Third View Private Wealth, LLC Diversified Active

CIK: 0002083406 · Show all filings

Period: Q4 2025

Filing Date: Jan 23, 2026

Total Value ($000): $742,915 (100.0% shares, 0.0% debt)

Holdings (269)

NVDA NVIDIA CORPORATION 6.2%
Value ($000) $46,207 Shares 247,756 Est. Cost $186.13 Unrealized 0.0%
MSFT MICROSOFT CORP 4.1%
Value ($000) $30,134 Shares 62,309 Est. Cost $500.58 Unrealized 0.0%
META META PLATFORMS INC 3.7%
Value ($000) $27,789 Shares 42,099 Est. Cost $667.32 Unrealized 0.0%
AMZN AMAZON COM INC 3.6%
Value ($000) $27,108 Shares 117,443 Est. Cost $228.79 Unrealized 0.0%
TLT ISHARES TR 3.6%
Value ($000) $27,056 Shares 310,412 Est. Cost $87.16 Unrealized
TSLA TESLA INC 3.5%
Value ($000) $25,961 Shares 57,728 Est. Cost $443.29 Unrealized 0.0%
GOOGL ALPHABET INC 3.3%
Value ($000) $24,265 Shares 77,524 Est. Cost $285.60 Unrealized 0.0%
V VISA INC 2.7%
Value ($000) $19,810 Shares 56,485 Est. Cost $340.38 Unrealized 0.0%
AAPL APPLE INC 2.6%
Value ($000) $19,089 Shares 70,217 Est. Cost $268.34 Unrealized 0.0%
GOOG ALPHABET INC 2.5%
Value ($000) $18,275 Shares 58,238 Est. Cost $286.33 Unrealized 0.0%
ORCL ORACLE CORP 2.2%
Value ($000) $16,495 Shares 84,627 Est. Cost $238.05 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $16,348 Shares 23,973 Est. Cost $681.93 Unrealized
NFLX NETFLIX INC 2.2%
Value ($000) $16,244 Shares 173,253 Est. Cost $107.81 Unrealized 0.0%
VUG VANGUARD INDEX FDS 1.8%
Value ($000) $13,693 Shares 28,068 Est. Cost $487.86 Unrealized
BA BOEING CO 1.7%
Value ($000) $12,558 Shares 57,838 Est. Cost $205.66 Unrealized 0.0%
SHOP SHOPIFY INC 1.4%
Value ($000) $10,603 Shares 65,871 Est. Cost $160.56 Unrealized 0.0%
AVGO BROADCOM INC 1.2%
Value ($000) $9,024 Shares 26,075 Est. Cost $357.00 Unrealized 0.0%
DIS DISNEY WALT CO 1.1%
Value ($000) $8,160 Shares 71,720 Est. Cost $109.53 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 1.1%
Value ($000) $7,889 Shares 102,897 Est. Cost $71.65 Unrealized 0.0%
ADI ANALOG DEVICES INC 1.0%
Value ($000) $7,750 Shares 28,578 Est. Cost $250.62 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $7,523 Shares 23,348 Est. Cost $309.53 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $7,248 Shares 60,227 Est. Cost $115.49 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value ($000) $7,125 Shares 15,717 Est. Cost $431.03 Unrealized 0.0%
ADSK AUTODESK INC 0.9%
Value ($000) $6,822 Shares 23,045 Est. Cost $302.56 Unrealized 0.0%
CRM SALESFORCE INC 0.9%
Value ($000) $6,647 Shares 25,090 Est. Cost $248.17 Unrealized 0.0%
VMC VULCAN MATLS CO 0.8%
Value ($000) $5,908 Shares 20,714 Est. Cost $293.14 Unrealized 0.0%
WMB WILLIAMS COS INC 0.8%
Value ($000) $5,769 Shares 95,974 Est. Cost $60.06 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.7%
Value ($000) $5,518 Shares 7,149 Est. Cost $678.68 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.7%
Value ($000) $5,218 Shares 21,125 Est. Cost $251.65 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.7%
Value ($000) $4,992 Shares 25,724 Est. Cost $189.55 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $4,550 Shares 26,226 Est. Cost $170.73 Unrealized 0.0%
KO COCA COLA CO 0.6%
Value ($000) $4,285 Shares 61,291 Est. Cost $69.40 Unrealized 0.0%
UL UNILEVER PLC 0.6%
Value ($000) $4,253 Shares 65,026 Est. Cost $65.40 Unrealized
COF CAPITAL ONE FINL CORP 0.6%
Value ($000) $4,221 Shares 17,417 Est. Cost $222.19 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $4,091 Shares 7,223 Est. Cost $532.37 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $4,076 Shares 136,357 Est. Cost $28.53 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $4,057 Shares 7,001 Est. Cost $565.16 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC 0.5%
