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☆OLIVER LAGORE VANVALIN INVESTMENT GROUP

CIK 0001907568 · holdings for 2025Q2 (change vs 2025Q1) · in signal universe
Quality Q
0.031
AUM ($M)
255
Positions
656
Turnover
0.38
Top-10 wt
38%
Herfindahl
0.021
History (qtrs)
2
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 656 positions (showing top 500 by weight) · portfolio value $255M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆TLT funds › ISHARES TR NEW — 6.2% +6.2% 15.8 173,296 +173,296 1 —
☆IEF funds › ISHARES TR NEW — 5.8% +5.8% 14.8 155,321 +155,321 1 —
☆BIL funds › SPDR SER TR NEW — 4.9% +4.9% 12.4 134,824 +134,824 1 —
☆QQQ funds › INVESCO QQQ TR NEW — 4.5% +4.5% 11.4 24,384 +24,384 1 —
☆SPYM funds › SPDR SER TR NEW — 3.8% +3.8% 9.6 146,105 +146,105 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II NEW — 3.5% +3.5% 8.8 45,571 +45,571 1 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F NEW — 2.4% +2.4% 6.1 119,582 +119,582 1 —
☆ONEQ funds › FIDELITY COMWLTH TR NEW — 2.3% +2.3% 6.0 87,425 +87,425 1 —
☆XLV funds › SELECT SECTOR SPDR TR NEW — 2.2% +2.2% 5.6 38,290 +38,290 1 —
☆AAAU funds › GOLDMAN SACHS PHYSICAL GOLD NEW — 2.1% +2.1% 5.3 172,548 +172,548 1 —
☆AMZN funds › AMAZON COM INC NEW — 1.9% +1.9% 4.8 25,181 +25,181 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T NEW — 1.7% +1.7% 4.3 25,013 +25,013 1 —
☆MSFT funds › MICROSOFT CORP NEW — 1.6% +1.6% 4.1 10,838 +10,838 1 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF NEW — 1.5% +1.5% 3.8 81,510 +81,510 1 —
☆PG funds › PROCTER AND GAMBLE CO NEW — 1.4% +1.4% 3.6 20,959 +20,959 1 —
☆GSST funds › GOLDMAN SACHS ETF TR NEW — 1.4% +1.4% 3.5 69,594 +69,594 1 —
☆AAPL funds › APPLE INC NEW — 1.4% +1.4% 3.5 15,760 +15,760 1 —
☆BALT funds › INNOVATOR ETFS TRUST NEW — 1.3% +1.3% 3.4 109,187 +109,187 1 —
☆PGHY funds › INVESCO EXCH TRADED FD TR II NEW — 1.3% +1.3% 3.3 165,512 +165,512 1 —
☆META funds › META PLATFORMS INC NEW — 1.2% +1.2% 3.1 5,335 +5,335 1 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F NEW — 1.1% +1.1% 2.9 50,843 +50,843 1 —
☆CSL funds › CARLISLE COS INC NEW — 1.1% +1.1% 2.8 8,101 +8,101 1 —
☆CUSIP:45784N833 funds › INNOVATOR ETFS TRUST NEW — 1.1% +1.1% 2.7 119,559 +119,559 1 —
☆ASML funds › ASML HOLDING N V NEW — 1.1% +1.1% 2.7 4,064 +4,064 1 —
☆NVDA funds › NVIDIA CORPORATION NEW — 1.0% +1.0% 2.7 24,468 +24,468 1 —
☆GOOGL funds › ALPHABET INC NEW — 0.9% +0.9% 2.4 15,382 +15,382 1 —
☆MELI funds › MERCADOLIBRE INC NEW — 0.9% +0.9% 2.3 1,195 +1,195 1 —
☆AXP funds › AMERICAN EXPRESS CO NEW — 0.9% +0.9% 2.2 8,244 +8,244 1 —
☆FISV funds › FISERV INC NEW — 0.9% +0.9% 2.2 9,863 +9,863 1 —
☆AVGO funds › BROADCOM INC NEW — 0.8% +0.8% 2.2 12,870 +12,870 1 —
☆COST funds › COSTCO WHSL CORP NEW NEW — 0.8% +0.8% 2.0 2,148 +2,148 1 —
☆ORCL funds › ORACLE CORP NEW — 0.7% +0.7% 1.9 13,387 +13,387 1 —
☆WCN funds › WASTE CONNECTIONS INC NEW — 0.7% +0.7% 1.9 9,564 +9,564 1 —
☆JPM funds › JPMORGAN CHASE & CO. NEW — 0.7% +0.7% 1.8 7,464 +7,464 1 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.7% +0.7% 1.8 4,997 +4,997 1 —
☆TYL funds › TYLER TECHNOLOGIES INC NEW — 0.7% +0.7% 1.8 3,023 +3,023 1 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.7% +0.7% 1.7 10,059 +10,059 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL NEW — 0.6% +0.6% 1.6 3,075 +3,075 1 —
☆PCY funds › INVESCO EXCH TRADED FD TR II NEW — 0.6% +0.6% 1.6 80,931 +80,931 1 —
☆LLY funds › ELI LILLY & CO NEW — 0.6% +0.6% 1.6 1,965 +1,965 1 —
☆CVX funds › CHEVRON CORP NEW NEW — 0.6% +0.6% 1.5 8,992 +8,992 1 —
☆CUSIP:89151E109 funds › TOTALENERGIES SE NEW — 0.6% +0.6% 1.5 23,252 +23,252 1 —
☆NEE funds › NEXTERA ENERGY INC NEW — 0.6% +0.6% 1.4 20,412 +20,412 1 —
☆ADBE funds › ADOBE INC NEW — 0.6% +0.6% 1.4 3,702 +3,702 1 —
☆CEG funds › CONSTELLATION ENERGY CORP NEW — 0.6% +0.6% 1.4 6,999 +6,999 1 —
☆IUSB funds › ISHARES TR NEW — 0.5% +0.5% 1.4 30,253 +30,253 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.5% +0.5% 1.4 13,445 +13,445 1 —
☆MA funds › MASTERCARD INCORPORATED NEW — 0.5% +0.5% 1.4 2,505 +2,505 1 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN NEW — 0.5% +0.5% 1.3 7,778 +7,778 1 —
☆IVV funds › ISHARES TR NEW — 0.5% +0.5% 1.2 2,219 +2,219 1 —
☆IJH funds › ISHARES TR NEW — 0.5% +0.5% 1.2 20,509 +20,509 1 —
☆DTE funds › DTE ENERGY CO NEW — 0.5% +0.5% 1.2 8,617 +8,617 1 —
☆SMH funds › VANECK ETF TRUST NEW — 0.5% +0.5% 1.2 5,608 +5,608 1 —
☆DE funds › DEERE & CO NEW — 0.5% +0.5% 1.1 2,449 +2,449 1 —
