Mowery & Schoenfeld Wealth Management, LLC Diversified Active

CIK: 0002019946 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $69,636 (100.0% shares, 0.0% debt)

Holdings (213)

FTEC FIDELITY COVINGTON TRUST 21.2%
Value ($000) $14,778 Shares 86,157 Est. Cost $153.81 Unrealized
NOBL PROSHARES TR 13.2%
Value ($000) $9,181 Shares 95,511 Est. Cost $95.91 Unrealized
DFAC DIMENSIONAL ETF TRUST 10.2%
Value ($000) $7,120 Shares 220,835 Est. Cost $30.17 Unrealized
FLOT ISHARES TR 7.9%
Value ($000) $5,497 Shares 107,586 Est. Cost $50.72 Unrealized
LEUTHOLD FDS INC 5.4%
Value ($000) $3,750 Shares 111,335 Est. Cost $32.50 Unrealized
AAPL APPLE INC 3.8%
Value ($000) $2,670 Shares 12,676 Est. Cost $182.98 Unrealized +1.2%
MINT PIMCO ETF TR 2.5%
Value ($000) $1,733 Shares 17,222 Est. Cost $99.93 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $1,451 Shares 3,246 Est. Cost $359.14 Unrealized +16.2%
LLY ELI LILLY & CO 1.8%
Value ($000) $1,243 Shares 1,373 Est. Cost $575.10 Unrealized +37.5%
IJK ISHARES TR 1.7%
Value ($000) $1,163 Shares 13,200 Est. Cost $79.22 Unrealized
BIL SPDR SER TR 1.6%
Value ($000) $1,139 Shares 12,410 Est. Cost $91.51 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $1,096 Shares 2,693 Est. Cost $394.54 Unrealized +3.6%
AZN ASTRAZENECA PLC 1.5%
Value ($000) $1,055 Shares 13,533 Est. Cost $67.57 Unrealized
GOOG ALPHABET INC 1.3%
Value ($000) $875 Shares 4,771 Est. Cost $134.68 Unrealized +25.4%
ELV ELEVANCE HEALTH INC 1.2%
Value ($000) $819 Shares 1,511 Est. Cost $446.64 Unrealized +15.0%
WMT WALMART INC 0.9%
Value ($000) $656 Shares 9,685 Est. Cost $54.67 Unrealized +13.3%
DVY ISHARES TR 0.8%
Value ($000) $550 Shares 4,545 Est. Cost $117.22 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $512 Shares 935 Est. Cost $477.63 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.7%
Value ($000) $498 Shares 19,590 Est. Cost $25.42 Unrealized
CME CME GROUP INC 0.7%
Value ($000) $478 Shares 2,431 Est. Cost $194.98 Unrealized +0.0%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $438 Shares 805 Est. Cost $475.31 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $431 Shares 1,953 Est. Cost $202.95 Unrealized +9.1%
ABBV ABBVIE INC 0.6%
Value ($000) $429 Shares 2,504 Est. Cost $161.99 Unrealized -3.0%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $426 Shares 1,643 Est. Cost $232.39 Unrealized +5.2%
TPL TEXAS PACIFIC LAND CORPORATI 0.5%
Value ($000) $363 Shares 495 Est. Cost $173.13 Unrealized +18.3%
V VISA INC 0.5%
Value ($000) $344 Shares 1,310 Est. Cost $245.47 Unrealized +10.3%
FENY FIDELITY COVINGTON TRUST 0.5%
Value ($000) $344 Shares 13,700 Est. Cost $25.35 Unrealized
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $332 Shares 4,122 Est. Cost $29.01 Unrealized +8.8%
DFIV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $331 Shares 9,205 Est. Cost $34.95 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $314 Shares 7,992 Est. Cost $38.22 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $305 Shares 7,928 Est. Cost $38.42 Unrealized
NTRS NORTHERN TR CORP 0.3%
Value ($000) $232 Shares 2,763 Est. Cost $69.13 Unrealized +15.6%
TSLA TESLA INC 0.3%
Value ($000) $231 Shares 1,165 Est. Cost $222.38 Unrealized -21.4%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $226 Shares 4,350 Est. Cost $52.33 Unrealized
CTVA CORTEVA INC 0.3%
Value ($000) $222 Shares 4,122 Est. Cost $46.55 Unrealized +16.2%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $202 Shares 5,156 Est. Cost $39.95 Unrealized -7.1%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $175 Shares 2,271 Est. Cost $53.38 Unrealized +37.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $174 Shares 1,512 Est. Cost $101.37 Unrealized +8.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $169 Shares 3,555 Est. Cost $47.98 Unrealized -5.6%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $167 Shares 2,133 Est. Cost $76.28 Unrealized +0.7%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $165 Shares 345 Est. Cost $409.52 Unrealized
DOW DOW INC 0.2%
Value ($000) $165 Shares 3,102 Est. Cost $44.66 Unrealized +14.6%
SPYD SPDR SER TR 0.2%
Value ($000) $159 Shares 3,950 Est. Cost $39.19 Unrealized
SGOV ISHARES TR 0.2%
Value ($000) $158 Shares 1,571 Est. Cost $100.40 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $154 Shares 844 Est. Cost $179.97 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $154 Shares 308 Est. Cost $436.80 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $150 Shares 562 Est. Cost $237.22 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $149 Shares 292 Est. Cost $483.97 Unrealized -2.2%
VGT VANGUARD INDEX FDS 0.2%
Value ($000) $142 Shares 246 Est. Cost $576.59 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $140 Shares 687 Est. Cost $178.22 Unrealized +17.2%
