Advisor OS, LLC Diversified Active

CIK: 0001767580 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 6, 2025

Total Value ($000): $878,811 (100.0% shares, 0.0% debt)

Holdings (426)

VOO VANGUARD INDEX FDS 9.6%
Value ($000) $84,459 Shares 164,345 Est. Cost $413.82 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 6.1%
Value ($000) $53,438 Shares 275,467 Est. Cost $161.95 Unrealized
IEF ISHARES TR 4.3%
Value ($000) $37,511 Shares 393,324 Est. Cost $96.22 Unrealized
MINT PIMCO ETF TR 4.2%
Value ($000) $37,055 Shares 368,266 Est. Cost $100.55 Unrealized
AAPL APPLE INC 3.9%
Value ($000) $34,054 Shares 153,305 Est. Cost $174.96 Unrealized +31.9%
NOC NORTHROP GRUMMAN CORP 2.7%
Value ($000) $24,046 Shares 46,963 Est. Cost $280.94 Unrealized +67.3%
SPAB SPDR SER TR 2.4%
Value ($000) $21,439 Shares 839,416 Est. Cost $25.54 Unrealized
JAAA JANUS DETROIT STR TR 2.4%
Value ($000) $21,399 Shares 421,988 Est. Cost $50.61 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $18,942 Shares 372,499 Est. Cost $50.65 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $18,739 Shares 108,175 Est. Cost $146.14 Unrealized
IWF ISHARES TR 1.9%
Value ($000) $17,102 Shares 47,363 Est. Cost $300.90 Unrealized
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $15,673 Shares 57,025 Est. Cost $222.81 Unrealized
AVUV AMERICAN CENTY ETF TR 1.6%
Value ($000) $14,369 Shares 164,841 Est. Cost $94.38 Unrealized
GDX VANECK ETF TRUST 1.6%
Value ($000) $14,171 Shares 308,267 Est. Cost $45.97 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.6%
Value ($000) $13,769 Shares 301,618 Est. Cost $44.97 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $13,760 Shares 126,960 Est. Cost $94.42 Unrealized +34.2%
MSFT MICROSOFT CORP 1.6%
Value ($000) $13,676 Shares 36,431 Est. Cost $271.60 Unrealized +49.1%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $13,537 Shares 24,200 Est. Cost $436.83 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.3%
Value ($000) $11,533 Shares 226,895 Est. Cost $46.24 Unrealized
SPYM SPDR SER TR 1.0%
Value ($000) $9,129 Shares 138,827 Est. Cost $56.68 Unrealized
TCHP T ROWE PRICE ETF INC 1.0%
Value ($000) $8,615 Shares 226,184 Est. Cost $27.48 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $8,139 Shares 42,776 Est. Cost $124.34 Unrealized +74.5%
SPSM SPDR SER TR 0.9%
Value ($000) $7,714 Shares 189,249 Est. Cost $41.63 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $7,181 Shares 328,493 Est. Cost $21.86 Unrealized
ICSH ISHARES TR 0.7%
Value ($000) $6,533 Shares 128,856 Est. Cost $50.40 Unrealized
ISPY PROSHARES TR 0.7%
Value ($000) $6,282 Shares 149,255 Est. Cost $43.97 Unrealized
HDV ISHARES TR 0.7%
Value ($000) $6,253 Shares 51,623 Est. Cost $102.27 Unrealized
SPMD SPDR SER TR 0.7%
Value ($000) $6,064 Shares 118,486 Est. Cost $51.01 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $5,229 Shares 33,815 Est. Cost $119.07 Unrealized +51.8%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $4,956 Shares 20,205 Est. Cost $142.65 Unrealized +75.9%
META META PLATFORMS INC 0.5%
Value ($000) $4,507 Shares 7,819 Est. Cost $318.52 Unrealized +101.9%
LLY ELI LILLY & CO 0.5%
Value ($000) $4,428 Shares 5,361 Est. Cost $513.09 Unrealized +61.1%
MOAT VANECK ETF TRUST 0.5%
Value ($000) $4,343 Shares 49,358 Est. Cost $89.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $4,095 Shares 7,688 Est. Cost $356.35 Unrealized +36.4%
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $4,005 Shares 66,930 Est. Cost $59.64 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $3,960 Shares 23,237 Est. Cost $138.12 Unrealized +18.7%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $3,885 Shares 30,127 Est. Cost $110.32 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $3,705 Shares 61,072 Est. Cost $55.96 Unrealized
V VISA INC 0.4%
Value ($000) $3,651 Shares 10,418 Est. Cost $210.09 Unrealized +60.1%
QYLD GLOBAL X FDS 0.4%
Value ($000) $3,548 Shares 213,357 Est. Cost $17.42 Unrealized
ACWI ISHARES TR 0.4%
Value ($000) $3,516 Shares 30,207 Est. Cost $113.01 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $3,436 Shares 16,399 Est. Cost $117.16 Unrealized +61.7%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $3,409 Shares 7,270 Est. Cost $445.22 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $3,327 Shares 33,631 Est. Cost $98.92 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,274 Shares 19,740 Est. Cost $144.23 Unrealized +5.7%
MCD MCDONALDS CORP 0.4%
Value ($000) $3,119 Shares 9,985 Est. Cost $234.67 Unrealized +24.8%
SPTM SPDR SER TR 0.3%
Value ($000) $3,052 Shares 44,873 Est. Cost $54.43 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $3,000 Shares 13,530 Est. Cost $214.63 Unrealized
GBDC GOLUB CAP BDC INC 0.3%
Value ($000) $2,925 Shares 193,220 Est. Cost $12.91 Unrealized +7.9%
MRK MERCK & CO INC 0.3%
Value ($000) $2,922 Shares 32,558 Est. Cost $84.36 Unrealized +6.8%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $2,870 Shares 7,740 Est. Cost $288.29 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,866 Shares 3,030 Est. Cost $606.91 Unrealized +59.9%
