ST GERMAIN D J CO INC Diversified Active

Location: Springfield, MA

CIK: 0000831571 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 13, 2026

Total Value: $2.527B (100.0% shares, 0.0% debt)

Holdings (896)

JQUA JPMORGAN U.S. QUALITY FACTOR ETF 4.6%
Value $117M Shares 1,915,635 Est. Cost $45.53 Unrealized
AAPL APPLE INC 4.6%
Value $116M Shares 457,822 Est. Cost $102.09 Unrealized +157.4%
GOOGL ALPHABET INC CL A 4.5%
Value $114M Shares 397,951 Est. Cost $92.19 Unrealized +250.7%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 3.4%
Value $87M Shares 1,136,697 Est. Cost $73.50 Unrealized
SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 2.3%
Value $57.36M Shares 1,975,748 Est. Cost $17.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.2%
Value $54.58M Shares 113,906 Est. Cost $209.98 Unrealized +135.0%
META META PLATFORMS INC CL A 2.1%
Value $54.21M Shares 94,759 Est. Cost $188.59 Unrealized +247.6%
JPM JPMORGAN CHASE & CO 2.1%
Value $54.18M Shares 184,189 Est. Cost $72.28 Unrealized +330.9%
SLB SLB LIMITED COM STK 1.7%
Value $41.75M Shares 812,511 Est. Cost $31.10 Unrealized +55.3%
ASML ASML HLDG NV N Y REGISTRY SHS 1.6%
Value $40.66M Shares 30,783 Est. Cost $768.61 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 1.6%
Value $40.54M Shares 804,803 Est. Cost $45.66 Unrealized
NVDA NVIDIA CORPORATION COM 1.6%
Value $39.75M Shares 227,918 Est. Cost $125.48 Unrealized +48.7%
MBB ISHARES MBS ETF 1.6%
Value $39.71M Shares 418,226 Est. Cost $102.78 Unrealized
PG PROCTER AND GAMBLE 1.5%
Value $38.17M Shares 264,284 Est. Cost $105.35 Unrealized +44.1%
JNJ JOHNSON & JOHNSON 1.4%
Value $36.61M Shares 149,767 Est. Cost $103.09 Unrealized +121.0%
NEE NEXTERA ENERGY INC COM 1.4%
Value $36.05M Shares 388,119 Est. Cost $66.74 Unrealized +30.6%
NFLX NETFLIX INC. COM 1.4%
Value $35.91M Shares 373,520 Est. Cost $100.07 Unrealized -16.2%
AMZN AMAZON.COM 1.4%
Value $35.71M Shares 171,469 Est. Cost $153.69 Unrealized +47.6%
XOM EXXON MOBIL CORP COM 1.4%
Value $34.13M Shares 201,191 Est. Cost $80.19 Unrealized +73.0%
CB CHUBB LTD SWITZ COM 1.3%
Value $33.85M Shares 103,862 Est. Cost $152.74 Unrealized +107.0%
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 1.2%
Value $31.27M Shares 666,657 Est. Cost $40.68 Unrealized
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY 1.2%
Value $30.96M Shares 237,790 Est. Cost $66.29 Unrealized
VB VANGUARD SMALL-CAP ETF 1.2%
Value $30.86M Shares 117,822 Est. Cost $166.36 Unrealized
TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF 1.2%
Value $30.45M Shares 1,586,908 Est. Cost $16.30 Unrealized
MSFT MICROSOFT CORP 1.2%
Value $30.4M Shares 82,128 Est. Cost $165.97 Unrealized +161.9%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 1.2%
Value $30.37M Shares 910,205 Est. Cost $11.99 Unrealized
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 1.2%
Value $29.82M Shares 617,033 Est. Cost $41.05 Unrealized
AMGN AMGEN INC COM 1.2%
Value $29.65M Shares 84,276 Est. Cost $135.53 Unrealized +158.0%
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 1.2%
Value $29.17M Shares 869,720 Est. Cost $27.76 Unrealized
WFC WELLS FARGO & CO COM 1.1%
Value $27.27M Shares 342,569 Est. Cost $41.76 Unrealized +115.6%
VO VANGUARD MID-CAP ETF 1.1%
Value $26.65M Shares 92,791 Est. Cost $132.98 Unrealized
BLK BLACKROCK INC COM 1.1%
Value $26.6M Shares 27,664 Est. Cost $879.95 Unrealized +24.7%
BKNG BOOKING HOLDINGS INC COM 1.0%
Value $26.43M Shares 6,278 Est. Cost $2066.63 Unrealized +131.4%
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 1.0%
Value $25.91M Shares 1,159,800 Est. Cost $22.10 Unrealized
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 1.0%
Value $24.99M Shares 422,062 Est. Cost $45.97 Unrealized
PANW PALO ALTO NETWORKS INC COM 1.0%
Value $24.14M Shares 150,597 Est. Cost $142.16 Unrealized +21.1%
CGBL CAPITAL GROUP CORE BALANCED ETF 0.9%
Value $23.96M Shares 696,400 Est. Cost $30.60 Unrealized
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.9%
Value $23.91M Shares 523,769 Est. Cost $37.78 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.9%
Value $22.8M Shares 485,551 Est. Cost $38.31 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.9%
Value $21.91M Shares 76,384 Est. Cost $94.42 Unrealized +242.8%
WMT WALMART INC 0.9%
Value $21.65M Shares 174,240 Est. Cost $52.35 Unrealized +133.1%
RMD RESMED INC COM 0.8%
Value $21.33M Shares 95,011 Est. Cost $182.22 Unrealized +40.4%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.8%
Value $20.75M Shares 405,122 Est. Cost $51.06 Unrealized
DHR DANAHER CORP DEL COM 0.8%
Value $20.38M Shares 107,499 Est. Cost $197.21 Unrealized +13.9%
CMI CUMMINS INC COM 0.8%
Value $19.63M Shares 36,482 Est. Cost $97.59 Unrealized +489.7%
CSCO CISCO SYS INC COM 0.7%
Value $18.88M Shares 243,365 Est. Cost $19.22 Unrealized +305.2%
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.7%
Value $18.77M Shares 643,329 Est. Cost $29.11 Unrealized
FND FLOOR & DECOR HLDGS INC CL A 0.7%
Value $18.61M Shares 366,429 Est. Cost $83.68 Unrealized -16.4%
VZ VERIZON COMMUNICATIONS 0.7%
Value $18.19M Shares 362,289 Est. Cost $36.62 Unrealized +19.7%
GOVT ISHARES U.S. TREASURY BOND ETF 0.7%
Value $17.67M Shares 771,228 Est. Cost $23.57 Unrealized
FAF FIRST AMERN FINL CORP COM 0.7%
Value $16.6M Shares 275,390 Est. Cost $47.25 Unrealized +35.8%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.6%
Value $16.33M Shares 383,891 Est. Cost $30.85 Unrealized
TJX TJX COS INC NEW COM 0.6%
Value $16.04M Shares 100,415 Est. Cost $58.16 Unrealized +165.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.6%
Value $15.95M Shares 176,364 Est. Cost $104.39 Unrealized -12.2%
SPY STATE STREET SPDR S&P 500 ETF 0.6%
Value $15.53M Shares 23,884 Est. Cost $281.68 Unrealized
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.6%
Value $15.36M Shares 686,198 Est. Cost $20.56 Unrealized
ABBV ABBVIE INC 0.6%
Value $14.93M Shares 68,630 Est. Cost $102.40 Unrealized +117.4%
SPTB STATE STREET SPDR PORTFOLIO TREASURY ETF 0.6%
Value $14.31M Shares 472,919 Est. Cost $30.36 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.5%
Value $13.27M Shares 160,405 Est. Cost $88.30 Unrealized
GLW CORNING INC COM 0.5%
Value $13.04M Shares 95,920 Est. Cost $20.26 Unrealized +451.2%
GIS GENERAL MILLS INC COM 0.5%
Value $12.15M Shares 326,533 Est. Cost $47.23 Unrealized -3.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.5%
Value $12.06M Shares 156,459 Est. Cost $75.52 Unrealized
QCOM QUALCOMM INC COM 0.5%
Value $11.94M Shares 92,701 Est. Cost $46.18 Unrealized +233.3%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.5%
Value $11.82M Shares 471,518 Est. Cost $22.45 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 0.4%
Value $11.34M Shares 380,384 Est. Cost $26.94 Unrealized
PEP PEPSICO INC COM 0.4%
Value $10.92M Shares 70,329 Est. Cost $71.44 Unrealized +116.6%
ETN EATON CORP PLC SHS 0.4%
Value $10.76M Shares 30,093 Est. Cost $177.82 Unrealized +98.9%
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.4%
Value $10.04M Shares 368,570 Est. Cost $17.18 Unrealized
BX BLACKSTONE INC 0.4%
Value $9.704M Shares 84,388 Est. Cost $68.66 Unrealized +105.2%
V VISA INC COM CL A 0.4%
Value $9.688M Shares 32,055 Est. Cost $177.51 Unrealized +85.4%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.4%
Value $9.6M Shares 133,833 Est. Cost $70.45 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.4%
Value $9.516M Shares 247,693 Est. Cost $29.49 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.3%
Value $8.466M Shares 186,062 Est. Cost $34.36 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value $8.406M Shares 27,791 Est. Cost $79.59 Unrealized +347.5%
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value $8.052M Shares 75,858 Est. Cost $59.02 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.3%
Value $7.999M Shares 71,250 Est. Cost $87.93 Unrealized
CVIE CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF 0.3%
Value $7.686M Shares 105,740 Est. Cost $61.18 Unrealized
CME CME GROUP INC COM 0.3%
Value $7.685M Shares 26,020 Est. Cost $165.17 Unrealized +75.2%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.3%
Value $7.454M Shares 61,507 Est. Cost $87.35 Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.3%
Value $7.444M Shares 7,471 Est. Cost $306.99 Unrealized +213.9%
MDT MEDTRONIC PLC SHS 0.3%
Value $6.994M Shares 80,721 Est. Cost $69.46 Unrealized +43.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value $6.49M Shares 101,272 Est. Cost $39.09 Unrealized
HD HOME DEPOT INC COM 0.2%
Value $5.886M Shares 17,896 Est. Cost $188.23 Unrealized +100.3%
AMAT APPLIED MATLS INC COM 0.2%
Value $5.77M Shares 16,881 Est. Cost $46.82 Unrealized +597.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value $5.674M Shares 104,972 Est. Cost $40.40 Unrealized
AOS SMITH A O CORP COM 0.2%
Value $5.61M Shares 85,080 Est. Cost $61.21 Unrealized +21.0%
CAT CATERPILLAR INC COM 0.2%
Value $5.603M Shares 7,909 Est. Cost $228.07 Unrealized +200.1%
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.2%
Value $5.34M Shares 65,141 Est. Cost $77.68 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value $4.892M Shares 15,739 Est. Cost $155.51 Unrealized +104.0%
CRM SALESFORCE COM 0.2%
Value $4.81M Shares 25,768 Est. Cost $192.22 Unrealized +12.3%
XYZ BLOCK INC CL A 0.2%
Value $4.744M Shares 78,838 Est. Cost $142.08 Unrealized -57.5%
MRK MERCK & CO INC COM 0.2%
Value $4.695M Shares 39,031 Est. Cost $72.53 Unrealized +57.6%
VUSV VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF 0.2%
Value $4.59M Shares 73,692 Est. Cost $62.28 Unrealized
VIG VANGUARD DIVIDEND APPREC INDEX FUND 0.2%
Value $4.377M Shares 20,352 Est. Cost $118.68 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value $4.376M Shares 108,892 Est. Cost $28.83 Unrealized
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.2%
Value $4.33M Shares 68,913 Est. Cost $51.33 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value $4.327M Shares 34,812 Est. Cost $116.74 Unrealized
BMO BANK MONTREAL MEDIUM COM 0.2%
Value $4.235M Shares 31,288 Est. Cost $36.46 Unrealized +280.9%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value $4.179M Shares 46,364 Est. Cost $96.07 Unrealized +5.3%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.2%
Value $4.121M Shares 46,581 Est. Cost $63.38 Unrealized
CVX CHEVRON CORPORATION COM 0.2%
Value $4.109M Shares 19,860 Est. Cost $129.92 Unrealized +32.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value $3.992M Shares 16,470 Est. Cost $167.27 Unrealized +69.7%
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value $3.883M Shares 8,889 Est. Cost $143.91 Unrealized
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.1%
Value $3.709M Shares 129,408 Est. Cost $21.10 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value $3.33M Shares 12,308 Est. Cost $224.43 Unrealized +37.5%
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.1%
