Intrua Financial, LLC Diversified Active

CIK: 0001812792 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: May 28, 2025

Total Value ($000): $590,965 (100.0% shares, 0.0% debt)

Holdings (347)

SPY SPDR S&P 500 ETF TR 6.5%
Value ($000) $38,473 Shares 90,000 Est. Cost $410.59 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 3.9%
Value ($000) $23,051 Shares 313,068 Est. Cost $77.14 Unrealized
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $22,075 Shares 51,640 Est. Cost $410.59 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $21,821 Shares 127,450 Est. Cost $101.72 Unrealized +78.2%
FIXD FIRST TR EXCHNG TRADED FD VI 2.5%
Value ($000) $14,629 Shares 347,854 Est. Cost $51.48 Unrealized
DDS DILLARDS INC 2.4%
Value ($000) $14,052 Shares 42,478 Est. Cost $285.05 Unrealized -1.0%
EMLP FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $12,932 Shares 489,483 Est. Cost $23.38 Unrealized
XOM EXXON MOBIL CORP 2.2%
Value ($000) $12,809 Shares 108,940 Est. Cost $70.95 Unrealized +42.4%
GSLC GOLDMAN SACHS ETF TR 2.1%
Value ($000) $12,648 Shares 150,155 Est. Cost $77.21 Unrealized
GLD SPDR GOLD TR 2.1%
Value ($000) $12,522 Shares 73,038 Est. Cost $175.70 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 1.6%
Value ($000) $9,453 Shares 420,453 Est. Cost $22.17 Unrealized
UUP INVESCO DB US DLR INDEX TR 1.6%
Value ($000) $9,190 Shares 309,107 Est. Cost $28.35 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $7,586 Shares 141,635 Est. Cost $54.94 Unrealized
XHB SPDR SER TR 1.2%
Value ($000) $7,356 Shares 96,069 Est. Cost $70.79 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $6,855 Shares 19,134 Est. Cost $327.43 Unrealized
USMV ISHARES TR 1.1%
Value ($000) $6,767 Shares 93,487 Est. Cost $75.63 Unrealized
SMH VANECK ETF TRUST 1.1%
Value ($000) $6,638 Shares 45,787 Est. Cost $152.25 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $6,373 Shares 126,995 Est. Cost $50.29 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $6,333 Shares 14,558 Est. Cost $14.98 Unrealized +198.9%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $6,097 Shares 36,157 Est. Cost $92.97 Unrealized +56.8%
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $5,910 Shares 41,710 Est. Cost $154.21 Unrealized
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $5,758 Shares 27,107 Est. Cost $197.24 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $5,617 Shares 17,789 Est. Cost $224.88 Unrealized +44.3%
BSJP INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $5,351 Shares 238,026 Est. Cost $22.48 Unrealized
IWB ISHARES TR 0.8%
Value ($000) $4,915 Shares 20,922 Est. Cost $237.14 Unrealized
IEFA ISHARES TR 0.8%
Value ($000) $4,860 Shares 75,531 Est. Cost $72.17 Unrealized
SCHD SCHWAB STRATEGIC TR 0.8%
Value ($000) $4,488 Shares 63,426 Est. Cost $74.33 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $4,458 Shares 35,071 Est. Cost $125.11 Unrealized +7.1%
MGY MAGNOLIA OIL & GAS CORP 0.7%
Value ($000) $4,296 Shares 187,500 Est. Cost $22.34 Unrealized 0.0%
SPTM SPDR SER TR 0.7%
Value ($000) $4,218 Shares 80,367 Est. Cost $48.90 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $4,104 Shares 27,840 Est. Cost $143.86 Unrealized
XLP SELECT SECTOR SPDR TR 0.7%
Value ($000) $4,068 Shares 59,123 Est. Cost $68.81 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $4,037 Shares 27,679 Est. Cost $122.26 Unrealized +17.9%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $3,871 Shares 24,856 Est. Cost $140.03 Unrealized +9.5%
SPYG SPDR SER TR 0.6%
Value ($000) $3,819 Shares 64,421 Est. Cost $57.66 Unrealized
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $3,621 Shares 13,299 Est. Cost $284.41 Unrealized
CFA VICTORY PORTFOLIOS II 0.6%
Value ($000) $3,530 Shares 51,837 Est. Cost $55.96 Unrealized
IJH ISHARES TR 0.6%
Value ($000) $3,455 Shares 13,854 Est. Cost $275.58 Unrealized
XLRE SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,445 Shares 101,112 Est. Cost $37.60 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,303 Shares 20,148 Est. Cost $140.61 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $3,264 Shares 98,945 Est. Cost $58.70 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $3,225 Shares 59,991 Est. Cost $42.21 Unrealized +19.2%
