Trueblood Wealth Management, LLC Diversified Active

CIK: 0002005380 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 24, 2025

Total Value ($000): $256,406 (100.0% shares, 0.0% debt)

Holdings (254)

JPM JPMORGAN CHASE & CO. 5.5%
Value ($000) $13,986 Shares 44,339 Est. Cost $144.89 Unrealized +104.2%
AAPL APPLE INC 3.5%
Value ($000) $9,043 Shares 35,516 Est. Cost $182.81 Unrealized +23.4%
MSFT MICROSOFT CORP 3.0%
Value ($000) $7,589 Shares 14,653 Est. Cost $355.12 Unrealized +43.2%
RSP INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $3,995 Shares 21,060 Est. Cost $170.72 Unrealized
ORCL ORACLE CORP 1.5%
Value ($000) $3,873 Shares 13,770 Est. Cost $113.00 Unrealized +124.9%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $3,693 Shares 19,792 Est. Cost $99.15 Unrealized +75.8%
RDVI FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $3,686 Shares 142,575 Est. Cost $23.65 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $3,537 Shares 93,044 Est. Cost $33.85 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 1.3%
Value ($000) $3,302 Shares 39,627 Est. Cost $73.87 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.2%
Value ($000) $3,135 Shares 10,121 Est. Cost $238.55 Unrealized +25.8%
CINF CINCINNATI FINL CORP 1.1%
Value ($000) $2,799 Shares 17,705 Est. Cost $97.09 Unrealized +54.7%
CAT CATERPILLAR INC 1.1%
Value ($000) $2,747 Shares 5,756 Est. Cost $255.13 Unrealized +66.7%
CGGO CAPITAL GROUP GBL GROWTH EQT 1.0%
Value ($000) $2,644 Shares 77,366 Est. Cost $28.19 Unrealized
RSG REPUBLIC SVCS INC 1.0%
Value ($000) $2,551 Shares 11,116 Est. Cost $169.67 Unrealized +37.5%
FGD FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $2,486 Shares 86,464 Est. Cost $23.58 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,305 Shares 14,845 Est. Cost $137.95 Unrealized +10.4%
WMT WALMART INC 0.9%
Value ($000) $2,290 Shares 22,224 Est. Cost $71.15 Unrealized +39.5%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $2,259 Shares 3,688 Est. Cost $510.80 Unrealized
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $2,137 Shares 8,667 Est. Cost $314.01 Unrealized -17.0%
IFV FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $2,121 Shares 86,625 Est. Cost $20.10 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $2,096 Shares 5,174 Est. Cost $299.05 Unrealized +30.1%
LIN LINDE PLC 0.8%
Value ($000) $2,090 Shares 4,400 Est. Cost $396.59 Unrealized +18.7%
CGUS CAPITAL GROUP CORE EQUITY ET 0.8%
Value ($000) $2,079 Shares 52,573 Est. Cost $34.05 Unrealized
GDX VANECK ETF TRUST 0.8%
Value ($000) $2,055 Shares 26,901 Est. Cost $32.03 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $2,053 Shares 9,351 Est. Cost $167.38 Unrealized +35.2%
AVGO BROADCOM INC 0.8%
Value ($000) $2,017 Shares 6,113 Est. Cost $155.29 Unrealized +96.9%
ADI ANALOG DEVICES INC 0.8%
Value ($000) $1,965 Shares 7,998 Est. Cost $177.28 Unrealized +34.8%
FTCS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,947 Shares 20,787 Est. Cost $86.60 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $1,865 Shares 6,678 Est. Cost $106.63 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $1,842 Shares 2,313 Est. Cost $358.51 Unrealized +105.0%
BRO BROWN & BROWN INC 0.7%
Value ($000) $1,834 Shares 19,554 Est. Cost $74.49 Unrealized +30.5%
V VISA INC 0.7%
Value ($000) $1,732 Shares 5,073 Est. Cost $292.48 Unrealized +18.0%
APH AMPHENOL CORP NEW 0.7%
Value ($000) $1,728 Shares 13,966 Est. Cost $65.41 Unrealized +67.3%
CGDG CAPITAL GROUP DIVIDEND GROWE 0.7%
Value ($000) $1,710 Shares 49,361 Est. Cost $30.44 Unrealized
SYK STRYKER CORPORATION 0.7%
Value ($000) $1,698 Shares 4,592 Est. Cost $322.97 Unrealized +19.1%
SLYV SPDR SERIES TRUST 0.7%
Value ($000) $1,690 Shares 19,059 Est. Cost $83.86 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $1,684 Shares 5,738 Est. Cost $230.49 Unrealized +29.2%
GUARANTY BANCSHARES INC TEX 0.6%
Value ($000) $1,662 Shares 34,100 Est. Cost $48.75 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.6%
Value ($000) $1,651 Shares 6,933 Est. Cost $180.08 Unrealized +37.3%
TSCO TRACTOR SUPPLY CO 0.6%
