PIN OAK INVESTMENT ADVISORS INC Diversified Active

CIK: 0001094584 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $105 (100.0% shares, 0.0% debt)

Holdings (476)

KRP Kimbell Royalty Partners LP 9.6%
Value ($000) $10 Shares 610,805 Est. Cost $9.43 Unrealized
AAPL Apple Inc 6.0%
Value ($000) $6 Shares 29,891 Est. Cost $91.51 Unrealized +102.3%
TXO TXO Partners LP 5.2%
Value ($000) $5 Shares 271,820 Est. Cost $0.02 Unrealized
XOM Exxon Mobil Corp 4.1%
Value ($000) $4 Shares 37,129 Est. Cost $78.59 Unrealized +40.1%
EPD Enterprise Prods Part LP 4.0%
Value ($000) $4 Shares 145,285 Est. Cost $22.98 Unrealized
NOG Northern Oil And Gas 4.0%
Value ($000) $4 Shares 112,888 Est. Cost $27.03 Unrealized +48.4%
ET Energy Transfer Partn LP 3.7%
Value ($000) $4 Shares 241,298 Est. Cost $8.25 Unrealized
HHH Howard Hughes Holdings Inc 3.3%
Value ($000) $3 Shares 52,751 Est. Cost $67.50 Unrealized -7.1%
EOG Eog Resources Inc 2.8%
Value ($000) $3 Shares 23,475 Est. Cost $65.40 Unrealized +86.7%
GOOGL Alphabet Inc. Class A 2.4%
Value ($000) $3 Shares 13,865 Est. Cost $106.47 Unrealized +57.2%
SPY SPDR S&P 500 ETF 2.2%
Value ($000) $2 Shares 4,316 Est. Cost $243.42 Unrealized
CVX Chevron Corp 2.0%
Value ($000) $2 Shares 13,267 Est. Cost $82.32 Unrealized +80.3%
MSFT Microsoft Corp 1.9%
Value ($000) $2 Shares 4,410 Est. Cost $127.48 Unrealized +227.3%
BRK/B Berkshire Hathaway Class B 1.6%
Value ($000) $2 Shares 4,193 Est. Cost $215.30 Unrealized +89.8%
IWF iShares Russell 1000 Growth ETF 1.4%
Value ($000) $1 Shares 4,112 Est. Cost $129.32 Unrealized
NVDA Nvidia Corp 1.3%
Value ($000) $1 Shares 11,193 Est. Cost $95.06 Unrealized +6.3%
GOOG Alphabet Inc. Class C 1.3%
Value ($000) $1 Shares 7,445 Est. Cost $132.21 Unrealized +27.7%
PAGP Plains GP HLDGS 1.3%
Value ($000) $1 Shares 71,569 Est. Cost $5.61 Unrealized
WMT WalMart Inc 1.2%
Value ($000) $1 Shares 18,275 Est. Cost $46.96 Unrealized +32.0%
GLD SPDR Gold Shares ETF 1.2%
Value ($000) $1 Shares 5,697 Est. Cost $149.29 Unrealized
AR Antero Resources Cor 1.0%
Value ($000) $1 Shares 33,113 Est. Cost $19.52 Unrealized +67.5%
BAC Bank Of America Corp 1.0%
Value ($000) $1 Shares 26,422 Est. Cost $32.72 Unrealized +12.6%
AMZN Amazon.Com Inc Forward Split 1.0%
Value ($000) $1 Shares 5,153 Est. Cost $124.51 Unrealized +47.5%
JNJ Johnson & Johnson 1.0%
Value ($000) $1 Shares 6,813 Est. Cost $114.00 Unrealized +24.1%
Westrn Asst High Incm Op 0.8%
Value ($000) $1 Shares 228,408 Est. Cost $3.03 Unrealized
HAL Halliburton Co HLDG 0.8%
Value ($000) $1 Shares 24,705 Est. Cost $21.84 Unrealized +61.7%
SHEL Shell PLC F Unsponsored ADR 0.8%
Value ($000) $1 Shares 11,573 Est. Cost $54.93 Unrealized
PFE Pfizer Inc 0.8%
Value ($000) $1 Shares 28,839 Est. Cost $25.95 Unrealized -4.5%
DVN Devon Energy Corp 0.7%
Value ($000) $1 Shares 15,765 Est. Cost $33.95 Unrealized +39.1%
Eaton Vance Limited Dura 0.6%
Value ($000) $1 Shares 65,663 Est. Cost $4.22 Unrealized
QQQ Invsc QQQ Trust SRS 1 ETF 0.6%
Value ($000) $1 Shares 1,335 Est. Cost $1.85 Unrealized
Liberty Media Corp 0.6%
Value ($000) $1 Shares 28,587 Est. Cost $0.03 Unrealized
JPM JPMorgan Chase & Co 0.6%
Value ($000) $1 Shares 2,967 Est. Cost $93.36 Unrealized +102.6%
ADI Analog Devices Inc 0.6%
Value ($000) $1 Shares 2,605 Est. Cost $117.79 Unrealized +76.3%
ABBV Abbvie Inc 0.5%
Value ($000) $1 Shares 3,149 Est. Cost $70.13 Unrealized +124.1%
Doubleline Income Soluti 0.5%
Value ($000) $1 Shares 42,565 Est. Cost $17.79 Unrealized
WFC Wells Fargo & Co 0.5%
Value ($000) $1 Shares 8,829 Est. Cost $38.17 Unrealized +49.0%
BlackRock Credit Allocat 0.5%
Value ($000) $1 Shares 47,418 Est. Cost $0.15 Unrealized
LOW Lowes Companies Inc 0.5%
Value ($000) $1 Shares 2,297 Est. Cost $139.46 Unrealized +58.7%
COP Conocophillips 0.5%
Value ($000) $0 Shares 4,284 Est. Cost $54.23 Unrealized +112.7%
STRV Strive 500 ETF 0.5%
Value ($000) $0 Shares 13,935 Est. Cost $0.03 Unrealized
CPT Camden Property TR REIT 0.5%
Value ($000) $0 Shares 4,326 Est. Cost $94.04 Unrealized +3.0%
MRK Merck & Co. Inc. 0.4%
Value ($000) $0 Shares 3,765 Est. Cost $67.86 Unrealized +79.4%
IVV iShares Core S&P 500 ETF 0.4%
Value ($000) $0 Shares 843 Est. Cost $171.61 Unrealized
INTC Intel Corp 0.4%
Value ($000) $0 Shares 13,642 Est. Cost $34.43 Unrealized -5.6%
OXY Occidental Petrol Co 0.4%
Value ($000) $0 Shares 6,650 Est. Cost $42.04 Unrealized +47.5%
GT Goodyear Tire Rubber 0.4%
Value ($000) $0 Shares 35,855 Est. Cost $13.59 Unrealized -10.0%
CSCO Cisco Systems Inc 0.4%
Value ($000) $0 Shares 7,895 Est. Cost $33.23 Unrealized +36.3%
GS Goldman Sachs Group 0.4%
Value ($000) $0 Shares 822 Est. Cost $187.04 Unrealized +126.5%
AEM Agnico Eagle Mines F 0.3%
Value ($000) $0 Shares 5,352 Est. Cost $49.03 Unrealized +29.6%
BA Boeing Co 0.3%
Value ($000) $0 Shares 1,900 Est. Cost $207.72 Unrealized -14.2%
AMP Ameriprise Finl 0.3%
Value ($000) $0 Shares 788 Est. Cost $350.93 Unrealized +19.2%
ABT Abbott Laboratories 0.3%
Value ($000) $0 Shares 3,220 Est. Cost $78.22 Unrealized +31.6%
RSP Invesco S&P 500 Equal Weight ETF 0.3%
Value ($000) $0 Shares 1,995 Est. Cost $93.99 Unrealized
MPC Marathon Pete Corp 0.3%
Value ($000) $0 Shares 1,837 Est. Cost $46.87 Unrealized +283.2%
Liberty Media Corp 0.3%
Value ($000) $0 Shares 14,055 Est. Cost $0.03 Unrealized
RTX Raytheon Technologies Co 0.3%
Value ($000) $0 Shares 3,065 Est. Cost $90.85 Unrealized +10.2%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $0 Shares 6,110 Est. Cost $32.34 Unrealized