ABBV ABBVIE INC 0.5%
Value ($000) $3,173 Shares 21,289 Est. Cost $112.31 Unrealized +20.5%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $3,056 Shares 68,930 Est. Cost $38.54 Unrealized +7.7%
ENB ENBRIDGE INC 0.5%
Value ($000) $2,939 Shares 88,535 Est. Cost $29.38 Unrealized +3.4%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2,907 Shares 20,046 Est. Cost $110.74 Unrealized +28.5%
SDY SPDR SER TR 0.5%
Value ($000) $2,906 Shares 25,270 Est. Cost $114.61 Unrealized
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,895 Shares 17,984 Est. Cost $160.98 Unrealized
FSK FS KKR CAP CORP 0.5%
Value ($000) $2,845 Shares 144,475 Est. Cost $10.28 Unrealized +35.0%
INTC INTEL CORP 0.5%
Value ($000) $2,783 Shares 78,292 Est. Cost $39.92 Unrealized -14.3%
O REALTY INCOME CORP 0.5%
Value ($000) $2,676 Shares 53,590 Est. Cost $54.39 Unrealized -7.8%
MDT MEDTRONIC PLC 0.4%
Value ($000) $2,631 Shares 33,581 Est. Cost $79.08 Unrealized -1.6%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $2,617 Shares 16,460 Est. Cost $157.23 Unrealized +1.1%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $2,611 Shares 18,931 Est. Cost $141.17 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.4%
Value ($000) $2,595 Shares 478,717 Est. Cost $4.73 Unrealized
SPYV SPDR SER TR 0.4%
Value ($000) $2,472 Shares 59,903 Est. Cost $40.05 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $2,465 Shares 14,547 Est. Cost $148.34 Unrealized +12.7%
IVV ISHARES TR 0.4%
Value ($000) $2,386 Shares 5,557 Est. Cost $430.62 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $2,369 Shares 25,112 Est. Cost $111.81 Unrealized
T AT&T INC 0.4%
Value ($000) $2,368 Shares 157,639 Est. Cost $15.60 Unrealized -17.0%
SPYD SPDR SER TR 0.4%
Value ($000) $2,335 Shares 66,572 Est. Cost $38.15 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $2,318 Shares 71,518 Est. Cost $38.78 Unrealized -25.2%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $2,263 Shares 82,687 Est. Cost $22.54 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,263 Shares 18,889 Est. Cost $44.28 Unrealized +143.6%
PAA PLAINS ALL AMERN PIPELINE L 0.4%
Value ($000) $2,254 Shares 147,123 Est. Cost $14.10 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,209 Shares 66,584 Est. Cost $34.21 Unrealized -10.6%
AMGN AMGEN INC 0.4%
Value ($000) $2,179 Shares 8,108 Est. Cost $209.78 Unrealized +10.5%
VOOV VANGUARD ADMIRAL FDS INC 0.4%
Value ($000) $2,131 Shares 14,333 Est. Cost $141.13 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,126 Shares 4 Est. Cost $274034.30 Unrealized +96.7%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,029 Shares 13,015 Est. Cost $157.87 Unrealized -3.9%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,977 Shares 6,977 Est. Cost $243.91 Unrealized +12.7%
EOG EOG RES INC 0.3%
Value ($000) $1,967 Shares 15,514 Est. Cost $101.08 Unrealized +15.9%
PNW PINNACLE WEST CAP CORP 0.3%
Value ($000) $1,866 Shares 25,325 Est. Cost $63.70 Unrealized +12.7%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,836 Shares 14,262 Est. Cost $127.91 Unrealized
LIN LINDE PLC 0.3%
Value ($000) $1,800 Shares 4,835 Est. Cost $323.67 Unrealized +14.0%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,788 Shares 13,663 Est. Cost $106.96 Unrealized +20.0%
PPG PPG INDS INC 0.3%
Value ($000) $1,763 Shares 13,584 Est. Cost $123.40 Unrealized +7.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,741 Shares 4,971 Est. Cost $212.18 Unrealized +67.2%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $1,654 Shares 19,794 Est. Cost $74.25 Unrealized +13.3%
SNA SNAP ON INC 0.3%
Value ($000) $1,641 Shares 6,435 Est. Cost $227.20 Unrealized +11.7%
AVB AVALONBAY CMNTYS INC 0.3%
Value ($000) $1,624 Shares 9,456 Est. Cost $174.51 Unrealized -2.9%
DGRO ISHARES TR 0.3%
Value ($000) $1,601 Shares 32,325 Est. Cost $46.51 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,559 Shares 35,666 Est. Cost $48.96 Unrealized
