HIGHLAND CAPITAL MANAGEMENT, LLC Diversified Active

CIK: 0000860486 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 2, 2026

Total Value ($000): $2,008,713 (100.0% shares, 0.0% debt)

Holdings (407)

New Positions (50)

APO APOLLO GLOBAL MANAGEMENT INC 0.3%
Value ($000) $5,132 Shares 35,450 Est. Cost $132.57 Unrealized 0.0%
APH AMPHENOL CORP 0.2%
Value ($000) $3,244 Shares 24,005 Est. Cost $133.54 Unrealized 0.0%
KLAC KLA-TENCOR CORP 0.2%
Value ($000) $3,128 Shares 2,574 Est. Cost $1171.91 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $2,362 Shares 13,452 Est. Cost $180.30 Unrealized 0.0%
COR CENCORA INC COM 0.1%
Value ($000) $2,348 Shares 6,952 Est. Cost $340.62 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $2,097 Shares 27,348 Est. Cost $71.65 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $2,065 Shares 7,289 Est. Cost $246.88 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $1,850 Shares 14,333 Est. Cost $134.01 Unrealized 0.0%
NTNX NUTANIX INC 0.1%
Value ($000) $1,775 Shares 34,331 Est. Cost $61.10 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $1,759 Shares 16,971 Est. Cost $93.73 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,712 Shares 8,332 Est. Cost $187.72 Unrealized 0.0%
APP APPLOVIN CORP CL A 0.1%
Value ($000) $1,638 Shares 2,431 Est. Cost $630.10 Unrealized 0.0%
INSM INSMED INC 0.1%
Value ($000) $1,489 Shares 8,558 Est. Cost $182.48 Unrealized 0.0%
AON AON CORP 0.1%
Value ($000) $1,359 Shares 3,850 Est. Cost $349.16 Unrealized 0.0%
MDB MONGODB INC CL A 0.1%
Value ($000) $1,174 Shares 2,797 Est. Cost $363.83 Unrealized 0.0%
ASTS AST SPACEMOBILE INC CL A 0.1%
Value ($000) $1,164 Shares 16,024 Est. Cost $71.36 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $831 Shares 2,538 Est. Cost $315.95 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $657 Shares 4,055 Est. Cost $173.58 Unrealized 0.0%
SLVR SPROTT SILVER MINERS & PHYSICA 0.0%
Value ($000) $558 Shares 10,000 Est. Cost $55.80 Unrealized
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $546 Shares 7,600 Est. Cost $71.79 Unrealized
AMKR AMKOR TECHNOLOGY 0.0%
Value ($000) $422 Shares 10,682 Est. Cost $35.54 Unrealized 0.0%
CSTM CONSTELLIUM SE CL A 0.0%
Value ($000) $367 Shares 19,482 Est. Cost $16.60 Unrealized 0.0%
BRKR BRUKER CORPORATION 0.0%
Value ($000) $363 Shares 7,709 Est. Cost $42.23 Unrealized 0.0%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $360 Shares 13,583 Est. Cost $23.61 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $342 Shares 2,264 Est. Cost $147.67 Unrealized 0.0%
HGV HILTON GRAND VACATIONS INC 0.0%
Value ($000) $336 Shares 7,510 Est. Cost $42.48 Unrealized 0.0%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $326 Shares 5,111 Est. Cost $60.99 Unrealized 0.0%
PARR PAR PACIFIC HOLDINGS INC 0.0%
Value ($000) $316 Shares 9,003 Est. Cost $39.74 Unrealized 0.0%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $312 Shares 31,200 Est. Cost $9.99 Unrealized
ANYWHERE REAL ESTATE INC 0.0%
Value ($000) $273 Shares 19,303 Est. Cost $14.16 Unrealized
CIEN CIENA CORPORATION 0.0%
Value ($000) $263 Shares 1,124 Est. Cost $194.00 Unrealized 0.0%
FLR FLUOR CORPORATION 0.0%
Value ($000) $252 Shares 6,355 Est. Cost $44.24 Unrealized 0.0%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $251 Shares 3,330 Est. Cost $70.74 Unrealized 0.0%
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $247 Shares 2,594 Est. Cost $76.20 Unrealized 0.0%
FIX COMFORT SYSTEMS USA INC 0.0%
Value ($000) $238 Shares 255 Est. Cost $922.99 Unrealized 0.0%
REV GROUP INC 0.0%
Value ($000) $237 Shares 3,891 Est. Cost $60.81 Unrealized
HL HECLA MINING CO 0.0%
Value ($000) $233 Shares 12,120 Est. Cost $15.27 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS INC 0.0%
Value ($000) $229 Shares 3,453 Est. Cost $49.01 Unrealized 0.0%
XMTR XOMETRY INC CLASS A 0.0%
Value ($000) $223 Shares 3,756 Est. Cost $56.37 Unrealized 0.0%
TIGO MILLICOM INTL CELLULAR SA STO 0.0%
Value ($000) $223 Shares 4,027 Est. Cost $50.35 Unrealized 0.0%
FN FABRINET 0.0%
Value ($000) $220 Shares 484 Est. Cost $435.01 Unrealized 0.0%
NXT NEXTPOWER INC CLASS A 0.0%
Value ($000) $218 Shares 2,508 Est. Cost $90.67 Unrealized 0.0%
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value ($000) $215 Shares 2,462 Est. Cost $81.85 Unrealized 0.0%
AVADEL PHARMACEUTICALS PLC 0.0%
Value ($000) $213 Shares 9,861 Est. Cost $21.55 Unrealized
PRM PERIMETER SOLUTIONS INC COMMON 0.0%
Value ($000) $212 Shares 7,684 Est. Cost $25.26 Unrealized 0.0%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $210 Shares 2,824 Est. Cost $72.55 Unrealized 0.0%
CALX CALIX INC 0.0%
Value ($000) $208 Shares 3,930 Est. Cost $58.25 Unrealized 0.0%
CPRI CAPRI HOLDINGS LTD 0.0%
Value ($000) $200 Shares 8,200 Est. Cost $23.13 Unrealized 0.0%
STNE STONECO LTD CL A 0.0%
Value ($000) $156 Shares 10,514 Est. Cost $14.79 Unrealized
GSM FERROGLOBE PLC 0.0%
Value ($000) $46 Shares 10,000 Est. Cost $4.60 Unrealized 0.0%

Increased Positions (39)

GOOGL ALPHABET INC 2.8%
Value ($000) $56,393 (+51.5%) Shares 180,169 (+17.6%) Est. Cost $127.02 Unrealized +124.8%
LLY ELI LILLY & CO 0.6%
Value ($000) $11,523 (+217.5%) Shares 10,722 (+125.4%) Est. Cost $616.65 Unrealized +55.0%
V VISA INC 1.1%
Value ($000) $22,774 (+39.2%) Shares 64,936 (+35.5%) Est. Cost $265.90 Unrealized +28.0%
TSLA TESLA INCORPORATED 0.6%
Value ($000) $12,891 (+81.4%) Shares 28,665 (+79.4%) Est. Cost $348.46 Unrealized +27.2%
C CITIGROUP INC 1.3%
Value ($000) $25,410 (+22.1%) Shares 217,753 (+6.2%) Est. Cost $48.18 Unrealized +115.1%
NFLX NETFLIX.COM INC 0.2%
Value ($000) $4,738 (-48.4%) Shares 50,535 (+560.0%) Est. Cost $101.18 Unrealized +6.6%
MA MASTERCARD INC 0.2%
Value ($000) $4,961 (+801.9%) Shares 8,690 (+798.7%) Est. Cost $552.38 Unrealized +1.2%
GPC GENUINE PARTS CO 0.4%
Value ($000) $8,081 (+102.0%) Shares 65,717 (+127.7%) Est. Cost $130.47 Unrealized -1.4%
CAT CATERPILLAR INC DEL 0.6%
Value ($000) $11,116 (+45.3%) Shares 19,404 (+21.1%) Est. Cost $292.69 Unrealized +89.8%
COST COSTCO WHOLESALE CORP 1.7%
Value ($000) $34,313 (+10.5%) Shares 39,791 (+18.6%) Est. Cost $573.24 Unrealized +58.0%
TOL TOLL BROTHERS INC 0.3%
Value ($000) $6,689 (+52.8%) Shares 49,470 (+56.1%) Est. Cost $118.49 Unrealized +14.6%
LRCX LAM RESEARCH CORP NEW 0.1%
