Castle Rock Wealth Management, LLC Diversified Active

CIK: 0001727605 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $427,941 (100.0% shares, 0.0% debt)

Holdings (246)

NVDA NVIDIA CORPORATION 4.6%
Value ($000) $19,482 Shares 112,830 Est. Cost $95.19 Unrealized +32.2%
KO COCA COLA CO 4.0%
Value ($000) $17,136 Shares 243,127 Est. Cost $56.68 Unrealized +23.1%
MSFT MICROSOFT CORP 3.6%
Value ($000) $15,425 Shares 30,221 Est. Cost $249.69 Unrealized +73.2%
TFLO ISHARES TR 3.5%
Value ($000) $15,103 Shares 298,481 Est. Cost $50.51 Unrealized
CVX CHEVRON CORP NEW 3.0%
Value ($000) $12,880 Shares 85,798 Est. Cost $111.97 Unrealized +22.4%
AAPL APPLE INC 2.9%
Value ($000) $12,216 Shares 57,286 Est. Cost $114.25 Unrealized +76.3%
SGOV ISHARES TR 2.8%
Value ($000) $11,870 Shares 117,994 Est. Cost $100.39 Unrealized
GBIL GOLDMAN SACHS ETF TR 2.7%
Value ($000) $11,667 Shares 116,622 Est. Cost $99.83 Unrealized
USFR WISDOMTREE TR 2.3%
Value ($000) $9,864 Shares 195,521 Est. Cost $50.37 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $8,313 Shares 36,244 Est. Cost $141.94 Unrealized +39.4%
FLOT ISHARES TR 1.9%
Value ($000) $8,125 Shares 159,273 Est. Cost $50.73 Unrealized
META META PLATFORMS INC 1.5%
Value ($000) $6,223 Shares 8,709 Est. Cost $305.28 Unrealized +102.0%
GOOG ALPHABET INC 1.4%
Value ($000) $6,150 Shares 32,244 Est. Cost $124.53 Unrealized +32.4%
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $5,383 Shares 8,531 Est. Cost $413.29 Unrealized
AVGO BROADCOM INC 1.2%
Value ($000) $5,238 Shares 18,159 Est. Cost $152.20 Unrealized +41.9%
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $5,138 Shares 17,607 Est. Cost $156.63 Unrealized +61.3%
PLTR PALANTIR TECHNOLOGIES INC 1.1%
Value ($000) $4,778 Shares 31,404 Est. Cost $24.96 Unrealized +370.0%
PANW PALO ALTO NETWORKS INC 1.1%
Value ($000) $4,596 Shares 22,918 Est. Cost $148.61 Unrealized +25.0%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $4,378 Shares 7,740 Est. Cost $388.43 Unrealized
V VISA INC 1.0%
Value ($000) $4,150 Shares 11,756 Est. Cost $210.46 Unrealized +64.9%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $4,138 Shares 14,458 Est. Cost $183.57 Unrealized +38.3%
PFEB INNOVATOR ETFS TRUST 0.9%
Value ($000) $3,842 Shares 99,861 Est. Cost $31.23 Unrealized
SMH VANECK ETF TRUST 0.9%
Value ($000) $3,670 Shares 12,563 Est. Cost $214.49 Unrealized
PDEC INNOVATOR ETFS TRUST 0.8%
Value ($000) $3,530 Shares 87,192 Est. Cost $33.88 Unrealized
ETN EATON CORP PLC 0.8%
Value ($000) $3,483 Shares 9,243 Est. Cost $288.21 Unrealized +6.4%
WMT WALMART INC 0.8%
Value ($000) $3,363 Shares 35,064 Est. Cost $63.45 Unrealized +49.3%
NFLX NETFLIX INC 0.8%
Value ($000) $3,347 Shares 2,719 Est. Cost $35.08 Unrealized +222.3%
ARKB ARK 21SHARES BITCOIN ETF 0.8%
Value ($000) $3,270 Shares 83,580 Est. Cost $57.88 Unrealized
PMAY INNOVATOR ETFS TRUST 0.8%
Value ($000) $3,259 Shares 85,650 Est. Cost $29.71 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $3,181 Shares 3,349 Est. Cost $640.54 Unrealized +54.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $3,026 Shares 50,447 Est. Cost $59.64 Unrealized
ENFR ALPS ETF TR 0.7%
Value ($000) $3,013 Shares 96,186 Est. Cost $29.14 Unrealized
IGV ISHARES TR 0.7%
Value ($000) $2,930 Shares 26,263 Est. Cost $89.88 Unrealized
IWV ISHARES TR 0.7%
Value ($000) $2,790 Shares 7,773 Est. Cost $265.00 Unrealized
ORCL ORACLE CORP 0.6%
Value ($000) $2,762 Shares 11,271 Est. Cost $160.80 Unrealized 0.0%
BINC BLACKROCK ETF TRUST II 0.6%
Value ($000) $2,729 Shares 51,822 Est. Cost $51.96 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $2,728 Shares 7,466 Est. Cost $265.97 Unrealized +33.8%
NOW SERVICENOW INC 0.6%
Value ($000) $2,639 Shares 2,739 Est. Cost $148.72 Unrealized +26.9%
IYJ ISHARES TR 0.6%
Value ($000) $2,622 Shares 18,059 Est. Cost $135.81 Unrealized
JSI JANUS DETROIT STR TR 0.6%
Value ($000) $2,618 Shares 49,925 Est. Cost $52.44 Unrealized
