ADKINS SEALE CAPITAL MANAGEMENT LLC Diversified Active

Location: Shreveport, LA

CIK: 0002147212 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Aug 5, 2026

Total Value: $101M (100.0% shares, 0.0% debt)

Holdings (226)

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 13.0%
Value $13.13M Shares 26,112 Est. Cost $497.53 Unrealized 0.0%
AAPL APPLE INC 6.4%
Value $6.484M Shares 23,852 Est. Cost $268.34 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.7%
Value $3.774M Shares 5 Est. Cost $746423.56 Unrealized 0.0%
IJR ISHARES S&P SMALLCAP 600 ETF 3.1%
Value $3.162M Shares 26,312 Est. Cost $120.18 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 3.0%
Value $3.066M Shares 4,496 Est. Cost $681.92 Unrealized
IAU ISHARES GOLD TRUST 3.0%
Value $3.006M Shares 37,035 Est. Cost $81.17 Unrealized
SDY SPDR SER TR S&P DIVID ETF 2.8%
Value $2.879M Shares 20,692 Est. Cost $139.16 Unrealized
MSFT MICROSOFT 2.8%
Value $2.876M Shares 5,947 Est. Cost $500.58 Unrealized 0.0%
AKRE AKRE FOCUS ETF 2.6%
Value $2.67M Shares 40,764 Est. Cost $65.51 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.5%
Value $2.545M Shares 38,560 Est. Cost $66.00 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.4%
Value $2.463M Shares 3,596 Est. Cost $684.94 Unrealized
VTV VANGUARD VALUE ETF 2.4%
Value $2.427M Shares 12,710 Est. Cost $190.99 Unrealized
CSCO CISCO SYS INC 2.3%
Value $2.34M Shares 30,378 Est. Cost $73.79 Unrealized 0.0%
GOOGL GOOGLE INC 1.9%
Value $1.933M Shares 6,176 Est. Cost $285.60 Unrealized 0.0%
EMR EMERSON ELEC CO COM 1.8%
Value $1.815M Shares 13,675 Est. Cost $132.37 Unrealized 0.0%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 1.8%
Value $1.81M Shares 4,848 Est. Cost $373.44 Unrealized
VXUS VANGUARD TOTAL INTL STOCK IDEX ETF 1.7%
Value $1.704M Shares 22,586 Est. Cost $75.44 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.4%
Value $1.453M Shares 6,609 Est. Cost $219.78 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 1.4%
Value $1.414M Shares 16,709 Est. Cost $84.64 Unrealized
GLD SPDR GOLD ETF 1.4%
Value $1.388M Shares 3,502 Est. Cost $396.31 Unrealized
AMZN AMAZON COM INC COM 1.1%
Value $1.129M Shares 4,890 Est. Cost $228.79 Unrealized 0.0%
WSM WILLIAMS SONOMA INC COM 1.1%
Value $1.121M Shares 6,277 Est. Cost $187.24 Unrealized 0.0%
WM WASTE MANAGEMENT INC 1.1%
Value $1.079M Shares 4,912 Est. Cost $212.55 Unrealized 0.0%
JOE ST JOE COMPANY 1.0%
Value $1.042M Shares 17,556 Est. Cost $56.01 Unrealized 0.0%
XOM EXXONMOBIL HOLDINGS CORP COM SHS 1.0%
Value $1.015M Shares 8,435 Est. Cost $120.35 Unrealized
WMT WALMART INC COM 1.0%
Value $1.001M Shares 8,980 Est. Cost $107.20 Unrealized 0.0%
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT 1.0%
Value $965K Shares 5,040 Est. Cost $191.56 Unrealized
KO COCA COLA CO COM 0.9%
Value $938K Shares 13,411 Est. Cost $69.40 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.9%
Value $906K Shares 11,617 Est. Cost $79.99 Unrealized 0.0%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.9%
Value $897K Shares 34,200 Est. Cost $26.23 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.9%
Value $892K Shares 6,000 Est. Cost $148.69 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.9%
Value $879K Shares 19,668 Est. Cost $44.71 Unrealized
VTI VANGUARD TOTAL STK MKT 0.8%
Value $845K Shares 2,521 Est. Cost $335.27 Unrealized
JNJ JOHNSON & JOHNSON COM 0.8%
Value $810K Shares 3,914 Est. Cost $197.01 Unrealized 0.0%
UNP UNION PAC CORP COM 0.8%
Value $796K Shares 3,440 Est. Cost $227.32 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.7%
Value $712K Shares 944 Est. Cost $753.78 Unrealized
KMI KINDER MORGAN INC 0.7%
Value $674K Shares 24,536 Est. Cost $26.91 Unrealized 0.0%
WY WEYERHAEUSER CO COM NEW 0.6%
Value $638K Shares 26,946 Est. Cost $22.99 Unrealized 0.0%
ASML ASML HLDG NV N Y REGISTRY SHS 0.6%
Value $637K Shares 595 Est. Cost $1069.86 Unrealized
JPM JPMORGAN CHASE & CO COM 0.6%
Value $613K Shares 1,902 Est. Cost $309.53 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.6%
Value $602K Shares 4,184 Est. Cost $143.97 Unrealized
AMGN AMGEN INC 0.6%
Value $579K Shares 1,768 Est. Cost $315.95 Unrealized 0.0%
IBM INTL BUSINESS MACHINES 0.5%
Value $554K Shares 1,870 Est. Cost $298.78 Unrealized 0.0%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.5%
