Cherry Tree Wealth Management, LLC Diversified Active

Location: Minnetonka, MN

CIK: 0001985414 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value: $422M (100.0% shares, 0.0% debt)

Holdings (613)

SPIB SPDR SER TR 5.5%
Value $23.14M Shares 686,520 Share Price $33.71 Est. Cost/Share $32.21 Unrealized @ Report Date +4.7%
BND VANGUARD BD INDEX FDS 5.0%
Value $21.08M Shares 280,648 Share Price $75.11 Est. Cost/Share $72.96 Unrealized @ Report Date +2.9%
SPSB SPDR SER TR 4.4%
Value $18.74M Shares 618,764 Share Price $30.28 Est. Cost/Share $29.53 Unrealized @ Report Date +2.5%
VTV VANGUARD INDEX FDS 4.1%
Value $17.4M Shares 99,686 Share Price $174.57 Est. Cost/Share $139.01 Unrealized @ Report Date +25.6%
VEA VANGUARD TAX-MANAGED FDS 3.4%
Value $14.27M Shares 270,203 Share Price $52.81 Est. Cost/Share $46.35 Unrealized @ Report Date +13.9%
IVV ISHARES TR 3.1%
Value $13.24M Shares 22,950 Share Price $576.83 Est. Cost/Share $421.42 Unrealized @ Report Date +36.9%
VYM VANGUARD WHITEHALL FDS 2.9%
Value $12.26M Shares 95,602 Share Price $128.20 Est. Cost/Share $105.27 Unrealized @ Report Date +21.8%
DFAC DIMENSIONAL ETF TRUST 2.8%
Value $11.8M Shares 344,038 Share Price $34.29 Est. Cost/Share $25.77 Unrealized @ Report Date +33.0%
VBR VANGUARD INDEX FDS 2.7%
Value $11.58M Shares 57,680 Share Price $200.78 Est. Cost/Share $158.30 Unrealized @ Report Date +26.8%
FLRN SPDR SER TR 2.7%
Value $11.19M Shares 362,877 Share Price $30.85 Est. Cost/Share $30.53 Unrealized @ Report Date +1.1%
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value $10.91M Shares 137,352 Share Price $79.42 Est. Cost/Share $76.04 Unrealized @ Report Date +4.5%
VB VANGUARD INDEX FDS 2.3%
Value $9.894M Shares 41,710 Share Price $237.21 Est. Cost/Share $191.59 Unrealized @ Report Date +23.8%
VEU VANGUARD INTL EQUITY INDEX F 2.2%
Value $9.324M Shares 148,003 Share Price $63.00 Est. Cost/Share $54.22 Unrealized @ Report Date +16.2%
BSV VANGUARD BD INDEX FDS 2.2%
Value $9.107M Shares 115,734 Share Price $78.69 Est. Cost/Share $76.22 Unrealized @ Report Date +3.2%
FNDF SCHWAB STRATEGIC TR 2.0%
Value $8.304M Shares 222,216 Share Price $37.37 Est. Cost/Share $32.22 Unrealized @ Report Date +16.0%
VTIP VANGUARD MALVERN FDS 1.9%
Value $8.104M Shares 164,344 Share Price $49.31 Est. Cost/Share $47.67 Unrealized @ Report Date +3.4%
FNDC SCHWAB STRATEGIC TR 1.6%
Value $6.729M Shares 176,388 Share Price $38.15 Est. Cost/Share $33.46 Unrealized @ Report Date +14.0%
VYMI VANGUARD WHITEHALL FDS 1.6%
Value $6.693M Shares 91,161 Share Price $73.42 Est. Cost/Share $63.34 Unrealized @ Report Date +15.9%
DFUV DIMENSIONAL ETF TRUST 1.5%
Value $6.266M Shares 150,302 Share Price $41.69 Est. Cost/Share $33.41 Unrealized @ Report Date +24.8%
PGX INVESCO EXCH TRADED FD TR II 1.4%
Value $6.073M Shares 491,737 Share Price $12.35 Est. Cost/Share $11.30 Unrealized @ Report Date +9.3%
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value $6.026M Shares 125,943 Share Price $47.85 Est. Cost/Share $40.41 Unrealized @ Report Date +18.4%
SPLV INVESCO EXCH TRADED FD TR II 1.4%
Value $5.982M Shares 83,393 Share Price $71.73 Est. Cost/Share $62.62 Unrealized @ Report Date +14.6%
DFAT DIMENSIONAL ETF TRUST 1.4%
Value $5.75M Shares 103,370 Share Price $55.63 Est. Cost/Share $43.89 Unrealized @ Report Date +26.8%
VXUS VANGUARD STAR FDS 1.3%
Value $5.412M Shares 83,598 Share Price $64.74 Est. Cost/Share $56.00 Unrealized @ Report Date +15.6%
AVLV AMERICAN CENTY ETF TR 1.2%
Value $5.13M Shares 77,928 Share Price $65.83 Est. Cost/Share $55.48 Unrealized @ Report Date +18.7%
VNQ VANGUARD INDEX FDS 1.2%
Value $4.925M Shares 50,558 Share Price $97.42 Est. Cost/Share $82.02 Unrealized @ Report Date +18.8%
RSP INVESCO EXCHANGE TRADED FD T 1.1%
Value $4.779M Shares 26,676 Share Price $179.16 Est. Cost/Share $156.00 Unrealized @ Report Date +14.8%
IBDT ISHARES TR 1.1%
Value $4.541M Shares 177,862 Share Price $25.53 Est. Cost/Share $24.58 Unrealized @ Report Date +3.9%
AVEM AMERICAN CENTY ETF TR 1.0%
Value $4.366M Shares 67,578 Share Price $64.60 Est. Cost/Share $53.92 Unrealized @ Report Date +19.8%
VTEB VANGUARD MUN BD FDS 0.9%
Value $3.872M Shares 75,741 Share Price $51.12 Est. Cost/Share $50.05 Unrealized @ Report Date +2.1%
VTI VANGUARD INDEX FDS 0.9%
Value $3.865M Shares 13,648 Share Price $283.17 Est. Cost/Share $209.25 Unrealized @ Report Date +35.3%
SCHF SCHWAB STRATEGIC TR 0.9%
Value $3.787M Shares 92,093 Share Price $41.12 * Est. Cost/Share $17.83 Unrealized @ Report Date +15.3%
IBDS ISHARES TR 0.9%
Value $3.694M Shares 151,587 Share Price $24.37 Est. Cost/Share $23.58 Unrealized @ Report Date +3.4%
DFGR DIMENSIONAL ETF TRUST 0.8%
Value $3.476M Shares 120,452 Share Price $28.86 Est. Cost/Share $25.12 Unrealized @ Report Date +14.9%
MSFT MICROSOFT CORP 0.8%
Value $3.4M Shares 7,902 Share Price $430.30 Est. Cost/Share $309.33 Unrealized @ Report Date +37.8%
IBDU ISHARES TR 0.8%
Value $3.393M Shares 144,301 Share Price $23.51 Est. Cost/Share $22.56 Unrealized @ Report Date +4.2%
TITN TITAN MACHY INC 0.8%
Value $3.31M Shares 237,643 Share Price $13.93 Est. Cost/Share $30.14 Unrealized @ Report Date -53.8%
AAPL APPLE INC 0.8%
Value $3.258M Shares 13,984 Share Price $233.00 Est. Cost/Share $172.06 Unrealized @ Report Date +34.7%
AGG ISHARES TR 0.7%
Value $2.795M Shares 27,597 Share Price $101.27 Est. Cost/Share $97.93 Unrealized @ Report Date +3.4%
SCHB SCHWAB STRATEGIC TR 0.7%
Value $2.762M Shares 41,522 Share Price $66.52 * Est. Cost/Share $16.30 Unrealized @ Report Date +36.0%
AVUV AMERICAN CENTY ETF TR 0.7%
Value $2.746M Shares 28,618 Share Price $95.95 Est. Cost/Share $81.77 Unrealized @ Report Date +17.3%
DFAX DIMENSIONAL ETF TRUST 0.6%
Value $2.609M Shares 96,601 Share Price $27.01 Est. Cost/Share $23.35 Unrealized @ Report Date +15.7%
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value $2.47M Shares 40,882 Share Price $60.42 Est. Cost/Share $59.59 Unrealized @ Report Date +1.4%
ITOT ISHARES TR 0.5%
Value $2.145M Shares 17,078 Share Price $125.62 Est. Cost/Share $92.76 Unrealized @ Report Date +35.4%
VOO VANGUARD INDEX FDS 0.5%
Value $2.063M Shares 3,910 Share Price $527.67 Est. Cost/Share $411.61 Unrealized @ Report Date +28.2%
SPY SPDR S&P 500 ETF TR 0.5%
Value $1.956M Shares 3,410 Share Price $573.70 Est. Cost/Share $419.93 Unrealized @ Report Date +36.6%
ISHARES TR 0.5%
Value $1.946M Shares 77,179 Share Price $25.21 Est. Cost/Share $24.67 Unrealized @ Report Date
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value $1.942M Shares 32,641 Share Price $59.51 Est. Cost/Share $54.84 Unrealized @ Report Date +8.5%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value $1.792M Shares 37,705 Share Price $47.52 * Est. Cost/Share $23.15 Unrealized @ Report Date +2.6%
DHS WISDOMTREE TR 0.4%
Value $1.68M Shares 17,914 Share Price $93.80 Est. Cost/Share $80.03 Unrealized @ Report Date +17.2%
DFAS DIMENSIONAL ETF TRUST 0.4%
Value $1.604M Shares 24,736 Share Price $64.86 Est. Cost/Share $52.80 Unrealized @ Report Date +22.8%
IBTE ISHARES TR 0.4%
Value $1.549M Shares 64,550 Share Price $24.00 Est. Cost/Share $23.82 Unrealized @ Report Date
IEFA ISHARES TR 0.4%
Value $1.531M Shares 19,612 Share Price $78.05 Est. Cost/Share $67.82 Unrealized @ Report Date +15.1%
EMR EMERSON ELEC CO 0.4%
Value $1.481M Shares 13,544 Share Price $109.37 * Est. Cost/Share $80.08 Unrealized @ Report Date +33.7%
VSS VANGUARD INTL EQUITY INDEX F 0.3%
Value $1.476M Shares 11,719 Share Price $125.96 Est. Cost/Share $110.77 Unrealized @ Report Date +13.7%
SCHX SCHWAB STRATEGIC TR 0.3%
Value $1.442M Shares 21,258 Share Price $67.85 * Est. Cost/Share $16.67 Unrealized @ Report Date +35.6%
VUG VANGUARD INDEX FDS 0.3%
Value $1.427M Shares 3,717 Share Price $383.93 * Est. Cost/Share $43.36 Unrealized @ Report Date +47.6%
USMV ISHARES TR 0.3%
Value $1.395M Shares 15,274 Share Price $91.31 Est. Cost/Share $73.08 Unrealized @ Report Date +24.9%
LLY ELI LILLY & CO 0.3%
Value $1.356M Shares 1,531 Share Price $885.94 Est. Cost/Share $411.47 Unrealized @ Report Date +113.4%
DUHP DIMENSIONAL ETF TRUST 0.3%
Value $1.356M Shares 39,793 Share Price $34.07 Est. Cost/Share $32.75 Unrealized @ Report Date +4.0%
DFIV DIMENSIONAL ETF TRUST 0.3%
Value $1.225M Shares 32,173 Share Price $38.08 Est. Cost/Share $32.95 Unrealized @ Report Date +15.6%
ISHARES TR 0.3%
Value $1.189M Shares 47,352 Share Price $25.10 Est. Cost/Share $24.59 Unrealized @ Report Date
SPYM SPDR SER TR 0.3%
Value $1.177M Shares 17,438 Share Price $67.51 Est. Cost/Share $49.64 Unrealized @ Report Date +36.0%
IBDV ISHARES TR 0.3%
Value $1.151M Shares 51,899 Share Price $22.17 Est. Cost/Share $21.20 Unrealized @ Report Date +4.6%
SKOR FLEXSHARES TR 0.3%
Value $1.148M Shares 23,368 Share Price $49.12 Est. Cost/Share $47.15 Unrealized @ Report Date +4.2%
NVDA NVIDIA CORPORATION 0.3%
Value $1.144M Shares 9,420 Share Price $121.45 Est. Cost/Share $98.54 Unrealized @ Report Date +23.2%
IBDR ISHARES TR 0.3%
Value $1.135M Shares 46,715 Share Price $24.30 Est. Cost/Share $23.59 Unrealized @ Report Date +3.0%
MUB ISHARES TR 0.3%
Value $1.077M Shares 9,916 Share Price $108.63 Est. Cost/Share $106.79 Unrealized @ Report Date +1.7%
MMM 3M CO 0.2%
Value $1.053M Shares 7,702 Share Price $136.70 * Est. Cost/Share $77.55 Unrealized @ Report Date +72.1%
MDT MEDTRONIC PLC 0.2%
Value $1.031M Shares 11,456 Share Price $90.03 * Est. Cost/Share $79.02 Unrealized @ Report Date +10.3%
ESGV VANGUARD WORLD FD 0.2%
Value $948K Shares 9,322 Share Price $101.65 Est. Cost/Share $73.63 Unrealized @ Report Date +38.0%
PFF ISHARES TR 0.2%
Value $936K Shares 28,175 Share Price $33.23 Est. Cost/Share $30.60 Unrealized @ Report Date +8.6%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value $933K Shares 18,383 Share Price $50.74 Est. Cost/Share $50.22 Unrealized @ Report Date +1.0%
DFCF DIMENSIONAL ETF TRUST 0.2%
