Cherry Tree Wealth Management, LLC Diversified Active

Location: Minnetonka, MN

CIK: 0001985414 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 4, 2025

Total Value: $404M (100.0% shares, 0.0% debt)

Holdings (644)

SPIB SPDR SER TR 5.5%
Value $22.27M Shares 679,885 Share Price $32.76 Est. Cost/Share $32.21 Unrealized @ Report Date +1.7%
BND VANGUARD BD INDEX FDS 5.0%
Value $20.05M Shares 278,762 Share Price $71.91 Est. Cost/Share $72.96 Unrealized @ Report Date -1.4%
SPSB SPDR SER TR 4.6%
Value $18.49M Shares 619,278 Share Price $29.86 Est. Cost/Share $29.53 Unrealized @ Report Date +1.1%
VTV VANGUARD INDEX FDS 4.1%
Value $16.55M Shares 97,782 Share Price $169.30 Est. Cost/Share $139.01 Unrealized @ Report Date +21.8%
IVV ISHARES TR 3.2%
Value $12.96M Shares 22,015 Share Price $588.68 Est. Cost/Share $421.42 Unrealized @ Report Date +39.7%
VEA VANGUARD TAX-MANAGED FDS 3.2%
Value $12.89M Shares 269,602 Share Price $47.82 Est. Cost/Share $46.35 Unrealized @ Report Date +3.2%
VYM VANGUARD WHITEHALL FDS 3.0%
Value $12.01M Shares 94,168 Share Price $127.59 Est. Cost/Share $105.27 Unrealized @ Report Date +21.2%
DFAC DIMENSIONAL ETF TRUST 2.8%
Value $11.51M Shares 332,680 Share Price $34.59 Est. Cost/Share $25.77 Unrealized @ Report Date +34.2%
VBR VANGUARD INDEX FDS 2.8%
Value $11.36M Shares 57,326 Share Price $198.18 Est. Cost/Share $158.30 Unrealized @ Report Date +25.2%
FLRN SPDR SER TR 2.7%
Value $11M Shares 357,957 Share Price $30.73 Est. Cost/Share $30.53 Unrealized @ Report Date +0.7%
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value $10.57M Shares 135,498 Share Price $78.01 Est. Cost/Share $76.04 Unrealized @ Report Date +2.6%
VB VANGUARD INDEX FDS 2.5%
Value $10.01M Shares 41,641 Share Price $240.28 Est. Cost/Share $191.59 Unrealized @ Report Date +25.4%
BSV VANGUARD BD INDEX FDS 2.1%
Value $8.519M Shares 110,256 Share Price $77.27 Est. Cost/Share $76.22 Unrealized @ Report Date +1.4%
VEU VANGUARD INTL EQUITY INDEX F 2.1%
Value $8.439M Shares 146,997 Share Price $57.41 Est. Cost/Share $54.22 Unrealized @ Report Date +5.9%
VTIP VANGUARD MALVERN FDS 1.9%
Value $7.537M Shares 155,659 Share Price $48.42 Est. Cost/Share $47.67 Unrealized @ Report Date +1.6%
FNDF SCHWAB STRATEGIC TR 1.8%
Value $7.32M Shares 220,409 Share Price $33.21 Est. Cost/Share $32.22 Unrealized @ Report Date +3.1%
VYMI VANGUARD WHITEHALL FDS 1.5%
Value $6.082M Shares 89,599 Share Price $67.88 Est. Cost/Share $63.34 Unrealized @ Report Date +7.2%
DFUV DIMENSIONAL ETF TRUST 1.5%
Value $6.053M Shares 147,931 Share Price $40.92 Est. Cost/Share $33.41 Unrealized @ Report Date +22.5%
FNDC SCHWAB STRATEGIC TR 1.5%
Value $6.007M Shares 175,955 Share Price $34.14 Est. Cost/Share $33.46 Unrealized @ Report Date +2.0%
PGX INVESCO EXCH TRADED FD TR II 1.4%
Value $5.717M Shares 495,872 Share Price $11.53 Est. Cost/Share $11.30 Unrealized @ Report Date +2.0%
DFAT DIMENSIONAL ETF TRUST 1.4%
Value $5.557M Shares 99,844 Share Price $55.66 Est. Cost/Share $43.89 Unrealized @ Report Date +26.8%
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value $5.506M Shares 125,017 Share Price $44.04 Est. Cost/Share $40.41 Unrealized @ Report Date +9.0%
SPLV INVESCO EXCH TRADED FD TR II 1.4%
Value $5.464M Shares 78,063 Share Price $70.00 Est. Cost/Share $62.62 Unrealized @ Report Date +11.8%
RSP INVESCO EXCHANGE TRADED FD T 1.3%
Value $5.302M Shares 30,257 Share Price $175.23 Est. Cost/Share $158.93 Unrealized @ Report Date +10.3%
IBDT ISHARES TR 1.3%
Value $5.228M Shares 209,977 Share Price $24.90 Est. Cost/Share $24.66 Unrealized @ Report Date +1.0%
AVLV AMERICAN CENTY ETF TR 1.3%
Value $5.172M Shares 77,466 Share Price $66.77 Est. Cost/Share $55.48 Unrealized @ Report Date +20.3%
VXUS VANGUARD STAR FDS 1.3%
Value $5.063M Shares 85,912 Share Price $58.93 Est. Cost/Share $56.16 Unrealized @ Report Date +4.9%
VNQ VANGUARD INDEX FDS 1.1%
Value $4.454M Shares 50,002 Share Price $89.08 Est. Cost/Share $82.02 Unrealized @ Report Date +8.6%
VTEB VANGUARD MUN BD FDS 1.0%
Value $4.013M Shares 80,052 Share Price $50.13 Est. Cost/Share $50.08 Unrealized @ Report Date +0.1%
IBDU ISHARES TR 1.0%
Value $3.944M Shares 173,001 Share Price $22.80 Est. Cost/Share $22.64 Unrealized @ Report Date +0.7%
AVEM AMERICAN CENTY ETF TR 1.0%
Value $3.935M Shares 66,932 Share Price $58.79 Est. Cost/Share $53.92 Unrealized @ Report Date +9.0%
IBDS ISHARES TR 1.0%
Value $3.871M Shares 161,568 Share Price $23.96 Est. Cost/Share $23.61 Unrealized @ Report Date +1.5%
VTI VANGUARD INDEX FDS 0.9%
Value $3.71M Shares 12,803 Share Price $289.81 Est. Cost/Share $209.25 Unrealized @ Report Date +38.5%
AAPL APPLE INC 0.9%
Value $3.566M Shares 14,239 Share Price $250.42 Est. Cost/Share $173.18 Unrealized @ Report Date +44.0%
SCHF SCHWAB STRATEGIC TR 0.8%
Value $3.393M Shares 183,431 Share Price $18.50 Est. Cost/Share $18.67 Unrealized @ Report Date -0.9%
TITN TITAN MACHY INC 0.8%
Value $3.358M Shares 237,643 Share Price $14.13 Est. Cost/Share $30.14 Unrealized @ Report Date -53.1%
MSFT MICROSOFT CORP 0.8%
Value $3.309M Shares 7,850 Share Price $421.50 Est. Cost/Share $309.33 Unrealized @ Report Date +35.3%
DFGR DIMENSIONAL ETF TRUST 0.8%
Value $3.187M Shares 124,790 Share Price $25.54 Est. Cost/Share $25.20 Unrealized @ Report Date +1.3%
SCHB SCHWAB STRATEGIC TR 0.7%
Value $2.805M Shares 123,549 Share Price $22.70 Est. Cost/Share $20.64 Unrealized @ Report Date +10.0%
AVUV AMERICAN CENTY ETF TR 0.7%
Value $2.776M Shares 28,758 Share Price $96.53 Est. Cost/Share $81.77 Unrealized @ Report Date +18.1%
AGG ISHARES TR 0.6%
Value $2.589M Shares 26,713 Share Price $96.90 Est. Cost/Share $97.93 Unrealized @ Report Date -1.0%
DFAX DIMENSIONAL ETF TRUST 0.6%
Value $2.441M Shares 98,175 Share Price $24.86 Est. Cost/Share $23.39 Unrealized @ Report Date +6.3%
ITOT ISHARES TR 0.5%
Value $2.167M Shares 16,851 Share Price $128.62 Est. Cost/Share $92.76 Unrealized @ Report Date +38.7%
VOO VANGUARD INDEX FDS 0.5%
Value $2.107M Shares 3,910 Share Price $538.81 Est. Cost/Share $411.61 Unrealized @ Report Date +30.9%
SPY SPDR S&P 500 ETF TR 0.5%
Value $1.996M Shares 3,406 Share Price $586.03 Est. Cost/Share $419.93 Unrealized @ Report Date +39.6%
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value $1.838M Shares 31,693 Share Price $58.00 Est. Cost/Share $59.59 Unrealized @ Report Date -2.7%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value $1.811M Shares 31,480 Share Price $57.53 Est. Cost/Share $54.84 Unrealized @ Report Date +4.9%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value $1.71M Shares 75,334 Share Price $22.70 Est. Cost/Share $23.13 Unrealized @ Report Date -1.8%
EMR EMERSON ELEC CO 0.4%
Value $1.679M Shares 13,544 Share Price $123.93 Est. Cost/Share $80.08 Unrealized @ Report Date +52.2%
DHS WISDOMTREE TR 0.4%
Value $1.641M Shares 17,581 Share Price $93.36 Est. Cost/Share $80.03 Unrealized @ Report Date +16.6%
DFAS DIMENSIONAL ETF TRUST 0.4%
Value $1.624M Shares 24,956 Share Price $65.08 Est. Cost/Share $52.80 Unrealized @ Report Date +23.3%
DUHP DIMENSIONAL ETF TRUST 0.4%
Value $1.561M Shares 46,207 Share Price $33.79 Est. Cost/Share $33.01 Unrealized @ Report Date +2.4%
VUG VANGUARD INDEX FDS 0.4%
Value $1.498M Shares 3,649 Share Price $410.44 * Est. Cost/Share $43.36 Unrealized @ Report Date +57.7%
SCHX SCHWAB STRATEGIC TR 0.4%
Value $1.473M Shares 63,559 Share Price $23.18 Est. Cost/Share $21.09 Unrealized @ Report Date +9.9%
IEFA ISHARES TR 0.4%
Value $1.436M Shares 20,429 Share Price $70.28 Est. Cost/Share $68.05 Unrealized @ Report Date +3.3%
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value $1.423M Shares 12,428 Share Price $114.48 Est. Cost/Share $111.30 Unrealized @ Report Date +2.9%
USMV ISHARES TR 0.3%
Value $1.284M Shares 14,458 Share Price $88.79 Est. Cost/Share $73.08 Unrealized @ Report Date +21.5%
IBDV ISHARES TR 0.3%
Value $1.24M Shares 58,045 Share Price $21.36 Est. Cost/Share $21.25 Unrealized @ Report Date +0.5%
NVDA NVIDIA CORPORATION 0.3%
Value $1.231M Shares 9,164 Share Price $134.30 Est. Cost/Share $98.54 Unrealized @ Report Date +36.2%
ISHARES TR 0.3%
Value $1.186M Shares 47,352 Share Price $25.05 Est. Cost/Share $24.59 Unrealized @ Report Date
LLY ELI LILLY & CO 0.3%
Value $1.182M Shares 1,531 Share Price $772.00 Est. Cost/Share $411.47 Unrealized @ Report Date +86.2%
IBDR ISHARES TR 0.3%
Value $1.148M Shares 47,687 Share Price $24.07 Est. Cost/Share $23.60 Unrealized @ Report Date +2.0%
SPYM SPDR SER TR 0.3%
Value $1.146M Shares 16,628 Share Price $68.94 Est. Cost/Share $49.64 Unrealized @ Report Date +38.9%
SKOR FLEXSHARES TR 0.3%
Value $1.145M Shares 24,014 Share Price $47.70 Est. Cost/Share $47.18 Unrealized @ Report Date +1.1%
DFIV DIMENSIONAL ETF TRUST 0.3%
Value $1.143M Shares 32,207 Share Price $35.48 Est. Cost/Share $32.95 Unrealized @ Report Date +7.7%
MUB ISHARES TR 0.3%
Value $1.057M Shares 9,916 Share Price $106.55 Est. Cost/Share $106.79 Unrealized @ Report Date -0.2%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value $1.032M Shares 20,492 Share Price $50.37 Est. Cost/Share $50.25 Unrealized @ Report Date +0.2%
MMM 3M CO 0.2%
Value $994K Shares 7,703 Share Price $129.08 Est. Cost/Share $77.55 Unrealized @ Report Date +63.4%
ESGV VANGUARD WORLD FD 0.2%
Value $971K Shares 9,256 Share Price $104.89 Est. Cost/Share $73.63 Unrealized @ Report Date +42.4%
DFCF DIMENSIONAL ETF TRUST 0.2%
Value $921K Shares 22,306 Share Price $41.27 Est. Cost/Share $41.08 Unrealized @ Report Date +0.5%
MDT MEDTRONIC PLC 0.2%
Value $916K Shares 11,464 Share Price $79.88 * Est. Cost/Share $79.02 Unrealized @ Report Date -1.3%
PFF ISHARES TR 0.2%
Value $905K Shares 28,789 Share Price $31.44 Est. Cost/Share $30.64 Unrealized @ Report Date +2.6%
IBDW ISHARES TR 0.2%
Value $844K Shares 41,485 Share Price $20.35 Est. Cost/Share $20.50 Unrealized @ Report Date -0.7%
AXP AMERICAN EXPRESS CO 0.2%
Value $783K Shares 2,637 Share Price $296.74 Est. Cost/Share $157.34 Unrealized @ Report Date +86.2%
IEMG ISHARES INC 0.2%
Value $776K Shares 14,859 Share Price $52.22 Est. Cost/Share $48.88 Unrealized @ Report Date +6.8%
JPM JPMORGAN CHASE & CO. 0.2%
Value $760K Shares 3,169 Share Price $239.71 * Est. Cost/Share $130.73 Unrealized @ Report Date +79.6%
USB US BANCORP DEL 0.2%
Value $678K Shares 14,166 Share Price $47.83 * Est. Cost/Share $28.41 Unrealized @ Report Date +61.2%
