NWAM LLC Diversified Active

CIK: 0001655006 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 1, 2023

Total Value ($000): $985,898 (100.0% shares, 0.0% debt)

Holdings (499)

MSFT MICROSOFT CORP 6.3%
Value ($000) $62,376 Shares 197,549 Est. Cost $90.05 Unrealized +260.4%
AAPL APPLE INC 5.8%
Value ($000) $56,749 Shares 331,455 Est. Cost $102.99 Unrealized +76.1%
IVV ISHARES TR 4.5%
Value ($000) $44,709 Shares 104,111 Est. Cost $377.09 Unrealized
QQQ INVESCO QQQ TR 2.4%
Value ($000) $23,817 Shares 66,477 Est. Cost $328.84 Unrealized
VUG VANGUARD INDEX FDS 2.2%
Value ($000) $21,870 Shares 80,313 Est. Cost $188.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.2%
Value ($000) $21,527 Shares 61,452 Est. Cost $229.00 Unrealized +54.9%
IEFA ISHARES TR 2.1%
Value ($000) $20,217 Shares 314,179 Est. Cost $67.48 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $16,122 Shares 137,115 Est. Cost $67.29 Unrealized +50.1%
AMZN AMAZON COM INC 1.5%
Value ($000) $14,913 Shares 117,315 Est. Cost $122.35 Unrealized +9.5%
TSLA TESLA INC 1.5%
Value ($000) $14,730 Shares 58,868 Est. Cost $235.41 Unrealized +9.1%
ITOT ISHARES TR 1.2%
Value ($000) $12,272 Shares 130,294 Est. Cost $85.32 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $11,945 Shares 21,142 Est. Cost $220.33 Unrealized +141.5%
GOOG ALPHABET INC 1.0%
Value ($000) $10,149 Shares 76,976 Est. Cost $110.64 Unrealized +16.6%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $9,753 Shares 22,422 Est. Cost $32.46 Unrealized +37.9%
SPYV SPDR SER TR 1.0%
Value ($000) $9,524 Shares 230,840 Est. Cost $41.20 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $9,298 Shares 21,749 Est. Cost $372.82 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $8,418 Shares 64,328 Est. Cost $108.85 Unrealized +18.0%
AGG ISHARES TR 0.9%
Value ($000) $8,398 Shares 89,301 Est. Cost $107.62 Unrealized
IWF ISHARES TR 0.8%
Value ($000) $8,238 Shares 30,969 Est. Cost $176.54 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $8,178 Shares 86,694 Est. Cost $97.75 Unrealized
AVUV AMERICAN CENTY ETF TR 0.8%
Value ($000) $8,054 Shares 103,317 Est. Cost $77.40 Unrealized
OIH VANECK ETF TRUST 0.8%
Value ($000) $7,847 Shares 22,740 Est. Cost $249.54 Unrealized
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $7,801 Shares 56,556 Est. Cost $117.32 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.7%
Value ($000) $7,250 Shares 276,713 Est. Cost $26.12 Unrealized
DHR DANAHER CORPORATION 0.7%
Value ($000) $6,598 Shares 26,592 Est. Cost $208.77 Unrealized +5.5%
BND VANGUARD BD INDEX FDS 0.7%
Value ($000) $6,551 Shares 93,883 Est. Cost $77.38 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.6%
Value ($000) $6,361 Shares 133,000 Est. Cost $51.67 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $6,220 Shares 11,579 Est. Cost $302.63 Unrealized +67.5%
SPYM SPDR SER TR 0.6%
Value ($000) $6,189 Shares 123,136 Est. Cost $48.94 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $6,019 Shares 42,478 Est. Cost $143.67 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $5,508 Shares 25,929 Est. Cost $179.86 Unrealized
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $5,349 Shares 99,938 Est. Cost $53.65 Unrealized
SLYV SPDR SER TR 0.5%
Value ($000) $5,258 Shares 72,659 Est. Cost $68.76 Unrealized
COMT ISHARES U S ETF TR 0.5%
Value ($000) $5,251 Shares 180,146 Est. Cost $30.15 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,250 Shares 32,026 Est. Cost $152.73 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $5,156 Shares 30,071 Est. Cost $179.32 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $5,004 Shares 134,191 Est. Cost $34.42 Unrealized +13.4%
DFSU DIMENSIONAL ETF TRUST 0.5%
Value ($000) $4,988 Shares 179,785 Est. Cost $28.00 Unrealized
BA BOEING CO 0.5%
Value ($000) $4,940 Shares 25,769 Est. Cost $169.05 Unrealized +29.4%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $4,883 Shares 47,495 Est. Cost $104.96 Unrealized +3.4%
AIRR FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $4,823 Shares 93,621 Est. Cost $52.84 Unrealized
DE DEERE & CO 0.5%
Value ($000) $4,740 Shares 12,559 Est. Cost $334.64 Unrealized +18.9%
AVXL ANAVEX LIFE SCIENCES CORP 0.5%
Value ($000) $4,722 Shares 720,990 Est. Cost $9.57 Unrealized -16.8%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $4,686 Shares 51,836 Est. Cost $60.09 Unrealized
PIONEER NAT RES CO 0.5%
Value ($000) $4,575 Shares 19,929 Est. Cost $217.51 Unrealized
SDY SPDR SER TR 0.5%
Value ($000) $4,569 Shares 39,722 Est. Cost $102.24 Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $4,535 Shares 95,072 Est. Cost $46.86 Unrealized -1.5%
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $4,529 Shares 22,318 Est. Cost $148.37 Unrealized +31.9%
BLACKROCK INC 0.5%
Value ($000) $4,490 Shares 6,944 Est. Cost $679.59 Unrealized
EXE CHESAPEAKE ENERGY CORP 0.5%
Value ($000) $4,451 Shares 51,612 Est. Cost $79.52 Unrealized -0.5%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $4,442 Shares 80,463 Est. Cost $41.81 Unrealized +27.8%
AVIV AMERICAN CENTY ETF TR 0.4%
Value ($000) $4,429 Shares 91,993 Est. Cost $48.61 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $4,409 Shares 54,455 Est. Cost $84.69 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $4,329 Shares 27,860 Est. Cost $126.63 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $4,265 Shares 12,732 Est. Cost $332.27 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $4,096 Shares 123,884 Est. Cost $39.10 Unrealized -16.9%
BUNGE LIMITED 0.4%
Value ($000) $4,082 Shares 37,710 Est. Cost $99.39 Unrealized
AMLP ALPS ETF TR 0.4%
Value ($000) $3,933 Shares 93,194 Est. Cost $39.25 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $3,890 Shares 14,472 Est. Cost $191.11 Unrealized +21.3%
AVGO BROADCOM INC 0.4%