☆ISRG funds › INTUITIVE SURGICAL INC NEW — 0.4% +0.4% 1.1 2,298 +2,298 1 —
☆CNM funds › CORE & MAIN INC NEW — 0.4% +0.4% 1.1 23,128 +23,128 1 —
☆DT funds › DYNATRACE INC NEW — 0.4% +0.4% 1.1 23,695 +23,695 1 —
☆NLR funds › VANECK ETF TRUST NEW — 0.4% +0.4% 1.1 14,739 +14,739 1 —
☆INTU funds › INTUIT NEW — 0.4% +0.4% 1.0 1,693 +1,693 1 —
☆PEP funds › PEPSICO INC NEW — 0.4% +0.4% 1.0 6,923 +6,923 1 —
☆IDXX funds › IDEXX LABS INC NEW — 0.4% +0.4% 1.0 2,461 +2,461 1 —
☆DHR funds › DANAHER CORPORATION NEW — 0.4% +0.4% 1.0 4,877 +4,877 1 —
☆NVO funds › NOVO-NORDISK A S NEW — 0.4% +0.4% 1.0 14,067 +14,067 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.4% +0.4% 1.0 13,278 +13,278 1 —
☆MPC funds › MARATHON PETE CORP NEW — 0.4% +0.4% 1.0 6,578 +6,578 1 —
☆XLE funds › SELECT SECTOR SPDR TR NEW — 0.4% +0.4% 0.9 9,988 +9,988 1 —
☆HRTS funds › TEMA ETF TRUST NEW — 0.4% +0.4% 0.9 30,841 +30,841 1 —
☆SPY funds › SPDR S&P 500 ETF TR NEW — 0.4% +0.4% 0.9 1,596 +1,596 1 —
☆A funds › AGILENT TECHNOLOGIES INC NEW — 0.3% +0.3% 0.9 7,399 +7,399 1 —
☆CUSIP:046353108 funds › ASTRAZENECA PLC NEW — 0.3% +0.3% 0.8 11,039 +11,039 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD NEW — 0.3% +0.3% 0.8 4,882 +4,882 1 —
☆VLTO funds › VERALTO CORP NEW — 0.3% +0.3% 0.8 8,277 +8,277 1 —
☆TER funds › TERADYNE INC NEW — 0.3% +0.3% 0.8 9,588 +9,588 1 —
☆AJAN funds › INNOVATOR ETFS TRUST NEW — 0.3% +0.3% 0.8 29,713 +29,713 1 —
☆NOC funds › NORTHROP GRUMMAN CORP NEW — 0.3% +0.3% 0.8 1,467 +1,467 1 —
☆SYK funds › STRYKER CORPORATION NEW — 0.3% +0.3% 0.7 2,002 +2,002 1 —
☆FTNT funds › FORTINET INC NEW — 0.3% +0.3% 0.7 7,439 +7,439 1 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.3% +0.3% 0.7 8,060 +8,060 1 —
☆PECO funds › PHILLIPS EDISON & CO INC NEW — 0.3% +0.3% 0.7 18,827 +18,827 1 —
☆UHAL funds › U HAUL HOLDING COMPANY NEW — 0.3% +0.3% 0.7 10,324 +10,324 1 —
☆SPRX funds › LISTED FD TR NEW — 0.3% +0.3% 0.7 33,674 +33,674 1 —
☆AEM funds › AGNICO EAGLE MINES LTD NEW — 0.3% +0.3% 0.7 6,074 +6,074 1 —
☆TSLA funds › TESLA INC NEW — 0.3% +0.3% 0.6 2,500 +2,500 1 —
☆SHW funds › SHERWIN WILLIAMS CO NEW — 0.3% +0.3% 0.6 1,830 +1,830 1 —
☆SKY funds › CHAMPION HOMES INC NEW — 0.2% +0.2% 0.6 6,464 +6,464 1 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.2% +0.2% 0.6 3,388 +3,388 1 —
☆QUAL funds › ISHARES TR NEW — 0.2% +0.2% 0.6 3,536 +3,536 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP NEW — 0.2% +0.2% 0.6 5,029 +5,029 1 —
☆QTUM funds › ETF SER SOLUTIONS NEW — 0.2% +0.2% 0.6 7,750 +7,750 1 —
☆IVW funds › ISHARES TR NEW — 0.2% +0.2% 0.6 6,061 +6,061 1 —
☆ABBV funds › ABBVIE INC NEW — 0.2% +0.2% 0.5 2,454 +2,454 1 —
☆V funds › VISA INC NEW — 0.2% +0.2% 0.5 1,465 +1,465 1 —
☆DYNF funds › BLACKROCK ETF TRUST NEW — 0.2% +0.2% 0.5 10,428 +10,428 1 —
☆VST funds › VISTRA CORP NEW — 0.2% +0.2% 0.5 4,226 +4,226 1 —
☆MCD funds › MCDONALDS CORP NEW — 0.2% +0.2% 0.5 1,508 +1,508 1 —
☆SO funds › SOUTHERN CO NEW — 0.2% +0.2% 0.5 5,025 +5,025 1 —
☆BABA funds › ALIBABA GROUP HLDG LTD NEW — 0.2% +0.2% 0.5 3,464 +3,464 1 —
☆RACE funds › FERRARI N V NEW — 0.2% +0.2% 0.5 1,057 +1,057 1 —
☆IVE funds › ISHARES TR NEW — 0.2% +0.2% 0.4 2,264 +2,264 1 —
☆FICO funds › FAIR ISAAC CORP NEW — 0.2% +0.2% 0.4 226 +226 1 —
☆EFV funds › ISHARES TR NEW — 0.2% +0.2% 0.4 7,061 +7,061 1 —
☆WMT funds › WALMART INC NEW — 0.2% +0.2% 0.4 4,617 +4,617 1 —
☆PJAN funds › INNOVATOR ETFS TRUST NEW — 0.2% +0.2% 0.4 9,530 +9,530 1 —
☆NFLX funds › NETFLIX INC NEW — 0.2% +0.2% 0.4 417 +417 1 —
☆GLD funds › SPDR GOLD TR NEW — 0.1% +0.1% 0.4 1,322 +1,322 1 —
☆IWY funds › ISHARES TR NEW — 0.1% +0.1% 0.4 1,765 +1,765 1 —
☆ETN funds › EATON CORP PLC NEW — 0.1% +0.1% 0.4 1,293 +1,293 1 —
☆DTM funds › DT MIDSTREAM INC NEW — 0.1% +0.1% 0.3 3,588 +3,588 1 —
☆MBB funds › ISHARES TR NEW — 0.1% +0.1% 0.3 3,565 +3,565 1 —
☆VLO funds › VALERO ENERGY CORP NEW — 0.1% +0.1% 0.3 2,424 +2,424 1 —
☆SGOV funds › ISHARES TR NEW — 0.1% +0.1% 0.3 3,071 +3,071 1 —
☆CMS funds › CMS ENERGY CORP NEW — 0.1% +0.1% 0.3 3,745 +3,745 1 —
☆RTX funds › RTX CORPORATION NEW — 0.1% +0.1% 0.3 2,074 +2,074 1 —
☆SNPS funds › SYNOPSYS INC NEW — 0.1% +0.1% 0.3 630 +630 1 —
☆ZALT funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.3 9,029 +9,029 1 —
☆EFG funds › ISHARES TR NEW — 0.1% +0.1% 0.3 2,685 +2,685 1 —
☆BJAN funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.3 5,565 +5,565 1 —
☆NJAN funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.3 5,558 +5,558 1 —
