Cherry Tree Wealth Management, LLC Diversified Active

Location: Minnetonka, MN

CIK: 0001985414 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value: $430M (100.0% shares, 0.0% debt)

Holdings (606)

SPIB SPDR SERIES TRUST 5.2%
Value $22.41M Shares 667,254 Share Price $33.58 Est. Cost/Share $32.22 Unrealized @ Report Date +4.2%
BND VANGUARD BD INDEX FDS 4.7%
Value $20.17M Shares 273,996 Share Price $73.63 Est. Cost/Share $72.96 Unrealized @ Report Date +0.9%
SPSB SPDR SERIES TRUST 4.3%
Value $18.45M Shares 610,984 Share Price $30.19 Est. Cost/Share $29.54 Unrealized @ Report Date +2.2%
VTV VANGUARD INDEX FDS 4.0%
Value $17.16M Shares 97,089 Share Price $176.74 Est. Cost/Share $139.01 Unrealized @ Report Date +27.1%
VEA VANGUARD TAX-MANAGED FDS 3.7%
Value $16.1M Shares 282,425 Share Price $57.01 Est. Cost/Share $46.53 Unrealized @ Report Date +22.5%
IVV ISHARES TR 3.3%
Value $14.27M Shares 22,987 Share Price $620.89 Est. Cost/Share $429.40 Unrealized @ Report Date +44.6%
FLRN SPDR SERIES TRUST 2.9%
Value $12.4M Shares 402,054 Share Price $30.83 Est. Cost/Share $30.56 Unrealized @ Report Date +0.9%
VYM VANGUARD WHITEHALL FDS 2.9%
Value $12.37M Shares 92,762 Share Price $133.31 Est. Cost/Share $105.27 Unrealized @ Report Date +26.6%
DFAC DIMENSIONAL ETF TRUST 2.8%
Value $12.04M Shares 336,024 Share Price $35.84 Est. Cost/Share $25.77 Unrealized @ Report Date +39.1%
VBR VANGUARD INDEX FDS 2.6%
Value $11.19M Shares 57,398 Share Price $195.01 Est. Cost/Share $158.30 Unrealized @ Report Date +23.2%
VCSH VANGUARD SCOTTSDALE FDS 2.5%
Value $10.57M Shares 132,953 Share Price $79.50 Est. Cost/Share $76.04 Unrealized @ Report Date +4.6%
VB VANGUARD INDEX FDS 2.4%
Value $10.41M Shares 43,910 Share Price $236.98 Est. Cost/Share $193.60 Unrealized @ Report Date +22.4%
VEU VANGUARD INTL EQUITY INDEX F 2.2%
Value $9.562M Shares 142,249 Share Price $67.22 Est. Cost/Share $54.22 Unrealized @ Report Date +24.0%
FNDF SCHWAB STRATEGIC TR 2.1%
Value $8.971M Shares 224,165 Share Price $40.02 Est. Cost/Share $32.28 Unrealized @ Report Date +24.0%
BSV VANGUARD BD INDEX FDS 2.1%
Value $8.902M Shares 113,109 Share Price $78.70 Est. Cost/Share $76.28 Unrealized @ Report Date +3.2%
VTIP VANGUARD MALVERN FDS 1.9%
Value $8.181M Shares 162,744 Share Price $50.27 Est. Cost/Share $47.76 Unrealized @ Report Date +5.3%
FNDC SCHWAB STRATEGIC TR 1.7%
Value $7.32M Shares 174,073 Share Price $42.05 Est. Cost/Share $33.50 Unrealized @ Report Date +25.5%
VYMI VANGUARD WHITEHALL FDS 1.6%
Value $7.013M Shares 87,543 Share Price $80.11 Est. Cost/Share $63.34 Unrealized @ Report Date +26.5%
DFUV DIMENSIONAL ETF TRUST 1.5%
Value $6.324M Shares 149,565 Share Price $42.28 Est. Cost/Share $33.51 Unrealized @ Report Date +26.2%
VWO VANGUARD INTL EQUITY INDEX F 1.4%
Value $6.082M Shares 122,975 Share Price $49.46 Est. Cost/Share $40.41 Unrealized @ Report Date +22.4%
VXUS VANGUARD STAR FDS 1.4%
Value $5.865M Shares 84,886 Share Price $69.09 Est. Cost/Share $56.16 Unrealized @ Report Date +23.0%
AVLV AMERICAN CENTY ETF TR 1.3%
Value $5.716M Shares 83,800 Share Price $68.21 Est. Cost/Share $56.26 Unrealized @ Report Date +21.2%
IBDT ISHARES TR 1.3%
Value $5.552M Shares 218,398 Share Price $25.42 Est. Cost/Share $24.68 Unrealized @ Report Date +3.0%
VTEB VANGUARD MUN BD FDS 1.3%
Value $5.529M Shares 112,775 Share Price $49.03 Est. Cost/Share $49.73 Unrealized @ Report Date -1.4%
RSP INVESCO EXCHANGE TRADED FD T 1.3%
Value $5.464M Shares 30,063 Share Price $181.74 Est. Cost/Share $159.46 Unrealized @ Report Date +14.0%
DFAT DIMENSIONAL ETF TRUST 1.2%
Value $5.37M Shares 99,511 Share Price $53.96 Est. Cost/Share $43.89 Unrealized @ Report Date +23.0%
SPLV INVESCO EXCH TRADED FD TR II 1.2%
Value $5.336M Shares 73,278 Share Price $72.82 Est. Cost/Share $62.62 Unrealized @ Report Date +16.3%
TITN TITAN MACHY INC 1.1%
Value $4.795M Shares 242,039 Share Price $19.81 Est. Cost/Share $29.92 Unrealized @ Report Date -33.8%
AVEM AMERICAN CENTY ETF TR 1.1%
Value $4.769M Shares 69,578 Share Price $68.54 Est. Cost/Share $54.21 Unrealized @ Report Date +26.4%
VNQ VANGUARD INDEX FDS 1.0%
Value $4.467M Shares 50,156 Share Price $89.06 Est. Cost/Share $82.20 Unrealized @ Report Date +8.3%
IBDU ISHARES TR 1.0%
Value $4.448M Shares 190,671 Share Price $23.33 Est. Cost/Share $22.67 Unrealized @ Report Date +2.9%
IBDS ISHARES TR 1.0%
Value $4.208M Shares 173,383 Share Price $24.27 Est. Cost/Share $23.64 Unrealized @ Report Date +2.7%
SCHF SCHWAB STRATEGIC TR 1.0%
Value $4.15M Shares 187,798 Share Price $22.10 Est. Cost/Share $18.74 Unrealized @ Report Date +17.9%
VTI VANGUARD INDEX FDS 0.9%
Value $3.907M Shares 12,856 Share Price $303.94 Est. Cost/Share $210.89 Unrealized @ Report Date +44.1%
MSFT MICROSOFT CORP 0.9%
Value $3.825M Shares 7,689 Share Price $497.41 Est. Cost/Share $309.33 Unrealized @ Report Date +60.2%
DFGR DIMENSIONAL ETF TRUST 0.8%
Value $3.505M Shares 130,629 Share Price $26.83 Est. Cost/Share $25.25 Unrealized @ Report Date +6.3%
DFAX DIMENSIONAL ETF TRUST 0.7%
Value $3.153M Shares 107,342 Share Price $29.37 Est. Cost/Share $23.62 Unrealized @ Report Date +24.3%
SCHB SCHWAB STRATEGIC TR 0.7%
Value $2.897M Shares 121,559 Share Price $23.83 Est. Cost/Share $20.64 Unrealized @ Report Date +15.4%
DUHP DIMENSIONAL ETF TRUST 0.7%
Value $2.825M Shares 79,435 Share Price $35.56 Est. Cost/Share $33.46 Unrealized @ Report Date +6.3%
TROW PRICE T ROWE GROUP INC 0.7%
Value $2.808M Shares 29,100 Share Price $96.50 * Est. Cost/Share $100.32 Unrealized @ Report Date -6.1%
AVUV AMERICAN CENTY ETF TR 0.7%
Value $2.807M Shares 30,812 Share Price $91.10 Est. Cost/Share $82.21 Unrealized @ Report Date +10.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value $2.797M Shares 49,196 Share Price $56.85 Est. Cost/Share $56.03 Unrealized @ Report Date +1.5%
AAPL APPLE INC 0.6%
Value $2.758M Shares 13,444 Share Price $205.17 Est. Cost/Share $173.18 Unrealized @ Report Date +18.2%
AGG ISHARES TR 0.6%
Value $2.568M Shares 25,887 Share Price $99.20 Est. Cost/Share $97.92 Unrealized @ Report Date +1.3%
VOO VANGUARD INDEX FDS 0.5%
Value $2.351M Shares 4,139 Share Price $568.03 Est. Cost/Share $418.41 Unrealized @ Report Date +35.8%
ITOT ISHARES TR 0.5%
Value $2.263M Shares 16,759 Share Price $135.04 Est. Cost/Share $92.76 Unrealized @ Report Date +45.6%
VRP INVESCO EXCH TRADED FD TR II 0.5%
Value $2.2M Shares 89,983 Share Price $24.45 Est. Cost/Share $24.32 Unrealized @ Report Date +0.5%
SPY SPDR S&P 500 ETF TR 0.5%
Value $2.109M Shares 3,414 Share Price $617.83 Est. Cost/Share $419.93 Unrealized @ Report Date +47.1%
VGIT VANGUARD SCOTTSDALE FDS 0.4%
Value $1.765M Shares 29,513 Share Price $59.81 Est. Cost/Share $59.59 Unrealized @ Report Date +0.4%
EMR EMERSON ELEC CO 0.4%
Value $1.752M Shares 13,141 Share Price $133.33 Est. Cost/Share $80.08 Unrealized @ Report Date +65.1%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value $1.703M Shares 73,285 Share Price $23.24 Est. Cost/Share $23.13 Unrealized @ Report Date +0.5%
DHS WISDOMTREE TR 0.4%
Value $1.656M Shares 17,257 Share Price $95.98 Est. Cost/Share $80.03 Unrealized @ Report Date +19.9%
IEFA ISHARES TR 0.4%
Value $1.603M Shares 19,208 Share Price $83.48 Est. Cost/Share $68.05 Unrealized @ Report Date +22.7%
SCHX SCHWAB STRATEGIC TR 0.4%
Value $1.532M Shares 62,684 Share Price $24.44 Est. Cost/Share $21.09 Unrealized @ Report Date +15.9%
VUG VANGUARD INDEX FDS 0.4%
Value $1.527M Shares 3,483 Share Price $438.40 * Est. Cost/Share $43.36 Unrealized @ Report Date +68.5%
IBDV ISHARES TR 0.4%
Value $1.509M Shares 68,663 Share Price $21.98 Est. Cost/Share $21.30 Unrealized @ Report Date +3.2%
DFAS DIMENSIONAL ETF TRUST 0.4%
Value $1.509M Shares 23,688 Share Price $63.71 Est. Cost/Share $53.04 Unrealized @ Report Date +20.1%
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value $1.507M Shares 11,213 Share Price $134.39 Est. Cost/Share $111.30 Unrealized @ Report Date +20.7%
PGX INVESCO EXCH TRADED FD TR II 0.3%
Value $1.373M Shares 123,383 Share Price $11.13 Est. Cost/Share $11.30 Unrealized @ Report Date -1.5%
DFIV DIMENSIONAL ETF TRUST 0.3%
Value $1.37M Shares 31,996 Share Price $42.83 Est. Cost/Share $32.95 Unrealized @ Report Date +30.0%
USMV ISHARES TR 0.3%
Value $1.294M Shares 13,783 Share Price $93.87 Est. Cost/Share $73.08 Unrealized @ Report Date +28.4%
NVDA NVIDIA CORPORATION 0.3%
Value $1.255M Shares 7,946 Share Price $157.99 Est. Cost/Share $98.54 Unrealized @ Report Date +60.3%
ISHARES TR 0.3%
Value $1.192M Shares 47,352 Share Price $25.18 Est. Cost/Share $24.59 Unrealized @ Report Date
LLY ELI LILLY & CO 0.3%
Value $1.19M Shares 1,527 Share Price $779.53 Est. Cost/Share $411.47 Unrealized @ Report Date +88.8%
MMM 3M CO 0.3%
Value $1.176M Shares 7,723 Share Price $152.24 Est. Cost/Share $78.41 Unrealized @ Report Date +92.4%
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value $1.14M Shares 22,488 Share Price $50.68 Est. Cost/Share $50.27 Unrealized @ Report Date +0.8%
SPYM SPDR SERIES TRUST 0.3%
Value $1.139M Shares 15,668 Share Price $72.69 Est. Cost/Share $49.64 Unrealized @ Report Date +46.4%
IBDW ISHARES TR 0.2%
Value $1.046M Shares 49,719 Share Price $21.04 Est. Cost/Share $20.51 Unrealized @ Report Date +2.6%
MDT MEDTRONIC PLC 0.2%
Value $999K Shares 11,456 Share Price $87.17 Est. Cost/Share $79.02 Unrealized @ Report Date +9.5%
SKOR FLEXSHARES TR 0.2%
Value $980K Shares 20,087 Share Price $48.78 Est. Cost/Share $47.18 Unrealized @ Report Date +3.4%
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value $967K Shares 17,784 Share Price $54.40 Est. Cost/Share $53.51 Unrealized @ Report Date +1.7%
DFCF DIMENSIONAL ETF TRUST 0.2%
Value $958K Shares 22,676 Share Price $42.26 Est. Cost/Share $41.08 Unrealized @ Report Date +2.9%
