VALLEY WEALTH MANAGERS, INC. Diversified Active

CIK: 0000924166 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 6, 2024

Total Value ($000): $1,349,641 (100.0% shares, 0.0% debt)

Holdings (402)

VONG VANGUARD RUSSELL 1000 GROWTH ETF 3.7%
Value ($000) $49,873 Shares 516,707 Est. Cost $70.11 Unrealized
AAPL APPLE INC COM 3.5%
Value ($000) $47,806 Shares 205,177 Est. Cost $86.38 Unrealized +156.9%
AVGO BROADCOM INC COM 3.2%
Value ($000) $43,573 Shares 252,597 Est. Cost $143.99 Unrealized +9.7%
MSFT MICROSOFT CORP COM 2.4%
Value ($000) $32,342 Shares 75,162 Est. Cost $41.05 Unrealized +930.7%
ORCL ORACLE CORP COM 2.1%
Value ($000) $28,356 Shares 166,407 Est. Cost $29.44 Unrealized +386.0%
PGR PROGRESSIVE CORP COM 1.9%
Value ($000) $25,567 Shares 100,755 Est. Cost $55.57 Unrealized +285.3%
HUBB HUBBELL INC COM 1.8%
Value ($000) $24,911 Shares 58,156 Est. Cost $113.78 Unrealized +231.8%
AMGN AMGEN INC COM 1.8%
Value ($000) $24,906 Shares 77,298 Est. Cost $125.60 Unrealized +149.3%
MET METLIFE INC COM 1.8%
Value ($000) $24,821 Shares 300,929 Est. Cost $48.59 Unrealized +47.9%
VZ VERIZON COMMUNICATIONS INC COM 1.8%
Value ($000) $23,954 Shares 533,375 Est. Cost $31.79 Unrealized +20.8%
VRTX VERTEX PHARMACEUTICALS INC COM 1.7%
Value ($000) $23,474 Shares 50,474 Est. Cost $195.24 Unrealized +146.0%
GOOGL ALPHABET INC CAP STK CL A 1.7%
Value ($000) $23,419 Shares 141,204 Est. Cost $109.04 Unrealized +52.9%
JBL JABIL INC COM 1.7%
Value ($000) $23,391 Shares 195,201 Est. Cost $57.63 Unrealized +88.0%
MS MORGAN STANLEY COM NEW 1.7%
Value ($000) $23,195 Shares 222,518 Est. Cost $54.86 Unrealized +76.6%
CSCO CISCO SYS INC COM 1.7%
Value ($000) $22,652 Shares 425,624 Est. Cost $20.83 Unrealized +124.6%
CACI CACI INTL INC CL A 1.7%
Value ($000) $22,615 Shares 44,821 Est. Cost $230.95 Unrealized +100.5%
AMKR AMKOR TECHNOLOGY INC COM 1.7%
Value ($000) $22,359 Shares 730,701 Est. Cost $32.45 Unrealized +1.4%
TMUS T-MOBILE US INC COM 1.6%
Value ($000) $21,532 Shares 104,342 Est. Cost $62.68 Unrealized +199.0%
COR CENCORA INC COM 1.6%
Value ($000) $21,315 Shares 94,699 Est. Cost $46.51 Unrealized +393.7%
STWD STARWOOD PPTY TR INC COM 1.5%
Value ($000) $20,919 Shares 1,026,455 Est. Cost $20.69 Unrealized
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $20,763 Shares 140,987 Est. Cost $76.77 Unrealized +82.3%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 1.5%
Value ($000) $20,555 Shares 552,990 Est. Cost $33.97 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.5%
Value ($000) $20,431 Shares 57,800 Est. Cost $68.16 Unrealized +373.5%
PYPL PAYPAL HLDGS INC COM 1.5%
Value ($000) $20,093 Shares 257,499 Est. Cost $64.95 Unrealized +2.7%
ROST ROSS STORES INC COM 1.5%
Value ($000) $20,070 Shares 133,345 Est. Cost $42.33 Unrealized +243.4%
DOX AMDOCS LTD SHS 1.5%
Value ($000) $20,066 Shares 229,375 Est. Cost $83.35 Unrealized -2.6%
TPR TAPESTRY INC COM 1.5%
Value ($000) $19,971 Shares 425,105 Est. Cost $23.25 Unrealized +72.6%
AIZ ASSURANT INC COM 1.5%
Value ($000) $19,898 Shares 100,061 Est. Cost $85.80 Unrealized +107.9%
NFG NATIONAL FUEL GAS CO COM 1.5%
Value ($000) $19,757 Shares 325,966 Est. Cost $43.02 Unrealized +35.9%
PFE PFIZER INC COM 1.5%
Value ($000) $19,643 Shares 678,742 Est. Cost $26.62 Unrealized +0.3%
ELV ELEVANCE HEALTH INC COM 1.4%
Value ($000) $19,502 Shares 37,503 Est. Cost $124.57 Unrealized +318.0%
CI THE CIGNA GROUP COM 1.4%
Value ($000) $19,187 Shares 55,385 Est. Cost $191.12 Unrealized +75.3%
VTV VANGUARD VALUE ETF 1.4%
Value ($000) $18,797 Shares 107,678 Est. Cost $138.09 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 1.4%
Value ($000) $18,282 Shares 246,360 Est. Cost $56.94 Unrealized +24.5%
DRI DARDEN RESTAURANTS INC COM 1.3%
Value ($000) $17,721 Shares 107,971 Est. Cost $123.09 Unrealized +18.2%
TGT TARGET CORP COM 1.3%
Value ($000) $17,695 Shares 113,532 Est. Cost $161.63 Unrealized -12.8%
HON HONEYWELL INTL INC COM 1.3%
Value ($000) $17,452 Shares 84,427 Est. Cost $61.44 Unrealized +206.5%
DELL DELL TECHNOLOGIES INC CL C 1.3%
Value ($000) $17,329 Shares 146,190 Est. Cost $42.76 Unrealized +166.4%
CAG CONAGRA BRANDS INC COM 1.3%
Value ($000) $17,172 Shares 528,035 Est. Cost $31.25 Unrealized -9.6%
BJ BJS WHSL CLUB HLDGS INC 1.3%
Value ($000) $17,075 Shares 207,014 Est. Cost $71.57 Unrealized +18.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.2%
Value ($000) $16,485 Shares 92,013 Est. Cost $179.16 Unrealized
MGY MAGNOLIA OIL & GAS CORP CL A 1.2%
Value ($000) $16,436 Shares 673,064 Est. Cost $24.37 Unrealized +3.4%
NEM NEWMONT CORP COM 1.2%
Value ($000) $16,320 Shares 305,326 Est. Cost $45.30 Unrealized +6.9%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.1%
