Essex Bank Diversified Active

Location: Essex, CT

CIK: 0001752212 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 1, 2024

Total Value: $401M (100.0% shares, 0.0% debt)

Holdings (282)

AAPL APPLE COMPUTER INC. CMN. 6.5%
Value $26.05M Shares 111,818 Est. Cost $102.54 Unrealized +116.4%
XOM EXXON MOBIL CORPORATION 5.2%
Value $21.03M Shares 179,444 Est. Cost $52.58 Unrealized +109.2%
CVX CHEVRON COM 4.9%
Value $19.81M Shares 134,529 Est. Cost $81.57 Unrealized +71.6%
MSFT MICROSOFT COM 3.1%
Value $12.27M Shares 28,517 Est. Cost $177.78 Unrealized +138.0%
ADP AUTOMATIC DATA PROCESSING INC - TAXABLE 3.0%
Value $11.98M Shares 43,303 Est. Cost $122.36 Unrealized +107.2%
JNJ JOHNSON & JOHNSON COM 2.9%
Value $11.58M Shares 71,434 Est. Cost $118.02 Unrealized +29.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 2.6%
Value $10.37M Shares 15 Est. Cost $313083.50 Unrealized +112.1%
LLY LILLY ELI & COMPANY 2.5%
Value $10.04M Shares 11,328 Est. Cost $103.78 Unrealized +757.9%
HD HOME DEPOT COM 1.7%
Value $6.762M Shares 16,687 Est. Cost $188.07 Unrealized +87.5%
JPM JP MORGAN CHASE & CO COM 1.5%
Value $6.09M Shares 28,884 Est. Cost $107.71 Unrealized +90.3%
AMZN AMAZON COM INC COM 1.5%
Value $6.087M Shares 32,666 Est. Cost $130.06 Unrealized +40.3%
PG PROCTER & GAMBLE CO. 1.5%
Value $5.887M Shares 33,987 Est. Cost $104.56 Unrealized +57.1%
IVV ISHARES TR S&P 500 INDEX 1.5%
Value $5.864M Shares 10,166 Est. Cost $506.95 Unrealized
NVDA NVIDIA CORP 1.4%
Value $5.785M Shares 47,633 Est. Cost $92.57 Unrealized +27.6%
GOOG ALPHABET INC. 1.4%
Value $5.516M Shares 32,990 Est. Cost $110.96 Unrealized +51.6%
TGT TARGET CORPORATION 1.3%
Value $5.076M Shares 32,565 Est. Cost $79.96 Unrealized +76.4%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.2%
Value $4.793M Shares 9,083 Est. Cost $374.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.2%
Value $4.779M Shares 10,383 Est. Cost $276.38 Unrealized +60.0%
AVGO BROADCOM INC 1.1%
Value $4.436M Shares 25,715 Est. Cost $145.82 Unrealized +8.4%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value $4.314M Shares 26,013 Est. Cost $110.49 Unrealized +50.9%
V VISA INC COM CL A 1.1%
Value $4.242M Shares 15,429 Est. Cost $158.58 Unrealized +68.8%
VRSK VERISK ANALYTICS INC CL A 1.0%
Value $4.189M Shares 15,634 Est. Cost $172.13 Unrealized +55.8%
MRK MERCK & CO INC 1.0%
Value $3.82M Shares 33,636 Est. Cost $67.93 Unrealized +66.3%
PEP PEPSICO INC 0.9%
Value $3.672M Shares 21,596 Est. Cost $109.83 Unrealized +48.3%
WMT WAL-MART 0.9%
Value $3.671M Shares 45,463 Est. Cost $54.31 Unrealized +33.5%
QQQ INVESCO QQQ TR UNIT SER 1 0.8%
Value $3.29M Shares 6,741 Est. Cost $241.15 Unrealized
RTX RTX CORPORATION COM 0.8%
Value $3.07M Shares 25,338 Est. Cost $59.54 Unrealized +86.6%
SPY SPDR TR UNIT SER 1 0.8%
Value $3.033M Shares 5,287 Est. Cost $326.33 Unrealized
META FACEBOOK INC CL A 0.7%
Value $2.968M Shares 5,184 Est. Cost $203.03 Unrealized +152.2%
VEA VANGUARD TAX-MANAGED FD EUROPE PAC ETF 0.7%
Value $2.765M Shares 52,351 Est. Cost $42.24 Unrealized
ABBV ABBVIE INC COM 0.7%
Value $2.684M Shares 13,589 Est. Cost $94.38 Unrealized +89.3%
CAT CATERPILLAR INC COM 0.6%
Value $2.442M Shares 6,244 Est. Cost $137.17 Unrealized +146.9%
DE DEERE & CO COM 0.6%
Value $2.283M Shares 5,471 Est. Cost $162.18 Unrealized +127.7%
MCD MCDONALDS CORP COM 0.6%
Value $2.217M Shares 7,281 Est. Cost $180.49 Unrealized +47.8%
