NWAM LLC Diversified Active

CIK: 0001655006 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 5, 2025

Total Value ($000): $1,162,715 (100.0% shares, 0.0% debt)

Holdings (504)

MSFT MICROSOFT CORP 8.1%
Value ($000) $93,636 Shares 249,435 Est. Cost $423.10 Unrealized -4.3%
AAPL APPLE INC 5.2%
Value ($000) $60,775 Shares 273,603 Est. Cost $110.55 Unrealized +108.7%
VUG VANGUARD INDEX FDS 3.0%
Value ($000) $34,555 Shares 93,186 Est. Cost $383.93 Unrealized
AMZN AMAZON COM INC 2.7%
Value ($000) $31,858 Shares 167,443 Est. Cost $137.00 Unrealized +58.4%
VTV VANGUARD INDEX FDS 2.7%
Value ($000) $31,277 Shares 181,064 Est. Cost $174.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $29,437 Shares 55,272 Est. Cost $267.80 Unrealized +81.5%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $27,874 Shares 257,191 Est. Cost $118.17 Unrealized +7.2%
IWF ISHARES TR 1.9%
Value ($000) $22,492 Shares 62,288 Est. Cost $375.38 Unrealized
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $20,567 Shares 21,746 Est. Cost $861.91 Unrealized +12.6%
ITOT ISHARES TR 1.6%
Value ($000) $19,157 Shares 157,009 Est. Cost $125.44 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value ($000) $19,018 Shares 40,557 Est. Cost $488.07 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $16,110 Shares 28,670 Est. Cost $576.82 Unrealized
AVGO BROADCOM INC 1.4%
Value ($000) $15,901 Shares 94,969 Est. Cost $153.90 Unrealized +36.3%
BSV VANGUARD BD INDEX FDS 1.1%
Value ($000) $12,303 Shares 157,161 Est. Cost $78.67 Unrealized
GLD SPDR GOLD TR 1.0%
Value ($000) $11,860 Shares 41,159 Est. Cost $243.06 Unrealized
AGG ISHARES TR 1.0%
Value ($000) $11,266 Shares 113,893 Est. Cost $101.05 Unrealized
AVUV AMERICAN CENTY ETF TR 0.8%
Value ($000) $9,525 Shares 109,271 Est. Cost $95.97 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value ($000) $8,682 Shares 173,162 Est. Cost $50.57 Unrealized
AVXL ANAVEX LIFE SCIENCES CORP 0.7%
Value ($000) $8,583 Shares 1,000,351 Est. Cost $6.09 Unrealized +55.1%
IWD ISHARES TR 0.7%
Value ($000) $8,451 Shares 44,911 Est. Cost $189.66 Unrealized
BA BOEING CO 0.7%
Value ($000) $8,238 Shares 48,303 Est. Cost $171.90 Unrealized +0.7%
GDX VANECK ETF TRUST 0.7%
Value ($000) $8,175 Shares 177,824 Est. Cost $40.99 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.7%
Value ($000) $7,617 Shares 212,693 Est. Cost $37.23 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.6%
Value ($000) $7,523 Shares 228,040 Est. Cost $34.29 Unrealized
VV VANGUARD INDEX FDS 0.6%
Value ($000) $7,316 Shares 28,464 Est. Cost $263.29 Unrealized
BIV VANGUARD BD INDEX FDS 0.6%
Value ($000) $7,289 Shares 95,193 Est. Cost $76.76 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $7,276 Shares 124,702 Est. Cost $62.32 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $7,047 Shares 95,941 Est. Cost $75.04 Unrealized
GDXJ VANECK ETF TRUST 0.6%
Value ($000) $6,787 Shares 118,661 Est. Cost $49.43 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $6,546 Shares 23,819 Est. Cost $283.16 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $6,259 Shares 63,808 Est. Cost $82.83 Unrealized +21.9%
IEFA ISHARES TR 0.5%
Value ($000) $6,087 Shares 80,462 Est. Cost $77.35 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.5%
Value ($000) $6,065 Shares 124,232 Est. Cost $50.19 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $5,949 Shares 56,886 Est. Cost $116.96 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $5,920 Shares 6,348 Est. Cost $67.50 Unrealized +40.9%
BOXX EA SERIES TRUST 0.5%
Value ($000) $5,713 Shares 51,245 Est. Cost $110.03 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $5,703 Shares 22,051 Est. Cost $263.84 Unrealized
AVIV AMERICAN CENTY ETF TR 0.5%
Value ($000) $5,632 Shares 99,371 Est. Cost $56.17 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,617 Shares 112,759 Est. Cost $45.73 Unrealized
SLYV SPDR SER TR 0.5%
Value ($000) $5,470 Shares 69,767 Est. Cost $86.83 Unrealized
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $5,183 Shares 104,449 Est. Cost $50.76 Unrealized
USFR WISDOMTREE TR 0.4%
Value ($000) $5,119 Shares 101,703 Est. Cost $50.25 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $5,079 Shares 120,299 Est. Cost $41.15 Unrealized +7.4%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $5,075 Shares 29,782 Est. Cost $164.23 Unrealized -0.2%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $5,074 Shares 181,462 Est. Cost $45.48 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $5,064 Shares 23,915 Est. Cost $195.63 Unrealized +1.4%
AIRR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $4,995 Shares 73,233 Est. Cost $74.78 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $4,945 Shares 9,623 Est. Cost $527.84 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $4,923 Shares 20,070 Est. Cost $205.25 Unrealized +22.2%
SDY SPDR SER TR 0.4%
Value ($000) $4,887 Shares 36,017 Est. Cost $142.04 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,791 Shares 6 Est. Cost $729330.75 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value ($000) $4,709 Shares 18,171 Est. Cost $226.09 Unrealized +47.4%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $4,702 Shares 25,241 Est. Cost $200.32 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $4,643 Shares 46,739 Est. Cost $98.08 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $4,495 Shares 14,427 Est. Cost $205.59 Unrealized +39.7%
IXUS ISHARES TR 0.4%
Value ($000) $4,449 Shares 63,727 Est. Cost $72.48 Unrealized
PCAR PACCAR INC 0.4%
Value ($000) $4,404 Shares 45,227 Est. Cost $44.47 Unrealized +131.5%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $4,288 Shares 8,657 Est. Cost $264.47 Unrealized +109.1%
SAN BANCO SANTANDER S.A. 0.4%
Value ($000) $4,280 Shares 638,747 Est. Cost $6.70 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $4,270 Shares 20,378 Est. Cost $135.85 Unrealized +39.4%
