ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 8, 2023

Total Value ($000): $1,045,886 (100.0% shares, 0.0% debt)

Holdings (342)

VIG VANGUARD SPECIALIZED FUNDS 3.4%
Value ($000) $35,778 Shares 232,310 Est. Cost $75.12 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $26,035 Shares 90,306 Est. Cost $106.71 Unrealized +133.8%
MGC VANGUARD WORLD FD 2.2%
Value ($000) $23,221 Shares 162,225 Est. Cost $146.60 Unrealized
SDY SPDR SER TR 2.2%
Value ($000) $23,098 Shares 186,714 Est. Cost $85.78 Unrealized
SCHM SCHWAB STRATEGIC TR 2.1%
Value ($000) $22,473 Shares 331,217 Est. Cost $47.13 Unrealized
SCHG SCHWAB STRATEGIC TR 2.0%
Value ($000) $20,641 Shares 316,732 Est. Cost $72.00 Unrealized
SPDW SPDR INDEX SHS FDS 1.8%
Value ($000) $19,037 Shares 592,695 Est. Cost $32.78 Unrealized
IGIB ISHARES TR 1.7%
Value ($000) $18,253 Shares 355,942 Est. Cost $57.20 Unrealized
VTIP VANGUARD MALVERN FDS 1.7%
Value ($000) $18,053 Shares 377,527 Est. Cost $47.93 Unrealized
VO VANGUARD INDEX FDS 1.7%
Value ($000) $17,724 Shares 84,030 Est. Cost $196.08 Unrealized
SCHV SCHWAB STRATEGIC TR 1.6%
Value ($000) $17,022 Shares 259,567 Est. Cost $52.97 Unrealized
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $16,973 Shares 35,903 Est. Cost $318.19 Unrealized +36.2%
AAPL APPLE INC 1.6%
Value ($000) $16,856 Shares 102,220 Est. Cost $84.53 Unrealized +72.1%
DGRO ISHARES TR 1.6%
Value ($000) $16,663 Shares 333,333 Est. Cost $50.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $15,985 Shares 51,769 Est. Cost $212.88 Unrealized +44.8%
STIP ISHARES TR 1.5%
Value ($000) $15,533 Shares 156,540 Est. Cost $103.73 Unrealized
IJR ISHARES TR 1.4%
Value ($000) $15,022 Shares 155,347 Est. Cost $80.24 Unrealized
ENB ENBRIDGE INC 1.4%
Value ($000) $14,759 Shares 386,872 Est. Cost $26.98 Unrealized +20.2%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $14,666 Shares 112,545 Est. Cost $96.58 Unrealized +32.7%
CMCSA COMCAST CORP NEW 1.3%
Value ($000) $14,025 Shares 369,960 Est. Cost $32.04 Unrealized +8.1%
AMZN AMAZON COM INC 1.3%
Value ($000) $13,545 Shares 131,140 Est. Cost $119.25 Unrealized -19.0%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $13,540 Shares 123,470 Est. Cost $61.20 Unrealized +63.7%
GOOG ALPHABET INC 1.3%
Value ($000) $13,408 Shares 128,921 Est. Cost $103.27 Unrealized -7.2%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $13,050 Shares 134,186 Est. Cost $76.41 Unrealized +13.8%
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $11,763 Shares 160,779 Est. Cost $41.49 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $11,420 Shares 226,955 Est. Cost $50.15 Unrealized
V VISA INC 1.1%
Value ($000) $11,249 Shares 49,892 Est. Cost $80.62 Unrealized +170.2%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $10,923 Shares 292,220 Est. Cost $36.85 Unrealized +9.8%
ADI ANALOG DEVICES INC 1.0%
Value ($000) $10,776 Shares 54,639 Est. Cost $96.26 Unrealized +77.2%
NVS NOVARTIS AG 1.0%
Value ($000) $10,452 Shares 113,609 Est. Cost $80.26 Unrealized
CVS CVS HEALTH CORP 0.9%
Value ($000) $9,654 Shares 129,920 Est. Cost $53.55 Unrealized +40.4%
BLACKROCK INC 0.9%
Value ($000) $8,961 Shares 13,391 Est. Cost $352.65 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $8,844 Shares 85,264 Est. Cost $106.51 Unrealized -10.6%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $8,810 Shares 35,591 Est. Cost $228.34 Unrealized +1.7%
VOE VANGUARD INDEX FDS 0.8%
Value ($000) $8,628 Shares 64,351 Est. Cost $118.21 Unrealized
SCHX SCHWAB STRATEGIC TR 0.8%
Value ($000) $8,563 Shares 177,036 Est. Cost $55.51 Unrealized
ORCL ORACLE CORP 0.8%
Value ($000) $8,543 Shares 91,944 Est. Cost $64.58 Unrealized +31.3%
KBE SPDR SER TR 0.8%
Value ($000) $8,493 Shares 229,102 Est. Cost $49.98 Unrealized
SNY SANOFI 0.8%
Value ($000) $8,216 Shares 150,969 Est. Cost $47.51 Unrealized
EFAV ISHARES TR 0.7%
Value ($000) $7,828 Shares 115,707 Est. Cost $70.02 Unrealized
KO COCA COLA CO 0.7%
Value ($000) $7,265 Shares 117,117 Est. Cost $32.28 Unrealized +71.6%
C CITIGROUP INC 0.7%