EAGL 2023 ETF SERIES TRUST 0.3%
Value ($000) $2,830 Shares 101,037 Est. Cost $25.23 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $2,534 Shares 35,376 Est. Cost $54.99 Unrealized +18.1%
WMT WALMART INC 0.3%
Value ($000) $2,471 Shares 28,145 Est. Cost $56.78 Unrealized +63.7%
GOOG ALPHABET INC 0.3%
Value ($000) $2,387 Shares 15,282 Est. Cost $110.49 Unrealized +65.1%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,280 Shares 4,354 Est. Cost $399.61 Unrealized +25.0%
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $2,223 Shares 12,904 Est. Cost $152.48 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,189 Shares 3,994 Est. Cost $452.83 Unrealized +19.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,131 Shares 8,571 Est. Cost $142.02 Unrealized +68.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,111 Shares 17,751 Est. Cost $94.23 Unrealized +13.8%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,107 Shares 42,309 Est. Cost $43.10 Unrealized
T AT&T INC 0.2%
Value ($000) $2,099 Shares 74,239 Est. Cost $19.87 Unrealized +22.6%
IVV ISHARES TR 0.2%
Value ($000) $2,021 Shares 3,597 Est. Cost $482.77 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,980 Shares 11,825 Est. Cost $155.75 Unrealized +34.7%
IWM ISHARES TR 0.2%
Value ($000) $1,928 Shares 9,665 Est. Cost $217.33 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $1,898 Shares 23,224 Est. Cost $77.61 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,895 Shares 5,171 Est. Cost $283.74 Unrealized +34.2%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,870 Shares 22,892 Est. Cost $81.67 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1,769 Shares 13,356 Est. Cost $90.39 Unrealized +38.0%
TSLA TESLA INC 0.2%
Value ($000) $1,732 Shares 6,682 Est. Cost $223.35 Unrealized +49.2%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,704 Shares 51,646 Est. Cost $27.55 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,696 Shares 17,583 Est. Cost $71.24 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,681 Shares 13,784 Est. Cost $92.23 Unrealized +19.9%
DOX AMDOCS LTD 0.2%
Value ($000) $1,676 Shares 18,319 Est. Cost $84.32 Unrealized +1.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,631 Shares 39,085 Est. Cost $32.02 Unrealized +36.2%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,591 Shares 12,139 Est. Cost $110.07 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,582 Shares 25,629 Est. Cost $44.60 Unrealized +34.7%
AMGN AMGEN INC 0.2%
Value ($000) $1,563 Shares 5,018 Est. Cost $266.25 Unrealized +7.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,563 Shares 5,808 Est. Cost $219.03 Unrealized +33.5%
INTU INTUIT 0.2%
Value ($000) $1,548 Shares 2,521 Est. Cost $384.17 Unrealized +55.5%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,538 Shares 5,948 Est. Cost $234.36 Unrealized
CLOI VANECK ETF TRUST 0.2%
Value ($000) $1,532 Shares 28,996 Est. Cost $52.85 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $1,492 Shares 24,971 Est. Cost $25.76 Unrealized +115.2%
SO SOUTHERN CO 0.2%
Value ($000) $1,492 Shares 16,222 Est. Cost $65.49 Unrealized +28.5%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,463 Shares 5,170 Est. Cost $174.97 Unrealized +40.2%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $1,428 Shares 4,137 Est. Cost $235.02 Unrealized +33.3%
PFE PFIZER INC 0.2%
Value ($000) $1,406 Shares 55,466 Est. Cost $31.39 Unrealized -21.3%
IJR ISHARES TR 0.2%
Value ($000) $1,401 Shares 13,400 Est. Cost $94.02 Unrealized
OKE ONEOK INC NEW 0.2%
Value ($000) $1,395 Shares 14,060 Est. Cost $58.63 Unrealized +62.0%
ABT ABBOTT LABS 0.2%
Value ($000) $1,365 Shares 10,293 Est. Cost $100.96 Unrealized +24.3%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,340 Shares 14,912 Est. Cost $81.67 Unrealized +7.0%
NOW SERVICENOW INC 0.2%
Value ($000) $1,332 Shares 1,673 Est. Cost $105.20 Unrealized +83.2%
KKR KKR & CO INC 0.2%
Value ($000) $1,319 Shares 11,409 Est. Cost $93.93 Unrealized +45.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,318 Shares 2,951 Est. Cost $422.30 Unrealized +6.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,308 Shares 35,440 Est. Cost $37.70 Unrealized -7.1%
RDDT REDDIT INC 0.1%
Value ($000) $1,295 Shares 12,347 Est. Cost $61.82 Unrealized +167.4%
IGSB ISHARES TR 0.1%
Value ($000) $1,292 Shares 24,665 Est. Cost $54.38 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $1,278 Shares 6,387 Est. Cost $123.21 Unrealized +58.9%
CATH GLOBAL X FDS 0.1%
Value ($000) $1,263 Shares 18,696 Est. Cost $55.01 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,263 Shares 8,422 Est. Cost $142.05 Unrealized +1.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,253 Shares 8,154 Est. Cost $144.85 Unrealized +10.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $1,252 Shares 4,208 Est. Cost $186.71 Unrealized +53.4%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,240 Shares 18,712 Est. Cost $66.27 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,218 Shares 51,971 Est. Cost $37.59 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,214 Shares 17,889 Est. Cost $65.08 Unrealized -8.2%
