FOUNDERS FINANCIAL SECURITIES LLC Diversified Active

CIK: 0001342396 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 6, 2024

Total Value ($000): $901,133 (100.0% shares, 0.0% debt)

Holdings (367)

SPYG SPDR SER TR 5.7%
Value ($000) $51,114 Shares 785,640 Est. Cost $51.38 Unrealized
SPYV SPDR SER TR 4.6%
Value ($000) $41,451 Shares 888,936 Est. Cost $35.09 Unrealized
SCHD SCHWAB STRATEGIC TR 4.1%
Value ($000) $36,673 Shares 481,722 Est. Cost $73.99 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.1%
Value ($000) $28,312 Shares 591,062 Est. Cost $44.25 Unrealized
IJR ISHARES TR 2.9%
Value ($000) $26,224 Shares 242,253 Est. Cost $93.08 Unrealized
QQQ INVESCO QQQ TR 2.3%
Value ($000) $20,504 Shares 50,069 Est. Cost $312.44 Unrealized
VO VANGUARD INDEX FDS 2.1%
Value ($000) $19,133 Shares 82,242 Est. Cost $226.17 Unrealized
FBND FIDELITY MERRIMACK STR TR 2.0%
Value ($000) $17,911 Shares 389,041 Est. Cost $46.98 Unrealized
DUHP DIMENSIONAL ETF TRUST 1.9%
Value ($000) $17,530 Shares 612,706 Est. Cost $24.87 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $16,588 Shares 86,157 Est. Cost $124.71 Unrealized +46.6%
ISTB ISHARES TR 1.7%
Value ($000) $15,444 Shares 324,735 Est. Cost $46.85 Unrealized
IEFA ISHARES TR 1.6%
Value ($000) $14,428 Shares 205,085 Est. Cost $66.45 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.5%
Value ($000) $13,818 Shares 573,116 Est. Cost $22.55 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $12,615 Shares 33,548 Est. Cost $233.29 Unrealized +50.2%
IVV ISHARES TR 1.4%
Value ($000) $12,508 Shares 26,187 Est. Cost $344.91 Unrealized
AGG ISHARES TR 1.4%
Value ($000) $12,318 Shares 124,113 Est. Cost $102.06 Unrealized
QUAL ISHARES TR 1.3%
Value ($000) $11,327 Shares 76,984 Est. Cost $126.99 Unrealized
TFLO ISHARES TR 1.2%
Value ($000) $11,202 Shares 221,944 Est. Cost $50.52 Unrealized
SPAB SPDR SER TR 1.2%
Value ($000) $11,193 Shares 436,533 Est. Cost $27.14 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $10,487 Shares 235,116 Est. Cost $47.90 Unrealized
MUB ISHARES TR 1.2%
Value ($000) $10,446 Shares 96,352 Est. Cost $103.05 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $10,358 Shares 20,917 Est. Cost $22.30 Unrealized +107.7%
XLK SELECT SECTOR SPDR TR 1.1%
Value ($000) $10,057 Shares 52,251 Est. Cost $148.79 Unrealized
BIL SPDR SER TR 1.1%
Value ($000) $9,898 Shares 108,303 Est. Cost $91.49 Unrealized
BOND PIMCO ETF TR 1.1%
Value ($000) $9,588 Shares 103,705 Est. Cost $96.62 Unrealized
USHY ISHARES TR 1.0%
Value ($000) $8,851 Shares 243,496 Est. Cost $36.67 Unrealized
IUSG ISHARES TR 0.9%
Value ($000) $8,460 Shares 81,264 Est. Cost $87.83 Unrealized
IJH ISHARES TR 0.9%
Value ($000) $8,075 Shares 29,136 Est. Cost $243.95 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $7,517 Shares 49,475 Est. Cost $125.72 Unrealized +11.5%
SPEM SPDR INDEX SHS FDS 0.8%
Value ($000) $7,165 Shares 202,342 Est. Cost $35.48 Unrealized
IDEV ISHARES TR 0.8%
Value ($000) $7,084 Shares 111,285 Est. Cost $57.10 Unrealized
SUB ISHARES TR 0.8%
Value ($000) $6,814 Shares 64,631 Est. Cost $103.51 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $6,483 Shares 14,842 Est. Cost $398.82 Unrealized
USFR WISDOMTREE TR 0.7%
Value ($000) $6,165 Shares 122,703 Est. Cost $50.27 Unrealized
EMB ISHARES TR 0.7%
Value ($000) $6,076 Shares 68,219 Est. Cost $94.72 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $5,998 Shares 159,514 Est. Cost $35.59 Unrealized
COWZ PACER FDS TR 0.6%
Value ($000) $5,614 Shares 107,977 Est. Cost $46.23 Unrealized
SPSM SPDR SER TR 0.6%
Value ($000) $5,604 Shares 132,857 Est. Cost $42.18 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $5,208 Shares 16,754 Est. Cost $262.82 Unrealized
SGOV ISHARES TR 0.6%
Value ($000) $5,090 Shares 50,766 Est. Cost $100.67 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $4,920 Shares 32,912 Est. Cost $133.28 Unrealized
IEMG ISHARES INC 0.5%
Value ($000) $4,764 Shares 94,195 Est. Cost $54.75 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $4,643 Shares 19,574 Est. Cost $170.34 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $4,560 Shares 42,421 Est. Cost $107.01 Unrealized
