NWAM LLC Diversified Active

CIK: 0001655006 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 10, 2022

Total Value ($000): $1,082,342 (100.0% shares, 0.0% debt)

Holdings (512)

AAPL APPLE INC 6.6%
Value ($000) $71,039 Shares 504,230 Est. Cost $100.35 Unrealized +48.1%
MSFT MICROSOFT CORP 6.4%
Value ($000) $69,620 Shares 266,390 Est. Cost $72.79 Unrealized +261.9%
IVV ISHARES TR 5.2%
Value ($000) $56,525 Shares 147,453 Est. Cost $378.57 Unrealized
VTV VANGUARD INDEX FDS 2.1%
Value ($000) $22,995 Shares 174,418 Est. Cost $91.91 Unrealized
VUG VANGUARD INDEX FDS 2.0%
Value ($000) $21,930 Shares 97,405 Est. Cost $130.23 Unrealized
BSV VANGUARD BD INDEX FDS 1.6%
Value ($000) $17,410 Shares 226,565 Est. Cost $80.92 Unrealized
QQQ INVESCO QQQ TR 1.5%
Value ($000) $16,471 Shares 57,992 Est. Cost $297.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $16,412 Shares 59,649 Est. Cost $202.91 Unrealized +54.6%
IEFA ISHARES TR 1.4%
Value ($000) $14,742 Shares 255,190 Est. Cost $68.38 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $13,043 Shares 115,680 Est. Cost $123.81 Unrealized +1.1%
ITOT ISHARES TR 1.2%
Value ($000) $12,827 Shares 151,158 Est. Cost $84.91 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $12,297 Shares 144,871 Est. Cost $64.34 Unrealized +23.7%
IWF ISHARES TR 1.1%
Value ($000) $11,855 Shares 53,593 Est. Cost $153.32 Unrealized
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $11,581 Shares 113,881 Est. Cost $89.54 Unrealized
IJR ISHARES TR 1.0%
Value ($000) $11,105 Shares 119,355 Est. Cost $98.44 Unrealized
VNQ VANGUARD INDEX FDS 1.0%
Value ($000) $11,104 Shares 121,592 Est. Cost $85.51 Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $10,423 Shares 21,384 Est. Cost $202.77 Unrealized +139.1%
AGG ISHARES TR 0.9%
Value ($000) $9,839 Shares 96,120 Est. Cost $109.04 Unrealized
IWD ISHARES TR 0.9%
Value ($000) $9,785 Shares 67,261 Est. Cost $123.22 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $9,306 Shares 13,516 Est. Cost $236.41 Unrealized +15.5%
GOOG ALPHABET INC 0.9%
Value ($000) $9,266 Shares 4,100 Est. Cost $80.34 Unrealized +46.0%
BND VANGUARD BD INDEX FDS 0.8%
Value ($000) $9,171 Shares 121,423 Est. Cost $82.71 Unrealized
COMT ISHARES U S ETF TR 0.8%
Value ($000) $8,871 Shares 221,300 Est. Cost $32.72 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $8,462 Shares 22,275 Est. Cost $342.30 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $7,928 Shares 3,518 Est. Cost $77.37 Unrealized +51.0%
SHY ISHARES TR 0.7%
Value ($000) $7,886 Shares 95,080 Est. Cost $84.69 Unrealized
ESGU ISHARES TR 0.7%
Value ($000) $7,883 Shares 92,675 Est. Cost $88.98 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $7,591 Shares 52,645 Est. Cost $113.88 Unrealized +20.6%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $6,801 Shares 35,622 Est. Cost $169.47 Unrealized
IUSB ISHARES TR 0.6%
Value ($000) $6,775 Shares 143,774 Est. Cost $52.73 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $6,559 Shares 36,859 Est. Cost $122.83 Unrealized +30.2%
GLD SPDR GOLD TR 0.6%
Value ($000) $6,151 Shares 37,332 Est. Cost $178.76 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $6,145 Shares 65,964 Est. Cost $85.82 Unrealized +3.2%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $6,109 Shares 45,444 Est. Cost $107.48 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,882 Shares 45,606 Est. Cost $154.23 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $5,864 Shares 51,061 Est. Cost $121.43 Unrealized
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $5,853 Shares 12,604 Est. Cost $336.99 Unrealized +28.4%
USB US BANCORP DEL 0.5%
Value ($000) $5,726 Shares 123,244 Est. Cost $39.17 Unrealized +7.0%
VV VANGUARD INDEX FDS 0.5%
Value ($000) $5,516 Shares 31,969 Est. Cost $114.48 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.5%
Value ($000) $5,507 Shares 135,491 Est. Cost $39.80 Unrealized
SDY SPDR SER TR 0.5%
Value ($000) $5,478 Shares 45,901 Est. Cost $101.74 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.5%
Value ($000) $5,449 Shares 92,678 Est. Cost $66.91 Unrealized
SLYV SPDR SER TR 0.5%
Value ($000) $5,335 Shares 73,666 Est. Cost $57.69 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $5,278 Shares 67,364 Est. Cost $43.49 Unrealized +61.8%
AIG AMERICAN INTL GROUP INC 0.5%
Value ($000) $5,154 Shares 100,799 Est. Cost $41.80 Unrealized +27.9%
VB VANGUARD INDEX FDS 0.5%
Value ($000) $5,149 Shares 29,091 Est. Cost $145.20 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $5,029 Shares 51,812 Est. Cost $126.50 Unrealized -14.3%
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $5,026 Shares 101,376 Est. Cost $56.16 Unrealized
TLT ISHARES TR 0.5%
Value ($000) $4,904 Shares 42,016 Est. Cost $136.03 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,848 Shares 68,989 Est. Cost $56.32 Unrealized
EFV ISHARES TR 0.4%
Value ($000) $4,800 Shares 113,516 Est. Cost $49.08 Unrealized
GOVT ISHARES TR 0.4%
Value ($000) $4,791 Shares 198,720 Est. Cost $26.87 Unrealized
DE DEERE & CO 0.4%
Value ($000) $4,702 Shares 16,088 Est. Cost $334.64 Unrealized +4.5%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $4,651 Shares 32,283 Est. Cost $110.97 Unrealized
ITB ISHARES TR 0.4%
Value ($000) $4,554 Shares 81,468 Est. Cost $58.90 Unrealized
BIV VANGUARD BD INDEX FDS 0.4%
Value ($000) $4,427 Shares 56,967 Est. Cost $89.26 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.4%
Value ($000) $4,300 Shares 40,235 Est. Cost $123.35 Unrealized -6.9%
IJH ISHARES TR 0.4%
Value ($000) $4,254 Shares 18,764 Est. Cost $168.40 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $4,123 Shares 20,904 Est. Cost $156.38 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $4,058 Shares 98,609 Est. Cost $45.41 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $3,993 Shares 77,185 Est. Cost $26.16 Unrealized +60.5%
GNRC GENERAC HLDGS INC 0.4%