Value $515K Shares 4,639 Est. Cost $110.96 Unrealized
COP CONOCOPHILLIPS COM 0.5%
Value $510K Shares 5,448 Est. Cost $90.02 Unrealized 0.0%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.5%
Value $504K Shares 11,800 Est. Cost $42.69 Unrealized
COST COSTCO WHOLESALE CORP 0.5%
Value $472K Shares 547 Est. Cost $905.73 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value $457K Shares 1,856 Est. Cost $246.16 Unrealized
VUG VANGUARD GROWTH ETF 0.4%
Value $448K Shares 918 Est. Cost $487.86 Unrealized
INTC INTEL CORP COM 0.4%
Value $428K Shares 11,587 Est. Cost $37.76 Unrealized 0.0%
VNQ VANGUARD REIT INDEX ETF 0.4%
Value $411K Shares 4,649 Est. Cost $88.49 Unrealized
META META PLATFORMS INC CL A 0.4%
Value $405K Shares 614 Est. Cost $667.32 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.4%
Value $400K Shares 698 Est. Cost $555.50 Unrealized 0.0%
V VISA INC COM CL A 0.4%
Value $393K Shares 1,120 Est. Cost $340.38 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value $387K Shares 1,233 Est. Cost $286.33 Unrealized 0.0%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.4%
Value $377K Shares 785 Est. Cost $480.57 Unrealized
MRK MERCK & CO INC 0.4%
Value $369K Shares 3,509 Est. Cost $93.24 Unrealized 0.0%
HON HONEYWELL INTL INC 0.4%
Value $358K Shares 1,834 Est. Cost $195.09 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.3%
Value $351K Shares 616 Est. Cost $578.81 Unrealized 0.0%
CVX CHEVRON CORPORATION COM 0.3%
Value $348K Shares 2,282 Est. Cost $151.40 Unrealized 0.0%
AVGO BROADCOM INC COM 0.3%
Value $342K Shares 987 Est. Cost $357.00 Unrealized 0.0%
RGR STURM RUGER & CO INC COM 0.3%
Value $310K Shares 9,499 Est. Cost $37.06 Unrealized 0.0%
QQQ POWERSHARES QQQ TR 0.3%
Value $303K Shares 494 Est. Cost $614.31 Unrealized
IYW ISHARES DJ US TECHNOLOGY 0.3%
Value $291K Shares 1,455 Est. Cost $199.68 Unrealized
PSX PHILLIPS 66 0.3%
Value $290K Shares 2,246 Est. Cost $134.01 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P 0.3%
Value $284K Shares 8,867 Est. Cost $32.06 Unrealized
LLY ELI LILLY & CO COM 0.3%
Value $283K Shares 263 Est. Cost $955.55 Unrealized 0.0%
MKL MARKEL CORP HOLDING CO 0.3%
Value $279K Shares 130 Est. Cost $2025.92 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.3%
Value $279K Shares 445 Est. Cost $627.13 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value $278K Shares 842 Est. Cost $337.21 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.3%
Value $278K Shares 3,460 Est. Cost $82.50 Unrealized 0.0%
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value $276K Shares 458 Est. Cost $603.28 Unrealized
HAL HALLIBURTON CO COM 0.3%
Value $272K Shares 9,610 Est. Cost $26.29 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value $262K Shares 2,236 Est. Cost $121.57 Unrealized 0.0%
MGA MAGNA INTL INC COM 0.3%
Value $257K Shares 4,818 Est. Cost $48.87 Unrealized 0.0%
VV VANGUARD LARGE-CAP ETF 0.2%
Value $252K Shares 800 Est. Cost $314.80 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value $248K Shares 960 Est. Cost $257.95 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value $233K Shares 2,426 Est. Cost $96.03 Unrealized
BHP BHP BILLITON LIMITED SPONSORED ADS 0.2%
Value $220K Shares 3,640 Est. Cost $60.37 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.2%
Value $215K Shares 707 Est. Cost $303.89 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value $202K Shares 1,085 Est. Cost $186.13 Unrealized 0.0%
LAD LITHIA MTRS INC COM 0.2%
Value $198K Shares 596 Est. Cost $317.53 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value $193K Shares 400 Est. Cost $476.18 Unrealized 0.0%
MGV VANGUARD MEGA CAP VALUE ETF 0.2%
Value $184K Shares 1,300 Est. Cost $141.16 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value $172K Shares 564 Est. Cost $305.09 Unrealized 0.0%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value $153K Shares 1,803 Est. Cost $85.12 Unrealized
GLW CORNING INC COM 0.1%
Value $144K Shares 1,642 Est. Cost $85.98 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD 0.1%
Value $144K Shares 1,000 Est. Cost $143.52 Unrealized
DEO DIAGEO PLC 0.1%
Value $136K Shares 1,578 Est. Cost $86.27 Unrealized
HD HOME DEPOT INC COM 0.1%
Value $134K Shares 388 Est. Cost $364.59 Unrealized 0.0%
