PACIFIC SUN FINANCIAL CORP Diversified Active

CIK: 0000947517 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $183,556 (100.0% shares, 0.0% debt)

Holdings (184)

AAPL APPLE INC 6.2%
Value ($000) $11,347 Shares 45,310 Est. Cost $120.16 Unrealized +95.2%
FDN FIRST TR EXCHANGE-TRADED FD 4.0%
Value ($000) $7,278 Shares 29,931 Est. Cost $123.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 3.0%
Value ($000) $5,536 Shares 12,214 Est. Cost $286.09 Unrealized +61.4%
SLYG SPDR SER TR 2.7%
Value ($000) $4,996 Shares 55,294 Est. Cost $101.64 Unrealized
XLK SELECT SECTOR SPDR TR 2.3%
Value ($000) $4,312 Shares 18,544 Est. Cost $89.34 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 1.9%
Value ($000) $3,553 Shares 55,993 Est. Cost $29.74 Unrealized
IJT ISHARES TR 1.9%
Value ($000) $3,419 Shares 25,258 Est. Cost $152.79 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $3,274 Shares 28,539 Est. Cost $61.39 Unrealized
TSLA TESLA INC 1.8%
Value ($000) $3,269 Shares 8,096 Est. Cost $228.06 Unrealized +41.1%
XAR SPDR SER TR 1.7%
Value ($000) $3,101 Shares 18,704 Est. Cost $97.03 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value ($000) $2,935 Shares 5,741 Est. Cost $223.20 Unrealized
MDYG SPDR SER TR 1.4%
Value ($000) $2,521 Shares 29,019 Est. Cost $87.31 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,327 Shares 49,850 Est. Cost $52.25 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $2,267 Shares 51,196 Est. Cost $71.55 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 1.2%
Value ($000) $2,233 Shares 39,691 Est. Cost $46.59 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,188 Shares 72,690 Est. Cost $50.82 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.2%
Value ($000) $2,173 Shares 49,804 Est. Cost $30.24 Unrealized
SLYV SPDR SER TR 1.2%
Value ($000) $2,173 Shares 24,906 Est. Cost $87.02 Unrealized
CZA INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,135 Shares 20,552 Est. Cost $67.93 Unrealized
PSCC INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $2,117 Shares 55,663 Est. Cost $50.84 Unrealized
REZ ISHARES TR 1.1%
Value ($000) $2,040 Shares 25,177 Est. Cost $58.08 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $1,984 Shares 60,920 Est. Cost $47.01 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $1,916 Shares 3,273 Est. Cost $193.30 Unrealized +202.5%
AMZN AMAZON COM INC 1.0%
Value ($000) $1,912 Shares 8,717 Est. Cost $124.76 Unrealized +64.0%
VYM VANGUARD WHITEHALL FDS 1.0%
Value ($000) $1,858 Shares 14,566 Est. Cost $86.93 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,842 Shares 4,371 Est. Cost $247.22 Unrealized +70.8%
RWJ INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $1,777 Shares 38,840 Est. Cost $46.01 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $1,760 Shares 32,520 Est. Cost $31.03 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $1,725 Shares 14,980 Est. Cost $59.56 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $1,713 Shares 7,129 Est. Cost $165.49 Unrealized
VGT VANGUARD WORLD FD 0.9%
Value ($000) $1,701 Shares 2,735 Est. Cost $205.01 Unrealized
VOE VANGUARD INDEX FDS 0.8%
Value ($000) $1,521 Shares 9,400 Est. Cost $112.08 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,513 Shares 17,741 Est. Cost $49.17 Unrealized
IWS ISHARES TR 0.8%
Value ($000) $1,510 Shares 11,674 Est. Cost $88.35 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $1,421 Shares 17,487 Est. Cost $49.05 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,412 Shares 8,495 Est. Cost $134.60 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $1,349 Shares 22,180 Est. Cost $48.12 Unrealized
IHI ISHARES TR 0.7%
Value ($000) $1,305 Shares 22,362 Est. Cost $73.04 Unrealized
VBR VANGUARD INDEX FDS 0.7%
Value ($000) $1,261 Shares 6,365 Est. Cost $134.78 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $1,256 Shares 9,350 Est. Cost $100.61 Unrealized +37.0%
SDY SPDR SER TR 0.7%
Value ($000) $1,232 Shares 9,328 Est. Cost $90.03 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.7%
Value ($000) $1,226 Shares 10,594 Est. Cost $65.38 Unrealized
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,204 Shares 29,615 Est. Cost $40.92 Unrealized
XHE SPDR SER TR 0.7%
