Ransom Advisory, Ltd Diversified Active

CIK: 0002065136 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 20, 2025

Total Value ($000): $202,422 (100.0% shares, 0.0% debt)

Holdings (333)

AAPL APPLE INC 10.2%
Value ($000) $20,695 Shares 93,164 Est. Cost $181.79 Unrealized +26.9%
MSFT MICROSOFT CORP 9.0%
Value ($000) $18,293 Shares 48,730 Est. Cost $404.80 Unrealized +0.1%
GOOGL ALPHABET INC 4.5%
Value ($000) $9,102 Shares 58,858 Est. Cost $141.98 Unrealized +27.3%
NVDA NVIDIA CORP 4.1%
Value ($000) $8,267 Shares 76,278 Est. Cost $98.48 Unrealized +28.7%
JPM JPMORGAN CHASE & CO 3.9%
Value ($000) $7,941 Shares 32,374 Est. Cost $173.79 Unrealized +44.4%
BRK/B BERKSHIRE HATHAWAY 3.2%
Value ($000) $6,556 Shares 12,309 Est. Cost $393.34 Unrealized +23.6%
GOOG ALPHABET INC 2.4%
Value ($000) $4,895 Shares 31,334 Est. Cost $145.45 Unrealized +25.4%
HD HOME DEPOT INC 1.9%
Value ($000) $3,851 Shares 10,507 Est. Cost $348.16 Unrealized +9.4%
PG PROCTER & GAMBLE CO 1.8%
Value ($000) $3,678 Shares 21,581 Est. Cost $149.87 Unrealized +9.4%
GS GOLDMAN SACHS GROUP INC 1.8%
Value ($000) $3,560 Shares 6,516 Est. Cost $372.27 Unrealized +58.7%
MCD MCDONALDS CORP 1.7%
Value ($000) $3,484 Shares 11,154 Est. Cost $278.01 Unrealized +5.4%
AMZN AMAZON.COM INC 1.7%
Value ($000) $3,453 Shares 18,148 Est. Cost $171.62 Unrealized +26.4%
V VISA INC 1.7%
Value ($000) $3,423 Shares 9,767 Est. Cost $272.36 Unrealized +23.5%
ETN EATON CORP PLC F 1.7%
Value ($000) $3,388 Shares 12,465 Est. Cost $267.60 Unrealized +15.3%
HON HONEYWELL INTL INC 1.6%
Value ($000) $3,231 Shares 15,257 Est. Cost $180.75 Unrealized +9.8%
PEP PEPSICO INC 1.5%
Value ($000) $3,129 Shares 20,871 Est. Cost $157.12 Unrealized -8.7%
ABBV ABBVIE INC 1.4%
Value ($000) $2,769 Shares 13,215 Est. Cost $162.16 Unrealized +16.8%
CSCO CISCO SYS INC 1.3%
Value ($000) $2,730 Shares 44,234 Est. Cost $47.18 Unrealized +27.4%
LOW LOWES COS INC 1.3%
Value ($000) $2,639 Shares 11,313 Est. Cost $222.03 Unrealized +9.0%
BLK BLACKROCK INC NEW 1.2%
Value ($000) $2,374 Shares 2,508 Est. Cost $988.90 Unrealized -2.7%
TMO THERMO FISHER SCIENTIFIC 1.2%
Value ($000) $2,337 Shares 4,696 Est. Cost $557.88 Unrealized -3.2%
RTX RTX CORP 1.1%
Value ($000) $2,216 Shares 16,732 Est. Cost $124.76 Unrealized 0.0%
BAC BANK OF AMERICA CORP 1.1%
Value ($000) $2,168 Shares 51,949 Est. Cost $33.14 Unrealized +31.7%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,023 Shares 12,197 Est. Cost $149.96 Unrealized +1.7%
MA MASTERCARD INC 1.0%
Value ($000) $2,006 Shares 3,659 Est. Cost $453.44 Unrealized +19.5%
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $1,980 Shares 3,539 Est. Cost $523.08 Unrealized
MET METLIFE INC 0.9%
Value ($000) $1,907 Shares 23,750 Est. Cost $66.02 Unrealized +22.9%
PNC PNC FINL SERVICES 0.9%
Value ($000) $1,903 Shares 10,827 Est. Cost $141.45 Unrealized +29.6%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $1,881 Shares 26,530 Est. Cost $56.50 Unrealized +21.5%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,799 Shares 15,128 Est. Cost $98.60 Unrealized +8.7%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $1,729 Shares 10,334 Est. Cost $141.05 Unrealized +6.7%
NKE NIKE INC 0.8%
Value ($000) $1,606 Shares 25,297 Est. Cost $97.82 Unrealized -26.3%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $1,600 Shares 5,946 Est. Cost $202.90 Unrealized +44.1%
EMR EMERSON ELEC CO 0.8%
Value ($000) $1,529 Shares 13,948 Est. Cost $100.58 Unrealized +18.1%
MRK MERCK & CO. INC. 0.8%
Value ($000) $1,519 Shares 16,923 Est. Cost $110.66 Unrealized -18.6%
WFC WELLS FARGO & CO 0.7%
Value ($000) $1,492 Shares 20,786 Est. Cost $51.18 Unrealized +44.0%
CVS CVS HEALTH CORP 0.7%
Value ($000) $1,478 Shares 21,810 Est. Cost $70.21 Unrealized -17.4%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,379 Shares 3,088 Est. Cost $420.02 Unrealized +6.7%
