FSB PREMIER WEALTH MANAGEMENT, INC. Diversified Active

CIK: 0000887748 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 31, 2025

Total Value ($000): $304,050 (100.0% shares, 0.0% debt)

Holdings (229)

VOO VANGUARD S&P 500 ETF 5.3%
Value ($000) $16,138 Shares 26,354 Est. Cost $349.22 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 3.5%
Value ($000) $10,670 Shares 136,200 Est. Cost $44.13 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.8%
Value ($000) $8,373 Shares 139,742 Est. Cost $47.44 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 2.3%
Value ($000) $7,021 Shares 13,966 Est. Cost $381.31 Unrealized +27.0%
MSFT MICROSOFT CORP 1.9%
Value ($000) $5,923 Shares 11,436 Est. Cost $359.43 Unrealized +41.5%
ORCL ORACLE CORP 1.9%
Value ($000) $5,666 Shares 20,147 Est. Cost $118.93 Unrealized +113.7%
FTCB FIRST TRUST CRE INVSMNT GRD ETF 1.8%
Value ($000) $5,567 Shares 261,250 Est. Cost $21.07 Unrealized
SPAB SPDR AGGREGATE BOND ETF 1.8%
Value ($000) $5,441 Shares 210,483 Est. Cost $29.54 Unrealized
SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF 1.8%
Value ($000) $5,331 Shares 124,587 Est. Cost $33.75 Unrealized
GOOG ALPHABET INC CLASS C 1.7%
Value ($000) $5,287 Shares 21,708 Est. Cost $150.17 Unrealized +39.8%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $5,267 Shares 16,698 Est. Cost $171.11 Unrealized +73.0%
META META PLATFORMS INC CLASS A 1.7%
Value ($000) $5,098 Shares 6,942 Est. Cost $467.90 Unrealized +58.8%
FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 1.5%
Value ($000) $4,625 Shares 100,015 Est. Cost $39.29 Unrealized
PM PHILIP MORRIS INTL INC 1.5%
Value ($000) $4,618 Shares 28,474 Est. Cost $114.15 Unrealized +44.7%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 1.5%
Value ($000) $4,500 Shares 88,759 Est. Cost $54.81 Unrealized
DE DEERE & CO 1.5%
Value ($000) $4,483 Shares 9,805 Est. Cost $268.97 Unrealized +82.0%
FIXD FIRST TRUST SMITH OPPRTNISTIC FI ETF 1.4%
Value ($000) $4,293 Shares 96,642 Est. Cost $50.65 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVI ETF 1.3%
Value ($000) $4,056 Shares 106,682 Est. Cost $30.34 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 1.3%
Value ($000) $4,029 Shares 43,030 Est. Cost $70.44 Unrealized
FMAY FT VEST US EQUITY BUFFERETF 1.2%
Value ($000) $3,747 Shares 71,719 Est. Cost $43.82 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $3,739 Shares 14,685 Est. Cost $131.69 Unrealized +71.3%
SCHW CHARLES SCHWAB CORP 1.2%
Value ($000) $3,546 Shares 37,139 Est. Cost $72.02 Unrealized +31.3%
BKNG BOOKING HLDGS INC 1.2%
Value ($000) $3,528 Shares 653 Est. Cost $3885.74 Unrealized +43.2%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $3,435 Shares 30,465 Est. Cost $64.38 Unrealized +70.4%
LMBS FRST TRT LOW DTN OPNTS ETF IV 1.1%
Value ($000) $3,418 Shares 68,647 Est. Cost $50.01 Unrealized
WFC WELLS FARGO & CO 1.1%
Value ($000) $3,391 Shares 40,457 Est. Cost $58.26 Unrealized +38.1%
GD GENERAL DYNAMICS CORP 1.0%
Value ($000) $3,117 Shares 9,142 Est. Cost $226.43 Unrealized +38.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.0%
Value ($000) $2,998 Shares 55,336 Est. Cost $49.67 Unrealized
LGOV FIRST TRUST LONG DUR OPPO ETF 0.9%
Value ($000) $2,800 Shares 128,733 Est. Cost $21.58 Unrealized
V VISA INC CLASS A 0.9%
