Portfolio Holdings Detail for ISIN IE000WHL2ZK1

Stock NameiShares U.S. Equity High Income UCITS ETF USD Inc
IssuerBlackrock
ETF TickerINCU(GBP) LSE
ETF TickerINCU.AS(USD) Euronext Amsterdam

Portfolio changes on 2026-01-07 for IE000WHL2ZK1

Ticker Action Number of Shares Bought/Sold Value of Shares Added/Sold Average Price paid for previous share BUYs
GOOG - LEVERAGE SHARES PUBLIC LIMITED CO. 1X GOOG BUY 3,147 @ USD 322.43 USD 1,014,687 The ETF bought 3147 new shares of GOOG (LEVERAGE SHARES PUBLIC LIMITED CO. 1X GOOG). The shares were bought for an average price of 322.43 compared to the previous average buy price of 208.634. This is 54.5% higher than average price of previous purchases of GOOG.
GOOG - 1X GOOG BUY 3,147 @ USD 322.43 USD 1,014,687 The ETF bought 3147 new shares of GOOG (1X GOOG). The shares were bought for an average price of 322.43 compared to the previous average buy price of 208.634. This is 54.5% higher than average price of previous purchases of GOOG.
GOOGL - Alphabet Inc Class A BUY 2,610 @ USD 321.98 USD 840,368 The ETF bought 2610 new shares of GOOGL (Alphabet Inc Class A). The shares were bought for an average price of 321.98 compared to the previous average buy price of 197.587. This is 63.0% higher than average price of previous purchases of GOOGL.
BRKB - BUY 1,141 @ USD 496.12 USD 566,073 The ETF bought 1141 new shares of BRKB (). The shares were bought for an average price of 496.12 compared to the previous average buy price of 498.208. This is -0.4% lower than average price of previous purchases of BRKB.
JPM - JPMorgan Chase & Co BUY 1,680 @ USD 326.99 USD 549,343 The ETF bought 1680 new shares of JPM (JPMorgan Chase & Co). The shares were bought for an average price of 326.99 compared to the previous average buy price of 307.477. This is 6.3% higher than average price of previous purchases of JPM.
META - Meta Platforms Inc BUY 760 @ USD 648.69 USD 493,004 The ETF bought 760 new shares of META (Meta Platforms Inc). The shares were bought for an average price of 648.69 compared to the previous average buy price of 635.564. This is 2.1% higher than average price of previous purchases of META.
LLY - Eli Lilly and Company BUY 326 @ USD 1108.09 USD 361,237 The ETF bought 326 new shares of LLY (Eli Lilly and Company). The shares were bought for an average price of 1108.09 compared to the previous average buy price of 925.074. This is 19.8% higher than average price of previous purchases of LLY.
TJX - The TJX Companies Inc BUY 2,294 @ USD 154.04 USD 353,368 The ETF bought 2294 new shares of TJX (The TJX Companies Inc). The shares were bought for an average price of 154.04 compared to the previous average buy price of 136.337. This is 13.0% higher than average price of previous purchases of TJX.
PFE - Pfizer Inc BUY 13,050 @ USD 25.28 USD 329,904 The ETF bought 13050 new shares of PFE (Pfizer Inc). The shares were bought for an average price of 25.28 compared to the previous average buy price of 24.2448. This is 4.3% higher than average price of previous purchases of PFE.
GE - GE Aerospace BUY 812 @ USD 323.639 USD 262,795 The ETF bought 812 new shares of GE (GE Aerospace). The shares were bought for an average price of 323.639 compared to the previous average buy price of 299.921. This is 7.9% higher than average price of previous purchases of GE.
INTU - Intuit Inc BUY 312 @ USD 651.15 USD 203,159 The ETF bought 312 new shares of INTU (Intuit Inc). The shares were bought for an average price of 651.15 compared to the previous average buy price of 681.033. This is -4.4% lower than average price of previous purchases of INTU.
NFLX - Netflix Inc BUY 2,210 @ USD 90.7301 USD 200,514 The ETF bought 2210 new shares of NFLX (Netflix Inc). The shares were bought for an average price of 90.7301 compared to the previous average buy price of 327.007. This is -72.3% lower than average price of previous purchases of NFLX.
CME - CME Group Inc BUY 731 @ USD 266.845 USD 195,064 The ETF bought 731 new shares of CME (CME Group Inc). The shares were bought for an average price of 266.845 compared to the previous average buy price of 272.186. This is -2.0% lower than average price of previous purchases of CME.
SPGI - S&P Global Inc BUY 330 @ USD 537.5 USD 177,375 The ETF bought 330 new shares of SPGI (S&P Global Inc). The shares were bought for an average price of 537.5 compared to the previous average buy price of 504.212. This is 6.6% higher than average price of previous purchases of SPGI.
HWM - Howmet Aerospace Inc BUY 827 @ USD 210.9 USD 174,414 The ETF bought 827 new shares of HWM (Howmet Aerospace Inc). The shares were bought for an average price of 210.9 compared to the previous average buy price of 203.136. This is 3.8% higher than average price of previous purchases of HWM.
ADBE - Adobe Systems Incorporated BUY 499 @ USD 338.1 USD 168,712 The ETF bought 499 new shares of ADBE (Adobe Systems Incorporated). The shares were bought for an average price of 338.1 compared to the previous average buy price of 379.672. This is -10.9% lower than average price of previous purchases of ADBE.
BSX - Boston Scientific Corporation BUY 1,659 @ USD 98.6498 USD 163,660 The ETF bought 1659 new shares of BSX (Boston Scientific Corporation). The shares were bought for an average price of 98.6498 compared to the previous average buy price of 98.2795. This is 0.4% higher than average price of previous purchases of BSX.
BSX - MULSTRXSSXIMETFP BUY 1,659 @ USD 98.6498 USD 163,660 The ETF bought 1659 new shares of BSX (MULSTRXSSXIMETFP). The shares were bought for an average price of 98.6498 compared to the previous average buy price of 98.2795. This is 0.4% higher than average price of previous purchases of BSX.
MCK - McKesson Corporation BUY 194 @ USD 823.952 USD 159,847 The ETF bought 194 new shares of MCK (McKesson Corporation). The shares were bought for an average price of 823.952 compared to the previous average buy price of 835.138. This is -1.3% lower than average price of previous purchases of MCK.
APH - Alliance Pharma plc BUY 1,112 @ USD 138.91 USD 154,468 The ETF bought 1112 new shares of APH (Alliance Pharma plc). The shares were bought for an average price of 138.91 compared to the previous average buy price of 131.692. This is 5.5% higher than average price of previous purchases of APH.
PG - Procter & Gamble Company BUY 1,083 @ USD 138.04 USD 149,497 The ETF bought 1083 new shares of PG (Procter & Gamble Company). The shares were bought for an average price of 138.04 compared to the previous average buy price of 161.674. This is -14.6% lower than average price of previous purchases of PG.
TXN - Texas Instruments Incorporated BUY 779 @ USD 185.71 USD 144,668 The ETF bought 779 new shares of TXN (Texas Instruments Incorporated). The shares were bought for an average price of 185.71 compared to the previous average buy price of 179.912. This is 3.2% higher than average price of previous purchases of TXN.
MNST - Monster Beverage Corp BUY 1,668 @ USD 76.1502 USD 127,019 The ETF bought 1668 new shares of MNST (Monster Beverage Corp). The shares were bought for an average price of 76.1502 compared to the previous average buy price of 72.3639. This is 5.2% higher than average price of previous purchases of MNST.
KO - The Coca-Cola Company BUY 1,746 @ USD 67.54 USD 117,925 The ETF bought 1746 new shares of KO (The Coca-Cola Company). The shares were bought for an average price of 67.54 compared to the previous average buy price of 70.8396. This is -4.7% lower than average price of previous purchases of KO.
MCD - McDonald’s Corporation BUY 349 @ USD 304.16 USD 106,152 The ETF bought 349 new shares of MCD (McDonald’s Corporation). The shares were bought for an average price of 304.16 compared to the previous average buy price of 303.83. This is 0.1% higher than average price of previous purchases of MCD.
NOW - ServiceNow Inc BUY 685 @ USD 150.901 USD 103,367 The ETF bought 685 new shares of NOW (ServiceNow Inc). The shares were bought for an average price of 150.901 compared to the previous average buy price of 223.036. This is -32.3% lower than average price of previous purchases of NOW.
AMAT - Amati AIM VCT plc BUY 317 @ USD 292.2 USD 92,627 The ETF bought 317 new shares of AMAT (Amati AIM VCT plc). The shares were bought for an average price of 292.2 compared to the previous average buy price of 273.102. This is 7.0% higher than average price of previous purchases of AMAT.
NEE - Nextera Energy Inc BUY 1,078 @ USD 78.3702 USD 84,483 The ETF bought 1078 new shares of NEE (Nextera Energy Inc). The shares were bought for an average price of 78.3702 compared to the previous average buy price of 76.429. This is 2.5% higher than average price of previous purchases of NEE.
NEE - Nine Entertainment Co. Holdings Ltd BUY 1,078 @ USD 78.3702 USD 84,483 The ETF bought 1078 new shares of NEE (Nine Entertainment Co. Holdings Ltd). The shares were bought for an average price of 78.3702 compared to the previous average buy price of 76.429. This is 2.5% higher than average price of previous purchases of NEE.
FAST - Fastenal Company BUY 1,967 @ USD 40.6098 USD 79,879 The ETF bought 1967 new shares of FAST (Fastenal Company). The shares were bought for an average price of 40.6098 compared to the previous average buy price of 41.7172. This is -2.7% lower than average price of previous purchases of FAST.
FAST - Fastned B.V. BUY 1,967 @ USD 40.6098 USD 79,879 The ETF bought 1967 new shares of FAST (Fastned B.V.). The shares were bought for an average price of 40.6098 compared to the previous average buy price of 41.7172. This is -2.7% lower than average price of previous purchases of FAST.
CMS - CMS Energy Corporation BUY 1,098 @ USD 69.5602 USD 76,377 The ETF bought 1098 new shares of CMS (CMS Energy Corporation). The shares were bought for an average price of 69.5602 compared to the previous average buy price of 67.7177. This is 2.7% higher than average price of previous purchases of CMS.
CMS - Commercial Metals Company BUY 1,098 @ USD 69.5602 USD 76,377 The ETF bought 1098 new shares of CMS (Commercial Metals Company). The shares were bought for an average price of 69.5602 compared to the previous average buy price of 67.7177. This is 2.7% higher than average price of previous purchases of CMS.
HEIA - Heineken BUY 265 @ USD 271.069 USD 71,833 The ETF bought 265 new shares of HEIA (Heineken). The shares were bought for an average price of 271.069 compared to the previous average buy price of 234.566. This is 15.6% higher than average price of previous purchases of HEIA.
CALM - Cal-Maine Foods Inc BUY 896 @ USD 77.8103 USD 69,718 The ETF bought 896 new shares of CALM (Cal-Maine Foods Inc). The shares were bought for an average price of 77.8103 compared to the previous average buy price of 94.6465. This is -17.8% lower than average price of previous purchases of CALM.
BAC - Bank of America Corp BUY 836 @ USD 55.64 USD 46,515 The ETF bought 836 new shares of BAC (Bank of America Corp). The shares were bought for an average price of 55.64 compared to the previous average buy price of 44.5539. This is 24.9% higher than average price of previous purchases of BAC.
