Heritage Family Offices, LLP Diversified Active

CIK: 0002019316 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 7, 2025

Total Value ($000): $214,907 (100.0% shares, 0.0% debt)

Holdings (197)

SPEM SPDR INDEX SHS FDS 8.2%
Value ($000) $17,535 Shares 374,603 Est. Cost $37.67 Unrealized
SMMD ISHARES TR 7.5%
Value ($000) $16,167 Shares 219,267 Est. Cost $62.59 Unrealized
EFA ISHARES TR 4.6%
Value ($000) $9,909 Shares 106,124 Est. Cost $77.84 Unrealized
USHY ISHARES TR 4.1%
Value ($000) $8,918 Shares 236,040 Est. Cost $36.31 Unrealized
AGG ISHARES TR 3.0%
Value ($000) $6,450 Shares 64,337 Est. Cost $97.21 Unrealized
IVV ISHARES TR 2.8%
Value ($000) $5,986 Shares 8,943 Est. Cost $547.67 Unrealized
EMB ISHARES TR 2.2%
Value ($000) $4,631 Shares 48,655 Est. Cost $88.54 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $4,569 Shares 8,821 Est. Cost $417.77 Unrealized +21.8%
AAPL APPLE INC 2.0%
Value ($000) $4,334 Shares 17,019 Est. Cost $194.00 Unrealized +16.3%
KLAC KLA CORP 1.4%
Value ($000) $3,067 Shares 2,843 Est. Cost $724.30 Unrealized +28.4%
APH AMPHENOL CORP NEW 1.4%
Value ($000) $3,049 Shares 24,637 Est. Cost $81.10 Unrealized +34.9%
AVGO BROADCOM INC 1.4%
Value ($000) $2,989 Shares 9,059 Est. Cost $157.78 Unrealized +93.8%
ETN EATON CORP PLC 1.3%
Value ($000) $2,778 Shares 7,424 Est. Cost $363.27 Unrealized 0.0%
XPEL XPEL INC 1.3%
Value ($000) $2,705 Shares 81,802 Est. Cost $43.10 Unrealized -17.7%
IEFA ISHARES TR 1.2%
Value ($000) $2,536 Shares 29,049 Est. Cost $72.60 Unrealized
WEC WEC ENERGY GROUP INC 1.2%
Value ($000) $2,506 Shares 21,867 Est. Cost $102.43 Unrealized +4.6%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $2,372 Shares 4,170 Est. Cost $461.34 Unrealized +24.3%
J JACOBS SOLUTIONS INC 1.1%
Value ($000) $2,291 Shares 15,289 Est. Cost $123.02 Unrealized +16.4%
V VISA INC 1.1%
Value ($000) $2,277 Shares 6,671 Est. Cost $276.92 Unrealized +24.6%
SYK STRYKER CORPORATION 1.0%
Value ($000) $2,244 Shares 6,070 Est. Cost $336.18 Unrealized +14.4%
ABBV ABBVIE INC 1.0%
Value ($000) $2,196 Shares 9,486 Est. Cost $158.99 Unrealized +27.0%
AJG GALLAGHER ARTHUR J & CO 1.0%
Value ($000) $2,170 Shares 7,007 Est. Cost $261.77 Unrealized +14.7%
RTX RTX CORPORATION 1.0%
Value ($000) $2,138 Shares 12,779 Est. Cost $131.75 Unrealized +17.1%
LOW LOWES COS INC 1.0%
Value ($000) $2,118 Shares 8,428 Est. Cost $223.56 Unrealized +9.2%
ICE INTERCONTINENTAL EXCHANGE IN 1.0%
Value ($000) $2,097 Shares 12,448 Est. Cost $138.17 Unrealized +28.6%
ABT ABBOTT LABS 0.9%
Value ($000) $1,936 Shares 14,453 Est. Cost $114.88 Unrealized +13.7%
EMR EMERSON ELEC CO 0.9%
Value ($000) $1,908 Shares 14,545 Est. Cost $108.19 Unrealized +25.2%
SPYM SPDR SERIES TRUST 0.9%
Value ($000) $1,866 Shares 23,820 Est. Cost $64.33 Unrealized
TXN TEXAS INSTRS INC 0.9%
Value ($000) $1,860 Shares 10,122 Est. Cost $181.57 Unrealized +6.5%
IWM ISHARES TR 0.9%
Value ($000) $1,858 Shares 7,678 Est. Cost $203.75 Unrealized
TEL TE CONNECTIVITY PLC 0.8%
Value ($000) $1,826 Shares 8,316 Est. Cost $146.87 Unrealized +36.2%
IBIT ISHARES BITCOIN TRUST ETF 0.8%