Value ($000) $6,804 Shares 145,101 Est. Cost $49.66 Unrealized -10.8%
IWY ISHARES TR 0.6%
Value ($000) $6,659 Shares 47,934 Est. Cost $138.97 Unrealized
COR AMERISOURCEBERGEN CORP 0.6%
Value ($000) $6,639 Shares 41,466 Est. Cost $77.35 Unrealized +99.8%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $6,498 Shares 67,362 Est. Cost $75.49 Unrealized +16.8%
SCHA SCHWAB STRATEGIC TR 0.6%
Value ($000) $6,385 Shares 152,286 Est. Cost $58.08 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $6,371 Shares 65,056 Est. Cost $62.60 Unrealized +47.4%
PEP PEPSICO INC 0.6%
Value ($000) $6,371 Shares 34,947 Est. Cost $61.82 Unrealized +156.7%
SCHW SCHWAB CHARLES CORP 0.6%
Value ($000) $5,925 Shares 113,123 Est. Cost $70.45 Unrealized -0.3%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $5,911 Shares 38,133 Est. Cost $121.58 Unrealized +21.6%
SBUX STARBUCKS CORP 0.6%
Value ($000) $5,895 Shares 56,612 Est. Cost $54.56 Unrealized +77.9%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $5,788 Shares 25,364 Est. Cost $196.98 Unrealized +10.5%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $5,750 Shares 2,168 Est. Cost $2054.10 Unrealized +16.6%
FISV FISERV INC 0.5%
Value ($000) $5,750 Shares 50,874 Est. Cost $107.61 Unrealized +2.2%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $5,685 Shares 19,794 Est. Cost $223.24 Unrealized +21.0%
UNILEVER PLC 0.5%
Value ($000) $5,672 Shares 109,214 Est. Cost $46.56 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.5%
Value ($000) $5,605 Shares 126,149 Est. Cost $47.37 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $5,526 Shares 22,091 Est. Cost $131.21 Unrealized
MCK MCKESSON CORP 0.5%
Value ($000) $5,454 Shares 15,319 Est. Cost $191.65 Unrealized +85.8%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $5,390 Shares 32,674 Est. Cost $80.15 Unrealized +99.6%
WPP WPP PLC NEW 0.5%
Value ($000) $5,347 Shares 89,828 Est. Cost $67.26 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $5,300 Shares 21,925 Est. Cost $173.04 Unrealized +29.5%
PFE PFIZER INC 0.5%
Value ($000) $5,248 Shares 128,634 Est. Cost $20.56 Unrealized +77.8%
SPHY SPDR SER TR 0.5%
Value ($000) $5,195 Shares 226,086 Est. Cost $24.98 Unrealized
OMC OMNICOM GROUP INC 0.5%
Value ($000) $5,185 Shares 54,955 Est. Cost $63.01 Unrealized +27.6%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $4,976 Shares 13,230 Est. Cost $338.88 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.5%
Value ($000) $4,881 Shares 104,040 Est. Cost $54.30 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $4,794 Shares 185,104 Est. Cost $35.65 Unrealized
EIX EDISON INTL 0.5%
Value ($000) $4,738 Shares 67,124 Est. Cost $54.38 Unrealized +8.9%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $4,421 Shares 214,699 Est. Cost $21.88 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $4,394 Shares 29,552 Est. Cost $110.23 Unrealized +20.8%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $4,285 Shares 89,542 Est. Cost $55.45 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $4,204 Shares 47,859 Est. Cost $51.60 Unrealized +57.3%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $4,193 Shares 107,823 Est. Cost $35.10 Unrealized -6.8%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $4,154 Shares 91,409 Est. Cost $40.99 Unrealized +9.2%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $4,116 Shares 54,772 Est. Cost $67.83 Unrealized +2.6%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $4,055 Shares 199,929 Est. Cost $21.38 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $3,722 Shares 106,953 Est. Cost $31.09 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $3,492 Shares 14,293 Est. Cost $76.66 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $3,431 Shares 100,533 Est. Cost $38.62 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $3,406 Shares 60,910 Est. Cost $60.14 Unrealized -15.9%
ABBV ABBVIE INC 0.3%
Value ($000) $3,402 Shares 21,348 Est. Cost $60.59 Unrealized +128.0%
SHAG WISDOMTREE TR 0.3%