Value ($000) $2,557 (+756.3%) Shares 14,936 (+569.8%) Est. Cost $143.94 Unrealized +7.9%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $3,078 (+270.9%) Shares 11,976 (+195.5%) Est. Cost $227.68 Unrealized +5.2%
JLL JONES LANG LASALLE INC 0.4%
Value ($000) $8,157 (+33.4%) Shares 24,243 (+18.3%) Est. Cost $172.33 Unrealized +81.9%
ABBV ABBVIE INC 0.6%
Value ($000) $11,538 (+21.2%) Shares 50,496 (+22.8%) Est. Cost $157.30 Unrealized +44.7%
TPR TAPESTRY INC 0.1%
Value ($000) $2,197 (+695.4%) Shares 17,198 (+604.8%) Est. Cost $108.48 Unrealized +5.1%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $12,956 (+16.2%) Shares 62,606 (+4.1%) Est. Cost $117.49 Unrealized +67.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $4,472 (+44.1%) Shares 9,247 (+48.8%) Est. Cost $342.15 Unrealized +39.2%
CI CIGNA GROUP 0.3%
Value ($000) $5,055 (+30.1%) Shares 18,365 (+36.3%) Est. Cost $228.41 Unrealized +22.3%
IWB iSHARES RUSSELL 1000 ETF 0.3%
Value ($000) $6,319 (+22.0%) Shares 16,922 (+19.4%) Est. Cost $243.37 Unrealized
WMT WALMART INC 0.5%
Value ($000) $10,790 (+11.8%) Shares 96,850 (+3.4%) Est. Cost $78.56 Unrealized +36.5%
MRVL MARVELL TECHNOLOGY INC 0.4%
Value ($000) $7,117 (+15.4%) Shares 83,751 (+14.2%) Est. Cost $68.90 Unrealized +26.9%
XLV HEALTH CARE SELECT SPDR 0.1%
Value ($000) $2,941 (+47.4%) Shares 18,998 (+32.5%) Est. Cost $131.38 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $6,475 (+16.6%) Shares 92,617 (+10.6%) Est. Cost $53.68 Unrealized +29.3%
FHN FIRST HORIZON NATIONAL CORPORA 0.4%
Value ($000) $8,969 (+7.6%) Shares 375,291 (+1.8%) Est. Cost $16.23 Unrealized +36.7%
IWM iSHARES RUSSELL 2000 INDEX FUN 0.1%
Value ($000) $2,077 (+44.1%) Shares 8,438 (+41.6%) Est. Cost $186.71 Unrealized
COLB COLUMBIA BANKING SYSTEMS INC 0.2%
Value ($000) $4,985 (+11.7%) Shares 178,344 (+2.9%) Est. Cost $24.91 Unrealized +7.8%
WM WASTE MANAGEMENT INC 0.5%
Value ($000) $10,342 (+4.8%) Shares 47,072 (+5.3%) Est. Cost $223.12 Unrealized -4.7%
NOW SERVICENOW INC 0.1%
Value ($000) $1,549 (-11.7%) Shares 10,110 (+430.7%) Est. Cost $176.76 Unrealized -3.0%
CME CME GROUP INC 0.1%
Value ($000) $1,306 (+13.7%) Shares 4,784 (+12.5%) Est. Cost $166.20 Unrealized +62.9%
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $3,662 (+3.4%) Shares 14,198 (+1.9%) Est. Cost $172.74 Unrealized
YUMC YUM CHINA HOLDINGS INC 0.0%
Value ($000) $893 (+14.1%) Shares 18,713 (+2.5%) Est. Cost $46.99 Unrealized -2.5%
DDOG DATADOG INC 0.1%
Value ($000) $1,631 (+7.0%) Shares 11,995 (+12.0%) Est. Cost $139.88 Unrealized +13.0%
HLI HOULIHAN LOKEY INC 0.1%
Value ($000) $1,463 (-6.0%) Shares 8,400 (+10.8%) Est. Cost $168.15 Unrealized +8.9%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,448 (+5.3%) Shares 10,058 (+106.2%) Est. Cost $166.90 Unrealized
EFA MSCI EAFE INDEX 0.1%
Value ($000) $1,381 (+4.5%) Shares 14,380 (+1.6%) Est. Cost $63.29 Unrealized
UNFI UNITED NAT FOOD INC COM 0.0%
Value ($000) $337 (-7.2%) Shares 10,013 (+3.7%) Est. Cost $26.47 Unrealized +40.4%
JEPI JPMORGAN EQUITY PREMIUM INCOME 0.1%
Value ($000) $1,167 (+1.5%) Shares 20,385 (+1.3%) Est. Cost $56.94 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $242 (+0.1%) Shares 5,406 (+100.0%) Est. Cost $60.30 Unrealized

Exited Positions (55)

CHTR CHARTER COMMUNICATIONS INC CL 0.2%
Value ($000) $3,076 Shares 11,180 Est. Cost $357.69 Unrealized -37.1%
RBLX ROBLOX CORP 0.1%
Value ($000) $2,941 Shares 21,228 Est. Cost $62.86 Unrealized +68.9%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2,791 Shares 517 Est. Cost $5094.53 Unrealized +0.9%
DASH DOORDASH INC 0.1%
Value ($000) $2,397 Shares 8,811 Est. Cost $250.83 Unrealized -6.5%
ORLY O'REILLY AUTOMOTIVE INC 0.1%
Value ($000) $2,259 Shares 20,957 Est. Cost $100.52 Unrealized -2.8%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $2,191 Shares 9,715 Est. Cost $214.74 Unrealized +13.7%
UI UBIQUITI INC 0.1%
Value ($000) $2,156 Shares 3,264 Est. Cost $499.23 Unrealized +26.7%
SYK STRYKER CORP 0.1%
Value ($000) $2,154 Shares 5,828 Est. Cost $384.53 Unrealized -5.5%
ALNY ALNYLAM PHARMACEUTICALS INC 0.1%
Value ($000) $2,083 Shares 4,569 Est. Cost $407.20 Unrealized +8.7%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $1,946 Shares 2,711 Est. Cost $680.44 Unrealized -8.8%
AAON AAON INC 0.1%
Value ($000) $1,623 Shares 17,366 Est. Cost $81.75 Unrealized +12.9%
FRHC FREEDOM HOLDING CORP NEV 0.1%
Value ($000) $1,609 Shares 9,349 Est. Cost $168.67 Unrealized -14.0%
RDDT REDDIT INC CL A 0.1%
Value ($000) $1,507 Shares 6,553 Est. Cost $134.87 Unrealized +55.9%
IT GARTNER INC 0.1%
Value ($000) $1,502 Shares 5,715 Est. Cost $291.66 Unrealized -17.5%
CRM SALESFORCE INC 0.1%
Value ($000) $1,483 Shares 6,256 Est. Cost $316.76 Unrealized -21.7%
SPOT SPOTIFY TECHNOLOGY S.A. 0.1%
Value ($000) $1,448 Shares 2,075 Est. Cost $699.24 Unrealized -10.6%
APPF APPFOLIO INC 0.1%
Value ($000) $1,435 Shares 5,204 Est. Cost $270.12 Unrealized -12.0%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $1,354 Shares 28,861 Est. Cost $47.32 Unrealized
GTLB GITLAB INC CLASS A 0.1%
Value ($000) $1,350 Shares 29,957 Est. Cost $45.75 Unrealized -5.4%
DKNG DRAFTKINGS INC CL A 0.1%
Value ($000) $1,189 Shares 31,803 Est. Cost $44.34 Unrealized -25.8%
APLS APELLIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,135 Shares 50,133 Est. Cost $23.32 Unrealized +0.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,086 Shares 5,334 Est. Cost $191.42 Unrealized +5.4%
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $902 Shares 17,000 Est. Cost $48.01 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $624 Shares 9,600 Est. Cost $63.22 Unrealized
UNILEVER PLC 0.0%
Value ($000) $468 Shares 7,901 Est. Cost $60.26 Unrealized
SSRM SSR MINING INC 0.0%
Value ($000) $424 Shares 17,359 Est. Cost $9.23 Unrealized +141.2%
SKYW SKYWEST INC 0.0%
Value ($000) $399 Shares 3,968 Est. Cost $86.79 Unrealized +15.4%
LRN STRIDE INC 0.0%
Value ($000) $371 Shares 2,491 Est. Cost $101.58 Unrealized -10.6%
WCC WESCO INTL INC COM 0.0%
Value ($000) $336 Shares 1,590 Est. Cost $177.37 Unrealized +38.1%
SLG SL GREEN REALTY CORP 0.0%
Value ($000) $329 Shares 5,496 Est. Cost $59.81 Unrealized
RSI RUSH STREET INTERACTIVE INC 0.0%
