Mowery & Schoenfeld Wealth Management, LLC Diversified Active

CIK: 0002019946 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 28, 2025

Total Value ($000): $65,865 (93.9% shares, 6.1% debt)

Holdings (395)

TSLA TESLA INC 16.9%
Value ($000) $11,132 Shares 35,045 Est. Cost $299.07 Unrealized +0.7%
FTEC FIDELITY COVINGTON TRUST 6.3%
Value ($000) $4,175 Shares 21,168 Est. Cost $153.81 Unrealized
TSLA TESLA INC 6.1%
Value ($000) $4,003 Shares 12,600 Est. Cost $299.07 Unrealized +0.7%
DFAC DIMENSIONAL ETF TRUST 5.5%
Value ($000) $3,625 Shares 101,145 Est. Cost $30.33 Unrealized
AAPL APPLE INC 4.7%
Value ($000) $3,079 Shares 15,008 Est. Cost $191.03 Unrealized +5.4%
NVDA NVIDIA CORPORATION 4.6%
Value ($000) $3,048 Shares 19,292 Est. Cost $127.31 Unrealized -1.2%
MSFT MICROSOFT CORP 4.0%
Value ($000) $2,639 Shares 5,306 Est. Cost $383.99 Unrealized +12.6%
NOBL PROSHARES TR 3.9%
Value ($000) $2,594 Shares 25,756 Est. Cost $95.91 Unrealized
GOOGL ALPHABET INC 2.9%
Value ($000) $1,933 Shares 10,971 Est. Cost $173.96 Unrealized -6.1%
IJK ISHARES TR 1.8%
Value ($000) $1,201 Shares 13,200 Est. Cost $79.22 Unrealized
LLY ELI LILLY & CO 1.8%
Value ($000) $1,193 Shares 1,530 Est. Cost $600.35 Unrealized +28.8%
V VISA INC 1.8%
Value ($000) $1,189 Shares 3,349 Est. Cost $296.87 Unrealized +16.9%
GOOG ALPHABET INC 1.7%
Value ($000) $1,136 Shares 6,404 Est. Cost $148.78 Unrealized +10.8%
WMT WALMART INC 1.5%
Value ($000) $971 Shares 9,925 Est. Cost $56.52 Unrealized +67.7%
ORCL ORACLE CORP 1.4%
Value ($000) $921 Shares 4,211 Est. Cost $167.13 Unrealized -3.8%
AMZN AMAZON COM INC 1.2%
Value ($000) $782 Shares 3,564 Est. Cost $200.70 Unrealized -1.4%
FLOT ISHARES TR 1.1%
Value ($000) $753 Shares 14,767 Est. Cost $50.72 Unrealized
BLK BLACKROCK INC 1.0%
Value ($000) $672 Shares 640 Est. Cost $991.05 Unrealized -5.8%
DVY ISHARES TR 0.9%
Value ($000) $604 Shares 4,545 Est. Cost $117.22 Unrealized
ELV ELEVANCE HEALTH INC 0.9%
Value ($000) $588 Shares 1,511 Est. Cost $445.84 Unrealized -11.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $582 Shares 1,199 Est. Cost $410.66 Unrealized +23.7%
IVV ISHARES TR 0.9%
Value ($000) $572 Shares 922 Est. Cost $536.56 Unrealized
BAC BANK AMERICA CORP 0.9%
Value ($000) $561 Shares 11,856 Est. Cost $42.83 Unrealized -3.2%
TPL TEXAS PACIFIC LAND CORPORATI 0.8%
Value ($000) $518 Shares 490 Est. Cost $173.13 Unrealized +135.1%
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $497 Shares 805 Est. Cost $475.31 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $466 Shares 1,607 Est. Cost $221.72 Unrealized +14.0%
CAT CATERPILLAR INC 0.7%
Value ($000) $455 Shares 1,172 Est. Cost $377.18 Unrealized -12.3%
IJH ISHARES TR 0.7%
Value ($000) $447 Shares 7,200 Est. Cost $61.75 Unrealized
LCR MANAGED PORTFOLIO SERIES 0.6%
Value ($000) $407 Shares 11,252 Est. Cost $34.27 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $396 Shares 1,785 Est. Cost $202.95 Unrealized +8.7%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $385 Shares 1,203 Est. Cost $232.39 Unrealized +41.0%
NTRS NORTHERN TR CORP 0.6%
Value ($000) $370 Shares 2,918 Est. Cost $72.04 Unrealized +39.5%
JCI JOHNSON CTLS INTL PLC 0.6%
Value ($000) $363 Shares 3,440 Est. Cost $79.25 Unrealized +15.8%
AVGO BROADCOM INC 0.5%
Value ($000) $323 Shares 1,170 Est. Cost $175.63 Unrealized +22.9%
CTVA CORTEVA INC 0.5%
Value ($000) $310 Shares 4,154 Est. Cost $46.55 Unrealized +42.2%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $288 Shares 4,192 Est. Cost $29.10 Unrealized -6.1%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $283 Shares 286 Est. Cost $908.79 Unrealized +9.0%
META META PLATFORMS INC 0.4%
Value ($000) $255 Shares 345 Est. Cost $524.25 Unrealized +17.6%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $254 Shares 2,366 Est. Cost $58.19 Unrealized +73.9%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $251 Shares 942 Est. Cost $231.59 Unrealized +11.2%
AZN ASTRAZENECA PLC 0.4%
Value ($000) $246 Shares 3,521 Est. Cost $67.57 Unrealized
ETN EATON CORP PLC 0.4%
Value ($000) $241 Shares 674 Est. Cost $347.11 Unrealized -11.6%
NFLX NETFLIX INC 0.4%
Value ($000) $233 Shares 174 Est. Cost $93.22 Unrealized +21.3%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $222 Shares 2,133 Est. Cost $87.18 Unrealized +19.6%
CRM SALESFORCE INC 0.3%
Value ($000) $216 Shares 793 Est. Cost $316.38 Unrealized -15.9%
TRV TRAVELERS COMPANIES INC 0.3%
