MILESTONE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001964722 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 9, 2025

Total Value ($000): $469,835 (100.0% shares, 0.0% debt)

Holdings (210)

LQDH ISHARES U S ETF TR 8.1%
Value ($000) $38,093 Shares 412,838 Est. Cost $92.31 Unrealized
FLTR VANECK ETF TRUST 6.8%
Value ($000) $31,771 Shares 1,243,495 Est. Cost $25.54 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 6.4%
Value ($000) $30,085 Shares 1,013,320 Est. Cost $27.57 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 6.3%
Value ($000) $29,796 Shares 1,292,652 Est. Cost $23.05 Unrealized
FLRN SPDR SER TR 5.5%
Value ($000) $25,889 Shares 839,993 Est. Cost $30.81 Unrealized
PULS PGIM ETF TR 2.5%
Value ($000) $11,747 Shares 236,211 Est. Cost $49.71 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $11,194 Shares 20,010 Est. Cost $400.63 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 1.7%
Value ($000) $7,772 Shares 311,483 Est. Cost $24.36 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $7,616 Shares 34,287 Est. Cost $196.19 Unrealized +17.6%
GLD SPDR GOLD TR 1.5%
Value ($000) $7,256 Shares 25,183 Est. Cost $252.45 Unrealized
JNK SPDR SER TR 1.5%
Value ($000) $6,940 Shares 72,820 Est. Cost $95.17 Unrealized
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $6,761 Shares 60,343 Est. Cost $90.89 Unrealized +10.6%
INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $6,083 Shares 294,148 Est. Cost $20.65 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $5,878 Shares 54,236 Est. Cost $108.77 Unrealized +16.5%
GMAY FIRST TR EXCHNG TRADED FD VI 1.1%
Value ($000) $5,204 Shares 143,543 Est. Cost $34.79 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $5,137 Shares 89,899 Est. Cost $57.64 Unrealized
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $4,985 Shares 31,405 Est. Cost $136.99 Unrealized 0.0%
GAUG FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,825 Shares 138,859 Est. Cost $34.11 Unrealized
WMT WALMART INC 1.0%
Value ($000) $4,799 Shares 54,659 Est. Cost $84.18 Unrealized +10.4%
JEPQ J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $4,667 Shares 90,134 Est. Cost $54.58 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $4,607 Shares 18,779 Est. Cost $218.02 Unrealized +15.1%
MSTB ETF SER SOLUTIONS 1.0%
Value ($000) $4,590 Shares 142,047 Est. Cost $25.76 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,585 Shares 124,706 Est. Cost $34.74 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,506 Shares 131,402 Est. Cost $33.21 Unrealized
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $4,258 Shares 15,826 Est. Cost $220.59 Unrealized +32.6%
KNG FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $4,010 Shares 79,382 Est. Cost $53.39 Unrealized
HYS PIMCO ETF TR 0.8%
Value ($000) $3,989 Shares 42,589 Est. Cost $93.57 Unrealized
BOND PIMCO ETF TR 0.8%
Value ($000) $3,921 Shares 42,406 Est. Cost $91.62 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $3,588 Shares 9,557 Est. Cost $377.56 Unrealized +7.3%
BALT INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,500 Shares 111,530 Est. Cost $29.09 Unrealized
SCHG SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,477 Shares 138,839 Est. Cost $25.04 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $3,294 Shares 54,006 Est. Cost $54.04 Unrealized +2.7%
MINT PIMCO ETF TR 0.7%
Value ($000) $3,263 Shares 32,428 Est. Cost $100.41 Unrealized
MMM 3M CO 0.7%
Value ($000) $3,208 Shares 21,844 Est. Cost $144.58 Unrealized 0.0%
DIS DISNEY WALT CO 0.7%
Value ($000) $3,058 Shares 30,983 Est. Cost $94.79 Unrealized +12.1%
SHV ISHARES TR 0.6%
Value ($000) $3,045 Shares 27,568 Est. Cost $110.52 Unrealized
UDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $3,037 Shares 88,554 Est. Cost $28.15 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $2,933 Shares 5,351 Est. Cost $528.73 Unrealized +2.5%
SSO PROSHARES TR 0.6%