Value ($000) $1,818 Shares 27,971 Est. Cost $56.45 Unrealized
NDAQ NASDAQ INC 0.8%
Value ($000) $1,818 Shares 20,551 Est. Cost $81.82 Unrealized +12.6%
IEMG ISHARES INC 0.7%
Value ($000) $1,580 Shares 23,962 Est. Cost $53.14 Unrealized
ADI ANALOG DEVICES INC 0.6%
Value ($000) $1,370 Shares 5,578 Est. Cost $208.36 Unrealized +14.7%
MCK MCKESSON CORP 0.6%
Value ($000) $1,339 Shares 1,733 Est. Cost $552.61 Unrealized +27.2%
SHYG ISHARES TR 0.6%
Value ($000) $1,307 Shares 30,178 Est. Cost $42.39 Unrealized
ALLE ALLEGION PLC 0.6%
Value ($000) $1,307 Shares 7,367 Est. Cost $130.74 Unrealized +26.3%
VRIG INVESCO ACTIVELY MANAGED EXC 0.6%
Value ($000) $1,299 Shares 51,760 Est. Cost $25.13 Unrealized
BINC BLACKROCK ETF TRUST II 0.6%
Value ($000) $1,242 Shares 23,333 Est. Cost $52.49 Unrealized
VMC VULCAN MATLS CO 0.6%
Value ($000) $1,206 Shares 3,920 Est. Cost $266.48 Unrealized +6.3%
MCO MOODYS CORP 0.6%
Value ($000) $1,184 Shares 2,485 Est. Cost $398.38 Unrealized +26.2%
SCHZ SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,127 Shares 48,016 Est. Cost $30.09 Unrealized
SONY SONY GROUP CORP 0.5%
Value ($000) $1,121 Shares 38,944 Est. Cost $32.24 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,089 Shares 5,174 Est. Cost $184.90 Unrealized +12.0%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $1,084 Shares 12,931 Est. Cost $56.87 Unrealized +41.5%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,075 Shares 5,763 Est. Cost $124.72 Unrealized +39.8%
HD HOME DEPOT INC 0.5%
Value ($000) $1,046 Shares 2,581 Est. Cost $331.06 Unrealized +17.5%
IUSB ISHARES TR 0.5%
Value ($000) $1,037 Shares 22,202 Est. Cost $45.62 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $1,005 Shares 1,317 Est. Cost $794.36 Unrealized -6.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $975 Shares 14,535 Est. Cost $80.25 Unrealized -10.5%
ASML ASML HOLDING N V 0.5%
Value ($000) $972 Shares 1,004 Est. Cost $1019.76 Unrealized
CLOA BLACKROCK ETF TRUST II 0.4%
Value ($000) $962 Shares 18,517 Est. Cost $51.93 Unrealized
EFV ISHARES TR 0.4%
Value ($000) $962 Shares 14,184 Est. Cost $53.20 Unrealized
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $922 Shares 18,156 Est. Cost $50.72 Unrealized
RELX RELX PLC 0.4%
Value ($000) $919 Shares 19,249 Est. Cost $45.90 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.4%
Value ($000) $905 Shares 4,375 Est. Cost $159.68 Unrealized +26.2%
ZTS ZOETIS INC 0.4%
Value ($000) $870 Shares 5,942 Est. Cost $163.47 Unrealized -7.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $858 Shares 1,707 Est. Cost $438.86 Unrealized +10.4%
EOG EOG RES INC 0.4%
Value ($000) $842 Shares 7,506 Est. Cost $122.29 Unrealized -3.5%
DE DEERE & CO 0.4%
Value ($000) $831 Shares 1,817 Est. Cost $383.08 Unrealized +27.8%
HYBB ISHARES TR 0.4%
Value ($000) $823 Shares 17,398 Est. Cost $46.23 Unrealized
AON AON PLC 0.4%
Value ($000) $823 Shares 2,308 Est. Cost $304.32 Unrealized +18.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.4%