Value $915K Shares 21,184 Share Price $43.19 Est. Cost/Share $41.02 Unrealized @ Report Date +5.3%
IEMG ISHARES INC 0.2%
Value $851K Shares 14,831 Share Price $57.41 Est. Cost/Share $48.88 Unrealized @ Report Date +17.4%
DNP SELECT INCOME FD INC 0.2%
Value $797K Shares 79,355 Share Price $10.04 Est. Cost/Share $10.48 Unrealized @ Report Date
IBDW ISHARES TR 0.2%
Value $774K Shares 36,489 Share Price $21.22 Est. Cost/Share $20.48 Unrealized @ Report Date +3.6%
AXP AMERICAN EXPRESS CO 0.2%
Value $715K Shares 2,637 Share Price $271.16 Est. Cost/Share $157.34 Unrealized @ Report Date +69.7%
USB US BANCORP DEL 0.2%
Value $670K Shares 14,661 Share Price $45.73 * Est. Cost/Share $28.41 Unrealized @ Report Date +52.6%
JPM JPMORGAN CHASE & CO. 0.2%
Value $668K Shares 3,169 Share Price $210.86 * Est. Cost/Share $130.73 Unrealized @ Report Date +57.0%
PG PROCTER AND GAMBLE CO 0.2%
Value $649K Shares 3,747 Share Price $173.18 * Est. Cost/Share $141.32 Unrealized @ Report Date +18.7%
QUAL ISHARES TR 0.2%
Value $637K Shares 3,554 Share Price $179.30 Est. Cost/Share $134.56 Unrealized @ Report Date +33.2%
IXUS ISHARES TR 0.1%
Value $611K Shares 8,415 Share Price $72.63 Est. Cost/Share $62.73 Unrealized @ Report Date +15.8%
STPZ PIMCO ETF TR 0.1%
Value $574K Shares 10,873 Share Price $52.82 Est. Cost/Share $50.63 Unrealized @ Report Date +4.3%
IWM ISHARES TR 0.1%
Value $573K Shares 2,596 Share Price $220.89 Est. Cost/Share $178.29 Unrealized @ Report Date +23.9%
EFV ISHARES TR 0.1%
Value $568K Shares 9,871 Share Price $57.53 Est. Cost/Share $49.23 Unrealized @ Report Date +16.9%
ISHARES TR 0.1%
Value $561K Shares 23,943 Share Price $23.42 Est. Cost/Share $23.18 Unrealized @ Report Date
VPU VANGUARD WORLD FD 0.1%
Value $547K Shares 3,143 Share Price $174.05 Est. Cost/Share $146.48 Unrealized @ Report Date +18.8%
GDX VANECK ETF TRUST 0.1%
Value $536K Shares 13,472 Share Price $39.82 Est. Cost/Share $32.58 Unrealized @ Report Date +22.2%
XLU SELECT SECTOR SPDR TR 0.1%
Value $536K Shares 6,636 Share Price $80.78 * Est. Cost/Share $33.66 Unrealized @ Report Date +20.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $534K Shares 2,698 Share Price $198.06 Est. Cost/Share $160.08 Unrealized @ Report Date +23.7%
IJR ISHARES TR 0.1%
Value $534K Shares 4,562 Share Price $116.96 Est. Cost/Share $95.22 Unrealized @ Report Date +22.8%
IGSB ISHARES TR 0.1%
Value $507K Shares 9,628 Share Price $52.66 Est. Cost/Share $50.38 Unrealized @ Report Date +4.5%
EFAV ISHARES TR 0.1%
Value $504K Shares 6,573 Share Price $76.70 Est. Cost/Share $68.96 Unrealized @ Report Date +11.2%
FLOT ISHARES TR 0.1%
Value $498K Shares 9,760 Share Price $51.04 Est. Cost/Share $50.54 Unrealized @ Report Date +1.0%
SUB ISHARES TR 0.1%
Value $488K Shares 4,600 Share Price $106.19 Est. Cost/Share $104.11 Unrealized @ Report Date +2.0%
HRL HORMEL FOODS CORP 0.1%
Value $483K Shares 15,226 Share Price $31.70 * Est. Cost/Share $36.55 Unrealized @ Report Date -17.5%
SHY ISHARES TR 0.1%
Value $481K Shares 5,784 Share Price $83.15 Est. Cost/Share $81.77 Unrealized @ Report Date +1.7%
GOOG ALPHABET INC 0.1%
Value $479K Shares 2,867 Share Price $167.20 Est. Cost/Share $135.95 Unrealized @ Report Date +22.4%
EEMV ISHARES INC 0.1%
Value $479K Shares 7,645 Share Price $62.70 Est. Cost/Share $55.29 Unrealized @ Report Date +13.4%
VV VANGUARD INDEX FDS 0.1%
Value $478K Shares 1,816 Share Price $263.29 Est. Cost/Share $191.68 Unrealized @ Report Date +37.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $476K Shares 815 Share Price $584.37 * Est. Cost/Share $470.67 Unrealized @ Report Date +20.8%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $473K Shares 17,274 Share Price $27.41 Est. Cost/Share $23.23 Unrealized @ Report Date +18.0%
SCHE SCHWAB STRATEGIC TR 0.1%
Value $469K Shares 16,088 Share Price $29.18 Est. Cost/Share $24.38 Unrealized @ Report Date +19.7%
LII LENNOX INTL INC 0.1%
Value $441K Shares 729 Share Price $604.29 Est. Cost/Share $275.21 Unrealized @ Report Date +117.1%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $427K Shares 5,051 Share Price $84.53 * Est. Cost/Share $24.13 Unrealized @ Report Date +16.8%
NUBD NUSHARES ETF TR 0.1%
Value $425K Shares 18,725 Share Price $22.70 Est. Cost/Share $22.14 Unrealized @ Report Date +2.5%
PEP PEPSICO INC 0.1%
Value $422K Shares 2,483 Share Price $170.05 * Est. Cost/Share $170.47 Unrealized @ Report Date -4.9%
KMI KINDER MORGAN INC DEL 0.1%
Value $401K Shares 18,137 Share Price $22.09 * Est. Cost/Share $14.79 Unrealized @ Report Date +41.4%
GGG GRACO INC 0.1%
Value $401K Shares 4,578 Share Price $87.51 Est. Cost/Share $75.06 Unrealized @ Report Date +14.3%
OEF ISHARES TR 0.1%
Value $400K Shares 1,447 Share Price $276.76 Est. Cost/Share $194.33 Unrealized @ Report Date +42.4%
IDV ISHARES TR 0.1%
Value $394K Shares 13,037 Share Price $30.23 Est. Cost/Share $27.28 Unrealized @ Report Date +10.8%
TDTT FLEXSHARES TR 0.1%
Value $388K Shares 16,128 Share Price $24.05 Est. Cost/Share $23.58 Unrealized @ Report Date +2.0%
CMF ISHARES TR 0.1%
Value $388K Shares 6,669 Share Price $58.11 Est. Cost/Share $56.97 Unrealized @ Report Date +2.0%
HD HOME DEPOT INC 0.1%
Value $380K Shares 938 Share Price $405.20 * Est. Cost/Share $277.50 Unrealized @ Report Date +41.7%
DISV DIMENSIONAL ETF TRUST 0.1%
Value $375K Shares 12,913 Share Price $29.06 Est. Cost/Share $24.19 Unrealized @ Report Date +20.1%
IWP ISHARES TR 0.1%
Value $374K Shares 3,191 Share Price $117.30 Est. Cost/Share $91.13 Unrealized @ Report Date +28.7%
DES WISDOMTREE TR 0.1%
Value $365K Shares 10,576 Share Price $34.49 Est. Cost/Share $27.88 Unrealized @ Report Date +23.7%
IWS ISHARES TR 0.1%
Value $364K Shares 2,754 Share Price $132.27 Est. Cost/Share $105.34 Unrealized @ Report Date +25.5%
GIS GENERAL MLS INC 0.1%
Value $360K Shares 4,877 Share Price $73.84 * Est. Cost/Share $77.49 Unrealized @ Report Date -9.6%
JNJ JOHNSON & JOHNSON 0.1%
Value $356K Shares 2,200 Share Price $162.03 * Est. Cost/Share $149.02 Unrealized @ Report Date +4.7%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value $355K Shares 34,000 Share Price $10.45 Est. Cost/Share $7.79 Unrealized @ Report Date
IWB ISHARES TR 0.1%
Value $346K Shares 1,102 Share Price $314.39 Est. Cost/Share $230.29 Unrealized @ Report Date +36.5%
AMZN AMAZON COM INC 0.1%
Value $345K Shares 1,851 Share Price $186.33 Est. Cost/Share $131.74 Unrealized @ Report Date +41.4%
EFA ISHARES TR 0.1%
Value $343K Shares 4,105 Share Price $83.63 Est. Cost/Share $72.62 Unrealized @ Report Date +15.2%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value $343K Shares 7,309 Share Price $46.91 Est. Cost/Share $40.93 Unrealized @ Report Date +14.6%
SDY SPDR SER TR 0.1%
Value $338K Shares 2,381 Share Price $142.04 Est. Cost/Share $121.88 Unrealized @ Report Date +16.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $335K Shares 6,100 Share Price $54.93 Est. Cost/Share $49.34 Unrealized @ Report Date +11.3%
SUSB ISHARES TR 0.1%
Value $329K Shares 13,096 Share Price $25.16 Est. Cost/Share $24.07 Unrealized @ Report Date +4.5%
WMT WALMART INC 0.1%
Value $327K Shares 4,046 Share Price $80.76 Est. Cost/Share $53.71 Unrealized @ Report Date +48.6%
MCD MCDONALDS CORP 0.1%
Value $326K Shares 1,071 Share Price $304.42 * Est. Cost/Share $273.44 Unrealized @ Report Date +8.2%
DLS WISDOMTREE TR 0.1%
Value $324K Shares 4,699 Share Price $69.05 Est. Cost/Share $61.01 Unrealized @ Report Date +13.2%
EDIV SPDR INDEX SHS FDS 0.1%
Value $322K Shares 8,561 Share Price $37.67 Est. Cost/Share $27.51 Unrealized @ Report Date +36.9%
BSCW INVESCO EXCH TRD SLF IDX FD 0.1%
Value $317K Shares 15,132 Share Price $20.97 Est. Cost/Share $20.28 Unrealized @ Report Date +3.4%
VSGX VANGUARD WORLD FD 0.1%
Value $315K Shares 5,126 Share Price $61.51 Est. Cost/Share $53.01 Unrealized @ Report Date +16.0%
TOTL SSGA ACTIVE ETF TR 0.1%
Value $305K Shares 7,363 Share Price $41.40 Est. Cost/Share $40.71 Unrealized @ Report Date +1.7%
FPI FARMLAND PARTNERS INC 0.1%
Value $303K Shares 29,000 Share Price $10.45 Est. Cost/Share $12.21 Unrealized @ Report Date
T AT&T INC 0.1%
Value $294K Shares 13,347 Share Price $22.00 * Est. Cost/Share $14.79 Unrealized @ Report Date +40.6%
PFFD GLOBAL X FDS 0.1%
Value $293K Shares 14,118 Share Price $20.78 Est. Cost/Share $19.40 Unrealized @ Report Date +7.1%
WPC WP CAREY INC 0.1%
Value $293K Shares 4,707 Share Price $62.30 Est. Cost/Share $67.56 Unrealized @ Report Date
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $292K Shares 9,185 Share Price $31.78 Est. Cost/Share $27.68 Unrealized @ Report Date +14.8%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $292K Shares 4,690 Share Price $62.20 Est. Cost/Share $45.49 Unrealized @ Report Date +36.7%
VFMF VANGUARD WELLINGTON FD 0.1%
Value $273K Shares 2,091 Share Price $130.40 Est. Cost/Share $100.50 Unrealized @ Report Date +29.7%
QQQ INVESCO QQQ TR 0.1%
Value $268K Shares 550 Share Price $487.77 Est. Cost/Share $336.65 Unrealized @ Report Date +45.0%
GOOGL ALPHABET INC 0.1%
Value $268K Shares 1,616 Share Price $165.85 Est. Cost/Share $114.24 Unrealized @ Report Date +44.4%
DLN WISDOMTREE TR 0.1%
Value $267K Shares 3,394 Share Price $78.56 Est. Cost/Share $62.04 Unrealized @ Report Date +26.6%
PFE PFIZER INC 0.1%
Value $262K Shares 9,055 Share Price $28.94 * Est. Cost/Share $33.22 Unrealized @ Report Date -20.0%
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value $256K Shares 15,366 Share Price $16.67 Est. Cost/Share $16.12 Unrealized @ Report Date +3.4%
RTX RTX CORPORATION 0.1%
Value $245K Shares 2,024 Share Price $121.15 * Est. Cost/Share $92.28 Unrealized @ Report Date +28.2%
AMP AMERIPRISE FINL INC 0.1%
Value $245K Shares 521 Share Price $469.81 Est. Cost/Share $303.97 Unrealized @ Report Date +52.2%
ZTS ZOETIS INC 0.1%
Value $244K Shares 1,248 Share Price $195.38 Est. Cost/Share $167.80 Unrealized @ Report Date +14.6%