Value ($000) $2,746 Shares 8,043 Est. Cost $252.14 Unrealized +36.9%
FIIG FT INTRMDT DRTN INVT GRDCOR ETF 0.9%
Value ($000) $2,707 Shares 127,499 Est. Cost $21.12 Unrealized
SPEM SPDR INDEX SHARES EMERG MARKT ETF 0.9%
Value ($000) $2,690 Shares 57,461 Est. Cost $40.67 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 0.9%
Value ($000) $2,622 Shares 53,003 Est. Cost $58.02 Unrealized
FTC FIRST TR LRG CP GRW ALPHADEX ETF 0.8%
Value ($000) $2,510 Shares 15,622 Est. Cost $96.63 Unrealized
BSV VANGUARD SHORT-TERM BONDETF 0.8%
Value ($000) $2,474 Shares 31,349 Est. Cost $82.47 Unrealized
FSIG FIRST TRUST LMT DR INV GRD CR ETF 0.8%
Value ($000) $2,430 Shares 126,483 Est. Cost $18.96 Unrealized
TDIV FIRST TR NASDAQ TECH DIVIDX ETF 0.8%
Value ($000) $2,360 Shares 23,933 Est. Cost $53.07 Unrealized
GNOV FT VST U S EQTY MDRTE BRETF 0.7%
Value ($000) $2,218 Shares 58,306 Est. Cost $34.98 Unrealized
ADI ANALOG DEVICES INC 0.7%
Value ($000) $2,128 Shares 8,661 Est. Cost $203.20 Unrealized +17.6%
MDT MEDTRONIC PLC F 0.7%
Value ($000) $2,117 Shares 22,226 Est. Cost $84.83 Unrealized +7.6%
VXF VANGUARD EXTENDED MARKETETF 0.7%
Value ($000) $2,101 Shares 10,036 Est. Cost $167.58 Unrealized
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.7%
Value ($000) $2,064 Shares 16,098 Est. Cost $107.48 Unrealized
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.7%
Value ($000) $2,032 Shares 34,279 Est. Cost $57.09 Unrealized
AMAT APPLIED MATLS INC 0.7%
Value ($000) $1,992 Shares 9,730 Est. Cost $174.92 Unrealized +3.4%
BK BANK NEW YORK MELLON COR 0.6%
Value ($000) $1,966 Shares 18,046 Est. Cost $65.11 Unrealized +55.7%
FNOV FT VEST US EQUITY BUFF ETF 0.6%
Value ($000) $1,950 Shares 36,866 Est. Cost $44.07 Unrealized
FTA FIRST TR LRG CP VAL ALPHADEX ETF 0.6%
Value ($000) $1,851 Shares 22,209 Est. Cost $64.37 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,840 Shares 19,456 Est. Cost $99.73 Unrealized -6.5%
HYLS FIRST TRUST TACTCL HIGH YIELD ETF IV 0.6%
Value ($000) $1,820 Shares 43,287 Est. Cost $41.80 Unrealized
MCK MCKESSON CORP 0.6%
Value ($000) $1,797 Shares 2,326 Est. Cost $580.87 Unrealized +21.0%
ELV ELEVANCE HEALTH INC 0.6%
Value ($000) $1,793 Shares 5,548 Est. Cost $414.92 Unrealized -25.7%
CMCSA COMCAST CORP NEW CLASS A 0.6%
Value ($000) $1,783 Shares 56,746 Est. Cost $37.85 Unrealized -12.4%
FDT FT DEVELOPED MKTS EX US ALPHADEX ETF 0.6%
Value ($000) $1,730 Shares 22,948 Est. Cost $51.62 Unrealized
AMZN AMAZON.COM INC 0.5%
Value ($000) $1,502 Shares 6,839 Est. Cost $167.76 Unrealized +34.9%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $1,485 Shares 7,935 Est. Cost $214.66 Unrealized -14.3%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $1,464 Shares 28,382 Est. Cost $37.07 Unrealized +30.4%
FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF 0.5%
Value ($000) $1,456 Shares 33,535 Est. Cost $36.09 Unrealized
BUFG FT VST BUFF ALLOCATION GRW ETF 0.5%
Value ($000) $1,426 Shares 52,944 Est. Cost $20.56 Unrealized
TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.5%
Value ($000) $1,416 Shares 5,071 Est. Cost $153.15 Unrealized
AFLG FIRST TRUST ACTV FCTR LRG CAP ETF 0.5%
Value ($000) $1,401 Shares 36,089 Est. Cost $36.73 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $1,385 Shares 24,247 Est. Cost $57.36 Unrealized
VMBS VANGUARD MORTGAGE BACKEDSEC ETF 0.5%
