WESBANCO BANK INC Diversified Active

Location: Wheeling, WV

CIK: 0000877134 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 28, 2026

Total Value: $4.021B (100.0% shares, 0.0% debt)

Holdings (676)

New Positions (62)

HON HONEYWELL INTERNATIONAL INC 0.2%
Value $8.511M Shares 38,014 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.2%
Value $8.412M Shares 37,996 Est. Cost $221.40 Unrealized
TDC TERADATA 0.1%
Value $2.062M Shares 59,512 Est. Cost $34.65 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $1.744M Shares 12,861 Est. Cost $135.61 Unrealized
FSLY FASTLY INC 0.0%
Value $1.652M Shares 90,000 Est. Cost $18.36 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value $1.651M Shares 24,850 Est. Cost $66.42 Unrealized
WING WINGSTOP INC 0.0%
Value $1.526M Shares 8,800 Est. Cost $173.41 Unrealized
NRIX NURIX THERAPEUTICS INC 0.0%
Value $1.521M Shares 62,700 Est. Cost $24.26 Unrealized
IHI ISHARES 0.0%
Value $1.51M Shares 30,566 Est. Cost $49.41 Unrealized
CIEN CIENA CORP 0.0%
Value $1.497M Shares 3,052 Est. Cost $490.56 Unrealized
LMB LIMBACH HOLDINGS INC 0.0%
Value $1.448M Shares 18,800 Est. Cost $77.00 Unrealized
LKFN LAKELAND FINANCIAL CORP 0.0%
Value $1.438M Shares 23,300 Est. Cost $61.72 Unrealized
HTO H2O AMERICA 0.0%
Value $1.361M Shares 22,400 Est. Cost $60.77 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value $1.344M Shares 228,500 Est. Cost $5.88 Unrealized
FDXF FEDEX FREIGHT HOLDING CO 0.0%
Value $1.152M Shares 7,630 Est. Cost $151.00 Unrealized
BOOT BOOT BARN HOLDINGS INC 0.0%
Value $969K Shares 5,900 Est. Cost $164.27 Unrealized
AMBA AMBARELLA INC 0.0%
Value $901K Shares 10,500 Est. Cost $85.80 Unrealized
TARS TARSUS PHARMACEUTICALS INC 0.0%
Value $881K Shares 14,000 Est. Cost $62.94 Unrealized
DFAI DIMENSIONAL 0.0%
Value $719K Shares 17,322 Est. Cost $41.50 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value $718K Shares 23,000 Est. Cost $31.20 Unrealized
SPCX SPACE EXPLORATION TECH-CLASS A 0.0%
Value $712K Shares 4,166 Est. Cost $170.86 Unrealized
ASML ASML HOLDING N.V. 0.0%
Value $710K Shares 357 Est. Cost $1989.44 Unrealized
XYL XYLEM INC 0.0%
Value $709K Shares 6,000 Est. Cost $118.21 Unrealized
MEC MAYVILLE ENGINEERING CO INC 0.0%
Value $674K Shares 18,000 Est. Cost $37.46 Unrealized
AVAH AVEANNA HEALTHCARE HOLDINGS INC 0.0%
Value $660K Shares 77,000 Est. Cost $8.57 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value $641K Shares 14,206 Est. Cost $45.11 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING 0.0%
Value $597K Shares 2,195 Est. Cost $271.95 Unrealized
SPHY STATE STREET SPDR 0.0%
Value $536K Shares 23,000 Est. Cost $23.30 Unrealized
SPTM STATE STREET SPDR 0.0%
Value $485K Shares 5,339 Est. Cost $90.79 Unrealized
CGDV CAPITAL GROUP DIVID VALUE ETF 0.0%
Value $430K Shares 8,728 Est. Cost $49.28 Unrealized
DVN DEVON ENERGY 0.0%
Value $415K Shares 10,035 Est. Cost $41.32 Unrealized
BUKS BUTLER NATIONAL CORP 0.0%
Value $362K Shares 86,887 Est. Cost $4.17 Unrealized
SPDW STATE STREET 0.0%
Value $359K Shares 7,128 Est. Cost $50.39 Unrealized
VDV VANGUARD 0.0%
Value $354K Shares 4,653 Est. Cost $75.99 Unrealized
HOOD ROBINHOOD MARKETS INC 0.0%
Value $342K Shares 3,410 Est. Cost $100.28 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value $309K Shares 5,000 Est. Cost $61.76 Unrealized
SPYM STATE STREET SPDR 0.0%
Value $291K Shares 3,314 Est. Cost $87.88 Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS 0.0%
Value $285K Shares 295 Est. Cost $965.00 Unrealized
STLD STEEL DYNAMICS,INC. 0.0%
Value $283K Shares 1,233 Est. Cost $229.46 Unrealized
EWT ISHARES 0.0%
Value $272K Shares 2,500 Est. Cost $108.61 Unrealized
ALAB ASTERA LABS INC 0.0%
Value $242K Shares 500 Est. Cost $483.02 Unrealized
FFBC FIRST FINANCIAL BANCORP 0.0%
Value $239K Shares 7,060 Est. Cost $33.83 Unrealized
HLAL WAHED 0.0%
Value $239K Shares 3,344 Est. Cost $71.39 Unrealized
CCEP COCA-COLA EUROPEAN PARTNERS 0.0%
Value $233K Shares 2,325 Est. Cost $100.07 Unrealized
EES WISDOMTREE 0.0%
Value $232K Shares 3,425 Est. Cost $67.79 Unrealized
FDVV FIDELITY 0.0%
Value $226K Shares 3,744 Est. Cost $60.29 Unrealized
RY ROYAL BANK OF CANADA 0.0%
Value $219K Shares 1,060 Est. Cost $206.97 Unrealized
NOBL PROSHARES 0.0%
Value $217K Shares 3,865 Est. Cost $56.16 Unrealized
APP APPLOVIN CORP-CLASS A 0.0%
Value $215K Shares 418 Est. Cost $515.23 Unrealized
BCS BARCLAYS PLC 0.0%
Value $215K Shares 8,000 Est. Cost $26.86 Unrealized
SYY SYSCO CORP 0.0%
Value $208K Shares 2,483 Est. Cost $83.58 Unrealized
GEF/B GREIF INC 0.0%
Value $206K Shares 2,201 Est. Cost $93.54 Unrealized
XLG INVESCO 0.0%
Value $204K Shares 3,332 Est. Cost $61.23 Unrealized
ZM ZOOM VIDEO COMM 0.0%
Value $203K Shares 2,350 Est. Cost $86.31 Unrealized
LITE LUMENTUM HOLDINGS INC 0.0%
Value $203K Shares 236 Est. Cost $858.06 Unrealized
FHLC FIDELITY 0.0%
Value $201K Shares 2,606 Est. Cost $77.25 Unrealized
NTAP NETAPP INC 0.0%
Value $201K Shares 1,300 Est. Cost $154.76 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value $201K Shares 1,769 Est. Cost $113.69 Unrealized
DEM WISDOMTREE 0.0%
Value $200K Shares 3,726 Est. Cost $53.79 Unrealized
AT&T INC 0.0%
Value $178K Shares 10,000 Est. Cost $17.84 Unrealized
MX MAGNACHIP SEMICONDUCTOR CORP 0.0%
Value $142K Shares 30,000 Est. Cost $4.73 Unrealized
PIMCO 0.0%
Value $94,151 Shares 12,372 Est. Cost $7.61 Unrealized

Increased Positions (183)

MU MICRON TECHNOLOGY 0.7%
Value $29.52M (+252.8%) Shares 25,570 (+3.3%) Est. Cost $372.95 Unrealized
TXN TEXAS INSTRUMENTS 1.2%
Value $48.65M (+76.7%) Shares 163,233 (+15.1%) Est. Cost $80.50 Unrealized
VTWO VANGUARD 1.1%
Value $42.75M (+56.2%) Shares 352,082 (+28.9%) Est. Cost $101.52 Unrealized
AGG ISHARES 4.1%
Value $166M (+9.0%) Shares 1,674,935 (+9.3%) Est. Cost $100.41 Unrealized
INTC INTEL CORP 0.4%
Value $16.88M (+409.9%) Shares 120,864 (+61.1%) Est. Cost $68.75 Unrealized
LLY ELI LILLY & CO 0.9%
Value $38.17M (+40.2%) Shares 31,820 (+7.5%) Est. Cost $450.83 Unrealized
VO VANGUARD 1.3%
Value $52.83M (+23.2%) Shares 655,679 (+339.1%) Est. Cost $114.26 Unrealized
MAA MID AMERICA APART CMNTY 0.2%
Value $6.526M (+2209.3%) Shares 46,969 (+1929.8%) Est. Cost $139.59 Unrealized
APH AMPHENOL CORP 0.3%
Value $11.12M (+118.0%) Shares 63,077 (+56.2%) Est. Cost $89.45 Unrealized
COHR COHERENT CORP 0.1%
Value $5.647M (+2016.7%) Shares 14,316 (+1178.2%) Est. Cost $380.30 Unrealized
VOO VANGUARD 0.6%
Value $24.39M (+21.5%) Shares 35,518 (+5.7%) Est. Cost $447.35 Unrealized
CMDY ISHARES 0.2%
Value $7.577M (+110.1%) Shares 137,186 (+126.0%) Est. Cost $53.59 Unrealized
TSLA TESLA INC 0.7%
Value $26.91M (+17.1%) Shares 63,989 (+3.5%) Est. Cost $294.69 Unrealized
NNN NNN REIT INC 0.1%
Value $4.616M (+504.2%) Shares 99,206 (+445.8%) Est. Cost $44.81 Unrealized
VUG VANGUARD 0.3%
Value $11.84M (+47.7%) Shares 137,467 (+648.9%) Est. Cost $129.83 Unrealized
MUB ISHARES 0.8%
Value $31.38M (+13.4%) Shares 291,624 (+11.9%) Est. Cost $108.53 Unrealized
NI NISOURCE INC 0.1%
Value $5.121M (+195.1%) Shares 107,697 (+189.6%) Est. Cost $40.18 Unrealized
AMGN AMGEN INC 0.8%
Value $32M (+11.6%) Shares 88,377 (+8.4%) Est. Cost $257.29 Unrealized
IVV ISHARES 0.6%
Value $22.28M (+17.4%) Shares 29,757 (+2.4%) Est. Cost $351.54 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value $3.799M (+563.1%) Shares 41,170 (+575.4%) Est. Cost $88.56 Unrealized
KO COCA-COLA CO 0.8%
Value $34.17M (+9.5%) Shares 420,482 (+2.5%) Est. Cost $47.31 Unrealized
AMAT APPLIED MATERIALS 0.1%
Value $5.266M (+115.5%) Shares 7,283 (+1.9%) Est. Cost $170.49 Unrealized
UNP UNION PACIFIC 0.2%
Value $9.768M (+40.2%) Shares 35,911 (+25.1%) Est. Cost $145.12 Unrealized
UBER UBER TECHNOLOGIES INC 0.4%
Value $17.77M (+17.8%) Shares 246,256 (+17.4%) Est. Cost $62.23 Unrealized
HD HOME DEPOT INC 0.6%
Value $25.48M (+10.6%) Shares 72,248 (+3.1%) Est. Cost $276.67 Unrealized
BND VANGUARD 0.8%
Value $30.55M (+8.3%) Shares 416,107 (+8.7%) Est. Cost $78.18 Unrealized
INTU INTUIT INC 0.1%
Value $4.979M (-32.0%) Shares 19,075 (+12.6%) Est. Cost $471.06 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.6%
Value $23.97M (+10.8%) Shares 47,906 (+6.1%) Est. Cost $390.70 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.3%
Value $13.17M (+21.3%) Shares 33,116 (+40.6%) Est. Cost $480.75 Unrealized
VWO VANGUARD 0.4%
Value $15.27M (+17.5%) Shares 255,838 (+6.4%) Est. Cost $49.03 Unrealized
VRNS VARONIS SYSTEMS INC 0.1%
