BankPlus Trust Department Diversified Active

CIK: 0002047270 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $337,794 (100.0% shares, 0.0% debt)

Holdings (441)

IVV iShares SP 500 Index Fund 24.4%
Value ($000) $82,444 Shares 132,781 Est. Cost $588.81 Unrealized
MSFT Microsoft, Corp. 5.0%
Value ($000) $16,821 Shares 33,818 Est. Cost $422.66 Unrealized +2.3%
AAPL Apple Computer Inc. 3.0%
Value ($000) $10,080 Shares 49,132 Est. Cost $234.51 Unrealized -14.1%
NVDA NVIDIA 2.4%
Value ($000) $8,270 Shares 52,342 Est. Cost $137.79 Unrealized -8.7%
JHMM John Hancock Multifactor Mid Cap ETF 2.3%
Value ($000) $7,705 Shares 126,051 Est. Cost $59.65 Unrealized
PGR The Progressive Corporation 2.0%
Value ($000) $6,631 Shares 24,850 Est. Cost $233.50 Unrealized +10.3%
LLY Eli Lilly & Co. 1.7%
Value ($000) $5,904 Shares 7,574 Est. Cost $819.95 Unrealized -5.7%
ABBV AbbVie Inc. 1.5%
Value ($000) $5,033 Shares 27,113 Est. Cost $177.58 Unrealized +2.9%
GWW WW Grainger, Inc. 1.3%
Value ($000) $4,531 Shares 4,356 Est. Cost $1112.02 Unrealized -7.1%
JPM J P Morgan Chase & Co 1.3%
Value ($000) $4,241 Shares 14,627 Est. Cost $231.10 Unrealized +9.3%
QQQ Invesco QQQ Trust ETF 1.2%
Value ($000) $4,169 Shares 7,558 Est. Cost $518.75 Unrealized
ADP Automatic Data Processing 1.2%
Value ($000) $4,123 Shares 13,369 Est. Cost $288.68 Unrealized +4.7%
TXN Texas Instruments Inc. 1.2%
Value ($000) $3,898 Shares 18,776 Est. Cost $191.64 Unrealized -9.1%
PG Procter & Gamble Co. 1.1%
Value ($000) $3,861 Shares 24,234 Est. Cost $165.50 Unrealized -2.9%
CSCO CISCO Sys Inc. 1.0%
Value ($000) $3,531 Shares 50,890 Est. Cost $55.65 Unrealized +8.5%
HD Home Depot, Inc. 1.0%
Value ($000) $3,355 Shares 9,150 Est. Cost $394.17 Unrealized -9.7%
ABT Abbott Laboratories 1.0%
Value ($000) $3,335 Shares 24,517 Est. Cost $115.78 Unrealized +12.8%
AMGN Amgen Inc. 1.0%
Value ($000) $3,256 Shares 11,663 Est. Cost $283.64 Unrealized -2.1%
AMZN Amazon.com, Inc. 0.9%
Value ($000) $3,172 Shares 14,456 Est. Cost $204.87 Unrealized -3.4%
XOM Exxon Mobil Corp. 0.9%
Value ($000) $3,109 Shares 28,841 Est. Cost $110.43 Unrealized -5.4%
LMT Lockheed Martin Corp. 0.9%
Value ($000) $3,076 Shares 6,642 Est. Cost $519.82 Unrealized -11.7%
KO Coca Cola Co 0.9%
Value ($000) $2,994 Shares 42,317 Est. Cost $63.43 Unrealized +10.0%
TJX TJX Companies Inc. 0.9%
Value ($000) $2,957 Shares 23,944 Est. Cost $117.86 Unrealized +6.8%
BX Blackstone Inc 0.9%
Value ($000) $2,909 Shares 19,445 Est. Cost $166.16 Unrealized -18.7%
ACN Accenture PLC 0.8%
Value ($000) $2,848 Shares 9,530 Est. Cost $350.55 Unrealized -13.6%
FAST Fastenal Company 0.8%
Value ($000) $2,595 Shares 61,779 Est. Cost $39.15 Unrealized +2.4%
WMT Wal-Mart Stores Inc. 0.7%
Value ($000) $2,433 Shares 24,879 Est. Cost $86.50 Unrealized +9.5%
CAT Caterpillar, Inc. 0.7%
Value ($000) $2,412 Shares 6,212 Est. Cost $370.53 Unrealized -10.7%
JCPB J P Morgan Core Plus Bond ETF 0.7%
Value ($000) $2,399 Shares 50,972 Est. Cost $46.29 Unrealized
GOOG Alphabet Inc Class C 0.7%
Value ($000) $2,374 Shares 13,382 Est. Cost $176.11 Unrealized -6.4%
OKE ONEOK Inc 0.7%
Value ($000) $2,338 Shares 28,636 Est. Cost $95.19 Unrealized -15.2%
BRK/B Berkshire Hathaway Inc.-Cl B 0.7%
Value ($000) $2,300 Shares 4,734 Est. Cost $462.03 Unrealized +9.9%
SPYM SPDR S&P 500 ETF 0.7%
Value ($000) $2,279 Shares 31,350 Est. Cost $72.69 Unrealized
NEE Nextera Energy Inc 0.7%
Value ($000) $2,230 Shares 32,129 Est. Cost $73.82 Unrealized -7.7%
DGX Quest Diagnostics Inc. 0.7%
Value ($000) $2,207 Shares 12,289 Est. Cost $154.53 Unrealized +11.4%
DIS Disney, Walt Co. 0.7%
Value ($000) $2,198 Shares 17,721 Est. Cost $103.92 Unrealized -1.1%
DLR Digital Realty Trust Inc 0.6%
Value ($000) $2,179 Shares 12,501 Est. Cost $168.96 Unrealized -5.2%
VLO Valero Energy Corp 0.6%
Value ($000) $2,112 Shares 15,712 Est. Cost $128.44 Unrealized -4.8%
ENB Enbridge Inc 0.6%
Value ($000) $2,084 Shares 45,990 Est. Cost $39.64 Unrealized +10.4%
V Visa Inc. 0.6%
Value ($000) $2,082 Shares 5,864 Est. Cost $303.18 Unrealized +14.5%
ARCC Ares Capital Corp 0.6%
Value ($000) $2,075 Shares 94,470 Est. Cost $19.54 Unrealized +2.2%
LRCX Lam Research Corp 0.6%
Value ($000) $2,071 Shares 21,276 Est. Cost $75.09 Unrealized +5.0%
INTU Intuit Inc. 0.6%
Value ($000) $2,069 Shares 2,627 Est. Cost $606.76 Unrealized +11.2%
EGP Eastgroup Properties, Inc. 0.6%
Value ($000) $2,015 Shares 12,060 Est. Cost $161.01 Unrealized
CRM Salesforce.com 0.6%
Value ($000) $1,927 Shares 7,068 Est. Cost $315.48 Unrealized -15.7%
TSM Taiwan Semiconductor Mfg Co Ltd 0.5%
Value ($000) $1,850 Shares 8,170 Est. Cost $195.65 Unrealized
PANW Palo Alto Networks Inc 0.5%
Value ($000) $1,709 Shares 8,351 Est. Cost $188.21 Unrealized -1.3%
AJG Arthur J Gallagher & Co 0.5%
Value ($000) $1,708 Shares 5,334 Est. Cost $291.09 Unrealized +12.5%
TFC Truist Finl Corp 0.5%
Value ($000) $1,640 Shares 38,156 Est. Cost $41.78 Unrealized -9.0%
SYY Sysco Corp 0.5%
Value ($000) $1,616 Shares 21,333 Est. Cost $73.46 Unrealized -3.2%
COST Costco Wholesale Corp 0.5%
Value ($000) $1,614 Shares 1,630 Est. Cost $929.32 Unrealized +6.6%
RTX Raytheon Technologies Corp 0.5%
Value ($000) $1,606 Shares 11,000 Est. Cost $120.02 Unrealized +9.8%
BMY Bristol Myers Squibb Co. 0.5%
