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☆Cedar Mountain Advisors, LLC

CIK 0001798986 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.801
AUM ($M)
581
Positions
1175
Turnover
0.04
Top-10 wt
70%
Herfindahl
0.077
History (qtrs)
6
Excess Return
—

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Holdings · 500 of 1233 positions (showing top 500 by weight) · portfolio value $581M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IWD funds › ISHARES RUSSELL 1000 VALUE ETF ADD — 16.5% -0.0% 95.8 395,280 +104 5 —
☆IWF funds › ISHARES RUSSELL 1000 GROWTH ETF ADD — 16.5% +0.4% 95.8 771,325 +578,636 5 —
☆IWS funds › ISHARES RUSSELL MID-CAP VALUE ETF ADD — 7.2% -0.0% 41.6 252,713 +1,131 5 —
☆IWP funds › ISHARES RUSSELL MID-CAP GROWTH ETF ADD — 7.0% +0.1% 40.4 276,200 +2,898 5 —
☆IJR funds › ISHARES CORE S&P SMALL CAP ETF ADD — 5.7% +0.3% 33.1 223,326 +158 5 —
☆QQQ funds › INVESCO QQQ TRUST SERIES I ADD — 5.1% +0.6% 29.4 39,980 +29 5 —
☆VFH funds › VANGUARD FINANCIALS ETF ADD — 3.3% -0.1% 19.3 146,558 +1,318 5 —
☆SPSB funds › STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ADD — 3.3% -0.4% 19.0 632,890 +1,599 5 —
☆VHT funds › VANGUARD HEALTH CARE ETF ADD — 2.7% -0.1% 15.6 52,193 +320 5 —
☆SCHZ funds › SCHWAB US AGGREGATE BOND ETF ADD — 2.6% -0.4% 14.8 641,351 +955 5 —
☆VYMI funds › VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF ADD — 2.4% -0.2% 13.8 140,798 +2,156 5 —
☆LVHI funds › FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF TRIM — 2.3% -0.3% 13.4 330,016 -2,577 5 —
☆SPHQ funds › INVESCO S&P 500 QUALITY ETF ADD — 2.2% +0.1% 12.8 141,770 +550 5 —
☆ILTB funds › ISHARES CORE 10 YEAR USD BOND ETF ADD — 2.1% -0.3% 12.1 245,120 +1,173 5 —
☆PULS funds › PGIM ULTRA SHORT BOND ETF ADD — 1.3% -0.1% 7.5 151,096 +2,618 5 —
☆FLRN funds › STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF ADD — 1.3% -0.2% 7.4 240,255 +688 5 —
☆AGG funds › ISHARES CORE U.S. AGGREGATE BOND ETF ADD — 1.3% -0.2% 7.3 73,919 +264 5 —
☆VWO funds › VANGUARD FTSE EMERGING MARKETS ETF ADD — 1.2% -0.0% 6.8 114,285 +278 5 —
☆BINC funds › ISHARES FLEXIBLE INCOME ACTIVE ETF ADD — 1.2% -0.1% 6.8 129,010 +2,632 5 —
☆EFA funds › ISHARES MSCI EAFE ETF ADD — 1.2% -0.1% 6.7 64,770 +1,088 4 —
☆DIVB funds › ISHARES CORE DIVIDEND ETF ADD — 1.1% +0.0% 6.4 104,443 +415 5 —
☆JPIB funds › JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND ADD — 0.9% -0.1% 5.2 108,113 +2,656 4 —
☆JBND funds › JPMORGAN ACTIVE BOND ETF ADD — 0.8% +0.1% 4.4 81,627 +20,855 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING INC COM TRIM — 0.7% -0.0% 3.8 16,866 -27 5 —
☆VTI funds › VANGUARD TOTAL STOCK MARKET ETF ADD — 0.6% +0.0% 3.2 8,768 +1 5 —
☆AAPL funds › APPLE INC COM ADD — 0.5% +0.0% 3.0 10,453 +330 5 —
☆CSX funds › CSX CORP COM HOLD — 0.5% +0.0% 3.0 63,391 +0 5 —
☆XLP funds › STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF ADD — 0.5% -0.1% 3.0 36,177 +406 5 —
☆MINT funds › PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ADD — 0.4% -0.0% 2.2 22,020 +255 5 —
☆JIRE funds › JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF ADD — 0.3% +0.3% 1.9 23,071 +18,908 5 —
☆VUG funds › VANGUARD GROWTH ETF ADD — 0.3% +0.1% 1.8 21,465 +18,476 5 —
☆IXUS funds › ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ADD — 0.3% +0.3% 1.6 17,104 +16,834 2 —
☆TSLA funds › TESLA INC COM ADD — 0.3% +0.0% 1.5 3,515 +121 5 —
☆VTV funds › VANGUARD VALUE ETF HOLD — 0.2% -0.0% 1.2 5,600 +0 5 —
☆AMAT funds › APPLIED MATLS INC COM TRIM — 0.2% +0.1% 1.2 1,639 -41 5 —
☆MSFT funds › MICROSOFT CORP COM TRIM — 0.2% -0.1% 1.0 2,759 -1,546 5 —
☆JFLX funds › JPMORGAN FLEXIBLE DEBT ETF NEW — 0.2% +0.2% 1.0 20,383 +20,383 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD — 0.2% -0.0% 1.0 1,966 +56 5 —
☆NVDA funds › NVIDIA CORPORATION COM ADD — 0.2% +0.0% 0.9 4,477 +113 5 —
☆BND funds › VANGUARD TOTAL BOND MARKET ETF HOLD — 0.1% -0.0% 0.8 10,768 +0 5 —
☆VTEB funds › VANGUARD TAX-EXEMPT BOND ETF HOLD — 0.1% -0.0% 0.8 15,516 +0 5 —
☆IWM funds › ISHARES RUSSELL 2000 ETF TRIM — 0.1% -0.1% 0.8 2,598 -1,460 5 —
☆BR funds › BROADRIDGE FINL SOLUTIONS INC COM ADD — 0.1% -0.0% 0.7 5,387 +4 5 —
☆PVAL funds › PUTNAM FOCUSED LARGE CAP VALUE ETF NEW — 0.1% +0.1% 0.7 14,166 +14,166 1 —
☆NKE funds › NIKE INC CL B TRIM — 0.1% -0.1% 0.6 15,817 -233 5 —
☆JPLD funds › JPMORGAN LIMITED DURATION BOND ETF ADD — 0.1% +0.1% 0.6 12,267 +11,316 3 —
☆TGT funds › TARGET CORP COM ADD — 0.1% -0.0% 0.6 4,739 +16 5 —
☆CUSIP:74933W759 funds › HENNESSY SUSTAINABLE ETF HOLD — 0.1% -0.0% 0.6 15,204 +0 4 —
☆FBCG funds › FIDELITY BLUE CHIP GROWTH ETF NEW — 0.1% +0.1% 0.5 8,832 +8,832 1 —
☆BNY funds › BANK OF NY MELLON CORP COM HOLD — 0.1% +0.0% 0.5 3,199 +0 4 —
