Insight Advisors, LLC/ PA Diversified Active

CIK: 0001844880 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Jun 2, 2022

Total Value ($000): $333,678 (100.0% shares, 0.0% debt)

Holdings (316)

AAPL APPLE INC 6.7%
Value ($000) $22,261 Shares 127,490 Est. Cost $118.83 Unrealized +38.7%
AMZN AMAZON COM INC 3.2%
Value ($000) $10,606 Shares 3,254 Est. Cost $160.01 Unrealized -3.4%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $6,576 Shares 24,099 Est. Cost $16.15 Unrealized +55.0%
MSFT MICROSOFT CORP 1.9%
Value ($000) $6,322 Shares 20,506 Est. Cost $213.44 Unrealized +36.5%
GOOGL ALPHABET INC 1.9%
Value ($000) $6,200 Shares 2,229 Est. Cost $98.22 Unrealized +37.3%
TSLA TESLA INC 1.7%
Value ($000) $5,717 Shares 5,305 Est. Cost $196.47 Unrealized +58.5%
VIG VANGUARD SPECIALIZED FUNDS 1.7%
Value ($000) $5,529 Shares 34,098 Est. Cost $144.06 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.5%
Value ($000) $5,062 Shares 119,659 Est. Cost $38.87 Unrealized
VUG VANGUARD INDEX FDS 1.4%
Value ($000) $4,728 Shares 16,441 Est. Cost $253.33 Unrealized
NOBL PROSHARES TR 1.3%
Value ($000) $4,431 Shares 46,682 Est. Cost $86.38 Unrealized
REGL PROSHARES TR 1.3%
Value ($000) $4,317 Shares 59,728 Est. Cost $70.98 Unrealized
SMDV PROSHARES TR 1.2%
Value ($000) $4,141 Shares 64,103 Est. Cost $62.35 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $4,008 Shares 11,056 Est. Cost $397.89 Unrealized
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $3,975 Shares 34,370 Est. Cost $202.91 Unrealized -34.6%
EPS WISDOMTREE TR 1.2%
Value ($000) $3,958 Shares 81,847 Est. Cost $48.62 Unrealized
DGRW WISDOMTREE TR 1.1%
Value ($000) $3,699 Shares 58,093 Est. Cost $54.24 Unrealized
DJP BARCLAYS BANK PLC 1.1%
Value ($000) $3,667 Shares 99,358 Est. Cost $27.47 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $3,524 Shares 74,893 Est. Cost $47.84 Unrealized
SCHG SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,317 Shares 44,331 Est. Cost $114.64 Unrealized
FTLS FIRST TR EXCH TRADED FD III 1.0%
Value ($000) $3,192 Shares 62,973 Est. Cost $47.43 Unrealized
IVV ISHARES TR 0.9%
Value ($000) $3,042 Shares 6,704 Est. Cost $376.42 Unrealized
SIGI SELECTIVE INS GROUP INC 0.9%
Value ($000) $3,038 Shares 33,995 Est. Cost $55.25 Unrealized +38.2%
SPDW SPDR INDEX SHS FDS 0.9%
Value ($000) $2,954 Shares 86,181 Est. Cost $36.44 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $2,706 Shares 5,991 Est. Cost $393.69 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $2,698 Shares 18,254 Est. Cost $118.98 Unrealized
USMF WISDOMTREE TR 0.8%
Value ($000) $2,606 Shares 63,621 Est. Cost $40.89 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $2,560 Shares 23,412 Est. Cost $85.45 Unrealized +39.7%
NFLX NETFLIX INC 0.7%
Value ($000) $2,500 Shares 6,674 Est. Cost $50.70 Unrealized -17.9%
SPIP SPDR SER TR 0.7%
Value ($000) $2,449 Shares 80,940 Est. Cost $31.20 Unrealized
BX BLACKSTONE INC 0.7%
Value ($000) $2,341 Shares 18,446 Est. Cost $55.41 Unrealized +93.5%
XSOE WISDOMTREE TR 0.7%
Value ($000) $2,261 Shares 69,232 Est. Cost $39.22 Unrealized
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $2,160 Shares 9,693 Est. Cost $212.09 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,073 Shares 13,568 Est. Cost $126.61 Unrealized +12.3%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,021 Shares 11,404 Est. Cost $130.74 Unrealized +16.1%
IGLD FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,999 Shares 93,730 Est. Cost $21.04 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,964 Shares 6,560 Est. Cost $242.89 Unrealized +29.3%
VBK VANGUARD INDEX FDS 0.6%
Value ($000) $1,906 Shares 7,682 Est. Cost $267.72 Unrealized
