Advisor OS, LLC Diversified Active

CIK: 0001767580 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $1,016,192 (100.0% shares, 0.0% debt)

Holdings (458)

VOO VANGUARD INDEX FDS 9.0%
Value ($000) $91,728 Shares 161,485 Est. Cost $413.82 Unrealized
MINT PIMCO ETF TR 6.6%
Value ($000) $66,729 Shares 663,740 Est. Cost $100.54 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 5.6%
Value ($000) $57,145 Shares 279,204 Est. Cost $162.52 Unrealized
JAAA JANUS DETROIT STR TR 4.8%
Value ($000) $48,634 Shares 958,298 Est. Cost $50.69 Unrealized
IWD ISHARES TR 3.5%
Value ($000) $35,290 Shares 181,690 Est. Cost $193.97 Unrealized
CLIP GLOBAL X FDS 3.4%
Value ($000) $34,671 Shares 345,261 Est. Cost $100.42 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $32,761 Shares 159,678 Est. Cost $176.02 Unrealized +14.4%
NOC NORTHROP GRUMMAN CORP 2.3%
Value ($000) $23,491 Shares 46,985 Est. Cost $280.94 Unrealized +73.0%
JMST J P MORGAN EXCHANGE TRADED F 2.3%
Value ($000) $23,157 Shares 454,766 Est. Cost $50.70 Unrealized
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $21,962 Shares 139,010 Est. Cost $97.14 Unrealized +29.5%
VEA VANGUARD TAX-MANAGED FDS 2.0%
Value ($000) $20,644 Shares 362,108 Est. Cost $50.26 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $19,597 Shares 39,398 Est. Cost $283.70 Unrealized +52.4%
RSP INVESCO EXCHANGE TRADED FD T 1.9%
Value ($000) $18,982 Shares 104,446 Est. Cost $146.14 Unrealized
VTI VANGUARD INDEX FDS 1.7%
Value ($000) $16,810 Shares 55,307 Est. Cost $222.81 Unrealized
IWF ISHARES TR 1.5%
Value ($000) $15,590 Shares 36,719 Est. Cost $300.90 Unrealized
SPYM SPDR SERIES TRUST 1.2%
Value ($000) $12,202 Shares 167,862 Est. Cost $59.45 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $11,319 Shares 18,320 Est. Cost $436.83 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $10,047 Shares 45,795 Est. Cost $129.19 Unrealized +53.2%
TCHP T ROWE PRICE ETF INC 0.8%
Value ($000) $8,250 Shares 181,924 Est. Cost $27.48 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $8,191 Shares 358,456 Est. Cost $21.94 Unrealized
AVUV AMERICAN CENTY ETF TR 0.8%
Value ($000) $7,854 Shares 86,215 Est. Cost $94.38 Unrealized
SPSM SPDR SERIES TRUST 0.8%
Value ($000) $7,662 Shares 179,848 Est. Cost $41.63 Unrealized
ICSH ISHARES TR 0.7%
Value ($000) $7,337 Shares 144,692 Est. Cost $50.43 Unrealized
ISPY PROSHARES TR 0.7%
Value ($000) $7,145 Shares 168,385 Est. Cost $43.79 Unrealized
HDV ISHARES TR 0.6%
Value ($000) $6,229 Shares 53,158 Est. Cost $102.70 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $6,183 Shares 8,377 Est. Cost $338.38 Unrealized +82.2%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $5,871 Shares 20,252 Est. Cost $142.65 Unrealized +77.1%
GOOGL ALPHABET INC 0.6%
Value ($000) $5,733 Shares 32,532 Est. Cost $119.07 Unrealized +37.1%
SPMD SPDR SERIES TRUST 0.5%
Value ($000) $5,437 Shares 99,977 Est. Cost $51.01 Unrealized
MOAT VANECK ETF TRUST 0.5%
Value ($000) $5,297 Shares 56,481 Est. Cost $90.11 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.5%
Value ($000) $5,084 Shares 218,775 Est. Cost $23.24 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $4,908 Shares 73,012 Est. Cost $57.81 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.5%
Value ($000) $4,591 Shares 92,169 Est. Cost $49.81 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $4,543 Shares 45,793 Est. Cost $98.99 Unrealized
SPYG SPDR SERIES TRUST 0.4%
Value ($000) $4,514 Shares 47,355 Est. Cost $87.89 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $4,243 Shares 5,443 Est. Cost $517.02 Unrealized +49.6%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $4,110 Shares 30,829 Est. Cost $110.84 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $3,874 Shares 24,314 Est. Cost $139.12 Unrealized +15.6%
ACWI ISHARES TR 0.4%
Value ($000) $3,855 Shares 29,979 Est. Cost $113.01 Unrealized
V VISA INC 0.4%
Value ($000) $3,703 Shares 10,429 Est. Cost $210.09 Unrealized +65.2%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $3,592 Shares 15,157 Est. Cost $217.03 Unrealized
SPTM SPDR SERIES TRUST 0.3%
Value ($000) $3,474 Shares 46,394 Est. Cost $55.10 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $3,460 Shares 12,553 Est. Cost $159.24 Unrealized +35.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,394 Shares 6,987 Est. Cost $356.35 Unrealized +42.5%
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $3,364 Shares 83,075 Est. Cost $38.83 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $3,312 Shares 7,555 Est. Cost $288.29 Unrealized
SPYD SPDR SERIES TRUST 0.3%
Value ($000) $3,268 Shares 77,001 Est. Cost $42.44 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $3,155 Shares 3,187 Est. Cost $625.81 Unrealized +58.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $3,137 Shares 10,738 Est. Cost $239.50 Unrealized +26.7%
WMT WALMART INC 0.3%
Value ($000) $3,129 Shares 32,000 Est. Cost $61.35 Unrealized +54.5%
ABBV ABBVIE INC 0.3%
Value ($000) $3,120 Shares 16,811 Est. Cost $118.76 Unrealized +53.8%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,116 Shares 20,400 Est. Cost $144.44 Unrealized +4.4%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $3,077 Shares 5,577 Est. Cost $445.22 Unrealized
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $2,983 Shares 15,479 Est. Cost $159.17 Unrealized
GBDC GOLUB CAP BDC INC 0.3%
Value ($000) $2,901 Shares 197,991 Est. Cost $12.92 Unrealized +4.4%
