SILVER OAK SECURITIES, INCORPORATED Diversified Active

CIK: 0001080576 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 5, 2023

Total Value ($000): $609 (100.0% shares, 0.0% debt)

Holdings (397)

CDC Victory CEMP US Equity Income Enhanced Volatility Weighted 6.7%
Value ($000) $41 Shares 669,910 Est. Cost $65.71 Unrealized
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.1%
Value ($000) $37 Shares 601,290 Est. Cost $60.30 Unrealized
FTCS First Tr Capital Strength ETF Db Strategic Value Index 4.8%
Value ($000) $29 Shares 400,713 Est. Cost $0.07 Unrealized
BIL SPDR Bloomberg 1-3 Month T-Bill 4.1%
Value ($000) $25 Shares 273,838 Est. Cost $20.08 Unrealized
FEX First Trust Large Cap Core Alphadex 2.9%
Value ($000) $18 Shares 222,806 Est. Cost $73.69 Unrealized
AAPL Apple Inc 2.1%
Value ($000) $13 Shares 77,744 Est. Cost $154.73 Unrealized -6.0%
VSDA Victoryshares Dividend Accelerator 1.8%
Value ($000) $11 Shares 242,424 Est. Cost $0.04 Unrealized
FVD First Trust Value Line Dividend Index Fund 1.8%
Value ($000) $11 Shares 265,874 Est. Cost $37.16 Unrealized
USFR WisdomTree Floating Rate Treasury Fund 1.5%
Value ($000) $9 Shares 187,512 Est. Cost $35.87 Unrealized
CFA VictoryShares US 500 Volatility Weighted 1.5%
Value ($000) $9 Shares 136,781 Est. Cost $70.55 Unrealized
IVV iShares Core S&P 500 1.5%
Value ($000) $9 Shares 22,553 Est. Cost $188.45 Unrealized
QQQ Invesco QQQ Trust Series 1 1.5%
Value ($000) $9 Shares 27,607 Est. Cost $198.63 Unrealized
DRSK Aptus Defined Risk 1.4%
Value ($000) $9 Shares 337,358 Est. Cost $11.52 Unrealized
STIP iShares 0-5 Year TIPS Bond ETF 1.3%
Value ($000) $8 Shares 77,585 Est. Cost $94.19 Unrealized
TFLO iShares Treasury Floating Rate Bond 1.2%
Value ($000) $7 Shares 145,704 Est. Cost $46.73 Unrealized
ACIO Aptus Collared Income Opportunity ETF 1.2%
Value ($000) $7 Shares 239,126 Est. Cost $17.66 Unrealized
RDVY First Trust Rising Dividend Achievers ETF 1.2%
Value ($000) $7 Shares 160,314 Est. Cost $41.02 Unrealized
MGK Vanguard Mega Cap Growth 1.1%
Value ($000) $6 Shares 31,728 Est. Cost $96.53 Unrealized
SPYV SPDR S&P 500 Value ETF 1.0%
Value ($000) $6 Shares 155,142 Est. Cost $29.44 Unrealized
IOO iShares S&P Global 100 Index 1.0%
Value ($000) $6 Shares 89,362 Est. Cost $42.10 Unrealized
AGZD WisdomTree Barclays US Agg Bd Zero Dur 1.0%
Value ($000) $6 Shares 139,879 Est. Cost $42.20 Unrealized
CAT Caterpillar Inc 1.0%
Value ($000) $6 Shares 26,175 Est. Cost $197.17 Unrealized +17.0%
TIP iShares TIPS Bond 0.9%
Value ($000) $6 Shares 50,702 Est. Cost $22.43 Unrealized
GBIL Goldman Sachs TreasuryAccess 0-1 Year 0.9%
Value ($000) $5 Shares 54,371 Est. Cost $0.10 Unrealized
AMZN Amazon.com Inc 0.8%
Value ($000) $5 Shares 48,912 Est. Cost $108.82 Unrealized -11.2%
ADME ETF SER Solutions Aptus Drawdown 0.8%
Value ($000) $5 Shares 140,951 Est. Cost $13.48 Unrealized
JUCY Aptus Enhanced Yield ETF 0.8%
Value ($000) $5 Shares 186,924 Est. Cost $14.92 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.7%
Value ($000) $5 Shares 93,769 Est. Cost $21.14 Unrealized
FIXD First Trust TCW Opportunistic Fixed Income 0.7%
Value ($000) $5 Shares 99,951 Est. Cost $41.73 Unrealized
OSCV ETF Ser Solutions Opus Sml CP Vl 0.7%
Value ($000) $4 Shares 144,299 Est. Cost $9.86 Unrealized
MSFT Microsoft Corp 0.7%
Value ($000) $4 Shares 15,367 Est. Cost $273.01 Unrealized -8.6%
SCHD Schwab US Dividend Equity 0.7%
Value ($000) $4 Shares 59,730 Est. Cost $66.13 Unrealized
VTI Vanguard Total Stock Market 0.6%
Value ($000) $4 Shares 19,099 Est. Cost $150.47 Unrealized
OUNZ VanEck Merk Gold Trust 0.6%
Value ($000) $4 Shares 197,119 Est. Cost $12.07 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.6%
Value ($000) $4 Shares 37,956 Est. Cost $80.70 Unrealized
BND Vanguard Total Bond Market 0.6%
Value ($000) $4 Shares 48,722 Est. Cost $31.75 Unrealized
IUSV iShares Core S&P U.S. Value ETF 0.6%
Value ($000) $3 Shares 46,978 Est. Cost $20.25 Unrealized
GLD SPDR Gold Shares 0.5%
Value ($000) $3 Shares 18,031 Est. Cost $51.24 Unrealized
SPY SPDR S&P 500 Trust 0.5%
Value ($000) $3 Shares 8,051 Est. Cost $267.27 Unrealized
OPER ClearShares Ultra-Short Maturity 0.5%
Value ($000) $3 Shares 32,535 Est. Cost $100.20 Unrealized
NVDA NVIDIA Corp 0.5%
Value ($000) $3 Shares 11,728 Est. Cost $17.46 Unrealized +23.8%
VXUS Vanguard Total Intl Stock Index 0.5%
Value ($000) $3 Shares 58,848 Est. Cost $47.54 Unrealized
CGDV Capital Group Dividend Value Etf 0.5%
Value ($000) $3 Shares 121,251 Est. Cost $22.93 Unrealized
CDL VictoryShares Us Large Cap High Div Volatility 0.5%
Value ($000) $3 Shares 52,170 Est. Cost $0.06 Unrealized
JPST JPMorgan Ultra-Short Income ETF 0.5%
Value ($000) $3 Shares 58,818 Est. Cost $40.19 Unrealized
LMBS First Trust Low Duration Opportunities ETF 0.5%
Value ($000) $3 Shares 61,569 Est. Cost $42.57 Unrealized
IDUB ETF SERIES SOLUTIONS INTERNATI ONAL DRAWDOWN MANA 0.5%