COMT ISHARES U S ETF TR 0.4%
Value ($000) $4,194 Shares 158,429 Est. Cost $25.85 Unrealized
AEM AGNICO EAGLE MINES LTD 0.4%
Value ($000) $4,191 Shares 38,663 Est. Cost $92.94 Unrealized +1.7%
NOW SERVICENOW INC 0.4%
Value ($000) $4,179 Shares 5,249 Est. Cost $113.20 Unrealized +70.3%
INSM INSMED INC 0.4%
Value ($000) $4,104 Shares 53,789 Est. Cost $73.49 Unrealized +4.1%
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $4,080 Shares 80,264 Est. Cost $52.71 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $4,023 Shares 79,459 Est. Cost $50.44 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $4,021 Shares 74,513 Est. Cost $56.06 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $4,005 Shares 9,538 Est. Cost $423.16 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,927 Shares 23,677 Est. Cost $152.66 Unrealized -0.1%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $3,850 Shares 16,637 Est. Cost $185.75 Unrealized +21.2%
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $3,753 Shares 15,340 Est. Cost $243.47 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $3,725 Shares 16,797 Est. Cost $237.21 Unrealized
IMCG ISHARES TR 0.3%
Value ($000) $3,715 Shares 52,014 Est. Cost $72.97 Unrealized
SHOP SHOPIFY INC 0.3%
Value ($000) $3,535 Shares 37,023 Est. Cost $108.97 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,518 Shares 24,093 Est. Cost $153.54 Unrealized
MELI MERCADOLIBRE INC 0.3%
Value ($000) $3,472 Shares 1,780 Est. Cost $1433.71 Unrealized +38.4%
SPTS SPDR SER TR 0.3%
Value ($000) $3,400 Shares 116,290 Est. Cost $29.11 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $3,391 Shares 29,806 Est. Cost $120.27 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $3,359 Shares 6,004 Est. Cost $573.75 Unrealized
GLW CORNING INC 0.3%
Value ($000) $3,326 Shares 72,654 Est. Cost $48.55 Unrealized 0.0%
T AT&T INC 0.3%
Value ($000) $3,313 Shares 117,134 Est. Cost $17.53 Unrealized +38.9%
V VISA INC 0.3%
Value ($000) $3,301 Shares 9,420 Est. Cost $215.74 Unrealized +55.9%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $3,289 Shares 19,661 Est. Cost $139.96 Unrealized +7.5%
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,256 Shares 24,838 Est. Cost $134.92 Unrealized
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $3,210 Shares 41,434 Est. Cost $102.84 Unrealized -1.4%
ABT ABBOTT LABS 0.3%
Value ($000) $3,131 Shares 23,602 Est. Cost $107.94 Unrealized +16.3%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value ($000) $3,084 Shares 42,858 Est. Cost $55.53 Unrealized
BLOK AMPLIFY ETF TR 0.3%
Value ($000) $3,066 Shares 83,128 Est. Cost $37.59 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $3,052 Shares 27,471 Est. Cost $109.06 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $2,990 Shares 40,042 Est. Cost $31.92 Unrealized -0.1%
CCJ CAMECO CORP 0.3%
Value ($000) $2,989 Shares 72,610 Est. Cost $44.49 Unrealized +5.6%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,988 Shares 71,598 Est. Cost $38.77 Unrealized +12.5%
GE GE AEROSPACE 0.3%
Value ($000) $2,981 Shares 14,896 Est. Cost $170.43 Unrealized +14.8%
USMV ISHARES TR 0.3%
Value ($000) $2,954 Shares 31,545 Est. Cost $91.37 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $2,916 Shares 15,300 Est. Cost $197.17 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $2,808 Shares 62,973 Est. Cost $44.81 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $2,741 Shares 5,017 Est. Cost $497.02 Unrealized +18.8%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $2,631 Shares 29,058 Est. Cost $97.42 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,602 Shares 44,339 Est. Cost $59.02 Unrealized
VEEV VEEVA SYS INC 0.2%
Value ($000) $2,574 Shares 11,112 Est. Cost $297.62 Unrealized -23.2%
EMB ISHARES TR 0.2%
Value ($000) $2,553 Shares 28,182 Est. Cost $93.45 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2,505 Shares 25,077 Est. Cost $104.28 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $2,479 Shares 29,965 Est. Cost $82.96 Unrealized
DYNF BLACKROCK ETF TRUST 0.2%
Value ($000) $2,438 Shares 50,008 Est. Cost $49.75 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $2,423 Shares 52,574 Est. Cost $47.12 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $2,419 Shares 11,441 Est. Cost $244.92 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $2,398 Shares 33,211 Est. Cost $84.18 Unrealized +26.3%
OEF ISHARES TR 0.2%
Value ($000) $2,387 Shares 8,814 Est. Cost $275.75 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,378 Shares 6,489 Est. Cost $257.41 Unrealized +47.9%
SPYM SPDR SER TR 0.2%
Value ($000) $2,342 Shares 35,614 Est. Cost $68.05 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $2,328 Shares 7,536 Est. Cost $321.94 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,327 Shares 51,421 Est. Cost $47.50 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,323 Shares 100,298 Est. Cost $32.57 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $2,299 Shares 4,742 Est. Cost $252.73 Unrealized +84.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,287 Shares 4,366 Est. Cost $425.52 Unrealized +17.4%
JMEE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,279 Shares 40,711 Est. Cost $60.74 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $2,233 Shares 27,324 Est. Cost $83.63 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,228 Shares 11,543 Est. Cost $200.85 Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,222 Shares 20,600 Est. Cost $115.76 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $2,183 Shares 10,647 Est. Cost $262.43 Unrealized -17.3%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $2,134 Shares 25,283 Est. Cost $21.81 Unrealized +302.6%
DGT SPDR SER TR 0.2%
