Strategies Wealth Advisors, LLC Diversified Active

CIK: 0001976435 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $961,531 (100.0% shares, 0.0% debt)

Holdings (185)

SPDW SPDR INDEX SHS FDS 15.0%
Value ($000) $144,398 Shares 3,374,580 Est. Cost $34.73 Unrealized
VTV VANGUARD INDEX FDS 13.5%
Value ($000) $129,729 Shares 695,635 Est. Cost $153.92 Unrealized
VUG VANGUARD INDEX FDS 13.2%
Value ($000) $127,013 Shares 264,826 Est. Cost $300.68 Unrealized
DGRO ISHARES TR 8.9%
Value ($000) $85,349 Shares 1,253,661 Est. Cost $54.52 Unrealized
QUAL ISHARES TR 5.5%
Value ($000) $52,956 Shares 272,267 Est. Cost $150.86 Unrealized
VBK VANGUARD INDEX FDS 4.4%
Value ($000) $42,052 Shares 141,296 Est. Cost $256.56 Unrealized
IEFA ISHARES TR 3.8%
Value ($000) $36,981 Shares 423,565 Est. Cost $70.98 Unrealized
VBR VANGUARD INDEX FDS 3.7%
Value ($000) $36,027 Shares 172,619 Est. Cost $175.82 Unrealized
IUSG ISHARES TR 3.1%
Value ($000) $29,836 Shares 181,327 Est. Cost $98.58 Unrealized
IUSV ISHARES TR 2.2%
Value ($000) $21,382 Shares 213,924 Est. Cost $79.64 Unrealized
EFA ISHARES TR 2.1%
Value ($000) $20,195 Shares 216,289 Est. Cost $76.90 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.5%
Value ($000) $14,838 Shares 68,760 Est. Cost $168.07 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $12,207 Shares 65,426 Est. Cost $140.19 Unrealized +24.3%
SPHQ INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $11,603 Shares 158,316 Est. Cost $54.63 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 1.0%
Value ($000) $9,627 Shares 22,107 Est. Cost $301.74 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $8,877 Shares 40,431 Est. Cost $214.29 Unrealized +5.6%
MSFT MICROSOFT CORP 0.9%
Value ($000) $8,661 Shares 16,721 Est. Cost $417.03 Unrealized +22.0%
AAPL APPLE INC 0.8%
Value ($000) $8,082 Shares 31,739 Est. Cost $230.94 Unrealized -2.3%
SLYG SPDR SERIES TRUST 0.8%
Value ($000) $7,228 Shares 76,644 Est. Cost $84.69 Unrealized
GOVZ ISHARES TR 0.7%
Value ($000) $6,710 Shares 689,583 Est. Cost $10.50 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.7%
Value ($000) $6,265 Shares 31,410 Est. Cost $151.26 Unrealized
SHM SPDR SERIES TRUST 0.6%
Value ($000) $6,090 Shares 126,303 Est. Cost $48.58 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $5,404 Shares 7,358 Est. Cost $614.83 Unrealized +20.9%
IVV ISHARES TR 0.5%
Value ($000) $4,586 Shares 6,852 Est. Cost $432.05 Unrealized
SLYV SPDR SERIES TRUST 0.5%
Value ($000) $4,519 Shares 50,976 Est. Cost $80.61 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $4,316 Shares 13,153 Est. Cost $219.61 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $3,273 Shares 70,519 Est. Cost $45.56 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $3,262 Shares 4,275 Est. Cost $811.96 Unrealized -8.6%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $3,025 Shares 9,591 Est. Cost $241.91 Unrealized +22.3%
MUB ISHARES TR 0.3%
Value ($000) $2,685 Shares 25,209 Est. Cost $106.42 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $2,673 Shares 35,946 Est. Cost $76.79 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $2,553 Shares 13,993 Est. Cost $76.44 Unrealized +112.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,504 Shares 2,705 Est. Cost $948.29 Unrealized +0.9%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,484 Shares 4,056 Est. Cost $444.96 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $2,386 Shares 9,385 Est. Cost $222.56 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,224 Shares 3,704 Est. Cost $384.88 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $2,153 Shares 4,841 Est. Cost $337.48 Unrealized +2.8%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,051 Shares 40,421 Est. Cost $50.68 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $2,005 Shares 16,611 Est. Cost $77.08 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $1,759 Shares 2,861 Est. Cost $374.15 Unrealized +61.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,669 Shares 6,865 Est. Cost $184.70 Unrealized +13.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,596 Shares 3,174 Est. Cost $488.04 Unrealized -0.8%
IVE ISHARES TR 0.2%