Value ($000) $3,362 Shares 71,270 Est. Cost $51.24 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,318 Shares 21,969 Est. Cost $46.14 Unrealized
SCHY SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,317 Shares 140,363 Est. Cost $23.59 Unrealized
FNDA SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,224 Shares 66,245 Est. Cost $31.36 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $3,164 Shares 41,907 Est. Cost $77.66 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.3%
Value ($000) $3,145 Shares 112,812 Est. Cost $28.63 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,133 Shares 163,535 Est. Cost $18.99 Unrealized
PAGP PLAINS GP HLDGS L P 0.3%
Value ($000) $3,064 Shares 233,553 Est. Cost $11.86 Unrealized
VLY VALLEY NATL BANCORP 0.3%
Value ($000) $3,032 Shares 328,116 Est. Cost $10.26 Unrealized +7.8%
XSLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $2,892 Shares 68,283 Est. Cost $44.23 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $2,889 Shares 53,170 Est. Cost $60.38 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,874 Shares 14,079 Est. Cost $123.41 Unrealized
VNLA JANUS DETROIT STR TR 0.3%
Value ($000) $2,825 Shares 59,158 Est. Cost $48.44 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $2,769 Shares 8,627 Est. Cost $300.75 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $2,692 Shares 26,478 Est. Cost $87.60 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $2,679 Shares 16,013 Est. Cost $84.46 Unrealized +83.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $2,613 Shares 9,346 Est. Cost $151.58 Unrealized +65.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,578 Shares 90,138 Est. Cost $18.90 Unrealized +61.8%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,527 Shares 78,600 Est. Cost $32.15 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,519 Shares 10,100 Est. Cost $152.10 Unrealized
JNK SPDR SER TR 0.2%
Value ($000) $2,488 Shares 26,800 Est. Cost $92.82 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $2,453 Shares 22,253 Est. Cost $124.70 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,447 Shares 6,733 Est. Cost $90.84 Unrealized +293.5%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $2,438 Shares 12,567 Est. Cost $132.15 Unrealized +19.7%
MO ALTRIA GROUP INC 0.2%
Value ($000) $2,438 Shares 54,629 Est. Cost $35.02 Unrealized +3.6%
WMT WALMART INC 0.2%
Value ($000) $2,436 Shares 16,519 Est. Cost $30.01 Unrealized +52.6%
SPIRIT RLTY CAP INC NEW 0.2%
Value ($000) $2,383 Shares 59,824 Est. Cost $43.76 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $2,324 Shares 5,677 Est. Cost $338.48 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,291 Shares 14,044 Est. Cost $73.41 Unrealized +102.2%
KMX CARMAX INC 0.2%
Value ($000) $2,277 Shares 35,423 Est. Cost $91.15 Unrealized -26.6%
EBAY EBAY INC. 0.2%
Value ($000) $2,205 Shares 49,685 Est. Cost $44.57 Unrealized -2.8%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $2,142 Shares 27,999 Est. Cost $80.27 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $2,142 Shares 30,897 Est. Cost $48.49 Unrealized +26.8%
EFA ISHARES TR 0.2%
Value ($000) $2,062 Shares 28,826 Est. Cost $63.89 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,057 Shares 26,980 Est. Cost $80.69 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,955 Shares 4,137 Est. Cost $382.17 Unrealized +19.6%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $1,936 Shares 9,935 Est. Cost $100.64 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.2%
Value ($000) $1,923 Shares 19,256 Est. Cost $84.29 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,862 Shares 23,097 Est. Cost $87.97 Unrealized -15.3%
TLH ISHARES TR 0.2%
