MILESTONE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001964722 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $473,253 (100.0% shares, 0.0% debt)

Holdings (201)

PULS PGIM ETF TR 9.0%
Value ($000) $42,720 Shares 858,521 Est. Cost $49.75 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 7.7%
Value ($000) $36,595 Shares 1,586,241 Est. Cost $23.06 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 7.1%
Value ($000) $33,775 Shares 1,062,106 Est. Cost $27.76 Unrealized
FLRN SPDR SERIES TRUST 6.9%
Value ($000) $32,605 Shares 1,057,565 Est. Cost $30.82 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 2.3%
Value ($000) $11,121 Shares 418,721 Est. Cost $24.92 Unrealized
BIL SPDR SERIES TRUST 2.2%
Value ($000) $10,309 Shares 112,383 Est. Cost $91.73 Unrealized
XBIL RBB FD INC 2.1%
Value ($000) $10,041 Shares 200,214 Est. Cost $50.14 Unrealized
TFLO ISHARES TR 2.0%
Value ($000) $9,436 Shares 186,290 Est. Cost $50.65 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $8,429 Shares 16,946 Est. Cost $401.47 Unrealized +7.7%
AAPL APPLE INC 1.7%
Value ($000) $8,274 Shares 40,328 Est. Cost $196.97 Unrealized +2.3%
VOO VANGUARD INDEX FDS 1.7%
Value ($000) $8,127 Shares 14,307 Est. Cost $568.03 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $7,991 Shares 50,577 Est. Cost $108.77 Unrealized +15.7%
QQQ INVESCO QQQ TR 1.7%
Value ($000) $7,954 Shares 14,418 Est. Cost $506.33 Unrealized
GLD SPDR GOLD TR 1.5%
Value ($000) $6,879 Shares 22,567 Est. Cost $252.45 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $6,206 Shares 300,089 Est. Cost $20.65 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $5,720 Shares 146,087 Est. Cost $34.87 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $5,696 Shares 100,190 Est. Cost $57.56 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $5,504 Shares 101,173 Est. Cost $54.56 Unrealized
GAUG FIRST TR EXCHNG TRADED FD VI 1.1%
Value ($000) $5,242 Shares 141,703 Est. Cost $34.17 Unrealized
MSTB ETF SER SOLUTIONS 1.1%
Value ($000) $5,105 Shares 137,114 Est. Cost $25.76 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,961 Shares 127,237 Est. Cost $34.82 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,923 Shares 134,951 Est. Cost $33.29 Unrealized
GE GE AEROSPACE 1.0%
Value ($000) $4,796 Shares 18,633 Est. Cost $208.41 Unrealized +4.9%
CTAS CINTAS CORP 1.0%
Value ($000) $4,595 Shares 20,616 Est. Cost $211.75 Unrealized +1.1%
META META PLATFORMS INC 0.9%
Value ($000) $4,412 Shares 5,977 Est. Cost $510.62 Unrealized +20.8%
INTU INTUIT 0.9%
Value ($000) $4,139 Shares 5,255 Est. Cost $674.49 Unrealized 0.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $4,076 Shares 83,008 Est. Cost $53.21 Unrealized
VST VISTRA CORP 0.9%
Value ($000) $4,060 Shares 20,946 Est. Cost $147.45 Unrealized 0.0%
BOND PIMCO ETF TR 0.8%
Value ($000) $3,960 Shares 42,962 Est. Cost $91.62 Unrealized
AXON AXON ENTERPRISE INC 0.8%
Value ($000) $3,953 Shares 4,774 Est. Cost $680.44 Unrealized 0.0%
PWR QUANTA SVCS INC 0.8%
Value ($000) $3,809 Shares 10,074 Est. Cost $320.76 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $3,534 Shares 11,460 Est. Cost $297.38 Unrealized +1.7%
BALT INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,532 Shares 110,095 Est. Cost $29.09 Unrealized
MINT PIMCO ETF TR 0.7%
Value ($000) $3,345 Shares 33,276 Est. Cost $100.41 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.7%
Value ($000) $3,308 Shares 24,268 Est. Cost $22.61 Unrealized +418.7%
SHV ISHARES TR 0.7%
Value ($000) $3,120 Shares 28,255 Est. Cost $110.51 Unrealized
UDEC INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,109 Shares 85,322 Est. Cost $28.15 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $3,011 Shares 5,911 Est. Cost $353.58 Unrealized +22.6%
TSLA TESLA INC 0.6%