Value ($000) $14,309 Shares 282,000 Est. Cost $50.28 Unrealized
LRGG MACQUARIE FOCUSED LARGE GROWTH ETF 0.9%
Value ($000) $12,700 Shares 468,532 Est. Cost $26.63 Unrealized
KBWB INVESCO KBW BANK ETF 0.9%
Value ($000) $11,905 Shares 203,122 Est. Cost $55.33 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.7%
Value ($000) $9,506 Shares 82,679 Est. Cost $88.49 Unrealized
IPAC ISHARES CORE MSCI PACIFIC ETF 0.7%
Value ($000) $8,940 Shares 134,249 Est. Cost $58.91 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.6%
Value ($000) $8,238 Shares 183,480 Est. Cost $41.51 Unrealized
CAT CATERPILLAR INC COM 0.4%
Value ($000) $5,456 Shares 13,950 Est. Cost $193.69 Unrealized +74.9%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $5,453 Shares 25,863 Est. Cost $66.16 Unrealized +209.8%
ABBV ABBVIE INC COM 0.4%
Value ($000) $5,369 Shares 27,189 Est. Cost $54.10 Unrealized +230.3%
NTAP NETAPP INC COM 0.4%
Value ($000) $5,234 Shares 42,380 Est. Cost $43.30 Unrealized +179.6%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $5,216 Shares 30,674 Est. Cost $91.58 Unrealized +86.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.4%
Value ($000) $5,073 Shares 22,946 Est. Cost $101.82 Unrealized +85.6%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $5,037 Shares 51,667 Est. Cost $87.47 Unrealized -5.3%
HD HOME DEPOT INC COM 0.4%
Value ($000) $4,838 Shares 11,940 Est. Cost $159.80 Unrealized +120.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.4%
Value ($000) $4,802 Shares 53,828 Est. Cost $38.88 Unrealized +96.4%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $4,717 Shares 49,263 Est. Cost $78.47 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $4,712 Shares 41,489 Est. Cost $50.75 Unrealized +122.6%
AEP AMERICAN ELEC PWR CO INC COM 0.3%
Value ($000) $4,704 Shares 45,845 Est. Cost $78.42 Unrealized +18.6%
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $4,670 Shares 7,989 Est. Cost $302.50 Unrealized +70.7%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $4,668 Shares 32,863 Est. Cost $99.15 Unrealized
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $4,652 Shares 101,720 Est. Cost $36.03 Unrealized +14.1%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $4,637 Shares 26,771 Est. Cost $82.83 Unrealized +98.3%
T AT&T INC COM 0.3%
Value ($000) $4,537 Shares 206,219 Est. Cost $14.92 Unrealized +25.9%
TRV TRAVELERS COMPANIES INC COM 0.3%
Value ($000) $4,516 Shares 19,287 Est. Cost $117.36 Unrealized +83.5%
POR PORTLAND GEN ELEC CO COM NEW 0.3%
Value ($000) $4,490 Shares 93,727 Est. Cost $39.76 Unrealized +9.9%
STT STATE STR CORP COM 0.3%
Value ($000) $4,485 Shares 50,694 Est. Cost $60.70 Unrealized +29.7%
KO COCA COLA CO COM 0.3%
Value ($000) $4,455 Shares 61,997 Est. Cost $55.60 Unrealized +18.1%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.3%
Value ($000) $4,422 Shares 33,620 Est. Cost $147.91 Unrealized
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $4,417 Shares 14,615 Est. Cost $150.26 Unrealized +90.7%
O REALTY INCOME CORP COM 0.3%
Value ($000) $4,372 Shares 68,932 Est. Cost $54.46 Unrealized +1.0%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $4,293 Shares 194,335 Est. Cost $10.80 Unrealized +83.8%
GIS GENERAL MLS INC COM 0.3%
Value ($000) $4,246 Shares 57,490 Est. Cost $50.14 Unrealized +30.9%
VICI VICI PPTYS INC COM 0.3%
Value ($000) $4,145 Shares 124,434 Est. Cost $23.98 Unrealized +21.6%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $4,105 Shares 35,022 Est. Cost $108.67 Unrealized +1.3%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $4,091 Shares 21,953 Est. Cost $146.90 Unrealized +24.2%
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $4,089 Shares 65,027 Est. Cost $52.55 Unrealized +5.0%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,056 Shares 13,319 Est. Cost $178.77 Unrealized +49.2%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.3%
Value ($000) $4,055 Shares 39,650 Est. Cost $76.34 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $4,053 Shares 19,622 Est. Cost $151.85 Unrealized +27.1%
SON SONOCO PRODS CO COM 0.3%
Value ($000) $3,995 Shares 73,126 Est. Cost $50.51 Unrealized -2.7%
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $3,840 Shares 45,796 Est. Cost $55.80 Unrealized +30.9%
EOG EOG RES INC COM 0.3%
Value ($000) $3,833 Shares 31,182 Est. Cost $108.48 Unrealized +11.0%
HPQ HP INC COM 0.3%
Value ($000) $3,814 Shares 106,331 Est. Cost $17.68 Unrealized +88.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.3%
Value ($000) $3,750 Shares 15,402 Est. Cost $183.14 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $3,725 Shares 27,319 Est. Cost $101.90 Unrealized +18.3%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $3,720 Shares 30,718 Est. Cost $63.24 Unrealized +74.8%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $3,712 Shares 22,907 Est. Cost $75.42 Unrealized +102.4%