Value ($000) $318 Shares 15,506 Est. Cost $13.15 Unrealized +40.6%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $293 Shares 1,275 Est. Cost $194.38 Unrealized +13.8%
BEN FRANKLIN RES INC 0.0%
Value ($000) $292 Shares 12,619 Est. Cost $24.05 Unrealized -5.8%
BCC BOISE CASCADE CP 0.0%
Value ($000) $283 Shares 3,654 Est. Cost $85.22 Unrealized -14.6%
LIF LIFE360 INC 0.0%
Value ($000) $280 Shares 2,637 Est. Cost $84.21 Unrealized -1.4%
ATGE ADTALEM GLOBAL ED INC 0.0%
Value ($000) $278 Shares 1,799 Est. Cost $118.24 Unrealized -3.1%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $258 Shares 4,856 Est. Cost $55.85 Unrealized +5.2%
COMP COMPASS INC - CLASS A 0.0%
Value ($000) $257 Shares 32,046 Est. Cost $6.85 Unrealized +33.2%
AFRM AFFIRM HOLDINGS INC 0.0%
Value ($000) $257 Shares 3,510 Est. Cost $51.85 Unrealized +38.8%
LIBERTY MEDIA CORP LBTY LIV S 0.0%
Value ($000) $254 Shares 2,619 Est. Cost $81.16 Unrealized
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $250 Shares 2,279 Est. Cost $84.26 Unrealized +27.5%
MD MEDNAX INC 0.0%
Value ($000) $234 Shares 13,983 Est. Cost $13.71 Unrealized +49.4%
CWST CASELLA WASTE SYSTEMS INC CL A 0.0%
Value ($000) $232 Shares 2,445 Est. Cost $109.42 Unrealized -15.2%
SNEX STONEX GROUP INC 0.0%
Value ($000) $229 Shares 2,266 Est. Cost $84.58 Unrealized +11.5%
VGK VANGUARD MSCI EUROPEAN ETF 0.0%
Value ($000) $227 Shares 2,849 Est. Cost $56.10 Unrealized
NSA NATIONAL STORAGE AFFILIATES TR 0.0%
Value ($000) $221 Shares 7,303 Est. Cost $39.13 Unrealized
ROOT ROOT INC CL A NEW 0.0%
Value ($000) $218 Shares 2,437 Est. Cost $104.80 Unrealized -24.0%
ACI ALBERTSONS COMPANIES INC 0.0%
Value ($000) $213 Shares 12,143 Est. Cost $21.20 Unrealized -16.8%
DXPE DXP ENTERPRISES INC 0.0%
Value ($000) $212 Shares 1,783 Est. Cost $111.77 Unrealized -2.5%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $209 Shares 2,512 Est. Cost $72.36 Unrealized +8.5%
ARW ARROW ELECTRONICS INC 0.0%
Value ($000) $205 Shares 1,697 Est. Cost $114.83 Unrealized -1.1%
SFM SPROUTS FARMERS MARKET INC 0.0%
Value ($000) $204 Shares 1,879 Est. Cost $149.11 Unrealized -39.8%
SO SOUTHERN CO 0.0%
Value ($000) $204 Shares 2,150 Est. Cost $92.22 Unrealized -1.4%
AVPT AVEPOINT INC CL A 0.0%
Value ($000) $177 Shares 11,781 Est. Cost $16.80 Unrealized -17.8%
F FORD MOTOR CO 0.0%
Value ($000) $126 Shares 10,545 Est. Cost $9.30 Unrealized +38.0%

Decreased Positions (245)

ORCL ORACLE CORP 0.2%
Value ($000) $4,274 (-77.8%) Shares 21,930 (-68.0%) Est. Cost $160.08 Unrealized +48.7%
MU MICRON TECHNOLOGY INC 2.0%
Value ($000) $40,661 (+45.2%) Shares 142,467 (-14.9%) Est. Cost $45.10 Unrealized +408.5%
MSFT MICROSOFT CORP 6.9%
Value ($000) $138,775 (-8.0%) Shares 286,951 (-1.5%) Est. Cost $51.74 Unrealized +867.6%
NKE NIKE INC 0.1%
Value ($000) $1,639 (-77.9%) Shares 25,725 (-75.8%) Est. Cost $72.73 Unrealized -10.8%
META META PLATFORMS INC 1.5%
Value ($000) $29,784 (-15.1%) Shares 45,121 (-5.6%) Est. Cost $234.15 Unrealized +185.0%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $8,330 (-38.0%) Shares 101,943 (-25.7%) Est. Cost $46.11 Unrealized +95.3%
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $779 (-86.6%) Shares 15,828 (-87.6%) Est. Cost $36.86 Unrealized +24.2%
GEV GE VERNOVA INC 0.4%
Value ($000) $7,398 (-37.0%) Shares 11,319 (-40.7%) Est. Cost $158.10 Unrealized +285.2%
AVGO BROADCOM INC 3.7%
Value ($000) $74,482 (-4.9%) Shares 215,204 (-9.3%) Est. Cost $151.55 Unrealized +135.6%
ZTS ZOETIS INC 0.1%
Value ($000) $2,533 (-55.4%) Shares 20,130 (-48.2%) Est. Cost $159.19 Unrealized -18.2%
SONY SONY GROUP CORPORATION - ADR 0.1%
Value ($000) $2,440 (-55.1%) Shares 95,300 (-49.5%) Est. Cost $35.40 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $19,782 (+17.1%) Shares 34,139 (-2.0%) Est. Cost $277.75 Unrealized +103.5%
RCL ROYAL CARIBBEAN CRUISES LTD 0.1%
Value ($000) $2,600 (-51.7%) Shares 9,320 (-44.0%) Est. Cost $172.41 Unrealized +63.3%
BX BLACKSTONE INC 0.1%
Value ($000) $1,092 (-71.3%) Shares 7,085 (-68.2%) Est. Cost $157.81 Unrealized -4.0%
ETN EATON CORP PLC 0.3%
Value ($000) $6,586 (-27.7%) Shares 20,679 (-15.0%) Est. Cost $183.99 Unrealized +92.6%
GS GOLDMAN SACHS GROUP INC 1.7%
Value ($000) $33,501 (+7.8%) Shares 38,113 (-2.4%) Est. Cost $358.27 Unrealized +127.0%
AZO AUTOZONE INC 0.0%
Value ($000) $359 (-86.7%) Shares 106 (-83.1%) Est. Cost $3615.94 Unrealized +4.5%
NET CLOUDFLARE INC 0.1%
Value ($000) $1,137 (-67.0%) Shares 5,766 (-64.1%) Est. Cost $110.60 Unrealized +91.3%
NEM NEWMONT MINING CORPORATION 0.8%
Value ($000) $15,809 (+15.8%) Shares 158,331 (-2.3%) Est. Cost $49.01 Unrealized +84.0%
FDX FEDEX CORPORATION 0.7%
Value ($000) $13,085 (+19.5%) Shares 45,299 (-2.4%) Est. Cost $119.56 Unrealized +118.8%
ADBE ADOBE INC 0.1%
Value ($000) $2,578 (-45.0%) Shares 7,365 (-44.5%) Est. Cost $449.17 Unrealized -24.3%
PEP PEPSICO INC 0.5%
Value ($000) $10,979 (-15.7%) Shares 76,497 (-17.5%) Est. Cost $86.71 Unrealized +68.3%
NVDA NVIDIA CORP 3.2%
Value ($000) $65,052 (-2.8%) Shares 348,803 (-2.7%) Est. Cost $101.92 Unrealized +82.6%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $618 (-74.1%) Shares 4,906 (-70.8%) Est. Cost $124.31 Unrealized +13.2%
CARR CARRIER GLOBAL CORP 0.6%
Value ($000) $11,710 (-12.6%) Shares 221,614 (-1.3%) Est. Cost $24.29 Unrealized +128.6%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $10,738 (-12.9%) Shares 29,025 (-21.8%) Est. Cost $149.51 Unrealized +138.8%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $391 (-79.4%) Shares 14,949 (-79.2%) Est. Cost $21.81 Unrealized +27.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $768 (-65.6%) Shares 5,000 (-67.6%) Est. Cost $132.28 Unrealized +11.7%
QCOM QUALCOMM INC 0.5%
Value ($000) $10,213 (-11.1%) Shares 59,708 (-13.5%) Est. Cost $101.45 Unrealized +68.3%
AMZN AMAZON COM INCORPORATED 2.3%
Value ($000) $47,060 (+2.7%) Shares 203,882 (-2.3%) Est. Cost $139.18 Unrealized +64.4%
RTX RTX CORPORATION COM 0.9%
Value ($000) $18,720 (+6.9%) Shares 102,074 (-2.4%) Est. Cost $58.08 Unrealized +198.4%
CMI CUMMINS INC 0.4%
Value ($000) $9,032 (+15.4%) Shares 17,694 (-4.5%) Est. Cost $134.72 Unrealized +246.1%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $10,985 (-9.7%) Shares 76,654 (-3.2%) Est. Cost $72.69 Unrealized +102.5%
LOW LOWES COS INC 1.0%
Value ($000) $19,497 (-5.6%) Shares 80,847 (-1.7%) Est. Cost $84.68 Unrealized +183.2%