Value ($000) $211 Shares 790 Est. Cost $188.06 Unrealized +38.6%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $202 Shares 1,875 Est. Cost $102.94 Unrealized +1.5%
EFA ISHARES TR 0.3%
Value ($000) $198 Shares 2,220 Est. Cost $75.61 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $197 Shares 358 Est. Cost $411.68 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $197 Shares 537 Est. Cost $386.83 Unrealized -8.0%
RTX RTX CORPORATION 0.3%
Value ($000) $192 Shares 1,315 Est. Cost $109.74 Unrealized +20.1%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $171 Shares 562 Est. Cost $237.22 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $165 Shares 844 Est. Cost $179.97 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $161 Shares 2,315 Est. Cost $59.65 Unrealized +14.2%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $148 Shares 3,500 Est. Cost $35.20 Unrealized
ROL ROLLINS INC 0.2%
Value ($000) $147 Shares 2,601 Est. Cost $50.16 Unrealized +11.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $142 Shares 2,045 Est. Cost $55.64 Unrealized +8.5%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $137 Shares 3,851 Est. Cost $39.19 Unrealized -13.5%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $135 Shares 6,120 Est. Cost $29.21 Unrealized
INTU INTUIT 0.2%
Value ($000) $129 Shares 164 Est. Cost $629.71 Unrealized +7.1%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $128 Shares 462 Est. Cost $241.77 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $127 Shares 582 Est. Cost $200.72 Unrealized +11.2%
WMB WILLIAMS COS INC 0.2%
Value ($000) $127 Shares 2,023 Est. Cost $42.21 Unrealized +36.6%
KLAC KLA CORP 0.2%
Value ($000) $125 Shares 139 Est. Cost $669.07 Unrealized +11.9%
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $124 Shares 3,305 Est. Cost $37.49 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $119 Shares 482 Est. Cost $247.02 Unrealized -4.0%
CB CHUBB LIMITED 0.2%
Value ($000) $115 Shares 396 Est. Cost $247.87 Unrealized +15.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $114 Shares 627 Est. Cost $95.74 Unrealized +74.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $114 Shares 365 Est. Cost $497.89 Unrealized -24.7%
EDGI ADVISORS INNER CIRCLE FD II 0.2%
Value ($000) $113 Shares 4,327 Est. Cost $26.05 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $111 Shares 1,380 Est. Cost $66.67 Unrealized +6.7%
HON HONEYWELL INTL INC 0.2%
Value ($000) $109 Shares 466 Est. Cost $202.77 Unrealized -1.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $107 Shares 750 Est. Cost $140.52 Unrealized -2.5%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $106 Shares 375 Est. Cost $304.00 Unrealized -11.8%
EHC ENCOMPASS HEALTH CORP 0.2%
Value ($000) $105 Shares 860 Est. Cost $97.02 Unrealized +17.2%
EDGF ADVISORS INNER CIRCLE FD II 0.2%
Value ($000) $105 Shares 4,234 Est. Cost $24.74 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $103 Shares 401 Est. Cost $186.28 Unrealized +17.3%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $101 Shares 400 Est. Cost $192.48 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $100 Shares 436 Est. Cost $227.95 Unrealized -4.2%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $99 Shares 417 Est. Cost $189.74 Unrealized +8.6%
SYK STRYKER CORPORATION 0.1%
Value ($000) $96 Shares 242 Est. Cost $298.96 Unrealized +24.3%
ABBV ABBVIE INC 0.1%
Value ($000) $94 Shares 506 Est. Cost $180.25 Unrealized +1.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $93 Shares 305 Est. Cost $241.74 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $91 Shares 1,356 Est. Cost $65.42 Unrealized -0.4%
CDW CDW CORP 0.1%
Value ($000) $89 Shares 499 Est. Cost $226.30 Unrealized -25.7%
LIN LINDE PLC 0.1%
Value ($000) $87 Shares 185 Est. Cost $438.81 Unrealized +3.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $86 Shares 387 Est. Cost $189.39 Unrealized +11.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $84 Shares 286 Est. Cost $196.64 Unrealized +29.1%
COKE COCA COLA CONS INC 0.1%
Value ($000) $83 Shares 740 Est. Cost $115.00 Unrealized +4.3%
DOW DOW INC 0.1%
Value ($000) $82 Shares 3,102 Est. Cost $44.81 Unrealized -38.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $78 Shares 550 Est. Cost $144.36 Unrealized -24.6%
EFG ISHARES TR 0.1%
Value ($000) $78 Shares 696 Est. Cost $96.83 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $77 Shares 904 Est. Cost $73.37 Unrealized +11.8%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $76 Shares 534 Est. Cost $110.88 Unrealized +18.5%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $75 Shares 469 Est. Cost $137.23 Unrealized +11.3%
