SILVER OAK SECURITIES, INCORPORATED Diversified Active

Location: Jackson, TN

CIK: 0001080576 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 2, 2023

Total Value: $533M

Holdings (303)

CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 7.6%
Value $40.67M Shares 635,432 Est. Cost $71.05 Unrealized
CDC Victory CEMP US Equity Income Enhanced Volatility Weighted 7.5%
Value $40.2M Shares 647,656 Est. Cost $70.19 Unrealized
BIL SPDR Bloomberg 1-3 Month T-Bill 6.3%
Value $33.59M Shares 367,232 Est. Cost $91.54 Unrealized
FTCS First Tr Capital Strength ETF Db Strategic Value Index 5.3%
Value $28.32M Shares 377,873 Est. Cost $74.95 Unrealized
FEX First Trust Large Cap Core Alphadex 3.4%
Value $18.36M Shares 229,248 Est. Cost $85.78 Unrealized
FVD First Trust Value Line Dividend Index Fund 1.8%
Value $9.823M Shares 246,135 Est. Cost $40.14 Unrealized
AAPL Apple Inc 1.8%
Value $9.569M Shares 73,648 Est. Cost $155.25 Unrealized -9.4%
IVV iShares Core S&P 500 1.8%
Value $9.527M Shares 24,796 Est. Cost $406.01 Unrealized
CFA VictoryShares US 500 Volatility Weighted 1.7%
Value $9.316M Shares 137,530 Est. Cost $73.16 Unrealized
VSDA Victoryshares Dividend Accelerator 1.7%
Value $9.193M Shares 205,899 Est. Cost $44.65 Unrealized
USFR WisdomTree Floating Rate Treasury Fund 1.7%
Value $9.022M Shares 179,473 Est. Cost $50.31 Unrealized
DRSK Aptus Defined Risk 1.5%
Value $8.134M Shares 317,751 Est. Cost $26.27 Unrealized
QQQ Invesco QQQ Trust Series 1 1.5%
Value $7.862M Shares 29,526 Est. Cost $308.44 Unrealized
STIP iShares 0-5 Year TIPS Bond ETF 1.4%
Value $7.662M Shares 79,019 Est. Cost $97.30 Unrealized
AGZD WisdomTree Barclays US Agg Bd Zero Dur 1.4%
Value $7.582M Shares 174,480 Est. Cost $42.20 Unrealized
TFLO iShares Treasury Floating Rate Bond 1.3%
Value $6.764M Shares 134,187 Est. Cost $50.74 Unrealized
ACIO Aptus Collared Income Opportunity ETF 1.2%
Value $6.558M Shares 227,477 Est. Cost $29.70 Unrealized
SPYV SPDR S&P 500 Value ETF 1.2%
Value $6.47M Shares 166,360 Est. Cost $40.50 Unrealized
CAT Caterpillar Inc 1.2%
Value $6.447M Shares 26,913 Est. Cost $197.17 Unrealized +4.8%
RDVY First Trust Rising Dividend Achievers ETF 1.2%
Value $6.357M Shares 144,748 Est. Cost $45.42 Unrealized
IOO iShares S&P Global 100 Index 1.2%
Value $6.204M Shares 96,857 Est. Cost $68.17 Unrealized
GBIL Goldman Sachs TreasuryAccess 0-1 Year 1.0%
Value $5.137M Shares 51,522 Est. Cost $99.70 Unrealized
ADME ETF SER Solutions Aptus Drawdown 0.8%
Value $4.481M Shares 133,406 Est. Cost $34.99 Unrealized
JUCY Aptus Enhanced Yield ETF 0.8%
Value $4.412M Shares 175,980 Est. Cost $24.51 Unrealized
AMZN Amazon.com Inc 0.8%
Value $4.241M Shares 50,492 Est. Cost $108.82 Unrealized -9.2%
MGK Vanguard Mega Cap Growth 0.8%
Value $4.219M Shares 24,519 Est. Cost $202.43 Unrealized
TIP iShares TIPS Bond 0.8%
Value $4.207M Shares 39,527 Est. Cost $110.01 Unrealized
OSCV ETF Ser Solutions Opus Sml CP Vl 0.8%
Value $4.141M Shares 133,657 Est. Cost $31.00 Unrealized
SCHD Schwab US Dividend Equity 0.8%
Value $4.114M Shares 54,468 Est. Cost $72.51 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.7%
Value $3.952M Shares 87,857 Est. Cost $46.65 Unrealized
FIXD First Trust TCW Opportunistic Fixed Income 0.7%
Value $3.944M Shares 89,792 Est. Cost $46.45 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.7%
Value $3.638M Shares 38,445 Est. Cost $102.06 Unrealized
IUSV iShares Core S&P U.S. Value ETF 0.6%
Value $3.459M Shares 48,977 Est. Cost $72.12 Unrealized
OUNZ VanEck Merk Gold Trust 0.6%
Value $3.422M Shares 193,417 Est. Cost $18.46 Unrealized
OPER ClearShares Ultra-Short Maturity 0.6%