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $1,547 Shares 18,092 Est. Cost $84.95 Unrealized -1.2%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $1,546 Shares 20,763 Est. Cost $66.06 Unrealized +14.8%
RL RALPH LAUREN CORP 0.3%
Value ($000) $1,545 Shares 13,305 Est. Cost $107.13 Unrealized +8.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,511 Shares 32,199 Est. Cost $46.93 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,472 Shares 44,522 Est. Cost $39.50 Unrealized -17.7%
ABT ABBOTT LABS 0.2%
Value ($000) $1,467 Shares 15,143 Est. Cost $103.28 Unrealized -2.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,460 Shares 2,896 Est. Cost $331.87 Unrealized +41.6%
AVGO BROADCOM INC 0.2%
Value ($000) $1,430 Shares 1,722 Est. Cost $33.59 Unrealized +150.0%
CME CME GROUP INC 0.2%
Value ($000) $1,405 Shares 7,017 Est. Cost $163.47 Unrealized +10.2%
AFL AFLAC INC 0.2%
Value ($000) $1,404 Shares 18,291 Est. Cost $63.77 Unrealized +10.6%
DON WISDOMTREE TR 0.2%
Value ($000) $1,397 Shares 34,105 Est. Cost $33.14 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,394 Shares 3,549 Est. Cost $392.34 Unrealized
BBY BEST BUY INC 0.2%
Value ($000) $1,387 Shares 19,972 Est. Cost $71.19 Unrealized -3.5%
BCE BCE INC 0.2%
Value ($000) $1,367 Shares 35,817 Est. Cost $36.13 Unrealized -4.2%
KO COCA COLA CO 0.2%
Value ($000) $1,346 Shares 24,048 Est. Cost $46.76 Unrealized +19.2%
GOOG ALPHABET INC 0.2%
Value ($000) $1,325 Shares 10,053 Est. Cost $109.37 Unrealized +18.0%
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $1,309 Shares 45,689 Est. Cost $28.87 Unrealized +4.9%
EVRG EVERGY INC 0.2%
Value ($000) $1,278 Shares 25,217 Est. Cost $53.65 Unrealized -4.6%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $1,271 Shares 37,775 Est. Cost $28.79 Unrealized +5.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,269 Shares 3,103 Est. Cost $328.61 Unrealized +26.3%
TSN TYSON FOODS INC 0.2%
Value ($000) $1,229 Shares 24,335 Est. Cost $54.98 Unrealized -11.0%
NKE NIKE INC 0.2%
Value ($000) $1,201 Shares 12,565 Est. Cost $106.05 Unrealized -7.4%
PSA PUBLIC STORAGE 0.2%
Value ($000) $1,198 Shares 4,545 Est. Cost $277.32 Unrealized -8.5%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,189 Shares 4,512 Est. Cost $200.28 Unrealized +34.6%
TBLL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,139 Shares 10,799 Est. Cost $105.41 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,123 Shares 4,115 Est. Cost $204.80 Unrealized +27.7%
BP BP PLC 0.2%
Value ($000) $1,119 Shares 28,905 Est. Cost $32.81 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,086 Shares 4,342 Est. Cost $223.77 Unrealized +14.8%
BNS BANK NOVA SCOTIA HALIFAX 0.2%
Value ($000) $1,076 Shares 23,595 Est. Cost $45.87 Unrealized -7.8%
PSX PHILLIPS 66 0.2%
Value ($000) $1,072 Shares 8,919 Est. Cost $67.20 Unrealized +53.8%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $1,038 Shares 73,955 Est. Cost $10.82 Unrealized
TOTALENERGIES SE 0.2%
Value ($000) $1,008 Shares 15,329 Est. Cost $52.54 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $1,005 Shares 14,400 Est. Cost $61.92 Unrealized +4.3%
SHEL SHELL PLC 0.2%
Value ($000) $1,004 Shares 15,594 Est. Cost $54.92 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $1,000 Shares 24,323 Est. Cost $48.41 Unrealized -16.4%
SHY ISHARES TR 0.2%
Value ($000) $984 Shares 12,157 Est. Cost $83.30 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $974 Shares 41,440 Est. Cost $23.54 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $970 Shares 58,525 Est. Cost $13.82 Unrealized +10.4%
LLY ELI LILLY & CO 0.2%
Value ($000) $958 Shares 1,784 Est. Cost $227.21 Unrealized +123.0%
WMT WALMART INC 0.2%
Value ($000) $936 Shares 5,853 Est. Cost $43.07 Unrealized +20.3%
TLT ISHARES TR 0.2%
Value ($000) $931 Shares 10,501 Est. Cost $88.69 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.2%
Value ($000) $930 Shares 28,033 Est. Cost $29.71 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $922 Shares 5,214 Est. Cost $210.52 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $921 Shares 10,185 Est. Cost $83.55 Unrealized