VO VANGUARD MID CAP ETF 0.5%
Value $2.166M Shares 8,210 Est. Cost $182.27 Unrealized
TT TRANE TECHNOLOGIES PLC 0.5%
Value $2.163M Shares 5,564 Est. Cost $114.63 Unrealized +199.3%
IWM ISHARES TR RUSSELL 2000 0.5%
Value $2.134M Shares 9,662 Est. Cost $164.79 Unrealized
SYK STRYKER CORP 0.5%
Value $2.101M Shares 5,815 Est. Cost $175.08 Unrealized +94.5%
MA MASTERCARD INCORPORATED CL A 0.5%
Value $2.084M Shares 4,221 Est. Cost $260.93 Unrealized +77.0%
ADBE ADOBE INC COM 0.5%
Value $2.03M Shares 3,921 Est. Cost $291.16 Unrealized +88.4%
VYM VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF 0.5%
Value $2.022M Shares 15,775 Est. Cost $98.19 Unrealized
MCO MOODYS CORP COM 0.5%
Value $1.955M Shares 4,119 Est. Cost $145.66 Unrealized +214.9%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value $1.95M Shares 3,336 Est. Cost $359.60 Unrealized +43.6%
CSCO CISCO 0.5%
Value $1.919M Shares 36,060 Est. Cost $40.97 Unrealized +14.2%
BLACKROCK INC COM 0.5%
Value $1.807M Shares 1,903 Est. Cost $671.47 Unrealized
IBM INTL BUSINESS MACHINES COM 0.4%
Value $1.775M Shares 8,031 Est. Cost $94.18 Unrealized +100.6%
UNP UNION PAC CORP COM 0.4%
Value $1.764M Shares 7,157 Est. Cost $147.64 Unrealized +58.9%
ITOT ISHARES TR CORE S&P TTL STK 0.4%
Value $1.758M Shares 13,998 Est. Cost $101.36 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.4%
Value $1.743M Shares 7,349 Est. Cost $166.87 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value $1.725M Shares 16,618 Est. Cost $69.55 Unrealized +42.2%
IVW ISHARES TR S&P 500 GRWT ETF 0.4%
Value $1.725M Shares 18,011 Est. Cost $89.91 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value $1.673M Shares 4,733 Est. Cost $194.47 Unrealized +66.0%
GD GENERAL DYNAMICS CORPORATION 0.4%
Value $1.669M Shares 5,523 Est. Cost $169.19 Unrealized +69.3%
COST COSTCO WHSL CORP NEW COM 0.4%
Value $1.65M Shares 1,861 Est. Cost $403.94 Unrealized +113.4%
KMB KIMBERLY - CLARK CORP 0.4%
Value $1.633M Shares 11,477 Est. Cost $92.17 Unrealized +45.6%
IJR ISHARES TR S&P SMALL CAP 600 INDEX 0.4%
Value $1.616M Shares 13,814 Est. Cost $93.24 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value $1.593M Shares 6,410 Est. Cost $170.55 Unrealized +36.6%
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.4%
Value $1.551M Shares 25,668 Est. Cost $59.19 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.4%
Value $1.548M Shares 4,483 Est. Cost $191.07 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.4%
Value $1.526M Shares 4,466 Est. Cost $90.32 Unrealized +86.4%
UNH UNITEDHEALTH GROUP INC 0.4%
Value $1.507M Shares 2,578 Est. Cost $275.29 Unrealized +99.2%
JPST JP MORGAN ETF ULTRA SHORT INCOME 0.4%
Value $1.448M Shares 28,546 Est. Cost $50.29 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.4%
Value $1.425M Shares 21,984 Est. Cost $49.85 Unrealized +29.5%
PFE PFIZER INC COM 0.4%
Value $1.42M Shares 49,100 Est. Cost $30.56 Unrealized -12.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value $1.411M Shares 5,931 Est. Cost $176.60 Unrealized +27.2%
IWF ISHARES TR INDEX RUSSELL1000GRW 0.4%
Value $1.41M Shares 3,755 Est. Cost $244.59 Unrealized
VIG VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF 0.4%
Value $1.406M Shares 7,097 Est. Cost $134.57 Unrealized
AMGN AMGEN INC COM 0.3%
Value $1.359M Shares 4,219 Est. Cost $170.95 Unrealized +83.2%
ORCL ORACLE CORPORATION 0.3%