Value ($000) $2,922 Shares 35,294 Est. Cost $51.49 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $2,759 Shares 46,231 Est. Cost $59.68 Unrealized
QQQ INVESCO QQQ TR 0.6%
Value ($000) $2,757 Shares 5,880 Est. Cost $440.54 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $2,601 Shares 30,819 Est. Cost $22.61 Unrealized +288.4%
TSLA TESLA INC 0.5%
Value ($000) $2,577 Shares 9,945 Est. Cost $253.76 Unrealized +31.3%
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,525 Shares 32,023 Est. Cost $78.85 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $2,505 Shares 8,199 Est. Cost $295.41 Unrealized 0.0%
IAU ISHARES GOLD TR 0.5%
Value ($000) $2,402 Shares 40,745 Est. Cost $58.96 Unrealized
PDEC INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,297 Shares 61,079 Est. Cost $30.86 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,273 Shares 13,584 Est. Cost $140.62 Unrealized +7.0%
BUFF INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,174 Shares 49,317 Est. Cost $40.55 Unrealized
SFLR INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,146 Shares 68,366 Est. Cost $26.06 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $2,026 Shares 3,515 Est. Cost $436.39 Unrealized +47.4%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,954 Shares 39,222 Est. Cost $47.84 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $1,897 Shares 5,380 Est. Cost $345.68 Unrealized +10.2%
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $1,862 Shares 14,079 Est. Cost $95.02 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.4%
Value ($000) $1,835 Shares 117,867 Est. Cost $15.57 Unrealized
TRV TRAVELERS COMPANIES INC 0.4%
Value ($000) $1,750 Shares 6,617 Est. Cost $218.46 Unrealized +12.3%
V VISA INC 0.4%
Value ($000) $1,738 Shares 4,960 Est. Cost $264.16 Unrealized +27.3%
ABBV ABBVIE INC 0.4%
Value ($000) $1,734 Shares 8,273 Est. Cost $161.85 Unrealized +17.0%
ANGL VANECK ETF TRUST 0.4%
Value ($000) $1,719 Shares 59,566 Est. Cost $28.86 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,718 Shares 3,845 Est. Cost $427.66 Unrealized +4.8%
FALN ISHARES TR 0.4%
Value ($000) $1,715 Shares 64,009 Est. Cost $26.79 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,679 Shares 1,775 Est. Cost $846.06 Unrealized +14.7%
PYLD PIMCO ETF TR 0.3%
Value ($000) $1,639 Shares 62,215 Est. Cost $26.03 Unrealized
NKE NIKE INC 0.3%
Value ($000) $1,625 Shares 25,590 Est. Cost $76.18 Unrealized -5.4%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,608 Shares 15,654 Est. Cost $139.68 Unrealized -20.4%
CORP PIMCO ETF TR 0.3%
Value ($000) $1,605 Shares 16,586 Est. Cost $95.29 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,597 Shares 2 Est. Cost $589046.25 Unrealized +23.8%
AOM ISHARES TR 0.3%
Value ($000) $1,503 Shares 34,243 Est. Cost $41.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,469 Shares 2,759 Est. Cost $384.41 Unrealized +26.5%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $1,412 Shares 49,500 Est. Cost $25.51 Unrealized +4.7%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $1,392 Shares 17,970 Est. Cost $102.84 Unrealized -1.4%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,389 Shares 9,511 Est. Cost $146.03 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,368 Shares 16,754 Est. Cost $81.67 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,349 Shares 53,246 Est. Cost $24.93 Unrealized -0.9%
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,320 Shares 32,164 Est. Cost $41.04 Unrealized
IYR ISHARES TR 0.3%
Value ($000) $1,290 Shares 13,470 Est. Cost $93.83 Unrealized
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,279 Shares 14,880 Est. Cost $86.50 Unrealized
SGOL ETFS GOLD TR 0.3%
Value ($000) $1,265 Shares 42,405 Est. Cost $25.70 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,194 Shares 5,985 Est. Cost $209.04 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $1,174 Shares 34,393 Est. Cost $30.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,143 Shares 4,596 Est. Cost $186.94 Unrealized +28.1%