MMM 3M CO 0.2%
Value ($000) $919 Shares 9,814 Est. Cost $104.40 Unrealized -23.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $917 Shares 10,387 Est. Cost $83.92 Unrealized -0.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $910 Shares 12,144 Est. Cost $61.16 Unrealized +15.6%
CM CANADIAN IMPERIAL BK COMM TO 0.2%
Value ($000) $898 Shares 23,269 Est. Cost $41.03 Unrealized -8.9%
SPSM SPDR SER TR 0.2%
Value ($000) $893 Shares 24,196 Est. Cost $38.26 Unrealized
NEW YORK CMNTY BANCORP INC 0.2%
Value ($000) $887 Shares 78,213 Est. Cost $10.69 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $882 Shares 23,717 Est. Cost $37.99 Unrealized
EES WISDOMTREE TR 0.1%
Value ($000) $855 Shares 19,754 Est. Cost $35.93 Unrealized
V VISA INC 0.1%
Value ($000) $836 Shares 3,635 Est. Cost $193.89 Unrealized +21.8%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $834 Shares 10,612 Est. Cost $78.55 Unrealized
GSK GSK PLC 0.1%
Value ($000) $833 Shares 22,969 Est. Cost $29.85 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $819 Shares 7,408 Est. Cost $75.40 Unrealized +17.6%
D DOMINION ENERGY INC 0.1%
Value ($000) $815 Shares 18,255 Est. Cost $54.68 Unrealized -19.5%
PHYSICIANS RLTY TR 0.1%
Value ($000) $811 Shares 66,505 Est. Cost $18.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $773 Shares 19,720 Est. Cost $45.70 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $763 Shares 7,530 Est. Cost $101.38 Unrealized
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $760 Shares 80,152 Est. Cost $15.36 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $754 Shares 10,943 Est. Cost $72.55 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $739 Shares 7,181 Est. Cost $77.85 Unrealized +28.2%
BA BOEING CO 0.1%
Value ($000) $713 Shares 3,717 Est. Cost $174.16 Unrealized +25.6%
DOW DOW INC 0.1%
Value ($000) $708 Shares 13,737 Est. Cost $37.02 Unrealized +25.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $698 Shares 1,763 Est. Cost $311.36 Unrealized +27.3%
IWR ISHARES TR 0.1%
Value ($000) $697 Shares 10,072 Est. Cost $78.66 Unrealized
DIVB ISHARES TR 0.1%
Value ($000) $696 Shares 18,689 Est. Cost $40.21 Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $692 Shares 42,942 Est. Cost $12.04 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $692 Shares 12,071 Est. Cost $66.06 Unrealized -2.5%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $691 Shares 20,833 Est. Cost $33.69 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $686 Shares 3,103 Est. Cost $159.51 Unrealized +32.4%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $680 Shares 16,631 Est. Cost $40.36 Unrealized +0.8%
KELLANOVA 0.1%
Value ($000) $678 Shares 11,386 Est. Cost $52.02 Unrealized +5.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $677 Shares 4,355 Est. Cost $162.72 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $670 Shares 4,427 Est. Cost $68.33 Unrealized +94.1%
BAC BANK AMERICA CORP 0.1%
Value ($000) $668 Shares 24,381 Est. Cost $30.59 Unrealized -9.1%
LTC LTC PPTYS INC 0.1%
Value ($000) $667 Shares 20,765 Est. Cost $34.66 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $666 Shares 10,287 Est. Cost $57.18 Unrealized +11.5%
EMB ISHARES TR 0.1%
Value ($000) $662 Shares 8,025 Est. Cost $96.83 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $653 Shares 22,834 Est. Cost $37.47 Unrealized -27.5%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $644 Shares 6,231 Est. Cost $107.87 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $631 Shares 2,817 Est. Cost $250.74 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $620 Shares 9,459 Est. Cost $65.57 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $620 Shares 12,821 Est. Cost $50.64 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $613 Shares 8,512 Est. Cost $75.85 Unrealized +7.1%
ARKK ARK ETF TR 0.1%
Value ($000) $613 Shares 15,441 Est. Cost $94.82 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $606 Shares 8,121 Est. Cost $22.14 Unrealized +35.0%
ESGU ISHARES TR 0.1%