TT TRANE TECHNOLOGIES PLC F 0.6%
Value ($000) $1,312 Shares 3,893 Est. Cost $268.09 Unrealized +33.9%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,282 Shares 10,512 Est. Cost $88.45 Unrealized +25.0%
IBM IBM CORP 0.6%
Value ($000) $1,229 Shares 4,942 Est. Cost $174.01 Unrealized +37.6%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,176 Shares 11,917 Est. Cost $102.38 Unrealized +3.8%
DE DEERE & CO 0.6%
Value ($000) $1,142 Shares 2,433 Est. Cost $373.45 Unrealized +23.6%
C CITIGROUP INC 0.5%
Value ($000) $1,080 Shares 15,214 Est. Cost $53.83 Unrealized +38.5%
ADBE ADOBE INC 0.5%
Value ($000) $1,014 Shares 2,645 Est. Cost $482.39 Unrealized -11.1%
LLY ELI LILLY AND CO 0.5%
Value ($000) $988 Shares 1,196 Est. Cost $753.96 Unrealized +9.6%
CFG CITIZENS FINL GROUP INC 0.5%
Value ($000) $977 Shares 23,850 Est. Cost $30.49 Unrealized +41.8%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $943 Shares 1,600 Est. Cost $538.56 Unrealized +3.5%
WMT WALMART INC 0.5%
Value ($000) $927 Shares 10,562 Est. Cost $56.25 Unrealized +65.2%
FDX FEDEX CORP 0.5%
Value ($000) $914 Shares 3,750 Est. Cost $239.79 Unrealized +5.8%
BX BLACKSTONE INC 0.4%
Value ($000) $879 Shares 6,287 Est. Cost $118.70 Unrealized +33.3%
CB CHUBB LTD F 0.4%
Value ($000) $868 Shares 2,874 Est. Cost $241.21 Unrealized +14.5%
KO THE COCA-COLA CO 0.4%
Value ($000) $861 Shares 12,023 Est. Cost $57.23 Unrealized +13.5%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $843 Shares 13,826 Est. Cost $46.64 Unrealized +19.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $842 Shares 8,014 Est. Cost $107.43 Unrealized -9.9%
MMM 3M CO 0.4%
Value ($000) $835 Shares 5,685 Est. Cost $79.29 Unrealized +82.3%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $793 Shares 4,650 Est. Cost $173.00 Unrealized +6.9%
PXMAX PUTNAM MA TAX EXEMPT INC 0.4%
Value ($000) $793 Shares 89,537 Est. Cost $8.86 Unrealized
RACE FERRARI N V NEW F 0.4%
Value ($000) $781 Shares 1,825 Est. Cost $387.39 Unrealized +16.1%
ABT ABBOTT LABS 0.4%
Value ($000) $775 Shares 5,844 Est. Cost $110.78 Unrealized +13.3%
VZ VERIZON COMMUNICATIONS I 0.4%
Value ($000) $741 Shares 16,338 Est. Cost $35.94 Unrealized +10.1%
ORCL ORACLE CORP 0.3%
Value ($000) $702 Shares 5,021 Est. Cost $118.07 Unrealized +36.8%
EVR EVERCORE INC 0.3%
Value ($000) $689 Shares 3,450 Est. Cost $176.58 Unrealized +39.5%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $681 Shares 6,250 Est. Cost $75.47 Unrealized +31.5%
ADP AUTOMATIC DATA PROCESSIN 0.3%
Value ($000) $625 Shares 2,046 Est. Cost $234.26 Unrealized +26.1%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $602 Shares 15,900 Est. Cost $39.35 Unrealized -3.9%
AMGN AMGEN INC 0.3%
Value ($000) $580 Shares 1,863 Est. Cost $277.65 Unrealized +3.5%
BA BOEING CO 0.3%
Value ($000) $580 Shares 3,400 Est. Cost $205.02 Unrealized -15.6%
META META PLATFORMS INC 0.3%
Value ($000) $579 Shares 1,004 Est. Cost $443.21 Unrealized +45.1%
BK BANK NEW YORK MELLON COR 0.3%
Value ($000) $561 Shares 6,692 Est. Cost $52.67 Unrealized +56.8%
DHR DANAHER CORP 0.3%
Value ($000) $536 Shares 2,617 Est. Cost $236.04 Unrealized -8.1%
PFE PFIZER INC 0.3%
Value ($000) $536 Shares 21,133 Est. Cost $24.76 Unrealized -0.2%
TFC TRUIST FINL CORP 0.3%
Value ($000) $527 Shares 12,800 Est. Cost $33.38 Unrealized +27.9%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $522 Shares 1,200 Est. Cost $481.84 Unrealized -18.2%
SHW SHERWIN-WILLIAMS CO 0.3%
Value ($000) $515 Shares 1,475 Est. Cost $313.46 Unrealized +11.1%
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $509 Shares 4,600 Est. Cost $84.37 Unrealized +12.9%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $507 Shares 6,300 Est. Cost $114.46 Unrealized -21.6%
GIS GENERAL MLS INC 0.3%
Value ($000) $506 Shares 8,464 Est. Cost $61.13 Unrealized -5.2%
UNILEVER PLC F 0.2%
Value ($000) $496 Shares 8,333 Est. Cost $50.19 Unrealized