Value ($000) $3,930 Shares 18,135 Est. Cost $165.97 Unrealized +48.2%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $3,919 Shares 9,433 Est. Cost $388.01 Unrealized +2.5%
IWP ISHARES TR 0.4%
Value ($000) $3,802 Shares 46,997 Est. Cost $112.50 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,749 Shares 26,232 Est. Cost $82.68 Unrealized +72.6%
IXUS ISHARES TR 0.3%
Value ($000) $3,701 Shares 66,080 Est. Cost $65.55 Unrealized
BA BOEING CO 0.3%
Value ($000) $3,687 Shares 26,823 Est. Cost $155.84 Unrealized -5.3%
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $3,667 Shares 20,729 Est. Cost $114.36 Unrealized
FAST FASTENAL CO 0.3%
Value ($000) $3,651 Shares 73,508 Est. Cost $26.33 Unrealized -6.5%
AMGN AMGEN INC 0.3%
Value ($000) $3,608 Shares 14,650 Est. Cost $189.25 Unrealized +15.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,590 Shares 28,468 Est. Cost $100.92 Unrealized +23.8%
IWM ISHARES TR 0.3%
Value ($000) $3,433 Shares 20,004 Est. Cost $206.19 Unrealized
ARISTA NETWORKS INC 0.3%
Value ($000) $3,386 Shares 35,222 Est. Cost $143.10 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $3,365 Shares 10,890 Est. Cost $325.55 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $3,348 Shares 22,274 Est. Cost $122.49 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $3,330 Shares 6,987 Est. Cost $44.38 Unrealized +18.0%
IJS ISHARES TR 0.3%
Value ($000) $3,328 Shares 37,216 Est. Cost $86.72 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,322 Shares 25,770 Est. Cost $134.68 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $3,313 Shares 66,848 Est. Cost $47.38 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $3,140 Shares 26,736 Est. Cost $95.43 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $3,125 Shares 39,276 Est. Cost $101.56 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $3,102 Shares 132,590 Est. Cost $26.88 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $2,983 Shares 42,299 Est. Cost $69.25 Unrealized
AMLP ALPS ETF TR 0.3%
Value ($000) $2,909 Shares 84,434 Est. Cost $30.05 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,853 Shares 25,331 Est. Cost $89.89 Unrealized +25.7%
OIH VANECK ETF TRUST 0.3%
Value ($000) $2,846 Shares 13,273 Est. Cost $208.68 Unrealized
BRIGHT HEALTH GROUP INC 0.2%
Value ($000) $2,670 Shares 1,341,891 Est. Cost $3.44 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $2,666 Shares 51,377 Est. Cost $44.56 Unrealized +22.6%
PCAR PACCAR INC 0.2%
Value ($000) $2,589 Shares 31,619 Est. Cost $30.51 Unrealized +59.2%
TECK TECK RESOURCES LTD 0.2%
Value ($000) $2,585 Shares 91,284 Est. Cost $23.56 Unrealized +67.5%
DHR DANAHER CORPORATION 0.2%
Value ($000) $2,554 Shares 9,998 Est. Cost $202.74 Unrealized +11.6%
CMDY ISHARES U S ETF TR 0.2%
Value ($000) $2,507 Shares 45,316 Est. Cost $58.10 Unrealized
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $2,460 Shares 48,584 Est. Cost $54.48 Unrealized
AA ALCOA CORP 0.2%
Value ($000) $2,433 Shares 57,812 Est. Cost $26.22 Unrealized +137.2%
SLV ISHARES SILVER TR 0.2%
Value ($000) $2,417 Shares 136,330 Est. Cost $22.98 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $2,372 Shares 21,485 Est. Cost $136.74 Unrealized
FALN ISHARES TR 0.2%
Value ($000) $2,349 Shares 95,200 Est. Cost $29.51 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,332 Shares 4,474 Est. Cost $89.50 Unrealized -0.9%
ABBV ABBVIE INC 0.2%
Value ($000) $2,331 Shares 15,179 Est. Cost $76.09 Unrealized +76.2%
MINT PIMCO ETF TR 0.2%
Value ($000) $2,324 Shares 23,456 Est. Cost $99.03 Unrealized
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $2,293 Shares 84,126 Est. Cost $35.43 Unrealized +7.1%
VEEV VEEVA SYS INC 0.2%
Value ($000) $2,237 Shares 10,800 Est. Cost $300.34 Unrealized -38.7%
META META PLATFORMS INC 0.2%
Value ($000) $2,187 Shares 13,064 Est. Cost $203.26 Unrealized -5.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2,184 Shares 42,544 Est. Cost $36.66 Unrealized +9.4%
IWR ISHARES TR 0.2%
Value ($000) $2,169 Shares 32,991 Est. Cost $77.47 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,149 Shares 20,837 Est. Cost $96.51 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2,148 Shares 3,942 Est. Cost $531.81 Unrealized +2.4%
SUB ISHARES TR 0.2%
Value ($000) $2,145 Shares 20,488 Est. Cost $105.42 Unrealized
PINS PINTEREST INC 0.2%
Value ($000) $2,129 Shares 105,251 Est. Cost $72.56 Unrealized -71.2%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $2,128 Shares 14,144 Est. Cost $17.35 Unrealized +8.6%
EEMV ISHARES INC 0.2%
Value ($000) $2,084 Shares 37,908 Est. Cost $54.98 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $2,045 Shares 32,943 Est. Cost $65.72 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $2,040 Shares 65,309 Est. Cost $19.61 Unrealized +67.0%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,009 Shares 63,239 Est. Cost $37.52 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,995 Shares 9,442 Est. Cost $207.17 Unrealized +0.8%
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $1,986 Shares 51,229 Est. Cost $30.59 Unrealized
EXE CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $1,946 Shares 25,356 Est. Cost $75.97 Unrealized 0.0%
AVUV AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,937 Shares 28,334 Est. Cost $76.54 Unrealized
INARI MED INC 0.2%
Value ($000) $1,935 Shares 26,452 Est. Cost $86.35 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $1,900 Shares 19,343 Est. Cost $109.26 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $1,898 Shares 20,549 Est. Cost $55.46 Unrealized +42.8%
V VISA INC 0.2%
Value ($000) $1,876 Shares 9,395 Est. Cost $201.61 Unrealized -0.3%
ARKK ARK ETF TR 0.2%
Value ($000) $1,869 Shares 43,863 Est. Cost $80.77 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $1,840 Shares 21,553 Est. Cost $109.49 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,805 Shares 23,590 Est. Cost $82.26 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,800 Shares 35,978 Est. Cost $50.75 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,746 Shares 3,452 Est. Cost $350.86 Unrealized +34.3%
