Diligent Investors, LLC Diversified Active

CIK: 0001549042 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 22, 2025

Total Value ($000): $422,148 (100.0% shares, 0.0% debt)

Holdings (335)

SPYG SPDR SERIES TRUST 4.1%
Value ($000) $17,141 Shares 179,826 Est. Cost $49.66 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $16,722 Shares 81,504 Est. Cost $97.94 Unrealized +105.6%
SPYV SPDR SERIES TRUST 3.6%
Value ($000) $14,989 Shares 286,385 Est. Cost $35.65 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $10,928 Shares 21,971 Est. Cost $52.32 Unrealized +726.5%
SCHO SCHWAB STRATEGIC TR 2.4%
Value ($000) $10,003 Shares 410,300 Est. Cost $24.65 Unrealized
SPDW SPDR INDEX SHS FDS 1.9%
Value ($000) $8,141 Shares 201,072 Est. Cost $32.32 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $6,111 Shares 38,678 Est. Cost $99.00 Unrealized +27.1%
V VISA INC 1.4%
Value ($000) $6,080 Shares 17,126 Est. Cost $61.33 Unrealized +465.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $6,027 Shares 12,408 Est. Cost $203.71 Unrealized +149.3%
VGSH VANGUARD SCOTTSDALE FDS 1.4%
Value ($000) $5,878 Shares 100,000 Est. Cost $58.78 Unrealized
SPTS SPDR SERIES TRUST 1.4%
Value ($000) $5,858 Shares 200,000 Est. Cost $29.29 Unrealized
MDYG SPDR SERIES TRUST 1.4%
Value ($000) $5,710 Shares 65,734 Est. Cost $73.70 Unrealized
MDYV SPDR SERIES TRUST 1.3%
Value ($000) $5,610 Shares 70,629 Est. Cost $65.61 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $5,022 Shares 6,804 Est. Cost $247.49 Unrealized +149.2%
PAUG INNOVATOR ETFS TRUST 1.1%
Value ($000) $4,784 Shares 118,243 Est. Cost $31.66 Unrealized
SPGI S&P GLOBAL INC 1.0%
Value ($000) $4,351 Shares 8,252 Est. Cost $96.34 Unrealized +415.5%
DIS DISNEY WALT CO 1.0%
Value ($000) $4,343 Shares 35,020 Est. Cost $87.66 Unrealized +17.3%
AMZN AMAZON COM INC 1.0%
Value ($000) $4,158 Shares 18,954 Est. Cost $137.59 Unrealized +43.8%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $3,844 Shares 26,843 Est. Cost $99.19 Unrealized +38.1%
PMAR INNOVATOR ETFS TRUST 0.9%
Value ($000) $3,781 Shares 89,536 Est. Cost $36.70 Unrealized
WMT WALMART INC 0.8%
Value ($000) $3,535 Shares 36,149 Est. Cost $45.09 Unrealized +110.2%
QCOM QUALCOMM INC 0.8%
Value ($000) $3,430 Shares 21,536 Est. Cost $47.45 Unrealized +205.6%
SCHA SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,401 Shares 134,442 Est. Cost $45.62 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $3,162 Shares 10,907 Est. Cost $124.45 Unrealized +103.0%
PJAN INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,061 Shares 69,478 Est. Cost $33.99 Unrealized
BAC BANK AMERICA CORP 0.7%
Value ($000) $2,936 Shares 62,037 Est. Cost $22.43 Unrealized +84.8%
TSLA TESLA INC 0.7%
Value ($000) $2,747 Shares 8,646 Est. Cost $238.89 Unrealized +26.1%
PAPR INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,738 Shares 73,424 Est. Cost $30.94 Unrealized
AMH AMERICAN HOMES 4 RENT 0.6%
Value ($000) $2,728 Shares 75,619 Est. Cost $30.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $2,676 Shares 9,076 Est. Cost $114.75 Unrealized +121.2%
NJAN INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,647 Shares 52,159 Est. Cost $40.66 Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $2,629 Shares 3,715 Est. Cost $225.33 Unrealized +153.7%
BAUG INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,593 Shares 56,350 Est. Cost $31.03 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,531 Shares 15,887 Est. Cost $69.20 Unrealized +132.3%
BSEP INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,524 Shares 55,893 Est. Cost $33.40 Unrealized
PDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,520 Shares 62,978 Est. Cost $35.90 Unrealized
AMAT APPLIED MATLS INC 0.6%
Value ($000) $2,499 Shares 13,652 Est. Cost $20.55 Unrealized +666.0%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,469 Shares 14,010 Est. Cost $114.33 Unrealized +42.8%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.6%
Value ($000) $2,373 Shares 27,968 Est. Cost $63.17 Unrealized