JKHY - Jack Henry & Associates Inc BUY 235 @ USD 185.97 USD 43,703 The ETF bought 235 new shares of JKHY (Jack Henry & Associates Inc). The shares were bought for an average price of 185.97 compared to the previous average buy price of 182.787. This is 1.7% higher than average price of previous purchases of JKHY.
PEP - PepsiCo Inc BUY 308 @ USD 137.011 USD 42,199 The ETF bought 308 new shares of PEP (PepsiCo Inc). The shares were bought for an average price of 137.011 compared to the previous average buy price of 145.45. This is -5.8% lower than average price of previous purchases of PEP.
FIX - Comfort Systems USA Inc BUY 40 @ USD 1035.12 USD 41,405 The ETF bought 40 new shares of FIX (Comfort Systems USA Inc). The shares were bought for an average price of 1035.12 compared to the previous average buy price of 732.533. This is 41.3% higher than average price of previous purchases of FIX.
IBM - International Business Machines BUY 130 @ USD 296.73 USD 38,575 The ETF bought 130 new shares of IBM (International Business Machines). The shares were bought for an average price of 296.73 compared to the previous average buy price of 296.175. This is 0.2% higher than average price of previous purchases of IBM.
EXPD - Expeditors International of Washington, Inc. BUY 227 @ USD 156.901 USD 35,617 The ETF bought 227 new shares of EXPD (Expeditors International of Washington, Inc.). The shares were bought for an average price of 156.901 compared to the previous average buy price of 117.023. This is 34.1% higher than average price of previous purchases of EXPD.
WFC - Wells Fargo & Company BUY 333 @ USD 94.2902 USD 31,399 The ETF bought 333 new shares of WFC (Wells Fargo & Company). The shares were bought for an average price of 94.2902 compared to the previous average buy price of 88.9114. This is 6.0% higher than average price of previous purchases of WFC.
CTAS - Cintas Corporation BUY 129 @ USD 186.699 USD 24,084 The ETF bought 129 new shares of CTAS (Cintas Corporation). The shares were bought for an average price of 186.699 compared to the previous average buy price of 203.368. This is -8.2% lower than average price of previous purchases of CTAS.
DLB - Dolby Laboratories BUY 299 @ USD 64.4502 USD 19,271 The ETF bought 299 new shares of DLB (Dolby Laboratories). The shares were bought for an average price of 64.4502 compared to the previous average buy price of 65.8147. This is -2.1% lower than average price of previous purchases of DLB.
HSY - The Hershey Company BUY 102 @ USD 180.069 USD 18,367 The ETF bought 102 new shares of HSY (The Hershey Company). The shares were bought for an average price of 180.069 compared to the previous average buy price of 166.371. This is 8.2% higher than average price of previous purchases of HSY.
GDDY - Godaddy Inc BUY 135 @ USD 117.479 USD 15,860 The ETF bought 135 new shares of GDDY (Godaddy Inc). The shares were bought for an average price of 117.479 compared to the previous average buy price of 128.852. This is -8.8% lower than average price of previous purchases of GDDY.
QCOM - Qualcomm Incorporated BUY 86 @ USD 180.191 USD 15,496 The ETF bought 86 new shares of QCOM (Qualcomm Incorporated). The shares were bought for an average price of 180.191 compared to the previous average buy price of 158.092. This is 14.0% higher than average price of previous purchases of QCOM.
EA - Electronic Arts Inc BUY 65 @ USD 204.502 USD 13,293 The ETF bought 65 new shares of EA (Electronic Arts Inc). The shares were bought for an average price of 204.502 compared to the previous average buy price of 200.744. This is 1.9% higher than average price of previous purchases of EA.
PGR - Progressive Corp BUY 37 @ USD 209.1 USD 7,737 The ETF bought 37 new shares of PGR (Progressive Corp). The shares were bought for an average price of 209.1 compared to the previous average buy price of 252.939. This is -17.3% lower than average price of previous purchases of PGR.
PGR - Progressive Corp BUY 37 @ USD 209.1 USD 7,737 The ETF bought 37 new shares of PGR (Progressive Corp). The shares were bought for an average price of 209.1 compared to the previous average buy price of 252.939. This is -17.3% lower than average price of previous purchases of PGR.
SPOT - Spotify Technology SA BUY 9 @ USD 569.636 USD 5,127 The ETF bought 9 new shares of SPOT (Spotify Technology SA). The shares were bought for an average price of 569.636 compared to the previous average buy price of 579.873. This is -1.8% lower than average price of previous purchases of SPOT.
PANW - Palo Alto Networks Inc BUY 14 @ USD 193.901 USD 2,715 The ETF bought 14 new shares of PANW (Palo Alto Networks Inc). The shares were bought for an average price of 193.901 compared to the previous average buy price of 207.394. This is -6.5% lower than average price of previous purchases of PANW.
AAPL - Apple Inc HOLD 0 @ USD 260.33 USD 0 The current share valuation price of AAPL based on adjusted close was USD 260.33. The average price that AAPL shares were previous bought at was USD 228.121. The current market price is 14.1% higher than average price they were purchased at. The value of the holding in AAPL has fallen by USD 18,255 compared to the previous valuation of Apple Inc
ABBV - AbbVie Inc HOLD 0 @ USD 233.42 USD 0 The current share valuation price of ABBV based on adjusted close was USD 233.42. The average price that ABBV shares were previous bought at was USD 192.657. The current market price is 21.2% higher than average price they were purchased at. The value of the holding in ABBV has increased by USD 12,365 compared to the previous valuation of AbbVie Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
ABNB - Airbnb Inc HOLD 0 @ USD 137.041 USD 0 The current share valuation price of ABNB based on adjusted close was USD 137.041. The average price that ABNB shares were previous bought at was USD 127.553. The current market price is 7.4% higher than average price they were purchased at. The value of the holding in ABNB has fallen by USD 822 compared to the previous valuation of Airbnb Inc
ABT - Abbott Laboratories HOLD 0 @ USD 127.04 USD 0 The current share valuation price of ABT based on adjusted close was USD 127.04. The average price that ABT shares were previous bought at was USD 129.354. The current market price is -1.8% lower than average price they were purchased at. The value of the holding in ABT has fallen by USD 1,287 compared to the previous valuation of Abbott Laboratories
ACGL - Arch Capital Group Ltd HOLD 0 @ USD 95.1615 USD 0
ACM - Aecom Technology Corporation HOLD 0 @ USD 98.5311 USD 0 The current share valuation price of ACM based on adjusted close was USD 98.5311. The average price that ACM shares were previous bought at was USD 102.191. The current market price is -3.6% lower than average price they were purchased at. The value of the holding in ACM has fallen by USD 649 compared to the previous valuation of Aecom Technology Corporation
ACN - Accenture plc HOLD 0 @ USD 273.98 USD 0 The current share valuation price of ACN based on adjusted close was USD 273.98. The average price that ACN shares were previous bought at was USD 329.619. The current market price is -16.9% lower than average price they were purchased at. The value of the holding in ACN has fallen by USD 1,273 compared to the previous valuation of Accenture plc
ADC - Agree Realty Corporation HOLD 0 @ USD 70.4597 USD 0 The current share valuation price of ADC based on adjusted close was USD 70.4597. The average price that ADC shares were previous bought at was USD 74.3986. The current market price is -5.3% lower than average price they were purchased at. The value of the holding in ADC has fallen by USD 33 compared to the previous valuation of Agree Realty Corporation
ADC - AdCapital AG HOLD 0 @ USD 70.4597 USD 0 The current share valuation price of ADC based on adjusted close was USD 70.4597. The average price that ADC shares were previous bought at was USD 74.3986. The current market price is -5.3% lower than average price they were purchased at. The value of the holding in ADC has fallen by USD 33 compared to the previous valuation of AdCapital AG
ADI - Analog Devices Inc HOLD 0 @ USD 292.89 USD 0 The current share valuation price of ADI based on adjusted close was USD 292.89. The average price that ADI shares were previous bought at was USD 277.463. The current market price is 5.6% higher than average price they were purchased at. The value of the holding in ADI has fallen by USD 12 compared to the previous valuation of Analog Devices Inc
ADSK - Autodesk Inc HOLD 0 @ USD 293.791 USD 0 The current share valuation price of ADSK based on adjusted close was USD 293.791. The average price that ADSK shares were previous bought at was USD 283.241. The current market price is 3.7% higher than average price they were purchased at. The value of the holding in ADSK has increased by USD 249 compared to the previous valuation of Autodesk Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
AGNC - AGNC Investment Corp HOLD 0 @ USD 11.06 USD 0 The current share valuation price of AGNC based on adjusted close was USD 11.06. The average price that AGNC shares were previous bought at was USD 9.54789. The current market price is 15.8% higher than average price they were purchased at. The value of the holding in AGNC has fallen by USD 547 compared to the previous valuation of AGNC Investment Corp
ALL - Atlantic Lithium Ltd HOLD 0 @ USD 207.279 USD 0 The current share valuation price of ALL based on adjusted close was USD 207.279. The average price that ALL shares were previous bought at was USD 198.597. The current market price is 4.4% higher than average price they were purchased at. The value of the holding in ALL has fallen by USD 28 compared to the previous valuation of Atlantic Lithium Ltd
AMD - Advanced Micro Devices Inc HOLD 0 @ USD 210.02 USD 0 The current share valuation price of AMD based on adjusted close was USD 210.02. The average price that AMD shares were previous bought at was USD 124.108. The current market price is 69.2% higher than average price they were purchased at. The value of the holding in AMD has fallen by USD 4,166 compared to the previous valuation of Advanced Micro Devices Inc
AME - Ametek Inc HOLD 0 @ USD 211.18 USD 0 The current share valuation price of AME based on adjusted close was USD 211.18. The average price that AME shares were previous bought at was USD 182.104. The current market price is 16.0% higher than average price they were purchased at. The value of the holding in AME has fallen by USD 3,900 compared to the previous valuation of Ametek Inc
AMGN - Amgen Inc HOLD 0 @ USD 341.639 USD 0 The current share valuation price of AMGN based on adjusted close was USD 341.639. The average price that AMGN shares were previous bought at was USD 282.279. The current market price is 21.0% higher than average price they were purchased at. The value of the holding in AMGN has increased by USD 3,498 compared to the previous valuation of Amgen Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
AMZN - Amazon.com Inc HOLD 0 @ USD 241.56 USD 0 The current share valuation price of AMZN based on adjusted close was USD 241.56. The average price that AMZN shares were previous bought at was USD 208.349. The current market price is 15.9% higher than average price they were purchased at. The value of the holding in AMZN has increased by USD 3,672 compared to the previous valuation of Amazon.com Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
AMZN - 1X AMZN HOLD 0 @ USD 241.56 USD 0 The current share valuation price of AMZN based on adjusted close was USD 241.56. The average price that AMZN shares were previous bought at was USD 208.349. The current market price is 15.9% higher than average price they were purchased at. The value of the holding in AMZN has increased by USD 3,672 compared to the previous valuation of 1X AMZN however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
ANET - Arista Networks HOLD 0 @ USD 130.079 USD 0 The current share valuation price of ANET based on adjusted close was USD 130.079. The average price that ANET shares were previous bought at was USD 143.544. The current market price is -9.4% lower than average price they were purchased at. The value of the holding in ANET has fallen by USD 825 compared to the previous valuation of Arista Networks