Value ($000) $3,881 Shares 4,673 Est. Cost $44.61 Unrealized +88.2%
SBUX STARBUCKS CORP 0.4%
Value ($000) $3,852 Shares 42,209 Est. Cost $51.62 Unrealized +79.1%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $3,826 Shares 22,691 Est. Cost $84.99 Unrealized +71.5%
PCAR PACCAR INC 0.4%
Value ($000) $3,779 Shares 44,451 Est. Cost $42.14 Unrealized +82.0%
META META PLATFORMS INC 0.4%
Value ($000) $3,722 Shares 12,396 Est. Cost $222.88 Unrealized +34.2%
NOW SERVICENOW INC 0.4%
Value ($000) $3,700 Shares 6,619 Est. Cost $106.73 Unrealized +6.9%
IWM ISHARES TR 0.4%
Value ($000) $3,661 Shares 20,713 Est. Cost $182.38 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,595 Shares 23,079 Est. Cost $128.72 Unrealized +19.1%
CG CARLYLE GROUP INC 0.4%
Value ($000) $3,580 Shares 118,710 Est. Cost $28.94 Unrealized +2.7%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $3,509 Shares 24,058 Est. Cost $116.97 Unrealized +23.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.4%
Value ($000) $3,495 Shares 31,145 Est. Cost $125.58 Unrealized -1.1%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $3,382 Shares 8,612 Est. Cost $351.59 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,352 Shares 18,146 Est. Cost $169.20 Unrealized +2.8%
IXUS ISHARES TR 0.3%
Value ($000) $3,150 Shares 52,511 Est. Cost $64.64 Unrealized
UNITED STS NAT GAS FD LP 0.3%
Value ($000) $3,047 Shares 446,112 Est. Cost $7.01 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $3,043 Shares 10,411 Est. Cost $264.47 Unrealized +18.1%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $3,040 Shares 16,078 Est. Cost $171.88 Unrealized
AEM AGNICO EAGLE MINES LTD 0.3%
Value ($000) $3,031 Shares 66,685 Est. Cost $44.23 Unrealized +5.5%
IWR ISHARES TR 0.3%
Value ($000) $3,031 Shares 43,764 Est. Cost $72.15 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3,017 Shares 20,804 Est. Cost $95.63 Unrealized +48.8%
IVW ISHARES TR 0.3%
Value ($000) $3,007 Shares 43,943 Est. Cost $65.37 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $2,974 Shares 64,675 Est. Cost $47.06 Unrealized -2.9%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,972 Shares 18,464 Est. Cost $154.49 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.3%
Value ($000) $2,759 Shares 40,548 Est. Cost $72.37 Unrealized +0.1%
USMV ISHARES TR 0.3%
Value ($000) $2,703 Shares 37,351 Est. Cost $69.35 Unrealized
SMH VANECK ETF TRUST 0.3%
Value ($000) $2,649 Shares 18,273 Est. Cost $152.70 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $2,626 Shares 19,926 Est. Cost $123.81 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $2,555 Shares 35,496 Est. Cost $86.64 Unrealized -6.2%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $2,471 Shares 32,867 Est. Cost $77.62 Unrealized
V VISA INC 0.2%
Value ($000) $2,449 Shares 10,649 Est. Cost $208.02 Unrealized +13.5%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,449 Shares 73,826 Est. Cost $33.41 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,427 Shares 18,848 Est. Cost $130.41 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $2,371 Shares 21,346 Est. Cost $100.92 Unrealized +9.1%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $2,370 Shares 14,860 Est. Cost $139.30 Unrealized
USFR WISDOMTREE TR 0.2%
Value ($000) $2,341 Shares 46,518 Est. Cost $50.27 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $2,302 Shares 52,647 Est. Cost $48.84 Unrealized
VERTEX ENERGY INC 0.2%
Value ($000) $2,298 Shares 516,376 Est. Cost $9.48 Unrealized
VEEV VEEVA SYS INC 0.2%
Value ($000) $2,258 Shares 11,100 Est. Cost $297.62 Unrealized -32.3%
ABBV ABBVIE INC 0.2%
Value ($000) $2,258 Shares 15,146 Est. Cost $101.64 Unrealized +33.1%
URI UNITED RENTALS INC 0.2%
Value ($000) $2,248 Shares 5,056 Est. Cost $364.07 Unrealized +22.9%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $2,237 Shares 51,157 Est. Cost $42.45 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $2,210 Shares 108,674 Est. Cost $22.40 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $2,206 Shares 46,358 Est. Cost $50.43 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $2,187 Shares 1,724 Est. Cost $1340.05 Unrealized -5.1%
TIP ISHARES TR 0.2%
Value ($000) $2,148 Shares 20,709 Est. Cost $119.71 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $2,141 Shares 64,536 Est. Cost $26.44 Unrealized +15.6%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,137 Shares 37,108 Est. Cost $58.06 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $2,110 Shares 23,098 Est. Cost $112.50 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,000 Shares 73,034 Est. Cost $21.01 Unrealized +32.4%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,973 Shares 38,033 Est. Cost $50.98 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,960 Shares 18,500 Est. Cost $66.42 Unrealized +69.8%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,920 Shares 18,935 Est. Cost $103.17 Unrealized
IMCG ISHARES TR 0.2%
Value ($000) $1,878 Shares 32,875 Est. Cost $74.19 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $1,826 Shares 20,582 Est. Cost $126.42 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,824 Shares 7,583 Est. Cost $185.40 Unrealized +24.7%
PPG PPG INDS INC 0.2%
Value ($000) $1,805 Shares 13,907 Est. Cost $102.54 Unrealized +29.7%
GDXJ VANECK ETF TRUST 0.2%
Value ($000) $1,762 Shares 54,666 Est. Cost $33.49 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $1,758 Shares 11,426 Est. Cost $145.28 Unrealized
DISV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,726 Shares 72,563 Est. Cost $23.65 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,698 Shares 43,300 Est. Cost $43.56 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,688 Shares 3,348 Est. Cost $352.83 Unrealized +33.2%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,687 Shares 4,851 Est. Cost $196.79 Unrealized +77.7%