Value ($000) $3,904 Shares 26,971 Est. Cost $132.57 Unrealized 0.0%
UNP UNION PAC CORP 0.5%
Value ($000) $3,870 Shares 16,731 Est. Cost $227.32 Unrealized 0.0%
QCOM QUALCOMM INC 0.5%
Value ($000) $3,812 Shares 22,285 Est. Cost $170.79 Unrealized 0.0%
ENB ENBRIDGE INC 0.5%
Value ($000) $3,691 Shares 77,173 Est. Cost $47.11 Unrealized 0.0%
LIN LINDE PLC 0.5%
Value ($000) $3,592 Shares 8,424 Est. Cost $427.28 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.5%
Value ($000) $3,565 Shares 70,075 Est. Cost $50.88 Unrealized
TMUS T-MOBILE US INC 0.5%
Value ($000) $3,558 Shares 17,525 Est. Cost $211.32 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,500 Shares 16,911 Est. Cost $197.01 Unrealized 0.0%
HLN HALEON PLC 0.5%
Value ($000) $3,461 Shares 342,380 Est. Cost $10.11 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.5%
Value ($000) $3,409 Shares 11,866 Est. Cost $272.20 Unrealized 0.0%
HEI/A HEICO CORP NEW 0.5%
Value ($000) $3,389 Shares 13,426 Est. Cost $246.96 Unrealized 0.0%
SRE SEMPRA 0.5%
Value ($000) $3,384 Shares 38,334 Est. Cost $90.54 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value ($000) $3,322 Shares 22,296 Est. Cost $135.64 Unrealized 0.0%
MET METLIFE INC 0.4%
Value ($000) $3,318 Shares 42,030 Est. Cost $78.93 Unrealized 0.0%
BN BROOKFIELD CORP 0.4%
Value ($000) $3,308 Shares 72,090 Est. Cost $45.55 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.4%
Value ($000) $3,259 Shares 2,451 Est. Cost $1310.75 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $3,253 Shares 11,217 Est. Cost $280.61 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.4%
Value ($000) $3,245 Shares 12,506 Est. Cost $277.29 Unrealized 0.0%
SBUX STARBUCKS CORP 0.4%
Value ($000) $3,135 Shares 37,229 Est. Cost $84.06 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $3,135 Shares 14,267 Est. Cost $212.55 Unrealized 0.0%
KKR KKR & CO INC 0.4%
Value ($000) $3,126 Shares 24,523 Est. Cost $124.29 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.4%
Value ($000) $3,113 Shares 17,171 Est. Cost $179.77 Unrealized 0.0%
NVS NOVARTIS AG 0.4%
Value ($000) $3,086 Shares 22,384 Est. Cost $137.87 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $3,049 Shares 16,625 Est. Cost $173.32 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $2,984 Shares 10,166 Est. Cost $288.43 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.4%
Value ($000) $2,950 Shares 32,091 Est. Cost $91.93 Unrealized
TEL TE CONNECTIVITY PLC 0.4%
Value ($000) $2,941 Shares 12,928 Est. Cost $231.27 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $2,887 Shares 5,063 Est. Cost $578.81 Unrealized 0.0%
HD HOME DEPOT INC 0.4%
Value ($000) $2,820 Shares 8,194 Est. Cost $364.59 Unrealized 0.0%
SEIC SEI INVTS CO 0.4%
Value ($000) $2,807 Shares 34,229 Est. Cost $81.71 Unrealized 0.0%
CVS CVS HEALTH CORP 0.4%
Value ($000) $2,769 Shares 34,895 Est. Cost $78.67 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $2,754 Shares 10,707 Est. Cost $264.83 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,677 Shares 15,248 Est. Cost $180.30 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,646 Shares 18,467 Est. Cost $147.17 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $2,630 Shares 12,600 Est. Cost $192.78 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $2,613 Shares 28,645 Est. Cost $97.70 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,597 Shares 8,766 Est. Cost $298.78 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $2,555 Shares 13,775 Est. Cost $186.43 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $2,531 Shares 49,842 Est. Cost $43.31 Unrealized 0.0%