TGT TARGET CORP 0.1%
Value $244K Shares 1,563 Share Price $155.91 * Est. Cost/Share $134.98 Unrealized @ Report Date +9.8%
AVDV AMERICAN CENTY ETF TR 0.1%
Value $233K Shares 3,295 Share Price $70.67 Est. Cost/Share $60.63 Unrealized @ Report Date +16.6%
SMB VANECK ETF TRUST 0.1%
Value $227K Shares 13,141 Share Price $17.29 Est. Cost/Share $16.86 Unrealized @ Report Date +2.6%
PSX PHILLIPS 66 0.1%
Value $223K Shares 1,695 Share Price $131.45 * Est. Cost/Share $90.53 Unrealized @ Report Date +38.7%
MTUM ISHARES TR 0.1%
Value $220K Shares 1,087 Share Price $202.76 Est. Cost/Share $140.60 Unrealized @ Report Date +44.2%
FNDA SCHWAB STRATEGIC TR 0.1%
Value $219K Shares 3,671 Share Price $59.57 * Est. Cost/Share $24.00 Unrealized @ Report Date +24.1%
XLP SELECT SECTOR SPDR TR 0.1%
Value $218K Shares 2,630 Share Price $83.00 Est. Cost/Share $75.05 Unrealized @ Report Date +10.6%
SANDSTORM GOLD LTD 0.1%
Value $216K Shares 36,000 Share Price $6.00 Est. Cost/Share $5.12 Unrealized @ Report Date
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $209K Shares 4,148 Share Price $50.28 Est. Cost/Share $48.74 Unrealized @ Report Date +3.2%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $199K Shares 4,890 Share Price $40.63 Est. Cost/Share $32.71 Unrealized @ Report Date +24.2%
WFC WELLS FARGO CO NEW 0.0%
Value $195K Shares 3,459 Share Price $56.49 * Est. Cost/Share $38.06 Unrealized @ Report Date +44.5%
NOBL PROSHARES TR 0.0%
Value $192K Shares 1,799 Share Price $106.76 Est. Cost/Share $92.79 Unrealized @ Report Date +15.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $189K Shares 854 Share Price $221.08 * Est. Cost/Share $123.62 Unrealized @ Report Date +73.0%
DGRW WISDOMTREE TR 0.0%
Value $186K Shares 2,231 Share Price $83.21 Est. Cost/Share $67.81 Unrealized @ Report Date +22.7%
IYW ISHARES TR 0.0%
Value $182K Shares 1,203 Share Price $151.62 Est. Cost/Share $98.22 Unrealized @ Report Date +54.4%
DFIS DIMENSIONAL ETF TRUST 0.0%
Value $181K Shares 6,730 Share Price $26.83 Est. Cost/Share $22.99 Unrealized @ Report Date +16.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $177K Shares 674 Share Price $262.07 * Est. Cost/Share $220.06 Unrealized @ Report Date +15.5%
XEL XCEL ENERGY INC 0.0%
Value $175K Shares 2,684 Share Price $65.31 * Est. Cost/Share $60.77 Unrealized @ Report Date +3.2%
CAT CATERPILLAR INC 0.0%
Value $174K Shares 445 Share Price $391.12 Est. Cost/Share $217.97 Unrealized @ Report Date +76.1%
IWN ISHARES TR 0.0%
Value $174K Shares 1,043 Share Price $166.82 Est. Cost/Share $135.21 Unrealized @ Report Date +23.4%
SOUTHWESTERN ENERGY CO 0.0%
Value $172K Shares 24,200 Share Price $7.11 Est. Cost/Share $6.01 Unrealized @ Report Date
XOM EXXON MOBIL CORP 0.0%
Value $160K Shares 1,366 Share Price $117.26 * Est. Cost/Share $99.91 Unrealized @ Report Date +12.3%
IWY ISHARES TR 0.0%
Value $157K Shares 715 Share Price $220.05 Est. Cost/Share $145.85 Unrealized @ Report Date +50.9%
IBDX ISHARES TR 0.0%
Value $155K Shares 6,017 Share Price $25.71 Est. Cost/Share $24.94 Unrealized @ Report Date +3.1%
DVY ISHARES TR 0.0%
Value $155K Shares 1,145 Share Price $135.07 Est. Cost/Share $113.91 Unrealized @ Report Date +18.6%
AMGN AMGEN INC 0.0%
Value $153K Shares 475 Share Price $322.21 * Est. Cost/Share $213.65 Unrealized @ Report Date +44.9%
AAXJ ISHARES TR 0.0%
Value $152K Shares 1,933 Share Price $78.45 Est. Cost/Share $66.78 Unrealized @ Report Date +17.5%
MRK MERCK & CO INC 0.0%
Value $147K Shares 1,298 Share Price $113.56 * Est. Cost/Share $105.14 Unrealized @ Report Date +3.3%
IJH ISHARES TR 0.0%
Value $147K Shares 2,360 Share Price $62.32 Est. Cost/Share $55.23 Unrealized @ Report Date +12.8%
DSI ISHARES TR 0.0%
Value $147K Shares 1,350 Share Price $108.79 Est. Cost/Share $79.58 Unrealized @ Report Date +36.7%
EPP ISHARES INC 0.0%
Value $146K Shares 2,993 Share Price $48.83 Est. Cost/Share $43.30 Unrealized @ Report Date +12.8%
COST COSTCO WHSL CORP NEW 0.0%
Value $145K Shares 164 Share Price $883.82 Est. Cost/Share $604.37 Unrealized @ Report Date +45.7%
MO ALTRIA GROUP INC 0.0%
Value $141K Shares 2,767 Share Price $51.04 * Est. Cost/Share $36.57 Unrealized @ Report Date +27.8%
SOLV SOLVENTUM CORP 0.0%
Value $141K Shares 2,025 Share Price $69.72 Est. Cost/Share $60.70 Unrealized @ Report Date +14.9%
IBHF ISHARES TR 0.0%
Value $141K Shares 6,008 Share Price $23.41 Est. Cost/Share $22.88 Unrealized @ Report Date +2.3%
MGK VANGUARD WORLD FD 0.0%
Value $138K Shares 429 Share Price $321.95 * Est. Cost/Share $43.09 Unrealized @ Report Date +49.4%
IBHH ISHARES TR 0.0%
Value $136K Shares 5,716 Share Price $23.80 Est. Cost/Share $23.37 Unrealized @ Report Date +1.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $135K Shares 9,204 Share Price $14.70 * Est. Cost/Share $13.43 Unrealized @ Report Date +4.4%
KO COCA COLA CO 0.0%
Value $134K Shares 1,858 Share Price $71.86 * Est. Cost/Share $57.35 Unrealized @ Report Date +20.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value $132K Shares 855 Share Price $154.02 Est. Cost/Share $131.82 Unrealized @ Report Date +16.8%
BDX BECTON DICKINSON & CO 0.0%
Value $130K Shares 540 Share Price $241.10 * Est. Cost/Share $241.97 Unrealized @ Report Date -2.9%
META META PLATFORMS INC 0.0%
Value $128K Shares 224 Share Price $571.17 Est. Cost/Share $331.93 Unrealized @ Report Date +71.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $127K Shares 459 Share Price $276.73 * Est. Cost/Share $203.27 Unrealized @ Report Date +32.5%
VGT VANGUARD WORLD FD 0.0%
Value $126K Shares 215 Share Price $586.52 * Est. Cost/Share $50.22 Unrealized @ Report Date +46.0%
O REALTY INCOME CORP 0.0%
Value $126K Shares 1,982 Share Price $63.42 * Est. Cost/Share $52.57 Unrealized @ Report Date +12.0%
IQLT ISHARES TR 0.0%
Value $123K Shares 2,973 Share Price $41.49 Est. Cost/Share $35.71 Unrealized @ Report Date +16.2%
EEM ISHARES TR 0.0%
Value $123K Shares 2,689 Share Price $45.86 Est. Cost/Share $39.33 Unrealized @ Report Date +16.6%
VFH VANGUARD WORLD FD 0.0%
Value $121K Shares 1,103 Share Price $109.91 Est. Cost/Share $78.49 Unrealized @ Report Date +40.0%
V VISA INC 0.0%
Value $118K Shares 430 Share Price $274.63 Est. Cost/Share $225.42 Unrealized @ Report Date +20.9%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value $117K Shares 4,552 Share Price $25.64 Est. Cost/Share $20.49 Unrealized @ Report Date +25.2%
VO VANGUARD INDEX FDS 0.0%
Value $116K Shares 440 Share Price $263.83 * Est. Cost/Share $53.72 Unrealized @ Report Date +22.8%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value $116K Shares 31,600 Share Price $3.67 Est. Cost/Share $3.61 Unrealized @ Report Date +1.6%
NKE NIKE INC 0.0%
Value $112K Shares 1,270 Share Price $88.37 * Est. Cost/Share $111.33 Unrealized @ Report Date -22.8%
SPTM SPDR SER TR 0.0%
Value $110K Shares 1,570 Share Price $70.06 Est. Cost/Share $51.59 Unrealized @ Report Date +35.8%
HYG ISHARES TR 0.0%
Value $110K Shares 1,365 Share Price $80.30 Est. Cost/Share $74.63 Unrealized @ Report Date +7.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $107K Shares 1,029 Share Price $103.94 * Est. Cost/Share $80.64 Unrealized @ Report Date +26.1%
SRE SEMPRA 0.0%
Value $105K Shares 1,258 Share Price $83.63 * Est. Cost/Share $67.69 Unrealized @ Report Date +18.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $104K Shares 246 Share Price $423.13 Est. Cost/Share $360.36 Unrealized @ Report Date +17.4%
NFLX NETFLIX INC 0.0%
Value $104K Shares 146 Share Price $709.27 * Est. Cost/Share $37.37 Unrealized @ Report Date +89.8%
XLI SELECT SECTOR SPDR TR 0.0%
Value $103K Shares 764 Share Price $135.44 Est. Cost/Share $100.68 Unrealized @ Report Date +34.5%
UNP UNION PAC CORP 0.0%
Value $102K Shares 413 Share Price $246.18 * Est. Cost/Share $190.51 Unrealized @ Report Date +25.6%
LOW LOWES COS INC 0.0%
Value $101K Shares 374 Share Price $270.85 * Est. Cost/Share $199.28 Unrealized @ Report Date +32.7%
IBTH ISHARES TR 0.0%
Value $99,917 Shares 4,414 Share Price $22.64 Est. Cost/Share $22.01 Unrealized @ Report Date +2.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $97,915 Shares 818 Share Price $119.70 Est. Cost/Share $93.75 Unrealized @ Report Date +27.7%
IP INTERNATIONAL PAPER CO 0.0%
Value $97,700 Shares 2,000 Share Price $48.85 * Est. Cost/Share $29.09 Unrealized @ Report Date +60.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $96,017 Shares 553 Share Price $173.63 Est. Cost/Share $139.76 Unrealized @ Report Date +24.3%
IWF ISHARES TR 0.0%
Value $95,810 Shares 255 Share Price $375.73 * Est. Cost/Share $65.05 Unrealized @ Report Date +44.3%
CVX CHEVRON CORP NEW 0.0%
Value $95,726 Shares 650 Share Price $147.27 * Est. Cost/Share $142.99 Unrealized @ Report Date -2.6%
FXI ISHARES TR 0.0%
Value $94,705 Shares 2,980 Share Price $31.78 Est. Cost/Share $28.05 Unrealized @ Report Date +13.3%
OKE ONEOK INC NEW 0.0%
Value $93,591 Shares 1,027 Share Price $91.13 * Est. Cost/Share $59.63 Unrealized @ Report Date +36.7%
ISTB ISHARES TR 0.0%
Value $90,983 Shares 1,869 Share Price $48.68 Est. Cost/Share $46.99 Unrealized @ Report Date +3.6%
SCHA SCHWAB STRATEGIC TR 0.0%
Value $88,889 Shares 1,726 Share Price $51.50 * Est. Cost/Share $20.84 Unrealized @ Report Date +23.6%
XJR ISHARES TR 0.0%
Value $88,848 Shares 2,125 Share Price $41.81 Est. Cost/Share $37.93 Unrealized @ Report Date +10.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value $88,600 Shares 768 Share Price $115.36 * Est. Cost/Share $85.15 Unrealized @ Report Date +29.4%
IBTG ISHARES TR 0.0%
Value $87,740 Shares 3,804 Share Price $23.07 Est. Cost/Share $22.64 Unrealized @ Report Date +1.9%
IWD ISHARES TR 0.0%
Value $86,739 Shares 457 Share Price $189.80 Est. Cost/Share $153.19 Unrealized @ Report Date +23.9%
WOOD ISHARES TR 0.0%
Value $85,136 Shares 988 Share Price $86.17 Est. Cost/Share $71.55 Unrealized @ Report Date +20.4%