FLOT ISHARES TR 0.2%
Value ($000) $1,728 Shares 34,632 Est. Cost $50.49 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,726 Shares 8,349 Est. Cost $335.95 Unrealized -30.2%
PPG PPG INDS INC 0.2%
Value ($000) $1,707 Shares 14,377 Est. Cost $102.54 Unrealized +12.8%
MMM 3M CO 0.2%
Value ($000) $1,683 Shares 13,026 Est. Cost $116.37 Unrealized -9.6%
IYE ISHARES TR 0.2%
Value ($000) $1,682 Shares 44,724 Est. Cost $29.81 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $1,679 Shares 15,716 Est. Cost $116.82 Unrealized
ISTB ISHARES TR 0.2%
Value ($000) $1,664 Shares 34,981 Est. Cost $51.56 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,648 Shares 11,889 Est. Cost $97.89 Unrealized +20.0%
IBB ISHARES TR 0.2%
Value ($000) $1,644 Shares 13,645 Est. Cost $141.07 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,644 Shares 9,790 Est. Cost $125.07 Unrealized +19.8%
EEM ISHARES TR 0.2%
Value ($000) $1,642 Shares 41,077 Est. Cost $38.77 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,636 Shares 32,758 Est. Cost $49.94 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,633 Shares 19,514 Est. Cost $76.25 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,630 Shares 25,772 Est. Cost $46.14 Unrealized +23.0%
IHI ISHARES TR 0.1%
Value ($000) $1,620 Shares 31,546 Est. Cost $84.30 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,599 Shares 20,062 Est. Cost $101.25 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,592 Shares 35,601 Est. Cost $41.01 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,569 Shares 21,902 Est. Cost $69.70 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $1,568 Shares 21,277 Est. Cost $85.15 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,567 Shares 5,559 Est. Cost $203.63 Unrealized +32.1%
ORCL ORACLE CORP 0.1%
Value ($000) $1,529 Shares 21,505 Est. Cost $50.90 Unrealized +37.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,519 Shares 3,664 Est. Cost $419.90 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $1,506 Shares 14,539 Est. Cost $117.38 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $1,505 Shares 35,800 Est. Cost $38.14 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,495 Shares 13,732 Est. Cost $75.96 Unrealized +39.7%
IGSB ISHARES TR 0.1%
Value ($000) $1,494 Shares 29,496 Est. Cost $52.32 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,475 Shares 18,616 Est. Cost $57.68 Unrealized +42.0%
INTC INTEL CORP 0.1%
Value ($000) $1,453 Shares 39,320 Est. Cost $37.76 Unrealized +7.6%
IVE ISHARES TR 0.1%
Value ($000) $1,440 Shares 10,447 Est. Cost $144.32 Unrealized
HFWA HERITAGE FINL CORP WASH 0.1%
Value ($000) $1,425 Shares 55,306 Est. Cost $15.43 Unrealized +61.7%
IYW ISHARES TR 0.1%
Value ($000) $1,424 Shares 17,719 Est. Cost $84.74 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $1,389 Shares 28,360 Est. Cost $49.58 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,389 Shares 4,812 Est. Cost $194.79 Unrealized +37.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,349 Shares 18,540 Est. Cost $72.50 Unrealized
DOW DOW INC 0.1%
Value ($000) $1,349 Shares 26,596 Est. Cost $46.40 Unrealized +11.6%
HAL HALLIBURTON CO 0.1%
Value ($000) $1,320 Shares 45,607 Est. Cost $19.04 Unrealized +81.3%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1,313 Shares 1,840 Est. Cost $1340.05 Unrealized -34.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,298 Shares 17,042 Est. Cost $43.13 Unrealized +50.6%
SEAGEN INC 0.1%
Value ($000) $1,296 Shares 7,330 Est. Cost $160.10 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $1,292 Shares 14,213 Est. Cost $104.45 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,291 Shares 3,694 Est. Cost $267.64 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $1,290 Shares 20,919 Est. Cost $70.38 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $1,285 Shares 32,315 Est. Cost $40.67 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,283 Shares 6,977 Est. Cost $90.59 Unrealized +69.3%
IEUR ISHARES TR 0.1%
Value ($000) $1,269 Shares 29,035 Est. Cost $55.89 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $1,258 Shares 3,859 Est. Cost $155.76 Unrealized +86.8%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,253 Shares 23,798 Est. Cost $62.57 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,225 Shares 4,871 Est. Cost $203.58 Unrealized +11.2%
ICVT ISHARES TR 0.1%
Value ($000) $1,219 Shares 17,404 Est. Cost $72.58 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,215 Shares 6,873 Est. Cost $166.34 Unrealized +7.9%
TFI SPDR SER TR 0.1%
Value ($000) $1,207 Shares 26,146 Est. Cost $49.52 Unrealized
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,207 Shares 43,826 Est. Cost $27.68 Unrealized
HAIL SPDR SER TR 0.1%
Value ($000) $1,202 Shares 33,884 Est. Cost $61.02 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,197 Shares 30,111 Est. Cost $33.42 Unrealized +14.8%
KAYNE ANDERSON ENERGY INFRST 0.1%
Value ($000) $1,186 Shares 142,550 Est. Cost $10.61 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $1,169 Shares 12,785 Est. Cost $91.41 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,164 Shares 18,678 Est. Cost $57.86 Unrealized -6.5%
DGRO ISHARES TR 0.1%
Value ($000) $1,158 Shares 24,292 Est. Cost $47.67 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,154 Shares 8,480 Est. Cost $115.32 Unrealized -0.5%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,152 Shares 11,800 Est. Cost $113.70 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $1,142 Shares 3,443 Est. Cost $385.53 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,134 Shares 26,863 Est. Cost $36.68 Unrealized +16.7%
OEF ISHARES TR 0.1%
Value ($000) $1,121 Shares 6,415 Est. Cost $176.92 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,113 Shares 5,477 Est. Cost $132.54 Unrealized