BAC BANK OF AMER CORP COM 0.1%
Value $132K Shares 2,400 Est. Cost $52.67 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.1%
Value $132K Shares 428 Est. Cost $300.80 Unrealized 0.0%
RSG REPUBLIC SERVICES INC 0.1%
Value $131K Shares 620 Est. Cost $214.59 Unrealized 0.0%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value $127K Shares 442 Est. Cost $287.85 Unrealized
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.1%
Value $127K Shares 1,635 Est. Cost $77.68 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $123K Shares 7,467 Est. Cost $16.49 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value $121K Shares 500 Est. Cost $241.24 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.1%
Value $117K Shares 4,900 Est. Cost $22.18 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP 0.1%
Value $113K Shares 1,130 Est. Cost $94.74 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.1%
Value $112K Shares 196 Est. Cost $558.95 Unrealized 0.0%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value $111K Shares 1,231 Est. Cost $90.00 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value $111K Shares 1,593 Est. Cost $69.42 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value $111K Shares 655 Est. Cost $168.77 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value $110K Shares 2,035 Est. Cost $47.53 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE 0.1%
Value $109K Shares 600 Est. Cost $181.21 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.1%
Value $107K Shares 953 Est. Cost $111.80 Unrealized
TM TOYOTA MOTOR CORP ADS 0.1%
Value $96,327 Shares 450 Est. Cost $214.06 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value $88,375 Shares 641 Est. Cost $137.87 Unrealized
GHC GRAHAM HLDGS CO COM CL B 0.1%
Value $84,592 Shares 77 Est. Cost $1066.70 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.1%
Value $84,386 Shares 2,201 Est. Cost $38.86 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.1%
Value $84,000 Shares 516 Est. Cost $168.83 Unrealized 0.0%
ESCA ESCALADE INC COM 0.1%
Value $81,925 Shares 6,073 Est. Cost $12.30 Unrealized 0.0%
PEP PEPSICO INC COM 0.1%
Value $80,084 Shares 558 Est. Cost $145.91 Unrealized 0.0%
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value $76,942 Shares 338 Est. Cost $231.27 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value $75,598 Shares 353 Est. Cost $224.60 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.1%
Value $69,278 Shares 106 Est. Cost $609.04 Unrealized 0.0%
CALY CALLAWAY GOLF CO COM 0.1%
Value $68,059 Shares 5,832 Est. Cost $10.55 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.1%
Value $66,710 Shares 390 Est. Cost $170.79 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value $66,359 Shares 2,665 Est. Cost $25.03 Unrealized 0.0%
HFBL HOME FED BANCORP INC NEW 0.1%
Value $65,592 Shares 3,644 Est. Cost $15.54 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value $64,741 Shares 175 Est. Cost $356.97 Unrealized 0.0%
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value $64,156 Shares 396 Est. Cost $173.58 Unrealized 0.0%
WFC WELLS FARGO & CO COM 0.1%
Value $62,071 Shares 666 Est. Cost $86.63 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.1%
Value $59,502 Shares 523 Est. Cost $109.53 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value $59,059 Shares 151 Est. Cost $407.67 Unrealized 0.0%
FDX FEDEX CORP COM 0.1%
Value $58,350 Shares 202 Est. Cost $261.56 Unrealized 0.0%
RRC RANGE RES CORP COM 0.1%
Value $58,179 Shares 1,650 Est. Cost $37.25 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value $56,495 Shares 471 Est. Cost $114.81 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.1%
Value $56,162 Shares 962 Est. Cost $64.84 Unrealized 0.0%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.1%
Value $53,750 Shares 1,265 Est. Cost $42.98 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.1%
Value $52,709 Shares 1,102 Est. Cost $47.11 Unrealized 0.0%
PGEN PRECIGEN INC COM 0.1%
Value $52,250 Shares 12,500 Est. Cost $3.87 Unrealized 0.0%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $49,514 Shares 818 Est. Cost $60.53 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value $41,341 Shares 1,015 Est. Cost $40.48 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $40,933 Shares 712 Est. Cost $59.48 Unrealized 0.0%
