Nilsine Partners, LLC Diversified Active

CIK: 0001913043 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 24, 2024

Total Value ($000): $650,592 (100.0% shares, 0.0% debt)

Holdings (319)

AAPL APPLE INC 5.0%
Value ($000) $32,506 Shares 168,837 Est. Cost $150.63 Unrealized +21.4%
AVGO BROADCOM INC 2.0%
Value ($000) $12,916 Shares 11,571 Est. Cost $57.59 Unrealized +60.2%
SPY SPDR S&P 500 ETF TRUST 2.0%
Value ($000) $12,808 Shares 26,946 Est. Cost $409.39 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $12,560 Shares 82,665 Est. Cost $100.61 Unrealized +39.3%
MSFT MICROSOFT CORP 1.8%
Value ($000) $11,986 Shares 31,874 Est. Cost $253.10 Unrealized +38.4%
KR KROGER CO 1.6%
Value ($000) $10,460 Shares 228,844 Est. Cost $42.89 Unrealized -1.2%
SGI TEMPUR SEALY INTL INC 1.4%
Value ($000) $9,266 Shares 181,793 Est. Cost $39.78 Unrealized +6.6%
FTXL FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $9,104 Shares 111,663 Est. Cost $66.93 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $8,960 Shares 48,028 Est. Cost $161.64 Unrealized
LAM RESEARCH CORP 1.4%
Value ($000) $8,866 Shares 11,319 Est. Cost $536.14 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 1.4%
Value ($000) $8,843 Shares 136,346 Est. Cost $56.79 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $8,534 Shares 106,616 Est. Cost $73.09 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $8,153 Shares 136,656 Est. Cost $59.51 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $8,013 Shares 16,180 Est. Cost $23.16 Unrealized +100.0%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $7,957 Shares 12,055 Est. Cost $473.25 Unrealized +21.2%
FXD FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $7,514 Shares 127,395 Est. Cost $51.80 Unrealized
V VISA INC 1.1%
Value ($000) $7,412 Shares 28,469 Est. Cost $218.13 Unrealized +11.2%
NVO NOVO-NORDISK A S ADR 1.1%
Value ($000) $7,389 Shares 71,426 Est. Cost $124.62 Unrealized
FTXG FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $7,194 Shares 296,520 Est. Cost $25.10 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 1.1%
Value ($000) $7,141 Shares 42,777 Est. Cost $79.22 Unrealized +67.8%
EWW ISHARES INC 1.0%
Value ($000) $6,548 Shares 96,511 Est. Cost $59.53 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $6,547 Shares 142,103 Est. Cost $45.26 Unrealized
ILF ISHARES TR 1.0%
Value ($000) $6,482 Shares 223,065 Est. Cost $23.87 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $6,177 Shares 127,835 Est. Cost $47.87 Unrealized
LLY LILLY ELI & CO 0.9%
Value ($000) $6,159 Shares 10,565 Est. Cost $335.49 Unrealized +71.4%
LULU LULULEMON ATHLETICA INC 0.9%
Value ($000) $5,873 Shares 11,486 Est. Cost $314.64 Unrealized +37.3%
DHI D R HORTON INC 0.9%
Value ($000) $5,797 Shares 38,143 Est. Cost $92.76 Unrealized +30.0%
COWZ PACER FDS TR 0.9%
Value ($000) $5,790 Shares 111,364 Est. Cost $47.16 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.9%
Value ($000) $5,777 Shares 9,684 Est. Cost $370.00 Unrealized +55.9%
EWQ ISHARES INC 0.9%
Value ($000) $5,707 Shares 145,665 Est. Cost $37.78 Unrealized
OILK PROSHARES TR 0.9%
Value ($000) $5,586 Shares 132,686 Est. Cost $42.10 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $5,521 Shares 24,806 Est. Cost $192.20 Unrealized +1.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $5,491 Shares 15,397 Est. Cost $311.65 Unrealized +12.6%
EWP ISHARES INC 0.8%
Value ($000) $5,436 Shares 177,531 Est. Cost $28.87 Unrealized
PDBA INVESCO ACTVELY MNGD ETC FD 0.8%
Value ($000) $5,181 Shares 173,584 Est. Cost $29.85 Unrealized
MCD MCDONALDS CORP 0.8%
Value ($000) $5,146 Shares 17,355 Est. Cost $250.51 Unrealized +3.3%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $5,112 Shares 9,630 Est. Cost $556.42 Unrealized -13.6%
EWI ISHARES INC 0.8%
Value ($000) $5,071 Shares 149,466 Est. Cost $31.84 Unrealized