Value ($000) $1,383 Shares 29,456 Est. Cost $52.98 Unrealized
EBAY EBAY INC 0.4%
Value ($000) $1,318 Shares 14,497 Est. Cost $52.91 Unrealized +66.2%
CASY CASEYS GEN STORES INC 0.4%
Value ($000) $1,311 Shares 2,320 Est. Cost $188.28 Unrealized +177.2%
FTGS FIRST TRUST GROWTH STRENGTH ETF 0.4%
Value ($000) $1,251 Shares 34,839 Est. Cost $31.05 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $1,223 Shares 6,555 Est. Cost $126.65 Unrealized +37.6%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $1,219 Shares 1,821 Est. Cost $406.98 Unrealized
SNY SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.4%
Value ($000) $1,213 Shares 25,694 Est. Cost $49.39 Unrealized
RDVY FT RISING DIVIDEND ACHIEVERS ETF 0.4%
Value ($000) $1,202 Shares 17,870 Est. Cost $48.71 Unrealized
BIV VANGUARD INTERMEDIATE TERM BOND ETF 0.4%
Value ($000) $1,194 Shares 15,296 Est. Cost $91.42 Unrealized
OMC OMNICOM GROUP INC 0.4%
Value ($000) $1,183 Shares 14,515 Est. Cost $78.92 Unrealized -5.8%
AFL AFLAC INC 0.4%
Value ($000) $1,173 Shares 10,502 Est. Cost $36.33 Unrealized +186.8%
SPTL SPDR LONG TERM TREASURY ETF 0.4%
Value ($000) $1,135 Shares 42,114 Est. Cost $34.71 Unrealized
BLV VANGUARD LONG TERM BOND ETF 0.4%
Value ($000) $1,122 Shares 15,839 Est. Cost $104.07 Unrealized
FFEB FT VEST US EQUITY BUFFERETF 0.4%
Value ($000) $1,113 Shares 20,180 Est. Cost $40.36 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.4%
Value ($000) $1,099 Shares 23,723 Est. Cost $37.18 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,081 Shares 2,668 Est. Cost $256.35 Unrealized +51.8%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.4%
Value ($000) $1,079 Shares 18,861 Est. Cost $46.70 Unrealized
KMX CARMAX INC 0.3%
Value ($000) $1,054 Shares 23,498 Est. Cost $72.86 Unrealized -18.1%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $1,051 Shares 1,578 Est. Cost $463.31 Unrealized
FSEP FT VEST US EQUITY BUFFERETF 0.3%
Value ($000) $1,023 Shares 20,250 Est. Cost $40.27 Unrealized
QQQ INVSC QQQ TRUST SRS 1 ETF 0.3%
Value ($000) $985 Shares 1,640 Est. Cost $377.80 Unrealized
FSMB FIRST TRUST SHORT DURAT MANG MUN ETF 0.3%
Value ($000) $983 Shares 48,942 Est. Cost $20.71 Unrealized
FMAR FT VEST US EQY BUFF ETF 0.3%
Value ($000) $969 Shares 20,884 Est. Cost $38.80 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $953 Shares 6,785 Est. Cost $142.54 Unrealized -1.5%
RTX RTX CORP 0.3%
Value ($000) $940 Shares 5,619 Est. Cost $108.78 Unrealized +41.8%
SHRY FIRST TRUST BLOOMBERG SRYD ETF 0.3%
Value ($000) $925 Shares 21,558 Est. Cost $27.35 Unrealized
BUFZ FT VEST LADRED MDRT BFR ETF 0.3%
Value ($000) $907 Shares 35,003 Est. Cost $23.88 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $884 Shares 7,722 Est. Cost $110.69 Unrealized +5.7%
WMT WALMART INC 0.3%
Value ($000) $881 Shares 8,551 Est. Cost $59.05 Unrealized +68.1%
FJAN FT VEST US EQUITY BUF ETF 0.3%
Value ($000) $881 Shares 17,569 Est. Cost $38.49 Unrealized
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.3%
Value ($000) $880 Shares 3,121 Est. Cost $216.70 Unrealized
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.3%
Value ($000) $875 Shares 21,788 Est. Cost $34.47 Unrealized
FAUG FT VEST US EQU BUF ETF 0.3%
Value ($000) $858 Shares 16,523 Est. Cost $44.77 Unrealized
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.3%