QUAL ISHARES TR 0.2%
Value $669K Shares 3,757 Share Price $178.08 Est. Cost/Share $137.11 Unrealized @ Report Date +29.9%
PG PROCTER AND GAMBLE CO 0.2%
Value $630K Shares 3,756 Share Price $167.67 * Est. Cost/Share $141.32 Unrealized @ Report Date +15.6%
DNP SELECT INCOME FD INC 0.2%
Value $629K Shares 71,355 Share Price $8.82 Est. Cost/Share $10.48 Unrealized @ Report Date
IJR ISHARES TR 0.2%
Value $626K Shares 5,429 Share Price $115.22 Est. Cost/Share $99.09 Unrealized @ Report Date +16.3%
STPZ PIMCO ETF TR 0.2%
Value $611K Shares 11,678 Share Price $52.30 Est. Cost/Share $50.76 Unrealized @ Report Date +3.0%
ISHARES TR 0.1%
Value $593K Shares 25,444 Share Price $23.32 Est. Cost/Share $23.19 Unrealized @ Report Date
GOOG ALPHABET INC 0.1%
Value $575K Shares 3,017 Share Price $190.43 Est. Cost/Share $137.92 Unrealized @ Report Date +37.5%
IXUS ISHARES TR 0.1%
Value $557K Shares 8,416 Share Price $66.14 Est. Cost/Share $62.73 Unrealized @ Report Date +5.4%
VPU VANGUARD WORLD FD 0.1%
Value $514K Shares 3,143 Share Price $163.42 Est. Cost/Share $146.48 Unrealized @ Report Date +11.6%
EFV ISHARES TR 0.1%
Value $507K Shares 9,669 Share Price $52.47 Est. Cost/Share $49.23 Unrealized @ Report Date +6.6%
XLU SELECT SECTOR SPDR TR 0.1%
Value $502K Shares 6,636 Share Price $75.69 * Est. Cost/Share $33.66 Unrealized @ Report Date +12.4%
IWM ISHARES TR 0.1%
Value $502K Shares 2,270 Share Price $220.96 Est. Cost/Share $178.29 Unrealized @ Report Date +23.9%
IGSB ISHARES TR 0.1%
Value $490K Shares 9,484 Share Price $51.70 Est. Cost/Share $50.38 Unrealized @ Report Date +2.6%
VV VANGUARD INDEX FDS 0.1%
Value $490K Shares 1,816 Share Price $269.70 Est. Cost/Share $191.68 Unrealized @ Report Date +40.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $488K Shares 2,493 Share Price $195.83 Est. Cost/Share $160.08 Unrealized @ Report Date +22.3%
SHY ISHARES TR 0.1%
Value $474K Shares 5,784 Share Price $81.98 Est. Cost/Share $81.77 Unrealized @ Report Date +0.3%
KMI KINDER MORGAN INC DEL 0.1%
Value $470K Shares 17,137 Share Price $27.40 * Est. Cost/Share $14.79 Unrealized @ Report Date +77.5%
GDX VANECK ETF TRUST 0.1%
Value $457K Shares 13,472 Share Price $33.91 Est. Cost/Share $32.58 Unrealized @ Report Date +4.1%
LII LENNOX INTL INC 0.1%
Value $455K Shares 746 Share Price $609.30 Est. Cost/Share $283.02 Unrealized @ Report Date +113.2%
SUB ISHARES TR 0.1%
Value $449K Shares 4,255 Share Price $105.48 Est. Cost/Share $104.11 Unrealized @ Report Date +1.3%
EEMV ISHARES INC 0.1%
Value $443K Shares 7,645 Share Price $57.99 Est. Cost/Share $55.29 Unrealized @ Report Date +4.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $440K Shares 871 Share Price $505.61 * Est. Cost/Share $475.96 Unrealized @ Report Date +3.7%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $438K Shares 17,274 Share Price $25.37 Est. Cost/Share $23.23 Unrealized @ Report Date +9.2%
SCHE SCHWAB STRATEGIC TR 0.1%
Value $432K Shares 16,216 Share Price $26.63 Est. Cost/Share $24.38 Unrealized @ Report Date +9.2%
HRL HORMEL FOODS CORP 0.1%
Value $431K Shares 13,732 Share Price $31.37 * Est. Cost/Share $36.55 Unrealized @ Report Date -17.6%
EFAV ISHARES TR 0.1%
Value $430K Shares 6,077 Share Price $70.71 Est. Cost/Share $68.96 Unrealized @ Report Date +2.5%
OEF ISHARES TR 0.1%
Value $418K Shares 1,447 Share Price $288.85 Est. Cost/Share $194.33 Unrealized @ Report Date +48.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $414K Shares 15,153 Share Price $27.32 Est. Cost/Share $27.00 Unrealized @ Report Date +1.2%
TDTT FLEXSHARES TR 0.1%
Value $412K Shares 17,452 Share Price $23.59 Est. Cost/Share $23.60 Unrealized @ Report Date -0.0%
AMZN AMAZON COM INC 0.1%
Value $410K Shares 1,867 Share Price $219.38 Est. Cost/Share $131.74 Unrealized @ Report Date +66.5%
IWP ISHARES TR 0.1%
Value $404K Shares 3,191 Share Price $126.76 Est. Cost/Share $91.13 Unrealized @ Report Date +39.1%
FLOT ISHARES TR 0.1%
Value $398K Shares 7,814 Share Price $50.88 Est. Cost/Share $50.54 Unrealized @ Report Date +0.7%
IDV ISHARES TR 0.1%
Value $386K Shares 14,115 Share Price $27.38 Est. Cost/Share $27.39 Unrealized @ Report Date -0.0%
GGG GRACO INC 0.1%
Value $386K Shares 4,578 Share Price $84.29 Est. Cost/Share $75.06 Unrealized @ Report Date +10.5%
NUBD NUSHARES ETF TR 0.1%
Value $383K Shares 17,575 Share Price $21.78 Est. Cost/Share $22.14 Unrealized @ Report Date -1.6%
CMF ISHARES TR 0.1%
Value $382K Shares 6,669 Share Price $57.28 Est. Cost/Share $56.97 Unrealized @ Report Date +0.5%
PEP PEPSICO INC 0.1%
Value $378K Shares 2,483 Share Price $152.06 * Est. Cost/Share $170.47 Unrealized @ Report Date -14.2%
WMT WALMART INC 0.1%
Value $366K Shares 4,046 Share Price $90.36 Est. Cost/Share $53.71 Unrealized @ Report Date +66.6%
HD HOME DEPOT INC 0.1%
Value $364K Shares 937 Share Price $388.99 * Est. Cost/Share $277.50 Unrealized @ Report Date +36.8%
DES WISDOMTREE TR 0.1%
Value $363K Shares 10,576 Share Price $34.35 Est. Cost/Share $27.88 Unrealized @ Report Date +23.2%
IWS ISHARES TR 0.1%
Value $356K Shares 2,754 Share Price $129.35 Est. Cost/Share $105.34 Unrealized @ Report Date +22.8%
IWB ISHARES TR 0.1%
Value $355K Shares 1,102 Share Price $322.16 Est. Cost/Share $230.29 Unrealized @ Report Date +39.9%
DISV DIMENSIONAL ETF TRUST 0.1%
Value $349K Shares 13,129 Share Price $26.57 Est. Cost/Share $24.24 Unrealized @ Report Date +9.6%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $337K Shares 5,985 Share Price $56.38 Est. Cost/Share $49.34 Unrealized @ Report Date +14.3%
JNJ JOHNSON & JOHNSON 0.1%
Value $318K Shares 2,202 Share Price $144.63 * Est. Cost/Share $149.02 Unrealized @ Report Date -5.8%
GIS GENERAL MLS INC 0.1%
Value $313K Shares 4,916 Share Price $63.77 * Est. Cost/Share $77.49 Unrealized @ Report Date -21.3%
MCD MCDONALDS CORP 0.1%
Value $310K Shares 1,071 Share Price $289.81 * Est. Cost/Share $273.44 Unrealized @ Report Date +3.6%
GOOGL ALPHABET INC 0.1%
Value $309K Shares 1,634 Share Price $189.30 Est. Cost/Share $114.90 Unrealized @ Report Date +64.1%
SDY SPDR SER TR 0.1%
Value $305K Shares 2,310 Share Price $132.10 Est. Cost/Share $121.88 Unrealized @ Report Date +8.4%
BSCW INVESCO EXCH TRD SLF IDX FD 0.1%
Value $304K Shares 15,132 Share Price $20.11 Est. Cost/Share $20.28 Unrealized @ Report Date -0.8%
T AT&T INC 0.1%
Value $304K Shares 13,347 Share Price $22.77 * Est. Cost/Share $14.79 Unrealized @ Report Date +47.4%
EDIV SPDR INDEX SHS FDS 0.1%
Value $302K Shares 8,561 Share Price $35.28 Est. Cost/Share $27.51 Unrealized @ Report Date +28.2%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $299K Shares 4,690 Share Price $63.75 Est. Cost/Share $45.49 Unrealized @ Report Date +40.1%
EFA ISHARES TR 0.1%
Value $296K Shares 3,921 Share Price $75.61 Est. Cost/Share $72.62 Unrealized @ Report Date +4.1%
TOTL SSGA ACTIVE ETF TR 0.1%
Value $290K Shares 7,363 Share Price $39.39 Est. Cost/Share $40.71 Unrealized @ Report Date -3.3%
VSGX VANGUARD WORLD FD 0.1%
Value $289K Shares 5,091 Share Price $56.70 Est. Cost/Share $53.01 Unrealized @ Report Date +7.0%
PFFD GLOBAL X FDS 0.1%
Value $283K Shares 14,528 Share Price $19.51 Est. Cost/Share $19.43 Unrealized @ Report Date +0.4%
FPI FARMLAND PARTNERS INC 0.1%
Value $282K Shares 24,000 Share Price $11.76 Est. Cost/Share $12.21 Unrealized @ Report Date
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value $280K Shares 29,000 Share Price $9.65 Est. Cost/Share $7.79 Unrealized @ Report Date
SUSB ISHARES TR 0.1%
Value $279K Shares 11,292 Share Price $24.70 Est. Cost/Share $24.07 Unrealized @ Report Date +2.6%
AMP AMERIPRISE FINL INC 0.1%
Value $277K Shares 521 Share Price $532.43 Est. Cost/Share $303.97 Unrealized @ Report Date +72.9%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $275K Shares 9,414 Share Price $29.20 Est. Cost/Share $27.75 Unrealized @ Report Date +5.2%
QQQ INVESCO QQQ TR 0.1%
Value $275K Shares 537 Share Price $511.70 Est. Cost/Share $336.65 Unrealized @ Report Date +51.9%
VFMF VANGUARD WELLINGTON FD 0.1%
Value $272K Shares 2,083 Share Price $130.58 Est. Cost/Share $100.50 Unrealized @ Report Date +29.9%
DLS WISDOMTREE TR 0.1%
Value $268K Shares 4,262 Share Price $62.95 Est. Cost/Share $61.01 Unrealized @ Report Date +3.2%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value $264K Shares 6,681 Share Price $39.56 Est. Cost/Share $40.93 Unrealized @ Report Date -3.4%
DLN WISDOMTREE TR 0.1%
Value $264K Shares 3,394 Share Price $77.79 Est. Cost/Share $62.04 Unrealized @ Report Date +25.4%
WPC WP CAREY INC 0.1%
Value $256K Shares 4,707 Share Price $54.48 Est. Cost/Share $67.56 Unrealized @ Report Date
AVDV AMERICAN CENTY ETF TR 0.1%
Value $249K Shares 3,830 Share Price $65.08 Est. Cost/Share $61.57 Unrealized @ Report Date +5.7%
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value $247K Shares 15,366 Share Price $16.05 Est. Cost/Share $16.12 Unrealized @ Report Date -0.4%
WFC WELLS FARGO CO NEW 0.1%
Value $243K Shares 3,459 Share Price $70.24 * Est. Cost/Share $38.06 Unrealized @ Report Date +80.6%
PFE PFIZER INC 0.1%
Value $241K Shares 9,074 Share Price $26.53 * Est. Cost/Share $33.22 Unrealized @ Report Date -25.5%
RTX RTX CORPORATION 0.1%
Value $234K Shares 2,024 Share Price $115.71 Est. Cost/Share $92.28 Unrealized @ Report Date +23.1%
MTUM ISHARES TR 0.1%
Value $221K Shares 1,070 Share Price $206.92 Est. Cost/Share $140.60 Unrealized @ Report Date +47.2%
FNDA SCHWAB STRATEGIC TR 0.1%
Value $218K Shares 7,342 Share Price $29.70 Est. Cost/Share $27.27 Unrealized @ Report Date +8.9%
SMB VANECK ETF TRUST 0.1%
Value $213K Shares 12,472 Share Price $17.09 Est. Cost/Share $16.86 Unrealized @ Report Date +1.4%
TGT TARGET CORP 0.1%
Value $212K Shares 1,565 Share Price $135.16 * Est. Cost/Share $134.98 Unrealized @ Report Date -4.1%
XLP SELECT SECTOR SPDR TR 0.1%
Value $207K Shares 2,630 Share Price $78.61 Est. Cost/Share $75.05 Unrealized @ Report Date +4.7%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $203K Shares 4,148 Share Price $49.05 Est. Cost/Share $48.74 Unrealized @ Report Date +0.6%
ZTS ZOETIS INC 0.1%
Value $203K Shares 1,248 Share Price $162.93 Est. Cost/Share $167.80 Unrealized @ Report Date -4.2%
SANDSTORM GOLD LTD 0.0%
Value $201K Shares 36,000 Share Price $5.58 Est. Cost/Share $5.12 Unrealized @ Report Date
