SouthState Corp Diversified Active

CIK: 0000764038 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 11, 2026

Total Value ($000): $2,235,344 (100.0% shares, 0.0% debt)

Holdings (1,321)

New Positions (138)

AKRE PROFESIONALLY MANAGED PORTFO 0.1%
Value ($000) $2,405 Shares 36,706 Est. Cost $65.51 Unrealized
DFGR DIMENSIONAL GLOBAL REAL EST ET 0.0%
Value ($000) $345 Shares 13,055 Est. Cost $26.42 Unrealized
QQQM INVESCO EXCHANGE-TRADED FUND T 0.0%
Value ($000) $306 Shares 1,210 Est. Cost $252.92 Unrealized
SMA SMARTSTOP SELF STORAGE REIT IN 0.0%
Value ($000) $116 Shares 3,750 Est. Cost $30.94 Unrealized
JMBS JANUS DETROIT S/HENDERSON 0.0%
Value ($000) $83 Shares 1,807 Est. Cost $45.69 Unrealized
EMLC VANECK ETF TRUST 0.0%
Value ($000) $71 Shares 2,763 Est. Cost $25.82 Unrealized
FTEC FIDELITY MSCI INFORMATION TECH 0.0%
Value ($000) $50 Shares 223 Est. Cost $224.67 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $49 Shares 713 Est. Cost $67.02 Unrealized 0.0%
IDV ISHARES TR 0.0%
Value ($000) $45 Shares 1,141 Est. Cost $39.45 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $43 Shares 1,370 Est. Cost $31.16 Unrealized
SPTS STATE STREET SPDR PORTFOLIO SH 0.0%
Value ($000) $41 Shares 1,387 Est. Cost $29.28 Unrealized
DVYA ISHARES INC 0.0%
Value ($000) $39 Shares 874 Est. Cost $44.28 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $33 Shares 62 Est. Cost $565.09 Unrealized 0.0%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $33 Shares 670 Est. Cost $47.08 Unrealized 0.0%
SILJ AMPLIFY ETF TR 0.0%
Value ($000) $32 Shares 1,150 Est. Cost $27.67 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $32 Shares 483 Est. Cost $65.40 Unrealized
MATX MATSON INC 0.0%
Value ($000) $31 Shares 249 Est. Cost $107.05 Unrealized 0.0%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $27 Shares 217 Est. Cost $125.92 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $23 Shares 243 Est. Cost $95.22 Unrealized
EMXC ISHARES MSCI EMRG CHN ETF 0.0%
Value ($000) $23 Shares 316 Est. Cost $72.68 Unrealized
OSIS OSI SYSTEMS INC 0.0%
Value ($000) $23 Shares 90 Est. Cost $261.19 Unrealized 0.0%
TLH ISHARES TR 10-20 YR TRS ETF 0.0%
Value ($000) $21 Shares 203 Est. Cost $101.67 Unrealized
MGNR AMERICAN BEACON SELECT FUNDS 0.0%
Value ($000) $20 Shares 461 Est. Cost $44.10 Unrealized
CRVL CORVEL CORP 0.0%
Value ($000) $20 Shares 300 Est. Cost $72.43 Unrealized 0.0%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $20 Shares 122 Est. Cost $168.76 Unrealized 0.0%
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $20 Shares 244 Est. Cost $85.97 Unrealized 0.0%
BAR GRANITESHARES G/SHS BEN INT 0.0%
Value ($000) $20 Shares 464 Est. Cost $42.49 Unrealized
IXJ ISHARES S&P GLOBAL HEALTHCARE 0.0%
Value ($000) $19 Shares 198 Est. Cost $97.40 Unrealized
PLUS EPLUS INC 0.0%
Value ($000) $18 Shares 206 Est. Cost $82.50 Unrealized 0.0%
FIRST BANKSHARES CORP 0.0%
Value ($000) $18 Shares 257 Est. Cost $70.25 Unrealized
CSGS CSG SYS INTL INC 0.0%
Value ($000) $18 Shares 231 Est. Cost $73.52 Unrealized 0.0%
USIG ISHARES BROAD USD INVESTMENT G 0.0%
Value ($000) $15 Shares 296 Est. Cost $51.77 Unrealized
MGRC MCGRATH RENTCORP 0.0%
Value ($000) $15 Shares 140 Est. Cost $108.39 Unrealized 0.0%
UUUU ENERGY FUELS INC 0.0%
Value ($000) $14 Shares 990 Est. Cost $16.97 Unrealized 0.0%
CRAI CRA INTL INC 0.0%
Value ($000) $14 Shares 70 Est. Cost $188.07 Unrealized 0.0%
CBZ CBIZ INC 0.0%
Value ($000) $13 Shares 265 Est. Cost $52.58 Unrealized 0.0%
MTRN MATERION CORP 0.0%
Value ($000) $13 Shares 104 Est. Cost $123.31 Unrealized 0.0%
GLDM WORLD GOLD TR 0.0%
Value ($000) $13 Shares 150 Est. Cost $85.37 Unrealized
NSIT INSIGHT ENTERPRISES INC 0.0%
Value ($000) $13 Shares 154 Est. Cost $93.78 Unrealized 0.0%
ADUS ADDUS HOMECARE CORP 0.0%
Value ($000) $11 Shares 107 Est. Cost $114.84 Unrealized 0.0%
LZB LA Z BOY INC 0.0%
Value ($000) $11 Shares 300 Est. Cost $35.03 Unrealized 0.0%
FUL FULLER H B CO 0.0%
Value ($000) $10 Shares 174 Est. Cost $58.51 Unrealized 0.0%
ALMU AELUMA INC 0.0%
Value ($000) $10 Shares 600 Est. Cost $15.79 Unrealized 0.0%
SYBT STOCK YDS BANCORP INC 0.0%
Value ($000) $10 Shares 157 Est. Cost $67.20 Unrealized 0.0%
ASGN ASGN INC 0.0%
Value ($000) $10 Shares 203 Est. Cost $46.10 Unrealized 0.0%
FDIS FIDELITY MSCI CONSUMER DISCRET 0.0%
Value ($000) $9 Shares 87 Est. Cost $102.16 Unrealized
THRM GENTHERM INC 0.0%
Value ($000) $9 Shares 238 Est. Cost $36.01 Unrealized 0.0%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $9 Shares 250 Est. Cost $33.48 Unrealized 0.0%
IGIB ISHARES 5-10 YR INVESTMENT GRA 0.0%
Value ($000) $9 Shares 158 Est. Cost $53.88 Unrealized
SBSI SOUTHSIDE BANCSHARES INC 0.0%
Value ($000) $8 Shares 278 Est. Cost $29.30 Unrealized 0.0%
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.37 Unrealized
SITM SITIME CORP/SH 0.0%
Value ($000) $8 Shares 23 Est. Cost $312.93 Unrealized 0.0%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $8 Shares 59 Est. Cost $135.02 Unrealized 0.0%
SCHZ SCHWAB STRATEGIC TR US AGGREGA 0.0%
Value ($000) $8 Shares 346 Est. Cost $23.37 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $8 Shares 288 Est. Cost $27.24 Unrealized 0.0%
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $8 Shares 102 Est. Cost $81.15 Unrealized 0.0%
BILS SPDR S TR/SPDR 0.0%
Value ($000) $6 Shares 63 Est. Cost $99.22 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $6 Shares 14 Est. Cost $446.07 Unrealized
CBUS CIBUS INC 0.0%
Value ($000) $6 Shares 3,511 Est. Cost $1.49 Unrealized 0.0%
ATR APTARGROUP INC 0.0%
Value ($000) $6 Shares 46 Est. Cost $122.95 Unrealized 0.0%
ERII ENERGY RECOVERY INC 0.0%
Value ($000) $5 Shares 407 Est. Cost $15.16 Unrealized 0.0%
NYT NY TIMES CO/SH CL A 0.0%
Value ($000) $5 Shares 78 Est. Cost $61.82 Unrealized 0.0%
AER AERCAP HOLDINGS/SH VTG FPD 0.0%
Value ($000) $5 Shares 36 Est. Cost $132.45 Unrealized 0.0%
MYRG MYR GROUP INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $217.65 Unrealized 0.0%
MMI MARCUS & MILLICHAP INC 0.0%
Value ($000) $5 Shares 183 Est. Cost $28.93 Unrealized 0.0%
MMSI MERIT MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $4 Shares 51 Est. Cost $85.11 Unrealized 0.0%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 94 Est. Cost $46.86 Unrealized
BN BROOKFIELD CORPORATION CL ADR 0.0%
Value ($000) $4 Shares 88 Est. Cost $45.55 Unrealized 0.0%
DFAW DIMENSIONAL WORLD EQUITY ETF 0.0%
Value ($000) $4 Shares 53 Est. Cost $73.98 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $4 Shares 41 Est. Cost $89.94 Unrealized 0.0%
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $4 Shares 43 Est. Cost $84.91 Unrealized 0.0%
BAP CREDICORP LTD/SH SH 0.0%
Value ($000) $3 Shares 12 Est. Cost $264.77 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HOLDINGS 0.0%
Value ($000) $3 Shares 35 Est. Cost $87.50 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROUP 0.0%
Value ($000) $3 Shares 23 Est. Cost $140.83 Unrealized
AMRZ AMRIZE 0.0%
Value ($000) $3 Shares 59 Est. Cost $51.02 Unrealized 0.0%
CWK CUSHMAN AND WAKEFIELD LTD 0.0%
Value ($000) $3 Shares 198 Est. Cost $15.85 Unrealized 0.0%
SLP SIMULATIONS PLUS INC 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.54 Unrealized 0.0%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $3 Shares 43 Est. Cost $70.70 Unrealized 0.0%
OMCL OMNICELL INC COM 0.0%
Value ($000) $3 Shares 69 Est. Cost $36.59 Unrealized 0.0%
ICLR ICON/ORD SHS EUR 0.05 0.0%
Value ($000) $3 Shares 17 Est. Cost $178.08 Unrealized 0.0%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $499.61 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $109.32 Unrealized 0.0%
EGP EASTGROUP PROPERTIES INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $178.13 Unrealized
MC MOELIS & CO/SH CL A 0.0%
Value ($000) $3 Shares 41 Est. Cost $65.79 Unrealized 0.0%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $3 Shares 162 Est. Cost $19.06 Unrealized 0.0%
NEU NEWMARKET CORP 0.0%
Value ($000) $3 Shares 4 Est. Cost $760.94 Unrealized 0.0%
CCEP COCA-COLA EUROPACIFIC PARTNERS 0.0%
Value ($000) $3 Shares 29 Est. Cost $89.63 Unrealized 0.0%
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $3 Shares 36 Est. Cost $73.31 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN A 0.0%
Value ($000) $3 Shares 50 Est. Cost $59.89 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $181.15 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $2 Shares 101 Est. Cost $23.30 Unrealized 0.0%
ALLE ALLEGION PLC ADR 0.0%
Value ($000) $2 Shares 14 Est. Cost $166.68 Unrealized 0.0%
POST POST HOLDINGS INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $103.53 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $2 Shares 31 Est. Cost $59.45 Unrealized 0.0%
UNF UNIFIRST CORP M/SH 0.0%
Value ($000) $2 Shares 10 Est. Cost $168.52 Unrealized 0.0%
PLMR PALOMAR HOLDINGS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $122.07 Unrealized 0.0%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $94.35 Unrealized 0.0%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $125.49 Unrealized 0.0%
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2 Shares 24 Est. Cost $74.29 Unrealized
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value ($000) $2 Shares 530 Est. Cost $4.68 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 36 Est. Cost $47.08 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $2 Shares 1 Est. Cost $1721.38 Unrealized 0.0%
ROG ROGERS CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $85.87 Unrealized 0.0%
BMI BADGER METER IN/SH SH 0.0%
Value ($000) $2 Shares 9 Est. Cost $179.79 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 16 Est. Cost $90.44 Unrealized
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $94.91 Unrealized 0.0%
RTO RENTOKIL INITIAL PLC. ADR 0.0%
Value ($000) $1 Shares 48 Est. Cost $29.46 Unrealized
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $33.85 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $357.07 Unrealized 0.0%
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 16 Est. Cost $77.75 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 25 Est. Cost $49.20 Unrealized
LLYVK LIBERTY LIVE HOLDINGS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $85.87 Unrealized 0.0%
HEZU ISHARES TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $43.76 Unrealized
ANF ABERCROMBIE & FITCH CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $87.43 Unrealized 0.0%
KRMN KARMAN HLDGS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $72.41 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING LTD SPON 0.0%
Value ($000) $1 Shares 4 Est. Cost $146.50 Unrealized
RMBS RAMBUS INC DEL 0.0%
Value ($000) $1 Shares 6 Est. Cost $98.40 Unrealized 0.0%
MTH MERITAGE HOMES CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.25 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $1 Shares 5 Est. Cost $95.49 Unrealized 0.0%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $91.56 Unrealized 0.0%
FTRE FORTREA HOLDINGS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $12.35 Unrealized 0.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 21 Est. Cost $21.00 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $144.33 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.0%
Value ($000) $0 Shares 3 Est. Cost $153.78 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $13.79 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $73.83 Unrealized 0.0%
SENS SENSEONICS HLDGS INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.96 Unrealized 0.0%
BILL BILL HOLDINGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.37 Unrealized 0.0%
RMR RMR GROUP INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $14.67 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $46.23 Unrealized 0.0%
PRMB PRIMO BRANDS CORPORATION 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.48 Unrealized 0.0%
ONON ON HLDG AG 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.09 Unrealized 0.0%
KMPR KEMPER CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $42.83 Unrealized 0.0%
DV DOUBLEVERIFY HLDGS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.03 Unrealized 0.0%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.04 Unrealized 0.0%
OPENW OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.92 Unrealized
OPENL OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.52 Unrealized
OPENZ OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $0.42 Unrealized

Increased Positions (355)

JMST J.P. MORGAN EXCHANGE-TRADED FU 0.7%
Value ($000) $14,606 (+6329.3%) Shares 286,731 (+6341.9%) Est. Cost $50.94 Unrealized
B BARRICK MINING CORP. 0.7%
Value ($000) $16,484 (+428.8%) Shares 378,499 (+297.9%) Est. Cost $32.89 Unrealized +13.8%
RMOP ROCKEFELLER OPPORTUNISTIC MUNI 1.0%
Value ($000) $21,638 (+147.3%) Shares 864,500 (+146.4%) Est. Cost $25.00 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $122,731 (+8.0%) Shares 451,450 (+1.2%) Est. Cost $160.30 Unrealized +67.4%
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $25,684 (+30.3%) Shares 45,350 (+2.9%) Est. Cost $335.28 Unrealized +58.8%
PH PARKER HANNIFIN CORP COM 1.4%
Value ($000) $31,497 (+18.2%) Shares 35,834 (+1.9%) Est. Cost $378.01 Unrealized +116.3%
IVV ISHARES CORE S&P 500 ETF 2.2%
Value ($000) $48,929 (+9.9%) Shares 71,436 (+7.4%) Est. Cost $363.43 Unrealized
MU MICRON TECHNOLOGY INC 0.5%
Value ($000) $10,463 (+72.4%) Shares 36,659 (+1.1%) Est. Cost $102.43 Unrealized +123.9%
AGG ISHARES CORE U.S. AGGREGATE ET 0.3%
Value ($000) $6,226 (+159.7%) Shares 62,333 (+160.6%) Est. Cost $99.78 Unrealized
NOW SERVICENOW INC 0.7%
Value ($000) $16,084 (-18.4%) Shares 104,995 (+390.1%) Est. Cost $146.71 Unrealized +16.9%
ZS ZSCALER INC COM 0.5%
Value ($000) $11,547 (-23.2%) Shares 51,339 (+2.3%) Est. Cost $222.46 Unrealized +26.9%
AMZN AMAZON.COM INC 2.0%
Value ($000) $45,610 (+6.7%) Shares 197,598 (+1.5%) Est. Cost $139.40 Unrealized +64.1%
ROK ROCKWELL AUTOMATION, INC 0.9%
Value ($000) $20,938 (+15.4%) Shares 53,815 (+3.7%) Est. Cost $251.57 Unrealized +49.1%
VIG VANGUARD DIVIDEND APPREC ETF 1.1%
Value ($000) $24,493 (+12.5%) Shares 111,444 (+10.4%) Est. Cost $157.04 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $5,104 (+98.6%) Shares 16,571 (+94.0%) Est. Cost $252.36 Unrealized +19.2%
WMT WALMART INC 1.3%
Value ($000) $28,507 (+9.3%) Shares 255,878 (+1.1%) Est. Cost $49.80 Unrealized +115.2%
CB CHUBB LTD ADR 0.8%
Value ($000) $18,080 (+12.9%) Shares 57,928 (+2.1%) Est. Cost $163.47 Unrealized +78.9%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $22,215 (+9.2%) Shares 276,720 (+2.7%) Est. Cost $64.10 Unrealized +28.7%
DGRO ISHARES CORE DIVIDEND GROWTH E 0.6%
Value ($000) $13,318 (+14.7%) Shares 191,846 (+12.5%) Est. Cost $64.92 Unrealized
ETN EATON CORP PLC ADR 0.2%
Value ($000) $5,152 (+38.9%) Shares 16,175 (+63.2%) Est. Cost $329.26 Unrealized +7.6%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $1,589 (+442.1%) Shares 29,554 (+446.4%) Est. Cost $52.15 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,276 (+160751.1%) Shares 12,317 (+153862.5%) Est. Cost $103.55 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $2,538 (+96.7%) Shares 3,883 (+85.1%) Est. Cost $499.46 Unrealized +21.9%
AZN ASTRAZENECA PLC SPONS ADR 0.3%
Value ($000) $5,858 (+24.3%) Shares 63,722 (+3.7%) Est. Cost $44.37 Unrealized
CRH CRH PLC 0.2%
Value ($000) $3,745 (+42.2%) Shares 30,008 (+36.6%) Est. Cost $109.18 Unrealized +9.1%
VB VANGUARD SMALL-CAP ETF 0.5%
Value ($000) $10,254 (+12.1%) Shares 39,752 (+10.5%) Est. Cost $219.51 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $14,033 (+8.0%) Shares 255,139 (+1.3%) Est. Cost $19.28 Unrealized +173.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $2,590 (+60.3%) Shares 10,520 (+57.6%) Est. Cost $230.00 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $2,351 (+68.3%) Shares 17,945 (+87.1%) Est. Cost $125.58 Unrealized +9.6%
META META PLATFORMS, INC. CLASS A 0.6%
Value ($000) $13,569 (+7.4%) Shares 20,556 (+19.5%) Est. Cost $363.54 Unrealized +83.6%
IUSG ISHARES TR CORE S&P US GROWTH 0.0%
Value ($000) $1,050 (+737.6%) Shares 6,253 (+720.6%) Est. Cost $160.63 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,121 (+452.9%) Shares 12,670 (+471.2%) Est. Cost $89.18 Unrealized
H HYATT HOTELS CORPORATION 0.3%
Value ($000) $5,602 (+19.0%) Shares 34,941 (+5.3%) Est. Cost $124.97 Unrealized +22.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $6,484 (+15.9%) Shares 72,484 (+13.2%) Est. Cost $76.66 Unrealized
SCHD SCHWAB STRATEGIC TR US DIV EQU 0.1%
Value ($000) $1,280 (+202.3%) Shares 46,662 (+200.9%) Est. Cost $27.61 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $1,107 (+313.9%) Shares 14,943 (+315.5%) Est. Cost $73.92 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.8%
Value ($000) $17,610 (+4.8%) Shares 239,394 (+1.6%) Est. Cost $49.04 Unrealized
UITB VICTORY PORTFOLIOS II 0.8%
Value ($000) $17,850 (+4.5%) Shares 376,951 (+4.9%) Est. Cost $46.96 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $17,251 (+4.6%) Shares 25,298 (+2.2%) Est. Cost $300.43 Unrealized
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $5,884 (+14.1%) Shares 9,725 (+3.1%) Est. Cost $295.67 Unrealized +85.9%
VTI VANGUARD TOTAL STCK MK ETF 0.2%
Value ($000) $5,015 (+15.8%) Shares 14,958 (+13.3%) Est. Cost $234.03 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $5,659 (+13.0%) Shares 31,877 (+1.2%) Est. Cost $84.76 Unrealized +96.4%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $4,417 (-11.0%) Shares 17,170 (+1.5%) Est. Cost $69.38 Unrealized +281.7%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $4,252 (+14.4%) Shares 4,837 (+3.7%) Est. Cost $345.85 Unrealized +135.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $2,979 (+22.0%) Shares 45,134 (+20.6%) Est. Cost $66.19 Unrealized
VUG VANGUARD GROWTH ETF 0.7%
Value ($000) $14,959 (+3.6%) Shares 30,663 (+1.9%) Est. Cost $386.68 Unrealized
SNA SNAP ON INC 0.4%
Value ($000) $9,511 (+5.6%) Shares 27,599 (+6.1%) Est. Cost $232.95 Unrealized +46.2%
QLTY GMO ETF TRUST 0.2%
Value ($000) $4,060 (+13.6%) Shares 105,572 (+6.9%) Est. Cost $31.72 Unrealized
TRMB TRIMBLE INC CL B 0.4%
Value ($000) $9,896 (+5.1%) Shares 126,305 (+9.5%) Est. Cost $71.61 Unrealized +11.3%
VO VANGUARD IND FD MID-CAP 0.2%
Value ($000) $4,951 (+9.4%) Shares 17,059 (+10.7%) Est. Cost $178.58 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $18,613 (-2.1%) Shares 63,401 (+1.8%) Est. Cost $182.57 Unrealized +58.0%
DELL DELL TECHNOLOGIES INC CL C 0.2%
Value ($000) $3,962 (-8.4%) Shares 31,475 (+3.1%) Est. Cost $104.89 Unrealized +34.2%
VCIT VANGUARD INTER TERM CORP BO .1 0.1%