FLTR VANECK ETF TRUST 0.1%
Value ($000) $1,203 Shares 47,101 Est. Cost $25.16 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $1,182 Shares 18,639 Est. Cost $56.17 Unrealized +17.1%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,176 Shares 5,079 Est. Cost $186.42 Unrealized +17.1%
KELLANOVA 0.1%
Value ($000) $1,168 Shares 14,164 Est. Cost $53.88 Unrealized +48.5%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,132 Shares 5,623 Est. Cost $156.19 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,131 Shares 15,516 Est. Cost $50.39 Unrealized +43.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,107 Shares 5,608 Est. Cost $197.46 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,099 Shares 3,334 Est. Cost $283.48 Unrealized +24.2%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1,094 Shares 62,181 Est. Cost $18.03 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1,078 Shares 37,771 Est. Cost $11.78 Unrealized +126.7%
KR KROGER CO 0.1%
Value ($000) $1,077 Shares 15,910 Est. Cost $62.27 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,069 Shares 6,737 Est. Cost $93.19 Unrealized +47.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $1,055 Shares 6,356 Est. Cost $125.13 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,046 Shares 5,102 Est. Cost $204.05 Unrealized +6.3%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,023 Shares 29,964 Est. Cost $20.16 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,020 Shares 1,094 Est. Cost $42.87 Unrealized +121.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,017 Shares 6,082 Est. Cost $146.61 Unrealized +2.6%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,017 Shares 7,150 Est. Cost $122.83 Unrealized +5.7%
BOND PIMCO ETF TR 0.1%
Value ($000) $1,002 Shares 10,838 Est. Cost $91.96 Unrealized
CPSN CALAMOS ETF TR 0.1%
Value ($000) $995 Shares 39,426 Est. Cost $25.29 Unrealized
CPSD CALAMOS ETF TR 0.1%
Value ($000) $991 Shares 41,476 Est. Cost $23.90 Unrealized
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $978 Shares 28,593 Est. Cost $30.59 Unrealized +3.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $967 Shares 1,942 Est. Cost $481.03 Unrealized +12.2%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $967 Shares 15,700 Est. Cost $62.06 Unrealized +55.8%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $961 Shares 1,747 Est. Cost $491.44 Unrealized +13.7%
MUB ISHARES TR 0.1%
Value ($000) $951 Shares 9,017 Est. Cost $106.55 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $949 Shares 5,282 Est. Cost $163.46 Unrealized +11.5%
SYY SYSCO CORP 0.1%
Value ($000) $948 Shares 12,627 Est. Cost $70.94 Unrealized +0.5%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $946 Shares 14,704 Est. Cost $48.45 Unrealized +23.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $945 Shares 3,904 Est. Cost $174.74 Unrealized +27.0%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $940 Shares 6,825 Est. Cost $102.08 Unrealized +23.3%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $928 Shares 49,935 Est. Cost $8.08 Unrealized
TFI SPDR SER TR 0.1%
Value ($000) $921 Shares 20,443 Est. Cost $46.46 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $921 Shares 2,937 Est. Cost $281.36 Unrealized +23.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $917 Shares 9,291 Est. Cost $96.38 Unrealized +10.3%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $916 Shares 2,110 Est. Cost $377.06 Unrealized +8.2%
EBAY EBAY INC. 0.1%
Value ($000) $901 Shares 13,300 Est. Cost $62.95 Unrealized +4.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $889 Shares 17,707 Est. Cost $61.52 Unrealized -11.6%
CLX CLOROX CO DEL 0.1%
Value ($000) $888 Shares 6,029 Est. Cost $140.28 Unrealized +5.5%
CTAS CINTAS CORP 0.1%
Value ($000) $882 Shares 4,290 Est. Cost $184.93 Unrealized +6.9%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $869 Shares 18,858 Est. Cost $46.07 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $861 Shares 2,851 Est. Cost $277.31 Unrealized -0.4%
GEN GEN DIGITAL INC 0.1%
Value ($000) $835 Shares 31,463 Est. Cost $27.95 Unrealized -3.4%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $819 Shares 9,874 Est. Cost $82.86 Unrealized -2.7%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $815 Shares 3,206 Est. Cost $145.25 Unrealized +91.5%
COR CENCORA INC 0.1%
Value ($000) $801 Shares 2,881 Est. Cost $207.93 Unrealized +20.0%
SHYG ISHARES TR 0.1%
Value ($000) $797 Shares 18,740 Est. Cost $44.20 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $784 Shares 4,531 Est. Cost $241.15 Unrealized -13.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $776 Shares 2,488 Est. Cost $284.53 Unrealized +22.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $773 Shares 2,684 Est. Cost $288.14 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $773 Shares 1,137 Est. Cost $646.62 Unrealized +10.6%