MRK MERCK & CO INC 0.2%
Value ($000) $1,651 Shares 16,041 Est. Cost $55.46 Unrealized +80.0%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,628 Shares 21,661 Est. Cost $81.58 Unrealized
AVDV AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,618 Shares 27,973 Est. Cost $57.56 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $1,601 Shares 17,939 Est. Cost $87.94 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,595 Shares 36,053 Est. Cost $47.48 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,594 Shares 11,363 Est. Cost $108.39 Unrealized +21.6%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $1,586 Shares 14,346 Est. Cost $45.45 Unrealized +95.1%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,579 Shares 24,078 Est. Cost $62.43 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,562 Shares 5,169 Est. Cost $223.06 Unrealized +35.8%
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,546 Shares 30,650 Est. Cost $50.37 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $1,532 Shares 31,312 Est. Cost $48.86 Unrealized
INARI MED INC 0.2%
Value ($000) $1,524 Shares 23,302 Est. Cost $80.11 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $1,511 Shares 3,308 Est. Cost $460.96 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,500 Shares 16,100 Est. Cost $87.99 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,493 Shares 17,528 Est. Cost $76.25 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,492 Shares 3,389 Est. Cost $347.13 Unrealized +21.5%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $1,486 Shares 7,627 Est. Cost $153.10 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $1,479 Shares 36,518 Est. Cost $19.54 Unrealized +89.3%
ARKK ARK ETF TR 0.1%
Value ($000) $1,472 Shares 37,115 Est. Cost $55.33 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1,460 Shares 1,774 Est. Cost $633.24 Unrealized +23.4%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,451 Shares 38,803 Est. Cost $30.59 Unrealized
SEAGEN INC 0.1%
Value ($000) $1,449 Shares 6,829 Est. Cost $159.07 Unrealized
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $1,447 Shares 40,962 Est. Cost $25.65 Unrealized +30.7%
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,444 Shares 38,088 Est. Cost $40.99 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,444 Shares 25,796 Est. Cost $48.06 Unrealized +15.9%
COWZ PACER FDS TR 0.1%
Value ($000) $1,418 Shares 28,690 Est. Cost $47.11 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,404 Shares 31,654 Est. Cost $32.42 Unrealized +28.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,371 Shares 2,709 Est. Cost $532.55 Unrealized -0.7%
IEF ISHARES TR 0.1%
Value ($000) $1,362 Shares 14,867 Est. Cost $108.15 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,350 Shares 19,074 Est. Cost $71.63 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,344 Shares 17,757 Est. Cost $84.43 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,321 Shares 56,555 Est. Cost $21.83 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,320 Shares 40,713 Est. Cost $36.51 Unrealized -20.6%
IWD ISHARES TR 0.1%
Value ($000) $1,318 Shares 8,679 Est. Cost $123.22 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $1,318 Shares 3,175 Est. Cost $384.48 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,312 Shares 56,555 Est. Cost $24.01 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,270 Shares 25,299 Est. Cost $50.32 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,253 Shares 12,970 Est. Cost $63.29 Unrealized +44.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,250 Shares 4,746 Est. Cost $218.93 Unrealized +23.1%
IGSB ISHARES TR 0.1%
Value ($000) $1,245 Shares 24,977 Est. Cost $51.58 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $1,244 Shares 26,812 Est. Cost $47.79 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,242 Shares 43,261 Est. Cost $29.35 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $1,225 Shares 2,081 Est. Cost $728.97 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $1,220 Shares 13,496 Est. Cost $101.50 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,219 Shares 12,587 Est. Cost $91.74 Unrealized +9.5%
BX BLACKSTONE INC 0.1%
Value ($000) $1,200 Shares 11,197 Est. Cost $69.33 Unrealized +40.5%
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,198 Shares 46,647 Est. Cost $25.52 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,178 Shares 15,722 Est. Cost $58.75 Unrealized +20.3%
EFG ISHARES TR 0.1%
Value ($000) $1,170 Shares 13,562 Est. Cost $96.75 Unrealized
FREL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,169 Shares 51,391 Est. Cost $26.65 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $1,167 Shares 78,038 Est. Cost $14.58 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $1,155 Shares 9,443 Est. Cost $133.07 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $1,139 Shares 37,847 Est. Cost $31.63 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,130 Shares 21,011 Est. Cost $37.28 Unrealized +34.9%
URA GLOBAL X FDS 0.1%
Value ($000) $1,114 Shares 41,200 Est. Cost $27.04 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,111 Shares 6,948 Est. Cost $45.09 Unrealized +14.9%
BLOK AMPLIFY ETF TR 0.1%
Value ($000) $1,100 Shares 55,208 Est. Cost $22.75 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $1,097 Shares 5,389 Est. Cost $200.61 Unrealized +2.8%
MMM 3M CO 0.1%
Value ($000) $1,097 Shares 11,715 Est. Cost $111.16 Unrealized -28.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1,085 Shares 18,616 Est. Cost $28.71 Unrealized +89.5%
INTC INTEL CORP 0.1%
Value ($000) $1,071 Shares 30,116 Est. Cost $36.34 Unrealized -5.8%
DVY ISHARES TR 0.1%