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,273 Shares 23,898 Est. Cost $159.28 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $4,180 Shares 7,939 Est. Cost $331.69 Unrealized +54.2%
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,159 Shares 48,617 Est. Cost $84.73 Unrealized
DGRW WISDOMTREE TR 0.5%
Value ($000) $4,055 Shares 57,703 Est. Cost $64.52 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,029 Shares 29,542 Est. Cost $132.72 Unrealized
LQD ISHARES TR 0.4%
Value ($000) $3,903 Shares 35,272 Est. Cost $120.60 Unrealized
XHB SPDR SER TR 0.4%
Value ($000) $3,864 Shares 40,390 Est. Cost $95.66 Unrealized
IYW ISHARES TR 0.4%
Value ($000) $3,836 Shares 31,252 Est. Cost $122.75 Unrealized
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,764 Shares 51,809 Est. Cost $65.04 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,705 Shares 23,635 Est. Cost $131.86 Unrealized +8.9%
HYLB DBX ETF TR 0.4%
Value ($000) $3,684 Shares 103,642 Est. Cost $35.41 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $3,572 Shares 24,378 Est. Cost $109.70 Unrealized +28.2%
FSK FS KKR CAP CORP 0.4%
Value ($000) $3,521 Shares 176,324 Est. Cost $12.40 Unrealized +14.1%
IAK ISHARES TR 0.4%
Value ($000) $3,511 Shares 35,066 Est. Cost $100.12 Unrealized
V VISA INC 0.4%
Value ($000) $3,324 Shares 12,769 Est. Cost $205.85 Unrealized +17.9%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $3,312 Shares 19,470 Est. Cost $124.63 Unrealized +16.3%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $3,236 Shares 4,903 Est. Cost $421.96 Unrealized +35.9%
ARKK ARK ETF TR 0.3%
Value ($000) $3,120 Shares 59,585 Est. Cost $74.22 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $3,110 Shares 54,950 Est. Cost $56.59 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $2,982 Shares 8,426 Est. Cost $268.97 Unrealized +20.2%
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $2,956 Shares 72,888 Est. Cost $31.70 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,875 Shares 39,913 Est. Cost $70.92 Unrealized
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,829 Shares 24,820 Est. Cost $102.14 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $2,761 Shares 23,554 Est. Cost $116.97 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,707 Shares 32,289 Est. Cost $78.93 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $2,690 Shares 49,978 Est. Cost $53.82 Unrealized
PFRL PGIM ETF TR 0.3%
Value ($000) $2,654 Shares 52,809 Est. Cost $50.31 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $2,613 Shares 10,515 Est. Cost $260.47 Unrealized -8.8%
KO COCA COLA CO 0.3%
Value ($000) $2,533 Shares 42,977 Est. Cost $47.77 Unrealized +11.5%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,532 Shares 25,323 Est. Cost $60.68 Unrealized +60.8%
HD HOME DEPOT INC 0.3%
Value ($000) $2,531 Shares 7,305 Est. Cost $267.85 Unrealized +9.7%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,477 Shares 49,038 Est. Cost $36.59 Unrealized +31.1%
INDA ISHARES TR 0.3%
Value ($000) $2,402 Shares 49,211 Est. Cost $48.81 Unrealized
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,359 Shares 28,439 Est. Cost $74.54 Unrealized
EWJ ISHARES INC 0.3%
Value ($000) $2,300 Shares 35,852 Est. Cost $59.87 Unrealized
APO APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $2,288 Shares 24,554 Est. Cost $62.25 Unrealized +37.5%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $2,171 Shares 49,504 Est. Cost $36.99 Unrealized +8.4%
RTX RTX CORPORATION 0.2%
Value ($000) $2,148 Shares 25,532 Est. Cost $68.70 Unrealized +10.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,132 Shares 5,977 Est. Cost $256.42 Unrealized +36.9%
USMV ISHARES TR 0.2%
Value ($000) $2,061 Shares 26,410 Est. Cost $71.66 Unrealized
EWJV ISHARES TR 0.2%
Value ($000) $2,011 Shares 68,924 Est. Cost $29.18 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,960 Shares 26,642 Est. Cost $72.43 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,912 Shares 7,786 Est. Cost $184.94 Unrealized +13.1%
AVGO BROADCOM INC 0.2%
Value ($000) $1,903 Shares 1,705 Est. Cost $42.78 Unrealized +115.6%
PIONEER NAT RES CO 0.2%