ORCL ORACLE CORP 0.0%
Value $84,860 Shares 498 Share Price $170.40 Est. Cost/Share $103.01 Unrealized @ Report Date +63.4%
CVS CVS HEALTH CORP 0.0%
Value $81,053 Shares 1,289 Share Price $62.88 * Est. Cost/Share $64.30 Unrealized @ Report Date -7.3%
QDEF FLEXSHARES TR 0.0%
Value $79,805 Shares 1,116 Share Price $71.51 Est. Cost/Share $55.90 Unrealized @ Report Date
CSCO CISCO SYS INC 0.0%
Value $79,352 Shares 1,491 Share Price $53.22 * Est. Cost/Share $45.79 Unrealized @ Report Date +11.8%
IBTJ ISHARES TR 0.0%
Value $79,145 Shares 3,580 Share Price $22.11 Est. Cost/Share $21.32 Unrealized @ Report Date +3.7%
NULG NUSHARES ETF TR 0.0%
Value $78,582 Shares 951 Share Price $82.63 Est. Cost/Share $57.15 Unrealized @ Report Date +44.6%
DIS DISNEY WALT CO 0.0%
Value $78,300 Shares 814 Share Price $96.19 Est. Cost/Share $92.55 Unrealized @ Report Date +2.3%
AGZD WISDOMTREE TR 0.0%
Value $77,529 Shares 3,458 Share Price $22.42 Est. Cost/Share $21.86 Unrealized @ Report Date +2.6%
GLD SPDR GOLD TR 0.0%
Value $76,078 Shares 313 Share Price $243.06 Est. Cost/Share $183.75 Unrealized @ Report Date +32.3%
SLV ISHARES SILVER TR 0.0%
Value $72,929 Shares 2,567 Share Price $28.41 Est. Cost/Share $22.23 Unrealized @ Report Date +27.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $72,120 Shares 896 Share Price $80.49 Est. Cost/Share $42.52 Unrealized @ Report Date +86.3%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $70,682 Shares 1,002 Share Price $70.54 Est. Cost/Share $53.46 Unrealized @ Report Date +31.9%
HYS PIMCO ETF TR 0.0%
Value $70,002 Shares 733 Share Price $95.50 Est. Cost/Share $90.38 Unrealized @ Report Date +5.7%
IBTL ISHARES TR 0.0%
Value $68,871 Shares 3,308 Share Price $20.82 Est. Cost/Share $19.91 Unrealized @ Report Date +4.6%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $66,390 Shares 1,000 Share Price $66.39 Est. Cost/Share $42.10 Unrealized @ Report Date +57.7%
AVIV AMERICAN CENTY ETF TR 0.0%
Value $65,515 Shares 1,167 Share Price $56.14 Est. Cost/Share $50.29 Unrealized @ Report Date +11.6%
DALI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $63,706 Shares 2,527 Share Price $25.21 Est. Cost/Share $25.75 Unrealized @ Report Date -2.1%
ISHARES TR 0.0%
Value $61,559 Shares 2,642 Share Price $23.30 Est. Cost/Share $23.21 Unrealized @ Report Date
DVN DEVON ENERGY CORP NEW 0.0%
Value $58,680 Shares 1,500 Share Price $39.12 * Est. Cost/Share $45.45 Unrealized @ Report Date -16.8%
ASML ASML HOLDING N V 0.0%
Value $57,495 Shares 69 Share Price $833.26 Est. Cost/Share $679.87 Unrealized @ Report Date +22.6%
HON HONEYWELL INTL INC 0.0%
Value $57,156 Shares 277 Share Price $206.34 * Est. Cost/Share $172.97 Unrealized @ Report Date +9.7%
MDLZ MONDELEZ INTL INC 0.0%
Value $56,146 Shares 762 Share Price $73.68 * Est. Cost/Share $68.54 Unrealized @ Report Date +3.4%
SAP SAP SE 0.0%
Value $55,214 Shares 241 Share Price $229.10 Est. Cost/Share $136.20 Unrealized @ Report Date +68.2%
QCOM QUALCOMM INC 0.0%
Value $53,904 Shares 317 Share Price $170.04 * Est. Cost/Share $123.73 Unrealized @ Report Date +33.7%
WEC WEC ENERGY GROUP INC 0.0%
Value $52,707 Shares 548 Share Price $96.18 * Est. Cost/Share $83.70 Unrealized @ Report Date +10.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $52,413 Shares 1,013 Share Price $51.74 * Est. Cost/Share $58.94 Unrealized @ Report Date -18.3%
IBTI ISHARES TR 0.0%
Value $52,145 Shares 2,317 Share Price $22.51 Est. Cost/Share $21.87 Unrealized @ Report Date +2.9%
OXM OXFORD INDS INC 0.0%
Value $52,056 Shares 600 Share Price $86.76 * Est. Cost/Share $101.46 Unrealized @ Report Date -9.2%
TLTE FLEXSHARES TR 0.0%
Value $50,409 Shares 883 Share Price $57.09 Est. Cost/Share $48.63 Unrealized @ Report Date +17.4%
PGR PROGRESSIVE CORP 0.0%
Value $49,737 Shares 196 Share Price $253.76 * Est. Cost/Share $160.50 Unrealized @ Report Date +45.6%
IBTK ISHARES TR 0.0%
Value $48,425 Shares 2,416 Share Price $20.04 Est. Cost/Share $19.35 Unrealized @ Report Date +3.6%
PH PARKER-HANNIFIN CORP 0.0%
Value $48,019 Shares 76 Share Price $631.83 Est. Cost/Share $403.37 Unrealized @ Report Date +54.8%
KR KROGER CO 0.0%
Value $47,731 Shares 833 Share Price $57.30 * Est. Cost/Share $45.09 Unrealized @ Report Date +23.9%
DOL WISDOMTREE TR 0.0%
Value $47,544 Shares 881 Share Price $53.97 Est. Cost/Share $47.50 Unrealized @ Report Date +13.6%
ICLN ISHARES TR 0.0%
Value $47,161 Shares 3,210 Share Price $14.69 Est. Cost/Share $18.34 Unrealized @ Report Date -19.9%
GOVT ISHARES TR 0.0%
Value $47,041 Shares 2,006 Share Price $23.45 Est. Cost/Share $23.19 Unrealized @ Report Date +1.1%
CRM SALESFORCE INC 0.0%
Value $45,984 Shares 168 Share Price $273.71 Est. Cost/Share $214.43 Unrealized @ Report Date +26.7%
VXF VANGUARD INDEX FDS 0.0%
Value $45,680 Shares 251 Share Price $181.99 Est. Cost/Share $140.25 Unrealized @ Report Date +29.8%
DEM WISDOMTREE TR 0.0%
Value $44,827 Shares 1,019 Share Price $43.99 Est. Cost/Share $38.44 Unrealized @ Report Date +14.5%
TLT ISHARES TR 0.0%
Value $43,655 Shares 445 Share Price $98.10 Est. Cost/Share $90.36 Unrealized @ Report Date +8.6%
AMAT APPLIED MATLS INC 0.0%
Value $43,315 Shares 214 Share Price $202.41 Est. Cost/Share $122.26 Unrealized @ Report Date +63.2%
ABBV ABBVIE INC 0.0%
Value $43,051 Shares 218 Share Price $197.48 * Est. Cost/Share $139.07 Unrealized @ Report Date +36.1%
SPDW SPDR INDEX SHS FDS 0.0%
Value $41,993 Shares 1,118 Share Price $37.56 Est. Cost/Share $32.64 Unrealized @ Report Date +15.1%
IVE ISHARES TR 0.0%
Value $41,801 Shares 212 Share Price $197.17 Est. Cost/Share $153.85 Unrealized @ Report Date +28.2%
XC WISDOMTREE TR 0.0%
Value $39,906 Shares 1,210 Share Price $32.98 Est. Cost/Share $29.60 Unrealized @ Report Date +11.4%
CI THE CIGNA GROUP 0.0%
Value $39,841 Shares 115 Share Price $346.44 * Est. Cost/Share $257.67 Unrealized @ Report Date +31.2%
DRIV GLOBAL X FDS 0.0%
Value $39,564 Shares 1,685 Share Price $23.48 Est. Cost/Share $23.68 Unrealized @ Report Date -0.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $39,143 Shares 1,156 Share Price $33.86 * Est. Cost/Share $27.83 Unrealized @ Report Date +17.0%
ADBE ADOBE INC 0.0%
Value $38,834 Shares 75 Share Price $517.79 Est. Cost/Share $433.63 Unrealized @ Report Date +19.4%
WM WASTE MGMT INC DEL 0.0%
Value $38,810 Shares 187 Share Price $207.54 Est. Cost/Share $158.75 Unrealized @ Report Date +28.4%
NULC NUSHARES ETF TR 0.0%
Value $38,193 Shares 825 Share Price $46.29 Est. Cost/Share $34.42 Unrealized @ Report Date +34.5%
SPEM SPDR INDEX SHS FDS 0.0%
Value $37,854 Shares 917 Share Price $41.28 Est. Cost/Share $34.19 Unrealized @ Report Date +20.7%
CLX CLOROX CO DEL 0.0%
Value $36,329 Shares 223 Share Price $162.91 * Est. Cost/Share $147.59 Unrealized @ Report Date +5.6%
IDU ISHARES TR 0.0%
Value $36,320 Shares 356 Share Price $102.02 Est. Cost/Share $83.25 Unrealized @ Report Date +22.5%
EMXC ISHARES INC 0.0%
Value $36,178 Shares 592 Share Price $61.11 Est. Cost/Share $50.79 Unrealized @ Report Date +20.3%
ET ENERGY TRANSFER L P 0.0%
Value $35,487 Shares 2,211 Share Price $16.05 Est. Cost/Share $12.70 Unrealized @ Report Date
OTTR OTTER TAIL CORP 0.0%
Value $35,485 Shares 454 Share Price $78.16 * Est. Cost/Share $70.21 Unrealized @ Report Date +7.1%
EWX SPDR INDEX SHS FDS 0.0%
Value $34,996 Shares 561 Share Price $62.38 Est. Cost/Share $51.56 Unrealized @ Report Date +21.0%
AVRE AMERICAN CENTY ETF TR 0.0%
Value $34,554 Shares 733 Share Price $47.14 Est. Cost/Share $41.60 Unrealized @ Report Date +13.3%
AIVI WISDOMTREE TR 0.0%
Value $34,519 Shares 788 Share Price $43.81 Est. Cost/Share $39.00 Unrealized @ Report Date
SNPS SYNOPSYS INC 0.0%
Value $34,182 Shares 68 Share Price $502.68 Est. Cost/Share $412.89 Unrealized @ Report Date +22.6%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value $33,553 Shares 1,089 Share Price $30.81 Est. Cost/Share $24.55 Unrealized @ Report Date +25.5%
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value $33,344 Shares 340 Share Price $98.07 Est. Cost/Share $79.64 Unrealized @ Report Date +23.1%
ITM VANECK ETF TRUST 0.0%
Value $32,819 Shares 699 Share Price $46.95 Est. Cost/Share $46.07 Unrealized @ Report Date
PM PHILIP MORRIS INTL INC 0.0%
Value $32,657 Shares 269 Share Price $121.40 * Est. Cost/Share $84.48 Unrealized @ Report Date +37.3%
HWKN HAWKINS INC 0.0%
Value $32,505 Shares 255 Share Price $127.47 * Est. Cost/Share $45.10 Unrealized @ Report Date +150.9%
WELL WELLTOWER INC 0.0%
Value $32,008 Shares 250 Share Price $128.03 * Est. Cost/Share $72.65 Unrealized @ Report Date +72.3%
IBDZ ISHARES TR 0.0%
Value $31,518 Shares 1,180 Share Price $26.71 Est. Cost/Share $26.16 Unrealized @ Report Date +2.1%
CMCSA COMCAST CORP NEW 0.0%
Value $31,412 Shares 752 Share Price $41.77 * Est. Cost/Share $38.26 Unrealized @ Report Date +4.4%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $31,174 Shares 372 Share Price $83.80 Est. Cost/Share $52.25 Unrealized @ Report Date +60.4%
HYZD WISDOMTREE TR 0.0%
Value $29,978 Shares 1,354 Share Price $22.14 Est. Cost/Share $21.02 Unrealized @ Report Date
FDX FEDEX CORP 0.0%
Value $29,832 Shares 109 Share Price $273.69 * Est. Cost/Share $216.04 Unrealized @ Report Date +23.1%
INTC INTEL CORP 0.0%
Value $29,114 Shares 1,241 Share Price $23.46 Est. Cost/Share $30.72 Unrealized @ Report Date -23.6%
QHY WISDOMTREE TR 0.0%
Value $28,823 Shares 624 Share Price $46.19 Est. Cost/Share $44.09 Unrealized @ Report Date +4.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $28,779 Shares 129 Share Price $223.09 Est. Cost/Share $174.83 Unrealized @ Report Date +25.1%
HRB BLOCK H & R INC 0.0%
Value $28,534 Shares 449 Share Price $63.55 * Est. Cost/Share $29.86 Unrealized @ Report Date +104.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value $27,801 Shares 557 Share Price $49.91 Est. Cost/Share $37.07 Unrealized @ Report Date +32.2%
