PIN OAK INVESTMENT ADVISORS INC Diversified Active

CIK: 0001094584 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value ($000): $140,058 (100.0% shares, 0.0% debt)

Holdings (498)

KRP Kimbell Royalty Partners LP 6.0%
Value ($000) $8,339 Shares 618,128 Est. Cost $9.43 Unrealized
AAPL Apple Inc 5.2%
Value ($000) $7,295 Shares 28,651 Est. Cost $145.18 Unrealized +55.4%
TXO TXO Partners LP 3.8%
Value ($000) $5,377 Shares 382,702 Est. Cost $3.97 Unrealized
HHH Howard Hughes Holdings Inc 3.6%
Value ($000) $5,100 Shares 62,062 Est. Cost $67.99 Unrealized +8.9%
ET Energy Transfer Partn LP 3.1%
Value ($000) $4,388 Shares 255,682 Est. Cost $8.77 Unrealized
EPD Enterprise Prods Part LP 3.1%
Value ($000) $4,359 Shares 139,411 Est. Cost $22.29 Unrealized
XOM Exxon Mobil Corp 2.9%
Value ($000) $4,115 Shares 36,497 Est. Cost $81.09 Unrealized +35.3%
PLTR Palantir Technologies In Class A 2.9%
Value ($000) $4,085 Shares 22,391 Est. Cost $70.35 Unrealized +130.4%
GOOGL Alphabet Inc. Class A 2.6%
Value ($000) $3,608 Shares 14,840 Est. Cost $112.65 Unrealized +85.7%
NOG Northern Oil And Gas 2.4%
Value ($000) $3,341 Shares 132,321 Est. Cost $26.95 Unrealized -1.6%
MNR Mach Natural Resource LP 2.2%
Value ($000) $3,120 Shares 236,702 Est. Cost $1.08 Unrealized
HON Honeywell Intl Inc 2.2%
Value ($000) $3,115 Shares 14,798 Est. Cost $205.13 Unrealized +1.0%
NG Novagold Res Inc F 2.0%
Value ($000) $2,865 Shares 325,613 Est. Cost $6.01 Unrealized +1.7%
SPY SPDR S&P 500 ETF 2.0%
Value ($000) $2,781 Shares 4,163 Est. Cost $250.26 Unrealized
BRK/B Berkshire Hathaway Class B 1.9%
Value ($000) $2,616 Shares 5,203 Est. Cost $272.66 Unrealized +77.6%
EOG Eog Resources Inc 1.8%
Value ($000) $2,564 Shares 22,869 Est. Cost $65.40 Unrealized +80.4%
GLD SPDR Gold Shares ETF 1.6%
Value ($000) $2,237 Shares 6,292 Est. Cost $127.57 Unrealized
MSFT Microsoft Corp 1.5%
Value ($000) $2,130 Shares 4,113 Est. Cost $293.48 Unrealized +73.3%
CVX Chevron Corp 1.4%
Value ($000) $1,925 Shares 12,397 Est. Cost $82.32 Unrealized +85.0%
IWF iShares Russell 1000 Growth ETF 1.3%
Value ($000) $1,781 Shares 3,803 Est. Cost $127.65 Unrealized
GS Goldman Sachs Group 1.2%
Value ($000) $1,702 Shares 2,137 Est. Cost $546.94 Unrealized +34.4%
NVDA Nvidia Corp 1.2%
Value ($000) $1,687 Shares 9,043 Est. Cost $112.20 Unrealized +55.3%
WMT WalMart Inc 1.2%
Value ($000) $1,673 Shares 16,231 Est. Cost $48.89 Unrealized +103.0%
GOOG Alphabet Inc. Class C 1.2%
Value ($000) $1,664 Shares 6,832 Est. Cost $132.21 Unrealized +58.8%
PAGP Plains GP HLDGS 1.1%
Value ($000) $1,525 Shares 83,615 Est. Cost $5.09 Unrealized
MANH Manhattan Associates Inc 1.0%
Value ($000) $1,445 Shares 7,051 Est. Cost $192.62 Unrealized +9.8%
JNJ Johnson & Johnson 1.0%
Value ($000) $1,364 Shares 7,354 Est. Cost $119.31 Unrealized +42.1%
TSM Taiwan Semiconductr F Sponsored ADR 1.0%
Value ($000) $1,334 Shares 4,763 Est. Cost $265.49 Unrealized
BAC Bank Of America Corp 0.9%
Value ($000) $1,253 Shares 24,296 Est. Cost $33.03 Unrealized +46.4%
TXN Texas Instruments 0.8%
Value ($000) $1,164 Shares 6,335 Est. Cost $173.60 Unrealized +11.3%
STRV Strive 500 ETF 0.8%
Value ($000) $1,122 Shares 25,971 Est. Cost $5.67 Unrealized
BX Blackstone Inc 0.8%
Value ($000) $1,054 Shares 6,169 Est. Cost $166.29 Unrealized +1.9%
AMZN Amazon.Com Inc Forward Split 0.7%
Value ($000) $1,017 Shares 4,634 Est. Cost $128.48 Unrealized +76.2%
AEM Agnico Eagle Mines F 0.7%
Value ($000) $1,017 Shares 6,032 Est. Cost $54.16 Unrealized +152.6%
JPM JPMorgan Chase & Co 0.7%
Value ($000) $955 Shares 3,028 Est. Cost $122.10 Unrealized +142.4%
WFC Wells Fargo & Co 0.7%
Value ($000) $951 Shares 11,350 Est. Cost $47.57 Unrealized +69.2%
QQQ Invsc QQQ Trust SRS 1 ETF 0.7%
Value ($000) $922 Shares 1,533 Est. Cost $20.85 Unrealized
SHEL Shell PLC F Unsponsored ADR 0.7%
Value ($000) $921 Shares 12,874 Est. Cost $52.81 Unrealized
AR Antero Resources Cor 0.6%
Value ($000) $904 Shares 26,950 Est. Cost $19.52 Unrealized +70.7%
Westrn Asst High Incm Op 0.6%
Value ($000) $902 Shares 232,628 Est. Cost $2.70 Unrealized
BRK/A Berkshire Hathaway Inc Class A 0.5%
Value ($000) $754 Shares 1 Est. Cost $761794.56 Unrealized -4.6%
ABBV Abbvie Inc 0.5%
Value ($000) $683 Shares 2,950 Est. Cost $76.65 Unrealized +163.5%
SIRI Siriusxm HLDGS Inc 0.5%
Value ($000) $651 Shares 27,977 Est. Cost $31.06 Unrealized -25.5%
SLV iShares Silver Trust ETF 0.5%
Value ($000) $637 Shares 15,024 Est. Cost $42.37 Unrealized
ADI Analog Devices Inc 0.4%
Value ($000) $619 Shares 2,521 Est. Cost $117.79 Unrealized +102.9%
Eaton Vance Limited Dura 0.4%
Value ($000) $619 Shares 61,008 Est. Cost $4.73 Unrealized
PFE Pfizer Inc 0.4%
Value ($000) $612 Shares 24,007 Est. Cost $25.95 Unrealized -7.0%
HAL Halliburton Co HLDG 0.4%
Value ($000) $608 Shares 24,705 Est. Cost $21.84 Unrealized +0.1%
LOW Lowes Companies Inc 0.4%
Value ($000) $606 Shares 2,412 Est. Cost $146.21 Unrealized +67.0%
Putnam Premier Income CF 0.4%
Value ($000) $592 Shares 160,370 Est. Cost $1.32 Unrealized
ORCL Oracle Corp 0.4%
Value ($000) $588 Shares 2,090 Est. Cost $94.58 Unrealized +168.7%
TRV Travelers 0.4%
Value ($000) $563 Shares 2,016 Est. Cost $204.84 Unrealized +29.8%
GT Goodyear Tire Rubber 0.4%
Value ($000) $553 Shares 73,990 Est. Cost $11.44 Unrealized -17.8%
BlackRock Credit Allocat 0.4%
Value ($000) $549 Shares 49,680 Est. Cost $0.12 Unrealized
Doubleline Income Soluti 0.4%
Value ($000) $530 Shares 43,140 Est. Cost $17.33 Unrealized
CSCO Cisco Systems Inc 0.4%
Value ($000) $520 Shares 7,607 Est. Cost $35.45 Unrealized +90.1%
Aberdeen Income Credit Strategies Fund 0.4%
Value ($000) $510 Shares 87,926 Est. Cost $0.01 Unrealized
Liberty Live Group 0.4%
Value ($000) $494 Shares 5,093 Est. Cost $0.03 Unrealized
OXY Occidental Petrol Co 0.3%
Value ($000) $483 Shares 10,168 Est. Cost $45.52 Unrealized -1.7%