Value ($000) $1,901 Shares 8,455 Est. Cost $199.16 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $1,891 Shares 4,605 Est. Cost $325.97 Unrealized +17.7%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,884 Shares 12,167 Est. Cost $152.00 Unrealized -21.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,881 Shares 11,501 Est. Cost $108.44 Unrealized +30.5%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.2%
Value ($000) $1,880 Shares 63,014 Est. Cost $26.26 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,869 Shares 64,927 Est. Cost $30.62 Unrealized -13.8%
SRE SEMPRA 0.2%
Value ($000) $1,858 Shares 24,864 Est. Cost $65.23 Unrealized +2.3%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,826 Shares 8,708 Est. Cost $170.24 Unrealized +1.2%
HANCOCK JOHN TAX-ADVANTAGED 0.2%
Value ($000) $1,803 Shares 95,070 Est. Cost $17.82 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $1,787 Shares 51,303 Est. Cost $21.45 Unrealized +49.9%
WMT WALMART INC 0.2%
Value ($000) $1,780 Shares 11,291 Est. Cost $32.19 Unrealized +60.4%
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,765 Shares 34,157 Est. Cost $46.81 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $1,711 Shares 47,497 Est. Cost $29.19 Unrealized +0.7%
CGUS CAPITAL GROUP CORE EQUITY ET 0.2%
Value ($000) $1,706 Shares 60,300 Est. Cost $25.36 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $1,702 Shares 60,278 Est. Cost $24.64 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,682 Shares 9,873 Est. Cost $155.43 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $1,674 Shares 15,352 Est. Cost $70.81 Unrealized +36.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,656 Shares 11,101 Est. Cost $112.10 Unrealized +22.9%
INTC INTEL CORP 0.2%
Value ($000) $1,623 Shares 32,302 Est. Cost $39.68 Unrealized +0.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $1,602 Shares 3,158 Est. Cost $375.35 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,600 Shares 8,400 Est. Cost $134.82 Unrealized +23.6%
IYF ISHARES TR 0.2%
Value ($000) $1,568 Shares 18,354 Est. Cost $68.92 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $1,560 Shares 6,985 Est. Cost $223.39 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $1,552 Shares 36,509 Est. Cost $36.21 Unrealized
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,552 Shares 6,364 Est. Cost $229.99 Unrealized +2.8%
AMGN AMGEN INC 0.2%
Value ($000) $1,515 Shares 5,261 Est. Cost $200.91 Unrealized +27.0%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,512 Shares 30,723 Est. Cost $33.75 Unrealized +21.5%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,502 Shares 13,455 Est. Cost $91.64 Unrealized
VMC VULCAN MATLS CO 0.2%
Value ($000) $1,496 Shares 6,589 Est. Cost $152.51 Unrealized +36.8%
ALLIANCEBERNSTEIN GLOBAL HIG 0.2%
Value ($000) $1,481 Shares 146,332 Est. Cost $9.08 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $1,476 Shares 6,765 Est. Cost $177.88 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,469 Shares 3,444 Est. Cost $320.37 Unrealized +24.0%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,410 Shares 2,966 Est. Cost $387.79 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,362 Shares 16,534 Est. Cost $84.57 Unrealized -15.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,320 Shares 18,228 Est. Cost $51.77 Unrealized +24.2%
USB US BANCORP DEL 0.1%
Value ($000) $1,317 Shares 30,419 Est. Cost $36.84 Unrealized -10.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,302 Shares 7,640 Est. Cost $137.82 Unrealized +5.6%
GOOG ALPHABET INC 0.1%
Value ($000) $1,298 Shares 9,211 Est. Cost $126.07 Unrealized +6.8%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,297 Shares 2,224 Est. Cost $440.27 Unrealized +30.6%
UNILEVER PLC 0.1%
Value ($000) $1,293 Shares 26,676 Est. Cost $50.66 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,276 Shares 5,908 Est. Cost $202.47 Unrealized -13.5%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $1,251 Shares 64,259 Est. Cost $14.64 Unrealized +3.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,238 Shares 2,731 Est. Cost $326.30 Unrealized +27.9%
NJUL INNOVATOR ETFS TR 0.1%
Value ($000) $1,231 Shares 22,332 Est. Cost $50.80 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $1,229 Shares 24,898 Est. Cost $49.13 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,203 Shares 3,427 Est. Cost $310.10 Unrealized +0.8%
BBY BEST BUY INC 0.1%