TMUS T-MOBILE US INC 0.1%
Value ($000) $75 Shares 314 Est. Cost $180.35 Unrealized +33.9%
ECL ECOLAB INC 0.1%
Value ($000) $71 Shares 264 Est. Cost $248.93 Unrealized +1.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $71 Shares 573 Est. Cost $99.28 Unrealized +26.8%
EDGU ADVISORS INNER CIRCLE FD II 0.1%
Value ($000) $69 Shares 2,640 Est. Cost $26.02 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $68 Shares 955 Est. Cost $60.55 Unrealized +15.3%
EVRG EVERGY INC 0.1%
Value ($000) $67 Shares 976 Est. Cost $46.42 Unrealized +41.3%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $66 Shares 375 Est. Cost $197.20 Unrealized -12.4%
ITOT ISHARES TR 0.1%
Value ($000) $65 Shares 482 Est. Cost $122.03 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $65 Shares 882 Est. Cost $70.77 Unrealized -4.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $64 Shares 310 Est. Cost $189.67 Unrealized -8.1%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $64 Shares 11 Est. Cost $4358.67 Unrealized +16.9%
EDGH ADVISORS INNER CIRCLE FD II 0.1%
Value ($000) $63 Shares 2,378 Est. Cost $26.31 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $62 Shares 293 Est. Cost $149.76 Unrealized +23.6%
ADBE ADOBE INC 0.1%
Value ($000) $62 Shares 159 Est. Cost $497.18 Unrealized -22.5%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $61 Shares 1,004 Est. Cost $46.93 Unrealized +28.1%
MRK MERCK & CO INC 0.1%
Value ($000) $57 Shares 724 Est. Cost $107.84 Unrealized -28.2%
SRE SEMPRA 0.1%
Value ($000) $53 Shares 705 Est. Cost $73.39 Unrealized -1.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $53 Shares 286 Est. Cost $172.23 Unrealized -3.6%
SNPS SYNOPSYS INC 0.1%
Value ($000) $53 Shares 104 Est. Cost $511.91 Unrealized -9.0%
GEV GE VERNOVA INC 0.1%
Value ($000) $52 Shares 99 Est. Cost $331.30 Unrealized +25.6%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $47 Shares 511 Est. Cost $76.80 Unrealized +8.3%
DTE DTE ENERGY CO 0.1%
Value ($000) $46 Shares 344 Est. Cost $99.85 Unrealized +31.5%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $45 Shares 404 Est. Cost $90.85 Unrealized +23.4%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $45 Shares 708 Est. Cost $52.53 Unrealized +14.0%
VMC VULCAN MATLS CO 0.1%
Value ($000) $45 Shares 172 Est. Cost $256.68 Unrealized -0.3%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $44 Shares 443 Est. Cost $95.45 Unrealized -0.0%
SAP SAP SE 0.1%
Value ($000) $43 Shares 143 Est. Cost $201.71 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $41 Shares 414 Est. Cost $118.93 Unrealized -21.5%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $40 Shares 176 Est. Cost $204.88 Unrealized +12.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $40 Shares 300 Est. Cost $129.14 Unrealized -5.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $40 Shares 56 Est. Cost $423.71 Unrealized +34.9%
AMGN AMGEN INC 0.1%
Value ($000) $40 Shares 142 Est. Cost $292.91 Unrealized -5.2%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $40 Shares 194 Est. Cost $186.24 Unrealized +6.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $39 Shares 128 Est. Cost $287.90 Unrealized +5.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $39 Shares 435 Est. Cost $90.47 Unrealized +0.8%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $39 Shares 69 Est. Cost $474.56 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $39 Shares 283 Est. Cost $115.57 Unrealized +13.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $38 Shares 119 Est. Cost $248.55 Unrealized +6.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $38 Shares 191 Est. Cost $214.49 Unrealized -10.0%
CSX CSX CORP 0.1%
Value ($000) $38 Shares 1,151 Est. Cost $33.68 Unrealized -11.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $38 Shares 640 Est. Cost $38.61 Unrealized +44.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $37 Shares 232 Est. Cost $163.29 Unrealized -1.5%
T AT&T INC 0.1%
Value ($000) $35 Shares 1,223 Est. Cost $21.54 Unrealized +25.2%
CME CME GROUP INC 0.1%
Value ($000) $35 Shares 128 Est. Cost $195.01 Unrealized +37.7%
EXC EXELON CORP 0.1%
Value ($000) $35 Shares 798 Est. Cost $34.79 Unrealized +25.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $34 Shares 69 Est. Cost $459.76 Unrealized +5.7%
PTC PTC INC 0.1%
Value ($000) $34 Shares 200 Est. Cost $153.39 Unrealized +5.1%