GOOG ALPHABET INC 0.3%
Value ($000) $2,857 Shares 16,103 Est. Cost $113.26 Unrealized +45.5%
MRK MERCK & CO INC 0.3%
Value ($000) $2,795 Shares 35,303 Est. Cost $83.82 Unrealized -7.7%
TSLA TESLA INC 0.3%
Value ($000) $2,777 Shares 8,743 Est. Cost $241.72 Unrealized +24.6%
KO COCA COLA CO 0.3%
Value ($000) $2,691 Shares 38,038 Est. Cost $56.03 Unrealized +24.6%
IVV ISHARES TR 0.3%
Value ($000) $2,687 Shares 4,327 Est. Cost $506.08 Unrealized
EAGL 2023 ETF SERIES TRUST 0.3%
Value ($000) $2,625 Shares 86,988 Est. Cost $25.23 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,601 Shares 8,823 Est. Cost $145.22 Unrealized +74.8%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $2,385 Shares 52,130 Est. Cost $44.97 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $2,364 Shares 26,446 Est. Cost $79.04 Unrealized
T AT&T INC 0.2%
Value ($000) $2,202 Shares 76,102 Est. Cost $20.04 Unrealized +34.5%
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2,172 Shares 36,276 Est. Cost $59.64 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,146 Shares 3,820 Est. Cost $452.83 Unrealized +21.8%
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $2,101 Shares 23,670 Est. Cost $88.75 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,080 Shares 39,718 Est. Cost $43.10 Unrealized
CLOI VANECK ETF TRUST 0.2%
Value ($000) $2,051 Shares 38,737 Est. Cost $52.88 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $2,046 Shares 14,010 Est. Cost $92.32 Unrealized +42.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,036 Shares 6,383 Est. Cost $224.47 Unrealized +24.5%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,020 Shares 13,693 Est. Cost $114.32 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $1,982 Shares 9,184 Est. Cost $217.33 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,929 Shares 5,262 Est. Cost $284.99 Unrealized +24.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,894 Shares 8,365 Est. Cost $149.47 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,891 Shares 39,957 Est. Cost $32.23 Unrealized +28.6%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,883 Shares 15,957 Est. Cost $95.39 Unrealized +21.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,869 Shares 26,935 Est. Cost $45.37 Unrealized +33.1%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,850 Shares 17,163 Est. Cost $94.23 Unrealized +10.9%
NFLX NETFLIX INC 0.2%
Value ($000) $1,844 Shares 1,377 Est. Cost $57.30 Unrealized +97.3%
RDDT REDDIT INC 0.2%
Value ($000) $1,796 Shares 11,927 Est. Cost $61.82 Unrealized +83.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,793 Shares 5,747 Est. Cost $393.63 Unrealized -4.7%
INTU INTUIT 0.2%
Value ($000) $1,790 Shares 2,272 Est. Cost $384.17 Unrealized +75.6%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,788 Shares 21,891 Est. Cost $80.81 Unrealized
DOX AMDOCS LTD 0.2%
Value ($000) $1,723 Shares 18,885 Est. Cost $84.42 Unrealized +3.9%
GE GE AEROSPACE 0.2%
Value ($000) $1,717 Shares 6,671 Est. Cost $127.27 Unrealized +71.7%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,696 Shares 47,312 Est. Cost $27.55 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,690 Shares 69,730 Est. Cost $29.54 Unrealized -24.3%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,685 Shares 66,620 Est. Cost $34.89 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,681 Shares 15,491 Est. Cost $71.24 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,655 Shares 4,264 Est. Cost $293.81 Unrealized +12.6%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $1,643 Shares 2,141 Est. Cost $519.12 Unrealized +23.6%
SO SOUTHERN CO 0.2%
Value ($000) $1,641 Shares 17,873 Est. Cost $67.57 Unrealized +30.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,540 Shares 3,325 Est. Cost $426.43 Unrealized +7.7%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,537 Shares 5,491 Est. Cost $234.36 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $1,524 Shares 20,827 Est. Cost $57.34 Unrealized +17.4%
NOW SERVICENOW INC 0.1%
Value ($000) $1,509 Shares 1,468 Est. Cost $105.20 Unrealized +79.3%
AMGN AMGEN INC 0.1%
Value ($000) $1,491 Shares 5,340 Est. Cost $266.94 Unrealized +4.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,471 Shares 9,236 Est. Cost $144.87 Unrealized +0.1%
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,461 Shares 23,262 Est. Cost $25.76 Unrealized +123.9%
ABT ABBOTT LABS 0.1%
Value ($000) $1,432 Shares 10,525 Est. Cost $101.61 Unrealized +28.5%
FLTR VANECK ETF TRUST 0.1%
Value ($000) $1,404 Shares 55,044 Est. Cost $25.21 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $1,372 Shares 10,314 Est. Cost $93.93 Unrealized +24.2%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,349 Shares 15,476 Est. Cost $81.73 Unrealized +2.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,349 Shares 7,406 Est. Cost $99.89 Unrealized +67.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,335 Shares 5,004 Est. Cost $174.97 Unrealized +47.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $1,334 Shares 4,281 Est. Cost $188.67 Unrealized +59.9%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,334 Shares 28,796 Est. Cost $46.16 Unrealized
CATH GLOBAL X FDS 0.1%
Value ($000) $1,331 Shares 17,637 Est. Cost $55.01 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,330 Shares 37,273 Est. Cost $37.51 Unrealized -9.6%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $1,306 Shares 16,869 Est. Cost $62.07 Unrealized +0.3%