ZTS ZOETIS INC 0.8%
Value ($000) $5,039 Shares 25,531 Est. Cost $160.13 Unrealized +8.0%
IVV ISHARES TR 0.8%
Value ($000) $4,983 Shares 10,432 Est. Cost $411.92 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $4,862 Shares 28,585 Est. Cost $128.41 Unrealized +12.8%
BKAG BNY MELLON ETF TRUST 0.7%
Value ($000) $4,564 Shares 107,405 Est. Cost $40.38 Unrealized
FISV FISERV INC 0.7%
Value ($000) $4,397 Shares 33,103 Est. Cost $110.23 Unrealized +11.3%
FSMB FIRST TR EXCH TRADED FD III 0.7%
Value ($000) $4,380 Shares 219,534 Est. Cost $19.85 Unrealized
MPC MARATHON PETE CORP 0.7%
Value ($000) $4,318 Shares 29,108 Est. Cost $127.67 Unrealized +11.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $4,258 Shares 8,088 Est. Cost $461.87 Unrealized +10.7%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $4,090 Shares 25,237 Est. Cost $111.90 Unrealized +28.8%
FUMB FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $4,050 Shares 201,894 Est. Cost $19.96 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $4,039 Shares 11,410 Est. Cost $179.07 Unrealized +80.6%
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $3,967 Shares 66,873 Est. Cost $57.39 Unrealized
URI UNITED RENTALS INC 0.6%
Value ($000) $3,901 Shares 6,803 Est. Cost $407.64 Unrealized +13.5%
SPLV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $3,881 Shares 61,932 Est. Cost $60.83 Unrealized
BDC BELDEN INC 0.6%
Value ($000) $3,815 Shares 49,384 Est. Cost $82.62 Unrealized -10.4%
SPIB SPDR SER TR 0.6%
Value ($000) $3,814 Shares 116,185 Est. Cost $31.60 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $3,786 Shares 37,864 Est. Cost $100.16 Unrealized -2.6%
TSLA TESLA INC 0.6%
Value ($000) $3,622 Shares 14,576 Est. Cost $176.66 Unrealized +34.5%
PLD PROLOGIS INC. 0.6%
Value ($000) $3,603 Shares 27,026 Est. Cost $111.78 Unrealized -5.5%
KLAC KLA CORP 0.5%
Value ($000) $3,492 Shares 6,007 Est. Cost $383.34 Unrealized +33.3%
OPCH OPTION CARE HEALTH INC 0.5%
Value ($000) $3,332 Shares 98,892 Est. Cost $30.06 Unrealized +2.2%
AN AUTONATION INC 0.5%
Value ($000) $3,328 Shares 22,159 Est. Cost $128.33 Unrealized +7.5%
IJH ISHARES TR 0.5%
Value ($000) $3,262 Shares 11,768 Est. Cost $253.35 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $3,220 Shares 139,521 Est. Cost $22.46 Unrealized
ON ON SEMICONDUCTOR CORP 0.5%
Value ($000) $3,013 Shares 36,065 Est. Cost $75.97 Unrealized +3.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,005 Shares 19,170 Est. Cost $147.90 Unrealized -2.9%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,938 Shares 32,544 Est. Cost $97.74 Unrealized -11.8%
HOLX HOLOGIC INC 0.4%
Value ($000) $2,845 Shares 39,824 Est. Cost $80.41 Unrealized -13.4%
COR AMERISOURCEBERGEN CORP 0.4%
Value ($000) $2,839 Shares 13,821 Est. Cost $155.13 Unrealized +23.6%
VWOB VANGUARD WHITEHALL FDS 0.4%
Value ($000) $2,677 Shares 41,989 Est. Cost $59.76 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $2,648 Shares 25,120 Est. Cost $85.20 Unrealized +25.2%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $2,635 Shares 16,992 Est. Cost $124.55 Unrealized +15.9%
GOOGL ALPHABET INC 0.4%
Value ($000) $2,612 Shares 18,701 Est. Cost $97.66 Unrealized +36.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $2,579 Shares 8,724 Est. Cost $230.83 Unrealized +8.8%
FLOT ISHARES TR 0.4%
Value ($000) $2,552 Shares 50,413 Est. Cost $50.50 Unrealized
BA BOEING CO 0.4%
Value ($000) $2,547 Shares 9,773 Est. Cost $207.77 Unrealized +2.9%
DKS DICKS SPORTING GOODS INC 0.4%
Value ($000) $2,497 Shares 16,991 Est. Cost $123.89 Unrealized -6.6%
GOOG ALPHABET INC CAP STK 0.4%
Value ($000) $2,407 Shares 17,077 Est. Cost $97.86 Unrealized +37.6%
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,356 Shares 20,665 Est. Cost $101.18 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $2,332 Shares 39,572 Est. Cost $55.39 Unrealized -3.8%
