Advisor OS, LLC Diversified Active

CIK: 0001767580 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $1,158,837 (100.0% shares, 0.0% debt)

Holdings (475)

VOO VANGUARD INDEX FDS 8.7%
Value ($000) $101,249 Shares 165,336 Est. Cost $418.45 Unrealized
MINT PIMCO ETF TR 7.1%
Value ($000) $81,934 Shares 813,729 Est. Cost $100.57 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 5.4%
Value ($000) $62,779 Shares 290,928 Est. Cost $164.67 Unrealized
JAAA JANUS DETROIT STR TR 5.1%
Value ($000) $58,976 Shares 1,161,409 Est. Cost $50.70 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $42,809 Shares 168,121 Est. Cost $178.51 Unrealized +26.4%
CLIP GLOBAL X FDS 3.6%
Value ($000) $41,162 Shares 409,901 Est. Cost $100.42 Unrealized
IWD ISHARES TR 3.2%
Value ($000) $36,747 Shares 180,498 Est. Cost $193.97 Unrealized
BASG ADVISORS INNER CIRCLE FD III 3.0%
Value ($000) $34,905 Shares 1,317,783 Est. Cost $26.49 Unrealized
NOC NORTHROP GRUMMAN CORP 2.6%
Value ($000) $29,608 Shares 48,593 Est. Cost $290.28 Unrealized +94.0%
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $27,112 Shares 145,312 Est. Cost $100.48 Unrealized +73.5%
VEA VANGUARD TAX-MANAGED FDS 2.1%
Value ($000) $24,050 Shares 401,372 Est. Cost $51.21 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $21,802 Shares 42,093 Est. Cost $298.11 Unrealized +70.6%
SPYM SPDR SERIES TRUST 1.7%
Value ($000) $19,329 Shares 246,735 Est. Cost $65.49 Unrealized
IWF ISHARES TR 1.6%
Value ($000) $18,722 Shares 39,968 Est. Cost $314.52 Unrealized
VTI VANGUARD INDEX FDS 1.6%
Value ($000) $18,423 Shares 56,140 Est. Cost $224.37 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $17,112 Shares 90,207 Est. Cost $146.14 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $11,075 Shares 50,438 Est. Cost $138.13 Unrealized +63.9%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $10,402 Shares 15,615 Est. Cost $436.83 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $9,605 Shares 405,102 Est. Cost $22.15 Unrealized
TCHP T ROWE PRICE ETF INC 0.8%
Value ($000) $9,404 Shares 192,383 Est. Cost $28.64 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $9,017 Shares 48,632 Est. Cost $158.99 Unrealized +6.6%
VXF VANGUARD INDEX FDS 0.8%
Value ($000) $8,741 Shares 41,757 Est. Cost $190.74 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $8,064 Shares 33,171 Est. Cost $120.80 Unrealized +73.2%
AVUV AMERICAN CENTY ETF TR 0.7%
Value ($000) $8,061 Shares 80,986 Est. Cost $94.38 Unrealized
ICSH ISHARES TR 0.7%
Value ($000) $8,041 Shares 158,442 Est. Cost $50.46 Unrealized
ISPY PROSHARES TR 0.6%
Value ($000) $7,192 Shares 159,435 Est. Cost $43.79 Unrealized
HDV ISHARES TR 0.6%
Value ($000) $6,998 Shares 57,147 Est. Cost $104.08 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $6,617 Shares 9,011 Est. Cost $366.86 Unrealized +102.6%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $6,466 Shares 20,497 Est. Cost $144.48 Unrealized +104.8%
SPMD SPDR SERIES TRUST 0.6%
Value ($000) $6,422 Shares 112,295 Est. Cost $51.69 Unrealized
SPSM SPDR SERIES TRUST 0.5%
Value ($000) $5,472 Shares 118,133 Est. Cost $41.63 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.5%
Value ($000) $5,462 Shares 104,126 Est. Cost $50.11 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $5,131 Shares 218,628 Est. Cost $23.24 Unrealized
ACWI ISHARES TR 0.4%
Value ($000) $4,833 Shares 34,960 Est. Cost $116.61 Unrealized
SPYG SPDR SERIES TRUST 0.4%
Value ($000) $4,806 Shares 45,984 Est. Cost $87.89 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $4,634 Shares 6,073 Est. Cost $540.38 Unrealized +37.4%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $4,420 Shares 61,926 Est. Cost $57.81 Unrealized
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $4,416 Shares 31,332 Est. Cost $111.32 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $4,133 Shares 12,528 Est. Cost $159.24 Unrealized +92.0%
ABBV ABBVIE INC 0.4%
Value ($000) $4,094 Shares 17,681 Est. Cost $122.86 Unrealized +64.4%
SPTM SPDR SERIES TRUST 0.3%
Value ($000) $4,030 Shares 49,973 Est. Cost $56.93 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $3,970 Shares 8,927 Est. Cost $243.89 Unrealized +42.2%
GOOG ALPHABET INC 0.3%
Value ($000) $3,958 Shares 16,252 Est. Cost $113.26 Unrealized +85.4%
AGG ISHARES TR 0.3%
Value ($000) $3,904 Shares 38,944 Est. Cost $98.99 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $3,883 Shares 15,269 Est. Cost $217.03 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $3,698 Shares 24,070 Est. Cost $139.12 Unrealized +11.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,680 Shares 7,320 Est. Cost $362.17 Unrealized +33.7%
WMT WALMART INC 0.3%
Value ($000) $3,666 Shares 35,572 Est. Cost $65.16 Unrealized +52.3%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $3,632 Shares 7,573 Est. Cost $288.29 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $3,491 Shares 81,582 Est. Cost $38.83 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.3%
Value ($000) $3,352 Shares 72,492 Est. Cost $45.33 Unrealized
V VISA INC 0.3%
Value ($000) $3,333 Shares 9,764 Est. Cost $210.09 Unrealized +64.3%
SPYD SPDR SERIES TRUST 0.3%
Value ($000) $3,323 Shares 75,534 Est. Cost $42.44 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $3,189 Shares 10,493 Est. Cost $239.50 Unrealized +25.8%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,988 Shares 10,602 Est. Cost $264.32 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,975 Shares 35,445 Est. Cost $83.82 Unrealized -3.3%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,974 Shares 3,213 Est. Cost $625.81 Unrealized +52.9%
IVV ISHARES TR 0.3%