Value ($000) $1,586 Shares 34,261 Est. Cost $52.30 Unrealized -9.7%
BIPC Brookfield Infrastructure Corp. 0.5%
Value ($000) $1,580 Shares 37,976 Est. Cost $39.38 Unrealized -4.9%
PFE Pfizer, Inc. 0.5%
Value ($000) $1,557 Shares 64,219 Est. Cost $24.77 Unrealized -9.8%
GRMN Garmin Ltd 0.5%
Value ($000) $1,543 Shares 7,391 Est. Cost $192.72 Unrealized +1.7%
LHX L3Harris Technologies Inc 0.4%
Value ($000) $1,468 Shares 5,854 Est. Cost $234.06 Unrealized -3.0%
HON Honeywell International Inc. 0.4%
Value ($000) $1,431 Shares 6,143 Est. Cost $202.46 Unrealized -1.4%
DE Deere & Company 0.4%
Value ($000) $1,421 Shares 2,794 Est. Cost $416.69 Unrealized +16.3%
IWM iShares Russell 2000 Index Fund 0.4%
Value ($000) $1,405 Shares 6,511 Est. Cost $220.23 Unrealized
PKW Invesco Buyback Achievers ETF 0.4%
Value ($000) $1,353 Shares 10,947 Est. Cost $115.13 Unrealized
LOW Lowes Companies 0.4%
Value ($000) $1,335 Shares 6,018 Est. Cost $260.46 Unrealized -15.3%
SPY SPDR S&P 500 ETF Trust 0.4%
Value ($000) $1,325 Shares 2,144 Est. Cost $603.97 Unrealized
Invesco Bulletshares 2025 Corporate Bond ETF 0.4%
Value ($000) $1,319 Shares 63,773 Est. Cost $20.65 Unrealized
JPIE JP Morgan Income ETF 0.4%
Value ($000) $1,239 Shares 26,751 Est. Cost $45.83 Unrealized
BDX Becton Dickinson Co 0.3%
Value ($000) $1,163 Shares 6,753 Est. Cost $218.56 Unrealized -17.4%
TMUS T-mobile Us Inc 0.3%
Value ($000) $1,162 Shares 4,876 Est. Cost $223.77 Unrealized +7.9%
TSLA Tesla Motors Inc. 0.3%
Value ($000) $1,146 Shares 3,609 Est. Cost $321.74 Unrealized -6.4%
TMO Thermo Fisher Scientific Inc. 0.3%
Value ($000) $1,116 Shares 2,752 Est. Cost $541.42 Unrealized -23.0%
BSX Boston Scientific Corp 0.3%
Value ($000) $1,092 Shares 10,171 Est. Cost $90.52 Unrealized +11.8%
FISV Fiserv, inc. 0.3%
Value ($000) $1,072 Shares 6,220 Est. Cost $204.14 Unrealized -11.2%
SPHQ Invesco S&P 500 Quality ETF 0.3%
Value ($000) $1,060 Shares 14,882 Est. Cost $67.03 Unrealized
PYPL Paypal Hldgs Inc 0.3%
Value ($000) $943 Shares 12,692 Est. Cost $83.48 Unrealized -18.2%
EW Edwards Lifesciences, Corp. 0.3%
Value ($000) $931 Shares 11,907 Est. Cost $70.16 Unrealized +6.3%
MPWR Monolithic Power Systems 0.3%
Value ($000) $917 Shares 1,254 Est. Cost $713.20 Unrealized -11.2%
PLD Prologis Inc 0.3%
Value ($000) $915 Shares 8,703 Est. Cost $110.17 Unrealized -7.1%
NXPI NXP Semiconductors NV 0.3%
Value ($000) $906 Shares 4,147 Est. Cost $221.20 Unrealized -12.9%
AXP American Express Co. 0.3%
Value ($000) $900 Shares 2,823 Est. Cost $281.58 Unrealized -0.8%
COWZ Pacer US Cash Cows 100 ETF 0.3%
Value ($000) $877 Shares 15,916 Est. Cost $56.48 Unrealized
PRU Prudential Financial Inc. 0.3%
Value ($000) $865 Shares 8,051 Est. Cost $115.74 Unrealized -13.4%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $861 Shares 6,458 Est. Cost $127.59 Unrealized
TRMK Trustmark National Bank 0.3%
Value ($000) $853 Shares 23,400 Est. Cost $35.05 Unrealized -4.0%
UNH UnitedHealth Group Inc 0.2%
Value ($000) $840 Shares 2,693 Est. Cost $551.17 Unrealized -32.0%
VUG Vanguard Growth ETF 0.2%
Value ($000) $838 Shares 1,912 Est. Cost $410.44 Unrealized
ORCL Oracle, Corp. 0.2%
Value ($000) $835 Shares 3,819 Est. Cost $173.75 Unrealized -7.5%
AVGO Broadcom Inc 0.2%
Value ($000) $831 Shares 3,013 Est. Cost $186.76 Unrealized +15.6%
GOOGL Alphabet Inc Class A 0.2%
Value ($000) $824 Shares 4,674 Est. Cost $173.23 Unrealized -5.7%
GS Goldman Sachs Group Inc. 0.2%
Value ($000) $820 Shares 1,159 Est. Cost $544.86 Unrealized +4.9%
MDY SPDR S&P Midcap 400 ETF Trust Ser 1 0.2%
Value ($000) $801 Shares 1,414 Est. Cost $569.58 Unrealized
VSLU Applied Finance Valuation ETF 0.2%
Value ($000) $790 Shares 20,180 Est. Cost $39.15 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.2%
Value ($000) $734 Shares 13,914 Est. Cost $51.74 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $706 Shares 3,575 Est. Cost $241.00 Unrealized -19.9%
MCD McDonald's Corp 0.2%
Value ($000) $671 Shares 2,297 Est. Cost $290.22 Unrealized +4.6%
IWD iShares Russell 1000 Value 0.2%
Value ($000) $653 Shares 3,363 Est. Cost $185.13 Unrealized
SPSM SPDR S&P 600 Small Cap ETF 0.2%
Value ($000) $632 Shares 14,830 Est. Cost $42.60 Unrealized
NFLX Netflix Inc. 0.2%
Value ($000) $629 Shares 470 Est. Cost $84.34 Unrealized +34.1%
COP ConocoPhillips 0.2%
Value ($000) $627 Shares 6,984 Est. Cost $100.65 Unrealized -12.5%
IQLT iShares MSCI International Quality Factor ETF 0.2%
Value ($000) $617 Shares 14,283 Est. Cost $40.89 Unrealized
VRTX Vertex Pharmaceuticals Inc. 0.2%
Value ($000) $597 Shares 1,341 Est. Cost $463.53 Unrealized -0.6%
MS Morgan Stanley 0.2%
Value ($000) $596 Shares 4,231 Est. Cost $119.84 Unrealized +0.9%
LULU Lululemon Athletica Inc 0.2%
Value ($000) $589 Shares 2,479 Est. Cost $322.63 Unrealized -14.6%
C Citigroup Inc. 0.2%
Value ($000) $577 Shares 6,776 Est. Cost $70.43 Unrealized +1.1%
BSCR Invesco Bulletshares 2027 Corp Bd ETF 0.2%
Value ($000) $554 Shares 28,179 Est. Cost $19.62 Unrealized
SO The Southern Co 0.2%
Value ($000) $552 Shares 6,008 Est. Cost $84.51 Unrealized +4.1%
CRWD Crowdstrike Hldgs Inc 0.2%
Value ($000) $538 Shares 1,056 Est. Cost $432.17 Unrealized +0.3%
MA Mastercard, Inc. 0.2%
Value ($000) $536 Shares 953 Est. Cost $518.27 Unrealized +6.4%
