WORLD EQUITY GROUP, INC. Diversified Active

CIK: 0000878770 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

Total Value ($000): $350,037 (100.0% shares, 0.0% debt)

Holdings (300)

AAPL APPLE INC 7.0%
Value ($000) $24,662 Shares 110,397 Est. Cost $189.17 Unrealized +22.0%
FTLS FIRST TR EXCH TRADED FD III 4.3%
Value ($000) $15,209 Shares 237,346 Est. Cost $63.17 Unrealized
MSFT MICROSOFT CORP 4.3%
Value ($000) $15,158 Shares 38,102 Est. Cost $354.89 Unrealized +14.1%
QQQ INVESCO QQQ TR 2.8%
Value ($000) $9,734 Shares 20,748 Est. Cost $341.36 Unrealized
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $9,097 Shares 9,622 Est. Cost $916.17 Unrealized +5.9%
BUFR FIRST TR EXCHNG TRADED FD VI 2.4%
Value ($000) $8,485 Shares 285,788 Est. Cost $25.04 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $7,283 Shares 13,020 Est. Cost $353.41 Unrealized
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $6,922 Shares 63,551 Est. Cost $118.20 Unrealized +7.2%
IVV ISHARES TR 1.8%
Value ($000) $6,221 Shares 11,069 Est. Cost $401.57 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $6,052 Shares 31,892 Est. Cost $133.32 Unrealized +62.8%
FDL FIRST TR MORNINGSTAR DIVID L 1.7%
Value ($000) $6,041 Shares 139,061 Est. Cost $37.44 Unrealized
GLD SPDR GOLD TR 1.3%
Value ($000) $4,588 Shares 16,146 Est. Cost $147.38 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $4,506 Shares 134,511 Est. Cost $34.81 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $4,417 Shares 185,685 Est. Cost $20.20 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $4,126 Shares 7,166 Est. Cost $401.94 Unrealized +60.0%
EFV ISHARES TR 1.1%
Value ($000) $3,981 Shares 67,548 Est. Cost $50.43 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 1.1%
Value ($000) $3,693 Shares 123,665 Est. Cost $27.86 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 1.0%
Value ($000) $3,568 Shares 2,693 Est. Cost $284.89 Unrealized +55.6%
IVW ISHARES TR 1.0%
Value ($000) $3,507 Shares 37,774 Est. Cost $90.39 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value ($000) $3,282 Shares 50,169 Est. Cost $30.35 Unrealized +189.3%
GOOGL ALPHABET INC 0.9%
Value ($000) $3,183 Shares 20,414 Est. Cost $112.34 Unrealized +60.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,152 Shares 6,098 Est. Cost $373.03 Unrealized +30.3%
WMT WALMART INC 0.9%
Value ($000) $3,063 Shares 35,145 Est. Cost $69.62 Unrealized +33.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,974 Shares 25,053 Est. Cost $91.32 Unrealized +17.4%
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $2,915 Shares 57,353 Est. Cost $42.20 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $2,819 Shares 5,485 Est. Cost $453.67 Unrealized
FICS FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $2,722 Shares 74,287 Est. Cost $33.16 Unrealized
VOT VANGUARD INDEX FDS 0.7%
Value ($000) $2,586 Shares 10,572 Est. Cost $245.84 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $2,506 Shares 42,801 Est. Cost $48.73 Unrealized
TQQQ PROSHARES TR 0.7%
Value ($000) $2,498 Shares 43,600 Est. Cost $74.23 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $2,489 Shares 9,595 Est. Cost $266.50 Unrealized +25.0%
BAC BANK AMERICA CORP 0.7%
Value ($000) $2,468 Shares 60,010 Est. Cost $27.81 Unrealized +56.9%
V VISA INC 0.7%
Value ($000) $2,444 Shares 7,057 Est. Cost $260.07 Unrealized +29.3%
SECT NORTHERN LTS FD TR IV 0.6%
Value ($000) $2,211 Shares 43,293 Est. Cost $51.16 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $2,179 Shares 5,860 Est. Cost $321.51 Unrealized +18.4%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,115 Shares 12,786 Est. Cost $150.07 Unrealized +1.6%
IWY ISHARES TR 0.6%
Value ($000) $2,052 Shares 9,730 Est. Cost $212.77 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $1,979 Shares 18,862 Est. Cost $106.38 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,912 Shares 6,146 Est. Cost $279.84 Unrealized +4.7%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,907 Shares 11,201 Est. Cost $156.92 Unrealized +4.5%