Value ($000) $596 Shares 6,342 Est. Cost $97.64 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $589 Shares 16,078 Est. Cost $39.90 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $587 Shares 5,287 Est. Cost $87.77 Unrealized +25.4%
HD HOME DEPOT INC 0.1%
Value ($000) $586 Shares 1,940 Est. Cost $230.17 Unrealized +31.6%
AGGY WISDOMTREE TR 0.1%
Value ($000) $585 Shares 14,099 Est. Cost $53.17 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $584 Shares 9,213 Est. Cost $55.21 Unrealized +5.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $568 Shares 9,742 Est. Cost $29.82 Unrealized +82.5%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $554 Shares 16,574 Est. Cost $35.32 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $553 Shares 5,724 Est. Cost $76.08 Unrealized +19.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $550 Shares 3,920 Est. Cost $114.06 Unrealized +15.5%
LOW LOWES COS INC 0.1%
Value ($000) $549 Shares 2,643 Est. Cost $194.85 Unrealized +10.3%
IAU ISHARES GOLD TR 0.1%
Value ($000) $543 Shares 15,522 Est. Cost $33.38 Unrealized
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $532 Shares 20,726 Est. Cost $26.51 Unrealized
PSTL POSTAL REALTY TRUST INC 0.1%
Value ($000) $526 Shares 38,961 Est. Cost $14.88 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $516 Shares 2,795 Est. Cost $142.81 Unrealized +21.7%
DURA VANECK ETF TRUST 0.1%
Value ($000) $516 Shares 17,036 Est. Cost $30.70 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $511 Shares 10,459 Est. Cost $53.35 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $505 Shares 6,657 Est. Cost $73.95 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $504 Shares 6,696 Est. Cost $79.09 Unrealized -6.0%
UNILEVER PLC 0.1%
Value ($000) $503 Shares 10,176 Est. Cost $52.97 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $495 Shares 5,700 Est. Cost $58.58 Unrealized +48.0%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $494 Shares 2,176 Est. Cost $239.89 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $492 Shares 6,074 Est. Cost $126.46 Unrealized -34.0%
EASTERLY GOVT PPTYS INC 0.1%
Value ($000) $492 Shares 43,062 Est. Cost $19.42 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $491 Shares 3,996 Est. Cost $133.07 Unrealized -13.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $490 Shares 5,293 Est. Cost $85.98 Unrealized +0.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $488 Shares 8,403 Est. Cost $56.29 Unrealized -3.5%
ORCL ORACLE CORP 0.1%
Value ($000) $487 Shares 4,598 Est. Cost $80.16 Unrealized +40.7%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $487 Shares 13,023 Est. Cost $34.46 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $483 Shares 10,516 Est. Cost $47.59 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $479 Shares 12,234 Est. Cost $42.81 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $476 Shares 7,524 Est. Cost $48.80 Unrealized +27.9%
CF CF INDS HLDGS INC 0.1%
Value ($000) $475 Shares 5,537 Est. Cost $68.76 Unrealized +8.6%
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $474 Shares 4,268 Est. Cost $97.60 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $471 Shares 45,272 Est. Cost $11.75 Unrealized -14.1%
GTY GETTY RLTY CORP NEW 0.1%
Value ($000) $470 Shares 16,935 Est. Cost $27.66 Unrealized
BLACKROCK INC 0.1%
Value ($000) $468 Shares 724 Est. Cost $803.25 Unrealized
AOR ISHARES TR 0.1%
Value ($000) $455 Shares 9,216 Est. Cost $53.49 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $452 Shares 9,739 Est. Cost $51.25 Unrealized
TRP TC ENERGY CORP 0.1%
Value ($000) $450 Shares 13,069 Est. Cost $36.09 Unrealized -9.3%
STAG STAG INDL INC 0.1%
Value ($000) $448 Shares 12,988 Est. Cost $30.47 Unrealized
IUS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $445 Shares 11,175 Est. Cost $37.90 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $443 Shares 1,477 Est. Cost $201.43 Unrealized +48.5%
KEY KEYCORP 0.1%
Value ($000) $442 Shares 41,044 Est. Cost $14.03 Unrealized -30.5%
EEM ISHARES TR 0.1%
