$110 Million is the total value of Riverview Trust Co's 678 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 23.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Sell | iShares Core MSCI EAFE ETF | $10,835,573 | -2.6% | 160,527 | -3.6% | 9.82% | -4.0% |
| AAPL | Sell | Apple Inc | $8,578,129 | +8.9% | 44,224 | -7.4% | 7.78% | +7.4% |
| MSFT | Sell | Microsoft Corp | $4,612,614 | +11.9% | 13,545 | -5.3% | 4.18% | +10.3% |
| AGG | iShares Core US Aggregate Bond ETF | $4,549,875 | -1.7% | 46,451 | 0.0% | 4.12% | -3.1% | |
| VNQ | Sell | Vanguard Real Estate Index ETF | $3,743,488 | +0.5% | 44,800 | -0.1% | 3.39% | -0.8% |
| VV | Vanguard Large Cap Index Fund ETF | $2,974,916 | +8.5% | 14,675 | 0.0% | 2.70% | +7.0% | |
| MRK | Sell | Merck & Co Inc | $2,940,137 | +1.4% | 25,480 | -6.6% | 2.66% | -0.0% |
| JPM | Sell | JPMorgan Chase & Co | $2,372,854 | -0.4% | 16,315 | -10.8% | 2.15% | -1.8% |
| AMZN | Sell | Amazon.com Inc | $2,319,887 | +7.0% | 17,796 | -15.2% | 2.10% | +5.5% |
| GOOG | Sell | Alphabet Inc C | $2,293,591 | +4.4% | 18,960 | -10.2% | 2.08% | +3.0% |
| FB | Meta Platforms Inc Cl A | $2,059,655 | +35.4% | 7,177 | 0.0% | 1.87% | +33.5% | |
| VOO | Sell | Vanguard S&P 500 ETF | $1,636,451 | +8.1% | 4,018 | -0.1% | 1.48% | +6.6% |
| ABT | Abbott Laboratories | $1,456,616 | +7.7% | 13,361 | 0.0% | 1.32% | +6.1% | |
| INTC | Intel Corp | $1,454,105 | +2.4% | 43,484 | 0.0% | 1.32% | +0.9% | |
| MNST | Monster Beverage Corp | $1,334,791 | +6.4% | 23,238 | 0.0% | 1.21% | +4.9% | |
| JNJ | Sell | Johnson & Johnson | $1,333,926 | -3.1% | 8,059 | -9.2% | 1.21% | -4.4% |
| UNH | UnitedHealth Group, Inc. | $1,263,603 | +1.7% | 2,629 | 0.0% | 1.14% | +0.3% | |
| CSCO | Cisco Systems Inc | $1,228,877 | -1.0% | 23,751 | 0.0% | 1.11% | -2.4% | |
| LLY | Eli Lilly and Co | $1,208,561 | +36.6% | 2,577 | 0.0% | 1.10% | +34.7% | |
| AMP | AMERIPRISE FINL INC COM | $1,032,353 | +8.4% | 3,108 | 0.0% | 0.94% | +6.8% | |
| ABBV | Sell | AbbVie Inc | $1,028,664 | -17.4% | 7,635 | -2.3% | 0.93% | -18.6% |
| DE | Deere & Co | $1,020,268 | -1.9% | 2,518 | 0.0% | 0.92% | -3.2% | |
| BKNG | Booking Holdings Inc | $1,018,024 | +1.8% | 377 | 0.0% | 0.92% | +0.4% | |
| TGT | Sell | Target Corp | $973,422 | -26.1% | 7,380 | -7.2% | 0.88% | -27.2% |
| LOW | Lowe's Companies Inc | $927,176 | +12.9% | 4,108 | 0.0% | 0.84% | +11.3% | |
| GOOGL | Sell | Alphabet Inc A | $880,034 | -4.7% | 7,352 | -17.4% | 0.80% | -6.0% |
| KLAC | Kla-Tencor Corp Com | $862,851 | +21.5% | 1,779 | 0.0% | 0.78% | +19.8% | |
| BLK | Buy | BlackRock Inc | $789,282 | +3.5% | 1,142 | +0.2% | 0.72% | +2.0% |
| CRM | Sell | Salesforce Inc. | $782,930 | +3.8% | 3,706 | -1.9% | 0.71% | +2.3% |
| ETN | Eaton Corp PLC Shs | $780,670 | +17.4% | 3,882 | 0.0% | 0.71% | +15.9% | |
| AVGO | Broadcom Inc | $732,978 | +35.2% | 845 | 0.0% | 0.66% | +33.3% | |
| ITW | Sell | Illinois Tool Works Inc | $705,201 | +0.3% | 2,819 | -2.4% | 0.64% | -1.1% |
| PFE | Sell | Pfizer Inc | $654,665 | -21.8% | 17,848 | -13.0% | 0.59% | -22.9% |
| PEP | Sell | PepsiCo Inc | $653,456 | -17.4% | 3,528 | -18.7% | 0.59% | -18.7% |
| CVS | Buy | CVS Health Corp | $651,965 | -4.0% | 9,431 | +3.2% | 0.59% | -5.3% |
| CME | CME Group Inc.Com Cl A | $627,763 | -3.3% | 3,388 | 0.0% | 0.57% | -4.5% | |
| BRKB | Berkshire Hathaway Inc B | $617,551 | +10.4% | 1,811 | 0.0% | 0.56% | +8.9% | |
| NVDA | Buy | Nvidia Corporation | $582,076 | +95.1% | 1,376 | +28.1% | 0.53% | +92.7% |
| PG | Sell | Procter & Gamble Co | $581,619 | -30.8% | 3,833 | -32.2% | 0.53% | -31.7% |
| MCD | Sell | McDonald's Corp | $555,341 | -23.7% | 1,861 | -28.5% | 0.50% | -24.8% |
| COST | Buy | Costco Wholesale Corp | $521,690 | +12.1% | 969 | +3.4% | 0.47% | +10.5% |
| BRKA | Berkshire Hathaway Inc A | $517,810 | +11.2% | 1 | 0.0% | 0.47% | +9.6% | |
| COP | Buy | ConocoPhillips | $482,305 | +35.2% | 4,655 | +29.4% | 0.44% | +33.2% |
| EEM | Sell | iShares MSCI Emerging Markets ETF | $461,349 | -16.5% | 11,662 | -16.7% | 0.42% | -17.7% |
| V | Sell | Visa Inc Class A | $447,887 | +0.8% | 1,886 | -4.3% | 0.41% | -0.5% |
| PAYX | Buy | Paychex Inc | $425,777 | -1.9% | 3,806 | +0.4% | 0.39% | -3.3% |
| TSLA | Buy | Tesla Inc | $424,853 | +40.4% | 1,623 | +11.2% | 0.38% | +38.5% |
| BA | Buy | Boeing Co | $397,825 | +4.2% | 1,884 | +4.8% | 0.36% | +2.8% |
| PEG | Public Service Enterprise Group Inc | $392,001 | +0.3% | 6,261 | 0.0% | 0.36% | -1.1% | |
| STZ | Constellation Brands Inc A | $388,147 | +9.0% | 1,577 | 0.0% | 0.35% | +7.6% | |
| NVS | Sell | Novartis AG Sponsored ADR | $379,724 | +6.4% | 3,763 | -3.0% | 0.34% | +4.9% |
| XOM | Exxon Mobil Corp | $367,546 | -2.2% | 3,427 | 0.0% | 0.33% | -3.5% | |
| CPRT | Copart Inc Com | $363,016 | +21.3% | 3,980 | 0.0% | 0.33% | +19.6% | |
| ODFL | Old Dominion Freight Lines Inc Com | $358,658 | +8.5% | 970 | 0.0% | 0.32% | +6.9% | |
| FBHS | Fortune Brands Innovations Inc Com | $334,639 | +22.5% | 4,651 | 0.0% | 0.30% | +20.7% | |
| SBUX | Starbucks Corp | $325,808 | -4.9% | 3,289 | 0.0% | 0.30% | -6.3% | |
| CVX | Chevron Corp | $302,269 | -3.6% | 1,921 | 0.0% | 0.27% | -4.9% | |
| SNPS | Sell | Synopsys Inc Com | $302,175 | +10.3% | 694 | -2.1% | 0.27% | +8.7% |
| ALGN | Buy | ALIGN TECHNOLOGY INC COM | $300,948 | +11.9% | 851 | +5.7% | 0.27% | +10.5% |
| LMT | Lockheed Martin Corp Com | $301,549 | -2.6% | 655 | 0.0% | 0.27% | -4.2% | |
| HD | Sell | The Home Depot Inc | $292,934 | +2.6% | 943 | -2.5% | 0.26% | +1.1% |
| BMY | Sell | Bristol-Myers Squibb Company | $292,443 | -21.4% | 4,573 | -14.8% | 0.26% | -22.5% |
| BDX | Sell | Becton, Dickinson and Co | $288,563 | -24.5% | 1,093 | -29.2% | 0.26% | -25.4% |
| RY | Royal Bank of Canada | $280,895 | -0.1% | 2,941 | 0.0% | 0.26% | -1.2% | |
| COF | Sell | Capital One Financial Corp | $277,909 | +7.8% | 2,541 | -5.2% | 0.25% | +6.3% |
| MA | Mastercard Incorporated Cl A | $277,670 | +8.2% | 706 | 0.0% | 0.25% | +6.8% | |
| DD | Dupont De Nemours Inc Com | $271,615 | -0.5% | 3,802 | 0.0% | 0.25% | -2.0% | |
| STX | Seagate Technology Hldngs PLC ADR | $268,392 | -6.4% | 4,338 | 0.0% | 0.24% | -8.0% | |
| VTI | Vanguard Total Stock Market ETF | $256,626 | +7.9% | 1,165 | 0.0% | 0.23% | +6.4% | |
| GILD | Gilead Sciences Inc | $256,181 | -7.1% | 3,324 | 0.0% | 0.23% | -8.3% | |
| ADBE | Adobe Inc | $252,808 | +26.9% | 517 | 0.0% | 0.23% | +25.1% | |
| RTX | RTX CORPORATION | $250,974 | +0.0% | 2,562 | 0.0% | 0.23% | -1.7% | |
| CMCSA | Comcast Corp Class A | $244,065 | +9.6% | 5,874 | 0.0% | 0.22% | +7.8% | |
| UL | Unilever Plc Spon Adr New | $233,021 | +0.4% | 4,470 | 0.0% | 0.21% | -0.9% | |
| DLR | Digital Rlty Tr Inc | $231,612 | +15.8% | 2,034 | 0.0% | 0.21% | +14.1% | |
| WMT | Sell | Wal-Mart Inc | $231,369 | +5.3% | 1,472 | -1.2% | 0.21% | +4.0% |
| QCOM | Sell | Qualcomm Inc | $219,510 | -53.3% | 1,844 | -49.9% | 0.20% | -53.9% |
| CTVA | Sell | Corteva Inc Com | $216,193 | -15.0% | 3,773 | -10.5% | 0.20% | -16.2% |
| CDW | CDW Corp Com | $214,695 | -5.8% | 1,170 | 0.0% | 0.20% | -7.1% | |
| RVSB | New | Riverview Bancorp Inc | $214,961 | – | 42,651 | +100.0% | 0.20% | – |
| MMC | Marsh & McLennan Companies Inc | $211,590 | +12.9% | 1,125 | 0.0% | 0.19% | +11.6% | |
| T | AT&T Inc | $209,854 | -17.1% | 13,157 | 0.0% | 0.19% | -18.5% | |
| DTE | DTE Energy Co | $207,498 | +0.4% | 1,886 | 0.0% | 0.19% | -1.1% | |
| VZ | Sell | Verizon Communications Inc | $206,516 | -35.1% | 5,553 | -32.1% | 0.19% | -36.0% |
| NEE | Sell | NextEra Energy Inc | $206,721 | -60.9% | 2,786 | -59.3% | 0.19% | -61.4% |
| FDX | FedEx Corp | $206,005 | +8.5% | 831 | 0.0% | 0.19% | +6.9% | |
| USB | Buy | US Bancorp | $202,370 | -2.2% | 6,125 | +6.7% | 0.18% | -3.7% |
| IBM | Sell | International Business Machines Corp | $201,785 | -27.5% | 1,508 | -28.9% | 0.18% | -28.5% |
| TMO | Thermo Fisher Scientific, Inc. | $200,352 | -9.5% | 384 | 0.0% | 0.18% | -10.3% | |
| Sell | Linde Plc ADR | $199,686 | -42.9% | 524 | -46.7% | 0.18% | -43.6% | |
| GS | Goldman Sachs Group Inc | $197,394 | -1.4% | 612 | 0.0% | 0.18% | -2.7% | |
