Accel Wealth Management Diversified Active

CIK: 0001838226 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 18, 2024

Total Value ($000): $199,155 (100.0% shares, 0.0% debt)

Holdings (195)

VNLA JANUS DETROIT STR TR 5.7%
Value ($000) $11,373 Shares 235,368 Est. Cost $47.95 Unrealized
DGRO ISHARES TR 4.2%
Value ($000) $8,399 Shares 156,058 Est. Cost $49.64 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 2.8%
Value ($000) $5,639 Shares 122,407 Est. Cost $47.80 Unrealized
VYM VANGUARD WHITEHALL FDS 2.5%
Value ($000) $5,052 Shares 45,256 Est. Cost $91.68 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $4,920 Shares 25,555 Est. Cost $126.42 Unrealized +44.6%
USB US BANCORP DEL 2.4%
Value ($000) $4,713 Shares 108,894 Est. Cost $29.24 Unrealized +13.2%
VTV VANGUARD INDEX FDS 2.3%
Value ($000) $4,602 Shares 30,780 Est. Cost $140.79 Unrealized
VDE VANGUARD WORLD FDS 2.2%
Value ($000) $4,392 Shares 37,451 Est. Cost $116.90 Unrealized
VTI VANGUARD INDEX FDS 2.1%
Value ($000) $4,119 Shares 17,364 Est. Cost $220.99 Unrealized
VOE VANGUARD INDEX FDS 2.1%
Value ($000) $4,108 Shares 28,331 Est. Cost $138.83 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $3,969 Shares 26,124 Est. Cost $124.68 Unrealized +12.4%
PIMCO CORPORATE & INCOME OPP 1.7%
Value ($000) $3,384 Shares 255,580 Est. Cost $16.02 Unrealized
QQQ INVESCO QQQ TR 1.7%
Value ($000) $3,295 Shares 8,046 Est. Cost $361.91 Unrealized
GLD SPDR GOLD TR 1.6%
Value ($000) $3,241 Shares 16,954 Est. Cost $170.48 Unrealized
OXY OCCIDENTAL PETE CORP 1.5%
Value ($000) $3,054 Shares 51,144 Est. Cost $57.34 Unrealized +2.2%
QYLD GLOBAL X FDS 1.4%
Value ($000) $2,865 Shares 165,219 Est. Cost $21.33 Unrealized
DE DEERE & CO 1.4%
Value ($000) $2,767 Shares 6,919 Est. Cost $317.05 Unrealized +15.2%
EATON VANCE TAX ADVT DIV INC 1.3%
Value ($000) $2,653 Shares 119,251 Est. Cost $27.21 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $2,538 Shares 18,170 Est. Cost $110.75 Unrealized +20.4%
ANGL VANECK ETF TRUST 1.2%
Value ($000) $2,447 Shares 85,040 Est. Cost $32.33 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,365 Shares 6,289 Est. Cost $252.48 Unrealized +38.8%
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $2,183 Shares 12,814 Est. Cost $149.06 Unrealized
COHEN & STEERS INFRASTRUCTUR 1.1%
Value ($000) $2,133 Shares 100,402 Est. Cost $27.58 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.0%
Value ($000) $2,048 Shares 50,504 Est. Cost $35.44 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $2,046 Shares 39,590 Est. Cost $48.35 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $1,950 Shares 11,481 Est. Cost $126.35 Unrealized +21.7%
PGF INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,936 Shares 132,765 Est. Cost $18.78 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $1,923 Shares 37,307 Est. Cost $41.29 Unrealized
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $1,751 Shares 99,280 Est. Cost $12.22 Unrealized +25.5%
ROYCE VALUE TR INC 0.9%
Value ($000) $1,739 Shares 119,464 Est. Cost $17.46 Unrealized
VDC VANGUARD WORLD FDS 0.9%
Value ($000) $1,725 Shares 9,035 Est. Cost $191.13 Unrealized
VHT VANGUARD WORLD FDS 0.8%
Value ($000) $1,635 Shares 6,522 Est. Cost $251.47 Unrealized
BX BLACKSTONE INC 0.8%
Value ($000) $1,635 Shares 12,486 Est. Cost $55.11 Unrealized +85.2%
VBK VANGUARD INDEX FDS 0.8%
Value ($000) $1,609 Shares 6,655 Est. Cost $270.77 Unrealized
ITA ISHARES TR 0.8%
Value ($000) $1,609 Shares 12,707 Est. Cost $116.56 Unrealized
PRU PRUDENTIAL FINL INC 0.8%
Value ($000) $1,577 Shares 15,206 Est. Cost $66.98 Unrealized +29.3%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $1,556 Shares 3,563 Est. Cost $389.95 Unrealized
PFF ISHARES TR 0.7%
Value ($000) $1,469 Shares 47,113 Est. Cost $38.66 Unrealized
GABELLI EQUITY TR INC 0.7%
Value ($000) $1,452 Shares 285,863 Est. Cost $6.70 Unrealized
CSB VICTORY PORTFOLIOS II 0.7%
Value ($000) $1,373 Shares 24,526 Est. Cost $56.99 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,361 Shares 7,999 Est. Cost $103.61 Unrealized +39.8%
SRLN SSGA ACTIVE ETF TR 0.7%
Value ($000) $1,317 Shares 31,413 Est. Cost $42.19 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $1,282 Shares 2,684 Est. Cost $440.77 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $1,248 Shares 12,573 Est. Cost $99.07 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,177 Shares 2,377 Est. Cost $21.70 Unrealized +113.4%
VEA VANGUARD TAX-MANAGED FDS 0.6%
Value ($000) $1,149 Shares 23,979 Est. Cost $46.17 Unrealized
SMH VANECK ETF TRUST 0.6%