CNEQ THE ALGER ETF TRUST 0.6%
Value ($000) $2,617 Shares 85,622 Est. Cost $27.67 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $2,571 Shares 8,708 Est. Cost $248.51 Unrealized +11.8%
NET CLOUDFLARE INC 0.6%
Value ($000) $2,568 Shares 12,943 Est. Cost $74.38 Unrealized +95.2%
GLD SPDR GOLD TR 0.6%
Value ($000) $2,415 Shares 7,725 Est. Cost $188.57 Unrealized
GCOR GOLDMAN SACHS ETF TR 0.6%
Value ($000) $2,395 Shares 58,350 Est. Cost $41.23 Unrealized
FRTY THE ALGER ETF TRUST 0.5%
Value ($000) $2,274 Shares 117,173 Est. Cost $14.83 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $2,262 Shares 11,919 Est. Cost $133.35 Unrealized +22.5%
SGOL ETFS GOLD TR 0.5%
Value ($000) $2,174 Shares 67,155 Est. Cost $20.20 Unrealized
NEAR ISHARES U S ETF TR 0.5%
Value ($000) $2,167 Shares 42,493 Est. Cost $49.83 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,088 Shares 44,559 Est. Cost $47.79 Unrealized -1.2%
VST VISTRA CORP 0.5%
Value ($000) $2,068 Shares 11,002 Est. Cost $143.88 Unrealized +2.5%
VRT VERTIV HOLDINGS CO 0.5%
Value ($000) $2,067 Shares 16,243 Est. Cost $97.15 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $2,045 Shares 2,880 Est. Cost $571.74 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,011 Shares 23,561 Est. Cost $84.79 Unrealized
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $2,011 Shares 22,083 Est. Cost $75.97 Unrealized +8.4%
MRK MERCK & CO INC 0.5%
Value ($000) $1,998 Shares 25,125 Est. Cost $77.39 Unrealized 0.0%
DOV DOVER CORP 0.5%
Value ($000) $1,966 Shares 10,426 Est. Cost $172.70 Unrealized 0.0%
CLIP GLOBAL X FDS 0.5%
Value ($000) $1,964 Shares 19,581 Est. Cost $100.16 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $1,944 Shares 2,542 Est. Cost $591.48 Unrealized +30.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,941 Shares 12,159 Est. Cost $126.17 Unrealized +14.9%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,902 Shares 20,339 Est. Cost $88.66 Unrealized -3.9%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $1,876 Shares 3,921 Est. Cost $338.68 Unrealized +28.0%
IYW ISHARES TR 0.4%
Value ($000) $1,858 Shares 10,330 Est. Cost $95.37 Unrealized
UMAY INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,825 Shares 51,903 Est. Cost $28.22 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,824 Shares 16,836 Est. Cost $89.00 Unrealized +17.4%
FTNT FORTINET INC 0.4%
Value ($000) $1,807 Shares 16,926 Est. Cost $94.46 Unrealized +6.8%
PJUN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,804 Shares 45,035 Est. Cost $30.00 Unrealized
WM WASTE MGMT INC DEL 0.4%
Value ($000) $1,763 Shares 7,787 Est. Cost $140.15 Unrealized +63.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,758 Shares 3,685 Est. Cost $358.54 Unrealized +41.6%
FRT FEDERAL RLTY INVT TR NEW 0.4%
Value ($000) $1,750 Shares 18,435 Est. Cost $91.33 Unrealized 0.0%
HON HONEYWELL INTL INC 0.4%
Value ($000) $1,738 Shares 7,329 Est. Cost $181.59 Unrealized +10.0%
CRCL CIRCLE INTERNET GROUP INC 0.4%
Value ($000) $1,718 Shares 7,735 Est. Cost $162.91 Unrealized 0.0%
VPU VANGUARD WORLD FD 0.4%
Value ($000) $1,635 Shares 8,982 Est. Cost $138.22 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.4%
Value ($000) $1,604 Shares 50,024 Est. Cost $29.42 Unrealized -11.6%
CEG CONSTELLATION ENERGY CORP 0.4%
Value ($000) $1,594 Shares 5,005 Est. Cost $263.84 Unrealized 0.0%
HSY HERSHEY CO 0.4%
Value ($000) $1,578 Shares 8,860 Est. Cost $198.68 Unrealized -18.7%
UDEC INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,561 Shares 42,320 Est. Cost $27.87 Unrealized
UJUN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,552 Shares 43,251 Est. Cost $27.19 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $1,552 Shares 27,421 Est. Cost $48.75 Unrealized +11.7%
LOW LOWES COS INC 0.4%
Value ($000) $1,514 Shares 6,810 Est. Cost $199.49 Unrealized +10.6%
GPIX GOLDMAN SACHS ETF TR 0.4%