| DOW | Sell | Dow Inc Com | $197,115 | -13.3% | 3,701 | -10.7% | 0.18% | -14.4% |
| TDY | Teledyne Technologies Inc Com | $186,233 | -8.1% | 453 | 0.0% | 0.17% | -9.1% | |
| MSI | Motorola Solutions Inc | $181,834 | +2.5% | 620 | 0.0% | 0.16% | +1.2% | |
| UNP | Sell | Union Pacific Corp | $175,564 | -1.4% | 858 | -3.1% | 0.16% | -3.0% |
| BSX | Boston Scientific Corp Com | $173,142 | +8.1% | 3,201 | 0.0% | 0.16% | +6.8% | |
| ISRG | Intuitive Surgical Inc | $169,602 | +33.8% | 496 | 0.0% | 0.15% | +32.8% | |
| PRI | Primerica Inc Com | $163,152 | +14.8% | 825 | 0.0% | 0.15% | +13.0% | |
| ORCL | Oracle Corp | $163,153 | +28.2% | 1,370 | 0.0% | 0.15% | +26.5% | |
| POOL | Pool Corporation Com | $158,847 | +9.4% | 424 | 0.0% | 0.14% | +8.3% | |
| XEL | Xcel Energy Inc | $158,098 | -7.8% | 2,543 | 0.0% | 0.14% | -9.5% | |
| EQIX | Equinix Inc Com Par | $155,220 | +8.7% | 198 | 0.0% | 0.14% | +7.6% | |
| ON | Sell | On Semiconductor Corp Com | $152,463 | +11.9% | 1,612 | -2.6% | 0.14% | +10.4% |
| SYK | Stryker Corporation | $149,189 | +6.9% | 489 | 0.0% | 0.14% | +5.5% | |
| CE | Celanese Corp Del Com Ser A | $146,603 | +6.3% | 1,266 | 0.0% | 0.13% | +4.7% | |
| GPC | Genuine Parts Co | $144,184 | +1.1% | 852 | 0.0% | 0.13% | 0.0% | |
| TFC | Truist Financial Corporation | $144,770 | -11.0% | 4,770 | 0.0% | 0.13% | -12.7% | |
| INTU | Intuit, Inc. | $143,413 | +2.8% | 313 | 0.0% | 0.13% | +1.6% | |
| MDT | Sell | Medtronic PLC | $138,846 | +2.5% | 1,576 | -6.2% | 0.13% | +1.6% |
| HPQ | HP Inc | $138,226 | +4.6% | 4,501 | 0.0% | 0.12% | +3.3% | |
| CAH | Cardinal Health Inc | $136,181 | +25.3% | 1,440 | 0.0% | 0.12% | +23.0% | |
| DVY | iShares Select Dividend ETF | $135,507 | -3.3% | 1,196 | 0.0% | 0.12% | -4.7% | |
| SO | Southern Co | $131,157 | +1.0% | 1,867 | 0.0% | 0.12% | 0.0% | |
| NFLX | Netflix Inc | $129,504 | +27.5% | 294 | 0.0% | 0.12% | +25.8% | |
| PNC | Buy | PNC Financial Services Group Inc | $129,477 | +2.4% | 1,028 | +3.3% | 0.12% | +0.9% |
| FISV | Fiserv Inc | $123,627 | +11.6% | 980 | 0.0% | 0.11% | +9.8% | |
| MS | Morgan Stanley | $121,439 | -2.7% | 1,422 | 0.0% | 0.11% | -4.3% | |
| GGG | Graco Inc Com | $120,890 | +18.3% | 1,400 | 0.0% | 0.11% | +17.0% | |
| DRI | Darden Restaurants Inc. | $120,298 | +7.7% | 720 | 0.0% | 0.11% | +5.8% | |
| FDS | Factset Resh Sys Inc Com | $120,596 | -3.5% | 301 | 0.0% | 0.11% | -5.2% | |
| MO | Altria Group Inc | $120,272 | +1.5% | 2,655 | 0.0% | 0.11% | 0.0% | |
| CAT | Caterpillar Inc | $119,334 | +7.5% | 485 | 0.0% | 0.11% | +5.9% | |
| ADP | Sell | Automatic Data Processing Inc | $118,906 | -52.1% | 541 | -51.5% | 0.11% | -52.6% |
| AMGN | Amgen Inc | $116,561 | -8.2% | 525 | 0.0% | 0.11% | -9.4% | |
| TMUS | T-Mobile US Inc | $117,371 | -4.1% | 845 | 0.0% | 0.11% | -5.4% | |
| WM | Waste Mgmt Inc | $117,059 | +6.3% | 675 | 0.0% | 0.11% | +5.0% | |
| NAC | Nuveen CA Quality Muni Income Fund | $115,883 | -0.8% | 10,612 | 0.0% | 0.10% | -1.9% | |
| BCE | BCE Inc Com New | $114,887 | +1.8% | 2,520 | 0.0% | 0.10% | 0.0% | |
| Shell Plc Spon ADS | $114,058 | +4.9% | 1,889 | 0.0% | 0.10% | +3.0% | ||
| SYY | Sysco Corp. | $112,932 | -3.9% | 1,522 | 0.0% | 0.10% | -5.6% | |
| AMD | Advanced Micro Devices Inc | $110,607 | +16.2% | 971 | 0.0% | 0.10% | +14.9% | |
| ALL | Sell | Allstate Corp | $109,694 | -21.8% | 1,006 | -20.5% | 0.10% | -23.3% |
| PSX | Buy | Phillips 66 | $106,730 | +78.4% | 1,119 | +89.7% | 0.10% | +76.4% |
| KO | Buy | Coca-Cola Co | $105,807 | +109.8% | 1,757 | +116.1% | 0.10% | +108.7% |
| JCI | Johnson Controls International PLC | $103,709 | +13.2% | 1,522 | 0.0% | 0.09% | +11.9% | |
| APH | Amphenol Corp New Cl A | $102,874 | +4.0% | 1,211 | 0.0% | 0.09% | +2.2% | |
| ABNB | Airbnb Inc | $101,503 | +3.0% | 792 | 0.0% | 0.09% | +1.1% | |
| FCX | FREEPORT-MCMORAN INC CL B | $101,080 | -2.2% | 2,527 | 0.0% | 0.09% | -3.2% | |
| MPWR | Monolithic Pwr Sys Inc | $101,023 | +7.9% | 187 | 0.0% | 0.09% | +7.0% | |
| ACN | New | Accenture PLC Ireland Class A ADR | $99,980 | – | 324 | +100.0% | 0.09% | – |
| WELL | Sell | Welltower Inc REIT | $100,465 | +4.4% | 1,242 | -7.5% | 0.09% | +3.4% |
| STT | State Street Corp | $100,769 | -3.3% | 1,377 | 0.0% | 0.09% | -5.2% | |
| CHD | Church & Dwight Inc | $98,125 | +13.4% | 979 | 0.0% | 0.09% | +11.2% | |
| APD | Air Prods Chems Inc | $96,748 | +4.3% | 323 | 0.0% | 0.09% | +3.5% | |
| ZTS | Zoetis Inc Cl A | $94,888 | +3.5% | 551 | 0.0% | 0.09% | +2.4% | |
| DHR | Buy | Danaher Corp. | $93,360 | +4.1% | 389 | +9.3% | 0.08% | +3.7% |
| RCL | Royal Caribbean Cruises LTD | $92,329 | +58.9% | 890 | 0.0% | 0.08% | +58.5% | |
| CDNS | Cadence Design System Inc | $93,104 | +11.6% | 397 | 0.0% | 0.08% | +9.1% | |
| ASH | Ashland Global Hldgs Inc Com | $91,951 | -15.4% | 1,058 | 0.0% | 0.08% | -17.0% | |
| SHW | Sherwin-Williams Co. | $91,339 | +18.1% | 344 | 0.0% | 0.08% | +16.9% | |
| PH | Parker Hannifin Corp Com | $88,149 | +16.0% | 226 | 0.0% | 0.08% | +14.3% | |
| MMM | Sell | 3M Co | $87,479 | -44.1% | 874 | -41.3% | 0.08% | -45.1% |
| NOW | Servicenow Inc | $83,734 | +20.9% | 149 | 0.0% | 0.08% | +18.8% | |
| UBER | Uber Technologies Inc | $83,534 | +36.2% | 1,935 | 0.0% | 0.08% | +35.7% | |
| AFL | Aflac Inc | $81,526 | +8.2% | 1,168 | 0.0% | 0.07% | +7.2% | |
| LHX | Buy | L3 Harris Technologies Inc Com | $80,853 | +21.2% | 413 | +21.5% | 0.07% | +19.7% |
| TTC | Toro Co Com | $79,897 | -8.6% | 786 | 0.0% | 0.07% | -10.0% | |
| CSX | Buy | CSX Corp | $79,419 | +41.5% | 2,329 | +24.2% | 0.07% | +38.5% |
| AXP | American Express Co | $78,390 | +5.6% | 450 | 0.0% | 0.07% | +4.4% | |
| PGR | Progressive Corp Ohio | $77,701 | -7.5% | 587 | 0.0% | 0.07% | -9.1% | |
| ED | CONSOLIDATED EDISON INC COM | $77,744 | -5.5% | 860 | 0.0% | 0.07% | -7.9% | |
| DAR | Darling Ingredients Inc Com | $74,826 | +9.2% | 1,173 | 0.0% | 0.07% | +7.9% | |
| MKTX | Marketaxess Hldgs Inc Com | $73,459 | -33.2% | 281 | 0.0% | 0.07% | -33.7% | |
| CI | CIGNA GROUP | $74,078 | +9.8% | 264 | 0.0% | 0.07% | +8.1% | |
| GM | General Mtrs Co Com | $72,107 | +5.1% | 1,870 | 0.0% | 0.06% | +3.2% | |
| PM | Buy | Philip Morris International Inc | $70,677 | +251.1% | 724 | +249.8% | 0.06% | +236.8% |
| DLTR | Dollar Tree Inc Com | $70,172 | -0.0% | 489 | 0.0% | 0.06% | -1.5% | |
| DOV | Dover Corp Com | $69,543 | -2.8% | 471 | 0.0% | 0.06% | -4.5% | |
| VRTX | Vertex Parmaceuticals Inc | $68,271 | +11.7% | 194 | 0.0% | 0.06% | +10.7% | |
| BAC | Buy | Bank of America Corporation | $68,053 | +14.3% | 2,372 | +14.0% | 0.06% | +12.7% |
| TJX | TJX Inc | $67,154 | +8.2% | 792 | 0.0% | 0.06% | +7.0% | |
| DIOD | Diodes Inc | $66,408 | -0.3% | 718 | 0.0% | 0.06% | -1.6% | |
| DIS | Sell | Walt Disney Co | $65,799 | -29.4% | 737 | -20.8% | 0.06% | -30.2% |
| MTCH | Buy | Match Group Inc New | $65,244 | +16.8% | 1,559 | +7.1% | 0.06% | +15.7% |
| CMI | Cummins Inc | $65,213 | +2.6% | 266 | 0.0% | 0.06% | +1.7% | |
| WFC | Sell | Wells Fargo & Co | $65,300 | -59.4% | 1,530 | -64.4% | 0.06% | -60.1% |
| WDAY | Workday Inc Cl A | $65,508 | +9.4% | 290 | 0.0% | 0.06% | +7.3% | |
| GPN | Global Payments Inc | $64,038 | -6.4% | 650 | 0.0% | 0.06% | -7.9% | |
| RBC | Regal Rexnord Corp Com | $63,715 | +9.4% | 414 | 0.0% | 0.06% | +7.4% | |
| KR | Buy | The Kroger Co | $63,732 | +38.7% | 1,356 | +45.6% | 0.06% | +38.1% |
| ABC | Amerisourcebergen Corp Com | $62,925 | +20.2% | 327 | 0.0% | 0.06% | +18.8% | |
| WBA | Buy | Walgreens Boots Alliance Inc | $63,048 | -4.4% | 2,213 | +16.0% | 0.06% | -6.6% |
| MSCI | MSCI Inc Cl A | $62,416 | -16.2% | 133 | 0.0% | 0.06% | -16.2% | |
| CTSH | Cognizant Technology Solutions Corp A | $63,060 | +7.1% | 966 | 0.0% | 0.06% | +5.6% | |
| SUB | iShares Short-Term National Muni Bd ETF | $61,280 | -0.6% | 589 | 0.0% | 0.06% | -1.8% | |
| SRE | Sempra Energy Com | $61,148 | -3.7% | 420 | 0.0% | 0.06% | -5.2% | |
| DOX | Amdocs Ltd | $60,397 | +2.9% | 611 | 0.0% | 0.06% | +1.9% | |
| F | Ford Motor Co | $58,129 | +20.1% | 3,842 | 0.0% | 0.05% | +20.5% | |