Value ($000) $2,091 Shares 14,957 Est. Cost $137.86 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,088 Shares 34,429 Est. Cost $63.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $2,060 Shares 10,620 Est. Cost $198.06 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $2,057 Shares 6,737 Est. Cost $191.56 Unrealized +81.7%
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $2,034 Shares 39,273 Est. Cost $55.08 Unrealized
IHI ISHARES TR 0.2%
Value ($000) $2,017 Shares 33,504 Est. Cost $58.91 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,974 Shares 22,482 Est. Cost $54.32 Unrealized +71.1%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,934 Shares 6,329 Est. Cost $185.40 Unrealized +59.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,925 Shares 7,740 Est. Cost $188.97 Unrealized +26.7%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,910 Shares 76,269 Est. Cost $44.28 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,886 Shares 7,983 Est. Cost $234.64 Unrealized +0.4%
FREL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $1,857 Shares 67,617 Est. Cost $29.41 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $1,848 Shares 31,347 Est. Cost $56.54 Unrealized
ARKF ARK ETF TR 0.2%
Value ($000) $1,805 Shares 54,269 Est. Cost $29.82 Unrealized
DISV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,805 Shares 61,979 Est. Cost $28.58 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $1,757 Shares 38,499 Est. Cost $46.74 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $1,742 Shares 17,872 Est. Cost $107.66 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,729 Shares 24,136 Est. Cost $65.65 Unrealized -1.0%
ETN EATON CORP PLC 0.1%
Value ($000) $1,711 Shares 6,293 Est. Cost $302.38 Unrealized +2.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,699 Shares 15,164 Est. Cost $60.02 Unrealized +67.5%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,679 Shares 25,338 Est. Cost $66.91 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,670 Shares 39,665 Est. Cost $42.06 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $1,640 Shares 29,952 Est. Cost $57.33 Unrealized
AGGH SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $1,623 Shares 76,748 Est. Cost $21.71 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,580 Shares 4,792 Est. Cost $243.38 Unrealized +44.6%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $1,566 Shares 42,997 Est. Cost $37.39 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,551 Shares 6,698 Est. Cost $173.03 Unrealized +26.2%
GOOG ALPHABET INC 0.1%
Value ($000) $1,545 Shares 9,888 Est. Cost $114.85 Unrealized +58.9%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1,543 Shares 2,845 Est. Cost $586.57 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,520 Shares 33,505 Est. Cost $36.51 Unrealized +8.4%
ISHARES TR 0.1%
Value ($000) $1,485 Shares 63,880 Est. Cost $23.25 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $1,477 Shares 61,395 Est. Cost $20.38 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1,466 Shares 14,266 Est. Cost $151.94 Unrealized -26.8%
IWP ISHARES TR 0.1%
Value ($000) $1,450 Shares 12,342 Est. Cost $117.29 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $1,450 Shares 5,700 Est. Cost $285.07 Unrealized -2.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1,443 Shares 9,945 Est. Cost $198.07 Unrealized -15.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $1,442 Shares 22,134 Est. Cost $50.93 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,439 Shares 12,103 Est. Cost $110.03 Unrealized -2.6%
SUB ISHARES TR 0.1%
Value ($000) $1,431 Shares 13,555 Est. Cost $106.08 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $1,425 Shares 12,065 Est. Cost $117.61 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,419 Shares 10,567 Est. Cost $135.07 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,416 Shares 15,325 Est. Cost $95.95 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,410 Shares 1,707 Est. Cost $887.74 Unrealized -6.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,405 Shares 16,172 Est. Cost $88.49 Unrealized +8.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $1,390 Shares 2,098 Est. Cost $833.18 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $1,373 Shares 9,097 Est. Cost $166.57 Unrealized
NTRA NATERA INC 0.1%
Value ($000) $1,367 Shares 9,669 Est. Cost $46.88 Unrealized +242.9%
BBUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,365 Shares 13,529 Est. Cost $103.58 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,350 Shares 6,768 Est. Cost $220.89 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $1,336 Shares 25,717 Est. Cost $47.13 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,319 Shares 37,807 Est. Cost $35.24 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $1,308 Shares 27,061 Est. Cost $48.68 Unrealized
HFWA HERITAGE FINL CORP WASH 0.1%
Value ($000) $1,301 Shares 53,474 Est. Cost $21.33 Unrealized +14.4%
MUB ISHARES TR 0.1%
Value ($000) $1,285 Shares 12,190 Est. Cost $108.63 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,248 Shares 20,458 Est. Cost $45.04 Unrealized +23.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,227 Shares 19,875 Est. Cost $40.11 Unrealized +49.8%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,224 Shares 5,509 Est. Cost $211.83 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,219 Shares 8,718 Est. Cost $143.05 Unrealized +12.9%
PFE PFIZER INC 0.1%
Value ($000) $1,214 Shares 47,907 Est. Cost $26.39 Unrealized -6.4%
PULS PGIM ETF TR 0.1%
Value ($000) $1,207 Shares 24,279 Est. Cost $49.73 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $1,204 Shares 19,461 Est. Cost $54.88 Unrealized
HYG ISHARES TR 0.1%