☆BINC funds › BLACKROCK ETF TRUST II NEW — 0.1% +0.1% 0.2 4,750 +4,750 1 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF NEW — 0.1% +0.1% 0.2 3,811 +3,811 1 —
☆MRK funds › MERCK & CO INC NEW — 0.1% +0.1% 0.2 2,755 +2,755 1 —
☆HD funds › HOME DEPOT INC NEW — 0.1% +0.1% 0.2 670 +670 1 —
☆TLH funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,340 +2,340 1 —
☆PGR funds › PROGRESSIVE CORP NEW — 0.1% +0.1% 0.2 827 +827 1 —
☆CSCO funds › CISCO SYS INC NEW — 0.1% +0.1% 0.2 3,791 +3,791 1 —
☆LKQ funds › LKQ CORP NEW — 0.1% +0.1% 0.2 5,127 +5,127 1 —
☆CRH funds › CRH PLC NEW — 0.1% +0.1% 0.2 2,398 +2,398 1 —
☆FAF funds › FIRST AMERN FINL CORP NEW — 0.1% +0.1% 0.2 3,183 +3,183 1 —
☆CLH funds › CLEAN HARBORS INC NEW — 0.1% +0.1% 0.2 1,026 +1,026 1 —
☆IEMG funds › ISHARES INC NEW — 0.1% +0.1% 0.2 3,733 +3,733 1 —
☆F funds › FORD MTR CO NEW — 0.1% +0.1% 0.2 19,142 +19,142 1 —
☆EMXC funds › ISHARES INC NEW — 0.1% +0.1% 0.2 3,444 +3,444 1 —
☆NOW funds › SERVICENOW INC NEW — 0.1% +0.1% 0.2 238 +238 1 —
☆HEI funds › HEICO CORP NEW NEW — 0.1% +0.1% 0.2 700 +700 1 —
☆AZO funds › AUTOZONE INC NEW — 0.1% +0.1% 0.2 49 +49 1 —
☆NFJ funds › VIRTUS DIVIDEND INTEREST & P NEW — 0.1% +0.1% 0.2 15,305 +15,305 1 —
☆IYW funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,314 +1,314 1 —
☆SGI funds › SOMNIGROUP INTERNATIONAL INC NEW — 0.1% +0.1% 0.2 3,055 +3,055 1 —
☆ETY funds › EATON VANCE TAX-MANAGED DIVE NEW — 0.1% +0.1% 0.2 12,755 +12,755 1 —
☆RBA funds › RB GLOBAL INC NEW — 0.1% +0.1% 0.2 1,804 +1,804 1 —
☆PM funds › PHILIP MORRIS INTL INC NEW — 0.1% +0.1% 0.2 1,125 +1,125 1 —
☆CUSIP:497266106 funds › KIRBY CORP NEW — 0.1% +0.1% 0.2 1,761 +1,761 1 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.2 857 +857 1 —
☆NKE funds › NIKE INC NEW — 0.1% +0.1% 0.2 2,729 +2,729 1 —
☆SSO funds › PROSHARES TR NEW — 0.1% +0.1% 0.2 2,050 +2,050 1 —
☆CUSIP:72346Q104 funds › PINNACLE FINL PARTNERS INC NEW — 0.1% +0.1% 0.2 1,591 +1,591 1 —
☆JNJ funds › JOHNSON & JOHNSON NEW — 0.1% +0.1% 0.2 986 +986 1 —
☆IAU funds › ISHARES GOLD TR NEW — 0.1% +0.1% 0.2 2,677 +2,677 1 —
☆USA funds › LIBERTY ALL STAR EQUITY FD NEW — 0.1% +0.1% 0.2 23,957 +23,957 1 —
☆ES funds › EVERSOURCE ENERGY NEW — 0.1% +0.1% 0.2 2,502 +2,502 1 —
☆QLD funds › PROSHARES TR NEW — 0.1% +0.1% 0.2 1,742 +1,742 1 —
☆OXY funds › OCCIDENTAL PETE CORP NEW — 0.1% +0.1% 0.2 3,122 +3,122 1 —
☆EMR funds › EMERSON ELEC CO NEW — 0.1% +0.1% 0.2 1,397 +1,397 1 —
☆MAS funds › MASCO CORP NEW — 0.1% +0.1% 0.1 2,141 +2,141 1 —
☆SLV funds › ISHARES SILVER TR NEW — 0.1% +0.1% 0.1 4,670 +4,670 1 —
☆QCOM funds › QUALCOMM INC NEW — 0.1% +0.1% 0.1 932 +932 1 —
☆MTUM funds › ISHARES TR NEW — 0.1% +0.1% 0.1 700 +700 1 —
☆TGT funds › TARGET CORP NEW — 0.1% +0.1% 0.1 1,353 +1,353 1 —
☆GPK funds › GRAPHIC PACKAGING HLDG CO NEW — 0.1% +0.1% 0.1 5,384 +5,384 1 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.1 6,143 +6,143 1 —
☆OEF funds › ISHARES TR NEW — 0.1% +0.1% 0.1 503 +503 1 —
☆AMGN funds › AMGEN INC NEW — 0.1% +0.1% 0.1 432 +432 1 —
☆CIEN funds › CIENA CORP NEW — 0.1% +0.1% 0.1 2,214 +2,214 1 —
☆KO funds › COCA COLA CO NEW — 0.1% +0.1% 0.1 1,853 +1,853 1 —
☆LIN funds › LINDE PLC NEW — 0.1% +0.1% 0.1 282 +282 1 —
☆IWX funds › ISHARES TR NEW — 0.1% +0.1% 0.1 1,596 +1,596 1 —
☆CUSIP:08579W103 funds › BERRY GLOBAL GROUP INC NEW — 0.1% +0.1% 0.1 1,862 +1,862 1 —
☆T funds › AT&T INC NEW — 0.1% +0.1% 0.1 4,514 +4,514 1 —
☆SOXX funds › ISHARES TR NEW — 0.1% +0.1% 0.1 677 +677 1 —
☆CUSIP:6706ER101 funds › NUVEEN S&P 500 BUY-WRITE INC NEW — 0.0% +0.0% 0.1 9,597 +9,597 1 —
☆FANG funds › DIAMONDBACK ENERGY INC NEW — 0.0% +0.0% 0.1 784 +784 1 —
☆GOOG funds › ALPHABET INC NEW — 0.0% +0.0% 0.1 801 +801 1 —
☆CMI funds › CUMMINS INC NEW — 0.0% +0.0% 0.1 397 +397 1 —
☆UTG funds › REAVES UTIL INCOME FD NEW — 0.0% +0.0% 0.1 3,795 +3,795 1 —
☆VZ funds › VERIZON COMMUNICATIONS INC NEW — 0.0% +0.0% 0.1 2,591 +2,591 1 —
☆LOW funds › LOWES COS INC NEW — 0.0% +0.0% 0.1 493 +493 1 —
☆APP funds › APPLOVIN CORP NEW — 0.0% +0.0% 0.1 421 +421 1 —
☆PLD funds › PROLOGIS INC. NEW — 0.0% +0.0% 0.1 990 +990 1 —
☆EW funds › EDWARDS LIFESCIENCES CORP NEW — 0.0% +0.0% 0.1 1,490 +1,490 1 —
☆ED funds › CONSOLIDATED EDISON INC NEW — 0.0% +0.0% 0.1 919 +919 1 —
☆HII funds › HUNTINGTON INGALLS INDS INC NEW — 0.0% +0.0% 0.1 492 +492 1 —
☆LCTU funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.1 1,630 +1,630 1 —
☆PWR funds › QUANTA SVCS INC NEW — 0.0% +0.0% 0.1 385 +385 1 —
☆GE funds › GE AEROSPACE NEW — 0.0% +0.0% 0.1 484 +484 1 —