META Meta Platforms Inc Class A 0.3%
Value ($000) $0 Shares 583 Est. Cost $212.35 Unrealized +127.6%
Liberty Live Group 0.3%
Value ($000) $0 Shares 7,130 Est. Cost $0.03 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $0 Shares 757 Est. Cost $210.41 Unrealized +55.7%
PG Procter & Gamble 0.2%
Value ($000) $0 Shares 1,567 Est. Cost $85.96 Unrealized +82.9%
KO The Coca-Cola Co 0.2%
Value ($000) $0 Shares 3,987 Est. Cost $36.63 Unrealized +60.8%
VLO Valero Energy Corp 0.2%
Value ($000) $0 Shares 1,584 Est. Cost $66.36 Unrealized +131.3%
BlackRock Inc 0.2%
Value ($000) $0 Shares 315 Est. Cost $469.64 Unrealized
MSPRW MSP Recovery Inc 27 WTF Warrants Exp 05/20/27 0.2%
Value ($000) $0 Shares 58,803,029 Est. Cost $0.00 Unrealized
Kayne Anderson Energy In 0.2%
Value ($000) $0 Shares 22,942 Est. Cost $16.41 Unrealized
GD General Dynamics Co 0.2%
Value ($000) $0 Shares 804 Est. Cost $170.27 Unrealized +66.8%
IWD iShares Russell 1000 Value ETF 0.2%
Value ($000) $0 Shares 1,324 Est. Cost $108.45 Unrealized
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $0 Shares 992 Est. Cost $48.60 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $0 Shares 975 Est. Cost $104.90 Unrealized +115.0%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $0 Shares 1,205 Est. Cost $102.04 Unrealized
OKE Oneok Inc 0.2%
Value ($000) $0 Shares 2,652 Est. Cost $57.97 Unrealized +27.5%
T AT&T Inc 0.2%
Value ($000) $0 Shares 11,291 Est. Cost $15.08 Unrealized +7.2%
Putnam Premier Income CF 0.2%
Value ($000) $0 Shares 59,785 Est. Cost $0.00 Unrealized
TDOC Teladoc Inc 0.2%
Value ($000) $0 Shares 21,928 Est. Cost $25.17 Unrealized -51.5%
PLTR Palantir Technologies In Class A 0.2%
Value ($000) $0 Shares 8,356 Est. Cost $22.09 Unrealized +1.9%
NSC Norfolk Southern Co 0.2%
Value ($000) $0 Shares 982 Est. Cost $117.33 Unrealized +91.1%
BP BP PLC F Sponsored ADR 0.2%
Value ($000) $0 Shares 5,807 Est. Cost $20.27 Unrealized
GE General Electric Co 0.2%
Value ($000) $0 Shares 1,311 Est. Cost $62.95 Unrealized +150.9%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $0 Shares 779 Est. Cost $64.32 Unrealized
HON Honeywell Intl Inc 0.2%
Value ($000) $0 Shares 968 Est. Cost $178.05 Unrealized +3.2%
PAA Plains All American P LP 0.2%
Value ($000) $0 Shares 11,585 Est. Cost $16.01 Unrealized
V Visa Inc Class A 0.2%
Value ($000) $0 Shares 786 Est. Cost $186.53 Unrealized +45.2%
IAU iShares Gold ETF 0.2%
Value ($000) $0 Shares 4,636 Est. Cost $33.43 Unrealized
TRV Travelers 0.2%
Value ($000) $0 Shares 997 Est. Cost $107.19 Unrealized +94.9%
DIS Walt Disney Co 0.2%
Value ($000) $0 Shares 2,010 Est. Cost $122.22 Unrealized -13.7%
PEP Pepsico Inc 0.2%
Value ($000) $0 Shares 1,200 Est. Cost $93.43 Unrealized +73.7%
UNH UnitedHealth Group 0.2%
Value ($000) $0 Shares 386 Est. Cost $395.28 Unrealized +19.7%
BIIB Biogen Inc 0.2%
Value ($000) $0 Shares 820 Est. Cost $318.15 Unrealized -31.7%
AMX America Movil Sab F Sponsored ADR 0.2%
Value ($000) $0 Shares 10,850 Est. Cost $0.02 Unrealized
NKE Nike Inc Class B 0.2%
Value ($000) $0 Shares 2,349 Est. Cost $56.59 Unrealized +58.5%
PM Philip Morris Intl 0.2%
Value ($000) $0 Shares 1,675 Est. Cost $70.01 Unrealized +30.4%
SHW Sherwin Williams Co 0.2%
Value ($000) $0 Shares 564 Est. Cost $228.85 Unrealized +33.3%
DE Deere & Co 0.2%
Value ($000) $0 Shares 450 Est. Cost $159.48 Unrealized +138.6%
ORCL Oracle Corp 0.2%
Value ($000) $0 Shares 1,191 Est. Cost $45.47 Unrealized +169.0%
XHB SPDR S&P Homebuilders ETF 0.2%
Value ($000) $0 Shares 1,650 Est. Cost $44.24 Unrealized
XLE Energy Select Sector SPDR ETF 0.2%
Value ($000) $0 Shares 1,740 Est. Cost $5.29 Unrealized
MA Mastercard Inc Class A 0.1%
Value ($000) $0 Shares 351 Est. Cost $289.03 Unrealized +56.3%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $0 Shares 516 Est. Cost $115.92 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.1%
Value ($000) $0 Shares 1,389 Est. Cost $75.57 Unrealized
BN Brookfield Corp F Class A 0.1%
Value ($000) $0 Shares 3,549 Est. Cost $21.90 Unrealized +25.8%
COST Costco Wholesale Co 0.1%
Value ($000) $0 Shares 173 Est. Cost $440.58 Unrealized +75.6%
SPYV SPDR S&P 500 Value ETF 0.1%
Value ($000) $0 Shares 3,026 Est. Cost $0.04 Unrealized
ADBE Adobe Inc 0.1%
Value ($000) $0 Shares 263 Est. Cost $208.98 Unrealized +131.7%
NOC Northrop Grumman 0.1%
Value ($000) $0 Shares 326 Est. Cost $432.38 Unrealized +2.7%
CCI Crown Castle Intl Co REIT 0.1%
Value ($000) $0 Shares 1,447 Est. Cost $92.01 Unrealized -2.4%
NOW Service Now Inc 0.1%
Value ($000) $0 Shares 175 Est. Cost $62.84 Unrealized +133.5%
AFG Amern Finl GP 0.1%
Value ($000) $0 Shares 1,125 Est. Cost $53.47 Unrealized +114.7%
CRM Salesforce 0.1%
Value ($000) $0 Shares 518 Est. Cost $173.60 Unrealized +52.5%
XLU Select Sector Uti Select SPDR ETF 0.1%
Value ($000) $0 Shares 1,939 Est. Cost $30.05 Unrealized
SCHX Schwab US Large Cap ETF 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $60.95 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $0 Shares 2,818 Est. Cost $39.63 Unrealized
FLR Fluor Corp 0.1%
Value ($000) $0 Shares 2,800 Est. Cost $45.94 Unrealized -9.5%
WPC W.P. Carey Inc. REIT 0.1%
Value ($000) $0 Shares 2,100 Est. Cost $71.44 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $0 Shares 309 Est. Cost $108.08 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $0 Shares 585 Est. Cost $183.62 Unrealized -4.0%