Value ($000) $823 Shares 11,959 Est. Cost $53.27 Unrealized +17.9%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $820 Shares 2,910 Est. Cost $226.24 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $770 Shares 8,082 Est. Cost $78.45 Unrealized +16.3%
SU SUNCOR ENERGY INC NEW 0.4%
Value ($000) $756 Shares 18,077 Est. Cost $36.79 Unrealized +9.0%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $747 Shares 3,281 Est. Cost $248.62 Unrealized -10.3%
NVS NOVARTIS AG 0.3%
Value ($000) $740 Shares 5,769 Est. Cost $106.38 Unrealized
WMT WALMART INC 0.3%
Value ($000) $723 Shares 7,019 Est. Cost $75.39 Unrealized +31.6%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $714 Shares 4,401 Est. Cost $91.29 Unrealized +80.9%
HLN HALEON PLC 0.3%
Value ($000) $705 Shares 78,593 Est. Cost $8.35 Unrealized
LPLA LPL FINL HLDGS INC 0.3%
Value ($000) $705 Shares 2,118 Est. Cost $289.27 Unrealized +25.3%
WRB BERKLEY W R CORP 0.3%
Value ($000) $704 Shares 9,188 Est. Cost $53.46 Unrealized +30.9%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $682 Shares 8,894 Est. Cost $77.99 Unrealized
BSY BENTLEY SYS INC 0.3%
Value ($000) $677 Shares 13,156 Est. Cost $49.75 Unrealized +9.8%
ESGU ISHARES TR 0.3%
Value ($000) $657 Shares 4,509 Est. Cost $119.32 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.3%
Value ($000) $649 Shares 1,108 Est. Cost $438.81 Unrealized +24.8%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $649 Shares 3,008 Est. Cost $182.55 Unrealized
MBB ISHARES TR 0.3%
Value ($000) $625 Shares 6,568 Est. Cost $92.70 Unrealized
ALC ALCON AG 0.3%
Value ($000) $612 Shares 8,215 Est. Cost $85.22 Unrealized -2.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.3%
Value ($000) $568 Shares 6,325 Est. Cost $53.24 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.3%
Value ($000) $554 Shares 3,860 Est. Cost $168.70 Unrealized -14.4%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $553 Shares 1,135 Est. Cost $431.02 Unrealized +23.9%
EFX EQUIFAX INC 0.3%
Value ($000) $545 Shares 2,126 Est. Cost $238.82 Unrealized +4.9%
ZWS ZURN ELKAY WATER SOLNS CORP 0.3%
Value ($000) $542 Shares 11,533 Est. Cost $31.15 Unrealized +37.8%
QUAL ISHARES TR 0.3%
Value ($000) $541 Shares 2,783 Est. Cost $172.05 Unrealized
NICE NICE LTD 0.2%
Value ($000) $535 Shares 3,698 Est. Cost $154.17 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.2%
Value ($000) $531 Shares 4,138 Est. Cost $90.36 Unrealized +46.9%
POOL POOL CORP 0.2%
Value ($000) $529 Shares 1,706 Est. Cost $347.72 Unrealized -10.5%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $523 Shares 3,708 Est. Cost $118.60 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $514 Shares 2,085 Est. Cost $301.34 Unrealized -13.5%
NPO ENPRO INC 0.2%
Value ($000) $506 Shares 2,238 Est. Cost $158.40 Unrealized +36.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $505 Shares 1,939 Est. Cost $236.12 Unrealized +13.3%
ROL ROLLINS INC 0.2%
Value ($000) $502 Shares 8,538 Est. Cost $45.59 Unrealized +24.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $497 Shares 7,530 Est. Cost $39.65 Unrealized +54.9%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $492 Shares 2,592 Est. Cost $173.23 Unrealized
