SILVER OAK SECURITIES, INCORPORATED Diversified Active

Location: Jackson, TN

CIK: 0001080576 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 5, 2023

Total Value: $609M

Holdings (397)

CDC Victory CEMP US Equity Income Enhanced Volatility Weighted 6.7%
Value $40.61M Shares 669,910 Est. Cost $69.87 Unrealized
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.1%
Value $37.46M Shares 601,290 Est. Cost $71.05 Unrealized
FTCS First Tr Capital Strength ETF Db Strategic Value Index 4.8%
Value $29.23M Shares 400,713 Est. Cost $74.84 Unrealized
BIL SPDR Bloomberg 1-3 Month T-Bill 4.1%
Value $25.14M Shares 273,838 Est. Cost $91.54 Unrealized
FEX First Trust Large Cap Core Alphadex 2.9%
Value $17.94M Shares 222,806 Est. Cost $85.78 Unrealized
AAPL Apple Inc 2.1%
Value $12.82M Shares 77,744 Est. Cost $154.73 Unrealized -6.0%
VSDA Victoryshares Dividend Accelerator 1.8%
Value $10.97M Shares 242,424 Est. Cost $44.74 Unrealized
FVD First Trust Value Line Dividend Index Fund 1.8%
Value $10.68M Shares 265,874 Est. Cost $40.14 Unrealized
USFR WisdomTree Floating Rate Treasury Fund 1.5%
Value $9.426M Shares 187,512 Est. Cost $50.31 Unrealized
CFA VictoryShares US 500 Volatility Weighted 1.5%
Value $9.403M Shares 136,781 Est. Cost $73.16 Unrealized
IVV iShares Core S&P 500 1.5%
Value $9.271M Shares 22,553 Est. Cost $406.01 Unrealized
QQQ Invesco QQQ Trust Series 1 1.5%
Value $8.86M Shares 27,607 Est. Cost $308.44 Unrealized
DRSK Aptus Defined Risk 1.4%
Value $8.761M Shares 337,358 Est. Cost $26.25 Unrealized
STIP iShares 0-5 Year TIPS Bond ETF 1.3%
Value $7.699M Shares 77,585 Est. Cost $97.30 Unrealized
TFLO iShares Treasury Floating Rate Bond 1.2%
Value $7.371M Shares 145,704 Est. Cost $50.73 Unrealized
ACIO Aptus Collared Income Opportunity ETF 1.2%
Value $7.219M Shares 239,126 Est. Cost $29.73 Unrealized
RDVY First Trust Rising Dividend Achievers ETF 1.2%
Value $7.193M Shares 160,314 Est. Cost $45.37 Unrealized
MGK Vanguard Mega Cap Growth 1.1%
Value $6.489M Shares 31,728 Est. Cost $202.91 Unrealized
SPYV SPDR S&P 500 Value ETF 1.0%
Value $6.318M Shares 155,142 Est. Cost $40.50 Unrealized
IOO iShares S&P Global 100 Index 1.0%
Value $6.261M Shares 89,362 Est. Cost $68.17 Unrealized
AGZD WisdomTree Barclays US Agg Bd Zero Dur 1.0%
Value $6.089M Shares 139,879 Est. Cost $42.20 Unrealized
CAT Caterpillar Inc 1.0%
Value $5.99M Shares 26,175 Est. Cost $197.17 Unrealized +17.0%
TIP iShares TIPS Bond 0.9%
Value $5.59M Shares 50,702 Est. Cost $110.07 Unrealized
GBIL Goldman Sachs TreasuryAccess 0-1 Year 0.9%
Value $5.445M Shares 54,371 Est. Cost $99.73 Unrealized
AMZN Amazon.com Inc 0.8%
Value $5.052M Shares 48,912 Est. Cost $108.82 Unrealized -11.2%
ADME ETF SER Solutions Aptus Drawdown 0.8%
Value $4.877M Shares 140,951 Est. Cost $34.97 Unrealized
JUCY Aptus Enhanced Yield ETF 0.8%
Value $4.658M Shares 186,924 Est. Cost $24.54 Unrealized
SPYM SPDR Portfolio S&P 500 ETF 0.7%
Value $4.515M Shares 93,769 Est. Cost $46.74 Unrealized
FIXD First Trust TCW Opportunistic Fixed Income 0.7%
Value $4.504M Shares 99,951 Est. Cost $46.31 Unrealized
OSCV ETF Ser Solutions Opus Sml CP Vl 0.7%
Value $4.493M Shares 144,299 Est. Cost $31.01 Unrealized
MSFT Microsoft Corp 0.7%
Value $4.43M Shares 15,367 Est. Cost $273.01 Unrealized -8.6%
SCHD Schwab US Dividend Equity 0.7%
Value $4.37M Shares 59,730 Est. Cost $72.57 Unrealized
VTI Vanguard Total Stock Market 0.6%
Value $3.898M Shares 19,099 Est. Cost $216.37 Unrealized
OUNZ VanEck Merk Gold Trust 0.6%
Value $3.767M Shares 197,119 Est. Cost $18.48 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.6%
Value $3.67M Shares 37,956 Est. Cost $102.06 Unrealized
BND Vanguard Total Bond Market 0.6%
Value $3.597M Shares 48,722 Est. Cost $75.35 Unrealized
IUSV iShares Core S&P U.S. Value ETF 0.6%
Value $3.466M Shares 46,978 Est. Cost $72.12 Unrealized
GLD SPDR Gold Shares 0.5%
Value $3.304M Shares 18,031 Est. Cost $178.88 Unrealized
SPY SPDR S&P 500 Trust 0.5%
Value $3.296M Shares 8,051 Est. Cost $422.92 Unrealized
NVDA NVIDIA Corp 0.5%
Value $3.258M Shares 11,728 Est. Cost $17.46 Unrealized +23.8%
OPER ClearShares Ultra-Short Maturity 0.5%
Value $3.258M Shares 32,535 Est. Cost $100.20 Unrealized
VXUS Vanguard Total Intl Stock Index 0.5%
Value $3.249M Shares 58,848 Est. Cost $55.03 Unrealized
CGDV Capital Group Dividend Value Etf 0.5%
Value $3.024M Shares 121,251 Est. Cost $25.80 Unrealized
CDL VictoryShares Us Large Cap High Div Volatility 0.5%
Value $3M Shares 52,170 Est. Cost $58.89 Unrealized
JPST JPMorgan Ultra-Short Income ETF 0.5%
Value $2.96M Shares 58,818 Est. Cost $50.21 Unrealized
LMBS First Trust Low Duration Opportunities ETF 0.5%
Value $2.947M Shares 61,569 Est. Cost $48.28 Unrealized
IDUB ETF SERIES SOLUTIONS INTERNATI ONAL DRAWDOWN MANA 0.5%