AOS - Smith AO Corporation HOLD 0 @ USD 67.1185 USD 0 The current share valuation price of AOS based on adjusted close was USD 67.1185. The average price that AOS shares were previous bought at was USD 68.3807. The current market price is -1.8% lower than average price they were purchased at. The value of the holding in AOS has fallen by USD 207 compared to the previous valuation of Smith AO Corporation
AOS - Amdocs Limited HOLD 0 @ USD 67.1185 USD 0 The current share valuation price of AOS based on adjusted close was USD 67.1185. The average price that AOS shares were previous bought at was USD 68.3807. The current market price is -1.8% lower than average price they were purchased at. The value of the holding in AOS has fallen by USD 207 compared to the previous valuation of Amdocs Limited
APP - Applovin Corp HOLD 0 @ USD 632.921 USD 0 The current share valuation price of APP based on adjusted close was USD 632.921. The average price that APP shares were previous bought at was USD 647.136. The current market price is -2.2% lower than average price they were purchased at. The value of the holding in APP has increased by USD 988 compared to the previous valuation of Applovin Corp however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
ATO - Atmos Energy Corporation HOLD 0 @ USD 166.15 USD 0 The current share valuation price of ATO based on adjusted close was USD 166.15. The average price that ATO shares were previous bought at was USD 177.977. The current market price is -6.6% lower than average price they were purchased at. The value of the holding in ATO has fallen by USD 657 compared to the previous valuation of Atmos Energy Corporation
AVGO - Broadcom Inc HOLD 0 @ USD 343.5 USD 0 The current share valuation price of AVGO based on adjusted close was USD 343.5. The average price that AVGO shares were previous bought at was USD 229.172. The current market price is 49.9% higher than average price they were purchased at. The value of the holding in AVGO has fallen by USD 701 compared to the previous valuation of Broadcom Inc
AWK - American Water Works HOLD 0 @ USD 127.27 USD 0 The current share valuation price of AWK based on adjusted close was USD 127.27. The average price that AWK shares were previous bought at was USD 131.274. The current market price is -3.1% lower than average price they were purchased at. The value of the holding in AWK has fallen by USD 845 compared to the previous valuation of American Water Works
AZO - AutoZone Inc HOLD 0 @ USD 3318.09 USD 0 The current share valuation price of AZO based on adjusted close was USD 3318.09. The average price that AZO shares were previous bought at was USD 3883.92. The current market price is -14.6% lower than average price they were purchased at. The value of the holding in AZO has increased by USD 2,488 compared to the previous valuation of AutoZone Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
AZO - ASTRO-MED INC. DL-01 HOLD 0 @ USD 3318.09 USD 0 The current share valuation price of AZO based on adjusted close was USD 3318.09. The average price that AZO shares were previous bought at was USD 3883.92. The current market price is -14.6% lower than average price they were purchased at. The value of the holding in AZO has increased by USD 2,488 compared to the previous valuation of ASTRO-MED INC. DL-01 however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
BFAM - Bright Horizons Family Solutions Inc HOLD 0 @ USD 103.491 USD 0 The current share valuation price of BFAM based on adjusted close was USD 103.491. The average price that BFAM shares were previous bought at was USD 113.371. The current market price is -8.7% lower than average price they were purchased at. The value of the holding in BFAM has increased by USD 378 compared to the previous valuation of Bright Horizons Family Solutions Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
BIIB - Biogen Inc HOLD 0 @ USD 186.909 USD 0
BKNG - Booking Holdings Inc HOLD 0 @ USD 5445.72 USD 0 The current share valuation price of BKNG based on adjusted close was USD 5445.72. The average price that BKNG shares were previous bought at was USD 4892.81. The current market price is 11.3% higher than average price they were purchased at. The value of the holding in BKNG has increased by USD 5,937 compared to the previous valuation of Booking Holdings Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
BMY - Bloomsbury Publishing Plc HOLD 0 @ USD 56.7199 USD 0 The current share valuation price of BMY based on adjusted close was USD 56.7199. The average price that BMY shares were previous bought at was USD 47.934. The current market price is 18.3% higher than average price they were purchased at. The value of the holding in BMY has increased by USD 5,517 compared to the previous valuation of Bloomsbury Publishing Plc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
BPOP - Popular Inc HOLD 0 @ USD 129.069 USD 0 The current share valuation price of BPOP based on adjusted close was USD 129.069. The average price that BPOP shares were previous bought at was USD 125.501. The current market price is 2.8% higher than average price they were purchased at. The value of the holding in BPOP has fallen by USD 184 compared to the previous valuation of Popular Inc
BWA - BorgWarner Inc HOLD 0 @ USD 47.4499 USD 0 The current share valuation price of BWA based on adjusted close was USD 47.4499. The average price that BWA shares were previous bought at was USD 33.8065. The current market price is 40.4% higher than average price they were purchased at. The value of the holding in BWA has fallen by USD 1,565 compared to the previous valuation of BorgWarner Inc
CAG - ConAgra Foods Inc HOLD 0 @ USD 16.08 USD 0 The current share valuation price of CAG based on adjusted close was USD 16.08. The average price that CAG shares were previous bought at was USD 21.4246. The current market price is -24.9% lower than average price they were purchased at. The value of the holding in CAG has fallen by USD 7,663 compared to the previous valuation of ConAgra Foods Inc
CAH - Cardinal Health Inc HOLD 0 @ USD 207.19 USD 0 The current share valuation price of CAH based on adjusted close was USD 207.19. The average price that CAH shares were previous bought at was USD 134.751. The current market price is 53.8% higher than average price they were purchased at. The value of the holding in CAH has fallen by USD 1,307 compared to the previous valuation of Cardinal Health Inc
CAT - Caterpillar Inc. HOLD 0 @ USD 596.519 USD 0 The current share valuation price of CAT based on adjusted close was USD 596.519. The average price that CAT shares were previous bought at was USD 578.553. The current market price is 3.1% higher than average price they were purchased at. The value of the holding in CAT has fallen by USD 9,884 compared to the previous valuation of Caterpillar Inc.
CB - Chubb Ltd HOLD 0 @ USD 306.625 USD 0 The current share valuation price of CB based on adjusted close was USD 306.625. The average price that CB shares were previous bought at was USD 310.545. The current market price is -1.3% lower than average price they were purchased at. The value of the holding in CB has fallen by USD 128 compared to the previous valuation of Chubb Ltd
CBPOE - HOLD 0 @ USD 255.16 USD 0 The current share valuation price of CBPOE based on adjusted close was USD 255.16. The average price that CBPOE shares were previous bought at was USD 247.811. The current market price is 3.0% higher than average price they were purchased at. The value of the holding in CBPOE has increased by USD 3,422 compared to the previous valuation of however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
CDNS - Cadence Design Systems Inc HOLD 0 @ USD 320.54 USD 0 The current share valuation price of CDNS based on adjusted close was USD 320.54. The average price that CDNS shares were previous bought at was USD 318.088. The current market price is 0.8% higher than average price they were purchased at. The value of the holding in CDNS has increased by USD 513 compared to the previous valuation of Cadence Design Systems Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
CFG - Citizens Financial Group, Inc. HOLD 0 @ USD 60.9903 USD 0 The current share valuation price of CFG based on adjusted close was USD 60.9903. The average price that CFG shares were previous bought at was USD 47.2693. The current market price is 29.0% higher than average price they were purchased at. The value of the holding in CFG has fallen by USD 1,426 compared to the previous valuation of Citizens Financial Group, Inc.
CFR - Cullen/Frost Bankers Inc HOLD 0 @ USD 134.61 USD 0 The current share valuation price of CFR based on adjusted close was USD 134.61. The average price that CFR shares were previous bought at was USD 129.287. The current market price is 4.1% higher than average price they were purchased at. The value of the holding in CFR has fallen by USD 306 compared to the previous valuation of Cullen/Frost Bankers Inc
CHRW - CH Robinson Worldwide Inc HOLD 0 @ USD 166.731 USD 0 The current share valuation price of CHRW based on adjusted close was USD 166.731. The average price that CHRW shares were previous bought at was USD 106.786. The current market price is 56.1% higher than average price they were purchased at. The value of the holding in CHRW has fallen by USD 204 compared to the previous valuation of CH Robinson Worldwide Inc
CHWY - Chewy Inc HOLD 0 @ USD 32 USD 0 The current share valuation price of CHWY based on adjusted close was USD 32. The average price that CHWY shares were previous bought at was USD 32.8201. The current market price is -2.5% lower than average price they were purchased at. The value of the holding in CHWY has fallen by USD 18 compared to the previous valuation of Chewy Inc
CI - Cigna Corp HOLD 0 @ USD 279.115 USD 0 The current share valuation price of CI based on adjusted close was USD 279.115. The average price that CI shares were previous bought at was USD 307.3. The current market price is -9.2% lower than average price they were purchased at. The value of the holding in CI has fallen by USD 440 compared to the previous valuation of Cigna Corp
CIEN - Ciena Corp HOLD 0 @ USD 259.25 USD 0
CL - Colgate-Palmolive Company HOLD 0 @ USD 77.0889 USD 0 The current share valuation price of CL based on adjusted close was USD 77.0889. The average price that CL shares were previous bought at was USD 86.3627. The current market price is -10.7% lower than average price they were purchased at. The value of the holding in CL has fallen by USD 5 compared to the previous valuation of Colgate-Palmolive Company
CMG - Chipotle Mexican Grill Inc HOLD 0 @ USD 38.8702 USD 0 The current share valuation price of CMG based on adjusted close was USD 38.8702. The average price that CMG shares were previous bought at was USD 47.4313. The current market price is -18.0% lower than average price they were purchased at. The value of the holding in CMG has increased by USD 143 compared to the previous valuation of Chipotle Mexican Grill Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
CMG - KESSELRUN RESOURCES LTD HOLD 0 @ USD 38.8702 USD 0 The current share valuation price of CMG based on adjusted close was USD 38.8702. The average price that CMG shares were previous bought at was USD 47.4313. The current market price is -18.0% lower than average price they were purchased at. The value of the holding in CMG has increased by USD 143 compared to the previous valuation of KESSELRUN RESOURCES LTD however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
CNA - Centrica PLC HOLD 0 @ USD 46.5698 USD 0 The current share valuation price of CNA based on adjusted close was USD 46.5698. The average price that CNA shares were previous bought at was USD 48.7999. The current market price is -4.6% lower than average price they were purchased at. The value of the holding in CNA has fallen by USD 39 compared to the previous valuation of Centrica PLC
COR - Cencora Inc. HOLD 0 @ USD 340.411 USD 0 The current share valuation price of COR based on adjusted close was USD 340.411. The average price that COR shares were previous bought at was USD 291.508. The current market price is 16.8% higher than average price they were purchased at. The value of the holding in COR has fallen by USD 3,001 compared to the previous valuation of Cencora Inc.
