ROMAN BUTLER FULLERTON & CO Diversified Active

CIK: 0000733444 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 15, 2024

Total Value ($000): $309,191 (99.9% shares, 0.1% debt)

Holdings (226)

NVDA NVIDIA CORPORATION 5.6%
Value ($000) $17,286 Shares 128,128 Est. Cost $93.57 Unrealized +8.0%
MSFT MICROSOFT CORP 5.0%
Value ($000) $15,582 Shares 33,420 Est. Cost $186.16 Unrealized +124.1%
AAPL APPLE INC 4.3%
Value ($000) $13,292 Shares 57,052 Est. Cost $103.18 Unrealized +79.4%
AMZN AMAZON COM INC 4.0%
Value ($000) $12,431 Shares 62,220 Est. Cost $127.66 Unrealized +43.9%
SPY SPDR S&P 500 ETF TR 3.6%
Value ($000) $11,042 Shares 19,672 Est. Cost $398.57 Unrealized
LLY ELI LILLY & CO 3.0%
Value ($000) $9,309 Shares 9,905 Est. Cost $240.59 Unrealized +228.7%
MA MASTERCARD INCORPORATED 2.1%
Value ($000) $6,545 Shares 15,093 Est. Cost $257.37 Unrealized +75.5%
GOOG ALPHABET INC 1.9%
Value ($000) $5,792 Shares 30,061 Est. Cost $114.11 Unrealized +48.0%
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value ($000) $5,527 Shares 29,826 Est. Cost $126.24 Unrealized
CI THE CIGNA GROUP 1.7%
Value ($000) $5,321 Shares 16,128 Est. Cost $286.16 Unrealized +16.8%
WMT WALMART INC 1.5%
Value ($000) $4,593 Shares 65,233 Est. Cost $50.18 Unrealized +23.5%
NOBL PROSHARES TR 1.4%
Value ($000) $4,448 Shares 46,235 Est. Cost $76.92 Unrealized
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $4,302 Shares 25,790 Est. Cost $86.33 Unrealized +82.1%
VUG VANGUARD INDEX FDS 1.4%
Value ($000) $4,295 Shares 10,957 Est. Cost $218.22 Unrealized
QQQ INVESCO QQQ TR 1.3%
Value ($000) $4,061 Shares 8,075 Est. Cost $366.08 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $4,058 Shares 48,076 Est. Cost $64.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $3,746 Shares 9,052 Est. Cost $212.55 Unrealized +92.2%
EATON VANCE ENHANCED EQUITY 1.2%
Value ($000) $3,665 Shares 182,712 Est. Cost $14.23 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $3,603 Shares 6,738 Est. Cost $224.04 Unrealized +115.7%
IJR ISHARES TR 1.1%
Value ($000) $3,377 Shares 31,659 Est. Cost $99.35 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $3,336 Shares 17,452 Est. Cost $121.54 Unrealized +37.7%
HD HOME DEPOT INC 1.0%
Value ($000) $3,195 Shares 9,283 Est. Cost $168.96 Unrealized +93.9%
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $3,024 Shares 38,830 Est. Cost $75.18 Unrealized
SUPER MICRO COMPUTER INC 1.0%
Value ($000) $2,970 Shares 3,300 Est. Cost $347.61 Unrealized
PFF ISHARES TR 0.9%
Value ($000) $2,886 Shares 91,421 Est. Cost $34.07 Unrealized
SOXX ISHARES TR 0.9%
Value ($000) $2,780 Shares 10,472 Est. Cost $328.74 Unrealized
NFLX NETFLIX INC 0.9%
Value ($000) $2,719 Shares 4,013 Est. Cost $55.09 Unrealized +13.4%
GE GE AEROSPACE 0.8%
Value ($000) $2,538 Shares 15,314 Est. Cost $124.88 Unrealized +26.5%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $2,510 Shares 2,839 Est. Cost $626.28 Unrealized +23.6%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $2,448 Shares 11,781 Est. Cost $94.08 Unrealized +101.1%
ARISTA NETWORKS INC 0.8%
Value ($000) $2,345 Shares 6,447 Est. Cost $139.96 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $2,286 Shares 6,086 Est. Cost $209.43 Unrealized +58.8%
IJK ISHARES TR 0.7%
Value ($000) $2,232 Shares 25,370 Est. Cost $85.85 Unrealized
IVW ISHARES TR 0.7%
Value ($000) $2,222 Shares 22,877 Est. Cost $85.13 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $2,215 Shares 3,925 Est. Cost $274.38 Unrealized
FTAI FTAI AVIATION LTD 0.7%
