MILESTONE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001964722 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 25, 2024

Total Value ($000): $445,672 (100.0% shares, 0.0% debt)

Holdings (199)

BUFR FIRST TR EXCHNG TRADED FD VI 8.5%
Value ($000) $37,683 Shares 1,260,706 Est. Cost $27.57 Unrealized
BIL SPDR SER TR 7.1%
Value ($000) $31,588 Shares 344,061 Est. Cost $91.72 Unrealized
XBIL RBB FD INC 6.7%
Value ($000) $29,904 Shares 595,699 Est. Cost $50.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 3.1%
Value ($000) $14,005 Shares 663,096 Est. Cost $20.88 Unrealized
SPY SPDR S&P 500 ETF TR 2.9%
Value ($000) $12,706 Shares 22,145 Est. Cost $400.63 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 2.5%
Value ($000) $11,144 Shares 307,496 Est. Cost $34.76 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $10,990 Shares 47,165 Est. Cost $185.82 Unrealized +19.4%
GAUG FIRST TR EXCHNG TRADED FD VI 2.4%
Value ($000) $10,777 Shares 309,957 Est. Cost $34.11 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 2.4%
Value ($000) $10,647 Shares 425,192 Est. Cost $24.36 Unrealized
BOND PIMCO ETF TR 2.3%
Value ($000) $10,077 Shares 106,516 Est. Cost $91.62 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 2.1%
Value ($000) $9,368 Shares 412,337 Est. Cost $22.73 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 1.6%
Value ($000) $7,142 Shares 188,700 Est. Cost $36.08 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $7,131 Shares 58,719 Est. Cost $103.71 Unrealized +13.9%
DIS DISNEY WALT CO 1.4%
Value ($000) $6,452 Shares 67,077 Est. Cost $91.05 Unrealized -0.5%
NKE NIKE INC 1.4%
Value ($000) $6,291 Shares 71,164 Est. Cost $76.01 Unrealized 0.0%
JEPQ J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $6,071 Shares 110,529 Est. Cost $54.58 Unrealized
AXP AMERICAN EXPRESS CO 1.3%
Value ($000) $5,841 Shares 21,539 Est. Cost $211.51 Unrealized +15.9%
MSTB ETF SER SOLUTIONS 1.1%
Value ($000) $5,000 Shares 146,779 Est. Cost $25.76 Unrealized
NUVEEN AMT FREE MUN CR INC F 1.1%
Value ($000) $4,937 Shares 368,676 Est. Cost $13.39 Unrealized
NUVEEN AMT FREE QLTY MUN INC 1.1%
Value ($000) $4,912 Shares 410,339 Est. Cost $11.97 Unrealized
NUVEEN MUNICIPAL CREDIT INC 1.1%
Value ($000) $4,892 Shares 373,419 Est. Cost $13.10 Unrealized
TOTL SSGA ACTIVE ETF TR 1.1%
Value ($000) $4,884 Shares 117,973 Est. Cost $39.80 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $4,815 Shares 80,910 Est. Cost $57.67 Unrealized
TRV TRAVELERS COMPANIES INC 1.0%
Value ($000) $4,425 Shares 18,898 Est. Cost $206.91 Unrealized +4.1%
GFEB FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,368 Shares 119,618 Est. Cost $34.63 Unrealized
SSO PROSHARES TR 1.0%
Value ($000) $4,333 Shares 48,051 Est. Cost $51.49 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $4,305 Shares 79,018 Est. Cost $53.46 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,287 Shares 124,307 Est. Cost $33.12 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $3,755 Shares 8,727 Est. Cost $374.59 Unrealized +12.9%
MINT PIMCO ETF TR 0.8%
Value ($000) $3,411 Shares 33,880 Est. Cost $100.41 Unrealized
UDEC INNOVATOR ETFS TRUST 0.8%
Value ($000) $3,362 Shares 96,064 Est. Cost $28.15 Unrealized
ARISTA NETWORKS INC 0.7%
Value ($000) $3,206 Shares 8,353 Est. Cost $331.29 Unrealized
BALT INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,193 Shares 103,572 Est. Cost $28.91 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,961 Shares 20,108 Est. Cost $139.35 Unrealized +0.4%
SHV ISHARES TR 0.6%
Value ($000) $2,843 Shares 25,695 Est. Cost $110.54 Unrealized
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $2,664 Shares 4,558 Est. Cost $427.66 Unrealized +20.7%