EWJ ISHARES INC 0.0%
Value $27,257 Shares 381 Share Price $71.54 Est. Cost/Share $64.94 Unrealized @ Report Date +10.2%
ABT ABBOTT LABS 0.0%
Value $26,907 Shares 236 Share Price $114.01 * Est. Cost/Share $101.84 Unrealized @ Report Date +9.4%
AZN ASTRAZENECA PLC 0.0%
Value $26,022 Shares 334 Share Price $77.91 Est. Cost/Share $71.07 Unrealized @ Report Date
NOW SERVICENOW INC 0.0%
Value $25,938 Shares 29 Share Price $894.41 * Est. Cost/Share $140.29 Unrealized @ Report Date +27.5%
XT ISHARES TR 0.0%
Value $25,509 Shares 419 Share Price $60.88 Est. Cost/Share $52.71 Unrealized @ Report Date +15.5%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value $25,480 Shares 713 Share Price $35.74 Est. Cost/Share $30.45 Unrealized @ Report Date +17.4%
AZO AUTOZONE INC 0.0%
Value $25,201 Shares 8 Share Price $3150.13 Est. Cost/Share $2691.76 Unrealized @ Report Date +17.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $25,066 Shares 44 Share Price $569.68 Est. Cost/Share $455.29 Unrealized @ Report Date +25.1%
IYH ISHARES TR 0.0%
Value $24,375 Shares 375 Share Price $65.00 Est. Cost/Share $59.22 Unrealized @ Report Date +9.8%
MU MICRON TECHNOLOGY INC 0.0%
Value $23,953 Shares 231 Share Price $103.69 Est. Cost/Share $103.98 Unrealized @ Report Date -0.8%
F FORD MTR CO 0.0%
Value $23,940 Shares 2,267 Share Price $10.56 * Est. Cost/Share $10.69 Unrealized @ Report Date -9.3%
COWZ PACER FDS TR 0.0%
Value $23,711 Shares 410 Share Price $57.83 Est. Cost/Share $50.59 Unrealized @ Report Date +14.3%
SPBO SPDR SER TR 0.0%
Value $23,664 Shares 788 Share Price $30.03 Est. Cost/Share $29.49 Unrealized @ Report Date +1.8%
VBK VANGUARD INDEX FDS 0.0%
Value $23,529 Shares 88 Share Price $267.38 Est. Cost/Share $253.85 Unrealized @ Report Date +5.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $23,506 Shares 38 Share Price $618.58 Est. Cost/Share $552.65 Unrealized @ Report Date +11.5%
AVGO BROADCOM INC 0.0%
Value $23,288 Shares 135 Share Price $172.50 Est. Cost/Share $153.34 Unrealized @ Report Date +11.2%
BA BOEING CO 0.0%
Value $23,263 Shares 153 Share Price $152.05 Est. Cost/Share $207.72 Unrealized @ Report Date -26.8%
HOG HARLEY DAVIDSON INC 0.0%
Value $23,118 Shares 600 Share Price $38.53 Est. Cost/Share $34.92 Unrealized @ Report Date +10.3%
DD DUPONT DE NEMOURS INC 0.0%
Value $22,946 Shares 258 Share Price $88.94 * Est. Cost/Share $27.17 Unrealized @ Report Date +33.7%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $22,613 Shares 270 Share Price $83.75 Est. Cost/Share $78.76 Unrealized @ Report Date +6.3%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $22,599 Shares 46 Share Price $491.28 Est. Cost/Share $392.04 Unrealized @ Report Date +25.3%
SPGI S&P GLOBAL INC 0.0%
Value $22,473 Shares 44 Share Price $510.75 Est. Cost/Share $409.41 Unrealized @ Report Date +25.0%
KLAC KLA CORP 0.0%
Value $22,458 Shares 29 Share Price $774.41 Est. Cost/Share $617.03 Unrealized @ Report Date +24.1%
VDC VANGUARD WORLD FD 0.0%
Value $22,285 Shares 102 Share Price $218.48 Est. Cost/Share $195.38 Unrealized @ Report Date +11.8%
MA MASTERCARD INCORPORATED 0.0%
Value $22,221 Shares 45 Share Price $493.80 Est. Cost/Share $437.08 Unrealized @ Report Date +12.2%
GSK GSK PLC 0.0%
Value $22,157 Shares 542 Share Price $40.88 Est. Cost/Share $35.87 Unrealized @ Report Date +14.0%
CB CHUBB LIMITED 0.0%
Value $21,918 Shares 76 Share Price $288.39 Est. Cost/Share $217.33 Unrealized @ Report Date +31.4%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value $21,865 Shares 777 Share Price $28.14 Est. Cost/Share $24.31 Unrealized @ Report Date +15.8%
IWX ISHARES TR 0.0%
Value $21,700 Shares 267 Share Price $81.27 Est. Cost/Share $65.75 Unrealized @ Report Date +23.6%
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $21,545 Shares 208 Share Price $103.58 Est. Cost/Share $99.76 Unrealized @ Report Date +3.8%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $21,431 Shares 287 Share Price $74.67 Est. Cost/Share $53.52 Unrealized @ Report Date +39.5%
IVT INVENTRUST PPTYS CORP 0.0%
Value $21,391 Shares 754 Share Price $28.37 Est. Cost/Share $23.14 Unrealized @ Report Date
SHYG ISHARES TR 0.0%
Value $21,189 Shares 488 Share Price $43.42 Est. Cost/Share $41.45 Unrealized @ Report Date
DIHP DIMENSIONAL ETF TRUST 0.0%
Value $20,969 Shares 757 Share Price $27.70 Est. Cost/Share $26.86 Unrealized @ Report Date +3.1%
VTRS VIATRIS INC 0.0%
Value $20,690 Shares 1,782 Share Price $11.61 * Est. Cost/Share $8.54 Unrealized @ Report Date +28.3%
BWX SPDR SER TR 0.0%
Value $20,648 Shares 884 Share Price $23.36 Est. Cost/Share $23.36 Unrealized @ Report Date
INTU INTUIT 0.0%
Value $20,493 Shares 33 Share Price $621.00 Est. Cost/Share $586.46 Unrealized @ Report Date +5.0%
KRE SPDR SER TR 0.0%
Value $20,376 Shares 360 Share Price $56.60 Est. Cost/Share $41.03 Unrealized @ Report Date +37.9%
MOAT VANECK ETF TRUST 0.0%
Value $20,263 Shares 209 Share Price $96.95 Est. Cost/Share $75.27 Unrealized @ Report Date +28.8%
DIV GLOBAL X FDS 0.0%
Value $19,887 Shares 1,064 Share Price $18.69 Est. Cost/Share $16.78 Unrealized @ Report Date +11.4%
COP CONOCOPHILLIPS 0.0%
Value $19,793 Shares 188 Share Price $105.28 * Est. Cost/Share $108.02 Unrealized @ Report Date -6.5%
AEE AMEREN CORP 0.0%
Value $19,766 Shares 226 Share Price $87.46 * Est. Cost/Share $78.68 Unrealized @ Report Date +7.2%
PRU PRUDENTIAL FINL INC 0.0%
Value $19,376 Shares 160 Share Price $121.10 * Est. Cost/Share $73.47 Unrealized @ Report Date +55.1%
BPOP POPULAR INC 0.0%
Value $19,052 Shares 190 Share Price $100.27 * Est. Cost/Share $66.61 Unrealized @ Report Date +45.5%
ALRS ALERUS FINL CORP 0.0%
Value $18,991 Shares 830 Share Price $22.88 * Est. Cost/Share $14.91 Unrealized @ Report Date +46.0%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $18,385 Shares 277 Share Price $66.37 Est. Cost/Share $62.27 Unrealized @ Report Date
EQT EQT CORP 0.0%
Value $18,320 Shares 500 Share Price $36.64 Est. Cost/Share $34.01 Unrealized @ Report Date +6.0%
CTAS CINTAS CORP 0.0%
Value $18,118 Shares 88 Share Price $205.89 Est. Cost/Share $185.30 Unrealized @ Report Date +10.0%
IBTM ISHARES TR 0.0%
Value $17,798 Shares 758 Share Price $23.48 Est. Cost/Share $22.71 Unrealized @ Report Date +3.4%
IBTO ISHARES TR 0.0%
Value $17,753 Shares 707 Share Price $25.11 Est. Cost/Share $24.35 Unrealized @ Report Date +3.1%
INVESCO CALIF VALUE MUN INCO 0.0%
Value $17,697 Shares 1,625 Share Price $10.89 Est. Cost/Share $9.58 Unrealized @ Report Date
KMB KIMBERLY-CLARK CORP 0.0%
Value $17,643 Shares 124 Share Price $142.28 * Est. Cost/Share $125.76 Unrealized @ Report Date +7.7%
GLW CORNING INC 0.0%
Value $17,383 Shares 385 Share Price $45.15 * Est. Cost/Share $27.12 Unrealized @ Report Date +62.4%
TXN TEXAS INSTRS INC 0.0%
Value $17,249 Shares 84 Share Price $205.35 * Est. Cost/Share $158.95 Unrealized @ Report Date +25.1%
ETN EATON CORP PLC 0.0%
Value $17,235 Shares 52 Share Price $331.44 Est. Cost/Share $184.81 Unrealized @ Report Date +77.1%
ELV ELEVANCE HEALTH INC 0.0%
Value $17,160 Shares 33 Share Price $520.00 * Est. Cost/Share $472.78 Unrealized @ Report Date +7.5%
AMLIF AMERICAN LITHIUM CORP 0.0%
Value $17,099 Shares 30,300 Share Price $0.56 * Est. Cost/Share $2.10 Unrealized @ Report Date -78.6%
URI UNITED RENTALS INC 0.0%
Value $17,005 Shares 21 Share Price $809.76 Est. Cost/Share $655.29 Unrealized @ Report Date +22.2%
MDYV SPDR SER TR 0.0%
Value $16,608 Shares 209 Share Price $79.46 Est. Cost/Share $65.35 Unrealized @ Report Date +21.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value $16,461 Shares 219 Share Price $75.16 Est. Cost/Share $69.50 Unrealized @ Report Date +8.1%
GE GE AEROSPACE 0.0%
Value $16,218 Shares 86 Share Price $188.58 Est. Cost/Share $79.83 Unrealized @ Report Date +134.5%
DDWM WISDOMTREE TR 0.0%
Value $15,994 Shares 446 Share Price $35.86 Est. Cost/Share $35.01 Unrealized @ Report Date +2.4%
SONY SONY GROUP CORP 0.0%
Value $15,935 Shares 165 Share Price $96.58 Est. Cost/Share $86.74 Unrealized @ Report Date +11.3%
EMB ISHARES TR 0.0%
Value $15,574 Shares 166 Share Price $93.82 Est. Cost/Share $85.45 Unrealized @ Report Date +9.5%
SLVM SYLVAMO CORP 0.0%
Value $15,453 Shares 180 Share Price $85.85 * Est. Cost/Share $39.67 Unrealized @ Report Date +79.4%
BAC BANK AMERICA CORP 0.0%
Value $15,158 Shares 382 Share Price $39.68 * Est. Cost/Share $31.06 Unrealized @ Report Date +24.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $14,776 Shares 329 Share Price $44.91 * Est. Cost/Share $31.20 Unrealized @ Report Date +32.6%
MET METLIFE INC 0.0%
Value $14,764 Shares 179 Share Price $82.48 * Est. Cost/Share $56.89 Unrealized @ Report Date +39.9%
CTVA CORTEVA INC 0.0%
Value $14,757 Shares 251 Share Price $58.79 Est. Cost/Share $56.63 Unrealized @ Report Date +2.5%
DOW DOW INC 0.0%
Value $14,696 Shares 269 Share Price $54.63 * Est. Cost/Share $45.25 Unrealized @ Report Date +10.6%
ADSK AUTODESK INC 0.0%
Value $14,601 Shares 53 Share Price $275.49 Est. Cost/Share $224.64 Unrealized @ Report Date +22.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $14,419 Shares 62 Share Price $232.56 * Est. Cost/Share $178.08 Unrealized @ Report Date +24.2%
TEX TEREX CORP NEW 0.0%
Value $14,022 Shares 265 Share Price $52.91 Est. Cost/Share $51.70 Unrealized @ Report Date +2.3%
MCHI ISHARES TR 0.0%
Value $14,001 Shares 275 Share Price $50.91 Est. Cost/Share $46.78 Unrealized @ Report Date +8.8%
SNY SANOFI 0.0%
Value $13,947 Shares 242 Share Price $57.63 Est. Cost/Share $53.81 Unrealized @ Report Date +7.1%
UNM UNUM GROUP 0.0%
Value $13,791 Shares 232 Share Price $59.44 Est. Cost/Share $43.63 Unrealized @ Report Date +36.2%
SPYV SPDR SER TR 0.0%
Value $13,691 Shares 259 Share Price $52.86 Est. Cost/Share $41.30 Unrealized @ Report Date +28.0%
DVYE ISHARES INC 0.0%