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $197K Shares 4,890 Share Price $40.34 Est. Cost/Share $32.71 Unrealized @ Report Date +23.3%
PSX PHILLIPS 66 0.0%
Value $193K Shares 1,695 Share Price $113.93 * Est. Cost/Share $90.53 Unrealized @ Report Date +21.3%
DGRW WISDOMTREE TR 0.0%
Value $189K Shares 2,340 Share Price $80.93 Est. Cost/Share $68.55 Unrealized @ Report Date +18.1%
EXE EXPAND ENERGY CORPORATION 0.0%
Value $189K Shares 1,895 Share Price $99.55 * Est. Cost/Share $89.24 Unrealized @ Report Date +8.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $188K Shares 854 Share Price $219.83 * Est. Cost/Share $123.62 Unrealized @ Report Date +73.3%
NOBL PROSHARES TR 0.0%
Value $182K Shares 1,828 Share Price $99.55 Est. Cost/Share $92.99 Unrealized @ Report Date +7.1%
XEL XCEL ENERGY INC 0.0%
Value $182K Shares 2,693 Share Price $67.53 * Est. Cost/Share $60.77 Unrealized @ Report Date +6.7%
IWN ISHARES TR 0.0%
Value $171K Shares 1,043 Share Price $164.17 Est. Cost/Share $135.21 Unrealized @ Report Date +21.4%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $171K Shares 674 Share Price $253.56 * Est. Cost/Share $220.06 Unrealized @ Report Date +12.4%
DFIS DIMENSIONAL ETF TRUST 0.0%
Value $167K Shares 6,794 Share Price $24.56 Est. Cost/Share $22.99 Unrealized @ Report Date +6.8%
CAT CATERPILLAR INC 0.0%
Value $161K Shares 445 Share Price $362.76 Est. Cost/Share $217.97 Unrealized @ Report Date +63.9%
IBDX ISHARES TR 0.0%
Value $158K Shares 6,412 Share Price $24.58 Est. Cost/Share $24.95 Unrealized @ Report Date -1.5%
DVY ISHARES TR 0.0%
Value $150K Shares 1,145 Share Price $131.29 Est. Cost/Share $113.91 Unrealized @ Report Date +15.3%
COST COSTCO WHSL CORP NEW 0.0%
Value $150K Shares 164 Share Price $913.48 Est. Cost/Share $604.37 Unrealized @ Report Date +50.8%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $150K Shares 9,204 Share Price $16.27 * Est. Cost/Share $13.43 Unrealized @ Report Date +16.7%
MGK VANGUARD WORLD FD 0.0%
Value $147K Shares 429 Share Price $343.41 * Est. Cost/Share $43.09 Unrealized @ Report Date +59.4%
IJH ISHARES TR 0.0%
Value $147K Shares 2,360 Share Price $62.31 Est. Cost/Share $55.23 Unrealized @ Report Date +12.8%
XOM EXXON MOBIL CORP 0.0%
Value $147K Shares 1,366 Share Price $107.61 * Est. Cost/Share $99.91 Unrealized @ Report Date +3.9%
MO ALTRIA GROUP INC 0.0%
Value $145K Shares 2,767 Share Price $52.29 * Est. Cost/Share $36.57 Unrealized @ Report Date +33.4%
IYW ISHARES TR 0.0%
Value $142K Shares 888 Share Price $159.52 Est. Cost/Share $98.22 Unrealized @ Report Date +62.4%
AAXJ ISHARES TR 0.0%
Value $140K Shares 1,933 Share Price $72.18 Est. Cost/Share $66.78 Unrealized @ Report Date +8.1%
IBHF ISHARES TR 0.0%
Value $139K Shares 6,008 Share Price $23.15 Est. Cost/Share $22.88 Unrealized @ Report Date +1.2%
IBHH ISHARES TR 0.0%
Value $139K Shares 5,928 Share Price $23.37 Est. Cost/Share $23.38 Unrealized @ Report Date -0.0%
V VISA INC 0.0%
Value $136K Shares 430 Share Price $315.67 Est. Cost/Share $225.42 Unrealized @ Report Date +39.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $134K Shares 459 Share Price $292.73 * Est. Cost/Share $203.27 Unrealized @ Report Date +40.9%
META META PLATFORMS INC 0.0%
Value $134K Shares 229 Share Price $584.24 Est. Cost/Share $337.45 Unrealized @ Report Date +73.0%
VGT VANGUARD WORLD FD 0.0%
Value $134K Shares 215 Share Price $621.80 * Est. Cost/Share $50.22 Unrealized @ Report Date +54.8%
DIHP DIMENSIONAL ETF TRUST 0.0%
Value $132K Shares 5,221 Share Price $25.23 Est. Cost/Share $26.36 Unrealized @ Report Date -4.3%
EPP ISHARES INC 0.0%
Value $131K Shares 2,993 Share Price $43.81 Est. Cost/Share $43.30 Unrealized @ Report Date +1.2%
VFH VANGUARD WORLD FD 0.0%
Value $130K Shares 1,103 Share Price $118.07 Est. Cost/Share $78.49 Unrealized @ Report Date +50.4%
NFLX NETFLIX INC 0.0%
Value $130K Shares 146 Share Price $891.32 * Est. Cost/Share $37.37 Unrealized @ Report Date +138.5%
MRK MERCK & CO INC 0.0%
Value $124K Shares 1,248 Share Price $99.48 * Est. Cost/Share $105.14 Unrealized @ Report Date -8.8%
SOLV SOLVENTUM CORP 0.0%
Value $124K Shares 1,875 Share Price $66.06 Est. Cost/Share $60.70 Unrealized @ Report Date +8.8%
AMGN AMGEN INC 0.0%
Value $124K Shares 475 Share Price $260.64 * Est. Cost/Share $213.65 Unrealized @ Report Date +18.2%
BDX BECTON DICKINSON & CO 0.0%
Value $123K Shares 540 Share Price $226.87 * Est. Cost/Share $241.97 Unrealized @ Report Date -8.2%
VO VANGUARD INDEX FDS 0.0%
Value $121K Shares 458 Share Price $264.13 * Est. Cost/Share $54.28 Unrealized @ Report Date +21.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value $118K Shares 855 Share Price $137.57 Est. Cost/Share $131.82 Unrealized @ Report Date +4.4%
KO COCA COLA CO 0.0%
Value $116K Shares 1,858 Share Price $62.26 * Est. Cost/Share $57.35 Unrealized @ Report Date +5.5%
DSI ISHARES TR 0.0%
Value $114K Shares 1,034 Share Price $110.25 Est. Cost/Share $79.58 Unrealized @ Report Date +38.5%
EEM ISHARES TR 0.0%
Value $112K Shares 2,689 Share Price $41.82 Est. Cost/Share $39.33 Unrealized @ Report Date +6.3%
SPTM SPDR SER TR 0.0%
Value $112K Shares 1,570 Share Price $71.43 Est. Cost/Share $51.59 Unrealized @ Report Date +38.5%
IQLT ISHARES TR 0.0%
Value $110K Shares 2,973 Share Price $37.12 Est. Cost/Share $35.71 Unrealized @ Report Date +4.0%
SRE SEMPRA 0.0%
Value $110K Shares 1,258 Share Price $87.72 * Est. Cost/Share $67.69 Unrealized @ Report Date +25.5%
IP INTERNATIONAL PAPER CO 0.0%
Value $108K Shares 2,000 Share Price $53.82 * Est. Cost/Share $29.09 Unrealized @ Report Date +77.8%
HYG ISHARES TR 0.0%
Value $107K Shares 1,365 Share Price $78.65 Est. Cost/Share $74.63 Unrealized @ Report Date +5.4%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value $106K Shares 4,552 Share Price $23.27 Est. Cost/Share $20.49 Unrealized @ Report Date +13.6%
O REALTY INCOME CORP 0.0%
Value $106K Shares 1,978 Share Price $53.41 * Est. Cost/Share $52.57 Unrealized @ Report Date -4.4%
OKE ONEOK INC NEW 0.0%
Value $103K Shares 1,027 Share Price $100.40 * Est. Cost/Share $59.63 Unrealized @ Report Date +62.4%
IWF ISHARES TR 0.0%
Value $102K Shares 255 Share Price $401.95 * Est. Cost/Share $65.05 Unrealized @ Report Date +54.3%
IBTG ISHARES TR 0.0%
Value $102K Shares 4,461 Share Price $22.81 Est. Cost/Share $22.67 Unrealized @ Report Date +0.6%
XLI SELECT SECTOR SPDR TR 0.0%
Value $101K Shares 764 Share Price $131.76 Est. Cost/Share $100.68 Unrealized @ Report Date +30.9%
IBTH ISHARES TR 0.0%
Value $98,292 Shares 4,428 Share Price $22.20 Est. Cost/Share $22.01 Unrealized @ Report Date +0.8%
IWY ISHARES TR 0.0%
Value $97,638 Shares 415 Share Price $235.27 Est. Cost/Share $145.85 Unrealized @ Report Date +61.3%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $96,099 Shares 818 Share Price $117.48 Est. Cost/Share $93.75 Unrealized @ Report Date +25.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $95,296 Shares 1,029 Share Price $92.61 Est. Cost/Share $80.64 Unrealized @ Report Date +12.8%
UNP UNION PAC CORP 0.0%
Value $94,067 Shares 413 Share Price $227.77 * Est. Cost/Share $190.51 Unrealized @ Report Date +16.9%
IBTJ ISHARES TR 0.0%
Value $93,611 Shares 4,389 Share Price $21.33 Est. Cost/Share $21.36 Unrealized @ Report Date -0.2%
LOW LOWES COS INC 0.0%
Value $92,304 Shares 374 Share Price $246.80 Est. Cost/Share $199.28 Unrealized @ Report Date +21.4%
DIS DISNEY WALT CO 0.0%
Value $90,640 Shares 814 Share Price $111.35 Est. Cost/Share $92.55 Unrealized @ Report Date +19.0%
CVX CHEVRON CORP NEW 0.0%
Value $90,525 Shares 625 Share Price $144.84 * Est. Cost/Share $142.99 Unrealized @ Report Date -3.2%
ISTB ISHARES TR 0.0%
Value $89,283 Shares 1,869 Share Price $47.77 Est. Cost/Share $46.99 Unrealized @ Report Date +1.7%
SCHA SCHWAB STRATEGIC TR 0.0%
Value $89,269 Shares 3,452 Share Price $25.86 Est. Cost/Share $23.72 Unrealized @ Report Date +9.0%
CSCO CISCO SYS INC 0.0%
Value $88,268 Shares 1,491 Share Price $59.20 * Est. Cost/Share $45.79 Unrealized @ Report Date +25.4%
NKE NIKE INC 0.0%
Value $87,664 Shares 1,159 Share Price $75.64 * Est. Cost/Share $111.33 Unrealized @ Report Date -33.6%
XJR ISHARES TR 0.0%
Value $87,406 Shares 2,125 Share Price $41.13 Est. Cost/Share $37.93 Unrealized @ Report Date +8.5%
IWD ISHARES TR 0.0%
Value $84,605 Shares 457 Share Price $185.13 Est. Cost/Share $153.19 Unrealized @ Report Date +20.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value $83,364 Shares 774 Share Price $107.71 * Est. Cost/Share $85.15 Unrealized @ Report Date +22.1%
ORCL ORACLE CORP 0.0%
Value $82,987 Shares 498 Share Price $166.64 Est. Cost/Share $103.01 Unrealized @ Report Date +60.2%
NULG NUSHARES ETF TR 0.0%
Value $81,634 Shares 951 Share Price $85.84 Est. Cost/Share $57.15 Unrealized @ Report Date +50.2%
FXI ISHARES TR 0.0%
Value $80,514 Shares 2,645 Share Price $30.44 Est. Cost/Share $28.05 Unrealized @ Report Date +8.5%
QDEF FLEXSHARES TR 0.0%
Value $78,370 Shares 1,116 Share Price $70.22 Est. Cost/Share $55.90 Unrealized @ Report Date
AGZD WISDOMTREE TR 0.0%
Value $77,667 Shares 3,458 Share Price $22.46 Est. Cost/Share $21.86 Unrealized @ Report Date +2.8%
WOOD ISHARES TR 0.0%
Value $75,424 Shares 988 Share Price $76.34 Est. Cost/Share $71.55 Unrealized @ Report Date +6.7%
GLD SPDR GOLD TR 0.0%
Value $73,850 Shares 305 Share Price $242.13 Est. Cost/Share $183.75 Unrealized @ Report Date +31.8%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value $70,250 Shares 28,100 Share Price $2.50 * Est. Cost/Share $3.61 Unrealized @ Report Date -15.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $68,931 Shares 162 Share Price $425.50 Est. Cost/Share $360.36 Unrealized @ Report Date +18.1%
HYS PIMCO ETF TR 0.0%
Value $68,668 Shares 733 Share Price $93.68 Est. Cost/Share $90.38 Unrealized @ Report Date +3.7%
SLV ISHARES SILVER TR 0.0%
Value $67,590 Shares 2,567 Share Price $26.33 Est. Cost/Share $22.23 Unrealized @ Report Date +18.4%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $65,922 Shares 1,002 Share Price $65.79 Est. Cost/Share $53.46 Unrealized @ Report Date +23.1%
IBTL ISHARES TR 0.0%
Value $65,803 Shares 3,323 Share Price $19.80 Est. Cost/Share $19.91 Unrealized @ Report Date -0.6%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $64,160 Shares 1,000 Share Price $64.16 Est. Cost/Share $42.10 Unrealized @ Report Date +52.4%
HON HONEYWELL INTL INC 0.0%