☆VXF funds › VANGUARD EXTENDED MARKET ETF ADD — 0.1% +0.0% 0.5 1,863 +4 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP COM ADD — 0.1% -0.0% 0.4 3,287 +301 5 —
☆VTIP funds › VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF HOLD — 0.1% -0.0% 0.4 8,285 +0 5 —
☆AMZN funds › AMAZON COM INC COM ADD — 0.1% +0.0% 0.4 1,629 +63 5 —
☆IWN funds › ISHARES RUSSELL 2000 VALUE ETF ADD — 0.1% +0.1% 0.4 1,754 +1,385 5 —
☆INTC funds › INTEL CORP COM TRIM — 0.1% +0.0% 0.4 2,763 -400 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION COM HOLD — 0.1% -0.0% 0.4 392 +0 5 —
☆MCD funds › MCDONALDS CORP COM TRIM — 0.1% -0.0% 0.4 1,321 -131 5 —
☆SBUX funds › STARBUCKS CORP COM ADD — 0.1% +0.0% 0.3 3,271 +15 5 —
☆SO funds › SOUTHERN CO COM ADD — 0.1% +0.0% 0.3 3,460 +1,914 5 —
☆IWO funds › ISHARES RUSSELL 2000 GROWTH ETF ADD — 0.1% +0.0% 0.3 821 +647 5 —
☆SPY funds › STATE STREET SPDR S&P 500 ETF ADD — 0.1% +0.0% 0.3 404 +201 5 —
☆QQQM funds › INVESCO NASDAQ 100 ETF HOLD — 0.1% +0.0% 0.3 969 +0 5 —
☆META funds › META PLATFORMS INC CL A ADD — 0.0% +0.0% 0.3 456 +136 5 —
☆UNP funds › UNION PAC CORP COM HOLD — 0.0% -0.0% 0.2 911 +0 5 —
☆SR funds › SPIRE INC COM ADD — 0.0% -0.0% 0.2 3,006 +26 5 —
☆IVV funds › ISHARES CORE S&P 500 ETF ADD — 0.0% +0.0% 0.2 303 +34 5 —
☆HD funds › HOME DEPOT INC COM HOLD — 0.0% -0.0% 0.2 640 +0 5 —
☆BA funds › BOEING CO COM ADD — 0.0% +0.0% 0.2 1,025 +200 5 —
☆GOOGL funds › ALPHABET INC CAP STK CL A TRIM — 0.0% +0.0% 0.2 616 -7 5 —
☆PG funds › PROCTER & GAMBLE CO COM ADD — 0.0% -0.0% 0.2 1,493 +10 5 —
☆CHD funds › CHURCH & DWIGHT CO INC COM HOLD — 0.0% -0.0% 0.2 2,234 +0 5 —
☆WMT funds › WALMART INC COM ADD — 0.0% -0.0% 0.2 1,794 +1 5 —
☆ACI funds › ALBERTSONS COMPANIES INC COMMON STOCK HOLD — 0.0% -0.0% 0.2 14,854 +0 5 —
☆HELO funds › JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF HOLD — 0.0% -0.0% 0.2 2,955 +0 5 —
☆LITE funds › LUMENTUM HLDGS INC COM HOLD — 0.0% +0.0% 0.2 229 +0 2 —
☆T funds › AT&T INC COM ADD — 0.0% -0.0% 0.2 9,167 +1,982 5 —
☆NWN funds › NORTHWEST NAT HLDG CO COM TRIM — 0.0% -0.0% 0.2 3,559 -234 5 —
☆MS funds › MORGAN STANLEY COM NEW ADD — 0.0% +0.0% 0.2 832 +702 5 —
☆CSCO funds › CISCO SYS INC COM ADD — 0.0% +0.0% 0.2 1,479 +599 5 —
☆AVGO funds › BROADCOM INC COM ADD — 0.0% +0.0% 0.2 434 +4 5 —
☆GLD funds › SPDR GOLD SHARES HOLD — 0.0% -0.0% 0.2 442 +0 5 —
☆ABBV funds › ABBVIE INC COM ADD — 0.0% +0.0% 0.2 630 +243 5 —
☆GOOG funds › ALPHABET INC CAP STK CL C ADD — 0.0% +0.0% 0.2 444 +23 5 —
☆MRK funds › MERCK & CO INC COM ADD — 0.0% +0.0% 0.2 1,215 +297 5 —
☆IWB funds › ISHARES RUSSELL 1000 ETF HOLD — 0.0% +0.0% 0.2 368 +0 5 —
☆INTU funds › INTUIT COM TRIM — 0.0% -0.0% 0.2 577 -26 5 —
☆JPM funds › JPMORGAN CHASE & CO COM ADD — 0.0% +0.0% 0.2 459 +11 5 —
☆CRWV funds › COREWEAVE INC COM CL A HOLD — 0.0% +0.0% 0.1 1,425 +0 4 —
☆UTL funds › UNITIL CORP COM HOLD — 0.0% -0.0% 0.1 2,688 +0 2 —
☆JPST funds › JPMORGAN ULTRA-SHORT INCOME ETF ADD — 0.0% +0.0% 0.1 2,796 +2,769 2 —
☆JSCP funds › JPMORGAN SHORT DURATION CORE PLUS ETF NEW — 0.0% +0.0% 0.1 2,939 +2,939 1 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC COM HOLD — 0.0% +0.0% 0.1 375 +0 2 —
☆SNDK funds › SANDISK CORP COM HOLD — 0.0% +0.0% 0.1 57 +0 4 —
☆RRX funds › REGAL REXNORD CORPORATION COM HOLD — 0.0% +0.0% 0.1 527 +0 2 —
☆V funds › VISA INC COM CL A ADD — 0.0% +0.0% 0.1 361 +3 5 —
☆RTX funds › RTX CORPORATION COM ADD — 0.0% +0.0% 0.1 648 +152 5 —
☆JNJ funds › JOHNSON & JOHNSON COM ADD — 0.0% -0.0% 0.1 482 +12 5 —
☆CLH funds › CLEAN HARBORS INC COM HOLD — 0.0% -0.0% 0.1 405 +0 2 —
☆FV funds › FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF ADD — 0.0% +0.0% 0.1 1,592 +61 5 —
☆ILCG funds › ISHARES MORNINGSTAR GROWTH ETF HOLD — 0.0% +0.0% 0.1 1,020 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP COM HOLD — 0.0% -0.0% 0.1 585 +0 5 —
☆GE funds › GE AEROSPACE COM NEW HOLD — 0.0% +0.0% 0.1 302 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS COM HOLD — 0.0% +0.0% 0.1 401 +0 5 —
☆VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF ADD — 0.0% -0.0% 0.1 1,317 +6 5 —
☆USB funds › US BANCORP COM NEW ADD — 0.0% +0.0% 0.1 1,752 +28 5 —
☆ATI funds › ATI INC COM HOLD — 0.0% +0.0% 0.1 535 +0 5 —
☆GLW funds › CORNING INC COM ADD — 0.0% +0.0% 0.1 409 +328 4 —
☆BE funds › BLOOM ENERGY CORP COM CL A HOLD — 0.0% +0.0% 0.1 334 +0 5 —
☆DVN funds › DEVON ENERGY CORP NEW COM ADD — 0.0% +0.0% 0.1 2,377 +2,015 5 —
☆C funds › CITIGROUP INC COM NEW ADD — 0.0% +0.0% 0.1 698 +407 5 —
☆WES funds › WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT ADD — 0.0% -0.0% 0.1 2,221 +43 5 —
☆CW funds › CURTISS WRIGHT CORP COM HOLD — 0.0% -0.0% 0.1 128 +0 5 —
☆WM funds › WASTE MGMT INC DEL COM ADD — 0.0% -0.0% 0.1 427 +2 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.1 2,781 +35 5 —
