Iron Horse Wealth Management 13F annual report
Iron Horse Wealth Management is an investment fund managing more than $262 billion ran by Dennis Markway. There are currently 376 companies in Mr. Markway’s portfolio. The largest investments include Vanguard Admiral Fds Inc and Vanguard Whitehall Fds, together worth $55.5 billion.
Limited to 30 biggest holdings
$262 billion Assets Under Management (AUM)
As of 15th July 2024, Iron Horse Wealth Management’s top holding is 83,379 shares of Vanguard Admiral Fds Inc currently worth over $27.8 billion and making up 10.6% of the portfolio value.
In addition, the fund holds 233,522 shares of Vanguard Whitehall Fds worth $27.7 billion.
The third-largest holding is J P Morgan Exchange Traded F worth $35.3 billion and the next is Vanguard Scottsdale Fds worth $20.7 billion, with 259,322 shares owned.
Currently, Iron Horse Wealth Management's portfolio is worth at least $262 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Iron Horse Wealth Management
The Iron Horse Wealth Management office and employees reside in Johston, Iowa. According to the last 13-F report filed with the SEC, Dennis Markway serves as the President at Iron Horse Wealth Management.
Recent trades
In the most recent 13F filing, Iron Horse Wealth Management revealed that it had opened a new position in
Mastercard and bought 403 shares worth $178 million.
This means they effectively own approximately 0.1% of the company.
Mastercard makes up
10.4%
of the fund's Finance sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Vanguard Admiral Fds Inc by buying
1,223 additional shares.
This makes their stake in Vanguard Admiral Fds Inc total 83,379 shares worth $27.8 billion.
On the other hand, there are companies that Iron Horse Wealth Management is getting rid of from its portfolio.
Iron Horse Wealth Management closed its position in Goldman Sachs Etf Tr on 22nd July 2024.
It sold the previously owned 300 shares for $14 million.
Dennis Markway also disclosed a decreased stake in Spdr Ser Tr by approximately 0.1%.
This leaves the value of the investment at $3.47 billion and 70,841 shares.
One of the smaller hedge funds
The two most similar investment funds to Iron Horse Wealth Management are Stone Run Capital and Perspectives, Inc. They manage $262 billion and $262 billion respectively.
Dennis Markway investment strategy
Iron Horse Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Finance — making up 0.7% of
the total portfolio value.
The fund focuses on investments in the United States as
49.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
41% of the total holdings value.
On the other hand, small-cap stocks make up only 2.4% of the portfolio.
The average market cap of the portfolio companies is close to $97.3 billion.
The complete list of Iron Horse Wealth Management trades based on 13F SEC filings
These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Admiral Fds Inc |
1.49%
83,379
|
$27,802,759,000 | 10.62% |
| Vanguard Whitehall Fds |
2.60%
233,522
|
$27,683,146,000 | 10.58% |
| J P Morgan Exchange Traded F |
3.19%
713,880
|
$35,316,419,000 | 13.49% |
| Vanguard Scottsdale Fds |
3.17%
259,322
|
$20,694,914,000 | 7.91% |