Value $3.269M Shares 32,656 Est. Cost $100.20 Unrealized
MSFT Microsoft Corp 0.6%
Value $3.103M Shares 12,941 Est. Cost $277.43 Unrealized -15.6%
CDL VictoryShares Us Large Cap High Div Volatility 0.6%
Value $3.051M Shares 51,810 Est. Cost $58.89 Unrealized
XOM Exxon Mobil Corporation 0.5%
Value $2.895M Shares 26,244 Est. Cost $79.64 Unrealized +20.9%
VTI Vanguard Total Stock Market 0.5%
Value $2.866M Shares 14,991 Est. Cost $219.74 Unrealized
IDUB ETF SERIES SOLUTIONS INTERNATI ONAL DRAWDOWN MANA 0.5%
Value $2.66M Shares 139,829 Est. Cost $19.91 Unrealized
VXUS Vanguard Total Intl Stock Index 0.5%
Value $2.63M Shares 50,858 Est. Cost $55.00 Unrealized
LMBS First Trust Low Duration Opportunities ETF 0.5%
Value $2.57M Shares 54,215 Est. Cost $48.34 Unrealized
CGDV Capital Group Dividend Value Etf 0.5%
Value $2.53M Shares 107,266 Est. Cost $25.92 Unrealized
JPST JPMorgan Ultra-Short Income ETF 0.4%
Value $2.361M Shares 47,094 Est. Cost $50.18 Unrealized
SCHM Schwab US Mid Cap 0.4%
Value $2.332M Shares 35,549 Est. Cost $69.66 Unrealized
RAVI Flexshares Ready Access Var Income 0.4%
Value $2.331M Shares 31,328 Est. Cost $74.49 Unrealized
AZO AutoZone Inc 0.4%
Value $2.328M Shares 944 Est. Cost $1966.08 Unrealized +22.9%
IJH iShares Core S&P Mid-Cap ETF 0.4%
Value $2.215M Shares 9,157 Est. Cost $245.11 Unrealized
REGL Proshares Tr S&P Midcap 400 Div Aristocrats ETF 0.4%
Value $2.197M Shares 30,709 Est. Cost $67.21 Unrealized
PG Procter & Gamble Co 0.4%
Value $2.081M Shares 13,733 Est. Cost $138.61 Unrealized -6.4%
VB Vanguard Small-Cap 0.4%
Value $1.952M Shares 10,635 Est. Cost $205.70 Unrealized
IGRO iShares Intl Dividend Growth 0.4%
Value $1.907M Shares 33,094 Est. Cost $57.63 Unrealized
SPY SPDR S&P 500 Trust 0.4%
Value $1.907M Shares 4,987 Est. Cost $431.23 Unrealized
VBR Vanguard Small-Cap Value 0.4%
Value $1.892M Shares 11,912 Est. Cost $169.58 Unrealized
JAAA Janus Henderson AAA 0.4%
Value $1.867M Shares 37,899 Est. Cost $49.36 Unrealized
GOOGL Alphabet Inc Class A 0.3%
Value $1.851M Shares 20,983 Est. Cost $103.69 Unrealized -9.0%
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.3%
Value $1.841M Shares 58,467 Est. Cost $31.64 Unrealized
SPTS SPDR Barclays Short Term Treasury ETF 0.3%
Value $1.731M Shares 59,931 Est. Cost $29.04 Unrealized
GLD SPDR Gold Shares 0.3%
Value $1.73M Shares 10,199 Est. Cost $175.53 Unrealized
TDVG T Rowe Price Dividend Growth ETF 0.3%
Value $1.717M Shares 54,699 Est. Cost $31.39 Unrealized
IJJ iShares S&P Mid-Cap 400 Value 0.3%
Value $1.703M Shares 16,894 Est. Cost $100.81 Unrealized
IVE iShares S&P 500 Value 0.3%
Value $1.685M Shares 11,617 Est. Cost $146.77 Unrealized
FTSM First Tr Enhanced Short Maturity 0.3%
Value $1.65M Shares 27,762 Est. Cost $59.49 Unrealized
FTC First Trust Large Cap Gr AlphaDEX Fund 0.3%
Value $1.598M Shares 17,484 Est. Cost $94.73 Unrealized
MINT PIMCO Enhanced Short Maturity 0.3%
Value $1.579M Shares 16,007 Est. Cost $98.90 Unrealized
NVDA NVIDIA Corp 0.3%
Value $1.578M Shares 10,799 Est. Cost $17.10 Unrealized -14.3%
SHRY First Trust Large Cap US Equity Select 0.3%
Value $1.51M Shares 50,602 Est. Cost $30.14 Unrealized
BND Vanguard Total Bond Market 0.3%
Value $1.467M Shares 20,419 Est. Cost $77.47 Unrealized
AVUV Avantis US Small Cap Value ETF 0.3%
Value $1.457M Shares 19,556 Est. Cost $74.66 Unrealized
META Meta Platforms Inc 0.3%
Value $1.429M Shares 11,872 Est. Cost $196.13 Unrealized -40.5%
HD Home Depot Inc 0.3%
Value $1.419M Shares 4,493 Est. Cost $302.76 Unrealized -7.1%
EFG iShares MSCI EAFE Growth ETF 0.3%
Value $1.408M Shares 16,815 Est. Cost $90.55 Unrealized