☆HYT funds › BLACKROCK CORPOR HI YLD FD I NEW — 0.0% +0.0% 0.1 10,007 +10,007 1 —
☆DIS funds › DISNEY WALT CO NEW — 0.0% +0.0% 0.1 961 +961 1 —
☆ARCC funds › ARES CAPITAL CORP NEW — 0.0% +0.0% 0.1 4,275 +4,275 1 —
☆ET funds › ENERGY TRANSFER L P NEW — 0.0% +0.0% 0.1 5,022 +5,022 1 —
☆MMT funds › MFS MULTIMARKET INCOME TR NEW — 0.0% +0.0% 0.1 19,844 +19,844 1 —
☆APPF funds › APPFOLIO INC NEW — 0.0% +0.0% 0.1 409 +409 1 —
☆GFL funds › GFL ENVIRONMENTAL INC NEW — 0.0% +0.0% 0.1 1,861 +1,861 1 —
☆MO funds › ALTRIA GROUP INC NEW — 0.0% +0.0% 0.1 1,468 +1,468 1 —
☆TPLC funds › TIMOTHY PLAN NEW — 0.0% +0.0% 0.1 2,064 +2,064 1 —
☆BIBL funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.1 2,251 +2,251 1 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.0% +0.0% 0.1 321 +321 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC NEW — 0.0% +0.0% 0.1 397 +397 1 —
☆EMB funds › ISHARES TR NEW — 0.0% +0.0% 0.1 916 +916 1 —
☆ETJ funds › EATON VANCE RISK-MANAGED DIV NEW — 0.0% +0.0% 0.1 9,700 +9,700 1 —
☆USXF funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,718 +1,718 1 —
☆MUB funds › ISHARES TR NEW — 0.0% +0.0% 0.1 760 +760 1 —
☆MBWM funds › MERCANTILE BK CORP NEW — 0.0% +0.0% 0.1 1,842 +1,842 1 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.1 1,725 +1,725 1 —
☆SCI funds › SERVICE CORP INTL NEW — 0.0% +0.0% 0.1 994 +994 1 —
☆FCX funds › FREEPORT-MCMORAN INC NEW — 0.0% +0.0% 0.1 2,091 +2,091 1 —
☆USIG funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,510 +1,510 1 —
☆SH funds › PROSHARES TR NEW — 0.0% +0.0% 0.1 1,730 +1,730 1 —
☆CFR funds › CULLEN FROST BANKERS INC NEW — 0.0% +0.0% 0.1 597 +597 1 —
☆BAC funds › BANK AMERICA CORP NEW — 0.0% +0.0% 0.1 1,791 +1,791 1 —
☆SE funds › SEA LTD NEW — 0.0% +0.0% 0.1 555 +555 1 —
☆HEFA funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,985 +1,985 1 —
☆NSC funds › NORFOLK SOUTHN CORP NEW — 0.0% +0.0% 0.1 298 +298 1 —
☆FTF funds › FRANKLIN LTD DURATION INCOME NEW — 0.0% +0.0% 0.1 10,819 +10,819 1 —
☆CAT funds › CATERPILLAR INC NEW — 0.0% +0.0% 0.1 211 +211 1 —
☆CSX funds › CSX CORP NEW — 0.0% +0.0% 0.1 2,319 +2,319 1 —
☆JULT funds › AIM ETF PRODUCTS TRUST NEW — 0.0% +0.0% 0.1 1,768 +1,768 1 —
☆COIN funds › COINBASE GLOBAL INC NEW — 0.0% +0.0% 0.1 390 +390 1 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.1 313 +313 1 —
☆DSI funds › ISHARES TR NEW — 0.0% +0.0% 0.1 646 +646 1 —
☆KMI funds › KINDER MORGAN INC DEL NEW — 0.0% +0.0% 0.1 2,280 +2,280 1 —
☆DNP funds › DNP SELECT INCOME FD INC NEW — 0.0% +0.0% 0.1 6,488 +6,488 1 —
☆WWJD funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.1 2,075 +2,075 1 —
☆SUSC funds › ISHARES TR NEW — 0.0% +0.0% 0.1 2,745 +2,745 1 —
☆RING funds › ISHARES INC NEW — 0.0% +0.0% 0.1 1,650 +1,650 1 —
☆IVT funds › INVENTRUST PPTYS CORP NEW — 0.0% +0.0% 0.1 2,147 +2,147 1 —
☆WEC funds › WEC ENERGY GROUP INC NEW — 0.0% +0.0% 0.1 578 +578 1 —
☆TPHD funds › TIMOTHY PLAN NEW — 0.0% +0.0% 0.1 1,658 +1,658 1 —
☆SPYG funds › SPDR SER TR NEW — 0.0% +0.0% 0.1 772 +772 1 —
☆DUK funds › DUKE ENERGY CORP NEW NEW — 0.0% +0.0% 0.1 497 +497 1 —
☆GIS funds › GENERAL MLS INC NEW — 0.0% +0.0% 0.1 1,004 +1,004 1 —
☆ESTC funds › ELASTIC N V NEW — 0.0% +0.0% 0.1 673 +673 1 —
☆TLN funds › TALEN ENERGY CORP NEW — 0.0% +0.0% 0.1 300 +300 1 —
☆KR funds › KROGER CO NEW — 0.0% +0.0% 0.1 873 +873 1 —
☆APD funds › AIR PRODS & CHEMS INC NEW — 0.0% +0.0% 0.1 200 +200 1 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.0% +0.0% 0.1 800 +800 1 —
☆XLI funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.1 429 +429 1 —
☆CMCSA funds › COMCAST CORP NEW NEW — 0.0% +0.0% 0.1 1,507 +1,507 1 —
☆EAGG funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,164 +1,164 1 —
☆BA funds › BOEING CO NEW — 0.0% +0.0% 0.1 323 +323 1 —
☆SPYV funds › SPDR SER TR NEW — 0.0% +0.0% 0.1 1,076 +1,076 1 —
☆KNX funds › KNIGHT-SWIFT TRANSN HLDGS IN NEW — 0.0% +0.0% 0.1 1,262 +1,262 1 —
☆MFC funds › MANULIFE FINL CORP NEW — 0.0% +0.0% 0.1 1,759 +1,759 1 —
☆HXL funds › HEXCEL CORP NEW NEW — 0.0% +0.0% 0.1 1,000 +1,000 1 —
☆TMUS funds › T-MOBILE US INC NEW — 0.0% +0.0% 0.1 205 +205 1 —
☆O funds › REALTY INCOME CORP NEW — 0.0% +0.0% 0.1 942 +942 1 —
☆CUSIP:46436E866 funds › ISHARES TR NEW — 0.0% +0.0% 0.1 2,321 +2,321 1 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.1 912 +912 1 —
☆LMT funds › LOCKHEED MARTIN CORP NEW — 0.0% +0.0% 0.1 116 +116 1 —
☆ESGU funds › ISHARES TR NEW — 0.0% +0.0% 0.1 420 +420 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆AMH funds › AMERICAN HOMES 4 RENT NEW — 0.0% +0.0% 0.0 1,291 +1,291 1 —