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $1,660 (-40.4%) Shares 15,083 (-42.2%) Est. Cost $112.85 Unrealized -8.6%
HOOD ROBINHOOLD MARKETS INC 0.0%
Value ($000) $897 (-55.6%) Shares 7,934 (-43.8%) Est. Cost $99.58 Unrealized +30.6%
SYF SYNCHRONY FINANCIAL 0.5%
Value ($000) $9,188 (+13.9%) Shares 110,133 (-3.0%) Est. Cost $35.30 Unrealized +116.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $4,415 (-20.2%) Shares 82,015 (-7.4%) Est. Cost $36.08 Unrealized +58.2%
T AT&T INC 0.3%
Value ($000) $5,901 (-15.9%) Shares 237,562 (-4.4%) Est. Cost $15.25 Unrealized +65.8%
CELH CELSIUS HOLDINGS INC 0.0%
Value ($000) $231 (-82.8%) Shares 5,057 (-78.4%) Est. Cost $38.52 Unrealized +30.8%
DAL DELTA AIR LINES INC 0.4%
Value ($000) $7,222 (+18.1%) Shares 104,064 (-3.4%) Est. Cost $39.47 Unrealized +58.2%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $4,072 (-21.0%) Shares 20,950 (-4.5%) Est. Cost $171.28 Unrealized +22.6%
CSCO CISCO SYS INC 0.6%
Value ($000) $12,541 (+9.2%) Shares 162,802 (-3.0%) Est. Cost $46.12 Unrealized +60.0%
EXP EAGLE MATERIALS INC 0.3%
Value ($000) $5,684 (-15.3%) Shares 27,500 (-4.5%) Est. Cost $135.02 Unrealized +63.3%
BA BOEING CO 0.5%
Value ($000) $10,733 (-8.5%) Shares 49,432 (-9.0%) Est. Cost $171.63 Unrealized +19.8%
FFIV F5 NETWORKS INC 0.1%
Value ($000) $2,924 (-24.5%) Shares 11,455 (-4.4%) Est. Cost $142.17 Unrealized +89.2%
OEF iSHARES S&P 100 INDEX FUND 0.0%
Value ($000) $439 (-67.7%) Shares 1,281 (-68.6%) Est. Cost $80.68 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $3,036 (-22.4%) Shares 30,088 (-4.3%) Est. Cost $114.70 Unrealized -5.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $4,163 (-17.3%) Shares 72,197 (-5.2%) Est. Cost $36.57 Unrealized +62.3%
BLDR BUILDERS FIRSTSOURCE INC 0.2%
Value ($000) $3,626 (-19.1%) Shares 35,240 (-4.7%) Est. Cost $166.91 Unrealized -32.7%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $4,282 (-16.6%) Shares 24,088 (-14.4%) Est. Cost $65.22 Unrealized +177.6%
DHR DANAHER CORP 0.4%
Value ($000) $7,718 (+12.3%) Shares 33,716 (-2.7%) Est. Cost $217.48 Unrealized +0.9%
RACE FERRARI NV NEW 0.1%
Value ($000) $1,792 (-31.6%) Shares 4,850 (-10.2%) Est. Cost $236.80 Unrealized +69.0%
SLB SLB LIMITED COM STK 0.2%
Value ($000) $4,947 (-13.8%) Shares 128,907 (-22.8%) Est. Cost $48.51 Unrealized -25.7%
ABNB AIRBNB INC -CL A 0.1%
Value ($000) $2,077 (-27.5%) Shares 15,302 (-35.2%) Est. Cost $142.12 Unrealized -12.4%
SAP SAP SE 0.2%
Value ($000) $3,270 (-19.4%) Shares 13,460 (-11.4%) Est. Cost $136.81 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $2,338 (-25.0%) Shares 10,917 (-43.3%) Est. Cost $157.19 Unrealized +42.9%
STWD STARWOOD PROPERTY TRUST INC 0.0%
Value ($000) $835 (-47.0%) Shares 46,350 (-43.0%) Est. Cost $19.35 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.6%
Value ($000) $12,419 (-5.5%) Shares 26,493 (-1.1%) Est. Cost $215.09 Unrealized +136.7%
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $3,618 (-16.5%) Shares 14,422 (-4.5%) Est. Cost $199.50 Unrealized +32.9%
MAR MARRIOTT INTL IN CLASS A 0.3%
Value ($000) $5,084 (+16.3%) Shares 16,388 (-2.4%) Est. Cost $269.91 Unrealized +5.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $10,320 (-6.4%) Shares 110,241 (-5.5%) Est. Cost $42.57 Unrealized +111.4%
IVV CORE S&P 500 3.1%
Value ($000) $62,615 (+1.1%) Shares 91,417 (-1.2%) Est. Cost $274.84 Unrealized
SPGI S&P GLOBAL INC 0.6%
Value ($000) $12,855 (+5.5%) Shares 24,599 (-1.8%) Est. Cost $378.05 Unrealized +30.7%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $5,906 (-9.8%) Shares 47,135 (-3.6%) Est. Cost $103.67 Unrealized +22.8%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $13,776 (-4.3%) Shares 27,406 (-4.3%) Est. Cost $243.02 Unrealized +104.7%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $8,105 (+8.3%) Shares 13,397 (-2.1%) Est. Cost $223.56 Unrealized +145.9%
ALAB ASTERA LABORATORIES INC 0.1%
Value ($000) $1,865 (-24.3%) Shares 11,212 (-10.9%) Est. Cost $125.21 Unrealized +33.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,772 (-24.6%) Shares 5,797 (-25.0%) Est. Cost $284.61 Unrealized +7.2%
APD AIR PRODUCTS & CHEMICAL INC 0.2%
Value ($000) $3,326 (-13.7%) Shares 13,466 (-4.7%) Est. Cost $263.17 Unrealized -4.4%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $2,977 (+20.3%) Shares 24,419 (-1.1%) Est. Cost $98.06 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $4,909 (-9.2%) Shares 41,880 (-4.2%) Est. Cost $68.13 Unrealized +78.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $3,942 (+13.8%) Shares 39,742 (-4.2%) Est. Cost $116.99 Unrealized -20.7%
B BARRICK MINING CORP 0.1%
Value ($000) $2,800 (+18.9%) Shares 64,289 (-10.5%) Est. Cost $19.55 Unrealized +91.4%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $4,997 (-8.0%) Shares 17,309 (-4.3%) Est. Cost $84.16 Unrealized +243.0%
CVX CHEVRON CORP 0.3%
Value ($000) $5,951 (-6.6%) Shares 39,045 (-4.8%) Est. Cost $72.85 Unrealized +107.8%
VLO VALERO ENERGY CORPORATION 0.2%
Value ($000) $4,093 (-9.1%) Shares 25,141 (-4.9%) Est. Cost $122.12 Unrealized +38.2%
COO COOPER COS INC 0.2%
Value ($000) $3,332 (+13.5%) Shares 40,650 (-5.0%) Est. Cost $101.87 Unrealized -26.5%
COF CAPITAL ONE FINANCIAL CORPORAT 0.2%
Value ($000) $4,794 (+8.8%) Shares 19,780 (-4.5%) Est. Cost $186.79 Unrealized +19.0%
O REALTY INCOME TRUST 0.1%
Value ($000) $2,957 (-11.5%) Shares 52,462 (-4.6%) Est. Cost $55.33 Unrealized +3.7%
MS MORGAN STANLEY 0.3%
Value ($000) $6,109 (+6.7%) Shares 34,410 (-4.5%) Est. Cost $91.70 Unrealized +81.5%
LIN LINDE PLC 0.1%
Value ($000) $2,147 (-15.0%) Shares 5,035 (-5.3%) Est. Cost $360.64 Unrealized +18.5%
HMC HONDA MOTOR CO LTD ADR 0.1%
Value ($000) $2,150 (-15.0%) Shares 72,935 (-11.1%) Est. Cost $30.78 Unrealized
ROKU ROKU INC 0.4%
Value ($000) $7,648 (-4.6%) Shares 70,499 (-12.0%) Est. Cost $77.16 Unrealized +31.5%
MET METLIFE INC 0.2%
Value ($000) $3,839 (-8.7%) Shares 48,631 (-4.7%) Est. Cost $60.10 Unrealized +31.3%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $4,863 (-6.9%) Shares 51,000 (-4.7%) Est. Cost $88.03 Unrealized +11.4%
KNX KNIGHT-SWIFT TRANSPORTATION 0.1%
Value ($000) $1,674 (+26.4%) Shares 32,024 (-4.4%) Est. Cost $47.86 Unrealized -2.3%
NRG NRG ENERGY INC 0.3%