PAG PENSKE AUTOMOTIVE GRP INC 0.4%
Value ($000) $2,325 Shares 14,484 Est. Cost $133.12 Unrealized +15.1%
RUSHA RUSH ENTERPRISES INC 0.4%
Value ($000) $2,277 Shares 45,270 Est. Cost $37.87 Unrealized +6.5%
MRK MERCK & CO INC 0.3%
Value ($000) $2,238 Shares 20,528 Est. Cost $98.76 Unrealized -2.0%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $2,213 Shares 6,560 Est. Cost $247.33 Unrealized +20.5%
NFLX NETFLIX INC 0.3%
Value ($000) $2,155 Shares 4,427 Est. Cost $34.79 Unrealized +25.5%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $2,132 Shares 14,464 Est. Cost $81.38 Unrealized +44.8%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $2,105 Shares 48,012 Est. Cost $34.63 Unrealized +15.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,041 Shares 40,390 Est. Cost $45.80 Unrealized +4.8%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $2,040 Shares 8,632 Est. Cost $216.72 Unrealized -7.7%
FLRN SPDR SER TR 0.3%
Value ($000) $2,023 Shares 66,149 Est. Cost $30.44 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $2,008 Shares 7,632 Est. Cost $173.98 Unrealized +28.5%
ABT ABBOTT LABS 0.3%
Value ($000) $1,998 Shares 18,156 Est. Cost $99.74 Unrealized -3.7%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,972 Shares 4,213 Est. Cost $442.02 Unrealized +2.3%
BLACKROCK INC 0.3%
Value ($000) $1,940 Shares 2,390 Est. Cost $669.59 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $1,889 Shares 4,325 Est. Cost $412.14 Unrealized
XTN SPDR SER TR 0.3%
Value ($000) $1,873 Shares 22,433 Est. Cost $72.47 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,843 Shares 15,880 Est. Cost $99.60 Unrealized +10.2%
CI THE CIGNA GROUP 0.3%
Value ($000) $1,837 Shares 6,136 Est. Cost $276.18 Unrealized +1.7%
QTEC FIRST TR NASDAQ 100 TECH IND 0.3%
Value ($000) $1,836 Shares 10,463 Est. Cost $150.92 Unrealized
IBND SPDR SER TR 0.3%
Value ($000) $1,833 Shares 61,238 Est. Cost $27.20 Unrealized
MUSA MURPHY USA INC 0.3%
Value ($000) $1,831 Shares 5,134 Est. Cost $258.13 Unrealized +39.0%
OLN OLIN CORP 0.3%
Value ($000) $1,805 Shares 33,451 Est. Cost $53.21 Unrealized -14.8%
TOL TOLL BROTHERS INC 0.3%
Value ($000) $1,798 Shares 17,492 Est. Cost $57.66 Unrealized +44.5%
DE DEERE & CO 0.3%
Value ($000) $1,793 Shares 4,485 Est. Cost $380.28 Unrealized -4.0%
PEP PEPSICO INC 0.3%
Value ($000) $1,755 Shares 10,333 Est. Cost $158.70 Unrealized -3.1%
SRLN SSGA ACTIVE ETF TR 0.3%
Value ($000) $1,729 Shares 41,231 Est. Cost $41.93 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $1,728 Shares 7,175 Est. Cost $161.99 Unrealized +33.1%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,694 Shares 32,548 Est. Cost $51.21 Unrealized 0.0%
IEFA ISHARES INC 0.3%
Value ($000) $1,681 Shares 23,892 Est. Cost $66.99 Unrealized
SPSB SPDR SER TR 0.3%
Value ($000) $1,662 Shares 55,793 Est. Cost $29.78 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,648 Shares 4,757 Est. Cost $285.04 Unrealized +3.0%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,645 Shares 6,746 Est. Cost $175.65 Unrealized +22.2%
SCHI SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,590 Shares 35,379 Est. Cost $44.06 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,581 Shares 8,298 Est. Cost $171.89 Unrealized -3.0%
MTG MGIC INVT CORP WIS 0.2%
Value ($000) $1,555 Shares 80,594 Est. Cost $13.47 Unrealized +31.4%
PSI INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,520 Shares 30,716 Est. Cost $73.75 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,520 Shares 24,084 Est. Cost $45.89 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,518 Shares 6,181 Est. Cost $189.37 Unrealized +10.5%
PHO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,451 Shares 23,842 Est. Cost $53.35 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,445 Shares 3,552 Est. Cost $310.18 Unrealized +19.1%
