FIRST FOUNDATION ADVISORS Diversified Active

CIK: 0001086763 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $2,657,763 (100.0% shares, 0.0% debt)

Holdings (341)

MSFT MICROSOFT CORP 16.5%
Value ($000) $439,438 Shares 1,042,557 Est. Cost $35.82 Unrealized +1079.2%
IVV ISHARES TR 5.9%
Value ($000) $156,766 Shares 266,300 Est. Cost $454.13 Unrealized
GOOG ALPHABET INC 3.9%
Value ($000) $103,111 Shares 541,433 Est. Cost $109.51 Unrealized +60.4%
MOAT VANECK ETF TRUST 3.8%
Value ($000) $102,084 Shares 1,100,938 Est. Cost $78.18 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 3.5%
Value ($000) $91,841 Shares 1,596,402 Est. Cost $56.59 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $82,161 Shares 328,092 Est. Cost $126.54 Unrealized +85.3%
AMZN AMAZON COM INC 3.0%
Value ($000) $80,940 Shares 368,933 Est. Cost $122.38 Unrealized +67.2%
IEFA ISHARES TR 2.5%
Value ($000) $67,348 Shares 958,276 Est. Cost $63.55 Unrealized
GSLC GOLDMAN SACHS ETF TR 2.3%
Value ($000) $62,235 Shares 540,328 Est. Cost $82.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $59,930 Shares 132,214 Est. Cost $151.99 Unrealized +203.8%
PRFZ INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $46,017 Shares 1,105,902 Est. Cost $46.76 Unrealized
IWR ISHARES TR 1.7%
Value ($000) $44,014 Shares 497,899 Est. Cost $70.57 Unrealized
UPS UNITED PARCEL SERVICE INC 1.5%
Value ($000) $40,246 Shares 319,161 Est. Cost $122.83 Unrealized -0.4%
GSSC GOLDMAN SACHS ETF TR 1.4%
Value ($000) $36,664 Shares 530,363 Est. Cost $59.49 Unrealized
GSIE GOLDMAN SACHS ETF TR 1.4%
Value ($000) $36,347 Shares 1,090,202 Est. Cost $30.55 Unrealized
LQD ISHARES TR 1.3%
Value ($000) $35,262 Shares 330,047 Est. Cost $107.99 Unrealized
PWZ INVESCO EXCH TRADED FD TR II 1.3%
Value ($000) $33,402 Shares 1,352,308 Est. Cost $24.67 Unrealized
CMF ISHARES TR 1.2%
Value ($000) $32,176 Shares 561,740 Est. Cost $57.88 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $30,550 Shares 127,447 Est. Cost $103.64 Unrealized +120.0%
AGG ISHARES TR 1.1%
Value ($000) $29,696 Shares 306,457 Est. Cost $99.06 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $28,167 Shares 209,749 Est. Cost $98.63 Unrealized +39.7%
IWF ISHARES TR 1.0%
Value ($000) $27,646 Shares 68,844 Est. Cost $314.09 Unrealized
IEMG ISHARES INC 1.0%
Value ($000) $27,423 Shares 525,143 Est. Cost $50.56 Unrealized
IWM ISHARES TR 1.0%
Value ($000) $25,413 Shares 115,011 Est. Cost $185.43 Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $24,936 Shares 47,355 Est. Cost $327.38 Unrealized +57.2%
QCOM QUALCOMM INC 0.9%
Value ($000) $24,083 Shares 156,770 Est. Cost $85.01 Unrealized +87.6%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $22,200 Shares 183,789 Est. Cost $118.74 Unrealized +21.2%
AGGY WISDOMTREE TR 0.8%
Value ($000) $20,049 Shares 467,123 Est. Cost $43.56 Unrealized
IEF ISHARES TR 0.7%
Value ($000) $19,153 Shares 207,174 Est. Cost $94.41 Unrealized
APH AMPHENOL CORP NEW 0.7%
Value ($000) $18,753 Shares 270,022 Est. Cost $47.79 Unrealized +45.1%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $18,086 Shares 244,370 Est. Cost $48.66 Unrealized +51.7%
SU SUNCOR ENERGY INC NEW 0.7%
Value ($000) $18,044 Shares 505,727 Est. Cost $29.08 Unrealized +28.5%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $16,955 Shares 281,085 Est. Cost $45.15 Unrealized +58.2%
IAU ISHARES GOLD TR 0.6%
Value ($000) $16,927 Shares 341,891 Est. Cost $35.09 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $16,808 Shares 139,656 Est. Cost $59.85 Unrealized +101.5%
COR CENCORA INC 0.6%
Value ($000) $16,342 Shares 72,733 Est. Cost $228.58 Unrealized +2.0%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $16,043 Shares 98,650 Est. Cost $137.50 Unrealized +30.3%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $14,919 Shares 29,492 Est. Cost $361.70 Unrealized +52.9%
CME CME GROUP INC 0.5%
Value ($000) $13,922 Shares 59,950 Est. Cost $166.39 Unrealized +32.0%
GAL SSGA ACTIVE ETF TR 0.5%