Value ($000) $5,092 (-6.2%) Shares 31,980 (-4.6%) Est. Cost $33.51 Unrealized +393.4%
LYB LYONDELLBASELL INDUSTRIES N V 0.1%
Value ($000) $1,778 (-15.9%) Shares 41,055 (-4.7%) Est. Cost $72.18 Unrealized -38.4%
CASY CASEYS GENERAL STORES INC 0.2%
Value ($000) $4,676 (-6.6%) Shares 8,460 (-4.5%) Est. Cost $330.95 Unrealized +66.1%
CMCSA COMCAST CORP 0.1%
Value ($000) $1,191 (-21.6%) Shares 39,837 (-17.6%) Est. Cost $38.96 Unrealized -26.8%
EL ESTEE LAUDER COS INC 0.1%
Value ($000) $1,408 (-18.0%) Shares 13,442 (-31.0%) Est. Cost $110.26 Unrealized -12.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,243 (-8.6%) Shares 9,825 (-4.4%) Est. Cost $441.98 Unrealized -23.7%
DIS WALT DISNEY CO 0.3%
Value ($000) $5,068 (-5.6%) Shares 44,549 (-5.0%) Est. Cost $103.64 Unrealized +5.7%
STM ST MICROELECTRONICS N V 0.1%
Value ($000) $1,332 (-18.3%) Shares 51,360 (-11.0%) Est. Cost $10.52 Unrealized
GTES GATES INDUSTRIAL CORP PLC 0.1%
Value ($000) $1,017 (-22.6%) Shares 47,350 (-10.5%) Est. Cost $20.67 Unrealized +11.7%
GLPI GAMING AND LEISURE PROPERTIES 0.2%
Value ($000) $3,207 (-8.5%) Shares 71,760 (-4.5%) Est. Cost $44.59 Unrealized
TKR TIMKEN CO 0.2%
Value ($000) $4,661 (+6.8%) Shares 55,400 (-4.6%) Est. Cost $75.77 Unrealized +5.0%
PHG KONINKLIJKE PHILIPS N V 0.1%
Value ($000) $1,853 (-12.9%) Shares 68,426 (-12.3%) Est. Cost $29.18 Unrealized
BF/B BROWN FORMAN INC CL B 0.1%
Value ($000) $2,851 (-8.4%) Shares 109,410 (-4.9%) Est. Cost $31.40 Unrealized -10.9%
SE SEA LTD 0.0%
Value ($000) $531 (-32.7%) Shares 4,165 (-5.7%) Est. Cost $59.37 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $4,930 (-4.9%) Shares 58,538 (-4.4%) Est. Cost $66.26 Unrealized +26.9%
TPG TPG INC CL A 0.2%
Value ($000) $4,671 (+5.7%) Shares 73,170 (-4.9%) Est. Cost $46.19 Unrealized +27.8%
CB CHUBB LIMITED 0.2%
Value ($000) $4,572 (+5.8%) Shares 14,648 (-4.3%) Est. Cost $202.74 Unrealized +44.2%
DEO DIAGEO PLC 0.1%
Value ($000) $1,017 (-19.7%) Shares 11,790 (-11.2%) Est. Cost $125.24 Unrealized
NWS NEWS CORP 0.0%
Value ($000) $691 (-26.0%) Shares 23,320 (-13.7%) Est. Cost $19.53 Unrealized +52.7%
LITE LUMENTUM HOLDINGS INC 0.1%
Value ($000) $2,559 (+9.7%) Shares 6,942 (-51.6%) Est. Cost $124.70 Unrealized +106.0%
VIG VANGUARD DIVIDEND APP INDEX FU 0.0%
Value ($000) $599 (-27.1%) Shares 2,724 (-28.4%) Est. Cost $95.59 Unrealized
ASML ASML HOLDING N.V. 0.0%
Value ($000) $749 (-22.6%) Shares 700 (-30.0%) Est. Cost $708.55 Unrealized
FERG FERGUSON PLC COMMON STOCK NEW 0.1%
Value ($000) $1,625 (-11.7%) Shares 7,300 (-11.0%) Est. Cost $197.54 Unrealized +20.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $4,227 (-4.8%) Shares 44,004 (-5.7%) Est. Cost $71.45 Unrealized +35.9%
AIG AMERICAN INTERNATIONAL GROUP I 0.3%
Value ($000) $5,578 (+4.0%) Shares 65,207 (-4.5%) Est. Cost $36.57 Unrealized +117.9%
NXPI NXP SEMICONDUCTOR NV 0.1%
Value ($000) $1,121 (-15.3%) Shares 5,166 (-11.2%) Est. Cost $176.27 Unrealized +21.2%
FMS FRESENIUS MEDICAL CARE AG SPON 0.0%
Value ($000) $877 (-18.8%) Shares 36,800 (-10.2%) Est. Cost $21.76 Unrealized
PLD PROLOGIS INC 0.2%
Value ($000) $3,437 (+6.2%) Shares 26,920 (-4.8%) Est. Cost $113.64 Unrealized +9.0%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $16,334 (+1.2%) Shares 296,986 (-5.1%) Est. Cost $17.59 Unrealized +199.4%
NICE NICE LTD 0.0%
Value ($000) $390 (-30.9%) Shares 3,450 (-11.5%) Est. Cost $165.43 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER 0.1%
Value ($000) $1,307 (+15.1%) Shares 28,528 (-7.8%) Est. Cost $19.28 Unrealized
JD JD.COM INC 0.0%
Value ($000) $488 (-25.6%) Shares 17,000 (-9.3%) Est. Cost $34.19 Unrealized
IBN ICICI BANK LIMITED 0.0%
Value ($000) $861 (-16.1%) Shares 28,900 (-14.9%) Est. Cost $23.08 Unrealized
IBKR INTERACTIVE BROKERS GROUP 0.1%
Value ($000) $1,528 (-9.7%) Shares 23,760 (-3.4%) Est. Cost $62.79 Unrealized +6.5%
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $623 (-20.8%) Shares 18,985 (-12.5%) Est. Cost $32.51 Unrealized
NVO NOVO NORDISK A/S 0.0%
Value ($000) $738 (-17.9%) Shares 14,500 (-10.5%) Est. Cost $111.06 Unrealized
SCHW CHARLES SCHWAB CORPORATION 0.1%
Value ($000) $1,440 (-9.9%) Shares 14,412 (-13.9%) Est. Cost $64.05 Unrealized +47.9%
MUFG MITSUBISHI UFJ FINANCIAL GROUP 0.1%
Value ($000) $1,222 (-11.4%) Shares 77,050 (-11.0%) Est. Cost $8.49 Unrealized
GDMN WISDOMTREE EFFICIENT GOLD PLUS 0.0%
Value ($000) $558 (-22.0%) Shares 6,000 (-33.3%) Est. Cost $79.47 Unrealized
USB US BANCORP 0.2%
Value ($000) $3,058 (+5.1%) Shares 57,316 (-4.8%) Est. Cost $29.33 Unrealized +66.1%
RSP INVESCO S&P 500 EQUAL WEIGHT 0.2%
Value ($000) $3,356 (-4.2%) Shares 17,520 (-5.1%) Est. Cost $149.88 Unrealized
DVY iSHARES DJ SELECT DIVIDEND IND 0.3%
Value ($000) $6,585 (-2.1%) Shares 46,653 (-1.5%) Est. Cost $68.44 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $2,753 (-4.8%) Shares 37,450 (-5.5%) Est. Cost $94.96 Unrealized -25.8%
AEP AMERICAN ELEC PWR INC 0.3%
Value ($000) $5,855 (-2.3%) Shares 50,773 (-4.7%) Est. Cost $67.99 Unrealized +73.1%
TSM TAIWAN SEMICONDUCTOR MFG 0.2%
Value ($000) $3,829 (-3.5%) Shares 12,599 (-11.3%) Est. Cost $60.38 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,033 (-11.6%) Shares 41,467 (-9.6%) Est. Cost $22.65 Unrealized +10.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,888 (+7.5%) Shares 15,382 (-2.8%) Est. Cost $112.28 Unrealized +7.7%
VTI VANGUARD US TOTAL EQUITY MARKE 0.6%
Value ($000) $11,607 (+1.1%) Shares 34,621 (-1.0%) Est. Cost $135.15 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $1,591 (-7.5%) Shares 21,646 (-9.9%) Est. Cost $61.76 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.2%
Value ($000) $4,300 (-2.9%) Shares 163,948 (-4.8%) Est. Cost $31.91 Unrealized
IWD RUSSELL 1000 VALUE INDEX 0.2%
Value ($000) $4,191 (-2.8%) Shares 19,923 (-6.0%) Est. Cost $128.45 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $2,397 (-4.8%) Shares 43,761 (-6.4%) Est. Cost $28.78 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.4%
Value ($000) $7,545 (-1.6%) Shares 30,060 (-3.8%) Est. Cost $132.86 Unrealized +87.2%
EFG iSHARES MSCI EAFE GROWTH INDEX 0.0%
Value ($000) $348 (-25.9%) Shares 3,056 (-25.9%) Est. Cost $62.37 Unrealized
JPM JP MORGAN CHASE & CO 2.5%
Value ($000) $50,397 (+0.2%) Shares 156,407 (-1.9%) Est. Cost $128.16 Unrealized +141.5%