☆VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF HOLD — 0.0% -0.0% 0.1 579 +0 4 —
☆NFLX funds › NETFLIX INC. COM ADD — 0.0% -0.0% 0.1 1,278 +230 5 —
☆EHC funds › ENCOMPASS HEALTH CORP COM HOLD — 0.0% -0.0% 0.1 898 +0 2 —
☆GEV funds › GE VERNOVA INC COM HOLD — 0.0% +0.0% 0.1 77 +0 5 —
☆FHN funds › FIRST HORIZON CORPORATION COM HOLD — 0.0% -0.0% 0.1 3,405 +0 2 —
☆BAC funds › BANK OF AMER CORP COM ADD — 0.0% +0.0% 0.1 1,483 +56 5 —
☆KLAC funds › KLA CORP COM NEW ADD — 0.0% +0.0% 0.1 276 +246 5 —
☆LLY funds › ELI LILLY & CO COM HOLD — 0.0% +0.0% 0.1 69 +0 5 —
☆CVX funds › CHEVRON CORPORATION COM ADD — 0.0% -0.0% 0.1 484 +19 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC COM ADD — 0.0% -0.0% 0.1 1,886 +12 5 —
☆BIV funds › VANGUARD INTERMEDIATE-TERM BOND ETF ADD — 0.0% -0.0% 0.1 1,009 +10 4 —
☆ALL funds › ALLSTATE CORP COM HOLD — 0.0% +0.0% 0.1 325 +0 5 —
☆WCC funds › WESCO INTL INC COM HOLD — 0.0% +0.0% 0.1 223 +0 2 —
☆WAB funds › WABTEC COM HOLD — 0.0% -0.0% 0.1 281 +0 5 —
☆VIAV funds › VIAVI SOLUTIONS INC COM ADD — 0.0% +0.0% 0.1 1,508 +13 2 —
☆MU funds › MICRON TECHNOLOGY INC COM ADD — 0.0% +0.0% 0.1 62 +6 5 —
☆GS funds › GOLDMAN SACHS GROUP INC COM ADD — 0.0% +0.0% 0.1 71 +48 5 —
☆CASY funds › CASEYS GEN STORES INC COM HOLD — 0.0% -0.0% 0.1 90 +0 5 —
☆BX funds › BLACKSTONE INC COM NEW — 0.0% +0.0% 0.1 607 +607 1 —
☆WY funds › WEYERHAEUSER CO COM NEW ADD — 0.0% -0.0% 0.1 2,961 +23 5 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. COM HOLD — 0.0% +0.0% 0.1 776 +0 2 —
☆ETR funds › ENTERGY CORP NEW COM HOLD — 0.0% -0.0% 0.1 596 +0 4 —
☆IJT funds › ISHARES S&P SMALL-CAP 600 GROWTH ETF HOLD — 0.0% +0.0% 0.1 381 +0 5 —
☆STRL funds › STERLING INFRASTRUCTURE INC COM HOLD — 0.0% +0.0% 0.1 81 +0 4 —
☆BWA funds › BORGWARNER INC COM HOLD — 0.0% +0.0% 0.1 1,021 +0 2 —
☆SNA funds › SNAP ON INC COM HOLD — 0.0% -0.0% 0.1 166 +0 2 —
☆IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF ADD — 0.0% +0.0% 0.1 794 +472 5 —
☆ITA funds › ISHARES U.S. AEROSPACE & DEFENSE ETF HOLD — 0.0% -0.0% 0.1 270 +0 5 —
☆MMM funds › 3M CO COM HOLD — 0.0% -0.0% 0.1 404 +0 5 —
☆AEE funds › AMEREN CORP COM HOLD — 0.0% -0.0% 0.1 576 +0 5 —
☆ED funds › CONSOLIDATED EDISON INC COM HOLD — 0.0% -0.0% 0.1 586 +0 4 —
☆PH funds › PARKER-HANNIFIN CORP COM HOLD — 0.0% -0.0% 0.1 65 +0 4 —
☆WBS funds › WEBSTER FINL CORP COM HOLD — 0.0% -0.0% 0.1 799 +0 2 —
☆RGA funds › REINSURANCE GROUP AMER INC COM NEW HOLD — 0.0% -0.0% 0.1 281 +0 2 —
☆BOND funds › PIMCO ACTIVE BOND EXCHANGE-TRADED FUND ADD — 0.0% -0.0% 0.1 641 +7 5 —
☆AMP funds › AMERIPRISE FINL INC COM HOLD — 0.0% -0.0% 0.1 126 +0 4 —
☆COR funds › CENCORA INC COM HOLD — 0.0% -0.0% 0.1 202 +0 2 —
☆CAT funds › CATERPILLAR INC COM ADD — 0.0% +0.0% 0.1 54 +3 5 —
☆SCHW funds › SCHWAB CHARLES CORP COM ADD — 0.0% -0.0% 0.1 617 +1 5 —
☆ISCV funds › ISHARES MORNINGSTAR SMALL CAP VALUE ETF HOLD — 0.0% -0.0% 0.1 727 +0 5 —
☆DOV funds › DOVER CORP COM HOLD — 0.0% -0.0% 0.1 253 +0 2 —
☆PANW funds › PALO ALTO NETWORKS INC COM TRIM — 0.0% +0.0% 0.1 166 -4 5 —
☆TRV funds › TRAVELERS COMPANIES INC COM ADD — 0.0% +0.0% 0.1 171 +5 5 —
☆EVR funds › EVERCORE INC CLASS A HOLD — 0.0% +0.0% 0.1 165 +0 2 —
☆IWR funds › ISHARES RUSSELL MIDCAP ETF HOLD — 0.0% -0.0% 0.1 509 +0 5 —
☆IEI funds › ISHARES 3-7 YEAR TREASURY BOND ETF HOLD — 0.0% -0.0% 0.1 477 +0 5 —
☆CNP funds › CENTERPOINT ENERGY INC COM HOLD — 0.0% -0.0% 0.1 1,267 +0 2 —
☆SLB funds › SLB LIMITED COM STK HOLD — 0.0% -0.0% 0.1 1,195 +0 2 —
☆LRCX funds › LAM RESEARCH CORP COM NEW ADD — 0.0% +0.0% 0.1 128 +8 4 —
☆SHY funds › ISHARES 1-3 YEAR TREASURY BOND ETF HOLD — 0.0% -0.0% 0.1 673 +0 5 —
☆BLK funds › BLACKROCK INC COM ADD — 0.0% -0.0% 0.1 57 +1 5 —
☆WFC funds › WELLS FARGO & CO COM HOLD — 0.0% -0.0% 0.1 655 +0 5 —
☆BROS funds › DUTCH BROS INC CL A HOLD — 0.0% +0.0% 0.1 741 +0 5 —
☆VOO funds › VANGUARD S&P 500 ETF ADD — 0.0% +0.0% 0.1 77 +13 4 —
☆DIS funds › DISNEY WALT CO COM ADD — 0.0% -0.0% 0.1 545 +2 5 —
☆INGR funds › INGREDION INC COM HOLD — 0.0% -0.0% 0.1 550 +0 2 —
☆M funds › MACYS INC COM ADD — 0.0% +0.0% 0.1 2,196 +23 5 —
☆PKG funds › PACKAGING CORP AMER COM HOLD — 0.0% -0.0% 0.1 216 +0 4 —
☆SOXX funds › ISHARES SEMICONDUCTOR ETF NEW — 0.0% +0.0% 0.1 80 +80 1 —
☆VLO funds › VALERO ENERGY CORP COM TRIM — 0.0% -0.0% 0.1 196 -4 4 —
☆PWR funds › QUANTA SVCS INC COM TRIM — 0.0% +0.0% 0.1 70 -2 4 —
☆VVV funds › VALVOLINE INC COM HOLD — 0.0% +0.0% 0.0 1,259 +0 2 —
☆MO funds › ALTRIA GROUP INC COM ADD — 0.0% -0.0% 0.0 687 +16 5 —
☆AIG funds › AMERICAN INTL GROUP INC COM NEW HOLD — 0.0% -0.0% 0.0 658 +0 2 —
☆AEP funds › AMERICAN ELEC PWR CO INC COM ADD — 0.0% -0.0% 0.0 358 +2 5 —
☆AKAM funds › AKAMAI TECHNOLOGIES INC COM HOLD — 0.0% -0.0% 0.0 409 +0 2 —