Value ($000) $1,141 Shares 6,526 Est. Cost $187.79 Unrealized
PECO PHILLIPS EDISON & CO INC 0.6%
Value ($000) $1,111 Shares 30,456 Est. Cost $33.81 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,073 Shares 58,149 Est. Cost $17.07 Unrealized
KCE SPDR SER TR 0.5%
Value ($000) $1,070 Shares 10,489 Est. Cost $94.95 Unrealized
HNDL STRATEGY SHS 0.5%
Value ($000) $1,023 Shares 49,452 Est. Cost $24.90 Unrealized
EDV VANGUARD WORLD FD 0.5%
Value ($000) $1,013 Shares 12,500 Est. Cost $87.64 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,003 Shares 11,164 Est. Cost $84.71 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $991 Shares 888 Est. Cost $62.27 Unrealized +48.1%
PFFD GLOBAL X FDS 0.5%
Value ($000) $969 Shares 49,959 Est. Cost $24.89 Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $969 Shares 21,382 Est. Cost $50.23 Unrealized -15.6%
XISE FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $961 Shares 31,287 Est. Cost $30.73 Unrealized
GNL GLOBAL NET LEASE INC 0.5%
Value ($000) $960 Shares 96,530 Est. Cost $9.61 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $955 Shares 56,631 Est. Cost $20.20 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $938 Shares 6,288 Est. Cost $109.86 Unrealized +25.4%
BLACKROCK CORE BD TR 0.5%
Value ($000) $925 Shares 84,814 Est. Cost $13.24 Unrealized
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $922 Shares 14,558 Est. Cost $64.46 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $902 Shares 16,414 Est. Cost $62.48 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $890 Shares 77,623 Est. Cost $15.18 Unrealized
STWD STARWOOD PPTY TR INC 0.4%
Value ($000) $868 Shares 41,273 Est. Cost $19.27 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $867 Shares 16,577 Est. Cost $50.72 Unrealized
VPU VANGUARD WORLD FDS 0.4%
Value ($000) $812 Shares 5,921 Est. Cost $147.10 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.4%
Value ($000) $795 Shares 4,531 Est. Cost $130.51 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $773 Shares 20,559 Est. Cost $38.17 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.4%
Value ($000) $751 Shares 20,919 Est. Cost $36.40 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $737 Shares 2,371 Est. Cost $296.38 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $737 Shares 8,755 Est. Cost $70.80 Unrealized +6.8%
BUG GLOBAL X FDS 0.4%
Value ($000) $732 Shares 24,958 Est. Cost $29.93 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $718 Shares 4,632 Est. Cost $103.20 Unrealized +31.5%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.4%
Value ($000) $698 Shares 31,114 Est. Cost $25.52 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $664 Shares 13,136 Est. Cost $36.47 Unrealized +31.5%
BAC BANK AMERICA CORP 0.3%
Value ($000) $646 Shares 19,173 Est. Cost $24.66 Unrealized +12.0%
PAVE GLOBAL X FDS 0.3%
Value ($000) $632 Shares 18,330 Est. Cost $27.27 Unrealized
WPC WP CAREY INC 0.3%
Value ($000) $630 Shares 9,728 Est. Cost $54.08 Unrealized
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $627 Shares 5,821 Est. Cost $128.50 Unrealized -30.2%
IMCG ISHARES TR 0.3%
Value ($000) $617 Shares 9,567 Est. Cost $90.05 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $617 Shares 3,933 Est. Cost $133.39 Unrealized +7.6%
IWM ISHARES TR 0.3%
Value ($000) $605 Shares 3,015 Est. Cost $200.74 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $605 Shares 17,794 Est. Cost $32.54 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $601 Shares 4,262 Est. Cost $111.33 Unrealized +21.0%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $599 Shares 1,577 Est. Cost $171.69 Unrealized +94.2%
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $590 Shares 2,686 Est. Cost $211.09 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.3%
Value ($000) $561 Shares 82,974 Est. Cost $6.76 Unrealized
XIDE FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $560 Shares 18,550 Est. Cost $30.18 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $552 Shares 2,633 Est. Cost $165.70 Unrealized +4.0%
IYK ISHARES TR 0.3%
Value ($000) $547 Shares 2,852 Est. Cost $196.64 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $547 Shares 2,562 Est. Cost $198.15 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $543 Shares 3,754 Est. Cost $123.06 Unrealized -3.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $536 Shares 5,364 Est. Cost $50.90 Unrealized +91.7%
ARCC ARES CAPITAL CORP 0.3%
