NWAM LLC Diversified Active

CIK: 0001655006 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 8, 2023

Total Value ($000): $1,128,687 (100.0% shares, 0.0% debt)

Holdings (512)

IVV ISHARES TR 5.6%
Value ($000) $62,875 Shares 163,646 Est. Cost $377.09 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $62,281 Shares 479,345 Est. Cost $100.35 Unrealized +40.2%
MSFT MICROSOFT CORP 5.5%
Value ($000) $61,969 Shares 258,396 Est. Cost $72.79 Unrealized +221.5%
VTV VANGUARD INDEX FDS 2.2%
Value ($000) $25,345 Shares 180,558 Est. Cost $92.76 Unrealized
VUG VANGUARD INDEX FDS 1.9%
Value ($000) $20,994 Shares 98,512 Est. Cost $131.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.7%
Value ($000) $18,926 Shares 61,269 Est. Cost $204.50 Unrealized +45.2%
BSV VANGUARD BD INDEX FDS 1.4%
Value ($000) $16,240 Shares 215,724 Est. Cost $80.92 Unrealized
IEFA ISHARES TR 1.4%
Value ($000) $15,906 Shares 258,043 Est. Cost $67.79 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $15,479 Shares 58,131 Est. Cost $296.93 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $15,080 Shares 136,714 Est. Cost $64.34 Unrealized +49.7%
ITOT ISHARES TR 1.2%
Value ($000) $13,508 Shares 159,290 Est. Cost $84.72 Unrealized
IJR ISHARES TR 1.1%
Value ($000) $12,962 Shares 136,960 Est. Cost $97.15 Unrealized
IWF ISHARES TR 1.1%
Value ($000) $12,839 Shares 59,927 Est. Cost $159.53 Unrealized
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $12,545 Shares 115,931 Est. Cost $89.85 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $9,852 Shares 117,284 Est. Cost $122.96 Unrealized -19.7%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $9,604 Shares 21,037 Est. Cost $202.77 Unrealized +131.2%
BND VANGUARD BD INDEX FDS 0.8%
Value ($000) $9,384 Shares 130,626 Est. Cost $81.90 Unrealized
VNQ VANGUARD INDEX FDS 0.8%
Value ($000) $9,316 Shares 112,947 Est. Cost $85.51 Unrealized
IWD ISHARES TR 0.8%
Value ($000) $9,253 Shares 61,015 Est. Cost $123.22 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $8,829 Shares 91,034 Est. Cost $109.04 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $8,742 Shares 22,859 Est. Cost $343.03 Unrealized
IUSB ISHARES TR 0.6%
Value ($000) $7,204 Shares 160,334 Est. Cost $50.05 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $7,075 Shares 70,100 Est. Cost $86.18 Unrealized +1.7%
IWM ISHARES TR 0.6%
Value ($000) $7,039 Shares 40,373 Est. Cost $182.38 Unrealized
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $7,011 Shares 80,153 Est. Cost $60.09 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $6,835 Shares 68,900 Est. Cost $44.98 Unrealized +94.6%
IBB ISHARES TR 0.6%
Value ($000) $6,674 Shares 50,835 Est. Cost $133.75 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $6,532 Shares 36,975 Est. Cost $123.53 Unrealized +27.1%
ESGU ISHARES TR 0.6%
Value ($000) $6,391 Shares 75,412 Est. Cost $88.22 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $6,374 Shares 71,836 Est. Cost $109.21 Unrealized -13.3%
DE DEERE & CO 0.6%
Value ($000) $6,310 Shares 14,716 Est. Cost $334.64 Unrealized +16.2%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $6,299 Shares 44,596 Est. Cost $107.48 Unrealized
COMT ISHARES U S ETF TR 0.5%
Value ($000) $6,152 Shares 218,244 Est. Cost $32.58 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $6,001 Shares 39,516 Est. Cost $118.24 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $5,970 Shares 142,246 Est. Cost $39.28 Unrealized
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $5,855 Shares 10,731 Est. Cost $336.99 Unrealized +46.9%
BIV VANGUARD BD INDEX FDS 0.5%
Value ($000) $5,853 Shares 78,750 Est. Cost $85.08 Unrealized
OIH VANECK ETF TRUST 0.5%
Value ($000) $5,829 Shares 19,172 Est. Cost $240.83 Unrealized
VV VANGUARD INDEX FDS 0.5%
Value ($000) $5,756 Shares 33,044 Est. Cost $116.44 Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $5,697 Shares 21,468 Est. Cost $260.71 Unrealized -6.5%
SLYV SPDR SER TR 0.5%
Value ($000) $5,663 Shares 76,295 Est. Cost $58.45 Unrealized
SDY SPDR SER TR 0.5%
Value ($000) $5,637 Shares 45,052 Est. Cost $102.24 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $5,635 Shares 63,865 Est. Cost $108.35 Unrealized -12.9%
USB US BANCORP DEL 0.5%
Value ($000) $5,596 Shares 128,325 Est. Cost $39.10 Unrealized -6.1%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $5,505 Shares 28,791 Est. Cost $170.31 Unrealized
VB VANGUARD INDEX FDS 0.5%
Value ($000) $5,446 Shares 29,671 Est. Cost $145.61 Unrealized
BA BOEING CO 0.5%
Value ($000) $5,110 Shares 26,825 Est. Cost $155.75 Unrealized +5.0%
BNDX VANGUARD CHARLOTTE FDS 0.4%
Value ($000) $5,060 Shares 106,684 Est. Cost $55.73 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,886 Shares 35,968 Est. Cost $130.77 Unrealized
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $4,822 Shares 126,885 Est. Cost $34.13 Unrealized -1.9%
IJH ISHARES TR 0.4%
Value ($000) $4,821 Shares 19,930 Est. Cost $172.38 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $4,729 Shares 23,200 Est. Cost $161.42 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $4,716 Shares 26,276 Est. Cost $82.68 Unrealized +85.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $4,707 Shares 9,675 Est. Cost $389.46 Unrealized +9.5%
AVUV AMERICAN CENTY ETF TR 0.4%
Value ($000) $4,702 Shares 63,099 Est. Cost $73.70 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $4,676 Shares 57,607 Est. Cost $84.69 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,564 Shares 36,678 Est. Cost $151.76 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $4,561 Shares 30,093 Est. Cost $113.88 Unrealized +14.0%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $4,524 Shares 53,986 Est. Cost $45.45 Unrealized +6.5%
EFV ISHARES TR 0.4%
Value ($000) $4,473 Shares 97,488 Est. Cost $48.80 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $4,395 Shares 61,078 Est. Cost $58.98 Unrealized +10.6%
