ROMAN BUTLER FULLERTON & CO Diversified Active

CIK: 0000733444 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 6, 2025

Total Value ($000): $372,714 (99.9% shares, 0.1% debt)

Holdings (256)

NVDA NVIDIA CORPORATION 6.4%
Value ($000) $23,945 Shares 115,654 Est. Cost $95.94 Unrealized +81.7%
MSFT MICROSOFT CORP 4.6%
Value ($000) $17,217 Shares 31,792 Est. Cost $206.10 Unrealized +146.8%
AAPL APPLE INC 4.3%
Value ($000) $16,067 Shares 59,572 Est. Cost $110.88 Unrealized +103.4%
AMZN AMAZON COM INC 3.2%
Value ($000) $12,057 Shares 52,352 Est. Cost $127.66 Unrealized +77.3%
SPY SPDR S&P 500 ETF TR 2.5%
Value ($000) $9,213 Shares 13,403 Est. Cost $524.44 Unrealized
GOOG ALPHABET INC 2.4%
Value ($000) $9,086 Shares 33,020 Est. Cost $123.26 Unrealized +70.3%
MA MASTERCARD INCORPORATED 2.3%
Value ($000) $8,676 Shares 15,644 Est. Cost $284.46 Unrealized +101.6%
VIG VANGUARD SPECIALIZED FUNDS 1.9%
Value ($000) $6,906 Shares 31,652 Est. Cost $130.66 Unrealized
WMT WALMART INC 1.8%
Value ($000) $6,784 Shares 66,213 Est. Cost $54.06 Unrealized +83.6%
VUG VANGUARD INDEX FDS 1.6%
Value ($000) $6,039 Shares 11,976 Est. Cost $234.51 Unrealized
LLY ELI LILLY & CO 1.6%
Value ($000) $5,836 Shares 7,173 Est. Cost $263.06 Unrealized +182.2%
CI THE CIGNA GROUP 1.3%
Value ($000) $4,891 Shares 16,352 Est. Cost $306.22 Unrealized -4.3%
QQQ INVESCO QQQ TR 1.3%
Value ($000) $4,885 Shares 7,684 Est. Cost $506.91 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $4,486 Shares 5,968 Est. Cost $275.55 Unrealized +169.7%
NOBL PROSHARES TR 1.2%
Value ($000) $4,483 Shares 44,390 Est. Cost $76.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $4,430 Shares 9,312 Est. Cost $237.07 Unrealized +104.3%
EATON VANCE ENHANCED EQUITY 1.1%
Value ($000) $4,280 Shares 206,476 Est. Cost $14.93 Unrealized
IVW ISHARES TR 1.1%
Value ($000) $4,274 Shares 33,847 Est. Cost $109.57 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $4,170 Shares 4,570 Est. Cost $766.85 Unrealized +24.8%
ORCL ORACLE CORP 1.1%
Value ($000) $4,130 Shares 15,000 Est. Cost $47.19 Unrealized +438.6%
FTCS FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $3,978 Shares 43,500 Est. Cost $65.25 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,566 Shares 133,368 Est. Cost $39.73 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $3,558 Shares 11,646 Est. Cost $102.48 Unrealized +188.8%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $3,547 Shares 23,845 Est. Cost $86.33 Unrealized +79.4%
EFA ISHARES TR 1.0%
Value ($000) $3,543 Shares 37,253 Est. Cost $91.33 Unrealized
HD HOME DEPOT INC 0.9%
Value ($000) $3,502 Shares 9,263 Est. Cost $173.48 Unrealized +124.3%
CAT CATERPILLAR INC 0.8%
Value ($000) $3,025 Shares 5,167 Est. Cost $211.10 Unrealized +101.5%
PFF ISHARES TR 0.8%
Value ($000) $2,957 Shares 93,806 Est. Cost $33.60 Unrealized
GE GE AEROSPACE 0.8%
Value ($000) $2,946 Shares 9,375 Est. Cost $161.66 Unrealized +68.7%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,825 Shares 10,289 Est. Cost $150.17 Unrealized +39.3%
SSUS STRATEGY SHS 0.7%
Value ($000) $2,664 Shares 53,966 Est. Cost $37.26 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $2,586 Shares 3,743 Est. Cost $289.61 Unrealized
IWF ISHARES TR 0.7%
Value ($000) $2,504 Shares 5,092 Est. Cost $370.63 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $2,401 Shares 42,860 Est. Cost $49.81 Unrealized
NFLX NETFLIX INC 0.6%
Value ($000) $2,367 Shares 2,151 Est. Cost $74.94 Unrealized +62.9%
RTX RTX CORPORATION 0.6%
Value ($000) $2,361 Shares 13,386 Est. Cost $111.03 Unrealized +39.0%
NUVEEN MUN VALUE FD INC 0.6%
Value ($000) $2,199 Shares 244,833 Est. Cost $8.56 Unrealized
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $2,141 Shares 2,763 Est. Cost $156.48 Unrealized +369.8%
ANET ARISTA NETWORKS INC 0.6%
Value ($000) $2,136 Shares 13,184 Est. Cost $90.83 Unrealized +41.8%
HWM HOWMET AEROSPACE INC 0.6%