UUP INVESCO DB US DLR INDEX TR 0.2%
Value ($000) $1,141 Shares 39,970 Est. Cost $28.54 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,123 Shares 4,852 Est. Cost $193.97 Unrealized +12.6%
BIL SPDR SER TR 0.2%
Value ($000) $1,095 Shares 11,932 Est. Cost $91.72 Unrealized
PIMCO STRATEGIC INCOME FD 0.2%
Value ($000) $1,035 Shares 165,583 Est. Cost $6.30 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $1,015 Shares 6,891 Est. Cost $147.98 Unrealized 0.0%
ITOT ISHARES TR 0.2%
Value ($000) $1,011 Shares 8,286 Est. Cost $89.28 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,006 Shares 8,462 Est. Cost $99.48 Unrealized +7.8%
DEO DIAGEO PLC 0.2%
Value ($000) $999 Shares 9,534 Est. Cost $127.01 Unrealized
CTRE CARETRUST REIT INC 0.2%
Value ($000) $996 Shares 34,860 Est. Cost $25.73 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $984 Shares 26,129 Est. Cost $36.21 Unrealized
UAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $974 Shares 28,125 Est. Cost $28.65 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $962 Shares 13,233 Est. Cost $74.98 Unrealized +4.2%
CLOI VANECK ETF TRUST 0.2%
Value ($000) $961 Shares 18,178 Est. Cost $52.91 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $935 Shares 3,002 Est. Cost $278.32 Unrealized +3.2%
IONQ IONQ INC 0.2%
Value ($000) $934 Shares 42,333 Est. Cost $16.80 Unrealized +92.9%
AOR ISHARES TR 0.2%
Value ($000) $926 Shares 16,079 Est. Cost $54.71 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $888 Shares 1,115 Est. Cost $198.98 Unrealized -3.1%
BB BLACKBERRY LTD 0.2%
Value ($000) $862 Shares 228,658 Est. Cost $3.33 Unrealized +36.7%
SMH VANECK ETF TRUST 0.2%
Value ($000) $817 Shares 3,863 Est. Cost $239.55 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $814 Shares 4,279 Est. Cost $144.51 Unrealized +50.2%
BDGS EA SERIES TRUST 0.2%
Value ($000) $804 Shares 25,839 Est. Cost $27.47 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $802 Shares 17,691 Est. Cost $38.75 Unrealized +2.1%
XBIL RBB FD INC 0.2%
Value ($000) $796 Shares 15,868 Est. Cost $50.07 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.2%
Value ($000) $777 Shares 5,912 Est. Cost $120.97 Unrealized 0.0%
AVGO BROADCOM INC 0.2%
Value ($000) $774 Shares 4,625 Est. Cost $158.49 Unrealized +32.4%
LLY ELI LILLY & CO 0.2%
Value ($000) $773 Shares 935 Est. Cost $537.04 Unrealized +53.9%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $768 Shares 3,889 Est. Cost $210.35 Unrealized
MSTR MICROSTRATEGY INC 0.2%
Value ($000) $767 Shares 2,662 Est. Cost $317.51 Unrealized 0.0%
SPYI NEOS ETF TRUST 0.2%
Value ($000) $741 Shares 15,465 Est. Cost $49.87 Unrealized
ICVT ISHARES TR 0.2%
Value ($000) $730 Shares 8,736 Est. Cost $80.37 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $674 Shares 6,984 Est. Cost $96.71 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $671 Shares 3,886 Est. Cost $157.01 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $659 Shares 4,291 Est. Cost $167.76 Unrealized -4.8%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $655 Shares 11,586 Est. Cost $49.46 Unrealized +20.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $649 Shares 2,199 Est. Cost $261.08 Unrealized +15.1%
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $646 Shares 27,231 Est. Cost $24.24 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $639 Shares 6,841 Est. Cost $92.17 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $633 Shares 4,094 Est. Cost $126.85 Unrealized +42.5%
VPC ETFIS SER TR I 0.1%
Value ($000) $633 Shares 30,103 Est. Cost $22.03 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $616 Shares 4,650 Est. Cost $101.91 Unrealized +22.4%
ENFR ALPS ETF TR 0.1%
Value ($000) $611 Shares 18,648 Est. Cost $31.37 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $604 Shares 3,944 Est. Cost $124.07 Unrealized
PAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $600 Shares 15,876 Est. Cost $31.03 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $598 Shares 1,612 Est. Cost $339.81 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $588 Shares 2,939 Est. Cost $154.04 Unrealized +27.1%
AVGO BROADCOM INC 0.1%
Value ($000) $586 Shares 3,500 Est. Cost $158.49 Unrealized +32.4%
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $580 Shares 13,859 Est. Cost $33.16 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $571 Shares 1,015 Est. Cost $404.29 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $566 Shares 5,165 Est. Cost $118.79 Unrealized 0.0%
HPQ HP INC 0.1%
Value ($000) $554 Shares 20,018 Est. Cost $33.52 Unrealized -9.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $544 Shares 118 Est. Cost $3693.04 Unrealized +28.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $536 Shares 3,229 Est. Cost $143.21 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $535 Shares 3,687 Est. Cost $192.49 Unrealized -13.4%
CRM SALESFORCE INC 0.1%
Value ($000) $524 Shares 1,952 Est. Cost $278.04 Unrealized +11.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $517 Shares 2,875 Est. Cost $172.41 Unrealized +5.7%
USMV ISHARES TR 0.1%
Value ($000) $516 Shares 5,508 Est. Cost $73.03 Unrealized
MAGS LISTED FD TR 0.1%
Value ($000) $491 Shares 10,713 Est. Cost $53.10 Unrealized
BIZD VANECK ETF TRUST 0.1%
Value ($000) $491 Shares 29,300 Est. Cost $16.83 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $488 Shares 1,122 Est. Cost $443.24 Unrealized -11.0%
QYLD GLOBAL X FDS 0.1%
Value ($000) $488 Shares 29,320 Est. Cost $16.92 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $486 Shares 4,394 Est. Cost $85.13 Unrealized +11.9%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $482 Shares 6,157 Est. Cost $66.15 Unrealized +17.4%
GRAB GRAB HOLDINGS LIMITED 0.1%
Value ($000) $481 Shares 106,224 Est. Cost $4.58 Unrealized +1.8%
GLW CORNING INC 0.1%
Value ($000) $475 Shares 10,367 Est. Cost $48.55 Unrealized 0.0%
UMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $470 Shares 14,030 Est. Cost $27.95 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $467 Shares 2,272 Est. Cost $192.75 Unrealized +2.6%
AGG ISHARES TR 0.1%
Value ($000) $465 Shares 4,700 Est. Cost $98.93 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $460 Shares 12,858 Est. Cost $29.85 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $452 Shares 1,369 Est. Cost $351.33 Unrealized +0.2%
ZM ZOOM COMMUNICATIONS INC 0.1%
Value ($000) $450 Shares 6,103 Est. Cost $79.69 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $448 Shares 800 Est. Cost $400.63 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $443 Shares 9,457 Est. Cost $46.81 Unrealized
PHYL PGIM ETF TR 0.1%
Value ($000) $434 Shares 12,456 Est. Cost $35.78 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $430 Shares 2,751 Est. Cost $169.27 Unrealized +7.8%
IJR ISHARES TR 0.1%
Value ($000) $419 Shares 4,009 Est. Cost $115.70 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $413 Shares 2,495 Est. Cost $204.74 Unrealized -11.8%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $408 Shares 3,025 Est. Cost $103.91 Unrealized +33.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $406 Shares 4,139 Est. Cost $85.86 Unrealized +17.6%
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $406 Shares 13,589 Est. Cost $26.25 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $400 Shares 1,756 Est. Cost $158.79 Unrealized +33.4%
TIPZ PIMCO ETF TR 0.1%