| Ishares Tr |
3.92%
203,316
|
$21,535,319,000 | 8.23% |
| Spdr Sp 500 Etf Tr |
3.13%
33,664
|
$18,320,846,000 | 7.00% |
| Vanguard Tax-managed Fds |
3.86%
335,111
|
$16,561,197,000 | 6.33% |
| Spdr Index Shs Fds |
2.80%
451,454
|
$15,843,692,000 | 6.05% |
| Vanguard Index Fds |
2.91%
217,695
|
$43,208,332,000 | 16.51% |
| Vanguard Intl Equity Index F |
2.82%
224,450
|
$9,830,175,000 | 3.76% |
| Global X Fds |
3.97%
417,451
|
$8,542,543,000 | 3.26% |
| Spdr Ser Tr |
1.53%
70,841
|
$3,470,196,000 | 1.33% |
| Apple Inc |
16.49%
4,571
|
$962,780,000 | 0.37% |
| Berkshire Hathaway Inc. |
37.13%
1,976
|
$803,924,000 | 0.31% |
| Unitedhealth Group Inc |
No change
1,167
|
$594,306,000 | 0.23% |
| Wells Fargo Co New |
1.52%
9,631
|
$571,968,000 | 0.22% |
| Procter And Gamble Co |
28.49%
1,876
|
$309,337,000 | 0.12% |
| Coca-Cola Co |
No change
4,721
|
$300,492,000 | 0.11% |
| Exxon Mobil Corp. |
2.33%
2,557
|
$294,323,000 | 0.11% |
| Lennox International Inc |
No change
535
|
$286,214,000 | 0.11% |
| Principal Financial Group In |
No change
3,599
|
$282,342,000 | 0.11% |
| Microsoft Corporation |
98.36%
605
|
$270,539,000 | 0.10% |
| Aflac Inc. |
No change
3,020
|
$269,716,000 | 0.10% |
| Apollo Global Mgmt Inc |
15.72%
1,984
|
$234,251,000 | 0.09% |
| Johnson Johnson |
11.84%
1,587
|
$231,894,000 | 0.09% |
| Deere Co |
0.49%
615
|
$229,922,000 | 0.09% |
| Starbucks Corp. |
44.58%
2,880
|
$224,241,000 | 0.09% |
| Schwab Strategic Tr |
0.65%
4,734
|
$244,258,000 | 0.09% |
| Mastercard Incorporated |
Opened
403
|
$177,658,000 | 0.07% |
| Fidelity National Financial Inc |
5.31%
3,565
|
$176,198,000 | 0.07% |
| Berkley W R Corp |
No change
2,218
|
$174,290,000 | 0.07% |
| International Business Machs |
44.78%
970
|
$167,762,000 | 0.06% |
| American Express Co. |
587.00%
687
|
$159,003,000 | 0.06% |
| Honeywell International Inc |
149.47%
711
|
$151,825,000 | 0.06% |
| GE Aerospace |
6.56%
877
|
$139,417,000 | 0.05% |
| Chevron Corp. |
No change
890
|
$139,214,000 | 0.05% |
| Tractor Supply Co. |
No change
490
|
$132,300,000 | 0.05% |
| Oneok Inc. |
Opened
1,579
|
$128,767,000 | 0.05% |
| Alliant Energy Corp. |
No change
2,465
|
$125,469,000 | 0.05% |
| Fg Annuities Life Inc |
723.38%
2,923
|
$111,207,000 | 0.04% |
| Tesla Inc |
No change
481
|
$95,180,000 | 0.04% |
| AMGEN Inc. |
585.71%
288
|
$89,932,000 | 0.03% |
| Pepsico Inc |
309.77%
545
|
$89,846,000 | 0.03% |
| Levi Strauss Co New |
No change
4,500
|
$86,760,000 | 0.03% |
| Bank Montreal Que |
No change
980
|
$82,173,000 | 0.03% |
| Alphabet Inc |
144.57%
450
|
$81,968,000 | 0.03% |
| CVS Health Corp |
No change
1,353
|
$79,908,000 | 0.03% |
| Prudential Finl Inc |
2,507.69%
678
|
$79,465,000 | 0.03% |
| Jpmorgan Chase Co. |
No change
375
|
$75,918,000 | 0.03% |
| Vanguard World Fd |
No change
317
|
$80,543,000 | 0.03% |
| Baxter International Inc. |
No change
2,250
|
$75,263,000 | 0.03% |
| Kinder Morgan Inc |
No change
3,528
|
$70,101,000 | 0.03% |
| Intel Corp. |
No change
2,206
|
$68,320,000 | 0.03% |
| Verizon Communications Inc |
No change
1,655
|
$68,265,000 | 0.03% |
| Mcdonalds Corp |
1.86%
264
|
$67,278,000 | 0.03% |
| NVIDIA Corp |
900.00%
500
|
$61,770,000 | 0.02% |
| Costco Whsl Corp New |