PICK ISHARES INC 0.1%
Value ($000) $1,108 Shares 31,108 Est. Cost $51.06 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $1,101 Shares 5,706 Est. Cost $401.79 Unrealized -36.4%
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $1,099 Shares 116,477 Est. Cost $12.70 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,099 Shares 3,975 Est. Cost $257.89 Unrealized +10.4%
O REALTY INCOME CORP 0.1%
Value ($000) $1,097 Shares 15,855 Est. Cost $46.33 Unrealized +21.9%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,077 Shares 15,449 Est. Cost $65.73 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $1,077 Shares 24,018 Est. Cost $47.94 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $1,072 Shares 10,949 Est. Cost $112.91 Unrealized -8.3%
USIG ISHARES TR 0.1%
Value ($000) $1,056 Shares 20,565 Est. Cost $58.40 Unrealized
T AT&T INC 0.1%
Value ($000) $1,055 Shares 49,908 Est. Cost $15.50 Unrealized +5.2%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,043 Shares 17,686 Est. Cost $58.97 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $1,038 Shares 17,390 Est. Cost $63.27 Unrealized 0.0%
PBW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,026 Shares 22,392 Est. Cost $77.87 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,019 Shares 5,899 Est. Cost $172.15 Unrealized -3.4%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,017 Shares 16,293 Est. Cost $50.33 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $967 Shares 7,945 Est. Cost $129.82 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $961 Shares 101,006 Est. Cost $14.47 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $961 Shares 1,613 Est. Cost $614.17 Unrealized +5.3%
IFRA ISHARES TR 0.1%
Value ($000) $935 Shares 27,745 Est. Cost $33.70 Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $922 Shares 18,519 Est. Cost $49.79 Unrealized
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $919 Shares 32,577 Est. Cost $20.54 Unrealized +50.7%
NKE NIKE INC 0.1%
Value ($000) $918 Shares 8,832 Est. Cost $122.83 Unrealized -9.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $918 Shares 4,351 Est. Cost $167.68 Unrealized +20.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $918 Shares 9,318 Est. Cost $73.93 Unrealized +15.5%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $915 Shares 16,305 Est. Cost $61.18 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $897 Shares 18,492 Est. Cost $61.73 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $894 Shares 7,937 Est. Cost $123.90 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $883 Shares 2,042 Est. Cost $746.93 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $878 Shares 21,045 Est. Cost $31.44 Unrealized +22.3%
IJJ ISHARES TR 0.1%
Value ($000) $876 Shares 9,260 Est. Cost $88.25 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $875 Shares 5,766 Est. Cost $138.79 Unrealized +8.8%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $872 Shares 24,794 Est. Cost $37.44 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $870 Shares 32,271 Est. Cost $37.20 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $865 Shares 11,487 Est. Cost $89.64 Unrealized +4.4%
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $857 Shares 37,894 Est. Cost $22.62 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $847 Shares 5,582 Est. Cost $123.32 Unrealized +20.0%
BLOK AMPLIFY ETF TR 0.1%
Value ($000) $833 Shares 45,862 Est. Cost $45.41 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $829 Shares 6,084 Est. Cost $144.52 Unrealized
AAXJ ISHARES TR 0.1%
Value ($000) $826 Shares 11,941 Est. Cost $70.17 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $806 Shares 4,327 Est. Cost $205.41 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $796 Shares 21,035 Est. Cost $26.98 Unrealized +19.1%
SO SOUTHERN CO 0.1%
Value ($000) $794 Shares 11,210 Est. Cost $52.15 Unrealized +23.3%
IMCB ISHARES TR 0.1%
Value ($000) $791 Shares 13,871 Est. Cost $106.59 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $790 Shares 13,549 Est. Cost $100.71 Unrealized
ABRDN ASIA PACIFIC INCOME FU 0.1%
Value ($000) $788 Shares 269,820 Est. Cost $4.35 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $783 Shares 7,814 Est. Cost $100.20 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $782 Shares 23,298 Est. Cost $33.96 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $782 Shares 3,611 Est. Cost $271.05 Unrealized -17.3%
BOH BANK HAWAII CORP 0.1%
Value ($000) $754 Shares 10,000 Est. Cost $43.45 Unrealized +49.5%
PSX PHILLIPS 66 0.1%
Value ($000) $753 Shares 9,355 Est. Cost $72.92 Unrealized +11.0%
ALLIANCEBERNSTEIN GLOBAL HIG 0.1%
Value ($000) $749 Shares 76,644 Est. Cost $11.71 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $748 Shares 21,350 Est. Cost $41.75 Unrealized 0.0%
EFX EQUIFAX INC 0.1%
Value ($000) $745 Shares 4,005 Est. Cost $162.01 Unrealized +20.3%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $741 Shares 23,592 Est. Cost $27.95 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $740 Shares 22,197 Est. Cost $27.73 Unrealized +38.1%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $738 Shares 14,366 Est. Cost $58.94 Unrealized
IBUY AMPLIFY ETF TR 0.1%
Value ($000) $737 Shares 16,415 Est. Cost $124.20 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $712 Shares 7,585 Est. Cost $58.48 Unrealized +64.3%
IUSV ISHARES TR 0.1%
Value ($000) $706 Shares 10,527 Est. Cost $70.34 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $706 Shares 10,773 Est. Cost $65.53 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $699 Shares 8,890 Est. Cost $69.22 Unrealized -0.6%
PIMCO CORPORATE & INCM STRG 0.1%
Value ($000) $698 Shares 55,172 Est. Cost $14.52 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $696 Shares 7,521 Est. Cost $64.95 Unrealized +32.3%