Value ($000) $1,202 Shares 15,234 Est. Cost $80.30 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,200 Shares 18,692 Est. Cost $66.03 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,199 Shares 20,190 Est. Cost $60.27 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $1,188 Shares 24,976 Est. Cost $47.82 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,187 Shares 3,367 Est. Cost $215.90 Unrealized +76.5%
FMHI FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1,184 Shares 24,777 Est. Cost $48.14 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,157 Shares 34,910 Est. Cost $34.06 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $1,154 Shares 7,461 Est. Cost $114.90 Unrealized +57.3%
IGV ISHARES TR 0.1%
Value ($000) $1,141 Shares 12,818 Est. Cost $89.33 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $1,131 Shares 20,531 Est. Cost $60.17 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,130 Shares 10,302 Est. Cost $105.30 Unrealized +12.8%
FUTY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,097 Shares 21,539 Est. Cost $51.66 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,096 Shares 12,213 Est. Cost $58.18 Unrealized +54.9%
IWR ISHARES TR 0.1%
Value ($000) $1,096 Shares 12,878 Est. Cost $88.14 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $1,082 Shares 9,951 Est. Cost $112.04 Unrealized
SPIB SPDR SER TR 0.1%
Value ($000) $1,079 Shares 32,468 Est. Cost $33.62 Unrealized
HYD VANECK ETF TRUST 0.1%
Value ($000) $1,061 Shares 20,729 Est. Cost $52.36 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,055 Shares 9,127 Est. Cost $124.72 Unrealized
VOX VANGUARD WORLD FD 0.1%
Value ($000) $1,051 Shares 7,082 Est. Cost $145.38 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,043 Shares 3,684 Est. Cost $214.15 Unrealized +14.5%
O REALTY INCOME CORP 0.1%
Value ($000) $1,035 Shares 17,833 Est. Cost $47.44 Unrealized +10.8%
STIP ISHARES TR 0.1%
Value ($000) $1,029 Shares 9,944 Est. Cost $101.32 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,013 Shares 16,831 Est. Cost $63.96 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,008 Shares 10,964 Est. Cost $81.63 Unrealized +3.1%
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,003 Shares 36,104 Est. Cost $27.96 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $996 Shares 19,645 Est. Cost $50.88 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $990 Shares 13,623 Est. Cost $76.44 Unrealized +2.2%
EFX EQUIFAX INC 0.1%
Value ($000) $985 Shares 4,046 Est. Cost $163.55 Unrealized +52.6%
EFG ISHARES TR 0.1%
Value ($000) $978 Shares 9,781 Est. Cost $104.22 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $976 Shares 1,539 Est. Cost $656.76 Unrealized +4.2%
SCJ ISHARES INC 0.1%
Value ($000) $973 Shares 12,684 Est. Cost $73.15 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $966 Shares 32,633 Est. Cost $26.21 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $966 Shares 13,257 Est. Cost $53.86 Unrealized +33.8%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $963 Shares 35,823 Est. Cost $36.24 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $934 Shares 25,324 Est. Cost $37.75 Unrealized -7.2%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $934 Shares 3,241 Est. Cost $134.00 Unrealized +136.9%
IGSB ISHARES TR 0.1%
Value ($000) $915 Shares 17,481 Est. Cost $52.66 Unrealized
SGOV ISHARES TR 0.1%
Value ($000) $913 Shares 9,071 Est. Cost $100.63 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $912 Shares 6,494 Est. Cost $151.96 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $908 Shares 15,766 Est. Cost $59.07 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $908 Shares 6,386 Est. Cost $134.14 Unrealized -3.2%
IHDG WISDOMTREE TR 0.1%
Value ($000) $904 Shares 20,825 Est. Cost $44.83 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $903 Shares 47,406 Est. Cost $20.06 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $896 Shares 33,249 Est. Cost $27.62 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $893 Shares 20,559 Est. Cost $41.95 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $890 Shares 2,391 Est. Cost $340.46 Unrealized +10.8%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $879 Shares 5,073 Est. Cost $179.16 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $864 Shares 11,756 Est. Cost $76.52 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $862 Shares 10,555 Est. Cost $80.46 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $859 Shares 27,590 Est. Cost $26.86 Unrealized +12.5%
IBHF ISHARES TR 0.1%
Value ($000) $848 Shares 36,519 Est. Cost $23.39 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $841 Shares 6,404 Est. Cost $104.38 Unrealized +15.9%
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $837 Shares 73,102 Est. Cost $11.35 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $831 Shares 42,026 Est. Cost $29.39 Unrealized
DFGP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $826 Shares 15,455 Est. Cost $54.04 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $823 Shares 13,710 Est. Cost $35.53 Unrealized +43.6%
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $813 Shares 11,549 Est. Cost $75.17 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $805 Shares 13,645 Est. Cost $50.18 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $789 Shares 33,663 Est. Cost $38.73 Unrealized
IBUY AMPLIFY ETF TR 0.1%
Value ($000) $784 Shares 13,033 Est. Cost $61.00 Unrealized
DFSE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $777 Shares 23,067 Est. Cost $35.07 Unrealized
VFQY VANGUARD WELLINGTON FD 0.1%
Value ($000) $770 Shares 5,759 Est. Cost $139.98 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $767 Shares 10,587 Est. Cost $72.47 Unrealized -1.2%
ZTS ZOETIS INC 0.1%
Value ($000) $763 Shares 4,633 Est. Cost $166.46 Unrealized -1.2%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $759 Shares 11,445 Est. Cost $67.27 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $750 Shares 8,126 Est. Cost $95.49 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $749 Shares 15,753 Est. Cost $46.77 Unrealized