Value $62,459 Shares 277 Share Price $225.48 * Est. Cost/Share $172.97 Unrealized @ Report Date +20.5%
ISHARES TR 0.0%
Value $61,295 Shares 2,642 Share Price $23.20 Est. Cost/Share $23.21 Unrealized @ Report Date
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $61,161 Shares 896 Share Price $68.26 Est. Cost/Share $42.52 Unrealized @ Report Date +58.9%
AVIV AMERICAN CENTY ETF TR 0.0%
Value $60,568 Shares 1,167 Share Price $51.90 Est. Cost/Share $50.29 Unrealized @ Report Date +3.2%
DALI FIRST TR EXCHANGE-TRADED FD 0.0%
Value $59,854 Shares 2,319 Share Price $25.81 Est. Cost/Share $25.75 Unrealized @ Report Date +0.2%
SAP SAP SE 0.0%
Value $59,337 Shares 241 Share Price $246.21 Est. Cost/Share $136.20 Unrealized @ Report Date +80.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $57,296 Shares 1,013 Share Price $56.56 * Est. Cost/Share $58.94 Unrealized @ Report Date -9.7%
CRM SALESFORCE INC 0.0%
Value $56,168 Shares 168 Share Price $334.33 Est. Cost/Share $214.43 Unrealized @ Report Date +54.9%
WEC WEC ENERGY GROUP INC 0.0%
Value $51,534 Shares 548 Share Price $94.04 * Est. Cost/Share $83.70 Unrealized @ Report Date +8.6%
IBTI ISHARES TR 0.0%
Value $51,052 Shares 2,331 Share Price $21.90 Est. Cost/Share $21.87 Unrealized @ Report Date +0.1%
KR KROGER CO 0.0%
Value $50,938 Shares 833 Share Price $61.15 Est. Cost/Share $45.09 Unrealized @ Report Date +32.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value $49,095 Shares 1,500 Share Price $32.73 * Est. Cost/Share $45.45 Unrealized @ Report Date -29.9%
PH PARKER-HANNIFIN CORP 0.0%
Value $48,339 Shares 76 Share Price $636.04 Est. Cost/Share $403.37 Unrealized @ Report Date +56.2%
ASML ASML HOLDING N V 0.0%
Value $47,823 Shares 69 Share Price $693.09 Est. Cost/Share $679.87 Unrealized @ Report Date +1.9%
VXF VANGUARD INDEX FDS 0.0%
Value $47,685 Shares 251 Share Price $189.98 Est. Cost/Share $140.25 Unrealized @ Report Date +35.5%
OXM OXFORD INDS INC 0.0%
Value $47,268 Shares 600 Share Price $78.78 Est. Cost/Share $101.46 Unrealized @ Report Date -22.7%
QCOM QUALCOMM INC 0.0%
Value $47,260 Shares 308 Share Price $153.44 * Est. Cost/Share $123.73 Unrealized @ Report Date +21.4%
PGR PROGRESSIVE CORP 0.0%
Value $46,964 Shares 196 Share Price $239.61 * Est. Cost/Share $160.50 Unrealized @ Report Date +37.6%
IBTK ISHARES TR 0.0%
Value $46,664 Shares 2,431 Share Price $19.20 Est. Cost/Share $19.35 Unrealized @ Report Date -0.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $46,384 Shares 235 Share Price $197.38 Est. Cost/Share $139.76 Unrealized @ Report Date +41.3%
GOVT ISHARES TR 0.0%
Value $46,098 Shares 2,006 Share Price $22.98 Est. Cost/Share $23.19 Unrealized @ Report Date -0.9%
MDLZ MONDELEZ INTL INC 0.0%
Value $45,633 Shares 764 Share Price $59.73 * Est. Cost/Share $68.54 Unrealized @ Report Date -15.5%
TLTE FLEXSHARES TR 0.0%
Value $44,991 Shares 883 Share Price $50.95 Est. Cost/Share $48.63 Unrealized @ Report Date +4.8%
DOL WISDOMTREE TR 0.0%
Value $43,557 Shares 881 Share Price $49.44 Est. Cost/Share $47.50 Unrealized @ Report Date +4.1%
ET ENERGY TRANSFER L P 0.0%
Value $43,314 Shares 2,211 Share Price $19.59 Est. Cost/Share $12.70 Unrealized @ Report Date
IBDZ ISHARES TR 0.0%
Value $43,011 Shares 1,690 Share Price $25.45 Est. Cost/Share $26.08 Unrealized @ Report Date -2.4%
SNPS SYNOPSYS INC 0.0%
Value $41,834 Shares 86 Share Price $486.44 Est. Cost/Share $435.88 Unrealized @ Report Date +11.4%
DEM WISDOMTREE TR 0.0%
Value $41,242 Shares 1,019 Share Price $40.47 Est. Cost/Share $38.44 Unrealized @ Report Date +5.3%
IVE ISHARES TR 0.0%
Value $40,467 Shares 212 Share Price $190.88 Est. Cost/Share $153.85 Unrealized @ Report Date +24.1%
ABBV ABBVIE INC 0.0%
Value $39,628 Shares 223 Share Price $177.70 * Est. Cost/Share $139.93 Unrealized @ Report Date +22.7%
TLT ISHARES TR 0.0%
Value $38,862 Shares 445 Share Price $87.33 Est. Cost/Share $90.36 Unrealized @ Report Date -3.3%
DRIV GLOBAL X FDS 0.0%
Value $38,688 Shares 1,685 Share Price $22.96 Est. Cost/Share $23.68 Unrealized @ Report Date -3.1%
SPDW SPDR INDEX SHS FDS 0.0%
Value $38,158 Shares 1,118 Share Price $34.13 Est. Cost/Share $32.64 Unrealized @ Report Date +4.6%
WM WASTE MGMT INC DEL 0.0%
Value $37,862 Shares 188 Share Price $201.39 Est. Cost/Share $158.75 Unrealized @ Report Date +25.2%
NULC NUSHARES ETF TR 0.0%
Value $37,474 Shares 825 Share Price $45.42 Est. Cost/Share $34.42 Unrealized @ Report Date +31.9%
XC WISDOMTREE TR 0.0%
Value $37,194 Shares 1,210 Share Price $30.74 Est. Cost/Share $29.60 Unrealized @ Report Date +3.8%
CLX CLOROX CO DEL 0.0%
Value $36,218 Shares 223 Share Price $162.41 * Est. Cost/Share $147.59 Unrealized @ Report Date +6.1%
SPEM SPDR INDEX SHS FDS 0.0%
Value $35,186 Shares 917 Share Price $38.37 Est. Cost/Share $34.19 Unrealized @ Report Date +12.2%
AMAT APPLIED MATLS INC 0.0%
Value $34,947 Shares 215 Share Price $162.54 Est. Cost/Share $122.26 Unrealized @ Report Date +31.7%
IDU ISHARES TR 0.0%
Value $34,251 Shares 356 Share Price $96.21 Est. Cost/Share $83.25 Unrealized @ Report Date +15.6%
AVGO BROADCOM INC 0.0%
Value $33,849 Shares 146 Share Price $231.84 Est. Cost/Share $155.57 Unrealized @ Report Date +47.7%
OTTR OTTER TAIL CORP 0.0%
Value $33,524 Shares 454 Share Price $73.84 * Est. Cost/Share $70.21 Unrealized @ Report Date +1.8%
ADBE ADOBE INC 0.0%
Value $33,351 Shares 75 Share Price $444.68 Est. Cost/Share $433.63 Unrealized @ Report Date +2.5%
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value $33,293 Shares 340 Share Price $97.92 Est. Cost/Share $79.64 Unrealized @ Report Date +23.0%
EWX SPDR INDEX SHS FDS 0.0%
Value $32,881 Shares 561 Share Price $58.61 Est. Cost/Share $51.56 Unrealized @ Report Date +13.7%
EMXC ISHARES INC 0.0%
Value $32,827 Shares 592 Share Price $55.45 Est. Cost/Share $50.79 Unrealized @ Report Date +9.2%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value $32,703 Shares 1,089 Share Price $30.03 Est. Cost/Share $24.55 Unrealized @ Report Date +22.3%
CI THE CIGNA GROUP 0.0%
Value $32,585 Shares 118 Share Price $276.14 * Est. Cost/Share $259.03 Unrealized @ Report Date +4.5%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $32,543 Shares 959 Share Price $33.93 Est. Cost/Share $34.55 Unrealized @ Report Date -1.8%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $32,542 Shares 1,156 Share Price $28.15 * Est. Cost/Share $27.83 Unrealized @ Report Date -2.1%
PM PHILIP MORRIS INTL INC 0.0%
Value $32,375 Shares 269 Share Price $120.35 * Est. Cost/Share $84.48 Unrealized @ Report Date +37.6%
ITM VANECK ETF TRUST 0.0%
Value $32,224 Shares 699 Share Price $46.10 Est. Cost/Share $46.07 Unrealized @ Report Date
WELL WELLTOWER INC 0.0%
Value $31,508 Shares 250 Share Price $126.03 Est. Cost/Share $72.65 Unrealized @ Report Date +70.5%
AIVI WISDOMTREE TR 0.0%
Value $31,032 Shares 788 Share Price $39.38 Est. Cost/Share $39.00 Unrealized @ Report Date
NOW SERVICENOW INC 0.0%
Value $30,744 Shares 29 Share Price $1060.14 * Est. Cost/Share $140.29 Unrealized @ Report Date +51.1%
FDX FEDEX CORP 0.0%
Value $30,665 Shares 109 Share Price $281.33 * Est. Cost/Share $216.04 Unrealized @ Report Date +27.2%
HYZD WISDOMTREE TR 0.0%
Value $30,113 Shares 1,354 Share Price $22.24 Est. Cost/Share $21.02 Unrealized @ Report Date
VST VISTRA CORP 0.0%
Value $29,411 Shares 213 Share Price $138.08 Est. Cost/Share $135.36 Unrealized @ Report Date +1.3%
CMCSA COMCAST CORP NEW 0.0%
Value $28,223 Shares 752 Share Price $37.53 * Est. Cost/Share $38.26 Unrealized @ Report Date -5.5%
QHY WISDOMTREE TR 0.0%
Value $28,165 Shares 624 Share Price $45.14 Est. Cost/Share $44.09 Unrealized @ Report Date +2.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $28,039 Shares 132 Share Price $212.42 Est. Cost/Share $175.81 Unrealized @ Report Date +18.9%
DDWM WISDOMTREE TR 0.0%
Value $27,367 Shares 796 Share Price $34.38 Est. Cost/Share $34.92 Unrealized @ Report Date -1.6%
BA BOEING CO 0.0%
Value $27,081 Shares 153 Share Price $177.00 Est. Cost/Share $207.72 Unrealized @ Report Date -14.8%
ABT ABBOTT LABS 0.0%
Value $26,694 Shares 236 Share Price $113.11 Est. Cost/Share $101.84 Unrealized @ Report Date +9.0%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $26,579 Shares 345 Share Price $77.04 Est. Cost/Share $57.93 Unrealized @ Report Date +33.0%
SHYG ISHARES TR 0.0%
Value $26,419 Shares 620 Share Price $42.61 Est. Cost/Share $41.70 Unrealized @ Report Date
AVRE AMERICAN CENTY ETF TR 0.0%
Value $26,200 Shares 625 Share Price $41.92 Est. Cost/Share $41.60 Unrealized @ Report Date +0.8%
AZO AUTOZONE INC 0.0%
Value $25,616 Shares 8 Share Price $3202.00 Est. Cost/Share $2691.76 Unrealized @ Report Date +19.0%
EWJ ISHARES INC 0.0%
Value $25,566 Shares 381 Share Price $67.10 Est. Cost/Share $64.94 Unrealized @ Report Date +3.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $25,062 Shares 44 Share Price $569.59 Est. Cost/Share $455.29 Unrealized @ Report Date +25.1%
XT ISHARES TR 0.0%
Value $24,998 Shares 419 Share Price $59.66 Est. Cost/Share $52.71 Unrealized @ Report Date +13.2%
VBK VANGUARD INDEX FDS 0.0%
Value $24,646 Shares 88 Share Price $280.07 Est. Cost/Share $253.85 Unrealized @ Report Date +10.3%
IBDY ISHARES TR 0.0%
Value $24,322 Shares 969 Share Price $25.10 Est. Cost/Share $25.76 Unrealized @ Report Date -2.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $24,011 Shares 46 Share Price $521.98 Est. Cost/Share $392.04 Unrealized @ Report Date +33.1%
HRB BLOCK H & R INC 0.0%
Value $23,726 Shares 449 Share Price $52.84 * Est. Cost/Share $29.86 Unrealized @ Report Date +71.4%
MA MASTERCARD INCORPORATED 0.0%
Value $23,696 Shares 45 Share Price $526.58 Est. Cost/Share $437.08 Unrealized @ Report Date +19.8%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value $23,423 Shares 713 Share Price $32.85 Est. Cost/Share $30.45 Unrealized @ Report Date +7.9%
COWZ PACER FDS TR 0.0%
Value $23,157 Shares 410 Share Price $56.48 Est. Cost/Share $50.59 Unrealized @ Report Date +11.6%
EQT EQT CORP 0.0%
Value $23,055 Shares 500 Share Price $46.11 Est. Cost/Share $34.01 Unrealized @ Report Date +34.0%
MCHI ISHARES TR 0.0%
Value $22,962 Shares 490 Share Price $46.86 Est. Cost/Share $47.91 Unrealized @ Report Date -2.2%
IVT INVENTRUST PPTYS CORP 0.0%
Value $22,719 Shares 754 Share Price $30.13 Est. Cost/Share $23.14 Unrealized @ Report Date