| IWR | iShares Russell Midcap Index ETF | $58,643 | +4.4% | 803 | 0.0% | 0.05% | +1.9% | |
| Constellation Energy Corp | $57,127 | +16.6% | 624 | 0.0% | 0.05% | +15.6% | ||
| OXY | Occidental Petroleum Corp | $57,389 | -5.8% | 976 | 0.0% | 0.05% | -7.1% | |
| KMI | Kinder Morgan Inc P | $56,017 | -1.7% | 3,253 | 0.0% | 0.05% | -1.9% | |
| SPOT | Spotify Technology SA | $55,229 | +20.2% | 344 | 0.0% | 0.05% | +19.0% | |
| CRL | Charles River Labs Intl Inc Com | $55,716 | +4.2% | 265 | 0.0% | 0.05% | +2.0% | |
| IVV | iShares Core S&P 500 ETF | $55,714 | +8.4% | 125 | 0.0% | 0.05% | +6.4% | |
| ANTM | Sell | Elevance Health Inc | $54,203 | -34.9% | 122 | -32.6% | 0.05% | -35.5% |
| Masterbrand Inc | $54,091 | +44.7% | 4,651 | 0.0% | 0.05% | +44.1% | ||
| MAS | Masco Corp | $54,454 | +15.4% | 949 | 0.0% | 0.05% | +14.0% | |
| REGN | Regeneron Pharmaceuticals | $53,172 | -12.6% | 74 | 0.0% | 0.05% | -14.3% | |
| MUB | iShares National Muni Bond ETF | $53,258 | -0.9% | 499 | 0.0% | 0.05% | -2.0% | |
| HCA | HCA Healthcare Inc | $52,806 | +15.1% | 174 | 0.0% | 0.05% | +14.3% | |
| RH | RH Com | $52,734 | +35.3% | 160 | 0.0% | 0.05% | +33.3% | |
| CARR | Sell | Carrier Global Corporation | $52,543 | -44.2% | 1,057 | -48.6% | 0.05% | -44.2% |
| C | Buy | Citigroup Inc | $51,749 | +279.3% | 1,124 | +286.3% | 0.05% | +261.5% |
| PZA | Invesco National AMT-Free Muni Bd ETF | $52,392 | -0.3% | 2,220 | 0.0% | 0.05% | -2.1% | |
| PNW | Pinnacle West Cap Corp Com | $50,668 | +2.8% | 622 | 0.0% | 0.05% | +2.2% | |
| PLD | Sell | Prologis Inc Com | $50,401 | -12.6% | 411 | -11.0% | 0.05% | -13.2% |
| LUV | Southwest Airlines Co | $50,332 | +11.3% | 1,390 | 0.0% | 0.05% | +9.5% | |
| D | Sell | Dominion Resources Inc | $49,149 | -43.1% | 949 | -38.6% | 0.04% | -43.0% |
| PWR | Quanta Svcs Inc | $50,095 | +17.9% | 255 | 0.0% | 0.04% | +15.4% | |
| VMW | VMware Inc Cl A Com | $49,717 | +15.1% | 346 | 0.0% | 0.04% | +12.5% | |
| JKHY | Henry Jack & Assoc Inc Com | $48,860 | +11.0% | 292 | 0.0% | 0.04% | +10.0% | |
| OGN | Organon & Co | $48,113 | -11.5% | 2,312 | 0.0% | 0.04% | -12.0% | |
| TEL | TE Connectivity Ltd | $46,954 | +6.9% | 335 | 0.0% | 0.04% | +7.5% | |
| HON | Buy | Honeywell International Inc | $46,065 | +60.7% | 222 | +48.0% | 0.04% | +61.5% |
| CB | Chubb Limited | $46,600 | -0.8% | 242 | 0.0% | 0.04% | -2.3% | |
| ADM | Archer-Daniels Midland Co | $46,696 | -5.1% | 618 | 0.0% | 0.04% | -6.7% | |
| TDG | Transdigm Group Inc | $45,603 | +21.3% | 51 | 0.0% | 0.04% | +17.1% | |
| FMC | FMC Corp Com New | $44,971 | -14.6% | 431 | 0.0% | 0.04% | -14.6% | |
| DASH | Doordash Inc Cl A | $44,629 | +20.2% | 584 | 0.0% | 0.04% | +17.6% | |
| NOC | Northrop Grumman Corp | $44,668 | -1.3% | 98 | 0.0% | 0.04% | -4.8% | |
| CLX | Clorox Co | $44,213 | +0.5% | 278 | 0.0% | 0.04% | 0.0% | |
| GIS | General Mills Inc Com | $42,569 | -10.2% | 555 | 0.0% | 0.04% | -11.4% | |
| AJG | Gallagher Arthur J & Co | $43,255 | +14.8% | 197 | 0.0% | 0.04% | +11.4% | |
| ATR | AptarGroup Inc Com | $43,448 | -2.0% | 375 | 0.0% | 0.04% | -4.9% | |
| SPGI | Buy | S&P Global Inc | $42,093 | +205.2% | 105 | +162.5% | 0.04% | +192.3% |
| HUBB | Hubbell Inc | $41,777 | +36.3% | 126 | 0.0% | 0.04% | +35.7% | |
| TT | Trane Technologies Plc | $42,077 | +4.0% | 220 | 0.0% | 0.04% | +2.7% | |
| HSY | Hershey Co | $40,701 | -1.9% | 163 | 0.0% | 0.04% | -2.6% | |
| CTAS | Cintas Corp | $41,258 | +7.4% | 83 | 0.0% | 0.04% | +5.7% | |
| HUM | Humana Inc | $39,347 | -7.9% | 88 | 0.0% | 0.04% | -7.7% | |
| RLI | RLI Corp Com | $39,986 | +2.7% | 293 | 0.0% | 0.04% | 0.0% | |
| MPC | Marathon Petroleum Corp | $39,644 | -13.5% | 340 | 0.0% | 0.04% | -14.3% | |
| GWW | Grainger W W Inc | $40,218 | +14.5% | 51 | 0.0% | 0.04% | +12.5% | |
| GSLC | Goldman Sachs ActiveBeta US Large Cap ETF | $40,245 | +7.5% | 461 | 0.0% | 0.04% | +5.9% | |
| BWXT | BWX Technologies Inc | $39,364 | +13.5% | 550 | 0.0% | 0.04% | +12.5% | |
| SCHW | Sell | Charles Schwab Corp | $40,073 | -55.8% | 707 | -59.2% | 0.04% | -56.6% |
| QQQ | Invesco QQQ Trust ETF | $40,267 | +15.1% | 109 | 0.0% | 0.04% | +12.5% | |
| VRSK | Verisk Analytics Inc | $38,425 | +17.8% | 170 | 0.0% | 0.04% | +16.7% | |
| FCNCA | First Citizens Bancshares, Inc (nc) | $38,504 | +31.9% | 30 | 0.0% | 0.04% | +29.6% | |
| MCK | McKesson Corp | $38,885 | +20.0% | 91 | 0.0% | 0.04% | +16.7% | |
| IWM | Sell | iShares Russell 2000 ETF | $38,765 | -21.3% | 207 | -25.0% | 0.04% | -22.2% |
| DCI | Donaldson Inc Com | $38,506 | -4.3% | 616 | 0.0% | 0.04% | -5.4% | |
| EBAY | Ebay Inc | $38,657 | +0.7% | 865 | 0.0% | 0.04% | 0.0% | |
| ALB | Albemarle Corp | $39,041 | +0.9% | 175 | 0.0% | 0.04% | -2.8% | |
| GLW | Corning Inc | $37,177 | -0.7% | 1,061 | 0.0% | 0.03% | 0.0% | |
| STLD | Steel Dynamics Inc | $36,818 | -3.7% | 338 | 0.0% | 0.03% | -5.7% | |
| Airsculpt Technologies Inc Com | $36,799 | +71.0% | 4,269 | 0.0% | 0.03% | +65.0% | ||
| ALGM | Allegro Microsystems Inc | $36,473 | -5.9% | 808 | 0.0% | 0.03% | -8.3% | |
| IEMG | Sell | iShares Core MSCI Emerging Markets ETF | $36,228 | -4.9% | 735 | -5.9% | 0.03% | -5.7% |
| WING | Wingstop Inc | $36,029 | +9.0% | 180 | 0.0% | 0.03% | +10.0% | |
| SHLS | Shoals Technologies Group Inc Cl A | $35,528 | +12.2% | 1,390 | 0.0% | 0.03% | +10.3% | |
| PPG | PPG Industries Inc | $35,295 | +11.0% | 238 | 0.0% | 0.03% | +10.3% | |
| QRVO | Qorvo Inc Com | $35,098 | +0.5% | 344 | 0.0% | 0.03% | 0.0% | |
| FSLR | First Solar Inc | $35,547 | -12.6% | 187 | 0.0% | 0.03% | -13.5% | |
| WY | Buy | Weyerhaeuser Co | $35,051 | +98.9% | 1,046 | +78.8% | 0.03% | +100.0% |
| SPY | SPDR S&P 500 ETF | $35,462 | +8.3% | 80 | 0.0% | 0.03% | +6.7% | |
| SNOW | Buy | Snowflake Inc Cl A | $34,140 | +123.5% | 194 | +96.0% | 0.03% | +121.4% |
| BX | Buy | Blackstone Inc Com | $34,120 | +68.9% | 367 | +59.6% | 0.03% | +63.2% |
| ORLY | O Reilly Automotive | $34,391 | +12.5% | 36 | 0.0% | 0.03% | +10.7% | |
| AN | Autonation Inc | $32,593 | +22.5% | 198 | 0.0% | 0.03% | +25.0% | |
| FIS | Sell | Fidelity Natl Information Svcs Com | $33,312 | -63.4% | 609 | -63.6% | 0.03% | -64.3% |
| VLO | Valero Energy Corp | $33,079 | -16.0% | 282 | 0.0% | 0.03% | -16.7% | |
| HES | Hess Corp | $31,676 | +2.7% | 233 | 0.0% | 0.03% | +3.6% | |
| MTSI | Macom Tech Solutions Hldgs Inc Com | $32,241 | -7.5% | 492 | 0.0% | 0.03% | -9.4% | |
| BG | Bunge Ltd | $31,890 | -1.2% | 338 | 0.0% | 0.03% | -3.3% | |
| CSGP | Costar Group Inc | $32,040 | +29.3% | 360 | 0.0% | 0.03% | +26.1% | |
| AZO | Autozone Inc | $32,414 | +1.4% | 13 | 0.0% | 0.03% | 0.0% | |
| IAC | IAC Interactive Corp New | $31,714 | +21.7% | 505 | 0.0% | 0.03% | +20.8% | |
| NKE | Sell | Nike Inc B | $32,338 | -42.9% | 293 | -36.6% | 0.03% | -44.2% |
| IEX | Idex Corp | $30,567 | -6.8% | 142 | 0.0% | 0.03% | -6.7% | |
| JLL | Sell | Jones Lang Lasalle Inc Com | $30,693 | -23.3% | 197 | -28.4% | 0.03% | -24.3% |
| Apollo Global Management Inc | $30,801 | +21.6% | 401 | 0.0% | 0.03% | +21.7% | ||
| RDFN | Redfin Corp/sh | $29,262 | +37.1% | 2,356 | 0.0% | 0.03% | +35.0% | |
| IJR | iShares Core S&P Small-Cap Index ETF | $29,596 | +3.1% | 297 | 0.0% | 0.03% | +3.8% | |
| AMCR | Amcor PLC ORD | $29,870 | -12.3% | 2,993 | 0.0% | 0.03% | -12.9% | |
| PFG | Principal Financial Group Inc | $30,033 | +2.0% | 396 | 0.0% | 0.03% | 0.0% | |
| BAH | Booz Allen Hamilton Hldg Corp Cl A | $29,016 | +20.4% | 260 | 0.0% | 0.03% | +18.2% | |
| SCHD | Schwab US Dividend Equity ETF | $29,048 | -0.7% | 400 | 0.0% | 0.03% | -3.7% | |
| LULU | Lululemon Athletica Inc | $28,388 | +3.9% | 75 | 0.0% | 0.03% | +4.0% | |
| UPS | Sell | United Parcel Service, Inc. | $28,501 | -33.5% | 159 | -28.1% | 0.03% | -33.3% |
| IDCC | Interdigital Inc Com | $27,806 | +32.4% | 288 | 0.0% | 0.02% | +31.6% | |
| AMT | New | American Tower Corp New Com | $27,152 | – | 140 | +100.0% | 0.02% | – |
| IUSB | iShares Core Total USD Bond Market ETF | $27,055 | -1.5% | 595 | 0.0% | 0.02% | 0.0% | |
| LSCC | Lattice Semiconductor Corp | $27,092 | +0.6% | 282 | 0.0% | 0.02% | 0.0% | |