Value $13,461 Shares 469 Share Price $28.70 Est. Cost/Share $24.78 Unrealized @ Report Date +15.8%
TSLA TESLA INC 0.0%
Value $13,344 Shares 51 Share Price $261.65 Est. Cost/Share $187.12 Unrealized @ Report Date +39.8%
CMI CUMMINS INC 0.0%
Value $13,276 Shares 41 Share Price $323.80 * Est. Cost/Share $263.80 Unrealized @ Report Date +19.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $13,202 Shares 25 Share Price $528.08 * Est. Cost/Share $426.55 Unrealized @ Report Date +21.2%
IEI ISHARES TR 0.0%
Value $13,037 Shares 109 Share Price $119.61 Est. Cost/Share $118.18 Unrealized @ Report Date +1.2%
IBDY ISHARES TR 0.0%
Value $13,016 Shares 493 Share Price $26.40 Est. Cost/Share $25.91 Unrealized @ Report Date +1.9%
DFEV DIMENSIONAL ETF TRUST 0.0%
Value $12,921 Shares 454 Share Price $28.46 Est. Cost/Share $27.38 Unrealized @ Report Date +4.0%
GNRC GENERAC HLDGS INC 0.0%
Value $12,711 Shares 80 Share Price $158.89 Est. Cost/Share $138.20 Unrealized @ Report Date +15.0%
SDG ISHARES TR 0.0%
Value $12,549 Shares 148 Share Price $84.79 Est. Cost/Share $79.39 Unrealized @ Report Date +6.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $12,378 Shares 25 Share Price $495.12 * Est. Cost/Share $307.90 Unrealized @ Report Date +56.8%
SBUX STARBUCKS CORP 0.0%
Value $12,333 Shares 127 Share Price $97.11 * Est. Cost/Share $97.26 Unrealized @ Report Date -3.0%
HCA HCA HEALTHCARE INC 0.0%
Value $12,193 Shares 30 Share Price $406.43 Est. Cost/Share $320.76 Unrealized @ Report Date +25.5%
ADI ANALOG DEVICES INC 0.0%
Value $11,969 Shares 52 Share Price $230.17 * Est. Cost/Share $176.89 Unrealized @ Report Date +27.5%
IDEV ISHARES TR 0.0%
Value $11,829 Shares 167 Share Price $70.83 Est. Cost/Share $70.83 Unrealized @ Report Date
MS MORGAN STANLEY 0.0%
Value $11,675 Shares 112 Share Price $104.24 * Est. Cost/Share $88.69 Unrealized @ Report Date +13.4%
JKHY HENRY JACK & ASSOC INC 0.0%
Value $11,652 Shares 66 Share Price $176.55 * Est. Cost/Share $150.31 Unrealized @ Report Date +10.5%
VLTO VERALTO CORP 0.0%
Value $11,634 Shares 104 Share Price $111.87 Est. Cost/Share $94.12 Unrealized @ Report Date +18.2%
HEI HEICO CORP NEW 0.0%
Value $11,506 Shares 44 Share Price $261.50 Est. Cost/Share $168.55 Unrealized @ Report Date +55.1%
AON AON PLC 0.0%
Value $11,418 Shares 33 Share Price $346.00 Est. Cost/Share $325.28 Unrealized @ Report Date +5.5%
MCK MCKESSON CORP 0.0%
Value $11,372 Shares 23 Share Price $494.43 Est. Cost/Share $416.71 Unrealized @ Report Date +18.0%
APH AMPHENOL CORP NEW 0.0%
Value $11,208 Shares 172 Share Price $65.16 Est. Cost/Share $50.10 Unrealized @ Report Date +28.8%
CSGP COSTAR GROUP INC 0.0%
Value $11,090 Shares 147 Share Price $75.44 Est. Cost/Share $84.75 Unrealized @ Report Date -11.0%
SLYG SPDR SER TR 0.0%
Value $10,987 Shares 118 Share Price $93.11 Est. Cost/Share $73.11 Unrealized @ Report Date +27.4%
SO SOUTHERN CO 0.0%
Value $10,912 Shares 121 Share Price $90.18 * Est. Cost/Share $63.78 Unrealized @ Report Date +35.7%
DELL DELL TECHNOLOGIES INC 0.0%
Value $10,551 Shares 89 Share Price $118.55 * Est. Cost/Share $130.64 Unrealized @ Report Date -11.2%
FITB FIFTH THIRD BANCORP 0.0%
Value $10,453 Shares 244 Share Price $42.84 * Est. Cost/Share $34.31 Unrealized @ Report Date +19.4%
ESML ISHARES TR 0.0%
Value $10,372 Shares 248 Share Price $41.82 Est. Cost/Share $33.85 Unrealized @ Report Date +23.5%
SCZ ISHARES TR 0.0%
Value $10,359 Shares 153 Share Price $67.71 Est. Cost/Share $59.81 Unrealized @ Report Date +13.2%
BBY BEST BUY INC 0.0%
Value $10,336 Shares 100 Share Price $103.36 * Est. Cost/Share $65.62 Unrealized @ Report Date +47.8%
MDYG SPDR SER TR 0.0%
Value $10,266 Shares 117 Share Price $87.74 Est. Cost/Share $68.31 Unrealized @ Report Date +28.4%
FNDE SCHWAB STRATEGIC TR 0.0%
Value $10,198 Shares 316 Share Price $32.27 Est. Cost/Share $26.54 Unrealized @ Report Date +21.6%
XLF SELECT SECTOR SPDR TR 0.0%
Value $10,016 Shares 221 Share Price $45.32 Est. Cost/Share $32.64 Unrealized @ Report Date +38.9%
EFX EQUIFAX INC 0.0%
Value $9,992 Shares 34 Share Price $293.88 Est. Cost/Share $206.59 Unrealized @ Report Date +40.9%
SLYV SPDR SER TR 0.0%
Value $9,985 Shares 115 Share Price $86.83 Est. Cost/Share $75.01 Unrealized @ Report Date +15.7%
SUSL ISHARES TR 0.0%
Value $9,949 Shares 98 Share Price $101.52 Est. Cost/Share $73.01 Unrealized @ Report Date +39.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value $9,924 Shares 26 Share Price $381.69 Est. Cost/Share $242.38 Unrealized @ Report Date +55.8%
FISV FISERV INC 0.0%
Value $9,881 Shares 55 Share Price $179.65 Est. Cost/Share $151.37 Unrealized @ Report Date +18.7%
J JACOBS SOLUTIONS INC 0.0%
Value $9,818 Shares 75 Share Price $130.91 * Est. Cost/Share $115.55 Unrealized @ Report Date +10.9%
NVR NVR INC 0.0%
Value $9,812 Shares 1 Share Price $9812.00 Est. Cost/Share $7647.13 Unrealized @ Report Date +28.3%
DKS DICKS SPORTING GOODS INC 0.0%
Value $9,809 Shares 47 Share Price $208.70 * Est. Cost/Share $200.67 Unrealized @ Report Date +1.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value $9,721 Shares 28 Share Price $347.18 Est. Cost/Share $295.11 Unrealized @ Report Date +17.6%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value $9,676 Shares 316 Share Price $30.62 Est. Cost/Share $18.48 Unrealized @ Report Date
SPAB SPDR SER TR 0.0%
Value $9,672 Shares 370 Share Price $26.14 Est. Cost/Share $25.48 Unrealized @ Report Date +2.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $9,371 Shares 142 Share Price $65.99 Est. Cost/Share $87.29 Unrealized @ Report Date -24.4%
APO APOLLO GLOBAL MGMT INC 0.0%
Value $9,369 Shares 75 Share Price $124.92 Est. Cost/Share $110.88 Unrealized @ Report Date +10.8%
FAST FASTENAL CO 0.0%
Value $9,214 Shares 129 Share Price $71.43 * Est. Cost/Share $25.68 Unrealized @ Report Date +35.5%
RIO RIO TINTO PLC 0.0%
Value $9,110 Shares 128 Share Price $71.17 Est. Cost/Share $68.05 Unrealized @ Report Date +4.6%
AME AMETEK INC 0.0%
Value $9,101 Shares 53 Share Price $171.72 Est. Cost/Share $143.53 Unrealized @ Report Date +18.7%
VHT VANGUARD WORLD FD 0.0%
Value $9,031 Shares 32 Share Price $282.22 Est. Cost/Share $243.28 Unrealized @ Report Date +16.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $8,982 Shares 105 Share Price $85.54 Est. Cost/Share $72.39 Unrealized @ Report Date +17.2%
SHEL SHELL PLC 0.0%
Value $8,904 Shares 135 Share Price $65.96 Est. Cost/Share $71.47 Unrealized @ Report Date -7.7%
STRA STRATEGIC ED INC 0.0%
Value $8,885 Shares 96 Share Price $92.55 * Est. Cost/Share $76.03 Unrealized @ Report Date +17.5%
IBHJ ISHARES TR 0.0%
Value $8,760 Shares 326 Share Price $26.87 Est. Cost/Share $26.37 Unrealized @ Report Date +1.9%
TOTALENERGIES SE 0.0%
Value $8,595 Shares 133 Share Price $64.62 Est. Cost/Share $67.24 Unrealized @ Report Date
HUM HUMANA INC 0.0%
Value $8,552 Shares 27 Share Price $316.74 Est. Cost/Share $441.32 Unrealized @ Report Date -29.5%
VEEV VEEVA SYS INC 0.0%
Value $8,395 Shares 40 Share Price $209.88 Est. Cost/Share $198.49 Unrealized @ Report Date +5.7%
NDAQ NASDAQ INC 0.0%
Value $8,324 Shares 114 Share Price $73.02 Est. Cost/Share $48.99 Unrealized @ Report Date +46.8%
HPQ HP INC 0.0%
Value $8,143 Shares 227 Share Price $35.87 * Est. Cost/Share $27.12 Unrealized @ Report Date +25.6%
MAS MASCO CORP 0.0%
Value $8,143 Shares 97 Share Price $83.95 * Est. Cost/Share $68.51 Unrealized @ Report Date +8.1%
ACWI ISHARES TR 0.0%
Value $8,130 Shares 68 Share Price $119.56 Est. Cost/Share $92.80 Unrealized @ Report Date +28.8%
CFG CITIZENS FINL GROUP INC 0.0%
Value $8,112 Shares 198 Share Price $40.97 * Est. Cost/Share $32.04 Unrealized @ Report Date +22.2%
LUV SOUTHWEST AIRLS CO 0.0%
Value $7,852 Shares 265 Share Price $29.63 * Est. Cost/Share $29.51 Unrealized @ Report Date -2.2%
WISDOMTREE TR 0.0%
Value $7,810 Shares 286 Share Price $27.31 Est. Cost/Share $34.84 Unrealized @ Report Date
KHC KRAFT HEINZ CO 0.0%
Value $7,746 Shares 221 Share Price $35.05 * Est. Cost/Share $33.46 Unrealized @ Report Date -2.2%
AVUS AMERICAN CENTY ETF TR 0.0%
Value $7,708 Shares 81 Share Price $95.16 Est. Cost/Share $71.56 Unrealized @ Report Date +33.0%
VLUE ISHARES TR 0.0%
Value $7,633 Shares 70 Share Price $109.04 Est. Cost/Share $91.07 Unrealized @ Report Date +19.7%
ARW ARROW ELECTRS INC 0.0%
Value $7,572 Shares 57 Share Price $132.84 * Est. Cost/Share $124.47 Unrealized @ Report Date +1.8%
JBL JABIL INC 0.0%
Value $7,550 Shares 63 Share Price $119.84 Est. Cost/Share $120.79 Unrealized @ Report Date -1.0%
IEX IDEX CORP 0.0%
Value $7,508 Shares 35 Share Price $214.51 Est. Cost/Share $202.74 Unrealized @ Report Date +3.9%
ESGD ISHARES TR 0.0%
Value $7,492 Shares 89 Share Price $84.18 Est. Cost/Share $72.95 Unrealized @ Report Date +15.4%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $7,441 Shares 31 Share Price $240.03 * Est. Cost/Share $250.12 Unrealized @ Report Date -6.2%
HLN HALEON PLC 0.0%
Value $7,153 Shares 676 Share Price $10.58 Est. Cost/Share $8.53 Unrealized @ Report Date +24.0%
CPB CAMPBELL SOUP CO 0.0%
Value $6,556 Shares 134 Share Price $48.93 * Est. Cost/Share $45.68 Unrealized @ Report Date +1.7%
INSP INSPIRE MED SYS INC 0.0%
Value $6,543 Shares 31 Share Price $211.06 * Est. Cost/Share $162.01 Unrealized @ Report Date +7.2%
COR CENCORA INC 0.0%
Value $6,528 Shares 29 Share Price $225.10 Est. Cost/Share $169.11 Unrealized @ Report Date +31.8%
EXPE EXPEDIA GROUP INC 0.0%
Value $6,513 Shares 44 Share Price $148.02 Est. Cost/Share $97.23 Unrealized @ Report Date +51.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value $6,464 Shares 26 Share Price $248.62 Est. Cost/Share $182.70 Unrealized @ Report Date +34.4%
ON ON SEMICONDUCTOR CORP 0.0%
Value $6,463 Shares 89 Share Price $72.62 Est. Cost/Share $70.16 Unrealized @ Report Date +3.8%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $6,446 Shares 187 Share Price $34.47 * Est. Cost/Share $22.13 Unrealized @ Report Date +43.2%