FISV FISERV INC 0.1%
Value ($000) $34 Shares 198 Est. Cost $184.35 Unrealized -1.6%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $33 Shares 61 Est. Cost $465.56 Unrealized +12.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $33 Shares 660 Est. Cost $43.76 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $32 Shares 74 Est. Cost $438.41 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $32 Shares 210 Est. Cost $146.55 Unrealized +2.9%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 228 Est. Cost $89.11 Unrealized +31.6%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $31 Shares 1,247 Est. Cost $28.52 Unrealized -16.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $30 Shares 188 Est. Cost $159.52 Unrealized -9.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $29 Shares 1,001 Est. Cost $22.81 Unrealized +17.3%
C CITIGROUP INC 0.0%
Value ($000) $29 Shares 342 Est. Cost $65.38 Unrealized +8.9%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $28 Shares 88 Est. Cost $245.13 Unrealized +14.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $28 Shares 85 Est. Cost $288.76 Unrealized +10.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $28 Shares 225 Est. Cost $103.52 Unrealized -0.7%
NOW SERVICENOW INC 0.0%
Value ($000) $28 Shares 27 Est. Cost $164.40 Unrealized +14.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $27 Shares 52 Est. Cost $834.60 Unrealized -33.4%
DGRO ISHARES TR 0.0%
Value ($000) $27 Shares 422 Est. Cost $56.68 Unrealized
MET METLIFE INC 0.0%
Value ($000) $26 Shares 320 Est. Cost $68.78 Unrealized +10.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $25 Shares 48 Est. Cost $503.12 Unrealized -1.3%
DE DEERE & CO 0.0%
Value ($000) $25 Shares 49 Est. Cost $413.99 Unrealized +17.1%
TLT ISHARES TR 0.0%
Value ($000) $23 Shares 265 Est. Cost $91.03 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $23 Shares 189 Est. Cost $100.40 Unrealized -7.1%
VEEV VEEVA SYS INC 0.0%
Value ($000) $23 Shares 80 Est. Cost $228.51 Unrealized +8.5%
FAST FASTENAL CO 0.0%
Value ($000) $23 Shares 548 Est. Cost $37.88 Unrealized +5.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $22 Shares 74 Est. Cost $332.40 Unrealized -8.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $22 Shares 76 Est. Cost $284.18 Unrealized -4.1%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $21 Shares 220 Est. Cost $75.73 Unrealized +4.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $21 Shares 52 Est. Cost $547.53 Unrealized -23.8%
EIX EDISON INTL 0.0%
Value ($000) $21 Shares 403 Est. Cost $65.72 Unrealized -19.2%
PPG PPG INDS INC 0.0%
Value ($000) $20 Shares 179 Est. Cost $127.22 Unrealized -16.4%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $20 Shares 33 Est. Cost $590.52 Unrealized -4.1%
GLW CORNING INC 0.0%
Value ($000) $19 Shares 368 Est. Cost $48.05 Unrealized -3.6%
MRNA MODERNA INC 0.0%
Value ($000) $19 Shares 700 Est. Cost $53.16 Unrealized -50.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $19 Shares 208 Est. Cost $93.94 Unrealized -9.3%
MCK MCKESSON CORP 0.0%
Value ($000) $19 Shares 26 Est. Cost $557.26 Unrealized +26.3%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $19 Shares 190 Est. Cost $69.26 Unrealized +17.5%
ZTS ZOETIS INC 0.0%
Value ($000) $19 Shares 120 Est. Cost $165.68 Unrealized -5.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $18 Shares 34 Est. Cost $474.11 Unrealized +0.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $18 Shares 98 Est. Cost $179.18 Unrealized -12.1%
CTAS CINTAS CORP 0.0%
Value ($000) $17 Shares 77 Est. Cost $189.87 Unrealized +12.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $17 Shares 150 Est. Cost $120.24 Unrealized -7.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $16 Shares 181 Est. Cost $101.28 Unrealized -13.1%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $16 Shares 156 Est. Cost $102.84 Unrealized -15.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $16 Shares 368 Est. Cost $47.31 Unrealized -20.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $16 Shares 212 Est. Cost $76.36 Unrealized -10.5%
GM GENERAL MTRS CO 0.0%
Value ($000) $16 Shares 316 Est. Cost $44.76 Unrealized +5.2%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $15 Shares 22 Est. Cost $655.15 Unrealized -4.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $15 Shares 1,308 Est. Cost $11.17 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $15 Shares 34 Est. Cost $393.53 Unrealized -0.1%