Value $2.903M Shares 146,644 Est. Cost $19.90 Unrealized
SCHM Schwab US Mid Cap 0.5%
Value $2.881M Shares 42,460 Est. Cost $69.36 Unrealized
XOM Exxon Mobil Corporation 0.5%
Value $2.842M Shares 25,913 Est. Cost $79.64 Unrealized +25.8%
GOOGL Alphabet Inc Class A 0.4%
Value $2.703M Shares 26,061 Est. Cost $102.04 Unrealized -6.7%
META Meta Platforms Inc 0.4%
Value $2.575M Shares 12,147 Est. Cost $195.52 Unrealized -13.5%
AZO AutoZone Inc 0.4%
Value $2.286M Shares 930 Est. Cost $1966.08 Unrealized +24.0%
IJH iShares Core S&P Mid-Cap ETF 0.4%
Value $2.285M Shares 9,134 Est. Cost $245.11 Unrealized
REGL Proshares Tr S&P Midcap 400 Div Aristocrats ETF 0.4%
Value $2.141M Shares 30,255 Est. Cost $67.21 Unrealized
IGRO iShares Intl Dividend Growth 0.3%
Value $2.12M Shares 34,973 Est. Cost $57.79 Unrealized
VB Vanguard Small-Cap 0.3%
Value $2.099M Shares 11,074 Est. Cost $205.06 Unrealized
PG Procter & Gamble Co 0.3%
Value $2.085M Shares 14,024 Est. Cost $138.49 Unrealized -3.8%
RAVI Flexshares Ready Access Var Income 0.3%
Value $2.067M Shares 27,627 Est. Cost $74.49 Unrealized
CWB SPDR Bloomberg Barclays Convertible Securities 0.3%
Value $2.032M Shares 30,301 Est. Cost $67.06 Unrealized
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.3%
Value $1.971M Shares 63,901 Est. Cost $31.57 Unrealized
VBR Vanguard Small-Cap Value 0.3%
Value $1.959M Shares 12,342 Est. Cost $169.20 Unrealized
FTSM First Tr Enhanced Short Maturity 0.3%
Value $1.954M Shares 32,842 Est. Cost $59.49 Unrealized
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.3%
Value $1.924M Shares 76,608 Est. Cost $25.11 Unrealized
JAAA Janus Henderson AAA 0.3%
Value $1.923M Shares 38,845 Est. Cost $49.37 Unrealized
IVW iShares S&P 500 Growth 0.3%
Value $1.852M Shares 28,981 Est. Cost $65.85 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.3%
Value $1.83M Shares 38,680 Est. Cost $47.31 Unrealized
TDVG T Rowe Price Dividend Growth ETF 0.3%
Value $1.82M Shares 56,973 Est. Cost $31.41 Unrealized
FNDF Schwab Fundamental International Large Company Index ETF 0.3%
Value $1.762M Shares 56,344 Est. Cost $31.63 Unrealized
SPTS SPDR Barclays Short Term Treasury ETF 0.3%
Value $1.745M Shares 59,702 Est. Cost $29.04 Unrealized
FYX First Trust Small Cap Core Alphadex 0.3%
Value $1.729M Shares 21,449 Est. Cost $82.28 Unrealized
IAU iShares Gold Trust 0.3%
Value $1.648M Shares 44,110 Est. Cost $36.33 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.3%
Value $1.647M Shares 17,578 Est. Cost $90.69 Unrealized
OMFL Invesco Russell 1000 Dynamic MultiFactor 0.3%
Value $1.625M Shares 34,957 Est. Cost $46.49 Unrealized
FTC First Trust Large Cap Gr AlphaDEX Fund 0.3%
Value $1.606M Shares 17,262 Est. Cost $94.73 Unrealized
VWO Vanguard FTSE Emerging Markets 0.3%
Value $1.599M Shares 39,582 Est. Cost $41.77 Unrealized
RIG TransOcean Inc 0.3%
Value $1.595M Shares 250,777 Est. Cost $3.88 Unrealized +65.6%
SHRY First Trust Large Cap US Equity Select 0.3%
Value $1.584M Shares 51,132 Est. Cost $30.15 Unrealized
MINT PIMCO Enhanced Short Maturity 0.3%
Value $1.524M Shares 15,360 Est. Cost $98.90 Unrealized
ACWI iShares MSCI ACWI 0.2%
Value $1.477M Shares 16,197 Est. Cost $89.62 Unrealized
IEF iShares Barclays 7-10 Yr Treasury Bond 0.2%
Value $1.433M Shares 14,461 Est. Cost $100.88 Unrealized
AVUV Avantis US Small Cap Value ETF 0.2%
Value $1.383M Shares 18,678 Est. Cost $74.66 Unrealized
FCTR First Trust Lunt US Factor ETF 0.2%
Value $1.381M Shares 50,319 Est. Cost $26.64 Unrealized
VTEB Vanguard Muni Bond Tax Exempt 0.2%
Value $1.379M Shares 27,225 Est. Cost $49.48 Unrealized
IBD Inspire Corporate Bond ETF 0.2%
Value $1.358M Shares 57,996 Est. Cost $23.47 Unrealized
SPDW SPDR Portfolio Developed Wld ex-US 0.2%
Value $1.352M Shares 42,101 Est. Cost $30.71 Unrealized
MDIV First Trust Multi-Asset Diversified Income 0.2%
Value $1.333M Shares 90,915 Est. Cost $14.66 Unrealized
First Trust Developed International Equity Select 0.2%
Value $1.314M Shares 26,767 Est. Cost $45.64 Unrealized
FDL First TR Morningstar Divid Leaders Index 0.2%
Value $1.307M Shares 36,807 Est. Cost $34.61 Unrealized
PALC Pacer Fds Tr Lunt Lrgcp Multi 0.2%
Value $1.3M Shares 37,551 Est. Cost $35.29 Unrealized
VUG Vanguard Growth 0.2%
Value $1.289M Shares 5,169 Est. Cost $260.67 Unrealized
HD Home Depot Inc 0.2%
Value $1.287M Shares 4,360 Est. Cost $302.76 Unrealized -6.0%
GBF iShares Barclays Govt/Credit Bond 0.2%
Value $1.276M Shares 12,063 Est. Cost $108.31 Unrealized
DVOL First Trust Dorsey Wright Momt & Low Volatility 0.2%
Value $1.239M Shares 47,149 Est. Cost $26.28 Unrealized
ALTL Pacer Lunt Large Cap Alternator 0.2%
Value $1.234M Shares 32,497 Est. Cost $37.97 Unrealized
VOO Vanguard S&P 500 0.2%
