Portfolio Design Labs, LLC Diversified Active

CIK: 0002010278 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $484,656 (100.0% shares, 0.0% debt)

Holdings (190)

TFLO ISHARES TR 7.1%
Value ($000) $34,536 Shares 681,715 Est. Cost $50.57 Unrealized
GLD SPDR GOLD TR 3.9%
Value ($000) $18,883 Shares 65,533 Est. Cost $288.14 Unrealized
NVDA NVIDIA CORPORATION 3.7%
Value ($000) $17,753 Shares 163,807 Est. Cost $102.01 Unrealized +24.2%
AAPL APPLE INC 3.5%
Value ($000) $17,013 Shares 76,590 Est. Cost $193.04 Unrealized +19.5%
MSFT MICROSOFT CORP 3.4%
Value ($000) $16,520 Shares 44,007 Est. Cost $370.16 Unrealized +9.4%
AMZN AMAZON COM INC 2.8%
Value ($000) $13,373 Shares 70,287 Est. Cost $155.83 Unrealized +39.3%
GOOG ALPHABET INC 2.7%
Value ($000) $12,905 Shares 82,603 Est. Cost $149.06 Unrealized +22.4%
MEAR ISHARES U S ETF TR 2.5%
Value ($000) $12,318 Shares 245,193 Est. Cost $50.19 Unrealized
META META PLATFORMS INC 2.5%
Value ($000) $11,897 Shares 20,641 Est. Cost $387.37 Unrealized +66.1%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $10,435 Shares 62,923 Est. Cost $152.28 Unrealized +0.1%
V VISA INC 2.1%
Value ($000) $9,939 Shares 28,361 Est. Cost $293.45 Unrealized +14.6%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $8,359 Shares 70,285 Est. Cost $105.76 Unrealized +1.4%
SGOV ISHARES TR 1.6%
Value ($000) $7,572 Shares 75,218 Est. Cost $100.32 Unrealized
TJX TJX COS INC NEW 1.5%
Value ($000) $7,358 Shares 60,408 Est. Cost $114.13 Unrealized +5.2%
AVGO BROADCOM INC 1.5%
Value ($000) $7,029 Shares 41,982 Est. Cost $160.51 Unrealized +30.7%
NFLX NETFLIX INC 1.1%
Value ($000) $5,464 Shares 5,859 Est. Cost $58.16 Unrealized +63.5%
BIL SPDR SER TR 1.1%
Value ($000) $5,354 Shares 58,366 Est. Cost $91.55 Unrealized
ROP ROPER TECHNOLOGIES INC 1.1%
Value ($000) $5,295 Shares 8,981 Est. Cost $539.12 Unrealized +3.4%
RTX RTX CORPORATION 1.0%
Value ($000) $4,909 Shares 37,059 Est. Cost $117.87 Unrealized +5.8%
SEIC SEI INVTS CO 1.0%
Value ($000) $4,741 Shares 61,078 Est. Cost $73.65 Unrealized +7.9%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $4,724 Shares 9,019 Est. Cost $516.66 Unrealized -3.3%
FLOT ISHARES TR 1.0%
Value ($000) $4,670 Shares 91,484 Est. Cost $50.88 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $4,623 Shares 27,127 Est. Cost $148.95 Unrealized +10.1%
LLY ELI LILLY & CO 0.9%
Value ($000) $4,576 Shares 5,540 Est. Cost $607.08 Unrealized +36.2%
LIN LINDE PLC 0.9%
Value ($000) $4,430 Shares 9,514 Est. Cost $442.06 Unrealized +0.6%
ADI ANALOG DEVICES INC 0.9%
Value ($000) $4,385 Shares 21,744 Est. Cost $203.04 Unrealized +4.9%
BSX BOSTON SCIENTIFIC CORP 0.9%
Value ($000) $4,366 Shares 43,284 Est. Cost $97.50 Unrealized +3.3%
CBSH COMMERCE BANCSHARES INC 0.9%
Value ($000) $4,288 Shares 68,902 Est. Cost $59.88 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.9%
Value ($000) $4,276 Shares 26,939 Est. Cost $117.54 Unrealized +16.5%
AME AMETEK INC 0.9%
Value ($000) $4,263 Shares 24,762 Est. Cost $173.60 Unrealized +4.0%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $4,261 Shares 17,371 Est. Cost $182.45 Unrealized +37.5%
WELL WELLTOWER INC 0.9%
Value ($000) $4,200 Shares 27,416 Est. Cost $140.30 Unrealized 0.0%
GGG GRACO INC 0.9%
Value ($000) $4,153 Shares 49,726 Est. Cost $82.04 Unrealized +1.7%
GIS GENERAL MLS INC 0.8%
Value ($000) $4,085 Shares 68,321 Est. Cost $62.86 Unrealized -7.8%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $4,065 Shares 7,416 Est. Cost $430.88 Unrealized +25.8%
HESS CORP 0.8%
Value ($000) $4,062 Shares 25,428 Est. Cost $159.73 Unrealized
TMUS T-MOBILE US INC 0.8%