Value ($000) $2,971 Shares 4,438 Est. Cost $510.16 Unrealized
RDDT REDDIT INC 0.2%
Value ($000) $2,786 Shares 12,115 Est. Cost $64.03 Unrealized +218.8%
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $2,782 Shares 203,199 Est. Cost $12.95 Unrealized +8.2%
EAGL 2023 ETF SERIES TRUST 0.2%
Value ($000) $2,689 Shares 86,017 Est. Cost $25.23 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,653 Shares 9,400 Est. Cost $152.23 Unrealized +70.5%
KO COCA COLA CO 0.2%
Value ($000) $2,604 Shares 39,260 Est. Cost $56.40 Unrealized +20.4%
EFA ISHARES TR 0.2%
Value ($000) $2,564 Shares 27,464 Est. Cost $79.57 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $2,513 Shares 8,998 Est. Cost $158.60 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,511 Shares 16,280 Est. Cost $120.66 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $2,509 Shares 5,259 Est. Cost $318.71 Unrealized +33.5%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,478 Shares 21,977 Est. Cost $97.62 Unrealized +12.4%
RTX RTX CORPORATION 0.2%
Value ($000) $2,388 Shares 14,272 Est. Cost $93.46 Unrealized +65.1%
GE GE AEROSPACE 0.2%
Value ($000) $2,351 Shares 7,814 Est. Cost $148.55 Unrealized +83.6%
T AT&T INC 0.2%
Value ($000) $2,342 Shares 82,950 Est. Cost $20.70 Unrealized +35.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,297 Shares 4,039 Est. Cost $459.37 Unrealized +24.8%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,286 Shares 19,312 Est. Cost $80.56 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,267 Shares 43,946 Est. Cost $33.69 Unrealized +43.5%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $2,233 Shares 41,446 Est. Cost $43.55 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,192 Shares 5,409 Est. Cost $287.82 Unrealized +35.2%
SLYG SPDR SERIES TRUST 0.2%
Value ($000) $2,166 Shares 22,968 Est. Cost $88.75 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,135 Shares 6,182 Est. Cost $386.97 Unrealized -22.7%
IWM ISHARES TR 0.2%
Value ($000) $2,120 Shares 8,764 Est. Cost $217.33 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,075 Shares 3,456 Est. Cost $445.22 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $2,025 Shares 16,364 Est. Cost $95.99 Unrealized +24.8%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,012 Shares 52,164 Est. Cost $28.58 Unrealized
CLOI VANECK ETF TRUST 0.2%
Value ($000) $2,010 Shares 37,851 Est. Cost $52.88 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $1,993 Shares 7,062 Est. Cost $276.73 Unrealized -0.5%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $1,959 Shares 2,807 Est. Cost $561.85 Unrealized +24.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,941 Shares 5,844 Est. Cost $224.47 Unrealized +41.0%
RSPA INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $1,908 Shares 37,360 Est. Cost $51.07 Unrealized
TFI SPDR SERIES TRUST 0.2%
Value ($000) $1,880 Shares 41,252 Est. Cost $45.93 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $1,874 Shares 29,578 Est. Cost $32.61 Unrealized +77.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,845 Shares 26,967 Est. Cost $45.37 Unrealized +48.5%
FTLS FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,828 Shares 26,126 Est. Cost $67.08 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,826 Shares 1,523 Est. Cost $63.51 Unrealized +92.2%
FLEX FLEX LTD 0.2%
Value ($000) $1,756 Shares 30,286 Est. Cost $39.22 Unrealized +35.4%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,742 Shares 62,423 Est. Cost $34.89 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,720 Shares 18,149 Est. Cost $67.95 Unrealized +35.7%
MCK MCKESSON CORP 0.1%
Value ($000) $1,691 Shares 2,189 Est. Cost $663.49 Unrealized +6.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,682 Shares 10,112 Est. Cost $145.94 Unrealized +7.7%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $1,665 Shares 2,946 Est. Cost $417.13 Unrealized +25.1%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,636 Shares 5,571 Est. Cost $235.21 Unrealized
EFAA INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $1,628 Shares 30,785 Est. Cost $52.87 Unrealized
INTU INTUIT 0.1%
Value ($000) $1,526 Shares 2,235 Est. Cost $384.17 Unrealized +87.3%
AMGN AMGEN INC 0.1%
Value ($000) $1,479 Shares 5,240 Est. Cost $266.94 Unrealized +7.4%
ASML ASML HOLDING N V 0.1%
Value ($000) $1,451 Shares 1,499 Est. Cost $745.30 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $1,435 Shares 10,124 Est. Cost $119.71 Unrealized +7.9%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,417 Shares 14,873 Est. Cost $81.73 Unrealized +11.7%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $1,413 Shares 5,787 Est. Cost $158.68 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $1,405 Shares 54,961 Est. Cost $25.21 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,393 Shares 10,399 Est. Cost $101.61 Unrealized +28.5%
IJR ISHARES TR 0.1%
Value ($000) $1,391 Shares 11,710 Est. Cost $94.02 Unrealized
CATH GLOBAL X FDS 0.1%
Value ($000) $1,366 Shares 16,858 Est. Cost $55.01 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,336 Shares 4,749 Est. Cost $129.64 Unrealized +96.1%
BOND PIMCO ETF TR 0.1%
Value ($000) $1,328 Shares 14,226 Est. Cost $92.16 Unrealized
VNT VONTIER CORPORATION 0.1%
Value ($000) $1,323 Shares 31,525 Est. Cost $41.16 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $1,319 Shares 3,710 Est. Cost $292.92 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $1,316 Shares 23,790 Est. Cost $47.73 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1,307 Shares 5,917 Est. Cost $192.19 Unrealized +16.4%
KR KROGER CO 0.1%