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $692 Shares 41,039 Est. Cost $17.74 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $686 Shares 30,738 Est. Cost $51.66 Unrealized -48.6%
VLUE ISHARES TR 0.1%
Value ($000) $680 Shares 7,500 Est. Cost $90.03 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.1%
Value ($000) $664 Shares 187,606 Est. Cost $4.78 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $661 Shares 7,161 Est. Cost $89.33 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $657 Shares 5,061 Est. Cost $124.27 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $648 Shares 3,677 Est. Cost $159.76 Unrealized +23.5%
ARKF ARK ETF TR 0.1%
Value ($000) $643 Shares 41,308 Est. Cost $46.13 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $633 Shares 20,517 Est. Cost $34.24 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $632 Shares 11,431 Est. Cost $55.29 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $625 Shares 6,592 Est. Cost $56.90 Unrealized +59.8%
NTR NUTRIEN LTD 0.1%
Value ($000) $621 Shares 7,908 Est. Cost $40.59 Unrealized +112.9%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $612 Shares 12,320 Est. Cost $49.68 Unrealized
WMT WALMART INC 0.1%
Value ($000) $611 Shares 4,935 Est. Cost $44.02 Unrealized +0.0%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $611 Shares 10,001 Est. Cost $64.23 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $604 Shares 3,516 Est. Cost $231.66 Unrealized -24.6%
TMUS T-MOBILE US INC 0.1%
Value ($000) $597 Shares 4,419 Est. Cost $121.94 Unrealized +3.4%
IMCG ISHARES TR 0.1%
Value ($000) $597 Shares 11,215 Est. Cost $104.24 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $592 Shares 6,555 Est. Cost $96.24 Unrealized -6.1%
CQQQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $590 Shares 11,768 Est. Cost $74.77 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $589 Shares 18,513 Est. Cost $41.98 Unrealized
URA GLOBAL X FDS 0.1%
Value ($000) $588 Shares 32,284 Est. Cost $20.65 Unrealized
ILCV ISHARES TR 0.1%
Value ($000) $581 Shares 9,590 Est. Cost $63.61 Unrealized
U UNITY SOFTWARE INC 0.1%
Value ($000) $571 Shares 15,494 Est. Cost $118.39 Unrealized -52.0%
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $570 Shares 12,063 Est. Cost $47.25 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $570 Shares 7,990 Est. Cost $72.57 Unrealized
CSX CSX CORP 0.1%
Value ($000) $568 Shares 19,662 Est. Cost $30.74 Unrealized +0.7%
F FORD MTR CO DEL 0.1%
Value ($000) $566 Shares 50,512 Est. Cost $12.75 Unrealized -17.3%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $564 Shares 8,968 Est. Cost $66.01 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $557 Shares 1,751 Est. Cost $333.91 Unrealized +1.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $551 Shares 10,000 Est. Cost $60.07 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $550 Shares 16,635 Est. Cost $55.13 Unrealized
SSO PROSHARES TR 0.1%
Value ($000) $550 Shares 11,950 Est. Cost $79.00 Unrealized
SPUS TIDAL ETF TR 0.1%
Value ($000) $547 Shares 20,916 Est. Cost $30.75 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $535 Shares 12,378 Est. Cost $44.36 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $535 Shares 11,887 Est. Cost $55.58 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $525 Shares 1,059 Est. Cost $122.12 Unrealized -21.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $523 Shares 2,802 Est. Cost $178.14 Unrealized +1.7%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $519 Shares 10,780 Est. Cost $49.78 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $519 Shares 4,115 Est. Cost $103.87 Unrealized +27.6%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $518 Shares 12,512 Est. Cost $48.34 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $518 Shares 10,138 Est. Cost $54.69 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $516 Shares 7,104 Est. Cost $82.34 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $516 Shares 7,686 Est. Cost $67.14 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $513 Shares 8,362 Est. Cost $75.73 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $507 Shares 2,219 Est. Cost $201.49 Unrealized -2.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $503 Shares 5,887 Est. Cost $40.95 Unrealized +119.6%
XPH SPDR SER TR 0.0%
Value ($000) $500 Shares 11,893 Est. Cost $42.12 Unrealized
KEY KEYCORP 0.0%
Value ($000) $498 Shares 28,655 Est. Cost $11.10 Unrealized +43.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $495 Shares 7,945 Est. Cost $59.28 Unrealized -19.8%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $487 Shares 6,420 Est. Cost $79.78 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $483 Shares 23,822 Est. Cost $22.39 Unrealized
REZ ISHARES TR 0.0%
Value ($000) $481 Shares 5,978 Est. Cost $95.90 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $480 Shares 8,480 Est. Cost $63.39 Unrealized +4.9%
IXJ ISHARES TR 0.0%
Value ($000) $477 Shares 5,843 Est. Cost $77.48 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $476 Shares 3,299 Est. Cost $168.20 Unrealized -24.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $471 Shares 7,187 Est. Cost $61.63 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $468 Shares 10,064 Est. Cost $46.18 Unrealized -5.2%
SYY SYSCO CORP 0.0%
Value ($000) $468 Shares 5,489 Est. Cost $72.65 Unrealized +4.2%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $467 Shares 7,315 Est. Cost $74.72 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $466 Shares 10,778 Est. Cost $49.77 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $464 Shares 9,800 Est. Cost $47.35 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $463 Shares 9,257 Est. Cost $50.51 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $462 Shares 9,253 Est. Cost $53.48 Unrealized
SMMV ISHARES TR 0.0%