Value ($000) $13,895 Shares 314,502 Est. Cost $42.54 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $13,785 Shares 23,520 Est. Cost $385.55 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $13,732 Shares 78,365 Est. Cost $149.68 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $13,634 Shares 14,880 Est. Cost $413.02 Unrealized +123.4%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $13,486 Shares 38,336 Est. Cost $300.00 Unrealized +18.2%
XCEM COLUMBIA ETF TR II 0.5%
Value ($000) $13,195 Shares 445,777 Est. Cost $31.27 Unrealized
SRLN SSGA ACTIVE ETF TR 0.5%
Value ($000) $13,147 Shares 315,048 Est. Cost $41.74 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $12,843 Shares 21,934 Est. Cost $308.00 Unrealized +89.8%
CP CANADIAN PACIFIC KANSAS CITY 0.5%
Value ($000) $12,696 Shares 175,437 Est. Cost $77.51 Unrealized -1.4%
ITOT ISHARES TR 0.5%
Value ($000) $12,655 Shares 98,394 Est. Cost $83.51 Unrealized
AZN ASTRAZENECA PLC 0.5%
Value ($000) $12,460 Shares 190,171 Est. Cost $69.99 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $12,036 Shares 48,767 Est. Cost $99.56 Unrealized +162.7%
GEM GOLDMAN SACHS ETF TR 0.4%
Value ($000) $11,034 Shares 345,666 Est. Cost $32.62 Unrealized
BN BROOKFIELD CORP 0.4%
Value ($000) $9,859 Shares 171,616 Est. Cost $21.90 Unrealized +70.8%
GOOGL ALPHABET INC 0.3%
Value ($000) $8,585 Shares 45,350 Est. Cost $109.01 Unrealized +59.7%
IWP ISHARES TR 0.3%
Value ($000) $8,398 Shares 66,254 Est. Cost $108.89 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $8,380 Shares 7,905 Est. Cost $130.88 Unrealized +54.8%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $7,796 Shares 14,469 Est. Cost $231.88 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $7,739 Shares 33,712 Est. Cost $227.09 Unrealized +7.4%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $7,548 Shares 40,254 Est. Cost $112.85 Unrealized +71.2%
REXR REXFORD INDL RLTY INC 0.3%
Value ($000) $7,436 Shares 192,349 Est. Cost $32.61 Unrealized
AON AON PLC 0.3%
Value ($000) $7,337 Shares 20,429 Est. Cost $236.95 Unrealized +54.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $7,315 Shares 65,693 Est. Cost $106.69 Unrealized -3.0%
FTNT FORTINET INC 0.3%
Value ($000) $7,184 Shares 76,041 Est. Cost $66.52 Unrealized +33.7%
DJP BARCLAYS BANK PLC 0.3%
Value ($000) $7,107 Shares 221,479 Est. Cost $31.44 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $7,050 Shares 65,543 Est. Cost $85.22 Unrealized +31.9%
LIN LINDE PLC 0.3%
Value ($000) $7,028 Shares 16,787 Est. Cost $322.30 Unrealized +39.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $6,937 Shares 96,767 Est. Cost $64.18 Unrealized +16.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $6,804 Shares 47,050 Est. Cost $119.02 Unrealized +25.7%
PLD PROLOGIS INC. 0.3%
Value ($000) $6,654 Shares 62,950 Est. Cost $109.21 Unrealized +0.9%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $6,516 Shares 91,016 Est. Cost $75.76 Unrealized -0.3%
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $6,358 Shares 27,724 Est. Cost $199.50 Unrealized +13.5%
CSCO CISCO SYS INC 0.2%
Value ($000) $6,301 Shares 106,442 Est. Cost $43.03 Unrealized +28.7%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $6,073 Shares 15,881 Est. Cost $330.57 Unrealized -1.2%
JPRE J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $6,059 Shares 128,155 Est. Cost $45.52 Unrealized
BUR BURFORD CAP LTD 0.2%
Value ($000) $6,058 Shares 475,147 Est. Cost $8.85 Unrealized +50.8%
CTAS CINTAS CORP 0.2%
Value ($000) $5,546 Shares 30,356 Est. Cost $172.94 Unrealized +20.5%
ADBE ADOBE INC 0.2%
Value ($000) $5,535 Shares 12,448 Est. Cost $498.81 Unrealized -0.7%
V VISA INC 0.2%
Value ($000) $5,479 Shares 17,338 Est. Cost $153.73 Unrealized +94.1%
QUAL ISHARES TR 0.2%
Value ($000) $5,335 Shares 29,959 Est. Cost $178.08 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $5,270 Shares 12,118 Est. Cost $379.97 Unrealized +2.0%
INTU INTUIT 0.2%