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,443 Shares 15,660 Est. Cost $80.54 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,441 Shares 9,660 Est. Cost $148.36 Unrealized -7.1%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,417 Shares 6,755 Est. Cost $176.61 Unrealized -2.4%
EUHY ISHARES INC 0.2%
Value ($000) $1,405 Shares 28,305 Est. Cost $46.15 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $1,389 Shares 44,533 Est. Cost $31.21 Unrealized
EMHY ISHARES INC 0.2%
Value ($000) $1,368 Shares 37,630 Est. Cost $35.24 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $1,361 Shares 13,084 Est. Cost $93.02 Unrealized
GHYG ISHARES INC 0.2%
Value ($000) $1,361 Shares 30,759 Est. Cost $42.48 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $1,351 Shares 5,977 Est. Cost $203.72 Unrealized +4.9%
IEMG ISHARES INC 0.2%
Value ($000) $1,350 Shares 26,690 Est. Cost $48.85 Unrealized
CSX CSX CORP 0.2%
Value ($000) $1,348 Shares 38,895 Est. Cost $29.47 Unrealized +4.7%
LEMB ISHARES INC 0.2%
Value ($000) $1,342 Shares 36,544 Est. Cost $36.05 Unrealized
PCAR PACCAR INC 0.2%
Value ($000) $1,337 Shares 13,688 Est. Cost $81.80 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $1,321 Shares 5,669 Est. Cost $211.68 Unrealized +4.9%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,313 Shares 3,743 Est. Cost $261.35 Unrealized +19.6%
TFLO ISHARES TR 0.2%
Value ($000) $1,299 Shares 25,736 Est. Cost $50.47 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,284 Shares 13,540 Est. Cost $83.62 Unrealized
PBJ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,282 Shares 27,956 Est. Cost $46.27 Unrealized
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.2%
Value ($000) $1,272 Shares 14,436 Est. Cost $82.45 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,270 Shares 25,144 Est. Cost $50.51 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $1,259 Shares 5,172 Est. Cost $206.15 Unrealized +4.7%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $1,247 Shares 58,526 Est. Cost $17.79 Unrealized -4.4%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $1,227 Shares 8,824 Est. Cost $142.56 Unrealized -17.8%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $1,200 Shares 20,836 Est. Cost $51.28 Unrealized +4.2%
ABBV ABBVIE INC 0.2%
Value ($000) $1,186 Shares 7,653 Est. Cost $138.01 Unrealized -1.7%
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $1,158 Shares 6,657 Est. Cost $63.22 Unrealized +72.7%
FBT FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,151 Shares 7,283 Est. Cost $154.97 Unrealized
ACM AECOM 0.2%
Value ($000) $1,150 Shares 12,446 Est. Cost $83.75 Unrealized -0.9%
DVA DAVITA INC 0.2%
Value ($000) $1,136 Shares 10,845 Est. Cost $80.13 Unrealized +15.3%
KBWP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,136 Shares 12,551 Est. Cost $83.24 Unrealized
PXJ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,130 Shares 39,375 Est. Cost $28.69 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,127 Shares 21,807 Est. Cost $50.76 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,108 Shares 11,539 Est. Cost $96.83 Unrealized -4.8%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,104 Shares 2,863 Est. Cost $323.22 Unrealized -1.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,104 Shares 2,589 Est. Cost $358.41 Unrealized +10.8%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,098 Shares 2,423 Est. Cost $432.96 Unrealized -3.6%
MUB ISHARES TR 0.2%
Value ($000) $1,086 Shares 10,013 Est. Cost $106.99 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $1,055 Shares 15,334 Est. Cost $59.94 Unrealized -6.4%
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $1,044 Shares 14,055 Est. Cost $77.71 Unrealized 0.0%
EOG EOG RES INC 0.2%