COP Conocophillips 0.3%
Value ($000) $481 Shares 5,084 Est. Cost $61.80 Unrealized +50.9%
PAA Plains All American P LP 0.3%
Value ($000) $471 Shares 27,596 Est. Cost $14.78 Unrealized
INTC Intel Corp 0.3%
Value ($000) $471 Shares 14,032 Est. Cost $32.95 Unrealized -26.5%
CPT Camden Property TR REIT 0.3%
Value ($000) $466 Shares 4,323 Est. Cost $94.31 Unrealized +14.2%
META Meta Platforms Inc Class A 0.3%
Value ($000) $435 Shares 593 Est. Cost $217.72 Unrealized +241.4%
RTX Raytheon Technologies Co 0.3%
Value ($000) $426 Shares 2,547 Est. Cost $90.85 Unrealized +69.8%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $412 Shares 616 Est. Cost $171.61 Unrealized
KMI Kinder Morgan Inc 0.3%
Value ($000) $406 Shares 14,338 Est. Cost $21.83 Unrealized +23.6%
MSTR Microstrategy Inc Class A 0.3%
Value ($000) $388 Shares 1,203 Est. Cost $302.45 Unrealized +22.7%
BA Boeing Co 0.3%
Value ($000) $374 Shares 1,735 Est. Cost $202.51 Unrealized +11.3%
BLK BlackRock Inc New 0.3%
Value ($000) $367 Shares 315 Est. Cost $961.85 Unrealized +15.3%
AMP Ameriprise Finl 0.3%
Value ($000) $366 Shares 746 Est. Cost $350.93 Unrealized +45.4%
VEA Vanguard FTSE Developed Markets ETF 0.3%
Value ($000) $357 Shares 5,961 Est. Cost $28.49 Unrealized
GE General Electric Co 0.3%
Value ($000) $357 Shares 1,185 Est. Cost $62.95 Unrealized +333.2%
ABT Abbott Laboratories 0.3%
Value ($000) $355 Shares 2,651 Est. Cost $78.22 Unrealized +67.0%
MPC Marathon Pete Corp 0.3%
Value ($000) $354 Shares 1,837 Est. Cost $46.87 Unrealized +272.3%
IAU iShares Gold ETF 0.2%
Value ($000) $337 Shares 4,636 Est. Cost $33.43 Unrealized
T A T & T Inc 0.2%
Value ($000) $307 Shares 10,866 Est. Cost $15.57 Unrealized +80.3%
MRK Merck & Co. Inc. 0.2%
Value ($000) $303 Shares 3,571 Est. Cost $70.64 Unrealized +14.7%
LMT Lockheed Martin Corp 0.2%
Value ($000) $300 Shares 601 Est. Cost $392.16 Unrealized +14.3%
GEV GE Vernova Inc 0.2%
Value ($000) $297 Shares 483 Est. Cost $158.10 Unrealized +283.0%
MFS Intermediate High Income Fund 0.2%
Value ($000) $293 Shares 165,900 Est. Cost $0.92 Unrealized
GD General Dynamics Co 0.2%
Value ($000) $283 Shares 830 Est. Cost $173.92 Unrealized +80.4%
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $278 Shares 986 Est. Cost $48.60 Unrealized
GBIL Goldman Sachs Access Treasury 0-1 YR ETF 0.2%
Value ($000) $276 Shares 2,750 Est. Cost $0.10 Unrealized
VLO Valero Energy Corp 0.2%
Value ($000) $270 Shares 1,584 Est. Cost $66.36 Unrealized +122.7%
HD Home Depot Inc 0.2%
Value ($000) $268 Shares 661 Est. Cost $288.05 Unrealized +35.1%
Liberty Media Corp 0.2%
Value ($000) $265 Shares 2,810 Est. Cost $0.03 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $264 Shares 2,310 Est. Cost $120.00 Unrealized -2.5%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $263 Shares 799 Est. Cost $62.71 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $261 Shares 1,205 Est. Cost $102.04 Unrealized
TSLA Tesla Motors 0.2%
Value ($000) $257 Shares 579 Est. Cost $344.32 Unrealized +0.7%
Kayne Anderson Energy In 0.2%
Value ($000) $257 Shares 20,770 Est. Cost $16.29 Unrealized
BN Brookfield Corp F Class A 0.2%
Value ($000) $243 Shares 3,549 Est. Cost $21.90 Unrealized +101.8%
V Visa Inc Class A 0.2%
Value ($000) $228 Shares 668 Est. Cost $190.92 Unrealized +80.8%
AMX America Movil Sab F Sponsored ADR 0.2%
Value ($000) $228 Shares 10,850 Est. Cost $0.02 Unrealized
SCHX Schwab US Large Cap ETF 0.2%
Value ($000) $223 Shares 8,457 Est. Cost $14.43 Unrealized
DVN Devon Energy Corp 0.2%
Value ($000) $215 Shares 6,145 Est. Cost $33.95 Unrealized -0.9%
NOC Northrop Grumman 0.2%
Value ($000) $214 Shares 352 Est. Cost $435.75 Unrealized +29.3%
PG Procter & Gamble 0.2%
Value ($000) $211 Shares 1,372 Est. Cost $117.28 Unrealized +32.1%
DE Deere & Co 0.1%
Value ($000) $206 Shares 450 Est. Cost $159.48 Unrealized +207.0%
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $204 Shares 1,003 Est. Cost $108.45 Unrealized
KO The Coca-Cola Co 0.1%
Value ($000) $198 Shares 2,961 Est. Cost $40.53 Unrealized +67.6%
BP BP PLC F Sponsored ADR 0.1%
Value ($000) $198 Shares 5,736 Est. Cost $17.05 Unrealized
Franklin LTD Dur Income 0.1%
Value ($000) $197 Shares 31,000 Est. Cost $6.37 Unrealized
NSC Norfolk Southern Co 0.1%
Value ($000) $197 Shares 657 Est. Cost $117.33 Unrealized +135.3%
PEP Pepsico Inc 0.1%
Value ($000) $197 Shares 1,400 Est. Cost $103.75 Unrealized +35.4%
AVGO Broadcom Inc 0.1%
Value ($000) $196 Shares 593 Est. Cost $265.84 Unrealized +15.0%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $191 Shares 311 Est. Cost $0.53 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $191 Shares 1,175 Est. Cost $70.01 Unrealized +135.9%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $189 Shares 3,485 Est. Cost $32.06 Unrealized
CEG Constellation Energy Cor 0.1%
Value ($000) $186 Shares 564 Est. Cost $47.25 Unrealized +581.8%
MA Mastercard Inc Class A 0.1%
Value ($000) $184 Shares 323 Est. Cost $289.03 Unrealized +98.4%
XHB SPDR S&P Homebuilders ETF 0.1%
Value ($000) $183 Shares 1,650 Est. Cost $44.24 Unrealized
TDOC Teladoc Inc 0.1%
Value ($000) $170 Shares 21,928 Est. Cost $25.17 Unrealized -69.0%
XLU Select Sector Uti Select SPDR ETF 0.1%
Value ($000) $169 Shares 1,939 Est. Cost $30.05 Unrealized
SPYV SPDR S&P 500 Value ETF 0.1%
Value ($000) $167 Shares 3,026 Est. Cost $0.04 Unrealized
PPLT Abrdn Physical Platinum Shares ETF 0.1%
Value ($000) $164 Shares 1,150 Est. Cost $142.88 Unrealized
AFG Amern Finl GP 0.1%
Value ($000) $164 Shares 1,125 Est. Cost $53.47 Unrealized +138.4%
IWB iShares Russell 1000 ETF 0.1%
Value ($000) $163 Shares 445 Est. Cost $115.92 Unrealized
SHW Sherwin Williams Co 0.1%
Value ($000) $161 Shares 466 Est. Cost $228.85 Unrealized +53.5%
UNP Union Pacific Corp 0.1%