DON WISDOMTREE TR 0.5%
Value ($000) $1,794 Shares 40,379 Est. Cost $43.64 Unrealized
DLS WISDOMTREE TR 0.5%
Value ($000) $1,771 Shares 25,807 Est. Cost $71.29 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.5%
Value ($000) $1,761 Shares 35,036 Est. Cost $50.71 Unrealized
BAC BK OF AMERICA CORP 0.5%
Value ($000) $1,731 Shares 42,008 Est. Cost $33.83 Unrealized +20.6%
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,725 Shares 28,975 Est. Cost $59.95 Unrealized
HERO GLOBAL X FDS 0.5%
Value ($000) $1,679 Shares 66,910 Est. Cost $30.10 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,670 Shares 20,354 Est. Cost $64.88 Unrealized +7.7%
ARKG ARK ETF TR 0.5%
Value ($000) $1,668 Shares 36,306 Est. Cost $93.16 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,659 Shares 9,916 Est. Cost $130.47 Unrealized +13.8%
META META PLATFORMS INC 0.5%
Value ($000) $1,627 Shares 7,314 Est. Cost $274.30 Unrealized -9.5%
SPIB SPDR SER TR 0.5%
Value ($000) $1,620 Shares 47,439 Est. Cost $37.04 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $1,613 Shares 8,928 Est. Cost $178.98 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.5%
Value ($000) $1,598 Shares 5,797 Est. Cost $230.08 Unrealized
WCLD WISDOMTREE TR 0.5%
Value ($000) $1,586 Shares 38,797 Est. Cost $56.29 Unrealized
WISDOMTREE TR 0.5%
Value ($000) $1,585 Shares 42,748 Est. Cost $46.74 Unrealized
AGGY WISDOMTREE TR 0.5%
Value ($000) $1,567 Shares 32,739 Est. Cost $53.35 Unrealized
VOE VANGUARD INDEX FDS 0.5%
Value ($000) $1,550 Shares 10,356 Est. Cost $119.29 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $1,547 Shares 6,256 Est. Cost $202.15 Unrealized +12.7%
VGT VANGUARD WORLD FDS 0.5%
Value ($000) $1,507 Shares 3,618 Est. Cost $363.22 Unrealized
F FORD MTR CO DEL 0.5%
Value ($000) $1,507 Shares 89,115 Est. Cost $9.33 Unrealized +56.0%
BUG GLOBAL X FDS 0.5%
Value ($000) $1,502 Shares 47,802 Est. Cost $31.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,501 Shares 4,253 Est. Cost $227.18 Unrealized +42.4%
WMT WALMART INC 0.4%
Value ($000) $1,495 Shares 10,036 Est. Cost $44.90 Unrealized -0.7%
ZIM ZIM INTEGRATED SHIPPING SERV 0.4%
Value ($000) $1,487 Shares 20,453 Est. Cost $60.79 Unrealized +13.8%
ARKF ARK ETF TR 0.4%
Value ($000) $1,477 Shares 50,856 Est. Cost $44.79 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,439 Shares 7,696 Est. Cost $106.44 Unrealized +61.4%
MP MP MATERIALS CORP 0.4%
Value ($000) $1,430 Shares 24,935 Est. Cost $41.13 Unrealized +7.0%
PROSHARES TR 0.4%
Value ($000) $1,410 Shares 41,882 Est. Cost $33.67 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,354 Shares 8,409 Est. Cost $179.68 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,335 Shares 5,869 Est. Cost $147.45 Unrealized +33.5%
USAI PACER FDS TR 0.4%
Value ($000) $1,332 Shares 46,357 Est. Cost $25.59 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,311 Shares 27,509 Est. Cost $48.89 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $1,297 Shares 16,984 Est. Cost $64.84 Unrealized
DWMF WISDOMTREE TR 0.4%
Value ($000) $1,271 Shares 50,516 Est. Cost $26.51 Unrealized
ARKK ARK ETF TR 0.4%
Value ($000) $1,235 Shares 18,631 Est. Cost $124.01 Unrealized
CWH CAMPING WORLD HLDGS INC 0.4%
Value ($000) $1,224 Shares 43,790 Est. Cost $30.34 Unrealized -11.8%
GOOG ALPHABET INC 0.4%
Value ($000) $1,223 Shares 438 Est. Cost $87.72 Unrealized +53.8%
DE DEERE & CO 0.4%
Value ($000) $1,198 Shares 2,883 Est. Cost $288.49 Unrealized +25.8%
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,190 Shares 24,313 Est. Cost $48.95 Unrealized
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,187 Shares 24,498 Est. Cost $23.04 Unrealized +110.5%