Value ($000) $1,294 Shares 19,203 Est. Cost $63.39 Unrealized +9.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,292 Shares 7,084 Est. Cost $80.09 Unrealized +102.4%
PEP PEPSICO INC 0.1%
Value ($000) $1,286 Shares 9,155 Est. Cost $141.37 Unrealized -0.7%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $1,281 Shares 4,136 Est. Cost $238.57 Unrealized +25.8%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $1,272 Shares 21,299 Est. Cost $57.57 Unrealized +17.5%
NOW SERVICENOW INC 0.1%
Value ($000) $1,271 Shares 1,381 Est. Cost $105.20 Unrealized +77.5%
PWR QUANTA SVCS INC 0.1%
Value ($000) $1,261 Shares 3,043 Est. Cost $268.27 Unrealized +44.8%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $1,261 Shares 5,012 Est. Cost $201.04 Unrealized +36.0%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $1,260 Shares 6,146 Est. Cost $231.60 Unrealized -8.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,224 Shares 7,545 Est. Cost $101.09 Unrealized +63.4%
SYY SYSCO CORP 0.1%
Value ($000) $1,219 Shares 14,805 Est. Cost $71.39 Unrealized +10.4%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,219 Shares 26,267 Est. Cost $46.16 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,212 Shares 19,398 Est. Cost $64.92 Unrealized -2.3%
IGSB ISHARES TR 0.1%
Value ($000) $1,211 Shares 22,834 Est. Cost $54.38 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,210 Shares 7,790 Est. Cost $147.36 Unrealized +3.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,187 Shares 5,985 Est. Cost $202.99 Unrealized -2.3%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,186 Shares 12,108 Est. Cost $50.39 Unrealized +85.6%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $1,181 Shares 14,047 Est. Cost $62.07 Unrealized +18.4%
KELLANOVA 0.1%
Value ($000) $1,179 Shares 14,374 Est. Cost $54.31 Unrealized +44.8%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $1,178 Shares 9,517 Est. Cost $64.14 Unrealized +70.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,160 Shares 10,128 Est. Cost $98.96 Unrealized +18.2%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $1,141 Shares 7,266 Est. Cost $109.64 Unrealized +40.1%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $1,122 Shares 16,642 Est. Cost $49.86 Unrealized +28.1%
KKR KKR & CO INC 0.1%
Value ($000) $1,117 Shares 8,597 Est. Cost $93.93 Unrealized +50.8%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1,078 Shares 38,072 Est. Cost $12.13 Unrealized +122.3%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,075 Shares 4,355 Est. Cost $174.97 Unrealized +32.4%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $1,067 Shares 2,334 Est. Cost $448.33 Unrealized 0.0%
CPSD CALAMOS ETF TR 0.1%
Value ($000) $1,059 Shares 41,476 Est. Cost $23.90 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1,053 Shares 2,148 Est. Cost $312.51 Unrealized +45.5%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $1,050 Shares 18,076 Est. Cost $62.79 Unrealized -13.7%
CPSN CALAMOS ETF TR 0.1%
Value ($000) $1,049 Shares 39,426 Est. Cost $25.29 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,047 Shares 33,317 Est. Cost $37.51 Unrealized -11.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $1,039 Shares 5,571 Est. Cost $167.66 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $1,028 Shares 2,434 Est. Cost $281.95 Unrealized +35.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $1,025 Shares 1,113 Est. Cost $311.80 Unrealized +159.2%
OKE ONEOK INC NEW 0.1%
Value ($000) $1,025 Shares 14,041 Est. Cost $58.63 Unrealized +28.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $1,023 Shares 4,458 Est. Cost $182.71 Unrealized +27.7%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1,018 Shares 55,803 Est. Cost $18.03 Unrealized
RTO RENTOKIL INITIAL PLC 0.1%
Value ($000) $1,014 Shares 40,160 Est. Cost $25.25 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $990 Shares 10,365 Est. Cost $81.20 Unrealized +16.4%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $982 Shares 2,796 Est. Cost $145.25 Unrealized +136.9%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $973 Shares 24,608 Est. Cost $34.15 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $972 Shares 20,758 Est. Cost $40.27 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $960 Shares 823 Est. Cost $982.93 Unrealized +12.8%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $942 Shares 5,127 Est. Cost $163.99 Unrealized +17.9%
KLAC KLA CORP 0.1%
Value ($000) $935 Shares 867 Est. Cost $646.62 Unrealized +43.9%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $932 Shares 29,803 Est. Cost $20.16 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $931 Shares 36,542 Est. Cost $29.54 Unrealized -18.3%
MDYV SPDR SERIES TRUST 0.1%
Value ($000) $925 Shares 11,090 Est. Cost $78.72 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $925 Shares 21,355 Est. Cost $44.09 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $919 Shares 7,393 Est. Cost $123.40 Unrealized +2.8%
DE DEERE & CO 0.1%
Value ($000) $915 Shares 2,001 Est. Cost $423.79 Unrealized +15.5%
CTAS CINTAS CORP 0.1%
Value ($000) $910 Shares 4,434 Est. Cost $185.65 Unrealized +14.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $882 Shares 13,345 Est. Cost $42.08 Unrealized +46.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $876 Shares 4,302 Est. Cost $153.50 Unrealized +24.7%
SRE SEMPRA 0.1%
Value ($000) $871 Shares 9,681 Est. Cost $74.54 Unrealized +7.1%
GEV GE VERNOVA INC 0.1%
Value ($000) $870 Shares 1,415 Est. Cost $312.56 Unrealized +93.7%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $869 Shares 12,636 Est. Cost $38.38 Unrealized +63.6%
WAB WABTEC 0.1%
Value ($000) $868 Shares 4,329 Est. Cost $137.87 Unrealized +42.9%