☆QYLD funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 2,930 +2,930 1 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 817 +817 1 —
☆BX funds › BLACKSTONE INC NEW — 0.0% +0.0% 0.0 342 +342 1 —
☆SJM funds › SMUCKER J M CO NEW — 0.0% +0.0% 0.0 400 +400 1 —
☆BLW funds › BLACKROCK LTD DURATION INCOM NEW — 0.0% +0.0% 0.0 3,300 +3,300 1 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INC NEW — 0.0% +0.0% 0.0 4,144 +4,144 1 —
☆MIY funds › BLACKROCK MUNIYIELD MICH QU NEW — 0.0% +0.0% 0.0 4,064 +4,064 1 —
☆EDV funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 646 +646 1 —
☆UBER funds › UBER TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 627 +627 1 —
☆IBTG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 1,973 +1,973 1 —
☆ABT funds › ABBOTT LABS NEW — 0.0% +0.0% 0.0 334 +334 1 —
☆IWB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 143 +143 1 —
☆MDLZ funds › MONDELEZ INTL INC NEW — 0.0% +0.0% 0.0 644 +644 1 —
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 0.0 607 +607 1 —
☆IRM funds › IRON MTN INC DEL NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆TPSC funds › TIMOTHY PLAN NEW — 0.0% +0.0% 0.0 1,145 +1,145 1 —
☆DON funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.0 851 +851 1 —
☆DSU funds › BLACKROCK DEBT STRATEGIES FD NEW — 0.0% +0.0% 0.0 4,000 +4,000 1 —
☆HEIA funds › HEICO CORP NEW NEW — 0.0% +0.0% 0.0 197 +197 1 —
☆SPH funds › SUBURBAN PROPANE PARTNERS L NEW — 0.0% +0.0% 0.0 1,951 +1,951 1 —
☆SDY funds › SPDR SER TR NEW — 0.0% +0.0% 0.0 296 +296 1 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A NEW — 0.0% +0.0% 0.0 73 +73 1 —
☆RIV funds › RIVERNORTH OPPORTUNITIES FD NEW — 0.0% +0.0% 0.0 3,400 +3,400 1 —
☆IWR funds › ISHARES TR NEW — 0.0% +0.0% 0.0 468 +468 1 —
☆PAA funds › PLAINS ALL AMERN PIPELINE L NEW — 0.0% +0.0% 0.0 1,989 +1,989 1 —
☆ETV funds › EATON VANCE TAX-MANAGED BUY- NEW — 0.0% +0.0% 0.0 3,000 +3,000 1 —
☆GOVT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 1,709 +1,709 1 —
☆SHY funds › ISHARES TR NEW — 0.0% +0.0% 0.0 468 +468 1 —
☆TFLO funds › ISHARES TR NEW — 0.0% +0.0% 0.0 761 +761 1 —
☆PFF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 1,239 +1,239 1 —
☆ISMD funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 1,112 +1,112 1 —
☆SBUX funds › STARBUCKS CORP NEW — 0.0% +0.0% 0.0 385 +385 1 —
☆BSX funds › BOSTON SCIENTIFIC CORP NEW — 0.0% +0.0% 0.0 371 +371 1 —
☆XLF funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 742 +742 1 —
☆BAUG funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.0 865 +865 1 —
☆DPG funds › DUFF & PHELPS UTLITY AND INF NEW — 0.0% +0.0% 0.0 3,000 +3,000 1 —
☆IEI funds › ISHARES TR NEW — 0.0% +0.0% 0.0 308 +308 1 —
☆GEV funds › GE VERNOVA INC NEW — 0.0% +0.0% 0.0 118 +118 1 —
☆D funds › DOMINION ENERGY INC NEW — 0.0% +0.0% 0.0 639 +639 1 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.0 685 +685 1 —
☆DMXF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 516 +516 1 —
☆KBWD funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 2,400 +2,400 1 —
☆NRG funds › NRG ENERGY INC NEW — 0.0% +0.0% 0.0 360 +360 1 —
☆IGD funds › VOYA GLBL EQTY DIV & PREM OP NEW — 0.0% +0.0% 0.0 5,863 +5,863 1 —
☆PDI funds › PIMCO DYNAMIC INCOME FD NEW — 0.0% +0.0% 0.0 1,700 +1,700 1 —
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 0.0 49 +49 1 —
☆HOOD funds › ROBINHOOD MKTS INC NEW — 0.0% +0.0% 0.0 790 +790 1 —
☆GOF funds › GUGGENHEIM STRATEGIC OPPORTU NEW — 0.0% +0.0% 0.0 2,110 +2,110 1 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.0 565 +565 1 —
☆CUSIP:254709108 funds › DISCOVER FINL SVCS NEW — 0.0% +0.0% 0.0 188 +188 1 —
☆NTRA funds › NATERA INC NEW — 0.0% +0.0% 0.0 215 +215 1 —
☆JBTM funds › JBT MAREL CORPORATION NEW — 0.0% +0.0% 0.0 248 +248 1 —
☆EVV funds › EATON VANCE LIMITED DURATION NEW — 0.0% +0.0% 0.0 3,000 +3,000 1 —
☆NFG funds › NATIONAL FUEL GAS CO NEW — 0.0% +0.0% 0.0 376 +376 1 —
☆YUM funds › YUM BRANDS INC NEW — 0.0% +0.0% 0.0 183 +183 1 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.0% +0.0% 0.0 55 +55 1 —
☆SPUS funds › TIDAL ETF TR NEW — 0.0% +0.0% 0.0 732 +732 1 —
☆TIP funds › ISHARES TR NEW — 0.0% +0.0% 0.0 254 +254 1 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW NEW — 0.0% +0.0% 0.0 191 +191 1 —
☆DIA funds › SPDR DOW JONES INDL AVERAGE NEW — 0.0% +0.0% 0.0 66 +66 1 —
☆ESGE funds › ISHARES INC NEW — 0.0% +0.0% 0.0 775 +775 1 —
☆BBY funds › BEST BUY INC NEW — 0.0% +0.0% 0.0 360 +360 1 —