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $494 Shares 1,020 Est. Cost $390.78 Unrealized +32.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $469 Shares 895 Est. Cost $498.34 Unrealized +0.2%
PSX PHILLIPS 66 0.2%
Value ($000) $460 Shares 3,725 Est. Cost $134.98 Unrealized -11.6%
MTB M & T BK CORP 0.2%
Value ($000) $458 Shares 2,563 Est. Cost $131.89 Unrealized +39.9%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $457 Shares 1,615 Est. Cost $334.33 Unrealized +9.7%
WAT WATERS CORP 0.2%
Value ($000) $442 Shares 1,200 Est. Cost $331.16 Unrealized +16.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $427 Shares 1,295 Est. Cost $312.33 Unrealized +12.7%
PEG PUBLIC SVC ENTERPRISE GR 0.2%
Value ($000) $403 Shares 4,900 Est. Cost $57.62 Unrealized +40.6%
CSX CSX CORP 0.2%
Value ($000) $403 Shares 13,700 Est. Cost $35.47 Unrealized -11.8%
CARR CARRIER GLOBAL CORP 0.2%
Value ($000) $400 Shares 6,304 Est. Cost $54.96 Unrealized +19.7%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $394 Shares 5,806 Est. Cost $68.84 Unrealized -13.2%
CMI CUMMINS INC 0.2%
Value ($000) $371 Shares 1,185 Est. Cost $247.59 Unrealized +39.8%
HIG HARTFORD INS GROUP INC 0.2%
Value ($000) $371 Shares 3,000 Est. Cost $88.72 Unrealized +27.3%
CRM SALESFORCE INC 0.2%
Value ($000) $367 Shares 1,368 Est. Cost $283.97 Unrealized +8.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $343 Shares 3,500 Est. Cost $86.24 Unrealized +17.1%
CMG CHIPOTLE MEXICAN GRILL I 0.2%
Value ($000) $329 Shares 6,550 Est. Cost $61.91 Unrealized -12.2%
HII HUNTINGTON INGALLS INDS 0.2%
Value ($000) $326 Shares 1,600 Est. Cost $209.37 Unrealized -11.2%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $324 Shares 2,280 Est. Cost $114.08 Unrealized +13.8%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $308 Shares 3,550 Est. Cost $89.83 Unrealized +6.6%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $288 Shares 1,700 Est. Cost $125.21 Unrealized +29.3%
AMD ADVANCED MICRO DEVIC 0.1%
Value ($000) $287 Shares 2,790 Est. Cost $158.14 Unrealized -29.7%
UPS UNITED PARCEL SVC INC 0.1%
Value ($000) $263 Shares 2,387 Est. Cost $130.40 Unrealized -13.6%
SYY SYSCO CORP 0.1%
Value ($000) $252 Shares 3,364 Est. Cost $74.59 Unrealized -4.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $252 Shares 1,248 Est. Cost $186.28 Unrealized +14.3%
USB US BANCORP DEL 0.1%
Value ($000) $240 Shares 5,690 Est. Cost $38.63 Unrealized +14.4%
IR INGERSOLL RAND INC 0.1%
Value ($000) $236 Shares 2,944 Est. Cost $85.38 Unrealized +1.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $216 Shares 1,200 Est. Cost $160.17 Unrealized +13.8%
GBTC GRAYSCALE BITCOIN TRUST 0.1%
Value ($000) $215 Shares 3,300 Est. Cost $62.19 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $214 Shares 1,890 Est. Cost $122.65 Unrealized -13.6%
SWK STANLEY BLACK & DECKER I 0.1%
Value ($000) $208 Shares 2,700 Est. Cost $84.71 Unrealized -4.6%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $201 Shares 1,844 Est. Cost $76.39 Unrealized +28.9%
VEA VANGUARD FTSE DEVELOPED 0.1%
Value ($000) $197 Shares 3,882 Est. Cost $49.89 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $191 Shares 1,241 Est. Cost $155.17 Unrealized +2.9%
STT STATE STR CORP 0.1%
Value ($000) $190 Shares 2,119 Est. Cost $69.56 Unrealized +33.3%
MS MORGAN STANLEY 0.1%
Value ($000) $186 Shares 1,594 Est. Cost $86.54 Unrealized +45.5%
TSLA TESLA INC 0.1%
Value ($000) $180 Shares 693 Est. Cost $195.37 Unrealized +70.6%
AFL AFLAC INC 0.1%
Value ($000) $178 Shares 1,600 Est. Cost $78.75 Unrealized +32.1%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $174 Shares 700 Est. Cost $247.64 Unrealized +1.2%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $172 Shares 2,090 Est. Cost $64.75 Unrealized +18.0%
SO SOUTHERN CO 0.1%
Value ($000) $172 Shares 1,866 Est. Cost $64.75 Unrealized +29.9%