DDOG DATADOG INC 0.1%
Value ($000) $860 Shares 6,041 Est. Cost $130.91 Unrealized +5.2%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $855 Shares 49,805 Est. Cost $8.69 Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $847 Shares 10,741 Est. Cost $66.27 Unrealized
NTAP NETAPP INC 0.1%
Value ($000) $846 Shares 7,143 Est. Cost $114.97 Unrealized -3.6%
FLTB FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $834 Shares 16,460 Est. Cost $49.46 Unrealized
COR CENCORA INC 0.1%
Value ($000) $830 Shares 2,656 Est. Cost $207.93 Unrealized +41.2%
EFX EQUIFAX INC 0.1%
Value ($000) $824 Shares 3,214 Est. Cost $230.47 Unrealized +8.6%
RBA RB GLOBAL INC 0.1%
Value ($000) $817 Shares 7,536 Est. Cost $66.75 Unrealized +68.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $801 Shares 3,734 Est. Cost $197.85 Unrealized +1.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $801 Shares 1,792 Est. Cost $446.17 Unrealized +7.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $800 Shares 20,417 Est. Cost $59.44 Unrealized -24.3%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $798 Shares 7,097 Est. Cost $85.76 Unrealized +26.2%
GEN GEN DIGITAL INC 0.1%
Value ($000) $790 Shares 27,835 Est. Cost $27.95 Unrealized +6.3%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $780 Shares 5,354 Est. Cost $104.67 Unrealized +23.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $760 Shares 17,298 Est. Cost $36.91 Unrealized +15.1%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $749 Shares 3,656 Est. Cost $171.83 Unrealized +5.2%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $746 Shares 4,665 Est. Cost $139.75 Unrealized +27.6%
SMH VANECK ETF TRUST 0.1%
Value ($000) $742 Shares 2,274 Est. Cost $238.79 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $738 Shares 5,108 Est. Cost $106.74 Unrealized +23.9%
PPG PPG INDS INC 0.1%
Value ($000) $735 Shares 6,996 Est. Cost $119.22 Unrealized -7.7%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $733 Shares 8,988 Est. Cost $82.67 Unrealized -10.1%
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $727 Shares 20,937 Est. Cost $31.33 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $724 Shares 18,013 Est. Cost $37.18 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $717 Shares 2,618 Est. Cost $192.88 Unrealized +40.1%
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $717 Shares 7,830 Est. Cost $84.50 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $710 Shares 3,003 Est. Cost $213.03 Unrealized +4.8%
EBAY EBAY INC. 0.1%
Value ($000) $707 Shares 7,778 Est. Cost $62.95 Unrealized +39.7%
SHV ISHARES TR 0.1%
Value ($000) $707 Shares 6,396 Est. Cost $110.49 Unrealized
DOX AMDOCS LTD 0.1%
Value ($000) $705 Shares 8,592 Est. Cost $84.42 Unrealized +1.4%
MSTR STRATEGY INC 0.1%
Value ($000) $694 Shares 2,155 Est. Cost $304.23 Unrealized +22.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $691 Shares 8,244 Est. Cost $56.43 Unrealized +42.6%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $685 Shares 26,649 Est. Cost $29.58 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $685 Shares 3,221 Est. Cost $197.73 Unrealized +10.2%
AMPH AMPHASTAR PHARMACEUTICALS IN 0.1%
Value ($000) $677 Shares 25,405 Est. Cost $51.65 Unrealized -50.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $671 Shares 4,518 Est. Cost $102.54 Unrealized +32.2%
PVAL PUTNAM ETF TRUST 0.1%
Value ($000) $669 Shares 15,658 Est. Cost $42.72 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $662 Shares 1,769 Est. Cost $284.73 Unrealized +27.6%
IWR ISHARES TR 0.1%
Value ($000) $662 Shares 6,854 Est. Cost $85.40 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $651 Shares 1,326 Est. Cost $520.41 Unrealized -2.0%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $649 Shares 2,474 Est. Cost $286.56 Unrealized -15.3%
VLTO VERALTO CORP 0.1%
Value ($000) $642 Shares 6,019 Est. Cost $77.17 Unrealized +36.4%
RIVERNORTH OPPORTUNITIES FD 0.1%
Value ($000) $642 Shares 53,473 Est. Cost $11.50 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $631 Shares 7,900 Est. Cost $79.72 Unrealized
BA BOEING CO 0.1%
Value ($000) $631 Shares 2,923 Est. Cost $206.35 Unrealized +9.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $628 Shares 2,139 Est. Cost $218.28 Unrealized +36.4%
VOTE TCW ETF TRUST 0.1%
Value ($000) $625 Shares 7,966 Est. Cost $66.18 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $620 Shares 4,559 Est. Cost $99.56 Unrealized +27.0%
MS MORGAN STANLEY 0.1%
Value ($000) $613 Shares 3,857 Est. Cost $103.17 Unrealized +41.9%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $605 Shares 1,422 Est. Cost $464.08 Unrealized -2.4%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $604 Shares 10,883 Est. Cost $90.84 Unrealized
GVI ISHARES TR 0.1%
Value ($000) $602 Shares 5,608 Est. Cost $105.09 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $600 Shares 3,115 Est. Cost $149.16 Unrealized +17.0%
VIRTUS DIVIDEND INTEREST & P 0.1%
Value ($000) $599 Shares 46,023 Est. Cost $12.79 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $595 Shares 1,191 Est. Cost $426.43 Unrealized +5.1%
BX BLACKSTONE INC 0.1%
Value ($000) $593 Shares 3,469 Est. Cost $105.27 Unrealized +61.0%
ABNB AIRBNB INC 0.1%
Value ($000) $588 Shares 4,844 Est. Cost $151.83 Unrealized -14.8%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $582 Shares 12,199 Est. Cost $30.15 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $582 Shares 5,240 Est. Cost $71.60 Unrealized +56.8%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $578 Shares 1,356 Est. Cost $315.44 Unrealized +22.5%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $574 Shares 21,031 Est. Cost $33.66 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $573 Shares 1,772 Est. Cost $390.74 Unrealized -21.1%