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $3,703 Shares 88,662 Est. Cost $36.48 Unrealized +3.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $3,661 Shares 70,755 Est. Cost $49.17 Unrealized -11.2%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.3%
Value ($000) $3,645 Shares 40,783 Est. Cost $135.18 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $3,621 Shares 21,294 Est. Cost $88.26 Unrealized +84.6%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $3,560 Shares 6,205 Est. Cost $316.98 Unrealized
MSM MSC INDL DIRECT INC CL A 0.3%
Value ($000) $3,509 Shares 40,777 Est. Cost $71.21 Unrealized +14.8%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $3,495 Shares 6,058 Est. Cost $345.89 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.2%
Value ($000) $3,130 Shares 41,924 Est. Cost $72.21 Unrealized
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $3,094 Shares 25,477 Est. Cost $101.38 Unrealized +16.5%
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $3,039 Shares 18,122 Est. Cost $118.87 Unrealized
PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF 0.2%
Value ($000) $3,037 Shares 47,887 Est. Cost $62.50 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.2%
Value ($000) $2,816 Shares 29,360 Est. Cost $57.29 Unrealized +48.6%
HACK AMPLIFY CYBERSECURITY ETF 0.2%
Value ($000) $2,564 Shares 37,546 Est. Cost $68.28 Unrealized
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.2%
Value ($000) $2,229 Shares 19,738 Est. Cost $72.39 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $2,225 Shares 44,250 Est. Cost $48.47 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $2,193 Shares 9,508 Est. Cost $318.26 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.2%
Value ($000) $2,173 Shares 38,074 Est. Cost $50.36 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $2,153 Shares 85,791 Est. Cost $24.66 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $2,145 Shares 27,255 Est. Cost $75.45 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $2,083 Shares 26,692 Est. Cost $62.42 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $2,028 Shares 7,587 Est. Cost $223.33 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $2,002 Shares 2,260 Est. Cost $522.35 Unrealized +70.4%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value ($000) $1,986 Shares 81,728 Est. Cost $23.74 Unrealized
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.1%
Value ($000) $1,841 Shares 73,045 Est. Cost $24.73 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.1%
Value ($000) $1,806 Shares 74,118 Est. Cost $23.74 Unrealized
JTEK JPMORGAN U.S. TECH LEADERS ETF 0.1%
Value ($000) $1,763 Shares 25,669 Est. Cost $69.25 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $1,695 Shares 35,417 Est. Cost $42.99 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,521 Shares 19,149 Est. Cost $76.28 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $1,464 Shares 24,715 Est. Cost $50.58 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $1,410 Shares 2,405 Est. Cost $199.41 Unrealized
ARISTA NETWORKS INC COM 0.1%
Value ($000) $1,335 Shares 3,477 Est. Cost $304.04 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $1,309 Shares 15,482 Est. Cost $76.48 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,262 Shares 5,590 Est. Cost $131.70 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.1%
Value ($000) $1,259 Shares 49,301 Est. Cost $24.63 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1,224 Shares 4,453 Est. Cost $254.69 Unrealized +5.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $1,167 Shares 20,250 Est. Cost $58.96 Unrealized -6.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,114 Shares 2,110 Est. Cost $413.53 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $1,091 Shares 2,155 Est. Cost $501.52 Unrealized +7.0%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.1%
Value ($000) $1,031 Shares 11,873 Est. Cost $81.98 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $1,022 Shares 21,859 Est. Cost $43.66 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $1,004 Shares 1,132 Est. Cost $333.19 Unrealized +158.7%
ADBE ADOBE INC COM 0.1%
Value ($000) $980 Shares 1,893 Est. Cost $513.16 Unrealized +6.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $849 Shares 2,261 Est. Cost $191.03 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.1%
Value ($000) $828 Shares 32,496 Est. Cost $24.70 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.1%