RF Regions Financial Corp - New 0.2%
Value ($000) $512 Shares 21,752 Est. Cost $23.54 Unrealized -12.5%
MLI Mueller Industries, Inc. 0.1%
Value ($000) $506 Shares 6,365 Est. Cost $79.35 Unrealized -5.6%
BSCQ Invesco Bulletshares 2026 Corp Bd ETF 0.1%
Value ($000) $491 Shares 25,167 Est. Cost $19.49 Unrealized
EQIX Equinix Inc 0.1%
Value ($000) $489 Shares 615 Est. Cost $897.54 Unrealized -6.9%
MRK Merck & Co., Inc. 0.1%
Value ($000) $477 Shares 6,031 Est. Cost $98.45 Unrealized -21.4%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $471 Shares 1,840 Est. Cost $248.46 Unrealized -6.2%
MPC Marathon Petroleum Corporation 0.1%
Value ($000) $471 Shares 2,833 Est. Cost $148.83 Unrealized -0.6%
ZTS Zoetis Inc. 0.1%
Value ($000) $464 Shares 2,976 Est. Cost $175.47 Unrealized -10.3%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $460 Shares 5,551 Est. Cost $82.45 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $458 Shares 3,001 Est. Cost $149.88 Unrealized +0.6%
IWF iShares Russell 1000 Growth 0.1%
Value ($000) $439 Shares 1,033 Est. Cost $401.58 Unrealized
ITW Illinois Tool Works Inc. 0.1%
Value ($000) $436 Shares 1,762 Est. Cost $257.33 Unrealized -7.8%
VTI Vanguard Total Stock Market ETF 0.1%
Value ($000) $409 Shares 1,347 Est. Cost $293.10 Unrealized
IWR iShares Russell Mid-Cap ETF 0.1%
Value ($000) $408 Shares 4,437 Est. Cost $88.14 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $402 Shares 2,206 Est. Cost $120.59 Unrealized +38.8%
LYV Live Nation Entertainment Inc 0.1%
Value ($000) $395 Shares 2,610 Est. Cost $125.90 Unrealized +9.4%
CB Chubb Limited 0.1%
Value ($000) $373 Shares 1,289 Est. Cost $283.23 Unrealized +1.3%
CI Cigna Corp New 0.1%
Value ($000) $366 Shares 1,106 Est. Cost $311.40 Unrealized +2.1%
PEP Pepsico Inc. 0.1%
Value ($000) $344 Shares 2,604 Est. Cost $156.55 Unrealized -16.3%
GDDY Godaddy Inc 0.1%
Value ($000) $335 Shares 1,858 Est. Cost $182.74 Unrealized -1.8%
RNST Renasant Corp 0.1%
Value ($000) $331 Shares 9,223 Est. Cost $35.29 Unrealized -5.5%
CVX ChevronTexaco Corp 0.1%
Value ($000) $318 Shares 2,224 Est. Cost $145.50 Unrealized -5.8%
PLTR Palantir Technologies Inc 0.1%
Value ($000) $316 Shares 2,315 Est. Cost $58.25 Unrealized +101.4%
META Meta Platforms Inc Class A 0.1%
Value ($000) $311 Shares 422 Est. Cost $593.91 Unrealized +3.8%
JEPQ JP Morgan Nasdaq Equity Premium Income ETF 0.1%
Value ($000) $310 Shares 5,692 Est. Cost $52.93 Unrealized
CPNG Coupang Inc 0.1%
Value ($000) $307 Shares 10,238 Est. Cost $24.55 Unrealized +4.4%
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $290 Shares 3,244 Est. Cost $75.61 Unrealized
NKE Nike Inc. 0.1%
Value ($000) $286 Shares 4,021 Est. Cost $61.20 Unrealized -3.5%
FBTC Fidelity Wise Origin Bitcoin F 0.1%
Value ($000) $275 Shares 2,927 Est. Cost $81.58 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $267 Shares 747 Est. Cost $347.11 Unrealized -11.6%
VOT Vanguard Mid-Cap Growth Indx Fd 0.1%
Value ($000) $264 Shares 928 Est. Cost $253.75 Unrealized
RDVY First Trust Rising Dividend Achievers ETF 0.1%
Value ($000) $262 Shares 4,183 Est. Cost $59.48 Unrealized
PNC PNC Financial Services Group, Inc. 0.1%
Value ($000) $261 Shares 1,400 Est. Cost $166.05 Unrealized -0.1%
RPG Invesco S&P 500 Pure Growth ETF 0.1%
Value ($000) $255 Shares 5,565 Est. Cost $41.26 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $253 Shares 5,855 Est. Cost $39.40 Unrealized +6.1%
BKAG BNY Mellon Core Bond ETF 0.1%
Value ($000) $247 Shares 5,848 Est. Cost $41.38 Unrealized
ALL Allstate Corp. 0.1%
Value ($000) $244 Shares 1,210 Est. Cost $189.87 Unrealized +3.7%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $229 Shares 404 Est. Cost $526.79 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $218 Shares 1,201 Est. Cost $175.23 Unrealized
EMB iShares JP Morgan Em USD EM Mkts Bond ETF 0.1%
Value ($000) $217 Shares 2,348 Est. Cost $89.04 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $204 Shares 2,234 Est. Cost $73.86 Unrealized +12.6%
SLB Schlumberger Ltd. 0.1%
Value ($000) $203 Shares 6,000 Est. Cost $34.44 Unrealized -1.5%
WSO Watsco Inc. 0.1%
Value ($000) $202 Shares 458 Est. Cost $506.45 Unrealized -8.4%
YETI Yeti Hldgs Inc 0.1%
Value ($000) $202 Shares 6,400 Est. Cost $30.01 Unrealized 0.0%
CSX CSX Corporation 0.1%
Value ($000) $200 Shares 6,130 Est. Cost $33.68 Unrealized -11.6%
PDP Invesco DWA Momentum ETF 0.1%
Value ($000) $199 Shares 1,832 Est. Cost $107.61 Unrealized
ATO Atmos Energy Corp 0.1%
Value ($000) $194 Shares 1,257 Est. Cost $138.63 Unrealized +10.5%
VEEV Veeva Sys Inc 0.1%
Value ($000) $193 Shares 669 Est. Cost $219.92 Unrealized +12.8%
ROL Rollins Inc 0.1%
Value ($000) $187 Shares 3,315 Est. Cost $48.31 Unrealized +15.3%
DVY IShares DJ Select Dividend 0.1%
Value ($000) $184 Shares 1,388 Est. Cost $131.29 Unrealized
ADM Archer Daniels Midland Co 0.1%
Value ($000) $184 Shares 3,492 Est. Cost $51.78 Unrealized -8.1%
IWB iShares Russell 1000 Index 0.1%
Value ($000) $182 Shares 536 Est. Cost $322.42 Unrealized
FROG Jfrog Ltd 0.1%
Value ($000) $182 Shares 4,137 Est. Cost $30.35 Unrealized +25.2%
J Jacobs Engineering Group Inc 0.1%
Value ($000) $180 Shares 1,372 Est. Cost $127.41 Unrealized -3.8%
VRRM Verra Mobility Corp 0.1%