IBDR ISHARES TR 0.2%
Value $928K Shares 38,263 Share Price $24.25 Est. Cost/Share $23.64 Unrealized @ Report Date +2.6%
JPM JPMORGAN CHASE & CO. 0.2%
Value $917K Shares 3,164 Share Price $289.91 Est. Cost/Share $133.43 Unrealized @ Report Date +115.2%
ESGV VANGUARD WORLD FD 0.2%
Value $894K Shares 8,157 Share Price $109.64 Est. Cost/Share $73.63 Unrealized @ Report Date +48.9%
AXP AMERICAN EXPRESS CO 0.2%
Value $844K Shares 2,646 Share Price $318.93 Est. Cost/Share $160.00 Unrealized @ Report Date +97.9%
IEMG ISHARES INC 0.2%
Value $818K Shares 13,624 Share Price $60.03 Est. Cost/Share $48.88 Unrealized @ Report Date +22.8%
QUAL ISHARES TR 0.2%
Value $740K Shares 4,045 Share Price $182.82 Est. Cost/Share $139.77 Unrealized @ Report Date +30.8%
MUB ISHARES TR 0.2%
Value $659K Shares 6,308 Share Price $104.48 Est. Cost/Share $106.79 Unrealized @ Report Date -2.2%
IXUS ISHARES TR 0.2%
Value $651K Shares 8,418 Share Price $77.31 Est. Cost/Share $62.73 Unrealized @ Report Date +23.2%
STPZ PIMCO ETF TR 0.1%
Value $628K Shares 11,678 Share Price $53.81 Est. Cost/Share $50.76 Unrealized @ Report Date +6.0%
EFV ISHARES TR 0.1%
Value $618K Shares 9,731 Share Price $63.48 Est. Cost/Share $49.23 Unrealized @ Report Date +29.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $588K Shares 3,688 Share Price $159.34 Est. Cost/Share $141.57 Unrealized @ Report Date +11.0%
VPU VANGUARD WORLD FD 0.1%
Value $555K Shares 3,143 Share Price $176.51 Est. Cost/Share $146.48 Unrealized @ Report Date +20.5%
GOOG ALPHABET INC 0.1%
Value $528K Shares 2,978 Share Price $177.39 Est. Cost/Share $137.92 Unrealized @ Report Date +28.4%
GDX VANECK ETF TRUST 0.1%
Value $526K Shares 10,111 Share Price $52.06 Est. Cost/Share $32.58 Unrealized @ Report Date +59.8%
USB US BANCORP DEL 0.1%
Value $514K Shares 11,366 Share Price $45.25 * Est. Cost/Share $28.41 Unrealized @ Report Date +56.1%
XLU SELECT SECTOR SPDR TR 0.1%
Value $512K Shares 6,271 Share Price $81.66 * Est. Cost/Share $33.66 Unrealized @ Report Date +21.3%
VV VANGUARD INDEX FDS 0.1%
Value $511K Shares 1,792 Share Price $285.30 Est. Cost/Share $193.01 Unrealized @ Report Date +47.8%
EFAV ISHARES TR 0.1%
Value $511K Shares 6,077 Share Price $84.06 Est. Cost/Share $68.96 Unrealized @ Report Date +21.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $504K Shares 2,462 Share Price $204.67 Est. Cost/Share $160.08 Unrealized @ Report Date +27.9%
ISHARES TR 0.1%
Value $502K Shares 21,477 Share Price $23.36 Est. Cost/Share $23.19 Unrealized @ Report Date
DFAE DIMENSIONAL ETF TRUST 0.1%
Value $495K Shares 17,092 Share Price $28.95 Est. Cost/Share $23.23 Unrealized @ Report Date +24.6%
IWM ISHARES TR 0.1%
Value $491K Shares 2,276 Share Price $215.79 Est. Cost/Share $178.29 Unrealized @ Report Date +21.0%
IGSB ISHARES TR 0.1%
Value $490K Shares 9,297 Share Price $52.76 Est. Cost/Share $50.38 Unrealized @ Report Date +4.7%
SCHE SCHWAB STRATEGIC TR 0.1%
Value $487K Shares 16,146 Share Price $30.14 Est. Cost/Share $24.38 Unrealized @ Report Date +23.6%
EEMV ISHARES INC 0.1%
Value $480K Shares 7,645 Share Price $62.80 Est. Cost/Share $55.29 Unrealized @ Report Date +13.6%
SHY ISHARES TR 0.1%
Value $479K Shares 5,784 Share Price $82.86 Est. Cost/Share $81.77 Unrealized @ Report Date +1.3%
SUB ISHARES TR 0.1%
Value $452K Shares 4,255 Share Price $106.34 Est. Cost/Share $104.11 Unrealized @ Report Date +2.1%
IWP ISHARES TR 0.1%
Value $446K Shares 3,215 Share Price $138.69 Est. Cost/Share $91.13 Unrealized @ Report Date +52.2%
IDV ISHARES TR 0.1%
Value $442K Shares 12,801 Share Price $34.51 Est. Cost/Share $27.39 Unrealized @ Report Date +26.0%
OEF ISHARES TR 0.1%
Value $440K Shares 1,447 Share Price $304.35 Est. Cost/Share $194.33 Unrealized @ Report Date +56.6%
LII LENNOX INTL INC 0.1%
Value $428K Shares 746 Share Price $573.24 Est. Cost/Share $283.02 Unrealized @ Report Date +101.5%
TDTT FLEXSHARES TR 0.1%
Value $423K Shares 17,452 Share Price $24.24 Est. Cost/Share $23.60 Unrealized @ Report Date +2.7%
IJR ISHARES TR 0.1%
Value $419K Shares 3,833 Share Price $109.29 Est. Cost/Share $99.09 Unrealized @ Report Date +10.3%
DISV DIMENSIONAL ETF TRUST 0.1%
Value $418K Shares 12,689 Share Price $32.91 Est. Cost/Share $24.29 Unrealized @ Report Date +35.5%
HRL HORMEL FOODS CORP 0.1%
Value $415K Shares 13,732 Share Price $30.25 * Est. Cost/Share $36.55 Unrealized @ Report Date -19.0%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value $395K Shares 11,414 Share Price $34.57 Est. Cost/Share $28.29 Unrealized @ Report Date +22.2%
GGG GRACO INC 0.1%
Value $394K Shares 4,578 Share Price $85.97 Est. Cost/Share $75.06 Unrealized @ Report Date +13.4%
IWB ISHARES TR 0.1%
Value $374K Shares 1,102 Share Price $339.57 Est. Cost/Share $230.29 Unrealized @ Report Date +47.5%
IWS ISHARES TR 0.1%
Value $369K Shares 2,791 Share Price $132.16 Est. Cost/Share $105.67 Unrealized @ Report Date +25.1%
PFF ISHARES TR 0.1%
Value $365K Shares 11,907 Share Price $30.68 Est. Cost/Share $30.64 Unrealized @ Report Date +0.1%
CMF ISHARES TR 0.1%
Value $352K Shares 6,311 Share Price $55.74 Est. Cost/Share $56.97 Unrealized @ Report Date -2.2%
WMT WALMART INC 0.1%
Value $350K Shares 3,581 Share Price $97.79 Est. Cost/Share $53.71 Unrealized @ Report Date +81.2%
VSGX VANGUARD WORLD FD 0.1%
Value $336K Shares 5,136 Share Price $65.50 Est. Cost/Share $53.01 Unrealized @ Report Date +23.6%
HD HOME DEPOT INC 0.1%
Value $334K Shares 912 Share Price $366.64 Est. Cost/Share $277.50 Unrealized @ Report Date +30.5%
NUBD NUSHARES ETF TR 0.1%
Value $330K Shares 14,825 Share Price $22.26 Est. Cost/Share $22.14 Unrealized @ Report Date +0.5%
DES WISDOMTREE TR 0.1%
Value $330K Shares 10,379 Share Price $31.76 Est. Cost/Share $27.88 Unrealized @ Report Date +13.9%
AMZN AMAZON COM INC 0.1%
Value $326K Shares 1,487 Share Price $219.33 Est. Cost/Share $131.74 Unrealized @ Report Date +66.5%
PEP PEPSICO INC 0.1%
Value $323K Shares 2,444 Share Price $132.04 Est. Cost/Share $170.47 Unrealized @ Report Date -24.0%
JNJ JOHNSON & JOHNSON 0.1%
Value $314K Shares 2,059 Share Price $152.74 Est. Cost/Share $149.10 Unrealized @ Report Date +1.1%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $314K Shares 4,690 Share Price $67.02 Est. Cost/Share $45.49 Unrealized @ Report Date +47.3%
SDY SPDR SERIES TRUST 0.1%
Value $314K Shares 2,310 Share Price $135.73 Est. Cost/Share $121.88 Unrealized @ Report Date +11.4%
MCD MCDONALDS CORP 0.1%
Value $313K Shares 1,071 Share Price $292.09 Est. Cost/Share $273.68 Unrealized @ Report Date +5.5%
BSCW INVESCO EXCH TRD SLF IDX FD 0.1%
Value $312K Shares 15,132 Share Price $20.60 Est. Cost/Share $20.28 Unrealized @ Report Date +1.6%
IBDX ISHARES TR 0.1%
Value $310K Shares 12,273 Share Price $25.29 Est. Cost/Share $24.87 Unrealized @ Report Date +1.7%
AVDV AMERICAN CENTY ETF TR 0.1%
Value $306K Shares 3,857 Share Price $79.28 Est. Cost/Share $61.57 Unrealized @ Report Date +28.8%
EDIV SPDR INDEX SHS FDS 0.1%
Value $305K Shares 8,014 Share Price $38.12 Est. Cost/Share $27.51 Unrealized @ Report Date +38.6%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value $301K Shares 6,526 Share Price $46.15 Est. Cost/Share $40.93 Unrealized @ Report Date +12.7%
TOTL SSGA ACTIVE ETF TR 0.1%
Value $295K Shares 7,363 Share Price $40.11 Est. Cost/Share $40.71 Unrealized @ Report Date -1.5%
WPC WP CAREY INC 0.1%
Value $294K Shares 4,707 Share Price $62.38 Est. Cost/Share $67.56 Unrealized @ Report Date
SCHD SCHWAB STRATEGIC TR 0.1%
Value $289K Shares 10,923 Share Price $26.50 Est. Cost/Share $27.03 Unrealized @ Report Date -2.0%
WFC WELLS FARGO CO NEW 0.1%
Value $287K Shares 3,579 Share Price $80.12 Est. Cost/Share $39.25 Unrealized @ Report Date +101.9%
GOOGL ALPHABET INC 0.1%
Value $286K Shares 1,622 Share Price $176.22 Est. Cost/Share $119.51 Unrealized @ Report Date +47.2%
SUSB ISHARES TR 0.1%
Value $284K Shares 11,288 Share Price $25.17 Est. Cost/Share $24.07 Unrealized @ Report Date +4.6%
VFMF VANGUARD WELLINGTON FD 0.1%
Value $280K Shares 2,083 Share Price $134.50 Est. Cost/Share $100.50 Unrealized @ Report Date +33.8%
MTUM ISHARES TR 0.1%
Value $279K Shares 1,162 Share Price $240.32 Est. Cost/Share $146.58 Unrealized @ Report Date +63.9%
DLN WISDOMTREE TR 0.1%
Value $279K Shares 3,394 Share Price $82.14 Est. Cost/Share $62.04 Unrealized @ Report Date +32.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value $263K Shares 3,254 Share Price $80.97 Est. Cost/Share $75.96 Unrealized @ Report Date +6.6%
DNP SELECT INCOME FD INC 0.1%
Value $262K Shares 26,755 Share Price $9.79 Est. Cost/Share $10.48 Unrealized @ Report Date
AMP AMERIPRISE FINL INC 0.1%
Value $261K Shares 489 Share Price $533.73 Est. Cost/Share $303.97 Unrealized @ Report Date +74.4%
QQQ INVESCO QQQ TR 0.1%
Value $258K Shares 468 Share Price $551.55 Est. Cost/Share $338.55 Unrealized @ Report Date +62.9%
FLOT ISHARES TR 0.1%
Value $257K Shares 5,039 Share Price $51.02 Est. Cost/Share $50.54 Unrealized @ Report Date +1.0%
GIS GENERAL MLS INC 0.1%
Value $257K Shares 4,953 Share Price $51.81 * Est. Cost/Share $77.49 Unrealized @ Report Date -34.8%
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value $254K Shares 15,366 Share Price $16.53 Est. Cost/Share $16.12 Unrealized @ Report Date +2.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $247K Shares 791 Share Price $311.80 Est. Cost/Share $476.51 Unrealized @ Report Date -35.4%
NOBL PROSHARES TR 0.1%
Value $243K Shares 2,411 Share Price $100.70 Est. Cost/Share $95.01 Unrealized @ Report Date +6.0%
DLS WISDOMTREE TR 0.1%
Value $240K Shares 3,189 Share Price $75.11 Est. Cost/Share $61.01 Unrealized @ Report Date +23.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $232K Shares 787 Share Price $294.78 Est. Cost/Share $123.62 Unrealized @ Report Date +135.6%