Value ($000) $1,642 Shares 28,879 Est. Cost $52.43 Unrealized +11.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,637 Shares 3,256 Est. Cost $373.84 Unrealized +29.6%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,601 Shares 5,270 Est. Cost $259.91 Unrealized +16.0%
WELL WELLTOWER INC 0.6%
Value ($000) $1,600 Shares 8,983 Est. Cost $83.08 Unrealized +96.7%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,597 Shares 1,725 Est. Cost $689.98 Unrealized +38.7%
CGIE CAPITAL GROUP INTERNATIONAL 0.6%
Value ($000) $1,592 Shares 47,224 Est. Cost $29.75 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.6%
Value ($000) $1,587 Shares 53,563 Est. Cost $24.95 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,586 Shares 6,849 Est. Cost $142.01 Unrealized +42.2%
QCOM QUALCOMM INC 0.6%
Value ($000) $1,585 Shares 9,525 Est. Cost $133.03 Unrealized +18.2%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,573 Shares 13,953 Est. Cost $97.75 Unrealized +12.2%
SNA SNAP ON INC 0.6%
Value ($000) $1,561 Shares 4,506 Est. Cost $270.16 Unrealized +19.9%
CGGR CAPITAL GROUP GROWTH ETF 0.6%
Value ($000) $1,546 Shares 35,202 Est. Cost $35.06 Unrealized
CB CHUBB LIMITED 0.6%
Value ($000) $1,525 Shares 5,404 Est. Cost $233.22 Unrealized +18.0%
IEFA ISHARES TR 0.6%
Value ($000) $1,504 Shares 17,224 Est. Cost $75.06 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.6%
Value ($000) $1,503 Shares 25,174 Est. Cost $53.61 Unrealized +26.1%
INTU INTUIT 0.6%
Value ($000) $1,477 Shares 2,163 Est. Cost $569.70 Unrealized +26.3%
FV FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,454 Shares 23,489 Est. Cost $54.71 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.6%
Value ($000) $1,452 Shares 34,542 Est. Cost $35.42 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,447 Shares 7,804 Est. Cost $143.82 Unrealized +17.9%
FAST FASTENAL CO 0.6%
Value ($000) $1,442 Shares 29,403 Est. Cost $38.07 Unrealized +23.3%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,430 Shares 5,883 Est. Cost $135.68 Unrealized +54.2%
KKR KKR & CO INC 0.6%
Value ($000) $1,426 Shares 10,976 Est. Cost $69.79 Unrealized +103.0%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,354 Shares 4,076 Est. Cost $211.23 Unrealized +49.9%
CASY CASEYS GEN STORES INC 0.5%
Value ($000) $1,352 Shares 2,391 Est. Cost $335.94 Unrealized +55.4%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.5%
Value ($000) $1,346 Shares 51,972 Est. Cost $22.53 Unrealized
IEMG ISHARES INC 0.5%
Value ($000) $1,302 Shares 19,756 Est. Cost $53.80 Unrealized
WSO WATSCO INC 0.5%
Value ($000) $1,295 Shares 3,204 Est. Cost $400.25 Unrealized +6.8%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,272 Shares 8,279 Est. Cost $141.93 Unrealized +9.1%
NSC NORFOLK SOUTHN CORP 0.5%
Value ($000) $1,259 Shares 4,192 Est. Cost $200.12 Unrealized +37.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,254 Shares 21,967 Est. Cost $54.98 Unrealized
WEC WEC ENERGY GROUP INC 0.5%
Value ($000) $1,233 Shares 10,758 Est. Cost $76.27 Unrealized +40.4%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,217 Shares 4,315 Est. Cost $186.11 Unrealized +39.5%
SPLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,212 Shares 16,497 Est. Cost $62.95 Unrealized
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $1,189 Shares 16,183 Est. Cost $59.44 Unrealized
CTAS CINTAS CORP 0.5%
Value ($000) $1,177 Shares 5,733 Est. Cost $192.29 Unrealized +10.7%
NDAQ NASDAQ INC 0.5%
Value ($000) $1,172 Shares 13,245 Est. Cost $51.21 Unrealized +79.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,125 Shares 14,903 Est. Cost $53.83 Unrealized +34.2%
MPC MARATHON PETE CORP 0.4%
Value ($000) $1,123 Shares 5,827 Est. Cost $144.28 Unrealized +20.9%
TMUS T-MOBILE US INC 0.4%
Value ($000) $1,118 Shares 4,670 Est. Cost $205.68 Unrealized +16.8%
TJX TJX COS INC NEW 0.4%
Value ($000) $1,116 Shares 7,724 Est. Cost $103.83 Unrealized +27.4%
BKR BAKER HUGHES COMPANY 0.4%
Value ($000) $1,109 Shares 22,772 Est. Cost $32.48 Unrealized +34.9%
STE STERIS PLC 0.4%
Value ($000) $1,097 Shares 4,435 Est. Cost $207.61 Unrealized +15.1%
CMI CUMMINS INC 0.4%