Value ($000) $179 Shares 7,053 Est. Cost $24.77 Unrealized -6.0%
DIA SPDR DJIA Trust 0.1%
Value ($000) $178 Shares 405 Est. Cost $425.50 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $178 Shares 1,008 Est. Cost $169.30 Unrealized
DON WisdomTree MidCap Dividend Fund - F 0.1%
Value ($000) $177 Shares 3,534 Est. Cost $50.97 Unrealized
GLD SPDR Gold Trust 0.1%
Value ($000) $174 Shares 570 Est. Cost $242.13 Unrealized
EME EMCOR Group, Inc. 0.1%
Value ($000) $173 Shares 324 Est. Cost $441.83 Unrealized -0.2%
IBM International Business Machines 0.1%
Value ($000) $169 Shares 574 Est. Cost $216.31 Unrealized +17.3%
IWO iShares Russell 2000 Growth Index Fd 0.0%
Value ($000) $163 Shares 570 Est. Cost $287.82 Unrealized
AM Antero Midstream Corp 0.0%
Value ($000) $162 Shares 8,546 Est. Cost $14.21 Unrealized +20.8%
TYL Tyler Technologies Inc 0.0%
Value ($000) $161 Shares 271 Est. Cost $604.28 Unrealized -6.3%
BSCS Invesco BulletShares 2028 Corp Bond ETF 0.0%
Value ($000) $160 Shares 7,786 Est. Cost $20.47 Unrealized
SNA Snap-on Inc. 0.0%
Value ($000) $159 Shares 511 Est. Cost $327.46 Unrealized -4.5%
LIN Linde Plc 0.0%
Value ($000) $156 Shares 332 Est. Cost $448.71 Unrealized +0.8%
SYK Stryker Corp 0.0%
Value ($000) $154 Shares 389 Est. Cost $370.55 Unrealized +0.3%
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $152 Shares 1,967 Est. Cost $92.47 Unrealized -32.7%
UNP Union Pacific Corp 0.0%
Value ($000) $150 Shares 650 Est. Cost $230.22 Unrealized -5.1%
IMCG iShares Morningstar Mid-Cap Growth ETF 0.0%
Value ($000) $141 Shares 1,752 Est. Cost $75.53 Unrealized
IEFA iShares MSCI Core EAFE ETF 0.0%
Value ($000) $131 Shares 1,572 Est. Cost $73.77 Unrealized
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $130 Shares 308 Est. Cost $468.46 Unrealized -11.4%
QNST Quinstreet Inc 0.0%
Value ($000) $127 Shares 7,868 Est. Cost $21.05 Unrealized -23.8%
BAC Bank America Corporation 0.0%
Value ($000) $124 Shares 2,620 Est. Cost $42.83 Unrealized -3.2%
XLI Industrial Select Sector SPDR Fund 0.0%
Value ($000) $124 Shares 838 Est. Cost $134.46 Unrealized
John Hancock Premuim Dividend Fund 0.0%
Value ($000) $117 Shares 8,900 Est. Cost $12.74 Unrealized
POOL Pool Corporation 0.0%
Value ($000) $117 Shares 400 Est. Cost $357.95 Unrealized -16.4%
MDLZ Mondelez International Inc - A 0.0%
Value ($000) $114 Shares 1,693 Est. Cost $63.61 Unrealized +2.4%
VCSH Vanguard S/T Corp Bond ETF 0.0%
Value ($000) $111 Shares 1,400 Est. Cost $78.01 Unrealized
XLK Technology Select Sector SPDR Fd 0.0%
Value ($000) $108 Shares 427 Est. Cost $243.92 Unrealized
UPS United Parcel Service, Inc. 0.0%
Value ($000) $106 Shares 1,055 Est. Cost $122.34 Unrealized -23.1%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $104 Shares 765 Est. Cost $132.10 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $104 Shares 844 Est. Cost $97.38 Unrealized +16.7%
ET Energy Transfer L P 0.0%
Value ($000) $103 Shares 5,671 Est. Cost $19.59 Unrealized
MTB M&T Bank Corporation 0.0%
Value ($000) $103 Shares 530 Est. Cost $192.14 Unrealized -10.0%
MET MetLife Inc. 0.0%
Value ($000) $101 Shares 1,252 Est. Cost $80.65 Unrealized -6.0%
SHW Sherwin-Williams Co 0.0%
Value ($000) $101 Shares 293 Est. Cost $369.58 Unrealized -6.8%
SLV iShares Silver Trust 0.0%
Value ($000) $100 Shares 3,063 Est. Cost $27.65 Unrealized
CCI Crown Castle Intl Corp New 0.0%
Value ($000) $97 Shares 944 Est. Cost $98.04 Unrealized 0.0%
IJH iShares S&P MidCap 400 Index ETF 0.0%
Value ($000) $95 Shares 1,532 Est. Cost $59.54 Unrealized
SBR Sabine Royalty Trust 0.0%
Value ($000) $93 Shares 1,400 Est. Cost $64.81 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $93 Shares 509 Est. Cost $157.83 Unrealized -0.2%
BKNG Booking Hldgs Inc 0.0%
Value ($000) $93 Shares 16 Est. Cost $4826.08 Unrealized +5.6%
PFF iShares S&P Pref Stk Indx Fn 0.0%
Value ($000) $92 Shares 3,000 Est. Cost $31.44 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $84 Shares 397 Est. Cost $185.05 Unrealized 0.0%
VYMI Vanguard International High Divd Yld 0.0%
Value ($000) $84 Shares 1,051 Est. Cost $67.88 Unrealized
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $83 Shares 153 Est. Cost $524.73 Unrealized -0.4%
PAVE Global X U.S. Infrastructure Dev ETF 0.0%
Value ($000) $82 Shares 1,880 Est. Cost $40.41 Unrealized
MU Micron Technology 0.0%
Value ($000) $80 Shares 648 Est. Cost $101.25 Unrealized -7.9%
Eaton Vance Tax-Managed Buy-Write Opp Fd 0.0%
Value ($000) $77 Shares 5,560 Est. Cost $14.41 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $77 Shares 275 Est. Cost $264.13 Unrealized
T AT&T Inc. 0.0%
Value ($000) $75 Shares 2,599 Est. Cost $21.51 Unrealized +25.3%
EQH Equitable Hldgs Inc 0.0%
Value ($000) $75 Shares 1,335 Est. Cost $50.68 Unrealized 0.0%
IJR iShares S&P SmallCap 600 Index ETF 0.0%
Value ($000) $74 Shares 678 Est. Cost $109.51 Unrealized
GILD Gilead Sciences Inc. 0.0%
Value ($000) $72 Shares 650 Est. Cost $100.38 Unrealized +4.0%
ALLE Allegion PLC 0.0%
Value ($000) $72 Shares 500 Est. Cost $136.74 Unrealized -0.3%
IDXX Idexx Laboratories Inc. 0.0%
Value ($000) $71 Shares 132 Est. Cost $438.63 Unrealized +9.0%
GIS General Mills, Inc. 0.0%
Value ($000) $70 Shares 1,353 Est. Cost $64.08 Unrealized -16.1%
USMV Ishares MSCI USA Minimum Volatility Fund 0.0%