| PRU | Buy | Prudential Financial Inc | $27,701 | +123.2% | 314 | +109.3% | 0.02% | +127.3% |
| HTLD | Heartland Express Inc | $27,995 | +3.1% | 1,706 | 0.0% | 0.02% | 0.0% | |
| LNG | Cheniere Energy Inc Com | $27,425 | -3.3% | 180 | 0.0% | 0.02% | -3.8% | |
| EFG | iShares MSCI EAFE Growth ETF | $28,051 | +1.8% | 294 | 0.0% | 0.02% | 0.0% | |
| PLTR | Palantir Technologies Inc | $27,916 | +81.4% | 1,821 | 0.0% | 0.02% | +78.6% | |
| MDB | Mongodb Inc | $27,947 | +76.3% | 68 | 0.0% | 0.02% | +66.7% | |
| W | Wayfair Inc Cl A | $26,004 | +89.3% | 400 | 0.0% | 0.02% | +84.6% | |
| WU | Buy | The Western Union Co | $26,533 | +132.2% | 2,262 | +120.7% | 0.02% | +118.2% |
| PYPL | Sell | Paypal Hldgs Inc Com | $27,026 | -23.8% | 405 | -13.3% | 0.02% | -27.3% |
| ETR | Entergy Corp New | $26,679 | -9.6% | 274 | 0.0% | 0.02% | -11.1% | |
| JBL | Jabil Circuit Inc | $26,983 | +22.4% | 250 | 0.0% | 0.02% | +20.0% | |
| ULTA | Ulta Beauty Inc Com | $26,824 | -13.8% | 57 | 0.0% | 0.02% | -17.2% | |
| SWAV | Shockwave Med Inc Com | $26,258 | +31.6% | 92 | 0.0% | 0.02% | +33.3% | |
| LKQ | LKQ Corp Com | $26,105 | +2.7% | 448 | 0.0% | 0.02% | +4.3% | |
| MRNA | Buy | Moderna Inc | $25,151 | +1.7% | 207 | +28.6% | 0.02% | 0.0% |
| VOT | Vanguard Index Fds ETF | $25,104 | +5.6% | 122 | 0.0% | 0.02% | +4.5% | |
| CHTR | Charter Communications Inc A | $24,981 | +2.7% | 68 | 0.0% | 0.02% | +4.5% | |
| THG | Sell | Hanover Ins Group Inc Com | $25,771 | -40.7% | 228 | -32.5% | 0.02% | -42.5% |
| FOUR | Shift4 Pmts Inc | $24,855 | -10.4% | 366 | 0.0% | 0.02% | -11.5% | |
| LVS | Las Vegas Sands Corp Com | $25,288 | +1.0% | 436 | 0.0% | 0.02% | 0.0% | |
| SGEN | Seagen Inc | $25,212 | -4.9% | 131 | 0.0% | 0.02% | -4.2% | |
| PTC | PTC Inc Com | $25,756 | +11.0% | 181 | 0.0% | 0.02% | +9.5% | |
| AGCO | Agco Corp | $24,313 | -2.8% | 185 | 0.0% | 0.02% | -4.3% | |
| PACW | Buy | Pacwest Bancorp Del Com | $23,774 | +355.9% | 2,917 | +444.2% | 0.02% | +340.0% |
| NCLH | Norwegian Cruise Line Hldg Ltd Com | $24,557 | +61.9% | 1,128 | 0.0% | 0.02% | +57.1% | |
| IRDM | Iridium Communications Inc | $24,103 | +0.3% | 388 | 0.0% | 0.02% | 0.0% | |
| AON | AON PLC A | $24,509 | +9.5% | 71 | 0.0% | 0.02% | +4.8% | |
| BFB | Brown Forman Corp Cl B | $24,375 | +3.9% | 365 | 0.0% | 0.02% | 0.0% | |
| COTY | Coty Inc | $23,781 | +1.9% | 1,935 | 0.0% | 0.02% | +4.8% | |
| LPLA | LPL Finl Hldgs Inc | $24,570 | +7.4% | 113 | 0.0% | 0.02% | +4.8% | |
| ABG | Asbury Automotive Group Inc | $23,561 | +14.5% | 98 | 0.0% | 0.02% | +10.5% | |
| LANC | Lancaster Colony Corp. | $23,326 | -0.9% | 116 | 0.0% | 0.02% | -4.5% | |
| TTD | The Trade Desk Inc Com Cl A | $23,707 | +26.8% | 307 | 0.0% | 0.02% | +23.5% | |
| HF Sinclair Corporation Com | $22,662 | -7.8% | 508 | 0.0% | 0.02% | -8.7% | ||
| HUBS | Hubspot Inc | $22,880 | +24.1% | 43 | 0.0% | 0.02% | +23.5% | |
| VNT | Vontier Corporation | $23,223 | +17.8% | 721 | 0.0% | 0.02% | +16.7% | |
| EPAM | Epam Sys Inc | $23,599 | -24.8% | 105 | 0.0% | 0.02% | -27.6% | |
| LEN | Lennar Corp | $22,681 | +19.2% | 181 | 0.0% | 0.02% | +23.5% | |
| BAX | Baxter Intl Inc Com | $22,780 | +12.3% | 500 | 0.0% | 0.02% | +10.5% | |
| SON | Sonoco Prods Co Com | $22,073 | -3.2% | 374 | 0.0% | 0.02% | -4.8% | |
| OC | Owens Corning New | $21,533 | +36.2% | 165 | 0.0% | 0.02% | +33.3% | |
| VSH | Vishay Intertechnology Inc | $21,580 | +30.0% | 734 | 0.0% | 0.02% | +33.3% | |
| WCC | Wesco Intl Inc | $21,666 | +15.9% | 121 | 0.0% | 0.02% | +17.6% | |
| PVH | PVH Corp | $21,837 | -4.7% | 257 | 0.0% | 0.02% | -4.8% | |
| HST | Host Hotels & Resorts Inc Com | $21,896 | +2.1% | 1,301 | 0.0% | 0.02% | 0.0% | |
| ICHR | Ichor Holdings | $21,525 | +14.5% | 574 | 0.0% | 0.02% | +17.6% | |
| MRO | Marathon Oil Corp | $22,099 | -3.9% | 960 | 0.0% | 0.02% | -4.8% | |
| ALGT | Allegiant Travel Co | $22,604 | +37.3% | 179 | 0.0% | 0.02% | +33.3% | |
| HYG | Ishares Tr Iboxx Hi Yd ETF | $22,521 | -0.6% | 300 | 0.0% | 0.02% | -4.8% | |
| ANET | Arista Networks Inc | $22,202 | -3.5% | 137 | 0.0% | 0.02% | -4.8% | |
| DHI | D R Horton Inc/sh Sh | $22,148 | +24.6% | 182 | 0.0% | 0.02% | +25.0% | |
| FIVE | Five Below Inc | $22,209 | -4.6% | 113 | 0.0% | 0.02% | -4.8% | |
| LENB | Lennar Corp Cl B | $22,257 | +26.5% | 197 | 0.0% | 0.02% | +25.0% | |
| FND | Floor & Decor Hldgs Inc | $20,480 | +5.8% | 197 | 0.0% | 0.02% | +5.6% | |
| FORM | Formfactor Inc | $20,772 | +7.4% | 607 | 0.0% | 0.02% | +5.6% | |
| RNR | Renaissancere Holdings Ltd | $20,704 | -6.9% | 111 | 0.0% | 0.02% | -5.0% | |
| BILL | New | Bill Com Hldgs Inc | $21,267 | – | 182 | +100.0% | 0.02% | – |
| LECO | Lincoln Elec Hldgs Inc | $20,459 | +17.5% | 103 | 0.0% | 0.02% | +18.8% | |
| ARES | Ares Management Corporation Cl A Com | $21,004 | +15.5% | 218 | 0.0% | 0.02% | +11.8% | |
| TXN | Sell | Texas Instruments Inc | $20,702 | -57.7% | 115 | -56.3% | 0.02% | -57.8% |
| AEIS | Advanced Energy Inds | $20,507 | +13.7% | 184 | 0.0% | 0.02% | +11.8% | |
| LII | Lennox Intl Inc | $21,195 | +29.8% | 65 | 0.0% | 0.02% | +26.7% | |
| ZG | Zillow Group Inc | $20,615 | +12.6% | 419 | 0.0% | 0.02% | +11.8% | |
| GNRC | New | Generac Hldgs Inc | $20,431 | – | 137 | +100.0% | 0.02% | – |
| DXCM | Dexcom Inc | $21,204 | +10.6% | 165 | 0.0% | 0.02% | +5.6% | |
| ROK | Rockwell Automation Inc | $21,085 | +12.3% | 64 | 0.0% | 0.02% | +11.8% | |
| LPRO | New | Open Lending Corp Cl A | $21,146 | – | 2,012 | +100.0% | 0.02% | – |
| MPW | New | Medical Pptys Trust Inc REIT | $20,428 | – | 2,206 | +100.0% | 0.02% | – |
| Z | Zillow Group Inc Cl C | $21,059 | +13.0% | 419 | 0.0% | 0.02% | +11.8% | |
| FIVN | New | Five9 Inc | $21,190 | – | 257 | +100.0% | 0.02% | – |
| Annaly Capital Management Inc Com New | $20,290 | +4.7% | 1,014 | 0.0% | 0.02% | 0.0% | ||
| MASI | Masimo Corp | $20,240 | -10.8% | 123 | 0.0% | 0.02% | -14.3% | |
| WST | West Pharmaceutical Svsc Inc | $19,888 | +10.4% | 52 | 0.0% | 0.02% | +5.9% | |
| AES | AES Corp | $20,129 | -13.9% | 971 | 0.0% | 0.02% | -14.3% | |
| ROST | Ross Stores Inc | $20,071 | +5.7% | 179 | 0.0% | 0.02% | +5.9% | |
| RS | Reliance Steel & Aluminum Co Com | $20,369 | +5.8% | 75 | 0.0% | 0.02% | 0.0% | |
| IPGP | IPG Photonics Corp | $20,373 | +10.1% | 150 | 0.0% | 0.02% | +5.9% | |
| IONS | Ionis Pharmaceuticals Inc Com | $19,530 | +14.8% | 476 | 0.0% | 0.02% | +12.5% | |
| H | Hyatt Hotels Corp | $19,479 | +2.5% | 170 | 0.0% | 0.02% | +5.9% | |
| BFAM | Bright Horizons Fam Sol In Del | $20,062 | +20.1% | 217 | 0.0% | 0.02% | +20.0% | |
| ACGL | Arch Cap Group Ltd | $20,060 | +10.3% | 268 | 0.0% | 0.02% | +5.9% | |
| DAL | Delta Air Lines Inc | $19,824 | +36.1% | 417 | 0.0% | 0.02% | +38.5% | |
| IR | Ingersoll Rand Inc | $19,739 | +12.3% | 302 | 0.0% | 0.02% | +12.5% | |
| DDOG | New | Datadog Inc Cl A Com | $20,365 | – | 207 | +100.0% | 0.02% | – |
| KLIC | Kulicke & Soffa Inds Inc | $19,500 | +12.8% | 328 | 0.0% | 0.02% | +12.5% | |
| LC | New | Lendingclub Corp Com New | $19,705 | – | 2,021 | +100.0% | 0.02% | – |
| DG | Sell | DOLLAR GEN CORP NEW COM | $19,864 | -67.5% | 117 | -59.7% | 0.02% | -67.9% |
| STIP | Sell | iShares 0-5 Year TIPS Bond ETF | $19,520 | -41.1% | 200 | -40.1% | 0.02% | -40.0% |
| HZNP | Horizon Pharma PLC | $19,336 | -5.8% | 188 | 0.0% | 0.02% | -5.3% | |
| OMCL | Omnicell Com | $20,038 | +25.6% | 272 | 0.0% | 0.02% | +20.0% | |
| PCAR | Paccar Inc | $19,323 | +14.3% | 231 | 0.0% | 0.02% | +12.5% | |
| RPD | Rapid7 Inc | $20,014 | -1.4% | 442 | 0.0% | 0.02% | -5.3% | |
| MLM | Martin Marietta Matls Inc | $19,853 | +30.0% | 43 | 0.0% | 0.02% | +28.6% | |
| VTRS | Viatris Inc | $18,483 | +3.7% | 1,852 | 0.0% | 0.02% | +6.2% | |
| SCCO | Southern Copper Corp Com | $18,365 | -5.9% | 256 | 0.0% | 0.02% | -5.6% | |
| PODD | Insulet Corp | $18,742 | -9.6% | 65 | 0.0% | 0.02% | -10.5% | |
| RE | EVEREST GROUP LTD | $18,802 | -4.5% | 55 | 0.0% | 0.02% | -5.6% | |
| BMRN | Biomarin Pharmaceutical Inc | $18,289 | -10.9% | 211 | 0.0% | 0.02% | -10.5% | |