WTS WATTS WATER TECHNOLOGIES 0.1%
Value ($000) $163 Shares 800 Est. Cost $202.54 Unrealized +3.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $153 Shares 835 Est. Cost $241.85 Unrealized -26.5%
GSK GSK PLC ADR F 0.1%
Value ($000) $151 Shares 3,893 Est. Cost $42.87 Unrealized
TGT TARGET CORP EQUITY 0.1%
Value ($000) $149 Shares 1,425 Est. Cost $120.21 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $142 Shares 601 Est. Cost $233.90 Unrealized +0.7%
INTC INTEL CORP 0.1%
Value ($000) $131 Shares 5,762 Est. Cost $42.89 Unrealized -49.0%
BP BP P L C F 0.1%
Value ($000) $131 Shares 3,872 Est. Cost $37.68 Unrealized
MTD METTLER-TOLEDO INTL INC 0.1%
Value ($000) $125 Shares 106 Est. Cost $1262.06 Unrealized +1.2%
PPL PPL CORP 0.1%
Value ($000) $119 Shares 3,300 Est. Cost $24.97 Unrealized +31.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $116 Shares 226 Est. Cost $457.26 Unrealized +2.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $112 Shares 2,000 Est. Cost $42.64 Unrealized +23.7%
TSM TAIWAN SEMICONDUCTOR M F 0.1%
Value ($000) $106 Shares 636 Est. Cost $136.05 Unrealized
HPQ HP INC 0.1%
Value ($000) $102 Shares 3,700 Est. Cost $27.31 Unrealized +11.1%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $102 Shares 200 Est. Cost $427.27 Unrealized +18.8%
SNY SANOFI F 0.1%
Value ($000) $101 Shares 1,825 Est. Cost $48.60 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $101 Shares 900 Est. Cost $98.59 Unrealized +10.5%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $77.38 Unrealized +33.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $98 Shares 430 Est. Cost $230.65 Unrealized -1.4%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $97 Shares 430 Est. Cost $175.11 Unrealized +17.9%
VNT VONTIER CORP 0.0%
Value ($000) $97 Shares 2,960 Est. Cost $39.46 Unrealized -7.7%
GPC GENUINE PARTS CO 0.0%
Value ($000) $93 Shares 783 Est. Cost $139.29 Unrealized -16.1%
VYM VANGUARD HIGH DIVIDEND 0.0%
Value ($000) $93 Shares 721 Est. Cost $123.74 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $87 Shares 600 Est. Cost $180.39 Unrealized -7.6%
GE GE AEROSPACE 0.0%
Value ($000) $87 Shares 433 Est. Cost $120.07 Unrealized +63.0%
LHX L3HARRIS TECHNOLOGIES IN 0.0%
Value ($000) $86 Shares 413 Est. Cost $202.26 Unrealized +1.8%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $84 Shares 2,246 Est. Cost $41.80 Unrealized -17.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $82 Shares 674 Est. Cost $94.62 Unrealized +26.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $82 Shares 300 Est. Cost $258.00 Unrealized -0.8%
ALLE ALLEGION PUB LTD CO F 0.0%
Value ($000) $79 Shares 607 Est. Cost $125.31 Unrealized +2.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $79 Shares 540 Est. Cost $164.35 Unrealized -11.7%
CNI CANADIAN NATL RY CO F 0.0%
Value ($000) $78 Shares 800 Est. Cost $123.03 Unrealized -19.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $78 Shares 1,253 Est. Cost $54.47 Unrealized +4.9%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $78 Shares 328 Est. Cost $232.47 Unrealized +3.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $77 Shares 1,203 Est. Cost $47.71 Unrealized +24.9%
MCK MCKESSON CORP 0.0%
Value ($000) $77 Shares 115 Est. Cost $548.76 Unrealized +12.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $77 Shares 372 Est. Cost $157.05 Unrealized +21.8%
ARM ARM HLDGS PLC EQUITY A F 0.0%
Value ($000) $76 Shares 710 Est. Cost $140.97 Unrealized
VOOG VANGUARD S&P 500 GROWTH 0.0%
Value ($000) $76 Shares 226 Est. Cost $304.56 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $74 Shares 975 Est. Cost $60.87 Unrealized +22.3%
EW EDWARDS LIFESCIENCES COR 0.0%
Value ($000) $72 Shares 1,000 Est. Cost $71.57 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $70 Shares 149 Est. Cost $468.92 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $68 Shares 974 Est. Cost $69.75 Unrealized +5.5%