FYX First Trust Small Cap Core Alphadex 0.3%
Value $1.376M Shares 17,538 Est. Cost $82.65 Unrealized
VOO Vanguard S&P 500 0.3%
Value $1.373M Shares 3,908 Est. Cost $384.26 Unrealized
VTEB Vanguard Muni Bond Tax Exempt 0.3%
Value $1.347M Shares 27,225 Est. Cost $49.48 Unrealized
FNDF Schwab Fundamental International Large Company Index ETF 0.2%
Value $1.314M Shares 45,189 Est. Cost $31.72 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value $1.285M Shares 32,957 Est. Cost $42.05 Unrealized
CVX Chevron Corp 0.2%
Value $1.282M Shares 7,141 Est. Cost $134.67 Unrealized +13.8%
UNH UnitedHealth Group Inc 0.2%
Value $1.254M Shares 2,365 Est. Cost $478.89 Unrealized +4.5%
GBF iShares Barclays Govt/Credit Bond 0.2%
Value $1.235M Shares 12,040 Est. Cost $108.31 Unrealized
DVOL First Trust Dorsey Wright Momt & Low Volatility 0.2%
Value $1.198M Shares 45,588 Est. Cost $26.28 Unrealized
First Trust Developed International Equity Select 0.2%
Value $1.197M Shares 26,267 Est. Cost $45.57 Unrealized
ABBV AbbVie Inc 0.2%
Value $1.171M Shares 7,246 Est. Cost $131.01 Unrealized +4.7%
IVW iShares S&P 500 Growth 0.2%
Value $1.136M Shares 19,424 Est. Cost $66.80 Unrealized
RIG TransOcean Inc 0.2%
Value $1.132M Shares 248,277 Est. Cost $3.85 Unrealized +0.1%
TLT iShares Barclays 20 Yr Treasury Bond 0.2%
Value $1.124M Shares 11,287 Est. Cost $103.16 Unrealized
FDL First TR Morningstar Divid Leaders Index 0.2%
Value $1.097M Shares 30,008 Est. Cost $34.41 Unrealized
LOW Lowe's Companies Inc 0.2%
Value $1.082M Shares 5,432 Est. Cost $207.12 Unrealized -9.1%
LQD iShares iBoxx Investment Grade Corporate Bond ETF 0.2%
Value $1.046M Shares 9,917 Est. Cost $112.92 Unrealized
T AT&T Inc 0.2%
Value $1.046M Shares 56,794 Est. Cost $15.04 Unrealized +0.4%
VEA Vanguard Developed Markets Index Fund ETF 0.2%
Value $990K Shares 23,586 Est. Cost $44.16 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 0.2%
Value $977K Shares 12,033 Est. Cost $81.51 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value $954K Shares 3,088 Est. Cost $302.28 Unrealized -1.8%
COST Costco Wholesale Corp 0.2%
Value $954K Shares 2,090 Est. Cost $489.44 Unrealized -4.2%
IYR iShares Dow Jones US Real Estate 0.2%
Value $947K Shares 11,251 Est. Cost $103.81 Unrealized
FSCS First Trust Mid Cap US Equity Select 0.2%
Value $937K Shares 34,559 Est. Cost $27.11 Unrealized
ACWI iShares MSCI ACWI 0.2%
Value $928K Shares 10,935 Est. Cost $88.86 Unrealized
VTV Vanguard Value 0.2%
Value $906K Shares 6,456 Est. Cost $149.24 Unrealized
DLS WisdomTree Intl Small Cap Div ETF 0.2%
Value $895K Shares 15,438 Est. Cost $65.98 Unrealized
VEU Vanguard FTSE All-World ex-US Index ETF 0.2%
Value $894K Shares 17,837 Est. Cost $50.12 Unrealized
FVC First Trust Dorsey Wright Dynamic Focus 0.2%
Value $892K Shares 25,475 Est. Cost $35.01 Unrealized
MLPA Global X Fds Global X MLP 0.2%
Value $878K Shares 21,264 Est. Cost $41.29 Unrealized
WMT Walmart Inc 0.2%
Value $876K Shares 6,176 Est. Cost $44.62 Unrealized +2.3%
SPDW SPDR Portfolio Developed Wld ex-US 0.2%
Value $872K Shares 29,385 Est. Cost $30.11 Unrealized
DBEM Xtrackers MSCI Emerging Markets Hedged Equity 0.2%
Value $866K Shares 40,407 Est. Cost $21.66 Unrealized
DUK Duke Energy Corp 0.2%
Value $865K Shares 8,403 Est. Cost $92.10 Unrealized -7.9%
GOOG Alphabet Inc Class C 0.2%
Value $861K Shares 9,703 Est. Cost $111.89 Unrealized -15.3%
VO Vanguard Mid-Cap 0.2%
Value $858K Shares 4,209 Est. Cost $229.14 Unrealized
XLK SPDR Technology Select Sector 0.2%
Value $852K Shares 6,846 Est. Cost $128.66 Unrealized
XSLV Invesco S&P SmallCap Low Volatility 0.2%
