Castle Rock Wealth Management, LLC Diversified Active

CIK: 0001727605 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 13, 2024

Total Value ($000): $366,155 (100.0% shares, 0.0% debt)

Holdings (232)

NVDA NVIDIA CORPORATION 4.4%
Value ($000) $15,999 Shares 19,275 Est. Cost $29.53 Unrealized +145.3%
CVX CHEVRON CORP NEW 4.3%
Value ($000) $15,823 Shares 99,125 Est. Cost $111.97 Unrealized +24.2%
KO COCA COLA CO 4.1%
Value ($000) $15,178 Shares 245,085 Est. Cost $56.68 Unrealized +0.0%
MSFT MICROSOFT CORP 3.4%
Value ($000) $12,336 Shares 31,221 Est. Cost $237.12 Unrealized +68.4%
AAPL APPLE INC 2.9%
Value ($000) $10,606 Shares 62,645 Est. Cost $108.07 Unrealized +66.8%
GBIL GOLDMAN SACHS ETF TR 2.7%
Value ($000) $9,865 Shares 98,975 Est. Cost $99.79 Unrealized
FLOT ISHARES TR 2.5%
Value ($000) $9,218 Shares 181,173 Est. Cost $50.71 Unrealized
TFLO ISHARES TR 2.4%
Value ($000) $8,960 Shares 177,491 Est. Cost $50.49 Unrealized
SGOV ISHARES TR 2.1%
Value ($000) $7,682 Shares 76,581 Est. Cost $100.29 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $7,187 Shares 40,180 Est. Cost $127.64 Unrealized +30.8%
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $7,096 Shares 14,188 Est. Cost $408.96 Unrealized
GOOG ALPHABET INC 1.8%
Value ($000) $6,451 Shares 38,966 Est. Cost $121.40 Unrealized +18.0%
META META PLATFORMS INC 1.7%
Value ($000) $6,322 Shares 14,397 Est. Cost $305.28 Unrealized +45.2%
USFR WISDOMTREE TR 1.3%
Value ($000) $4,682 Shares 92,984 Est. Cost $50.37 Unrealized
PANW PALO ALTO NETWORKS INC 1.2%
Value ($000) $4,492 Shares 15,632 Est. Cost $116.42 Unrealized +35.5%
QQQ INVESCO QQQ TR 1.2%
Value ($000) $4,388 Shares 10,410 Est. Cost $322.89 Unrealized
V VISA INC 1.1%
Value ($000) $4,008 Shares 14,996 Est. Cost $208.55 Unrealized +30.6%
PFEB INNOVATOR ETFS TRUST 1.0%
Value ($000) $3,817 Shares 113,322 Est. Cost $31.23 Unrealized
PDEC INNOVATOR ETFS TRUST 0.9%
Value ($000) $3,443 Shares 95,229 Est. Cost $33.88 Unrealized
IWV ISHARES TR 0.9%
Value ($000) $3,303 Shares 11,529 Est. Cost $254.28 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $3,278 Shares 55,034 Est. Cost $59.61 Unrealized
HD HOME DEPOT INC 0.9%
Value ($000) $3,162 Shares 9,526 Est. Cost $259.74 Unrealized +34.2%
PMAY INNOVATOR ETFS TRUST 0.8%
Value ($000) $3,044 Shares 93,489 Est. Cost $29.71 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $2,844 Shares 2,289 Est. Cost $64.81 Unrealized +87.1%
JPST J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $2,817 Shares 56,092 Est. Cost $50.29 Unrealized
JAAA JANUS DETROIT STR TR 0.8%
Value ($000) $2,811 Shares 55,616 Est. Cost $50.54 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,727 Shares 51,193 Est. Cost $47.23 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $2,503 Shares 15,283 Est. Cost $133.35 Unrealized +6.5%
BKLN INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,453 Shares 116,370 Est. Cost $20.85 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,345 Shares 20,207 Est. Cost $87.34 Unrealized +12.3%
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $2,290 Shares 7,752 Est. Cost $156.48 Unrealized +95.7%
CI THE CIGNA GROUP 0.6%
Value ($000) $2,290 Shares 6,410 Est. Cost $230.38 Unrealized +37.9%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,266 Shares 11,808 Est. Cost $105.88 Unrealized +64.0%
NEAR ISHARES U S ETF TR 0.6%
Value ($000) $2,259 Shares 45,251 Est. Cost $49.77 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $2,176 Shares 15,093 Est. Cost $125.17 Unrealized +39.7%
JPMORGAN CHASE & CO 0.6%
Value ($000) $2,122 Shares 76,253 Est. Cost $14.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,122 Shares 23,051 Est. Cost $83.72 Unrealized
BINC BLACKROCK ETF TRUST II 0.6%
Value ($000) $2,122 Shares 41,101 Est. Cost $51.85 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $2,104 Shares 2,709 Est. Cost $503.22 Unrealized +39.6%
MOAT VANECK ETF TRUST 0.6%
Value ($000) $2,103 Shares 24,681 Est. Cost $73.27 Unrealized
NVO NOVO-NORDISK A S 0.6%
Value ($000) $2,067 Shares 15,997 Est. Cost $118.77 Unrealized
IWR ISHARES TR 0.6%
Value ($000) $2,063 Shares 25,962 Est. Cost $76.57 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $2,023 Shares 9,785 Est. Cost $133.63 Unrealized +43.0%
NFLX NETFLIX INC 0.5%
Value ($000) $1,981 Shares 3,590 Est. Cost $32.27 Unrealized +74.7%
ARCC ARES CAPITAL CORP 0.5%