VYMI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $4,322 Shares 72,545 Est. Cost $66.91 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $4,301 Shares 25,353 Est. Cost $178.76 Unrealized
TLT ISHARES TR 0.4%
Value ($000) $4,290 Shares 43,091 Est. Cost $131.33 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $4,270 Shares 25,401 Est. Cost $148.37 Unrealized +7.4%
MBB ISHARES TR 0.4%
Value ($000) $4,267 Shares 46,004 Est. Cost $99.22 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $4,259 Shares 23,691 Est. Cost $122.35 Unrealized
AIG AMERICAN INTL GROUP INC 0.4%
Value ($000) $4,250 Shares 67,198 Est. Cost $41.80 Unrealized +29.7%
LLY LILLY ELI & CO 0.4%
Value ($000) $4,207 Shares 11,500 Est. Cost $281.25 Unrealized +22.9%
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $4,173 Shares 84,323 Est. Cost $49.63 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $4,162 Shares 12,562 Est. Cost $324.96 Unrealized
EXE CHESAPEAKE ENERGY CORP 0.4%
Value ($000) $4,161 Shares 44,096 Est. Cost $80.21 Unrealized +9.6%
PIONEER NAT RES CO 0.4%
Value ($000) $4,127 Shares 18,070 Est. Cost $217.39 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $4,107 Shares 19,163 Est. Cost $165.72 Unrealized +7.9%
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $4,082 Shares 78,931 Est. Cost $53.16 Unrealized
IXUS ISHARES TR 0.4%
Value ($000) $4,049 Shares 69,956 Est. Cost $65.16 Unrealized
BUNGE LIMITED 0.4%
Value ($000) $4,016 Shares 40,253 Est. Cost $99.77 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $3,974 Shares 7,106 Est. Cost $44.44 Unrealized +7.1%
AMGN AMGEN INC 0.3%
Value ($000) $3,933 Shares 14,973 Est. Cost $190.07 Unrealized +27.7%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $3,858 Shares 98,972 Est. Cost $44.74 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $3,834 Shares 31,122 Est. Cost $263.87 Unrealized -28.2%
IWP ISHARES TR 0.3%
Value ($000) $3,833 Shares 45,854 Est. Cost $112.50 Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $3,808 Shares 61,910 Est. Cost $46.38 Unrealized +28.0%
SLV ISHARES SILVER TR 0.3%
Value ($000) $3,790 Shares 172,095 Est. Cost $22.52 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $3,775 Shares 23,773 Est. Cost $124.38 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $3,771 Shares 73,586 Est. Cost $26.16 Unrealized +53.6%
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $3,753 Shares 154,590 Est. Cost $25.03 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $3,698 Shares 34,747 Est. Cost $121.43 Unrealized
SHYG ISHARES TR 0.3%
Value ($000) $3,657 Shares 89,430 Est. Cost $41.09 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $3,593 Shares 29,791 Est. Cost $97.06 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $3,550 Shares 70,801 Est. Cost $47.03 Unrealized
AEM AGNICO EAGLE MINES LTD 0.3%
Value ($000) $3,533 Shares 67,961 Est. Cost $43.84 Unrealized 0.0%
GOVT ISHARES TR 0.3%
Value ($000) $3,503 Shares 154,197 Est. Cost $25.74 Unrealized
TECK TECK RESOURCES LTD 0.3%
Value ($000) $3,434 Shares 90,806 Est. Cost $23.66 Unrealized +46.3%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3,408 Shares 25,414 Est. Cost $90.56 Unrealized +29.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $3,344 Shares 26,227 Est. Cost $123.35 Unrealized -8.5%
JMST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $3,297 Shares 65,248 Est. Cost $50.30 Unrealized
AA ALCOA CORP 0.3%
Value ($000) $3,292 Shares 72,408 Est. Cost $29.39 Unrealized +42.7%
AMLP ALPS ETF TR 0.3%
Value ($000) $3,276 Shares 86,041 Est. Cost $30.20 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $3,266 Shares 65,150 Est. Cost $50.44 Unrealized
EMB ISHARES TR 0.3%
Value ($000) $3,213 Shares 37,978 Est. Cost $98.66 Unrealized
ARISTA NETWORKS INC 0.3%
Value ($000) $3,180 Shares 26,204 Est. Cost $143.10 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $3,128 Shares 37,346 Est. Cost $98.73 Unrealized
PCAR PACCAR INC 0.3%
Value ($000) $3,078 Shares 31,097 Est. Cost $31.48 Unrealized +81.2%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,040 Shares 27,648 Est. Cost $100.92 Unrealized +7.9%
IWR ISHARES TR 0.3%
Value ($000) $3,017 Shares 44,730 Est. Cost $73.67 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $2,931 Shares 40,656 Est. Cost $68.79 Unrealized
ITB ISHARES TR 0.2%
Value ($000) $2,793 Shares 46,081 Est. Cost $58.90 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $2,579 Shares 54,499 Est. Cost $26.10 Unrealized -13.3%
DHR DANAHER CORPORATION 0.2%
Value ($000) $2,576 Shares 9,706 Est. Cost $202.74 Unrealized +12.5%
EFA ISHARES TR 0.2%
Value ($000) $2,570 Shares 39,155 Est. Cost $64.89 Unrealized
PINS PINTEREST INC 0.2%
Value ($000) $2,556 Shares 105,288 Est. Cost $72.56 Unrealized -67.1%
IYW ISHARES TR 0.2%
Value ($000) $2,498 Shares 33,530 Est. Cost $78.75 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $2,448 Shares 15,150 Est. Cost $78.40 Unrealized +75.0%
EEMV ISHARES INC 0.2%
Value ($000) $2,393 Shares 45,114 Est. Cost $54.67 Unrealized
DISV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,359 Shares 106,208 Est. Cost $20.14 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,293 Shares 69,225 Est. Cost $20.52 Unrealized +54.6%
IJS ISHARES TR 0.2%
Value ($000) $2,219 Shares 24,303 Est. Cost $86.72 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,190 Shares 19,740 Est. Cost $55.46 Unrealized +67.3%
LQD ISHARES TR 0.2%
Value ($000) $2,154 Shares 20,426 Est. Cost $135.90 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $2,100 Shares 44,493 Est. Cost $40.82 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,084 Shares 20,274 Est. Cost $96.51 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $2,062 Shares 19,541 Est. Cost $113.20 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $2,055 Shares 14,063 Est. Cost $17.25 Unrealized -15.1%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,047 Shares 27,457 Est. Cost $69.85 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $2,021 Shares 34,540 Est. Cost $64.75 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $2,006 Shares 50,265 Est. Cost $30.59 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,986 Shares 82,709 Est. Cost $21.80 Unrealized