Value ($000) $809 Shares 9,047 Est. Cost $90.86 Unrealized
FPE FIRST TRUST PREFERRED SEC INCOME ETF 0.3%
Value ($000) $768 Shares 42,130 Est. Cost $18.65 Unrealized
KO THE COCA-COLA CO 0.2%
Value ($000) $755 Shares 11,385 Est. Cost $47.65 Unrealized +42.5%
DMAR FT VST US EQY DEEP BUFF ETF 0.2%
Value ($000) $754 Shares 18,503 Est. Cost $35.08 Unrealized
MA MASTERCARD INC CLASS A 0.2%
Value ($000) $729 Shares 1,281 Est. Cost $471.57 Unrealized +21.6%
SBUX STARBUCKS CORP 0.2%
Value ($000) $722 Shares 8,540 Est. Cost $86.60 Unrealized +2.3%
IJH ISHARES CORE S&P MID CAPETF 0.2%
Value ($000) $722 Shares 11,064 Est. Cost $89.95 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $720 Shares 2,369 Est. Cost $211.24 Unrealized +42.7%
BUFR FT VEST LADDERED BUFFER ETF 0.2%
Value ($000) $720 Shares 21,538 Est. Cost $29.97 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $718 Shares 3,779 Est. Cost $223.61 Unrealized -18.7%
SPYG SPDR S&P 500 GROWTH ETF 0.2%
Value ($000) $713 Shares 6,820 Est. Cost $79.37 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $708 Shares 2,507 Est. Cost $206.17 Unrealized +39.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $706 Shares 25,848 Est. Cost $38.78 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $682 Shares 3,680 Est. Cost $130.30 Unrealized +30.1%
GAUG FT VEST US EQT MDRT BFR ETF 0.2%
Value ($000) $679 Shares 17,596 Est. Cost $36.58 Unrealized
FSCS FIRST TRUST SMID CAP STRENGTH ETF IV 0.2%
Value ($000) $672 Shares 18,307 Est. Cost $24.38 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $667 Shares 1,933 Est. Cost $362.85 Unrealized -17.6%
RWO SPDR DOW JONE GLOBAL REAL ESTATE ETF 0.2%
Value ($000) $661 Shares 14,445 Est. Cost $43.30 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $655 Shares 3,940 Est. Cost $144.69 Unrealized +8.6%
EMHC SPDR BLOOMBG EMG MRK USDBND ETF 0.2%
Value ($000) $654 Shares 25,978 Est. Cost $24.17 Unrealized
AFMC FIRST TRUST ACTV FCTR MID CAP ETF 0.2%
Value ($000) $653 Shares 19,039 Est. Cost $34.31 Unrealized
GAPR FT VEST US EQTY MODR BFRETF 0.2%
Value ($000) $652 Shares 16,605 Est. Cost $38.31 Unrealized
IBM IBM CORP 0.2%
Value ($000) $646 Shares 2,290 Est. Cost $164.14 Unrealized +58.1%
COR CENCORA INC CLASS SERIES A 0.2%
Value ($000) $623 Shares 1,994 Est. Cost $182.37 Unrealized +60.9%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $612 Shares 3,331 Est. Cost $140.92 Unrealized +37.2%
JEPQ J P MORGAN NASDAQ EQT PRM INC ETF 0.2%
Value ($000) $603 Shares 10,483 Est. Cost $55.96 Unrealized
FMF FIRST TRUST MANGD FUT STR ETF 0.2%
Value ($000) $592 Shares 12,164 Est. Cost $47.74 Unrealized
CHKP CHECK POINT SOFTWARE T F 0.2%
Value ($000) $587 Shares 2,835 Est. Cost $175.92 Unrealized +14.5%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.2%
Value ($000) $581 Shares 2,123 Est. Cost $156.23 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.2%
Value ($000) $579 Shares 13,926 Est. Cost $43.92 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $570 Shares 1,194 Est. Cost $209.73 Unrealized +102.8%
CERY SPDR BLOOMBERG ENCD RL YLD CM ETF 0.2%
Value ($000) $566 Shares 19,746 Est. Cost $27.71 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $535 Shares 578 Est. Cost $751.47 Unrealized +27.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $531 Shares 3,770 Est. Cost $125.17 Unrealized
