Mowery & Schoenfeld Wealth Management, LLC Diversified Active

CIK: 0002019946 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 23, 2024

Total Value ($000): $63,291 (100.0% shares, 0.0% debt)

Holdings (234)

FTEC FIDELITY COVINGTON TRUST 17.8%
Value ($000) $11,252 Shares 64,481 Est. Cost $153.81 Unrealized
NOBL PROSHARES TR 12.3%
Value ($000) $7,811 Shares 73,168 Est. Cost $95.91 Unrealized
DFAC DIMENSIONAL ETF TRUST 11.7%
Value ($000) $7,406 Shares 215,986 Est. Cost $30.17 Unrealized
LEUTHOLD FDS INC 5.2%
Value ($000) $3,270 Shares 92,291 Est. Cost $32.50 Unrealized
AAPL APPLE INC 4.9%
Value ($000) $3,081 Shares 13,223 Est. Cost $184.59 Unrealized +20.2%
IEF ISHARES TR 4.1%
Value ($000) $2,578 Shares 26,279 Est. Cost $98.12 Unrealized
FLOT ISHARES TR 3.4%
Value ($000) $2,171 Shares 42,540 Est. Cost $50.72 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $1,578 Shares 3,666 Est. Cost $366.47 Unrealized +15.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $1,320 Shares 2,868 Est. Cost $397.44 Unrealized +11.3%
LLY ELI LILLY & CO 1.9%
Value ($000) $1,216 Shares 1,373 Est. Cost $575.10 Unrealized +54.8%
IJK ISHARES TR 1.9%
Value ($000) $1,213 Shares 13,200 Est. Cost $79.22 Unrealized
AZN ASTRAZENECA PLC 1.7%
Value ($000) $1,054 Shares 13,533 Est. Cost $67.57 Unrealized
GOOG ALPHABET INC 1.4%
Value ($000) $911 Shares 5,446 Est. Cost $138.83 Unrealized +21.2%
ELV ELEVANCE HEALTH INC 1.2%
Value ($000) $786 Shares 1,511 Est. Cost $446.64 Unrealized +16.6%
WMT WALMART INC 1.2%
Value ($000) $754 Shares 9,337 Est. Cost $54.67 Unrealized +32.6%
DVY ISHARES TR 1.0%
Value ($000) $614 Shares 4,545 Est. Cost $117.22 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $547 Shares 948 Est. Cost $478.99 Unrealized
CME CME GROUP INC 0.9%
Value ($000) $546 Shares 2,475 Est. Cost $195.01 Unrealized +0.7%
DFAX DIMENSIONAL ETF TRUST 0.8%
Value ($000) $529 Shares 19,590 Est. Cost $25.42 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $527 Shares 1,845 Est. Cost $202.95 Unrealized +16.4%
ABBV ABBVIE INC 0.8%
Value ($000) $498 Shares 2,524 Est. Cost $161.99 Unrealized +10.3%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $462 Shares 805 Est. Cost $475.31 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.7%
Value ($000) $450 Shares 1,600 Est. Cost $232.39 Unrealized +19.9%
TPL TEXAS PACIFIC LAND CORPORATI 0.7%
Value ($000) $438 Shares 495 Est. Cost $173.13 Unrealized +57.3%
BIL SPDR SER TR 0.7%
Value ($000) $431 Shares 4,699 Est. Cost $91.51 Unrealized
V VISA INC 0.6%
Value ($000) $395 Shares 1,435 Est. Cost $247.40 Unrealized +8.2%
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $367 Shares 4,122 Est. Cost $29.01 Unrealized +13.7%
DFIV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $351 Shares 9,205 Est. Cost $34.95 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $333 Shares 7,992 Est. Cost $38.22 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $300 Shares 1,148 Est. Cost $222.38 Unrealized +2.5%
ABT ABBOTT LABS 0.5%
Value ($000) $296 Shares 1,303 Est. Cost $110.58 Unrealized -3.2%
CTVA CORTEVA INC 0.4%
Value ($000) $242 Shares 4,122 Est. Cost $46.55 Unrealized +15.6%
DFAT DIMENSIONAL ETF TRUST 0.4%
Value ($000) $242 Shares 4,350 Est. Cost $52.33 Unrealized
NTRS NORTHERN TR CORP 0.4%
Value ($000) $239 Shares 2,651 Est. Cost $69.13 Unrealized +21.5%
AMZN AMAZON COM INC 0.3%
Value ($000) $210 Shares 1,126 Est. Cost $168.35 Unrealized +8.4%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $205 Shares 2,133 Est. Cost $76.28 Unrealized +10.9%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $190 Shares 2,271 Est. Cost $53.38 Unrealized +47.7%
SPYD SPDR SER TR 0.3%
Value ($000) $180 Shares 3,950 Est. Cost $39.19 Unrealized
DOW DOW INC 0.3%
Value ($000) $177 Shares 3,245 Est. Cost $44.81 Unrealized +6.9%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $177 Shares 1,512 Est. Cost $101.37 Unrealized +8.5%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $171 Shares 4,095 Est. Cost $39.95 Unrealized -5.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $171 Shares 292 Est. Cost $483.97 Unrealized +13.3%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $169 Shares 844 Est. Cost $179.97 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $168 Shares 345 Est. Cost $409.52 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $162 Shares 2,588 Est. Cost $56.68 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.3%