Value ($000) $1,120 (+45.9%) Shares 13,375 (+46.6%) Est. Cost $85.99 Unrealized
IAU ISHARES GOLD TR NEW ETF 0.0%
Value ($000) $748 (+81.4%) Shares 9,216 (+62.6%) Est. Cost $64.13 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $6,891 (-4.4%) Shares 55,001 (+2.2%) Est. Cost $97.67 Unrealized +30.3%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1,045 (+39.6%) Shares 4,068 (+11.2%) Est. Cost $121.84 Unrealized +96.6%
FRDM EA SERIES TRUST 0.1%
Value ($000) $1,184 (+27.2%) Shares 23,101 (+10.0%) Est. Cost $36.52 Unrealized
SHEL SHELL PLC SPON ADR 0.3%
Value ($000) $6,241 (+4.0%) Shares 84,933 (+1.3%) Est. Cost $58.36 Unrealized
IAUM ISHARES GOLD TR 0.0%
Value ($000) $233 (+2318.2%) Shares 5,414 (+2065.6%) Est. Cost $42.45 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $1,476 (+17.7%) Shares 29,774 (+18.3%) Est. Cost $49.71 Unrealized
DON WISDOMTREE US MIDCAP DIVIDEND 0.2%
Value ($000) $5,038 (+4.6%) Shares 97,628 (+6.0%) Est. Cost $49.20 Unrealized
BLK BLACKROCK INC. 0.1%
Value ($000) $2,875 (-6.6%) Shares 2,686 (+1.7%) Est. Cost $975.78 Unrealized +11.6%
BHP BHP GROUP LIMITED ADR 0.1%
Value ($000) $1,833 (+11.1%) Shares 30,361 (+2.6%) Est. Cost $56.34 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.1%
Value ($000) $2,353 (-6.8%) Shares 10,334 (+1.1%) Est. Cost $243.02 Unrealized -12.6%
ICE INTERCONTINENTAL EXCHANGE INC 0.6%
Value ($000) $12,955 (-1.3%) Shares 79,988 (+2.7%) Est. Cost $115.82 Unrealized +34.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $3,544 (+4.8%) Shares 36,812 (+5.1%) Est. Cost $75.77 Unrealized
XLE STATE STREET ENERGY SELECT SEC 0.1%
Value ($000) $1,863 (-7.8%) Shares 41,664 (+84.2%) Est. Cost $55.65 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $1,170 (+14.1%) Shares 12,557 (+2.6%) Est. Cost $49.51 Unrealized +75.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $1,089 (+15.3%) Shares 15,245 (+9.5%) Est. Cost $49.64 Unrealized
IEF ISHARES TR 7-10 YR TRSY BD ETF 0.0%
Value ($000) $439 (+45.6%) Shares 4,563 (+46.0%) Est. Cost $95.51 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $5,830 (-2.2%) Shares 24,174 (+1.9%) Est. Cost $157.18 Unrealized +52.6%
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value ($000) $277 (+87.0%) Shares 11,695 (+24.2%) Est. Cost $11.82 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $173 (+257.7%) Shares 3,167 (+249.2%) Est. Cost $51.56 Unrealized
BIV VANGUARD INTERMEDIATE TERM BON 0.0%
Value ($000) $162 (+297.8%) Shares 2,074 (+298.8%) Est. Cost $79.03 Unrealized
MTB M & T BK CORP 0.1%
Value ($000) $1,921 (+6.6%) Shares 9,532 (+4.6%) Est. Cost $146.48 Unrealized +29.8%
TSLA TESLA INC 0.1%
Value ($000) $2,388 (+5.0%) Shares 5,311 (+3.9%) Est. Cost $297.74 Unrealized +48.9%
CVX CHEVRON CORPORATION 0.7%
Value ($000) $15,563 (+0.7%) Shares 102,110 (+2.6%) Est. Cost $94.84 Unrealized +59.6%
XLV STATE STREET HEALTH CARE SELEC 0.0%
Value ($000) $845 (+14.7%) Shares 5,461 (+3.1%) Est. Cost $89.48 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,417 (+8.0%) Shares 8,285 (+5.0%) Est. Cost $124.58 Unrealized +37.1%
ENB ENBRIDGE INCORPORATED ADR 0.0%
Value ($000) $204 (+82.2%) Shares 4,275 (+92.2%) Est. Cost $39.85 Unrealized +18.2%
IQLT ISHARES MSCI INTL QUALITY FACT 0.0%
Value ($000) $87 (+2356.3%) Shares 1,911 (+2288.8%) Est. Cost $45.21 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $318 (-17.7%) Shares 3,390 (+952.8%) Est. Cost $105.57 Unrealized +2.1%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $247 (+36.7%) Shares 2,010 (+4.9%) Est. Cost $102.18 Unrealized +4.9%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $347 (+20.2%) Shares 1,661 (+15.7%) Est. Cost $92.54 Unrealized +108.3%
XLK STATE STREET TECHNOLOGY SELECT 0.0%
Value ($000) $552 (-8.7%) Shares 3,837 (+78.8%) Est. Cost $157.92 Unrealized
XLY STATE STREET CONSUMER DIS SELE 0.0%
Value ($000) $269 (+22.5%) Shares 2,252 (+145.9%) Est. Cost $149.14 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $393 (+14.1%) Shares 10,645 (+3.8%) Est. Cost $21.59 Unrealized +74.9%
IWO ISHARES RUSSELL 2000 GROWTH ET 0.0%
Value ($000) $121 (+54.7%) Shares 374 (+53.3%) Est. Cost $274.98 Unrealized
NOC NORTHROP 0.0%
Value ($000) $79 (+115.2%) Shares 138 (+130.0%) Est. Cost $502.85 Unrealized +15.1%
FLMI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $143 (+39.4%) Shares 5,752 (+38.8%) Est. Cost $24.53 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $113 (+54.9%) Shares 415 (+40.2%) Est. Cost $216.35 Unrealized +15.8%
SHOP SHOPIFY INC CL B 0.0%
Value ($000) $407 (+10.2%) Shares 2,531 (+1.7%) Est. Cost $72.90 Unrealized +120.2%
JPST JP MORGAN ETF ULTRA SHORT 0.1%
Value ($000) $2,065 (+1.8%) Shares 40,828 (+2.1%) Est. Cost $50.73 Unrealized
SGOL ABERDEEN STANDARD PHYSICAL GOL 0.0%
Value ($000) $201 (+21.5%) Shares 4,899 (+8.9%) Est. Cost $18.86 Unrealized
MCK MCKESSON CORP. COMMON STOCK 0.0%
Value ($000) $281 (+13.5%) Shares 342 (+6.9%) Est. Cost $435.02 Unrealized +87.5%
NDAQ NASDAQ INC 0.0%
Value ($000) $196 (+20.2%) Shares 2,021 (+9.5%) Est. Cost $63.93 Unrealized +40.4%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $77 (+73.7%) Shares 1,142 (+14.2%) Est. Cost $36.88 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $44 (+261.3%) Shares 1,912 (+262.8%) Est. Cost $23.01 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $57 (+108.8%) Shares 485 (+81.6%) Est. Cost $87.61 Unrealized +18.3%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $37 (+330.2%) Shares 625 (+331.0%) Est. Cost $58.74 Unrealized
WBD WARNER BROS. DISCOVERY INC COM 0.0%
Value ($000) $62 (+74.1%) Shares 2,154 (+18.0%) Est. Cost $11.69 Unrealized +100.0%
DIS DISNEY WALT CO NEW 0.2%
Value ($000) $5,527 (+0.5%) Shares 48,583 (+1.1%) Est. Cost $75.68 Unrealized +44.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $1,566 (+1.6%) Shares 8,811 (+4.3%) Est. Cost $52.56 Unrealized +244.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $213 (+12.9%) Shares 2,602 (+3.3%) Est. Cost $80.32 Unrealized -3.0%
BA BOEING COMPANY 0.0%
Value ($000) $1,004 (+2.5%) Shares 4,625 (+1.9%) Est. Cost $165.17 Unrealized +24.5%
LRCX LAM RESEARCH CORPORATION COM U 0.0%
Value ($000) $84 (+38.3%) Shares 489 (+8.2%) Est. Cost $83.43 Unrealized +86.2%
SNDK SANDISK CORP 0.0%
Value ($000) $42 (+120.3%) Shares 177 (+4.1%) Est. Cost $46.24 Unrealized +333.2%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $135 (+20.2%) Shares 111 (+6.7%) Est. Cost $690.39 Unrealized +69.7%
RAL RALLIANT CORP/SH 0.0%
Value ($000) $54 (+72.5%) Shares 1,052 (+48.2%) Est. Cost $48.47 Unrealized -3.3%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $142 (+17.0%) Shares 1,857 (+2.7%) Est. Cost $50.90 Unrealized +40.8%
SLV ISHARES SILVER TR 0.0%
Value ($000) $42 (+97.0%) Shares 648 (+29.6%) Est. Cost $38.68 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $75 (+33.9%) Shares 540 (+34.7%) Est. Cost $136.56 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $29 (+179.6%) Shares 228 (+185.0%) Est. Cost $128.71 Unrealized -3.4%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $931 (+2.0%) Shares 7,654 (+2.7%) Est. Cost $105.54 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $29 (+169.1%) Shares 351 (+101.7%) Est. Cost $59.48 Unrealized +18.4%
PYLD PIMCO ETF TR 0.0%
Value ($000) $980 (+1.8%) Shares 36,733 (+2.5%) Est. Cost $26.37 Unrealized
CI CIGNA GROUP 0.0%
Value ($000) $201 (+9.6%) Shares 730 (+14.8%) Est. Cost $273.82 Unrealized +2.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $104 (+19.7%) Shares 513 (+3.0%) Est. Cost $122.10 Unrealized +52.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 0.0%
Value ($000) $36 (+92.9%) Shares 117 (+77.3%) Est. Cost $223.00 Unrealized
FBNC FIRST BANCORP NC COM 0.0%
Value ($000) $670 (-2.5%) Shares 13,189 (+1.5%) Est. Cost $37.27 Unrealized +35.4%
MMS MAXIMUS INC 0.0%
Value ($000) $17 (+2503.3%) Shares 193 (+2657.1%) Est. Cost $85.32 Unrealized +0.2%
TGT TARGET CORP 0.0%
Value ($000) $134 (+13.3%) Shares 1,371 (+3.9%) Est. Cost $87.50 Unrealized +4.7%
XLI STATE STREET INDUSTRIAL SELECT 0.0%
Value ($000) $112 (+16.2%) Shares 721 (+15.5%) Est. Cost $102.80 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $30 (+99.4%) Shares 1,110 (+94.1%) Est. Cost $23.84 Unrealized +6.4%
VGIT VANGUARD SCOTTSDALE INTER TERM 0.0%
Value ($000) $906 (+1.6%) Shares 15,120 (+1.8%) Est. Cost $59.04 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $22 (+197.8%) Shares 70 (+150.0%) Est. Cost $276.60 Unrealized +3.1%
FERG FERGUSON ENTERPRISES INC. 0.0%
Value ($000) $16 (+703.8%) Shares 73 (+711.1%) Est. Cost $232.49 Unrealized +2.3%
PLD PROLOGIS INC COM 0.0%
Value ($000) $29 (+92.9%) Shares 225 (+73.1%) Est. Cost $116.63 Unrealized +6.2%
DPZ DOMINOS PIZZA 0.0%
Value ($000) $14 (+3084.0%) Shares 33 (+3200.0%) Est. Cost $416.60 Unrealized -0.3%
MDB MONGODB INC CL A 0.0%
Value ($000) $47 (+38.9%) Shares 112 (+2.8%) Est. Cost $197.76 Unrealized +84.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $17 (+307.0%) Shares 470 (+331.2%) Est. Cost $41.07 Unrealized -11.9%
IEI ISHARES TR 3-7 YR TREASURY BON 0.0%
Value ($000) $273 (+5.0%) Shares 2,286 (+5.1%) Est. Cost $118.21 Unrealized
ALLY ALLY FINANCIAL INC COM 0.0%
Value ($000) $16 (+295.0%) Shares 359 (+241.9%) Est. Cost $38.76 Unrealized +5.3%
MPWR MONOLITHIC POWER SYSTEM INC 0.0%
Value ($000) $20 (+140.6%) Shares 22 (+144.4%) Est. Cost $823.38 Unrealized +16.7%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $73 (+18.8%) Shares 863 (+17.6%) Est. Cost $91.54 Unrealized -4.5%
XLC STATE STREET COMM SVCS SELECT 0.0%
Value ($000) $57 (+24.6%) Shares 481 (+25.3%) Est. Cost $98.23 Unrealized
YETI YETI HLDGS INC 0.0%
Value ($000) $12 (+1676.2%) Shares 267 (+1235.0%) Est. Cost $38.16 Unrealized +0.8%
PCAR PACCAR INC 0.0%
Value ($000) $19 (+130.7%) Shares 174 (+107.1%) Est. Cost $101.88 Unrealized -0.6%
MRSH MARSH 0.0%
Value ($000) $71 (+17.7%) Shares 385 (+27.9%) Est. Cost $196.93 Unrealized -5.3%
AMP AMERIPRISE FINANCIAL INC COM 0.0%
Value ($000) $25 (+78.2%) Shares 50 (+78.6%) Est. Cost $492.38 Unrealized -3.8%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $25 (+75.7%) Shares 32 (+28.0%) Est. Cost $710.67 Unrealized -4.5%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $30 (-26.1%) Shares 505 (+1.0%) Est. Cost $57.46 Unrealized +36.1%
WST WEST PHARMACEUTICAL SERVICES, 0.0%
Value ($000) $27 (+63.2%) Shares 98 (+55.6%) Est. Cost $237.56 Unrealized +15.1%
EFX EQUIFAX INC 0.0%
Value ($000) $16 (+164.3%) Shares 75 (+212.5%) Est. Cost $230.93 Unrealized -5.3%
PEY INVESCO HIGH YIELD EQUITY DIVI 0.0%
Value ($000) $624 (+1.6%) Shares 30,595 (+5.0%) Est. Cost $19.04 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $28 (+52.7%) Shares 62 (+31.9%) Est. Cost $455.58 Unrealized -5.4%
COIN COINBASE GLOBAL INC CL A 0.0%
Value ($000) $29 (-24.8%) Shares 128 (+12.3%) Est. Cost $195.14 Unrealized +52.7%
RLI RLI CORP 0.0%
Value ($000) $10 (+971.8%) Shares 164 (+993.3%) Est. Cost $61.81 Unrealized -0.6%
VT VANGUARD TOT WORLD STK ETF 0.0%
Value ($000) $170 (+5.8%) Shares 1,206 (+3.4%) Est. Cost $78.88 Unrealized
HRB H&R BLOCK INC 0.0%
Value ($000) $10 (+1794.9%) Shares 220 (+2100.0%) Est. Cost $46.66 Unrealized -0.5%
EG EVEREST GRP LTD/SH 0.0%
Value ($000) $9 (+2510.3%) Shares 27 (+2600.0%) Est. Cost $330.96 Unrealized -0.2%
NVT NVENT ELECTRIC 0.0%
Value ($000) $13 (+196.3%) Shares 129 (+186.7%) Est. Cost $88.80 Unrealized +16.7%
DDOG DATADOG INC CL A 0.0%
Value ($000) $11 (+296.3%) Shares 83 (+315.0%) Est. Cost $149.32 Unrealized +5.8%
DT DYNATRACE INC/SH CL B 0.0%
Value ($000) $10 (+690.3%) Shares 221 (+784.0%) Est. Cost $47.53 Unrealized -1.9%
BAH BOOZ ALLEN HAMILTON HOLDING CO 0.0%
Value ($000) $9 (+1671.6%) Shares 105 (+2000.0%) Est. Cost $89.62 Unrealized -1.2%
APA APA CORP 0.0%
Value ($000) $13 (+166.2%) Shares 547 (+164.3%) Est. Cost $21.70 Unrealized +11.2%
XLP STATE STREET CONSUMER STAPLES 0.0%
Value ($000) $139 (+5.9%) Shares 1,791 (+6.8%) Est. Cost $72.27 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $24 (+46.3%) Shares 920 (+31.4%) Est. Cost $22.87 Unrealized +9.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $37 (-16.8%) Shares 367 (+2.5%) Est. Cost $91.00 Unrealized +19.1%
PCG PG&E CORP COM 0.0%
Value ($000) $11 (+212.7%) Shares 678 (+193.5%) Est. Cost $16.10 Unrealized -1.1%
ARES ARES MGMT L P/UT LTD PARTN INT 0.0%
Value ($000) $14 (+107.0%) Shares 86 (+104.8%) Est. Cost $161.49 Unrealized -4.1%
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $10 (+264.8%) Shares 53 (+231.3%) Est. Cost $176.11 Unrealized -4.6%
HTO H2O AMERICA 0.0%
Value ($000) $80 (+9.6%) Shares 1,635 (+9.0%) Est. Cost $52.73 Unrealized -9.1%
XLB STATE STREET MATERIALS SELECT 0.0%
Value ($000) $576 (+1.2%) Shares 12,712 (+100.0%) Est. Cost $63.86 Unrealized
AON AON PLC ADR 0.0%
Value ($000) $29 (+30.4%) Shares 83 (+31.7%) Est. Cost $372.53 Unrealized -6.3%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $11 (+172.9%) Shares 154 (+123.2%) Est. Cost $55.16 Unrealized +13.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $20 (+51.0%) Shares 152 (+9.4%) Est. Cost $234.00 Unrealized -49.8%
XLU STATE STREET UTILITIES SELECT 0.0%
Value ($000) $144 (+4.8%) Shares 3,362 (+114.0%) Est. Cost $58.27 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $2,149 (-0.3%) Shares 4,443 (+2.9%) Est. Cost $363.91 Unrealized +30.8%
WELL WELLTOWER INC COM 0.0%
Value ($000) $16 (+58.1%) Shares 85 (+51.8%) Est. Cost $152.35 Unrealized +22.4%
VRSK VERISK ANALYTIC CL B 0.0%
Value ($000) $28 (+24.9%) Shares 125 (+40.4%) Est. Cost $268.26 Unrealized -16.0%
FAST FASTENAL CO 0.0%
Value ($000) $29 (-16.1%) Shares 724 (+2.5%) Est. Cost $39.50 Unrealized +6.4%
WTW WILLIS TOWERS WATSON PLC ADR 0.0%
Value ($000) $8 (+226.0%) Shares 24 (+242.9%) Est. Cost $325.26 Unrealized +0.4%
IQV IQVIA HOLDINGS 0.0%
Value ($000) $12 (+76.4%) Shares 55 (+48.6%) Est. Cost $208.50 Unrealized +4.4%
JBHT J.B. HUNT TRANSPORT SVCS, INC. 0.0%
Value ($000) $8 (+221.8%) Shares 40 (+122.2%) Est. Cost $162.86 Unrealized +5.3%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $25 (+27.3%) Shares 96 (+52.4%) Est. Cost $296.44 Unrealized -10.9%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $39 (+15.6%) Shares 576 (+13.6%) Est. Cost $69.02 Unrealized -4.5%
EIX EDISON INTL 0.0%
Value ($000) $51 (+11.6%) Shares 851 (+2.8%) Est. Cost $53.43 Unrealized +7.3%
ABNB AIRBNB INC CL A 0.0%
Value ($000) $21 (+33.6%) Shares 153 (+19.5%) Est. Cost $131.23 Unrealized -5.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $148 (+3.5%) Shares 1,761 (+4.0%) Est. Cost $84.59 Unrealized -0.6%
LECO LINCOLN ELECTRIC HOLDINGS, INC 0.0%
Value ($000) $7 (+238.6%) Shares 30 (+233.3%) Est. Cost $224.19 Unrealized +5.6%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $16 (+45.0%) Shares 105 (+19.3%) Est. Cost $117.68 Unrealized +15.3%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $6 (+625.9%) Shares 14 (+600.0%) Est. Cost $395.41 Unrealized +2.9%
FSLR FIRST SOLAR INC/SH SH 0.0%
Value ($000) $7 (+242.2%) Shares 26 (+188.9%) Est. Cost $217.75 Unrealized +15.8%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $7 (+267.0%) Shares 36 (+227.3%) Est. Cost $175.13 Unrealized -1.6%
SF STIFEL FINANCIAL CORPORATION 0.0%
Value ($000) $6 (+418.6%) Shares 47 (+370.0%) Est. Cost $116.30 Unrealized +2.8%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $12 (+63.7%) Shares 42 (+23.5%) Est. Cost $193.40 Unrealized +27.7%
WBS WEBSTER FINANCIAL CORP. 0.0%
Value ($000) $8 (+123.6%) Shares 133 (+111.1%) Est. Cost $56.07 Unrealized +5.9%
EWBC EAST WEST BANCORP, INC. 0.0%
Value ($000) $8 (+126.7%) Shares 73 (+114.7%) Est. Cost $99.39 Unrealized +5.8%
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $34 (+14.9%) Shares 722 (+3.3%) Est. Cost $47.53 Unrealized -3.6%
SGI SOMNIGROUP INTERNATIONAL INC. 0.0%
Value ($000) $5 (+582.3%) Shares 58 (+544.4%) Est. Cost $83.57 Unrealized +4.5%
PCTY PAYLOCITY HOLDING CORP 0.0%
Value ($000) $5 (+550.7%) Shares 34 (+580.0%) Est. Cost $156.28 Unrealized -4.8%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $33 (+14.8%) Shares 116 (+3.6%) Est. Cost $255.47 Unrealized
ALC ALCON INC 0.0%
Value ($000) $24 (+21.0%) Shares 297 (+12.9%) Est. Cost $76.36 Unrealized +0.8%
CHTR CHARTER COMMUNICATIONS INC CL 0.0%
Value ($000) $4 (+1488.4%) Shares 21 (+2000.0%) Est. Cost $231.28 Unrealized -2.7%
ADSK AUTODESK INC 0.0%
Value ($000) $27 (+18.1%) Shares 90 (+26.8%) Est. Cost $289.45 Unrealized +4.5%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $10 (+71.1%) Shares 34 (+54.5%) Est. Cost $256.94 Unrealized +5.9%
ING ING GROEP ADR 0.0%
Value ($000) $29 (+15.8%) Shares 1,047 (+7.8%) Est. Cost $20.20 Unrealized
ADUR ADURO CLEAN TECHNOLOGIES INC 0.0%
Value ($000) $21 (+23.7%) Shares 2,000 (+60.0%) Est. Cost $9.25 Unrealized +42.5%
KMX CARMAX INC 0.0%
Value ($000) $32 (-11.1%) Shares 824 (+3.3%) Est. Cost $97.75 Unrealized -59.1%
CUBE CUBESMART COM 0.0%
Value ($000) $6 (+198.5%) Shares 165 (+236.7%) Est. Cost $38.86 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $356 (+1.1%) Shares 18,359 (+14.8%) Est. Cost $14.19 Unrealized +46.4%
CMS CMS ENERGY CORP 0.0%
Value ($000) $7 (+107.1%) Shares 102 (+117.0%) Est. Cost $70.45 Unrealized +2.9%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $4 (+2471.8%) Shares 21 (+2000.0%) Est. Cost $165.01 Unrealized +0.7%
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $21 (+21.6%) Shares 240 (+11.6%) Est. Cost $73.88 Unrealized +7.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $7 (+122.2%) Shares 73 (+143.3%) Est. Cost $106.11 Unrealized -10.9%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $7 (+119.3%) Shares 65 (+18.2%) Est. Cost $55.20 Unrealized +45.5%
STE STERIS PLC ADR 0.0%
Value ($000) $4 (+719.6%) Shares 16 (+700.0%) Est. Cost $246.76 Unrealized +1.8%
CHDN CHURCHILL DOWNS, INC. 0.0%
Value ($000) $5 (+278.7%) Shares 42 (+223.1%) Est. Cost $103.93 Unrealized -0.5%
OKE ONEOK INC 0.0%
Value ($000) $76 (+4.8%) Shares 1,031 (+4.0%) Est. Cost $63.83 Unrealized +10.4%
DECK DECKERS OUTDOOR CORP. 0.0%
Value ($000) $5 (+189.8%) Shares 51 (+183.3%) Est. Cost $113.67 Unrealized -17.5%
LAMR LAMAR ADVERTISING NEW CL A 0.0%
Value ($000) $5 (+282.4%) Shares 37 (+270.0%) Est. Cost $124.39 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $14 (+31.1%) Shares 112 (+17.9%) Est. Cost $96.32 Unrealized +23.5%
EBAY EBAY INC 0.0%
Value ($000) $4 (+410.5%) Shares 48 (+433.3%) Est. Cost $82.49 Unrealized +4.7%
FDS FACTSET RESEARCH SYSTEM INC 0.0%
Value ($000) $16 (+26.0%) Shares 56 (+24.4%) Est. Cost $417.93 Unrealized -33.0%
MAA MID-AMERICA APARTMENT COMMUNIT 0.0%
