Lewis Asset Management, LLC Diversified Active

CIK: 0002004520 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 14, 2025

Total Value ($000): $212,605 (100.0% shares, 0.0% debt)

Holdings (176)

NVDA NVIDIA CORPORATION 8.5%
Value ($000) $18,025 Shares 114,087 Est. Cost $98.06 Unrealized +28.3%
AAPL APPLE INC 5.0%
Value ($000) $10,699 Shares 52,145 Est. Cost $187.42 Unrealized +7.5%
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $7,915 Shares 12,810 Est. Cost $617.85 Unrealized
AMZN AMAZON COM INC 3.7%
Value ($000) $7,912 Shares 36,064 Est. Cost $159.55 Unrealized +24.0%
MSFT MICROSOFT CORP 3.3%
Value ($000) $7,036 Shares 14,145 Est. Cost $374.86 Unrealized +15.3%
META META PLATFORMS INC 3.0%
Value ($000) $6,472 Shares 8,769 Est. Cost $323.40 Unrealized +90.7%
ORCL ORACLE CORP 2.0%
Value ($000) $4,243 Shares 19,409 Est. Cost $144.21 Unrealized +11.5%
VUG VANGUARD INDEX FDS 2.0%
Value ($000) $4,227 Shares 9,641 Est. Cost $438.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $3,943 Shares 8,118 Est. Cost $371.58 Unrealized +36.7%
SDY SPDR SERIES TRUST 1.8%
Value ($000) $3,791 Shares 27,933 Est. Cost $126.17 Unrealized
AVGO BROADCOM INC 1.8%
Value ($000) $3,740 Shares 13,568 Est. Cost $167.53 Unrealized +28.9%
DIA SPDR DOW JONES INDL AVERAGE 1.7%
Value ($000) $3,594 Shares 8,155 Est. Cost $440.65 Unrealized
GOOGL ALPHABET INC 1.5%
Value ($000) $3,235 Shares 18,359 Est. Cost $150.45 Unrealized +8.5%
GOOG ALPHABET INC 1.5%
Value ($000) $3,235 Shares 18,235 Est. Cost $137.75 Unrealized +19.7%
CRWD CROWDSTRIKE HLDGS INC 1.3%
Value ($000) $2,868 Shares 5,631 Est. Cost $223.42 Unrealized +94.1%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $2,794 Shares 2,822 Est. Cost $828.18 Unrealized +19.6%
QXO QXO INC 1.3%
Value ($000) $2,741 Shares 127,230 Est. Cost $17.47 Unrealized -6.0%
UYLD ANGEL OAK FUNDS TRUST 1.2%
Value ($000) $2,553 Shares 49,996 Est. Cost $50.67 Unrealized
WMT WALMART INC 1.2%
Value ($000) $2,509 Shares 25,663 Est. Cost $87.74 Unrealized +8.0%
IJR ISHARES TR 1.1%
Value ($000) $2,443 Shares 22,352 Est. Cost $108.53 Unrealized
RITM RITHM CAPITAL CORP 1.1%
Value ($000) $2,441 Shares 216,203 Est. Cost $10.68 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $2,389 Shares 42,015 Est. Cost $56.18 Unrealized
ABBV ABBVIE INC 1.0%
Value ($000) $2,211 Shares 11,910 Est. Cost $141.83 Unrealized +28.8%
ABT ABBOTT LABS 1.0%
Value ($000) $2,172 Shares 15,968 Est. Cost $124.85 Unrealized +4.6%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,134 Shares 13,970 Est. Cost $148.65 Unrealized +1.5%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $1,895 Shares 3,435 Est. Cost $462.53 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,814 Shares 11,386 Est. Cost $151.97 Unrealized +5.8%
MDY SPDR S&P MIDCAP 400 ETF TR 0.9%
Value ($000) $1,808 Shares 3,191 Est. Cost $566.49 Unrealized
LLY ELI LILLY & CO 0.8%
Value ($000) $1,792 Shares 2,299 Est. Cost $687.58 Unrealized +12.5%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $1,732 Shares 2,447 Est. Cost $429.73 Unrealized +33.0%
UBER UBER TECHNOLOGIES INC 0.8%
Value ($000) $1,722 Shares 18,453 Est. Cost $70.83 Unrealized +16.2%
CRM SALESFORCE INC 0.8%
Value ($000) $1,635 Shares 5,996 Est. Cost $224.29 Unrealized +18.6%
V VISA INC 0.7%