COST - Costain Group PLC HOLD 0 @ USD 882.581 USD 0 The current share valuation price of COST based on adjusted close was USD 882.581. The average price that COST shares were previous bought at was USD 950.56. The current market price is -7.2% lower than average price they were purchased at. The value of the holding in COST has fallen by USD 3,840 compared to the previous valuation of Costain Group PLC
CPNG - Coupang LLC HOLD 0 @ USD 23.2713 USD 0 The current share valuation price of CPNG based on adjusted close was USD 23.2713. The average price that CPNG shares were previous bought at was USD 28.5395. The current market price is -18.5% lower than average price they were purchased at. The value of the holding in CPNG has fallen by USD 49 compared to the previous valuation of Coupang LLC
CPRT - Copart Inc HOLD 0 @ USD 38.1905 USD 0 The current share valuation price of CPRT based on adjusted close was USD 38.1905. The average price that CPRT shares were previous bought at was USD 39.1107. The current market price is -2.4% lower than average price they were purchased at. The value of the holding in CPRT has fallen by USD 679 compared to the previous valuation of Copart Inc
CRH - CRH PLC HOLD 0 @ USD 122.878 USD 0 The current share valuation price of CRH based on adjusted close was USD 122.878. The average price that CRH shares were previous bought at was USD 128.757. The current market price is -4.6% lower than average price they were purchased at. The value of the holding in CRH has fallen by USD 1,031 compared to the previous valuation of CRH PLC
CRM - Salesforce.com Inc HOLD 0 @ USD 266.12 USD 0 The current share valuation price of CRM based on adjusted close was USD 266.12. The average price that CRM shares were previous bought at was USD 267.289. The current market price is -0.4% lower than average price they were purchased at. The value of the holding in CRM has increased by USD 2,792 compared to the previous valuation of Salesforce.com Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
CRWD - Crowdstrike Holdings Inc HOLD 0 @ USD 478.909 USD 0 The current share valuation price of CRWD based on adjusted close was USD 478.909. The average price that CRWD shares were previous bought at was USD 483.924. The current market price is -1.0% lower than average price they were purchased at. The value of the holding in CRWD has increased by USD 2,491 compared to the previous valuation of Crowdstrike Holdings Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
CSCO - Cisco Systems Inc HOLD 0 @ USD 74.72 USD 0 The current share valuation price of CSCO based on adjusted close was USD 74.72. The average price that CSCO shares were previous bought at was USD 64.3299. The current market price is 16.2% higher than average price they were purchased at. The value of the holding in CSCO has fallen by USD 1,288 compared to the previous valuation of Cisco Systems Inc
CSX - CSX Corporation HOLD 0 @ USD 35.0513 USD 0 The current share valuation price of CSX based on adjusted close was USD 35.0513. The average price that CSX shares were previous bought at was USD 36.4689. The current market price is -3.9% lower than average price they were purchased at. The value of the holding in CSX has fallen by USD 159 compared to the previous valuation of CSX Corporation
CTSH - Cognizant Technology Solutions Corp Class A HOLD 0 @ USD 84.1096 USD 0 The current share valuation price of CTSH based on adjusted close was USD 84.1096. The average price that CTSH shares were previous bought at was USD 80.288. The current market price is 4.8% higher than average price they were purchased at. The value of the holding in CTSH has fallen by USD 294 compared to the previous valuation of Cognizant Technology Solutions Corp Class A
CTVA - Corteva Inc HOLD 0 @ USD 68.5399 USD 0 The current share valuation price of CTVA based on adjusted close was USD 68.5399. The average price that CTVA shares were previous bought at was USD 64.8421. The current market price is 5.7% higher than average price they were purchased at. The value of the holding in CTVA has fallen by USD 624 compared to the previous valuation of Corteva Inc
CVS - CVS Health Corp HOLD 0 @ USD 79.7898 USD 0 The current share valuation price of CVS based on adjusted close was USD 79.7898. The average price that CVS shares were previous bought at was USD 53.272. The current market price is 49.8% higher than average price they were purchased at. The value of the holding in CVS has fallen by USD 286 compared to the previous valuation of CVS Health Corp
CVX - Chevron Corp HOLD 0 @ USD 155.2 USD 0 The current share valuation price of CVX based on adjusted close was USD 155.2. The average price that CVX shares were previous bought at was USD 148.249. The current market price is 4.7% higher than average price they were purchased at. The value of the holding in CVX has fallen by USD 3,333 compared to the previous valuation of Chevron Corp
CW - Curtiss-Wright Corporation HOLD 0 @ USD 583.214 USD 0
DASH - DoorDash, Inc. Class A Common Stock HOLD 0 @ USD 230.518 USD 0 The current share valuation price of DASH based on adjusted close was USD 230.518. The average price that DASH shares were previous bought at was USD 192.061. The current market price is 20.0% higher than average price they were purchased at. The value of the holding in DASH has increased by USD 94 compared to the previous valuation of DoorDash, Inc. Class A Common Stock however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
DELL - Dell Technologies Inc HOLD 0 @ USD 120.068 USD 0 The current share valuation price of DELL based on adjusted close was USD 120.068. The average price that DELL shares were previous bought at was USD 136.095. The current market price is -11.8% lower than average price they were purchased at. The value of the holding in DELL has fallen by USD 742 compared to the previous valuation of Dell Technologies Inc
DGX - Quest Diagnostics Incorporated HOLD 0 @ USD 178.14 USD 0 The current share valuation price of DGX based on adjusted close was USD 178.14. The average price that DGX shares were previous bought at was USD 183.732. The current market price is -3.0% lower than average price they were purchased at. The value of the holding in DGX has fallen by USD 1,443 compared to the previous valuation of Quest Diagnostics Incorporated
DIS - Distil Plc HOLD 0 @ USD 112.91 USD 0 The current share valuation price of DIS based on adjusted close was USD 112.91. The average price that DIS shares were previous bought at was USD 114.34. The current market price is -1.3% lower than average price they were purchased at. The value of the holding in DIS has fallen by USD 1,743 compared to the previous valuation of Distil Plc
DOX - Amdocs Ltd HOLD 0 @ USD 82.6703 USD 0 The current share valuation price of DOX based on adjusted close was USD 82.6703. The average price that DOX shares were previous bought at was USD 79.1032. The current market price is 4.5% higher than average price they were purchased at. The value of the holding in DOX has increased by USD 681 compared to the previous valuation of Amdocs Ltd however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
DRI - Darden Restaurants Inc HOLD 0 @ USD 199.77 USD 0 The current share valuation price of DRI based on adjusted close was USD 199.77. The average price that DRI shares were previous bought at was USD 202.051. The current market price is -1.1% lower than average price they were purchased at. The value of the holding in DRI has fallen by USD 194 compared to the previous valuation of Darden Restaurants Inc
DT - Dynatrace Holdings LLC HOLD 0 @ USD 43.8398 USD 0 The current share valuation price of DT based on adjusted close was USD 43.8398. The average price that DT shares were previous bought at was USD 48.7302. The current market price is -10.0% lower than average price they were purchased at. The value of the holding in DT has increased by USD 888 compared to the previous valuation of Dynatrace Holdings LLC however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
EBAY - eBay Inc HOLD 0 @ USD 90.1502 USD 0 The current share valuation price of EBAY based on adjusted close was USD 90.1502. The average price that EBAY shares were previous bought at was USD 88.3203. The current market price is 2.1% higher than average price they were purchased at. The value of the holding in EBAY has fallen by USD 344 compared to the previous valuation of eBay Inc
EHC - Encompass Health Corp HOLD 0 @ USD 106.372 USD 0 The current share valuation price of EHC based on adjusted close was USD 106.372. The average price that EHC shares were previous bought at was USD 103.258. The current market price is 3.0% higher than average price they were purchased at. The value of the holding in EHC has fallen by USD 289 compared to the previous valuation of Encompass Health Corp
EMR - Empresaria Group plc HOLD 0 @ USD 142.151 USD 0 The current share valuation price of EMR based on adjusted close was USD 142.151. The average price that EMR shares were previous bought at was USD 137.886. The current market price is 3.1% higher than average price they were purchased at. The value of the holding in EMR has fallen by USD 989 compared to the previous valuation of Empresaria Group plc
EMR - Emerson Electric Co HOLD 0 @ USD 142.151 USD 0 The current share valuation price of EMR based on adjusted close was USD 142.151. The average price that EMR shares were previous bought at was USD 137.886. The current market price is 3.1% higher than average price they were purchased at. The value of the holding in EMR has fallen by USD 989 compared to the previous valuation of Emerson Electric Co
EOG - Europa Oil & Gas Holdings HOLD 0 @ USD 102.55 USD 0 The current share valuation price of EOG based on adjusted close was USD 102.55. The average price that EOG shares were previous bought at was USD 114.138. The current market price is -10.2% lower than average price they were purchased at. The value of the holding in EOG has fallen by USD 6,034 compared to the previous valuation of Europa Oil & Gas Holdings
ETN - Eaton Corporation PLC HOLD 0 @ USD 322.669 USD 0 The current share valuation price of ETN based on adjusted close was USD 322.669. The average price that ETN shares were previous bought at was USD 297.822. The current market price is 8.3% higher than average price they were purchased at. The value of the holding in ETN has fallen by USD 4,265 compared to the previous valuation of Eaton Corporation PLC
ETR - Entergy Corporation HOLD 0 @ USD 91.3096 USD 0 The current share valuation price of ETR based on adjusted close was USD 91.3096. The average price that ETR shares were previous bought at was USD 83.1452. The current market price is 9.8% higher than average price they were purchased at. The value of the holding in ETR has fallen by USD 1,409 compared to the previous valuation of Entergy Corporation
EW - Edwards Lifesciences Corp HOLD 0 @ USD 84.8295 USD 0 The current share valuation price of EW based on adjusted close was USD 84.8295. The average price that EW shares were previous bought at was USD 71.381. The current market price is 18.8% higher than average price they were purchased at. The value of the holding in EW has fallen by USD 449 compared to the previous valuation of Edwards Lifesciences Corp
EXAS - EXACT Sciences Corporation HOLD 0 @ USD 101.638 USD 0
EXEL - Exelixis Inc HOLD 0 @ USD 46.1891 USD 0 The current share valuation price of EXEL based on adjusted close was USD 46.1891. The average price that EXEL shares were previous bought at was USD 44.5064. The current market price is 3.8% higher than average price they were purchased at. The value of the holding in EXEL has increased by USD 690 compared to the previous valuation of Exelixis Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
EXPE - Expedia Group Inc. HOLD 0 @ USD 297.18 USD 0 The current share valuation price of EXPE based on adjusted close was USD 297.18. The average price that EXPE shares were previous bought at was USD 299.213. The current market price is -0.7% lower than average price they were purchased at. The value of the holding in EXPE has fallen by USD 124 compared to the previous valuation of Expedia Group Inc.