Value ($000) $5,270 Shares 8,385 Est. Cost $477.79 Unrealized +32.8%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $5,118 Shares 24,972 Est. Cost $212.76 Unrealized -5.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $5,104 Shares 35,240 Est. Cost $125.13 Unrealized +16.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $5,091 Shares 31,694 Est. Cost $146.86 Unrealized +9.7%
PFE PFIZER INC 0.2%
Value ($000) $5,015 Shares 189,024 Est. Cost $22.87 Unrealized +9.8%
PZA INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $4,854 Shares 205,601 Est. Cost $23.44 Unrealized
VEEV VEEVA SYS INC 0.2%
Value ($000) $4,753 Shares 22,608 Est. Cost $203.35 Unrealized +8.2%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $4,745 Shares 955 Est. Cost $3743.21 Unrealized +27.3%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $4,589 Shares 9,215 Est. Cost $389.50 Unrealized +29.2%
MSCI MSCI INC 0.2%
Value ($000) $4,496 Shares 7,493 Est. Cost $523.64 Unrealized +13.0%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $4,417 Shares 39,964 Est. Cost $102.84 Unrealized 0.0%
HD HOME DEPOT INC 0.2%
Value ($000) $4,343 Shares 11,164 Est. Cost $194.58 Unrealized +104.2%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $4,328 Shares 48,582 Est. Cost $90.51 Unrealized
AOR ISHARES TR 0.2%
Value ($000) $4,292 Shares 74,880 Est. Cost $49.84 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $4,181 Shares 55,295 Est. Cost $66.10 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $4,134 Shares 2,431 Est. Cost $1892.52 Unrealized +2.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,086 Shares 6 Est. Cost $231471.48 Unrealized +199.2%
TLF TANDY LEATHER FACTORY INC 0.1%
Value ($000) $3,938 Shares 826,790 Est. Cost $4.66 Unrealized -6.5%
TCHP T ROWE PRICE ETF INC 0.1%
Value ($000) $3,857 Shares 91,604 Est. Cost $30.95 Unrealized
CPRT COPART INC 0.1%
Value ($000) $3,800 Shares 66,219 Est. Cost $52.64 Unrealized +8.2%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $3,761 Shares 162,250 Est. Cost $36.55 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $3,667 Shares 15,818 Est. Cost $109.57 Unrealized +66.9%
O REALTY INCOME CORP 0.1%
Value ($000) $3,607 Shares 67,537 Est. Cost $55.24 Unrealized -1.3%
ZTS ZOETIS INC 0.1%
Value ($000) $3,471 Shares 21,301 Est. Cost $175.22 Unrealized +0.6%
SGOV ISHARES TR 0.1%
Value ($000) $3,409 Shares 33,985 Est. Cost $100.57 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $3,310 Shares 53,954 Est. Cost $56.23 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $3,279 Shares 4,731 Est. Cost $784.79 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $3,128 Shares 7,566 Est. Cost $489.43 Unrealized -10.4%
BLK BLACKROCK INC 0.1%
Value ($000) $3,108 Shares 3,032 Est. Cost $991.05 Unrealized 0.0%
SHYD VANECK ETF TRUST 0.1%
Value ($000) $3,090 Shares 137,459 Est. Cost $22.15 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $2,983 Shares 40,301 Est. Cost $76.30 Unrealized -8.3%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $2,846 Shares 10,775 Est. Cost $134.13 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $2,688 Shares 84,556 Est. Cost $33.53 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2,419 Shares 48,030 Est. Cost $50.42 Unrealized
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $2,233 Shares 59,615 Est. Cost $34.11 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $2,228 Shares 5,517 Est. Cost $241.61 Unrealized +33.2%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $2,208 Shares 3,099 Est. Cost $737.51 Unrealized +13.2%
QDF FLEXSHARES TR 0.1%
Value ($000) $2,177 Shares 30,860 Est. Cost $49.43 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $2,153 Shares 23,303 Est. Cost $58.88 Unrealized +47.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,115 Shares 4,136 Est. Cost $480.27 Unrealized
RC READY CAPITAL CORP 0.1%
Value ($000) $2,102 Shares 308,201 Est. Cost $11.88 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $2,044 Shares 38,962 Est. Cost $52.19 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $2,043 Shares 2,646 Est. Cost $267.40 Unrealized +207.1%
ORCL ORACLE CORP 0.1%
Value ($000) $2,030 Shares 12,181 Est. Cost $69.90 Unrealized +151.6%