☆TXN funds › TEXAS INSTRS INC COM TRIM — 0.0% +0.0% 0.0 160 -10 5 —
☆NSC funds › NORFOLK SOUTHN CORP COM HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆VTRS funds › VIATRIS INC COM HOLD — 0.0% +0.0% 0.0 2,954 +0 5 —
☆AER funds › AERCAP HOLDINGS NV SHS HOLD — 0.0% -0.0% 0.0 321 +0 2 —
☆HXL funds › HEXCEL CORP NEW COM HOLD — 0.0% +0.0% 0.0 463 +0 2 —
☆COHR funds › COHERENT CORP COM HOLD — 0.0% +0.0% 0.0 117 +0 3 —
☆ADC funds › AGREE RLTY CORP COM HOLD — 0.0% -0.0% 0.0 606 +0 2 —
☆FE funds › FIRSTENERGY CORP COM ADD — 0.0% -0.0% 0.0 963 +9 5 —
☆TDY funds › TELEDYNE TECHNOLOGIES INC COM HOLD — 0.0% -0.0% 0.0 68 +0 5 —
☆ARMK funds › ARAMARK COM HOLD — 0.0% +0.0% 0.0 796 +0 2 —
☆CVS funds › CVS HEALTH CORP COM HOLD — 0.0% +0.0% 0.0 436 +0 5 —
☆COP funds › CONOCOPHILLIPS COM ADD — 0.0% -0.0% 0.0 434 +13 5 —
☆UNH funds › UNITEDHEALTH GROUP INC COM ADD — 0.0% +0.0% 0.0 106 +4 5 —
☆ALK funds › ALASKA AIR GROUP INC COM ADD — 0.0% +0.0% 0.0 840 +761 4 —
☆DTE funds › DTE ENERGY CO COM HOLD — 0.0% -0.0% 0.0 285 +0 4 —
☆HST funds › HOST HOTELS & RESORTS INC COM HOLD — 0.0% +0.0% 0.0 1,830 +0 2 —
☆XLV funds › STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF TRIM — 0.0% -0.0% 0.0 270 -108 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC CL A HOLD — 0.0% -0.0% 0.0 367 +0 5 —
☆EVRG funds › EVERGY INC COM HOLD — 0.0% -0.0% 0.0 493 +0 2 —
☆WEC funds › WEC ENERGY GROUP INC COM HOLD — 0.0% -0.0% 0.0 362 +0 4 —
☆MPC funds › MARATHON PETE CORP COM HOLD — 0.0% -0.0% 0.0 164 +0 2 —
☆DAR funds › DARLING INGREDIENTS INC COM HOLD — 0.0% -0.0% 0.0 766 +0 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC COM ADD — 0.0% +0.0% 0.0 72 +13 5 —
☆PR funds › PERMIAN RESOURCES CORP CLASS A COM HOLD — 0.0% -0.0% 0.0 2,251 +0 2 —
☆PEP funds › PEPSICO INC COM HOLD — 0.0% -0.0% 0.0 304 +0 5 —
☆F funds › FORD MTR CO COM HOLD — 0.0% +0.0% 0.0 2,940 +0 5 —
☆PFE funds › PFIZER INC COM ADD — 0.0% -0.0% 0.0 1,691 +60 5 —
☆SXI funds › STANDEX INTL CORP COM HOLD — 0.0% +0.0% 0.0 113 +0 2 —
☆EFG funds › ISHARES MSCI EAFE GROWTH ETF ADD — 0.0% -0.0% 0.0 324 +2 5 —
☆ASML funds › ASML HLDG NV N Y REGISTRY SHS HOLD — 0.0% +0.0% 0.0 20 +0 5 —
☆XEL funds › XCEL ENERGY INC COM HOLD — 0.0% -0.0% 0.0 495 +0 2 —
☆STLD funds › STEEL DYNAMICS INC COM HOLD — 0.0% +0.0% 0.0 173 +0 2 —
☆APH funds › AMPHENOL CORP CL A HOLD — 0.0% +0.0% 0.0 224 +0 5 —
☆CRH funds › CRH PLC ORD HOLD — 0.0% -0.0% 0.0 360 +0 2 —
☆PYLD funds › PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND NEW — 0.0% +0.0% 0.0 1,445 +1,445 1 —
☆NPO funds › ENPRO INC COM HOLD — 0.0% +0.0% 0.0 101 +0 2 —
☆WCN funds › WASTE CONNECTIONS INC COM HOLD — 0.0% -0.0% 0.0 228 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC COM ADD — 0.0% +0.0% 0.0 210 +21 5 —
☆CUSIP:146280508 funds › SILA REALTY TRUST INC COMMON STOCK HOLD — 0.0% +0.0% 0.0 1,250 +0 5 —
☆AXTA funds › AXALTA COATING SYS LTD COM HOLD — 0.0% +0.0% 0.0 1,097 +0 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC COM ADD — 0.0% +0.0% 0.0 126 +39 5 —
☆LH funds › LABCORP HOLDINGS INC COM SHS HOLD — 0.0% -0.0% 0.0 133 +0 4 —
☆EFV funds › ISHARES MSCI EAFE VALUE ETF ADD — 0.0% -0.0% 0.0 479 +13 5 —
☆PFGC funds › PERFORMANCE FOOD GROUP CO COM HOLD — 0.0% +0.0% 0.0 324 +0 2 —
☆R funds › RYDER SYS INC COM HOLD — 0.0% +0.0% 0.0 137 +0 5 —
☆HIG funds › HARTFORD INSURANCE GROUP INC COM HOLD — 0.0% -0.0% 0.0 272 +0 4 —
☆NVTS funds › NAVITAS SEMICONDUCTOR CORP COM HOLD — 0.0% +0.0% 0.0 2,000 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC CL C ADD — 0.0% +0.0% 0.0 83 +2 2 —
☆COLB funds › COLUMBIA BKG SYS INC COM ADD — 0.0% +0.0% 0.0 1,117 +2 5 —
☆VNQ funds › VANGUARD REAL ESTATE ETF HOLD — 0.0% -0.0% 0.0 370 +0 5 —
☆TJX funds › TJX COS INC NEW COM ADD — 0.0% -0.0% 0.0 233 +7 5 —
☆URI funds › UNITED RENTALS INC COM HOLD — 0.0% +0.0% 0.0 31 +0 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC CL A TRIM — 0.0% +0.0% 0.0 45 -1 5 —
☆GILD funds › GILEAD SCIENCES INC COM HOLD — 0.0% -0.0% 0.0 271 +0 4 —
☆CMI funds › CUMMINS INC COM HOLD — 0.0% +0.0% 0.0 48 +0 4 —
☆CB funds › CHUBB LIMITED COM ADD — 0.0% +0.0% 0.0 100 +9 5 —
☆SMTC funds › SEMTECH CORP COM HOLD — 0.0% +0.0% 0.0 209 +0 4 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC COM HOLD — 0.0% -0.0% 0.0 67 +0 5 —
☆PAYX funds › PAYCHEX INC COM ADD — 0.0% -0.0% 0.0 343 +5 5 —
☆MGM funds › MGM RESORTS INTERNATIONAL COM HOLD — 0.0% +0.0% 0.0 702 +0 5 —
☆ORCL funds › ORACLE CORP COM TRIM — 0.0% -0.0% 0.0 225 -16 5 —
☆HAS funds › HASBRO INC COM HOLD — 0.0% -0.0% 0.0 395 +0 2 —
☆ILCB funds › ISHARES MORNINGSTAR U.S. EQUITY ETF HOLD — 0.0% +0.0% 0.0 313 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO COM ADD — 0.0% +0.0% 0.0 95 +35 4 —