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $22,688 Shares 254 Share Price $89.32 Est. Cost/Share $52.25 Unrealized @ Report Date +70.9%
SPBO SPDR SER TR 0.0%
Value $22,569 Shares 788 Share Price $28.64 Est. Cost/Share $29.49 Unrealized @ Report Date -2.9%
IEI ISHARES TR 0.0%
Value $22,533 Shares 195 Share Price $115.55 Est. Cost/Share $117.53 Unrealized @ Report Date -1.7%
F FORD MTR CO 0.0%
Value $22,444 Shares 2,267 Share Price $9.90 * Est. Cost/Share $10.69 Unrealized @ Report Date -13.8%
VTRS VIATRIS INC 0.0%
Value $22,397 Shares 1,799 Share Price $12.45 * Est. Cost/Share $8.54 Unrealized @ Report Date +38.8%
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $22,032 Shares 208 Share Price $105.92 Est. Cost/Share $99.76 Unrealized @ Report Date +6.2%
AZN ASTRAZENECA PLC 0.0%
Value $21,884 Shares 334 Share Price $65.52 Est. Cost/Share $71.07 Unrealized @ Report Date
IYH ISHARES TR 0.0%
Value $21,852 Shares 375 Share Price $58.27 Est. Cost/Share $59.22 Unrealized @ Report Date -1.6%
KRE SPDR SER TR 0.0%
Value $21,726 Shares 360 Share Price $60.35 Est. Cost/Share $41.03 Unrealized @ Report Date +47.1%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $21,673 Shares 270 Share Price $80.27 Est. Cost/Share $78.76 Unrealized @ Report Date +1.9%
SPGI S&P GLOBAL INC 0.0%
Value $21,665 Shares 44 Share Price $492.39 Est. Cost/Share $409.41 Unrealized @ Report Date +20.8%
VDC VANGUARD WORLD FD 0.0%
Value $21,561 Shares 102 Share Price $211.38 Est. Cost/Share $195.38 Unrealized @ Report Date +8.2%
IWX ISHARES TR 0.0%
Value $21,102 Shares 267 Share Price $79.03 Est. Cost/Share $65.75 Unrealized @ Report Date +20.2%
CB CHUBB LIMITED 0.0%
Value $20,999 Shares 76 Share Price $276.30 Est. Cost/Share $217.33 Unrealized @ Report Date +26.3%
INTU INTUIT 0.0%
Value $20,741 Shares 33 Share Price $628.52 Est. Cost/Share $586.46 Unrealized @ Report Date +6.5%
TSLA TESLA INC 0.0%
Value $20,596 Shares 51 Share Price $403.84 Est. Cost/Share $187.12 Unrealized @ Report Date +115.8%
FCX FREEPORT-MCMORAN INC 0.0%
Value $20,335 Shares 534 Share Price $38.08 Est. Cost/Share $37.07 Unrealized @ Report Date +1.2%
AEE AMEREN CORP 0.0%
Value $20,146 Shares 226 Share Price $89.14 * Est. Cost/Share $78.68 Unrealized @ Report Date +10.1%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value $20,082 Shares 777 Share Price $25.85 Est. Cost/Share $24.31 Unrealized @ Report Date +6.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $19,769 Shares 38 Share Price $520.24 Est. Cost/Share $552.65 Unrealized @ Report Date -6.2%
DD DUPONT DE NEMOURS INC 0.0%
Value $19,635 Shares 258 Share Price $76.10 * Est. Cost/Share $27.17 Unrealized @ Report Date +14.9%
MOAT VANECK ETF TRUST 0.0%
Value $19,380 Shares 209 Share Price $92.73 Est. Cost/Share $75.27 Unrealized @ Report Date +23.2%
DIV GLOBAL X FDS 0.0%
Value $19,185 Shares 1,064 Share Price $18.03 Est. Cost/Share $16.78 Unrealized @ Report Date +7.4%
PRU PRUDENTIAL FINL INC 0.0%
Value $18,965 Shares 160 Share Price $118.53 * Est. Cost/Share $73.47 Unrealized @ Report Date +53.4%
BWX SPDR SER TR 0.0%
Value $18,906 Shares 884 Share Price $21.39 Est. Cost/Share $23.36 Unrealized @ Report Date
COP CONOCOPHILLIPS 0.0%
Value $18,644 Shares 188 Share Price $99.17 * Est. Cost/Share $108.02 Unrealized @ Report Date -11.3%
GLW CORNING INC 0.0%
Value $18,296 Shares 385 Share Price $47.52 Est. Cost/Share $27.12 Unrealized @ Report Date +71.9%
KLAC KLA CORP 0.0%
Value $18,274 Shares 29 Share Price $630.14 Est. Cost/Share $617.03 Unrealized @ Report Date +1.3%
HWKN HAWKINS INC 0.0%
Value $18,156 Shares 148 Share Price $122.68 * Est. Cost/Share $45.10 Unrealized @ Report Date +179.7%
HOG HARLEY DAVIDSON INC 0.0%
Value $18,078 Shares 600 Share Price $30.13 Est. Cost/Share $34.92 Unrealized @ Report Date -13.7%
SONY SONY GROUP CORP 0.0%
Value $17,986 Shares 850 Share Price $21.16 Est. Cost/Share $17.41 Unrealized @ Report Date +21.5%
BPOP POPULAR INC 0.0%
Value $17,872 Shares 190 Share Price $94.06 * Est. Cost/Share $66.61 Unrealized @ Report Date +37.4%
INVESCO CALIF VALUE MUN INCO 0.0%
Value $17,778 Shares 1,625 Share Price $10.94 Est. Cost/Share $9.58 Unrealized @ Report Date
TXN TEXAS INSTRS INC 0.0%
Value $17,533 Shares 94 Share Price $186.52 * Est. Cost/Share $162.58 Unrealized @ Report Date +11.7%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $17,493 Shares 277 Share Price $63.15 Est. Cost/Share $62.27 Unrealized @ Report Date
MINT PIMCO ETF TR 0.0%
Value $17,460 Shares 174 Share Price $100.34 Est. Cost/Share $100.49 Unrealized @ Report Date -0.1%
BAC BANK AMERICA CORP 0.0%
Value $17,361 Shares 395 Share Price $43.95 * Est. Cost/Share $31.45 Unrealized @ Report Date +36.6%
ETN EATON CORP PLC 0.0%
Value $17,258 Shares 52 Share Price $331.88 Est. Cost/Share $184.81 Unrealized @ Report Date +77.8%
URI UNITED RENTALS INC 0.0%
Value $17,249 Shares 24 Share Price $718.71 * Est. Cost/Share $673.99 Unrealized @ Report Date +3.6%
IBTM ISHARES TR 0.0%
Value $16,828 Shares 758 Share Price $22.20 Est. Cost/Share $22.71 Unrealized @ Report Date -2.3%
MDYV SPDR SER TR 0.0%
Value $16,762 Shares 209 Share Price $80.20 Est. Cost/Share $65.35 Unrealized @ Report Date +22.7%
IBTO ISHARES TR 0.0%
Value $16,707 Shares 707 Share Price $23.63 Est. Cost/Share $24.35 Unrealized @ Report Date -3.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value $16,249 Shares 124 Share Price $131.04 * Est. Cost/Share $125.76 Unrealized @ Report Date +0.1%
CTAS CINTAS CORP 0.0%
Value $16,078 Shares 88 Share Price $182.70 Est. Cost/Share $185.30 Unrealized @ Report Date -2.2%
ALRS ALERUS FINL CORP 0.0%
Value $15,970 Shares 830 Share Price $19.24 * Est. Cost/Share $14.91 Unrealized @ Report Date +24.0%
CVS CVS HEALTH CORP 0.0%
Value $15,847 Shares 353 Share Price $44.89 * Est. Cost/Share $64.30 Unrealized @ Report Date -33.1%
ADSK AUTODESK INC 0.0%
Value $15,666 Shares 53 Share Price $295.58 Est. Cost/Share $224.64 Unrealized @ Report Date +31.6%
EMB ISHARES TR 0.0%
Value $15,085 Shares 169 Share Price $89.26 Est. Cost/Share $85.55 Unrealized @ Report Date +4.1%
IBHI ISHARES TR 0.0%
Value $14,797 Shares 631 Share Price $23.45 Est. Cost/Share $23.66 Unrealized @ Report Date -0.9%
GE GE AEROSPACE 0.0%
Value $14,344 Shares 86 Share Price $166.79 Est. Cost/Share $79.83 Unrealized @ Report Date +107.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $14,316 Shares 25 Share Price $572.64 * Est. Cost/Share $307.90 Unrealized @ Report Date +82.3%
CTVA CORTEVA INC 0.0%
Value $14,297 Shares 251 Share Price $56.96 Est. Cost/Share $56.63 Unrealized @ Report Date -0.4%
CMI CUMMINS INC 0.0%
Value $14,293 Shares 41 Share Price $348.61 Est. Cost/Share $263.80 Unrealized @ Report Date +29.6%
SLVM SYLVAMO CORP 0.0%
Value $14,224 Shares 180 Share Price $79.02 * Est. Cost/Share $39.67 Unrealized @ Report Date +108.6%
MS MORGAN STANLEY 0.0%
Value $14,081 Shares 112 Share Price $125.72 * Est. Cost/Share $88.69 Unrealized @ Report Date +37.9%
GSK GSK PLC 0.0%
Value $13,867 Shares 410 Share Price $33.82 Est. Cost/Share $35.87 Unrealized @ Report Date -5.7%
INTC INTEL CORP 0.0%
Value $13,634 Shares 680 Share Price $20.05 Est. Cost/Share $30.72 Unrealized @ Report Date -34.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $13,597 Shares 340 Share Price $39.99 * Est. Cost/Share $31.47 Unrealized @ Report Date +18.9%
SPYV SPDR SER TR 0.0%
Value $13,246 Shares 259 Share Price $51.14 Est. Cost/Share $41.30 Unrealized @ Report Date +23.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value $13,211 Shares 219 Share Price $60.32 Est. Cost/Share $69.50 Unrealized @ Report Date -13.2%
MCK MCKESSON CORP 0.0%
Value $13,108 Shares 23 Share Price $569.91 Est. Cost/Share $416.71 Unrealized @ Report Date +36.2%
UNM UNUM GROUP 0.0%
Value $13,073 Shares 179 Share Price $73.03 Est. Cost/Share $43.63 Unrealized @ Report Date +67.4%
GNRC GENERAC HLDGS INC 0.0%
Value $12,404 Shares 80 Share Price $155.05 Est. Cost/Share $138.20 Unrealized @ Report Date +12.2%
APO APOLLO GLOBAL MGMT INC 0.0%
Value $12,387 Shares 75 Share Price $165.16 Est. Cost/Share $110.88 Unrealized @ Report Date +46.9%
TEX TEREX CORP NEW 0.0%
Value $12,249 Shares 265 Share Price $46.22 Est. Cost/Share $51.70 Unrealized @ Report Date -10.6%
ELV ELEVANCE HEALTH INC 0.0%
Value $12,174 Shares 33 Share Price $368.91 Est. Cost/Share $472.78 Unrealized @ Report Date -23.5%
DVYE ISHARES INC 0.0%
Value $12,115 Shares 469 Share Price $25.83 Est. Cost/Share $24.78 Unrealized @ Report Date +4.2%
APH AMPHENOL CORP NEW 0.0%
Value $11,946 Shares 172 Share Price $69.45 Est. Cost/Share $50.10 Unrealized @ Report Date +37.6%
DFEV DIMENSIONAL ETF TRUST 0.0%
Value $11,900 Shares 454 Share Price $26.21 Est. Cost/Share $27.38 Unrealized @ Report Date -4.3%
AON AON PLC 0.0%
Value $11,853 Shares 33 Share Price $359.18 Est. Cost/Share $325.28 Unrealized @ Report Date +9.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $11,733 Shares 25 Share Price $469.32 Est. Cost/Share $426.55 Unrealized @ Report Date +8.1%
SNY SANOFI 0.0%
Value $11,672 Shares 242 Share Price $48.23 Est. Cost/Share $53.81 Unrealized @ Report Date -10.4%
JKHY HENRY JACK & ASSOC INC 0.0%
Value $11,570 Shares 66 Share Price $175.30 Est. Cost/Share $150.31 Unrealized @ Report Date +17.1%
SBUX STARBUCKS CORP 0.0%
Value $11,544 Shares 127 Share Price $90.90 * Est. Cost/Share $97.26 Unrealized @ Report Date -8.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $11,372 Shares 62 Share Price $183.42 * Est. Cost/Share $178.08 Unrealized @ Report Date -0.5%
FISV FISERV INC 0.0%
Value $11,299 Shares 55 Share Price $205.44 Est. Cost/Share $151.37 Unrealized @ Report Date +35.7%
ADI ANALOG DEVICES INC 0.0%
Value $11,048 Shares 52 Share Price $212.46 Est. Cost/Share $176.89 Unrealized @ Report Date +18.2%
DOW DOW INC 0.0%
Value $10,795 Shares 269 Share Price $40.13 * Est. Cost/Share $45.25 Unrealized @ Report Date -17.5%
IDEV ISHARES TR 0.0%
Value $10,767 Shares 167 Share Price $64.47 Est. Cost/Share $70.83 Unrealized @ Report Date
DKS DICKS SPORTING GOODS INC 0.0%
Value $10,756 Shares 47 Share Price $228.85 * Est. Cost/Share $200.67 Unrealized @ Report Date +11.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value $10,681 Shares 221 Share Price $48.33 Est. Cost/Share $32.64 Unrealized @ Report Date +48.1%
SLYG SPDR SER TR 0.0%
Value $10,662 Shares 118 Share Price $90.36 Est. Cost/Share $73.11 Unrealized @ Report Date +23.6%