Value ($000) $2,136 Shares 10,495 Est. Cost $97.50 Unrealized +86.8%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,090 Shares 11,198 Est. Cost $123.74 Unrealized +37.0%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,046 Shares 10,862 Est. Cost $176.97 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $2,029 Shares 5,257 Est. Cost $172.87 Unrealized +76.9%
V VISA INC 0.5%
Value ($000) $1,923 Shares 5,636 Est. Cost $283.89 Unrealized +21.6%
EATON VANCE ENHANCED EQUITY 0.5%
Value ($000) $1,898 Shares 79,499 Est. Cost $17.28 Unrealized
CEG CONSTELLATION ENERGY CORP 0.5%
Value ($000) $1,894 Shares 4,719 Est. Cost $252.04 Unrealized +27.8%
CTAS CINTAS CORP 0.5%
Value ($000) $1,846 Shares 10,039 Est. Cost $181.24 Unrealized +17.4%
EATON VANCE TAX-MANAGED GLOB 0.5%
Value ($000) $1,805 Shares 199,407 Est. Cost $9.42 Unrealized
NDAQ NASDAQ INC 0.5%
Value ($000) $1,801 Shares 21,088 Est. Cost $46.02 Unrealized +100.2%
IJR ISHARES TR 0.5%
Value ($000) $1,786 Shares 15,026 Est. Cost $100.30 Unrealized
GEV GE VERNOVA INC 0.5%
Value ($000) $1,771 Shares 3,064 Est. Cost $356.27 Unrealized +70.0%
CLS CELESTICA INC 0.5%
Value ($000) $1,760 Shares 5,211 Est. Cost $78.23 Unrealized +157.7%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,673 Shares 12,261 Est. Cost $78.61 Unrealized +72.3%
DGRO ISHARES TR 0.4%
Value ($000) $1,609 Shares 23,562 Est. Cost $40.48 Unrealized
USMV ISHARES TR 0.4%
Value ($000) $1,573 Shares 16,909 Est. Cost $58.98 Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,532 Shares 7,053 Est. Cost $143.05 Unrealized +33.8%
AEE AMEREN CORP 0.4%
Value ($000) $1,522 Shares 14,883 Est. Cost $62.48 Unrealized +57.8%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,514 Shares 5,796 Est. Cost $179.92 Unrealized +65.5%
SE SEA LTD 0.4%
Value ($000) $1,494 Shares 9,582 Est. Cost $125.49 Unrealized
URI UNITED RENTALS INC 0.4%
Value ($000) $1,486 Shares 1,707 Est. Cost $554.16 Unrealized +60.3%
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,477 Shares 14,163 Est. Cost $96.42 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,474 Shares 8,637 Est. Cost $71.92 Unrealized +105.5%
CRS CARPENTER TECHNOLOGY CORP 0.4%
Value ($000) $1,469 Shares 4,540 Est. Cost $154.41 Unrealized +65.3%
LOW LOWES COS INC 0.4%
Value ($000) $1,468 Shares 6,155 Est. Cost $107.18 Unrealized +127.8%
TNGY TORTOISE CAPITAL SERIES TRUS 0.4%
Value ($000) $1,418 Shares 159,291 Est. Cost $9.04 Unrealized
ILCG ISHARES TR 0.4%
Value ($000) $1,388 Shares 12,742 Est. Cost $65.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,345 Shares 4,363 Est. Cost $108.08 Unrealized +140.1%
CBRE GBL REAL ESTATE INC FD 0.4%
Value ($000) $1,311 Shares 270,314 Est. Cost $6.69 Unrealized
IRM IRON MTN INC DEL 0.3%
Value ($000) $1,302 Shares 12,850 Est. Cost $24.14 Unrealized +292.4%
POWL POWELL INDS INC 0.3%
Value ($000) $1,300 Shares 3,182 Est. Cost $176.99 Unrealized +43.5%
ABT ABBOTT LABS 0.3%
Value ($000) $1,295 Shares 10,411 Est. Cost $106.88 Unrealized +22.2%
FENI FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,294 Shares 36,189 Est. Cost $31.33 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,288 Shares 5,216 Est. Cost $246.86 Unrealized
DDOG DATADOG INC 0.3%
Value ($000) $1,265 Shares 8,111 Est. Cost $109.90 Unrealized +25.3%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,256 Shares 8,722 Est. Cost $98.17 Unrealized
USHY ISHARES TR 0.3%
Value ($000) $1,241 Shares 32,953 Est. Cost $37.45 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $1,230 Shares 4,120 Est. Cost $214.02 Unrealized +23.6%
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,218 Shares 23,166 Est. Cost $27.57 Unrealized +75.4%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,180 Shares 6,344 Est. Cost $180.94 Unrealized
QYLD GLOBAL X FDS 0.3%
Value ($000) $1,178 Shares 67,548 Est. Cost $17.65 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,172 Shares 8,940 Est. Cost $120.45 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,171 Shares 20,127 Est. Cost $58.20 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,170 Shares 2,535 Est. Cost $260.90 Unrealized +32.9%
REGL PROSHARES TR 0.3%