☆AVA funds › AVISTA CORP COM HOLD — 0.0% -0.0% 0.0 769 +0 5 —
☆CFG funds › CITIZENS FINL GROUP INC COM HOLD — 0.0% +0.0% 0.0 448 +0 2 —
☆A funds › AGILENT TECHNOLOGIES INC COM HOLD — 0.0% +0.0% 0.0 236 +0 2 —
☆EBAY funds › EBAY INC. COM HOLD — 0.0% +0.0% 0.0 277 +0 5 —
☆VLY funds › VALLEY NATL BANCORP COM HOLD — 0.0% +0.0% 0.0 2,112 +0 2 —
☆STZ funds › CONSTELLATION BRANDS INC CL A HOLD — 0.0% -0.0% 0.0 220 +0 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADD — 0.0% +0.0% 0.0 64 +30 4 —
☆TXT funds › TEXTRON INC COM HOLD — 0.0% -0.0% 0.0 331 +0 2 —
☆AGX funds › ARGAN INC COM HOLD — 0.0% +0.0% 0.0 38 +0 2 —
☆CI funds › THE CIGNA GROUP COM HOLD — 0.0% -0.0% 0.0 110 +0 5 —
☆IJJ funds › ISHARES S&P MID-CAP 400 VALUE ETF HOLD — 0.0% -0.0% 0.0 202 +0 2 —
☆DHR funds › DANAHER CORP DEL COM TRIM — 0.0% -0.0% 0.0 157 -11 5 —
☆WBD funds › WARNER BROS DISCOVERY INC COM SER A ADD — 0.0% +0.0% 0.0 1,113 +427 5 —
☆LDOS funds › LEIDOS HOLDINGS INC COM HOLD — 0.0% -0.0% 0.0 286 +0 4 —
☆OC funds › OWENS CORNING NEW COM HOLD — 0.0% +0.0% 0.0 185 +0 5 —
☆FDX funds › FEDEX CORP COM HOLD — 0.0% -0.0% 0.0 94 +0 5 —
☆NVMI funds › NOVA LTD COM HOLD — 0.0% +0.0% 0.0 54 +0 2 —
☆ACMR funds › ACM RESH INC COM CL A HOLD Common Stock 0.0% +0.0% 0.0 230 +0 5 —
☆VSEC funds › VSE CORP COM ADD — 0.0% +0.0% 0.0 127 +1 2 —
☆PTC funds › PTC INC COM HOLD — 0.0% -0.0% 0.0 255 +0 2 —
☆PHM funds › PULTE GROUP INC COM HOLD — 0.0% +0.0% 0.0 210 +0 4 —
☆TSN funds › TYSON FOODS INC CL A HOLD — 0.0% -0.0% 0.0 488 +0 5 —
☆JAZZ funds › JAZZ PHARMACEUTICALS PLC SHS USD HOLD — 0.0% +0.0% 0.0 115 +0 2 —
☆CR funds › CRANE COMPANY COMMON STOCK HOLD — 0.0% +0.0% 0.0 124 +0 2 —
☆STT funds › STATE STR CORP COM HOLD — 0.0% +0.0% 0.0 162 +0 2 —
☆MKL funds › MARKEL GROUP INC COM HOLD — 0.0% -0.0% 0.0 14 +0 5 —
☆UMC funds › UNITED MICROELECTRONICS CORP SPON ADR NEW HOLD — 0.0% +0.0% 0.0 1,000 +0 5 —
☆DYNF funds › ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF HOLD — 0.0% +0.0% 0.0 398 +0 4 —
☆CUSIP:75524B104 funds › RBC BEARINGS INC COM HOLD — 0.0% +0.0% 0.0 42 +0 2 —
☆CMCSA funds › COMCAST CORP NEW CL A TRIM — 0.0% -0.0% 0.0 1,097 -99 5 —
☆HCA funds › HCA HEALTHCARE INC COM HOLD — 0.0% -0.0% 0.0 69 +0 2 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC COM HOLD — 0.0% -0.0% 0.0 54 +0 5 —
☆QCOM funds › QUALCOMM INC COM ADD — 0.0% +0.0% 0.0 145 +16 4 —
☆NBHC funds › NATIONAL BK HLDGS CORP CL A HOLD — 0.0% -0.0% 0.0 593 +0 3 —
☆CARR funds › CARRIER GLOBAL CORPORATION COM ADD — 0.0% +0.0% 0.0 357 +1 5 —
☆ALSN funds › ALLISON TRANSMISSION HLDGS INC COM HOLD — 0.0% -0.0% 0.0 231 +0 2 —
☆FIBK funds › FIRST INTST BANCSYSTEM INC COM HOLD — 0.0% +0.0% 0.0 675 +0 3 —
☆LNT funds › ALLIANT ENERGY CORP COM NEW — 0.0% +0.0% 0.0 340 +340 1 —
☆COIN funds › COINBASE GLOBAL INC COM CL A ADD — 0.0% -0.0% 0.0 177 +10 5 —
☆ENSG funds › ENSIGN GROUP INC COM HOLD — 0.0% -0.0% 0.0 160 +0 2 —
☆ALLY funds › ALLY FINL INC COM HOLD — 0.0% +0.0% 0.0 554 +0 2 —
☆GH funds › GUARDANT HEALTH INC COM HOLD — 0.0% +0.0% 0.0 169 +0 2 —
☆KR funds › KROGER CO COM HOLD — 0.0% -0.0% 0.0 455 +0 2 —
☆LKQ funds › LKQ CORP COM ADD — 0.0% -0.0% 0.0 952 +7 2 —
☆ADI funds › ANALOG DEVICES INC COM TRIM — 0.0% +0.0% 0.0 63 -3 5 —
☆FITB funds › FIFTH THIRD BANCORP COM HOLD — 0.0% +0.0% 0.0 443 +0 2 —
☆INDB funds › INDEPENDENT BK CORP MASS COM HOLD — 0.0% -0.0% 0.0 298 +0 2 —
☆IVE funds › ISHARES S&P 500 VALUE ETF ADD — 0.0% -0.0% 0.0 110 +1 4 —
☆GD funds › GENERAL DYNAMICS CORP COM ADD — 0.0% -0.0% 0.0 70 +5 4 —
☆BALL funds › BALL CORP COM HOLD — 0.0% -0.0% 0.0 391 +0 2 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP COM HOLD — 0.0% -0.0% 0.0 300 +0 4 —
☆MUSA funds › MURPHY USA INC COM HOLD — 0.0% -0.0% 0.0 45 +0 2 —
☆COHU funds › COHU INC COM HOLD — 0.0% +0.0% 0.0 328 +0 4 —
☆KO funds › COCA COLA CO COM ADD — 0.0% -0.0% 0.0 297 +1 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC COM ADD — 0.0% -0.0% 0.0 83 +3 3 —
☆KBE funds › STATE STREET SPDR S&P BANK ETF ADD — 0.0% +0.0% 0.0 353 +61 5 —
☆WTW funds › WILLIS TOWERS WATSON PLC LTD SHS HOLD — 0.0% -0.0% 0.0 92 +0 2 —
☆ICHR funds › ICHOR HOLDINGS SHS TRIM — 0.0% +0.0% 0.0 214 -20 4 —
☆VPU funds › VANGUARD UTILITIES ETF HOLD — 0.0% -0.0% 0.0 122 +0 4 —
☆EXP funds › EAGLE MATLS INC COM HOLD — 0.0% +0.0% 0.0 106 +0 2 —
☆WTFC funds › WINTRUST FINL CORP COM HOLD — 0.0% +0.0% 0.0 148 +0 4 —
☆SF funds › STIFEL FINL CORP COM NEW — 0.0% +0.0% 0.0 337 +337 1 —
☆LSCC funds › LATTICE SEMICONDUCTOR CORP COM HOLD — 0.0% +0.0% 0.0 150 +0 4 —
☆ABT funds › ABBOTT LABORATORIES COM ADD — 0.0% -0.0% 0.0 252 +2 5 —
☆FANG funds › DIAMONDBACK ENERGY INC COM HOLD — 0.0% -0.0% 0.0 130 +0 2 —
☆UNM funds › UNUM GROUP COM HOLD — 0.0% +0.0% 0.0 255 +0 2 —
☆GNTX funds › GENTEX CORP COM HOLD — 0.0% +0.0% 0.0 890 +0 2 —