Value $1.209M Shares 3,215 Est. Cost $384.26 Unrealized
LQD iShares iBoxx Investment Grade Corporate Bond ETF 0.2%
Value $1.187M Shares 10,829 Est. Cost $112.64 Unrealized
MTUM iShares MSCI USA Momentum Factor ETF 0.2%
Value $1.136M Shares 8,173 Est. Cost $147.70 Unrealized
TSLA Tesla Inc 0.2%
Value $1.133M Shares 5,462 Est. Cost $269.08 Unrealized -35.2%
XLK SPDR Technology Select Sector 0.2%
Value $1.115M Shares 7,381 Est. Cost $130.29 Unrealized
VEA Vanguard Developed Markets Index Fund ETF 0.2%
Value $1.114M Shares 24,660 Est. Cost $44.20 Unrealized
T AT&T Inc 0.2%
Value $1.109M Shares 57,636 Est. Cost $15.06 Unrealized +8.6%
JEPI JPMorgan Equity Premium Income ETF 0.2%
Value $1.105M Shares 20,231 Est. Cost $54.59 Unrealized
BITO Proshares TR Bitcoin Strat E 0.2%
Value $1.102M Shares 59,521 Est. Cost $18.51 Unrealized
FMB First Trust Managed Municipal ETF 0.2%
Value $1.1M Shares 21,590 Est. Cost $50.78 Unrealized
CVX Chevron Corp 0.2%
Value $1.089M Shares 6,675 Est. Cost $134.67 Unrealized +10.2%
WWJD Inspire International ETF 0.2%
Value $1.078M Shares 37,568 Est. Cost $28.69 Unrealized
ABBV AbbVie Inc 0.2%
Value $1.048M Shares 6,575 Est. Cost $131.01 Unrealized +5.4%
GNR SPDR S&P Global Natural Resources 0.2%
Value $1.048M Shares 18,357 Est. Cost $57.01 Unrealized
LOW Lowe's Companies Inc 0.2%
Value $1.046M Shares 5,228 Est. Cost $207.12 Unrealized -7.2%
IWY iShares Trust Russell 200 Growth Index 0.2%
Value $1.031M Shares 7,411 Est. Cost $146.08 Unrealized
VEU Vanguard FTSE All-World ex-US Index ETF 0.2%
Value $1.024M Shares 19,156 Est. Cost $50.35 Unrealized
GOOG Alphabet Inc Class C 0.2%
Value $1.011M Shares 9,726 Est. Cost $111.89 Unrealized -14.3%
Invesco Global Listed Private Equity 0.2%
Value $1.002M Shares 99,126 Est. Cost $10.11 Unrealized
COST Costco Wholesale Corp 0.2%
Value $994K Shares 2,001 Est. Cost $489.44 Unrealized -3.7%
DLS WisdomTree Intl Small Cap Div ETF 0.2%
Value $974K Shares 15,989 Est. Cost $65.81 Unrealized
IYR iShares Dow Jones US Real Estate 0.2%
Value $971K Shares 11,433 Est. Cost $103.51 Unrealized
BRK/B Berkshire Hathaway Inc Class B 0.2%
Value $966K Shares 3,128 Est. Cost $302.36 Unrealized +1.9%
FSCS First Trust Mid Cap US Equity Select 0.2%
Value $945K Shares 34,205 Est. Cost $27.11 Unrealized
IWF iShares Russell 1000 Growth ETF 0.2%
Value $944K Shares 3,863 Est. Cost $244.37 Unrealized
VO Vanguard Mid-Cap 0.2%
Value $930K Shares 4,412 Est. Cost $228.30 Unrealized
SCHG Schwab US Large Cap Growth 0.2%
Value $920K Shares 14,117 Est. Cost $68.66 Unrealized
VTV Vanguard Value 0.2%
Value $916K Shares 6,633 Est. Cost $148.94 Unrealized
PAMC Pacer Lunt Mid Cap Multi-Factor Alternator 0.2%
Value $915K Shares 27,516 Est. Cost $33.68 Unrealized
WMT Walmart Inc 0.1%
Value $911K Shares 6,178 Est. Cost $44.62 Unrealized +2.6%
TRND Pacer Fds Tr Trendpilot 0.1%
Value $889K Shares 32,396 Est. Cost $27.44 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value $885K Shares 1,872 Est. Cost $478.89 Unrealized -4.5%
DBEM Xtrackers MSCI Emerging Markets Hedged Equity 0.1%
Value $882K Shares 39,566 Est. Cost $21.66 Unrealized
BLV Vanguard Long-Term Bond 0.1%
Value $881K Shares 11,481 Est. Cost $74.15 Unrealized
DUK Duke Energy Corp 0.1%
Value $873K Shares 9,052 Est. Cost $91.81 Unrealized -4.0%
V Visa Inc 0.1%
Value $865K Shares 3,839 Est. Cost $206.09 Unrealized +5.7%
GSIE Goldman Sachs Activebeta Intl Eq ETF 0.1%
Value $847K Shares 27,506 Est. Cost $30.79 Unrealized
TPLC Timothy Plan US Large Cap Core ETF 0.1%
Value $846K Shares 24,558 Est. Cost $34.45 Unrealized
ITOT iShares Core S&P Total US Stock Market 0.1%
Value $838K Shares 9,258 Est. Cost $93.28 Unrealized
SCHQ Schwab Long Term US Treasury ETF 0.1%
Value $813K Shares 21,136 Est. Cost $38.47 Unrealized
JEPQ J P Morgan Exchange Traded Fd Nasdaq Eqt Prem 0.1%
Value $811K Shares 17,979 Est. Cost $46.39 Unrealized
UBER Uber Technologies Inc 0.1%
Value $809K Shares 25,532 Est. Cost $26.96 Unrealized +17.6%
LMT Lockheed Martin Corp 0.1%
Value $809K Shares 1,711 Est. Cost $404.01 Unrealized +7.2%
VGT Vanguard Information Technology 0.1%
Value $795K Shares 2,063 Est. Cost $395.70 Unrealized
ABT Abbott Laboratories 0.1%
Value $794K Shares 7,840 Est. Cost $105.39 Unrealized -5.1%
MOAT VanEck Morningstar Wide Moat Research 0.1%
Value $792K Shares 10,721 Est. Cost $73.87 Unrealized
ONEQ Fidelity NASDAQ Composite Index Tracking Stock Fund ETF 0.1%
Value $789K Shares 16,459 Est. Cost $47.94 Unrealized
MA Mastercard Inc 0.1%
Value $785K Shares 2,160 Est. Cost $334.86 Unrealized +6.7%
MRSK Northern Lights Fund TR Agility Shares Managed Risk 0.1%
Value $773K Shares 27,346 Est. Cost $28.03 Unrealized
APD Air Products & Chemicals Inc 0.1%
Value $771K Shares 2,685 Est. Cost $231.58 Unrealized +16.7%