LII LENNOX INTL INC 0.2%
Value ($000) $466 Shares 881 Est. Cost $510.39 Unrealized +13.8%
ESE ESCO TECHNOLOGIES INC 0.2%
Value ($000) $466 Shares 2,208 Est. Cost $124.61 Unrealized +58.6%
COO COOPER COS INC 0.2%
Value ($000) $454 Shares 6,625 Est. Cost $92.40 Unrealized -23.3%
NDSN NORDSON CORP 0.2%
Value ($000) $449 Shares 1,980 Est. Cost $242.41 Unrealized -9.6%
EFG ISHARES TR 0.2%
Value ($000) $440 Shares 3,860 Est. Cost $102.12 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $439 Shares 5,973 Est. Cost $64.95 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $435 Shares 724 Est. Cost $474.93 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $419 Shares 18,132 Est. Cost $22.57 Unrealized
AEIS ADVANCED ENERGY INDS 0.2%
Value ($000) $413 Shares 2,430 Est. Cost $108.03 Unrealized +39.3%
WSO WATSCO INC 0.2%
Value ($000) $413 Shares 1,021 Est. Cost $463.30 Unrealized -7.7%
ULS UL SOLUTIONS INC 0.2%
Value ($000) $412 Shares 5,812 Est. Cost $68.16 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $397 Shares 1,335 Est. Cost $310.66 Unrealized +2.8%
MC MOELIS & CO 0.2%
Value ($000) $388 Shares 5,446 Est. Cost $54.25 Unrealized +28.5%
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $382 Shares 1,827 Est. Cost $168.79 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $380 Shares 6,853 Est. Cost $141.77 Unrealized
TRMB TRIMBLE INC 0.2%
Value ($000) $365 Shares 4,473 Est. Cost $81.58 Unrealized 0.0%
ITGR INTEGER HLDGS CORP 0.2%
Value ($000) $356 Shares 3,443 Est. Cost $118.38 Unrealized -8.1%
IJH ISHARES TR 0.2%
Value ($000) $355 Shares 5,438 Est. Cost $58.52 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.2%
Value ($000) $353 Shares 8,402 Est. Cost $26.10 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $341 Shares 3,304 Est. Cost $96.13 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $340 Shares 1,548 Est. Cost $204.81 Unrealized +10.5%
AUB ATLANTIC UN BANKSHARES CORP 0.2%
Value ($000) $339 Shares 9,609 Est. Cost $35.19 Unrealized -5.7%
ADUS ADDUS HOMECARE CORP 0.2%
Value ($000) $331 Shares 2,809 Est. Cost $109.25 Unrealized +2.7%
IVE ISHARES TR 0.2%
Value ($000) $329 Shares 1,595 Est. Cost $196.64 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $327 Shares 2,193 Est. Cost $162.99 Unrealized +1.2%
SAIA SAIA INC 0.2%
Value ($000) $326 Shares 1,088 Est. Cost $412.62 Unrealized -26.9%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $322 Shares 1,700 Est. Cost $147.92 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.1%
Value ($000) $319 Shares 3,426 Est. Cost $81.22 Unrealized +25.9%
SBCF SEACOAST BKG CORP FLA 0.1%
Value ($000) $317 Shares 10,414 Est. Cost $29.65 Unrealized 0.0%
BOOT BOOT BARN HLDGS INC 0.1%
Value ($000) $310 Shares 1,868 Est. Cost $113.27 Unrealized +52.2%
IJR ISHARES TR 0.1%
Value ($000) $309 Shares 2,603 Est. Cost $106.67 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $309 Shares 1,729 Est. Cost $132.23 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $308 Shares 5,572 Est. Cost $51.14 Unrealized