No change
72
|
$61,199,000 | 0.02% |
| Visa Inc |
Opened
233
|
$61,156,000 | 0.02% |
| Salesforce Inc |
Opened
235
|
$60,499,000 | 0.02% |
| Cencora Inc. |
No change
262
|
$59,029,000 | 0.02% |
| Ameriprise Finl Inc |
Opened
137
|
$58,618,000 | 0.02% |
| 3M Co. |
8.02%
562
|
$57,390,000 | 0.02% |
| Conagra Brands Inc |
No change
2,000
|
$56,840,000 | 0.02% |
| Lamb Weston Holdings Inc |
No change
666
|
$55,997,000 | 0.02% |
| Disney Walt Co |
148.66%
557
|
$55,321,000 | 0.02% |
| DuPont de Nemours Inc |
No change
678
|
$54,572,000 | 0.02% |
| Boeing Co. |
17.32%
298
|
$54,239,000 | 0.02% |
| Vanguard Scottsdale Fds |
Opened
1,309
|
$70,760,000 | 0.03% |
| Merck Co Inc |
No change
421
|
$52,120,000 | 0.02% |
| Att Inc |
72.34%
2,642
|
$50,489,000 | 0.02% |
| Lowes Cos Inc |
No change
225
|
$49,604,000 | 0.02% |
| Ishares U S Etf Tr |
No change
1,381
|
$69,118,000 | 0.03% |
| Alphabet Inc |
Opened
260
|
$47,743,000 | 0.02% |
| Schwab Strategic Tr |
Opened
6,689
|
$287,523,000 | 0.11% |
| Dow Inc |
No change
871
|
$46,207,000 | 0.02% |
| Caterpillar Inc. |
3.97%
131
|
$43,636,000 | 0.02% |
| Walmart Inc |
No change
642
|
$43,470,000 | 0.02% |
| Cisco Sys Inc |
617.74%
890
|
$42,284,000 | 0.02% |
| Hormel Foods Corp. |
No change
1,374
|
$41,893,000 | 0.02% |
| Cigna Group (The) |
No change
125
|
$41,321,000 | 0.02% |
| Marsh Mclennan Cos Inc |
712.50%
195
|
$41,090,000 | 0.02% |
| Corteva Inc |
9.69%
755
|
$40,725,000 | 0.02% |
| Nuveen Municipal Credit Inc |
Opened
3,201
|
$39,532,000 | 0.02% |
| GSK Plc |
No change
1,000
|
$38,500,000 | 0.01% |
| Yum Brands Inc. |
3,088.89%
287
|
$38,078,000 | 0.01% |
| Proshares Tr |
6.21%
272
|
$37,841,000 | 0.01% |
| Lockheed Martin Corp. |
No change
81
|
$37,835,000 | 0.01% |
| Simplify Exchange Traded Fun |
No change
1,600
|
$35,936,000 | 0.01% |
| Altria Group Inc. |
0.13%
765
|
$34,837,000 | 0.01% |
| Ge Vernova Inc |
Opened
202
|
$34,645,000 | 0.01% |
| Medical Pptys Trust Inc |
166.67%
8,000
|
$34,480,000 | 0.01% |
| Amazon.com Inc. |
No change
178
|
$34,399,000 | 0.01% |
| Invesco Exchange Traded Fd T |
No change
1,042
|
$57,475,000 | 0.02% |
| Target Corp |
18.32%
223
|
$33,015,000 | 0.01% |
| Select Sector Spdr Tr |
888.89%
445
|
$30,322,000 | 0.01% |
| Eli Lilly Co |
No change
33
|
$29,878,000 | 0.01% |
| Adobe Inc |
No change
50
|
$27,777,000 | 0.01% |
| Wisdomtree Tr |
18.09%
594
|
$27,080,000 | 0.01% |
| Telephone Data Sys Inc |
No change
1,236
|
$25,622,000 | 0.01% |
| Philip Morris International Inc |
684.38%
251
|
$25,445,000 | 0.01% |
| Walgreens Boots Alliance Inc |
162.50%
2,100
|
$25,400,000 | 0.01% |
| Entergy Corp. |
Opened
233
|
$24,970,000 | 0.01% |
| Caseys Gen Stores Inc |
No change
65
|
$24,959,000 | 0.01% |
| EBay Inc. |
No change
445
|
$23,905,000 | 0.01% |
| Bank America Corp |
510.20%
598
|
$23,797,000 | 0.01% |
| Capital Group Core Balanced |
No change
800
|
$23,784,000 | 0.01% |
| Uber Technologies Inc |
No change
310
|
$22,531,000 | 0.01% |
| Vale S.A. |
34.72%
1,940
|
$21,670,000 | 0.01% |
| John Hancock Exchange Traded |
Opened
329
|
$21,388,000 | 0.01% |
| Clorox Co. |
No change
155
|
$21,153,000 | 0.01% |
| Pfizer Inc. |
No change
736
|
$20,593,000 | 0.01% |