| BWA | Borgwarner Inc Com | $18,341 | -0.4% | 375 | 0.0% | 0.02% | 0.0% | |
| SNA | Snap On Inc Com | $18,444 | +16.7% | 64 | 0.0% | 0.02% | +13.3% | |
| TTWO | Take-Two Interactive Software | $18,836 | +23.4% | 128 | 0.0% | 0.02% | +21.4% | |
| ASAN | Asana Inc Cl A | $19,065 | +4.3% | 865 | 0.0% | 0.02% | 0.0% | |
| LRCX | Lam Research Corp | $18,643 | +21.3% | 29 | 0.0% | 0.02% | +21.4% | |
| LAD | Lithia Mtrs Inc | $18,247 | +32.8% | 60 | 0.0% | 0.02% | +30.8% | |
| XYL | Xylem Inc | $18,244 | +7.6% | 162 | 0.0% | 0.02% | +6.2% | |
| MGM | MGM Mirage | $18,710 | -1.1% | 426 | 0.0% | 0.02% | 0.0% | |
| AEP | Sell | AMERICAN ELEC PWR INC COM | $18,945 | -54.2% | 225 | -50.5% | 0.02% | -55.3% |
| PINS | Pinterest Inc | $18,673 | +0.3% | 683 | 0.0% | 0.02% | 0.0% | |
| URI | United Rentals Inc Com | $19,151 | +12.5% | 43 | 0.0% | 0.02% | +6.2% | |
| RC | New | Ready Capital Corp Com | $18,339 | – | 1,626 | +100.0% | 0.02% | – |
| NVR | NVR Inc | $19,052 | +14.0% | 3 | 0.0% | 0.02% | +13.3% | |
| UNVR | Univar Solutions Inc | $18,493 | +2.3% | 516 | 0.0% | 0.02% | 0.0% | |
| DT | Dynatrace Inc | $18,735 | +21.7% | 364 | 0.0% | 0.02% | +21.4% | |
| AXTA | Axalta Coating Sys Ltd | $18,702 | +8.3% | 570 | 0.0% | 0.02% | +6.2% | |
| Buy | Digitalbridge Group Inc | $18,388 | +58.8% | 1,250 | +29.4% | 0.02% | +54.5% | |
| IQV | Iqvia Hldgs Inc | $19,105 | +13.0% | 85 | 0.0% | 0.02% | +6.2% | |
| CMG | Chipotle Mexican Grill Inc | $17,112 | +25.2% | 8 | 0.0% | 0.02% | +23.1% | |
| X | United States Stl Corp New | $17,832 | -4.2% | 713 | 0.0% | 0.02% | -5.9% | |
| CCOI | Cogent Communications Hldgs In | $18,168 | +5.6% | 270 | 0.0% | 0.02% | 0.0% | |
| PANW | New | Palo Alto Networks Inc | $17,886 | – | 70 | +100.0% | 0.02% | – |
| ANSS | Ansys Inc | $17,504 | -0.8% | 53 | 0.0% | 0.02% | 0.0% | |
| FFIC | New | Flushing Finl Corp | $17,845 | – | 1,452 | +100.0% | 0.02% | – |
| KMB | Kimberly-Clark Corp | $18,086 | +2.9% | 131 | 0.0% | 0.02% | 0.0% | |
| FTV | Fortive Corp | $17,421 | +9.7% | 233 | 0.0% | 0.02% | +6.7% | |
| ZBH | Zimmer Biomet Holdings Inc | $17,909 | +12.7% | 123 | 0.0% | 0.02% | +6.7% | |
| SPLK | Splunk Inc | $17,823 | +10.6% | 168 | 0.0% | 0.02% | +6.7% | |
| GLOB | New | Globant SA | $17,792 | – | 99 | +100.0% | 0.02% | – |
| GXO Logistics Incorporated | $18,155 | +24.5% | 289 | 0.0% | 0.02% | +23.1% | ||
| LPX | Louisiana Pac Corp | $17,545 | +38.3% | 234 | 0.0% | 0.02% | +33.3% | |
| Sell | General Electric Co New | $18,015 | -71.6% | 164 | -75.3% | 0.02% | -72.4% | |
| QS | New | Quantumscape Corp Com CL A | $18,169 | – | 2,274 | +100.0% | 0.02% | – |
| ZBRA | Zebra Technologies Corp Cl A | $17,750 | -7.0% | 60 | 0.0% | 0.02% | -11.1% | |
| HEI | Heico Corp New | $17,340 | +3.4% | 98 | 0.0% | 0.02% | +6.7% | |
| VMC | Vulcan Matls Co | $17,584 | +31.4% | 78 | 0.0% | 0.02% | +33.3% | |
| LOB | Buy | Live Oak Bancshares Inc Com | $17,996 | +70.5% | 684 | +58.0% | 0.02% | +60.0% |
| IAGG | iShares Core International Aggregate Bond ETF | $17,252 | +0.7% | 350 | 0.0% | 0.02% | 0.0% | |
| LNC | New | Lincoln Natl Corp Ind | $17,723 | – | 688 | +100.0% | 0.02% | – |
| SIGI | Selective Insurance Group Inc. | $17,271 | +0.7% | 180 | 0.0% | 0.02% | 0.0% | |
| NWN | New | Northwest Natural Holding Co. | $17,392 | – | 404 | +100.0% | 0.02% | – |
| OMI | New | Owens & Minor Inc New Com | $17,498 | – | 919 | +100.0% | 0.02% | – |
| PATH | Uipath Inc | $17,713 | -5.6% | 1,069 | 0.0% | 0.02% | -5.9% | |
| CIO | New | City Office Reit Inc | $17,161 | – | 3,081 | +100.0% | 0.02% | – |
| NUE | Nucor Corp | $17,546 | +6.2% | 107 | 0.0% | 0.02% | +6.7% | |
| NET | New | Cloudflare Inc Cl A | $17,911 | – | 274 | +100.0% | 0.02% | – |
| New | Enviva Inc | $17,165 | – | 1,582 | +100.0% | 0.02% | – | |
| FAST | Fastenal Co | $17,225 | +9.4% | 292 | 0.0% | 0.02% | +14.3% | |
| TER | Teradyne Inc Com | $17,590 | +3.5% | 158 | 0.0% | 0.02% | 0.0% | |
| ROLL | RBC Bearings Inc Com | $17,833 | -6.6% | 82 | 0.0% | 0.02% | -11.1% | |
| CBOE | CBOE Global Mkts Inc | $16,147 | +2.8% | 117 | 0.0% | 0.02% | +7.1% | |
| AKAM | Akamai Technologies Inc | $16,626 | +14.8% | 185 | 0.0% | 0.02% | +15.4% | |
| ALK | Alaska Air Group Inc Com | $16,486 | +26.7% | 310 | 0.0% | 0.02% | +25.0% | |
| COLD | Americold Realty Trust Inc Com | $16,344 | +13.5% | 506 | 0.0% | 0.02% | +15.4% | |
| AME | Ametek Inc New | $16,997 | +11.4% | 105 | 0.0% | 0.02% | +7.1% | |
| BKR | Baker Hughes Company Cl A | $16,911 | +9.5% | 535 | 0.0% | 0.02% | +7.1% | |
| BOH | New | Bank Hawaii Corp | $16,162 | – | 392 | +100.0% | 0.02% | – |
| BMRC | New | Bank Of Marin Bancorp | $16,769 | – | 949 | +100.0% | 0.02% | – |
| BURL | Burlington Stores Inc | $16,211 | -22.1% | 103 | 0.0% | 0.02% | -21.1% | |
| CHRW | C H Robinson Worldwide Inc | $16,323 | -5.0% | 173 | 0.0% | 0.02% | -6.2% | |
| COG | Coterra Energy Inc | $16,217 | +3.1% | 641 | 0.0% | 0.02% | +7.1% | |
| CZR | New | Caesars Entertainment Inc | $16,005 | – | 314 | +100.0% | 0.02% | – |
| CASY | Caseys Gen Stores Inc | $16,584 | +12.7% | 68 | 0.0% | 0.02% | +7.1% | |
| CGNX | Cognex Corp | $16,470 | +13.1% | 294 | 0.0% | 0.02% | +15.4% | |
| CRWD | New | Crowdstrike Hldgs Inc Cl A | $16,596 | – | 113 | +100.0% | 0.02% | – |
| DAN | New | Dana Inc | $16,949 | – | 997 | +100.0% | 0.02% | – |
| EGBN | New | Eagle Bancorp Inc Md | $16,568 | – | 783 | +100.0% | 0.02% | – |
| EWBC | Buy | East West Bancorp, Inc. | $16,523 | +53.5% | 313 | +61.3% | 0.02% | +50.0% |
| ENR | Energizer Hldgs Inc New | $16,085 | -3.2% | 479 | 0.0% | 0.02% | 0.0% | |
| FCN | FTI Consulting Inc. | $16,547 | -3.6% | 87 | 0.0% | 0.02% | -6.2% | |
| FLGT | New | Fulgent Genetics Inc Com | $16,293 | – | 440 | +100.0% | 0.02% | – |
| ILMN | Illumina Inc | $16,124 | -19.4% | 86 | 0.0% | 0.02% | -16.7% | |
| KEYS | Keysight Technologies Inc | $16,912 | +3.7% | 101 | 0.0% | 0.02% | 0.0% | |
| LSTR | Landstar Sys Inc Com | $16,366 | +7.4% | 85 | 0.0% | 0.02% | +7.1% | |
| MKSI | MKS Instrs Inc | $15,999 | +22.0% | 148 | 0.0% | 0.02% | +25.0% | |
| MKC | McCormick & Co Inc | $16,399 | +4.8% | 188 | 0.0% | 0.02% | +7.1% | |
| NBIX | Neurocrine Biosciences Inc | $16,597 | -6.8% | 176 | 0.0% | 0.02% | -6.2% | |
| NYCB | New York Cmnty Bancorp Inc | $16,298 | +24.3% | 1,450 | 0.0% | 0.02% | +25.0% | |
| NMRK | New | Newmark Group Inc Cl A | $16,184 | – | 2,602 | +100.0% | 0.02% | – |
| FLWS | 1 800 Flowers Com Inc Cl A | $16,193 | -32.2% | 2,076 | 0.0% | 0.02% | -31.8% | |
| RLGY | New | ANYWHERE REAL ESTATE, INC. | $16,907 | – | 2,531 | +100.0% | 0.02% | – |
| RBLX | Roblox Corp | $16,362 | -10.4% | 406 | 0.0% | 0.02% | -11.8% | |
| ROKU | Roku Inc | $16,949 | -2.8% | 265 | 0.0% | 0.02% | -6.2% | |
| SNDR | Schneider National Inc | $16,945 | +7.4% | 590 | 0.0% | 0.02% | 0.0% | |
| SSP | New | Scripps E W Co Ohio | $16,571 | – | 1,811 | +100.0% | 0.02% | – |
| SAH | Sonic Automotive Inc | $16,255 | -12.3% | 341 | 0.0% | 0.02% | -11.8% | |
| STAG | Stag Indl Inc | $16,074 | +6.1% | 448 | 0.0% | 0.02% | +7.1% | |
| TRU | Transunion Com | $16,606 | +26.1% | 212 | 0.0% | 0.02% | +25.0% | |
| TWLO | Twilio Inc Cl A | $16,668 | -4.5% | 262 | 0.0% | 0.02% | -6.2% | |
| UCBI | New | United Cmnty Bks Blairsvle GA | $16,194 | – | 648 | +100.0% | 0.02% | – |
| VRSN | Verisign Inc | $16,948 | +6.9% | 75 | 0.0% | 0.02% | 0.0% | |
| YETI | Yeti Hldgs Inc Com | $16,080 | -2.9% | 414 | 0.0% | 0.02% | 0.0% | |
| ZI | Buy | Zoominfo Technologies Inc | $16,427 | +28.3% | 647 | +24.9% | 0.02% | +25.0% |
| JHG | Janus Henderson Group PLC ADR | $16,159 | +2.3% | 593 | 0.0% | 0.02% | 0.0% | |
| GRMN | Garmin Ltd | $16,061 | +3.3% | 154 | 0.0% | 0.02% | +7.1% | |
| SLAB | Silicon Laboratories Inc | $15,774 | -9.9% | 100 | 0.0% | 0.01% | -12.5% | |
| SPG | New | Simon Property Group Inc | $14,897 | – | 129 | +100.0% | 0.01% | – |
| New | Sinclair Inc Cl A | $15,617 | – | 1,130 | +100.0% | 0.01% | – | |
| EQT | EQT Corp Com | $15,341 | +28.9% | 373 | 0.0% | 0.01% | +27.3% | |
| EGP | Eastgroup Properties Inc Com | $15,450 | +5.0% | 89 | 0.0% | 0.01% | 0.0% | |