Value ($000) $160 Shares 675 Est. Cost $104.90 Unrealized +112.7%
CAT Caterpillar 0.1%
Value ($000) $158 Shares 332 Est. Cost $282.33 Unrealized +50.7%
VUG Vanguard Growth ETF 0.1%
Value ($000) $148 Shares 309 Est. Cost $108.08 Unrealized
XLE Energy Select Sector SPDR ETF 0.1%
Value ($000) $148 Shares 1,656 Est. Cost $9.03 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $145 Shares 2,167 Est. Cost $36.45 Unrealized +68.5%
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $141 Shares 978 Est. Cost $144.38 Unrealized
CCI Crown Castle Intl Co REIT 0.1%
Value ($000) $137 Shares 1,418 Est. Cost $92.01 Unrealized +7.7%
LLY Eli Lilly & Co 0.1%
Value ($000) $135 Shares 177 Est. Cost $615.59 Unrealized +20.6%
FUN Six Flags Entmt Corp 0.1%
Value ($000) $133 Shares 5,850 Est. Cost $45.74 Unrealized -41.9%
VFLO Victoryshares Free Cash Flow ETF 0.1%
Value ($000) $131 Shares 3,500 Est. Cost $37.50 Unrealized
NRG NRG Energy Inc 0.1%
Value ($000) $127 Shares 782 Est. Cost $72.06 Unrealized +115.5%
IWP iShares Russell Mid Cap Growth ETF 0.1%
Value ($000) $126 Shares 883 Est. Cost $75.57 Unrealized
NOW Service Now Inc 0.1%
Value ($000) $123 Shares 134 Est. Cost $84.11 Unrealized +122.1%
IBM IBM Corp 0.1%
Value ($000) $123 Shares 435 Est. Cost $136.15 Unrealized +90.6%
FLR Fluor Corp 0.1%
Value ($000) $118 Shares 2,800 Est. Cost $45.94 Unrealized +0.2%
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $117 Shares 2,183 Est. Cost $16.30 Unrealized
EMXC iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $117 Shares 103 Est. Cost $0.05 Unrealized
PWR Quanta Services Inc 0.1%
Value ($000) $115 Shares 278 Est. Cost $292.16 Unrealized +33.0%
BIIB Biogen Inc 0.1%
Value ($000) $115 Shares 820 Est. Cost $318.15 Unrealized -57.5%
SRE Sempra 0.1%
Value ($000) $115 Shares 1,274 Est. Cost $56.19 Unrealized +42.1%
SHOP Shopify Inc F Class A 0.1%
Value ($000) $113 Shares 762 Est. Cost $67.01 Unrealized +102.3%
AMD Advanced Micro Devic 0.1%
Value ($000) $113 Shares 698 Est. Cost $112.27 Unrealized +43.7%
VTV Vanguard Value ETF 0.1%
Value ($000) $110 Shares 585 Est. Cost $52.01 Unrealized
PH Parker-Hannifin Corp 0.1%
Value ($000) $108 Shares 143 Est. Cost $278.24 Unrealized +164.2%
IJR iShares Core S&P Small Cap ETF 0.1%
Value ($000) $108 Shares 912 Est. Cost $49.24 Unrealized
MSPRW MSP Recovery Inc 27 WTF Warrants Exp 05/20/27 0.1%
Value ($000) $105 Shares 58,108,301 Est. Cost $0.00 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $104 Shares 537 Est. Cost $183.62 Unrealized +11.4%
ICE Intercontinental Exchange Inc 0.1%
Value ($000) $101 Shares 600 Est. Cost $102.47 Unrealized +73.4%
NFLX Netflix Inc 0.1%
Value ($000) $100 Shares 83 Est. Cost $38.20 Unrealized +219.5%
DNP Select Income CF 0.1%
Value ($000) $98 Shares 9,750 Est. Cost $10.77 Unrealized
OWL Blue Owl Cap Inc Class A 0.1%
Value ($000) $97 Shares 5,700 Est. Cost $19.02 Unrealized 0.0%
ADBE Adobe Inc 0.1%
Value ($000) $96 Shares 271 Est. Cost $269.45 Unrealized +33.1%
QCOM Qualcomm Inc 0.1%
Value ($000) $94 Shares 567 Est. Cost $115.14 Unrealized +36.5%
OGE Oge Energy Corp 0.1%
Value ($000) $94 Shares 2,022 Est. Cost $43.45 Unrealized +3.0%
SBUX Starbucks Corp 0.1%
Value ($000) $93 Shares 1,098 Est. Cost $78.86 Unrealized +12.3%
COST Costco Wholesale Co 0.1%
Value ($000) $93 Shares 100 Est. Cost $440.58 Unrealized +117.1%
SCHI Schwab 5 10 Year Corp Bond ETF 0.1%
Value ($000) $91 Shares 3,958 Est. Cost $0.02 Unrealized
VZ Verizon Communicatn 0.1%
Value ($000) $90 Shares 2,047 Est. Cost $39.66 Unrealized +7.1%
JEPQ J P Morgan Nasdaq EQT PRM Inc ETF IV 0.1%
Value ($000) $88 Shares 1,527 Est. Cost $0.06 Unrealized
RIO Rio Tinto PLC F Sponsored ADR 0.1%
Value ($000) $88 Shares 1,329 Est. Cost $7.38 Unrealized
UNH UnitedHealth Group 0.1%
Value ($000) $87 Shares 252 Est. Cost $459.34 Unrealized -34.9%
HPQ HP Inc. 0.1%
Value ($000) $87 Shares 3,162 Est. Cost $16.22 Unrealized +61.2%
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $85 Shares 704 Est. Cost $86.04 Unrealized
BBVA Banco Bilbao Vizcaya A F Sponsored ADR 0.1%
Value ($000) $85 Shares 4,407 Est. Cost $14.09 Unrealized
ZTS Zoetis Inc Class A 0.1%
Value ($000) $84 Shares 577 Est. Cost $128.50 Unrealized +17.1%
APD Air PDTS & Chemicals 0.1%
Value ($000) $84 Shares 309 Est. Cost $272.09 Unrealized +4.9%
AMGN Amgen Inc. 0.1%
Value ($000) $83 Shares 293 Est. Cost $175.77 Unrealized +63.1%
ACN Accenture PLC F Class A 0.1%
Value ($000) $80 Shares 326 Est. Cost $192.03 Unrealized +35.7%
VMBS VGRD MBS ETF DV 0.1%
Value ($000) $78 Shares 1,651 Est. Cost $0.05 Unrealized
SNPS Synopsys Inc 0.1%
Value ($000) $77 Shares 157 Est. Cost $565.30 Unrealized 0.0%
FNDX Schwab Fundamental US Large Company ETF 0.1%
Value ($000) $77 Shares 2,922 Est. Cost $0.02 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $76 Shares 345 Est. Cost $215.04 Unrealized +4.0%
EXC Exelon Corp 0.1%
Value ($000) $76 Shares 1,692 Est. Cost $21.66 Unrealized +100.2%
COR Amerisourcebergen Corp 0.1%
Value ($000) $75 Shares 240 Est. Cost $67.21 Unrealized +336.7%
SYK Stryker Corp 0.1%
Value ($000) $73 Shares 198 Est. Cost $251.01 Unrealized +53.2%
UBER Uber Technologies Inc 0.1%
Value ($000) $73 Shares 747 Est. Cost $88.52 Unrealized +5.7%
SONY Sony Group Corp F Sponsored ADR 0.1%
Value ($000) $73 Shares 2,534 Est. Cost $5.80 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.0%
Value ($000) $70 Shares 351 Est. Cost $0.16 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $70 Shares 123 Est. Cost $487.84 Unrealized +15.3%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $70 Shares 869 Est. Cost $25.35 Unrealized
MCD McDonalds Corp 0.0%
Value ($000) $69 Shares 227 Est. Cost $289.96 Unrealized +3.9%
SPHD Invesco S&P 500 High Dividend Low Volatility 0.0%
Value ($000) $68 Shares 1,368 Est. Cost $49.46 Unrealized
FCX Freeprt Mcmorn CL B 0.0%