Value $1.359M Shares 7,977 Est. Cost $76.18 Unrealized +87.8%
DHR DANAHER CORPORATION 0.3%
Value $1.351M Shares 4,858 Est. Cost $123.54 Unrealized +112.4%
KO COCA COLA CO COM 0.3%
Value $1.335M Shares 18,580 Est. Cost $42.23 Unrealized +55.5%
HON HONEYWELL INTL INC COM 0.3%
Value $1.253M Shares 6,061 Est. Cost $141.15 Unrealized +33.4%
NFLX NETFLIX INC COM 0.3%
Value $1.252M Shares 1,765 Est. Cost $29.23 Unrealized +128.8%
CRM SALESFORCE COM INC COM 0.3%
Value $1.246M Shares 4,551 Est. Cost $196.72 Unrealized +29.0%
VTI VANGUARD TOTAL STK MKT ETF 0.3%
Value $1.239M Shares 4,375 Est. Cost $215.64 Unrealized
CI CIGNA CORP NEW 0.3%
Value $1.19M Shares 3,435 Est. Cost $185.47 Unrealized +80.6%
DIS DISNEY WALT CO COM 0.3%
Value $1.16M Shares 12,057 Est. Cost $114.51 Unrealized -20.9%
CVS CVS CORP. 0.3%
Value $1.153M Shares 18,331 Est. Cost $56.38 Unrealized -2.1%
NEE NEXTERA ENERGY INC 0.3%
Value $1.147M Shares 13,568 Est. Cost $63.70 Unrealized +17.5%
EMR EMERSON ELECTRIC 0.3%
Value $1.145M Shares 10,470 Est. Cost $61.79 Unrealized +70.0%
ETN EATON CORP CMN 0.3%
Value $1.123M Shares 3,387 Est. Cost $110.25 Unrealized +173.2%
DGRO ISHARES DIVIDEND GROWTH ETF 0.3%
Value $1.105M Shares 17,631 Est. Cost $53.51 Unrealized
IJH ISHARES TR S&P MIDCAP 400 0.3%
Value $1.074M Shares 17,238 Est. Cost $94.35 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value $1.074M Shares 4,098 Est. Cost $157.32 Unrealized +50.8%
CMI CUMMINS INC COM 0.3%
Value $1.064M Shares 3,287 Est. Cost $190.69 Unrealized +51.0%
NVO NOVO-NORDISK A S ADR 0.3%
Value $1.062M Shares 8,921 Est. Cost $79.24 Unrealized
WFC WELLS FARGO & CO NEW COM 0.3%
Value $1.055M Shares 18,674 Est. Cost $39.14 Unrealized +40.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value $1.053M Shares 1,703 Est. Cost $326.37 Unrealized +80.5%
GWW GRAINGER W.W. INC 0.3%
Value $1.032M Shares 993 Est. Cost $305.81 Unrealized +212.9%
AFL AFLAC INC COM 0.3%
Value $1.028M Shares 9,197 Est. Cost $42.52 Unrealized +132.2%
GS GOLDMAN SACHS 0.2%
Value $986K Shares 1,991 Est. Cost $296.29 Unrealized +60.3%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value $972K Shares 13,188 Est. Cost $42.22 Unrealized +59.1%
SO SOUTHERN COMPANY 0.2%
Value $956K Shares 10,598 Est. Cost $50.42 Unrealized +61.9%
IEMG ISHARES INC CORE MSCI EMKT 0.2%
Value $948K Shares 16,521 Est. Cost $49.48 Unrealized
SON SONOCO PRODS CO COM 0.2%
Value $917K Shares 16,788 Est. Cost $47.07 Unrealized +4.4%
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.2%
Value $915K Shares 15,511 Est. Cost $58.20 Unrealized
COP CONOCOPHILLIPS COM 0.2%
Value $905K Shares 8,599 Est. Cost $56.38 Unrealized +86.4%
EFA ISHARES TR INDEX MSCI EAFE IDX 0.2%
Value $904K Shares 10,811 Est. Cost $69.53 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.2%
Value $888K Shares 5,089 Est. Cost $144.63 Unrealized
MMM 3M COMPANY COM 0.2%
Value $876K Shares 6,409 Est. Cost $115.76 Unrealized +2.9%
IVE ISHARES TR S&P 500 VAL ETF 0.2%
Value $866K Shares 4,393 Est. Cost $192.52 Unrealized
UPS UNITED PARCEL SERVICE CL B COM 0.2%
Value $866K Shares 6,353 Est. Cost $125.49 Unrealized -3.9%
BMY BRISTOL MYERS SQUIBB 0.2%
Value $864K Shares 16,699 Est. Cost $42.44 Unrealized +2.9%
CMCSA COMCAST CORP NEW CL A 0.2%
Value $858K Shares 20,541 Est. Cost $33.74 Unrealized +11.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value $847K Shares 7,344 Est. Cost $72.71 Unrealized +45.7%