Value ($000) $1,169 Shares 14,249 Est. Cost $75.23 Unrealized
RKLB ROCKET LAB CORP 0.3%
Value ($000) $1,160 Shares 17,538 Est. Cost $24.48 Unrealized +85.3%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,143 Shares 21,934 Est. Cost $47.41 Unrealized
MELI MERCADOLIBRE INC 0.3%
Value ($000) $1,132 Shares 493 Est. Cost $2067.62 Unrealized +16.1%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,126 Shares 15,784 Est. Cost $43.53 Unrealized +54.8%
VGLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,094 Shares 18,932 Est. Cost $55.99 Unrealized
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $1,094 Shares 6,547 Est. Cost $96.34 Unrealized +75.1%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,084 Shares 9,307 Est. Cost $75.48 Unrealized +45.3%
SPMO INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,081 Shares 8,706 Est. Cost $115.31 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $1,024 Shares 4,072 Est. Cost $247.96 Unrealized +1.4%
ABBV ABBVIE INC 0.3%
Value ($000) $1,024 Shares 4,547 Est. Cost $84.91 Unrealized +137.8%
IYW ISHARES TR 0.3%
Value ($000) $1,015 Shares 4,806 Est. Cost $109.01 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $1,005 Shares 2,975 Est. Cost $394.48 Unrealized -9.1%
DKNG DRAFTKINGS INC NEW 0.3%
Value ($000) $979 Shares 31,956 Est. Cost $34.00 Unrealized +30.4%
SGOL ETFS GOLD TR 0.3%
Value ($000) $969 Shares 25,748 Est. Cost $27.01 Unrealized
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $966 Shares 1,272 Est. Cost $721.53 Unrealized +5.2%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $957 Shares 3,621 Est. Cost $81.80 Unrealized +97.3%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $931 Shares 4,259 Est. Cost $151.65 Unrealized +43.6%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $915 Shares 3,007 Est. Cost $265.88 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $903 Shares 4,288 Est. Cost $78.70 Unrealized +196.4%
DVY ISHARES TR 0.2%
Value ($000) $899 Shares 6,400 Est. Cost $95.99 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $895 Shares 836 Est. Cost $1078.72 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $893 Shares 19,138 Est. Cost $46.35 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $869 Shares 33,565 Est. Cost $14.43 Unrealized +86.9%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value ($000) $862 Shares 8,940 Est. Cost $57.22 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $861 Shares 10,643 Est. Cost $62.23 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $857 Shares 4,785 Est. Cost $116.89 Unrealized +16.0%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $856 Shares 4,308 Est. Cost $73.58 Unrealized +120.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $852 Shares 2,818 Est. Cost $169.77 Unrealized +77.5%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $829 Shares 3,468 Est. Cost $229.43 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $795 Shares 2,714 Est. Cost $177.88 Unrealized
SAP SAP SE 0.2%
Value ($000) $792 Shares 3,050 Est. Cost $179.22 Unrealized
BLOK AMPLIFY ETF TR 0.2%
Value ($000) $782 Shares 11,091 Est. Cost $41.56 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $754 Shares 5,155 Est. Cost $104.03 Unrealized +35.0%
ILF ISHARES TR 0.2%
Value ($000) $744 Shares 25,215 Est. Cost $26.71 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $741 Shares 10,847 Est. Cost $48.02 Unrealized +41.5%
PFXF VANECK ETF TRUST 0.2%
Value ($000) $736 Shares 41,169 Est. Cost $18.14 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $734 Shares 8,480 Est. Cost $71.31 Unrealized +13.6%
XTL SPDR SERIES TRUST 0.2%
Value ($000) $722 Shares 4,727 Est. Cost $120.38 Unrealized
KR KROGER CO 0.2%
Value ($000) $719 Shares 10,883 Est. Cost $59.43 Unrealized +16.2%
SR SPIRE INC 0.2%
Value ($000) $707 Shares 8,140 Est. Cost $72.76 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $707 Shares 10,149 Est. Cost $202.05 Unrealized -65.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $695 Shares 17,283 Est. Cost $38.40 Unrealized +10.7%