CEG Constellation Energy Cor 0.1%
Value ($000) $0 Shares 564 Est. Cost $47.25 Unrealized +327.4%
HPQ HP Inc. 0.1%
Value ($000) $0 Shares 3,162 Est. Cost $16.22 Unrealized +83.2%
KMI Kinder Morgan Inc 0.1%
Value ($000) $0 Shares 5,543 Est. Cost $12.64 Unrealized +40.3%
LEGR FRST TRST Indx Inovat TRNS Procs ETF 0.1%
Value ($000) $0 Shares 2,500 Est. Cost $42.01 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $0 Shares 540 Est. Cost $96.67 Unrealized +88.6%
MSP Recovery Inc Class A 0.1%
Value ($000) $0 Shares 235,639 Est. Cost $0.00 Unrealized
Liberty Media Corp 0.1%
Value ($000) $0 Shares 2,826 Est. Cost $0.03 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $0 Shares 155 Est. Cost $38.20 Unrealized +63.5%
SYK Stryker Corp 0.1%
Value ($000) $0 Shares 310 Est. Cost $251.01 Unrealized +32.8%
MO Altria Group Inc 0.1%
Value ($000) $0 Shares 2,270 Est. Cost $35.99 Unrealized +8.7%
ACN Accenture PLC F Class A 0.1%
Value ($000) $0 Shares 330 Est. Cost $192.03 Unrealized +55.9%
LMT Lockheed Martin Corp 0.1%
Value ($000) $0 Shares 214 Est. Cost $288.66 Unrealized +53.0%
TMO Thermo Electron Corp 0.1%
Value ($000) $0 Shares 180 Est. Cost $538.22 Unrealized +5.9%
INSM Insmed Inc 0.1%
Value ($000) $0 Shares 1,454 Est. Cost $20.95 Unrealized +85.1%
SRE Sempra 0.1%
Value ($000) $0 Shares 1,274 Est. Cost $56.19 Unrealized +24.6%
IJR iShares Core S&P Small Cap ETF 0.1%
Value ($000) $0 Shares 912 Est. Cost $59.91 Unrealized
MFS Intermediate High Income Fund 0.1%
Value ($000) $0 Shares 56,600 Est. Cost $0.00 Unrealized
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $0 Shares 1,029 Est. Cost $86.04 Unrealized
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $0 Shares 685 Est. Cost $102.47 Unrealized +28.6%
IBM IBM Corp 0.1%
Value ($000) $0 Shares 535 Est. Cost $108.93 Unrealized +52.2%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $0 Shares 2,191 Est. Cost $14.76 Unrealized
AMGN Amgen Inc. 0.1%
Value ($000) $0 Shares 291 Est. Cost $165.38 Unrealized +68.9%
GEV GE Vernova Inc 0.1%
Value ($000) $0 Shares 522 Est. Cost $158.10 Unrealized 0.0%
LLY Eli Lilly & Co 0.1%
Value ($000) $0 Shares 98 Est. Cost $423.33 Unrealized +86.8%
VZ Verizon Communicatn 0.1%
Value ($000) $0 Shares 2,012 Est. Cost $33.93 Unrealized +7.5%
AMD Advanced Micro Devic 0.1%
Value ($000) $0 Shares 499 Est. Cost $99.39 Unrealized +61.9%
DNP Select Income CF 0.1%
Value ($000) $0 Shares 9,750 Est. Cost $10.77 Unrealized
ABNB Airbnb Inc Class A 0.1%
Value ($000) $0 Shares 511 Est. Cost $154.43 Unrealized -1.1%
CAT Caterpillar 0.1%
Value ($000) $0 Shares 232 Est. Cost $181.19 Unrealized +86.9%
NG Novagold Res Inc 0.1%
Value ($000) $0 Shares 19,760 Est. Cost $7.09 Unrealized -53.2%
PSX Phillips 66 0.1%
Value ($000) $0 Shares 485 Est. Cost $72.33 Unrealized +93.0%
VTV Vanguard Value ETF 0.1%
Value ($000) $0 Shares 415 Est. Cost $0.14 Unrealized
IT Gartner Inc 0.1%
Value ($000) $0 Shares 149 Est. Cost $123.19 Unrealized +261.2%
KHC Kraft Heinz Co 0.1%
Value ($000) $0 Shares 2,068 Est. Cost $33.28 Unrealized -2.2%
WMB Williams Cos Inc 0.1%
Value ($000) $0 Shares 1,548 Est. Cost $25.21 Unrealized +49.6%
TXN Texas Instruments 0.1%
Value ($000) $0 Shares 340 Est. Cost $159.58 Unrealized +10.4%
PH Parker-Hannifin Corp 0.1%
Value ($000) $0 Shares 129 Est. Cost $208.26 Unrealized +153.4%
PNC PNC Finl Services 0.1%
Value ($000) $0 Shares 412 Est. Cost $112.80 Unrealized +30.0%
TYL Tyler Technologies 0.1%
Value ($000) $0 Shares 125 Est. Cost $392.65 Unrealized +17.3%
NVO Novo-Nordisk As Vormal F Sponsored ADR 0.1%
Value ($000) $0 Shares 439 Est. Cost $0.10 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $0 Shares 351 Est. Cost $0.16 Unrealized
ZTS Zoetis Inc Class A 0.1%
Value ($000) $0 Shares 349 Est. Cost $106.35 Unrealized +53.6%
EWJ iShares MSCI Japan ETF 0.1%
Value ($000) $0 Shares 869 Est. Cost $25.35 Unrealized
EXC Exelon Corp 0.1%
Value ($000) $0 Shares 1,692 Est. Cost $21.66 Unrealized +60.4%
SHOP Shopify Inc F Class A 0.1%
Value ($000) $0 Shares 889 Est. Cost $66.33 Unrealized 0.0%
MCD McDonalds Corp 0.1%
Value ($000) $0 Shares 227 Est. Cost $187.38 Unrealized +36.1%
BHP BHP Group LTD F Forward Split 0.1%
Value ($000) $0 Shares 1,010 Est. Cost $56.38 Unrealized
MLM Martin Marietta Material 0.1%
Value ($000) $0 Shares 101 Est. Cost $232.85 Unrealized +147.2%
COR Amerisourcebergen Corp 0.1%
Value ($000) $0 Shares 240 Est. Cost $67.21 Unrealized +240.1%
CMCSA Comcast Corp Class A 0.1%
Value ($000) $0 Shares 1,368 Est. Cost $38.30 Unrealized -3.1%
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $0 Shares 685 Est. Cost $59.28 Unrealized
SONY Sony Group Corp F Sponsored ADR 0.1%
Value ($000) $0 Shares 624 Est. Cost $28.88 Unrealized
APD Air PDTS & Chemicals 0.0%
Value ($000) $0 Shares 199 Est. Cost $274.86 Unrealized -11.8%
XLV Select Sector Health Care SPDR ETF 0.0%
Value ($000) $0 Shares 343 Est. Cost $14.70 Unrealized
MYGN Myriad Genetics Inc 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $33.74 Unrealized -35.0%
ENB Enbridge Inc F 0.0%
Value ($000) $0 Shares 1,365 Est. Cost $32.91 Unrealized -1.7%
ALC Alcon Inc F 0.0%
Value ($000) $0 Shares 541 Est. Cost $58.29 Unrealized +45.7%
NVS Novartis AG F Sponsored ADR 0.0%
Value ($000) $0 Shares 449 Est. Cost $0.10 Unrealized
LEN Lennar Corp Class A 0.0%
Value ($000) $0 Shares 316 Est. Cost $44.66 Unrealized +232.6%
DUK Duke Power Co NC 0.0%