SPAB SPDR SER TR 0.0%
Value $10,646 Shares 426 Share Price $24.99 Est. Cost/Share $25.47 Unrealized @ Report Date -1.9%
VLTO VERALTO CORP 0.0%
Value $10,593 Shares 104 Share Price $101.86 Est. Cost/Share $94.12 Unrealized @ Report Date +7.7%
SDG ISHARES TR 0.0%
Value $10,591 Shares 148 Share Price $71.56 Est. Cost/Share $79.39 Unrealized @ Report Date -9.9%
SCHH SCHWAB STRATEGIC TR 0.0%
Value $10,573 Shares 502 Share Price $21.06 Est. Cost/Share $20.63 Unrealized @ Report Date +2.1%
CSGP COSTAR GROUP INC 0.0%
Value $10,524 Shares 147 Share Price $71.59 Est. Cost/Share $84.75 Unrealized @ Report Date -15.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $10,513 Shares 142 Share Price $74.04 Est. Cost/Share $87.29 Unrealized @ Report Date -15.2%
HEI HEICO CORP NEW 0.0%
Value $10,461 Shares 44 Share Price $237.75 Est. Cost/Share $168.55 Unrealized @ Report Date +41.0%
ESML ISHARES TR 0.0%
Value $10,429 Shares 248 Share Price $42.05 Est. Cost/Share $33.85 Unrealized @ Report Date +24.2%
FITB FIFTH THIRD BANCORP 0.0%
Value $10,317 Shares 244 Share Price $42.28 * Est. Cost/Share $34.31 Unrealized @ Report Date +18.9%
DELL DELL TECHNOLOGIES INC 0.0%
Value $10,257 Shares 89 Share Price $115.25 Est. Cost/Share $130.64 Unrealized @ Report Date -13.4%
MDYG SPDR SER TR 0.0%
Value $10,167 Shares 117 Share Price $86.90 Est. Cost/Share $68.31 Unrealized @ Report Date +27.2%
SUSL ISHARES TR 0.0%
Value $10,098 Shares 98 Share Price $103.04 Est. Cost/Share $73.01 Unrealized @ Report Date +41.1%
SLYV SPDR SER TR 0.0%
Value $10,034 Shares 115 Share Price $87.25 Est. Cost/Share $75.01 Unrealized @ Report Date +16.3%
J JACOBS SOLUTIONS INC 0.0%
Value $10,022 Shares 75 Share Price $133.63 Est. Cost/Share $115.55 Unrealized @ Report Date +13.4%
SO SOUTHERN CO 0.0%
Value $9,961 Shares 121 Share Price $82.32 * Est. Cost/Share $63.78 Unrealized @ Report Date +24.9%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value $9,863 Shares 316 Share Price $31.21 Est. Cost/Share $18.48 Unrealized @ Report Date
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $9,781 Shares 22 Share Price $444.59 Est. Cost/Share $428.22 Unrealized @ Report Date +4.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value $9,675 Shares 28 Share Price $345.54 Est. Cost/Share $295.11 Unrealized @ Report Date +17.5%
AME AMETEK INC 0.0%
Value $9,554 Shares 53 Share Price $180.26 Est. Cost/Share $143.53 Unrealized @ Report Date +24.8%
SCZ ISHARES TR 0.0%
Value $9,295 Shares 153 Share Price $60.75 Est. Cost/Share $59.81 Unrealized @ Report Date +1.6%
FAST FASTENAL CO 0.0%
Value $9,277 Shares 129 Share Price $71.91 * Est. Cost/Share $25.68 Unrealized @ Report Date +37.1%
FNDE SCHWAB STRATEGIC TR 0.0%
Value $9,180 Shares 316 Share Price $29.05 Est. Cost/Share $26.54 Unrealized @ Report Date +9.5%
VHT VANGUARD WORLD FD 0.0%
Value $9,133 Shares 36 Share Price $253.69 Est. Cost/Share $246.19 Unrealized @ Report Date +3.0%
JBL JABIL INC 0.0%
Value $9,066 Shares 63 Share Price $143.90 Est. Cost/Share $120.79 Unrealized @ Report Date +18.9%
HCA HCA HEALTHCARE INC 0.0%
Value $9,005 Shares 30 Share Price $300.17 Est. Cost/Share $320.76 Unrealized @ Report Date -7.1%
STRA STRATEGIC ED INC 0.0%
Value $8,969 Shares 96 Share Price $93.43 * Est. Cost/Share $76.03 Unrealized @ Report Date +19.3%
LUV SOUTHWEST AIRLS CO 0.0%
Value $8,910 Shares 265 Share Price $33.62 * Est. Cost/Share $29.51 Unrealized @ Report Date +11.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value $8,839 Shares 26 Share Price $339.96 Est. Cost/Share $242.38 Unrealized @ Report Date +39.0%
NDAQ NASDAQ INC 0.0%
Value $8,814 Shares 114 Share Price $77.32 Est. Cost/Share $48.99 Unrealized @ Report Date +55.9%
EFX EQUIFAX INC 0.0%
Value $8,665 Shares 34 Share Price $254.85 Est. Cost/Share $206.59 Unrealized @ Report Date +22.4%
CFG CITIZENS FINL GROUP INC 0.0%
Value $8,643 Shares 198 Share Price $43.65 * Est. Cost/Share $32.04 Unrealized @ Report Date +31.5%
BBY BEST BUY INC 0.0%
Value $8,585 Shares 100 Share Price $85.85 * Est. Cost/Share $65.62 Unrealized @ Report Date +24.1%
IBHJ ISHARES TR 0.0%
Value $8,488 Shares 326 Share Price $26.04 Est. Cost/Share $26.37 Unrealized @ Report Date -1.3%
SHEL SHELL PLC 0.0%
Value $8,458 Shares 135 Share Price $62.65 Est. Cost/Share $71.47 Unrealized @ Report Date -12.3%
VEEV VEEVA SYS INC 0.0%
Value $8,410 Shares 40 Share Price $210.25 Est. Cost/Share $198.49 Unrealized @ Report Date +5.9%
EXPE EXPEDIA GROUP INC 0.0%
Value $8,199 Shares 44 Share Price $186.34 Est. Cost/Share $97.23 Unrealized @ Report Date +90.1%
NVR NVR INC 0.0%
Value $8,179 Shares 1 Share Price $8179.00 Est. Cost/Share $7647.13 Unrealized @ Report Date +7.0%
ACWI ISHARES TR 0.0%
Value $7,990 Shares 68 Share Price $117.50 Est. Cost/Share $92.80 Unrealized @ Report Date +26.6%
AVUS AMERICAN CENTY ETF TR 0.0%
Value $7,852 Shares 81 Share Price $96.94 Est. Cost/Share $71.56 Unrealized @ Report Date +35.5%
RIO RIO TINTO PLC 0.0%
Value $7,763 Shares 132 Share Price $58.81 Est. Cost/Share $67.93 Unrealized @ Report Date -13.4%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $7,599 Shares 105 Share Price $72.37 Est. Cost/Share $72.39 Unrealized @ Report Date -0.6%
WISDOMTREE TR 0.0%
Value $7,583 Shares 286 Share Price $26.51 Est. Cost/Share $34.84 Unrealized @ Report Date
VLUE ISHARES TR 0.0%
Value $7,393 Shares 70 Share Price $105.61 Est. Cost/Share $91.07 Unrealized @ Report Date +16.0%
IEX IDEX CORP 0.0%
Value $7,326 Shares 35 Share Price $209.31 Est. Cost/Share $202.74 Unrealized @ Report Date +1.7%
IGIB ISHARES TR 0.0%
Value $7,315 Shares 142 Share Price $51.51 Est. Cost/Share $52.37 Unrealized @ Report Date -1.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value $7,253 Shares 26 Share Price $278.96 Est. Cost/Share $182.70 Unrealized @ Report Date +51.2%
TOTALENERGIES SE 0.0%
Value $7,249 Shares 133 Share Price $54.50 Est. Cost/Share $67.24 Unrealized @ Report Date
MAS MASCO CORP 0.0%
Value $7,040 Shares 97 Share Price $72.58 * Est. Cost/Share $68.51 Unrealized @ Report Date +14.4%
GEV GE VERNOVA INC 0.0%
Value $6,908 Shares 21 Share Price $328.95 Est. Cost/Share $158.10 Unrealized @ Report Date +107.7%
HUM HUMANA INC 0.0%
Value $6,851 Shares 27 Share Price $253.74 Est. Cost/Share $441.32 Unrealized @ Report Date -43.3%
KHC KRAFT HEINZ CO 0.0%
Value $6,827 Shares 222 Share Price $30.75 * Est. Cost/Share $33.46 Unrealized @ Report Date -13.4%
ESGD ISHARES TR 0.0%
Value $6,777 Shares 89 Share Price $76.15 Est. Cost/Share $72.95 Unrealized @ Report Date +4.4%
VOX VANGUARD WORLD FD 0.0%
Value $6,664 Shares 43 Share Price $154.98 Est. Cost/Share $131.91 Unrealized @ Report Date +17.5%
COR CENCORA INC 0.0%
Value $6,516 Shares 29 Share Price $224.69 Est. Cost/Share $169.11 Unrealized @ Report Date +31.8%
MET METLIFE INC 0.0%
Value $6,469 Shares 79 Share Price $81.89 * Est. Cost/Share $56.89 Unrealized @ Report Date +39.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value $6,455 Shares 87 Share Price $74.20 Est. Cost/Share $50.45 Unrealized @ Report Date +44.9%
HLN HALEON PLC 0.0%
Value $6,450 Shares 676 Share Price $9.54 Est. Cost/Share $8.53 Unrealized @ Report Date +11.8%
ARW ARROW ELECTRS INC 0.0%
Value $6,448 Shares 57 Share Price $113.12 * Est. Cost/Share $124.47 Unrealized @ Report Date -0.8%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $6,444 Shares 31 Share Price $207.87 Est. Cost/Share $250.12 Unrealized @ Report Date -18.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value $6,425 Shares 75 Share Price $85.67 * Est. Cost/Share $45.44 Unrealized @ Report Date -5.7%
WRB BERKLEY W R CORP 0.0%
Value $6,321 Shares 108 Share Price $58.53 * Est. Cost/Share $42.39 Unrealized @ Report Date +34.5%
ON ON SEMICONDUCTOR CORP 0.0%
Value $5,864 Shares 93 Share Price $63.05 * Est. Cost/Share $70.10 Unrealized @ Report Date -1.7%
CXT CRANE NXT CO 0.0%
Value $5,822 Shares 100 Share Price $58.22 * Est. Cost/Share $51.81 Unrealized @ Report Date +9.3%
IWO ISHARES TR 0.0%
Value $5,757 Shares 20 Share Price $287.85 Est. Cost/Share $229.29 Unrealized @ Report Date +25.5%
INSP INSPIRE MED SYS INC 0.0%
Value $5,747 Shares 31 Share Price $185.39 * Est. Cost/Share $162.01 Unrealized @ Report Date +19.8%
TILT FLEXSHARES TR 0.0%
Value $5,615 Shares 26 Share Price $215.96 Est. Cost/Share $159.30 Unrealized @ Report Date +35.6%
CPB THE CAMPBELLS COMPANY 0.0%
Value $5,612 Shares 134 Share Price $41.88 * Est. Cost/Share $45.68 Unrealized @ Report Date -12.3%
PCTY PAYLOCITY HLDG CORP 0.0%
Value $5,386 Shares 27 Share Price $199.48 Est. Cost/Share $183.04 Unrealized @ Report Date +9.0%
CC CHEMOURS CO 0.0%
Value $5,138 Shares 304 Share Price $16.90 * Est. Cost/Share $27.54 Unrealized @ Report Date -40.9%
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value $5,100 Shares 65 Share Price $78.46 Est. Cost/Share $76.62 Unrealized @ Report Date +2.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value $5,095 Shares 28 Share Price $181.96 Est. Cost/Share $146.48 Unrealized @ Report Date +24.2%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $5,091 Shares 252 Share Price $20.20 Est. Cost/Share $16.81 Unrealized @ Report Date
IBHG ISHARES TR 0.0%
Value $5,004 Shares 225 Share Price $22.24 Est. Cost/Share $22.19 Unrealized @ Report Date +0.2%
OEC ORION S.A. 0.0%
Value $4,974 Shares 315 Share Price $15.79 * Est. Cost/Share $22.94 Unrealized @ Report Date -26.4%
APP APPLOVIN CORP 0.0%
Value $4,858 Shares 15 Share Price $323.87 Est. Cost/Share $252.97 Unrealized @ Report Date +28.0%
TKR TIMKEN CO 0.0%
Value $4,854 Shares 68 Share Price $71.38 Est. Cost/Share $78.85 Unrealized @ Report Date -9.5%
LIN LINDE PLC 0.0%
Value $4,815 Shares 12 Share Price $401.25 * Est. Cost/Share $352.90 Unrealized @ Report Date +17.1%
XOP SPDR SER TR 0.0%
Value $4,766 Shares 36 Share Price $132.39 Est. Cost/Share $136.77 Unrealized @ Report Date -3.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $4,632 Shares 12 Share Price $386.00 * Est. Cost/Share $336.94 Unrealized @ Report Date +19.5%
TECH BIO-TECHNE CORP 0.0%
Value $4,610 Shares 64 Share Price $72.03 Est. Cost/Share $79.36 Unrealized @ Report Date -9.8%
VDE VANGUARD WORLD FD 0.0%
Value $4,610 Shares 38 Share Price $121.32 Est. Cost/Share $125.08 Unrealized @ Report Date -3.0%
LIT GLOBAL X FDS 0.0%