SIGI SELECTIVE INS GROUP INC 0.1%
Value ($000) $307 Shares 3,789 Est. Cost $92.52 Unrealized -13.9%
KFY KORN FERRY 0.1%
Value ($000) $307 Shares 4,388 Est. Cost $62.96 Unrealized +14.3%
IDA IDACORP INC 0.1%
Value ($000) $304 Shares 2,301 Est. Cost $110.85 Unrealized +11.7%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $303 Shares 1,002 Est. Cost $246.07 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $297 Shares 5,022 Est. Cost $49.71 Unrealized
MCRI MONARCH CASINO & RESORT INC 0.1%
Value ($000) $294 Shares 2,780 Est. Cost $74.87 Unrealized +34.0%
STC STEWART INFORMATION SVCS COR 0.1%
Value ($000) $294 Shares 4,012 Est. Cost $63.79 Unrealized +7.9%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $294 Shares 1,375 Est. Cost $203.03 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $294 Shares 1,785 Est. Cost $127.48 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $293 Shares 2,257 Est. Cost $113.48 Unrealized
HLNE HAMILTON LANE INC 0.1%
Value ($000) $291 Shares 2,161 Est. Cost $150.85 Unrealized 0.0%
ICFI ICF INTL INC 0.1%
Value ($000) $291 Shares 3,132 Est. Cost $86.72 Unrealized +6.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $290 Shares 436 Est. Cost $549.81 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.1%
Value ($000) $289 Shares 2,666 Est. Cost $108.39 Unrealized +6.8%
MUB ISHARES TR 0.1%
Value ($000) $289 Shares 2,715 Est. Cost $106.55 Unrealized
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $288 Shares 2,694 Est. Cost $118.29 Unrealized +2.6%
IUSV ISHARES TR 0.1%
Value ($000) $283 Shares 2,832 Est. Cost $88.13 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $282 Shares 3,087 Est. Cost $84.11 Unrealized
ALG ALAMO GROUP INC 0.1%
Value ($000) $281 Shares 1,474 Est. Cost $187.35 Unrealized +14.3%
IVW ISHARES TR 0.1%
Value ($000) $280 Shares 2,321 Est. Cost $101.53 Unrealized
MMI MARCUS & MILLICHAP INC 0.1%
Value ($000) $279 Shares 9,512 Est. Cost $32.20 Unrealized -3.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $278 Shares 600 Est. Cost $391.13 Unrealized
KALU KAISER ALUMINUM CORP 0.1%
Value ($000) $274 Shares 3,553 Est. Cost $78.15 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $273 Shares 2,425 Est. Cost $110.09 Unrealized -0.4%
PATK PATRICK INDS INC 0.1%
Value ($000) $273 Shares 2,641 Est. Cost $78.16 Unrealized +33.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $272 Shares 828 Est. Cost $272.69 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $271 Shares 340 Est. Cost $734.84 Unrealized 0.0%
CPK CHESAPEAKE UTILS CORP 0.1%
Value ($000) $263 Shares 1,956 Est. Cost $122.99 Unrealized 0.0%
GOLF ACUSHNET HLDGS CORP 0.1%
Value ($000) $263 Shares 3,354 Est. Cost $68.68 Unrealized +13.0%
THO THOR INDS INC 0.1%
Value ($000) $259 Shares 2,500 Est. Cost $99.75 Unrealized 0.0%
EXPO EXPONENT INC 0.1%
Value ($000) $252 Shares 3,627 Est. Cost $87.47 Unrealized -18.9%
BIDU BAIDU INC 0.1%
Value ($000) $250 Shares 1,896 Est. Cost $131.77 Unrealized
DORM DORMAN PRODS INC 0.1%
Value ($000) $246 Shares 1,581 Est. Cost $106.24 Unrealized +35.0%
IYW ISHARES TR 0.1%