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $505 (+28.5%) Shares 6,825 (-3.2%) Est. Cost $42.73 Unrealized +53.6%
ADNT ADIENT PLC 0.0%
Value ($000) $209 (-34.7%) Shares 10,888 (-18.0%) Est. Cost $23.36 Unrealized -9.9%
TGT TARGET CORP 0.0%
Value ($000) $210 (-34.1%) Shares 2,144 (-39.5%) Est. Cost $136.67 Unrealized -33.0%
SYY SYSCO CORP 0.0%
Value ($000) $221 (-32.6%) Shares 3,000 (-24.7%) Est. Cost $54.80 Unrealized +37.8%
SAH SONIC AUTOMOTIVE INC 0.0%
Value ($000) $212 (-33.3%) Shares 3,433 (-18.0%) Est. Cost $79.77 Unrealized -17.0%
MT ARCELORMITTAL S A 0.0%
Value ($000) $919 (+12.7%) Shares 20,177 (-10.6%) Est. Cost $30.26 Unrealized
OKTA OKTA INC 0.1%
Value ($000) $1,371 (-7.0%) Shares 15,856 (-1.4%) Est. Cost $93.37 Unrealized -6.5%
SANM SANMINA CORP 0.0%
Value ($000) $473 (+27.6%) Shares 3,153 (-2.1%) Est. Cost $81.23 Unrealized +81.7%
TD TORONTO DOMINION BK NEW 0.1%
Value ($000) $1,936 (+5.5%) Shares 20,550 (-10.5%) Est. Cost $60.74 Unrealized +39.0%
DOCU DOCUSIGN INC 0.1%
Value ($000) $1,157 (-8.0%) Shares 16,909 (-3.1%) Est. Cost $77.06 Unrealized -10.3%
GLW CORNING INC 0.4%
Value ($000) $7,111 (+1.4%) Shares 81,218 (-5.0%) Est. Cost $21.23 Unrealized +305.0%
CVNA CARVANA CO CL A 0.1%
Value ($000) $1,170 (-7.4%) Shares 2,773 (-17.2%) Est. Cost $167.01 Unrealized +122.6%
AER AERCAP HOLDINGS NV 0.1%
Value ($000) $1,761 (+5.5%) Shares 12,250 (-11.2%) Est. Cost $93.16 Unrealized +42.2%
EEM ISHARES MSCI EMERGING MKTS IND 0.1%
Value ($000) $1,276 (-6.5%) Shares 23,322 (-8.7%) Est. Cost $41.99 Unrealized
SCHX SCHWAB US LARGE CAP ETF 0.0%
Value ($000) $338 (-20.4%) Shares 12,577 (-22.1%) Est. Cost $35.94 Unrealized
CRS CARPENTER TECHNOLOGY 0.0%
Value ($000) $423 (+25.5%) Shares 1,342 (-2.1%) Est. Cost $192.09 Unrealized +56.5%
ICLR ICON PLC 0.1%
Value ($000) $1,224 (-6.3%) Shares 6,718 (-10.0%) Est. Cost $250.11 Unrealized -28.8%
BIDU BAIDU INC 0.0%
Value ($000) $723 (-10.1%) Shares 5,530 (-9.3%) Est. Cost $168.26 Unrealized
ING ING GROEP N V 0.1%
Value ($000) $2,482 (-3.1%) Shares 88,660 (-9.8%) Est. Cost $14.93 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $1,691 (+4.7%) Shares 3,621 (-4.4%) Est. Cost $386.45 Unrealized +20.0%
WKC WORLD FUEL SVCS CORP 0.0%
Value ($000) $208 (-25.8%) Shares 8,893 (-17.9%) Est. Cost $27.86 Unrealized -11.5%
DAN DANA INC 0.0%
Value ($000) $558 (+14.9%) Shares 23,476 (-3.1%) Est. Cost $10.89 Unrealized +93.8%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $743 (-8.9%) Shares 2,508 (-13.2%) Est. Cost $159.83 Unrealized +86.9%
ACN ACCENTURE PLC 0.2%
Value ($000) $4,778 (+1.5%) Shares 17,810 (-6.7%) Est. Cost $243.60 Unrealized +4.3%
TKO TKO GROUP HOLDINGS INC CL A 0.3%
Value ($000) $5,513 (-1.2%) Shares 26,380 (-4.6%) Est. Cost $153.11 Unrealized +26.6%
AFL AFLAC INC 0.1%
Value ($000) $1,554 (-4.2%) Shares 14,095 (-3.0%) Est. Cost $30.54 Unrealized +259.6%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $1,706 (+4.1%) Shares 14,696 (-2.3%) Est. Cost $101.35 Unrealized +9.0%
TS TENARIS SA 0.1%
Value ($000) $1,694 (-3.8%) Shares 44,070 (-10.5%) Est. Cost $28.77 Unrealized
BP BP PLC 0.0%
Value ($000) $783 (-7.8%) Shares 22,543 (-8.6%) Est. Cost $35.98 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $4,670 (+1.4%) Shares 58,177 (-4.6%) Est. Cost $64.68 Unrealized +27.6%
AVT AVNET INC 0.0%
Value ($000) $205 (-24.1%) Shares 4,265 (-17.5%) Est. Cost $50.48 Unrealized -3.1%
AEG AEGON N.V. 0.0%
Value ($000) $420 (-13.2%) Shares 54,427 (-10.1%) Est. Cost $6.23 Unrealized
BTSG BRIGHTSPRING HEALTH SERVICES I 0.0%
Value ($000) $358 (+21.0%) Shares 9,552 (-4.5%) Est. Cost $19.63 Unrealized +70.8%
IHG INTERCONTINENTAL HOTELS GROUP 0.1%
Value ($000) $2,085 (+3.1%) Shares 14,803 (-11.3%) Est. Cost $60.39 Unrealized
ABG ASBURY AUTOMOTIVE GROUP INC 0.0%
Value ($000) $213 (-22.4%) Shares 915 (-18.4%) Est. Cost $247.34 Unrealized -4.4%
PFGC PERFORMANCE FOOD GROUP COMPANY 0.0%
Value ($000) $311 (-16.4%) Shares 3,459 (-3.3%) Est. Cost $73.48 Unrealized +31.4%
BUD ANHEUSER BUSCH INBEV N V 0.1%
Value ($000) $1,500 (-3.9%) Shares 23,425 (-10.5%) Est. Cost $99.74 Unrealized
KTOS KRATOS DEFENSE & SECURITY 0.0%
Value ($000) $258 (-18.5%) Shares 3,402 (-1.9%) Est. Cost $64.04 Unrealized +27.8%
MCK MCKESSON HBOC INC 0.4%
Value ($000) $8,040 (+0.7%) Shares 9,801 (-5.1%) Est. Cost $597.22 Unrealized +36.6%
VVX V2X INC 0.0%
Value ($000) $282 (-16.6%) Shares 5,176 (-11.2%) Est. Cost $53.46 Unrealized +5.2%
SPY STATE STREET SPDR S&P 500 ETF 0.2%
Value ($000) $4,551 (+1.2%) Shares 6,674 (-1.1%) Est. Cost $316.41 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $1,812 (-3.0%) Shares 13,144 (-9.7%) Est. Cost $96.67 Unrealized
M MACYS INC 0.0%
Value ($000) $507 (+12.2%) Shares 22,986 (-8.8%) Est. Cost $25.94 Unrealized -21.1%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $946 (-5.5%) Shares 12,229 (-11.2%) Est. Cost $62.61 Unrealized
UBS UBS GROUP AG 0.2%
Value ($000) $3,902 (+1.4%) Shares 84,261 (-10.2%) Est. Cost $22.28 Unrealized +81.4%
IVZ INVESCO LTD 0.1%
Value ($000) $1,935 (+2.7%) Shares 73,645 (-10.3%) Est. Cost $15.00 Unrealized +62.1%
DNOW DNOW INC COM 0.0%
Value ($000) $275 (-15.5%) Shares 20,792 (-2.7%) Est. Cost $11.19 Unrealized +25.4%
PPC PILGRIMS PRIDE CORP 0.0%
Value ($000) $252 (-16.3%) Shares 6,468 (-12.6%) Est. Cost $45.36 Unrealized -15.2%
BNS BK NOVA SCOTIA HALIFAX 0.1%
Value ($000) $1,816 (+2.7%) Shares 24,650 (-9.9%) Est. Cost $50.24 Unrealized +35.3%
TAK TAKEDA PHARMACEUTIC COMPANY 0.0%
Value ($000) $854 (-5.3%) Shares 54,800 (-11.1%) Est. Cost $15.49 Unrealized
SCHA SCHWAB U.S. SMALL CAP ETF 0.0%
Value ($000) $202 (-19.1%) Shares 7,085 (-20.7%) Est. Cost $23.43 Unrealized
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $2,772 (-1.6%) Shares 59,380 (-4.6%) Est. Cost $48.19 Unrealized -5.0%
AB ALLIANCEBERNSTEIN HOLDING L.P. 0.1%
Value ($000) $1,613 (-2.7%) Shares 41,911 (-3.3%) Est. Cost $36.54 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value ($000) $260 (-14.5%) Shares 694 (-2.9%) Est. Cost $361.29 Unrealized +7.6%
BHP BHP GROUP LIMITED 0.1%
Value ($000) $1,217 (-3.4%) Shares 20,163 (-10.8%) Est. Cost $68.03 Unrealized
HUBG HUB GRP INC CL A 0.0%
Value ($000) $273 (+18.6%) Shares 6,406 (-4.2%) Est. Cost $42.47 Unrealized -10.5%
SNX SYNNEX CORPORATION 0.0%