Value ($000) $66 Shares 1,689 Est. Cost $37.81 Unrealized +14.3%
TYL Tyler Technologies 0.0%
Value ($000) $65 Shares 125 Est. Cost $392.65 Unrealized +43.0%
MMM 3M Co 0.0%
Value ($000) $64 Shares 412 Est. Cost $143.03 Unrealized +7.0%
SCHR Schwab Intermediate-Term US TRS ETF 0.0%
Value ($000) $63 Shares 2,513 Est. Cost $0.02 Unrealized
BMNR Bitmine Immersion Tecnol 0.0%
Value ($000) $62 Shares 1,200 Est. Cost $50.65 Unrealized 0.0%
ETR Entergy Corp 0.0%
Value ($000) $62 Shares 668 Est. Cost $60.54 Unrealized +43.9%
MUFG Mitsubishi U F J Finan F Sponsored ADR 0.0%
Value ($000) $62 Shares 3,894 Est. Cost $10.84 Unrealized
PSX Phillips 66 0.0%
Value ($000) $61 Shares 450 Est. Cost $72.33 Unrealized +74.7%
LDOS Leidos HLDGS Inc 0.0%
Value ($000) $60 Shares 320 Est. Cost $173.36 Unrealized 0.0%
IDXX Idexx Laboratories Inc 0.0%
Value ($000) $60 Shares 94 Est. Cost $606.98 Unrealized 0.0%
NVS Novartis AG F Sponsored ADR 0.0%
Value ($000) $59 Shares 462 Est. Cost $25.90 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $58 Shares 636 Est. Cost $90.92 Unrealized
AON Aon PLC F Class A 0.0%
Value ($000) $58 Shares 162 Est. Cost $361.30 Unrealized +0.1%
AEP Amer Electric PWR Co 0.0%
Value ($000) $57 Shares 508 Est. Cost $65.97 Unrealized +64.0%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $57 Shares 610 Est. Cost $59.28 Unrealized
MLM Martin Marietta Material 0.0%
Value ($000) $55 Shares 87 Est. Cost $232.85 Unrealized +155.4%
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $55 Shares 289 Est. Cost $93.99 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $54 Shares 615 Est. Cost $66.07 Unrealized
NGG NTNL Grid PLC F Sponsored ADR 0.0%
Value ($000) $53 Shares 729 Est. Cost $68.23 Unrealized
IJH iShares Core S&P Mid Cap 0.0%
Value ($000) $53 Shares 809 Est. Cost $0.06 Unrealized
DUK Duke Power Co NC 0.0%
Value ($000) $52 Shares 417 Est. Cost $92.95 Unrealized +28.9%
ADM Archer Daniels-Midland 0.0%
Value ($000) $52 Shares 863 Est. Cost $57.76 Unrealized 0.0%
BAM Brookfiled Asset Manag F Class A 0.0%
Value ($000) $51 Shares 893 Est. Cost $27.10 Unrealized +116.6%
TRGP Targa Resources Corp 0.0%
Value ($000) $50 Shares 299 Est. Cost $40.17 Unrealized +311.1%
FNDE Schwab Fundamental Emerg MKTS LG Co ETF 0.0%
Value ($000) $50 Shares 1,374 Est. Cost $0.03 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $49 Shares 1,580 Est. Cost $0.03 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $49 Shares 1,069 Est. Cost $35.18 Unrealized +26.0%
EMB Emerging MKT Bond Fund 0.0%
Value ($000) $48 Shares 506 Est. Cost $0.09 Unrealized
CRM Salesforce 0.0%
Value ($000) $48 Shares 202 Est. Cost $297.50 Unrealized -15.5%
GRMN Garmin LTD F 0.0%
Value ($000) $47 Shares 192 Est. Cost $74.68 Unrealized +206.8%
TNGY Tortoise Energy FD ETF 0.0%
Value ($000) $47 Shares 5,148 Est. Cost $9.07 Unrealized
PNC PNC Finl Services 0.0%
Value ($000) $47 Shares 232 Est. Cost $112.80 Unrealized +73.5%
COF Capital One FC 0.0%
Value ($000) $46 Shares 218 Est. Cost $98.33 Unrealized +121.5%
VTEB Vanguard Muni BND Tax Exempt ETF 0.0%
Value ($000) $45 Shares 900 Est. Cost $0.05 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $44 Shares 656 Est. Cost $24.62 Unrealized +193.1%
OEF iShares S&P 100 ETF 0.0%
Value ($000) $44 Shares 133 Est. Cost $84.63 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $44 Shares 311 Est. Cost $99.68 Unrealized
GM General Motors Co 0.0%
Value ($000) $44 Shares 716 Est. Cost $55.79 Unrealized -0.4%
MDT Medtronic PLC F 0.0%
Value ($000) $42 Shares 440 Est. Cost $83.52 Unrealized +9.3%
FTCS First Trust Capital 0.0%
Value ($000) $42 Shares 449 Est. Cost $93.64 Unrealized
BSX Boston Scientific Co 0.0%
Value ($000) $41 Shares 424 Est. Cost $103.56 Unrealized 0.0%
WPC W.P. Carey Inc. REIT 0.0%
Value ($000) $41 Shares 600 Est. Cost $71.44 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $41 Shares 160 Est. Cost $0.23 Unrealized
CSGP Costar Group Inc 0.0%
Value ($000) $40 Shares 476 Est. Cost $77.58 Unrealized +13.9%
DPST Direxion Daily Reg BKS Bull 3X Shares 0.0%
Value ($000) $40 Shares 399 Est. Cost $100.05 Unrealized
VO Vanguard Mid Cap ETF 0.0%
Value ($000) $39 Shares 133 Est. Cost $0.26 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $39 Shares 1,005 Est. Cost $20.97 Unrealized +78.5%
CRCL Circle Internet Group In Class A 0.0%
Value ($000) $39 Shares 294 Est. Cost $158.24 Unrealized 0.0%
RDVY FT Rising Dividend Achievers ETF 0.0%
Value ($000) $38 Shares 567 Est. Cost $67.26 Unrealized
PAYC Paycom Software Inc 0.0%
Value ($000) $38 Shares 182 Est. Cost $164.70 Unrealized +36.3%
ABNB Airbnb Inc Class A 0.0%
Value ($000) $38 Shares 310 Est. Cost $154.43 Unrealized -16.2%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $37 Shares 1,170 Est. Cost $38.30 Unrealized -13.4%
ALC Alcon Inc F 0.0%
Value ($000) $36 Shares 487 Est. Cost $58.29 Unrealized +43.2%
TGT Target Corp 0.0%
Value ($000) $36 Shares 401 Est. Cost $171.26 Unrealized -43.5%
ATO Atmos Energy Corp 0.0%
Value ($000) $36 Shares 210 Est. Cost $92.51 Unrealized +73.0%
ASML Asml Holding NV 0.0%
Value ($000) $36 Shares 37 Est. Cost $0.65 Unrealized
TEL Te Connectivity PLC F 0.0%
Value ($000) $36 Shares 162 Est. Cost $146.90 Unrealized +36.2%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $35 Shares 1,054 Est. Cost $0.03 Unrealized
CHD Church & Dwight Co 0.0%
Value ($000) $35 Shares 400 Est. Cost $90.44 Unrealized +3.1%
MUSA Murphy USA Inc 0.0%
Value ($000) $35 Shares 90 Est. Cost $147.50 Unrealized +167.7%
CRWV Coreweave Inc Class A 0.0%
Value ($000) $34 Shares 250 Est. Cost $118.31 Unrealized 0.0%
HDB HDFC BK LTD F Sponsored ADR 0.0%
Value ($000) $34 Shares 996 Est. Cost $28.27 Unrealized
SAP SAP Se F Sponsored ADR 0.0%
Value ($000) $33 Shares 125 Est. Cost $98.49 Unrealized
MCHP Microchip Technology 0.0%