Value ($000) $0 Shares 456 Est. Cost $92.95 Unrealized +1.4%
EMB Emerging MKT Bond Fund 0.0%
Value ($000) $0 Shares 506 Est. Cost $0.09 Unrealized
AEP Amer Electric PWR Co 0.0%
Value ($000) $0 Shares 508 Est. Cost $65.97 Unrealized +25.2%
DMLP Dorchester Minerals L LP 0.0%
Value ($000) $0 Shares 1,450 Est. Cost $12.42 Unrealized
TSM Taiwan Semiconductor F Sponsored ADR 0.0%
Value ($000) $0 Shares 261 Est. Cost $28.66 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 615 Est. Cost $66.07 Unrealized
SWK Stanley Black & Decker 0.0%
Value ($000) $0 Shares 545 Est. Cost $82.13 Unrealized 0.0%
CTVA Corteva Inc 0.0%
Value ($000) $0 Shares 782 Est. Cost $24.62 Unrealized +119.6%
ADSK Autodesk Inc 0.0%
Value ($000) $0 Shares 169 Est. Cost $202.78 Unrealized +10.8%
MUSA Murphy USA Inc 0.0%
Value ($000) $0 Shares 90 Est. Cost $147.50 Unrealized +193.1%
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value ($000) $0 Shares 741 Est. Cost $40.97 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $0 Shares 444 Est. Cost $73.82 Unrealized +18.4%
CHD Church & Dwight Co 0.0%
Value ($000) $0 Shares 400 Est. Cost $90.44 Unrealized +14.7%
MSCI MSCI Inc 0.0%
Value ($000) $0 Shares 86 Est. Cost $464.61 Unrealized +4.7%
STZ Constellation Brand Class A 0.0%
Value ($000) $0 Shares 158 Est. Cost $171.62 Unrealized +44.7%
F Ford Motor Co 0.0%
Value ($000) $0 Shares 3,164 Est. Cost $7.85 Unrealized +41.7%
MSTR Microstrategy Inc Class A 0.0%
Value ($000) $0 Shares 29 Est. Cost $144.09 Unrealized 0.0%
MANH Manhattan Associates Inc 0.0%
Value ($000) $0 Shares 161 Est. Cost $226.75 Unrealized 0.0%
NRG NRG Energy Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $25.14 Unrealized +200.5%
TRGP Targa Resources Corp 0.0%
Value ($000) $0 Shares 299 Est. Cost $40.17 Unrealized +181.7%
XOP SPDR S&P Oil & Gas Expl & Prod ETF 0.0%
Value ($000) $0 Shares 271 Est. Cost $95.94 Unrealized
SAP SAP Se F Sponsored ADR 0.0%
Value ($000) $0 Shares 187 Est. Cost $98.49 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $0 Shares 311 Est. Cost $99.68 Unrealized
Ansys Inc 0.0%
Value ($000) $0 Shares 114 Est. Cost $141.73 Unrealized
BDX Becton Dickinson&co 0.0%
Value ($000) $0 Shares 160 Est. Cost $210.02 Unrealized +8.5%
ISRG Intuitive Surgical 0.0%
Value ($000) $0 Shares 81 Est. Cost $313.23 Unrealized +27.2%
COF Capital One FC 0.0%
Value ($000) $0 Shares 261 Est. Cost $76.85 Unrealized +78.5%
ETR Entergy Corp 0.0%
Value ($000) $0 Shares 334 Est. Cost $40.64 Unrealized +26.3%
XYL Xylem Inc. 0.0%
Value ($000) $0 Shares 259 Est. Cost $73.46 Unrealized +81.7%
EVRG Evergy Inc 0.0%
Value ($000) $0 Shares 660 Est. Cost $54.87 Unrealized -9.3%
IWS iShares Russell Mid Cap Value ETF 0.0%
Value ($000) $0 Shares 293 Est. Cost $40.05 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $0 Shares 140 Est. Cost $92.86 Unrealized +169.5%
OEF iShares S&P 100 ETF 0.0%
Value ($000) $0 Shares 133 Est. Cost $84.63 Unrealized
BAM Brookfield Asset Manag F Class A 0.0%
Value ($000) $0 Shares 893 Est. Cost $27.10 Unrealized +37.5%
WDAY Workday Inc Class A 0.0%
Value ($000) $0 Shares 152 Est. Cost $200.31 Unrealized +20.2%
TFC Truist Finl Corp 0.0%
Value ($000) $0 Shares 854 Est. Cost $34.07 Unrealized +2.6%
CCOI Cogent Communications Holdings Inc 0.0%
Value ($000) $0 Shares 590 Est. Cost $64.78 Unrealized -16.7%
Guggenheim Strategic Opp 0.0%
Value ($000) $0 Shares 2,216 Est. Cost $0.01 Unrealized
GM General Motors Co 0.0%
Value ($000) $0 Shares 716 Est. Cost $55.79 Unrealized -20.4%
SBUX Starbucks Corp 0.0%
Value ($000) $0 Shares 409 Est. Cost $65.99 Unrealized +18.3%
TGT Target Corp 0.0%
Value ($000) $0 Shares 213 Est. Cost $219.90 Unrealized -32.7%
MDT Medtronic PLC F 0.0%
Value ($000) $0 Shares 399 Est. Cost $84.04 Unrealized -7.1%
GRMN Garmin LTD F 0.0%
Value ($000) $0 Shares 188 Est. Cost $73.05 Unrealized +109.7%
Totalenergies Se F Sponsored ADR 0.0%
Value ($000) $0 Shares 459 Est. Cost $6.57 Unrealized
DEO Diageo PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 248 Est. Cost $162.59 Unrealized
ARLP Alliance Resource Par LP 0.0%
Value ($000) $0 Shares 1,253 Est. Cost $0.02 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $0 Shares 1,005 Est. Cost $20.97 Unrealized +35.0%
MFC Manulife Finl F 0.0%
Value ($000) $0 Shares 1,144 Est. Cost $17.88 Unrealized +39.9%
RPM RPM Interntnl 0.0%
Value ($000) $0 Shares 272 Est. Cost $68.88 Unrealized +60.7%
CTRA Coterra Energy Inc 0.0%
Value ($000) $0 Shares 1,080 Est. Cost $13.08 Unrealized +100.5%
FMX Fomento Economico Mexi F Sponsored ADR 0.0%
Value ($000) $0 Shares 259 Est. Cost $75.70 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $0 Shares 116 Est. Cost $208.54 Unrealized +8.9%
EQT EQT Corp 0.0%
Value ($000) $0 Shares 726 Est. Cost $34.84 Unrealized +9.9%
TJX TJX Companies Inc 0.0%
Value ($000) $0 Shares 248 Est. Cost $42.48 Unrealized +132.3%
PYPL Paypal Holdings Incorpor 0.0%
Value ($000) $0 Shares 447 Est. Cost $98.13 Unrealized -35.3%
TTWO Take Two Interactive 0.0%
Value ($000) $0 Shares 164 Est. Cost $146.05 Unrealized +3.9%
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 2,990 Est. Cost $0.01 Unrealized
MKL Markel Corp 0.0%
Value ($000) $0 Shares 16 Est. Cost $1261.86 Unrealized +23.1%
Tortoise Energy Infrastr 0.0%
Value ($000) $0 Shares 708 Est. Cost $15.31 Unrealized
AIG American Intl Group 0.0%
Value ($000) $0 Shares 336 Est. Cost $73.69 Unrealized 0.0%
AWK American Water Works 0.0%
