Virtue Capital Management, LLC Diversified Active

CIK: 0001729985 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 15, 2022

Total Value ($000): $636,785 (99.0% shares, 1.0% debt)

Holdings (263)

SHV ISHARES TRUST SHORT TREAS BD ETF 17.5%
Value ($000) $111,286 Shares 1,011,689 Est. Cost $110.11 Unrealized
MINT PIMCO ETF TRUST ENHAN SHRT MA AC ETF 12.4%
Value ($000) $78,926 Shares 798,358 Est. Cost $99.12 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF 12.0%
Value ($000) $76,289 Shares 1,731,086 Est. Cost $44.10 Unrealized
FLTR VANECK ETF TRUST IG FLOATING RATE ETF 12.0%
Value ($000) $76,204 Shares 3,067,774 Est. Cost $24.68 Unrealized
VTIP VANGUARD STRM INFPROIDX ETF 4.5%
Value ($000) $28,856 Shares 599,793 Est. Cost $49.43 Unrealized
FXH FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF 2.3%
Value ($000) $14,534 Shares 149,526 Est. Cost $107.67 Unrealized
FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 2.2%
Value ($000) $14,159 Shares 907,060 Est. Cost $12.78 Unrealized
FXU FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 2.0%
Value ($000) $12,864 Shares 421,083 Est. Cost $31.83 Unrealized
FXG FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 2.0%
Value ($000) $12,791 Shares 224,913 Est. Cost $61.15 Unrealized
BKLN INVESCO EXCHANGE TRADED FUND T SR LN ETF 1.5%
Value ($000) $9,483 Shares 469,671 Est. Cost $20.19 Unrealized
SHYG ISHARES TRUST 0-5YR HI YL CP ETF 1.4%
Value ($000) $8,886 Shares 222,494 Est. Cost $39.94 Unrealized
TIP ISHARES TRUST TIPS BD ETF 1.3%
Value ($000) $8,564 Shares 81,640 Est. Cost $105.59 Unrealized
JPST JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF 1.0%
Value ($000) $6,514 Shares 129,866 Est. Cost $50.26 Unrealized
VPU VANGUARD UTILITIES ETF 0.9%
Value ($000) $5,793 Shares 40,723 Est. Cost $145.56 Unrealized
AAPL APPLE INC COM 0.8%
Value ($000) $5,375 Shares 38,893 Est. Cost $116.38 Unrealized +32.6%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.8%
Value ($000) $4,863 Shares 53,091 Est. Cost $91.51 Unrealized
TLT ISHARES TRUST 20 YR TR BD ETF 0.8%
Value ($000) $4,820 Shares 47,048 Est. Cost $139.32 Unrealized
IVV ISHARES TRUST CORE S&P500 ETF 0.6%
Value ($000) $4,080 Shares 11,377 Est. Cost $358.62 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF 0.5%
Value ($000) $3,470 Shares 27,262 Est. Cost $124.59 Unrealized
MSFT MICROSOFT CORP COM 0.5%
Value ($000) $3,415 Shares 14,662 Est. Cost $192.22 Unrealized +33.6%
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.5%
Value ($000) $2,971 Shares 44,526 Est. Cost $67.95 Unrealized
FTCS FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF 0.5%
Value ($000) $2,920 Shares 43,960 Est. Cost $81.55 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF 0.5%
Value ($000) $2,889 Shares 48,703 Est. Cost $59.58 Unrealized
PDBC INVESCO EXCHANGE TRADED FUND T OPTIMUM YIELD ETF 0.4%
Value ($000) $2,675 Shares 165,326 Est. Cost $16.18 Unrealized
LQD ISHARES TRUST IBOXX INV CP ETF 0.4%
Value ($000) $2,584 Shares 25,220 Est. Cost $124.94 Unrealized
IWS ISHARES TRUST RUS MDCP VAL ETF 0.4%
Value ($000) $2,291 Shares 23,849 Est. Cost $96.06 Unrealized
JMST JP MORGAN ETF TRUST ULTRA SHRT MUNICIPAL INC ETF 0.3%
Value ($000) $2,176 Shares 43,258 Est. Cost $50.78 Unrealized
PROSHARES TRUST SHORT S&P 500 NE ETF 0.3%