BLACKROCK INC 0.3%
Value ($000) $1,162 Shares 1,520 Est. Cost $768.30 Unrealized
FISKER INC 0.3%
Value ($000) $1,162 Shares 90,103 Est. Cost $14.60 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,133 Shares 1,968 Est. Cost $369.93 Unrealized +35.4%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,131 Shares 22,205 Est. Cost $43.57 Unrealized -4.8%
IHDG WISDOMTREE TR 0.3%
Value ($000) $1,108 Shares 25,801 Est. Cost $39.33 Unrealized
DGS WISDOMTREE TR 0.3%
Value ($000) $1,106 Shares 20,748 Est. Cost $50.31 Unrealized
FALN ISHARES TR 0.3%
Value ($000) $1,095 Shares 39,442 Est. Cost $29.50 Unrealized
NEW YORK CMNTY BANCORP INC 0.3%
Value ($000) $1,085 Shares 101,170 Est. Cost $11.30 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,082 Shares 6,151 Est. Cost $143.11 Unrealized
SPYD SPDR SER TR 0.3%
Value ($000) $1,082 Shares 24,612 Est. Cost $34.18 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $1,057 Shares 15,093 Est. Cost $48.92 Unrealized +18.6%
V VISA INC 0.3%
Value ($000) $1,054 Shares 4,751 Est. Cost $202.68 Unrealized +3.6%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,023 Shares 4,591 Est. Cost $177.29 Unrealized +10.2%
SMLV SPDR SER TR 0.3%
Value ($000) $1,016 Shares 8,902 Est. Cost $98.04 Unrealized
SPYM SPDR SER TR 0.3%
Value ($000) $1,010 Shares 19,002 Est. Cost $47.77 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,008 Shares 6,217 Est. Cost $104.17 Unrealized +21.3%
ONEO SPDR SER TR 0.3%
Value ($000) $998 Shares 9,948 Est. Cost $89.60 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $997 Shares 7,559 Est. Cost $130.93 Unrealized +1.5%
TZA DIREXION SHS ETF TR 0.3%
Value ($000) $986 Shares 32,180 Est. Cost $30.64 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $965 Shares 4,457 Est. Cost $140.27 Unrealized +31.5%
SPLB SPDR SER TR 0.3%
Value ($000) $964 Shares 34,677 Est. Cost $32.98 Unrealized
PLBY PLBY GROUP INC 0.3%
Value ($000) $958 Shares 73,180 Est. Cost $16.83 Unrealized 0.0%
SPTM SPDR SER TR 0.3%
Value ($000) $953 Shares 17,138 Est. Cost $46.07 Unrealized
SPTI SPDR SER TR 0.3%
Value ($000) $950 Shares 31,378 Est. Cost $32.96 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $925 Shares 9,336 Est. Cost $81.48 Unrealized +6.5%
NKE NIKE INC 0.3%
Value ($000) $912 Shares 6,774 Est. Cost $123.21 Unrealized +7.1%
RDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $898 Shares 18,320 Est. Cost $48.91 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $894 Shares 10,822 Est. Cost $49.98 Unrealized +35.8%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $893 Shares 11,780 Est. Cost $72.71 Unrealized -0.5%
CRM SALESFORCE COM INC 0.3%
Value ($000) $880 Shares 4,147 Est. Cost $234.89 Unrealized -9.5%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $874 Shares 2,105 Est. Cost $399.86 Unrealized
CLX CLOROX CO DEL 0.3%
Value ($000) $867 Shares 6,238 Est. Cost $152.28 Unrealized -11.5%
PRGO PERRIGO CO PLC 0.3%
Value ($000) $839 Shares 21,823 Est. Cost $38.07 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.2%
Value ($000) $834 Shares 5,156 Est. Cost $137.14 Unrealized +32.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $828 Shares 1,402 Est. Cost $463.93 Unrealized +22.5%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $826 Shares 2,312 Est. Cost $337.53 Unrealized +4.2%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $820 Shares 14,240 Est. Cost $58.34 Unrealized
AOA ISHARES TR 0.2%
Value ($000) $815 Shares 11,822 Est. Cost $67.63 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $796 Shares 5,841 Est. Cost $104.63 Unrealized +27.7%