NUVEEN CALIFORNIA MUNI VLU F 0.1%
Value ($000) $1,995 Shares 236,087 Est. Cost $8.91 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $1,984 Shares 20,488 Est. Cost $94.46 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,936 Shares 18,168 Est. Cost $106.98 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,882 Shares 20,830 Est. Cost $50.87 Unrealized +68.7%
FWONA LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $1,880 Shares 22,366 Est. Cost $56.54 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $1,824 Shares 43,619 Est. Cost $38.48 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,788 Shares 35,267 Est. Cost $50.86 Unrealized
SMOT VANECK ETF TRUST 0.1%
Value ($000) $1,756 Shares 50,953 Est. Cost $30.02 Unrealized
BE BLOOM ENERGY CORP 0.1%
Value ($000) $1,741 Shares 78,374 Est. Cost $11.31 Unrealized +55.0%
BIIB BIOGEN INC 0.1%
Value ($000) $1,736 Shares 11,352 Est. Cost $199.21 Unrealized -15.3%
IQLT ISHARES TR 0.1%
Value ($000) $1,733 Shares 46,679 Est. Cost $37.12 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $1,725 Shares 16,986 Est. Cost $74.03 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $1,657 Shares 45,620 Est. Cost $35.72 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,647 Shares 10,832 Est. Cost $101.15 Unrealized +54.8%
PIMCO DYNAMIC INCOME STRATEG 0.1%
Value ($000) $1,638 Shares 62,696 Est. Cost $9.18 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,632 Shares 17,887 Est. Cost $71.93 Unrealized +30.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,611 Shares 9,610 Est. Cost $106.47 Unrealized +55.7%
ABBV ABBVIE INC 0.1%
Value ($000) $1,584 Shares 8,912 Est. Cost $103.12 Unrealized +72.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,565 Shares 5,399 Est. Cost $209.26 Unrealized
MOTI VANECK ETF TRUST 0.1%
Value ($000) $1,516 Shares 50,036 Est. Cost $30.60 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $1,446 Shares 20,022 Est. Cost $74.98 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $1,442 Shares 11,935 Est. Cost $60.13 Unrealized +95.8%
LRGF ISHARES TR 0.1%
Value ($000) $1,432 Shares 23,730 Est. Cost $38.07 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,399 Shares 18,345 Est. Cost $23.78 Unrealized +42.3%
JYNT JOINT CORP 0.1%
Value ($000) $1,387 Shares 130,460 Est. Cost $10.81 Unrealized +3.3%
IWS ISHARES TR 0.1%
Value ($000) $1,341 Shares 10,369 Est. Cost $116.42 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $1,317 Shares 4,576 Est. Cost $238.34 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $1,285 Shares 20,630 Est. Cost $94.95 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $1,282 Shares 10,540 Est. Cost $94.04 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $1,273 Shares 12,801 Est. Cost $64.25 Unrealized +53.6%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,265 Shares 26,176 Est. Cost $32.64 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $1,257 Shares 2,588 Est. Cost $297.73 Unrealized +77.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,241 Shares 23,732 Est. Cost $33.43 Unrealized +46.0%
SHY ISHARES TR 0.0%
Value ($000) $1,239 Shares 15,110 Est. Cost $81.53 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $1,233 Shares 5,093 Est. Cost $178.92 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $1,199 Shares 12,291 Est. Cost $105.25 Unrealized -3.4%
ABT ABBOTT LABS 0.0%
Value ($000) $1,160 Shares 10,254 Est. Cost $106.26 Unrealized +6.7%
IJR ISHARES TR 0.0%
Value ($000) $1,147 Shares 9,952 Est. Cost $97.26 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,134 Shares 10,691 Est. Cost $95.25 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $1,107 Shares 9,562 Est. Cost $100.42 Unrealized +17.8%
IVE ISHARES TR 0.0%
Value ($000) $1,095 Shares 5,737 Est. Cost $169.28 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $1,090 Shares 21,504 Est. Cost $50.82 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $1,090 Shares 3,760 Est. Cost $227.17 Unrealized +27.8%
IWD ISHARES TR 0.0%
