THOROUGHBRED FINANCIAL SERVICES, LLC Diversified Active

CIK: 0001091370 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $1,620 (100.0% shares, 0.0% debt)

Holdings (564)

NVDA NVIDIA CORPORATION COM 5.9%
Value ($000) $95 Shares 508,901 Est. Cost $94.85 Unrealized +83.7%
AAPL APPLE INC COM 4.9%
Value ($000) $79 Shares 309,103 Est. Cost $148.87 Unrealized +51.5%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $54 Shares 104,057 Est. Cost $274.73 Unrealized +85.2%
AMZN AMAZON COM INC COM 2.3%
Value ($000) $37 Shares 167,927 Est. Cost $140.18 Unrealized +61.5%
AVGO BROADCOM INC COM 2.1%
Value ($000) $34 Shares 103,973 Est. Cost $150.14 Unrealized +103.6%
QQQ INVESCO QQQ TRUST SERIES I 1.7%
Value ($000) $28 Shares 46,936 Est. Cost $1313.54 Unrealized
QQQM INVESCO NASDAQ 100 ETF 1.7%
Value ($000) $28 Shares 112,661 Est. Cost $36.31 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.6%
Value ($000) $26 Shares 93,007 Est. Cost $33.70 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.5%
Value ($000) $24 Shares 77,455 Est. Cost $151.00 Unrealized +96.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $22 Shares 44,087 Est. Cost $339.09 Unrealized +42.8%
APP APPLOVIN CORP COM CL A 1.2%
Value ($000) $20 Shares 28,126 Est. Cost $66.83 Unrealized +590.0%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $20 Shares 82,573 Est. Cost $125.85 Unrealized +66.8%
WMT WALMART INC COM 1.2%
Value ($000) $20 Shares 191,381 Est. Cost $54.71 Unrealized +81.4%
VOO VANGUARD S&P 500 ETF 1.2%
Value ($000) $20 Shares 31,929 Est. Cost $103.62 Unrealized
COWZ PACER US CASH COWS 100 ETF 1.2%
Value ($000) $19 Shares 335,492 Est. Cost $12.54 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $19 Shares 79,064 Est. Cost $134.36 Unrealized +55.7%
META META PLATFORMS INC CL A 1.1%
Value ($000) $18 Shares 24,865 Est. Cost $373.49 Unrealized +99.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.1%
Value ($000) $18 Shares 317,292 Est. Cost $5.96 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.1%
Value ($000) $18 Shares 54,537 Est. Cost $19019.80 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 1.1%
Value ($000) $17 Shares 119,209 Est. Cost $43.29 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 1.0%
Value ($000) $17 Shares 60,795 Est. Cost $26.37 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 1.0%
Value ($000) $17 Shares 394,321 Est. Cost $0.04 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 1.0%
Value ($000) $16 Shares 148,408 Est. Cost $3038.18 Unrealized
CLS CELESTICA INC COM 0.9%
Value ($000) $14 Shares 58,639 Est. Cost $51.84 Unrealized +288.9%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.9%
Value ($000) $14 Shares 96,653 Est. Cost $49.47 Unrealized +174.0%
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $14 Shares 20,830 Est. Cost $170.59 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.8%
Value ($000) $13 Shares 105,983 Est. Cost $18.73 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.7%
Value ($000) $12 Shares 205,360 Est. Cost $2.36 Unrealized
QTOP ISHARES NASDAQ TOP 30 STOCKS ETF 0.7%
Value ($000) $11 Shares 366,243 Est. Cost $0.03 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.7%
Value ($000) $11 Shares 165,130 Est. Cost $14.15 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $11 Shares 27,010 Est. Cost $268.93 Unrealized +44.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.6%
Value ($000) $10 Shares 150,247 Est. Cost $23.22 Unrealized
LLY ELI LILLY & CO COM 0.6%
Value ($000) $10 Shares 13,119 Est. Cost $502.24 Unrealized +47.8%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.6%
Value ($000) $10 Shares 95,354 Est. Cost $4.75 Unrealized
V VISA INC COM CL A 0.6%
Value ($000) $9 Shares 27,455 Est. Cost $226.91 Unrealized +52.1%
MELI MERCADOLIBRE INC COM 0.6%
Value ($000) $9 Shares 3,956 Est. Cost $1344.03 Unrealized +78.6%
CGGR CAPITAL GROUP GROWTH ETF 0.6%
Value ($000) $9 Shares 207,119 Est. Cost $0.04 Unrealized
COST COSTCO WHSL CORP NEW COM 0.5%
Value ($000) $9 Shares 9,276 Est. Cost $507.14 Unrealized +88.6%
TSLA TESLA INC COM 0.5%
Value ($000) $9 Shares 19,175 Est. Cost $259.47 Unrealized +33.7%
FDVV FIDELITY HIGH DIVIDEND ETF 0.5%
Value ($000) $8 Shares 147,895 Est. Cost $1.77 Unrealized
MU MICRON TECHNOLOGY INC COM 0.5%
Value ($000) $8 Shares 48,101 Est. Cost $112.50 Unrealized +13.6%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.5%
Value ($000) $7 Shares 45,524 Est. Cost $32.55 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.5%
Value ($000) $7 Shares 160,943 Est. Cost $26.25 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.5%
Value ($000) $7 Shares 65,166 Est. Cost $7.83 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $7 Shares 122,553 Est. Cost $0.05 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.4%
Value ($000) $7 Shares 57,577 Est. Cost $0.11 Unrealized
BAC BANK AMERICA CORP COM 0.4%
Value ($000) $7 Shares 131,020 Est. Cost $34.40 Unrealized +40.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.4%
Value ($000) $7 Shares 13,778 Est. Cost $199.32 Unrealized +128.2%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.4%
Value ($000) $7 Shares 49,849 Est. Cost $0.10 Unrealized
NFLX NETFLIX INC COM 0.4%
Value ($000) $7 Shares 5,603 Est. Cost $80.08 Unrealized +52.4%
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $7 Shares 11,661 Est. Cost $335.73 Unrealized +70.8%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $6 Shares 56,107 Est. Cost $83.01 Unrealized +32.1%
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.4%
Value ($000) $6 Shares 166,194 Est. Cost $0.03 Unrealized
HCA HCA HEALTHCARE INC COM 0.4%
Value ($000) $6 Shares 14,516 Est. Cost $247.38 Unrealized +56.2%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $6 Shares 39,551 Est. Cost $118.86 Unrealized +28.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.4%
Value ($000) $6 Shares 213,740 Est. Cost $13.12 Unrealized
MOD MODINE MFG CO COM 0.4%
Value ($000) $6 Shares 40,728 Est. Cost $35.17 Unrealized +261.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $6 Shares 29,992 Est. Cost $34.55 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.3%
Value ($000) $6 Shares 176,732 Est. Cost $0.03 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.3%
Value ($000) $6 Shares 76,309 Est. Cost $0.07 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value ($000) $6 Shares 30,641 Est. Cost $87.38 Unrealized +85.5%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.3%
Value ($000) $6 Shares 140,664 Est. Cost $0.03 Unrealized
MPC MARATHON PETE CORP COM 0.3%
Value ($000) $5 Shares 28,302 Est. Cost $107.85 Unrealized +61.8%
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.3%
Value ($000) $5 Shares 138,033 Est. Cost $0.03 Unrealized
URI UNITED RENTALS INC COM 0.3%
Value ($000) $5 Shares 5,304 Est. Cost $575.67 Unrealized +54.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.3%