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $780 Shares 7,287 Est. Cost $107.04 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $764 Shares 11,388 Est. Cost $56.23 Unrealized
PAVE GLOBAL X FDS 0.2%
Value ($000) $755 Shares 26,708 Est. Cost $26.80 Unrealized
CWEN CLEARWAY ENERGY INC 0.2%
Value ($000) $749 Shares 20,517 Est. Cost $22.67 Unrealized +21.5%
IJR ISHARES TR 0.2%
Value ($000) $747 Shares 6,920 Est. Cost $94.39 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $736 Shares 19,445 Est. Cost $29.85 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $729 Shares 1,429 Est. Cost $314.10 Unrealized +43.6%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $720 Shares 3,892 Est. Cost $178.60 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $711 Shares 1,142 Est. Cost $50.93 Unrealized +75.7%
IWM ISHARES TR 0.2%
Value ($000) $705 Shares 3,432 Est. Cost $201.47 Unrealized
USRT ISHARES TR 0.2%
Value ($000) $703 Shares 10,880 Est. Cost $48.96 Unrealized
IBND SPDR SER TR 0.2%
Value ($000) $689 Shares 21,606 Est. Cost $37.83 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $677 Shares 2,438 Est. Cost $241.03 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $675 Shares 2,869 Est. Cost $212.86 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $668 Shares 12,899 Est. Cost $30.36 Unrealized +39.9%
AVGO BROADCOM INC 0.2%
Value ($000) $655 Shares 1,041 Est. Cost $37.74 Unrealized +45.9%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $646 Shares 9,014 Est. Cost $65.67 Unrealized +7.9%
AMGN AMGEN INC 0.2%
Value ($000) $644 Shares 2,665 Est. Cost $196.32 Unrealized +3.6%
PAYX PAYCHEX INC 0.2%
Value ($000) $625 Shares 4,577 Est. Cost $109.83 Unrealized -0.1%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $621 Shares 7,967 Est. Cost $82.21 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $620 Shares 10,142 Est. Cost $57.33 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $618 Shares 4,960 Est. Cost $127.61 Unrealized
DBO INVESCO DB MULTI-SECTOR COMM 0.2%
Value ($000) $598 Shares 34,529 Est. Cost $17.32 Unrealized
DLN WISDOMTREE TR 0.2%
Value ($000) $596 Shares 9,070 Est. Cost $107.51 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $595 Shares 2,217 Est. Cost $236.24 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $594 Shares 5,016 Est. Cost $106.71 Unrealized +8.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $592 Shares 3,871 Est. Cost $130.24 Unrealized +17.9%
GM GENERAL MTRS CO 0.2%
Value ($000) $591 Shares 13,512 Est. Cost $50.04 Unrealized -3.7%
GOVT ISHARES TR 0.2%
Value ($000) $590 Shares 23,668 Est. Cost $27.14 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $585 Shares 1,284 Est. Cost $516.67 Unrealized -6.9%
IVE ISHARES TR 0.2%
Value ($000) $585 Shares 3,756 Est. Cost $128.93 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $583 Shares 3,700 Est. Cost $150.08 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $583 Shares 7,541 Est. Cost $72.28 Unrealized
GLOF ISHARES TR 0.2%
Value ($000) $580 Shares 15,714 Est. Cost $35.60 Unrealized
PFIG INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $576 Shares 23,329 Est. Cost $27.39 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $574 Shares 6,653 Est. Cost $78.28 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $573 Shares 14,834 Est. Cost $42.15 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $573 Shares 4,174 Est. Cost $152.25 Unrealized -7.2%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $568 Shares 1,890 Est. Cost $168.46 Unrealized +69.5%
DES WISDOMTREE TR 0.2%