ITWO PROSHARES TR 0.0%
Value ($000) $572 Shares 14,496 Est. Cost $38.66 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $570 Shares 2,313 Est. Cost $284.53 Unrealized -8.4%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $569 Shares 3,770 Est. Cost $111.46 Unrealized +19.6%
AAPL APPLE INC 0.0%
Value ($000) $567 Shares 61,300 Est. Cost $178.51 Unrealized +26.4%
ALC ALCON AG 0.0%
Value ($000) $563 Shares 7,559 Est. Cost $75.74 Unrealized +10.2%
WCMI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $563 Shares 33,358 Est. Cost $14.26 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $562 Shares 9,406 Est. Cost $56.90 Unrealized +1.5%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $559 Shares 737 Est. Cost $467.90 Unrealized +57.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $557 Shares 3,442 Est. Cost $119.70 Unrealized +34.8%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $552 Shares 1,677 Est. Cost $285.26 Unrealized +12.9%
CRM SALESFORCE INC 0.0%
Value ($000) $551 Shares 2,325 Est. Cost $267.08 Unrealized -5.9%
JPIB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $547 Shares 11,163 Est. Cost $48.33 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $543 Shares 6,220 Est. Cost $69.89 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $541 Shares 1,535 Est. Cost $411.74 Unrealized -12.9%
IEF ISHARES TR 0.0%
Value ($000) $541 Shares 5,606 Est. Cost $96.24 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $540 Shares 2,254 Est. Cost $171.82 Unrealized +39.9%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $536 Shares 4,005 Est. Cost $85.17 Unrealized +23.9%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $534 Shares 5,268 Est. Cost $143.72 Unrealized -24.1%
VRE VERIS RESIDENTIAL INC 0.0%
Value ($000) $532 Shares 34,993 Est. Cost $14.90 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.0%
Value ($000) $530 Shares 23,278 Est. Cost $22.30 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $522 Shares 2,313 Est. Cost $214.74 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $521 Shares 2,664 Est. Cost $158.43 Unrealized +20.1%
CRBG COREBRIDGE FINL INC 0.0%
Value ($000) $518 Shares 16,173 Est. Cost $33.71 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value ($000) $510 Shares 3,503 Est. Cost $104.56 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $510 Shares 640 Est. Cost $588.76 Unrealized +24.8%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $507 Shares 1,687 Est. Cost $215.62 Unrealized +28.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $504 Shares 2,269 Est. Cost $201.02 Unrealized +7.2%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $499 Shares 17,888 Est. Cost $28.15 Unrealized -9.1%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $498 Shares 21,386 Est. Cost $24.29 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $497 Shares 1,156 Est. Cost $438.83 Unrealized -2.4%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $496 Shares 18,852 Est. Cost $33.75 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $493 Shares 15,613 Est. Cost $41.85 Unrealized -23.7%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $493 Shares 15,440 Est. Cost $37.12 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $491 Shares 91 Est. Cost $4961.14 Unrealized +12.1%
C CITIGROUP INC 0.0%
Value ($000) $490 Shares 4,832 Est. Cost $76.44 Unrealized +23.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $490 Shares 5,229 Est. Cost $106.04 Unrealized -8.4%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $490 Shares 29,917 Est. Cost $20.50 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $485 Shares 6,334 Est. Cost $35.86 Unrealized +95.2%
AZO AUTOZONE INC 0.0%
Value ($000) $485 Shares 113 Est. Cost $2891.80 Unrealized +38.7%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $479 Shares 1,439 Est. Cost $170.68 Unrealized +112.4%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $476 Shares 7,939 Est. Cost $59.64 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $473 Shares 995 Est. Cost $375.54 Unrealized +25.3%
ASA GOLD AND PRECIOUS MTLS L 0.0%
Value ($000) $471 Shares 10,289 Est. Cost $45.80 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $465 Shares 9,588 Est. Cost $44.67 Unrealized +13.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $455 Shares 4,806 Est. Cost $102.49 Unrealized -9.0%
SEIC SEI INVTS CO 0.0%
Value ($000) $454 Shares 5,356 Est. Cost $77.55 Unrealized +13.9%
FIX COMFORT SYS USA INC 0.0%
Value ($000) $453 Shares 549 Est. Cost $434.87 Unrealized +55.7%
EEM ISHARES TR 0.0%
Value ($000) $453 Shares 8,478 Est. Cost $48.43 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $452 Shares 13,151 Est. Cost $32.74 Unrealized +6.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $448 Shares 1,823 Est. Cost $215.93 Unrealized +10.7%
TTD THE TRADE DESK INC 0.0%
Value ($000) $437 Shares 8,919 Est. Cost $96.75 Unrealized -34.4%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $434 Shares 7,553 Est. Cost $57.52 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $433 Shares 2,750 Est. Cost $108.81 Unrealized +42.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $425 Shares 875 Est. Cost $479.08 Unrealized -3.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $422 Shares 1,284 Est. Cost $392.70 Unrealized -3.7%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $418 Shares 7,504 Est. Cost $42.28 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $414 Shares 1,025 Est. Cost $286.24 Unrealized +49.4%