BR BROADRIDGE FINL SOLUTION 0.0%
Value ($000) $68 Shares 279 Est. Cost $193.07 Unrealized +20.1%
HUM HUMANA INC 0.0%
Value ($000) $66 Shares 250 Est. Cost $369.63 Unrealized -27.8%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $66 Shares 1,005 Est. Cost $52.40 Unrealized +16.9%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $65 Shares 990 Est. Cost $132.65 Unrealized -46.3%
HESS CORP 0.0%
Value ($000) $64 Shares 400 Est. Cost $159.73 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $64 Shares 34 Est. Cost $1552.86 Unrealized +18.5%
TOTALENERGIES SE F 0.0%
Value ($000) $63 Shares 975 Est. Cost $64.69 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $61 Shares 64 Est. Cost $749.74 Unrealized +29.5%
ASML ASML HLDG N V F 0.0%
Value ($000) $60 Shares 91 Est. Cost $970.47 Unrealized
HPE HEWLETT PACKARD ENTERPRI 0.0%
Value ($000) $57 Shares 3,700 Est. Cost $15.42 Unrealized +25.9%
MDT MEDTRONIC PLC F 0.0%
Value ($000) $57 Shares 634 Est. Cost $80.66 Unrealized +8.4%
KVUE KENVUE INC 0.0%
Value ($000) $56 Shares 2,334 Est. Cost $18.35 Unrealized +16.5%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $54 Shares 1,100 Est. Cost $56.38 Unrealized -15.2%
HUBB HUBBELL INC 0.0%
Value ($000) $53 Shares 160 Est. Cost $383.93 Unrealized -0.3%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $52 Shares 1,174 Est. Cost $39.76 Unrealized +3.0%
INTU INTUIT 0.0%
Value ($000) $52 Shares 84 Est. Cost $614.24 Unrealized -2.7%
CHRW C H ROBINSON WORLDWIDE I 0.0%
Value ($000) $51 Shares 500 Est. Cost $74.66 Unrealized +32.7%
DHI D R HORTON INC 0.0%
Value ($000) $51 Shares 400 Est. Cost $144.49 Unrealized -8.1%
GL GLOBE LIFE INC 0.0%
Value ($000) $50 Shares 380 Est. Cost $121.58 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $50 Shares 702 Est. Cost $51.36 Unrealized +28.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $49 Shares 50 Est. Cost $917.50 Unrealized +11.8%
AOS SMITH A O CORP 0.0%
Value ($000) $48 Shares 740 Est. Cost $82.14 Unrealized -19.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $48 Shares 461 Est. Cost $89.90 Unrealized +7.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $47 Shares 400 Est. Cost $117.75 Unrealized -11.4%
CRH CRH PUBLIC LIMITED CO F 0.0%
Value ($000) $47 Shares 538 Est. Cost $78.37 Unrealized +24.6%
CEG CONSTELLATION ENERGY COR 0.0%
Value ($000) $47 Shares 233 Est. Cost $140.32 Unrealized +90.0%
WSO WATSCO INC 0.0%
Value ($000) $45 Shares 88 Est. Cost $457.10 Unrealized +7.8%
ICE INTERCONTINENTAL EXCHANG 0.0%
Value ($000) $44 Shares 257 Est. Cost $129.80 Unrealized +24.9%
JCI JOHNSON CONTROLS INT F 0.0%
Value ($000) $44 Shares 550 Est. Cost $56.62 Unrealized +44.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $43 Shares 430 Est. Cost $73.20 Unrealized +37.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $43 Shares 240 Est. Cost $214.94 Unrealized -16.1%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $43 Shares 322 Est. Cost $135.69 Unrealized -4.7%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $41 Shares 480 Est. Cost $54.43 Unrealized +47.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $41 Shares 341 Est. Cost $116.51 Unrealized -2.4%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $41 Shares 360 Est. Cost $119.53 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $41 Shares 300 Est. Cost $112.60 Unrealized +17.3%
T AT&T INC 0.0%
Value ($000) $40 Shares 1,420 Est. Cost $18.25 Unrealized +33.4%
WASH WASHINGTON TR BANCORP IN 0.0%
Value ($000) $40 Shares 1,300 Est. Cost $24.43 Unrealized +20.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $40 Shares 533 Est. Cost $28.74 Unrealized +11.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $38 Shares 425 Est. Cost $111.48 Unrealized -4.9%
ADSK AUTODESK INC 0.0%
Value ($000) $37 Shares 143 Est. Cost $224.64 Unrealized +26.6%