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $2,292 Shares 53,636 Est. Cost $38.37 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.5%
Value ($000) $2,290 Shares 28,892 Est. Cost $77.51 Unrealized -1.2%
XFEB FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $2,261 Shares 66,648 Est. Cost $30.68 Unrealized
QFLR INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,258 Shares 75,665 Est. Cost $26.86 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $2,204 Shares 22,213 Est. Cost $112.73 Unrealized
BX BLACKSTONE INC 0.5%
Value ($000) $2,183 Shares 14,593 Est. Cost $43.58 Unrealized +210.1%
PSEP INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,109 Shares 51,572 Est. Cost $31.17 Unrealized
POCT INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,104 Shares 50,956 Est. Cost $29.43 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $2,084 Shares 13,361 Est. Cost $43.72 Unrealized +260.0%
BA BOEING CO 0.5%
Value ($000) $2,078 Shares 9,917 Est. Cost $204.94 Unrealized -7.8%
PFEB INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,070 Shares 54,470 Est. Cost $33.09 Unrealized
CTVA CORTEVA INC 0.5%
Value ($000) $2,048 Shares 27,482 Est. Cost $25.03 Unrealized +164.3%
BUFF INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,016 Shares 42,895 Est. Cost $41.20 Unrealized
MS MORGAN STANLEY 0.5%
Value ($000) $2,002 Shares 14,213 Est. Cost $29.73 Unrealized +306.8%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,968 Shares 6,170 Est. Cost $103.77 Unrealized +169.2%
NFLX NETFLIX INC 0.5%
Value ($000) $1,944 Shares 1,452 Est. Cost $50.71 Unrealized +123.0%
BLACKROCK MUNIHLDNGS CALI QL 0.4%
Value ($000) $1,873 Shares 180,928 Est. Cost $12.18 Unrealized
NJUL INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,866 Shares 27,410 Est. Cost $49.67 Unrealized
SFEB FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,849 Shares 86,578 Est. Cost $20.39 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,835 Shares 5,006 Est. Cost $187.11 Unrealized +90.2%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,760 Shares 4,534 Est. Cost $151.07 Unrealized +119.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,750 Shares 25,222 Est. Cost $22.62 Unrealized +167.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,718 Shares 11,244 Est. Cost $106.85 Unrealized +41.2%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,656 Shares 6,600 Est. Cost $180.55 Unrealized +25.8%
TJUL INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,647 Shares 57,415 Est. Cost $25.24 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $1,643 Shares 10,222 Est. Cost $103.59 Unrealized +47.4%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,641 Shares 15,221 Est. Cost $81.08 Unrealized +28.9%
PJUL INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,626 Shares 37,086 Est. Cost $33.95 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,623 Shares 37,510 Est. Cost $35.03 Unrealized +19.4%
KJUL INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,614 Shares 55,299 Est. Cost $25.69 Unrealized
SLYG SPDR SERIES TRUST 0.4%
Value ($000) $1,608 Shares 18,118 Est. Cost $88.78 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,581 Shares 22,346 Est. Cost $36.35 Unrealized +92.0%
SLYV SPDR SERIES TRUST 0.4%
Value ($000) $1,566 Shares 19,638 Est. Cost $81.77 Unrealized
MDLZ MONDELEZ INTL INC 0.4%
Value ($000) $1,563 Shares 23,180 Est. Cost $29.52 Unrealized +120.6%
ABBV ABBVIE INC 0.4%
Value ($000) $1,562 Shares 8,414 Est. Cost $46.08 Unrealized +296.4%
T AT&T INC 0.4%
Value ($000) $1,554 Shares 53,692 Est. Cost $13.59 Unrealized +98.4%
BUFB INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,531 Shares 45,183 Est. Cost $28.86 Unrealized
EME EMCOR GROUP INC 0.3%
Value ($000) $1,465 Shares 2,738 Est. Cost $40.94 Unrealized +976.8%
BIL SPDR SERIES TRUST 0.3%
Value ($000) $1,456 Shares 15,875 Est. Cost $91.73 Unrealized
POOL POOL CORP 0.3%
Value ($000) $1,415 Shares 4,856 Est. Cost $51.89 Unrealized +476.6%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $1,401 Shares 4,775 Est. Cost $209.89 Unrealized +37.0%