SPYG SPDR SER TR 0.5%
Value ($000) $1,901 Shares 23,656 Est. Cost $82.89 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $1,823 Shares 4,916 Est. Cost $365.15 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,815 Shares 8,766 Est. Cost $143.14 Unrealized +32.3%
BUFS FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,805 Shares 89,145 Est. Cost $21.20 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,737 Shares 23,603 Est. Cost $66.48 Unrealized
IUSB ISHARES TR 0.5%
Value ($000) $1,706 Shares 37,020 Est. Cost $47.57 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $1,613 Shares 6,616 Est. Cost $178.48 Unrealized +40.6%
RITM RITHM CAPITAL CORP 0.5%
Value ($000) $1,586 Shares 138,500 Est. Cost $10.04 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,568 Shares 31,527 Est. Cost $42.91 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,555 Shares 21,709 Est. Cost $56.10 Unrealized +15.8%
QUAL ISHARES TR 0.4%
Value ($000) $1,547 Shares 9,028 Est. Cost $148.46 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,543 Shares 55,190 Est. Cost $33.27 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,532 Shares 8,867 Est. Cost $159.58 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,485 Shares 9,213 Est. Cost $122.67 Unrealized +48.7%
UXJA FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,473 Shares 53,059 Est. Cost $27.76 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,424 Shares 6,893 Est. Cost $172.98 Unrealized
BKHY BNY MELLON ETF TRUST 0.4%
Value ($000) $1,418 Shares 29,774 Est. Cost $47.63 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,402 Shares 8,569 Est. Cost $145.25 Unrealized +3.6%
PFE PFIZER INC 0.4%
Value ($000) $1,334 Shares 50,975 Est. Cost $29.47 Unrealized -16.1%
AVGO BROADCOM INC 0.4%
Value ($000) $1,323 Shares 7,904 Est. Cost $161.25 Unrealized +30.1%
FIRST TR HIGH YIELD OPPRT 20 0.4%
Value ($000) $1,309 Shares 90,593 Est. Cost $15.15 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $1,309 Shares 3,871 Est. Cost $248.33 Unrealized +41.7%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,273 Shares 2,330 Est. Cost $365.38 Unrealized +61.7%
IVE ISHARES TR 0.4%
Value ($000) $1,260 Shares 6,609 Est. Cost $190.42 Unrealized
DYNF BLACKROCK ETF TRUST 0.4%
Value ($000) $1,258 Shares 25,803 Est. Cost $47.96 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,243 Shares 52,903 Est. Cost $22.25 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $1,232 Shares 17,523 Est. Cost $56.22 Unrealized +32.6%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,221 Shares 4,070 Est. Cost $229.27 Unrealized +28.8%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,211 Shares 26,753 Est. Cost $42.66 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $1,209 Shares 14,794 Est. Cost $79.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,176 Shares 4,798 Est. Cost $132.61 Unrealized +80.5%
EXC EXELON CORP 0.3%
Value ($000) $1,176 Shares 25,549 Est. Cost $38.29 Unrealized +5.8%
AJG GALLAGHER ARTHUR J & CO 0.3%
Value ($000) $1,135 Shares 3,307 Est. Cost $222.68 Unrealized +40.7%
CFO VICTORY PORTFOLIOS II 0.3%
Value ($000) $1,132 Shares 16,524 Est. Cost $68.42 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $1,115 Shares 4,090 Est. Cost $218.70 Unrealized +41.1%
ABT ABBOTT LABS 0.3%
Value ($000) $1,103 Shares 8,501 Est. Cost $112.12 Unrealized +11.9%
COWZ PACER FDS TR 0.3%
Value ($000) $1,049 Shares 18,699 Est. Cost $50.73 Unrealized
PFFA ETFIS SER TR I 0.3%
Value ($000) $1,020 Shares 48,106 Est. Cost $22.35 Unrealized
FNDX SCHWAB STRATEGIC TR 0.3%
Value ($000) $958 Shares 40,563 Est. Cost $31.00 Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $955 Shares 28,354 Est. Cost $34.31 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $951 Shares 4,594 Est. Cost $225.63 Unrealized -3.8%
CSCO CISCO SYS INC 0.3%