Value ($000) $1,084 Shares 2,566 Est. Cost $340.95 Unrealized +11.7%
GOOG ALPHABET INC 0.4%
Value ($000) $1,069 Shares 4,391 Est. Cost $137.04 Unrealized +53.2%
SMDV PROSHARES TR 0.4%
Value ($000) $1,038 Shares 15,581 Est. Cost $65.41 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $1,033 Shares 15,833 Est. Cost $71.42 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $1,023 Shares 2,238 Est. Cost $343.10 Unrealized +30.7%
OKE ONEOK INC NEW 0.4%
Value ($000) $1,022 Shares 14,004 Est. Cost $61.98 Unrealized +21.1%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $1,003 Shares 4,646 Est. Cost $189.41 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,003 Shares 2,895 Est. Cost $286.59 Unrealized +22.6%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $991 Shares 2,869 Est. Cost $511.31 Unrealized -41.5%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $975 Shares 3,318 Est. Cost $266.18 Unrealized
PIZ INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $963 Shares 20,204 Est. Cost $32.14 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $952 Shares 14,154 Est. Cost $55.49 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $943 Shares 10,532 Est. Cost $83.43 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $908 Shares 2,041 Est. Cost $326.04 Unrealized +6.4%
ABT ABBOTT LABS 0.4%
Value ($000) $903 Shares 6,742 Est. Cost $101.24 Unrealized +29.0%
SO SOUTHERN CO 0.3%
Value ($000) $893 Shares 9,422 Est. Cost $63.75 Unrealized +44.6%
AIRR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $890 Shares 9,209 Est. Cost $59.47 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $869 Shares 9,432 Est. Cost $84.57 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $841 Shares 1,145 Est. Cost $463.21 Unrealized +60.5%
MTUM ISHARES TR 0.3%
Value ($000) $829 Shares 3,231 Est. Cost $206.45 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $806 Shares 17,422 Est. Cost $41.08 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $792 Shares 11,945 Est. Cost $53.26 Unrealized +27.5%
COP CONOCOPHILLIPS 0.3%
Value ($000) $784 Shares 8,285 Est. Cost $104.48 Unrealized -10.7%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $770 Shares 6,846 Est. Cost $72.34 Unrealized +49.6%
ELV ELEVANCE HEALTH INC FORMERLY 0.3%
Value ($000) $761 Shares 2,356 Est. Cost $451.06 Unrealized -31.7%
BX BLACKSTONE INC 0.3%
Value ($000) $744 Shares 4,355 Est. Cost $106.08 Unrealized +59.8%
WRB BERKLEY W R CORP 0.3%
Value ($000) $738 Shares 9,633 Est. Cost $69.96 Unrealized +0.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $737 Shares 1,520 Est. Cost $488.13 Unrealized -4.8%
ETN EATON CORP PLC 0.3%
Value ($000) $736 Shares 1,966 Est. Cost $295.54 Unrealized +22.9%
IJR ISHARES TR 0.3%
Value ($000) $722 Shares 6,073 Est. Cost $114.31 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $705 Shares 1,240 Est. Cost $397.11 Unrealized +44.4%
EOG EOG RES INC 0.3%
Value ($000) $700 Shares 6,239 Est. Cost $115.67 Unrealized +2.0%
PIE INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $697 Shares 28,572 Est. Cost $19.90 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $675 Shares 1,388 Est. Cost $406.63 Unrealized +31.3%
SDVD FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $674 Shares 31,191 Est. Cost $21.71 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $672 Shares 14,782 Est. Cost $31.99 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $671 Shares 7,995 Est. Cost $97.76 Unrealized -17.1%
PEP PEPSICO INC 0.3%
Value ($000) $670 Shares 4,769 Est. Cost $154.05 Unrealized -8.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $666 Shares 1,334 Est. Cost $418.88 Unrealized +7.0%
NOW SERVICENOW INC 0.3%
Value ($000) $663 Shares 720 Est. Cost $154.40 Unrealized +21.0%
DHR DANAHER CORPORATION 0.3%
Value ($000) $643 Shares 3,243 Est. Cost $213.01 Unrealized -6.9%
LLY ELI LILLY & CO 0.2%
Value ($000) $638 Shares 836 Est. Cost $589.71 Unrealized +25.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $631 Shares 14,347 Est. Cost $31.37 Unrealized +35.4%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $626 Shares 36,472 Est. Cost $16.88 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $604 Shares 4,131 Est. Cost $175.41 Unrealized -14.2%