Value ($000) $1,038 Shares 8,581 Est. Cost $109.13 Unrealized +5.9%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,026 Shares 7,093 Est. Cost $116.41 Unrealized +1.7%
AGG ISHARES TR 0.2%
Value ($000) $1,019 Shares 10,264 Est. Cost $99.57 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,018 Shares 1,159 Est. Cost $750.05 Unrealized +9.2%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,015 Shares 5,952 Est. Cost $161.35 Unrealized -9.8%
NKE NIKE INC 0.2%
Value ($000) $1,014 Shares 9,344 Est. Cost $116.69 Unrealized -11.7%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,007 Shares 12,426 Est. Cost $74.54 Unrealized -3.1%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,003 Shares 5,886 Est. Cost $154.01 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $982 Shares 6,165 Est. Cost $125.97 Unrealized +13.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $976 Shares 6,661 Est. Cost $133.29 Unrealized +5.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $960 Shares 5,872 Est. Cost $134.42 Unrealized +5.3%
CNC CENTENE CORP DEL 0.1%
Value ($000) $951 Shares 12,815 Est. Cost $71.02 Unrealized +1.6%
MS MORGAN STANLEY 0.1%
Value ($000) $949 Shares 10,180 Est. Cost $84.59 Unrealized -11.6%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $939 Shares 4,957 Est. Cost $159.32 Unrealized +17.3%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $927 Shares 2,962 Est. Cost $255.40 Unrealized +15.8%
SO SOUTHERN CO 0.1%
Value ($000) $904 Shares 12,895 Est. Cost $60.67 Unrealized +5.1%
T AT&T INC 0.1%
Value ($000) $904 Shares 53,856 Est. Cost $15.85 Unrealized -10.3%
YUM YUM BRANDS INC 0.1%
Value ($000) $878 Shares 6,717 Est. Cost $121.74 Unrealized -1.7%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $869 Shares 5,725 Est. Cost $104.30 Unrealized +16.5%
CC CHEMOURS CO 0.1%
Value ($000) $864 Shares 27,407 Est. Cost $29.44 Unrealized -15.4%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $851 Shares 2,078 Est. Cost $336.23 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $836 Shares 3,029 Est. Cost $187.64 Unrealized +26.9%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $823 Shares 1,725 Est. Cost $404.52 Unrealized +8.8%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $822 Shares 59,575 Est. Cost $12.47 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $820 Shares 1,779 Est. Cost $380.82 Unrealized +6.9%
SHOP SHOPIFY INC 0.1%
Value ($000) $813 Shares 10,442 Est. Cost $44.25 Unrealized +44.3%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $808 Shares 9,523 Est. Cost $79.47 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $791 Shares 1,925 Est. Cost $328.77 Unrealized +16.7%
AON AON PLC 0.1%
Value ($000) $783 Shares 2,689 Est. Cost $303.19 Unrealized +4.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $781 Shares 3,007 Est. Cost $218.37 Unrealized +7.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $771 Shares 9,036 Est. Cost $57.76 Unrealized +27.5%
SEIC SEI INVTS CO 0.1%
Value ($000) $747 Shares 11,753 Est. Cost $57.66 Unrealized -2.0%
WMT WALMART INC 0.1%
Value ($000) $743 Shares 4,715 Est. Cost $46.52 Unrealized +11.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $738 Shares 3,419 Est. Cost $180.02 Unrealized -2.7%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $737 Shares 3,856 Est. Cost $183.17 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $731 Shares 1,551 Est. Cost $454.93 Unrealized -1.8%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $721 Shares 20,357 Est. Cost $36.62 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $708 Shares 7,550 Est. Cost $75.78 Unrealized +15.2%
ALLE ALLEGION PLC ORD 0.1%
Value ($000) $689 Shares 5,441 Est. Cost $108.07 Unrealized -3.7%
FFWM FIRST FNDTN INC 0.1%