DE DEERE & CO 0.3%
Value ($000) $2,504 Shares 5,379 Est. Cost $467.69 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,488 Shares 4,950 Est. Cost $497.53 Unrealized 0.0%
MKL MARKEL GROUP INC 0.3%
Value ($000) $2,485 Shares 1,156 Est. Cost $2025.92 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,424 Shares 2,811 Est. Cost $905.73 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $2,420 Shares 3,887 Est. Cost $621.36 Unrealized 0.0%
SPYG SPDR SERIES TRUST 0.3%
Value ($000) $2,307 Shares 21,623 Est. Cost $106.70 Unrealized
YUM YUM BRANDS INC 0.3%
Value ($000) $2,288 Shares 15,123 Est. Cost $147.67 Unrealized 0.0%
ILMN ILLUMINA INC 0.3%
Value ($000) $2,126 Shares 16,207 Est. Cost $117.40 Unrealized 0.0%
CBRE CBRE GROUP INC 0.3%
Value ($000) $2,105 Shares 13,091 Est. Cost $157.23 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT IN 0.3%
Value ($000) $2,080 Shares 14,596 Est. Cost $143.72 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $2,049 Shares 8,100 Est. Cost $252.92 Unrealized
CPRT COPART INC 0.3%
Value ($000) $2,042 Shares 52,167 Est. Cost $41.46 Unrealized 0.0%
XYZ BLOCK INC 0.2%
Value ($000) $1,813 Shares 27,847 Est. Cost $68.98 Unrealized 0.0%
BIPC BROOKFIELD INFRASTRUCTURE CO 0.2%
Value ($000) $1,801 Shares 39,667 Est. Cost $45.02 Unrealized 0.0%
WDAY WORKDAY INC 0.2%
Value ($000) $1,747 Shares 8,135 Est. Cost $227.21 Unrealized 0.0%
NKE NIKE INC 0.2%
Value ($000) $1,740 Shares 27,309 Est. Cost $64.91 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $1,713 Shares 10,923 Est. Cost $143.18 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,686 Shares 2,954 Est. Cost $558.95 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.2%
Value ($000) $1,637 Shares 5,641 Est. Cost $280.03 Unrealized 0.0%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $1,614 Shares 28,411 Est. Cost $56.81 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,600 Shares 27,400 Est. Cost $64.84 Unrealized 0.0%
DTE DTE ENERGY CO 0.2%
Value ($000) $1,592 Shares 12,345 Est. Cost $134.80 Unrealized 0.0%
BRO BROWN & BROWN INC 0.2%
Value ($000) $1,583 Shares 19,865 Est. Cost $83.36 Unrealized 0.0%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $1,468 Shares 21,836 Est. Cost $70.84 Unrealized 0.0%
PCG PG&E CORP 0.2%
Value ($000) $1,456 Shares 90,599 Est. Cost $15.92 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,431 Shares 4,336 Est. Cost $337.21 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $1,418 Shares 839 Est. Cost $1721.38 Unrealized 0.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,387 Shares 25,227 Est. Cost $52.67 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $1,367 Shares 1,555 Est. Cost $817.77 Unrealized 0.0%
BX BLACKSTONE INC 0.2%
Value ($000) $1,358 Shares 8,811 Est. Cost $151.46 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,329 Shares 7,479 Est. Cost $181.03 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $1,320 Shares 15,827 Est. Cost $76.31 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.2%
Value ($000) $1,294 Shares 14,158 Est. Cost $91.38 Unrealized
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $1,274 Shares 2,598 Est. Cost $473.82 Unrealized 0.0%
LEN LENNAR CORP 0.2%
Value ($000) $1,269 Shares 12,344 Est. Cost $120.70 Unrealized 0.0%
VEEV VEEVA SYS INC 0.2%