IJR ISHARES TR 0.1%
Value ($000) $1,281 Shares 11,724 Est. Cost $94.02 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,275 Shares 5,573 Est. Cost $190.25 Unrealized +20.7%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,265 Shares 5,623 Est. Cost $156.19 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $1,252 Shares 3,911 Est. Cost $235.02 Unrealized +39.4%
DJIA GLOBAL X FDS 0.1%
Value ($000) $1,249 Shares 57,601 Est. Cost $21.93 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,225 Shares 13,130 Est. Cost $50.39 Unrealized +63.4%
IGSB ISHARES TR 0.1%
Value ($000) $1,213 Shares 22,992 Est. Cost $54.38 Unrealized
KR KROGER CO 0.1%
Value ($000) $1,213 Shares 16,906 Est. Cost $62.62 Unrealized +8.9%
PEP PEPSICO INC 0.1%
Value ($000) $1,183 Shares 8,962 Est. Cost $141.39 Unrealized -7.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,180 Shares 17,493 Est. Cost $65.08 Unrealized +0.1%
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1,179 Shares 17,782 Est. Cost $65.73 Unrealized
FLEX FLEX LTD 0.1%
Value ($000) $1,156 Shares 23,150 Est. Cost $34.94 Unrealized +11.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,154 Shares 5,557 Est. Cost $163.99 Unrealized +6.3%
OKE ONEOK INC NEW 0.1%
Value ($000) $1,154 Shares 14,134 Est. Cost $58.63 Unrealized +37.6%
BOND PIMCO ETF TR 0.1%
Value ($000) $1,152 Shares 12,496 Est. Cost $91.99 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $1,147 Shares 3,762 Est. Cost $292.92 Unrealized
KELLANOVA 0.1%
Value ($000) $1,145 Shares 14,396 Est. Cost $54.31 Unrealized +47.6%
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $1,112 Shares 21,241 Est. Cost $46.81 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,098 Shares 8,857 Est. Cost $96.38 Unrealized +6.7%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1,093 Shares 37,179 Est. Cost $11.78 Unrealized +127.2%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $1,087 Shares 2,131 Est. Cost $377.06 Unrealized +21.8%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,081 Shares 14,609 Est. Cost $66.27 Unrealized
TFI SPDR SERIES TRUST 0.1%
Value ($000) $1,080 Shares 24,179 Est. Cost $46.18 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $1,078 Shares 8,795 Est. Cost $118.28 Unrealized -14.3%
SYY SYSCO CORP 0.1%
Value ($000) $1,059 Shares 13,982 Est. Cost $70.95 Unrealized +0.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,057 Shares 5,349 Est. Cost $203.54 Unrealized -5.2%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $1,042 Shares 24,370 Est. Cost $40.27 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,041 Shares 6,199 Est. Cost $102.08 Unrealized +44.1%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1,032 Shares 31,231 Est. Cost $30.80 Unrealized +7.2%
CPSD CALAMOS ETF TR 0.1%
Value ($000) $1,029 Shares 41,476 Est. Cost $23.90 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1,028 Shares 4,167 Est. Cost $179.18 Unrealized +36.8%
CPSN CALAMOS ETF TR 0.1%
Value ($000) $1,027 Shares 39,426 Est. Cost $25.29 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,023 Shares 4,678 Est. Cost $127.75 Unrealized +25.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $1,016 Shares 18,092 Est. Cost $61.29 Unrealized -17.0%
PWR QUANTA SVCS INC 0.1%
Value ($000) $1,013 Shares 2,679 Est. Cost $251.93 Unrealized +27.3%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,007 Shares 1,978 Est. Cost $300.28 Unrealized +44.4%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1,000 Shares 56,193 Est. Cost $18.03 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $993 Shares 16,415 Est. Cost $49.66 Unrealized +21.0%
CMI CUMMINS INC 0.1%
Value ($000) $986 Shares 3,010 Est. Cost $281.95 Unrealized +8.4%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $986 Shares 7,646 Est. Cost $123.40 Unrealized +6.7%
CLX CLOROX CO DEL 0.1%
Value ($000) $983 Shares 8,189 Est. Cost $137.68 Unrealized -5.3%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $982 Shares 5,554 Est. Cost $167.66 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $966 Shares 4,890 Est. Cost $236.77 Unrealized -23.3%
CTAS CINTAS CORP 0.1%
Value ($000) $963 Shares 4,320 Est. Cost $184.93 Unrealized +15.8%
MDYV SPDR SERIES TRUST 0.1%
Value ($000) $944 Shares 11,882 Est. Cost $78.72 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $942 Shares 3,253 Est. Cost $278.50 Unrealized +3.0%
WAB WABTEC 0.1%
Value ($000) $942 Shares 4,498 Est. Cost $137.87 Unrealized +39.0%
KLAC KLA CORP 0.1%
Value ($000) $934 Shares 1,042 Est. Cost $646.62 Unrealized +15.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $929 Shares 29,967 Est. Cost $20.16 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $929 Shares 8,891 Est. Cost $106.55 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $908 Shares 17,514 Est. Cost $63.06 Unrealized -16.3%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $907 Shares 6,335 Est. Cost $146.23 Unrealized -6.3%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $906 Shares 9,926 Est. Cost $80.61 Unrealized +3.2%
BLK BLACKROCK INC 0.1%
Value ($000) $895 Shares 853 Est. Cost $982.93 Unrealized -5.1%
CDW CDW CORP 0.1%
Value ($000) $894 Shares 5,003 Est. Cost $194.56 Unrealized -13.6%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $889 Shares 5,131 Est. Cost $139.75 Unrealized +11.1%
TMSL T ROWE PRICE ETF INC 0.1%