Value ($000) $33 Shares 519 Est. Cost $72.82 Unrealized -8.1%
INTU Intuit Inc 0.0%
Value ($000) $33 Shares 48 Est. Cost $719.44 Unrealized 0.0%
LEN Lennar Corp Class A 0.0%
Value ($000) $33 Shares 258 Est. Cost $44.66 Unrealized +176.7%
RCL Royal Caribbean Group F 0.0%
Value ($000) $32 Shares 100 Est. Cost $230.12 Unrealized +44.3%
WDAY Workday Inc Class A 0.0%
Value ($000) $32 Shares 133 Est. Cost $213.18 Unrealized +8.5%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $32 Shares 103 Est. Cost $266.65 Unrealized +12.6%
ECL Ecolab Inc 0.0%
Value ($000) $32 Shares 116 Est. Cost $216.08 Unrealized +25.1%
ARLP Alliance Resource Par LP 0.0%
Value ($000) $32 Shares 1,253 Est. Cost $0.02 Unrealized
RF Regions Financial 0.0%
Value ($000) $32 Shares 1,186 Est. Cost $18.41 Unrealized +38.7%
B Barrick MNG Corp F 0.0%
Value ($000) $31 Shares 959 Est. Cost $25.15 Unrealized 0.0%
TDY Teledyne Technologie 0.0%
Value ($000) $31 Shares 53 Est. Cost $405.80 Unrealized +34.9%
MKL Markel Corp 0.0%
Value ($000) $31 Shares 16 Est. Cost $1261.86 Unrealized +55.4%
IXC iShares Global Energy ETF 0.0%
Value ($000) $30 Shares 730 Est. Cost $41.75 Unrealized
F Ford Motor Co 0.0%
Value ($000) $30 Shares 2,526 Est. Cost $7.85 Unrealized +44.2%
Applera Appld Biosys 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $25.04 Unrealized
JEPI JPMorgan Equity Premium Income ETF 0.0%
Value ($000) $30 Shares 523 Est. Cost $11.42 Unrealized
GDXJ JR. Gold Miners ETF 0.0%
Value ($000) $30 Shares 300 Est. Cost $0.04 Unrealized
ISRG Intuitive Surgical 0.0%
Value ($000) $30 Shares 66 Est. Cost $313.23 Unrealized +53.2%
RYAAY Ryanair HLDGS PLC F Sponsored ADR 0.0%
Value ($000) $29 Shares 484 Est. Cost $26.03 Unrealized
USB US Bancorp (usb) 0.0%
Value ($000) $29 Shares 596 Est. Cost $31.17 Unrealized +48.7%
Teucrium Wheat ETF 0.0%
Value ($000) $29 Shares 7,000 Est. Cost $4.11 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $29 Shares 353 Est. Cost $60.38 Unrealized +18.2%
SMFG Sumitomo Mitsui Finl G F Unsponsored ADR 0.0%
Value ($000) $29 Shares 1,706 Est. Cost $16.74 Unrealized
SO Southern Company (so) 0.0%
Value ($000) $28 Shares 300 Est. Cost $63.75 Unrealized +44.6%
WMB Williams Cos Inc 0.0%
Value ($000) $28 Shares 445 Est. Cost $25.21 Unrealized +129.3%
ADP Auto Data Processing 0.0%
Value ($000) $28 Shares 94 Est. Cost $108.86 Unrealized +173.6%
NKE Nike Inc Class B 0.0%
Value ($000) $27 Shares 386 Est. Cost $56.59 Unrealized +30.4%
SCHF Schwab International Equity 0.0%
Value ($000) $27 Shares 1,160 Est. Cost $0.02 Unrealized
XLV Select Sector Health Care SPDR ETF 0.0%
Value ($000) $27 Shares 193 Est. Cost $7.34 Unrealized
RPM RPM Interntnl 0.0%
Value ($000) $27 Shares 227 Est. Cost $68.88 Unrealized +74.2%
PANW Palo Alto Networks 0.0%
Value ($000) $27 Shares 131 Est. Cost $168.54 Unrealized +13.6%
EMLP First Trust North American Energ ETF 0.0%
Value ($000) $26 Shares 690 Est. Cost $24.64 Unrealized
AIG American Intl Group 0.0%
Value ($000) $26 Shares 336 Est. Cost $73.69 Unrealized +7.4%
VFH Vanguard Financials ETF 0.0%
Value ($000) $26 Shares 200 Est. Cost $70.00 Unrealized
DMLP Dorchester Minerals L LP 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $12.42 Unrealized
AWK American Water Works 0.0%
Value ($000) $26 Shares 185 Est. Cost $121.75 Unrealized +15.0%
MELI Mercadolibre Inc 0.0%
Value ($000) $26 Shares 11 Est. Cost $1689.46 Unrealized +42.1%
SPHQ Invesco S&P 500 Quality ETF 0.0%
Value ($000) $26 Shares 350 Est. Cost $48.57 Unrealized
FMX Fomento Economico Mexi F Sponsored ADR 0.0%
Value ($000) $26 Shares 259 Est. Cost $75.70 Unrealized
PPG PPG Industries 0.0%
Value ($000) $26 Shares 243 Est. Cost $120.67 Unrealized -8.9%
EVRG Evergy Inc 0.0%
Value ($000) $25 Shares 330 Est. Cost $54.87 Unrealized +28.0%
PIMCO Corporate Opp Fund 0.0%
Value ($000) $25 Shares 1,713 Est. Cost $0.01 Unrealized
MSPR MSP Recovery Inc Class A 0.0%
Value ($000) $25 Shares 22,003 Est. Cost $4.40 Unrealized 0.0%
QQQI Neos Nasdaq 100 High Income ETF 0.0%
Value ($000) $25 Shares 453 Est. Cost $48.22 Unrealized
TJX TJX Companies Inc 0.0%
Value ($000) $24 Shares 168 Est. Cost $42.48 Unrealized +211.4%
IWR iShares Russell Mid Cap ETF 0.0%
Value ($000) $24 Shares 247 Est. Cost $72.42 Unrealized
MU Micron Technology 0.0%
Value ($000) $24 Shares 142 Est. Cost $40.59 Unrealized +214.9%
NVO Novo-Nordisk As Vormal F Sponsored ADR 0.0%
Value ($000) $24 Shares 425 Est. Cost $0.10 Unrealized
GPIQ Goldman Sachs Nasdaq 100 Cre ETF IV 0.0%
Value ($000) $23 Shares 445 Est. Cost $41.27 Unrealized
QDVO Amplify CWP Growth And Incm ETF 0.0%
Value ($000) $23 Shares 792 Est. Cost $29.04 Unrealized
Totalenergies Se F Sponsored ADR 0.0%
Value ($000) $23 Shares 378 Est. Cost $6.57 Unrealized
CCOI Cogent Communications Holdings Inc 0.0%
Value ($000) $23 Shares 590 Est. Cost $64.78 Unrealized -36.7%
NPO Enpro Industries Inc 0.0%
Value ($000) $23 Shares 100 Est. Cost $84.73 Unrealized +154.8%
DEO Diageo PLC F Sponsored ADR 0.0%
Value ($000) $22 Shares 234 Est. Cost $162.59 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $22 Shares 110 Est. Cost $92.86 Unrealized +113.6%
GLPI Gaming & Leisure PPT REIT 0.0%
Value ($000) $22 Shares 465 Est. Cost $49.46 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $22 Shares 4 Est. Cost $2033.83 Unrealized +173.6%
CTRA Coterra Energy Inc 0.0%
Value ($000) $21 Shares 905 Est. Cost $13.08 Unrealized +82.0%
SCHW Charles Schwab & Co 0.0%
Value ($000) $21 Shares 224 Est. Cost $64.56 Unrealized +46.4%
MFC Manulife Finl F 0.0%
Value ($000) $21 Shares 686 Est. Cost $17.88 Unrealized +72.5%
HLN Haleon PLC F Sponsored ADR 0.0%
Value ($000) $21 Shares 2,381 Est. Cost $0.01 Unrealized
CSX CSX Corp 0.0%
Value ($000) $21 Shares 600 Est. Cost $30.86 Unrealized +9.9%
STZ Constellation Brand Class A 0.0%
Value ($000) $21 Shares 158 Est. Cost $171.62 Unrealized -8.2%
