MILESTONE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001964722 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 19, 2024

Total Value ($000): $399,488 (100.0% shares, 0.0% debt)

Holdings (191)

BUFR FIRST TR EXCHNG TRADED FD VI 10.0%
Value ($000) $39,952 Shares 1,381,455 Est. Cost $27.57 Unrealized
BIL SPDR SER TR 7.1%
Value ($000) $28,521 Shares 310,757 Est. Cost $91.71 Unrealized
XBIL RBB FD INC 7.0%
Value ($000) $28,062 Shares 560,340 Est. Cost $50.06 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.9%
Value ($000) $15,683 Shares 744,699 Est. Cost $20.88 Unrealized
SPY SPDR S&P 500 ETF TR 3.1%
Value ($000) $12,311 Shares 22,621 Est. Cost $400.63 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 2.7%
Value ($000) $10,941 Shares 481,572 Est. Cost $22.73 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 2.5%
Value ($000) $9,922 Shares 283,549 Est. Cost $34.63 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 2.5%
Value ($000) $9,826 Shares 404,043 Est. Cost $24.32 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $9,108 Shares 20,377 Est. Cost $374.59 Unrealized +11.4%
BOND PIMCO ETF TR 2.1%
Value ($000) $8,231 Shares 90,371 Est. Cost $91.08 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $7,628 Shares 36,215 Est. Cost $174.90 Unrealized +5.8%
GJAN FIRST TR EXCHNG TRADED FD VI 1.6%
Value ($000) $6,249 Shares 169,392 Est. Cost $35.88 Unrealized
SSO PROSHARES TR 1.3%
Value ($000) $5,222 Shares 63,217 Est. Cost $51.49 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $4,994 Shares 40,426 Est. Cost $97.21 Unrealized +4.0%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,799 Shares 9,423 Est. Cost $489.58 Unrealized -3.4%
MSTB ETF SER SOLUTIONS 1.2%
Value ($000) $4,772 Shares 146,873 Est. Cost $25.76 Unrealized
LQD ISHARES TR 1.1%
Value ($000) $4,525 Shares 42,246 Est. Cost $108.92 Unrealized
IUSB ISHARES TR 1.1%
Value ($000) $4,468 Shares 98,805 Est. Cost $45.22 Unrealized
TOTL SSGA ACTIVE ETF TR 1.1%
Value ($000) $4,467 Shares 112,470 Est. Cost $39.72 Unrealized
BAB INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $4,384 Shares 166,185 Est. Cost $26.38 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $4,119 Shares 72,664 Est. Cost $57.46 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,048 Shares 114,236 Est. Cost $34.55 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,007 Shares 118,669 Est. Cost $33.05 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $3,990 Shares 118,515 Est. Cost $33.04 Unrealized
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $3,971 Shares 17,149 Est. Cost $202.90 Unrealized +12.0%
JEPQ J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $3,864 Shares 69,622 Est. Cost $54.38 Unrealized
TRV TRAVELERS COMPANIES INC 0.9%
Value ($000) $3,760 Shares 18,490 Est. Cost $206.72 Unrealized +1.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $3,609 Shares 71,429 Est. Cost $53.35 Unrealized
UDEC INNOVATOR ETFS TRUST 0.8%
Value ($000) $3,330 Shares 97,110 Est. Cost $28.15 Unrealized
MINT PIMCO ETF TR 0.8%
Value ($000) $3,122 Shares 31,019 Est. Cost $100.39 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,888 Shares 18,465 Est. Cost $139.30 Unrealized +6.5%
RDVI FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,842 Shares 121,536 Est. Cost $24.24 Unrealized
BALT INNOVATOR ETFS TRUST 0.7%
Value ($000) $2,636 Shares 87,780 Est. Cost $28.57 Unrealized
SHV ISHARES TR 0.7%
Value ($000) $2,601 Shares 23,535 Est. Cost $110.53 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $2,558 Shares 14,793 Est. Cost $170.98 Unrealized -3.0%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $2,527 Shares 5,409 Est. Cost $427.66 Unrealized +3.3%
PDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,502 Shares 66,706 Est. Cost $30.86 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,499 Shares 54,662 Est. Cost $45.71 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value ($000) $2,221 Shares 11,416 Est. Cost $157.89 Unrealized +11.6%
GLD SPDR GOLD TR 0.5%
Value ($000) $2,196 Shares 10,211 Est. Cost $205.67 Unrealized
SLV ISHARES SILVER TR 0.5%
Value ($000) $2,185 Shares 82,225 Est. Cost $24.10 Unrealized
LAM RESEARCH CORP 0.5%
Value ($000) $2,115 Shares 1,986 Est. Cost $971.57 Unrealized
SFLR INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,962 Shares 63,500 Est. Cost $25.63 Unrealized
INDA ISHARES TR 0.5%
Value ($000) $1,907 Shares 34,188 Est. Cost $51.25 Unrealized