ABT ABBOTT LABS 0.2%
Value ($000) $135 Shares 1,303 Est. Cost $110.58 Unrealized -6.9%
DGRO ISHARES TR 0.2%
Value ($000) $135 Shares 2,344 Est. Cost $56.05 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.2%
Value ($000) $134 Shares 789 Est. Cost $175.11 Unrealized 0.0%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $133 Shares 3,500 Est. Cost $35.20 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $128 Shares 1,741 Est. Cost $73.61 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $121 Shares 626 Est. Cost $157.07 Unrealized +17.0%
CDW CDW CORP 0.2%
Value ($000) $119 Shares 533 Est. Cost $227.86 Unrealized -0.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $119 Shares 1,680 Est. Cost $53.46 Unrealized +26.5%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $116 Shares 462 Est. Cost $241.77 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $112 Shares 2,754 Est. Cost $40.74 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $110 Shares 465 Est. Cost $242.57 Unrealized -2.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $109 Shares 1,296 Est. Cost $84.05 Unrealized
SRE SEMPRA 0.2%
Value ($000) $109 Shares 1,432 Est. Cost $68.69 Unrealized +1.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $90 Shares 400 Est. Cost $192.48 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $89 Shares 440 Est. Cost $169.35 Unrealized +11.7%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $89 Shares 3,341 Est. Cost $26.56 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $87 Shares 413 Est. Cost $192.47 Unrealized +4.0%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $87 Shares 828 Est. Cost $104.53 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $86 Shares 337 Est. Cost $241.21 Unrealized +4.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $85 Shares 371 Est. Cost $184.95 Unrealized +12.3%
MRNA MODERNA INC 0.1%
Value ($000) $83 Shares 700 Est. Cost $84.11 Unrealized +50.5%
ORCL ORACLE CORP 0.1%
Value ($000) $83 Shares 588 Est. Cost $113.50 Unrealized +7.8%
INTU INTUIT 0.1%
Value ($000) $82 Shares 125 Est. Cost $631.25 Unrealized -2.7%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $82 Shares 375 Est. Cost $197.20 Unrealized +9.0%
COKE COCA COLA CONS INC 0.1%
Value ($000) $80 Shares 74 Est. Cost $70.13 Unrealized +30.4%
FMF FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $77 Shares 1,575 Est. Cost $48.66 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $75 Shares 412 Est. Cost $139.79 Unrealized +19.7%
PEP PEPSICO INC 0.1%
Value ($000) $74 Shares 449 Est. Cost $153.75 Unrealized +5.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $72 Shares 580 Est. Cost $95.77 Unrealized +5.5%
FJP FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $71 Shares 1,369 Est. Cost $51.52 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $67 Shares 2,318 Est. Cost $29.12 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $63 Shares 418 Est. Cost $133.23 Unrealized +1.7%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $63 Shares 534 Est. Cost $110.88 Unrealized 0.0%
DHS WISDOM TREE 0.1%
Value ($000) $63 Shares 740 Est. Cost $84.59 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $61 Shares 180 Est. Cost $274.84 Unrealized +21.3%
TGT TARGET CORP 0.1%
Value ($000) $61 Shares 413 Est. Cost $113.03 Unrealized +30.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $60 Shares 385 Est. Cost $137.80 Unrealized +7.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $59 Shares 363 Est. Cost $156.13 Unrealized +3.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $58 Shares 1,373 Est. Cost $37.71 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $57 Shares 125 Est. Cost $423.71 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $56 Shares 549 Est. Cost $84.95 Unrealized +7.5%
DTE DTE ENERGY CO 0.1%
Value ($000) $55 Shares 494 Est. Cost $98.12 Unrealized +7.5%
LGOV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $55 Shares 2,603 Est. Cost $21.03 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $53 Shares 33 Est. Cost $137.66 Unrealized 0.0%
EVRG EVERGY INC 0.1%
Value ($000) $52 Shares 976 Est. Cost $45.92 Unrealized +8.4%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $51 Shares 1,004 Est. Cost $46.45 Unrealized +2.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $50 Shares 765 Est. Cost $67.39 Unrealized -3.3%
SNPS SYNOPSYS INC 0.1%
Value ($000) $48 Shares 81 Est. Cost $511.34 Unrealized +10.6%
ASML ASML HOLDING N V 0.1%
Value ($000) $48 Shares 78 Est. Cost $672.17 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $47 Shares 200 Est. Cost $228.65 Unrealized -0.3%
EIX EDISON INTL 0.1%
Value ($000) $47 Shares 650 Est. Cost $64.32 Unrealized +4.4%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $46 Shares 290 Est. Cost $100.17 Unrealized +41.1%