Value ($000) $886 Shares 27,002 Est. Cost $32.21 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $884 Shares 2,869 Est. Cost $145.25 Unrealized +100.2%
EBAY EBAY INC. 0.1%
Value ($000) $883 Shares 11,862 Est. Cost $62.95 Unrealized +11.6%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $880 Shares 1,203 Est. Cost $311.80 Unrealized +103.2%
GEN GEN DIGITAL INC 0.1%
Value ($000) $863 Shares 29,353 Est. Cost $27.95 Unrealized -3.3%
DDOG DATADOG INC 0.1%
Value ($000) $862 Shares 6,420 Est. Cost $130.91 Unrealized -15.4%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $862 Shares 2,132 Est. Cost $303.51 Unrealized +20.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $861 Shares 3,399 Est. Cost $227.14 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $850 Shares 1,565 Est. Cost $441.29 Unrealized +18.5%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $842 Shares 46,467 Est. Cost $8.08 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $842 Shares 22,796 Est. Cost $33.73 Unrealized
COR CENCORA INC 0.1%
Value ($000) $838 Shares 2,795 Est. Cost $207.93 Unrealized +37.9%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $837 Shares 8,478 Est. Cost $58.59 Unrealized +38.9%
SHYG ISHARES TR 0.1%
Value ($000) $836 Shares 19,375 Est. Cost $44.17 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $829 Shares 14,967 Est. Cost $38.38 Unrealized +23.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $805 Shares 5,904 Est. Cost $63.70 Unrealized +84.1%
PPG PPG INDS INC 0.1%
Value ($000) $794 Shares 6,982 Est. Cost $119.22 Unrealized -10.8%
NTAP NETAPP INC 0.1%
Value ($000) $793 Shares 7,440 Est. Cost $114.97 Unrealized -18.7%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $779 Shares 7,511 Est. Cost $85.76 Unrealized +18.9%
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $779 Shares 8,970 Est. Cost $84.50 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $775 Shares 3,788 Est. Cost $148.35 Unrealized +25.2%
ASML ASML HOLDING N V 0.1%
Value ($000) $758 Shares 946 Est. Cost $615.07 Unrealized
RBA RB GLOBAL INC 0.1%
Value ($000) $757 Shares 7,128 Est. Cost $64.15 Unrealized +59.8%
FLTB FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $745 Shares 14,777 Est. Cost $49.32 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $737 Shares 2,735 Est. Cost $192.88 Unrealized +30.8%
CRM SALESFORCE INC 0.1%
Value ($000) $733 Shares 2,689 Est. Cost $267.08 Unrealized -0.4%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $730 Shares 1,367 Est. Cost $520.41 Unrealized -5.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $725 Shares 2,426 Est. Cost $284.53 Unrealized +6.4%
SRE SEMPRA 0.1%
Value ($000) $725 Shares 9,563 Est. Cost $74.47 Unrealized -2.5%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $723 Shares 10,046 Est. Cost $82.67 Unrealized -13.0%
DE DEERE & CO 0.1%
Value ($000) $717 Shares 1,409 Est. Cost $396.12 Unrealized +22.4%
ABNB AIRBNB INC 0.1%
Value ($000) $702 Shares 5,303 Est. Cost $151.83 Unrealized -16.6%
SHV ISHARES TR 0.1%
Value ($000) $700 Shares 6,342 Est. Cost $110.49 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $695 Shares 16,070 Est. Cost $36.48 Unrealized +14.6%
WDAY WORKDAY INC 0.1%
Value ($000) $676 Shares 2,815 Est. Cost $262.09 Unrealized -7.1%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $673 Shares 8,460 Est. Cost $79.72 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $670 Shares 2,913 Est. Cost $212.72 Unrealized +2.7%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $669 Shares 17,998 Est. Cost $37.18 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $660 Shares 2,141 Est. Cost $218.28 Unrealized +38.5%
RIVERNORTH OPPORTUNITIES FD 0.1%
Value ($000) $658 Shares 53,665 Est. Cost $11.50 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $653 Shares 19,521 Est. Cost $31.08 Unrealized
DT DYNATRACE INC 0.1%
Value ($000) $650 Shares 11,776 Est. Cost $44.67 Unrealized +12.1%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $650 Shares 1,670 Est. Cost $395.78 Unrealized +0.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $646 Shares 11,020 Est. Cost $37.99 Unrealized +47.2%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $640 Shares 917 Est. Cost $467.90 Unrealized +34.3%
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $636 Shares 1,696 Est. Cost $170.68 Unrealized +105.3%
VLTO VERALTO CORP 0.1%
Value ($000) $634 Shares 6,284 Est. Cost $77.17 Unrealized +24.6%
TMUS T-MOBILE US INC 0.1%
Value ($000) $622 Shares 2,612 Est. Cost $171.82 Unrealized +40.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $622 Shares 5,609 Est. Cost $71.60 Unrealized +45.8%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $621 Shares 8,998 Est. Cost $98.25 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $620 Shares 6,736 Est. Cost $85.21 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $617 Shares 2,819 Est. Cost $286.56 Unrealized -25.5%
VOTE TCW ETF TRUST 0.1%
Value ($000) $612 Shares 8,417 Est. Cost $66.18 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $610 Shares 2,188 Est. Cost $235.35 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $604 Shares 20,687 Est. Cost $37.12 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS IN 0.1%
Value ($000) $583 Shares 25,405 Est. Cost $51.65 Unrealized -52.0%
BRO BROWN & BROWN INC 0.1%
