DAVENPORT & Co LLC Diversified Active

Location: RICHMOND, VA

CIK: 0000887777 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: Apr 15, 2026

Total Value ($000): $18,386,314 (100.0% shares, 0.0% debt)

Holdings (1,302)

New Positions (105)

SPY STATE STR SPDR S&P 500 ETF T 0.8%
Value ($000) $153,090 Shares 235,400 Est. Cost $9730.65 Unrealized
FXY INVESCO CURRENCYSHARES 0.6%
Value ($000) $108,027 Shares 1,866,400 Est. Cost Unrealized
TLT ISHARES TR 0.3%
Value ($000) $60,674 Shares 699,900 Est. Cost $99.18 Unrealized
TKO TKO GROUP HOLDINGS INC 0.2%
Value ($000) $32,203 Shares 159,699 Est. Cost $205.58 Unrealized 0.0%
CNS COHEN & STEERS INC 0.1%
Value ($000) $26,363 Shares 421,469 Est. Cost $66.09 Unrealized 0.0%
FWONK LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $25,404 Shares 298,805 Est. Cost $85.02 Unrealized
VSNT VERSANT MEDIA GROUP INC 0.1%
Value ($000) $23,664 Shares 639,238 Est. Cost $32.14 Unrealized 0.0%
COHU COHU INC 0.0%
Value ($000) $7,999 Shares 261,243 Est. Cost $29.28 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $6,172 Shares 31,297 Est. Cost $190.39 Unrealized 0.0%
AMCR AMCOR PLC 0.0%
Value ($000) $4,955 Shares 124,658 Est. Cost $45.83 Unrealized 0.0%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3,732 Shares 66,995 Est. Cost $55.71 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3,477 Shares 62,812 Est. Cost $55.35 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $3,178 Shares 141,446 Est. Cost $20.06 Unrealized 0.0%
SNDK SANDISK CORP 0.0%
Value ($000) $1,899 Shares 2,989 Est. Cost $516.50 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $1,891 Shares 20,985 Est. Cost $92.65 Unrealized 0.0%
BATT AMPLIFY ETF TR 0.0%
Value ($000) $1,845 Shares 123,881 Est. Cost $14.89 Unrealized
PL PLANET LABS PBC 0.0%
Value ($000) $1,548 Shares 55,372 Est. Cost $24.28 Unrealized 0.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $1,393 Shares 48,529 Est. Cost $28.71 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $1,381 Shares 4,000 Est. Cost $178.92 Unrealized +91.8%
PJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $1,380 Shares 29,914 Est. Cost $46.13 Unrealized
BRC BRADY CORP 0.0%
Value ($000) $1,162 Shares 14,298 Est. Cost $87.64 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,103 Shares 37,940 Est. Cost $29.08 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $1,032 Shares 3,198 Est. Cost $270.51 Unrealized 0.0%
R RYDER SYS INC 0.0%
Value ($000) $904 Shares 4,415 Est. Cost $203.09 Unrealized 0.0%
IEZ ISHARES TR 0.0%
Value ($000) $886 Shares 30,610 Est. Cost $28.95 Unrealized
VICR VICOR CORP 0.0%
Value ($000) $878 Shares 5,455 Est. Cost $157.11 Unrealized 0.0%
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $846 Shares 17,305 Est. Cost $48.86 Unrealized
EMEQ NOMURA ETF TR 0.0%
Value ($000) $836 Shares 18,535 Est. Cost $45.10 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $786 Shares 34,328 Est. Cost $22.91 Unrealized
PVH PVH CORPORATION 0.0%
Value ($000) $767 Shares 11,000 Est. Cost $77.04 Unrealized -14.2%
PBR PETROLEO BRASILEIRO S A 0.0%
Value ($000) $702 Shares 33,822 Est. Cost $20.75 Unrealized
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $699 Shares 19,700 Est. Cost $50.64 Unrealized +0.1%
TSN TYSON FOODS INC 0.0%
Value ($000) $641 Shares 10,000 Est. Cost $60.19 Unrealized +3.5%
BJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $630 Shares 11,817 Est. Cost $53.33 Unrealized
ECO OKEANIS ECO TANKERS COR 0.0%
Value ($000) $617 Shares 12,190 Est. Cost $41.08 Unrealized 0.0%
VPG VISHAY PRECISION GROUP INC 0.0%
Value ($000) $616 Shares 14,195 Est. Cost $46.22 Unrealized 0.0%
CIEN CIENA CORP 0.0%
Value ($000) $608 Shares 1,566 Est. Cost $270.92 Unrealized 0.0%
OSK OSHKOSH CORP 0.0%
Value ($000) $589 Shares 4,000 Est. Cost $108.71 Unrealized +45.4%
TTMI TTM TECHNOLOGIES INC 0.0%
Value ($000) $584 Shares 5,990 Est. Cost $93.41 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $576 Shares 30,000 Est. Cost $28.64 Unrealized -31.0%
WAT WATERS CORP 0.0%
Value ($000) $569 Shares 1,910 Est. Cost $367.10 Unrealized 0.0%
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $534 Shares 6,143 Est. Cost $86.93 Unrealized
OFRM ONCE UPON A FARM PBC 0.0%
Value ($000) $534 Shares 32,645 Est. Cost $16.35 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $469 Shares 18,698 Est. Cost $25.10 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $451 Shares 9,660 Est. Cost $43.99 Unrealized 0.0%
CGSM CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $441 Shares 16,764 Est. Cost $26.28 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $439 Shares 2,771 Est. Cost $158.60 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $430 Shares 32,306 Est. Cost $16.77 Unrealized 0.0%
IDEF BLACKROCK ETF TRUST 0.0%
Value ($000) $427 Shares 13,053 Est. Cost $32.72 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.0%
Value ($000) $415 Shares 22,200 Est. Cost $22.86 Unrealized 0.0%
BLCR BLACKROCK ETF TRUST 0.0%
Value ($000) $397 Shares 9,675 Est. Cost $41.06 Unrealized
ISSC INNOVATIVE SOLUTIONS & SUPPO 0.0%
Value ($000) $390 Shares 19,000 Est. Cost $20.80 Unrealized 0.0%
THORNBURG INCM BUILDER OPP T 0.0%
Value ($000) $386 Shares 18,250 Est. Cost $21.15 Unrealized
ATI ATI INC 0.0%
Value ($000) $377 Shares 2,590 Est. Cost $131.64 Unrealized 0.0%
RARE ULTRAGENYX PHARMACEUTICAL IN 0.0%
Value ($000) $367 Shares 17,500 Est. Cost $23.36 Unrealized 0.0%
FPAG INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $366 Shares 10,094 Est. Cost $36.28 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $358 Shares 14,440 Est. Cost $24.80 Unrealized
PNFP PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $357 Shares 4,143 Est. Cost $97.40 Unrealized 0.0%
NVT NVENT ELEC PLC 0.0%
Value ($000) $354 Shares 2,996 Est. Cost $112.33 Unrealized 0.0%
VIK VIKING HOLDINGS LTD 0.0%
Value ($000) $354 Shares 4,813 Est. Cost $73.78 Unrealized 0.0%
VOYG VOYAGER TECHNOLOGIES INC 0.0%
Value ($000) $353 Shares 15,100 Est. Cost $30.02 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $348 Shares 12,400 Est. Cost $24.03 Unrealized +8.9%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $338 Shares 9,185 Est. Cost $35.18 Unrealized 0.0%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $337 Shares 1,107 Est. Cost $336.02 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $336 Shares 7,790 Est. Cost $40.01 Unrealized 0.0%
JD JD.COM INC 0.0%
Value ($000) $323 Shares 10,918 Est. Cost $29.57 Unrealized
BKLC BNY MELLON ETF TRUST 0.0%
Value ($000) $313 Shares 2,511 Est. Cost $124.81 Unrealized
BCI ABRDN ETFS 0.0%
Value ($000) $313 Shares 12,902 Est. Cost $24.29 Unrealized
TOUS T ROWE PRICE ETF INC 0.0%
Value ($000) $311 Shares 8,995 Est. Cost $34.54 Unrealized
BILS SPDR SERIES TRUST 0.0%
Value ($000) $303 Shares 3,051 Est. Cost $99.44 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $302 Shares 7,902 Est. Cost $38.26 Unrealized
HLNE HAMILTON LANE INC 0.0%
Value ($000) $302 Shares 3,034 Est. Cost $135.66 Unrealized 0.0%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $297 Shares 8,939 Est. Cost $33.22 Unrealized
ROIV ROIVANT SCIENCES LTD 0.0%
Value ($000) $294 Shares 10,600 Est. Cost $24.17 Unrealized 0.0%
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $292 Shares 3,159 Est. Cost $100.90 Unrealized 0.0%
IBTG ISHARES TR 0.0%
Value ($000) $292 Shares 12,752 Est. Cost $22.92 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $291 Shares 12,961 Est. Cost $22.43 Unrealized
SM SM ENERGY COMPANY 0.0%
Value ($000) $285 Shares 9,142 Est. Cost $19.89 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $270 Shares 3,992 Est. Cost $67.59 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $267 Shares 1,826 Est. Cost $136.80 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $260 Shares 6,118 Est. Cost $26.43 Unrealized 0.0%
IXUS ISHARES TR 0.0%
Value ($000) $257 Shares 2,970 Est. Cost $86.64 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $255 Shares 2,196 Est. Cost $116.12 Unrealized
MIRM MIRUM PHARMACEUTICALS INC 0.0%
Value ($000) $245 Shares 2,650 Est. Cost $96.57 Unrealized 0.0%
GVAL CAMBRIA ETF TR 0.0%
Value ($000) $239 Shares 7,206 Est. Cost $33.17 Unrealized
GSL GLOBAL SHIP LEASE INC 0.0%
Value ($000) $238 Shares 6,380 Est. Cost $37.10 Unrealized 0.0%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $230 Shares 3,540 Est. Cost $64.97 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $229 Shares 1,100 Est. Cost $126.83 Unrealized +78.8%
IBID ISHARES TR 0.0%
Value ($000) $229 Shares 8,770 Est. Cost $26.12 Unrealized
LDRI ISHARES TR 0.0%
Value ($000) $229 Shares 8,991 Est. Cost $25.46 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $215 Shares 2,038 Est. Cost $105.55 Unrealized
BMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $213 Shares 4,050 Est. Cost $52.49 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $211 Shares 3,239 Est. Cost $72.57 Unrealized 0.0%
NWE NORTHWESTERN ENERGY GROUP IN 0.0%
Value ($000) $211 Shares 3,199 Est. Cost $67.82 Unrealized 0.0%
EMDM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $209 Shares 5,949 Est. Cost $35.06 Unrealized
HECA ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $208 Shares 7,200 Est. Cost $28.87 Unrealized
GATX GATX CORP 0.0%
Value ($000) $207 Shares 1,215 Est. Cost $184.07 Unrealized 0.0%
DLN WISDOMTREE TR 0.0%
Value ($000) $206 Shares 2,308 Est. Cost $89.33 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $204 Shares 501 Est. Cost $376.45 Unrealized 0.0%
SUNB SUNBELT RENTALS HOLDINGS INC 0.0%
Value ($000) $203 Shares 3,119 Est. Cost $65.09 Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $202 Shares 6,708 Est. Cost $30.15 Unrealized
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $166 Shares 11,559 Est. Cost $18.59 Unrealized 0.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $128 Shares 21,685 Est. Cost $6.55 Unrealized 0.0%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $98 Shares 11,086 Est. Cost $9.28 Unrealized 0.0%
PROP PRAIRIE OPER CO 0.0%
Value ($000) $61 Shares 30,200 Est. Cost $1.82 Unrealized 0.0%

Increased Positions (535)

CEG CONSTELLATION ENERGY CORP 0.5%
Value ($000) $96,675 (+2251.4%) Shares 346,194 (+2874.7%) Est. Cost $299.27 Unrealized +0.6%
MSFT MICROSOFT CORP 2.0%
Value ($000) $375,460 (-19.2%) Shares 1,019,079 (+6.2%) Est. Cost $142.93 Unrealized +204.1%
CSCO CISCO SYS INC 0.6%
Value ($000) $101,299 (+374.3%) Shares 1,307,768 (+371.7%) Est. Cost $68.10 Unrealized +14.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $346,891 (+28.5%) Shares 725,245 (+35.1%) Est. Cost $262.76 Unrealized +87.8%
UNP UNION PAC CORP 1.0%
Value ($000) $182,022 (+60.2%) Shares 753,020 (+53.5%) Est. Cost $180.92 Unrealized +34.5%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $71,148 (+578.2%) Shares 366,479 (+506.2%) Est. Cost $193.14 Unrealized +6.8%
WY WEYERHAEUSER CO 0.3%
Value ($000) $60,616 (+4110.4%) Shares 2,483,305 (+3986.3%) Est. Cost $23.77 Unrealized +0.1%
EMN EASTMAN CHEM CO 0.5%
Value ($000) $97,344 (+146.2%) Shares 1,275,477 (+106.3%) Est. Cost $67.05 Unrealized +8.5%
RYN RAYONIER INC 0.3%
Value ($000) $52,354 (+5874.6%) Shares 2,540,152 (+6175.9%) Est. Cost $20.63 Unrealized
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $154,431 (-24.2%) Shares 779,549 (+2.8%) Est. Cost $214.24 Unrealized +18.2%
HQY HEALTHEQUITY INC 0.5%
Value ($000) $84,860 (+133.3%) Shares 1,015,434 (+157.5%) Est. Cost $78.07 Unrealized +6.5%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $157,747 (+37.3%) Shares 5,486,348 (+33.7%) Est. Cost $34.30 Unrealized -13.1%
WSO WATSCO INC 1.1%
Value ($000) $198,367 (+24.5%) Shares 545,278 (+16.0%) Est. Cost $243.29 Unrealized +61.2%
KNSL KINSALE CAP GROUP INC 1.0%
Value ($000) $182,234 (-12.6%) Shares 536,948 (+1.3%) Est. Cost $338.92 Unrealized +16.1%
DHR DANAHER CORP DEL 0.7%
Value ($000) $129,954 (-14.9%) Shares 690,154 (+3.6%) Est. Cost $91.40 Unrealized +145.8%
CARR CARRIER GLOBAL CORPORATION 0.4%
Value ($000) $73,598 (+40.6%) Shares 1,307,008 (+32.6%) Est. Cost $54.90 Unrealized +8.7%
KMX CARMAX INC 0.1%
Value ($000) $25,619 (+383.1%) Shares 616,133 (+349.0%) Est. Cost $51.42 Unrealized -12.7%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $100,317 (-16.0%) Shares 641,035 (+4.4%) Est. Cost $210.14 Unrealized -20.1%
VIG VANGUARD SPECIALIZED FUNDS 1.0%
Value ($000) $183,618 (+9.8%) Shares 853,798 (+12.2%) Est. Cost $5055.52 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $377,496 (+4.1%) Shares 1,493,123 (+12.0%) Est. Cost $138.74 Unrealized +89.4%
MRSH MARSH & MCLENNAN COS INC 0.6%
Value ($000) $110,202 (+15.5%) Shares 634,227 (+23.6%) Est. Cost $176.19 Unrealized +2.9%
AON AON PLC 0.6%
Value ($000) $108,908 (+14.3%) Shares 337,041 (+25.1%) Est. Cost $245.00 Unrealized +37.2%
IEFA ISHARES TR 0.5%
Value ($000) $82,868 (+18.2%) Shares 915,375 (+16.8%) Est. Cost $2770.50 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $90,718 (+15.3%) Shares 583,032 (+6.4%) Est. Cost $140.94 Unrealized +9.8%
CHTR CHARTER COMMUNICATIONS INC 0.1%
Value ($000) $13,154 (+558.8%) Shares 60,934 (+539.0%) Est. Cost $227.64 Unrealized -6.1%
VRRM VERRA MOBILITY CORP 0.1%
Value ($000) $19,390 (-33.8%) Shares 1,356,925 (+4.6%) Est. Cost $17.31 Unrealized +16.6%
DFAS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $53,679 (+21.9%) Shares 754,654 (+19.4%) Est. Cost $64.11 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $68,033 (+15.8%) Shares 396,854 (+6.2%) Est. Cost $232.14 Unrealized -24.8%
MDT MEDTRONIC PLC 0.5%
Value ($000) $93,828 (-8.1%) Shares 1,085,899 (+2.3%) Est. Cost $82.38 Unrealized +20.8%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $64,456 (+14.7%) Shares 224,445 (+15.9%) Est. Cost $1961.08 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $23,507 (+49.2%) Shares 66,048 (+33.7%) Est. Cost $238.53 Unrealized +48.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.1%
Value ($000) $25,285 (-22.4%) Shares 129,139 (+1.8%) Est. Cost $131.96 Unrealized +70.5%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $215,088 (-3.3%) Shares 801,710 (+19.2%) Est. Cost $374.39 Unrealized -17.5%
EZM WISDOMTREE TR 0.3%
Value ($000) $48,593 (+17.4%) Shares 722,893 (+16.7%) Est. Cost $2284.02 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $49,662 (+16.4%) Shares 335,331 (+12.8%) Est. Cost $119.35 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $30,527 (+27.0%) Shares 608,098 (+3.1%) Est. Cost $38.74 Unrealized +13.1%
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $97,815 (+7.0%) Shares 1,247,485 (+7.6%) Est. Cost $114.94 Unrealized
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $12,842 (+96.7%) Shares 448,081 (+97.9%) Est. Cost $28.68 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $14,608 (+72.4%) Shares 295,103 (+72.7%) Est. Cost $49.54 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $33,181 (+22.1%) Shares 244,482 (+9.4%) Est. Cost $115.39 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $20,435 (-22.4%) Shares 138,911 (+2.8%) Est. Cost $103.09 Unrealized +64.5%
FNDX SCHWAB STRATEGIC TR 0.2%
Value ($000) $30,777 (+23.4%) Shares 1,105,098 (+20.5%) Est. Cost $26.04 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $49,246 (-10.5%) Shares 467,402 (+4.7%) Est. Cost $133.81 Unrealized -0.2%
UPS UNITED PARCEL SVCS INC 0.5%
Value ($000) $89,045 (+6.9%) Shares 912,889 (+8.8%) Est. Cost $117.53 Unrealized -6.5%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $23,111 (+32.8%) Shares 120,428 (+32.6%) Est. Cost $156.84 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $41,363 (+15.0%) Shares 765,278 (+14.4%) Est. Cost $3235.08 Unrealized
NOW SERVICENOW INC 0.5%
Value ($000) $84,122 (-6.0%) Shares 803,794 (+37.8%) Est. Cost $149.09 Unrealized -18.7%
SPSM SPDR SERIES TRUST 0.2%
Value ($000) $41,960 (+14.0%) Shares 868,384 (+10.5%) Est. Cost $41.36 Unrealized
OKTA OKTA INC 0.4%
Value ($000) $70,062 (+7.8%) Shares 890,132 (+19.0%) Est. Cost $97.16 Unrealized -11.3%
IEUR ISHARES TR 0.0%
Value ($000) $6,657 (+298.6%) Shares 94,731 (+302.7%) Est. Cost $67.19 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $10,866 (+84.4%) Shares 25,038 (+62.9%) Est. Cost $355.40 Unrealized +17.0%
MRK MERCK & CO INC 0.2%
Value ($000) $32,440 (+18.1%) Shares 269,725 (+3.3%) Est. Cost $84.57 Unrealized +35.1%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $61,527 (-7.3%) Shares 140,862 (+3.6%) Est. Cost $16425.27 Unrealized
LLYVK LIBERTY LIVE HOLDINGS INC 0.1%
Value ($000) $18,492 (+33.3%) Shares 196,490 (+18.0%) Est. Cost $85.99 Unrealized +0.8%
CGIC CAPITAL GROUP INTERNATIONAL 0.0%
Value ($000) $5,329 (+535.6%) Shares 160,942 (+523.9%) Est. Cost $33.01 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $60,684 (+8.0%) Shares 309,295 (+5.1%) Est. Cost $11774.18 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $36,447 (-10.5%) Shares 39,713 (+4.8%) Est. Cost $297.80 Unrealized +251.6%
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value ($000) $4,804 (+591.3%) Shares 289,205 (+524.3%) Est. Cost $16.35 Unrealized
IWY ISHARES TR 0.3%
Value ($000) $55,217 (+7.9%) Shares 221,899 (+20.1%) Est. Cost $201.32 Unrealized
SJNK SPDR SERIES TRUST 0.2%
Value ($000) $34,032 (+13.4%) Shares 1,362,366 (+15.0%) Est. Cost $25.31 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $9,685 (+70.8%) Shares 83,657 (+55.6%) Est. Cost $99.23 Unrealized +10.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $30,494 (+15.1%) Shares 232,880 (+3.0%) Est. Cost $72.34 Unrealized +67.1%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value ($000) $27,766 (+16.7%) Shares 82,159 (+4.9%) Est. Cost $125.27 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $37,771 (+11.3%) Shares 333,817 (+34.5%) Est. Cost $124.35 Unrealized +8.4%
SCHR SCHWAB STRATEGIC TR 0.2%
Value ($000) $37,473 (+11.3%) Shares 1,504,342 (+12.0%) Est. Cost $32.12 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.3%
Value ($000) $53,686 (-6.3%) Shares 4,684,670 (+5.1%) Est. Cost $12.37 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $13,974 (+34.2%) Shares 242,427 (+25.3%) Est. Cost $38.79 Unrealized +49.9%
TSLA TESLA INC 0.1%
Value ($000) $18,327 (-16.2%) Shares 49,300 (+1.4%) Est. Cost $235.18 Unrealized +81.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $3,802 (+766.3%) Shares 20,038 (+921.3%) Est. Cost $205.86 Unrealized -1.0%
INTU INTUIT 0.0%
Value ($000) $8,962 (-26.9%) Shares 20,726 (+12.0%) Est. Cost $459.34 Unrealized +8.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $8,467 (+55.6%) Shares 116,331 (+28.5%) Est. Cost $32.30 Unrealized +105.4%