Value ($000) $461 Shares 13,541 Est. Cost $32.33 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $460 Shares 11,850 Est. Cost $46.88 Unrealized -21.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $459 Shares 9,531 Est. Cost $41.21 Unrealized +25.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $457 Shares 5,081 Est. Cost $89.21 Unrealized +18.9%
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $453 Shares 8,672 Est. Cost $66.80 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $448 Shares 7,260 Est. Cost $66.62 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $447 Shares 9,204 Est. Cost $39.63 Unrealized +2.9%
CMF ISHARES TR 0.0%
Value ($000) $442 Shares 7,809 Est. Cost $62.71 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $439 Shares 23,438 Est. Cost $23.97 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value ($000) $438 Shares 4,093 Est. Cost $113.72 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $437 Shares 2,252 Est. Cost $202.29 Unrealized -9.5%
ABNB AIRBNB INC 0.0%
Value ($000) $437 Shares 4,560 Est. Cost $164.21 Unrealized -20.7%
HSY HERSHEY CO 0.0%
Value ($000) $433 Shares 2,006 Est. Cost $150.64 Unrealized +31.9%
LINDE PLC 0.0%
Value ($000) $430 Shares 1,560 Est. Cost $296.02 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $428 Shares 1,910 Est. Cost $206.51 Unrealized +9.7%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $428 Shares 10,642 Est. Cost $40.22 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $427 Shares 12,303 Est. Cost $38.84 Unrealized
AVSU AMERICAN CENTY ETF TR 0.0%
Value ($000) $425 Shares 9,564 Est. Cost $44.44 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $425 Shares 6,190 Est. Cost $81.84 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $424 Shares 10,070 Est. Cost $30.19 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $419 Shares 5,194 Est. Cost $88.38 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $418 Shares 2,067 Est. Cost $253.39 Unrealized -10.8%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $416 Shares 3,580 Est. Cost $83.96 Unrealized +23.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $416 Shares 1,626 Est. Cost $210.24 Unrealized +5.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $414 Shares 1 Est. Cost $348709.60 Unrealized +35.1%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $413 Shares 2,894 Est. Cost $184.45 Unrealized
ARB ALTSHARES TRUST 0.0%
Value ($000) $411 Shares 15,757 Est. Cost $26.38 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $411 Shares 16,205 Est. Cost $30.72 Unrealized
ANSYS INC 0.0%
Value ($000) $411 Shares 1,675 Est. Cost $401.17 Unrealized
AON AON PLC 0.0%
Value ($000) $408 Shares 1,512 Est. Cost $196.52 Unrealized +42.5%
LIT GLOBAL X FDS 0.0%
Value ($000) $408 Shares 5,651 Est. Cost $64.97 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $405 Shares 3,391 Est. Cost $142.53 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $402 Shares 4,767 Est. Cost $90.27 Unrealized
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $397 Shares 36,457 Est. Cost $13.85 Unrealized
FAD FIRST TR MULTI CAP GROWTH AL 0.0%
Value ($000) $397 Shares 4,286 Est. Cost $113.53 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $396 Shares 6,944 Est. Cost $64.30 Unrealized -10.7%
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $391 Shares 20,404 Est. Cost $19.16 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $387 Shares 6,497 Est. Cost $85.29 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $385 Shares 1,824 Est. Cost $211.07 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $380 Shares 1,814 Est. Cost $279.35 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $379 Shares 2,196 Est. Cost $202.92 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $378 Shares 6,320 Est. Cost $74.97 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $375 Shares 1,000 Est. Cost $528.83 Unrealized -23.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $374 Shares 1,558 Est. Cost $242.06 Unrealized -8.7%
NUE NUCOR CORP 0.0%
Value ($000) $373 Shares 3,568 Est. Cost $115.55 Unrealized +10.7%
SRVR PACER FDS TR 0.0%
Value ($000) $373 Shares 10,720 Est. Cost $38.92 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $370 Shares 28,469 Est. Cost $16.07 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $367 Shares 2,535 Est. Cost $165.35 Unrealized +2.9%
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $365 Shares 10,051 Est. Cost $51.34 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $361 Shares 4,347 Est. Cost $91.88 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $360 Shares 1,559 Est. Cost $204.64 Unrealized +9.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $360 Shares 2,664 Est. Cost $88.54 Unrealized +35.9%
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $359 Shares 7,940 Est. Cost $53.70 Unrealized
LIVENT CORP 0.0%
Value ($000) $357 Shares 16,434 Est. Cost $25.49 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $356 Shares 14,318 Est. Cost $37.97 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $353 Shares 4,838 Est. Cost $49.62 Unrealized +58.2%
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $351 Shares 16,762 Est. Cost $20.94 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $351 Shares 16,598 Est. Cost $28.77 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $351 Shares 10,260 Est. Cost $23.56 Unrealized +42.5%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $349 Shares 5,125 Est. Cost $84.20 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $349 Shares 3,445 Est. Cost $104.64 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $344 Shares 8,606 Est. Cost $36.59 Unrealized +9.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $343 Shares 1,574 Est. Cost $213.45 Unrealized 0.0%
BROOKFIELD ASSET MGMT INC 0.0%