SYY Sysco Corp 0.0%
Value ($000) $21 Shares 250 Est. Cost $59.42 Unrealized +32.7%
GLP Global Partners LP LP 0.0%
Value ($000) $20 Shares 420 Est. Cost $16.67 Unrealized
OSK Oshkosh Truck Corp 0.0%
Value ($000) $20 Shares 152 Est. Cost $101.52 Unrealized +29.5%
RELL Richardson Electrs 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $10.23 Unrealized -4.8%
C Citigroup Inc 0.0%
Value ($000) $19 Shares 192 Est. Cost $94.11 Unrealized 0.0%
ENB Enbridge Inc F 0.0%
Value ($000) $19 Shares 384 Est. Cost $32.91 Unrealized +40.1%
CFR Cullen Frost Bankers 0.0%
Value ($000) $19 Shares 151 Est. Cost $82.66 Unrealized +55.2%
PR Permian Resources Corp Class A 0.0%
Value ($000) $19 Shares 1,465 Est. Cost $14.32 Unrealized -4.2%
ADSK Autodesk Inc 0.0%
Value ($000) $19 Shares 59 Est. Cost $202.78 Unrealized +50.3%
PNNT Pennantpark Invt Corp 0.0%
Value ($000) $19 Shares 2,762 Est. Cost $6.55 Unrealized 0.0%
IWS iShares Russell Mid Cap Value ETF 0.0%
Value ($000) $18 Shares 128 Est. Cost $40.05 Unrealized
XOP SPDR S&P Oil & Gas Expl & Prod ETF 0.0%
Value ($000) $18 Shares 135 Est. Cost $95.94 Unrealized
TAN Invesco Solar 0.0%
Value ($000) $17 Shares 398 Est. Cost $43.63 Unrealized
BHP BHP Group LTD F Forward Split 0.0%
Value ($000) $17 Shares 310 Est. Cost $56.38 Unrealized
EQIX Equinix, Inc. 0.0%
Value ($000) $17 Shares 22 Est. Cost $733.71 Unrealized +5.5%
CBRL Cracker Barrel Old Count 0.0%
Value ($000) $17 Shares 382 Est. Cost $56.91 Unrealized +0.2%
BAP Credicorp LTD F 0.0%
Value ($000) $17 Shares 63 Est. Cost $126.80 Unrealized +95.1%
ELS Equity Lifestyle PPT REIT 0.0%
Value ($000) $16 Shares 268 Est. Cost $58.05 Unrealized
NTES Netease Inc F Sponsored ADR 0.0%
Value ($000) $16 Shares 107 Est. Cost $151.99 Unrealized
Tortoise Energy Infrastr 0.0%
Value ($000) $16 Shares 370 Est. Cost $15.31 Unrealized
SCHC Schwab International Small-Cap Eq ETF 0.0%
Value ($000) $16 Shares 348 Est. Cost $0.03 Unrealized
CIBR First Trust Nasdaq CYBRSCRTY ETF 0.0%
Value ($000) $16 Shares 206 Est. Cost $0.06 Unrealized
SPYI Neos S And P 500 High Income ETF 0.0%
Value ($000) $15 Shares 294 Est. Cost $38.97 Unrealized
GMAB Genmab A/S F Sponsored ADR 0.0%
Value ($000) $15 Shares 498 Est. Cost $7.23 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $15 Shares 196 Est. Cost $100.11 Unrealized -26.9%
LIN Linde PLC F 0.0%
Value ($000) $15 Shares 31 Est. Cost $322.30 Unrealized +46.0%
RSPH Invsc SP 500 Eql WGHT HLTH Care ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $32.03 Unrealized
MYGN Myriad Genetics Inc 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $33.74 Unrealized -82.4%
IT Gartner Inc 0.0%
Value ($000) $14 Shares 55 Est. Cost $123.19 Unrealized +136.8%
NXPI NXP Semiconductors F 0.0%
Value ($000) $14 Shares 63 Est. Cost $85.78 Unrealized +160.0%
PHYS Sprott Physical Gold Etv 0.0%
Value ($000) $14 Shares 485 Est. Cost $0.02 Unrealized
TRP TC Energy Corp F 0.0%
Value ($000) $14 Shares 260 Est. Cost $39.47 Unrealized +27.2%
IEMG iShares Core MSCI Emerging ETF 0.0%
Value ($000) $14 Shares 213 Est. Cost $44.72 Unrealized
CUZ Cousins Properties 0.0%
Value ($000) $14 Shares 479 Est. Cost $35.49 Unrealized
MDLZ Mondelez Intl Class A 0.0%
Value ($000) $14 Shares 219 Est. Cost $61.82 Unrealized +2.6%
ZIM Zim Integrated Shipping 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $15.75 Unrealized -3.6%
GEHC GE Healthcare Technologi 0.0%
Value ($000) $13 Shares 175 Est. Cost $71.08 Unrealized +4.9%
VEU Vanguard Tse All World 0.0%
Value ($000) $13 Shares 178 Est. Cost $71.37 Unrealized
PXF Invesco FTSE Rafi Developed Markets 0.0%
Value ($000) $12 Shares 204 Est. Cost $0.05 Unrealized
ONEQ Fidelity Nasdaq Composite Indx ETF 0.0%
Value ($000) $12 Shares 137 Est. Cost $89.13 Unrealized
TMO Thermo Electron Corp 0.0%
Value ($000) $12 Shares 25 Est. Cost $538.22 Unrealized -13.6%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $12 Shares 176 Est. Cost $0.05 Unrealized
TLK Telekominik Indonesia F Sponsored ADR 0.0%
Value ($000) $12 Shares 622 Est. Cost $24.12 Unrealized
RDW Redwire Corp 0.0%
Value ($000) $12 Shares 1,280 Est. Cost $10.42 Unrealized +12.3%
Invesco Municipal Trust 0.0%
Value ($000) $11 Shares 1,189 Est. Cost $0.01 Unrealized
RSPM Invsc SP 500 Equal Weight Matrl ETF 0.0%
Value ($000) $11 Shares 350 Est. Cost $37.17 Unrealized
FPE First Trust Preferred Sec & Inc ETF 0.0%
Value ($000) $11 Shares 628 Est. Cost $0.02 Unrealized
AMZA Infracap MLP ETF 0.0%
Value ($000) $11 Shares 285 Est. Cost $10.77 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $11 Shares 249 Est. Cost $40.34 Unrealized 0.0%
HDV iShares Core High Dividend ETF 0.0%
Value ($000) $11 Shares 92 Est. Cost $90.24 Unrealized
SE Sea LTD F Unsponsored ADR 0.0%
Value ($000) $11 Shares 63 Est. Cost $178.73 Unrealized
XYZ Square Inc 0.0%
Value ($000) $11 Shares 155 Est. Cost $74.85 Unrealized 0.0%
LUV Southwest Airlines 0.0%
Value ($000) $11 Shares 348 Est. Cost $37.41 Unrealized -13.3%
EBAY eBay Inc 0.0%
Value ($000) $11 Shares 120 Est. Cost $50.72 Unrealized +73.4%
APA Apa Corp 0.0%
Value ($000) $11 Shares 442 Est. Cost $20.82 Unrealized 0.0%
KMB Kimberly Clark Corp 0.0%
Value ($000) $11 Shares 85 Est. Cost $124.94 Unrealized +1.5%
MOS The Mosaic Co 0.0%
Value ($000) $10 Shares 300 Est. Cost $25.86 Unrealized +31.3%
PFLT Pennantpark Cap LTD 0.0%
Value ($000) $10 Shares 1,146 Est. Cost $9.53 Unrealized 0.0%
MUR Murphy Oil Corp HLDG 0.0%
Value ($000) $10 Shares 360 Est. Cost $24.58 Unrealized -0.2%
NICE Nice LTD F Sponsored ADR 0.0%
Value ($000) $10 Shares 70 Est. Cost $144.79 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $10 Shares 48 Est. Cost $0.18 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $20.41 Unrealized
XLB SPDR Fund Materials Select Sectr ETF 0.0%
Value ($000) $10 Shares 111 Est. Cost $9.08 Unrealized