Value ($000) $3 Shares 146,644 Est. Cost $18.98 Unrealized
SCHM Schwab US Mid Cap 0.5%
Value ($000) $3 Shares 42,460 Est. Cost $58.33 Unrealized
XOM Exxon Mobil Corporation 0.5%
Value ($000) $3 Shares 25,913 Est. Cost $79.64 Unrealized +25.8%
GOOGL Alphabet Inc Class A 0.4%
Value ($000) $3 Shares 26,061 Est. Cost $102.04 Unrealized -6.7%
META Meta Platforms Inc 0.4%
Value ($000) $3 Shares 12,147 Est. Cost $195.52 Unrealized -13.5%
AZO AutoZone Inc 0.4%
Value ($000) $2 Shares 930 Est. Cost $1966.08 Unrealized +24.0%
IJH iShares Core S&P Mid-Cap ETF 0.4%
Value ($000) $2 Shares 9,134 Est. Cost $44.31 Unrealized
REGL Proshares Tr S&P Midcap 400 Div Aristocrats ETF 0.4%
Value ($000) $2 Shares 30,255 Est. Cost $60.30 Unrealized
IGRO iShares Intl Dividend Growth 0.3%
Value ($000) $2 Shares 34,973 Est. Cost $0.16 Unrealized
VB Vanguard Small-Cap 0.3%
Value ($000) $2 Shares 11,074 Est. Cost $197.55 Unrealized
PG Procter & Gamble Co 0.3%
Value ($000) $2 Shares 14,024 Est. Cost $138.49 Unrealized -3.8%
RAVI Flexshares Ready Access Var Income 0.3%
Value ($000) $2 Shares 27,627 Est. Cost $18.44 Unrealized
CWB SPDR Bloomberg Barclays Convertible Securities 0.3%
Value ($000) $2 Shares 30,301 Est. Cost $0.07 Unrealized
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.3%
Value ($000) $2 Shares 63,901 Est. Cost $3.12 Unrealized
VBR Vanguard Small-Cap Value 0.3%
Value ($000) $2 Shares 12,342 Est. Cost $163.67 Unrealized
FTSM First Tr Enhanced Short Maturity 0.3%
Value ($000) $2 Shares 32,842 Est. Cost $36.25 Unrealized
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.3%
Value ($000) $2 Shares 76,608 Est. Cost $0.03 Unrealized
JAAA Janus Henderson AAA 0.3%
Value ($000) $2 Shares 38,845 Est. Cost $4.61 Unrealized
IVW iShares S&P 500 Growth 0.3%
Value ($000) $2 Shares 28,981 Est. Cost $26.09 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.3%
Value ($000) $2 Shares 38,680 Est. Cost $0.05 Unrealized
TDVG T Rowe Price Dividend Growth ETF 0.3%
Value ($000) $2 Shares 56,973 Est. Cost $0.14 Unrealized
FNDF Schwab Fundamental International Large Company Index ETF 0.3%
Value ($000) $2 Shares 56,344 Est. Cost $25.45 Unrealized
SPTS SPDR Barclays Short Term Treasury ETF 0.3%
Value ($000) $2 Shares 59,702 Est. Cost $6.94 Unrealized
FYX First Trust Small Cap Core Alphadex 0.3%
Value ($000) $2 Shares 21,449 Est. Cost $67.60 Unrealized
IAU iShares Gold Trust 0.3%
Value ($000) $2 Shares 44,110 Est. Cost $8.93 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.3%
Value ($000) $2 Shares 17,578 Est. Cost $86.63 Unrealized
OMFL Invesco Russell 1000 Dynamic MultiFactor 0.3%
Value ($000) $2 Shares 34,957 Est. Cost $0.05 Unrealized
FTC First Trust Large Cap Gr AlphaDEX Fund 0.3%
Value ($000) $2 Shares 17,262 Est. Cost $43.43 Unrealized
VWO Vanguard FTSE Emerging Markets 0.3%
Value ($000) $2 Shares 39,582 Est. Cost $35.02 Unrealized
RIG TransOcean Inc 0.3%
Value ($000) $2 Shares 250,777 Est. Cost $3.88 Unrealized +65.6%
SHRY First Trust Large Cap US Equity Select 0.3%
Value ($000) $2 Shares 51,132 Est. Cost $5.06 Unrealized
MINT PIMCO Enhanced Short Maturity 0.3%
Value ($000) $2 Shares 15,360 Est. Cost $19.45 Unrealized
ACWI iShares MSCI ACWI 0.2%
Value ($000) $1 Shares 16,197 Est. Cost $19.01 Unrealized
IEF iShares Barclays 7-10 Yr Treasury Bond 0.2%
Value ($000) $1 Shares 14,461 Est. Cost $36.90 Unrealized
AVUV Avantis US Small Cap Value ETF 0.2%
Value ($000) $1 Shares 18,678 Est. Cost $3.69 Unrealized
FCTR First Trust Lunt US Factor ETF 0.2%
Value ($000) $1 Shares 50,319 Est. Cost $7.05 Unrealized
VTEB Vanguard Muni Bond Tax Exempt 0.2%
Value ($000) $1 Shares 27,225 Est. Cost $0.05 Unrealized
IBD Inspire Corporate Bond ETF 0.2%
Value ($000) $1 Shares 57,996 Est. Cost $7.96 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US 0.2%
Value ($000) $1 Shares 42,101 Est. Cost $6.94 Unrealized
MDIV First Trust Multi-Asset Diversified Income 0.2%
Value ($000) $1 Shares 90,915 Est. Cost $0.01 Unrealized
First Trust Developed International Equity Select 0.2%
Value ($000) $1 Shares 26,767 Est. Cost $0.05 Unrealized
FDL First TR Morningstar Divid Leaders Index 0.2%
Value ($000) $1 Shares 36,807 Est. Cost $28.06 Unrealized
PALC Pacer Fds Tr Lunt Lrgcp Multi 0.2%
Value ($000) $1 Shares 37,551 Est. Cost $10.92 Unrealized
VUG Vanguard Growth 0.2%
Value ($000) $1 Shares 5,169 Est. Cost $120.52 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $1 Shares 4,360 Est. Cost $302.76 Unrealized -6.0%
GBF iShares Barclays Govt/Credit Bond 0.2%
Value ($000) $1 Shares 12,063 Est. Cost $75.58 Unrealized
DVOL First Trust Dorsey Wright Momt & Low Volatility 0.2%
Value ($000) $1 Shares 47,149 Est. Cost $0.03 Unrealized
ALTL Pacer Lunt Large Cap Alternator 0.2%
Value ($000) $1 Shares 32,497 Est. Cost $0.04 Unrealized
VOO Vanguard S&P 500 0.2%
Value ($000) $1 Shares 3,215 Est. Cost $287.63 Unrealized
LQD iShares iBoxx Investment Grade Corporate Bond ETF 0.2%
Value ($000) $1 Shares 10,829 Est. Cost $73.65 Unrealized