Value ($000) $4,012 Shares 15,041 Est. Cost $165.81 Unrealized +46.6%
DIS DISNEY WALT CO 0.8%
Value ($000) $3,974 Shares 40,259 Est. Cost $106.29 Unrealized 0.0%
VST VISTRA CORP 0.8%
Value ($000) $3,852 Shares 32,800 Est. Cost $117.08 Unrealized +26.9%
MRK MERCK & CO INC 0.8%
Value ($000) $3,793 Shares 42,255 Est. Cost $107.57 Unrealized -16.2%
CHD CHURCH & DWIGHT CO INC 0.8%
Value ($000) $3,739 Shares 33,961 Est. Cost $100.82 Unrealized +5.0%
TXRH TEXAS ROADHOUSE INC 0.8%
Value ($000) $3,653 Shares 21,920 Est. Cost $172.84 Unrealized +0.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.7%
Value ($000) $3,628 Shares 47,422 Est. Cost $80.04 Unrealized +0.3%
ABT ABBOTT LABS 0.7%
Value ($000) $3,546 Shares 26,734 Est. Cost $112.08 Unrealized +12.0%
RSG REPUBLIC SVCS INC 0.7%
Value ($000) $3,545 Shares 14,641 Est. Cost $220.21 Unrealized +0.8%
COR CENCORA INC 0.7%
Value ($000) $3,373 Shares 12,129 Est. Cost $232.82 Unrealized +7.2%
PKG PACKAGING CORP AMER 0.7%
Value ($000) $3,348 Shares 16,906 Est. Cost $206.10 Unrealized +1.1%
NDAQ NASDAQ INC 0.7%
Value ($000) $3,328 Shares 43,870 Est. Cost $77.78 Unrealized 0.0%
CME CME GROUP INC 0.7%
Value ($000) $3,309 Shares 12,472 Est. Cost $204.17 Unrealized +18.7%
TDY TELEDYNE TECHNOLOGIES INC 0.7%
Value ($000) $3,292 Shares 6,614 Est. Cost $480.40 Unrealized +3.0%
T AT&T INC 0.7%
Value ($000) $3,259 Shares 115,256 Est. Cost $24.35 Unrealized 0.0%
ADC AGREE RLTY CORP 0.7%
Value ($000) $3,193 Shares 41,368 Est. Cost $76.51 Unrealized
KELLANOVA 0.7%
Value ($000) $3,170 Shares 38,428 Est. Cost $80.02 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $3,075 Shares 50,421 Est. Cost $45.93 Unrealized +20.8%
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $3,043 Shares 25,303 Est. Cost $118.67 Unrealized -4.2%
HLT HILTON WORLDWIDE HLDGS INC 0.6%
Value ($000) $2,954 Shares 12,983 Est. Cost $232.80 Unrealized +6.8%
CSCO CISCO SYS INC 0.6%
Value ($000) $2,893 Shares 46,879 Est. Cost $60.10 Unrealized 0.0%
MO ALTRIA GROUP INC 0.6%
Value ($000) $2,844 Shares 47,387 Est. Cost $51.03 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $2,828 Shares 25,708 Est. Cost $112.66 Unrealized 0.0%
FE FIRSTENERGY CORP 0.6%
Value ($000) $2,820 Shares 69,764 Est. Cost $38.47 Unrealized 0.0%
SHYG ISHARES TR 0.6%
Value ($000) $2,769 Shares 65,133 Est. Cost $42.61 Unrealized
PPL PPL CORP 0.6%
Value ($000) $2,766 Shares 76,610 Est. Cost $30.03 Unrealized +9.6%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,689 Shares 16,076 Est. Cost $143.47 Unrealized +4.9%
ORCL ORACLE CORP 0.6%
Value ($000) $2,683 Shares 19,189 Est. Cost $161.57 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $2,577 Shares 8,436 Est. Cost $281.15 Unrealized +5.1%
KO COCA COLA CO 0.5%
Value ($000) $2,529 Shares 35,317 Est. Cost $56.90 Unrealized +14.2%
TYL TYLER TECHNOLOGIES INC 0.5%
Value ($000) $2,517 Shares 4,330 Est. Cost $595.18 Unrealized -0.2%
WTW WILLIS TOWERS WATSON PLC LTD 0.5%
Value ($000) $2,492 Shares 7,374 Est. Cost $322.30 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.5%
Value ($000) $2,402 Shares 39,010 Est. Cost $96.69 Unrealized 0.0%
BAC BANK AMERICA CORP 0.5%
Value ($000) $2,295 Shares 55,003 Est. Cost $31.36 Unrealized +39.1%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $2,101 Shares 29,262 Est. Cost $54.54 Unrealized +35.1%
USIG ISHARES TR 0.4%
Value ($000) $1,892 Shares 37,036 Est. Cost $50.28 Unrealized
JUNIPER NETWORKS INC 0.4%
Value ($000) $1,850 Shares 51,123 Est. Cost $36.19 Unrealized
FOX FOX CORP 0.4%
Value ($000) $1,841 Shares 34,918 Est. Cost $49.23 Unrealized 0.0%
GE GE AEROSPACE 0.4%