KMI KINDER MORGAN INC DEL 0.1%
Value $225K Shares 7,637 Share Price $29.40 * Est. Cost/Share $14.79 Unrealized @ Report Date +94.6%
RTX RTX CORPORATION 0.1%
Value $223K Shares 1,529 Share Price $146.01 Est. Cost/Share $92.28 Unrealized @ Report Date +56.9%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value $212K Shares 17,289 Share Price $12.24 Est. Cost/Share $7.79 Unrealized @ Report Date
FNDA SCHWAB STRATEGIC TR 0.0%
Value $210K Shares 7,342 Share Price $28.65 Est. Cost/Share $27.27 Unrealized @ Report Date +5.0%
DGRW WISDOMTREE TR 0.0%
Value $209K Shares 2,498 Share Price $83.74 Est. Cost/Share $69.23 Unrealized @ Report Date +21.0%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $207K Shares 4,890 Share Price $42.27 Est. Cost/Share $32.71 Unrealized @ Report Date +29.2%
SANDSTORM GOLD LTD 0.0%
Value $202K Shares 21,500 Share Price $9.40 Est. Cost/Share $5.12 Unrealized @ Report Date
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $202K Shares 4,081 Share Price $49.51 Est. Cost/Share $48.74 Unrealized @ Report Date +1.6%
DFIS DIMENSIONAL ETF TRUST 0.0%
Value $201K Shares 6,740 Share Price $29.84 Est. Cost/Share $22.99 Unrealized @ Report Date +29.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $198K Shares 450 Share Price $440.71 Est. Cost/Share $406.52 Unrealized @ Report Date +8.4%
PSX PHILLIPS 66 0.0%
Value $194K Shares 1,629 Share Price $119.30 Est. Cost/Share $90.53 Unrealized @ Report Date +29.4%
IQLT ISHARES TR 0.0%
Value $191K Shares 4,424 Share Price $43.22 Est. Cost/Share $36.92 Unrealized @ Report Date +17.1%
NFLX NETFLIX INC 0.0%
Value $187K Shares 140 Share Price $1339.14 * Est. Cost/Share $40.01 Unrealized @ Report Date +234.7%
SMB VANECK ETF TRUST 0.0%
Value $183K Shares 10,628 Share Price $17.26 Est. Cost/Share $16.86 Unrealized @ Report Date +2.4%
ZTS ZOETIS INC 0.0%
Value $179K Shares 1,148 Share Price $155.95 Est. Cost/Share $167.80 Unrealized @ Report Date -7.7%
IBHF ISHARES TR 0.0%
Value $177K Shares 7,621 Share Price $23.23 Est. Cost/Share $22.96 Unrealized @ Report Date +1.2%
XEL XCEL ENERGY INC 0.0%
Value $174K Shares 2,551 Share Price $68.09 Est. Cost/Share $60.77 Unrealized @ Report Date +10.3%
CAT CATERPILLAR INC 0.0%
Value $173K Shares 445 Share Price $388.21 Est. Cost/Share $217.97 Unrealized @ Report Date +76.9%
XOM EXXON MOBIL CORP 0.0%
Value $171K Shares 1,588 Share Price $107.83 Est. Cost/Share $101.29 Unrealized @ Report Date +4.5%
T AT&T INC 0.0%
Value $171K Shares 5,905 Share Price $28.94 * Est. Cost/Share $14.79 Unrealized @ Report Date +91.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $167K Shares 674 Share Price $247.25 Est. Cost/Share $220.06 Unrealized @ Report Date +10.9%
IWN ISHARES TR 0.0%
Value $165K Shares 1,043 Share Price $157.76 Est. Cost/Share $135.21 Unrealized @ Report Date +16.7%
EFA ISHARES TR 0.0%
Value $163K Shares 1,820 Share Price $89.39 Est. Cost/Share $72.62 Unrealized @ Report Date +23.1%
IBTG ISHARES TR 0.0%
Value $162K Shares 7,062 Share Price $22.93 Est. Cost/Share $22.73 Unrealized @ Report Date +0.9%
AAXJ ISHARES TR 0.0%
Value $160K Shares 1,933 Share Price $82.62 Est. Cost/Share $66.78 Unrealized @ Report Date +23.7%
V VISA INC 0.0%
Value $158K Shares 446 Share Price $354.65 Est. Cost/Share $232.43 Unrealized @ Report Date +52.2%
MGK VANGUARD WORLD FD 0.0%
Value $157K Shares 429 Share Price $366.17 * Est. Cost/Share $43.09 Unrealized @ Report Date +69.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $154K Shares 9,204 Share Price $16.76 Est. Cost/Share $13.43 Unrealized @ Report Date +22.7%
DIHP DIMENSIONAL ETF TRUST 0.0%
Value $154K Shares 5,221 Share Price $29.49 Est. Cost/Share $26.36 Unrealized @ Report Date +11.9%
IYW ISHARES TR 0.0%
Value $154K Shares 888 Share Price $173.27 Est. Cost/Share $98.22 Unrealized @ Report Date +76.4%
DVY ISHARES TR 0.0%
Value $152K Shares 1,145 Share Price $132.81 Est. Cost/Share $113.91 Unrealized @ Report Date +16.6%
EPP ISHARES INC 0.0%
Value $148K Shares 2,993 Share Price $49.36 Est. Cost/Share $43.30 Unrealized @ Report Date +14.0%
IJH ISHARES TR 0.0%
Value $146K Shares 2,360 Share Price $62.02 Est. Cost/Share $55.23 Unrealized @ Report Date +12.3%
SOLV SOLVENTUM CORP 0.0%
Value $144K Shares 1,901 Share Price $75.84 Est. Cost/Share $60.84 Unrealized @ Report Date +24.6%
VGT VANGUARD WORLD FD 0.0%
Value $143K Shares 215 Share Price $663.28 * Est. Cost/Share $50.22 Unrealized @ Report Date +65.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $142K Shares 459 Share Price $308.40 Est. Cost/Share $205.81 Unrealized @ Report Date +48.1%
IBHH ISHARES TR 0.0%
Value $141K Shares 5,928 Share Price $23.73 Est. Cost/Share $23.38 Unrealized @ Report Date +1.5%
VFH VANGUARD WORLD FD 0.0%
Value $140K Shares 1,103 Share Price $127.30 Est. Cost/Share $78.49 Unrealized @ Report Date +62.2%
COST COSTCO WHSL CORP NEW 0.0%
Value $140K Shares 142 Share Price $986.46 Est. Cost/Share $604.37 Unrealized @ Report Date +63.3%
PFE PFIZER INC 0.0%
Value $136K Shares 5,604 Share Price $24.24 * Est. Cost/Share $33.22 Unrealized @ Report Date -29.5%
TGT TARGET CORP 0.0%
Value $134K Shares 1,354 Share Price $98.64 * Est. Cost/Share $134.98 Unrealized @ Report Date -28.6%
IBTJ ISHARES TR 0.0%
Value $132K Shares 6,017 Share Price $21.92 Est. Cost/Share $21.44 Unrealized @ Report Date +2.2%
IBDY ISHARES TR 0.0%
Value $131K Shares 5,047 Share Price $25.91 Est. Cost/Share $25.42 Unrealized @ Report Date +1.9%
META META PLATFORMS INC 0.0%
Value $130K Shares 177 Share Price $736.01 Est. Cost/Share $362.01 Unrealized @ Report Date +103.6%
EEM ISHARES TR 0.0%
Value $130K Shares 2,689 Share Price $48.24 Est. Cost/Share $39.33 Unrealized @ Report Date +22.7%
IBTH ISHARES TR 0.0%
Value $127K Shares 5,638 Share Price $22.49 Est. Cost/Share $22.08 Unrealized @ Report Date +1.9%
VO VANGUARD INDEX FDS 0.0%
Value $123K Shares 440 Share Price $279.83 * Est. Cost/Share $54.28 Unrealized @ Report Date +28.9%
AMGN AMGEN INC 0.0%
Value $122K Shares 437 Share Price $279.21 Est. Cost/Share $215.16 Unrealized @ Report Date +27.8%
DDWM WISDOMTREE TR 0.0%
Value $121K Shares 3,062 Share Price $39.66 Est. Cost/Share $36.67 Unrealized @ Report Date +8.2%
FELV FIDELITY COVINGTON TRUST 0.0%
Value $116K Shares 3,640 Share Price $31.77 Est. Cost/Share $31.24 Unrealized @ Report Date +1.7%
XLV SELECT SECTOR SPDR TR 0.0%
Value $115K Shares 855 Share Price $134.79 Est. Cost/Share $131.82 Unrealized @ Report Date +2.2%
GLD SPDR GOLD TR 0.0%
Value $115K Shares 378 Share Price $304.83 Est. Cost/Share $199.33 Unrealized @ Report Date +52.9%
FPI FARMLAND PARTNERS INC 0.0%
Value $115K Shares 10,000 Share Price $11.51 Est. Cost/Share $12.21 Unrealized @ Report Date
SPTM SPDR SERIES TRUST 0.0%
Value $115K Shares 1,529 Share Price $74.89 Est. Cost/Share $51.59 Unrealized @ Report Date +45.2%
O REALTY INCOME CORP 0.0%
Value $114K Shares 1,978 Share Price $57.61 * Est. Cost/Share $52.57 Unrealized @ Report Date +6.1%
XLI SELECT SECTOR SPDR TR 0.0%
Value $113K Shares 764 Share Price $147.52 Est. Cost/Share $100.68 Unrealized @ Report Date +46.5%
KO COCA COLA CO 0.0%
Value $111K Shares 1,564 Share Price $70.75 Est. Cost/Share $57.57 Unrealized @ Report Date +21.1%
HYG ISHARES TR 0.0%
Value $110K Shares 1,365 Share Price $80.65 Est. Cost/Share $74.63 Unrealized @ Report Date +8.1%
IWF ISHARES TR 0.0%
Value $108K Shares 255 Share Price $424.97 * Est. Cost/Share $65.05 Unrealized @ Report Date +63.2%
DFAR DIMENSIONAL ETF TRUST 0.0%
Value $107K Shares 4,552 Share Price $23.46 Est. Cost/Share $20.49 Unrealized @ Report Date +14.5%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value $106K Shares 823 Share Price $128.52 Est. Cost/Share $93.75 Unrealized @ Report Date +37.1%
MO ALTRIA GROUP INC 0.0%
Value $105K Shares 1,794 Share Price $58.63 * Est. Cost/Share $36.57 Unrealized @ Report Date +54.9%
CSCO CISCO SYS INC 0.0%
Value $103K Shares 1,480 Share Price $69.38 Est. Cost/Share $46.39 Unrealized @ Report Date +47.0%
IWY ISHARES TR 0.0%
Value $102K Shares 415 Share Price $246.51 Est. Cost/Share $145.85 Unrealized @ Report Date +69.0%
IBTI ISHARES TR 0.0%
Value $102K Shares 4,563 Share Price $22.36 Est. Cost/Share $21.97 Unrealized @ Report Date +1.8%
DIS DISNEY WALT CO 0.0%
Value $101K Shares 815 Share Price $123.98 Est. Cost/Share $93.16 Unrealized @ Report Date +32.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $100K Shares 1,011 Share Price $99.02 Est. Cost/Share $80.64 Unrealized @ Report Date +21.6%
EXE EXPAND ENERGY CORPORATION 0.0%
Value $99,166 Shares 848 Share Price $116.94 Est. Cost/Share $89.24 Unrealized @ Report Date +28.4%
IBTK ISHARES TR 0.0%
Value $98,472 Shares 4,963 Share Price $19.84 Est. Cost/Share $19.39 Unrealized @ Report Date +2.3%
FXI ISHARES TR 0.0%
Value $97,231 Shares 2,645 Share Price $36.76 Est. Cost/Share $28.05 Unrealized @ Report Date +31.0%
SRE SEMPRA 0.0%
Value $95,319 Shares 1,258 Share Price $75.77 Est. Cost/Share $67.69 Unrealized @ Report Date +10.3%
BDX BECTON DICKINSON & CO 0.0%
Value $93,015 Shares 540 Share Price $172.25 Est. Cost/Share $241.97 Unrealized @ Report Date -29.6%
IWD ISHARES TR 0.0%
Value $91,677 Shares 472 Share Price $194.23 Est. Cost/Share $156.26 Unrealized @ Report Date +24.3%
UNP UNION PAC CORP 0.0%
Value $91,457 Shares 398 Share Price $229.79 Est. Cost/Share $190.51 Unrealized @ Report Date +19.3%
ISTB ISHARES TR 0.0%
Value $90,927 Shares 1,869 Share Price $48.65 Est. Cost/Share $46.99 Unrealized @ Report Date +3.5%
IBDZ ISHARES TR 0.0%
Value $90,358 Shares 3,458 Share Price $26.13 Est. Cost/Share $25.81 Unrealized @ Report Date +1.2%
ORCL ORACLE CORP 0.0%
Value $90,295 Shares 413 Share Price $218.63 Est. Cost/Share $103.01 Unrealized @ Report Date +111.4%