Value $848K Shares 18,999 Est. Cost $44.63 Unrealized
XLE SPDR Energy Select Sector ETF 0.2%
Value $847K Shares 9,687 Est. Cost $87.44 Unrealized
MA Mastercard Inc 0.2%
Value $844K Shares 2,427 Est. Cost $334.86 Unrealized -3.4%
APD Air Products & Chemicals Inc 0.2%
Value $837K Shares 2,716 Est. Cost $231.58 Unrealized +12.1%
V Visa Inc 0.2%
Value $832K Shares 4,005 Est. Cost $206.09 Unrealized -4.4%
MTUM iShares MSCI USA Momentum Factor ETF 0.2%
Value $829K Shares 5,680 Est. Cost $151.53 Unrealized
ABT Abbott Laboratories 0.2%
Value $824K Shares 7,507 Est. Cost $105.63 Unrealized -7.6%
JMST JPMorgan Ultra-Short Municipal Inc ETF 0.1%
Value $787K Shares 15,583 Est. Cost $50.50 Unrealized
GNR SPDR S&P Global Natural Resources 0.1%
Value $786K Shares 13,792 Est. Cost $56.99 Unrealized
JNJ Johnson & Johnson 0.1%
Value $772K Shares 4,372 Est. Cost $152.47 Unrealized +3.0%
JPM JP Morgan Chase & Co. 0.1%
Value $762K Shares 5,680 Est. Cost $125.36 Unrealized -6.2%
BALT Innovator Defined Wlt Shld ETF 0.1%
Value $734K Shares 27,601 Est. Cost $26.59 Unrealized
PFE Pfizer Inc 0.1%
Value $717K Shares 14,002 Est. Cost $41.63 Unrealized -3.5%
LMT Lockheed Martin Corp 0.1%
Value $709K Shares 1,458 Est. Cost $398.94 Unrealized +6.9%
JEPI JPMorgan Equity Premium Income ETF 0.1%
Value $699K Shares 12,833 Est. Cost $54.58 Unrealized
PSL Invesco DWA Consumer Staples Momentum 0.1%
Value $690K Shares 8,349 Est. Cost $82.64 Unrealized
VZ Verizon Communications 0.1%
Value $682K Shares 17,321 Est. Cost $38.88 Unrealized -20.9%
SO Southern Company 0.1%
Value $665K Shares 9,316 Est. Cost $61.06 Unrealized -2.4%
IBM International Business Machines 0.1%
Value $647K Shares 4,595 Est. Cost $114.31 Unrealized +7.6%
ITOT iShares Core S&P Total US Stock Market 0.1%
Value $646K Shares 7,612 Est. Cost $93.88 Unrealized
HYLS First Trust High Yield Long/Short 0.1%
Value $646K Shares 16,586 Est. Cost $40.17 Unrealized
DIA SPDR Dow Jones Industrial Average 0.1%
Value $641K Shares 1,934 Est. Cost $333.51 Unrealized
UBER Uber Technologies Inc 0.1%
Value $629K Shares 25,432 Est. Cost $26.96 Unrealized +1.5%
PFI Invesco DWA Financial Momentum 0.1%
Value $615K Shares 15,097 Est. Cost $40.74 Unrealized
TBUX T Rowe Price Ultra Short-Term Bond ETF 0.1%
Value $606K Shares 12,511 Est. Cost $48.89 Unrealized
PYZ Invesco DWA Basic Materials Momentum 0.1%
Value $605K Shares 7,653 Est. Cost $78.55 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value $598K Shares 6,170 Est. Cost $101.77 Unrealized
FSK FS KKR Capital Corp 0.1%
Value $592K Shares 33,802 Est. Cost $12.09 Unrealized -5.1%
PXI Invesco DWA Energy Momentum 0.1%
Value $588K Shares 13,599 Est. Cost $43.42 Unrealized
TSLA Tesla Inc 0.1%
Value $575K Shares 4,670 Est. Cost $285.12 Unrealized -33.6%
VDE Vanguard Energy 0.1%
Value $570K Shares 4,700 Est. Cost $113.37 Unrealized
IYW iShares U.S. Technology ETF 0.1%
Value $555K Shares 7,446 Est. Cost $98.66 Unrealized
VXF Vanguard Extended Market Index 0.1%
Value $549K Shares 4,133 Est. Cost $156.53 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value $547K Shares 2,479 Est. Cost $223.11 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value $536K Shares 8,695 Est. Cost $66.18 Unrealized
MO Altria Group Inc 0.1%
Value $531K Shares 11,624 Est. Cost $36.99 Unrealized -5.3%
FSGS First Trust Small Cap US Equity Select 0.1%
Value $523K Shares 20,628 Est. Cost $25.35 Unrealized
SPEM SPDR Emerging Markets ETF 0.1%
Value $521K Shares 15,809 Est. Cost $32.96 Unrealized
JEPQ J P Morgan Exchange Traded Fd Nasdaq Eqt Prem 0.1%
Value $518K Shares 12,687 Est. Cost $46.93 Unrealized