FCX - Freeport-McMoran Copper & Gold Inc HOLD 0 @ USD 55.5 USD 0 The current share valuation price of FCX based on adjusted close was USD 55.5. The average price that FCX shares were previous bought at was USD 40.1254. The current market price is 38.3% higher than average price they were purchased at. The value of the holding in FCX has fallen by USD 259 compared to the previous valuation of Freeport-McMoran Copper & Gold Inc
FICO - Fair Isaac Corporation HOLD 0 @ USD 1580.6 USD 0 The current share valuation price of FICO based on adjusted close was USD 1580.6. The average price that FICO shares were previous bought at was USD 1805.94. The current market price is -12.5% lower than average price they were purchased at. The value of the holding in FICO has fallen by USD 97 compared to the previous valuation of Fair Isaac Corporation
FOX - Fox Corp Class B HOLD 0 @ USD 67.0667 USD 0 The current share valuation price of FOX based on adjusted close was USD 67.0667. The average price that FOX shares were previous bought at was USD 48.6205. The current market price is 37.9% higher than average price they were purchased at. The value of the holding in FOX has fallen by USD 60 compared to the previous valuation of Fox Corp Class B
FOXA - Fox Corp Class A HOLD 0 @ USD 75.0296 USD 0 The current share valuation price of FOXA based on adjusted close was USD 75.0296. The average price that FOXA shares were previous bought at was USD 53.8714. The current market price is 39.3% higher than average price they were purchased at. The value of the holding in FOXA has fallen by USD 1,240 compared to the previous valuation of Fox Corp Class A
FWONK - Liberty Media Corporation Series C Liberty Formula One Common Stock HOLD 0 @ USD 92.7188 USD 0 The current share valuation price of FWONK based on adjusted close was USD 92.7188. The average price that FWONK shares were previous bought at was USD 98.1448. The current market price is -5.5% lower than average price they were purchased at. The value of the holding in FWONK has fallen by USD 388 compared to the previous valuation of Liberty Media Corporation Series C Liberty Formula One Common Stock
GEV - GE Vernova LLC HOLD 0 @ USD 662.319 USD 0 The current share valuation price of GEV based on adjusted close was USD 662.319. The average price that GEV shares were previous bought at was USD 483.536. The current market price is 37.0% higher than average price they were purchased at. The value of the holding in GEV has fallen by USD 5,186 compared to the previous valuation of GE Vernova LLC
GILD - Guild Esports Plc HOLD 0 @ USD 124.35 USD 0 The current share valuation price of GILD based on adjusted close was USD 124.35. The average price that GILD shares were previous bought at was USD 113.842. The current market price is 9.2% higher than average price they were purchased at. The value of the holding in GILD has increased by USD 3,167 compared to the previous valuation of Guild Esports Plc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
GIS - General Mills Inc HOLD 0 @ USD 42.95 USD 0 The current share valuation price of GIS based on adjusted close was USD 42.95. The average price that GIS shares were previous bought at was USD 50.3565. The current market price is -14.7% lower than average price they were purchased at. The value of the holding in GIS has fallen by USD 2,918 compared to the previous valuation of General Mills Inc
GNTX - Gentex Corporation HOLD 0 @ USD 24.3601 USD 0 The current share valuation price of GNTX based on adjusted close was USD 24.3601. The average price that GNTX shares were previous bought at was USD 23.22. The current market price is 4.9% higher than average price they were purchased at. The value of the holding in GNTX has fallen by USD 474 compared to the previous valuation of Gentex Corporation
HBAN - Huntington Bancshares Incorporated HOLD 0 @ USD 18.14 USD 0 The current share valuation price of HBAN based on adjusted close was USD 18.14. The average price that HBAN shares were previous bought at was USD 16.3217. The current market price is 11.1% higher than average price they were purchased at. The value of the holding in HBAN has fallen by USD 940 compared to the previous valuation of Huntington Bancshares Incorporated
HCA - HCA Holdings Inc HOLD 0 @ USD 470.651 USD 0 The current share valuation price of HCA based on adjusted close was USD 470.651. The average price that HCA shares were previous bought at was USD 393.981. The current market price is 19.5% higher than average price they were purchased at. The value of the holding in HCA has fallen by USD 2,188 compared to the previous valuation of HCA Holdings Inc
HD - Home Depot Inc HOLD 0 @ USD 349.063 USD 0 The current share valuation price of HD based on adjusted close was USD 349.063. The average price that HD shares were previous bought at was USD 369.364. The current market price is -5.5% lower than average price they were purchased at. The value of the holding in HD has fallen by USD 32 compared to the previous valuation of Home Depot Inc
HIG - Hartford Financial Services Group HOLD 0 @ USD 135.902 USD 0 The current share valuation price of HIG based on adjusted close was USD 135.902. The average price that HIG shares were previous bought at was USD 124.268. The current market price is 9.4% higher than average price they were purchased at. The value of the holding in HIG has fallen by USD 52 compared to the previous valuation of Hartford Financial Services Group
HLT - Hilton Worldwide Holdings Inc HOLD 0 @ USD 293.504 USD 0 The current share valuation price of HLT based on adjusted close was USD 293.504. The average price that HLT shares were previous bought at was USD 291.911. The current market price is 0.5% higher than average price they were purchased at. The value of the holding in HLT has increased by USD 30 compared to the previous valuation of Hilton Worldwide Holdings Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
HLT - LYXETFHLTIMETFP HOLD 0 @ USD 293.504 USD 0 The current share valuation price of HLT based on adjusted close was USD 293.504. The average price that HLT shares were previous bought at was USD 291.911. The current market price is 0.5% higher than average price they were purchased at. The value of the holding in HLT has increased by USD 30 compared to the previous valuation of LYXETFHLTIMETFP however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
HOLX - Hologic Inc HOLD 0 @ USD 74.959 USD 0 The current share valuation price of HOLX based on adjusted close was USD 74.959. The average price that HOLX shares were previous bought at was USD 74.7742. The current market price is 0.2% higher than average price they were purchased at. The value of the holding in HOLX has increased by USD 12 compared to the previous valuation of Hologic Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
HRB - H&R Block Inc HOLD 0 @ USD 43.4302 USD 0 The current share valuation price of HRB based on adjusted close was USD 43.4302. The average price that HRB shares were previous bought at was USD 50.7677. The current market price is -14.5% lower than average price they were purchased at. The value of the holding in HRB has fallen by USD 68 compared to the previous valuation of H&R Block Inc
HUBB - Hubbell Inc HOLD 0 @ USD 468.198 USD 0 The current share valuation price of HUBB based on adjusted close was USD 468.198. The average price that HUBB shares were previous bought at was USD 435.37. The current market price is 7.5% higher than average price they were purchased at. The value of the holding in HUBB has fallen by USD 797 compared to the previous valuation of Hubbell Inc
ICE - Intercontinental Exchange Inc HOLD 0 @ USD 161.92 USD 0 The current share valuation price of ICE based on adjusted close was USD 161.92. The average price that ICE shares were previous bought at was USD 162.287. The current market price is -0.2% lower than average price they were purchased at. The value of the holding in ICE has fallen by USD 5,362 compared to the previous valuation of Intercontinental Exchange Inc
INCY - Incyte Corporation HOLD 0 @ USD 110.569 USD 0 The current share valuation price of INCY based on adjusted close was USD 110.569. The average price that INCY shares were previous bought at was USD 75.8974. The current market price is 45.7% higher than average price they were purchased at. The value of the holding in INCY has increased by USD 1,270 compared to the previous valuation of Incyte Corporation however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
INSM - Insmed Inc HOLD 0 @ USD 176 USD 0 The current share valuation price of INSM based on adjusted close was USD 176. The average price that INSM shares were previous bought at was USD 192.057. The current market price is -8.4% lower than average price they were purchased at. The value of the holding in INSM has increased by USD 82 compared to the previous valuation of Insmed Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
INTC - Intel Corporation HOLD 0 @ USD 42.63 USD 0 The current share valuation price of INTC based on adjusted close was USD 42.63. The average price that INTC shares were previous bought at was USD 40.3597. The current market price is 5.6% higher than average price they were purchased at. The value of the holding in INTC has increased by USD 5,796 compared to the previous valuation of Intel Corporation however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
IONS - Ionis Pharmaceuticals Inc HOLD 0 @ USD 83.1706 USD 0 The current share valuation price of IONS based on adjusted close was USD 83.1706. The average price that IONS shares were previous bought at was USD 74.9053. The current market price is 11.0% higher than average price they were purchased at. The value of the holding in IONS has increased by USD 424 compared to the previous valuation of Ionis Pharmaceuticals Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
ISRG - Intuitive Surgical Inc HOLD 0 @ USD 592.27 USD 0 The current share valuation price of ISRG based on adjusted close was USD 592.27. The average price that ISRG shares were previous bought at was USD 542.87. The current market price is 9.1% higher than average price they were purchased at. The value of the holding in ISRG has fallen by USD 86 compared to the previous valuation of Intuitive Surgical Inc
JNJ - Johnson & Johnson HOLD 0 @ USD 207.49 USD 0 The current share valuation price of JNJ based on adjusted close was USD 207.49. The average price that JNJ shares were previous bought at was USD 161.512. The current market price is 28.5% higher than average price they were purchased at. The value of the holding in JNJ has increased by USD 5,670 compared to the previous valuation of Johnson & Johnson however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
KEX - Kirby Corporation HOLD 0 @ USD 123.263 USD 0 The current share valuation price of KEX based on adjusted close was USD 123.263. The average price that KEX shares were previous bought at was USD 112.981. The current market price is 9.1% higher than average price they were purchased at. The value of the holding in KEX has increased by USD 867 compared to the previous valuation of Kirby Corporation however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
KEY - KeyCorp HOLD 0 @ USD 21.3 USD 0 The current share valuation price of KEY based on adjusted close was USD 21.3. The average price that KEY shares were previous bought at was USD 17.7879. The current market price is 19.7% higher than average price they were purchased at. The value of the holding in KEY has fallen by USD 2,818 compared to the previous valuation of KeyCorp
KMB - Kimberly-Clark Corporation HOLD 0 @ USD 97.5609 USD 0 The current share valuation price of KMB based on adjusted close was USD 97.5609. The average price that KMB shares were previous bought at was USD 111.366. The current market price is -12.4% lower than average price they were purchased at. The value of the holding in KMB has fallen by USD 34 compared to the previous valuation of Kimberly-Clark Corporation
KMI - Kinder Morgan Inc HOLD 0 @ USD 27 USD 0 The current share valuation price of KMI based on adjusted close was USD 27. The average price that KMI shares were previous bought at was USD 27.6782. The current market price is -2.5% lower than average price they were purchased at. The value of the holding in KMI has increased by USD 1,061 compared to the previous valuation of Kinder Morgan Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
LIN - Linde plc HOLD 0 @ USD 434.143 USD 0 The current share valuation price of LIN based on adjusted close was USD 434.143. The average price that LIN shares were previous bought at was USD 425.056. The current market price is 2.1% higher than average price they were purchased at. The value of the holding in LIN has fallen by USD 401 compared to the previous valuation of Linde plc
LNG - Cheniere Energy Inc HOLD 0 @ USD 196.071 USD 0 The current share valuation price of LNG based on adjusted close was USD 196.071. The average price that LNG shares were previous bought at was USD 215.66. The current market price is -9.1% lower than average price they were purchased at. The value of the holding in LNG has increased by USD 104 compared to the previous valuation of Cheniere Energy Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
LOPE - Grand Canyon Education Inc HOLD 0 @ USD 168.507 USD 0 The current share valuation price of LOPE based on adjusted close was USD 168.507. The average price that LOPE shares were previous bought at was USD 204.864. The current market price is -17.7% lower than average price they were purchased at. The value of the holding in LOPE has fallen by USD 365 compared to the previous valuation of Grand Canyon Education Inc
LRCX - Lam Research Corp HOLD 0 @ USD 203.08 USD 0 The current share valuation price of LRCX based on adjusted close was USD 203.08. The average price that LRCX shares were previous bought at was USD 97.1463. The current market price is 109.0% higher than average price they were purchased at. The value of the holding in LRCX has fallen by USD 4,318 compared to the previous valuation of Lam Research Corp
LUV - Southwest Airlines Company HOLD 0 @ USD 42.6395 USD 0 The current share valuation price of LUV based on adjusted close was USD 42.6395. The average price that LUV shares were previous bought at was USD 34.3338. The current market price is 24.2% higher than average price they were purchased at. The value of the holding in LUV has increased by USD 137 compared to the previous valuation of Southwest Airlines Company however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
LVS - Las Vegas Sands Corp HOLD 0 @ USD 61.4286 USD 0 The current share valuation price of LVS based on adjusted close was USD 61.4286. The average price that LVS shares were previous bought at was USD 48.0979. The current market price is 27.7% higher than average price they were purchased at. The value of the holding in LVS has fallen by USD 741 compared to the previous valuation of Las Vegas Sands Corp
MA - Mastercard Inc HOLD 0 @ USD 579.921 USD 0 The current share valuation price of MA based on adjusted close was USD 579.921. The average price that MA shares were previous bought at was USD 558.444. The current market price is 3.8% higher than average price they were purchased at. The value of the holding in MA has fallen by USD 254 compared to the previous valuation of Mastercard Inc
MAA - Mid-America Apartment Communities Inc HOLD 0 @ USD 134.98 USD 0
MAA - AMUNDI EMTS HR MWG HOLD 0 @ USD 134.98 USD 0
MANH - Manhattan Associates Inc HOLD 0 @ USD 173.067 USD 0 The current share valuation price of MANH based on adjusted close was USD 173.067. The average price that MANH shares were previous bought at was USD 180.343. The current market price is -4.0% lower than average price they were purchased at. The value of the holding in MANH has increased by USD 511 compared to the previous valuation of Manhattan Associates Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
MDT - Medtronic PLC HOLD 0 @ USD 99.7698 USD 0 The current share valuation price of MDT based on adjusted close was USD 99.7698. The average price that MDT shares were previous bought at was USD 87.4187. The current market price is 14.1% higher than average price they were purchased at. The value of the holding in MDT has fallen by USD 458 compared to the previous valuation of Medtronic PLC
MELI - MercadoLibre Inc. HOLD 0 @ USD 2162.59 USD 0 The current share valuation price of MELI based on adjusted close was USD 2162.59. The average price that MELI shares were previous bought at was USD 2073.85. The current market price is 4.3% higher than average price they were purchased at. The value of the holding in MELI has fallen by USD 538 compared to the previous valuation of MercadoLibre Inc.