ENB ENBRIDGE INC 0.1%
Value ($000) $46 Shares 1,281 Est. Cost $32.36 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value ($000) $44 Shares 101 Est. Cost $430.58 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $44 Shares 404 Est. Cost $89.80 Unrealized +7.9%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $43 Shares 990 Est. Cost $43.76 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $43 Shares 428 Est. Cost $92.11 Unrealized +8.7%
TJX TJX COS INC NEW 0.1%
Value ($000) $41 Shares 371 Est. Cost $87.27 Unrealized +13.1%
TDV PROSHARES TR 0.1%
Value ($000) $40 Shares 542 Est. Cost $69.58 Unrealized
ES EVERSOURCE ENERGY 0.1%
Value ($000) $40 Shares 708 Est. Cost $52.02 Unrealized +5.6%
TMUS T-MOBILE US INC 0.1%
Value ($000) $40 Shares 226 Est. Cost $163.58 Unrealized 0.0%
VMC VULCAN MATLS CO 0.1%
Value ($000) $38 Shares 154 Est. Cost $255.31 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $36 Shares 573 Est. Cost $58.86 Unrealized +0.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $36 Shares 800 Est. Cost $35.70 Unrealized +9.6%
RACE FERRARI NV 0.1%
Value ($000) $36 Shares 89 Est. Cost $415.71 Unrealized 0.0%
PTC PTC INC 0.1%
Value ($000) $36 Shares 200 Est. Cost $153.39 Unrealized +16.7%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $36 Shares 174 Est. Cost $182.28 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value ($000) $35 Shares 1,882 Est. Cost $16.04 Unrealized +9.4%
F FORD MTR CO DEL 0.1%
Value ($000) $35 Shares 2,795 Est. Cost $9.63 Unrealized +15.6%
PFE PFIZER INC 0.1%
Value ($000) $35 Shares 1,249 Est. Cost $25.83 Unrealized -4.1%
UNP UNION PAC CORP 0.0%
Value ($000) $33 Shares 146 Est. Cost $222.49 Unrealized +1.4%
MRK MERCK & CO INC 0.0%
Value ($000) $32 Shares 257 Est. Cost $120.07 Unrealized +1.4%
SHEL SHELL PLC 0.0%
Value ($000) $31 Shares 428 Est. Cost $65.80 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $31 Shares 157 Est. Cost $176.27 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $30 Shares 121 Est. Cost $210.35 Unrealized +19.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $29 Shares 177 Est. Cost $157.20 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $29 Shares 143 Est. Cost $201.71 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $28 Shares 137 Est. Cost $143.35 Unrealized +34.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $28 Shares 163 Est. Cost $141.50 Unrealized +17.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $28 Shares 132 Est. Cost $202.52 Unrealized +0.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $28 Shares 85 Est. Cost $280.77 Unrealized +19.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $27 Shares 198 Est. Cost $137.19 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $27 Shares 78 Est. Cost $327.13 Unrealized +0.1%
META META PLATFORMS INC 0.0%
Value ($000) $26 Shares 52 Est. Cost $480.24 Unrealized +0.6%
XYZ BLOCK INC 0.0%
Value ($000) $26 Shares 400 Est. Cost $56.54 Unrealized +23.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 323 Est. Cost $52.31 Unrealized +32.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $23 Shares 1,214 Est. Cost $14.52 Unrealized +6.5%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $23 Shares 155 Est. Cost $141.44 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $23 Shares 179 Est. Cost $127.35 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $22 Shares 173 Est. Cost $126.08 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $21 Shares 49 Est. Cost $444.17 Unrealized -0.0%
MET METLIFE INC 0.0%
Value ($000) $21 Shares 302 Est. Cost $68.14 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $20 Shares 76 Est. Cost $242.42 Unrealized 0.0%
GE GENERAL ELECTRIC 0.0%
Value ($000) $18 Shares 115 Est. Cost $157.95 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $18 Shares 368 Est. Cost $49.32 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $18 Shares 62 Est. Cost $257.67 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $18 Shares 513 Est. Cost $33.22 Unrealized +4.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $18 Shares 114 Est. Cost $146.60 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $17 Shares 531 Est. Cost $30.38 Unrealized +7.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $17 Shares 248 Est. Cost $63.13 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $17 Shares 50 Est. Cost $133.70 Unrealized +11.9%
HLN HALEON PLC 0.0%
Value ($000) $16 Shares 1,889 Est. Cost $8.26 Unrealized
FIGS FIGS INC 0.0%
Value ($000) $15 Shares 2,880 Est. Cost $6.61 Unrealized -22.7%
KVUE KENVUE INC 0.0%