Value ($000) $932 Shares 15,409 Est. Cost $47.35 Unrealized +26.9%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $923 Shares 2,619 Est. Cost $148.68 Unrealized +156.3%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $920 Shares 4,147 Est. Cost $214.02 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $919 Shares 1,113 Est. Cost $576.96 Unrealized +43.3%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $919 Shares 3,342 Est. Cost $249.90 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $889 Shares 23,712 Est. Cost $35.79 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $886 Shares 6,761 Est. Cost $96.30 Unrealized
FEMS FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $866 Shares 23,302 Est. Cost $36.91 Unrealized
AFSM FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $852 Shares 30,501 Est. Cost $30.01 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $841 Shares 4,192 Est. Cost $204.12 Unrealized
AFMC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $820 Shares 26,909 Est. Cost $31.66 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $816 Shares 11,326 Est. Cost $71.87 Unrealized -4.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $810 Shares 13,633 Est. Cost $37.72 Unrealized +35.3%
QRFT EXCHANGE LISTED FDS TR 0.2%
Value ($000) $809 Shares 15,809 Est. Cost $52.56 Unrealized
AMOM EXCHANGE LISTED FDS TR 0.2%
Value ($000) $800 Shares 21,213 Est. Cost $41.90 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $799 Shares 3,483 Est. Cost $190.95 Unrealized +14.4%
DNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $797 Shares 19,004 Est. Cost $36.30 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $790 Shares 8,542 Est. Cost $95.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $787 Shares 17,390 Est. Cost $39.92 Unrealized -0.8%
IYW ISHARES TR 0.2%
Value ($000) $787 Shares 5,600 Est. Cost $158.70 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $785 Shares 5,074 Est. Cost $159.61 Unrealized +0.0%
DDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $782 Shares 19,990 Est. Cost $35.73 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $760 Shares 15,556 Est. Cost $41.34 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $759 Shares 14,991 Est. Cost $50.41 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $758 Shares 16,598 Est. Cost $45.65 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $749 Shares 7,490 Est. Cost $90.23 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $723 Shares 6,640 Est. Cost $108.95 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $707 Shares 9,236 Est. Cost $69.59 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.2%
Value ($000) $702 Shares 9,305 Est. Cost $75.44 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $685 Shares 2,953 Est. Cost $227.37 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $682 Shares 2,187 Est. Cost $349.45 Unrealized 0.0%
FVC FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $668 Shares 18,792 Est. Cost $34.23 Unrealized
TTD THE TRADE DESK INC 0.2%
Value ($000) $665 Shares 12,161 Est. Cost $94.32 Unrealized -4.1%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $655 Shares 17,582 Est. Cost $40.90 Unrealized -14.3%
XAI MADISON EQUITY PREMIUM I 0.2%
Value ($000) $652 Shares 91,581 Est. Cost $7.04 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $640 Shares 9,428 Est. Cost $64.48 Unrealized -7.3%
SHOP SHOPIFY INC 0.2%
Value ($000) $635 Shares 6,653 Est. Cost $83.62 Unrealized +30.3%
IFRA ISHARES TR 0.2%
Value ($000) $634 Shares 14,074 Est. Cost $43.58 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $623 Shares 4,299 Est. Cost $134.94 Unrealized +19.7%
IJS ISHARES TR 0.2%
Value ($000) $621 Shares 6,375 Est. Cost $97.48 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $613 Shares 6,295 Est. Cost $105.48 Unrealized -14.6%
MTUM ISHARES TR 0.2%
Value ($000) $613 Shares 3,033 Est. Cost $204.40 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $604 Shares 722 Est. Cost $50.12 Unrealized +89.7%
MINT PIMCO ETF TR 0.2%