Value ($000) $1,062 Shares 5,738 Est. Cost $152.62 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1,055 Shares 4,670 Est. Cost $130.19 Unrealized +56.4%
WELLS FARGO CO NEW 0.0%
Value ($000) $1,040 Shares 871 Est. Cost $1472.10 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $989 Shares 3,331 Est. Cost $132.41 Unrealized +114.2%
BA BOEING CO 0.0%
Value ($000) $988 Shares 5,580 Est. Cost $241.64 Unrealized -35.1%
SHYG ISHARES TR 0.0%
Value ($000) $988 Shares 23,176 Est. Cost $45.60 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $979 Shares 2,086 Est. Cost $406.83 Unrealized +21.2%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $978 Shares 3,377 Est. Cost $139.71 Unrealized +115.4%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $958 Shares 3,291 Est. Cost $314.76 Unrealized -1.9%
DOW DOW INC 0.0%
Value ($000) $931 Shares 23,191 Est. Cost $37.34 Unrealized +15.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $917 Shares 15,150 Est. Cost $42.88 Unrealized +36.0%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $909 Shares 24,500 Est. Cost $36.35 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $907 Shares 2,499 Est. Cost $151.86 Unrealized +151.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $903 Shares 3,160 Est. Cost $193.55 Unrealized +42.6%
IWN ISHARES TR 0.0%
Value ($000) $898 Shares 5,469 Est. Cost $153.90 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $865 Shares 3,320 Est. Cost $208.70 Unrealized +37.1%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $863 Shares 47,046 Est. Cost $24.29 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $862 Shares 34,050 Est. Cost $25.32 Unrealized
T AT&T INC 0.0%
Value ($000) $848 Shares 37,234 Est. Cost $16.87 Unrealized +27.5%
BOND PIMCO ETF TR 0.0%
Value ($000) $840 Shares 9,287 Est. Cost $94.61 Unrealized
NRP NATURAL RESOURCE PARTNERS L 0.0%
Value ($000) $804 Shares 7,240 Est. Cost $97.80 Unrealized
DIAL COLUMBIA ETF TR I 0.0%
Value ($000) $783 Shares 44,660 Est. Cost $21.59 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $771 Shares 2,267 Est. Cost $272.61 Unrealized +35.6%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $767 Shares 1,206 Est. Cost $262.16 Unrealized +149.9%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $738 Shares 3,288 Est. Cost $161.04 Unrealized
REM ISHARES TR 0.0%
Value ($000) $715 Shares 33,486 Est. Cost $23.59 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $711 Shares 9,403 Est. Cost $58.25 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $709 Shares 5,720 Est. Cost $65.50 Unrealized +81.7%
BANK AMERICA CORP 0.0%
Value ($000) $704 Shares 577 Est. Cost $1441.82 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $694 Shares 3,441 Est. Cost $125.75 Unrealized +67.9%
MS MORGAN STANLEY 0.0%
Value ($000) $693 Shares 5,512 Est. Cost $81.31 Unrealized +47.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $693 Shares 2,313 Est. Cost $214.38 Unrealized +47.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $692 Shares 1,685 Est. Cost $220.58 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $683 Shares 8,554 Est. Cost $94.71 Unrealized -11.5%
NXRT NEXPOINT RESIDENTIAL TR INC 0.0%
Value ($000) $677 Shares 16,221 Est. Cost $47.15 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $676 Shares 10,011 Est. Cost $59.97 Unrealized +7.4%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $660 Shares 17,378 Est. Cost $32.85 Unrealized +29.4%
PIMCO CALIF MUN INCOME FD 0.0%
Value ($000) $659 Shares 72,949 Est. Cost $9.80 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $658 Shares 16,463 Est. Cost $40.43 Unrealized -2.6%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $656 Shares 4,980 Est. Cost $110.25 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.0%
Value ($000) $647 Shares 57,290 Est. Cost $12.99 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $647 Shares 2,941 Est. Cost $137.35 Unrealized +57.5%
SMTH ALPS ETF TR 0.0%
Value ($000) $639 Shares 25,021 Est. Cost $25.52 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $634 Shares 6,316 Est. Cost $63.88 Unrealized +51.6%