ECL ECOLAB INC COM 0.2%
Value $830K Shares 3,250 Est. Cost $155.59 Unrealized +54.9%
TSLA TESLA MTRS INC COM 0.2%
Value $818K Shares 3,128 Est. Cost $228.00 Unrealized +0.0%
QCOM QUALCOMM INC COM 0.2%
Value $807K Shares 4,744 Est. Cost $79.38 Unrealized +115.6%
AXP AMERICAN EXPRESS 0.2%
Value $786K Shares 2,900 Est. Cost $108.44 Unrealized +126.0%
DD DUPONT DE NEMOURS INC (NEW) 0.2%
Value $771K Shares 8,657 Est. Cost $21.29 Unrealized +54.9%
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value $770K Shares 9,870 Est. Cost $69.31 Unrealized
DOV DOVER CORP 0.2%
Value $764K Shares 3,987 Est. Cost $81.29 Unrealized +120.7%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value $756K Shares 4,206 Est. Cost $89.74 Unrealized +100.4%
VWO VANGUARD INTL EQUITY INDEX FEMR MKT ETF 0.2%
Value $747K Shares 15,619 Est. Cost $40.83 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.2%
Value $745K Shares 8,449 Est. Cost $59.33 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value $738K Shares 16,442 Est. Cost $37.70 Unrealized +1.8%
ASML ASML HOLDING NV NY REG SHS 0.2%
Value $737K Shares 884 Est. Cost $774.04 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value $727K Shares 5,532 Est. Cost $72.68 Unrealized +76.7%
MUB ISHARES TR NATIONAL MUN ETF 0.2%
Value $714K Shares 6,575 Est. Cost $110.89 Unrealized
BA BOEING CO COM 0.2%
Value $709K Shares 4,660 Est. Cost $268.40 Unrealized -36.1%
SBUX STARBUCKS CORP COM 0.2%
Value $707K Shares 7,250 Est. Cost $82.20 Unrealized +0.8%
FCX FREEPORT-MCMORAN COPPER & GOLD COM 0.2%
Value $706K Shares 14,149 Est. Cost $36.67 Unrealized +20.6%
IRM IRON MTN INC NEW COM 0.2%
Value $696K Shares 5,859 Est. Cost $39.86 Unrealized +156.1%
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.2%
Value $688K Shares 11,181 Est. Cost $60.84 Unrealized
CB CHUBB LIMITED COM 0.2%
Value $660K Shares 2,290 Est. Cost $191.74 Unrealized +41.2%
ABT ABBOTT LABS COM 0.2%
Value $653K Shares 5,731 Est. Cost $86.85 Unrealized +23.3%
IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 0.2%
Value $649K Shares 6,146 Est. Cost $105.63 Unrealized
RSP INVESCO ETF S&P 500 EQUAL WEIGHT 0.2%
Value $647K Shares 3,613 Est. Cost $143.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.2%
Value $638K Shares 3,672 Est. Cost $114.98 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value $630K Shares 3,839 Est. Cost $101.52 Unrealized +49.7%
NKE NIKE INC CL B 0.2%
Value $615K Shares 6,955 Est. Cost $79.47 Unrealized -4.4%
FEUS FLEXSHARES TR ESG & CLM US LRG 0.2%
Value $614K Shares 9,500 Est. Cost $41.28 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value $611K Shares 3,240 Est. Cost $120.93 Unrealized +38.9%
IWP ISHARES TR INDEX RUSSELL MCP GR 0.1%
Value $598K Shares 5,099 Est. Cost $108.46 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $589K Shares 3,188 Est. Cost $105.87 Unrealized +58.2%
IUSV ISHARES CORE S&P VALUE 0.1%
Value $585K Shares 6,124 Est. Cost $72.47 Unrealized
TRV ST PAUL TRAVELERS COS 0.1%
Value $583K Shares 2,492 Est. Cost $152.37 Unrealized +41.3%
USB US BANCORP DEL COM NEW 0.1%
Value $555K Shares 12,134 Est. Cost $38.18 Unrealized +7.7%
IR INGERSOLL RAND INC COM 0.1%
Value $551K Shares 5,612 Est. Cost $45.69 Unrealized +103.2%
MO ALTRIA GROUP INC 0.1%
