MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 27, 2026

Total Value ($000): $1,506,772 (100.0% shares, 0.0% debt)

Holdings (322)

New Positions (19)

MCO MOODYS CORP 0.7%
Value ($000) $10,053 Shares 19,679 Est. Cost $487.35 Unrealized 0.0%
LXP LXP INDUSTRIAL TRUST 0.4%
Value ($000) $5,459 Shares 110,105 Est. Cost $49.58 Unrealized
VMI VALMONT INDUSTRIES INC. 0.3%
Value ($000) $5,221 Shares 12,977 Est. Cost $406.96 Unrealized 0.0%
PR PERMIAN RESOURCES CORP 0.3%
Value ($000) $4,881 Shares 347,924 Est. Cost $13.43 Unrealized 0.0%
RHHBY ROCHE HLDG LTD SPONSORED ADR 0.3%
Value ($000) $4,372 Shares 84,784 Est. Cost $51.57 Unrealized
DUK DUKE ENERGY CORP 0.3%
Value ($000) $4,018 Shares 34,277 Est. Cost $121.57 Unrealized 0.0%
TRP TC ENERGY CORP 0.2%
Value ($000) $3,299 Shares 59,964 Est. Cost $53.35 Unrealized 0.0%
DTE DTE ENERGY CO 0.2%
Value ($000) $2,791 Shares 21,640 Est. Cost $134.80 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $261 Shares 9,498 Est. Cost $27.43 Unrealized
LRCX LAM RESEARCH 0.0%
Value ($000) $241 Shares 1,410 Est. Cost $155.36 Unrealized 0.0%
SGOL ABERDEEN STANDARD PHYSICAL GOL 0.0%
Value ($000) $217 Shares 5,280 Est. Cost $41.08 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $211 Shares 2,003 Est. Cost $93.24 Unrealized 0.0%
CTRA COTERRA ENERGY INC. 0.0%
Value ($000) $210 Shares 7,961 Est. Cost $25.10 Unrealized 0.0%
IQDF FLEXSHARES-INT QUAL DVD INDEX 0.0%
Value ($000) $205 Shares 6,750 Est. Cost $30.40 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $204 Shares 1,206 Est. Cost $158.36 Unrealized 0.0%
EFA ISHARES MSCI EAFE INDEX FUND 0.0%
Value ($000) $204 Shares 2,126 Est. Cost $96.03 Unrealized
RTX RAYTHEON TECHNOLOGIES 0.0%
Value ($000) $202 Shares 1,101 Est. Cost $173.32 Unrealized 0.0%
UVIX 2X LONG VIX FUTURES ETF 0.0%
Value ($000) $81 Shares 14,192 Est. Cost $5.71 Unrealized
ICLTF GREENFIRST FOREST PRODUCTS 0.0%
Value ($000) $19 Shares 15,000 Est. Cost $1.47 Unrealized 0.0%

Increased Positions (48)

ORLY O'REILLY AUTOMOTIVE INC 0.9%
Value ($000) $13,320 (+60.2%) Shares 146,040 (+89.3%) Est. Cost $92.88 Unrealized +5.2%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $4,916 (+1607.6%) Shares 91,145 (+1327.7%) Est. Cost $47.28 Unrealized +0.5%
HON HONEYWELL INTL INC 0.2%
Value ($000) $3,726 (+691.9%) Shares 19,097 (+754.5%) Est. Cost $192.37 Unrealized +1.4%
EOG EOG RESOURCES INC 0.7%
Value ($000) $10,327 (+44.9%) Shares 98,339 (+54.7%) Est. Cost $84.22 Unrealized +27.3%
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $3,569 (+568.2%) Shares 13,875 (+662.4%) Est. Cost $259.22 Unrealized +2.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $2,697 (+917.6%) Shares 5,577 (+950.3%) Est. Cost $471.11 Unrealized +1.1%
BNPQY BNP PARIBAS ADR 0.4%
Value ($000) $5,909 (+52.5%) Shares 124,654 (+46.4%) Est. Cost $43.55 Unrealized
PAGP PLAINS GP HOLDINGS LP 0.4%
Value ($000) $6,018 (+43.2%) Shares 314,420 (+36.5%) Est. Cost $10.63 Unrealized
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $4,113 (+62.6%) Shares 107,157 (+45.6%) Est. Cost $34.88 Unrealized +3.4%
NHI NATIONAL HEALTH INVESTORS 0.3%
Value ($000) $4,774 (+41.8%) Shares 62,512 (+47.6%) Est. Cost $74.67 Unrealized
PLD PROLOGIS INC 0.2%
Value ($000) $3,560 (+62.4%) Shares 27,889 (+45.7%) Est. Cost $109.07 Unrealized +13.6%
NOMD NOMAD FOODS LTD 0.4%
Value ($000) $5,578 (+23.6%) Shares 445,889 (+29.9%) Est. Cost $16.94 Unrealized -27.9%
NNN NNN REIT, INC. 0.3%
Value ($000) $4,327 (+30.4%) Shares 109,186 (+40.1%) Est. Cost $20.33 Unrealized
GTY GETTY REALTY CORP 0.3%
Value ($000) $3,876 (+33.8%) Shares 141,628 (+31.2%) Est. Cost $6.53 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 0.1%
Value ($000) $1,040 (+226.9%) Shares 5,428 (+223.7%) Est. Cost $170.89 Unrealized
CARG CARGURUS INC 0.4%
Value ($000) $5,776 (+6.8%) Shares 150,614 (+3.7%) Est. Cost $34.24 Unrealized +5.3%
XLU UTILITIES SELECT SECTOR SPDR 0.5%
Value ($000) $7,717 (-4.6%) Shares 180,774 (+95.0%) Est. Cost $54.03 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.6%
Value ($000) $9,523 (+3.9%) Shares 18,945 (+3.9%) Est. Cost $223.89 Unrealized +122.2%
MGY MAGNOLIA OIL & GAS CORP 0.1%
Value ($000) $1,291 (+37.8%) Shares 58,956 (+50.3%) Est. Cost $22.63 Unrealized +0.5%
OSPN ONESPAN INC 0.2%
Value ($000) $2,667 (+13.2%) Shares 207,736 (+40.0%) Est. Cost $16.22 Unrealized -16.8%
INFY INFOSYS LTD SPONSORED ADR 0.2%
Value ($000) $2,983 (+10.9%) Shares 167,372 (+1.3%) Est. Cost $16.29 Unrealized
ESGV VANGUARD ESG US STOCK ETF 0.2%
Value ($000) $2,453 (+10.1%) Shares 20,283 (+7.8%) Est. Cost $100.10 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE B 0.6%
Value ($000) $9,223 (+2.5%) Shares 174,405 (+2.8%) Est. Cost $54.63 Unrealized
GIC GLOBAL INDUSTRIAL CO 0.2%
Value ($000) $3,128 (+7.4%) Shares 107,047 (+34.8%) Est. Cost $26.06 Unrealized +16.3%
VTI VANGUARD TOTAL STOCK MKT ETF 0.4%
Value ($000) $5,762 (+3.2%) Shares 17,188 (+1.1%) Est. Cost $140.77 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $558 (+34.0%) Shares 1,067 (+24.8%) Est. Cost $242.59 Unrealized +103.7%
SCHR SCHWAB INTERMEDIATE-TERM US TR 0.2%
Value ($000) $3,010 (+4.7%) Shares 120,015 (+4.9%) Est. Cost $26.58 Unrealized
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $742 (+18.5%) Shares 22,753 (+15.9%) Est. Cost $29.84 Unrealized
OTEX OPEN TEXT CORP 0.3%
Value ($000) $5,023 (+2.3%) Shares 154,162 (+17.3%) Est. Cost $31.30 Unrealized +13.2%
SCHO SCHWAB SHORT-TERM U.S. TREASUR 0.3%
Value ($000) $4,648 (+2.3%) Shares 190,711 (+2.4%) Est. Cost $33.09 Unrealized
BN BROOKFIELD CORP CL A 0.0%
Value ($000) $632 (-13.2%) Shares 13,780 (+29.8%) Est. Cost $27.33 Unrealized +66.7%
QFIN QFIN HOLDINGS INC 0.2%
Value ($000) $2,293 (+3.7%) Shares 118,969 (+54.8%) Est. Cost $25.41 Unrealized
IGIB iSHARES INT-TERM CORP BOND ETF 0.3%
Value ($000) $3,821 (+1.9%) Shares 70,924 (+2.3%) Est. Cost $46.97 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $1,308 (+5.4%) Shares 17,783 (+2.2%) Est. Cost $31.67 Unrealized
SPHD INVESCO S&P 500 HIGH DIV LOW V 0.1%
Value ($000) $1,815 (+3.5%) Shares 37,810 (+6.6%) Est. Cost $40.80 Unrealized
IDV iSHARES INTERNATIONAL SELECT D 0.0%
Value ($000) $510 (+12.9%) Shares 12,923 (+4.6%) Est. Cost $34.73 Unrealized
SKT TANGER FACTORY OUTLET 0.0%
Value ($000) $402 (+14.0%) Shares 12,050 (+15.6%) Est. Cost $30.96 Unrealized
CEG CONSTELLATION ENERGY GROUP INC 0.0%
Value ($000) $485 (+10.8%) Shares 1,373 (+3.2%) Est. Cost $172.31 Unrealized +110.8%
VSGX VANGUARD ESG INTL STOCK ETF 0.0%
Value ($000) $398 (+12.3%) Shares 5,562 (+8.8%) Est. Cost $69.55 Unrealized
QQQ INVESCO QQQ TRUST SERIES1 0.1%
Value ($000) $1,192 (+3.4%) Shares 1,941 (+1.0%) Est. Cost $243.78 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $415 (+10.1%) Shares 6,642 (+1.9%) Est. Cost $47.55 Unrealized +25.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $272 (-11.8%) Shares 4,726 (+1.1%) Est. Cost $31.17 Unrealized +90.5%
UMBF UMB FINL CORP 0.1%
Value ($000) $1,198 (+2.1%) Shares 10,410 (+5.0%) Est. Cost $54.25 Unrealized +108.8%
SGMO SANGAMO BIOSCIENCES INC 0.0%
Value ($000) $95 (-20.0%) Shares 227,000 (+28.2%) Est. Cost $2.15 Unrealized -75.4%
ITUB ITAU UNIBANCO HOLDINGS S.A. 0.2%
Value ($000) $2,366 (-0.4%) Shares 330,447 (+2.1%) Est. Cost $6.80 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $567 (+0.9%) Shares 2,683 (+2.1%) Est. Cost $103.32 Unrealized
DIS DISNEY WALT CO DEL 0.0%
Value ($000) $291 (+1.3%) Shares 2,560 (+1.9%) Est. Cost $100.24 Unrealized +9.3%
CSBF CONSOLIDATED BIOFUELS INC 0.0%
Value ($000) $0 Shares 32,500 (+225.0%) Est. Cost Unrealized

Exited Positions (25)

EEFT EURONET WORLDWIDE INC 0.7%
Value ($000) $10,919 Shares 124,343 Est. Cost $102.58 Unrealized -24.0%
LEXINGTON INDUSTRIAL TRUST 0.3%
Value ($000) $4,984 Shares 556,300 Est. Cost $2.92 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.3%
Value ($000) $4,791 Shares 75,987 Est. Cost $83.48 Unrealized -26.9%
EG EVEREST GROUP LTD 0.3%
Value ($000) $3,794 Shares 10,832 Est. Cost $363.59 Unrealized -9.2%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $3,727 Shares 29,976 Est. Cost $118.50 Unrealized -8.5%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $3,695 Shares 88,374 Est. Cost $37.11 Unrealized +13.9%
OMC OMNICOM 0.2%
Value ($000) $3,542 Shares 43,449 Est. Cost $67.43 Unrealized +12.4%
SR SPIRE INC 0.2%
Value ($000) $3,267 Shares 40,079 Est. Cost $0.07 Unrealized
HTO H20 AMERICA 0.1%
Value ($000) $2,191 Shares 44,993 Est. Cost $53.17 Unrealized -9.8%
RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $603 Shares 13,971 Est. Cost $17.96 Unrealized
SKY SKYLINE CHAMPION CORP 0.0%
Value ($000) $304 Shares 3,982 Est. Cost $71.17 Unrealized +10.7%
MELI MERCADOLIBRE INC. 0.0%
Value ($000) $283 Shares 121 Est. Cost $1882.53 Unrealized +11.6%
FCPT FOUR CORNERS PPTY TR I COM 0.0%
Value ($000) $275 Shares 11,251 Est. Cost $3.96 Unrealized
KFY KORN/FERRY INTERNATIONAL 0.0%
Value ($000) $257 Shares 3,674 Est. Cost $53.38 Unrealized +25.3%
NFLX NETFLIX INC 0.0%
Value ($000) $242 Shares 202 Est. Cost $114.49 Unrealized -5.8%
DHR DANAHER CORP 0.0%
Value ($000) $236 Shares 1,189 Est. Cost $128.15 Unrealized +71.3%
HBNC HORIZON BANCORP 0.0%
Value ($000) $232 Shares 14,490 Est. Cost $16.27 Unrealized +1.8%
PFE PFIZER INC 0.0%
Value ($000) $229 Shares 8,975 Est. Cost $35.69 Unrealized -29.8%
CHTR CHARTER COMMUNCTNS DEL CL A 0.0%
Value ($000) $225 Shares 818 Est. Cost $407.77 Unrealized -44.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $212 Shares 3,819 Est. Cost $0.12 Unrealized
SM SM ENERGY CO 0.0%
Value ($000) $209 Shares 8,377 Est. Cost $31.15 Unrealized -35.7%
EXC EXELON CORP 0.0%
Value ($000) $206 Shares 4,583 Est. Cost $43.37 Unrealized +4.8%
BLK BLACKROCK INC. 0.0%
Value ($000) $205 Shares 176 Est. Cost $1108.77 Unrealized -1.7%
UTL UNITIL CORP 0.0%
Value ($000) $203 Shares 4,236 Est. Cost $54.79 Unrealized -11.2%
INMD INMODE LTD 0.0%
Value ($000) $161 Shares 10,798 Est. Cost $25.80 Unrealized -43.0%

Decreased Positions (188)

GOOGL ALPHABET INC CL A 5.9%
Value ($000) $88,618 (+26.2%) Shares 283,124 (-1.9%) Est. Cost $109.50 Unrealized +160.8%
MSFT MICROSOFT CORP 4.5%
Value ($000) $68,396 (-8.4%) Shares 141,424 (-1.9%) Est. Cost $86.60 Unrealized +478.0%
T AT & T INC 0.0%
Value ($000) $494 (-92.1%) Shares 19,891 (-91.0%) Est. Cost $15.56 Unrealized +62.5%
ANET ARISTA NETWORKS 0.6%
Value ($000) $8,586 (-39.7%) Shares 65,524 (-33.0%) Est. Cost $102.84 Unrealized +33.9%
WF WOORI FINANCIAL GROUP 0.0%
Value ($000) $391 (-92.6%) Shares 6,651 (-92.9%) Est. Cost $0.03 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR 1.3%
Value ($000) $19,330 (-20.2%) Shares 131,873 (-2.7%) Est. Cost $0.07 Unrealized
FTNT FORTINET INC. 0.5%
Value ($000) $7,501 (-35.7%) Shares 94,455 (-31.9%) Est. Cost $51.25 Unrealized +61.8%
REGN REGENERON PHARMACEUTICALS 1.1%
Value ($000) $15,885 (+34.9%) Shares 20,580 (-1.7%) Est. Cost $559.82 Unrealized +21.2%
AAPL APPLE INC 5.9%
Value ($000) $89,319 (+4.8%) Shares 328,546 (-1.8%) Est. Cost $91.43 Unrealized +193.5%
LOW LOWES COMPANIES 0.0%
Value ($000) $220 (-94.7%) Shares 913 (-94.4%) Est. Cost $145.96 Unrealized +64.3%
IWD ISHARES RUSSELL 1000 VALUE 0.4%
Value ($000) $6,388 (-37.4%) Shares 30,371 (-39.4%) Est. Cost $168.92 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $293 (-91.6%) Shares 7,190 (-90.9%) Est. Cost $40.89 Unrealized -1.0%
TWLO TWILIO 0.7%
Value ($000) $10,680 (+39.8%) Shares 75,081 (-1.6%) Est. Cost $112.58 Unrealized +10.0%
ETSY ETSY INC. 0.8%
Value ($000) $12,490 (-19.1%) Shares 225,283 (-3.1%) Est. Cost $58.72 Unrealized +3.9%
EVRG EVERGY INC 0.0%
Value ($000) $313 (-90.0%) Shares 4,321 (-89.5%) Est. Cost $49.54 Unrealized +52.3%
CTSH COGNIZANT TECH SOLUTIONS CL A 1.0%
Value ($000) $15,425 (+21.4%) Shares 185,849 (-1.9%) Est. Cost $71.83 Unrealized +3.9%
LNG CHENIERE ENERGY INC 0.7%
Value ($000) $10,636 (-19.1%) Shares 54,717 (-2.3%) Est. Cost $148.61 Unrealized +41.3%
BKH BLACK HILLS CORP 0.2%
Value ($000) $2,894 (-44.3%) Shares 41,683 (-50.6%) Est. Cost $50.33 Unrealized +32.1%
META META PLATFORMS INC 1.0%
Value ($000) $15,604 (-11.6%) Shares 23,639 (-1.7%) Est. Cost $567.80 Unrealized +17.5%
HSBC HSBC HOLDINGS PLC 1.5%
Value ($000) $23,263 (+9.4%) Shares 295,700 (-1.3%) Est. Cost $21.21 Unrealized
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $9,225 (-17.6%) Shares 158,015 (-5.3%) Est. Cost $69.43 Unrealized -6.6%
KLAC KLA CORPORATION 1.4%
Value ($000) $20,829 (+10.3%) Shares 17,142 (-2.1%) Est. Cost $182.59 Unrealized +541.8%
WSM WILLIAMS-SONOMA INC 0.9%
Value ($000) $13,095 (-10.6%) Shares 73,323 (-2.2%) Est. Cost $100.77 Unrealized +85.8%
CBSH COMMERCE BANCSHARES 0.1%
Value ($000) $789 (-66.2%) Shares 15,065 (-61.4%) Est. Cost $51.61 Unrealized +1.0%
VRTX VERTEX PHARMACEUTICALS INC 0.8%
Value ($000) $11,533 (+13.5%) Shares 25,438 (-1.9%) Est. Cost $318.87 Unrealized +35.2%
AVGO BROADCOM LTD 4.5%
Value ($000) $67,605 (+2.0%) Shares 195,333 (-2.8%) Est. Cost $145.43 Unrealized +145.5%
CDNS CADENCE DESIGN SYSTEMS INC 0.6%
Value ($000) $9,054 (-12.7%) Shares 28,964 (-1.9%) Est. Cost $166.07 Unrealized +96.5%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $610 (-68.3%) Shares 9,470 (-79.1%) Est. Cost $0.02 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $15,478 (+8.8%) Shares 74,789 (-2.6%) Est. Cost $129.64 Unrealized +52.0%
ASML ASML HOLDING NV 1.0%
Value ($000) $15,661 (+8.5%) Shares 14,638 (-1.8%) Est. Cost $0.60 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.0%
Value ($000) $727 (-62.6%) Shares 20,902 (-10.7%) Est. Cost $32.10 Unrealized +144.7%
NVDA NVIDIA CORP 3.6%
Value ($000) $54,777 (-1.9%) Shares 293,708 (-1.9%) Est. Cost $115.59 Unrealized +61.0%
AMZN AMAZON INC 2.3%
Value ($000) $33,916 (+3.2%) Shares 146,937 (-1.9%) Est. Cost $137.82 Unrealized +66.0%
CHKP CHECK POINT SOFTWARE TECH 0.4%
Value ($000) $6,324 (-13.6%) Shares 34,081 (-3.6%) Est. Cost $122.44 Unrealized +57.9%
PSA PUBLIC STORAGE INC 0.3%
Value ($000) $4,972 (-15.5%) Shares 19,158 (-6.0%) Est. Cost $287.59 Unrealized -3.6%
GTX GARRETT MOTION INC 0.3%
Value ($000) $4,329 (+26.6%) Shares 248,359 (-1.0%) Est. Cost $9.27 Unrealized +71.7%
AME AMETEK INC 0.9%
Value ($000) $13,674 (+7.0%) Shares 66,604 (-2.0%) Est. Cost $66.06 Unrealized +194.2%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $7,363 (-10.3%) Shares 51,376 (-3.8%) Est. Cost $139.30 Unrealized +5.7%
APTV APTIV PLC 0.3%
Value ($000) $4,414 (-16.0%) Shares 58,010 (-4.8%) Est. Cost $75.43 Unrealized +6.4%
HALO HALOZYME THERAPEUTICS, INC. 0.4%
Value ($000) $5,825 (-11.9%) Shares 86,552 (-4.0%) Est. Cost $58.09 Unrealized +15.8%
PHM PULTEGROUP INC 0.3%
Value ($000) $4,838 (-14.0%) Shares 41,259 (-3.0%) Est. Cost $40.79 Unrealized +200.2%
WFC WELLS FARGO COMPANY 0.7%
Value ($000) $10,869 (+7.5%) Shares 116,616 (-3.3%) Est. Cost $40.18 Unrealized +115.6%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $11,740 (+6.8%) Shares 13,356 (-3.2%) Est. Cost $423.71 Unrealized +92.0%
ADSK AUTODESK INC 0.5%
Value ($000) $7,029 (-8.9%) Shares 23,747 (-2.3%) Est. Cost $202.97 Unrealized +49.1%
VRTS VIRTUS INVESTMENT PARTNERS INC 0.2%
Value ($000) $3,019 (-18.6%) Shares 18,506 (-5.1%) Est. Cost $210.75 Unrealized -21.4%
TIGO MILLICOM INTL CELLULAR SA 0.5%
Value ($000) $6,911 (+10.8%) Shares 124,666 (-3.0%) Est. Cost $34.26 Unrealized +47.0%
EBAY EBAY INC 0.6%
Value ($000) $8,359 (-7.4%) Shares 95,973 (-3.3%) Est. Cost $43.14 Unrealized +100.2%
COST COSTCO WHOLESALE CORP 0.4%
Value ($000) $6,641 (-9.0%) Shares 7,701 (-2.3%) Est. Cost $700.51 Unrealized +29.3%
DBX DROPBOX INC. 0.4%
Value ($000) $6,042 (-9.2%) Shares 217,336 (-1.3%) Est. Cost $22.72 Unrealized +28.2%
USB US BANCORP 0.5%
Value ($000) $6,830 (+9.1%) Shares 127,991 (-1.1%) Est. Cost $41.91 Unrealized +16.3%
NTAP NETAPP INC. 0.3%
Value ($000) $3,898 (-12.7%) Shares 36,398 (-3.4%) Est. Cost $94.06 Unrealized +20.8%
FISV FISERV INC 0.0%
Value ($000) $291 (-66.1%) Shares 4,333 (-34.8%) Est. Cost $56.57 Unrealized +48.2%
AMGN AMGEN 0.3%
Value ($000) $5,070 (+12.5%) Shares 15,490 (-3.0%) Est. Cost $220.58 Unrealized +43.2%
PAYX PAYCHEX INC 0.2%
Value ($000) $3,708 (-12.7%) Shares 33,058 (-1.4%) Est. Cost $119.25 Unrealized -2.3%
BKNG BOOKING HOLDINGS INC 1.2%
Value ($000) $17,715 (-2.8%) Shares 3,308 (-2.0%) Est. Cost $2079.81 Unrealized +147.0%
RMBS RAMBUS INC 0.2%
Value ($000) $2,521 (-16.0%) Shares 27,432 (-4.7%) Est. Cost $49.82 Unrealized +97.5%
EXEL EXELIXIS INC. 0.8%
Value ($000) $12,679 (+3.9%) Shares 289,279 (-2.1%) Est. Cost $17.89 Unrealized +131.3%
KR KROGER CO 0.3%
Value ($000) $4,018 (-10.2%) Shares 64,311 (-3.1%) Est. Cost $30.78 Unrealized +111.9%
BIDU BAIDU INC 1.0%
Value ($000) $15,399 (-2.8%) Shares 117,856 (-2.0%) Est. Cost $85.76 Unrealized
MTDR MATADOR RESOURCES COMPANY 0.2%
Value ($000) $3,740 (-10.4%) Shares 88,130 (-5.1%) Est. Cost $57.73 Unrealized -27.3%
EME EMCOR GROUP INC 0.2%
Value ($000) $2,629 (-14.1%) Shares 4,298 (-8.7%) Est. Cost $193.68 Unrealized +234.3%
LEA LEAR CORPORATION 0.2%
Value ($000) $3,683 (+12.7%) Shares 32,142 (-1.0%) Est. Cost $102.60 Unrealized +3.6%
UGI UGI CORP 0.3%
Value ($000) $5,098 (+8.9%) Shares 136,203 (-3.3%) Est. Cost $31.68 Unrealized +11.8%
HD HOME DEPOT INC 0.1%
Value ($000) $1,396 (-21.6%) Shares 4,058 (-7.7%) Est. Cost $254.86 Unrealized +43.1%
ETR ENTERGY CORP 0.6%
Value ($000) $8,922 (-4.1%) Shares 96,528 (-3.3%) Est. Cost $57.91 Unrealized +63.2%
NWE NORTHWESTERN ENERGY GROUP INC. 0.4%
Value ($000) $5,510 (+7.3%) Shares 85,370 (-2.6%) Est. Cost $50.60 Unrealized +24.1%
ABBV ABBVIE INC 0.6%
Value ($000) $8,636 (-4.0%) Shares 37,798 (-2.8%) Est. Cost $161.61 Unrealized +40.8%
TPR TAPESTRY INC 0.4%
Value ($000) $5,809 (+6.7%) Shares 45,468 (-5.5%) Est. Cost $36.68 Unrealized +210.9%
EPRT ESSENTIAL PROPERTIES REIT 0.4%
Value ($000) $5,912 (-5.6%) Shares 199,338 (-5.3%) Est. Cost $10.13 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.3%
Value ($000) $4,620 (-6.7%) Shares 57,535 (-3.0%) Est. Cost $56.73 Unrealized +42.9%
SPY S & P 500 DEPOSITARY RECEIPT 0.5%
Value ($000) $6,796 (-4.6%) Shares 9,966 (-6.8%) Est. Cost $254.37 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,824 (+21.2%) Shares 5,811 (-5.9%) Est. Cost $112.51 Unrealized +154.5%
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $3,114 (-9.2%) Shares 104,166 (-4.6%) Est. Cost $33.00 Unrealized -13.5%
FRONTDOOR INC 0.1%
Value ($000) $1,151 (-21.3%) Shares 19,950 (-8.3%) Est. Cost $10.28 Unrealized
GFF GRIFFON CORPORATION 0.3%
Value ($000) $4,508 (-6.5%) Shares 61,207 (-3.3%) Est. Cost $73.06 Unrealized +1.6%
SF STIFEL FINL CORP 0.0%
Value ($000) $298 (-48.9%) Shares 2,379 (-53.7%) Est. Cost $69.22 Unrealized +72.8%
AFL AFLAC INC 0.4%
Value ($000) $6,495 (-4.1%) Shares 58,897 (-2.9%) Est. Cost $57.95 Unrealized +89.5%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $6,539 (+4.3%) Shares 54,340 (-2.3%) Est. Cost $104.52 Unrealized +10.5%
MA MASTERCARD INC 1.0%
Value ($000) $15,435 (-1.7%) Shares 27,037 (-2.0%) Est. Cost $314.81 Unrealized +77.6%
BTI BRITISH AMERICAN TOBACCO PLC A 0.4%
Value ($000) $5,362 (+5.2%) Shares 94,693 (-1.4%) Est. Cost $26.03 Unrealized
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $224 (-54.0%) Shares 1,235 (-55.1%) Est. Cost $176.81 Unrealized
SNA SNAP-ON INC 0.4%
Value ($000) $6,031 (-4.0%) Shares 17,502 (-3.5%) Est. Cost $217.22 Unrealized +56.7%
PRU PRUDENTIAL FINANCIAL INC 0.2%
Value ($000) $3,337 (+7.7%) Shares 29,564 (-1.0%) Est. Cost $100.28 Unrealized +6.2%
SUB ISHARES S&P SHORT TERM NATIONA 0.2%
Value ($000) $3,251 (-6.6%) Shares 30,465 (-6.6%) Est. Cost $100.99 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $435 (-33.3%) Shares 7,121 (-12.9%) Est. Cost $50.90 Unrealized +45.8%
AGQ PROSHARES ULTRA SILVER 0.0%
Value ($000) $458 (+87.3%) Shares 2,950 (-7.9%) Est. Cost $46.16 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $6,991 (-2.5%) Shares 19,975 (-1.8%) Est. Cost $256.35 Unrealized +32.7%
JPM JP MORGAN CHASE & CO 1.1%
Value ($000) $16,800 (-1.0%) Shares 52,137 (-3.1%) Est. Cost $129.01 Unrealized +139.9%
PNC PNC FINANCIAL 0.5%
Value ($000) $6,847 (+2.7%) Shares 32,803 (-1.2%) Est. Cost $171.75 Unrealized +12.2%
GLPI GAMING AND LEISURE PROPERTIES 0.2%
Value ($000) $2,337 (-6.8%) Shares 52,303 (-2.8%) Est. Cost $46.61 Unrealized
GDDY GODADDY INC 0.1%
Value ($000) $956 (-15.1%) Shares 7,706 (-6.4%) Est. Cost $106.38 Unrealized +21.6%
PM PHILIP MORRIS INTERNATIONAL 0.3%
Value ($000) $3,945 (-3.7%) Shares 24,593 (-2.6%) Est. Cost $85.35 Unrealized +79.9%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $397 (-27.0%) Shares 6,750 (-18.1%) Est. Cost $40.16 Unrealized +52.2%
CNM CORE & MAIN INC 0.1%
Value ($000) $797 (-15.4%) Shares 15,339 (-12.3%) Est. Cost $49.65 Unrealized +3.3%
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $8,075 (+1.8%) Shares 27,262 (-3.1%) Est. Cost $115.01 Unrealized +159.8%
AIT APPLIED INDUSTRIAL TECHNOLOGIE 0.0%
Value ($000) $578 (-19.4%) Shares 2,252 (-18.1%) Est. Cost $126.51 Unrealized +101.7%
SCHP SCHWAB US TIPS ETF 0.1%
Value ($000) $768 (-15.0%) Shares 29,002 (-13.5%) Est. Cost $47.04 Unrealized
MLI MUELLER INDUSTRIES INC 0.1%
Value ($000) $1,782 (+8.1%) Shares 15,526 (-4.8%) Est. Cost $46.26 Unrealized +132.1%
SHM SPDR BARCLAYS CAPITAL SHRT TER 0.1%
Value ($000) $1,413 (-8.3%) Shares 29,442 (-7.9%) Est. Cost $49.51 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.3%
Value ($000) $4,458 (+2.8%) Shares 71,438 (-1.1%) Est. Cost $52.30 Unrealized +15.5%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $574 (-17.2%) Shares 12,010 (-8.6%) Est. Cost $41.65 Unrealized +16.5%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $799 (+16.8%) Shares 1,379 (-2.2%) Est. Cost $480.76 Unrealized +17.6%
ACGL ARCH CAPITAL GROUP 0.3%
Value ($000) $4,241 (+2.7%) Shares 44,215 (-2.8%) Est. Cost $74.96 Unrealized +22.1%
OGE OGE ENERGY CORP 0.0%
Value ($000) $348 (-24.3%) Shares 8,160 (-17.9%) Est. Cost $37.92 Unrealized +17.6%
FHN FIRST HORIZON NATIONAL CORP 0.7%
Value ($000) $10,113 (+1.1%) Shares 423,143 (-4.3%) Est. Cost $13.95 Unrealized +59.1%
AYI ACUITY INC 0.6%
Value ($000) $9,265 (+1.2%) Shares 25,733 (-3.2%) Est. Cost $129.26 Unrealized +179.4%
FNB FNB CORP 0.4%
Value ($000) $5,908 (+1.8%) Shares 345,478 (-4.1%) Est. Cost $10.34 Unrealized +57.4%
CLBT CELLEBRITE DI LTD 0.0%
Value ($000) $686 (-13.2%) Shares 38,060 (-10.8%) Est. Cost $16.28 Unrealized +10.3%
ADEA ADEIA INC 0.1%
Value ($000) $1,300 (-7.3%) Shares 75,369 (-9.7%) Est. Cost $13.16 Unrealized +12.4%
SPYV SPDR S&P 500 VALUE ETF 0.8%
Value ($000) $12,123 (+0.8%) Shares 213,397 (-1.8%) Est. Cost $21.51 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $389 (-20.6%) Shares 4,622 (-18.1%) Est. Cost $63.33 Unrealized +27.3%
ESTC ELASTIC NV 0.0%
Value ($000) $372 (-21.1%) Shares 4,931 (-11.6%) Est. Cost $84.54 Unrealized -3.5%
VBK VANGUARD SMALL CAP GROWTH ETF 0.3%
Value ($000) $4,645 (-2.1%) Shares 15,374 (-3.6%) Est. Cost $65.62 Unrealized
FHI FEDERATED HERMES INC 0.1%
Value ($000) $971 (-9.0%) Shares 18,645 (-9.3%) Est. Cost $35.49 Unrealized +41.8%
PRI PRIMERICA INC. 0.0%
Value ($000) $518 (-15.2%) Shares 2,005 (-8.9%) Est. Cost $243.54 Unrealized +7.1%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $353 (-20.1%) Shares 19,977 (-18.0%) Est. Cost $13.68 Unrealized +28.9%
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $730 (+13.1%) Shares 31,260 (-4.5%) Est. Cost $17.50 Unrealized +27.3%
CASH PATHWARD FINANCIAL INC 0.0%
Value ($000) $208 (-28.5%) Shares 2,930 (-25.5%) Est. Cost $75.98 Unrealized -5.7%
ZION ZIONS BANCORPORATION 0.0%
Value ($000) $462 (-15.1%) Shares 7,893 (-17.9%) Est. Cost $50.78 Unrealized +7.2%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $5,284 (+1.6%) Shares 112,889 (-3.3%) Est. Cost $32.36 Unrealized +34.9%
YELP YELP INC 0.0%
Value ($000) $251 (-24.7%) Shares 8,247 (-22.7%) Est. Cost $32.25 Unrealized -4.4%
ASB ASSOCIATED BANC-CORP 0.0%
Value ($000) $370 (-17.6%) Shares 14,372 (-17.8%) Est. Cost $21.99 Unrealized +16.3%
SUPN SUPERNUS PHARMACEUTICALS INC 0.1%
Value ($000) $1,883 (-4.0%) Shares 37,882 (-7.7%) Est. Cost $31.30 Unrealized +55.3%
SPYG SPDR S&P 500 GROWTH ETF 0.7%
Value ($000) $10,489 (-0.7%) Shares 98,308 (-2.8%) Est. Cost $56.07 Unrealized
IVV ISHARES S&P 500 INDEX 0.9%
Value ($000) $13,151 (+0.6%) Shares 19,200 (-1.7%) Est. Cost $374.17 Unrealized
MTG MGIC INVESTMENT CORP 0.0%
Value ($000) $414 (-15.6%) Shares 14,173 (-18.1%) Est. Cost $16.24 Unrealized +73.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $895 (-7.8%) Shares 2,711 (-3.6%) Est. Cost $151.12 Unrealized +123.1%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,643 (-4.4%) Shares 3,368 (-6.0%) Est. Cost $224.68 Unrealized
WPP WPP PLC 0.0%
Value ($000) $238 (-23.6%) Shares 10,615 (-14.8%) Est. Cost $5.35 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $253 (-22.2%) Shares 2,137 (-17.8%) Est. Cost $87.72 Unrealized +40.3%
MTCH MATCH GROUP INC 0.0%
Value ($000) $476 (-12.6%) Shares 14,730 (-4.4%) Est. Cost $29.56 Unrealized +11.1%
PBI PITNEY BOWES 0.0%
Value ($000) $247 (-21.8%) Shares 23,343 (-15.6%) Est. Cost $11.65 Unrealized -11.0%
SHEL SHELL PLC 0.3%
Value ($000) $4,427 (+1.6%) Shares 60,243 (-1.1%) Est. Cost $38.02 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP 0.0%
Value ($000) $257 (-20.8%) Shares 1,060 (-3.0%) Est. Cost $139.85 Unrealized +91.2%
KBWR INVESCO KBW REGIONAL BANKING E 0.0%
Value ($000) $336 (-16.5%) Shares 5,441 (-18.0%) Est. Cost $8.71 Unrealized
ASO ACADEMY SPORT AND OUTDOORS INC 0.0%
Value ($000) $250 (-20.7%) Shares 4,994 (-20.6%) Est. Cost $43.79 Unrealized +13.0%
CNO CNO FINANCIAL GROUP 0.0%
Value ($000) $471 (-12.1%) Shares 11,091 (-18.1%) Est. Cost $24.58 Unrealized +65.2%
BP B P PLC-SPON ADR 0.3%
Value ($000) $5,037 (-1.2%) Shares 145,044 (-2.0%) Est. Cost $27.19 Unrealized
UFPI UFP INDUSTRIES, INC 0.0%
Value ($000) $208 (-22.8%) Shares 2,289 (-20.7%) Est. Cost $92.58 Unrealized -1.1%
PBH PRESTIGE CONSUMER HEALTHCARE I 0.0%
Value ($000) $499 (-11.0%) Shares 8,083 (-9.9%) Est. Cost $62.94 Unrealized -2.7%
BOKF BOK FINANCIAL 0.0%
Value ($000) $408 (-12.8%) Shares 3,444 (-17.9%) Est. Cost $106.41 Unrealized +4.6%
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $248 (-19.2%) Shares 14,298 (-16.9%) Est. Cost $4.32 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI 0.1%
Value ($000) $1,399 (-3.8%) Shares 13,065 (-4.4%) Est. Cost $109.82 Unrealized
HURN HURON CONSULTING GROUP 0.0%
Value ($000) $501 (+12.6%) Shares 2,896 (-4.5%) Est. Cost $142.09 Unrealized +15.2%
FIX COMFORT SYSTEMS USA INC 0.2%
Value ($000) $2,767 (+2.1%) Shares 2,965 (-9.8%) Est. Cost $177.91 Unrealized +418.8%
EIG EMPLOYERS HOLDINGS 0.0%
Value ($000) $209 (-19.1%) Shares 4,834 (-20.4%) Est. Cost $38.73 Unrealized +4.9%
RS RELIANCE INC 0.5%
Value ($000) $6,993 (-0.7%) Shares 24,207 (-3.5%) Est. Cost $175.69 Unrealized +59.9%
NI NISOURCE INC 0.0%
Value ($000) $382 (-11.1%) Shares 9,151 (-7.8%) Est. Cost $24.99 Unrealized +70.6%
WEC WISCONSIN ENERGY CORP 0.0%
Value ($000) $377 (-10.8%) Shares 3,573 (-3.0%) Est. Cost $81.04 Unrealized +36.1%
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $370 (-10.4%) Shares 1,396 (-19.9%) Est. Cost $223.60 Unrealized +11.0%
AGX ARGAN INC 0.1%
Value ($000) $1,019 (+4.3%) Shares 3,252 (-10.1%) Est. Cost $84.84 Unrealized +273.5%
CVX CHEVRON CORP 0.0%
Value ($000) $654 (-6.1%) Shares 4,288 (-4.3%) Est. Cost $125.53 Unrealized +20.6%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $700 (-5.1%) Shares 9,398 (-4.7%) Est. Cost $67.50 Unrealized +7.5%
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $659 (-5.0%) Shares 8,735 (-7.5%) Est. Cost $61.19 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 0.1%
Value ($000) $1,032 (-3.2%) Shares 9,641 (-13.4%) Est. Cost $53.34 Unrealized +86.2%
ALSN ALLISON TRANSMISSION HOLDINGS 0.1%
Value ($000) $1,554 (+2.2%) Shares 15,871 (-11.4%) Est. Cost $53.23 Unrealized +64.4%
SIEGY SIEMENS A G SPONSORED ADR 0.6%
Value ($000) $8,984 (+0.3%) Shares 64,192 (-3.2%) Est. Cost $0.10 Unrealized
MCD MCDONALDS 0.0%
Value ($000) $464 (-5.8%) Shares 1,518 (-6.4%) Est. Cost $227.78 Unrealized +33.9%
KLIC KULICKE AND SOFFA INDUSTRIES I 0.0%
Value ($000) $313 (-7.9%) Shares 6,875 (-17.8%) Est. Cost $42.60 Unrealized -1.2%
COKE COCA-COLA BOTTLING CO 0.0%
Value ($000) $341 (+7.7%) Shares 2,226 (-17.7%) Est. Cost $113.95 Unrealized +28.5%
VLTO VERALTO CORP 0.0%
Value ($000) $282 (-7.5%) Shares 2,828 (-1.1%) Est. Cost $81.02 Unrealized +24.7%
SLM SLM CORPORATION 0.0%
Value ($000) $298 (-6.7%) Shares 11,020 (-4.6%) Est. Cost $29.29 Unrealized -6.4%
UTHR UNITED THERAPEUTIC DEL 0.0%
Value ($000) $375 (-5.0%) Shares 769 (-18.3%) Est. Cost $241.39 Unrealized +92.9%
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $306 (-6.0%) Shares 2,656 (-8.3%) Est. Cost $74.37 Unrealized +58.3%
FIS FIDELITY NATIONAL INFORMATION 0.3%
Value ($000) $4,887 (-0.4%) Shares 73,536 (-1.1%) Est. Cost $80.78 Unrealized -18.7%
VYM VANGUARD HIGH DIVIDEND YIELD E 0.2%
Value ($000) $2,554 (+0.7%) Shares 17,794 (-1.1%) Est. Cost $89.12 Unrealized
IJH ISHARES S&P MIDCAP 400 INDEX 0.0%
Value ($000) $313 (-5.0%) Shares 4,741 (-6.1%) Est. Cost $62.82 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.1%
Value ($000) $1,582 (-0.9%) Shares 60,315 (-2.9%) Est. Cost $27.05 Unrealized
CTRE CARETRUST REIT INC 0.4%
Value ($000) $5,933 (-0.2%) Shares 164,064 (-4.3%) Est. Cost $30.35 Unrealized
MTLS MATERIALISE NV 0.0%
Value ($000) $296 (-4.5%) Shares 53,268 (-4.1%) Est. Cost $5.65 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $296 (+4.5%) Shares 293 (-1.3%) Est. Cost $341.11 Unrealized +184.1%
RNG RINGCENTRAL INC-CLASS A 0.0%
Value ($000) $466 (-2.6%) Shares 16,133 (-4.4%) Est. Cost $25.80 Unrealized +10.4%
MDT MEDTRONIC HLDG LTD 0.2%
Value ($000) $3,452 (-0.4%) Shares 35,931 (-1.2%) Est. Cost $83.84 Unrealized +15.9%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $2,024 (-0.6%) Shares 16,843 (-1.7%) Est. Cost $78.26 Unrealized
NSRGY NESTLE S.A. ADR 0.0%
Value ($000) $249 (+4.9%) Shares 2,520 (-2.6%) Est. Cost $82.02 Unrealized
SPDW SPDR PORTFOLIO WORLD ex-US 0.0%
Value ($000) $467 (+2.5%) Shares 10,516 (-1.3%) Est. Cost $6.23 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $250 (+4.7%) Shares 4,164 (-3.6%) Est. Cost $68.16 Unrealized -15.9%
TSLA TESLA, INC. 0.0%
Value ($000) $204 (-5.2%) Shares 453 (-6.2%) Est. Cost $301.28 Unrealized +47.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $230 (+4.7%) Shares 4,178 (-1.8%) Est. Cost $41.45 Unrealized +27.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $461 (-2.1%) Shares 3,310 (-1.5%) Est. Cost $72.89 Unrealized
QCOM QUALCOMM 0.5%
Value ($000) $7,002 (+0.1%) Shares 40,938 (-2.6%) Est. Cost $122.67 Unrealized +39.2%
V VISA INC COM CL A 0.0%
Value ($000) $311 (-2.7%) Shares 887 (-5.2%) Est. Cost $299.63 Unrealized +13.6%
MCK MCKESSON CORP 0.0%
Value ($000) $504 (+1.5%) Shares 614 (-4.4%) Est. Cost $149.28 Unrealized +446.3%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $541 (-1.3%) Shares 862 (-3.6%) Est. Cost $67.33 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $382 (+1.3%) Shares 1,090 (-6.6%) Est. Cost $365.49 Unrealized -7.9%
CMC COMMERCIAL METAL 0.0%
Value ($000) $344 (-1.0%) Shares 4,975 (-18.1%) Est. Cost $40.85 Unrealized +52.7%
PATK PATRICK INDUSTRIES INC. 0.0%
Value ($000) $504 (+0.4%) Shares 4,644 (-4.2%) Est. Cost $65.24 Unrealized +60.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $264 (-0.3%) Shares 1,028 (-20.6%) Est. Cost $157.45 Unrealized +52.1%

Unchanged Positions (67)

PNGAY PING AN INSURANCE GROUP 0.5%
Value ($000) $7,459 Shares 444,493 Est. Cost $0.01 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $5,339 Shares 10,459 Est. Cost $206.03 Unrealized +126.3%
DNKEY DANSKE BANK AS 0.3%
Value ($000) $4,328 Shares 173,414 Est. Cost $0.02 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $6,119 Shares 49,853 Est. Cost $55.61 Unrealized +117.4%
TIMB TIM S A SPONSORED ADR 0.2%
Value ($000) $3,632 Shares 186,730 Est. Cost $0.02 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $2,657 Shares 33,195 Est. Cost $62.01 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,549 Shares 1,441 Est. Cost $215.32 Unrealized +343.8%
MGA MAGNA INTL CL A 0.3%
Value ($000) $3,955 Shares 74,204 Est. Cost $43.84 Unrealized +11.5%
NLY ANNALY CAPITAL MANAGEMENT 0.3%
Value ($000) $4,462 Shares 199,570 Est. Cost $5.93 Unrealized
ABEV AMBEV SA 0.3%
Value ($000) $4,125 Shares 1,670,089 Est. Cost $0.00 Unrealized
NNGRY NN GROUP N.V. 0.3%
Value ($000) $4,661 Shares 121,135 Est. Cost $0.02 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $3,306 Shares 42,923 Est. Cost $48.88 Unrealized +51.0%
ORCL ORACLE CORP 0.0%
Value ($000) $739 Shares 3,791 Est. Cost $98.34 Unrealized +142.1%
APAM ARTISAN PARTNERS ASSET MANAGEM 0.3%
Value ($000) $4,275 Shares 104,939 Est. Cost $36.13 Unrealized +12.7%
KO COCA COLA CO 0.4%
Value ($000) $5,586 Shares 79,902 Est. Cost $29.17 Unrealized +137.9%
CFG CITIZENS FINANCIAL GROUP INC 0.2%
Value ($000) $3,357 Shares 57,476 Est. Cost $49.19 Unrealized +8.9%
GLW CORNING INC 0.3%
Value ($000) $4,169 Shares 47,614 Est. Cost $33.33 Unrealized +158.0%
POR PORTLAND GENERAL ELECTRIC CO 0.2%
Value ($000) $3,341 Shares 69,619 Est. Cost $41.05 Unrealized +13.9%
ARKB ARK 21SHARES BITCOIN ETF 0.1%
Value ($000) $794 Shares 27,351 Est. Cost $30.51 Unrealized
WPC W P CAREY & CO LLC 0.3%
Value ($000) $4,748 Shares 73,770 Est. Cost $18.59 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 0.8%
Value ($000) $12,337 Shares 26,066 Est. Cost $166.25 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.3%
Value ($000) $4,365 Shares 94,634 Est. Cost $45.56 Unrealized +0.6%
CALC CALCIMEDICA INC 0.0%
Value ($000) $406 Shares 61,539 Est. Cost $3.13 Unrealized +24.7%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $801 Shares 1,410 Est. Cost $158.08 Unrealized +292.5%
WMT WAL-MART STORES INC 0.2%
Value ($000) $2,349 Shares 21,080 Est. Cost $48.98 Unrealized +118.8%
BAESY BAE SYSTEMS PLC 0.0%
Value ($000) $594 Shares 6,400 Est. Cost $22.09 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $801 Shares 2,020 Est. Cost $115.24 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $454 Shares 792 Est. Cost $356.39 Unrealized +55.9%
IAU ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $630 Shares 7,760 Est. Cost $30.30 Unrealized
COR CENCORA INC 0.0%
Value ($000) $721 Shares 2,134 Est. Cost $196.51 Unrealized +73.3%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $620 Shares 4,950 Est. Cost $97.45 Unrealized +30.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $336 Shares 909 Est. Cost $204.64 Unrealized +74.4%
HMN HORACE MANN EDUCATORS CORP 0.2%
Value ($000) $2,741 Shares 59,364 Est. Cost $42.12 Unrealized +7.5%
SYK STRYKER CORP 0.0%
Value ($000) $612 Shares 1,740 Est. Cost $275.85 Unrealized +31.8%
DIA SPDR DOW JONES INDUSTRIAL AVER 0.0%
Value ($000) $702 Shares 1,460 Est. Cost $278.19 Unrealized
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $430 Shares 635 Est. Cost $403.76 Unrealized +68.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $437 Shares 5,449 Est. Cost $59.86 Unrealized +37.8%
INTC INTEL CORP 0.0%
Value ($000) $251 Shares 6,805 Est. Cost $24.23 Unrealized +55.9%
IWB ISHARES RUSSELL 1000 INDEX 0.1%
Value ($000) $1,055 Shares 2,824 Est. Cost $171.74 Unrealized
HGRAF HYDROGRAPH CLEAN POWER INC 0.0%
Value ($000) $152 Shares 80,050 Est. Cost $0.13 Unrealized +1601.1%
PEP PEPSICO 0.1%
Value ($000) $950 Shares 6,621 Est. Cost $84.91 Unrealized +71.8%
GVI ISHARES BARCLAYS INT GOVT/CRED 0.3%
Value ($000) $4,982 Shares 46,408 Est. Cost $111.92 Unrealized
ORI OLD REPUBLIC INTL 0.0%
Value ($000) $239 Shares 5,239 Est. Cost $11.53 Unrealized +254.2%
EFSC ENTERPRISE FINANCIAL SERVICES 0.0%
Value ($000) $220 Shares 4,070 Est. Cost $47.63 Unrealized +14.8%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $591 Shares 3,092 Est. Cost $96.34 Unrealized
BK THE BANK OF NEW YORK MELLON CO 0.0%
Value ($000) $246 Shares 2,119 Est. Cost $101.35 Unrealized +9.0%
CRBG COREBRIDGE FINANCIAL INC 0.0%
Value ($000) $230 Shares 7,634 Est. Cost $13.82 Unrealized +121.1%
IYW ISHARES US TECHNOLOGY ETF 0.0%
Value ($000) $750 Shares 3,757 Est. Cost $139.13 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $965 Shares 3,741 Est. Cost $9.83 Unrealized
LADR LADDER CAPITAL CORP 0.2%
Value ($000) $2,829 Shares 257,373 Est. Cost $0.01 Unrealized
MET METLIFE INC 0.0%
Value ($000) $288 Shares 3,647 Est. Cost $51.22 Unrealized +54.1%
CBZ CBIZ INC 0.0%
Value ($000) $207 Shares 4,110 Est. Cost $22.69 Unrealized +131.7%
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $401 Shares 1,630 Est. Cost $171.05 Unrealized
VCEB VANGUARD ESG US CORP BOND ETF 0.0%
Value ($000) $721 Shares 11,338 Est. Cost $63.45 Unrealized
GUGGENHEIM S&P 500 PURE GROWTH 0.0%
Value ($000) $280 Shares 6,000 Est. Cost $0.04 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $437 Shares 1,299 Est. Cost $158.21 Unrealized +115.4%
VIG VANGUARD DIVIDEND APPREC 0.0%
Value ($000) $217 Shares 988 Est. Cost $204.67 Unrealized
IWV ISHARES TR RUSSELL 3000 0.0%
Value ($000) $314 Shares 811 Est. Cost $50.75 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $355 Shares 1,300 Est. Cost $194.65 Unrealized +39.1%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $399 Shares 1,374 Est. Cost $195.21 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $214 Shares 1,615 Est. Cost $113.54 Unrealized +16.6%
MDY S & P 400 MID CAP DEP RECPT 0.0%
Value ($000) $208 Shares 345 Est. Cost $596.03 Unrealized
BA BOEING CO 0.0%
Value ($000) $272 Shares 1,255 Est. Cost $257.43 Unrealized -20.1%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.1%
Value ($000) $1,510 Shares 2 Est. Cost $235306.12 Unrealized +217.2%
EPEO E'PRIME AEROSPACE CORPORATION 0.0%
Value ($000) $0 Shares 19,000 Est. Cost $0.00 Unrealized -93.6%
MYFT MYFREIGHTWORLD TECHNOLOGIES 0.0%
Value ($000) $0 Shares 187,875 Est. Cost $0.00 Unrealized -98.4%
CONTIFINANCIAL LIQ TR UNIT BEN 0.0%
Value ($000) $0 Shares 46,800 Est. Cost Unrealized