Value $3.701M (+152.7%) Shares 88,200 (+29.3%) Est. Cost $46.33 Unrealized
IXUS ISHARES 0.2%
Value $7.54M (+39.5%) Shares 79,003 (+26.7%) Est. Cost $80.55 Unrealized
AIP ARTERIS INC 0.1%
Value $2.648M (+373.8%) Shares 54,500 (+60.3%) Est. Cost $28.14 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value $38.08M (+5.6%) Shares 149,930 (+1.7%) Est. Cost $92.03 Unrealized
DOV DOVER CORP 0.1%
Value $5.036M (+67.1%) Shares 22,456 (+55.3%) Est. Cost $218.09 Unrealized
IWV ISHARES 0.1%
Value $3.259M (+159.4%) Shares 7,644 (+125.5%) Est. Cost $377.95 Unrealized
VB VANGUARD 0.3%
Value $11.21M (+21.3%) Shares 36,971 (+4.8%) Est. Cost $230.72 Unrealized
WMT WALMART INC 0.9%
Value $35.1M (-5.2%) Shares 309,865 (+4.0%) Est. Cost $59.88 Unrealized
NFLX NETFLIX INC. 0.5%
Value $20.57M (-8.5%) Shares 288,055 (+23.2%) Est. Cost $94.27 Unrealized
SFM SPROUTS FARMERS MARKET 0.1%
Value $3.197M (+146.7%) Shares 37,800 (+125.0%) Est. Cost $79.15 Unrealized
CVLG COVNANT LOGISTICS GROUP INC 0.1%
Value $2.611M (+137.4%) Shares 59,089 (+45.9%) Est. Cost $30.15 Unrealized
CELH CELSIUS HOLDINGS INC 0.1%
Value $2.577M (+134.3%) Shares 88,000 (+183.9%) Est. Cost $37.39 Unrealized
EFA ISHARES 0.4%
Value $15M (+10.9%) Shares 144,407 (+3.7%) Est. Cost $71.36 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value $2.271M (+180.3%) Shares 5,264 (+6.6%) Est. Cost $105.60 Unrealized
CGNX COGNEX CORP. 0.1%
Value $2.73M (+108.7%) Shares 37,700 (+41.2%) Est. Cost $50.59 Unrealized
LQD ISHARES 0.3%
Value $12.23M (+12.9%) Shares 112,116 (+12.8%) Est. Cost $109.67 Unrealized
GVI ISHARES 0.1%
Value $3.787M (+58.1%) Shares 35,692 (+59.0%) Est. Cost $106.64 Unrealized
DUK DUKE ENERGY CORP 0.6%
Value $24.11M (+6.1%) Shares 190,433 (+9.8%) Est. Cost $103.69 Unrealized
S SENTINELONE INC 0.1%
Value $3.056M (+82.4%) Shares 180,100 (+38.4%) Est. Cost $18.78 Unrealized
KLAR KLARNA GROUP PLC 0.0%
Value $1.923M (+212.5%) Shares 95,000 (+102.1%) Est. Cost $21.83 Unrealized
SYK STRYKER CORP 0.3%
Value $12.49M (+11.7%) Shares 39,658 (+16.6%) Est. Cost $320.55 Unrealized
AAP ADVANCE AUTO PARTS 0.1%
Value $2.389M (+106.8%) Shares 38,400 (+75.3%) Est. Cost $57.76 Unrealized
AWK AMERICAN WATER WORKS 0.3%
Value $13.36M (+9.4%) Shares 101,558 (+13.2%) Est. Cost $126.82 Unrealized
ROCK GIBRALTAR INDUSTRIES INC. 0.1%
Value $2.495M (+84.5%) Shares 55,328 (+63.1%) Est. Cost $61.32 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value $1.529M (+257.1%) Shares 2,004 (+82.7%) Est. Cost $566.28 Unrealized
UNTY UNITY BANCORP INC 0.1%
Value $2.166M (+99.9%) Shares 36,900 (+76.6%) Est. Cost $55.88 Unrealized
AZN ASTRAZENECA PLC 0.3%
Value $12.93M (+9.0%) Shares 68,209 (+13.3%) Est. Cost $190.30 Unrealized
TREX TREX COMPANY INC 0.0%
Value $1.971M (+111.4%) Shares 39,381 (+53.8%) Est. Cost $44.65 Unrealized
BNL BROADSTONE NET LEASE INC 0.1%
Value $2.133M (+91.4%) Shares 103,200 (+69.2%) Est. Cost $19.01 Unrealized
IEFA ISHARES 0.2%
Value $8.73M (+13.2%) Shares 90,396 (+6.1%) Est. Cost $81.63 Unrealized
MAMA MAMAS CREATIONS INC 0.1%
Value $3.106M (+48.3%) Shares 174,000 (+27.5%) Est. Cost $9.36 Unrealized
HAE HAEMONETICS CORPORATION 0.0%
Value $1.913M (+110.8%) Shares 25,500 (+58.4%) Est. Cost $70.71 Unrealized
BIL STATE STREET SPDR 0.2%
Value $8.319M (+13.7%) Shares 90,776 (+13.7%) Est. Cost $91.65 Unrealized
KMT KENNAMETAL INC 0.0%
Value $1.772M (+128.1%) Shares 50,550 (+135.1%) Est. Cost $35.29 Unrealized
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.1%
Value $2.126M (+86.1%) Shares 81,100 (+67.2%) Est. Cost $16.44 Unrealized
CWB STATE STREET SPDR 0.1%
Value $4.932M (+23.7%) Shares 45,740 (+5.0%) Est. Cost $62.59 Unrealized
SMA SMARTSTOP SELF STORAGE REIT 0.0%
Value $1.661M (+123.9%) Shares 51,100 (+108.6%) Est. Cost $31.44 Unrealized
LMBS FIRST TRUST 0.3%
Value $11.22M (+8.9%) Shares 225,332 (+9.0%) Est. Cost $49.60 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.6%
Value $24.46M (+3.9%) Shares 48,784 (+1.8%) Est. Cost $479.23 Unrealized
FTSM FIRST TRUST 0.4%
Value $16.17M (+5.8%) Shares 270,711 (+5.9%) Est. Cost $59.85 Unrealized
GLD SPDR 0.2%
Value $7.705M (-10.3%) Shares 20,916 (+4.8%) Est. Cost $198.68 Unrealized
MO ALTRIA GROUP 0.1%
Value $3.384M (+35.2%) Shares 47,036 (+24.0%) Est. Cost $43.08 Unrealized
VGT VANGUARD 0.1%
Value $3.338M (+31.1%) Shares 27,928 (+665.4%) Est. Cost $187.92 Unrealized
FPE FIRST TRUST 0.0%
Value $1.936M (+68.1%) Shares 108,282 (+66.9%) Est. Cost $17.94 Unrealized
IWF ISHARES 0.1%
Value $5.549M (+16.3%) Shares 44,688 (+299.4%) Est. Cost $140.43 Unrealized
ABM ABM INDUSTRIES INC 0.0%
Value $1.28M (+129.2%) Shares 28,938 (+99.6%) Est. Cost $44.66 Unrealized
AVA AVISTA CORP 0.1%
Value $2.307M (+42.3%) Shares 56,400 (+39.6%) Est. Cost $34.76 Unrealized
ORA ORMAT TECHNOLOGIES 0.1%
Value $2.592M (+34.6%) Shares 23,800 (+38.4%) Est. Cost $82.43 Unrealized
BANR BANNER CORP 0.0%
Value $1.991M (+48.0%) Shares 29,969 (+35.2%) Est. Cost $49.58 Unrealized
SHOP SHOPIFY INC. CLASS A 0.3%
Value $10.31M (+6.6%) Shares 90,302 (+10.8%) Est. Cost $88.65 Unrealized
FTRB FEDERATED HERMES 0.0%
Value $1.786M (+53.1%) Shares 71,183 (+53.4%) Est. Cost $25.19 Unrealized
BDC BELDEN INC 0.1%
Value $2.134M (+39.8%) Shares 17,800 (+33.8%) Est. Cost $119.69 Unrealized
SMR NUSCALE POWER CORP 0.0%
Value $1.025M (+141.3%) Shares 102,215 (+160.8%) Est. Cost $12.80 Unrealized
RSP INVESCO 0.1%
Value $3.424M (+21.0%) Shares 16,092 (+9.1%) Est. Cost $180.81 Unrealized
OCUL OCULAR THERAPEUTIX INC 0.0%
Value $1.463M (+67.7%) Shares 149,000 (+44.7%) Est. Cost $9.83 Unrealized
FTQI FIRST TRUST 0.0%
Value $1.137M (+101.6%) Shares 51,482 (+81.8%) Est. Cost $21.24 Unrealized
PFE PFIZER INC 0.1%
Value $3.913M (-12.3%) Shares 162,515 (+2.3%) Est. Cost $23.95 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value $787K (+187.4%) Shares 58,442 (+235.7%) Est. Cost $16.18 Unrealized
HYS PIMCO 0.1%
Value $4.897M (+11.6%) Shares 52,367 (+11.3%) Est. Cost $94.33 Unrealized
VRP INVESCO 0.1%
Value $4.71M (+12.1%) Shares 193,764 (+10.6%) Est. Cost $24.29 Unrealized
SUB ISHARES 0.0%
Value $1.538M (+48.1%) Shares 14,444 (+48.1%) Est. Cost $106.49 Unrealized
IJS ISHARES 0.1%
Value $3.167M (+18.6%) Shares 23,173 (+2.7%) Est. Cost $101.68 Unrealized
VYM VANGUARD 0.1%
Value $2.954M (+19.8%) Shares 18,693 (+12.3%) Est. Cost $134.10 Unrealized
OSIS OSI SYSTEMS 0.1%
Value $2.696M (+21.9%) Shares 12,327 (+48.0%) Est. Cost $159.63 Unrealized
EATON VANCE 0.0%
Value $667K (+217.8%) Shares 30,256 (+195.0%) Est. Cost $22.72 Unrealized
PWP PERELLA WEINBERG PARTNERS 0.0%
Value $1.979M (+29.7%) Shares 124,000 (+47.6%) Est. Cost $18.25 Unrealized
BVS BIOVENTUS INC 0.0%
Value $1.318M (+47.3%) Shares 139,600 (+42.4%) Est. Cost $8.50 Unrealized
VXUS VANGUARD 0.1%
Value $2.182M (+23.3%) Shares 25,526 (+11.2%) Est. Cost $63.90 Unrealized
ADI ANALOG DEVICES 0.0%
Value $1.827M (+29.1%) Shares 4,599 (+3.4%) Est. Cost $176.51 Unrealized
IYH ISHARES 0.0%
Value $1.047M (+63.6%) Shares 15,625 (+50.5%) Est. Cost $70.54 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value $735K (+110.1%) Shares 1,901 (+59.1%) Est. Cost $250.99 Unrealized
IWO ISHARES 0.0%
Value $1.476M (+31.5%) Shares 3,747 (+4.8%) Est. Cost $243.07 Unrealized
VBR VANGUARD 0.1%
Value $2.287M (+16.6%) Shares 9,410 (+4.3%) Est. Cost $176.29 Unrealized
TPG TPG INC 0.0%
Value $770K (+72.9%) Shares 19,000 (+72.7%) Est. Cost $50.81 Unrealized
VITL VITAL FARMS INC 0.0%
Value $814K (+64.7%) Shares 70,000 (+100.0%) Est. Cost $21.31 Unrealized
SMIN ISHARES 0.0%
Value $537K (+130.1%) Shares 7,593 (+95.0%) Est. Cost $65.21 Unrealized
PDBC INVESCO 0.0%
Value $1.112M (+36.2%) Shares 70,028 (+48.5%) Est. Cost $14.68 Unrealized
VNQ VANGUARD 0.0%
Value $1.456M (+24.7%) Shares 15,102 (+14.7%) Est. Cost $90.78 Unrealized
DES WISDOMTREE 0.0%
Value $1.743M (+18.8%) Shares 42,857 (+5.0%) Est. Cost $33.08 Unrealized
BLK BLACKROCK INC 0.4%
Value $15.24M (+1.8%) Shares 15,853 (+1.9%) Est. Cost $1042.58 Unrealized
APO APOLLO GLOBAL MANAGEMENT INC 0.1%
Value $3.84M (+7.5%) Shares 32,453 (+1.2%) Est. Cost $132.39 Unrealized
FIG FIGMA INC 0.0%
Value $1.574M (+20.1%) Shares 87,000 (+40.3%) Est. Cost $25.44 Unrealized
KLAC KLA CORP 0.0%
Value $703K (+58.2%) Shares 2,331 (+671.9%) Est. Cost $293.16 Unrealized
KRUS KURA SUSHI USA INC 0.0%
Value $1.876M (-11.3%) Shares 32,600 (+7.6%) Est. Cost $63.77 Unrealized
DNP SELECT INCOME FUND, INC. 0.0%
Value $454K (+104.9%) Shares 42,030 (+95.6%) Est. Cost $10.90 Unrealized
VTEB VANGUARD 0.0%