NULG NUSHARES ETF TR 0.0%
Value $89,347 Shares 951 Share Price $93.95 Est. Cost/Share $57.15 Unrealized @ Report Date +64.4%
CVX CHEVRON CORP NEW 0.0%
Value $87,633 Shares 612 Share Price $143.19 * Est. Cost/Share $143.40 Unrealized @ Report Date -2.3%
XJR ISHARES TR 0.0%
Value $84,044 Shares 2,125 Share Price $39.55 Est. Cost/Share $37.93 Unrealized @ Report Date +4.3%
QDEF FLEXSHARES TR 0.0%
Value $82,641 Shares 1,116 Share Price $74.05 Est. Cost/Share $55.90 Unrealized @ Report Date
NKE NIKE INC 0.0%
Value $81,448 Shares 1,147 Share Price $71.01 Est. Cost/Share $111.33 Unrealized @ Report Date -36.9%
IBTL ISHARES TR 0.0%
Value $80,327 Shares 3,918 Share Price $20.50 Est. Cost/Share $19.96 Unrealized @ Report Date +2.7%
AGZD WISDOMTREE TR 0.0%
Value $76,872 Shares 3,458 Share Price $22.23 Est. Cost/Share $21.86 Unrealized @ Report Date +1.7%
MRK MERCK & CO INC 0.0%
Value $74,173 Shares 937 Share Price $79.16 Est. Cost/Share $104.16 Unrealized @ Report Date -25.4%
NVDL GRANITESHARES ETF TR 0.0%
Value $73,737 Shares 1,047 Share Price $70.43 Est. Cost/Share $55.08 Unrealized @ Report Date +27.8%
SAP SAP SE 0.0%
Value $73,289 Shares 241 Share Price $304.10 Est. Cost/Share $136.20 Unrealized @ Report Date +123.3%
WOOD ISHARES TR 0.0%
Value $72,480 Shares 988 Share Price $73.36 Est. Cost/Share $71.55 Unrealized @ Report Date +2.5%
AVIV AMERICAN CENTY ETF TR 0.0%
Value $70,326 Shares 1,130 Share Price $62.24 Est. Cost/Share $50.40 Unrealized @ Report Date +23.5%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value $70,050 Shares 1,002 Share Price $69.91 Est. Cost/Share $53.46 Unrealized @ Report Date +30.8%
HYS PIMCO ETF TR 0.0%
Value $69,643 Shares 733 Share Price $95.01 Est. Cost/Share $90.38 Unrealized @ Report Date +5.1%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value $67,990 Shares 1,000 Share Price $67.99 Est. Cost/Share $42.10 Unrealized @ Report Date +61.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $65,579 Shares 896 Share Price $73.19 Est. Cost/Share $42.52 Unrealized @ Report Date +71.0%
DALI FIRST TR EXCHANGE TRADED FD 0.0%
Value $64,320 Shares 2,429 Share Price $26.48 Est. Cost/Share $25.76 Unrealized @ Report Date +2.8%
HON HONEYWELL INTL INC 0.0%
Value $62,529 Shares 269 Share Price $232.45 * Est. Cost/Share $172.97 Unrealized @ Report Date +25.5%
ISHARES TR 0.0%
Value $61,440 Shares 2,642 Share Price $23.26 Est. Cost/Share $23.21 Unrealized @ Report Date
KR KROGER CO 0.0%
Value $59,034 Shares 823 Share Price $71.73 Est. Cost/Share $45.09 Unrealized @ Report Date +57.5%
OKE ONEOK INC NEW 0.0%
Value $58,937 Shares 722 Share Price $81.63 Est. Cost/Share $59.63 Unrealized @ Report Date +35.3%
SLV ISHARES SILVER TR 0.0%
Value $58,698 Shares 1,789 Share Price $32.81 Est. Cost/Share $22.23 Unrealized @ Report Date +47.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value $57,462 Shares 487 Share Price $117.99 Est. Cost/Share $85.15 Unrealized @ Report Date +36.2%
PH PARKER-HANNIFIN CORP 0.0%
Value $55,878 Shares 80 Share Price $698.48 Est. Cost/Share $465.87 Unrealized @ Report Date +49.2%
ASML ASML HOLDING N V 0.0%
Value $55,296 Shares 69 Share Price $801.39 Est. Cost/Share $679.87 Unrealized @ Report Date +17.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value $54,326 Shares 137 Share Price $396.54 * Est. Cost/Share $60.36 Unrealized @ Report Date +9.5%
WEC WEC ENERGY GROUP INC 0.0%
Value $54,289 Shares 521 Share Price $104.20 Est. Cost/Share $83.70 Unrealized @ Report Date +22.5%
IBHI ISHARES TR 0.0%
Value $52,782 Shares 2,228 Share Price $23.69 Est. Cost/Share $23.58 Unrealized @ Report Date +0.5%
TLTE FLEXSHARES TR 0.0%
Value $51,772 Shares 883 Share Price $58.63 Est. Cost/Share $48.63 Unrealized @ Report Date +20.6%
PFFD GLOBAL X FDS 0.0%
Value $50,898 Shares 2,703 Share Price $18.83 Est. Cost/Share $19.43 Unrealized @ Report Date -3.1%
VXF VANGUARD INDEX FDS 0.0%
Value $48,371 Shares 251 Share Price $192.71 Est. Cost/Share $140.25 Unrealized @ Report Date +37.4%
AMAT APPLIED MATLS INC 0.0%
Value $48,150 Shares 263 Share Price $183.08 Est. Cost/Share $130.23 Unrealized @ Report Date +39.9%
SCHA SCHWAB STRATEGIC TR 0.0%
Value $47,716 Shares 1,886 Share Price $25.30 Est. Cost/Share $23.72 Unrealized @ Report Date +6.6%
ALLETE INC 0.0%
Value $47,669 Shares 744 Share Price $64.07 Est. Cost/Share $65.70 Unrealized @ Report Date
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $46,892 Shares 1,013 Share Price $46.29 * Est. Cost/Share $58.94 Unrealized @ Report Date -24.4%
SPDW SPDR INDEX SHS FDS 0.0%
Value $46,362 Shares 1,145 Share Price $40.49 Est. Cost/Share $32.72 Unrealized @ Report Date +23.7%
DEM WISDOMTREE TR 0.0%
Value $46,131 Shares 1,019 Share Price $45.27 Est. Cost/Share $38.44 Unrealized @ Report Date +17.8%
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%
CMCSA COMCAST CORP NEW 0.0%
Value $43,792 Shares 1,227 Share Price $35.69 Est. Cost/Share $36.83 Unrealized @ Report Date -5.0%
WM WASTE MGMT INC DEL 0.0%
Value $43,239 Shares 189 Share Price $228.78 Est. Cost/Share $162.33 Unrealized @ Report Date +39.9%
DOL WISDOMTREE TR 0.0%
Value $42,531 Shares 714 Share Price $59.57 Est. Cost/Share $47.50 Unrealized @ Report Date +25.4%
XC WISDOMTREE TR 0.0%
Value $41,645 Shares 1,210 Share Price $34.42 Est. Cost/Share $29.60 Unrealized @ Report Date +16.3%
IVE ISHARES TR 0.0%
Value $41,430 Shares 212 Share Price $195.42 Est. Cost/Share $153.85 Unrealized @ Report Date +27.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $41,222 Shares 182 Share Price $226.49 Est. Cost/Share $139.76 Unrealized @ Report Date +62.1%
NULC NUSHARES ETF TR 0.0%
Value $40,435 Shares 825 Share Price $49.01 Est. Cost/Share $34.42 Unrealized @ Report Date +42.4%
SPEM SPDR INDEX SHS FDS 0.0%
Value $40,304 Shares 943 Share Price $42.74 Est. Cost/Share $34.36 Unrealized @ Report Date +24.4%
ET ENERGY TRANSFER L P 0.0%
Value $40,086 Shares 2,211 Share Price $18.13 Est. Cost/Share $12.70 Unrealized @ Report Date
EMXC ISHARES INC 0.0%
Value $39,905 Shares 632 Share Price $63.14 Est. Cost/Share $51.26 Unrealized @ Report Date +23.2%
TLT ISHARES TR 0.0%
Value $39,272 Shares 445 Share Price $88.25 Est. Cost/Share $90.36 Unrealized @ Report Date -2.3%
DRIV GLOBAL X FDS 0.0%
Value $39,261 Shares 1,685 Share Price $23.30 Est. Cost/Share $23.68 Unrealized @ Report Date -1.6%
CI THE CIGNA GROUP 0.0%
Value $38,017 Shares 115 Share Price $330.58 Est. Cost/Share $259.03 Unrealized @ Report Date +26.3%
IDU ISHARES TR 0.0%
Value $37,227 Shares 356 Share Price $104.57 Est. Cost/Share $83.25 Unrealized @ Report Date +25.6%
IEF ISHARES TR 0.0%
Value $35,520 Shares 371 Share Price $95.74 Est. Cost/Share $94.55 Unrealized @ Report Date +1.3%
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value $35,459 Shares 340 Share Price $104.29 Est. Cost/Share $79.64 Unrealized @ Report Date +31.0%
TEM TEMPUS AI INC 0.0%
Value $35,456 Shares 558 Share Price $63.54 * Est. Cost/Share $53.98 Unrealized @ Report Date +6.2%
QCOM QUALCOMM INC 0.0%
Value $35,029 Shares 220 Share Price $159.22 Est. Cost/Share $123.73 Unrealized @ Report Date +27.3%
OTTR OTTER TAIL CORP 0.0%
Value $34,999 Shares 454 Share Price $77.09 Est. Cost/Share $70.21 Unrealized @ Report Date +7.7%
EWX SPDR INDEX SHS FDS 0.0%
Value $34,799 Shares 561 Share Price $62.03 Est. Cost/Share $51.56 Unrealized @ Report Date +20.3%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value $33,781 Shares 1,089 Share Price $31.02 Est. Cost/Share $24.55 Unrealized @ Report Date +26.4%
MDLZ MONDELEZ INTL INC 0.0%
Value $33,475 Shares 496 Share Price $67.49 Est. Cost/Share $68.54 Unrealized @ Report Date -3.3%
ABT ABBOTT LABS 0.0%
Value $32,099 Shares 236 Share Price $136.01 Est. Cost/Share $101.84 Unrealized @ Report Date +32.4%
SPYD SPDR SERIES TRUST 0.0%
Value $32,000 Shares 754 Share Price $42.44 Est. Cost/Share $42.03 Unrealized @ Report Date +1.0%
ITM VANECK ETF TRUST 0.0%
Value $31,784 Shares 699 Share Price $45.47 Est. Cost/Share $46.07 Unrealized @ Report Date
SNPS SYNOPSYS INC 0.0%
Value $31,530 Shares 62 Share Price $508.55 Est. Cost/Share $435.88 Unrealized @ Report Date +17.6%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value $31,392 Shares 960 Share Price $32.70 Est. Cost/Share $34.55 Unrealized @ Report Date -5.4%
LRMR LARIMAR THERAPEUTICS INC 0.0%
Value $30,687 Shares 10,618 Share Price $2.89 Est. Cost/Share $2.31 Unrealized @ Report Date +24.9%
ABBV ABBVIE INC 0.0%
Value $29,885 Shares 161 Share Price $185.62 Est. Cost/Share $139.93 Unrealized @ Report Date +30.6%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $29,698 Shares 1,156 Share Price $25.69 Est. Cost/Share $27.83 Unrealized @ Report Date -9.3%
IBTM ISHARES TR 0.0%
Value $29,663 Shares 1,288 Share Price $23.03 Est. Cost/Share $22.72 Unrealized @ Report Date +1.4%
IBTO ISHARES TR 0.0%
Value $29,560 Shares 1,206 Share Price $24.51 Est. Cost/Share $24.29 Unrealized @ Report Date +0.9%
APPS DIGITAL TURBINE INC 0.0%
Value $29,500 Shares 5,000 Share Price $5.90 Est. Cost/Share $3.70 Unrealized @ Report Date +59.2%
EQT EQT CORP 0.0%
Value $29,160 Shares 500 Share Price $58.32 Est. Cost/Share $34.01 Unrealized @ Report Date +70.4%
QHY WISDOMTREE TR 0.0%
Value $28,767 Shares 624 Share Price $46.10 Est. Cost/Share $44.09 Unrealized @ Report Date +4.6%
EWJ ISHARES INC 0.0%
Value $28,564 Shares 381 Share Price $74.97 Est. Cost/Share $64.94 Unrealized @ Report Date +15.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $28,310 Shares 40 Share Price $707.75 Est. Cost/Share $413.96 Unrealized @ Report Date +69.2%
DFSI DIMENSIONAL ETF TRUST 0.0%
Value $28,100 Shares 713 Share Price $39.41 Est. Cost/Share $30.45 Unrealized @ Report Date +29.4%