Value ($000) $602 Shares 5,984 Est. Cost $100.45 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $599 Shares 5,474 Est. Cost $136.20 Unrealized -18.4%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $598 Shares 7,641 Est. Cost $77.29 Unrealized
BXMT BLACKSTONE MTG TR INC 0.2%
Value ($000) $581 Shares 29,029 Est. Cost $21.40 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $578 Shares 10,904 Est. Cost $46.04 Unrealized
DNP SELECT INCOME FD INC 0.2%
Value ($000) $571 Shares 57,786 Est. Cost $9.63 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $567 Shares 3,362 Est. Cost $147.34 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $566 Shares 5,776 Est. Cost $94.97 Unrealized +11.9%
XMMO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $562 Shares 4,934 Est. Cost $119.72 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $547 Shares 890 Est. Cost $655.15 Unrealized -1.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $547 Shares 3,153 Est. Cost $169.76 Unrealized +8.9%
IAU ISHARES GOLD TR 0.2%
Value ($000) $543 Shares 9,207 Est. Cost $54.03 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $539 Shares 2,087 Est. Cost $217.42 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $537 Shares 5,787 Est. Cost $92.62 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $536 Shares 10,741 Est. Cost $51.07 Unrealized
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $531 Shares 1,538 Est. Cost $251.69 Unrealized +26.9%
ADBE ADOBE INC 0.2%
Value ($000) $531 Shares 1,368 Est. Cost $415.01 Unrealized +3.3%
DJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $529 Shares 12,591 Est. Cost $41.98 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $528 Shares 8,051 Est. Cost $67.73 Unrealized 0.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $524 Shares 6,909 Est. Cost $76.22 Unrealized +2.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $511 Shares 15,840 Est. Cost $31.36 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $509 Shares 1,878 Est. Cost $277.89 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $505 Shares 10,599 Est. Cost $48.69 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $504 Shares 10,332 Est. Cost $49.47 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $500 Shares 9,655 Est. Cost $56.38 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $498 Shares 11,468 Est. Cost $43.40 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $496 Shares 11,193 Est. Cost $44.35 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $490 Shares 8,895 Est. Cost $57.99 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $489 Shares 10,760 Est. Cost $46.34 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $487 Shares 1,347 Est. Cost $348.54 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $481 Shares 8,074 Est. Cost $92.45 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $479 Shares 1,591 Est. Cost $281.20 Unrealized -1.8%
CALAMOS DYNAMIC CONV & INCOM 0.1%
Value ($000) $475 Shares 19,234 Est. Cost $9.06 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $475 Shares 3,745 Est. Cost $102.13 Unrealized +22.2%
IEMG ISHARES INC 0.1%
Value ($000) $466 Shares 8,628 Est. Cost $53.07 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $463 Shares 21,832 Est. Cost $20.85 Unrealized 0.0%
LQAI EXCHANGE LISTED FDS TR 0.1%
Value ($000) $459 Shares 14,200 Est. Cost $33.91 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $457 Shares 1,066 Est. Cost $510.53 Unrealized -4.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $456 Shares 3,821 Est. Cost $88.82 Unrealized +24.5%
MARM FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $453 Shares 14,444 Est. Cost $30.45 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $449 Shares 1,784 Est. Cost $252.32 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $448 Shares 1,679 Est. Cost $227.59 Unrealized +6.8%
SIXG ETF SER SOLUTIONS 0.1%