Value ($000) $678 Shares 70,000 Est. Cost $12.35 Unrealized -48.6%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $676 Shares 8,482 Est. Cost $69.63 Unrealized +3.0%
LEN LENNAR CORP 0.1%
Value ($000) $668 Shares 4,479 Est. Cost $92.73 Unrealized +26.0%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $667 Shares 5,241 Est. Cost $104.74 Unrealized +9.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $665 Shares 8,427 Est. Cost $75.00 Unrealized -12.8%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $643 Shares 1,328 Est. Cost $385.47 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $637 Shares 7,367 Est. Cost $80.37 Unrealized -8.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $636 Shares 6,555 Est. Cost $88.17 Unrealized -4.9%
MCK MCKESSON CORP 0.1%
Value ($000) $630 Shares 1,361 Est. Cost $356.15 Unrealized +26.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $623 Shares 2,377 Est. Cost $217.79 Unrealized +4.4%
ARW ARROW ELECTRS INC 0.1%
Value ($000) $620 Shares 5,068 Est. Cost $118.92 Unrealized +0.4%
MGA MAGNA INTL INC 0.1%
Value ($000) $618 Shares 10,457 Est. Cost $51.91 Unrealized -4.4%
C CITIGROUP INC 0.1%
Value ($000) $615 Shares 11,954 Est. Cost $44.20 Unrealized -6.5%
NVS NOVARTIS AG 0.1%
Value ($000) $596 Shares 5,905 Est. Cost $92.00 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $594 Shares 5,319 Est. Cost $105.44 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $584 Shares 9,617 Est. Cost $70.64 Unrealized -24.3%
BG BUNGE GLOBAL SA 0.1%
Value ($000) $583 Shares 5,779 Est. Cost $98.11 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $566 Shares 7,809 Est. Cost $61.12 Unrealized +5.2%
IWF ISHARES TR 0.1%
Value ($000) $559 Shares 1,845 Est. Cost $261.36 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $549 Shares 2,929 Est. Cost $159.86 Unrealized -1.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $523 Shares 10,190 Est. Cost $61.40 Unrealized -23.4%
JBL JABIL INC 0.1%
Value ($000) $519 Shares 4,073 Est. Cost $80.80 Unrealized +56.9%
DHR DANAHER CORPORATION 0.1%
Value ($000) $516 Shares 2,229 Est. Cost $224.08 Unrealized -6.1%
BAC BANK AMERICA CORP 0.1%
Value ($000) $513 Shares 15,224 Est. Cost $30.25 Unrealized -8.7%
ADM ARCHER DANIELS MIDLAND 0.1%
Value ($000) $512 Shares 7,085 Est. Cost $74.27 Unrealized -8.7%
CMI CUMMINS INC 0.1%
Value ($000) $508 Shares 2,122 Est. Cost $227.95 Unrealized -4.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $507 Shares 7,535 Est. Cost $69.41 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $504 Shares 1,144 Est. Cost $349.86 Unrealized +11.0%
IWD ISHARES TR 0.1%
Value ($000) $488 Shares 2,956 Est. Cost $165.25 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $483 Shares 5,610 Est. Cost $63.29 Unrealized +6.4%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $477 Shares 2,113 Est. Cost $161.79 Unrealized +22.7%
TMUS T-MOBILE US INC 0.1%
Value ($000) $470 Shares 2,933 Est. Cost $139.96 Unrealized +2.3%
WRB BERKLEY W R CORP 0.1%
Value ($000) $450 Shares 6,357 Est. Cost $41.60 Unrealized +3.4%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $449 Shares 1,956 Est. Cost $168.66 Unrealized +14.8%
AVT AVNET INC 0.1%
Value ($000) $447 Shares 8,869 Est. Cost $41.31 Unrealized +8.8%
TXT TEXTRON INC 0.1%
Value ($000) $447 Shares 5,558 Est. Cost $71.09 Unrealized +8.8%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $444 Shares 9,809 Est. Cost $50.52 Unrealized -16.1%
IJR ISHARES TR 0.1%
Value ($000) $439 Shares 4,060 Est. Cost $108.25 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $438 Shares 5,663 Est. Cost $74.85 Unrealized -24.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $420 Shares 4,463 Est. Cost $86.77 Unrealized -3.5%
CDW CDW CORP 0.1%
Value ($000) $406 Shares 1,787 Est. Cost $189.24 Unrealized +8.9%
IWM ISHARES TR 0.1%
Value ($000) $392 Shares 1,955 Est. Cost $178.40 Unrealized
NDAQ NASDAQ INC 0.1%