Value ($000) $2,078 Shares 21,723 Est. Cost $37.08 Unrealized +110.9%
ORCL ORACLE CORP 0.7%
Value ($000) $2,070 Shares 14,572 Est. Cost $43.21 Unrealized +183.0%
SSUS STRATEGY SHS 0.7%
Value ($000) $2,016 Shares 49,525 Est. Cost $35.07 Unrealized
ADBE ADOBE INC 0.6%
Value ($000) $1,941 Shares 3,438 Est. Cost $394.58 Unrealized +22.7%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,887 Shares 12,625 Est. Cost $123.74 Unrealized +14.3%
NOW SERVICENOW INC 0.6%
Value ($000) $1,865 Shares 2,510 Est. Cost $129.44 Unrealized +13.4%
ASML ASML HOLDING N V 0.6%
Value ($000) $1,848 Shares 1,682 Est. Cost $1098.97 Unrealized
EATON VANCE ENHANCED EQUITY 0.6%
Value ($000) $1,789 Shares 79,139 Est. Cost $17.14 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.6%
Value ($000) $1,722 Shares 204,245 Est. Cost $9.47 Unrealized
EME EMCOR GROUP INC 0.5%
Value ($000) $1,545 Shares 4,145 Est. Cost $267.38 Unrealized +37.5%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,525 Shares 4,642 Est. Cost $185.83 Unrealized +82.3%
EFA ISHARES TR 0.5%
Value ($000) $1,505 Shares 18,696 Est. Cost $80.49 Unrealized
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $1,484 Shares 2,837 Est. Cost $156.48 Unrealized +237.2%
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,473 Shares 10,066 Est. Cost $93.12 Unrealized
USMV ISHARES TR 0.5%
Value ($000) $1,470 Shares 17,357 Est. Cost $58.98 Unrealized
VV VANGUARD INDEX FDS 0.5%
Value ($000) $1,443 Shares 5,600 Est. Cost $200.08 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,428 Shares 50,378 Est. Cost $30.20 Unrealized -18.0%
LOW LOWES COS INC 0.5%
Value ($000) $1,418 Shares 6,424 Est. Cost $107.18 Unrealized +106.5%
CLS CELESTICA INC 0.5%
Value ($000) $1,399 Shares 22,766 Est. Cost $50.44 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $1,388 Shares 8,922 Est. Cost $96.34 Unrealized +41.6%
MRK MERCK & CO INC 0.4%
Value ($000) $1,356 Shares 10,653 Est. Cost $70.15 Unrealized +73.5%
CBRE GBL REAL ESTATE INC FD 0.4%
Value ($000) $1,346 Shares 266,042 Est. Cost $6.87 Unrealized
NDAQ NASDAQ INC 0.4%
Value ($000) $1,330 Shares 21,581 Est. Cost $46.02 Unrealized +28.8%
IRM IRON MTN INC DEL 0.4%
Value ($000) $1,329 Shares 13,965 Est. Cost $24.14 Unrealized +217.6%
DGRO ISHARES TR 0.4%
Value ($000) $1,313 Shares 22,510 Est. Cost $39.68 Unrealized
FIX COMFORT SYS USA INC 0.4%
Value ($000) $1,292 Shares 4,174 Est. Cost $253.75 Unrealized +24.6%
XMHQ INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,263 Shares 13,054 Est. Cost $95.24 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,247 Shares 20,650 Est. Cost $54.54 Unrealized
V VISA INC 0.4%
Value ($000) $1,232 Shares 4,683 Est. Cost $270.83 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,224 Shares 8,446 Est. Cost $66.95 Unrealized +129.3%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,224 Shares 10,973 Est. Cost $65.52 Unrealized +64.0%
NUVEEN MUN VALUE FD INC 0.4%
Value ($000) $1,171 Shares 135,508 Est. Cost $8.34 Unrealized
DDOG DATADOG INC 0.4%
Value ($000) $1,170 Shares 9,261 Est. Cost $109.90 Unrealized +10.1%
AEE AMEREN CORP 0.4%
Value ($000) $1,149 Shares 16,002 Est. Cost $58.78 Unrealized +17.5%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,137 Shares 27,251 Est. Cost $26.45 Unrealized +39.3%
CTAS CINTAS CORP 0.4%