Value ($000) $2,915 Shares 9,178 Est. Cost $253.76 Unrealized +18.7%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $2,675 Shares 18,849 Est. Cost $134.46 Unrealized -19.0%
V VISA INC 0.5%
Value ($000) $2,487 Shares 7,005 Est. Cost $288.34 Unrealized +20.3%
PDEC INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,346 Shares 58,632 Est. Cost $30.86 Unrealized
BUFF INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,284 Shares 48,599 Est. Cost $40.55 Unrealized
SFLR INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,260 Shares 67,307 Est. Cost $26.06 Unrealized
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $2,173 Shares 19,599 Est. Cost $90.89 Unrealized +14.9%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,101 Shares 71,923 Est. Cost $25.04 Unrealized
PYLD PIMCO ETF TR 0.4%
Value ($000) $2,014 Shares 75,897 Est. Cost $26.12 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,931 Shares 6,662 Est. Cost $218.02 Unrealized +15.9%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,905 Shares 6,463 Est. Cost $206.26 Unrealized +23.1%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,879 Shares 15,153 Est. Cost $94.79 Unrealized +8.5%
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,617 Shares 34,889 Est. Cost $46.34 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,613 Shares 69,406 Est. Cost $23.24 Unrealized
SPAB SPDR SERIES TRUST 0.3%
Value ($000) $1,611 Shares 62,925 Est. Cost $25.60 Unrealized
CORP PIMCO ETF TR 0.3%
Value ($000) $1,593 Shares 16,365 Est. Cost $95.29 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,579 Shares 8,507 Est. Cost $162.42 Unrealized +12.5%
TBT PROSHARES TR 0.3%
Value ($000) $1,572 Shares 44,802 Est. Cost $35.08 Unrealized
AOM ISHARES TR 0.3%
Value ($000) $1,567 Shares 34,039 Est. Cost $41.68 Unrealized
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $1,538 Shares 15,037 Est. Cost $102.84 Unrealized -15.9%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,519 Shares 3,280 Est. Cost $427.66 Unrealized +7.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,507 Shares 1,522 Est. Cost $846.06 Unrealized +17.1%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $1,499 Shares 48,328 Est. Cost $30.89 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,486 Shares 15,196 Est. Cost $84.18 Unrealized +12.6%
MAR MARRIOTT INTL INC NEW 0.3%
Value ($000) $1,476 Shares 5,403 Est. Cost $235.24 Unrealized +5.9%
MBB ISHARES TR 0.3%
Value ($000) $1,463 Shares 15,580 Est. Cost $93.89 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $1,391 Shares 14,020 Est. Cost $99.11 Unrealized
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $1,309 Shares 13,443 Est. Cost $75.04 Unrealized +5.1%
PFE PFIZER INC 0.3%
Value ($000) $1,296 Shares 53,445 Est. Cost $24.93 Unrealized -10.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,271 Shares 2,617 Est. Cost $384.41 Unrealized +32.1%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,260 Shares 8,800 Est. Cost $140.62 Unrealized -2.6%
IEF ISHARES TR 0.3%
Value ($000) $1,227 Shares 12,814 Est. Cost $95.77 Unrealized
SPYI NEOS ETF TRUST 0.3%
Value ($000) $1,216 Shares 24,157 Est. Cost $50.03 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,202 Shares 19,200 Est. Cost $59.68 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $1,158 Shares 13,122 Est. Cost $88.25 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,152 Shares 39,173 Est. Cost $25.51 Unrealized +4.9%
SMH VANECK ETF TRUST 0.2%
Value ($000) $1,141 Shares 4,090 Est. Cost $241.74 Unrealized
TLH ISHARES TR 0.2%
Value ($000) $1,135 Shares 11,175 Est. Cost $101.60 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,134 Shares 2,548 Est. Cost $460.83 Unrealized 0.0%
NKE NIKE INC 0.2%
Value ($000) $1,110 Shares 15,628 Est. Cost $76.18 Unrealized -22.4%