☆FBT funds › FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND HOLD — 0.0% +0.0% 0.0 90 +0 5 —
☆LFUS funds › LITTELFUSE INC COM HOLD — 0.0% +0.0% 0.0 49 +0 2 —
☆GTX funds › GARRETT MOTION INC COM HOLD — 0.0% +0.0% 0.0 608 +0 2 —
☆NVST funds › ENVISTA HOLDINGS CORPORATION COM HOLD — 0.0% -0.0% 0.0 831 +0 2 —
☆AXON funds › AXON ENTERPRISE INC COM ADD — 0.0% +0.0% 0.0 39 +37 4 —
☆APA funds › APA CORPORATION COM HOLD — 0.0% -0.0% 0.0 668 +0 2 —
☆GNRC funds › GENERAC HLDGS INC COM HOLD — 0.0% +0.0% 0.0 74 +0 5 —
☆FCFS funds › FIRSTCASH HOLDINGS INC COM HOLD — 0.0% +0.0% 0.0 100 +0 2 —
☆MA funds › MASTERCARD INCORPORATED CL A HOLD — 0.0% -0.0% 0.0 42 +0 4 —
☆ADM funds › ARCHER DANIELS MIDLAND CO COM HOLD — 0.0% -0.0% 0.0 280 +0 5 —
☆STWD funds › STARWOOD PPTY TR INC COM HOLD — 0.0% -0.0% 0.0 1,306 +0 2 —
☆NEM funds › NEWMONT CORP COM HOLD — 0.0% -0.0% 0.0 229 +0 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO COM HOLD — 0.0% -0.0% 0.0 363 +0 4 —
☆FLEX funds › FLEX LTD ORD HOLD — 0.0% +0.0% 0.0 129 +0 2 —
☆ITT funds › ITT INC COM HOLD — 0.0% -0.0% 0.0 105 +0 2 —
☆SOLV funds › SOLVENTUM CORP COM SHS HOLD — 0.0% +0.0% 0.0 269 +0 5 —
☆MAA funds › MID-AMER APT CMNTYS INC COM HOLD — 0.0% +0.0% 0.0 148 +0 4 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE CO COM HOLD — 0.0% +0.0% 0.0 454 +0 5 —
☆DE funds › DEERE & CO COM HOLD — 0.0% -0.0% 0.0 32 +0 5 —
☆CACI funds › CACI INTL INC CL A HOLD — 0.0% -0.0% 0.0 44 +0 2 —
☆CUSIP:78473E103 funds › SPX TECHNOLOGIES INC COM HOLD — 0.0% +0.0% 0.0 83 +0 2 —
☆IDA funds › IDACORP INC COM HOLD — 0.0% -0.0% 0.0 134 +0 2 —
☆XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF TRIM — 0.0% +0.0% 0.0 106 -26 5 —
☆BITO funds › PROSHARES BITCOIN ETF ADD — 0.0% -0.0% 0.0 2,495 +223 5 —
☆ACWX funds › ISHARES MSCI ACWI EX U.S. ETF TRIM — 0.0% -0.0% 0.0 261 -158 2 —
☆LW funds › LAMB WESTON HLDGS INC COM ADD — 0.0% -0.0% 0.0 458 +8 2 —
☆AEIS funds › ADVANCED ENERGY INDS COM HOLD — 0.0% +0.0% 0.0 53 +0 4 —
☆IGM funds › ISHARES EXPANDED TECH SECTOR ETF ADD — 0.0% +0.0% 0.0 121 +1 5 —
☆CUSIP:920253101 funds › VALMONT INDS INC COM HOLD — 0.0% +0.0% 0.0 34 +0 2 —
☆LASR funds › NLIGHT INC COM HOLD — 0.0% +0.0% 0.0 282 +0 5 —
☆SHW funds › SHERWIN WILLIAMS CO COM HOLD — 0.0% -0.0% 0.0 57 +0 5 —
☆ESS funds › ESSEX PPTY TR INC COM HOLD — 0.0% +0.0% 0.0 67 +0 2 —
☆IP funds › INTERNATIONAL PAPER CO COM ADD — 0.0% -0.0% 0.0 508 +5 5 —
☆GRNY funds › FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF ADD — 0.0% +0.0% 0.0 700 +100 5 —
☆TER funds › TERADYNE INC COM HOLD — 0.0% +0.0% 0.0 40 +0 2 —
☆TECK funds › TECK RESOURCES LTD CL B HOLD — 0.0% +0.0% 0.0 322 +0 5 —
☆FN funds › FABRINET SHS HOLD — 0.0% -0.0% 0.0 34 +0 4 —
☆UVSP funds › UNIVEST FINANCIAL CORPORATION COM HOLD — 0.0% +0.0% 0.0 434 +0 2 —
☆PLXS funds › PLEXUS CORP COM HOLD — 0.0% +0.0% 0.0 63 +0 2 —
☆VDC funds › VANGUARD CONSUMER STAPLES ETF HOLD — 0.0% -0.0% 0.0 84 +0 4 —
☆ES funds › EVERSOURCE ENERGY COM HOLD — 0.0% -0.0% 0.0 262 +0 4 —
☆AIR funds › AAR CORP COM HOLD Common Stock 0.0% +0.0% 0.0 132 +0 2 —
☆CEG funds › CONSTELLATION ENERGY CORP COM HOLD — 0.0% -0.0% 0.0 76 +0 5 —
☆TFLO funds › ISHARES TREASURY FLOATING RATE BOND ETF ADD — 0.0% -0.0% 0.0 372 +4 5 —
☆BDX funds › BECTON DICKINSON & CO COM ADD — 0.0% -0.0% 0.0 124 +9 5 —
☆SSB funds › SOUTHSTATE BK CORP COM HOLD — 0.0% -0.0% 0.0 187 +0 2 —
☆MRCY funds › MERCURY SYS INC COM HOLD — 0.0% +0.0% 0.0 152 +0 2 —
☆NMRK funds › NEWMARK GROUP INC CL A HOLD — 0.0% -0.0% 0.0 1,229 +0 2 —
☆PHIN funds › PHINIA INC COMMON STOCK HOLD — 0.0% +0.0% 0.0 225 +0 4 —
☆PIPR funds › PIPER SANDLER COMPANIES COM NEW HOLD — 0.0% -0.0% 0.0 256 +0 2 —
☆BG funds › BUNGE GLOBAL SA COM SHS HOLD — 0.0% -0.0% 0.0 172 +0 5 —
☆GTES funds › GATES INDL CORP PLC ORD SHS HOLD — 0.0% +0.0% 0.0 653 +0 2 —
☆ROBO funds › ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF ADD — 0.0% +0.0% 0.0 212 +141 5 —
☆WCBR funds › WISDOMTREE CYBERSECURITY FUND HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆TFC funds › TRUIST FINL CORP COM ADD — 0.0% +0.0% 0.0 363 +51 4 —
☆NEE funds › NEXTERA ENERGY INC COM ADD — 0.0% +0.0% 0.0 206 +36 4 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWARE COM ADD — 0.0% +0.0% 0.0 72 +68 4 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES ADD — 0.0% +0.0% 0.0 66 +5 2 —
☆SEB funds › SEABOARD CORP DEL COM HOLD — 0.0% -0.0% 0.0 4 +0 5 —
☆IONS funds › IONIS PHARMACEUTICALS INC COM HOLD — 0.0% -0.0% 0.0 223 +0 2 —
☆GM funds › GENERAL MTRS CO COM HOLD — 0.0% -0.0% 0.0 229 +0 5 —
☆UPS funds › UNITED PARCEL SVCS INC CL B ADD — 0.0% +0.0% 0.0 163 +14 5 —
☆EFAX funds › STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF HOLD — 0.0% -0.0% 0.0 320 +0 4 —
