Heritage Family Offices, LLP Diversified Active

CIK: 0002019316 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 10, 2025

Total Value ($000): $195,527 (100.0% shares, 0.0% debt)

Holdings (177)

SPEM SPDR INDEX SHS FDS 8.1%
Value ($000) $15,923 Shares 404,452 Est. Cost $37.67 Unrealized
SMMD ISHARES TR 7.0%
Value ($000) $13,759 Shares 219,999 Est. Cost $62.59 Unrealized
USHY ISHARES TR 4.7%
Value ($000) $9,255 Shares 251,424 Est. Cost $36.31 Unrealized
EFA ISHARES TR 4.7%
Value ($000) $9,115 Shares 111,529 Est. Cost $77.84 Unrealized
IVV ISHARES TR 3.8%
Value ($000) $7,392 Shares 13,156 Est. Cost $547.67 Unrealized
AGG ISHARES TR 3.8%
Value ($000) $7,355 Shares 74,348 Est. Cost $97.21 Unrealized
EMB ISHARES TR 2.4%
Value ($000) $4,782 Shares 52,786 Est. Cost $88.54 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $4,104 Shares 18,475 Est. Cost $194.00 Unrealized +19.0%
IEFA ISHARES TR 1.8%
Value ($000) $3,528 Shares 46,634 Est. Cost $72.60 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $3,477 Shares 9,263 Est. Cost $417.77 Unrealized -3.0%
AJG GALLAGHER ARTHUR J & CO 1.3%
Value ($000) $2,502 Shares 7,246 Est. Cost $254.93 Unrealized +22.9%
V VISA INC 1.2%
Value ($000) $2,422 Shares 6,912 Est. Cost $276.92 Unrealized +21.5%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $2,403 Shares 4,385 Est. Cost $461.34 Unrealized +17.5%
XPEL XPEL INC 1.2%
Value ($000) $2,403 Shares 81,802 Est. Cost $43.10 Unrealized -13.0%
SYK STRYKER CORPORATION 1.2%
Value ($000) $2,271 Shares 6,101 Est. Cost $336.18 Unrealized +12.2%
ICE INTERCONTINENTAL EXCHANGE IN 1.1%
Value ($000) $2,229 Shares 12,923 Est. Cost $138.17 Unrealized +17.3%
TEL TE CONNECTIVITY PLC 1.1%
Value ($000) $2,190 Shares 15,498 Est. Cost $146.87 Unrealized -0.3%
KLAC KLA CORP 1.1%
Value ($000) $2,154 Shares 3,169 Est. Cost $724.30 Unrealized -1.3%
IWM ISHARES TR 1.1%
Value ($000) $2,090 Shares 10,476 Est. Cost $203.75 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $2,069 Shares 12,356 Est. Cost $157.78 Unrealized +33.0%
IEMG ISHARES INC 1.0%
Value ($000) $2,002 Shares 37,088 Est. Cost $53.14 Unrealized
ABBV ABBVIE INC 1.0%
Value ($000) $1,975 Shares 9,428 Est. Cost $158.99 Unrealized +19.1%
LOW LOWES COS INC 1.0%
Value ($000) $1,975 Shares 8,469 Est. Cost $223.56 Unrealized +8.3%
ABT ABBOTT LABS 1.0%
Value ($000) $1,964 Shares 14,808 Est. Cost $114.88 Unrealized +9.2%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $1,922 Shares 6,161 Est. Cost $301.34 Unrealized +16.0%
J JACOBS SOLUTIONS INC 0.9%
Value ($000) $1,830 Shares 15,141 Est. Cost $123.02 Unrealized +3.8%
SPYM SPDR SER TR 0.9%
Value ($000) $1,800 Shares 27,366 Est. Cost $64.33 Unrealized
LLY ELI LILLY & CO 0.9%
Value ($000) $1,765 Shares 2,138 Est. Cost $794.36 Unrealized +4.1%
EMR EMERSON ELEC CO 0.8%
Value ($000) $1,588 Shares 14,488 Est. Cost $108.19 Unrealized +9.8%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,530 Shares 2,921 Est. Cost $478.25 Unrealized +4.4%
WEC WEC ENERGY GROUP INC 0.7%
Value ($000) $1,412 Shares 12,957 Est. Cost $99.22 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $1,307 Shares 7,271 Est. Cost $176.97 Unrealized +3.0%
ADI ANALOG DEVICES INC 0.6%
Value ($000) $1,171 Shares 5,808 Est. Cost $208.36 Unrealized +2.2%
MCK MCKESSON CORP 0.6%