BUFF INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,877 Shares 43,783 Est. Cost $40.08 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,694 Shares 35,645 Est. Cost $46.79 Unrealized -3.2%
CORT CORCEPT THERAPEUTICS INC 0.4%
Value ($000) $1,676 Shares 51,599 Est. Cost $24.84 Unrealized +10.3%
ARISTA NETWORKS INC 0.4%
Value ($000) $1,639 Shares 4,676 Est. Cost $289.98 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,591 Shares 7,868 Est. Cost $164.90 Unrealized +14.7%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,538 Shares 3,210 Est. Cost $400.70 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,522 Shares 22,177 Est. Cost $68.03 Unrealized -7.2%
PFE PFIZER INC 0.4%
Value ($000) $1,512 Shares 54,051 Est. Cost $24.72 Unrealized +0.2%
BDGS EA SERIES TRUST 0.4%
Value ($000) $1,478 Shares 52,215 Est. Cost $27.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.4%
Value ($000) $1,477 Shares 10,683 Est. Cost $114.08 Unrealized +9.8%
PIMCO STRATEGIC INCOME FD 0.4%
Value ($000) $1,458 Shares 234,836 Est. Cost $6.17 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,423 Shares 8,628 Est. Cost $149.87 Unrealized +4.9%
CLOI VANECK ETF TRUST 0.4%
Value ($000) $1,399 Shares 26,428 Est. Cost $52.90 Unrealized
CORP PIMCO ETF TR 0.4%
Value ($000) $1,399 Shares 14,712 Est. Cost $95.07 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $1,394 Shares 2,386 Est. Cost $552.61 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $1,387 Shares 7,855 Est. Cost $206.08 Unrealized -9.5%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $1,371 Shares 54,142 Est. Cost $22.09 Unrealized +2.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $1,357 Shares 8,225 Est. Cost $155.87 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.3%
Value ($000) $1,343 Shares 1,635 Est. Cost $657.62 Unrealized +8.3%
CTAS CINTAS CORP 0.3%
Value ($000) $1,318 Shares 1,882 Est. Cost $168.55 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $1,261 Shares 11,856 Est. Cost $136.60 Unrealized -7.1%
ITOT ISHARES TR 0.3%
Value ($000) $1,233 Shares 10,383 Est. Cost $89.28 Unrealized
EPP ISHARES INC 0.3%
Value ($000) $1,183 Shares 27,517 Est. Cost $42.83 Unrealized
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $1,165 Shares 8,444 Est. Cost $90.57 Unrealized +44.2%
TBUX T ROWE PRICE ETF INC 0.3%
Value ($000) $1,153 Shares 23,324 Est. Cost $49.33 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,152 Shares 7,011 Est. Cost $168.92 Unrealized
ILF ISHARES TR 0.3%
Value ($000) $1,131 Shares 45,698 Est. Cost $27.74 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,131 Shares 5,034 Est. Cost $205.53 Unrealized +1.8%
CAT CATERPILLAR INC 0.3%
Value ($000) $1,120 Shares 3,361 Est. Cost $338.69 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $1,087 Shares 12,066 Est. Cost $115.24 Unrealized -16.1%
UAUG INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,080 Shares 32,108 Est. Cost $28.65 Unrealized
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $1,078 Shares 3,717 Est. Cost $258.00 Unrealized +10.1%
HII HUNTINGTON INGALLS INDS INC 0.3%
Value ($000) $1,078 Shares 4,378 Est. Cost $264.00 Unrealized -5.2%
UUP INVESCO DB US DLR INDEX TR 0.3%
Value ($000) $1,074 Shares 36,879 Est. Cost $29.13 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $1,066 Shares 1,177 Est. Cost $518.73 Unrealized +52.5%
JNK SPDR SER TR 0.3%
Value ($000) $1,048 Shares 11,118 Est. Cost $94.27 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,017 Shares 2,332 Est. Cost $444.00 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,001 Shares 2,613 Est. Cost $321.26 Unrealized +3.5%
WAT WATERS CORP 0.2%
Value ($000) $982 Shares 3,386 Est. Cost $319.12 Unrealized 0.0%
META META PLATFORMS INC 0.2%
Value ($000) $967 Shares 1,918 Est. Cost $241.13 Unrealized +100.4%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $954 Shares 5,882 Est. Cost $164.94 Unrealized -2.5%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $954 Shares 10,665 Est. Cost $85.13 Unrealized +3.1%
ABBV ABBVIE INC 0.2%
Value ($000) $932 Shares 5,434 Est. Cost $152.23 Unrealized +3.2%
TSLA TESLA INC 0.2%
Value ($000) $896 Shares 4,528 Est. Cost $203.50 Unrealized -14.1%
HUBB HUBBELL INC 0.2%
Value ($000) $894 Shares 2,446 Est. Cost $383.93 Unrealized 0.0%
IJJ ISHARES TR 0.2%
Value ($000) $880 Shares 7,757 Est. Cost $118.29 Unrealized
AOM ISHARES TR 0.2%
Value ($000) $852 Shares 19,820 Est. Cost $39.95 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $846 Shares 5,804 Est. Cost $143.45 Unrealized
PYLD PIMCO ETF TR 0.2%