MTUM iShares MSCI USA Momentum Factor ETF 0.2%
Value ($000) $1 Shares 8,173 Est. Cost $35.08 Unrealized
TSLA Tesla Inc 0.2%
Value ($000) $1 Shares 5,462 Est. Cost $269.08 Unrealized -35.2%
XLK SPDR Technology Select Sector 0.2%
Value ($000) $1 Shares 7,381 Est. Cost $21.40 Unrealized
VEA Vanguard Developed Markets Index Fund ETF 0.2%
Value ($000) $1 Shares 24,660 Est. Cost $42.24 Unrealized
T AT&T Inc 0.2%
Value ($000) $1 Shares 57,636 Est. Cost $15.06 Unrealized +8.6%
JEPI JPMorgan Equity Premium Income ETF 0.2%
Value ($000) $1 Shares 20,231 Est. Cost $34.64 Unrealized
BITO Proshares TR Bitcoin Strat E 0.2%
Value ($000) $1 Shares 59,521 Est. Cost $0.02 Unrealized
FMB First Trust Managed Municipal ETF 0.2%
Value ($000) $1 Shares 21,590 Est. Cost $9.79 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $1 Shares 6,675 Est. Cost $134.67 Unrealized +10.2%
WWJD Inspire International ETF 0.2%
Value ($000) $1 Shares 37,568 Est. Cost $0.03 Unrealized
GNR SPDR S&P Global Natural Resources 0.2%
Value ($000) $1 Shares 18,357 Est. Cost $0.06 Unrealized
ABBV AbbVie Inc 0.2%
Value ($000) $1 Shares 6,575 Est. Cost $131.01 Unrealized +5.4%
LOW Lowe's Companies Inc 0.2%
Value ($000) $1 Shares 5,228 Est. Cost $207.12 Unrealized -7.2%
IWY iShares Trust Russell 200 Growth Index 0.2%
Value ($000) $1 Shares 7,411 Est. Cost $76.60 Unrealized
VEU Vanguard FTSE All-World ex-US Index ETF 0.2%
Value ($000) $1 Shares 19,156 Est. Cost $0.05 Unrealized
GOOG Alphabet Inc Class C 0.2%
Value ($000) $1 Shares 9,726 Est. Cost $111.89 Unrealized -14.3%
Invesco Global Listed Private Equity 0.2%
Value ($000) $1 Shares 99,126 Est. Cost $0.01 Unrealized
COST Costco Wholesale Corp 0.2%
Value ($000) $1 Shares 2,001 Est. Cost $489.44 Unrealized -3.7%
DLS WisdomTree Intl Small Cap Div ETF 0.2%
Value ($000) $1 Shares 15,989 Est. Cost $61.30 Unrealized
IYR iShares Dow Jones US Real Estate 0.2%
Value ($000) $1 Shares 11,433 Est. Cost $82.72 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value ($000) $1 Shares 3,128 Est. Cost $302.36 Unrealized +1.9%
FSCS First Trust Mid Cap US Equity Select 0.2%
Value ($000) $1 Shares 34,205 Est. Cost $0.03 Unrealized
IWF iShares Russell 1000 Growth ETF 0.2%
Value ($000) $1 Shares 3,863 Est. Cost $0.24 Unrealized
VO Vanguard Mid-Cap 0.2%
Value ($000) $1 Shares 4,412 Est. Cost $218.61 Unrealized
SCHG Schwab US Large Cap Growth 0.2%
Value ($000) $1 Shares 14,117 Est. Cost $34.90 Unrealized
VTV Vanguard Value 0.2%
Value ($000) $1 Shares 6,633 Est. Cost $145.26 Unrealized
PAMC Pacer Lunt Mid Cap Multi-Factor Alternator 0.2%
Value ($000) $1 Shares 27,516 Est. Cost $11.80 Unrealized
WMT Walmart Inc 0.1%
Value ($000) $1 Shares 6,178 Est. Cost $44.62 Unrealized +2.6%
TRND Pacer Fds Tr Trendpilot 0.1%
Value ($000) $1 Shares 32,396 Est. Cost $0.03 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $1 Shares 1,872 Est. Cost $478.89 Unrealized -4.5%
DBEM Xtrackers MSCI Emerging Markets Hedged Equity 0.1%
Value ($000) $1 Shares 39,566 Est. Cost $1.84 Unrealized
BLV Vanguard Long-Term Bond 0.1%
Value ($000) $1 Shares 11,481 Est. Cost $0.07 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $1 Shares 9,052 Est. Cost $91.81 Unrealized -4.0%
V Visa Inc 0.1%
Value ($000) $1 Shares 3,839 Est. Cost $206.09 Unrealized +5.7%
GSIE Goldman Sachs Activebeta Intl Eq ETF 0.1%
Value ($000) $1 Shares 27,506 Est. Cost $0.03 Unrealized
TPLC Timothy Plan US Large Cap Core ETF 0.1%
Value ($000) $1 Shares 24,558 Est. Cost $0.03 Unrealized
ITOT iShares Core S&P Total US Stock Market 0.1%
Value ($000) $1 Shares 9,258 Est. Cost $74.85 Unrealized
SCHQ Schwab Long Term US Treasury ETF 0.1%
Value ($000) $1 Shares 21,136 Est. Cost $0.04 Unrealized
JEPQ J P Morgan Exchange Traded Fd Nasdaq Eqt Prem 0.1%
Value ($000) $1 Shares 17,979 Est. Cost $33.13 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $1 Shares 1,711 Est. Cost $404.01 Unrealized +7.2%
UBER Uber Technologies Inc 0.1%
Value ($000) $1 Shares 25,532 Est. Cost $26.96 Unrealized +17.6%
VGT Vanguard Information Technology 0.1%
Value ($000) $1 Shares 2,063 Est. Cost $258.55 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $1 Shares 7,840 Est. Cost $105.39 Unrealized -5.1%
MOAT VanEck Morningstar Wide Moat Research 0.1%
Value ($000) $1 Shares 10,721 Est. Cost $0.07 Unrealized
ONEQ Fidelity NASDAQ Composite Index Tracking Stock Fund ETF 0.1%
Value ($000) $1 Shares 16,459 Est. Cost $0.05 Unrealized
MA Mastercard Inc 0.1%
Value ($000) $1 Shares 2,160 Est. Cost $334.86 Unrealized +6.7%
MRSK Northern Lights Fund TR Agility Shares Managed Risk 0.1%
Value ($000) $1 Shares 27,346 Est. Cost $18.17 Unrealized
APD Air Products & Chemicals Inc 0.1%
Value ($000) $1 Shares 2,685 Est. Cost $231.58 Unrealized +16.7%
FTGC First Trust Global Tactical Commodity Strategy 0.1%
Value ($000) $1 Shares 32,707 Est. Cost $15.12 Unrealized
VZ Verizon Communications 0.1%