MS MORGAN STANLEY 0.2%
Value ($000) $597 Shares 3,756 Est. Cost $83.37 Unrealized +75.7%
FVC FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $593 Shares 16,445 Est. Cost $33.02 Unrealized
DE DEERE & CO 0.2%
Value ($000) $587 Shares 1,284 Est. Cost $365.58 Unrealized +33.9%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $573 Shares 4,259 Est. Cost $127.35 Unrealized 0.0%
KLAC KLA CORP 0.2%
Value ($000) $573 Shares 531 Est. Cost $515.53 Unrealized +80.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $572 Shares 1,279 Est. Cost $338.88 Unrealized +41.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $567 Shares 1,664 Est. Cost $238.50 Unrealized +31.6%
LNTH LANTHEUS HLDGS INC 0.2%
Value ($000) $566 Shares 11,043 Est. Cost $68.11 Unrealized -8.2%
GWW GRAINGER W W INC 0.2%
Value ($000) $562 Shares 590 Est. Cost $866.77 Unrealized +15.5%
CME CME GROUP INC 0.2%
Value ($000) $551 Shares 2,038 Est. Cost $211.30 Unrealized +27.7%
CRM SALESFORCE INC 0.2%
Value ($000) $548 Shares 2,310 Est. Cost $257.10 Unrealized -2.2%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $547 Shares 722 Est. Cost $526.00 Unrealized +39.8%
FXG FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $542 Shares 8,654 Est. Cost $63.09 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $542 Shares 3,138 Est. Cost $147.94 Unrealized
JBL JABIL INC 0.2%
Value ($000) $541 Shares 2,491 Est. Cost $127.37 Unrealized +70.9%
BA BOEING CO 0.2%
Value ($000) $540 Shares 2,501 Est. Cost $215.86 Unrealized +4.5%
C CITIGROUP INC 0.2%
Value ($000) $527 Shares 5,191 Est. Cost $45.74 Unrealized +105.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $522 Shares 4,220 Est. Cost $83.95 Unrealized +42.7%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $521 Shares 2,560 Est. Cost $161.94 Unrealized +18.2%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $516 Shares 8,266 Est. Cost $64.31 Unrealized -1.4%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $508 Shares 1,454 Est. Cost $270.11 Unrealized +27.1%
PWR QUANTA SVCS INC 0.2%
Value ($000) $503 Shares 1,214 Est. Cost $199.96 Unrealized +94.3%
SHOP SHOPIFY INC 0.2%
Value ($000) $492 Shares 3,313 Est. Cost $65.39 Unrealized +107.3%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $491 Shares 1,001 Est. Cost $335.78 Unrealized +35.4%
SMH VANECK ETF TRUST 0.2%
Value ($000) $487 Shares 1,491 Est. Cost $185.26 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $485 Shares 10,338 Est. Cost $44.15 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $483 Shares 7,056 Est. Cost $47.94 Unrealized +40.5%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $481 Shares 8,686 Est. Cost $46.71 Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $479 Shares 4,398 Est. Cost $93.57 Unrealized
MPLX MPLX LP 0.2%
Value ($000) $477 Shares 9,550 Est. Cost $37.31 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $476 Shares 7,837 Est. Cost $47.13 Unrealized +20.8%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $474 Shares 2,651 Est. Cost $119.42 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $473 Shares 2,925 Est. Cost $118.08 Unrealized +36.7%
IJT ISHARES TR 0.2%
Value ($000) $467 Shares 3,299 Est. Cost $125.14 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $450 Shares 4,610 Est. Cost $82.65 Unrealized +25.3%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $440 Shares 21,562 Est. Cost $16.69 Unrealized +27.8%
PEZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $440 Shares 4,367 Est. Cost $87.04 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $438 Shares 4,136 Est. Cost $85.33 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $438 Shares 2,698 Est. Cost $92.24 Unrealized +79.1%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $436 Shares 2,730 Est. Cost $106.35 Unrealized +67.6%
MDYV SPDR SERIES TRUST 0.2%