Value ($000) $1,830 Shares 9,141 Est. Cost $129.78 Unrealized +50.8%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $1,786 Shares 4,105 Est. Cost $471.66 Unrealized -16.4%
EBAY EBAY INC. 0.4%
Value ($000) $1,774 Shares 26,189 Est. Cost $65.70 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $1,724 Shares 10,188 Est. Cost $161.93 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $1,697 Shares 25,018 Est. Cost $65.17 Unrealized -8.3%
AJG GALLAGHER ARTHUR J & CO 0.3%
Value ($000) $1,672 Shares 4,843 Est. Cost $233.67 Unrealized +34.1%
ABBV ABBVIE INC 0.3%
Value ($000) $1,637 Shares 7,811 Est. Cost $158.07 Unrealized +19.8%
WH WYNDHAM HOTELS & RESORTS INC 0.3%
Value ($000) $1,621 Shares 17,915 Est. Cost $101.42 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $1,621 Shares 7,803 Est. Cost $157.48 Unrealized +19.8%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,534 Shares 4,351 Est. Cost $381.06 Unrealized 0.0%
MTUM ISHARES TR 0.3%
Value ($000) $1,437 Shares 7,110 Est. Cost $202.76 Unrealized
GEV GE VERNOVA INC 0.3%
Value ($000) $1,242 Shares 4,068 Est. Cost $292.87 Unrealized +18.9%
NOW SERVICENOW INC 0.2%
Value ($000) $1,186 Shares 1,490 Est. Cost $168.61 Unrealized +14.3%
FISV FISERV INC 0.2%
Value ($000) $1,151 Shares 5,214 Est. Cost $149.49 Unrealized +46.4%
BLK BLACKROCK INC 0.2%
Value ($000) $1,117 Shares 1,180 Est. Cost $991.05 Unrealized -2.9%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,097 Shares 2,159 Est. Cost $493.42 Unrealized +2.9%
ROST ROSS STORES INC 0.2%
Value ($000) $1,055 Shares 8,259 Est. Cost $145.28 Unrealized -4.7%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $1,019 Shares 6,590 Est. Cost $106.88 Unrealized +33.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $995 Shares 1,052 Est. Cost $878.49 Unrealized +10.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $991 Shares 3,176 Est. Cost $334.08 Unrealized +4.6%
DOX AMDOCS LTD 0.2%
Value ($000) $970 Shares 10,599 Est. Cost $84.15 Unrealized +1.2%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $965 Shares 13,359 Est. Cost $106.29 Unrealized 0.0%
EMHY ISHARES INC 0.2%
Value ($000) $931 Shares 24,350 Est. Cost $37.98 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $913 Shares 5,290 Est. Cost $110.43 Unrealized +46.8%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $909 Shares 13,852 Est. Cost $56.69 Unrealized +19.5%
PFF ISHARES TR 0.2%
Value ($000) $874 Shares 28,436 Est. Cost $31.44 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $842 Shares 1,736 Est. Cost $442.38 Unrealized +5.3%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $830 Shares 5,744 Est. Cost $145.46 Unrealized -7.6%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $827 Shares 3,324 Est. Cost $208.09 Unrealized +15.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $825 Shares 2,641 Est. Cost $267.08 Unrealized +9.7%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $804 Shares 5,543 Est. Cost $196.52 Unrealized -15.2%
FDX FEDEX CORP 0.2%
Value ($000) $802 Shares 3,291 Est. Cost $247.21 Unrealized +2.6%
VMC VULCAN MATLS CO 0.2%
Value ($000) $772 Shares 3,309 Est. Cost $223.04 Unrealized +13.1%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $772 Shares 2,727 Est. Cost $193.26 Unrealized +26.9%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $769 Shares 1,408 Est. Cost $590.71 Unrealized 0.0%
HD HOME DEPOT INC 0.2%
Value ($000) $768 Shares 2,095 Est. Cost $359.19 Unrealized +6.0%
ADBE ADOBE INC 0.1%
Value ($000) $717 Shares 1,870 Est. Cost $558.64 Unrealized -23.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $680 Shares 1,373 Est. Cost $447.43 Unrealized +23.6%