Value ($000) $342 (-10.8%) Shares 2,276 (-2.7%) Est. Cost $117.27 Unrealized +30.3%
TTMI TTM TECHNOLOGIES 0.0%
Value ($000) $286 (+16.6%) Shares 4,139 (-2.7%) Est. Cost $46.47 Unrealized +40.4%
PRIM PRIMORIS SERVICES CORP 0.0%
Value ($000) $317 (-11.3%) Shares 2,552 (-1.9%) Est. Cost $67.77 Unrealized +92.7%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $2,476 (-1.6%) Shares 15,380 (-9.2%) Est. Cost $59.60 Unrealized +169.4%
PAG PENSKE AUTOMOTIVE GROUP INC 0.0%
Value ($000) $291 (-12.0%) Shares 1,841 (-3.4%) Est. Cost $158.93 Unrealized +3.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $421 (-8.6%) Shares 10,340 (-1.3%) Est. Cost $32.70 Unrealized +23.8%
EYE NATIONAL VISION HOLDINGS INC 0.0%
Value ($000) $236 (-14.2%) Shares 9,137 (-3.1%) Est. Cost $24.56 Unrealized +9.5%
EME EMCOR GROUP INC 0.0%
Value ($000) $421 (-7.7%) Shares 688 (-2.0%) Est. Cost $356.05 Unrealized +81.9%
CMBT CMB.TECH NV SHS 0.0%
Value ($000) $356 (-8.6%) Shares 36,850 (-11.1%) Est. Cost $11.28 Unrealized -13.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $317 (-8.9%) Shares 1,977 (-7.9%) Est. Cost $114.02 Unrealized +34.7%
AGX ARGAN INC 0.0%
Value ($000) $257 (+13.5%) Shares 819 (-2.2%) Est. Cost $228.35 Unrealized +38.8%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $228 (-11.7%) Shares 746 (-2.1%) Est. Cost $283.87 Unrealized +21.4%
AFG AMERICAN FINANCIAL GROUP INC 0.0%
Value ($000) $282 (-9.6%) Shares 2,065 (-3.6%) Est. Cost $117.69 Unrealized +13.5%
LEA LEAR CORP 0.0%
Value ($000) $319 (+10.3%) Shares 2,784 (-3.1%) Est. Cost $95.28 Unrealized +11.6%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $267 (-9.9%) Shares 840 (-2.3%) Est. Cost $271.66 Unrealized +30.1%
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $256 (-10.2%) Shares 8,135 (-3.1%) Est. Cost $30.68 Unrealized +5.9%
CRK COMSTOCK RES INC COM NEW 0.0%
Value ($000) $231 (+13.7%) Shares 9,946 (-2.7%) Est. Cost $19.16 Unrealized +15.0%
KB KB FINANCIAL GROUP INC 0.0%
Value ($000) $258 (-8.4%) Shares 3,000 (-11.8%) Est. Cost $82.91 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $204 (-10.4%) Shares 418 (-12.0%) Est. Cost $383.76 Unrealized
DB DEUTSCHE BANK AG 0.0%
Value ($000) $933 (-2.4%) Shares 24,190 (-10.3%) Est. Cost $13.22 Unrealized +173.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $176 (-11.3%) Shares 12,013 (-17.5%) Est. Cost $19.87 Unrealized -30.8%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $273 (+8.9%) Shares 5,803 (-2.8%) Est. Cost $36.74 Unrealized
IESC IES HOLDINGS INC 0.0%
Value ($000) $467 (-4.6%) Shares 1,200 (-2.4%) Est. Cost $234.53 Unrealized +71.4%
USFD US FOODS HOLDING CORP 0.0%
Value ($000) $341 (-5.1%) Shares 4,524 (-3.4%) Est. Cost $53.88 Unrealized +39.4%
HLN HALEON PLC 0.0%
Value ($000) $227 (-7.4%) Shares 22,445 (-17.8%) Est. Cost $8.43 Unrealized
JBL JABIL INC 0.0%
Value ($000) $582 (+2.7%) Shares 2,553 (-2.1%) Est. Cost $118.63 Unrealized +79.8%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $240 (-6.0%) Shares 2,635 (-3.4%) Est. Cost $116.24 Unrealized -21.2%
QQQ INVESCO QQQ TRUST SER 1 0.0%
Value ($000) $592 (-2.4%) Shares 964 (-4.6%) Est. Cost $328.42 Unrealized
MGM MGM RESORTS INT'L 0.2%
Value ($000) $3,339 (+0.4%) Shares 91,510 (-4.6%) Est. Cost $42.26 Unrealized -19.7%
ZM ZOOM VIDEO COMMUNICATIONS 0.2%
Value ($000) $4,082 (-0.3%) Shares 47,300 (-4.7%) Est. Cost $77.31 Unrealized +8.9%
IWS RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $518 (-1.9%) Shares 3,671 (-2.9%) Est. Cost $64.83 Unrealized
THG HANOVER INSURANCE GROUP 0.0%
Value ($000) $361 (-2.5%) Shares 1,973 (-3.1%) Est. Cost $139.11 Unrealized +28.7%
TNK TEEKAY TANKERS LTD 0.0%
Value ($000) $378 (+2.3%) Shares 7,072 (-3.2%) Est. Cost $39.02 Unrealized +43.9%
IWO RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $1,902 (-0.4%) Shares 5,889 (-1.4%) Est. Cost $122.45 Unrealized
ARCB ARCBEST CORP 0.0%
Value ($000) $319 (+2.7%) Shares 4,294 (-3.3%) Est. Cost $74.93 Unrealized -5.2%
HST HOST HOTELS & RESORTS 0.0%
Value ($000) $327 (+2.4%) Shares 18,432 (-1.7%) Est. Cost $16.09 Unrealized +5.2%
IJH CORE S&P MIDCAP 0.0%
Value ($000) $883 (-0.9%) Shares 13,380 (-2.0%) Est. Cost $84.55 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $491 (+1.2%) Shares 1,560 (-1.0%) Est. Cost $144.11 Unrealized
VHT VANGUARD HEALTH CARE 0.0%
Value ($000) $392 (+1.5%) Shares 1,361 (-8.5%) Est. Cost $135.47 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $219 (-1.8%) Shares 6,700 (-4.0%) Est. Cost $29.21 Unrealized
TDS TELEPHONE & DATA SYS INC 0.0%
Value ($000) $215 (+1.7%) Shares 5,255 (-2.7%) Est. Cost $38.48 Unrealized +1.2%
JXN JACKSON FINANICAL INC 0.0%
Value ($000) $340 (+0.7%) Shares 3,186 (-4.4%) Est. Cost $92.07 Unrealized +7.4%
BWA BORGWARNER INC 0.0%
Value ($000) $376 (-0.4%) Shares 8,334 (-2.9%) Est. Cost $32.77 Unrealized +33.3%
OUSA APLS O'SHARES US QUALITY DIVID 0.0%
Value ($000) $309 (+0.5%) Shares 5,350 (-1.5%) Est. Cost $40.44 Unrealized
GSK GSK PLC 0.0%
Value ($000) $816 (-0.2%) Shares 16,642 (-12.1%) Est. Cost $36.28 Unrealized
MCY MERCURY GENERAL CORP 0.0%
Value ($000) $386 (-0.2%) Shares 4,101 (-10.0%) Est. Cost $66.73 Unrealized +30.0%
MMM 3M CO 0.0%
Value ($000) $602 (+0.1%) Shares 3,758 (-3.0%) Est. Cost $109.70 Unrealized +48.7%

Unchanged Positions (73)

GOOG ALPHABET INC 1.7%
Value ($000) $34,807 Shares 110,920 Est. Cost $95.84 Unrealized +198.8%
AAPL APPLE INC 5.4%
Value ($000) $107,978 Shares 397,184 Est. Cost $91.01 Unrealized +194.9%
MRK MERCK & CO INC 1.4%
Value ($000) $27,460 Shares 260,881 Est. Cost $98.02 Unrealized -4.9%
VOT VANGUARD MID CAP GROWTH INDEX 0.6%
Value ($000) $12,043 Shares 43,143 Est. Cost $122.65 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $4,284 Shares 16,656 Est. Cost $88.22 Unrealized +200.2%
UVE UNIVERSAL INSURANCE HOLDINGS I 0.1%
Value ($000) $2,571 Shares 76,069 Est. Cost $16.44 Unrealized +94.0%
HD HOME DEPOT INC 0.1%
Value ($000) $2,842 Shares 8,259 Est. Cost $204.47 Unrealized +78.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $7,953 Shares 66,091 Est. Cost $42.14 Unrealized +174.0%
IEFA iSHARES CORE MSCI EAFE ETF 1.0%
Value ($000) $20,651 Shares 230,838 Est. Cost $57.80 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE 0.5%