Value $865K (+34.1%) Shares 17,096 (+32.3%) Est. Cost $50.06 Unrealized
SGOL ABRDN 0.0%
Value $548K (+66.0%) Shares 14,346 (+93.8%) Est. Cost $41.53 Unrealized
ENB ENBRIDGE INC 0.0%
Value $872K (+31.8%) Shares 16,089 (+31.7%) Est. Cost $34.20 Unrealized
ORCL ORACLE CORP 0.3%
Value $13.36M (+1.6%) Shares 91,143 (+2.0%) Est. Cost $101.39 Unrealized
IGSB ISHARES 0.0%
Value $858K (+32.0%) Shares 16,371 (+32.3%) Est. Cost $52.74 Unrealized
VTV VANGUARD 0.0%
Value $1.816M (+12.9%) Shares 8,334 (+1.6%) Est. Cost $164.16 Unrealized
SPUS SP FUND 0.0%
Value $463K (+79.3%) Shares 8,059 (+50.2%) Est. Cost $48.79 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value $843K (+31.9%) Shares 6,942 (+1.4%) Est. Cost $46.57 Unrealized
EAGG ISHARES 0.3%
Value $11.03M (+1.9%) Shares 232,750 (+2.2%) Est. Cost $52.34 Unrealized
VIG VANGUARD 0.0%
Value $1.712M (+12.5%) Shares 7,236 (+2.3%) Est. Cost $175.12 Unrealized
EBAY EBAY INC 0.0%
Value $617K (+44.3%) Shares 5,521 (+17.6%) Est. Cost $63.33 Unrealized
VRT VERTIV HOLDINGS CO-A 0.0%
Value $408K (+81.1%) Shares 1,220 (+35.6%) Est. Cost $189.96 Unrealized
LMT LOCKHEED MARTIN 0.5%
Value $19.74M (+0.9%) Shares 38,752 (+19.7%) Est. Cost $449.52 Unrealized
MTDR MATADOR RESOURCES COMPANY 0.1%
Value $2.439M (+7.2%) Shares 48,994 (+36.1%) Est. Cost $52.04 Unrealized
DON WISDOMTREE 0.0%
Value $1.832M (+9.7%) Shares 32,406 (+2.0%) Est. Cost $44.61 Unrealized
IJK ISHARES 0.0%
Value $638K (+34.2%) Shares 5,428 (+14.9%) Est. Cost $87.78 Unrealized
FTHI FIRST TRUST 0.0%
Value $716K (+28.8%) Shares 30,039 (+23.9%) Est. Cost $23.68 Unrealized
VT VANGUARD 0.0%
Value $1.036M (+18.1%) Shares 6,600 (+4.1%) Est. Cost $131.05 Unrealized
IJJ ISHARES 0.0%
Value $1.251M (+14.5%) Shares 8,471 (+2.7%) Est. Cost $128.88 Unrealized
VCIT VANGUARD 0.0%
Value $1.436M (+11.7%) Shares 17,371 (+11.8%) Est. Cost $81.99 Unrealized
HWKN HAWKINS INC 0.1%
Value $2.553M (-5.5%) Shares 17,968 (+2.2%) Est. Cost $78.43 Unrealized
CRK COMSTOCK RES INC 0.1%
Value $2.09M (+7.1%) Shares 140,049 (+51.3%) Est. Cost $13.14 Unrealized
ITOT ISHARES 0.0%
Value $915K (+17.6%) Shares 5,569 (+1.9%) Est. Cost $134.02 Unrealized
POWL POWELL INDUSTRIES, INC. 0.1%
Value $3.436M (-3.8%) Shares 12,000 (+81.8%) Est. Cost $250.21 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $1.09M (-10.7%) Shares 6,114 (+2008.3%) Est. Cost $407.12 Unrealized
IEMG ISHARES 0.0%
Value $765K (+20.3%) Shares 9,232 (+1.3%) Est. Cost $55.32 Unrealized
EME EMCOR GROUP, INC. 0.0%
Value $571K (+28.0%) Shares 688 (+13.9%) Est. Cost $341.08 Unrealized
MC MOELIS & CO 0.0%
Value $654K (+22.9%) Shares 9,998 (+7.1%) Est. Cost $52.31 Unrealized
FHB FIRST HAWAIIAN INC 0.0%
Value $619K (+23.0%) Shares 21,143 (+3.5%) Est. Cost $22.17 Unrealized
JEPQ JP MORGAN 0.0%
Value $893K (+14.8%) Shares 14,534 (+3.7%) Est. Cost $54.20 Unrealized
EQIX EQUINIX 0.0%
Value $397K (+40.2%) Shares 381 (+31.8%) Est. Cost $686.10 Unrealized
XLI STATE STREET 0.0%
Value $768K (+16.7%) Shares 4,144 (+1.9%) Est. Cost $136.32 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value $327K (+44.7%) Shares 1,277 (+30.6%) Est. Cost $185.23 Unrealized
TJX TJX COMPANIES INC 0.4%
Value $15.15M (-0.7%) Shares 99,996 (+4.7%) Est. Cost $99.85 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value $2.163M (+4.8%) Shares 113,109 (+5.8%) Est. Cost $17.87 Unrealized
GBF ISHARES 0.0%
Value $1.506M (+7.0%) Shares 14,503 (+7.3%) Est. Cost $114.04 Unrealized
CRVL CORVEL CORP 0.0%
Value $553K (+21.5%) Shares 8,846 (+6.2%) Est. Cost $96.18 Unrealized
XLV STATE STREET 0.0%
Value $968K (+11.2%) Shares 6,101 (+2.8%) Est. Cost $139.93 Unrealized
GOVT ISHARES 0.1%
Value $2.392M (+4.0%) Shares 105,025 (+4.6%) Est. Cost $24.45 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value $361K (+26.1%) Shares 4,843 (+23.9%) Est. Cost $60.63 Unrealized
BNDX VANGUARD 0.0%
Value $508K (+15.5%) Shares 10,493 (+14.6%) Est. Cost $49.39 Unrealized
VMBS VANGUARD 0.1%
Value $5.578M (+1.0%) Shares 119,161 (+1.3%) Est. Cost $46.93 Unrealized
HIG HARTFORD FINANCIAL CORP 0.0%
Value $618K (+9.8%) Shares 4,665 (+12.0%) Est. Cost $127.91 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value $1.079M (+5.3%) Shares 3,991 (+1.3%) Est. Cost $170.29 Unrealized
PIMCO 0.0%
Value $223K (+29.7%) Shares 13,329 (+32.9%) Est. Cost $17.46 Unrealized
GM GENERAL MOTORS CO 0.0%
Value $346K (+17.0%) Shares 4,487 (+13.1%) Est. Cost $58.04 Unrealized
RIESBECK FOOD MARKETS, INC 0.0%
Value $903K (+5.9%) Shares 9,819 (+1.3%) Est. Cost $132.82 Unrealized
MANH MANHATTAN ASSOCIATES, INC. 0.0%
Value $332K (+16.9%) Shares 2,381 (+11.7%) Est. Cost $217.33 Unrealized
JKHY JACK HENRY & ASSOCIATES 0.0%
Value $572K (-7.7%) Shares 4,151 (+5.9%) Est. Cost $166.63 Unrealized
PLD PROLOGIS 0.0%
Value $1.151M (+4.2%) Shares 8,499 (+1.7%) Est. Cost $70.98 Unrealized
SUSC ISHARES 0.1%
Value $3.648M (+1.3%) Shares 157,588 (+1.2%) Est. Cost $25.80 Unrealized
HUBB HUBBELL INC 0.0%
Value $497K (+10.1%) Shares 949 (+3.3%) Est. Cost $441.88 Unrealized
FBTC FIDELITY 0.0%
Value $469K (-8.7%) Shares 9,185 (+5.5%) Est. Cost $79.81 Unrealized
RLI RLI CORP 0.0%
Value $603K (+7.3%) Shares 10,209 (+3.6%) Est. Cost $66.25 Unrealized
FTCS FIRST TRUST 0.0%
Value $454K (+9.8%) Shares 4,831 (+8.4%) Est. Cost $91.04 Unrealized
LCII LCI INDUSTRIES 0.0%
Value $407K (+8.7%) Shares 3,843 (+26.3%) Est. Cost $106.96 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value $292K (+10.5%) Shares 2,535 (+13.9%) Est. Cost $103.74 Unrealized
BANF BANCFIRST CORP. 0.0%
Value $489K (+5.7%) Shares 4,396 (+3.2%) Est. Cost $95.07 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value $229K (+10.7%) Shares 9,703 (+5.4%) Est. Cost $37.33 Unrealized
AMLP ALPS 0.0%
Value $422K (+4.9%) Shares 8,148 (+6.5%) Est. Cost $49.14 Unrealized
HYG ISHARES 0.0%
Value $459K (+4.4%) Shares 5,737 (+3.8%) Est. Cost $78.07 Unrealized
HIMU ISHARES 0.0%
Value $249K (+7.1%) Shares 5,005 (+3.2%) Est. Cost $48.04 Unrealized
CLX CLOROX 0.0%
Value $266K (-5.5%) Shares 2,787 (+2.7%) Est. Cost $116.39 Unrealized
OXLC OXFORD LANE CAPITAL CORP 0.0%
Value $281K (-4.5%) Shares 32,090 (+6.6%) Est. Cost $16.42 Unrealized
VUSB VANGUARD 0.0%
Value $485K (+2.1%) Shares 9,749 (+2.1%) Est. Cost $49.74 Unrealized
NUVEEN 0.0%
Value $103K (+7.7%) Shares 13,022 (+3.0%) Est. Cost $6.81 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $411K (-1.1%) Shares 1,010 (+3.3%) Est. Cost $298.02 Unrealized
SHY ISHARES 0.0%
Value $598K (+0.6%) Shares 7,282 (+1.1%) Est. Cost $81.78 Unrealized

Exited Positions (60)

HON HONEYWELL 0.4%
Value $14.47M Shares 64,039 Est. Cost $93.63 Unrealized
DOCN DIGITALOCEAN HOLDINGS INC 0.1%
Value $3.963M Shares 46,200 Est. Cost $34.82 Unrealized
AAON AAON INC 0.1%
Value $2.276M Shares 27,500 Est. Cost $77.76 Unrealized
TTMI TTM TECHNOLOGIES, INC 0.1%
Value $2.221M Shares 22,800 Est. Cost $14.84 Unrealized
JAAA JANUS HENDERSON 0.1%
Value $2.015M Shares 40,000 Est. Cost $50.61 Unrealized
BMRN BIOMARIN PHARMACEUTICAL 0.0%
Value $1.977M Shares 35,000 Est. Cost $62.72 Unrealized
CPRX CATALYST PHARMACEUTICALS, INC 0.0%
Value $1.956M Shares 79,000 Est. Cost $23.42 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $1.804M Shares 39,397 Est. Cost $26.57 Unrealized
BL BLACKLINE INC 0.0%
Value $1.532M Shares 41,400 Est. Cost $53.20 Unrealized
IIIV I3 VERTICALS INC 0.0%
Value $1.452M Shares 64,947 Est. Cost $20.77 Unrealized
SGRY SURGERY PARTNERS INC 0.0%
Value $1.43M Shares 120,000 Est. Cost $24.56 Unrealized
VCTR VICTORY CAPITAL HOLDINGS INC 0.0%
Value $1.405M Shares 21,462 Est. Cost $35.20 Unrealized
ONB OLD NATIONAL BANCORP 0.0%
Value $1.39M Shares 62,904 Est. Cost $18.14 Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.0%
Value $1.321M Shares 35,000 Est. Cost $35.62 Unrealized
RMBS RAMBUS INC 0.0%
Value $1.23M Shares 14,300 Est. Cost $51.57 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value $1.193M Shares 270,000 Est. Cost $4.70 Unrealized
QLYS QUALYS INC 0.0%
Value $1.068M Shares 12,156 Est. Cost $157.42 Unrealized
BRBR BELLRING BRANDS INC 0.0%
Value $975K Shares 60,570 Est. Cost $34.94 Unrealized
AZTA AZENTA INC 0.0%
Value $839K Shares 39,700 Est. Cost $51.12 Unrealized
ELF ELF BEAUTY INC 0.0%
Value $788K Shares 13,000 Est. Cost $134.23 Unrealized
PYLD PIMCO 0.0%
Value $735K Shares 28,049 Est. Cost $26.20 Unrealized
ASAN ASANA INC 0.0%
Value $726K Shares 113,500 Est. Cost $12.55 Unrealized
ABVX ABIVAX SA-ADR 0.0%
Value $557K Shares 5,000 Est. Cost $134.85 Unrealized