Value ($000) $819 Shares 29,940 Est. Cost $24.89 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $785 Shares 42,349 Est. Cost $17.37 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $751 Shares 1,539 Est. Cost $345.58 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $732 Shares 1,279 Est. Cost $463.49 Unrealized +10.5%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.1%
Value ($000) $726 Shares 30,866 Est. Cost $22.77 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $683 Shares 4,088 Est. Cost $108.22 Unrealized +55.5%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $679 Shares 6,310 Est. Cost $99.45 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $669 Shares 7,992 Est. Cost $79.95 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $661 Shares 1,934 Est. Cost $168.32 Unrealized 0.0%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $656 Shares 11,109 Est. Cost $58.00 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $639 Shares 329 Est. Cost $567.54 Unrealized +201.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $631 Shares 3,229 Est. Cost $129.28 Unrealized +40.3%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $627 Shares 1,073 Est. Cost $261.99 Unrealized +109.3%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $608 Shares 3,950 Est. Cost $145.43 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $596 Shares 17,929 Est. Cost $30.15 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $571 Shares 496 Est. Cost $51.31 Unrealized +43.2%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $562 Shares 1,383 Est. Cost $272.34 Unrealized +33.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $556 Shares 3,417 Est. Cost $90.49 Unrealized +63.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $539 Shares 1,411 Est. Cost $270.64 Unrealized +27.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $529 Shares 591 Est. Cost $152.38 Unrealized +7.9%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $529 Shares 2,616 Est. Cost $107.06 Unrealized +89.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $510 Shares 4,343 Est. Cost $89.41 Unrealized +26.1%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $510 Shares 56,312 Est. Cost $10.30 Unrealized -21.1%
NFLX NETFLIX INC COM 0.0%
Value ($000) $496 Shares 699 Est. Cost $66.88 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $490 Shares 6,318 Est. Cost $59.79 Unrealized +14.2%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $482 Shares 622 Est. Cost $363.29 Unrealized +113.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $478 Shares 10,546 Est. Cost $23.97 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $466 Shares 799 Est. Cost $533.24 Unrealized 0.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $462 Shares 1,985 Est. Cost $213.41 Unrealized +5.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $433 Shares 941 Est. Cost $258.44 Unrealized +71.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $433 Shares 1,563 Est. Cost $182.95 Unrealized +38.6%
CDW CDW CORP COM 0.0%
Value ($000) $419 Shares 1,852 Est. Cost $168.31 Unrealized +29.3%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $413 Shares 1,061 Est. Cost $449.15 Unrealized -16.5%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $407 Shares 3,404 Est. Cost $118.71 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $403 Shares 2,101 Est. Cost $169.86 Unrealized +9.5%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $399 Shares 15,509 Est. Cost $25.29 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $378 Shares 15,469 Est. Cost $22.19 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $355 Shares 924 Est. Cost $246.75 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $341 Shares 1,702 Est. Cost $123.27 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $307 Shares 886 Est. Cost $276.08 Unrealized +17.5%
WMT WALMART INC COM 0.0%
Value ($000) $305 Shares 3,774 Est. Cost $46.51 Unrealized +55.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $281 Shares 454 Est. Cost $489.10 Unrealized +20.5%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $271 Shares 2,993 Est. Cost $52.19 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $253 Shares 9,677 Est. Cost $24.34 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $206 Shares 2,350 Est. Cost $54.33 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $178 Shares 901 Est. Cost $139.67 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $172 Shares 4,589 Est. Cost $35.32 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $172 Shares 2,150 Est. Cost $42.70 Unrealized +61.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $172 Shares 1,701 Est. Cost $94.08 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $168 Shares 1,244 Est. Cost $76.58 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $165 Shares 7,050 Est. Cost $27.88 Unrealized -10.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $138 Shares 1,832 Est. Cost $75.29 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $136 Shares 1,643 Est. Cost $73.59 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $129 Shares 1,133 Est. Cost $84.17 Unrealized +27.2%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $118 Shares 28 Est. Cost $2159.63 Unrealized +75.7%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $115 Shares 1,087 Est. Cost $104.62 Unrealized