MLM - Martin Marietta Materials Inc HOLD 0 @ USD 625.051 USD 0 The current share valuation price of MLM based on adjusted close was USD 625.051. The average price that MLM shares were previous bought at was USD 635.261. The current market price is -1.6% lower than average price they were purchased at. The value of the holding in MLM has fallen by USD 826 compared to the previous valuation of Martin Marietta Materials Inc
MMC - Marsh & McLennan Companies Inc HOLD 0 @ USD 182.9 USD 0 The current share valuation price of MMC based on adjusted close was USD 182.9. The average price that MMC shares were previous bought at was USD 190.751. The current market price is -4.1% lower than average price they were purchased at. The value of the holding in MMC has fallen by USD 3,905 compared to the previous valuation of Marsh & McLennan Companies Inc
MMM - 3M Company HOLD 0 @ USD 162.909 USD 0 The current share valuation price of MMM based on adjusted close was USD 162.909. The average price that MMM shares were previous bought at was USD 159.38. The current market price is 2.2% higher than average price they were purchased at. The value of the holding in MMM has fallen by USD 1,126 compared to the previous valuation of 3M Company
MOH - MOH HOLD 0 @ USD 176.386 USD 0 The current share valuation price of MOH based on adjusted close was USD 176.386. The average price that MOH shares were previous bought at was USD 303.741. The current market price is -41.9% lower than average price they were purchased at. The value of the holding in MOH has fallen by USD 693 compared to the previous valuation of MOH
MOH - LVMH Moët Hennessy - Louis Vuitton Société Européenne HOLD 0 @ USD 176.386 USD 0 The current share valuation price of MOH based on adjusted close was USD 176.386. The average price that MOH shares were previous bought at was USD 303.741. The current market price is -41.9% lower than average price they were purchased at. The value of the holding in MOH has fallen by USD 693 compared to the previous valuation of LVMH Moët Hennessy - Louis Vuitton Société Européenne
MRK - Marks Electrical Group PLC HOLD 0 @ USD 108.6 USD 0 The current share valuation price of MRK based on adjusted close was USD 108.6. The average price that MRK shares were previous bought at was USD 86.72. The current market price is 25.2% higher than average price they were purchased at. The value of the holding in MRK has fallen by USD 229 compared to the previous valuation of Marks Electrical Group PLC
MRK - Merck & Company Inc HOLD 0 @ USD 108.6 USD 0 The current share valuation price of MRK based on adjusted close was USD 108.6. The average price that MRK shares were previous bought at was USD 86.72. The current market price is 25.2% higher than average price they were purchased at. The value of the holding in MRK has fallen by USD 229 compared to the previous valuation of Merck & Company Inc
MSFT - Microsoft Corporation HOLD 0 @ USD 483.47 USD 0 The current share valuation price of MSFT based on adjusted close was USD 483.47. The average price that MSFT shares were previous bought at was USD 437.047. The current market price is 10.6% higher than average price they were purchased at. The value of the holding in MSFT has increased by USD 24,065 compared to the previous valuation of Microsoft Corporation however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
MSI - MS INTERNATIONAL plc HOLD 0 @ USD 377.489 USD 0 The current share valuation price of MSI based on adjusted close was USD 377.489. The average price that MSI shares were previous bought at was USD 428.379. The current market price is -11.9% lower than average price they were purchased at. The value of the holding in MSI has fallen by USD 1,818 compared to the previous valuation of MS INTERNATIONAL plc
MSI - Mitsui Chemicals Inc HOLD 0 @ USD 377.489 USD 0 The current share valuation price of MSI based on adjusted close was USD 377.489. The average price that MSI shares were previous bought at was USD 428.379. The current market price is -11.9% lower than average price they were purchased at. The value of the holding in MSI has fallen by USD 1,818 compared to the previous valuation of Mitsui Chemicals Inc
MSM - MSC Industrial Direct Company Inc HOLD 0 @ USD 81.0809 USD 0 The current share valuation price of MSM based on adjusted close was USD 81.0809. The average price that MSM shares were previous bought at was USD 82.4337. The current market price is -1.6% lower than average price they were purchased at. The value of the holding in MSM has fallen by USD 1,335 compared to the previous valuation of MSC Industrial Direct Company Inc
MTZ - MasTec Inc HOLD 0 @ USD 235.751 USD 0 The current share valuation price of MTZ based on adjusted close was USD 235.751. The average price that MTZ shares were previous bought at was USD 156.497. The current market price is 50.6% higher than average price they were purchased at. The value of the holding in MTZ has fallen by USD 135 compared to the previous valuation of MasTec Inc
MTZ - M&T Bank Corp HOLD 0 @ USD 235.751 USD 0 The current share valuation price of MTZ based on adjusted close was USD 235.751. The average price that MTZ shares were previous bought at was USD 156.497. The current market price is 50.6% higher than average price they were purchased at. The value of the holding in MTZ has fallen by USD 135 compared to the previous valuation of M&T Bank Corp
MU - Micron Technology Inc HOLD 0 @ USD 339.55 USD 0 The current share valuation price of MU based on adjusted close was USD 339.55. The average price that MU shares were previous bought at was USD 218.929. The current market price is 55.1% higher than average price they were purchased at. The value of the holding in MU has fallen by USD 2,735 compared to the previous valuation of Micron Technology Inc
NEM - Newmont Goldcorp Corp HOLD 0 @ USD 108.01 USD 0 The current share valuation price of NEM based on adjusted close was USD 108.01. The average price that NEM shares were previous bought at was USD 58.3282. The current market price is 85.2% higher than average price they were purchased at. The value of the holding in NEM has fallen by USD 1,287 compared to the previous valuation of Newmont Goldcorp Corp
NEM - Nemetschek SE HOLD 0 @ USD 108.01 USD 0 The current share valuation price of NEM based on adjusted close was USD 108.01. The average price that NEM shares were previous bought at was USD 58.3282. The current market price is 85.2% higher than average price they were purchased at. The value of the holding in NEM has fallen by USD 1,287 compared to the previous valuation of Nemetschek SE
NNN - National Retail Properties Inc HOLD 0 @ USD 40.49 USD 0 The current share valuation price of NNN based on adjusted close was USD 40.49. The average price that NNN shares were previous bought at was USD 40.7516. The current market price is -0.6% lower than average price they were purchased at. The value of the holding in NNN has increased by USD 643 compared to the previous valuation of National Retail Properties Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
NSC - Norfolk Southern Corporation HOLD 0 @ USD 284.092 USD 0 The current share valuation price of NSC based on adjusted close was USD 284.092. The average price that NSC shares were previous bought at was USD 290.281. The current market price is -2.1% lower than average price they were purchased at. The value of the holding in NSC has fallen by USD 1,539 compared to the previous valuation of Norfolk Southern Corporation
NSC - Nissan Chemical Corporation HOLD 0 @ USD 284.092 USD 0 The current share valuation price of NSC based on adjusted close was USD 284.092. The average price that NSC shares were previous bought at was USD 290.281. The current market price is -2.1% lower than average price they were purchased at. The value of the holding in NSC has fallen by USD 1,539 compared to the previous valuation of Nissan Chemical Corporation
NTRA - Natera Inc HOLD 0 @ USD 254.399 USD 0 The current share valuation price of NTRA based on adjusted close was USD 254.399. The average price that NTRA shares were previous bought at was USD 172.224. The current market price is 47.7% higher than average price they were purchased at. The value of the holding in NTRA has increased by USD 1,177 compared to the previous valuation of Natera Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
NU - Nu Holdings Ltd HOLD 0 @ USD 17.5 USD 0 The current share valuation price of NU based on adjusted close was USD 17.5. The average price that NU shares were previous bought at was USD 17.0749. The current market price is 2.5% higher than average price they were purchased at. The value of the holding in NU has fallen by USD 249 compared to the previous valuation of Nu Holdings Ltd
NVDA - NVIDIA Corporation HOLD 0 @ USD 189.11 USD 0 The current share valuation price of NVDA based on adjusted close was USD 189.11. The average price that NVDA shares were previous bought at was USD 139.427. The current market price is 35.6% higher than average price they were purchased at. The value of the holding in NVDA has increased by USD 29,030 compared to the previous valuation of NVIDIA Corporation however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
NVR - NVR Inc HOLD 0 @ USD 7146.43 USD 0 The current share valuation price of NVR based on adjusted close was USD 7146.43. The average price that NVR shares were previous bought at was USD 7392.79. The current market price is -3.3% lower than average price they were purchased at. The value of the holding in NVR has fallen by USD 653 compared to the previous valuation of NVR Inc
NVT - Northern Venture Trust HOLD 0 @ USD 106.486 USD 0 The current share valuation price of NVT based on adjusted close was USD 106.486. The average price that NVT shares were previous bought at was USD 106.34. The current market price is 0.1% higher than average price they were purchased at. The value of the holding in NVT has fallen by USD 259 compared to the previous valuation of Northern Venture Trust
NYT - The New York Times Company HOLD 0 @ USD 71.2502 USD 0 The current share valuation price of NYT based on adjusted close was USD 71.2502. The average price that NYT shares were previous bought at was USD 61.0047. The current market price is 16.8% higher than average price they were purchased at. The value of the holding in NYT has increased by USD 2,119 compared to the previous valuation of The New York Times Company however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
ORCL - Oracle Corporation HOLD 0 @ USD 192.839 USD 0 The current share valuation price of ORCL based on adjusted close was USD 192.839. The average price that ORCL shares were previous bought at was USD 251.823. The current market price is -23.4% lower than average price they were purchased at. The value of the holding in ORCL has fallen by USD 692 compared to the previous valuation of Oracle Corporation
ORLY - O’Reilly Automotive Inc HOLD 0 @ USD 90.8499 USD 0 The current share valuation price of ORLY based on adjusted close was USD 90.8499. The average price that ORLY shares were previous bought at was USD 117.528. The current market price is -22.7% lower than average price they were purchased at. The value of the holding in ORLY has increased by USD 1,155 compared to the previous valuation of O’Reilly Automotive Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
OTIS - Otis Worldwide Corp HOLD 0 @ USD 88.4226 USD 0 The current share valuation price of OTIS based on adjusted close was USD 88.4226. The average price that OTIS shares were previous bought at was USD 88.1065. The current market price is 0.4% higher than average price they were purchased at. The value of the holding in OTIS has fallen by USD 247 compared to the previous valuation of Otis Worldwide Corp