TMSL T ROWE PRICE ETF INC 0.1%
Value ($000) $768 Shares 25,182 Est. Cost $32.17 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $767 Shares 5,234 Est. Cost $139.75 Unrealized +20.5%
UNP UNION PAC CORP 0.1%
Value ($000) $761 Shares 3,220 Est. Cost $212.72 Unrealized +10.7%
ITWO PROSHARES TR 0.1%
Value ($000) $759 Shares 21,067 Est. Cost $38.43 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $759 Shares 802 Est. Cost $986.10 Unrealized -2.5%
PPG PPG INDS INC 0.1%
Value ($000) $759 Shares 6,937 Est. Cost $119.22 Unrealized -5.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $753 Shares 6,895 Est. Cost $84.31 Unrealized +16.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $752 Shares 4,539 Est. Cost $17.95 Unrealized +174.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $750 Shares 1,515 Est. Cost $438.59 Unrealized +26.1%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $750 Shares 14,072 Est. Cost $65.58 Unrealized -15.5%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.1%
Value ($000) $736 Shares 25,405 Est. Cost $51.65 Unrealized -38.2%
CDW CDW CORP 0.1%
Value ($000) $733 Shares 4,576 Est. Cost $197.03 Unrealized -9.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $719 Shares 1,240 Est. Cost $311.80 Unrealized +100.4%
TMUS T-MOBILE US INC 0.1%
Value ($000) $715 Shares 2,681 Est. Cost $171.82 Unrealized +41.4%
CRM SALESFORCE INC 0.1%
Value ($000) $714 Shares 2,662 Est. Cost $267.09 Unrealized +15.7%
SPYG SPDR SER TR 0.1%
Value ($000) $708 Shares 8,806 Est. Cost $55.36 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $702 Shares 6,261 Est. Cost $71.60 Unrealized +40.4%
SPYV SPDR SER TR 0.1%
Value ($000) $701 Shares 13,719 Est. Cost $43.78 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $696 Shares 6,297 Est. Cost $110.49 Unrealized
RBA RB GLOBAL INC 0.1%
Value ($000) $692 Shares 6,901 Est. Cost $62.89 Unrealized +51.7%
PWR QUANTA SVCS INC 0.1%
Value ($000) $687 Shares 2,701 Est. Cost $251.93 Unrealized +14.6%
FLEX FLEX LTD 0.1%
Value ($000) $681 Shares 20,588 Est. Cost $34.44 Unrealized +13.8%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $679 Shares 7,056 Est. Cost $73.48 Unrealized +25.6%
WDAY WORKDAY INC 0.1%
Value ($000) $677 Shares 2,898 Est. Cost $262.09 Unrealized -2.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $670 Shares 3,927 Est. Cost $148.35 Unrealized +24.6%
BRO BROWN & BROWN INC 0.1%
Value ($000) $669 Shares 5,378 Est. Cost $106.04 Unrealized +4.8%
ECL ECOLAB INC 0.1%
Value ($000) $666 Shares 2,628 Est. Cost $190.46 Unrealized +31.1%
MSCI MSCI INC 0.1%
Value ($000) $665 Shares 1,177 Est. Cost $444.34 Unrealized +29.4%
SRE SEMPRA 0.1%
Value ($000) $664 Shares 9,311 Est. Cost $74.53 Unrealized +1.3%
WAB WABTEC 0.1%
Value ($000) $662 Shares 3,652 Est. Cost $125.40 Unrealized +52.2%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $656 Shares 7,200 Est. Cost $122.04 Unrealized -14.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $651 Shares 14,342 Est. Cost $35.84 Unrealized +10.4%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $649 Shares 3,757 Est. Cost $163.32 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $646 Shares 5,408 Est. Cost $151.83 Unrealized -11.8%
IRT INDEPENDENCE RLTY TR INC 0.1%
Value ($000) $642 Shares 30,242 Est. Cost $20.50 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $641 Shares 968 Est. Cost $615.07 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $635 Shares 2,837 Est. Cost $286.56 Unrealized -4.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $634 Shares 2,075 Est. Cost $215.61 Unrealized +37.0%
NTAP NETAPP INC 0.1%
Value ($000) $634 Shares 7,214 Est. Cost $115.64 Unrealized -6.3%
VLTO VERALTO CORP 0.1%
Value ($000) $633 Shares 6,498 Est. Cost $77.17 Unrealized +28.8%
RIVERNORTH OPPORTUNITIES FD 0.1%
Value ($000) $627 Shares 53,165 Est. Cost $11.50 Unrealized
CPB THE CAMPBELLS COMPANY 0.1%
Value ($000) $625 Shares 15,662 Est. Cost $41.85 Unrealized -9.5%
FLTB FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $624 Shares 12,450 Est. Cost $49.12 Unrealized
DT DYNATRACE INC 0.1%
Value ($000) $623 Shares 13,212 Est. Cost $44.67 Unrealized +22.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $615 Shares 10,242 Est. Cost $36.63 Unrealized +39.3%
LII LENNOX INTL INC 0.1%
Value ($000) $614 Shares 1,094 Est. Cost $295.80 Unrealized +102.7%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $609 Shares 18,239 Est. Cost $32.92 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $596 Shares 19,233 Est. Cost $31.04 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $592 Shares 2,055 Est. Cost $301.23 Unrealized +5.4%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $585 Shares 6,929 Est. Cost $63.70 Unrealized +37.9%
DE DEERE & CO 0.1%
Value ($000) $583 Shares 1,242 Est. Cost $384.22 Unrealized +20.1%
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $582 Shares 1,778 Est. Cost $170.68 Unrealized +104.0%
WRB BERKLEY W R CORP 0.1%
Value ($000) $579 Shares 8,135 Est. Cost $35.86 Unrealized +66.6%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $578 Shares 951 Est. Cost $467.90 Unrealized +38.6%
