Avantax Planning Partners, Inc. Diversified Active

CIK: 0001005441 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 18, 2022

Total Value ($000): $2,340,794 (100.0% shares, 0.0% debt)

Holdings (343)

SCHG SCHWAB STRATEGIC TR 15.4%
Value ($000) $359,557 Shares 6,200,321 Est. Cost $69.00 Unrealized
SCHV SCHWAB STRATEGIC TR 13.5%
Value ($000) $314,843 Shares 5,043,942 Est. Cost $54.22 Unrealized
SCHD SCHWAB STRATEGIC TR 10.9%
Value ($000) $255,165 Shares 3,562,261 Est. Cost $53.61 Unrealized
FLRN SPDR SER TR 5.8%
Value ($000) $135,039 Shares 4,484,848 Est. Cost $30.66 Unrealized
BSV VANGUARD BD INDEX FDS 4.1%
Value ($000) $94,938 Shares 1,236,337 Est. Cost $77.89 Unrealized
SCHZ SCHWAB STRATEGIC TR 3.6%
Value ($000) $84,879 Shares 1,773,112 Est. Cost $52.61 Unrealized
HYMB SPDR SER TR 3.2%
Value ($000) $73,868 Shares 1,437,672 Est. Cost $53.89 Unrealized
IWN ISHARES TR 3.0%
Value ($000) $70,253 Shares 515,999 Est. Cost $160.53 Unrealized
SUB ISHARES TR 2.0%
Value ($000) $47,909 Shares 457,718 Est. Cost $105.07 Unrealized
SPYV SPDR SER TR 1.5%
Value ($000) $36,011 Shares 978,033 Est. Cost $37.08 Unrealized
CWI SPDR INDEX SHS FDS 1.4%
Value ($000) $33,517 Shares 1,409,449 Est. Cost $28.21 Unrealized
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $33,180 Shares 1,055,015 Est. Cost $33.68 Unrealized
MUB ISHARES TR 1.3%
Value ($000) $31,387 Shares 295,102 Est. Cost $113.36 Unrealized
IWF ISHARES TR 1.1%
Value ($000) $25,652 Shares 117,291 Est. Cost $240.13 Unrealized
FMB FIRST TR EXCH TRADED FD III 1.1%
Value ($000) $24,754 Shares 489,113 Est. Cost $53.44 Unrealized
IVW ISHARES TR 0.9%
Value ($000) $21,553 Shares 357,132 Est. Cost $71.07 Unrealized
HYD VANECK ETF TRUST 0.9%
Value ($000) $21,486 Shares 398,999 Est. Cost $54.31 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $20,927 Shares 153,063 Est. Cost $89.31 Unrealized +66.4%
IWO ISHARES TR 0.8%
Value ($000) $19,256 Shares 93,337 Est. Cost $237.02 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $17,710 Shares 123,443 Est. Cost $139.44 Unrealized
SLYV SPDR SER TR 0.7%
Value ($000) $17,419 Shares 240,567 Est. Cost $77.77 Unrealized
IEMG ISHARES INC 0.7%
Value ($000) $15,605 Shares 318,084 Est. Cost $61.68 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $15,443 Shares 309,422 Est. Cost $51.19 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $13,529 Shares 324,828 Est. Cost $46.27 Unrealized
IWS ISHARES TR 0.6%
Value ($000) $13,349 Shares 131,424 Est. Cost $98.58 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $12,573 Shares 48,955 Est. Cost $104.49 Unrealized +152.1%
VOE VANGUARD INDEX FDS 0.5%
Value ($000) $12,132 Shares 93,668 Est. Cost $122.37 Unrealized
MUNI PIMCO ETF TR 0.5%
Value ($000) $11,951 Shares 232,155 Est. Cost $53.29 Unrealized
IWP ISHARES TR 0.5%
Value ($000) $11,934 Shares 150,647 Est. Cost $119.41 Unrealized
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $11,916 Shares 230,880 Est. Cost $59.65 Unrealized
IDOG ALPS ETF TR 0.5%
Value ($000) $11,896 Shares 472,827 Est. Cost $27.77 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $10,066 Shares 815,734 Est. Cost $13.33 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $9,542 Shares 93,842 Est. Cost $105.95 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $8,743 Shares 60,309 Est. Cost $108.77 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $8,396 Shares 63,667 Est. Cost $101.24 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $7,502 Shares 52,171 Est. Cost $85.47 Unrealized +60.6%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $7,462 Shares 19,780 Est. Cost $420.57 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $7,305 Shares 43,832 Est. Cost $104.45 Unrealized +43.4%
KO COCA COLA CO 0.3%
Value ($000) $7,286 Shares 115,816 Est. Cost $40.40 Unrealized +40.5%
HEARTLAND FINL USA INC 0.3%
Value ($000) $6,915 Shares 166,472 Est. Cost $44.36 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $6,848 Shares 39,044 Est. Cost $182.59 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $6,771 Shares 129,153 Est. Cost $28.25 Unrealized +48.7%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $6,618 Shares 12,181 Est. Cost $177.13 Unrealized +207.5%