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value $28,083 Shares 345 Share Price $81.40 Est. Cost/Share $57.93 Unrealized @ Report Date +40.5%
XT ISHARES TR 0.0%
Value $27,340 Shares 419 Share Price $65.25 Est. Cost/Share $52.71 Unrealized @ Report Date +23.8%
MCHI ISHARES TR 0.0%
Value $26,999 Shares 490 Share Price $55.10 Est. Cost/Share $47.91 Unrealized @ Report Date +15.0%
CLX CLOROX CO DEL 0.0%
Value $26,776 Shares 223 Share Price $120.07 * Est. Cost/Share $147.59 Unrealized @ Report Date -20.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $26,675 Shares 122 Share Price $218.65 Est. Cost/Share $175.81 Unrealized @ Report Date +23.3%
BA BOEING CO 0.0%
Value $26,611 Shares 127 Share Price $209.54 Est. Cost/Share $207.72 Unrealized @ Report Date +0.9%
CRM SALESFORCE INC 0.0%
Value $25,906 Shares 95 Share Price $272.69 Est. Cost/Share $214.43 Unrealized @ Report Date +26.7%
IBCA ISHARES TR 0.0%
Value $25,632 Shares 1,000 Share Price $25.63 Est. Cost/Share $25.07 Unrealized @ Report Date +2.2%
HYZD WISDOMTREE TR 0.0%
Value $25,074 Shares 1,120 Share Price $22.39 Est. Cost/Share $21.02 Unrealized @ Report Date
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value $24,985 Shares 9,500 Share Price $2.63 Est. Cost/Share $3.61 Unrealized @ Report Date -27.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $24,926 Shares 44 Share Price $566.50 Est. Cost/Share $455.29 Unrealized @ Report Date +24.4%
HRB BLOCK H & R INC 0.0%
Value $24,646 Shares 449 Share Price $54.89 Est. Cost/Share $32.98 Unrealized @ Report Date +63.4%
F FORD MTR CO 0.0%
Value $24,597 Shares 2,267 Share Price $10.85 * Est. Cost/Share $10.69 Unrealized @ Report Date -1.0%
AVGO BROADCOM INC 0.0%
Value $24,533 Shares 89 Share Price $275.65 Est. Cost/Share $173.82 Unrealized @ Report Date +58.0%
VBK VANGUARD INDEX FDS 0.0%
Value $24,371 Shares 88 Share Price $276.94 Est. Cost/Share $253.85 Unrealized @ Report Date +9.1%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value $24,282 Shares 781 Share Price $31.09 Est. Cost/Share $24.31 Unrealized @ Report Date +27.9%
MCK MCKESSON CORP 0.0%
Value $24,182 Shares 33 Share Price $732.79 Est. Cost/Share $477.07 Unrealized @ Report Date +53.3%
PGR PROGRESSIVE CORP 0.0%
Value $23,484 Shares 88 Share Price $266.86 * Est. Cost/Share $160.50 Unrealized @ Report Date +56.2%
CB CHUBB LIMITED 0.0%
Value $23,468 Shares 81 Share Price $289.73 Est. Cost/Share $238.62 Unrealized @ Report Date +21.4%
AZN ASTRAZENECA PLC 0.0%
Value $23,340 Shares 334 Share Price $69.88 Est. Cost/Share $71.07 Unrealized @ Report Date
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value $23,280 Shares 208 Share Price $111.92 Est. Cost/Share $99.76 Unrealized @ Report Date +12.2%
VST VISTRA CORP 0.0%
Value $23,209 Shares 120 Share Price $193.41 Est. Cost/Share $135.36 Unrealized @ Report Date +42.8%
FDX FEDEX CORP 0.0%
Value $23,186 Shares 102 Share Price $227.31 Est. Cost/Share $216.04 Unrealized @ Report Date +4.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value $23,149 Shares 534 Share Price $43.35 Est. Cost/Share $37.07 Unrealized @ Report Date +16.1%
SPBO SPDR SERIES TRUST 0.0%
Value $23,026 Shares 788 Share Price $29.22 Est. Cost/Share $29.49 Unrealized @ Report Date -0.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $22,879 Shares 213 Share Price $107.41 Est. Cost/Share $52.25 Unrealized @ Report Date +105.6%
AVRE AMERICAN CENTY ETF TR 0.0%
Value $22,831 Shares 517 Share Price $44.16 Est. Cost/Share $41.60 Unrealized @ Report Date +6.1%
COWZ PACER FDS TR 0.0%
Value $22,591 Shares 410 Share Price $55.10 Est. Cost/Share $50.59 Unrealized @ Report Date +8.9%
IWX ISHARES TR 0.0%
Value $22,479 Shares 267 Share Price $84.19 Est. Cost/Share $65.75 Unrealized @ Report Date +28.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $22,389 Shares 270 Share Price $82.92 Est. Cost/Share $78.76 Unrealized @ Report Date +5.3%
VDC VANGUARD WORLD FD 0.0%
Value $22,338 Shares 102 Share Price $219.00 Est. Cost/Share $195.38 Unrealized @ Report Date +12.1%
XLRE SELECT SECTOR SPDR TR 0.0%
Value $22,243 Shares 537 Share Price $41.42 Est. Cost/Share $41.06 Unrealized @ Report Date +0.9%
WTV WISDOMTREE TR 0.0%
Value $21,773 Shares 252 Share Price $86.40 Est. Cost/Share $81.63 Unrealized @ Report Date +5.8%
AEE AMEREN CORP 0.0%
Value $21,706 Shares 226 Share Price $96.04 Est. Cost/Share $78.68 Unrealized @ Report Date +20.3%
SONY SONY GROUP CORP 0.0%
Value $21,475 Shares 825 Share Price $26.03 Est. Cost/Share $17.41 Unrealized @ Report Date +49.5%
IYH ISHARES TR 0.0%
Value $21,180 Shares 375 Share Price $56.48 Est. Cost/Share $59.22 Unrealized @ Report Date -4.6%
HWKN HAWKINS INC 0.0%
Value $21,031 Shares 148 Share Price $142.10 * Est. Cost/Share $45.10 Unrealized @ Report Date +179.0%
BPOP POPULAR INC 0.0%
Value $20,940 Shares 190 Share Price $110.21 Est. Cost/Share $69.90 Unrealized @ Report Date +55.7%
IVT INVENTRUST PPTYS CORP 0.0%
Value $20,660 Shares 754 Share Price $27.40 Est. Cost/Share $23.14 Unrealized @ Report Date
IP INTERNATIONAL PAPER CO 0.0%
Value $20,418 Shares 436 Share Price $46.83 * Est. Cost/Share $29.09 Unrealized @ Report Date +57.5%
GLW CORNING INC 0.0%
Value $20,248 Shares 385 Share Price $52.59 Est. Cost/Share $27.12 Unrealized @ Report Date +92.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $19,861 Shares 459 Share Price $43.27 * Est. Cost/Share $34.86 Unrealized @ Report Date +20.1%
MOAT VANECK ETF TRUST 0.0%
Value $19,603 Shares 209 Share Price $93.79 Est. Cost/Share $75.27 Unrealized @ Report Date +24.6%
SO SOUTHERN CO 0.0%
Value $19,468 Shares 212 Share Price $91.83 Est. Cost/Share $72.51 Unrealized @ Report Date +24.6%
DIV GLOBAL X FDS 0.0%
Value $18,706 Shares 1,064 Share Price $17.58 Est. Cost/Share $16.78 Unrealized @ Report Date +4.7%
AZO AUTOZONE INC 0.0%
Value $18,562 Shares 5 Share Price $3712.40 Est. Cost/Share $2691.76 Unrealized @ Report Date +37.9%
ALRS ALERUS FINL CORP 0.0%
Value $17,962 Shares 830 Share Price $21.64 Est. Cost/Share $14.91 Unrealized @ Report Date +42.4%
ADBE ADOBE INC 0.0%
Value $17,410 Shares 45 Share Price $386.89 Est. Cost/Share $433.38 Unrealized @ Report Date -10.7%
TXN TEXAS INSTRS INC 0.0%
Value $17,337 Shares 84 Share Price $206.39 Est. Cost/Share $165.13 Unrealized @ Report Date +23.7%
PRU PRUDENTIAL FINL INC 0.0%
Value $17,191 Shares 160 Share Price $107.44 * Est. Cost/Share $73.47 Unrealized @ Report Date +42.5%
APH AMPHENOL CORP NEW 0.0%
Value $16,985 Shares 172 Share Price $98.75 Est. Cost/Share $50.10 Unrealized @ Report Date +96.5%
INVESCO CALIF VALUE MUN INCO 0.0%
Value $16,852 Shares 1,625 Share Price $10.37 Est. Cost/Share $9.58 Unrealized @ Report Date
MDYV SPDR SERIES TRUST 0.0%
Value $16,601 Shares 209 Share Price $79.43 Est. Cost/Share $65.35 Unrealized @ Report Date +21.5%
VTRS VIATRIS INC 0.0%
Value $16,487 Shares 1,846 Share Price $8.93 * Est. Cost/Share $8.55 Unrealized @ Report Date +2.1%
RDDT REDDIT INC 0.0%
Value $16,383 Shares 109 Share Price $150.30 * Est. Cost/Share $165.28 Unrealized @ Report Date -31.4%
EMB ISHARES TR 0.0%
Value $16,093 Shares 174 Share Price $92.49 Est. Cost/Share $85.68 Unrealized @ Report Date +8.1%
EME EMCOR GROUP INC 0.0%
Value $16,047 Shares 30 Share Price $534.90 Est. Cost/Share $431.82 Unrealized @ Report Date +23.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value $15,987 Shares 124 Share Price $128.93 * Est. Cost/Share $125.76 Unrealized @ Report Date +0.3%
NBIS NEBIUS GROUP N.V. 0.0%
Value $15,754 Shares 285 Share Price $55.28 Est. Cost/Share $32.90 Unrealized @ Report Date +68.2%
GSK GSK PLC 0.0%
Value $15,744 Shares 410 Share Price $38.40 Est. Cost/Share $36.05 Unrealized @ Report Date +6.5%
PM PHILIP MORRIS INTL INC 0.0%
Value $15,482 Shares 85 Share Price $182.14 Est. Cost/Share $89.91 Unrealized @ Report Date +98.9%
KRE SPDR SERIES TRUST 0.0%
Value $15,442 Shares 260 Share Price $59.39 Est. Cost/Share $41.03 Unrealized @ Report Date +44.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $15,323 Shares 47 Share Price $326.02 Est. Cost/Share $266.65 Unrealized @ Report Date +20.8%
LIN LINDE PLC 0.0%
Value $15,249 Shares 33 Share Price $462.09 Est. Cost/Share $411.22 Unrealized @ Report Date +13.3%
UNM UNUM GROUP 0.0%
Value $14,457 Shares 179 Share Price $80.77 Est. Cost/Share $43.63 Unrealized @ Report Date +85.1%
HEI HEICO CORP NEW 0.0%
Value $14,432 Shares 44 Share Price $328.00 Est. Cost/Share $168.55 Unrealized @ Report Date +94.6%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value $14,352 Shares 239 Share Price $60.05 Est. Cost/Share $57.14 Unrealized @ Report Date +5.1%
ETN EATON CORP PLC 0.0%
Value $14,280 Shares 40 Share Price $357.00 Est. Cost/Share $184.81 Unrealized @ Report Date +92.6%
HOG HARLEY DAVIDSON INC 0.0%
Value $14,160 Shares 600 Share Price $23.60 Est. Cost/Share $34.92 Unrealized @ Report Date -32.4%
PNR PENTAIR PLC 0.0%
Value $14,065 Shares 137 Share Price $102.66 Est. Cost/Share $94.52 Unrealized @ Report Date +8.1%
CVS CVS HEALTH CORP 0.0%
Value $13,934 Shares 202 Share Price $68.98 Est. Cost/Share $64.30 Unrealized @ Report Date +5.3%
BAC BANK AMERICA CORP 0.0%
Value $13,723 Shares 290 Share Price $47.32 Est. Cost/Share $34.37 Unrealized @ Report Date +36.2%
SMLF ISHARES TR 0.0%
Value $13,658 Shares 201 Share Price $67.95 Est. Cost/Share $63.30 Unrealized @ Report Date +7.3%
DFEV DIMENSIONAL ETF TRUST 0.0%
Value $13,616 Shares 454 Share Price $29.99 Est. Cost/Share $27.38 Unrealized @ Report Date +9.5%
SPYV SPDR SERIES TRUST 0.0%
Value $13,557 Shares 259 Share Price $52.34 Est. Cost/Share $41.30 Unrealized @ Report Date +26.7%
NVT NVENT ELECTRIC PLC 0.0%
Value $13,552 Shares 185 Share Price $73.25 Est. Cost/Share $62.55 Unrealized @ Report Date +16.4%
COR CENCORA INC 0.0%