Value $4,568 Shares 112 Share Price $40.79 Est. Cost/Share $59.96 Unrealized @ Report Date -32.0%
RWO SPDR INDEX SHS FDS 0.0%
Value $4,547 Shares 106 Share Price $42.90 Est. Cost/Share $40.91 Unrealized @ Report Date +4.8%
JOUT JOHNSON OUTDOORS INC 0.0%
Value $4,544 Shares 138 Share Price $32.93 Est. Cost/Share $59.39 Unrealized @ Report Date -44.4%
NUSA NUSHARES ETF TR 0.0%
Value $4,522 Shares 197 Share Price $22.95 Est. Cost/Share $22.98 Unrealized @ Report Date -0.2%
PEGA PEGASYSTEMS INC 0.0%
Value $4,474 Shares 48 Share Price $93.21 * Est. Cost/Share $23.24 Unrealized @ Report Date +84.1%
EOG EOG RES INC 0.0%
Value $4,413 Shares 36 Share Price $122.58 * Est. Cost/Share $104.44 Unrealized @ Report Date +13.4%
FIVE FIVE BELOW INC 0.0%
Value $4,304 Shares 41 Share Price $104.98 Est. Cost/Share $195.49 Unrealized @ Report Date -46.3%
TROW PRICE T ROWE GROUP INC 0.0%
Value $4,241 Shares 38 Share Price $111.61 * Est. Cost/Share $96.42 Unrealized @ Report Date +11.4%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $4,209 Shares 20 Share Price $210.45 Est. Cost/Share $177.34 Unrealized @ Report Date +18.7%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $4,190 Shares 66 Share Price $63.48 Est. Cost/Share $62.13 Unrealized @ Report Date +2.1%
SSYS STRATASYS LTD 0.0%
Value $4,117 Shares 463 Share Price $8.89 Est. Cost/Share $15.66 Unrealized @ Report Date -43.2%
PCG PG&E CORP 0.0%
Value $4,117 Shares 204 Share Price $20.18 Est. Cost/Share $20.16 Unrealized @ Report Date 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $4,087 Shares 37 Share Price $110.46 Est. Cost/Share $48.12 Unrealized @ Report Date +128.6%
BALL BALL CORP 0.0%
Value $4,080 Shares 74 Share Price $55.14 Est. Cost/Share $52.22 Unrealized @ Report Date +4.0%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $4,052 Shares 151 Share Price $26.83 * Est. Cost/Share $22.13 Unrealized @ Report Date +14.6%
NOK NOKIA CORP 0.0%
Value $3,899 Shares 880 Share Price $4.43 Est. Cost/Share $4.23 Unrealized @ Report Date +4.8%
XAR SPDR SER TR 0.0%
Value $3,814 Shares 23 Share Price $165.83 Est. Cost/Share $144.64 Unrealized @ Report Date +14.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $3,764 Shares 11 Share Price $342.18 Est. Cost/Share $139.36 Unrealized @ Report Date +145.5%
ISCG ISHARES TR 0.0%
Value $3,759 Shares 76 Share Price $49.46 Est. Cost/Share $39.29 Unrealized @ Report Date +25.9%
ED CONSOLIDATED EDISON INC 0.0%
Value $3,570 Shares 40 Share Price $89.25 * Est. Cost/Share $88.99 Unrealized @ Report Date -3.1%
ICLN ISHARES TR 0.0%
Value $3,566 Shares 313 Share Price $11.39 Est. Cost/Share $18.34 Unrealized @ Report Date -37.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $3,505 Shares 38 Share Price $92.24 * Est. Cost/Share $79.95 Unrealized @ Report Date +11.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value $3,402 Shares 7 Share Price $486.00 * Est. Cost/Share $431.49 Unrealized @ Report Date +9.4%
TFC TRUIST FINL CORP 0.0%
Value $3,384 Shares 78 Share Price $43.38 * Est. Cost/Share $26.95 Unrealized @ Report Date +53.4%
ETR ENTERGY CORP NEW 0.0%
Value $3,337 Shares 44 Share Price $75.84 * Est. Cost/Share $58.56 Unrealized @ Report Date +25.9%
KD KYNDRYL HLDGS INC 0.0%
Value $3,149 Shares 91 Share Price $34.60 Est. Cost/Share $13.53 Unrealized @ Report Date +155.6%
EQNR EQUINOR ASA 0.0%
Value $3,128 Shares 132 Share Price $23.70 Est. Cost/Share $28.56 Unrealized @ Report Date
PAYC PAYCOM SOFTWARE INC 0.0%
Value $3,075 Shares 15 Share Price $205.00 Est. Cost/Share $289.15 Unrealized @ Report Date -29.6%
EXPO EXPONENT INC 0.0%
Value $3,030 Shares 34 Share Price $89.12 * Est. Cost/Share $90.75 Unrealized @ Report Date +9.0%
EFG ISHARES TR 0.0%
Value $3,002 Shares 31 Share Price $96.84 Est. Cost/Share $95.13 Unrealized @ Report Date +1.8%
CRL CHARLES RIV LABS INTL INC 0.0%
Value $2,954 Shares 16 Share Price $184.63 Est. Cost/Share $198.96 Unrealized @ Report Date -7.2%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value $2,939 Shares 43 Share Price $68.35 * Est. Cost/Share $60.80 Unrealized @ Report Date +9.8%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value $2,936 Shares 132 Share Price $22.24 * Est. Cost/Share $10.02 Unrealized @ Report Date +74.3%
DHR DANAHER CORPORATION 0.0%
Value $2,870 Shares 13 Share Price $220.77 * Est. Cost/Share $208.76 Unrealized @ Report Date +9.3%
TLH ISHARES TR 0.0%
Value $2,788 Shares 28 Share Price $99.57 Est. Cost/Share $103.47 Unrealized @ Report Date -3.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $2,779 Shares 23 Share Price $120.83 Est. Cost/Share $134.79 Unrealized @ Report Date -10.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value $2,693 Shares 12 Share Price $224.42 * Est. Cost/Share $76.56 Unrealized @ Report Date +46.5%
NTRS NORTHERN TR CORP 0.0%
Value $2,665 Shares 26 Share Price $102.50 * Est. Cost/Share $70.33 Unrealized @ Report Date +40.8%
BL BLACKLINE INC 0.0%
Value $2,613 Shares 43 Share Price $60.77 Est. Cost/Share $55.51 Unrealized @ Report Date +7.4%
WDAY WORKDAY INC 0.0%
Value $2,581 Shares 10 Share Price $258.10 Est. Cost/Share $200.31 Unrealized @ Report Date +28.8%
APPS DIGITAL TURBINE INC 0.0%
Value $2,535 Shares 1,500 Share Price $1.69 Est. Cost/Share $4.78 Unrealized @ Report Date -64.6%
PCAR PACCAR INC 0.0%
Value $2,497 Shares 24 Share Price $104.04 * Est. Cost/Share $94.52 Unrealized @ Report Date +7.2%
VLO VALERO ENERGY CORP 0.0%
Value $2,452 Shares 20 Share Price $122.60 * Est. Cost/Share $107.19 Unrealized @ Report Date +10.9%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value $2,426 Shares 215 Share Price $11.28 * Est. Cost/Share $12.17 Unrealized @ Report Date +10.0%
SMH VANECK ETF TRUST 0.0%
Value $2,422 Shares 10 Share Price $242.20 Est. Cost/Share $199.49 Unrealized @ Report Date +21.4%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $2,404 Shares 8 Share Price $300.50 Est. Cost/Share $263.30 Unrealized @ Report Date +14.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $2,372 Shares 2 Share Price $1186.00 * Est. Cost/Share $61.07 Unrealized @ Report Date +29.5%
GILD GILEAD SCIENCES INC 0.0%
Value $2,310 Shares 25 Share Price $92.40 * Est. Cost/Share $78.41 Unrealized @ Report Date +14.6%
FSLR FIRST SOLAR INC 0.0%
Value $2,292 Shares 13 Share Price $176.31 * Est. Cost/Share $218.00 Unrealized @ Report Date -8.7%
EMBC EMBECTA CORP 0.0%
Value $2,231 Shares 108 Share Price $20.66 * Est. Cost/Share $24.47 Unrealized @ Report Date -19.6%
SJM SMUCKER J M CO 0.0%
Value $2,203 Shares 20 Share Price $110.15 * Est. Cost/Share $106.16 Unrealized @ Report Date -0.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $2,190 Shares 28 Share Price $78.21 Est. Cost/Share $79.45 Unrealized @ Report Date -1.8%
FNB F N B CORP 0.0%
Value $2,158 Shares 146 Share Price $14.78 * Est. Cost/Share $14.80 Unrealized @ Report Date -3.2%
CGNX COGNEX CORP 0.0%
Value $2,116 Shares 59 Share Price $35.86 * Est. Cost/Share $50.68 Unrealized @ Report Date -23.5%
C CITIGROUP INC 0.0%
Value $2,112 Shares 30 Share Price $70.40 * Est. Cost/Share $42.74 Unrealized @ Report Date +60.3%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $2,098 Shares 92 Share Price $22.80 Est. Cost/Share $31.06 Unrealized @ Report Date -26.6%
ABRDN GLOBAL INCOME FUND INC 0.0%
Value $2,065 Shares 350 Share Price $5.90 Est. Cost/Share $5.96 Unrealized @ Report Date
BLK BLACKROCK INC 0.0%
Value $2,051 Shares 2 Share Price $1025.50 * Est. Cost/Share $991.05 Unrealized @ Report Date +1.4%
CDW CDW CORP 0.0%
Value $2,002 Shares 12 Share Price $166.83 * Est. Cost/Share $168.84 Unrealized @ Report Date +1.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value $1,878 Shares 8 Share Price $234.75 * Est. Cost/Share $200.25 Unrealized @ Report Date +14.7%
SFM SPROUTS FMRS MKT INC 0.0%
Value $1,779 Shares 14 Share Price $127.07 Est. Cost/Share $132.91 Unrealized @ Report Date -4.4%
PLD PROLOGIS INC. 0.0%
Value $1,692 Shares 16 Share Price $105.75 * Est. Cost/Share $112.84 Unrealized @ Report Date -9.5%
AVY AVERY DENNISON CORP 0.0%
Value $1,685 Shares 9 Share Price $187.22 * Est. Cost/Share $162.78 Unrealized @ Report Date +12.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $1,658 Shares 21 Share Price $78.95 Est. Cost/Share $58.67 Unrealized @ Report Date +33.4%
LPLA LPL FINL HLDGS INC 0.0%
Value $1,633 Shares 5 Share Price $326.60 Est. Cost/Share $200.25 Unrealized @ Report Date +63.1%
EA ELECTRONIC ARTS INC 0.0%
Value $1,610 Shares 11 Share Price $146.36 Est. Cost/Share $124.94 Unrealized @ Report Date +16.5%
ACM AECOM 0.0%
Value $1,603 Shares 15 Share Price $106.87 Est. Cost/Share $79.85 Unrealized @ Report Date +35.0%
AMTM AMENTUM HOLDINGS INC 0.0%
Value $1,578 Shares 75 Share Price $21.04 Est. Cost/Share $28.49 Unrealized @ Report Date -26.2%
HSY HERSHEY CO 0.0%
Value $1,525 Shares 9 Share Price $169.44 * Est. Cost/Share $223.58 Unrealized @ Report Date -26.7%
HSIC HENRY SCHEIN INC 0.0%
Value $1,523 Shares 22 Share Price $69.23 Est. Cost/Share $79.00 Unrealized @ Report Date -12.4%
ACGL ARCH CAP GROUP LTD 0.0%
Value $1,478 Shares 16 Share Price $92.38 Est. Cost/Share $98.18 Unrealized @ Report Date -5.9%
KRNT KORNIT DIGITAL LTD 0.0%
Value $1,455 Shares 47 Share Price $30.96 * Est. Cost/Share $22.60 Unrealized @ Report Date +26.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $1,425 Shares 2 Share Price $712.50 Est. Cost/Share $766.75 Unrealized @ Report Date -7.6%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value $1,416 Shares 11 Share Price $128.73 * Est. Cost/Share $123.14 Unrealized @ Report Date +1.5%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value $1,412 Shares 19 Share Price $74.32 Est. Cost/Share $75.96 Unrealized @ Report Date -0.4%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value $1,412 Shares 4 Share Price $353.00 Est. Cost/Share $367.56 Unrealized @ Report Date -4.0%
TOL TOLL BROTHERS INC 0.0%
Value $1,386 Shares 11 Share Price $126.00 Est. Cost/Share $148.49 Unrealized @ Report Date -15.2%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $1,359 Shares 67 Share Price $20.28 * Est. Cost/Share $17.60 Unrealized @ Report Date +7.7%
COF CAPITAL ONE FINL CORP 0.0%
Value $1,338 Shares 8 Share Price $167.25 * Est. Cost/Share $95.91 Unrealized @ Report Date +83.6%
NVO NOVO-NORDISK A S 0.0%
Value $1,291 Shares 15 Share Price $86.07 Est. Cost/Share $108.14 Unrealized @ Report Date -20.5%