Value ($000) $390 Shares 6,700 Est. Cost $55.41 Unrealized -7.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $384 Shares 4,994 Est. Cost $28.67 Unrealized +1.2%
ILMN ILLUMINA INC 0.1%
Value ($000) $383 Shares 2,752 Est. Cost $201.89 Unrealized -42.9%
PFE PFIZER INC 0.1%
Value ($000) $380 Shares 13,204 Est. Cost $36.55 Unrealized -27.8%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $379 Shares 974 Est. Cost $374.37 Unrealized +8.9%
PSX PHILLIPS 66 0.1%
Value ($000) $378 Shares 2,838 Est. Cost $92.48 Unrealized +20.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $373 Shares 14,277 Est. Cost $34.42 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $368 Shares 2,377 Est. Cost $134.22 Unrealized -10.6%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $361 Shares 4,443 Est. Cost $82.04 Unrealized -12.6%
RELX RELX PLC SPONSORED ADR 0.1%
Value ($000) $360 Shares 9,089 Est. Cost $32.44 Unrealized
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $350 Shares 5,736 Est. Cost $130.82 Unrealized -60.1%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $344 Shares 3,192 Est. Cost $99.25 Unrealized -9.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $337 Shares 4,002 Est. Cost $83.54 Unrealized -8.7%
OCSL OAKTREE SPECIALTY LENDING CORP 0.1%
Value ($000) $336 Shares 16,455 Est. Cost $19.92 Unrealized -0.9%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $335 Shares 6,570 Est. Cost $49.03 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $328 Shares 3,897 Est. Cost $90.64 Unrealized -16.6%
BR BROADRIDGE FINL SOLUTIONS INC 0.1%
Value ($000) $327 Shares 1,591 Est. Cost $136.28 Unrealized +30.7%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $326 Shares 2,283 Est. Cost $102.20 Unrealized +6.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $323 Shares 5,588 Est. Cost $47.13 Unrealized +13.3%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $321 Shares 5,348 Est. Cost $60.07 Unrealized -12.9%
VLTO VERALTO CORP 0.0%
Value ($000) $319 Shares 3,876 Est. Cost $73.75 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $317 Shares 2,425 Est. Cost $81.16 Unrealized +25.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $317 Shares 2,257 Est. Cost $131.80 Unrealized
ASML ASML HOLDING N V N Y REGISTRY 0.0%
Value ($000) $316 Shares 417 Est. Cost $680.71 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $312 Shares 4,024 Est. Cost $102.18 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $303 Shares 4,651 Est. Cost $69.42 Unrealized -14.2%
FXL FIRST TRUST TECHNOLOGY 0.0%
Value ($000) $301 Shares 2,353 Est. Cost $107.41 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $297 Shares 1,252 Est. Cost $204.10 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $296 Shares 2,434 Est. Cost $116.26 Unrealized -4.3%
M D C HLDGS INC 0.0%
Value ($000) $296 Shares 5,353 Est. Cost $47.19 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $296 Shares 6,968 Est. Cost $60.37 Unrealized -22.9%
CSL CARLISLE COS INC 0.0%
Value ($000) $289 Shares 924 Est. Cost $234.88 Unrealized +14.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $284 Shares 3,756 Est. Cost $60.01 Unrealized +11.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $275 Shares 5,593 Est. Cost $41.03 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $275 Shares 4,156 Est. Cost $61.77 Unrealized -4.9%
USB US BANCORP DEL 0.0%
Value ($000) $274 Shares 6,321 Est. Cost $28.70 Unrealized +15.3%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $272 Shares 6,974 Est. Cost $46.77 Unrealized -23.8%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $271 Shares 4,594 Est. Cost $40.69 Unrealized +27.1%
DOV DOVER CORP 0.0%
Value ($000) $269 Shares 1,746 Est. Cost $141.59 Unrealized -3.5%
PIONEER NAT RES CO 0.0%
Value ($000) $268 Shares 1,193 Est. Cost $204.24 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $267 Shares 2,055 Est. Cost $123.00 Unrealized -3.0%