Value ($000) $69 Shares 736 Est. Cost $88.79 Unrealized
VRSN Verisign Inc. 0.0%
Value ($000) $69 Shares 238 Est. Cost $186.70 Unrealized +44.0%
KKR KKR & Co Inc CL A 0.0%
Value ($000) $59 Shares 440 Est. Cost $143.47 Unrealized -18.7%
EOG EOG Resources, Inc. 0.0%
Value ($000) $58 Shares 488 Est. Cost $123.33 Unrealized -9.1%
DUK Duke Energy Corp 0.0%
Value ($000) $58 Shares 494 Est. Cost $108.79 Unrealized +6.1%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $57 Shares 640 Est. Cost $89.08 Unrealized
IJT iShares S&P SmallCap 600 Grwth Index Fd 0.0%
Value ($000) $55 Shares 411 Est. Cost $135.37 Unrealized
TT Trane Technologies Plc 0.0%
Value ($000) $54 Shares 123 Est. Cost $393.53 Unrealized -0.1%
TM Toyota Motor Corp - ADR 0.0%
Value ($000) $52 Shares 300 Est. Cost $194.61 Unrealized
ETR Entergy Corp 0.0%
Value ($000) $52 Shares 620 Est. Cost $73.28 Unrealized +10.9%
AYI Acuity Brands Inc. 0.0%
Value ($000) $50 Shares 169 Est. Cost $311.23 Unrealized -17.0%
FETH Fidelity Ethereum Fd 0.0%
Value ($000) $50 Shares 1,998 Est. Cost $27.32 Unrealized
RMD ResMed Inc. 0.0%
Value ($000) $50 Shares 192 Est. Cost $238.44 Unrealized -0.5%
QCOM Qualcomm Inc. 0.0%
Value ($000) $49 Shares 306 Est. Cost $159.52 Unrealized -9.1%
BSCT Invesco Exchange Bulletshares 2029 0.0%
Value ($000) $48 Shares 2,550 Est. Cost $18.70 Unrealized
XLC SPDR Communication Services ETF 0.0%
Value ($000) $47 Shares 435 Est. Cost $96.81 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $47 Shares 1,062 Est. Cost $41.63 Unrealized +6.6%
ICE IntercontinentalExchange Group Inc. 0.0%
Value ($000) $47 Shares 254 Est. Cost $156.24 Unrealized +9.1%
CNP CenterPoint Energy, Inc. 0.0%
Value ($000) $46 Shares 1,265 Est. Cost $30.11 Unrealized +21.3%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $46 Shares 70 Est. Cost $571.89 Unrealized
FTC First Trust Lage Cap Growth Alphadex ETF 0.0%
Value ($000) $46 Shares 305 Est. Cost $150.97 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $46 Shares 501 Est. Cost $93.07 Unrealized -3.3%
SRE Sempra Energy 0.0%
Value ($000) $45 Shares 600 Est. Cost $84.33 Unrealized -13.9%
SLF SunLife Financial Inc. 0.0%
Value ($000) $45 Shares 681 Est. Cost $59.01 Unrealized +3.9%
QUAL Ishares MSCI USA Quality Factor ETF 0.0%
Value ($000) $45 Shares 244 Est. Cost $175.43 Unrealized
AMD Advanced Micro Devices Inc. 0.0%
Value ($000) $45 Shares 314 Est. Cost $143.89 Unrealized -24.3%
CEG Constellation Energy Corp 0.0%
Value ($000) $44 Shares 136 Est. Cost $247.76 Unrealized +6.5%
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $44 Shares 5,000 Est. Cost $8.17 Unrealized
AIG American International Group, Inc. 0.0%
Value ($000) $43 Shares 500 Est. Cost $73.28 Unrealized +11.9%
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $42 Shares 483 Est. Cost $82.70 Unrealized
BA Boeing Co 0.0%
Value ($000) $41 Shares 198 Est. Cost $159.92 Unrealized +18.1%
FTV Fortive Corp 0.0%
Value ($000) $41 Shares 790 Est. Cost $57.15 Unrealized -8.6%
PAYX Paychex, Inc. 0.0%
Value ($000) $41 Shares 280 Est. Cost $137.31 Unrealized +7.4%
WFC Wells Fargo & Co New 0.0%
Value ($000) $40 Shares 500 Est. Cost $70.28 Unrealized +1.2%
ANET Arista Networks Inc. 0.0%
Value ($000) $40 Shares 389 Est. Cost $102.84 Unrealized -15.9%
O Realty Income Corp. 0.0%
Value ($000) $39 Shares 684 Est. Cost $54.51 Unrealized -0.1%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $39 Shares 355 Est. Cost $101.53 Unrealized
QQQM Invesco NASDAQ 100 ETF 0.0%
Value ($000) $39 Shares 172 Est. Cost $193.02 Unrealized
FTCS First Trust Capital Strength 0.0%
Value ($000) $39 Shares 429 Est. Cost $88.90 Unrealized
DECK Deckers Outdoor Corporation 0.0%
Value ($000) $39 Shares 378 Est. Cost $180.78 Unrealized -38.8%
CUZ Cousins Pptys Inc 0.0%
Value ($000) $38 Shares 1,269 Est. Cost $30.64 Unrealized
SPGI S&P Global Inc 0.0%
Value ($000) $37 Shares 71 Est. Cost $503.12 Unrealized -1.3%
F Ford Motor Company 0.0%
Value ($000) $37 Shares 3,398 Est. Cost $9.87 Unrealized -0.0%
XLF Select Sector SPDR Financials Tr 0.0%
Value ($000) $36 Shares 683 Est. Cost $51.88 Unrealized
John Hancock Preferred Income Fd III 0.0%
Value ($000) $36 Shares 2,505 Est. Cost $15.03 Unrealized
AFL Aflac Inc. 0.0%
Value ($000) $35 Shares 333 Est. Cost $106.42 Unrealized -2.6%
FITB Fifth Third Bancorp 0.0%
Value ($000) $34 Shares 837 Est. Cost $40.72 Unrealized -10.2%
GD General Dynamics Corp 0.0%
Value ($000) $34 Shares 117 Est. Cost $281.95 Unrealized -3.4%
SPTS SPDR Portfolio Short Term Treasury 0.0%
Value ($000) $34 Shares 1,165 Est. Cost $29.01 Unrealized
PFG Principal Finl Group Inc 0.0%
Value ($000) $34 Shares 422 Est. Cost $80.65 Unrealized -7.2%
FNX First Tr Mid Cap Core Alphadex 0.0%
Value ($000) $33 Shares 290 Est. Cost $108.98 Unrealized
XEL Xcel Energy, Inc. 0.0%
Value ($000) $33 Shares 483 Est. Cost $66.02 Unrealized +2.7%
IEF iShares 7-10 Year Treasury Bond ETF 0.0%
Value ($000) $32 Shares 335 Est. Cost $92.45 Unrealized
CCOI Cogent Communications Hldgs In 0.0%
Value ($000) $32 Shares 662 Est. Cost $74.16 Unrealized -34.3%
STZ Constellation Brands, Inc. 0.0%
Value ($000) $31 Shares 190 Est. Cost $231.32 Unrealized -23.6%
IJJ Ishares S&P Mid Cap 400 Value 0.0%
Value ($000) $30 Shares 246 Est. Cost $124.96 Unrealized