USB US BANCORP DEL 0.0%
Value ($000) $14 Shares 320 Est. Cost $46.63 Unrealized -12.6%
WELL WELLTOWER INC 0.0%
Value ($000) $14 Shares 94 Est. Cost $128.69 Unrealized +14.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $14 Shares 78 Est. Cost $156.24 Unrealized +9.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $14 Shares 250 Est. Cost $55.35 Unrealized -8.1%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $14 Shares 45 Est. Cost $290.70 Unrealized +0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $14 Shares 9 Est. Cost $1229.53 Unrealized +6.9%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 100 Est. Cost $135.68 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $14 Shares 147 Est. Cost $84.20 Unrealized +4.5%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $13 Shares 35 Est. Cost $346.27 Unrealized +3.6%
EQT EQT CORP 0.0%
Value ($000) $13 Shares 221 Est. Cost $38.30 Unrealized +39.9%
ORI OLD REP INTL CORP 0.0%
Value ($000) $13 Shares 335 Est. Cost $28.98 Unrealized +20.4%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $13 Shares 275 Est. Cost $52.58 Unrealized -10.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $13 Shares 113 Est. Cost $68.90 Unrealized +51.5%
AON AON PLC 0.0%
Value ($000) $12 Shares 35 Est. Cost $363.00 Unrealized -0.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $12 Shares 133 Est. Cost $75.52 Unrealized +11.2%
MMM 3M CO 0.0%
Value ($000) $12 Shares 78 Est. Cost $128.38 Unrealized +10.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $12 Shares 38 Est. Cost $100.17 Unrealized +135.7%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $12 Shares 28 Est. Cost $468.46 Unrealized -11.4%
COMP COMPASS INC 0.0%
Value ($000) $12 Shares 1,868 Est. Cost $7.92 Unrealized -13.5%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $12 Shares 53 Est. Cost $222.56 Unrealized -13.4%
O REALTY INCOME CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $51.59 Unrealized +5.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $11 Shares 43 Est. Cost $244.13 Unrealized -2.6%
EQIX EQUINIX INC 0.0%
Value ($000) $11 Shares 14 Est. Cost $897.54 Unrealized -6.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $11 Shares 134 Est. Cost $96.84 Unrealized -16.7%
HUBB HUBBELL INC 0.0%
Value ($000) $11 Shares 26 Est. Cost $378.91 Unrealized -3.0%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $74.60 Unrealized -32.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $10 Shares 226 Est. Cost $42.32 Unrealized -10.2%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $101.77 Unrealized -3.9%
ADSK AUTODESK INC 0.0%
Value ($000) $10 Shares 31 Est. Cost $295.42 Unrealized -4.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $9 Shares 127 Est. Cost $85.52 Unrealized -18.7%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $65.14 Unrealized -4.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $9 Shares 39 Est. Cost $356.50 Unrealized -22.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 344 Est. Cost $27.93 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $9 Shares 33 Est. Cost $271.56 Unrealized -8.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $147.53 Unrealized +16.6%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 70 Est. Cost $123.15 Unrealized -17.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 15 Est. Cost $544.39 Unrealized +3.3%
FTNT FORTINET INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $88.94 Unrealized +13.4%
BX BLACKSTONE INC 0.0%
Value ($000) $8 Shares 56 Est. Cost $168.78 Unrealized -19.9%
FDX FEDEX CORP 0.0%
Value ($000) $8 Shares 37 Est. Cost $271.73 Unrealized -20.8%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $8 Shares 48 Est. Cost $171.20 Unrealized -6.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $8 Shares 8 Est. Cost $996.12 Unrealized +3.7%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $8 Shares 70 Est. Cost $115.43 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $343.07 Unrealized +26.4%
WSO WATSCO INC 0.0%
Value ($000) $8 Shares 18 Est. Cost $480.65 Unrealized -3.5%
PCAR PACCAR INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $103.86 Unrealized -12.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $8 Shares 37 Est. Cost $165.74 Unrealized +12.0%
CMI CUMMINS INC 0.0%
Value ($000) $8 Shares 23 Est. Cost $343.44 Unrealized -11.0%