Value ($000) $440 Shares 11,598 Est. Cost $54.58 Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $439 Shares 9,501 Est. Cost $71.51 Unrealized -28.1%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $424 Shares 3,482 Est. Cost $108.62 Unrealized +17.1%
ARKG ARK ETF TR 0.1%
Value ($000) $422 Shares 15,135 Est. Cost $82.51 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $421 Shares 1,752 Est. Cost $227.26 Unrealized +1.7%
AGG ISHARES TR 0.1%
Value ($000) $420 Shares 4,462 Est. Cost $98.80 Unrealized
ARKW ARK ETF TR 0.1%
Value ($000) $417 Shares 7,699 Est. Cost $155.11 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $414 Shares 2,042 Est. Cost $210.62 Unrealized +1.4%
GLOBAL MED REIT INC 0.1%
Value ($000) $405 Shares 45,188 Est. Cost $10.48 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $405 Shares 9,626 Est. Cost $31.40 Unrealized +16.0%
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $405 Shares 6,713 Est. Cost $68.15 Unrealized -8.5%
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $402 Shares 4,363 Est. Cost $80.00 Unrealized
NNN NNN REIT INC 0.1%
Value ($000) $397 Shares 11,223 Est. Cost $41.28 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $394 Shares 28,244 Est. Cost $13.80 Unrealized
JPUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $393 Shares 4,180 Est. Cost $93.98 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $390 Shares 1,697 Est. Cost $213.32 Unrealized
APA APA CORPORATION 0.1%
Value ($000) $388 Shares 9,442 Est. Cost $32.51 Unrealized +15.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $382 Shares 677 Est. Cost $403.78 Unrealized +31.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $381 Shares 1,242 Est. Cost $236.49 Unrealized +28.7%
UNP UNION PAC CORP 0.1%
Value ($000) $381 Shares 1,870 Est. Cost $159.07 Unrealized +29.6%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $377 Shares 14,826 Est. Cost $35.18 Unrealized -20.1%
WMB WILLIAMS COS INC 0.1%
Value ($000) $376 Shares 11,153 Est. Cost $27.13 Unrealized +13.8%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $374 Shares 68,591 Est. Cost $15.83 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $372 Shares 7,451 Est. Cost $50.16 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $371 Shares 6,520 Est. Cost $57.17 Unrealized -0.8%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $370 Shares 3,059 Est. Cost $104.10 Unrealized +9.1%
TU TELUS CORPORATION 0.1%
Value ($000) $368 Shares 22,537 Est. Cost $21.79 Unrealized -19.2%
LIT GLOBAL X FDS 0.1%
Value ($000) $365 Shares 6,622 Est. Cost $85.82 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $364 Shares 18,703 Est. Cost $14.08 Unrealized +9.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $362 Shares 5,222 Est. Cost $49.45 Unrealized +35.9%
CLX CLOROX CO DEL 0.1%
Value ($000) $359 Shares 2,742 Est. Cost $148.87 Unrealized -6.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $357 Shares 2,343 Est. Cost $121.98 Unrealized +27.9%
IEZ ISHARES TR 0.1%
Value ($000) $356 Shares 14,829 Est. Cost $22.04 Unrealized
IVT INVENTRUST PPTYS CORP 0.1%
Value ($000) $351 Shares 14,721 Est. Cost $24.94 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $345 Shares 3,476 Est. Cost $114.35 Unrealized -13.6%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $344 Shares 4,287 Est. Cost $74.03 Unrealized +11.0%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $343 Shares 4,067 Est. Cost $82.01 Unrealized -3.0%
FTSD FRANKLIN ETF TR 0.1%
Value ($000) $341 Shares 3,823 Est. Cost $95.83 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $333 Shares 6,159 Est. Cost $73.84 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $331 Shares 3,064 Est. Cost $102.27 Unrealized +0.9%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $331 Shares 12,061 Est. Cost $28.43 Unrealized -4.7%
WCLD WISDOMTREE TR 0.1%
Value ($000) $324 Shares 10,924 Est. Cost $53.53 Unrealized
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $323 Shares 12,065 Est. Cost $32.43 Unrealized -20.6%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $320 Shares 4,960 Est. Cost $70.94 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $318 Shares 1,163 Est. Cost $201.58 Unrealized +38.9%