| Nike, Inc. |
5.86%
271
|
$20,425,000 | 0.01% |
| Kroger Co. |
No change
404
|
$20,172,000 | 0.01% |
| Abbott Labs |
No change
194
|
$20,159,000 | 0.01% |
| General Dynamics Corp. |
No change
68
|
$19,730,000 | 0.01% |
| Healthpeak Properties Inc. |
No change
1,000
|
$19,600,000 | 0.01% |
| Meta Platforms Inc |
No change
38
|
$19,160,000 | 0.01% |
| Wingstop Inc |
No change
45
|
$19,020,000 | 0.01% |
| C.H. Robinson Worldwide, Inc. |
No change
210
|
$18,505,000 | 0.01% |
| First Tr Exchange-traded Fd |
No change
90
|
$18,445,000 | 0.01% |
| Ishares Inc |
No change
1,032
|
$44,676,000 | 0.02% |
| Bunge Global SA |
No change
170
|
$18,151,000 | 0.01% |
| Morgan Stanley |
No change
182
|
$17,689,000 | 0.01% |
| Tjx Cos Inc New |
No change
150
|
$16,515,000 | 0.01% |
| Air Prods Chems Inc |
No change
62
|
$15,999,000 | 0.01% |
| Royal Caribbean Group |
No change
100
|
$15,943,000 | 0.01% |
| Constellation Energy Corp |
No change
75
|
$15,020,000 | 0.01% |
| Gamestop Corp New |
No change
600
|
$14,814,000 | 0.01% |
| Brookfield Real Assets Incom |
No change
1,135
|
$14,483,000 | 0.01% |
| Taiwan Semiconductor Mfg Ltd |
No change
83
|
$14,426,000 | 0.01% |
| Goldman Sachs Etf Tr |
100.00%
200
|
$14,231,000 | 0.01% |
| PayPal Holdings Inc |
No change
244
|
$14,159,000 | 0.01% |
| Home Depot, Inc. |
No change
41
|
$14,114,000 | 0.01% |
| Price T Rowe Group Inc |
No change
121
|
$13,959,000 | 0.01% |
| Advanced Micro Devices Inc. |
No change
86
|
$13,950,000 | 0.01% |
| Emerson Elec Co |
No change
125
|
$13,770,000 | 0.01% |
| Houlihan Lokey Inc |
No change
96
|
$12,947,000 | 0.00% |
| Ford Mtr Co Del |
19.12%
1,032
|
$12,941,000 | 0.00% |
| Broadcom Inc. |
No change
8
|
$12,844,000 | 0.00% |
| Kronos Worldwide, Inc. |
No change
1,000
|
$12,550,000 | 0.00% |
| BP plc |
No change
343
|
$12,382,000 | 0.00% |
| Abbvie Inc |
No change
72
|
$12,349,000 | 0.00% |
| Grainger W W Inc |
No change
13
|
$11,729,000 | 0.00% |
| International Flavorsfragra |
No change
122
|
$11,616,000 | 0.00% |
| Ulta Beauty Inc |
Opened
30
|
$11,576,000 | 0.00% |
| Builders Firstsource Inc |
No change
83
|
$11,488,000 | 0.00% |
| Medtronic Plc |
No change
144
|
$11,334,000 | 0.00% |
| Kraft Heinz Co |
586.00%
343
|
$11,051,000 | 0.00% |
| Waste Mgmt Inc Del |
No change
50
|
$10,667,000 | 0.00% |
| Hamilton Lane Inc |
No change
85
|
$10,504,000 | 0.00% |
| Principal Exchange Traded Fd |
No change
191
|
$10,362,000 | 0.00% |
| Novo-nordisk A S |
No change
70
|
$9,992,000 | 0.00% |
| Cadence Design System Inc |
No change
32
|
$9,848,000 | 0.00% |
| Exelon Corp. |
No change
282
|
$9,760,000 | 0.00% |
| Goldman Sachs Etf Tr |
Closed
300
|
$14,013,000 | |
| Comcast Corp New |
No change
237
|
$9,302,000 | 0.00% |
| Select Sector Spdr Tr |
Opened
51
|
$9,239,000 | 0.00% |
| Yum China Holdings Inc |
1,046.15%
298
|
$9,205,000 | 0.00% |
| Qualcomm, Inc. |
No change
46
|
$9,162,000 | 0.00% |
| Us Bancorp Del |
No change
225
|
$8,933,000 | 0.00% |
| Becton Dickinson Co |
No change
38
|
$8,881,000 | 0.00% |
| New Mtn Fin Corp |
Closed
700
|
$8,869,000 | |
| NextEra Energy Inc |
No change
125
|
$8,851,000 | 0.00% |
| Appfolio Inc |
No change
36
|
$8,805,000 | 0.00% |
| Truist Finl Corp |