Value ($000) $162 Shares 789 Est. Cost $175.11 Unrealized +11.0%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $161 Shares 687 Est. Cost $178.22 Unrealized +20.8%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $159 Shares 562 Est. Cost $237.22 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $158 Shares 276 Est. Cost $506.11 Unrealized +1.2%
VGT VANGUARD INDEX FDS 0.2%
Value ($000) $144 Shares 246 Est. Cost $576.59 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $142 Shares 3,500 Est. Cost $35.20 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $142 Shares 1,680 Est. Cost $53.46 Unrealized +40.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $137 Shares 400 Est. Cost $163.99 Unrealized +2.6%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $135 Shares 3,290 Est. Cost $38.42 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $124 Shares 462 Est. Cost $241.77 Unrealized
CDW CDW CORP 0.2%
Value ($000) $113 Shares 499 Est. Cost $227.86 Unrealized -4.5%
ISRG INTUITIVE SERGICAL INC 0.2%
Value ($000) $108 Shares 220 Est. Cost $465.56 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $105 Shares 412 Est. Cost $190.60 Unrealized +12.4%
NFLX NETFLIX INC 0.2%
Value ($000) $103 Shares 145 Est. Cost $66.88 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $102 Shares 483 Est. Cost $172.52 Unrealized +18.8%
ORCL ORACLE CORP 0.2%
Value ($000) $100 Shares 588 Est. Cost $113.50 Unrealized +26.0%
NOW SERVICENOW INC 0.2%
Value ($000) $100 Shares 112 Est. Cost $164.40 Unrealized 0.0%
COKE COCA COLA CONS INC 0.2%
Value ($000) $97 Shares 74 Est. Cost $70.13 Unrealized +72.7%
CB CHUBB LIMITED 0.2%
Value ($000) $97 Shares 337 Est. Cost $241.21 Unrealized +12.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $95 Shares 1,780 Est. Cost $47.98 Unrealized -2.5%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $92 Shares 413 Est. Cost $192.47 Unrealized +12.7%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $90 Shares 400 Est. Cost $192.48 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $88 Shares 336 Est. Cost $242.57 Unrealized -2.2%
ETHE GRAYSCALE ETHEREUM TR ETH 0.1%
Value ($000) $88 Shares 4,000 Est. Cost $21.89 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $85 Shares 371 Est. Cost $184.95 Unrealized +19.0%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $83 Shares 375 Est. Cost $197.20 Unrealized +6.4%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $82 Shares 140 Est. Cost $563.06 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $81 Shares 1,073 Est. Cost $64.96 Unrealized +8.4%
INTU INTUIT 0.1%
Value ($000) $78 Shares 125 Est. Cost $631.25 Unrealized +0.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $77 Shares 638 Est. Cost $88.42 Unrealized +24.2%
CTAS CINTAS CORP 0.1%
Value ($000) $72 Shares 352 Est. Cost $189.87 Unrealized +0.5%
DFSV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $71 Shares 2,318 Est. Cost $29.12 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $71 Shares 418 Est. Cost $133.23 Unrealized +10.8%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $70 Shares 580 Est. Cost $95.77 Unrealized +23.3%
DHS WISDOM TREE 0.1%
Value ($000) $69 Shares 740 Est. Cost $84.59 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $67 Shares 534 Est. Cost $110.88 Unrealized +2.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $66 Shares 451 Est. Cost $138.11 Unrealized +1.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $65 Shares 180 Est. Cost $274.84 Unrealized +23.9%
TGT TARGET CORP 0.1%
Value ($000) $64 Shares 413 Est. Cost $113.03 Unrealized +24.8%
WMB WILLIAMS COS INC 0.1%
Value ($000) $63 Shares 1,373 Est. Cost $37.71 Unrealized +10.8%
RTX RTX CORPORATION 0.1%
Value ($000) $62 Shares 514 Est. Cost $95.28 Unrealized +16.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $62 Shares 125 Est. Cost $423.71 Unrealized +12.1%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $61 Shares 1,004 Est. Cost $46.45 Unrealized +17.1%