Value ($000) $1,951 Shares 93,550 Est. Cost $12.59 Unrealized +34.8%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,930 Shares 4,366 Est. Cost $434.18 Unrealized +4.2%
CAG CONAGRA BRANDS INC 0.5%
Value ($000) $1,889 Shares 61,447 Est. Cost $28.88 Unrealized -11.0%
UMAY INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,888 Shares 62,187 Est. Cost $28.22 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,870 Shares 12,372 Est. Cost $134.61 Unrealized +11.6%
XYLD GLOBAL X FDS 0.5%
Value ($000) $1,835 Shares 46,003 Est. Cost $46.17 Unrealized
GCOR GOLDMAN SACHS ETF TR 0.5%
Value ($000) $1,808 Shares 45,106 Est. Cost $41.37 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $1,783 Shares 17,025 Est. Cost $106.52 Unrealized
PAPR INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,781 Shares 54,287 Est. Cost $30.48 Unrealized
DHR DANAHER CORPORATION 0.5%
Value ($000) $1,746 Shares 7,072 Est. Cost $226.06 Unrealized +6.8%
AMGN AMGEN INC 0.5%
Value ($000) $1,738 Shares 6,267 Est. Cost $228.46 Unrealized +20.8%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,719 Shares 2,990 Est. Cost $475.07 Unrealized +17.4%
HSY HERSHEY CO 0.5%
Value ($000) $1,716 Shares 8,861 Est. Cost $198.68 Unrealized -8.4%
UDEC INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,700 Shares 51,330 Est. Cost $27.87 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $1,659 Shares 74,992 Est. Cost $21.31 Unrealized 0.0%
ADBE ADOBE INC 0.4%
Value ($000) $1,609 Shares 3,428 Est. Cost $502.62 Unrealized +14.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,600 Shares 12,432 Est. Cost $113.95 Unrealized +13.9%
ATFV THE ALGER ETF TRUST 0.4%
Value ($000) $1,588 Shares 82,646 Est. Cost $15.68 Unrealized
FRTY THE ALGER ETF TRUST 0.4%
Value ($000) $1,580 Shares 102,033 Est. Cost $12.90 Unrealized
NET CLOUDFLARE INC 0.4%
Value ($000) $1,566 Shares 17,790 Est. Cost $64.16 Unrealized +41.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,552 Shares 27,970 Est. Cost $58.25 Unrealized
FSK FS KKR CAP CORP 0.4%
Value ($000) $1,541 Shares 80,243 Est. Cost $11.74 Unrealized +25.9%
PJUN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,524 Shares 44,049 Est. Cost $29.85 Unrealized
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $1,516 Shares 18,443 Est. Cost $66.96 Unrealized +49.0%
LOW LOWES COS INC 0.4%
Value ($000) $1,516 Shares 6,664 Est. Cost $193.83 Unrealized +14.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,510 Shares 3,789 Est. Cost $354.21 Unrealized +11.0%
O REALTY INCOME CORP 0.4%
Value ($000) $1,510 Shares 28,003 Est. Cost $48.32 Unrealized +0.6%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,498 Shares 3,244 Est. Cost $424.68 Unrealized -2.1%
GLD SPDR GOLD TR 0.4%
Value ($000) $1,484 Shares 6,943 Est. Cost $181.40 Unrealized
PJAN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,468 Shares 38,129 Est. Cost $35.48 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,467 Shares 7,510 Est. Cost $179.85 Unrealized +0.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,463 Shares 3,023 Est. Cost $376.57 Unrealized +29.8%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,456 Shares 2,994 Est. Cost $484.84 Unrealized -8.0%
IYW ISHARES TR 0.4%
Value ($000) $1,450 Shares 11,420 Est. Cost $87.42 Unrealized
QYLD GLOBAL X FDS 0.4%
Value ($000) $1,423 Shares 81,842 Est. Cost $17.95 Unrealized
UJUN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,404 Shares 45,093 Est. Cost $27.19 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $1,397 Shares 2,038 Est. Cost $125.68 Unrealized +20.5%
VPU VANGUARD WORLD FD 0.4%
Value ($000) $1,377 Shares 9,396 Est. Cost $136.34 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $1,372 Shares 8,362 Est. Cost $107.95 Unrealized +37.6%
PMAR INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,367 Shares 37,857 Est. Cost $36.10 Unrealized
SMH VANECK ETF TRUST 0.4%
Value ($000) $1,361 Shares 6,549 Est. Cost $175.51 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $1,339 Shares 11,394 Est. Cost $53.25 Unrealized +122.9%
ABT ABBOTT LABS 0.4%
Value ($000) $1,326 Shares 12,480 Est. Cost $91.71 Unrealized +20.8%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,320 Shares 17,734 Est. Cost $90.07 Unrealized -1.6%
PNOV INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,283 Shares 36,163 Est. Cost $32.51 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.3%
Value ($000) $1,281 Shares 58,043 Est. Cost $19.36 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,268 Shares 19,161 Est. Cost $61.23 Unrealized 0.0%