Value ($000) $2,056 Shares 119,009 Est. Cost $16.27 Unrealized
AWK AMER WATER WORKS CO INC COM 0.3%
Value ($000) $1,984 Shares 15,241 Est. Cost $142.68 Unrealized -1.9%
VTWG VANGUARD VNG RUS2000GRW ETF 0.3%
Value ($000) $1,846 Shares 12,276 Est. Cost $191.33 Unrealized
UCON FIRST TR EXCHANGE TRADED FD VI TCW UNCONSTRAI ETF 0.3%
Value ($000) $1,788 Shares 75,072 Est. Cost $24.39 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.3%
Value ($000) $1,765 Shares 26,947 Est. Cost $65.11 Unrealized
SCO PROSHARES TRUST II ULTRASHORT BLOOMBERG CRUDE OIL 0.3%
Value ($000) $1,723 Shares 56,917 Est. Cost $26.03 Unrealized
VTWV VANGUARD VNG RUS2000VAL ETF 0.3%
Value ($000) $1,703 Shares 15,034 Est. Cost $131.78 Unrealized
FVD FIRST TST VALUE LI SHS ETF 0.3%
Value ($000) $1,697 Shares 47,428 Est. Cost $41.93 Unrealized
DVY ISHARES TRUST SELECT DIVID ETF 0.3%
Value ($000) $1,657 Shares 15,450 Est. Cost $115.39 Unrealized
SOXX ISHARES TRUST ISHARES SEMICONDUCTOR ETF 0.3%
Value ($000) $1,628 Shares 5,108 Est. Cost $388.17 Unrealized
GLD SPDR GOLD TRUST GOLD SHS ETF 0.2%
Value ($000) $1,495 Shares 9,668 Est. Cost $159.83 Unrealized
LMBS FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF 0.2%
Value ($000) $1,435 Shares 30,312 Est. Cost $50.58 Unrealized
VBR VANGUARD SM CP VAL ETF 0.2%
Value ($000) $1,428 Shares 9,961 Est. Cost $157.93 Unrealized
VCIT VANGUARD INT-TERM CORP ETF 0.2%
Value ($000) $1,393 Shares 18,400 Est. Cost $86.41 Unrealized
VCSH VANGUARD SHRT TRM CORP BD ETF 0.2%
Value ($000) $1,375 Shares 18,512 Est. Cost $79.20 Unrealized
FUTY FIDELITY COVINGTON TRUST MSCI UTILS INDEX ETF 0.2%
Value ($000) $1,318 Shares 31,227 Est. Cost $45.14 Unrealized
DFAC DIMENSIONAL ETF TR US CORE EQUITY 2 ETF 0.2%
Value ($000) $1,317 Shares 59,223 Est. Cost $28.97 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.2%
Value ($000) $1,298 Shares 25,049 Est. Cost $58.27 Unrealized
GOOGL ALPHABET INC COM CL A 0.2%
Value ($000) $1,293 Shares 13,516 Est. Cost $108.37 Unrealized +1.6%
VV VANGUARD LARGE CAP ETF 0.2%
Value ($000) $1,259 Shares 7,699 Est. Cost $213.64 Unrealized
DGRO ISHARES TRUST CORE DIV GRWTH ETF 0.2%
Value ($000) $1,232 Shares 27,713 Est. Cost $54.46 Unrealized
FENY FIDELITY COVINGTON TRUST MSCI ENERGY IDX ETF 0.2%
Value ($000) $1,221 Shares 61,505 Est. Cost $20.90 Unrealized
BCI ABERDEEN STANDARD INVESTS ETFS ABRDN BBRG ALL COMD K1 ETF 0.2%
Value ($000) $1,178 Shares 45,588 Est. Cost $27.17 Unrealized
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $1,171 Shares 9,274 Est. Cost $108.72 Unrealized +20.1%
DFEB FIRST TR EXCHANGE TRADED FD VI US EQUITY DEEP BUFFER ETF 0.2%
Value ($000) $1,167 Shares 35,711 Est. Cost $34.28 Unrealized
VOOV VANGUARD 500 VAL IDX FD ETF 0.2%
Value ($000) $1,167 Shares 9,398 Est. Cost $137.69 Unrealized
WTRG ESSENTIAL UTILITIES INC COM 0.2%
Value ($000) $1,153 Shares 27,864 Est. Cost $47.12 Unrealized +2.8%
DRSK ETF SERIES SOLUTIONS APTUS DEFINED ETF 0.2%
Value ($000) $1,137 Shares 44,772 Est. Cost $28.66 Unrealized
AGG ISHARES TRUST CORE US AGGBD ET ETF 0.2%
Value ($000) $1,122 Shares 11,645 Est. Cost $113.76 Unrealized
IYW ISHARES TRUST U.S. TECH ETF 0.2%
Value ($000) $1,122 Shares 15,289 Est. Cost $96.95 Unrealized
VOOG VANGUARD 500 GRTH IDX F ETF 0.2%
Value ($000) $1,100 Shares 5,273 Est. Cost $250.81 Unrealized