PCAR PACCAR INC 0.0%
Value ($000) $624 Shares 6,000 Est. Cost $46.05 Unrealized +125.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $612 Shares 2,632 Est. Cost $142.31 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $611 Shares 3,119 Est. Cost $178.40 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $607 Shares 9,753 Est. Cost $37.38 Unrealized +68.8%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $605 Shares 16,126 Est. Cost $38.11 Unrealized +4.9%
ESGD ISHARES TR 0.0%
Value ($000) $589 Shares 7,730 Est. Cost $66.53 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $568 Shares 4,204 Est. Cost $147.69 Unrealized -7.5%
WBS WEBSTER FINL CORP 0.0%
Value ($000) $555 Shares 10,053 Est. Cost $59.37 Unrealized -7.5%
RIVERNORTH DOUBLELINE STRATE 0.0%
Value ($000) $551 Shares 66,107 Est. Cost $14.55 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $551 Shares 4,103 Est. Cost $93.53 Unrealized +41.4%
IHI ISHARES TR 0.0%
Value ($000) $542 Shares 9,290 Est. Cost $56.46 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $540 Shares 7,024 Est. Cost $30.62 Unrealized +146.6%
WMB WILLIAMS COS INC 0.0%
Value ($000) $535 Shares 9,882 Est. Cost $28.38 Unrealized +82.3%
SLV ISHARES SILVER TR 0.0%
Value ($000) $531 Shares 20,171 Est. Cost $21.95 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $512 Shares 3,523 Est. Cost $117.25 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $505 Shares 13,880 Est. Cost $33.47 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $497 Shares 2,404 Est. Cost $144.25 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $497 Shares 558 Est. Cost $44.56 Unrealized +84.7%
DE DEERE & CO 0.0%
Value ($000) $495 Shares 1,168 Est. Cost $330.84 Unrealized +25.1%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $490 Shares 12,431 Est. Cost $49.28 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $485 Shares 1,452 Est. Cost $254.09 Unrealized +24.7%
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $477 Shares 37,512 Est. Cost $11.20 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $473 Shares 10,757 Est. Cost $27.82 Unrealized +53.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $471 Shares 1,377 Est. Cost $264.49 Unrealized +25.7%
SNPS SYNOPSYS INC 0.0%
Value ($000) $466 Shares 960 Est. Cost $238.20 Unrealized +119.4%
IR INGERSOLL RAND INC 0.0%
Value ($000) $462 Shares 5,107 Est. Cost $92.82 Unrealized +7.1%
LBTYA LIBERTY GLOBAL LTD 0.0%
Value ($000) $456 Shares 35,700 Est. Cost $8.72 Unrealized +35.8%
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $452 Shares 13,388 Est. Cost $26.54 Unrealized
SRE SEMPRA 0.0%
Value ($000) $441 Shares 5,028 Est. Cost $63.87 Unrealized +32.0%
GE GE AEROSPACE 0.0%
Value ($000) $426 Shares 2,554 Est. Cost $80.41 Unrealized +120.3%
AGNC AGNC INVT CORP 0.0%
Value ($000) $423 Shares 45,946 Est. Cost $9.57 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $417 Shares 3,551 Est. Cost $86.16 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $413 Shares 2,490 Est. Cost $132.35 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $407 Shares 3,193 Est. Cost $105.92 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $407 Shares 7,022 Est. Cost $74.13 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $406 Shares 6,021 Est. Cost $53.62 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $405 Shares 2,015 Est. Cost $52.84 Unrealized +286.7%
RLI RLI CORP 0.0%
Value ($000) $405 Shares 2,455 Est. Cost $18.68 Unrealized +320.1%
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value ($000) $402 Shares 29,579 Est. Cost $14.98 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $401 Shares 3,946 Est. Cost $83.52 Unrealized +28.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $396 Shares 1,074 Est. Cost $280.65 Unrealized +45.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $392 Shares 4,559 Est. Cost $107.34 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $381 Shares 2,882 Est. Cost $36.22 Unrealized +306.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $378 Shares 6,331 Est. Cost $46.71 Unrealized +36.2%