Value ($000) $5 (+158.5%) Shares 39 (+160.0%) Est. Cost $140.79 Unrealized -5.5%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $4 (+362.5%) Shares 23 (+360.0%) Est. Cost $174.68 Unrealized +2.5%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $5 (+259.2%) Shares 43 (+330.0%) Est. Cost $113.29 Unrealized +2.1%
CG CARLYLE GROUP INC (THE) 0.0%
Value ($000) $6 (+134.4%) Shares 97 (+148.7%) Est. Cost $52.61 Unrealized +7.0%
PEN PENUMBRA INC COM 0.0%
Value ($000) $4 (+431.8%) Shares 13 (+333.3%) Est. Cost $274.88 Unrealized +0.5%
SHYG ISHARES 0-5 YEAR HIGH YIELD CO 0.0%
Value ($000) $429 (+0.8%) Shares 10,005 (+1.8%) Est. Cost $42.94 Unrealized
NGVT INGEVITY CORP/SH 0.0%
Value ($000) $3 (+2833.3%) Shares 55 (+2650.0%) Est. Cost $53.91 Unrealized +0.7%
BJ BJ'S WHOLESALE CLUB HOLDINGS I 0.0%
Value ($000) $4 (+671.3%) Shares 40 (+700.0%) Est. Cost $93.10 Unrealized -1.4%
AWI ARMSTRONG WORLD INDUSTRIES INC 0.0%
Value ($000) $9 (+52.7%) Shares 47 (+56.7%) Est. Cost $162.33 Unrealized +17.5%
CDNS CADENCE DESIGN SYSTEMS, INC. 0.0%
Value ($000) $73 (-4.0%) Shares 233 (+7.9%) Est. Cost $234.70 Unrealized +39.0%
RJF RAYMOND JAMES FINANCIAL, INC. 0.0%
Value ($000) $13 (+29.9%) Shares 81 (+39.7%) Est. Cost $155.17 Unrealized +3.7%
MSA MSA SAFETY INC/SH SH 0.0%
Value ($000) $4 (+434.7%) Shares 23 (+475.0%) Est. Cost $161.71 Unrealized +0.7%
WAT WATERS CORP 0.0%
Value ($000) $4 (+248.3%) Shares 11 (+175.0%) Est. Cost $374.95 Unrealized -1.9%
BRTR BLACKROCK ETF TRUST II 0.0%
Value ($000) $77 (+3.9%) Shares 1,523 (+4.4%) Est. Cost $50.45 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $518 (+0.6%) Shares 1,540 (+1.9%) Est. Cost $146.21 Unrealized +133.1%
BRKR BRUKER CORP/SH 0.0%
Value ($000) $4 (+258.1%) Shares 84 (+147.1%) Est. Cost $43.97 Unrealized -4.0%
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $3 (+476.8%) Shares 80 (+700.0%) Est. Cost $58.31 Unrealized +0.7%
XYL XYLEM INC 0.0%
Value ($000) $6 (+89.0%) Shares 43 (+104.8%) Est. Cost $133.36 Unrealized +7.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $28 (+10.7%) Shares 345 (+32.7%) Est. Cost $76.37 Unrealized +17.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $22 (+14.1%) Shares 193 (+4.9%) Est. Cost $101.23 Unrealized +5.2%
OC OWENS CORNING 0.0%
Value ($000) $3 (+358.5%) Shares 29 (+480.0%) Est. Cost $125.52 Unrealized -6.5%
HLN HALEON PLC ADR 0.0%
Value ($000) $5 (+87.8%) Shares 533 (+66.6%) Est. Cost $10.27 Unrealized
STEP STEPSTONE GRP I/SH CL A 0.0%
Value ($000) $3 (+346.3%) Shares 50 (+354.5%) Est. Cost $61.10 Unrealized +3.5%
IOT SAMSARA INC/SH CL A 0.0%
Value ($000) $6 (+69.8%) Shares 166 (+78.5%) Est. Cost $38.51 Unrealized +0.5%
AU ANGLOGOLD ASHANTI PLC 0.0%
Value ($000) $6 (+73.9%) Shares 66 (+43.5%) Est. Cost $47.45 Unrealized +63.3%
NXT NEXTPOWER INC. 0.0%
Value ($000) $4 (+114.5%) Shares 51 (+82.1%) Est. Cost $65.30 Unrealized +38.8%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $13 (+22.6%) Shares 58 (+26.1%) Est. Cost $187.97 Unrealized +29.9%
ALB ALBEMARLE CORP 0.0%
Value ($000) $5 (+106.7%) Shares 32 (+18.5%) Est. Cost $81.85 Unrealized +38.4%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $13 (+19.9%) Shares 120 (+3.4%) Est. Cost $94.66 Unrealized +6.8%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $3 (+519.6%) Shares 53 (+562.5%) Est. Cost $52.19 Unrealized -4.6%
BFAM BRIGHT HORIZONS FAMILY SOLUTIO 0.0%
Value ($000) $3 (+287.0%) Shares 29 (+314.3%) Est. Cost $105.56 Unrealized -4.4%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $3 (+188.3%) Shares 19 (+216.7%) Est. Cost $175.71 Unrealized +3.6%
ETR ENTERGY CORP 0.0%
Value ($000) $67 (+3.3%) Shares 726 (+4.2%) Est. Cost $79.76 Unrealized +18.5%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $2 (+649.8%) Shares 31 (+520.0%) Est. Cost $77.41 Unrealized
PTC PTC INC/SH SH 0.0%
Value ($000) $3 (+264.3%) Shares 17 (+325.0%) Est. Cost $182.57 Unrealized +1.8%
CIEN CIENA CORP 0.0%
Value ($000) $5 (+77.5%) Shares 21 (+10.5%) Est. Cost $90.00 Unrealized +115.6%
RL RALPH LAUREN CO/SH 0.0%
Value ($000) $5 (+75.4%) Shares 14 (+55.6%) Est. Cost $278.86 Unrealized +21.9%
JLL JONES LANG LASALLE INC. 0.0%
Value ($000) $8 (+35.4%) Shares 24 (+20.0%) Est. Cost $273.38 Unrealized +14.7%
RWR STATE STREET SPDR DOW JONES RE 0.0%
Value ($000) $258 (-0.8%) Shares 2,631 (+1.3%) Est. Cost $78.90 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $4 (+93.6%) Shares 51 (+112.5%) Est. Cost $93.19 Unrealized -6.9%
EQIX EQUINIX INC COM 0.0%
Value ($000) $13 (+18.8%) Shares 17 (+21.4%) Est. Cost $862.96 Unrealized -9.5%
AIZ ASSURANT INC/SH 0.0%
Value ($000) $3 (+189.2%) Shares 13 (+160.0%) Est. Cost $214.67 Unrealized +3.8%
BIIB BIOGEN INC 0.0%
Value ($000) $6 (+53.5%) Shares 33 (+22.2%) Est. Cost $143.03 Unrealized +14.2%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $3 (+220.0%) Shares 124 (+235.1%) Est. Cost $24.89 Unrealized -7.6%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $21 (+10.7%) Shares 138 (+5.3%) Est. Cost $151.68 Unrealized -3.1%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5 (+68.8%) Shares 58 (+61.1%) Est. Cost $81.25 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $19 (+11.0%) Shares 289 (+1.4%) Est. Cost $85.22 Unrealized -24.4%
COHR COHERENT CORP 0.0%
Value ($000) $4 (+99.9%) Shares 21 (+16.7%) Est. Cost $105.26 Unrealized +42.1%
FRT FEDERAL REALTY INVESTMENT TRUS 0.0%
Value ($000) $3 (+188.3%) Shares 29 (+190.0%) Est. Cost $97.21 Unrealized +0.2%
ETSY ETSY INC 0.0%
Value ($000) $3 (+256.5%) Shares 47 (+327.3%) Est. Cost $58.73 Unrealized +3.9%
CRBG COREBRIDGE FINANCIAL INC. 0.0%
Value ($000) $2 (+1155.9%) Shares 67 (+1240.0%) Est. Cost $30.62 Unrealized -0.2%
ALGM ALLEGRO MICROSYSTEMS INC. 0.0%
Value ($000) $2 (+631.8%) Shares 81 (+710.0%) Est. Cost $27.20 Unrealized +1.2%
BF/B BROWN FORMAN CORP CLASS B 0.0%
Value ($000) $2 (+280.9%) Shares 95 (+295.8%) Est. Cost $34.16 Unrealized -18.1%
MIDD MIDDLEBY CORP/SH 0.0%
Value ($000) $2 (+1353.4%) Shares 13 (+1200.0%) Est. Cost $133.24 Unrealized -1.5%
TTEK TETRA TECH INC 0.0%
Value ($000) $3 (+172.3%) Shares 84 (+171.0%) Est. Cost $33.72 Unrealized +0.3%
EXC EXELON CORP 0.0%
Value ($000) $8 (+28.9%) Shares 177 (+33.1%) Est. Cost $41.74 Unrealized +8.9%
FRPT FRESHPET INC/SH 0.0%
Value ($000) $2 (+606.5%) Shares 32 (+540.0%) Est. Cost $60.06 Unrealized -5.6%
DHI D R HORTON INC 0.0%
Value ($000) $14 (+12.6%) Shares 98 (+32.4%) Est. Cost $137.48 Unrealized +10.6%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $2 (+832.6%) Shares 9 (+800.0%) Est. Cost $173.58 Unrealized -2.4%
COR CENCORA INC COM 0.0%
Value ($000) $10 (+16.1%) Shares 29 (+7.4%) Est. Cost $263.47 Unrealized +29.3%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $2 (+329.9%) Shares 160 (+416.1%) Est. Cost $12.39 Unrealized -7.7%
MORN MORNINGSTAR INC 0.0%
Value ($000) $2 (+553.2%) Shares 7 (+600.0%) Est. Cost $230.62 Unrealized -6.1%
VST VISTRA CORP 0.0%
Value ($000) $8 (-14.1%) Shares 48 (+4.3%) Est. Cost $149.66 Unrealized +21.6%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $8 (+18.3%) Shares 134 (+21.8%) Est. Cost $52.57 Unrealized +6.1%
SRE SEMPRA COM 0.0%
Value ($000) $8 (+18.6%) Shares 87 (+20.8%) Est. Cost $74.70 Unrealized +21.2%
HAS HASBRO INC COM 0.0%
Value ($000) $2 (+310.0%) Shares 19 (+280.0%) Est. Cost $72.86 Unrealized +7.1%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $3 (+56.3%) Shares 34 (+47.8%) Est. Cost $92.02 Unrealized -0.6%
VOX VANGUARD COMMUNICATION SERVICE 0.0%
Value ($000) $8 (+17.9%) Shares 40 (+14.3%) Est. Cost $188.48 Unrealized
KD KYNDRYL HOLDING INC. 0.0%
Value ($000) $13 (-7.9%) Shares 501 (+4.2%) Est. Cost $31.23 Unrealized -13.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $3 (+50.4%) Shares 41 (+51.9%) Est. Cost $78.98 Unrealized -4.1%
IDA IDACORP INC/SH SH 0.0%
Value ($000) $67 (-1.6%) Shares 529 (+2.7%) Est. Cost $116.08 Unrealized +12.1%
TREX TREX CO., INC. 0.0%
Value ($000) $2 (+212.2%) Shares 46 (+360.0%) Est. Cost $45.78 Unrealized -11.6%
LH LABCORP HOLDINGS INC. 0.0%
Value ($000) $44 (+2.5%) Shares 176 (+17.3%) Est. Cost $227.35 Unrealized +16.6%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $2 (+157.6%) Shares 28 (+154.5%) Est. Cost $73.02 Unrealized -16.5%
CPNG COUPANG INC 0.0%
Value ($000) $4 (-19.5%) Shares 188 (+9.9%) Est. Cost $23.92 Unrealized +19.0%
MP MP MATERIALS CORP 0.0%
Value ($000) $4 (+36.7%) Shares 78 (+81.4%) Est. Cost $41.26 Unrealized +53.7%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $2 (+126.0%) Shares 2 (+100.0%) Est. Cost $662.49 Unrealized +39.3%
ELF E L F BEAUTY IN/SH 0.0%
Value ($000) $2 (+78.0%) Shares 31 (+210.0%) Est. Cost $94.77 Unrealized +3.9%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $14 (+7.6%) Shares 88 (+6.0%) Est. Cost $257.79 Unrealized -39.1%
POOL POOL CORPORATION COM 0.0%
Value ($000) $2 (+157.8%) Shares 7 (+250.0%) Est. Cost $284.49 Unrealized -8.8%
AVTR AVANTOR INC/SH 0.0%
Value ($000) $3 (+42.2%) Shares 285 (+54.9%) Est. Cost $15.64 Unrealized -21.3%
PWR QUANTA SERVICES INC COM 0.0%
Value ($000) $29 (+3.4%) Shares 68 (+1.5%) Est. Cost $290.86 Unrealized +51.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,620 (+0.1%) Shares 17,307 (+1.1%) Est. Cost $89.98 Unrealized +0.0%
EWJ ISHARES INC 0.0%
Value ($000) $10 (+9.3%) Shares 127 (+8.5%) Est. Cost $69.52 Unrealized
WRB BERKLEY WR CORP 0.0%
Value ($000) $11 (+9.0%) Shares 150 (+19.0%) Est. Cost $62.41 Unrealized +16.5%
MET METLIFE INC 0.0%
Value ($000) $163 (-0.5%) Shares 2,067 (+3.8%) Est. Cost $52.41 Unrealized +50.6%
DVN DEVON ENERGY 0.0%
Value ($000) $10 (+8.4%) Shares 280 (+3.7%) Est. Cost $38.52 Unrealized -9.8%
CBOE CBOE GLOBAL MARKETS INC. 0.0%
Value ($000) $1 (+155.6%) Shares 5 (+150.0%) Est. Cost $231.83 Unrealized +7.3%
CNH CNH INDUSTRIAL /SH VTG FPD 0.0%
Value ($000) $2 (+82.7%) Shares 172 (+115.0%) Est. Cost $11.05 Unrealized -9.6%
RDDT REDDIT INC 0.0%
Value ($000) $4 (+21.4%) Shares 17 (+21.4%) Est. Cost $132.90 Unrealized +58.2%
INVH INVITATION HOMES INC 0.0%
Value ($000) $3 (+36.2%) Shares 92 (+43.8%) Est. Cost $30.27 Unrealized -8.7%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $1 (+94.2%) Shares 20 (+33.3%) Est. Cost $48.35 Unrealized +18.6%
CDW CDW CORP 0.0%
Value ($000) $10 (-5.9%) Shares 77 (+10.0%) Est. Cost $174.75 Unrealized -15.9%
FOXA FOX CORP 0.0%
Value ($000) $2 (+52.4%) Shares 25 (+31.6%) Est. Cost $55.57 Unrealized +17.6%
AEE AMEREN CORP 0.0%
Value ($000) $5 (+15.3%) Shares 47 (+20.5%) Est. Cost $95.12 Unrealized +7.2%
FMC FMC CORP 0.0%
Value ($000) $1 (-52.9%) Shares 40 (+14.3%) Est. Cost $36.04 Unrealized -47.4%
NUVL NUVALENT INC 0.0%
Value ($000) $1 (+99.3%) Shares 12 (+71.4%) Est. Cost $85.34 Unrealized +15.5%
SEIC SEI INVESTMENTS COMPANY 0.0%
Value ($000) $80 (-0.7%) Shares 977 (+2.7%) Est. Cost $59.38 Unrealized +37.6%
INSM INSMED INC 0.0%
Value ($000) $2 (+55.3%) Shares 9 (+28.6%) Est. Cost $100.04 Unrealized +82.4%
FCN FTI CONSULTING INC 0.0%
Value ($000) $1 (+111.3%) Shares 6 (+100.0%) Est. Cost $165.47 Unrealized -0.4%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $29 (+1.9%) Shares 375 (+9.3%) Est. Cost $83.45 Unrealized -3.8%
CPT CAMDEN PROPERTY TRUST 0.0%
Value ($000) $3 (+23.7%) Shares 24 (+20.0%) Est. Cost $111.42 Unrealized -7.4%
NI NISOURCE INC 0.0%
Value ($000) $1 (+227.2%) Shares 17 (+240.0%) Est. Cost $41.16 Unrealized +3.6%
MAS MASCO CORP COM 0.0%
Value ($000) $5 (+11.9%) Shares 72 (+24.1%) Est. Cost $71.88 Unrealized -9.9%
EXPO EXPONENT INC 0.0%
Value ($000) $1 (+49.9%) Shares 21 (+50.0%) Est. Cost $70.66 Unrealized -0.9%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $4 (+14.3%) Shares 15 (+15.4%) Est. Cost $185.00 Unrealized +34.8%
HUN HUNTSMAN CORP 0.0%
Value ($000) $1 (+177.8%) Shares 75 (+150.0%) Est. Cost $10.99 Unrealized -16.7%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.0%
Value ($000) $94 (+0.5%) Shares 1,169 (+4.5%) Est. Cost $80.13 Unrealized +1.2%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $4 (+15.3%) Shares 60 (+9.1%) Est. Cost $60.02 Unrealized +1.2%
LKQ LKQ CORP 0.0%
Value ($000) $1 (+294.8%) Shares 20 (+300.0%) Est. Cost $32.09 Unrealized -6.6%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $1 (+73.9%) Shares 19 (+90.0%) Est. Cost $59.45 Unrealized -7.7%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $1 (+297.7%) Shares 140 (+460.0%) Est. Cost $4.50 Unrealized -11.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $1 (+48.8%) Shares 62 (+77.1%) Est. Cost $26.87 Unrealized -25.6%
COTY COTY INC 0.0%
Value ($000) $1 (+317.2%) Shares 165 (+450.0%) Est. Cost $4.11 Unrealized -11.6%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $1 (+73.3%) Shares 2 (+100.0%) Est. Cost $535.13 Unrealized -11.0%
ALV AUTOLIV INC 0.0%
Value ($000) $11 (-3.2%) Shares 96 (+1.1%) Est. Cost $93.71 Unrealized +27.4%
CME CME GROUP INC COM 0.0%
Value ($000) $10 (+4.0%) Shares 35 (+2.9%) Est. Cost $243.23 Unrealized +11.3%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $1 (+100.5%) Shares 10 (+100.0%) Est. Cost $63.03 Unrealized
CE CELANESE CORP 0.0%
Value ($000) $2 (+16.2%) Shares 59 (+15.7%) Est. Cost $59.40 Unrealized -31.3%
BRO BROWN & BROWN INC 0.0%
Value ($000) $3 (-10.2%) Shares 37 (+5.7%) Est. Cost $107.96 Unrealized -22.8%
KMI KINDER MORGAN INC 0.0%
Value ($000) $173 (+0.2%) Shares 6,297 (+3.2%) Est. Cost $16.50 Unrealized +63.1%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $6 (-5.5%) Shares 39 (+8.3%) Est. Cost $137.07 Unrealized +4.8%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $29 (+1.0%) Shares 46 (+2.2%) Est. Cost $381.95 Unrealized +62.7%
AMT AMERICAN TOWER CORP REIT 0.0%
Value ($000) $23 (+1.2%) Shares 133 (+10.8%) Est. Cost $194.18 Unrealized -7.2%
VICI VICI PPTYS INC 0.0%
Value ($000) $2 (-12.4%) Shares 67 (+1.5%) Est. Cost $29.16 Unrealized +0.5%
MAN MANPOWERGROUP INC WIS 0.0%
Value ($000) $0 (+134.7%) Shares 15 (+200.0%) Est. Cost $35.38 Unrealized -11.7%
SFNC SIMMONS 1ST NATL CORP 0.0%
Value ($000) $43 (-0.6%) Shares 2,283 (+1.1%) Est. Cost $21.64 Unrealized -14.4%
OKTA OKTA INC 0.0%
Value ($000) $5 (-4.2%) Shares 63 (+1.6%) Est. Cost $97.01 Unrealized -10.0%
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $1 (+27.4%) Shares 80 (+21.2%) Est. Cost $17.29 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $4 (+4.8%) Shares 22 (+4.8%) Est. Cost $206.11 Unrealized -6.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $62 (+0.2%) Shares 916 (+5.9%) Est. Cost $54.46 Unrealized +27.7%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1 (+12.6%) Shares 6 (+20.0%) Est. Cost $204.60 Unrealized -12.1%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $3 (+4.6%) Shares 44 (+4.8%) Est. Cost $61.39 Unrealized
ALAB ASTERA LABS INC 0.0%
Value ($000) $5 (-2.0%) Shares 30 (+15.4%) Est. Cost $102.48 Unrealized +63.2%
DTE DTE ENERGY CO 0.0%
Value ($000) $5 (+1.9%) Shares 38 (+11.8%) Est. Cost $124.81 Unrealized +8.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $1 (-7.7%) Shares 3 (+200.0%) Est. Cost $351.11 Unrealized -13.1%
FLUT FLUTTER ENTMT PLC 0.0%
Value ($000) $1 (+5.9%) Shares 5 (+25.0%) Est. Cost $252.19 Unrealized -10.8%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $1 (+6.8%) Shares 21 (+10.5%) Est. Cost $36.44 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $1 (-2.3%) Shares 40 (+60.0%) Est. Cost $39.15 Unrealized +5.2%
KBR KBR INC 0.0%
Value ($000) $0 (+2.1%) Shares 12 (+20.0%) Est. Cost $47.29 Unrealized -9.6%

Exited Positions (151)

SOUTHSTATE CORPORATION 0.0%
Value ($000) $755 Shares 7,638 Est. Cost $77.04 Unrealized
UNILEVER PLC 0.0%
Value ($000) $416 Shares 7,015 Est. Cost $47.44 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $182 Shares 1,247 Est. Cost $145.60 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $154 Shares 6,545 Est. Cost $23.56 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $77 Shares 870 Est. Cost $85.48 Unrealized
HTH HILLTOP HOLDINGS INC 0.0%
Value ($000) $51 Shares 1,540 Est. Cost $30.40 Unrealized +10.3%
STIP ISHARES TR 0.0%
Value ($000) $48 Shares 465 Est. Cost $103.36 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $48 Shares 800 Est. Cost $59.91 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $45 Shares 1,777 Est. Cost $25.31 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $45 Shares 500 Est. Cost $89.03 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS IN 0.0%
Value ($000) $35 Shares 901 Est. Cost $35.99 Unrealized
NUSC NUSHARES ETF TR 0.0%
Value ($000) $34 Shares 767 Est. Cost $44.10 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $30 Shares 480 Est. Cost $56.85 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $27 Shares 543 Est. Cost $50.40 Unrealized
REET ISHARES TR 0.0%
Value ($000) $21 Shares 821 Est. Cost $24.28 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $21 Shares 100 Est. Cost $153.10 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.71 Unrealized
GMF SPDR INDEX SHS FDS 0.0%
Value ($000) $14 Shares 103 Est. Cost $115.67 Unrealized
EME EMCOR GROUP, INC. 0.0%
Value ($000) $14 Shares 22 Est. Cost $431.82 Unrealized +49.9%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $14 Shares 978 Est. Cost $13.12 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $13 Shares 285 Est. Cost $51.94 Unrealized
FESM FID COVINGTON T/ENHANCED SMALL 0.0%
Value ($000) $12 Shares 333 Est. Cost $36.56 Unrealized
KRMD KORU MEDICAL SYSTEMS INC 0.0%
Value ($000) $11 Shares 3,000 Est. Cost $3.72 Unrealized +28.9%
BJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $11 Shares 235 Est. Cost $43.76 Unrealized
FJDMLX FIRST TRUST 11080 TECH SELECT 0.0%
Value ($000) $10 Shares 657 Est. Cost $15.30 Unrealized
AMCOR PLC 0.0%
Value ($000) $9 Shares 1,106 Est. Cost $9.28 Unrealized -11.1%
CIBR FIRST TRUST EXCHANGE-TRADED FU 0.0%
Value ($000) $8 Shares 104 Est. Cost $63.00 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $7 Shares 130 Est. Cost $38.80 Unrealized
FIRST TRUST PORTFOLIO UIT SERI 0.0%
Value ($000) $7 Shares 448 Est. Cost $14.88 Unrealized
ALLETE INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $64.23 Unrealized
NIO NIO INC 0.0%
Value ($000) $5 Shares 690 Est. Cost $7.34 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $5 Shares 2 Est. Cost $1984.94 Unrealized +5.8%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $5 Shares 64 Est. Cost $72.67 Unrealized
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.13 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $4 Shares 74 Est. Cost $59.69 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $4 Shares 87 Est. Cost $36.38 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $46.58 Unrealized +20.3%
SNY SANOFI SA 0.0%
Value ($000) $4 Shares 81 Est. Cost $47.20 Unrealized
SFM SPROUTS FARMERS MARKET INC 0.0%