☆SPGI funds › S&P GLOBAL INC NEW — 0.0% +0.0% 0.0 52 +52 1 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC NEW — 0.0% +0.0% 0.0 525 +525 1 —
☆BJ funds › BJS WHSL CLUB HLDGS INC NEW — 0.0% +0.0% 0.0 231 +231 1 —
☆FE funds › FIRSTENERGY CORP NEW — 0.0% +0.0% 0.0 650 +650 1 —
☆ARM funds › ARM HOLDINGS PLC NEW — 0.0% +0.0% 0.0 241 +241 1 —
☆KHC funds › KRAFT HEINZ CO NEW — 0.0% +0.0% 0.0 839 +839 1 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC NEW — 0.0% +0.0% 0.0 51 +51 1 —
☆FWONK funds › LIBERTY MEDIA CORP DEL NEW — 0.0% +0.0% 0.0 278 +278 1 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN NEW — 0.0% +0.0% 0.0 296 +296 1 —
☆SMR funds › NUSCALE PWR CORP NEW — 0.0% +0.0% 0.0 1,750 +1,750 1 —
☆CWCO funds › CONSOLIDATED WATER CO INC NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆EXG funds › EATON VANCE TAX-MANAGED GLOB NEW — 0.0% +0.0% 0.0 3,000 +3,000 1 —
☆IWS funds › ISHARES TR NEW — 0.0% +0.0% 0.0 193 +193 1 —
☆WELL funds › WELLTOWER INC NEW — 0.0% +0.0% 0.0 156 +156 1 —
☆UNP funds › UNION PAC CORP NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆KMB funds › KIMBERLY-CLARK CORP NEW — 0.0% +0.0% 0.0 165 +165 1 —
☆NVS funds › NOVARTIS AG NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆ENB funds › ENBRIDGE INC NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆CRM funds › SALESFORCE INC NEW — 0.0% +0.0% 0.0 80 +80 1 —
☆XLU funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 266 +266 1 —
☆GAB funds › GABELLI EQUITY TR INC NEW — 0.0% +0.0% 0.0 3,750 +3,750 1 —
☆RCL funds › ROYAL CARIBBEAN GROUP NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 350 +350 1 —
☆FNCL funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 289 +289 1 —
☆FELE funds › FRANKLIN ELEC INC NEW — 0.0% +0.0% 0.0 212 +212 1 —
☆EMD funds › WESTERN ASSET EMERGING MKTS NEW — 0.0% +0.0% 0.0 2,000 +2,000 1 —
☆CUSIP:143658300 funds › CARNIVAL CORP NEW — 0.0% +0.0% 0.0 1,010 +1,010 1 —
☆GSK funds › GSK PLC NEW — 0.0% +0.0% 0.0 508 +508 1 —
☆CUSIP:05370A108 funds › AVIDITY BIOSCIENCES INC NEW — 0.0% +0.0% 0.0 663 +663 1 —
☆HYDB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 415 +415 1 —
☆MCK funds › MCKESSON CORP NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆ICVT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 232 +232 1 —
☆XLY funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 98 +98 1 —
☆LCTD funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 417 +417 1 —
☆ALAB funds › ASTERA LABS INC NEW — 0.0% +0.0% 0.0 322 +322 1 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC NEW — 0.0% +0.0% 0.0 75 +75 1 —
☆RC funds › READY CAPITAL CORP NEW — 0.0% +0.0% 0.0 3,747 +3,747 1 —
☆DOW funds › DOW INC NEW — 0.0% +0.0% 0.0 545 +545 1 —
☆VPU funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 111 +111 1 —
☆PRU funds › PRUDENTIAL FINL INC NEW — 0.0% +0.0% 0.0 169 +169 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS NEW — 0.0% +0.0% 0.0 97 +97 1 —
☆CHTR funds › CHARTER COMMUNICATIONS INC N NEW — 0.0% +0.0% 0.0 51 +51 1 —
☆ARKK funds › ARK ETF TR NEW — 0.0% +0.0% 0.0 395 +395 1 —
☆VTV funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.0 108 +108 1 —
☆FSK funds › FS KKR CAP CORP NEW — 0.0% +0.0% 0.0 890 +890 1 —
☆CACI funds › CACI INTL INC NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆UAL funds › UNITED AIRLS HLDGS INC NEW — 0.0% +0.0% 0.0 260 +260 1 —
☆MSI funds › MOTOROLA SOLUTIONS INC NEW — 0.0% +0.0% 0.0 41 +41 1 —
☆LUV funds › SOUTHWEST AIRLS CO NEW — 0.0% +0.0% 0.0 534 +534 1 —
☆HYG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 227 +227 1 —
☆GSBD funds › GOLDMAN SACHS BDC INC NEW — 0.0% +0.0% 0.0 1,500 +1,500 1 —
☆JKHY funds › HENRY JACK & ASSOC INC NEW — 0.0% +0.0% 0.0 95 +95 1 —
☆JPC funds › NUVEEN PFD & INCOME OPPORTUN NEW — 0.0% +0.0% 0.0 2,174 +2,174 1 —
☆SHEL funds › SHELL PLC NEW — 0.0% +0.0% 0.0 236 +236 1 —
☆PINE funds › ALPINE INCOME PPTY TR INC NEW — 0.0% +0.0% 0.0 1,007 +1,007 1 —
☆IBIC funds › ISHARES TR NEW — 0.0% +0.0% 0.0 644 +644 1 —
☆FCNCA funds › FIRST CTZNS BANCSHARES INC N NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆TJX funds › TJX COS INC NEW NEW — 0.0% +0.0% 0.0 135 +135 1 —
☆COP funds › CONOCOPHILLIPS NEW — 0.0% +0.0% 0.0 156 +156 1 —
☆BXSL funds › BLACKSTONE SECD LENDING FD NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆CHKP funds › CHECK POINT SOFTWARE TECH LT NEW — 0.0% +0.0% 0.0 70 +70 1 —
☆IFN funds › INDIA FD INC NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆CUSIP:92340V107 funds › VEREN INC NEW — 0.0% +0.0% 0.0 2,358 +2,358 1 —