Value ($000) $1,500 Shares 29,782 Est. Cost $49.39 Unrealized
CI THE CIGNA GROUP 0.3%
Value ($000) $1,492 Shares 5,061 Est. Cost $238.21 Unrealized +33.4%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,487 Shares 2,859 Est. Cost $483.62 Unrealized +0.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $1,476 Shares 8,134 Est. Cost $119.97 Unrealized +42.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,457 Shares 3,545 Est. Cost $477.39 Unrealized -12.6%
PNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,451 Shares 36,310 Est. Cost $32.99 Unrealized
PJAN INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,447 Shares 32,563 Est. Cost $35.48 Unrealized
ABT ABBOTT LABS 0.3%
Value ($000) $1,439 Shares 11,551 Est. Cost $91.99 Unrealized +42.0%
PMAR INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,420 Shares 33,281 Est. Cost $36.10 Unrealized
TEAM ATLASSIAN CORPORATION 0.3%
Value ($000) $1,349 Shares 6,911 Est. Cost $208.23 Unrealized 0.0%
NVBW AIM ETF PRODUCTS TRUST 0.3%
Value ($000) $1,348 Shares 41,480 Est. Cost $31.52 Unrealized
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $1,331 Shares 94,079 Est. Cost $12.88 Unrealized 0.0%
IYF ISHARES TR 0.3%
Value ($000) $1,327 Shares 10,808 Est. Cost $122.82 Unrealized
GTLB GITLAB INC 0.3%
Value ($000) $1,304 Shares 28,609 Est. Cost $45.73 Unrealized 0.0%
PAPR INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,298 Shares 34,579 Est. Cost $31.52 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value ($000) $1,287 Shares 21,228 Est. Cost $38.72 Unrealized +35.8%
TSLA TESLA INC 0.3%
Value ($000) $1,258 Shares 3,820 Est. Cost $255.58 Unrealized +17.9%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,203 Shares 14,873 Est. Cost $33.55 Unrealized +112.1%
PJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,161 Shares 26,220 Est. Cost $32.47 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,144 Shares 27,371 Est. Cost $33.19 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $1,136 Shares 4,885 Est. Cost $241.48 Unrealized 0.0%
XYLD GLOBAL X FDS 0.3%
Value ($000) $1,115 Shares 28,771 Est. Cost $45.76 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,074 Shares 2,411 Est. Cost $327.82 Unrealized
PCAR PACCAR INC 0.2%
Value ($000) $1,064 Shares 11,347 Est. Cost $45.51 Unrealized +98.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1,060 Shares 12,159 Est. Cost $55.75 Unrealized +61.5%
ATFV THE ALGER ETF TRUST 0.2%
Value ($000) $1,059 Shares 34,919 Est. Cost $16.51 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value ($000) $1,044 Shares 4,496 Est. Cost $225.31 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,034 Shares 20,428 Est. Cost $50.30 Unrealized
VMC VULCAN MATLS CO 0.2%
Value ($000) $1,005 Shares 3,760 Est. Cost $256.02 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,002 Shares 3,315 Est. Cost $162.64 Unrealized +85.9%
JANW AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $996 Shares 28,212 Est. Cost $33.08 Unrealized
UNOV INNOVATOR ETFS TRUST 0.2%
Value ($000) $981 Shares 26,947 Est. Cost $28.45 Unrealized
AUGW AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $979 Shares 31,465 Est. Cost $28.79 Unrealized
MCK MCKESSON CORP 0.2%
Value ($000) $962 Shares 1,352 Est. Cost $322.80 Unrealized +118.0%
MOAT VANECK ETF TRUST 0.2%
Value ($000) $960 Shares 9,957 Est. Cost $73.27 Unrealized
MARW AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $953 Shares 29,048 Est. Cost $28.36 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $951 Shares 1,641 Est. Cost $505.37 Unrealized
JULW AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $934 Shares 24,919 Est. Cost $34.41 Unrealized
QYLD GLOBAL X FDS 0.2%