No change
222
|
$8,625,000 | 0.00% |
| Qualys Inc |
No change
60
|
$8,556,000 | 0.00% |
| Check Point Software Tech Lt |
No change
51
|
$8,415,000 | 0.00% |
| Sherwin-Williams Co. |
No change
28
|
$8,356,000 | 0.00% |
| Wp Carey Inc |
No change
150
|
$8,258,000 | 0.00% |
| Dover Corp. |
No change
45
|
$8,120,000 | 0.00% |
| Automatic Data Processing In |
No change
33
|
$7,877,000 | 0.00% |
| RTX Corp |
No change
74
|
$7,429,000 | 0.00% |
| Ishares Gold Tr |
Opened
169
|
$7,424,000 | 0.00% |
| Globant S.A. |
No change
41
|
$7,309,000 | 0.00% |
| Solventum Corp |
Opened
137
|
$7,245,000 | 0.00% |
| Union Pac Corp |
No change
31
|
$7,014,000 | 0.00% |
| Fedex Corp |
No change
23
|
$6,896,000 | 0.00% |
| Alight Inc. |
No change
915
|
$6,753,000 | 0.00% |
| Electronic Arts, Inc. |
No change
48
|
$6,688,000 | 0.00% |
| Texas Instrs Inc |
No change
34
|
$6,614,000 | 0.00% |
| Ccc Intelligent Solutions Hl |
No change
588
|
$6,533,000 | 0.00% |
| Victory Portfolios II |
Opened
122
|
$6,494,000 | 0.00% |
| Fastenal Co. |
No change
100
|
$6,284,000 | 0.00% |
| Gilead Sciences, Inc. |
9.90%
91
|
$6,244,000 | 0.00% |
| Euronet Worldwide Inc |
No change
60
|
$6,210,000 | 0.00% |
| Paccar Inc. |
No change
60
|
$6,176,000 | 0.00% |
| Ames Natl Corp |
No change
291
|
$5,963,000 | 0.00% |
| Hanesbrands Inc |
No change
1,200
|
$5,916,000 | 0.00% |
| NRG Energy Inc. |
No change
73
|
$5,684,000 | 0.00% |
| Laboratory Corp Amer Hldgs |
Closed
26
|
$5,680,000 | |
| FirstService Corp |
No change
37
|
$5,638,000 | 0.00% |
| General Mls Inc |
No change
87
|
$5,504,000 | 0.00% |
| Canadian Nat Res Ltd |
100.00%
150
|
$5,340,000 | 0.00% |
| Broadridge Finl Solutions In |
No change
27
|
$5,319,000 | 0.00% |
| Labcorp Holdings Inc. |
Opened
26
|
$5,291,000 | 0.00% |
| Vertex Pharmaceuticals, Inc. |
No change
11
|
$5,156,000 | 0.00% |
| Five Below Inc |
No change
47
|
$5,122,000 | 0.00% |
| Asml Holding N V |
No change
5
|
$5,114,000 | 0.00% |
| Citigroup Inc |
No change
80
|
$5,077,000 | 0.00% |
| Dbx Etf Tr |
Opened
251
|
$5,065,000 | 0.00% |
| Copart, Inc. |
No change
92
|
$4,983,000 | 0.00% |
| KLA Corp. |
No change
6
|
$4,947,000 | 0.00% |
| VanEck ETF Trust |
No change
100
|
$5,013,000 | 0.00% |
| Corning, Inc. |
No change
125
|
$4,856,000 | 0.00% |
| United Therapeutics Corp |
No change
15
|
$4,778,000 | 0.00% |
| Sprouts Fmrs Mkt Inc |
No change
57
|
$4,769,000 | 0.00% |
| Bristol-Myers Squibb Co. |
No change
113
|
$4,693,000 | 0.00% |
| Spdr Ser Tr |
Opened
228
|
$4,535,000 | 0.00% |
| Hsbc Hldgs Plc |
No change
100
|
$4,350,000 | 0.00% |
| Chubb Limited |
No change
17
|
$4,336,000 | 0.00% |
| Vici Pptys Inc |
No change
149
|
$4,267,000 | 0.00% |
| Illinois Tool Wks Inc |
No change
18
|
$4,265,000 | 0.00% |
| United Parcel Service, Inc. |
No change
31
|
$4,242,000 | 0.00% |
| Rockwell Automation Inc |
No change
15
|
$4,129,000 | 0.00% |
| Valmont Inds Inc |
No change
15
|
$4,117,000 | 0.00% |
| British Amern Tob Plc |
No change
131
|
$4,052,000 | 0.00% |
| Schlumberger Ltd. |
No change
85
|
$4,010,000 | 0.00% |
| Doximity, Inc. |
No change
142
|
$3,972,000 | 0.00% |
| PotlatchDeltic Corp |
No change
100
|
$3,939,000 | 0.00% |
| Sysco Corp. |
No change
55
|