RDVI FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,630 Shares 106,749 Est. Cost $24.24 Unrealized
GLD SPDR GOLD TR 0.6%
Value ($000) $2,610 Shares 10,738 Est. Cost $207.50 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value ($000) $2,591 Shares 12,541 Est. Cost $161.03 Unrealized +19.8%
PDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,527 Shares 65,969 Est. Cost $30.86 Unrealized
SLV ISHARES SILVER TR 0.6%
Value ($000) $2,486 Shares 87,492 Est. Cost $24.36 Unrealized
LAM RESEARCH CORP 0.5%
Value ($000) $2,302 Shares 2,820 Est. Cost $925.60 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $2,145 Shares 57,657 Est. Cost $22.61 Unrealized +35.7%
INDA ISHARES TR 0.5%
Value ($000) $2,139 Shares 36,553 Est. Cost $51.72 Unrealized
SFLR INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,117 Shares 66,556 Est. Cost $25.91 Unrealized
BUFF INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,073 Shares 46,981 Est. Cost $40.36 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $2,017 Shares 19,004 Est. Cost $106.12 Unrealized
PIMCO STRATEGIC INCOME FD 0.4%
Value ($000) $2,002 Shares 260,398 Est. Cost $6.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,895 Shares 8,571 Est. Cost $170.98 Unrealized +10.5%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,888 Shares 10,537 Est. Cost $172.35 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $1,845 Shares 7,051 Est. Cost $212.29 Unrealized +7.4%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,820 Shares 40,529 Est. Cost $38.39 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,789 Shares 8,483 Est. Cost $167.80 Unrealized +22.1%
PFE PFIZER INC 0.4%
Value ($000) $1,752 Shares 60,531 Est. Cost $24.93 Unrealized +7.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,680 Shares 3,651 Est. Cost $380.58 Unrealized +16.2%
MPWR MONOLITHIC PWR SYS INC 0.4%
Value ($000) $1,603 Shares 1,734 Est. Cost $668.79 Unrealized +27.6%
CLOI VANECK ETF TRUST 0.4%
Value ($000) $1,594 Shares 30,050 Est. Cost $52.91 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,589 Shares 15,309 Est. Cost $98.92 Unrealized 0.0%
CTAS CINTAS CORP 0.4%
Value ($000) $1,589 Shares 7,717 Est. Cost $185.43 Unrealized +2.9%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,579 Shares 3,235 Est. Cost $400.70 Unrealized
CHE CHEMED CORP NEW 0.3%
Value ($000) $1,514 Shares 2,518 Est. Cost $563.60 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $1,511 Shares 7,609 Est. Cost $206.08 Unrealized -6.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,489 Shares 8,754 Est. Cost $171.16 Unrealized 0.0%
CORP PIMCO ETF TR 0.3%
Value ($000) $1,466 Shares 14,745 Est. Cost $95.07 Unrealized
EPP ISHARES INC 0.3%
Value ($000) $1,459 Shares 29,870 Est. Cost $43.30 Unrealized
HPQ HP INC 0.3%
Value ($000) $1,457 Shares 40,613 Est. Cost $33.25 Unrealized 0.0%
GWW GRAINGER W W INC 0.3%
Value ($000) $1,436 Shares 1,382 Est. Cost $956.89 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $1,419 Shares 11,968 Est. Cost $97.44 Unrealized +16.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value ($000) $1,395 Shares 68,172 Est. Cost $18.38 Unrealized 0.0%
GE GE AEROSPACE 0.3%
Value ($000) $1,383 Shares 7,334 Est. Cost $154.04 Unrealized +9.0%
ILF ISHARES TR 0.3%
Value ($000) $1,380 Shares 53,280 Est. Cost $27.48 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,370 Shares 3,504 Est. Cost $338.69 Unrealized +0.0%
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $1,352 Shares 18,415 Est. Cost $73.42 Unrealized
NTAP NETAPP INC 0.3%
Value ($000) $1,265 Shares 10,245 Est. Cost $121.10 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $1,262 Shares 6,248 Est. Cost $202.36 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,238 Shares 14,764 Est. Cost $68.03 Unrealized +7.4%