Value ($000) $1,066 Shares 9,902 Est. Cost $105.62 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $1,062 Shares 21,887 Est. Cost $84.30 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $1,051 Shares 5,236 Est. Cost $178.58 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,043 Shares 17,975 Est. Cost $58.98 Unrealized -7.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,042 Shares 3,392 Est. Cost $268.84 Unrealized +13.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,039 Shares 22,143 Est. Cost $46.93 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,030 Shares 12,707 Est. Cost $109.21 Unrealized -23.6%
ARKF ARK ETF TR 0.1%
Value ($000) $1,016 Shares 52,486 Est. Cost $20.91 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,008 Shares 16,647 Est. Cost $61.96 Unrealized
HAIL SPDR SER TR 0.1%
Value ($000) $1,001 Shares 32,421 Est. Cost $61.02 Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $985 Shares 17,706 Est. Cost $51.36 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $972 Shares 20,199 Est. Cost $50.11 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $961 Shares 5,670 Est. Cost $142.52 Unrealized +17.3%
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $953 Shares 102,632 Est. Cost $10.39 Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $952 Shares 10,146 Est. Cost $87.54 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $942 Shares 23,694 Est. Cost $40.98 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $939 Shares 9,380 Est. Cost $99.77 Unrealized
ICLR ICON PLC 0.1%
Value ($000) $938 Shares 3,811 Est. Cost $268.26 Unrealized -6.1%
DGT SPDR SER TR 0.1%
Value ($000) $911 Shares 8,352 Est. Cost $111.88 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $911 Shares 7,538 Est. Cost $115.25 Unrealized +2.2%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $900 Shares 3,967 Est. Cost $205.86 Unrealized
HFWA HERITAGE FINL CORP WASH 0.1%
Value ($000) $899 Shares 55,133 Est. Cost $15.43 Unrealized +13.0%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $891 Shares 7,249 Est. Cost $114.14 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $881 Shares 12,780 Est. Cost $68.19 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $876 Shares 2,319 Est. Cost $34.52 Unrealized +22.8%
IJH ISHARES TR 0.1%
Value ($000) $873 Shares 3,499 Est. Cost $245.53 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $871 Shares 21,026 Est. Cost $41.85 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $849 Shares 10,862 Est. Cost $79.08 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $845 Shares 14,250 Est. Cost $60.00 Unrealized
T AT&T INC 0.1%
Value ($000) $844 Shares 56,218 Est. Cost $15.39 Unrealized -15.9%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $841 Shares 26,764 Est. Cost $36.64 Unrealized
U UNITY SOFTWARE INC 0.1%
Value ($000) $840 Shares 26,767 Est. Cost $32.02 Unrealized +20.3%
LOW LOWES COS INC 0.1%
Value ($000) $838 Shares 4,032 Est. Cost $183.35 Unrealized +17.2%
MBB ISHARES TR 0.1%
Value ($000) $825 Shares 9,294 Est. Cost $98.08 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $820 Shares 5,562 Est. Cost $151.08 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $819 Shares 24,113 Est. Cost $32.02 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $815 Shares 6,803 Est. Cost $59.62 Unrealized +81.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $810 Shares 29,599 Est. Cost $25.39 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $809 Shares 5,895 Est. Cost $393.79 Unrealized -58.2%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $800 Shares 23,911 Est. Cost $37.44 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $792 Shares 29,920 Est. Cost $23.00 Unrealized
MLPA GLOBAL X FDS 0.1%
Value ($000) $787 Shares 17,646 Est. Cost $43.49 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $786 Shares 29,226 Est. Cost $33.75 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $783 Shares 3,670 Est. Cost $150.30 Unrealized +39.5%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $751 Shares 24,211 Est. Cost $32.09 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $749 Shares 88,381 Est. Cost $9.38 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $749 Shares 17,805 Est. Cost $32.00 Unrealized +13.8%
STIP ISHARES TR 0.1%
Value ($000) $745 Shares 7,686 Est. Cost $98.19 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $744 Shares 14,669 Est. Cost $50.74 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $737 Shares 10,636 Est. Cost $112.48 Unrealized -28.6%
EFX EQUIFAX INC 0.1%
Value ($000) $734 Shares 4,008 Est. Cost $163.55 Unrealized +22.7%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $727 Shares 13,764 Est. Cost $53.18 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $718 Shares 10,603 Est. Cost $70.02 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $717 Shares 9,603 Est. Cost $70.85 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $716 Shares 14,337 Est. Cost $46.97 Unrealized +6.8%
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $716 Shares 6,410 Est. Cost $104.38 Unrealized -6.4%
IGEB ISHARES TR 0.1%
Value ($000) $710 Shares 16,744 Est. Cost $43.13 Unrealized
IMCB ISHARES TR 0.1%
Value ($000) $710 Shares 11,885 Est. Cost $97.83 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $709 Shares 11,242 Est. Cost $55.29 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $708 Shares 10,919 Est. Cost $62.31 Unrealized -3.3%
PBW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $706 Shares 22,463 Est. Cost $66.10 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $703 Shares 4,509 Est. Cost $115.28 Unrealized +31.5%
ZTS ZOETIS INC 0.1%
Value ($000) $702 Shares 4,032 Est. Cost $162.53 Unrealized +8.9%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $697 Shares 9,637 Est. Cost $79.27 Unrealized
IBUY AMPLIFY ETF TR 0.1%