Value ($000) $1,268 Shares 5,680 Est. Cost $265.35 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $1,268 Shares 4,899 Est. Cost $264.22 Unrealized 0.0%
MSCI MSCI INC 0.2%
Value ($000) $1,267 Shares 2,208 Est. Cost $559.99 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,259 Shares 235 Est. Cost $5137.84 Unrealized 0.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $1,210 Shares 1,126 Est. Cost $955.55 Unrealized 0.0%
IDXX IDEXX LABS INC 0.2%
Value ($000) $1,206 Shares 1,782 Est. Cost $681.02 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1,205 Shares 2,706 Est. Cost $462.16 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,188 Shares 3,910 Est. Cost $303.89 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,136 Shares 1,812 Est. Cost $627.00 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,133 Shares 10,167 Est. Cost $107.20 Unrealized 0.0%
IJH ISHARES TR 0.2%
Value ($000) $1,121 Shares 16,986 Est. Cost $66.00 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $1,111 Shares 12,873 Est. Cost $86.27 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,099 Shares 3,278 Est. Cost $335.29 Unrealized
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $1,082 Shares 3,028 Est. Cost $353.69 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $1,060 Shares 6,901 Est. Cost $147.70 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,056 Shares 1,718 Est. Cost $614.43 Unrealized
EQT EQT CORP 0.1%
Value ($000) $979 Shares 18,268 Est. Cost $56.13 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $966 Shares 2,127 Est. Cost $476.40 Unrealized 0.0%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $953 Shares 2,286 Est. Cost $415.46 Unrealized 0.0%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $914 Shares 10,000 Est. Cost $91.40 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $887 Shares 9,008 Est. Cost $98.51 Unrealized
SNOW SNOWFLAKE INC 0.1%
Value ($000) $881 Shares 4,017 Est. Cost $244.09 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $854 Shares 5,281 Est. Cost $154.95 Unrealized 0.0%
KLAC KLA CORP 0.1%
Value ($000) $793 Shares 653 Est. Cost $1171.91 Unrealized 0.0%
CCC CCC INTELLIGENT SOLUTIONS HL 0.1%
Value ($000) $792 Shares 99,677 Est. Cost $8.13 Unrealized 0.0%
SONY SONY GROUP CORP 0.1%
Value ($000) $789 Shares 30,830 Est. Cost $25.60 Unrealized
FND FLOOR & DECOR HLDGS INC 0.1%
Value ($000) $782 Shares 12,849 Est. Cost $64.82 Unrealized 0.0%
H HYATT HOTELS CORP 0.1%
Value ($000) $768 Shares 4,791 Est. Cost $153.12 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $766 Shares 2,072 Est. Cost $356.97 Unrealized 0.0%
ENTG ENTEGRIS INC 0.1%
Value ($000) $762 Shares 9,041 Est. Cost $86.76 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value ($000) $753 Shares 1,099 Est. Cost $684.94 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $722 Shares 10,770 Est. Cost $64.54 Unrealized 0.0%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $721 Shares 11,409 Est. Cost $63.18 Unrealized
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $711 Shares 14,894 Est. Cost $45.81 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $700 Shares 9,083 Est. Cost $73.79 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $698 Shares 17,393 Est. Cost $42.03 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $686 Shares 2,039 Est. Cost $340.86 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $680 Shares 2,975 Est. Cost $227.54 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $676 Shares 6,419 Est. Cost $93.24 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $665 Shares 7,771 Est. Cost $79.68 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $661 Shares 6,896 Est. Cost $91.50 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $659 Shares 1,405 Est. Cost $509.22 Unrealized 0.0%