Value ($000) $1 Shares 18,717 Est. Cost $38.41 Unrealized -14.9%
FVC First Trust Dorsey Wright Dynamic Focus 0.1%
Value ($000) $1 Shares 21,975 Est. Cost $0.04 Unrealized
PSL Invesco DWA Consumer Staples Momentum 0.1%
Value ($000) $1 Shares 8,351 Est. Cost $0.08 Unrealized
TLT iShares Barclays 20 Yr Treasury Bond 0.1%
Value ($000) $1 Shares 6,708 Est. Cost $17.89 Unrealized
PRN Invesco DWA Industrials Momentum 0.1%
Value ($000) $1 Shares 7,407 Est. Cost $0.10 Unrealized
BALT Innovator Defined Wlt Shld ETF 0.1%
Value ($000) $1 Shares 25,794 Est. Cost $0.03 Unrealized
SO Southern Company 0.1%
Value ($000) $1 Shares 9,955 Est. Cost $61.03 Unrealized -0.6%
IYW iShares U.S. Technology ETF 0.1%
Value ($000) $1 Shares 7,458 Est. Cost $98.66 Unrealized
JPM JP Morgan Chase & Co. 0.1%
Value ($000) $1 Shares 5,303 Est. Cost $125.36 Unrealized +2.2%
PYZ Invesco DWA Basic Materials Momentum 0.1%
Value ($000) $1 Shares 7,837 Est. Cost $76.71 Unrealized
TBUX T Rowe Price Ultra Short-Term Bond ETF 0.1%
Value ($000) $1 Shares 13,747 Est. Cost $44.49 Unrealized
JNJ Johnson & Johnson 0.1%
Value ($000) $1 Shares 4,309 Est. Cost $152.47 Unrealized -3.0%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $1 Shares 7,910 Est. Cost $14.00 Unrealized
SLV iShares Silver Trust ETF 0.1%
Value ($000) $1 Shares 28,980 Est. Cost $4.87 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $1 Shares 8,469 Est. Cost $29.98 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $1 Shares 3,850 Est. Cost $150.79 Unrealized -2.9%
STOT SPDR DoubleLine Short Term TR Tactical ETF 0.1%
Value ($000) $1 Shares 13,495 Est. Cost $0.05 Unrealized
NOBL Proshares Trust S&P 500 Aristocrats 0.1%
Value ($000) $1 Shares 6,854 Est. Cost $0.09 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value ($000) $1 Shares 9,274 Est. Cost $62.05 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value ($000) $1 Shares 2,599 Est. Cost $16.81 Unrealized
ANGL VanEck Fallen Angel HiYld Bd ETF 0.1%
Value ($000) $1 Shares 21,925 Est. Cost $23.60 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value ($000) $1 Shares 6,030 Est. Cost $67.52 Unrealized
IBM International Business Machines 0.1%
Value ($000) $1 Shares 4,488 Est. Cost $114.31 Unrealized +5.6%
PFE Pfizer Inc 0.1%
Value ($000) $1 Shares 14,357 Est. Cost $41.51 Unrealized -11.9%
FTSL First Trust Senior Loan 0.1%
Value ($000) $1 Shares 12,893 Est. Cost $21.84 Unrealized
VXF Vanguard Extended Market Index 0.1%
Value ($000) $1 Shares 4,136 Est. Cost $140.86 Unrealized
PXI Invesco DWA Energy Momentum 0.1%
Value ($000) $1 Shares 14,262 Est. Cost $41.40 Unrealized
PDP Invesco DWA Momentum 0.1%
Value ($000) $1 Shares 7,409 Est. Cost $0.07 Unrealized
FSK FS KKR Capital Corp 0.1%
Value ($000) $1 Shares 30,457 Est. Cost $12.09 Unrealized +0.5%
JPIE JP Morgan Income ETF 0.1%
Value ($000) $1 Shares 12,237 Est. Cost $33.33 Unrealized
XDEC First Tr Exchange Traded Fdviii Cboe Vest U S Equity Enhance & Moderate Buffer Etf December 0.1%
Value ($000) $1 Shares 17,885 Est. Cost $20.92 Unrealized
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $1 Shares 11,448 Est. Cost $19.61 Unrealized
IUSG iShares Core S&P US Growth ETF 0.1%
Value ($000) $1 Shares 6,234 Est. Cost $0.09 Unrealized
THY Agility Shares Dynamic Tactical Income 0.1%
Value ($000) $1 Shares 23,668 Est. Cost $11.10 Unrealized
DIS Walt Disney Co 0.1%
Value ($000) $1 Shares 5,507 Est. Cost $113.79 Unrealized -13.4%
JMST JPMorgan Ultra-Short Municipal Inc ETF 0.1%
Value ($000) $1 Shares 10,765 Est. Cost $0.05 Unrealized
SPEM SPDR Emerging Markets ETF 0.1%
Value ($000) $1 Shares 15,979 Est. Cost $0.07 Unrealized
DG Dollar General Corp 0.1%
Value ($000) $1 Shares 2,555 Est. Cost $213.76 Unrealized -0.8%
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $1 Shares 3,524 Est. Cost $0.15 Unrealized
FSGS First Trust Small Cap US Equity Select 0.1%
Value ($000) $1 Shares 20,238 Est. Cost $0.03 Unrealized
GDX VanEck Gold Miners ETF 0.1%
Value ($000) $1 Shares 16,232 Est. Cost $11.31 Unrealized
IVOL Quadratic Intrst Rt Vol & Infl H ETF 0.1%
Value ($000) $1 Shares 21,968 Est. Cost $0.02 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $1 Shares 2,674 Est. Cost $149.35 Unrealized +5.9%
VDE Vanguard Energy 0.1%
Value ($000) $1 Shares 4,519 Est. Cost $113.37 Unrealized
BIBL Inspire100 ETF 0.1%
Value ($000) $1 Shares 16,353 Est. Cost $13.82 Unrealized
XMAR FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF 0.1%
Value ($000) $1 Shares 16,938 Est. Cost $0.03 Unrealized
PHYS Sprott Physical Gold Units 0.1%
Value ($000) $1 Shares 33,070 Est. Cost $2.84 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $1 Shares 5,484 Est. Cost $75.05 Unrealized +13.0%
SRLN SPDR Blackstone / GSO Senior Loan ETF 0.1%
Value ($000) $1 Shares 12,218 Est. Cost $14.28 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $0 Shares 11,171 Est. Cost $36.99 Unrealized -1.9%
BOND PIMCO Total Return Active ETF 0.1%