MRK MERCK & CO INC 0.3%
Value ($000) $6,562 Shares 71,974 Est. Cost $61.87 Unrealized +28.0%
SLYG SPDR SER TR 0.3%
Value ($000) $6,488 Shares 92,028 Est. Cost $75.04 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $6,294 Shares 31,946 Est. Cost $225.37 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $6,052 Shares 42,864 Est. Cost $106.55 Unrealized +10.3%
DON WISDOMTREE TR 0.2%
Value ($000) $5,845 Shares 149,957 Est. Cost $44.90 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $5,831 Shares 145,415 Est. Cost $41.75 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $5,663 Shares 66,130 Est. Cost $48.41 Unrealized +64.4%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $5,659 Shares 31,882 Est. Cost $108.01 Unrealized +48.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $5,607 Shares 110,487 Est. Cost $38.11 Unrealized +5.2%
EFV ISHARES TR 0.2%
Value ($000) $5,403 Shares 124,493 Est. Cost $44.47 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $5,389 Shares 21,827 Est. Cost $155.65 Unrealized +45.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $5,118 Shares 18,746 Est. Cost $188.03 Unrealized +66.8%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $5,021 Shares 32,676 Est. Cost $125.14 Unrealized +20.6%
HD HOME DEPOT INC 0.2%
Value ($000) $4,909 Shares 17,899 Est. Cost $209.41 Unrealized +28.5%
MDYG SPDR SER TR 0.2%
Value ($000) $4,864 Shares 79,798 Est. Cost $72.79 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $4,837 Shares 33,409 Est. Cost $83.47 Unrealized +71.0%
IDV ISHARES TR 0.2%
Value ($000) $4,774 Shares 175,773 Est. Cost $27.16 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $4,724 Shares 105,109 Est. Cost $46.53 Unrealized
SHM SPDR SER TR 0.2%
Value ($000) $4,715 Shares 99,765 Est. Cost $47.39 Unrealized
MMM 3M CO 0.2%
Value ($000) $4,514 Shares 34,884 Est. Cost $115.49 Unrealized -8.9%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $4,477 Shares 39,759 Est. Cost $89.58 Unrealized +26.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $4,259 Shares 9,906 Est. Cost $309.52 Unrealized +28.5%
ABBV ABBVIE INC 0.2%
Value ($000) $4,235 Shares 27,653 Est. Cost $51.84 Unrealized +158.7%
BLACKROCK INC 0.2%
Value ($000) $4,183 Shares 6,868 Est. Cost $590.65 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $3,964 Shares 37,319 Est. Cost $123.12 Unrealized +1.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $3,938 Shares 1,807 Est. Cost $63.79 Unrealized +83.2%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $3,892 Shares 25,977 Est. Cost $152.61 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $3,891 Shares 84,548 Est. Cost $41.17 Unrealized +1.8%
AVGO BROADCOM INC 0.2%
Value ($000) $3,716 Shares 7,649 Est. Cost $38.35 Unrealized +36.6%
NULV NUSHARES ETF TR 0.2%
Value ($000) $3,706 Shares 111,019 Est. Cost $30.12 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $3,512 Shares 5,215 Est. Cost $237.32 Unrealized +15.0%
DHS WISDOMTREE TR 0.1%
Value ($000) $3,369 Shares 40,945 Est. Cost $67.79 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $3,364 Shares 30,966 Est. Cost $57.93 Unrealized +83.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $3,319 Shares 6,461 Est. Cost $263.90 Unrealized +78.5%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $3,275 Shares 10,030 Est. Cost $161.40 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $3,205 Shares 11,434 Est. Cost $324.73 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $3,163 Shares 17,695 Est. Cost $110.89 Unrealized +77.9%
AMGN AMGEN INC 0.1%
Value ($000) $3,154 Shares 12,964 Est. Cost $183.33 Unrealized +19.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $3,015 Shares 28,125 Est. Cost $72.02 Unrealized +32.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $2,867 Shares 68,641 Est. Cost $31.58 Unrealized +21.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $2,799 Shares 65,640 Est. Cost $40.18 Unrealized +6.6%