XJUL FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,399 Shares 37,637 Est. Cost $31.67 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $1,398 Shares 10,257 Est. Cost $46.27 Unrealized +153.5%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,363 Shares 4,666 Est. Cost $114.04 Unrealized +166.2%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,363 Shares 17,014 Est. Cost $32.54 Unrealized +118.6%
ZJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,362 Shares 48,337 Est. Cost $26.78 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $1,356 Shares 6,376 Est. Cost $185.05 Unrealized 0.0%
GLW CORNING INC 0.3%
Value ($000) $1,347 Shares 25,605 Est. Cost $15.91 Unrealized +191.0%
MRK MERCK & CO INC 0.3%
Value ($000) $1,338 Shares 16,905 Est. Cost $51.82 Unrealized +49.3%
IJAN INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,334 Shares 38,996 Est. Cost $28.73 Unrealized
SCHR SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,332 Shares 53,218 Est. Cost $41.16 Unrealized
IJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,328 Shares 41,582 Est. Cost $25.02 Unrealized
JBL JABIL INC 0.3%
Value ($000) $1,309 Shares 6,000 Est. Cost $18.49 Unrealized +776.0%
VRP INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,287 Shares 52,622 Est. Cost $25.10 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,282 Shares 52,900 Est. Cost $20.05 Unrealized +11.4%
EJAN INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,264 Shares 39,451 Est. Cost $28.89 Unrealized
EJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,260 Shares 45,504 Est. Cost $24.04 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,256 Shares 1,269 Est. Cost $694.07 Unrealized +42.7%
WMB WILLIAMS COS INC 0.3%
Value ($000) $1,252 Shares 19,935 Est. Cost $25.24 Unrealized +128.4%
MMM 3M CO 0.3%
Value ($000) $1,250 Shares 8,214 Est. Cost $93.26 Unrealized +51.5%
GJUN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,228 Shares 32,657 Est. Cost $33.23 Unrealized
GLDM WORLD GOLD TR 0.3%
Value ($000) $1,226 Shares 18,711 Est. Cost $38.46 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,172 Shares 8,693 Est. Cost $84.78 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $1,168 Shares 4,283 Est. Cost $204.83 Unrealized +29.9%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $1,159 Shares 2,133 Est. Cost $305.87 Unrealized +70.9%
MSTR MICROSTRATEGY INC 0.3%
Value ($000) $1,159 Shares 2,867 Est. Cost $303.06 Unrealized +20.2%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,147 Shares 6,312 Est. Cost $130.91 Unrealized
PNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,146 Shares 29,000 Est. Cost $30.48 Unrealized
FSK FS KKR CAP CORP 0.3%
Value ($000) $1,143 Shares 55,105 Est. Cost $12.06 Unrealized +50.4%
SYF SYNCHRONY FINANCIAL 0.3%
Value ($000) $1,141 Shares 17,103 Est. Cost $23.02 Unrealized +140.4%
GLD SPDR GOLD TR 0.3%
Value ($000) $1,141 Shares 3,744 Est. Cost $200.72 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $1,131 Shares 7,746 Est. Cost $61.05 Unrealized +115.8%
ETN EATON CORP PLC 0.3%
Value ($000) $1,100 Shares 3,081 Est. Cost $74.41 Unrealized +312.2%
JUNM FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,095 Shares 32,900 Est. Cost $31.42 Unrealized
NAPR INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,092 Shares 21,417 Est. Cost $45.12 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,057 Shares 5,961 Est. Cost $151.63 Unrealized +8.7%
PSFF PACER FDS TR 0.2%
Value ($000) $1,055 Shares 34,598 Est. Cost $27.19 Unrealized
USIG ISHARES TR 0.2%
Value ($000) $1,038 Shares 20,178 Est. Cost $58.22 Unrealized
KAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,025 Shares 31,658 Est. Cost $27.09 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,020 Shares 7,500 Est. Cost $44.32 Unrealized +194.7%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $1,019 Shares 4,554 Est. Cost $138.26 Unrealized +30.8%
PEP PEPSICO INC 0.2%
Value ($000) $1,015 Shares 7,686 Est. Cost $146.73 Unrealized -10.7%
MET METLIFE INC 0.2%