EVRG EVERGY INC 0.1%
Value ($000) $61 Shares 976 Est. Cost $45.92 Unrealized +19.9%
SRE SEMPRA 0.1%
Value ($000) $59 Shares 705 Est. Cost $68.69 Unrealized +11.2%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $58 Shares 65 Est. Cost $861.91 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $57 Shares 330 Est. Cost $155.97 Unrealized +1.3%
EIX EDISON INTL 0.1%
Value ($000) $57 Shares 650 Est. Cost $64.32 Unrealized +18.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $56 Shares 765 Est. Cost $67.39 Unrealized -0.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $55 Shares 334 Est. Cost $139.79 Unrealized +19.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $53 Shares 240 Est. Cost $156.73 Unrealized +20.6%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $51 Shares 290 Est. Cost $100.17 Unrealized +59.0%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $50 Shares 404 Est. Cost $89.80 Unrealized +24.7%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $48 Shares 708 Est. Cost $52.02 Unrealized +16.0%
LIN LINDE PLC 0.1%
Value ($000) $48 Shares 101 Est. Cost $430.58 Unrealized +4.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $47 Shares 990 Est. Cost $43.76 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $47 Shares 700 Est. Cost $84.11 Unrealized +9.2%
TMUS T-MOBILE US INC 0.1%
Value ($000) $47 Shares 226 Est. Cost $163.58 Unrealized +14.6%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $46 Shares 170 Est. Cost $245.13 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $44 Shares 344 Est. Cost $98.12 Unrealized +17.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $44 Shares 371 Est. Cost $87.27 Unrealized +29.2%
MRK MERCK & CO INC 0.1%
Value ($000) $43 Shares 379 Est. Cost $117.78 Unrealized -4.1%
TDV PROSHARES TR 0.1%
Value ($000) $42 Shares 542 Est. Cost $69.58 Unrealized
SHAK SHAKE SHACK INC 0.1%
Value ($000) $41 Shares 400 Est. Cost $96.33 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $41 Shares 573 Est. Cost $58.86 Unrealized +11.5%
SNPS SYNOPSYS INC 0.1%
Value ($000) $41 Shares 81 Est. Cost $511.34 Unrealized +4.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $41 Shares 800 Est. Cost $35.70 Unrealized +27.5%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $40 Shares 246 Est. Cost $145.59 Unrealized +4.9%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $39 Shares 174 Est. Cost $182.28 Unrealized +12.6%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value ($000) $39 Shares 1,882 Est. Cost $16.04 Unrealized +13.2%
VMC VULCAN MATLS CO 0.1%
Value ($000) $39 Shares 154 Est. Cost $255.31 Unrealized -3.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $37 Shares 157 Est. Cost $176.27 Unrealized +19.6%
PEP PEPSICO INC 0.1%
Value ($000) $36 Shares 214 Est. Cost $153.75 Unrealized +5.9%
PTC PTC INC 0.1%
Value ($000) $36 Shares 200 Est. Cost $153.39 Unrealized +14.6%
UNP UNION PAC CORP 0.1%
Value ($000) $36 Shares 146 Est. Cost $222.49 Unrealized +5.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $35 Shares 99 Est. Cost $326.40 Unrealized -1.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $35 Shares 66 Est. Cost $436.80 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $34 Shares 68 Est. Cost $483.88 Unrealized +0.4%
DHR DANAHER CORPORATION 0.1%
Value ($000) $34 Shares 121 Est. Cost $210.35 Unrealized +24.8%
SAP SAP SE 0.1%
Value ($000) $33 Shares 143 Est. Cost $201.71 Unrealized
CMG CHIPOTLE MEXICAN GRIL INC 0.1%
Value ($000) $32 Shares 550 Est. Cost $55.35 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $32 Shares 78 Est. Cost $327.13 Unrealized +7.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $31 Shares 177 Est. Cost $157.20 Unrealized +4.5%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $30 Shares 198 Est. Cost $137.19 Unrealized +2.0%
F FORD MTR CO 0.0%
Value ($000) $30 Shares 2,795 Est. Cost $9.63 Unrealized +8.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $29 Shares 85 Est. Cost $280.77 Unrealized +19.3%
SHEL SHELL PLC 0.0%
Value ($000) $28 Shares 428 Est. Cost $65.80 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $27 Shares 132 Est. Cost $202.52 Unrealized +0.9%
XYZ BLOCK INC 0.0%
Value ($000) $27 Shares 400 Est. Cost $56.54 Unrealized +14.3%