Value $539K Shares 10,566 Est. Cost $31.65 Unrealized +43.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value $539K Shares 1,811 Est. Cost $200.25 Unrealized +31.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value $532K Shares 6,608 Est. Cost $25.42 Unrealized +169.6%
NOW SERVICENOW INC COM 0.1%
Value $521K Shares 583 Est. Cost $95.74 Unrealized +71.7%
ARISTA NETWORKS INC COM 0.1%
Value $520K Shares 1,356 Est. Cost $186.97 Unrealized
NOBL PROSHARES TR S&P 500 DV ARIST 0.1%
Value $519K Shares 4,866 Est. Cost $67.10 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value $516K Shares 2,497 Est. Cost $129.50 Unrealized +49.0%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value $507K Shares 6,084 Est. Cost $85.76 Unrealized
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value $500K Shares 2,636 Est. Cost $147.06 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value $498K Shares 4,233 Est. Cost $73.87 Unrealized +52.6%
O REALTY INCOME CORP COM 0.1%
Value $496K Shares 7,818 Est. Cost $49.43 Unrealized +11.3%
PAYX PAYCHEX INC COM 0.1%
Value $492K Shares 3,664 Est. Cost $68.26 Unrealized +78.6%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $486K Shares 1,868 Est. Cost $200.84 Unrealized -1.9%
EFV ISHARES TR MSCI VAL IDX 0.1%
Value $483K Shares 8,398 Est. Cost $48.86 Unrealized
WTM WHITE MTNS INS GROUP LTD COM 0.1%
Value $482K Shares 284 Est. Cost $1303.88 Unrealized +33.7%
LOW LOWES COMPANIES 0.1%
Value $481K Shares 1,775 Est. Cost $160.31 Unrealized +47.3%
T AT&T INC COM 0.1%
Value $476K Shares 21,636 Est. Cost $14.75 Unrealized +27.3%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value $469K Shares 6,236 Est. Cost $38.41 Unrealized +83.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value $454K Shares 5,830 Est. Cost $77.98 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.1%
Value $452K Shares 2,693 Est. Cost $167.67 Unrealized
BHP BHP BILLITON LTD SPONSORED ADR 0.1%
Value $451K Shares 7,264 Est. Cost $68.57 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.1%
Value $446K Shares 3,301 Est. Cost $61.75 Unrealized +125.7%
NVS NOVARTIS A G SPONSORED ADR 0.1%
Value $444K Shares 3,863 Est. Cost $97.63 Unrealized
KKR KKR & CO INC COM 0.1%
Value $442K Shares 3,385 Est. Cost $66.83 Unrealized +75.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value $442K Shares 3,639 Est. Cost $64.08 Unrealized +71.4%
AEP AMERICAN ELECTRIC POWER 0.1%
Value $439K Shares 4,274 Est. Cost $82.83 Unrealized +12.3%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.1%
Value $438K Shares 5,177 Est. Cost $75.49 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value $432K Shares 6,360 Est. Cost $51.06 Unrealized
AVY AVERY DENNISON CORP COM 0.1%
Value $428K Shares 1,941 Est. Cost $173.74 Unrealized +20.8%
VIOO VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 0.1%
Value $421K Shares 3,895 Est. Cost $108.18 Unrealized
DVY ISHARES TR INDEX DJ SEL DIV INX 0.1%
Value $417K Shares 3,086 Est. Cost $90.95 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value $413K Shares 8,300 Est. Cost $34.39 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $410K Shares 776 Est. Cost $396.39 Unrealized +20.6%
IYW ISHARES TR DJ US TECH SEC 0.1%
Value $406K Shares 2,680 Est. Cost $92.81 Unrealized
MET METLIFE INC COM 0.1%
Value $402K Shares 4,875 Est. Cost $31.88 Unrealized +125.4%
FDX FEDEX CORP 0.1%
Value $401K Shares 1,464 Est. Cost $207.76 Unrealized +35.4%
BAC BANK OF AMERICA CORP COM 0.1%