Value ($000) $0 Shares 185 Est. Cost $121.75 Unrealized 0.0%
AVGO Broadcom Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $57.93 Unrealized +137.7%
RF Regions Financial 0.0%
Value ($000) $0 Shares 1,186 Est. Cost $18.41 Unrealized -1.9%
RELL Richardson Electrs 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $10.23 Unrealized 0.0%
TE Connectivity 0.0%
Value ($000) $0 Shares 162 Est. Cost $0.15 Unrealized
USB US Bancorp (usb) 0.0%
Value ($000) $0 Shares 596 Est. Cost $31.17 Unrealized +21.2%
ATO Atmos Energy Corp 0.0%
Value ($000) $0 Shares 210 Est. Cost $92.51 Unrealized +21.2%
AMAT Applied Materials 0.0%
Value ($000) $0 Shares 100 Est. Cost $211.43 Unrealized 0.0%
SO Southern Company (so) 0.0%
Value ($000) $0 Shares 300 Est. Cost $63.75 Unrealized +12.6%
PBA Pembina Pipeline Co F 0.0%
Value ($000) $0 Shares 613 Est. Cost $25.94 Unrealized +30.8%
HRZN Horizon Tech Fin 0.0%
Value ($000) $0 Shares 1,903 Est. Cost $8.05 Unrealized +8.6%
ADP Auto Data Processing 0.0%
Value ($000) $0 Shares 94 Est. Cost $108.86 Unrealized +117.4%
BBVA Banco Bilbao Vizcaya A F Sponsored ADR 0.0%
Value ($000) $0 Shares 2,155 Est. Cost $0.01 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $0 Shares 350 Est. Cost $48.57 Unrealized
EMLP First Trust North American Energ ETF 0.0%
Value ($000) $0 Shares 690 Est. Cost $24.64 Unrealized
GLPI Gaming & Leisure PPT REIT 0.0%
Value ($000) $0 Shares 465 Est. Cost $49.46 Unrealized
TDY Teledyne Technologie 0.0%
Value ($000) $0 Shares 53 Est. Cost $405.80 Unrealized -2.4%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $0 Shares 196 Est. Cost $100.11 Unrealized -7.2%
PANW Palo Alto Networks 0.0%
Value ($000) $0 Shares 62 Est. Cost $149.57 Unrealized 0.0%
BX Blackstone Inc 0.0%
Value ($000) $0 Shares 168 Est. Cost $52.74 Unrealized +123.4%
IEMG iShares Core MSCI Emerging ETF 0.0%
Value ($000) $0 Shares 392 Est. Cost $52.06 Unrealized
CSX CSX Corp 0.0%
Value ($000) $0 Shares 600 Est. Cost $30.86 Unrealized +7.3%
IJH iShares Core S&P Mid Cap 0.0%
Value ($000) $0 Shares 345 Est. Cost $0.10 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $0 Shares 320 Est. Cost $56.89 Unrealized +13.3%
IWR iShares Russell Mid Cap ETF 0.0%
Value ($000) $0 Shares 247 Est. Cost $72.42 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $0 Shares 200 Est. Cost $70.00 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.10 Unrealized
MUFG Mitsubishi U F J Finan F Sponsored ADR 0.0%
Value ($000) $0 Shares 1,821 Est. Cost $5.03 Unrealized
MMM 3M Co 0.0%
Value ($000) $0 Shares 198 Est. Cost $132.92 Unrealized -29.1%
ELS Equity Lifestyle PPT REIT 0.0%
Value ($000) $0 Shares 296 Est. Cost $58.05 Unrealized
MU Micron Technology 0.0%
Value ($000) $0 Shares 142 Est. Cost $40.59 Unrealized +208.4%
XEL Xcel Energy Inc 0.0%
Value ($000) $0 Shares 353 Est. Cost $60.38 Unrealized -14.9%
GEHC GE Healthcare Technologi 0.0%
Value ($000) $0 Shares 242 Est. Cost $71.08 Unrealized +14.5%
GLP Global Partners LP LP 0.0%
Value ($000) $0 Shares 420 Est. Cost $16.67 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.19 Unrealized
CFR Cullen Frost Bankers 0.0%
Value ($000) $0 Shares 181 Est. Cost $82.66 Unrealized +20.3%
UBER Uber Technologies Inc 0.0%
Value ($000) $0 Shares 246 Est. Cost $27.95 Unrealized +148.7%
PIMCO Corporate Opp Fund 0.0%
Value ($000) $0 Shares 1,206 Est. Cost $0.01 Unrealized
NLY Annaly Capital MGMT REIT 0.0%
Value ($000) $0 Shares 891 Est. Cost $2.26 Unrealized
RIO Rio Tinto PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 253 Est. Cost $55.00 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $0 Shares 132 Est. Cost $94.44 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $51.86 Unrealized +59.9%
NXPI NXP Semiconductors F 0.0%
Value ($000) $0 Shares 63 Est. Cost $85.78 Unrealized +191.6%
EQIX Equinix, Inc. 0.0%
Value ($000) $0 Shares 22 Est. Cost $733.71 Unrealized -0.2%
LIN Linde PLC F 0.0%
Value ($000) $0 Shares 36 Est. Cost $322.30 Unrealized +33.6%
RCL Royal Caribbean Group F 0.0%
Value ($000) $0 Shares 100 Est. Cost $113.58 Unrealized +24.4%
HDB HDFC BK LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 244 Est. Cost $45.63 Unrealized
CBRL Cracker Barrel Old Country Store 0.0%
Value ($000) $0 Shares 382 Est. Cost $56.91 Unrealized -9.6%
OSK Oshkosh Truck Corp 0.0%
Value ($000) $0 Shares 152 Est. Cost $101.52 Unrealized +10.4%
BKNG Booking Holdings Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $2033.83 Unrealized +79.7%
Barrick Gold Corp F 0.0%
Value ($000) $0 Shares 959 Est. Cost $8.35 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $1623.80 Unrealized -2.8%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $0 Shares 85 Est. Cost $114.89 Unrealized
RSPH Invsc SP 500 Eql WGHT HLTH Care ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $32.03 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.0%
Value ($000) $0 Shares 158 Est. Cost $0.10 Unrealized
BSX Boston Scientific Co 0.0%
Value ($000) $0 Shares 200 Est. Cost $27.58 Unrealized +165.4%
PAYC Paycom Software Inc 0.0%
Value ($000) $0 Shares 105 Est. Cost $169.33 Unrealized 0.0%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $0 Shares 177 Est. Cost $87.26 Unrealized
Western Asset Premier Bo 0.0%
Value ($000) $0 Shares 1,475 Est. Cost $14.24 Unrealized
MUR Murphy Oil Corp HLDG 0.0%
Value ($000) $0 Shares 360 Est. Cost $24.58 Unrealized +63.2%
IGIB iShares TRT Is 5-10 Inv GR CR BD ETF 0.0%