Value ($000) $0 Shares 5,285 Est. Cost $57.30 Unrealized
PIMCO Strategic Income Fund Inc 0.1%
Value ($000) $0 Shares 76,278 Est. Cost $0.00 Unrealized
FDX FedEx Corp 0.1%
Value ($000) $0 Shares 2,086 Est. Cost $214.90 Unrealized -11.3%
KO Coca Cola Company 0.1%
Value ($000) $0 Shares 7,691 Est. Cost $54.87 Unrealized +1.0%
VNQ Vanguard Real Estate 0.1%
Value ($000) $0 Shares 5,641 Est. Cost $76.69 Unrealized
VONG Vanguard Russell 1000 Growth 0.1%
Value ($000) $0 Shares 7,434 Est. Cost $63.97 Unrealized
HYLS First Trust High Yield Long/Short 0.1%
Value ($000) $0 Shares 11,707 Est. Cost $40.17 Unrealized
SMBK SmartFinancial Inc 0.1%
Value ($000) $0 Shares 20,048 Est. Cost $26.47 Unrealized -1.5%
FITB Fifth Third Bancorp 0.1%
Value ($000) $0 Shares 17,190 Est. Cost $29.42 Unrealized 0.0%
WST West Pharm Srvc Inc 0.1%
Value ($000) $0 Shares 1,318 Est. Cost $290.04 Unrealized 0.0%
FTA First Trust Large Cap Value AlphaDex Fund 0.1%
Value ($000) $0 Shares 6,865 Est. Cost $66.99 Unrealized
AOM iShares Core Moderate Allocation ETF 0.1%
Value ($000) $0 Shares 11,411 Est. Cost $0.04 Unrealized
BUFR First Trust CBOE Vest Fund of Buffer ETF 0.1%
Value ($000) $0 Shares 19,268 Est. Cost $4.22 Unrealized
PDEC Innovator US Equity Power Buffer ETF - December 0.1%
Value ($000) $0 Shares 14,355 Est. Cost $0.03 Unrealized
FTEC Fidelity MSCI Information Technology Index 0.1%
Value ($000) $0 Shares 3,950 Est. Cost $82.01 Unrealized
POCT Innovator US Equity Power Buffer ETF - October 0.1%
Value ($000) $0 Shares 14,058 Est. Cost $0.03 Unrealized
AOK iShares Core Conservative Allocation 0.1%
Value ($000) $0 Shares 12,660 Est. Cost $34.83 Unrealized
XLV SPDR Health Care Select Sector 0.1%
Value ($000) $0 Shares 3,405 Est. Cost $94.24 Unrealized
IXUS iShares Core MSCI Total International Stock ETF 0.1%
Value ($000) $0 Shares 7,085 Est. Cost $52.15 Unrealized
BKNG Booking Holdings Inc 0.1%
Value ($000) $0 Shares 165 Est. Cost $2287.97 Unrealized +4.6%
MUNI PIMCO ETF Trust Inter Muni Bd Strategy Fd 0.1%
Value ($000) $0 Shares 8,322 Est. Cost $0.05 Unrealized
KR Kroger Company 0.1%
Value ($000) $0 Shares 8,770 Est. Cost $45.34 Unrealized -5.4%
SPIB SPDR Portfolio Interm Term Corp Bd ETF 0.1%
Value ($000) $0 Shares 13,096 Est. Cost $32.41 Unrealized
EDOW First Tr Exchange Traded Fd Dow 30 Equal Weight Etf 0.1%
Value ($000) $0 Shares 14,381 Est. Cost $0.03 Unrealized
IBTE Ishares Ibonds Dec 2024 Term Treasury Etf 0.1%
Value ($000) $0 Shares 16,868 Est. Cost $0.02 Unrealized
ICVT iShares Convertible Bond ETF 0.1%
Value ($000) $0 Shares 5,799 Est. Cost $0.07 Unrealized
BWX SPDR Bloomberg Barclays International Treasury Bond ETF 0.1%
Value ($000) $0 Shares 18,151 Est. Cost $21.08 Unrealized
CRM Salesforce Inc 0.1%
Value ($000) $0 Shares 2,087 Est. Cost $165.31 Unrealized +1.0%
NOC Northrop Grumman Corp 0.1%
Value ($000) $0 Shares 902 Est. Cost $485.50 Unrealized -9.0%
HISF First Trust Strategic Income 0.1%
Value ($000) $0 Shares 9,326 Est. Cost $0.04 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $0 Shares 1,199 Est. Cost $36.16 Unrealized -8.5%
EMB iShares JP Morgan USD Emerging Mrkts Bond ETF 0.1%
Value ($000) $0 Shares 4,791 Est. Cost $0.09 Unrealized
LLY Eli Lilly and Company 0.1%
Value ($000) $0 Shares 1,197 Est. Cost $278.46 Unrealized +18.5%
DVN Devon Energy Corporation 0.1%
Value ($000) $0 Shares 8,089 Est. Cost $53.25 Unrealized -5.0%
DWLD Davis Fundamental Select Worldwide ETF 0.1%
Value ($000) $0 Shares 15,484 Est. Cost $0.03 Unrealized
URI United Rentals Inc 0.1%
Value ($000) $0 Shares 1,032 Est. Cost $407.64 Unrealized 0.0%
AMD Advanced Micro Devices 0.1%
Value ($000) $0 Shares 4,129 Est. Cost $81.38 Unrealized 0.0%
BTI British American TOB Spns ADR 0.1%
Value ($000) $0 Shares 11,473 Est. Cost $36.15 Unrealized
RSP Invesco S&P 500 Equal Weight 0.1%
Value ($000) $0 Shares 2,783 Est. Cost $151.59 Unrealized
CION CION Investment Corporation 0.1%
Value ($000) $0 Shares 40,234 Est. Cost $5.96 Unrealized +12.6%
FV First Trust Dorsey Wright Focus 5 0.1%
Value ($000) $0 Shares 8,792 Est. Cost $0.05 Unrealized
UCON First Trust TCW Unconstrained Pls Bd ETF 0.1%
Value ($000) $0 Shares 16,252 Est. Cost $0.02 Unrealized
DIA SPDR Dow Jones Industrial Average 0.1%
Value ($000) $0 Shares 1,175 Est. Cost $45.21 Unrealized
INTC Intel Corp 0.1%
Value ($000) $0 Shares 11,947 Est. Cost $36.41 Unrealized -24.4%
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 0.1%
Value ($000) $0 Shares 27,300 Est. Cost $0.01 Unrealized
FPE First Trust Pfd Securities & Inc ETF 0.1%
Value ($000) $0 Shares 24,289 Est. Cost $0.02 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $0 Shares 4,655 Est. Cost $70.79 Unrealized +5.5%
PFEB Innovator S&P 500 Power Buffer ETF - February 0.1%
Value ($000) $0 Shares 13,195 Est. Cost $0.03 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $0 Shares 3,601 Est. Cost $76.60 Unrealized +28.8%
Ishares Ibonds Dec 2023 Term Treasury Etf 0.1%