Value ($000) $10,694 Shares 115,860 Est. Cost $67.28 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 0.3%
Value ($000) $5,188 Shares 83,044 Est. Cost $41.84 Unrealized
IEMG iSHARES CORE MSCI EMERGING MAR 0.4%
Value ($000) $7,541 Shares 112,187 Est. Cost $51.54 Unrealized
WFC WELLS FARGO CO 0.1%
Value ($000) $1,640 Shares 17,594 Est. Cost $51.56 Unrealized +68.0%
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $790 Shares 5,390 Est. Cost $165.58 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.5%
Value ($000) $9,566 Shares 31,665 Est. Cost $151.44 Unrealized
GE GENERAL ELEC CO 0.4%
Value ($000) $7,639 Shares 24,801 Est. Cost $206.11 Unrealized +45.9%
VBR VANGUARD SMALL CAP VALUE 0.5%
Value ($000) $10,656 Shares 50,315 Est. Cost $115.00 Unrealized
PWR QUANTA SERVICES INC 0.4%
Value ($000) $8,679 Shares 20,564 Est. Cost $291.62 Unrealized +50.6%
EFX EQUIFAX INC 0.0%
Value ($000) $578 Shares 2,666 Est. Cost $162.01 Unrealized +35.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.6%
Value ($000) $11,963 Shares 46,724 Est. Cost $134.79 Unrealized +85.0%
NUE NUCOR CORP 0.0%
Value ($000) $494 Shares 3,028 Est. Cost $57.07 Unrealized +162.5%
IWF RUSSELL 1000 GROWTH INDEX 1.8%
Value ($000) $35,455 Shares 74,911 Est. Cost $158.83 Unrealized
IWP RUSSELL MIDCAP GROWTH INDEX 0.1%
Value ($000) $1,711 Shares 12,497 Est. Cost $86.98 Unrealized
MTD METTLER-TOLEDO INTL 0.0%
Value ($000) $584 Shares 419 Est. Cost $457.08 Unrealized +205.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $548 Shares 1,230 Est. Cost $346.53 Unrealized +33.4%
VOO VANGUARD S&P 500 INDEX FUND 0.2%
Value ($000) $3,832 Shares 6,110 Est. Cost $482.42 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,835 Shares 20,740 Est. Cost $87.38 Unrealized
VOE VANGUARD MID CAP VALUE INDEX F 0.5%
Value ($000) $9,192 Shares 51,824 Est. Cost $101.23 Unrealized
OGN ORGANON & COMPANY 0.0%
Value ($000) $98 Shares 13,633 Est. Cost $26.93 Unrealized -70.7%
CSX CSX CORP 0.2%
Value ($000) $4,452 Shares 122,800 Est. Cost $26.26 Unrealized +36.0%
ACWX iSHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $1,492 Shares 22,226 Est. Cost $46.35 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $334 Shares 7,245 Est. Cost $37.66 Unrealized +36.2%
STT STATE STREET CORPORATION 0.0%
Value ($000) $452 Shares 3,500 Est. Cost $50.25 Unrealized +136.8%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $216 Shares 2,035 Est. Cost $97.02 Unrealized +19.3%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $388 Shares 980 Est. Cost $288.14 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON S 0.0%
Value ($000) $220 Shares 11,000 Est. Cost $25.50 Unrealized -15.7%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $626 Shares 925 Est. Cost $174.53 Unrealized +290.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $421 Shares 1,200 Est. Cost $225.87 Unrealized +49.1%
IVW iSHARES S&P 500 GROWTH INDEX 0.1%
Value ($000) $1,773 Shares 14,382 Est. Cost $88.72 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $512 Shares 2,952 Est. Cost $159.07 Unrealized +7.3%
ATR APTAR GROUP INC 0.0%
Value ($000) $325 Shares 2,666 Est. Cost $116.05 Unrealized +5.9%
VO VANGUARD MID CAP ETF 0.1%
Value ($000) $2,383 Shares 8,210 Est. Cost $213.79 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $318 Shares 8,617 Est. Cost $24.23 Unrealized +55.9%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $1,030 Shares 38,000 Est. Cost $19.05 Unrealized +33.2%
IWN RUSSELL 2000 VALUE INDEX 0.1%
Value ($000) $1,058 Shares 5,841 Est. Cost $94.51 Unrealized
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $89 Shares 20,000 Est. Cost $1.37 Unrealized +209.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $271 Shares 1,387 Est. Cost $199.29 Unrealized -2.1%
CCJ CAMECO CORP 0.0%
Value ($000) $247 Shares 2,700 Est. Cost $53.26 Unrealized +68.9%
MCO MOODYS CORP 0.0%
Value ($000) $301 Shares 590 Est. Cost $259.93 Unrealized +87.5%
VYMI VANGUARD INTL HIGH DIV YIELD F 0.0%
Value ($000) $340 Shares 3,775 Est. Cost $60.44 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $567 Shares 14,460 Est. Cost $23.39 Unrealized +65.7%
SPLV POWERSHARES S&P 500 LOW VOLATI 0.0%
Value ($000) $529 Shares 7,405 Est. Cost $57.08 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI E 0.0%
Value ($000) $378 Shares 9,131 Est. Cost $27.60 Unrealized
ACWI iSHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $692 Shares 4,891 Est. Cost $91.16 Unrealized
IEUR THE iSHARES CORE MSCI EUROPE E 0.0%
Value ($000) $377 Shares 5,305 Est. Cost $47.96 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $234 Shares 4,900 Est. Cost $35.52 Unrealized +32.6%
EPP iSHARES MSCI PACIFIC EX JAPAN 0.0%
Value ($000) $579 Shares 11,468 Est. Cost $45.55 Unrealized
IWR RUSSELL MIDCAP INDEX 0.2%
Value ($000) $3,345 Shares 34,748 Est. Cost $72.88 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $533 Shares 2,305 Est. Cost $143.31 Unrealized +58.6%
DE DEERE & CO 0.0%
Value ($000) $620 Shares 1,332 Est. Cost $344.20 Unrealized +35.9%
VWO VANGUARD EMERGING MARKETS ETF 0.1%
Value ($000) $1,403 Shares 26,097 Est. Cost $41.07 Unrealized
TRV TRAVELERS COS INC 0.0%
Value ($000) $265 Shares 912 Est. Cost $215.32 Unrealized +30.3%
SFNC SIMMONS FIRST NATIONAL CORP CL 0.0%
Value ($000) $475 Shares 25,205 Est. Cost $30.37 Unrealized -39.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $224 Shares 984 Est. Cost $200.01 Unrealized +15.6%
IQ IQIYI INC 0.0%
Value ($000) $22 Shares 11,400 Est. Cost $7.28 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ET 0.0%
Value ($000) $226 Shares 9,382 Est. Cost $22.10 Unrealized
CLIR CLEARSIGN COMBUSTION CORP 0.0%
Value ($000) $18 Shares 32,454 Est. Cost $5.31 Unrealized -85.0%
IJK iSHARES S&P MIDCAP GROWTH INDE 0.0%
Value ($000) $515 Shares 5,314 Est. Cost $97.93 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD E 0.0%
Value ($000) $252 Shares 1,757 Est. Cost $106.23 Unrealized
IJR CORE S&P SMALLCAP 600 INDEX 0.0%
Value ($000) $366 Shares 3,043 Est. Cost $101.65 Unrealized
SNT SENSTAR TECHNOLOGIES LTD 0.0%
Value ($000) $58 Shares 12,035 Est. Cost $1.17 Unrealized +267.6%
SCHM SCHWAB US MID CAP ETF 0.0%
Value ($000) $333 Shares 11,090 Est. Cost $40.48 Unrealized
MAA MID-AMERICA APARTMENT COMMUNIT 0.0%
Value ($000) $259 Shares 1,864 Est. Cost $76.31 Unrealized +74.3%