ATI ATI INC 0.1%
Value ($000) $316 Shares 7,680 Est. Cost $29.27 Unrealized +51.8%
FPX FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $316 Shares 3,758 Est. Cost $111.78 Unrealized
HR HEALTHCARE RLTY TR 0.1%
Value ($000) $313 Shares 20,469 Est. Cost $20.86 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $312 Shares 11,926 Est. Cost $27.51 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $311 Shares 1,578 Est. Cost $212.70 Unrealized -3.6%
IRM IRON MTN INC DEL 0.1%
Value ($000) $310 Shares 5,214 Est. Cost $37.70 Unrealized +49.4%
KVUE KENVUE INC 0.1%
Value ($000) $308 Shares 15,352 Est. Cost $21.04 Unrealized 0.0%
KOMP SPDR SER TR 0.1%
Value ($000) $307 Shares 7,746 Est. Cost $53.72 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $305 Shares 1,744 Est. Cost $151.45 Unrealized +16.8%
F FORD MTR CO DEL 0.1%
Value ($000) $304 Shares 24,447 Est. Cost $8.77 Unrealized +26.5%
ADSK AUTODESK INC 0.1%
Value ($000) $302 Shares 1,461 Est. Cost $201.82 Unrealized +4.1%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $298 Shares 9,619 Est. Cost $34.73 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $294 Shares 5,744 Est. Cost $29.13 Unrealized +76.9%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $290 Shares 6,358 Est. Cost $45.70 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $289 Shares 698 Est. Cost $396.21 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $289 Shares 3,975 Est. Cost $111.13 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $286 Shares 1,080 Est. Cost $221.67 Unrealized +11.3%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $283 Shares 1,361 Est. Cost $225.73 Unrealized
SURE ADVISORSHARES TR 0.0%
Value ($000) $281 Shares 2,966 Est. Cost $95.33 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $281 Shares 91 Est. Cost $2979.20 Unrealized 0.0%
FNB F N B CORP 0.0%
Value ($000) $280 Shares 25,977 Est. Cost $10.27 Unrealized +5.6%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $279 Shares 2,951 Est. Cost $76.02 Unrealized +6.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $275 Shares 6,799 Est. Cost $29.68 Unrealized +24.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $271 Shares 1,662 Est. Cost $167.74 Unrealized -4.7%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $270 Shares 2,919 Est. Cost $44.83 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $266 Shares 1,245 Est. Cost $160.16 Unrealized +30.9%
JNK SPDR SER TR 0.0%
Value ($000) $265 Shares 2,937 Est. Cost $91.94 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $264 Shares 2,918 Est. Cost $87.02 Unrealized +1.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $263 Shares 2,174 Est. Cost $117.84 Unrealized -0.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $262 Shares 517 Est. Cost $358.38 Unrealized +47.6%
BXP BOSTON PROPERTIES INC 0.0%
Value ($000) $260 Shares 4,366 Est. Cost $44.61 Unrealized +25.2%
SIXG ETF SER SOLUTIONS 0.0%
Value ($000) $259 Shares 8,300 Est. Cost $36.93 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $259 Shares 1,126 Est. Cost $201.17 Unrealized +14.4%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $257 Shares 3,790 Est. Cost $78.89 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $256 Shares 2,517 Est. Cost $86.26 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $256 Shares 1,316 Est. Cost $195.78 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $253 Shares 2,749 Est. Cost $99.63 Unrealized -9.3%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $245 Shares 2,309 Est. Cost $108.41 Unrealized +1.5%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $244 Shares 559 Est. Cost $411.35 Unrealized +1.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $244 Shares 3,760 Est. Cost $57.29 Unrealized +5.2%
DLN WISDOMTREE TR 0.0%