SYK STRYKER CORP 0.0%
Value ($000) $37 Shares 100 Est. Cost $330.34 Unrealized +14.2%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $37 Shares 125 Est. Cost $242.42 Unrealized +23.9%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $36 Shares 98 Est. Cost $406.48 Unrealized -6.2%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $36 Shares 212 Est. Cost $125.55 Unrealized +22.0%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $35 Shares 125 Est. Cost $192.70 Unrealized +27.3%
CLX CLOROX CO 0.0%
Value ($000) $35 Shares 240 Est. Cost $135.04 Unrealized +9.6%
DOV DOVER CORP 0.0%
Value ($000) $35 Shares 200 Est. Cost $157.66 Unrealized +20.7%
CCI CROWN CASTLE INC REIT 0.0%
Value ($000) $35 Shares 336 Est. Cost $89.76 Unrealized -0.7%
BAH BOOZ ALLEN HAMILTON HLDG 0.0%
Value ($000) $35 Shares 333 Est. Cost $144.22 Unrealized -18.7%
SNA SNAP ON INC 0.0%
Value ($000) $34 Shares 100 Est. Cost $269.89 Unrealized +22.9%
TEL TE CONNECTIVITY PLC F 0.0%
Value ($000) $34 Shares 238 Est. Cost $146.90 Unrealized -0.3%
NTCT NETSCOUT SYS INC 0.0%
Value ($000) $34 Shares 1,598 Est. Cost $21.70 Unrealized +3.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $33 Shares 350 Est. Cost $81.33 Unrealized +8.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $33 Shares 500 Est. Cost $56.90 Unrealized +19.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $33 Shares 107 Est. Cost $168.75 Unrealized +106.3%
OGN ORGANON & CO 0.0%
Value ($000) $32 Shares 2,166 Est. Cost $15.85 Unrealized -4.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $32 Shares 273 Est. Cost $135.18 Unrealized -0.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 425 Est. Cost $71.58 Unrealized +0.6%
HLN HALEON PLC F 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $8.49 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $31 Shares 239 Est. Cost $120.34 Unrealized
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $31 Shares 100 Est. Cost $221.27 Unrealized +27.3%
CME CME GROUP INC 0.0%
Value ($000) $31 Shares 115 Est. Cost $194.99 Unrealized +24.3%
IT GARTNER INC 0.0%
Value ($000) $29 Shares 70 Est. Cost $444.91 Unrealized +10.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $29 Shares 780 Est. Cost $38.47 Unrealized -8.9%
MFIC MIDCAP FINL INVESTME 0.0%
Value ($000) $28 Shares 2,148 Est. Cost $11.85 Unrealized +2.4%
BABA ALIBABA GROUP HLDG LTD F 0.0%
Value ($000) $26 Shares 200 Est. Cost $72.36 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $24 Shares 110 Est. Cost $178.09 Unrealized +6.4%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $23 Shares 300 Est. Cost $72.33 Unrealized +7.4%
SYNOVUS FINL CORP 0.0%
Value ($000) $23 Shares 500 Est. Cost $40.06 Unrealized
SNX TD SYNNEX CORP 0.0%
Value ($000) $23 Shares 219 Est. Cost $119.31 Unrealized +10.4%
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $23 Shares 663 Est. Cost $28.98 Unrealized
EWBC EAST WEST BANCORP 0.0%
Value ($000) $22 Shares 250 Est. Cost $69.37 Unrealized +33.7%
OGE OGE ENERGY CORP 0.0%
Value ($000) $22 Shares 483 Est. Cost $35.11 Unrealized +24.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $22 Shares 750 Est. Cost $31.92 Unrealized -9.6%
ENB ENBRIDGE INC F 0.0%
Value ($000) $22 Shares 492 Est. Cost $31.54 Unrealized +31.2%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 220 Est. Cost $91.50 Unrealized +17.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $21 Shares 274 Est. Cost $57.61 Unrealized +18.1%
EIX EDISON INTL 0.0%
Value ($000) $20 Shares 346 Est. Cost $62.61 Unrealized -12.4%
IDA IDACORP INC 0.0%
Value ($000) $20 Shares 175 Est. Cost $93.87 Unrealized +19.4%
RPM RPM INTL INC 0.0%
Value ($000) $20 Shares 175 Est. Cost $110.72 Unrealized +9.8%
FLR FLUOR CORP NEW 0.0%
Value ($000) $20 Shares 565 Est. Cost $41.59 Unrealized +3.8%