FALN ISHARES 0.0%
Value $534K Shares 20,000 Est. Cost $27.30 Unrealized
EUHY ISHARES 0.0%
Value $525K Shares 10,000 Est. Cost $53.29 Unrealized
EVHY EV 0.0%
Value $519K Shares 10,000 Est. Cost $53.00 Unrealized
SRRK SCHOLAR ROCK HOLDING CORP 0.0%
Value $492K Shares 10,000 Est. Cost $37.51 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value $467K Shares 13,294 Est. Cost $28.33 Unrealized
GWRS GLOBAL WATER RESOURCES 0.0%
Value $467K Shares 61,500 Est. Cost $11.55 Unrealized
CUBE CUBESMART 0.0%
Value $418K Shares 11,408 Est. Cost $45.22 Unrealized
PCY INVESCO 0.0%
Value $418K Shares 20,000 Est. Cost $21.66 Unrealized
SCHO SCHWAB 0.0%
Value $364K Shares 15,000 Est. Cost $31.43 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $356K Shares 5,669 Est. Cost $101.18 Unrealized
CARL CARLSMED INC 0.0%
Value $335K Shares 37,000 Est. Cost $13.31 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value $331K Shares 4,112 Est. Cost $52.41 Unrealized
ILF ISHARES 0.0%
Value $313K Shares 8,810 Est. Cost $35.52 Unrealized
TSN TYSON FOODS INC 0.0%
Value $311K Shares 4,851 Est. Cost $54.41 Unrealized
BW BABCOCK & WILCOX ENTERPRISES INC 0.0%
Value $294K Shares 20,000 Est. Cost $8.89 Unrealized
ECL ECOLAB INC 0.0%
Value $276K Shares 1,036 Est. Cost $227.55 Unrealized
CC CHEMOURS CO 0.0%
Value $267K Shares 12,141 Est. Cost $16.62 Unrealized
CASY CASEY'S GENERAL STORE, INC. 0.0%
Value $265K Shares 364 Est. Cost $631.07 Unrealized
ADEA ADEIA INC 0.0%
Value $240K Shares 10,000 Est. Cost $18.70 Unrealized
WY WEYERHAEUSER C0 0.0%
Value $239K Shares 9,799 Est. Cost $25.09 Unrealized
JBBB JANUS HENDERSON 0.0%
Value $233K Shares 5,000 Est. Cost $48.21 Unrealized
RGLD ROYAL GOLD INC 0.0%
Value $229K Shares 900 Est. Cost $198.37 Unrealized
NOW SERVICENOW INC 0.0%
Value $221K Shares 2,115 Est. Cost $173.98 Unrealized
SU SUNCOR ENERGY 0.0%
Value $219K Shares 3,310 Est. Cost $51.81 Unrealized
PTEN PATTERSON-UTI ENERGY 0.0%
Value $217K Shares 20,000 Est. Cost $7.64 Unrealized
FOXA FOX CORPORATION 0.0%
Value $215K Shares 3,687 Est. Cost $59.79 Unrealized
SNY SANOFI CVR 0.0%
Value $215K Shares 4,462 Est. Cost $47.26 Unrealized
IPI INTREPID POTASH INC 0.0%
Value $214K Shares 5,000 Est. Cost $32.64 Unrealized
BANK OF AMERICA CORP 0.0%
Value $213K Shares 11,225 Est. Cost $20.24 Unrealized
NDAQ NASDAQ OMX GROUP 0.0%
Value $212K Shares 2,498 Est. Cost $76.70 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value $201K Shares 5,045 Est. Cost $43.99 Unrealized
GSK GSK PLC 0.0%
Value $201K Shares 3,639 Est. Cost $55.19 Unrealized
MAIN MAIN STREET CAPITAL CORP 0.0%
Value $201K Shares 3,791 Est. Cost $53.99 Unrealized
ANNA ALEANNA INC 0.0%
Value $166K Shares 20,000 Est. Cost $2.62 Unrealized
PGX INVESCO 0.0%
Value $144K Shares 13,210 Est. Cost $11.48 Unrealized
ARX ACCELERANT HOLDINGS-CL A 0.0%
Value $134K Shares 10,000 Est. Cost $14.08 Unrealized
HUN HUNTSMAN CORP. 0.0%
Value $133K Shares 10,000 Est. Cost $12.13 Unrealized

Decreased Positions (221)

AMD ADVANCED MICRO DEVICES INC 1.4%
Value $56.39M (+106.1%) Shares 97,080 (-27.8%) Est. Cost $100.27 Unrealized
PANW PALO ALTO NETWORKS 1.2%
Value $46.4M (+63.3%) Shares 136,061 (-23.2%) Est. Cost $154.51 Unrealized
AVGO BROADCOM INC 2.9%
Value $117M (+15.1%) Shares 310,135 (-5.7%) Est. Cost $146.39 Unrealized
AAPL APPLE INC 5.6%
Value $225M (+6.3%) Shares 776,404 (-6.8%) Est. Cost $130.81 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.5%
Value $19.24M (+196.0%) Shares 64,571 (-1.6%) Est. Cost $67.61 Unrealized
CVX CHEVRON CORPORATION 0.9%
Value $37.92M (-23.6%) Shares 228,749 (-4.7%) Est. Cost $102.32 Unrealized
NVDA NVIDIA CORP 2.5%
Value $98.74M (+13.4%) Shares 493,468 (-1.2%) Est. Cost $124.05 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value $44.88M (-20.6%) Shares 328,238 (-1.4%) Est. Cost $61.90 Unrealized
AMZN AMAZON.COM 2.4%
Value $94.84M (+11.1%) Shares 397,916 (-2.9%) Est. Cost $147.51 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value $40.73M (+29.7%) Shares 346,762 (-14.3%) Est. Cost $39.22 Unrealized
MZTI THE MARZETTI COMPANY 0.3%
Value $14M (-37.8%) Shares 122,611 (-24.6%) Est. Cost $181.89 Unrealized
TMUS T-MOBILE US INC 0.1%
Value $3.05M (-71.8%) Shares 18,182 (-64.7%) Est. Cost $121.74 Unrealized
MSFT MICROSOFT 2.9%
Value $115M (-4.7%) Shares 307,752 (-5.5%) Est. Cost $221.77 Unrealized
PG PROCTER & GAMBLE 0.8%
Value $30.8M (-15.3%) Shares 210,066 (-16.6%) Est. Cost $106.94 Unrealized
CAT CATERPILLAR INC 0.5%
Value $19.61M (+39.4%) Shares 18,411 (-7.3%) Est. Cost $251.57 Unrealized
DLR DIGITAL REALTY TRUST INC 0.2%
Value $6.287M (-44.7%) Shares 35,012 (-44.5%) Est. Cost $118.21 Unrealized
GOOG ALPHABET INC 0.7%
Value $27.21M (+20.5%) Shares 77,018 (-2.2%) Est. Cost $130.83 Unrealized
GE GE AEROSPACE 0.4%
Value $17.48M (+28.1%) Shares 46,774 (-2.8%) Est. Cost $89.35 Unrealized
ETN EATON CORP PLC 0.7%
Value $28.51M (+13.8%) Shares 66,908 (-4.4%) Est. Cost $177.61 Unrealized
CARR CARRIER GLOBAL CORP 0.4%
Value $15.14M (+28.7%) Shares 206,390 (-1.2%) Est. Cost $55.07 Unrealized
GEV GE VERNOVA INC 0.3%
Value $13.65M (+31.8%) Shares 11,622 (-2.1%) Est. Cost $168.90 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value $818K (-78.7%) Shares 5,003 (-77.6%) Est. Cost $203.32 Unrealized
RTX RTX CORP 0.7%
Value $27.49M (-9.6%) Shares 144,865 (-8.0%) Est. Cost $75.72 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $6.883M (-29.7%) Shares 16,560 (-54.2%) Est. Cost $396.97 Unrealized
COP CONOCOPHILLIPS 0.2%
Value $8.663M (-23.2%) Shares 83,326 (-2.5%) Est. Cost $87.16 Unrealized
IBM IBM CORP 0.5%
Value $21.27M (+13.6%) Shares 75,623 (-2.1%) Est. Cost $127.65 Unrealized
PEP PEPSICO 0.3%
Value $13.84M (-15.3%) Shares 102,232 (-2.8%) Est. Cost $109.02 Unrealized
BE BLOOM ENERGY CORP-A 0.0%
Value $1.653M (-59.2%) Shares 5,461 (-81.8%) Est. Cost $15.94 Unrealized
CRM SALESFORCE INC 0.1%
Value $4.356M (-33.9%) Shares 27,806 (-21.2%) Est. Cost $201.29 Unrealized
META META PLATFORMS INC 1.1%
Value $46.08M (-4.4%) Shares 81,805 (-2.9%) Est. Cost $339.29 Unrealized
IWM ISHARES 0.4%
Value $17.66M (+12.1%) Shares 58,779 (-7.4%) Est. Cost $175.08 Unrealized
MA MASTERCARD INC 0.7%
Value $28.14M (-6.2%) Shares 54,785 (-8.8%) Est. Cost $320.82 Unrealized
CMI CUMMINS INC. 0.2%
Value $8.006M (+29.6%) Shares 11,225 (-2.3%) Est. Cost $296.65 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.4%
Value $14.41M (+14.1%) Shares 58,544 (-3.6%) Est. Cost $88.43 Unrealized
T AT&T INC 0.1%
Value $3.607M (-32.1%) Shares 174,258 (-4.9%) Est. Cost $16.87 Unrealized
PH PARKER-HANNIFIN CORP. 0.6%
Value $25.68M (+5.8%) Shares 26,254 (-3.1%) Est. Cost $347.69 Unrealized
IBB ISHARES 0.0%
Value $571K (-71.0%) Shares 3,000 (-74.2%) Est. Cost $137.99 Unrealized
MCD MCDONALDS CORP 0.2%
Value $6.915M (-16.6%) Shares 25,582 (-4.1%) Est. Cost $141.48 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value $12.52M (-9.6%) Shares 217,215 (-4.8%) Est. Cost $38.00 Unrealized
ABBV ABBVIE INC 0.5%
Value $19.05M (+7.4%) Shares 75,720 (-7.2%) Est. Cost $147.08 Unrealized
HAL HALLIBURTON 0.1%
Value $5.06M (-20.5%) Shares 149,036 (-8.7%) Est. Cost $27.42 Unrealized
NKE NIKE INC 0.0%
Value $1.247M (-49.6%) Shares 30,366 (-35.1%) Est. Cost $91.11 Unrealized
TGT TARGET CORP 0.0%
Value $516K (-69.8%) Shares 3,953 (-71.9%) Est. Cost $139.68 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $3.172M (-27.0%) Shares 34,955 (-17.4%) Est. Cost $100.15 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value $5.543M (-16.9%) Shares 130,917 (-1.5%) Est. Cost $33.60 Unrealized
VLO VALERO ENERGY 0.0%
Value $1.849M (-36.8%) Shares 7,100 (-40.1%) Est. Cost $128.64 Unrealized
SGOV ISHARES 0.0%
Value $1.874M (-36.5%) Shares 18,616 (-36.5%) Est. Cost $100.69 Unrealized
LOW LOWES COS INC 0.3%
Value $11.46M (-8.5%) Shares 51,959 (-1.9%) Est. Cost $154.27 Unrealized
DOW DOW INC 0.0%
Value $1.333M (-42.6%) Shares 48,716 (-12.6%) Est. Cost $41.15 Unrealized
DE DEERE & CO 0.2%
Value $9.603M (+10.9%) Shares 15,139 (-1.5%) Est. Cost $354.42 Unrealized
FDX FEDEX CORP 0.1%
Value $5.12M (-13.8%) Shares 16,350 (-2.0%) Est. Cost $186.76 Unrealized
IJR ISHARES 0.1%
Value $5.994M (+15.4%) Shares 40,414 (-3.3%) Est. Cost $110.13 Unrealized
JCPB JPMORGAN 0.2%
Value $6.698M (-10.4%) Shares 142,700 (-10.1%) Est. Cost $47.20 Unrealized
LNG CHENIERE ENERGY, INC. 0.0%
Value $419K (-64.1%) Shares 1,751 (-57.3%) Est. Cost $189.34 Unrealized
ACN ACCENTURE PLC 0.0%
Value $782K (-48.1%) Shares 6,282 (-17.2%) Est. Cost $294.68 Unrealized