Value ($000) $563 Shares 17,680 Est. Cost $28.83 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $559 Shares 4,980 Est. Cost $91.55 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $555 Shares 5,491 Est. Cost $84.98 Unrealized +8.3%
TLT ISHARES TR 0.2%
Value ($000) $550 Shares 4,161 Est. Cost $132.18 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $547 Shares 2,346 Est. Cost $41.27 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $543 Shares 5,014 Est. Cost $87.73 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $538 Shares 10,649 Est. Cost $50.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $529 Shares 4,071 Est. Cost $95.01 Unrealized +18.0%
FTHI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $528 Shares 23,057 Est. Cost $20.17 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $528 Shares 2,615 Est. Cost $151.97 Unrealized +40.4%
BA BOEING CO 0.2%
Value ($000) $524 Shares 2,734 Est. Cost $207.47 Unrealized -3.3%
USFR WISDOMTREE TR 0.2%
Value ($000) $518 Shares 10,297 Est. Cost $50.31 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $518 Shares 1,537 Est. Cost $249.03 Unrealized +27.9%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $515 Shares 3,760 Est. Cost $113.82 Unrealized
LGLV SPDR SER TR 0.2%
Value ($000) $513 Shares 3,571 Est. Cost $140.14 Unrealized
ONEY SPDR SER TR 0.2%
Value ($000) $509 Shares 5,016 Est. Cost $95.25 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $504 Shares 13,097 Est. Cost $32.89 Unrealized
LUCID GROUP INC 0.1%
Value ($000) $496 Shares 19,508 Est. Cost $30.81 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $494 Shares 56,300 Est. Cost $9.33 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $492 Shares 6,181 Est. Cost $88.18 Unrealized
WCBR WISDOMTREE TR 0.1%
Value ($000) $489 Shares 19,741 Est. Cost $24.77 Unrealized
PROSHARES TR II 0.1%
Value ($000) $488 Shares 29,470 Est. Cost $16.56 Unrealized
MDYV SPDR SER TR 0.1%
Value ($000) $486 Shares 6,910 Est. Cost $56.01 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $484 Shares 3,054 Est. Cost $141.39 Unrealized +0.8%
SLYV SPDR SER TR 0.1%
Value ($000) $482 Shares 5,785 Est. Cost $66.19 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $479 Shares 2,461 Est. Cost $166.10 Unrealized +2.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $476 Shares 6,521 Est. Cost $50.08 Unrealized +13.5%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $473 Shares 5,382 Est. Cost $77.05 Unrealized -1.0%
UNP UNION PAC CORP 0.1%
Value ($000) $471 Shares 1,726 Est. Cost $198.43 Unrealized +16.2%
MTUM ISHARES TR 0.1%
Value ($000) $470 Shares 2,793 Est. Cost $161.26 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $464 Shares 2,794 Est. Cost $138.20 Unrealized
DBE INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $456 Shares 19,765 Est. Cost $23.07 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $456 Shares 19,962 Est. Cost $8.06 Unrealized +54.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $453 Shares 4,781 Est. Cost $64.61 Unrealized +17.0%
GLOBAL X FDS 0.1%
Value ($000) $451 Shares 30,020 Est. Cost $18.98 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $450 Shares 7,326 Est. Cost $61.43 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $448 Shares 5,429 Est. Cost $119.68 Unrealized
SHAG WISDOMTREE TR 0.1%
Value ($000) $448 Shares 9,245 Est. Cost $51.40 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $442 Shares 2,718 Est. Cost $81.41 Unrealized +50.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $442 Shares 7,928 Est. Cost $38.84 Unrealized +29.4%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $438 Shares 16,974 Est. Cost $22.87 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $437 Shares 4,474 Est. Cost $115.23 Unrealized