LIN LINDE PLC 0.1%
Value ($000) $577 Shares 1,239 Est. Cost $375.54 Unrealized +18.4%
DJIA GLOBAL X FDS 0.1%
Value ($000) $575 Shares 26,034 Est. Cost $22.23 Unrealized
VIRTUS DIVIDEND INTEREST & P 0.1%
Value ($000) $574 Shares 47,329 Est. Cost $12.79 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $571 Shares 1,124 Est. Cost $286.24 Unrealized +72.2%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $570 Shares 1,178 Est. Cost $525.25 Unrealized -1.3%
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $570 Shares 5,908 Est. Cost $131.25 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $567 Shares 1,349 Est. Cost $420.08 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $561 Shares 6,600 Est. Cost $85.07 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $561 Shares 2,292 Est. Cost $244.60 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $555 Shares 15,230 Est. Cost $31.46 Unrealized
ALC ALCON AG 0.1%
Value ($000) $552 Shares 5,813 Est. Cost $72.40 Unrealized +23.5%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $545 Shares 7,855 Est. Cost $102.50 Unrealized
GVI ISHARES TR 0.1%
Value ($000) $545 Shares 5,143 Est. Cost $104.89 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $545 Shares 8,311 Est. Cost $58.14 Unrealized +16.5%
SLYV SPDR SER TR 0.1%
Value ($000) $544 Shares 6,933 Est. Cost $83.31 Unrealized
VFMV VANGUARD WELLINGTON FD 0.1%
Value ($000) $531 Shares 4,187 Est. Cost $126.74 Unrealized
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $531 Shares 1,090 Est. Cost $466.34 Unrealized -3.9%
ORCL ORACLE CORP 0.1%
Value ($000) $527 Shares 3,766 Est. Cost $119.75 Unrealized +34.9%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $524 Shares 6,639 Est. Cost $78.85 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $520 Shares 5,246 Est. Cost $135.43 Unrealized -6.8%
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $512 Shares 18,867 Est. Cost $28.15 Unrealized -5.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $511 Shares 3,503 Est. Cost $145.98 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $503 Shares 20,090 Est. Cost $37.36 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $503 Shares 2,223 Est. Cost $200.18 Unrealized +3.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $495 Shares 4,711 Est. Cost $102.61 Unrealized -5.7%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $494 Shares 6,799 Est. Cost $78.11 Unrealized 0.0%
VOTE TCW ETF TRUST 0.1%
Value ($000) $491 Shares 7,508 Est. Cost $65.39 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $486 Shares 3,479 Est. Cost $104.30 Unrealized +51.7%
PSX PHILLIPS 66 0.1%
Value ($000) $478 Shares 3,869 Est. Cost $97.37 Unrealized +22.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $476 Shares 6,632 Est. Cost $51.23 Unrealized +43.9%
SEIC SEI INVTS CO 0.1%
Value ($000) $476 Shares 6,131 Est. Cost $77.48 Unrealized +2.5%
IEFA ISHARES TR 0.1%
Value ($000) $475 Shares 6,280 Est. Cost $69.89 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $466 Shares 12,180 Est. Cost $30.15 Unrealized
MMM 3M CO 0.1%
Value ($000) $465 Shares 3,165 Est. Cost $96.41 Unrealized +50.0%
AZO AUTOZONE INC 0.1%
Value ($000) $461 Shares 121 Est. Cost $2891.80 Unrealized +19.3%
ETN EATON CORP PLC 0.1%
Value ($000) $456 Shares 1,676 Est. Cost $249.29 Unrealized +23.8%
QUAL ISHARES TR 0.1%
Value ($000) $451 Shares 2,640 Est. Cost $159.90 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $450 Shares 8,329 Est. Cost $35.84 Unrealized +38.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $438 Shares 1,242 Est. Cost $221.30 Unrealized +72.2%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $436 Shares 1,262 Est. Cost $309.05 Unrealized +3.3%
FTNT FORTINET INC 0.0%
Value ($000) $432 Shares 4,486 Est. Cost $101.38 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $430 Shares 3,533 Est. Cost $96.66 Unrealized +24.2%
MCK MCKESSON CORP 0.0%
Value ($000) $429 Shares 637 Est. Cost $567.11 Unrealized +8.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $426 Shares 21,520 Est. Cost $24.46 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $423 Shares 4,040 Est. Cost $162.47 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $420 Shares 2,301 Est. Cost $156.90 Unrealized +9.9%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $418 Shares 19,427 Est. Cost $31.05 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $418 Shares 6,290 Est. Cost $64.87 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $415 Shares 7,748 Est. Cost $30.36 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $413 Shares 5,933 Est. Cost $77.69 Unrealized -5.3%
GENM SPINNAKER ETF SERIES 0.0%
Value ($000) $412 Shares 40,785 Est. Cost $10.08 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $407 Shares 1,924 Est. Cost $229.37 Unrealized
POOL POOL CORP 0.0%
Value ($000) $404 Shares 1,270 Est. Cost $366.95 Unrealized -9.0%
BSY BENTLEY SYS INC 0.0%