Value ($000) $246 Shares 1,255 Est. Cost $195.86 Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.1%
Value ($000) $244 Shares 5,552 Est. Cost $35.45 Unrealized +22.1%
BHE BENCHMARK ELECTRS INC 0.1%
Value ($000) $241 Shares 6,241 Est. Cost $36.42 Unrealized +7.7%
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value ($000) $240 Shares 1,861 Est. Cost $150.98 Unrealized -10.1%
BCPC BALCHEM CORP 0.1%
Value ($000) $238 Shares 1,586 Est. Cost $151.60 Unrealized +3.3%
AMBA AMBARELLA INC 0.1%
Value ($000) $237 Shares 2,870 Est. Cost $72.62 Unrealized 0.0%
NOG NORTHERN OIL & GAS INC 0.1%
Value ($000) $233 Shares 9,389 Est. Cost $35.56 Unrealized -25.4%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $231 Shares 309 Est. Cost $746.63 Unrealized
ENOV ENOVIS CORPORATION 0.1%
Value ($000) $231 Shares 7,598 Est. Cost $42.94 Unrealized -29.4%
DIOD DIODES INC 0.1%
Value ($000) $228 Shares 4,286 Est. Cost $53.61 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $224 Shares 32,426 Est. Cost $7.07 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $222 Shares 474 Est. Cost $364.51 Unrealized
BLKB BLACKBAUD INC 0.1%
Value ($000) $222 Shares 3,448 Est. Cost $65.50 Unrealized 0.0%
CHE CHEMED CORP NEW 0.1%
Value ($000) $220 Shares 491 Est. Cost $568.90 Unrealized -20.6%
SOXX ISHARES TR 0.1%
Value ($000) $220 Shares 811 Est. Cost $271.12 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $218 Shares 895 Est. Cost $209.20 Unrealized 0.0%
UMBF UMB FINL CORP 0.1%
Value ($000) $217 Shares 1,837 Est. Cost $99.41 Unrealized +15.9%
COHU COHU INC 0.1%
Value ($000) $217 Shares 10,684 Est. Cost $20.17 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $213 Shares 444 Est. Cost $479.92 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $212 Shares 229 Est. Cost $922.64 Unrealized +3.7%
SM SM ENERGY CO 0.1%
Value ($000) $210 Shares 8,419 Est. Cost $26.40 Unrealized 0.0%
SPMB SPDR SERIES TRUST 0.1%
Value ($000) $210 Shares 9,363 Est. Cost $22.53 Unrealized
FELE FRANKLIN ELEC INC 0.1%
Value ($000) $209 Shares 2,197 Est. Cost $93.96 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value ($000) $209 Shares 1,025 Est. Cost $203.59 Unrealized
RAMP LIVERAMP HLDGS INC 0.1%
Value ($000) $206 Shares 7,599 Est. Cost $29.52 Unrealized 0.0%
LFUS LITTELFUSE INC 0.1%
Value ($000) $201 Shares 777 Est. Cost $250.43 Unrealized 0.0%
CSW CSW INDUSTRIALS INC 0.1%
Value ($000) $201 Shares 828 Est. Cost $254.24 Unrealized +5.3%
NTST NETSTREIT CORP 0.1%
Value ($000) $201 Shares 11,118 Est. Cost $15.96 Unrealized
UEC URANIUM ENERGY CORP 0.1%
Value ($000) $200 Shares 15,000 Est. Cost $10.01 Unrealized 0.0%
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $197 Shares 15,526 Est. Cost $8.19 Unrealized +34.3%
SHO SUNSTONE HOTEL INVS INC NEW 0.1%
Value ($000) $183 Shares 19,535 Est. Cost $10.24 Unrealized
UTZ UTZ BRANDS INC 0.1%
Value ($000) $145 Shares 11,916 Est. Cost $13.25 Unrealized 0.0%
EQX EQUINOX GOLD CORP 0.1%
Value ($000) $131 Shares 11,644 Est. Cost $7.95 Unrealized 0.0%
GLDG GOLDMINING INC 0.0%
Value ($000) $37 Shares 30,000 Est. Cost $0.92 Unrealized 0.0%