FTGC First Trust Global Tactical Commodity Strategy 0.1%
Value $768K Shares 32,707 Est. Cost $25.73 Unrealized
VZ Verizon Communications 0.1%
Value $728K Shares 18,717 Est. Cost $38.41 Unrealized -14.9%
FVC First Trust Dorsey Wright Dynamic Focus 0.1%
Value $725K Shares 21,975 Est. Cost $35.01 Unrealized
PSL Invesco DWA Consumer Staples Momentum 0.1%
Value $723K Shares 8,351 Est. Cost $82.64 Unrealized
TLT iShares Barclays 20 Yr Treasury Bond 0.1%
Value $714K Shares 6,708 Est. Cost $103.16 Unrealized
PRN Invesco DWA Industrials Momentum 0.1%
Value $706K Shares 7,407 Est. Cost $95.32 Unrealized
BALT Innovator Defined Wlt Shld ETF 0.1%
Value $702K Shares 25,794 Est. Cost $26.59 Unrealized
SO Southern Company 0.1%
Value $693K Shares 9,955 Est. Cost $61.03 Unrealized -0.6%
IYW iShares U.S. Technology ETF 0.1%
Value $692K Shares 7,458 Est. Cost $98.66 Unrealized
JPM JP Morgan Chase & Co. 0.1%
Value $691K Shares 5,303 Est. Cost $125.36 Unrealized +2.2%
PYZ Invesco DWA Basic Materials Momentum 0.1%
Value $670K Shares 7,837 Est. Cost $78.72 Unrealized
TBUX T Rowe Price Ultra Short-Term Bond ETF 0.1%
Value $669K Shares 13,747 Est. Cost $48.87 Unrealized
JNJ Johnson & Johnson 0.1%
Value $668K Shares 4,309 Est. Cost $152.47 Unrealized -3.0%
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value $652K Shares 7,910 Est. Cost $81.51 Unrealized
SLV iShares Silver Trust ETF 0.1%
Value $641K Shares 28,980 Est. Cost $21.68 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value $640K Shares 8,469 Est. Cost $76.79 Unrealized
WM Waste Management Inc 0.1%
Value $628K Shares 3,850 Est. Cost $150.79 Unrealized -2.9%
STOT SPDR DoubleLine Short Term TR Tactical ETF 0.1%
Value $627K Shares 13,495 Est. Cost $46.46 Unrealized
NOBL Proshares Trust S&P 500 Aristocrats 0.1%
Value $625K Shares 6,854 Est. Cost $91.19 Unrealized
IEFA iShares Core MSCI EAFE 0.1%
Value $620K Shares 9,274 Est. Cost $66.22 Unrealized
ANGL VanEck Fallen Angel HiYld Bd ETF 0.1%
Value $614K Shares 21,925 Est. Cost $28.27 Unrealized
IWV iShares Russell 3000 ETF 0.1%
Value $614K Shares 2,599 Est. Cost $223.71 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value $601K Shares 6,030 Est. Cost $101.77 Unrealized
IBM International Business Machines 0.1%
Value $588K Shares 4,488 Est. Cost $114.31 Unrealized +5.6%
PFE Pfizer Inc 0.1%
Value $586K Shares 14,357 Est. Cost $41.51 Unrealized -11.9%
FTSL First Trust Senior Loan 0.1%
Value $583K Shares 12,893 Est. Cost $46.04 Unrealized
VXF Vanguard Extended Market Index 0.1%
Value $580K Shares 4,136 Est. Cost $156.53 Unrealized
PXI Invesco DWA Energy Momentum 0.1%
Value $576K Shares 14,262 Est. Cost $43.27 Unrealized
PDP Invesco DWA Momentum 0.1%
Value $568K Shares 7,409 Est. Cost $71.32 Unrealized
FSK FS KKR Capital Corp 0.1%
Value $567K Shares 30,457 Est. Cost $12.09 Unrealized +0.5%
JPIE JP Morgan Income ETF 0.1%
Value $560K Shares 12,237 Est. Cost $44.74 Unrealized
XDEC First Tr Exchange Traded Fdviii Cboe Vest U S Equity Enhance & Moderate Buffer Etf December 0.1%
Value $558K Shares 17,885 Est. Cost $32.03 Unrealized
SCHX Schwab US Large Cap ETF 0.1%
Value $554K Shares 11,448 Est. Cost $48.37 Unrealized
IUSG iShares Core S&P US Growth ETF 0.1%
Value $553K Shares 6,234 Est. Cost $88.71 Unrealized
THY Agility Shares Dynamic Tactical Income 0.1%
Value $552K Shares 23,668 Est. Cost $22.21 Unrealized
DIS Walt Disney Co 0.1%
Value $551K Shares 5,507 Est. Cost $113.79 Unrealized -13.4%
JMST JPMorgan Ultra-Short Municipal Inc ETF 0.1%
Value $547K Shares 10,765 Est. Cost $50.50 Unrealized
SPEM SPDR Emerging Markets ETF 0.1%
Value $545K Shares 15,979 Est. Cost $32.97 Unrealized
DG Dollar General Corp 0.1%
Value $538K Shares 2,555 Est. Cost $213.76 Unrealized -0.8%
IWD iShares Russell 1000 Value ETF 0.1%
Value $537K Shares 3,524 Est. Cost $152.38 Unrealized
FSGS First Trust Small Cap US Equity Select 0.1%
Value $537K Shares 20,238 Est. Cost $25.35 Unrealized
GDX VanEck Gold Miners ETF 0.1%
Value $525K Shares 16,232 Est. Cost $28.39 Unrealized
IVOL Quadratic Intrst Rt Vol & Infl H ETF 0.1%
Value $520K Shares 21,968 Est. Cost $23.67 Unrealized
UPS United Parcel Service Inc 0.1%
Value $519K Shares 2,674 Est. Cost $149.35 Unrealized +5.9%
VDE Vanguard Energy 0.1%
Value $516K Shares 4,519 Est. Cost $113.37 Unrealized
BIBL Inspire100 ETF 0.1%
Value $514K Shares 16,353 Est. Cost $32.70 Unrealized
XMAR FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF 0.1%
Value $514K Shares 16,938 Est. Cost $30.35 Unrealized
PHYS Sprott Physical Gold Units 0.1%
Value $511K Shares 33,070 Est. Cost $14.29 Unrealized
ORCL Oracle Corporation 0.1%
Value $510K Shares 5,484 Est. Cost $75.05 Unrealized +13.0%
SRLN SPDR Blackstone / GSO Senior Loan ETF 0.1%