Value ($000) $5 Shares 47,660 Est. Cost $2651.57 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $5 Shares 30,173 Est. Cost $128.57 Unrealized +25.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.3%
Value ($000) $5 Shares 10,402 Est. Cost $138.52 Unrealized
LIN LINDE PLC SHS 0.3%
Value ($000) $5 Shares 10,088 Est. Cost $358.36 Unrealized +31.3%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.3%
Value ($000) $5 Shares 36,052 Est. Cost $0.11 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $5 Shares 9,979 Est. Cost $239.27 Unrealized +77.8%
VLO VALERO ENERGY CORP COM 0.3%
Value ($000) $5 Shares 27,599 Est. Cost $101.47 Unrealized +45.7%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.3%
Value ($000) $5 Shares 32,095 Est. Cost $58.36 Unrealized +109.7%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $5 Shares 24,367 Est. Cost $136.88 Unrealized +23.8%
ABBV ABBVIE INC COM 0.3%
Value ($000) $5 Shares 19,506 Est. Cost $100.53 Unrealized +100.9%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.3%
Value ($000) $5 Shares 171,229 Est. Cost $2.07 Unrealized
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $4 Shares 17,334 Est. Cost $107.22 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $4 Shares 6,538 Est. Cost $135.77 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.3%
Value ($000) $4 Shares 95,530 Est. Cost $3.45 Unrealized
RTX RTX CORPORATION COM 0.3%
Value ($000) $4 Shares 25,232 Est. Cost $102.67 Unrealized +50.3%
ORCL ORACLE CORP COM 0.3%
Value ($000) $4 Shares 14,930 Est. Cost $153.02 Unrealized +66.1%
CGBL CAPITAL GROUP CORE BALANCED ETF 0.3%
Value ($000) $4 Shares 119,846 Est. Cost $0.03 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $4 Shares 49,974 Est. Cost $44.06 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $4 Shares 5,126 Est. Cost $375.39 Unrealized +95.8%
IWL ISHARES RUSSELL TOP 200 ETF 0.3%
Value ($000) $4 Shares 24,492 Est. Cost $26.68 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.3%
Value ($000) $4 Shares 40,950 Est. Cost $23.53 Unrealized
FAST FASTENAL CO COM 0.3%
Value ($000) $4 Shares 82,703 Est. Cost $29.48 Unrealized +59.3%
ZS ZSCALER INC COM 0.2%
Value ($000) $4 Shares 13,482 Est. Cost $187.06 Unrealized +52.4%
GLW CORNING INC COM 0.2%
Value ($000) $4 Shares 49,125 Est. Cost $40.72 Unrealized +59.6%
STRL STERLING INFRASTRUCTURE INC COM 0.2%
Value ($000) $4 Shares 11,725 Est. Cost $87.94 Unrealized +222.8%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.2%
Value ($000) $4 Shares 100,077 Est. Cost $0.04 Unrealized
OKLO OKLO INC COM CL A 0.2%
Value ($000) $4 Shares 35,042 Est. Cost $41.17 Unrealized +90.2%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.2%
Value ($000) $4 Shares 79,404 Est. Cost $38.25 Unrealized +24.8%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.2%
Value ($000) $4 Shares 38,670 Est. Cost $0.08 Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.2%
Value ($000) $4 Shares 187,023 Est. Cost $0.02 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $4 Shares 61,816 Est. Cost $669.04 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $4 Shares 7,675 Est. Cost $118.14 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $4 Shares 13,570 Est. Cost $20.53 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.2%
Value ($000) $4 Shares 161,909 Est. Cost $0.02 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $4 Shares 52,837 Est. Cost $45.99 Unrealized +46.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $4 Shares 3,727 Est. Cost $184.22 Unrealized
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.2%
Value ($000) $4 Shares 118,639 Est. Cost $11.97 Unrealized +46.5%
GRPM INVESCO S&P MIDCAP 400 GARP ETF 0.2%
Value ($000) $3 Shares 28,649 Est. Cost $0.11 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $3 Shares 9,700 Est. Cost $128.57 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.2%
Value ($000) $3 Shares 24,014 Est. Cost $0.12 Unrealized
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.2%
Value ($000) $3 Shares 45,780 Est. Cost $0.06 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $3 Shares 11,081 Est. Cost $217.89 Unrealized +38.3%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $3 Shares 605 Est. Cost $3882.83 Unrealized +43.3%
QBTS D-WAVE QUANTUM INC COM 0.2%
Value ($000) $3 Shares 131,250 Est. Cost $5.63 Unrealized +223.7%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.2%
Value ($000) $3 Shares 51,008 Est. Cost $0.05 Unrealized
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.2%
Value ($000) $3 Shares 142,985 Est. Cost $0.02 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.2%
Value ($000) $3 Shares 35,932 Est. Cost $0.06 Unrealized
JPEF JPMORGAN EQUITY FOCUS ETF 0.2%
Value ($000) $3 Shares 41,925 Est. Cost $0.06 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $3 Shares 10,529 Est. Cost $128.00 Unrealized
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.2%
Value ($000) $3 Shares 146,164 Est. Cost $0.02 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $3 Shares 22,198 Est. Cost $91.33 Unrealized +15.5%
RACE FERRARI N V COM 0.2%
Value ($000) $3 Shares 6,054 Est. Cost $421.98 Unrealized +13.5%
BA BOEING CO COM 0.2%
Value ($000) $3 Shares 13,460 Est. Cost $208.23 Unrealized +8.3%
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.2%
Value ($000) $3 Shares 38,559 Est. Cost $0.06 Unrealized
AZO AUTOZONE INC COM 0.2%
Value ($000) $3 Shares 657 Est. Cost $2563.59 Unrealized +56.5%
CRWV COREWEAVE INC COM CL A 0.2%
Value ($000) $3 Shares 20,453 Est. Cost $78.58 Unrealized +50.5%
AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF 0.2%
Value ($000) $3 Shares 39,372 Est. Cost $0.06 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.2%
Value ($000) $3 Shares 24,447 Est. Cost $42.89 Unrealized +61.9%
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value ($000) $3 Shares 8,130 Est. Cost $233.78 Unrealized +45.0%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value ($000) $3 Shares 48,038 Est. Cost $52.91 Unrealized +10.6%
MCK MCKESSON CORP COM 0.2%
Value ($000) $3 Shares 3,455 Est. Cost $445.48 Unrealized +57.8%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $3 Shares 31,533 Est. Cost $51.16 Unrealized +57.3%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3 Shares 12,539 Est. Cost $154.12 Unrealized +34.4%
KLAC KLA CORP COM NEW 0.2%
Value ($000) $3 Shares 2,419 Est. Cost $515.77 Unrealized +80.4%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $3 Shares 29,139 Est. Cost $9.68 Unrealized
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $3 Shares 13,760 Est. Cost $64.54 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3 Shares 21,531 Est. Cost $53.52 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $3 Shares 17,907 Est. Cost $45.39 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $3 Shares 14,854 Est. Cost $103.67 Unrealized +63.5%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $3 Shares 7,338 Est. Cost $265.10 Unrealized +18.4%