TTD THE TRADE DESK INC 0.3%
Value ($000) $1,241 Shares 14,530 Est. Cost $80.22 Unrealized -5.5%
PCAR PACCAR INC 0.3%
Value ($000) $1,207 Shares 11,347 Est. Cost $45.51 Unrealized +121.5%
ITA ISHARES TR 0.3%
Value ($000) $1,203 Shares 9,243 Est. Cost $117.77 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,187 Shares 6,780 Est. Cost $123.71 Unrealized +27.1%
WMT WALMART INC 0.3%
Value ($000) $1,184 Shares 20,130 Est. Cost $51.92 Unrealized +7.9%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,166 Shares 1,615 Est. Cost $322.36 Unrealized +119.2%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,153 Shares 12,541 Est. Cost $55.75 Unrealized +45.9%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,152 Shares 19,353 Est. Cost $32.15 Unrealized +55.9%
HYHG PROSHARES TR 0.3%
Value ($000) $1,122 Shares 17,497 Est. Cost $59.55 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $1,118 Shares 7,978 Est. Cost $104.72 Unrealized +27.2%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,099 Shares 2,900 Est. Cost $327.82 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,091 Shares 29,231 Est. Cost $33.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $1,090 Shares 2,082 Est. Cost $495.72 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value ($000) $1,067 Shares 27,930 Est. Cost $37.97 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $1,047 Shares 6,473 Est. Cost $132.80 Unrealized +22.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,021 Shares 6,248 Est. Cost $126.60 Unrealized +18.4%
PJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,019 Shares 27,075 Est. Cost $32.33 Unrealized
PAVE GLOBAL X FDS 0.3%
Value ($000) $1,014 Shares 27,101 Est. Cost $26.67 Unrealized
OIH VANECK ETF TRUST 0.3%
Value ($000) $991 Shares 3,213 Est. Cost $305.11 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $970 Shares 6,038 Est. Cost $144.30 Unrealized
UNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $943 Shares 28,907 Est. Cost $28.45 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $938 Shares 5,710 Est. Cost $120.13 Unrealized +43.6%
LQD ISHARES TR 0.3%
Value ($000) $934 Shares 8,892 Est. Cost $108.49 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $911 Shares 3,683 Est. Cost $162.64 Unrealized +44.0%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $905 Shares 17,959 Est. Cost $51.62 Unrealized -19.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $881 Shares 3,211 Est. Cost $195.25 Unrealized +42.4%
THNQ EXCHANGE TRADED CONCEPTS TRU 0.2%
Value ($000) $868 Shares 20,913 Est. Cost $41.49 Unrealized
MARW AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $845 Shares 29,867 Est. Cost $28.30 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $831 Shares 15,395 Est. Cost $53.97 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $802 Shares 8,282 Est. Cost $82.22 Unrealized
PFFV GLOBAL X FDS 0.2%
Value ($000) $800 Shares 34,174 Est. Cost $21.44 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $798 Shares 4,066 Est. Cost $193.07 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.2%
Value ($000) $780 Shares 6,705 Est. Cost $104.65 Unrealized
PFXF VANECK ETF TRUST 0.2%
Value ($000) $773 Shares 45,084 Est. Cost $20.31 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $770 Shares 8,122 Est. Cost $68.63 Unrealized +22.6%
USMV ISHARES TR 0.2%
Value ($000) $761 Shares 9,470 Est. Cost $68.68 Unrealized
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $730 Shares 21,042 Est. Cost $30.51 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $723 Shares 1,361 Est. Cost $322.80 Unrealized +56.0%
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $702 Shares 17,218 Est. Cost $36.33 Unrealized
IYG ISHARES TR 0.2%
Value ($000) $670 Shares 10,548 Est. Cost $95.35 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $656 Shares 16,723 Est. Cost $38.09 Unrealized -5.7%
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $648 Shares 3,654 Est. Cost $129.34 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $628 Shares 8,890 Est. Cost $53.00 Unrealized +30.0%
CRM SALESFORCE INC 0.2%
Value ($000) $622 Shares 2,315 Est. Cost $205.46 Unrealized +38.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $622 Shares 14,194 Est. Cost $31.71 Unrealized +12.6%
MINT PIMCO ETF TR 0.2%
Value ($000) $586 Shares 5,850 Est. Cost $101.78 Unrealized