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.2%
Value ($000) $1,062 Shares 41,158 Est. Cost $33.92 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.2%
Value ($000) $1,059 Shares 12,051 Est. Cost $100.95 Unrealized
AMZN AMAZON COM INC COM 0.2%
Value ($000) $1,054 Shares 9,329 Est. Cost $125.86 Unrealized +0.4%
FTLS FIRST TRUST EXCHANGE-TRADED FU LNG/SHT EQUITY ETF 0.2%
Value ($000) $1,044 Shares 22,288 Est. Cost $52.09 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTOR ETF 0.2%
Value ($000) $1,036 Shares 5,595 Est. Cost $212.09 Unrealized
EMLP FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY ETF 0.2%
Value ($000) $1,013 Shares 40,705 Est. Cost $24.73 Unrealized
VWOB VANGUARD EMERGING MKT GOVT BOND INDE 0.2%
Value ($000) $1,000 Shares 17,387 Est. Cost $74.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.2%
Value ($000) $960 Shares 3,596 Est. Cost $224.10 Unrealized +27.0%
ITA ISHARES TRUST US AER DEF ETF 0.1%
Value ($000) $917 Shares 10,056 Est. Cost $96.40 Unrealized
XOM EXXON MOBIL CORPORATION COM 0.1%
Value ($000) $917 Shares 10,501 Est. Cost $54.02 Unrealized +50.6%
FDL FIRST TST MORNINGS SHS ETF 0.1%
Value ($000) $912 Shares 28,390 Est. Cost $34.54 Unrealized
FIW FIRST TRUST EXCHANGE TRADED FD WTR ETF 0.1%
Value ($000) $902 Shares 12,568 Est. Cost $94.78 Unrealized
MA MASTERCARD INCORPORATED COM CL A 0.1%
Value ($000) $845 Shares 2,972 Est. Cost $276.33 Unrealized +17.7%
TXN TEXAS INSTRUMENTS INC COM 0.1%
Value ($000) $843 Shares 5,449 Est. Cost $151.04 Unrealized +0.4%
FYX FIRST TRUST PORTFOLIOS SML CP CORE ALPHA COM SHS ETF 0.1%
Value ($000) $804 Shares 11,058 Est. Cost $97.07 Unrealized
HYLS FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETF 0.1%
Value ($000) $790 Shares 20,621 Est. Cost $43.53 Unrealized
FTGC FIRST TRUST EXCHANGE-TRADED FU FST TR GLB FD ETF 0.1%
Value ($000) $788 Shares 31,079 Est. Cost $24.15 Unrealized
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 0.1%
Value ($000) $783 Shares 10,868 Est. Cost $68.29 Unrealized
JPIE JP MORGAN ETF TRUST INCOME ETF 0.1%
Value ($000) $782 Shares 17,649 Est. Cost $45.34 Unrealized
META META PLATFORMS INC COM CL A 0.1%
Value ($000) $773 Shares 5,697 Est. Cost $221.19 Unrealized -27.2%
PFE PFIZER INC COM 0.1%
Value ($000) $767 Shares 17,530 Est. Cost $29.45 Unrealized +37.2%
USMV ISHARES TRUST MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $698 Shares 10,560 Est. Cost $66.10 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $698 Shares 1,383 Est. Cost $273.61 Unrealized +80.9%
HD HOME DEPOT INC COM 0.1%
Value ($000) $683 Shares 2,476 Est. Cost $201.58 Unrealized +34.3%
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value ($000) $683 Shares 16,274 Est. Cost $57.82 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $677 Shares 4,147 Est. Cost $131.91 Unrealized +15.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $669 Shares 1,319 Est. Cost $343.94 Unrealized +61.1%
V VISA INC COM CL A 0.1%
Value ($000) $663 Shares 3,732 Est. Cost $180.45 Unrealized +9.9%
PALL ABERDEEN STANDARD PALLADIUM TR PHYSICAL PALLADIUM SHARES ETF 0.1%
Value ($000) $661 Shares 3,291 Est. Cost $200.85 Unrealized
SMMU PIMCO ETF TRUST SHTRM MUN BD ACT ETF 0.1%
Value ($000) $654 Shares 13,386 Est. Cost $49.60 Unrealized