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $725 Shares 9,044 Est. Cost $68.96 Unrealized +18.3%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $722 Shares 18,343 Est. Cost $38.08 Unrealized
WCBR WISDOMTREE TR 0.1%
Value ($000) $718 Shares 26,490 Est. Cost $26.20 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $717 Shares 21,002 Est. Cost $29.11 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $713 Shares 10,151 Est. Cost $70.03 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $711 Shares 1,297 Est. Cost $367.47 Unrealized +47.5%
MBB ISHARES TR 0.1%
Value ($000) $709 Shares 7,564 Est. Cost $94.70 Unrealized
WTAI WISDOMTREE TR 0.1%
Value ($000) $702 Shares 36,931 Est. Cost $22.00 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $701 Shares 2,236 Est. Cost $210.60 Unrealized +64.3%
BIL SPDR SER TR 0.1%
Value ($000) $701 Shares 7,638 Est. Cost $91.68 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $699 Shares 26,666 Est. Cost $44.96 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $699 Shares 13,790 Est. Cost $50.60 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $697 Shares 20,350 Est. Cost $34.98 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $682 Shares 58,658 Est. Cost $9.52 Unrealized +51.4%
FMDE FIDELITY COVINGTON TRUST 0.1%
Value ($000) $682 Shares 21,762 Est. Cost $32.16 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $680 Shares 4,285 Est. Cost $79.68 Unrealized +71.9%
DBMF LITMAN GREGORY FDS TR 0.1%
Value ($000) $677 Shares 26,811 Est. Cost $28.08 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $669 Shares 8,187 Est. Cost $83.70 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $668 Shares 29,427 Est. Cost $24.89 Unrealized -12.1%
ICLR ICON PLC 0.1%
Value ($000) $667 Shares 3,810 Est. Cost $315.33 Unrealized -38.5%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $654 Shares 8,281 Est. Cost $79.35 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $647 Shares 6,241 Est. Cost $104.71 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $642 Shares 5,261 Est. Cost $106.01 Unrealized +4.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $632 Shares 8,806 Est. Cost $59.44 Unrealized +24.0%
DGRO ISHARES TR 0.1%
Value ($000) $622 Shares 10,070 Est. Cost $62.13 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $622 Shares 17,141 Est. Cost $35.76 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $620 Shares 3,859 Est. Cost $167.58 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $618 Shares 4,777 Est. Cost $112.58 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $615 Shares 5,860 Est. Cost $104.35 Unrealized -7.2%
MDYG SPDR SER TR 0.1%
Value ($000) $609 Shares 7,661 Est. Cost $87.24 Unrealized
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $609 Shares 11,619 Est. Cost $52.30 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $605 Shares 4,963 Est. Cost $77.37 Unrealized +55.2%
KR KROGER CO 0.1%
Value ($000) $604 Shares 8,928 Est. Cost $52.14 Unrealized +19.4%
OPEN OPENDOOR TECHNOLOGIES INC 0.1%
Value ($000) $603 Shares 591,000 Est. Cost $2.12 Unrealized -35.9%
LOW LOWES COS INC 0.1%
Value ($000) $602 Shares 2,582 Est. Cost $201.86 Unrealized +19.9%
IEV ISHARES TR 0.1%
Value ($000) $594 Shares 10,207 Est. Cost $58.25 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $594 Shares 3,481 Est. Cost $157.85 Unrealized +17.1%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $578 Shares 8,286 Est. Cost $70.67 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $569 Shares 19,136 Est. Cost $30.20 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $568 Shares 3,788 Est. Cost $149.02 Unrealized -3.7%
SEIX VIRTUS ETF TR II 0.0%
Value ($000) $566 Shares 23,974 Est. Cost $23.61 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $561 Shares 2,228 Est. Cost $267.72 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $560 Shares 9,729 Est. Cost $61.57 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $558 Shares 3,635 Est. Cost $104.34 Unrealized +53.0%
IAGG ISHARES TR 0.0%
Value ($000) $557 Shares 11,152 Est. Cost $51.35 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $555 Shares 1,243 Est. Cost $515.04 Unrealized -13.0%
MUNI PIMCO ETF TR 0.0%
Value ($000) $551 Shares 10,691 Est. Cost $52.85 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $550 Shares 13,503 Est. Cost $45.51 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $549 Shares 580 Est. Cost $988.08 Unrealized -2.7%
C CITIGROUP INC 0.0%
Value ($000) $545 Shares 7,678 Est. Cost $54.40 Unrealized +37.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $543 Shares 1,739 Est. Cost $325.48 Unrealized +7.4%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $542 Shares 37,505 Est. Cost $14.60 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $536 Shares 12,614 Est. Cost $43.17 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $529 Shares 1,033 Est. Cost $476.52 Unrealized -1.4%
U UNITY SOFTWARE INC 0.0%
Value ($000) $523 Shares 26,689 Est. Cost $31.96 Unrealized -29.3%
GOVT ISHARES TR 0.0%
Value ($000) $523 Shares 22,741 Est. Cost $22.98 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $520 Shares 1,023 Est. Cost $386.52 Unrealized +31.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $519 Shares 3,367 Est. Cost $94.09 Unrealized +52.2%
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $515 Shares 20,879 Est. Cost $24.75 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $515 Shares 10,129 Est. Cost $50.60 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $509 Shares 2,565 Est. Cost $148.67 Unrealized +34.0%
ANSYS INC 0.0%
Value ($000) $506 Shares 1,599 Est. Cost $390.20 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $502 Shares 27,024 Est. Cost $16.05 Unrealized
SILJ AMPLIFY ETF TR 0.0%