| KKR | KKR & Co Inc Cl A Com | $15,288 | +6.6% | 273 | 0.0% | 0.01% | +7.7% | |
| EW | New | Edwards Lifesciences Corp Com | $15,376 | – | 163 | +100.0% | 0.01% | – |
| ENPH | Enphase Energy Inc | $15,911 | -20.4% | 95 | 0.0% | 0.01% | -22.2% | |
| FITB | Buy | Fifth Third Bancorp Com | $15,176 | +27.7% | 579 | +29.8% | 0.01% | +27.3% |
| TBK | Triumph Financial Inc Com | $15,544 | +4.6% | 256 | 0.0% | 0.01% | 0.0% | |
| ICE | Intercontinental Exchange Inc | $15,379 | +8.4% | 136 | 0.0% | 0.01% | +7.7% | |
| TW | Tradeweb Mkts Inc Com | $15,134 | -13.3% | 221 | 0.0% | 0.01% | -12.5% | |
| FTNT | New | Fortinet Inc. | $15,345 | – | 203 | +100.0% | 0.01% | – |
| MET | Sell | MetLife Inc | $15,150 | -76.0% | 268 | -75.4% | 0.01% | -75.9% |
| TRGP | Targa Res Corp | $15,905 | +4.3% | 209 | 0.0% | 0.01% | 0.0% | |
| ESNT | Essent Group Ltd ADR | $15,912 | +16.9% | 340 | 0.0% | 0.01% | +7.7% | |
| HBI | Buy | Hanesbrands Inc | $15,109 | +35.0% | 3,328 | +56.4% | 0.01% | +40.0% |
| HOPE | New | Hope Bancorp Inc | $15,308 | – | 1,818 | +100.0% | 0.01% | – |
| NDSN | Nordson Corp | $15,635 | +11.7% | 63 | 0.0% | 0.01% | +7.7% | |
| CBRE | Buy | CBRE Group Inc Cl A | $15,012 | +22.0% | 186 | +10.1% | 0.01% | +27.3% |
| NSC | Sell | Norfold Southern Corp Com | $14,966 | -91.2% | 66 | -91.8% | 0.01% | -91.0% |
| Matterport Inc Com Cl A | $15,224 | +15.4% | 4,833 | 0.0% | 0.01% | +16.7% | ||
| OVV | Buy | Ovintiv Inc Com | $15,685 | +23.9% | 412 | +17.4% | 0.01% | +16.7% |
| MAR | Marriott Intl, Inc.New Cl A | $15,981 | +10.6% | 87 | 0.0% | 0.01% | +7.7% | |
| YUM | Yum Brands Inc | $15,518 | +4.9% | 112 | 0.0% | 0.01% | 0.0% | |
| MKL | Markel Group INC COM | $15,215 | +8.3% | 11 | 0.0% | 0.01% | +7.7% | |
| PPBI | New | Pacific Premier Bancorp | $15,696 | – | 759 | +100.0% | 0.01% | – |
| MIDD | Middleby Corp | $14,931 | +0.8% | 101 | 0.0% | 0.01% | 0.0% | |
| WLTW | Willis Towers Watson PLC LTD Shs | $15,072 | +1.3% | 64 | 0.0% | 0.01% | 0.0% | |
| MU | Micron Technology Inc Com | $15,336 | +4.6% | 243 | 0.0% | 0.01% | +7.7% | |
| CDAY | New | Ceridian Hcm Hldg Inc | $15,939 | – | 238 | +100.0% | 0.01% | – |
| RF | Buy | Regions Financial Corp New Com | $15,735 | +41.5% | 883 | +47.4% | 0.01% | +40.0% |
| MCO | Moody's Corporation | $15,647 | +13.6% | 45 | 0.0% | 0.01% | +7.7% | |
| New | Corebridge Financial Inc Com | $15,117 | – | 856 | +100.0% | 0.01% | – | |
| SBCF | New | Seacoast Bkg Corp Fla | $15,978 | – | 723 | +100.0% | 0.01% | – |
| DFS | Discover Finl Svcs | $15,307 | +18.2% | 131 | 0.0% | 0.01% | +16.7% | |
| DLB | DOLBY LABORATORIES INC COM | $15,816 | -2.0% | 189 | 0.0% | 0.01% | -6.7% | |
| LEA | Lear Corp Com New | $15,503 | +2.9% | 108 | 0.0% | 0.01% | 0.0% | |
| SCI | Service Corp Intl | $15,437 | -6.1% | 239 | 0.0% | 0.01% | -6.7% | |
| Buy | Amerco | $15,606 | +45.4% | 308 | +48.8% | 0.01% | +40.0% | |
| DEI | Buy | Douglas Emmett Inc | $15,361 | +30.2% | 1,222 | +27.7% | 0.01% | +27.3% |
| LH | Sell | Laboratory Corp Amer Hldgs | $14,962 | -83.7% | 62 | -84.5% | 0.01% | -83.3% |
| DRQ | Dril-Quip Inc Com | $15,102 | -18.9% | 649 | 0.0% | 0.01% | -17.6% | |
| AIG | American International Group Inc | $15,478 | +14.3% | 269 | 0.0% | 0.01% | +16.7% | |
| BJ | BJS Wholesale Club Inc | $15,437 | -17.2% | 245 | 0.0% | 0.01% | -17.6% | |
| RNG | New | Ringcentral Inc Cl A | $15,612 | – | 477 | +100.0% | 0.01% | – |
| TTGT | Buy | TechTarget Inc Com | $13,946 | +11.3% | 448 | +29.1% | 0.01% | +8.3% |
| MOH | Molina Healthcare Inc | $14,761 | +12.6% | 49 | 0.0% | 0.01% | +8.3% | |
| MTD | Mettler Toledo International Com | $14,428 | -14.3% | 11 | 0.0% | 0.01% | -13.3% | |
| MED | New | Medifast Inc Com | $14,377 | – | 156 | +100.0% | 0.01% | – |
| ROL | Rollins Inc | $14,519 | +14.1% | 339 | 0.0% | 0.01% | +8.3% | |
| MAT | Mattel Inc/sh | $14,792 | +6.1% | 757 | 0.0% | 0.01% | 0.0% | |
| SBRA | Sabra Health Care REIT Inc. | $13,971 | +2.3% | 1,187 | 0.0% | 0.01% | 0.0% | |
| MTG | Mgic Invt Corp Wis | $14,843 | +17.7% | 940 | 0.0% | 0.01% | +8.3% | |
| HSIC | Henry Schein Inc | $14,679 | -0.5% | 181 | 0.0% | 0.01% | -7.1% | |
| SLB | Schlumberger Ltd | $14,147 | +0.0% | 288 | 0.0% | 0.01% | 0.0% | |
| MTB | New | M & T Bank Corp Com | $14,356 | – | 116 | +100.0% | 0.01% | – |
| L | Loews Corp | $14,192 | +2.3% | 239 | 0.0% | 0.01% | 0.0% | |
| LAMR | Lamar Advertising Co New Cl A | $14,292 | -0.6% | 144 | 0.0% | 0.01% | 0.0% | |
| KNX | Knight-Swift Transn Holdings Inc | $14,112 | -1.8% | 254 | 0.0% | 0.01% | 0.0% | |
| KEY | Sell | KeyCorp | $13,934 | -49.6% | 1,508 | -31.8% | 0.01% | -48.0% |
| SSTK | New | Shutterstock Inc Com | $14,601 | – | 300 | +100.0% | 0.01% | – |
| SWK | Stanley Black & Decker Inc | $14,806 | +16.3% | 158 | 0.0% | 0.01% | +8.3% | |
| IDXX | New | Idexx Labs Inc | $14,062 | – | 28 | +100.0% | 0.01% | – |
| SNX | TD Synnex Corporation Com | $13,912 | -2.9% | 148 | 0.0% | 0.01% | 0.0% | |
| HLT | Hilton Worldwide Hldgs Inc | $14,701 | +3.3% | 101 | 0.0% | 0.01% | 0.0% | |
| HEIA | Heico Corp New Cl A Com | $14,763 | +3.5% | 105 | 0.0% | 0.01% | 0.0% | |
| HIG | Hartford Finl Svcs Group Inc Com | $14,692 | +3.3% | 204 | 0.0% | 0.01% | 0.0% | |
| GNTX | Gentex Corp | $14,806 | +4.4% | 506 | 0.0% | 0.01% | 0.0% | |
| IT | GARTNER INC COM | $14,713 | +7.5% | 42 | 0.0% | 0.01% | 0.0% | |
| TSCO | Tractor Supply Co | $13,929 | -5.9% | 63 | 0.0% | 0.01% | -7.1% | |
| FR | First Indl Rlty Tr Inc Com | $14,529 | -1.0% | 276 | 0.0% | 0.01% | 0.0% | |
| TRV | The Travelers Companies Inc | $14,240 | +1.3% | 82 | 0.0% | 0.01% | 0.0% | |
| TSN | New | Tyson Foods Inc | $14,189 | – | 278 | +100.0% | 0.01% | – |
| UDR | United Dominion Realty | $13,833 | +4.6% | 322 | 0.0% | 0.01% | +8.3% | |
| FNF | New | Fidelity National Financial In Fnf Group Com | $14,184 | – | 394 | +100.0% | 0.01% | – |
| EXPE | Expedia Group Inc | $14,221 | +12.7% | 130 | 0.0% | 0.01% | +8.3% | |
| VEEV | Veeva Sys Inc Cl A | $14,632 | +7.6% | 74 | 0.0% | 0.01% | 0.0% | |
| DUK | Duke Energy Corp | $14,717 | -7.0% | 164 | 0.0% | 0.01% | -13.3% | |
| VIAC | New | Paramount Global Class B | $14,192 | – | 892 | +100.0% | 0.01% | – |
| DISH | New | Dish Network Corporation Cl A | $14,505 | – | 2,201 | +100.0% | 0.01% | – |
| VST | Vistra Energy Corp Com | $14,648 | +9.4% | 558 | 0.0% | 0.01% | +8.3% | |
| FANG | Diamondback Energy Inc Com | $13,793 | -2.8% | 105 | 0.0% | 0.01% | 0.0% | |
| DVN | Sell | Devon Energy Corp | $14,019 | -16.3% | 290 | -12.4% | 0.01% | -13.3% |
| CUBE | Cubesmart Com | $14,291 | -3.4% | 320 | 0.0% | 0.01% | -7.1% | |
| CCI | Sell | Crown Castle Inc | $14,698 | -62.5% | 129 | -56.0% | 0.01% | -63.9% |
| CFG | Sell | Citizens Finl Group Inc | $14,422 | -54.7% | 553 | -47.2% | 0.01% | -55.2% |
| CRUS | Cirrus Logic, Inc. | $14,582 | -25.9% | 180 | 0.0% | 0.01% | -27.8% | |
| XPO | XPO Logistics Inc | $14,809 | +85.0% | 251 | 0.0% | 0.01% | +85.7% | |
| CNC | New | Centene Corp Com | $13,962 | – | 207 | +100.0% | 0.01% | – |
| BIO | New | Bio Rad Labs Inc Cl A | $14,407 | – | 38 | +100.0% | 0.01% | – |
| WRB | Berkley W R Corp | $14,294 | -4.3% | 240 | 0.0% | 0.01% | -7.1% | |
| BLL | Ball Corp | $14,669 | +5.6% | 252 | 0.0% | 0.01% | 0.0% | |
| CWK | New | Cushman Wakefield Plc | $14,454 | – | 1,767 | +100.0% | 0.01% | – |
| AVTR | New | Avantor Inc | $13,803 | – | 672 | +100.0% | 0.01% | – |
| IVZ | Invesco Ltd | $14,322 | +2.5% | 852 | 0.0% | 0.01% | 0.0% | |
| JAZZ | Jazz Pharmaceuticals PLC Shs USD | $13,885 | -15.3% | 112 | 0.0% | 0.01% | -13.3% | |
| ATO | Atmos Energy Corp Com | $14,310 | +3.5% | 123 | 0.0% | 0.01% | 0.0% | |
| AIZ | New | Assurant Inc | $14,458 | – | 115 | +100.0% | 0.01% | – |
| APTV | Aptiv PLC | $14,701 | -9.0% | 144 | 0.0% | 0.01% | -13.3% | |
| NBR | New | Nabors Industries Ltd | $14,234 | – | 153 | +100.0% | 0.01% | – |
| ST | Sensata Technologies Hldg Plc | $14,172 | -10.1% | 315 | 0.0% | 0.01% | -7.1% | |
| ALLY | New | Ally Financial Inc | $14,153 | – | 524 | +100.0% | 0.01% | – |