UGA UNITED STS GASOLINE FD LP 0.3%
Value ($000) $1,237 Shares 21,166 Est. Cost $64.57 Unrealized
CDW CDW CORP 0.3%
Value ($000) $1,222 Shares 5,399 Est. Cost $217.57 Unrealized 0.0%
ABBV ABBVIE INC 0.3%
Value ($000) $1,212 Shares 6,136 Est. Cost $155.26 Unrealized +15.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $1,195 Shares 2,098 Est. Cost $551.29 Unrealized
TLH ISHARES TR 0.3%
Value ($000) $1,156 Shares 10,576 Est. Cost $109.34 Unrealized
PYLD PIMCO ETF TR 0.3%
Value ($000) $1,154 Shares 43,284 Est. Cost $25.89 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,097 Shares 1,238 Est. Cost $537.04 Unrealized +65.8%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,095 Shares 6,674 Est. Cost $163.40 Unrealized -7.0%
UAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,086 Shares 30,989 Est. Cost $28.65 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,083 Shares 257 Est. Cost $3693.04 Unrealized +2.7%
ITOT ISHARES TR 0.2%
Value ($000) $1,070 Shares 8,516 Est. Cost $89.28 Unrealized
JNK SPDR SER TR 0.2%
Value ($000) $1,061 Shares 10,845 Est. Cost $94.27 Unrealized
VST VISTRA CORP 0.2%
Value ($000) $1,040 Shares 8,774 Est. Cost $84.10 Unrealized 0.0%
META META PLATFORMS INC 0.2%
Value ($000) $1,023 Shares 1,787 Est. Cost $241.13 Unrealized +112.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $982 Shares 8,092 Est. Cost $109.82 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $982 Shares 18,448 Est. Cost $46.79 Unrealized -0.0%
IJS ISHARES TR 0.2%
Value ($000) $976 Shares 9,070 Est. Cost $105.92 Unrealized
IJK ISHARES TR 0.2%
Value ($000) $973 Shares 10,586 Est. Cost $91.93 Unrealized
WMT WALMART INC 0.2%
Value ($000) $953 Shares 11,798 Est. Cost $58.06 Unrealized +24.8%
CTRE CARETRUST REIT INC 0.2%
Value ($000) $952 Shares 30,839 Est. Cost $25.41 Unrealized
AOM ISHARES TR 0.2%
Value ($000) $928 Shares 20,573 Est. Cost $40.14 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $881 Shares 3,140 Est. Cost $315.02 Unrealized -9.8%
CRM SALESFORCE INC 0.2%
Value ($000) $879 Shares 3,213 Est. Cost $269.51 Unrealized -5.8%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $845 Shares 953 Est. Cost $739.27 Unrealized +16.6%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $821 Shares 4,764 Est. Cost $185.12 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $801 Shares 2,912 Est. Cost $214.24 Unrealized +25.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $796 Shares 6,790 Est. Cost $96.39 Unrealized +14.1%
AMZN AMAZON COM INC 0.2%
Value ($000) $792 Shares 4,252 Est. Cost $140.01 Unrealized +30.3%
AVGO BROADCOM INC 0.2%
Value ($000) $786 Shares 4,555 Est. Cost $158.01 Unrealized 0.0%
AOR ISHARES TR 0.2%
Value ($000) $779 Shares 13,154 Est. Cost $54.10 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $750 Shares 3,613 Est. Cost $187.50 Unrealized +8.9%
ITA ISHARES TR 0.2%
Value ($000) $747 Shares 4,989 Est. Cost $123.52 Unrealized
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $742 Shares 1,783 Est. Cost $416.40 Unrealized
BDGS EA SERIES TRUST 0.2%
Value ($000) $731 Shares 23,969 Est. Cost $27.00 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $722 Shares 4,688 Est. Cost $143.45 Unrealized
SFM SPROUTS FMRS MKT INC 0.2%
Value ($000) $709 Shares 6,421 Est. Cost $95.38 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $701 Shares 7,986 Est. Cost $92.13 Unrealized
EXEL EXELIXIS INC 0.2%
Value ($000) $699 Shares 26,949 Est. Cost $22.33 Unrealized +11.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $691 Shares 1 Est. Cost $448761.72 Unrealized +47.9%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $688 Shares 3,049 Est. Cost $225.79 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $684 Shares 3,314 Est. Cost $187.42 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $679 Shares 4,772 Est. Cost $114.08 Unrealized +17.6%
BDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $673 Shares 15,618 Est. Cost $33.16 Unrealized
PAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $660 Shares 17,443 Est. Cost $31.03 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $658 Shares 1,837 Est. Cost $337.80 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $650 Shares 13,907 Est. Cost $45.33 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $643 Shares 5,661 Est. Cost $112.96 Unrealized 0.0%
RTX RTX CORPORATION 0.1%
Value ($000) $642 Shares 5,300 Est. Cost $101.25 Unrealized +9.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $633 Shares 2,124 Est. Cost $259.93 Unrealized +1.2%
GOOGL ALPHABET INC 0.1%
Value ($000) $620 Shares 3,738 Est. Cost $122.24 Unrealized +36.4%
IVV ISHARES TR 0.1%
Value ($000) $615 Shares 1,066 Est. Cost $404.29 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $604 Shares 3,500 Est. Cost $158.01 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $568 Shares 19,496 Est. Cost $29.17 Unrealized
PTNQ PACER FDS TR 0.1%
Value ($000) $565 Shares 7,702 Est. Cost $70.46 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $559 Shares 12,348 Est. Cost $43.62 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $549 Shares 6,563 Est. Cost $79.21 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $522 Shares 28,911 Est. Cost $16.95 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $516 Shares 900 Est. Cost $400.63 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $514 Shares 14,126 Est. Cost $33.38 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $497 Shares 5,445 Est. Cost $72.71 Unrealized
NFTY FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $484 Shares 7,467 Est. Cost $60.29 Unrealized
UMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $473 Shares 14,320 Est. Cost $27.95 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $471 Shares 2,712 Est. Cost $138.31 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $468 Shares 8,039 Est. Cost $57.27 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $464 Shares 10,100 Est. Cost $45.71 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $463 Shares 13,131 Est. Cost $29.85 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $457 Shares 4,393 Est. Cost $85.13 Unrealized +10.9%
PHYL PGIM ETF TR 0.1%
Value ($000) $454 Shares 12,668 Est. Cost $35.80 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $451 Shares 3,858 Est. Cost $116.99 Unrealized
AMN AMN HEALTHCARE SVCS INC 0.1%
Value ($000) $451 Shares 10,638 Est. Cost $56.25 Unrealized -6.8%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $451 Shares 2,764 Est. Cost $100.67 Unrealized +48.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $432 Shares 4,429 Est. Cost $85.48 Unrealized -3.1%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $425 Shares 1,794 Est. Cost $232.79 Unrealized +1.4%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $417 Shares 801 Est. Cost $457.31 Unrealized +13.9%
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $415 Shares 13,746 Est. Cost $26.07 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $413 Shares 4,326 Est. Cost $92.70 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $410 Shares 9,010 Est. Cost $45.51 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $403 Shares 3,269 Est. Cost $123.33 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $398 Shares 681 Est. Cost $489.58 Unrealized +12.0%
GOOG ALPHABET INC 0.1%
Value ($000) $396 Shares 2,370 Est. Cost $168.24 Unrealized 0.0%
TIPZ PIMCO ETF TR 0.1%