Value ($000) $342 Shares 7,693 Est. Cost $47.60 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $341 Shares 2,368 Est. Cost $159.52 Unrealized -7.5%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $339 Shares 15,230 Est. Cost $22.26 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $338 Shares 14,990 Est. Cost $22.55 Unrealized
RNAM AVIDITY BIOSCIENCES INC 0.0%
Value ($000) $337 Shares 19,741 Est. Cost $24.07 Unrealized -38.2%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $330 Shares 1,322 Est. Cost $198.68 Unrealized +10.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $329 Shares 4,380 Est. Cost $58.78 Unrealized +5.2%
BP BP PLC 0.0%
Value ($000) $328 Shares 12,062 Est. Cost $33.81 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $326 Shares 5,114 Est. Cost $73.69 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $325 Shares 10,493 Est. Cost $36.00 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $325 Shares 3,052 Est. Cost $94.23 Unrealized +12.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $322 Shares 5,155 Est. Cost $58.49 Unrealized -2.1%
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $316 Shares 15,078 Est. Cost $20.96 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $316 Shares 2,959 Est. Cost $119.53 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $316 Shares 2,969 Est. Cost $87.52 Unrealized +9.0%
SPIP SPDR SER TR 0.0%
Value ($000) $315 Shares 11,338 Est. Cost $31.04 Unrealized
DGT SPDR SER TR 0.0%
Value ($000) $315 Shares 3,310 Est. Cost $111.58 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $314 Shares 4,403 Est. Cost $84.69 Unrealized -15.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $311 Shares 1,847 Est. Cost $159.86 Unrealized +1.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $309 Shares 1,695 Est. Cost $192.57 Unrealized -5.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $309 Shares 2,673 Est. Cost $85.10 Unrealized +32.6%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $305 Shares 8,483 Est. Cost $38.26 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $303 Shares 2,533 Est. Cost $125.48 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $303 Shares 5,712 Est. Cost $44.08 Unrealized +26.6%
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $303 Shares 17,880 Est. Cost $17.21 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $300 Shares 3,769 Est. Cost $64.16 Unrealized +8.1%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $299 Shares 10,363 Est. Cost $28.85 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $299 Shares 7,763 Est. Cost $42.94 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $297 Shares 5,929 Est. Cost $50.09 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $294 Shares 1,521 Est. Cost $182.72 Unrealized +7.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $290 Shares 4,276 Est. Cost $70.18 Unrealized +2.7%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $290 Shares 4,850 Est. Cost $48.19 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $289 Shares 5,232 Est. Cost $70.02 Unrealized
BNS BANK NOVA SCOTIA B C 0.0%
Value ($000) $284 Shares 4,948 Est. Cost $36.63 Unrealized +44.8%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $283 Shares 4,709 Est. Cost $74.42 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $280 Shares 1,384 Est. Cost $252.58 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $276 Shares 2,851 Est. Cost $97.86 Unrealized 0.0%
SHV ISHARES TR 0.0%
Value ($000) $275 Shares 2,500 Est. Cost $110.40 Unrealized
SIL GLOBAL X FDS 0.0%
Value ($000) $275 Shares 10,781 Est. Cost $35.29 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $271 Shares 3,311 Est. Cost $69.68 Unrealized +23.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $271 Shares 791 Est. Cost $376.57 Unrealized -8.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $270 Shares 2,839 Est. Cost $116.44 Unrealized -22.2%
MNA INDEXIQ ETF TR 0.0%
Value ($000) $268 Shares 8,594 Est. Cost $31.18 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $266 Shares 3,414 Est. Cost $90.55 Unrealized
SFL SFL CORPORATION LTD 0.0%
Value ($000) $264 Shares 27,914 Est. Cost $7.96 Unrealized +30.8%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $264 Shares 42,824 Est. Cost $9.28 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $260 Shares 1,684 Est. Cost $158.42 Unrealized 0.0%
SCZ ISHARES TR 0.0%
Value ($000) $258 Shares 4,740 Est. Cost $68.95 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $257 Shares 5,026 Est. Cost $50.47 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $256 Shares 6,457 Est. Cost $80.64 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $255 Shares 965 Est. Cost $241.40 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $254 Shares 5,915 Est. Cost $55.30 Unrealized +0.9%
BBIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $254 Shares 5,480 Est. Cost $54.63 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $253 Shares 5,563 Est. Cost $45.59 Unrealized +13.7%
BIDU BAIDU INC 0.0%
Value ($000) $253 Shares 1,638 Est. Cost $133.70 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $253 Shares 1,191 Est. Cost $257.12 Unrealized -20.5%
SOXX ISHARES TR 0.0%
Value ($000) $253 Shares 738 Est. Cost $488.02 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $252 Shares 9,801 Est. Cost $25.71 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $252 Shares 14,484 Est. Cost $17.40 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $251 Shares 3,853 Est. Cost $65.15 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $250 Shares 5,295 Est. Cost $45.95 Unrealized +7.1%
DDOG DATADOG INC 0.0%
Value ($000) $250 Shares 2,308 Est. Cost $91.61 Unrealized +20.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $249 Shares 4,931 Est. Cost $69.92 Unrealized +3.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $248 Shares 1,585 Est. Cost $148.65 Unrealized +2.1%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $246 Shares 5,959 Est. Cost $57.35 Unrealized -14.9%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $245 Shares 512 Est. Cost $432.66 Unrealized +8.5%