Value ($000) $399 Shares 10,148 Est. Cost $42.52 Unrealized +4.4%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $396 Shares 3,542 Est. Cost $88.81 Unrealized +22.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $394 Shares 775 Est. Cost $437.84 Unrealized +15.9%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $393 Shares 213 Est. Cost $540.86 Unrealized +242.4%
HUBB HUBBELL INC 0.0%
Value ($000) $392 Shares 1,185 Est. Cost $438.83 Unrealized -12.8%
EFX EQUIFAX INC 0.0%
Value ($000) $390 Shares 1,601 Est. Cost $204.94 Unrealized +21.8%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $386 Shares 15,296 Est. Cost $31.75 Unrealized -15.7%
BA BOEING CO 0.0%
Value ($000) $384 Shares 2,251 Est. Cost $207.11 Unrealized -16.4%
IWD ISHARES TR 0.0%
Value ($000) $384 Shares 2,040 Est. Cost $170.83 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $383 Shares 999 Est. Cost $434.54 Unrealized -1.3%
COO COOPER COS INC 0.0%
Value ($000) $381 Shares 4,517 Est. Cost $96.69 Unrealized -7.3%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $380 Shares 16,091 Est. Cost $36.00 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $378 Shares 5,339 Est. Cost $55.40 Unrealized +23.9%
SPIB SPDR SER TR 0.0%
Value ($000) $375 Shares 11,276 Est. Cost $33.24 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $373 Shares 3,060 Est. Cost $97.40 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $373 Shares 13,348 Est. Cost $37.73 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $373 Shares 2,419 Est. Cost $105.37 Unrealized +35.9%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $372 Shares 7,504 Est. Cost $42.28 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $372 Shares 3,973 Est. Cost $99.12 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $366 Shares 2,853 Est. Cost $111.27 Unrealized +12.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $366 Shares 5,994 Est. Cost $46.60 Unrealized +19.1%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $364 Shares 4,694 Est. Cost $102.75 Unrealized -1.3%
NDSN NORDSON CORP 0.0%
Value ($000) $361 Shares 1,789 Est. Cost $206.96 Unrealized +0.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $360 Shares 4,595 Est. Cost $77.67 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $358 Shares 1,171 Est. Cost $217.00 Unrealized +60.4%
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $358 Shares 36,156 Est. Cost $13.91 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $355 Shares 1,551 Est. Cost $228.05 Unrealized -0.3%
TTD THE TRADE DESK INC 0.0%
Value ($000) $355 Shares 6,488 Est. Cost $109.15 Unrealized -17.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $354 Shares 3,245 Est. Cost $80.44 Unrealized +23.4%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $354 Shares 5,694 Est. Cost $60.09 Unrealized -4.9%
MET METLIFE INC 0.0%
Value ($000) $353 Shares 4,401 Est. Cost $66.43 Unrealized +22.2%
CSL CARLISLE COS INC 0.0%
Value ($000) $350 Shares 1,028 Est. Cost $397.30 Unrealized -11.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $346 Shares 4,233 Est. Cost $81.76 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $342 Shares 1,697 Est. Cost $206.64 Unrealized +5.6%
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value ($000) $340 Shares 20,457 Est. Cost $12.31 Unrealized +25.0%
WCMI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $339 Shares 23,981 Est. Cost $13.40 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $337 Shares 1,194 Est. Cost $373.02 Unrealized -8.4%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $335 Shares 2,403 Est. Cost $183.23 Unrealized -19.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $335 Shares 1,265 Est. Cost $163.01 Unrealized +50.6%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $334 Shares 2,115 Est. Cost $156.19 Unrealized +22.2%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $334 Shares 2,630 Est. Cost $112.41 Unrealized +9.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $333 Shares 3,300 Est. Cost $82.81 Unrealized +21.6%
MS MORGAN STANLEY 0.0%
Value ($000) $332 Shares 2,843 Est. Cost $95.89 Unrealized +31.3%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $332 Shares 2,248 Est. Cost $118.54 Unrealized +8.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $331 Shares 3,207 Est. Cost $83.85 Unrealized +14.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $326 Shares 1,497 Est. Cost $205.16 Unrealized -7.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $325 Shares 1,372 Est. Cost $208.92 Unrealized +14.6%
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $324 Shares 9,828 Est. Cost $28.35 Unrealized +25.8%
IXUS ISHARES TR 0.0%
Value ($000) $323 Shares 4,624 Est. Cost $66.18 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $319 Shares 2,447 Est. Cost $114.29 Unrealized +12.5%
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $317 Shares 12,177 Est. Cost $23.75 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $316 Shares 635 Est. Cost $417.42 Unrealized +18.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $316 Shares 1,491 Est. Cost $179.65 Unrealized +10.4%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $310 Shares 1,509 Est. Cost $175.96 Unrealized +32.6%