V VISA INC 0.2%
Value ($000) $1,957 Shares 9,417 Est. Cost $201.50 Unrealized -2.2%
IGSB ISHARES TR 0.2%
Value ($000) $1,904 Shares 38,213 Est. Cost $51.65 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,893 Shares 58,755 Est. Cost $30.34 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,870 Shares 9,214 Est. Cost $154.45 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,822 Shares 28,645 Est. Cost $47.48 Unrealized +15.7%
SUB ISHARES TR 0.2%
Value ($000) $1,820 Shares 17,453 Est. Cost $105.18 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,804 Shares 5,133 Est. Cost $290.03 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,801 Shares 3,396 Est. Cost $350.86 Unrealized +42.6%
GDXJ VANECK ETF TRUST 0.2%
Value ($000) $1,796 Shares 50,366 Est. Cost $32.21 Unrealized
VEEV VEEVA SYS INC 0.2%
Value ($000) $1,791 Shares 11,100 Est. Cost $297.62 Unrealized -42.6%
UNP UNION PAC CORP 0.2%
Value ($000) $1,781 Shares 8,599 Est. Cost $207.17 Unrealized -8.2%
IVE ISHARES TR 0.2%
Value ($000) $1,778 Shares 12,254 Est. Cost $143.75 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $1,776 Shares 45,135 Est. Cost $19.20 Unrealized +71.7%
MINT PIMCO ETF TR 0.2%
Value ($000) $1,761 Shares 17,845 Est. Cost $99.02 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $1,760 Shares 46,426 Est. Cost $38.35 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,756 Shares 18,284 Est. Cost $57.68 Unrealized +46.6%
PEP PEPSICO INC 0.2%
Value ($000) $1,744 Shares 9,653 Est. Cost $125.68 Unrealized +28.0%
PPG PPG INDS INC 0.2%
Value ($000) $1,742 Shares 13,854 Est. Cost $102.54 Unrealized +11.6%
HD HOME DEPOT INC 0.2%
Value ($000) $1,727 Shares 5,467 Est. Cost $204.78 Unrealized +37.3%
BARRICK GOLD CORP 0.2%
Value ($000) $1,712 Shares 99,651 Est. Cost $16.96 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,699 Shares 20,784 Est. Cost $50.90 Unrealized +43.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,698 Shares 43,094 Est. Cost $36.62 Unrealized -16.0%
HFWA HERITAGE FINL CORP WASH 0.2%
Value ($000) $1,695 Shares 55,306 Est. Cost $15.43 Unrealized +102.7%
HYG ISHARES TR 0.1%
Value ($000) $1,691 Shares 22,964 Est. Cost $84.36 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $1,686 Shares 36,263 Est. Cost $29.81 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,665 Shares 19,161 Est. Cost $126.50 Unrealized -26.1%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,630 Shares 21,677 Est. Cost $82.19 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,630 Shares 18,981 Est. Cost $58.75 Unrealized +20.5%
CZA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,623 Shares 18,258 Est. Cost $76.25 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,613 Shares 29,149 Est. Cost $60.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,575 Shares 3,557 Est. Cost $419.90 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,572 Shares 20,815 Est. Cost $69.70 Unrealized
AVIV AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,554 Shares 34,445 Est. Cost $45.11 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $1,550 Shares 38,774 Est. Cost $38.12 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1,544 Shares 1,825 Est. Cost $1340.05 Unrealized -33.6%
MMM 3M CO 0.1%
Value ($000) $1,504 Shares 12,539 Est. Cost $116.37 Unrealized -22.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,486 Shares 42,481 Est. Cost $32.42 Unrealized -7.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,483 Shares 2,692 Est. Cost $531.58 Unrealized -1.2%
IHI ISHARES TR 0.1%
Value ($000) $1,473 Shares 28,025 Est. Cost $84.30 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,459 Shares 5,537 Est. Cost $211.05 Unrealized +16.2%
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,458 Shares 31,995 Est. Cost $41.01 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,429 Shares 4,948 Est. Cost $196.79 Unrealized +54.9%
META META PLATFORMS INC 0.1%
Value ($000) $1,428 Shares 11,865 Est. Cost $203.26 Unrealized -42.6%
IEF ISHARES TR 0.1%
Value ($000) $1,399 Shares 14,611 Est. Cost $114.08 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,386 Shares 12,626 Est. Cost $75.96 Unrealized +28.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,358 Shares 9,641 Est. Cost $97.89 Unrealized +25.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,357 Shares 19,246 Est. Cost $65.67 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.1%
Value ($000) $1,343 Shares 156,930 Est. Cost $10.38 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,311 Shares 27,529 Est. Cost $36.77 Unrealized +12.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,298 Shares 7,464 Est. Cost $95.72 Unrealized +54.7%
LOW LOWES COS INC 0.1%
Value ($000) $1,295 Shares 6,498 Est. Cost $166.67 Unrealized +12.9%
MTUM ISHARES TR 0.1%
Value ($000) $1,292 Shares 8,852 Est. Cost $145.94 Unrealized
PICK ISHARES INC 0.1%
Value ($000) $1,283 Shares 31,301 Est. Cost $51.06 Unrealized
IEUR ISHARES TR 0.1%
Value ($000) $1,258 Shares 26,487 Est. Cost $55.62 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $1,255 Shares 40,160 Est. Cost $79.79 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1,253 Shares 1,737 Est. Cost $621.66 Unrealized +18.0%
TFI SPDR SER TR 0.1%
Value ($000) $1,248 Shares 27,345 Est. Cost $48.36 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,226 Shares 22,066 Est. Cost $77.80 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $1,203 Shares 5,948 Est. Cost $393.79 Unrealized -47.4%
JNK SPDR SER TR 0.1%