Value $507K Shares 12,218 Est. Cost $42.16 Unrealized
MO Altria Group Inc 0.1%
Value $498K Shares 11,171 Est. Cost $36.99 Unrealized -1.9%
BOND PIMCO Total Return Active ETF 0.1%
Value $490K Shares 5,285 Est. Cost $96.68 Unrealized
PIMCO Strategic Income Fund Inc 0.1%
Value $482K Shares 76,278 Est. Cost $4.94 Unrealized
FDX FedEx Corp 0.1%
Value $477K Shares 2,086 Est. Cost $214.90 Unrealized -11.3%
KO Coca Cola Company 0.1%
Value $477K Shares 7,691 Est. Cost $54.87 Unrealized +1.0%
VNQ Vanguard Real Estate 0.1%
Value $468K Shares 5,641 Est. Cost $101.57 Unrealized
VONG Vanguard Russell 1000 Growth 0.1%
Value $467K Shares 7,434 Est. Cost $67.95 Unrealized
HYLS First Trust High Yield Long/Short 0.1%
Value $465K Shares 11,707 Est. Cost $40.17 Unrealized
SMBK SmartFinancial Inc 0.1%
Value $464K Shares 20,048 Est. Cost $26.47 Unrealized -1.5%
FITB Fifth Third Bancorp 0.1%
Value $462K Shares 17,190 Est. Cost $29.42 Unrealized 0.0%
WST West Pharm Srvc Inc 0.1%
Value $458K Shares 1,318 Est. Cost $290.04 Unrealized 0.0%
FTA First Trust Large Cap Value AlphaDex Fund 0.1%
Value $456K Shares 6,865 Est. Cost $66.99 Unrealized
AOM iShares Core Moderate Allocation ETF 0.1%
Value $455K Shares 11,411 Est. Cost $39.87 Unrealized
BUFR First Trust CBOE Vest Fund of Buffer ETF 0.1%
Value $452K Shares 19,268 Est. Cost $22.63 Unrealized
PDEC Innovator US Equity Power Buffer ETF - December 0.1%
Value $451K Shares 14,355 Est. Cost $29.92 Unrealized
FTEC Fidelity MSCI Information Technology Index 0.1%
Value $451K Shares 3,950 Est. Cost $103.18 Unrealized
POCT Innovator US Equity Power Buffer ETF - October 0.1%
Value $445K Shares 14,058 Est. Cost $30.08 Unrealized
AOK iShares Core Conservative Allocation 0.1%
Value $443K Shares 12,660 Est. Cost $34.83 Unrealized
XLV SPDR Health Care Select Sector 0.1%
Value $441K Shares 3,405 Est. Cost $138.91 Unrealized
IXUS iShares Core MSCI Total International Stock ETF 0.1%
Value $439K Shares 7,085 Est. Cost $60.25 Unrealized
BKNG Booking Holdings Inc 0.1%
Value $438K Shares 165 Est. Cost $2287.97 Unrealized +4.6%
MUNI PIMCO ETF Trust Inter Muni Bd Strategy Fd 0.1%
Value $435K Shares 8,322 Est. Cost $52.27 Unrealized
KR Kroger Company 0.1%
Value $433K Shares 8,770 Est. Cost $45.34 Unrealized -5.4%
EDOW First Tr Exchange Traded Fd Dow 30 Equal Weight Etf 0.1%
Value $425K Shares 14,381 Est. Cost $28.82 Unrealized
SPIB SPDR Portfolio Interm Term Corp Bd ETF 0.1%
Value $425K Shares 13,096 Est. Cost $32.41 Unrealized
ICVT iShares Convertible Bond ETF 0.1%
Value $421K Shares 5,799 Est. Cost $72.60 Unrealized
IBTE Ishares Ibonds Dec 2024 Term Treasury Etf 0.1%
Value $421K Shares 16,868 Est. Cost $24.96 Unrealized
BWX SPDR Bloomberg Barclays International Treasury Bond ETF 0.1%
Value $420K Shares 18,151 Est. Cost $24.19 Unrealized
NOC Northrop Grumman Corp 0.1%
Value $417K Shares 902 Est. Cost $485.50 Unrealized -9.0%
CRM Salesforce Inc 0.1%
Value $417K Shares 2,087 Est. Cost $165.31 Unrealized +1.0%
HISF First Trust Strategic Income 0.1%
Value $415K Shares 9,326 Est. Cost $44.50 Unrealized
NFLX Netflix Inc 0.1%
Value $414K Shares 1,199 Est. Cost $36.16 Unrealized -8.5%
EMB iShares JP Morgan USD Emerging Mrkts Bond ETF 0.1%
Value $413K Shares 4,791 Est. Cost $86.20 Unrealized
LLY Eli Lilly and Company 0.1%
Value $411K Shares 1,197 Est. Cost $278.46 Unrealized +18.5%
DVN Devon Energy Corporation 0.1%
Value $410K Shares 8,089 Est. Cost $53.25 Unrealized -5.0%
URI United Rentals Inc 0.1%
Value $409K Shares 1,032 Est. Cost $407.64 Unrealized 0.0%
DWLD Davis Fundamental Select Worldwide ETF 0.1%
Value $409K Shares 15,484 Est. Cost $26.41 Unrealized
AMD Advanced Micro Devices 0.1%
Value $406K Shares 4,129 Est. Cost $81.38 Unrealized 0.0%
BTI British American TOB Spns ADR 0.1%
Value $403K Shares 11,473 Est. Cost $42.13 Unrealized
RSP Invesco S&P 500 Equal Weight 0.1%
Value $402K Shares 2,783 Est. Cost $151.59 Unrealized
CION CION Investment Corporation 0.1%
Value $397K Shares 40,234 Est. Cost $5.96 Unrealized +12.6%
FV First Trust Dorsey Wright Focus 5 0.1%
Value $396K Shares 8,792 Est. Cost $46.40 Unrealized
UCON First Trust TCW Unconstrained Pls Bd ETF 0.1%
Value $393K Shares 16,252 Est. Cost $24.18 Unrealized
DIA SPDR Dow Jones Industrial Average 0.1%
Value $391K Shares 1,175 Est. Cost $333.51 Unrealized
INTC Intel Corp 0.1%
Value $390K Shares 11,947 Est. Cost $36.41 Unrealized -24.4%
FPE First Trust Pfd Securities & Inc ETF 0.1%
Value $388K Shares 24,289 Est. Cost $16.80 Unrealized
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 0.1%
Value $388K Shares 27,300 Est. Cost $14.21 Unrealized
GILD Gilead Sciences Inc 0.1%
Value $386K Shares 4,655 Est. Cost $70.79 Unrealized +5.5%
PFEB Innovator S&P 500 Power Buffer ETF - February 0.1%
Value $386K Shares 13,195 Est. Cost $29.25 Unrealized