Value ($000) $580 Shares 5,229 Est. Cost $106.04 Unrealized +5.5%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $573 Shares 1,185 Est. Cost $466.30 Unrealized -0.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $568 Shares 7,091 Est. Cost $52.52 Unrealized +35.5%
SEIC SEI INVTS CO 0.1%
Value ($000) $568 Shares 6,322 Est. Cost $77.55 Unrealized +2.8%
GVI ISHARES TR 0.1%
Value ($000) $567 Shares 5,309 Est. Cost $104.95 Unrealized
VIRTUS DIVIDEND INTEREST & P 0.1%
Value ($000) $566 Shares 45,614 Est. Cost $12.79 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $564 Shares 1,067 Est. Cost $217.00 Unrealized +91.7%
PSX PHILLIPS 66 0.1%
Value ($000) $563 Shares 4,723 Est. Cost $99.56 Unrealized +10.0%
WRB BERKLEY W R CORP 0.1%
Value ($000) $563 Shares 7,658 Est. Cost $35.86 Unrealized +95.1%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $558 Shares 12,188 Est. Cost $30.15 Unrealized
BA BOEING CO 0.1%
Value ($000) $555 Shares 2,649 Est. Cost $204.37 Unrealized -7.6%
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $554 Shares 11,400 Est. Cost $48.33 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $554 Shares 7,696 Est. Cost $102.04 Unrealized -37.4%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $553 Shares 2,370 Est. Cost $201.55 Unrealized +10.3%
PSR INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $548 Shares 6,005 Est. Cost $91.78 Unrealized
SPIB SPDR SERIES TRUST 0.1%
Value ($000) $548 Shares 16,308 Est. Cost $33.35 Unrealized
HDB HDFC BANK LTD 0.1%
Value ($000) $540 Shares 7,042 Est. Cost $66.13 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $537 Shares 3,593 Est. Cost $105.27 Unrealized +28.3%
LIN LINDE PLC 0.1%
Value ($000) $537 Shares 1,144 Est. Cost $375.54 Unrealized +20.4%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $535 Shares 20,174 Est. Cost $33.93 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.1%
Value ($000) $535 Shares 30,218 Est. Cost $20.50 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $531 Shares 2,640 Est. Cost $196.87 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $529 Shares 3,753 Est. Cost $101.97 Unrealized +18.6%
TJX TJX COS INC NEW 0.1%
Value ($000) $526 Shares 4,256 Est. Cost $101.63 Unrealized +23.9%
IEFA ISHARES TR 0.1%
Value ($000) $525 Shares 6,287 Est. Cost $69.89 Unrealized
BSY BENTLEY SYS INC 0.1%
Value ($000) $513 Shares 9,502 Est. Cost $42.52 Unrealized +8.4%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $512 Shares 23,158 Est. Cost $24.29 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $503 Shares 5,252 Est. Cost $96.22 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $500 Shares 9,471 Est. Cost $56.90 Unrealized -16.4%
MCK MCKESSON CORP 0.0%
Value ($000) $499 Shares 681 Est. Cost $575.94 Unrealized +22.2%
VRE VERIS RESIDENTIAL INC 0.0%
Value ($000) $498 Shares 33,427 Est. Cost $14.89 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $497 Shares 4,857 Est. Cost $102.21 Unrealized -15.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $493 Shares 2,965 Est. Cost $147.88 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $492 Shares 20,031 Est. Cost $33.75 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $485 Shares 15,812 Est. Cost $41.85 Unrealized -18.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $484 Shares 4,198 Est. Cost $100.02 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $481 Shares 83 Est. Cost $4903.08 Unrealized +3.9%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $477 Shares 1,244 Est. Cost $309.05 Unrealized +16.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $476 Shares 1,520 Est. Cost $175.96 Unrealized +34.2%
HUBB HUBBELL INC 0.0%
Value ($000) $471 Shares 1,153 Est. Cost $438.83 Unrealized -16.2%
ADBE ADOBE INC 0.0%
Value ($000) $469 Shares 1,211 Est. Cost $425.92 Unrealized -9.5%
ALC ALCON AG 0.0%
Value ($000) $466 Shares 5,276 Est. Cost $72.40 Unrealized +23.7%
CEFS EXCHANGE LISTED FDS TR 0.0%
Value ($000) $461 Shares 20,728 Est. Cost $22.24 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $461 Shares 19,333 Est. Cost $31.05 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $455 Shares 793 Est. Cost $295.80 Unrealized +87.5%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $453 Shares 18,514 Est. Cost $28.15 Unrealized -15.5%
WSO WATSCO INC 0.0%
Value ($000) $451 Shares 1,022 Est. Cost $286.24 Unrealized +62.1%
ROL ROLLINS INC 0.0%
Value ($000) $451 Shares 8,000 Est. Cost $35.84 Unrealized +55.4%
WCMI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $446 Shares 28,011 Est. Cost $13.76 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $442 Shares 2,234 Est. Cost $200.79 Unrealized -9.2%
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $441 Shares 16,602 Est. Cost $26.88 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $439 Shares 833 Est. Cost $441.94 Unrealized +12.4%
AZO AUTOZONE INC 0.0%
Value ($000) $438 Shares 118 Est. Cost $2891.80 Unrealized +27.5%
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $435 Shares 17,003 Est. Cost $25.54 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $435 Shares 1,219 Est. Cost $249.29 Unrealized +23.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $435 Shares 4,050 Est. Cost $90.25 Unrealized +11.1%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $434 Shares 5,366 Est. Cost $81.67 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $426 Shares 4,745 Est. Cost $102.61 Unrealized -14.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $420 Shares 1,974 Est. Cost $185.05 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $417 Shares 2,940 Est. Cost $112.58 Unrealized -3.3%