Value ($000) $500 Shares 41,232 Est. Cost $12.89 Unrealized
FAD FIRST TR MULTI CAP GROWTH AL 0.0%
Value ($000) $499 Shares 3,858 Est. Cost $133.59 Unrealized
PAAA PGIM ETF TR 0.0%
Value ($000) $499 Shares 9,726 Est. Cost $51.31 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $495 Shares 6,749 Est. Cost $65.95 Unrealized
IXJ ISHARES TR 0.0%
Value ($000) $493 Shares 5,405 Est. Cost $98.16 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $490 Shares 16,753 Est. Cost $29.55 Unrealized -9.4%
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $485 Shares 43,139 Est. Cost $11.89 Unrealized
GSK GSK PLC 0.0%
Value ($000) $481 Shares 12,419 Est. Cost $40.28 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $480 Shares 16,411 Est. Cost $41.53 Unrealized -19.2%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $477 Shares 10,368 Est. Cost $46.02 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $477 Shares 15,997 Est. Cost $25.13 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $475 Shares 17,708 Est. Cost $26.90 Unrealized
CLOA BLACKROCK ETF TRUST II 0.0%
Value ($000) $474 Shares 9,161 Est. Cost $51.78 Unrealized
PIMCO CORPORATE & INCM STRG 0.0%
Value ($000) $472 Shares 34,562 Est. Cost $13.12 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $471 Shares 9,220 Est. Cost $51.05 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $467 Shares 1,386 Est. Cost $343.07 Unrealized +4.6%
XTEN BONDBLOXX ETF TRUST 0.0%
Value ($000) $465 Shares 9,989 Est. Cost $46.57 Unrealized
CLOZ SERIES PORTFOLIOS TR 0.0%
Value ($000) $464 Shares 17,461 Est. Cost $26.57 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $460 Shares 3,002 Est. Cost $156.82 Unrealized
RING ISHARES INC 0.0%
Value ($000) $458 Shares 11,949 Est. Cost $32.70 Unrealized
RNAM AVIDITY BIOSCIENCES INC 0.0%
Value ($000) $455 Shares 15,406 Est. Cost $23.66 Unrealized +31.6%
IVLU ISHARES TR 0.0%
Value ($000) $451 Shares 14,885 Est. Cost $28.80 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $451 Shares 7,255 Est. Cost $64.74 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $450 Shares 967 Est. Cost $447.95 Unrealized -0.8%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $448 Shares 3,476 Est. Cost $128.20 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $447 Shares 20,230 Est. Cost $39.04 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $447 Shares 3,371 Est. Cost $111.08 Unrealized +12.3%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $445 Shares 4,045 Est. Cost $112.94 Unrealized
JPUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $445 Shares 3,865 Est. Cost $119.68 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $443 Shares 3,588 Est. Cost $128.26 Unrealized -7.0%
AON AON PLC 0.0%
Value ($000) $441 Shares 1,104 Est. Cost $324.38 Unrealized +17.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $433 Shares 2,410 Est. Cost $147.89 Unrealized +23.2%
DGS WISDOMTREE TR 0.0%
Value ($000) $428 Shares 8,856 Est. Cost $53.63 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value ($000) $426 Shares 42,033 Est. Cost $10.68 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $421 Shares 6,783 Est. Cost $59.10 Unrealized -3.3%
JGLO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $418 Shares 7,096 Est. Cost $62.63 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $417 Shares 2,080 Est. Cost $136.82 Unrealized +42.3%
ILMN ILLUMINA INC 0.0%
Value ($000) $417 Shares 5,255 Est. Cost $393.79 Unrealized -72.5%
AVSF AMERICAN CENTY ETF TR 0.0%
Value ($000) $416 Shares 8,898 Est. Cost $45.74 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $413 Shares 40,355 Est. Cost $13.02 Unrealized -9.3%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $413 Shares 4,515 Est. Cost $101.35 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.0%
Value ($000) $412 Shares 5,419 Est. Cost $77.48 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $410 Shares 1,539 Est. Cost $156.62 Unrealized +55.2%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $408 Shares 18,955 Est. Cost $38.58 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $405 Shares 7,302 Est. Cost $57.22 Unrealized
ALLIANCEBERNSTEIN GLOBAL HIG 0.0%
Value ($000) $405 Shares 37,702 Est. Cost $9.96 Unrealized
SPTI SPDR SER TR 0.0%
Value ($000) $404 Shares 14,143 Est. Cost $29.06 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $402 Shares 3,448 Est. Cost $96.90 Unrealized +29.9%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $401 Shares 14,068 Est. Cost $15.35 Unrealized +73.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $393 Shares 7,962 Est. Cost $53.97 Unrealized -11.4%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $389 Shares 11,652 Est. Cost $34.37 Unrealized
QLD PROSHARES TR 0.0%
Value ($000) $384 Shares 4,321 Est. Cost $100.70 Unrealized
GHYB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $382 Shares 8,567 Est. Cost $45.43 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $381 Shares 869 Est. Cost $279.73 Unrealized +57.9%
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $380 Shares 13,500 Est. Cost $28.15 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $375 Shares 14,160 Est. Cost $27.98 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $374 Shares 261 Est. Cost $46.19 Unrealized +88.3%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $374 Shares 15,358 Est. Cost $36.55 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $371 Shares 3,883 Est. Cost $81.18 Unrealized +18.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $370 Shares 5,213 Est. Cost $69.60 Unrealized -1.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $369 Shares 80 Est. Cost $2611.47 Unrealized +81.9%
IJJ ISHARES TR 0.0%