Value ($000) $1,187 Shares 13,194 Est. Cost $102.91 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $1,172 Shares 12,090 Est. Cost $98.19 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,169 Shares 9,053 Est. Cost $143.23 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $1,162 Shares 13,800 Est. Cost $86.25 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $1,157 Shares 25,727 Est. Cost $46.64 Unrealized
INARI MED INC 0.1%
Value ($000) $1,157 Shares 18,202 Est. Cost $85.38 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $1,151 Shares 2,106 Est. Cost $728.97 Unrealized
USIG ISHARES TR 0.1%
Value ($000) $1,144 Shares 23,302 Est. Cost $57.22 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,141 Shares 13,238 Est. Cost $86.19 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,137 Shares 24,873 Est. Cost $31.75 Unrealized +10.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,136 Shares 8,369 Est. Cost $115.25 Unrealized -2.2%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,131 Shares 17,133 Est. Cost $52.33 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $1,113 Shares 24,061 Est. Cost $45.50 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,111 Shares 6,513 Est. Cost $175.86 Unrealized
T AT&T INC 0.1%
Value ($000) $1,103 Shares 59,914 Est. Cost $15.42 Unrealized -2.0%
ETF MANAGERS TR 0.1%
Value ($000) $1,100 Shares 104,274 Est. Cost $14.33 Unrealized
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,089 Shares 43,902 Est. Cost $27.12 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,074 Shares 10,612 Est. Cost $74.80 Unrealized +8.7%
TLH ISHARES TR 0.1%
Value ($000) $1,073 Shares 9,915 Est. Cost $125.41 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,071 Shares 14,782 Est. Cost $100.08 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,064 Shares 18,410 Est. Cost $58.75 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $1,062 Shares 3,325 Est. Cost $380.00 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,048 Shares 39,648 Est. Cost $37.33 Unrealized -28.6%
IVLU ISHARES TR 0.1%
Value ($000) $1,031 Shares 44,489 Est. Cost $21.29 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,025 Shares 3,839 Est. Cost $258.34 Unrealized +2.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,022 Shares 6,183 Est. Cost $140.06 Unrealized +8.5%
HAIL SPDR SER TR 0.1%
Value ($000) $998 Shares 33,890 Est. Cost $61.02 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $997 Shares 4,175 Est. Cost $167.68 Unrealized +36.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $976 Shares 18,264 Est. Cost $28.03 Unrealized +64.4%
SEAGEN INC 0.1%
Value ($000) $975 Shares 7,585 Est. Cost $159.07 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $968 Shares 15,264 Est. Cost $46.81 Unrealized +11.6%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $965 Shares 31,742 Est. Cost $27.74 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $943 Shares 6,800 Est. Cost $143.63 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $929 Shares 3,877 Est. Cost $160.89 Unrealized +28.4%
IJJ ISHARES TR 0.1%
Value ($000) $927 Shares 9,196 Est. Cost $88.25 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $920 Shares 112,555 Est. Cost $12.70 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $905 Shares 12,404 Est. Cost $72.71 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $900 Shares 21,828 Est. Cost $38.88 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $888 Shares 24,278 Est. Cost $37.44 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $881 Shares 12,686 Est. Cost $72.58 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $881 Shares 22,980 Est. Cost $77.17 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $876 Shares 6,377 Est. Cost $104.38 Unrealized +5.7%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $862 Shares 19,601 Est. Cost $39.62 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $834 Shares 11,180 Est. Cost $112.48 Unrealized -31.5%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $819 Shares 15,390 Est. Cost $50.04 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $816 Shares 7,160 Est. Cost $122.59 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $813 Shares 11,386 Est. Cost $52.50 Unrealized +13.6%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $811 Shares 16,070 Est. Cost $52.91 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $809 Shares 13,258 Est. Cost $69.17 Unrealized
ARCH RESOURCES INC 0.1%
Value ($000) $805 Shares 5,640 Est. Cost $142.79 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $804 Shares 9,620 Est. Cost $69.91 Unrealized +5.6%
IAU ISHARES GOLD TR 0.1%
Value ($000) $804 Shares 23,247 Est. Cost $33.96 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $800 Shares 13,634 Est. Cost $101.17 Unrealized
IMCG ISHARES TR 0.1%
Value ($000) $797 Shares 14,787 Est. Cost $91.38 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $790 Shares 29,251 Est. Cost $32.13 Unrealized
WMT WALMART INC 0.1%
Value ($000) $780 Shares 5,503 Est. Cost $43.87 Unrealized +4.1%
EFX EQUIFAX INC 0.1%
Value ($000) $778 Shares 4,005 Est. Cost $163.55 Unrealized +9.3%
IEV ISHARES TR 0.1%
Value ($000) $778 Shares 17,170 Est. Cost $37.78 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $777 Shares 35,244 Est. Cost $19.83 Unrealized
BOH BANK HAWAII CORP 0.1%
Value ($000) $776 Shares 10,000 Est. Cost $43.45 Unrealized +53.3%
IEMG ISHARES INC 0.1%
Value ($000) $762 Shares 16,323 Est. Cost $55.42 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $749 Shares 26,147 Est. Cost $34.02 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $748 Shares 30,251 Est. Cost $50.97 Unrealized -46.3%
SUSL ISHARES TR 0.1%
Value ($000) $747 Shares 11,271 Est. Cost $65.34 Unrealized
GME GAMESTOP CORP NEW 0.1%
Value ($000) $746 Shares 40,424 Est. Cost $24.53 Unrealized 0.0%
ICLR ICON PLC 0.1%
Value ($000) $740 Shares 3,810 Est. Cost $268.26 Unrealized -26.1%
BLOK AMPLIFY ETF TR 0.1%