CRM SALESFORCE INC COM 0.2%
Value ($000) $3 Shares 10,555 Est. Cost $224.20 Unrealized +12.1%
KO COCA COLA CO COM 0.2%
Value ($000) $2 Shares 37,608 Est. Cost $52.48 Unrealized +29.4%
CTAS CINTAS CORP COM 0.2%
Value ($000) $2 Shares 12,120 Est. Cost $187.35 Unrealized +13.6%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.2%
Value ($000) $2 Shares 34,839 Est. Cost $15.52 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $2 Shares 14,823 Est. Cost $127.22 Unrealized +23.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $2 Shares 28,050 Est. Cost $38.00 Unrealized
MGC VANGUARD MEGA CAP ETF 0.2%
Value ($000) $2 Shares 9,968 Est. Cost $5017.61 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $2 Shares 17,062 Est. Cost $40.84 Unrealized
PSIX POWER SOLUTIONS INTL INC COM NEW 0.1%
Value ($000) $2 Shares 24,437 Est. Cost $32.34 Unrealized +174.2%
PEN PENUMBRA INC COM 0.1%
Value ($000) $2 Shares 9,460 Est. Cost $228.44 Unrealized +10.4%
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 0.1%
Value ($000) $2 Shares 40,939 Est. Cost $12.01 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $2 Shares 17,294 Est. Cost $90.11 Unrealized +44.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $2 Shares 10,601 Est. Cost $547.25 Unrealized
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.1%
Value ($000) $2 Shares 98,547 Est. Cost $0.02 Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.1%
Value ($000) $2 Shares 34,938 Est. Cost $0.06 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $2 Shares 13,959 Est. Cost $104.27 Unrealized +58.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $2 Shares 8,017 Est. Cost $230.20 Unrealized +24.5%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $2 Shares 20,745 Est. Cost $75.46 Unrealized +34.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $2 Shares 5,012 Est. Cost $322.14 Unrealized +49.0%
NOW SERVICENOW INC COM 0.1%
Value ($000) $2 Shares 2,419 Est. Cost $120.91 Unrealized +54.5%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.1%
Value ($000) $2 Shares 98,683 Est. Cost $0.02 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $2 Shares 6,372 Est. Cost $406.77 Unrealized -26.5%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $2 Shares 15,452 Est. Cost $107.15 Unrealized +20.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $2 Shares 8,560 Est. Cost $209.49 Unrealized +16.6%
IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 0.1%
Value ($000) $2 Shares 39,786 Est. Cost $0.05 Unrealized
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 0.1%
Value ($000) $2 Shares 58,572 Est. Cost $0.03 Unrealized
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.1%
Value ($000) $2 Shares 60,640 Est. Cost $0.03 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $2 Shares 17,301 Est. Cost $105.50 Unrealized +25.7%
SE SEA LTD SPONSORD ADS 0.1%
Value ($000) $2 Shares 11,660 Est. Cost $0.10 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $2 Shares 10,285 Est. Cost $145.57 Unrealized +34.5%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $2 Shares 20,159 Est. Cost $0.10 Unrealized
HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.1%
Value ($000) $2 Shares 65,446 Est. Cost $3.36 Unrealized
HEI HEICO CORP NEW COM 0.1%
Value ($000) $2 Shares 6,265 Est. Cost $160.08 Unrealized +98.8%
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.1%
Value ($000) $2 Shares 45,099 Est. Cost $0.04 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $2 Shares 6,180 Est. Cost $0.25 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $2 Shares 30,754 Est. Cost $27.47 Unrealized
IONQ IONQ INC COM 0.1%
Value ($000) $2 Shares 32,610 Est. Cost $34.88 Unrealized +34.8%
AGX ARGAN INC COM 0.1%
Value ($000) $2 Shares 7,343 Est. Cost $95.78 Unrealized +138.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $2 Shares 9,353 Est. Cost $58.94 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $2 Shares 73,367 Est. Cost $14.69 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $2 Shares 13,263 Est. Cost $102.82 Unrealized +25.2%
VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF 0.1%
Value ($000) $2 Shares 9,416 Est. Cost $0.16 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $2 Shares 26,040 Est. Cost $33.61 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.1%
Value ($000) $2 Shares 55,680 Est. Cost $0.03 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $2 Shares 10,485 Est. Cost $0.10 Unrealized
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 0.1%
Value ($000) $2 Shares 35,548 Est. Cost $0.04 Unrealized
NTRA NATERA INC COM 0.1%
Value ($000) $2 Shares 11,363 Est. Cost $102.41 Unrealized +54.5%
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $2 Shares 9,495 Est. Cost $118.94 Unrealized +48.5%
CB CHUBB LIMITED COM 0.1%
Value ($000) $2 Shares 6,399 Est. Cost $215.56 Unrealized +27.7%
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 0.1%
Value ($000) $2 Shares 10,139 Est. Cost $94.34 Unrealized
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $2 Shares 17,282 Est. Cost $36.72 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $2 Shares 2,354 Est. Cost $434.37 Unrealized +69.2%
VST VISTRA CORP COM 0.1%
Value ($000) $2 Shares 9,075 Est. Cost $149.34 Unrealized +32.4%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.1%
Value ($000) $2 Shares 34,578 Est. Cost $1514.36 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $2 Shares 15,904 Est. Cost $88.48 Unrealized +13.6%
SOUN SOUNDHOUND AI INC CLASS A COM 0.1%
Value ($000) $2 Shares 106,200 Est. Cost $7.05 Unrealized +88.3%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $2 Shares 5,669 Est. Cost $233.91 Unrealized +16.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $2 Shares 16,615 Est. Cost $58.74 Unrealized +60.2%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $2 Shares 4,505 Est. Cost $344.40 Unrealized +5.5%
INTU INTUIT COM 0.1%
Value ($000) $2 Shares 2,432 Est. Cost $400.26 Unrealized +79.7%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $2 Shares 61,896 Est. Cost $0.03 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $2 Shares 13,718 Est. Cost $0.08 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.1%
Value ($000) $2 Shares 32,761 Est. Cost $0.05 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $2 Shares 6,348 Est. Cost $119.12 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value ($000) $2 Shares 36,361 Est. Cost $0.03 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $2 Shares 11,212 Est. Cost $145.87 Unrealized -3.7%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $2 Shares 6,333 Est. Cost $163.31 Unrealized +46.3%
HALO HALOZYME THERAPEUTICS INC COM 0.1%
Value ($000) $2 Shares 20,990 Est. Cost $56.90 Unrealized +16.7%
PWB INVESCO LARGE CAP GROWTH ETF 0.1%