Value ($000) $1,453 Shares 4,092 Est. Cost $288.97 Unrealized +20.1%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,453 Shares 10,146 Est. Cost $138.06 Unrealized -0.8%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $1,450 Shares 10,217 Est. Cost $117.28 Unrealized -7.2%
IYW ISHARES TR 0.7%
Value ($000) $1,442 Shares 8,322 Est. Cost $173.27 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $1,417 Shares 4,850 Est. Cost $303.54 Unrealized 0.0%
CSCO CISCO SYS INC 0.7%
Value ($000) $1,383 Shares 19,941 Est. Cost $55.22 Unrealized +9.4%
IWO ISHARES TR 0.6%
Value ($000) $1,365 Shares 4,776 Est. Cost $285.85 Unrealized
TEAM ATLASSIAN CORPORATION 0.6%
Value ($000) $1,332 Shares 6,560 Est. Cost $196.33 Unrealized +6.1%
IEF ISHARES TR 0.6%
Value ($000) $1,247 Shares 13,017 Est. Cost $96.39 Unrealized
ENB ENBRIDGE INC 0.6%
Value ($000) $1,246 Shares 27,484 Est. Cost $37.34 Unrealized +17.2%
EQT EQT CORP 0.6%
Value ($000) $1,201 Shares 20,598 Est. Cost $36.43 Unrealized +47.1%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $1,195 Shares 3,875 Est. Cost $280.10 Unrealized +7.9%
VKTX VIKING THERAPEUTICS INC 0.5%
Value ($000) $1,168 Shares 44,060 Est. Cost $53.16 Unrealized -50.5%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,109 Shares 10,286 Est. Cost $103.79 Unrealized +0.7%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,105 Shares 3,464 Est. Cost $193.31 Unrealized +44.5%
TOST TOAST INC 0.5%
Value ($000) $1,092 Shares 24,649 Est. Cost $17.33 Unrealized +126.8%
TSLA TESLA INC 0.5%
Value ($000) $1,045 Shares 3,289 Est. Cost $244.59 Unrealized +23.2%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,039 Shares 5,703 Est. Cost $146.82 Unrealized +14.0%
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,033 Shares 46,759 Est. Cost $27.82 Unrealized
MDYV SPDR SERIES TRUST 0.5%
Value ($000) $1,028 Shares 12,936 Est. Cost $73.38 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,024 Shares 23,659 Est. Cost $32.10 Unrealized +30.3%
MDYG SPDR SERIES TRUST 0.5%
Value ($000) $997 Shares 11,471 Est. Cost $75.67 Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $987 Shares 1,817 Est. Cost $301.38 Unrealized +73.5%
KO COCA COLA CO 0.5%
Value ($000) $970 Shares 13,716 Est. Cost $65.79 Unrealized +6.1%
NFLX NETFLIX INC 0.4%
Value ($000) $951 Shares 710 Est. Cost $97.00 Unrealized +16.6%
HON HONEYWELL INTL INC 0.4%
Value ($000) $929 Shares 3,989 Est. Cost $199.66 Unrealized 0.0%
LNG CHENIERE ENERGY INC 0.4%
Value ($000) $924 Shares 3,795 Est. Cost $171.18 Unrealized +35.3%
RTX RTX CORPORATION 0.4%
Value ($000) $922 Shares 6,317 Est. Cost $125.11 Unrealized +5.3%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $905 Shares 3,574 Est. Cost $210.10 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $893 Shares 5,967 Est. Cost $112.84 Unrealized +19.7%
AMGN AMGEN INC 0.4%
Value ($000) $876 Shares 3,137 Est. Cost $275.58 Unrealized +0.8%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $831 Shares 2,865 Est. Cost $185.30 Unrealized +36.4%
NOW SERVICENOW INC 0.4%
Value ($000) $826 Shares 803 Est. Cost $131.24 Unrealized +43.8%
AES AES CORP 0.4%
Value ($000) $806 Shares 76,633 Est. Cost $11.02 Unrealized -5.9%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $800 Shares 2,714 Est. Cost $148.83 Unrealized +70.5%
ARCC ARES CAPITAL CORP 0.4%