SHYG ISHARES TR 0.0%
Value ($000) $245 Shares 6,039 Est. Cost $45.42 Unrealized
VICTORY PORTFOLIOS II 0.0%
Value ($000) $242 Shares 4,232 Est. Cost $65.00 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $241 Shares 1,452 Est. Cost $206.72 Unrealized -14.5%
ITA ISHARES TR 0.0%
Value ($000) $241 Shares 2,477 Est. Cost $110.19 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $240 Shares 1,209 Est. Cost $191.34 Unrealized +1.2%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $240 Shares 3,866 Est. Cost $67.11 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $239 Shares 4,381 Est. Cost $23.87 Unrealized +6.1%
TRI CONTL CORP 0.0%
Value ($000) $238 Shares 9,106 Est. Cost $30.87 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $237 Shares 2,403 Est. Cost $98.63 Unrealized
CXSE WISDOMTREE TR 0.0%
Value ($000) $233 Shares 5,465 Est. Cost $65.44 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $233 Shares 2,270 Est. Cost $118.23 Unrealized
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $232 Shares 6,795 Est. Cost $34.36 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $231 Shares 5,312 Est. Cost $47.48 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $230 Shares 13,877 Est. Cost $13.73 Unrealized +11.6%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $229 Shares 4,950 Est. Cost $43.25 Unrealized 0.0%
SPYV SPDR SER TR 0.0%
Value ($000) $229 Shares 6,190 Est. Cost $37.00 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $228 Shares 1,143 Est. Cost $284.92 Unrealized -25.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $226 Shares 127 Est. Cost $2273.31 Unrealized -7.7%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $224 Shares 5,013 Est. Cost $53.43 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $223 Shares 1,260 Est. Cost $264.26 Unrealized -27.2%
ARKW ARK ETF TR 0.0%
Value ($000) $223 Shares 4,109 Est. Cost $87.13 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $223 Shares 344 Est. Cost $44.67 Unrealized -3.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $222 Shares 7,440 Est. Cost $37.87 Unrealized -2.1%
IWY ISHARES TR 0.0%
Value ($000) $222 Shares 1,740 Est. Cost $152.23 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $222 Shares 6,871 Est. Cost $56.36 Unrealized -35.8%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $222 Shares 1,868 Est. Cost $113.35 Unrealized -0.7%
VALE VALE S A 0.0%
Value ($000) $221 Shares 15,117 Est. Cost $15.07 Unrealized
TWITTER INC 0.0%
Value ($000) $214 Shares 5,602 Est. Cost $54.19 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $214 Shares 3,722 Est. Cost $57.50 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $213 Shares 9,750 Est. Cost $25.46 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $212 Shares 4,110 Est. Cost $51.58 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $212 Shares 3,204 Est. Cost $61.65 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $211 Shares 888 Est. Cost $237.61 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $210 Shares 2,998 Est. Cost $64.35 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $210 Shares 20,982 Est. Cost $23.93 Unrealized -58.7%
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $210 Shares 7,684 Est. Cost $31.17 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $208 Shares 4,801 Est. Cost $93.24 Unrealized
BLACKROCK INC 0.0%
Value ($000) $207 Shares 334 Est. Cost $761.91 Unrealized
ALLSPRING MULTI SECTOR INCOM 0.0%
Value ($000) $206 Shares 21,944 Est. Cost $12.53 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $206 Shares 2,840 Est. Cost $108.14 Unrealized -20.0%
NULV NUSHARES ETF TR 0.0%
Value ($000) $206 Shares 6,166 Est. Cost $37.66 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $205 Shares 9,027 Est. Cost $22.71 Unrealized
CDC VICTORY PORTFOLIOS II 0.0%
Value ($000) $204 Shares 3,047 Est. Cost $64.51 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $204 Shares 3,214 Est. Cost $65.53 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $204 Shares 2,179 Est. Cost $79.78 Unrealized +8.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $204 Shares 2,143 Est. Cost $93.47 Unrealized -5.3%
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $203 Shares 2,848 Est. Cost $71.28 Unrealized
XES SPDR SER TR 0.0%
Value ($000) $203 Shares 3,394 Est. Cost $75.13 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $202 Shares 3,897 Est. Cost $51.83 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $201 Shares 2,097 Est. Cost $43.49 Unrealized 0.0%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $201 Shares 1,300 Est. Cost $178.46 Unrealized
HPQ HP INC 0.0%
Value ($000) $200 Shares 6,334 Est. Cost $32.05 Unrealized +0.1%
INFY INFOSYS LTD 0.0%
Value ($000) $195 Shares 10,484 Est. Cost $18.60 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $150 Shares 11,294 Est. Cost $36.79 Unrealized -38.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $138 Shares 13,999 Est. Cost $11.74 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $112 Shares 10,570 Est. Cost $14.00 Unrealized
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $102 Shares 15,500 Est. Cost $8.19 Unrealized
ZVIA ZEVIA PBC 0.0%
Value ($000) $101 Shares 35,866 Est. Cost $6.48 Unrealized -52.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $101 Shares 11,540 Est. Cost $22.71 Unrealized -35.4%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $81 Shares 25,047 Est. Cost $7.69 Unrealized -47.3%
NUVEEN SR INCOME FD 0.0%
Value ($000) $59 Shares 12,100 Est. Cost $5.70 Unrealized
TDAY GANNETT CO INC 0.0%
Value ($000) $48 Shares 16,567 Est. Cost $7.08 Unrealized -46.3%
BITF BITFARMS LTD 0.0%
Value ($000) $44 Shares 39,000 Est. Cost $4.69 Unrealized -51.6%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $2.66 Unrealized 0.0%
ADVERUM BIOTECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $20.90 Unrealized