Value ($000) $696 Shares 15,717 Est. Cost $124.20 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $692 Shares 7,364 Est. Cost $88.22 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $687 Shares 12,016 Est. Cost $63.06 Unrealized
SPUS TIDAL ETF TR 0.1%
Value ($000) $684 Shares 22,116 Est. Cost $30.41 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $674 Shares 6,572 Est. Cost $113.20 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $667 Shares 28,626 Est. Cost $21.62 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $664 Shares 16,193 Est. Cost $41.08 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $662 Shares 38,785 Est. Cost $17.55 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $658 Shares 10,174 Est. Cost $52.50 Unrealized +21.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $657 Shares 4,743 Est. Cost $122.26 Unrealized +14.8%
PSX PHILLIPS 66 0.1%
Value ($000) $648 Shares 5,395 Est. Cost $77.24 Unrealized +33.8%
BBUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $637 Shares 8,259 Est. Cost $79.10 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.1%
Value ($000) $636 Shares 65,546 Est. Cost $9.96 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.1%
Value ($000) $626 Shares 171,044 Est. Cost $3.97 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $625 Shares 10,792 Est. Cost $58.94 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $620 Shares 8,519 Est. Cost $76.39 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $616 Shares 16,668 Est. Cost $41.51 Unrealized -7.6%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $613 Shares 17,997 Est. Cost $40.34 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $611 Shares 20,759 Est. Cost $29.54 Unrealized 0.0%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $607 Shares 18,613 Est. Cost $32.85 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $604 Shares 2,899 Est. Cost $215.64 Unrealized
GME GAMESTOP CORP NEW 0.1%
Value ($000) $592 Shares 35,991 Est. Cost $22.46 Unrealized -11.4%
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $584 Shares 13,718 Est. Cost $44.42 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $581 Shares 13,635 Est. Cost $49.43 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $577 Shares 11,072 Est. Cost $49.63 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $570 Shares 9,232 Est. Cost $58.15 Unrealized +0.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $561 Shares 2,054 Est. Cost $181.70 Unrealized +43.9%
SPIB SPDR SER TR 0.1%
Value ($000) $561 Shares 17,834 Est. Cost $31.94 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $560 Shares 45,102 Est. Cost $12.58 Unrealized -11.8%
TECK TECK RESOURCES LTD 0.1%
Value ($000) $555 Shares 12,873 Est. Cost $26.43 Unrealized +56.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $549 Shares 2,008 Est. Cost $250.46 Unrealized +11.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $548 Shares 8,091 Est. Cost $62.01 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $544 Shares 1,331 Est. Cost $392.08 Unrealized +5.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $544 Shares 9,491 Est. Cost $69.93 Unrealized -7.9%
DFSE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $532 Shares 18,088 Est. Cost $29.86 Unrealized
PIMCO CORPORATE & INCM STRG 0.1%
Value ($000) $527 Shares 43,284 Est. Cost $13.11 Unrealized
NTRA NATERA INC 0.1%
Value ($000) $524 Shares 11,850 Est. Cost $46.88 Unrealized +8.8%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $524 Shares 6,977 Est. Cost $62.07 Unrealized +35.8%
SHEL SHELL PLC 0.1%
Value ($000) $524 Shares 8,131 Est. Cost $55.76 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $518 Shares 11,167 Est. Cost $46.63 Unrealized
BOH BANK HAWAII CORP 0.1%
Value ($000) $518 Shares 10,415 Est. Cost $43.60 Unrealized +5.1%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $517 Shares 6,132 Est. Cost $56.90 Unrealized +39.8%
ABRDN ASIA PACIFIC INCOME FU 0.1%
Value ($000) $511 Shares 208,761 Est. Cost $2.70 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.1%
Value ($000) $511 Shares 12,868 Est. Cost $37.23 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $511 Shares 24,087 Est. Cost $22.23 Unrealized -6.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $511 Shares 1,289 Est. Cost $341.31 Unrealized +16.1%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $510 Shares 6,054 Est. Cost $80.07 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $508 Shares 1,569 Est. Cost $310.64 Unrealized +1.5%
FDX FEDEX CORP 0.1%
Value ($000) $507 Shares 1,915 Est. Cost $201.16 Unrealized +22.7%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $504 Shares 10,070 Est. Cost $30.19 Unrealized
ANSYS INC 0.1%
Value ($000) $501 Shares 1,683 Est. Cost $391.15 Unrealized
IEV ISHARES TR 0.1%
Value ($000) $500 Shares 10,477 Est. Cost $43.54 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $498 Shares 4,746 Est. Cost $78.75 Unrealized
IXJ ISHARES TR 0.1%
Value ($000) $498 Shares 6,041 Est. Cost $77.14 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $495 Shares 8,372 Est. Cost $67.12 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $493 Shares 7,375 Est. Cost $66.01 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $489 Shares 19,270 Est. Cost $22.01 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $484 Shares 2,116 Est. Cost $203.42 Unrealized +12.4%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $483 Shares 11,163 Est. Cost $43.27 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $482 Shares 9,064 Est. Cost $41.53 Unrealized +42.5%
SRVR PACER FDS TR 0.0%
Value ($000) $482 Shares 18,602 Est. Cost $34.23 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $471 Shares 9,412 Est. Cost $52.10 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $471 Shares 2,324 Est. Cost $229.33 Unrealized -6.9%