T AT&T INC 0.2%
Value ($000) $693 Shares 27,580 Est. Cost $17.82 Unrealized +57.5%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $682 Shares 13,442 Est. Cost $50.38 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $673 Shares 13,318 Est. Cost $50.21 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $665 Shares 1,594 Est. Cost $390.73 Unrealized +7.0%
XMVM INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $652 Shares 10,973 Est. Cost $59.38 Unrealized
XSHQ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $649 Shares 15,447 Est. Cost $41.71 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $640 Shares 1,762 Est. Cost $234.48 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $636 Shares 1,882 Est. Cost $155.87 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $627 Shares 25,815 Est. Cost $29.51 Unrealized -18.2%
TMUS T-MOBILE US INC 0.2%
Value ($000) $615 Shares 2,863 Est. Cost $159.55 Unrealized +50.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $609 Shares 14,304 Est. Cost $46.67 Unrealized -2.5%
GCC WISDOMTREE TR 0.2%
Value ($000) $609 Shares 29,597 Est. Cost $20.57 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $608 Shares 2,362 Est. Cost $252.35 Unrealized +7.1%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $594 Shares 3,005 Est. Cost $189.08 Unrealized +18.3%
DE DEERE & CO 0.2%
Value ($000) $591 Shares 1,248 Est. Cost $388.52 Unrealized +26.0%
TOL TOLL BROTHERS INC 0.2%
Value ($000) $575 Shares 4,275 Est. Cost $130.53 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $575 Shares 1,885 Est. Cost $259.52 Unrealized
BANK AMERICA CORP 0.2%
Value ($000) $571 Shares 450 Est. Cost $1168.88 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $562 Shares 1,927 Est. Cost $182.53 Unrealized +57.0%
EXEL EXELIXIS INC 0.1%
Value ($000) $558 Shares 14,156 Est. Cost $40.19 Unrealized 0.0%
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $557 Shares 14,235 Est. Cost $32.33 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $545 Shares 5,983 Est. Cost $89.93 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $534 Shares 7,192 Est. Cost $57.78 Unrealized +36.5%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $529 Shares 524 Est. Cost $434.87 Unrealized +55.7%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $520 Shares 2,663 Est. Cost $145.79 Unrealized
LIF LIFE360 INC 0.1%
Value ($000) $518 Shares 5,293 Est. Cost $84.21 Unrealized 0.0%
SGVT SCHWAB STRATEGIC TR 0.1%
Value ($000) $518 Shares 5,148 Est. Cost $100.66 Unrealized
NHI NATIONAL HEALTH INVS INC 0.1%
Value ($000) $514 Shares 6,980 Est. Cost $70.79 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $511 Shares 7,364 Est. Cost $59.17 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $506 Shares 2,174 Est. Cost $268.94 Unrealized +3.4%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $495 Shares 20,043 Est. Cost $23.86 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $488 Shares 8,465 Est. Cost $56.54 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $487 Shares 23,643 Est. Cost $13.68 Unrealized +55.9%
JNK SPDR SERIES TRUST 0.1%
Value ($000) $485 Shares 4,966 Est. Cost $96.06 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $480 Shares 3,272 Est. Cost $73.88 Unrealized +86.6%
TJX TJX COS INC NEW 0.1%
Value ($000) $478 Shares 3,376 Est. Cost $79.51 Unrealized +66.4%
GLDM WORLD GOLD TR 0.1%
Value ($000) $465 Shares 5,955 Est. Cost $78.09 Unrealized
UNILEVER PLC 0.1%
Value ($000) $464 Shares 7,606 Est. Cost $53.16 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $461 Shares 10,924 Est. Cost $36.45 Unrealized +18.5%
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $459 Shares 2,091 Est. Cost $168.90 Unrealized +18.6%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $459 Shares 573 Est. Cost $339.03 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $459 Shares 3,837 Est. Cost $90.22 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $459 Shares 2,302 Est. Cost $97.15 Unrealized +37.2%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $457 Shares 3,157 Est. Cost $59.18 Unrealized +84.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $451 Shares 2,116 Est. Cost $151.15 Unrealized +37.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $438 Shares 4,574 Est. Cost $75.04 Unrealized +24.6%