Value ($000) $933 Shares 55,973 Est. Cost $17.88 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $917 Shares 18,091 Est. Cost $50.61 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $897 Shares 6,330 Est. Cost $136.34 Unrealized -3.9%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $813 Shares 7,935 Est. Cost $68.63 Unrealized +51.1%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $792 Shares 4,811 Est. Cost $134.73 Unrealized +12.0%
MCO MOODYS CORP 0.2%
Value ($000) $776 Shares 1,549 Est. Cost $267.92 Unrealized +72.1%
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $760 Shares 18,506 Est. Cost $30.84 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $757 Shares 5,461 Est. Cost $104.65 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $751 Shares 6,808 Est. Cost $110.20 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $745 Shares 4,784 Est. Cost $126.60 Unrealized +27.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $734 Shares 12,866 Est. Cost $58.20 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $718 Shares 3,282 Est. Cost $129.34 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $713 Shares 15,718 Est. Cost $36.33 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $699 Shares 6,795 Est. Cost $82.22 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $688 Shares 9,183 Est. Cost $55.11 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $680 Shares 2,579 Est. Cost $266.18 Unrealized -0.1%
GPIQ GOLDMAN SACHS ETF TR 0.2%
Value ($000) $673 Shares 13,343 Est. Cost $48.17 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $666 Shares 2,233 Est. Cost $195.25 Unrealized +55.5%
BAC BANK AMERICA CORP 0.2%
Value ($000) $663 Shares 13,901 Est. Cost $28.92 Unrealized +43.3%
MO ALTRIA GROUP INC 0.2%
Value ($000) $648 Shares 10,983 Est. Cost $31.71 Unrealized +76.5%
OKE ONEOK INC NEW 0.1%
Value ($000) $626 Shares 7,736 Est. Cost $75.11 Unrealized +7.4%
FSK FS KKR CAP CORP 0.1%
Value ($000) $625 Shares 28,196 Est. Cost $11.74 Unrealized +54.4%
BX BLACKSTONE INC 0.1%
Value ($000) $594 Shares 3,529 Est. Cost $58.78 Unrealized +129.8%
USMV ISHARES TR 0.1%
Value ($000) $591 Shares 6,341 Est. Cost $68.68 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $581 Shares 6,664 Est. Cost $95.35 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $579 Shares 8,943 Est. Cost $40.30 Unrealized +37.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $571 Shares 2,225 Est. Cost $150.24 Unrealized +57.9%
IVV ISHARES TR 0.1%
Value ($000) $562 Shares 887 Est. Cost $420.44 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $550 Shares 7,885 Est. Cost $53.36 Unrealized +22.1%
REAVES UTIL INCOME FD 0.1%
Value ($000) $549 Shares 14,736 Est. Cost $37.23 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $547 Shares 9,948 Est. Cost $51.95 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $527 Shares 5,250 Est. Cost $101.71 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $527 Shares 3,315 Est. Cost $130.71 Unrealized -16.7%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $511 Shares 10,396 Est. Cost $37.12 Unrealized
SPBW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $508 Shares 19,360 Est. Cost $26.22 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $499 Shares 2,192 Est. Cost $201.27 Unrealized +4.5%
T AT&T INC 0.1%
Value ($000) $495 Shares 18,062 Est. Cost $15.77 Unrealized +71.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $494 Shares 2,061 Est. Cost $184.21 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $494 Shares 659 Est. Cost $280.34 Unrealized +142.7%
MAYW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $483 Shares 14,927 Est. Cost $29.06 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $476 Shares 25,213 Est. Cost $28.88 Unrealized -22.3%
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $454 Shares 13,097 Est. Cost $27.36 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $450 Shares 2,176 Est. Cost $147.66 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $449 Shares 9,311 Est. Cost $66.96 Unrealized -21.2%