CNXC CONCENTRIX CORP COM 0.0%
Value ($000) $110 Shares 2,147 Est. Cost $119.82 Unrealized -46.5%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $103 Shares 1,555 Est. Cost $61.06 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $101 Shares 304 Est. Cost $66.61 Unrealized +352.3%
SRE SEMPRA COM 0.0%
Value ($000) $91 Shares 1,084 Est. Cost $69.01 Unrealized +10.7%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $90 Shares 785 Est. Cost $114.52 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $88 Shares 909 Est. Cost $72.95 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $83 Shares 546 Est. Cost $154.45 Unrealized +11.0%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $76 Shares 1,583 Est. Cost $47.35 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $76 Shares 1,639 Est. Cost $38.18 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $70 Shares 2,390 Est. Cost $29.44 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $67 Shares 835 Est. Cost $69.17 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $66 Shares 320 Est. Cost $185.30 Unrealized +3.0%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $64 Shares 4,299 Est. Cost $14.65 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $64 Shares 900 Est. Cost $108.60 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $62 Shares 1,564 Est. Cost $26.95 Unrealized +43.8%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $62 Shares 1,508 Est. Cost $40.88 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $61 Shares 694 Est. Cost $76.03 Unrealized -0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $61 Shares 514 Est. Cost $123.70 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $60 Shares 751 Est. Cost $42.72 Unrealized +85.4%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $60 Shares 155 Est. Cost $313.71 Unrealized +9.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $58 Shares 750 Est. Cost $66.67 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $56 Shares 114 Est. Cost $434.51 Unrealized +6.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $55 Shares 407 Est. Cost $117.65 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $54 Shares 283 Est. Cost $120.01 Unrealized +44.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $53 Shares 300 Est. Cost $230.10 Unrealized -12.9%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $53 Shares 217 Est. Cost $170.72 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $49 Shares 47 Est. Cost $1106.73 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $49 Shares 245 Est. Cost $151.77 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $47 Shares 250 Est. Cost $148.55 Unrealized +10.6%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $43 Shares 180 Est. Cost $250.12 Unrealized -2.4%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $43 Shares 391 Est. Cost $48.60 Unrealized +116.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $42 Shares 401 Est. Cost $89.16 Unrealized +17.8%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $42 Shares 350 Est. Cost $79.93 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $42 Shares 2,407 Est. Cost $17.01 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $40 Shares 570 Est. Cost $65.96 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $40 Shares 143 Est. Cost $160.18 Unrealized +73.9%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $40 Shares 751 Est. Cost $50.52 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $40 Shares 400 Est. Cost $100.60 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $39 Shares 460 Est. Cost $67.61 Unrealized +10.7%
CALAMOS DYNAMIC CONV & INCOME COM 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $21.74 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $37 Shares 80 Est. Cost $415.71 Unrealized +7.9%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $37 Shares 733 Est. Cost $39.32 Unrealized +15.8%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $37 Shares 201 Est. Cost $167.39 Unrealized +0.1%
DE DEERE & CO COM 0.0%