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $431 Shares 8,820 Est. Cost $35.00 Unrealized
VST VISTRA CORP 0.1%
Value ($000) $431 Shares 2,163 Est. Cost $148.40 Unrealized +33.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $420 Shares 2,348 Est. Cost $136.26 Unrealized +15.4%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $418 Shares 5,700 Est. Cost $54.59 Unrealized
BA BOEING CO 0.1%
Value ($000) $416 Shares 1,950 Est. Cost $199.24 Unrealized +13.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $411 Shares 5,430 Est. Cost $84.64 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $411 Shares 4,479 Est. Cost $91.63 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.1%
Value ($000) $404 Shares 40,546 Est. Cost $16.69 Unrealized -48.9%
LQD ISHARES TR 0.1%
Value ($000) $399 Shares 3,555 Est. Cost $112.27 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $391 Shares 3,333 Est. Cost $58.83 Unrealized +133.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $383 Shares 2,471 Est. Cost $80.48 Unrealized +89.2%
EVSB MORGAN STANLEY ETF TRUST 0.1%
Value ($000) $383 Shares 7,491 Est. Cost $51.12 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $382 Shares 2,764 Est. Cost $119.51 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $367 Shares 3,685 Est. Cost $106.02 Unrealized -7.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $367 Shares 1,518 Est. Cost $172.37 Unrealized +49.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $364 Shares 3,070 Est. Cost $93.21 Unrealized +20.5%
IBND SPDR SERIES TRUST 0.1%
Value ($000) $359 Shares 11,256 Est. Cost $32.20 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $349 Shares 6,995 Est. Cost $79.38 Unrealized -20.1%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $347 Shares 34,072 Est. Cost $10.84 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $345 Shares 2,318 Est. Cost $169.47 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $343 Shares 5,253 Est. Cost $54.98 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $339 Shares 4,857 Est. Cost $44.22 Unrealized +50.0%
PSX PHILLIPS 66 0.1%
Value ($000) $337 Shares 2,442 Est. Cost $79.35 Unrealized +59.3%
EDIV SPDR INDEX SHS FDS 0.1%
Value ($000) $335 Shares 8,602 Est. Cost $35.96 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $331 Shares 593 Est. Cost $442.63 Unrealized +5.0%
IREN IREN LIMITED 0.1%
Value ($000) $324 Shares 5,370 Est. Cost $24.29 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $323 Shares 2,063 Est. Cost $115.22 Unrealized +18.8%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $318 Shares 584 Est. Cost $433.57 Unrealized +4.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $318 Shares 1,404 Est. Cost $127.82 Unrealized 0.0%
SOXX ISHARES TR 0.1%
Value ($000) $316 Shares 1,022 Est. Cost $196.73 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $306 Shares 1,428 Est. Cost $183.99 Unrealized +7.8%
FELG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $305 Shares 7,084 Est. Cost $33.78 Unrealized
ARGX ARGENX SE 0.1%
Value ($000) $304 Shares 370 Est. Cost $821.97 Unrealized
JBL JABIL INC 0.1%
Value ($000) $298 Shares 1,342 Est. Cost $217.63 Unrealized 0.0%
ATKR ATKORE INC 0.1%
Value ($000) $296 Shares 4,268 Est. Cost $112.05 Unrealized -42.6%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $296 Shares 1,428 Est. Cost $176.71 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $295 Shares 5,167 Est. Cost $49.16 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $295 Shares 2,764 Est. Cost $53.26 Unrealized +45.3%
RING ISHARES INC 0.1%
Value ($000) $293 Shares 4,832 Est. Cost $42.33 Unrealized
FFTY INNOVATOR ETFS TRUST 0.1%
Value ($000) $292 Shares 7,100 Est. Cost $41.09 Unrealized
EPAM EPAM SYS INC 0.1%