☆WHD funds › CACTUS INC CL A HOLD — 0.0% -0.0% 0.0 338 +0 3 —
☆ZBH funds › ZIMMER BIOMET HOLDINGS INC COM HOLD — 0.0% -0.0% 0.0 199 +0 2 —
☆MTZ funds › MASTEC INC COM HOLD — 0.0% +0.0% 0.0 41 +0 2 —
☆LNC funds › LINCOLN NATL CORP IND COM HOLD — 0.0% -0.0% 0.0 479 +0 2 —
☆VOYA funds › VOYA FINANCIAL INC COM HOLD — 0.0% +0.0% 0.0 187 +0 2 —
☆GFI funds › GOLD FIELDS LTD SPONSORED ADR HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆SHOO funds › MADDEN STEVEN LTD COM HOLD — 0.0% +0.0% 0.0 398 +0 4 —
☆CUSIP:N3144W105 funds › EXPRO GROUP HOLDINGS NV COM NEW — 0.0% +0.0% 0.0 1,131 +1,131 1 —
☆NVS funds › NOVARTIS AG SPONSORED ADR ADD — 0.0% +0.0% 0.0 105 +19 4 —
☆EG funds › EVEREST GROUP LTD COM HOLD — 0.0% -0.0% 0.0 46 +0 2 —
☆IYW funds › ISHARES U.S. TECHNOLOGY ETF HOLD — 0.0% +0.0% 0.0 65 +0 4 —
☆MET funds › METLIFE INC COM HOLD — 0.0% +0.0% 0.0 194 +0 4 —
☆LYB funds › LYONDELLBASELL INDUSTRIES NV SHS - A - ADD — 0.0% +0.0% 0.0 311 +175 2 —
☆UAL funds › UNITED AIRLS HLDGS INC COM HOLD — 0.0% +0.0% 0.0 119 +0 5 —
☆AU funds › ANGLOGOLD ASHANTI PLC COM SHS HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆AXSM funds › AXSOME THERAPEUTICS INC. COM HOLD — 0.0% +0.0% 0.0 66 +0 2 —
☆DFIN funds › DONNELLEY FINL SOLUTIONS INC COM HOLD — 0.0% -0.0% 0.0 385 +0 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC COM HOLD — 0.0% +0.0% 0.0 43 +0 4 —
☆FBK funds › FB FINL CORP COM HOLD — 0.0% -0.0% 0.0 289 +0 2 —
☆SLAB funds › SILICON LABORATORIES INC COM HOLD — 0.0% -0.0% 0.0 73 +0 2 —
☆VIG funds › VANGUARD DIVIDEND APPRECIATION ETF HOLD — 0.0% -0.0% 0.0 67 +0 5 —
☆PSX funds › PHILLIPS 66 COM HOLD — 0.0% -0.0% 0.0 94 +0 5 —
☆SYK funds › STRYKER CORPORATION COM ADD — 0.0% -0.0% 0.0 50 +3 5 —
☆CWST funds › CASELLA WASTE SYS INC CL A ADD — 0.0% +0.0% 0.0 162 +11 2 —
☆NXT funds › NEXTPOWER INC CLASS A COM HOLD — 0.0% -0.0% 0.0 131 +0 2 —
☆THG funds › HANOVER INS GROUP INC COM HOLD — 0.0% +0.0% 0.0 72 +0 2 —
☆POR funds › PORTLAND GEN ELEC CO COM NEW HOLD — 0.0% -0.0% 0.0 297 +0 2 —
☆CDP funds › COPT DEFENSE PROPERTIES SHS BEN INT HOLD — 0.0% +0.0% 0.0 422 +0 2 —
☆ZION funds › ZIONS BANCORPORATION NATL ASSN COM HOLD — 0.0% +0.0% 0.0 221 +0 2 —
☆RMBS funds › RAMBUS INC DEL COM HOLD — 0.0% +0.0% 0.0 115 +0 2 —
☆G funds › GENPACT LIMITED SHS HOLD — 0.0% -0.0% 0.0 554 +0 2 —
☆MPWR funds › MONOLITHIC PWR SYS INC COM HOLD — 0.0% +0.0% 0.0 11 +0 2 —
☆MTG funds › MGIC INVT CORP WIS COM HOLD — 0.0% -0.0% 0.0 539 +0 2 —
☆ATMU funds › ATMUS FILTRATION TECHNOLOGIES COM HOLD — 0.0% -0.0% 0.0 293 +0 2 —
☆EME funds › EMCOR GROUP INC COM HOLD — 0.0% -0.0% 0.0 18 +0 4 —
☆PNC funds › PNC FINL SVCS GROUP INC COM HOLD — 0.0% +0.0% 0.0 60 +0 4 —
☆JCI funds › JOHNSON CTLS INTL PLC SHS ADD — 0.0% +0.0% 0.0 100 +19 4 —
☆ROG funds › ROGERS CORP COM HOLD — 0.0% +0.0% 0.0 89 +0 3 —
☆MC funds › MOELIS & CO CL A HOLD — 0.0% +0.0% 0.0 220 +0 2 —
☆MCK funds › MCKESSON CORP COM HOLD — 0.0% -0.0% 0.0 19 +0 4 —
☆EYPT funds › EYEPOINT INC COM NEW HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆HURN funds › HURON CONSULTING GROUP INC COM HOLD — 0.0% -0.0% 0.0 158 +0 2 —
☆XAR funds › STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF HOLD — 0.0% -0.0% 0.0 50 +0 4 —
☆DAVE funds › DAVE INC CLASS A COM NEW HOLD — 0.0% +0.0% 0.0 38 +0 2 —
☆PBH funds › PRESTIGE CONSMR HEALTHCARE INC COM TRIM — 0.0% -0.0% 0.0 299 -2 2 —
☆CGNX funds › COGNEX CORP COM HOLD — 0.0% +0.0% 0.0 195 +0 4 —
☆SM funds › SM ENERGY COMPANY COM HOLD — 0.0% -0.0% 0.0 538 +0 4 —
☆IBP funds › INSTALLED BLDG PRODS INC COM TRIM — 0.0% -0.0% 0.0 61 -3 4 —
☆CIM funds › CHIMERA INVT CORP COM SHS HOLD — 0.0% -0.0% 0.0 1,043 +0 2 —
☆SCHA funds › SCHWAB U.S. SMALL-CAP ETF HOLD — 0.0% +0.0% 0.0 384 +0 5 —
☆PTGX funds › PROTAGONIST THERAPEUTICS INC COM HOLD — 0.0% +0.0% 0.0 113 +0 2 —
☆CAH funds › CARDINAL HEALTH INC COM HOLD — 0.0% -0.0% 0.0 58 +0 4 —
☆REGN funds › REGENERON PHARMACEUTICALS COM HOLD — 0.0% -0.0% 0.0 22 +0 2 —
☆MDT funds › MEDTRONIC PLC SHS ADD — 0.0% -0.0% 0.0 175 +34 5 —
☆FTI funds › TECHNIPFMC PLC COM HOLD — 0.0% -0.0% 0.0 204 +0 2 —
☆WSM funds › WILLIAMS SONOMA INC COM HOLD — 0.0% +0.0% 0.0 58 +0 2 —
☆KMPR funds › KEMPER CORP COM HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆ET funds › ENERGY TRANSFER L P COM UT LTD PTN ADD — 0.0% -0.0% 0.0 704 +10 5 —
☆NRG funds › NRG ENERGY INC COM NEW HOLD — 0.0% -0.0% 0.0 92 +0 5 —
☆IRDM funds › IRIDIUM COMMUNICATIONS INC COM HOLD — 0.0% +0.0% 0.0 244 +0 3 —
☆BKNG funds › BOOKING HOLDINGS INC COM ADD — 0.0% -0.0% 0.0 75 +72 4 —
☆BOTZ funds › GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF ADD — 0.0% +0.0% 0.0 352 +298 5 —
☆DVA funds › DAVITA INC COM HOLD — 0.0% +0.0% 0.0 60 +0 2 —
☆OEF funds › ISHARES S&P 100 ETF HOLD — 0.0% +0.0% 0.0 36 +0 4 —