☆DG funds › DOLLAR GEN CORP NEW NEW — 0.0% +0.0% 0.0 175 +175 1 —
☆NBIS funds › NEBIUS GROUP N.V. NEW — 0.0% +0.0% 0.0 726 +726 1 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.0% +0.0% 0.0 105 +105 1 —
☆EUSB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 341 +341 1 —
☆ETR funds › ENTERGY CORP NEW NEW — 0.0% +0.0% 0.0 173 +173 1 —
☆PBR funds › PETROLEO BRASILEIRO SA PETRO NEW — 0.0% +0.0% 0.0 1,001 +1,001 1 —
☆ZROZ funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INC NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆ETHE funds › GRAYSCALE ETHEREUM TRUST ETF NEW — 0.0% +0.0% 0.0 939 +939 1 —
☆WMB funds › WILLIAMS COS INC NEW — 0.0% +0.0% 0.0 235 +235 1 —
☆CL funds › COLGATE PALMOLIVE CO NEW — 0.0% +0.0% 0.0 150 +150 1 —
☆WES funds › WESTERN MIDSTREAM PARTNERS L NEW — 0.0% +0.0% 0.0 343 +343 1 —
☆GLBE funds › GLOBAL E ONLINE LTD NEW — 0.0% +0.0% 0.0 388 +388 1 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I NEW — 0.0% +0.0% 0.0 171 +171 1 —
☆ITB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 145 +145 1 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET NEW — 0.0% +0.0% 0.0 377 +377 1 —
☆BKT funds › BLACKROCK INCOME TR INC NEW — 0.0% +0.0% 0.0 1,160 +1,160 1 —
☆AVUV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 153 +153 1 —
☆HR funds › HEALTHCARE RLTY TR NEW — 0.0% +0.0% 0.0 783 +783 1 —
☆CUSIP:018522300 funds › ALLETE INC NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆SIVR funds › ABRDN SILVER ETF TRUST NEW — 0.0% +0.0% 0.0 400 +400 1 —
☆EXC funds › EXELON CORP NEW — 0.0% +0.0% 0.0 275 +275 1 —
☆FMC funds › FMC CORP NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆WFC funds › WELLS FARGO CO NEW NEW — 0.0% +0.0% 0.0 175 +175 1 —
☆IWP funds › ISHARES TR NEW — 0.0% +0.0% 0.0 105 +105 1 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L NEW — 0.0% +0.0% 0.0 357 +357 1 —
☆QRMI funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 730 +730 1 —
☆AMRC funds › AMERESCO INC NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆IQV funds › IQVIA HLDGS INC NEW — 0.0% +0.0% 0.0 68 +68 1 —
☆NET funds › CLOUDFLARE INC NEW — 0.0% +0.0% 0.0 104 +104 1 —
☆EXE funds › EXPAND ENERGY CORPORATION NEW — 0.0% +0.0% 0.0 105 +105 1 —
☆EA funds › ELECTRONIC ARTS INC NEW — 0.0% +0.0% 0.0 80 +80 1 —
☆TKO funds › TKO GROUP HOLDINGS INC NEW — 0.0% +0.0% 0.0 73 +73 1 —
☆FTEC funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 69 +69 1 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆MNST funds › MONSTER BEVERAGE CORP NEW NEW — 0.0% +0.0% 0.0 186 +186 1 —
☆ICOP funds › ISHARES TR NEW — 0.0% +0.0% 0.0 407 +407 1 —
☆VGT funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 130 +130 1 —
☆ROK funds › ROCKWELL AUTOMATION INC NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆MMU funds › WESTERN ASSET MANAGED MUNS F NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆DRLL funds › EA SERIES TRUST NEW — 0.0% +0.0% 0.0 345 +345 1 —
☆CUSIP:26614N102 funds › DUPONT DE NEMOURS INC NEW — 0.0% +0.0% 0.0 137 +137 1 —
☆CORZ funds › CORE SCIENTIFIC INC NEW NEW — 0.0% +0.0% 0.0 1,413 +1,413 1 —
☆GDX funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.0 222 +222 1 —
☆ACGL funds › ARCH CAP GROUP LTD NEW — 0.0% +0.0% 0.0 104 +104 1 —
☆CVS funds › CVS HEALTH CORP NEW — 0.0% +0.0% 0.0 147 +147 1 —
☆SMCI funds › SUPER MICRO COMPUTER INC NEW — 0.0% +0.0% 0.0 290 +290 1 —
☆WELD funds › TEMA ETF TRUST NEW — 0.0% +0.0% 0.0 284 +284 1 —
☆CHW funds › CALAMOS GBL DYN INCOME FUND NEW — 0.0% +0.0% 0.0 1,500 +1,500 1 —
☆SHOP funds › SHOPIFY INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆AEP funds › AMERICAN ELEC PWR CO INC NEW — 0.0% +0.0% 0.0 87 +87 1 —
☆PINS funds › PINTEREST INC NEW — 0.0% +0.0% 0.0 306 +306 1 —
☆HBAN funds › HUNTINGTON BANCSHARES INC NEW — 0.0% +0.0% 0.0 632 +632 1 —
☆COM funds › DIREXION SHS ETF TR NEW — 0.0% +0.0% 0.0 313 +313 1 —
☆EL funds › LAUDER ESTEE COS INC NEW — 0.0% +0.0% 0.0 137 +137 1 —
☆STLA funds › STELLANTIS N.V NEW — 0.0% +0.0% 0.0 800 +800 1 —
☆FTV funds › FORTIVE CORP NEW — 0.0% +0.0% 0.0 122 +122 1 —
☆FXL funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.0 67 +67 1 —
☆LW funds › LAMB WESTON HLDGS INC NEW — 0.0% +0.0% 0.0 165 +165 1 —
☆DAL funds › DELTA AIR LINES INC DEL NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆VNO funds › VORNADO RLTY TR NEW — 0.0% +0.0% 0.0 235 +235 1 —
☆CCJ funds › CAMECO CORP NEW — 0.0% +0.0% 0.0 210 +210 1 —