Value ($000) $2 Shares 12,081 Est. Cost $51.56 Unrealized
WULF TERAWULF INC COM 0.1%
Value ($000) $2 Shares 132,450 Est. Cost $4.39 Unrealized +73.9%
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.1%
Value ($000) $2 Shares 65,653 Est. Cost $0.02 Unrealized
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.1%
Value ($000) $1 Shares 13,018 Est. Cost $10.02 Unrealized
AXON AXON ENTERPRISE INC COM 0.1%
Value ($000) $1 Shares 2,047 Est. Cost $758.81 Unrealized 0.0%
XPO XPO INC COM 0.1%
Value ($000) $1 Shares 11,165 Est. Cost $78.53 Unrealized +65.3%
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.1%
Value ($000) $1 Shares 11,540 Est. Cost $0.11 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1 Shares 19,055 Est. Cost $67.59 Unrealized +6.8%
SHLD GLOBAL X DEFENSE TECH ETF 0.1%
Value ($000) $1 Shares 20,437 Est. Cost $0.06 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1 Shares 15,960 Est. Cost $35.49 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1 Shares 6,385 Est. Cost $156.17 Unrealized +43.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1 Shares 4,245 Est. Cost $213.21 Unrealized +48.5%
JCPB JPMORGAN CORE PLUS BOND ETF 0.1%
Value ($000) $1 Shares 29,594 Est. Cost $0.05 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $1 Shares 7,426 Est. Cost $139.85 Unrealized +24.0%
FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $1 Shares 27,397 Est. Cost $31.53 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $1 Shares 5,773 Est. Cost $183.68 Unrealized +30.8%
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $1 Shares 5,846 Est. Cost $194.50 Unrealized +20.8%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $1 Shares 14,424 Est. Cost $45.27 Unrealized
TDVG T. ROWE PRICE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1 Shares 31,114 Est. Cost $12.04 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1 Shares 6,650 Est. Cost $161.74 Unrealized +18.4%
CAVA CAVA GROUP INC COM 0.1%
Value ($000) $1 Shares 22,391 Est. Cost $53.77 Unrealized +40.9%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1 Shares 16,094 Est. Cost $84.70 Unrealized -4.3%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.1%
Value ($000) $1 Shares 27,939 Est. Cost $3.91 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.1%
Value ($000) $1 Shares 33,479 Est. Cost $0.04 Unrealized
STE STERIS PLC SHS USD 0.1%
Value ($000) $1 Shares 5,344 Est. Cost $214.22 Unrealized +11.5%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $1 Shares 8,594 Est. Cost $127.74 Unrealized +21.3%
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.1%
Value ($000) $1 Shares 47,548 Est. Cost $0.03 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1 Shares 9,998 Est. Cost $96.35 Unrealized +40.6%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.1%
Value ($000) $1 Shares 9,249 Est. Cost $0.16 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1 Shares 2,594 Est. Cost $380.60 Unrealized +17.7%
RECS COLUMBIA RESEARCH ENHANCED CORE ETF 0.1%
Value ($000) $1 Shares 31,779 Est. Cost $0.03 Unrealized
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 0.1%
Value ($000) $1 Shares 26,674 Est. Cost $12.08 Unrealized
GARP ISHARES MSCI USA QUALITY GARP ETF 0.1%
Value ($000) $1 Shares 18,791 Est. Cost $0.06 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $1 Shares 5,346 Est. Cost $182.35 Unrealized +22.3%
CGGE CAPITAL GROUP GLOBAL EQUITY ETF 0.1%
Value ($000) $1 Shares 39,499 Est. Cost $0.03 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $1 Shares 14,437 Est. Cost $66.41 Unrealized +10.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1 Shares 4,300 Est. Cost $141.08 Unrealized +84.0%
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 0.1%
Value ($000) $1 Shares 13,243 Est. Cost $0.09 Unrealized
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.1%
Value ($000) $1 Shares 47,981 Est. Cost $0.03 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $1 Shares 12,319 Est. Cost $5.87 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $1 Shares 5,515 Est. Cost $197.55 Unrealized +1.3%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1 Shares 4,103 Est. Cost $278.23 Unrealized +5.4%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $1 Shares 10,627 Est. Cost $103.22 Unrealized +8.8%
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 0.1%
Value ($000) $1 Shares 6,033 Est. Cost $0.14 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1 Shares 15,712 Est. Cost $20.08 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $1 Shares 30,237 Est. Cost $0.04 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $1 Shares 8,391 Est. Cost $93.89 Unrealized +34.6%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $1 Shares 12,968 Est. Cost $90.92 Unrealized +2.6%
MARA MARA HOLDINGS INC COM 0.1%
Value ($000) $1 Shares 61,450 Est. Cost $17.83 Unrealized -5.5%
SMR NUSCALE PWR CORP CL A COM 0.1%
Value ($000) $1 Shares 31,020 Est. Cost $25.55 Unrealized +56.0%
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.1%
Value ($000) $1 Shares 40,695 Est. Cost $0.03 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.1%
Value ($000) $1 Shares 26,406 Est. Cost $0.03 Unrealized
CSM PROSHARES LARGE CAP CORE PLUS 0.1%
Value ($000) $1 Shares 14,051 Est. Cost $6481.60 Unrealized
TWLO TWILIO INC CL A 0.1%
Value ($000) $1 Shares 10,712 Est. Cost $106.07 Unrealized +6.1%
TLN TALEN ENERGY CORP COM 0.1%
Value ($000) $1 Shares 2,518 Est. Cost $222.16 Unrealized +62.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1 Shares 3,636 Est. Cost $168.50 Unrealized +76.7%
QWLD SPDR MSCI WORLD STRATEGICFACTORS ETF 0.1%
Value ($000) $1 Shares 7,558 Est. Cost $0.12 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.1%
Value ($000) $1 Shares 40,140 Est. Cost $20.35 Unrealized +16.6%
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $1 Shares 3,659 Est. Cost $243.27 Unrealized +15.7%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1 Shares 10,774 Est. Cost $46.19 Unrealized +102.5%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $1 Shares 6,016 Est. Cost $102.09 Unrealized
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $1 Shares 5,183 Est. Cost $121.16 Unrealized +36.4%
HIG HARTFORD INSURANCE GROUP INC COM 0.1%
Value ($000) $1 Shares 7,761 Est. Cost $81.47 Unrealized +56.3%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1 Shares 16,524 Est. Cost $55.20 Unrealized +14.9%
QSPT FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $1 Shares 33,124 Est. Cost $13.30 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1 Shares 4,228 Est. Cost $17.70 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.1%
Value ($000) $1 Shares 21,341 Est. Cost $0.03 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $1 Shares 4,767 Est. Cost $217.80 Unrealized 0.0%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.1%
Value ($000) $1 Shares 19,975 Est. Cost $0.05 Unrealized