VEEV VEEVA SYSTEMS INC 0.0%
Value ($000) $26 Shares 125 Est. Cost $197.66 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $26 Shares 49 Est. Cost $444.17 Unrealized +7.6%
ASML ASML HOLDING N V 0.0%
Value ($000) $26 Shares 31 Est. Cost $672.17 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $26 Shares 567 Est. Cost $40.74 Unrealized
MET METLIFE INC 0.0%
Value ($000) $25 Shares 302 Est. Cost $68.14 Unrealized +5.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $25 Shares 119 Est. Cost $182.79 Unrealized +5.6%
MINT PIMCO ETF TR 0.0%
Value ($000) $25 Shares 244 Est. Cost $99.93 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $24 Shares 839 Est. Cost $25.83 Unrealized +3.3%
SGOV ISHARES TR 0.0%
Value ($000) $24 Shares 241 Est. Cost $100.40 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $24 Shares 179 Est. Cost $127.35 Unrealized -4.2%
XHLF BONDBLOXX ETF TRUST 0.0%
Value ($000) $24 Shares 468 Est. Cost $50.44 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $23 Shares 76 Est. Cost $285.82 Unrealized +0.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $22 Shares 1,214 Est. Cost $14.52 Unrealized +16.6%
GE GENERAL ELECTRIC 0.0%
Value ($000) $22 Shares 115 Est. Cost $157.95 Unrealized +6.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $21 Shares 114 Est. Cost $146.60 Unrealized +14.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $21 Shares 5 Est. Cost $3794.03 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $21 Shares 513 Est. Cost $33.22 Unrealized +7.7%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $20 Shares 150 Est. Cost $120.24 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $19 Shares 77 Est. Cost $221.93 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $19 Shares 531 Est. Cost $30.38 Unrealized +4.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $18 Shares 368 Est. Cost $49.32 Unrealized -10.3%
FISV FISERV INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $164.95 Unrealized 0.0%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $16 Shares 200 Est. Cost $74.60 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $15 Shares 111 Est. Cost $129.99 Unrealized -7.3%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $14 Shares 197 Est. Cost $73.69 Unrealized -2.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $14 Shares 316 Est. Cost $44.38 Unrealized +2.9%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $14 Shares 670 Est. Cost $19.03 Unrealized
BLACKROCK INC 0.0%
Value ($000) $13 Shares 14 Est. Cost $949.57 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $45.09 Unrealized +38.5%
O REALTY INCOME CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $46.49 Unrealized +18.3%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $13 Shares 110 Est. Cost $104.58 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $12 Shares 273 Est. Cost $38.39 Unrealized 0.0%
ORI OLD REP INTL CORP 0.0%
Value ($000) $12 Shares 335 Est. Cost $28.98 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $12 Shares 107 Est. Cost $110.48 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $11 Shares 35 Est. Cost $313.17 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $11 Shares 140 Est. Cost $51.55 Unrealized +32.9%
HUBB HUBBELL INC 0.0%
Value ($000) $11 Shares 26 Est. Cost $377.50 Unrealized 0.0%
GOVT ISHARES TR 0.0%
Value ($000) $11 Shares 465 Est. Cost $23.45 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $11 Shares 220 Est. Cost $54.41 Unrealized -20.5%
GLDM WORLD GOLD TR 0.0%
Value ($000) $11 Shares 202 Est. Cost $52.13 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.89 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $10 Shares 140 Est. Cost $32.92 Unrealized 0.0%
GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $10 Shares 4,000 Est. Cost $2.44 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $9 Shares 92 Est. Cost $101.33 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $9 Shares 410 Est. Cost $19.86 Unrealized 0.0%
WSO WATSCO INC 0.0%