MRK Merck & Co Inc 0.1%
Value $383K Shares 3,601 Est. Cost $76.60 Unrealized +28.8%
Ishares Ibonds Dec 2023 Term Treasury Etf 0.1%
Value $379K Shares 15,275 Est. Cost $24.73 Unrealized
DJUL First Tr Exchng Traded Fd Viii Cboe Vest Us Eqt 0.1%
Value $377K Shares 11,300 Est. Cost $33.97 Unrealized
BFEB Innovator S&P 500 Buffer February 0.1%
Value $375K Shares 11,737 Est. Cost $31.95 Unrealized
PLD ProLogis Inc 0.1%
Value $369K Shares 2,937 Est. Cost $111.93 Unrealized 0.0%
FANG Diamondback Energy Inc 0.1%
Value $368K Shares 2,707 Est. Cost $123.77 Unrealized 0.0%
AVGO Broadcom Inc 0.1%
Value $367K Shares 572 Est. Cost $48.34 Unrealized +19.1%
DINT Davis Fundamental Select Intl Etf 0.1%
Value $359K Shares 19,532 Est. Cost $18.38 Unrealized
PWB Invesco Dynamic Large Cap Growth 0.1%
Value $359K Shares 5,518 Est. Cost $65.06 Unrealized
MCD McDonald's Corporation 0.1%
Value $354K Shares 1,267 Est. Cost $233.40 Unrealized +7.3%
Pioneer Natural Resources Co 0.1%
Value $349K Shares 1,702 Est. Cost $240.50 Unrealized
TPIF Timothy Plan International ETF 0.1%
Value $347K Shares 13,901 Est. Cost $24.96 Unrealized
RPV Invesco S&P 500 Pure Value 0.1%
Value $347K Shares 4,573 Est. Cost $77.63 Unrealized
CVS CVS Health Corp 0.1%
Value $336K Shares 4,516 Est. Cost $88.66 Unrealized -15.2%
ISMD Inspire Small/Mid Cap ETF 0.1%
Value $334K Shares 10,771 Est. Cost $31.90 Unrealized
AMGN Amgen Inc 0.1%
Value $333K Shares 1,378 Est. Cost $211.47 Unrealized +5.9%
DE Deere & Company 0.1%
Value $332K Shares 805 Est. Cost $326.53 Unrealized +21.6%
NOCT Innovator Growth - 100 Buffer ETF - Oct 0.1%
Value $332K Shares 8,483 Est. Cost $35.06 Unrealized
PSLV Sprott Physical Silver Unit 0.1%
Value $332K Shares 39,678 Est. Cost $8.31 Unrealized
NXTG First Trust Index NextG 0.1%
Value $325K Shares 4,679 Est. Cost $61.04 Unrealized
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF 0.1%
Value $324K Shares 12,442 Est. Cost $26.04 Unrealized
JAVA JPMorgan Active Value ETF 0.1%
Value $323K Shares 6,271 Est. Cost $51.26 Unrealized
DOW Dow Inc 0.1%
Value $322K Shares 5,876 Est. Cost $46.90 Unrealized +0.9%
FTNT Fortinet Inc 0.1%
Value $319K Shares 4,728 Est. Cost $56.85 Unrealized 0.0%
NOW ServiceNow Inc 0.1%
Value $316K Shares 679 Est. Cost $87.09 Unrealized 0.0%
SCHF Schwab International Equity 0.1%
Value $315K Shares 9,049 Est. Cost $32.71 Unrealized
VLUE iShares MSCI USA Value Factor 0.1%
Value $315K Shares 3,397 Est. Cost $92.73 Unrealized
FDN First Trust Dow Jones Internet Index 0.1%
Value $314K Shares 2,124 Est. Cost $159.61 Unrealized
PYPL PayPal Holdings Inc 0.1%
Value $314K Shares 4,130 Est. Cost $113.25 Unrealized -32.1%
BLES Inspire Global Hope Large Cap ETF 0.1%
Value $313K Shares 9,541 Est. Cost $34.85 Unrealized
ADBE Adobe Inc 0.1%
Value $312K Shares 809 Est. Cost $444.79 Unrealized -20.1%
XT iShares Exponential Technologies 0.1%
Value $312K Shares 5,927 Est. Cost $52.64 Unrealized
SHOP Shopify Inc 0.1%
Value $309K Shares 6,321 Est. Cost $44.00 Unrealized 0.0%
GD General Dynamics Corporation 0.1%
Value $305K Shares 1,337 Est. Cost $217.74 Unrealized 0.0%
FPI Farmland Partners Inc 0.0%
Value $304K Shares 25,979 Est. Cost $11.70 Unrealized
VGSH Vanguard Short-Term Treasury ETF 0.0%
Value $302K Shares 5,126 Est. Cost $57.65 Unrealized
AMAT Applied Materials Inc 0.0%
Value $301K Shares 2,447 Est. Cost $94.36 Unrealized +18.6%
FBT First Trust NYSE Arca Biotech Index Fd 0.0%
Value $301K Shares 1,943 Est. Cost $73.89 Unrealized
PANW Palo Alto Networks Com 0.0%
Value $300K Shares 1,498 Est. Cost $84.74 Unrealized 0.0%
ZBRA Zebra Technologies Corp 0.0%
Value $299K Shares 936 Est. Cost $302.16 Unrealized 0.0%
TPSC Timothy Plan US Small Cap Core ETF 0.0%
Value $299K Shares 9,255 Est. Cost $32.31 Unrealized
MANH Manhattan Associates Inc 0.0%
Value $298K Shares 1,914 Est. Cost $137.65 Unrealized 0.0%
SBUX Starbucks Corp 0.0%
Value $297K Shares 2,849 Est. Cost $89.16 Unrealized +8.9%
QQQM Invesco Exchange Traded Fd Tr Ii Nasdaq 100 Etf 0.0%
Value $296K Shares 2,239 Est. Cost $132.20 Unrealized
STZ Constellation Brands Inc 0.0%
Value $293K Shares 1,297 Est. Cost $226.15 Unrealized -6.7%
IEI iShares 3-7 Year Treasury Bond ETF 0.0%
Value $293K Shares 2,479 Est. Cost $114.17 Unrealized
BMAR Innovator S&P 500 Buffer ETF - March 0.0%
Value $291K Shares 8,401 Est. Cost $34.64 Unrealized
SCHW Charles Schwab Corp 0.0%
Value $290K Shares 5,534 Est. Cost $70.22 Unrealized 0.0%
VDC Vanguard Consumer Staples 0.0%
Value $288K Shares 1,489 Est. Cost $201.89 Unrealized
NEE NextEra Energy Inc 0.0%
Value $286K Shares 3,704 Est. Cost $70.65 Unrealized 0.0%
CTAS Cintas Corp 0.0%
Value $285K Shares 615 Est. Cost $107.49 Unrealized 0.0%
HYS PIMCO 0-5 Year High Yield Corporate Bond 0.0%