FJUL FT VEST US EQUITY BUFFERETF 0.2%
Value ($000) $525 Shares 9,595 Est. Cost $39.29 Unrealized
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.2%
Value ($000) $512 Shares 21,602 Est. Cost $20.92 Unrealized
XIJN FT VEST US EQUITY BUFR PRIUM INC ETF 0.2%
Value ($000) $509 Shares 16,367 Est. Cost $31.09 Unrealized
SPIB SPDR INTRMDT TRM CRPRATEBND ETF 0.2%
Value ($000) $509 Shares 15,007 Est. Cost $37.08 Unrealized
FJUN FT VST US EQTY BUFER ETF 0.2%
Value ($000) $504 Shares 9,000 Est. Cost $39.04 Unrealized
T AT&T INC 0.2%
Value ($000) $501 Shares 17,754 Est. Cost $15.80 Unrealized +77.7%
VZ VERIZON COMMUNICATIONS I 0.2%
Value ($000) $499 Shares 11,365 Est. Cost $41.93 Unrealized +1.3%
FAPR FT VEST US EQY BUFF ETF 0.2%
Value ($000) $499 Shares 11,461 Est. Cost $36.51 Unrealized
O REALTY INCOME CORP REIT 0.2%
Value ($000) $489 Shares 8,037 Est. Cost $52.50 Unrealized +8.4%
TSLA TESLA INC 0.2%
Value ($000) $487 Shares 1,096 Est. Cost $192.38 Unrealized +80.3%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $474 Shares 1,739 Est. Cost $266.62 Unrealized +7.1%
IBIT ISHARES BITCOIN ETF 0.2%
Value ($000) $471 Shares 7,244 Est. Cost $52.84 Unrealized
GJUL FT VEST US EQT MDRT BFR ETF 0.2%
Value ($000) $468 Shares 11,529 Est. Cost $36.69 Unrealized
TTC TORO CO 0.2%
Value ($000) $460 Shares 6,038 Est. Cost $70.95 Unrealized +8.1%
FOCT FT VEST US EQUITY BUFFERETF 0.2%
Value ($000) $457 Shares 9,610 Est. Cost $35.46 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $448 Shares 1,933 Est. Cost $118.76 Unrealized +70.0%
ENB ENBRIDGE INC F 0.1%
Value ($000) $434 Shares 8,600 Est. Cost $30.96 Unrealized +49.0%
KNG FT VST S P 500 DIV ARISTTRGT ETF 0.1%
Value ($000) $434 Shares 8,798 Est. Cost $50.51 Unrealized
EUSB ISHARES ESG ADVNC TTL USD BND ETF 0.1%
Value ($000) $433 Shares 9,866 Est. Cost $43.69 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $432 Shares 1,359 Est. Cost $245.84 Unrealized +24.0%
CRM SALESFORCE INC 0.1%
Value ($000) $430 Shares 1,814 Est. Cost $276.76 Unrealized -9.2%
FTLS FIRST TRUST LONG SHORT EQUITY ETF 0.1%
Value ($000) $425 Shares 6,069 Est. Cost $63.86 Unrealized
SMAY FT VEST US SML CP MDRT BFR ETF 0.1%
Value ($000) $422 Shares 16,675 Est. Cost $23.33 Unrealized
MET METLIFE INC 0.1%
Value ($000) $413 Shares 5,011 Est. Cost $42.04 Unrealized +85.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $400 Shares 5,874 Est. Cost $56.78 Unrealized
BLK BLACKROCK INC NEW 0.1%
Value ($000) $396 Shares 340 Est. Cost $991.05 Unrealized +11.9%
TFC TRUIST FINL CORP 0.1%
Value ($000) $390 Shares 8,539 Est. Cost $35.13 Unrealized +26.2%
FDEC FT VEST US EQUITY BUFFERETF 0.1%
Value ($000) $384 Shares 7,798 Est. Cost $44.28 Unrealized
FDN FIRST TRUST INTERNET INDEX CF ETF 0.1%
Value ($000) $384 Shares 1,372 Est. Cost $201.27 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $379 Shares 7,842 Est. Cost $33.99 Unrealized +36.4%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.1%
Value ($000) $377 Shares 2,806 Est. Cost $60.95 Unrealized
GSEP FT VEST US EQT MDRT BFR ETF 0.1%
Value ($000) $371 Shares 9,731 Est. Cost $35.55 Unrealized
GJAN FT VEST US EQTY MOD BUFRETF 0.1%
Value ($000) $369 Shares 8,849 Est. Cost $36.26 Unrealized
EBND SPDR BLOOMBG EMG MRKT LCL BND ETF 0.1%