Value ($000) $1,199 Shares 13,549 Est. Cost $94.10 Unrealized
WCN WASTE CONNECTIONS INC 0.6%
Value ($000) $1,167 Shares 6,800 Est. Cost $129.36 Unrealized +39.7%
VIOV VANGUARD ADMIRAL FDS INC 0.6%
Value ($000) $1,166 Shares 12,494 Est. Cost $102.85 Unrealized
DON WISDOMTREE TR 0.6%
Value ($000) $1,157 Shares 22,705 Est. Cost $32.88 Unrealized
ITA ISHARES TR 0.6%
Value ($000) $1,135 Shares 7,807 Est. Cost $140.91 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,075 Shares 22,519 Est. Cost $58.31 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.6%
Value ($000) $1,075 Shares 5,707 Est. Cost $88.21 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $1,054 Shares 1,365 Est. Cost $642.69 Unrealized +27.8%
IVW ISHARES TR 0.6%
Value ($000) $1,047 Shares 10,314 Est. Cost $95.95 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.6%
Value ($000) $1,042 Shares 17,748 Est. Cost $34.01 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $1,000 Shares 8,680 Est. Cost $76.07 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $967 Shares 8,094 Est. Cost $68.34 Unrealized
QDEF FLEXSHARES TR 0.5%
Value ($000) $944 Shares 13,443 Est. Cost $42.86 Unrealized
SCHM SCHWAB STRATEGIC TR 0.5%
Value ($000) $938 Shares 33,836 Est. Cost $38.76 Unrealized
IMCG ISHARES TR 0.5%
Value ($000) $932 Shares 12,338 Est. Cost $73.14 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $890 Shares 12,295 Est. Cost $45.20 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $886 Shares 8,994 Est. Cost $76.95 Unrealized
IGV ISHARES TR 0.5%
Value ($000) $881 Shares 8,800 Est. Cost $135.47 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $870 Shares 13,578 Est. Cost $47.29 Unrealized
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $855 Shares 4,822 Est. Cost $117.03 Unrealized +46.3%
SMLV SPDR SER TR 0.5%
Value ($000) $850 Shares 6,663 Est. Cost $87.93 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $841 Shares 2,048 Est. Cost $141.72 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $840 Shares 12,782 Est. Cost $69.68 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $834 Shares 6,064 Est. Cost $134.46 Unrealized
ONEQ FIDELITY COMWLTH TR 0.4%
Value ($000) $818 Shares 10,750 Est. Cost $80.42 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $808 Shares 12,971 Est. Cost $86.39 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $808 Shares 21,580 Est. Cost $41.91 Unrealized
CSB VICTORY PORTFOLIOS II 0.4%
Value ($000) $805 Shares 13,545 Est. Cost $56.88 Unrealized
ARKW ARK ETF TR 0.4%
Value ($000) $791 Shares 7,323 Est. Cost $57.25 Unrealized
BBH VANECK ETF TRUST 0.4%
Value ($000) $784 Shares 4,993 Est. Cost $123.97 Unrealized
WELL WELLTOWER INC 0.4%
Value ($000) $774 Shares 6,138 Est. Cost $43.93 Unrealized +192.9%
GGME INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $745 Shares 14,521 Est. Cost $31.56 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $744 Shares 7,014 Est. Cost $116.31 Unrealized
SOXX ISHARES TR 0.4%
Value ($000) $742 Shares 3,443 Est. Cost $222.72 Unrealized
MDYV SPDR SER TR 0.4%
Value ($000) $731 Shares 9,119 Est. Cost $70.18 Unrealized
EZM WISDOMTREE TR 0.4%
Value ($000) $700 Shares 11,200 Est. Cost $39.01 Unrealized
ISCV ISHARES TR 0.4%
Value ($000) $666 Shares 10,499 Est. Cost $88.43 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $660 Shares 3,372 Est. Cost $103.58 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $657 Shares 3,917 Est. Cost $75.27 Unrealized +120.2%
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 0.4%
Value ($000) $653 Shares 5,202 Est. Cost $101.20 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $648 Shares 5,822 Est. Cost $133.68 Unrealized -22.6%
ILCB ISHARES TR 0.4%
Value ($000) $643 Shares 7,920 Est. Cost $86.74 Unrealized
QDF FLEXSHARES TR 0.3%
Value ($000) $642 Shares 9,100 Est. Cost $44.42 Unrealized
IMCV ISHARES TR 0.3%
Value ($000) $642 Shares 8,640 Est. Cost $88.64 Unrealized
IBB ISHARES TR 0.3%
Value ($000) $634 Shares 4,792 Est. Cost $109.41 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $615 Shares 8,220 Est. Cost $39.33 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $601 Shares 23,240 Est. Cost $42.66 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $600 Shares 12,115 Est. Cost $74.55 Unrealized