Value ($000) $1,558 Shares 7,545 Est. Cost $155.09 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $1,530 Shares 25,541 Est. Cost $47.14 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $1,412 Shares 17,019 Est. Cost $82.77 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,381 Shares 18,805 Est. Cost $61.69 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,364 Shares 3,690 Est. Cost $367.47 Unrealized +4.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,303 Shares 8,053 Est. Cost $141.50 Unrealized +14.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1,249 Shares 1,673 Est. Cost $461.64 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,219 Shares 4,149 Est. Cost $233.34 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,218 Shares 1,828 Est. Cost $544.16 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,191 Shares 23,467 Est. Cost $39.73 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,180 Shares 4,833 Est. Cost $159.04 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,179 Shares 15,624 Est. Cost $69.35 Unrealized +4.1%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,060 Shares 4,291 Est. Cost $170.11 Unrealized
IDEV ISHARES TR 0.1%
Value ($000) $1,042 Shares 12,993 Est. Cost $67.56 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,021 Shares 2,994 Est. Cost $280.34 Unrealized +11.9%
CRWV COREWEAVE INC 0.1%
Value ($000) $1,010 Shares 7,382 Est. Cost $118.31 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $1,009 Shares 3,060 Est. Cost $199.04 Unrealized +53.6%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $1,003 Shares 3,047 Est. Cost $266.65 Unrealized +20.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $994 Shares 2,797 Est. Cost $171.76 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $975 Shares 4,002 Est. Cost $182.46 Unrealized +15.1%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $953 Shares 1,944 Est. Cost $362.84 Unrealized +25.3%
IXN ISHARES TR 0.1%
Value ($000) $953 Shares 9,231 Est. Cost $65.06 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $909 Shares 13,710 Est. Cost $64.97 Unrealized +4.5%
IWF ISHARES TR 0.1%
Value ($000) $905 Shares 1,931 Est. Cost $315.56 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $891 Shares 13,703 Est. Cost $57.81 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $872 Shares 3,469 Est. Cost $236.71 Unrealized +3.2%
LIN LINDE PLC 0.1%
Value ($000) $830 Shares 1,746 Est. Cost $448.05 Unrealized +5.0%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $829 Shares 1,188 Est. Cost $652.42 Unrealized +7.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $811 Shares 8,569 Est. Cost $92.15 Unrealized +1.2%
IWO ISHARES TR 0.1%
Value ($000) $805 Shares 2,517 Est. Cost $264.49 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $784 Shares 1,642 Est. Cost $386.30 Unrealized +10.1%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $770 Shares 3,784 Est. Cost $188.23 Unrealized +1.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $755 Shares 2,186 Est. Cost $395.40 Unrealized -24.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $752 Shares 2,264 Est. Cost $287.45 Unrealized +10.1%
FDG AMERICAN CENTY ETF TR 0.1%
Value ($000) $749 Shares 6,222 Est. Cost $107.58 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $747 Shares 27,372 Est. Cost $45.48 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $702 Shares 1,875 Est. Cost $336.80 Unrealized +7.9%
KR KROGER CO 0.1%
Value ($000) $684 Shares 10,142 Est. Cost $57.34 Unrealized +20.5%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $673 Shares 6,240 Est. Cost $90.90 Unrealized +10.6%
DVY ISHARES TR 0.1%
Value ($000) $669 Shares 4,710 Est. Cost $122.61 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $664 Shares 3,755 Est. Cost $160.23 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $653 Shares 820 Est. Cost $560.79 Unrealized +31.0%
BLK BLACKROCK INC 0.1%
Value ($000) $640 Shares 549 Est. Cost $976.57 Unrealized +13.5%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $638 Shares 4,230 Est. Cost $106.29 Unrealized +25.4%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $620 Shares 8,689 Est. Cost $61.02 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $612 Shares 2,529 Est. Cost $228.69 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $603 Shares 3,881 Est. Cost $150.56 Unrealized +1.1%
SMH VANECK ETF TRUST 0.1%