DIS Walt Disney Co 0.1%
Value $517K Shares 5,950 Est. Cost $113.79 Unrealized -17.9%
PDP Invesco DWA Momentum 0.1%
Value $501K Shares 7,051 Est. Cost $71.05 Unrealized
FMB First Trust Managed Municipal ETF 0.1%
Value $499K Shares 9,960 Est. Cost $50.57 Unrealized
BLV Vanguard Long-Term Bond 0.1%
Value $495K Shares 6,837 Est. Cost $72.40 Unrealized
LLY Eli Lilly and Company 0.1%
Value $495K Shares 1,354 Est. Cost $278.46 Unrealized +24.2%
ANGL VanEck Fallen Angel HiYld Bd ETF 0.1%
Value $493K Shares 18,262 Est. Cost $28.33 Unrealized
IEF iShares Barclays 7-10 Yr Treasury Bond 0.1%
Value $490K Shares 5,115 Est. Cost $104.15 Unrealized
VUG Vanguard Growth 0.1%
Value $482K Shares 2,261 Est. Cost $275.21 Unrealized
PDEC Innovator US Equity Power Buffer ETF - December 0.1%
Value $477K Shares 15,944 Est. Cost $29.92 Unrealized
DBC Invesco DB Commodity Index Tracking 0.1%
Value $477K Shares 19,351 Est. Cost $26.37 Unrealized
KO Coca Cola Company 0.1%
Value $477K Shares 7,506 Est. Cost $54.86 Unrealized +0.1%
RSP Invesco S&P 500 Equal Weight 0.1%
Value $477K Shares 3,380 Est. Cost $151.59 Unrealized
FTGC First Trust Global Tactical Commodity Strategy 0.1%
Value $473K Shares 19,310 Est. Cost $27.29 Unrealized
PHYS Sprott Physical Gold Units 0.1%
Value $472K Shares 33,487 Est. Cost $14.29 Unrealized
VNQ Vanguard Real Estate 0.1%
Value $469K Shares 5,688 Est. Cost $101.57 Unrealized
SMBK SmartFinancial Inc 0.1%
Value $469K Shares 17,066 Est. Cost $26.54 Unrealized +5.8%
Pioneer Natural Resources Co 0.1%
Value $463K Shares 2,025 Est. Cost $240.50 Unrealized
SRLN SPDR Blackstone / GSO Senior Loan ETF 0.1%
Value $457K Shares 11,172 Est. Cost $42.22 Unrealized
MRSK Northern Lights Fund TR Agility Shares Managed Risk 0.1%
Value $457K Shares 17,797 Est. Cost $27.90 Unrealized
FTA First Trust Large Cap Value AlphaDex Fund 0.1%
Value $453K Shares 6,884 Est. Cost $66.99 Unrealized
POCT Innovator US Equity Power Buffer ETF - October 0.1%
Value $453K Shares 15,062 Est. Cost $30.08 Unrealized
IBD Inspire Corporate Bond ETF 0.1%
Value $451K Shares 19,556 Est. Cost $23.56 Unrealized
BTI British American TOB Spns ADR 0.1%
Value $450K Shares 11,244 Est. Cost $42.27 Unrealized
CVS CVS Health Corp 0.1%
Value $449K Shares 4,821 Est. Cost $88.66 Unrealized -3.1%
IWY iShares Trust Russell 200 Growth Index 0.1%
Value $447K Shares 3,706 Est. Cost $153.04 Unrealized
AOK iShares Core Conservative Allocation 0.1%
Value $446K Shares 13,265 Est. Cost $34.83 Unrealized
XLV SPDR Health Care Select Sector 0.1%
Value $446K Shares 3,285 Est. Cost $139.25 Unrealized
ORCL Oracle Corporation 0.1%
Value $442K Shares 5,408 Est. Cost $74.92 Unrealized -2.3%
XDEC First Tr Exchange Traded Fdviii Cboe Vest U S Equity Enhance & Moderate Buffer Etf December 0.1%
Value $427K Shares 14,353 Est. Cost $32.24 Unrealized
VGT Vanguard Information Technology 0.1%
Value $424K Shares 1,328 Est. Cost $401.43 Unrealized
BUFR First Trust CBOE Vest Fund of Buffer ETF 0.1%
Value $423K Shares 19,030 Est. Cost $22.62 Unrealized
EDOW First Tr Exchange Traded Fd Dow 30 Equal Weight Etf 0.1%
Value $422K Shares 14,643 Est. Cost $28.82 Unrealized
SPIB SPDR Portfolio Interm Term Corp Bd ETF 0.1%
Value $418K Shares 13,133 Est. Cost $32.41 Unrealized
GILD Gilead Sciences Inc 0.1%
Value $417K Shares 4,863 Est. Cost $70.79 Unrealized 0.0%
KR Kroger Company 0.1%
Value $414K Shares 9,287 Est. Cost $45.34 Unrealized -5.5%
JPIE JP Morgan Income ETF 0.1%
Value $414K Shares 9,184 Est. Cost $44.40 Unrealized
CION CION Investment Corporation 0.1%
Value $414K Shares 42,414 Est. Cost $5.96 Unrealized -0.6%
DVN Devon Energy Corporation 0.1%