Value ($000) $0 Shares 290 Est. Cost $0.05 Unrealized
NPO Enpro Industries Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $84.73 Unrealized +78.8%
FANG Diamondback Energy 0.0%
Value ($000) $0 Shares 74 Est. Cost $188.88 Unrealized 0.0%
Marathon Oil Corp 0.0%
Value ($000) $0 Shares 500 Est. Cost $16.92 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $56.50 Unrealized +26.0%
HAS Hasbro Inc 0.0%
Value ($000) $0 Shares 233 Est. Cost $46.09 Unrealized +20.7%
BR Broadridge Financial Solutions 0.0%
Value ($000) $0 Shares 72 Est. Cost $195.53 Unrealized -1.3%
IBN Icici Bank LTD F Sponsored ADR 0.0%
Value ($000) $0 Shares 473 Est. Cost $12.66 Unrealized
SLB Schlumberger LTD F 0.0%
Value ($000) $0 Shares 265 Est. Cost $48.93 Unrealized -6.0%
Unilever PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 232 Est. Cost $56.64 Unrealized
FEPI Rex Fang Innovation Eqty Prem ETF IV 0.0%
Value ($000) $0 Shares 230 Est. Cost $0.06 Unrealized
JEPQ J P Morgan Nasdaq EQT PRM Inc ETF IV 0.0%
Value ($000) $0 Shares 230 Est. Cost $0.05 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $0 Shares 53 Est. Cost $230.72 Unrealized +20.7%
GDXJ JR. Gold Miners ETF 0.0%
Value ($000) $0 Shares 300 Est. Cost $0.04 Unrealized
NGG NTNL Grid PLC F Sponsored ADR 0.0%
Value ($000) $0 Shares 228 Est. Cost $58.43 Unrealized
FDVV Fidelity High Dividend ETF 0.0%
Value ($000) $0 Shares 249 Est. Cost $0.04 Unrealized
NFG NTNL Fuel Gas Co 0.0%
Value ($000) $0 Shares 230 Est. Cost $54.82 Unrealized 0.0%
CBSH Commerce Bancshares 0.0%
Value ($000) $0 Shares 210 Est. Cost $42.99 Unrealized +11.6%
ICLR Icon PLC 0.0%
Value ($000) $0 Shares 38 Est. Cost $258.75 Unrealized +21.1%
AMZA Infracap MLP ETF 0.0%
Value ($000) $0 Shares 285 Est. Cost $10.77 Unrealized
Invesco Municipal Trust 0.0%
Value ($000) $0 Shares 1,189 Est. Cost $11.77 Unrealized
RSPM Invsc SP 500 Equal Weight Matrl ETF 0.0%
Value ($000) $0 Shares 350 Est. Cost $37.17 Unrealized
SHY iShares 1-3 Year Treasry Bond ETF 0.0%
Value ($000) $0 Shares 144 Est. Cost $0.08 Unrealized
HCA HCA Holdings Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $320.76 Unrealized 0.0%
CUZ Cousins Properties 0.0%
Value ($000) $0 Shares 479 Est. Cost $35.49 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.25 Unrealized
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $0 Shares 133 Est. Cost $71.43 Unrealized
ZTO Zto Express Cayman Inc F Sponsored ADR 0.0%
Value ($000) $0 Shares 533 Est. Cost $0.02 Unrealized
CNI Canadian Natl Railwy F 0.0%
Value ($000) $0 Shares 89 Est. Cost $69.22 Unrealized +74.9%
PHG Koninklijke Philips N F Sponsored ADR 0.0%
Value ($000) $0 Shares 440 Est. Cost $35.26 Unrealized
TAP Molson Coors Beverage CL Class B 0.0%
Value ($000) $0 Shares 200 Est. Cost $47.91 Unrealized +13.9%
EXPD Expeditors Intl Wash 0.0%
Value ($000) $0 Shares 80 Est. Cost $97.86 Unrealized +19.1%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $0 Shares 176 Est. Cost $0.05 Unrealized
TRP TC Energy Corp F 0.0%
Value ($000) $0 Shares 260 Est. Cost $39.47 Unrealized -10.2%
BAP Credicorp LTD F 0.0%
Value ($000) $0 Shares 63 Est. Cost $126.80 Unrealized +21.2%
BNTX Biontech Se F Unsponsored ADR 0.0%
Value ($000) $0 Shares 125 Est. Cost $0.10 Unrealized
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $0 Shares 92 Est. Cost $90.24 Unrealized
XLB SPDR Fund Materials Select Sectr ETF 0.0%
Value ($000) $0 Shares 111 Est. Cost $9.08 Unrealized
AGZ iShares Agency Bond ETF 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.11 Unrealized
GMAB Genmab A/S F Sponsored ADR 0.0%
Value ($000) $0 Shares 381 Est. Cost $0.03 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $122.00 Unrealized +116.7%
TLK Telekominik Indonesia F Sponsored ADR 0.0%
Value ($000) $0 Shares 464 Est. Cost $32.33 Unrealized
RDW Redwire Corp 0.0%
Value ($000) $0 Shares 1,280 Est. Cost $10.42 Unrealized -53.8%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.41 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $104.16 Unrealized +94.7%
TSLA Tesla Motors 0.0%
Value ($000) $0 Shares 45 Est. Cost $189.38 Unrealized -7.7%
NSP Insperity Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $72.52 Unrealized +31.2%
MOS The Mosaic Co 0.0%
Value ($000) $0 Shares 300 Est. Cost $32.19 Unrealized -11.2%
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $0 Shares 200 Est. Cost $54.09 Unrealized -9.8%
YMAX Yieldmax Univrs FD Opt Incom ETF 0.0%
Value ($000) $0 Shares 472 Est. Cost $0.02 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $0 Shares 65 Est. Cost $81.25 Unrealized +65.6%
OGE Oge Energy Corp 0.0%
Value ($000) $0 Shares 237 Est. Cost $35.11 Unrealized 0.0%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $0 Shares 150 Est. Cost $0.05 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.14 Unrealized
CLB Core Laboratories Inc 0.0%
Value ($000) $0 Shares 372 Est. Cost $22.46 Unrealized -21.6%
ARES Ares Management Corp Class A 0.0%
Value ($000) $0 Shares 50 Est. Cost $80.33 Unrealized +62.6%
WSO Watsco Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost $262.94 Unrealized +73.8%
GPC Genuine Parts Co 0.0%
Value ($000) $0 Shares 49 Est. Cost $159.11 Unrealized -11.0%
NOBL ProShares S&P 500 DIV Aristocrat ETF 0.0%
Value ($000) $0 Shares 75 Est. Cost $83.52 Unrealized
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $0 Shares 460 Est. Cost $9.99 Unrealized +36.9%
AIVL Wisdomtree US Ai Enhncd Value ETF 0.0%