PCAR - PACCAR Inc HOLD 0 @ USD 115.293 USD 0 The current share valuation price of PCAR based on adjusted close was USD 115.293. The average price that PCAR shares were previous bought at was USD 109.748. The current market price is 5.1% higher than average price they were purchased at. The value of the holding in PCAR has fallen by USD 73 compared to the previous valuation of PACCAR Inc
PEG - Petards Group plc HOLD 0 @ USD 77.5798 USD 0 The current share valuation price of PEG based on adjusted close was USD 77.5798. The average price that PEG shares were previous bought at was USD 81.395. The current market price is -4.7% lower than average price they were purchased at. The value of the holding in PEG has fallen by USD 991 compared to the previous valuation of Petards Group plc
PEG - Public Service Enterprise Group Inc HOLD 0 @ USD 77.5798 USD 0 The current share valuation price of PEG based on adjusted close was USD 77.5798. The average price that PEG shares were previous bought at was USD 81.395. The current market price is -4.7% lower than average price they were purchased at. The value of the holding in PEG has fallen by USD 991 compared to the previous valuation of Public Service Enterprise Group Inc
PH - Parker-Hannifin Corporation HOLD 0 @ USD 908.368 USD 0 The current share valuation price of PH based on adjusted close was USD 908.368. The average price that PH shares were previous bought at was USD 610.839. The current market price is 48.7% higher than average price they were purchased at. The value of the holding in PH has fallen by USD 387 compared to the previous valuation of Parker-Hannifin Corporation
PLNT - Planet Fitness Inc HOLD 0 @ USD 104.393 USD 0
PLTR - Palantir Technologies Inc HOLD 0 @ USD 181.68 USD 0 The current share valuation price of PLTR based on adjusted close was USD 181.68. The average price that PLTR shares were previous bought at was USD 132.29. The current market price is 37.3% higher than average price they were purchased at. The value of the holding in PLTR has increased by USD 2,738 compared to the previous valuation of Palantir Technologies Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
RARE - Ultragenyx HOLD 0 @ USD 24.1997 USD 0 The current share valuation price of RARE based on adjusted close was USD 24.1997. The average price that RARE shares were previous bought at was USD 29.9257. The current market price is -19.1% lower than average price they were purchased at. The value of the holding in RARE has increased by USD 1,039 compared to the previous valuation of Ultragenyx however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
RARE - WISETFWTMRARETFP HOLD 0 @ USD 24.1997 USD 0 The current share valuation price of RARE based on adjusted close was USD 24.1997. The average price that RARE shares were previous bought at was USD 29.9257. The current market price is -19.1% lower than average price they were purchased at. The value of the holding in RARE has increased by USD 1,039 compared to the previous valuation of WISETFWTMRARETFP however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
RBLX - Roblox Corp HOLD 0 @ USD 76.4213 USD 0 The current share valuation price of RBLX based on adjusted close was USD 76.4213. The average price that RBLX shares were previous bought at was USD 129.166. The current market price is -40.8% lower than average price they were purchased at. The value of the holding in RBLX has increased by USD 116 compared to the previous valuation of Roblox Corp however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
REGN - Regeneron Pharmaceuticals Inc HOLD 0 @ USD 812.276 USD 0 The current share valuation price of REGN based on adjusted close was USD 812.276. The average price that REGN shares were previous bought at was USD 616.658. The current market price is 31.7% higher than average price they were purchased at. The value of the holding in REGN has increased by USD 2,716 compared to the previous valuation of Regeneron Pharmaceuticals Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
RGLD - Royal Gold Inc HOLD 0 @ USD 242.722 USD 0 The current share valuation price of RGLD based on adjusted close was USD 242.722. The average price that RGLD shares were previous bought at was USD 184.642. The current market price is 31.5% higher than average price they were purchased at. The value of the holding in RGLD has fallen by USD 265 compared to the previous valuation of Royal Gold Inc
RMD - ResMed Inc HOLD 0 @ USD 248.213 USD 0 The current share valuation price of RMD based on adjusted close was USD 248.213. The average price that RMD shares were previous bought at was USD 246.225. The current market price is 0.8% higher than average price they were purchased at. The value of the holding in RMD has fallen by USD 170 compared to the previous valuation of ResMed Inc
ROIV - Roivant Sciences Ltd HOLD 0 @ USD 21.9802 USD 0 The current share valuation price of ROIV based on adjusted close was USD 21.9802. The average price that ROIV shares were previous bought at was USD 21.2387. The current market price is 3.5% higher than average price they were purchased at. The value of the holding in ROIV has increased by USD 487 compared to the previous valuation of Roivant Sciences Ltd however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
ROK - Rockwell Automation Inc HOLD 0 @ USD 409.34 USD 0 The current share valuation price of ROK based on adjusted close was USD 409.34. The average price that ROK shares were previous bought at was USD 356.887. The current market price is 14.7% higher than average price they were purchased at. The value of the holding in ROK has fallen by USD 816 compared to the previous valuation of Rockwell Automation Inc
ROKU - Roku Inc HOLD 0 @ USD 110.302 USD 0 The current share valuation price of ROKU based on adjusted close was USD 110.302. The average price that ROKU shares were previous bought at was USD 111.696. The current market price is -1.2% lower than average price they were purchased at. The value of the holding in ROKU has fallen by USD 256 compared to the previous valuation of Roku Inc
ROP - Roper Technologies Inc HOLD 0 @ USD 437.601 USD 0 The current share valuation price of ROP based on adjusted close was USD 437.601. The average price that ROP shares were previous bought at was USD 445.494. The current market price is -1.8% lower than average price they were purchased at. The value of the holding in ROP has increased by USD 146 compared to the previous valuation of Roper Technologies Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
RVMD - Revolution Medicines Inc HOLD 0 @ USD 102.71 USD 0 The current share valuation price of RVMD based on adjusted close was USD 102.71. The average price that RVMD shares were previous bought at was USD 79.8441. The current market price is 28.6% higher than average price they were purchased at. The value of the holding in RVMD has increased by USD 11,110 compared to the previous valuation of Revolution Medicines Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
SCHW - Charles Schwab Corp HOLD 0 @ USD 101.93 USD 0 The current share valuation price of SCHW based on adjusted close was USD 101.93. The average price that SCHW shares were previous bought at was USD 88.2346. The current market price is 15.5% higher than average price they were purchased at. The value of the holding in SCHW has fallen by USD 5,386 compared to the previous valuation of Charles Schwab Corp
SNPS - Synopsys Inc HOLD 0 @ USD 519.699 USD 0 The current share valuation price of SNPS based on adjusted close was USD 519.699. The average price that SNPS shares were previous bought at was USD 467.26. The current market price is 11.2% higher than average price they were purchased at. The value of the holding in SNPS has increased by USD 1,344 compared to the previous valuation of Synopsys Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
STX - Shield Therapeutics plc HOLD 0 @ USD 308.259 USD 0 The current share valuation price of STX based on adjusted close was USD 308.259. The average price that STX shares were previous bought at was USD 254.044. The current market price is 21.3% higher than average price they were purchased at. The value of the holding in STX has fallen by USD 1,197 compared to the previous valuation of Shield Therapeutics plc
SWKS - Skyworks Solutions Inc HOLD 0 @ USD 59.8191 USD 0 The current share valuation price of SWKS based on adjusted close was USD 59.8191. The average price that SWKS shares were previous bought at was USD 71.0234. The current market price is -15.8% lower than average price they were purchased at. The value of the holding in SWKS has fallen by USD 1,961 compared to the previous valuation of Skyworks Solutions Inc
SYK - Stryker Corporation HOLD 0 @ USD 367.75 USD 0 The current share valuation price of SYK based on adjusted close was USD 367.75. The average price that SYK shares were previous bought at was USD 359.377. The current market price is 2.3% higher than average price they were purchased at. The value of the holding in SYK has increased by USD 695 compared to the previous valuation of Stryker Corporation however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
T - AT&T Inc HOLD 0 @ USD 23.97 USD 0 The current share valuation price of T based on adjusted close was USD 23.97. The average price that T shares were previous bought at was USD 26.5152. The current market price is -9.6% lower than average price they were purchased at. The value of the holding in T has fallen by USD 5,364 compared to the previous valuation of AT&T Inc
TDY - Teledyne Technologies Incorporated HOLD 0 @ USD 531.5 USD 0
TEL - TE Connectivity Ltd HOLD 0 @ USD 229.59 USD 0 The current share valuation price of TEL based on adjusted close was USD 229.59. The average price that TEL shares were previous bought at was USD 189.045. The current market price is 21.4% higher than average price they were purchased at. The value of the holding in TEL has fallen by USD 951 compared to the previous valuation of TE Connectivity Ltd
TGTX - TG Therapeutics Inc HOLD 0 @ USD 30.3412 USD 0 The current share valuation price of TGTX based on adjusted close was USD 30.3412. The average price that TGTX shares were previous bought at was USD 30.6515. The current market price is -1.0% lower than average price they were purchased at. The value of the holding in TGTX has increased by USD 158 compared to the previous valuation of TG Therapeutics Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
THG - THG Holdings PLC HOLD 0 @ USD 178.191 USD 0 The current share valuation price of THG based on adjusted close was USD 178.191. The average price that THG shares were previous bought at was USD 175.617. The current market price is 1.5% higher than average price they were purchased at. The value of the holding in THG has increased by USD 530 compared to the previous valuation of THG Holdings PLC however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
TMUS - T-Mobile US Inc HOLD 0 @ USD 197.29 USD 0 The current share valuation price of TMUS based on adjusted close was USD 197.29. The average price that TMUS shares were previous bought at was USD 240.668. The current market price is -18.0% lower than average price they were purchased at. The value of the holding in TMUS has fallen by USD 1,674 compared to the previous valuation of T-Mobile US Inc
TRGP - Targa Resources Inc HOLD 0 @ USD 174.55 USD 0
TRV - The Travelers Companies Inc HOLD 0 @ USD 283.189 USD 0 The current share valuation price of TRV based on adjusted close was USD 283.189. The average price that TRV shares were previous bought at was USD 263.942. The current market price is 7.3% higher than average price they were purchased at. The value of the holding in TRV has fallen by USD 1,342 compared to the previous valuation of The Travelers Companies Inc
TRV - AMUNDI STX600 TRAV HOLD 0 @ USD 283.189 USD 0 The current share valuation price of TRV based on adjusted close was USD 283.189. The average price that TRV shares were previous bought at was USD 263.942. The current market price is 7.3% higher than average price they were purchased at. The value of the holding in TRV has fallen by USD 1,342 compared to the previous valuation of AMUNDI STX600 TRAV