Value ($000) $36 Shares 87 Est. Cost $338.02 Unrealized +9.2%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $33 Shares 503 Est. Cost $65.98 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $32 Shares 168 Est. Cost $171.97 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $31 Shares 325 Est. Cost $104.89 Unrealized -13.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $31 Shares 400 Est. Cost $72.12 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $31 Shares 110 Est. Cost $188.24 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $30 Shares 48 Est. Cost $527.65 Unrealized +6.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $30 Shares 137 Est. Cost $145.72 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $30 Shares 158 Est. Cost $191.31 Unrealized
RTO RENTOKIL INITIAL PLC SPONSORED ADR 0.0%
Value ($000) $29 Shares 1,166 Est. Cost $24.93 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $29 Shares 1,291 Est. Cost $21.41 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $28 Shares 105 Est. Cost $136.80 Unrealized +72.6%
FDX FEDEX CORP COM 0.0%
Value ($000) $27 Shares 100 Est. Cost $179.18 Unrealized +57.0%
MMM 3M CO COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $87.16 Unrealized +36.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $27 Shares 223 Est. Cost $106.50 Unrealized +3.1%
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.0%
Value ($000) $27 Shares 608 Est. Cost $44.01 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $26 Shares 1,274 Est. Cost $18.38 Unrealized 0.0%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $26 Shares 232 Est. Cost $111.86 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $26 Shares 750 Est. Cost $33.18 Unrealized +0.1%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $26 Shares 100 Est. Cost $227.83 Unrealized +5.4%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $26 Shares 600 Est. Cost $39.58 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $25 Shares 135 Est. Cost $167.93 Unrealized 0.0%
MAS MASCO CORP COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $34.07 Unrealized +117.3%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $25 Shares 225 Est. Cost $98.49 Unrealized -8.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $25 Shares 431 Est. Cost $49.13 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $25 Shares 242 Est. Cost $90.32 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $20.00 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 226 Est. Cost $57.69 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $23 Shares 175 Est. Cost $100.06 Unrealized +28.3%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $22 Shares 386 Est. Cost $55.73 Unrealized -1.6%
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $18.14 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $22 Shares 550 Est. Cost $41.80 Unrealized -5.4%
DUBUQUE CAPITAL INC 0.0%
Value ($000) $21 Shares 100,000 Est. Cost $0.01 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $21 Shares 262 Est. Cost $79.42 Unrealized
FTDR FRONTDOOR INC COM 0.0%
Value ($000) $19 Shares 392 Est. Cost $43.38 Unrealized 0.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $19 Shares 364 Est. Cost $49.99 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $18 Shares 259 Est. Cost $70.54 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $18 Shares 219 Est. Cost $64.23 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $18 Shares 91 Est. Cost $153.06 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $18 Shares 80 Est. Cost $200.17 Unrealized +8.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $17 Shares 157 Est. Cost $106.77 Unrealized
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $17 Shares 328 Est. Cost $49.76 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $16 Shares 169 Est. Cost $76.17 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $14 Shares 220 Est. Cost $55.96 Unrealized 0.0%
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.0%
Value ($000) $14 Shares 271 Est. Cost $49.62 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $13 Shares 60 Est. Cost $194.99 Unrealized +0.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $13 Shares 85 Est. Cost $139.87 Unrealized 0.0%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $13 Shares 131 Est. Cost $84.85 Unrealized 0.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $12 Shares 256 Est. Cost $47.69 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $12 Shares 340 Est. Cost $33.24 Unrealized -4.3%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $11 Shares 52 Est. Cost $153.09 Unrealized +33.6%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $11 Shares 80 Est. Cost $108.39 Unrealized +19.4%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $11 Shares 87 Est. Cost $91.95 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $11 Shares 177 Est. Cost $59.26 Unrealized +0.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $11 Shares 165 Est. Cost $64.60 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $11 Shares 63 Est. Cost $136.99 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $72.21 Unrealized +37.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $10 Shares 218 Est. Cost $40.55 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $10 Shares 89 Est. Cost $105.54 Unrealized -3.2%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $79.65 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 90 Est. Cost $87.17 Unrealized