NKE NIKE INC 0.0%
Value ($000) $471 Shares 4,925 Est. Cost $119.82 Unrealized -18.0%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $469 Shares 9,054 Est. Cost $71.43 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $463 Shares 10,017 Est. Cost $46.59 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $462 Shares 15,721 Est. Cost $55.13 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $458 Shares 898 Est. Cost $490.67 Unrealized +6.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $457 Shares 2,729 Est. Cost $176.16 Unrealized -11.8%
GLDM WORLD GOLD TR 0.0%
Value ($000) $455 Shares 12,419 Est. Cost $37.96 Unrealized
AVIG AMERICAN CENTY ETF TR 0.0%
Value ($000) $455 Shares 11,469 Est. Cost $42.81 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $454 Shares 6,601 Est. Cost $69.85 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $449 Shares 2,822 Est. Cost $148.42 Unrealized +7.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $447 Shares 2,931 Est. Cost $130.22 Unrealized +19.8%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $441 Shares 33,778 Est. Cost $14.93 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $440 Shares 5,232 Est. Cost $91.20 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $435 Shares 6,616 Est. Cost $51.18 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $431 Shares 4,186 Est. Cost $104.72 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $430 Shares 6,764 Est. Cost $66.44 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $427 Shares 4,196 Est. Cost $91.93 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $427 Shares 2,182 Est. Cost $196.70 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $425 Shares 4,168 Est. Cost $121.66 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $424 Shares 3,867 Est. Cost $111.23 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $419 Shares 2,767 Est. Cost $81.38 Unrealized +63.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $416 Shares 135 Est. Cost $2577.06 Unrealized +15.6%
JPUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $416 Shares 4,425 Est. Cost $86.67 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $413 Shares 5,918 Est. Cost $67.27 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $412 Shares 14,171 Est. Cost $31.32 Unrealized -2.9%
IAU ISHARES GOLD TR 0.0%
Value ($000) $407 Shares 11,619 Est. Cost $33.96 Unrealized
FAD FIRST TR MULTI CAP GROWTH AL 0.0%
Value ($000) $405 Shares 4,048 Est. Cost $113.37 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $404 Shares 9,219 Est. Cost $44.90 Unrealized
DOW DOW INC 0.0%
Value ($000) $402 Shares 7,802 Est. Cost $46.36 Unrealized -0.1%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $402 Shares 19,160 Est. Cost $21.04 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $401 Shares 25,092 Est. Cost $20.78 Unrealized -23.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $401 Shares 3,474 Est. Cost $92.96 Unrealized +20.7%
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $394 Shares 10,892 Est. Cost $74.77 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $393 Shares 5,955 Est. Cost $72.85 Unrealized -8.0%
RY ROYAL BK CDA 0.0%
Value ($000) $390 Shares 4,463 Est. Cost $96.16 Unrealized -3.3%
ARISTA NETWORKS INC 0.0%
Value ($000) $380 Shares 2,068 Est. Cost $157.75 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $380 Shares 1,020 Est. Cost $328.55 Unrealized +12.3%
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $380 Shares 4,932 Est. Cost $80.89 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $379 Shares 3,789 Est. Cost $100.15 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $375 Shares 3,714 Est. Cost $99.28 Unrealized
ICSH ISHARES TR 0.0%
Value ($000) $370 Shares 7,337 Est. Cost $50.37 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $370 Shares 5,293 Est. Cost $66.94 Unrealized -3.5%
SPYD SPDR SER TR 0.0%
Value ($000) $363 Shares 10,356 Est. Cost $40.58 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $362 Shares 3,911 Est. Cost $75.58 Unrealized +14.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $362 Shares 1,837 Est. Cost $206.90 Unrealized -0.9%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $359 Shares 5,384 Est. Cost $69.21 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $359 Shares 4,677 Est. Cost $56.86 Unrealized
AON AON PLC 0.0%
Value ($000) $358 Shares 1,103 Est. Cost $318.69 Unrealized +2.1%
IWB ISHARES TR 0.0%
Value ($000) $351 Shares 1,495 Est. Cost $235.05 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $343 Shares 4,265 Est. Cost $76.43 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $340 Shares 3,707 Est. Cost $91.55 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $338 Shares 23,199 Est. Cost $16.99 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $336 Shares 5,325 Est. Cost $68.53 Unrealized -6.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $334 Shares 4,914 Est. Cost $63.39 Unrealized +4.5%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $332 Shares 7,622 Est. Cost $44.73 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $332 Shares 3,733 Est. Cost $66.24 Unrealized +28.8%
AVSF AMERICAN CENTY ETF TR 0.0%
Value ($000) $328 Shares 7,195 Est. Cost $45.65 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $323 Shares 1,138 Est. Cost $242.43 Unrealized +13.4%
GSK GSK PLC 0.0%
Value ($000) $320 Shares 8,823 Est. Cost $35.69 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $319 Shares 2,087 Est. Cost $158.32 Unrealized +2.8%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $318 Shares 3,401 Est. Cost $84.32 Unrealized
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $318 Shares 2,834 Est. Cost $97.32 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $318 Shares 6,525 Est. Cost $49.93 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $318 Shares 4,060 Est. Cost $92.51 Unrealized -15.9%