HGER HARBOR ETF TRUST 0.0%
Value ($000) $413 Shares 16,026 Est. Cost $22.72 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $411 Shares 5,644 Est. Cost $65.03 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $409 Shares 2,446 Est. Cost $96.58 Unrealized +32.3%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $405 Shares 14,521 Est. Cost $31.75 Unrealized -15.5%
XPO XPO INC 0.0%
Value ($000) $403 Shares 3,119 Est. Cost $129.79 Unrealized 0.0%
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $403 Shares 11,881 Est. Cost $33.35 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $400 Shares 6,133 Est. Cost $91.31 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $400 Shares 2,246 Est. Cost $163.41 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $399 Shares 11,236 Est. Cost $31.10 Unrealized +9.1%
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $399 Shares 17,906 Est. Cost $6.07 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $396 Shares 1,296 Est. Cost $271.37 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $394 Shares 1,409 Est. Cost $177.76 Unrealized +49.6%
ROL ROLLINS INC 0.0%
Value ($000) $393 Shares 6,685 Est. Cost $35.84 Unrealized +58.0%
AME AMETEK INC 0.0%
Value ($000) $392 Shares 2,084 Est. Cost $183.47 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $392 Shares 5,504 Est. Cost $60.09 Unrealized +6.8%
BSY BENTLEY SYS INC 0.0%
Value ($000) $389 Shares 7,562 Est. Cost $42.52 Unrealized +28.5%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $387 Shares 8,688 Est. Cost $37.32 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $387 Shares 7,748 Est. Cost $30.36 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $387 Shares 11,534 Est. Cost $31.10 Unrealized -22.1%
MAS MASCO CORP 0.0%
Value ($000) $385 Shares 5,475 Est. Cost $77.69 Unrealized -10.0%
EOG EOG RES INC 0.0%
Value ($000) $385 Shares 3,435 Est. Cost $111.56 Unrealized +5.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $381 Shares 2,263 Est. Cost $163.62 Unrealized +8.6%
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $381 Shares 13,182 Est. Cost $24.02 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $381 Shares 586 Est. Cost $432.39 Unrealized +40.2%
HYS PIMCO ETF TR 0.0%
Value ($000) $380 Shares 3,973 Est. Cost $99.12 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $379 Shares 4,591 Est. Cost $66.18 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $377 Shares 3,637 Est. Cost $90.25 Unrealized +14.4%
TRMB TRIMBLE INC 0.0%
Value ($000) $377 Shares 4,615 Est. Cost $81.58 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $376 Shares 5,045 Est. Cost $76.24 Unrealized 0.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $376 Shares 2,117 Est. Cost $116.17 Unrealized +42.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $375 Shares 3,273 Est. Cost $81.14 Unrealized +32.0%
RWK INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $375 Shares 3,000 Est. Cost $116.89 Unrealized
CG CARLYLE GROUP INC 0.0%
Value ($000) $374 Shares 5,972 Est. Cost $48.76 Unrealized +26.1%
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $373 Shares 36,156 Est. Cost $13.91 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $373 Shares 1,482 Est. Cost $214.33 Unrealized +13.9%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $366 Shares 1,131 Est. Cost $175.96 Unrealized +88.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $366 Shares 1,073 Est. Cost $263.16 Unrealized +19.2%
RWJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $362 Shares 7,500 Est. Cost $43.29 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $362 Shares 3,276 Est. Cost $131.25 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $362 Shares 574 Est. Cost $594.66 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $361 Shares 4,778 Est. Cost $55.40 Unrealized +30.3%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $360 Shares 5,425 Est. Cost $69.22 Unrealized 0.0%
ZWS ZURN ELKAY WATER SOLNS CORP 0.0%
Value ($000) $359 Shares 7,642 Est. Cost $28.35 Unrealized +51.4%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $359 Shares 3,723 Est. Cost $74.42 Unrealized +29.2%
MMM 3M CO 0.0%
Value ($000) $356 Shares 2,292 Est. Cost $97.10 Unrealized +57.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $355 Shares 1,688 Est. Cost $181.93 Unrealized +13.8%
MET METLIFE INC 0.0%
Value ($000) $355 Shares 4,309 Est. Cost $66.66 Unrealized +16.9%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $353 Shares 1,522 Est. Cost $236.75 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $353 Shares 10,327 Est. Cost $55.96 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $351 Shares 3,225 Est. Cost $82.56 Unrealized +22.8%
SHM SPDR SERIES TRUST 0.0%
Value ($000) $346 Shares 7,172 Est. Cost $47.97 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $345 Shares 823 Est. Cost $304.18 Unrealized +10.6%
DEO DIAGEO PLC 0.0%
Value ($000) $343 Shares 3,597 Est. Cost $162.47 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $340 Shares 7,540 Est. Cost $46.72 Unrealized -2.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $339 Shares 917 Est. Cost $344.68 Unrealized +11.6%
SPAB SPDR SERIES TRUST 0.0%
Value ($000) $336 Shares 13,006 Est. Cost $25.54 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $331 Shares 5,086 Est. Cost $61.94 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $330 Shares 624 Est. Cost $295.80 Unrealized +96.4%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $329 Shares 562 Est. Cost $422.61 Unrealized +29.5%
REIT ALPS ETF TR 0.0%
Value ($000) $327 Shares 12,193 Est. Cost $28.65 Unrealized