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $416 Shares 17,906 Est. Cost $6.07 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $410 Shares 1,601 Est. Cost $212.37 Unrealized +9.7%
ITWO PROSHARES TR 0.0%
Value ($000) $408 Shares 11,197 Est. Cost $38.43 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $406 Shares 2,629 Est. Cost $179.40 Unrealized -22.7%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $406 Shares 2,484 Est. Cost $156.12 Unrealized -0.3%
ITOT ISHARES TR 0.0%
Value ($000) $403 Shares 2,983 Est. Cost $97.40 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $401 Shares 2,226 Est. Cost $156.90 Unrealized +12.2%
EOG EOG RES INC 0.0%
Value ($000) $400 Shares 3,345 Est. Cost $111.39 Unrealized +0.6%
GENM SPINNAKER ETF SERIES 0.0%
Value ($000) $400 Shares 39,216 Est. Cost $10.08 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $399 Shares 7,748 Est. Cost $30.36 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $399 Shares 1,490 Est. Cost $177.76 Unrealized +46.7%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $397 Shares 3,693 Est. Cost $84.76 Unrealized +19.4%
EEM ISHARES TR 0.0%
Value ($000) $394 Shares 8,161 Est. Cost $48.24 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $392 Shares 1,682 Est. Cost $181.93 Unrealized +9.7%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $390 Shares 7,504 Est. Cost $42.28 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $386 Shares 2,675 Est. Cost $116.17 Unrealized +17.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $384 Shares 971 Est. Cost $344.68 Unrealized +7.8%
DEO DIAGEO PLC 0.0%
Value ($000) $382 Shares 3,784 Est. Cost $162.47 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $378 Shares 2,067 Est. Cost $159.90 Unrealized
HYS PIMCO ETF TR 0.0%
Value ($000) $377 Shares 3,973 Est. Cost $99.12 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $374 Shares 2,572 Est. Cost $107.88 Unrealized +36.7%
MAS MASCO CORP 0.0%
Value ($000) $369 Shares 5,739 Est. Cost $77.69 Unrealized -19.9%
CSX CSX CORP 0.0%
Value ($000) $366 Shares 11,226 Est. Cost $31.10 Unrealized -4.2%
EFX EQUIFAX INC 0.0%
Value ($000) $366 Shares 1,409 Est. Cost $204.94 Unrealized +23.4%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $365 Shares 3,542 Est. Cost $160.61 Unrealized -31.1%
C CITIGROUP INC 0.0%
Value ($000) $364 Shares 4,272 Est. Cost $74.13 Unrealized -3.9%
CSL CARLISLE COS INC 0.0%
Value ($000) $363 Shares 973 Est. Cost $397.30 Unrealized -7.5%
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $363 Shares 36,156 Est. Cost $13.91 Unrealized
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $362 Shares 13,127 Est. Cost $24.02 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $361 Shares 15,702 Est. Cost $22.98 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $359 Shares 4,643 Est. Cost $66.18 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $356 Shares 8,737 Est. Cost $37.32 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $355 Shares 502 Est. Cost $548.60 Unrealized +4.2%
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $354 Shares 9,673 Est. Cost $28.35 Unrealized +20.5%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $353 Shares 690 Est. Cost $422.61 Unrealized +14.2%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $352 Shares 14,901 Est. Cost $31.75 Unrealized -25.2%
NDSN NORDSON CORP 0.0%
Value ($000) $351 Shares 1,637 Est. Cost $206.96 Unrealized -4.8%
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $351 Shares 3,000 Est. Cost $116.89 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $349 Shares 5,493 Est. Cost $60.09 Unrealized -0.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $349 Shares 7,531 Est. Cost $46.72 Unrealized +1.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $347 Shares 1,124 Est. Cost $373.02 Unrealized -27.2%
MMM 3M CO 0.0%
Value ($000) $345 Shares 2,264 Est. Cost $96.41 Unrealized +46.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $342 Shares 1,061 Est. Cost $263.84 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $340 Shares 4,222 Est. Cost $66.43 Unrealized +14.1%
IJH ISHARES TR 0.0%
Value ($000) $337 Shares 5,441 Est. Cost $94.63 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $337 Shares 6,552 Est. Cost $48.76 Unrealized -13.6%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $335 Shares 3,308 Est. Cost $131.25 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $335 Shares 4,819 Est. Cost $55.40 Unrealized +22.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $332 Shares 3,187 Est. Cost $80.44 Unrealized +29.6%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $331 Shares 6,920 Est. Cost $47.96 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $329 Shares 1,511 Est. Cost $151.17 Unrealized +35.1%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $329 Shares 614 Est. Cost $434.87 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $328 Shares 1,376 Est. Cost $208.45 Unrealized -1.2%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $327 Shares 3,037 Est. Cost $87.39 Unrealized +30.4%
GWW GRAINGER W W INC 0.0%
Value ($000) $327 Shares 314 Est. Cost $1001.19 Unrealized +3.2%
POOL POOL CORP 0.0%
Value ($000) $326 Shares 1,119 Est. Cost $366.95 Unrealized -18.5%
EME EMCOR GROUP INC 0.0%