Value ($000) $1,197 Shares 15,287 Est. Cost $63.44 Unrealized +0.0%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,185 Shares 12,090 Est. Cost $94.59 Unrealized
BUFF INNOVATOR ETFS TR 0.1%
Value ($000) $1,181 Shares 29,465 Est. Cost $33.48 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $1,173 Shares 20,431 Est. Cost $56.01 Unrealized -17.0%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,166 Shares 21,691 Est. Cost $48.95 Unrealized -8.0%
NFLX NETFLIX INC 0.1%
Value ($000) $1,165 Shares 2,393 Est. Cost $45.96 Unrealized -5.0%
PPG PPG INDS INC 0.1%
Value ($000) $1,124 Shares 7,514 Est. Cost $118.67 Unrealized +8.6%
SAP SAP SE 0.1%
Value ($000) $1,120 Shares 7,245 Est. Cost $102.03 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1,115 Shares 10,267 Est. Cost $124.79 Unrealized -17.5%
ORCL ORACLE CORP 0.1%
Value ($000) $1,113 Shares 10,558 Est. Cost $61.97 Unrealized +72.2%
ETN EATON CORP PLC 0.1%
Value ($000) $1,111 Shares 4,614 Est. Cost $148.96 Unrealized +44.7%
ADBE ADOBE INC 0.1%
Value ($000) $1,108 Shares 1,858 Est. Cost $470.99 Unrealized +22.5%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $1,106 Shares 17,118 Est. Cost $59.47 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,105 Shares 12,235 Est. Cost $122.64 Unrealized -29.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,105 Shares 7,026 Est. Cost $114.56 Unrealized +17.2%
DINO HF SINCLAIR CORP 0.1%
Value ($000) $1,098 Shares 19,759 Est. Cost $38.97 Unrealized +27.4%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,076 Shares 2,442 Est. Cost $379.61 Unrealized +2.3%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $1,075 Shares 77,895 Est. Cost $11.10 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $1,072 Shares 5,727 Est. Cost $154.79 Unrealized +4.4%
IWM ISHARES TR 0.1%
Value ($000) $1,070 Shares 5,330 Est. Cost $197.30 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $1,069 Shares 2,209 Est. Cost $425.85 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,063 Shares 6,630 Est. Cost $134.78 Unrealized +6.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,056 Shares 3,571 Est. Cost $171.34 Unrealized +46.6%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,046 Shares 1,970 Est. Cost $411.02 Unrealized +17.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,046 Shares 2,710 Est. Cost $299.86 Unrealized +6.0%
EIX EDISON INTL 0.1%
Value ($000) $1,029 Shares 14,395 Est. Cost $51.92 Unrealized +14.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,027 Shares 5,734 Est. Cost $122.00 Unrealized +33.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,025 Shares 3,476 Est. Cost $80.00 Unrealized +67.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,019 Shares 3,436 Est. Cost $208.96 Unrealized +23.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,005 Shares 2,147 Est. Cost $369.53 Unrealized +22.3%
RWK INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $987 Shares 9,396 Est. Cost $95.54 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $986 Shares 3,293 Est. Cost $231.16 Unrealized +18.9%
PSA PUBLIC STORAGE 0.1%
Value ($000) $980 Shares 3,215 Est. Cost $254.20 Unrealized -4.5%
IHI ISHARES TR 0.1%
Value ($000) $980 Shares 18,158 Est. Cost $92.04 Unrealized
WBIY ABSOLUTE SHS TR 0.1%
Value ($000) $980 Shares 34,092 Est. Cost $28.74 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $976 Shares 35,710 Est. Cost $27.34 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $967 Shares 23,366 Est. Cost $51.27 Unrealized -28.2%
DEO DIAGEO PLC 0.1%
Value ($000) $950 Shares 6,520 Est. Cost $171.84 Unrealized
OVV OVINTIV INC 0.1%
Value ($000) $948 Shares 21,577 Est. Cost $45.29 Unrealized +0.8%
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $941 Shares 22,702 Est. Cost $57.12 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $935 Shares 6,691 Est. Cost $112.74 Unrealized +18.3%
ZTS ZOETIS INC 0.1%
Value ($000) $932 Shares 4,721 Est. Cost $160.46 Unrealized +7.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $901 Shares 2,888 Est. Cost $237.43 Unrealized +11.2%