NTAP NETAPP INC 0.1%
Value ($000) $665 Shares 7,565 Est. Cost $120.66 Unrealized -10.2%
WAB WABTEC 0.1%
Value ($000) $641 Shares 3,532 Est. Cost $164.21 Unrealized +16.2%
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $635 Shares 9,192 Est. Cost $94.43 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $627 Shares 438 Est. Cost $71.44 Unrealized +21.8%
AZO AUTOZONE INC 0.1%
Value ($000) $621 Shares 163 Est. Cost $2830.09 Unrealized +21.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $620 Shares 2,274 Est. Cost $242.14 Unrealized +5.6%
CRM SALESFORCE INC 0.1%
Value ($000) $587 Shares 2,187 Est. Cost $286.58 Unrealized +7.8%
PTC PTC INC 0.1%
Value ($000) $584 Shares 3,772 Est. Cost $161.63 Unrealized +6.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $563 Shares 3,762 Est. Cost $145.17 Unrealized +13.7%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $513 Shares 2,070 Est. Cost $245.80 Unrealized +2.0%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $510 Shares 2,252 Est. Cost $181.30 Unrealized +13.9%
CSX CSX CORP 0.1%
Value ($000) $476 Shares 16,190 Est. Cost $34.95 Unrealized -10.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $460 Shares 4,383 Est. Cost $106.95 Unrealized -9.5%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $459 Shares 724 Est. Cost $792.16 Unrealized -13.6%
MDT MEDTRONIC PLC 0.1%
Value ($000) $452 Shares 5,034 Est. Cost $82.70 Unrealized +5.7%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $452 Shares 1,974 Est. Cost $226.83 Unrealized +0.2%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $451 Shares 1,850 Est. Cost $204.28 Unrealized +9.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $449 Shares 4,368 Est. Cost $143.93 Unrealized -22.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $444 Shares 2,872 Est. Cost $155.01 Unrealized +16.6%
PEP PEPSICO INC 0.1%
Value ($000) $438 Shares 2,923 Est. Cost $161.50 Unrealized -11.2%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $432 Shares 7,833 Est. Cost $53.69 Unrealized +0.4%
SRE SEMPRA 0.1%
Value ($000) $422 Shares 5,907 Est. Cost $70.88 Unrealized +6.6%
PFE PFIZER INC 0.1%
Value ($000) $408 Shares 16,088 Est. Cost $24.71 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $386 Shares 4,395 Est. Cost $68.40 Unrealized +35.9%
VICI VICI PPTYS INC 0.1%
Value ($000) $384 Shares 11,771 Est. Cost $29.16 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $379 Shares 2,108 Est. Cost $192.99 Unrealized -5.6%
NWS NEWS CORP NEW 0.1%
Value ($000) $367 Shares 12,095 Est. Cost $22.32 Unrealized +41.0%
NVS NOVARTIS AG 0.1%
Value ($000) $350 Shares 3,139 Est. Cost $98.65 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $347 Shares 1,150 Est. Cost $246.91 Unrealized +11.9%
ZTS ZOETIS INC 0.1%
Value ($000) $345 Shares 2,096 Est. Cost $179.58 Unrealized -8.4%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $340 Shares 776 Est. Cost $441.57 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $327 Shares 2,117 Est. Cost $123.41 Unrealized +16.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $325 Shares 1,403 Est. Cost $188.71 Unrealized +15.7%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $323 Shares 3,849 Est. Cost $76.49 Unrealized +7.9%
TKO TKO GROUP HOLDINGS INC 0.1%
Value ($000) $322 Shares 2,107 Est. Cost $128.97 Unrealized +17.1%
FFIV F5 INC 0.1%
Value ($000) $319 Shares 1,197 Est. Cost $279.63 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $318 Shares 4,381 Est. Cost $74.98 Unrealized +4.2%
FWONA LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $314 Shares 3,856 Est. Cost $83.83 Unrealized