Value ($000) $737 Shares 48,760 Est. Cost $43.72 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $733 Shares 4,262 Est. Cost $203.18 Unrealized
CSX CSX CORP 0.1%
Value ($000) $696 Shares 22,473 Est. Cost $29.93 Unrealized -4.0%
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $693 Shares 11,432 Est. Cost $55.29 Unrealized
NKE NIKE INC 0.1%
Value ($000) $689 Shares 5,890 Est. Cost $121.37 Unrealized -21.5%
BX BLACKSTONE INC 0.1%
Value ($000) $680 Shares 9,159 Est. Cost $62.29 Unrealized +26.2%
DFSU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $676 Shares 27,115 Est. Cost $24.93 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $674 Shares 7,233 Est. Cost $66.94 Unrealized +28.4%
IUSV ISHARES TR 0.1%
Value ($000) $668 Shares 9,464 Est. Cost $70.34 Unrealized
FALN ISHARES TR 0.1%
Value ($000) $661 Shares 26,860 Est. Cost $29.51 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $660 Shares 11,913 Est. Cost $58.94 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $659 Shares 15,999 Est. Cost $41.16 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $648 Shares 12,943 Est. Cost $50.37 Unrealized
AVIG AMERICAN CENTY ETF TR 0.1%
Value ($000) $641 Shares 15,642 Est. Cost $42.98 Unrealized
AVLV AMERICAN CENTY ETF TR 0.1%
Value ($000) $641 Shares 12,766 Est. Cost $45.87 Unrealized
IBUY AMPLIFY ETF TR 0.1%
Value ($000) $640 Shares 16,408 Est. Cost $124.20 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $635 Shares 54,594 Est. Cost $12.62 Unrealized -20.2%
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $633 Shares 36,960 Est. Cost $17.74 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $628 Shares 5,321 Est. Cost $46.72 Unrealized +134.1%
TMUS T-MOBILE US INC 0.1%
Value ($000) $627 Shares 4,478 Est. Cost $124.95 Unrealized +11.1%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $627 Shares 26,567 Est. Cost $22.58 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $626 Shares 9,657 Est. Cost $88.77 Unrealized -25.6%
ARKF ARK ETF TR 0.1%
Value ($000) $623 Shares 43,652 Est. Cost $44.31 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $621 Shares 21,436 Est. Cost $26.92 Unrealized -10.6%
ABRDN ASIA PACIFIC INCOME FU 0.1%
Value ($000) $620 Shares 235,743 Est. Cost $4.35 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.1%
Value ($000) $617 Shares 66,930 Est. Cost $11.71 Unrealized
U UNITY SOFTWARE INC 0.1%
Value ($000) $613 Shares 21,456 Est. Cost $93.85 Unrealized -66.6%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $613 Shares 6,482 Est. Cost $113.70 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $607 Shares 12,238 Est. Cost $49.63 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $607 Shares 13,302 Est. Cost $48.95 Unrealized
ILCV ISHARES TR 0.1%
Value ($000) $606 Shares 9,590 Est. Cost $63.61 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.1%
Value ($000) $605 Shares 166,532 Est. Cost $4.78 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $596 Shares 9,319 Est. Cost $41.21 Unrealized +40.0%
IXJ ISHARES TR 0.1%
Value ($000) $592 Shares 6,974 Est. Cost $77.08 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $591 Shares 6,523 Est. Cost $56.90 Unrealized +42.3%
FDHY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $587 Shares 12,772 Est. Cost $46.00 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $587 Shares 3,739 Est. Cost $117.42 Unrealized +25.1%
IJT ISHARES TR 0.1%
Value ($000) $582 Shares 5,386 Est. Cost $111.23 Unrealized
AAXJ ISHARES TR 0.1%
Value ($000) $574 Shares 8,858 Est. Cost $70.17 Unrealized
PIMCO CORPORATE & INCM STRG 0.1%
Value ($000) $568 Shares 47,929 Est. Cost $14.52 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $567 Shares 4,195 Est. Cost $124.60 Unrealized
SPUS TIDAL ETF TR 0.0%
Value ($000) $560 Shares 21,780 Est. Cost $30.41 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $554 Shares 2,265 Est. Cost $250.46 Unrealized -12.3%
SHEL SHELL PLC 0.0%
Value ($000) $553 Shares 9,712 Est. Cost $54.62 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $553 Shares 13,971 Est. Cost $40.67 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $550 Shares 6,033 Est. Cost $90.04 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $550 Shares 8,728 Est. Cost $63.13 Unrealized +2.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $546 Shares 8,054 Est. Cost $61.82 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $543 Shares 8,281 Est. Cost $70.45 Unrealized
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $541 Shares 13,160 Est. Cost $39.80 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $539 Shares 13,314 Est. Cost $40.51 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $521 Shares 7,657 Est. Cost $65.53 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $519 Shares 8,071 Est. Cost $66.01 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $511 Shares 24,902 Est. Cost $22.24 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $509 Shares 3,925 Est. Cost $91.10 Unrealized +27.0%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $503 Shares 22,520 Est. Cost $19.44 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $499 Shares 11,487 Est. Cost $74.77 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $496 Shares 6,797 Est. Cost $41.47 Unrealized +71.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $494 Shares 9,065 Est. Cost $59.82 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $493 Shares 2,035 Est. Cost $202.13 Unrealized +9.2%
XPH SPDR SER TR 0.0%
Value ($000) $490 Shares 11,962 Est. Cost $42.09 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $489 Shares 6,420 Est. Cost $79.78 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $488 Shares 6,849 Est. Cost $73.54 Unrealized
DOW DOW INC 0.0%
Value ($000) $487 Shares 9,672 Est. Cost $46.40 Unrealized -12.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $485 Shares 1,969 Est. Cost $206.97 Unrealized +6.5%
SCZ ISHARES TR 0.0%