Value $401K Shares 10,097 Est. Cost $25.22 Unrealized +53.7%
VCSH VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF 0.1%
Value $400K Shares 5,042 Est. Cost $79.22 Unrealized
INTC INTEL COM 0.1%
Value $396K Shares 16,891 Est. Cost $40.42 Unrealized -38.4%
GILD GILEAD SCIENCES INC 0.1%
Value $393K Shares 4,684 Est. Cost $62.18 Unrealized +17.5%
SHEL SHELL PLC SPONSORED ADR REPRESENTING B SHRS 0.1%
Value $391K Shares 5,923 Est. Cost $60.92 Unrealized
FNF FIDELITY NATIONAL FINANCIAL FNF GROUP COM 0.1%
Value $389K Shares 6,261 Est. Cost $31.86 Unrealized +61.6%
INTU INTUIT COM 0.1%
Value $388K Shares 624 Est. Cost $470.55 Unrealized +34.5%
KVUE KENVUE INC COM 0.1%
Value $387K Shares 16,744 Est. Cost $20.54 Unrealized -4.4%
HCA HCA HLDGS INC COM 0.1%
Value $386K Shares 950 Est. Cost $193.55 Unrealized +87.1%
GLW CORNING INC COM 0.1%
Value $385K Shares 8,526 Est. Cost $30.53 Unrealized +33.8%
GLD SPDR GOLD TRUST GOLD SHS 0.1%
Value $382K Shares 1,571 Est. Cost $162.58 Unrealized
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value $363K Shares 2,370 Est. Cost $106.52 Unrealized +25.5%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value $360K Shares 3,468 Est. Cost $73.87 Unrealized +25.9%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value $349K Shares 5,243 Est. Cost $48.35 Unrealized
YOU CLEAR SECURE INC COM CL A 0.1%
Value $348K Shares 10,501 Est. Cost $24.93 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value $347K Shares 1,396 Est. Cost $147.72 Unrealized +55.6%
REGL PROSHARES TR S&P MDCP 400 DIV 0.1%
Value $345K Shares 4,224 Est. Cost $71.75 Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value $344K Shares 3,635 Est. Cost $54.71 Unrealized +69.3%
CLX CLOROX CO DEL COM 0.1%
Value $342K Shares 2,100 Est. Cost $127.99 Unrealized +10.3%
LEN LENNAR CORP 0.1%
Value $340K Shares 1,812 Est. Cost $116.88 Unrealized +40.5%
PKG PACKAGING CORP AMER COM 0.1%
Value $337K Shares 1,563 Est. Cost $115.54 Unrealized +66.1%
DEO DIAGEO P L C SPON ADR NEW 0.1%
Value $336K Shares 2,396 Est. Cost $150.49 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value $336K Shares 880 Est. Cost $266.70 Unrealized +29.3%
GOVT I SHARES US TREASURY BOND ETF 0.1%
Value $329K Shares 14,044 Est. Cost $23.05 Unrealized
SCHF SCHWAB STRATEGIC INTL EQUITYETF 0.1%
Value $328K Shares 7,982 Est. Cost $35.50 Unrealized
STT STATE STREET CORP 0.1%
Value $327K Shares 3,700 Est. Cost $57.49 Unrealized +37.0%
IQDF FLEXSHARES TRUST INTERNATIONAL QUALITY DIV 0.1%
Value $326K Shares 12,416 Est. Cost $26.29 Unrealized
TROW T. ROWE PRICE GROUP INC 0.1%
Value $326K Shares 2,996 Est. Cost $104.88 Unrealized -2.6%
MS MORGAN STANLEY DEAN WITTER 0.1%
Value $326K Shares 3,130 Est. Cost $74.81 Unrealized +29.5%
JMST J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL 0.1%
Value $322K Shares 6,319 Est. Cost $50.82 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value $321K Shares 1,437 Est. Cost $175.02 Unrealized +23.9%
ACWI ISHARES TR MSCI ACWI INDX 0.1%
Value $315K Shares 2,635 Est. Cost $88.28 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value $315K Shares 677 Est. Cost $388.96 Unrealized +23.5%
EXC EXELON CORP COM 0.1%
Value $313K Shares 7,718 Est. Cost $35.46 Unrealized +0.9%
DOW DOW INC COM 0.1%