| ATVI | Activision Blizzard Inc Com | $14,078 | -1.5% | 167 | 0.0% | 0.01% | 0.0% | |
| PCG | PG&E Corp | $14,170 | +6.9% | 820 | 0.0% | 0.01% | +8.3% | |
| OLN | Olin Corp Com Par $1 | $14,389 | -7.4% | 280 | 0.0% | 0.01% | -7.1% | |
| OKTA | New | Okta Inc | $14,286 | – | 206 | +100.0% | 0.01% | – |
| NXST | Nexstar Media Group Inc | $14,656 | -3.5% | 88 | 0.0% | 0.01% | -7.1% | |
| NTAP | NetApp Inc | $14,134 | +19.7% | 185 | 0.0% | 0.01% | +18.2% | |
| SF | Stifel Finl Corp | $13,426 | +1.0% | 225 | 0.0% | 0.01% | 0.0% | |
| MHK | Mohawk Inds Inc | $13,204 | +2.9% | 128 | 0.0% | 0.01% | 0.0% | |
| LNT | Alliant Energy Corp Com | $12,963 | -1.7% | 247 | 0.0% | 0.01% | 0.0% | |
| A | Agilent Technologies Inc | $12,867 | -13.1% | 107 | 0.0% | 0.01% | -14.3% | |
| WMB | Williams Cos Inc | $13,411 | +9.3% | 411 | 0.0% | 0.01% | +9.1% | |
| CENTA | Central Garden & Pet A | $13,016 | -6.7% | 357 | 0.0% | 0.01% | -7.7% | |
| CENT | Central Garden & Pet Co Com | $13,104 | -5.6% | 338 | 0.0% | 0.01% | -7.7% | |
| IIPR | New | Innovative Indl Pptys Inc | $13,726 | – | 188 | +100.0% | 0.01% | – |
| CNP | Centerpoint Energy Inc | $13,322 | -1.0% | 457 | 0.0% | 0.01% | 0.0% | |
| FE | Firstenergy Corp | $13,180 | -2.9% | 339 | 0.0% | 0.01% | 0.0% | |
| VAC | Marriott Vacations Worldwide Corp Com | $13,008 | -9.0% | 106 | 0.0% | 0.01% | -7.7% | |
| CMS | CMS Energy Corp | $13,043 | -4.3% | 222 | 0.0% | 0.01% | -7.7% | |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $13,280 | -5.5% | 400 | 0.0% | 0.01% | -7.7% | |
| GLPI | Gaming & Leisure Pptys Inc | $12,793 | -6.9% | 264 | 0.0% | 0.01% | -7.7% | |
| SAM | Boston Beer Inc Cl A | $13,571 | -6.2% | 44 | 0.0% | 0.01% | -7.7% | |
| TECH | Bio-Techne Corp | $13,387 | +10.0% | 164 | 0.0% | 0.01% | +9.1% | |
| BIIB | BIOGEN INC COM | $13,388 | +2.5% | 47 | 0.0% | 0.01% | 0.0% | |
| TXT | Textron Inc | $13,526 | -4.2% | 200 | 0.0% | 0.01% | -7.7% | |
| GLT | Glatfelter Corporation | $13,650 | -5.3% | 4,520 | 0.0% | 0.01% | -7.7% | |
| GDDY | Godaddy Inc | $13,523 | -3.3% | 180 | 0.0% | 0.01% | -7.7% | |
| NNN | National Retail PPTYS INC COM | $13,522 | -3.1% | 316 | 0.0% | 0.01% | -7.7% | |
| BOKF | Bok Finl Corp | $13,409 | -4.3% | 166 | 0.0% | 0.01% | -7.7% | |
| INDB | New | Independent Bk Corp Mass | $13,442 | – | 302 | +100.0% | 0.01% | – |
| IDA | Idaho Power Company | $13,030 | -5.3% | 127 | 0.0% | 0.01% | -7.7% | |
| ADSK | Autodesk Inc | $13,709 | -1.7% | 67 | 0.0% | 0.01% | -7.7% | |
| O | Buy | Realty Income Corp. REIT | $13,273 | +44.6% | 222 | +53.1% | 0.01% | +50.0% |
| NI | Nisource Inc | $13,675 | -2.2% | 500 | 0.0% | 0.01% | -7.7% | |
| AWK | New | American Wtr Wks Co Inc New Com | $12,848 | – | 90 | +100.0% | 0.01% | – |
| RMD | Resmed Inc | $12,892 | -0.2% | 59 | 0.0% | 0.01% | 0.0% | |
| RGEN | New | Repligen Corp | $12,731 | – | 90 | +100.0% | 0.01% | – |
| OGE | Oge Energy Corp | $12,784 | -4.6% | 356 | 0.0% | 0.01% | 0.0% | |
| PSA | Public Storage | $13,135 | -3.4% | 45 | 0.0% | 0.01% | 0.0% | |
| MAA | New | Mid Amer Apt Cmntys Inc Com | $13,667 | – | 90 | +100.0% | 0.01% | – |
| ALNY | New | Alnylam Pharmaceuticals Inc | $12,726 | – | 67 | +100.0% | 0.01% | – |
| KDP | New | Keurig Dr Pepper Inc Com | $13,227 | – | 423 | +100.0% | 0.01% | – |
| SJM | Smucker J M Co Com New | $13,143 | -6.2% | 89 | 0.0% | 0.01% | -7.7% | |
| HRL | Hormel Foods Corp Com | $13,514 | +0.9% | 336 | 0.0% | 0.01% | 0.0% | |
| SFBS | New | Servisfirst Bancshares Inc | $13,176 | – | 322 | +100.0% | 0.01% | – |
| DPZ | Dominos Pizza Inc | $13,143 | +2.2% | 39 | 0.0% | 0.01% | 0.0% | |
| LBRDK | LIBERTY BROADBAND CORP COM SER C | $12,898 | -1.9% | 161 | 0.0% | 0.01% | 0.0% | |
| SUI | New | Sun Cmntys Inc Com | $13,176 | – | 101 | +100.0% | 0.01% | – |
| DOCU | Docusign Inc | $12,977 | -12.4% | 254 | 0.0% | 0.01% | -14.3% | |
| VICI | Vici Pptys Inc | $13,075 | -3.6% | 416 | 0.0% | 0.01% | 0.0% | |
| ELS | Equity Lifestyle Pptys Inc Com | $13,445 | -0.4% | 201 | 0.0% | 0.01% | 0.0% | |
| WTRG | Essential Utils Inc | $12,971 | -8.6% | 325 | 0.0% | 0.01% | -7.7% | |
| ETSY | Etsy Inc | $13,538 | -24.0% | 160 | 0.0% | 0.01% | -25.0% | |
| UAA | New | Under Armour Inc Cl A | $12,938 | – | 1,792 | +100.0% | 0.01% | – |
| Warby Parker Inc | $13,151 | +10.4% | 1,125 | 0.0% | 0.01% | +9.1% | ||
| Warner Bros Discovery Inc Com Ser A | $12,766 | -17.0% | 1,018 | 0.0% | 0.01% | -14.3% | ||
| CAG | Conagra Brands Inc | $13,690 | -10.2% | 406 | 0.0% | 0.01% | -14.3% | |
| Two Harbors Invt Corp | $13,325 | -5.6% | 960 | 0.0% | 0.01% | -7.7% | ||
| FFWM | Buy | First Fndtn Inc Com | $13,407 | +87.5% | 3,377 | +251.8% | 0.01% | +71.4% |
| CIM | Chimera Invt Corp REIT | $13,438 | +2.3% | 2,329 | 0.0% | 0.01% | 0.0% | |
| IP | New | International Paper Company | $13,774 | – | 433 | +100.0% | 0.01% | – |
| EVRG | Evergy Inc Com | $12,560 | -4.4% | 215 | 0.0% | 0.01% | -8.3% | |
| WPC | Wp Carey Inc | $11,620 | -12.8% | 172 | 0.0% | 0.01% | -8.3% | |
| BEAM | New | Beam Therapeutics Inc | $12,453 | – | 390 | +100.0% | 0.01% | – |
| VO | Sell | Vanguard Mid-Cap Index Fund ETF | $11,668 | -4.6% | 53 | -8.6% | 0.01% | 0.0% |
| AIRC | Apartment Income Reit Corp | $12,271 | +0.8% | 340 | 0.0% | 0.01% | 0.0% | |
| WAT | Waters Corp | $11,728 | -13.9% | 44 | 0.0% | 0.01% | -15.4% | |
| PPC | Pilgrims Pride Corp | $12,185 | -7.3% | 567 | 0.0% | 0.01% | -8.3% | |
| Healthcare Rlty Tr | $11,788 | -2.4% | 625 | 0.0% | 0.01% | 0.0% | ||
| NEM | Newmont Mining Corp | $12,286 | -13.0% | 288 | 0.0% | 0.01% | -15.4% | |
| NDAQ | Nasdaq Inc Com | $12,263 | -8.8% | 246 | 0.0% | 0.01% | -8.3% | |
| REXR | Rexford Industrial Realty Inc | $12,585 | -12.5% | 241 | 0.0% | 0.01% | -15.4% | |
| CPB | Campbell Soup Co Com | $12,022 | -16.9% | 263 | 0.0% | 0.01% | -15.4% | |
| CINF | Cincinnati Finl Corp Com | $12,652 | -13.2% | 130 | 0.0% | 0.01% | -15.4% | |
| BFA | Brown Forman Corp Cl A | $12,593 | +4.4% | 185 | 0.0% | 0.01% | 0.0% | |
| TROW | Sell | Price T Rowe Group Inc | $11,314 | -53.2% | 101 | -52.8% | 0.01% | -54.5% |
| LTHM | Sell | Livent Corp Com | $11,054 | -51.6% | 403 | -61.7% | 0.01% | -52.4% |
| VTV | Vanguard Value Index Fund ETF | $10,231 | +2.9% | 72 | 0.0% | 0.01% | 0.0% | |
| VEA | Vanguard FTSE Developed Markets ETF | $8,636 | +2.2% | 187 | 0.0% | 0.01% | 0.0% | |
| DTM | DT Midstream Inc. | $7,981 | +0.4% | 161 | 0.0% | 0.01% | 0.0% | |
| VUG | Vanguard Growth Index Fund ETF | $7,640 | +13.4% | 27 | 0.0% | 0.01% | +16.7% | |
| COLB | Columbia Bkg Sys Inc | $7,788 | -5.3% | 384 | 0.0% | 0.01% | -12.5% | |
| EMR | Emerson Electric Co | $6,598 | +3.7% | 73 | 0.0% | 0.01% | 0.0% | |
| EFV | iShares MSCI EAFE Value ETF | $6,607 | +0.8% | 135 | 0.0% | 0.01% | 0.0% | |
| Embecta Corp | $5,443 | -23.2% | 252 | 0.0% | 0.01% | -28.6% | ||
| VFC | Sell | VF Corporation | $4,601 | -41.8% | 241 | -30.1% | 0.00% | -42.9% |
| Sell | Ge Healthcare Technologies Inc | $4,387 | -75.7% | 54 | -75.5% | 0.00% | -76.5% | |
| SCZ | iShares MSCI EAFE Small-Cap ETF | $3,834 | -0.9% | 65 | 0.0% | 0.00% | -25.0% | |
| DLN | WisdomTree US Large Cap Dividend ETF | $2,798 | +2.8% | 44 | 0.0% | 0.00% | 0.0% | |
| VGT | Vanguard Information Technology ETF | $3,537 | +14.7% | 8 | 0.0% | 0.00% | 0.0% | |
| VMEO | Vimeo Inc | $3,374 | +7.6% | 819 | 0.0% | 0.00% | 0.0% | |
| UHAL | Amerco | $1,272 | -7.3% | 23 | 0.0% | 0.00% | 0.0% | |
| Enhabit Inc Com | $1,242 | -17.3% | 108 | 0.0% | 0.00% | 0.0% | ||
| F&G Annuities & Life Inc | $570 | +36.7% | 23 | 0.0% | 0.00% | – | ||
| ADNT | Adient PLC | $1,533 | -6.4% | 40 | 0.0% | 0.00% | -50.0% | |
| Exit | Orion Office REIT | $0 | – | -14 | -100.0% | 0.00% | – | |
| KTB | Sell | Kontoor Brands Inc Com | $463 | -94.2% | 11 | -93.4% | 0.00% | -100.0% |
| SIVB | Exit | SVB Finl Group Com | $0 | – | -129 | -100.0% | 0.00% | – |
| VBR | Exit | Vanguard Index Funds Small Cap ETF | $0 | – | -7 | -100.0% | -0.00% | – |
| FRC | Exit | First Rep Bk San Francisco CA | $0 | – | -160 | -100.0% | -0.00% | – |
| RDVY | Exit | First Trust Rising Dividend ETF | $0 | – | -74 | -100.0% | -0.00% | – |