Value ($000) $325 Shares 607 Est. Cost $432.39 Unrealized +2.0%
RWJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $325 Shares 7,500 Est. Cost $43.29 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $324 Shares 741 Est. Cost $276.38 Unrealized +42.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $322 Shares 3,256 Est. Cost $84.02 Unrealized +13.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $321 Shares 3,525 Est. Cost $82.56 Unrealized +1.7%
USB US BANCORP DEL 0.0%
Value ($000) $318 Shares 7,017 Est. Cost $39.52 Unrealized +3.1%
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value ($000) $316 Shares 21,026 Est. Cost $12.35 Unrealized +10.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $312 Shares 770 Est. Cost $481.03 Unrealized -13.3%
LOW LOWES COS INC 0.0%
Value ($000) $312 Shares 1,404 Est. Cost $212.67 Unrealized +3.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $310 Shares 2,226 Est. Cost $118.54 Unrealized +19.1%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $306 Shares 2,473 Est. Cost $112.41 Unrealized +9.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $303 Shares 1,248 Est. Cost $221.01 Unrealized +6.3%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $302 Shares 10,011 Est. Cost $30.14 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $299 Shares 4,204 Est. Cost $96.69 Unrealized -20.8%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $293 Shares 2,278 Est. Cost $97.15 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $290 Shares 2,204 Est. Cost $101.64 Unrealized +12.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $290 Shares 3,415 Est. Cost $74.35 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $289 Shares 2,973 Est. Cost $78.11 Unrealized +1.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $289 Shares 158 Est. Cost $540.86 Unrealized +247.2%
ANSYS INC 0.0%
Value ($000) $289 Shares 822 Est. Cost $299.34 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $288 Shares 10,261 Est. Cost $27.67 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $287 Shares 3,600 Est. Cost $73.67 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $283 Shares 2,330 Est. Cost $87.88 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $283 Shares 857 Est. Cost $317.87 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $282 Shares 108 Est. Cost $2335.36 Unrealized 0.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $280 Shares 5,351 Est. Cost $56.16 Unrealized -17.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $277 Shares 835 Est. Cost $276.01 Unrealized +2.2%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $277 Shares 2,184 Est. Cost $117.32 Unrealized +6.9%
VST VISTRA CORP 0.0%
Value ($000) $277 Shares 1,427 Est. Cost $147.45 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $276 Shares 1,247 Est. Cost $205.16 Unrealized +2.5%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $274 Shares 941 Est. Cost $256.06 Unrealized +6.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $272 Shares 2,209 Est. Cost $93.22 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $272 Shares 14,359 Est. Cost $5.00 Unrealized +243.3%
ZTS ZOETIS INC 0.0%
Value ($000) $271 Shares 1,739 Est. Cost $177.61 Unrealized -11.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $269 Shares 1,563 Est. Cost $228.05 Unrealized -20.9%
REIT ALPS ETF TR 0.0%
Value ($000) $264 Shares 10,042 Est. Cost $29.05 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $264 Shares 840 Est. Cost $249.30 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $264 Shares 3,489 Est. Cost $75.57 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $262 Shares 4,194 Est. Cost $62.36 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $258 Shares 5,612 Est. Cost $47.27 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $257 Shares 3,731 Est. Cost $64.19 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $257 Shares 1,403 Est. Cost $157.45 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $256 Shares 1,305 Est. Cost $145.18 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $254 Shares 3,794 Est. Cost $56.98 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $254 Shares 2,785 Est. Cost $73.48 Unrealized +25.6%
HGER HARBOR ETF TRUST 0.0%
Value ($000) $253 Shares 10,436 Est. Cost $21.07 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $252 Shares 3,946 Est. Cost $63.94 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $252 Shares 4,111 Est. Cost $61.21 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $251 Shares 1,447 Est. Cost $173.27 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $250 Shares 11,174 Est. Cost $31.32 Unrealized -33.8%
CPRJ CALAMOS ETF TR 0.0%
Value ($000) $249 Shares 9,645 Est. Cost $25.27 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $241 Shares 1,314 Est. Cost $153.42 Unrealized +11.1%
CME CME GROUP INC 0.0%
Value ($000) $240 Shares 871 Est. Cost $245.53 Unrealized +9.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $240 Shares 3,829 Est. Cost $53.06 Unrealized +15.2%
CBRE CBRE GROUP INC 0.0%