Value ($000) $1,164 Shares 1,729 Est. Cost $552.61 Unrealized +11.5%
MCO MOODYS CORP 0.6%
Value ($000) $1,155 Shares 2,481 Est. Cost $398.38 Unrealized +20.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $1,141 Shares 14,910 Est. Cost $80.25 Unrealized 0.0%
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $1,135 Shares 49,012 Est. Cost $30.09 Unrealized
NDAQ NASDAQ INC 0.6%
Value ($000) $1,121 Shares 14,776 Est. Cost $77.78 Unrealized 0.0%
VRIG INVESCO ACTIVELY MANAGED EXC 0.6%
Value ($000) $1,111 Shares 44,300 Est. Cost $25.13 Unrealized
SHYG ISHARES TR 0.6%
Value ($000) $1,109 Shares 26,082 Est. Cost $42.25 Unrealized
APH AMPHENOL CORP NEW 0.6%
Value ($000) $1,097 Shares 16,731 Est. Cost $67.73 Unrealized 0.0%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,097 Shares 5,182 Est. Cost $184.90 Unrealized +7.3%
BINC BLACKROCK ETF TRUST II 0.5%
Value ($000) $1,070 Shares 20,419 Est. Cost $52.38 Unrealized
IUSB ISHARES TR 0.5%
Value ($000) $1,040 Shares 22,568 Est. Cost $45.62 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $988 Shares 6,000 Est. Cost $163.47 Unrealized +0.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.5%
Value ($000) $977 Shares 4,285 Est. Cost $158.80 Unrealized +33.4%
EOG EOG RES INC 0.5%
Value ($000) $970 Shares 7,562 Est. Cost $122.29 Unrealized +2.3%
SONY SONY GROUP CORP 0.5%
Value ($000) $959 Shares 37,771 Est. Cost $32.35 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $950 Shares 2,591 Est. Cost $331.06 Unrealized +15.0%
RELX RELX PLC 0.5%
Value ($000) $941 Shares 18,660 Est. Cost $45.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $930 Shares 1,747 Est. Cost $438.86 Unrealized +10.8%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $926 Shares 12,893 Est. Cost $56.87 Unrealized +29.6%
VMC VULCAN MATLS CO 0.5%
Value ($000) $918 Shares 3,933 Est. Cost $266.48 Unrealized -5.3%
AON AON PLC 0.5%
Value ($000) $907 Shares 2,273 Est. Cost $303.44 Unrealized +25.8%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $862 Shares 18,413 Est. Cost $52.01 Unrealized
EFV ISHARES TR 0.4%
Value ($000) $861 Shares 14,613 Est. Cost $53.20 Unrealized
DE DEERE & CO 0.4%
Value ($000) $850 Shares 1,812 Est. Cost $383.08 Unrealized +20.5%
HLN HALEON PLC 0.4%
Value ($000) $843 Shares 81,912 Est. Cost $8.35 Unrealized
ALLE ALLEGION PLC 0.4%
Value ($000) $838 Shares 6,420 Est. Cost $125.67 Unrealized +2.3%
CLOA BLACKROCK ETF TRUST II 0.4%
Value ($000) $836 Shares 16,137 Est. Cost $51.92 Unrealized
ALC ALCON AG 0.4%
Value ($000) $809 Shares 8,523 Est. Cost $85.22 Unrealized +4.9%
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $801 Shares 15,805 Est. Cost $50.71 Unrealized
LII LENNOX INTL INC 0.4%
Value ($000) $752 Shares 1,342 Est. Cost $510.39 Unrealized +17.5%
LPLA LPL FINL HLDGS INC 0.4%
Value ($000) $742 Shares 2,269 Est. Cost $289.27 Unrealized +20.4%
MDT MEDTRONIC PLC 0.4%
Value ($000) $738 Shares 8,211 Est. Cost $78.45 Unrealized +11.4%
WRB BERKLEY W R CORP 0.4%
Value ($000) $727 Shares 10,218 Est. Cost $53.46 Unrealized +11.7%
HYBB ISHARES TR 0.4%
Value ($000) $704 Shares 15,232 Est. Cost $46.07 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $699 Shares 4,401 Est. Cost $91.29 Unrealized +50.1%
SU SUNCOR ENERGY INC NEW 0.4%
Value ($000) $694 Shares 17,919 Est. Cost $36.79 Unrealized +1.8%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.3%
