PACIFIC SUN FINANCIAL CORP Diversified Active

CIK: 0000947517 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 9, 2024

Total Value ($000): $181,319 (100.0% shares, 0.0% debt)

Holdings (184)

AAPL APPLE INC 5.8%
Value ($000) $10,565 Shares 45,342 Est. Cost $120.16 Unrealized +84.7%
FDN FIRST TR EXCHANGE-TRADED FD 3.5%
Value ($000) $6,353 Shares 29,991 Est. Cost $123.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.1%
Value ($000) $5,545 Shares 12,047 Est. Cost $283.65 Unrealized +55.9%
SLYG SPDR SER TR 2.8%
Value ($000) $5,153 Shares 55,344 Est. Cost $101.64 Unrealized
XLK SELECT SECTOR SPDR TR 2.3%
Value ($000) $4,131 Shares 18,298 Est. Cost $87.41 Unrealized
IJT ISHARES TR 1.9%
Value ($000) $3,518 Shares 25,223 Est. Cost $152.79 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.8%
Value ($000) $3,340 Shares 56,388 Est. Cost $29.74 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $3,250 Shares 28,266 Est. Cost $61.39 Unrealized
XAR SPDR SER TR 1.6%
Value ($000) $2,926 Shares 18,599 Est. Cost $97.03 Unrealized
QQQ INVESCO QQQ TR 1.5%
Value ($000) $2,787 Shares 5,711 Est. Cost $223.20 Unrealized
MDYG SPDR SER TR 1.4%
Value ($000) $2,554 Shares 29,114 Est. Cost $87.31 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $2,512 Shares 77,595 Est. Cost $50.82 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 1.4%
Value ($000) $2,472 Shares 53,555 Est. Cost $71.55 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,303 Shares 61,620 Est. Cost $47.01 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 1.3%
Value ($000) $2,300 Shares 40,309 Est. Cost $46.59 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.3%
Value ($000) $2,281 Shares 50,144 Est. Cost $30.24 Unrealized
REZ ISHARES TR 1.2%
Value ($000) $2,243 Shares 25,257 Est. Cost $58.08 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,237 Shares 20,662 Est. Cost $67.93 Unrealized
SLYV SPDR SER TR 1.2%
Value ($000) $2,211 Shares 25,466 Est. Cost $87.02 Unrealized
TSLA TESLA INC 1.2%
Value ($000) $2,191 Shares 8,376 Est. Cost $228.06 Unrealized -0.0%
PNQI INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,173 Shares 50,000 Est. Cost $52.25 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $2,113 Shares 55,993 Est. Cost $50.84 Unrealized
VYM VANGUARD WHITEHALL FDS 1.0%
Value ($000) $1,883 Shares 14,691 Est. Cost $86.93 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $1,880 Shares 3,284 Est. Cost $193.30 Unrealized +164.9%
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,855 Shares 4,312 Est. Cost $244.82 Unrealized +72.8%
RWJ INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,720 Shares 37,628 Est. Cost $46.01 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,716 Shares 14,980 Est. Cost $59.56 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $1,707 Shares 7,194 Est. Cost $165.49 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,664 Shares 32,554 Est. Cost $31.03 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $1,628 Shares 8,737 Est. Cost $124.76 Unrealized +46.2%
POWA INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $1,618 Shares 19,064 Est. Cost $49.05 Unrealized
VGT VANGUARD WORLD FD 0.9%
Value ($000) $1,604 Shares 2,735 Est. Cost $205.01 Unrealized
IWS ISHARES TR 0.9%
Value ($000) $1,581 Shares 11,954 Est. Cost $88.35 Unrealized
VOE VANGUARD INDEX FDS 0.9%
Value ($000) $1,579 Shares 9,420 Est. Cost $112.08 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,565 Shares 9,102 Est. Cost $134.60 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,547 Shares 17,711 Est. Cost $49.17 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,363 Shares 22,325 Est. Cost $48.12 Unrealized
IHI ISHARES TR 0.7%
Value ($000) $1,337 Shares 22,570 Est. Cost $73.04 Unrealized
SDY SPDR SER TR 0.7%
Value ($000) $1,317 Shares 9,273 Est. Cost $90.03 Unrealized
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $1,282 Shares 6,385 Est. Cost $134.78 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $1,276 Shares 1,440 Est. Cost $642.69 Unrealized +38.5%
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $1,245 Shares 10,629 Est. Cost $65.38 Unrealized
WCN WASTE CONNECTIONS INC 0.7%
Value ($000) $1,234 Shares 6,900 Est. Cost $129.36 Unrealized +38.9%