T AT&T INC 0.1%
Value ($000) $436 Shares 18,478 Est. Cost $15.39 Unrealized -3.1%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $433 Shares 3,780 Est. Cost $117.10 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $432 Shares 2,341 Est. Cost $174.10 Unrealized 0.0%
UVSP UNIVEST FINANCIAL CORPORATIO 0.1%
Value ($000) $428 Shares 16,000 Est. Cost $17.93 Unrealized +63.9%
MOTG VANECK ETF TRUST 0.1%
Value ($000) $425 Shares 11,654 Est. Cost $36.47 Unrealized
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $422 Shares 8,589 Est. Cost $50.48 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $421 Shares 1,585 Est. Cost $241.03 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $419 Shares 6,765 Est. Cost $44.30 Unrealized +22.0%
DGRO ISHARES TR 0.1%
Value ($000) $419 Shares 7,842 Est. Cost $45.83 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $419 Shares 1,971 Est. Cost $194.69 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $413 Shares 3,016 Est. Cost $178.23 Unrealized -24.5%
XYZ BLOCK INC 0.1%
Value ($000) $407 Shares 3,007 Est. Cost $208.19 Unrealized -41.8%
SPAB SPDR SER TR 0.1%
Value ($000) $398 Shares 14,319 Est. Cost $30.62 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $396 Shares 7,422 Est. Cost $45.32 Unrealized +18.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $393 Shares 5,136 Est. Cost $57.54 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $381 Shares 3,749 Est. Cost $76.96 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $380 Shares 7,272 Est. Cost $28.75 Unrealized +29.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $378 Shares 7,869 Est. Cost $47.26 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $378 Shares 5,347 Est. Cost $52.02 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $375 Shares 3,040 Est. Cost $115.40 Unrealized -1.2%
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $375 Shares 14,383 Est. Cost $14.87 Unrealized
BBIN J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $373 Shares 6,723 Est. Cost $59.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $373 Shares 8,082 Est. Cost $50.05 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $373 Shares 7,834 Est. Cost $24.62 Unrealized +49.6%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.1%
Value ($000) $371 Shares 21,021 Est. Cost $20.19 Unrealized
DDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $364 Shares 10,839 Est. Cost $33.58 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $360 Shares 2,264 Est. Cost $133.54 Unrealized
EBAY EBAY INC. 0.1%
Value ($000) $359 Shares 6,272 Est. Cost $52.50 Unrealized +2.9%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $356 Shares 5,712 Est. Cost $60.37 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $355 Shares 3,549 Est. Cost $79.66 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $353 Shares 3,881 Est. Cost $86.27 Unrealized -0.4%
PXE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $352 Shares 12,690 Est. Cost $27.74 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $352 Shares 9,207 Est. Cost $43.81 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $349 Shares 4,125 Est. Cost $65.64 Unrealized +9.8%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $347 Shares 1,526 Est. Cost $226.64 Unrealized
DGRS WISDOMTREE TR 0.1%
Value ($000) $344 Shares 7,716 Est. Cost $46.94 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $342 Shares 4,412 Est. Cost $68.24 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $341 Shares 6,851 Est. Cost $50.65 Unrealized
SRVR PACER FDS TR 0.1%