Value ($000) $535 Shares 26,703 Est. Cost $15.96 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $531 Shares 2,282 Est. Cost $211.19 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $528 Shares 4,847 Est. Cost $75.19 Unrealized +28.8%
STNE STONECO LTD 0.3%
Value ($000) $517 Shares 28,685 Est. Cost $18.03 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $515 Shares 884 Est. Cost $398.17 Unrealized +44.4%
FTHI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $514 Shares 24,060 Est. Cost $21.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $505 Shares 1,415 Est. Cost $278.15 Unrealized +26.2%
CRM SALESFORCE INC 0.2%
Value ($000) $475 Shares 1,807 Est. Cost $243.78 Unrealized -8.3%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $472 Shares 6,540 Est. Cost $43.93 Unrealized +54.3%
RHI ROBERT HALF INC. 0.2%
Value ($000) $472 Shares 5,365 Est. Cost $75.87 Unrealized +4.8%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $472 Shares 12,761 Est. Cost $35.10 Unrealized
GJUL FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $456 Shares 14,200 Est. Cost $32.08 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $455 Shares 15,581 Est. Cost $27.14 Unrealized
DRIV GLOBAL X FDS 0.2%
Value ($000) $454 Shares 18,385 Est. Cost $29.03 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $450 Shares 960 Est. Cost $423.35 Unrealized +6.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $442 Shares 3,014 Est. Cost $125.29 Unrealized +12.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $439 Shares 2,978 Est. Cost $94.75 Unrealized +24.4%
RYLD GLOBAL X FDS 0.2%
Value ($000) $432 Shares 25,807 Est. Cost $21.01 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $429 Shares 4,475 Est. Cost $125.39 Unrealized
SPIP SPDR SER TR 0.2%
Value ($000) $426 Shares 16,666 Est. Cost $26.16 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $424 Shares 6,248 Est. Cost $195.36 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $421 Shares 3,919 Est. Cost $123.40 Unrealized
KVUE KENVUE INC 0.2%
Value ($000) $420 Shares 19,489 Est. Cost $21.04 Unrealized -12.5%
DVLU FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $401 Shares 15,459 Est. Cost $23.91 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $377 Shares 833 Est. Cost $327.92 Unrealized +27.3%
BCD ABRDN ETFS 0.2%
Value ($000) $372 Shares 12,156 Est. Cost $35.67 Unrealized
BP BP PLC 0.2%
Value ($000) $369 Shares 10,421 Est. Cost $21.86 Unrealized
BA BOEING CO 0.2%
Value ($000) $368 Shares 1,413 Est. Cost $196.00 Unrealized +9.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $366 Shares 9,712 Est. Cost $42.82 Unrealized -27.6%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $361 Shares 3,718 Est. Cost $76.48 Unrealized +9.6%
FUTY FIDELITY COVINGTON TRUST 0.2%
Value ($000) $353 Shares 8,632 Est. Cost $44.76 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $348 Shares 2,674 Est. Cost $43.93 Unrealized +171.7%
SLYV SPDR SER TR 0.2%
Value ($000) $347 Shares 4,163 Est. Cost $77.19 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $343 Shares 1,321 Est. Cost $206.49 Unrealized +13.4%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $339 Shares 2,150 Est. Cost $157.81 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $339 Shares 7,676 Est. Cost $42.24 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $327 Shares 3,299 Est. Cost $124.44 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $326 Shares 6,138 Est. Cost $50.96 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $324 Shares 4,494 Est. Cost $68.41 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $321 Shares 5,290 Est. Cost $68.56 Unrealized -22.0%
GNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $317 Shares 10,000 Est. Cost $31.70 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $315 Shares 3,239 Est. Cost $72.90 Unrealized +20.8%
HYLS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $314 Shares 7,549 Est. Cost $45.75 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $310 Shares 9,800 Est. Cost $31.61 Unrealized
CENTRAL SECS CORP 0.2%
Value ($000) $300 Shares 7,931 Est. Cost $36.12 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $298 Shares 7,002 Est. Cost $38.35 Unrealized -6.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $294 Shares 3,253 Est. Cost $141.30 Unrealized -39.0%
BBLU EA SERIES TRUST 0.1%