Value ($000) $4 Shares 34 Est. Cost $150.27 Unrealized -40.3%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $4 Shares 101 Est. Cost $36.20 Unrealized +5.3%
IXUS ISHARES CORE INTL STOCK ETF 0.0%
Value ($000) $4 Shares 43 Est. Cost $82.58 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 510 Est. Cost $6.09 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $48.00 Unrealized -32.5%
CUSHMAN WAKEFIELD PLC 0.0%
Value ($000) $3 Shares 198 Est. Cost $10.22 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $3 Shares 24 Est. Cost $118.02 Unrealized +7.3%
AUR AURORA INNOVATION INC 0.0%
Value ($000) $3 Shares 558 Est. Cost $5.87 Unrealized -21.9%
AVUV AMERN CENTY ETF/AVANTIS U S SM 0.0%
Value ($000) $3 Shares 29 Est. Cost $99.52 Unrealized
QXO QXO INC 0.0%
Value ($000) $3 Shares 132 Est. Cost $20.71 Unrealized -7.4%
KELLANOVA 0.0%
Value ($000) $2 Shares 30 Est. Cost $80.02 Unrealized +3.3%
REV GROUP INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $31.60 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $2 Shares 84 Est. Cost $25.61 Unrealized +1.4%
VSLU ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $2 Shares 52 Est. Cost $39.15 Unrealized
BFLY BUTTERFLY NETWORK INC CL A 0.0%
Value ($000) $2 Shares 1,123 Est. Cost $2.98 Unrealized -8.7%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $152.40 Unrealized -17.5%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $46.42 Unrealized -13.6%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $2 Shares 54 Est. Cost $41.08 Unrealized -19.9%
FTDR FRONTDOOR INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $50.94 Unrealized +15.5%
BDN BRANDYWINE RLTY TR 0.0%
Value ($000) $2 Shares 408 Est. Cost $4.46 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $62.25 Unrealized -1.8%
CVI CVR ENERGY INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $19.54 Unrealized +74.3%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $63.23 Unrealized +32.4%
JBGS JBG SMITH PPTYS 0.0%
Value ($000) $2 Shares 70 Est. Cost $16.11 Unrealized
AN AUTONATION INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $178.41 Unrealized +16.6%
PEGA PEGASYSTEMS INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $44.47 Unrealized +31.7%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $1 Shares 30 Est. Cost $46.74 Unrealized -6.8%
WIX WIX COM LTD 0.0%
Value ($000) $1 Shares 8 Est. Cost $207.73 Unrealized -41.8%
KEX KIRBY CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $104.53 Unrealized -2.8%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $76.90 Unrealized +4.3%
LC LENDINGCLUB CORP 0.0%
Value ($000) $1 Shares 90 Est. Cost $13.41 Unrealized +31.7%
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $35.96 Unrealized -12.8%
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $438.30 Unrealized -6.3%
NUS NU SKIN ENTERPRISES INC 0.0%
Value ($000) $1 Shares 105 Est. Cost $7.11 Unrealized +45.0%
SM SM ENERGY CO 0.0%
Value ($000) $1 Shares 48 Est. Cost $27.65 Unrealized -27.6%
BSCT INVESCO EXCH TRD SLF IND 0.0%
Value ($000) $1 Shares 62 Est. Cost $18.69 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.15 Unrealized
BSCR INVESCO SLF INDEX FD TR 2027 C 0.0%
Value ($000) $1 Shares 59 Est. Cost $19.64 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $76.43 Unrealized -5.2%
INVESCO SLF INDEX FD TR 2025 C 0.0%
Value ($000) $1 Shares 55 Est. Cost $20.67 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.21 Unrealized +6.5%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $73.92 Unrealized -4.9%
DGII DIGI INTL INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $30.86 Unrealized +29.8%
CRDL CARDIOL THERAPEUTICS INC CL A 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.61 Unrealized +71.8%
ATRC ATRICURE INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.12 Unrealized -1.2%
ASLE AERSALE CORPORATION 0.0%
Value ($000) $1 Shares 125 Est. Cost $7.15 Unrealized -1.8%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $1 Shares 24 Est. Cost $49.54 Unrealized -23.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $76.22 Unrealized -12.7%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $1 Shares 15 Est. Cost $59.57 Unrealized +12.2%
WSR WHITESTONE REIT 0.0%
Value ($000) $1 Shares 79 Est. Cost $14.58 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $18.17 Unrealized +31.5%
BKU BANKUNITED INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.45 Unrealized +12.7%
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.65 Unrealized +24.2%
CNM CORE & MAIN INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $57.99 Unrealized -11.6%
DOX AMDOCS LTD 0.0%
Value ($000) $1 Shares 11 Est. Cost $85.71 Unrealized -6.8%
ACI ALBERTSONS COS INC 0.0%
Value ($000) $1 Shares 51 Est. Cost $20.23 Unrealized -12.8%
EVER EVERQUOTE INC 0.0%
Value ($000) $1 Shares 39 Est. Cost $22.90 Unrealized +5.8%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $1 Shares 17 Est. Cost $50.65 Unrealized -20.0%
PBH PRESTIGE CONSMR HEALTHCARE I 0.0%
Value ($000) $1 Shares 14 Est. Cost $82.02 Unrealized -25.4%
HTZWW HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $1 Shares 226 Est. Cost $3.72 Unrealized
BSCV INVESCO EXCH TRD 0.0%
Value ($000) $1 Shares 50 Est. Cost $16.54 Unrealized
BSCS INVESCO EXCHANGE-TRD SLF IDX 0.0%
Value ($000) $1 Shares 40 Est. Cost $20.50 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $75.46 Unrealized -2.0%
GSLC GOLDMAN SACHS TR ACTIVEBETA US 0.0%
Value ($000) $1 Shares 6 Est. Cost $121.33 Unrealized
TEX TEREX CORP NEW 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.66 Unrealized +15.7%
CROX CROCS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $103.63 Unrealized -19.3%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.81 Unrealized +29.1%
AKR ACADIA RLTY TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $20.96 Unrealized
INFORMATICA INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $17.47 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 12 Est. Cost $57.58 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.07 Unrealized +58.2%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.79 Unrealized -45.0%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $21.24 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $48.18 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $144.26 Unrealized -12.2%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $1 Shares 5 Est. Cost $99.53 Unrealized +21.2%
ERIE ERIE INDTY CO 0.0%
Value ($000) $1 Shares 2 Est. Cost $398.18 Unrealized -25.1%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $1 Shares 85 Est. Cost $9.14 Unrealized -13.8%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $24.61 Unrealized -68.2%
BKH BLACK HILLS CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.47 Unrealized +17.7%
RH RH 0.0%
Value ($000) $1 Shares 3 Est. Cost $346.20 Unrealized -50.6%
S SENTINELONE INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $21.70 Unrealized -24.5%
GO GROCERY OUTLET HLDG CORP 0.0%
Value ($000) $1 Shares 35 Est. Cost $14.22 Unrealized -11.5%
WEN WENDYS CO 0.0%
Value ($000) $1 Shares 60 Est. Cost $11.86 Unrealized -27.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.81 Unrealized -1.8%
BSCQ INVESCO SLF INDEX FD TR 2026 C 0.0%
Value ($000) $1 Shares 27 Est. Cost $19.52 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $94.46 Unrealized -31.4%
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $15.14 Unrealized -47.8%
TENB TENABLE HLDGS INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $31.23 Unrealized -12.5%
EXP EAGLE MATLS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $236.06 Unrealized -6.6%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $0 Shares 5 Est. Cost $75.30 Unrealized +9.4%
ARKX ARK ETF TR 0.0%
Value ($000) $0 Shares 16 Est. Cost $28.56 Unrealized
AD ARRAY DIGITAL INFRASTRUCTURE 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.49 Unrealized +9.2%
GSHD GOOSEHEAD INS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $112.20 Unrealized -36.5%
SENSEONICS HLDGS INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $3.00 Unrealized
APTV APTIV PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $63.38 Unrealized +26.7%
TRU TRANSUNION 0.0%
Value ($000) $0 Shares 5 Est. Cost $90.89 Unrealized -9.7%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $0 Shares 15 Est. Cost $31.67 Unrealized -29.0%
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.87 Unrealized -3.2%
JHX JAMES HARDIE INDS PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $23.95 Unrealized -16.3%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $196.30 Unrealized -27.0%
ACNT ASCENT INDUSTRIES CO 0.0%
Value ($000) $0 Shares 27 Est. Cost $12.61 Unrealized +9.1%
RKT ROCKET COS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $12.94 Unrealized +38.2%
FIVN FIVE9 INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.67 Unrealized -42.1%
ASH ASHLAND INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $54.67 Unrealized -3.8%
HTZ HERTZ GLOBAL HLDGS INC 0.0%
Value ($000) $0 Shares 32 Est. Cost $6.42 Unrealized -15.0%
COUR COURSERA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.94 Unrealized +9.7%
BHVN BIOHAVEN LTD 0.0%
Value ($000) $0 Shares 3 Est. Cost $35.26 Unrealized -64.9%
NLOP NET LEASE OFFICE PROPERTIES 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.44 Unrealized
MAC MACERICH CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.00 Unrealized
PACK RANPAK HOLDINGS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $6.58 Unrealized -20.1%
MURAL ONCOLOGY 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.33 Unrealized
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $12.75 Unrealized -99.8%

Decreased Positions (396)

ORCL ORACLE CORPORATION COM 1.5%
Value ($000) $33,707 (-32.0%) Shares 172,936 (-1.9%) Est. Cost $90.70 Unrealized +162.5%
SGOV ISHARES TR/ISHARES 0-3 MNTH TR 0.6%
Value ($000) $12,665 (-39.7%) Shares 126,171 (-39.5%) Est. Cost $100.38 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 2.6%
Value ($000) $59,193 (+8.8%) Shares 1,792,640 (-2.4%) Est. Cost $14.40 Unrealized
GOOGL ALPHABET INC CL A 0.9%
Value ($000) $19,755 (+26.5%) Shares 63,114 (-1.8%) Est. Cost $120.75 Unrealized +136.5%
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $15,300 (-19.7%) Shares 34,372 (-10.1%) Est. Cost $377.74 Unrealized +22.3%
LLY ELI LILLY & CO. 0.5%
Value ($000) $12,173 (+38.3%) Shares 11,327 (-1.8%) Est. Cost $214.05 Unrealized +346.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $11,928 (-18.2%) Shares 158,929 (-20.1%) Est. Cost $66.34 Unrealized
DHR DANAHER CORP 1.0%
Value ($000) $22,550 (+13.0%) Shares 98,506 (-2.1%) Est. Cost $72.30 Unrealized +203.7%
VONE VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $7,362 (-25.7%) Shares 23,824 (-27.3%) Est. Cost $253.86 Unrealized
DFUS DIMENSIONAL ETF TRUST 1.3%
Value ($000) $28,920 (-8.0%) Shares 389,912 (-10.1%) Est. Cost $60.48 Unrealized
PYPL PAYPAL HOLDINGS INC 0.2%
Value ($000) $3,894 (-35.1%) Shares 66,694 (-25.5%) Est. Cost $66.86 Unrealized -3.0%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $5,875 (-24.3%) Shares 109,145 (-12.1%) Est. Cost $33.12 Unrealized +72.3%
FISV FISERV INC 0.1%
Value ($000) $1,716 (-52.3%) Shares 25,548 (-8.5%) Est. Cost $61.78 Unrealized +35.8%
SHY ISHARES BARCLAYS 1-3 YEAR TR E 1.5%
Value ($000) $33,309 (-4.9%) Shares 402,186 (-4.7%) Est. Cost $83.97 Unrealized
LNG CHENIERE ENERGY INC COM 0.3%
Value ($000) $6,834 (-19.4%) Shares 35,158 (-2.5%) Est. Cost $183.77 Unrealized +14.3%
ADBE ADOBE INC 0.8%
Value ($000) $17,477 (-7.9%) Shares 49,937 (-7.2%) Est. Cost $287.36 Unrealized +18.3%
PG PROCTER & GAMBLE COMPANY 0.5%
Value ($000) $10,656 (-9.7%) Shares 74,353 (-3.1%) Est. Cost $66.44 Unrealized +121.5%
BSV VANGUARD SHORT TERM BOND ETF 0.6%
Value ($000) $14,232 (-7.3%) Shares 180,586 (-7.2%) Est. Cost $80.26 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF 0.2%
Value ($000) $5,321 (-16.1%) Shares 8,485 (-18.1%) Est. Cost $513.61 Unrealized
ACN ACCENTURE PLC ADR 0.4%
Value ($000) $8,959 (-8.3%) Shares 33,393 (-15.7%) Est. Cost $304.61 Unrealized -16.6%
V VISA INC 2.5%
Value ($000) $56,624 (+1.4%) Shares 161,455 (-1.3%) Est. Cost $225.25 Unrealized +51.1%
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1,758 (-28.6%) Shares 8,657 (-15.8%) Est. Cost $209.35 Unrealized +0.9%
NOBL PROSHARES TR 0.0%
Value ($000) $766 (-45.5%) Shares 7,358 (-46.0%) Est. Cost $102.18 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1,872 (-24.0%) Shares 13,568 (-25.8%) Est. Cost $230.31 Unrealized -40.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,517 (-28.0%) Shares 7,211 (-30.3%) Est. Cost $154.73 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $8,160 (+7.3%) Shares 39,430 (-3.8%) Est. Cost $91.40 Unrealized +115.6%
RSG REPUBLIC SERVICES INC 0.3%
Value ($000) $5,656 (-8.7%) Shares 26,690 (-1.1%) Est. Cost $65.85 Unrealized +225.9%
ELV ELEVANCE HEALTH INC 0.5%
Value ($000) $12,087 (+4.7%) Shares 34,480 (-3.5%) Est. Cost $154.81 Unrealized +117.5%
PEP PEPSICO INC 0.1%
Value ($000) $3,332 (-13.4%) Shares 23,216 (-15.3%) Est. Cost $101.95 Unrealized +43.1%
IGSB ISHARES 1-5Y INV GRADE CORP ET 0.2%
Value ($000) $4,191 (-10.9%) Shares 79,248 (-10.6%) Est. Cost $54.77 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $2,070 (-19.8%) Shares 20,627 (-19.5%) Est. Cost $101.15 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $3,195 (+18.8%) Shares 30,349 (-5.3%) Est. Cost $51.10 Unrealized +82.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,005 (-19.2%) Shares 34,770 (-7.4%) Est. Cost $29.59 Unrealized +100.6%
PFF ISHARES PREFERRED & INCOME SEC 0.1%
Value ($000) $2,298 (-17.0%) Shares 74,212 (-15.2%) Est. Cost $37.20 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,611 (-21.8%) Shares 32,205 (-11.1%) Est. Cost $52.85 Unrealized +1.6%
FCNCA FIRST CITIZENS BANCSHARES INC 0.1%
Value ($000) $3,191 (+15.5%) Shares 1,487 (-3.8%) Est. Cost $1392.36 Unrealized +35.3%
UNP UNION PAC CORP 0.6%
Value ($000) $12,339 (-3.3%) Shares 53,340 (-1.2%) Est. Cost $125.45 Unrealized +81.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $3,894 (-9.3%) Shares 12,740 (-9.8%) Est. Cost $147.10 Unrealized +107.4%
HELO JP MORGAN HEDGED EQUITY ETF 0.4%
Value ($000) $9,710 (-3.9%) Shares 146,176 (-6.0%) Est. Cost $59.77 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $5,340 (-6.7%) Shares 45,560 (-1.5%) Est. Cost $53.83 Unrealized +125.8%
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $2,479 (-13.3%) Shares 15,457 (-12.3%) Est. Cost $65.12 Unrealized +135.8%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $5,750 (+6.9%) Shares 74,651 (-5.1%) Est. Cost $18.74 Unrealized +293.7%
JCPB J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $19,051 (-1.8%) Shares 402,337 (-1.4%) Est. Cost $47.04 Unrealized
NKE NIKE INC CLASS B COM 0.1%
Value ($000) $2,510 (-12.1%) Shares 39,398 (-3.8%) Est. Cost $74.41 Unrealized -12.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $269 (-55.8%) Shares 932 (-54.0%) Est. Cost $185.25 Unrealized +55.8%
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,383 (-19.1%) Shares 54,942 (-19.1%) Est. Cost $24.75 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $2,701 (-10.5%) Shares 30,976 (-2.7%) Est. Cost $41.10 Unrealized +121.1%
DFAI DIMENSIONAL ETF TRUST 0.8%
Value ($000) $18,108 (-1.7%) Shares 475,153 (-6.2%) Est. Cost $31.23 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $8,954 (+3.5%) Shares 74,406 (-3.0%) Est. Cost $71.95 Unrealized +60.5%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $2,146 (-12.3%) Shares 11,002 (-5.4%) Est. Cost $78.09 Unrealized +149.7%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $2,598 (-10.3%) Shares 96,526 (-12.2%) Est. Cost $22.09 Unrealized
KRG KITE REALTY GROUP TRUST REIT 0.0%
Value ($000) $144 (-66.7%) Shares 6,000 (-69.0%) Est. Cost $21.06 Unrealized
AVGO BROADCOM INC 3.4%
Value ($000) $77,057 (+0.4%) Shares 222,645 (-4.3%) Est. Cost $146.27 Unrealized +144.1%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $1,884 (-13.2%) Shares 5,706 (-9.2%) Est. Cost $329.38 Unrealized +2.4%
CMCSA COMCAST CORP-CL A 0.0%
Value ($000) $320 (-46.0%) Shares 10,695 (-43.3%) Est. Cost $27.03 Unrealized +5.6%
EOG EOG RES INC 0.0%
Value ($000) $952 (-21.6%) Shares 9,069 (-16.3%) Est. Cost $69.85 Unrealized +53.5%
NVO NOVO NORDISK AS SPONS ADR 0.1%
Value ($000) $2,392 (-9.8%) Shares 47,013 (-1.7%) Est. Cost $84.49 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $660 (-26.6%) Shares 5,884 (-17.1%) Est. Cost $103.17 Unrealized +13.0%
LDRX RBB FD INC 0.0%
Value ($000) $144 (-62.3%) Shares 4,386 (-63.4%) Est. Cost $29.59 Unrealized
VCRB VANGUARD MALVERN FDS 0.0%
Value ($000) $785 (-23.0%) Shares 10,084 (-22.4%) Est. Cost $77.43 Unrealized
CRM SALESFORCE INC. 0.2%
Value ($000) $4,138 (+5.9%) Shares 15,619 (-5.3%) Est. Cost $155.22 Unrealized +59.9%
VEA VANGUARD FTSE DEVELOPED MARKET 0.3%
Value ($000) $6,507 (-3.2%) Shares 104,166 (-7.1%) Est. Cost $46.42 Unrealized
MOS THE MOSAIC COMPANY 0.0%
Value ($000) $383 (-35.5%) Shares 15,890 (-7.1%) Est. Cost $24.59 Unrealized +8.8%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $51 (-79.9%) Shares 1,800 (-80.3%) Est. Cost $23.43 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value ($000) $3,825 (-5.1%) Shares 8,081 (-6.0%) Est. Cost $248.96 Unrealized
VTV VANGUARD VALUE ETF 0.6%
Value ($000) $12,591 (-1.5%) Shares 65,924 (-3.8%) Est. Cost $170.10 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,208 (-13.5%) Shares 29,668 (-6.6%) Est. Cost $34.63 Unrealized +16.9%
USB US BANCORP 0.1%
Value ($000) $2,275 (+8.4%) Shares 42,626 (-1.8%) Est. Cost $34.77 Unrealized +40.1%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $2,626 (+7.2%) Shares 5,625 (-2.1%) Est. Cost $325.76 Unrealized +42.3%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $1,143 (-13.0%) Shares 13,631 (-9.1%) Est. Cost $69.38 Unrealized +22.9%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $555 (-22.1%) Shares 11,045 (-22.4%) Est. Cost $49.38 Unrealized
COF CAPITAL ONE FINANCIAL 0.1%
Value ($000) $1,391 (+12.3%) Shares 5,738 (-1.5%) Est. Cost $108.47 Unrealized +104.8%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $583 (-20.4%) Shares 3,359 (-15.8%) Est. Cost $126.83 Unrealized +34.6%
QUAL ISHARES TR 0.0%
Value ($000) $629 (-19.2%) Shares 3,168 (-20.8%) Est. Cost $170.89 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $1,531 (-8.3%) Shares 5,832 (-4.3%) Est. Cost $170.47 Unrealized +55.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $406 (-25.3%) Shares 5,945 (-1.9%) Est. Cost $63.17 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $792 (-14.5%) Shares 3,216 (-9.4%) Est. Cost $142.40 Unrealized +73.8%