Value ($000) $1,833 Shares 16,005 Est. Cost $114.54 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,791 Shares 11,283 Est. Cost $107.18 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,763 Shares 3,834 Est. Cost $259.38 Unrealized +75.5%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,750 Shares 12,098 Est. Cost $133.49 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,709 Shares 16,893 Est. Cost $101.18 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,661 Shares 12,830 Est. Cost $107.85 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,649 Shares 85,440 Est. Cost $19.17 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $1,644 Shares 19,231 Est. Cost $37.17 Unrealized +93.6%
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,617 Shares 6,144 Est. Cost $251.68 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,590 Shares 11,389 Est. Cost $39.92 Unrealized +208.1%
XMLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,574 Shares 30,043 Est. Cost $53.05 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $1,561 Shares 31,657 Est. Cost $49.10 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,512 Shares 5,123 Est. Cost $149.51 Unrealized +90.4%
IBB ISHARES TR 0.1%
Value ($000) $1,495 Shares 11,578 Est. Cost $126.36 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,486 Shares 7,989 Est. Cost $158.32 Unrealized +1.9%
VIOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $1,477 Shares 15,595 Est. Cost $137.68 Unrealized
BLACKROCK CORE BD TR 0.1%
Value ($000) $1,463 Shares 134,952 Est. Cost $14.07 Unrealized
INVESCO BD FD 0.1%
Value ($000) $1,446 Shares 93,820 Est. Cost $15.57 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $1,445 Shares 6,819 Est. Cost $155.05 Unrealized +9.1%
WESTERN ASSET PREMIER BD FD 0.1%
Value ($000) $1,444 Shares 141,609 Est. Cost $13.87 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,398 Shares 12,978 Est. Cost $112.91 Unrealized
IGOV ISHARES TR 0.1%
Value ($000) $1,373 Shares 34,158 Est. Cost $40.21 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $1,328 Shares 15,642 Est. Cost $82.80 Unrealized
MAINSTAY MACKAY DEFINEDTERM 0.1%
Value ($000) $1,305 Shares 75,082 Est. Cost $20.45 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $1,282 Shares 17,930 Est. Cost $79.42 Unrealized
DGS WISDOMTREE TR 0.1%
Value ($000) $1,275 Shares 27,851 Est. Cost $46.93 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $1,267 Shares 2,264 Est. Cost $53.36 Unrealized +858.7%
VRIG INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $1,244 Shares 50,328 Est. Cost $24.67 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $1,221 Shares 24,294 Est. Cost $50.26 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,207 Shares 11,341 Est. Cost $66.22 Unrealized +49.0%
CRM SALESFORCE INC 0.1%
Value ($000) $1,195 Shares 5,982 Est. Cost $123.96 Unrealized +34.6%
IVV ISHARES TR 0.1%
Value ($000) $1,184 Shares 2,880 Est. Cost $421.96 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $1,159 Shares 18,142 Est. Cost $70.82 Unrealized
EATON VANCE MUNI INCOME TRUS 0.1%
Value ($000) $1,158 Shares 114,307 Est. Cost $13.06 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,137 Shares 15,402 Est. Cost $42.29 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $1,092 Shares 15,229 Est. Cost $49.56 Unrealized +36.8%
USMV ISHARES TR 0.1%
Value ($000) $1,074 Shares 14,762 Est. Cost $70.65 Unrealized
BNY MELLON MUN BD INFRASTRUC 0.1%
Value ($000) $1,074 Shares 92,640 Est. Cost $13.62 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,073 Shares 50,887 Est. Cost $21.53 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $1,051 Shares 19,374 Est. Cost $71.85 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $1,048 Shares 21,071 Est. Cost $48.30 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,040 Shares 19,902 Est. Cost $34.53 Unrealized +29.9%
CORT CORCEPT THERAPEUTICS INC 0.1%
Value ($000) $1,039 Shares 47,980 Est. Cost $21.92 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,013 Shares 11,620 Est. Cost $44.09 Unrealized +87.3%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,012 Shares 18,329 Est. Cost $51.89 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,002 Shares 39,306 Est. Cost $26.99 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $989 Shares 9,372 Est. Cost $70.68 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $951 Shares 18,875 Est. Cost $50.29 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $938 Shares 1,105 Est. Cost $13.20 Unrealized +315.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $931 Shares 2 Est. Cost $292921.40 Unrealized +59.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $927 Shares 2,007 Est. Cost $442.02 Unrealized 0.0%