Value ($000) $243 Shares 3,951 Est. Cost $86.42 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $242 Shares 962 Est. Cost $158.55 Unrealized +57.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $238 Shares 4,042 Est. Cost $65.18 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $238 Shares 4,175 Est. Cost $49.10 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $237 Shares 6,977 Est. Cost $31.53 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $236 Shares 93 Est. Cost $2509.45 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $236 Shares 1,552 Est. Cost $145.65 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $234 Shares 1,024 Est. Cost $212.93 Unrealized +7.3%
ILCB ISHARES TR 0.0%
Value ($000) $234 Shares 3,966 Est. Cost $53.57 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $233 Shares 3,987 Est. Cost $202.34 Unrealized -67.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $233 Shares 3,642 Est. Cost $50.36 Unrealized +28.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $231 Shares 525 Est. Cost $314.30 Unrealized +34.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $230 Shares 1,838 Est. Cost $122.41 Unrealized +2.6%
NFLX NETFLIX INC 0.0%
Value ($000) $228 Shares 603 Est. Cost $28.64 Unrealized +48.0%
DXCM DEXCOM INC 0.0%
Value ($000) $228 Shares 2,440 Est. Cost $109.79 Unrealized +2.7%
NOBL PROSHARES TR 0.0%
Value ($000) $228 Shares 2,570 Est. Cost $88.56 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $227 Shares 523 Est. Cost $416.71 Unrealized 0.0%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $227 Shares 7,130 Est. Cost $58.19 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $225 Shares 907 Est. Cost $165.50 Unrealized +33.0%
PPL PPL CORP 0.0%
Value ($000) $224 Shares 9,501 Est. Cost $24.93 Unrealized -4.5%
VRSN VERISIGN INC 0.0%
Value ($000) $224 Shares 1,104 Est. Cost $205.84 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $222 Shares 2,583 Est. Cost $87.84 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $222 Shares 2,010 Est. Cost $141.90 Unrealized -18.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $222 Shares 585 Est. Cost $371.81 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $221 Shares 3,760 Est. Cost $67.63 Unrealized -2.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $218 Shares 240 Est. Cost $62.73 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $216 Shares 1,243 Est. Cost $204.56 Unrealized -14.5%
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $216 Shares 5,498 Est. Cost $40.96 Unrealized
XFDEX FIRST TR DYNAMIC EUROPE EQUI 0.0%
Value ($000) $216 Shares 17,410 Est. Cost $12.75 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $214 Shares 4,525 Est. Cost $51.72 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $214 Shares 9,602 Est. Cost $32.44 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $212 Shares 4,186 Est. Cost $78.57 Unrealized
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $211 Shares 1,195 Est. Cost $176.94 Unrealized
VFC V F CORP 0.0%
Value ($000) $209 Shares 11,850 Est. Cost $50.43 Unrealized -62.3%
INGR INGREDION INC 0.0%
Value ($000) $209 Shares 2,125 Est. Cost $88.58 Unrealized +17.1%
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $205 Shares 6,375 Est. Cost $41.63 Unrealized
SNY SANOFI 0.0%
Value ($000) $203 Shares 3,779 Est. Cost $53.64 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $202 Shares 3,531 Est. Cost $60.48 Unrealized -8.8%
DRIV GLOBAL X FDS 0.0%
Value ($000) $202 Shares 8,600 Est. Cost $26.04 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $202 Shares 612 Est. Cost $330.58 Unrealized 0.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $201 Shares 1,443 Est. Cost $118.18 Unrealized +1.8%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $196 Shares 10,689 Est. Cost $17.60 Unrealized +0.3%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $192 Shares 32,458 Est. Cost $7.49 Unrealized -10.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $163 Shares 10,160 Est. Cost $15.93 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $148 Shares 13,644 Est. Cost $17.13 Unrealized -27.1%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $132 Shares 11,951 Est. Cost $12.00 Unrealized -5.5%
TELLURIAN INC NEW 0.0%
Value ($000) $25 Shares 21,830 Est. Cost $3.47 Unrealized