Value ($000) $445 Shares 10,476 Est. Cost $15.77 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $441 Shares 6,706 Est. Cost $68.94 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $438 Shares 3,670 Est. Cost $134.31 Unrealized -0.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $438 Shares 816 Est. Cost $514.40 Unrealized -2.9%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $435 Shares 10,400 Est. Cost $40.51 Unrealized -1.5%
MAGS LISTED FD TR 0.1%
Value ($000) $426 Shares 9,282 Est. Cost $51.66 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $421 Shares 5,790 Est. Cost $74.98 Unrealized +4.2%
DDWM WISDOMTREE TR 0.1%
Value ($000) $420 Shares 11,427 Est. Cost $36.79 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $415 Shares 8,861 Est. Cost $46.53 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $413 Shares 4,404 Est. Cost $92.44 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $412 Shares 5,925 Est. Cost $69.51 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $411 Shares 5,108 Est. Cost $82.06 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $405 Shares 2,083 Est. Cost $101.03 Unrealized +93.7%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $405 Shares 10,835 Est. Cost $31.78 Unrealized -0.9%
ALL ALLSTATE CORP 0.1%
Value ($000) $404 Shares 1,952 Est. Cost $177.12 Unrealized +8.0%
SO SOUTHERN CO 0.1%
Value ($000) $404 Shares 4,449 Est. Cost $74.54 Unrealized +12.9%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $401 Shares 8,657 Est. Cost $45.35 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $394 Shares 1,570 Est. Cost $256.37 Unrealized -2.2%
QYLD GLOBAL X FDS 0.1%
Value ($000) $393 Shares 23,303 Est. Cost $17.78 Unrealized
HERD PACER FDS TR 0.1%
Value ($000) $393 Shares 9,819 Est. Cost $38.12 Unrealized
T AT&T INC 0.1%
Value ($000) $387 Shares 14,856 Est. Cost $17.43 Unrealized +39.7%
ASML ASML HOLDING N V 0.1%
Value ($000) $386 Shares 570 Est. Cost $677.83 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $384 Shares 698 Est. Cost $538.13 Unrealized +0.3%
VIRTUS DIVERSIFIED INCM & CO 0.1%
Value ($000) $381 Shares 19,042 Est. Cost $21.82 Unrealized
XIDE FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $378 Shares 12,622 Est. Cost $30.48 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $377 Shares 1,592 Est. Cost $217.35 Unrealized +8.4%
SPTM SPDR SER TR 0.1%
Value ($000) $373 Shares 5,480 Est. Cost $71.43 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $363 Shares 642 Est. Cost $549.15 Unrealized +4.7%
ONEY SPDR SER TR 0.1%
Value ($000) $362 Shares 3,316 Est. Cost $108.57 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $357 Shares 3,280 Est. Cost $108.94 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $357 Shares 2,138 Est. Cost $176.13 Unrealized -6.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $354 Shares 600 Est. Cost $528.72 Unrealized +5.4%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $352 Shares 1,478 Est. Cost $243.44 Unrealized +10.7%
TLT ISHARES TR 0.1%
Value ($000) $351 Shares 3,852 Est. Cost $88.72 Unrealized
IMTM ISHARES TR 0.1%
Value ($000) $351 Shares 8,779 Est. Cost $39.94 Unrealized
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $348 Shares 41,046 Est. Cost $8.87 Unrealized
ABRDN HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $347 Shares 16,800 Est. Cost $21.28 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $347 Shares 1,175 Est. Cost $300.39 Unrealized 0.0%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $345 Shares 2,911 Est. Cost $118.07 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $344 Shares 5,290 Est. Cost $36.22 Unrealized +54.8%
IYR ISHARES TR 0.1%
Value ($000) $343 Shares 3,579 Est. Cost $95.75 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $343 Shares 3,396 Est. Cost $100.70 Unrealized 0.0%
SLV ISHARES SILVER TR 0.1%