Value $3.307M Shares 9,786 Est. Cost $50.60 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value $3.117M Shares 67,929 Est. Cost $54.66 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value $3.06M Shares 15,061 Est. Cost $173.82 Unrealized +38.5%
GE GE AEROSPACE COM NEW 0.1%
Value $2.999M Shares 10,569 Est. Cost $118.56 Unrealized +168.4%
BDX BECTON DICKINSON & CO 0.1%
Value $2.935M Shares 18,670 Est. Cost $170.59 Unrealized -1.6%
NUSC NUVEEN ESG SMALL-CAP ETF 0.1%
Value $2.931M Shares 65,048 Est. Cost $41.65 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value $2.894M Shares 78,744 Est. Cost $40.35 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $2.888M Shares 4,421 Est. Cost $442.24 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value $2.886M Shares 57,842 Est. Cost $50.20 Unrealized
MTB M & T BK CORP COM 0.1%
Value $2.859M Shares 13,829 Est. Cost $145.26 Unrealized +52.2%
ORCL ORACLE CORP COM 0.1%
Value $2.821M Shares 19,174 Est. Cost $32.72 Unrealized +418.3%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value $2.756M Shares 46,280 Est. Cost $59.79 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $2.746M Shares 7,955 Est. Cost $181.05 Unrealized +89.5%
AFL AFLAC INC COM 0.1%
Value $2.671M Shares 24,346 Est. Cost $33.14 Unrealized +235.6%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value $2.669M Shares 18,206 Est. Cost $118.31 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value $2.618M Shares 13,345 Est. Cost $141.36 Unrealized
NOW SERVICENOW INC COM 0.1%
Value $2.598M Shares 24,853 Est. Cost $174.85 Unrealized -30.7%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.1%
Value $2.598M Shares 7,852 Est. Cost $276.71 Unrealized +27.7%
PSK SPDR ICE PREFERRED SECURITIES ETF 0.1%
Value $2.48M Shares 80,425 Est. Cost $35.17 Unrealized
RTX RTX CORPORATION COM 0.1%
Value $2.409M Shares 12,489 Est. Cost $96.07 Unrealized +104.7%
KO COCA COLA CO COM 0.1%
Value $2.271M Shares 29,860 Est. Cost $51.52 Unrealized +45.1%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $2.261M Shares 3,741 Est. Cost $318.11 Unrealized +88.9%
GEV GE VERNOVA INC COM 0.1%
Value $2.258M Shares 2,587 Est. Cost $244.30 Unrealized +201.7%
ES EVERSOURCE ENERGY COM 0.1%
Value $2.222M Shares 32,070 Est. Cost $61.77 Unrealized +13.5%
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.1%
Value $2.212M Shares 81,472 Est. Cost $27.18 Unrealized
ABT ABBOTT LABORATORIES COM 0.1%
Value $2.147M Shares 20,909 Est. Cost $73.03 Unrealized +58.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $2.125M Shares 23,956 Est. Cost $90.98 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $2.11M Shares 8,105 Est. Cost $147.16 Unrealized +85.7%
EMR EMERSON ELEC CO COM 0.1%
Value $2.108M Shares 16,091 Est. Cost $67.58 Unrealized +119.7%
UNP UNION PAC CORP COM 0.1%
Value $2.097M Shares 8,645 Est. Cost $161.55 Unrealized +50.6%
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.1%
Value $2.052M Shares 42,908 Est. Cost $37.65 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value $2.014M Shares 66,436 Est. Cost $32.72 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value $1.981M Shares 8,766 Est. Cost $140.54 Unrealized +60.8%
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 0.1%
Value $1.969M Shares 75,691 Est. Cost $31.05 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value $1.951M Shares 3,970 Est. Cost $545.76 Unrealized +5.3%
ADI ANALOG DEVICES INC COM 0.1%
Value $1.945M Shares 6,115 Est. Cost $113.10 Unrealized +179.5%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value $1.735M Shares 17,235 Est. Cost $100.48 Unrealized
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.1%
Value $1.715M Shares 43,620 Est. Cost $31.73 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $1.659M Shares 5,171 Est. Cost $243.93 Unrealized
MMM 3M CO COM 0.1%
Value $1.616M Shares 11,128 Est. Cost $115.55 Unrealized +41.9%
LLY ELI LILLY & CO COM 0.1%
Value $1.613M Shares 1,754 Est. Cost $573.84 Unrealized +82.5%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value $1.581M Shares 21,475 Est. Cost $74.58 Unrealized
DIS DISNEY WALT CO 0.1%
Value $1.576M Shares 16,355 Est. Cost $115.11 Unrealized -4.9%
LOW LOWES COS INC COM 0.1%
Value $1.542M Shares 6,527 Est. Cost $183.34 Unrealized +48.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value $1.505M Shares 6,068 Est. Cost $109.28 Unrealized
DE DEERE & CO COM 0.1%
Value $1.475M Shares 2,619 Est. Cost $291.74 Unrealized +89.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value $1.432M Shares 3,656 Est. Cost $77.58 Unrealized +385.2%
CL COLGATE PALMOLIVE CO COM 0.1%
Value $1.414M Shares 16,590 Est. Cost $59.68 Unrealized +48.7%
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 0.1%
Value $1.413M Shares 55,805 Est. Cost $25.37 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value $1.331M Shares 3,193 Est. Cost $140.68 Unrealized +200.1%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value $1.326M Shares 1,568 Est. Cost $213.13 Unrealized +337.6%
TXN TEXAS INSTRS INC COM 0.1%
Value $1.287M Shares 6,631 Est. Cost $109.49 Unrealized +88.4%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value $1.23M Shares 4,284 Est. Cost $192.05 Unrealized +55.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $1.204M Shares 19,846 Est. Cost $51.49 Unrealized +11.5%
NWBI NORTHWEST BANCSHARES INC COM 0.0%
Value $1.181M Shares 93,065 Est. Cost $6.22 Unrealized +102.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $1.165M Shares 3,562 Est. Cost $214.37 Unrealized +54.3%
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value $1.151M Shares 3,961 Est. Cost $157.57 Unrealized +72.3%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $1.119M Shares 11,604 Est. Cost $103.27 Unrealized -0.2%
CI THE CIGNA GROUP COM 0.0%
Value $1.119M Shares 4,196 Est. Cost $311.85 Unrealized -10.0%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value $1.08M Shares 18,443 Est. Cost $46.50 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value $1.06M Shares 9,955 Est. Cost $105.58 Unrealized
LIN LINDE PLC SHS 0.0%
Value $1.026M Shares 2,069 Est. Cost $370.18 Unrealized +24.3%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $1.003M Shares 6,553 Est. Cost $271.36 Unrealized -30.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value $999K Shares 25,704 Est. Cost $27.90 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value $988K Shares 1,977 Est. Cost $304.29 Unrealized +77.1%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $976K Shares 6,392 Est. Cost $78.20 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $958K Shares 33,353 Est. Cost $36.48 Unrealized -18.3%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $954K Shares 6,895 Est. Cost $63.20 Unrealized
INTC INTEL CORP 0.0%
Value $923K Shares 20,926 Est. Cost $36.36 Unrealized +27.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $909K Shares 4,195 Est. Cost $60.39 Unrealized +298.1%
ROST ROSS STORES INC COM 0.0%
Value $889K Shares 4,102 Est. Cost $102.22 Unrealized +88.2%
T AT&T INC COM 0.0%
Value $841K Shares 29,015 Est. Cost $21.66 Unrealized +18.9%
CVS CVS HEALTH CORP 0.0%
Value $838K Shares 11,664 Est. Cost $64.94 Unrealized +20.1%
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.0%
Value $835K Shares 18,425 Est. Cost $48.51 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value $825K Shares 8,498 Est. Cost $65.71 Unrealized
NKE NIKE INC CL B 0.0%
Value $825K Shares 15,626 Est. Cost $77.65 Unrealized -17.6%
WELL WELLTOWER INC COM 0.0%
Value $822K Shares 4,159 Est. Cost $136.35 Unrealized +37.1%
VOO VANGUARD S&P 500 ETF 0.0%
Value $817K Shares 1,368 Est. Cost $540.94 Unrealized
PFE PFIZER INC COM 0.0%
Value $812K Shares 28,916 Est. Cost $29.28 Unrealized -10.6%
SO SOUTHERN CO COM 0.0%
Value $810K Shares 8,391 Est. Cost $76.06 Unrealized +17.7%
ARCC ARES CAPITAL CORP COM 0.0%
Value $796K Shares 44,150 Est. Cost $14.93 Unrealized +34.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value $778K Shares 1,825 Est. Cost $215.26 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $770K Shares 8,198 Est. Cost $52.83 Unrealized +89.5%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value $770K Shares 5,794 Est. Cost $122.21 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value $752K Shares 4,120 Est. Cost $99.48 Unrealized +124.4%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value $746K Shares 1,292 Est. Cost $386.30 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $737K Shares 10,240 Est. Cost $40.93 Unrealized +92.3%
OIH VANECK OIL SERVICES ETF 0.0%
Value $735K Shares 1,818 Est. Cost $278.68 Unrealized
AVGO BROADCOM INC COM 0.0%
Value $722K Shares 2,334 Est. Cost $198.84 Unrealized +68.1%
CSX CSX CORP COM 0.0%
Value $713K Shares 17,363 Est. Cost $29.39 Unrealized +31.1%
SYK STRYKER CORPORATION COM 0.0%
Value $712K Shares 2,166 Est. Cost $210.25 Unrealized +73.4%
FICO FAIR ISAAC CORP COM 0.0%
Value $711K Shares 666 Est. Cost $1006.25 Unrealized +45.8%
AMP AMERIPRISE FINL INC COM 0.0%
Value $707K Shares 1,590 Est. Cost $352.57 Unrealized +41.9%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $696K Shares 6,804 Est. Cost $82.74 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value $688K Shares 18,179 Est. Cost $27.18 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $681K Shares 14,163 Est. Cost $48.59 Unrealized
TGT TARGET CORP COM 0.0%
Value $644K Shares 5,312 Est. Cost $129.10 Unrealized -15.4%
MS MORGAN STANLEY 0.0%
Value $629K Shares 3,824 Est. Cost $73.14 Unrealized +145.7%
CTVA CORTEVA INC COM 0.0%
Value $626K Shares 7,478 Est. Cost $26.87 Unrealized +170.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value $599K Shares 859 Est. Cost $115.82 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $597K Shares 2,796 Est. Cost $155.54 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $583K Shares 2,942 Est. Cost $206.35 Unrealized +22.7%
SBUX STARBUCKS CORP COM 0.0%
Value $583K Shares 6,504 Est. Cost $84.90 Unrealized +10.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value $578K Shares 3,905 Est. Cost $140.49 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $574K Shares 2,820 Est. Cost $103.92 Unrealized +113.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $564K Shares 2,976 Est. Cost $122.93 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $548K Shares 2,633 Est. Cost $139.31 Unrealized +61.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $538K Shares 4,109 Est. Cost $90.27 Unrealized +33.9%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $538K Shares 1,714 Est. Cost $132.07 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $529K Shares 4,037 Est. Cost $67.96 Unrealized +77.4%
COP CONOCOPHILLIPS COM 0.0%
Value $526K Shares 3,984 Est. Cost $69.73 Unrealized +47.2%
TSLA TESLA INC COM 0.0%
Value $519K Shares 1,397 Est. Cost $263.28 Unrealized +61.8%