Value ($000) $1,131 Shares 1,580 Est. Cost $57.67 Unrealized +192.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,119 Shares 9,996 Est. Cost $74.55 Unrealized +47.7%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,079 Shares 23,320 Est. Cost $41.73 Unrealized +8.5%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,002 Shares 6,071 Est. Cost $155.22 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,001 Shares 4,275 Est. Cost $131.14 Unrealized +80.4%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $993 Shares 2,945 Est. Cost $77.30 Unrealized +93.5%
ILCG ISHARES TR 0.3%
Value ($000) $989 Shares 11,628 Est. Cost $60.83 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $956 Shares 5,841 Est. Cost $103.57 Unrealized +56.7%
PKW INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $946 Shares 9,177 Est. Cost $55.22 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $930 Shares 5,228 Est. Cost $106.04 Unrealized +56.4%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $910 Shares 22,164 Est. Cost $38.40 Unrealized -5.0%
DKNG DRAFTKINGS INC NEW 0.3%
Value ($000) $890 Shares 24,279 Est. Cost $31.99 Unrealized +29.8%
XLG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $881 Shares 18,371 Est. Cost $47.97 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $880 Shares 8,739 Est. Cost $82.57 Unrealized +21.3%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $858 Shares 4,358 Est. Cost $78.70 Unrealized +135.2%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $840 Shares 20,055 Est. Cost $39.27 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $832 Shares 6,838 Est. Cost $95.38 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $811 Shares 1,651 Est. Cost $295.79 Unrealized +46.7%
ABBV ABBVIE INC 0.3%
Value ($000) $799 Shares 4,752 Est. Cost $78.19 Unrealized +101.0%
SPYM SPDR SER TR 0.3%
Value ($000) $783 Shares 11,870 Est. Cost $61.24 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $783 Shares 694 Est. Cost $1021.98 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $780 Shares 3,089 Est. Cost $186.17 Unrealized +42.2%
IWF ISHARES TR 0.2%
Value ($000) $764 Shares 1,995 Est. Cost $306.89 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $762 Shares 4,799 Est. Cost $109.01 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $761 Shares 3,039 Est. Cost $169.77 Unrealized +50.2%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $748 Shares 4,063 Est. Cost $80.46 Unrealized +99.9%
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $728 Shares 10,571 Est. Cost $59.17 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $717 Shares 2,230 Est. Cost $181.00 Unrealized +54.3%
PFXF VANECK ETF TRUST 0.2%
Value ($000) $716 Shares 41,491 Est. Cost $18.31 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $693 Shares 2,991 Est. Cost $177.88 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.2%
Value ($000) $693 Shares 49,190 Est. Cost $16.69 Unrealized -1.6%
HEFA ISHARES TR 0.2%
Value ($000) $676 Shares 18,915 Est. Cost $30.54 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $657 Shares 32,686 Est. Cost $14.12 Unrealized +25.5%
URI UNITED RENTALS INC 0.2%
Value ($000) $648 Shares 1,005 Est. Cost $317.80 Unrealized +106.2%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $647 Shares 10,417 Est. Cost $53.09 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $636 Shares 364 Est. Cost $64.47 Unrealized +113.5%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $635 Shares 2,672 Est. Cost $200.43 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $627 Shares 3,274 Est. Cost $173.53 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $619 Shares 12,282 Est. Cost $50.33 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $598 Shares 9,510 Est. Cost $44.18 Unrealized +33.3%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $597 Shares 11,568 Est. Cost $36.45 Unrealized +35.3%