EXPD Expeditors Intl Wash 0.0%
Value ($000) $10 Shares 80 Est. Cost $97.86 Unrealized +20.9%
Guggenheim Strategic Opp 0.0%
Value ($000) $10 Shares 639 Est. Cost $0.01 Unrealized
WCC Wesco International 0.0%
Value ($000) $10 Shares 45 Est. Cost $209.31 Unrealized 0.0%
NMFC New Mountain Finance Corp 0.0%
Value ($000) $9 Shares 969 Est. Cost $9.75 Unrealized 0.0%
DAL Delta Air Lines Inc Del 0.0%
Value ($000) $9 Shares 163 Est. Cost $56.83 Unrealized 0.0%
SLB Schlumberger LTD F 0.0%
Value ($000) $9 Shares 265 Est. Cost $48.93 Unrealized -29.8%
TAP Molson Coors Beverage CL Class B 0.0%
Value ($000) $9 Shares 200 Est. Cost $47.91 Unrealized +1.3%
GL Globe Life Inc 0.0%
Value ($000) $9 Shares 62 Est. Cost $135.24 Unrealized 0.0%
FLYW Flywire Corp 0.0%
Value ($000) $9 Shares 646 Est. Cost $12.30 Unrealized 0.0%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $9 Shares 150 Est. Cost $52.75 Unrealized +2.8%
NEE Nextera Energy Inc 0.0%
Value ($000) $9 Shares 113 Est. Cost $74.86 Unrealized -3.5%
CNI Canadian Natl Railwy F 0.0%
Value ($000) $8 Shares 89 Est. Cost $69.22 Unrealized +38.7%
BOTZ Global X Robotics & Artfcl Intllgnc ETF 0.0%
Value ($000) $8 Shares 234 Est. Cost $0.03 Unrealized
MHK Mohawk Industries 0.0%
Value ($000) $8 Shares 64 Est. Cost $123.84 Unrealized 0.0%
TMUS T-Mobile US Inc 0.0%
Value ($000) $8 Shares 34 Est. Cost $187.42 Unrealized +28.2%
GIS General Mills Inc 0.0%
Value ($000) $8 Shares 160 Est. Cost $56.89 Unrealized -13.1%
ARES Ares Management Corp Class A 0.0%
Value ($000) $8 Shares 50 Est. Cost $80.33 Unrealized +121.9%
MHO M / I Homes Inc 0.0%
Value ($000) $8 Shares 55 Est. Cost $135.28 Unrealized 0.0%
CZR Caesars Entmt Inc New 0.0%
Value ($000) $8 Shares 289 Est. Cost $27.09 Unrealized 0.0%
Abrdn Healthcare Opportu 0.0%
Value ($000) $8 Shares 450 Est. Cost $9.62 Unrealized
ALL Allstate Corp (all) 0.0%
Value ($000) $8 Shares 35 Est. Cost $200.20 Unrealized 0.0%
MSI Movie Star Inc 0.0%
Value ($000) $7 Shares 16 Est. Cost $448.33 Unrealized 0.0%
TTWO Take Two Interactv 0.0%
Value ($000) $7 Shares 28 Est. Cost $173.43 Unrealized +36.5%
EA Electronic Arts Inc 0.0%
Value ($000) $7 Shares 35 Est. Cost $124.94 Unrealized +32.3%
IJK iShares S&P Mid Cap 400 GRWTH ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $0.07 Unrealized
PIMCO Dynamic Income Opp 0.0%
Value ($000) $7 Shares 484 Est. Cost $0.01 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $7 Shares 49 Est. Cost $159.11 Unrealized -16.8%
WBD Warner Brothers Discover 0.0%
Value ($000) $7 Shares 350 Est. Cost $12.57 Unrealized +8.4%
DG Dollar General Corp 0.0%
Value ($000) $7 Shares 65 Est. Cost $81.25 Unrealized +34.1%
XLY SPDR Fund Consumer Discre Select ETF 0.0%
Value ($000) $7 Shares 28 Est. Cost $178.57 Unrealized
ICLR Icon PLC 0.0%
Value ($000) $7 Shares 38 Est. Cost $258.75 Unrealized -35.3%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $7 Shares 304 Est. Cost $0.02 Unrealized
PFG Principal Finl 0.0%
Value ($000) $6 Shares 78 Est. Cost $54.80 Unrealized +43.5%
XLF Select STR Financial Select SPDR ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $5.59 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $6 Shares 24 Est. Cost $197.50 Unrealized +30.3%
GBDC Golub Capital BDC Inc 0.0%
Value ($000) $6 Shares 460 Est. Cost $9.99 Unrealized +40.2%
ELF E L F Beauty Inc 0.0%
Value ($000) $6 Shares 47 Est. Cost $123.34 Unrealized 0.0%
XLI Select Sector Industrial SPDR ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $100.00 Unrealized
CLX Clorox Corp 0.0%
Value ($000) $6 Shares 50 Est. Cost $130.41 Unrealized -6.3%
PIMCO Dynamic Income CF 0.0%
Value ($000) $6 Shares 304 Est. Cost $0.02 Unrealized
BTCI Neos Bitcoin High Income ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $59.41 Unrealized
MCY Mercury Gen Corp New 0.0%
Value ($000) $6 Shares 70 Est. Cost $53.71 Unrealized +37.4%
SPMO Invsc S P 500 Momentum ETF 0.0%
Value ($000) $6 Shares 49 Est. Cost $121.06 Unrealized
ES Eversource Energy 0.0%
Value ($000) $6 Shares 83 Est. Cost $68.99 Unrealized -7.0%
ALGN Align Technology Inc 0.0%
Value ($000) $6 Shares 46 Est. Cost $230.72 Unrealized -32.1%
AZN Astrazeneca PLC 0.0%
Value ($000) $6 Shares 75 Est. Cost $0.07 Unrealized
CB Chubb LTD F 0.0%
Value ($000) $6 Shares 20 Est. Cost $129.19 Unrealized +113.0%
ARCC Ares Capital Corp 0.0%
Value ($000) $6 Shares 270 Est. Cost $13.96 Unrealized +52.7%
Neuberger Bermn Real Est 0.0%
Value ($000) $5 Shares 1,700 Est. Cost $0.00 Unrealized
IJJ iShares S&P Mid Cap 400 Value ETF 0.0%
Value ($000) $5 Shares 42 Est. Cost $0.10 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $5 Shares 71 Est. Cost $85.94 Unrealized -21.1%
Western Asset Mortgage O 0.0%
Value ($000) $5 Shares 450 Est. Cost $0.01 Unrealized
HAE Haemonetics Corp Mass 0.0%
Value ($000) $5 Shares 107 Est. Cost $61.90 Unrealized 0.0%
FVD First Trust Value Dividend Index ETF 0.0%
Value ($000) $5 Shares 109 Est. Cost $46.24 Unrealized
BAH Booz Allen Hamilton Class A 0.0%
Value ($000) $5 Shares 50 Est. Cost $150.56 Unrealized -30.2%
BLOX Nicholas Crypto Income ETF 0.0%
Value ($000) $5 Shares 205 Est. Cost $24.31 Unrealized
HRZN Horizon Tech Fin 0.0%
Value ($000) $5 Shares 800 Est. Cost $8.05 Unrealized -19.2%
NSP Insperity Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $72.52 Unrealized -26.4%
VNQI Vanguard Global Ex-US Real Estate 0.0%
Value ($000) $5 Shares 103 Est. Cost $0.04 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $5 Shares 35 Est. Cost $94.44 Unrealized
SW Smurfit Westrock LTD F 0.0%
Value ($000) $5 Shares 115 Est. Cost $43.84 Unrealized +2.7%
NUE Nucor Corp 0.0%
Value ($000) $5 Shares 35 Est. Cost $99.29 Unrealized +41.5%
SONO Sonos Inc 0.0%
Value ($000) $5 Shares 300 Est. Cost $22.42 Unrealized -42.8%
OPTU Altice U S A Inc Class A 0.0%