Value $284K Shares 3,109 Est. Cost $89.34 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value $283K Shares 4,316 Est. Cost $64.63 Unrealized
PEP Pepsico Incorporated 0.0%
Value $282K Shares 1,545 Est. Cost $152.39 Unrealized +4.1%
ACWV iShares Edge MSCI Min Vol Global ETF 0.0%
Value $281K Shares 2,908 Est. Cost $106.52 Unrealized
BUFG First Tr Exchange Traded Fd Viii Cboe Vest Buffered Allocation Growth Etf 0.0%
Value $280K Shares 14,790 Est. Cost $19.45 Unrealized
ASML ASML Holding NV 0.0%
Value $279K Shares 410 Est. Cost $680.49 Unrealized
WLK Westlake Corp 0.0%
Value $279K Shares 2,384 Est. Cost $109.37 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value $269K Shares 941 Est. Cost $247.76 Unrealized +4.0%
BNDX Vanguard Total International Bond Index ETF 0.0%
Value $269K Shares 5,502 Est. Cost $48.89 Unrealized
GE General Electric Company 0.0%
Value $267K Shares 2,790 Est. Cost $47.92 Unrealized +37.5%
GRID First Tr Nasdaq Clean Edge Smart Grid Infrastructure Index 0.0%
Value $266K Shares 2,722 Est. Cost $97.72 Unrealized
FCX Freeport McMoran Inc 0.0%
Value $264K Shares 6,455 Est. Cost $39.99 Unrealized 0.0%
VYM Vanguard High Dividend Yield 0.0%
Value $263K Shares 2,491 Est. Cost $108.95 Unrealized
TFC Truist Financial Corp 0.0%
Value $261K Shares 7,644 Est. Cost $47.74 Unrealized -21.9%
FDD First Trust Stoxx European Select Dividend Income Fund 0.0%
Value $260K Shares 22,293 Est. Cost $12.22 Unrealized
KLAC KLA Corp 0.0%
Value $257K Shares 641 Est. Cost $383.34 Unrealized 0.0%
TXG 10X GENOMICS INC CL A 0.0%
Value $257K Shares 4,605 Est. Cost $46.70 Unrealized 0.0%
BP BP PLC 0.0%
Value $256K Shares 6,735 Est. Cost $38.15 Unrealized
DHR Danaher Corp 0.0%
Value $255K Shares 1,013 Est. Cost $227.96 Unrealized -1.7%
PMAR Innovator S&P 500 Power Buffer ETF - March 0.0%
Value $255K Shares 7,912 Est. Cost $32.23 Unrealized
F Ford Motor Company 0.0%
Value $254K Shares 20,153 Est. Cost $13.84 Unrealized -26.3%
HON Honeywell International 0.0%
Value $253K Shares 1,324 Est. Cost $171.49 Unrealized +3.0%
VLO Valero Energy Corp 0.0%
Value $253K Shares 1,814 Est. Cost $123.00 Unrealized 0.0%
FCOR Fidelity Merrimack Corporate Bd 0.0%
Value $253K Shares 5,481 Est. Cost $47.45 Unrealized
GNRC Generac Holdings Inc. 0.0%
Value $252K Shares 2,309 Est. Cost $115.68 Unrealized 0.0%
NET Cloudflare Inc Com Cl A 0.0%
Value $252K Shares 4,029 Est. Cost $54.68 Unrealized 0.0%
SJM J. M. Smucker Company 0.0%
Value $251K Shares 1,597 Est. Cost $137.05 Unrealized 0.0%
BA Boeing Co 0.0%
Value $251K Shares 1,184 Est. Cost $172.38 Unrealized +20.5%
SAIC Science Applications Intl Corp 0.0%
Value $250K Shares 2,307 Est. Cost $105.44 Unrealized 0.0%
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value $250K Shares 3,438 Est. Cost $75.44 Unrealized
DAUG FT CBOE Vest US Equity Deep Bfr ETF Aug 0.0%
Value $249K Shares 7,747 Est. Cost $32.33 Unrealized
JSML Janus Small Cap Growth Alpha 0.0%
Value $249K Shares 4,961 Est. Cost $50.69 Unrealized
VEEV Veeva Systems Inc 0.0%
Value $248K Shares 1,342 Est. Cost $170.59 Unrealized 0.0%
HROW Harrow Health Inc 0.0%
Value $247K Shares 11,668 Est. Cost $17.05 Unrealized 0.0%
RY Royal Bank of Canada 0.0%
Value $247K Shares 2,588 Est. Cost $94.40 Unrealized +5.0%
FSMB First Trust Short Dur Mgd Muncpl ETF 0.0%
Value $247K Shares 12,430 Est. Cost $19.87 Unrealized
Magellan Midstream Partners LP 0.0%
Value $244K Shares 4,503 Est. Cost $50.62 Unrealized
NTR Nutrien Ltd 0.0%
Value $244K Shares 3,264 Est. Cost $69.94 Unrealized 0.0%
MMM 3M Company 0.0%
Value $241K Shares 2,297 Est. Cost $104.30 Unrealized -18.6%
NWL Newell Brands Inc 0.0%
Value $237K Shares 17,667 Est. Cost $12.43 Unrealized 0.0%
FEP First Trust Europe AlphaDEX 0.0%
Value $233K Shares 6,695 Est. Cost $32.11 Unrealized
UI Ubiquiti Inc 0.0%
Value $233K Shares 854 Est. Cost $276.63 Unrealized 0.0%
DIVI Franklin Libertyq Intl Equity Hedged Etf 0.0%
Value $233K Shares 8,091 Est. Cost $26.70 Unrealized
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value $233K Shares 1,688 Est. Cost $115.66 Unrealized 0.0%
SHW Sherwin Williams Co 0.0%
Value $231K Shares 1,027 Est. Cost $222.97 Unrealized 0.0%
Bunge Ltd 0.0%
Value $231K Shares 2,396 Est. Cost $96.41 Unrealized
ROBT Ft Nasdaq Artifc Intel Robtic Etf Iv 0.0%
Value $230K Shares 5,268 Est. Cost $43.66 Unrealized
HELE Helen of Troy Corp 0.0%
Value $230K Shares 2,389 Est. Cost $107.04 Unrealized 0.0%
EMLP First Trust North American Energy Infrastructure Fund ETF 0.0%
Value $228K Shares 8,570 Est. Cost $26.59 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value $227K Shares 1,477 Est. Cost $160.89 Unrealized
OILK Proshares K-1 Free Crude Etf 0.0%
Value $226K Shares 5,191 Est. Cost $43.54 Unrealized