Value ($000) $673 Shares 5,783 Est. Cost $90.36 Unrealized +17.0%
ASML ASML HOLDING N V 0.3%
Value ($000) $668 Shares 1,008 Est. Cost $1019.76 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value ($000) $663 Shares 9,017 Est. Cost $77.99 Unrealized
NVS NOVARTIS AG 0.3%
Value ($000) $654 Shares 5,866 Est. Cost $106.38 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.3%
Value ($000) $654 Shares 3,948 Est. Cost $33.97 Unrealized +45.2%
TOTALENERGIES SE 0.3%
Value ($000) $644 Shares 9,949 Est. Cost $66.53 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $636 Shares 6,029 Est. Cost $106.55 Unrealized
ESGU ISHARES TR 0.3%
Value ($000) $631 Shares 5,179 Est. Cost $119.32 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $630 Shares 3,316 Est. Cost $248.62 Unrealized -15.7%
MBB ISHARES TR 0.3%
Value ($000) $603 Shares 6,432 Est. Cost $92.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $600 Shares 2,905 Est. Cost $226.24 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $589 Shares 5,439 Est. Cost $121.76 Unrealized +4.1%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $585 Shares 1,152 Est. Cost $431.02 Unrealized +17.8%
NICE NICE LTD 0.3%
Value ($000) $584 Shares 3,789 Est. Cost $154.17 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $584 Shares 3,008 Est. Cost $182.55 Unrealized
WMT WALMART INC 0.3%
Value ($000) $562 Shares 6,405 Est. Cost $73.11 Unrealized +27.1%
COO COOPER COS INC 0.3%
Value ($000) $562 Shares 6,659 Est. Cost $92.40 Unrealized -3.0%
WSO WATSCO INC 0.3%
Value ($000) $552 Shares 1,086 Est. Cost $463.30 Unrealized +6.4%
BSY BENTLEY SYS INC 0.3%
Value ($000) $541 Shares 13,752 Est. Cost $49.75 Unrealized -10.8%
POOL POOL CORP 0.3%
Value ($000) $527 Shares 1,655 Est. Cost $348.84 Unrealized -4.3%
EFX EQUIFAX INC 0.3%
Value ($000) $504 Shares 2,069 Est. Cost $238.50 Unrealized +4.6%
QUAL ISHARES TR 0.3%
Value ($000) $496 Shares 2,901 Est. Cost $172.05 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $484 Shares 6,968 Est. Cost $141.77 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $478 Shares 3,708 Est. Cost $118.60 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $462 Shares 1,939 Est. Cost $236.12 Unrealized +14.1%
OLED UNIVERSAL DISPLAY CORP 0.2%
Value ($000) $457 Shares 3,280 Est. Cost $172.99 Unrealized -14.7%
ROL ROLLINS INC 0.2%
Value ($000) $453 Shares 8,392 Est. Cost $45.40 Unrealized +9.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $452 Shares 7,530 Est. Cost $39.65 Unrealized +28.7%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $450 Shares 6,024 Est. Cost $64.95 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $449 Shares 2,592 Est. Cost $173.23 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $435 Shares 873 Est. Cost $409.56 Unrealized +20.8%
GOVT ISHARES TR 0.2%
Value ($000) $432 Shares 18,814 Est. Cost $22.57 Unrealized
NDSN NORDSON CORP 0.2%
Value ($000) $415 Shares 2,055 Est. Cost $242.41 Unrealized -13.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $412 Shares 6,325 Est. Cost $53.24 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $409 Shares 2,238 Est. Cost $162.99 Unrealized +5.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $398 Shares 1,408 Est. Cost $310.66 Unrealized +10.0%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $393 Shares 3,442 Est. Cost $81.22 Unrealized +26.8%