Value ($000) $792 Shares 36,084 Est. Cost $17.05 Unrealized +17.2%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $762 Shares 5,670 Est. Cost $120.64 Unrealized +1.4%
MCK MCKESSON CORP 0.4%
Value ($000) $762 Shares 1,040 Est. Cost $703.74 Unrealized 0.0%
MO ALTRIA GROUP INC 0.4%
Value ($000) $761 Shares 12,972 Est. Cost $55.95 Unrealized 0.0%
LOW LOWES COS INC 0.3%
Value ($000) $740 Shares 3,335 Est. Cost $205.48 Unrealized +7.4%
GWW GRAINGER W W INC 0.3%
Value ($000) $728 Shares 700 Est. Cost $1033.16 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $725 Shares 5,622 Est. Cost $115.24 Unrealized +14.3%
URA GLOBAL X FDS 0.3%
Value ($000) $719 Shares 18,514 Est. Cost $28.07 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $704 Shares 12,939 Est. Cost $54.40 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $699 Shares 1,907 Est. Cost $335.56 Unrealized +6.1%
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $696 Shares 36,700 Est. Cost $19.23 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $690 Shares 5,060 Est. Cost $47.80 Unrealized +145.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $689 Shares 4,327 Est. Cost $129.96 Unrealized +11.6%
TJX TJX COS INC NEW 0.3%
Value ($000) $680 Shares 5,503 Est. Cost $95.31 Unrealized +32.1%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $666 Shares 2,700 Est. Cost $245.13 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $656 Shares 3,204 Est. Cost $175.16 Unrealized +6.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $643 Shares 2,060 Est. Cost $469.23 Unrealized -20.1%
VFH VANGUARD WORLD FD 0.3%
Value ($000) $631 Shares 4,956 Est. Cost $94.09 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $616 Shares 13,009 Est. Cost $40.82 Unrealized +1.5%
IGSB ISHARES TR 0.3%
Value ($000) $605 Shares 11,470 Est. Cost $51.27 Unrealized
ROST ROSS STORES INC 0.3%
Value ($000) $589 Shares 4,620 Est. Cost $137.79 Unrealized 0.0%
TLT ISHARES TR 0.3%
Value ($000) $585 Shares 6,632 Est. Cost $95.62 Unrealized
NOBL PROSHARES TR 0.3%
Value ($000) $574 Shares 5,700 Est. Cost $95.20 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $569 Shares 23,472 Est. Cost $23.44 Unrealized -4.7%
LQD ISHARES TR 0.3%
Value ($000) $564 Shares 5,144 Est. Cost $109.61 Unrealized
ROP ROPER TECHNOLOGIES INC 0.3%
Value ($000) $558 Shares 985 Est. Cost $531.60 Unrealized +5.7%
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $557 Shares 5,099 Est. Cost $78.02 Unrealized
COWZ PACER FDS TR 0.3%
Value ($000) $537 Shares 9,748 Est. Cost $55.10 Unrealized
VRSN VERISIGN INC 0.2%
Value ($000) $531 Shares 1,840 Est. Cost $225.24 Unrealized +19.4%
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $531 Shares 25,375 Est. Cost $20.92 Unrealized
CRNX CRINETICS PHARMACEUTICALS IN 0.2%
Value ($000) $529 Shares 18,400 Est. Cost $41.67 Unrealized -25.9%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $516 Shares 1,932 Est. Cost $143.35 Unrealized +79.7%
IJH ISHARES TR 0.2%
Value ($000) $509 Shares 8,210 Est. Cost $95.39 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $508 Shares 2,221 Est. Cost $229.63 Unrealized 0.0%
CAVA CAVA GROUP INC 0.2%
Value ($000) $504 Shares 5,985 Est. Cost $85.28 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $492 Shares 2,199 Est. Cost $180.80 Unrealized 0.0%
CARY ANGEL OAK FUNDS TRUST 0.2%