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $314 Shares 2,222 Est. Cost $146.88 Unrealized -0.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $312 Shares 838 Est. Cost $377.08 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $297 Shares 437 Est. Cost $669.07 Unrealized +6.8%
ETN EATON CORP PLC 0.1%
Value ($000) $294 Shares 1,082 Est. Cost $313.95 Unrealized -1.7%
KR KROGER CO 0.1%
Value ($000) $273 Shares 4,027 Est. Cost $47.77 Unrealized +30.3%
WMB WILLIAMS COS INC 0.1%
Value ($000) $272 Shares 4,545 Est. Cost $52.14 Unrealized +6.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $271 Shares 1,281 Est. Cost $193.57 Unrealized +2.5%
EOG EOG RES INC 0.1%
Value ($000) $268 Shares 2,088 Est. Cost $125.12 Unrealized 0.0%
TW TRADEWEB MKTS INC 0.1%
Value ($000) $264 Shares 1,779 Est. Cost $131.89 Unrealized +0.8%
HUBB HUBBELL INC 0.1%
Value ($000) $254 Shares 767 Est. Cost $436.97 Unrealized -12.4%
MUB ISHARES TR 0.1%
Value ($000) $251 Shares 2,382 Est. Cost $106.55 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $251 Shares 1,398 Est. Cost $104.53 Unrealized +78.7%
INTU INTUIT 0.1%
Value ($000) $243 Shares 395 Est. Cost $595.98 Unrealized +0.2%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $242 Shares 3,438 Est. Cost $68.81 Unrealized 0.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $241 Shares 25,112 Est. Cost $9.58 Unrealized
SNY SANOFI 0.0%
Value ($000) $235 Shares 4,241 Est. Cost $48.23 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $229 Shares 3,593 Est. Cost $56.88 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $229 Shares 3,120 Est. Cost $73.28 Unrealized
STE STERIS PLC 0.0%
Value ($000) $228 Shares 1,005 Est. Cost $218.57 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $224 Shares 480 Est. Cost $478.56 Unrealized 0.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $222 Shares 1,788 Est. Cost $111.13 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $222 Shares 847 Est. Cost $284.41 Unrealized 0.0%
REG REGENCY CTRS CORP 0.0%
Value ($000) $222 Shares 3,004 Est. Cost $70.06 Unrealized 0.0%
DT DYNATRACE INC 0.0%
Value ($000) $221 Shares 4,696 Est. Cost $54.70 Unrealized 0.0%
SNA SNAP ON INC 0.0%
Value ($000) $221 Shares 657 Est. Cost $331.71 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $221 Shares 48 Est. Cost $4749.08 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $221 Shares 737 Est. Cost $287.59 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $221 Shares 2,223 Est. Cost $94.96 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $217 Shares 602 Est. Cost $375.36 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $217 Shares 917 Est. Cost $233.69 Unrealized +0.8%
PSTG PURE STORAGE INC 0.0%
Value ($000) $216 Shares 4,868 Est. Cost $55.69 Unrealized +8.3%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $215 Shares 2,749 Est. Cost $77.67 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $215 Shares 354 Est. Cost $648.59 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $214 Shares 2,224 Est. Cost $101.38 Unrealized 0.0%
STGW STAGWELL INC 0.0%
Value ($000) $214 Shares 35,381 Est. Cost $7.13 Unrealized -11.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $210 Shares 1,369 Est. Cost $168.65 Unrealized -5.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $209 Shares 2,474 Est. Cost $87.82 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $203 Shares 2,757 Est. Cost $65.52 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $202 Shares 749 Est. Cost $283.58 Unrealized +3.1%
DOW DOW INC 0.0%
Value ($000) $201 Shares 5,755 Est. Cost $35.96 Unrealized 0.0%