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 0.1%
Value ($000) $1 Shares 8,873 Est. Cost $0.11 Unrealized
ROKU ROKU INC COM CL A 0.1%
Value ($000) $1 Shares 9,945 Est. Cost $73.14 Unrealized +26.1%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.1%
Value ($000) $1 Shares 27,230 Est. Cost $0.03 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $1 Shares 15,878 Est. Cost $7.97 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1 Shares 3,755 Est. Cost $183.40 Unrealized +40.3%
EMBJ EMBRAER S.A. SPONSORED ADS 0.1%
Value ($000) $1 Shares 16,184 Est. Cost $0.03 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $1 Shares 20,267 Est. Cost $0.03 Unrealized
TMFC MOTLEY FOOL 100 INDEX ETF 0.1%
Value ($000) $1 Shares 13,817 Est. Cost $0.06 Unrealized
ATI ATI INC COM 0.1%
Value ($000) $1 Shares 11,913 Est. Cost $68.70 Unrealized +18.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $1 Shares 32,388 Est. Cost $19.23 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1 Shares 2,045 Est. Cost $0.37 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $1 Shares 4,053 Est. Cost $195.82 Unrealized +14.0%
SYF SYNCHRONY FINANCIAL COM 0.1%
Value ($000) $1 Shares 13,441 Est. Cost $44.69 Unrealized +61.2%
XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 0.1%
Value ($000) $1 Shares 15,434 Est. Cost $0.06 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.1%
Value ($000) $1 Shares 9,527 Est. Cost $0.09 Unrealized
BBAI BIGBEAR AI HLDGS INC COM 0.1%
Value ($000) $1 Shares 144,250 Est. Cost $3.71 Unrealized +72.3%
BBLU EA BRIDGEWAY BLUE CHIP ETF 0.1%
Value ($000) $1 Shares 60,980 Est. Cost $0.01 Unrealized
UFIV US TREASURY 5 YEAR NOTE ETF 0.1%
Value ($000) $1 Shares 18,541 Est. Cost $0.05 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.1%
Value ($000) $1 Shares 18,959 Est. Cost $0.05 Unrealized
JPIE JPMORGAN INCOME ETF 0.1%
Value ($000) $1 Shares 19,533 Est. Cost $0.05 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $1 Shares 6,407 Est. Cost $34.03 Unrealized
VISN COMMSCOPE HLDG CO INC COM 0.1%
Value ($000) $1 Shares 57,830 Est. Cost $12.98 Unrealized 0.0%
FISV FISERV INC COM 0.1%
Value ($000) $1 Shares 6,894 Est. Cost $128.08 Unrealized +11.9%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $1 Shares 9,441 Est. Cost $111.89 Unrealized -13.1%
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 0.1%
Value ($000) $1 Shares 34,751 Est. Cost $0.02 Unrealized
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.1%
Value ($000) $1 Shares 16,589 Est. Cost $0.04 Unrealized
NET CLOUDFLARE INC CL A COM 0.1%
Value ($000) $1 Shares 4,037 Est. Cost $132.56 Unrealized +54.0%
DK DELEK US HLDGS INC NEW COM 0.1%
Value ($000) $1 Shares 26,816 Est. Cost $18.45 Unrealized +40.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $1 Shares 9,237 Est. Cost $44.29 Unrealized
DXPE DXP ENTERPRISES INC COM NEW 0.1%
Value ($000) $1 Shares 7,127 Est. Cost $87.54 Unrealized +27.7%
CAAP CORPORACION AMER ARPTS S A COM 0.1%
Value ($000) $1 Shares 46,509 Est. Cost $15.75 Unrealized +27.9%
DDOG DATADOG INC CL A COM 0.1%
Value ($000) $1 Shares 5,907 Est. Cost $129.12 Unrealized +6.6%
EXEL EXELIXIS INC COM 0.1%
Value ($000) $1 Shares 20,355 Est. Cost $37.87 Unrealized +6.2%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1 Shares 8,855 Est. Cost $4.10 Unrealized
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $1 Shares 8,711 Est. Cost $110.25 Unrealized -12.9%
SU SUNCOR ENERGY INC NEW COM 0.1%
Value ($000) $1 Shares 19,496 Est. Cost $37.11 Unrealized +8.1%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.1%
Value ($000) $1 Shares 26,094 Est. Cost $20.90 Unrealized
DGT STATE STREET SPDR GLOBAL DOW ETF 0.1%
Value ($000) $1 Shares 5,014 Est. Cost $0.14 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1 Shares 3,085 Est. Cost $139.01 Unrealized +92.4%
IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 0.0%
Value ($000) $1 Shares 32,306 Est. Cost $0.02 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $1 Shares 2,418 Est. Cost $148.19 Unrealized +117.4%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $1 Shares 12,513 Est. Cost $36.21 Unrealized +69.8%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $1 Shares 10,281 Est. Cost $0.08 Unrealized
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value ($000) $1 Shares 13,547 Est. Cost $0.05 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 8,888 Est. Cost $22.56 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $1 Shares 31,218 Est. Cost $8.05 Unrealized
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value ($000) $1 Shares 21,336 Est. Cost $0.03 Unrealized
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 12,419 Est. Cost $0.04 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $1 Shares 6,527 Est. Cost $115.03 Unrealized +1.7%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $1 Shares 2,146 Est. Cost $225.75 Unrealized +42.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 9,378 Est. Cost $61.03 Unrealized +29.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $1 Shares 12,362 Est. Cost $8.18 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 29,600 Est. Cost $17.89 Unrealized +35.8%
DE DEERE & CO COM 0.0%
Value ($000) $1 Shares 1,594 Est. Cost $368.15 Unrealized +33.0%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $1 Shares 12,767 Est. Cost $55.45 Unrealized +6.4%
ALAI ALGER AI ENABLERS & ADOPTERS ETF 0.0%
Value ($000) $1 Shares 19,206 Est. Cost $0.03 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 9,036 Est. Cost $58.71 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $1 Shares 7,043 Est. Cost $0.06 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1 Shares 1,153 Est. Cost $333.44 Unrealized +68.9%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $1 Shares 27,662 Est. Cost $0.02 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $1 Shares 13,706 Est. Cost $0.05 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $1 Shares 1,946 Est. Cost $316.89 Unrealized +8.6%
BLK BLACKROCK INC COM 0.0%
Value ($000) $1 Shares 583 Est. Cost $1108.77 Unrealized 0.0%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $1 Shares 26,602 Est. Cost $0.03 Unrealized
CLSK CLEANSPARK INC COM NEW 0.0%
Value ($000) $1 Shares 46,642 Est. Cost $10.51 Unrealized +7.4%
MTB M & T BK CORP COM 0.0%
Value ($000) $1 Shares 3,395 Est. Cost $120.44 Unrealized +60.8%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $1 Shares 2,812 Est. Cost $125.71 Unrealized +35.0%
SSRM SSR MINING IN COM 0.0%
Value ($000) $1 Shares 27,108 Est. Cost $12.53 Unrealized +35.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 44,343 Est. Cost $0.02 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 862 Est. Cost $0.50 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $1 Shares 27,175 Est. Cost $0.02 Unrealized
IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $1 Shares 28,328 Est. Cost $0.02 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $1 Shares 2,576 Est. Cost $187.79 Unrealized +23.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $1 Shares 1,304 Est. Cost $582.94 Unrealized -20.3%
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 0.0%
Value ($000) $1 Shares 12,050 Est. Cost $0.05 Unrealized
EVMO EATON VANCE MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $1 Shares 12,394 Est. Cost $0.05 Unrealized
EAT BRINKER INTL INC COM 0.0%
Value ($000) $1 Shares 4,944 Est. Cost $138.16 Unrealized +13.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 8,159 Est. Cost $0.07 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $1 Shares 3,890 Est. Cost $0.15 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $1 Shares 6,355 Est. Cost $63.16 Unrealized +46.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $1 Shares 6,737 Est. Cost $43.80 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $1 Shares 24,191 Est. Cost $8.83 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $1 Shares 5,466 Est. Cost $0.10 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $1 Shares 12,389 Est. Cost $41.27 Unrealized
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 0.0%
Value ($000) $1 Shares 12,920 Est. Cost $0.04 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 2,012 Est. Cost $101.82 Unrealized
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $1 Shares 6,429 Est. Cost $0.07 Unrealized
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 8,220 Est. Cost $0.06 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $1 Shares 25,529 Est. Cost $0.02 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $1 Shares 12,527 Est. Cost $49.40 Unrealized -7.9%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $1 Shares 4,515 Est. Cost $64.78 Unrealized +68.9%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 12,482 Est. Cost $21.67 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $1 Shares 19,568 Est. Cost $17.70 Unrealized +52.4%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $1 Shares 1,839 Est. Cost $219.98 Unrealized +25.5%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1 Shares 6,472 Est. Cost $82.65 Unrealized +7.2%
VFLO VICTORYSHARES FREE CASH FLOW ETF 0.0%
Value ($000) $1 Shares 14,470 Est. Cost $0.03 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $1 Shares 10,614 Est. Cost $0.05 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $1 Shares 31,552 Est. Cost $1.26 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $1 Shares 12,702 Est. Cost $0.03 Unrealized
JPME JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 4,889 Est. Cost $45.70 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $1 Shares 4,764 Est. Cost $0.10 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $1 Shares 19,859 Est. Cost $19.72 Unrealized +29.5%
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $1 Shares 11,850 Est. Cost $0.03 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $1 Shares 3,816 Est. Cost $56.25 Unrealized +150.2%
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.0%
Value ($000) $1 Shares 10,333 Est. Cost $0.05 Unrealized
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $1 Shares 21,667 Est. Cost $0.02 Unrealized
IUS INVESCO RAFI STRATEGIC US ETF 0.0%
Value ($000) $1 Shares 9,159 Est. Cost $0.05 Unrealized
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.0%
Value ($000) $1 Shares 4,378 Est. Cost $0.11 Unrealized
UTEN US TREASURY 10 YEAR NOTE ETF 0.0%
Value ($000) $0 Shares 11,244 Est. Cost $0.04 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $0 Shares 11,468 Est. Cost $0.04 Unrealized
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $0 Shares 7,156 Est. Cost $0.06 Unrealized
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $0 Shares 10,163 Est. Cost $29.81 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $0 Shares 2,871 Est. Cost $94.66 Unrealized +69.1%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $0 Shares 16,745 Est. Cost $25.29 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $0 Shares 2,383 Est. Cost $127.96 Unrealized +41.3%
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value ($000) $0 Shares 10,943 Est. Cost $6.93 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $0 Shares 3,305 Est. Cost $78.16 Unrealized +69.3%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $0 Shares 963 Est. Cost $462.41 Unrealized +22.2%
RBRK RUBRIK INC. CL A 0.0%
Value ($000) $0 Shares 5,768 Est. Cost $79.05 Unrealized +8.7%
CIDARA THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 4,932 Est. Cost $0.10 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 1,563 Est. Cost $0.26 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $0 Shares 6,895 Est. Cost $50.67 Unrealized +36.3%
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.0%
Value ($000) $0 Shares 8,142 Est. Cost $30.23 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 10,728 Est. Cost $0.03 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $0 Shares 2,349 Est. Cost $0.16 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $0 Shares 2,090 Est. Cost $146.89 Unrealized +36.2%
IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF 0.0%
Value ($000) $0 Shares 19,501 Est. Cost $0.02 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value ($000) $0 Shares 6,631 Est. Cost $13.70 Unrealized
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF 0.0%
Value ($000) $0 Shares 8,037 Est. Cost $7.77 Unrealized
CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 13,413 Est. Cost $0.03 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $0 Shares 4,653 Est. Cost $0.08 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $0 Shares 17,866 Est. Cost $19.24 Unrealized 0.0%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $0 Shares 17,345 Est. Cost $0.03 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $0 Shares 2,404 Est. Cost $145.22 Unrealized +33.1%
WLDN WILLDAN GROUP INC COM 0.0%
Value ($000) $0 Shares 4,523 Est. Cost $94.65 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $0 Shares 1,771 Est. Cost $316.17 Unrealized -17.6%
ITRI ITRON INC COM 0.0%
Value ($000) $0 Shares 3,503 Est. Cost $114.12 Unrealized +11.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $0 Shares 2,065 Est. Cost $0.16 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $0 Shares 3,858 Est. Cost $80.56 Unrealized +29.3%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $0 Shares 5,499 Est. Cost $0.06 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $0 Shares 1,281 Est. Cost $0.20 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $0 Shares 6,448 Est. Cost $39.11 Unrealized +57.0%
T AT&T INC COM 0.0%
Value ($000) $0 Shares 14,847 Est. Cost $16.51 Unrealized +70.0%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $0 Shares 1,048 Est. Cost $342.40 Unrealized +15.3%
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 0.0%