PIO INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $9 Shares 220 Est. Cost $43.08 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $9 Shares 141 Est. Cost $64.62 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $9 Shares 212 Est. Cost $32.30 Unrealized +15.2%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $9 Shares 54 Est. Cost $151.68 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $9 Shares 1,050 Est. Cost $17.65 Unrealized -55.7%
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $9 Shares 893 Est. Cost $9.60 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $8 Shares 33 Est. Cost $191.56 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $8 Shares 4 Est. Cost $871.74 Unrealized +116.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $8 Shares 30 Est. Cost $85.61 Unrealized +186.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $8 Shares 61 Est. Cost $111.28 Unrealized
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $25.10 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $7 Shares 136 Est. Cost $42.88 Unrealized 0.0%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 392 Est. Cost $17.37 Unrealized
WILDBRAIN LTD COM VAR VTG 0.0%
Value ($000) $7 Shares 7,100 Est. Cost $0.94 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $6 Shares 130 Est. Cost $38.08 Unrealized +16.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $6 Shares 24 Est. Cost $200.00 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $90.87 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $6 Shares 140 Est. Cost $34.31 Unrealized +12.5%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $6 Shares 90 Est. Cost $64.96 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $6 Shares 291 Est. Cost $16.74 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $112.57 Unrealized +11.1%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $5 Shares 699 Est. Cost $7.58 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $5 Shares 145 Est. Cost $31.66 Unrealized +7.8%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $5 Shares 67 Est. Cost $73.30 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $5 Shares 120 Est. Cost $32.80 Unrealized +17.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $5 Shares 94 Est. Cost $62.02 Unrealized -10.7%
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW 0.0%
Value ($000) $5 Shares 764 Est. Cost $6.25 Unrealized
PATTERSON COS INC COM 0.0%
Value ($000) $4 Shares 202 Est. Cost $21.84 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $184.01 Unrealized +7.4%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $4 Shares 36 Est. Cost $115.03 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $4 Shares 176 Est. Cost $21.04 Unrealized -6.7%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 173 Est. Cost $23.45 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $23.49 Unrealized +40.4%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $91.35 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $4 Shares 80 Est. Cost $42.11 Unrealized -21.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $18.06 Unrealized +14.1%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.70 Unrealized -0.9%
MASI MASIMO CORP COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $133.79 Unrealized -13.3%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $71.37 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $55.62 Unrealized +79.4%
RSPM INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF 0.0%
Value ($000) $3 Shares 86 Est. Cost $34.49 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $3 Shares 81 Est. Cost $38.98 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.75 Unrealized +12.6%
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $3 Shares 102 Est. Cost $24.26 Unrealized +19.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $38.12 Unrealized +37.8%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $3 Shares 205 Est. Cost $12.81 Unrealized +4.3%