ETR ENTERGY CORP NEW COM 0.0%
Value $514K Shares 4,577 Est. Cost $56.29 Unrealized +73.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $514K Shares 3,131 Est. Cost $110.32 Unrealized +7.9%
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $510K Shares 1,100 Est. Cost $469.46 Unrealized
EFIV STATE STREET SPDR S&P 500 ESG ETF 0.0%
Value $477K Shares 7,555 Est. Cost $8.50 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $474K Shares 3,055 Est. Cost $59.06 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $469K Shares 7,649 Est. Cost $38.83 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value $444K Shares 2,855 Est. Cost $88.78 Unrealized +77.2%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $426K Shares 5,268 Est. Cost $57.06 Unrealized +42.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $423K Shares 2,889 Est. Cost $30.96 Unrealized +397.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value $416K Shares 6,155 Est. Cost $90.66 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value $415K Shares 1,807 Est. Cost $135.23 Unrealized +67.2%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value $412K Shares 3,047 Est. Cost $91.67 Unrealized +49.2%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $409K Shares 2,085 Est. Cost $178.95 Unrealized +15.9%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $408K Shares 2,708 Est. Cost $174.43 Unrealized +11.5%
CLX CLOROX CO DEL COM 0.0%
Value $407K Shares 3,930 Est. Cost $116.42 Unrealized -1.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value $397K Shares 2,403 Est. Cost $106.28 Unrealized +65.5%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $394K Shares 1,446 Est. Cost $116.11 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value $393K Shares 8,354 Est. Cost $31.08 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $388K Shares 1,326 Est. Cost $405.93 Unrealized -13.4%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $388K Shares 7,692 Est. Cost $68.04 Unrealized -2.0%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value $385K Shares 13,065 Est. Cost $25.50 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value $380K Shares 2,724 Est. Cost $57.18 Unrealized +142.0%
XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 0.0%
Value $376K Shares 7,649 Est. Cost $36.39 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $370K Shares 9,643 Est. Cost $39.93 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $368K Shares 1,261 Est. Cost $208.50 Unrealized +38.4%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $368K Shares 6,531 Est. Cost $26.66 Unrealized +123.8%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value $367K Shares 4,008 Est. Cost $90.25 Unrealized
STT STATE STR CORP COM 0.0%
Value $363K Shares 2,869 Est. Cost $68.66 Unrealized +89.7%
NYF ISHARES NEW YORK MUNI BOND ETF 0.0%
Value $361K Shares 6,793 Est. Cost $56.60 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $361K Shares 3,040 Est. Cost $50.03 Unrealized +140.2%
D DOMINION ENERGY INC COM 0.0%
Value $360K Shares 5,827 Est. Cost $51.51 Unrealized +19.6%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $360K Shares 5,747 Est. Cost $60.03 Unrealized +6.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $357K Shares 3,942 Est. Cost $82.26 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $355K Shares 3,819 Est. Cost $65.29 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $338K Shares 4,850 Est. Cost $43.96 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $338K Shares 5,125 Est. Cost $43.37 Unrealized +45.3%
SNY SANOFI SA SPONSORED ADR 0.0%
Value $338K Shares 7,005 Est. Cost $53.58 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $337K Shares 918 Est. Cost $241.02 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $335K Shares 2,960 Est. Cost $118.92 Unrealized
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value $327K Shares 25,306 Est. Cost $9.81 Unrealized +35.5%
BAC BANK AMERICA CORP COM 0.0%
Value $326K Shares 6,685 Est. Cost $27.88 Unrealized +92.5%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $325K Shares 1,624 Est. Cost $182.17 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value $321K Shares 6,825 Est. Cost $41.55 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value $321K Shares 3,495 Est. Cost $52.16 Unrealized
MCI BARINGS CORPORATE INVS COM 0.0%
Value $312K Shares 18,117 Est. Cost $19.24 Unrealized
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value $311K Shares 10,116 Est. Cost $30.58 Unrealized
MET METLIFE INC COM 0.0%
Value $309K Shares 4,375 Est. Cost $75.77 Unrealized +2.2%
BA BOEING CO COM 0.0%
Value $308K Shares 1,549 Est. Cost $166.67 Unrealized +43.1%
NI NISOURCE INC COM 0.0%
Value $308K Shares 6,592 Est. Cost $38.29 Unrealized +14.9%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value $303K Shares 4,846 Est. Cost $45.90 Unrealized
JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF 0.0%
Value $296K Shares 8,124 Est. Cost $36.48 Unrealized
RPM RPM INTL INC COM 0.0%
Value $292K Shares 2,934 Est. Cost $85.68 Unrealized +30.9%
ECL ECOLAB INC COM 0.0%
Value $288K Shares 1,084 Est. Cost $178.72 Unrealized +60.2%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value $285K Shares 15,624 Est. Cost $17.22 Unrealized
MC MOELIS & CO CL A 0.0%
Value $285K Shares 5,000 Est. Cost $70.34 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value $282K Shares 3,117 Est. Cost $70.85 Unrealized +10.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $281K Shares 9,149 Est. Cost $52.62 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value $279K Shares 1,347 Est. Cost $135.71 Unrealized +49.5%
APH AMPHENOL CORP CL A 0.0%
Value $275K Shares 2,173 Est. Cost $60.82 Unrealized +140.7%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $270K Shares 1,785 Est. Cost $87.48 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $270K Shares 1,558 Est. Cost $194.30 Unrealized -6.7%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $261K Shares 4,964 Est. Cost $52.44 Unrealized
USB US BANCORP COM NEW 0.0%
Value $259K Shares 4,985 Est. Cost $38.33 Unrealized +47.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value $247K Shares 3,120 Est. Cost $79.31 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $245K Shares 687 Est. Cost $339.57 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value $239K Shares 1,130 Est. Cost $191.73 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value $230K Shares 4,038 Est. Cost $56.92 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $229K Shares 3,219 Est. Cost $77.84 Unrealized +5.7%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $229K Shares 1,985 Est. Cost $101.21 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value $226K Shares 4,059 Est. Cost $104.21 Unrealized -38.6%
GLD SPDR GOLD SHARES 0.0%
Value $226K Shares 526 Est. Cost $271.16 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $225K Shares 2,921 Est. Cost $55.22 Unrealized +62.1%
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value $218K Shares 3,713 Est. Cost $43.91 Unrealized
IT GARTNER INC COM 0.0%
Value $218K Shares 1,375 Est. Cost $239.39 Unrealized -17.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $217K Shares 4,733 Est. Cost $27.23 Unrealized +69.3%
BALL BALL CORP COM 0.0%
Value $213K Shares 3,603 Est. Cost $77.74 Unrealized -22.5%
URI UNITED RENTALS INC COM 0.0%
Value $212K Shares 291 Est. Cost $397.13 Unrealized +122.3%
ED CONSOLIDATED EDISON INC COM 0.0%
Value $209K Shares 1,849 Est. Cost $98.74 Unrealized +6.7%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $208K Shares 994 Est. Cost $155.91 Unrealized +47.4%
ATMU ATMUS FILTRATION TECHNOLOGIES COM 0.0%
Value $203K Shares 3,568 Est. Cost $23.72 Unrealized +148.8%
PSX PHILLIPS 66 COM 0.0%
Value $200K Shares 1,096 Est. Cost $99.29 Unrealized +48.2%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $198K Shares 1,170 Est. Cost $126.38 Unrealized
NUE NUCOR CORP COM 0.0%
Value $189K Shares 1,118 Est. Cost $165.47 Unrealized +7.8%
KKR KKR & CO INC COM 0.0%
Value $184K Shares 1,993 Est. Cost $55.02 Unrealized +108.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $184K Shares 3,190 Est. Cost $59.02 Unrealized -1.5%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $182K Shares 653 Est. Cost $218.36 Unrealized +37.9%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value $180K Shares 979 Est. Cost $148.91 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value $171K Shares 403 Est. Cost $391.93 Unrealized +23.8%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $171K Shares 1,746 Est. Cost $95.93 Unrealized +11.9%
MFC MANULIFE FINL CORP COM 0.0%
Value $170K Shares 4,939 Est. Cost $29.73 Unrealized +24.8%
HAS HASBRO INC COM 0.0%
Value $170K Shares 1,812 Est. Cost $67.95 Unrealized +36.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value $169K Shares 492 Est. Cost $288.59 Unrealized +22.8%
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value $168K Shares 2,235 Est. Cost $59.47 Unrealized +34.4%
PRF INVESCO RAFI US 1000 ETF 0.0%
Value $165K Shares 3,475 Est. Cost $56.49 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value $164K Shares 1,132 Est. Cost $131.64 Unrealized +26.3%
XEL XCEL ENERGY INC COM 0.0%
Value $164K Shares 2,069 Est. Cost $65.57 Unrealized +17.7%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $164K Shares 1,124 Est. Cost $111.42 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value $163K Shares 1,374 Est. Cost $115.39 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $162K Shares 1,636 Est. Cost $99.23 Unrealized
BBT BEACON FINANCIAL CORP. COM 0.0%
Value $161K Shares 5,375 Est. Cost $20.63 Unrealized +40.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $161K Shares 2,290 Est. Cost $49.53 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value $160K Shares 217 Est. Cost $409.03 Unrealized +77.7%
PGR PROGRESSIVE CORP COM 0.0%
Value $160K Shares 805 Est. Cost $231.96 Unrealized -10.9%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $154K Shares 1,559 Est. Cost $49.16 Unrealized +64.9%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value $153K Shares 1,200 Est. Cost $90.06 Unrealized
DG DOLLAR GEN CORP COM 0.0%
Value $148K Shares 1,250 Est. Cost $94.85 Unrealized +55.7%
AYI ACUITY INC COM 0.0%
Value $147K Shares 525 Est. Cost $318.45 Unrealized +1.0%
MCO MOODYS CORP COM 0.0%
Value $147K Shares 337 Est. Cost $395.21 Unrealized +23.9%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value $146K Shares 4,150 Est. Cost $31.59 Unrealized +13.3%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $146K Shares 2,185 Est. Cost $56.39 Unrealized
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value $141K Shares 5,340 Est. Cost $22.01 Unrealized 0.0%
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value $141K Shares 1,431 Est. Cost $121.62 Unrealized -9.7%