☆BLOK funds › AMPLIFY BLOCKCHAIN TECHNOLOGY ETF HOLD — 0.0% +0.0% 0.0 212 +0 5 —
☆ONB funds › OLD NATL BANCORP IND COM HOLD — 0.0% +0.0% 0.0 510 +0 2 —
☆CTAS funds › CINTAS CORP COM HOLD — 0.0% -0.0% 0.0 75 +0 4 —
☆SYF funds › SYNCHRONY FINANCIAL COM HOLD — 0.0% -0.0% 0.0 167 +0 2 —
☆INSM funds › INSMED INC COM PAR $.01 HOLD — 0.0% -0.0% 0.0 118 +0 2 —
☆HLIT funds › HARMONIC INC COM HOLD — 0.0% +0.0% 0.0 769 +0 2 —
☆CBT funds › CABOT CORP COM HOLD — 0.0% +0.0% 0.0 137 +0 2 —
☆OTIS funds › OTIS WORLDWIDE CORP COM HOLD — 0.0% -0.0% 0.0 174 +0 5 —
☆AMGN funds › AMGEN INC COM HOLD — 0.0% -0.0% 0.0 34 +0 5 —
☆VICI funds › VICI PPTYS INC COM ADD — 0.0% +0.0% 0.0 463 +79 5 —
☆DUK funds › DUKE ENERGY CORP NEW COM NEW ADD — 0.0% +0.0% 0.0 97 +22 4 —
☆CUSIP:277432100 funds › EASTMAN CHEM CO COM HOLD — 0.0% -0.0% 0.0 182 +0 4 —
☆QSR funds › RESTAURANT BRANDS INTL INC COM ADD — 0.0% -0.0% 0.0 168 +17 5 —
☆ASB funds › ASSOCIATED BANC-CORP COM HOLD — 0.0% +0.0% 0.0 395 +0 2 —
☆MORN funds › MORNINGSTAR INC COM HOLD — 0.0% -0.0% 0.0 77 +0 5 —
☆VNO funds › VORNADO RLTY TR SH BEN INT HOLD — 0.0% +0.0% 0.0 307 +0 2 —
☆SFM funds › SPROUTS FMRS MKT INC COM HOLD — 0.0% -0.0% 0.0 142 +0 2 —
☆ISRG funds › INTUITIVE SURGICAL INC COM NEW HOLD — 0.0% -0.0% 0.0 30 +0 5 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL COM HOLD — 0.0% -0.0% 0.0 22 +0 2 —
☆GPC funds › GENUINE PARTS CO COM ADD — 0.0% +0.0% 0.0 101 +34 4 —
☆IMCG funds › ISHARES MORNINGSTAR MID-CAP GROWTH ETF HOLD — 0.0% +0.0% 0.0 121 +0 5 —
☆USAR funds › USA RARE EARTH INC COM TRIM — 0.0% +0.0% 0.0 550 -100 5 —
☆IONQ funds › IONQ INC COM HOLD — 0.0% +0.0% 0.0 221 +0 5 —
☆BDC funds › BELDEN INC COM HOLD — 0.0% -0.0% 0.0 98 +0 2 —
☆AGCO funds › AGCO CORP COM HOLD Common Stock 0.0% -0.0% 0.0 98 +0 5 —
☆EXC funds › EXELON CORP COM ADD — 0.0% -0.0% 0.0 251 +2 5 —
☆CAKE funds › CHEESECAKE FACTORY INC COM HOLD — 0.0% +0.0% 0.0 145 +0 2 —
☆MIR funds › MIRION TECHNOLOGIES INC COM CL A HOLD — 0.0% -0.0% 0.0 641 +0 4 —
☆H funds › HYATT HOTELS CORP COM CL A HOLD — 0.0% +0.0% 0.0 59 +0 2 —
☆CPAY funds › CORPAY INC COM SHS HOLD — 0.0% +0.0% 0.0 34 +0 2 —
☆ELAN funds › ELANCO ANIMAL HEALTH INC COM HOLD — 0.0% -0.0% 0.0 460 +0 2 —
☆GL funds › GLOBE LIFE INC COM HOLD — 0.0% +0.0% 0.0 63 +0 2 —
☆FFIN funds › FIRST FINL BANKSHARES INC COM HOLD — 0.0% +0.0% 0.0 323 +0 2 —
☆HOG funds › HARLEY DAVIDSON INC COM HOLD — 0.0% +0.0% 0.0 456 +0 2 —
☆BBIO funds › BRIDGEBIO PHARMA INC COM HOLD — 0.0% -0.0% 0.0 149 +0 2 —
☆ETN funds › EATON CORP PLC SHS HOLD — 0.0% +0.0% 0.0 26 +0 2 —
☆TOL funds › TOLL BROTHERS INC COM HOLD — 0.0% +0.0% 0.0 67 +0 2 —
☆DTM funds › DT MIDSTREAM INC COMMON STOCK HOLD — 0.0% -0.0% 0.0 75 +0 2 —
☆CCL funds › CARNIVAL CORP LTD COMMON SHARES NEW — 0.0% +0.0% 0.0 385 +385 1 —
☆INCY funds › INCYTE CORP COM HOLD — 0.0% +0.0% 0.0 97 +0 2 —
☆HE funds › HAWAIIAN ELEC INDS INC MTN BE COM TRIM — 0.0% -0.0% 0.0 792 -13 5 —
☆ON funds › ON SEMICONDUCTOR CORP COM HOLD — 0.0% +0.0% 0.0 113 +0 2 —
☆TDG funds › TRANSDIGM GROUP INC COM HOLD — 0.0% +0.0% 0.0 8 +0 4 —
☆SIRI funds › SIRIUSXM HOLDINGS INC COMMON STOCK HOLD — 0.0% +0.0% 0.0 360 +0 5 —
☆CTO funds › CTO RLTY GROWTH INC NEW COM HOLD — 0.0% +0.0% 0.0 493 +0 2 —
☆PBF funds › PBF ENERGY INC CL A HOLD — 0.0% -0.0% 0.0 232 +0 2 —
☆NOW funds › SERVICENOW INC COM HOLD — 0.0% -0.0% 0.0 106 +0 4 —
☆CLOV funds › CLOVER HEALTH INVESTMENTS CORP COM CL A HOLD — 0.0% +0.0% 0.0 2,000 +0 5 —
☆IDCC funds › INTERDIGITAL INC COM TRIM — 0.0% -0.0% 0.0 37 -2 2 —
☆NFG funds › NATIONAL FUEL GAS CO COM HOLD — 0.0% -0.0% 0.0 135 +0 2 —
☆SCHV funds › SCHWAB U.S. LARGE-CAP VALUE ETF HOLD — 0.0% +0.0% 0.0 299 +0 5 —
☆ALLE funds › ALLEGION PLC ORD SHS HOLD — 0.0% -0.0% 0.0 74 +0 2 —
☆FAF funds › FIRST AMERN FINL CORP COM HOLD — 0.0% +0.0% 0.0 151 +0 2 —
☆TKO funds › TKO GROUP HOLDINGS INC CL A HOLD — 0.0% -0.0% 0.0 51 +0 2 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN COM NEW HOLD — 0.0% -0.0% 0.0 54 +0 2 —
☆USFD funds › US FOODS HLDG CORP COM HOLD — 0.0% -0.0% 0.0 99 +0 2 —
☆MP funds › MP MATERIALS CORP COM CL A HOLD — 0.0% +0.0% 0.0 180 +0 5 —
☆NOVT funds › NOVANTA INC COM HOLD — 0.0% +0.0% 0.0 62 +0 2 —
☆RPRX funds › ROYALTY PHARMA PLC SHS CLASS A HOLD — 0.0% +0.0% 0.0 178 +0 2 —
☆SPEU funds › STATE STREET SPDR PORTFOLIO EUROPE ETF HOLD — 0.0% -0.0% 0.0 181 +0 5 —
☆LEA funds › LEAR CORP COM NEW HOLD — 0.0% -0.0% 0.0 73 +0 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 581 1175 0.04 70% 0.077 0.800 — in
2026Q1 511 1152 0.04 69% 0.076 0.788 — in
2025Q4 518 757 0.02 71% 0.081 0.801 — in
2025Q3 514 693 0.04 71% 0.080 0.768 — in
2025Q2 481 366 0.03 74% 0.086 0.818 — entered
2025Q1 446 353 0.00 73% 0.083 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status