Value ($000) $1,001 Shares 12,445 Est. Cost $31.12 Unrealized +143.7%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $999 Shares 41,917 Est. Cost $36.43 Unrealized
XAUG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $999 Shares 27,960 Est. Cost $29.71 Unrealized
BOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $996 Shares 21,918 Est. Cost $27.19 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $981 Shares 17,027 Est. Cost $49.30 Unrealized +10.5%
XNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $969 Shares 27,250 Est. Cost $33.99 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $949 Shares 9,000 Est. Cost $29.74 Unrealized +248.4%
XOCT FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $942 Shares 26,348 Est. Cost $34.22 Unrealized
NOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $935 Shares 17,148 Est. Cost $42.30 Unrealized
VVV VALVOLINE INC 0.2%
Value ($000) $925 Shares 24,420 Est. Cost $23.52 Unrealized +48.6%
GMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $918 Shares 23,568 Est. Cost $34.98 Unrealized
GPN GLOBAL PMTS INC 0.2%
Value ($000) $838 Shares 10,469 Est. Cost $54.07 Unrealized +45.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $834 Shares 9,566 Est. Cost $68.98 Unrealized +21.0%
SAP SAP SE 0.2%
Value ($000) $833 Shares 2,740 Est. Cost $247.65 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $833 Shares 45,958 Est. Cost $13.69 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $831 Shares 20,452 Est. Cost $34.34 Unrealized
KKR KKR & CO INC 0.2%
Value ($000) $829 Shares 6,230 Est. Cost $24.48 Unrealized +376.5%
ADBE ADOBE INC 0.2%
Value ($000) $818 Shares 2,115 Est. Cost $131.73 Unrealized +192.5%
ACI ALBERTSONS COS INC 0.2%
Value ($000) $815 Shares 37,902 Est. Cost $9.75 Unrealized +117.5%
GJUL FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $815 Shares 21,065 Est. Cost $32.56 Unrealized
PMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $794 Shares 21,008 Est. Cost $33.13 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $781 Shares 4,419 Est. Cost $144.24 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $764 Shares 6,471 Est. Cost $85.87 Unrealized +34.4%
PSK SPDR SERIES TRUST 0.2%
Value ($000) $745 Shares 23,449 Est. Cost $44.41 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $729 Shares 1,322 Est. Cost $314.79 Unrealized
ARW ARROW ELECTRS INC 0.2%
Value ($000) $726 Shares 5,700 Est. Cost $55.61 Unrealized +106.5%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $726 Shares 1,291 Est. Cost $332.05 Unrealized +66.1%
DOW DOW INC 0.2%
Value ($000) $720 Shares 27,172 Est. Cost $39.89 Unrealized -30.3%
EIX EDISON INTL 0.2%
Value ($000) $707 Shares 13,694 Est. Cost $51.89 Unrealized +2.3%
INTC INTEL CORP 0.2%
Value ($000) $706 Shares 31,523 Est. Cost $29.71 Unrealized -30.3%
PJUN INNOVATOR ETFS TRUST 0.2%
Value ($000) $702 Shares 17,652 Est. Cost $34.28 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $697 Shares 13,313 Est. Cost $25.36 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $692 Shares 3,331 Est. Cost $53.37 Unrealized +226.5%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $686 Shares 2,451 Est. Cost $133.37 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $680 Shares 3,325 Est. Cost $138.78 Unrealized +33.8%
CAH CARDINAL HEALTH INC 0.2%
Value ($000) $675 Shares 4,017 Est. Cost $59.25 Unrealized +148.3%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $675 Shares 1,761 Est. Cost $285.44 Unrealized +25.6%
WPC WP CAREY INC 0.2%
Value ($000) $673 Shares 10,793 Est. Cost $57.84 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $658 Shares 16,875 Est. Cost $36.77 Unrealized
SW SMURFIT WESTROCK PLC 0.2%
Value ($000) $657 Shares 15,225 Est. Cost $43.84 Unrealized -3.8%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $648 Shares 22,025 Est. Cost $17.86 Unrealized +49.8%
BNL BROADSTONE NET LEASE INC 0.2%
Value ($000) $647 Shares 40,288 Est. Cost $17.14 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $645 Shares 2,548 Est. Cost $122.71 Unrealized
XJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $635 Shares 15,470 Est. Cost $36.97 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $629 Shares 6,694 Est. Cost $71.97 Unrealized
HIMS HIMS & HERS HEALTH INC 0.1%
Value ($000) $626 Shares 12,556 Est. Cost $38.20 Unrealized +18.3%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $623 Shares 7,347 Est. Cost $51.45 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $605 Shares 3,645 Est. Cost $78.92 Unrealized +104.8%
CPB THE CAMPBELLS COMPANY 0.1%
Value ($000) $603 Shares 19,678 Est. Cost $36.19 Unrealized -5.2%
GOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $596 Shares 16,300 Est. Cost $34.97 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $594 Shares 4,029 Est. Cost $71.65 Unrealized
TEX TEREX CORP NEW 0.1%
Value ($000) $586 Shares 12,560 Est. Cost $28.59 Unrealized +46.3%
BTC GRAYSCALE BITCOIN MINI TR ET 0.1%
Value ($000) $586 Shares 12,269 Est. Cost $41.04 Unrealized
DB DEUTSCHE BANK A G 0.1%
Value ($000) $586 Shares 20,000 Est. Cost $10.13 Unrealized +156.7%
CVS CVS HEALTH CORP 0.1%
Value ($000) $576 Shares 8,351 Est. Cost $53.01 Unrealized +21.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $573 Shares 1,147 Est. Cost $452.04 Unrealized +7.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $569 Shares 5,635 Est. Cost $83.56 Unrealized +12.6%
UJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $562 Shares 13,890 Est. Cost $30.96 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $562 Shares 6,132 Est. Cost $77.43 Unrealized +10.0%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $560 Shares 6,542 Est. Cost $26.13 Unrealized +213.8%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $556 Shares 15,175 Est. Cost $33.31 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $555 Shares 2,156 Est. Cost $91.92 Unrealized +137.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $550 Shares 2,056 Est. Cost $152.19 Unrealized +71.3%
KR KROGER CO 0.1%
Value ($000) $550 Shares 7,664 Est. Cost $20.79 Unrealized +227.9%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $548 Shares 3,184 Est. Cost $107.07 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $538 Shares 5,859 Est. Cost $60.07 Unrealized +46.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $533 Shares 9,083 Est. Cost $34.84 Unrealized +60.6%
AMGN AMGEN INC 0.1%
Value ($000) $528 Shares 1,892 Est. Cost $161.90 Unrealized +71.6%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $523 Shares 5,735 Est. Cost $46.74 Unrealized +77.9%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $516 Shares 18,411 Est. Cost $44.89 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $515 Shares 6,307 Est. Cost $58.97 Unrealized +36.8%
GMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $513 Shares 13,095 Est. Cost $37.27 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $512 Shares 28,005 Est. Cost $15.05 Unrealized +17.7%
SRE SEMPRA 0.1%
Value ($000) $510 Shares 6,727 Est. Cost $68.06 Unrealized +6.7%
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $503 Shares 12,950 Est. Cost $37.28 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $497 Shares 9,025 Est. Cost $50.79 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $496 Shares 1,799 Est. Cost $175.71 Unrealized +22.9%
MUB ISHARES TR 0.1%
Value ($000) $491 Shares 4,700 Est. Cost $112.71 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $491 Shares 1,484 Est. Cost $173.56 Unrealized +83.1%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $487 Shares 1,601 Est. Cost $198.28 Unrealized
NDAQ NASDAQ INC 0.1%
Value ($000) $483 Shares 5,400 Est. Cost $48.44 Unrealized +63.4%
SKT TANGER INC 0.1%
Value ($000) $479 Shares 15,656 Est. Cost $22.60 Unrealized
WRB BERKLEY W R CORP 0.1%
Value ($000) $478 Shares 6,511 Est. Cost $38.70 Unrealized +80.8%
ING ING GROEP N.V. 0.1%
Value ($000) $475 Shares 21,705 Est. Cost $14.55 Unrealized
NKE NIKE INC 0.1%
Value ($000) $473 Shares 6,663 Est. Cost $70.59 Unrealized -16.3%
UNP UNION PAC CORP 0.1%