SYY SYSCO CORP COM 0.0%
Value $141K Shares 1,972 Est. Cost $71.70 Unrealized +14.7%
WPC WP CAREY INC COM 0.0%
Value $139K Shares 2,043 Est. Cost $64.81 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $138K Shares 1,444 Est. Cost $96.57 Unrealized
L LOEWS CORP COM 0.0%
Value $136K Shares 1,275 Est. Cost $94.44 Unrealized +12.7%
ALB ALBEMARLE CORP COM 0.0%
Value $135K Shares 753 Est. Cost $58.33 Unrealized +193.6%
BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value $133K Shares 1,336 Est. Cost $99.39 Unrealized
UGI UGI CORP NEW COM 0.0%
Value $131K Shares 3,600 Est. Cost $34.40 Unrealized +11.1%
AGCO AGCO CORP COM 0.0%
Value $130K Shares 1,125 Est. Cost $109.75 Unrealized +10.4%
MPC MARATHON PETE CORP COM 0.0%
Value $128K Shares 525 Est. Cost $158.77 Unrealized +16.3%
IR INGERSOLL RAND INC COM 0.0%
Value $127K Shares 1,587 Est. Cost $71.94 Unrealized +25.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $124K Shares 947 Est. Cost $76.13 Unrealized +65.6%
FDX FEDEX CORP COM 0.0%
Value $124K Shares 348 Est. Cost $226.03 Unrealized +49.9%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $123K Shares 2,530 Est. Cost $56.79 Unrealized -9.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $123K Shares 1,060 Est. Cost $92.75 Unrealized +18.5%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $122K Shares 341 Est. Cost $311.63 Unrealized +31.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value $122K Shares 858 Est. Cost $122.99 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $120K Shares 1,291 Est. Cost $80.63 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value $119K Shares 1,287 Est. Cost $127.79 Unrealized -20.2%
NTR NUTRIEN LTD COM 0.0%
Value $117K Shares 1,545 Est. Cost $58.12 Unrealized +17.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $114K Shares 593 Est. Cost $174.36 Unrealized
AMT AMERICAN TOWER CORP COM 0.0%
Value $113K Shares 656 Est. Cost $195.10 Unrealized -10.4%
DOV DOVER CORP COM 0.0%
Value $112K Shares 537 Est. Cost $140.65 Unrealized +52.6%
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $111K Shares 1,946 Est. Cost $65.40 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value $107K Shares 10,400 Est. Cost $10.43 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $106K Shares 3,860 Est. Cost $10.98 Unrealized +157.3%
REET ISHARES GLOBAL REIT ETF 0.0%
Value $106K Shares 4,209 Est. Cost $22.97 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value $105K Shares 2,255 Est. Cost $54.45 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $105K Shares 773 Est. Cost $130.96 Unrealized -1.6%
INTU INTUIT COM 0.0%
Value $105K Shares 243 Est. Cost $481.51 Unrealized +3.3%
GOVI INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF 0.0%
Value $105K Shares 3,844 Est. Cost $29.17 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $105K Shares 327 Est. Cost $345.13 Unrealized +3.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $105K Shares 665 Est. Cost $126.72 Unrealized +30.2%
SH PROSHARES SHORT S&P500 0.0%
Value $104K Shares 2,750 Est. Cost $39.68 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $104K Shares 1,595 Est. Cost $59.89 Unrealized -24.1%
MCK MCKESSON CORP COM 0.0%
Value $101K Shares 117 Est. Cost $556.23 Unrealized +57.4%
TMUS T-MOBILE US INC COM 0.0%
Value $100K Shares 477 Est. Cost $159.44 Unrealized +25.6%
IDXX IDEXX LABS INC COM 0.0%
Value $99,455 Shares 177 Est. Cost $465.35 Unrealized +44.0%
MOG/B MOOG INC CL B 0.0%
Value $99,383 Shares 337 Est. Cost $171.33 Unrealized +76.5%
EBAY EBAY INC. COM 0.0%
Value $96,481 Shares 1,060 Est. Cost $62.40 Unrealized +43.1%
SNPS SYNOPSYS INC COM 0.0%
Value $95,948 Shares 242 Est. Cost $349.59 Unrealized +34.9%
OGE OGE ENERGY CORP COM 0.0%
Value $95,920 Shares 2,000 Est. Cost $44.37 Unrealized +0.2%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value $95,143 Shares 265 Est. Cost $286.91 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value $93,899 Shares 932 Est. Cost $76.17 Unrealized +22.8%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value $93,666 Shares 300 Est. Cost $205.53 Unrealized
UNM UNUM GROUP COM 0.0%
Value $93,259 Shares 1,277 Est. Cost $77.20 Unrealized -2.1%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $93,184 Shares 1,485 Est. Cost $54.80 Unrealized +56.6%
ENB ENBRIDGE INC COM 0.0%
Value $91,334 Shares 1,687 Est. Cost $41.45 Unrealized +17.2%
VPU VANGUARD UTILITIES ETF 0.0%
Value $91,144 Shares 460 Est. Cost $141.32 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value $90,960 Shares 969 Est. Cost $58.32 Unrealized +125.2%
RSG REPUBLIC SVCS INC COM 0.0%
Value $89,360 Shares 408 Est. Cost $162.44 Unrealized +33.3%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $88,493 Shares 1,125 Est. Cost $77.51 Unrealized -0.3%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $87,754 Shares 3,012 Est. Cost $31.23 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value $87,355 Shares 850 Est. Cost $112.00 Unrealized -8.8%
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value $86,303 Shares 943 Est. Cost $53.60 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value $85,880 Shares 1,238 Est. Cost $60.66 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value $84,519 Shares 1,670 Est. Cost $50.57 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $83,547 Shares 372 Est. Cost $194.45 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value $83,405 Shares 3,500 Est. Cost $25.51 Unrealized +14.4%
CIEN CIENA CORP COM NEW 0.0%
Value $82,693 Shares 213 Est. Cost $65.63 Unrealized +312.8%
C CITIGROUP INC COM NEW 0.0%
Value $82,676 Shares 729 Est. Cost $49.72 Unrealized +133.7%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $80,510 Shares 498 Est. Cost $118.06 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $79,751 Shares 173 Est. Cost $458.47 Unrealized +13.6%
TOST TOAST INC CL A 0.0%
Value $79,530 Shares 3,000 Est. Cost $19.24 Unrealized +61.2%
EXC EXELON CORP COM 0.0%
Value $79,510 Shares 1,622 Est. Cost $41.78 Unrealized +8.1%
CMBS ISHARES CMBS ETF 0.0%
Value $78,601 Shares 1,613 Est. Cost $47.46 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $77,864 Shares 943 Est. Cost $82.63 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value $77,796 Shares 900 Est. Cost $89.43 Unrealized +7.0%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value $77,550 Shares 15,000 Est. Cost $9.41 Unrealized -17.3%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value $77,396 Shares 3,345 Est. Cost $22.72 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value $76,914 Shares 451 Est. Cost $171.08 Unrealized +22.8%
NEU NEWMARKET CORP COM 0.0%
Value $76,914 Shares 120 Est. Cost $613.76 Unrealized +8.4%
FAST FASTENAL CO COM 0.0%
Value $76,096 Shares 1,640 Est. Cost $38.75 Unrealized +14.2%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $75,989 Shares 205 Est. Cost $370.68 Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value $75,163 Shares 678 Est. Cost $72.38 Unrealized
CGSD CAPITAL GROUP SHORT DURATION INCOME 0.0%
Value $74,791 Shares 2,900 Est. Cost $25.10 Unrealized
TXT TEXTRON INC COM 0.0%
Value $74,426 Shares 850 Est. Cost $68.08 Unrealized +38.1%
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.0%
Value $73,941 Shares 749 Est. Cost $102.96 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $73,087 Shares 284 Est. Cost $222.52 Unrealized
CTAS CINTAS CORP COM 0.0%
Value $73,068 Shares 432 Est. Cost $171.03 Unrealized +13.0%
UDR UDR INC COM 0.0%
Value $72,999 Shares 2,161 Est. Cost $42.30 Unrealized -13.3%
WAB WABTEC COM 0.0%
Value $72,974 Shares 292 Est. Cost $159.96 Unrealized +49.4%
JBL JABIL INC COM 0.0%
Value $71,720 Shares 270 Est. Cost $65.55 Unrealized +278.4%
SWX SOUTHWEST GAS HLDGS INC COM 0.0%
Value $70,650 Shares 813 Est. Cost $71.16 Unrealized +18.2%
WAT WATERS CORP COM 0.0%
Value $70,281 Shares 236 Est. Cost $367.10 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value $69,889 Shares 1,310 Est. Cost $62.15 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $69,750 Shares 3,614 Est. Cost $16.22 Unrealized
MSEX MIDDLESEX WTR CO COM 0.0%
Value $69,331 Shares 1,332 Est. Cost $59.20 Unrealized -10.8%
WMB WILLIAMS COS INC COM 0.0%
Value $68,340 Shares 939 Est. Cost $42.90 Unrealized +54.7%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value $68,123 Shares 1,235 Est. Cost $49.31 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $66,945 Shares 879 Est. Cost $65.21 Unrealized 0.0%
CLS CELESTICA INC COM 0.0%
Value $66,476 Shares 236 Est. Cost $106.30 Unrealized +183.1%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $66,088 Shares 148 Est. Cost $364.61 Unrealized +28.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $65,479 Shares 403 Est. Cost $144.83 Unrealized +36.5%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $64,525 Shares 302 Est. Cost $112.90 Unrealized +100.1%
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $63,638 Shares 1,289 Est. Cost $46.97 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $63,375 Shares 750 Est. Cost $81.73 Unrealized
ADTN ADTRAN HOLDINGS INC COM 0.0%
Value $62,900 Shares 5,000 Est. Cost $9.37 Unrealized +2.2%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value $61,853 Shares 3,615 Est. Cost $18.72 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value $61,821 Shares 1,281 Est. Cost $62.65 Unrealized -1.5%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value $61,252 Shares 324 Est. Cost $134.55 Unrealized +25.7%
TRGP TARGA RES CORP COM 0.0%
Value $59,423 Shares 237 Est. Cost $194.68 Unrealized +3.6%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value $58,734 Shares 1,212 Est. Cost $44.69 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value $58,722 Shares 1,064 Est. Cost $37.17 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value $58,552 Shares 1,245 Est. Cost $46.24 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $57,676 Shares 364 Est. Cost $108.33 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value $56,935 Shares 431 Est. Cost $100.51 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value $56,781 Shares 470 Est. Cost $81.24 Unrealized
CGUI CAPITAL GROUP ULTRA SHORT INCOME ETF 0.0%
Value $56,678 Shares 2,242 Est. Cost $25.13 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $56,554 Shares 238 Est. Cost $193.02 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value $56,197 Shares 3,550 Est. Cost $31.51 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $55,574 Shares 200 Est. Cost $254.13 Unrealized +19.4%
KMX CARMAX INC COM 0.0%
Value $55,343 Shares 1,331 Est. Cost $69.70 Unrealized -35.6%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $54,817 Shares 907 Est. Cost $61.92 Unrealized
AON AON PLC SHS CL A 0.0%
Value $53,904 Shares 167 Est. Cost $328.97 Unrealized +2.2%
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF 0.0%