CGIE CAPITAL GROUP INTERNATIONAL 0.0%
Value ($000) $3,608 (+500.4%) Shares 106,678 (+518.1%) Est. Cost $33.98 Unrealized
SFD SMITHFIELD FOODS INC 0.1%
Value ($000) $11,321 (+35.4%) Shares 408,012 (+8.9%) Est. Cost $21.44 Unrealized +10.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $12,331 (+30.2%) Shares 36,499 (+10.0%) Est. Cost $127.60 Unrealized +203.3%
DFCF DIMENSIONAL ETF TRUST 0.1%
Value ($000) $22,393 (+14.5%) Shares 530,394 (+15.4%) Est. Cost $41.94 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $19,909 (+15.6%) Shares 648,939 (+3.3%) Est. Cost $34.86 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $3,284 (+443.2%) Shares 12,140 (+246.0%) Est. Cost $204.73 Unrealized +22.7%
FEOE RBB FUND TRUST 0.0%
Value ($000) $7,296 (+57.0%) Shares 144,580 (+50.5%) Est. Cost $44.50 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $7,684 (+50.6%) Shares 8,803 (+12.8%) Est. Cost $286.63 Unrealized +157.1%
CME CME GROUP INC 0.1%
Value ($000) $9,342 (+38.0%) Shares 31,629 (+27.6%) Est. Cost $242.54 Unrealized +19.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $7,451 (+51.6%) Shares 30,496 (+1.0%) Est. Cost $48.72 Unrealized +279.1%
RDDT REDDIT INC 0.0%
Value ($000) $3,858 (-39.5%) Shares 28,652 (+3.3%) Est. Cost $117.55 Unrealized +61.3%
DVY ISHARES TR 0.1%
Value ($000) $15,680 (+19.1%) Shares 103,563 (+11.0%) Est. Cost $7695.10 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $8,200 (+40.8%) Shares 89,016 (+71.5%) Est. Cost $111.23 Unrealized -8.3%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $13,285 (+21.7%) Shares 348,085 (+2.3%) Est. Cost $24.40 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $8,047 (+41.0%) Shares 174,675 (+41.6%) Est. Cost $46.19 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $24,086 (+10.2%) Shares 320,974 (+8.0%) Est. Cost $3591.09 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $14,131 (+18.3%) Shares 44,048 (+23.7%) Est. Cost $7157.54 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $6,534 (+49.8%) Shares 128,979 (+32.4%) Est. Cost $41.75 Unrealized +12.8%
BX BLACKSTONE INC 0.0%
Value ($000) $6,655 (-24.0%) Shares 57,876 (+1.9%) Est. Cost $89.35 Unrealized +57.7%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,287 (+756.7%) Shares 45,768 (+677.4%) Est. Cost $52.11 Unrealized
CVX CHEVRON CORPORATION 0.0%
Value ($000) $4,717 (+74.9%) Shares 22,800 (+28.8%) Est. Cost $104.42 Unrealized +64.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $8,720 (+29.9%) Shares 97,335 (+22.1%) Est. Cost $77.24 Unrealized +21.2%
KLAC KLA CORP 0.0%
Value ($000) $9,075 (+28.3%) Shares 6,163 (+5.9%) Est. Cost $478.34 Unrealized +205.6%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $4,805 (+67.0%) Shares 74,977 (+62.8%) Est. Cost $2340.14 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $7,367 (+34.8%) Shares 81,480 (+9.6%) Est. Cost $66.04 Unrealized +18.9%
STT STATE STR CORP 0.0%
Value ($000) $4,290 (+76.9%) Shares 33,901 (+80.3%) Est. Cost $114.17 Unrealized +14.1%
STC STEWART INFORMATION SVCS COR 0.1%
Value ($000) $23,862 (-7.1%) Shares 390,532 (+6.8%) Est. Cost $54.55 Unrealized +25.3%
AMLP ALPS ETF TR 0.1%
Value ($000) $9,429 (+23.6%) Shares 179,130 (+10.4%) Est. Cost $43.04 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $5,002 (+55.6%) Shares 25,011 (+78.2%) Est. Cost $216.18 Unrealized +4.5%
GLW CORNING INC 0.0%
Value ($000) $4,457 (+66.6%) Shares 32,776 (+7.3%) Est. Cost $51.93 Unrealized +115.1%
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2,137 (+441.3%) Shares 19,293 (+380.4%) Est. Cost $104.08 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $2,017 (+576.6%) Shares 4,346 (+607.8%) Est. Cost $513.32 Unrealized +2.6%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $8,691 (+23.3%) Shares 148,637 (+19.4%) Est. Cost $152.11 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $5,582 (+40.3%) Shares 48,604 (+6.6%) Est. Cost $108.89 Unrealized -12.1%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5,926 (+36.8%) Shares 117,087 (+36.7%) Est. Cost $50.48 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $66,849 (+2.4%) Shares 843,308 (+3.0%) Est. Cost $1274.28 Unrealized
FLOT ISHARES TR 0.4%
Value ($000) $75,507 (+2.1%) Shares 1,482,008 (+2.0%) Est. Cost $8925.94 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $12,498 (+14.4%) Shares 445,153 (+1.5%) Est. Cost $24.03 Unrealized +8.9%
PFFA ETFIS SER TR I 0.0%
Value ($000) $3,569 (+78.1%) Shares 175,295 (+88.5%) Est. Cost $21.38 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $1,937 (+397.7%) Shares 11,863 (+580.2%) Est. Cost $197.15 Unrealized +0.3%
STUB STUBHUB HLDGS INC 0.0%
Value ($000) $8,435 (-15.4%) Shares 1,351,810 (+83.4%) Est. Cost $14.05 Unrealized -14.2%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $34,889 (-4.2%) Shares 262,523 (+3.8%) Est. Cost $1206.11 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $12,736 (+13.3%) Shares 153,910 (+14.6%) Est. Cost $12268.43 Unrealized
JBI JANUS INTERNATIONAL GROUP IN 0.1%
Value ($000) $13,539 (-9.9%) Shares 2,628,894 (+15.3%) Est. Cost $11.07 Unrealized -36.7%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $1,904 (+353.2%) Shares 2,710 (+137.7%) Est. Cost $378.67 Unrealized +23.4%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $207,100 (-0.7%) Shares 346,582 (+4.2%) Est. Cost $8614.75 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $12,774 (+13.0%) Shares 412,608 (+9.8%) Est. Cost $943.19 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $24,721 (+6.3%) Shares 171,153 (+5.4%) Est. Cost $86.68 Unrealized +75.1%
PYLD PIMCO ETF TR 0.1%
Value ($000) $13,630 (+11.7%) Shares 520,240 (+13.7%) Est. Cost $26.40 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $14,464 (+10.9%) Shares 187,400 (+11.9%) Est. Cost $810.16 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $3,833 (+54.8%) Shares 15,511 (+2.0%) Est. Cost $120.51 Unrealized +57.7%
BOW BOWHEAD SPECIALTY HLDGS INC 0.0%
Value ($000) $6,559 (-16.4%) Shares 294,801 (+7.3%) Est. Cost $32.90 Unrealized -23.8%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $1,800 (+248.6%) Shares 1,305 (+136.0%) Est. Cost $901.55 Unrealized +32.7%
APH AMPHENOL CORP 0.1%
Value ($000) $9,954 (+14.7%) Shares 78,780 (+22.9%) Est. Cost $78.60 Unrealized +86.3%
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $9,751 (+14.1%) Shares 135,907 (+14.1%) Est. Cost $65.38 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $6,105 (+24.4%) Shares 66,155 (+25.5%) Est. Cost $91.99 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $2,167 (+122.3%) Shares 15,000 (+120.6%) Est. Cost $86.68 Unrealized +75.1%
NVS NOVARTIS AG 0.0%
Value ($000) $6,306 (+22.4%) Shares 41,281 (+10.5%) Est. Cost $8247.85 Unrealized
FEGE RBB FUND TRUST 0.0%
Value ($000) $3,292 (+50.3%) Shares 70,047 (+47.1%) Est. Cost $43.94 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $10,750 (+11.2%) Shares 204,525 (+11.9%) Est. Cost $7790.74 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $4,229 (+34.5%) Shares 122,899 (+38.1%) Est. Cost $33.73 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $5,482 (+24.4%) Shares 33,896 (+19.3%) Est. Cost $128.41 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $8,229 (+14.9%) Shares 48,738 (+14.9%) Est. Cost $166.48 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.2%
Value ($000) $28,037 (+3.9%) Shares 784,472 (+3.1%) Est. Cost $34.06 Unrealized +13.8%
SNY SANOFI SA 0.5%
Value ($000) $100,166 (+1.1%) Shares 2,094,962 (+2.6%) Est. Cost $291.59 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $3,761 (-21.8%) Shares 74,567 (+5.6%) Est. Cost $70.89 Unrealized -5.9%
COWZ PACER FDS TR 0.1%
Value ($000) $10,687 (+10.7%) Shares 170,822 (+6.5%) Est. Cost $54.71 Unrealized
CLMT CALUMET INC 0.0%
Value ($000) $1,368 (+309.7%) Shares 38,100 (+126.8%) Est. Cost $21.69 Unrealized +8.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1,624 (+173.2%) Shares 6,000 (+233.3%) Est. Cost $374.39 Unrealized -17.5%
CSX CSX CORP 0.0%
Value ($000) $7,833 (+14.9%) Shares 190,854 (+1.5%) Est. Cost $26.39 Unrealized +46.0%
IJR ISHARES TR 0.1%
Value ($000) $13,476 (+8.0%) Shares 108,403 (+4.4%) Est. Cost $8746.44 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8,763 (+12.5%) Shares 195,596 (+15.2%) Est. Cost $477.44 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.0%
Value ($000) $1,863 (+106.0%) Shares 10,450 (+115.5%) Est. Cost $151.89 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $16,091 (+6.2%) Shares 87,316 (+2.3%) Est. Cost $25569.32 Unrealized
TMSL T ROWE PRICE ETF INC 0.0%
Value ($000) $7,763 (+13.5%) Shares 211,705 (+11.1%) Est. Cost $33.46 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $11,199 (+9.0%) Shares 164,009 (+10.9%) Est. Cost $59.77 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $4,372 (+26.3%) Shares 56,697 (+23.5%) Est. Cost $69.50 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $4,081 (+28.4%) Shares 56,256 (+20.1%) Est. Cost $75.27 Unrealized -1.5%
INCM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $4,155 (+27.3%) Shares 144,519 (+24.2%) Est. Cost $27.17 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $8,540 (+11.7%) Shares 247,167 (+6.9%) Est. Cost $27.39 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $9,559 (-8.5%) Shares 5,529 (+6.6%) Est. Cost $1130.56 Unrealized +82.8%
BUL PACER FDS TR 0.0%
Value ($000) $3,546 (+33.0%) Shares 65,595 (+35.5%) Est. Cost $51.23 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $2,070 (+72.2%) Shares 21,962 (+64.4%) Est. Cost $79.97 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $4,314 (+24.4%) Shares 40,695 (+22.2%) Est. Cost $7728.54 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $2,791 (+43.3%) Shares 23,200 (+25.4%) Est. Cost $84.57 Unrealized +35.1%
IWM ISHARES TR 0.0%
Value ($000) $5,360 (+17.6%) Shares 21,611 (+16.7%) Est. Cost $15037.81 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $2,151 (+59.2%) Shares 10,878 (+49.5%) Est. Cost $133.11 Unrealized +40.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $12,317 (+6.9%) Shares 150,242 (+1.3%) Est. Cost $73.61 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,620 (+41.9%) Shares 42,767 (+3.6%) Est. Cost $1838.36 Unrealized
NEU NEWMARKET CORP 0.1%
Value ($000) $25,917 (+3.0%) Shares 40,820 (+12.3%) Est. Cost $446.94 Unrealized +48.8%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $26,568 (+2.9%) Shares 468,740 (+4.0%) Est. Cost $56.69 Unrealized
NKE NIKE INC 0.0%
Value ($000) $6,539 (-10.3%) Shares 123,807 (+8.2%) Est. Cost $73.27 Unrealized -12.7%
EQT EQT CORP 0.0%
Value ($000) $3,996 (+22.5%) Shares 62,793 (+3.2%) Est. Cost $42.26 Unrealized +30.8%
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $2,559 (+39.9%) Shares 43,538 (+20.9%) Est. Cost $27.57 Unrealized +121.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3,331 (+27.7%) Shares 4,882 (+6.8%) Est. Cost $375.64 Unrealized +79.3%
GQI NATIXIS ETF TR 0.0%
Value ($000) $8,249 (+9.5%) Shares 150,401 (+13.9%) Est. Cost $54.42 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $3,015 (+31.0%) Shares 14,266 (+27.4%) Est. Cost $136.85 Unrealized +57.3%
EWY ISHARES INC 0.0%
Value ($000) $1,867 (+61.8%) Shares 15,177 (+27.9%) Est. Cost $102.84 Unrealized
PMBS PIMCO ETF TR 0.0%
Value ($000) $1,153 (+161.4%) Shares 23,245 (+161.9%) Est. Cost $49.63 Unrealized
FLDR FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $1,001 (+232.1%) Shares 20,000 (+233.3%) Est. Cost $50.06 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $5,825 (+13.6%) Shares 102,245 (+30.4%) Est. Cost $63.43 Unrealized
DYNB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $2,859 (+31.9%) Shares 72,965 (+33.8%) Est. Cost $39.61 Unrealized
MFSI MFS ACTIVE EXCHANGE TRADED F 0.0%
Value ($000) $6,577 (+11.7%) Shares 221,313 (+14.5%) Est. Cost $27.62 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $3,143 (+27.7%) Shares 62,600 (+3.6%) Est. Cost $38.74 Unrealized +13.1%
TRP TC ENERGY CORP 0.0%
Value ($000) $5,224 (+15.0%) Shares 83,677 (+1.6%) Est. Cost $40.22 Unrealized +44.7%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $17,889 (+3.8%) Shares 238,238 (+9.3%) Est. Cost $68.63 Unrealized +19.2%
CGDG CAPITAL GROUP DIVIDEND GROWE 0.0%
Value ($000) $3,676 (+21.5%) Shares 102,398 (+20.6%) Est. Cost $35.11 Unrealized
SF STIFEL FINL CORP 0.0%
Value ($000) $3,587 (-15.2%) Shares 48,526 (+43.6%) Est. Cost $111.53 Unrealized +12.5%
CGMS CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $3,975 (+18.7%) Shares 145,964 (+20.4%) Est. Cost $26.83 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $1,149 (+117.6%) Shares 10,230 (+79.0%) Est. Cost $78.06 Unrealized +24.7%
PFF ISHARES TR 0.0%
Value ($000) $8,690 (+7.7%) Shares 286,598 (+9.9%) Est. Cost $614.18 Unrealized
INFL LISTED FDS TR 0.0%
Value ($000) $3,109 (+24.8%) Shares 59,716 (+6.6%) Est. Cost $34.85 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $21,625 (+2.9%) Shares 308,135 (+1.8%) Est. Cost $1039.97 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $1,370 (+79.0%) Shares 17,395 (+81.4%) Est. Cost $77.81 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $950 (+170.7%) Shares 8,529 (+176.9%) Est. Cost $107.72 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $808 (+285.8%) Shares 6,000 (+242.9%) Est. Cost $122.53 Unrealized +2.8%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $5,094 (+12.9%) Shares 102,101 (+13.8%) Est. Cost $51.23 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $8,290 (-6.5%) Shares 29,214 (+1.5%) Est. Cost $88.11 Unrealized +261.1%
CGMM CAPITAL GROUP EQUITY ETF TR 0.0%
Value ($000) $1,056 (+118.7%) Shares 35,983 (+114.8%) Est. Cost $29.12 Unrealized
SCHY SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,401 (+69.0%) Shares 44,253 (+59.2%) Est. Cost $30.50 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $10,281 (+5.8%) Shares 47,325 (+3.2%) Est. Cost $17563.65 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $2,550 (+28.3%) Shares 12,264 (+12.3%) Est. Cost $186.09 Unrealized +10.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $5,092 (-9.9%) Shares 59,987 (+3.0%) Est. Cost $57.27 Unrealized +60.2%
WAB WABTEC 0.0%
Value ($000) $1,097 (+104.9%) Shares 4,389 (+75.0%) Est. Cost $162.67 Unrealized +46.9%
CHRW C H ROBINSON WORLDWIDE IN 0.0%
Value ($000) $1,114 (+99.6%) Shares 6,708 (+93.3%) Est. Cost $154.04 Unrealized +17.7%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $3,487 (+18.7%) Shares 103,556 (+17.7%) Est. Cost $31.00 Unrealized +14.8%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $18,696 (-2.8%) Shares 168,647 (+3.2%) Est. Cost $84.09 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $9,584 (+5.8%) Shares 99,345 (+10.7%) Est. Cost $100.66 Unrealized +2.4%
GVI ISHARES TR 0.1%
Value ($000) $25,374 (+2.1%) Shares 237,854 (+2.7%) Est. Cost $7324.49 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $1,225 (+71.1%) Shares 16,078 (+9.1%) Est. Cost $48.60 Unrealized +34.2%
ALH ALLIANCE LAUNDRY HLDGS INC 0.0%
Value ($000) $1,169 (+76.3%) Shares 56,355 (+73.0%) Est. Cost $23.38 Unrealized -3.8%
KKR KKR & CO INC 0.0%
Value ($000) $1,257 (+66.8%) Shares 13,591 (+129.8%) Est. Cost $90.56 Unrealized +26.7%
CBRE CBRE GROUP INC 0.0%
Value ($000) $3,316 (-13.0%) Shares 24,483 (+3.2%) Est. Cost $101.94 Unrealized +58.3%
IMCV ISHARES TR 0.0%
Value ($000) $5,933 (+9.1%) Shares 69,972 (+6.0%) Est. Cost $76.51 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $5,108 (+10.4%) Shares 110,482 (+8.6%) Est. Cost $39.44 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT 0.0%
Value ($000) $1,302 (+58.2%) Shares 44,135 (+58.6%) Est. Cost $26.77 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO 0.0%
Value ($000) $4,645 (-9.3%) Shares 87,898 (+12.4%) Est. Cost $64.11 Unrealized
COKE COCA COLA CONS INC 0.0%
Value ($000) $710 (+202.9%) Shares 3,705 (+142.2%) Est. Cost $153.93 Unrealized +3.4%
HUN HUNTSMAN CORP 0.0%
Value ($000) $629 (+309.3%) Shares 47,283 (+207.5%) Est. Cost $11.48 Unrealized +5.7%
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $4,390 (+12.1%) Shares 123,857 (+4.5%) Est. Cost $17.64 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $8,463 (+5.9%) Shares 281,436 (+6.4%) Est. Cost $30.18 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $26,721 (+1.7%) Shares 88,338 (+24.4%) Est. Cost $182.81 Unrealized +94.8%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1,407 (+47.4%) Shares 27,951 (+7.3%) Est. Cost $31.58 Unrealized +27.5%
IWD ISHARES TR 0.0%
Value ($000) $1,938 (+30.2%) Shares 9,069 (+28.2%) Est. Cost $185.11 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $2,461 (+22.2%) Shares 53,039 (+5.7%) Est. Cost $29.70 Unrealized +49.0%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $1,893 (+30.1%) Shares 2,779 (+5.3%) Est. Cost $379.42 Unrealized +71.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1,461 (+42.6%) Shares 8,899 (+9.4%) Est. Cost $100.75 Unrealized +18.1%
HD HOME DEPOT INC 0.0%
Value ($000) $1,020 (+74.3%) Shares 3,100 (+82.4%) Est. Cost $174.16 Unrealized +116.5%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,402 (+44.0%) Shares 13,638 (+38.5%) Est. Cost $102.40 Unrealized -0.3%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $3,605 (+13.4%) Shares 43,702 (+8.2%) Est. Cost $50.46 Unrealized
NUVEEN VA QUALITY MUN INCOM 0.0%
Value ($000) $3,528 (+13.5%) Shares 311,404 (+10.9%) Est. Cost $2407.37 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,233 (+22.4%) Shares 40,417 (+25.6%) Est. Cost $52.32 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $11,620 (+3.6%) Shares 33,864 (+1.7%) Est. Cost $153.84 Unrealized +130.4%
NEM NEWMONT CORP 0.0%
Value ($000) $4,349 (+10.1%) Shares 40,179 (+1.6%) Est. Cost $49.71 Unrealized +137.6%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $1,684 (+31.1%) Shares 13,184 (+25.1%) Est. Cost $123.09 Unrealized
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $1,411 (+38.3%) Shares 13,631 (+27.3%) Est. Cost $114.52 Unrealized -7.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $1,490 (+35.5%) Shares 20,563 (+43.4%) Est. Cost $67.94 Unrealized +18.7%
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $1,340 (+41.1%) Shares 42,138 (+21.5%) Est. Cost $32.26 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $634 (+154.8%) Shares 1,929 (+133.5%) Est. Cost $290.19 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY 0.0%