Value ($000) $484 Shares 8,574 Est. Cost $56.49 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $483 Shares 16,261 Est. Cost $55.13 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $483 Shares 7,050 Est. Cost $80.21 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $477 Shares 4,579 Est. Cost $72.92 Unrealized +25.3%
NTRA NATERA INC 0.0%
Value ($000) $476 Shares 11,850 Est. Cost $46.88 Unrealized -12.1%
KEY KEYCORP 0.0%
Value ($000) $474 Shares 27,223 Est. Cost $11.39 Unrealized +29.9%
IFRA ISHARES TR 0.0%
Value ($000) $462 Shares 12,751 Est. Cost $33.70 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $460 Shares 6,016 Est. Cost $72.90 Unrealized +1.4%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $459 Shares 4,674 Est. Cost $89.19 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $456 Shares 4,681 Est. Cost $89.86 Unrealized +3.8%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $449 Shares 37,369 Est. Cost $15.05 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $445 Shares 9,429 Est. Cost $65.77 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $445 Shares 10,000 Est. Cost $79.00 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $443 Shares 22,975 Est. Cost $24.03 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $443 Shares 10,070 Est. Cost $30.19 Unrealized
CMF ISHARES TR 0.0%
Value ($000) $440 Shares 7,845 Est. Cost $62.64 Unrealized
AON AON PLC 0.0%
Value ($000) $439 Shares 1,464 Est. Cost $196.52 Unrealized +45.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $439 Shares 3,146 Est. Cost $87.31 Unrealized -8.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $439 Shares 12,823 Est. Cost $35.97 Unrealized
SMMV ISHARES TR 0.0%
Value ($000) $432 Shares 12,486 Est. Cost $32.33 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $429 Shares 1,233 Est. Cost $333.91 Unrealized -3.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $426 Shares 4,585 Est. Cost $52.18 Unrealized +60.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $425 Shares 3,029 Est. Cost $165.74 Unrealized -22.9%
IGEB ISHARES TR 0.0%
Value ($000) $414 Shares 9,550 Est. Cost $42.29 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $412 Shares 11,164 Est. Cost $46.78 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $412 Shares 1,451 Est. Cost $255.88 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $412 Shares 5,295 Est. Cost $94.15 Unrealized -22.0%
NOW SERVICENOW INC 0.0%
Value ($000) $411 Shares 1,059 Est. Cost $120.68 Unrealized -35.2%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $409 Shares 18,188 Est. Cost $20.52 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $408 Shares 6,982 Est. Cost $66.62 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $406 Shares 1,182 Est. Cost $306.24 Unrealized +5.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $405 Shares 16,793 Est. Cost $24.12 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $405 Shares 4,462 Est. Cost $90.36 Unrealized
ANSYS INC 0.0%
Value ($000) $404 Shares 1,671 Est. Cost $391.15 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $397 Shares 8,277 Est. Cost $55.58 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $396 Shares 1,712 Est. Cost $160.08 Unrealized +32.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $396 Shares 3,404 Est. Cost $81.38 Unrealized +30.8%
RNAM AVIDITY BIOSCIENCES INC 0.0%
Value ($000) $394 Shares 17,741 Est. Cost $24.07 Unrealized -38.1%
TGT TARGET CORP 0.0%
Value ($000) $394 Shares 2,640 Est. Cost $161.06 Unrealized -12.5%
ARB ALTSHARES TRUST 0.0%
Value ($000) $393 Shares 15,270 Est. Cost $26.37 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value ($000) $392 Shares 8,513 Est. Cost $46.65 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $391 Shares 9,084 Est. Cost $39.57 Unrealized -6.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $389 Shares 5,843 Est. Cost $58.43 Unrealized -0.7%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $387 Shares 5,814 Est. Cost $59.66 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $387 Shares 1,804 Est. Cost $263.58 Unrealized
FAD FIRST TR MULTI CAP GROWTH AL 0.0%
Value ($000) $384 Shares 4,048 Est. Cost $113.53 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $384 Shares 4,298 Est. Cost $91.88 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $380 Shares 6,120 Est. Cost $80.91 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $379 Shares 1,799 Est. Cost $210.10 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $378 Shares 5,912 Est. Cost $64.23 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $377 Shares 2,841 Est. Cost $231.66 Unrealized -37.8%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $376 Shares 2,398 Est. Cost $123.32 Unrealized +24.2%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $375 Shares 12,684 Est. Cost $20.54 Unrealized +24.8%
LINDE PLC 0.0%
Value ($000) $372 Shares 1,141 Est. Cost $297.58 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $369 Shares 1,485 Est. Cost $228.84 Unrealized 0.0%
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $368 Shares 36,476 Est. Cost $13.54 Unrealized
JPUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $366 Shares 3,866 Est. Cost $85.62 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $365 Shares 12,123 Est. Cost $41.98 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $360 Shares 5,802 Est. Cost $49.87 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $359 Shares 1,694 Est. Cost $208.68 Unrealized -10.5%
EOG EOG RES INC 0.0%
Value ($000) $355 Shares 2,742 Est. Cost $99.81 Unrealized +18.0%