PIMCO STRATEGIC INCOME FD 0.2%
Value ($000) $1,106 Shares 158,923 Est. Cost $6.30 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $1,087 Shares 8,051 Est. Cost $89.28 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,080 Shares 4,721 Est. Cost $193.97 Unrealized +18.4%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $1,059 Shares 18,567 Est. Cost $57.01 Unrealized
AOR ISHARES TR 0.2%
Value ($000) $1,027 Shares 16,688 Est. Cost $54.96 Unrealized
UAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,024 Shares 27,368 Est. Cost $28.65 Unrealized
HACK AMPLIFY ETF TR 0.2%
Value ($000) $1,019 Shares 11,796 Est. Cost $86.37 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,010 Shares 25,276 Est. Cost $36.21 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $1,003 Shares 5,485 Est. Cost $182.82 Unrealized
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $997 Shares 16,867 Est. Cost $51.28 Unrealized +7.8%
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $993 Shares 40,171 Est. Cost $24.39 Unrealized
MSTR MICROSTRATEGY INC 0.2%
Value ($000) $987 Shares 2,441 Est. Cost $317.51 Unrealized +14.7%
IONQ IONQ INC 0.2%
Value ($000) $985 Shares 22,926 Est. Cost $16.80 Unrealized +99.5%
FLOT ISHARES TR 0.2%
Value ($000) $985 Shares 19,303 Est. Cost $51.02 Unrealized
VPC ETFIS SER TR I 0.2%
Value ($000) $975 Shares 47,581 Est. Cost $21.46 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $971 Shares 16,564 Est. Cost $55.95 Unrealized 0.0%
HYS PIMCO ETF TR 0.2%
Value ($000) $944 Shares 9,938 Est. Cost $93.57 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $936 Shares 1,515 Est. Cost $400.63 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $924 Shares 13,323 Est. Cost $60.38 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $923 Shares 3,645 Est. Cost $239.01 Unrealized
CLOI VANECK ETF TRUST 0.2%
Value ($000) $893 Shares 16,872 Est. Cost $52.91 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $889 Shares 2,785 Est. Cost $220.59 Unrealized +26.6%
AMGN AMGEN INC 0.2%
Value ($000) $888 Shares 3,180 Est. Cost $278.29 Unrealized -0.2%
MTUM ISHARES TR 0.2%
Value ($000) $870 Shares 3,622 Est. Cost $240.32 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $869 Shares 4,028 Est. Cost $209.04 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $855 Shares 7,933 Est. Cost $99.48 Unrealized +5.1%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $824 Shares 11,945 Est. Cost $69.02 Unrealized
KR KROGER CO 0.2%
Value ($000) $812 Shares 11,316 Est. Cost $68.18 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $812 Shares 4,811 Est. Cost $161.40 Unrealized 0.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $808 Shares 2,081 Est. Cost $344.32 Unrealized -3.9%
TMUS T-MOBILE US INC 0.2%
Value ($000) $796 Shares 3,339 Est. Cost $241.48 Unrealized 0.0%
CTRE CARETRUST REIT INC 0.2%
Value ($000) $786 Shares 25,688 Est. Cost $25.73 Unrealized
BB BLACKBERRY LTD 0.2%
Value ($000) $780 Shares 170,384 Est. Cost $3.33 Unrealized +13.3%
JD JD.COM INC 0.2%
Value ($000) $780 Shares 23,903 Est. Cost $32.64 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $729 Shares 1 Est. Cost $589046.25 Unrealized +29.3%
CRM SALESFORCE INC 0.1%
Value ($000) $708 Shares 2,596 Est. Cost $275.06 Unrealized -3.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $699 Shares 16,160 Est. Cost $38.75 Unrealized +7.9%
BIZD VANECK ETF TRUST 0.1%
Value ($000) $699 Shares 42,945 Est. Cost $16.66 Unrealized
BDGS EA SERIES TRUST 0.1%
Value ($000) $679 Shares 20,601 Est. Cost $27.47 Unrealized
LQDH ISHARES U S ETF TR 0.1%
Value ($000) $674 Shares 7,295 Est. Cost $92.31 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $658 Shares 25,803 Est. Cost $25.54 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $649 Shares 631 Est. Cost $198.98 Unrealized -5.2%