T AT & T INC 0.0%
Value ($000) $606 (-18.0%) Shares 24,379 (-6.7%) Est. Cost $17.21 Unrealized +46.9%
UPS UNITED PARCEL SVC INC CL B 0.0%
Value ($000) $222 (-36.7%) Shares 2,237 (-46.7%) Est. Cost $76.90 Unrealized +20.6%
IWP ISHARES RUSSELL MIDCAP GRWTH E 0.0%
Value ($000) $655 (-16.2%) Shares 4,785 (-12.9%) Est. Cost $105.41 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $319 (-28.4%) Shares 12,796 (-26.8%) Est. Cost $23.46 Unrealized +6.7%
EMR EMERSON ELECTRIC 0.3%
Value ($000) $6,612 (-1.9%) Shares 49,816 (-3.0%) Est. Cost $52.69 Unrealized +151.2%
ESGD ISHARES TR 0.0%
Value ($000) $66 (-65.6%) Shares 697 (-66.3%) Est. Cost $81.69 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $669 (-15.8%) Shares 11,412 (-12.1%) Est. Cost $54.38 Unrealized +9.9%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $176 (-40.4%) Shares 5,396 (-41.7%) Est. Cost $25.04 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ET 0.1%
Value ($000) $1,511 (-7.2%) Shares 20,034 (-9.7%) Est. Cost $59.24 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $356 (-24.5%) Shares 3,477 (-22.5%) Est. Cost $100.93 Unrealized -0.8%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $722 (-13.4%) Shares 7,051 (-13.2%) Est. Cost $103.41 Unrealized -1.2%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $625 (-14.3%) Shares 5,420 (-16.4%) Est. Cost $47.42 Unrealized +148.2%
IMTM ISHARES TR 0.0%
Value ($000) $64 (-60.9%) Shares 1,335 (-60.9%) Est. Cost $39.94 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $28 (-78.1%) Shares 461 (-77.0%) Est. Cost $64.63 Unrealized -8.8%
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $1 (-99.2%) Shares 17 (-99.1%) Est. Cost $52.92 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $680 (-12.3%) Shares 25,917 (-14.0%) Est. Cost $21.53 Unrealized
MUB ISHARES NATIONAL MUNI ETF 0.0%
Value ($000) $98 (-47.7%) Shares 911 (-48.0%) Est. Cost $104.89 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $1,642 (+5.5%) Shares 8,952 (-3.7%) Est. Cost $63.71 Unrealized +172.1%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,211 (+7.6%) Shares 22,459 (-10.0%) Est. Cost $39.79 Unrealized +19.5%
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $465 (-15.1%) Shares 12,894 (-14.9%) Est. Cost $30.80 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $1,149 (+7.7%) Shares 6,376 (-8.9%) Est. Cost $88.56 Unrealized +88.1%
SMR NUSCALE POWER CORPORATION 0.0%
Value ($000) $5 (-94.3%) Shares 331 (-85.6%) Est. Cost $23.26 Unrealized +22.9%
ITOT ISHARES TR 0.0%
Value ($000) $139 (-35.9%) Shares 938 (-37.2%) Est. Cost $120.57 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV A 0.0%
Value ($000) $30 (-72.1%) Shares 695 (-68.4%) Est. Cost $58.39 Unrealized -23.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $80 (-49.0%) Shares 1,711 (-44.7%) Est. Cost $57.79 Unrealized -17.9%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $207 (-26.2%) Shares 6,320 (-27.8%) Est. Cost $26.92 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $882 (-7.6%) Shares 4,218 (-7.5%) Est. Cost $88.70 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $1,607 (+4.7%) Shares 29,099 (-7.1%) Est. Cost $51.86 Unrealized +0.0%
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $0 (-99.9%) Shares 1 (-99.9%) Est. Cost $88.65 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $111 (-39.2%) Shares 1,245 (-34.0%) Est. Cost $101.83 Unrealized -10.5%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $198 (-26.1%) Shares 6,582 (-27.1%) Est. Cost $26.20 Unrealized
SHW SHERWIN-WILLIAMS CO 0.0%
Value ($000) $697 (-8.8%) Shares 2,151 (-2.6%) Est. Cost $309.48 Unrealized +8.0%
MDT MEDTRONIC PLC ADR 0.0%
Value ($000) $105 (-38.6%) Shares 1,089 (-39.1%) Est. Cost $85.21 Unrealized +14.0%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $77 (-45.0%) Shares 2,603 (-45.9%) Est. Cost $26.66 Unrealized
CADE CADENCE BK/SH 0.1%
Value ($000) $2,270 (+2.7%) Shares 52,995 (-10.0%) Est. Cost $35.60 Unrealized +10.7%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $445 (-10.6%) Shares 3,409 (-4.7%) Est. Cost $82.85 Unrealized +60.8%
DFAE DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,961 (-1.3%) Shares 121,614 (-4.5%) Est. Cost $25.89 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $359 (-12.5%) Shares 5,343 (-14.2%) Est. Cost $53.96 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $999 (+5.4%) Shares 8,141 (-4.7%) Est. Cost $53.04 Unrealized +127.9%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $244 (-17.3%) Shares 8,959 (-20.0%) Est. Cost $26.50 Unrealized
IJK ISHARES S&P MIDCAP 400/GRWTH E 0.0%
Value ($000) $716 (-6.6%) Shares 7,388 (-7.6%) Est. Cost $93.04 Unrealized
AXON AXON ENTERPRISE 0.0%
Value ($000) $173 (-22.4%) Shares 305 (-1.9%) Est. Cost $384.85 Unrealized +61.2%
TECK TECK RESOURCES LTD CL B ADR 0.0%
Value ($000) $1 (-98.1%) Shares 20 (-98.3%) Est. Cost $36.34 Unrealized +19.2%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $877 (-5.2%) Shares 17,358 (-5.3%) Est. Cost $49.74 Unrealized
DEO DIAGEO PLC ADR 0.0%
Value ($000) $193 (-19.9%) Shares 2,233 (-11.4%) Est. Cost $124.49 Unrealized
SHV ETF ISHARES SHORT TREASURY BON 0.0%
Value ($000) $102 (-31.5%) Shares 929 (-31.3%) Est. Cost $110.36 Unrealized
VSS VANGUARD FTSE ALL WORLD X-US S 0.0%
Value ($000) $763 (-5.8%) Shares 5,326 (-6.3%) Est. Cost $102.87 Unrealized
SPTI ST STR SPDR PORT INTER TERM TR 0.0%
Value ($000) $50 (-47.3%) Shares 1,741 (-47.2%) Est. Cost $28.89 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $888 (-4.7%) Shares 8,052 (-3.5%) Est. Cost $60.89 Unrealized +80.4%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $11 (-80.0%) Shares 137 (-81.5%) Est. Cost $66.94 Unrealized +14.4%
AOR ISHARES TR 0.0%
Value ($000) $351 (-10.6%) Shares 5,406 (-11.4%) Est. Cost $57.24 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $14 (-74.2%) Shares 321 (-74.7%) Est. Cost $35.25 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $2,475 (-1.6%) Shares 11,686 (-3.0%) Est. Cost $131.98 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $968 (+4.3%) Shares 7,022 (-3.0%) Est. Cost $84.51 Unrealized
FNDF SCHWAB STRATEGIC TR SCHWAB 0.0%
Value ($000) $504 (-7.1%) Shares 11,144 (-11.8%) Est. Cost $36.14 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $129 (-22.4%) Shares 1,045 (-24.0%) Est. Cost $89.89 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $25 (-57.7%) Shares 37 (-54.9%) Est. Cost $344.61 Unrealized +82.8%
ZTS ZOETIS INC 0.0%
Value ($000) $14 (-69.3%) Shares 112 (-64.3%) Est. Cost $165.71 Unrealized -21.4%
MINO PIMCO ETF TR 0.0%
Value ($000) $52 (-38.1%) Shares 1,140 (-38.1%) Est. Cost $44.73 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $96 (-24.7%) Shares 175 (-25.8%) Est. Cost $103.38 Unrealized +439.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $41 (-43.6%) Shares 1,447 (-50.9%) Est. Cost $25.41 Unrealized +3.5%
MMM 3M CO 0.0%
Value ($000) $997 (-3.1%) Shares 6,225 (-6.0%) Est. Cost $98.48 Unrealized +65.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $280 (-10.1%) Shares 3,786 (-1.8%) Est. Cost $50.88 Unrealized +53.9%
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $1,319 (-2.1%) Shares 15,993 (-4.3%) Est. Cost $69.75 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.2%
Value ($000) $4,703 (+0.6%) Shares 7,655 (-1.7%) Est. Cost $345.75 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS 0.0%
Value ($000) $26 (-52.4%) Shares 1,155 (-47.5%) Est. Cost $21.26 Unrealized -0.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $151 (+22.9%) Shares 734 (-6.1%) Est. Cost $109.99 Unrealized +70.7%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $29 (-48.6%) Shares 364 (-12.1%) Est. Cost $73.83 Unrealized +43.8%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $2,302 (-1.2%) Shares 27,966 (-5.3%) Est. Cost $68.90 Unrealized
HPQ HP INC 0.0%
Value ($000) $46 (-37.1%) Shares 2,066 (-23.1%) Est. Cost $26.55 Unrealized -4.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $15 (-64.6%) Shares 228 (-64.3%) Est. Cost $54.87 Unrealized +11.8%
PRK PARK NATIONAL CORP COM 0.0%
Value ($000) $262 (-9.0%) Shares 1,720 (-2.8%) Est. Cost $106.18 Unrealized +48.3%
SPOT SPOTIFY TECHNOLOGY SA ADR 0.0%
Value ($000) $112 (-18.1%) Shares 193 (-1.5%) Est. Cost $612.96 Unrealized +2.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $451 (-5.1%) Shares 2,206 (-6.4%) Est. Cost $108.44 Unrealized +86.0%
GRMN GARMIN LTD 0.0%
Value ($000) $104 (-18.9%) Shares 513 (-1.5%) Est. Cost $198.34 Unrealized +9.3%
DOW DOW INC 0.0%
Value ($000) $185 (-11.5%) Shares 7,908 (-13.3%) Est. Cost $35.99 Unrealized -36.7%
F FORD MOTOR CO DEL 0.0%
Value ($000) $128 (-15.8%) Shares 9,732 (-23.2%) Est. Cost $8.55 Unrealized +50.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $159 (-12.4%) Shares 644 (-3.3%) Est. Cost $257.07 Unrealized -2.1%
CPRT COPART INC 0.0%
Value ($000) $7 (-75.7%) Shares 170 (-72.0%) Est. Cost $56.28 Unrealized -26.3%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $14 (-59.0%) Shares 116 (-62.3%) Est. Cost $80.81 Unrealized +42.1%
GABC GERMAN AMERN BANCORP INC 0.0%
Value ($000) $11 (-61.1%) Shares 290 (-61.0%) Est. Cost $38.10 Unrealized +2.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $91 (-16.4%) Shares 919 (-20.2%) Est. Cost $85.39 Unrealized +12.6%
IVE ISHARES TR 0.0%
Value ($000) $903 (-1.9%) Shares 4,256 (-4.5%) Est. Cost $192.47 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $101 (-14.7%) Shares 535 (-7.0%) Est. Cost $175.04 Unrealized +7.5%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $1,088 (+1.6%) Shares 22,108 (-5.6%) Est. Cost $42.63 Unrealized +7.4%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $128 (-11.5%) Shares 3,902 (-9.9%) Est. Cost $27.57 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $10 (-63.2%) Shares 114 (-68.7%) Est. Cost $58.57 Unrealized +30.3%
DVY ISHARES DJ SELECT DIVIDEND ETF 0.0%
Value ($000) $616 (-2.5%) Shares 4,366 (-1.8%) Est. Cost $94.76 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $2 (-89.0%) Shares 18 (-88.0%) Est. Cost $104.23 Unrealized +5.8%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $78 (+24.0%) Shares 584 (-3.5%) Est. Cost $90.45 Unrealized +23.3%
EVRG EVERGY INC 0.0%
Value ($000) $5 (-75.5%) Shares 64 (-74.3%) Est. Cost $63.12 Unrealized +19.5%
DKS DICKS SPORTING GOODS, INC. 0.0%
Value ($000) $8 (-64.9%) Shares 39 (-60.6%) Est. Cost $205.48 Unrealized +5.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $9 (-61.1%) Shares 11 (-54.2%) Est. Cost $678.33 Unrealized +27.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $694 (-2.0%) Shares 3,576 (-5.4%) Est. Cost $194.99 Unrealized -2.8%
EFAV ISHARES TR 0.0%
Value ($000) $85 (-13.7%) Shares 984 (-15.1%) Est. Cost $77.92 Unrealized
DIAL COLUMBIA ETF TR I 0.0%
Value ($000) $47 (-22.1%) Shares 2,578 (-21.7%) Est. Cost $17.88 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $11 (-55.7%) Shares 54 (-51.8%) Est. Cost $122.49 Unrealized +72.7%
WSM WILLIAMS-SONOMA, INC. 0.0%
Value ($000) $3 (-82.7%) Shares 15 (-81.0%) Est. Cost $190.81 Unrealized -1.9%
DASH DOORDASH INC 0.0%
Value ($000) $12 (-49.8%) Shares 53 (-39.8%) Est. Cost $185.30 Unrealized +26.6%
FNDB SCHWAB STRATEGIC TR 0.0%
Value ($000) $78 (-12.7%) Shares 2,938 (-15.5%) Est. Cost $23.02 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $80 (-12.4%) Shares 1,087 (-2.1%) Est. Cost $26.75 Unrealized +182.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $64 (+21.4%) Shares 299 (-8.3%) Est. Cost $107.87 Unrealized +108.2%
FMDE FID COVINGTON T/ENHANCED MID C 0.0%
Value ($000) $49 (-18.7%) Shares 1,342 (-19.3%) Est. Cost $34.41 Unrealized
PSTG PURE STORAGE IN/SH CL B 0.0%
Value ($000) $35 (-24.1%) Shares 527 (-5.0%) Est. Cost $51.60 Unrealized +61.9%
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3 (-78.9%) Shares 32 (-80.2%) Est. Cost $71.56 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,113 (-1.0%) Shares 2,809 (-11.2%) Est. Cost $196.02 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $21 (-33.6%) Shares 190 (-15.9%) Est. Cost $41.97 Unrealized +209.9%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $112 (+10.3%) Shares 52 (-1.9%) Est. Cost $1357.83 Unrealized +49.2%
ODFL OLD DOMINION FREIGHT LINE INC 0.0%
Value ($000) $4 (-70.5%) Shares 27 (-73.5%) Est. Cost $180.58 Unrealized -20.7%
TT TRANE TECHNOLOGIES PLC ADR 0.0%
Value ($000) $70 (-12.2%) Shares 180 (-4.8%) Est. Cost $269.38 Unrealized +53.5%
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $0 (-98.3%) Shares 12 (-97.7%) Est. Cost $14.51 Unrealized +7.3%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $14 (-40.1%) Shares 326 (-40.8%) Est. Cost $43.97 Unrealized -6.4%
CRWD CROWDSTRIKE HOLDINGS INC CL A 0.0%
Value ($000) $128 (-6.8%) Shares 273 (-2.5%) Est. Cost $280.69 Unrealized +81.4%
SLB SLB LIMITED 0.0%
Value ($000) $33 (-21.1%) Shares 856 (-29.4%) Est. Cost $37.94 Unrealized -4.9%
MSTR STRATEGY INC 0.0%
Value ($000) $3 (-73.2%) Shares 21 (-43.2%) Est. Cost $318.96 Unrealized -27.8%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $43 (+25.5%) Shares 843 (-3.1%) Est. Cost $38.01 Unrealized +14.0%
EXEL EXELIXIS INC 0.0%
Value ($000) $2 (-84.0%) Shares 37 (-85.0%) Est. Cost $35.85 Unrealized +15.4%
IJS ISHARES S&P SMALLCAP 600/VAL E 0.0%
Value ($000) $345 (-2.4%) Shares 3,033 (-5.1%) Est. Cost $102.55 Unrealized
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $28 (-22.6%) Shares 377 (-24.0%) Est. Cost $57.42 Unrealized +25.3%
SCHF SCHWAB STRATEGIC TR INTL EQUIT 0.0%
Value ($000) $138 (-5.6%) Shares 5,746 (-8.6%) Est. Cost $20.67 Unrealized
MUSA MURPHY USA INC 0.0%
Value ($000) $221 (-3.5%) Shares 547 (-7.1%) Est. Cost $46.15 Unrealized +730.7%
LPLA LPL FINANCIAL HOLDINGS INC 0.0%
Value ($000) $4 (-66.3%) Shares 11 (-68.6%) Est. Cost $315.91 Unrealized +12.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $7 (-52.7%) Shares 41 (-55.9%) Est. Cost $106.29 Unrealized +63.3%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $14 (-34.7%) Shares 152 (-22.8%) Est. Cost $90.71 Unrealized +7.7%
AOM ISHARES TR 0.0%
Value ($000) $32 (-18.9%) Shares 663 (-19.1%) Est. Cost $43.88 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $11 (-40.7%) Shares 261 (-31.9%) Est. Cost $41.38 Unrealized +0.4%
XYZ BLOCK INC CL A 0.0%
Value ($000) $13 (-35.5%) Shares 204 (-28.4%) Est. Cost $121.33 Unrealized -43.1%
DXCM DEXCOM INC 0.0%
Value ($000) $1 (-84.5%) Shares 20 (-84.3%) Est. Cost $83.14 Unrealized -22.2%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $50 (-12.1%) Shares 1,129 (-12.1%) Est. Cost $36.20 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $131 (+5.6%) Shares 256 (-1.5%) Est. Cost $350.29 Unrealized +39.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $250 (-2.6%) Shares 2,515 (-1.4%) Est. Cost $86.79 Unrealized +13.8%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $15 (-31.1%) Shares 217 (-13.5%) Est. Cost $76.98 Unrealized -8.0%
CCL CARNIVAL CORP ADR 0.0%
Value ($000) $173 (+3.8%) Shares 5,661 (-1.7%) Est. Cost $15.64 Unrealized +78.3%
CFG CITIZENS FINANCIAL GROUP INC C 0.0%
Value ($000) $11 (-35.7%) Shares 185 (-41.5%) Est. Cost $43.22 Unrealized +24.0%
SUB ISHARES TR 0.0%
Value ($000) $34 (-14.7%) Shares 321 (-14.6%) Est. Cost $105.82 Unrealized
IJJ ISHARES S&P MIDCAP 400/VALUE E 0.0%
Value ($000) $514 (-1.1%) Shares 3,909 (-2.5%) Est. Cost $116.09 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $34 (-14.1%) Shares 131 (-4.4%) Est. Cost $287.50 Unrealized -3.5%
OKLO OKLO INC 0.0%
Value ($000) $2 (-72.0%) Shares 30 (-56.5%) Est. Cost $33.79 Unrealized +230.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $66 (-7.4%) Shares 410 (-9.3%) Est. Cost $124.48 Unrealized +26.3%
ASML ASML HOLDING ADR 0.0%
Value ($000) $65 (+8.7%) Shares 61 (-1.6%) Est. Cost $774.17 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value ($000) $10 (-34.0%) Shares 128 (-31.2%) Est. Cost $86.61 Unrealized -8.9%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $10 (-35.3%) Shares 60 (-15.5%) Est. Cost $209.54 Unrealized -15.6%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $14 (-26.8%) Shares 30 (-23.1%) Est. Cost $390.73 Unrealized +13.7%
MSCI MSCI INC 0.0%
Value ($000) $5 (-49.4%) Shares 9 (-50.0%) Est. Cost $574.91 Unrealized -2.6%
BKR BAKER HUGHES CO 0.0%
Value ($000) $46 (-9.8%) Shares 1,005 (-3.5%) Est. Cost $24.97 Unrealized +89.6%
APH AMPHENOL CORP 0.0%
Value ($000) $37 (-11.7%) Shares 274 (-19.2%) Est. Cost $67.90 Unrealized +96.7%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $44 (-10.0%) Shares 213 (-4.9%) Est. Cost $131.40 Unrealized +54.0%
NDSN NORDSON CORP 0.0%
Value ($000) $2 (-71.7%) Shares 8 (-73.3%) Est. Cost $220.76 Unrealized +6.1%
VLTO VERALTO CORP COM 0.0%
Value ($000) $39 (-11.0%) Shares 392 (-4.9%) Est. Cost $74.59 Unrealized +35.4%
O REALTY INCOME CORP REIT 0.0%
Value ($000) $47 (-8.8%) Shares 842 (-1.6%) Est. Cost $54.28 Unrealized +5.7%
LBRDK LIBERTY BROADBAND CORP CL C 0.0%
Value ($000) $1 (-77.9%) Shares 26 (-71.1%) Est. Cost $75.26 Unrealized -30.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $4 (-49.8%) Shares 54 (-59.4%) Est. Cost $80.06 Unrealized -6.8%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $15 (-22.8%) Shares 316 (-26.5%) Est. Cost $40.69 Unrealized +7.3%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $222 (-1.9%) Shares 8,475 (-1.0%) Est. Cost $7.46 Unrealized +273.5%
IYW ISHARES TR 0.0%
Value ($000) $47 (-7.9%) Shares 235 (-9.6%) Est. Cost $138.28 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $31 (-11.3%) Shares 109 (-4.4%) Est. Cost $255.49 Unrealized +14.7%
IRM IRON MTN INC DEL 0.0%
Value ($000) $3 (-60.6%) Shares 31 (-51.6%) Est. Cost $93.15 Unrealized -0.4%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $13 (-23.4%) Shares 97 (-13.4%) Est. Cost $138.46 Unrealized +5.7%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $21 (-14.9%) Shares 76 (-1.3%) Est. Cost $233.26 Unrealized +20.7%
KR KROGER CO 0.0%
Value ($000) $40 (-8.5%) Shares 642 (-1.2%) Est. Cost $62.27 Unrealized +4.7%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $6 (-38.9%) Shares 14 (-30.0%) Est. Cost $260.79 Unrealized +69.7%
IYC ISHARES TR 0.0%
Value ($000) $30 (-10.5%) Shares 291 (-9.1%) Est. Cost $116.41 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $0 (-87.8%) Shares 10 (-79.2%) Est. Cost $99.75 Unrealized -41.8%
VRSN VERISIGN INC 0.0%
Value ($000) $12 (-22.6%) Shares 49 (-10.9%) Est. Cost $225.24 Unrealized +11.3%
ATMU ATMUS FILTRATION TECHNOLOGIE 0.0%
Value ($000) $2 (-58.1%) Shares 48 (-63.6%) Est. Cost $39.25 Unrealized +23.1%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $22 (-13.8%) Shares 150 (-26.5%) Est. Cost $126.49 Unrealized