IYM iShares Dow Jones U.S. Basic Materials Sector 0.0%
Value ($000) $30 Shares 214 Est. Cost $129.93 Unrealized
DFAC Dimensional US Core Equity 2 ETF 0.0%
Value ($000) $30 Shares 836 Est. Cost $35.84 Unrealized
CMS CMS Energy Corporation 0.0%
Value ($000) $30 Shares 430 Est. Cost $66.51 Unrealized +5.2%
CLX The Clorox Company 0.0%
Value ($000) $29 Shares 245 Est. Cost $157.37 Unrealized -17.1%
VLTO Veralto Corp 0.0%
Value ($000) $29 Shares 286 Est. Cost $105.96 Unrealized -9.3%
IWP iShares Russell Midcap Grwth Index 0.0%
Value ($000) $29 Shares 208 Est. Cost $126.75 Unrealized
IAU iShares Gold Trust 0.0%
Value ($000) $28 Shares 456 Est. Cost $58.96 Unrealized
Kellogg Company 0.0%
Value ($000) $28 Shares 351 Est. Cost $78.18 Unrealized +2.6%
WINN Harbor Long-Term Growers ETF 0.0%
Value ($000) $28 Shares 946 Est. Cost $24.50 Unrealized
SPYG SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $28 Shares 289 Est. Cost $87.90 Unrealized
XLV Healthcare Select SPDR Fund 0.0%
Value ($000) $27 Shares 203 Est. Cost $135.17 Unrealized
Tekla Life Sciences Invs 0.0%
Value ($000) $27 Shares 2,134 Est. Cost $13.12 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $26 Shares 500 Est. Cost $55.43 Unrealized -8.7%
HACK Amplify Cybersecurity ETF 0.0%
Value ($000) $26 Shares 303 Est. Cost $86.37 Unrealized
GDX Vaneck Gold Miners ETF 0.0%
Value ($000) $26 Shares 496 Est. Cost $33.91 Unrealized
CVS CVS/Caremark Corp 0.0%
Value ($000) $26 Shares 374 Est. Cost $53.65 Unrealized +19.6%
PHR Phreesia Inc 0.0%
Value ($000) $26 Shares 903 Est. Cost $21.37 Unrealized +18.8%
CIBR First Trust Nasdaq Cybersecurity ETF 0.0%
Value ($000) $26 Shares 340 Est. Cost $75.58 Unrealized
FENI Fidelity Enhanced International ETF 0.0%
Value ($000) $25 Shares 766 Est. Cost $27.53 Unrealized
FFOG Franklin Focused Growth ETF 0.0%
Value ($000) $25 Shares 570 Est. Cost $34.93 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $25 Shares 75 Est. Cost $344.79 Unrealized -11.3%
AEP American Electric Power Co, Inc. 0.0%
Value ($000) $24 Shares 236 Est. Cost $93.11 Unrealized +9.5%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $24 Shares 124 Est. Cost $190.82 Unrealized
CTAS Cintas Corp 0.0%
Value ($000) $24 Shares 108 Est. Cost $208.34 Unrealized +2.8%
IBTH iShares Bonds Dec 2027 Term 0.0%
Value ($000) $24 Shares 1,057 Est. Cost $22.20 Unrealized
SNAP Snap Inc 0.0%
Value ($000) $23 Shares 2,647 Est. Cost $10.81 Unrealized -23.2%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $23 Shares 91 Est. Cost $253.69 Unrealized
HIMX Himax Technologies Inc 0.0%
Value ($000) $22 Shares 2,500 Est. Cost $8.04 Unrealized
VWO Vanguard MSCI Emerging Mkts ETF 0.0%
Value ($000) $22 Shares 446 Est. Cost $44.04 Unrealized
LAMR Lamar Advertising Co New 0.0%
Value ($000) $21 Shares 177 Est. Cost $121.74 Unrealized
BF/B Brown-Forman Corp - Cl B 0.0%
Value ($000) $21 Shares 798 Est. Cost $42.52 Unrealized -26.2%
IJK Ishares S&P MidCap 400 Growth ETF 0.0%
Value ($000) $21 Shares 233 Est. Cost $90.93 Unrealized
PEG Public Service Enterprise Group Inc. 0.0%
Value ($000) $21 Shares 250 Est. Cost $85.29 Unrealized -7.5%
Nuveen Mun Cr Opportunities Fd 0.0%
Value ($000) $21 Shares 1,960 Est. Cost $10.61 Unrealized
iShares iBonds Dec 2025 Term ETF 0.0%
Value ($000) $20 Shares 865 Est. Cost $23.32 Unrealized
ASML Asml Holding N V 0.0%
Value ($000) $20 Shares 25 Est. Cost $662.64 Unrealized
FDX Fedex Corp. 0.0%
Value ($000) $19 Shares 85 Est. Cost $271.73 Unrealized -20.8%
PPG PPG Industries, Inc. 0.0%
Value ($000) $19 Shares 169 Est. Cost $121.53 Unrealized -12.5%
CF CF Industries Holdings Inc. 0.0%
Value ($000) $18 Shares 200 Est. Cost $84.24 Unrealized -0.3%
MDT Medtronic Plc 0.0%
Value ($000) $18 Shares 209 Est. Cost $83.84 Unrealized -0.4%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $18 Shares 785 Est. Cost $22.98 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $18 Shares 410 Est. Cost $37.26 Unrealized +16.9%
PH Parker Hannifin Corporation 0.0%
Value ($000) $17 Shares 25 Est. Cost $628.26 Unrealized 0.0%
SBUX Starbucks Corporation 0.0%
Value ($000) $17 Shares 188 Est. Cost $99.21 Unrealized -14.2%
APH Amphenol Corporation 0.0%
Value ($000) $17 Shares 172 Est. Cost $69.34 Unrealized +17.4%
VPL Vanguard Pacific ETF 0.0%
Value ($000) $17 Shares 203 Est. Cost $71.04 Unrealized
DOCS Doximity Inc 0.0%
Value ($000) $16 Shares 268 Est. Cost $48.96 Unrealized +13.9%
INTC Intel Corp 0.0%
Value ($000) $16 Shares 732 Est. Cost $22.54 Unrealized -8.1%
SPTI SPDR Portfolio Intmdt Term ETF 0.0%
Value ($000) $16 Shares 569 Est. Cost $27.88 Unrealized
CMCSA Comcast Corp 0.0%
Value ($000) $16 Shares 451 Est. Cost $39.99 Unrealized -15.2%
CADE Cadence Bank 0.0%
Value ($000) $16 Shares 500 Est. Cost $33.88 Unrealized -13.4%
FSS Federal Signal Corp 0.0%
Value ($000) $16 Shares 150 Est. Cost $91.31 Unrealized -2.7%
SHEL Shell Plc 0.0%
Value ($000) $16 Shares 226 Est. Cost $69.66 Unrealized
DTE DTE Energy Company 0.0%
Value ($000) $16 Shares 120 Est. Cost $118.43 Unrealized +10.9%
KMX Carmax Inc 0.0%
Value ($000) $16 Shares 235 Est. Cost $78.54 Unrealized -14.4%
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $15 Shares 468 Est. Cost $27.94 Unrealized
D Dominion Resources, Inc. 0.0%