BSJO INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $894 Shares 39,369 Est. Cost $24.00 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $891 Shares 10,999 Est. Cost $70.91 Unrealized +1.8%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $883 Shares 18,442 Est. Cost $45.97 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $876 Shares 4,106 Est. Cost $213.33 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $872 Shares 6,653 Est. Cost $98.79 Unrealized +5.8%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%
Value ($000) $867 Shares 33,704 Est. Cost $24.16 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $867 Shares 1,046 Est. Cost $424.85 Unrealized +78.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $853 Shares 13,852 Est. Cost $42.14 Unrealized +24.1%
VFC V F CORP 0.1%
Value ($000) $851 Shares 45,264 Est. Cost $28.63 Unrealized -40.1%
MET METLIFE INC 0.1%
Value ($000) $849 Shares 12,840 Est. Cost $42.29 Unrealized +39.0%
CRM SALESFORCE INC 0.1%
Value ($000) $841 Shares 3,197 Est. Cost $224.23 Unrealized -0.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $838 Shares 2,485 Est. Cost $315.30 Unrealized -5.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $830 Shares 1,096 Est. Cost $586.53 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $808 Shares 8,584 Est. Cost $94.46 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $795 Shares 27,201 Est. Cost $25.43 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $793 Shares 15,525 Est. Cost $49.34 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $772 Shares 2,548 Est. Cost $239.27 Unrealized
IYY ISHARES TR 0.1%
Value ($000) $770 Shares 6,606 Est. Cost $91.72 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $763 Shares 19,044 Est. Cost $38.11 Unrealized
HERD PACER FDS TR 0.1%
Value ($000) $757 Shares 20,053 Est. Cost $37.74 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $755 Shares 4,871 Est. Cost $96.86 Unrealized +40.1%
PEP PEPSICO INC 0.1%
Value ($000) $750 Shares 4,418 Est. Cost $147.81 Unrealized +4.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $747 Shares 11,084 Est. Cost $67.35 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $736 Shares 9,053 Est. Cost $78.66 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $732 Shares 17,186 Est. Cost $35.90 Unrealized -0.0%
SPHY SPDR SER TR 0.1%
Value ($000) $731 Shares 31,271 Est. Cost $22.90 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $731 Shares 3,329 Est. Cost $171.40 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $728 Shares 3,885 Est. Cost $156.99 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $727 Shares 4,041 Est. Cost $157.76 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $721 Shares 2,981 Est. Cost $208.74 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $720 Shares 14,992 Est. Cost $48.03 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $716 Shares 313 Est. Cost $33.75 Unrealized +23.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $707 Shares 11,171 Est. Cost $68.57 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $701 Shares 10,195 Est. Cost $61.50 Unrealized -8.7%
COM DIREXION SHS ETF TR 0.1%
Value ($000) $681 Shares 24,496 Est. Cost $27.81 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $677 Shares 17,962 Est. Cost $37.11 Unrealized -16.5%
GLD SPDR GOLD TR 0.1%
Value ($000) $671 Shares 3,509 Est. Cost $159.11 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $669 Shares 14,085 Est. Cost $48.74 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $667 Shares 10,313 Est. Cost $60.88 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $631 Shares 5,735 Est. Cost $97.98 Unrealized -1.9%
SOXX ISHARES TR 0.1%
Value ($000) $621 Shares 1,078 Est. Cost $534.37 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $618 Shares 4,342 Est. Cost $115.22 Unrealized -1.9%
IYE ISHARES TR 0.1%
Value ($000) $618 Shares 14,011 Est. Cost $39.72 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $614 Shares 6,207 Est. Cost $100.97 Unrealized
ALC ALCON AG 0.1%
Value ($000) $611 Shares 7,820 Est. Cost $72.19 Unrealized +1.6%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $610 Shares 4,206 Est. Cost $121.81 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $599 Shares 6,782 Est. Cost $80.21 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $587 Shares 10,183 Est. Cost $48.13 Unrealized +11.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $586 Shares 6,107 Est. Cost $89.15 Unrealized +3.4%