Value ($000) $601 Shares 1,842 Est. Cost $281.73 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $601 Shares 6,339 Est. Cost $84.13 Unrealized +9.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $598 Shares 1,712 Est. Cost $274.46 Unrealized +25.1%
CTNM CONTINEUM THERAPEUTICS INC 0.1%
Value ($000) $588 Shares 50,000 Est. Cost $10.09 Unrealized -20.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $584 Shares 4,723 Est. Cost $110.25 Unrealized +8.7%
HD HOME DEPOT INC 0.1%
Value ($000) $576 Shares 1,422 Est. Cost $380.72 Unrealized +2.2%
IJR ISHARES TR 0.1%
Value ($000) $572 Shares 4,812 Est. Cost $108.07 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $568 Shares 3,899 Est. Cost $111.79 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $564 Shares 12,058 Est. Cost $33.68 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $561 Shares 5,597 Est. Cost $104.11 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $545 Shares 3,359 Est. Cost $167.37 Unrealized -1.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $538 Shares 5,990 Est. Cost $64.89 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $529 Shares 930 Est. Cost $542.12 Unrealized +5.8%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $521 Shares 2,436 Est. Cost $198.85 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $520 Shares 434 Est. Cost $95.10 Unrealized +28.3%
BA BOEING CO 0.1%
Value ($000) $508 Shares 2,354 Est. Cost $173.37 Unrealized +30.1%
DOW DOW INC 0.1%
Value ($000) $500 Shares 21,808 Est. Cost $27.65 Unrealized -12.0%
IWP ISHARES TR 0.1%
Value ($000) $494 Shares 3,468 Est. Cost $117.49 Unrealized
MBWM MERCANTILE BK CORP 0.1%
Value ($000) $493 Shares 10,949 Est. Cost $45.33 Unrealized +3.4%
GEM GOLDMAN SACHS ETF TR 0.1%
Value ($000) $489 Shares 11,997 Est. Cost $36.92 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $485 Shares 2,915 Est. Cost $159.68 Unrealized -1.6%
IJH ISHARES TR 0.0%
Value ($000) $479 Shares 7,337 Est. Cost $101.28 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $477 Shares 2,060 Est. Cost $189.39 Unrealized +6.6%
WMT WALMART INC 0.0%
Value ($000) $474 Shares 4,599 Est. Cost $92.95 Unrealized +6.8%
GLW CORNING INC 0.0%
Value ($000) $474 Shares 5,778 Est. Cost $49.16 Unrealized +32.2%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $438 Shares 2,837 Est. Cost $107.46 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $433 Shares 4,140 Est. Cost $50.67 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $431 Shares 33,780 Est. Cost $9.80 Unrealized +37.1%
APP APPLOVIN CORP 0.0%
Value ($000) $431 Shares 600 Est. Cost $324.21 Unrealized +42.2%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $431 Shares 2,529 Est. Cost $147.81 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $430 Shares 3,215 Est. Cost $78.11 Unrealized +35.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $410 Shares 11,702 Est. Cost $34.59 Unrealized -2.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $407 Shares 2,646 Est. Cost $164.57 Unrealized -5.9%
V VISA INC 0.0%
Value ($000) $400 Shares 1,173 Est. Cost $336.32 Unrealized +2.6%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $394 Shares 4,203 Est. Cost $85.65 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $389 Shares 1,380 Est. Cost $239.40 Unrealized +8.4%
ABT ABBOTT LABS 0.0%
Value ($000) $386 Shares 2,878 Est. Cost $130.61 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $381 Shares 2,277 Est. Cost $124.76 Unrealized +23.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $381 Shares 3,377 Est. Cost $107.21 Unrealized +2.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $379 Shares 1,249 Est. Cost $293.31 Unrealized +2.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $377 Shares 497 Est. Cost $648.59 Unrealized +13.3%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $376 Shares 9,750 Est. Cost $33.37 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $376 Shares 1,524 Est. Cost $349.45 Unrealized -25.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $368 Shares 3,214 Est. Cost $104.57 Unrealized +11.9%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $358 Shares 18,562 Est. Cost $15.18 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $356 Shares 1,183 Est. Cost $195.73 Unrealized +39.3%
IWS ISHARES TR 0.0%
Value ($000) $338 Shares 2,420 Est. Cost $125.97 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $334 Shares 11,800 Est. Cost $26.57 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $329 Shares 2,420 Est. Cost $120.69 Unrealized +4.7%