CHE CHEMED CORP NEW 0.0%
Value ($000) $309 Shares 502 Est. Cost $511.20 Unrealized +10.7%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $304 Shares 2,719 Est. Cost $175.71 Unrealized -8.1%
ZTS ZOETIS INC 0.0%
Value ($000) $302 Shares 1,836 Est. Cost $177.61 Unrealized -7.4%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $302 Shares 2,006 Est. Cost $227.39 Unrealized -26.3%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $300 Shares 6,248 Est. Cost $61.72 Unrealized -24.2%
GNTX GENTEX CORP 0.0%
Value ($000) $300 Shares 12,864 Est. Cost $28.88 Unrealized -11.5%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $299 Shares 4,068 Est. Cost $71.91 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $297 Shares 8,673 Est. Cost $37.32 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $296 Shares 13,053 Est. Cost $31.32 Unrealized -30.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $296 Shares 3,531 Est. Cost $82.56 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $296 Shares 1,221 Est. Cost $220.70 Unrealized +5.1%
WING WINGSTOP INC 0.0%
Value ($000) $295 Shares 1,307 Est. Cost $318.75 Unrealized -18.4%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $291 Shares 2,192 Est. Cost $117.32 Unrealized +20.3%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $289 Shares 3,658 Est. Cost $80.01 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $288 Shares 775 Est. Cost $337.88 Unrealized +11.6%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $288 Shares 2,527 Est. Cost $82.03 Unrealized +25.5%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $287 Shares 4,474 Est. Cost $64.08 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $286 Shares 4,900 Est. Cost $98.23 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $286 Shares 1,376 Est. Cost $145.96 Unrealized +29.3%
CG CARLYLE GROUP INC 0.0%
Value ($000) $286 Shares 6,552 Est. Cost $48.76 Unrealized -1.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $282 Shares 7,448 Est. Cost $37.81 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $281 Shares 6,660 Est. Cost $39.45 Unrealized +12.0%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $279 Shares 7,095 Est. Cost $34.26 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $279 Shares 3,409 Est. Cost $79.83 Unrealized
CPRJ CALAMOS ETF TR 0.0%
Value ($000) $275 Shares 11,082 Est. Cost $25.27 Unrealized
MDYV SPDR SER TR 0.0%
Value ($000) $273 Shares 3,545 Est. Cost $77.05 Unrealized
FISV FISERV INC 0.0%
Value ($000) $272 Shares 1,233 Est. Cost $206.53 Unrealized +6.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $271 Shares 1,313 Est. Cost $185.71 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $270 Shares 10,316 Est. Cost $27.67 Unrealized
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $267 Shares 21,823 Est. Cost $12.69 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $267 Shares 1,326 Est. Cost $208.54 Unrealized +2.1%
C CITIGROUP INC 0.0%
Value ($000) $266 Shares 3,750 Est. Cost $74.53 Unrealized 0.0%
REIT ALPS ETF TR 0.0%
Value ($000) $265 Shares 9,721 Est. Cost $29.14 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $265 Shares 268 Est. Cost $995.70 Unrealized +3.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $263 Shares 543 Est. Cost $425.59 Unrealized +9.5%
SUSA ISHARES TR 0.0%
Value ($000) $260 Shares 2,267 Est. Cost $93.90 Unrealized
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $259 Shares 4,331 Est. Cost $60.52 Unrealized 0.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $259 Shares 5,297 Est. Cost $56.26 Unrealized -0.5%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $259 Shares 595 Est. Cost $394.28 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $259 Shares 473 Est. Cost $547.18 Unrealized +8.0%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $257 Shares 14,298 Est. Cost $5.00 Unrealized +213.5%
SAIA SAIA INC 0.0%
Value ($000) $256 Shares 733 Est. Cost $299.28 Unrealized +45.3%
ANSYS INC 0.0%
Value ($000) $255 Shares 807 Est. Cost $298.37 Unrealized
CSX CSX CORP 0.0%
Value ($000) $255 Shares 8,651 Est. Cost $31.49 Unrealized -0.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $253 Shares 927 Est. Cost $255.81 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $252 Shares 2,572 Est. Cost $85.80 Unrealized +17.7%
HGER HARBOR ETF TRUST 0.0%
Value ($000) $251 Shares 10,436 Est. Cost $21.07 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $247 Shares 932 Est. Cost $268.91 Unrealized
CLIP GLOBAL X FDS 0.0%
Value ($000) $246 Shares 2,451 Est. Cost $100.42 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $246 Shares 729 Est. Cost $274.46 Unrealized +30.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $245 Shares 416 Est. Cost $540.22 Unrealized +3.2%
CBRE CBRE GROUP INC 0.0%