Value $413K Shares 6,714 Est. Cost $53.79 Unrealized +10.3%
GDX VanEck Gold Miners ETF 0.1%
Value $407K Shares 14,198 Est. Cost $27.82 Unrealized
IAU iShares Gold Trust 0.1%
Value $405K Shares 11,721 Est. Cost $33.49 Unrealized
FPE First Trust Pfd Securities & Inc ETF 0.1%
Value $405K Shares 24,100 Est. Cost $16.80 Unrealized
FTEC Fidelity MSCI Information Technology Index 0.1%
Value $405K Shares 4,287 Est. Cost $103.18 Unrealized
BWX SPDR Bloomberg Barclays International Treasury Bond ETF 0.1%
Value $405K Shares 18,061 Est. Cost $24.19 Unrealized
UPS United Parcel Service Inc 0.1%
Value $404K Shares 2,324 Est. Cost $148.03 Unrealized 0.0%
NOC Northrop Grumman Corp 0.1%
Value $403K Shares 738 Est. Cost $495.16 Unrealized 0.0%
FCTR First Trust Lunt US Factor ETF 0.1%
Value $400K Shares 14,352 Est. Cost $24.63 Unrealized
PALC Pacer Fds Tr Lunt Lrgcp Multi 0.1%
Value $390K Shares 11,089 Est. Cost $36.90 Unrealized
VONG Vanguard Russell 1000 Growth 0.1%
Value $384K Shares 6,962 Est. Cost $68.30 Unrealized
FDX FedEx Corp 0.1%
Value $381K Shares 2,197 Est. Cost $214.90 Unrealized -27.9%
Ishares Ibonds Dec 2023 Term Treasury Etf 0.1%
Value $381K Shares 15,409 Est. Cost $24.73 Unrealized
SCHG Schwab US Large Cap Growth 0.1%
Value $378K Shares 6,795 Est. Cost $72.43 Unrealized
PIMCO Strategic Income Fund Inc 0.1%
Value $378K Shares 76,578 Est. Cost $4.94 Unrealized
FV First Trust Dorsey Wright Focus 5 0.1%
Value $377K Shares 8,105 Est. Cost $46.51 Unrealized
GE General Electric Company 0.1%
Value $372K Shares 4,440 Est. Cost $47.92 Unrealized +1.0%
DE Deere & Company 0.1%
Value $367K Shares 857 Est. Cost $326.53 Unrealized +19.0%
THY Agility Shares Dynamic Tactical Income 0.1%
Value $364K Shares 16,183 Est. Cost $21.70 Unrealized
IXUS iShares Core MSCI Total International Stock ETF 0.1%
Value $356K Shares 6,158 Est. Cost $59.99 Unrealized
VYM Vanguard High Dividend Yield 0.1%
Value $353K Shares 3,263 Est. Cost $108.95 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value $352K Shares 4,782 Est. Cost $77.74 Unrealized
DG Dollar General Corp 0.1%
Value $352K Shares 1,431 Est. Cost $215.08 Unrealized +8.4%
MRK Merck & Co Inc 0.1%
Value $350K Shares 3,155 Est. Cost $73.48 Unrealized +26.3%
DJUL First Tr Exchng Traded Fd Viii Cboe Vest Us Eqt 0.1%
Value $349K Shares 11,300 Est. Cost $33.97 Unrealized
BLES Inspire Global Hope Large Cap ETF 0.1%
Value $346K Shares 11,084 Est. Cost $34.85 Unrealized
ISMD Inspire Small/Mid Cap ETF 0.1%
Value $345K Shares 11,446 Est. Cost $31.90 Unrealized
AMGN Amgen Inc 0.1%
Value $342K Shares 1,304 Est. Cost $210.76 Unrealized +15.2%
STZ Constellation Brands Inc 0.1%
Value $337K Shares 1,455 Est. Cost $226.15 Unrealized 0.0%
BKNG Booking Holdings Inc 0.1%
Value $333K Shares 165 Est. Cost $2287.97 Unrealized -18.4%
PYPL PayPal Holdings Inc 0.1%
Value $330K Shares 4,629 Est. Cost $113.25 Unrealized -29.5%
NOCT Innovator Growth - 100 Buffer ETF - Oct 0.1%
Value $326K Shares 9,298 Est. Cost $35.06 Unrealized
FBT First Trust NYSE Arca Biotech Index Fd 0.1%
Value $324K Shares 2,102 Est. Cost $73.89 Unrealized
INTC Intel Corp 0.1%
Value $323K Shares 12,232 Est. Cost $36.41 Unrealized -26.8%
JAVA JPMorgan Active Value ETF 0.1%
Value $320K Shares 6,251 Est. Cost $51.26 Unrealized
TMDX Transmedics Group Inc 0.1%
Value $319K Shares 5,166 Est. Cost $53.15 Unrealized 0.0%
USMV iShares Edge MSCI Min Vol USA ETF 0.1%
Value $318K Shares 4,411 Est. Cost $75.44 Unrealized
AVGO Broadcom Inc 0.1%
Value $311K Shares 556 Est. Cost $48.07 Unrealized -1.0%
RPV Invesco S&P 500 Pure Value 0.1%
Value $311K Shares 3,993 Est. Cost $77.89 Unrealized