Value ($000) $840 Shares 32,755 Est. Cost $25.64 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $834 Shares 2,049 Est. Cost $332.43 Unrealized +22.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $818 Shares 7,109 Est. Cost $96.39 Unrealized +14.2%
IEF ISHARES TR 0.2%
Value ($000) $799 Shares 8,533 Est. Cost $95.49 Unrealized
EQNR EQUINOR ASA 0.2%
Value ($000) $794 Shares 27,805 Est. Cost $28.56 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $788 Shares 5,523 Est. Cost $142.74 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $788 Shares 3,063 Est. Cost $270.28 Unrealized -2.1%
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $766 Shares 52,882 Est. Cost $14.65 Unrealized
VALE VALE S A 0.2%
Value ($000) $764 Shares 68,413 Est. Cost $11.39 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $755 Shares 7,601 Est. Cost $94.77 Unrealized +11.3%
V VISA INC 0.2%
Value ($000) $752 Shares 2,864 Est. Cost $213.34 Unrealized +27.0%
COR CENCORA INC 0.2%
Value ($000) $750 Shares 3,327 Est. Cost $228.01 Unrealized +0.3%
AMZN AMAZON COM INC 0.2%
Value ($000) $743 Shares 3,846 Est. Cost $135.53 Unrealized +35.5%
WMT WALMART INC 0.2%
Value ($000) $735 Shares 10,848 Est. Cost $56.80 Unrealized +9.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $726 Shares 854 Est. Cost $725.05 Unrealized +6.7%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $707 Shares 3,315 Est. Cost $185.99 Unrealized +9.1%
UGA UNITED STS GASOLINE FD LP 0.2%
Value ($000) $703 Shares 10,396 Est. Cost $70.93 Unrealized
CTRE CARETRUST REIT INC 0.2%
Value ($000) $698 Shares 27,813 Est. Cost $24.81 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $697 Shares 7,643 Est. Cost $92.33 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $686 Shares 7,400 Est. Cost $92.70 Unrealized
ITA ISHARES TR 0.2%
Value ($000) $670 Shares 5,076 Est. Cost $123.52 Unrealized
BDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $658 Shares 15,706 Est. Cost $33.16 Unrealized
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $650 Shares 17,800 Est. Cost $31.03 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $612 Shares 1 Est. Cost $448761.72 Unrealized +37.4%
GOOGL ALPHABET INC 0.2%
Value ($000) $600 Shares 3,295 Est. Cost $116.26 Unrealized +43.9%
IVE ISHARES TR 0.1%
Value ($000) $588 Shares 3,228 Est. Cost $186.81 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $583 Shares 1,065 Est. Cost $404.29 Unrealized
EXEL EXELIXIS INC 0.1%
Value ($000) $583 Shares 25,946 Est. Cost $22.23 Unrealized -0.2%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $571 Shares 12,704 Est. Cost $45.20 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $562 Shares 19,394 Est. Cost $29.17 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $559 Shares 5,689 Est. Cost $104.23 Unrealized -4.8%
MZTI LANCASTER COLONY CORP 0.1%
Value ($000) $547 Shares 2,892 Est. Cost $190.92 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $544 Shares 2,108 Est. Cost $259.93 Unrealized -6.7%
AOR ISHARES TR 0.1%
Value ($000) $541 Shares 9,601 Est. Cost $52.20 Unrealized
PTNQ PACER FDS TR 0.1%
Value ($000) $517 Shares 7,178 Est. Cost $70.25 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $494 Shares 11,470 Est. Cost $43.49 Unrealized
AMN AMN HEALTHCARE SVCS INC 0.1%
Value ($000) $492 Shares 9,595 Est. Cost $56.67 Unrealized 0.0%
RTX RTX CORPORATION 0.1%
Value ($000) $477 Shares 4,755 Est. Cost $100.12 Unrealized 0.0%
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $469 Shares 14,040 Est. Cost $33.38 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $458 Shares 5,454 Est. Cost $72.71 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $458 Shares 7,995 Est. Cost $57.27 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $457 Shares 2,629 Est. Cost $137.19 Unrealized
UMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $457 Shares 14,320 Est. Cost $27.95 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $456 Shares 5,805 Est. Cost $78.63 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $452 Shares 25,601 Est. Cost $16.81 Unrealized
NFTY FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $450 Shares 7,467 Est. Cost $60.29 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $448 Shares 13,131 Est. Cost $29.85 Unrealized
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $443 Shares 15,269 Est. Cost $26.07 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $437 Shares 816 Est. Cost $522.42 Unrealized