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $355 Shares 4,128 Est. Cost $74.48 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $354 Shares 1,147 Est. Cost $242.06 Unrealized +7.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $353 Shares 9,443 Est. Cost $41.70 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $352 Shares 1,194 Est. Cost $28.05 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $352 Shares 1,691 Est. Cost $205.79 Unrealized +2.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $351 Shares 4,414 Est. Cost $64.30 Unrealized +10.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $349 Shares 1,861 Est. Cost $169.33 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $349 Shares 1,260 Est. Cost $253.09 Unrealized +11.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $348 Shares 4,155 Est. Cost $60.65 Unrealized +20.3%
XOP SPDR SER TR 0.0%
Value ($000) $344 Shares 2,533 Est. Cost $125.48 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $342 Shares 8,794 Est. Cost $37.63 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $338 Shares 7,475 Est. Cost $45.86 Unrealized -11.6%
AVSF AMERICAN CENTY ETF TR 0.0%
Value ($000) $337 Shares 7,354 Est. Cost $45.65 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $336 Shares 14,202 Est. Cost $29.71 Unrealized
DGT SPDR SER TR 0.0%
Value ($000) $336 Shares 3,322 Est. Cost $111.58 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $336 Shares 5,900 Est. Cost $43.40 Unrealized +18.0%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $331 Shares 4,550 Est. Cost $52.63 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $328 Shares 1,891 Est. Cost $193.70 Unrealized -20.0%
SRVR PACER FDS TR 0.0%
Value ($000) $325 Shares 11,186 Est. Cost $38.50 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $323 Shares 3,140 Est. Cost $87.31 Unrealized -2.9%
HDV ISHARES TR 0.0%
Value ($000) $321 Shares 3,080 Est. Cost $100.20 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $314 Shares 2,909 Est. Cost $119.53 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $313 Shares 4,401 Est. Cost $80.76 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $310 Shares 6,525 Est. Cost $49.93 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $310 Shares 4,511 Est. Cost $25.00 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $309 Shares 5,260 Est. Cost $61.14 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $307 Shares 1,395 Est. Cost $197.50 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $305 Shares 1,238 Est. Cost $198.68 Unrealized +17.3%
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $304 Shares 17,374 Est. Cost $17.21 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $302 Shares 3,305 Est. Cost $91.41 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $302 Shares 2,486 Est. Cost $121.28 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $300 Shares 3,952 Est. Cost $67.68 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $297 Shares 2,573 Est. Cost $85.10 Unrealized +25.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $294 Shares 573 Est. Cost $435.88 Unrealized +11.1%
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $294 Shares 6,609 Est. Cost $44.43 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $293 Shares 7,085 Est. Cost $36.70 Unrealized +11.2%
MS MORGAN STANLEY 0.0%
Value ($000) $292 Shares 3,440 Est. Cost $75.46 Unrealized +1.8%
CI CIGNA CORP NEW 0.0%
Value ($000) $291 Shares 877 Est. Cost $251.49 Unrealized +18.8%
KR KROGER CO 0.0%
Value ($000) $290 Shares 6,509 Est. Cost $45.35 Unrealized -5.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $289 Shares 860 Est. Cost $517.65 Unrealized -38.2%
BHP BHP GROUP LTD 0.0%
Value ($000) $289 Shares 4,652 Est. Cost $62.05 Unrealized
BP BP PLC 0.0%
Value ($000) $289 Shares 8,261 Est. Cost $33.81 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $286 Shares 8,507 Est. Cost $52.37 Unrealized -31.7%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $286 Shares 1,427 Est. Cost $244.37 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $286 Shares 1,729 Est. Cost $149.24 Unrealized +4.5%
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $286 Shares 2,728 Est. Cost $96.98 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $286 Shares 5,716 Est. Cost $63.39 Unrealized -15.1%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $280 Shares 2,814 Est. Cost $86.71 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $279 Shares 6,202 Est. Cost $44.50 Unrealized
SHM SPDR SER TR 0.0%
Value ($000) $275 Shares 5,847 Est. Cost $46.10 Unrealized
MNA INDEXIQ ETF TR 0.0%
Value ($000) $273 Shares 8,593 Est. Cost $31.18 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $272 Shares 1,527 Est. Cost $200.33 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $269 Shares 1,217 Est. Cost $182.72 Unrealized +9.4%
RY ROYAL BK CDA SUSTAINABL 0.0%
Value ($000) $268 Shares 2,849 Est. Cost $95.72 Unrealized -1.4%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $267 Shares 2,539 Est. Cost $178.14 Unrealized -23.2%
SOXX ISHARES TR 0.0%
Value ($000) $266 Shares 764 Est. Cost $348.10 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $265 Shares 2,552 Est. Cost $99.06 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $265 Shares 2,008 Est. Cost $129.61 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $264 Shares 1,839 Est. Cost $157.75 Unrealized -3.3%
XES SPDR SER TR 0.0%
Value ($000) $264 Shares 3,309 Est. Cost $79.75 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $262 Shares 5,962 Est. Cost $46.81 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $262 Shares 2,487 Est. Cost $116.77 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $262 Shares 3,416 Est. Cost $88.23 Unrealized
VALE VALE S A 0.0%
Value ($000) $260 Shares 15,342 Est. Cost $15.16 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $253 Shares 14,018 Est. Cost $13.90 Unrealized +9.2%
IDV ISHARES TR 0.0%
Value ($000) $253 Shares 9,321 Est. Cost $27.16 Unrealized
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $249 Shares 2,191 Est. Cost $113.80 Unrealized
VICTORY PORTFOLIOS II 0.0%