ITA ISHARES TR 0.1%
Value ($000) $636 Shares 3,373 Est. Cost $124.07 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $635 Shares 10,376 Est. Cost $48.09 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $632 Shares 1,017 Est. Cost $404.29 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $631 Shares 4,320 Est. Cost $101.91 Unrealized +29.3%
PAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $625 Shares 15,454 Est. Cost $31.03 Unrealized
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $620 Shares 13,739 Est. Cost $33.16 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $611 Shares 11,669 Est. Cost $47.84 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $608 Shares 2,929 Est. Cost $172.45 Unrealized +1.1%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $602 Shares 2,771 Est. Cost $210.35 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $602 Shares 4,381 Est. Cost $136.16 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $599 Shares 3,273 Est. Cost $192.49 Unrealized -18.2%
HPQ HP INC 0.1%
Value ($000) $577 Shares 23,580 Est. Cost $32.19 Unrealized -23.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $569 Shares 3,569 Est. Cost $167.76 Unrealized -13.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $550 Shares 4,766 Est. Cost $100.02 Unrealized 0.0%
MAGS LISTED FDS TR 0.1%
Value ($000) $528 Shares 9,510 Est. Cost $53.10 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $523 Shares 6,760 Est. Cost $62.28 Unrealized 0.0%
ESTA ESTABLISHMENT LABS HLDGS INC 0.1%
Value ($000) $523 Shares 12,235 Est. Cost $34.87 Unrealized 0.0%
CRBU CARIBOU BIOSCIENCES INC 0.1%
Value ($000) $516 Shares 409,562 Est. Cost $1.93 Unrealized -49.2%
USMV ISHARES TR 0.1%
Value ($000) $516 Shares 5,496 Est. Cost $73.03 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $515 Shares 6,073 Est. Cost $92.17 Unrealized
IBND SPDR SERIES TRUST 0.1%
Value ($000) $514 Shares 15,772 Est. Cost $32.59 Unrealized
ENFR ALPS ETF TR 0.1%
Value ($000) $509 Shares 15,785 Est. Cost $31.37 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.1%
Value ($000) $508 Shares 101,047 Est. Cost $4.58 Unrealized +1.8%
ZM ZOOM COMMUNICATIONS INC 0.1%
Value ($000) $506 Shares 6,494 Est. Cost $79.55 Unrealized -2.8%
PHYL PGIM ETF TR 0.1%
Value ($000) $498 Shares 14,035 Est. Cost $35.75 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $489 Shares 668 Est. Cost $705.36 Unrealized -10.2%
UMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $488 Shares 14,030 Est. Cost $27.95 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $486 Shares 12,858 Est. Cost $29.85 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $468 Shares 1,210 Est. Cost $440.07 Unrealized -12.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $468 Shares 2,884 Est. Cost $198.54 Unrealized -20.0%
GOOG ALPHABET INC 0.1%
Value ($000) $453 Shares 2,551 Est. Cost $169.27 Unrealized -2.6%
GDDY GODADDY INC 0.1%
Value ($000) $451 Shares 2,502 Est. Cost $179.44 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $436 Shares 2,765 Est. Cost $103.91 Unrealized +41.3%
QYLD GLOBAL X FDS 0.1%
Value ($000) $431 Shares 25,756 Est. Cost $16.92 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $430 Shares 2,364 Est. Cost $173.08 Unrealized
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $425 Shares 13,589 Est. Cost $26.25 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $406 Shares 717 Est. Cost $550.83 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $404 Shares 6,475 Est. Cost $58.96 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $403 Shares 387 Est. Cost $1005.84 Unrealized +2.7%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $393 Shares 10,527 Est. Cost $30.90 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $390 Shares 500 Est. Cost $537.04 Unrealized +44.0%