PPG PPG INDUSTRIES 0.2%
Value $6.991M (+11.1%) Shares 57,640 (-2.1%) Est. Cost $114.95 Unrealized
ROK ROCKWELL 0.1%
Value $2.759M (+32.6%) Shares 5,573 (-3.9%) Est. Cost $124.59 Unrealized
SCHG SCHWAB 0.1%
Value $5.362M (+14.4%) Shares 158,447 (-1.5%) Est. Cost $29.21 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.2%
Value $6.971M (-8.8%) Shares 205,038 (-14.2%) Est. Cost $39.80 Unrealized
PSX PHILLIPS 66 0.2%
Value $7.514M (-8.1%) Shares 44,446 (-1.0%) Est. Cost $51.34 Unrealized
CG CARLYLE GROUP INC 0.0%
Value $899K (-40.9%) Shares 21,353 (-32.1%) Est. Cost $43.72 Unrealized
IWN ISHARES 0.1%
Value $5.805M (+11.9%) Shares 26,243 (-4.1%) Est. Cost $122.82 Unrealized
CVS CVS HEALTH CORP 0.1%
Value $2.855M (+27.3%) Shares 27,596 (-11.6%) Est. Cost $60.41 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.1%
Value $2.294M (+34.5%) Shares 25,152 (-4.7%) Est. Cost $65.37 Unrealized
D DOMINION ENERGY INC 0.2%
Value $7.066M (+9.1%) Shares 103,474 (-1.3%) Est. Cost $42.97 Unrealized
IJH ISHARES 0.2%
Value $10.03M (+6.2%) Shares 130,043 (-7.0%) Est. Cost $79.03 Unrealized
CAVA CAVA GROUP INC 0.1%
Value $3.076M (-15.7%) Shares 39,200 (-13.1%) Est. Cost $97.08 Unrealized
APD AIR PRODUCTS & CHEMICALS 0.0%
Value $1.992M (-22.2%) Shares 6,794 (-23.0%) Est. Cost $182.78 Unrealized
QCOM QUALCOMM INC 0.1%
Value $2.686M (+26.7%) Shares 14,536 (-11.7%) Est. Cost $111.82 Unrealized
V VISA INC 0.1%
Value $5.846M (+10.7%) Shares 17,039 (-2.5%) Est. Cost $281.05 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $1.316M (+69.5%) Shares 3,036 (-16.4%) Est. Cost $75.73 Unrealized
MMM 3M COMPANY 0.2%
Value $6.575M (+8.5%) Shares 40,610 (-2.7%) Est. Cost $69.58 Unrealized
Q QNITY ELECTRONICS INC 0.1%
Value $2.434M (+26.8%) Shares 14,902 (-10.4%) Est. Cost $84.91 Unrealized
VBK VANGUARD 0.1%
Value $4.264M (+13.4%) Shares 11,659 (-6.3%) Est. Cost $250.19 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $1.031M (-32.8%) Shares 13,176 (-25.6%) Est. Cost $81.71 Unrealized
GS GOLDMAN SACHS GROUP 0.2%
Value $7.122M (+7.5%) Shares 7,042 (-10.1%) Est. Cost $420.84 Unrealized
DIS WALT DISNEY COMPANY 0.1%
Value $3.437M (-12.4%) Shares 35,710 (-12.3%) Est. Cost $98.07 Unrealized
VEU VANGUARD 0.4%
Value $17.22M (+2.9%) Shares 205,590 (-7.7%) Est. Cost $61.49 Unrealized
SBUX STARBUCKS CORP 0.2%
Value $6.058M (+8.4%) Shares 59,286 (-5.0%) Est. Cost $77.91 Unrealized
SNOW SNOWFLAKE INC-CL A 0.1%
Value $3.41M (+15.9%) Shares 13,398 (-31.3%) Est. Cost $176.07 Unrealized
MPC MARATHON PETROLEUM CORP 0.1%
Value $4.544M (-8.8%) Shares 17,772 (-12.9%) Est. Cost $109.21 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $1.976M (-17.9%) Shares 15,643 (-9.5%) Est. Cost $73.04 Unrealized
ORLY O'REILLY AUTOMOTIVE 0.1%
Value $2.234M (-16.1%) Shares 24,255 (-15.9%) Est. Cost $84.73 Unrealized
MDLZ MONDELEZ INTERNATIONAL 0.1%
Value $3.935M (-9.7%) Shares 68,039 (-10.1%) Est. Cost $46.08 Unrealized
DAL DELTA AIR LINES 0.0%
Value $1.852M (+29.5%) Shares 19,771 (-8.1%) Est. Cost $44.82 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $1.18M (-25.4%) Shares 10,110 (-6.5%) Est. Cost $66.00 Unrealized
UBSI UNITED BANKSHARES INC 0.1%
Value $4.594M (+9.4%) Shares 100,230 (-1.1%) Est. Cost $29.02 Unrealized
EQT EQT CORP 0.0%
Value $383K (-50.7%) Shares 7,204 (-41.0%) Est. Cost $40.99 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value $2.173M (-14.7%) Shares 30,354 (-8.2%) Est. Cost $52.33 Unrealized
STZ CONSTELLATION BRANDS, INC. 0.0%
Value $727K (-33.7%) Shares 5,230 (-28.6%) Est. Cost $212.28 Unrealized
FTNT FORTINET INC 0.0%
Value $923K (+64.5%) Shares 6,007 (-12.5%) Est. Cost $66.92 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value $1.946M (-15.2%) Shares 8,729 (-12.6%) Est. Cost $201.34 Unrealized
VGK VANGUARD 0.2%
Value $6.934M (+5.3%) Shares 78,312 (-2.0%) Est. Cost $72.85 Unrealized
GIS GENERAL MILLS INC 0.1%
Value $2.015M (-14.2%) Shares 57,911 (-8.2%) Est. Cost $42.91 Unrealized
AXSM AXSOME THERAPEUTICS INC 0.1%
Value $2.154M (+18.0%) Shares 8,800 (-18.5%) Est. Cost $98.74 Unrealized
GDX VANECK 0.0%
Value $570K (-36.4%) Shares 7,557 (-22.7%) Est. Cost $42.43 Unrealized
BA BOEING 0.1%
Value $4.649M (+7.4%) Shares 21,475 (-1.2%) Est. Cost $171.51 Unrealized
KMI KINDER MORGAN INC 0.1%
Value $3.881M (-7.6%) Shares 121,403 (-3.1%) Est. Cost $17.56 Unrealized
MGV VANGUARD 0.1%
Value $4.867M (+7.0%) Shares 29,774 (-5.1%) Est. Cost $119.51 Unrealized
AZO AUTOZONE INC 0.0%
Value $1.275M (-19.5%) Shares 399 (-14.9%) Est. Cost $3686.04 Unrealized
FCX FREEPORT-MCMORAN 0.3%
Value $10.78M (+2.7%) Shares 171,351 (-4.0%) Est. Cost $42.21 Unrealized
ICE INTERCONTINENTAL EXCHANGE GRP 0.0%
Value $449K (-38.2%) Shares 3,646 (-21.0%) Est. Cost $149.06 Unrealized
CEG CONSTELLATION ENERGY 0.0%
Value $1.066M (-19.3%) Shares 4,290 (-9.3%) Est. Cost $219.19 Unrealized
BP BP PLC 0.0%
Value $809K (-23.6%) Shares 21,885 (-2.8%) Est. Cost $39.38 Unrealized
MAS MASCO CORP 0.0%
Value $1.255M (+24.3%) Shares 15,423 (-7.7%) Est. Cost $55.55 Unrealized
IVW ISHARES 0.0%
Value $1.582M (+18.1%) Shares 11,503 (-2.9%) Est. Cost $80.13 Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.1%
Value $3.521M (-6.4%) Shares 7,669 (-1.2%) Est. Cost $400.53 Unrealized
JGLO JP MORGAN 0.2%
Value $8.181M (-2.7%) Shares 114,866 (-10.9%) Est. Cost $61.89 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value $3.538M (+6.8%) Shares 16,195 (-3.1%) Est. Cost $124.78 Unrealized
WFC WELLS FARGO 0.1%
Value $2.492M (-8.2%) Shares 30,153 (-11.5%) Est. Cost $44.65 Unrealized
C CITIGROUP INC 0.0%
Value $1.193M (+21.9%) Shares 8,522 (-1.3%) Est. Cost $75.03 Unrealized
WELL WELLTOWER INC 0.1%
Value $2.6M (+8.7%) Shares 11,456 (-5.3%) Est. Cost $51.47 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value $619K (-25.1%) Shares 11,572 (-4.5%) Est. Cost $19.38 Unrealized
AEP AMERICAN ELECTRIC POWER 0.2%
Value $8.921M (+2.3%) Shares 65,204 (-1.9%) Est. Cost $35.81 Unrealized
SDY STATE STREET SPDR 0.3%
Value $12.35M (+1.7%) Shares 81,163 (-2.5%) Est. Cost $88.67 Unrealized
EMR EMERSON ELECTRIC 0.1%
Value $4.068M (+5.2%) Shares 28,421 (-3.7%) Est. Cost $84.08 Unrealized
IVE ISHARES 0.1%
Value $4.393M (+4.7%) Shares 19,347 (-2.6%) Est. Cost $123.63 Unrealized
WEC WEC ENERGY GROUP 0.0%
Value $816K (-19.2%) Shares 6,984 (-19.9%) Est. Cost $57.59 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $1.031M (-14.8%) Shares 2,286 (-1.3%) Est. Cost $318.15 Unrealized
XLE STATE STREET 0.0%
Value $598K (-22.9%) Shares 11,262 (-11.1%) Est. Cost $70.65 Unrealized
SUSA ISHARES 0.0%
Value $1.331M (+14.8%) Shares 8,624 (-1.7%) Est. Cost $96.07 Unrealized
AON AON PLC 0.0%
Value $499K (-25.6%) Shares 1,505 (-27.6%) Est. Cost $336.33 Unrealized
ESGE ISHARES 0.0%
Value $1.443M (+13.4%) Shares 26,382 (-5.7%) Est. Cost $36.34 Unrealized
CDNS CADENCE DESIGN SYSTEMS 0.0%
Value $785K (+26.7%) Shares 2,091 (-6.2%) Est. Cost $257.19 Unrealized
PYPL PAYPAL HOLDINGS 0.0%
Value $991K (-13.8%) Shares 22,943 (-9.7%) Est. Cost $68.02 Unrealized
WTS WATTS WATER TECHNOLOGIES INC A 0.0%
Value $900K (+21.3%) Shares 2,299 (-10.0%) Est. Cost $202.91 Unrealized
GGG GRACO INC 0.0%
Value $396K (-28.4%) Shares 5,239 (-19.9%) Est. Cost $86.13 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value $2.351M (+7.1%) Shares 21,784 (-3.1%) Est. Cost $79.22 Unrealized
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value $655K (-18.8%) Shares 10,232 (-9.7%) Est. Cost $73.13 Unrealized
MSI MOTOROLA SOLUTIONS 0.0%
Value $428K (-26.1%) Shares 1,030 (-22.8%) Est. Cost $317.89 Unrealized
CB CHUBB LIMITED 0.1%
Value $4.997M (+3.1%) Shares 14,666 (-1.4%) Est. Cost $141.08 Unrealized
IBDT ISHARES 0.0%
Value $1.15M (-11.1%) Shares 45,558 (-10.8%) Est. Cost $25.45 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $1.601M (-8.2%) Shares 18,598 (-3.6%) Est. Cost $97.98 Unrealized
FCN FTI CONSULTING INC. 0.0%
Value $557K (-19.8%) Shares 3,737 (-4.8%) Est. Cost $202.21 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $454K (+42.2%) Shares 1,281 (-39.3%) Est. Cost $151.28 Unrealized
SSD SIMPSON MANUFACTURING CO. INC. 0.0%
Value $880K (+18.1%) Shares 4,204 (-3.2%) Est. Cost $189.94 Unrealized
CAH CARDINAL HEALTH 0.0%
Value $1.514M (+9.6%) Shares 6,375 (-2.5%) Est. Cost $122.70 Unrealized
LSTR LANDSTAR SYSTEM INC 0.0%
Value $674K (+23.3%) Shares 3,260 (-4.4%) Est. Cost $185.32 Unrealized
FAST FASTENAL CO. 0.0%
Value $401K (-24.1%) Shares 8,351 (-26.7%) Est. Cost $38.90 Unrealized