IJK ISHARES TR 0.1%
Value ($000) $2,734 Shares 42,895 Est. Cost $82.14 Unrealized
DE DEERE & CO 0.1%
Value ($000) $2,702 Shares 9,023 Est. Cost $116.17 Unrealized +201.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,695 Shares 5,622 Est. Cost $244.47 Unrealized +98.3%
INTC INTEL CORP 0.1%
Value ($000) $2,692 Shares 71,959 Est. Cost $35.99 Unrealized +12.9%
C CITIGROUP INC 0.1%
Value ($000) $2,567 Shares 55,810 Est. Cost $44.46 Unrealized -1.6%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $2,439 Shares 36,523 Est. Cost $47.13 Unrealized +31.0%
MDYV SPDR SER TR 0.1%
Value ($000) $2,436 Shares 40,265 Est. Cost $52.44 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $2,331 Shares 11,096 Est. Cost $163.18 Unrealized +24.1%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $2,250 Shares 9,556 Est. Cost $169.09 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $2,190 Shares 27,535 Est. Cost $55.69 Unrealized +47.0%
EFA ISHARES TR 0.1%
Value ($000) $2,120 Shares 33,933 Est. Cost $73.63 Unrealized
BKH BLACK HILLS CORP 0.1%
Value ($000) $2,063 Shares 28,348 Est. Cost $47.28 Unrealized +34.9%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $2,055 Shares 13,559 Est. Cost $17.40 Unrealized +8.3%
V VISA INC 0.1%
Value ($000) $2,045 Shares 10,389 Est. Cost $122.43 Unrealized +64.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $2,013 Shares 51,399 Est. Cost $40.00 Unrealized -0.1%
NUDM NUSHARES ETF TR 0.1%
Value ($000) $1,982 Shares 78,599 Est. Cost $26.57 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,978 Shares 25,538 Est. Cost $56.96 Unrealized +20.9%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,963 Shares 35,187 Est. Cost $62.83 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $1,948 Shares 13,791 Est. Cost $94.80 Unrealized +79.5%
META META PLATFORMS INC 0.1%
Value ($000) $1,927 Shares 11,953 Est. Cost $190.88 Unrealized +0.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,919 Shares 10,174 Est. Cost $142.76 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $1,909 Shares 38,083 Est. Cost $51.41 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $1,889 Shares 13,743 Est. Cost $111.72 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,853 Shares 41,500 Est. Cost $61.86 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $1,828 Shares 20,191 Est. Cost $93.37 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,717 Shares 14,463 Est. Cost $91.13 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,669 Shares 21,506 Est. Cost $33.12 Unrealized +136.9%
WMT WALMART INC 0.1%
Value ($000) $1,645 Shares 13,527 Est. Cost $25.54 Unrealized +72.4%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,642 Shares 3,970 Est. Cost $513.70 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,627 Shares 21,294 Est. Cost $69.33 Unrealized +1.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,619 Shares 8,884 Est. Cost $165.51 Unrealized +10.6%
NKE NIKE INC 0.1%
Value ($000) $1,596 Shares 15,616 Est. Cost $79.21 Unrealized +40.5%
NEM NEWMONT CORP 0.1%
Value ($000) $1,507 Shares 25,257 Est. Cost $60.68 Unrealized +4.3%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,477 Shares 25,111 Est. Cost $58.82 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,464 Shares 669 Est. Cost $64.02 Unrealized +83.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $1,448 Shares 3,955 Est. Cost $332.07 Unrealized +22.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,435 Shares 7,861 Est. Cost $105.95 Unrealized +44.7%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,409 Shares 5,557 Est. Cost $223.76 Unrealized +1.1%
BA BOEING CO 0.1%
Value ($000) $1,376 Shares 10,062 Est. Cost $209.26 Unrealized -29.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,349 Shares 14,286 Est. Cost $102.56 Unrealized +5.7%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,334 Shares 19,445 Est. Cost $79.04 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,328 Shares 5,195 Est. Cost $176.62 Unrealized +25.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,314 Shares 4,732 Est. Cost $172.77 Unrealized +64.7%