IYR ISHARES TR 0.0%
Value ($000) $318 Shares 4,069 Est. Cost $86.36 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $317 Shares 4,571 Est. Cost $59.06 Unrealized +13.8%
EWJ ISHARES INC 0.0%
Value ($000) $316 Shares 5,243 Est. Cost $58.69 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $314 Shares 6,320 Est. Cost $54.40 Unrealized
SRE SEMPRA 0.0%
Value ($000) $314 Shares 4,609 Est. Cost $66.61 Unrealized 0.0%
SSO PROSHARES TR 0.0%
Value ($000) $312 Shares 5,839 Est. Cost $79.00 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $310 Shares 2,999 Est. Cost $105.38 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $307 Shares 1,881 Est. Cost $167.74 Unrealized -4.7%
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $306 Shares 17,316 Est. Cost $17.23 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $305 Shares 4,462 Est. Cost $57.67 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $304 Shares 1,355 Est. Cost $255.02 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $304 Shares 1,296 Est. Cost $87.83 Unrealized +34.7%
SFL SFL CORPORATION LTD 0.0%
Value ($000) $300 Shares 26,901 Est. Cost $9.10 Unrealized +13.8%
BIIB BIOGEN INC 0.0%
Value ($000) $300 Shares 1,166 Est. Cost $253.09 Unrealized +5.7%
SUSL ISHARES TR 0.0%
Value ($000) $299 Shares 3,968 Est. Cost $75.41 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $299 Shares 4,005 Est. Cost $25.40 Unrealized +17.6%
XES SPDR SER TR 0.0%
Value ($000) $298 Shares 3,113 Est. Cost $78.17 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $297 Shares 4,387 Est. Cost $69.10 Unrealized -3.9%
FSK FS KKR CAP CORP 0.0%
Value ($000) $296 Shares 15,012 Est. Cost $13.88 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $295 Shares 4,473 Est. Cost $83.27 Unrealized -27.6%
IR INGERSOLL RAND INC 0.0%
Value ($000) $290 Shares 4,544 Est. Cost $59.04 Unrealized +12.4%
MS MORGAN STANLEY 0.0%
Value ($000) $289 Shares 3,533 Est. Cost $76.66 Unrealized +4.7%
BP BP PLC 0.0%
Value ($000) $288 Shares 7,449 Est. Cost $33.81 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $288 Shares 2,269 Est. Cost $101.19 Unrealized +15.8%
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $287 Shares 29,617 Est. Cost $13.33 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $285 Shares 3,894 Est. Cost $66.14 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $285 Shares 34,668 Est. Cost $6.67 Unrealized +22.5%
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $285 Shares 3,328 Est. Cost $78.53 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $281 Shares 6,660 Est. Cost $42.20 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $278 Shares 8,435 Est. Cost $40.97 Unrealized -15.4%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $278 Shares 2,550 Est. Cost $115.68 Unrealized +6.9%
IWY ISHARES TR 0.0%
Value ($000) $276 Shares 1,792 Est. Cost $151.29 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $274 Shares 302 Est. Cost $46.19 Unrealized +35.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $274 Shares 8,211 Est. Cost $31.49 Unrealized -3.5%
KLAC KLA CORP 0.0%
Value ($000) $274 Shares 598 Est. Cost $469.45 Unrealized 0.0%
ZS ZSCALER INC 0.0%
Value ($000) $274 Shares 1,759 Est. Cost $119.99 Unrealized +25.0%
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $265 Shares 11,813 Est. Cost $24.32 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $264 Shares 2,391 Est. Cost $157.47 Unrealized -26.1%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $263 Shares 31,305 Est. Cost $8.55 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $263 Shares 2,189 Est. Cost $118.33 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $262 Shares 2,619 Est. Cost $119.53 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $257 Shares 3,404 Est. Cost $52.18 Unrealized +42.9%
QLD PROSHARES TR 0.0%
Value ($000) $256 Shares 4,321 Est. Cost $49.57 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $256 Shares 657 Est. Cost $286.93 Unrealized +36.4%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $256 Shares 18,246 Est. Cost $14.03 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $255 Shares 10,411 Est. Cost $25.07 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $255 Shares 1,547 Est. Cost $208.05 Unrealized -19.4%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $252 Shares 1,177 Est. Cost $242.11 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $252 Shares 1,324 Est. Cost $149.51 Unrealized +23.5%
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $251 Shares 4,655 Est. Cost $44.82 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $250 Shares 6,764 Est. Cost $32.24 Unrealized +31.2%
CB CHUBB LIMITED 0.0%
Value ($000) $248 Shares 1,192 Est. Cost $182.91 Unrealized +7.6%
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $248 Shares 4,836 Est. Cost $51.26 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $246 Shares 8,615 Est. Cost $39.30 Unrealized -30.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $246 Shares 860 Est. Cost $242.13 Unrealized +22.5%
CLX CLOROX CO DEL 0.0%
Value ($000) $245 Shares 1,865 Est. Cost $165.74 Unrealized -15.6%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $243 Shares 941 Est. Cost $244.28 Unrealized +5.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $243 Shares 1,714 Est. Cost $115.81 Unrealized +5.5%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $242 Shares 30,313 Est. Cost $7.02 Unrealized +25.3%
CTVA CORTEVA INC 0.0%
Value ($000) $242 Shares 4,732 Est. Cost $56.63 Unrealized -9.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $241 Shares 886 Est. Cost $227.43 Unrealized +22.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $240 Shares 4,075 Est. Cost $65.96 Unrealized