TLH ISHARES TR 0.2%
Value ($000) $590 Shares 5,713 Est. Cost $103.04 Unrealized
BANK AMERICA CORP 0.2%
Value ($000) $584 Shares 450 Est. Cost $1168.88 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $579 Shares 1,156 Est. Cost $446.40 Unrealized +6.0%
EPP ISHARES INC 0.2%
Value ($000) $578 Shares 13,075 Est. Cost $42.23 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $567 Shares 8,162 Est. Cost $69.47 Unrealized
ILF ISHARES TR 0.2%
Value ($000) $566 Shares 21,663 Est. Cost $26.88 Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $563 Shares 4,415 Est. Cost $101.08 Unrealized +33.1%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $555 Shares 4,572 Est. Cost $113.71 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $553 Shares 19,625 Est. Cost $28.16 Unrealized
DE DEERE & CO 0.2%
Value ($000) $551 Shares 1,569 Est. Cost $384.38 Unrealized -1.0%
ZROZ PIMCO ETF TR 0.2%
Value ($000) $549 Shares 7,256 Est. Cost $76.56 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $548 Shares 13,328 Est. Cost $43.75 Unrealized -6.3%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $545 Shares 9,248 Est. Cost $223.05 Unrealized -71.5%
T AT&T INC 0.2%
Value ($000) $544 Shares 29,037 Est. Cost $17.72 Unrealized -8.8%
SPIRIT AIRLS INC 0.2%
Value ($000) $543 Shares 178,033 Est. Cost $5.70 Unrealized
REGL PROSHARES TR 0.2%
Value ($000) $528 Shares 7,189 Est. Cost $70.19 Unrealized
NHI NATIONAL HEALTH INVS INC 0.2%
Value ($000) $521 Shares 7,376 Est. Cost $70.79 Unrealized
UNILEVER PLC 0.2%
Value ($000) $517 Shares 9,140 Est. Cost $53.00 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $512 Shares 1,861 Est. Cost $140.12 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $512 Shares 7,347 Est. Cost $57.55 Unrealized +23.7%
QYLD GLOBAL X FDS 0.2%
Value ($000) $502 Shares 27,986 Est. Cost $17.67 Unrealized
KR KROGER CO 0.2%
Value ($000) $494 Shares 9,331 Est. Cost $28.04 Unrealized +85.6%
CORT CORCEPT THERAPEUTICS INC 0.2%
Value ($000) $491 Shares 16,031 Est. Cost $25.21 Unrealized +8.6%
SR SPIRE INC 0.2%
Value ($000) $489 Shares 8,188 Est. Cost $72.76 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $488 Shares 23,081 Est. Cost $13.45 Unrealized +33.1%
TMUS T-MOBILE US INC 0.2%
Value ($000) $483 Shares 2,676 Est. Cost $97.57 Unrealized +67.7%
VRP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $477 Shares 19,854 Est. Cost $23.86 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $474 Shares 2,246 Est. Cost $112.46 Unrealized +80.4%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $470 Shares 3,294 Est. Cost $142.74 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $466 Shares 7,986 Est. Cost $90.40 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $453 Shares 3,870 Est. Cost $58.83 Unrealized +97.7%
BIL SPDR SER TR 0.1%
Value ($000) $452 Shares 4,939 Est. Cost $91.62 Unrealized
UGA UNITED STS GASOLINE FD LP 0.1%
Value ($000) $449 Shares 6,619 Est. Cost $68.20 Unrealized
ATKR ATKORE INC 0.1%
Value ($000) $445 Shares 3,184 Est. Cost $118.01 Unrealized +30.6%
TGT TARGET CORP 0.1%
Value ($000) $444 Shares 3,036 Est. Cost $127.70 Unrealized +15.8%
TFC TRUIST FINL CORP 0.1%
Value ($000) $441 Shares 11,226 Est. Cost $33.04 Unrealized +5.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $440 Shares 2,051 Est. Cost $147.24 Unrealized +24.8%
SAP SAP SE 0.1%
Value ($000) $433 Shares 2,140 Est. Cost $143.19 Unrealized