Value $13,494 Shares 45 Share Price $299.87 Est. Cost/Share $197.71 Unrealized @ Report Date +51.1%
IEI ISHARES TR 0.0%
Value $12,981 Shares 109 Share Price $119.09 Est. Cost/Share $117.53 Unrealized @ Report Date +1.3%
IDEV ISHARES TR 0.0%
Value $12,699 Shares 167 Share Price $76.04 Est. Cost/Share $70.83 Unrealized @ Report Date
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $12,640 Shares 149 Share Price $84.83 Est. Cost/Share $75.28 Unrealized @ Report Date +12.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $12,500 Shares 25 Share Price $500.00 Est. Cost/Share $426.55 Unrealized @ Report Date +16.3%
SCZ ISHARES TR 0.0%
Value $12,429 Shares 171 Share Price $72.68 Est. Cost/Share $60.17 Unrealized @ Report Date +20.8%
ADI ANALOG DEVICES INC 0.0%
Value $12,378 Shares 52 Share Price $238.04 Est. Cost/Share $176.89 Unrealized @ Report Date +33.6%
APP APPLOVIN CORP 0.0%
Value $12,295 Shares 35 Share Price $351.29 Est. Cost/Share $305.34 Unrealized @ Report Date +14.7%
CLS CELESTICA INC 0.0%
Value $12,177 Shares 78 Share Price $156.12 Est. Cost/Share $106.09 Unrealized @ Report Date +47.1%
CTVA CORTEVA INC 0.0%
Value $11,925 Shares 160 Share Price $74.53 Est. Cost/Share $56.63 Unrealized @ Report Date +30.9%
JKHY HENRY JACK & ASSOC INC 0.0%
Value $11,892 Shares 66 Share Price $180.18 * Est. Cost/Share $150.31 Unrealized @ Report Date +17.1%
AON AON PLC 0.0%
Value $11,774 Shares 33 Share Price $356.79 Est. Cost/Share $325.28 Unrealized @ Report Date +9.4%
SNY SANOFI 0.0%
Value $11,692 Shares 242 Share Price $48.31 Est. Cost/Share $53.81 Unrealized @ Report Date -10.2%
DD DUPONT DE NEMOURS INC 0.0%
Value $11,627 Shares 170 Share Price $68.39 * Est. Cost/Share $27.17 Unrealized @ Report Date +4.5%
SBUX STARBUCKS CORP 0.0%
Value $11,592 Shares 127 Share Price $91.28 Est. Cost/Share $97.26 Unrealized @ Report Date -7.1%
IVW ISHARES TR 0.0%
Value $11,561 Shares 105 Share Price $110.10 Est. Cost/Share $100.81 Unrealized @ Report Date +9.2%
BLK BLACKROCK INC 0.0%
Value $11,542 Shares 11 Share Price $1049.27 Est. Cost/Share $966.34 Unrealized @ Report Date +7.5%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $11,273 Shares 51 Share Price $221.04 Est. Cost/Share $181.18 Unrealized @ Report Date +19.8%
SDG ISHARES TR 0.0%
Value $11,228 Shares 148 Share Price $75.86 Est. Cost/Share $79.39 Unrealized @ Report Date -4.4%
DSI ISHARES TR 0.0%
Value $11,152 Shares 96 Share Price $116.17 Est. Cost/Share $79.58 Unrealized @ Report Date +46.0%
MS MORGAN STANLEY 0.0%
Value $10,988 Shares 78 Share Price $140.87 Est. Cost/Share $103.97 Unrealized @ Report Date +33.7%
SPAB SPDR SERIES TRUST 0.0%
Value $10,906 Shares 426 Share Price $25.60 Est. Cost/Share $25.47 Unrealized @ Report Date +0.5%
FAST FASTENAL CO 0.0%
Value $10,836 Shares 258 Share Price $42.00 Est. Cost/Share $32.89 Unrealized @ Report Date +26.4%
VRT VERTIV HOLDINGS CO 0.0%
Value $10,809 Shares 84 Share Price $128.68 Est. Cost/Share $106.29 Unrealized @ Report Date +20.7%
KLAC KLA CORP 0.0%
Value $10,749 Shares 12 Share Price $895.75 Est. Cost/Share $617.03 Unrealized @ Report Date +44.6%
SUSL ISHARES TR 0.0%
Value $10,619 Shares 98 Share Price $108.36 Est. Cost/Share $73.01 Unrealized @ Report Date +48.4%
OXM OXFORD INDS INC 0.0%
Value $10,586 Shares 263 Share Price $40.25 * Est. Cost/Share $101.46 Unrealized @ Report Date -50.5%
SLYG SPDR SERIES TRUST 0.0%
Value $10,473 Shares 118 Share Price $88.75 Est. Cost/Share $73.11 Unrealized @ Report Date +21.4%
FNDE SCHWAB STRATEGIC TR 0.0%
Value $10,432 Shares 316 Share Price $33.01 Est. Cost/Share $26.54 Unrealized @ Report Date +24.4%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value $10,286 Shares 316 Share Price $32.55 Est. Cost/Share $18.48 Unrealized @ Report Date
ESML ISHARES TR 0.0%
Value $10,250 Shares 248 Share Price $41.33 Est. Cost/Share $33.85 Unrealized @ Report Date +22.1%
NDAQ NASDAQ INC 0.0%
Value $10,194 Shares 114 Share Price $89.42 Est. Cost/Share $48.99 Unrealized @ Report Date +81.5%
MDYG SPDR SERIES TRUST 0.0%
Value $10,164 Shares 117 Share Price $86.87 Est. Cost/Share $68.31 Unrealized @ Report Date +27.2%
TKR TIMKEN CO 0.0%
Value $9,867 Shares 136 Share Price $72.55 Est. Cost/Share $78.02 Unrealized @ Report Date -7.0%
CW CURTISS WRIGHT CORP 0.0%
Value $9,771 Shares 20 Share Price $488.55 Est. Cost/Share $336.76 Unrealized @ Report Date +44.9%
COP CONOCOPHILLIPS 0.0%
Value $9,692 Shares 108 Share Price $89.74 Est. Cost/Share $106.30 Unrealized @ Report Date -17.0%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value $9,603 Shares 1,898 Share Price $5.06 Est. Cost/Share $4.91 Unrealized @ Report Date +3.0%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value $9,554 Shares 1,407 Share Price $6.79 * Est. Cost/Share $4.76 Unrealized @ Report Date -24.1%
ENSG ENSIGN GROUP INC 0.0%
Value $9,256 Shares 60 Share Price $154.27 Est. Cost/Share $132.18 Unrealized @ Report Date +16.6%
SLYV SPDR SERIES TRUST 0.0%
Value $9,173 Shares 115 Share Price $79.77 Est. Cost/Share $75.01 Unrealized @ Report Date +6.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value $9,072 Shares 41 Share Price $221.27 Est. Cost/Share $209.34 Unrealized @ Report Date +5.7%
CRH CRH PLC 0.0%
Value $8,997 Shares 98 Share Price $91.81 Est. Cost/Share $97.65 Unrealized @ Report Date -6.0%
OSIS OSI SYSTEMS INC 0.0%
Value $8,995 Shares 40 Share Price $224.88 Est. Cost/Share $190.49 Unrealized @ Report Date +18.0%
VHT VANGUARD WORLD FD 0.0%
Value $8,941 Shares 36 Share Price $248.36 Est. Cost/Share $246.19 Unrealized @ Report Date +0.9%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value $8,884 Shares 578 Share Price $15.37 Est. Cost/Share $12.43 Unrealized @ Report Date +23.6%
EFX EQUIFAX INC 0.0%
Value $8,819 Shares 34 Share Price $259.38 Est. Cost/Share $206.59 Unrealized @ Report Date +25.0%
GE GE AEROSPACE 0.0%
Value $8,752 Shares 34 Share Price $257.41 Est. Cost/Share $112.67 Unrealized @ Report Date +127.6%
ACWI ISHARES TR 0.0%
Value $8,745 Shares 68 Share Price $128.60 Est. Cost/Share $92.80 Unrealized @ Report Date +38.6%
IBHJ ISHARES TR 0.0%
Value $8,685 Shares 326 Share Price $26.64 Est. Cost/Share $26.37 Unrealized @ Report Date +1.0%
OKLO OKLO INC 0.0%
Value $8,628 Shares 154 Share Price $56.03 Est. Cost/Share $33.79 Unrealized @ Report Date +65.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value $8,597 Shares 265 Share Price $32.44 Est. Cost/Share $29.51 Unrealized @ Report Date +8.9%
PHM PULTE GROUP INC 0.0%
Value $8,437 Shares 80 Share Price $105.46 Est. Cost/Share $107.19 Unrealized @ Report Date -2.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $8,324 Shares 105 Share Price $79.28 Est. Cost/Share $72.39 Unrealized @ Report Date +9.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value $8,220 Shares 28 Share Price $293.57 Est. Cost/Share $295.11 Unrealized @ Report Date +0.8%
STRA STRATEGIC ED INC 0.0%
Value $8,173 Shares 96 Share Price $85.14 Est. Cost/Share $76.03 Unrealized @ Report Date +10.3%
AVUS AMERICAN CENTY ETF TR 0.0%
Value $8,167 Shares 81 Share Price $100.83 Est. Cost/Share $71.56 Unrealized @ Report Date +40.9%
PULS PGIM ETF TR 0.0%
Value $8,091 Shares 163 Share Price $49.64 Est. Cost/Share $49.59 Unrealized @ Report Date +0.3%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value $8,054 Shares 533 Share Price $15.11 Est. Cost/Share $15.21 Unrealized @ Report Date -0.7%
DVYE ISHARES INC 0.0%
Value $8,051 Shares 281 Share Price $28.65 Est. Cost/Share $24.78 Unrealized @ Report Date +15.6%
AFL AFLAC INC 0.0%
Value $8,015 Shares 76 Share Price $105.46 Est. Cost/Share $104.07 Unrealized @ Report Date +0.3%
ESGD ISHARES TR 0.0%
Value $7,941 Shares 89 Share Price $89.22 Est. Cost/Share $72.95 Unrealized @ Report Date +22.3%
WRB BERKLEY W R CORP 0.0%
Value $7,935 Shares 108 Share Price $73.47 Est. Cost/Share $42.39 Unrealized @ Report Date +70.4%
VLUE ISHARES TR 0.0%
Value $7,925 Shares 70 Share Price $113.21 Est. Cost/Share $91.07 Unrealized @ Report Date +24.3%
LOW LOWES COS INC 0.0%
Value $7,766 Shares 35 Share Price $221.89 Est. Cost/Share $199.28 Unrealized @ Report Date +10.2%
TEX TEREX CORP NEW 0.0%
Value $7,704 Shares 165 Share Price $46.69 Est. Cost/Share $51.70 Unrealized @ Report Date -9.7%
AME AMETEK INC 0.0%
Value $7,601 Shares 42 Share Price $180.98 Est. Cost/Share $143.53 Unrealized @ Report Date +25.7%
EXPE EXPEDIA GROUP INC 0.0%
Value $7,422 Shares 44 Share Price $168.68 Est. Cost/Share $97.23 Unrealized @ Report Date +72.9%
VOX VANGUARD WORLD FD 0.0%
Value $7,355 Shares 43 Share Price $171.05 Est. Cost/Share $131.91 Unrealized @ Report Date +29.7%
ARW ARROW ELECTRS INC 0.0%
Value $7,264 Shares 57 Share Price $127.44 * Est. Cost/Share $124.47 Unrealized @ Report Date -7.7%
SHW SHERWIN WILLIAMS CO 0.0%
Value $7,211 Shares 21 Share Price $343.38 Est. Cost/Share $242.38 Unrealized @ Report Date +41.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value $7,104 Shares 26 Share Price $273.23 Est. Cost/Share $182.70 Unrealized @ Report Date +48.8%
HLN HALEON PLC 0.0%
Value $7,011 Shares 676 Share Price $10.37 Est. Cost/Share $8.53 Unrealized @ Report Date +21.5%
SYK STRYKER CORPORATION 0.0%
Value $6,726 Shares 17 Share Price $395.65 Est. Cost/Share $377.08 Unrealized @ Report Date +4.4%
BBY BEST BUY INC 0.0%
Value $6,717 Shares 100 Share Price $67.17 * Est. Cost/Share $65.62 Unrealized @ Report Date -0.3%
SCHW SCHWAB CHARLES CORP 0.0%
Value $6,406 Shares 70 Share Price $91.51 Est. Cost/Share $50.45 Unrealized @ Report Date +79.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value $6,361 Shares 75 Share Price $84.81 * Est. Cost/Share $45.44 Unrealized @ Report Date -6.7%
MET METLIFE INC 0.0%