EBAY EBAY INC. 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.29 Unrealized +24.7%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $7 Shares 110 Est. Cost $60.06 Unrealized -7.9%
ULS UL SOLUTIONS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.47 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $7 Shares 49 Est. Cost $132.27 Unrealized +9.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $7 Shares 43 Est. Cost $114.81 Unrealized +28.1%
PWR QUANTA SVCS INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $321.23 Unrealized -0.1%
MSCI MSCI INC 0.0%
Value ($000) $7 Shares 12 Est. Cost $591.72 Unrealized -7.2%
COR CENCORA INC 0.0%
Value ($000) $7 Shares 23 Est. Cost $233.11 Unrealized +23.0%
ROST ROSS STORES INC 0.0%
Value ($000) $7 Shares 53 Est. Cost $145.12 Unrealized -5.0%
BCO BRINKS CO 0.0%
Value ($000) $7 Shares 75 Est. Cost $89.72 Unrealized -3.8%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $7 Shares 39 Est. Cost $146.82 Unrealized +2.8%
RMD RESMED INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $238.44 Unrealized -0.5%
QNST QUINSTREET INC 0.0%
Value ($000) $6 Shares 397 Est. Cost $20.96 Unrealized -23.5%
RBA RB GLOBAL INC 0.0%
Value ($000) $6 Shares 60 Est. Cost $64.26 Unrealized +59.5%
DHI D R HORTON INC 0.0%
Value ($000) $6 Shares 49 Est. Cost $164.94 Unrealized -25.8%
DCI DONALDSON INC 0.0%
Value ($000) $6 Shares 90 Est. Cost $70.60 Unrealized -6.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $116.71 Unrealized -14.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $6 Shares 18 Est. Cost $360.38 Unrealized -4.4%
AME AMETEK INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $180.69 Unrealized -5.2%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $6 Shares 31 Est. Cost $206.76 Unrealized -11.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $6 Shares 76 Est. Cost $76.85 Unrealized -1.3%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $6 Shares 220 Est. Cost $53.20 Unrealized -41.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $6 Shares 70 Est. Cost $85.29 Unrealized -7.5%
CPRT COPART INC 0.0%
Value ($000) $6 Shares 119 Est. Cost $56.95 Unrealized -1.7%
NRG NRG ENERGY INC 0.0%
Value ($000) $6 Shares 36 Est. Cost $91.23 Unrealized +43.6%
IHAK ISHARES TR 0.0%
Value ($000) $6 Shares 109 Est. Cost $46.98 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $6 Shares 69 Est. Cost $69.96 Unrealized +16.2%
IJR ISHARES TR 0.0%
Value ($000) $6 Shares 53 Est. Cost $104.54 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $6 Shares 245 Est. Cost $20.99 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $6 Shares 10 Est. Cost $467.65 Unrealized +17.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 165 Est. Cost $40.51 Unrealized -16.2%
STE STERIS PLC 0.0%
Value ($000) $6 Shares 23 Est. Cost $211.48 Unrealized +9.6%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $5 Shares 22 Est. Cost $173.43 Unrealized +29.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $276.08 Unrealized +2.2%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $5 Shares 135 Est. Cost $39.41 Unrealized -5.4%
IR INGERSOLL RAND INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $99.45 Unrealized -20.8%
IRM IRON MTN INC DEL 0.0%
Value ($000) $5 Shares 49 Est. Cost $112.79 Unrealized -18.5%
ANSYS INC 0.0%
Value ($000) $5 Shares 14 Est. Cost $337.38 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $5 Shares 22 Est. Cost $192.45 Unrealized +1.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $5 Shares 162 Est. Cost $14.52 Unrealized +47.4%
NDSN NORDSON CORP 0.0%
Value ($000) $5 Shares 21 Est. Cost $216.14 Unrealized -8.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 91 Est. Cost $58.33 Unrealized -21.9%
LEN LENNAR CORP 0.0%
Value ($000) $4 Shares 40 Est. Cost $159.73 Unrealized -32.8%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $4 Shares 108 Est. Cost $42.92 Unrealized -14.8%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $155.36 Unrealized -9.3%
EFX EQUIFAX INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $265.60 Unrealized -4.8%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $4 Shares 6 Est. Cost $716.72 Unrealized -11.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $4 Shares 30 Est. Cost $98.15 Unrealized +4.4%
NDAQ NASDAQ INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $76.22 Unrealized +3.9%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $4 Shares 53 Est. Cost $84.54 Unrealized -12.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $4 Shares 25 Est. Cost $202.10 Unrealized -21.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $170.93 Unrealized -5.6%