MCO MOODYS CORP 0.2%
Value ($000) $576 Shares 1,545 Est. Cost $267.92 Unrealized +41.8%
SHV ISHARES TR 0.2%
Value ($000) $572 Shares 5,200 Est. Cost $110.14 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $569 Shares 1,719 Est. Cost $244.75 Unrealized +27.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $559 Shares 5,061 Est. Cost $133.92 Unrealized -23.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $538 Shares 2,220 Est. Cost $150.24 Unrealized +64.8%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $538 Shares 11,155 Est. Cost $36.57 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $526 Shares 6,234 Est. Cost $83.35 Unrealized +0.8%
RIO RIO TINTO PLC 0.1%
Value ($000) $508 Shares 7,522 Est. Cost $75.72 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $504 Shares 11,052 Est. Cost $46.41 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $496 Shares 5,421 Est. Cost $91.47 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $494 Shares 2,744 Est. Cost $238.83 Unrealized -18.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $477 Shares 152 Est. Cost $30.39 Unrealized +68.3%
IYJ ISHARES TR 0.1%
Value ($000) $473 Shares 3,960 Est. Cost $101.00 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $468 Shares 931 Est. Cost $420.44 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $452 Shares 2,591 Est. Cost $144.83 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $449 Shares 14,803 Est. Cost $39.04 Unrealized +12.8%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $441 Shares 8,585 Est. Cost $51.32 Unrealized
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $426 Shares 14,027 Est. Cost $27.36 Unrealized
EMN EASTMAN CHEM CO 0.1%
Value ($000) $421 Shares 4,445 Est. Cost $72.53 Unrealized +12.3%
BAC BANK AMERICA CORP 0.1%
Value ($000) $415 Shares 11,240 Est. Cost $26.65 Unrealized +23.1%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $415 Shares 11,452 Est. Cost $45.86 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $413 Shares 3,206 Est. Cost $70.51 Unrealized +64.2%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $408 Shares 8,129 Est. Cost $37.17 Unrealized +21.6%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $403 Shares 6,317 Est. Cost $50.69 Unrealized +34.3%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $402 Shares 2,947 Est. Cost $113.75 Unrealized +0.3%
T AT&T INC 0.1%
Value ($000) $399 Shares 23,591 Est. Cost $15.75 Unrealized -0.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $396 Shares 2,242 Est. Cost $201.16 Unrealized -7.5%
CWB SPDR SER TR 0.1%
Value ($000) $388 Shares 5,539 Est. Cost $81.92 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $375 Shares 1,203 Est. Cost $160.16 Unrealized +67.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $372 Shares 8,424 Est. Cost $51.50 Unrealized -10.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $371 Shares 6,591 Est. Cost $63.61 Unrealized +11.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $362 Shares 1,262 Est. Cost $235.22 Unrealized +9.7%
UNP UNION PAC CORP 0.1%
Value ($000) $354 Shares 1,507 Est. Cost $191.57 Unrealized +23.0%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $353 Shares 3,830 Est. Cost $90.74 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $351 Shares 4,828 Est. Cost $70.03 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $349 Shares 6,325 Est. Cost $51.91 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $349 Shares 11,880 Est. Cost $22.59 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $348 Shares 7,483 Est. Cost $43.52 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.1%
Value ($000) $339 Shares 26,827 Est. Cost $18.92 Unrealized
JANW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $337 Shares 10,805 Est. Cost $31.15 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $326 Shares 6,522 Est. Cost $36.02 Unrealized +9.4%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $324 Shares 1,532 Est. Cost $144.22 Unrealized +18.3%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $318 Shares 1,165 Est. Cost $189.29 Unrealized
LRGF ISHARES TR 0.1%
Value ($000) $316 Shares 6,154 Est. Cost $48.19 Unrealized
DIV GLOBAL X FDS 0.1%
Value ($000) $313 Shares 18,283 Est. Cost $20.40 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $309 Shares 1,765 Est. Cost $150.98 Unrealized +4.6%
PTMC PACER FDS TR 0.1%