$3,926,000 | 0.00% |
| MetLife, Inc. |
No change
55
|
$3,860,000 | 0.00% |
| Vanguard Star Fds |
No change
62
|
$3,739,000 | 0.00% |
| Manulife Finl Corp |
No change
139
|
$3,700,000 | 0.00% |
| Workiva Inc |
No change
50
|
$3,650,000 | 0.00% |
| Twilio Inc |
No change
64
|
$3,636,000 | 0.00% |
| American Airls Group Inc |
No change
311
|
$3,524,000 | 0.00% |
| Cintas Corporation |
No change
5
|
$3,501,000 | 0.00% |
| Genuine Parts Co. |
No change
25
|
$3,458,000 | 0.00% |
| Advisor Managed Portfolios |
No change
125
|
$3,329,000 | 0.00% |
| Ge Healthcare Technologies I |
75.00%
42
|
$3,273,000 | 0.00% |
| Black Hills Corporation |
No change
60
|
$3,263,000 | 0.00% |
| Oracle Corp. |
No change
23
|
$3,248,000 | 0.00% |
| Ark Etf Tr |
No change
73
|
$3,208,000 | 0.00% |
| Regeneron Pharmaceuticals, Inc. |
No change
3
|
$3,153,000 | 0.00% |
| Tyson Foods, Inc. |
No change
55
|
$3,143,000 | 0.00% |
| Louisiana Pac Corp |
No change
38
|
$3,129,000 | 0.00% |
| Brown Brown Inc |
No change
35
|
$3,129,000 | 0.00% |
| Astrazeneca plc |
No change
40
|
$3,120,000 | 0.00% |
| Novartis AG |
No change
29
|
$3,087,000 | 0.00% |
| Paychex Inc. |
No change
26
|
$3,083,000 | 0.00% |
| Stryker Corp. |
No change
9
|
$3,062,000 | 0.00% |
| Equinix Inc |
No change
4
|
$3,026,000 | 0.00% |
| Direxion Shs Etf Tr |
Opened
132
|
$2,994,000 | 0.00% |
| CME Group Inc |
No change
15
|
$2,949,000 | 0.00% |
| RH |
No change
12
|
$2,933,000 | 0.00% |
| SiteOne Landscape Supply Inc |
No change
24
|
$2,914,000 | 0.00% |
| Kellanova Co |
No change
50
|
$2,884,000 | 0.00% |
| Thomson-Reuters Corp |
No change
17
|
$2,866,000 | 0.00% |
| Chemours Company |
No change
126
|
$2,844,000 | 0.00% |
| Phillips 66 |
No change
20
|
$2,825,000 | 0.00% |
| Clearwater Analytics Hldgs I |
No change
149
|
$2,759,000 | 0.00% |
| Analog Devices Inc. |
No change
12
|
$2,739,000 | 0.00% |
| Sp Global Inc |
No change
6
|
$2,676,000 | 0.00% |
| Ishares Tr |
Closed
100
|
$2,670,000 | |
| Linde Plc. |
No change
6
|
$2,633,000 | 0.00% |
| Pioneer Nat Res Co |
Closed
10
|
$2,625,000 | |
| Intercontinental Exchange In |
No change
19
|
$2,601,000 | 0.00% |
| Cognizant Technology Solutio |
No change
38
|
$2,584,000 | 0.00% |
| RELX Plc |
No change
55
|
$2,523,000 | 0.00% |
| Devon Energy Corp. |
No change
53
|
$2,512,000 | 0.00% |
| First Tr Exchng Traded Fd Vi |
Opened
135
|
$2,508,000 | 0.00% |
| Alps Etf Tr |
No change
52
|
$2,495,000 | 0.00% |
| Oge Energy Corp. |
No change
69
|
$2,463,000 | 0.00% |
| Marriott Intl Inc New |
No change
10
|
$2,454,000 | 0.00% |
| Xylem Inc |
No change
18
|
$2,441,000 | 0.00% |
| Cloudflare Inc |
Closed
25
|
$2,421,000 | |
| First Tr Mlp Energy Incom |
Closed
250
|
$2,418,000 | |
| Invesco Exch Traded Fd Tr Ii |
No change
102
|
$2,415,000 | 0.00% |
| Blackrock Inc. |
No change
3
|
$2,362,000 | 0.00% |
| Murphy USA Inc |
No change
5
|
$2,347,000 | 0.00% |
| Extra Space Storage Inc. |
No change
15
|
$2,331,000 | 0.00% |
| SiTime Corp |
No change
18
|
$2,239,000 | 0.00% |
| ON Semiconductor Corp. |
No change
32
|
$2,194,000 | 0.00% |
| Norfolk Southn Corp |
No change
10
|
$2,147,000 | 0.00% |
| Cousins Pptys Inc |
No change
93
|
$2,145,000 | 0.00% |
| Trinity Inds Inc |