Value ($000) $15 Shares 840 Est. Cost $18.19 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $15 Shares 111 Est. Cost $129.99 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $15 Shares 316 Est. Cost $44.38 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $15 Shares 197 Est. Cost $73.69 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $15 Shares 470 Est. Cost $32.50 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $14 Shares 70 Est. Cost $202.90 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $14 Shares 142 Est. Cost $105.51 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $14 Shares 72 Est. Cost $176.15 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $119.71 Unrealized +11.4%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $13 Shares 670 Est. Cost $19.03 Unrealized
GLD SPDR SER TR 0.0%
Value ($000) $12 Shares 58 Est. Cost $215.00 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.09 Unrealized +18.4%
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $46.49 Unrealized +4.6%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $10 Shares 220 Est. Cost $54.41 Unrealized -17.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $9 Shares 140 Est. Cost $51.55 Unrealized +16.8%
EQT EQT CORP 0.0%
Value ($000) $8 Shares 221 Est. Cost $38.30 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $7 Shares 70 Est. Cost $80.24 Unrealized +16.8%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 18 Est. Cost $374.06 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $7 Shares 22 Est. Cost $297.55 Unrealized
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $6 Shares 400 Est. Cost $14.00 Unrealized -2.0%
STE STERIS PLC 0.0%
Value ($000) $5 Shares 23 Est. Cost $207.61 Unrealized +3.1%
NDSN NORDSON CORP 0.0%
Value ($000) $5 Shares 21 Est. Cost $225.32 Unrealized +9.4%
RBA RB GLOBAL INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $64.26 Unrealized +16.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $4 Shares 46 Est. Cost $69.58 Unrealized +27.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4 Shares 14 Est. Cost $348.54 Unrealized -14.1%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $65.55 Unrealized -16.1%
CTAS CINTAS CORP 0.0%
Value ($000) $4 Shares 6 Est. Cost $131.70 Unrealized +28.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $469.47 Unrealized +6.9%
MS MORGAN STANLEY 0.0%
Value ($000) $4 Shares 40 Est. Cost $74.81 Unrealized +21.4%
YETI YETI HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.31 Unrealized -12.1%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.36 Unrealized +10.3%
MARB FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 151 Est. Cost $19.56 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $19.72 Unrealized -3.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $756.34 Unrealized +22.7%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $109.71 Unrealized +26.0%
ADBE ADOBE INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $576.76 Unrealized -16.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 41 Est. Cost $47.90 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 31 Est. Cost $60.52 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $2 Shares 4 Est. Cost $397.11 Unrealized +13.7%
IONQ IONQ INC 0.0%
Value ($000) $1 Shares 200 Est. Cost $12.89 Unrealized -36.5%
BA BOEING CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $213.87 Unrealized -16.7%
MGIC MAGIC SOFTWARE ENTERPRISES L 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.99 Unrealized +15.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $172.33 Unrealized +6.7%
ODD ODDITY TECH LTD 0.0%
Value ($000) $1 Shares 21 Est. Cost $33.83 Unrealized +10.0%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $80.94 Unrealized +4.7%
SYY SYSCO CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.89 Unrealized +9.7%
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $1 Shares 12 Est. Cost $53.56 Unrealized -6.9%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $95.42 Unrealized +26.1%
BTG B2GOLD CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.91 Unrealized -12.1%
SLV ISHARES SILVER TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $21.80 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $251.22 Unrealized +34.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $234.24 Unrealized +21.3%
DRLL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.10 Unrealized
NKE NIKE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $102.99 Unrealized -12.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $88.09 Unrealized +22.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $5.24 Unrealized -45.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.09 Unrealized +40.3%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.67 Unrealized -10.4%
CRON CRONOS GROUP INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $1.94 Unrealized +32.8%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $2.32 Unrealized