CNA CNA FINL CORP 0.0%
Value ($000) $0 (-93.4%) Shares 5 (-93.6%) Est. Cost $45.81 Unrealized +0.1%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 (-63.1%) Shares 43 (-62.3%) Est. Cost $38.47 Unrealized +18.9%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $15 (-17.6%) Shares 189 (-5.0%) Est. Cost $66.47 Unrealized +32.6%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $2 (-62.5%) Shares 15 (-59.5%) Est. Cost $145.24 Unrealized -7.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $3 (-53.3%) Shares 44 (-50.0%) Est. Cost $45.06 Unrealized +48.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $103 (+3.2%) Shares 152 (-2.6%) Est. Cost $434.21 Unrealized +56.8%
PINS PINTEREST INC 0.0%
Value ($000) $3 (-55.4%) Shares 97 (-44.6%) Est. Cost $33.88 Unrealized -15.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $64 (-4.5%) Shares 2,647 (-2.4%) Est. Cost $18.46 Unrealized +27.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $2 (-65.0%) Shares 8 (-60.0%) Est. Cost $194.38 Unrealized +13.8%
NTNX NUTANIX INC 0.0%
Value ($000) $1 (-70.9%) Shares 23 (-58.2%) Est. Cost $69.19 Unrealized -11.7%
FTNT FORTINET INC COM 0.0%
Value ($000) $31 (-8.6%) Shares 385 (-3.3%) Est. Cost $101.38 Unrealized -18.2%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $12 (-19.2%) Shares 257 (-8.2%) Est. Cost $33.52 Unrealized +53.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $6 (-30.0%) Shares 107 (-26.2%) Est. Cost $51.31 Unrealized +17.0%
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value ($000) $0 (-88.5%) Shares 25 (-80.0%) Est. Cost $23.20 Unrealized -18.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $11 (-19.2%) Shares 659 (-19.5%) Est. Cost $15.45 Unrealized +5.4%
HUM HUMANA INC 0.0%
Value ($000) $5 (-33.3%) Shares 21 (-32.3%) Est. Cost $263.71 Unrealized -0.9%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $63 (-4.1%) Shares 345 (-1.4%) Est. Cost $177.32 Unrealized +2.7%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $9 (-23.1%) Shares 115 (-10.9%) Est. Cost $65.38 Unrealized +25.3%
HUBS HUBSPOT INC 0.0%
Value ($000) $5 (-35.7%) Shares 12 (-25.0%) Est. Cost $701.46 Unrealized -40.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $27 (-8.8%) Shares 1,114 (-2.1%) Est. Cost $26.92 Unrealized -8.5%
WING WINGSTOP INC 0.0%
Value ($000) $0 (-84.2%) Shares 2 (-83.3%) Est. Cost $260.10 Unrealized -4.8%
RVTY REVVITY INC 0.0%
Value ($000) $1 (-68.5%) Shares 12 (-71.4%) Est. Cost $115.09 Unrealized -16.6%
BXP BXP INC 0.0%
Value ($000) $3 (-47.6%) Shares 41 (-42.3%) Est. Cost $66.46 Unrealized +5.9%
TRP TC ENERGY CORPORATION 0.0%
Value ($000) $55 (-4.3%) Shares 1,000 (-5.4%) Est. Cost $48.46 Unrealized +10.1%
KRC KILROY RLTY CORP 0.0%
Value ($000) $4 (-40.0%) Shares 95 (-32.1%) Est. Cost $32.76 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $7 (-24.1%) Shares 40 (-23.1%) Est. Cost $160.57 Unrealized +12.1%
SLG SL GREEN RLTY CORP 0.0%
Value ($000) $4 (-38.6%) Shares 80 (-20.0%) Est. Cost $57.70 Unrealized
RGA REINSURANCE GROUP OF AMERICA I 0.0%
Value ($000) $7 (-24.4%) Shares 35 (-28.6%) Est. Cost $206.62 Unrealized -6.4%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $1 (-72.4%) Shares 5 (-77.3%) Est. Cost $124.96 Unrealized +26.7%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $1 (-79.5%) Shares 20 (-76.7%) Est. Cost $32.61 Unrealized -7.8%
RBA RB GLOBAL INC 0.0%
Value ($000) $22 (-8.9%) Shares 212 (-4.1%) Est. Cost $98.47 Unrealized +3.2%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $3 (-45.9%) Shares 40 (-44.4%) Est. Cost $67.26 Unrealized -9.8%
CC CHEMOURS COMPANY 0.0%
Value ($000) $4 (-35.4%) Shares 330 (-13.2%) Est. Cost $15.89 Unrealized -19.5%
PPL PPL CORP 0.0%
Value ($000) $2 (-56.7%) Shares 45 (-54.1%) Est. Cost $32.16 Unrealized +11.4%
WDAY WORKDAY INC 0.0%
Value ($000) $7 (-23.2%) Shares 31 (-13.9%) Est. Cost $250.25 Unrealized -9.2%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $0 (-80.5%) Shares 3 (-78.6%) Est. Cost $160.17 Unrealized +2.7%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $5 (-27.0%) Shares 18 (-35.7%) Est. Cost $259.14 Unrealized +4.7%
XLF FINANCIAL SELECT SECTOR SPDR 0.0%
Value ($000) $779 (-0.2%) Shares 14,225 (-1.9%) Est. Cost $33.79 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $25 (+8.2%) Shares 59 (-3.3%) Est. Cost $221.24 Unrealized +68.0%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $0 (-89.3%) Shares 15 (-87.9%) Est. Cost $22.49 Unrealized -30.5%
VTRS VIATRIS INC 0.0%
Value ($000) $5 (-25.7%) Shares 432 (-40.9%) Est. Cost $9.22 Unrealized +16.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1 (-59.3%) Shares 22 (-57.7%) Est. Cost $49.65 Unrealized +19.8%
SYNOVUS FINANCIAL CORP COM NEW 0.0%
Value ($000) $6 (-22.6%) Shares 126 (-24.1%) Est. Cost $47.25 Unrealized
GGG GRACO INC 0.0%
Value ($000) $1 (-64.9%) Shares 12 (-63.6%) Est. Cost $83.16 Unrealized -1.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $1 (-59.1%) Shares 5 (-50.0%) Est. Cost $359.21 Unrealized -25.6%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $6 (-23.6%) Shares 54 (-35.7%) Est. Cost $67.12 Unrealized +44.2%
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $1 (-67.9%) Shares 30 (-61.5%) Est. Cost $38.32 Unrealized -25.5%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1 (-55.4%) Shares 85 (-46.9%) Est. Cost $19.06 Unrealized -8.4%
HUBB HUBBELL INC 0.0%
Value ($000) $1 (-65.6%) Shares 2 (-66.7%) Est. Cost $382.61 Unrealized +14.3%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $2 (-42.2%) Shares 48 (-38.5%) Est. Cost $48.64 Unrealized -2.9%
PODD INSULET CORP 0.0%
Value ($000) $1 (-54.0%) Shares 5 (-50.0%) Est. Cost $245.04 Unrealized +27.6%
IT GARTNER INC 0.0%
Value ($000) $2 (-45.2%) Shares 8 (-42.9%) Est. Cost $492.81 Unrealized -51.2%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $26 (-5.9%) Shares 686 (-2.1%) Est. Cost $38.71 Unrealized +1.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $47 (-3.4%) Shares 90 (-10.0%) Est. Cost $494.42 Unrealized -0.0%
BC BRUNSWICK CORP 0.0%
Value ($000) $2 (-45.5%) Shares 26 (-53.6%) Est. Cost $57.44 Unrealized +17.5%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $1 (-71.8%) Shares 10 (-74.4%) Est. Cost $67.28 Unrealized -19.1%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $2 (-45.2%) Shares 44 (-57.7%) Est. Cost $31.03 Unrealized +12.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $1 (-61.0%) Shares 54 (-58.8%) Est. Cost $20.29 Unrealized -13.1%
MRNA MODERNA INC 0.0%
Value ($000) $1 (-66.8%) Shares 24 (-71.1%) Est. Cost $31.48 Unrealized -13.7%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $2 (-41.7%) Shares 32 (-38.5%) Est. Cost $63.59 Unrealized -10.9%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $1 (-49.1%) Shares 15 (-50.0%) Est. Cost $106.04 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $10 (-12.4%) Shares 166 (-15.3%) Est. Cost $53.85 Unrealized +1.1%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 (-82.8%) Shares 6 (-83.3%) Est. Cost $50.71 Unrealized -9.7%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $2 (-40.4%) Shares 7 (-46.2%) Est. Cost $242.12 Unrealized +8.7%
DDS DILLARDS INC 0.0%
Value ($000) $4 (-23.3%) Shares 7 (-22.2%) Est. Cost $378.55 Unrealized +60.9%
UWMC UWM HOLDINGS CORPORATION 0.0%
Value ($000) $1 (-71.0%) Shares 118 (-59.7%) Est. Cost $5.24 Unrealized +2.6%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $7 (-15.9%) Shares 5 (-16.7%) Est. Cost $1247.54 Unrealized +5.1%
GDDY GODADDY INC CL A 0.0%
Value ($000) $11 (-10.3%) Shares 88 (-1.1%) Est. Cost $182.31 Unrealized -29.0%
CNC CENTENE CORP 0.0%
Value ($000) $975 (-0.1%) Shares 23,696 (-13.4%) Est. Cost $67.11 Unrealized -44.2%
ALKS ALKERMES PLC ADR 0.0%
Value ($000) $3 (-31.1%) Shares 99 (-26.1%) Est. Cost $29.60 Unrealized +1.2%
LINE LINEAGE INC 0.0%
Value ($000) $0 (-77.9%) Shares 10 (-75.6%) Est. Cost $47.85 Unrealized
KEY KEYCORP 0.0%
Value ($000) $7 (-14.7%) Shares 340 (-22.7%) Est. Cost $16.25 Unrealized +13.8%
RMD RESMED INC 0.0%
Value ($000) $4 (-20.8%) Shares 18 (-10.0%) Est. Cost $231.66 Unrealized +10.3%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $3 (-25.7%) Shares 19 (-42.4%) Est. Cost $114.52 Unrealized +33.9%
GNTX GENTEX CORP 0.0%
Value ($000) $1 (-49.8%) Shares 47 (-39.0%) Est. Cost $23.79 Unrealized +1.3%
DRVN DRIVEN BRANDS HLDGS INC 0.0%
Value ($000) $2 (-32.7%) Shares 150 (-26.8%) Est. Cost $16.35 Unrealized -9.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $1 (-48.7%) Shares 14 (-57.6%) Est. Cost $32.75 Unrealized +129.9%
MHK MOHAWK INDS INC 0.0%
Value ($000) $2 (-32.2%) Shares 20 (-20.0%) Est. Cost $119.22 Unrealized -3.7%
NWSA NEWS CORP NEW 0.0%
Value ($000) $1 (-56.0%) Shares 31 (-48.3%) Est. Cost $27.80 Unrealized -5.6%
REG REGENCY CTRS CORP 0.0%
Value ($000) $0 (-83.2%) Shares 3 (-82.4%) Est. Cost $70.03 Unrealized -0.8%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $2 (-38.9%) Shares 10 (-50.0%) Est. Cost $153.04 Unrealized -7.2%
KVUE KENVUE INC 0.0%
Value ($000) $4 (-20.0%) Shares 231 (-24.8%) Est. Cost $21.41 Unrealized -24.1%
PII POLARIS INC 0.0%
Value ($000) $2 (-30.8%) Shares 35 (-36.4%) Est. Cost $47.61 Unrealized +38.3%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $4 (-18.5%) Shares 49 (-23.4%) Est. Cost $79.20 Unrealized +5.9%
TPG TPG INC 0.0%
Value ($000) $2 (-37.2%) Shares 26 (-43.5%) Est. Cost $58.27 Unrealized +1.3%
OGE OGE ENERGY CORP 0.0%
Value ($000) $1 (-60.4%) Shares 15 (-57.1%) Est. Cost $43.52 Unrealized +2.5%
CUBI CUSTOMERS BANCORP INC 0.0%
Value ($000) $7 (-12.5%) Shares 90 (-21.7%) Est. Cost $52.49 Unrealized +30.7%
VTR VENTAS INC 0.0%
Value ($000) $2 (-28.7%) Shares 29 (-35.6%) Est. Cost $59.56 Unrealized +25.9%
ASO ACADEMY SPORTS AND OUTDOORS IN 0.0%
Value ($000) $3 (-25.1%) Shares 54 (-25.0%) Est. Cost $52.11 Unrealized -5.0%
WAB WABTEC CORP 0.0%
Value ($000) $71 (+1.3%) Shares 332 (-4.9%) Est. Cost $191.10 Unrealized +7.5%
OGN ORGANON & CO 0.0%
Value ($000) $2 (-37.3%) Shares 211 (-6.6%) Est. Cost $10.52 Unrealized -25.0%
TER TERADYNE INC 0.0%
Value ($000) $2 (-29.7%) Shares 11 (-50.0%) Est. Cost $120.33 Unrealized +42.5%
CLX CLOROX COMPANY 0.0%
Value ($000) $2 (-27.6%) Shares 23 (-11.5%) Est. Cost $146.00 Unrealized -25.8%
QIAGEN NV 0.0%
Value ($000) $2 (-33.5%) Shares 39 (-33.9%) Est. Cost $47.54 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $8 (-9.5%) Shares 18 (-5.3%) Est. Cost $555.34 Unrealized -21.7%
AFG AMERICAN FINL GROUP INC OHIO 0.0%
Value ($000) $1 (-42.3%) Shares 8 (-38.5%) Est. Cost $124.41 Unrealized +7.4%
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $1 (-60.2%) Shares 10 (-54.5%) Est. Cost $59.88 Unrealized -13.0%
SPYM STATE STREET SPDR PORTFOLIO S& 0.0%
Value ($000) $17 (-4.5%) Shares 207 (-6.8%) Est. Cost $70.39 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $2 (-24.5%) Shares 100 (-28.6%) Est. Cost $19.95 Unrealized +11.2%
OLN OLIN CORP 0.0%
Value ($000) $0 (-88.0%) Shares 5 (-85.7%) Est. Cost $46.60 Unrealized -54.0%
COO COOPER COS INC 0.0%
Value ($000) $0 (-64.8%) Shares 5 (-70.6%) Est. Cost $101.13 Unrealized -26.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $3 (-22.2%) Shares 8 (-20.0%) Est. Cost $353.77 Unrealized -8.8%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $4 (-15.9%) Shares 20 (-13.0%) Est. Cost $188.66 Unrealized -3.5%
MUR MURPHY OIL CORP 0.0%
Value ($000) $1 (-47.1%) Shares 25 (-51.9%) Est. Cost $23.05 Unrealized +28.5%
KIM KIMCO RLTY CORP 0.0%
Value ($000) $2 (-28.5%) Shares 84 (-22.9%) Est. Cost $20.88 Unrealized -1.5%
L LOEWS CORP 0.0%
Value ($000) $8 (-7.9%) Shares 72 (-12.2%) Est. Cost $86.70 Unrealized +19.1%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $4 (-12.7%) Shares 31 (-26.2%) Est. Cost $88.40 Unrealized +50.2%
MTDR MATADOR RES CO 0.0%
Value ($000) $2 (-26.2%) Shares 43 (-21.8%) Est. Cost $47.86 Unrealized -12.2%
NEM NEWMONT CORP 0.0%
Value ($000) $12 (+5.6%) Shares 123 (-10.9%) Est. Cost $43.26 Unrealized +108.5%
DVA DAVITA INC 0.0%
Value ($000) $1 (-48.7%) Shares 6 (-40.0%) Est. Cost $157.11 Unrealized -22.6%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $1 (-35.9%) Shares 9 (-35.7%) Est. Cost $120.66 Unrealized +0.3%
UDR UDR INC 0.0%
Value ($000) $2 (-24.3%) Shares 50 (-23.1%) Est. Cost $41.35 Unrealized -14.1%
GSK GSK PLC ADR 0.0%
Value ($000) $16 (+3.9%) Shares 320 (-8.6%) Est. Cost $38.40 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $1 (-31.2%) Shares 71 (-26.0%) Est. Cost $19.95 Unrealized
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $2 (-23.8%) Shares 55 (-35.3%) Est. Cost $25.83 Unrealized +27.8%
DAVA ENDAVA PLC ADR 0.0%
Value ($000) $1 (-47.5%) Shares 99 (-24.4%) Est. Cost $30.90 Unrealized
GLIBK GCI LIBERTY INC 0.0%
Value ($000) $0 (-88.2%) Shares 2 (-88.2%) Est. Cost $35.27 Unrealized -0.5%
RS RELIANCE INC 0.0%
Value ($000) $0 (-65.7%) Shares 1 (-66.7%) Est. Cost $292.18 Unrealized -3.8%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $2 (-19.5%) Shares 41 (-10.9%) Est. Cost $56.05 Unrealized -2.3%
CERT CERTARA INC 0.0%
Value ($000) $0 (-80.2%) Shares 15 (-72.7%) Est. Cost $12.15 Unrealized -15.2%
SUI SUN CMNTYS INC 0.0%
Value ($000) $0 (-51.9%) Shares 4 (-50.0%) Est. Cost $128.67 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 (-78.4%) Shares 10 (-80.0%) Est. Cost $17.79 Unrealized -22.7%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $3 (-13.8%) Shares 19 (-5.0%) Est. Cost $302.06 Unrealized -45.6%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $1 (-42.0%) Shares 5 (-44.4%) Est. Cost $116.00 Unrealized +24.7%
ROIV ROIVANT SCIENCES LTD 0.0%
Value ($000) $1 (-26.1%) Shares 68 (-48.5%) Est. Cost $11.85 Unrealized +66.5%
RHI ROBERT HALF INC. 0.0%
Value ($000) $1 (-27.3%) Shares 50 (-9.1%) Est. Cost $46.97 Unrealized -39.2%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $1 (-44.2%) Shares 30 (-50.0%) Est. Cost $29.25 Unrealized -28.0%
RYN RAYONIER INC 0.0%
Value ($000) $0 (-52.4%) Shares 21 (-41.7%) Est. Cost $27.15 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $309 (-0.1%) Shares 4,006 (-2.6%) Est. Cost $62.69 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $1 (-43.1%) Shares 10 (-47.4%) Est. Cost $56.10 Unrealized -2.6%
ASIX ADVANSIX INC 0.0%
Value ($000) $0 (-74.4%) Shares 8 (-71.4%) Est. Cost $23.53 Unrealized -26.2%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $4 (-8.5%) Shares 31 (-11.4%) Est. Cost $112.93 Unrealized +16.5%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $0 (-77.4%) Shares 10 (-75.0%) Est. Cost $17.72 Unrealized -33.7%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $2 (-18.5%) Shares 22 (-18.5%) Est. Cost $77.74 Unrealized -10.1%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $1 (-39.4%) Shares 5 (-37.5%) Est. Cost $132.91 Unrealized -19.2%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $1 (-35.3%) Shares 42 (-16.0%) Est. Cost $24.17 Unrealized -32.0%
TEL TE CONNECTIVITY PLC ADR 0.0%
Value ($000) $16 (+2.2%) Shares 70 (-1.4%) Est. Cost $157.23 Unrealized +47.1%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $2 (-11.3%) Shares 27 (-10.0%) Est. Cost $82.77 Unrealized +3.0%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $1 (-17.1%) Shares 25 (-16.7%) Est. Cost $41.76 Unrealized +25.8%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $2 (-10.0%) Shares 12 (-29.4%) Est. Cost $173.65 Unrealized +4.5%
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $1 (-30.2%) Shares 8 (-27.3%) Est. Cost $105.70 Unrealized -33.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $12 (+2.1%) Shares 545 (-9.2%) Est. Cost $11.32 Unrealized +92.2%
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value ($000) $1 (-25.3%) Shares 20 (-20.0%) Est. Cost $30.24 Unrealized
AES AES CORP 0.0%
Value ($000) $3 (-4.9%) Shares 239 (-12.8%) Est. Cost $11.02 Unrealized +27.4%
ICUI ICU MED INC 0.0%
Value ($000) $3 (-5.9%) Shares 19 (-20.8%) Est. Cost $155.20 Unrealized -13.7%
UGI UGI CORP NEW 0.0%
Value ($000) $2 (-6.2%) Shares 50 (-16.7%) Est. Cost $31.68 Unrealized +11.8%
CMA COMERICA INC 0.0%
Value ($000) $17 (+0.7%) Shares 192 (-20.7%) Est. Cost $60.33 Unrealized +32.6%
LNC LINCOLN NATL CORP 0.0%
Value ($000) $22 (+0.3%) Shares 498 (-9.1%) Est. Cost $35.32 Unrealized +16.6%
GLOB GLOBANT S A 0.0%
Value ($000) $1 (+6.7%) Shares 15 (-6.3%) Est. Cost $109.96 Unrealized -42.8%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $3 (-1.5%) Shares 72 (-6.5%) Est. Cost $33.60 Unrealized +1.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $9 (+0.4%) Shares 109 (-8.4%) Est. Cost $71.57 Unrealized +14.7%
CEG CONSTELLATION ENERGY CORPORATI 0.0%
Value ($000) $28 (-0.1%) Shares 80 (-7.0%) Est. Cost $237.99 Unrealized +52.6%
BALL BALL CORP 0.0%
Value ($000) $3 (-0.9%) Shares 66 (-5.7%) Est. Cost $51.74 Unrealized -5.1%

Unchanged Positions (432)

GOOG ALPHABET INC CL C 2.2%
Value ($000) $48,952 Shares 155,999 Est. Cost $123.47 Unrealized +131.9%
MSFT MICROSOFT CORP 5.6%
Value ($000) $124,574 Shares 257,587 Est. Cost $153.99 Unrealized +225.1%
HD HOME DEPOT INC 0.9%
Value ($000) $20,537 Shares 59,683 Est. Cost $128.12 Unrealized +184.6%
SONY SONY GROUP CORP SPONS ADR 0.8%
Value ($000) $18,012 Shares 703,610 Est. Cost $29.15 Unrealized
BX BLACKSTONE INC. 0.8%
Value ($000) $18,042 Shares 117,052 Est. Cost $159.67 Unrealized -5.1%
TJX TJX COMPANIES 1.4%
Value ($000) $30,473 Shares 198,382 Est. Cost $45.57 Unrealized +224.1%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $22,326 Shares 25,890 Est. Cost $208.10 Unrealized +335.2%
JPM JP MORGAN CHASE & CO 2.4%
Value ($000) $53,321 Shares 165,479 Est. Cost $80.70 Unrealized +283.6%
AMGN AMGEN INC 0.4%
Value ($000) $8,027 Shares 24,523 Est. Cost $194.94 Unrealized +62.1%
MSI MOTOROLA SOLUTIONS, INC 0.2%
Value ($000) $5,252 Shares 13,701 Est. Cost $159.15 Unrealized +151.8%
VLO VALERO ENERGY CORP 0.8%
Value ($000) $18,881 Shares 115,983 Est. Cost $129.02 Unrealized +30.9%
KO COCA COLA CO 0.8%
Value ($000) $18,789 Shares 268,758 Est. Cost $38.96 Unrealized +78.1%
ASTS AST SPACEMOBILE INC 0.1%
Value ($000) $2,364 Shares 32,554 Est. Cost $22.67 Unrealized +214.9%
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.9%
Value ($000) $65,138 Shares 129,589 Est. Cost $229.34 Unrealized +116.9%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $5,654 Shares 15,283 Est. Cost $167.84 Unrealized +112.7%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $16,051 Shares 168,336 Est. Cost $39.51 Unrealized +148.2%
IBM INTL. BUSINESS MACHINES CORP 0.5%
Value ($000) $10,682 Shares 36,062 Est. Cost $155.69 Unrealized +91.9%
SYK STRYKER CORP 0.3%
Value ($000) $6,860 Shares 19,517 Est. Cost $181.28 Unrealized +100.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $2,204 Shares 3,847 Est. Cost $191.88 Unrealized +189.5%