Value $53,329 Shares 1,309 Est. Cost $43.15 Unrealized
NVBW ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF 0.0%
Value $53,253 Shares 1,600 Est. Cost $33.28 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $53,153 Shares 767 Est. Cost $93.14 Unrealized +2.8%
AOCT INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 2026 0.0%
Value $52,304 Shares 1,977 Est. Cost $26.57 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value $52,112 Shares 475 Est. Cost $106.97 Unrealized
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value $51,957 Shares 2,028 Est. Cost $25.37 Unrealized
COHR COHERENT CORP COM 0.0%
Value $51,930 Shares 218 Est. Cost $71.97 Unrealized +196.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $51,534 Shares 132 Est. Cost $388.02 Unrealized +11.1%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $50,593 Shares 257 Est. Cost $172.65 Unrealized +35.8%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value $49,503 Shares 725 Est. Cost $68.28 Unrealized
FGDL FRANKLIN RESPONSIBLY SOURCED GOLD ETF 0.0%
Value $49,239 Shares 792 Est. Cost $41.83 Unrealized
NUVEEN MASS QUALITY MUN INC COM 0.0%
Value $48,797 Shares 3,964 Est. Cost $11.76 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $48,439 Shares 71 Est. Cost $495.38 Unrealized +36.0%
TTMI TTM TECHNOLOGIES INC COM 0.0%
Value $48,418 Shares 497 Est. Cost $27.65 Unrealized +237.8%
GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value $48,162 Shares 645 Est. Cost $53.91 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $47,604 Shares 729 Est. Cost $65.34 Unrealized +20.0%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value $47,484 Shares 1,917 Est. Cost $20.40 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value $47,348 Shares 739 Est. Cost $56.13 Unrealized +11.0%
KLAC KLA CORP COM NEW 0.0%
Value $47,117 Shares 32 Est. Cost $718.72 Unrealized +103.4%
MSTR STRATEGY INC CL A NEW 0.0%
Value $46,675 Shares 374 Est. Cost $145.58 Unrealized +0.8%
TPR TAPESTRY INC COM 0.0%
Value $46,425 Shares 329 Est. Cost $101.02 Unrealized +38.2%
FIX COMFORT SYS USA INC COM 0.0%
Value $45,507 Shares 33 Est. Cost $316.07 Unrealized +278.4%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $45,349 Shares 486 Est. Cost $59.28 Unrealized +60.7%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value $45,297 Shares 1,012 Est. Cost $28.25 Unrealized +45.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value $44,872 Shares 1,813 Est. Cost $23.00 Unrealized
ADSK AUTODESK INC COM 0.0%
Value $44,768 Shares 187 Est. Cost $265.69 Unrealized -4.5%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $44,537 Shares 568 Est. Cost $78.41 Unrealized
ILCV ISHARES MORNINGSTAR VALUE ETF 0.0%
Value $44,521 Shares 478 Est. Cost $66.52 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $44,116 Shares 230 Est. Cost $151.83 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $43,949 Shares 833 Est. Cost $53.24 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value $43,586 Shares 277 Est. Cost $96.44 Unrealized +68.9%
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $43,173 Shares 70 Est. Cost $596.03 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value $43,109 Shares 447 Est. Cost $120.61 Unrealized -13.6%
TSHA TAYSHA GENE THERAPIES INC COM SHS 0.0%
Value $43,060 Shares 9,633 Est. Cost $2.47 Unrealized +92.8%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value $42,879 Shares 455 Est. Cost $83.39 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $42,454 Shares 490 Est. Cost $82.58 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $41,570 Shares 732 Est. Cost $41.92 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $41,024 Shares 907 Est. Cost $73.16 Unrealized -31.6%
CZNC CITIZENS & NORTHN CORP COM 0.0%
Value $40,838 Shares 1,828 Est. Cost $18.07 Unrealized +22.2%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value $40,310 Shares 1,000 Est. Cost $23.02 Unrealized +68.6%
COKE COCA COLA CONS INC COM 0.0%
Value $40,265 Shares 210 Est. Cost $119.99 Unrealized +32.7%
VSNT VERSANT MEDIA GROUP INC COM CL A 0.0%
Value $39,241 Shares 1,060 Est. Cost $32.14 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $38,816 Shares 534 Est. Cost $48.41 Unrealized +35.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $38,634 Shares 265 Est. Cost $110.48 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value $38,490 Shares 214 Est. Cost $154.33 Unrealized +0.5%
ATO ATMOS ENERGY CORP COM 0.0%
Value $38,422 Shares 208 Est. Cost $131.62 Unrealized +30.3%
MKL MARKEL GROUP INC COM 0.0%
Value $38,281 Shares 20 Est. Cost $1768.03 Unrealized +17.5%
USO UNITED STATES OIL FUND LP 0.0%
Value $38,175 Shares 300 Est. Cost $69.92 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $37,738 Shares 849 Est. Cost $51.45 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value $37,081 Shares 336 Est. Cost $109.18 Unrealized
JUNW ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF 0.0%
Value $36,352 Shares 1,090 Est. Cost $33.35 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value $36,309 Shares 21 Est. Cost $2046.00 Unrealized +1.0%
DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF 0.0%
Value $35,983 Shares 1,077 Est. Cost $33.41 Unrealized
AMCR AMCOR PLC COM NEW 0.0%
Value $35,775 Shares 900 Est. Cost $45.83 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value $35,699 Shares 302 Est. Cost $134.71 Unrealized -6.5%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $35,448 Shares 311 Est. Cost $132.48 Unrealized +1.7%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $35,273 Shares 116 Est. Cost $272.20 Unrealized +12.1%
OLN OLIN CORP COM PAR $1 0.0%
Value $35,260 Shares 1,186 Est. Cost $47.39 Unrealized -50.1%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $34,995 Shares 375 Est. Cost $82.63 Unrealized +14.7%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value $34,819 Shares 490 Est. Cost $72.58 Unrealized +16.4%
FTV FORTIVE CORP COM 0.0%
Value $34,495 Shares 624 Est. Cost $46.33 Unrealized +21.3%
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 0.0%
Value $34,476 Shares 685 Est. Cost $50.37 Unrealized
MAYW ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF 0.0%
Value $34,402 Shares 1,018 Est. Cost $33.79 Unrealized
ADBE ADOBE INC COM 0.0%
Value $33,545 Shares 138 Est. Cost $363.48 Unrealized -20.3%
JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF 0.0%
Value $33,456 Shares 862 Est. Cost $38.81 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $33,320 Shares 118 Est. Cost $143.73 Unrealized +58.8%
AZN ASTRAZENECA PLC ORD 0.0%
Value $32,936 Shares 167 Est. Cost $190.39 Unrealized 0.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $32,821 Shares 811 Est. Cost $40.24 Unrealized +16.0%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value $32,820 Shares 413 Est. Cost $80.06 Unrealized
AME AMETEK INC COM 0.0%
Value $32,797 Shares 153 Est. Cost $172.54 Unrealized +29.4%
SON SONOCO PRODS CO COM 0.0%
Value $32,454 Shares 600 Est. Cost $43.42 Unrealized +15.9%
F FORD MTR CO COM 0.0%
Value $32,104 Shares 2,782 Est. Cost $10.22 Unrealized +34.4%
CMS CMS ENERGY CORP COM 0.0%
Value $32,041 Shares 413 Est. Cost $61.36 Unrealized +17.6%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value $31,830 Shares 3,000 Est. Cost $10.40 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value $31,090 Shares 126 Est. Cost $107.19 Unrealized +77.3%
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value $30,900 Shares 3,000 Est. Cost $9.89 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $30,870 Shares 150 Est. Cost $152.48 Unrealized
CMRE COSTAMARE INC SHS 0.0%
Value $30,640 Shares 1,813 Est. Cost $13.82 Unrealized +18.6%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $30,120 Shares 1,265 Est. Cost $14.76 Unrealized +49.5%
XYL XYLEM INC COM 0.0%
Value $30,114 Shares 252 Est. Cost $118.49 Unrealized +15.2%
SPUU DIREXION DAILY S&P 500 BULL 2X ETF 0.0%
Value $29,763 Shares 180 Est. Cost $148.02 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $28,992 Shares 640 Est. Cost $53.08 Unrealized -0.7%
TW TRADEWEB MKTS INC CL A 0.0%
Value $28,356 Shares 241 Est. Cost $89.28 Unrealized +22.4%
O REALTY INCOME CORP COM 0.0%
Value $28,077 Shares 459 Est. Cost $54.14 Unrealized +5.9%
MORGAN STANLEY CHINA A SH FD COM 0.0%
Value $28,000 Shares 1,600 Est. Cost $12.71 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $27,914 Shares 356 Est. Cost $58.98 Unrealized
SXI STANDEX INTL CORP COM 0.0%
Value $27,525 Shares 108 Est. Cost $149.94 Unrealized +64.8%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $27,518 Shares 100 Est. Cost $308.86 Unrealized 0.0%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value $27,245 Shares 294 Est. Cost $67.44 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value $27,181 Shares 288 Est. Cost $75.48 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $27,054 Shares 233 Est. Cost $81.75 Unrealized
WSO WATSCO INC COM 0.0%
Value $26,193 Shares 72 Est. Cost $482.95 Unrealized -18.8%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $26,061 Shares 234 Est. Cost $100.15 Unrealized
DOW DOW HLDGS INC COM 0.0%
Value $25,698 Shares 617 Est. Cost $39.34 Unrealized -26.2%
TDC TERADATA CORP DEL COM 0.0%
Value $25,630 Shares 1,000 Est. Cost $28.79 Unrealized +5.1%
CASY CASEYS GEN STORES INC COM 0.0%
Value $25,475 Shares 35 Est. Cost $351.83 Unrealized +79.4%
EA ELECTRONIC ARTS INC COM 0.0%
Value $25,280 Shares 124 Est. Cost $194.96 Unrealized +3.9%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value $24,995 Shares 500 Est. Cost $49.64 Unrealized
JPIE JPMORGAN INCOME ETF 0.0%
Value $24,647 Shares 535 Est. Cost $46.07 Unrealized
MPV BARINGS PARTN INVS SH BEN INT 0.0%
Value $24,485 Shares 1,429 Est. Cost $19.97 Unrealized
CBU COMMUNITY FINANCIAL SYSTEM INC COM 0.0%
Value $24,457 Shares 417 Est. Cost $44.65 Unrealized +41.3%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value $24,398 Shares 351 Est. Cost $54.02 Unrealized
CPNG COUPANG INC CL A 0.0%
Value $24,355 Shares 1,290 Est. Cost $19.86 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.0%
Value $24,338 Shares 21 Est. Cost $802.78 Unrealized +69.6%
HPQ HP INC COM 0.0%
Value $24,301 Shares 1,265 Est. Cost $28.13 Unrealized -29.7%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $24,206 Shares 175 Est. Cost $138.32 Unrealized
LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF 0.0%
Value $24,064 Shares 320 Est. Cost $79.31 Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value $23,106 Shares 2,091 Est. Cost $9.41 Unrealized +11.0%
OIS OIL STS INTL INC COM 0.0%
Value $23,047 Shares 1,980 Est. Cost $6.42 Unrealized +42.4%
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value $22,974 Shares 171 Est. Cost $159.03 Unrealized -2.2%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $22,757 Shares 157 Est. Cost $128.84 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value $22,171 Shares 486 Est. Cost $45.62 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value $22,105 Shares 308 Est. Cost $71.20 Unrealized +57.1%