EMR EMERSON ELEC CO 0.0%
Value ($000) $4 Shares 30 Est. Cost $111.85 Unrealized +1.5%
EWW ISHARES INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $50.97 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $4 Shares 16 Est. Cost $192.44 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $138.63 Unrealized +10.5%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $563.61 Unrealized -6.6%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $4 Shares 47 Est. Cost $83.93 Unrealized -8.7%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $4 Shares 56 Est. Cost $60.49 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $4 Shares 1 Est. Cost $3166.27 Unrealized +16.4%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $4 Shares 179 Est. Cost $20.44 Unrealized -19.4%
NTAP NETAPP INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $119.15 Unrealized -21.5%
VTR VENTAS INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $60.66 Unrealized +5.4%
TPR TAPESTRY INC 0.0%
Value ($000) $4 Shares 41 Est. Cost $53.51 Unrealized +40.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $4 Shares 46 Est. Cost $69.82 Unrealized +6.8%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $4 Shares 3 Est. Cost $1304.80 Unrealized -14.4%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $4 Shares 16 Est. Cost $162.62 Unrealized +25.6%
KELLANOVA 0.0%
Value ($000) $4 Shares 44 Est. Cost $78.18 Unrealized +2.6%
PODD INSULET CORP 0.0%
Value ($000) $3 Shares 11 Est. Cost $251.84 Unrealized +14.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $3 Shares 283 Est. Cost $9.29 Unrealized +0.4%
WAT WATERS CORP 0.0%
Value ($000) $3 Shares 9 Est. Cost $365.79 Unrealized -6.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $3 Shares 69 Est. Cost $42.45 Unrealized -9.2%
PNR PENTAIR PLC 0.0%
Value ($000) $3 Shares 29 Est. Cost $101.45 Unrealized -8.4%
ABNB AIRBNB INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $134.37 Unrealized -5.7%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $3 Shares 19 Est. Cost $125.90 Unrealized +9.4%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $282.24 Unrealized -3.3%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $3 Shares 44 Est. Cost $50.08 Unrealized -5.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $3 Shares 59 Est. Cost $48.50 Unrealized -5.2%
KEY KEYCORP 0.0%
Value ($000) $3 Shares 156 Est. Cost $16.40 Unrealized -8.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $3 Shares 36 Est. Cost $91.45 Unrealized -18.8%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $226.47 Unrealized +6.8%
FTV FORTIVE CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.10 Unrealized -8.6%
NI NISOURCE INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $34.83 Unrealized +10.8%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.36 Unrealized -18.9%
L LOEWS CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $82.15 Unrealized +6.7%
GEN GEN DIGITAL INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $28.19 Unrealized -4.1%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 105 Est. Cost $28.28 Unrealized -27.3%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $2 Shares 48 Est. Cost $50.69 Unrealized -24.1%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $466.01 Unrealized +3.5%
ENB ENBRIDGE INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $43.78 Unrealized 0.0%
AIZ ASSURANT INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $204.34 Unrealized -4.8%
MGIC MAGIC SOFTWARE ENTERPRISES L 0.0%
Value ($000) $2 Shares 100 Est. Cost $8.99 Unrealized +62.9%
NLR VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 17 Est. Cost $72.88 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $71.25 Unrealized -11.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $463.53 Unrealized -0.6%
KMX CARMAX INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $78.54 Unrealized -14.4%
BPOP POPULAR INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $97.12 Unrealized 0.0%
RL RALPH LAUREN CORP 0.0%
Value ($000) $2 Shares 6 Est. Cost $209.74 Unrealized +17.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $104.85 Unrealized -11.9%
ODD ODDITY TECH LTD 0.0%
Value ($000) $2 Shares 21 Est. Cost $33.83 Unrealized +80.2%
NWSA NEWS CORP NEW 0.0%