MA MASTERCARD INC-A 2.0%
Value ($000) $45,371 Shares 79,476 Est. Cost $235.09 Unrealized +137.8%
ABBV ABBVIE INC 0.8%
Value ($000) $17,050 Shares 74,621 Est. Cost $99.21 Unrealized +129.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $330 Shares 8,209 Est. Cost $30.27 Unrealized +23.5%
CEF SPROTT PHYSICAL GOLD & SILVER 0.1%
Value ($000) $1,355 Shares 29,576 Est. Cost $22.42 Unrealized
SSB SOUTHSTATE BANK CORPORATION CO 0.2%
Value ($000) $4,625 Shares 49,148 Est. Cost $96.71 Unrealized -5.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $3,345 Shares 42,147 Est. Cost $55.69 Unrealized +41.3%
RING ISHARES MSCI GLOBAL GOLD MIN E 0.1%
Value ($000) $1,289 Shares 17,508 Est. Cost $17.19 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $868 Shares 5,324 Est. Cost $39.57 Unrealized +278.5%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $625 Shares 3,844 Est. Cost $72.64 Unrealized +156.6%
CMI CUMMINS INC 0.0%
Value ($000) $646 Shares 1,265 Est. Cost $311.57 Unrealized +49.7%
LIN LINDE PLC ADR 0.0%
Value ($000) $927 Shares 2,173 Est. Cost $353.28 Unrealized +20.9%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $1,698 Shares 14,626 Est. Cost $78.15 Unrealized +41.4%
PSX PHILLIPS 66 0.1%
Value ($000) $1,842 Shares 14,277 Est. Cost $76.60 Unrealized +74.9%
DIA SPDR DJIA TRUST 0.1%
Value ($000) $2,415 Shares 5,025 Est. Cost $178.92 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $247 Shares 4,983 Est. Cost $43.38 Unrealized
VV VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $3,573 Shares 11,351 Est. Cost $110.55 Unrealized
YUM YUM! BRANDS INC 0.2%
Value ($000) $4,980 Shares 32,916 Est. Cost $132.44 Unrealized +11.5%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.6%
Value ($000) $14,300 Shares 118,985 Est. Cost $106.96 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $357 Shares 1,237 Est. Cost $200.63 Unrealized +30.4%
NVDA NVIDIA CORP 0.3%
Value ($000) $6,261 Shares 33,573 Est. Cost $110.53 Unrealized +68.4%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $2,816 Shares 29,324 Est. Cost $75.51 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $2,406 Shares 6,220 Est. Cost $300.23 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $380 Shares 3,093 Est. Cost $85.65 Unrealized +50.3%
TTD THE TRADE DESK INC CL A 0.0%
Value ($000) $182 Shares 4,785 Est. Cost $90.81 Unrealized -51.2%
NXPI NXP SEMICONDUCTORS ADR 0.0%
Value ($000) $1,017 Shares 4,685 Est. Cost $232.62 Unrealized -8.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $246 Shares 6,239 Est. Cost $32.23 Unrealized +26.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $396 Shares 2,151 Est. Cost $163.76 Unrealized +23.2%
VGT VANGUARD INFO TECH ETF 0.1%
Value ($000) $2,807 Shares 3,724 Est. Cost $439.57 Unrealized
SLM SLM CORP 0.1%
Value ($000) $1,770 Shares 65,413 Est. Cost $27.29 Unrealized +0.5%
RNST RENASANT CORP 0.0%
Value ($000) $845 Shares 24,000 Est. Cost $30.54 Unrealized +16.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $277 Shares 1,005 Est. Cost $86.78 Unrealized +198.4%
SRH TOTAL RETURN FUND 0.1%
Value ($000) $1,854 Shares 100,000 Est. Cost $17.25 Unrealized
MKSI MKS INC. 0.0%
Value ($000) $163 Shares 1,022 Est. Cost $147.91 Unrealized +0.2%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $276 Shares 5,225 Est. Cost $17.13 Unrealized +224.1%
SPLV INVESCO S&P 500 LOW VOLATILITY 0.0%
Value ($000) $1,101 Shares 15,410 Est. Cost $60.67 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $593 Shares 5,938 Est. Cost $77.53 Unrealized +22.2%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $95 Shares 551 Est. Cost $47.42 Unrealized +219.6%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,629 Shares 4,363 Est. Cost $307.24 Unrealized
AYI ACUITY, INC. 0.0%
Value ($000) $647 Shares 1,796 Est. Cost $167.38 Unrealized +115.8%
DE DEERE & CO. 0.0%
Value ($000) $1,003 Shares 2,155 Est. Cost $175.40 Unrealized +166.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $742 Shares 3,567 Est. Cost $67.24 Unrealized +203.5%
ACA ARCOSA INC 0.0%
Value ($000) $225 Shares 2,116 Est. Cost $91.54 Unrealized +10.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $617 Shares 2,127 Est. Cost $131.88 Unrealized +112.8%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $297 Shares 2,052 Est. Cost $65.27 Unrealized +103.1%
LEN LENNAR CORP 0.0%
Value ($000) $99 Shares 964 Est. Cost $123.11 Unrealized -2.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $75 Shares 528 Est. Cost $82.30 Unrealized +50.5%
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $181 Shares 2,000 Est. Cost $59.17 Unrealized +45.0%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.1%
Value ($000) $1,516 Shares 13,792 Est. Cost $125.70 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $470 Shares 2,880 Est. Cost $72.61 Unrealized +122.0%
MVO MV OIL TR 0.0%
Value ($000) $5 Shares 3,939 Est. Cost $2.25 Unrealized
DEXC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $256 Shares 4,229 Est. Cost $54.57 Unrealized
CSX CSX CORPORATION 0.0%
Value ($000) $929 Shares 25,637 Est. Cost $25.42 Unrealized +40.4%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $51 Shares 1,321 Est. Cost $41.60 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $58 Shares 2,964 Est. Cost $13.78 Unrealized +15.2%
GLW CORNING INC 0.0%
Value ($000) $223 Shares 2,552 Est. Cost $46.03 Unrealized +86.8%
SJM JM SMUCKER CO/THE-NEW 0.0%
Value ($000) $122 Shares 1,245 Est. Cost $114.68 Unrealized -10.3%
FLR FLUOR CORP NEW 0.0%
Value ($000) $218 Shares 5,500 Est. Cost $16.42 Unrealized +169.5%
INTU INTUIT 0.0%
Value ($000) $372 Shares 562 Est. Cost $306.82 Unrealized +115.3%
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $607 Shares 4,231 Est. Cost $111.40 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,249 Shares 5,683 Est. Cost $141.53 Unrealized +50.2%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $902 Shares 4,270 Est. Cost $204.12 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $90 Shares 1,050 Est. Cost $33.37 Unrealized
BSET BASSETT FURNITURE INDUSTRIES I 0.0%
Value ($000) $147 Shares 8,780 Est. Cost $19.19 Unrealized -19.9%
VCSH VANGUARD SHORT TERM CORP BOND 0.5%
Value ($000) $10,296 Shares 129,136 Est. Cost $82.09 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $3,251 Shares 93,621 Est. Cost $38.02 Unrealized
DES WISDOMTREE TR US SMALLCAP DIVI 0.0%
Value ($000) $586 Shares 17,532 Est. Cost $31.21 Unrealized
PIMCO ACCESS IN/COM SHS BEN IN 0.0%
Value ($000) $143 Shares 9,350 Est. Cost $15.35 Unrealized
TM TOYOTA MTR CORP SPONSD ADR 0.0%
Value ($000) $83 Shares 389 Est. Cost $169.87 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $1,260 Shares 4,224 Est. Cost $236.34 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $165 Shares 590 Est. Cost $229.50 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $158 Shares 1,164 Est. Cost $98.84 Unrealized +45.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $160 Shares 1,828 Est. Cost $49.14 Unrealized +81.6%
EVLV EVOLV TECHNOLOGIES HLDNGS INC 0.0%
Value ($000) $133 Shares 18,571 Est. Cost $3.74 Unrealized +89.8%
KNSL KINSALE CAPITAL GROUP INC 0.0%
Value ($000) $70 Shares 178 Est. Cost $408.39 Unrealized -0.2%
DLR DIGITAL REALTY TR INC 0.0%
Value ($000) $57 Shares 369 Est. Cost $158.75 Unrealized +2.8%
IGV ISHARES TR 0.0%
Value ($000) $69 Shares 655 Est. Cost $91.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $36 Shares 62 Est. Cost $540.68 Unrealized +4.5%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $62 Shares 1,149 Est. Cost $44.29 Unrealized +15.8%
WRLD WORLD ACCEPTANCE CORP 0.0%
Value ($000) $28 Shares 200 Est. Cost $87.16 Unrealized +72.7%
HII HUNTINGTON INGALLS INDUSTRIES 0.0%
Value ($000) $37 Shares 109 Est. Cost $212.03 Unrealized +46.0%
CRWV COREWEAVE INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $118.31 Unrealized -14.3%
SMH VANECK ETF TRUST 0.0%
Value ($000) $58 Shares 161 Est. Cost $211.47 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $58 Shares 4,127 Est. Cost $14.27 Unrealized -5.9%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $81 Shares 363 Est. Cost $246.02 Unrealized -7.6%
WPC WP CAREY INC REIT 0.0%
Value ($000) $83 Shares 1,296 Est. Cost $75.09 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $736 Shares 11,076 Est. Cost $73.62 Unrealized -10.8%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $11 Shares 460 Est. Cost $21.89 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $34 Shares 512 Est. Cost $75.57 Unrealized -0.1%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $13 Shares 57 Est. Cost $216.70 Unrealized +22.5%
CALX CALIX INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $42.72 Unrealized +36.4%
IWX ISHARES RUSSELL TOP 200 VALUE 0.0%
Value ($000) $93 Shares 1,013 Est. Cost $70.17 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $172 Shares 1,292 Est. Cost $107.23 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $16 Shares 212 Est. Cost $49.95 Unrealized +31.4%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $175 Shares 515 Est. Cost $74.62 Unrealized +352.7%
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $234 Shares 1,393 Est. Cost $90.51 Unrealized +90.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $144 Shares 793 Est. Cost $114.76 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $279 Shares 463 Est. Cost $412.64 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 1,471 Est. Cost $4.19 Unrealized +74.2%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $22 Shares 128 Est. Cost $125.07 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $6 Shares 15 Est. Cost $76.95 Unrealized +233.8%
LOPE GRAND CANYON EDUCATION INC 0.0%
Value ($000) $10 Shares 58 Est. Cost $185.33 Unrealized -2.4%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 255 Est. Cost $59.09 Unrealized +217.2%
NMM NAVIOS MARITIME PARTNERS LP CO 0.0%
Value ($000) $21 Shares 398 Est. Cost $42.62 Unrealized
VFC V F CORP 0.0%
Value ($000) $14 Shares 778 Est. Cost $29.42 Unrealized -44.9%
TOWN TOWNE BANK 0.0%
Value ($000) $77 Shares 2,316 Est. Cost $30.08 Unrealized +11.9%
CTVA CORTEVA INC 0.0%
Value ($000) $694 Shares 10,359 Est. Cost $44.93 Unrealized +43.6%
MGK VANGUARD WORLD MEGA CAP FUND E 0.0%
Value ($000) $103 Shares 250 Est. Cost $172.07 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $61 Shares 3,721 Est. Cost $12.27 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $17 Shares 87 Est. Cost $190.32 Unrealized -4.5%
IWS ISHARES RUSSELL MIDCAP VALUE E 0.0%
Value ($000) $251 Shares 1,783 Est. Cost $116.86 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $328 Shares 4,145 Est. Cost $58.95 Unrealized +32.8%
BE BLOOM ENERGY CO/SH CL A 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $46.44 Unrealized +126.3%
GUGGENHEIM ACTIVE ALLOCATION F 0.0%
Value ($000) $129 Shares 8,425 Est. Cost $14.87 Unrealized
DUOL DUOLINGO INC CL A 0.0%
Value ($000) $3 Shares 15 Est. Cost $329.76 Unrealized -28.5%
DBEF DBX ETF TR 0.0%
Value ($000) $59 Shares 1,230 Est. Cost $40.72 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $7.30 Unrealized +2.4%
REMX VANECK TRUST RARE EARTH ETF 0.0%
Value ($000) $17 Shares 233 Est. Cost $76.16 Unrealized
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $14 Shares 480 Est. Cost $26.51 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $7 Shares 682 Est. Cost $6.33 Unrealized +44.0%
SBIO ALPS MEDICAL BREAKTHROUGHS ETF 0.0%
Value ($000) $7 Shares 140 Est. Cost $33.03 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $138 Shares 499 Est. Cost $175.22 Unrealized
MGV VANGUARD WORLD FD MEGA CAP VAL 0.0%
Value ($000) $68 Shares 480 Est. Cost $102.85 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $42 Shares 410 Est. Cost $76.04 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.86 Unrealized +12.5%
EPD ENTERPRISE PRODS PARTNERS LP 0.0%
Value ($000) $65 Shares 2,014 Est. Cost $29.93 Unrealized
AIVL WISDOMTREE US DIVIDEND EX-FINA 0.0%
Value ($000) $244 Shares 2,124 Est. Cost $65.22 Unrealized
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $80 Shares 4,697 Est. Cost $12.36 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $45 Shares 132 Est. Cost $312.33 Unrealized
WSFS WSFS FINANCIAL CORP COM 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $41.15 Unrealized +33.0%
ERIC ERICSSON SPONS ADR 0.0%
Value ($000) $9 Shares 910 Est. Cost $5.91 Unrealized
WTM WHITE MOUNTAINS INSURANCE GROU 0.0%
Value ($000) $6 Shares 3 Est. Cost $1778.53 Unrealized +9.9%
TLT ISHARES 20plus YEAR TREASURY BOND 0.0%
Value ($000) $47 Shares 544 Est. Cost $88.25 Unrealized
BRT BRT APARTMENTS CORP 0.0%
Value ($000) $18 Shares 1,250 Est. Cost $18.59 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.1%
Value ($000) $1,510 Shares 2 Est. Cost $729330.75 Unrealized +2.3%
ZM ZOOM VIDEO COMMUNICATION INC C 0.0%
Value ($000) $27 Shares 315 Est. Cost $79.16 Unrealized +6.3%
GTLB GITLAB INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $61.16 Unrealized -29.2%
VNO VORNADO RLTY TR 0.0%
Value ($000) $5 Shares 155 Est. Cost $36.99 Unrealized
RY ROYAL BANK OF CANADA ADR 0.0%
Value ($000) $8 Shares 47 Est. Cost $88.10 Unrealized +74.3%
CIGI COLLIERS INTL GROUP INC 0.0%
Value ($000) $17 Shares 118 Est. Cost $121.53 Unrealized +23.5%
RPG INVESCO S&P 500 PURE GROWTH ET 0.0%
Value ($000) $48 Shares 1,025 Est. Cost $62.59 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 600 Est. Cost $46.02 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $11 Shares 345 Est. Cost $31.49 Unrealized +4.3%
AA ALCOA CORP 0.0%
Value ($000) $2 Shares 42 Est. Cost $32.00 Unrealized +27.7%
GRAL GRAIL INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $28.71 Unrealized +201.0%
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $2.50 Unrealized
HIW HIGHWOODS PPTYS INC 0.0%
Value ($000) $4 Shares 140 Est. Cost $29.64 Unrealized
ACHR ARCHER AVIATION INC CL A 0.0%
Value ($000) $3 Shares 400 Est. Cost $2.47 Unrealized +281.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $55 Shares 182 Est. Cost $263.37 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $46 Shares 666 Est. Cost $60.16 Unrealized
JBL JABIL INC 0.0%
Value ($000) $16 Shares 71 Est. Cost $157.92 Unrealized +35.1%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $27.92 Unrealized +80.4%
OII OCEANEERING INTERNATIONAL, INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $20.94 Unrealized +15.4%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $15 Shares 130 Est. Cost $70.52 Unrealized +51.8%
IYH ISHARES TR 0.0%
Value ($000) $7 Shares 115 Est. Cost $93.00 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $4 Shares 61 Est. Cost $47.36 Unrealized +24.1%
AME AMETEK INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $176.27 Unrealized +10.3%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $4 Shares 62 Est. Cost $51.35 Unrealized +18.4%
SWX SOUTHWEST GAS HOLDINGS INC 0.0%
Value ($000) $32 Shares 406 Est. Cost $69.78 Unrealized +14.8%
FFIV F5 INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $251.69 Unrealized +6.9%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 83 Est. Cost $19.23 Unrealized +92.4%
IYK ISHARES TR 0.0%
Value ($000) $30 Shares 450 Est. Cost $93.97 Unrealized
IDRV ISHARES SELF-DRIVING EV&TECH 0.0%
Value ($000) $20 Shares 525 Est. Cost $38.36 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $6 Shares 44 Est. Cost $74.57 Unrealized +52.9%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $71 Shares 3,500 Est. Cost $14.52 Unrealized +36.3%
SAP SAP SE ADR 0.0%
Value ($000) $6 Shares 24 Est. Cost $193.08 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $4 Shares 41 Est. Cost $69.73 Unrealized +38.7%
ROYCE SMALL CAP TRUST 0.0%
Value ($000) $305 Shares 18,972 Est. Cost $14.46 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $10 Shares 292 Est. Cost $29.98 Unrealized +8.2%
NRG NRG ENERGY INC 0.0%
Value ($000) $32 Shares 200 Est. Cost $100.79 Unrealized +64.0%
BYRN BYRNA TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.69 Unrealized +101.0%
USAR USA RARE EARTH INC. 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.60 Unrealized +79.7%
NTAP NETAPP INC 0.0%
Value ($000) $5 Shares 45 Est. Cost $96.28 Unrealized +18.0%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $1 Shares 46 Est. Cost $31.50 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $4 Shares 3 Est. Cost $1277.12 Unrealized +9.3%
FEMY FEMASYS INC 0.0%
Value ($000) $1 Shares 2,223 Est. Cost $0.65 Unrealized +16.2%
IJT ISHARES S&P SMALLCAP/600 GROWT 0.0%
Value ($000) $205 Shares 1,449 Est. Cost $120.44 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.88 Unrealized +21.0%
FDUS FIDUS INVESTMENT CORP 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.07 Unrealized -3.2%
DEEF DBX ETF TR 0.0%
Value ($000) $11 Shares 305 Est. Cost $30.10 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $21 Shares 155 Est. Cost $120.06 Unrealized +13.1%
LEN/B LENNAR CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $116.92 Unrealized -3.6%
PHM PULTE GROUP INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $107.19 Unrealized +14.2%
DOCS DOXIMITY INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $63.15 Unrealized -11.1%
ROL ROLLINS INC 0.0%
Value ($000) $19 Shares 315 Est. Cost $54.49 Unrealized +7.7%
NEO NEOGENOMICS INC 0.0%
Value ($000) $1 Shares 98 Est. Cost $12.49 Unrealized -13.6%
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.72 Unrealized +94.7%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 400 Est. Cost $25.63 Unrealized -94.4%
WOOD ISHARES GLOBAL TIMBER & FOREST 0.0%
Value ($000) $20 Shares 275 Est. Cost $83.64 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $16 Shares 150 Est. Cost $113.33 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 133 Est. Cost $165.02 Unrealized
ATI ATI INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $68.45 Unrealized +42.4%
IYJ ISHARES TR 0.0%
Value ($000) $24 Shares 160 Est. Cost $131.25 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $1 Shares 89 Est. Cost $15.06 Unrealized -10.4%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $126.73 Unrealized +57.0%
DNOW DNOW INC 0.0%
Value ($000) $2 Shares 175 Est. Cost $15.26 Unrealized -8.0%
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $21.78 Unrealized +63.2%
DESTRA MULTI-ALTERNATIVE FD 0.0%
Value ($000) $9 Shares 1,027 Est. Cost $6.23 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.06 Unrealized +24.3%
BTSG BRIGHTSPRING HEALTH SVCS INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $19.63 Unrealized +70.8%