OMC OMNICOM GROUP INC COM 0.0%
Value $21,991 Shares 292 Est. Cost $94.87 Unrealized -19.3%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $21,536 Shares 239 Est. Cost $73.27 Unrealized +26.5%
ITT ITT INC COM 0.0%
Value $21,530 Shares 113 Est. Cost $142.42 Unrealized +33.7%
CAG CONAGRA BRANDS INC COM 0.0%
Value $21,426 Shares 1,363 Est. Cost $25.67 Unrealized -29.8%
ALAB ASTERA LABS INC COM 0.0%
Value $21,372 Shares 195 Est. Cost $157.63 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value $21,257 Shares 503 Est. Cost $76.08 Unrealized -40.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $21,170 Shares 118 Est. Cost $136.44 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value $21,009 Shares 282 Est. Cost $41.42 Unrealized +98.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $21,002 Shares 216 Est. Cost $91.97 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value $20,665 Shares 3,008 Est. Cost $5.38 Unrealized +74.5%
AZO AUTOZONE INC COM 0.0%
Value $20,267 Shares 6 Est. Cost $3777.86 Unrealized -4.0%
BKH BLACK HILLS CORP COM 0.0%
Value $19,851 Shares 286 Est. Cost $56.47 Unrealized +27.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $19,847 Shares 215 Est. Cost $97.70 Unrealized -2.8%
DASH DOORDASH INC CL A 0.0%
Value $19,219 Shares 128 Est. Cost $234.56 Unrealized -16.2%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $19,204 Shares 227 Est. Cost $81.25 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.0%
Value $19,142 Shares 356 Est. Cost $53.77 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $18,800 Shares 21 Est. Cost $837.78 Unrealized +14.3%
SEPW ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF 0.0%
Value $18,764 Shares 594 Est. Cost $31.59 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $18,581 Shares 372 Est. Cost $50.35 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value $17,918 Shares 83 Est. Cost $356.50 Unrealized -40.0%
AUGW ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF 0.0%
Value $17,779 Shares 553 Est. Cost $32.15 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $17,606 Shares 550 Est. Cost $42.80 Unrealized -9.3%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value $17,573 Shares 234 Est. Cost $72.87 Unrealized
PBJA PGIM S&P 500 BUFFER 20 ETF - JANUARY 0.0%
Value $17,526 Shares 576 Est. Cost $30.43 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value $17,453 Shares 16 Est. Cost $968.92 Unrealized +13.0%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $17,145 Shares 61 Est. Cost $175.11 Unrealized +55.3%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value $16,936 Shares 140 Est. Cost $100.26 Unrealized
FTMA FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF 0.0%
Value $16,936 Shares 1,889 Est. Cost $8.97 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value $16,792 Shares 234 Est. Cost $56.88 Unrealized +18.8%
RYN RAYONIER INC COM 0.0%
Value $16,702 Shares 810 Est. Cost $29.86 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $16,644 Shares 192 Est. Cost $86.69 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $16,538 Shares 156 Est. Cost $104.07 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value $16,446 Shares 468 Est. Cost $27.11 Unrealized +4.5%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $16,406 Shares 75 Est. Cost $218.75 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value $16,406 Shares 897 Est. Cost $13.48 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $16,357 Shares 220 Est. Cost $65.02 Unrealized
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.0%
Value $16,288 Shares 250 Est. Cost $59.39 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value $16,234 Shares 148 Est. Cost $109.69 Unrealized
FNF FIDELITY NATL FINL INC COM SHS 0.0%
Value $16,047 Shares 346 Est. Cost $56.05 Unrealized -2.7%
EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG ETF 0.0%
Value $15,828 Shares 160 Est. Cost $60.22 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value $15,746 Shares 77 Est. Cost $89.52 Unrealized +126.7%
LITE LUMENTUM HLDGS INC COM 0.0%
Value $15,461 Shares 22 Est. Cost $52.55 Unrealized +788.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $15,425 Shares 71 Est. Cost $208.53 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value $15,394 Shares 434 Est. Cost $31.19 Unrealized +25.9%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value $15,288 Shares 700 Est. Cost $21.33 Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value $15,264 Shares 363 Est. Cost $38.59 Unrealized +8.3%
AVA AVISTA CORP COM 0.0%
Value $15,173 Shares 378 Est. Cost $32.90 Unrealized +24.1%
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value $15,132 Shares 639 Est. Cost $25.29 Unrealized
W WAYFAIR INC CL A 0.0%
Value $15,042 Shares 200 Est. Cost $70.54 Unrealized +40.9%
CCK CROWN HLDGS INC COM 0.0%
Value $15,038 Shares 150 Est. Cost $76.94 Unrealized +40.5%
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value $15,028 Shares 157 Est. Cost $96.80 Unrealized
LGND LIGAND PHARMACEUTICALS INC COM NEW 0.0%
Value $14,974 Shares 75 Est. Cost $75.03 Unrealized +157.4%
APA APA CORPORATION COM 0.0%
Value $14,854 Shares 350 Est. Cost $22.30 Unrealized +18.5%
RBRK RUBRIK INC. CL A 0.0%
Value $14,691 Shares 300 Est. Cost $79.05 Unrealized -23.3%
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value $14,673 Shares 101 Est. Cost $134.54 Unrealized
PBFB PGIM S&P 500 BUFFER 20 ETF - FEBRUARY 0.0%
Value $14,570 Shares 485 Est. Cost $30.04 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value $14,492 Shares 175 Est. Cost $129.00 Unrealized
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value $14,465 Shares 550 Est. Cost $26.58 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value $14,423 Shares 750 Est. Cost $17.50 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value $14,368 Shares 282 Est. Cost $50.82 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value $14,270 Shares 366 Est. Cost $30.23 Unrealized +10.9%
CSMD CONGRESS SMID GROWTH ETF 0.0%
Value $14,127 Shares 460 Est. Cost $30.71 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value $13,932 Shares 450 Est. Cost $29.64 Unrealized
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value $13,920 Shares 750 Est. Cost $11.08 Unrealized +67.5%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $13,915 Shares 23 Est. Cost $425.91 Unrealized +44.2%
BCE BCE INC COM NEW 0.0%
Value $13,857 Shares 549 Est. Cost $35.41 Unrealized -29.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $13,837 Shares 108 Est. Cost $114.14 Unrealized
CWST CASELLA WASTE SYS INC CL A 0.0%
Value $13,646 Shares 172 Est. Cost $89.23 Unrealized +14.0%
BITO PROSHARES BITCOIN ETF 0.0%
Value $13,611 Shares 1,462 Est. Cost $20.86 Unrealized
NEM NEWMONT CORP COM 0.0%
Value $13,531 Shares 125 Est. Cost $47.32 Unrealized +149.6%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value $13,494 Shares 290 Est. Cost $34.50 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $13,473 Shares 225 Est. Cost $52.87 Unrealized +20.8%
GPC GENUINE PARTS CO COM 0.0%
Value $13,219 Shares 125 Est. Cost $123.66 Unrealized +8.0%
WRB BERKLEY W R CORP COM 0.0%
Value $13,190 Shares 199 Est. Cost $51.96 Unrealized +33.6%
KEY KEYCORP COM 0.0%
Value $13,053 Shares 651 Est. Cost $14.79 Unrealized +46.6%
BRO BROWN & BROWN INC COM 0.0%
Value $13,042 Shares 200 Est. Cost $107.77 Unrealized -31.2%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $12,790 Shares 385 Est. Cost $28.50 Unrealized
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $12,680 Shares 179 Est. Cost $65.57 Unrealized
SRE SEMPRA COM 0.0%
Value $12,632 Shares 130 Est. Cost $74.61 Unrealized +20.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $12,489 Shares 38 Est. Cost $260.00 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value $12,470 Shares 49 Est. Cost $124.84 Unrealized +116.3%
AKRE AKRE FOCUS ETF 0.0%
Value $12,314 Shares 233 Est. Cost $52.85 Unrealized
AEE AMEREN CORP COM 0.0%
Value $12,311 Shares 112 Est. Cost $83.45 Unrealized +25.4%
TTE TOTALENERGIES SE ACT 0.0%
Value $12,282 Shares 135 Est. Cost $71.53 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value $12,205 Shares 97 Est. Cost $91.39 Unrealized +33.4%
VDE VANGUARD ENERGY ETF 0.0%
Value $12,113 Shares 70 Est. Cost $121.29 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value $12,112 Shares 186 Est. Cost $97.08 Unrealized -40.1%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $12,065 Shares 61 Est. Cost $188.88 Unrealized -15.4%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value $11,883 Shares 277 Est. Cost $38.36 Unrealized
HUBB HUBBELL INC COM 0.0%
Value $11,778 Shares 24 Est. Cost $383.93 Unrealized +29.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $11,612 Shares 145 Est. Cost $82.07 Unrealized -0.1%
QRVO QORVO INC COM 0.0%
Value $11,610 Shares 150 Est. Cost $95.99 Unrealized -14.4%
NXE NEXGEN ENERGY LTD COM 0.0%
Value $11,600 Shares 1,000 Est. Cost $7.59 Unrealized +56.6%
VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 0.0%
Value $11,499 Shares 152 Est. Cost $75.43 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value $11,449 Shares 137 Est. Cost $83.57 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value $11,401 Shares 248 Est. Cost $42.69 Unrealized +19.8%
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value $10,935 Shares 728 Est. Cost $10.55 Unrealized
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value $10,895 Shares 250 Est. Cost $22.59 Unrealized +74.7%
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value $10,791 Shares 432 Est. Cost $25.18 Unrealized
SERV SERVE ROBOTICS INC COM 0.0%
Value $10,761 Shares 1,275 Est. Cost $11.69 Unrealized 0.0%
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value $10,746 Shares 265 Est. Cost $40.55 Unrealized
VTRS VIATRIS INC COM 0.0%
Value $10,653 Shares 789 Est. Cost $9.14 Unrealized +54.1%
CRH CRH PLC ORD 0.0%
Value $10,512 Shares 100 Est. Cost $81.39 Unrealized +52.8%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $10,352 Shares 27 Est. Cost $278.89 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value $10,216 Shares 187 Est. Cost $16.52 Unrealized +253.5%
MU MICRON TECHNOLOGY INC COM 0.0%
Value $10,135 Shares 30 Est. Cost $77.72 Unrealized +398.0%
MAT MATTEL INC COM 0.0%
Value $10,113 Shares 696 Est. Cost $17.80 Unrealized +11.6%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value $10,072 Shares 100 Est. Cost $109.98 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value $9,968 Shares 450 Est. Cost $20.71 Unrealized
DOUBLELINE YIELD OPPORTUNITIES COM 0.0%