YYY AMPLIFY ETF TR 0.1%
Value ($000) $585 Shares 50,379 Est. Cost $11.46 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $579 Shares 14,375 Est. Cost $40.14 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $578 Shares 16,104 Est. Cost $34.76 Unrealized -13.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $574 Shares 8,474 Est. Cost $38.58 Unrealized +57.6%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $563 Shares 24,788 Est. Cost $23.65 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $563 Shares 19,562 Est. Cost $27.58 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $561 Shares 25,476 Est. Cost $26.64 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $553 Shares 5,254 Est. Cost $78.09 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $552 Shares 2,916 Est. Cost $159.95 Unrealized +16.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $534 Shares 5,695 Est. Cost $87.27 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $531 Shares 6,252 Est. Cost $84.87 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $529 Shares 2,112 Est. Cost $238.08 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $525 Shares 12,276 Est. Cost $42.80 Unrealized
EQIX EQUINIX INC 0.1%
Value ($000) $512 Shares 636 Est. Cost $633.78 Unrealized +15.8%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $512 Shares 4,008 Est. Cost $53.95 Unrealized +69.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $511 Shares 8,415 Est. Cost $64.54 Unrealized -17.2%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $509 Shares 24,020 Est. Cost $21.18 Unrealized
DE DEERE & CO 0.1%
Value ($000) $506 Shares 1,266 Est. Cost $338.07 Unrealized +8.0%
STIP ISHARES TR 0.1%
Value ($000) $501 Shares 5,083 Est. Cost $98.59 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $501 Shares 1,814 Est. Cost $243.12 Unrealized -2.1%
IXC ISHARES TR 0.1%
Value ($000) $492 Shares 12,575 Est. Cost $33.43 Unrealized
JMBS JANUS DETROIT STR TR 0.1%
Value ($000) $485 Shares 10,553 Est. Cost $46.92 Unrealized
SPIB SPDR SER TR 0.1%
Value ($000) $484 Shares 14,732 Est. Cost $31.78 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $484 Shares 2,532 Est. Cost $185.72 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $482 Shares 11,735 Est. Cost $36.93 Unrealized
XAR SPDR SER TR 0.1%
Value ($000) $475 Shares 3,509 Est. Cost $135.42 Unrealized
CION CION INVT CORP 0.1%
Value ($000) $474 Shares 41,893 Est. Cost $5.60 Unrealized +36.4%
IWC ISHARES TR 0.1%
Value ($000) $468 Shares 4,037 Est. Cost $103.64 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $467 Shares 5,233 Est. Cost $80.00 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $466 Shares 4,994 Est. Cost $74.81 Unrealized 0.0%
IGEB ISHARES TR 0.1%
Value ($000) $465 Shares 10,285 Est. Cost $45.25 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $457 Shares 5,738 Est. Cost $72.02 Unrealized -0.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $455 Shares 3,146 Est. Cost $110.60 Unrealized +7.0%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $452 Shares 3,092 Est. Cost $184.72 Unrealized -31.2%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $451 Shares 26,757 Est. Cost $17.53 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $449 Shares 8,175 Est. Cost $54.10 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $445 Shares 4,701 Est. Cost $88.82 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $437 Shares 1,836 Est. Cost $163.49 Unrealized +20.1%
INTU INTUIT 0.0%
Value ($000) $433 Shares 693 Est. Cost $445.11 Unrealized +22.4%
AFL AFLAC INC 0.0%
Value ($000) $419 Shares 5,076 Est. Cost $47.97 Unrealized +60.5%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $416 Shares 3,150 Est. Cost $180.77 Unrealized -41.3%
IVE ISHARES TR 0.0%
Value ($000) $412 Shares 2,367 Est. Cost $131.07 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $410 Shares 13,158 Est. Cost $34.90 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $410 Shares 4,625 Est. Cost $88.71 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $409 Shares 1,857 Est. Cost $182.73 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $408 Shares 1,002 Est. Cost $237.43 Unrealized +55.6%