XHE SPDR SER TR 0.7%
Value ($000) $1,190 Shares 13,151 Est. Cost $94.27 Unrealized
XLRE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,167 Shares 26,121 Est. Cost $40.95 Unrealized
ITA ISHARES TR 0.6%
Value ($000) $1,161 Shares 7,757 Est. Cost $140.91 Unrealized
DON WISDOMTREE TR 0.6%
Value ($000) $1,156 Shares 22,605 Est. Cost $32.88 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 0.6%
Value ($000) $1,144 Shares 12,374 Est. Cost $102.85 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,134 Shares 9,339 Est. Cost $100.61 Unrealized +17.4%
QTEC FIRST TR NASDAQ 100 TECH IND 0.6%
Value ($000) $1,082 Shares 5,657 Est. Cost $88.21 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,077 Shares 22,499 Est. Cost $58.31 Unrealized
IJR ISHARES TR 0.6%
Value ($000) $1,021 Shares 8,727 Est. Cost $76.07 Unrealized
BBH VANECK ETF TRUST 0.6%
Value ($000) $1,005 Shares 5,667 Est. Cost $123.97 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $988 Shares 10,314 Est. Cost $95.95 Unrealized
QDEF FLEXSHARES TR 0.5%
Value ($000) $976 Shares 13,648 Est. Cost $42.86 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $973 Shares 14,242 Est. Cost $47.29 Unrealized
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $947 Shares 11,402 Est. Cost $60.50 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.5%
Value ($000) $931 Shares 16,900 Est. Cost $32.77 Unrealized
IMCG ISHARES TR 0.5%
Value ($000) $916 Shares 12,548 Est. Cost $73.14 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $916 Shares 8,309 Est. Cost $68.34 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $890 Shares 12,952 Est. Cost $69.68 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $858 Shares 8,361 Est. Cost $75.32 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $852 Shares 12,345 Est. Cost $45.20 Unrealized
SMLV SPDR SER TR 0.5%
Value ($000) $833 Shares 6,703 Est. Cost $87.93 Unrealized
CSB VICTORY PORTFOLIOS II 0.5%
Value ($000) $832 Shares 14,155 Est. Cost $56.88 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $815 Shares 21,630 Est. Cost $41.91 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $808 Shares 12,965 Est. Cost $86.39 Unrealized
IGV ISHARES TR 0.4%
Value ($000) $791 Shares 8,850 Est. Cost $135.47 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $786 Shares 2,048 Est. Cost $141.72 Unrealized
WELL WELLTOWER INC 0.4%
Value ($000) $786 Shares 6,138 Est. Cost $43.93 Unrealized +159.1%
ONEQ FIDELITY COMWLTH TR 0.4%
Value ($000) $771 Shares 10,770 Est. Cost $80.42 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $759 Shares 7,018 Est. Cost $116.31 Unrealized
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $756 Shares 4,674 Est. Cost $115.32 Unrealized +27.4%
IBB ISHARES TR 0.4%
Value ($000) $749 Shares 5,147 Est. Cost $109.41 Unrealized
MDYV SPDR SER TR 0.4%
Value ($000) $737 Shares 9,269 Est. Cost $70.18 Unrealized
GGME INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $715 Shares 14,631 Est. Cost $31.56 Unrealized
EZM WISDOMTREE TR 0.4%
Value ($000) $698 Shares 11,200 Est. Cost $39.01 Unrealized
ISCV ISHARES TR 0.4%
Value ($000) $696 Shares 10,962 Est. Cost $88.43 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $687 Shares 3,967 Est. Cost $75.27 Unrealized +118.2%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $682 Shares 4,426 Est. Cost $133.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $672 Shares 3,392 Est. Cost $103.58 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.4%
Value ($000) $670 Shares 13,118 Est. Cost $42.06 Unrealized
ARKW ARK ETF TR 0.4%
Value ($000) $667 Shares 7,833 Est. Cost $57.25 Unrealized
IMCV ISHARES TR 0.4%
Value ($000) $662 Shares 8,640 Est. Cost $88.64 Unrealized
QDF FLEXSHARES TR 0.4%
Value ($000) $656 Shares 9,150 Est. Cost $44.42 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $655 Shares 1,150 Est. Cost $354.61 Unrealized
ONEV SPDR SER TR 0.3%
Value ($000) $634 Shares 4,882 Est. Cost $99.61 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $633 Shares 12,295 Est. Cost $74.55 Unrealized
ILCB ISHARES TR 0.3%
Value ($000) $628 Shares 7,920 Est. Cost $86.74 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $623 Shares 8,220 Est. Cost $39.33 Unrealized
VHT VANGUARD WORLD FD 0.3%