Value $9,466 Shares 680 Est. Cost $15.83 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value $9,462 Shares 100 Est. Cost $69.86 Unrealized +40.9%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $9,449 Shares 41 Est. Cost $199.00 Unrealized +13.8%
SNX TD SYNNEX CORPORATION COM 0.0%
Value $9,448 Shares 56 Est. Cost $119.31 Unrealized +32.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value $9,409 Shares 18 Est. Cost $406.48 Unrealized +64.8%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value $9,315 Shares 650 Est. Cost $10.14 Unrealized +10.2%
KMI KINDER MORGAN INC DEL COM 0.0%
Value $9,233 Shares 275 Est. Cost $24.20 Unrealized +22.9%
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value $9,219 Shares 2,334 Est. Cost $2.77 Unrealized +89.3%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value $9,206 Shares 850 Est. Cost $12.57 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $9,167 Shares 64 Est. Cost $113.98 Unrealized +37.6%
MSCI MSCI INC COM 0.0%
Value $9,163 Shares 17 Est. Cost $542.68 Unrealized +4.9%
GL GLOBE LIFE INC COM 0.0%
Value $9,046 Shares 65 Est. Cost $81.70 Unrealized +73.5%
FLEX FLEXTRONICS INTL LTD ORD 0.0%
Value $9,033 Shares 138 Est. Cost $19.09 Unrealized +235.1%
VAW VANGUARD MATERIALS ETF 0.0%
Value $9,014 Shares 40 Est. Cost $181.97 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $8,931 Shares 44 Est. Cost $51.06 Unrealized +303.5%
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value $8,839 Shares 190 Est. Cost $47.47 Unrealized
HSY HERSHEY CO COM 0.0%
Value $8,731 Shares 42 Est. Cost $173.92 Unrealized +17.7%
DTE DTE ENERGY CO COM 0.0%
Value $8,627 Shares 59 Est. Cost $101.47 Unrealized +34.8%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $8,561 Shares 21 Est. Cost $366.06 Unrealized
NUVEEN S&P 500 DYNAMIC OVERWRI COM 0.0%
Value $8,549 Shares 532 Est. Cost $17.25 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $8,541 Shares 72 Est. Cost $160.56 Unrealized -15.0%
IAC IAC INC COM NEW 0.0%
Value $8,406 Shares 210 Est. Cost $37.69 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $8,243 Shares 17 Est. Cost $648.71 Unrealized -23.3%
ABNB AIRBNB INC COM CL A 0.0%
Value $8,208 Shares 65 Est. Cost $119.87 Unrealized +7.9%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $8,035 Shares 41 Est. Cost $145.01 Unrealized +31.4%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value $7,991 Shares 60 Est. Cost $119.62 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.0%
Value $7,990 Shares 100 Est. Cost $83.44 Unrealized
LAMR LAMAR ADVERTISING CO CL A 0.0%
Value $7,980 Shares 63 Est. Cost $115.07 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $7,857 Shares 45 Est. Cost $317.32 Unrealized -36.8%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $7,856 Shares 410 Est. Cost $14.42 Unrealized +25.9%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $7,841 Shares 82 Est. Cost $95.62 Unrealized
RAL RALLIANT CORP COM 0.0%
Value $7,611 Shares 183 Est. Cost $49.13 Unrealized +0.1%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $7,514 Shares 200 Est. Cost $34.79 Unrealized +36.1%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value $7,509 Shares 100 Est. Cost $86.37 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $7,500 Shares 50 Est. Cost $183.35 Unrealized -14.9%
DXCM DEXCOM INC COM 0.0%
Value $7,473 Shares 119 Est. Cost $79.95 Unrealized -11.3%
NTNX NUTANIX INC CL A 0.0%
Value $7,412 Shares 195 Est. Cost $43.66 Unrealized 0.0%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $7,254 Shares 24 Est. Cost $297.63 Unrealized
GROY GOLD ROYALTY CORP COMMON SHARES 0.0%
Value $7,160 Shares 2,000 Est. Cost $3.09 Unrealized +46.5%
III INFORMATION SVCS GROUP INC COM 0.0%
Value $7,142 Shares 1,860 Est. Cost $4.90 Unrealized +9.6%
CSGP COSTAR GROUP INC COM 0.0%
Value $7,100 Shares 176 Est. Cost $70.84 Unrealized -19.7%
GRMN GARMIN LTD SHS 0.0%
Value $6,960 Shares 30 Est. Cost $212.87 Unrealized +0.8%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value $6,830 Shares 2,339 Est. Cost $2.47 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value $6,814 Shares 100 Est. Cost $68.14 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value $6,793 Shares 17 Est. Cost $243.81 Unrealized +84.0%
KIM KIMCO REALTY CORP COM 0.0%
Value $6,741 Shares 300 Est. Cost $20.69 Unrealized -3.1%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $6,720 Shares 28 Est. Cost $215.64 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS 0.0%
Value $6,689 Shares 99 Est. Cost $62.10 Unrealized +28.8%
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value $6,518 Shares 436 Est. Cost $16.81 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value $6,455 Shares 73 Est. Cost $97.47 Unrealized +0.0%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value $6,438 Shares 60 Est. Cost $91.82 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $6,286 Shares 259 Est. Cost $24.34 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $6,286 Shares 65 Est. Cost $96.71 Unrealized
VIRTUS ARTIFICIAL INTELLIGENCE COM 0.0%
Value $5,888 Shares 275 Est. Cost $24.66 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value $5,830 Shares 41 Est. Cost $142.20 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value $5,790 Shares 1,000 Est. Cost $5.90 Unrealized +8.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value $5,706 Shares 93 Est. Cost $59.34 Unrealized +29.4%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.0%
Value $5,702 Shares 98 Est. Cost $46.94 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $5,642 Shares 13 Est. Cost $456.33 Unrealized -8.9%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value $5,627 Shares 49 Est. Cost $101.50 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value $5,602 Shares 49 Est. Cost $103.01 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value $5,516 Shares 551 Est. Cost $8.82 Unrealized
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value $5,512 Shares 27 Est. Cost $142.18 Unrealized +46.1%
BIIB BIOGEN INC COM 0.0%
Value $5,500 Shares 30 Est. Cost $124.60 Unrealized +47.1%
FE FIRSTENERGY CORP COM 0.0%
Value $5,370 Shares 106 Est. Cost $38.93 Unrealized +20.9%
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value $5,350 Shares 229 Est. Cost $23.84 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value $5,270 Shares 114 Est. Cost $46.23 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value $5,180 Shares 30 Est. Cost $188.93 Unrealized +0.1%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $5,134 Shares 248 Est. Cost $23.33 Unrealized
DIOD DIODES INC COM 0.0%
Value $5,120 Shares 75 Est. Cost $76.64 Unrealized -20.4%
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.0%
Value $5,041 Shares 48 Est. Cost $109.13 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value $4,996 Shares 62 Est. Cost $80.58 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $4,978 Shares 166 Est. Cost $41.87 Unrealized
CLSK CLEANSPARK INC COM NEW 0.0%
Value $4,978 Shares 585 Est. Cost $13.90 Unrealized -18.5%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $4,838 Shares 62 Est. Cost $144.22 Unrealized -39.7%
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 0.0%
Value $4,830 Shares 74 Est. Cost $60.41 Unrealized
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A 0.0%
Value $4,788 Shares 250 Est. Cost $17.41 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $4,766 Shares 89 Est. Cost $85.32 Unrealized -29.7%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $4,719 Shares 587 Est. Cost $4.26 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value $4,649 Shares 22 Est. Cost $153.58 Unrealized +40.2%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $4,618 Shares 352 Est. Cost $27.74 Unrealized -25.9%
CVY INVESCO ZACKS MULTI-ASSET INCOME ETF 0.0%
Value $4,533 Shares 167 Est. Cost $25.71 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value $4,496 Shares 51 Est. Cost $87.13 Unrealized
STAG STAG INDUSTRIAL INC COM 0.0%
Value $4,428 Shares 123 Est. Cost $36.26 Unrealized
BWA BORGWARNER INC COM 0.0%
Value $4,395 Shares 81 Est. Cost $43.69 Unrealized +19.7%
CALAMOS CONV & HIGH INCOME FD COM SHS 0.0%
Value $4,302 Shares 395 Est. Cost $11.23 Unrealized
NPO ENPRO INC COM 0.0%
Value $4,261 Shares 17 Est. Cost $170.96 Unrealized +46.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $4,259 Shares 711 Est. Cost $12.14 Unrealized -32.3%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value $4,101 Shares 29 Est. Cost $119.31 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value $4,007 Shares 72 Est. Cost $59.45 Unrealized +13.4%
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS 0.0%
Value $3,988 Shares 235 Est. Cost $16.33 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value $3,918 Shares 52 Est. Cost $77.91 Unrealized +3.3%
EATON VANCE ENHANCED EQUITY COM 0.0%
Value $3,756 Shares 200 Est. Cost $21.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS 0.0%
Value $3,740 Shares 200 Est. Cost $24.08 Unrealized -5.1%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value $3,738 Shares 103 Est. Cost $31.84 Unrealized
WY WEYERHAEUSER CO COM NEW 0.0%
Value $3,665 Shares 150 Est. Cost $28.32 Unrealized -16.0%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value $3,580 Shares 134 Est. Cost $1.69 Unrealized
LIBERTY ALL-STAR GROWTH FD INC COM 0.0%
Value $3,563 Shares 750 Est. Cost $5.65 Unrealized
PII POLARIS INC COM 0.0%
Value $3,543 Shares 65 Est. Cost $66.38 Unrealized +1.7%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value $3,525 Shares 38 Est. Cost $89.63 Unrealized
BLD TOPBUILD COR COM 0.0%
Value $3,513 Shares 10 Est. Cost $345.83 Unrealized +42.2%
KHC KRAFT HEINZ CO COM 0.0%
Value $3,486 Shares 155 Est. Cost $26.49 Unrealized -9.7%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $3,472 Shares 69 Est. Cost $31.24 Unrealized +28.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $3,447 Shares 19 Est. Cost $150.53 Unrealized
VREX VAREX IMAGING CORP COM 0.0%
Value $3,395 Shares 320 Est. Cost $8.16 Unrealized +66.9%
WDAY WORKDAY INC CL A 0.0%
Value $3,378 Shares 26 Est. Cost $227.21 Unrealized -24.0%
OC OWENS CORNING NEW COM 0.0%
Value $3,355 Shares 31 Est. Cost $166.37 Unrealized -24.4%
TG TREDEGAR CORP COM 0.0%
Value $3,299 Shares 415 Est. Cost $8.07 Unrealized +4.8%
SAM BOSTON BEER INC CL A 0.0%
Value $3,226 Shares 14 Est. Cost $230.18 Unrealized -3.3%
KR KROGER CO COM 0.0%
Value $3,184 Shares 44 Est. Cost $69.08 Unrealized -6.5%
VYX NCR VOYIX CORPORATION COM 0.0%
Value $3,165 Shares 500 Est. Cost $14.04 Unrealized -29.0%
MAIN MAIN STR CAP CORP COM 0.0%
Value $3,105 Shares 59 Est. Cost $55.60 Unrealized +10.6%
XAI OCTAGN FLT RAT & ALT INM T COM SHS BENF INT 0.0%
Value $3,092 Shares 180 Est. Cost $17.18 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A 0.0%
Value $3,025 Shares 500 Est. Cost $4.73 Unrealized +28.7%
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value $2,946 Shares 19 Est. Cost $155.05 Unrealized