AON AON PLC 0.0%
Value ($000) $327 Shares 916 Est. Cost $361.49 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $320 Shares 3,565 Est. Cost $75.00 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $316 Shares 6,534 Est. Cost $39.52 Unrealized +17.3%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $315 Shares 10,051 Est. Cost $27.07 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $313 Shares 2,330 Est. Cost $87.88 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $311 Shares 1,532 Est. Cost $137.51 Unrealized +29.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $309 Shares 1,651 Est. Cost $225.71 Unrealized -18.5%
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value ($000) $308 Shares 21,642 Est. Cost $12.40 Unrealized +13.2%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $305 Shares 10,307 Est. Cost $27.67 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $303 Shares 1,272 Est. Cost $221.51 Unrealized +11.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $301 Shares 619 Est. Cost $441.94 Unrealized +20.8%
SNPS SYNOPSYS INC 0.0%
Value ($000) $298 Shares 604 Est. Cost $500.30 Unrealized +13.0%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $298 Shares 2,073 Est. Cost $179.40 Unrealized -19.5%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $298 Shares 2,849 Est. Cost $104.45 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $294 Shares 1,296 Est. Cost $206.96 Unrealized +5.8%
VST VISTRA CORP 0.0%
Value ($000) $294 Shares 1,498 Est. Cost $149.83 Unrealized +31.9%
CPRJ CALAMOS ETF TR 0.0%
Value ($000) $293 Shares 11,082 Est. Cost $25.42 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $292 Shares 10,830 Est. Cost $26.88 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $291 Shares 2,895 Est. Cost $100.68 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $291 Shares 834 Est. Cost $276.01 Unrealized +24.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $290 Shares 3,171 Est. Cost $84.02 Unrealized +7.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $290 Shares 837 Est. Cost $351.39 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $289 Shares 933 Est. Cost $366.95 Unrealized -15.2%
GLW CORNING INC 0.0%
Value ($000) $287 Shares 3,503 Est. Cost $64.97 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $285 Shares 2,140 Est. Cost $127.36 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $281 Shares 4,172 Est. Cost $53.83 Unrealized +16.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $281 Shares 1,308 Est. Cost $145.18 Unrealized +40.6%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $279 Shares 14,358 Est. Cost $5.00 Unrealized +251.8%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $279 Shares 1,845 Est. Cost $151.07 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $276 Shares 3,803 Est. Cost $56.98 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $276 Shares 2,956 Est. Cost $87.11 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $274 Shares 650 Est. Cost $276.38 Unrealized +54.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $274 Shares 2,163 Est. Cost $107.88 Unrealized +27.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $273 Shares 4,471 Est. Cost $53.75 Unrealized +8.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $272 Shares 914 Est. Cost $373.02 Unrealized -14.4%
IYW ISHARES TR 0.0%
Value ($000) $270 Shares 1,381 Est. Cost $173.27 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $269 Shares 3,950 Est. Cost $63.94 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $267 Shares 1,372 Est. Cost $159.90 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $267 Shares 371 Est. Cost $461.14 Unrealized 0.0%
MUB ISHARES TR 0.0%
Value ($000) $266 Shares 2,501 Est. Cost $106.55 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $264 Shares 2,190 Est. Cost $110.31 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $263 Shares 4,642 Est. Cost $46.82 Unrealized +21.4%
ZS ZSCALER INC 0.0%
Value ($000) $263 Shares 879 Est. Cost $250.89 Unrealized +13.6%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $261 Shares 5,698 Est. Cost $47.25 Unrealized
FLS FLOWSERVE CORP 0.0%
Value ($000) $258 Shares 4,860 Est. Cost $56.16 Unrealized -4.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $256 Shares 1,717 Est. Cost $156.90 Unrealized +5.2%
GOVT ISHARES TR 0.0%
Value ($000) $250 Shares 10,810 Est. Cost $22.98 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $250 Shares 2,750 Est. Cost $73.48 Unrealized +22.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $249 Shares 2,549 Est. Cost $84.76 Unrealized +22.2%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $248 Shares 1,051 Est. Cost $192.81 Unrealized +21.5%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $247 Shares 9,839 Est. Cost $25.04 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $247 Shares 14,534 Est. Cost $17.01 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $245 Shares 507 Est. Cost $406.88 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $243 Shares 29,623 Est. Cost $6.76 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $242 Shares 841 Est. Cost $317.87 Unrealized -7.8%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $237 Shares 8,998 Est. Cost $26.34 Unrealized
ULS UL SOLUTIONS INC 0.0%
Value ($000) $236 Shares 3,330 Est. Cost $68.16 Unrealized 0.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $236 Shares 821 Est. Cost $243.06 Unrealized +9.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $235 Shares 998 Est. Cost $235.04 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $234 Shares 2,800 Est. Cost $76.90 Unrealized +7.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $234 Shares 100 Est. Cost $2335.36 Unrealized +2.8%