TSLA - 1X TSLA HOLD 0 @ USD 431.41 USD 0 The current share valuation price of TSLA based on adjusted close was USD 431.41. The average price that TSLA shares were previous bought at was USD 368.881. The current market price is 17.0% higher than average price they were purchased at. The value of the holding in TSLA has fallen by USD 2,440 compared to the previous valuation of 1X TSLA
TT - Trane Technologies plc HOLD 0 @ USD 376.438 USD 0 The current share valuation price of TT based on adjusted close was USD 376.438. The average price that TT shares were previous bought at was USD 364.803. The current market price is 3.2% higher than average price they were purchased at. The value of the holding in TT has fallen by USD 149 compared to the previous valuation of Trane Technologies plc
TTD - Trade Desk Inc HOLD 0 @ USD 38.6516 USD 0 The current share valuation price of TTD based on adjusted close was USD 38.6516. The average price that TTD shares were previous bought at was USD 47.4124. The current market price is -18.5% lower than average price they were purchased at. The value of the holding in TTD has fallen by USD 337 compared to the previous valuation of Trade Desk Inc
TTWO - Take-Two Interactive Software Inc HOLD 0 @ USD 256.669 USD 0 The current share valuation price of TTWO based on adjusted close was USD 256.669. The average price that TTWO shares were previous bought at was USD 235.64. The current market price is 8.9% higher than average price they were purchased at. The value of the holding in TTWO has increased by USD 939 compared to the previous valuation of Take-Two Interactive Software Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
TW - Taylor Wimpey PLC HOLD 0 @ USD 106.15 USD 0 The current share valuation price of TW based on adjusted close was USD 106.15. The average price that TW shares were previous bought at was USD 106.463. The current market price is -0.3% lower than average price they were purchased at. The value of the holding in TW has fallen by USD 1,398 compared to the previous valuation of Taylor Wimpey PLC
TXRH - Texas Roadhouse Inc HOLD 0 @ USD 180.792 USD 0 The current share valuation price of TXRH based on adjusted close was USD 180.792. The average price that TXRH shares were previous bought at was USD 169.474. The current market price is 6.7% higher than average price they were purchased at. The value of the holding in TXRH has increased by USD 204 compared to the previous valuation of Texas Roadhouse Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
UBER - Uber Technologies Inc HOLD 0 @ USD 86.1902 USD 0 The current share valuation price of UBER based on adjusted close was USD 86.1902. The average price that UBER shares were previous bought at was USD 85.7006. The current market price is 0.6% higher than average price they were purchased at. The value of the holding in UBER has increased by USD 780 compared to the previous valuation of Uber Technologies Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
UNH - UnitedHealth Group Incorporated HOLD 0 @ USD 341.7 USD 0 The current share valuation price of UNH based on adjusted close was USD 341.7. The average price that UNH shares were previous bought at was USD 323.26. The current market price is 5.7% higher than average price they were purchased at. The value of the holding in UNH has fallen by USD 4,653 compared to the previous valuation of UnitedHealth Group Incorporated
UNP - Union Pacific Corporation HOLD 0 @ USD 224.48 USD 0 The current share valuation price of UNP based on adjusted close was USD 224.48. The average price that UNP shares were previous bought at was USD 226.557. The current market price is -0.9% lower than average price they were purchased at. The value of the holding in UNP has fallen by USD 6,042 compared to the previous valuation of Union Pacific Corporation
UPS - United Parcel Service Inc HOLD 0 @ USD 105.409 USD 0 The current share valuation price of UPS based on adjusted close was USD 105.409. The average price that UPS shares were previous bought at was USD 106.742. The current market price is -1.2% lower than average price they were purchased at. The value of the holding in UPS has increased by USD 80 compared to the previous valuation of United Parcel Service Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
UTHR - United Therapeutics Corporation HOLD 0 @ USD 503.69 USD 0 The current share valuation price of UTHR based on adjusted close was USD 503.69. The average price that UTHR shares were previous bought at was USD 346.383. The current market price is 45.4% higher than average price they were purchased at. The value of the holding in UTHR has increased by USD 206 compared to the previous valuation of United Therapeutics Corporation however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
V - Visa Inc. Class A HOLD 0 @ USD 355.88 USD 0 The current share valuation price of V based on adjusted close was USD 355.88. The average price that V shares were previous bought at was USD 341.559. The current market price is 4.2% higher than average price they were purchased at. The value of the holding in V has fallen by USD 2,354 compared to the previous valuation of Visa Inc. Class A
VEEV - Veeva Systems Inc Class A HOLD 0 @ USD 239.353 USD 0 The current share valuation price of VEEV based on adjusted close was USD 239.353. The average price that VEEV shares were previous bought at was USD 227.096. The current market price is 5.4% higher than average price they were purchased at. The value of the holding in VEEV has increased by USD 197 compared to the previous valuation of Veeva Systems Inc Class A however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
VKTX - Viking Therapeutics Inc HOLD 0 @ USD 32.3778 USD 0 The current share valuation price of VKTX based on adjusted close was USD 32.3778. The average price that VKTX shares were previous bought at was USD 34.4734. The current market price is -6.1% lower than average price they were purchased at. The value of the holding in VKTX has increased by USD 14 compared to the previous valuation of Viking Therapeutics Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
VLO - Valero Energy Corporation HOLD 0 @ USD 183.86 USD 0 The current share valuation price of VLO based on adjusted close was USD 183.86. The average price that VLO shares were previous bought at was USD 152.734. The current market price is 20.4% higher than average price they were purchased at. The value of the holding in VLO has increased by USD 1,560 compared to the previous valuation of Valero Energy Corporation however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
VMC - Vulcan Materials Company HOLD 0 @ USD 292.121 USD 0 The current share valuation price of VMC based on adjusted close was USD 292.121. The average price that VMC shares were previous bought at was USD 296.505. The current market price is -1.5% lower than average price they were purchased at. The value of the holding in VMC has fallen by USD 1,793 compared to the previous valuation of Vulcan Materials Company
VRSN - VeriSign Inc HOLD 0 @ USD 243.78 USD 0 The current share valuation price of VRSN based on adjusted close was USD 243.78. The average price that VRSN shares were previous bought at was USD 276.47. The current market price is -11.8% lower than average price they were purchased at. The value of the holding in VRSN has fallen by USD 1,902 compared to the previous valuation of VeriSign Inc
VRT - Vertiv Holdings Co HOLD 0 @ USD 171.538 USD 0 The current share valuation price of VRT based on adjusted close was USD 171.538. The average price that VRT shares were previous bought at was USD 170.926. The current market price is 0.4% higher than average price they were purchased at. The value of the holding in VRT has fallen by USD 362 compared to the previous valuation of Vertiv Holdings Co
VRTX - Vertex Pharmaceuticals Inc HOLD 0 @ USD 484.152 USD 0 The current share valuation price of VRTX based on adjusted close was USD 484.152. The average price that VRTX shares were previous bought at was USD 435.897. The current market price is 11.1% higher than average price they were purchased at. The value of the holding in VRTX has increased by USD 2,492 compared to the previous valuation of Vertex Pharmaceuticals Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
VTR - Ventas Inc HOLD 0 @ USD 75.6899 USD 0 The current share valuation price of VTR based on adjusted close was USD 75.6899. The average price that VTR shares were previous bought at was USD 67.7958. The current market price is 11.6% higher than average price they were purchased at. The value of the holding in VTR has fallen by USD 419 compared to the previous valuation of Ventas Inc
VZ - Verizon Communications Inc HOLD 0 @ USD 40.13 USD 0 The current share valuation price of VZ based on adjusted close was USD 40.13. The average price that VZ shares were previous bought at was USD 40.2888. The current market price is -0.4% lower than average price they were purchased at. The value of the holding in VZ has fallen by USD 1,302 compared to the previous valuation of Verizon Communications Inc
WAB - Westinghouse Air Brake Technologies Corp HOLD 0 @ USD 216.617 USD 0 The current share valuation price of WAB based on adjusted close was USD 216.617. The average price that WAB shares were previous bought at was USD 187.96. The current market price is 15.2% higher than average price they were purchased at. The value of the holding in WAB has fallen by USD 203 compared to the previous valuation of Westinghouse Air Brake Technologies Corp
WDC - Western Digital Corporation HOLD 0 @ USD 199.882 USD 0 The current share valuation price of WDC based on adjusted close was USD 199.882. The average price that WDC shares were previous bought at was USD 154.84. The current market price is 29.1% higher than average price they were purchased at. The value of the holding in WDC has fallen by USD 4,953 compared to the previous valuation of Western Digital Corporation
WELL - HANACTWELLETFP HOLD 0 @ USD 185.648 USD 0 The current share valuation price of WELL based on adjusted close was USD 185.648. The average price that WELL shares were previous bought at was USD 158.12. The current market price is 17.4% higher than average price they were purchased at. The value of the holding in WELL has fallen by USD 2 compared to the previous valuation of HANACTWELLETFP
WMB - The Williams Companies Inc HOLD 0 @ USD 60.3905 USD 0 The current share valuation price of WMB based on adjusted close was USD 60.3905. The average price that WMB shares were previous bought at was USD 59.5289. The current market price is 1.4% higher than average price they were purchased at. The value of the holding in WMB has increased by USD 654 compared to the previous valuation of The Williams Companies Inc however if the holding was sold on 2026-01-07 this would crystalise an overall loss.
XOM - Exxon Mobil Corp HOLD 0 @ USD 118.49 USD 0 The current share valuation price of XOM based on adjusted close was USD 118.49. The average price that XOM shares were previous bought at was USD 109.14. The current market price is 8.6% higher than average price they were purchased at. The value of the holding in XOM has fallen by USD 6,912 compared to the previous valuation of Exxon Mobil Corp
ZTS - Zoetis Inc HOLD 0 @ USD 125.667 USD 0 The current share valuation price of ZTS based on adjusted close was USD 125.667. The average price that ZTS shares were previous bought at was USD 164.812. The current market price is -23.8% lower than average price they were purchased at. The value of the holding in ZTS has fallen by USD 188 compared to the previous valuation of Zoetis Inc

Value of shares added and average price calculated using the adjusted close on the day which may not be the price the ETF paid for the shares or sold the share at

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