No change
71
|
$2,124,000 | 0.00% |
| Accenture Plc Ireland |
No change
7
|
$2,124,000 | 0.00% |
| Unilever plc |
No change
37
|
$2,035,000 | 0.00% |
| Atmos Energy Corp. |
No change
17
|
$1,983,000 | 0.00% |
| Centerpoint Energy Inc. |
No change
64
|
$1,983,000 | 0.00% |
| Trimble Inc |
No change
35
|
$1,957,000 | 0.00% |
| Archer Daniels Midland Co. |
No change
32
|
$1,934,000 | 0.00% |
| Federal Rlty Invt Tr New |
No change
19
|
$1,918,000 | 0.00% |
| Progressive Corp. |
No change
9
|
$1,868,000 | 0.00% |
| TC Energy Corporation |
No change
49
|
$1,857,000 | 0.00% |
| Planet Fitness Inc |
No change
25
|
$1,840,000 | 0.00% |
| Henry Jack Assoc Inc |
No change
11
|
$1,826,000 | 0.00% |
| Gaming Leisure Pptys Inc |
No change
40
|
$1,808,000 | 0.00% |
| New Jersey Res Corp |
No change
42
|
$1,795,000 | 0.00% |
| DraftKings Inc. |
No change
47
|
$1,794,000 | 0.00% |
| Amn Healthcare Svcs Inc |
No change
35
|
$1,793,000 | 0.00% |
| Huntington Bancshares, Inc. |
No change
130
|
$1,713,000 | 0.00% |
| Equitrans Midstream Corporation |
No change
131
|
$1,700,000 | 0.00% |
| Commerce Bancshares, Inc. |
No change
30
|
$1,673,000 | 0.00% |
| Landstar Sys Inc |
No change
9
|
$1,660,000 | 0.00% |
| Factset Resh Sys Inc |
No change
4
|
$1,633,000 | 0.00% |
| Sony Group Corp |
No change
19
|
$1,614,000 | 0.00% |
| Allstate Corp (The) |
No change
10
|
$1,597,000 | 0.00% |
| Vanguard Intl Equity Index F |
Opened
39
|
$1,582,000 | 0.00% |
| PPL Corp |
No change
56
|
$1,548,000 | 0.00% |
| Netapp Inc |
No change
12
|
$1,546,000 | 0.00% |
| Fox Corporation |
No change
44
|
$1,512,000 | 0.00% |
| APA Corporation |
No change
50
|
$1,472,000 | 0.00% |
| Edison Intl |
No change
20
|
$1,436,000 | 0.00% |
| Moderna Inc |
No change
12
|
$1,425,000 | 0.00% |
| Smucker J M Co |
No change
13
|
$1,418,000 | 0.00% |
| Eversource Energy |
No change
25
|
$1,418,000 | 0.00% |
| Williams-Sonoma, Inc. |
No change
5
|
$1,412,000 | 0.00% |
| TotalEnergies SE |
No change
21
|
$1,400,000 | 0.00% |
| Sempra |
No change
18
|
$1,369,000 | 0.00% |
| Rumble Inc |
No change
242
|
$1,343,000 | 0.00% |
| HF Sinclair Corporation |
No change
24
|
$1,280,000 | 0.00% |
| Carrier Global Corporation |
No change
20
|
$1,262,000 | 0.00% |
| Endava plc |
No change
42
|
$1,228,000 | 0.00% |
| Hartford Finl Svcs Group Inc |
No change
12
|
$1,206,000 | 0.00% |
| Liberty Global Ltd |
No change
67
|
$1,196,000 | 0.00% |
| CMS Energy Corporation |
No change
20
|
$1,191,000 | 0.00% |
| Companhia De Saneamento Basi |
No change
88
|
$1,184,000 | 0.00% |
| Applied Matls Inc |
No change
5
|
$1,180,000 | 0.00% |
| TPI Composites Inc |
No change
294
|
$1,173,000 | 0.00% |
| Webster Finl Corp |
No change
26
|
$1,133,000 | 0.00% |
| Nucor Corp. |
No change
7
|
$1,107,000 | 0.00% |
| WPP Plc. |
No change
24
|
$1,099,000 | 0.00% |
| East West Bancorp, Inc. |
No change
15
|
$1,098,000 | 0.00% |
| Bio Rad Labs Inc |
No change
4
|
$1,092,000 | 0.00% |
| Robert Half Inc |
No change
17
|
$1,088,000 | 0.00% |
| M T Bk Corp |
No change
7
|
$1,060,000 | 0.00% |
| Dollar Gen Corp New |
No change
8
|
$1,058,000 | 0.00% |
| Realty Income Corp. |
No change
20
|
$1,056,000 | 0.00% |
| Eog Res Inc |
No change
8
|