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $428 Shares 12,346 Est. Cost $30.90 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $424 Shares 782 Est. Cost $455.76 Unrealized +12.7%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $403 Shares 2,764 Est. Cost $100.67 Unrealized +36.4%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $389 Shares 2,425 Est. Cost $143.87 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $388 Shares 98 Est. Cost $3529.18 Unrealized +3.6%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $387 Shares 5,258 Est. Cost $65.26 Unrealized +10.8%
VPC ETFIS SER TR I 0.1%
Value ($000) $383 Shares 16,909 Est. Cost $22.51 Unrealized
TIPZ PIMCO ETF TR 0.1%
Value ($000) $382 Shares 7,273 Est. Cost $52.55 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $378 Shares 3,988 Est. Cost $94.67 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $365 Shares 9,020 Est. Cost $40.03 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $363 Shares 1,716 Est. Cost $232.64 Unrealized -2.3%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $359 Shares 1,485 Est. Cost $198.43 Unrealized +19.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $348 Shares 930 Est. Cost $291.33 Unrealized
BIZD VANECK ETF TRUST 0.1%
Value ($000) $331 Shares 19,325 Est. Cost $16.91 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $329 Shares 6,515 Est. Cost $45.39 Unrealized +7.5%
O REALTY INCOME CORP 0.1%
Value ($000) $328 Shares 6,209 Est. Cost $48.62 Unrealized +0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $328 Shares 2,976 Est. Cost $94.62 Unrealized +4.3%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $323 Shares 731 Est. Cost $452.49 Unrealized -0.2%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $319 Shares 1,318 Est. Cost $242.10 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $315 Shares 1,978 Est. Cost $116.41 Unrealized +35.7%
IJH ISHARES TR 0.1%
Value ($000) $315 Shares 5,374 Est. Cost $58.53 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $314 Shares 3,223 Est. Cost $102.76 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $298 Shares 6,547 Est. Cost $45.59 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $287 Shares 2,954 Est. Cost $98.85 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $281 Shares 3,613 Est. Cost $86.08 Unrealized -9.3%
AMGN AMGEN INC 0.1%
Value ($000) $279 Shares 893 Est. Cost $248.84 Unrealized +12.2%
MUNI PIMCO ETF TR 0.1%
Value ($000) $275 Shares 5,291 Est. Cost $52.45 Unrealized
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $265 Shares 10,490 Est. Cost $24.90 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $265 Shares 2,886 Est. Cost $101.94 Unrealized
UMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $261 Shares 7,739 Est. Cost $28.72 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $257 Shares 6,255 Est. Cost $41.11 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $251 Shares 1,990 Est. Cost $126.08 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $249 Shares 2,834 Est. Cost $87.74 Unrealized
IONQ IONQ INC 0.1%
Value ($000) $248 Shares 35,252 Est. Cost $8.19 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $246 Shares 7,951 Est. Cost $43.52 Unrealized -25.3%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $245 Shares 2,775 Est. Cost $88.31 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $240 Shares 1,315 Est. Cost $182.40 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $239 Shares 3,258 Est. Cost $72.06 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $235 Shares 683 Est. Cost $327.56 Unrealized 0.0%
CRBU CARIBOU BIOSCIENCES INC 0.1%
Value ($000) $233 Shares 142,310 Est. Cost $3.20 Unrealized 0.0%
ABRDN HEALTHCARE INVESTORS 0.1%
Value ($000) $231 Shares 13,228 Est. Cost $16.58 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $230 Shares 1,136 Est. Cost $200.74 Unrealized
UJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $226 Shares 6,100 Est. Cost $30.61 Unrealized
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $224 Shares 7,063 Est. Cost $26.65 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $221 Shares 5,031 Est. Cost $39.75 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $210 Shares 378 Est. Cost $573.19 Unrealized -15.5%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $209 Shares 3,070 Est. Cost $68.14 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $209 Shares 5,944 Est. Cost $34.16 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $206 Shares 1,246 Est. Cost $161.13 Unrealized +0.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $0 Shares 900 Est. Cost $400.63 Unrealized