FAAR FIRST TRUST EXCHANGE-TRADED FU ALT ABSLT STRG ETF 0.1%
Value ($000) $652 Shares 20,983 Est. Cost $31.42 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.1%
Value ($000) $650 Shares 34,789 Est. Cost $18.68 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF 0.1%
Value ($000) $649 Shares 16,688 Est. Cost $47.15 Unrealized
MBB ISHARES TRUST MBS ETF 0.1%
Value ($000) $630 Shares 6,884 Est. Cost $101.61 Unrealized
AWR AMERICAN STATES WATER CO COM 0.1%
Value ($000) $621 Shares 7,965 Est. Cost $75.12 Unrealized +5.0%
TSLA TESLA INC COM 0.1%
Value ($000) $614 Shares 2,316 Est. Cost $222.83 Unrealized +25.3%
STIP ISHARES TRUST 0-5 YR TIPS ETF 0.1%
Value ($000) $613 Shares 6,373 Est. Cost $105.74 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $613 Shares 16,521 Est. Cost $21.73 Unrealized +55.6%
UPS UNITED PARCEL SERVICE INC COM CL B 0.1%
Value ($000) $608 Shares 3,764 Est. Cost $89.15 Unrealized +80.0%
CWT CALIFORNIA WATER SERVICE GROUP COM 0.1%
Value ($000) $607 Shares 11,514 Est. Cost $52.66 Unrealized +2.6%
VOO VANGUARD S&P 500 ETF SHS 0.1%
Value ($000) $607 Shares 1,850 Est. Cost $323.90 Unrealized
HTO SJW GROUP COM 0.1%
Value ($000) $607 Shares 10,534 Est. Cost $65.66 Unrealized -1.9%
DBO INVESCO DB MULTI-SECTOR COMM T OIL FD ETF 0.1%
Value ($000) $601 Shares 39,573 Est. Cost $16.05 Unrealized
JEPI JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $584 Shares 11,399 Est. Cost $59.51 Unrealized
ORLY OREILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $563 Shares 800 Est. Cost $20.00 Unrealized +133.1%
FNOV FIRST TR EXCHANGE TRADED FD VI CBOE EQT BUFER ETF 0.1%
Value ($000) $554 Shares 16,802 Est. Cost $37.88 Unrealized
IYK ISHARES TRUST U.S. CONSUMER STAPLES ETF 0.1%
Value ($000) $553 Shares 3,076 Est. Cost $179.78 Unrealized
FAUG FIRST TR EXCHANGE TRADED FD VI VEST US BUFFER ETF 0.1%
Value ($000) $549 Shares 16,719 Est. Cost $36.93 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.1%
Value ($000) $541 Shares 14,248 Est. Cost $41.28 Unrealized -13.4%
MCK MCKESSON CORPORATION COM 0.1%
Value ($000) $541 Shares 1,593 Est. Cost $184.15 Unrealized +85.3%
DIS WALT DISNEY COMPANY (THE) COM 0.1%
Value ($000) $539 Shares 5,716 Est. Cost $112.24 Unrealized -6.8%
MARB FIRST TRUST EXCHANGE TRADED FD MERGER ARBITRA ETF 0.1%
Value ($000) $533 Shares 26,554 Est. Cost $19.86 Unrealized
FMB FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF 0.1%
Value ($000) $526 Shares 10,798 Est. Cost $56.79 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $523 Shares 4,894 Est. Cost $53.64 Unrealized +85.2%
AMLP ALPS ETF TRUST ALERIAN MLP ETF 0.1%
Value ($000) $522 Shares 14,274 Est. Cost $38.03 Unrealized
DBMF LITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURES ST 0.1%
Value ($000) $522 Shares 15,382 Est. Cost $32.65 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $516 Shares 314 Est. Cost $1821.09 Unrealized +1.5%
RTX RAYTHEON TECH CORP COM 0.1%
Value ($000) $512 Shares 6,254 Est. Cost $65.21 Unrealized +28.6%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $506 Shares 1,309 Est. Cost $327.24 Unrealized +16.4%
TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF 0.1%
Value ($000) $502 Shares 11,487 Est. Cost $60.53 Unrealized
VGT VANGUARD INF TECH ETF 0.1%
Value ($000) $496 Shares 1,613 Est. Cost $440.18 Unrealized