Value ($000) $0 Shares 15,275 Est. Cost $0.02 Unrealized
DJUL First Tr Exchng Traded Fd Viii Cboe Vest Us Eqt 0.1%
Value ($000) $0 Shares 11,300 Est. Cost $33.97 Unrealized
BFEB Innovator S&P 500 Buffer February 0.1%
Value ($000) $0 Shares 11,737 Est. Cost $0.03 Unrealized
PLD ProLogis Inc 0.1%
Value ($000) $0 Shares 2,937 Est. Cost $111.93 Unrealized 0.0%
FANG Diamondback Energy Inc 0.1%
Value ($000) $0 Shares 2,707 Est. Cost $123.77 Unrealized 0.0%
AVGO Broadcom Inc 0.1%
Value ($000) $0 Shares 572 Est. Cost $48.34 Unrealized +19.1%
DINT Davis Fundamental Select Intl Etf 0.1%
Value ($000) $0 Shares 19,532 Est. Cost $0.02 Unrealized
PWB Invesco Dynamic Large Cap Growth 0.1%
Value ($000) $0 Shares 5,518 Est. Cost $0.07 Unrealized
MCD McDonald's Corporation 0.1%
Value ($000) $0 Shares 1,267 Est. Cost $233.40 Unrealized +7.3%
Pioneer Natural Resources Co 0.1%
Value ($000) $0 Shares 1,702 Est. Cost $157.71 Unrealized
TPIF Timothy Plan International ETF 0.1%
Value ($000) $0 Shares 13,901 Est. Cost $0.02 Unrealized
RPV Invesco S&P 500 Pure Value 0.1%
Value ($000) $0 Shares 4,573 Est. Cost $0.08 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $0 Shares 4,516 Est. Cost $88.66 Unrealized -15.2%
ISMD Inspire Small/Mid Cap ETF 0.1%
Value ($000) $0 Shares 10,771 Est. Cost $27.02 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $0 Shares 1,378 Est. Cost $211.47 Unrealized +5.9%
DE Deere & Company 0.1%
Value ($000) $0 Shares 805 Est. Cost $326.53 Unrealized +21.6%
PSLV Sprott Physical Silver Unit 0.1%
Value ($000) $0 Shares 39,678 Est. Cost $2.05 Unrealized
NOCT Innovator Growth - 100 Buffer ETF - Oct 0.1%
Value ($000) $0 Shares 8,483 Est. Cost $0.04 Unrealized
NXTG First Trust Index NextG 0.1%
Value ($000) $0 Shares 4,679 Est. Cost $0.06 Unrealized
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF 0.1%
Value ($000) $0 Shares 12,442 Est. Cost $0.03 Unrealized
JAVA JPMorgan Active Value ETF 0.1%
Value ($000) $0 Shares 6,271 Est. Cost $51.26 Unrealized
DOW Dow Inc 0.1%
Value ($000) $0 Shares 5,876 Est. Cost $46.90 Unrealized +0.9%
FTNT Fortinet Inc 0.1%
Value ($000) $0 Shares 4,728 Est. Cost $56.85 Unrealized 0.0%
NOW ServiceNow Inc 0.1%
Value ($000) $0 Shares 679 Est. Cost $87.09 Unrealized 0.0%
SCHF Schwab International Equity 0.1%
Value ($000) $0 Shares 9,049 Est. Cost $32.71 Unrealized
VLUE iShares MSCI USA Value Factor 0.1%
Value ($000) $0 Shares 3,397 Est. Cost $0.09 Unrealized
FDN First Trust Dow Jones Internet Index 0.1%
Value ($000) $0 Shares 2,124 Est. Cost $159.61 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value ($000) $0 Shares 4,130 Est. Cost $113.25 Unrealized -32.1%
BLES Inspire Global Hope Large Cap ETF 0.1%
Value ($000) $0 Shares 9,541 Est. Cost $31.75 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $0 Shares 809 Est. Cost $444.79 Unrealized -20.1%
XT iShares Exponential Technologies 0.1%
Value ($000) $0 Shares 5,927 Est. Cost $0.05 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $0 Shares 6,321 Est. Cost $44.00 Unrealized 0.0%
GD General Dynamics Corporation 0.1%
Value ($000) $0 Shares 1,337 Est. Cost $217.74 Unrealized 0.0%
FPI Farmland Partners Inc 0.0%
Value ($000) $0 Shares 25,979 Est. Cost $0.01 Unrealized
VGSH Vanguard Short-Term Treasury ETF 0.0%
Value ($000) $0 Shares 5,126 Est. Cost $55.37 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $0 Shares 2,447 Est. Cost $94.36 Unrealized +18.6%
FBT First Trust NYSE Arca Biotech Index Fd 0.0%
Value ($000) $0 Shares 1,943 Est. Cost $73.89 Unrealized
PANW Palo Alto Networks Com 0.0%
Value ($000) $0 Shares 1,498 Est. Cost $84.74 Unrealized 0.0%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $0 Shares 936 Est. Cost $302.16 Unrealized 0.0%
TPSC Timothy Plan US Small Cap Core ETF 0.0%
Value ($000) $0 Shares 9,255 Est. Cost $0.03 Unrealized
MANH Manhattan Associates Inc 0.0%
Value ($000) $0 Shares 1,914 Est. Cost $137.65 Unrealized 0.0%
SBUX Starbucks Corp 0.0%
Value ($000) $0 Shares 2,849 Est. Cost $89.16 Unrealized +8.9%
QQQM Invesco Exchange Traded Fd Tr Ii Nasdaq 100 Etf 0.0%
Value ($000) $0 Shares 2,239 Est. Cost $0.13 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $0 Shares 1,297 Est. Cost $226.15 Unrealized -6.7%
IEI iShares 3-7 Year Treasury Bond ETF 0.0%
Value ($000) $0 Shares 2,479 Est. Cost $58.76 Unrealized
BMAR Innovator S&P 500 Buffer ETF - March 0.0%
Value ($000) $0 Shares 8,401 Est. Cost $0.03 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $0 Shares 5,534 Est. Cost $70.22 Unrealized 0.0%
VDC Vanguard Consumer Staples 0.0%
Value ($000) $0 Shares 1,489 Est. Cost $201.89 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $0 Shares 3,704 Est. Cost $70.65 Unrealized 0.0%
CTAS Cintas Corp 0.0%
Value ($000) $0 Shares 615 Est. Cost $107.49 Unrealized 0.0%
HYS PIMCO 0-5 Year High Yield Corporate Bond 0.0%
Value ($000) $0 Shares 3,109 Est. Cost $0.09 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $0 Shares 4,316 Est. Cost $62.57 Unrealized