RFG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $591 Shares 12,205 Est. Cost $65.54 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $589 Shares 2,104 Est. Cost $167.74 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $575 Shares 12,804 Est. Cost $36.90 Unrealized
IJK ISHARES TR 0.3%
Value ($000) $571 Shares 6,280 Est. Cost $114.61 Unrealized
EVX VANECK ETF TRUST 0.3%
Value ($000) $571 Shares 3,330 Est. Cost $88.94 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.3%
Value ($000) $568 Shares 11,488 Est. Cost $42.06 Unrealized
VHT VANGUARD WORLD FD 0.3%
Value ($000) $562 Shares 2,215 Est. Cost $166.87 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $560 Shares 3,865 Est. Cost $139.11 Unrealized +4.6%
FDM FIRST TR DOW JONES SELECT MI 0.3%
Value ($000) $559 Shares 8,205 Est. Cost $45.34 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $550 Shares 12,505 Est. Cost $32.80 Unrealized +30.6%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $545 Shares 2,064 Est. Cost $190.18 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $541 Shares 4,652 Est. Cost $126.22 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $540 Shares 2,838 Est. Cost $117.71 Unrealized +49.2%
MGC VANGUARD WORLD FD 0.3%
Value ($000) $540 Shares 2,541 Est. Cost $150.85 Unrealized
IYF ISHARES TR 0.3%
Value ($000) $535 Shares 4,842 Est. Cost $82.11 Unrealized
IGPT INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $528 Shares 11,670 Est. Cost $58.48 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $518 Shares 884 Est. Cost $412.01 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $513 Shares 576 Est. Cost $28.05 Unrealized +193.4%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $506 Shares 552 Est. Cost $425.96 Unrealized +116.6%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $504 Shares 2,246 Est. Cost $146.73 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $487 Shares 4,641 Est. Cost $69.71 Unrealized
NUSC NUSHARES ETF TR 0.3%
Value ($000) $483 Shares 11,536 Est. Cost $41.55 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $469 Shares 4,179 Est. Cost $85.13 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $461 Shares 7,013 Est. Cost $56.13 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $459 Shares 6,679 Est. Cost $55.63 Unrealized
UDR UDR INC 0.2%
Value ($000) $453 Shares 10,436 Est. Cost $35.59 Unrealized +18.8%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $450 Shares 5,725 Est. Cost $54.37 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $440 Shares 6,733 Est. Cost $64.43 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $434 Shares 4,170 Est. Cost $70.15 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $419 Shares 6,293 Est. Cost $58.32 Unrealized
RACE FERRARI N V 0.2%
Value ($000) $411 Shares 968 Est. Cost $338.89 Unrealized +33.1%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $403 Shares 1,590 Est. Cost $173.22 Unrealized
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $400 Shares 17,640 Est. Cost $36.57 Unrealized
IYK ISHARES TR 0.2%
Value ($000) $400 Shares 6,101 Est. Cost $112.28 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $399 Shares 3,670 Est. Cost $109.88 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $395 Shares 5,636 Est. Cost $51.15 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $387 Shares 4,246 Est. Cost $90.23 Unrealized +4.1%
IWF ISHARES TR 0.2%
Value ($000) $383 Shares 953 Est. Cost $256.80 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $377 Shares 4,350 Est. Cost $69.76 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $376 Shares 6,922 Est. Cost $43.59 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $372 Shares 957 Est. Cost $291.86 Unrealized +36.1%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $369 Shares 2,105 Est. Cost $105.10 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $360 Shares 6,090 Est. Cost $46.76 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $360 Shares 845 Est. Cost $288.33 Unrealized
V VISA INC 0.2%
Value ($000) $357 Shares 1,131 Est. Cost $157.74 Unrealized +89.1%
DES WISDOMTREE TR 0.2%