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 69 Est. Cost $36.41 Unrealized +5.1%
ARW ARROW ELECTRONICS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $114.83 Unrealized -1.1%
BSY BENTLEY SYS INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $48.45 Unrealized -6.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $25 Shares 275 Est. Cost $89.64 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $147.56 Unrealized +9.4%
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $7 Shares 174 Est. Cost $36.02 Unrealized +8.1%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value ($000) $2 Shares 6 Est. Cost $174.30 Unrealized +48.3%
BBEU J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6 Shares 80 Est. Cost $61.84 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $208.27 Unrealized -12.2%
GWW WW GRAINGER INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $1025.88 Unrealized -5.6%
ACM AECOM 0.0%
Value ($000) $1 Shares 8 Est. Cost $100.41 Unrealized +16.8%
FLS FLOWSERVE CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $54.95 Unrealized +16.6%
NTRA NATERA INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $158.78 Unrealized +31.4%
FN FABRINET 0.0%
Value ($000) $1 Shares 3 Est. Cost $218.21 Unrealized +99.4%
WES WESTERN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $49 Shares 1,251 Est. Cost $35.55 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $328.59 Unrealized +55.4%
IUSB ISHARES TR 0.0%
Value ($000) $68 Shares 1,454 Est. Cost $46.06 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $16 Shares 609 Est. Cost $21.74 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $43.38 Unrealized +41.1%
DEUS DBX ETF TR 0.0%
Value ($000) $28 Shares 485 Est. Cost $53.69 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $1 Shares 5 Est. Cost $120.74 Unrealized +31.5%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $474.24 Unrealized +11.1%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $27 Shares 5 Est. Cost $4684.72 Unrealized +9.7%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $2 Shares 22 Est. Cost $63.41 Unrealized +14.5%
COCO VITA COCO CO INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.67 Unrealized +31.5%
BLFS BIOLIFE SOLUTIONS INC 0.0%
Value ($000) $4 Shares 158 Est. Cost $26.33 Unrealized -0.6%
SKYY FIRST TRUST CLOUD COMPUTING ET 0.0%
Value ($000) $6 Shares 48 Est. Cost $102.23 Unrealized
FRHC FREEDOM HLDG CORP NEV 0.0%
Value ($000) $0 Shares 4 Est. Cost $147.59 Unrealized -1.7%
IUSV ISHARES TR 0.0%
Value ($000) $8 Shares 77 Est. Cost $90.12 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $98.48 Unrealized +49.6%
PSFE PAYSAFE LIMITED SHS ADR 0.0%
Value ($000) $0 Shares 41 Est. Cost $15.54 Unrealized -37.6%
TXT TEXTRON INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $74.77 Unrealized +11.9%
CGNX COGNEX CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $34.93 Unrealized +15.7%
HOLX HOLOGIC INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $68.45 Unrealized +6.7%
REYN REYNOLDS CONSUMER PRODS INC 0.0%
Value ($000) $3 Shares 114 Est. Cost $22.46 Unrealized +5.8%
BEPC BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $2 Shares 45 Est. Cost $26.31 Unrealized +52.0%
IYM ISHARES TR 0.0%
Value ($000) $5 Shares 30 Est. Cost $100.00 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $87.88 Unrealized +85.0%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $7 Shares 141 Est. Cost $46.71 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.55 Unrealized -8.7%
JQUA JPMORGAN US QUALITY FACTOR ETF 0.0%
Value ($000) $38 Shares 606 Est. Cost $47.86 Unrealized
DORM DORMAN PRODS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $127.56 Unrealized +5.8%
EPAM EPAM SYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.54 Unrealized -19.2%
E ENI SPA SPONS ADR 0.0%
Value ($000) $2 Shares 53 Est. Cost $34.23 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $1 Shares 12 Est. Cost $42.07 Unrealized +11.1%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $13.60 Unrealized +11.9%
TLN TALEN ENERGY CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $216.89 Unrealized +79.2%
KSS KOHLS CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $8.76 Unrealized +114.0%
WWD WOODWARD INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $183.99 Unrealized +49.4%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $1 Shares 12 Est. Cost $47.38 Unrealized +31.7%
DBD DIEBOLD NIXDORF INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $43.58 Unrealized +43.4%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $24 Shares 62 Est. Cost $299.00 Unrealized
G GENPACT LIMITED 0.0%
Value ($000) $1 Shares 28 Est. Cost $45.52 Unrealized -5.0%
WCC WESCO INTL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $175.64 Unrealized +39.5%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $39.15 Unrealized
SIG SIGNET JEWELERS LIMITED 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.65 Unrealized +67.7%
BLD TOPBUILD CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $320.06 Unrealized +34.0%
IVZ INVESCO LTD 0.0%
Value ($000) $1 Shares 39 Est. Cost $16.43 Unrealized +48.0%
DTIL PRECISION BIOSCIENCES INC 0.0%
Value ($000) $0 Shares 95 Est. Cost $11.78 Unrealized -51.8%
APPF APPFOLIO INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $229.40 Unrealized +3.6%
CYTK CYTOKINETICS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $42.23 Unrealized +47.3%
CUZ COUSINS PPTYS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $29.50 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $22.58 Unrealized +80.5%
CART MAPLEBEAR INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.42 Unrealized -7.9%
RGEN REPLIGEN CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $153.93 Unrealized +1.8%
BOKF BOK FINL CORP 0.0%
Value ($000) $2 Shares 17 Est. Cost $92.32 Unrealized +20.6%
PVH PVH CORPORATION 0.0%
Value ($000) $0 Shares 7 Est. Cost $80.66 Unrealized -3.1%
RBC RBC BEARINGS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $353.03 Unrealized +20.0%
FNB F N B CORP 0.0%
Value ($000) $2 Shares 115 Est. Cost $13.34 Unrealized +21.9%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $8 Shares 56 Est. Cost $103.45 Unrealized +26.4%
DCI DONALDSON INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $68.06 Unrealized +27.0%
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $80.02 Unrealized +26.8%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $1 Shares 21 Est. Cost $30.06 Unrealized +40.4%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $1 Shares 16 Est. Cost $101.99 Unrealized -9.8%
XPO XPO INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $127.10 Unrealized +7.2%
DBX DROPBOX INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $29.07 Unrealized +0.2%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $83.46 Unrealized +15.7%
WAY WAYSTAR HLDG CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $39.58 Unrealized -10.0%
CP CANADIAN PACIFIC KANSAS CITY A 0.0%
Value ($000) $8 Shares 115 Est. Cost $76.51 Unrealized -3.8%
MLI MUELLER INDS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $79.01 Unrealized +35.9%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $30.70 Unrealized +27.1%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $3 Shares 23 Est. Cost $103.13 Unrealized +7.3%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $145.49 Unrealized -22.8%
DEI DOUGLAS EMMETT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.00 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $28 Shares 438 Est. Cost $58.34 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 260 Est. Cost $27.39 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $20.46 Unrealized +25.0%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.61 Unrealized +12.1%
BLCO BAUSCH PLUS LOMB CORP 0.0%
Value ($000) $1 Shares 44 Est. Cost $12.03 Unrealized +31.8%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $146.68 Unrealized +35.2%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $138.27 Unrealized +36.8%
MTUM ISHARES TR 0.0%
Value ($000) $4 Shares 14 Est. Cost $202.14 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $1 Shares 22 Est. Cost $30.63 Unrealized +20.7%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $4 Shares 117 Est. Cost $35.86 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $8.66 Unrealized +13.7%
NOV NOV INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $14.65 Unrealized +1.3%
M MACYS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.51 Unrealized +41.1%
ITT ITT INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $142.43 Unrealized +25.8%
RRC RANGE RES CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $38.47 Unrealized -3.2%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $19.84 Unrealized -2.6%
PLNT PLANET FITNESS INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $100.65 Unrealized +2.3%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $103.04 Unrealized +19.5%
OZK BANK OZK LITTLE ROCK ARK 0.0%
Value ($000) $1 Shares 15 Est. Cost $45.46 Unrealized +1.8%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $2 Shares 105 Est. Cost $15.23 Unrealized +11.2%
XP XP INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $13.77 Unrealized +27.9%
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $1 Shares 26 Est. Cost $26.81 Unrealized +19.3%
RPM RPM INTL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.57 Unrealized -11.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $2 Shares 91 Est. Cost $18.92 Unrealized +19.8%
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $180.88 Unrealized +22.1%
NNN NNN REIT INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $42.65 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $342.70 Unrealized +35.9%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $43.62 Unrealized +3.3%
VAW VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 25 Est. Cost $180.00 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $88.60 Unrealized -21.6%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 10 Est. Cost $94.52 Unrealized +12.9%
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $1 Shares 18 Est. Cost $30.10 Unrealized -2.5%
HEI HEICO CORP NEW 0.0%
Value ($000) $27 Shares 84 Est. Cost $275.91 Unrealized +14.5%
GL GLOBE LIFE INC 0.0%
Value ($000) $3 Shares 21 Est. Cost $121.58 Unrealized +11.4%
TTC TORO CO 0.0%
Value ($000) $2 Shares 25 Est. Cost $70.95 Unrealized +4.2%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $1 Shares 29 Est. Cost $20.32 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $3 Shares 135 Est. Cost $17.74 Unrealized
SN SHARKNINJA INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $101.80 Unrealized -3.2%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 45 Est. Cost $28.71 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 35 Est. Cost $59.50 Unrealized
EQT EQT CORP 0.0%
Value ($000) $4 Shares 70 Est. Cost $50.54 Unrealized +11.0%
QRVO QORVO INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $75.16 Unrealized +17.4%
CQP CHENIERE ENERGY PARTNERS 0.0%
Value ($000) $9 Shares 169 Est. Cost $53.82 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $1 Shares 53 Est. Cost $10.52 Unrealized +20.1%
BIDU BAIDU INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $126.98 Unrealized
CFLT CONFLUENT INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.96 Unrealized -15.2%
DOCU DOCUSIGN INC 0.0%
Value ($000) $1 Shares 14 Est. Cost $86.25 Unrealized -19.8%
SNEX STONEX GROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $75.46 Unrealized +25.0%
CPAY CORPAY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $361.31 Unrealized -19.6%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $17.16 Unrealized +3.5%
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.24 Unrealized +25.5%
SPEU SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.45 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value ($000) $1 Shares 6 Est. Cost $75.10 Unrealized +22.3%
SKWD SKYWARD SPECIALTY INS GROUP 0.0%
Value ($000) $1 Shares 13 Est. Cost $48.18 Unrealized -0.2%
BIO BIO RAD LABS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $300.83 Unrealized +3.7%
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $153 Shares 4,335 Est. Cost $18.59 Unrealized +82.1%
MRCY MERCURY SYS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $43.80 Unrealized +69.8%
WEX WEX INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $164.66 Unrealized -8.5%
BOX BOX INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $32.39 Unrealized -3.2%
PJT PJT PARTNERS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $131.20 Unrealized +30.2%
FLEX FLEX LTD 0.0%
Value ($000) $1 Shares 17 Est. Cost $38.97 Unrealized +58.5%
USHY ISHARES TR 0.0%
Value ($000) $4 Shares 108 Est. Cost $36.80 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $2 Shares 46 Est. Cost $38.28 Unrealized -11.5%
GBDC GOLUB CAPITAL BDC INC 0.0%
Value ($000) $5 Shares 340 Est. Cost $14.01 Unrealized -3.4%
OSK OSHKOSH CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $98.26 Unrealized +30.2%
FCEL FUELCELL ENERGY INC 0.0%
Value ($000) $1 Shares 78 Est. Cost $9.91 Unrealized -17.5%
APLS APELLIS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $27.62 Unrealized -15.1%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $123.58 Unrealized +7.6%
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $16 Shares 465 Est. Cost $33.24 Unrealized
RARE ULTRAGENYX PHARMACEUTICAL IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.99 Unrealized +9.7%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.70 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.29 Unrealized +30.7%
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.30 Unrealized +11.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $2 Shares 405 Est. Cost $6.03 Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.07 Unrealized -36.3%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $16.78 Unrealized -22.2%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $2 Shares 21 Est. Cost $69.26 Unrealized +8.4%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $4 Shares 17 Est. Cost $193.59 Unrealized +27.6%
BOH BANK HAWAII CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.42 Unrealized -4.3%
SLGN SILGAN HLDGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $52.72 Unrealized -23.0%
BWA BORGWARNER INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $29.92 Unrealized +46.0%
OGS ONE GAS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.08 Unrealized +11.5%
TOST TOAST INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.44 Unrealized -3.7%
OVV OVINTIV INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.81 Unrealized +2.5%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $40.77 Unrealized +14.4%
AZTA AZENTA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.14 Unrealized +16.1%
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.90 Unrealized
BRX BRIXMOR PPTY GROUP INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $26.56 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.56 Unrealized -6.7%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $65.79 Unrealized +4.7%
LFUS LITTELFUSE INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $207.77 Unrealized +22.5%
SFD SMITHFIELD FOODS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $21.49 Unrealized +1.8%
EVR EVERCORE INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $241.71 Unrealized +32.8%
FDP FRESH DEL MONTE PRODUCE INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $29.71 Unrealized +19.7%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $278.73 Unrealized -8.1%
MDU MDU RES GROUP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.76 Unrealized +16.8%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $136.22 Unrealized +4.5%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $126.68 Unrealized +14.4%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $18.93 Unrealized -6.9%
STAG STAG INDL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.27 Unrealized
USO UNITED STS OIL FD LP 0.0%
Value ($000) $0 Shares 3 Est. Cost $74.00 Unrealized
ESNT ESSENT GROUP LTD 0.0%
Value ($000) $1 Shares 9 Est. Cost $60.76 Unrealized +2.2%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $408.03 Unrealized +34.7%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.32 Unrealized +6.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $33.87 Unrealized +14.7%
PAVE GLOBAL X FDS 0.0%
Value ($000) $3 Shares 62 Est. Cost $37.74 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $2 Shares 30 Est. Cost $77.09 Unrealized -0.8%
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $1 Shares 2 Est. Cost $244.42 Unrealized +4.4%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $24.51 Unrealized +5.7%
ADC AGREE RLTY CORP 0.0%
Value ($000) $1 Shares 7 Est. Cost $71.14 Unrealized
AL AIR LEASE CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $51.56 Unrealized +23.5%
ARMK ARAMARK 0.0%
Value ($000) $0 Shares 5 Est. Cost $36.37 Unrealized +4.3%
GEN GEN DIGITAL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.99 Unrealized -0.5%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $66.45 Unrealized +9.2%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $97.17 Unrealized +17.6%
TFSL TFS FINL CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $11.84 Unrealized +14.1%
MBC MASTERBRAND INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.20 Unrealized -23.0%
PHIN PHINIA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.97 Unrealized +17.4%
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $131.69 Unrealized +53.5%
CGC CANOPY GROWTH CORPORATION ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized -78.4%
FHB FIRST HAWAIIAN INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.85 Unrealized -1.5%
SKYW SKYWEST INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $102.28 Unrealized -2.1%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $2 Shares 14 Est. Cost $130.63 Unrealized -4.5%
DAYFORCE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $64.45 Unrealized +6.8%
IYE ISHARES TR 0.0%
Value ($000) $5 Shares 115 Est. Cost $33.93 Unrealized
HCI HCI GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $126.80 Unrealized +48.6%
NE NOBLE CORP PLC 0.0%
Value ($000) $1 Shares 24 Est. Cost $26.76 Unrealized +9.3%
ECG EVERUS CONSTR GROUP 0.0%
Value ($000) $0 Shares 2 Est. Cost $53.82 Unrealized +66.2%
CONTRA SAGE THERAPUTICS 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
ESAB ESAB CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.37 Unrealized -5.8%