SCHH SCHWAB STRATEGIC TR 0.0%
Value $6,303 Shares 272 Share Price $23.17 Est. Cost/Share $19.17 Unrealized @ Report Date +20.8%
VOX VANGUARD WORLD FD 0.0%
Value $6,252 Shares 43 Share Price $145.40 Est. Cost/Share $131.91 Unrealized @ Report Date +10.2%
CC CHEMOURS CO 0.0%
Value $6,178 Shares 304 Share Price $20.32 * Est. Cost/Share $27.54 Unrealized @ Report Date -29.9%
APPS DIGITAL TURBINE INC 0.0%
Value $6,140 Shares 2,000 Share Price $3.07 Est. Cost/Share $4.78 Unrealized @ Report Date -35.7%
WRB BERKLEY W R CORP 0.0%
Value $6,127 Shares 108 Share Price $56.73 * Est. Cost/Share $42.39 Unrealized @ Report Date +29.1%
TKR TIMKEN CO 0.0%
Value $5,732 Shares 68 Share Price $84.29 Est. Cost/Share $78.85 Unrealized @ Report Date +6.9%
IWO ISHARES TR 0.0%
Value $5,680 Shares 20 Share Price $284.00 Est. Cost/Share $229.29 Unrealized @ Report Date +23.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value $5,652 Shares 87 Share Price $64.97 Est. Cost/Share $50.45 Unrealized @ Report Date +26.5%
OEC ORION S.A. 0.0%
Value $5,611 Shares 315 Share Price $17.81 * Est. Cost/Share $22.94 Unrealized @ Report Date -16.0%
CXT CRANE NXT CO 0.0%
Value $5,610 Shares 100 Share Price $56.10 Est. Cost/Share $51.81 Unrealized @ Report Date +10.3%
TILT FLEXSHARES TR 0.0%
Value $5,534 Shares 26 Share Price $212.85 Est. Cost/Share $159.30 Unrealized @ Report Date +33.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value $5,494 Shares 37 Share Price $148.49 Est. Cost/Share $125.05 Unrealized @ Report Date +17.6%
LIN LINDE PLC 0.0%
Value $5,484 Shares 12 Share Price $457.00 * Est. Cost/Share $352.90 Unrealized @ Report Date +32.9%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $5,434 Shares 252 Share Price $21.56 Est. Cost/Share $16.81 Unrealized @ Report Date
GEV GE VERNOVA INC 0.0%
Value $5,355 Shares 21 Share Price $255.00 Est. Cost/Share $158.10 Unrealized @ Report Date +60.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $5,349 Shares 12 Share Price $445.75 * Est. Cost/Share $336.94 Unrealized @ Report Date +38.0%
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value $5,220 Shares 65 Share Price $80.31 Est. Cost/Share $76.62 Unrealized @ Report Date +4.8%
TECH BIO-TECHNE CORP 0.0%
Value $5,116 Shares 64 Share Price $79.94 Est. Cost/Share $79.36 Unrealized @ Report Date +0.0%
IBHG ISHARES TR 0.0%
Value $5,085 Shares 225 Share Price $22.60 Est. Cost/Share $22.19 Unrealized @ Report Date +1.8%
RWO SPDR INDEX SHS FDS 0.0%
Value $5,039 Shares 106 Share Price $47.54 Est. Cost/Share $40.91 Unrealized @ Report Date +16.2%
BALL BALL CORP 0.0%
Value $5,026 Shares 74 Share Price $67.92 Est. Cost/Share $52.22 Unrealized @ Report Date +27.7%
JOUT JOHNSON OUTDOORS INC 0.0%
Value $4,936 Shares 136 Share Price $36.29 Est. Cost/Share $59.77 Unrealized @ Report Date -39.4%
LIT GLOBAL X FDS 0.0%
Value $4,883 Shares 112 Share Price $43.60 Est. Cost/Share $59.96 Unrealized @ Report Date -27.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value $4,786 Shares 14 Share Price $341.86 * Est. Cost/Share $104.05 Unrealized @ Report Date +64.2%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $4,693 Shares 66 Share Price $71.11 Est. Cost/Share $62.13 Unrealized @ Report Date +14.4%
VDE VANGUARD WORLD FD 0.0%
Value $4,654 Shares 38 Share Price $122.47 Est. Cost/Share $125.08 Unrealized @ Report Date -2.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $4,645 Shares 227 Share Price $20.46 * Est. Cost/Share $14.20 Unrealized @ Report Date +39.4%
NUSA NUSHARES ETF TR 0.0%
Value $4,623 Shares 197 Share Price $23.47 Est. Cost/Share $22.98 Unrealized @ Report Date +2.1%
PCTY PAYLOCITY HLDG CORP 0.0%
Value $4,455 Shares 27 Share Price $165.00 Est. Cost/Share $183.04 Unrealized @ Report Date -9.9%
EOG EOG RES INC 0.0%
Value $4,426 Shares 36 Share Price $122.94 * Est. Cost/Share $104.44 Unrealized @ Report Date +13.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $4,092 Shares 7 Share Price $584.57 * Est. Cost/Share $431.49 Unrealized @ Report Date +30.8%
TROW PRICE T ROWE GROUP INC 0.0%
Value $4,085 Shares 38 Share Price $107.50 * Est. Cost/Share $96.42 Unrealized @ Report Date +6.2%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $4,017 Shares 20 Share Price $200.85 Est. Cost/Share $177.34 Unrealized @ Report Date +13.3%
EXPO EXPONENT INC 0.0%
Value $3,920 Shares 34 Share Price $115.29 * Est. Cost/Share $90.75 Unrealized @ Report Date +12.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $3,899 Shares 38 Share Price $102.61 * Est. Cost/Share $79.95 Unrealized @ Report Date +22.8%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value $3,850 Shares 43 Share Price $89.53 * Est. Cost/Share $60.80 Unrealized @ Report Date +43.4%
SSYS STRATASYS LTD 0.0%
Value $3,848 Shares 463 Share Price $8.31 Est. Cost/Share $15.66 Unrealized @ Report Date -46.9%
NOK NOKIA CORP 0.0%
Value $3,846 Shares 880 Share Price $4.37 Est. Cost/Share $4.23 Unrealized @ Report Date +3.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $3,774 Shares 23 Share Price $164.09 Est. Cost/Share $134.79 Unrealized @ Report Date +21.7%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $3,737 Shares 639 Share Price $5.85 Est. Cost/Share $5.85 Unrealized @ Report Date
ISCG ISHARES TR 0.0%
Value $3,721 Shares 76 Share Price $48.96 Est. Cost/Share $39.29 Unrealized @ Report Date +24.6%
FIVE FIVE BELOW INC 0.0%
Value $3,623 Shares 41 Share Price $88.37 Est. Cost/Share $195.49 Unrealized @ Report Date -54.8%
PEGA PEGASYSTEMS INC 0.0%
Value $3,509 Shares 48 Share Price $73.10 * Est. Cost/Share $23.24 Unrealized @ Report Date +41.7%
DHR DANAHER CORPORATION 0.0%
Value $3,476 Shares 13 Share Price $267.38 * Est. Cost/Share $208.76 Unrealized @ Report Date +32.2%
ED CONSOLIDATED EDISON INC 0.0%
Value $3,437 Shares 33 Share Price $104.15 * Est. Cost/Share $87.77 Unrealized @ Report Date +13.7%
EQNR EQUINOR ASA 0.0%
Value $3,344 Shares 132 Share Price $25.33 Est. Cost/Share $28.56 Unrealized @ Report Date
EFG ISHARES TR 0.0%
Value $3,338 Shares 31 Share Price $107.68 Est. Cost/Share $95.13 Unrealized @ Report Date +13.2%
TFC TRUIST FINL CORP 0.0%
Value $3,337 Shares 78 Share Price $42.78 * Est. Cost/Share $26.95 Unrealized @ Report Date +49.6%
FSLR FIRST SOLAR INC 0.0%
Value $3,243 Shares 13 Share Price $249.46 * Est. Cost/Share $218.00 Unrealized @ Report Date +3.3%
CRL CHARLES RIV LABS INTL INC 0.0%
Value $3,152 Shares 16 Share Price $197.00 Est. Cost/Share $198.96 Unrealized @ Report Date -1.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $3,086 Shares 11 Share Price $280.55 Est. Cost/Share $139.36 Unrealized @ Report Date +101.3%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value $3,038 Shares 215 Share Price $14.13 * Est. Cost/Share $12.17 Unrealized @ Report Date +8.5%
ETR ENTERGY CORP NEW 0.0%
Value $2,896 Shares 22 Share Price $131.64 * Est. Cost/Share $47.16 Unrealized @ Report Date +34.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $2,861 Shares 18 Share Price $158.94 Est. Cost/Share $155.17 Unrealized @ Report Date +2.4%
VLO VALERO ENERGY CORP 0.0%
Value $2,701 Shares 20 Share Price $135.05 * Est. Cost/Share $107.19 Unrealized @ Report Date +21.2%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $2,669 Shares 37 Share Price $72.14 Est. Cost/Share $48.12 Unrealized @ Report Date +49.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $2,628 Shares 28 Share Price $93.86 Est. Cost/Share $79.45 Unrealized @ Report Date +17.9%
CDW CDW CORP 0.0%
Value $2,603 Shares 12 Share Price $216.92 * Est. Cost/Share $168.84 Unrealized @ Report Date +31.6%
PAYC PAYCOM SOFTWARE INC 0.0%
Value $2,499 Shares 15 Share Price $166.60 Est. Cost/Share $289.15 Unrealized @ Report Date -42.9%
SMH VANECK ETF TRUST 0.0%
Value $2,455 Shares 10 Share Price $245.50 Est. Cost/Share $199.49 Unrealized @ Report Date +23.0%
WDAY WORKDAY INC 0.0%
Value $2,445 Shares 10 Share Price $244.50 Est. Cost/Share $200.31 Unrealized @ Report Date +22.0%
SJM SMUCKER J M CO 0.0%
Value $2,422 Shares 20 Share Price $121.10 * Est. Cost/Share $106.16 Unrealized @ Report Date +8.5%
AMTM AMENTUM HOLDINGS INC 0.0%
Value $2,419 Shares 75 Share Price $32.25 Est. Cost/Share $28.49 Unrealized @ Report Date +13.2%
XLY SELECT SECTOR SPDR TR 0.0%
Value $2,405 Shares 12 Share Price $200.42 * Est. Cost/Share $76.56 Unrealized @ Report Date +30.9%
CGNX COGNEX CORP 0.0%
Value $2,390 Shares 59 Share Price $40.51 * Est. Cost/Share $50.68 Unrealized @ Report Date -16.9%
BL BLACKLINE INC 0.0%
Value $2,372 Shares 43 Share Price $55.16 * Est. Cost/Share $55.51 Unrealized @ Report Date -11.3%
NTRS NORTHERN TR CORP 0.0%
Value $2,341 Shares 26 Share Price $90.04 * Est. Cost/Share $70.33 Unrealized @ Report Date +19.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $2,304 Shares 2 Share Price $1152.00 * Est. Cost/Share $61.07 Unrealized @ Report Date +25.7%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $2,176 Shares 92 Share Price $23.65 Est. Cost/Share $31.06 Unrealized @ Report Date -23.8%
PSTG PURE STORAGE INC 0.0%
Value $2,161 Shares 43 Share Price $50.26 Est. Cost/Share $56.53 Unrealized @ Report Date -11.1%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $2,103 Shares 2 Share Price $1051.50 Est. Cost/Share $766.75 Unrealized @ Report Date +36.3%
ABRDN GLOBAL INCOME FUND INC 0.0%
Value $2,097 Shares 350 Share Price $5.99 Est. Cost/Share $5.96 Unrealized @ Report Date
KD KYNDRYL HLDGS INC 0.0%
Value $2,092 Shares 91 Share Price $22.99 Est. Cost/Share $13.53 Unrealized @ Report Date +69.8%
PLD PROLOGIS INC. 0.0%
Value $2,021 Shares 16 Share Price $126.31 * Est. Cost/Share $112.84 Unrealized @ Report Date +7.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value $1,988 Shares 8 Share Price $248.50 * Est. Cost/Share $200.25 Unrealized @ Report Date +20.8%