JIRE J P Morgan Exchange-Traded Fd Tr International Resh Enhanced Equity 0.0%
Value $225K Shares 4,094 Est. Cost $54.96 Unrealized
CHE Chemed Corp 0.0%
Value $224K Shares 417 Est. Cost $504.69 Unrealized 0.0%
RTX Raytheon Technologies Corp 0.0%
Value $224K Shares 2,283 Est. Cost $92.29 Unrealized 0.0%
RSPU Invesco S&P 500 Equal Weight Utilities 0.0%
Value $224K Shares 1,977 Est. Cost $116.40 Unrealized
OKE Oneok Inc 0.0%
Value $224K Shares 3,467 Est. Cost $57.32 Unrealized 0.0%
MUST Columbia Multi-Sector Municipal Inc 0.0%
Value $223K Shares 10,836 Est. Cost $20.19 Unrealized
SGOV iShares 0-3 Month Treasury Bond ETF 0.0%
Value $223K Shares 2,195 Est. Cost $100.71 Unrealized
TWLO Twilio Inc Cl A 0.0%
Value $221K Shares 3,318 Est. Cost $61.68 Unrealized 0.0%
ETN Eaton Corp PLC 0.0%
Value $221K Shares 1,289 Est. Cost $160.16 Unrealized 0.0%
QUAL iShares MSCI USA Quality Factor ETF 0.0%
Value $221K Shares 1,781 Est. Cost $124.09 Unrealized
DAR Darling Ingredients Inc 0.0%
Value $220K Shares 3,700 Est. Cost $62.86 Unrealized 0.0%
BUD Anheuser-Busch InBev 0.0%
Value $220K Shares 3,303 Est. Cost $60.12 Unrealized
ENB Enbridge Inc 0.0%
Value $217K Shares 5,691 Est. Cost $31.85 Unrealized +1.9%
KOMP SPDR Kensho New Economies Compos ETF 0.0%
Value $216K Shares 5,070 Est. Cost $42.60 Unrealized
BIV Vanguard Intermediate Term Bond 0.0%
Value $214K Shares 2,758 Est. Cost $77.59 Unrealized
BUFT First Tr Exchange Traded Fd Viii Cboe Vest Buffered Allocation Defensive Etf 0.0%
Value $214K Shares 11,261 Est. Cost $19.00 Unrealized
PBF PBF Energy Inc 0.0%
Value $214K Shares 4,925 Est. Cost $42.12 Unrealized 0.0%
BSV Vanguard Short-Term Bond Index ETF 0.0%
Value $213K Shares 2,786 Est. Cost $76.45 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value $212K Shares 4,426 Est. Cost $47.50 Unrealized
MMSI Merit Medical Sys Inc 0.0%
Value $211K Shares 2,848 Est. Cost $70.16 Unrealized 0.0%
NKE Nike Inc Class B 0.0%
Value $210K Shares 1,712 Est. Cost $116.69 Unrealized 0.0%
NXST Nexstar Media Group Inc 0.0%
Value $210K Shares 1,209 Est. Cost $163.45 Unrealized 0.0%
FOLD Amicus Therapeutics Inc 0.0%
Value $210K Shares 17,384 Est. Cost $12.33 Unrealized 0.0%
DEED First Trust TCW Securitized Plus ETF 0.0%
Value $208K Shares 9,577 Est. Cost $21.10 Unrealized
ZTS Zoetis Inc 0.0%
Value $207K Shares 1,244 Est. Cost $159.02 Unrealized 0.0%
FLSP Franklin Liberty Systematic Sty Prm ETF 0.0%
Value $206K Shares 9,677 Est. Cost $21.29 Unrealized
ENPH Enphase Energy Inc 0.0%
Value $204K Shares 966 Est. Cost $216.60 Unrealized 0.0%
CMG Chipotle Mexican Grill 0.0%
Value $204K Shares 119 Est. Cost $31.42 Unrealized 0.0%
VPU Vanguard Utilities ETF 0.0%
Value $204K Shares 1,378 Est. Cost $143.95 Unrealized
UMAR Innovator S&P 500 Ultra Buffer ETF - March 0.0%
Value $203K Shares 6,919 Est. Cost $29.34 Unrealized
BR Broadridge Financial Solutions 0.0%
Value $203K Shares 1,385 Est. Cost $136.28 Unrealized 0.0%
SDVY First Trust SMID Cp Rising Div Achv ETF 0.0%
Value $202K Shares 7,588 Est. Cost $26.62 Unrealized
FDT First Trust Developed Markes Ex-US Alphadex 0.0%
Value $201K Shares 3,956 Est. Cost $50.81 Unrealized
EPD Enterprise Products Partners LP 0.0%
Value $201K Shares 7,757 Est. Cost $25.91 Unrealized
ProShares Short QQQ 0.0%
Value $201K Shares 16,500 Est. Cost $12.18 Unrealized
MPLX MPLX LP 0.0%
Value $201K Shares 5,833 Est. Cost $34.46 Unrealized
FNOV First Trust CBOE Vest US Equity Buffer ETF November 0.0%
Value $200K Shares 5,325 Est. Cost $37.56 Unrealized
BBY Best Buy Inc 0.0%
Value $200K Shares 2,560 Est. Cost $71.44 Unrealized 0.0%
WBD Warner Bros Discovery Inc Series A 0.0%
Value $181K Shares 11,989 Est. Cost $11.29 Unrealized +26.1%
Daseke Inc 0.0%
Value $174K Shares 22,470 Est. Cost $5.70 Unrealized
MFIC Midcap Financial Investment Corp 0.0%
Value $160K Shares 14,033 Est. Cost $7.81 Unrealized +7.6%
OBDC Owl Rock Capital Corp 0.0%
Value $156K Shares 12,360 Est. Cost $9.15 Unrealized 0.0%
WHF Whitehorse Finance Inc 0.0%
Value $153K 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 $152K Shares 10,431 Est. Cost $14.57 Unrealized
PGX Invesco Preferred ETF 0.0%
Value $133K Shares 11,600 Est. Cost $11.21 Unrealized
CCL Carnival Corp 0.0%
Value $126K Shares 12,447 Est. Cost $13.91 Unrealized -25.5%
OFS OFS Cap Corp 0.0%
Value $103K Shares 10,000 Est. Cost $9.79 Unrealized +2.9%
Assertio Hldgs Inc 0.0%
Value $70,000 Shares 11,000 Est. Cost $4.49 Unrealized
Liberty All Star Growth Fund Inc 0.0%
Value $70,000 Shares 11,185 Est. Cost $4.93 Unrealized
Nutex Health Inc 0.0%
Value $28,000 Shares 28,000 Est. Cost $1.00 Unrealized
Sab Biotherapeutics Inc 0.0%
Value $23,000 Shares 51,891 Est. Cost $0.60 Unrealized
ZOMDF Zomedica Corp 0.0%
Value $12,000 Shares 58,743 Est. Cost $0.33 Unrealized -25.0%