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $20 Shares 1,800 Est. Cost $11.17 Unrealized
FTV FORTIVE CORP DISC 0.0%
Value ($000) $20 Shares 272 Est. Cost $60.21 Unrealized -2.9%
COLD AMERICOLD RLTY TR INC 0.0%
Value ($000) $20 Shares 925 Est. Cost $25.54 Unrealized
CRL CHARLES RIV LABORATORIES 0.0%
Value ($000) $20 Shares 131 Est. Cost $231.74 Unrealized -27.7%
BIIB BIOGEN INC 0.0%
Value ($000) $19 Shares 140 Est. Cost $231.29 Unrealized -38.2%
EXC EXELON CORP 0.0%
Value ($000) $18 Shares 400 Est. Cost $33.22 Unrealized +21.9%
ABRDN HLTHCR INV 0.0%
Value ($000) $18 Shares 1,082 Est. Cost $16.86 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $68.48 Unrealized +11.2%
BXP BXP INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $59.55 Unrealized +12.2%
FIS FIDELITY NATL INFORMATIO 0.0%
Value ($000) $17 Shares 224 Est. Cost $71.51 Unrealized +3.0%
AWK AMERICAN WTR WKS CO INC 0.0%
Value ($000) $16 Shares 110 Est. Cost $117.79 Unrealized +9.6%
XYL XYLEM INC 0.0%
Value ($000) $16 Shares 132 Est. Cost $118.27 Unrealized +3.7%
EBAY EBAY INC 0.0%
Value ($000) $16 Shares 232 Est. Cost $50.72 Unrealized +29.5%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $15 Shares 100 Est. Cost $109.59 Unrealized +30.5%
SON SONOCO PRODS CO 0.0%
Value ($000) $15 Shares 325 Est. Cost $53.73 Unrealized -15.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $15 Shares 350 Est. Cost $40.46 Unrealized +44.9%
AVGO BROADCOM INC 0.0%
Value ($000) $15 Shares 90 Est. Cost $154.33 Unrealized +36.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.81 Unrealized +37.1%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $14 Shares 400 Est. Cost $29.66 Unrealized -8.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $14 Shares 300 Est. Cost $38.00 Unrealized +28.4%
LKQ LKQ CORP 0.0%
Value ($000) $14 Shares 331 Est. Cost $42.42 Unrealized -9.5%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $105.86 Unrealized -5.0%
XPHTX PIONEER HIGH INCOME FUND 0.0%
Value ($000) $14 Shares 1,750 Est. Cost $7.74 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $153.74 Unrealized +1.6%
DOW DOW INC 0.0%
Value ($000) $13 Shares 358 Est. Cost $49.80 Unrealized -27.8%
VLTO VERALTO CORP 0.0%
Value ($000) $12 Shares 127 Est. Cost $82.23 Unrealized +20.8%
BUD ANHEUSER BUSCH INBEV S F 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.78 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $84.95 Unrealized +61.3%
NWE NORTHWESTERN ENERGY 0.0%
Value ($000) $12 Shares 200 Est. Cost $44.40 Unrealized +17.3%
NUVEEN MUNICIPAL VALUE C 0.0%
Value ($000) $11 Shares 1,300 Est. Cost $8.71 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $11 Shares 69 Est. Cost $183.37 Unrealized -10.3%
BTC GRAYSCALE BITCOIN MINI 0.0%
Value ($000) $11 Shares 300 Est. Cost $41.87 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $11 Shares 33 Est. Cost $317.75 Unrealized -6.9%
OHYFX JPMORGAN HIGH YIELD I 0.0%
Value ($000) $11 Shares 1,663 Est. Cost $6.45 Unrealized
AAP ADVANCE AUTO PTS INC 0.0%
Value ($000) $10 Shares 267 Est. Cost $68.82 Unrealized -39.1%
ARE ALEXANDRIA REAL ESTATE E 0.0%
Value ($000) $10 Shares 109 Est. Cost $108.07 Unrealized -14.9%
ADM ARCHER-DANIELS MIDLAND C 0.0%
Value ($000) $10 Shares 200 Est. Cost $54.82 Unrealized -14.6%
IBUY AMPLIFY ONLINE RETAIL 0.0%
Value ($000) $9 Shares 156 Est. Cost $58.06 Unrealized
AMTM AMENTUM HLDGS INC EQUITY 0.0%
Value ($000) $9 Shares 500 Est. Cost $28.49 Unrealized -28.5%
WING WINGSTOP INC 0.0%
Value ($000) $9 Shares 40 Est. Cost $311.10 Unrealized -16.4%
GEHC GE HEALTHCARE TECHNOLOGI 0.0%
Value ($000) $9 Shares 110 Est. Cost $83.17 Unrealized +3.2%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $9 Shares 100 Est. Cost $81.45 Unrealized +11.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $9 Shares 200 Est. Cost $63.25 Unrealized -19.9%
ROYCE SMALL CAP TRUST CF 0.0%
Value ($000) $9 Shares 600 Est. Cost $15.17 Unrealized