Value $309K Shares 5,665 Est. Cost $41.11 Unrealized +16.6%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value $305K Shares 1,312 Est. Cost $180.00 Unrealized +17.1%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value $305K Shares 3,638 Est. Cost $74.71 Unrealized +5.5%
EFG ISHARES TR MSCI GRW IDX 0.1%
Value $301K Shares 2,796 Est. Cost $86.30 Unrealized
PPG PPG INDS INC COM 0.1%
Value $298K Shares 2,248 Est. Cost $97.42 Unrealized +25.2%
C CITIGROUP INC COM NEW 0.1%
Value $296K Shares 4,731 Est. Cost $41.53 Unrealized +43.1%
SPSM SPDR SER TR PORTFOLIO SM ETF 0.1%
Value $295K Shares 6,491 Est. Cost $37.10 Unrealized
SYY SYSCO CORP COM 0.1%
Value $293K Shares 3,759 Est. Cost $72.80 Unrealized -0.9%
LIN LINDE PLC COM EURO .001 0.1%
Value $293K Shares 615 Est. Cost $385.60 Unrealized +16.2%
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.1%
Value $292K Shares 3,007 Est. Cost $79.35 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $291K Shares 3,229 Est. Cost $74.48 Unrealized +8.5%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value $286K Shares 3,806 Est. Cost $82.30 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value $286K Shares 4,400 Est. Cost $48.47 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value $285K Shares 2,427 Est. Cost $117.62 Unrealized
USMV ISHARES TR USA MIN VOL ETF 0.1%
Value $281K Shares 3,077 Est. Cost $54.21 Unrealized
PH PARKER HANNIFIN CORP COM 0.1%
Value $278K Shares 440 Est. Cost $527.65 Unrealized +6.2%
LH LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value $278K Shares 1,242 Est. Cost $199.50 Unrealized +8.4%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.1%
Value $277K Shares 1,948 Est. Cost $111.41 Unrealized
FLR FLUOR CORP. (NEW) 0.1%
Value $275K Shares 5,768 Est. Cost $33.49 Unrealized +40.8%
BP BP AMOCO PLC ADS (UK) 0.1%
Value $273K Shares 8,702 Est. Cost $30.37 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value $272K Shares 4,705 Est. Cost $47.54 Unrealized +7.6%
WM WASTE MANAGEMENT INC DEL 0.1%
Value $269K Shares 1,295 Est. Cost $162.45 Unrealized +25.8%
COWZ PACER FDS TR US CASH COWS 100 0.1%
Value $268K Shares 4,630 Est. Cost $42.47 Unrealized
BN BROOKFIELD ASSET MGMT INC 0.1%
Value $267K Shares 5,023 Est. Cost $22.45 Unrealized +39.3%
QUAL ISHARES TR USA QUALITY FCTR 0.1%
Value $267K Shares 1,487 Est. Cost $131.79 Unrealized
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.1%
Value $267K Shares 4,623 Est. Cost $57.67 Unrealized
TEVA TEVA PHARMACEUTICAL INDUS. LTD ADR 0.1%
Value $266K Shares 14,770 Est. Cost $9.66 Unrealized
SPLV INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL 0.1%
Value $265K Shares 3,699 Est. Cost $48.60 Unrealized
MDY SPDR S & P MIDCAP ETF 0.1%
Value $264K Shares 464 Est. Cost $456.64 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $264K Shares 537 Est. Cost $398.28 Unrealized +16.9%
BNDX VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF 0.1%
Value $263K Shares 5,228 Est. Cost $48.92 Unrealized
IWS ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND 0.1%
Value $259K Shares 1,960 Est. Cost $116.29 Unrealized
CP CANADIAN PAC RY LTD COM 0.1%
Value $259K Shares 3,025 Est. Cost $72.31 Unrealized +12.6%
HELO J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA 0.1%
Value $258K Shares 4,220 Est. Cost $61.13 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value $255K Shares 315 Est. Cost $655.29 Unrealized +8.5%
VTES VANGUARD WELLINGTON FD SHORT TRM TAX EX 0.1%
Value $253K Shares 2,490 Est. Cost $101.42 Unrealized