Value ($000) $15 Shares 268 Est. Cost $54.04 Unrealized -1.6%
ES Eversource Energy 0.0%
Value ($000) $15 Shares 232 Est. Cost $58.85 Unrealized +1.8%
SMH VanEck Semiconductor ETF 0.0%
Value ($000) $15 Shares 52 Est. Cost $220.92 Unrealized
DOW Dow Inc 0.0%
Value ($000) $14 Shares 545 Est. Cost $42.94 Unrealized -35.3%
TGT Target Corp 0.0%
Value ($000) $14 Shares 146 Est. Cost $136.67 Unrealized -31.7%
NOW Servicenow Inc 0.0%
Value ($000) $14 Shares 14 Est. Cost $194.37 Unrealized -2.9%
PPLT Aberdeen Physical Platinum ETF 0.0%
Value ($000) $14 Shares 115 Est. Cost $91.37 Unrealized
USIG Ishares Broad USD Inv Grade Corp Bond ETF 0.0%
Value ($000) $14 Shares 274 Est. Cost $50.28 Unrealized
IEMG iShares Core MSCI Emerging Mkts ETF 0.0%
Value ($000) $14 Shares 225 Est. Cost $52.22 Unrealized
ADSK Autodesk, Inc. 0.0%
Value ($000) $13 Shares 43 Est. Cost $284.41 Unrealized -0.2%
NUE Nucor 0.0%
Value ($000) $13 Shares 100 Est. Cost $140.88 Unrealized -18.0%
JBL Jabil Circuit, Inc. 0.0%
Value ($000) $13 Shares 59 Est. Cost $130.90 Unrealized +23.7%
CTRE Caretrust Reit Inc 0.0%
Value ($000) $12 Shares 393 Est. Cost $27.05 Unrealized
LIT Global X Lithium ETF 0.0%
Value ($000) $12 Shares 310 Est. Cost $40.78 Unrealized
CGDV Capital Group Dividend Value ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $35.64 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $12 Shares 71 Est. Cost $161.77 Unrealized
HSBC HSBC Holdings PLC - Spons ADR 0.0%
Value ($000) $12 Shares 192 Est. Cost $49.46 Unrealized
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $11 Shares 37 Est. Cost $290.70 Unrealized +0.0%
AMTM Amentum Holdings Inc 0.0%
Value ($000) $11 Shares 478 Est. Cost $25.02 Unrealized -16.5%
MNST Monster Beverage Corp New 0.0%
Value ($000) $11 Shares 180 Est. Cost $52.22 Unrealized +17.0%
VGIT Vanguard Intermediate-Term Treasury ETF 0.0%
Value ($000) $11 Shares 180 Est. Cost $58.00 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $11 Shares 183 Est. Cost $48.82 Unrealized +14.6%
SPMO Invesco S&P 500 Momentum ETF 0.0%
Value ($000) $10 Shares 93 Est. Cost $92.53 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $10 Shares 90 Est. Cost $108.97 Unrealized -8.2%
USB US Bancorp Del 0.0%
Value ($000) $10 Shares 227 Est. Cost $46.63 Unrealized -12.6%
ZBH Zimmer Biomet Holdings Inc. 0.0%
Value ($000) $10 Shares 112 Est. Cost $106.02 Unrealized -9.5%
Cyberark Software Ltd 0.0%
Value ($000) $10 Shares 25 Est. Cost $338.00 Unrealized
BSCU Invesco Corp Bond BulletShares 2030 0.0%
Value ($000) $10 Shares 605 Est. Cost $16.37 Unrealized
NNVC Nanoviricides Inc 0.0%
Value ($000) $10 Shares 7,000 Est. Cost $1.44 Unrealized -4.9%
Unilever Plc 0.0%
Value ($000) $10 Shares 160 Est. Cost $56.70 Unrealized
ECL Ecolab Inc. 0.0%
Value ($000) $9 Shares 35 Est. Cost $245.53 Unrealized +2.8%
XLY Consumer Discretionary Sector SPDR ETF 0.0%
Value ($000) $9 Shares 42 Est. Cost $212.18 Unrealized
CTRA Coterra Energy Inc. 0.0%
Value ($000) $9 Shares 358 Est. Cost $23.92 Unrealized +3.7%
IR Ingersoll Rand Inc 0.0%
Value ($000) $9 Shares 108 Est. Cost $99.45 Unrealized -20.8%
BTI British AMN Tobacco 0.0%
Value ($000) $9 Shares 186 Est. Cost $36.32 Unrealized
CODI Compass Diversified Holdings 0.0%
Value ($000) $9 Shares 1,380 Est. Cost $21.81 Unrealized -49.2%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $8 Shares 40 Est. Cost $195.82 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $8 Shares 79 Est. Cost $98.31 Unrealized -2.9%
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $8 Shares 80 Est. Cost $104.03 Unrealized -6.0%
FFIV F5 Networks Inc. 0.0%
Value ($000) $7 Shares 25 Est. Cost $279.63 Unrealized -1.2%
MMM 3M Company 0.0%
Value ($000) $7 Shares 47 Est. Cost $128.38 Unrealized +10.0%
MSTR Microstrategy Inc. 0.0%
Value ($000) $7 Shares 17 Est. Cost $300.91 Unrealized +21.1%
IETC iShares US Tech Independence Focused ETF 0.0%
Value ($000) $7 Shares 71 Est. Cost $74.94 Unrealized
DTM Dt Midstream Inc 0.0%
Value ($000) $7 Shares 60 Est. Cost $91.78 Unrealized +8.1%
ED Consolidated Edison, Inc. 0.0%
Value ($000) $6 Shares 63 Est. Cost $94.78 Unrealized +9.4%
MKC McCormick & Company, Inc. 0.0%
Value ($000) $6 Shares 82 Est. Cost $76.10 Unrealized -3.5%
ACWV Ishares Inc Edge MSCI Min Vol Global 0.0%
Value ($000) $6 Shares 52 Est. Cost $109.19 Unrealized
IEUR Ishares MSCI Euro 0.0%
Value ($000) $6 Shares 91 Est. Cost $53.98 Unrealized
DGRO Ishares Core Dividend Growth ETF 0.0%
Value ($000) $6 Shares 94 Est. Cost $61.34 Unrealized
EFAV Ishares MSCI EAFE Min Vol Factor ETF 0.0%
Value ($000) $6 Shares 69 Est. Cost $70.71 Unrealized
KMB Kimberly-Clark Corp 0.0%
Value ($000) $6 Shares 43 Est. Cost $130.11 Unrealized +1.2%
GPC Genuine Parts Co. 0.0%
Value ($000) $5 Shares 45 Est. Cost $120.15 Unrealized -2.0%
NDAQ Nasdaq Stock Market Inc. 0.0%
Value ($000) $5 Shares 60 Est. Cost $76.22 Unrealized +3.9%
IWS iShares Russell Midcap Value Index 0.0%
Value ($000) $5 Shares 40 Est. Cost $129.35 Unrealized
KD Kyndryl Hldgs Inc 0.0%
Value ($000) $5 Shares 120 Est. Cost $29.11 Unrealized +24.2%
EXPD Expeditors Int'l Wash 0.0%
Value ($000) $5 Shares 43 Est. Cost $113.71 Unrealized -2.5%
NET Cloudflare Inc/sh Cl A 0.0%
Value ($000) $5 Shares 25 Est. Cost $132.56 Unrealized +9.5%
BHF Brighthouse Finl Inc 0.0%