Value ($000) $0 Shares 74 Est. Cost $74.32 Unrealized
YMAG Yieldmax Magft 7 FND Opt Incm ETF 0.0%
Value ($000) $0 Shares 360 Est. Cost $0.02 Unrealized
EQNR Equinor A S A F Unsponsored ADR 0.0%
Value ($000) $0 Shares 228 Est. Cost $26.14 Unrealized
ABEV Ambev S A F Sponsored ADR 0.0%
Value ($000) $0 Shares 3,502 Est. Cost $3.80 Unrealized
OPTU Altice U S A Inc Class A 0.0%
Value ($000) $0 Shares 3,040 Est. Cost $22.81 Unrealized -90.3%
EBAY eBay Inc 0.0%
Value ($000) $0 Shares 120 Est. Cost $50.72 Unrealized 0.0%
Neuberger Bermn Real Est 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $0.00 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $0 Shares 35 Est. Cost $99.29 Unrealized +70.2%
OMC Omnicom Group 0.0%
Value ($000) $0 Shares 64 Est. Cost $66.68 Unrealized +31.4%
CFG Citizens Finl Group Inc 0.0%
Value ($000) $0 Shares 175 Est. Cost $32.31 Unrealized +1.5%
EMXC iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $0 Shares 103 Est. Cost $0.05 Unrealized
XLF Select STR Financial Select SPDR ETF 0.0%
Value ($000) $0 Shares 150 Est. Cost $5.59 Unrealized
IJK iShares S&P Mid Cap 400 GRWTH ETF 0.0%
Value ($000) $0 Shares 72 Est. Cost $0.07 Unrealized
PFG Principal Finl 0.0%
Value ($000) $0 Shares 78 Est. Cost $54.80 Unrealized +39.3%
BCE Bce Inc F 0.0%
Value ($000) $0 Shares 170 Est. Cost $32.49 Unrealized -10.6%
AZN Astrazeneca PLC 0.0%
Value ($000) $0 Shares 79 Est. Cost $0.07 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $0 Shares 24 Est. Cost $197.50 Unrealized +19.9%
ARCC Ares Capital Corp 0.0%
Value ($000) $0 Shares 270 Est. Cost $13.96 Unrealized +28.2%
XLY SPDR Fund Consumer Discre Select ETF 0.0%
Value ($000) $0 Shares 28 Est. Cost $178.57 Unrealized
XLI Select Sector Industrial SPDR ETF 0.0%
Value ($000) $0 Shares 40 Est. Cost $100.00 Unrealized
AMPG Amplitech Group Inc 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $1.77 Unrealized 0.0%
IJJ iShares S&P Mid Cap 400 Value ETF 0.0%
Value ($000) $0 Shares 42 Est. Cost $0.10 Unrealized
SOFI Sofi Technologies Inc 0.0%
Value ($000) $0 Shares 720 Est. Cost $14.45 Unrealized -51.2%
APA Apa Corp 0.0%
Value ($000) $0 Shares 175 Est. Cost $16.01 Unrealized +80.0%
Western Asset Mortgage O 0.0%
Value ($000) $0 Shares 450 Est. Cost $0.01 Unrealized
APLE Apple Hospitality REIT I REIT 0.0%
Value ($000) $0 Shares 344 Est. Cost $20.35 Unrealized
LUV Southwest Airlines 0.0%
Value ($000) $0 Shares 167 Est. Cost $45.61 Unrealized -41.1%
PPG PPG Industries 0.0%
Value ($000) $0 Shares 43 Est. Cost $114.48 Unrealized +11.2%
Walgreens Boots Alli 0.0%
Value ($000) $0 Shares 424 Est. Cost $46.91 Unrealized
CINF Cincinnati Finl 0.0%
Value ($000) $0 Shares 39 Est. Cost $68.20 Unrealized +65.1%
MDLZ Mondelez Intl Class A 0.0%
Value ($000) $0 Shares 69 Est. Cost $54.62 Unrealized +19.3%
KMB Kimberly Clark Corp 0.0%
Value ($000) $0 Shares 35 Est. Cost $115.26 Unrealized +8.7%
EA Electronic Arts Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $124.94 Unrealized +4.6%
DOW Dow Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $46.00 Unrealized +11.3%
JCI Johnson Controls Inter F 0.0%
Value ($000) $0 Shares 81 Est. Cost $28.27 Unrealized +132.8%
ASO Academy Sports & Outdoor 0.0%
Value ($000) $0 Shares 87 Est. Cost $15.69 Unrealized +256.4%
ES Eversource Energy 0.0%
Value ($000) $0 Shares 83 Est. Cost $68.99 Unrealized -20.3%
WDS Woodside Energy Group F Sponsored ADR 0.0%
Value ($000) $0 Shares 252 Est. Cost $22.56 Unrealized
CB Chubb LTD F 0.0%
Value ($000) $0 Shares 19 Est. Cost $121.51 Unrealized +108.0%
SPYT Defiance S&P 500 Target Income ETF 0.0%
Value ($000) $0 Shares 220 Est. Cost $0.02 Unrealized
ALLE Allegion Public LTD F 0.0%
Value ($000) $0 Shares 32 Est. Cost $79.73 Unrealized +51.8%
NEO Neogenomics Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost $28.80 Unrealized -50.8%
SPYI Neos S And P 500 High Income ETF 0.0%
Value ($000) $0 Shares 75 Est. Cost $0.05 Unrealized
XJH Ishs Esg Screen S And P Mid Cap ETF 0.0%
Value ($000) $0 Shares 94 Est. Cost $39.38 Unrealized
HBAN Huntington Bancshs 0.0%
Value ($000) $0 Shares 300 Est. Cost $9.98 Unrealized +25.8%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $0 Shares 16 Est. Cost $201.63 Unrealized +21.3%
BXMT Blackstone MTG TR REIT 0.0%
Value ($000) $0 Shares 233 Est. Cost $0.02 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $0 Shares 71 Est. Cost $85.94 Unrealized -31.9%
BALL Ball Corp 0.0%
Value ($000) $0 Shares 70 Est. Cost $63.09 Unrealized +3.7%
STLD Steel Dynamics Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $28.20 Unrealized +361.4%
MCY Mercury Gen Corp New 0.0%
Value ($000) $0 Shares 70 Est. Cost $53.71 Unrealized +0.9%
IP Interntnl Paper 0.0%
Value ($000) $0 Shares 95 Est. Cost $36.27 Unrealized +5.0%
SONO Sonos Inc 0.0%
Value ($000) $0 Shares 300 Est. Cost $22.42 Unrealized -26.0%
CL Colgate-Palmolive 0.0%
Value ($000) $0 Shares 46 Est. Cost $69.73 Unrealized +27.7%
FSK FS KKR Capital Corp 0.0%
Value ($000) $0 Shares 142 Est. Cost $12.63 Unrealized +20.9%
SOLV Solventum Corp 0.0%
Value ($000) $0 Shares 49 Est. Cost $60.70 Unrealized 0.0%
XLP SPDR Fund Consumer Staples ETF 0.0%
Value ($000) $0 Shares 41 Est. Cost $73.17 Unrealized
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $0 Shares 120 Est. Cost $31.98 Unrealized -8.0%
QQQI Neos Nasdaq 100 High Income ETF 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.05 Unrealized
NLOP Net Lease Office PPTYS 0.0%