Value ($000) $614 Shares 2,175 Est. Cost $165.27 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $601 Shares 11,670 Est. Cost $59.32 Unrealized
EVX VANECK ETF TRUST 0.3%
Value ($000) $601 Shares 3,330 Est. Cost $88.94 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $600 Shares 12,205 Est. Cost $65.54 Unrealized
IJK ISHARES TR 0.3%
Value ($000) $598 Shares 6,500 Est. Cost $114.61 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $589 Shares 12,945 Est. Cost $36.90 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $579 Shares 6,022 Est. Cost $133.68 Unrealized -32.2%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $569 Shares 3,865 Est. Cost $139.11 Unrealized +0.6%
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $568 Shares 2,124 Est. Cost $167.74 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $554 Shares 4,622 Est. Cost $126.22 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $541 Shares 11,890 Est. Cost $58.48 Unrealized
MGC VANGUARD WORLD FD 0.3%
Value ($000) $535 Shares 2,591 Est. Cost $150.85 Unrealized
FDM FIRST TR DOW JONES SELECT MI 0.3%
Value ($000) $526 Shares 8,205 Est. Cost $45.34 Unrealized
NUSC NUSHARES ETF TR 0.3%
Value ($000) $525 Shares 12,266 Est. Cost $41.55 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $521 Shares 1,973 Est. Cost $186.77 Unrealized
IYF ISHARES TR 0.3%
Value ($000) $505 Shares 4,862 Est. Cost $82.11 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $496 Shares 12,505 Est. Cost $32.80 Unrealized +18.2%
HDV ISHARES TR 0.3%
Value ($000) $492 Shares 4,179 Est. Cost $85.13 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $491 Shares 4,821 Est. Cost $69.71 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $489 Shares 552 Est. Cost $425.96 Unrealized +102.3%
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $480 Shares 4,295 Est. Cost $70.15 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $476 Shares 6,753 Est. Cost $55.76 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $475 Shares 5,725 Est. Cost $54.37 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $473 Shares 6,768 Est. Cost $58.32 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $464 Shares 2,773 Est. Cost $116.35 Unrealized +44.6%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $456 Shares 2,276 Est. Cost $146.73 Unrealized
UDR UDR INC 0.2%
Value ($000) $433 Shares 9,551 Est. Cost $34.97 Unrealized +16.1%
PYZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $425 Shares 4,430 Est. Cost $69.76 Unrealized
RACE FERRARI N V 0.2%
Value ($000) $423 Shares 900 Est. Cost $330.41 Unrealized +35.7%
NFLX NETFLIX INC 0.2%
Value ($000) $423 Shares 596 Est. Cost $28.05 Unrealized +138.4%
IYK ISHARES TR 0.2%
Value ($000) $420 Shares 5,956 Est. Cost $113.41 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $419 Shares 4,296 Est. Cost $90.23 Unrealized -8.2%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $412 Shares 717 Est. Cost $371.40 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $407 Shares 5,676 Est. Cost $51.15 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $402 Shares 3,730 Est. Cost $109.88 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $399 Shares 6,000 Est. Cost $63.48 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $396 Shares 977 Est. Cost $291.86 Unrealized +20.8%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $387 Shares 1,590 Est. Cost $173.22 Unrealized
SOXX ISHARES TR 0.2%
Value ($000) $380 Shares 1,649 Est. Cost $230.59 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $379 Shares 2,115 Est. Cost $105.10 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $372 Shares 5,818 Est. Cost $53.70 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $371 Shares 6,662 Est. Cost $43.17 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $366 Shares 5,033 Est. Cost $64.12 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $358 Shares 953 Est. Cost $256.80 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $358 Shares 845 Est. Cost $288.33 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $351 Shares 5,920 Est. Cost $46.40 Unrealized
DES WISDOMTREE TR 0.2%
Value ($000) $347 Shares 10,070 Est. Cost $26.17 Unrealized
ARKG ARK ETF TR 0.2%