BHP BHP GROUP LTD 0.0%
Value $1,270 Shares 26 Share Price $48.85 Est. Cost/Share $59.69 Unrealized @ Report Date
MFC MANULIFE FINL CORP 0.0%
Value $1,229 Shares 40 Share Price $30.73 Est. Cost/Share $30.98 Unrealized @ Report Date -0.9%
HESS CORP 0.0%
Value $1,198 Shares 9 Share Price $133.11 Est. Cost/Share $136.00 Unrealized @ Report Date
NEE NEXTERA ENERGY INC 0.0%
Value $1,148 Shares 16 Share Price $71.75 * Est. Cost/Share $67.61 Unrealized @ Report Date +2.8%
VOD VODAFONE GROUP PLC NEW 0.0%
Value $1,147 Shares 135 Share Price $8.50 Est. Cost/Share $10.51 Unrealized @ Report Date -19.2%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $1,110 Shares 281 Share Price $3.95 Est. Cost/Share $5.85 Unrealized @ Report Date
DTE DTE ENERGY CO 0.0%
Value $1,087 Shares 9 Share Price $120.78 * Est. Cost/Share $101.46 Unrealized @ Report Date +15.1%
CERT CERTARA INC 0.0%
Value $1,065 Shares 100 Share Price $10.65 Est. Cost/Share $21.12 Unrealized @ Report Date -48.6%
HPQ HP INC 0.0%
Value $1,012 Shares 31 Share Price $32.65 * Est. Cost/Share $27.12 Unrealized @ Report Date +15.2%
MUSA MURPHY USA INC 0.0%
Value $1,004 Shares 2 Share Price $502.00 Est. Cost/Share $507.74 Unrealized @ Report Date -1.7%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value $996 Shares 4 Share Price $249.00 * Est. Cost/Share $268.57 Unrealized @ Report Date 0.0%
PROSHARES TR 0.0%
Value $984 Shares 50 Share Price $19.68 Est. Cost/Share $34.30 Unrealized @ Report Date
STLA STELLANTIS N.V 0.0%
Value $953 Shares 73 Share Price $13.05 Est. Cost/Share $13.05 Unrealized @ Report Date
EQIX EQUINIX INC 0.0%
Value $943 Shares 1 Share Price $943.00 * Est. Cost/Share $692.48 Unrealized @ Report Date +33.1%
FIVN FIVE9 INC 0.0%
Value $935 Shares 23 Share Price $40.65 Est. Cost/Share $67.12 Unrealized @ Report Date -39.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value $934 Shares 5 Share Price $186.80 Est. Cost/Share $188.34 Unrealized @ Report Date -0.9%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $923 Shares 4 Share Price $230.75 Est. Cost/Share $218.15 Unrealized @ Report Date +4.4%
TS TENARIS S A 0.0%
Value $907 Shares 24 Share Price $37.79 Est. Cost/Share $37.79 Unrealized @ Report Date
IAC IAC INC 0.0%
Value $906 Shares 21 Share Price $43.14 * Est. Cost/Share $45.81 Unrealized @ Report Date -12.5%
ANET ARISTA NETWORKS INC 0.0%
Value $885 Shares 8 Share Price $110.63 Est. Cost/Share $102.84 Unrealized @ Report Date +7.5%
NVS NOVARTIS AG 0.0%
Value $876 Shares 9 Share Price $97.33 Est. Cost/Share $106.64 Unrealized @ Report Date -8.7%
LVS LAS VEGAS SANDS CORP 0.0%
Value $874 Shares 17 Share Price $51.41 * Est. Cost/Share $56.48 Unrealized @ Report Date -11.0%
ULTA ULTA BEAUTY INC 0.0%
Value $870 Shares 2 Share Price $435.00 Est. Cost/Share $489.83 Unrealized @ Report Date -11.2%
LNG CHENIERE ENERGY INC 0.0%
Value $860 Shares 4 Share Price $215.00 Est. Cost/Share $148.05 Unrealized @ Report Date +45.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $848 Shares 10 Share Price $84.80 Est. Cost/Share $87.52 Unrealized @ Report Date -3.1%
MPC MARATHON PETE CORP 0.0%
Value $837 Shares 6 Share Price $139.50 * Est. Cost/Share $109.92 Unrealized @ Report Date +24.2%
TRI THOMSON REUTERS CORP 0.0%
Value $802 Shares 5 Share Price $160.40 Est. Cost/Share $161.91 Unrealized @ Report Date 0.0%
EAGG ISHARES TR 0.0%
Value $790 Shares 17 Share Price $46.47 Est. Cost/Share $47.65 Unrealized @ Report Date -2.5%
PGNY PROGYNY INC 0.0%
Value $759 Shares 44 Share Price $17.25 * Est. Cost/Share $36.09 Unrealized @ Report Date -57.0%
GRMN GARMIN LTD 0.0%
Value $722 Shares 4 Share Price $180.50 * Est. Cost/Share $97.02 Unrealized @ Report Date +109.2%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $706 Shares 4 Share Price $176.50 Est. Cost/Share $182.78 Unrealized @ Report Date -4.2%
AIG AMERICAN INTL GROUP INC 0.0%
Value $692 Shares 10 Share Price $69.20 * Est. Cost/Share $50.62 Unrealized @ Report Date +40.8%
LH LABCORP HOLDINGS INC 0.0%
Value $688 Shares 3 Share Price $229.33 Est. Cost/Share $226.47 Unrealized @ Report Date +0.1%
OGN ORGANON & CO 0.0%
Value $687 Shares 46 Share Price $14.93 * Est. Cost/Share $19.10 Unrealized @ Report Date -23.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $662 Shares 31 Share Price $21.35 * Est. Cost/Share $14.20 Unrealized @ Report Date +46.4%
WMB WILLIAMS COS INC 0.0%
Value $623 Shares 12 Share Price $51.92 Est. Cost/Share $26.77 Unrealized @ Report Date +95.4%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $620 Shares 8 Share Price $77.50 * Est. Cost/Share $65.46 Unrealized @ Report Date +13.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $616 Shares 8 Share Price $77.00 Est. Cost/Share $76.85 Unrealized @ Report Date -1.5%
FOXA FOX CORP 0.0%
Value $583 Shares 12 Share Price $48.58 Est. Cost/Share $44.61 Unrealized @ Report Date +7.9%
ALL ALLSTATE CORP 0.0%
Value $579 Shares 3 Share Price $193.00 * Est. Cost/Share $189.83 Unrealized @ Report Date -0.4%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value $572 Shares 4 Share Price $143.00 Est. Cost/Share $176.96 Unrealized @ Report Date -19.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $572 Shares 2 Share Price $286.00 Est. Cost/Share $275.92 Unrealized @ Report Date +1.9%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $547 Shares 52 Share Price $10.52 Est. Cost/Share $23.68 Unrealized @ Report Date -54.9%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value $541 Shares 42 Share Price $12.88 Est. Cost/Share $12.88 Unrealized @ Report Date
DG DOLLAR GEN CORP NEW 0.0%
Value $531 Shares 7 Share Price $75.86 * Est. Cost/Share $187.30 Unrealized @ Report Date -60.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $520 Shares 1 Share Price $520.00 Est. Cost/Share $445.37 Unrealized @ Report Date +15.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $517 Shares 1 Share Price $517.00 Est. Cost/Share $388.35 Unrealized @ Report Date +32.2%
LSTR LANDSTAR SYS INC 0.0%
Value $516 Shares 3 Share Price $172.00 Est. Cost/Share $172.00 Unrealized @ Report Date
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value $474 Shares 3 Share Price $158.00 Est. Cost/Share $158.93 Unrealized @ Report Date 0.0%
FTNT FORTINET INC 0.0%
Value $473 Shares 5 Share Price $94.60 Est. Cost/Share $68.00 Unrealized @ Report Date +38.9%
CPRT COPART INC 0.0%
Value $460 Shares 8 Share Price $57.50 Est. Cost/Share $42.95 Unrealized @ Report Date +33.6%
STLD STEEL DYNAMICS INC 0.0%
Value $457 Shares 4 Share Price $114.25 Est. Cost/Share $130.47 Unrealized @ Report Date -13.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $448 Shares 3 Share Price $149.33 Est. Cost/Share $104.69 Unrealized @ Report Date +40.7%
TEL TE CONNECTIVITY PLC 0.0%
Value $429 Shares 3 Share Price $143.00 Est. Cost/Share $146.90 Unrealized @ Report Date -3.8%
IDXX IDEXX LABS INC 0.0%
Value $414 Shares 1 Share Price $414.00 Est. Cost/Share $479.21 Unrealized @ Report Date -13.7%
CL COLGATE PALMOLIVE CO 0.0%
Value $410 Shares 5 Share Price $82.00 * Est. Cost/Share $72.91 Unrealized @ Report Date +21.7%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value $407 Shares 17 Share Price $23.94 * Est. Cost/Share $94.80 Unrealized @ Report Date -66.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $389 Shares 4 Share Price $97.25 Est. Cost/Share $47.22 Unrealized @ Report Date +105.6%
YUMC YUM CHINA HLDGS INC 0.0%
Value $386 Shares 8 Share Price $48.25 Est. Cost/Share $47.42 Unrealized @ Report Date +1.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $379 Shares 3 Share Price $126.33 * Est. Cost/Share $154.55 Unrealized @ Report Date -23.7%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value $370 Shares 2 Share Price $185.00 Est. Cost/Share $186.57 Unrealized @ Report Date 0.0%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value $354 Shares 20 Share Price $17.70 * Est. Cost/Share $20.79 Unrealized @ Report Date -32.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $354 Shares 7 Share Price $50.57 * Est. Cost/Share $51.78 Unrealized @ Report Date -6.1%
TIP ISHARES TR 0.0%
Value $320 Shares 3 Share Price $106.67 Est. Cost/Share $108.90 Unrealized @ Report Date -2.2%
DH DEFINITIVE HEALTHCARE CORP 0.0%
Value $317 Shares 77 Share Price $4.12 * Est. Cost/Share $10.30 Unrealized @ Report Date -57.5%
BLD TOPBUILD CORP 0.0%
Value $312 Shares 1 Share Price $312.00 Est. Cost/Share $366.68 Unrealized @ Report Date -15.1%
STE STERIS PLC 0.0%
Value $309 Shares 2 Share Price $154.50 * Est. Cost/Share $195.42 Unrealized @ Report Date +4.4%
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value $301 Shares 21 Share Price $14.33 Est. Cost/Share $14.33 Unrealized @ Report Date
NEM NEWMONT CORP 0.0%
Value $298 Shares 8 Share Price $37.25 Est. Cost/Share $42.39 Unrealized @ Report Date -13.7%
HMC HONDA MOTOR LTD 0.0%
Value $257 Shares 9 Share Price $28.56 Est. Cost/Share $28.25 Unrealized @ Report Date +1.0%
DINO HF SINCLAIR CORP 0.0%
Value $246 Shares 7 Share Price $35.14 * Est. Cost/Share $38.65 Unrealized @ Report Date 0.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value $241 Shares 5 Share Price $48.20 Est. Cost/Share $43.07 Unrealized @ Report Date +11.5%
STZ CONSTELLATION BRANDS INC 0.0%
Value $221 Shares 1 Share Price $221.00 * Est. Cost/Share $222.70 Unrealized @ Report Date -3.2%
SWK STANLEY BLACK & DECKER INC 0.0%
Value $201 Shares 3 Share Price $67.00 * Est. Cost/Share $74.47 Unrealized @ Report Date +3.0%
TPR TAPESTRY INC 0.0%
Value $196 Shares 3 Share Price $65.33 Est. Cost/Share $38.73 Unrealized @ Report Date +66.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $196 Shares 21 Share Price $9.33 Est. Cost/Share $28.52 Unrealized @ Report Date
WAB WABTEC 0.0%
Value $190 Shares 1 Share Price $190.00 Est. Cost/Share $97.89 Unrealized @ Report Date +92.7%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $181 Shares 34 Share Price $5.32 Est. Cost/Share $2.20 Unrealized @ Report Date +141.1%
CNP CENTERPOINT ENERGY INC 0.0%
Value $159 Shares 5 Share Price $31.80 * Est. Cost/Share $27.56 Unrealized @ Report Date +12.4%
ONL ORION OFFICE REIT INC 0.0%
Value $123 Shares 33 Share Price $3.73 Est. Cost/Share $6.63 Unrealized @ Report Date
ADAM NEW YORK MTG TR INC 0.0%
Value $37 Shares 6 Share Price $6.17 Est. Cost/Share $10.00 Unrealized @ Report Date