FUL H.B FULLER COMPANY 0.0%
Value $1.446M (-8.1%) Shares 24,800 (-2.7%) Est. Cost $65.69 Unrealized
KR KROGER 0.0%
Value $325K (-27.9%) Shares 5,850 (-6.1%) Est. Cost $68.26 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $1.256M (+11.0%) Shares 4,672 (-4.8%) Est. Cost $154.02 Unrealized
TTC TORO COMPANY 0.0%
Value $739K (-14.1%) Shares 7,589 (-17.7%) Est. Cost $88.38 Unrealized
TFC TRUIST FINANCIAL CORP 0.1%
Value $2.703M (+4.5%) Shares 54,253 (-3.6%) Est. Cost $38.85 Unrealized
CTVA CORTEVA INC. 0.1%
Value $2.032M (-5.4%) Shares 23,990 (-6.5%) Est. Cost $31.13 Unrealized
EXC EXELON CORPORATION 0.0%
Value $632K (-14.6%) Shares 13,565 (-10.3%) Est. Cost $34.92 Unrealized
EFX EQUIFAX 0.0%
Value $490K (-17.2%) Shares 3,090 (-6.0%) Est. Cost $196.95 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value $461K (-18.0%) Shares 1,005 (-20.6%) Est. Cost $417.82 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $314K (-24.3%) Shares 185 (-22.9%) Est. Cost $1863.99 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $269K (-26.8%) Shares 2,136 (-26.1%) Est. Cost $119.48 Unrealized
QUAL ISHARES 0.0%
Value $2.01M (+5.2%) Shares 9,159 (-8.1%) Est. Cost $152.54 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS INC 0.0%
Value $640K (-13.2%) Shares 7,219 (-25.4%) Est. Cost $47.08 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $3.425M (+2.8%) Shares 10,127 (-8.1%) Est. Cost $229.41 Unrealized
PFF ISHARES 0.0%
Value $883K (-9.2%) Shares 28,963 (-9.7%) Est. Cost $37.34 Unrealized
COR CENCORA INC 0.0%
Value $539K (-13.8%) Shares 1,906 (-4.3%) Est. Cost $73.44 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value $232K (-26.4%) Shares 1,325 (-12.8%) Est. Cost $182.83 Unrealized
ESGD ISHARES 0.1%
Value $3.061M (+2.8%) Shares 29,778 (-4.4%) Est. Cost $77.92 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value $1.456M (+6.0%) Shares 6,503 (-3.8%) Est. Cost $185.74 Unrealized
AGX ARGAN INC 0.1%
Value $3.751M (-2.1%) Shares 4,697 (-33.2%) Est. Cost $45.84 Unrealized
FISV FISERV INC 0.0%
Value $294K (-20.9%) Shares 6,000 (-10.0%) Est. Cost $150.46 Unrealized
DSI ISHARES 0.0%
Value $586K (+15.1%) Shares 4,117 (-2.0%) Est. Cost $85.51 Unrealized
VOD VODAFONE GROUP 0.0%
Value $191K (-28.7%) Shares 14,478 (-19.0%) Est. Cost $17.38 Unrealized
XYZ BLOCK INC 0.0%
Value $362K (+24.8%) Shares 4,766 (-1.1%) Est. Cost $61.74 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value $464K (+18.2%) Shares 2,076 (-1.4%) Est. Cost $170.58 Unrealized
THIRD STREET BANCSHARES, INC. 0.0%
Value $290K (-19.6%) Shares 3,400 (-19.6%) Est. Cost $54.06 Unrealized
BIV VANGUARD 0.0%
Value $370K (-15.9%) Shares 4,822 (-15.4%) Est. Cost $83.05 Unrealized
MET METLIFE INC 0.0%
Value $610K (+12.9%) Shares 7,208 (-5.7%) Est. Cost $65.95 Unrealized
SHW SHERWIN WILLIAMS 0.0%
Value $505K (-11.7%) Shares 1,468 (-17.8%) Est. Cost $263.85 Unrealized
VOE VANGUARD 0.0%
Value $587K (-10.2%) Shares 2,973 (-16.2%) Est. Cost $147.94 Unrealized
SPLV INVESCO 0.0%
Value $366K (-15.2%) Shares 4,886 (-17.2%) Est. Cost $63.85 Unrealized
KMB KIMBERLY-CLARK 0.0%
Value $696K (+10.2%) Shares 6,342 (-3.1%) Est. Cost $80.16 Unrealized
URI UNITED RENTALS, INC. 0.0%
Value $402K (+18.7%) Shares 355 (-23.7%) Est. Cost $661.45 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value $289K (-18.0%) Shares 1,675 (-12.1%) Est. Cost $128.01 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $1.059M (-5.6%) Shares 9,568 (-3.4%) Est. Cost $79.79 Unrealized
SLB SLB LIMITED 0.0%
Value $422K (-11.7%) Shares 9,081 (-2.4%) Est. Cost $39.68 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value $1.016M (+5.7%) Shares 3,445 (-2.4%) Est. Cost $158.99 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value $758K (-6.3%) Shares 2,241 (-2.1%) Est. Cost $530.61 Unrealized
VOT VANGUARD 0.0%
Value $944K (+5.7%) Shares 3,083 (-11.2%) Est. Cost $200.06 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value $2.234M (+2.3%) Shares 23,057 (-1.5%) Est. Cost $41.47 Unrealized
UGI UGI CORP HOLDING CO. 0.0%
Value $595K (-7.6%) Shares 17,239 (-2.5%) Est. Cost $35.79 Unrealized
ALLE ALLEGION PUBLIC LIMITED CO 0.0%
Value $573K (-7.8%) Shares 4,081 (-4.7%) Est. Cost $51.70 Unrealized
KKR KKR & CO INC 0.1%
Value $2.471M (-1.9%) Shares 26,927 (-1.1%) Est. Cost $65.95 Unrealized
XLF STATE STREET 0.0%
Value $840K (+5.9%) Shares 15,662 (-2.5%) Est. Cost $38.44 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $617K (+8.0%) Shares 7,120 (-2.0%) Est. Cost $77.46 Unrealized
HLT HILTON WORLDWIDE HOLDINGS 0.0%
Value $672K (+7.1%) Shares 2,034 (-1.4%) Est. Cost $239.75 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value $235K (-15.8%) Shares 3,502 (-4.1%) Est. Cost $66.84 Unrealized
NEM NEWMONT CORP 0.0%
Value $243K (-15.3%) Shares 2,597 (-1.9%) Est. Cost $69.39 Unrealized
ESGU ISHARES 0.0%
Value $398K (+12.2%) Shares 2,430 (-3.0%) Est. Cost $126.01 Unrealized
IWD ISHARES 0.0%
Value $1.225M (+3.6%) Shares 5,051 (-8.7%) Est. Cost $144.42 Unrealized
TPYP TORTOISE NORTH AMERICAN 0.0%
Value $1.1M (-3.6%) Shares 26,226 (-2.6%) Est. Cost $36.45 Unrealized
FLOT ISHARES 0.0%
Value $356K (-10.1%) Shares 6,978 (-10.3%) Est. Cost $49.80 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $480K (+7.4%) Shares 6,314 (-3.9%) Est. Cost $72.20 Unrealized
FE FIRST ENERGY 0.0%
Value $415K (-7.3%) Shares 8,723 (-1.2%) Est. Cost $32.68 Unrealized
MSWV MAIN STREET FINANCIAL SERVICES 0.0%
Value $492K (+7.0%) Shares 24,255 (-3.4%) Est. Cost $19.27 Unrealized
JEPI JPMORGAN 0.0%
Value $579K (-4.8%) Shares 10,245 (-4.4%) Est. Cost $57.32 Unrealized
VTRS VIATRIS INC 0.0%
Value $209K (+15.8%) Shares 13,184 (-1.5%) Est. Cost $12.68 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $299K (-8.7%) Shares 11,207 (-6.0%) Est. Cost $17.40 Unrealized
VEA VANGUARD 0.1%
Value $4.843M (+0.5%) Shares 67,973 (-9.6%) Est. Cost $52.84 Unrealized
TIP ISHARES 0.0%
Value $1.061M (-2.3%) Shares 9,693 (-1.5%) Est. Cost $115.32 Unrealized
CATH GLOBAL X 0.0%
Value $264K (+10.0%) Shares 2,985 (-2.8%) Est. Cost $69.15 Unrealized
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value $267K (+7.6%) Shares 5,607 (-1.1%) Est. Cost $31.67 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value $277K (-6.0%) Shares 3,591 (-20.4%) Est. Cost $60.70 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value $567K (-3.0%) Shares 14,872 (-9.1%) Est. Cost $32.93 Unrealized
UFPI UFP INDUSTRIES 0.0%
Value $494K (-3.3%) Shares 5,443 (-1.8%) Est. Cost $114.70 Unrealized
DCI DONALDSON 0.0%
Value $343K (-4.2%) Shares 3,822 (-9.5%) Est. Cost $68.83 Unrealized
SJM JM SMUCKER CO 0.0%
Value $285K (+5.4%) Shares 2,536 (-9.7%) Est. Cost $98.69 Unrealized
PPL PPL CORPORATION 0.0%
Value $203K (-5.9%) Shares 5,598 (-1.1%) Est. Cost $36.23 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value $458K (+2.8%) Shares 1,921 (-8.5%) Est. Cost $185.78 Unrealized
IDV ISHARES 0.0%
Value $217K (-5.1%) Shares 5,235 (-2.5%) Est. Cost $39.45 Unrealized
SUSB ISHARES 0.0%
Value $248K (-4.2%) Shares 9,920 (-3.9%) Est. Cost $24.77 Unrealized
JMUB JPMORGAN 0.0%
Value $1.794M (-0.6%) Shares 35,418 (-1.9%) Est. Cost $50.19 Unrealized
F FORD 0.0%
Value $704K (+1.3%) Shares 50,633 (-15.9%) Est. Cost $10.54 Unrealized
PAYX PAYCHEX INC 0.0%
Value $297K (-2.9%) Shares 3,023 (-9.0%) Est. Cost $118.41 Unrealized
NVO NOVO NORDISK A/S 0.0%
Value $282K (-3.0%) Shares 5,887 (-25.7%) Est. Cost $99.82 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value $529K (-1.2%) Shares 6,520 (-1.4%) Est. Cost $42.13 Unrealized
BX THE BLACKSTONE GROUP INC A 0.0%
Value $247K (-2.3%) Shares 2,103 (-4.5%) Est. Cost $86.03 Unrealized
NVS NOVARTIS A G ADR 0.0%
Value $657K (+0.8%) Shares 4,191 (-1.7%) Est. Cost $104.69 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value $1.532M (-0.3%) Shares 16,712 (-7.3%) Est. Cost $69.00 Unrealized
KAI KADANT INC. 0.0%
Value $416K (+0.9%) Shares 1,323 (-6.2%) Est. Cost $327.79 Unrealized
GD GENERAL DYNAMICS 0.0%
Value $970K (+0.2%) Shares 2,738 (-2.9%) Est. Cost $221.41 Unrealized
WMB WILLIAMS COMPANIES INC 0.0%
Value $549K (+0.2%) Shares 7,380 (-1.9%) Est. Cost $47.52 Unrealized

Unchanged Positions (210)

GOOGL ALPHABET INC 3.1%
Value $124M Shares 347,121 Est. Cost $124.05 Unrealized
JPM JP MORGAN CHASE 2.4%
Value $97.87M Shares 298,981 Est. Cost $89.09 Unrealized
WSBC WESBANCO INC 1.5%
Value $60.08M Shares 1,539,444 Est. Cost $32.18 Unrealized
ACWX ISHARES 1.6%