HMOP HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $1,308 Shares 34,617 Est. Cost $38.39 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,300 Shares 5,747 Est. Cost $228.96 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,256 Shares 3,849 Est. Cost $132.81 Unrealized +136.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,251 Shares 13,504 Est. Cost $60.06 Unrealized +43.0%
CRM SALESFORCE INC 0.1%
Value ($000) $1,226 Shares 7,429 Est. Cost $160.15 Unrealized +9.0%
ISHARES TR 0.1%
Value ($000) $1,203 Shares 46,438 Est. Cost $25.86 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $1,199 Shares 38,510 Est. Cost $27.08 Unrealized +20.9%
OBDC OWL ROCK CAPITAL CORPORATION 0.1%
Value ($000) $1,197 Shares 97,081 Est. Cost $8.95 Unrealized +0.0%
ISHARES TR 0.1%
Value ($000) $1,178 Shares 46,207 Est. Cost $25.38 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,168 Shares 9,189 Est. Cost $76.76 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $1,167 Shares 3,699 Est. Cost $263.25 Unrealized +28.1%
LOW LOWES COS INC 0.0%
Value ($000) $1,162 Shares 6,652 Est. Cost $99.70 Unrealized +80.1%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1,154 Shares 5,177 Est. Cost $146.85 Unrealized
INTU INTUIT 0.0%
Value ($000) $1,151 Shares 2,987 Est. Cost $418.23 Unrealized -3.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1,147 Shares 14,893 Est. Cost $47.17 Unrealized +37.7%
UNP UNION PAC CORP 0.0%
Value ($000) $1,115 Shares 5,226 Est. Cost $127.22 Unrealized +64.1%
NUBD NUSHARES ETF TR 0.0%
Value ($000) $1,105 Shares 48,329 Est. Cost $25.62 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,083 Shares 10,652 Est. Cost $97.65 Unrealized
T AT&T INC 0.0%
Value ($000) $1,075 Shares 51,304 Est. Cost $15.14 Unrealized +7.7%
SUSB ISHARES TR 0.0%
Value ($000) $1,064 Shares 44,169 Est. Cost $24.63 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,042 Shares 7,028 Est. Cost $171.74 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $1,038 Shares 12,865 Est. Cost $87.16 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $1,032 Shares 20,672 Est. Cost $14.39 Unrealized +71.1%
NUSC NUSHARES ETF TR 0.0%
Value ($000) $1,023 Shares 31,192 Est. Cost $33.19 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $1,013 Shares 9,206 Est. Cost $120.36 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $1,011 Shares 37,036 Est. Cost $28.44 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $1,008 Shares 5,952 Est. Cost $148.73 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $1,005 Shares 20,129 Est. Cost $50.27 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $1,005 Shares 20,142 Est. Cost $50.86 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $995 Shares 5,688 Est. Cost $29.19 Unrealized -24.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $991 Shares 17,747 Est. Cost $50.59 Unrealized +13.5%
PFF ISHARES TR 0.0%
Value ($000) $976 Shares 29,670 Est. Cost $37.88 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $966 Shares 16,487 Est. Cost $39.65 Unrealized +34.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $955 Shares 7,480 Est. Cost $54.84 Unrealized +127.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $938 Shares 12,267 Est. Cost $111.49 Unrealized -16.0%
NULG NUSHARES ETF TR 0.0%
Value ($000) $933 Shares 19,365 Est. Cost $45.18 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $925 Shares 13,234 Est. Cost $48.44 Unrealized +44.2%
PREMIER INC 0.0%
Value ($000) $921 Shares 25,815 Est. Cost $38.78 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $912 Shares 9,492 Est. Cost $67.78 Unrealized +30.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $907 Shares 12,984 Est. Cost $123.33 Unrealized -29.8%
IXUS ISHARES TR 0.0%
Value ($000) $891 Shares 15,618 Est. Cost $57.05 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $889 Shares 9,007 Est. Cost $59.08 Unrealized +44.6%