Value ($000) $367 Shares 3,066 Est. Cost $123.62 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $366 Shares 3,866 Est. Cost $85.12 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $366 Shares 3,951 Est. Cost $94.92 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $366 Shares 4,303 Est. Cost $98.96 Unrealized -6.2%
MTUM ISHARES TR 0.0%
Value ($000) $365 Shares 1,804 Est. Cost $203.92 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $360 Shares 1,336 Est. Cost $249.31 Unrealized +17.3%
HAIL SPDR SER TR 0.0%
Value ($000) $358 Shares 13,866 Est. Cost $28.70 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $356 Shares 1,460 Est. Cost $280.65 Unrealized -9.6%
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $354 Shares 4,795 Est. Cost $76.52 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $353 Shares 1,198 Est. Cost $249.84 Unrealized +20.2%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $353 Shares 4,875 Est. Cost $78.38 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $350 Shares 6,683 Est. Cost $31.29 Unrealized +20.1%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $344 Shares 5,398 Est. Cost $43.40 Unrealized +33.8%
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $341 Shares 5,369 Est. Cost $63.98 Unrealized
GVIP GOLDMAN SACHS ETF TR 0.0%
Value ($000) $336 Shares 2,849 Est. Cost $119.61 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $333 Shares 8,087 Est. Cost $39.66 Unrealized +7.6%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $331 Shares 10,865 Est. Cost $39.91 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $328 Shares 4,283 Est. Cost $72.87 Unrealized +10.1%
ILCV ISHARES TR 0.0%
Value ($000) $323 Shares 3,960 Est. Cost $81.45 Unrealized
CSX CSX CORP 0.0%
Value ($000) $322 Shares 10,938 Est. Cost $33.22 Unrealized -5.8%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $320 Shares 24,959 Est. Cost $11.00 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $317 Shares 5,158 Est. Cost $63.01 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $316 Shares 1,237 Est. Cost $284.00 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $311 Shares 1,430 Est. Cost $210.79 Unrealized -10.1%
ABRDN ASIA PACIFIC INCOME FU 0.0%
Value ($000) $310 Shares 19,750 Est. Cost $17.40 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $308 Shares 1,165 Est. Cost $278.23 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $307 Shares 8,543 Est. Cost $38.19 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $302 Shares 12,905 Est. Cost $24.03 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $298 Shares 6,830 Est. Cost $32.29 Unrealized +81.6%
EEM ISHARES TR 0.0%
Value ($000) $293 Shares 6,710 Est. Cost $45.86 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $292 Shares 9,230 Est. Cost $31.69 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $292 Shares 2,615 Est. Cost $115.25 Unrealized -2.9%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $289 Shares 6,905 Est. Cost $43.69 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $288 Shares 908 Est. Cost $326.73 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $288 Shares 5,970 Est. Cost $43.26 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $287 Shares 2,130 Est. Cost $104.30 Unrealized +32.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $286 Shares 2,840 Est. Cost $78.83 Unrealized +27.7%
VLTO VERALTO CORP 0.0%
Value ($000) $286 Shares 2,938 Est. Cost $105.00 Unrealized -5.4%
META META PLATFORMS INC 0.0%
Value ($000) $285 Shares 494 Est. Cost $329.29 Unrealized +95.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $284 Shares 1,407 Est. Cost $176.84 Unrealized +20.4%
FISR SSGA ACTIVE TR 0.0%
Value ($000) $282 Shares 10,883 Est. Cost $25.37 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $280 Shares 3,495 Est. Cost $87.04 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $276 Shares 4,272 Est. Cost $70.54 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $275 Shares 4,374 Est. Cost $54.08 Unrealized +13.3%
XLSR SSGA ACTIVE TR 0.0%
Value ($000) $275 Shares 5,408 Est. Cost $51.77 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $274 Shares 4,687 Est. Cost $59.21 Unrealized
GRAL GRAIL INC 0.0%
Value ($000) $273 Shares 10,681 Est. Cost $16.26 Unrealized +90.0%
SHV ISHARES TR 0.0%
Value ($000) $269 Shares 2,438 Est. Cost $110.57 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $268 Shares 2,685 Est. Cost $103.27 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $268 Shares 1,570 Est. Cost $179.03 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $268 Shares 3,858 Est. Cost $69.52 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $267 Shares 798 Est. Cost $345.24 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $265 Shares 8,945 Est. Cost $29.58 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $264 Shares 2,099 Est. Cost $132.25 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $264 Shares 1,021 Est. Cost $267.25 Unrealized +2.7%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $263 Shares 2,460 Est. Cost $142.60 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $261 Shares 9,911 Est. Cost $26.17 Unrealized
WGMI VALKYRIE ETF TRUST II 0.0%
Value ($000) $259 Shares 20,286 Est. Cost $18.98 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $257 Shares 2,600 Est. Cost $105.63 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $255 Shares 3,939 Est. Cost $64.62 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $255 Shares 2,963 Est. Cost $84.14 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $254 Shares 3,158 Est. Cost $83.26 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $254 Shares 2,286 Est. Cost $123.32 Unrealized
BOH BANK HAWAII CORP 0.0%
Value ($000) $253 Shares 3,672 Est. Cost $60.18 Unrealized +13.7%
MLPA GLOBAL X FDS 0.0%
Value ($000) $251 Shares 4,719 Est. Cost $47.98 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $251 Shares 958 Est. Cost $258.19 Unrealized +10.2%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $250 Shares 1,196 Est. Cost $205.79 Unrealized +0.1%