Value $63.15M Shares 829,770 Est. Cost $53.18 Unrealized
QQQ INVESCO 0.5%
Value $19.38M Shares 26,321 Est. Cost $329.06 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.3%
Value $12.27M Shares 25,684 Est. Cost $223.42 Unrealized
MS MORGAN STANLEY 0.4%
Value $15.28M Shares 73,075 Est. Cost $74.23 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value $20.94M Shares 367,435 Est. Cost $42.83 Unrealized
SPY STATE STREET SPDR 0.6%
Value $22.99M Shares 30,783 Est. Cost $493.01 Unrealized
USB US BANCORP 0.5%
Value $19.74M Shares 326,747 Est. Cost $36.83 Unrealized
VTI VANGUARD 0.4%
Value $17.97M Shares 48,567 Est. Cost $265.43 Unrealized
MRK MERCK & CO INC 0.9%
Value $36.05M Shares 280,575 Est. Cost $74.86 Unrealized
GTX GARRETT MOTION INC 0.1%
Value $3.805M Shares 105,034 Est. Cost $14.06 Unrealized
XLK STATE STREET 0.2%
Value $6.216M Shares 32,625 Est. Cost $148.30 Unrealized
MOG/A MOOG INC 0.1%
Value $5.774M Shares 13,623 Est. Cost $140.65 Unrealized
EOG EOG RESOURCES INC 0.4%
Value $16.55M Shares 127,537 Est. Cost $101.57 Unrealized
FANG DIAMONDBACK ENERGY INC 0.3%
Value $13.33M Shares 75,838 Est. Cost $114.14 Unrealized
BK BANK OF NY MELLON CORP 0.2%
Value $8.281M Shares 57,264 Est. Cost $112.50 Unrealized
GLW CORNING 0.1%
Value $2.845M Shares 11,138 Est. Cost $15.18 Unrealized
MTRN MATERION CORP 0.1%
Value $2.439M Shares 8,200 Est. Cost $101.28 Unrealized
ACLS AXCELIS TECHNOLOGIES INC 0.1%
Value $2.425M Shares 12,800 Est. Cost $89.10 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value $6.926M Shares 122,871 Est. Cost $33.14 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value $7.444M Shares 15,155 Est. Cost $108.19 Unrealized
GVA GRANITE CONSTRUCTION INC. 0.1%
Value $4.572M Shares 28,922 Est. Cost $49.82 Unrealized
AIT APPLIED INDUSTRIAL TECHNOLOGIES 0.1%
Value $4.059M Shares 12,005 Est. Cost $179.94 Unrealized
IWR ISHARES 0.2%
Value $7.053M Shares 63,929 Est. Cost $68.35 Unrealized
COST COSTCO WHOLESALE 0.3%
Value $11.18M Shares 11,948 Est. Cost $339.80 Unrealized
NEE NEXTERA ENERGY 0.3%
Value $11.2M Shares 127,564 Est. Cost $62.09 Unrealized
IYW ISHARES 0.1%
Value $2.579M Shares 10,225 Est. Cost $117.21 Unrealized
LIN LINDE PLC 0.4%
Value $16.38M Shares 31,564 Est. Cost $373.26 Unrealized
QLD PROSHARES 0.0%
Value $1.858M Shares 19,200 Est. Cost $75.88 Unrealized
DFAC DIMENSIONAL 0.1%
Value $5.432M Shares 122,457 Est. Cost $35.84 Unrealized
EXEL EXELIXIS INC 0.1%
Value $2.994M Shares 55,034 Est. Cost $40.77 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value $2.865M Shares 17,000 Est. Cost $139.91 Unrealized
IBIT ISHARES 0.1%
Value $4.024M Shares 120,868 Est. Cost $39.17 Unrealized
BZH BEAZER HOMES USA INC 0.0%
Value $1.865M Shares 66,500 Est. Cost $23.73 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.1%
Value $4.813M Shares 12,988 Est. Cost $224.45 Unrealized
CON CONCENTRA GROUP HOLDINGS 0.0%
Value $1.977M Shares 66,449 Est. Cost $21.13 Unrealized
NOG NORTHERN OIL & GAS 0.0%
Value $880K Shares 48,500 Est. Cost $27.43 Unrealized
ESML ISHARES 0.1%
Value $3.297M Shares 58,940 Est. Cost $41.49 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value $896K Shares 16,000 Est. Cost $92.97 Unrealized
VVV VALVOLINE INC 0.1%
Value $3.478M Shares 87,951 Est. Cost $33.90 Unrealized
SHEL SHELL PLC 0.1%
Value $2.555M Shares 32,947 Est. Cost $73.03 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.1%
Value $2.101M Shares 82,138 Est. Cost $22.47 Unrealized
IWP ISHARES 0.1%
Value $3.832M Shares 26,174 Est. Cost $101.08 Unrealized
FBNC FIRST BANCORP 0.1%
Value $3.843M Shares 60,108 Est. Cost $33.39 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value $5.054M Shares 27,935 Est. Cost $70.68 Unrealized
HGV HILTON GRAND VACATIONS INC 0.0%
Value $1.682M Shares 32,122 Est. Cost $43.45 Unrealized
GPOR GULFPORT ENERGY CORP 0.0%
Value $1.68M Shares 9,900 Est. Cost $148.93 Unrealized
AUB ATLANTIC UNION BANKSHARES CO 0.1%
Value $2.653M Shares 62,700 Est. Cost $33.22 Unrealized
MDY STATE STREET SPDR 0.1%
Value $3.406M Shares 4,843 Est. Cost $396.14 Unrealized
SDGR SCHRODINGER INC 0.0%
Value $1.323M Shares 81,400 Est. Cost $17.20 Unrealized
NUE NUCOR CORP 0.0%
Value $1.639M Shares 7,356 Est. Cost $62.20 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value $4.913M Shares 45,701 Est. Cost $135.92 Unrealized
IJT ISHARES 0.0%
Value $1.899M Shares 10,631 Est. Cost $132.77 Unrealized
CSX CSX CORP 0.1%
Value $2.662M Shares 56,005 Est. Cost $25.59 Unrealized
IWS ISHARES 0.1%
Value $3M Shares 18,223 Est. Cost $108.61 Unrealized
ABCB AMERIS BANCORP 0.1%
Value $2.512M Shares 27,827 Est. Cost $47.31 Unrealized
HBAN HUNTINGTON BANCSHARES 0.1%
Value $2.952M Shares 166,474 Est. Cost $12.64 Unrealized
VKTX VIKING THERAPEUTICS INC 0.1%
Value $2.029M Shares 52,000 Est. Cost $34.51 Unrealized
MGC VANGUARD 0.1%
Value $2.302M Shares 8,413 Est. Cost $151.87 Unrealized
MCK MCKESSON CORP 0.0%
Value $2.008M Shares 2,657 Est. Cost $137.27 Unrealized
SFNC SIMMONS FIRST NATIONAL 0.1%
Value $2.138M Shares 94,400 Est. Cost $19.96 Unrealized
NOC NORTHRUP GRUMMAN CORP 0.0%
Value $844K Shares 1,658 Est. Cost $411.69 Unrealized
EEM ISHARES 0.0%
Value $1.773M Shares 25,919 Est. Cost $45.85 Unrealized
ATMU ATMUS FILTRATION TECHNOLOGIES 0.1%
Value $2.468M Shares 48,400 Est. Cost $23.72 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value $1.47M Shares 5,057 Est. Cost $217.58 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value $1.161M Shares 1,612 Est. Cost $237.37 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value $1.083M Shares 64,000 Est. Cost $13.77 Unrealized
LMAT LEMAITRE VASCULAR INC 0.0%
Value $1.9M Shares 19,800 Est. Cost $87.95 Unrealized
IWB ISHARES 0.0%
Value $1.993M Shares 4,866 Est. Cost $209.34 Unrealized
CMCSA COMCAST CORP 0.0%
Value $1.475M Shares 60,067 Est. Cost $35.82 Unrealized
ACAD ACADIA PHARMACEUTICALS INC 0.0%
Value $1.978M Shares 78,200 Est. Cost $19.93 Unrealized
ALL ALLSTATE 0.0%
Value $1.917M Shares 8,058 Est. Cost $142.97 Unrealized
GOLF ACUSHNET HOLDINGS CORP 0.0%
Value $1.086M Shares 9,159 Est. Cost $64.75 Unrealized
VTHR VANGUARD 0.0%
Value $1.659M Shares 5,005 Est. Cost $253.67 Unrealized
UCB UNITED COMMUNITY BANKS/GA 0.1%
Value $2.049M Shares 58,400 Est. Cost $31.62 Unrealized
DFUS DIMENSIONAL 0.0%
Value $1.419M Shares 17,312 Est. Cost $67.02 Unrealized
GSHD GOOSEHEAD INSURANCE INC 0.0%
Value $1.552M Shares 32,000 Est. Cost $64.78 Unrealized
KRE STATE STREET SPDR 0.0%
Value $1.402M Shares 18,737 Est. Cost $51.61 Unrealized
NSC NORFOLK SOUTHERN 0.1%
Value $2.047M Shares 6,508 Est. Cost $178.67 Unrealized
IGV ISHARES 0.0%
Value $1.52M Shares 16,775 Est. Cost $87.88 Unrealized
IDYA IDEAYA BIOSCIENCES INC 0.0%
Value $1.48M Shares 39,700 Est. Cost $27.77 Unrealized
XAGG EV 0.5%
Value $21.32M Shares 426,545 Est. Cost $50.41 Unrealized
GEF GREIF INC 0.0%
Value $1.403M Shares 18,839 Est. Cost $60.83 Unrealized
XNTK STATE STREET SPDR 0.0%
Value $399K Shares 1,021 Est. Cost $237.28 Unrealized
MWA MUELLER WATER PRODUCTS 0.1%
Value $2.06M Shares 79,751 Est. Cost $25.17 Unrealized
PJT PJT PARTNERS INC 0.0%
Value $1.771M Shares 11,736 Est. Cost $96.91 Unrealized
SSO PROSHARES 0.0%
Value $549K Shares 8,150 Est. Cost $54.65 Unrealized
PRI PRIMERICA INC 0.0%
Value $1.038M Shares 3,651 Est. Cost $236.50 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value $978K Shares 4,314 Est. Cost $163.58 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.1%
Value $2.995M Shares 4 Est. Cost $692527.00 Unrealized
RBC RBC BEARINGS 0.0%
Value $740K Shares 1,149 Est. Cost $269.96 Unrealized
XLY STATE STREET 0.0%
Value $1.538M Shares 13,117 Est. Cost $178.24 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value $347K Shares 3,614 Est. Cost $86.86 Unrealized
RVTY REVVITY INC 0.0%
Value $496K Shares 4,460 Est. Cost $149.48 Unrealized
ECG EVERUS CONSTRUCTION GROUP 0.0%
Value $349K Shares 2,106 Est. Cost $96.03 Unrealized
CME CME GROUP 0.0%
Value $287K Shares 1,300 Est. Cost $191.15 Unrealized
ONON ON HOLDING AG-CLASS A 0.1%
Value $2.469M Shares 69,703 Est. Cost $42.90 Unrealized
IBP INSTALLED BUILDING PRODUCTS INC 0.0%
Value $618K Shares 2,690 Est. Cost $236.87 Unrealized
ITGR INTEGER HOLDINGS CORP 0.0%
Value $1.525M Shares 16,318 Est. Cost $106.24 Unrealized
CI THE CIGNA GROUP 0.1%
Value $2.155M Shares 7,817 Est. Cost $282.36 Unrealized
SCHD SCHWAB 0.1%
Value $2.612M Shares 82,367 Est. Cost $26.50 Unrealized
DVY ISHARES 0.1%