Value ($000) $339 Shares 10,926 Est. Cost $30.99 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $334 Shares 2,183 Est. Cost $140.30 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $331 Shares 2,810 Est. Cost $136.46 Unrealized -17.4%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $329 Shares 4,292 Est. Cost $74.73 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $327 Shares 8,472 Est. Cost $50.64 Unrealized -14.3%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $327 Shares 16,516 Est. Cost $19.08 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $322 Shares 2,583 Est. Cost $124.50 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $320 Shares 3,199 Est. Cost $99.98 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $319 Shares 859 Est. Cost $334.37 Unrealized +12.8%
IWD ISHARES TR 0.1%
Value ($000) $316 Shares 1,680 Est. Cost $171.46 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $316 Shares 1,664 Est. Cost $176.65 Unrealized +3.2%
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $315 Shares 6,235 Est. Cost $50.54 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $310 Shares 2,992 Est. Cost $103.76 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $310 Shares 2,545 Est. Cost $115.49 Unrealized +4.0%
ECL ECOLAB INC 0.1%
Value ($000) $309 Shares 1,217 Est. Cost $196.88 Unrealized +26.8%
SPYI NEOS ETF TRUST 0.1%
Value ($000) $307 Shares 6,419 Est. Cost $50.82 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $306 Shares 8,598 Est. Cost $36.31 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $304 Shares 3,474 Est. Cost $78.68 Unrealized +20.1%
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $293 Shares 7,209 Est. Cost $44.11 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $291 Shares 8,725 Est. Cost $32.56 Unrealized
EES WISDOMTREE TR 0.1%
Value ($000) $291 Shares 5,876 Est. Cost $53.47 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $291 Shares 5,735 Est. Cost $50.71 Unrealized
APP APPLOVIN CORP 0.1%
Value ($000) $286 Shares 1,078 Est. Cost $344.61 Unrealized 0.0%
XITK SPDR SER TR 0.1%
Value ($000) $285 Shares 1,783 Est. Cost $174.01 Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.1%
Value ($000) $285 Shares 14,772 Est. Cost $12.18 Unrealized +64.8%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $284 Shares 677 Est. Cost $402.10 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $281 Shares 3,994 Est. Cost $68.45 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $280 Shares 1,041 Est. Cost $316.76 Unrealized -2.4%
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $280 Shares 5,341 Est. Cost $52.08 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $279 Shares 4,658 Est. Cost $59.45 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $278 Shares 8,614 Est. Cost $28.08 Unrealized +20.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $276 Shares 1,845 Est. Cost $104.23 Unrealized +31.4%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $276 Shares 725 Est. Cost $261.68 Unrealized +55.9%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $274 Shares 1,861 Est. Cost $128.02 Unrealized
SCL STEPAN CO 0.1%
Value ($000) $273 Shares 4,960 Est. Cost $61.03 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $271 Shares 829 Est. Cost $295.72 Unrealized +17.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $270 Shares 2,962 Est. Cost $88.11 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $268 Shares 336 Est. Cost $202.58 Unrealized -4.9%
XISE FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $265 Shares 8,829 Est. Cost $30.73 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $264 Shares 1,591 Est. Cost $158.58 Unrealized -9.5%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $260 Shares 4,188 Est. Cost $57.45 Unrealized
PYLD PIMCO ETF TR 0.1%
Value ($000) $260 Shares 9,869 Est. Cost $25.92 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $259 Shares 13,878 Est. Cost $18.34 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $258 Shares 3,511 Est. Cost $72.51 Unrealized
UXOC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $258 Shares 8,954 Est. Cost $30.31 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $256 Shares 812 Est. Cost $238.77 Unrealized +20.3%
GCOW PACER FDS TR 0.1%
Value ($000) $254 Shares 6,941 Est. Cost $34.29 Unrealized
BNY MELLON ETF TRUST 0.1%