ICSH ISHARES TR 0.1%
Value ($000) $914 Shares 18,198 Est. Cost $50.04 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $912 Shares 4,561 Est. Cost $65.48 Unrealized +193.5%
TSLA TESLA INC 0.1%
Value ($000) $909 Shares 4,382 Est. Cost $228.05 Unrealized -23.5%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $860 Shares 3,095 Est. Cost $18.90 Unrealized +14.4%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $844 Shares 11,425 Est. Cost $78.90 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $838 Shares 12,041 Est. Cost $32.19 Unrealized +88.5%
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $837 Shares 35,355 Est. Cost $23.30 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $837 Shares 15,653 Est. Cost $55.53 Unrealized
FEDERATED HERMES PREM MUNI I 0.1%
Value ($000) $835 Shares 77,158 Est. Cost $14.50 Unrealized
TRN TRINITY INDS INC 0.1%
Value ($000) $805 Shares 33,050 Est. Cost $15.96 Unrealized +47.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $805 Shares 11,547 Est. Cost $25.82 Unrealized +136.7%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $802 Shares 9,996 Est. Cost $88.99 Unrealized
T AT&T INC 0.1%
Value ($000) $790 Shares 41,049 Est. Cost $14.20 Unrealized +15.2%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $788 Shares 65,936 Est. Cost $13.00 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $779 Shares 16,597 Est. Cost $44.30 Unrealized
TR TOOTSIE ROLL INDS INC 0.1%
Value ($000) $757 Shares 16,852 Est. Cost $41.08 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $754 Shares 10,096 Est. Cost $73.74 Unrealized
COLL COLLEGIUM PHARMACEUTICAL INC 0.1%
Value ($000) $729 Shares 30,388 Est. Cost $26.52 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $725 Shares 21,151 Est. Cost $43.85 Unrealized -11.1%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $715 Shares 3,305 Est. Cost $133.24 Unrealized
FE FIRSTENERGY CORP 0.1%
Value ($000) $699 Shares 17,440 Est. Cost $28.70 Unrealized +24.9%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $699 Shares 8,661 Est. Cost $76.23 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $691 Shares 18,548 Est. Cost $16.66 Unrealized +92.6%
BLACKROCK MUNIHOLDINGS FD IN 0.1%
Value ($000) $673 Shares 55,853 Est. Cost $16.00 Unrealized
BLACKROCK FLOATING RATE INC 0.1%
Value ($000) $660 Shares 58,845 Est. Cost $13.05 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $655 Shares 12,479 Est. Cost $30.00 Unrealized +75.0%
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $646 Shares 32,407 Est. Cost $21.51 Unrealized
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $642 Shares 1,640 Est. Cost $339.53 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $640 Shares 3,586 Est. Cost $157.27 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $637 Shares 18,682 Est. Cost $39.06 Unrealized -4.5%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $636 Shares 3,355 Est. Cost $119.42 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $621 Shares 6,206 Est. Cost $103.37 Unrealized -4.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $607 Shares 7,330 Est. Cost $78.32 Unrealized
OUNZ VANECK MERK GOLD TR 0.1%
Value ($000) $596 Shares 31,221 Est. Cost $19.10 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $594 Shares 1,676 Est. Cost $325.31 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $594 Shares 7,040 Est. Cost $76.55 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $593 Shares 3,461 Est. Cost $172.02 Unrealized 0.0%
NDSN NORDSON CORP 0.1%
Value ($000) $581 Shares 2,613 Est. Cost $220.62 Unrealized 0.0%
EPAM EPAM SYS INC 0.1%