PALC PACER FDS TR 0.0%
Value ($000) $406 Shares 9,911 Est. Cost $40.99 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $405 Shares 6,602 Est. Cost $159.88 Unrealized -64.3%
DES WISDOMTREE TR 0.0%
Value ($000) $404 Shares 12,571 Est. Cost $26.29 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $404 Shares 2,738 Est. Cost $81.38 Unrealized +44.8%
QDIV GLOBAL X FDS 0.0%
Value ($000) $397 Shares 12,311 Est. Cost $32.28 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $396 Shares 9,156 Est. Cost $43.27 Unrealized
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $388 Shares 5,741 Est. Cost $64.26 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $382 Shares 5,081 Est. Cost $59.28 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $372 Shares 16,391 Est. Cost $22.21 Unrealized
PTMC PACER FDS TR 0.0%
Value ($000) $364 Shares 11,073 Est. Cost $32.86 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $358 Shares 1,403 Est. Cost $141.12 Unrealized +48.4%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $356 Shares 2,742 Est. Cost $81.96 Unrealized +45.6%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $350 Shares 6,973 Est. Cost $50.23 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $350 Shares 1,514 Est. Cost $216.05 Unrealized -2.6%
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $344 Shares 5,523 Est. Cost $51.67 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $340 Shares 3,304 Est. Cost $87.17 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $339 Shares 2,090 Est. Cost $144.16 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $336 Shares 1,594 Est. Cost $211.18 Unrealized -14.8%
STPZ PIMCO ETF TR 0.0%
Value ($000) $334 Shares 6,536 Est. Cost $51.15 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $332 Shares 3,183 Est. Cost $78.79 Unrealized
USO UNITED STS OIL FD LP 0.0%
Value ($000) $331 Shares 4,963 Est. Cost $65.34 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $325 Shares 1,346 Est. Cost $227.93 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $325 Shares 4,746 Est. Cost $76.95 Unrealized -19.5%
IGLB ISHARES TR 0.0%
Value ($000) $322 Shares 6,115 Est. Cost $52.69 Unrealized
SPLUNK INC 0.0%
Value ($000) $319 Shares 2,094 Est. Cost $150.16 Unrealized
APTIV PLC 0.0%
Value ($000) $315 Shares 3,512 Est. Cost $123.65 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $313 Shares 3,293 Est. Cost $95.20 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $312 Shares 12,420 Est. Cost $25.15 Unrealized
SANDY SPRING BANCORP INC 0.0%
Value ($000) $311 Shares 11,422 Est. Cost $21.43 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $310 Shares 1,000 Est. Cost $182.41 Unrealized +48.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $310 Shares 5,392 Est. Cost $53.44 Unrealized -3.5%
SLVP ISHARES INC 0.0%
Value ($000) $309 Shares 30,317 Est. Cost $9.32 Unrealized
RING ISHARES INC 0.0%
Value ($000) $308 Shares 12,526 Est. Cost $18.80 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $307 Shares 9,012 Est. Cost $32.86 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $301 Shares 5,747 Est. Cost $44.82 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $297 Shares 5,092 Est. Cost $58.33 Unrealized
BA BOEING CO 0.0%
Value ($000) $295 Shares 1,130 Est. Cost $165.83 Unrealized +29.0%
EQT EQT CORP 0.0%
Value ($000) $290 Shares 7,514 Est. Cost $30.18 Unrealized +30.2%
SMDV PROSHARES TR 0.0%
Value ($000) $290 Shares 4,465 Est. Cost $65.01 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $285 Shares 1,041 Est. Cost $259.21 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $278 Shares 2,043 Est. Cost $115.06 Unrealized +12.1%
EEM ISHARES TR 0.0%
Value ($000) $277 Shares 6,879 Est. Cost $34.93 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $276 Shares 16,081 Est. Cost $10.27 Unrealized +73.5%
CME CME GROUP INC 0.0%
Value ($000) $276 Shares 1,309 Est. Cost $194.65 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $272 Shares 3,398 Est. Cost $75.08 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $271 Shares 13,068 Est. Cost $20.71 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $264 Shares 7,846 Est. Cost $26.67 Unrealized +3.5%
SHY ISHARES TR 0.0%