Value ($000) $361 Shares 16,890 Est. Cost $26.00 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $359 Shares 1,018 Est. Cost $478.55 Unrealized -25.0%
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $346 Shares 3,627 Est. Cost $131.53 Unrealized
VCIT VANGUARD INTERMEDIATE TERM COR ETF 0.1%
Value ($000) $344 Shares 4,095 Est. Cost $93.20 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $338 Shares 1,029 Est. Cost $207.82 Unrealized
FEP FIRST TRUST EUROPE ALPHADEX ETF 0.1%
Value ($000) $336 Shares 6,556 Est. Cost $37.91 Unrealized
FID FIRST TRUST S&P INTERNATIONAL DI ETF 0.1%
Value ($000) $324 Shares 16,425 Est. Cost $15.62 Unrealized
TIPX SPDR BLOOMBERG 1 10 YR TIPS ETF 0.1%
Value ($000) $323 Shares 16,741 Est. Cost $20.44 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $322 Shares 3,690 Est. Cost $76.22 Unrealized
L LOEWS CORP 0.1%
Value ($000) $319 Shares 3,180 Est. Cost $94.44 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $319 Shares 3,421 Est. Cost $70.10 Unrealized +24.3%
ABNB AIRBNB INC CLASS A 0.1%
Value ($000) $316 Shares 2,603 Est. Cost $129.37 Unrealized 0.0%
FAAR FT ALTERNATIVE ABSLT RTRN STRTGY ETF 0.1%
Value ($000) $315 Shares 10,346 Est. Cost $28.45 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $311 Shares 1,316 Est. Cost $178.69 Unrealized +24.9%
AMD ADVANCED MICRO DEVIC 0.1%
Value ($000) $311 Shares 1,920 Est. Cost $118.17 Unrealized +36.6%
GDEC FT VEST US EQT MODRT BFRETF 0.1%
Value ($000) $310 Shares 8,464 Est. Cost $33.20 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $309 Shares 4,577 Est. Cost $45.69 Unrealized +39.8%
XIMR FT VEST US EQUITY BUFFERPREM ETF 0.1%
Value ($000) $305 Shares 9,755 Est. Cost $31.22 Unrealized
XISE FT VST US EQT BR RPM INCETF 0.1%
Value ($000) $299 Shares 9,883 Est. Cost $30.53 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $296 Shares 1,925 Est. Cost $127.60 Unrealized +21.4%
WMB WILLIAMS COS INC 0.1%
Value ($000) $294 Shares 4,643 Est. Cost $42.78 Unrealized +35.2%
SPHY SPDR PORTFOLIO HIGH YIELD BND ETF 0.1%
Value ($000) $292 Shares 12,216 Est. Cost $25.47 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $292 Shares 391 Est. Cost $622.36 Unrealized
LAMR LAMAR ADVERTISING CO NEWREIT 0.1%
Value ($000) $290 Shares 2,365 Est. Cost $99.00 Unrealized
AIRR FT RBA AMERICAN IND RENAISSANCE ETF 0.1%
Value ($000) $287 Shares 2,965 Est. Cost $96.68 Unrealized
GMAY FT VEST US EQT MDRT BFR ETF 0.1%
Value ($000) $286 Shares 7,073 Est. Cost $35.01 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $286 Shares 11,211 Est. Cost $28.71 Unrealized -15.9%
XEL XCEL ENERGY INC 0.1%
Value ($000) $279 Shares 3,454 Est. Cost $56.77 Unrealized +25.7%
XIDE FT VEST US EQT BFR INC ETF 0.1%
Value ($000) $278 Shares 9,164 Est. Cost $30.47 Unrealized
FEM FT EMERGING MARKETS ALPHADEX ETF 0.1%
Value ($000) $277 Shares 10,211 Est. Cost $21.86 Unrealized
GOCT FT VEST US EQTY MOD BUFRETF 0.1%
Value ($000) $276 Shares 7,206 Est. Cost $34.99 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $276 Shares 3,652 Est. Cost $66.03 Unrealized +9.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $275 Shares 2,224 Est. Cost $88.31 Unrealized +35.7%
VEEV VEEVA SYS INC CLASS A 0.1%
Value ($000) $274 Shares 921 Est. Cost $228.77 Unrealized +23.0%
SUSC ISHARES TRU ESG AWR USD CORP BND ETF 0.1%