Value ($000) $9 Shares 18 Est. Cost $480.65 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $8 Shares 46 Est. Cost $159.11 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $8 Shares 221 Est. Cost $38.30 Unrealized -12.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $66.73 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $8 Shares 20 Est. Cost $375.07 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $145.81 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $7 Shares 88 Est. Cost $63.13 Unrealized +15.7%
EOG EOG RES INC 0.0%
Value ($000) $7 Shares 60 Est. Cost $120.40 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $7 Shares 70 Est. Cost $80.24 Unrealized +15.9%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $7 Shares 36 Est. Cost $198.08 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $7 Shares 22 Est. Cost $297.55 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.55 Unrealized -13.9%
DCI DONALDSON INC 0.0%
Value ($000) $7 Shares 90 Est. Cost $70.60 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $156.13 Unrealized -2.7%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $7 Shares 38 Est. Cost $185.12 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.29 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $6 Shares 31 Est. Cost $206.76 Unrealized 0.0%
OSBC OLD SECOND BANCORP INC ILL 0.0%
Value ($000) $6 Shares 400 Est. Cost $14.00 Unrealized +12.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 124 Est. Cost $44.19 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $6 Shares 398 Est. Cost $13.43 Unrealized 0.0%
XONE BONDBLOXX ETF TRUST 0.0%
Value ($000) $6 Shares 113 Est. Cost $49.95 Unrealized
STE STERIS PLC 0.0%
Value ($000) $6 Shares 23 Est. Cost $207.61 Unrealized +11.3%
NDSN NORDSON CORP 0.0%
Value ($000) $6 Shares 21 Est. Cost $225.32 Unrealized +6.3%
SHLD GLOBAL X FDS 0.0%
Value ($000) $5 Shares 142 Est. Cost $37.23 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $5 Shares 228 Est. Cost $18.19 Unrealized +8.0%
INDA ISHARES TR 0.0%
Value ($000) $5 Shares 87 Est. Cost $58.54 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $5 Shares 27 Est. Cost $179.33 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $64.26 Unrealized +26.3%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $4 Shares 50 Est. Cost $63.36 Unrealized +17.6%
MS MORGAN STANLEY 0.0%
Value ($000) $4 Shares 40 Est. Cost $74.81 Unrealized +29.5%
YETI YETI HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $44.31 Unrealized -11.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $756.34 Unrealized +26.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 46 Est. Cost $69.58 Unrealized +4.4%
HGER HARBOR ETF TRUST 0.0%
Value ($000) $2 Shares 104 Est. Cost $22.61 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $576.76 Unrealized -4.9%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $2 Shares 4 Est. Cost $397.11 Unrealized +16.3%
IONQ IONQ INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.89 Unrealized -40.9%
MGIC MAGIC SOFTWARE ENTERPRISES L 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.99 Unrealized +13.2%
BA BOEING CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $213.87 Unrealized -19.8%
ODD ODDITY TECH LTD 0.0%
Value ($000) $1 Shares 21 Est. Cost $33.83 Unrealized +13.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $172.33 Unrealized +9.3%
SYY SYSCO CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $64.89 Unrealized +11.1%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $80.94 Unrealized -6.3%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $95.42 Unrealized +59.2%
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $1 Shares 12 Est. Cost $53.56 Unrealized -3.5%
BTG B2GOLD CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.91 Unrealized -3.9%
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%
DRLL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.10 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $88.09 Unrealized +19.3%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $5.24 Unrealized -57.3%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.67 Unrealized +7.1%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.09 Unrealized +42.7%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $2.32 Unrealized
CRON CRONOS GROUP INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $1.94 Unrealized +17.7%