Value ($000) $578 Shares 1,934 Est. Cost $322.16 Unrealized 0.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $578 Shares 9,716 Est. Cost $59.99 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $567 Shares 1,783 Est. Cost $302.16 Unrealized 0.0%
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $564 Shares 5,025 Est. Cost $117.72 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $562 Shares 4,885 Est. Cost $115.08 Unrealized
GGG GRACO INC 0.1%
Value ($000) $556 Shares 7,609 Est. Cost $66.84 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $551 Shares 4,203 Est. Cost $113.13 Unrealized +6.7%
UHS UNIVERSAL HLTH SVCS INC 0.1%
Value ($000) $544 Shares 4,279 Est. Cost $136.14 Unrealized 0.0%
CERIDIAN HCM HLDG INC 0.1%
Value ($000) $541 Shares 7,395 Est. Cost $70.96 Unrealized 0.0%
SLX VANECK ETF TRUST 0.1%
Value ($000) $535 Shares 8,394 Est. Cost $38.15 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $531 Shares 5,820 Est. Cost $91.24 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $524 Shares 2,892 Est. Cost $118.34 Unrealized
FNLC FIRST BANCORP INC ME 0.0%
Value ($000) $515 Shares 19,880 Est. Cost $19.44 Unrealized +24.8%
ABT ABBOTT LABS 0.0%
Value ($000) $513 Shares 5,066 Est. Cost $33.95 Unrealized +194.6%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $512 Shares 8,720 Est. Cost $58.22 Unrealized 0.0%
SUSA ISHARES TR 0.0%
Value ($000) $498 Shares 5,673 Est. Cost $96.72 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $496 Shares 5,969 Est. Cost $80.07 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $496 Shares 8,466 Est. Cost $60.39 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $482 Shares 3,775 Est. Cost $98.66 Unrealized
NEUBERGER BERMAN MUN FD INC 0.0%
Value ($000) $478 Shares 43,695 Est. Cost $14.90 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $476 Shares 14,570 Est. Cost $27.52 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $470 Shares 1,600 Est. Cost $308.06 Unrealized -12.2%
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $465 Shares 39,707 Est. Cost $14.49 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $461 Shares 2,514 Est. Cost $151.25 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $455 Shares 1,323 Est. Cost $299.96 Unrealized +10.0%
ITB ISHARES TR 0.0%
Value ($000) $448 Shares 6,367 Est. Cost $60.87 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $443 Shares 6,015 Est. Cost $66.92 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $443 Shares 8,451 Est. Cost $53.35 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $437 Shares 3,987 Est. Cost $134.10 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $435 Shares 2,908 Est. Cost $149.54 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $434 Shares 13,917 Est. Cost $39.18 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $434 Shares 6,202 Est. Cost $61.21 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $433 Shares 8,560 Est. Cost $50.54 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $431 Shares 6,366 Est. Cost $68.49 Unrealized
EWL ISHARES INC 0.0%
Value ($000) $426 Shares 9,390 Est. Cost $45.32 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $422 Shares 29,060 Est. Cost $18.24 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $419 Shares 9,929 Est. Cost $45.30 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $417 Shares 3,555 Est. Cost $114.85 Unrealized
KMLM KRANESHARES TR 0.0%
Value ($000) $416 Shares 14,120 Est. Cost $30.55 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $416 Shares 907 Est. Cost $336.17 Unrealized
SOUTHSTATE CORPORATION 0.0%
Value ($000) $414 Shares 5,806 Est. Cost $47.63 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $409 Shares 8,671 Est. Cost $47.16 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $408 Shares 3,563 Est. Cost $44.64 Unrealized +133.7%