Value ($000) $309 Shares 9,097 Est. Cost $33.75 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $308 Shares 1,032 Est. Cost $312.82 Unrealized +13.4%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $308 Shares 598 Est. Cost $434.01 Unrealized +24.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $303 Shares 4,422 Est. Cost $63.63 Unrealized -12.9%
SHM SPDR SER TR 0.1%
Value ($000) $301 Shares 6,400 Est. Cost $49.83 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $300 Shares 6,972 Est. Cost $48.39 Unrealized -1.5%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $299 Shares 1,815 Est. Cost $176.95 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $298 Shares 10,975 Est. Cost $34.22 Unrealized -28.0%
IBB ISHARES TR 0.1%
Value ($000) $296 Shares 2,289 Est. Cost $135.40 Unrealized
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value ($000) $296 Shares 25,230 Est. Cost $13.65 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $284 Shares 2,021 Est. Cost $122.81 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $280 Shares 322 Est. Cost $736.11 Unrealized
PTLC PACER FDS TR 0.1%
Value ($000) $279 Shares 6,111 Est. Cost $36.08 Unrealized
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $276 Shares 10,625 Est. Cost $24.45 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $276 Shares 25,525 Est. Cost $13.04 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $275 Shares 1,021 Est. Cost $211.86 Unrealized +31.6%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $274 Shares 1,106 Est. Cost $200.91 Unrealized
ETSY ETSY INC 0.1%
Value ($000) $265 Shares 3,800 Est. Cost $71.76 Unrealized 0.0%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $265 Shares 1,030 Est. Cost $238.09 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $264 Shares 4,915 Est. Cost $59.11 Unrealized -9.8%
ITOT ISHARES TR 0.1%
Value ($000) $264 Shares 2,396 Est. Cost $98.70 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $263 Shares 3,302 Est. Cost $86.35 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $260 Shares 2,705 Est. Cost $82.79 Unrealized +2.6%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $251 Shares 1,550 Est. Cost $133.39 Unrealized +19.2%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $250 Shares 3,775 Est. Cost $65.55 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $250 Shares 1,172 Est. Cost $166.66 Unrealized +24.0%
MAYW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $244 Shares 8,679 Est. Cost $28.06 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $241 Shares 4,397 Est. Cost $52.66 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $238 Shares 4,274 Est. Cost $46.50 Unrealized
NNN NNN REIT INC 0.1%
Value ($000) $238 Shares 5,857 Est. Cost $42.65 Unrealized
RYLD GLOBAL X FDS 0.1%
Value ($000) $238 Shares 14,534 Est. Cost $17.72 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $237 Shares 8,592 Est. Cost $23.10 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $236 Shares 1,056 Est. Cost $204.74 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $232 Shares 913 Est. Cost $217.85 Unrealized +11.7%
NPO ENPRO INC 0.1%
Value ($000) $231 Shares 1,550 Est. Cost $129.36 Unrealized +20.0%
INTU INTUIT 0.1%
Value ($000) $227 Shares 369 Est. Cost $544.67 Unrealized +15.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $227 Shares 1,675 Est. Cost $119.82 Unrealized +7.5%
GII SPDR INDEX SHS FDS 0.1%
Value ($000) $226 Shares 4,180 Est. Cost $50.36 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $225 Shares 1,441 Est. Cost $113.03 Unrealized +25.6%
RTX RTX CORPORATION 0.1%
Value ($000) $225 Shares 2,223 Est. Cost $86.83 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $224 Shares 2,989 Est. Cost $71.96 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $219 Shares 4,596 Est. Cost $51.52 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $211 Shares 678 Est. Cost $277.92 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $211 Shares 3,851 Est. Cost $47.33 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $210 Shares 1,080 Est. Cost $194.17 Unrealized
GAIN GLADSTONE INVT CORP 0.1%
Value ($000) $205 Shares 14,375 Est. Cost $9.58 Unrealized +18.2%
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $202 Shares 8,847 Est. Cost $22.83 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $164 Shares 14,386 Est. Cost $14.59 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $132 Shares 12,173 Est. Cost $10.84 Unrealized