IWV ISHARES TR 0.1%
Value ($000) $654 Shares 1,690 Est. Cost $386.85 Unrealized
CLS CELESTICA INC 0.1%
Value ($000) $646 Shares 2,186 Est. Cost $301.37 Unrealized 0.0%
BEPC BROOKFIELD RENEWABLE CORP 0.1%
Value ($000) $646 Shares 16,851 Est. Cost $39.99 Unrealized 0.0%
URI UNITED RENTALS INC 0.1%
Value ($000) $646 Shares 798 Est. Cost $867.08 Unrealized 0.0%
BLK BLACKROCK INC 0.1%
Value ($000) $636 Shares 594 Est. Cost $1089.41 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $601 Shares 1,716 Est. Cost $340.09 Unrealized 0.0%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $593 Shares 12,658 Est. Cost $46.86 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $589 Shares 25,574 Est. Cost $23.02 Unrealized
AME AMETEK INC 0.1%
Value ($000) $572 Shares 2,787 Est. Cost $194.36 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.1%
Value ($000) $547 Shares 34,501 Est. Cost $15.86 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $541 Shares 3,087 Est. Cost $172.81 Unrealized 0.0%
WAT WATERS CORP 0.1%
Value ($000) $534 Shares 1,407 Est. Cost $367.96 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $533 Shares 3,178 Est. Cost $172.31 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $521 Shares 3,556 Est. Cost $146.58 Unrealized
SPMB SPDR SERIES TRUST 0.1%
Value ($000) $512 Shares 22,837 Est. Cost $22.42 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $509 Shares 2,235 Est. Cost $212.34 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $493 Shares 2,678 Est. Cost $201.75 Unrealized 0.0%
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $490 Shares 5,303 Est. Cost $92.43 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $489 Shares 5,757 Est. Cost $87.46 Unrealized 0.0%
MCO MOODYS CORP 0.1%
Value ($000) $486 Shares 951 Est. Cost $487.35 Unrealized 0.0%
PRM PERIMETER SOLUTIONS INC 0.1%
Value ($000) $486 Shares 17,643 Est. Cost $25.26 Unrealized 0.0%
QGRO AMERICAN CENTY ETF TR 0.1%
Value ($000) $484 Shares 4,226 Est. Cost $114.53 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.1%
Value ($000) $483 Shares 9,215 Est. Cost $53.47 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $482 Shares 1,474 Est. Cost $315.95 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $476 Shares 4,077 Est. Cost $103.64 Unrealized 0.0%
USB US BANCORP DEL 0.1%
Value ($000) $463 Shares 8,672 Est. Cost $48.72 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value ($000) $453 Shares 1,724 Est. Cost $265.71 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $449 Shares 9,034 Est. Cost $49.65 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $442 Shares 1,931 Est. Cost $219.54 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $441 Shares 5,401 Est. Cost $90.05 Unrealized 0.0%
SKYX SKYX PLATFORMS CORP 0.1%
Value ($000) $441 Shares 203,000 Est. Cost $1.78 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $440 Shares 16,004 Est. Cost $26.91 Unrealized 0.0%
MDYV SPDR SERIES TRUST 0.1%
Value ($000) $438 Shares 5,176 Est. Cost $84.65 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $435 Shares 926 Est. Cost $444.23 Unrealized 0.0%
ITA ISHARES TR 0.1%
Value ($000) $429 Shares 2,000 Est. Cost $214.69 Unrealized
APPF APPFOLIO INC 0.1%
Value ($000) $419 Shares 1,799 Est. Cost $237.64 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $413 Shares 8,864 Est. Cost $46.59 Unrealized