Value ($000) $344 Shares 13,422 Est. Cost $53.66 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $334 Shares 1,096 Est. Cost $221.25 Unrealized +20.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $328 Shares 2,700 Est. Cost $81.15 Unrealized +35.3%
DVY ISHARES TR 0.2%
Value ($000) $323 Shares 2,392 Est. Cost $92.61 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $318 Shares 3,478 Est. Cost $61.53 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $317 Shares 3,072 Est. Cost $57.23 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $316 Shares 3,219 Est. Cost $51.08 Unrealized
V VISA INC 0.2%
Value ($000) $311 Shares 1,131 Est. Cost $157.74 Unrealized +69.7%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $303 Shares 674 Est. Cost $295.69 Unrealized +38.9%
XTL SPDR SER TR 0.2%
Value ($000) $294 Shares 2,920 Est. Cost $69.74 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $286 Shares 5,660 Est. Cost $41.08 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $281 Shares 1,715 Est. Cost $174.22 Unrealized -12.8%
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $279 Shares 1,601 Est. Cost $172.14 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $278 Shares 7,075 Est. Cost $52.85 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $274 Shares 3,155 Est. Cost $72.13 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $267 Shares 2,274 Est. Cost $141.87 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $265 Shares 502 Est. Cost $389.00 Unrealized +22.9%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $263 Shares 5,535 Est. Cost $42.73 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.1%
Value ($000) $263 Shares 3,110 Est. Cost $54.68 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $261 Shares 1,060 Est. Cost $113.06 Unrealized +107.5%
IXJ ISHARES TR 0.1%
Value ($000) $256 Shares 2,606 Est. Cost $85.48 Unrealized
NKE NIKE INC 0.1%
Value ($000) $249 Shares 2,822 Est. Cost $95.68 Unrealized -20.6%
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $249 Shares 2,277 Est. Cost $57.90 Unrealized
PSR INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $244 Shares 2,482 Est. Cost $99.94 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $243 Shares 7,530 Est. Cost $47.10 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $240 Shares 695 Est. Cost $305.12 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $240 Shares 1,406 Est. Cost $122.30 Unrealized +17.0%
ARKK ARK ETF TR 0.1%
Value ($000) $235 Shares 4,946 Est. Cost $81.38 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $233 Shares 1,375 Est. Cost $145.05 Unrealized
CSM PROSHARES TR 0.1%
Value ($000) $231 Shares 3,540 Est. Cost $54.77 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $228 Shares 2,590 Est. Cost $67.45 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $228 Shares 20,075 Est. Cost $7.72 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $226 Shares 860 Est. Cost $240.03 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $225 Shares 618 Est. Cost $306.57 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $224 Shares 1,136 Est. Cost $178.69 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $223 Shares 5,800 Est. Cost $38.48 Unrealized
BMI BADGER METER INC 0.1%
Value ($000) $223 Shares 1,020 Est. Cost $198.39 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $221 Shares 3,290 Est. Cost $63.54 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $218 Shares 4,525 Est. Cost $48.61 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $216 Shares 2,671 Est. Cost $80.78 Unrealized
VFMO VANGUARD WELLINGTON FD 0.1%
Value ($000) $212 Shares 1,316 Est. Cost $160.90 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $211 Shares 2,863 Est. Cost $67.18 Unrealized 0.0%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $207 Shares 1,190 Est. Cost $174.05 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $206 Shares 753 Est. Cost $253.82 Unrealized 0.0%
PSCM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $202 Shares 2,510 Est. Cost $62.12 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $100 Shares 17,024 Est. Cost $18.58 Unrealized
MODD MODULAR MED INC 0.0%
Value ($000) $38 Shares 16,750 Est. Cost $1.41 Unrealized +27.6%