Value ($000) $0 Shares 7,757 Est. Cost $0.05 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $0 Shares 7,335 Est. Cost $0.05 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $0 Shares 6,665 Est. Cost $20.66 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $0 Shares 5,130 Est. Cost $87.52 Unrealized -10.7%
POWL POWELL INDS INC COM 0.0%
Value ($000) $0 Shares 1,309 Est. Cost $177.17 Unrealized +43.3%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $0 Shares 12,196 Est. Cost $29.51 Unrealized +8.6%
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $26.20 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $0 Shares 3,590 Est. Cost $0.10 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $0 Shares 11,043 Est. Cost $30.74 Unrealized +10.4%
CADE CADENCE BANK COM 0.0%
Value ($000) $0 Shares 10,396 Est. Cost $29.35 Unrealized +21.3%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $0 Shares 13,494 Est. Cost $10.03 Unrealized +201.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $0 Shares 12,433 Est. Cost $0.03 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $0 Shares 8,028 Est. Cost $38.53 Unrealized +20.3%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $0 Shares 3,019 Est. Cost $28.72 Unrealized
HSCZ ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 10,233 Est. Cost $0.04 Unrealized
FLHY FRANKLIN HIGH YIELD CORPORATE ETF 0.0%
Value ($000) $0 Shares 15,687 Est. Cost $0.02 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value ($000) $0 Shares 11,456 Est. Cost $0.03 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 4,999 Est. Cost $0.08 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $0 Shares 3,180 Est. Cost $53.87 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $0 Shares 7,267 Est. Cost $0.05 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $0 Shares 5,440 Est. Cost $40.29 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 5,580 Est. Cost $18.88 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1,521 Est. Cost $82.37 Unrealized
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $0 Shares 4,682 Est. Cost $0.07 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $0 Shares 5,363 Est. Cost $0.05 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $0 Shares 2,760 Est. Cost $0.12 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $0 Shares 8,312 Est. Cost $29.09 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $0 Shares 6,246 Est. Cost $0.05 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC COM 0.0%
Value ($000) $0 Shares 11,965 Est. Cost $0.02 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $0 Shares 2,438 Est. Cost $70.71 Unrealized +102.5%
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value ($000) $0 Shares 3,058 Est. Cost $0.10 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $0 Shares 5,323 Est. Cost $0.05 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $0 Shares 2,715 Est. Cost $115.69 Unrealized +9.6%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $0 Shares 2,006 Est. Cost $0.13 Unrealized
PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 0.0%
Value ($000) $0 Shares 7,420 Est. Cost $0.06 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 837 Est. Cost $0.32 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $0 Shares 5,294 Est. Cost $38.02 Unrealized +52.1%
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $0 Shares 6,650 Est. Cost $0.04 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.0%
Value ($000) $0 Shares 3,991 Est. Cost $0.07 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $0 Shares 13,061 Est. Cost $29.52 Unrealized -18.2%
OSCR OSCAR HEALTH INC CL A 0.0%
Value ($000) $0 Shares 17,422 Est. Cost $16.48 Unrealized 0.0%
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value ($000) $0 Shares 4,286 Est. Cost $0.07 Unrealized
TMSL T. ROWE PRICE SMALL-MID CAP ETF 0.0%
Value ($000) $0 Shares 9,310 Est. Cost $0.03 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 4,126 Est. Cost $0.08 Unrealized
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value ($000) $0 Shares 12,330 Est. Cost $0.03 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $0 Shares 7,028 Est. Cost $0.05 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $0 Shares 5,506 Est. Cost $16.11 Unrealized
VFQY VANGUARD U.S. QUALITY FACTOR ETF 0.0%
Value ($000) $0 Shares 2,097 Est. Cost $0.13 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $0 Shares 6,224 Est. Cost $58.52 Unrealized -15.5%
CNEQ ALGER CONCENTRATED EQUITY ETF 0.0%
Value ($000) $0 Shares 8,769 Est. Cost $0.04 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $0 Shares 13,598 Est. Cost $12.80 Unrealized +71.6%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $0 Shares 18,045 Est. Cost $14.59 Unrealized +30.4%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $0 Shares 6,886 Est. Cost $0.03 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $0 Shares 2,369 Est. Cost $0.10 Unrealized
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.0%
Value ($000) $0 Shares 5,831 Est. Cost $39.12 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $0 Shares 12,223 Est. Cost $0.02 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $0 Shares 1,192 Est. Cost $237.72 Unrealized +15.1%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $0 Shares 7,707 Est. Cost $0.04 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $0 Shares 839 Est. Cost $427.84 Unrealized -16.1%
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $0 Shares 6,228 Est. Cost $0.03 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 676 Est. Cost $0.35 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $0 Shares 1,133 Est. Cost $157.35 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 9,143 Est. Cost $32.44 Unrealized -0.0%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 8,530 Est. Cost $30.52 Unrealized
PBI PITNEY BOWES INC COM 0.0%
Value ($000) $0 Shares 25,451 Est. Cost $9.65 Unrealized +20.7%
KORP AMERICAN CENTURY DIVERSIFIED CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 6,083 Est. Cost $0.05 Unrealized
GNTX GENTEX CORP COM 0.0%
Value ($000) $0 Shares 10,205 Est. Cost $31.55 Unrealized -15.8%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $0 Shares 5,137 Est. Cost $0.05 Unrealized
SERV SERVE ROBOTICS INC COM 0.0%
Value ($000) $0 Shares 24,250 Est. Cost $8.97 Unrealized +22.3%
UTWO US TREASURY 2 YEAR NOTE ETF 0.0%
Value ($000) $0 Shares 5,739 Est. Cost $0.05 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $0 Shares 4,611 Est. Cost $32.60 Unrealized
DEUS XTRACKERS RUSSELL US MULTIFACTOR ETF 0.0%
Value ($000) $0 Shares 4,765 Est. Cost $0.05 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1,984 Est. Cost $76.16 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $0 Shares 144 Est. Cost $1463.82 Unrealized +33.9%
FDX FEDEX CORP COM 0.0%