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $396 Shares 33,886 Est. Cost $13.82 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $389 Shares 1,904 Est. Cost $172.07 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $383 Shares 72,882 Est. Cost $9.11 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $373 Shares 6,962 Est. Cost $57.85 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $372 Shares 1,781 Est. Cost $134.05 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $361 Shares 3,148 Est. Cost $58.82 Unrealized +85.8%
MTUM ISHARES TR 0.0%
Value ($000) $356 Shares 2,559 Est. Cost $189.99 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $355 Shares 7,014 Est. Cost $52.11 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $354 Shares 2,138 Est. Cost $108.58 Unrealized +36.9%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $349 Shares 1,755 Est. Cost $105.23 Unrealized +103.1%
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $345 Shares 13,136 Est. Cost $29.11 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $343 Shares 1,300 Est. Cost $193.55 Unrealized +28.1%
SPYG SPDR SER TR 0.0%
Value ($000) $342 Shares 6,185 Est. Cost $55.36 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $342 Shares 14,609 Est. Cost $26.01 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $340 Shares 3,075 Est. Cost $110.50 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $329 Shares 4,351 Est. Cost $85.29 Unrealized
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $327 Shares 21,700 Est. Cost $15.07 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $327 Shares 22,840 Est. Cost $13.05 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $326 Shares 3,112 Est. Cost $102.59 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $325 Shares 12,219 Est. Cost $24.44 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $324 Shares 1,703 Est. Cost $169.93 Unrealized
ALLIANCEBERNSTEIN NATL MUN I 0.0%
Value ($000) $324 Shares 29,600 Est. Cost $14.90 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $323 Shares 5,086 Est. Cost $37.20 Unrealized +54.1%
INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $321 Shares 34,669 Est. Cost $8.51 Unrealized
BA BOEING CO 0.0%
Value ($000) $321 Shares 1,510 Est. Cost $163.57 Unrealized +27.0%
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $317 Shares 7,968 Est. Cost $39.76 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $309 Shares 4,051 Est. Cost $88.34 Unrealized
DOW DOW INC 0.0%
Value ($000) $303 Shares 5,533 Est. Cost $47.30 Unrealized 0.0%
SPAB SPDR SER TR 0.0%
Value ($000) $299 Shares 11,602 Est. Cost $25.79 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $299 Shares 4,728 Est. Cost $57.81 Unrealized +10.3%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $296 Shares 7,192 Est. Cost $43.25 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $295 Shares 6,523 Est. Cost $45.17 Unrealized
ROYCE VALUE TR INC 0.0%
Value ($000) $294 Shares 21,672 Est. Cost $13.26 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $289 Shares 1,210 Est. Cost $244.22 Unrealized
DE DEERE & CO 0.0%
Value ($000) $288 Shares 698 Est. Cost $237.27 Unrealized +67.4%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $286 Shares 1,798 Est. Cost $135.34 Unrealized
BP BP PLC 0.0%
Value ($000) $281 Shares 7,394 Est. Cost $29.45 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $280 Shares 6,931 Est. Cost $42.36 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $276 Shares 6,737 Est. Cost $33.48 Unrealized +19.4%
SOXX ISHARES TR 0.0%
Value ($000) $272 Shares 612 Est. Cost $347.98 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $272 Shares 2,030 Est. Cost $155.84 Unrealized -24.6%
XHB SPDR SER TR 0.0%
Value ($000) $264 Shares 3,898 Est. Cost $57.75 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $263 Shares 3,413 Est. Cost $75.62 Unrealized -6.6%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $262 Shares 679 Est. Cost $353.32 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $261 Shares 939 Est. Cost $213.22 Unrealized +29.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $259 Shares 7,066 Est. Cost $31.99 Unrealized +14.6%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $259 Shares 2,291 Est. Cost $92.38 Unrealized +20.4%