PEP Pepsico Incorporated 0.0%
Value ($000) $0 Shares 1,545 Est. Cost $152.39 Unrealized +4.1%
ACWV iShares Edge MSCI Min Vol Global ETF 0.0%
Value ($000) $0 Shares 2,908 Est. Cost $102.46 Unrealized
BUFG First Tr Exchange Traded Fd Viii Cboe Vest Buffered Allocation Growth Etf 0.0%
Value ($000) $0 Shares 14,790 Est. Cost $13.91 Unrealized
WLK Westlake Corp 0.0%
Value ($000) $0 Shares 2,384 Est. Cost $109.37 Unrealized 0.0%
ASML ASML Holding NV 0.0%
Value ($000) $0 Shares 410 Est. Cost $0.68 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $0 Shares 941 Est. Cost $247.76 Unrealized +4.0%
BNDX Vanguard Total International Bond Index ETF 0.0%
Value ($000) $0 Shares 5,502 Est. Cost $0.05 Unrealized
GE General Electric Company 0.0%
Value ($000) $0 Shares 2,790 Est. Cost $47.92 Unrealized +37.5%
GRID First Tr Nasdaq Clean Edge Smart Grid Infrastructure Index 0.0%
Value ($000) $0 Shares 2,722 Est. Cost $0.10 Unrealized
FCX Freeport McMoran Inc 0.0%
Value ($000) $0 Shares 6,455 Est. Cost $39.99 Unrealized 0.0%
VYM Vanguard High Dividend Yield 0.0%
Value ($000) $0 Shares 2,491 Est. Cost $18.96 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $0 Shares 7,644 Est. Cost $47.74 Unrealized -21.9%
FDD First Trust Stoxx European Select Dividend Income Fund 0.0%
Value ($000) $0 Shares 22,293 Est. Cost $12.22 Unrealized
TXG 10X GENOMICS INC CL A 0.0%
Value ($000) $0 Shares 4,605 Est. Cost $46.70 Unrealized 0.0%
KLAC KLA Corp 0.0%
Value ($000) $0 Shares 641 Est. Cost $383.34 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $0 Shares 6,735 Est. Cost $31.59 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $0 Shares 1,013 Est. Cost $227.96 Unrealized -1.7%
PMAR Innovator S&P 500 Power Buffer ETF - March 0.0%
Value ($000) $0 Shares 7,912 Est. Cost $0.03 Unrealized
F Ford Motor Company 0.0%
Value ($000) $0 Shares 20,153 Est. Cost $13.84 Unrealized -26.3%
FCOR Fidelity Merrimack Corporate Bd 0.0%
Value ($000) $0 Shares 5,481 Est. Cost $31.30 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $0 Shares 1,814 Est. Cost $123.00 Unrealized 0.0%
HON Honeywell International 0.0%
Value ($000) $0 Shares 1,324 Est. Cost $171.49 Unrealized +3.0%
GNRC Generac Holdings Inc. 0.0%
Value ($000) $0 Shares 2,309 Est. Cost $115.68 Unrealized 0.0%
NET Cloudflare Inc Com Cl A 0.0%
Value ($000) $0 Shares 4,029 Est. Cost $54.68 Unrealized 0.0%
BA Boeing Co 0.0%
Value ($000) $0 Shares 1,184 Est. Cost $172.38 Unrealized +20.5%
SJM J. M. Smucker Company 0.0%
Value ($000) $0 Shares 1,597 Est. Cost $137.05 Unrealized 0.0%
SAIC Science Applications Intl Corp 0.0%
Value ($000) $0 Shares 2,307 Est. Cost $105.44 Unrealized 0.0%
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $0 Shares 3,438 Est. Cost $75.44 Unrealized
DAUG FT CBOE Vest US Equity Deep Bfr ETF Aug 0.0%
Value ($000) $0 Shares 7,747 Est. Cost $29.72 Unrealized
JSML Janus Small Cap Growth Alpha 0.0%
Value ($000) $0 Shares 4,961 Est. Cost $48.70 Unrealized
VEEV Veeva Systems Inc 0.0%
Value ($000) $0 Shares 1,342 Est. Cost $170.59 Unrealized 0.0%
HROW Harrow Health Inc 0.0%
Value ($000) $0 Shares 11,668 Est. Cost $17.05 Unrealized 0.0%
FSMB First Trust Short Dur Mgd Muncpl ETF 0.0%
Value ($000) $0 Shares 12,430 Est. Cost $0.02 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $0 Shares 2,588 Est. Cost $94.40 Unrealized +5.0%
Magellan Midstream Partners LP 0.0%
Value ($000) $0 Shares 4,503 Est. Cost $0.05 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $0 Shares 3,264 Est. Cost $69.94 Unrealized 0.0%
MMM 3M Company 0.0%
Value ($000) $0 Shares 2,297 Est. Cost $104.30 Unrealized -18.6%
NWL Newell Brands Inc 0.0%
Value ($000) $0 Shares 17,667 Est. Cost $12.43 Unrealized 0.0%
FEP First Trust Europe AlphaDEX 0.0%
Value ($000) $0 Shares 6,695 Est. Cost $0.03 Unrealized
DIVI Franklin Libertyq Intl Equity Hedged Etf 0.0%
Value ($000) $0 Shares 8,091 Est. Cost $0.03 Unrealized
UI Ubiquiti Inc 0.0%
Value ($000) $0 Shares 854 Est. Cost $276.63 Unrealized 0.0%
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value ($000) $0 Shares 1,688 Est. Cost $115.66 Unrealized 0.0%
SHW Sherwin Williams Co 0.0%
Value ($000) $0 Shares 1,027 Est. Cost $222.97 Unrealized 0.0%
Bunge Ltd 0.0%
Value ($000) $0 Shares 2,396 Est. Cost $0.10 Unrealized
ROBT Ft Nasdaq Artifc Intel Robtic Etf Iv 0.0%
Value ($000) $0 Shares 5,268 Est. Cost $0.04 Unrealized
HELE Helen of Troy Corp 0.0%
Value ($000) $0 Shares 2,389 Est. Cost $107.04 Unrealized 0.0%
EMLP First Trust North American Energy Infrastructure Fund ETF 0.0%
Value ($000) $0 Shares 8,570 Est. Cost $23.66 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $0 Shares 1,477 Est. Cost $160.89 Unrealized
OILK Proshares K-1 Free Crude Etf 0.0%
Value ($000) $0 Shares 5,191 Est. Cost $0.04 Unrealized
JIRE J P Morgan Exchange-Traded Fd Tr International Resh Enhanced Equity 0.0%
Value ($000) $0 Shares 4,094 Est. Cost $0.05 Unrealized