Value ($000) $0 Shares 1,163 Est. Cost $241.80 Unrealized -5.6%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $0 Shares 1,463 Est. Cost $230.62 Unrealized -20.2%
NEM NEWMONT CORP COM 0.0%
Value ($000) $0 Shares 3,236 Est. Cost $69.39 Unrealized 0.0%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $0 Shares 438 Est. Cost $187.59 Unrealized +222.8%
ONC BEONE MEDICINES LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 786 Est. Cost $0.34 Unrealized
TXUE THORNBURG INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $0 Shares 8,774 Est. Cost $0.03 Unrealized
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $0 Shares 14,344 Est. Cost $17.16 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $0 Shares 962 Est. Cost $216.09 Unrealized +25.1%
IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $0 Shares 4,994 Est. Cost $0.05 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $0 Shares 2,004 Est. Cost $0.12 Unrealized
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $0 Shares 5,252 Est. Cost $25.64 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $0 Shares 2,135 Est. Cost $56.79 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $0 Shares 2,283 Est. Cost $108.19 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $0 Shares 1,355 Est. Cost $48.61 Unrealized
RCAT RED CAT HLDGS INC COM 0.0%
Value ($000) $0 Shares 24,299 Est. Cost $9.34 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $0 Shares 5,684 Est. Cost $35.59 Unrealized +19.4%
ATAI BECKLEY NV SHS 0.0%
Value ($000) $0 Shares 47,214 Est. Cost $0.01 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value ($000) $0 Shares 15,827 Est. Cost $9.28 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 4,103 Est. Cost $0.06 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $0 Shares 2,089 Est. Cost $77.26 Unrealized +42.5%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $0 Shares 3,034 Est. Cost $0.08 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $0 Shares 2,337 Est. Cost $141.55 Unrealized -23.0%
PSDM PGIM SHORT DURATION MULTI-SECTOR BOND ETF 0.0%
Value ($000) $0 Shares 4,680 Est. Cost $0.05 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $0 Shares 696 Est. Cost $300.22 Unrealized +17.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $0 Shares 1,938 Est. Cost $94.88 Unrealized +26.3%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 4,067 Est. Cost $0.06 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $0 Shares 2,427 Est. Cost $73.97 Unrealized +40.0%
EIX EDISON INTL COM 0.0%
Value ($000) $0 Shares 4,273 Est. Cost $53.19 Unrealized -0.2%
IBTP ISHARES IBONDS DEC 2034 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 9,017 Est. Cost $0.03 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $0 Shares 2,426 Est. Cost $94.54 Unrealized 0.0%
USMF WISDOMTREE U.S. MULTIFACTOR FUND 0.0%
Value ($000) $0 Shares 4,428 Est. Cost $0.05 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $0 Shares 2,891 Est. Cost $75.61 Unrealized +11.9%
MSTR STRATEGY INC CL A NEW 0.0%
Value ($000) $0 Shares 715 Est. Cost $302.31 Unrealized +22.7%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $0 Shares 1,870 Est. Cost $125.26 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $0 Shares 2,222 Est. Cost $0.09 Unrealized
DASH DOORDASH INC CL A 0.0%
Value ($000) $0 Shares 824 Est. Cost $250.83 Unrealized 0.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $0 Shares 8,692 Est. Cost $0.02 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $0 Shares 486 Est. Cost $354.55 Unrealized +26.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $0 Shares 2,344 Est. Cost $93.28 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $0 Shares 455 Est. Cost $533.84 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 2,320 Est. Cost $840.38 Unrealized
AGOX ADAPTIVE ALPHA OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 7,191 Est. Cost $0.02 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $0 Shares 4,901 Est. Cost $40.62 Unrealized +6.8%
BCO BRINKS CO COM 0.0%
Value ($000) $0 Shares 1,880 Est. Cost $104.10 Unrealized 0.0%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $0 Shares 2,540 Est. Cost $38.48 Unrealized
FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $0 Shares 1,349 Est. Cost $0.16 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $0 Shares 2,571 Est. Cost $67.67 Unrealized +31.9%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $0 Shares 665 Est. Cost $236.14 Unrealized +40.6%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $0 Shares 2,201 Est. Cost $0.10 Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $0 Shares 1,373 Est. Cost $181.15 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $0 Shares 1,339 Est. Cost $146.45 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $0 Shares 1,666 Est. Cost $77.30 Unrealized +77.5%
MMM 3M CO COM 0.0%
Value ($000) $0 Shares 1,358 Est. Cost $100.73 Unrealized +52.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $0 Shares 1,033 Est. Cost $0.20 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $0 Shares 4,289 Est. Cost $69.18 Unrealized -8.3%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value ($000) $0 Shares 6,703 Est. Cost $31.62 Unrealized 0.0%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $0 Shares 3,125 Est. Cost $62.91 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value ($000) $0 Shares 17,489 Est. Cost $10.56 Unrealized +7.2%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $0 Shares 3,285 Est. Cost $0.06 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $0 Shares 1,203 Est. Cost $160.19 Unrealized +5.3%
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $0 Shares 3,361 Est. Cost $0.06 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $0 Shares 1,865 Est. Cost $0.11 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $0 Shares 752 Est. Cost $272.23 Unrealized 0.0%
PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF 0.0%
Value ($000) $0 Shares 4,310 Est. Cost $0.05 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $0 Shares 2,278 Est. Cost $138.90 Unrealized -30.4%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $0 Shares 9,612 Est. Cost $0.02 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 291 Est. Cost $306.01 Unrealized +128.5%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $0 Shares 1,847 Est. Cost $106.86 Unrealized 0.0%
FLXR TCW FLEXIBLE INCOME ETF 0.0%
Value ($000) $0 Shares 5,100 Est. Cost $0.04 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $0 Shares 1,603 Est. Cost $0.12 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $0 Shares 4,900 Est. Cost $0.04 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value ($000) $0 Shares 6,756 Est. Cost $0.01 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $0 Shares 67,095 Est. Cost $2.00 Unrealized -40.5%
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $0 Shares 12,682 Est. Cost $3.31 Unrealized -9.2%