JPM JP MORGAN CHASE & CO COM 0.1%
Value ($000) $495 Shares 4,732 Est. Cost $98.78 Unrealized +6.9%
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $488 Shares 2,717 Est. Cost $215.99 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $476 Shares 3,851 Est. Cost $147.20 Unrealized
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $471 Shares 11,213 Est. Cost $55.29 Unrealized
AMCOR PLC COM 0.1%
Value ($000) $468 Shares 43,637 Est. Cost $8.29 Unrealized +28.1%
ACIO ETF SERIES SOLUTIONS APTUS COLLARED ETF 0.1%
Value ($000) $457 Shares 16,276 Est. Cost $31.60 Unrealized
IHF ISHARES TRUST US HLTHCR PR ETF 0.1%
Value ($000) $457 Shares 1,787 Est. Cost $255.74 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $452 Shares 5,365 Est. Cost $73.89 Unrealized +6.0%
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD 0.1%
Value ($000) $437 Shares 464 Est. Cost $941.81 Unrealized
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.1%
Value ($000) $436 Shares 1,632 Est. Cost $345.26 Unrealized
FIS FIDELITY NATIONAL INFORMATION COM 0.1%
Value ($000) $433 Shares 5,728 Est. Cost $113.27 Unrealized -24.7%
BX BLACKSTONE INC COM 0.1%
Value ($000) $428 Shares 5,119 Est. Cost $108.13 Unrealized -19.3%
IQV IQVIA HOLDINGS INC COM 0.1%
Value ($000) $420 Shares 2,319 Est. Cost $137.13 Unrealized +59.8%
VXUS VANGUARD STAR FD TL INTL STK F ETF 0.1%
Value ($000) $415 Shares 9,069 Est. Cost $57.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $408 Shares 5,737 Est. Cost $50.10 Unrealized +24.4%
T AT&T INC COM 0.1%
Value ($000) $405 Shares 26,433 Est. Cost $15.46 Unrealized -2.4%
IYE ISHARES TRUST U.S. ENERGY ETF 0.1%
Value ($000) $402 Shares 10,225 Est. Cost $35.91 Unrealized
TBT PROSHARES TRUST PSHS ULTSH 20YRS ETF 0.1%
Value ($000) $400 Shares 12,568 Est. Cost $31.83 Unrealized
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.1%
Value ($000) $399 Shares 7,968 Est. Cost $61.93 Unrealized
FNX FIRST TRUST PORTFOLIOS MID CAP CORE ALPHA COM SHS ETF 0.1%
Value ($000) $396 Shares 4,928 Est. Cost $102.82 Unrealized
SDVY FIRST TR EXCHANGE TRADED FD VI SMID RISNG ETF 0.1%
Value ($000) $395 Shares 17,099 Est. Cost $26.95 Unrealized
NVDA NVIDIA CORP COM 0.1%
Value ($000) $395 Shares 3,253 Est. Cost $18.03 Unrealized -12.5%
OKE ONEOK INC COM 0.1%
Value ($000) $394 Shares 7,693 Est. Cost $22.62 Unrealized +120.1%
FTC FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF 0.1%
Value ($000) $391 Shares 4,571 Est. Cost $120.23 Unrealized
VOE VANGUARD MCAP VL IDXVIP ETF 0.1%
Value ($000) $390 Shares 3,202 Est. Cost $150.31 Unrealized
WMT WALMART INC COM 0.1%
Value ($000) $381 Shares 2,938 Est. Cost $39.58 Unrealized +6.1%
CSCO CISCO SYSTEMS INC COM 0.1%
Value ($000) $375 Shares 9,380 Est. Cost $43.71 Unrealized -8.4%
VIG VANGUARD DIV APP ETF 0.1%
Value ($000) $364 Shares 2,693 Est. Cost $159.66 Unrealized
COR AMERISOURCEBERGEN CORPORATION COM 0.1%
Value ($000) $358 Shares 2,643 Est. Cost $108.10 Unrealized +28.6%
MGV VANGUARD MEGA CAP VAL ETF 0.1%
Value ($000) $355 Shares 3,944 Est. Cost $106.74 Unrealized
KO COCA-COLA CO COM 0.1%
Value ($000) $355 Shares 6,336 Est. Cost $43.63 Unrealized +28.5%
FUMB FIRST TRUST EXCHANGE TRADED FD ULTRA SHT DUR MU ETF 0.1%
Value ($000) $351 Shares 17,704 Est. Cost $19.94 Unrealized