Value ($000) $396 Shares 7,315 Est. Cost $52.55 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $393 Shares 6,190 Est. Cost $48.62 Unrealized +13.1%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $389 Shares 10,811 Est. Cost $30.90 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $387 Shares 4,033 Est. Cost $94.68 Unrealized
VPC ETFIS SER TR I 0.1%
Value ($000) $384 Shares 17,203 Est. Cost $22.51 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $380 Shares 769 Est. Cost $452.95 Unrealized +1.9%
XYLD GLOBAL X FDS 0.1%
Value ($000) $372 Shares 8,957 Est. Cost $40.03 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $369 Shares 1,485 Est. Cost $198.43 Unrealized +15.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $364 Shares 3,100 Est. Cost $95.35 Unrealized +18.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $357 Shares 2,045 Est. Cost $143.87 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $353 Shares 5,447 Est. Cost $65.23 Unrealized -1.0%
AMGN AMGEN INC 0.1%
Value ($000) $339 Shares 1,053 Est. Cost $258.61 Unrealized +21.1%
WCLD WISDOMTREE TR 0.1%
Value ($000) $338 Shares 10,568 Est. Cost $31.96 Unrealized
IONQ IONQ INC 0.1%
Value ($000) $337 Shares 38,555 Est. Cost $8.14 Unrealized -6.3%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $328 Shares 6,549 Est. Cost $45.39 Unrealized +10.1%
BIZD VANECK ETF TRUST 0.1%
Value ($000) $325 Shares 19,611 Est. Cost $16.91 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $319 Shares 7,048 Est. Cost $41.58 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $313 Shares 1,621 Est. Cost $155.87 Unrealized +17.5%
IHDG WISDOMTREE TR 0.1%
Value ($000) $312 Shares 6,835 Est. Cost $45.59 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $309 Shares 1,542 Est. Cost $185.06 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $309 Shares 3,031 Est. Cost $88.66 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $308 Shares 3,194 Est. Cost $89.37 Unrealized
CRBU CARIBOU BIOSCIENCES INC 0.1%
Value ($000) $304 Shares 155,127 Est. Cost $3.10 Unrealized -34.0%
DEO DIAGEO PLC 0.1%
Value ($000) $289 Shares 2,061 Est. Cost $126.57 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $286 Shares 744 Est. Cost $291.33 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $280 Shares 5,291 Est. Cost $52.45 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $280 Shares 690 Est. Cost $327.81 Unrealized +7.6%
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $274 Shares 10,490 Est. Cost $24.90 Unrealized
UMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $265 Shares 7,594 Est. Cost $28.72 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $260 Shares 3,366 Est. Cost $72.29 Unrealized +9.4%
COR CENCORA INC 0.1%
Value ($000) $232 Shares 1,030 Est. Cost $228.01 Unrealized +0.7%
TLT ISHARES TR 0.1%
Value ($000) $231 Shares 2,350 Est. Cost $101.94 Unrealized
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $230 Shares 7,063 Est. Cost $26.65 Unrealized
ABRDN HEALTHCARE INVESTORS 0.1%
Value ($000) $230 Shares 12,331 Est. Cost $16.58 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $229 Shares 4,818 Est. Cost $39.75 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $225 Shares 4,450 Est. Cost $50.57 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $224 Shares 1,014 Est. Cost $200.74 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $214 Shares 5,944 Est. Cost $34.16 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $212 Shares 6,366 Est. Cost $29.15 Unrealized 0.0%
USHY ISHARES TR 0.0%
Value ($000) $205 Shares 5,457 Est. Cost $37.65 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $203 Shares 2,433 Est. Cost $83.63 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $202 Shares 2,517 Est. Cost $80.30 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $202 Shares 1,447 Est. Cost $126.27 Unrealized 0.0%