Value ($000) $467 Shares 2,028 Est. Cost $160.92 Unrealized +35.8%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $466 Shares 2,671 Est. Cost $113.60 Unrealized +41.0%
ISEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $459 Shares 14,845 Est. Cost $26.19 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $451 Shares 6,573 Est. Cost $25.51 Unrealized +7.1%
UAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $449 Shares 12,000 Est. Cost $30.74 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $442 Shares 1,932 Est. Cost $112.06 Unrealized +104.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $441 Shares 4,919 Est. Cost $91.75 Unrealized -4.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $435 Shares 1,870 Est. Cost $135.52 Unrealized +47.3%
ARKK ARK ETF TR 0.1%
Value ($000) $435 Shares 6,189 Est. Cost $50.32 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $435 Shares 1,394 Est. Cost $478.05 Unrealized -21.6%
IMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $430 Shares 15,248 Est. Cost $25.97 Unrealized
EATON VANCE SHORT DURATION D 0.1%
Value ($000) $427 Shares 38,697 Est. Cost $10.35 Unrealized
QMNV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $426 Shares 19,930 Est. Cost $20.20 Unrealized
SFLR INNOVATOR ETFS TRUST 0.1%
Value ($000) $421 Shares 12,540 Est. Cost $33.57 Unrealized
CAR AVIS BUDGET GROUP 0.1%
Value ($000) $421 Shares 2,488 Est. Cost $107.74 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $418 Shares 160 Est. Cost $1657.76 Unrealized +40.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $415 Shares 5,638 Est. Cost $102.02 Unrealized -27.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $411 Shares 5,034 Est. Cost $63.44 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $409 Shares 2,232 Est. Cost $55.92 Unrealized +208.9%
KOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $406 Shares 13,306 Est. Cost $27.52 Unrealized
BROS DUTCH BROS INC 0.1%
Value ($000) $404 Shares 5,914 Est. Cost $44.62 Unrealized +46.2%
REG REGENCY CTRS CORP 0.1%
Value ($000) $403 Shares 5,655 Est. Cost $55.64 Unrealized +24.8%
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value ($000) $394 Shares 33,487 Est. Cost $13.59 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $390 Shares 5,370 Est. Cost $38.37 Unrealized
IAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $389 Shares 13,313 Est. Cost $27.31 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $386 Shares 626 Est. Cost $493.91 Unrealized
QCJL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $383 Shares 17,150 Est. Cost $20.45 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $379 Shares 20,666 Est. Cost $17.58 Unrealized
YSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $376 Shares 15,400 Est. Cost $21.70 Unrealized
NFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $367 Shares 14,135 Est. Cost $25.95 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $367 Shares 720 Est. Cost $314.35 Unrealized +37.9%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $362 Shares 20,684 Est. Cost $15.38 Unrealized +10.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $361 Shares 2,925 Est. Cost $91.71 Unrealized +1.7%
KJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $360 Shares 9,597 Est. Cost $30.43 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $359 Shares 4,034 Est. Cost $82.92 Unrealized
YMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $356 Shares 13,964 Est. Cost $23.68 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $355 Shares 4,585 Est. Cost $68.11 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $355 Shares 11,999 Est. Cost $26.47 Unrealized
XBOC INNOVATOR ETFS TRUST 0.1%
Value ($000) $350 Shares 11,000 Est. Cost $23.63 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $350 Shares 8,076 Est. Cost $26.03 Unrealized +44.8%
EAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $350 Shares 12,494 Est. Cost $25.86 Unrealized
OUSA ALPS ETF TR 0.1%
Value ($000) $349 Shares 6,462 Est. Cost $40.33 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $347 Shares 6,706 Est. Cost $34.67 Unrealized +55.1%