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $265 Shares 868 Est. Cost $229.89 Unrealized +18.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $263 Shares 1,327 Est. Cost $171.00 Unrealized +0.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $263 Shares 510 Est. Cost $454.39 Unrealized +12.5%
WELL WELLTOWER INC 0.0%
Value ($000) $261 Shares 2,894 Est. Cost $73.90 Unrealized +12.3%
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $259 Shares 3,287 Est. Cost $75.38 Unrealized -11.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $258 Shares 4,198 Est. Cost $73.37 Unrealized -22.1%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $257 Shares 3,196 Est. Cost $70.30 Unrealized +3.1%
IJT ISHARES TR 0.0%
Value ($000) $256 Shares 2,048 Est. Cost $125.14 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $256 Shares 1,799 Est. Cost $118.40 Unrealized 0.0%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $252 Shares 1,891 Est. Cost $133.36 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $252 Shares 2,275 Est. Cost $109.61 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $247 Shares 3,649 Est. Cost $60.81 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $246 Shares 1,757 Est. Cost $124.75 Unrealized 0.0%
BWA BORGWARNER INC 0.0%
Value ($000) $243 Shares 6,786 Est. Cost $39.72 Unrealized -12.8%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $240 Shares 1,317 Est. Cost $162.29 Unrealized 0.0%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $238 Shares 2,948 Est. Cost $80.82 Unrealized -2.7%
ARISTA NETWORKS INC 0.0%
Value ($000) $234 Shares 992 Est. Cost $167.86 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $233 Shares 1,821 Est. Cost $93.65 Unrealized +27.3%
PSA PUBLIC STORAGE 0.0%
Value ($000) $232 Shares 761 Est. Cost $260.64 Unrealized -6.8%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $228 Shares 1,397 Est. Cost $136.75 Unrealized +8.8%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $227 Shares 9,211 Est. Cost $23.52 Unrealized -4.7%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $227 Shares 5,589 Est. Cost $39.73 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $227 Shares 4,510 Est. Cost $40.04 Unrealized 0.0%
IYW ISHARES TR 0.0%
Value ($000) $226 Shares 1,844 Est. Cost $122.75 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $222 Shares 11,785 Est. Cost $16.81 Unrealized -2.7%
RPM RPM INTL INC 0.0%
Value ($000) $221 Shares 1,983 Est. Cost $87.60 Unrealized +15.3%
IYH ISHARES TR 0.0%
Value ($000) $221 Shares 773 Est. Cost $273.06 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $219 Shares 1,081 Est. Cost $173.25 Unrealized +3.6%
NUE NUCOR CORP 0.0%
Value ($000) $216 Shares 1,242 Est. Cost $153.29 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $212 Shares 5,219 Est. Cost $34.13 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $210 Shares 1,337 Est. Cost $158.10 Unrealized -15.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $210 Shares 2,155 Est. Cost $91.07 Unrealized -3.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $207 Shares 5,485 Est. Cost $32.68 Unrealized -5.2%
PHM PULTE GROUP INC 0.0%
Value ($000) $206 Shares 1,995 Est. Cost $83.60 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $201 Shares 4,156 Est. Cost $51.93 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $173 Shares 12,207 Est. Cost $19.15 Unrealized -41.7%
FNB F N B CORP 0.0%
Value ($000) $165 Shares 11,966 Est. Cost $10.32 Unrealized +6.9%
ING ING GROEP N.V 0.0%
Value ($000) $162 Shares 10,772 Est. Cost $15.02 Unrealized
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $149 Shares 23,726 Est. Cost $5.85 Unrealized
MPAA MOTORCAR PTS AMER INC 0.0%
Value ($000) $145 Shares 15,552 Est. Cost $8.27 Unrealized +2.0%