☆FSTA funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 169 +169 1 —
☆CLF funds › CLEVELAND-CLIFFS INC NEW NEW — 0.0% +0.0% 0.0 1,027 +1,027 1 —
☆EVG funds › EATON VANCE SHORT DURATION D NEW — 0.0% +0.0% 0.0 750 +750 1 —
☆FOUR funds › SHIFT4 PMTS INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆CVNA funds › CARVANA CO NEW — 0.0% +0.0% 0.0 39 +39 1 —
☆COHR funds › COHERENT CORP NEW — 0.0% +0.0% 0.0 118 +118 1 —
☆RLI funds › RLI CORP NEW — 0.0% +0.0% 0.0 95 +95 1 —
☆NREF funds › NEXPOINT REAL ESTATE FIN INC NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆WSO funds › WATSCO INC NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆GKOS funds › GLAUKOS CORP NEW — 0.0% +0.0% 0.0 75 +75 1 —
☆MJ funds › AMPLIFY ETF TR NEW — 0.0% +0.0% 0.0 375 +375 1 —
☆PH funds › PARKER-HANNIFIN CORP NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆SBAC funds › SBA COMMUNICATIONS CORP NEW NEW — 0.0% +0.0% 0.0 33 +33 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 86 +86 1 —
☆NVR funds › NVR INC NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆HSY funds › HERSHEY CO NEW — 0.0% +0.0% 0.0 42 +42 1 —
☆CTVA funds › CORTEVA INC NEW — 0.0% +0.0% 0.0 114 +114 1 —
☆TPG funds › TPG INC NEW — 0.0% +0.0% 0.0 151 +151 1 —
☆FLGT funds › FULGENT GENETICS INC NEW — 0.0% +0.0% 0.0 420 +420 1 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 76 +76 1 —
☆GM funds › GENERAL MTRS CO NEW — 0.0% +0.0% 0.0 147 +147 1 —
☆URI funds › UNITED RENTALS INC NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆HLI funds › HOULIHAN LOKEY INC NEW — 0.0% +0.0% 0.0 42 +42 1 —
☆ROAD funds › CONSTRUCTION PARTNERS INC NEW — 0.0% +0.0% 0.0 94 +94 1 —
☆SCHZ funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 290 +290 1 —
☆CHD funds › CHURCH & DWIGHT CO INC NEW — 0.0% +0.0% 0.0 61 +61 1 —
☆HLIT funds › HARMONIC INC NEW — 0.0% +0.0% 0.0 700 +700 1 —
☆HIMU funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 135 +135 1 —
☆BP funds › BP PLC NEW — 0.0% +0.0% 0.0 197 +197 1 —
☆BLK funds › BLACKROCK INC NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆ACN funds › ACCENTURE PLC IRELAND NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆MET funds › METLIFE INC NEW — 0.0% +0.0% 0.0 81 +81 1 —
☆CUSIP:904767704 funds › UNILEVER PLC NEW — 0.0% +0.0% 0.0 109 +109 1 —
☆FUN funds › SIX FLAGS ENTERTAINMENT CORP NEW — 0.0% +0.0% 0.0 180 +180 1 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO NEW — 0.0% +0.0% 0.0 105 +105 1 —
☆HSBC funds › HSBC HLDGS PLC NEW — 0.0% +0.0% 0.0 108 +108 1 —
☆AIQ funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 170 +170 1 —
☆OKE funds › ONEOK INC NEW NEW — 0.0% +0.0% 0.0 61 +61 1 —
☆CRL funds › CHARLES RIV LABS INTL INC NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆CI funds › THE CIGNA GROUP NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆PHYS funds › SPROTT PHYSICAL GOLD TR NEW — 0.0% +0.0% 0.0 236 +236 1 —
☆SCHX funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 257 +257 1 —
☆MINT funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.0 56 +56 1 —
☆DEO funds › DIAGEO PLC NEW — 0.0% +0.0% 0.0 53 +53 1 —
☆UBS funds › UBS GROUP AG NEW — 0.0% +0.0% 0.0 180 +180 1 —
☆HLN funds › HALEON PLC NEW — 0.0% +0.0% 0.0 523 +523 1 —
☆BNDX funds › VANGUARD CHARLOTTE FDS NEW — 0.0% +0.0% 0.0 109 +109 1 —
☆ALC funds › ALCON AG NEW — 0.0% +0.0% 0.0 56 +56 1 —
☆NLY funds › ANNALY CAPITAL MANAGEMENT IN NEW — 0.0% +0.0% 0.0 256 +256 1 —
☆STNG funds › SCORPIO TANKERS INC NEW — 0.0% +0.0% 0.0 137 +137 1 —
☆VG funds › VENTURE GLOBAL INC NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆ROKU funds › ROKU INC NEW — 0.0% +0.0% 0.0 73 +73 1 —
☆URNM funds › SPROTT FDS TR NEW — 0.0% +0.0% 0.0 158 +158 1 —
☆HESM funds › HESS MIDSTREAM LP NEW — 0.0% +0.0% 0.0 120 +120 1 —
☆FHLC funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 74 +74 1 —
☆ALB funds › ALBEMARLE CORP NEW — 0.0% +0.0% 0.0 70 +70 1 —
☆JQC funds › NUVEEN CR STRATEGIES INCOME NEW — 0.0% +0.0% 0.0 933 +933 1 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC NEW — 0.0% +0.0% 0.0 400 +400 1 —
☆FDVV funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆TWLO funds › TWILIO INC NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆SUB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆PMO funds › PUTNAM MUN OPPORTUNITIES TR NEW — 0.0% +0.0% 0.0 476 +476 1 —

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
2025Q2 255 656 0.00 38% 0.021 0.466 — entered
2024Q4 390 680 0.00 51% 0.087 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