Value $2.837M Shares 18,151 Est. Cost $98.18 Unrealized
IMAX IMAX CORP 0.0%
Value $1.778M Shares 44,600 Est. Cost $25.55 Unrealized
MFC MANULIFE FINANCIAL CORP. 0.0%
Value $573K Shares 14,138 Est. Cost $19.28 Unrealized
CTRI CENTURI HOLDINGS INC 0.1%
Value $2.359M Shares 78,000 Est. Cost $20.18 Unrealized
CGON CG ONCOLOGY INC 0.0%
Value $1.584M Shares 22,300 Est. Cost $24.10 Unrealized
SMPL THE SIMPLY GOOD FOODS COMPANY 0.0%
Value $910K Shares 68,500 Est. Cost $19.63 Unrealized
TRV THE TRAVELERS COMPANIES INC 0.0%
Value $586K Shares 1,776 Est. Cost $147.13 Unrealized
ADAMS 0.0%
Value $454K Shares 17,773 Est. Cost $16.69 Unrealized
WWD WOODWARD INC 0.0%
Value $408K Shares 958 Est. Cost $203.79 Unrealized
NUVEEN 0.0%
Value $1.399M Shares 119,188 Est. Cost $13.59 Unrealized
AFL AFLAC INC 0.0%
Value $949K Shares 8,090 Est. Cost $78.75 Unrealized
DGX QUEST DIAGNOSTICS 0.0%
Value $862K Shares 4,067 Est. Cost $115.55 Unrealized
IUSG ISHARES 0.0%
Value $334K Shares 1,776 Est. Cost $117.21 Unrealized
LQMT LIQUIDMETAL TECHNOLOGIES 0.0%
Value $123K Shares 620,307 Est. Cost $0.09 Unrealized
SNDX SYNDAX PHARMACEUTICALS INC 0.0%
Value $809K Shares 37,000 Est. Cost $17.45 Unrealized
COF CAPITAL ONE FINANCIAL CO 0.0%
Value $639K Shares 3,187 Est. Cost $185.05 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value $328K Shares 2,923 Est. Cost $84.86 Unrealized
GPC GENUINE PARTS 0.0%
Value $503K Shares 4,263 Est. Cost $115.22 Unrealized
KBWB INVESCO 0.0%
Value $340K Shares 3,659 Est. Cost $84.15 Unrealized
BHP BHP BILLITON LIMITED -ADR 0.0%
Value $394K Shares 4,725 Est. Cost $56.48 Unrealized
CBFV CB FINANCIAL SERVICES INC. 0.0%
Value $504K Shares 13,307 Est. Cost $16.76 Unrealized
RFG INVESCO 0.0%
Value $322K Shares 4,995 Est. Cost $52.44 Unrealized
VTR VENTAS,INC 0.0%
Value $583K Shares 6,564 Est. Cost $42.71 Unrealized
NWBI NORTHWEST BANCSHARES INC 0.0%
Value $282K Shares 18,617 Est. Cost $9.18 Unrealized
MICROSTRATEGY INC 0.0%
Value $1.279M Shares 13,800 Est. Cost $113.15 Unrealized
SO SOUTHERN CO 0.1%
Value $4.615M Shares 48,214 Est. Cost $47.06 Unrealized
OKE ONEOK, INC 0.0%
Value $946K Shares 10,885 Est. Cost $58.21 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value $1.206M Shares 32,815 Est. Cost $28.48 Unrealized
EFAV ISHARES 0.0%
Value $804K Shares 9,166 Est. Cost $72.72 Unrealized
AWI ARMSTRONG WORLD INDUSTRIES 0.0%
Value $1.411M Shares 8,797 Est. Cost $108.64 Unrealized
CNI CANADIAN NAT'L RAILWAY CO 0.0%
Value $253K Shares 2,122 Est. Cost $106.44 Unrealized
NUVEEN 0.0%
Value $947K Shares 73,979 Est. Cost $12.46 Unrealized
PEBO PEOPLES BANCORP INC 0.0%
Value $240K Shares 6,259 Est. Cost $32.34 Unrealized
POR PORTLAND GENERAL ELECTRIC 0.0%
Value $1.892M Shares 36,500 Est. Cost $40.80 Unrealized
ABERDEEN 0.0%
Value $142K Shares 14,800 Est. Cost $6.93 Unrealized
IUSV ISHARES 0.0%
Value $453K Shares 4,112 Est. Cost $95.49 Unrealized
SMDV PROSHARES 0.0%
Value $303K Shares 3,934 Est. Cost $69.18 Unrealized
BLACKROCK 0.0%
Value $613K Shares 51,537 Est. Cost $11.92 Unrealized
XAR STATE STREET SPDR 0.0%
Value $302K Shares 1,064 Est. Cost $236.80 Unrealized
ACWI ISHARES 0.0%
Value $267K Shares 1,703 Est. Cost $128.60 Unrealized
PRF INVESCO 0.0%
Value $263K Shares 4,860 Est. Cost $42.27 Unrealized
KYTX KYVERNA THERAPEUTICS INC 0.0%
Value $983K Shares 110,300 Est. Cost $8.30 Unrealized
ETR ENTERGY CORP 0.0%
Value $1.295M Shares 11,276 Est. Cost $49.85 Unrealized
REGL PROSHARES 0.0%
Value $531K Shares 5,801 Est. Cost $65.36 Unrealized
POOL POOL CORP. 0.0%
Value $501K Shares 2,330 Est. Cost $251.76 Unrealized
FREDDIE MAC 0.0%
Value $163K Shares 20,000 Est. Cost $3.20 Unrealized
CHCO CITY HOLDING COMPANY 0.0%
Value $291K Shares 2,195 Est. Cost $77.48 Unrealized
ANF ABERCROMBIE & FITCH CO- CL A 0.0%
Value $1.8M Shares 20,000 Est. Cost $90.80 Unrealized
DFAX DIMENSIONAL 0.0%
Value $336K Shares 9,111 Est. Cost $29.37 Unrealized
GUNR FLEXSHARES 0.0%
Value $215K Shares 4,362 Est. Cost $55.16 Unrealized
NLY ANNALY CAPITAL MGMT 0.0%
Value $424K Shares 18,967 Est. Cost $19.67 Unrealized
PWV INVESCO 0.0%
Value $301K Shares 3,979 Est. Cost $58.32 Unrealized
IR INGERSOLL-RAND INC 0.0%
Value $990K Shares 12,071 Est. Cost $31.98 Unrealized
ITA ISHARES 0.0%
Value $227K Shares 937 Est. Cost $218.75 Unrealized
VCLT VANGUARD 0.1%
Value $2.982M Shares 39,635 Est. Cost $78.63 Unrealized
UBCP UNITED BANCORP INC/OHIO 0.0%
Value $498K Shares 31,360 Est. Cost $11.98 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.0%
Value $248K Shares 567 Est. Cost $373.26 Unrealized
TXT TEXTRON INC 0.0%
Value $454K Shares 4,948 Est. Cost $85.38 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value $412K Shares 2,002 Est. Cost $129.72 Unrealized
CCJ CAMECO CORP 0.0%
Value $306K Shares 3,000 Est. Cost $53.26 Unrealized
USMV ISHARES 0.0%
Value $517K Shares 5,362 Est. Cost $77.09 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value $350K Shares 10,131 Est. Cost $35.91 Unrealized
XLC STATE STREET 0.0%
Value $509K Shares 4,752 Est. Cost $63.68 Unrealized
DHR DANAHER 0.1%
Value $2.034M Shares 10,676 Est. Cost $140.26 Unrealized
SRE SEMPRA ENERGY 0.0%
Value $341K Shares 3,674 Est. Cost $70.06 Unrealized
FREDDIE MAC 0.0%
Value $144K Shares 10,000 Est. Cost $5.53 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS, INC. 0.0%
Value $226K Shares 850 Est. Cost $234.18 Unrealized
ADM ARCHER DANIELS 0.0%
Value $282K Shares 3,687 Est. Cost $70.62 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value $952K Shares 48,805 Est. Cost $14.77 Unrealized
YUM YUM! BRANDS INC 0.0%
Value $618K Shares 3,868 Est. Cost $86.31 Unrealized
FTA FIRST TRUST 0.0%
Value $285K Shares 2,949 Est. Cost $79.13 Unrealized
XLU STATE STREET 0.0%
Value $1.021M Shares 22,514 Est. Cost $56.90 Unrealized
LEN LENNAR CORP 0.0%
Value $303K Shares 3,351 Est. Cost $73.17 Unrealized
FRANKLIN 0.0%
Value $181K Shares 27,700 Est. Cost $6.20 Unrealized
VYMI VANGUARD 0.0%
Value $223K Shares 2,274 Est. Cost $94.24 Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $202K Shares 1,000 Est. Cost $200.01 Unrealized
FREDDIE MAC 0.0%
Value $133K Shares 10,000 Est. Cost $5.54 Unrealized
BTG B2GOLD CORP 0.0%
Value $38,896 Shares 10,400 Est. Cost $2.52 Unrealized
NUVEEN DIVIDEND ADVANTAGE 0.0%
Value $155K Shares 12,799 Est. Cost $11.74 Unrealized
MPLX MPLX LP 0.0%
Value $509K Shares 9,034 Est. Cost $47.00 Unrealized
RSG REPUBLIC SERVICES 0.0%
Value $236K Shares 1,108 Est. Cost $180.65 Unrealized
POWA INVESCO 0.0%
Value $216K Shares 2,429 Est. Cost $86.58 Unrealized
EVAX EVAXION A/S 0.0%
Value $31,000 Shares 10,000 Est. Cost $4.77 Unrealized
WR BERKLEY CORP. 0.0%
Value $149K Shares 10,000 Est. Cost $19.49 Unrealized
CITIGROUP 0.0%
Value $273K Shares 9,500 Est. Cost $26.98 Unrealized
NUVEEN 0.0%
Value $141K Shares 11,100 Est. Cost $11.68 Unrealized
BIDU BAIDU INC 0.0%
Value $213K Shares 1,865 Est. Cost $131.77 Unrealized
NUVEEN MUNICIPAL VALUE FUND INC. 0.0%
Value $167K Shares 18,157 Est. Cost $9.81 Unrealized
WESBANCO INC 0.0%
Value $717K Shares 28,470 Est. Cost $25.62 Unrealized
GRNB VANECK 0.0%
Value $441K Shares 18,260 Est. Cost $26.48 Unrealized
SPTS STATE STREET SPDR 0.0%
Value $460K Shares 15,865 Est. Cost $29.09 Unrealized
SCHZ SCHWAB 0.0%
Value $651K Shares 28,127 Est. Cost $23.24 Unrealized
O REALTY INCOME CORP 0.0%
Value $211K Shares 3,398 Est. Cost $57.31 Unrealized
NATIONAL AUSTRALIA BANK 0.0%
Value $177K Shares 250,000 Est. Cost $0.66 Unrealized
VTIP VANGUARD 0.0%
Value $639K Shares 12,714 Est. Cost $50.50 Unrealized
MACQUARIE BANK LTD 0.0%
Value $384K Shares 425,000 Est. Cost $0.83 Unrealized
RECAF RECONNAISSANCE ENERGY AFRICA LTD 0.0%
Value $17,250 Shares 23,000 Est. Cost $1.58 Unrealized
IBDS ISHARES 0.0%
Value $1.164M Shares 48,074 Est. Cost $24.28 Unrealized
IBDR ISHARES 0.0%
Value $1.186M Shares 48,950 Est. Cost $24.23 Unrealized
VCSH VANGUARD 0.1%
Value $3.216M Shares 40,691 Est. Cost $80.09 Unrealized
AENG ADVANCED ENGINE TECHNOLOGIES 0.0%
Value $1 Shares 71,800 Est. Cost $0.00 Unrealized
HARRIS OFFICE EQUIPMENT INC 0.0%
Value $492K Shares 80 Est. Cost $3075.00 Unrealized
SPYG STATE STREET SPDR 0.0%
Value $264K Shares 2,436 Est. Cost $108.45 Unrealized
POTNETWORK HLDGS INC 0.0%
Value $0 Shares 103,838 Est. Cost Unrealized
CITIZENS BANCSHARES INC 0.0%
Value $294K Shares 750 Est. Cost $391.99 Unrealized
KENNEDY HARDWARE CO INC. 0.0%
Value $248K Shares 83,400 Est. Cost $2.95 Unrealized
CANNABIS SCIENCE INC 0.0%
Value $75 Shares 15,000 Est. Cost Unrealized