Value ($000) $338 Shares 9,830 Est. Cost $26.17 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $331 Shares 3,072 Est. Cost $57.23 Unrealized
RITM RITHM CAPITAL CORP 0.2%
Value ($000) $328 Shares 30,322 Est. Cost $8.77 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $325 Shares 2,700 Est. Cost $81.15 Unrealized +48.6%
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $317 Shares 6,349 Est. Cost $43.65 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $315 Shares 3,219 Est. Cost $51.08 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $314 Shares 2,392 Est. Cost $92.61 Unrealized
XTL SPDR SER TR 0.2%
Value ($000) $313 Shares 2,920 Est. Cost $69.74 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $312 Shares 1,076 Est. Cost $221.25 Unrealized +31.2%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $312 Shares 3,641 Est. Cost $85.66 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $312 Shares 674 Est. Cost $295.69 Unrealized +58.4%
USMV ISHARES TR 0.2%
Value ($000) $298 Shares 3,358 Est. Cost $61.53 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $297 Shares 1,606 Est. Cost $172.14 Unrealized
SOXQ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $285 Shares 7,257 Est. Cost $39.22 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $281 Shares 2,214 Est. Cost $141.87 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $277 Shares 6,725 Est. Cost $52.85 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $269 Shares 5,560 Est. Cost $41.08 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.1%
Value ($000) $257 Shares 3,110 Est. Cost $54.68 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $254 Shares 2,485 Est. Cost $61.60 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $252 Shares 753 Est. Cost $253.82 Unrealized +24.8%
VFMO VANGUARD WELLINGTON FD 0.1%
Value ($000) $250 Shares 1,523 Est. Cost $161.37 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $242 Shares 1,060 Est. Cost $113.06 Unrealized +103.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $240 Shares 1,985 Est. Cost $170.10 Unrealized -15.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $239 Shares 510 Est. Cost $390.63 Unrealized +26.2%
ARKK ARK ETF TR 0.1%
Value ($000) $238 Shares 4,199 Est. Cost $81.38 Unrealized
CSM PROSHARES TR 0.1%
Value ($000) $234 Shares 3,540 Est. Cost $54.77 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $234 Shares 1,403 Est. Cost $122.30 Unrealized +43.8%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $232 Shares 860 Est. Cost $240.03 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $230 Shares 767 Est. Cost $308.39 Unrealized +2.5%
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $226 Shares 2,740 Est. Cost $72.13 Unrealized
PSR INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $226 Shares 2,500 Est. Cost $99.94 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $225 Shares 2,540 Est. Cost $67.45 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $221 Shares 3,290 Est. Cost $63.54 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $219 Shares 5,800 Est. Cost $38.48 Unrealized
NKE NIKE INC 0.1%
Value ($000) $218 Shares 2,880 Est. Cost $95.29 Unrealized -19.7%
IXJ ISHARES TR 0.1%
Value ($000) $217 Shares 2,526 Est. Cost $85.48 Unrealized
BMI BADGER METER INC 0.1%
Value ($000) $216 Shares 1,020 Est. Cost $198.39 Unrealized +8.8%
IWY ISHARES TR 0.1%
Value ($000) $212 Shares 902 Est. Cost $235.27 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $211 Shares 1,700 Est. Cost $119.02 Unrealized 0.0%
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $205 Shares 4,345 Est. Cost $48.61 Unrealized
ARKG ARK ETF TR 0.1%
Value ($000) $203 Shares 8,615 Est. Cost $53.66 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $202 Shares 2,671 Est. Cost $80.78 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $202 Shares 1,136 Est. Cost $178.69 Unrealized -0.7%
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $200 Shares 6,830 Est. Cost $47.10 Unrealized
TTEC TTEC HLDGS INC 0.0%
Value ($000) $72 Shares 14,500 Est. Cost $5.23 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $52 Shares 13,149 Est. Cost $18.58 Unrealized
MODD MODULAR MED INC 0.0%
Value ($000) $29 Shares 21,250 Est. Cost $1.52 Unrealized +27.2%