Value ($000) $248 Shares 4,272 Est. Cost $65.00 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $248 Shares 2,241 Est. Cost $100.99 Unrealized 0.0%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $247 Shares 9,201 Est. Cost $25.71 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $247 Shares 4,312 Est. Cost $69.94 Unrealized -20.4%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $243 Shares 288 Est. Cost $44.67 Unrealized +20.4%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $241 Shares 4,915 Est. Cost $36.72 Unrealized +13.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $241 Shares 2,733 Est. Cost $142.53 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $241 Shares 2,532 Est. Cost $80.91 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $238 Shares 4,521 Est. Cost $84.05 Unrealized -42.9%
ADSK AUTODESK INC 0.0%
Value ($000) $237 Shares 1,268 Est. Cost $262.07 Unrealized -23.4%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $237 Shares 814 Est. Cost $275.48 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $236 Shares 914 Est. Cost $226.88 Unrealized +6.2%
GNMA ISHARES TR 0.0%
Value ($000) $234 Shares 5,369 Est. Cost $43.50 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $234 Shares 7,210 Est. Cost $32.39 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $233 Shares 9,106 Est. Cost $30.87 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $230 Shares 8,272 Est. Cost $27.79 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $230 Shares 7,406 Est. Cost $23.56 Unrealized +17.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $229 Shares 891 Est. Cost $237.86 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $229 Shares 6,963 Est. Cost $32.24 Unrealized 0.0%
SFL SFL CORPORATION LTD 0.0%
Value ($000) $229 Shares 24,800 Est. Cost $7.96 Unrealized +22.1%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $227 Shares 6,081 Est. Cost $38.26 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $227 Shares 5,054 Est. Cost $44.82 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $222 Shares 2,667 Est. Cost $74.21 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $222 Shares 1,398 Est. Cost $133.49 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $221 Shares 4,382 Est. Cost $50.35 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $220 Shares 8,211 Est. Cost $30.70 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $220 Shares 4,260 Est. Cost $45.68 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $217 Shares 5,149 Est. Cost $42.21 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $217 Shares 3,941 Est. Cost $55.70 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $217 Shares 4,796 Est. Cost $69.65 Unrealized -29.0%
IWY ISHARES TR 0.0%
Value ($000) $215 Shares 1,782 Est. Cost $151.04 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $215 Shares 2,048 Est. Cost $89.88 Unrealized 0.0%
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $215 Shares 2,850 Est. Cost $75.30 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $214 Shares 864 Est. Cost $248.05 Unrealized
BLACKROCK INC 0.0%
Value ($000) $214 Shares 302 Est. Cost $709.03 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $214 Shares 6,794 Est. Cost $31.47 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $214 Shares 3,047 Est. Cost $59.61 Unrealized 0.0%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $213 Shares 1,300 Est. Cost $163.57 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $210 Shares 1,210 Est. Cost $159.11 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $210 Shares 2,942 Est. Cost $106.21 Unrealized -24.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $208 Shares 1,640 Est. Cost $114.07 Unrealized 0.0%
HYMB SPDR SER TR 0.0%
Value ($000) $208 Shares 4,247 Est. Cost $48.98 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $204 Shares 3,487 Est. Cost $64.97 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $204 Shares 8,847 Est. Cost $22.55 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $203 Shares 4,705 Est. Cost $35.19 Unrealized 0.0%
SIL GLOBAL X FDS 0.0%
Value ($000) $203 Shares 7,206 Est. Cost $28.17 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $202 Shares 850 Est. Cost $213.29 Unrealized 0.0%
ISTB ISHARES TR 0.0%
Value ($000) $201 Shares 4,318 Est. Cost $51.56 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $200 Shares 4,460 Est. Cost $44.90 Unrealized
ALLSPRING MULTI SECTOR INCOM 0.0%
Value ($000) $192 Shares 19,636 Est. Cost $12.53 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $189 Shares 10,484 Est. Cost $18.01 Unrealized
PARAMOUNT GLOBAL 0.0%
Value ($000) $179 Shares 10,581 Est. Cost $16.88 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $175 Shares 14,710 Est. Cost $11.74 Unrealized
ZVIA ZEVIA PBC 0.0%
Value ($000) $147 Shares 35,866 Est. Cost $6.48 Unrealized -36.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $131 Shares 20,395 Est. Cost $23.41 Unrealized -67.6%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $105 Shares 22,946 Est. Cost $7.69 Unrealized -49.9%
SNAP SNAP INC 0.0%
Value ($000) $96 Shares 10,724 Est. Cost $35.31 Unrealized -72.1%
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $95 Shares 15,500 Est. Cost $8.19 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $92 Shares 11,400 Est. Cost $21.35 Unrealized -59.6%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $55 Shares 10,615 Est. Cost $6.15 Unrealized 0.0%
TDAY GANNETT CO INC 0.0%
Value ($000) $28 Shares 13,942 Est. Cost $7.08 Unrealized -72.9%
XLO XILIO THERAPEUTICS INC 0.0%
Value ($000) $27 Shares 10,000 Est. Cost $2.77 Unrealized -13.1%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $2.66 Unrealized +10.7%
BITF BITFARMS LTD 0.0%
Value ($000) $17 Shares 39,500 Est. Cost $4.65 Unrealized -84.1%
ADVERUM BIOTECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $20.90 Unrealized
CORE SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 14,615 Est. Cost $0.08 Unrealized