Value ($000) $339 Shares 8,665 Est. Cost $39.12 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $336 Shares 3,909 Est. Cost $93.65 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $334 Shares 1,815 Est. Cost $203.30 Unrealized
NUGT DIREXION SHS ETF TR 0.1%
Value ($000) $329 Shares 4,650 Est. Cost $70.75 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $328 Shares 1,360 Est. Cost $131.31 Unrealized +56.0%
TFC TRUIST FINL CORP 0.1%
Value ($000) $324 Shares 5,710 Est. Cost $35.80 Unrealized +41.5%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $319 Shares 4,075 Est. Cost $84.58 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $319 Shares 6,300 Est. Cost $51.00 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $316 Shares 3,856 Est. Cost $92.88 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $312 Shares 1,765 Est. Cost $193.99 Unrealized -7.4%
DIREXION SHS ETF TR 0.1%
Value ($000) $310 Shares 16,750 Est. Cost $18.51 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $308 Shares 1,437 Est. Cost $135.35 Unrealized +30.9%
ETN EATON CORP PLC 0.1%
Value ($000) $308 Shares 2,028 Est. Cost $124.40 Unrealized +18.4%
POWA INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $298 Shares 4,239 Est. Cost $59.15 Unrealized
MMIT INDEXIQ ACTIVE ETF TR 0.1%
Value ($000) $296 Shares 11,775 Est. Cost $26.67 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $290 Shares 1,368 Est. Cost $214.19 Unrealized -10.7%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $289 Shares 1,297 Est. Cost $198.87 Unrealized 0.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $288 Shares 1,531 Est. Cost $224.47 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $284 Shares 4,665 Est. Cost $112.21 Unrealized
CSX CSX CORP 0.1%
Value ($000) $283 Shares 7,547 Est. Cost $33.49 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $282 Shares 1,222 Est. Cost $241.30 Unrealized -10.5%
IJJ ISHARES TR 0.1%
Value ($000) $280 Shares 2,554 Est. Cost $88.90 Unrealized
RGR STURM RUGER & CO INC 0.1%
Value ($000) $275 Shares 3,953 Est. Cost $66.09 Unrealized +4.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $274 Shares 5,862 Est. Cost $41.91 Unrealized +2.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $272 Shares 951 Est. Cost $252.93 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $270 Shares 3,651 Est. Cost $79.49 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $265 Shares 2,572 Est. Cost $102.98 Unrealized
PTLC PACER FDS TR 0.1%
Value ($000) $265 Shares 6,844 Est. Cost $32.94 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $263 Shares 3,171 Est. Cost $76.97 Unrealized 0.0%
TWLO TWILIO INC 0.1%
Value ($000) $260 Shares 1,580 Est. Cost $314.26 Unrealized -42.0%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $259 Shares 4,380 Est. Cost $44.56 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $259 Shares 3,311 Est. Cost $83.20 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $256 Shares 1,127 Est. Cost $215.19 Unrealized -13.4%
BRCC BRC INC 0.1%
Value ($000) $255 Shares 12,200 Est. Cost $17.65 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $255 Shares 1,004 Est. Cost $261.21 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $255 Shares 474 Est. Cost $642.49 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $254 Shares 2,119 Est. Cost $96.93 Unrealized
CHWY CHEWY INC 0.1%
Value ($000) $254 Shares 6,234 Est. Cost $81.15 Unrealized -44.0%
EFAX SPDR INDEX SHS FDS 0.1%
Value ($000) $252 Shares 3,277 Est. Cost $83.83 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $251 Shares 1,962 Est. Cost $127.93 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $250 Shares 3,453 Est. Cost $49.52 Unrealized +18.5%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $244 Shares 4,773 Est. Cost $52.45 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $244 Shares 4,027 Est. Cost $56.60 Unrealized +11.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $240 Shares 2,407 Est. Cost $72.70 Unrealized +9.0%