PSLV Sprott Physical Silver Unit 0.1%
Value $302K Shares 36,678 Est. Cost $8.30 Unrealized
TFC Truist Financial Corp 0.1%
Value $299K Shares 6,941 Est. Cost $48.80 Unrealized -24.0%
NFLX Netflix Inc 0.1%
Value $299K Shares 1,014 Est. Cost $36.72 Unrealized -23.6%
NXTG First Trust Index NextG 0.1%
Value $295K Shares 4,833 Est. Cost $61.04 Unrealized
PAMC Pacer Lunt Mid Cap Multi-Factor Alternator 0.1%
Value $294K Shares 9,390 Est. Cost $34.51 Unrealized
MMM 3M Company 0.1%
Value $293K Shares 2,446 Est. Cost $104.30 Unrealized -13.1%
VGK Vanguard European Stock 0.1%
Value $293K Shares 5,284 Est. Cost $55.45 Unrealized
FDN First Trust Dow Jones Internet Index 0.1%
Value $293K Shares 2,377 Est. Cost $159.61 Unrealized
WM Waste Management Inc 0.1%
Value $289K Shares 1,843 Est. Cost $155.60 Unrealized -1.6%
SCHF Schwab International Equity 0.1%
Value $289K Shares 8,980 Est. Cost $32.71 Unrealized
DOW Dow Inc 0.1%
Value $288K Shares 5,715 Est. Cost $46.89 Unrealized -13.6%
IWM iShares Russell 2000 ETF 0.1%
Value $287K Shares 1,644 Est. Cost $174.57 Unrealized
ACWV iShares Edge MSCI Min Vol Global ETF 0.1%
Value $286K Shares 3,012 Est. Cost $106.52 Unrealized
VGSH Vanguard Short-Term Treasury ETF 0.1%
Value $285K Shares 4,927 Est. Cost $57.60 Unrealized
VDC Vanguard Consumer Staples 0.1%
Value $285K Shares 1,488 Est. Cost $201.89 Unrealized
CRM Salesforce Inc 0.1%
Value $284K Shares 2,144 Est. Cost $165.31 Unrealized -12.8%
SCHV Schwab US Large Cap Value ETF 0.1%
Value $276K Shares 4,180 Est. Cost $64.60 Unrealized
BOND PIMCO Total Return Active ETF 0.1%
Value $275K Shares 3,038 Est. Cost $99.61 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value $274K Shares 1,807 Est. Cost $160.89 Unrealized
HYS PIMCO 0-5 Year High Yield Corporate Bond 0.1%
Value $272K Shares 3,046 Est. Cost $89.30 Unrealized
ADBE Adobe Inc 0.1%
Value $271K Shares 804 Est. Cost $444.79 Unrealized -28.1%
FTSL First Trust Senior Loan 0.1%
Value $267K Shares 5,986 Est. Cost $46.99 Unrealized
MCD McDonald's Corporation 0.0%
Value $265K Shares 1,005 Est. Cost $228.94 Unrealized +7.1%
SCHB Schwab US Broad Market ETF 0.0%
Value $265K Shares 5,910 Est. Cost $47.50 Unrealized
IEI iShares 3-7 Year Treasury Bond ETF 0.0%
Value $264K Shares 2,301 Est. Cost $113.85 Unrealized
BIBL Inspire100 ETF 0.0%
Value $261K Shares 8,705 Est. Cost $33.82 Unrealized
DHR Danaher Corp 0.0%
Value $258K Shares 971 Est. Cost $228.13 Unrealized 0.0%
SLV iShares Silver Trust ETF 0.0%
Value $258K Shares 11,720 Est. Cost $21.03 Unrealized
HON Honeywell International 0.0%
Value $257K Shares 1,200 Est. Cost $170.96 Unrealized +4.6%
FDD First Trust Stoxx European Select Dividend Income Fund 0.0%
Value $256K Shares 22,579 Est. Cost $12.22 Unrealized
PEP Pepsico Incorporated 0.0%
Value $248K Shares 1,375 Est. Cost $151.61 Unrealized +6.1%
DAUG FT CBOE Vest US Equity Deep Bfr ETF Aug 0.0%
Value $247K Shares 7,948 Est. Cost $32.33 Unrealized
FCOR Fidelity Merrimack Corporate Bd 0.0%
Value $246K Shares 5,481 Est. Cost $47.45 Unrealized
SCZ iShares MSCI EAFE Small Cap Index 0.0%
Value $243K Shares 4,297 Est. Cost $56.55 Unrealized
RY Royal Bank of Canada 0.0%
Value $243K Shares 2,588 Est. Cost $94.40 Unrealized 0.0%
KHC Kraft Heinz Company 0.0%
Value $239K Shares 5,863 Est. Cost $32.51 Unrealized 0.0%
SBUX Starbucks Corp 0.0%
Value $235K Shares 2,368 Est. Cost $87.55 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value $230K Shares 942 Est. Cost $247.76 Unrealized -11.3%
RSPU Invesco S&P 500 Equal Weight Utilities 0.0%
Value $230K Shares 1,976 Est. Cost $116.40 Unrealized