IHF ISHARES TR 0.0%
Value ($000) $377 Shares 7,850 Est. Cost $94.79 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $375 Shares 2,174 Est. Cost $86.78 Unrealized +94.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $374 Shares 1,279 Est. Cost $165.97 Unrealized +73.5%
UNP UNION PAC CORP 0.0%
Value ($000) $370 Shares 1,621 Est. Cost $168.39 Unrealized +36.7%
MCK MCKESSON CORP 0.0%
Value ($000) $365 Shares 640 Est. Cost $228.65 Unrealized +143.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $362 Shares 1,704 Est. Cost $129.65 Unrealized +67.2%
NKE NIKE INC 0.0%
Value ($000) $358 Shares 4,735 Est. Cost $90.03 Unrealized -15.0%
DSI ISHARES TR 0.0%
Value ($000) $356 Shares 3,233 Est. Cost $81.21 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $354 Shares 73,617 Est. Cost $4.96 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $352 Shares 6,261 Est. Cost $58.56 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $351 Shares 1,821 Est. Cost $122.84 Unrealized +54.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $345 Shares 3,240 Est. Cost $67.46 Unrealized +44.2%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $338 Shares 12,387 Est. Cost $42.54 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $333 Shares 3,541 Est. Cost $79.57 Unrealized +17.3%
SYY SYSCO CORP 0.0%
Value ($000) $333 Shares 4,352 Est. Cost $63.01 Unrealized +17.4%
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $331 Shares 5,870 Est. Cost $43.55 Unrealized +25.2%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $329 Shares 5,814 Est. Cost $45.52 Unrealized +15.5%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $329 Shares 4,215 Est. Cost $82.38 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $329 Shares 4,179 Est. Cost $78.65 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $327 Shares 571 Est. Cost $280.81 Unrealized +94.0%
IGV ISHARES TR 0.0%
Value ($000) $326 Shares 3,256 Est. Cost $133.14 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $323 Shares 6,713 Est. Cost $27.18 Unrealized
BLACKROCK TAX MUNICPAL BD TR 0.0%
Value ($000) $322 Shares 19,967 Est. Cost $16.35 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $320 Shares 1,860 Est. Cost $131.46 Unrealized +26.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $318 Shares 610 Est. Cost $306.14 Unrealized +70.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $318 Shares 11,596 Est. Cost $17.28 Unrealized +44.0%
NXDT NEXPOINT DIVERSIFIED REL ET 0.0%
Value ($000) $317 Shares 51,988 Est. Cost $10.18 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $315 Shares 10,060 Est. Cost $24.56 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $313 Shares 5,497 Est. Cost $36.45 Unrealized +60.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $310 Shares 545 Est. Cost $480.14 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $310 Shares 6,419 Est. Cost $44.53 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $310 Shares 1,677 Est. Cost $134.74 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $301 Shares 23,934 Est. Cost $14.25 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $300 Shares 6,270 Est. Cost $45.00 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $298 Shares 14,065 Est. Cost $33.97 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $296 Shares 7,055 Est. Cost $39.55 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $289 Shares 804 Est. Cost $266.92 Unrealized +37.2%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $287 Shares 1,277 Est. Cost $139.13 Unrealized +61.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $282 Shares 543 Est. Cost $448.58 Unrealized +22.1%
C CITIGROUP INC 0.0%
Value ($000) $282 Shares 4,008 Est. Cost $48.33 Unrealized +35.3%
APPF APPFOLIO INC 0.0%
Value ($000) $271 Shares 1,098 Est. Cost $215.65 Unrealized +8.6%
FAST FASTENAL CO 0.0%