GEV GE VERNOVA INC 0.1%
Value ($000) $385 Shares 727 Est. Cost $311.89 Unrealized +33.4%
TJX TJX COS INC NEW 0.1%
Value ($000) $383 Shares 3,101 Est. Cost $95.35 Unrealized +32.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $356 Shares 2,329 Est. Cost $149.59 Unrealized +0.8%
EXEL EXELIXIS INC 0.1%
Value ($000) $350 Shares 7,951 Est. Cost $24.12 Unrealized +65.7%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $349 Shares 4,807 Est. Cost $65.76 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $348 Shares 10,602 Est. Cost $32.81 Unrealized
SGOL ETFS GOLD TR 0.1%
Value ($000) $344 Shares 10,914 Est. Cost $25.70 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $339 Shares 1,114 Est. Cost $304.19 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $329 Shares 751 Est. Cost $339.81 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $327 Shares 1,492 Est. Cost $144.51 Unrealized +36.9%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $324 Shares 1,836 Est. Cost $157.01 Unrealized
DECM FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $324 Shares 10,285 Est. Cost $31.53 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $318 Shares 4,530 Est. Cost $41.87 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $303 Shares 1,098 Est. Cost $158.49 Unrealized +36.2%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $302 Shares 11,403 Est. Cost $27.32 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $300 Shares 3,784 Est. Cost $77.39 Unrealized 0.0%
AOA ISHARES TR 0.1%
Value ($000) $290 Shares 3,476 Est. Cost $76.66 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $282 Shares 1,713 Est. Cost $149.34 Unrealized +9.4%
COWZ PACER FDS TR 0.1%
Value ($000) $279 Shares 5,072 Est. Cost $56.48 Unrealized
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $277 Shares 10,272 Est. Cost $24.90 Unrealized
SSO PROSHARES TR 0.1%
Value ($000) $273 Shares 2,790 Est. Cost $51.49 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $272 Shares 5,291 Est. Cost $52.45 Unrealized
UMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $271 Shares 7,207 Est. Cost $28.72 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $254 Shares 3,594 Est. Cost $69.79 Unrealized 0.0%
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $242 Shares 7,063 Est. Cost $26.65 Unrealized
FEBM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $236 Shares 8,058 Est. Cost $29.30 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $225 Shares 123 Est. Cost $1877.74 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $223 Shares 671 Est. Cost $282.18 Unrealized 0.0%
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $221 Shares 5,816 Est. Cost $34.16 Unrealized
COR CENCORA INC 0.0%
Value ($000) $219 Shares 729 Est. Cost $232.15 Unrealized +23.5%
QLD PROSHARES TR 0.0%
Value ($000) $218 Shares 1,852 Est. Cost $117.71 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $218 Shares 2,018 Est. Cost $90.40 Unrealized +26.0%
UNP UNION PAC CORP 0.0%
Value ($000) $211 Shares 918 Est. Cost $230.22 Unrealized -5.1%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $209 Shares 1,923 Est. Cost $96.71 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.0%
Value ($000) $206 Shares 13,835 Est. Cost $15.57 Unrealized
BA BOEING CO 0.0%
Value ($000) $205 Shares 977 Est. Cost $188.88 Unrealized 0.0%
PEN PENUMBRA INC 0.0%
Value ($000) $203 Shares 790 Est. Cost $270.52 Unrealized +0.6%
FBND FIDELITY MERRIMACK STR TR 0.0%
Value ($000) $201 Shares 4,383 Est. Cost $45.24 Unrealized
ABRDN HEALTHCARE INVESTORS 0.0%
Value ($000) $185 Shares 11,913 Est. Cost $16.50 Unrealized
TIDAL TR II 0.0%
Value ($000) $106 Shares 12,930 Est. Cost $8.17 Unrealized