FWONA LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $411 Shares 4,599 Est. Cost $89.38 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $400 Shares 784 Est. Cost $526.90 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $399 Shares 4,682 Est. Cost $82.07 Unrealized 0.0%
ROST ROSS STORES INC 0.1%
Value ($000) $399 Shares 2,214 Est. Cost $166.60 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $399 Shares 16,009 Est. Cost $25.03 Unrealized 0.0%
ALC ALCON AG 0.1%
Value ($000) $389 Shares 4,941 Est. Cost $77.00 Unrealized 0.0%
CWAN CLEARWATER ANALYTICS HLDGS I 0.1%
Value ($000) $389 Shares 16,142 Est. Cost $20.03 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $385 Shares 1,435 Est. Cost $254.06 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $381 Shares 2,658 Est. Cost $143.52 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $381 Shares 5,154 Est. Cost $78.29 Unrealized 0.0%
SLYV SPDR SERIES TRUST 0.1%
Value ($000) $378 Shares 4,160 Est. Cost $90.97 Unrealized
INTU INTUIT 0.1%
Value ($000) $378 Shares 570 Est. Cost $660.69 Unrealized 0.0%
PCOR PROCORE TECHNOLOGIES INC 0.1%
Value ($000) $377 Shares 5,180 Est. Cost $73.96 Unrealized 0.0%
RYAN RYAN SPECIALTY HOLDINGS INC 0.1%
Value ($000) $374 Shares 7,251 Est. Cost $54.85 Unrealized 0.0%
SHYG ISHARES TR 0.1%
Value ($000) $374 Shares 8,727 Est. Cost $42.87 Unrealized
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $369 Shares 3,919 Est. Cost $94.19 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $359 Shares 3,852 Est. Cost $86.63 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $358 Shares 4,408 Est. Cost $70.40 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $357 Shares 1,143 Est. Cost $326.31 Unrealized 0.0%
WRB BERKLEY W R CORP 0.0%
Value ($000) $354 Shares 5,043 Est. Cost $72.74 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $348 Shares 6,358 Est. Cost $54.77 Unrealized
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $348 Shares 10,044 Est. Cost $32.13 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $346 Shares 394 Est. Cost $813.35 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $344 Shares 13,086 Est. Cost $25.10 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value ($000) $342 Shares 3,291 Est. Cost $108.25 Unrealized 0.0%
ATS ATS CORPORATION 0.0%
Value ($000) $338 Shares 12,264 Est. Cost $26.71 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $337 Shares 1,312 Est. Cost $239.49 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $337 Shares 1,506 Est. Cost $225.29 Unrealized 0.0%
DGRW WISDOMTREE TR 0.0%
Value ($000) $336 Shares 3,759 Est. Cost $89.43 Unrealized
ATEC ALPHATEC HLDGS INC 0.0%
Value ($000) $335 Shares 15,921 Est. Cost $18.51 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $334 Shares 640 Est. Cost $494.21 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $333 Shares 3,462 Est. Cost $97.14 Unrealized 0.0%
TTE TOTALENERGIES SE 0.0%
Value ($000) $332 Shares 5,073 Est. Cost $63.23 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $332 Shares 310 Est. Cost $1069.86 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $331 Shares 2,537 Est. Cost $133.18 Unrealized 0.0%
GKOS GLAUKOS CORP 0.0%
Value ($000) $320 Shares 2,830 Est. Cost $95.54 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $319 Shares 1,324 Est. Cost $239.83 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $318 Shares 4,993 Est. Cost $61.35 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $318 Shares 7,808 Est. Cost $40.48 Unrealized 0.0%