MDU MDU RES GROUP INC 0.0%
Value ($000) $882 Shares 32,664 Est. Cost $8.19 Unrealized +11.8%
LLY LILLY ELI & CO 0.0%
Value ($000) $865 Shares 2,668 Est. Cost $136.23 Unrealized +113.5%
IVV ISHARES TR 0.0%
Value ($000) $852 Shares 2,247 Est. Cost $328.67 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $851 Shares 9,355 Est. Cost $37.83 Unrealized +180.4%
EFG ISHARES TR 0.0%
Value ($000) $847 Shares 10,520 Est. Cost $69.73 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $837 Shares 7,113 Est. Cost $90.01 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $824 Shares 2,376 Est. Cost $327.63 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $816 Shares 5,355 Est. Cost $135.20 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $797 Shares 15,909 Est. Cost $50.76 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $796 Shares 11,166 Est. Cost $37.26 Unrealized +72.6%
SYSB ISHARES TR 0.0%
Value ($000) $795 Shares 9,254 Est. Cost $98.36 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $794 Shares 10,529 Est. Cost $41.59 Unrealized +48.7%
NOW SERVICENOW INC 0.0%
Value ($000) $781 Shares 1,643 Est. Cost $102.92 Unrealized -7.4%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $776 Shares 10,750 Est. Cost $68.14 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $768 Shares 8,136 Est. Cost $122.26 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $768 Shares 12,244 Est. Cost $73.76 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $767 Shares 3,466 Est. Cost $156.42 Unrealized +36.5%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $767 Shares 44,517 Est. Cost $17.23 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $758 Shares 7,528 Est. Cost $73.35 Unrealized +21.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $747 Shares 3,750 Est. Cost $155.76 Unrealized +36.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $707 Shares 8,823 Est. Cost $59.85 Unrealized +20.0%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $691 Shares 3,728 Est. Cost $171.46 Unrealized
NUMV NUSHARES ETF TR 0.0%
Value ($000) $681 Shares 22,229 Est. Cost $25.18 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $676 Shares 4,421 Est. Cost $68.13 Unrealized +117.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $669 Shares 1,985 Est. Cost $372.95 Unrealized -7.3%
BAFN BAYFIRST FINANCIAL CORP 0.0%
Value ($000) $663 Shares 38,112 Est. Cost $17.45 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $643 Shares 4,952 Est. Cost $122.49 Unrealized +8.0%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $641 Shares 16,730 Est. Cost $43.94 Unrealized +26.8%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $619 Shares 15,182 Est. Cost $40.77 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $599 Shares 9,641 Est. Cost $39.90 Unrealized +43.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $595 Shares 18,924 Est. Cost $32.62 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $593 Shares 3,409 Est. Cost $102.22 Unrealized +62.7%
SPMD SPDR SER TR 0.0%
Value ($000) $593 Shares 14,938 Est. Cost $29.42 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $588 Shares 14,985 Est. Cost $35.58 Unrealized +7.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $582 Shares 10,019 Est. Cost $52.46 Unrealized +16.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $579 Shares 6,443 Est. Cost $36.84 Unrealized +144.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $576 Shares 6,417 Est. Cost $76.13 Unrealized +18.7%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $574 Shares 3,143 Est. Cost $54.53 Unrealized +265.7%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $565 Shares 17,875 Est. Cost $31.61 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $546 Shares 3,344 Est. Cost $157.62 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $536 Shares 4,278 Est. Cost $110.40 Unrealized +10.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $530 Shares 2,334 Est. Cost $151.07 Unrealized +49.9%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $523 Shares 5,741 Est. Cost $89.62 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $521 Shares 8,475 Est. Cost $143.76 Unrealized -36.4%