D DOMINION RESOURCES INC 0.0%
Value $40,661 Shares 694 Est. Cost $59.76 Unrealized 0.0%
PSP POWERSHARES GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value $39,775 Shares 593 Est. Cost $67.07 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $38,676 Shares 44 Est. Cost $813.35 Unrealized 0.0%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value $38,550 Shares 287 Est. Cost $134.32 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $36,112 Shares 457 Est. Cost $78.31 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value $36,042 Shares 270 Est. Cost $133.49 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $35,927 Shares 571 Est. Cost $62.92 Unrealized
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value $33,520 Shares 483 Est. Cost $62.45 Unrealized 0.0%
SLI STANDARD LITHIUM CORP COM 0.0%
Value $33,427 Shares 7,478 Est. Cost $4.24 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $33,302 Shares 320 Est. Cost $104.07 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $33,282 Shares 215 Est. Cost $154.80 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value $33,135 Shares 170 Est. Cost $238.05 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $33,116 Shares 1,222 Est. Cost $25.37 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $33,011 Shares 404 Est. Cost $90.05 Unrealized 0.0%
DOW DOW HLDGS INC COM 0.0%
Value $33,006 Shares 1,411 Est. Cost $22.78 Unrealized 0.0%
UNIT UNITI GROUP LLC COM SHS 0.0%
Value $32,540 Shares 4,642 Est. Cost $6.34 Unrealized 0.0%
CG CARLYLE GROUP INC COM 0.0%
Value $32,274 Shares 546 Est. Cost $56.28 Unrealized 0.0%
YUM YUM! BRANDS INC 0.0%
Value $30,256 Shares 200 Est. Cost $147.67 Unrealized 0.0%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value $29,263 Shares 240 Est. Cost $121.93 Unrealized
NKE NIKE INC CL B 0.0%
Value $28,797 Shares 452 Est. Cost $64.91 Unrealized 0.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value $28,544 Shares 453 Est. Cost $63.01 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value $27,573 Shares 700 Est. Cost $40.85 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value $26,664 Shares 305 Est. Cost $90.89 Unrealized 0.0%
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value $26,475 Shares 918 Est. Cost $28.84 Unrealized
LOW LOWES COS INC COM 0.0%
Value $25,563 Shares 106 Est. Cost $239.83 Unrealized 0.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $24,636 Shares 345 Est. Cost $71.41 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $24,180 Shares 94 Est. Cost $264.83 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $23,415 Shares 203 Est. Cost $117.70 Unrealized 0.0%
DHR DANAHER CORP DEL COM 0.0%
Value $23,350 Shares 102 Est. Cost $219.54 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value $22,878 Shares 124 Est. Cost $168.08 Unrealized 0.0%
RTX RTX CORPORATION COM 0.0%
Value $22,558 Shares 123 Est. Cost $173.32 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $22,201 Shares 457 Est. Cost $47.08 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $21,850 Shares 731 Est. Cost $28.53 Unrealized 0.0%
CCL CARNIVAL CORP LTD COMMON SHARES 0.0%
Value $21,378 Shares 700 Est. Cost $30.54 Unrealized
BIDU BAIDU COM ADR 0.0%
Value $20,906 Shares 160 Est. Cost $130.66 Unrealized
SJT SAN JUAN BASIN ROYALTY TR 0.0%
Value $20,873 Shares 3,714 Est. Cost $5.62 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $20,173 Shares 210 Est. Cost $97.14 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.0%
Value $19,347 Shares 135 Est. Cost $147.17 Unrealized 0.0%
CGEN COMPUGEN LTD ORD 0.0%
Value $19,125 Shares 12,500 Est. Cost $1.66 Unrealized 0.0%
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value $16,267 Shares 164 Est. Cost $92.75 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value $15,956 Shares 130 Est. Cost $120.88 Unrealized 0.0%
SLB SLB LIMITED COM STK 0.0%
Value $15,007 Shares 391 Est. Cost $36.06 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value $13,654 Shares 79 Est. Cost $187.42 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value $13,546 Shares 120 Est. Cost $106.51 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value $13,199 Shares 75 Est. Cost $163.37 Unrealized 0.0%