Value ($000) $481 Shares 23,118 Est. Cost $20.77 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $473 Shares 4,856 Est. Cost $78.86 Unrealized 0.0%
INDA ISHARES TR 0.2%
Value ($000) $471 Shares 8,465 Est. Cost $55.68 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $471 Shares 2,574 Est. Cost $154.03 Unrealized +2.2%
EMR EMERSON ELEC CO 0.2%
Value ($000) $463 Shares 3,476 Est. Cost $113.54 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.2%
Value ($000) $459 Shares 3,084 Est. Cost $96.11 Unrealized +46.6%
SMH VANECK ETF TRUST 0.2%
Value ($000) $458 Shares 1,642 Est. Cost $180.61 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $457 Shares 175 Est. Cost $2335.36 Unrealized 0.0%
IVV ISHARES TR 0.2%
Value ($000) $447 Shares 720 Est. Cost $620.90 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $446 Shares 793 Est. Cost $466.01 Unrealized +18.3%
SMDV PROSHARES TR 0.2%
Value ($000) $445 Shares 6,835 Est. Cost $64.92 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $440 Shares 2,526 Est. Cost $126.21 Unrealized +26.9%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $439 Shares 5,176 Est. Cost $85.58 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $433 Shares 9,348 Est. Cost $45.68 Unrealized +3.3%
MTB M & T BK CORP 0.2%
Value ($000) $432 Shares 2,229 Est. Cost $117.30 Unrealized +47.4%
SYK STRYKER CORPORATION 0.2%
Value ($000) $428 Shares 1,082 Est. Cost $371.54 Unrealized 0.0%
ITA ISHARES TR 0.2%
Value ($000) $428 Shares 2,269 Est. Cost $127.58 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $420 Shares 2,846 Est. Cost $147.52 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $420 Shares 3,907 Est. Cost $53.52 Unrealized +89.1%
BSEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $416 Shares 9,206 Est. Cost $36.68 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $403 Shares 7,184 Est. Cost $50.88 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value ($000) $398 Shares 3,018 Est. Cost $131.03 Unrealized 0.0%
GE GE AEROSPACE 0.2%
Value ($000) $389 Shares 1,511 Est. Cost $218.59 Unrealized 0.0%
AFL AFLAC INC 0.2%
Value ($000) $385 Shares 3,654 Est. Cost $82.60 Unrealized +25.5%
FOUR SHIFT4 PMTS INC 0.2%
Value ($000) $357 Shares 3,600 Est. Cost $60.13 Unrealized +45.0%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $356 Shares 3,601 Est. Cost $69.29 Unrealized +17.5%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $353 Shares 4,407 Est. Cost $71.15 Unrealized 0.0%
AGG ISHARES TR 0.2%
Value ($000) $348 Shares 3,513 Est. Cost $99.19 Unrealized
FDBC FIDELITY D & D BANCORP INC 0.2%
Value ($000) $343 Shares 7,456 Est. Cost $46.53 Unrealized -14.7%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $342 Shares 1,214 Est. Cost $260.33 Unrealized +3.0%
IJJ ISHARES TR 0.2%
Value ($000) $340 Shares 2,750 Est. Cost $123.58 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $339 Shares 14,596 Est. Cost $38.75 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.2%
Value ($000) $336 Shares 35,825 Est. Cost $25.75 Unrealized -68.1%
LYFT LYFT INC 0.2%
Value ($000) $335 Shares 21,250 Est. Cost $14.01 Unrealized 0.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $335 Shares 1,098 Est. Cost $257.41 Unrealized
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $331 Shares 1,625 Est. Cost $199.04 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $313 Shares 2,524 Est. Cost $102.81 Unrealized 0.0%