IWB ISHARES TR 0.0%
Value ($000) $250 Shares 816 Est. Cost $306.74 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $249 Shares 3,934 Est. Cost $68.27 Unrealized -3.6%
BP BP PLC 0.0%
Value ($000) $249 Shares 7,369 Est. Cost $31.39 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $248 Shares 11,859 Est. Cost $16.02 Unrealized +20.1%
HSY HERSHEY CO 0.0%
Value ($000) $247 Shares 1,442 Est. Cost $186.05 Unrealized -14.4%
OKE ONEOK INC NEW 0.0%
Value ($000) $246 Shares 2,484 Est. Cost $81.71 Unrealized +16.2%
TBIL RBB FD INC 0.0%
Value ($000) $245 Shares 4,904 Est. Cost $50.04 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $245 Shares 907 Est. Cost $163.68 Unrealized +57.0%
WDFC WD 40 CO 0.0%
Value ($000) $244 Shares 1,002 Est. Cost $244.28 Unrealized -5.1%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $244 Shares 750 Est. Cost $347.85 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $243 Shares 1,204 Est. Cost $266.65 Unrealized 0.0%
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $243 Shares 8,011 Est. Cost $26.10 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $237 Shares 5,969 Est. Cost $41.49 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $233 Shares 2,436 Est. Cost $101.52 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $233 Shares 5,024 Est. Cost $47.19 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $232 Shares 53,193 Est. Cost $3.96 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $232 Shares 1,595 Est. Cost $163.95 Unrealized -11.5%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $231 Shares 5,856 Est. Cost $41.28 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $230 Shares 7,534 Est. Cost $33.52 Unrealized +3.2%
SECT NORTHERN LTS FD TR IV 0.0%
Value ($000) $229 Shares 4,477 Est. Cost $54.96 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $227 Shares 4,790 Est. Cost $45.71 Unrealized +6.4%
ADBE ADOBE INC 0.0%
Value ($000) $226 Shares 590 Est. Cost $517.92 Unrealized -17.2%
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $226 Shares 7,252 Est. Cost $31.19 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $226 Shares 8,592 Est. Cost $28.79 Unrealized
AVRE AMERICAN CENTY ETF TR 0.0%
Value ($000) $225 Shares 5,223 Est. Cost $47.14 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $224 Shares 1,809 Est. Cost $107.07 Unrealized +5.5%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $221 Shares 3,373 Est. Cost $64.05 Unrealized +5.7%
BARRICK GOLD CORP 0.0%
Value ($000) $221 Shares 11,378 Est. Cost $19.44 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $219 Shares 453 Est. Cost $333.50 Unrealized +55.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $217 Shares 696 Est. Cost $267.01 Unrealized +9.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $217 Shares 876 Est. Cost $227.33 Unrealized +10.3%
ICSH ISHARES TR 0.0%
Value ($000) $217 Shares 4,274 Est. Cost $50.74 Unrealized
PICK ISHARES INC 0.0%
Value ($000) $217 Shares 6,035 Est. Cost $43.07 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $215 Shares 4,890 Est. Cost $43.90 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $214 Shares 2,557 Est. Cost $63.85 Unrealized +29.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $213 Shares 10,906 Est. Cost $16.93 Unrealized +40.4%
SCZ ISHARES TR 0.0%
Value ($000) $212 Shares 3,337 Est. Cost $67.38 Unrealized
KEY KEYCORP 0.0%
Value ($000) $209 Shares 13,078 Est. Cost $11.89 Unrealized +36.7%
ESGU ISHARES TR 0.0%
Value ($000) $206 Shares 1,694 Est. Cost $126.19 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $206 Shares 814 Est. Cost $249.61 Unrealized 0.0%
DUFF & PHELPS UTLITY AND INF 0.0%
Value ($000) $205 Shares 16,766 Est. Cost $11.85 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $205 Shares 5,467 Est. Cost $46.52 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $204 Shares 6,982 Est. Cost $28.86 Unrealized 0.0%
REAVES UTIL INCOME FD 0.0%
Value ($000) $202 Shares 6,210 Est. Cost $32.54 Unrealized
EXEL EXELIXIS INC 0.0%
Value ($000) $202 Shares 5,460 Est. Cost $35.63 Unrealized 0.0%
INDIA FD INC 0.0%
Value ($000) $188 Shares 11,925 Est. Cost $15.77 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $186 Shares 19,412 Est. Cost $10.06 Unrealized
NUVEEN CALIFORNIA MUNI VLU F 0.0%
Value ($000) $181 Shares 20,955 Est. Cost $9.12 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value ($000) $146 Shares 21,058 Est. Cost $6.94 Unrealized +29.6%
SFL SFL CORPORATION LTD 0.0%
Value ($000) $123 Shares 15,025 Est. Cost $11.26 Unrealized -14.3%
ALLSPRING MULTI SECTOR INCOM 0.0%
Value ($000) $119 Shares 12,859 Est. Cost $12.53 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $94 Shares 12,764 Est. Cost $11.54 Unrealized -11.9%
ZVIA ZEVIA PBC 0.0%
Value ($000) $77 Shares 35,866 Est. Cost $0.95 Unrealized +245.8%
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $64 Shares 50,000 Est. Cost $1.29 Unrealized +12.6%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $52 Shares 16,450 Est. Cost $6.57 Unrealized -46.6%
BITF BITFARMS LTD 0.0%
Value ($000) $50 Shares 63,026 Est. Cost $2.32 Unrealized -42.8%
NGD NEW GOLD INC CDA 0.0%
Value ($000) $45 Shares 12,000 Est. Cost $2.96 Unrealized 0.0%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $41 Shares 13,000 Est. Cost $2.99 Unrealized +17.4%
DCGO DOCGO INC 0.0%
Value ($000) $40 Shares 15,000 Est. Cost $8.82 Unrealized -54.5%
IVDA IVEDA SOLUTIONS INC 0.0%
Value ($000) $35 Shares 15,625 Est. Cost $3.10 Unrealized +4.0%
TDAY GANNETT CO INC 0.0%
Value ($000) $34 Shares 11,844 Est. Cost $1.99 Unrealized +109.6%
KOPN KOPIN CORP 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.92 Unrealized +60.4%
VERU INC 0.0%
Value ($000) $5 Shares 10,500 Est. Cost $0.77 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.35 Unrealized