BFST BUSINESS FIRST BANCSHARES INC COM 0.0%
Value $13,044 Shares 499 Est. Cost $25.09 Unrealized 0.0%
ABT ABBOTT LABORATORIES COM 0.0%
Value $12,529 Shares 100 Est. Cost $127.30 Unrealized 0.0%
SNY SANOFI SA 0.0%
Value $12,357 Shares 255 Est. Cost $48.46 Unrealized
DE DEERE & CO COM 0.0%
Value $12,105 Shares 26 Est. Cost $467.69 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $12,048 Shares 293 Est. Cost $41.55 Unrealized 0.0%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value $11,496 Shares 165 Est. Cost $69.67 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value $11,000 Shares 143 Est. Cost $76.92 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $10,488 Shares 200 Est. Cost $59.89 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value $10,038 Shares 100 Est. Cost $100.38 Unrealized
T AT&T INC COM 0.0%
Value $9,886 Shares 398 Est. Cost $25.29 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value $9,555 Shares 30 Est. Cost $354.39 Unrealized 0.0%
MMM 3M CO COM 0.0%
Value $9,446 Shares 59 Est. Cost $163.18 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $8,990 Shares 1,156 Est. Cost $8.23 Unrealized 0.0%
SWBI SMITH & WESSON HLDG CORP 0.0%
Value $8,982 Shares 910 Est. Cost $9.65 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $8,865 Shares 500 Est. Cost $16.93 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value $8,853 Shares 174 Est. Cost $50.88 Unrealized
RIG TRANSOCEAN 0.0%
Value $8,549 Shares 2,070 Est. Cost $3.88 Unrealized 0.0%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.0%
Value $8,302 Shares 157 Est. Cost $52.88 Unrealized
ACAD ACADIA PHARMACEUTICALS INC COM 0.0%
Value $8,013 Shares 300 Est. Cost $23.90 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $7,066 Shares 34 Est. Cost $181.15 Unrealized 0.0%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value $6,978 Shares 140 Est. Cost $49.84 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $6,620 Shares 74 Est. Cost $89.46 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value $5,412 Shares 44 Est. Cost $107.15 Unrealized 0.0%
INGR INGREDION INC COM 0.0%
Value $5,403 Shares 49 Est. Cost $112.78 Unrealized 0.0%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value $5,394 Shares 80 Est. Cost $67.42 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $5,277 Shares 36 Est. Cost $146.58 Unrealized
TPL TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES 0.0%
Value $4,308 Shares 15 Est. Cost $305.03 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $3,691 Shares 45 Est. Cost $77.91 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value $3,598 Shares 8 Est. Cost $443.29 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value $3,393 Shares 34 Est. Cost $101.01 Unrealized 0.0%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $3,188 Shares 225 Est. Cost $28.60 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $3,085 Shares 28 Est. Cost $110.18 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value $2,910 Shares 142 Est. Cost $24.58 Unrealized 0.0%
AGG ISHARES AGGREGATE BOND ETF 0.0%
Value $2,197 Shares 22 Est. Cost $99.86 Unrealized
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value $2,022 Shares 42 Est. Cost $45.07 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $1,758 Shares 61 Est. Cost $23.37 Unrealized 0.0%
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value $1,755 Shares 227 Est. Cost $7.42 Unrealized 0.0%
NRG NRG ENERGY INC NEW 0.0%
Value $1,752 Shares 11 Est. Cost $165.30 Unrealized 0.0%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value $1,564 Shares 31 Est. Cost $50.45 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value $1,076 Shares 50 Est. Cost $21.08 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value $694 Shares 36 Est. Cost $19.28 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $296 Shares 4 Est. Cost $74.00 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $208 Shares 20 Est. Cost $13.79 Unrealized 0.0%
LCID LUCID GROUP INC COM NEW 0.0%
Value $159 Shares 15 Est. Cost $15.98 Unrealized 0.0%
TDC TERADATA CORP DEL COM 0.0%
Value $61 Shares 2 Est. Cost $26.16 Unrealized 0.0%
OGEN ORAGENICS INC COM 0.0%
Value $2 Shares 3 Est. Cost $1.08 Unrealized 0.0%