Value ($000) $5 Shares 91 Est. Cost $48.86 Unrealized +15.0%
CRSP Crispr Therapeutics 0.0%
Value ($000) $5 Shares 100 Est. Cost $42.39 Unrealized -8.7%
FDL First Trust Morn Dvd Lead In 0.0%
Value ($000) $5 Shares 110 Est. Cost $40.26 Unrealized
BAX Baxter International, Inc. 0.0%
Value ($000) $5 Shares 151 Est. Cost $32.95 Unrealized -9.0%
FMS Fresenius Medical Care 0.0%
Value ($000) $4 Shares 154 Est. Cost $22.64 Unrealized
BLK Blackrock Inc 0.0%
Value ($000) $4 Shares 4 Est. Cost $991.05 Unrealized -5.8%
BABA Alibaba Group Hldg Ltd ADR 0.0%
Value ($000) $4 Shares 36 Est. Cost $132.22 Unrealized
ARM Arm Holdings Pl/s Adr 0.0%
Value ($000) $4 Shares 25 Est. Cost $106.80 Unrealized
IVT Inventrust Pptys Corp 0.0%
Value ($000) $4 Shares 146 Est. Cost $30.13 Unrealized
AMT American Tower Corp New 0.0%
Value ($000) $4 Shares 18 Est. Cost $198.35 Unrealized +6.1%
SYM Symbotic Inc/sh Cl A 0.0%
Value ($000) $4 Shares 100 Est. Cost $25.54 Unrealized +2.5%
KMI Kinder Morgan Inc. 0.0%
Value ($000) $4 Shares 130 Est. Cost $24.88 Unrealized +7.6%
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $4 Shares 39 Est. Cost $109.05 Unrealized -18.7%
KTB Kontoor Brands Inc 0.0%
Value ($000) $4 Shares 57 Est. Cost $85.73 Unrealized -24.6%
WM Waste Management Inc 0.0%
Value ($000) $4 Shares 16 Est. Cost $211.11 Unrealized +8.8%
BLDR Builders Firstsource Inc 0.0%
Value ($000) $4 Shares 30 Est. Cost $176.96 Unrealized -34.8%
XLB MFC Select Sector Spdr Tr SHS Ben Int-Materia 0.0%
Value ($000) $3 Shares 38 Est. Cost $84.13 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $3 Shares 23 Est. Cost $157.12 Unrealized -13.3%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $3 Shares 72 Est. Cost $49.25 Unrealized -16.4%
LYB LyondellBasell Industries - Cl A 0.0%
Value ($000) $3 Shares 50 Est. Cost $75.68 Unrealized -28.1%
CAG ConAgra Brands Inc 0.0%
Value ($000) $3 Shares 141 Est. Cost $26.44 Unrealized -15.1%
IPAC MFC Ishares Tr Core MSCI Pac 0.0%
Value ($000) $3 Shares 38 Est. Cost $61.11 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $276.10 Unrealized +9.3%
SPOT Spotify Technology S A 0.0%
Value ($000) $2 Shares 3 Est. Cost $428.22 Unrealized +49.9%
LNT Alliant Energy Corp 0.0%
Value ($000) $2 Shares 38 Est. Cost $58.37 Unrealized +3.0%
OWL Blue Owl Capital Inc 0.0%
Value ($000) $2 Shares 119 Est. Cost $22.49 Unrealized -17.7%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $2 Shares 7 Est. Cost $218.15 Unrealized +8.2%
MRSH Marsh & McLennan Companies, Inc. 0.0%
Value ($000) $2 Shares 10 Est. Cost $217.77 Unrealized +2.5%
VFC VF Corporation 0.0%
Value ($000) $2 Shares 185 Est. Cost $20.37 Unrealized -39.2%
DJT Trump Media & Technology Group 0.0%
Value ($000) $2 Shares 120 Est. Cost $31.79 Unrealized -31.6%
LEG Leggett & Platt Inc. 0.0%
Value ($000) $2 Shares 240 Est. Cost $11.97 Unrealized -28.0%
REGN Regeneron Pharmaceuticals, Inc. 0.0%
Value ($000) $2 Shares 4 Est. Cost $834.60 Unrealized -33.4%
SNPS Synopsys Inc 0.0%
Value ($000) $2 Shares 4 Est. Cost $522.72 Unrealized -10.9%
DD Dupont De Nemours Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $33.84 Unrealized -19.3%
HIG Hartford Financial Services Group Inc. 0.0%
Value ($000) $2 Shares 14 Est. Cost $113.69 Unrealized +8.1%
AMP Ameriprise Finl Inc Co 0.0%
Value ($000) $2 Shares 3 Est. Cost $526.39 Unrealized -6.9%
MCO Moody's Corp 0.0%
Value ($000) $2 Shares 3 Est. Cost $473.16 Unrealized -2.6%
RSG Republic Services, Inc. 0.0%
Value ($000) $1 Shares 6 Est. Cost $204.32 Unrealized +20.0%
CACI CACI International Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $487.38 Unrealized -9.1%
APP Applovin Corp/sh 0.0%
Value ($000) $1 Shares 4 Est. Cost $252.97 Unrealized +28.2%
MAR Marriott International - Class A 0.0%
Value ($000) $1 Shares 5 Est. Cost $271.56 Unrealized -8.2%
FTSM First Trust Enhanced Short Maturity ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $59.76 Unrealized
IT Gartner Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $494.26 Unrealized -15.3%
PSTG Pure Storage Inc 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.69 Unrealized -10.7%
PHM PulteGroup Inc. 0.0%
Value ($000) $1 Shares 11 Est. Cost $128.60 Unrealized -22.1%
CYH Community Health Systems Inc. 0.0%
Value ($000) $1 Shares 340 Est. Cost $4.20 Unrealized -23.4%
TOTL Ssga Active Etf Tr 0.0%
Value ($000) $1 Shares 28 Est. Cost $39.39 Unrealized
UBER Uber Technologies Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $71.93 Unrealized +14.4%
Lucid Group Inc 0.0%
Value ($000) $1 Shares 465 Est. Cost $3.02 Unrealized
VRT Vertiv Holdings/sh Cl A 0.0%
Value ($000) $1 Shares 7 Est. Cost $118.54 Unrealized -18.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $109.18 Unrealized +40.7%
OXY/WS Occidental Pete Corp 0.0%
Value ($000) $1 Shares 29 Est. Cost $27.55 Unrealized
OGN Organon & Co 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.75 Unrealized -34.9%
EFOI Energy Focus Inc 0.0%
Value ($000) $0 Shares 45 Est. Cost $1.31 Unrealized +39.9%
BTBT Bit Digital Inc/sh Sh 0.0%
Value ($000) $0 Shares 42 Est. Cost $2.88 Unrealized -23.4%
MRNA Moderna Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.49 Unrealized -25.8%
NIO Nio Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $4.40 Unrealized