Value ($000) $1,410 (+37.0%) Shares 46,228 (+42.1%) Est. Cost $30.85 Unrealized
JIRE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $708 (+113.0%) Shares 9,352 (+110.5%) Est. Cost $75.33 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $17,697 (-2.0%) Shares 120,708 (+3.5%) Est. Cost $132.16 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $3,038 (+13.2%) Shares 45,295 (+8.5%) Est. Cost $50.06 Unrealized +47.1%
HYD VANECK ETF TRUST 0.0%
Value ($000) $1,351 (+35.1%) Shares 26,944 (+37.7%) Est. Cost $50.58 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $2,370 (+17.3%) Shares 51,317 (+18.2%) Est. Cost $46.65 Unrealized
MODL VICTORY PORTFOLIOS II 0.0%
Value ($000) $1,501 (+30.3%) Shares 33,590 (+38.5%) Est. Cost $43.55 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $2,228 (+18.3%) Shares 115,466 (+1.1%) Est. Cost $13.08 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $20,314 (-1.7%) Shares 505,438 (+8.8%) Est. Cost $33.93 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $1,330 (+34.7%) Shares 25,619 (+36.9%) Est. Cost $52.63 Unrealized
DFIS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $6,431 (+5.5%) Shares 191,008 (+3.2%) Est. Cost $25.02 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $11,415 (-2.8%) Shares 17,476 (+1.9%) Est. Cost $39058.51 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $23,074 (-1.4%) Shares 467,398 (+9.4%) Est. Cost $62.45 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $2,837 (+12.9%) Shares 30,401 (+1.5%) Est. Cost $52.07 Unrealized +82.1%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $1,080 (+42.6%) Shares 1,785 (+20.4%) Est. Cost $458.35 Unrealized +34.0%
CB CHUBB LTD SWITZ 0.0%
Value ($000) $5,431 (+6.2%) Shares 16,664 (+1.7%) Est. Cost $198.22 Unrealized +59.5%
KO COCA COLA CO 0.0%
Value ($000) $2,989 (+11.9%) Shares 39,300 (+2.9%) Est. Cost $42.84 Unrealized +74.5%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $2,502 (-11.1%) Shares 30,387 (+11.3%) Est. Cost $111.82 Unrealized +5.1%
THEQ T ROWE PRICE ETF INC 0.0%
Value ($000) $662 (+86.8%) Shares 24,288 (+91.8%) Est. Cost $27.63 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $4,789 (+6.9%) Shares 40,406 (+16.5%) Est. Cost $124.90 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,858 (+12.0%) Shares 44,717 (+16.5%) Est. Cost $62.30 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $1,268 (-19.3%) Shares 15,872 (+3.7%) Est. Cost $109.31 Unrealized +3.4%
IWO ISHARES TR 0.0%
Value ($000) $880 (+52.2%) Shares 2,805 (+56.7%) Est. Cost $302.45 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $673 (+79.0%) Shares 4,722 (+86.9%) Est. Cost $128.80 Unrealized
TAGG T ROWE PRICE ETF INC 0.0%
Value ($000) $1,500 (+24.6%) Shares 35,218 (+25.9%) Est. Cost $42.95 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $3,022 (+10.7%) Shares 41,042 (+11.4%) Est. Cost $1373.58 Unrealized
DVYE ISHARES INC 0.0%
Value ($000) $549 (+113.6%) Shares 15,955 (+93.6%) Est. Cost $31.98 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $743 (+62.9%) Shares 2,964 (+5.3%) Est. Cost $119.21 Unrealized +67.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $808 (+54.4%) Shares 25,244 (+78.5%) Est. Cost $51.10 Unrealized -24.1%
AGG ISHARES TR 0.0%
Value ($000) $4,531 (+6.7%) Shares 45,647 (+7.3%) Est. Cost $550.30 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $13,330 (+2.2%) Shares 101,739 (+3.9%) Est. Cost $84.95 Unrealized +74.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $2,656 (-9.6%) Shares 5,404 (+6.6%) Est. Cost $459.41 Unrealized +25.1%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $2,323 (+13.3%) Shares 51,786 (+12.4%) Est. Cost $38.58 Unrealized
EYLD CAMBRIA ETF TR 0.0%
Value ($000) $1,752 (+18.5%) Shares 42,310 (+9.7%) Est. Cost $32.73 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $1,523 (+21.7%) Shares 14,021 (+2.5%) Est. Cost $35.91 Unrealized +223.8%
VMC VULCAN MATLS CO 0.0%
Value ($000) $3,658 (+7.9%) Shares 13,432 (+13.1%) Est. Cost $230.96 Unrealized +32.8%
MCO MOODYS CORP 0.0%
Value ($000) $3,718 (-6.7%) Shares 8,522 (+9.2%) Est. Cost $377.85 Unrealized +29.6%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $9,707 (+2.8%) Shares 105,928 (+2.5%) Est. Cost $91.60 Unrealized
OAKM HARRIS OAKMARK ETF TRUST 0.0%
Value ($000) $1,016 (+35.7%) Shares 36,847 (+39.6%) Est. Cost $27.40 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $615 (+75.9%) Shares 12,800 (+76.9%) Est. Cost $49.02 Unrealized
GRNY TIDAL TRUST I 0.0%
Value ($000) $4,456 (+6.3%) Shares 186,681 (+10.2%) Est. Cost $22.89 Unrealized
MFSB MFS ACTIVE EXCHANGE TRADED F 0.0%
Value ($000) $931 (+38.6%) Shares 37,406 (+40.4%) Est. Cost $24.78 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1,141 (-18.4%) Shares 7,564 (+18.6%) Est. Cost $186.94 Unrealized +4.0%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $1,682 (+18.1%) Shares 44,922 (+21.3%) Est. Cost $44.72 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $510 (+101.6%) Shares 6,305 (+46.2%) Est. Cost $59.48 Unrealized +13.5%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $4,332 (+6.3%) Shares 21,852 (+14.9%) Est. Cost $201.78 Unrealized +2.4%
FUL FULLER H B CO 0.0%
Value ($000) $1,511 (+20.2%) Shares 24,498 (+15.9%) Est. Cost $64.77 Unrealized -2.2%
EPU ISHARES TR 0.0%
Value ($000) $1,780 (+15.9%) Shares 22,060 (+3.9%) Est. Cost $62.22 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $1,148 (+26.6%) Shares 6,153 (+25.6%) Est. Cost $169.92 Unrealized +8.3%
HEFA ISHARES TR 0.0%
Value ($000) $672 (+54.7%) Shares 15,809 (+50.6%) Est. Cost $40.58 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $442 (+114.7%) Shares 5,977 (+98.2%) Est. Cost $68.65 Unrealized -0.4%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1,419 (-13.9%) Shares 3,634 (+3.4%) Est. Cost $324.93 Unrealized +32.7%
LEN LENNAR CORP 0.0%
Value ($000) $3,915 (-5.5%) Shares 45,084 (+11.9%) Est. Cost $113.92 Unrealized +0.5%
EIS ISHARES INC 0.0%
Value ($000) $1,480 (+18.1%) Shares 12,755 (+12.0%) Est. Cost $101.98 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $11,572 (-1.9%) Shares 151,193 (+2.8%) Est. Cost $69.74 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $2,985 (+8.0%) Shares 10,613 (+13.8%) Est. Cost $131.58 Unrealized +128.7%
PBH PRESTIGE CONSMR HEALTHCARE I 0.0%
Value ($000) $1,544 (+16.6%) Shares 26,054 (+21.4%) Est. Cost $76.15 Unrealized -13.7%
TORTOISE ENERGY INFRSTRCTR C 0.0%
Value ($000) $555 (+65.5%) Shares 11,129 (+35.8%) Est. Cost $37.45 Unrealized
SIL GLOBAL X FDS 0.0%
Value ($000) $572 (+62.1%) Shares 6,347 (+50.3%) Est. Cost $59.57 Unrealized
FYLD CAMBRIA ETF TR 0.0%
Value ($000) $801 (+36.8%) Shares 21,454 (+19.1%) Est. Cost $30.04 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $887 (+31.7%) Shares 2,918 (+24.4%) Est. Cost $208.38 Unrealized +46.4%
EEM ISHARES TR 0.0%
Value ($000) $1,141 (+23.0%) Shares 20,090 (+18.5%) Est. Cost $3381.36 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $728 (+41.3%) Shares 29,407 (+37.3%) Est. Cost $24.94 Unrealized
COO COOPER COS INC 0.3%
Value ($000) $46,439 (-0.4%) Shares 649,497 (+14.5%) Est. Cost $75.70 Unrealized +8.5%
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $289 (+228.7%) Shares 22,099 (+99.1%) Est. Cost $11.28 Unrealized +15.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $2,480 (-7.2%) Shares 11,863 (+7.7%) Est. Cost $267.81 Unrealized -7.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $788 (-19.6%) Shares 49,617 (+32.6%) Est. Cost $11.21 Unrealized +107.7%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $2,263 (+9.2%) Shares 104,477 (+17.6%) Est. Cost $9.02 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $442 (+75.8%) Shares 2,160 (+48.7%) Est. Cost $145.33 Unrealized +39.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $9,078 (+2.1%) Shares 43,624 (+2.4%) Est. Cost $140.15 Unrealized +60.5%
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $521 (-26.0%) Shares 26,330 (+1.5%) Est. Cost $48.60 Unrealized -47.7%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $2,496 (+7.7%) Shares 62,635 (+4.5%) Est. Cost $43.64 Unrealized +0.8%
SLVR SPROTT FDS TR 0.0%
Value ($000) $448 (+64.9%) Shares 7,577 (+55.5%) Est. Cost $57.01 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $989 (+20.9%) Shares 10,417 (+21.3%) Est. Cost $93.53 Unrealized
SMMU PIMCO ETF TR 0.0%
Value ($000) $2,253 (+8.2%) Shares 44,660 (+8.2%) Est. Cost $50.12 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE E 0.0%
Value ($000) $456 (+59.3%) Shares 15,300 (+62.9%) Est. Cost $30.23 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $10,767 (+1.6%) Shares 32,770 (+8.7%) Est. Cost $296.24 Unrealized +23.1%
MINT PIMCO ETF TR 0.0%
Value ($000) $756 (+28.9%) Shares 7,513 (+28.6%) Est. Cost $3219.18 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $4,201 (+4.1%) Shares 20,650 (+9.6%) Est. Cost $160.56 Unrealized +38.1%
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $719 (+30.0%) Shares 16,035 (+34.8%) Est. Cost $36.93 Unrealized +31.2%
CSL CARLISLE COS INC 0.0%
Value ($000) $2,416 (+7.4%) Shares 7,241 (+2.9%) Est. Cost $177.49 Unrealized +109.3%
DWLD DAVIS FUNDAMENTAL ETF TR 0.0%
Value ($000) $4,639 (+3.7%) Shares 105,898 (+10.4%) Est. Cost $1786.40 Unrealized
SE SEA LTD 0.0%
Value ($000) $520 (-24.1%) Shares 6,274 (+17.0%) Est. Cost $121.08 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $1,482 (+12.4%) Shares 11,137 (+5.2%) Est. Cost $171.04 Unrealized -14.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $421 (+63.4%) Shares 1,074 (+14.9%) Est. Cost $200.79 Unrealized +87.5%
LSGR NATIXIS ETF TRUST II 0.0%
Value ($000) $388 (+72.2%) Shares 9,855 (+95.7%) Est. Cost $42.13 Unrealized
HPQ HP INC 0.0%
Value ($000) $1,534 (-9.6%) Shares 79,870 (+4.9%) Est. Cost $28.64 Unrealized -31.0%
AMZA ETFIS SER TR I 0.0%
Value ($000) $606 (+36.2%) Shares 13,152 (+16.7%) Est. Cost $43.16 Unrealized
TAFI AB ACTIVE ETFS INC 0.0%
Value ($000) $826 (+24.1%) Shares 32,818 (+24.2%) Est. Cost $25.13 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,785 (+6.1%) Shares 147,060 (+7.5%) Est. Cost $18.76 Unrealized
BOH BANK HAWAII CORP 0.0%
Value ($000) $1,685 (+10.2%) Shares 22,696 (+1.5%) Est. Cost $67.67 Unrealized +10.2%
HTAB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $589 (+35.7%) Shares 31,020 (+36.8%) Est. Cost $19.34 Unrealized
BE BLOOM ENERGY CORP 0.0%
Value ($000) $377 (+69.5%) Shares 2,781 (+8.7%) Est. Cost $57.04 Unrealized +153.6%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $374 (+70.0%) Shares 4,559 (+109.9%) Est. Cost $107.21 Unrealized -17.4%
NDSN NORDSON CORP 0.0%
Value ($000) $822 (+22.4%) Shares 3,091 (+10.6%) Est. Cost $221.12 Unrealized +25.4%
JPEF J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $6,441 (-2.3%) Shares 89,691 (+1.6%) Est. Cost $65.86 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $610 (+32.3%) Shares 6,543 (+34.5%) Est. Cost $93.86 Unrealized
BALL BALL CORP 0.0%
Value ($000) $1,222 (+13.9%) Shares 20,676 (+2.0%) Est. Cost $65.39 Unrealized -7.8%
IGIB ISHARES TR 0.0%
Value ($000) $8,892 (+1.7%) Shares 167,077 (+3.0%) Est. Cost $30606.43 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $3,380 (-4.2%) Shares 30,811 (+6.4%) Est. Cost $81.78 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $3,872 (-3.6%) Shares 28,218 (+1.2%) Est. Cost $118.66 Unrealized +31.4%
IDV ISHARES TR 0.0%
Value ($000) $1,287 (+12.7%) Shares 30,238 (+4.5%) Est. Cost $1228.43 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $779 (-15.6%) Shares 36,793 (+1.5%) Est. Cost $12.11 Unrealized
NKE NIKE INC 0.0%
Value ($000) $1,838 (+8.5%) Shares 34,800 (+30.8%) Est. Cost $73.27 Unrealized -12.7%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $1,358 (+11.7%) Shares 35,350 (+17.0%) Est. Cost $34.82 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $1,659 (+9.2%) Shares 32,939 (+9.6%) Est. Cost $50.27 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value ($000) $1,066 (+14.8%) Shares 44,230 (+15.9%) Est. Cost $24.15 Unrealized
RFDA ALPS ETF TR 0.0%
Value ($000) $735 (+22.9%) Shares 11,728 (+25.0%) Est. Cost $48.65 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $222 (+158.9%) Shares 25,303 (+110.8%) Est. Cost $9.42 Unrealized -1.9%
DXPE DXP ENTERPRISES INC 0.0%
Value ($000) $522 (+34.9%) Shares 3,734 (+6.0%) Est. Cost $92.23 Unrealized +44.5%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $349 (+59.9%) Shares 1,072 (+42.0%) Est. Cost $281.01 Unrealized +8.3%
FSCC FEDERATED HERMES ETF TRUST 0.0%
Value ($000) $492 (+35.7%) Shares 16,561 (+37.1%) Est. Cost $29.74 Unrealized
EVTC EVERTEC INC 0.0%
Value ($000) $1,150 (+12.5%) Shares 40,761 (+16.0%) Est. Cost $38.39 Unrealized -26.2%
ING ING GROEP N.V. 0.0%
Value ($000) $874 (+16.4%) Shares 33,567 (+25.1%) Est. Cost $18.33 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $524 (+30.7%) Shares 27,343 (+20.9%) Est. Cost $17.14 Unrealized +5.9%
GBF ISHARES TR 0.0%
Value ($000) $467 (+35.1%) Shares 4,487 (+35.8%) Est. Cost $103.10 Unrealized
EPOL ISHARES TR 0.0%
Value ($000) $1,483 (+8.9%) Shares 40,722 (+5.3%) Est. Cost $32.41 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $3,231 (+3.8%) Shares 20,781 (+1.0%) Est. Cost $99.81 Unrealized +57.7%
RFDI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $933 (+14.3%) Shares 11,363 (+12.0%) Est. Cost $63.99 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.0%
Value ($000) $511 (+29.1%) Shares 8,204 (+29.1%) Est. Cost $61.66 Unrealized +6.1%
CM CANADIAN IMPERIAL BANK OF CO 0.0%
Value ($000) $430 (+36.3%) Shares 4,533 (+30.3%) Est. Cost $54.82 Unrealized +72.5%
AME AMETEK INC 0.0%
Value ($000) $1,807 (+6.6%) Shares 8,430 (+2.1%) Est. Cost $89.30 Unrealized +150.0%
CEF SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $359 (+45.0%) Shares 7,515 (+39.2%) Est. Cost $46.34 Unrealized
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $7,106 (-1.5%) Shares 182,306 (+3.2%) Est. Cost $36.77 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value ($000) $523 (+26.3%) Shares 6,106 (+16.2%) Est. Cost $69.94 Unrealized +8.4%
TRMB TRIMBLE INC 0.0%
Value ($000) $855 (-11.1%) Shares 13,102 (+6.8%) Est. Cost $62.49 Unrealized +13.6%
MS MORGAN STANLEY 0.0%
Value ($000) $3,224 (-3.1%) Shares 19,593 (+4.5%) Est. Cost $100.47 Unrealized +78.8%
CG CARLYLE GROUP INC 0.0%
Value ($000) $1,004 (+11.5%) Shares 20,754 (+36.2%) Est. Cost $49.09 Unrealized +20.1%
EQIX EQUINIX INC 0.0%
Value ($000) $344 (+43.0%) Shares 351 (+11.8%) Est. Cost $773.27 Unrealized -1.2%
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value ($000) $1,066 (+10.6%) Shares 66,309 (+24.2%) Est. Cost $5934.05 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $542 (+22.9%) Shares 10,834 (+22.8%) Est. Cost $50.84 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $1,207 (+9.0%) Shares 5,792 (+2.1%) Est. Cost $151.25 Unrealized +41.9%
HUBB HUBBELL INC 0.0%
Value ($000) $800 (+14.0%) Shares 1,631 (+3.2%) Est. Cost $302.89 Unrealized +63.5%
USB US BANCORP 0.1%
Value ($000) $10,587 (-0.9%) Shares 203,551 (+1.7%) Est. Cost $40.98 Unrealized +38.2%
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $945 (+11.3%) Shares 20,754 (+5.7%) Est. Cost $41.96 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $377 (+33.8%) Shares 488 (+33.7%) Est. Cost $701.48 Unrealized +9.6%
SHLD GLOBAL X FDS 0.0%
Value ($000) $356 (+36.5%) Shares 5,026 (+24.8%) Est. Cost $70.31 Unrealized
GLOW VICTORY PORTFOLIOS II 0.0%
Value ($000) $318 (+42.7%) Shares 10,534 (+45.8%) Est. Cost $30.63 Unrealized
KRT KARAT PACKAGING INC 0.0%
Value ($000) $407 (+30.4%) Shares 14,575 (+5.4%) Est. Cost $26.62 Unrealized -6.7%
KR KROGER CO 0.0%
Value ($000) $619 (+18.0%) Shares 8,556 (+1.9%) Est. Cost $39.91 Unrealized +61.9%
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $771 (+13.8%) Shares 19,532 (+13.6%) Est. Cost $34.40 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $576 (+19.4%) Shares 9,800 (+3.2%) Est. Cost $27.57 Unrealized +121.7%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $609 (-12.9%) Shares 1,842 (+4.7%) Est. Cost $438.54 Unrealized -19.4%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $463 (+23.0%) Shares 5,912 (+16.0%) Est. Cost $76.19 Unrealized +1.4%
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.0%
Value ($000) $958 (+9.9%) Shares 56,436 (+2.8%) Est. Cost $8.14 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $1,150 (+7.7%) Shares 11,421 (+8.7%) Est. Cost $103.28 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $428 (+23.2%) Shares 2,111 (+2.9%) Est. Cost $106.87 Unrealized +92.8%
URBN URBAN OUTFITTERS INC 0.0%
Value ($000) $453 (-14.9%) Shares 7,151 (+1.1%) Est. Cost $64.88 Unrealized +10.1%
TRGP TARGA RES CORP 0.0%
Value ($000) $282 (+39.1%) Shares 1,125 (+2.4%) Est. Cost $168.86 Unrealized +19.5%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $698 (+12.7%) Shares 4,434 (+17.0%) Est. Cost $126.10 Unrealized +29.2%
SUB ISHARES TR 0.0%
Value ($000) $577 (+15.7%) Shares 5,421 (+15.9%) Est. Cost $11409.10 Unrealized
DFNL DAVIS FUNDAMENTAL ETF TR 0.0%
Value ($000) $552 (+16.5%) Shares 12,308 (+25.6%) Est. Cost $32.99 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $644 (+13.7%) Shares 17,325 (+11.8%) Est. Cost $34.02 Unrealized
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1,321 (+6.2%) Shares 26,135 (+6.0%) Est. Cost $50.45 Unrealized
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $382 (+25.1%) Shares 5,062 (+15.4%) Est. Cost $69.58 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,681 (+4.8%) Shares 5,765 (+4.2%) Est. Cost $231.31 Unrealized +24.7%
SMDV PROSHARES TR 0.0%
Value ($000) $358 (+25.6%) Shares 5,199 (+20.7%) Est. Cost $65.25 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $821 (+9.7%) Shares 8,157 (+9.4%) Est. Cost $100.65 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $656 (+12.3%) Shares 11,009 (+13.0%) Est. Cost $61.38 Unrealized
FLV AMERICAN CENTY ETF TR 0.0%
Value ($000) $535 (+15.4%) Shares 6,971 (+14.1%) Est. Cost $70.75 Unrealized
REGL PROSHARES TR 0.0%
Value ($000) $485 (+17.2%) Shares 5,607 (+14.3%) Est. Cost $79.85 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $370 (+23.6%) Shares 1,020 (+17.2%) Est. Cost $335.57 Unrealized +10.6%