ETD ETHAN ALLEN INTERIORS INC 0.0%
Value ($000) $257 Shares 9,372 Est. Cost $23.17 Unrealized 0.0%
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $257 Shares 24,961 Est. Cost $13.91 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $252 Shares 2,637 Est. Cost $75.59 Unrealized +12.2%
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $251 Shares 2,947 Est. Cost $85.30 Unrealized
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $249 Shares 41,490 Est. Cost $7.93 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $249 Shares 3,939 Est. Cost $70.99 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $240 Shares 3,795 Est. Cost $55.37 Unrealized -0.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $235 Shares 408 Est. Cost $476.20 Unrealized +17.3%
SUPER MICRO COMPUTER INC 0.0%
Value ($000) $233 Shares 2,185 Est. Cost $106.55 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $232 Shares 3,041 Est. Cost $63.29 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $230 Shares 1,701 Est. Cost $123.10 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $228 Shares 4,668 Est. Cost $50.13 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $226 Shares 2,768 Est. Cost $80.82 Unrealized 0.0%
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $224 Shares 17,115 Est. Cost $16.69 Unrealized
BOOM DMC GLOBAL INC 0.0%
Value ($000) $222 Shares 10,124 Est. Cost $22.90 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $222 Shares 19,271 Est. Cost $14.82 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $222 Shares 2,310 Est. Cost $99.69 Unrealized 0.0%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $222 Shares 15,610 Est. Cost $18.29 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $221 Shares 14,240 Est. Cost $10.62 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $220 Shares 12,553 Est. Cost $11.45 Unrealized +33.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $216 Shares 946 Est. Cost $160.41 Unrealized +43.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $216 Shares 2,182 Est. Cost $92.35 Unrealized +7.7%
VTR VENTAS INC 0.0%
Value ($000) $208 Shares 4,800 Est. Cost $39.84 Unrealized +9.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $205 Shares 801 Est. Cost $243.83 Unrealized +1.0%
SHYG ISHARES TR 0.0%
Value ($000) $204 Shares 4,903 Est. Cost $40.89 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $204 Shares 25,750 Est. Cost $9.77 Unrealized
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $201 Shares 20,430 Est. Cost $14.70 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $200 Shares 970 Est. Cost $181.94 Unrealized 0.0%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $190 Shares 23,725 Est. Cost $11.54 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $190 Shares 12,561 Est. Cost $13.18 Unrealized +8.0%
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $180 Shares 14,935 Est. Cost $14.86 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $178 Shares 15,081 Est. Cost $16.85 Unrealized
BNY MELLON MUN INCOME INC 0.0%
Value ($000) $172 Shares 26,483 Est. Cost $8.54 Unrealized
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $152 Shares 13,900 Est. Cost $14.71 Unrealized
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $146 Shares 23,375 Est. Cost $8.17 Unrealized
FNB F N B CORP 0.0%
Value ($000) $131 Shares 11,283 Est. Cost $9.82 Unrealized +22.8%
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $109 Shares 10,590 Est. Cost $12.71 Unrealized
DRTS ALPHA TAU MEDICAL LTD 0.0%
Value ($000) $101 Shares 35,070 Est. Cost $3.49 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $93 Shares 39,923 Est. Cost $2.30 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $80 Shares 17,110 Est. Cost $5.49 Unrealized
APYX APYX MEDICAL CORPORATION 0.0%
Value ($000) $39 Shares 13,499 Est. Cost $3.05 Unrealized -4.3%
OMEX ODYSSEY MARINE EXPL INC 0.0%
Value ($000) $37 Shares 11,511 Est. Cost $3.63 Unrealized -11.7%