Value ($000) $243 Shares 1,858 Est. Cost $80.95 Unrealized +67.9%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $243 Shares 5,315 Est. Cost $47.35 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $238 Shares 2,330 Est. Cost $87.88 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $236 Shares 10,285 Est. Cost $22.98 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $235 Shares 1,240 Est. Cost $192.81 Unrealized +1.8%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $234 Shares 29,364 Est. Cost $6.76 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $233 Shares 19,032 Est. Cost $6.07 Unrealized
EXPO EXPONENT INC 0.0%
Value ($000) $230 Shares 2,841 Est. Cost $91.24 Unrealized -5.9%
SHM SPDR SER TR 0.0%
Value ($000) $230 Shares 4,832 Est. Cost $48.01 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $230 Shares 2,783 Est. Cost $108.15 Unrealized +3.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $229 Shares 3,784 Est. Cost $56.98 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $228 Shares 2,801 Est. Cost $69.09 Unrealized +11.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $228 Shares 1,948 Est. Cost $125.43 Unrealized +6.8%
MDYG SPDR SER TR 0.0%
Value ($000) $228 Shares 2,866 Est. Cost $79.46 Unrealized
PII POLARIS INC 0.0%
Value ($000) $226 Shares 5,527 Est. Cost $65.49 Unrealized -27.3%
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $225 Shares 8,361 Est. Cost $26.89 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $221 Shares 1,819 Est. Cost $156.88 Unrealized -15.5%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $220 Shares 4,868 Est. Cost $45.26 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $220 Shares 1,892 Est. Cost $99.53 Unrealized +6.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $219 Shares 2,133 Est. Cost $113.98 Unrealized -2.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $219 Shares 2,849 Est. Cost $75.61 Unrealized +6.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $217 Shares 841 Est. Cost $276.01 Unrealized -0.6%
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $217 Shares 4,534 Est. Cost $47.89 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $216 Shares 925 Est. Cost $208.55 Unrealized +16.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $216 Shares 3,310 Est. Cost $74.02 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $214 Shares 8,174 Est. Cost $25.44 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $213 Shares 2,901 Est. Cost $73.50 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $213 Shares 2,587 Est. Cost $76.72 Unrealized +5.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $212 Shares 46 Est. Cost $4749.08 Unrealized 0.0%
PSR INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $212 Shares 2,290 Est. Cost $92.53 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $210 Shares 569 Est. Cost $431.82 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $206 Shares 1,192 Est. Cost $151.68 Unrealized +6.9%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $206 Shares 8,048 Est. Cost $25.55 Unrealized
PPL PPL CORP 0.0%
Value ($000) $205 Shares 5,667 Est. Cost $32.92 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $204 Shares 767 Est. Cost $242.42 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $203 Shares 1,818 Est. Cost $111.87 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $203 Shares 2,620 Est. Cost $36.85 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $203 Shares 2,227 Est. Cost $91.03 Unrealized
NKE NIKE INC 0.0%
Value ($000) $202 Shares 3,181 Est. Cost $112.34 Unrealized -35.9%
SPTL SPDR SER TR 0.0%
Value ($000) $202 Shares 7,393 Est. Cost $27.26 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $201 Shares 1,493 Est. Cost $131.69 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $201 Shares 3,428 Est. Cost $52.12 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $200 Shares 8,217 Est. Cost $24.34 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $200 Shares 10,031 Est. Cost $19.93 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $175 Shares 33,298 Est. Cost $3.60 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $171 Shares 33,562 Est. Cost $9.60 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $151 Shares 12,348 Est. Cost $12.40 Unrealized
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $144 Shares 24,930 Est. Cost $5.55 Unrealized
CLOUGH GLOBAL EQUITY FD 0.0%
Value ($000) $138 Shares 21,937 Est. Cost $13.71 Unrealized
F FORD MTR CO 0.0%
Value ($000) $131 Shares 13,053 Est. Cost $9.24 Unrealized 0.0%
NUVEEN MULTI ASSET INCOME FU 0.0%
Value ($000) $125 Shares 10,389 Est. Cost $12.44 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $123 Shares 11,919 Est. Cost $10.29 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $116 Shares 10,134 Est. Cost $9.35 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $112 Shares 50,000 Est. Cost $174.96 Unrealized +31.9%
AAPL APPLE INC 0.0%
Value ($000) $25 Shares 61,200 Est. Cost $174.96 Unrealized +31.9%
SENSEONICS HLDGS INC 0.0%
Value ($000) $16 Shares 25,000 Est. Cost $0.35 Unrealized
TRX TRX GOLD CORPORATION 0.0%
Value ($000) $6 Shares 18,581 Est. Cost $0.37 Unrealized -13.7%