BA BOEING CO 0.1%
Value ($000) $431 Shares 2,344 Est. Cost $195.33 Unrealized -8.7%
TSLA TESLA INC 0.1%
Value ($000) $430 Shares 1,633 Est. Cost $183.26 Unrealized -4.6%
INTU INTUIT 0.1%
Value ($000) $408 Shares 644 Est. Cost $614.24 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $407 Shares 6,230 Est. Cost $49.48 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $406 Shares 1,594 Est. Cost $211.43 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC 0.1%
Value ($000) $404 Shares 2,710 Est. Cost $128.46 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $404 Shares 1,714 Est. Cost $172.37 Unrealized +37.4%
HDV ISHARES TR 0.1%
Value ($000) $404 Shares 3,724 Est. Cost $89.62 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $402 Shares 8,422 Est. Cost $34.24 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $400 Shares 2,663 Est. Cost $145.79 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $398 Shares 3,862 Est. Cost $63.22 Unrealized +62.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $394 Shares 6,842 Est. Cost $57.29 Unrealized +2.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $389 Shares 2,509 Est. Cost $74.53 Unrealized +99.1%
RY ROYAL BK CDA 0.1%
Value ($000) $387 Shares 3,492 Est. Cost $73.88 Unrealized +39.2%
SPAB SPDR SER TR 0.1%
Value ($000) $387 Shares 15,343 Est. Cost $25.33 Unrealized
SHYD VANECK ETF TRUST 0.1%
Value ($000) $384 Shares 17,209 Est. Cost $22.34 Unrealized
BLOK AMPLIFY ETF TR 0.1%
Value ($000) $383 Shares 10,650 Est. Cost $29.06 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $379 Shares 625 Est. Cost $339.03 Unrealized
ADMA ADMA BIOLOGICS INC 0.1%
Value ($000) $378 Shares 31,505 Est. Cost $8.39 Unrealized 0.0%
JNK SPDR SER TR 0.1%
Value ($000) $376 Shares 3,972 Est. Cost $93.48 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $358 Shares 2,671 Est. Cost $72.53 Unrealized +92.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $356 Shares 3,153 Est. Cost $76.03 Unrealized +29.8%
DNP SELECT INCOME FD INC 0.1%
Value ($000) $355 Shares 42,564 Est. Cost $10.84 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $333 Shares 1,594 Est. Cost $126.96 Unrealized +43.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $331 Shares 1,626 Est. Cost $176.15 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $318 Shares 1,314 Est. Cost $180.50 Unrealized +38.7%
SGOL ETFS GOLD TR 0.1%
Value ($000) $315 Shares 13,913 Est. Cost $22.67 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $305 Shares 6,072 Est. Cost $50.15 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $301 Shares 1,373 Est. Cost $219.36 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $299 Shares 3,344 Est. Cost $87.00 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.1%
Value ($000) $292 Shares 10,107 Est. Cost $28.94 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $287 Shares 2,221 Est. Cost $126.73 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $280 Shares 821 Est. Cost $313.71 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value ($000) $277 Shares 18,289 Est. Cost $15.14 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $272 Shares 464 Est. Cost $552.61 Unrealized 0.0%
IWS ISHARES TR 0.1%
Value ($000) $271 Shares 2,249 Est. Cost $114.44 Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $271 Shares 982 Est. Cost $197.14 Unrealized +22.3%
VTR VENTAS INC 0.1%
Value ($000) $271 Shares 5,202 Est. Cost $43.69 Unrealized +1.8%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $266 Shares 7,826 Est. Cost $30.85 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $263 Shares 490 Est. Cost $446.91 Unrealized +27.5%