STE STERIS PLC SHS USD 0.0%
Value $2,875 Shares 13 Est. Cost $221.46 Unrealized +15.3%
OEF ISHARES S&P 100 ETF 0.0%
Value $2,863 Shares 9 Est. Cost $264.33 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value $2,846 Shares 15 Est. Cost $286.33 Unrealized -28.8%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $2,805 Shares 34 Est. Cost $70.97 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $2,801 Shares 62 Est. Cost $45.18 Unrealized
CENTRAL SECS CORP COM 0.0%
Value $2,776 Shares 56 Est. Cost $48.25 Unrealized
CALY CALLAWAY GOLF CO COM 0.0%
Value $2,776 Shares 200 Est. Cost $6.88 Unrealized +107.5%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value $2,756 Shares 59 Est. Cost $43.70 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value $2,745 Shares 5 Est. Cost $439.27 Unrealized +10.7%
ARKX ARK SPACE & DEFENSE INNOVATION ETF 0.0%
Value $2,730 Shares 93 Est. Cost $29.35 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value $2,657 Shares 48 Est. Cost $56.69 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value $2,628 Shares 24 Est. Cost $107.15 Unrealized +19.9%
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value $2,588 Shares 100 Est. Cost $11.70 Unrealized +165.2%
AI C3 AI INC CL A 0.0%
Value $2,526 Shares 300 Est. Cost $26.51 Unrealized -54.5%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value $2,474 Shares 100 Est. Cost $17.47 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $2,456 Shares 20 Est. Cost $128.01 Unrealized +5.5%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $2,449 Shares 93 Est. Cost $31.50 Unrealized -10.1%
B BARRICK MNG CORP COM SHS 0.0%
Value $2,447 Shares 60 Est. Cost $37.42 Unrealized +29.1%
CARS CARS COM INC COM 0.0%
Value $2,436 Shares 300 Est. Cost $11.01 Unrealized +4.8%
HXL HEXCEL CORP NEW COM 0.0%
Value $2,428 Shares 30 Est. Cost $71.11 Unrealized +18.7%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value $2,400 Shares 14 Est. Cost $262.44 Unrealized -33.4%
FLO FLOWERS FOODS INC COM 0.0%
Value $2,339 Shares 287 Est. Cost $23.09 Unrealized -53.1%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value $2,308 Shares 100 Est. Cost $21.52 Unrealized -2.7%
AVNS AVANOS MED INC COM 0.0%
Value $2,270 Shares 162 Est. Cost $11.60 Unrealized +15.2%
TTEK TETRA TECH INC NEW COM 0.0%
Value $2,259 Shares 75 Est. Cost $40.72 Unrealized -9.4%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $2,187 Shares 2 Est. Cost $632.44 Unrealized +74.7%
NXT NEXTPOWER INC CLASS A COM 0.0%
Value $2,170 Shares 18 Est. Cost $53.20 Unrealized +104.5%
LAR LITHIUM ARGENTINA AG COM SHS 0.0%
Value $2,164 Shares 324 Est. Cost $1.99 Unrealized +270.3%
PLD PROLOGIS INC. COM 0.0%
Value $2,115 Shares 16 Est. Cost $105.57 Unrealized +22.2%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $2,011 Shares 34 Est. Cost $68.08 Unrealized -8.9%
THO THOR INDS INC COM 0.0%
Value $1,997 Shares 25 Est. Cost $77.74 Unrealized +45.5%
WEN WENDYS CO COM 0.0%
Value $1,981 Shares 285 Est. Cost $13.99 Unrealized -42.6%
CXT CRANE NXT CO COM 0.0%
Value $1,948 Shares 48 Est. Cost $49.36 Unrealized +4.2%
BAR GRANITESHARES GOLD SHARES 0.0%
Value $1,891 Shares 41 Est. Cost $46.12 Unrealized
SAP SAP SE SPON ADR 0.0%
Value $1,883 Shares 11 Est. Cost $267.18 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $1,868 Shares 7 Est. Cost $199.50 Unrealized +35.9%
NUVEEN CORE EQUITY ALPHA FD COM 0.0%
Value $1,848 Shares 125 Est. Cost $12.76 Unrealized
KODK EASTMAN KODAK CO COM NEW 0.0%
Value $1,810 Shares 200 Est. Cost $6.01 Unrealized +26.7%
UBS UBS GROUP AG SHS 0.0%
Value $1,797 Shares 46 Est. Cost $38.84 Unrealized +17.3%
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 0.0%
Value $1,797 Shares 91 Est. Cost $16.74 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value $1,782 Shares 158 Est. Cost $10.48 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $1,766 Shares 3 Est. Cost $661.01 Unrealized 0.0%
FMC FMC CORP COM NEW 0.0%
Value $1,722 Shares 100 Est. Cost $108.32 Unrealized -86.0%
TDAY USA TODAY CO INC COM 0.0%
Value $1,720 Shares 244 Est. Cost $3.35 Unrealized +76.4%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value $1,664 Shares 8 Est. Cost $208.00 Unrealized
CCJ CAMECO CORP COM 0.0%
Value $1,629 Shares 15 Est. Cost $103.99 Unrealized +11.8%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value $1,578 Shares 137 Est. Cost $29.93 Unrealized
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $1,551 Shares 172 Est. Cost $14.51 Unrealized -21.7%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value $1,548 Shares 25 Est. Cost $97.14 Unrealized -34.0%
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value $1,513 Shares 162 Est. Cost $11.02 Unrealized -19.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $1,504 Shares 6 Est. Cost $384.28 Unrealized -34.4%
RACE FERRARI N V COM 0.0%
Value $1,354 Shares 4 Est. Cost $449.66 Unrealized -20.7%
CHWY CHEWY INC CL A 0.0%
Value $1,350 Shares 50 Est. Cost $39.57 Unrealized -26.0%
MMS MAXIMUS INC COM 0.0%
Value $1,346 Shares 21 Est. Cost $81.40 Unrealized +6.9%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $1,343 Shares 62 Est. Cost $19.26 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value $1,319 Shares 19 Est. Cost $61.22 Unrealized +32.2%
ICLR ICON PLC SHS 0.0%
Value $1,217 Shares 11 Est. Cost $252.02 Unrealized -38.0%
BBWI BATH & BODY WORKS INC COM 0.0%
Value $1,214 Shares 65 Est. Cost $33.87 Unrealized -33.8%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $1,204 Shares 16 Est. Cost $76.34 Unrealized 0.0%
MTW MANITOWOC CO INC COM NEW 0.0%
Value $1,165 Shares 100 Est. Cost $9.81 Unrealized +41.2%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $1,163 Shares 18 Est. Cost $66.35 Unrealized +14.2%
LEN LENNAR CORP CL A 0.0%
Value $1,129 Shares 13 Est. Cost $114.46 Unrealized 0.0%
BIO BIO RAD LABS INC CL A 0.0%
Value $1,115 Shares 4 Est. Cost $311.96 Unrealized -4.2%
TXG 10X GENOMICS INC CL A COM 0.0%
Value $1,104 Shares 52 Est. Cost $20.67 Unrealized -4.0%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value $1,097 Shares 8 Est. Cost $140.06 Unrealized 0.0%
STLA STELLANTIS N.V SHS 0.0%
Value $1,064 Shares 150 Est. Cost $10.67 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $1,063 Shares 153 Est. Cost $3.88 Unrealized +107.9%
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value $1,033 Shares 6 Est. Cost $212.78 Unrealized -9.5%
OSK OSHKOSH CORP COM 0.0%
Value $1,030 Shares 7 Est. Cost $158.03 Unrealized 0.0%
DB DEUTSCHE BK AG NAMEN AKT 0.0%
Value $1,013 Shares 34 Est. Cost $34.09 Unrealized +11.6%
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 0.0%
Value $988 Shares 19 Est. Cost $36.16 Unrealized
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value $969 Shares 65 Est. Cost $14.15 Unrealized
ELS EQUITY LIFESTYLE PROPERTIES COM 0.0%
Value $936 Shares 15 Est. Cost $62.40 Unrealized
MPT MEDICAL PROPERTIES TRUST INC COM 0.0%
Value $912 Shares 197 Est. Cost $4.59 Unrealized
TE T1 ENERGY INC COM NEW 0.0%
Value $878 Shares 200 Est. Cost $1.58 Unrealized +379.3%
BRKR BRUKER CORP COM 0.0%
Value $867 Shares 24 Est. Cost $66.65 Unrealized -31.9%
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value $834 Shares 32 Est. Cost $26.09 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $830 Shares 79 Est. Cost $10.51 Unrealized
NVT NVENT ELEC PLC SHS 0.0%
Value $828 Shares 7 Est. Cost $62.97 Unrealized +78.4%
VVX V2X INC COM 0.0%
Value $822 Shares 12 Est. Cost $47.57 Unrealized +39.4%
CCI CROWN CASTLE INC COM 0.0%
Value $813 Shares 10 Est. Cost $90.09 Unrealized -1.5%
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS 0.0%
Value $801 Shares 6 Est. Cost $121.33 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value $762 Shares 96 Est. Cost $6.70 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value $739 Shares 10 Est. Cost $65.94 Unrealized +3.7%
PNR PENTAIR PLC SHS 0.0%
Value $610 Shares 7 Est. Cost $92.89 Unrealized +10.4%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value $597 Shares 90 Est. Cost $10.59 Unrealized -12.2%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $539 Shares 16 Est. Cost $19.08 Unrealized +89.8%
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value $533 Shares 150 Est. Cost $3.67 Unrealized
GGG GRACO INC COM 0.0%
Value $508 Shares 6 Est. Cost $86.25 Unrealized +3.4%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value $508 Shares 10 Est. Cost $31.40 Unrealized
SOBR SOBR SAFE INC COM 0.0%
Value $501 Shares 1,000 Est. Cost $3.60 Unrealized -62.9%
SSP SCRIPPS E W CO OHIO CL A NEW 0.0%
Value $495 Shares 133 Est. Cost $1.82 Unrealized +96.6%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $469 Shares 53 Est. Cost $24.47 Unrealized -54.2%
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value $449 Shares 11 Est. Cost $37.70 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value $414 Shares 70 Est. Cost $8.04 Unrealized -18.6%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value $370 Shares 17 Est. Cost $138.24 Unrealized -85.4%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value $366 Shares 11 Est. Cost $16.14 Unrealized +42.3%
GTX GARRETT MOTION INC COM 0.0%
Value $327 Shares 18 Est. Cost $9.16 Unrealized +106.5%
DOUG DOUGLAS ELLIMAN INC COM 0.0%
Value $228 Shares 139 Est. Cost $2.75 Unrealized -7.5%
TDOC TELADOC HEALTH INC COM 0.0%
Value $213 Shares 39 Est. Cost $7.25 Unrealized -20.4%
RYAM RAYONIER ADVANCED MATLS INC COM 0.0%
Value $210 Shares 19 Est. Cost $4.20 Unrealized +90.6%
PCYO PURE CYCLE CORP COM NEW 0.0%
Value $201 Shares 20 Est. Cost $9.93 Unrealized +12.9%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $188 Shares 2 Est. Cost $92.50 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value $98 Shares 4 Est. Cost $22.15 Unrealized -20.2%
DDD 3D SYS CORP DEL COM NEW 0.0%
Value $94 Shares 50 Est. Cost $9.14 Unrealized -75.2%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value $59 Shares 1 Est. Cost $71.50 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value $54 Shares 1 Est. Cost $50.00 Unrealized
BODI THE BEACHBODY COMPANY INC COM CL A NEW 0.0%
Value $43 Shares 4 Est. Cost $4.27 Unrealized +132.5%
ADNT ADIENT PLC ORD SHS 0.0%
Value $40 Shares 2 Est. Cost $14.78 Unrealized +55.3%
ONL ORION PROPERTIES INC COM 0.0%
Value $39 Shares 18 Est. Cost $2.91 Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value $38 Shares 4 Est. Cost $22.60 Unrealized -53.1%
WW WW INTL INC COM NEW 0.0%
Value $14 Shares 1 Est. Cost $34.35 Unrealized -29.7%
CODA CODA OCTOPUS GROUP INC COM NEW 0.0%
Value $11 Shares 1 Est. Cost $6.87 Unrealized +69.5%
UIS UNISYS CORP COM NEW 0.0%
Value $8 Shares 4 Est. Cost $3.97 Unrealized -33.0%
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.0%
Value $7 Shares 1 Est. Cost $7.00 Unrealized
BLACK TITAN CORP ORD SHS 0.0%
Value $1 Shares 1 Est. Cost $7.00 Unrealized