EFG ISHARES TR 0.2%
Value ($000) $388 Shares 3,881 Est. Cost $102.12 Unrealized
ITGR INTEGER HLDGS CORP 0.2%
Value ($000) $387 Shares 3,283 Est. Cost $118.85 Unrealized +10.1%
ZWS ZURN ELKAY WATER SOLNS CORP 0.2%
Value ($000) $382 Shares 11,575 Est. Cost $31.15 Unrealized +14.4%
CHH CHOICE HOTELS INTL INC 0.2%
Value ($000) $373 Shares 2,812 Est. Cost $118.29 Unrealized +19.3%
XVV ISHARES TR 0.2%
Value ($000) $357 Shares 8,335 Est. Cost $42.05 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.2%
Value ($000) $349 Shares 2,745 Est. Cost $108.39 Unrealized +13.2%
NPO ENPRO INC 0.2%
Value ($000) $338 Shares 2,089 Est. Cost $154.30 Unrealized +16.4%
NOBL PROSHARES TR 0.2%
Value ($000) $338 Shares 3,304 Est. Cost $96.13 Unrealized
ESE ESCO TECHNOLOGIES INC 0.2%
Value ($000) $334 Shares 2,096 Est. Cost $120.71 Unrealized +23.9%
SIGI SELECTIVE INS GROUP INC 0.2%
Value ($000) $330 Shares 3,608 Est. Cost $93.16 Unrealized -8.0%
IJH ISHARES TR 0.2%
Value ($000) $322 Shares 5,520 Est. Cost $58.52 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $313 Shares 1,818 Est. Cost $168.79 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $313 Shares 1,644 Est. Cost $204.81 Unrealized +6.0%
CHE CHEMED CORP NEW 0.2%
Value ($000) $311 Shares 506 Est. Cost $568.90 Unrealized -0.5%
IJR ISHARES TR 0.2%
Value ($000) $307 Shares 2,937 Est. Cost $106.67 Unrealized
PATK PATRICK INDS INC 0.2%
Value ($000) $302 Shares 3,571 Est. Cost $78.16 Unrealized +13.3%
VDC VANGUARD WORLD FD 0.2%
Value ($000) $301 Shares 1,375 Est. Cost $203.03 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $297 Shares 5,820 Est. Cost $51.14 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $293 Shares 2,463 Est. Cost $110.09 Unrealized -2.6%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $290 Shares 1,700 Est. Cost $147.92 Unrealized
MC MOELIS & CO 0.1%
Value ($000) $288 Shares 4,940 Est. Cost $52.66 Unrealized +27.8%
EXPO EXPONENT INC 0.1%
Value ($000) $281 Shares 3,472 Est. Cost $88.21 Unrealized -2.7%
IVE ISHARES TR 0.1%
Value ($000) $280 Shares 1,470 Est. Cost $195.80 Unrealized
KFY KORN FERRY 0.1%
Value ($000) $279 Shares 4,113 Est. Cost $62.36 Unrealized +5.4%
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $275 Shares 9,080 Est. Cost $26.10 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $274 Shares 3,029 Est. Cost $83.97 Unrealized
STC STEWART INFORMATION SVCS COR 0.1%
Value ($000) $274 Shares 3,840 Est. Cost $63.57 Unrealized +6.5%
KFRC KFORCE INC 0.1%
Value ($000) $271 Shares 5,545 Est. Cost $57.02 Unrealized -8.6%
IJJ ISHARES TR 0.1%
Value ($000) $268 Shares 2,237 Est. Cost $113.48 Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value ($000) $267 Shares 5,666 Est. Cost $35.45 Unrealized +35.7%
ENOV ENOVIS CORPORATION 0.1%
Value ($000) $267 Shares 6,978 Est. Cost $44.06 Unrealized -3.7%
IUSV ISHARES TR 0.1%
Value ($000) $261 Shares 2,832 Est. Cost $88.13 Unrealized
MMI MARCUS & MILLICHAP INC 0.1%
Value ($000) $261 Shares 7,586 Est. Cost $32.45 Unrealized +12.0%
SAIA SAIA INC 0.1%
Value ($000) $259 Shares 741 Est. Cost $464.58 Unrealized -6.4%
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value ($000) $255 Shares 8,194 Est. Cost $35.54 Unrealized -4.7%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $254 Shares 1,002 Est. Cost $246.07 Unrealized