F FORD MTR CO COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.60 Unrealized -1.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $55.81 Unrealized -3.6%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $2 Shares 52 Est. Cost $46.04 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $51.74 Unrealized +5.0%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $45.44 Unrealized +5.5%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $2 Shares 7 Est. Cost $336.34 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $2 Shares 109 Est. Cost $19.91 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $21.74 Unrealized -9.3%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $2 Shares 49 Est. Cost $35.72 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $2 Shares 175 Est. Cost $8.00 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $97.20 Unrealized +69.7%
JD JD.COM INC SPON ADS CL A 0.0%
Value ($000) $2 Shares 44 Est. Cost $68.18 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $56.29 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $76.36 Unrealized +0.3%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $2 Shares 193 Est. Cost $9.44 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2 Shares 20 Est. Cost $87.09 Unrealized -13.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $67.48 Unrealized +125.2%
HANESBRANDS INC COM 0.0%
Value ($000) $2 Shares 221 Est. Cost $7.35 Unrealized
PSO PEARSON PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 108 Est. Cost $13.57 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $227.63 Unrealized 0.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $51.52 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $39.30 Unrealized 0.0%
AI C3 AI INC CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $28.17 Unrealized -9.8%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $61.53 Unrealized
MD PEDIATRIX MEDICAL GROUP INC COM 0.0%
Value ($000) $1 Shares 95 Est. Cost $9.43 Unrealized 0.0%
BFH BREAD FINANCIAL HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $49.90 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $1 Shares 85 Est. Cost $17.91 Unrealized -24.2%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $1 Shares 21 Est. Cost $43.84 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.67 Unrealized 0.0%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $79.23 Unrealized -56.9%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.56 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $1 Shares 7 Est. Cost $93.72 Unrealized 0.0%
GRAYSCALE BITCOIN MINI TRUST 0.0%
Value ($000) $1 Shares 112 Est. Cost $5.63 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 36 Est. Cost $14.22 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 20 Est. Cost $11.64 Unrealized +109.6%
CC CHEMOURS CO COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $32.21 Unrealized -40.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $0 Shares 3 Est. Cost $83.75 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $44.94 Unrealized 0.0%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.06 Unrealized +30.9%
WU WESTERN UN CO COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $11.93 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.55 Unrealized 0.0%
CDXS CODEXIS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.54 Unrealized -75.3%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $99.31 Unrealized -37.1%
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $19.50 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $87.47 Unrealized +48.9%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.84 Unrealized
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $16.22 Unrealized -6.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.99 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.62 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.33 Unrealized +26.8%
GLW CORNING INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.86 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $10.81 Unrealized 0.0%
NGVT INGEVITY CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.83 Unrealized 0.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 4 Est. Cost $19.71 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.78 Unrealized +10.6%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.40 Unrealized +13.0%
PRTA PROTHENA CORP PLC SHS 0.0%
Value ($000) $0 Shares 3 Est. Cost $21.50 Unrealized 0.0%
CRI CARTERS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $64.13 Unrealized -6.4%
EUDG WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.69 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.67 Unrealized 0.0%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.20 Unrealized