SPMD SPDR SER TR 0.1%
Value ($000) $258 Shares 5,036 Est. Cost $48.42 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $258 Shares 895 Est. Cost $415.46 Unrealized -19.5%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $257 Shares 1,407 Est. Cost $175.97 Unrealized
FELG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $256 Shares 7,587 Est. Cost $33.78 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $256 Shares 791 Est. Cost $304.09 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value ($000) $255 Shares 3,494 Est. Cost $56.32 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $254 Shares 861 Est. Cost $245.97 Unrealized +21.7%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $253 Shares 4,204 Est. Cost $55.73 Unrealized
PSEC PROSPECT CAP CORP 0.1%
Value ($000) $253 Shares 45,226 Est. Cost $4.66 Unrealized -9.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $252 Shares 2,599 Est. Cost $111.78 Unrealized -5.6%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $250 Shares 2,100 Est. Cost $98.34 Unrealized +14.5%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $250 Shares 4,975 Est. Cost $49.97 Unrealized
IMCG ISHARES TR 0.1%
Value ($000) $245 Shares 3,611 Est. Cost $121.41 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $245 Shares 2,727 Est. Cost $87.77 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $244 Shares 1,786 Est. Cost $105.62 Unrealized +29.9%
XSHQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $243 Shares 6,293 Est. Cost $38.59 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $241 Shares 4,850 Est. Cost $27.47 Unrealized +64.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $240 Shares 3,036 Est. Cost $72.83 Unrealized +11.7%
VALE VALE S A 0.1%
Value ($000) $238 Shares 20,736 Est. Cost $11.47 Unrealized
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $237 Shares 7,400 Est. Cost $29.11 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $237 Shares 3,445 Est. Cost $61.74 Unrealized +2.3%
FDX FEDEX CORP 0.1%
Value ($000) $230 Shares 784 Est. Cost $255.40 Unrealized -1.4%
FSK FS KKR CAP CORP 0.1%
Value ($000) $229 Shares 11,343 Est. Cost $13.57 Unrealized +12.5%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $227 Shares 1,154 Est. Cost $176.27 Unrealized 0.0%
SPSM SPDR SER TR 0.1%
Value ($000) $223 Shares 5,395 Est. Cost $40.50 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $221 Shares 1,710 Est. Cost $144.84 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $219 Shares 1,000 Est. Cost $204.58 Unrealized 0.0%
ISHARES TR 0.1%
Value ($000) $213 Shares 8,593 Est. Cost $24.82 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $213 Shares 874 Est. Cost $237.01 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $211 Shares 835 Est. Cost $227.93 Unrealized +9.0%
IWP ISHARES TR 0.1%
Value ($000) $210 Shares 1,893 Est. Cost $104.71 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $209 Shares 961 Est. Cost $210.24 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $208 Shares 1,481 Est. Cost $125.29 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $206 Shares 5,896 Est. Cost $48.02 Unrealized -32.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $205 Shares 728 Est. Cost $234.24 Unrealized +21.3%
IR INGERSOLL RAND INC 0.1%
Value ($000) $202 Shares 2,138 Est. Cost $91.78 Unrealized 0.0%
AOM ISHARES TR 0.1%
Value ($000) $200 Shares 4,615 Est. Cost $43.35 Unrealized