CGSD CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $810 (+9.5%) Shares 31,388 (+10.5%) Est. Cost $25.63 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $467 (+17.7%) Shares 11,742 (+19.3%) Est. Cost $40.84 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $2,404 (+2.9%) Shares 65,250 (+4.5%) Est. Cost $36.45 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $317 (+27.2%) Shares 290 (+5.5%) Est. Cost $751.45 Unrealized +47.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $357 (+23.0%) Shares 2,444 (+34.1%) Est. Cost $163.57 Unrealized -3.1%
PVH PVH CORPORATION 0.0%
Value ($000) $449 (+17.5%) Shares 6,431 (+12.9%) Est. Cost $77.04 Unrealized -14.2%
POOL POOL CORP 0.0%
Value ($000) $339 (+24.4%) Shares 1,673 (+40.6%) Est. Cost $305.39 Unrealized -17.6%
UBS UBS GROUP AG 0.0%
Value ($000) $556 (-10.5%) Shares 14,243 (+6.1%) Est. Cost $30.49 Unrealized +49.4%
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $707 (+10.2%) Shares 21,459 (+11.4%) Est. Cost $32.11 Unrealized
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $899 (+7.6%) Shares 26,727 (+2.0%) Est. Cost $43.00 Unrealized -19.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $342 (+23.0%) Shares 7,460 (+7.9%) Est. Cost $28.74 Unrealized +60.4%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $254 (-20.1%) Shares 6,609 (+3.3%) Est. Cost $58.29 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,103 (+6.1%) Shares 18,850 (+6.4%) Est. Cost $58.72 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $4,289 (-1.5%) Shares 77,243 (+3.2%) Est. Cost $51.84 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $4,173 (+1.5%) Shares 125,061 (+5.4%) Est. Cost $26.68 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $3,113 (+2.1%) Shares 92,263 (+3.3%) Est. Cost $36.46 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $913 (+7.3%) Shares 51,464 (+10.2%) Est. Cost $2491.00 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $801 (-7.2%) Shares 17,675 (+2.4%) Est. Cost $51.82 Unrealized +1.7%
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $571 (+12.1%) Shares 21,189 (+13.1%) Est. Cost $26.77 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $1,804 (-3.3%) Shares 28,720 (+2.2%) Est. Cost $81.45 Unrealized -12.9%
CMS CMS ENERGY CORP 0.0%
Value ($000) $397 (+18.3%) Shares 5,117 (+6.6%) Est. Cost $67.74 Unrealized +6.5%
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $265 (+29.9%) Shares 2,306 (+29.5%) Est. Cost $114.59 Unrealized
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $1,986 (+3.1%) Shares 139,862 (+1.5%) Est. Cost $4.02 Unrealized +243.8%
WDFC WD 40 CO 0.0%
Value ($000) $1,200 (+5.2%) Shares 5,885 (+1.6%) Est. Cost $224.09 Unrealized -0.4%
EWI ISHARES INC 0.0%
Value ($000) $1,233 (+5.0%) Shares 23,080 (+6.8%) Est. Cost $52.04 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.0%
Value ($000) $687 (+9.2%) Shares 13,879 (+16.6%) Est. Cost $52.05 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $5,776 (+1.0%) Shares 60,521 (+1.8%) Est. Cost $95.87 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $449 (-11.2%) Shares 2,633 (+17.4%) Est. Cost $215.13 Unrealized -2.3%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,029 (+5.8%) Shares 20,740 (+2.4%) Est. Cost $43.67 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $993 (+6.0%) Shares 9,583 (+3.2%) Est. Cost $130.20 Unrealized -12.1%
WCC WESCO INTL INC 0.0%
Value ($000) $274 (+25.3%) Shares 1,003 (+12.1%) Est. Cost $249.62 Unrealized +15.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $1,588 (+3.5%) Shares 13,389 (+1.3%) Est. Cost $60.54 Unrealized +98.5%
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $596 (+9.9%) Shares 16,442 (+17.0%) Est. Cost $36.02 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $219 (-19.4%) Shares 6,485 (+23.4%) Est. Cost $53.29 Unrealized -12.5%
ITT ITT INC 0.0%
Value ($000) $344 (+18.0%) Shares 1,803 (+7.4%) Est. Cost $151.28 Unrealized +25.9%
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,359 (-3.7%) Shares 21,685 (+9.8%) Est. Cost $72.14 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $489 (+11.7%) Shares 5,982 (+5.7%) Est. Cost $64.53 Unrealized +19.8%
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $400 (+14.6%) Shares 50,428 (+5.6%) Est. Cost $7.35 Unrealized
ICOW PACER FDS TR 0.0%
Value ($000) $431 (+13.3%) Shares 10,166 (+3.2%) Est. Cost $30.40 Unrealized
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value ($000) $512 (+10.6%) Shares 8,201 (+7.4%) Est. Cost $14743.91 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $327 (-13.0%) Shares 1,657 (+15.2%) Est. Cost $159.46 Unrealized +48.7%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $152 (-24.2%) Shares 10,550 (+11.6%) Est. Cost $20.20 Unrealized -8.5%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $298 (+19.0%) Shares 3,172 (+1.4%) Est. Cost $81.27 Unrealized +2.8%
FLCC FEDERATED HERMES ETF TRUST 0.0%
Value ($000) $722 (+6.9%) Shares 23,411 (+12.6%) Est. Cost $32.09 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $99 (-31.7%) Shares 12,027 (+9.1%) Est. Cost $15.10 Unrealized -18.0%
OPRA OPERA LTD 0.0%
Value ($000) $266 (+20.7%) Shares 18,683 (+19.9%) Est. Cost $14.18 Unrealized
CDW CDW CORP 0.0%
Value ($000) $248 (+22.6%) Shares 2,047 (+37.9%) Est. Cost $174.90 Unrealized -25.7%
MUNI PIMCO ETF TR 0.0%
Value ($000) $576 (+8.6%) Shares 11,030 (+9.0%) Est. Cost $54.77 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $379 (+13.5%) Shares 3,854 (+3.8%) Est. Cost $90.30 Unrealized +6.0%
KALU KAISER ALUMINIUM CORPORATION 0.0%
Value ($000) $335 (+15.3%) Shares 2,781 (+9.9%) Est. Cost $97.65 Unrealized +33.1%
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $401 (+12.2%) Shares 14,769 (+13.1%) Est. Cost $26.94 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $957 (-4.3%) Shares 100,930 (+10.0%) Est. Cost $10.88 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $283 (+17.8%) Shares 1,373 (+12.5%) Est. Cost $208.28 Unrealized -12.4%
SUSB ISHARES TR 0.0%
Value ($000) $1,252 (+3.5%) Shares 49,935 (+4.2%) Est. Cost $24.52 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $290 (-12.6%) Shares 11,211 (+3.1%) Est. Cost $20.34 Unrealized +52.5%
ARKG ARK ETF TR 0.0%
Value ($000) $531 (-7.3%) Shares 20,091 (+1.6%) Est. Cost $32.80 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $620 (+7.2%) Shares 14,145 (+8.5%) Est. Cost $35.01 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $441 (+9.9%) Shares 4,105 (+5.8%) Est. Cost $93.17 Unrealized
FHYS FEDERATED HERMES ETF TRUST 0.0%
Value ($000) $693 (+6.0%) Shares 30,240 (+7.8%) Est. Cost $22.93 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $315 (+14.3%) Shares 3,561 (+29.0%) Est. Cost $80.00 Unrealized +21.9%
ATFV THE ALGER ETF TRUST 0.0%
Value ($000) $851 (-4.2%) Shares 27,135 (+6.5%) Est. Cost $26.32 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $4,597 (-0.8%) Shares 91,867 (+4.7%) Est. Cost $49.73 Unrealized
JAPN LISTED FDS TR 0.0%
Value ($000) $313 (+13.3%) Shares 13,802 (+28.6%) Est. Cost $26.45 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $5,616 (+0.6%) Shares 157,797 (+8.1%) Est. Cost $33.87 Unrealized
EWW ISHARES INC 0.0%
Value ($000) $282 (+14.5%) Shares 3,749 (+5.5%) Est. Cost $68.67 Unrealized
ARGT GLOBAL X FDS 0.0%
Value ($000) $408 (+9.4%) Shares 4,370 (+7.2%) Est. Cost $72.01 Unrealized
FRTY THE ALGER ETF TRUST 0.0%
Value ($000) $612 (-5.4%) Shares 31,433 (+2.3%) Est. Cost $18.67 Unrealized
IRMD IRADIMED CORP 0.0%
Value ($000) $268 (+14.8%) Shares 2,785 (+16.0%) Est. Cost $87.34 Unrealized +14.2%
FFIN FIRST FINL BANKSHARES INC 0.0%
Value ($000) $1,193 (+2.9%) Shares 40,526 (+4.4%) Est. Cost $37.53 Unrealized -13.1%
DUSA DAVIS FUNDAMENTAL ETF TR 0.0%
Value ($000) $984 (+3.6%) Shares 19,392 (+4.4%) Est. Cost $47.94 Unrealized
ZFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $484 (+7.5%) Shares 19,054 (+7.4%) Est. Cost $24.45 Unrealized
FRDM EA SERIES TRUST 0.0%
Value ($000) $282 (+13.2%) Shares 5,160 (+6.2%) Est. Cost $51.47 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $397 (-7.6%) Shares 3,626 (+3.8%) Est. Cost $117.43 Unrealized +9.4%
SNAP SNAP INC 0.0%
Value ($000) $278 (+13.3%) Shares 60,400 (+98.7%) Est. Cost $9.84 Unrealized -33.0%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $458 (+7.5%) Shares 4,771 (+7.4%) Est. Cost $92.16 Unrealized +4.0%
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $576 (+5.8%) Shares 9,728 (+3.5%) Est. Cost $54.79 Unrealized
TG TREDEGAR CORP 0.0%
Value ($000) $285 (+12.5%) Shares 35,885 (+1.6%) Est. Cost $10.96 Unrealized -22.9%
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $325 (-8.6%) Shares 29,474 (+6.8%) Est. Cost $15.59 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $1,735 (+1.8%) Shares 37,175 (+10.9%) Est. Cost $50.25 Unrealized
INCY INCYTE CORP 0.0%
Value ($000) $242 (+13.9%) Shares 2,569 (+19.5%) Est. Cost $97.80 Unrealized +5.5%
PPG PPG INDS INC 0.0%
Value ($000) $516 (+6.0%) Shares 4,824 (+1.6%) Est. Cost $119.53 Unrealized -2.2%
WRB BERKLEY W R CORP 0.0%
Value ($000) $1,316 (-2.1%) Shares 19,855 (+3.6%) Est. Cost $52.12 Unrealized +33.2%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $1,325 (+2.0%) Shares 4,384 (+2.0%) Est. Cost $229.25 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value ($000) $192 (+15.7%) Shares 52,495 (+5.6%) Est. Cost $2.33 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $329 (+8.5%) Shares 12,491 (+9.2%) Est. Cost $26.46 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $863 (+3.0%) Shares 18,144 (+3.7%) Est. Cost $48.37 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $255 (+10.8%) Shares 3,019 (+6.0%) Est. Cost $72.32 Unrealized
MINO PIMCO ETF TR 0.0%
Value ($000) $339 (+7.8%) Shares 7,514 (+8.1%) Est. Cost $44.60 Unrealized
BLACKROCK HEALTH SCIENCES TE 0.0%
Value ($000) $227 (+9.7%) Shares 15,780 (+14.9%) Est. Cost $14.96 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $292 (+7.3%) Shares 7,284 (+9.0%) Est. Cost $38.49 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $229 (+9.3%) Shares 2,616 (+8.8%) Est. Cost $74.29 Unrealized +26.6%
HYG ISHARES TR 0.0%
Value ($000) $401 (+4.9%) Shares 5,036 (+6.3%) Est. Cost $79.40 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $867 (+2.2%) Shares 13,959 (+6.0%) Est. Cost $63.71 Unrealized
THG HANOVER INS GROUP INC 0.0%
Value ($000) $479 (-3.7%) Shares 2,761 (+1.5%) Est. Cost $179.02 Unrealized -3.0%
IVW ISHARES TR 0.0%
Value ($000) $2,252 (-0.8%) Shares 19,913 (+8.1%) Est. Cost $1950.77 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $951 (-1.9%) Shares 4,001 (+4.5%) Est. Cost $204.18 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $439 (+4.2%) Shares 7,269 (+9.5%) Est. Cost $58.22 Unrealized +21.3%
IWP ISHARES TR 0.0%
Value ($000) $869 (-1.9%) Shares 6,779 (+4.8%) Est. Cost $124.39 Unrealized
BLACKROCK ENHANCED LARGE CAP 0.0%
Value ($000) $498 (-3.3%) Shares 23,691 (+7.5%) Est. Cost $20.79 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $484 (+3.6%) Shares 11,111 (+5.3%) Est. Cost $43.81 Unrealized
COWG PACER FDS TR 0.0%
Value ($000) $1,089 (+1.6%) Shares 32,280 (+6.0%) Est. Cost $30.94 Unrealized
QUVU HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $1,282 (+1.3%) Shares 47,174 (+2.2%) Est. Cost $25.97 Unrealized
ZION ZIONS BANCORPORATION NATL AS 0.0%
Value ($000) $455 (+3.7%) Shares 7,900 (+5.3%) Est. Cost $54.84 Unrealized +11.0%
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $474 (+3.3%) Shares 20,333 (+4.8%) Est. Cost $23.84 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $1,346 (-1.1%) Shares 21,943 (+33.8%) Est. Cost $78.82 Unrealized -2.6%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,379 (-0.6%) Shares 11,436 (+7.3%) Est. Cost $159.16 Unrealized
SHYD VANECK ETF TRUST 0.0%
Value ($000) $836 (+1.7%) Shares 36,908 (+2.9%) Est. Cost $23.40 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $3,240 (-0.4%) Shares 19,225 (+3067.2%) Est. Cost $4726.00 Unrealized +1.2%
ALLE ALLEGION PLC 0.0%
Value ($000) $639 (+1.9%) Shares 4,396 (+11.7%) Est. Cost $121.26 Unrealized +37.1%
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $434 (+2.7%) Shares 5,138 (+12.8%) Est. Cost $77.89 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $872 (+1.3%) Shares 9,406 (+2.9%) Est. Cost $92.53 Unrealized
EVSD MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $325 (+3.5%) Shares 6,386 (+4.5%) Est. Cost $51.39 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value ($000) $174 (-5.8%) Shares 47,572 (+28.5%) Est. Cost $4.72 Unrealized -4.8%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $1,110 (+1.0%) Shares 98,816 (+4.5%) Est. Cost $2205.30 Unrealized
TTAN SERVICETITAN INC 0.0%
Value ($000) $421 (+2.5%) Shares 6,638 (+72.1%) Est. Cost $90.60 Unrealized -10.9%
EFX EQUIFAX INC 0.0%
Value ($000) $486 (+2.2%) Shares 2,696 (+23.1%) Est. Cost $200.42 Unrealized +1.9%
MUST COLUMBIA ETF TR I 0.0%
Value ($000) $392 (+2.7%) Shares 19,114 (+3.2%) Est. Cost $20.25 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $413 (+2.5%) Shares 7,896 (+4.0%) Est. Cost $53.12 Unrealized
NUVEEN REAL ASSET INCOME & G 0.0%
Value ($000) $468 (-1.9%) Shares 38,086 (+8.5%) Est. Cost $4300.00 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $310 (-2.8%) Shares 3,164 (+5.9%) Est. Cost $81.53 Unrealized
GSC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $280 (+3.3%) Shares 5,127 (+2.7%) Est. Cost $53.51 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $441 (-1.9%) Shares 3,738 (+13.0%) Est. Cost $123.17 Unrealized +0.6%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $354 (-2.1%) Shares 13,558 (+8.8%) Est. Cost $25.09 Unrealized +33.4%
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $179 (+4.3%) Shares 10,787 (+1.1%) Est. Cost $15.81 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $933 (+0.7%) Shares 11,314 (+2.1%) Est. Cost $82.13 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $3,836 (+0.2%) Shares 19,998 (+3.7%) Est. Cost $165.04 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $436 (+1.4%) Shares 7,996 (+10.2%) Est. Cost $49.04 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $988 (-0.6%) Shares 18,490 (+11.7%) Est. Cost $40.06 Unrealized +54.4%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $505 (+1.2%) Shares 5,707 (+4.6%) Est. Cost $76.00 Unrealized
CVNA CARVANA CO 0.0%
Value ($000) $438 (-1.3%) Shares 1,393 (+32.5%) Est. Cost $324.42 Unrealized +25.9%
COHEN & STEERS TOTAL RETURN 0.0%
Value ($000) $239 (+2.4%) Shares 21,485 (+1.6%) Est. Cost $14.00 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $474 (+1.2%) Shares 13,095 (+3.0%) Est. Cost $43.33 Unrealized
BSY BENTLEY SYS INC 0.0%
Value ($000) $316 (-1.7%) Shares 8,998 (+6.9%) Est. Cost $46.42 Unrealized -22.2%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $271 (-1.7%) Shares 2,940 (+17.0%) Est. Cost $104.47 Unrealized +7.5%
INMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $234 (+2.1%) Shares 9,806 (+2.6%) Est. Cost $23.94 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $1,723 (+0.3%) Shares 6,492 (+4.1%) Est. Cost $250.87 Unrealized +11.9%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $289 (-1.4%) Shares 2,020 (+2.5%) Est. Cost $114.54 Unrealized +36.9%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $353 (+0.9%) Shares 28,647 (+3.6%) Est. Cost $5562.05 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $1,065 (-0.1%) Shares 2,987 (+4.6%) Est. Cost $31904.54 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $232 (-0.6%) Shares 7,517 (+2.1%) Est. Cost $39.90 Unrealized
BYLD ISHARES TR 0.0%
Value ($000) $205 (+0.6%) Shares 9,085 (+1.7%) Est. Cost $22.77 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $559 (+0.2%) Shares 5,991 (+1.1%) Est. Cost $84.56 Unrealized +12.6%
IWL ISHARES TR 0.0%
Value ($000) $460 (-0.0%) Shares 2,865 (+6.3%) Est. Cost $156.00 Unrealized

Exited Positions (56)

QQQ INVESCO QQQ TR 0.8%
Value ($000) $141,107 Shares 229,700 Est. Cost $280.75 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $110,689 Shares 919,800 Est. Cost $89.27 Unrealized +55.4%
BN BROOKFIELD CORP 0.1%
Value ($000) $21,123 Shares 459,400 Est. Cost $28.61 Unrealized +63.1%
DBRG DIGITALBRIDGE GROUP INC 0.1%
Value ($000) $10,985 Shares 718,943 Est. Cost $9.73 Unrealized +58.1%
GDEN GOLDEN ENTMT INC 0.1%
Value ($000) $9,413 Shares 346,071 Est. Cost $29.55 Unrealized -5.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $8,011 Shares 125,100 Est. Cost $80.81 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $4,510 Shares 49,055 Est. Cost $2389.66 Unrealized
AMCOR PLC 0.0%
Value ($000) $3,806 Shares 456,310 Est. Cost $9.46 Unrealized -11.1%
PSLV SPROTT ASSET MANAGEMENT LP 0.0%
Value ($000) $2,889 Shares 122,147 Est. Cost $8.65 Unrealized
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $2,328 Shares 71,689 Est. Cost $37.15 Unrealized -31.8%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $1,923 Shares 62,320 Est. Cost $31.09 Unrealized -10.6%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,497 Shares 5,561 Est. Cost $193.08 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $1,353 Shares 6,560 Est. Cost $135.92 Unrealized +52.4%
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,276 Shares 28,343 Est. Cost $41.49 Unrealized
OPFI OPPFI INC 0.0%
Value ($000) $950 Shares 90,805 Est. Cost $11.20 Unrealized -14.4%
AHRT ARMADA HOFFLER PPTYS INC 0.0%
Value ($000) $725 Shares 109,500 Est. Cost $6.87 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $636 Shares 10,900 Est. Cost $84.42 Unrealized -40.7%
IVES WEDBUSH SER TR 0.0%
Value ($000) $586 Shares 18,525 Est. Cost $32.11 Unrealized
AIN ALBANY INTL CORP 0.0%
Value ($000) $534 Shares 10,525 Est. Cost $82.65 Unrealized -31.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $520 Shares 7,601 Est. Cost $76.10 Unrealized -29.7%
OWL BLUE OWL CAPITAL INC 0.0%
Value ($000) $478 Shares 31,979 Est. Cost $15.64 Unrealized -12.2%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $453 Shares 9,900 Est. Cost $50.64 Unrealized +0.1%
ICLR ICON PLC 0.0%
Value ($000) $377 Shares 2,071 Est. Cost $145.19 Unrealized +7.7%
FTA FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $374 Shares 4,341 Est. Cost $69.24 Unrealized
CLEARBRIDGE ENERGY MIDSTRM O 0.0%
Value ($000) $371 Shares 8,319 Est. Cost $43.47 Unrealized
HRI HERC HLDGS INC 0.0%
Value ($000) $349 Shares 2,355 Est. Cost $129.84 Unrealized +22.6%
SYNOVUS FINL CORP 0.0%
Value ($000) $320 Shares 6,397 Est. Cost $45.70 Unrealized
DASH DOORDASH INC 0.0%
Value ($000) $319 Shares 1,410 Est. Cost $249.08 Unrealized -21.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $307 Shares 1,748 Est. Cost $152.64 Unrealized +9.7%
SCI SERVICE CORP INTL 0.0%
Value ($000) $305 Shares 3,914 Est. Cost $68.49 Unrealized +18.2%