ALLE ALLEGION PUB LTD CO ORD SHS 0.1%
Value $251K Shares 1,720 Est. Cost $114.61 Unrealized +13.9%
CCI CROWN CASTLE INC COM 0.1%
Value $251K Shares 2,112 Est. Cost $102.00 Unrealized 0.0%
CMS CMS ENERGY CORP 0.1%
Value $250K Shares 3,539 Est. Cost $52.28 Unrealized +20.6%
PLD PROLOGIS INC COM 0.1%
Value $249K Shares 1,975 Est. Cost $65.19 Unrealized +81.1%
SOXX ISHARES TR PHLX SEMICND ETF 0.1%
Value $248K Shares 1,074 Est. Cost $356.45 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value $245K Shares 3,121 Est. Cost $76.61 Unrealized
LAM RESEARCH CORP COM 0.1%
Value $244K Shares 299 Est. Cost $783.25 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value $241K Shares 5,753 Est. Cost $45.36 Unrealized -5.9%
OEF I SHARES TR S&P 100 ETF 0.1%
Value $241K Shares 870 Est. Cost $264.29 Unrealized
SPYV SPDR SER TR PRTFLO S&P500 VL 0.1%
Value $239K Shares 4,513 Est. Cost $36.29 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value $236K Shares 454 Est. Cost $446.64 Unrealized +16.6%
XBI SPDR SERIES TRUST S&P BIOTECH 0.1%
Value $236K Shares 2,388 Est. Cost $98.80 Unrealized
IHE ISHARES TR DJ PHARMA INDX 0.1%
Value $233K Shares 3,300 Est. Cost $106.01 Unrealized
ICE INTERCONTINENTALEXCHANGE INCCOM 0.1%
Value $230K Shares 1,433 Est. Cost $151.68 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value $230K Shares 817 Est. Cost $278.61 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value $228K Shares 3,172 Est. Cost $63.85 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCOM 0.1%
Value $226K Shares 2,699 Est. Cost $76.62 Unrealized 0.0%
IGV ISHARES TR EXPANDED TECH 0.1%
Value $226K Shares 2,525 Est. Cost $86.90 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.1%
Value $224K Shares 4,264 Est. Cost $50.20 Unrealized
AVUV TR AVANTIS 0.1%
Value $224K Shares 2,334 Est. Cost $89.72 Unrealized
EES WISDOMTREE TRUST SMLCAP EARN FD 0.1%
Value $222K Shares 4,200 Est. Cost $52.75 Unrealized
VXUS VANGUARD STAR FD VG TL INTL STK F 0.1%
Value $219K Shares 3,389 Est. Cost $57.95 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $219K Shares 950 Est. Cost $207.63 Unrealized +6.0%
OGE OGE ENERGY CORP COM 0.1%
Value $217K Shares 5,280 Est. Cost $38.81 Unrealized 0.0%
CTVA CORTEVA INC COM 0.1%
Value $217K Shares 3,684 Est. Cost $53.80 Unrealized 0.0%
FERG FERGUSON PLC NEW 0.1%
Value $216K Shares 1,090 Est. Cost $197.54 Unrealized 0.0%
EQIX EQUINIX INC COM 0.1%
Value $215K Shares 242 Est. Cost $794.65 Unrealized 0.0%
DON WISDOMTREE TRUST MIDCAP DIVI FD 0.1%
Value $215K Shares 4,200 Est. Cost $51.13 Unrealized
RUSHA RUSH ENTERPRISES INC CL A 0.1%
Value $214K Shares 4,050 Est. Cost $49.60 Unrealized 0.0%
BSV VANGUARD BD INDEX FD INC SHORT TRM BOND 0.1%
Value $210K Shares 2,669 Est. Cost $75.56 Unrealized
ADSK AUTODESK INC COM 0.1%
Value $209K Shares 760 Est. Cost $251.72 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR 0.1%
Value $209K Shares 927 Est. Cost $225.76 Unrealized
HYGV FLEXSHARES TR HIG YLD VL ETF 0.1%
Value $207K Shares 4,977 Est. Cost $41.66 Unrealized
HLN HALEON PLC SPNSD ADR 0.0%
Value $159K Shares 15,019 Est. Cost $8.31 Unrealized
DNP SELECT INCOME FUND 0.0%
Value $102K Shares 10,200 Est. Cost $11.25 Unrealized
WIT WIPRO LTD SPONS ADR 0.0%
Value $88,484 Shares 13,655 Est. Cost $5.63 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value $47,451 Shares 19,448 Est. Cost $2.44 Unrealized