Value ($000) $430 Shares 5,156 Est. Cost $75.16 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $426 Shares 1,802 Est. Cost $211.00 Unrealized +5.8%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $423 Shares 1,514 Est. Cost $182.74 Unrealized +45.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $405 Shares 3,539 Est. Cost $87.36 Unrealized +33.9%
PFI INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $404 Shares 6,977 Est. Cost $53.92 Unrealized
NDSN NORDSON CORP 0.2%
Value ($000) $404 Shares 1,781 Est. Cost $225.32 Unrealized -2.8%
CPRT COPART INC 0.2%
Value ($000) $397 Shares 8,828 Est. Cost $47.28 Unrealized -0.3%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $391 Shares 5,026 Est. Cost $73.00 Unrealized +7.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $387 Shares 2,239 Est. Cost $127.58 Unrealized +32.2%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $386 Shares 3,517 Est. Cost $104.08 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $385 Shares 6,080 Est. Cost $41.95 Unrealized +37.8%
MR COOPER GROUP INC 0.1%
Value ($000) $384 Shares 1,822 Est. Cost $119.60 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $378 Shares 630 Est. Cost $431.38 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $378 Shares 4,495 Est. Cost $54.80 Unrealized +34.1%
FISV FISERV INC 0.1%
Value ($000) $378 Shares 2,930 Est. Cost $136.37 Unrealized +5.1%
NFLX NETFLIX INC 0.1%
Value ($000) $370 Shares 309 Est. Cost $62.46 Unrealized +95.4%
FEM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $370 Shares 13,662 Est. Cost $22.58 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $366 Shares 4,691 Est. Cost $64.86 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $364 Shares 1,731 Est. Cost $172.61 Unrealized +20.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $356 Shares 12,574 Est. Cost $15.34 Unrealized +75.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $354 Shares 4,390 Est. Cost $55.47 Unrealized +28.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $352 Shares 1,427 Est. Cost $154.88 Unrealized +49.6%
GE GE AEROSPACE 0.1%
Value ($000) $351 Shares 1,167 Est. Cost $195.73 Unrealized +39.3%
T AT&T INC 0.1%
Value ($000) $349 Shares 12,346 Est. Cost $14.56 Unrealized +92.7%
IJK ISHARES TR 0.1%
Value ($000) $348 Shares 3,629 Est. Cost $79.22 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $348 Shares 1,334 Est. Cost $231.28 Unrealized +11.3%
IWM ISHARES TR 0.1%
Value ($000) $343 Shares 1,419 Est. Cost $200.71 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $340 Shares 1,247 Est. Cost $259.35 Unrealized +10.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $339 Shares 2,672 Est. Cost $111.08 Unrealized +23.5%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $338 Shares 646 Est. Cost $423.25 Unrealized +32.6%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $338 Shares 2,715 Est. Cost $111.21 Unrealized +14.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $335 Shares 6,641 Est. Cost $59.53 Unrealized -16.9%
NKE NIKE INC 0.1%
Value ($000) $333 Shares 4,772 Est. Cost $71.47 Unrealized +3.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $319 Shares 1,821 Est. Cost $136.68 Unrealized +21.9%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $318 Shares 4,466 Est. Cost $52.09 Unrealized +23.2%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $313 Shares 3,191 Est. Cost $83.55 Unrealized +11.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $299 Shares 2,278 Est. Cost $89.41 Unrealized +51.5%
FTQI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $299 Shares 14,494 Est. Cost $20.60 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $290 Shares 3,110 Est. Cost $81.61 Unrealized +6.7%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $283 Shares 395 Est. Cost $543.94 Unrealized +39.5%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $282 Shares 1,548 Est. Cost $119.40 Unrealized +35.7%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $282 Shares 8,035 Est. Cost $41.84 Unrealized -19.6%
RTX RTX CORPORATION 0.1%
Value ($000) $281 Shares 1,682 Est. Cost $124.96 Unrealized +23.5%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $279 Shares 4,145 Est. Cost $53.71 Unrealized +16.2%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.1%