SOUTHSTATE BK CORP 0.0%
Value ($000) $297 Shares 3,159 Est. Cost $94.11 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $290 Shares 1,789 Est. Cost $160.86 Unrealized -29.6%
SHEN SHENANDOAH TELECOMMUNICATION 0.0%
Value ($000) $283 Shares 24,472 Est. Cost $32.54 Unrealized -62.8%
ACI ALBERTSONS COS INC 0.0%
Value ($000) $261 Shares 15,200 Est. Cost $19.25 Unrealized -9.7%
MMLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $260 Shares 7,352 Est. Cost $28.41 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $251 Shares 2,024 Est. Cost $119.62 Unrealized -15.9%
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value ($000) $249 Shares 10,700 Est. Cost $26.59 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $247 Shares 3,074 Est. Cost $81.14 Unrealized +0.5%
IYG ISHARES TR 0.0%
Value ($000) $238 Shares 2,577 Est. Cost $106.00 Unrealized
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $236 Shares 400 Est. Cost $489.00 Unrealized +23.5%
XPND FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $226 Shares 6,273 Est. Cost $36.29 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $221 Shares 2,978 Est. Cost $91.28 Unrealized -7.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $221 Shares 780 Est. Cost $246.88 Unrealized +2.7%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $216 Shares 12,000 Est. Cost $15.52 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $214 Shares 8,047 Est. Cost $34.35 Unrealized -40.1%
HUBS HUBSPOT INC 0.0%
Value ($000) $213 Shares 531 Est. Cost $536.52 Unrealized -45.6%
IEX IDEX CORP 0.0%
Value ($000) $212 Shares 1,194 Est. Cost $189.57 Unrealized +5.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $211 Shares 2,038 Est. Cost $145.75 Unrealized -24.8%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $210 Shares 1,159 Est. Cost $171.81 Unrealized +5.0%
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $209 Shares 5,924 Est. Cost $31.22 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $209 Shares 2,352 Est. Cost $86.37 Unrealized +8.3%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $205 Shares 13,927 Est. Cost $12.35 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $203 Shares 7,503 Est. Cost $25.37 Unrealized +14.2%
MCI BARINGS CORPORATE INVS 0.0%
Value ($000) $188 Shares 10,334 Est. Cost $11868.63 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $130 Shares 10,842 Est. Cost $12.02 Unrealized
EWCZ EUROPEAN WAX CTR INC 0.0%
Value ($000) $94 Shares 25,995 Est. Cost $4.56 Unrealized -1.2%

Decreased Positions (429)

BN BROOKFIELD CORP 2.3%
Value ($000) $424,418 (-22.0%) Shares 10,487,219 (-11.2%) Est. Cost $28.61 Unrealized +63.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $3,115 (-97.2%) Shares 84,784 (-96.2%) Est. Cost $141.83 Unrealized
META META PLATFORMS INC 0.8%
Value ($000) $141,608 (-37.0%) Shares 247,510 (-27.2%) Est. Cost $222.46 Unrealized +194.7%
ADBE ADOBE INC 0.0%
Value ($000) $3,556 (-95.7%) Shares 14,629 (-93.8%) Est. Cost $350.94 Unrealized -17.4%
AMZN AMAZON COM INC 2.2%
Value ($000) $402,728 (-14.8%) Shares 1,944,922 (-5.0%) Est. Cost $126.83 Unrealized +78.8%
DKNG DRAFTKINGS INC NEW 0.3%
Value ($000) $60,918 (-49.1%) Shares 2,817,654 (-18.5%) Est. Cost $22.64 Unrealized +27.8%
FDX FEDEX CORP 0.1%
Value ($000) $17,510 (-76.6%) Shares 49,364 (-80.9%) Est. Cost $226.57 Unrealized +49.6%
MKL MARKEL GROUP INC 2.2%
Value ($000) $395,459 (-12.6%) Shares 207,172 (-1.3%) Est. Cost $713.43 Unrealized +191.3%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $165,907 (+37.0%) Shares 976,268 (-2.9%) Est. Cost $89.27 Unrealized +55.4%
AVGO BROADCOM INC 0.8%
Value ($000) $149,493 (-22.7%) Shares 482,998 (-13.3%) Est. Cost $144.52 Unrealized +131.2%
ESAB ESAB CORPORATION 0.4%
Value ($000) $65,189 (-40.1%) Shares 674,417 (-30.2%) Est. Cost $63.25 Unrealized +95.1%
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value ($000) $124,070 (-23.7%) Shares 360,854 (-34.7%) Est. Cost $178.92 Unrealized +91.8%
WFC WELLS FARGO & CO 0.4%
Value ($000) $72,024 (-32.3%) Shares 913,085 (-19.7%) Est. Cost $41.99 Unrealized +114.4%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $154,859 (-17.1%) Shares 529,575 (-8.6%) Est. Cost $49.95 Unrealized +523.5%
BAM BROOKFIELD ASSET MANAGMT LTD 0.8%
Value ($000) $151,468 (-16.8%) Shares 3,407,614 (-1.7%) Est. Cost $30.17 Unrealized +70.5%
C CITIGROUP INC 0.6%
Value ($000) $102,704 (-19.1%) Shares 905,597 (-16.7%) Est. Cost $52.50 Unrealized +121.3%
EOG EOG RES INC 0.6%
Value ($000) $117,226 (+23.1%) Shares 803,186 (-11.3%) Est. Cost $103.43 Unrealized +8.4%
SPOT SPOTIFY TECHNOLOGY S A 0.4%
Value ($000) $81,048 (-20.5%) Shares 167,989 (-4.5%) Est. Cost $340.63 Unrealized +46.0%
PWR QUANTA SVCS INC 0.4%
Value ($000) $79,448 (-19.1%) Shares 145,740 (-37.1%) Est. Cost $388.50 Unrealized +25.2%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $72,404 (-20.5%) Shares 157,778 (-1.6%) Est. Cost $425.09 Unrealized +22.6%
MLM MARTIN MARIETTA MATLS INC 1.1%
Value ($000) $199,646 (-8.4%) Shares 342,163 (-1.8%) Est. Cost $229.45 Unrealized +188.1%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $98,336 (-15.6%) Shares 1,376,279 (-3.3%) Est. Cost $70.05 Unrealized +12.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $559 (-97.0%) Shares 2,861 (-97.6%) Est. Cost $175.00 Unrealized +4.6%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $189,980 (+10.3%) Shares 914,824 (-19.0%) Est. Cost $104.42 Unrealized +64.6%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $24,257 (-39.5%) Shares 238,863 (-28.3%) Est. Cost $84.50 Unrealized +35.1%
ROK ROCKWELL AUTOMATION INC 0.8%
Value ($000) $144,743 (-9.8%) Shares 406,350 (-1.2%) Est. Cost $274.27 Unrealized +49.6%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $83,691 (-15.6%) Shares 526,158 (-2.0%) Est. Cost $156.45 Unrealized +10.0%
CASY CASEYS GEN STORES INC 0.2%
Value ($000) $37,260 (-28.5%) Shares 51,191 (-45.3%) Est. Cost $304.11 Unrealized +107.5%
XYL XYLEM INC 0.4%
Value ($000) $76,427 (-16.3%) Shares 645,918 (-3.3%) Est. Cost $80.70 Unrealized +69.1%
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $228 (-98.5%) Shares 33,128 (-97.6%) Est. Cost $33.15 Unrealized -70.1%
CRC CALIFORNIA RES CORP 0.1%
Value ($000) $20,043 (-40.6%) Shares 290,931 (-61.5%) Est. Cost $48.93 Unrealized +6.5%
SLB SLB LIMITED 0.6%
Value ($000) $101,733 (+15.4%) Shares 1,978,231 (-13.8%) Est. Cost $40.83 Unrealized +18.3%
TEL TE CONNECTIVITY PLC 0.7%
Value ($000) $122,969 (-9.7%) Shares 588,310 (-1.4%) Est. Cost $146.87 Unrealized +56.5%
ORLY OREILLY AUTOMOTIVE INC 0.4%
Value ($000) $77,518 (-14.6%) Shares 840,428 (-15.5%) Est. Cost $86.57 Unrealized +9.7%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,056 (-92.5%) Shares 11,268 (-92.6%) Est. Cost $90.85 Unrealized
FNF FIDELITY NATL FINL INC 0.3%
Value ($000) $61,747 (-16.5%) Shares 1,335,953 (-1.1%) Est. Cost $20.64 Unrealized +164.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $41,660 (-21.1%) Shares 171,881 (-3.6%) Est. Cost $102.51 Unrealized +177.0%
IWR ISHARES TR 0.0%
Value ($000) $2,369 (-82.4%) Shares 24,369 (-82.6%) Est. Cost $94.36 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $217,734 (-4.8%) Shares 892,187 (-19.2%) Est. Cost $105.51 Unrealized +116.0%
MCRI MONARCH CASINO & RESORT INC 0.4%
Value ($000) $79,711 (-11.7%) Shares 841,132 (-10.4%) Est. Cost $57.05 Unrealized +63.9%
MRVL MARVELL TECHNOLOGY INC 0.7%
Value ($000) $123,619 (+9.0%) Shares 1,248,049 (-6.1%) Est. Cost $79.13 Unrealized +2.5%
OSW ONESPAWORLD HOLDINGS LIMITED 0.1%
Value ($000) $23,287 (-29.7%) Shares 1,014,697 (-36.4%) Est. Cost $11.70 Unrealized +80.8%
RRC RANGE RES CORP 0.0%
Value ($000) $1,775 (-83.1%) Shares 39,294 (-86.8%) Est. Cost $37.25 Unrealized -2.9%
AMT AMERICAN TOWER CORP 1.0%
Value ($000) $176,481 (-4.7%) Shares 1,026,871 (-2.4%) Est. Cost $164.66 Unrealized +6.2%
ETSY ETSY INC 0.0%
Value ($000) $339 (-95.8%) Shares 6,785 (-95.3%) Est. Cost $66.88 Unrealized -16.5%
BUD ANHEUSER BUSCH INBEV SA NV 0.7%
Value ($000) $126,147 (-5.6%) Shares 1,827,154 (-12.2%) Est. Cost $80.81 Unrealized
SHW SHERWIN WILLIAMS CO 0.8%
Value ($000) $153,127 (-4.0%) Shares 479,997 (-2.3%) Est. Cost $203.36 Unrealized +74.7%
CABO CABLE ONE INC 0.1%
Value ($000) $22,321 (-22.1%) Shares 244,722 (-3.7%) Est. Cost $258.96 Unrealized -63.2%
LYV LIVE NATION ENTERTAINMENT IN 0.7%
Value ($000) $121,573 (-4.9%) Shares 804,797 (-9.9%) Est. Cost $79.92 Unrealized +85.6%
SCHO SCHWAB STRATEGIC TR 0.2%
Value ($000) $36,246 (-14.1%) Shares 1,493,451 (-13.7%) Est. Cost $32.91 Unrealized
HXL HEXCEL CORP NEW 0.1%
Value ($000) $25,501 (-18.9%) Shares 315,101 (-25.9%) Est. Cost $61.97 Unrealized +36.2%
SLV ISHARES SILVER TR 0.0%
Value ($000) $5,711 (-48.4%) Shares 83,820 (-51.2%) Est. Cost $206.50 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $6,036 (-46.8%) Shares 62,148 (-47.4%) Est. Cost $7050.96 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.1%
Value ($000) $18,825 (-22.0%) Shares 28,946 (-18.2%) Est. Cost $9730.65 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $13,810 (-25.8%) Shares 75,698 (-1.5%) Est. Cost $69.79 Unrealized +219.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $11,475 (-29.0%) Shares 56,475 (-10.1%) Est. Cost $185.22 Unrealized +30.0%
EG EVEREST GROUP LTD 0.0%
Value ($000) $427 (-91.2%) Shares 1,305 (-90.9%) Est. Cost $364.85 Unrealized -9.2%
BA BOEING CO 0.1%
Value ($000) $18,297 (-18.8%) Shares 91,933 (-11.4%) Est. Cost $166.99 Unrealized +42.8%
ADSK AUTODESK INC 0.0%
Value ($000) $1,452 (-73.5%) Shares 6,066 (-67.3%) Est. Cost $176.34 Unrealized +43.9%
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $88,633 (+4.8%) Shares 214,161 (-1.3%) Est. Cost $331.79 Unrealized +27.2%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $1,096 (-78.5%) Shares 9,836 (-72.1%) Est. Cost $127.16 Unrealized +4.9%
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $57,123 (+7.4%) Shares 292,442 (-24.4%) Est. Cost $132.71 Unrealized +38.0%
CRM SALESFORCE INC 0.0%
Value ($000) $4,521 (-45.9%) Shares 24,220 (-23.2%) Est. Cost $270.40 Unrealized -20.2%
SHEL SHELL PLC 0.1%
Value ($000) $20,788 (+22.4%) Shares 223,539 (-3.3%) Est. Cost $55.40 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.6%
Value ($000) $105,499 (+3.6%) Shares 3,991,631 (-8.0%) Est. Cost $32.04 Unrealized -31.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $8,155 (-31.2%) Shares 63,343 (-8.5%) Est. Cost $94.05 Unrealized +63.6%
GSK GSK PLC 0.0%
Value ($000) $926 (-79.3%) Shares 16,779 (-81.6%) Est. Cost $37.44 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $22,700 (+17.5%) Shares 126,452 (-7.4%) Est. Cost $68.82 Unrealized +148.8%
DIS DISNEY WALT CO 0.1%
Value ($000) $14,934 (-17.7%) Shares 154,967 (-2.8%) Est. Cost $99.69 Unrealized +9.8%
WMT WALMART INC 0.3%
Value ($000) $48,968 (+6.9%) Shares 394,014 (-4.1%) Est. Cost $52.84 Unrealized +131.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $1,794 (-63.3%) Shares 22,997 (-60.2%) Est. Cost $108.17 Unrealized -19.6%
LAMR LAMAR ADVERTISING CO 0.7%
Value ($000) $136,191 (-2.2%) Shares 1,083,274 (-1.5%) Est. Cost $15060.37 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $13,957 (-17.9%) Shares 144,328 (-12.1%) Est. Cost $4008.66 Unrealized
CRH CRH PLC 0.0%
Value ($000) $4,370 (-40.9%) Shares 41,571 (-29.8%) Est. Cost $84.03 Unrealized +48.0%
JJSF J & J SNACK FOODS CORP 0.1%
Value ($000) $18,037 (-13.9%) Shares 227,535 (-2.5%) Est. Cost $144.52 Unrealized -37.9%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $3,737 (-43.7%) Shares 124,086 (-41.7%) Est. Cost $14.72 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $17,048 (-14.3%) Shares 181,715 (-8.6%) Est. Cost $68.66 Unrealized +45.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $19,672 (-12.6%) Shares 403,524 (-1.4%) Est. Cost $37.84 Unrealized +41.8%
DEO DIAGEO PLC 0.0%
Value ($000) $2,483 (-51.9%) Shares 33,358 (-44.2%) Est. Cost $44176.69 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $388 (-87.3%) Shares 1,600 (-84.5%) Est. Cost $102.51 Unrealized +177.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $721 (-78.4%) Shares 7,968 (-78.4%) Est. Cost $116.14 Unrealized -21.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $714 (-78.3%) Shares 9,200 (-78.5%) Est. Cost $68.10 Unrealized +14.4%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $8,408 (-23.3%) Shares 18,919 (-15.4%) Est. Cost $270.75 Unrealized +84.8%
CACI CACI INTL INC 0.0%
Value ($000) $1,764 (-59.0%) Shares 3,244 (-59.8%) Est. Cost $427.15 Unrealized +41.2%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $12,371 (+24.3%) Shares 36,196 (-6.3%) Est. Cost $95.46 Unrealized +242.1%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,581 (-48.3%) Shares 26,408 (-52.2%) Est. Cost $72.99 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $7,373 (-24.5%) Shares 108,491 (-28.5%) Est. Cost $30235.17 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4,849 (-32.7%) Shares 11,400 (-17.3%) Est. Cost $412.19 Unrealized +17.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $2,135 (-52.2%) Shares 9,860 (-42.9%) Est. Cost $261.52 Unrealized -8.1%
DNN DENISON MINES CORP 0.1%
Value ($000) $13,409 (-14.6%) Shares 3,798,462 (-35.7%) Est. Cost $2.20 Unrealized +71.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $12,314 (+22.0%) Shares 20,378 (-2.3%) Est. Cost $368.27 Unrealized +63.2%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $3,200 (-39.8%) Shares 46,182 (-1.7%) Est. Cost $61.32 Unrealized +56.2%
EEMA ISHARES INC 0.0%
Value ($000) $2,040 (-50.7%) Shares 21,307 (-51.6%) Est. Cost $83.50 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $3,978 (-33.5%) Shares 30,348 (-41.5%) Est. Cost $72.38 Unrealized +66.5%
IGV ISHARES TR 0.0%
Value ($000) $632 (-76.0%) Shares 7,892 (-68.3%) Est. Cost $100.40 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $464 (-80.2%) Shares 7,115 (-75.8%) Est. Cost $86.87 Unrealized -14.6%
BP BP PLC 0.0%
Value ($000) $7,135 (+33.5%) Shares 151,812 (-1.4%) Est. Cost $263.99 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $14,731 (-10.6%) Shares 134,269 (-10.2%) Est. Cost $69.84 Unrealized +59.2%
KO COCA COLA CO 0.2%
Value ($000) $29,230 (+6.3%) Shares 384,348 (-2.2%) Est. Cost $42.84 Unrealized +74.5%
VICI VICI PPTYS INC 0.0%
Value ($000) $925 (-64.8%) Shares 33,842 (-63.8%) Est. Cost $28.94 Unrealized -2.7%
CLH CLEAN HARBORS INC 0.5%
Value ($000) $98,229 (-1.7%) Shares 342,582 (-19.0%) Est. Cost $193.74 Unrealized +35.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $12,087 (-12.2%) Shares 20,941 (-6.5%) Est. Cost $280.75 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value ($000) $12,617 (+14.6%) Shares 43,433 (-2.6%) Est. Cost $214.01 Unrealized +26.9%
NICE NICE LTD 0.0%
Value ($000) $1,817 (-46.8%) Shares 16,476 (-45.5%) Est. Cost $143.12 Unrealized
CGNX COGNEX CORP 0.1%
Value ($000) $15,594 (-9.3%) Shares 318,316 (-33.4%) Est. Cost $40.35 Unrealized +10.2%
PTLC PACER FDS TR 0.0%
Value ($000) $4,660 (-25.1%) Shares 88,825 (-20.6%) Est. Cost $46.87 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3,375 (-31.6%) Shares 24,218 (-39.8%) Est. Cost $64.53 Unrealized +114.4%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $971 (-60.7%) Shares 10,595 (-50.0%) Est. Cost $139.17 Unrealized -14.6%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $5,786 (-20.5%) Shares 68,389 (-27.3%) Est. Cost $66.57 Unrealized
CPRT COPART INC 0.0%
Value ($000) $1,030 (-59.0%) Shares 31,015 (-51.6%) Est. Cost $53.03 Unrealized -26.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $1,412 (-50.8%) Shares 11,904 (-33.3%) Est. Cost $39.24 Unrealized +247.7%
TREX TREX INC 0.1%
Value ($000) $18,478 (-7.2%) Shares 507,350 (-10.7%) Est. Cost $58.69 Unrealized -28.9%
IWF ISHARES TR 0.0%
Value ($000) $3,152 (-31.4%) Shares 7,393 (-23.8%) Est. Cost $8905.94 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $685 (-67.7%) Shares 5,274 (-46.6%) Est. Cost $247.13 Unrealized -30.1%
MET METLIFE INC 0.0%
Value ($000) $4,248 (-24.6%) Shares 60,072 (-15.8%) Est. Cost $54.31 Unrealized +42.6%
ALC ALCON AG 0.0%
Value ($000) $330 (-79.8%) Shares 4,381 (-78.9%) Est. Cost $72.12 Unrealized +11.6%
PSX PHILLIPS 66 0.0%
Value ($000) $4,684 (+37.0%) Shares 25,712 (-3.0%) Est. Cost $64.88 Unrealized +126.7%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $2,847 (-30.3%) Shares 19,662 (-22.7%) Est. Cost $123.94 Unrealized +33.4%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $6,422 (-15.8%) Shares 58,927 (-7.8%) Est. Cost $165.31 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $14,782 (-7.3%) Shares 34,353 (-14.6%) Est. Cost $10050.66 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $917 (-55.8%) Shares 20,324 (-54.2%) Est. Cost $46.80 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $3,122 (-27.0%) Shares 8,702 (-15.2%) Est. Cost $464.31 Unrealized -13.7%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $4,040 (-21.9%) Shares 75,559 (-1.3%) Est. Cost $48.11 Unrealized +31.4%
IWN ISHARES TR 0.0%
Value ($000) $523 (-68.0%) Shares 2,758 (-69.4%) Est. Cost $173.20 Unrealized
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $3,078 (+56.1%) Shares 49,760 (-9.2%) Est. Cost $42.14 Unrealized +7.3%
SYY SYSCO CORP 0.0%
Value ($000) $3,165 (-25.1%) Shares 44,372 (-22.6%) Est. Cost $71.96 Unrealized +14.3%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $2,863 (-26.7%) Shares 167,224 (-17.8%) Est. Cost $3675.50 Unrealized
AES AES CORP 0.0%
Value ($000) $169 (-85.9%) Shares 12,000 (-85.7%) Est. Cost $10.80 Unrealized +40.2%
SNPS SYNOPSYS INC 0.0%
Value ($000) $4,838 (-17.2%) Shares 12,203 (-1.9%) Est. Cost $462.80 Unrealized +1.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $7,319 (-12.1%) Shares 8,652 (-8.7%) Est. Cost $341.77 Unrealized +172.9%
D DOMINION ENERGY INC 0.1%
Value ($000) $24,626 (+4.2%) Shares 398,348 (-1.2%) Est. Cost $45.21 Unrealized +36.3%
SO SOUTHERN CO 0.1%
Value ($000) $12,970 (+8.3%) Shares 134,370 (-2.2%) Est. Cost $65.06 Unrealized +37.6%
OEF ISHARES TR 0.0%
Value ($000) $955 (-50.9%) Shares 3,002 (-47.1%) Est. Cost $282.21 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $2,120 (-30.6%) Shares 53,829 (-20.0%) Est. Cost $39.98 Unrealized +17.7%
KEX KIRBY CORP 0.1%
Value ($000) $26,768 (-3.2%) Shares 199,506 (-19.9%) Est. Cost $112.98 Unrealized +10.3%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,396 (-26.9%) Shares 18,868 (-18.1%) Est. Cost $105.12 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $4,325 (-16.8%) Shares 54,446 (-22.6%) Est. Cost $53.33 Unrealized +44.7%