Value ($000) $271 Shares 3,763 Est. Cost $23.86 Unrealized +59.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $270 Shares 2,720 Est. Cost $79.37 Unrealized +28.9%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $264 Shares 1,330 Est. Cost $160.49 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $256 Shares 3,261 Est. Cost $81.92 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $256 Shares 3,010 Est. Cost $64.60 Unrealized +27.0%
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $252 Shares 18,324 Est. Cost $12.21 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $251 Shares 4,007 Est. Cost $54.31 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $250 Shares 5,896 Est. Cost $35.52 Unrealized +10.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $250 Shares 1,678 Est. Cost $111.18 Unrealized +40.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $246 Shares 665 Est. Cost $238.65 Unrealized +64.9%
CTO CTO RLTY GROWTH INC NEW 0.0%
Value ($000) $244 Shares 12,375 Est. Cost $31.31 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $236 Shares 5,924 Est. Cost $36.75 Unrealized +8.7%
NREF NEXPOINT REAL ESTATE FIN INC 0.0%
Value ($000) $236 Shares 15,012 Est. Cost $15.11 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $232 Shares 699 Est. Cost $170.49 Unrealized +103.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $232 Shares 12,531 Est. Cost $25.18 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $227 Shares 1,148 Est. Cost $140.07 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $226 Shares 1,400 Est. Cost $145.01 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $225 Shares 2,433 Est. Cost $82.27 Unrealized +19.5%
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $225 Shares 4,500 Est. Cost $45.31 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $224 Shares 3,444 Est. Cost $62.34 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $224 Shares 11,164 Est. Cost $44.40 Unrealized -49.2%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $223 Shares 2,609 Est. Cost $83.38 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $222 Shares 6,430 Est. Cost $27.01 Unrealized
REET ISHARES TR 0.0%
Value ($000) $222 Shares 9,254 Est. Cost $23.94 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $222 Shares 5,034 Est. Cost $41.72 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $218 Shares 909 Est. Cost $237.21 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $211 Shares 1,600 Est. Cost $102.72 Unrealized
FISV FISERV INC 0.0%
Value ($000) $211 Shares 1,025 Est. Cost $204.14 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $210 Shares 797 Est. Cost $204.18 Unrealized +38.1%
OEF ISHARES TR 0.0%
Value ($000) $209 Shares 725 Est. Cost $276.76 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $205 Shares 14,295 Est. Cost $21.05 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $202 Shares 7,823 Est. Cost $25.86 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $202 Shares 6,791 Est. Cost $29.70 Unrealized
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $182 Shares 18,611 Est. Cost $12.53 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $166 Shares 14,756 Est. Cost $11.90 Unrealized
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $161 Shares 10,559 Est. Cost $19.92 Unrealized -19.6%
NOV NOV INC 0.0%
Value ($000) $156 Shares 10,658 Est. Cost $15.45 Unrealized +1.1%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $143 Shares 19,166 Est. Cost $8.95 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $135 Shares 12,393 Est. Cost $9.17 Unrealized +4.3%
NUVEEN MUN HIGH INCOME OPPOR 0.0%
Value ($000) $124 Shares 11,425 Est. Cost $11.59 Unrealized
INVESCO CALIF VALUE MUN INCO 0.0%
Value ($000) $114 Shares 10,446 Est. Cost $9.58 Unrealized
MATTERPORT INC 0.0%
Value ($000) $99 Shares 20,876 Est. Cost $3.78 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $68 Shares 12,000 Est. Cost $6.27 Unrealized
CREATIVE MEDIA & CMNTY TR 0.0%
Value ($000) $19 Shares 85,601 Est. Cost $7.11 Unrealized
CCO CLEAR CHANNEL OUTDOOR HLDGS 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.71 Unrealized -10.6%