OCTW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $448 Shares 11,978 Est. Cost $34.96 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $441 Shares 1,169 Est. Cost $189.29 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $437 Shares 1,189 Est. Cost $502.06 Unrealized -23.3%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $435 Shares 20,798 Est. Cost $20.87 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $434 Shares 11,580 Est. Cost $22.59 Unrealized
YOU CLEAR SECURE INC 0.1%
Value ($000) $430 Shares 14,370 Est. Cost $24.31 Unrealized +3.7%
SMR NUSCALE PWR CORP 0.1%
Value ($000) $417 Shares 8,906 Est. Cost $25.09 Unrealized 0.0%
GSC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $417 Shares 8,152 Est. Cost $52.26 Unrealized
CRWV COREWEAVE INC 0.1%
Value ($000) $394 Shares 3,070 Est. Cost $92.20 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $390 Shares 9,120 Est. Cost $38.09 Unrealized +9.8%
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $383 Shares 6,049 Est. Cost $48.14 Unrealized
JUNW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $379 Shares 11,816 Est. Cost $28.63 Unrealized
BROOKFIELD REAL ASSETS INCOM 0.1%
Value ($000) $377 Shares 28,529 Est. Cost $18.57 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $376 Shares 885 Est. Cost $242.13 Unrealized -3.4%
RIO RIO TINTO PLC 0.1%
Value ($000) $376 Shares 6,057 Est. Cost $75.72 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $373 Shares 670 Est. Cost $439.24 Unrealized +25.5%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $369 Shares 5,022 Est. Cost $85.43 Unrealized -27.1%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $365 Shares 2,223 Est. Cost $108.73 Unrealized +40.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $360 Shares 1,015 Est. Cost $211.86 Unrealized +33.2%
FTHI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $360 Shares 15,566 Est. Cost $22.58 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $354 Shares 646 Est. Cost $449.78 Unrealized +25.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $354 Shares 4,930 Est. Cost $59.11 Unrealized +14.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $351 Shares 1,628 Est. Cost $151.40 Unrealized +15.1%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $350 Shares 1,175 Est. Cost $243.57 Unrealized +11.9%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $350 Shares 3,130 Est. Cost $90.74 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $349 Shares 1,124 Est. Cost $200.91 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $346 Shares 5,525 Est. Cost $51.91 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $342 Shares 4,477 Est. Cost $63.63 Unrealized +7.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $342 Shares 1,720 Est. Cost $176.95 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $340 Shares 2,804 Est. Cost $133.92 Unrealized -23.2%
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $340 Shares 8,218 Est. Cost $41.40 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $336 Shares 1,819 Est. Cost $146.43 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $334 Shares 3,252 Est. Cost $93.31 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $329 Shares 1,253 Est. Cost $202.49 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $329 Shares 2,381 Est. Cost $98.70 Unrealized
TBIL RBB FD INC 0.1%
Value ($000) $327 Shares 6,556 Est. Cost $49.86 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $327 Shares 14,243 Est. Cost $13.11 Unrealized +52.4%
PFE PFIZER INC 0.1%
Value ($000) $323 Shares 13,220 Est. Cost $22.35 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $317 Shares 2,821 Est. Cost $101.39 Unrealized -14.7%
INTC INTEL CORP 0.1%
Value ($000) $316 Shares 13,554 Est. Cost $39.04 Unrealized -46.9%
UNP UNION PAC CORP 0.1%
Value ($000) $309 Shares 1,359 Est. Cost $193.53 Unrealized +12.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $306 Shares 2,406 Est. Cost $113.92 Unrealized +15.6%