FAST FASTENAL CO 0.0%
Value ($000) $233 Shares 4,760 Est. Cost $46.94 Unrealized 0.0%
SUSA ISHARES TR 0.0%
Value ($000) $233 Shares 1,714 Est. Cost $93.90 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $232 Shares 984 Est. Cost $169.71 Unrealized 0.0%
COO COOPER COS INC 0.0%
Value ($000) $232 Shares 3,385 Est. Cost $96.69 Unrealized -26.7%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $230 Shares 885 Est. Cost $268.91 Unrealized
PRMB PRIMO BRANDS CORPORATION 0.0%
Value ($000) $229 Shares 10,357 Est. Cost $25.88 Unrealized 0.0%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $229 Shares 3,456 Est. Cost $62.55 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $228 Shares 2,573 Est. Cost $88.65 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $227 Shares 5,290 Est. Cost $40.02 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $227 Shares 2,962 Est. Cost $76.72 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $222 Shares 1,606 Est. Cost $124.28 Unrealized 0.0%
UNM UNUM GROUP 0.0%
Value ($000) $222 Shares 2,858 Est. Cost $69.15 Unrealized +8.4%
PPL PPL CORP 0.0%
Value ($000) $222 Shares 5,970 Est. Cost $35.43 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $221 Shares 1,725 Est. Cost $101.64 Unrealized +30.6%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $221 Shares 148 Est. Cost $540.86 Unrealized +178.0%
BKDV BNY MELLON ETF TRUST II 0.0%
Value ($000) $221 Shares 7,954 Est. Cost $27.80 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $220 Shares 1,156 Est. Cost $151.17 Unrealized +34.8%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $220 Shares 2,354 Est. Cost $87.39 Unrealized +17.0%
SE SEA LTD 0.0%
Value ($000) $219 Shares 1,228 Est. Cost $159.94 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $219 Shares 649 Est. Cost $233.78 Unrealized +45.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $219 Shares 4,035 Est. Cost $54.19 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 6,525 Est. Cost $30.14 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $216 Shares 1,103 Est. Cost $154.14 Unrealized +18.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $216 Shares 4,842 Est. Cost $43.04 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $216 Shares 380 Est. Cost $444.34 Unrealized +26.6%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $214 Shares 1,971 Est. Cost $112.41 Unrealized +3.0%
SGI SOMNIGROUP INTERNATIONAL INC 0.0%
Value ($000) $214 Shares 2,537 Est. Cost $78.80 Unrealized 0.0%
BFH BREAD FINANCIAL HOLDINGS INC 0.0%
Value ($000) $210 Shares 3,771 Est. Cost $49.95 Unrealized +22.9%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $210 Shares 461 Est. Cost $407.20 Unrealized 0.0%
SGOL ETFS GOLD TR 0.0%
Value ($000) $210 Shares 5,702 Est. Cost $36.81 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $210 Shares 2,822 Est. Cost $71.94 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $209 Shares 1,825 Est. Cost $108.29 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $208 Shares 780 Est. Cost $299.89 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $208 Shares 8,516 Est. Cost $24.34 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $206 Shares 2,728 Est. Cost $64.19 Unrealized +5.7%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $205 Shares 1,066 Est. Cost $205.16 Unrealized -0.3%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $204 Shares 1,072 Est. Cost $181.84 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $203 Shares 1,190 Est. Cost $147.81 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $203 Shares 2,600 Est. Cost $31.14 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $201 Shares 2,254 Est. Cost $89.36 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $200 Shares 4,480 Est. Cost $44.69 Unrealized
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $181 Shares 10,061 Est. Cost $18.00 Unrealized
CLOUGH GLOBAL EQUITY FD 0.0%
Value ($000) $167 Shares 21,937 Est. Cost $13.71 Unrealized
GENT SPINNAKER ETF SERIES 0.0%
Value ($000) $154 Shares 14,806 Est. Cost $10.38 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $144 Shares 30,023 Est. Cost $3.60 Unrealized
NUVEEN MULTI ASSET INCOME FU 0.0%
Value ($000) $135 Shares 10,389 Est. Cost $12.44 Unrealized
F FORD MTR CO 0.0%
Value ($000) $133 Shares 11,099 Est. Cost $11.33 Unrealized 0.0%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $117 Shares 10,285 Est. Cost $9.38 Unrealized
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $97 Shares 16,341 Est. Cost $5.55 Unrealized
RC READY CAPITAL CORP 0.0%
Value ($000) $91 Shares 23,415 Est. Cost $9.60 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $41 Shares 33,000 Est. Cost $178.51 Unrealized +26.4%
TILRAY BRANDS INC 0.0%
Value ($000) $22 Shares 12,856 Est. Cost $1.73 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $15 Shares 28,000 Est. Cost $158.99 Unrealized +6.6%
SENSEONICS HLDGS INC 0.0%
Value ($000) $11 Shares 25,000 Est. Cost $0.35 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $243.89 Unrealized +42.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $6 Shares 400 Est. Cost $152.23 Unrealized +70.5%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $96.58 Unrealized +32.3%
MSFT MICROSOFT CORP 0.0%
Value ($000) $1 Shares 300 Est. Cost $298.11 Unrealized +70.6%
RIV-R RIVERNORTH OPPORTUNITIES FD 0.0%
Value ($000) $0 Shares 49,074 Est. Cost $0.01 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $61.94 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $0 Shares 300 Est. Cost $625.81 Unrealized +52.9%