GTLB GITLAB INC 0.0%
Value ($000) $307 Shares 8,186 Est. Cost $43.29 Unrealized 0.0%
EXPO EXPONENT INC 0.0%
Value ($000) $306 Shares 4,411 Est. Cost $70.04 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $300 Shares 1,050 Est. Cost $229.35 Unrealized 0.0%
TOST TOAST INC 0.0%
Value ($000) $300 Shares 8,436 Est. Cost $36.05 Unrealized 0.0%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $291 Shares 10,976 Est. Cost $26.47 Unrealized
ARHS ARHAUS INC 0.0%
Value ($000) $290 Shares 25,843 Est. Cost $10.38 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $290 Shares 3,459 Est. Cost $83.75 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $283 Shares 1,419 Est. Cost $199.68 Unrealized
AMSF AMERISAFE INC 0.0%
Value ($000) $281 Shares 7,303 Est. Cost $39.27 Unrealized 0.0%
FROG JFROG LTD 0.0%
Value ($000) $277 Shares 4,429 Est. Cost $56.87 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $276 Shares 2,182 Est. Cost $124.81 Unrealized 0.0%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $276 Shares 4,638 Est. Cost $59.54 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $273 Shares 2,172 Est. Cost $127.92 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $269 Shares 3,355 Est. Cost $82.50 Unrealized 0.0%
HLIO HELIOS TECHNOLOGIES INC 0.0%
Value ($000) $269 Shares 5,030 Est. Cost $53.90 Unrealized 0.0%
BL BLACKLINE INC 0.0%
Value ($000) $264 Shares 4,766 Est. Cost $55.08 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $255 Shares 1,996 Est. Cost $123.86 Unrealized 0.0%
LLYVK LIBERTY LIVE HOLDINGS INC 0.0%
Value ($000) $242 Shares 2,912 Est. Cost $85.87 Unrealized 0.0%
AZZ AZZ INC 0.0%
Value ($000) $238 Shares 2,220 Est. Cost $103.44 Unrealized 0.0%
GGG GRACO INC 0.0%
Value ($000) $237 Shares 2,888 Est. Cost $81.95 Unrealized 0.0%
HAYW HAYWARD HLDGS INC 0.0%
Value ($000) $237 Shares 15,310 Est. Cost $15.81 Unrealized 0.0%
VCYT VERACYTE INC 0.0%
Value ($000) $235 Shares 5,583 Est. Cost $40.31 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $235 Shares 286 Est. Cost $815.57 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $234 Shares 2,501 Est. Cost $90.02 Unrealized 0.0%
AAON AAON INC 0.0%
Value ($000) $234 Shares 3,069 Est. Cost $92.29 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $231 Shares 1,440 Est. Cost $153.57 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $228 Shares 788 Est. Cost $261.56 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $226 Shares 5,168 Est. Cost $43.64 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $225 Shares 1,151 Est. Cost $195.03 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $220 Shares 5,326 Est. Cost $34.79 Unrealized 0.0%
NOVT NOVANTA INC 0.0%
Value ($000) $210 Shares 1,766 Est. Cost $113.88 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $208 Shares 856 Est. Cost $242.91 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $207 Shares 2,073 Est. Cost $94.74 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $207 Shares 522 Est. Cost $396.31 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $205 Shares 4,379 Est. Cost $46.92 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $205 Shares 810 Est. Cost $254.62 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $204 Shares 3,371 Est. Cost $60.61 Unrealized
UWMC UWM HOLDINGS CORPORATION 0.0%
Value ($000) $132 Shares 30,025 Est. Cost $5.38 Unrealized 0.0%
SAN BANCO SANTANDER SA 0.0%
Value ($000) $118 Shares 10,095 Est. Cost $11.73 Unrealized
HMR HEIDMAR MARITIME HLDGS CORP 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $1.16 Unrealized 0.0%