Value ($000) $263 Shares 3,205 Est. Cost $83.62 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $260 Shares 4,847 Est. Cost $53.55 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $259 Shares 2,751 Est. Cost $81.25 Unrealized +3.0%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $259 Shares 12,379 Est. Cost $20.41 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $257 Shares 2,878 Est. Cost $82.05 Unrealized -2.2%
ADSK AUTODESK INC 0.0%
Value ($000) $255 Shares 1,047 Est. Cost $210.40 Unrealized +2.6%
SSO PROSHARES TR 0.0%
Value ($000) $252 Shares 3,879 Est. Cost $40.73 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $252 Shares 3,930 Est. Cost $64.09 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $249 Shares 25,060 Est. Cost $5.97 Unrealized +33.2%
NVS NOVARTIS AG 0.0%
Value ($000) $244 Shares 2,420 Est. Cost $91.93 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $242 Shares 1,723 Est. Cost $138.87 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $236 Shares 6,374 Est. Cost $32.21 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $235 Shares 6,194 Est. Cost $38.01 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $234 Shares 6,512 Est. Cost $35.45 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $230 Shares 700 Est. Cost $308.42 Unrealized -5.2%
IGV ISHARES TR 0.0%
Value ($000) $230 Shares 566 Est. Cost $405.64 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $230 Shares 7,707 Est. Cost $29.78 Unrealized
EXE CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $227 Shares 2,953 Est. Cost $81.49 Unrealized -5.5%
WSBC WESBANCO INC 0.0%
Value ($000) $225 Shares 7,176 Est. Cost $26.85 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $216 Shares 971 Est. Cost $194.73 Unrealized 0.0%
EMLC VANECK ETF TRUST 0.0%
Value ($000) $215 Shares 8,491 Est. Cost $25.35 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $214 Shares 10,462 Est. Cost $20.14 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $213 Shares 902 Est. Cost $200.12 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $213 Shares 1,944 Est. Cost $75.54 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $209 Shares 1,122 Est. Cost $186.55 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $208 Shares 1,920 Est. Cost $92.94 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $208 Shares 17,041 Est. Cost $8.35 Unrealized +15.3%
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $206 Shares 6,493 Est. Cost $31.76 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $206 Shares 355 Est. Cost $481.11 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $203 Shares 1,993 Est. Cost $101.99 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $200 Shares 9,196 Est. Cost $21.78 Unrealized
NIO NIO INC 0.0%
Value ($000) $186 Shares 20,500 Est. Cost $18.25 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $186 Shares 10,352 Est. Cost $25.90 Unrealized
T AT&T INC 0.0%
Value ($000) $169 Shares 10,080 Est. Cost $14.21 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $145 Shares 17,977 Est. Cost $8.67 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC 0.0%
Value ($000) $142 Shares 20,100 Est. Cost $6.94 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $141 Shares 11,410 Est. Cost $8.32 Unrealized +55.1%
GLOBALSTAR INC 0.0%
Value ($000) $132 Shares 68,255 Est. Cost $0.31 Unrealized
BBDC BARINGS BDC INC 0.0%
Value ($000) $124 Shares 14,415 Est. Cost $6.51 Unrealized +6.2%
CRON CRONOS GROUP INC 0.0%
Value ($000) $41 Shares 19,500 Est. Cost $3.12 Unrealized -37.7%
DARE BIOSCIENCE INC 0.0%
Value ($000) $38 Shares 124,000 Est. Cost $10.15 Unrealized
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $37 Shares 33,500 Est. Cost $1.15 Unrealized -10.4%
IPSC CENTURY THERAPEUTICS INC 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $1.82 Unrealized 0.0%
FUELCELL ENERGY INC 0.0%
Value ($000) $28 Shares 17,500 Est. Cost $3.65 Unrealized
RCAT RED CAT HLDGS INC 0.0%
Value ($000) $13 Shares 15,000 Est. Cost $1.11 Unrealized -22.5%
SOBR SAFE INC 0.0%
Value ($000) $12 Shares 26,150 Est. Cost $2.68 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $11 Shares 34,520 Est. Cost $0.23 Unrealized +45.8%
AURORA CANNABIS INC 0.0%
Value ($000) $10 Shares 20,000 Est. Cost $0.72 Unrealized