Value ($000) $240 Shares 1,711 Est. Cost $80.95 Unrealized +56.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $238 Shares 2,826 Est. Cost $76.90 Unrealized +2.6%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $237 Shares 29,494 Est. Cost $6.76 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $236 Shares 2,146 Est. Cost $110.10 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $235 Shares 1,337 Est. Cost $131.69 Unrealized +14.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $234 Shares 412 Est. Cost $540.22 Unrealized +4.1%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $233 Shares 939 Est. Cost $268.91 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $232 Shares 4,551 Est. Cost $28.64 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $231 Shares 659 Est. Cost $233.78 Unrealized 0.0%
CHE CHEMED CORP NEW 0.0%
Value ($000) $230 Shares 473 Est. Cost $511.20 Unrealized +11.1%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $230 Shares 9,171 Est. Cost $25.03 Unrealized
SAIA SAIA INC 0.0%
Value ($000) $229 Shares 837 Est. Cost $297.50 Unrealized -4.2%
UNM UNUM GROUP 0.0%
Value ($000) $228 Shares 2,827 Est. Cost $69.09 Unrealized +14.3%
MSCI MSCI INC 0.0%
Value ($000) $228 Shares 395 Est. Cost $444.34 Unrealized +23.6%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $226 Shares 1,090 Est. Cost $192.81 Unrealized -0.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $223 Shares 3,953 Est. Cost $53.16 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $217 Shares 2,388 Est. Cost $90.04 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $217 Shares 8,048 Est. Cost $25.55 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $217 Shares 1,711 Est. Cost $93.90 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $216 Shares 1,106 Est. Cost $195.00 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $215 Shares 3,771 Est. Cost $49.95 Unrealized 0.0%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $214 Shares 7,297 Est. Cost $25.44 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $212 Shares 5,290 Est. Cost $40.02 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $211 Shares 7,534 Est. Cost $28.02 Unrealized
SAP SAP SE 0.0%
Value ($000) $210 Shares 691 Est. Cost $304.10 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $209 Shares 513 Est. Cost $406.88 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $209 Shares 2,515 Est. Cost $81.76 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $209 Shares 1,333 Est. Cost $149.33 Unrealized 0.0%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $208 Shares 3,337 Est. Cost $62.42 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $208 Shares 1,969 Est. Cost $91.75 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $206 Shares 1,707 Est. Cost $156.88 Unrealized -24.7%
THO THOR INDS INC 0.0%
Value ($000) $205 Shares 2,313 Est. Cost $77.74 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $205 Shares 8,407 Est. Cost $24.34 Unrealized
SE SEA LTD 0.0%
Value ($000) $205 Shares 1,281 Est. Cost $159.94 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $205 Shares 779 Est. Cost $241.79 Unrealized 0.0%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $203 Shares 706 Est. Cost $298.86 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $203 Shares 4,124 Est. Cost $45.56 Unrealized 0.0%
SNPS SYNOPSYS INC 0.0%
Value ($000) $203 Shares 395 Est. Cost $465.91 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $202 Shares 1,083 Est. Cost $153.62 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $201 Shares 243 Est. Cost $680.44 Unrealized 0.0%
CVNA CARVANA CO 0.0%
Value ($000) $200 Shares 595 Est. Cost $274.18 Unrealized 0.0%
EXPO EXPONENT INC 0.0%
Value ($000) $200 Shares 2,682 Est. Cost $91.24 Unrealized -16.0%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $176 Shares 13,495 Est. Cost $13.04 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $162 Shares 31,298 Est. Cost $3.60 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $162 Shares 10,144 Est. Cost $19.89 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $156 Shares 37,500 Est. Cost $176.02 Unrealized +14.4%
CLOUGH GLOBAL EQUITY FD 0.0%
Value ($000) $156 Shares 21,937 Est. Cost $13.71 Unrealized
NUVEEN MULTI ASSET INCOME FU 0.0%
Value ($000) $131 Shares 10,389 Est. Cost $12.44 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $128 Shares 10,747 Est. Cost $12.40 Unrealized
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $121 Shares 21,541 Est. Cost $5.55 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $116 Shares 10,285 Est. Cost $9.38 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $111 Shares 25,466 Est. Cost $9.60 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $110 Shares 10,633 Est. Cost $10.29 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $107 Shares 61,300 Est. Cost $176.02 Unrealized +14.4%
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $86 Shares 14,516 Est. Cost $5.92 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $26 Shares 10,013 Est. Cost $2.58 Unrealized 0.0%
SENSEONICS HLDGS INC 0.0%
Value ($000) $12 Shares 25,000 Est. Cost $0.35 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $5 Shares 400 Est. Cost $145.22 Unrealized +74.8%
MSFT MICROSOFT CORP 0.0%
Value ($000) $2 Shares 300 Est. Cost $283.70 Unrealized +52.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 300 Est. Cost $93.22 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $2 Shares 300 Est. Cost $625.81 Unrealized +58.3%
GOOG ALPHABET INC 0.0%
Value ($000) $1 Shares 500 Est. Cost $113.26 Unrealized +45.5%
GOOGL ALPHABET INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $119.07 Unrealized +37.1%
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $241.72 Unrealized +24.6%