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $309 Shares 6,154 Est. Cost $41.12 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $307 Shares 9,618 Est. Cost $24.93 Unrealized +23.6%
IWP ISHARES TR 0.1%
Value ($000) $298 Shares 2,151 Est. Cost $138.68 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $296 Shares 1,500 Est. Cost $193.02 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $294 Shares 3,275 Est. Cost $84.09 Unrealized 0.0%
BLK BLACKROCK INC 0.1%
Value ($000) $286 Shares 273 Est. Cost $933.09 Unrealized 0.0%
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $283 Shares 4,518 Est. Cost $62.58 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $279 Shares 14,843 Est. Cost $19.59 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $279 Shares 1,494 Est. Cost $135.64 Unrealized +41.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $270 Shares 1,224 Est. Cost $192.59 Unrealized +9.2%
BA BOEING CO 0.1%
Value ($000) $259 Shares 1,238 Est. Cost $202.00 Unrealized -6.5%
MS MORGAN STANLEY 0.1%
Value ($000) $259 Shares 1,841 Est. Cost $98.17 Unrealized +23.2%
IWB ISHARES TR 0.1%
Value ($000) $259 Shares 762 Est. Cost $314.31 Unrealized
QTUM ETF SER SOLUTIONS 0.1%
Value ($000) $258 Shares 2,805 Est. Cost $91.81 Unrealized
APPF APPFOLIO INC 0.1%
Value ($000) $254 Shares 1,105 Est. Cost $217.62 Unrealized +0.2%
UNP UNION PAC CORP 0.1%
Value ($000) $252 Shares 1,096 Est. Cost $218.47 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $250 Shares 1,585 Est. Cost $146.85 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $246 Shares 531 Est. Cost $509.22 Unrealized -9.8%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $243 Shares 707 Est. Cost $365.83 Unrealized -5.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $243 Shares 2,706 Est. Cost $94.50 Unrealized -6.9%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $242 Shares 2,690 Est. Cost $91.18 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $241 Shares 2,385 Est. Cost $94.10 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value ($000) $235 Shares 2,834 Est. Cost $83.04 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $232 Shares 3,058 Est. Cost $64.89 Unrealized +9.6%
PWR QUANTA SVCS INC 0.1%
Value ($000) $231 Shares 610 Est. Cost $320.76 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $228 Shares 10,757 Est. Cost $23.00 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $224 Shares 4,280 Est. Cost $52.37 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $220 Shares 495 Est. Cost $463.53 Unrealized -0.6%
EPR EPR PPTYS 0.1%
Value ($000) $220 Shares 3,769 Est. Cost $58.26 Unrealized
AON AON PLC 0.1%
Value ($000) $217 Shares 609 Est. Cost $361.30 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $215 Shares 2,342 Est. Cost $85.17 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $214 Shares 3,700 Est. Cost $54.42 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $209 Shares 2,295 Est. Cost $90.04 Unrealized 0.0%
GEV GE VERNOVA INC 0.1%
Value ($000) $208 Shares 393 Est. Cost $415.97 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $206 Shares 993 Est. Cost $174.27 Unrealized 0.0%
ICLN ISHARES TR 0.1%
Value ($000) $131 Shares 10,000 Est. Cost $13.11 Unrealized