Value ($000) $400 Shares 7,414 Est. Cost $52.59 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $398 Shares 2,296 Est. Cost $172.83 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $397 Shares 25,743 Est. Cost $18.92 Unrealized +2.6%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $395 Shares 681 Est. Cost $705.36 Unrealized -11.4%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $393 Shares 1,903 Est. Cost $225.99 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $385 Shares 390 Est. Cost $1005.84 Unrealized +2.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $384 Shares 2,313 Est. Cost $149.59 Unrealized +1.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $378 Shares 3,107 Est. Cost $95.35 Unrealized +26.0%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $375 Shares 10,527 Est. Cost $30.90 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $365 Shares 683 Est. Cost $550.04 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $363 Shares 8,898 Est. Cost $45.31 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $363 Shares 692 Est. Cost $489.93 Unrealized +1.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $361 Shares 2,118 Est. Cost $165.73 Unrealized -1.1%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $357 Shares 2,026 Est. Cost $230.04 Unrealized -15.7%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $354 Shares 1,486 Est. Cost $198.43 Unrealized +35.8%
XYLD GLOBAL X FDS 0.1%
Value ($000) $353 Shares 8,943 Est. Cost $39.91 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $349 Shares 3,142 Est. Cost $125.58 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $323 Shares 6,383 Est. Cost $50.66 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $319 Shares 6,299 Est. Cost $50.71 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $319 Shares 11,403 Est. Cost $27.32 Unrealized
COR CENCORA INC 0.1%
Value ($000) $317 Shares 1,139 Est. Cost $232.15 Unrealized +7.5%
SPYM SPDR SER TR 0.1%
Value ($000) $315 Shares 4,785 Est. Cost $65.76 Unrealized
EXEL EXELIXIS INC 0.1%
Value ($000) $313 Shares 8,476 Est. Cost $24.12 Unrealized +47.7%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $312 Shares 6,829 Est. Cost $45.24 Unrealized
CRBU CARIBOU BIOSCIENCES INC 0.1%
Value ($000) $300 Shares 329,090 Est. Cost $2.17 Unrealized -40.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $300 Shares 1,545 Est. Cost $194.01 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $293 Shares 435 Est. Cost $615.89 Unrealized 0.0%
KMX CARMAX INC 0.1%
Value ($000) $291 Shares 3,735 Est. Cost $72.94 Unrealized +9.9%
COWZ PACER FDS TR 0.1%
Value ($000) $282 Shares 5,145 Est. Cost $56.48 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $273 Shares 5,291 Est. Cost $52.45 Unrealized
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $270 Shares 10,272 Est. Cost $24.90 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $260 Shares 3,396 Est. Cost $76.50 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $257 Shares 1,686 Est. Cost $149.11 Unrealized 0.0%
UMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $257 Shares 7,231 Est. Cost $28.72 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $256 Shares 698 Est. Cost $329.03 Unrealized +15.7%
BJ BJS WHSL CLUB HLDGS INC 0.1%
Value ($000) $251 Shares 2,201 Est. Cost $90.40 Unrealized +13.9%
NOBL PROSHARES TR 0.1%
Value ($000) $242 Shares 2,372 Est. Cost $102.22 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $234 Shares 610 Est. Cost $493.93 Unrealized -13.2%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $229 Shares 7,063 Est. Cost $26.65 Unrealized
ABRDN HEALTHCARE INVESTORS 0.0%
Value ($000) $223 Shares 13,746 Est. Cost $16.50 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $222 Shares 727 Est. Cost $311.89 Unrealized +11.6%
UNP UNION PAC CORP 0.0%
Value ($000) $218 Shares 923 Est. Cost $230.22 Unrealized +2.3%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $218 Shares 4,340 Est. Cost $50.57 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $211 Shares 684 Est. Cost $348.54 Unrealized -1.7%
FISV FISERV INC 0.0%
Value ($000) $210 Shares 952 Est. Cost $218.93 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $209 Shares 635 Est. Cost $302.06 Unrealized 0.0%
PEN PENUMBRA INC 0.0%
Value ($000) $209 Shares 781 Est. Cost $270.50 Unrealized 0.0%
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $208 Shares 5,816 Est. Cost $34.16 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $201 Shares 4,216 Est. Cost $39.75 Unrealized