Value ($000) $279 Shares 16,987 Est. Cost $21.75 Unrealized -18.5%
BAC BANK AMERICA CORP 0.1%
Value ($000) $275 Shares 5,326 Est. Cost $43.77 Unrealized +10.4%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $271 Shares 4,054 Est. Cost $62.29 Unrealized +10.9%
AFL AFLAC INC 0.1%
Value ($000) $270 Shares 2,419 Est. Cost $78.75 Unrealized +32.3%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $268 Shares 1,575 Est. Cost $121.54 Unrealized +21.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $268 Shares 439 Est. Cost $478.00 Unrealized +17.8%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $265 Shares 1,317 Est. Cost $218.87 Unrealized -6.8%
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $264 Shares 10,000 Est. Cost $23.73 Unrealized 0.0%
GGG GRACO INC 0.1%
Value ($000) $262 Shares 3,082 Est. Cost $76.54 Unrealized +11.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $259 Shares 5,206 Est. Cost $48.32 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $256 Shares 518 Est. Cost $524.28 Unrealized +7.8%
SJM SMUCKER J M CO 0.1%
Value ($000) $255 Shares 2,346 Est. Cost $106.87 Unrealized +0.1%
PSX PHILLIPS 66 0.1%
Value ($000) $250 Shares 1,835 Est. Cost $111.04 Unrealized +13.8%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.1%
Value ($000) $249 Shares 2,000 Est. Cost $101.96 Unrealized +29.4%
MMM 3M CO 0.1%
Value ($000) $247 Shares 1,592 Est. Cost $144.36 Unrealized +6.1%
CATX PERSPECTIVE THERAPEUTICS INC 0.1%
Value ($000) $237 Shares 69,061 Est. Cost $5.63 Unrealized -35.2%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $237 Shares 3,910 Est. Cost $55.98 Unrealized -1.5%
USB US BANCORP DEL 0.1%
Value ($000) $236 Shares 4,889 Est. Cost $41.22 Unrealized +12.5%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $236 Shares 252 Est. Cost $272.35 Unrealized +15.3%
SLV ISHARES SILVER TR 0.1%
Value ($000) $233 Shares 5,509 Est. Cost $42.37 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $233 Shares 2,365 Est. Cost $90.16 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $233 Shares 2,451 Est. Cost $91.31 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $231 Shares 2,424 Est. Cost $87.27 Unrealized +4.6%
WMS ADVANCED DRAIN SYS INC DEL 0.1%
Value ($000) $230 Shares 1,661 Est. Cost $131.06 Unrealized 0.0%
TRGP TARGA RES CORP 0.1%
Value ($000) $230 Shares 1,375 Est. Cost $136.82 Unrealized +20.7%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $230 Shares 2,202 Est. Cost $95.32 Unrealized
SF STIFEL FINL CORP 0.1%
Value ($000) $227 Shares 2,000 Est. Cost $59.27 Unrealized +88.3%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $226 Shares 1,912 Est. Cost $108.59 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $225 Shares 754 Est. Cost $281.43 Unrealized 0.0%
SHV ISHARES TR 0.1%
Value ($000) $224 Shares 2,023 Est. Cost $110.42 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $224 Shares 5,703 Est. Cost $60.13 Unrealized -25.1%
FNX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $221 Shares 1,761 Est. Cost $114.85 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $219 Shares 2,662 Est. Cost $74.59 Unrealized +5.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $216 Shares 607 Est. Cost $355.47 Unrealized
IYM ISHARES TR 0.1%
Value ($000) $214 Shares 1,441 Est. Cost $140.03 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $213 Shares 1,123 Est. Cost $181.84 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $207 Shares 879 Est. Cost $242.87 Unrealized -6.0%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $206 Shares 477 Est. Cost $445.57 Unrealized +1.2%
AGG ISHARES TR 0.1%
Value ($000) $203 Shares 2,022 Est. Cost $100.27 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $158 Shares 11,742 Est. Cost $13.30 Unrealized
RUM RUMBLE INC 0.1%
Value ($000) $137 Shares 18,970 Est. Cost $8.55 Unrealized -4.4%
LAND GLADSTONE LD CORP 0.1%
Value ($000) $128 Shares 14,000 Est. Cost $13.69 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $120 Shares 20,000 Est. Cost $5.31 Unrealized 0.0%
NIO NIO INC 0.0%
Value ($000) $109 Shares 14,357 Est. Cost $7.62 Unrealized