CADE CADENCE BANK 0.0%
Value ($000) $518 Shares 22,044 Est. Cost $22.58 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $507 Shares 11,481 Est. Cost $57.95 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $505 Shares 45,381 Est. Cost $9.26 Unrealized +13.9%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $496 Shares 14,854 Est. Cost $33.39 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $487 Shares 1,558 Est. Cost $229.62 Unrealized +25.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $483 Shares 1,962 Est. Cost $189.88 Unrealized +34.4%
XJR ISHARES TR 0.0%
Value ($000) $464 Shares 14,300 Est. Cost $37.90 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $462 Shares 14,520 Est. Cost $32.99 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $461 Shares 5,400 Est. Cost $78.55 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $456 Shares 5,910 Est. Cost $82.41 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $456 Shares 3,619 Est. Cost $136.88 Unrealized -3.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $456 Shares 4,755 Est. Cost $59.15 Unrealized +46.5%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $442 Shares 11,347 Est. Cost $56.61 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $441 Shares 2,751 Est. Cost $139.21 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $440 Shares 3,199 Est. Cost $146.73 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $436 Shares 3,443 Est. Cost $81.40 Unrealized +47.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $429 Shares 3,043 Est. Cost $116.26 Unrealized +8.9%
ISHARES TR 0.0%
Value ($000) $426 Shares 17,053 Est. Cost $24.85 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $423 Shares 7,180 Est. Cost $73.47 Unrealized
DOW DOW INC 0.0%
Value ($000) $422 Shares 8,186 Est. Cost $38.84 Unrealized +33.3%
ISHARES TR 0.0%
Value ($000) $420 Shares 16,746 Est. Cost $24.81 Unrealized
SRE SEMPRA 0.0%
Value ($000) $418 Shares 2,781 Est. Cost $71.33 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $412 Shares 16,661 Est. Cost $24.69 Unrealized
CSX CSX CORP 0.0%
Value ($000) $412 Shares 14,181 Est. Cost $25.72 Unrealized +20.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $411 Shares 1,765 Est. Cost $162.68 Unrealized +40.4%
ISHARES TR 0.0%
Value ($000) $411 Shares 16,634 Est. Cost $24.62 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $409 Shares 7,366 Est. Cost $29.51 Unrealized -14.2%
BX BLACKSTONE INC 0.0%
Value ($000) $395 Shares 4,333 Est. Cost $50.34 Unrealized +90.9%
EXI ISHARES TR 0.0%
Value ($000) $394 Shares 4,100 Est. Cost $106.80 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $386 Shares 5,071 Est. Cost $69.74 Unrealized +3.9%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $386 Shares 5,127 Est. Cost $79.52 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $385 Shares 798 Est. Cost $310.35 Unrealized +51.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $384 Shares 3,372 Est. Cost $58.06 Unrealized +94.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $376 Shares 8,904 Est. Cost $22.74 Unrealized +55.0%
IYW ISHARES TR 0.0%
Value ($000) $365 Shares 4,568 Est. Cost $105.97 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $359 Shares 2,133 Est. Cost $113.58 Unrealized +32.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $358 Shares 2,649 Est. Cost $99.68 Unrealized +15.1%
LINDE PLC 0.0%
Value ($000) $357 Shares 1,241 Est. Cost $313.13 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $354 Shares 5,051 Est. Cost $62.06 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $354 Shares 14,865 Est. Cost $24.62 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $349 Shares 7,361 Est. Cost $28.51 Unrealized +55.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $349 Shares 5,927 Est. Cost $42.07 Unrealized +38.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $345 Shares 9,106 Est. Cost $40.04 Unrealized