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $238 Shares 2,054 Est. Cost $113.80 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $236 Shares 1,804 Est. Cost $130.62 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $235 Shares 5,724 Est. Cost $45.78 Unrealized -11.6%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $235 Shares 2,545 Est. Cost $91.57 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $232 Shares 2,631 Est. Cost $87.19 Unrealized -4.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $232 Shares 2,547 Est. Cost $90.95 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $231 Shares 13,935 Est. Cost $13.92 Unrealized +9.6%
ABNB AIRBNB INC 0.0%
Value ($000) $230 Shares 1,674 Est. Cost $114.18 Unrealized +20.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $229 Shares 3,582 Est. Cost $60.65 Unrealized +6.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $229 Shares 4,273 Est. Cost $59.00 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $229 Shares 2,773 Est. Cost $96.05 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $228 Shares 4,599 Est. Cost $51.53 Unrealized
RNAM AVIDITY BIOSCIENCES INC 0.0%
Value ($000) $228 Shares 35,693 Est. Cost $18.73 Unrealized -54.0%
SHV ISHARES TR 0.0%
Value ($000) $227 Shares 2,053 Est. Cost $110.53 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $226 Shares 1,295 Est. Cost $205.79 Unrealized -15.0%
IQLT ISHARES TR 0.0%
Value ($000) $225 Shares 6,687 Est. Cost $32.55 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $222 Shares 608 Est. Cost $359.47 Unrealized +7.4%
DON WISDOMTREE TR 0.0%
Value ($000) $221 Shares 5,405 Est. Cost $40.97 Unrealized
XPH SPDR SER TR 0.0%
Value ($000) $221 Shares 5,564 Est. Cost $40.99 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $221 Shares 1,646 Est. Cost $150.92 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $220 Shares 4,830 Est. Cost $37.50 Unrealized +12.8%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $220 Shares 2,600 Est. Cost $124.13 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $220 Shares 5,750 Est. Cost $43.40 Unrealized -5.6%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $220 Shares 937 Est. Cost $217.63 Unrealized +7.5%
SPIP SPDR SER TR 0.0%
Value ($000) $218 Shares 8,776 Est. Cost $26.58 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 Shares 6,741 Est. Cost $33.77 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $214 Shares 6,977 Est. Cost $23.75 Unrealized +28.9%
ALB ALBEMARLE CORP 0.0%
Value ($000) $213 Shares 1,254 Est. Cost $191.29 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $212 Shares 1,887 Est. Cost $112.86 Unrealized +0.1%
ARKW ARK ETF TR 0.0%
Value ($000) $212 Shares 3,908 Est. Cost $53.62 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $210 Shares 2,309 Est. Cost $84.07 Unrealized +17.7%
KR KROGER CO 0.0%
Value ($000) $208 Shares 4,642 Est. Cost $45.27 Unrealized -1.4%
IWS ISHARES TR 0.0%
Value ($000) $207 Shares 1,988 Est. Cost $116.77 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $207 Shares 4,128 Est. Cost $45.12 Unrealized
CVBF CVB FINL CORP 0.0%
Value ($000) $207 Shares 12,500 Est. Cost $15.23 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $207 Shares 2,387 Est. Cost $86.74 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $207 Shares 1,000 Est. Cost $258.19 Unrealized -18.6%
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $207 Shares 5,504 Est. Cost $40.94 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $206 Shares 1,177 Est. Cost $171.91 Unrealized +2.9%
SGOV ISHARES TR 0.0%
Value ($000) $204 Shares 2,029 Est. Cost $100.58 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $204 Shares 1,365 Est. Cost $196.72 Unrealized
WDFC WD 40 CO 0.0%
Value ($000) $203 Shares 1,000 Est. Cost $205.31 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $203 Shares 4,970 Est. Cost $36.95 Unrealized +10.1%
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $201 Shares 3,977 Est. Cost $50.49 Unrealized
ARB ALTSHARES TRUST 0.0%
Value ($000) $201 Shares 7,647 Est. Cost $26.37 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $201 Shares 745 Est. Cost $283.29 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $201 Shares 460 Est. Cost $436.20 Unrealized +0.1%
EEM ISHARES TR 0.0%
Value ($000) $200 Shares 5,280 Est. Cost $39.09 Unrealized
VNM VANECK ETF TRUST 0.0%
Value ($000) $181 Shares 13,379 Est. Cost $13.34 Unrealized
KEY KEYCORP 0.0%
Value ($000) $170 Shares 15,774 Est. Cost $11.39 Unrealized -14.4%
ALLSPRING MULTI SECTOR INCOM 0.0%
Value ($000) $117 Shares 12,859 Est. Cost $12.53 Unrealized
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $113 Shares 40,000 Est. Cost $3.84 Unrealized 0.0%
IVEDA SOLUTIONS INC 0.0%
Value ($000) $107 Shares 125,000 Est. Cost $0.86 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $101 Shares 11,342 Est. Cost $10.05 Unrealized +4.0%
DCGO DOCGO INC 0.0%
Value ($000) $80 Shares 15,000 Est. Cost $8.82 Unrealized -7.9%
ZVIA ZEVIA PBC 0.0%
Value ($000) $80 Shares 35,866 Est. Cost $6.48 Unrealized -54.6%
BITF BITFARMS LTD 0.0%
Value ($000) $72 Shares 67,461 Est. Cost $1.16 Unrealized +25.5%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $66 Shares 12,110 Est. Cost $4.75 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $56 Shares 11,600 Est. Cost $2.94 Unrealized +109.2%
AMLIF AMERICAN LITHIUM CORP 0.0%
Value ($000) $50 Shares 35,000 Est. Cost $2.89 Unrealized -43.7%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $50 Shares 11,038 Est. Cost $4.52 Unrealized
TDAY GANNETT CO INC 0.0%
Value ($000) $35 Shares 14,382 Est. Cost $1.99 Unrealized +38.6%
MYMD PHARMACEUTICALS INC 0.0%
Value ($000) $24 Shares 40,000 Est. Cost $1.30 Unrealized
ADVERUM BIOTECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 10,000 Est. Cost $20.90 Unrealized