Value ($000) $0 Shares 141 Est. Cost $0.02 Unrealized
Yieldmax Ultra Opt Inc STRTGY ETF 0.0%
Value ($000) $0 Shares 220 Est. Cost $0.02 Unrealized
MET Metlife Inc 0.0%
Value ($000) $0 Shares 44 Est. Cost $68.14 Unrealized 0.0%
XIFR Nextera Energy Partne LP 0.0%
Value ($000) $0 Shares 125 Est. Cost $83.68 Unrealized -63.7%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.12 Unrealized
ETSY Etsy Inc 0.0%
Value ($000) $0 Shares 42 Est. Cost $91.30 Unrealized -29.9%
MSPRZ MSP Recovery Inc 27 WTF Warrants Exp 05/23/27 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.00 Unrealized
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $0 Shares 22 Est. Cost $136.36 Unrealized
CCL Carnival Corp F 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.62 Unrealized +79.4%
AMLP Alerian MLP ETF 0.0%
Value ($000) $0 Shares 44 Est. Cost $24.15 Unrealized
Yieldmax Bitcoin Opt In STRGY ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.02 Unrealized
ARM Arm HLDGS PLC F Unsponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.20 Unrealized
XYLD Global X S&P 500 Covered Call ETF 0.0%
Value ($000) $0 Shares 55 Est. Cost $0.04 Unrealized
SVOL Simplify Volatility Premium ETF 0.0%
Value ($000) $0 Shares 105 Est. Cost $0.02 Unrealized
AROC Archrock Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $8.70 Unrealized +114.6%
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $0 Shares 40 Est. Cost $50.94 Unrealized +8.5%
JNK SPDR BLMBRG BRCLY HGH YLD BND ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.08 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $0 Shares 33 Est. Cost $32.00 Unrealized
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $0 Shares 142 Est. Cost $21.88 Unrealized
BMY Bristol Myers Squibb 0.0%
Value ($000) $0 Shares 44 Est. Cost $58.94 Unrealized -30.4%
BIL SPDR BLMBG Barclays 1-3 MTH T-Bill ETF 0.0%
Value ($000) $0 Shares 17 Est. Cost $0.12 Unrealized
H & E Equipment Serv 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.04 Unrealized
TWLO Twilio Inc Class A 0.0%
Value ($000) $0 Shares 40 Est. Cost $59.02 Unrealized -0.0%
XLRE Real Estate Select SCTR SPDR ETF 0.0%
Value ($000) $0 Shares 16 Est. Cost $62.50 Unrealized
NEAR iShares Short Maturity Bond ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost $0.07 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
DIG ProShares Ultra Oil & Gas 0.0%
Value ($000) $0 Shares 18 Est. Cost $55.56 Unrealized
VGSH Vanguard Short Term Treasury ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $0.09 Unrealized
RWX SPDR Dow Jones Inter Real Estate ETF 0.0%
Value ($000) $0 Shares 47 Est. Cost $42.55 Unrealized
WAB Wabtec 0.0%
Value ($000) $0 Shares 9 Est. Cost $84.00 Unrealized +88.7%
MINT PIMCO Enhanced SHRT 0.0%
Value ($000) $0 Shares 7 Est. Cost $0.14 Unrealized
GPIQ Goldman Sachs Nasdaq 100 Cre ETF IV 0.0%
Value ($000) $0 Shares 25 Est. Cost $0.04 Unrealized
UPS United Parcel SRVC Class B 0.0%
Value ($000) $0 Shares 10 Est. Cost $148.03 Unrealized -12.2%
VFC VF Corp 0.0%
Value ($000) $0 Shares 84 Est. Cost $29.39 Unrealized -55.4%
QDTE Roundhill N 100 0dte Covered ETF 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.03 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $278.32 Unrealized -59.7%
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $0 Shares 11 Est. Cost $108.54 Unrealized +16.9%
OILU Microstr Ol Ad GS Ep PD 3X LV ETN 0.0%
Value ($000) $0 Shares 15 Est. Cost $66.67 Unrealized
AGNC AGNC Investment Corp REIT 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
AMZY Yieldmax Amzn Optn Inc STRGY ETF 0.0%
Value ($000) $0 Shares 45 Est. Cost $0.02 Unrealized
USOY Defiance Oil Enha Op Inc ETF 0.0%
Value ($000) $0 Shares 35 Est. Cost $0.03 Unrealized
GUSH DRXN DLY S&P Ol GS Exp PRD BL 2X ETF 0.0%
Value ($000) $0 Shares 16 Est. Cost $62.55 Unrealized
KD KYNDRYL HLDGS Inc 0.0%
Value ($000) $0 Shares 27 Est. Cost $21.59 Unrealized +11.0%
EHAB Enhabit Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $16.21 Unrealized -41.0%
WW Intl Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized
LEG Leggett & Platt Inc 0.0%
Value ($000) $0 Shares 58 Est. Cost $33.67 Unrealized -58.1%
OXY/WS Occidental Petrol 27 WTS Warrants Exp 08/03/27 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
Yieldmax Amd Option Inc STRG ETF 0.0%
Value ($000) $0 Shares 70 Est. Cost $0.01 Unrealized
EFXT Enerflex LTD F 0.0%
Value ($000) $0 Shares 51 Est. Cost $5.34 Unrealized 0.0%
Yieldmax Coin Optn Inc STRG ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FG F&G Annuities and Life 0.0%
Value ($000) $0 Shares 8 Est. Cost $37.62 Unrealized 0.0%
Kraneshs Int And Call STRTGY ETF 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
NBIS Yandex N V F Class A 0.0%
Value ($000) $0 Shares 128 Est. Cost Unrealized
QYLD Global X Fund GLB X NSDQ 100 CVD ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.24 Unrealized 0.0%
GRAL Grail Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.22 Unrealized 0.0%
RYLD Global X Russell 2000 Cvred Call ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
TLTW iShares 20 PLS YR TRSY BD BYT ST ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
ILPT Industrial Logistics REIT 0.0%
Value ($000) $0 Shares 125 Est. Cost $25.69 Unrealized
GME Gamestop Corp Class A 0.0%
Value ($000) $0 Shares 16 Est. Cost $19.82 Unrealized 0.0%
PINS Pinterest Inc Class A 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.42 Unrealized 0.0%