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $343 Shares 8,990 Est. Cost $30.25 Unrealized -6.9%
CTVA CORTEVA INC 0.0%
Value ($000) $337 Shares 6,218 Est. Cost $44.10 Unrealized +26.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $336 Shares 1,690 Est. Cost $136.11 Unrealized +66.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $333 Shares 10,683 Est. Cost $18.24 Unrealized +60.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $328 Shares 1,467 Est. Cost $213.62 Unrealized +16.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $326 Shares 2,353 Est. Cost $152.46 Unrealized +3.3%
CE CELANESE CORP DEL 0.0%
Value ($000) $323 Shares 2,750 Est. Cost $92.24 Unrealized +46.4%
HYG ISHARES TR 0.0%
Value ($000) $322 Shares 4,381 Est. Cost $73.50 Unrealized
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $321 Shares 1,736 Est. Cost $134.43 Unrealized +46.5%
SLV ISHARES SILVER TR 0.0%
Value ($000) $318 Shares 17,067 Est. Cost $23.74 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $314 Shares 2,358 Est. Cost $119.77 Unrealized +6.0%
PSX PHILLIPS 66 0.0%
Value ($000) $313 Shares 3,819 Est. Cost $60.70 Unrealized +33.4%
NUE NUCOR CORP 0.0%
Value ($000) $313 Shares 2,995 Est. Cost $49.69 Unrealized +157.3%
GSK PLC 0.0%
Value ($000) $312 Shares 7,176 Est. Cost $42.46 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $301 Shares 3,143 Est. Cost $64.01 Unrealized +38.2%
LKQ LKQ CORP 0.0%
Value ($000) $301 Shares 6,134 Est. Cost $24.99 Unrealized +79.1%
RPM RPM INTL INC 0.0%
Value ($000) $300 Shares 3,808 Est. Cost $65.46 Unrealized +28.4%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $294 Shares 4,774 Est. Cost $61.58 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $293 Shares 1,189 Est. Cost $166.56 Unrealized +43.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $290 Shares 1,721 Est. Cost $152.49 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $284 Shares 1,469 Est. Cost $199.06 Unrealized -8.0%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $283 Shares 3,246 Est. Cost $112.52 Unrealized
MOS MOSAIC CO NEW 0.0%
Value ($000) $283 Shares 5,993 Est. Cost $16.32 Unrealized +241.7%
AFL AFLAC INC 0.0%
Value ($000) $283 Shares 5,120 Est. Cost $35.24 Unrealized +54.3%
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $280 Shares 5,441 Est. Cost $58.45 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $277 Shares 1,406 Est. Cost $211.28 Unrealized -8.4%
LRGE LEGG MASON ETF INVT TR 0.0%
Value ($000) $274 Shares 6,565 Est. Cost $41.74 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $273 Shares 4,406 Est. Cost $68.54 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $272 Shares 2,309 Est. Cost $153.79 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $271 Shares 1,195 Est. Cost $180.66 Unrealized +8.9%
HRTG HERITAGE INSURANCE HLDGS INC 0.0%
Value ($000) $266 Shares 100,707 Est. Cost $15.19 Unrealized -71.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $262 Shares 3,205 Est. Cost $34.31 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $261 Shares 6,395 Est. Cost $49.88 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $258 Shares 1,523 Est. Cost $96.04 Unrealized +68.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $258 Shares 2,714 Est. Cost $61.46 Unrealized +36.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $257 Shares 6,726 Est. Cost $24.57 Unrealized +36.6%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $254 Shares 6,877 Est. Cost $36.92 Unrealized -12.2%
CB CHUBB LIMITED 0.0%
Value ($000) $253 Shares 1,287 Est. Cost $157.86 Unrealized +24.3%
WPC WP CAREY INC 0.0%
Value ($000) $251 Shares 3,024 Est. Cost $81.78 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $249 Shares 3,945 Est. Cost $68.51 Unrealized -4.4%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $247 Shares 6,991 Est. Cost $21.56 Unrealized +49.8%
IWR ISHARES TR 0.0%
Value ($000) $247 Shares 3,819 Est. Cost $77.98 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $247 Shares 2,594 Est. Cost $94.50 Unrealized +9.6%
WDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $246 Shares 3,990 Est. Cost $66.06 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $246 Shares 770 Est. Cost $323.74 Unrealized 0.0%
EIS ISHARES INC 0.0%
Value ($000) $243 Shares 4,115 Est. Cost $78.01 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $238 Shares 1,852 Est. Cost $127.23 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $238 Shares 1,095 Est. Cost $226.99 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $233 Shares 2,107 Est. Cost $165.52 Unrealized -26.3%
KBE SPDR SER TR 0.0%
Value ($000) $233 Shares 5,314 Est. Cost $42.49 Unrealized
BP BP PLC 0.0%
Value ($000) $232 Shares 8,199 Est. Cost $24.57 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $231 Shares 1,072 Est. Cost $184.39 Unrealized +7.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $231 Shares 956 Est. Cost $214.95 Unrealized +4.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $228 Shares 477 Est. Cost $387.65 Unrealized +11.6%
BALL BALL CORP 0.0%
Value ($000) $225 Shares 3,273 Est. Cost $58.42 Unrealized +23.4%
NUMG NUSHARES ETF TR 0.0%
Value ($000) $219 Shares 6,383 Est. Cost $51.38 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $219 Shares 3,447 Est. Cost $47.56 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $217 Shares 367 Est. Cost $617.39 Unrealized +4.7%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $217 Shares 1,673 Est. Cost $128.29 Unrealized -5.7%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $216 Shares 1,224 Est. Cost $225.32 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $215 Shares 2,192 Est. Cost $59.49 Unrealized +63.0%
SYY SYSCO CORP 0.0%
Value ($000) $214 Shares 2,527 Est. Cost $67.80 Unrealized +11.7%
PPG PPG INDS INC 0.0%
Value ($000) $213 Shares 1,860 Est. Cost $90.43 Unrealized +27.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $210 Shares 5,885 Est. Cost $21.93 Unrealized +70.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $208 Shares 1,567 Est. Cost $93.07 Unrealized +29.3%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $207 Shares 20,758 Est. Cost $8.53 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $202 Shares 1,177 Est. Cost $151.67 Unrealized +9.9%
IXN ISHARES TR 0.0%
Value ($000) $202 Shares 4,414 Est. Cost $95.59 Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $155 Shares 16,000 Est. Cost $25.23 Unrealized -53.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $154 Shares 11,460 Est. Cost $18.55 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $137 Shares 10,305 Est. Cost $12.15 Unrealized +12.2%
SPRY SILVERBACK THERAPEUTICS INC 0.0%
Value ($000) $136 Shares 32,174 Est. Cost $4.35 Unrealized -19.9%
LAZYDAYS HLDGS INC 0.0%
Value ($000) $127 Shares 10,789 Est. Cost $21.32 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $106 Shares 12,223 Est. Cost $21.85 Unrealized -32.8%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $105 Shares 17,822 Est. Cost $8.69 Unrealized
ECOARK HLDGS INC 0.0%
Value ($000) $77 Shares 29,324 Est. Cost $2.63 Unrealized
CONTRAFECT CORP 0.0%
Value ($000) $46 Shares 15,000 Est. Cost $4.80 Unrealized
SUNDIAL GROWERS INC 0.0%
Value ($000) $36 Shares 110,418 Est. Cost $0.90 Unrealized
IBIO INC 0.0%
Value ($000) $33 Shares 125,000 Est. Cost $0.53 Unrealized
RA MED SYS INC 0.0%
Value ($000) $24 Shares 78,000 Est. Cost $0.79 Unrealized
SENSEONICS HLDGS INC 0.0%
Value ($000) $22 Shares 21,203 Est. Cost $2.69 Unrealized
T2 BIOSYSTEMS INC 0.0%
Value ($000) $18 Shares 110,273 Est. Cost $0.92 Unrealized
SINTX TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 13,000 Est. Cost $1.85 Unrealized
AVALO THERAPEUTICS INC 0.0%
Value ($000) $6 Shares 12,657 Est. Cost $0.47 Unrealized
ASENSUS SURGICAL INC 0.0%
Value ($000) $5 Shares 12,936 Est. Cost $3.25 Unrealized
CONFORMIS INC 0.0%
Value ($000) $5 Shares 14,981 Est. Cost $0.73 Unrealized
SOLENO THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 10,700 Est. Cost $1.21 Unrealized