Value ($000) $293 Shares 28,259 Est. Cost $9.84 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $293 Shares 3,787 Est. Cost $76.99 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $290 Shares 22,241 Est. Cost $13.54 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $288 Shares 6,167 Est. Cost $46.63 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $286 Shares 10,116 Est. Cost $24.55 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $284 Shares 5,536 Est. Cost $46.82 Unrealized -0.8%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $284 Shares 9,514 Est. Cost $26.47 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $283 Shares 1,573 Est. Cost $165.15 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $273 Shares 923 Est. Cost $187.09 Unrealized +34.3%
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $273 Shares 4,362 Est. Cost $57.56 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $270 Shares 557 Est. Cost $418.13 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $269 Shares 1,438 Est. Cost $156.99 Unrealized 0.0%
IEMG ISHARES INC 0.1%
Value ($000) $265 Shares 5,248 Est. Cost $49.83 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $264 Shares 5,926 Est. Cost $44.74 Unrealized
PFXF VANECK ETF TRUST 0.1%
Value ($000) $260 Shares 15,122 Est. Cost $21.17 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $252 Shares 1,605 Est. Cost $142.36 Unrealized -5.7%
NUE NUCOR CORP 0.1%
Value ($000) $249 Shares 1,431 Est. Cost $93.16 Unrealized +64.6%
FPXI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $247 Shares 5,854 Est. Cost $59.28 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $245 Shares 3,176 Est. Cost $78.24 Unrealized
OCSL OAKTREE SPECIALTY LENDING CO 0.1%
Value ($000) $244 Shares 11,952 Est. Cost $19.75 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $243 Shares 4,734 Est. Cost $41.35 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $242 Shares 4,678 Est. Cost $48.39 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $236 Shares 6,571 Est. Cost $28.38 Unrealized +25.1%
XEL XCEL ENERGY INC 0.1%
Value ($000) $236 Shares 3,810 Est. Cost $59.11 Unrealized -6.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $234 Shares 790 Est. Cost $258.68 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value ($000) $234 Shares 1,568 Est. Cost $116.88 Unrealized 0.0%
ICF ISHARES TR 0.1%
Value ($000) $224 Shares 3,817 Est. Cost $55.54 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $223 Shares 25,600 Est. Cost $9.48 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $222 Shares 6,784 Est. Cost $32.77 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $222 Shares 2,590 Est. Cost $74.33 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $220 Shares 6,307 Est. Cost $31.62 Unrealized +9.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $219 Shares 415 Est. Cost $511.31 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $217 Shares 2,675 Est. Cost $72.00 Unrealized -0.4%
OKE ONEOK INC NEW 0.1%
Value ($000) $217 Shares 3,089 Est. Cost $60.36 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $217 Shares 328 Est. Cost $573.49 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $213 Shares 4,146 Est. Cost $53.52 Unrealized -12.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $209 Shares 555 Est. Cost $377.17 Unrealized
V VISA INC 0.1%
Value ($000) $209 Shares 801 Est. Cost $242.67 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $208 Shares 865 Est. Cost $215.55 Unrealized 0.0%
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $208 Shares 2,196 Est. Cost $94.80 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $208 Shares 837 Est. Cost $242.84 Unrealized -2.1%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $208 Shares 6,039 Est. Cost $34.36 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $204 Shares 2,163 Est. Cost $83.71 Unrealized 0.0%
NET CLOUDFLARE INC 0.1%
Value ($000) $202 Shares 2,432 Est. Cost $69.95 Unrealized 0.0%
COKE COCA COLA CONS INC 0.1%
Value ($000) $202 Shares 218 Est. Cost $70.13 Unrealized 0.0%
ATI ATI INC 0.1%
Value ($000) $202 Shares 4,437 Est. Cost $41.52 Unrealized 0.0%
TTC TORO CO 0.1%
Value ($000) $201 Shares 2,094 Est. Cost $85.68 Unrealized 0.0%
CALUMET SPECIALTY PRODS PART 0.1%
Value ($000) $179 Shares 10,000 Est. Cost $3.10 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $106 Shares 21,615 Est. Cost $4.91 Unrealized
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $83 Shares 11,636 Est. Cost $5.62 Unrealized
INGN INOGEN INC 0.0%
Value ($000) $82 Shares 15,000 Est. Cost $7.11 Unrealized -25.7%
KOS KOSMOS ENERGY LTD 0.0%
Value ($000) $74 Shares 11,040 Est. Cost $7.25 Unrealized -3.4%
ILPT INDUSTRIAL LOGISTICS PPTYS T 0.0%
Value ($000) $58 Shares 12,329 Est. Cost $19.40 Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $11 Shares 15,200 Est. Cost $2.76 Unrealized