Value ($000) $268 Shares 11,379 Est. Cost $23.56 Unrealized
AFSM FIRST TRUST ACTIV FCT SML CAP ETF 0.1%
Value ($000) $267 Shares 8,174 Est. Cost $32.71 Unrealized
MMM 3M CO 0.1%
Value ($000) $267 Shares 1,722 Est. Cost $117.40 Unrealized +30.4%
ABT ABBOTT LABS 0.1%
Value ($000) $266 Shares 1,983 Est. Cost $96.68 Unrealized +35.1%
EAGG ISHARES ESG AWARE US AGGRGT BND ETF 0.1%
Value ($000) $263 Shares 5,478 Est. Cost $48.03 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $260 Shares 241 Est. Cost $930.36 Unrealized 0.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.1%
Value ($000) $260 Shares 4,663 Est. Cost $42.28 Unrealized
FJP FIRST TRUST JAPAN ALPHADEX ETF 0.1%
Value ($000) $258 Shares 3,956 Est. Cost $55.22 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $258 Shares 2,563 Est. Cost $64.52 Unrealized +53.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $256 Shares 1,650 Est. Cost $126.32 Unrealized +20.6%
NFLX NETFLIX INC 0.1%
Value ($000) $253 Shares 211 Est. Cost $114.86 Unrealized +6.3%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $253 Shares 2,127 Est. Cost $109.42 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $244 Shares 488 Est. Cost $446.12 Unrealized +0.5%
GOOGL ALPHABET INC CLASS CLASS A 0.1%
Value ($000) $242 Shares 996 Est. Cost $209.20 Unrealized 0.0%
APH AMPHENOL CORP NEW CLASS A 0.1%
Value ($000) $242 Shares 1,953 Est. Cost $109.40 Unrealized 0.0%
SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF 0.1%
Value ($000) $237 Shares 9,445 Est. Cost $38.50 Unrealized
XJUL FT VEST US EQT ENHC MDRTETF 0.1%
Value ($000) $227 Shares 5,927 Est. Cost $34.94 Unrealized
DJAN FT VEST US EQUITY DEEP BUF ETF 0.1%
Value ($000) $224 Shares 5,321 Est. Cost $32.14 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERG ETF 0.1%
Value ($000) $224 Shares 5,841 Est. Cost $38.29 Unrealized
FISV FISERV INC 0.1%
Value ($000) $222 Shares 1,719 Est. Cost $178.40 Unrealized -19.7%
AVGO BROADCOM INC 0.1%
Value ($000) $216 Shares 654 Est. Cost $305.74 Unrealized 0.0%
FTXO FIRST TRUST NASDAQ BANK ETF 0.1%
Value ($000) $214 Shares 6,005 Est. Cost $35.60 Unrealized
WBD WARNER BROS DISCOVERY IN 0.1%
Value ($000) $213 Shares 10,925 Est. Cost $7.81 Unrealized +74.3%
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $213 Shares 4,940 Est. Cost $43.16 Unrealized
XMAR FT VST US EQY MOD BUFFERETF 0.1%
Value ($000) $208 Shares 5,315 Est. Cost $38.29 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.1%
Value ($000) $204 Shares 7,934 Est. Cost $25.71 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECH ID ETF 0.1%
Value ($000) $204 Shares 1,137 Est. Cost $179.29 Unrealized
FMHI FIRST TRUST MUNCPL HIGH INCOM ETF 0.1%
Value ($000) $203 Shares 4,280 Est. Cost $49.40 Unrealized
ADP AUTOMATIC DATA PROCESSIN 0.1%
Value ($000) $203 Shares 692 Est. Cost $297.80 Unrealized 0.0%
GJUN FT VEST US EQT MODRT BFRETF 0.1%
Value ($000) $202 Shares 5,203 Est. Cost $38.88 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $200 Shares 731 Est. Cost $270.32 Unrealized 0.0%
MRK MERCK & CO. INC. 0.1%
Value ($000) $200 Shares 2,383 Est. Cost $81.01 Unrealized 0.0%
FDD FIRST TRST STOXX EUR SELDVD INC ETF 0.1%
Value ($000) $197 Shares 12,173 Est. Cost $11.87 Unrealized
SITS SOUTHERN ITS INTL INC 0.0%
Value ($000) $20 Shares 500,000 Est. Cost $0.04 Unrealized +0.0%