ORCL ORACLE CORP 0.0%
Value ($000) $328 Shares 1,166 Est. Cost $162.64 Unrealized +56.3%
TPYP TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $324 Shares 8,895 Est. Cost $35.73 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $307 Shares 1,618 Est. Cost $182.02 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $301 Shares 5,581 Est. Cost $37.31 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $300 Shares 600 Est. Cost $448.29 Unrealized -0.0%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $299 Shares 4,449 Est. Cost $57.86 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $299 Shares 4,370 Est. Cost $60.10 Unrealized +12.1%
CSX CSX CORP 0.0%
Value ($000) $298 Shares 8,400 Est. Cost $29.78 Unrealized +13.9%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $296 Shares 1,596 Est. Cost $152.45 Unrealized +11.2%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $293 Shares 950 Est. Cost $249.48 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $286 Shares 3,205 Est. Cost $78.27 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $283 Shares 293 Est. Cost $801.39 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $281 Shares 2,812 Est. Cost $85.08 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $278 Shares 985 Est. Cost $286.59 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $272 Shares 13,304 Est. Cost $20.96 Unrealized +1.7%
CLS CELESTICA INC 0.0%
Value ($000) $271 Shares 1,100 Est. Cost $201.61 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $271 Shares 970 Est. Cost $226.58 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $270 Shares 1,959 Est. Cost $100.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $267 Shares 947 Est. Cost $177.92 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $266 Shares 5,152 Est. Cost $43.62 Unrealized +10.8%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $261 Shares 4,216 Est. Cost $59.26 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $259 Shares 10,151 Est. Cost $24.71 Unrealized -2.3%
IAU ISHARES GOLD TR 0.0%
Value ($000) $254 Shares 3,486 Est. Cost $36.99 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $254 Shares 567 Est. Cost $547.60 Unrealized -12.4%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $253 Shares 4,455 Est. Cost $56.83 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $252 Shares 858 Est. Cost $295.44 Unrealized +0.8%
PLD PROLOGIS INC. 0.0%
Value ($000) $246 Shares 2,151 Est. Cost $111.87 Unrealized -3.2%
F FORD MTR CO 0.0%
Value ($000) $240 Shares 20,030 Est. Cost $9.24 Unrealized +22.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $236 Shares 3,080 Est. Cost $73.51 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $232 Shares 2,416 Est. Cost $91.25 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $231 Shares 32,000 Est. Cost $6.69 Unrealized 0.0%
APLD APPLIED DIGITAL CORP 0.0%
Value ($000) $230 Shares 10,020 Est. Cost $14.81 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $228 Shares 1,243 Est. Cost $182.23 Unrealized +6.1%
MLI MUELLER INDS INC 0.0%
Value ($000) $223 Shares 2,202 Est. Cost $91.43 Unrealized 0.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $221 Shares 2,890 Est. Cost $76.39 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $220 Shares 857 Est. Cost $240.32 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $211 Shares 1,499 Est. Cost $106.83 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $209 Shares 12,124 Est. Cost $16.82 Unrealized 0.0%
MDXG MIMEDX GROUP INC 0.0%
Value ($000) $207 Shares 29,691 Est. Cost $6.94 Unrealized +0.1%
PEP PEPSICO INC 0.0%
Value ($000) $205 Shares 1,458 Est. Cost $143.48 Unrealized -2.1%
XAR SPDR SERIES TRUST 0.0%
Value ($000) $204 Shares 868 Est. Cost $234.99 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $202 Shares 7,694 Est. Cost $26.30 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $118 Shares 13,308 Est. Cost $8.25 Unrealized +15.6%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $95 Shares 34,665 Est. Cost $4.63 Unrealized -41.4%
IMUX IMMUNIC INC 0.0%
Value ($000) $88 Shares 100,000 Est. Cost $0.92 Unrealized -3.9%
NIO NIO INC 0.0%
Value ($000) $77 Shares 10,095 Est. Cost $7.62 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $0.35 Unrealized +206.2%