RSPU Invesco S&P 500 Equal Weight Utilities 0.0%
Value ($000) $0 Shares 1,977 Est. Cost $0.12 Unrealized
RTX Raytheon Technologies Corp 0.0%
Value ($000) $0 Shares 2,283 Est. Cost $92.29 Unrealized 0.0%
CHE Chemed Corp 0.0%
Value ($000) $0 Shares 417 Est. Cost $504.69 Unrealized 0.0%
OKE Oneok Inc 0.0%
Value ($000) $0 Shares 3,467 Est. Cost $57.32 Unrealized 0.0%
MUST Columbia Multi-Sector Municipal Inc 0.0%
Value ($000) $0 Shares 10,836 Est. Cost $0.02 Unrealized
SGOV iShares 0-3 Month Treasury Bond ETF 0.0%
Value ($000) $0 Shares 2,195 Est. Cost $95.91 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $0 Shares 1,289 Est. Cost $160.16 Unrealized 0.0%
TWLO Twilio Inc Cl A 0.0%
Value ($000) $0 Shares 3,318 Est. Cost $61.68 Unrealized 0.0%
QUAL iShares MSCI USA Quality Factor ETF 0.0%
Value ($000) $0 Shares 1,781 Est. Cost $0.12 Unrealized
BUD Anheuser-Busch InBev 0.0%
Value ($000) $0 Shares 3,303 Est. Cost $0.06 Unrealized
DAR Darling Ingredients Inc 0.0%
Value ($000) $0 Shares 3,700 Est. Cost $62.86 Unrealized 0.0%
ENB Enbridge Inc 0.0%
Value ($000) $0 Shares 5,691 Est. Cost $31.85 Unrealized +1.9%
KOMP SPDR Kensho New Economies Compos ETF 0.0%
Value ($000) $0 Shares 5,070 Est. Cost $0.04 Unrealized
BUFT First Tr Exchange Traded Fd Viii Cboe Vest Buffered Allocation Defensive Etf 0.0%
Value ($000) $0 Shares 11,261 Est. Cost $0.02 Unrealized
BIV Vanguard Intermediate Term Bond 0.0%
Value ($000) $0 Shares 2,758 Est. Cost $0.08 Unrealized
PBF PBF Energy Inc 0.0%
Value ($000) $0 Shares 4,925 Est. Cost $42.12 Unrealized 0.0%
BSV Vanguard Short-Term Bond Index ETF 0.0%
Value ($000) $0 Shares 2,786 Est. Cost $0.08 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $0 Shares 4,426 Est. Cost $47.50 Unrealized
MMSI Merit Medical Sys Inc 0.0%
Value ($000) $0 Shares 2,848 Est. Cost $70.16 Unrealized 0.0%
NKE Nike Inc Class B 0.0%
Value ($000) $0 Shares 1,712 Est. Cost $116.69 Unrealized 0.0%
NXST Nexstar Media Group Inc 0.0%
Value ($000) $0 Shares 1,209 Est. Cost $163.45 Unrealized 0.0%
FOLD Amicus Therapeutics Inc 0.0%
Value ($000) $0 Shares 17,384 Est. Cost $12.33 Unrealized 0.0%
DEED First Trust TCW Securitized Plus ETF 0.0%
Value ($000) $0 Shares 9,577 Est. Cost $0.02 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $0 Shares 1,244 Est. Cost $159.02 Unrealized 0.0%
FLSP Franklin Liberty Systematic Sty Prm ETF 0.0%
Value ($000) $0 Shares 9,677 Est. Cost $0.02 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $0 Shares 119 Est. Cost $31.42 Unrealized 0.0%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $0 Shares 1,378 Est. Cost $142.44 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $0 Shares 966 Est. Cost $216.60 Unrealized 0.0%
UMAR Innovator S&P 500 Ultra Buffer ETF - March 0.0%
Value ($000) $0 Shares 6,919 Est. Cost $0.03 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $0 Shares 1,385 Est. Cost $136.28 Unrealized 0.0%
SDVY First Trust SMID Cp Rising Div Achv ETF 0.0%
Value ($000) $0 Shares 7,588 Est. Cost $0.03 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $0 Shares 5,833 Est. Cost $0.03 Unrealized
ProShares Short QQQ 0.0%
Value ($000) $0 Shares 16,500 Est. Cost $0.01 Unrealized
FDT First Trust Developed Markes Ex-US Alphadex 0.0%
Value ($000) $0 Shares 3,956 Est. Cost $0.05 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value ($000) $0 Shares 7,757 Est. Cost $0.03 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $0 Shares 2,560 Est. Cost $71.44 Unrealized 0.0%
FNOV First Trust CBOE Vest US Equity Buffer ETF November 0.0%
Value ($000) $0 Shares 5,325 Est. Cost $0.04 Unrealized
WBD Warner Bros Discovery Inc Series A 0.0%
Value ($000) $0 Shares 11,989 Est. Cost $11.29 Unrealized +26.1%
Daseke Inc 0.0%
Value ($000) $0 Shares 22,470 Est. Cost $0.01 Unrealized
MFIC Midcap Financial Investment Corp 0.0%
Value ($000) $0 Shares 14,033 Est. Cost $7.81 Unrealized +7.6%
OBDC Owl Rock Capital Corp 0.0%
Value ($000) $0 Shares 12,360 Est. Cost $9.15 Unrealized 0.0%
WHF Whitehorse Finance Inc 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $12.67 Unrealized +3.4%
Amryt Pharma Plc F Unsponsored Adr 1 Adr Reps 5 Ord Shs 0.0%
Value ($000) $0 Shares 10,431 Est. Cost $0.01 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $0 Shares 11,600 Est. Cost $0.01 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $0 Shares 12,447 Est. Cost $13.91 Unrealized -25.5%
OFS OFS Cap Corp 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $9.79 Unrealized +2.9%
Liberty All Star Growth Fund Inc 0.0%
Value ($000) $0 Shares 11,185 Est. Cost $0.00 Unrealized
Assertio Hldgs Inc 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.00 Unrealized
Nutex Health Inc 0.0%
Value ($000) $0 Shares 28,000 Est. Cost $0.00 Unrealized
Sab Biotherapeutics Inc 0.0%
Value ($000) $0 Shares 51,891 Est. Cost $0.00 Unrealized
ZOMDF Zomedica Corp 0.0%
Value ($000) $0 Shares 58,743 Est. Cost $0.33 Unrealized -25.0%