MCRI MONARCH CASINO & RESORT INC 0.1%
Value ($000) $254 Shares 3,271 Est. Cost $74.87 Unrealized +13.7%
CRL CHARLES RIV LABS INTL INC 0.1%
Value ($000) $254 Shares 1,689 Est. Cost $221.25 Unrealized -24.2%
IWF ISHARES TR 0.1%
Value ($000) $253 Shares 700 Est. Cost $364.51 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $252 Shares 600 Est. Cost $391.13 Unrealized
IDA IDACORP INC 0.1%
Value ($000) $252 Shares 2,167 Est. Cost $110.05 Unrealized +1.9%
BCPC BALCHEM CORP 0.1%
Value ($000) $250 Shares 1,504 Est. Cost $151.32 Unrealized +7.7%
ENS ENERSYS 0.1%
Value ($000) $246 Shares 2,683 Est. Cost $96.26 Unrealized +0.4%
BWIN THE BALDWIN INSURANCE GRP IN 0.1%
Value ($000) $243 Shares 5,446 Est. Cost $40.73 Unrealized 0.0%
ALG ALAMO GROUP INC 0.1%
Value ($000) $242 Shares 1,358 Est. Cost $185.07 Unrealized -1.4%
TLT ISHARES TR 0.1%
Value ($000) $239 Shares 2,628 Est. Cost $97.13 Unrealized
ADUS ADDUS HOMECARE CORP 0.1%
Value ($000) $239 Shares 2,417 Est. Cost $108.77 Unrealized +2.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $235 Shares 1,779 Est. Cost $132.23 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $233 Shares 416 Est. Cost $544.22 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $231 Shares 1,906 Est. Cost $150.98 Unrealized -12.2%
CSW CSW INDUSTRIALS INC 0.1%
Value ($000) $227 Shares 779 Est. Cost $253.39 Unrealized +27.6%
IUSG ISHARES TR 0.1%
Value ($000) $227 Shares 1,785 Est. Cost $127.48 Unrealized
BHE BENCHMARK ELECTRS INC 0.1%
Value ($000) $225 Shares 5,907 Est. Cost $36.26 Unrealized +14.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 817 Est. Cost $271.94 Unrealized
UMBF UMB FINL CORP 0.1%
Value ($000) $224 Shares 2,215 Est. Cost $99.41 Unrealized +10.9%
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $223 Shares 4,567 Est. Cost $48.76 Unrealized
BOOT BOOT BARN HLDGS INC 0.1%
Value ($000) $220 Shares 2,047 Est. Cost $113.27 Unrealized +18.1%
IVW ISHARES TR 0.1%
Value ($000) $217 Shares 2,339 Est. Cost $101.53 Unrealized
DORM DORMAN PRODS INC 0.1%
Value ($000) $217 Shares 1,800 Est. Cost $106.24 Unrealized +20.1%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $217 Shares 229 Est. Cost $922.64 Unrealized +5.2%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $214 Shares 116 Est. Cost $1367.17 Unrealized +35.5%
NV5 GLOBAL INC 0.1%
Value ($000) $214 Shares 11,090 Est. Cost $18.87 Unrealized
GOLF ACUSHNET HLDGS CORP 0.1%
Value ($000) $212 Shares 3,090 Est. Cost $67.92 Unrealized -0.1%
TER TERADYNE INC 0.1%
Value ($000) $212 Shares 2,568 Est. Cost $125.22 Unrealized -11.0%
AEIS ADVANCED ENERGY INDS 0.1%
Value ($000) $209 Shares 2,189 Est. Cost $103.36 Unrealized +10.3%
SPMB SPDR SER TR 0.1%
Value ($000) $206 Shares 9,363 Est. Cost $22.53 Unrealized
NOG NORTHERN OIL & GAS INC 0.1%
Value ($000) $205 Shares 6,783 Est. Cost $39.03 Unrealized -12.2%
NTST NETSTREIT CORP 0.1%
Value ($000) $168 Shares 10,573 Est. Cost $15.85 Unrealized
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $168 Shares 14,970 Est. Cost $8.09 Unrealized +37.6%
AVNS AVANOS MED INC 0.1%
Value ($000) $146 Shares 10,178 Est. Cost $15.61 Unrealized 0.0%
SHO SUNSTONE HOTEL INVS INC NEW 0.1%
Value ($000) $143 Shares 15,146 Est. Cost $10.50 Unrealized