OGIG ALPS ETF TR 0.1%
Value ($000) $337 Shares 6,290 Est. Cost $26.67 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $336 Shares 7,351 Est. Cost $48.14 Unrealized
NSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $335 Shares 12,255 Est. Cost $24.98 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $327 Shares 2,833 Est. Cost $48.88 Unrealized +104.6%
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $322 Shares 3,084 Est. Cost $53.39 Unrealized
PACIFIC PREMIER BANCORP 0.1%
Value ($000) $321 Shares 15,211 Est. Cost $23.91 Unrealized
OCTM FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $321 Shares 10,200 Est. Cost $30.51 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $317 Shares 8,680 Est. Cost $34.14 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $312 Shares 1,425 Est. Cost $107.02 Unrealized +108.5%
WH WYNDHAM HOTELS & RESORTS INC 0.1%
Value ($000) $310 Shares 3,822 Est. Cost $60.04 Unrealized +39.4%
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $309 Shares 6,146 Est. Cost $43.54 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $305 Shares 4,327 Est. Cost $54.92 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $304 Shares 916 Est. Cost $270.60 Unrealized +4.3%
NOW SERVICENOW INC 0.1%
Value ($000) $303 Shares 295 Est. Cost $146.74 Unrealized +28.6%
ARCO ARCOS DORADOS HOLDINGS INC 0.1%
Value ($000) $301 Shares 38,096 Est. Cost $5.28 Unrealized +39.7%
XMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $300 Shares 9,000 Est. Cost $30.80 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $300 Shares 2,112 Est. Cost $127.18 Unrealized -14.4%
IOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $299 Shares 9,089 Est. Cost $28.48 Unrealized
NMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $297 Shares 10,750 Est. Cost $27.62 Unrealized
SPSB SPDR SERIES TRUST 0.1%
Value ($000) $294 Shares 9,722 Est. Cost $30.82 Unrealized
OCTW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $293 Shares 7,910 Est. Cost $32.72 Unrealized
CBXJ CALAMOS ETF TR 0.1%
Value ($000) $291 Shares 11,000 Est. Cost $26.49 Unrealized
RLJ LODGING TR 0.1%
Value ($000) $290 Shares 12,261 Est. Cost $24.89 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $286 Shares 367 Est. Cost $773.40 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $284 Shares 1,300 Est. Cost $160.80 Unrealized 0.0%
SNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $284 Shares 12,300 Est. Cost $22.94 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $284 Shares 1,307 Est. Cost $171.06 Unrealized
NDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $279 Shares 10,800 Est. Cost $24.53 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $278 Shares 526 Est. Cost $415.97 Unrealized 0.0%
IPAY AMPLIFY ETF TR 0.1%
Value ($000) $278 Shares 4,645 Est. Cost $52.64 Unrealized
RL RALPH LAUREN CORP 0.1%
Value ($000) $276 Shares 1,005 Est. Cost $160.77 Unrealized +52.6%
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $275 Shares 5,063 Est. Cost $33.66 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $270 Shares 931 Est. Cost $213.74 Unrealized +34.3%
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $270 Shares 5,507 Est. Cost $37.31 Unrealized +5.1%
RSJN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $267 Shares 8,150 Est. Cost $32.21 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $266 Shares 30,437 Est. Cost $8.10 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $264 Shares 9,000 Est. Cost $27.54 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $264 Shares 7,950 Est. Cost $29.66 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $264 Shares 7,500 Est. Cost $33.73 Unrealized
SHM SPDR SERIES TRUST 0.1%
Value ($000) $262 Shares 5,468 Est. Cost $48.58 Unrealized
BAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $259 Shares 5,733 Est. Cost $35.79 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $258 Shares 2,692 Est. Cost $109.91 Unrealized
YJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $255 Shares 10,400 Est. Cost $24.48 Unrealized
SMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $254 Shares 10,600 Est. Cost $23.97 Unrealized
DFNL DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $251 Shares 5,839 Est. Cost $21.49 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $246 Shares 6,161 Est. Cost $37.67 Unrealized
OUSM ALPS ETF TR 0.1%
Value ($000) $245 Shares 5,680 Est. Cost $31.55 Unrealized
XBJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $245 Shares 6,800 Est. Cost $30.62 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $241 Shares 2,572 Est. Cost $61.83 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $237 Shares 4,575 Est. Cost $44.45 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $233 Shares 5,620 Est. Cost $22.42 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $232 Shares 9,000 Est. Cost $24.66 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $232 Shares 5,815 Est. Cost $39.82 Unrealized
QCOC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $231 Shares 10,895 Est. Cost $20.19 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $229 Shares 4,680 Est. Cost $36.35 Unrealized +6.0%
GAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $229 Shares 6,180 Est. Cost $34.77 Unrealized
KDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $228 Shares 9,500 Est. Cost $22.91 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $228 Shares 2,680 Est. Cost $71.20 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $226 Shares 8,910 Est. Cost $24.06 Unrealized
AAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $225 Shares 8,250 Est. Cost $25.29 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $224 Shares 2,700 Est. Cost $90.04 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $224 Shares 10,933 Est. Cost $26.64 Unrealized -15.8%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $220 Shares 524 Est. Cost $354.55 Unrealized +17.1%
NUE NUCOR CORP 0.1%
Value ($000) $220 Shares 1,696 Est. Cost $144.25 Unrealized -19.9%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $215 Shares 8,340 Est. Cost $35.02 Unrealized -23.9%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $215 Shares 19,062 Est. Cost $13.25 Unrealized
IDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $213 Shares 7,090 Est. Cost $30.04 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $211 Shares 5,000 Est. Cost $42.19 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $211 Shares 1,463 Est. Cost $136.29 Unrealized 0.0%
IMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $210 Shares 7,450 Est. Cost $28.24 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $206 Shares 5,375 Est. Cost $38.31 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $204 Shares 3,232 Est. Cost $63.14 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $204 Shares 650 Est. Cost $236.14 Unrealized 0.0%
PINE ALPINE INCOME PPTY TR INC 0.0%
Value ($000) $177 Shares 12,011 Est. Cost $18.68 Unrealized
AGNC AGNC INVT CORP 0.0%
Value ($000) $157 Shares 17,076 Est. Cost $9.35 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $156 Shares 30,100 Est. Cost $4.16 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $141 Shares 10,000 Est. Cost $14.05 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $136 Shares 11,832 Est. Cost $19.99 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $122 Shares 10,664 Est. Cost $17.05 Unrealized -45.3%
STLA STELLANTIS N.V 0.0%
Value ($000) $121 Shares 12,037 Est. Cost $17.55 Unrealized
FPI FARMLAND PARTNERS INC 0.0%
Value ($000) $116 Shares 10,103 Est. Cost $11.10 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $114 Shares 11,248 Est. Cost $10.39 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $113 Shares 10,032 Est. Cost $9.29 Unrealized
AES AES CORP 0.0%
Value ($000) $105 Shares 10,019 Est. Cost $16.49 Unrealized -37.1%
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value ($000) $97 Shares 10,048 Est. Cost $10.45 Unrealized 0.0%
GTIM GOOD TIMES RESTAURANTS INC 0.0%
Value ($000) $89 Shares 49,833 Est. Cost $4.76 Unrealized -61.9%