MMM 3M CO 0.0%
Value ($000) $4,927 (-14.8%) Shares 33,947 (-6.0%) Est. Cost $98.53 Unrealized +66.4%
MSTR STRATEGY INC 0.0%
Value ($000) $217 (-79.4%) Shares 1,739 (-75.0%) Est. Cost $307.95 Unrealized -52.3%
BLD TOPBUILD COR 0.0%
Value ($000) $260 (-76.2%) Shares 740 (-71.7%) Est. Cost $305.37 Unrealized +61.1%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $1,575 (-34.2%) Shares 3,327 (-35.1%) Est. Cost $239.85 Unrealized +107.6%
IYC ISHARES TR 0.0%
Value ($000) $675 (-54.4%) Shares 6,960 (-51.5%) Est. Cost $5612.74 Unrealized
NE NOBLE CORP PLC 0.0%
Value ($000) $2,768 (+38.7%) Shares 56,401 (-20.2%) Est. Cost $28.06 Unrealized +32.4%
LIN LINDE PLC 0.1%
Value ($000) $12,757 (+6.3%) Shares 25,732 (-8.6%) Est. Cost $404.13 Unrealized +13.8%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $6,388 (-10.4%) Shares 27,388 (-14.5%) Est. Cost $188.71 Unrealized +33.0%
CMI CUMMINS INC 0.1%
Value ($000) $20,494 (+3.7%) Shares 38,092 (-1.6%) Est. Cost $189.87 Unrealized +203.1%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $18,298 (+4.2%) Shares 520,727 (-22.0%) Est. Cost $19.16 Unrealized +47.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $675 (-51.6%) Shares 10,749 (-26.4%) Est. Cost $59.52 Unrealized +44.2%
ZTS ZOETIS INC 0.0%
Value ($000) $1,463 (-32.6%) Shares 12,397 (-28.1%) Est. Cost $129.22 Unrealized -2.5%
O REALTY INCOME CORP 0.0%
Value ($000) $6,857 (-9.3%) Shares 112,081 (-16.5%) Est. Cost $50.80 Unrealized +12.8%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $8,836 (-7.4%) Shares 192,553 (-13.8%) Est. Cost $485.10 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $6,136 (+12.7%) Shares 21,731 (-18.3%) Est. Cost $136.75 Unrealized +66.9%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $5,365 (-11.4%) Shares 7,689 (-4.3%) Est. Cost $361.28 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $1,579 (-30.0%) Shares 2,811 (-15.7%) Est. Cost $540.96 Unrealized +23.9%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $2,386 (-21.4%) Shares 18,746 (-18.2%) Est. Cost $121.84 Unrealized +13.7%
TRU TRANSUNION 0.0%
Value ($000) $2,441 (-20.8%) Shares 35,284 (-1.8%) Est. Cost $69.45 Unrealized +13.6%
FDV FEDERATED HERMES ETF TRUST 0.0%
Value ($000) $438 (-59.0%) Shares 14,235 (-62.0%) Est. Cost $26.84 Unrealized
BMO BANK MONTREAL MEDIUM 0.0%
Value ($000) $2,581 (-19.5%) Shares 19,068 (-22.8%) Est. Cost $92.11 Unrealized +50.8%
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $959 (-39.4%) Shares 9,832 (-42.5%) Est. Cost $54.65 Unrealized
AWI ARMSTRONG WORLD INDS INC NEW 0.0%
Value ($000) $2,078 (-22.9%) Shares 12,609 (-10.6%) Est. Cost $98.32 Unrealized +96.1%
APP APPLOVIN CORP 0.0%
Value ($000) $742 (-45.1%) Shares 1,864 (-7.0%) Est. Cost $345.90 Unrealized +46.6%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $3,042 (+24.3%) Shares 23,916 (-13.0%) Est. Cost $98.11 Unrealized +14.2%
UVV UNIVERSAL CORP VA MTNS BK EN 0.0%
Value ($000) $6,446 (-8.3%) Shares 122,310 (-8.2%) Est. Cost $53.14 Unrealized +2.7%
VEEV VEEVA SYS INC 0.0%
Value ($000) $796 (-42.0%) Shares 4,534 (-26.3%) Est. Cost $254.34 Unrealized -19.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $4,441 (-11.4%) Shares 59,617 (-3.3%) Est. Cost $35.64 Unrealized +130.8%
CELH CELSIUS HLDGS INC 0.0%
Value ($000) $536 (-50.6%) Shares 15,104 (-36.3%) Est. Cost $50.64 Unrealized +0.1%
KRE SPDR SERIES TRUST 0.0%
Value ($000) $940 (-36.1%) Shares 14,422 (-36.5%) Est. Cost $60.37 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1,119 (-31.5%) Shares 24,749 (-11.6%) Est. Cost $84.42 Unrealized -40.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $2,877 (-15.1%) Shares 40,151 (-5.9%) Est. Cost $61.89 Unrealized +26.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,354 (-27.3%) Shares 18,012 (-27.5%) Est. Cost $67.20 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $3,185 (+18.8%) Shares 38,280 (-4.0%) Est. Cost $44.89 Unrealized +62.1%
CHWY CHEWY INC 0.0%
Value ($000) $1,008 (-33.0%) Shares 37,350 (-18.0%) Est. Cost $47.90 Unrealized -38.9%
B BARRICK MNG CORP 0.0%
Value ($000) $3,917 (-11.1%) Shares 96,144 (-5.0%) Est. Cost $20.72 Unrealized +133.1%
MSCI MSCI INC 0.0%
Value ($000) $2,723 (-15.2%) Shares 5,051 (-9.7%) Est. Cost $509.74 Unrealized +11.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $2,231 (-17.7%) Shares 17,780 (-3.8%) Est. Cost $1550.27 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $2,457 (-16.1%) Shares 44,980 (-20.4%) Est. Cost $17.94 Unrealized +225.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $1,115 (-28.8%) Shares 49,227 (-25.5%) Est. Cost $31.89 Unrealized -24.0%
OVV OVINTIV INC 0.0%
Value ($000) $1,597 (+38.5%) Shares 26,898 (-8.6%) Est. Cost $41.53 Unrealized +5.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $414 (-51.3%) Shares 8,815 (-31.0%) Est. Cost $70.90 Unrealized -20.5%
AGX ARGAN INC 0.0%
Value ($000) $1,132 (+62.1%) Shares 2,078 (-6.8%) Est. Cost $195.86 Unrealized +89.2%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $4,840 (-8.2%) Shares 39,420 (-2.0%) Est. Cost $106.07 Unrealized +27.3%
AZO AUTOZONE INC 0.0%
Value ($000) $475 (-47.5%) Shares 141 (-47.2%) Est. Cost $2264.53 Unrealized +60.1%
IAI ISHARES TR 0.0%
Value ($000) $403 (-51.5%) Shares 2,457 (-47.0%) Est. Cost $120.22 Unrealized
QQQE DIREXION SHARES ETF TRUST 0.0%
Value ($000) $893 (-32.1%) Shares 9,059 (-29.5%) Est. Cost $89.18 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $375 (-52.3%) Shares 9,305 (-20.5%) Est. Cost $82.02 Unrealized -30.6%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $3,902 (+11.5%) Shares 18,263 (-10.7%) Est. Cost $75.77 Unrealized +198.2%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $2,488 (-13.9%) Shares 9,669 (-6.6%) Est. Cost $9489.87 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $14,217 (+2.8%) Shares 61,870 (-1.7%) Est. Cost $158.49 Unrealized +42.6%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $1,838 (-17.5%) Shares 6,151 (-13.1%) Est. Cost $10384.38 Unrealized
DOW DOW HLDGS INC 0.0%
Value ($000) $902 (+75.0%) Shares 21,647 (-1.8%) Est. Cost $37.79 Unrealized -23.1%
MDB MONGODB INC 0.0%
Value ($000) $302 (-56.1%) Shares 1,235 (-24.7%) Est. Cost $343.84 Unrealized +9.4%
ASML ASML HLDG NV 0.0%
Value ($000) $5,139 (-7.0%) Shares 3,891 (-24.7%) Est. Cost $692.89 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $572 (-40.0%) Shares 5,247 (-11.1%) Est. Cost $150.78 Unrealized -1.4%
ARGX ARGENX SE 0.0%
Value ($000) $683 (-35.2%) Shares 935 (-25.4%) Est. Cost $393.93 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $1,682 (-17.7%) Shares 10,894 (-3.8%) Est. Cost $153.60 Unrealized +21.1%
AMGN AMGEN INC 0.1%
Value ($000) $20,487 (-1.7%) Shares 58,226 (-8.5%) Est. Cost $163.68 Unrealized +113.6%
KVUE KENVUE INC 0.0%
Value ($000) $338 (-50.8%) Shares 19,594 (-50.8%) Est. Cost $20.48 Unrealized -13.8%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $2,276 (-13.1%) Shares 9,080 (-4.6%) Est. Cost $278.45 Unrealized -9.5%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $4,418 (+8.3%) Shares 33,720 (-2.8%) Est. Cost $45.82 Unrealized +205.2%
PTC PTC INC 0.0%
Value ($000) $295 (-53.1%) Shares 2,069 (-42.6%) Est. Cost $120.34 Unrealized +33.7%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $364 (-47.2%) Shares 15,756 (-54.2%) Est. Cost $30.84 Unrealized -32.1%
IYJ ISHARES TR 0.0%
Value ($000) $1,582 (-16.9%) Shares 10,725 (-16.6%) Est. Cost $3526.94 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $202 (-61.2%) Shares 14,199 (-47.2%) Est. Cost $17.44 Unrealized +15.6%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1,547 (-17.0%) Shares 68,777 (-10.5%) Est. Cost $33.39 Unrealized -28.4%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $239 (-56.5%) Shares 860 (-51.1%) Est. Cost $273.76 Unrealized +10.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $7,296 (+4.4%) Shares 28,046 (-1.1%) Est. Cost $109.18 Unrealized +150.3%
TMFC RBB FD INC 0.0%
Value ($000) $719 (-29.9%) Shares 10,900 (-23.8%) Est. Cost $49.48 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,878 (-14.0%) Shares 46,298 (-11.2%) Est. Cost $42.62 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $6,294 (-4.6%) Shares 29,965 (-7.8%) Est. Cost $147.18 Unrealized +36.1%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $465 (-39.0%) Shares 436 (-3.3%) Est. Cost $556.43 Unrealized +163.6%
COHR COHERENT CORP 0.0%
Value ($000) $4,994 (+6.2%) Shares 20,964 (-17.7%) Est. Cost $45.55 Unrealized +368.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $3,104 (+10.3%) Shares 12,700 (-6.6%) Est. Cost $105.51 Unrealized +116.0%
T AT&T INC 0.0%
Value ($000) $4,995 (+6.1%) Shares 172,315 (-9.1%) Est. Cost $15.38 Unrealized +67.4%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $1,667 (-14.1%) Shares 58,624 (-6.0%) Est. Cost $18.26 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $1,633 (-14.2%) Shares 21,680 (-8.0%) Est. Cost $43.82 Unrealized +74.7%
HTHT H WORLD GROUP LTD 0.0%
Value ($000) $1,695 (-13.6%) Shares 33,695 (-19.1%) Est. Cost $36.68 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1,314 (-16.8%) Shares 13,453 (-3.9%) Est. Cost $81.10 Unrealized +32.4%
ENTG ENTEGRIS INC 0.0%
Value ($000) $1,022 (+34.3%) Shares 8,719 (-3.5%) Est. Cost $32.82 Unrealized +260.6%
INTC INTEL CORP 0.0%
Value ($000) $1,843 (+16.3%) Shares 41,754 (-2.8%) Est. Cost $42.71 Unrealized +8.7%
GWW WW GRAINGER INC 0.0%
Value ($000) $1,548 (-14.2%) Shares 1,419 (-20.7%) Est. Cost $420.74 Unrealized +160.2%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $538 (-32.0%) Shares 23,643 (-12.6%) Est. Cost $37.27 Unrealized -16.5%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $482 (-34.4%) Shares 2,759 (-15.0%) Est. Cost $238.25 Unrealized -15.8%
IYW ISHARES TR 0.0%
Value ($000) $1,484 (-14.4%) Shares 8,180 (-5.8%) Est. Cost $7644.30 Unrealized
VIRTUS ARTIFICIAL INTELLIGEN 0.0%
Value ($000) $257 (-49.1%) Shares 12,000 (-48.3%) Est. Cost $23.67 Unrealized
COR CENCORA INC 0.0%
Value ($000) $1,565 (-13.4%) Shares 4,983 (-6.9%) Est. Cost $136.15 Unrealized +159.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $595 (-28.9%) Shares 1,682 (-10.5%) Est. Cost $511.61 Unrealized -26.1%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $349 (-40.8%) Shares 13,259 (-37.1%) Est. Cost $30.10 Unrealized -5.9%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1,280 (-15.8%) Shares 8,099 (-2.8%) Est. Cost $158.44 Unrealized +10.7%
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $219 (-51.9%) Shares 5,681 (-51.2%) Est. Cost $34.17 Unrealized
SAP SAP SE 0.0%
Value ($000) $200 (-54.1%) Shares 1,168 (-34.9%) Est. Cost $147.10 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $548 (-30.0%) Shares 7,727 (-26.7%) Est. Cost $74.17 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $535 (-30.4%) Shares 1,563 (-7.7%) Est. Cost $506.92 Unrealized -24.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $2,380 (-8.8%) Shares 51,275 (-3.8%) Est. Cost $74.00 Unrealized -33.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $235 (-49.2%) Shares 1,645 (-34.0%) Est. Cost $150.33 Unrealized +17.4%
IYE ISHARES TR 0.0%
Value ($000) $860 (+34.7%) Shares 13,276 (-1.2%) Est. Cost $38.37 Unrealized
ADI ANALOG DEVICES INC 0.8%
Value ($000) $145,979 (-0.1%) Shares 458,850 (-14.6%) Est. Cost $186.73 Unrealized +69.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $3,746 (+6.1%) Shares 43,956 (-1.6%) Est. Cost $55.66 Unrealized +59.4%
IYF ISHARES TR 0.0%
Value ($000) $1,928 (-10.0%) Shares 16,390 (-1.4%) Est. Cost $17355.30 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $707 (+43.3%) Shares 10,882 (-9.4%) Est. Cost $57.34 Unrealized -20.8%
MCK MCKESSON CORP 0.0%
Value ($000) $6,664 (+3.3%) Shares 7,701 (-2.1%) Est. Cost $552.84 Unrealized +58.4%
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $719 (-22.6%) Shares 7,675 (-20.0%) Est. Cost $77.15 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $1,107 (+23.3%) Shares 82,000 (-23.4%) Est. Cost $10.28 Unrealized -9.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $8,871 (-2.3%) Shares 67,089 (-30.7%) Est. Cost $73.59 Unrealized +39.5%
IJT ISHARES TR 0.0%
Value ($000) $723 (-22.1%) Shares 4,999 (-24.0%) Est. Cost $117.97 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $1,556 (-11.6%) Shares 5,713 (-6.6%) Est. Cost $236.14 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $7,324 (-2.7%) Shares 61,758 (-2.1%) Est. Cost $116.18 Unrealized
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $791 (-20.3%) Shares 17,913 (-10.1%) Est. Cost $39.64 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $733 (-21.5%) Shares 15,182 (-17.8%) Est. Cost $17.56 Unrealized +251.7%
AIR AAR CORP 0.0%
Value ($000) $1,049 (+23.6%) Shares 9,586 (-6.5%) Est. Cost $64.09 Unrealized +65.7%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $1,810 (-9.5%) Shares 240,022 (-2.7%) Est. Cost $7.04 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $3,919 (-4.6%) Shares 175,433 (-3.3%) Est. Cost $22.35 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $768 (-19.7%) Shares 10,794 (-7.5%) Est. Cost $74.60 Unrealized +10.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $949 (-16.5%) Shares 6,324 (-23.2%) Est. Cost $179.38 Unrealized -13.0%
DIA STATE STR SPDR DOW JONES IND 0.0%
Value ($000) $2,431 (-7.1%) Shares 5,248 (-3.6%) Est. Cost $293.93 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $5,962 (-2.9%) Shares 22,412 (-4.1%) Est. Cost $143.37 Unrealized +99.6%
EME EMCOR GROUP INC 0.0%
Value ($000) $1,237 (+16.4%) Shares 1,676 (-3.5%) Est. Cost $206.53 Unrealized +251.8%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $688 (-20.1%) Shares 2,287 (-5.1%) Est. Cost $248.76 Unrealized +43.5%
TMFS RBB FD INC 0.0%
Value ($000) $606 (-21.9%) Shares 18,950 (-15.0%) Est. Cost $31.40 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $538 (-23.5%) Shares 6,621 (-16.4%) Est. Cost $95.00 Unrealized -6.6%
UTZ UTZ BRANDS INC 0.0%
Value ($000) $314 (-34.5%) Shares 39,623 (-14.2%) Est. Cost $15.33 Unrealized -34.0%
TBIL RBB FD INC 0.0%
Value ($000) $4,136 (-3.7%) Shares 82,953 (-3.7%) Est. Cost $49.93 Unrealized
FDUS FIDUS INVT CORP 0.0%
Value ($000) $532 (-23.1%) Shares 30,558 (-14.8%) Est. Cost $11.02 Unrealized +74.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $6,478 (-2.4%) Shares 49,009 (-5.8%) Est. Cost $111.65 Unrealized +15.6%
FISV FISERV INC 0.0%
Value ($000) $283 (-36.0%) Shares 5,064 (-22.9%) Est. Cost $123.39 Unrealized -48.2%
GDX VANECK ETF TRUST 0.0%
Value ($000) $5,349 (+3.0%) Shares 58,292 (-3.7%) Est. Cost $34.82 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $601 (-20.3%) Shares 40,343 (-6.4%) Est. Cost $7.55 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $276 (-35.3%) Shares 1,341 (-32.8%) Est. Cost $229.84 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $526 (-22.2%) Shares 2,652 (-22.3%) Est. Cost $162.10 Unrealized +28.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $509 (-22.8%) Shares 7,874 (-23.8%) Est. Cost $75.96 Unrealized -0.3%
ILCG ISHARES TR 0.0%
Value ($000) $1,415 (-9.6%) Shares 14,816 (-1.5%) Est. Cost $2959.14 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $1,335 (-10.0%) Shares 22,950 (-5.9%) Est. Cost $51.13 Unrealized
STE STERIS PLC 0.0%
Value ($000) $274 (-35.1%) Shares 1,238 (-25.6%) Est. Cost $233.13 Unrealized +9.6%
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value ($000) $647 (-18.6%) Shares 343 (-7.3%) Est. Cost $1895.91 Unrealized +10.4%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $691 (-17.4%) Shares 5,719 (-8.8%) Est. Cost $112.69 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.0%
Value ($000) $776 (-15.8%) Shares 1,258 (-17.7%) Est. Cost $572.91 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $1,552 (-8.5%) Shares 7,094 (-10.2%) Est. Cost $135.81 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $447 (-24.2%) Shares 28,432 (-16.5%) Est. Cost $26.43 Unrealized -31.8%
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $1,224 (-10.4%) Shares 104,375 (-15.7%) Est. Cost $9.95 Unrealized +12.0%
RY ROYAL BK CDA 0.0%
Value ($000) $1,920 (-6.9%) Shares 11,869 (-1.9%) Est. Cost $76.78 Unrealized +121.3%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $1,007 (-12.2%) Shares 55,897 (-1.5%) Est. Cost $11.37 Unrealized +76.0%
TLT ISHARES TR 0.0%
Value ($000) $7,120 (-1.9%) Shares 82,134 (-1.4%) Est. Cost $99.18 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $1,836 (-7.0%) Shares 12,984 (-2.0%) Est. Cost $111.96 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $2,151 (-6.0%) Shares 8,962 (-2.0%) Est. Cost $202.72 Unrealized
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $332 (-29.3%) Shares 1,529 (-5.4%) Est. Cost $294.16 Unrealized -16.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $300 (-31.3%) Shares 707 (-8.1%) Est. Cost $269.22 Unrealized +95.7%
GIS GENERAL MILLS INC 0.0%
Value ($000) $429 (-24.0%) Shares 11,523 (-5.0%) Est. Cost $44.85 Unrealized +1.4%
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $1,239 (-9.7%) Shares 4,925 (-30.8%) Est. Cost $189.59 Unrealized +13.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $843 (-13.7%) Shares 11,200 (-1.8%) Est. Cost $75.11 Unrealized +1.6%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $310 (-29.9%) Shares 2,473 (-25.8%) Est. Cost $98.06 Unrealized
DG DOLLAR GEN CORP 0.0%
Value ($000) $265 (-32.7%) Shares 2,230 (-24.7%) Est. Cost $81.03 Unrealized +82.3%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $703 (+22.3%) Shares 4,062 (-11.0%) Est. Cost $118.14 Unrealized
SAFT SAFETY INS GROUP INC 0.0%
Value ($000) $688 (-15.7%) Shares 9,450 (-9.6%) Est. Cost $54.99 Unrealized +40.9%
SKT TANGER INC 0.0%
Value ($000) $550 (-18.7%) Shares 16,200 (-20.2%) Est. Cost $4798.38 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $305 (-29.3%) Shares 1,476 (-31.1%) Est. Cost $149.43 Unrealized +48.0%
IAC IAC INC 0.0%
Value ($000) $1,897 (-6.2%) Shares 47,390 (-8.3%) Est. Cost $43.45 Unrealized -13.3%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,140 (-9.8%) Shares 18,856 (-6.1%) Est. Cost $7709.67 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $412 (-22.8%) Shares 6,782 (-25.9%) Est. Cost $119.62 Unrealized -46.2%
EAT BRINKER INTL INC 0.0%
Value ($000) $519 (-18.9%) Shares 3,633 (-18.5%) Est. Cost $155.65 Unrealized +1.9%
PRI PRIMERICA INC 0.0%