IEFA ISHARES TR 0.1%
Value ($000) $240 Shares 3,447 Est. Cost $69.16 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $239 Shares 1,390 Est. Cost $156.14 Unrealized +2.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $237 Shares 945 Est. Cost $199.99 Unrealized +7.4%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $237 Shares 1,251 Est. Cost $254.13 Unrealized -23.1%
LLY LILLY ELI & CO 0.1%
Value ($000) $235 Shares 820 Est. Cost $248.50 Unrealized 0.0%
XOP SPDR SER TR 0.1%
Value ($000) $231 Shares 1,715 Est. Cost $134.69 Unrealized
PEGA PEGASYSTEMS INC 0.1%
Value ($000) $227 Shares 2,816 Est. Cost $63.56 Unrealized -29.4%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $227 Shares 1,469 Est. Cost $136.20 Unrealized 0.0%
CLOU GLOBAL X FDS 0.1%
Value ($000) $221 Shares 10,063 Est. Cost $27.96 Unrealized
LEMB ISHARES INC 0.1%
Value ($000) $218 Shares 5,911 Est. Cost $36.88 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $216 Shares 6,705 Est. Cost $22.79 Unrealized 0.0%
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $216 Shares 2,448 Est. Cost $73.57 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $213 Shares 5,556 Est. Cost $39.89 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $212 Shares 4,257 Est. Cost $49.80 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $211 Shares 1,031 Est. Cost $196.64 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $210 Shares 2,236 Est. Cost $66.81 Unrealized +23.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $210 Shares 133 Est. Cost $26.23 Unrealized +14.8%
IMCG ISHARES TR 0.1%
Value ($000) $209 Shares 3,255 Est. Cost $111.48 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $206 Shares 9,004 Est. Cost $22.88 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $205 Shares 2,241 Est. Cost $76.85 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $205 Shares 4,129 Est. Cost $44.16 Unrealized +4.6%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $205 Shares 1,743 Est. Cost $116.64 Unrealized -3.8%
MMM 3M CO 0.1%
Value ($000) $205 Shares 1,376 Est. Cost $114.60 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $202 Shares 612 Est. Cost $276.90 Unrealized +15.5%
HDV ISHARES TR 0.1%
Value ($000) $200 Shares 1,873 Est. Cost $87.73 Unrealized
HIGHLAND FDS I 0.1%
Value ($000) $171 Shares 10,970 Est. Cost $16.04 Unrealized
ASHFORD HOSPITALITY TR INC 0.0%
Value ($000) $152 Shares 14,820 Est. Cost $14.51 Unrealized
HIPS GRANITESHARES ETF TR 0.0%
Value ($000) $144 Shares 10,000 Est. Cost $15.80 Unrealized
FIRST TR HIGH INCOME LONG / 0.0%
Value ($000) $143 Shares 10,600 Est. Cost $15.57 Unrealized
INDI INDIE SEMICONDUCTOR INC 0.0%
Value ($000) $113 Shares 14,445 Est. Cost $10.27 Unrealized -20.1%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $112 Shares 11,500 Est. Cost $8.78 Unrealized
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $101 Shares 10,189 Est. Cost $10.37 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $75 Shares 10,800 Est. Cost $6.32 Unrealized
RVLPQ RVL PHARMACEUTICALS PLC 0.0%
Value ($000) $64 Shares 37,823 Est. Cost $3.84 Unrealized -62.7%
VIRTUS ALLIANZGI CONVERTIBLE 0.0%
Value ($000) $51 Shares 10,100 Est. Cost $5.74 Unrealized
AGENUS INC 0.0%
Value ($000) $32 Shares 12,945 Est. Cost $3.46 Unrealized
INFIQ INFINITY PHARMACEUTICALS INC 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $3.34 Unrealized -64.2%