| IHDG | Exit | Wisdomtree Intnl Holdings Quality Dividend ET | $0 | – | -90 | -100.0% | -0.00% | – |
| DON | Exit | WisdomTree MidCap Dividend ETF | $0 | – | -82 | -100.0% | -0.00% | – |
| Exit | First Trust CBOE Vest Buffered ETF | $0 | – | -249 | -100.0% | -0.00% | – | |
| FVD | Exit | First Trust Value Line Dividend ETF | $0 | – | -107 | -100.0% | -0.00% | – |
| CUBI | Exit | Customers Bancorp Inc | $0 | – | -468 | -100.0% | -0.01% | – |
| EQR | Exit | Equity Residential PPT | $0 | – | -147 | -100.0% | -0.01% | – |
| WKHS | Exit | Workhorse Group Inc Com New | $0 | – | -7,046 | -100.0% | -0.01% | – |
| BXMT | Exit | Blackstone Mtg Tr Inc Com Cl A | $0 | – | -541 | -100.0% | -0.01% | – |
| UNIT | Exit | Uniti Group Inc Com | $0 | – | -2,728 | -100.0% | -0.01% | – |
| GH | Exit | Guardant Health Inc | $0 | – | -443 | -100.0% | -0.01% | – |
| CF | Exit | CF Industries Holding Inc | $0 | – | -151 | -100.0% | -0.01% | – |
| VLY | Exit | Valley Natl Bancorp | $0 | – | -1,207 | -100.0% | -0.01% | – |
| WD | Exit | Walker & Dunlop Inc Com | $0 | – | -143 | -100.0% | -0.01% | – |
| VBK | Exit | Vanguard Index Fds Small Cap Growth ETF | $0 | – | -51 | -100.0% | -0.01% | – |
| SFST | Exit | Southern First Bancshares | $0 | – | -343 | -100.0% | -0.01% | – |
| CHKP | Exit | Check Point Software Tech Ltd | $0 | – | -83 | -100.0% | -0.01% | – |
| CBSH | Exit | Commerce Bancshares Inc | $0 | – | -185 | -100.0% | -0.01% | – |
| CFR | Exit | Cullen Frost Bankers Inc | $0 | – | -108 | -100.0% | -0.01% | – |
| AEVA | Exit | Aeva Technologies Inc Com | $0 | – | -8,693 | -100.0% | -0.01% | – |
| FVCB | Exit | FVCbank Corp Inc Com | $0 | – | -1,012 | -100.0% | -0.01% | – |
| GNTY | Exit | Guaranty Bancshares Inc | $0 | – | -444 | -100.0% | -0.01% | – |
| HIW | Exit | Highwoods Pptys Inc | $0 | – | -496 | -100.0% | -0.01% | – |
| HELE | Exit | Helen of Troy Ltd ADR | $0 | – | -122 | -100.0% | -0.01% | – |
| WHR | Exit | Whirlpool Corp | $0 | – | -88 | -100.0% | -0.01% | – |
| CUZ | Exit | Cousins Pptys Inc Com New | $0 | – | -551 | -100.0% | -0.01% | – |
| QTWO | Exit | Q2 Hldgs Inc | $0 | – | -483 | -100.0% | -0.01% | – |
| CLVT | Exit | Clarivate PLC Ord Shs | $0 | – | -1,300 | -100.0% | -0.01% | – |
| TFSL | Exit | TFS Financial Corp Com | $0 | – | -965 | -100.0% | -0.01% | – |
| OPI | Exit | Office Pptys Income Tr Com | $0 | – | -983 | -100.0% | -0.01% | – |
| LDOS | Exit | Leidos Holdings Inc | $0 | – | -134 | -100.0% | -0.01% | – |
| HBAN | Exit | Huntington Bancshares Inc | $0 | – | -1,056 | -100.0% | -0.01% | – |
| EQH | Exit | Equitable Holdings Inc | $0 | – | -485 | -100.0% | -0.01% | – |
| STWD | Exit | Starwood Properties Tr Inc Com | $0 | – | -656 | -100.0% | -0.01% | – |
| TDOC | Exit | Teladoc Health Inc | $0 | – | -472 | -100.0% | -0.01% | – |
| WBS | Exit | Webster Financial Corp. | $0 | – | -299 | -100.0% | -0.01% | – |
| MORN | Exit | Morningstar Inc Com | $0 | – | -57 | -100.0% | -0.01% | – |
| SYF | Exit | Synchrony Financial | $0 | – | -397 | -100.0% | -0.01% | – |
| GLDD | Exit | Great Lakes Dredge & Dock Corp | $0 | – | -2,357 | -100.0% | -0.01% | – |
| HAIN | Exit | Hain Celestial Group Inc Com | $0 | – | -758 | -100.0% | -0.01% | – |
| EOG | Exit | EOG Res Inc Com | $0 | – | -114 | -100.0% | -0.01% | – |
| HASI | Exit | Hannon Armstrong Sust Infr Cap Com | $0 | – | -442 | -100.0% | -0.01% | – |
| JBGS | Exit | JBG Smith Pptys Com | $0 | – | -871 | -100.0% | -0.01% | – |
| CNS | Exit | Cohen & Steers Inc | $0 | – | -203 | -100.0% | -0.01% | – |
| GT | Exit | Goodyear Tire & Rubr Com | $0 | – | -1,182 | -100.0% | -0.01% | – |
| WSM | Exit | Williams Sonoma Inc | $0 | – | -103 | -100.0% | -0.01% | – |
| PKI | Exit | Perkinelmer Inc | $0 | – | -99 | -100.0% | -0.01% | – |
| NUS | Exit | Nu Skin Enterprises Inc Cl A | $0 | – | -345 | -100.0% | -0.01% | – |
| KIM | Exit | Kimco Realty Corp | $0 | – | -658 | -100.0% | -0.01% | – |
| Exit | Wolfspeed Inc | $0 | – | -202 | -100.0% | -0.01% | – | |
| MRTX | Exit | Mirati Therapeutics Inc | $0 | – | -347 | -100.0% | -0.01% | – |
| CABO | Exit | Cable One Inc | $0 | – | -19 | -100.0% | -0.01% | – |
| STEP | Exit | Stepstone Group Inc Cl A | $0 | – | -541 | -100.0% | -0.01% | – |
| K | Exit | Kellogg Co | $0 | – | -201 | -100.0% | -0.01% | – |
| RJF | Exit | Raymond James Finl Inc | $0 | – | -143 | -100.0% | -0.01% | – |
| FMHI | Exit | First Trust Muni High Income ETF | $0 | – | -280 | -100.0% | -0.01% | – |
| UGI | Exit | UGI Corp New Com | $0 | – | -379 | -100.0% | -0.01% | – |
| HP | Exit | Helmerich & Payne Inc Com | $0 | – | -409 | -100.0% | -0.01% | – |
| LAZR | Exit | Luminar Technologies Inc | $0 | – | -2,115 | -100.0% | -0.01% | – |
| RUN | Exit | Sunrun Inc Com | $0 | – | -694 | -100.0% | -0.01% | – |
| ES | Exit | Eversource Energy | $0 | – | -181 | -100.0% | -0.01% | – |
| TNDM | Exit | Tandem Diabetes Care Inc | $0 | – | -338 | -100.0% | -0.01% | – |
| BYND | Exit | Beyond Meat Inc | $0 | – | -869 | -100.0% | -0.01% | – |
| MXL | Exit | Maxlinear Inc/sh Cl B | $0 | – | -404 | -100.0% | -0.01% | – |
| BRKS | Exit | Azenta Inc Com | $0 | – | -316 | -100.0% | -0.01% | – |
| MLHR | Exit | Millerknoll Inc Com | $0 | – | -706 | -100.0% | -0.01% | – |
| SPT | Exit | Sprout Social Inc | $0 | – | -233 | -100.0% | -0.01% | – |
| FATE | Exit | Fate Therapeutics Inc Com | $0 | – | -2,497 | -100.0% | -0.01% | – |
| TRIP | Exit | Tripadvisor Inc | $0 | – | -692 | -100.0% | -0.01% | – |
| SBAC | Exit | SBA Communications Corp New Cl A | $0 | – | -55 | -100.0% | -0.01% | – |
| ZM | Exit | Zoom Video Communications Inc Cl A | $0 | – | -194 | -100.0% | -0.01% | – |
| EXR | Exit | Extra Space Storage Inc | $0 | – | -86 | -100.0% | -0.01% | – |
| Exit | Atlassian Corporation Cl A | $0 | – | -89 | -100.0% | -0.01% | – | |
| GPS | Exit | Gap Inc | $0 | – | -1,505 | -100.0% | -0.01% | – |
| PCTY | Exit | Paylocity Hldg Corp | $0 | – | -75 | -100.0% | -0.01% | – |
| Exit | Victorias Secret And Co | $0 | – | -457 | -100.0% | -0.01% | – | |
| STAA | Exit | Staar Surgical Co Com Par $0.01 | $0 | – | -243 | -100.0% | -0.01% | – |
| VTWO | Exit | Vanguard Scottsdale Fds ETF | $0 | – | -220 | -100.0% | -0.02% | – |
| NOV | Exit | Nov Inc | $0 | – | -860 | -100.0% | -0.02% | – |
| BRMK | Exit | Broadmark Rlty Cap Inc Com | $0 | – | -3,442 | -100.0% | -0.02% | – |
| HLF | Exit | Herbalife Nutrition Ltd Com | $0 | – | -984 | -100.0% | -0.02% | – |
| ZS | Exit | Zscaler Inc | $0 | – | -137 | -100.0% | -0.02% | – |
| SAFE | Exit | Safehold Inc | $0 | – | -613 | -100.0% | -0.02% | – |
| PAYC | Exit | Paycom Software Inc | $0 | – | -66 | -100.0% | -0.02% | – |
| FHI | Exit | Federated Hermes Inc Cl B | $0 | – | -487 | -100.0% | -0.02% | – |
| ENB | Exit | ENBRIDGE INC COM | $0 | – | -547 | -100.0% | -0.02% | – |
| OMC | Exit | Omnicom Group Inc | $0 | – | -235 | -100.0% | -0.02% | – |
| INCY | Exit | Incyte Corp | $0 | – | -297 | -100.0% | -0.02% | – |
| SQ | Exit | Square Inc Cl A | $0 | – | -332 | -100.0% | -0.02% | – |
| OSH | Exit | Oak Str Health Inc | $0 | – | -767 | -100.0% | -0.03% | – |
| OTIS | Exit | Otis Worldwide Corp | $0 | – | -500 | -100.0% | -0.04% | – |
| GD | Exit | General Dynamics Corp | $0 | – | -225 | -100.0% | -0.05% | – |
| EL | Exit | Lauder Estee Cos Inc | $0 | – | -225 | -100.0% | -0.05% | – |
| CPT | Exit | Camden Property Trust | $0 | – | -1,608 | -100.0% | -0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | 20 | Q3 2023 | 17.3% |
| Apple Inc | 20 | Q3 2023 | 7.8% |
| iShares Core US Aggregate Bond ETF | 20 | Q3 2023 | 9.5% |
| Vanguard Real Estate Index ETF | 20 | Q3 2023 | 4.8% |
| Microsoft Corp | 20 | Q3 2023 | 4.2% |
| Merck & Co Inc | 20 | Q3 2023 | 3.0% |
| Amazon.com Inc | 20 | Q3 2023 | 2.7% |
| iShares National Muni Bond ETF | 20 | Q3 2023 | 3.9% |
| JPMorgan Chase & Co | 20 | Q3 2023 | 2.7% |
| Intel Corp | 20 | Q3 2023 | 2.8% |
View Riverview Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-19 |
View Riverview Trust Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.