Value $6,354 Shares 79 Share Price $80.43 Est. Cost/Share $56.89 Unrealized @ Report Date +39.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value $6,337 Shares 121 Share Price $52.37 Est. Cost/Share $32.64 Unrealized @ Report Date +60.5%
ICSH ISHARES TR 0.0%
Value $6,239 Shares 123 Share Price $50.72 Est. Cost/Share $50.57 Unrealized @ Report Date +0.3%
IEX IDEX CORP 0.0%
Value $6,145 Shares 35 Share Price $175.57 Est. Cost/Share $202.74 Unrealized @ Report Date -14.1%
RL RALPH LAUREN CORP 0.0%
Value $6,035 Shares 22 Share Price $274.32 Est. Cost/Share $244.79 Unrealized @ Report Date +11.4%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value $5,862 Shares 65 Share Price $90.18 Est. Cost/Share $76.62 Unrealized @ Report Date +17.7%
TILT FLEXSHARES TR 0.0%
Value $5,825 Shares 26 Share Price $224.04 Est. Cost/Share $159.30 Unrealized @ Report Date +40.6%
CTAS CINTAS CORP 0.0%
Value $5,795 Shares 26 Share Price $222.88 Est. Cost/Share $188.14 Unrealized @ Report Date +17.9%
IWO ISHARES TR 0.0%
Value $5,718 Shares 20 Share Price $285.90 Est. Cost/Share $229.29 Unrealized @ Report Date +24.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $5,671 Shares 50 Share Price $113.42 Est. Cost/Share $110.68 Unrealized @ Report Date +2.5%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $5,471 Shares 252 Share Price $21.71 Est. Cost/Share $16.81 Unrealized @ Report Date
ELV ELEVANCE HEALTH INC 0.0%
Value $5,446 Shares 14 Share Price $389.00 Est. Cost/Share $443.16 Unrealized @ Report Date -13.2%
CXT CRANE NXT CO 0.0%
Value $5,390 Shares 100 Share Price $53.90 * Est. Cost/Share $51.81 Unrealized @ Report Date -2.5%
FIVE FIVE BELOW INC 0.0%
Value $5,379 Shares 41 Share Price $131.20 Est. Cost/Share $195.49 Unrealized @ Report Date -32.9%
SSYS STRATASYS LTD 0.0%
Value $5,311 Shares 463 Share Price $11.47 Est. Cost/Share $15.66 Unrealized @ Report Date -26.7%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $5,307 Shares 23 Share Price $230.74 Est. Cost/Share $140.77 Unrealized @ Report Date +63.9%
PEGA PEGASYSTEMS INC 0.0%
Value $5,197 Shares 96 Share Price $54.14 * Est. Cost/Share $34.27 Unrealized @ Report Date +32.2%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $5,120 Shares 12 Share Price $426.67 * Est. Cost/Share $336.94 Unrealized @ Report Date +32.1%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $5,115 Shares 66 Share Price $77.50 Est. Cost/Share $65.64 Unrealized @ Report Date +18.1%
LIT GLOBAL X FDS 0.0%
Value $5,108 Shares 133 Share Price $38.41 Est. Cost/Share $56.88 Unrealized @ Report Date -32.5%
IBHG ISHARES TR 0.0%
Value $5,072 Shares 225 Share Price $22.54 Est. Cost/Share $22.19 Unrealized @ Report Date +1.6%
USFR WISDOMTREE TR 0.0%
Value $4,981 Shares 99 Share Price $50.31 Est. Cost/Share $50.37 Unrealized @ Report Date -0.1%
ANET ARISTA NETWORKS INC 0.0%
Value $4,911 Shares 48 Share Price $102.31 Est. Cost/Share $101.60 Unrealized @ Report Date +0.7%
PCTY PAYLOCITY HLDG CORP 0.0%
Value $4,893 Shares 27 Share Price $181.22 Est. Cost/Share $183.04 Unrealized @ Report Date -1.0%
SCHH SCHWAB STRATEGIC TR 0.0%
Value $4,867 Shares 230 Share Price $21.16 Est. Cost/Share $20.63 Unrealized @ Report Date +2.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $4,866 Shares 12 Share Price $405.50 Est. Cost/Share $552.65 Unrealized @ Report Date -26.8%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value $4,770 Shares 21 Share Price $227.14 Est. Cost/Share $190.98 Unrealized @ Report Date +18.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $4,733 Shares 413 Share Price $11.46 Est. Cost/Share $10.46 Unrealized @ Report Date +9.6%
WULF TERAWULF INC 0.0%
Value $4,697 Shares 1,072 Share Price $4.38 * Est. Cost/Share $4.46 Unrealized @ Report Date -23.3%
RWO SPDR INDEX SHS FDS 0.0%
Value $4,679 Shares 106 Share Price $44.14 Est. Cost/Share $40.91 Unrealized @ Report Date +7.9%
VKTX VIKING THERAPEUTICS INC 0.0%
Value $4,649 Shares 175 Share Price $26.57 Est. Cost/Share $31.61 Unrealized @ Report Date -16.7%
HUM HUMANA INC 0.0%
Value $4,646 Shares 19 Share Price $244.53 Est. Cost/Share $441.32 Unrealized @ Report Date -45.0%
SFM SPROUTS FMRS MKT INC 0.0%
Value $4,610 Shares 28 Share Price $164.64 Est. Cost/Share $143.71 Unrealized @ Report Date +14.6%
NUSA NUSHARES ETF TR 0.0%
Value $4,600 Shares 197 Share Price $23.35 Est. Cost/Share $22.98 Unrealized @ Report Date +1.6%
XOP SPDR SERIES TRUST 0.0%
Value $4,529 Shares 36 Share Price $125.81 Est. Cost/Share $136.77 Unrealized @ Report Date -8.0%
VDE VANGUARD WORLD FD 0.0%
Value $4,527 Shares 38 Share Price $119.13 Est. Cost/Share $125.08 Unrealized @ Report Date -4.8%
TSLA TESLA INC 0.0%
Value $4,448 Shares 14 Share Price $317.71 Est. Cost/Share $254.81 Unrealized @ Report Date +24.7%
MR COOPER GROUP INC 0.0%
Value $4,328 Shares 29 Share Price $149.24 Est. Cost/Share $119.62 Unrealized @ Report Date
DOW DOW INC 0.0%
Value $4,317 Shares 163 Share Price $26.48 * Est. Cost/Share $45.25 Unrealized @ Report Date -43.2%
JOUT JOHNSON OUTDOORS INC 0.0%
Value $4,270 Shares 141 Share Price $30.28 Est. Cost/Share $58.92 Unrealized @ Report Date -48.6%
BALL BALL CORP 0.0%
Value $4,151 Shares 74 Share Price $56.09 Est. Cost/Share $52.22 Unrealized @ Report Date +6.6%
ICLN ISHARES TR 0.0%
Value $4,109 Shares 313 Share Price $13.13 Est. Cost/Share $18.34 Unrealized @ Report Date -28.5%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $4,056 Shares 151 Share Price $26.86 * Est. Cost/Share $22.13 Unrealized @ Report Date +16.4%
INSP INSPIRE MED SYS INC 0.0%
Value $4,023 Shares 31 Share Price $129.77 * Est. Cost/Share $162.01 Unrealized @ Report Date -10.5%
AIFF FIREFLY NEUROSCIENCE INC 0.0%
Value $4,021 Shares 1,421 Share Price $2.83 * Est. Cost/Share $4.60 Unrealized @ Report Date -31.1%
KD KYNDRYL HLDGS INC 0.0%
Value $3,819 Shares 91 Share Price $41.97 Est. Cost/Share $13.53 Unrealized @ Report Date +210.0%
EFG ISHARES TR 0.0%
Value $3,808 Shares 34 Share Price $112.00 Est. Cost/Share $98.69 Unrealized @ Report Date +13.5%
ISCG ISHARES TR 0.0%
Value $3,782 Shares 76 Share Price $49.76 Est. Cost/Share $39.29 Unrealized @ Report Date +26.6%
PAYC PAYCOM SOFTWARE INC 0.0%
Value $3,471 Shares 15 Share Price $231.40 Est. Cost/Share $289.15 Unrealized @ Report Date -20.3%
KHC KRAFT HEINZ CO 0.0%
Value $3,462 Shares 134 Share Price $25.84 * Est. Cost/Share $33.46 Unrealized @ Report Date -25.1%
TFC TRUIST FINL CORP 0.0%
Value $3,354 Shares 78 Share Price $43.00 * Est. Cost/Share $26.95 Unrealized @ Report Date +55.8%
NTRS NORTHERN TR CORP 0.0%
Value $3,297 Shares 26 Share Price $126.81 * Est. Cost/Share $70.33 Unrealized @ Report Date +42.9%
TECH BIO-TECHNE CORP 0.0%
Value $3,293 Shares 64 Share Price $51.45 Est. Cost/Share $79.36 Unrealized @ Report Date -35.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value $3,242 Shares 7 Share Price $463.14 Est. Cost/Share $431.49 Unrealized @ Report Date +5.8%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value $3,230 Shares 34 Share Price $95.00 Est. Cost/Share $104.97 Unrealized @ Report Date -10.1%
CPB THE CAMPBELLS COMPANY 0.0%
Value $3,065 Shares 100 Share Price $30.65 * Est. Cost/Share $45.68 Unrealized @ Report Date -34.5%
EOG EOG RES INC 0.0%
Value $2,991 Shares 25 Share Price $119.64 Est. Cost/Share $104.44 Unrealized @ Report Date +12.5%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value $2,976 Shares 21 Share Price $141.71 Est. Cost/Share $117.61 Unrealized @ Report Date +20.5%
VOD VODAFONE GROUP PLC NEW 0.0%
Value $2,879 Shares 270 Share Price $10.66 Est. Cost/Share $9.65 Unrealized @ Report Date +10.5%
PCG PG&E CORP 0.0%
Value $2,844 Shares 204 Share Price $13.94 * Est. Cost/Share $20.16 Unrealized @ Report Date -19.8%
SMH VANECK ETF TRUST 0.0%
Value $2,789 Shares 10 Share Price $278.90 Est. Cost/Share $199.49 Unrealized @ Report Date +39.8%
VLO VALERO ENERGY CORP 0.0%
Value $2,689 Shares 20 Share Price $134.45 Est. Cost/Share $107.19 Unrealized @ Report Date +23.6%
CMI CUMMINS INC 0.0%
Value $2,620 Shares 8 Share Price $327.50 Est. Cost/Share $263.80 Unrealized @ Report Date +23.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value $2,608 Shares 12 Share Price $217.33 * Est. Cost/Share $76.56 Unrealized @ Report Date +41.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $2,594 Shares 25 Share Price $103.76 Est. Cost/Share $79.95 Unrealized @ Report Date +27.7%
DKS DICKS SPORTING GOODS INC 0.0%
Value $2,572 Shares 13 Share Price $197.85 Est. Cost/Share $209.12 Unrealized @ Report Date -6.4%
EXPO EXPONENT INC 0.0%
Value $2,541 Shares 34 Share Price $74.74 * Est. Cost/Share $90.75 Unrealized @ Report Date -15.6%
XLK SELECT SECTOR SPDR TR 0.0%
Value $2,533 Shares 10 Share Price $253.30 * Est. Cost/Share $113.37 Unrealized @ Report Date +11.7%
XAR SPDR SERIES TRUST 0.0%
Value $2,532 Shares 12 Share Price $211.00 Est. Cost/Share $144.64 Unrealized @ Report Date +45.8%
BL BLACKLINE INC 0.0%
Value $2,435 Shares 43 Share Price $56.63 * Est. Cost/Share $55.51 Unrealized @ Report Date -7.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value $2,428 Shares 16 Share Price $151.75 Est. Cost/Share $198.96 Unrealized @ Report Date -23.7%
BIV VANGUARD BD INDEX FDS 0.0%
Value $2,321 Shares 30 Share Price $77.37 Est. Cost/Share $75.44 Unrealized @ Report Date +2.5%
ABRDN GLOBAL INCOME FUND INC 0.0%
Value $2,237 Shares 350 Share Price $6.39 Est. Cost/Share $5.96 Unrealized @ Report Date
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value $2,214 Shares 43 Share Price $51.49 Est. Cost/Share $60.80 Unrealized @ Report Date -16.6%
FNB F N B CORP 0.0%
Value $2,129 Shares 146 Share Price $14.58 Est. Cost/Share $14.80 Unrealized @ Report Date -2.9%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $2,114 Shares 92 Share Price $22.98 Est. Cost/Share $31.06 Unrealized @ Report Date -26.0%