AVY AVERY DENNISON CORP 0.0%
Value $1,987 Shares 9 Share Price $220.78 * Est. Cost/Share $162.78 Unrealized @ Report Date +32.2%
BLACKROCK INC 0.0%
Value $1,900 Shares 2 Share Price $950.00 Est. Cost/Share $691.50 Unrealized @ Report Date
C CITIGROUP INC 0.0%
Value $1,878 Shares 30 Share Price $62.60 * Est. Cost/Share $42.74 Unrealized @ Report Date +41.3%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value $1,848 Shares 132 Share Price $14.00 * Est. Cost/Share $10.02 Unrealized @ Report Date +29.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value $1,823 Shares 19 Share Price $95.95 * Est. Cost/Share $75.96 Unrealized @ Report Date +12.1%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value $1,791 Shares 11 Share Price $162.82 * Est. Cost/Share $123.14 Unrealized @ Report Date +27.9%
XAR SPDR SER TR 0.0%
Value $1,731 Shares 11 Share Price $157.36 Est. Cost/Share $122.44 Unrealized @ Report Date +28.5%
HSY HERSHEY CO 0.0%
Value $1,727 Shares 9 Share Price $191.89 * Est. Cost/Share $223.58 Unrealized @ Report Date -17.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $1,630 Shares 21 Share Price $77.62 Est. Cost/Share $58.67 Unrealized @ Report Date +30.6%
BHP BHP GROUP LTD 0.0%
Value $1,615 Shares 26 Share Price $62.12 Est. Cost/Share $59.69 Unrealized @ Report Date
HSIC HENRY SCHEIN INC 0.0%
Value $1,604 Shares 22 Share Price $72.91 Est. Cost/Share $79.00 Unrealized @ Report Date -7.7%
EA ELECTRONIC ARTS INC 0.0%
Value $1,578 Shares 11 Share Price $143.45 Est. Cost/Share $124.94 Unrealized @ Report Date +14.1%
ACM AECOM 0.0%
Value $1,550 Shares 15 Share Price $103.33 * Est. Cost/Share $79.85 Unrealized @ Report Date +15.9%
ARISTA NETWORKS INC 0.0%
Value $1,536 Shares 4 Share Price $384.00 Est. Cost/Share $384.00 Unrealized @ Report Date
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $1,533 Shares 67 Share Price $22.88 * Est. Cost/Share $17.60 Unrealized @ Report Date +19.8%
EMBC EMBECTA CORP 0.0%
Value $1,523 Shares 108 Share Price $14.10 * Est. Cost/Share $24.47 Unrealized @ Report Date -45.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value $1,353 Shares 135 Share Price $10.02 Est. Cost/Share $10.51 Unrealized @ Report Date -4.7%
NEE NEXTERA ENERGY INC 0.0%
Value $1,353 Shares 16 Share Price $84.56 * Est. Cost/Share $67.61 Unrealized @ Report Date +20.4%
HESS CORP 0.0%
Value $1,223 Shares 9 Share Price $135.89 Est. Cost/Share $136.00 Unrealized @ Report Date
KRNT KORNIT DIGITAL LTD 0.0%
Value $1,215 Shares 47 Share Price $25.85 * Est. Cost/Share $22.60 Unrealized @ Report Date -18.5%
VST VISTRA CORP 0.0%
Value $1,186 Shares 10 Share Price $118.60 Est. Cost/Share $84.10 Unrealized @ Report Date +40.0%
CERT CERTARA INC 0.0%
Value $1,171 Shares 100 Share Price $11.71 * Est. Cost/Share $21.12 Unrealized @ Report Date -37.5%
LPLA LPL FINL HLDGS INC 0.0%
Value $1,164 Shares 5 Share Price $232.80 Est. Cost/Share $200.25 Unrealized @ Report Date +16.2%
DTE DTE ENERGY CO 0.0%
Value $1,156 Shares 9 Share Price $128.44 * Est. Cost/Share $101.46 Unrealized @ Report Date +21.3%
IAC IAC INC 0.0%
Value $1,131 Shares 21 Share Price $53.86 * Est. Cost/Share $45.81 Unrealized @ Report Date -9.1%
COF CAPITAL ONE FINL CORP 0.0%
Value $1,123 Shares 8 Share Price $140.38 * Est. Cost/Share $95.91 Unrealized @ Report Date +53.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $1,062 Shares 10 Share Price $106.20 Est. Cost/Share $87.52 Unrealized @ Report Date +21.2%
PROSHARES TR 0.0%
Value $1,032 Shares 50 Share Price $20.64 Est. Cost/Share $34.30 Unrealized @ Report Date
NRG NRG ENERGY INC 0.0%
Value $1,003 Shares 11 Share Price $91.18 Est. Cost/Share $78.00 Unrealized @ Report Date +14.7%
MPC MARATHON PETE CORP 0.0%
Value $978 Shares 6 Share Price $163.00 * Est. Cost/Share $109.92 Unrealized @ Report Date +44.2%
EQIX EQUINIX INC 0.0%
Value $888 Shares 1 Share Price $888.00 * Est. Cost/Share $692.48 Unrealized @ Report Date +24.7%
OGN ORGANON & CO 0.0%
Value $880 Shares 46 Share Price $19.13 * Est. Cost/Share $19.10 Unrealized @ Report Date -4.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value $856 Shares 17 Share Price $50.35 * Est. Cost/Share $56.48 Unrealized @ Report Date -13.1%
EAGG ISHARES TR 0.0%
Value $827 Shares 17 Share Price $48.65 Est. Cost/Share $47.65 Unrealized @ Report Date +2.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $814 Shares 3 Share Price $271.33 Est. Cost/Share $217.63 Unrealized @ Report Date +24.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $795 Shares 4 Share Price $198.75 Est. Cost/Share $182.78 Unrealized @ Report Date +7.8%
ULTA ULTA BEAUTY INC 0.0%
Value $779 Shares 2 Share Price $389.50 Est. Cost/Share $489.83 Unrealized @ Report Date -20.6%
GILD GILEAD SCIENCES INC 0.0%
Value $755 Shares 9 Share Price $83.89 * Est. Cost/Share $63.13 Unrealized @ Report Date +28.1%
PGNY PROGYNY INC 0.0%
Value $738 Shares 44 Share Price $16.77 * Est. Cost/Share $36.09 Unrealized @ Report Date -33.5%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value $721 Shares 17 Share Price $42.41 * Est. Cost/Share $94.80 Unrealized @ Report Date -44.7%
LNG CHENIERE ENERGY INC 0.0%
Value $720 Shares 4 Share Price $180.00 Est. Cost/Share $148.05 Unrealized @ Report Date +21.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value $696 Shares 10 Share Price $69.60 * Est. Cost/Share $50.62 Unrealized @ Report Date +40.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $688 Shares 8 Share Price $86.00 * Est. Cost/Share $65.46 Unrealized @ Report Date +25.3%
FIVN FIVE9 INC 0.0%
Value $661 Shares 23 Share Price $28.74 Est. Cost/Share $67.12 Unrealized @ Report Date -57.2%
GRMN GARMIN LTD 0.0%
Value $617 Shares 4 Share Price $154.25 * Est. Cost/Share $97.02 Unrealized @ Report Date +77.9%
PCAR PACCAR INC 0.0%
Value $593 Shares 6 Share Price $98.83 * Est. Cost/Share $66.51 Unrealized @ Report Date +40.2%
DG DOLLAR GEN CORP NEW 0.0%
Value $592 Shares 7 Share Price $84.57 * Est. Cost/Share $187.30 Unrealized @ Report Date -56.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $557 Shares 1 Share Price $557.00 Est. Cost/Share $445.37 Unrealized @ Report Date +23.7%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $539 Shares 1 Share Price $539.00 Est. Cost/Share $388.35 Unrealized @ Report Date +37.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $537 Shares 2 Share Price $268.50 * Est. Cost/Share $275.92 Unrealized @ Report Date -4.7%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $537 Shares 52 Share Price $10.33 Est. Cost/Share $23.68 Unrealized @ Report Date -55.8%
RUM RUMBLE INC 0.0%
Value $536 Shares 100 Share Price $5.36 * Est. Cost/Share $9.42 Unrealized @ Report Date -37.5%
WMB WILLIAMS COS INC 0.0%
Value $525 Shares 12 Share Price $43.75 Est. Cost/Share $26.77 Unrealized @ Report Date +63.4%
IDXX IDEXX LABS INC 0.0%
Value $506 Shares 1 Share Price $506.00 Est. Cost/Share $479.21 Unrealized @ Report Date +5.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $482 Shares 3 Share Price $160.67 Est. Cost/Share $104.69 Unrealized @ Report Date +51.3%
CL COLGATE PALMOLIVE CO 0.0%
Value $468 Shares 5 Share Price $93.60 * Est. Cost/Share $72.91 Unrealized @ Report Date +38.3%
TEL TE CONNECTIVITY PLC 0.0%
Value $453 Shares 3 Share Price $151.00 Est. Cost/Share $146.90 Unrealized @ Report Date +1.1%
NEM NEWMONT CORP 0.0%
Value $428 Shares 8 Share Price $53.50 * Est. Cost/Share $42.39 Unrealized @ Report Date +23.3%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value $426 Shares 20 Share Price $21.30 * Est. Cost/Share $20.79 Unrealized @ Report Date -19.6%
CPRT COPART INC 0.0%
Value $420 Shares 8 Share Price $52.50 Est. Cost/Share $42.95 Unrealized @ Report Date +22.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $410 Shares 3 Share Price $136.67 * Est. Cost/Share $154.55 Unrealized @ Report Date -18.5%
FTNT FORTINET INC 0.0%
Value $388 Shares 5 Share Price $77.60 Est. Cost/Share $68.00 Unrealized @ Report Date +14.0%
STE STERIS PLC 0.0%
Value $364 Shares 2 Share Price $182.00 * Est. Cost/Share $195.42 Unrealized @ Report Date +22.9%
DH DEFINITIVE HEALTHCARE CORP 0.0%
Value $345 Shares 77 Share Price $4.48 * Est. Cost/Share $10.30 Unrealized @ Report Date -54.4%
DXC DXC TECHNOLOGY CO 0.0%
Value $332 Shares 16 Share Price $20.75 * Est. Cost/Share $24.90 Unrealized @ Report Date -20.0%
TIP ISHARES TR 0.0%
Value $332 Shares 3 Share Price $110.67 Est. Cost/Share $108.90 Unrealized @ Report Date +1.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value $276 Shares 3 Share Price $92.00 * Est. Cost/Share $74.47 Unrealized @ Report Date +40.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value $258 Shares 1 Share Price $258.00 * Est. Cost/Share $222.70 Unrealized @ Report Date +12.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $242 Shares 34 Share Price $7.12 Est. Cost/Share $2.20 Unrealized @ Report Date +222.4%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $229 Shares 4 Share Price $57.25 Est. Cost/Share $47.22 Unrealized @ Report Date +20.8%
BHF BRIGHTHOUSE FINL INC 0.0%
Value $226 Shares 5 Share Price $45.20 Est. Cost/Share $43.07 Unrealized @ Report Date +4.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $189 Shares 21 Share Price $9.00 Est. Cost/Share $28.52 Unrealized @ Report Date
WAB WABTEC 0.0%
Value $182 Shares 1 Share Price $182.00 Est. Cost/Share $97.89 Unrealized @ Report Date +84.6%
CNP CENTERPOINT ENERGY INC 0.0%
Value $148 Shares 5 Share Price $29.60 * Est. Cost/Share $27.56 Unrealized @ Report Date +3.6%
TPR TAPESTRY INC 0.0%
Value $141 Shares 3 Share Price $47.00 * Est. Cost/Share $38.73 Unrealized @ Report Date +18.7%
ONL ORION OFFICE REIT INC 0.0%
Value $132 Shares 33 Share Price $4.00 Est. Cost/Share $6.63 Unrealized @ Report Date
ADAM NEW YORK MTG TR INC 0.0%
Value $38 Shares 6 Share Price $6.33 Est. Cost/Share $10.00 Unrealized @ Report Date