EMLP First Trust North American Energy Infrastructure Fund ETF 0.0%
Value $229K Shares 8,582 Est. Cost $26.59 Unrealized
BUD Anheuser-Busch InBev 0.0%
Value $227K Shares 3,776 Est. Cost $60.12 Unrealized
BP BP PLC 0.0%
Value $227K Shares 6,485 Est. Cost $38.15 Unrealized
AMAT Applied Materials Inc 0.0%
Value $225K Shares 2,315 Est. Cost $93.36 Unrealized -0.1%
BA Boeing Co 0.0%
Value $225K Shares 1,179 Est. Cost $172.38 Unrealized -5.1%
FEP First Trust Europe AlphaDEX 0.0%
Value $221K Shares 6,883 Est. Cost $32.11 Unrealized
ENB Enbridge Inc 0.0%
Value $220K Shares 5,630 Est. Cost $31.84 Unrealized 0.0%
JSML Janus Small Cap Growth Alpha 0.0%
Value $217K Shares 4,764 Est. Cost $50.71 Unrealized
RSPG Invesco S&P 500 Equal Weight Energy 0.0%
Value $217K Shares 2,990 Est. Cost $72.58 Unrealized
DIVI Franklin Libertyq Intl Equity Hedged Etf 0.0%
Value $216K Shares 8,091 Est. Cost $26.70 Unrealized
FUMB First Trust Ultra Short Dur Muncpl ETF 0.0%
Value $215K Shares 10,759 Est. Cost $19.98 Unrealized
BAC Bank of America Corp 0.0%
Value $215K Shares 6,504 Est. Cost $30.59 Unrealized +3.7%
F Ford Motor Company 0.0%
Value $214K Shares 18,436 Est. Cost $14.18 Unrealized -29.0%
VPU Vanguard Utilities ETF 0.0%
Value $209K Shares 1,364 Est. Cost $143.90 Unrealized
SCHX Schwab US Large Cap ETF 0.0%
Value $209K Shares 4,639 Est. Cost $48.33 Unrealized
SGOV iShares 0-3 Month Treasury Bond ETF 0.0%
Value $209K Shares 2,091 Est. Cost $100.67 Unrealized
TBLL Invesco Treasury Collateral 0.0%
Value $208K Shares 1,978 Est. Cost $105.16 Unrealized
LNT Alliant Energy Corp 0.0%
Value $206K Shares 3,740 Est. Cost $48.07 Unrealized 0.0%
DEED First Trust TCW Securitized Plus ETF 0.0%
Value $204K Shares 9,668 Est. Cost $21.10 Unrealized
MET MetLife Inc 0.0%
Value $203K Shares 2,806 Est. Cost $65.10 Unrealized 0.0%
DXCM DexCom Inc 0.0%
Value $203K Shares 1,795 Est. Cost $109.79 Unrealized 0.0%
FISV Fiserv Inc 0.0%
Value $203K Shares 2,013 Est. Cost $101.91 Unrealized -2.3%
ROP Roper Technologies Inc 0.0%
Value $202K Shares 468 Est. Cost $438.75 Unrealized -7.9%
MUST Columbia Multi-Sector Municipal Inc 0.0%
Value $202K Shares 10,022 Est. Cost $20.16 Unrealized
Magellan Midstream Partners LP 0.0%
Value $201K Shares 4,006 Est. Cost $50.17 Unrealized
MCI Barings Corp Investors 0.0%
Value $194K Shares 13,928 Est. Cost $13.93 Unrealized
BUFG First Tr Exchange Traded Fd Viii Cboe Vest Buffered Allocation Growth Etf 0.0%
Value $188K Shares 10,456 Est. Cost $19.67 Unrealized
MFIC Midcap Financial Investment Corp 0.0%
Value $187K Shares 16,390 Est. Cost $7.81 Unrealized 0.0%
WHF Whitehorse Finance Inc 0.0%
Value $143K Shares 10,929 Est. Cost $12.63 Unrealized 0.0%
PGX Invesco Preferred ETF 0.0%
Value $130K Shares 11,600 Est. Cost $11.21 Unrealized
Daseke Inc 0.0%
Value $128K Shares 22,470 Est. Cost $5.70 Unrealized
WBD Warner Bros Discovery Inc Series A 0.0%
Value $113K Shares 11,915 Est. Cost $11.29 Unrealized 0.0%
OFS OFS Cap Corp 0.0%
Value $102K Shares 10,000 Est. Cost $9.79 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value $83,000 Shares 10,244 Est. Cost $14.68 Unrealized -41.3%
Oaktree Specialty Lending Corp 0.0%
Value $76,000 Shares 11,050 Est. Cost $6.88 Unrealized
Liberty All Star Equity 0.0%
Value $75,000 Shares 13,128 Est. Cost $5.71 Unrealized
Liberty All Star Growth Fund Inc 0.0%
Value $54,000 Shares 11,003 Est. Cost $4.91 Unrealized
Assertio Hldgs Inc 0.0%
Value $43,000 Shares 10,000 Est. Cost $4.30 Unrealized
Sab Biotherapeutics Inc 0.0%
Value $31,000 Shares 51,941 Est. Cost $0.60 Unrealized
ZOMDF Zomedica Corp 0.0%
Value $10,000 Shares 58,743 Est. Cost $0.33 Unrealized -37.3%