$1,007,000 | 0.00% |
| Expeditors Intl Wash Inc |
No change
8
|
$998,000 | 0.00% |
| Occidental Pete Corp |
No change
16
|
$981,000 | 0.00% |
| Leslies Inc |
No change
233
|
$976,000 | 0.00% |
| Coterra Energy Inc |
No change
36
|
$960,000 | 0.00% |
| Grupo Aeropuerto Del Pacific |
No change
6
|
$935,000 | 0.00% |
| Plug Power Inc |
0.50%
400
|
$932,000 | 0.00% |
| Roblox Corporation |
No change
25
|
$930,000 | 0.00% |
| Rio Tinto plc |
No change
14
|
$923,000 | 0.00% |
| Omnicom Group, Inc. |
No change
10
|
$897,000 | 0.00% |
| Northrop Grumman Corp. |
No change
2
|
$872,000 | 0.00% |
| Otis Worldwide Corporation |
No change
9
|
$866,000 | 0.00% |
| Zim Integrated Shipping Serv |
37.70%
38
|
$842,000 | 0.00% |
| Under Armour Inc |
No change
120
|
$800,000 | 0.00% |
| Dominion Energy Inc |
No change
15
|
$735,000 | 0.00% |
| Beyond Meat Inc |
No change
109
|
$731,000 | 0.00% |
| Modiv Industrial Inc |
1.96%
52
|
$729,000 | 0.00% |
| Anheuser-Busch InBev SA/NV |
No change
12
|
$698,000 | 0.00% |
| TEGNA Inc |
No change
47
|
$655,000 | 0.00% |
| Fortrea Hldgs Inc |
No change
26
|
$607,000 | 0.00% |
| Docgo Inc |
No change
189
|
$584,000 | 0.00% |
| Warner Bros.Discovery Inc |
No change
72
|
$536,000 | 0.00% |
| Skyworks Solutions, Inc. |
No change
5
|
$533,000 | 0.00% |
| Wabtec |
No change
3
|
$474,000 | 0.00% |
| V F Corp |
No change
35
|
$473,000 | 0.00% |
| International Seaways Inc |
Opened
8
|
$473,000 | 0.00% |
| Williams Cos Inc |
No change
11
|
$468,000 | 0.00% |
| DaVita Inc |
Opened
3
|
$416,000 | 0.00% |
| FTAI Aviation Ltd |
No change
4
|
$413,000 | 0.00% |
| Fidelity Covington Trust |
No change
7
|
$426,000 | 0.00% |
| VanEck ETF Trust |
Opened
15
|
$357,000 | 0.00% |
| Lumen Technologies, Inc. |
No change
300
|
$330,000 | 0.00% |
| Sociedad Quimica Y Minera De |
No change
8
|
$326,000 | 0.00% |
| Oatly Group AB |
No change
250
|
$235,000 | 0.00% |
| Wk Kellogg Co |
No change
12
|
$198,000 | 0.00% |
| Lucid Group, Inc. |
25.53%
70
|
$183,000 | 0.00% |
| Amc Entmt Hldgs Inc |
No change
32
|
$159,000 | 0.00% |
| Babcock Wilcox Enterprises |
No change
100
|
$145,000 | 0.00% |
| D.R. Horton Inc. |
Opened
1
|
$141,000 | 0.00% |
| QuidelOrtho Corporation |
No change
4
|
$133,000 | 0.00% |
| On Hldg Ag |
Opened
3
|
$116,000 | 0.00% |
| Delta Air Lines, Inc. |
No change
2
|
$95,000 | 0.00% |
| Aurora Cannabis Inc |
No change
20
|
$92,000 | 0.00% |
| Theriva Biologics Inc |
No change
365
|
$86,000 | 0.00% |
| Generation Income Pptys Inc |
No change
12
|
$49,000 | 0.00% |
| General Mtrs Co |
No change
1
|
$47,000 | 0.00% |
| Brighthouse Finl Inc |
No change
1
|
$43,000 | 0.00% |
| Ftai Infrastructure Inc |
No change
4
|
$35,000 | 0.00% |
| Smith Micro Software, Inc. |
Opened
13
|
$29,000 | 0.00% |
| SoFi Technologies, Inc. |
Closed
4
|
$29,000 | |
| Advisorshares Tr |
No change
8
|
$27,000 | 0.00% |
| NIO Inc |
No change
5
|
$21,000 | 0.00% |
| Antero Midstream Corp |
No change
1
|
$15,000 | 0.00% |
| Snap Inc |
Closed
1
|
$11,000 | |
| Lumos Pharma Inc |
No change
0
|
$0 | 0.00% |
| Dimensional Etf Trust |
No change
0
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 385 holdings | |||
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