Value ($000) $5 Shares 1,925 Est. Cost $22.81 Unrealized -89.2%
CLB Core Laboratories Inc 0.0%
Value ($000) $5 Shares 372 Est. Cost $22.46 Unrealized -47.9%
TLTP Amplify Bloomberg US TR 12 PR In ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $0.02 Unrealized
IRDM Iridium Communications I 0.0%
Value ($000) $4 Shares 255 Est. Cost $24.71 Unrealized 0.0%
IP Interntnl Paper 0.0%
Value ($000) $4 Shares 95 Est. Cost $36.27 Unrealized +32.3%
ASO Academy Sports & Outdoor 0.0%
Value ($000) $4 Shares 87 Est. Cost $15.69 Unrealized +223.8%
OMAH Vistashares TR 15 Ber Sel Inc ETF 0.0%
Value ($000) $4 Shares 225 Est. Cost $0.02 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $19.08 Unrealized +63.7%
HYG iShares iBoxx $ High Yield Corporate BD 0.0%
Value ($000) $4 Shares 52 Est. Cost $81.19 Unrealized
STLD Steel Dynamics Inc 0.0%
Value ($000) $4 Shares 30 Est. Cost $28.20 Unrealized +362.4%
NLOP Net Lease Office PPTYS 0.0%
Value ($000) $4 Shares 141 Est. Cost $0.02 Unrealized
APLE Apple Hospitality REIT I REIT 0.0%
Value ($000) $4 Shares 344 Est. Cost $20.35 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $114.89 Unrealized
NU Nu HLDGS LTD F Class A 0.0%
Value ($000) $4 Shares 257 Est. Cost $13.95 Unrealized 0.0%
TWLO Twilio Inc Class A 0.0%
Value ($000) $4 Shares 40 Est. Cost $59.02 Unrealized +90.8%
PXH Invesco FTSE Rafi Emerging Markets ETF 0.0%
Value ($000) $4 Shares 144 Est. Cost $0.02 Unrealized
MET Metlife Inc 0.0%
Value ($000) $4 Shares 44 Est. Cost $68.14 Unrealized +14.3%
BALL Ball Corp 0.0%
Value ($000) $4 Shares 70 Est. Cost $63.09 Unrealized -14.9%
ALM Almonty Inds Inc F 0.0%
Value ($000) $3 Shares 555 Est. Cost $4.80 Unrealized 0.0%
SEG Seaport Entertainment Group 0.0%
Value ($000) $3 Shares 145 Est. Cost $28.41 Unrealized -17.3%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $3 Shares 8 Est. Cost $0.38 Unrealized
XLP SPDR Fund Consumer Staples ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
ETHA iShares Ethereum Trust ETF IV 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.51 Unrealized
WY Weyerhaeuser Co REIT 0.0%
Value ($000) $3 Shares 120 Est. Cost $31.98 Unrealized -21.2%
CCL Carnival Corp F 0.0%
Value ($000) $3 Shares 100 Est. Cost $8.62 Unrealized +250.3%
SAIC Science Applications 0.0%
Value ($000) $3 Shares 29 Est. Cost $131.93 Unrealized -15.3%
ETSY Etsy Inc 0.0%
Value ($000) $3 Shares 42 Est. Cost $91.30 Unrealized -34.6%
SOFI Sofi Technologies Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $14.45 Unrealized +64.3%
AROC Archrock Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $8.70 Unrealized +172.0%
DD DuPont De Nemours Inc 0.0%
Value ($000) $3 Shares 32 Est. Cost $27.31 Unrealized +14.0%
LQD iShares iBoxx Invt Grade Bond ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $136.36 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $32.00 Unrealized
NEO Neogenomics Inc 0.0%
Value ($000) $2 Shares 300 Est. Cost $28.80 Unrealized -75.7%
DOW Dow Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $41.59 Unrealized -41.5%
HAUZ Xtrackers International Real Estate ETF 0.0%
Value ($000) $2 Shares 96 Est. Cost $0.02 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $2 Shares 142 Est. Cost $13.14 Unrealized +32.7%
VT Vanguard Total World Stock ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $0.13 Unrealized
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $2 Shares 142 Est. Cost $21.88 Unrealized
TLTW iShares 20 PLS YR TRSY BD BYT ST ETF 0.0%
Value ($000) $2 Shares 90 Est. Cost $0.02 Unrealized
APPS Digital Turbine Inc 0.0%
Value ($000) $2 Shares 313 Est. Cost $4.11 Unrealized +20.8%
Western Asset Diversifie 0.0%
Value ($000) $2 Shares 125 Est. Cost $0.01 Unrealized
WAB Wabtec 0.0%
Value ($000) $2 Shares 9 Est. Cost $84.00 Unrealized +134.5%
SOBO South Bow Corp F 0.0%
Value ($000) $1 Shares 52 Est. Cost $24.08 Unrealized +12.9%
AGNC A G N C Investment Corp REIT 0.0%
Value ($000) $1 Shares 150 Est. Cost $9.94 Unrealized
ARM Arm HLDGS PLC F Unsponsored ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $0.20 Unrealized
TDAQ Tappalpha Innov 100 GR And Da In ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.20 Unrealized
RWX SPDR Dow Jones Inter Real Estate ETF 0.0%
Value ($000) $1 Shares 47 Est. Cost $42.55 Unrealized
TSPY Tappalpha SPY Growt And Daly Inc ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $0.02 Unrealized
XIFR Nextera Energy Partne LP 0.0%
Value ($000) $1 Shares 125 Est. Cost $83.68 Unrealized -88.4%
EL Estee Lauder Co Inc Class A 0.0%
Value ($000) $1 Shares 11 Est. Cost $108.54 Unrealized -18.5%
NLY Annaly Capital MGMT REIT 0.0%
Value ($000) $1 Shares 41 Est. Cost $2.26 Unrealized
PIMCO Access Income CF 0.0%
Value ($000) $1 Shares 50 Est. Cost Unrealized
KD KYNDRYL HLDGS Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.59 Unrealized +59.1%
XLRE Real Estate Select SCTR SPDR ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
OXY/WS Occidental Petrol 27 WTS Warrants Exp 08/03/27 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
MSPRZ MSP Recovery Inc 27 WTF Warrants Exp 05/23/27 0.0%
Value ($000) $1 Shares 30,000 Est. Cost $0.00 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.28 Unrealized -20.4%
EFXT Enerflex LTD F 0.0%
Value ($000) $1 Shares 51 Est. Cost $5.34 Unrealized +73.7%
GME Gamestop Corp Class A 0.0%
Value ($000) $0 Shares 16 Est. Cost $19.82 Unrealized +19.6%
PIMCO Income Strategies Fund II 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
PINS Pinterest Inc Class A 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.42 Unrealized -8.0%
LEG Leggett & Platt Inc 0.0%
Value ($000) $0 Shares 19 Est. Cost $33.67 Unrealized -71.7%
WW WW Intl Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $34.35 Unrealized 0.0%
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $8.22 Unrealized +16.3%