Value ($000) $2,175 (-5.3%) Shares 8,682 (-2.3%) Est. Cost $172.67 Unrealized +51.3%
ROST ROSS STORES INC 0.0%
Value ($000) $1,254 (-8.7%) Shares 5,789 (-24.1%) Est. Cost $121.14 Unrealized +58.8%
F FORD MTR CO 0.0%
Value ($000) $412 (-22.5%) Shares 35,696 (-11.8%) Est. Cost $10.76 Unrealized +27.7%
MLCO MELCO RESORTS AND ENTMNT LTD 0.0%
Value ($000) $108 (-52.4%) Shares 19,024 (-36.6%) Est. Cost $14.09 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $449 (+36.1%) Shares 3,892 (-3.7%) Est. Cost $84.91 Unrealized +19.2%
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $2,172 (-5.2%) Shares 64,305 (-3.8%) Est. Cost $32.75 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $6,973 (-1.7%) Shares 84,449 (-1.4%) Est. Cost $139.11 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $7,826 (+1.5%) Shares 129,140 (-9.6%) Est. Cost $53.27 Unrealized +7.8%
HCRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $1,191 (-8.7%) Shares 33,966 (-7.7%) Est. Cost $35.39 Unrealized
PAAA PGIM ETF TR 0.0%
Value ($000) $1,344 (-7.7%) Shares 26,266 (-7.6%) Est. Cost $51.37 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $6,564 (-1.7%) Shares 59,463 (-1.9%) Est. Cost $110.28 Unrealized
CR CRANE COMPANY 0.0%
Value ($000) $214 (-33.8%) Shares 1,250 (-28.6%) Est. Cost $100.77 Unrealized +96.7%
FFIV F5 INC 0.0%
Value ($000) $1,427 (+8.0%) Shares 4,932 (-4.8%) Est. Cost $205.01 Unrealized +32.9%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $362 (+40.0%) Shares 1,274 (-4.1%) Est. Cost $231.67 Unrealized -9.4%
E ENI SPA 0.0%
Value ($000) $520 (+24.2%) Shares 9,187 (-16.8%) Est. Cost $32.01 Unrealized
BALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $3,680 (-2.6%) Shares 109,961 (-2.4%) Est. Cost $32.27 Unrealized
DE DEERE & CO 0.1%
Value ($000) $16,368 (-0.6%) Shares 29,057 (-17.8%) Est. Cost $344.59 Unrealized +60.0%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $3,852 (+2.5%) Shares 26,394 (-2.2%) Est. Cost $1886.66 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $224 (-29.8%) Shares 7,405 (-25.9%) Est. Cost $53.71 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $724 (-11.5%) Shares 8,861 (-14.0%) Est. Cost $67.12 Unrealized +19.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1,044 (-7.8%) Shares 15,705 (-3.7%) Est. Cost $44.74 Unrealized +56.1%
MLKN MILLERKNOLL INC 0.0%
Value ($000) $188 (-31.4%) Shares 13,027 (-13.3%) Est. Cost $19.62 Unrealized +4.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $593 (-12.7%) Shares 814 (-3.0%) Est. Cost $430.72 Unrealized +105.0%
SUI SUN CMNTYS INC 0.0%
Value ($000) $3,625 (-2.3%) Shares 28,777 (-3.8%) Est. Cost $45847.31 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $381 (-18.3%) Shares 1,309 (-7.7%) Est. Cost $201.46 Unrealized +56.3%
LRN STRIDE INC 0.0%
Value ($000) $348 (+30.8%) Shares 3,947 (-3.7%) Est. Cost $136.41 Unrealized -42.7%
SJM SMUCKER J M CO 0.0%
Value ($000) $319 (-20.0%) Shares 3,303 (-18.9%) Est. Cost $136.31 Unrealized -23.6%
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $814 (-8.9%) Shares 17,285 (-8.4%) Est. Cost $47.57 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $455 (-14.9%) Shares 3,365 (-13.3%) Est. Cost $100.43 Unrealized +36.2%
JMTG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,627 (-4.5%) Shares 31,895 (-4.4%) Est. Cost $50.21 Unrealized
GUGGENHEIM ACTIVE ALLOC FD 0.0%
Value ($000) $297 (-20.5%) Shares 19,498 (-20.0%) Est. Cost $14.28 Unrealized
YLD PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $396 (-16.2%) Shares 20,904 (-16.0%) Est. Cost $19.19 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $515 (-12.2%) Shares 2,528 (-12.0%) Est. Cost $131.95 Unrealized +53.5%
EUFN ISHARES TR 0.0%
Value ($000) $898 (-7.3%) Shares 25,774 (-1.4%) Est. Cost $34.01 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $1,062 (-6.2%) Shares 5,361 (-12.4%) Est. Cost $169.38 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value ($000) $1,713 (-3.9%) Shares 31,295 (-11.4%) Est. Cost $45.89 Unrealized +30.8%
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $420 (+19.7%) Shares 1,307 (-3.7%) Est. Cost $189.41 Unrealized +51.4%
AA ALCOA CORP 0.0%
Value ($000) $898 (+8.3%) Shares 13,544 (-13.2%) Est. Cost $30.37 Unrealized +101.2%
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $1,944 (+3.7%) Shares 45,529 (-4.2%) Est. Cost $38.03 Unrealized +6.8%
BLACKROCK MULTI SECTOR INC T 0.0%
Value ($000) $155 (-30.5%) Shares 12,364 (-27.5%) Est. Cost $17.62 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $1,473 (+4.8%) Shares 6,391 (-6.7%) Est. Cost $47.23 Unrealized +379.6%
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value ($000) $367 (-15.5%) Shares 28,350 (-9.6%) Est. Cost $13.50 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $2,037 (-3.1%) Shares 45,397 (-4.1%) Est. Cost $45.84 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $277 (-18.7%) Shares 2,191 (-12.6%) Est. Cost $129.04 Unrealized +0.3%
SPYI NEOS ETF TRUST 0.0%
Value ($000) $207 (-23.4%) Shares 4,200 (-18.4%) Est. Cost $50.43 Unrealized
LAZ LAZARD INC 0.0%
Value ($000) $345 (-14.8%) Shares 8,121 (-2.6%) Est. Cost $40.47 Unrealized +30.0%
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $607 (-9.0%) Shares 3,709 (-14.9%) Est. Cost $151.34 Unrealized
ALIT ALIGHT INC 0.0%
Value ($000) $15 (-79.5%) Shares 25,516 (-31.4%) Est. Cost $9.62 Unrealized -84.8%
EXC EXELON CORP 0.0%
Value ($000) $888 (+6.8%) Shares 18,122 (-5.0%) Est. Cost $40.25 Unrealized +12.1%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $5,941 (-0.9%) Shares 6,636 (-2.7%) Est. Cost $361.20 Unrealized +165.2%
JBL JABIL INC 0.0%
Value ($000) $468 (+13.5%) Shares 1,763 (-2.5%) Est. Cost $135.82 Unrealized +82.6%
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $253 (-17.8%) Shares 9,858 (-17.4%) Est. Cost $29.51 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $499 (-9.7%) Shares 3,218 (-2.3%) Est. Cost $107.92 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $251 (-16.5%) Shares 2,169 (-20.8%) Est. Cost $102.34 Unrealized +20.2%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,242 (-1.5%) Shares 63,825 (-14.0%) Est. Cost $36.10 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value ($000) $259 (-16.0%) Shares 23,740 (-12.8%) Est. Cost $15.57 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $319 (-13.4%) Shares 7,553 (-14.1%) Est. Cost $81.15 Unrealized -43.7%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,363 (-2.0%) Shares 14,261 (-7.4%) Est. Cost $83.21 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $404 (+13.3%) Shares 6,399 (-1.5%) Est. Cost $44.58 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $440 (-9.7%) Shares 25,525 (-5.6%) Est. Cost $18.48 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $445 (-9.5%) Shares 5,193 (-5.0%) Est. Cost $55.24 Unrealized +70.2%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $326 (-12.2%) Shares 9,123 (-3.1%) Est. Cost $31.24 Unrealized +40.2%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $298 (+17.6%) Shares 757 (-6.1%) Est. Cost $300.56 Unrealized +16.2%
CAFG PACER FDS TR 0.0%
Value ($000) $216 (-16.7%) Shares 7,919 (-22.3%) Est. Cost $24.62 Unrealized
VIRTUS DIVIDEND INTEREST & P 0.0%
Value ($000) $195 (-18.1%) Shares 15,472 (-16.2%) Est. Cost $11.56 Unrealized
NIXT EA SERIES TRUST 0.0%
Value ($000) $747 (-5.4%) Shares 27,160 (-9.0%) Est. Cost $25.50 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $343 (-10.9%) Shares 1,529 (-16.1%) Est. Cost $209.57 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $273 (+17.3%) Shares 3,622 (-3.7%) Est. Cost $44.33 Unrealized +53.6%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $275 (-12.6%) Shares 6,297 (-24.2%) Est. Cost $37.59 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $223 (-15.1%) Shares 8,108 (-10.8%) Est. Cost $23.37 Unrealized +20.8%
GLPI GAMING & LEISURE P 0.0%
Value ($000) $480 (-7.5%) Shares 10,837 (-6.5%) Est. Cost $22462.00 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1,192 (-3.1%) Shares 9,833 (-21.9%) Est. Cost $96.73 Unrealized +12.9%
MUB ISHARES TR 0.0%
Value ($000) $1,056 (-3.4%) Shares 9,947 (-2.5%) Est. Cost $21831.89 Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $330 (+12.6%) Shares 8,538 (-18.6%) Est. Cost $28.78 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $694 (-5.0%) Shares 3,759 (-13.8%) Est. Cost $120.75 Unrealized +42.0%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $1,179 (-2.9%) Shares 10,743 (-2.4%) Est. Cost $77.54 Unrealized +36.4%
IBIC ISHARES TR 0.0%
Value ($000) $229 (-13.3%) Shares 8,844 (-14.5%) Est. Cost $25.55 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $369 (+10.4%) Shares 9,393 (-4.8%) Est. Cost $26.61 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $376 (-8.3%) Shares 16,580 (-7.2%) Est. Cost $33.43 Unrealized
MRCC MONROE CAP CORP 0.0%
Value ($000) $52 (-38.6%) Shares 11,300 (-15.0%) Est. Cost $6.39 Unrealized -0.2%
UGI UGI CORP NEW 0.0%
Value ($000) $237 (-12.1%) Shares 6,519 (-9.7%) Est. Cost $26.10 Unrealized +46.5%
STXG EA SERIES TRUST 0.0%
Value ($000) $205 (-13.5%) Shares 4,373 (-6.2%) Est. Cost $50.89 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $692 (+4.6%) Shares 1,822 (-6.4%) Est. Cost $234.16 Unrealized +75.3%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $326 (+10.2%) Shares 1,281 (-3.8%) Est. Cost $149.83 Unrealized +80.2%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $220 (-11.7%) Shares 613 (-3.2%) Est. Cost $234.52 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $331 (-7.8%) Shares 7,032 (-9.6%) Est. Cost $42.16 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $325 (-7.8%) Shares 13,113 (-7.5%) Est. Cost $24.48 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $266 (-9.4%) Shares 2,439 (-8.4%) Est. Cost $109.85 Unrealized
EES WISDOMTREE TR 0.0%
Value ($000) $357 (-7.0%) Shares 6,146 (-8.8%) Est. Cost $3117.30 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $443 (-5.7%) Shares 17,296 (-1.0%) Est. Cost $29.84 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $256 (+11.7%) Shares 5,718 (-5.0%) Est. Cost $37.86 Unrealized +8.3%
IXJ ISHARES TR 0.0%
Value ($000) $504 (-5.0%) Shares 5,390 (-1.1%) Est. Cost $84.09 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $280 (-8.5%) Shares 900 (-10.0%) Est. Cost $178.88 Unrealized +77.4%
SDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3,350 (+0.8%) Shares 84,963 (-2.1%) Est. Cost $36.00 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $762 (-3.2%) Shares 7,612 (-3.8%) Est. Cost $83.07 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $2,130 (-1.1%) Shares 27,168 (-2.2%) Est. Cost $5447.70 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $490 (-4.4%) Shares 5,575 (-2.7%) Est. Cost $82.36 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $215 (-9.0%) Shares 10,533 (-6.3%) Est. Cost $22.24 Unrealized
COHEN & STEERS SELECT PFD & 0.0%
Value ($000) $241 (-7.7%) Shares 12,430 (-3.5%) Est. Cost $18.10 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $404 (-4.7%) Shares 7,929 (-4.8%) Est. Cost $50.76 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $514 (+4.0%) Shares 11,400 (-4.2%) Est. Cost $10495.96 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $831 (+2.4%) Shares 2,168 (-3.8%) Est. Cost $270.59 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $928 (-2.0%) Shares 38,991 (-1.2%) Est. Cost $16.53 Unrealized +33.5%
EATON VANCE TAX ADVT DIV INC 0.0%
Value ($000) $457 (-4.0%) Shares 18,599 (-1.6%) Est. Cost $23.20 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $2,101 (+0.9%) Shares 11,523 (-1.2%) Est. Cost $90.38 Unrealized +130.0%
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $713 (+2.5%) Shares 26,512 (-1.7%) Est. Cost $19.88 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $255 (-6.4%) Shares 3,683 (-9.0%) Est. Cost $60.43 Unrealized +16.0%
PAVE GLOBAL X FDS 0.0%
Value ($000) $268 (-6.1%) Shares 5,281 (-11.7%) Est. Cost $27.33 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $152 (+11.6%) Shares 10,140 (-1.8%) Est. Cost $11.60 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $505 (-3.0%) Shares 3,651 (-1.1%) Est. Cost $123.01 Unrealized
MKSI MKS INC. 0.0%
Value ($000) $340 (+4.9%) Shares 1,480 (-26.6%) Est. Cost $82.63 Unrealized +172.5%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $1,968 (+0.8%) Shares 32,823 (-1.9%) Est. Cost $49.19 Unrealized +28.3%
URA GLOBAL X FDS 0.0%
Value ($000) $511 (-2.8%) Shares 10,555 (-14.2%) Est. Cost $27.41 Unrealized
SBLK STAR BULK CARRIERS CORP. 0.0%
Value ($000) $402 (-2.6%) Shares 17,519 (-18.5%) Est. Cost $19.96 Unrealized +12.0%
IUSV ISHARES TR 0.0%
Value ($000) $219 (-4.2%) Shares 2,143 (-3.9%) Est. Cost $94.73 Unrealized
TU TELUS CORPORATION 0.0%
Value ($000) $199 (-4.6%) Shares 15,502 (-1.8%) Est. Cost $17.50 Unrealized -21.9%
IJK ISHARES TR 0.0%
Value ($000) $343 (+2.7%) Shares 3,411 (-1.2%) Est. Cost $77.53 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $292 (-2.7%) Shares 7,957 (-5.8%) Est. Cost $30.74 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $715 (+1.1%) Shares 9,773 (-1.2%) Est. Cost $69.67 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $566 (-1.2%) Shares 5,025 (-3.3%) Est. Cost $93.01 Unrealized +24.9%
WEST WESTROCK COFFEE CO 0.0%
Value ($000) $939 (+0.7%) Shares 220,900 (-3.5%) Est. Cost $9.40 Unrealized -50.2%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $227 (+2.9%) Shares 5,000 (-1.0%) Est. Cost $41.98 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $678 (+0.8%) Shares 2,503 (-3.5%) Est. Cost $172.16 Unrealized +50.1%
IJS ISHARES TR 0.0%
Value ($000) $348 (+1.3%) Shares 2,936 (-2.8%) Est. Cost $102.70 Unrealized
RGA REINSURANCE GROUP AMER INC 0.0%
Value ($000) $277 (-1.4%) Shares 1,358 (-1.7%) Est. Cost $195.19 Unrealized +6.4%
PIMCO MUN INCOME FD II 0.0%
Value ($000) $86 (-4.1%) Shares 11,393 (-4.5%) Est. Cost $7.91 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $356 (+1.0%) Shares 1,818 (-5.2%) Est. Cost $178.89 Unrealized +15.9%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $225 (-1.3%) Shares 8,513 (-2.8%) Est. Cost $47.66 Unrealized -41.3%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $415 (+0.5%) Shares 3,051 (-3.6%) Est. Cost $132.59 Unrealized -2.8%
SAIA SAIA INC 0.0%
Value ($000) $543 (-0.3%) Shares 1,546 (-7.4%) Est. Cost $485.53 Unrealized -23.4%
IR INGERSOLL RAND INC 0.0%
Value ($000) $1,237 (+0.0%) Shares 15,444 (-1.1%) Est. Cost $52.79 Unrealized +71.3%

Unchanged Positions (233)

ELV ELEVANCE HEALTH INC FORMERLY 0.9%
Value ($000) $166,758 Shares 574,012 Est. Cost $339.64 Unrealized +3.5%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $349,426 Shares 2,003,591 Est. Cost $103.22 Unrealized +80.8%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $182,921 Shares 1,974,364 Est. Cost $62.59 Unrealized +39.3%
V VISA INC 0.8%
Value ($000) $145,647 Shares 482,673 Est. Cost $84.05 Unrealized +291.6%
GOOGL ALPHABET INC 1.2%
Value ($000) $225,540 Shares 790,404 Est. Cost $108.60 Unrealized +197.7%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $152,507 Shares 306,025 Est. Cost $178.34 Unrealized +202.3%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $97,368 Shares 950,059 Est. Cost $83.82 Unrealized +37.7%
COST COSTCO WHOLESALE CORPORATION 0.7%
Value ($000) $126,176 Shares 126,630 Est. Cost $430.10 Unrealized +124.1%
ENB ENBRIDGE INC 0.6%
Value ($000) $105,318 Shares 1,946,387 Est. Cost $24.31 Unrealized +99.8%
ENOV ENOVIS CORPORATION 0.3%
Value ($000) $55,470 Shares 2,438,241 Est. Cost $54.30 Unrealized -56.5%
GOOG ALPHABET INC 0.4%
Value ($000) $82,006 Shares 286,065 Est. Cost $110.06 Unrealized +194.1%
CTAS CINTAS CORP 0.4%
Value ($000) $69,136 Shares 409,047 Est. Cost $187.80 Unrealized +2.9%
JCI JOHNSON CONTROLS INTERNATION 0.5%
Value ($000) $101,006 Shares 778,556 Est. Cost $56.36 Unrealized +123.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $31,538 Shares 44,516 Est. Cost $118.88 Unrealized +475.7%
HD HOME DEPOT INC 0.4%
Value ($000) $82,118 Shares 250,303 Est. Cost $174.16 Unrealized +116.5%
TJX TJX COS INC NEW 0.8%
Value ($000) $141,947 Shares 893,891 Est. Cost $59.13 Unrealized +160.8%
TTE TOTALENERGIES SE 0.1%
Value ($000) $13,432 Shares 147,634 Est. Cost $63.23 Unrealized +13.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $113,796 Shares 723,897 Est. Cost $102.91 Unrealized +60.3%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $12,982 Shares 190,858 Est. Cost $18.37 Unrealized +315.1%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $48,159 Shares 280,994 Est. Cost $178.97 Unrealized +5.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $20,966 Shares 92,759 Est. Cost $171.45 Unrealized +31.8%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $12,977 Shares 88,712 Est. Cost $36.64 Unrealized +320.8%
RSG REPUBLIC SVCS INC 0.4%
Value ($000) $81,538 Shares 371,276 Est. Cost $126.10 Unrealized +71.8%
LOW LOWES COS INC 0.7%
Value ($000) $124,786 Shares 529,535 Est. Cost $152.77 Unrealized +77.7%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $106,870 Shares 646,714 Est. Cost $64.71 Unrealized +171.8%
ABBV ABBVIE INC 0.2%
Value ($000) $39,397 Shares 181,158 Est. Cost $84.85 Unrealized +162.3%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value ($000) $93,662 Shares 210,152 Est. Cost $349.98 Unrealized +33.6%
BEP BROOKFIELD RENEWABLE ENERGY 0.1%
Value ($000) $11,142 Shares 343,545 Est. Cost $38.27 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $14,799 Shares 224,251 Est. Cost $34.91 Unrealized +80.5%
CGTX COGNITION THERAPEUTICS INC 0.0%
Value ($000) $2,197 Shares 2,892,808 Est. Cost $1.38 Unrealized -10.0%
NSC NORFOLK SOUTHN CORP 0.7%
Value ($000) $128,958 Shares 451,092 Est. Cost $177.28 Unrealized +68.2%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $8,497 Shares 253,402 Est. Cost $15.48 Unrealized +92.1%
MCD MCDONALDS CORP 0.7%
Value ($000) $122,687 Shares 395,365 Est. Cost $178.88 Unrealized +77.4%
TFC TRUIST FINL CORP 0.1%
Value ($000) $23,723 Shares 516,219 Est. Cost $36.29 Unrealized +41.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $2,647 Shares 106,388 Est. Cost $50.11 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $21,934 Shares 113,709 Est. Cost $154.76 Unrealized +27.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $9,101 Shares 312,438 Est. Cost $32.90 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $17,235 Shares 24 Est. Cost $216566.78 Unrealized +241.9%
BLK BLACKROCK INC 0.0%