CDW CDW CORP 0.0%
Value $2,054 Shares 12 Share Price $171.17 * Est. Cost/Share $168.84 Unrealized @ Report Date +4.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $2,034 Shares 26 Share Price $78.23 Est. Cost/Share $87.29 Unrealized @ Report Date -10.4%
LPLA LPL FINL HLDGS INC 0.0%
Value $1,875 Shares 5 Share Price $375.00 Est. Cost/Share $200.25 Unrealized @ Report Date +87.3%
CGNX COGNEX CORP 0.0%
Value $1,872 Shares 59 Share Price $31.73 * Est. Cost/Share $50.68 Unrealized @ Report Date -43.8%
EA ELECTRONIC ARTS INC 0.0%
Value $1,757 Shares 11 Share Price $159.73 Est. Cost/Share $124.94 Unrealized @ Report Date +27.6%
ACM AECOM 0.0%
Value $1,693 Shares 15 Share Price $112.87 * Est. Cost/Share $79.85 Unrealized @ Report Date +29.0%
MA MASTERCARD INCORPORATED 0.0%
Value $1,686 Shares 3 Share Price $562.00 Est. Cost/Share $437.08 Unrealized @ Report Date +28.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $1,631 Shares 3 Share Price $543.67 Est. Cost/Share $392.04 Unrealized @ Report Date +38.6%
HSIC HENRY SCHEIN INC 0.0%
Value $1,608 Shares 22 Share Price $73.09 Est. Cost/Share $79.00 Unrealized @ Report Date -7.5%
COF CAPITAL ONE FINL CORP 0.0%
Value $1,596 Shares 8 Share Price $199.50 * Est. Cost/Share $95.91 Unrealized @ Report Date +120.4%
AVY AVERY DENNISON CORP 0.0%
Value $1,580 Shares 9 Share Price $175.56 Est. Cost/Share $162.78 Unrealized @ Report Date +6.6%
GDYN GRID DYNAMICS HLDGS INC 0.0%
Value $1,525 Shares 132 Share Price $11.55 * Est. Cost/Share $10.02 Unrealized @ Report Date +31.2%
VFF VILLAGE FARMS INTL INC 0.0%
Value $1,518 Shares 1,380 Share Price $1.10 * Est. Cost/Share $0.73 Unrealized @ Report Date +21.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $1,419 Shares 10 Share Price $141.90 Est. Cost/Share $134.79 Unrealized @ Report Date +5.3%
SPGI S&P GLOBAL INC 0.0%
Value $1,319 Shares 3 Share Price $439.67 * Est. Cost/Share $427.59 Unrealized @ Report Date +22.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value $1,228 Shares 6 Share Price $204.67 Est. Cost/Share $146.48 Unrealized @ Report Date +39.7%
DTE DTE ENERGY CO 0.0%
Value $1,193 Shares 9 Share Price $132.56 Est. Cost/Share $101.46 Unrealized @ Report Date +28.4%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $1,174 Shares 67 Share Price $17.52 * Est. Cost/Share $17.60 Unrealized @ Report Date -3.9%
CERT CERTARA INC 0.0%
Value $1,170 Shares 100 Share Price $11.70 Est. Cost/Share $21.12 Unrealized @ Report Date -44.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value $1,146 Shares 11 Share Price $104.18 Est. Cost/Share $123.14 Unrealized @ Report Date -17.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $1,050 Shares 2 Share Price $525.00 Est. Cost/Share $766.75 Unrealized @ Report Date -31.7%
EMBC EMBECTA CORP 0.0%
Value $1,047 Shares 108 Share Price $9.69 * Est. Cost/Share $24.47 Unrealized @ Report Date -61.3%
MTUS METALLUS INC 0.0%
Value $1,018 Shares 66 Share Price $15.42 Est. Cost/Share $13.93 Unrealized @ Report Date +10.6%
MPC MARATHON PETE CORP 0.0%
Value $997 Shares 6 Share Price $166.17 Est. Cost/Share $109.92 Unrealized @ Report Date +49.5%
LNG CHENIERE ENERGY INC 0.0%
Value $975 Shares 4 Share Price $243.75 Est. Cost/Share $148.05 Unrealized @ Report Date +64.5%
PGNY PROGYNY INC 0.0%
Value $968 Shares 44 Share Price $22.00 Est. Cost/Share $36.09 Unrealized @ Report Date -39.2%
KRNT KORNIT DIGITAL LTD 0.0%
Value $936 Shares 47 Share Price $19.91 Est. Cost/Share $22.60 Unrealized @ Report Date -11.8%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $925 Shares 3 Share Price $308.33 Est. Cost/Share $263.30 Unrealized @ Report Date +17.0%
NEM NEWMONT CORP 0.0%
Value $874 Shares 15 Share Price $58.27 Est. Cost/Share $42.79 Unrealized @ Report Date +35.3%
CC CHEMOURS CO 0.0%
Value $871 Shares 76 Share Price $11.46 Est. Cost/Share $27.54 Unrealized @ Report Date -59.0%
PROSHARES TR 0.0%
Value $833 Shares 50 Share Price $16.66 Est. Cost/Share $34.30 Unrealized @ Report Date
AIG AMERICAN INTL GROUP INC 0.0%
Value $814 Shares 10 Share Price $81.40 * Est. Cost/Share $50.62 Unrealized @ Report Date +67.2%
WHR WHIRLPOOL CORP 0.0%
Value $812 Shares 8 Share Price $101.50 Est. Cost/Share $106.04 Unrealized @ Report Date -4.4%
EAGG ISHARES TR 0.0%
Value $809 Shares 17 Share Price $47.59 Est. Cost/Share $47.65 Unrealized @ Report Date -0.2%
EQIX EQUINIX INC 0.0%
Value $796 Shares 1 Share Price $796.00 Est. Cost/Share $692.48 Unrealized @ Report Date +13.5%
IAC IAC INC 0.0%
Value $785 Shares 21 Share Price $37.38 * Est. Cost/Share $45.81 Unrealized @ Report Date -21.1%
CFG CITIZENS FINL GROUP INC 0.0%
Value $784 Shares 18 Share Price $43.56 Est. Cost/Share $32.04 Unrealized @ Report Date +37.2%
HPQ HP INC 0.0%
Value $759 Shares 31 Share Price $24.48 * Est. Cost/Share $27.12 Unrealized @ Report Date -11.8%
GRMN GARMIN LTD 0.0%
Value $731 Shares 4 Share Price $182.75 * Est. Cost/Share $97.02 Unrealized @ Report Date +113.4%
WMB WILLIAMS COS INC 0.0%
Value $723 Shares 12 Share Price $60.25 * Est. Cost/Share $52.49 Unrealized @ Report Date +17.7%
DHR DANAHER CORPORATION 0.0%
Value $692 Shares 4 Share Price $173.00 * Est. Cost/Share $214.16 Unrealized @ Report Date -8.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $665 Shares 2 Share Price $332.50 Est. Cost/Share $275.92 Unrealized @ Report Date +19.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $650 Shares 4 Share Price $162.50 Est. Cost/Share $182.78 Unrealized @ Report Date -11.5%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $636 Shares 8 Share Price $79.50 Est. Cost/Share $65.46 Unrealized @ Report Date +19.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $634 Shares 31 Share Price $20.45 Est. Cost/Share $14.20 Unrealized @ Report Date +42.4%
FIVN FIVE9 INC 0.0%
Value $610 Shares 23 Share Price $26.52 Est. Cost/Share $67.12 Unrealized @ Report Date -60.6%
PCAR PACCAR INC 0.0%
Value $571 Shares 6 Share Price $95.17 * Est. Cost/Share $94.52 Unrealized @ Report Date -1.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $567 Shares 1 Share Price $567.00 Est. Cost/Share $445.37 Unrealized @ Report Date +26.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $551 Shares 3 Share Price $183.67 Est. Cost/Share $104.69 Unrealized @ Report Date +74.2%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $549 Shares 1 Share Price $549.00 Est. Cost/Share $388.35 Unrealized @ Report Date +41.0%
IDXX IDEXX LABS INC 0.0%
Value $537 Shares 1 Share Price $537.00 Est. Cost/Share $479.21 Unrealized @ Report Date +11.9%
FTNT FORTINET INC 0.0%
Value $529 Shares 5 Share Price $105.80 Est. Cost/Share $68.00 Unrealized @ Report Date +55.5%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $527 Shares 52 Share Price $10.13 * Est. Cost/Share $23.68 Unrealized @ Report Date -60.9%
TEL TE CONNECTIVITY PLC 0.0%
Value $507 Shares 3 Share Price $169.00 Est. Cost/Share $146.90 Unrealized @ Report Date +14.4%
OGN ORGANON & CO 0.0%
Value $446 Shares 46 Share Price $9.70 Est. Cost/Share $19.10 Unrealized @ Report Date -49.6%
CL COLGATE PALMOLIVE CO 0.0%
Value $410 Shares 5 Share Price $82.00 * Est. Cost/Share $72.91 Unrealized @ Report Date +23.1%
CPRT COPART INC 0.0%
Value $393 Shares 8 Share Price $49.13 Est. Cost/Share $42.95 Unrealized @ Report Date +14.2%
STE STERIS PLC 0.0%
Value $361 Shares 2 Share Price $180.50 * Est. Cost/Share $195.42 Unrealized @ Report Date +22.6%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value $352 Shares 17 Share Price $20.71 Est. Cost/Share $94.80 Unrealized @ Report Date -78.1%
TIP ISHARES TR 0.0%
Value $331 Shares 3 Share Price $110.33 Est. Cost/Share $108.90 Unrealized @ Report Date +1.1%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $319 Shares 4 Share Price $79.75 Est. Cost/Share $47.22 Unrealized @ Report Date +68.6%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value $317 Shares 20 Share Price $15.85 * Est. Cost/Share $20.79 Unrealized @ Report Date -38.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $303 Shares 3 Share Price $101.00 * Est. Cost/Share $154.55 Unrealized @ Report Date -37.0%
DH DEFINITIVE HEALTHCARE CORP 0.0%
Value $301 Shares 77 Share Price $3.91 * Est. Cost/Share $10.30 Unrealized @ Report Date -69.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $294 Shares 67 Share Price $4.39 Est. Cost/Share $3.57 Unrealized @ Report Date +22.6%
BHF BRIGHTHOUSE FINL INC 0.0%
Value $269 Shares 5 Share Price $53.80 Est. Cost/Share $43.07 Unrealized @ Report Date +24.8%
TPR TAPESTRY INC 0.0%
Value $264 Shares 3 Share Price $88.00 Est. Cost/Share $38.73 Unrealized @ Report Date +125.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $242 Shares 21 Share Price $11.52 Est. Cost/Share $28.52 Unrealized @ Report Date
NOK NOKIA CORP 0.0%
Value $203 Shares 39 Share Price $5.21 Est. Cost/Share $4.23 Unrealized @ Report Date +22.5%
CNP CENTERPOINT ENERGY INC 0.0%
Value $184 Shares 5 Share Price $36.80 Est. Cost/Share $27.56 Unrealized @ Report Date +31.8%
SWK STANLEY BLACK & DECKER INC 0.0%
Value $170 Shares 3 Share Price $56.67 * Est. Cost/Share $74.47 Unrealized @ Report Date -11.1%
ANGI ANGI INC 0.0%
Value $168 Shares 11 Share Price $15.27 * Est. Cost/Share $14.45 Unrealized @ Report Date 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value $163 Shares 1 Share Price $163.00 Est. Cost/Share $180.78 Unrealized @ Report Date -11.2%
VLTO VERALTO CORP 0.0%
Value $101 Shares 1 Share Price $101.00 Est. Cost/Share $94.12 Unrealized @ Report Date +7.0%
ONL ORION PROPERTIES INC 0.0%
Value $71 Shares 33 Share Price $2.15 Est. Cost/Share $6.63 Unrealized @ Report Date
ADAM NEW YORK MTG TR INC 0.0%
Value $41 Shares 6 Share Price $6.83 Est. Cost/Share $10.00 Unrealized @ Report Date