Value ($000) $252 Shares 8,140 Est. Cost $33.67 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $251 Shares 5,711 Est. Cost $43.47 Unrealized
VFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $251 Shares 7,309 Est. Cost $34.09 Unrealized
NKE NIKE INC 0.1%
Value ($000) $249 Shares 3,766 Est. Cost $72.05 Unrealized 0.0%
BIDU BAIDU INC 0.1%
Value ($000) $247 Shares 2,346 Est. Cost $105.28 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $247 Shares 587 Est. Cost $434.21 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $244 Shares 552 Est. Cost $400.26 Unrealized +15.3%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $239 Shares 2,664 Est. Cost $87.82 Unrealized
PSIX POWER SOLUTIONS INTL INC 0.1%
Value ($000) $238 Shares 9,395 Est. Cost $25.65 Unrealized +34.4%
TLN TALEN ENERGY CORP 0.1%
Value ($000) $237 Shares 1,330 Est. Cost $172.30 Unrealized +25.9%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $236 Shares 435 Est. Cost $604.56 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $235 Shares 2,406 Est. Cost $91.38 Unrealized +10.5%
OKTA OKTA INC 0.1%
Value ($000) $234 Shares 2,225 Est. Cost $77.52 Unrealized +26.0%
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $234 Shares 3,195 Est. Cost $76.32 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $232 Shares 1,345 Est. Cost $131.60 Unrealized +84.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $229 Shares 606 Est. Cost $370.20 Unrealized -3.0%
IQLT ISHARES TR 0.1%
Value ($000) $229 Shares 5,749 Est. Cost $40.93 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $228 Shares 1,493 Est. Cost $143.02 Unrealized 0.0%
CME CME GROUP INC 0.1%
Value ($000) $228 Shares 861 Est. Cost $242.42 Unrealized 0.0%
RH RH 0.1%
Value ($000) $228 Shares 973 Est. Cost $323.61 Unrealized +7.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $226 Shares 443 Est. Cost $443.30 Unrealized -11.1%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 1,305 Est. Cost $185.99 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $222 Shares 11,303 Est. Cost $19.48 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $221 Shares 3,642 Est. Cost $60.36 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $220 Shares 2,788 Est. Cost $73.67 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $218 Shares 480 Est. Cost $450.41 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $217 Shares 2,023 Est. Cost $107.29 Unrealized
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $217 Shares 5,936 Est. Cost $37.58 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $214 Shares 1,295 Est. Cost $202.10 Unrealized -10.7%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $212 Shares 5,049 Est. Cost $40.67 Unrealized
IQDG WISDOMTREE TR 0.1%
Value ($000) $208 Shares 5,818 Est. Cost $35.68 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $207 Shares 1,653 Est. Cost $114.08 Unrealized +27.5%
DOW DOW INC 0.1%
Value ($000) $204 Shares 3,961 Est. Cost $35.96 Unrealized 0.0%
USMV ISHARES TR 0.1%
Value ($000) $202 Shares 2,155 Est. Cost $93.66 Unrealized
GDDY GODADDY INC 0.1%
Value ($000) $201 Shares 1,114 Est. Cost $182.74 Unrealized +4.6%
DOUBLELINE OPPORTUNISTIC CR 0.1%
Value ($000) $185 Shares 11,850 Est. Cost $15.51 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $185 Shares 14,910 Est. Cost $12.26 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $173 Shares 13,200 Est. Cost $13.99 Unrealized
RYLD GLOBAL X FDS 0.0%
Value ($000) $170 Shares 11,083 Est. Cost $16.29 Unrealized
F FORD MTR CO 0.0%
Value ($000) $158 Shares 15,099 Est. Cost $12.66 Unrealized -27.0%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $149 Shares 11,830 Est. Cost $12.57 Unrealized
ARDX ARDELYX INC 0.0%
Value ($000) $85 Shares 17,400 Est. Cost $5.37 Unrealized 0.0%
MACKENZIE RLTY CAP INC 0.0%
Value ($000) $45 Shares 12,901 Est. Cost $3.20 Unrealized
VOLATILITY SHS TR 0.0%
Value ($000) $22 Shares 12,065 Est. Cost $7.80 Unrealized
SENSEONICS HLDGS INC 0.0%
Value ($000) $13 Shares 20,000 Est. Cost $0.76 Unrealized