Value ($000) $7,300 Shares 7,591 Est. Cost $990.46 Unrealized +10.8%
SONY SONY GROUP CORP 0.0%
Value ($000) $2,922 Shares 141,144 Est. Cost $35.48 Unrealized
ASTS AST SPACEMOBILE INC 0.0%
Value ($000) $5,182 Shares 62,530 Est. Cost $71.36 Unrealized +37.5%
NFLX NETFLIX INC. 0.1%
Value ($000) $18,098 Shares 188,229 Est. Cost $103.67 Unrealized -19.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $4,367 Shares 24,232 Est. Cost $132.52 Unrealized +17.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $4,124 Shares 44,207 Est. Cost $77.83 Unrealized
PSTG EVERPURE INC 0.0%
Value ($000) $4,100 Shares 69,437 Est. Cost $15.04 Unrealized +371.7%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $4,412 Shares 24,401 Est. Cost $49.27 Unrealized +343.0%
RBC RBC BEARINGS INC 0.0%
Value ($000) $3,252 Shares 5,987 Est. Cost $211.40 Unrealized +144.9%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $6,149 Shares 95,752 Est. Cost $45.36 Unrealized +74.8%
USFR WISDOMTREE TR 0.3%
Value ($000) $63,730 Shares 1,265,991 Est. Cost $50.29 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $4,710 Shares 23,927 Est. Cost $203.64 Unrealized +15.1%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $15,392 Shares 361,828 Est. Cost $38.88 Unrealized
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $2,020 Shares 14,063 Est. Cost $77.20 Unrealized +127.5%
VST VISTRA CORP 0.0%
Value ($000) $5,224 Shares 34,751 Est. Cost $120.88 Unrealized +35.0%
BEPC BROOKFIELD RENEWABLE CORP 0.1%
Value ($000) $9,431 Shares 236,807 Est. Cost $29.14 Unrealized +40.6%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $1,403 Shares 24,278 Est. Cost $55.92 Unrealized
SON SONOCO PRODS CO 0.0%
Value ($000) $1,680 Shares 31,057 Est. Cost $42.56 Unrealized +18.2%
NGVT INGEVITY CORP 0.0%
Value ($000) $1,911 Shares 26,826 Est. Cost $30.20 Unrealized +127.5%
IJH ISHARES TR 0.1%
Value ($000) $11,375 Shares 168,449 Est. Cost $7797.60 Unrealized
USFD US FOODS HLDG CORP 0.0%
Value ($000) $1,735 Shares 18,820 Est. Cost $49.76 Unrealized +74.1%
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $1,742 Shares 13,624 Est. Cost $114.57 Unrealized +39.3%
NTES NETEASE COM INC 0.0%
Value ($000) $1,286 Shares 11,492 Est. Cost $134.99 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $10,315 Shares 627,707 Est. Cost $16.88 Unrealized -4.0%
BAP CREDICORP LTD 0.0%
Value ($000) $1,897 Shares 5,592 Est. Cost $132.78 Unrealized +153.7%
PPL PPL CORP 0.0%
Value ($000) $3,087 Shares 80,823 Est. Cost $26.66 Unrealized +35.9%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $3,140 Shares 28,274 Est. Cost $83.85 Unrealized
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5,649 Shares 107,752 Est. Cost $40.56 Unrealized
CNX CNX RES CORP 0.0%
Value ($000) $5,799 Shares 150,438 Est. Cost $22.70 Unrealized +66.5%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $4,664 Shares 2,123 Est. Cost $716.62 Unrealized +194.2%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $2,164 Shares 138,293 Est. Cost $12.10 Unrealized +47.8%
NTNX NUTANIX INC 0.0%
Value ($000) $712 Shares 18,736 Est. Cost $69.96 Unrealized -37.6%
PRIM PRIMORIS SVCS CORP 0.0%
Value ($000) $1,974 Shares 13,798 Est. Cost $43.30 Unrealized +246.1%
TBBK BANCORP INC DEL 0.0%
Value ($000) $878 Shares 16,347 Est. Cost $8.35 Unrealized +666.1%
FCBC FIRST CMNTY BANKSHARES INC V 0.0%
Value ($000) $1,050 Shares 25,260 Est. Cost $13.62 Unrealized +168.1%
MPLX MPLX LP 0.0%
Value ($000) $3,400 Shares 59,583 Est. Cost $33.63 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $1,498 Shares 10,176 Est. Cost $108.71 Unrealized +45.4%
BIP BROOKFIELD INFRASTRUCTURE PA 0.0%
Value ($000) $5,397 Shares 149,416 Est. Cost $49.54 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $2,469 Shares 28,004 Est. Cost $52.29 Unrealized
RLI RLI CORP 0.0%
Value ($000) $1,498 Shares 26,265 Est. Cost $54.39 Unrealized +10.6%
AMGN AMGEN INC 0.0%
Value ($000) $2,674 Shares 7,600 Est. Cost $163.68 Unrealized +113.6%
IRM IRON MTN INC DEL 0.0%
Value ($000) $965 Shares 9,465 Est. Cost $48.79 Unrealized +70.6%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $698 Shares 19,658 Est. Cost $28.80 Unrealized +41.9%
GMAB GENMAB A/S 0.0%
Value ($000) $1,205 Shares 44,901 Est. Cost $31.37 Unrealized
CSW CSW INDUSTRIALS INC 0.0%
Value ($000) $1,374 Shares 5,272 Est. Cost $261.33 Unrealized +16.8%
FTAI FTAI AVIATION LTD 0.0%
Value ($000) $875 Shares 3,571 Est. Cost $128.49 Unrealized +110.8%
MLI MUELLER INDS INC 0.0%
Value ($000) $4,559 Shares 41,150 Est. Cost $68.48 Unrealized +81.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $2,754 Shares 8,419 Est. Cost $170.61 Unrealized +93.9%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $1,369 Shares 8,540 Est. Cost $164.39 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $1,089 Shares 14,129 Est. Cost $62.24 Unrealized +43.8%
MOD MODINE MFG CO 0.0%
Value ($000) $347 Shares 1,600 Est. Cost $23.06 Unrealized +665.2%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $5,478 Shares 20,913 Est. Cost $22315.05 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $1,500 Shares 23,419 Est. Cost $60.19 Unrealized +3.5%
TLK TELEKOMUNIKASI IND 0.0%
Value ($000) $1,019 Shares 54,543 Est. Cost $20.12 Unrealized
QBTS D-WAVE QUANTUM INC 0.0%
Value ($000) $145 Shares 10,050 Est. Cost $29.13 Unrealized -18.8%
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $3,580 Shares 132,950 Est. Cost $27.82 Unrealized +4.2%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $2,410 Shares 69,982 Est. Cost $18.58 Unrealized +99.7%
FBNC FIRST BANCORP N C 0.0%
Value ($000) $1,114 Shares 19,766 Est. Cost $29.38 Unrealized +97.7%
NUE NUCOR CORP 0.0%
Value ($000) $2,320 Shares 13,718 Est. Cost $78.61 Unrealized +127.0%
IEMG ISHARES INC 0.0%
Value ($000) $2,254 Shares 32,312 Est. Cost $58.03 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $787 Shares 8,735 Est. Cost $95.23 Unrealized +6.3%
IYH ISHARES TR 0.0%
Value ($000) $1,638 Shares 26,569 Est. Cost $3293.84 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $207 Shares 2,301 Est. Cost $125.03 Unrealized -14.4%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $1,103 Shares 12,469 Est. Cost $70.62 Unrealized +31.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $435 Shares 5,985 Est. Cost $36.88 Unrealized +78.0%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $198 Shares 38,241 Est. Cost $9.26 Unrealized -16.0%
EFV ISHARES TR 0.0%
Value ($000) $1,901 Shares 25,572 Est. Cost $55.48 Unrealized
VFF VILLAGE FARMS INTL INC 0.0%
Value ($000) $290 Shares 102,000 Est. Cost $13.25 Unrealized -74.5%
OUSA ALPS ETF TR 0.0%
Value ($000) $1,834 Shares 32,944 Est. Cost $40.35 Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $2,619 Shares 23,568 Est. Cost $32.70 Unrealized +269.2%
BMI BADGER METER INC 0.0%
Value ($000) $518 Shares 3,403 Est. Cost $104.34 Unrealized +55.0%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $3,169 Shares 47,211 Est. Cost $51.60 Unrealized
UDR UDR INC 0.0%
Value ($000) $749 Shares 22,181 Est. Cost $27.10 Unrealized +35.4%
NU NU HLDGS LTD 0.0%
Value ($000) $401 Shares 27,936 Est. Cost $5.70 Unrealized +204.3%
SEIC SEI INVTS CO 0.0%
Value ($000) $1,632 Shares 20,797 Est. Cost $25.97 Unrealized +224.2%
VVV VALVOLINE INC 0.0%
Value ($000) $498 Shares 14,781 Est. Cost $21.82 Unrealized +58.1%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $1,022 Shares 3,831 Est. Cost $202.94 Unrealized +33.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $510 Shares 4,507 Est. Cost $70.60 Unrealized +49.2%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $416 Shares 3,408 Est. Cost $126.89 Unrealized +9.6%
METC RAMACO RES INC 0.0%
Value ($000) $356 Shares 23,055 Est. Cost $12.64 Unrealized +55.3%
MUSA MURPHY USA INC 0.0%
Value ($000) $300 Shares 608 Est. Cost $314.19 Unrealized +31.4%
NVR NVR INC 0.0%
Value ($000) $501 Shares 76 Est. Cost $4354.89 Unrealized +75.0%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $539 Shares 11,425 Est. Cost $42.42 Unrealized +4.9%
VIRTUS DIVERSIFIED INCM & CO 0.0%
Value ($000) $620 Shares 25,528 Est. Cost $31.44 Unrealized
REAVES UTIL INCOME FD 0.0%
Value ($000) $718 Shares 18,283 Est. Cost $7278.96 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $268 Shares 3,072 Est. Cost $75.92 Unrealized +35.1%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $1,305 Shares 126,675 Est. Cost $1297.28 Unrealized
MGTX MEIRAGTX HLDGS PLC 0.0%
Value ($000) $599 Shares 69,200 Est. Cost $9.98 Unrealized -23.7%
MBLY MOBILEYE GLOBAL INC 0.0%
Value ($000) $91 Shares 13,200 Est. Cost $33.15 Unrealized -70.1%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $142 Shares 40,000 Est. Cost $5.36 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2,927 Shares 10,200 Est. Cost $177.28 Unrealized +68.2%
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value ($000) $1,404 Shares 168,754 Est. Cost $9.37 Unrealized +2.1%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $600 Shares 14,485 Est. Cost $33.26 Unrealized +27.3%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $211 Shares 3,235 Est. Cost $60.70 Unrealized +29.1%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $896 Shares 11,335 Est. Cost $63.96 Unrealized
ITIC INVESTORS TITLE CO NC 0.0%
Value ($000) $283 Shares 1,300 Est. Cost $148.59 Unrealized +70.2%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $795 Shares 2,546 Est. Cost $155.67 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $881 Shares 7,343 Est. Cost $51.32 Unrealized
LTRN LANTERN PHARMA INC 0.0%
Value ($000) $33 Shares 23,814 Est. Cost $6.01 Unrealized -48.7%
SIGA SIGA TECHNOLOGIES INC 0.0%
Value ($000) $268 Shares 50,000 Est. Cost $7.11 Unrealized -5.9%
LKQ LKQ CORP 0.0%
Value ($000) $1,322 Shares 45,000 Est. Cost $39.03 Unrealized -14.8%
IWS ISHARES TR 0.0%
Value ($000) $946 Shares 6,489 Est. Cost $102.38 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $291 Shares 792 Est. Cost $327.53 Unrealized
FXNC FIRST NATL CORP VA 0.0%
Value ($000) $563 Shares 20,912 Est. Cost $21.65 Unrealized +22.5%
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $467 Shares 17,500 Est. Cost $24.23 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $456 Shares 2,109 Est. Cost $176.96 Unrealized
SYBT STOCK YDS BANCORP INC 0.0%
Value ($000) $1,123 Shares 16,944 Est. Cost $72.83 Unrealized -6.4%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $285 Shares 33,008 Est. Cost $4526.72 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $206 Shares 14,435 Est. Cost $11.03 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $324 Shares 3,817 Est. Cost $72.16 Unrealized
FLEX FLEXTRONICS INTL LTD 0.0%
Value ($000) $371 Shares 5,660 Est. Cost $41.14 Unrealized +55.5%
IVE ISHARES TR 0.0%
Value ($000) $2,060 Shares 9,755 Est. Cost $9246.07 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $591 Shares 9,830 Est. Cost $38855.23 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $404 Shares 15,613 Est. Cost $11481.73 Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value ($000) $304 Shares 1,800 Est. Cost $112.64 Unrealized +60.0%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2,987 Shares 20,490 Est. Cost $15483.86 Unrealized
GHC GRAHAM HLDGS CO 0.0%
Value ($000) $603 Shares 570 Est. Cost $589.52 Unrealized +91.1%
IYK ISHARES TR 0.0%
Value ($000) $565 Shares 8,066 Est. Cost $5091.45 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $726 Shares 5,761 Est. Cost $58.79 Unrealized +121.3%
ITB ISHARES TR 0.0%
Value ($000) $374 Shares 4,126 Est. Cost $6014.77 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $603 Shares 17,488 Est. Cost $37.13 Unrealized -4.2%
HLN HALEON PLC 0.0%
Value ($000) $2,499 Shares 249,641 Est. Cost $8.49 Unrealized
CNH CNH INDL N V 0.0%
Value ($000) $120 Shares 10,875 Est. Cost $12.04 Unrealized -5.2%
FLS FLOWSERVE CORP 0.0%
Value ($000) $343 Shares 4,664 Est. Cost $45.71 Unrealized +76.6%
DX DYNEX CAP INC 0.0%
Value ($000) $191 Shares 15,000 Est. Cost $12.29 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $274 Shares 2,505 Est. Cost $87.38 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $299 Shares 8,544 Est. Cost $29.43 Unrealized
BLACKSTONE STRATEGIC CRED 20 0.0%
Value ($000) $310 Shares 27,827 Est. Cost $12.32 Unrealized
GABELLI DIVID & INCOME TR 0.0%
Value ($000) $552 Shares 20,513 Est. Cost $8814.61 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $216 Shares 1,924 Est. Cost $120.96 Unrealized
NNN NNN REIT INC 0.0%
Value ($000) $292 Shares 6,954 Est. Cost $39.71 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $289 Shares 2,907 Est. Cost $90.34 Unrealized +24.1%
STRV EA SERIES TRUST 0.0%
Value ($000) $280 Shares 6,676 Est. Cost $38.66 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $1,384 Shares 14,301 Est. Cost $95.96 Unrealized
CORNERSTONE STRATEGIC INVEST 0.0%
Value ($000) $93 Shares 12,773 Est. Cost $8.59 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $2,373 Shares 26,749 Est. Cost $8635.33 Unrealized
VIRTUS EQUITY & CONV INCM FD 0.0%
Value ($000) $218 Shares 9,311 Est. Cost $28.00 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $234 Shares 1,774 Est. Cost $135.65 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,469 Shares 49,563 Est. Cost $2712.93 Unrealized
SBIO ALPS ETF TR 0.0%
Value ($000) $581 Shares 11,100 Est. Cost $30.52 Unrealized
ILCB ISHARES TR 0.0%
Value ($000) $236 Shares 2,624 Est. Cost $85.78 Unrealized
GOAU ETF SER SOLUTIONS 0.0%
Value ($000) $288 Shares 6,500 Est. Cost $40.23 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $2,757 Shares 13,297 Est. Cost $106.30 Unrealized +90.9%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $227 Shares 895 Est. Cost $241.24 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $497 Shares 10,579 Est. Cost $39.91 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $293 Shares 3,219 Est. Cost $53.77 Unrealized +66.1%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $103 Shares 11,925 Est. Cost $9.17 Unrealized
XJH ISHARES TR 0.0%
Value ($000) $526 Shares 11,592 Est. Cost $37.95 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND 0.0%
Value ($000) $136 Shares 14,778 Est. Cost $8.48 Unrealized
SGDJ SPROTT ETF TRUST 0.0%
Value ($000) $344 Shares 4,000 Est. Cost $42.51 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $1,506 Shares 59,455 Est. Cost $25.26 Unrealized
BBIO BRIDGEBIO PHARMA INC 0.0%
Value ($000) $245 Shares 3,300 Est. Cost $36.37 Unrealized +104.8%
FNB F N B CORP 0.0%
Value ($000) $307 Shares 18,346 Est. Cost $12.13 Unrealized +46.8%
BNDS SERIES PORTFOLIOS TR 0.0%
Value ($000) $704 Shares 14,177 Est. Cost $50.05 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $132 Shares 15,020 Est. Cost $8.53 Unrealized
DWM WISDOMTREE TR 0.0%
Value ($000) $981 Shares 14,039 Est. Cost $12593.70 Unrealized
FSM FORTUNA MNG CORP 0.0%
Value ($000) $503 Shares 50,700 Est. Cost $7.30 Unrealized +49.9%
BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $965 Shares 10,000 Est. Cost $99.43 Unrealized
EGHT 8X8 INC NEW 0.0%
Value ($000) $27 Shares 16,167 Est. Cost $8.47 Unrealized -75.7%
INMB INMUNE BIO INC 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $7.34 Unrealized -79.3%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $416 Shares 8,312 Est. Cost $50.47 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $340 Shares 6,200 Est. Cost $34.68 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $10 Shares 83,970 Est. Cost $0.45 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $351 Shares 13,365 Est. Cost $24.98 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $431 Shares 47,906 Est. Cost $4673.41 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $731 Shares 5,252 Est. Cost $126.87 Unrealized +11.7%
PHM PULTE GROUP INC 0.0%
Value ($000) $1,435 Shares 12,200 Est. Cost $113.74 Unrealized +15.5%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $228 Shares 1,674 Est. Cost $130.53 Unrealized +14.9%
BSCU INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $258 Shares 15,455 Est. Cost $16.37 Unrealized
TDVG T ROWE PRICE ETF INC 0.0%
Value ($000) $409 Shares 9,154 Est. Cost $43.10 Unrealized
IBDS ISHARES TR 0.0%
Value ($000) $1,410 Shares 58,149 Est. Cost $24.19 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $421 Shares 3,181 Est. Cost $104.67 Unrealized
CFFI C & F FINL CORP 0.0%
Value ($000) $554 Shares 7,602 Est. Cost $34.03 Unrealized +117.7%
NUVEEN SELECT MAT MUN FD 0.0%
Value ($000) $177 Shares 18,757 Est. Cost $2167.49 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $264 Shares 14,143 Est. Cost $18.34 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $286 Shares 4,336 Est. Cost $66.62 Unrealized +11.2%
LNKB LINKBANCORP INC 0.0%
Value ($000) $234 Shares 28,109 Est. Cost $6.16 Unrealized +43.2%
BSCS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $259 Shares 12,695 Est. Cost $20.13 Unrealized
ROE EA SERIES TRUST 0.0%
Value ($000) $492 Shares 13,889 Est. Cost $30.34 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $442 Shares 1,606 Est. Cost $148.18 Unrealized +108.4%
PDSB PDS BIOTECHNOLOGY CORP 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.90 Unrealized -8.9%
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $259 Shares 13,185 Est. Cost $19.48 Unrealized
COHEN & STEERS REIT & PFD & 0.0%
Value ($000) $288 Shares 14,586 Est. Cost $17.59 Unrealized
CHCO CITY HLDG CO 0.0%
Value ($000) $525 Shares 4,389 Est. Cost $41.82 Unrealized +195.3%
BRBS BLUE RIDGE BANKSHARES INC VA 0.0%
Value ($000) $59 Shares 13,963 Est. Cost $3.67 Unrealized +17.1%
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $577 Shares 18,750 Est. Cost $30.73 Unrealized
CARY ANGEL OAK FUNDS TRUST 0.0%
Value ($000) $290 Shares 13,983 Est. Cost $20.80 Unrealized
LDUR PIMCO ETF TR 0.0%
Value ($000) $688 Shares 7,184 Est. Cost $95.60 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $601 Shares 12,863 Est. Cost $42.70 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $501 Shares 8,848 Est. Cost $52.14 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $305 Shares 6,081 Est. Cost $50.52 Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value ($000) $17 Shares 25,000 Est. Cost $0.94 Unrealized -24.6%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $227 Shares 2,444 Est. Cost $79.25 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $470 Shares 4,967 Est. Cost $7334.05 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $1,277 Shares 52,676 Est. Cost $24.21 Unrealized