Value ($000) $291 Shares 1,788 Est. Cost $166.61 Unrealized -1.5%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $290 Shares 9,467 Est. Cost $26.84 Unrealized +20.8%
SNEX STONEX GROUP INC 0.1%
Value ($000) $287 Shares 3,081 Est. Cost $95.50 Unrealized 0.0%
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $282 Shares 4,280 Est. Cost $65.80 Unrealized
SPAB SPDR SERIES TRUST 0.1%
Value ($000) $281 Shares 10,818 Est. Cost $25.33 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $281 Shares 11,580 Est. Cost $16.47 Unrealized +32.8%
BXP BXP INC 0.1%
Value ($000) $281 Shares 3,991 Est. Cost $67.55 Unrealized +2.5%
ETHW BITWISE ETHEREUM ETF 0.1%
Value ($000) $279 Shares 9,966 Est. Cost $27.98 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $275 Shares 4,059 Est. Cost $58.63 Unrealized +9.0%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $272 Shares 2,483 Est. Cost $99.09 Unrealized
SHYD VANECK ETF TRUST 0.1%
Value ($000) $271 Shares 11,881 Est. Cost $22.29 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $271 Shares 6,847 Est. Cost $31.06 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $265 Shares 2,310 Est. Cost $84.61 Unrealized +26.6%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $260 Shares 1,000 Est. Cost $204.58 Unrealized +32.0%
ROL ROLLINS INC 0.1%
Value ($000) $259 Shares 4,814 Est. Cost $37.90 Unrealized +49.4%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $259 Shares 3,685 Est. Cost $50.81 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $256 Shares 1,796 Est. Cost $104.71 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $251 Shares 2,853 Est. Cost $87.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $251 Shares 516 Est. Cost $448.15 Unrealized 0.0%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $247 Shares 5,319 Est. Cost $43.16 Unrealized
MMM 3M CO 0.1%
Value ($000) $245 Shares 1,490 Est. Cost $153.11 Unrealized 0.0%
FEPI ETF OPPORTUNITIES TRUST 0.1%
Value ($000) $243 Shares 4,989 Est. Cost $48.68 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $239 Shares 3,166 Est. Cost $56.32 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $239 Shares 2,387 Est. Cost $74.36 Unrealized +46.5%
FSK FS KKR CAP CORP 0.1%
Value ($000) $236 Shares 15,545 Est. Cost $15.22 Unrealized +14.6%
INTC INTEL CORP 0.1%
Value ($000) $236 Shares 5,706 Est. Cost $24.23 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $235 Shares 1,313 Est. Cost $179.17 Unrealized +14.2%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $232 Shares 3,941 Est. Cost $71.78 Unrealized +8.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $230 Shares 930 Est. Cost $247.22 Unrealized +5.4%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $228 Shares 533 Est. Cost $313.71 Unrealized +36.0%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $223 Shares 902 Est. Cost $197.14 Unrealized +34.5%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $223 Shares 2,200 Est. Cost $99.21 Unrealized
INTU INTUIT 0.1%
Value ($000) $216 Shares 329 Est. Cost $681.59 Unrealized +5.6%
NDSN NORDSON CORP 0.1%
Value ($000) $213 Shares 912 Est. Cost $196.94 Unrealized +11.2%
DAYFORCE INC 0.1%
Value ($000) $212 Shares 3,095 Est. Cost $62.23 Unrealized 0.0%
TRMB TRIMBLE INC 0.1%
Value ($000) $210 Shares 2,650 Est. Cost $67.18 Unrealized +21.4%
IBDR ISHARES TR 0.1%
Value ($000) $210 Shares 8,638 Est. Cost $24.27 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $208 Shares 1,885 Est. Cost $102.81 Unrealized +13.8%
IJK ISHARES TR 0.1%
Value ($000) $208 Shares 2,150 Est. Cost $94.64 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $207 Shares 3,086 Est. Cost $75.06 Unrealized 0.0%
SYK STRYKER CORPORATION 0.1%
Value ($000) $205 Shares 556 Est. Cost $384.53 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $204 Shares 1,750 Est. Cost $129.98 Unrealized -2.4%
PHM PULTE GROUP INC 0.1%
Value ($000) $203 Shares 1,716 Est. Cost $100.20 Unrealized +23.5%
KNSA KINIKSA PHARMACEUTICALS INTL 0.1%
Value ($000) $201 Shares 5,388 Est. Cost $32.49 Unrealized 0.0%