Value ($000) $2 Shares 53 Est. Cost $27.66 Unrealized -1.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $169.70 Unrealized +6.5%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $276.10 Unrealized +9.3%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $70.01 Unrealized +1.2%
GL GLOBE LIFE INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.99 Unrealized +13.0%
ATKR ATKORE INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $69.79 Unrealized -8.8%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $202.05 Unrealized +16.8%
BXP BXP INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $76.27 Unrealized -15.5%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.33 Unrealized +3.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $148.83 Unrealized -0.6%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.79 Unrealized -14.4%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $172.73 Unrealized -29.4%
MS MORGAN STANLEY 0.0%
Value ($000) $1 Shares 9 Est. Cost $74.81 Unrealized +61.7%
DAYFORCE INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $72.49 Unrealized -21.2%
BA BOEING CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $160.57 Unrealized +17.6%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.04 Unrealized +11.6%
TCX TUCOWS INC 0.0%
Value ($000) $1 Shares 59 Est. Cost $17.37 Unrealized +3.1%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $318.00 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $109.18 Unrealized +40.7%
HESS CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $133.11 Unrealized
PPH VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 13 Est. Cost $88.23 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $61.72 Unrealized -12.1%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $526.39 Unrealized -6.9%
CPAY CORPAY INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $351.49 Unrealized -7.2%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $95.42 Unrealized +125.2%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $52.57 Unrealized -7.6%
RAL RALLIANT CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $49.24 Unrealized 0.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $1 Shares 23 Est. Cost $31.25 Unrealized +0.9%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.21 Unrealized +0.9%
SYY SYSCO CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.95 Unrealized -2.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $804.87 Unrealized -17.3%
BTG B2GOLD CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.91 Unrealized +12.2%
UVV UNIVERSAL CORP VA 0.0%
Value ($000) $1 Shares 12 Est. Cost $53.56 Unrealized +7.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $55.43 Unrealized -8.7%
SLV ISHARES SILVER TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $21.80 Unrealized
SNDK SANDISK CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $49.67 Unrealized -23.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $128.60 Unrealized -22.1%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $164.34 Unrealized -10.6%
DOV DOVER CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $193.06 Unrealized -10.5%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $473.16 Unrealized -2.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $191.25 Unrealized +2.9%
EG EVEREST GROUP LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $369.02 Unrealized -6.9%
SNA SNAP ON INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $327.46 Unrealized -4.5%
DRLL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 9 Est. Cost $28.10 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $219.85 Unrealized +6.9%
MTB M & T BK CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $160.48 Unrealized +7.7%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $32.00 Unrealized -11.6%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $129.00 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 82 Est. Cost $5.24 Unrealized -81.0%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.67 Unrealized -5.9%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $0 Shares 1 Est. Cost $96.38 Unrealized +3.1%
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $65.80 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $19.49 Unrealized -72.4%
PHIN PHINIA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $48.20 Unrealized -13.7%
CRON CRONOS GROUP INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $1.94 Unrealized -2.4%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.57 Unrealized 0.0%
TILRAY BRANDS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $2.32 Unrealized