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $306 Shares 10,625 Est. Cost $24.45 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $305 Shares 739 Est. Cost $244.75 Unrealized +35.2%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $302 Shares 1,072 Est. Cost $375.94 Unrealized -0.3%
NPO ENPRO INC 0.1%
Value ($000) $297 Shares 1,455 Est. Cost $129.36 Unrealized +32.2%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $295 Shares 1,019 Est. Cost $204.74 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $290 Shares 2,833 Est. Cost $75.05 Unrealized +5.1%
INTU INTUIT 0.1%
Value ($000) $289 Shares 377 Est. Cost $545.85 Unrealized +23.6%
DGRO ISHARES TR 0.1%
Value ($000) $289 Shares 4,445 Est. Cost $46.78 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $288 Shares 1,549 Est. Cost $136.39 Unrealized +33.9%
AUR AURORA INNOVATION INC 0.1%
Value ($000) $286 Shares 44,948 Est. Cost $6.26 Unrealized +0.1%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $285 Shares 1,566 Est. Cost $134.96 Unrealized +42.4%
NUVEEN CALIFORNIA AMT QLT MU 0.1%
Value ($000) $278 Shares 24,192 Est. Cost $13.65 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $277 Shares 8,592 Est. Cost $23.10 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $275 Shares 973 Est. Cost $313.23 Unrealized -3.3%
FEBW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $272 Shares 8,423 Est. Cost $31.11 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $270 Shares 1,770 Est. Cost $86.83 Unrealized +51.7%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $270 Shares 2,235 Est. Cost $120.64 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $267 Shares 24,375 Est. Cost $13.04 Unrealized
GII SPDR INDEX SHS FDS 0.1%
Value ($000) $260 Shares 3,860 Est. Cost $50.36 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $251 Shares 1,629 Est. Cost $128.46 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $248 Shares 360 Est. Cost $688.93 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $248 Shares 9,146 Est. Cost $27.07 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $247 Shares 5,405 Est. Cost $36.37 Unrealized +3.7%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $245 Shares 3,015 Est. Cost $72.06 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $238 Shares 1,807 Est. Cost $123.44 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $233 Shares 5,617 Est. Cost $41.55 Unrealized
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $232 Shares 6,924 Est. Cost $30.79 Unrealized
APRW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $225 Shares 6,709 Est. Cost $33.58 Unrealized
PTLC PACER FDS TR 0.1%
Value ($000) $225 Shares 4,346 Est. Cost $36.08 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $224 Shares 3,278 Est. Cost $55.37 Unrealized +9.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $224 Shares 2,390 Est. Cost $90.48 Unrealized +0.8%
PSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $222 Shares 5,357 Est. Cost $39.94 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $220 Shares 906 Est. Cost $238.09 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $215 Shares 5,122 Est. Cost $32.73 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $210 Shares 936 Est. Cost $223.89 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $209 Shares 852 Est. Cost $145.82 Unrealized +76.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $209 Shares 787 Est. Cost $166.66 Unrealized +56.4%
IGM ISHARES TR 0.0%
Value ($000) $208 Shares 1,800 Est. Cost $115.47 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $208 Shares 6,492 Est. Cost $31.98 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $202 Shares 1,398 Est. Cost $113.54 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $201 Shares 1,057 Est. Cost $228.46 Unrealized -15.5%
RYLD GLOBAL X FDS 0.0%
Value ($000) $195 Shares 13,206 Est. Cost $17.47 Unrealized