DY DYCOM INDS INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $123.18 Unrealized +39.9%
EFX EQUIFAX INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $251.16 Unrealized -0.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $29.65 Unrealized +4.7%
PHG KONINKLIJKE PHILIPS N F 0.0%
Value ($000) $6 Shares 246 Est. Cost $20.17 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $6 Shares 175 Est. Cost $38.91 Unrealized -17.3%
NLY ANNALY CAP MGMT INC 0.0%
Value ($000) $6 Shares 275 Est. Cost $19.69 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $5 Shares 165 Est. Cost $23.23 Unrealized +61.3%
KEY KEYCORP NEW 0.0%
Value ($000) $5 Shares 317 Est. Cost $13.16 Unrealized +23.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.87 Unrealized -11.1%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $179.97 Unrealized +34.5%
MRNA MODERNA INC 0.0%
Value ($000) $4 Shares 150 Est. Cost $100.80 Unrealized -64.8%
EG EVEREST REINSURANCE GR F 0.0%
Value ($000) $4 Shares 11 Est. Cost $368.63 Unrealized -5.1%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $330.95 Unrealized +23.3%
BARRICK GOLD CORP F 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.44 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $4 Shares 350 Est. Cost $14.82 Unrealized +1.6%
AVTR AVANTOR INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $23.79 Unrealized -20.4%
FMC FMC CORP 0.0%
Value ($000) $3 Shares 75 Est. Cost $53.89 Unrealized -21.6%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $36.35 Unrealized +4.4%
KLG WK KELLOGG CO 0.0%
Value ($000) $3 Shares 150 Est. Cost $19.93 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $3 Shares 37 Est. Cost $134.04 Unrealized -19.2%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $188.88 Unrealized -16.8%
TEVA TEVA PHARMACEUTICAL IN F 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.11 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.05 Unrealized +33.4%
CTVA CORTEVA INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $61.25 Unrealized 0.0%
GMED GLOBUS MED INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $59.74 Unrealized +38.3%
OLN OLIN CORP 0.0%
Value ($000) $1 Shares 53 Est. Cost $50.97 Unrealized -46.6%
CPAY CORPAY INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $283.00 Unrealized +27.7%
WBD WARNER BROS DISCOVERY IN 0.0%
Value ($000) $1 Shares 96 Est. Cost $10.46 Unrealized 0.0%
CHRD CHORD ENERGY CORP 0.0%
Value ($000) $1 Shares 9 Est. Cost $162.01 Unrealized -33.3%
BIO BIO RAD LABORATORIES INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $290.85 Unrealized +3.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $1 Shares 33 Est. Cost $35.31 Unrealized -27.5%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $197.54 Unrealized -13.6%
WAB WABTEC 0.0%
Value ($000) $1 Shares 4 Est. Cost $148.37 Unrealized +28.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 48 Est. Cost $14.23 Unrealized +7.6%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $93.95 Unrealized -28.5%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $16.49 Unrealized
AZTA AZENTA INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $64.04 Unrealized -28.1%
VVX V2X INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $40.87 Unrealized +19.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.70 Unrealized +42.9%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $49.66 Unrealized +12.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.53 Unrealized 0.0%
GRAL GRAIL INC EQUITY 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.22 Unrealized +90.5%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.97 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.27 Unrealized 0.0%
UA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.66 Unrealized -11.1%
TITAN PHARMACEUTICALS IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized