Argent Trust Co Diversified Active

CIK: 0001625292 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 10, 2026

Total Value ($000): $2,915,800 (100.0% shares, 0.0% debt)

Holdings (686)

New Positions (34)

UL UNILEVER 0.1%
Value ($000) $3,371 Shares 51,540 Est. Cost $65.40 Unrealized
Q QNITY ELECTRONICS INC. 0.0%
Value ($000) $1,338 Shares 16,383 Est. Cost $84.91 Unrealized 0.0%
BIV VANGUARD 0.0%
Value ($000) $1,199 Shares 15,394 Est. Cost $77.88 Unrealized
XSMO INVESCO 0.0%
Value ($000) $1,172 Shares 16,282 Est. Cost $72.01 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $902 Shares 13,594 Est. Cost $64.65 Unrealized 0.0%
XMMO INVESCO 0.0%
Value ($000) $888 Shares 6,417 Est. Cost $138.46 Unrealized
CELH CELSIUS HOLDINGS INC 0.0%
Value ($000) $829 Shares 18,130 Est. Cost $50.38 Unrealized 0.0%
FSCC FEDERATED HERMES 0.0%
Value ($000) $775 Shares 25,819 Est. Cost $30.01 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS INC 0.0%
Value ($000) $663 Shares 13,638 Est. Cost $47.08 Unrealized 0.0%
TTE TOTALENERGIES SE 0.0%
Value ($000) $615 Shares 9,404 Est. Cost $63.23 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $605 Shares 1,921 Est. Cost $300.56 Unrealized 0.0%
UYLD ANGEL OAK 0.0%
Value ($000) $586 Shares 11,465 Est. Cost $51.14 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $450 Shares 5,496 Est. Cost $74.85 Unrealized 0.0%
DOCN DIGITALOCEAN HOLDINGS INC 0.0%
Value ($000) $406 Shares 8,430 Est. Cost $44.03 Unrealized 0.0%
RGEN REPLIGEN CORP 0.0%
Value ($000) $403 Shares 2,458 Est. Cost $156.63 Unrealized 0.0%
PAAA PGIM 0.0%
Value ($000) $331 Shares 6,460 Est. Cost $51.26 Unrealized
RYN RAYONIER INC 0.0%
Value ($000) $291 Shares 13,445 Est. Cost $21.65 Unrealized
GTOP GOLDMAN SACHS 0.0%
Value ($000) $252 Shares 6,372 Est. Cost $39.51 Unrealized
AMKR AMKOR TECHNOLOGY INC 0.0%
Value ($000) $244 Shares 6,191 Est. Cost $35.54 Unrealized 0.0%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $243 Shares 763 Est. Cost $353.55 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $239 Shares 3,018 Est. Cost $75.30 Unrealized 0.0%
IWO ISHARES 0.0%
Value ($000) $232 Shares 719 Est. Cost $323.01 Unrealized
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $230 Shares 6,528 Est. Cost $33.86 Unrealized 0.0%
PRIM PRIMORIS SERVICES CORPORATION 0.0%
Value ($000) $223 Shares 1,796 Est. Cost $130.57 Unrealized 0.0%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $218 Shares 2,136 Est. Cost $89.46 Unrealized 0.0%
IAGG ISHARES 0.0%
Value ($000) $215 Shares 4,303 Est. Cost $50.01 Unrealized
AXSM AXSOME THERAPEUTICS INC 0.0%
Value ($000) $214 Shares 1,174 Est. Cost $139.61 Unrealized 0.0%
CADE CADENCE BANK 0.0%
Value ($000) $214 Shares 5,004 Est. Cost $39.41 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value ($000) $204 Shares 3,703 Est. Cost $51.86 Unrealized 0.0%
SNPE XTRACKERS 0.0%
Value ($000) $204 Shares 3,269 Est. Cost $62.45 Unrealized
NVMI NOVA LTD 0.0%
Value ($000) $204 Shares 620 Est. Cost $321.49 Unrealized 0.0%
RMBS RAMBUS INC 0.0%
Value ($000) $203 Shares 2,206 Est. Cost $98.40 Unrealized 0.0%
EFG ISHARES 0.0%
Value ($000) $200 Shares 1,757 Est. Cost $113.92 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $200 Shares 2,880 Est. Cost $70.04 Unrealized 0.0%

Increased Positions (202)

IVV ISHARES 2.0%
Value ($000) $58,193 (+19.9%) Shares 84,961 (+17.2%) Est. Cost $424.89 Unrealized
DYNF ISHARES 0.4%
Value ($000) $10,652 (+85.7%) Shares 175,170 (+80.8%) Est. Cost $56.76 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $58,609 (+8.5%) Shares 253,915 (+3.2%) Est. Cost $137.63 Unrealized +66.2%
IWY ISHARES 0.6%
Value ($000) $16,120 (+36.3%) Shares 58,208 (+34.7%) Est. Cost $248.46 Unrealized
VEA VANGUARD 0.9%
Value ($000) $25,409 (+18.5%) Shares 406,743 (+13.7%) Est. Cost $47.13 Unrealized
VO VANGUARD 0.3%
Value ($000) $10,133 (+62.4%) Shares 34,916 (+64.4%) Est. Cost $224.34 Unrealized
AVGO BROADCOM INC 1.5%
Value ($000) $44,576 (+9.6%) Shares 128,794 (+4.4%) Est. Cost $156.03 Unrealized +128.8%
TSM TAIWAN SEMICONDUCTOR 0.5%
Value ($000) $14,760 (+30.4%) Shares 48,569 (+19.9%) Est. Cost $140.92 Unrealized
VOO VANGUARD 1.1%
Value ($000) $32,786 (+11.4%) Shares 52,279 (+8.8%) Est. Cost $372.75 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $13,415 (+28.2%) Shares 23,152 (+7.3%) Est. Cost $277.01 Unrealized +104.0%
META META PLATFORMS INC CL A 1.4%
Value ($000) $39,786 (-6.9%) Shares 60,274 (+3.6%) Est. Cost $272.09 Unrealized +145.3%
TJX TJX COS INC 0.3%
Value ($000) $9,763 (+41.1%) Shares 63,560 (+32.7%) Est. Cost $108.46 Unrealized +36.2%
GVI ISHARES 0.2%
Value ($000) $6,098 (+74.3%) Shares 56,802 (+74.4%) Est. Cost $107.24 Unrealized
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $9,936 (+34.7%) Shares 38,663 (+7.3%) Est. Cost $159.53 Unrealized +50.1%
CMI CUMMINS INC 0.2%
Value ($000) $6,899 (+46.6%) Shares 13,516 (+21.3%) Est. Cost $254.80 Unrealized +83.0%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $29,374 (+8.0%) Shares 244,090 (+1.1%) Est. Cost $61.61 Unrealized +87.5%
AVUV AMERICAN CENTURY 0.1%
Value ($000) $4,207 (+105.4%) Shares 41,253 (+100.5%) Est. Cost $98.50 Unrealized
IQV IQVIA HOLDING INC 0.3%
Value ($000) $8,291 (+34.7%) Shares 36,782 (+13.5%) Est. Cost $152.52 Unrealized +42.7%
RTX RTX CORPORATION 0.7%
Value ($000) $20,701 (+11.4%) Shares 112,871 (+1.6%) Est. Cost $76.38 Unrealized +126.9%
OEF ISHARES 0.2%
Value ($000) $4,878 (+63.1%) Shares 14,224 (+58.3%) Est. Cost $258.55 Unrealized
IJK ISHARES 0.6%
Value ($000) $16,263 (+12.3%) Shares 167,865 (+11.1%) Est. Cost $89.78 Unrealized
SPY STATE STREET SPDR S&P 500 1.4%
Value ($000) $41,258 (+4.5%) Shares 60,503 (+2.1%) Est. Cost $359.56 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,955 (-45.5%) Shares 48,634 (+5.5%) Est. Cost $27.54 Unrealized +35.8%
CRM SALESFORCE COM INC 0.3%
Value ($000) $8,283 (+24.2%) Shares 31,267 (+11.1%) Est. Cost $231.81 Unrealized +7.1%
VCSH VANGUARD 0.2%
Value ($000) $4,715 (+50.6%) Shares 59,134 (+51.0%) Est. Cost $79.35 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $6,178 (+33.2%) Shares 10,908 (+5.2%) Est. Cost $366.57 Unrealized +45.2%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $14,140 (+12.0%) Shares 16,086 (+1.5%) Est. Cost $296.24 Unrealized +174.6%
V VISA INC 1.3%
Value ($000) $37,053 (+4.0%) Shares 105,652 (+1.3%) Est. Cost $137.55 Unrealized +147.5%
VBK VANGUARD 0.1%
Value ($000) $3,306 (+68.6%) Shares 10,943 (+66.1%) Est. Cost $223.15 Unrealized
FPAG FPA 0.1%
Value ($000) $3,718 (+55.6%) Shares 100,222 (+50.3%) Est. Cost $33.12 Unrealized
VWO VANGUARD 0.2%
Value ($000) $4,466 (+41.2%) Shares 83,075 (+42.3%) Est. Cost $46.11 Unrealized
BAC BANK OF AMERICA CORPORATION 0.6%
Value ($000) $17,048 (+8.0%) Shares 309,958 (+1.3%) Est. Cost $28.69 Unrealized +83.5%
WFC WELLS FARGO CO 0.3%
Value ($000) $9,420 (+15.3%) Shares 101,070 (+3.7%) Est. Cost $50.44 Unrealized +71.8%
NFLX NETFLIX INC 0.1%
Value ($000) $4,320 (-22.4%) Shares 46,072 (+892.3%) Est. Cost $103.13 Unrealized +4.5%
IEMG ISHARES 0.2%
Value ($000) $4,972 (+31.3%) Shares 73,969 (+28.7%) Est. Cost $55.83 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $6,321 (+22.9%) Shares 11,034 (+2.4%) Est. Cost $221.40 Unrealized +150.9%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $2,986 (+56.4%) Shares 58,788 (+20.7%) Est. Cost $31.95 Unrealized +35.6%
VUG VANGUARD 0.1%
Value ($000) $3,754 (+39.2%) Shares 7,695 (+36.8%) Est. Cost $295.78 Unrealized
IWR ISHARES 0.5%
Value ($000) $13,647 (+8.3%) Shares 141,758 (+8.6%) Est. Cost $80.24 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $7,031 (-12.9%) Shares 22,075 (+2.4%) Est. Cost $159.95 Unrealized +121.6%
QLTY 2023 ETF SERIES TRUST II 0.2%
Value ($000) $4,709 (+25.6%) Shares 122,434 (+18.2%) Est. Cost $32.99 Unrealized
KLAC KLA-TENCOR CORP 0.2%
Value ($000) $4,587 (+25.3%) Shares 3,775 (+11.2%) Est. Cost $537.80 Unrealized +117.9%
IAU ISHARES GOLD TRUST (MKT) 0.2%
Value ($000) $6,856 (+15.1%) Shares 84,467 (+3.2%) Est. Cost $38.78 Unrealized
COR CENCORA INC COM 0.3%
Value ($000) $8,765 (+11.4%) Shares 25,950 (+3.1%) Est. Cost $113.61 Unrealized +199.8%
ACN ACCENTURE PLC A 0.2%
Value ($000) $4,745 (+22.5%) Shares 17,685 (+12.6%) Est. Cost $212.39 Unrealized +19.6%
IWM ISHARES 0.3%
Value ($000) $9,190 (+10.0%) Shares 37,334 (+8.1%) Est. Cost $193.88 Unrealized
SCHW CHARLES SCHWAB CORP 0.4%
Value ($000) $11,256 (+7.5%) Shares 112,663 (+2.7%) Est. Cost $59.59 Unrealized +59.0%
MGV VANGUARD 0.1%
Value ($000) $2,470 (+43.8%) Shares 17,500 (+40.3%) Est. Cost $133.59 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $6,170 (+13.7%) Shares 22,752 (+3.0%) Est. Cost $142.79 Unrealized +75.5%
IVW ISHARES 0.6%
Value ($000) $16,051 (+4.8%) Shares 130,223 (+2.7%) Est. Cost $62.81 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $2,358 (+39.4%) Shares 17,762 (+8.5%) Est. Cost $124.89 Unrealized -10.7%
MCK MCKESSON CORP 0.2%
Value ($000) $6,110 (+12.2%) Shares 7,449 (+5.6%) Est. Cost $382.64 Unrealized +113.1%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $5,539 (+13.2%) Shares 13,976 (+1.5%) Est. Cost $181.25 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $5,537 (+11.4%) Shares 15,794 (+2.6%) Est. Cost $379.29 Unrealized -11.2%
BX BLACKSTONE GROUP INC 0.4%
Value ($000) $11,199 (-4.7%) Shares 72,652 (+5.6%) Est. Cost $74.76 Unrealized +102.6%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $2,461 (+28.5%) Shares 8,566 (+16.1%) Est. Cost $181.07 Unrealized +50.3%
MLI MUELLER INDUSTRIES INC 0.1%
Value ($000) $3,342 (+19.1%) Shares 29,112 (+4.9%) Est. Cost $92.17 Unrealized +16.5%
IUSB ISHARES 0.1%
Value ($000) $1,645 (+43.9%) Shares 35,354 (+44.4%) Est. Cost $46.59 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $3,174 (+18.2%) Shares 120,599 (+6.3%) Est. Cost $24.27 Unrealized +3.4%
SO SOUTHERN CO 0.2%
Value ($000) $6,407 (-7.0%) Shares 73,479 (+1.1%) Est. Cost $66.78 Unrealized +36.1%
MGK VANGUARD 0.1%
Value ($000) $2,137 (+27.1%) Shares 5,177 (+23.9%) Est. Cost $158.67 Unrealized
IVE ISHARES 0.0%
Value ($000) $1,195 (+60.9%) Shares 5,637 (+56.7%) Est. Cost $202.50 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $5,181 (-7.9%) Shares 29,859 (+1.2%) Est. Cost $104.36 Unrealized +74.5%
NOW SERVICENOW INC 0.1%
Value ($000) $2,485 (-14.9%) Shares 16,221 (+411.4%) Est. Cost $160.85 Unrealized +6.6%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $2,656 (+19.1%) Shares 13,687 (+14.9%) Est. Cost $208.72 Unrealized -9.2%
VEEV VEEVA SYSTEMS INC 0.1%
Value ($000) $1,600 (-21.0%) Shares 7,166 (+5.4%) Est. Cost $195.35 Unrealized +35.8%
VCIT VANGUARD 0.0%
Value ($000) $1,337 (+46.6%) Shares 15,970 (+47.2%) Est. Cost $81.49 Unrealized
MOAT VANECK 0.2%
Value ($000) $5,986 (+7.4%) Shares 57,800 (+2.8%) Est. Cost $74.39 Unrealized
RF REGIONS FINANCIAL CORP 0.2%
Value ($000) $7,027 (+5.8%) Shares 259,308 (+2.9%) Est. Cost $17.44 Unrealized +45.5%
VB VANGUARD 0.1%
Value ($000) $2,727 (+16.0%) Shares 10,572 (+14.3%) Est. Cost $183.08 Unrealized
XBI STATE STREET 0.0%
Value ($000) $1,036 (+54.3%) Shares 8,497 (+26.8%) Est. Cost $94.77 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $3,520 (+11.5%) Shares 30,325 (+4.6%) Est. Cost $52.36 Unrealized +111.0%
VEU VANGUARD 0.0%
Value ($000) $1,271 (+39.3%) Shares 17,278 (+35.1%) Est. Cost $60.91 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $4,880 (+7.8%) Shares 16,823 (+3.8%) Est. Cost $136.10 Unrealized +106.2%
USB US BANCORP 0.1%
Value ($000) $2,819 (+13.5%) Shares 52,827 (+2.8%) Est. Cost $37.61 Unrealized +29.5%
CHKP CHECK POINT SOFTWARE 0.1%
Value ($000) $2,640 (+14.4%) Shares 14,228 (+27.5%) Est. Cost $158.12 Unrealized +22.3%
APO APOLLO GLOBAL MANAGEMENT INC 0.1%
Value ($000) $2,582 (+14.6%) Shares 17,839 (+5.5%) Est. Cost $123.88 Unrealized +7.0%
EMB ISHARES 0.0%
Value ($000) $848 (+61.7%) Shares 8,812 (+59.8%) Est. Cost $98.41 Unrealized
AGG ISHARES 0.0%
Value ($000) $744 (+75.6%) Shares 7,446 (+76.2%) Est. Cost $98.43 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1,190 (+36.3%) Shares 17,145 (+11.5%) Est. Cost $47.88 Unrealized +30.4%
TSLA TESLA INC 0.1%
Value ($000) $3,444 (+9.9%) Shares 7,659 (+8.7%) Est. Cost $267.35 Unrealized +65.8%
MTUM ISHARES 0.1%
Value ($000) $1,744 (+21.4%) Shares 6,967 (+24.4%) Est. Cost $229.92 Unrealized
VGIT VANGUARD 0.0%
Value ($000) $858 (+52.0%) Shares 14,320 (+52.3%) Est. Cost $59.02 Unrealized
IWP ISHARES 0.4%
Value ($000) $10,990 (-2.6%) Shares 80,256 (+1.3%) Est. Cost $104.10 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $6,565 (-4.2%) Shares 56,007 (+1.1%) Est. Cost $89.24 Unrealized +36.2%
JAAA JANUS HENDERSON 0.2%
Value ($000) $6,869 (+4.4%) Shares 135,814 (+4.8%) Est. Cost $50.76 Unrealized
FHN FIRST HORIZON NATIONAL CORP 0.0%
Value ($000) $1,113 (+34.5%) Shares 46,585 (+27.2%) Est. Cost $18.00 Unrealized +23.3%
SEIX VIRTUS 0.0%
Value ($000) $655 (+73.5%) Shares 28,044 (+75.4%) Est. Cost $23.61 Unrealized
IEFA ISHARES 0.2%
Value ($000) $6,312 (+4.4%) Shares 70,561 (+1.9%) Est. Cost $66.53 Unrealized
SCZ ISHARES 0.1%
Value ($000) $1,527 (+20.3%) Shares 19,702 (+19.0%) Est. Cost $65.04 Unrealized
BA BOEING CO 0.2%
Value ($000) $4,783 (+5.4%) Shares 22,030 (+4.8%) Est. Cost $272.05 Unrealized -24.4%
ASML ASML HOLDING NV 0.1%
Value ($000) $1,860 (+15.3%) Shares 1,739 (+4.3%) Est. Cost $649.22 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $2,437 (-8.9%) Shares 7,959 (+1.0%) Est. Cost $63.63 Unrealized +441.5%
TW TRADEWEB MARKETS INC 0.0%
Value ($000) $455 (+110.4%) Shares 4,227 (+117.1%) Est. Cost $121.12 Unrealized -11.4%
KEX KIRBY CORP 0.0%
Value ($000) $570 (+70.9%) Shares 5,177 (+29.4%) Est. Cost $109.42 Unrealized -7.1%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $711 (+48.7%) Shares 3,610 (+26.0%) Est. Cost $112.43 Unrealized +51.4%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $2,521 (+10.1%) Shares 25,505 (+5.0%) Est. Cost $96.02 Unrealized +0.1%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $6,591 (+3.6%) Shares 19,578 (+4.9%) Est. Cost $196.89 Unrealized +73.1%
BINC ISHARES 0.1%
Value ($000) $2,744 (+9.0%) Shares 52,001 (+10.0%) Est. Cost $52.56 Unrealized
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $2,076 (+12.1%) Shares 147,983 (+2.3%) Est. Cost $14.26 Unrealized -5.8%
WRB WR BERKLEY CORP 0.1%
Value ($000) $2,306 (+10.4%) Shares 32,892 (+20.7%) Est. Cost $61.86 Unrealized +17.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,139 (+22.7%) Shares 7,005 (+45.4%) Est. Cost $123.24 Unrealized +51.3%
SCHG SCHWAB 0.0%
Value ($000) $456 (+85.1%) Shares 13,975 (+81.0%) Est. Cost $30.74 Unrealized
JMBS JANUS HENDERSON 0.0%
Value ($000) $573 (+54.7%) Shares 12,536 (+54.7%) Est. Cost $45.29 Unrealized
CBRE CBRE GROUP INC CL A 0.1%
Value ($000) $2,592 (+8.4%) Shares 16,120 (+6.3%) Est. Cost $121.09 Unrealized +29.8%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.1%
Value ($000) $4,130 (+5.1%) Shares 16,132 (+6.1%) Est. Cost $151.84 Unrealized +64.2%
CNC CENTENE CORP 0.0%
Value ($000) $720 (+37.1%) Shares 17,490 (+18.9%) Est. Cost $46.00 Unrealized -18.6%
USHY ISHARES 0.0%
Value ($000) $743 (+34.3%) Shares 19,881 (+35.7%) Est. Cost $38.42 Unrealized
EFV ISHARES 0.0%
Value ($000) $901 (+24.8%) Shares 12,620 (+18.5%) Est. Cost $59.47 Unrealized
ITA ISHARES 0.0%
Value ($000) $399 (+76.5%) Shares 1,860 (+72.1%) Est. Cost $211.53 Unrealized
LAZ LAZARD INC 0.1%
Value ($000) $2,302 (-6.9%) Shares 47,400 (+1.2%) Est. Cost $39.16 Unrealized +27.4%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $506 (+50.3%) Shares 2,462 (+14.8%) Est. Cost $140.31 Unrealized +33.8%
PNC PNC FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $1,486 (+12.6%) Shares 7,120 (+8.4%) Est. Cost $129.69 Unrealized +48.6%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1,663 (+11.1%) Shares 20,594 (+12.1%) Est. Cost $71.63 Unrealized +5.8%
SPYV STATE STREET 0.0%
Value ($000) $1,189 (+15.7%) Shares 20,936 (+12.7%) Est. Cost $51.78 Unrealized
PYLD PIMCO 0.1%
Value ($000) $2,351 (+7.4%) Shares 88,116 (+8.0%) Est. Cost $26.45 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,859 (+9.3%) Shares 12,369 (+4.1%) Est. Cost $138.78 Unrealized +6.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $3,153 (+5.1%) Shares 10,235 (+2.6%) Est. Cost $73.70 Unrealized +308.2%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $743 (+25.1%) Shares 1,546 (+20.7%) Est. Cost $416.08 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $912 (+18.6%) Shares 8,019 (+1.1%) Est. Cost $113.81 Unrealized -9.1%
CME CME GROUP INC 0.0%
Value ($000) $945 (+17.7%) Shares 3,462 (+16.5%) Est. Cost $192.72 Unrealized +40.5%
SCHD SCHWAB 0.1%
Value ($000) $2,783 (+5.0%) Shares 101,445 (+4.5%) Est. Cost $43.87 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $2,280 (-5.5%) Shares 43,141 (+6.8%) Est. Cost $21.41 Unrealized +159.3%
SDY STATE STREET 0.1%
Value ($000) $2,765 (+5.0%) Shares 19,871 (+5.7%) Est. Cost $98.05 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1,760 (-6.8%) Shares 27,632 (+2.0%) Est. Cost $73.91 Unrealized -12.2%
XLE SELECT SECTOR SPDR 0.0%
Value ($000) $470 (-21.3%) Shares 10,522 (+57.2%) Est. Cost $60.97 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $2,712 (+4.8%) Shares 10,331 (+9.3%) Est. Cost $205.11 Unrealized +29.5%
JPIB JPMORGAN 0.0%
Value ($000) $1,261 (+11.0%) Shares 25,899 (+11.7%) Est. Cost $48.10 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.4%
Value ($000) $10,789 (+1.1%) Shares 67,262 (+2.2%) Est. Cost $95.69 Unrealized +60.5%
AES AES CORP 0.0%
Value ($000) $509 (+28.3%) Shares 35,488 (+17.8%) Est. Cost $14.54 Unrealized -3.5%
THRO ISHARES 0.0%
Value ($000) $470 (+31.1%) Shares 12,176 (+28.7%) Est. Cost $36.88 Unrealized
SNY SANOFI 0.1%
Value ($000) $1,539 (+7.8%) Shares 31,748 (+5.0%) Est. Cost $49.29 Unrealized
HLN HALEON PLC ADR 0.0%
Value ($000) $560 (+24.1%) Shares 55,368 (+10.1%) Est. Cost $9.13 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING 0.1%
Value ($000) $2,950 (-3.5%) Shares 135,826 (+1.6%) Est. Cost $20.81 Unrealized +4.8%
FLXR TCW ETF TRUST 0.0%
Value ($000) $1,424 (+8.0%) Shares 35,948 (+8.6%) Est. Cost $39.25 Unrealized
EL ESTEE LAUDER COS INC 0.0%
Value ($000) $517 (+25.4%) Shares 4,937 (+5.6%) Est. Cost $143.05 Unrealized -32.3%
BOOT BOOT BARN HOLDINGS INC 0.0%
Value ($000) $450 (+29.7%) Shares 2,552 (+21.8%) Est. Cost $128.08 Unrealized +45.7%
ALLY ALLY FIN INC COM 0.0%
Value ($000) $655 (+17.3%) Shares 14,469 (+1.5%) Est. Cost $35.77 Unrealized +14.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $3,737 (-2.5%) Shares 22,954 (+2.0%) Est. Cost $118.64 Unrealized +42.3%
MGMT ABSOLUTE 0.1%
Value ($000) $1,626 (+6.2%) Shares 36,680 (+5.5%) Est. Cost $36.70 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $5,941 (+1.6%) Shares 98,840 (+7.0%) Est. Cost $24.34 Unrealized +146.8%
NEU NEWMARKET CORP 0.0%
Value ($000) $476 (-15.9%) Shares 692 (+1.3%) Est. Cost $539.09 Unrealized +41.2%
CI CIGNA CORP 0.0%
Value ($000) $1,442 (+6.7%) Shares 5,239 (+11.7%) Est. Cost $218.28 Unrealized +27.9%
RSP INVESCO 0.1%
Value ($000) $1,624 (+5.8%) Shares 8,476 (+4.8%) Est. Cost $139.96 Unrealized
JGRO JPMORGAN 0.2%
Value ($000) $5,250 (+1.7%) Shares 56,577 (+2.8%) Est. Cost $74.53 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $459 (-16.2%) Shares 3,367 (+2.9%) Est. Cost $139.50 Unrealized +15.7%
LEN LENNAR CORP 0.0%
Value ($000) $411 (-17.6%) Shares 4,001 (+1.0%) Est. Cost $60.92 Unrealized +98.1%
KMI KINDER MORGAN INC 0.1%
Value ($000) $2,244 (+3.8%) Shares 81,633 (+6.9%) Est. Cost $15.55 Unrealized +73.1%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $500 (+19.4%) Shares 5,990 (+1.6%) Est. Cost $42.96 Unrealized +77.6%
SKY CHAMPION HOMES INC 0.0%
Value ($000) $340 (+30.9%) Shares 4,023 (+18.3%) Est. Cost $71.88 Unrealized +9.6%
AZO AUTOZONE INC 0.1%
Value ($000) $1,947 (-3.9%) Shares 574 (+21.6%) Est. Cost $2205.95 Unrealized +71.3%
VGSH VANGUARD 0.1%
Value ($000) $3,823 (+2.1%) Shares 65,096 (+2.3%) Est. Cost $57.98 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $3,236 (-2.2%) Shares 3,999 (+15.3%) Est. Cost $609.29 Unrealized +42.3%
SPMO INVESCO 0.1%
Value ($000) $1,686 (+4.5%) Shares 14,131 (+6.0%) Est. Cost $120.96 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.1%
Value ($000) $2,372 (+2.8%) Shares 27,484 (+8.1%) Est. Cost $85.95 Unrealized +5.5%
FXO FIRST TRUST 0.0%
Value ($000) $657 (+10.7%) Shares 10,890 (+8.9%) Est. Cost $45.06 Unrealized
XLY SELECT SECTOR SPDR 0.0%
Value ($000) $524 (-10.4%) Shares 4,389 (+79.7%) Est. Cost $149.45 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $527 (+12.0%) Shares 10,531 (+27.3%) Est. Cost $52.78 Unrealized +1.8%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $1,481 (+3.9%) Shares 3,509 (+2.1%) Est. Cost $317.25 Unrealized +38.5%
BAI ISHARES 0.0%
Value ($000) $332 (+19.1%) Shares 9,965 (+22.2%) Est. Cost $34.00 Unrealized
EEM ISHARES 0.1%
Value ($000) $1,486 (+3.7%) Shares 27,156 (+1.2%) Est. Cost $40.41 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $553 (+10.3%) Shares 11,897 (+19.6%) Est. Cost $49.77 Unrealized -4.6%
BND VANGUARD 0.1%
Value ($000) $2,868 (+1.7%) Shares 38,726 (+2.1%) Est. Cost $75.20 Unrealized
DFAE DIMENSIONAL 0.0%
Value ($000) $355 (+15.0%) Shares 10,898 (+11.3%) Est. Cost $29.32 Unrealized
CWST CASELLA WASTE SYSTEMS INC 0.0%
Value ($000) $292 (+16.2%) Shares 2,978 (+12.5%) Est. Cost $85.61 Unrealized +8.4%
TT TRANE TECHNOLOGIES 0.0%
Value ($000) $525 (-6.7%) Shares 1,350 (+1.1%) Est. Cost $215.71 Unrealized +91.7%
XLU SELECT SECTOR SPDR 0.0%
Value ($000) $505 (-6.8%) Shares 11,818 (+90.3%) Est. Cost $63.88 Unrealized
SAP SAP AG ADR 0.0%
Value ($000) $654 (-5.3%) Shares 2,692 (+4.2%) Est. Cost $264.60 Unrealized
VXF VANGUARD 0.1%
Value ($000) $2,579 (+1.4%) Shares 12,333 (+1.5%) Est. Cost $155.17 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $652 (-4.6%) Shares 6,206 (+1.9%) Est. Cost $105.65 Unrealized +1.5%
DEO DIAGEO PLC SPONSORED ADR NEW 0.0%
Value ($000) $1,321 (-2.2%) Shares 15,317 (+8.2%) Est. Cost $131.85 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,879 (-1.5%) Shares 5,799 (+5.3%) Est. Cost $239.61 Unrealized +39.4%
XLK SELECT SECTOR SPDR 0.1%
Value ($000) $2,096 (-1.3%) Shares 14,561 (+93.3%) Est. Cost $152.87 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $995 (+2.8%) Shares 13,542 (+2.0%) Est. Cost $63.67 Unrealized +10.7%
BANK OF AMERICA CORPORATION 0.0%
Value ($000) $228 (+13.4%) Shares 182 (+15.9%) Est. Cost $1276.15 Unrealized
VYM VANGUARD 0.0%
Value ($000) $892 (+2.9%) Shares 6,215 (+1.1%) Est. Cost $113.41 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $746 (+3.3%) Shares 6,653 (+16.7%) Est. Cost $104.93 Unrealized +11.1%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $348 (-6.1%) Shares 681 (+7.8%) Est. Cost $405.48 Unrealized +29.9%
IJT ISHARES 0.0%
Value ($000) $375 (+6.3%) Shares 2,657 (+6.6%) Est. Cost $117.33 Unrealized
VGT VANGUARD 0.0%
Value ($000) $877 (+2.5%) Shares 1,164 (+1.6%) Est. Cost $442.08 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $2,786 (-0.8%) Shares 9,411 (+6.5%) Est. Cost $235.00 Unrealized +28.7%
FE FIRSTENERGY CORP 0.0%
Value ($000) $677 (+3.1%) Shares 15,118 (+5.5%) Est. Cost $36.82 Unrealized +24.2%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $328 (+6.3%) Shares 4,419 (+6.4%) Est. Cost $78.07 Unrealized -10.5%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $257 (-6.7%) Shares 2,437 (+1.4%) Est. Cost $84.96 Unrealized +29.8%
HSY HERSHEY CO 0.0%
Value ($000) $597 (+3.2%) Shares 3,279 (+6.0%) Est. Cost $131.29 Unrealized +38.7%
MAIN MAIN STREET CAPITAL CORP 0.0%
Value ($000) $438 (-4.0%) Shares 7,245 (+1.1%) Est. Cost $41.28 Unrealized +42.8%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $384 (+4.8%) Shares 2,291 (+6.8%) Est. Cost $90.68 Unrealized +90.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $312 (-5.2%) Shares 1,584 (+3.2%) Est. Cost $147.23 Unrealized +43.7%
SPSM SPDR 0.0%
Value ($000) $289 (+5.8%) Shares 6,168 (+4.6%) Est. Cost $40.51 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $286 (-4.6%) Shares 1,182 (+24.2%) Est. Cost $197.51 Unrealized +59.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $986 (-1.2%) Shares 8,020 (+11.3%) Est. Cost $125.48 Unrealized +2.6%
NVO NOVO NORDISK A/S ADR 0.0%
Value ($000) $542 (-2.0%) Shares 10,657 (+6.8%) Est. Cost $86.87 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $478 (+2.4%) Shares 2,689 (+5.1%) Est. Cost $65.47 Unrealized +176.5%
SPSB STATE STREET 0.0%
Value ($000) $1,296 (+0.9%) Shares 42,914 (+1.2%) Est. Cost $29.61 Unrealized
LAMR LAMAR ADVERTISING CO CL A COM 0.0%
Value ($000) $225 (+4.9%) Shares 1,776 (+1.4%) Est. Cost $121.43 Unrealized
SHY ISHARES 0.0%
Value ($000) $292 (+3.3%) Shares 3,527 (+3.5%) Est. Cost $82.05 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $224 (-4.0%) Shares 10,000 (+11.1%) Est. Cost $27.31 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $2,835 (+0.3%) Shares 140,154 (+1.2%) Est. Cost $16.24 Unrealized +21.9%
EVR EVERCORE INC. 0.0%
Value ($000) $234 (+3.6%) Shares 687 (+2.7%) Est. Cost $312.25 Unrealized +2.8%
SPIB STATE STREET 0.0%
Value ($000) $237 (+2.9%) Shares 7,015 (+3.2%) Est. Cost $32.79 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $385 (-1.5%) Shares 1,205 (+1.3%) Est. Cost $216.06 Unrealized +49.3%
XLB SELECT SECTOR SPDR 0.0%
Value ($000) $275 (+0.3%) Shares 6,058 (+98.2%) Est. Cost $64.36 Unrealized

Exited Positions (35)

UNILEVER PLC SPONSORED ADR NEW 0.1%
Value ($000) $3,126 Shares 52,737 Est. Cost $53.56 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $1,413 Shares 15,914 Est. Cost $62.26 Unrealized +37.0%
CPAY CORPAY INC 0.0%
Value ($000) $1,087 Shares 3,773 Est. Cost $292.30 Unrealized -0.7%
GDXJ VANECK 0.0%
Value ($000) $743 Shares 7,500 Est. Cost $50.38 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $572 Shares 9,576 Est. Cost $52.66 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value ($000) $476 Shares 12,024 Est. Cost $27.93 Unrealized +38.8%
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value ($000) $378 Shares 2,536 Est. Cost $154.90 Unrealized +7.3%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $375 Shares 7,932 Est. Cost $60.83 Unrealized -31.7%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $358 Shares 2,071 Est. Cost $117.56 Unrealized +38.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $313 Shares 3,174 Est. Cost $127.26 Unrealized -25.7%
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value ($000) $287 Shares 3,963 Est. Cost $54.61 Unrealized +76.4%
BANF BANCFIRST CORP 0.0%
Value ($000) $283 Shares 2,239 Est. Cost $114.95 Unrealized -2.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $283 Shares 4,868 Est. Cost $65.14 Unrealized -9.8%
ARE ALEXANDRIA REAL ESTATE EQ INC 0.0%
Value ($000) $275 Shares 3,300 Est. Cost $77.73 Unrealized -25.4%
GOVT ISHARES 0.0%
Value ($000) $268 Shares 11,571 Est. Cost $23.12 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $255 Shares 5,881 Est. Cost $41.04 Unrealized +3.9%
S SENTINELONE INC 0.0%
Value ($000) $239 Shares 13,575 Est. Cost $25.52 Unrealized -35.8%
BRO BROWN & BROWN INC 0.0%
Value ($000) $228 Shares 2,435 Est. Cost $88.10 Unrealized -5.4%
CXT CRANE NXT CO 0.0%
Value ($000) $228 Shares 3,396 Est. Cost $59.28 Unrealized -0.5%
FTNT FORTINET INC 0.0%
Value ($000) $225 Shares 2,673 Est. Cost $89.17 Unrealized -7.0%
NTNX NUTANIX INC 0.0%
Value ($000) $223 Shares 3,000 Est. Cost $69.19 Unrealized -11.7%
VIGI VANGUARD 0.0%
Value ($000) $220 Shares 2,451 Est. Cost $82.94 Unrealized
MR COOPER GROUP INC 0.0%
Value ($000) $211 Shares 1,000 Est. Cost $210.79 Unrealized
VTIP VANGUARD 0.0%
Value ($000) $210 Shares 4,138 Est. Cost $50.63 Unrealized
CPT CAMDEN PROPERTY TRUST 0.0%
Value ($000) $209 Shares 1,961 Est. Cost $112.72 Unrealized -8.5%
TXT TEXTRON INC 0.0%
Value ($000) $207 Shares 2,450 Est. Cost $81.39 Unrealized +2.8%
IYR ISHARES 0.0%
Value ($000) $207 Shares 2,132 Est. Cost $91.35 Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.0%
Value ($000) $207 Shares 296 Est. Cost $641.84 Unrealized -2.6%
PPL PPL CORP 0.0%
Value ($000) $206 Shares 5,541 Est. Cost $35.43 Unrealized +1.1%
PGX INVESCO 0.0%
Value ($000) $205 Shares 17,708 Est. Cost $11.60 Unrealized
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value ($000) $203 Shares 9,294 Est. Cost $18.25 Unrealized +12.1%
GGG GRACO INC 0.0%
Value ($000) $203 Shares 2,391 Est. Cost $84.61 Unrealized -3.1%
SRAD SPORTRADAR GROUP AG 0.0%
Value ($000) $203 Shares 7,529 Est. Cost $28.08 Unrealized
TPYP TORTOISE 0.0%
Value ($000) $200 Shares 5,500 Est. Cost $35.73 Unrealized
GCMG GCM GROSVENOR INC 0.0%
Value ($000) $157 Shares 12,997 Est. Cost $12.93 Unrealized -12.3%

Decreased Positions (258)

GOOGL ALPHABET INC 2.8%
Value ($000) $80,600 (+23.4%) Shares 257,507 (-4.2%) Est. Cost $110.31 Unrealized +158.9%
MSFT MICROSOFT CORP 4.4%
Value ($000) $128,103 (-8.1%) Shares 264,884 (-1.6%) Est. Cost $119.44 Unrealized +319.1%
ORCL ORACLE CORP 0.7%
Value ($000) $18,975 (-37.4%) Shares 97,351 (-9.6%) Est. Cost $72.45 Unrealized +228.6%
GOOG ALPHABET INC 1.7%
Value ($000) $49,974 (+27.0%) Shares 159,255 (-1.4%) Est. Cost $110.42 Unrealized +159.3%
HD HOME DEPOT INC 1.1%
Value ($000) $33,376 (-18.0%) Shares 96,994 (-3.4%) Est. Cost $188.33 Unrealized +93.6%
AAPL APPLE INC 5.2%
Value ($000) $150,813 (+4.7%) Shares 554,744 (-1.9%) Est. Cost $96.97 Unrealized +176.7%
HPQ HP INC COM 0.0%
Value ($000) $765 (-84.3%) Shares 34,344 (-80.8%) Est. Cost $33.67 Unrealized -25.0%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $11,771 (+42.0%) Shares 41,243 (-16.8%) Est. Cost $63.62 Unrealized +260.5%
MRK MERCK & CO INC 0.6%
Value ($000) $16,586 (+23.6%) Shares 157,576 (-1.5%) Est. Cost $58.16 Unrealized +60.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $3,598 (-45.5%) Shares 62,396 (-37.6%) Est. Cost $46.29 Unrealized +28.2%
FISV FISERV INC 0.0%
Value ($000) $1,275 (-69.6%) Shares 18,982 (-41.6%) Est. Cost $94.31 Unrealized -11.1%
CMCSA COMCAST CORP 0.3%
Value ($000) $9,239 (-21.9%) Shares 309,116 (-17.9%) Est. Cost $33.80 Unrealized -15.6%
ABBV ABBVIE INC 1.6%
Value ($000) $45,214 (-4.8%) Shares 197,882 (-3.5%) Est. Cost $84.81 Unrealized +168.3%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $23,466 (+10.7%) Shares 304,632 (-1.7%) Est. Cost $40.18 Unrealized +83.7%
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $18,674 (-10.6%) Shares 95,720 (-3.6%) Est. Cost $131.38 Unrealized +48.4%
WMT WALMART INC 1.7%
Value ($000) $49,631 (+4.3%) Shares 445,479 (-3.5%) Est. Cost $48.11 Unrealized +122.8%
BLK BLACKROCK INC 0.7%
Value ($000) $19,584 (-9.3%) Shares 18,297 (-1.2%) Est. Cost $980.64 Unrealized +11.1%
SBUX STARBUCKS CORP 0.3%
Value ($000) $8,635 (-15.6%) Shares 102,544 (-15.2%) Est. Cost $67.43 Unrealized +24.7%
MS MORGAN STANLEY 0.9%
Value ($000) $26,088 (+6.4%) Shares 146,948 (-4.7%) Est. Cost $57.40 Unrealized +190.0%
NVDA NVIDIA CORP 1.4%
Value ($000) $41,385 (-3.3%) Shares 221,901 (-3.2%) Est. Cost $99.41 Unrealized +87.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $9,142 (-13.1%) Shares 224,443 (-6.2%) Est. Cost $35.10 Unrealized +15.3%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $7,791 (+19.0%) Shares 45,511 (-6.9%) Est. Cost $75.02 Unrealized +107.1%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $11,417 (-9.2%) Shares 34,586 (-5.1%) Est. Cost $251.26 Unrealized +34.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $10,872 (-9.2%) Shares 22,478 (-6.3%) Est. Cost $318.93 Unrealized +49.3%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $4,517 (+29.8%) Shares 21,091 (-2.0%) Est. Cost $122.01 Unrealized +84.1%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $1,271 (-44.1%) Shares 21,776 (-35.8%) Est. Cost $91.75 Unrealized -29.3%
DHI DR HORTON INC 0.1%
Value ($000) $3,344 (-22.8%) Shares 23,214 (-9.1%) Est. Cost $67.50 Unrealized +125.2%
CVX CHEVRON CORP 0.9%
Value ($000) $27,030 (-3.4%) Shares 177,348 (-1.5%) Est. Cost $96.11 Unrealized +57.5%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $3,051 (-23.4%) Shares 18,838 (-20.3%) Est. Cost $97.62 Unrealized +60.0%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $2,050 (-30.8%) Shares 16,293 (-19.6%) Est. Cost $133.65 Unrealized -2.5%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $2,276 (-26.4%) Shares 12,266 (-20.1%) Est. Cost $119.76 Unrealized +55.7%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $1,745 (-31.5%) Shares 8,979 (-17.2%) Est. Cost $150.71 Unrealized +39.3%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $3,511 (-18.1%) Shares 14,212 (-9.6%) Est. Cost $247.40 Unrealized +1.7%
QCOM QUALCOMM INC 0.5%
Value ($000) $14,148 (-5.2%) Shares 82,711 (-7.8%) Est. Cost $92.93 Unrealized +83.8%
JPM JPMORGAN CHASE & CO 3.1%
Value ($000) $90,382 (+0.9%) Shares 280,499 (-1.3%) Est. Cost $93.93 Unrealized +229.6%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $10,692 (+7.7%) Shares 87,115 (-2.6%) Est. Cost $71.01 Unrealized +70.2%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $6,090 (-11.0%) Shares 33,064 (-1.7%) Est. Cost $140.71 Unrealized +43.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $2,429 (-23.2%) Shares 45,118 (-10.9%) Est. Cost $41.72 Unrealized +36.8%
DHR DANAHER CORP 0.2%
Value ($000) $5,939 (+14.0%) Shares 25,942 (-1.2%) Est. Cost $89.55 Unrealized +145.2%
AMGN AMGEN INC 0.2%
Value ($000) $6,875 (+11.6%) Shares 21,006 (-3.8%) Est. Cost $211.57 Unrealized +49.3%
CMA COMERICA INC 0.1%
Value ($000) $4,076 (+20.9%) Shares 46,892 (-4.7%) Est. Cost $47.39 Unrealized +68.8%
BRK/B BERKSHIRE HATHAWAY INC 0.8%
Value ($000) $24,093 (-2.6%) Shares 47,931 (-2.6%) Est. Cost $236.28 Unrealized +110.6%
WSO WATSCO INC 0.1%
Value ($000) $1,707 (-26.8%) Shares 5,066 (-12.2%) Est. Cost $329.25 Unrealized +8.4%
SGOV ISHARES TRUST 0.1%
Value ($000) $1,743 (-26.2%) Shares 17,363 (-26.0%) Est. Cost $100.63 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $2,389 (-19.6%) Shares 29,239 (-3.6%) Est. Cost $46.85 Unrealized +92.2%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $436 (-57.0%) Shares 4,907 (-53.4%) Est. Cost $104.49 Unrealized -12.8%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $1,726 (-25.1%) Shares 13,175 (-16.7%) Est. Cost $99.50 Unrealized +38.4%
SHV ISHARES 0.0%
Value ($000) $381 (-60.2%) Shares 3,459 (-60.1%) Est. Cost $110.35 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $1,497 (-26.5%) Shares 23,587 (-18.5%) Est. Cost $69.90 Unrealized -7.4%
CSX CSX CORP 0.1%
Value ($000) $2,145 (-19.7%) Shares 59,183 (-21.3%) Est. Cost $27.20 Unrealized +31.3%
QQQ INVESCO 0.1%
Value ($000) $4,072 (-11.0%) Shares 6,628 (-13.1%) Est. Cost $334.92 Unrealized
ADBE ADOBE SYSTEMS INC 0.2%
Value ($000) $4,554 (-9.8%) Shares 13,012 (-9.1%) Est. Cost $325.51 Unrealized +4.5%
MBB ISHARES 0.0%
Value ($000) $440 (-52.8%) Shares 4,622 (-52.8%) Est. Cost $94.77 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $8,202 (-5.6%) Shares 34,011 (-1.6%) Est. Cost $89.87 Unrealized +166.9%
COP CONOCOPHILLIPS 0.2%
Value ($000) $6,493 (-6.8%) Shares 69,363 (-5.8%) Est. Cost $68.62 Unrealized +31.2%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $5,209 (-8.1%) Shares 21,147 (-2.8%) Est. Cost $133.39 Unrealized +85.6%
NEM NEWMONT GOLDCORP 0.1%
Value ($000) $4,086 (+12.7%) Shares 40,924 (-4.9%) Est. Cost $44.63 Unrealized +102.1%
MFC MANULIFE FINANCIAL CORP 0.1%
Value ($000) $3,533 (+14.9%) Shares 97,385 (-1.3%) Est. Cost $20.93 Unrealized +62.2%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $2,187 (-16.9%) Shares 23,981 (-1.8%) Est. Cost $87.38 Unrealized +11.8%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $230 (-65.3%) Shares 1,327 (-59.0%) Est. Cost $230.81 Unrealized -20.8%
SLV ISHARES SILVER TRUST (MKT) 0.1%
Value ($000) $2,108 (+25.6%) Shares 32,725 (-17.4%) Est. Cost $30.06 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $1,967 (+27.5%) Shares 24,187 (-4.4%) Est. Cost $40.79 Unrealized +72.6%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $16,401 (+2.6%) Shares 204,294 (-3.6%) Est. Cost $62.70 Unrealized +31.6%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $5,001 (-7.6%) Shares 28,827 (-2.1%) Est. Cost $133.19 Unrealized +28.2%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $899 (-31.0%) Shares 4,428 (-18.6%) Est. Cost $143.41 Unrealized +47.4%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $1,344 (-22.8%) Shares 7,657 (-15.4%) Est. Cost $169.67 Unrealized +6.3%
TLH ISHARES 0.0%
Value ($000) $363 (-52.1%) Shares 3,568 (-51.4%) Est. Cost $102.99 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $5,937 (-5.9%) Shares 238,420 (-3.8%) Est. Cost $28.00 Unrealized -10.6%
JEPI JPMORGAN 0.4%
Value ($000) $10,625 (-3.4%) Shares 185,619 (-3.6%) Est. Cost $54.99 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $4,132 (-8.1%) Shares 18,808 (-7.6%) Est. Cost $142.87 Unrealized +48.8%
KMX CARMAX INC 0.0%
Value ($000) $1,169 (-20.8%) Shares 30,253 (-8.1%) Est. Cost $83.37 Unrealized -52.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $664 (-31.5%) Shares 4,533 (-16.4%) Est. Cost $178.73 Unrealized
JEPQ JPMORGAN 0.4%
Value ($000) $12,264 (-2.4%) Shares 211,015 (-3.4%) Est. Cost $51.90 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $1,551 (-16.0%) Shares 2,341 (-13.4%) Est. Cost $381.63 Unrealized +73.1%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $563 (-34.2%) Shares 5,583 (-18.9%) Est. Cost $106.48 Unrealized +1.8%
CL COLGATE-PALMOLIVE CO 0.4%
Value ($000) $10,473 (-2.7%) Shares 132,542 (-1.6%) Est. Cost $65.21 Unrealized +20.1%
MET METLIFE INC 0.1%
Value ($000) $3,634 (-7.4%) Shares 46,035 (-3.4%) Est. Cost $41.76 Unrealized +89.0%
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value ($000) $731 (-28.3%) Shares 2,338 (-19.4%) Est. Cost $223.76 Unrealized +45.8%
D DOMINION ENERGY INC 0.1%
Value ($000) $1,916 (-13.0%) Shares 32,699 (-9.2%) Est. Cost $51.81 Unrealized +15.3%
DIS WALT DISNEY CO 0.3%
Value ($000) $7,420 (-3.7%) Shares 65,220 (-3.1%) Est. Cost $106.09 Unrealized +3.2%
DON WISDOMTREE 0.1%
Value ($000) $1,692 (-14.4%) Shares 32,797 (-13.3%) Est. Cost $41.52 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value ($000) $1,606 (-14.9%) Shares 13,670 (-19.0%) Est. Cost $32.41 Unrealized +230.4%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $2,034 (-12.1%) Shares 12,583 (-13.1%) Est. Cost $109.75 Unrealized +41.2%
MC MOELIS & CO 0.0%
Value ($000) $669 (-29.4%) Shares 9,734 (-26.8%) Est. Cost $55.66 Unrealized +18.2%
TFC TRUIST FINANCIAL CORPORATION 0.3%
Value ($000) $8,061 (+3.4%) Shares 163,809 (-3.9%) Est. Cost $39.87 Unrealized +14.9%
AJG ARTHUR J GALLAGHER & CO 0.0%
Value ($000) $1,053 (-20.2%) Shares 4,067 (-4.5%) Est. Cost $187.48 Unrealized +40.9%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $1,157 (-18.4%) Shares 6,693 (-13.0%) Est. Cost $101.45 Unrealized +84.7%
BSX BOSTON SCIENTIFIC 0.1%
Value ($000) $1,483 (-14.9%) Shares 15,555 (-12.9%) Est. Cost $60.37 Unrealized +62.4%
TTEK TETRA TECH INC 0.0%
Value ($000) $371 (-40.3%) Shares 11,051 (-40.5%) Est. Cost $40.22 Unrealized -15.9%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $1,468 (+19.4%) Shares 1,902 (-13.0%) Est. Cost $679.47 Unrealized -0.1%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $772 (-22.2%) Shares 5,598 (-24.1%) Est. Cost $205.27 Unrealized -33.3%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1,325 (-14.0%) Shares 10,522 (-3.1%) Est. Cost $101.34 Unrealized +38.9%
SYY SYSCO CORP 0.0%
Value ($000) $678 (-23.9%) Shares 9,197 (-14.9%) Est. Cost $66.03 Unrealized +14.3%
COF CAPITAL ONE FINANCIAL 0.1%
Value ($000) $2,418 (+9.6%) Shares 9,976 (-3.9%) Est. Cost $106.24 Unrealized +109.1%
CTAS CINTAS CORP 0.1%
Value ($000) $1,951 (-9.4%) Shares 10,376 (-1.1%) Est. Cost $168.70 Unrealized +11.5%
IWF ISHARES 0.4%
Value ($000) $12,026 (-1.6%) Shares 25,409 (-2.7%) Est. Cost $273.10 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $3,187 (+6.7%) Shares 10,211 (-3.5%) Est. Cost $172.90 Unrealized +69.1%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $925 (+26.3%) Shares 7,520 (-3.1%) Est. Cost $76.30 Unrealized +40.4%
POOL POOL CORP 0.0%
Value ($000) $314 (-37.7%) Shares 1,372 (-15.6%) Est. Cost $345.18 Unrealized -24.8%
PCH POTLATCHDELTIC CORP 0.0%
Value ($000) $345 (-35.1%) Shares 8,684 (-33.5%) Est. Cost $41.16 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $2,418 (+8.2%) Shares 17,815 (-3.2%) Est. Cost $130.74 Unrealized -4.7%
GSK GSK PLC ADR 0.1%
Value ($000) $1,814 (+11.2%) Shares 37,000 (-2.1%) Est. Cost $30.97 Unrealized
CPRT COPART INC 0.0%
Value ($000) $637 (-21.7%) Shares 16,283 (-10.1%) Est. Cost $42.59 Unrealized -2.6%
PRI PRIMERICA INC 0.0%
Value ($000) $356 (-33.0%) Shares 1,377 (-28.0%) Est. Cost $255.34 Unrealized +2.2%
AER AERCAP HOLDINGS NV COM 0.0%
Value ($000) $1,148 (+17.5%) Shares 7,985 (-1.1%) Est. Cost $81.68 Unrealized +62.1%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1,055 (-13.9%) Shares 4,206 (-1.5%) Est. Cost $200.29 Unrealized +32.4%
FISR SPDR 0.0%
Value ($000) $1,395 (-10.5%) Shares 53,849 (-10.0%) Est. Cost $25.80 Unrealized
VTI VANGUARD 0.6%
Value ($000) $16,066 (+1.0%) Shares 47,919 (-1.1%) Est. Cost $239.07 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $834 (-16.0%) Shares 5,960 (-14.1%) Est. Cost $89.52 Unrealized +51.3%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $810 (+23.3%) Shares 104,223 (-2.9%) Est. Cost $9.85 Unrealized -16.4%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $1,220 (+14.0%) Shares 15,250 (-6.0%) Est. Cost $68.26 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $2,209 (-6.3%) Shares 6,284 (-1.5%) Est. Cost $190.96 Unrealized +90.3%
EBAY EBAY INC 0.1%
Value ($000) $2,083 (-6.6%) Shares 23,911 (-2.5%) Est. Cost $41.80 Unrealized +106.6%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $2,348 (-5.6%) Shares 8,132 (-1.8%) Est. Cost $168.99 Unrealized +70.8%
ENTG ENTEGRIS INC 0.0%
Value ($000) $509 (-21.4%) Shares 6,038 (-13.7%) Est. Cost $102.92 Unrealized -15.7%
EME EMCOR GROUP INC 0.0%
Value ($000) $968 (-12.3%) Shares 1,583 (-6.9%) Est. Cost $202.23 Unrealized +220.2%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $864 (-13.6%) Shares 9,894 (-9.5%) Est. Cost $68.57 Unrealized +30.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $2,232 (+6.4%) Shares 5,738 (-4.4%) Est. Cost $233.68 Unrealized +60.6%
VOT VANGUARD 0.1%
Value ($000) $1,682 (-6.9%) Shares 6,025 (-2.0%) Est. Cost $128.31 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $338 (-26.9%) Shares 29,469 (-20.4%) Est. Cost $12.88 Unrealized -4.5%
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $478 (-20.0%) Shares 984 (-12.8%) Est. Cost $508.92 Unrealized -1.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $972 (+13.6%) Shares 2,143 (-1.8%) Est. Cost $247.96 Unrealized +73.8%
XLI SELECT SECTOR SPDR 0.0%
Value ($000) $781 (-13.0%) Shares 5,037 (-13.5%) Est. Cost $117.38 Unrealized
PLD PROLOGIS INC 0.1%
Value ($000) $1,586 (+7.8%) Shares 12,425 (-3.3%) Est. Cost $109.76 Unrealized +12.8%
MUB ISHARES 0.0%
Value ($000) $321 (-26.2%) Shares 2,997 (-26.7%) Est. Cost $109.31 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $3,479 (-3.1%) Shares 51,081 (-4.8%) Est. Cost $66.09 Unrealized -0.3%
DFAC DIMENSIONAL 0.0%
Value ($000) $608 (-15.1%) Shares 15,361 (-17.3%) Est. Cost $29.28 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $301 (-26.4%) Shares 2,465 (-19.3%) Est. Cost $141.91 Unrealized -13.4%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $278 (-27.8%) Shares 947 (-24.8%) Est. Cost $271.37 Unrealized +6.3%
XEL XCEL ENERGY INC 0.0%
Value ($000) $934 (-10.2%) Shares 12,650 (-1.9%) Est. Cost $55.67 Unrealized +40.6%
PEP PEPSICO INC 0.5%
Value ($000) $13,235 (+0.8%) Shares 92,216 (-1.4%) Est. Cost $94.69 Unrealized +54.1%
NTR NUTRIEN LTD 0.0%
Value ($000) $344 (-22.6%) Shares 5,570 (-26.4%) Est. Cost $42.65 Unrealized +38.0%
EFA ISHARES 0.2%
Value ($000) $7,046 (+1.4%) Shares 73,368 (-1.4%) Est. Cost $69.68 Unrealized
VRSK VERISK ANALYTICS INC A 0.0%
Value ($000) $555 (-14.5%) Shares 2,482 (-3.9%) Est. Cost $160.16 Unrealized +40.7%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $424 (-17.9%) Shares 25,706 (-14.6%) Est. Cost $14.96 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1,055 (-8.0%) Shares 8,172 (-3.0%) Est. Cost $68.03 Unrealized +97.0%
FNDF SCHWAB 0.0%
Value ($000) $541 (-14.3%) Shares 11,970 (-18.6%) Est. Cost $36.97 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $529 (-14.6%) Shares 398 (-15.3%) Est. Cost $1162.43 Unrealized +12.8%
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $308 (-22.1%) Shares 4,493 (-9.7%) Est. Cost $43.84 Unrealized
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $6,698 (-1.3%) Shares 52,893 (-1.2%) Est. Cost $91.64 Unrealized +36.2%
NDAQ NASDAQ INC 0.0%
Value ($000) $1,067 (+8.7%) Shares 10,982 (-1.0%) Est. Cost $50.39 Unrealized +78.1%
XLF SELECT SECTOR SPDR 0.1%
Value ($000) $1,553 (-5.2%) Shares 28,364 (-6.7%) Est. Cost $39.26 Unrealized
KRYS KRYSTAL BIOTECH INC 0.0%
Value ($000) $311 (+34.7%) Shares 1,261 (-3.5%) Est. Cost $149.68 Unrealized +40.6%
XLC SELECT SECTOR SPDR 0.0%
Value ($000) $957 (-7.6%) Shares 8,128 (-7.1%) Est. Cost $75.40 Unrealized
CEG CONSTELLATION ENERGY CORP. 0.0%
Value ($000) $1,390 (+6.0%) Shares 3,934 (-1.3%) Est. Cost $78.17 Unrealized +364.6%
MAR MARRIOTT INTL INC 0.0%
Value ($000) $874 (+9.9%) Shares 2,817 (-7.8%) Est. Cost $169.74 Unrealized +68.1%
VNQ VANGUARD 0.0%
Value ($000) $1,103 (-6.6%) Shares 12,467 (-3.5%) Est. Cost $82.62 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $535 (-12.5%) Shares 2,465 (-8.2%) Est. Cost $168.40 Unrealized +26.9%
POST POST HLDGS INC 0.0%
Value ($000) $421 (-15.3%) Shares 4,249 (-8.1%) Est. Cost $104.43 Unrealized -0.9%
DE DEERE & CO 0.2%
Value ($000) $4,461 (-1.7%) Shares 9,582 (-3.4%) Est. Cost $299.92 Unrealized +55.9%
WY WEYERHAEUSER CO 0.0%
Value ($000) $315 (-19.2%) Shares 13,282 (-15.5%) Est. Cost $26.86 Unrealized -14.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $576 (+14.7%) Shares 2,835 (-1.2%) Est. Cost $150.02 Unrealized +23.7%
TRMB TRIMBLE INC 0.0%
Value ($000) $363 (-16.6%) Shares 4,636 (-13.1%) Est. Cost $47.17 Unrealized +68.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $835 (+9.5%) Shares 29,532 (-4.7%) Est. Cost $35.71 Unrealized -26.4%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $353 (-16.9%) Shares 793 (-6.9%) Est. Cost $347.04 Unrealized +33.2%
SSD SIMPSON MANUFACTURING CO INC 0.0%
Value ($000) $252 (-21.2%) Shares 1,561 (-18.3%) Est. Cost $172.48 Unrealized -2.2%
PSA PUBLIC STORAGE 0.0%
Value ($000) $276 (-19.7%) Shares 1,065 (-10.6%) Est. Cost $258.15 Unrealized +7.4%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $2,808 (+2.5%) Shares 5,374 (-4.6%) Est. Cost $277.62 Unrealized +78.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $953 (-6.4%) Shares 6,299 (-5.9%) Est. Cost $79.37 Unrealized +86.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $394 (+19.3%) Shares 4,745 (-3.6%) Est. Cost $66.54 Unrealized +12.2%
BALL BALL CORP 0.0%
Value ($000) $358 (-14.9%) Shares 6,759 (-19.0%) Est. Cost $58.13 Unrealized -15.6%
BRKR BRUKER BIOSCIENCES CORP 0.0%
Value ($000) $273 (+29.4%) Shares 5,802 (-10.7%) Est. Cost $56.04 Unrealized -24.6%
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $651 (-8.7%) Shares 3,156 (-3.5%) Est. Cost $139.86 Unrealized +44.7%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $620 (-9.0%) Shares 9,734 (-8.3%) Est. Cost $62.60 Unrealized -2.0%
XSD STATE STREET 0.0%
Value ($000) $579 (-9.3%) Shares 1,800 (-10.0%) Est. Cost $221.29 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $1,326 (-4.2%) Shares 13,364 (-19.4%) Est. Cost $139.75 Unrealized -33.6%
BIL SPDR 0.0%
Value ($000) $342 (-14.4%) Shares 3,742 (-14.1%) Est. Cost $91.70 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $698 (-7.4%) Shares 6,998 (-1.1%) Est. Cost $81.38 Unrealized +24.1%
SNPS SYNOPSYS INC 0.0%
Value ($000) $224 (-19.7%) Shares 476 (-15.6%) Est. Cost $520.41 Unrealized -14.6%
VIG VANGUARD 0.1%
Value ($000) $3,576 (-1.4%) Shares 16,271 (-3.2%) Est. Cost $165.78 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,952 (-2.5%) Shares 19,967 (-10.6%) Est. Cost $130.95 Unrealized -30.0%
GOLF ACUSHNET HOLDINGS CORP COM 0.0%
Value ($000) $265 (-16.0%) Shares 3,318 (-17.4%) Est. Cost $67.92 Unrealized +19.5%
AWI ARMSTRONG WORLD INDUSTRIES, INC. 0.0%
Value ($000) $766 (-6.2%) Shares 4,006 (-3.7%) Est. Cost $124.24 Unrealized +53.5%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $2,567 (+2.0%) Shares 70,088 (-2.4%) Est. Cost $37.04 Unrealized -6.2%
BHP BHP BILLITON LTD SPON ADR 0.0%
Value ($000) $856 (+6.0%) Shares 14,177 (-2.1%) Est. Cost $60.52 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $645 (-7.0%) Shares 9,703 (-7.7%) Est. Cost $96.59 Unrealized -32.0%
INTC INTEL CORP 0.0%
Value ($000) $1,339 (-3.5%) Shares 36,298 (-12.2%) Est. Cost $42.77 Unrealized -11.7%
DOV DOVER CORP 0.0%
Value ($000) $414 (+12.9%) Shares 2,121 (-3.5%) Est. Cost $176.13 Unrealized +3.2%
SPAB STATE STREET 0.0%
Value ($000) $770 (-5.7%) Shares 29,903 (-5.4%) Est. Cost $25.26 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER 0.1%
Value ($000) $2,153 (+2.2%) Shares 47,004 (-18.1%) Est. Cost $13.04 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $532 (-7.8%) Shares 2,384 (-1.6%) Est. Cost $123.37 Unrealized +84.2%
CARY ANGEL OAK 0.0%
Value ($000) $234 (-15.4%) Shares 11,250 (-15.1%) Est. Cost $20.61 Unrealized
XPO XPO LOGISTICS INC 0.0%
Value ($000) $457 (-8.5%) Shares 3,365 (-12.9%) Est. Cost $46.99 Unrealized +189.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $401 (-9.4%) Shares 6,162 (-6.1%) Est. Cost $44.21 Unrealized +51.2%
SPEM SPDR 0.0%
Value ($000) $749 (-5.1%) Shares 16,009 (-5.1%) Est. Cost $36.64 Unrealized
BMO BANK OF MONTREAL QUE 0.0%
Value ($000) $323 (-10.6%) Shares 2,487 (-10.3%) Est. Cost $92.39 Unrealized +37.1%
STAG STAG INDL INC COM 0.1%
Value ($000) $1,961 (+2.0%) Shares 53,343 (-2.1%) Est. Cost $34.31 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $260 (-12.5%) Shares 1,142 (-5.1%) Est. Cost $110.19 Unrealized +92.7%
EXC EXELON CORP 0.0%
Value ($000) $233 (-13.5%) Shares 5,338 (-10.7%) Est. Cost $35.18 Unrealized +29.2%
IBB ISHARES 0.0%
Value ($000) $272 (+15.4%) Shares 1,612 (-1.3%) Est. Cost $136.99 Unrealized
SGI TEMPUR-SEALY INTERNATIONAL, INC 0.0%
Value ($000) $819 (+4.6%) Shares 9,173 (-1.2%) Est. Cost $55.07 Unrealized +58.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $842 (+4.4%) Shares 5,231 (-3.6%) Est. Cost $97.66 Unrealized +64.4%
MMM 3M CO 0.2%
Value ($000) $4,877 (-0.7%) Shares 30,461 (-3.8%) Est. Cost $117.12 Unrealized +39.3%
AON AON PLC 0.0%
Value ($000) $343 (-9.0%) Shares 972 (-8.0%) Est. Cost $211.01 Unrealized +65.5%
BAM BROOKFIELD ASSET MANAGEMENT LTD 0.0%
Value ($000) $255 (-11.0%) Shares 4,864 (-3.3%) Est. Cost $31.98 Unrealized +67.2%
MNST MONSTER BEVERAGE CORP COM 0.0%
Value ($000) $255 (-11.0%) Shares 3,329 (-21.8%) Est. Cost $56.50 Unrealized +26.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $282 (-9.6%) Shares 8,131 (-10.3%) Est. Cost $40.32 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $782 (+4.0%) Shares 1,530 (-3.0%) Est. Cost $224.64 Unrealized +116.9%
CTVA CORTEVA INC 0.0%
Value ($000) $806 (-3.4%) Shares 12,025 (-2.6%) Est. Cost $25.37 Unrealized +154.4%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $432 (+6.8%) Shares 4,694 (-10.9%) Est. Cost $60.38 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1,191 (-2.2%) Shares 11,635 (-2.0%) Est. Cost $101.75 Unrealized +0.4%
BBCA JPMORGAN 0.0%
Value ($000) $745 (+3.7%) Shares 8,006 (-2.7%) Est. Cost $65.06 Unrealized
ADM ARCHER-DANIELS-MIDLAND CO 0.0%
Value ($000) $397 (-6.1%) Shares 6,899 (-2.5%) Est. Cost $57.19 Unrealized +4.0%
O REALTY INCOME CORP 0.0%
Value ($000) $265 (-8.8%) Shares 4,709 (-1.6%) Est. Cost $48.90 Unrealized +17.3%
ALSN ALLISON TRANSMISSION HLDGS 0.0%
Value ($000) $647 (+4.1%) Shares 6,609 (-9.8%) Est. Cost $81.65 Unrealized +7.2%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $619 (-3.9%) Shares 5,482 (-11.7%) Est. Cost $90.15 Unrealized +18.1%
FDLO FIDELITY 0.1%
Value ($000) $1,469 (-1.6%) Shares 22,008 (-2.9%) Est. Cost $39.62 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $311 (-7.3%) Shares 2,442 (-5.5%) Est. Cost $96.96 Unrealized +28.2%
SHEL SHELL PLC 0.0%
Value ($000) $434 (-5.2%) Shares 5,903 (-7.7%) Est. Cost $55.23 Unrealized
HYS PIMCO 0.0%
Value ($000) $667 (-3.1%) Shares 7,039 (-2.2%) Est. Cost $91.41 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $442 (+5.0%) Shares 4,037 (-5.8%) Est. Cost $79.01 Unrealized +28.1%
VTEB VANGUARD 0.0%
Value ($000) $894 (-2.3%) Shares 17,778 (-2.7%) Est. Cost $50.87 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $2,681 (+0.8%) Shares 49,704 (-15.7%) Est. Cost $45.36 Unrealized +4.8%
AEP AMERICAN ELECTRIC POWER CO INC 0.4%
Value ($000) $11,784 (+0.2%) Shares 102,191 (-2.3%) Est. Cost $76.94 Unrealized +53.0%
QUAL ISHARES 0.1%
Value ($000) $2,140 (-0.9%) Shares 10,776 (-3.0%) Est. Cost $117.94 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $743 (-2.6%) Shares 10,093 (-1.5%) Est. Cost $78.30 Unrealized -6.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $207 (-8.7%) Shares 8,534 (-2.0%) Est. Cost $31.97 Unrealized -23.0%
GDX VANECK 0.0%
Value ($000) $1,389 (-1.3%) Shares 16,200 (-12.1%) Est. Cost $36.09 Unrealized
DIVB ISHARES 0.1%
Value ($000) $2,946 (-0.6%) Shares 55,419 (-2.3%) Est. Cost $30.33 Unrealized
DCI DONALDSON CO INC 0.0%
Value ($000) $445 (+4.3%) Shares 5,024 (-3.7%) Est. Cost $70.96 Unrealized +21.8%
HUM HUMANA INC 0.0%
Value ($000) $277 (-6.2%) Shares 1,080 (-4.7%) Est. Cost $248.00 Unrealized +5.4%
JNK SPDR 0.0%
Value ($000) $343 (-5.0%) Shares 3,526 (-4.3%) Est. Cost $93.43 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $874 (-2.0%) Shares 10,288 (-3.1%) Est. Cost $73.01 Unrealized +19.8%
IJS ISHARES 0.0%
Value ($000) $953 (-1.8%) Shares 8,380 (-4.5%) Est. Cost $93.49 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $349 (+5.1%) Shares 4,406 (-3.1%) Est. Cost $60.70 Unrealized +26.2%
XLSR SPDR 0.0%
Value ($000) $789 (-2.1%) Shares 12,670 (-6.4%) Est. Cost $43.36 Unrealized
DFAS DIMENSIONAL 0.0%
Value ($000) $318 (-5.1%) Shares 4,565 (-6.7%) Est. Cost $59.62 Unrealized
TIPX SPDR 0.0%
Value ($000) $292 (-5.5%) Shares 15,297 (-4.4%) Est. Cost $18.46 Unrealized
XLP SELECT SECTOR SPDR 0.0%
Value ($000) $323 (-4.6%) Shares 4,155 (-3.8%) Est. Cost $71.81 Unrealized
EBND STATE STREET 0.0%
Value ($000) $244 (-6.0%) Shares 11,409 (-6.0%) Est. Cost $20.94 Unrealized
KBWB INVESCO 0.0%
Value ($000) $364 (+3.6%) Shares 4,313 (-3.8%) Est. Cost $65.47 Unrealized
PREF PRINCIPAL EXCHANGE-TRADED FDS 0.0%
Value ($000) $574 (-2.2%) Shares 30,123 (-1.8%) Est. Cost $17.05 Unrealized
XLV SELECT SECTOR SPDR 0.0%
Value ($000) $752 (+1.7%) Shares 4,855 (-8.6%) Est. Cost $116.03 Unrealized
JPST JPMORGAN 0.0%
Value ($000) $612 (-1.9%) Shares 12,106 (-1.6%) Est. Cost $50.74 Unrealized
GUNR FLEXSHARES 0.0%
Value ($000) $326 (+3.1%) Shares 7,103 (-1.6%) Est. Cost $41.07 Unrealized
RGA REINSURANCE GROUP OF AMERICA INC 0.0%
Value ($000) $393 (-2.4%) Shares 1,934 (-7.8%) Est. Cost $163.42 Unrealized +18.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $2,953 (-0.3%) Shares 37,214 (-5.3%) Est. Cost $58.62 Unrealized +34.2%
CR CRANE CO. 0.0%
Value ($000) $321 (-2.6%) Shares 1,740 (-2.8%) Est. Cost $154.93 Unrealized +19.6%
USMV ISHARES 0.0%
Value ($000) $243 (-3.1%) Shares 2,578 (-2.1%) Est. Cost $88.79 Unrealized
DOW DOW INC 0.0%
Value ($000) $379 (-2.0%) Shares 16,228 (-3.9%) Est. Cost $41.18 Unrealized -44.7%
STE STERIS 0.0%
Value ($000) $632 (-1.2%) Shares 2,491 (-3.6%) Est. Cost $211.09 Unrealized +19.0%
TDVG T ROWE PRICE 0.0%
Value ($000) $310 (-2.4%) Shares 6,893 (-4.6%) Est. Cost $39.97 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $331 (+1.9%) Shares 7,068 (-3.0%) Est. Cost $27.29 Unrealized +60.0%
SPDW SPDR 0.0%
Value ($000) $354 (-1.6%) Shares 7,968 (-5.2%) Est. Cost $32.62 Unrealized
VOE VANGUARD 0.1%
Value ($000) $1,752 (+0.3%) Shares 9,875 (-1.3%) Est. Cost $108.65 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $540 (+1.0%) Shares 3,306 (-2.2%) Est. Cost $123.07 Unrealized +31.0%
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $371 (-1.4%) Shares 5,940 (-5.1%) Est. Cost $51.09 Unrealized +18.3%
VMBS VANGUARD 0.0%
Value ($000) $378 (-1.2%) Shares 8,024 (-1.5%) Est. Cost $47.23 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $291 (+1.3%) Shares 3,543 (-6.3%) Est. Cost $53.90 Unrealized +44.8%
FV FIRST TRUST 0.0%
Value ($000) $1,364 (-0.2%) Shares 21,680 (-1.8%) Est. Cost $48.89 Unrealized
SCHF SCHWAB 0.1%
Value ($000) $4,285 (+0.1%) Shares 178,226 (-3.1%) Est. Cost $25.10 Unrealized
VTV VANGUARD 0.2%
Value ($000) $5,709 (+0.0%) Shares 29,891 (-2.3%) Est. Cost $113.27 Unrealized
UNF UNIFIRST CORP 0.0%
Value ($000) $306 (+0.7%) Shares 1,588 (-12.7%) Est. Cost $189.05 Unrealized -10.9%
AIA ISHARES 0.0%
Value ($000) $236 (-0.8%) Shares 2,422 (-3.8%) Est. Cost $72.35 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $1,166 (-0.1%) Shares 4,645 (-2.4%) Est. Cost $151.98 Unrealized +63.7%
JPEM JPMORGAN 0.0%
Value ($000) $880 (+0.1%) Shares 14,489 (-2.7%) Est. Cost $49.29 Unrealized
AMCOR PLC 0.0%
Value ($000) $139 (-0.4%) Shares 16,636 (-2.3%) Est. Cost $8.97 Unrealized -8.0%
COWZ PACER 0.0%
Value ($000) $213 (-0.2%) Shares 3,541 (-4.6%) Est. Cost $57.47 Unrealized

Unchanged Positions (192)

LLY ELI LILLY & CO 1.0%
Value ($000) $29,696 Shares 27,632 Est. Cost $299.66 Unrealized +218.9%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $37,170 Shares 179,608 Est. Cost $115.34 Unrealized +70.8%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $18,096 Shares 48,915 Est. Cost $97.99 Unrealized +264.3%
IBM INTERNATIONAL BUSINESS MACHINES 1.1%
Value ($000) $33,194 Shares 112,063 Est. Cost $112.32 Unrealized +166.0%
ADP AUTOMATIC DATA PROCESSING INC 0.4%
Value ($000) $11,804 Shares 45,890 Est. Cost $145.99 Unrealized +81.4%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $19,640 Shares 22,775 Est. Cost $264.61 Unrealized +242.3%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $19,224 Shares 134,145 Est. Cost $79.57 Unrealized +85.0%
ABT ABBOTT LABS 0.6%
Value ($000) $18,464 Shares 147,367 Est. Cost $63.36 Unrealized +100.9%
KO COCA-COLA CO 0.9%
Value ($000) $25,831 Shares 369,493 Est. Cost $40.57 Unrealized +71.0%
C CITIGROUP INC 0.2%
Value ($000) $6,913 Shares 59,240 Est. Cost $51.48 Unrealized +101.3%
T AT&T INC 0.2%
Value ($000) $5,011 Shares 201,711 Est. Cost $15.92 Unrealized +58.9%
FDX FEDEX CORP 0.1%
Value ($000) $3,615 Shares 12,516 Est. Cost $201.87 Unrealized +29.6%
SCI SERVICE CORP INTERNATIONAL US 0.3%
Value ($000) $7,395 Shares 94,844 Est. Cost $37.45 Unrealized +113.6%
PSLV SPROTT PHYSICAL SILVER TRUST 0.1%
Value ($000) $1,550 Shares 65,549 Est. Cost $7.38 Unrealized
APH AMPHENOL CORP 0.2%
Value ($000) $6,051 Shares 44,777 Est. Cost $45.13 Unrealized +195.9%
NVS NOVARTIS AG ADR 0.2%
Value ($000) $5,561 Shares 40,333 Est. Cost $88.83 Unrealized
GEL GENESIS ENERGY LP 0.2%
Value ($000) $5,137 Shares 329,325 Est. Cost $21.69 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $5,863 Shares 122,572 Est. Cost $28.90 Unrealized +63.0%
LIN LINDE PLC 0.1%
Value ($000) $2,667 Shares 6,255 Est. Cost $343.48 Unrealized +24.4%
SLB SLB LTD 0.1%
Value ($000) $3,048 Shares 79,422 Est. Cost $47.87 Unrealized -24.7%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $3,922 Shares 13,751 Est. Cost $151.59 Unrealized +93.4%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $2,154 Shares 2,451 Est. Cost $310.76 Unrealized +163.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $4,258 Shares 7,467 Est. Cost $302.46 Unrealized +91.4%
ODFL OLD DOMINION FREIGHT LINE INC 0.1%
Value ($000) $2,698 Shares 17,206 Est. Cost $138.19 Unrealized +3.6%
ITOT ISHARES 0.4%
Value ($000) $12,291 Shares 82,662 Est. Cost $60.48 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.1%
Value ($000) $2,322 Shares 27,137 Est. Cost $42.02 Unrealized +89.6%
IJR ISHARES 0.5%
Value ($000) $13,374 Shares 111,287 Est. Cost $91.56 Unrealized
MA MASTERCARD INC 0.5%
Value ($000) $15,897 Shares 27,846 Est. Cost $167.53 Unrealized +233.6%
B BARRICK MINING CORP 0.0%
Value ($000) $761 Shares 17,485 Est. Cost $19.29 Unrealized +94.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $908 Shares 82,504 Est. Cost $35.88 Unrealized -72.6%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $9,800 Shares 1,830 Est. Cost $2469.73 Unrealized +108.0%
JBHT JB HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $470 Shares 2,416 Est. Cost $165.53 Unrealized +3.6%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1,398 Shares 2,311 Est. Cost $323.85 Unrealized +69.7%
ENVA ENOVA INTERNATIONAL INC 0.0%
Value ($000) $472 Shares 3,000 Est. Cost $77.48 Unrealized +68.0%
GLW CORNING INC 0.1%
Value ($000) $1,857 Shares 21,205 Est. Cost $30.31 Unrealized +183.7%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $7,000 Shares 52,743 Est. Cost $68.09 Unrealized +94.4%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $8,536 Shares 88,860 Est. Cost $82.98 Unrealized +17.1%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $1,176 Shares 5,292 Est. Cost $102.08 Unrealized +94.3%
IJH ISHARES 0.8%
Value ($000) $23,720 Shares 359,400 Est. Cost $87.67 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $5,783 Shares 24,998 Est. Cost $142.02 Unrealized +60.1%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.2%
Value ($000) $5,262 Shares 164,140 Est. Cost $26.92 Unrealized
JOE ST JOE CO 0.0%
Value ($000) $636 Shares 10,705 Est. Cost $40.36 Unrealized +38.8%
CRWD CROWDSTRIKE HOLDINGS INC 0.1%
Value ($000) $2,523 Shares 5,382 Est. Cost $214.25 Unrealized +137.7%
GBTC GRAYSCALE 0.0%
Value ($000) $330 Shares 4,831 Est. Cost $63.17 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $2,573 Shares 12,360 Est. Cost $81.93 Unrealized +149.1%
WAT WATERS CORP 0.0%
Value ($000) $457 Shares 1,202 Est. Cost $345.76 Unrealized +6.4%
XYL XYLEM INC 0.0%
Value ($000) $1,078 Shares 7,917 Est. Cost $126.19 Unrealized +13.8%
GEV GE VERNOVA LLC 0.1%
Value ($000) $1,610 Shares 2,463 Est. Cost $168.45 Unrealized +261.6%
IWD ISHARES 0.1%
Value ($000) $2,782 Shares 13,228 Est. Cost $155.63 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $945 Shares 4,458 Est. Cost $64.39 Unrealized +233.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $361 Shares 943 Est. Cost $178.16 Unrealized +125.0%
ATEC ALPHATEC HOLDINGS INC 0.0%
Value ($000) $225 Shares 10,671 Est. Cost $13.92 Unrealized +33.0%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $563 Shares 20,000 Est. Cost $11.22 Unrealized +131.5%
FNV FRANCO-NEVADA CORPORATION 0.0%
Value ($000) $876 Shares 4,224 Est. Cost $63.01 Unrealized +221.8%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $480 Shares 2,818 Est. Cost $72.80 Unrealized +110.9%
GLTR ABERDEEN 0.0%
Value ($000) $320 Shares 1,558 Est. Cost $129.47 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $707 Shares 1,514 Est. Cost $179.09 Unrealized +158.9%
NGG NATIONAL GRID PLD 0.0%
Value ($000) $1,018 Shares 13,155 Est. Cost $61.88 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $786 Shares 4,849 Est. Cost $106.29 Unrealized +63.3%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $382 Shares 4,936 Est. Cost $76.79 Unrealized +6.7%
RBC RBC BEARINGS INC 0.0%
Value ($000) $432 Shares 964 Est. Cost $316.64 Unrealized +33.7%
OXM OXFORD INDUSTRIES INC 0.0%
Value ($000) $298 Shares 8,700 Est. Cost $102.43 Unrealized -63.7%
ELAN ELANCO ANIMAL HEALTH 0.0%
Value ($000) $477 Shares 21,094 Est. Cost $11.80 Unrealized +84.5%
FAST FASTENAL CO 0.0%
Value ($000) $215 Shares 5,357 Est. Cost $46.94 Unrealized -10.5%
IXUS ISHARES 0.1%
Value ($000) $2,462 Shares 29,092 Est. Cost $67.23 Unrealized
BSVN BANK7 CORP 0.0%
Value ($000) $352 Shares 8,580 Est. Cost $22.39 Unrealized +89.8%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $323 Shares 2,435 Est. Cost $98.11 Unrealized +49.2%
GWW WW GRAINGER INC 0.0%
Value ($000) $795 Shares 788 Est. Cost $721.65 Unrealized +34.3%
PHM PULTE GROUP INC 0.0%
Value ($000) $325 Shares 2,770 Est. Cost $69.59 Unrealized +76.0%
MEDP MEDPACE HOLDINGS INC 0.0%
Value ($000) $566 Shares 1,008 Est. Cost $210.56 Unrealized +169.6%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $247 Shares 3,558 Est. Cost $56.69 Unrealized +9.0%
PSI INVESCO 0.0%
Value ($000) $379 Shares 4,803 Est. Cost $74.13 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $1,240 Shares 8,999 Est. Cost $45.17 Unrealized +191.3%
MDY SPDR S&P MIDCAP 400 (MKT) 0.1%
Value ($000) $3,246 Shares 5,381 Est. Cost $352.54 Unrealized
IWB ISHARES 0.1%
Value ($000) $1,782 Shares 4,772 Est. Cost $231.28 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $543 Shares 4,164 Est. Cost $101.78 Unrealized +30.9%
DFIV DIMENSIONAL 0.0%
Value ($000) $478 Shares 9,583 Est. Cost $34.05 Unrealized
IWN ISHARES 0.0%
Value ($000) $1,424 Shares 7,860 Est. Cost $127.40 Unrealized
MCD MCDONALD'S CORP 0.4%
Value ($000) $11,904 Shares 38,950 Est. Cost $158.73 Unrealized +92.2%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $407 Shares 3,399 Est. Cost $70.34 Unrealized +63.2%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $269 Shares 798 Est. Cost $229.21 Unrealized +36.7%
XOP SPDR 0.0%
Value ($000) $631 Shares 4,996 Est. Cost $147.91 Unrealized
AGYS AGILYSYS INC 0.0%
Value ($000) $257 Shares 2,165 Est. Cost $90.25 Unrealized +33.4%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $1,968 Shares 3,161 Est. Cost $278.06 Unrealized +123.5%
IUSV ISHARES 0.0%
Value ($000) $1,122 Shares 10,940 Est. Cost $61.34 Unrealized
JBL JABIL INC 0.0%
Value ($000) $592 Shares 2,598 Est. Cost $87.51 Unrealized +143.7%
APG API GROUP CORP 0.0%
Value ($000) $273 Shares 7,141 Est. Cost $30.73 Unrealized +20.3%
VT VANGUARD 0.0%
Value ($000) $1,118 Shares 7,923 Est. Cost $74.14 Unrealized
ALC ALCON INC ORD SHS 0.0%
Value ($000) $562 Shares 7,131 Est. Cost $67.54 Unrealized +14.0%
VBR VANGUARD 0.1%
Value ($000) $1,797 Shares 8,483 Est. Cost $129.44 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $306 Shares 3,345 Est. Cost $53.26 Unrealized +68.9%
DVY ISHARES 0.1%
Value ($000) $3,690 Shares 26,147 Est. Cost $100.64 Unrealized
UNM UNUM GROUP 0.1%
Value ($000) $2,971 Shares 38,333 Est. Cost $74.94 Unrealized +2.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $458 Shares 12,365 Est. Cost $61.27 Unrealized -41.0%
RRBI RED RIVER BANCSHARES INC 0.0%
Value ($000) $250 Shares 3,500 Est. Cost $48.29 Unrealized +41.6%
COLB COLUMBIA BANKING SYSTEM INC 0.0%
Value ($000) $274 Shares 9,812 Est. Cost $24.85 Unrealized +8.1%
BTI BRITISH AMERICAN TOBACCO PLC ADR 0.0%
Value ($000) $348 Shares 6,155 Est. Cost $47.69 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.1%
Value ($000) $2,382 Shares 61,914 Est. Cost $36.84 Unrealized
CATH GLOBAL X 0.0%
Value ($000) $1,448 Shares 17,604 Est. Cost $63.41 Unrealized
SNEX STONEX GROUP INC 0.0%
Value ($000) $321 Shares 3,372 Est. Cost $67.14 Unrealized +40.4%
WTFC WINTRUST FINANCIAL CORP 0.0%
Value ($000) $378 Shares 2,700 Est. Cost $126.09 Unrealized +5.5%
KRP KIMBELL ROYALTY PARTNERS LP 0.0%
Value ($000) $126 Shares 10,750 Est. Cost $16.36 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value ($000) $302 Shares 3,427 Est. Cost $68.73 Unrealized +22.0%
NDSN NORDSON CORP COM 0.0%
Value ($000) $319 Shares 1,325 Est. Cost $245.35 Unrealized -4.5%
TTC TORO CO 0.0%
Value ($000) $491 Shares 6,238 Est. Cost $85.47 Unrealized -13.5%
MDYG STATE STREET 0.1%
Value ($000) $1,861 Shares 20,131 Est. Cost $65.34 Unrealized
PKW INVESCO 0.0%
Value ($000) $1,264 Shares 9,412 Est. Cost $56.74 Unrealized
IEUR ISHARES 0.0%
Value ($000) $392 Shares 5,520 Est. Cost $55.22 Unrealized
ESGD ISHARES 0.0%
Value ($000) $700 Shares 7,359 Est. Cost $59.62 Unrealized
EG EVEREST GROUP LTD 0.0%
Value ($000) $454 Shares 1,339 Est. Cost $345.74 Unrealized -4.5%
AFL AFLAC INC 0.0%
Value ($000) $1,222 Shares 11,081 Est. Cost $50.63 Unrealized +116.9%
CHCT COMMUNITY HEALTHCARE TR INC COM 0.0%
Value ($000) $205 Shares 12,470 Est. Cost $27.82 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $325 Shares 1,584 Est. Cost $126.73 Unrealized +57.0%
TCAF T ROWE PRICE 0.0%
Value ($000) $557 Shares 14,578 Est. Cost $32.93 Unrealized
DNL WISDOMTREE 0.0%
Value ($000) $683 Shares 16,560 Est. Cost $35.82 Unrealized
MTB M&T BANK CORP 0.0%
Value ($000) $708 Shares 3,516 Est. Cost $162.69 Unrealized +16.8%
STEL STELLAR BANCORP INC 0.0%
Value ($000) $616 Shares 19,908 Est. Cost $30.96 Unrealized -0.8%
TRP TC ENERGY CORP 0.0%
Value ($000) $1,102 Shares 20,035 Est. Cost $36.13 Unrealized +47.7%
SCHB SCHWAB 0.0%
Value ($000) $568 Shares 21,636 Est. Cost $37.07 Unrealized
IWX ISHARES 0.0%
Value ($000) $259 Shares 2,822 Est. Cost $84.19 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $659 Shares 4,138 Est. Cost $39.67 Unrealized +316.7%
CLDX CELLDEX THERAPEUTICS INC 0.0%
Value ($000) $230 Shares 8,481 Est. Cost $23.17 Unrealized +13.7%
HDV ISHARES 0.1%
Value ($000) $1,561 Shares 12,833 Est. Cost $100.29 Unrealized
SLNG STABILIS SOLUTIONS INC 0.0%
Value ($000) $240 Shares 52,674 Est. Cost $7.91 Unrealized -39.3%
RNST RENASANT CORP 0.0%
Value ($000) $207 Shares 5,884 Est. Cost $33.34 Unrealized +6.2%
R RYDER SYSTEM INC 0.0%
Value ($000) $667 Shares 3,485 Est. Cost $82.34 Unrealized +118.2%
CEFA GLOBAL X 0.0%
Value ($000) $369 Shares 9,998 Est. Cost $33.55 Unrealized
VONE VANGUARD 0.0%
Value ($000) $430 Shares 1,390 Est. Cost $210.42 Unrealized
SLYV STATE STREET 0.0%
Value ($000) $360 Shares 3,954 Est. Cost $81.78 Unrealized
ISCV ISHARES 0.0%
Value ($000) $335 Shares 4,889 Est. Cost $56.82 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $10,567 Shares 14 Est. Cost $386505.62 Unrealized +93.1%
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $240 Shares 15,400 Est. Cost $20.32 Unrealized
RPV INVESCO 0.0%
Value ($000) $214 Shares 2,068 Est. Cost $99.38 Unrealized
ESGU ISHARES 0.0%
Value ($000) $362 Shares 2,429 Est. Cost $97.66 Unrealized
CASY CASEY'S GENERAL STORES INC 0.0%
Value ($000) $549 Shares 994 Est. Cost $368.91 Unrealized +49.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $822 Shares 1,677 Est. Cost $166.95 Unrealized +183.8%
DSI ISHARES 0.0%
Value ($000) $482 Shares 3,744 Est. Cost $87.32 Unrealized
VMI VALMONT INDUSTRIES INC 0.0%
Value ($000) $211 Shares 525 Est. Cost $363.72 Unrealized +11.9%
SPYM STATE STREET 0.0%
Value ($000) $322 Shares 4,011 Est. Cost $55.90 Unrealized
IGM ISHARES 0.0%
Value ($000) $275 Shares 2,130 Est. Cost $112.34 Unrealized
IQLT ISHARES 0.0%
Value ($000) $233 Shares 5,133 Est. Cost $39.69 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $243 Shares 2,369 Est. Cost $113.33 Unrealized -11.7%
SCHE SCHWAB 0.0%
Value ($000) $323 Shares 9,864 Est. Cost $30.45 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $517 Shares 1,874 Est. Cost $209.68 Unrealized +31.6%
TDIV FIRST TRUST 0.0%
Value ($000) $329 Shares 3,394 Est. Cost $72.40 Unrealized
IJJ ISHARES 0.0%
Value ($000) $415 Shares 3,150 Est. Cost $96.90 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $994 Shares 5,865 Est. Cost $81.14 Unrealized +106.9%
PINNACLE FINANCIAL PARTNERS INC 0.0%
Value ($000) $332 Shares 3,475 Est. Cost $65.11 Unrealized
BUSE FIRST BUSEY CORP 0.0%
Value ($000) $206 Shares 8,641 Est. Cost $23.29 Unrealized -0.3%
VV VANGUARD 0.0%
Value ($000) $246 Shares 782 Est. Cost $263.29 Unrealized
SPYG STATE STREET 0.0%
Value ($000) $256 Shares 2,396 Est. Cost $95.32 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $631 Shares 6,830 Est. Cost $52.07 Unrealized +81.6%
SBRA SABRA HEALTH CARE REIT, INC. 0.0%
Value ($000) $322 Shares 17,017 Est. Cost $11.77 Unrealized
HOMB HOME BANCSHARES 0.0%
Value ($000) $264 Shares 9,500 Est. Cost $23.74 Unrealized +16.8%
DGRO ISHARES 0.0%
Value ($000) $216 Shares 3,106 Est. Cost $68.08 Unrealized
AVMU AMERICAN CENTURY 0.0%
Value ($000) $301 Shares 6,500 Est. Cost $45.49 Unrealized
AIT APPLIED INDUSTRIAL TECHNOLOGIES 0.0%
Value ($000) $248 Shares 966 Est. Cost $261.21 Unrealized -2.3%
LQD ISHARES 0.0%
Value ($000) $349 Shares 3,168 Est. Cost $111.47 Unrealized
IYW ISHARES 0.0%
Value ($000) $212 Shares 1,061 Est. Cost $152.48 Unrealized
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $276 Shares 6,315 Est. Cost $54.02 Unrealized -23.8%
EWJ ISHARES 0.0%
Value ($000) $523 Shares 6,473 Est. Cost $69.44 Unrealized
IWS ISHARES 0.0%
Value ($000) $308 Shares 2,181 Est. Cost $119.28 Unrealized
BBJP JPMORGAN 0.0%
Value ($000) $443 Shares 6,716 Est. Cost $53.32 Unrealized
GROY GOLD ROYALTY CORP 0.0%
Value ($000) $61 Shares 15,000 Est. Cost $1.78 Unrealized +115.1%
ACWV ISHARES 0.0%
Value ($000) $273 Shares 2,300 Est. Cost $73.81 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $361 Shares 14,760 Est. Cost $17.13 Unrealized +40.8%
EQT EQT CORPORATION 0.0%
Value ($000) $463 Shares 8,642 Est. Cost $34.86 Unrealized +61.0%
SMOT VANECK 0.0%
Value ($000) $787 Shares 21,750 Est. Cost $30.89 Unrealized
FMDE FIDELITY 0.0%
Value ($000) $351 Shares 9,659 Est. Cost $34.46 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $758 Shares 4,324 Est. Cost $107.51 Unrealized +60.7%
MFS INTERMEDIATE 0.0%
Value ($000) $68 Shares 26,000 Est. Cost $2.73 Unrealized
MAA MID-AMERICA APARTMENT 0.0%
Value ($000) $253 Shares 1,822 Est. Cost $141.30 Unrealized -5.9%
QQEW FIRST TRUST NASDAQ-100 EQUAL 0.0%
Value ($000) $213 Shares 1,500 Est. Cost $136.49 Unrealized
IGIB ISHARES 0.0%
Value ($000) $385 Shares 7,149 Est. Cost $60.48 Unrealized
MEAR ISHARES 0.0%
Value ($000) $376 Shares 7,476 Est. Cost $50.31 Unrealized
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $293 Shares 5,573 Est. Cost $53.20 Unrealized -1.2%
QTEC FIRST TRUST NASDAQ-100-TECH 0.0%
Value ($000) $512 Shares 2,225 Est. Cost $52.62 Unrealized
VSS VANGUARD 0.0%
Value ($000) $233 Shares 1,626 Est. Cost $134.39 Unrealized
BSV VANGUARD 0.0%
Value ($000) $915 Shares 11,605 Est. Cost $78.99 Unrealized
HMOP HARTFORD 0.0%
Value ($000) $316 Shares 8,073 Est. Cost $38.28 Unrealized
MINT PIMCO 0.0%
Value ($000) $251 Shares 2,501 Est. Cost $101.52 Unrealized
FELE FRANKLIN ELECTRIC CO INC 0.0%
Value ($000) $251 Shares 2,630 Est. Cost $97.73 Unrealized -2.7%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $235 Shares 1,751 Est. Cost $116.91 Unrealized +7.6%
SNA SNAP-ON INC 0.0%
Value ($000) $575 Shares 1,668 Est. Cost $331.71 Unrealized +2.6%
JMST JPMORGAN 0.0%
Value ($000) $376 Shares 7,387 Est. Cost $50.95 Unrealized
FXL FIRST TRUST 0.0%
Value ($000) $350 Shares 2,081 Est. Cost $73.18 Unrealized
ASO ACADEMY SPORTS AND OUTDOORS INC 0.0%
Value ($000) $400 Shares 8,000 Est. Cost $55.92 Unrealized -11.5%
SCHC SCHWAB 0.0%
Value ($000) $721 Shares 15,831 Est. Cost $37.63 Unrealized
FTSL FIRST TRUST 0.0%
Value ($000) $321 Shares 7,000 Est. Cost $47.65 Unrealized
AGZ ISHARES 0.0%
Value ($000) $249 Shares 2,254 Est. Cost $108.05 Unrealized
SHYD VANECK 0.0%
Value ($000) $312 Shares 13,608 Est. Cost $22.59 Unrealized
PDL BIOPHARMA INC 0.0%
Value ($000) $0 Shares 41,405 Est. Cost $2.47 Unrealized