Fidelity Low-Priced Stock Fund | 150,136 | Jan 30, 2024 | 1.54% | 5,810,263 |
Delaware Ivy Natural Resources Fund | 142,280 | Dec 30, 2023 | 1.46% | 5,506,236 |
AMG Yacktman Focused Fd-Security Selection Only | 120,000 | Dec 30, 2023 | 1.23% | 4,644,000 |
Ivy Variable Insurance Port-Energy Port | 75,488 | Dec 30, 2023 | 0.77% | 2,921,385 |
AMG Yacktman Special Opportunities Fd | 71,000 | Dec 30, 2023 | 0.73% | 2,747,700 |
Ivy Variable Insurance Port-Natural Resources Port | 58,595 | Dec 30, 2023 | 0.60% | 2,267,626 |
Fidelity Capital & Income Fund | 37,978 | Jan 30, 2024 | 0.39% | 1,469,748 |
Unified Series Trust-Ballast Small/Mid Cap ETF | 37,171 | Dec 30, 2023 | 0.38% | 1,438,517 |
Fidelity Low Priced Stock K6 Fund | 19,125 | Jan 30, 2024 | 0.20% | 740,137 |
Fidelity Strategic Advisers Fidelity U.S. Total Stock Fund | 14,200 | Feb 28, 2024 | 0.15% | 549,540 |