FLOT ISHARES TRUST FLTG RATE NT ETF 0.1%
Value ($000) $346 Shares 6,884 Est. Cost $49.94 Unrealized
SPTM SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF 0.1%
Value ($000) $345 Shares 7,821 Est. Cost $49.49 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $344 Shares 4,142 Est. Cost $64.59 Unrealized +25.3%
VYMI VANGUARD INTL HIGH ETF 0.1%
Value ($000) $344 Shares 6,619 Est. Cost $66.72 Unrealized
ITOT ISHARES TRUST CORE S&P TTL STK ETF 0.1%
Value ($000) $340 Shares 4,271 Est. Cost $83.79 Unrealized
UDEC INNOVATOR ETFS TRUST INNOVATOR US EQUTY ULTRA BU 0.1%
Value ($000) $339 Shares 12,162 Est. Cost $29.60 Unrealized
RSPN INVESCO EXCHANGE TRADED FD TR S&P500 EQL IND ETF 0.1%
Value ($000) $338 Shares 2,183 Est. Cost $192.28 Unrealized
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $337 Shares 1,974 Est. Cost $162.66 Unrealized +12.4%
ADME ETF SERIES SOLUTIONS APTUS DRAWDOWN ETF 0.1%
Value ($000) $335 Shares 10,066 Est. Cost $41.73 Unrealized
FPE FIRST TRUST EXCHANGE-TRADED FU PFD SECS INC ETF 0.1%
Value ($000) $331 Shares 19,806 Est. Cost $20.51 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $327 Shares 8,087 Est. Cost $29.19 Unrealized +13.3%
NEW YORK N Y CITY TRANSITIONAL FUTURE TAX SECD SUB B REV CLBL 0.1%
Value ($000) $322 Shares 310 Est. Cost $1267.74 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $321 Shares 762 Est. Cost $408.08 Unrealized +7.9%
MASSACHUSETTS ST TRANSN FD REV REF BDS REV CLBL 0.1%
Value ($000) $320 Shares 310 Est. Cost $1229.03 Unrealized
COLORADO WTR RES & PWR DEV AUT BDS REV CLBL 0.1%
Value ($000) $319 Shares 300 Est. Cost $1120.00 Unrealized
CMCSA COMCAST CORP COM CL A 0.0%
Value ($000) $318 Shares 10,845 Est. Cost $39.99 Unrealized -15.8%
LOS ANGELES CALIF DEPT WTR & P SYS BDS REV CLBL 0.0%
Value ($000) $317 Shares 300 Est. Cost $1113.33 Unrealized
ARIZONA ST UNIV SYS BDS REV CLBL 0.0%
Value ($000) $315 Shares 300 Est. Cost $1113.33 Unrealized
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $313 Shares 663 Est. Cost $292.93 Unrealized +70.0%
NEW YORK N Y CITY MUN WTR FIN SECOND GENERAL RESOUL REV CLBL 0.0%
Value ($000) $312 Shares 300 Est. Cost $1243.33 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $312 Shares 1,912 Est. Cost $118.82 Unrealized +30.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $311 Shares 1,017 Est. Cost $383.51 Unrealized -9.3%
QTEC FIRST TRUST PORTFOLIOS SHS ETF 0.0%
Value ($000) $310 Shares 2,955 Est. Cost $172.53 Unrealized
KATY TEX INDPT SCH DIST UNLTD TAX SCH BLDG BDS CLBL 0.0%
Value ($000) $307 Shares 290 Est. Cost $1224.14 Unrealized
OHIO ST WTR DEV AUTH LN FD BDS REV CLBL 0.0%
Value ($000) $305 Shares 290 Est. Cost $1258.62 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $304 Shares 669 Est. Cost $287.61 Unrealized +58.3%
INTU INTUIT INC COM 0.0%
Value ($000) $302 Shares 780 Est. Cost $289.13 Unrealized +46.2%
SCHW SCHWAB (CHARLES) CORP COM 0.0%
Value ($000) $300 Shares 4,177 Est. Cost $65.63 Unrealized +0.9%
FGD FIRST TRUST EXCH TRADED FUND 2 DJ GLBL DIVID ETF 0.0%
Value ($000) $300 Shares 16,202 Est. Cost $25.02 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $297 Shares 1,398 Est. Cost $134.92 Unrealized +56.3%
FPEI FIRST TRUST EXCHANGE-TRADED FU INSTL PFD SECS ETF 0.0%
Value ($000) $291 Shares 16,986 Est. Cost $17.13 Unrealized
INVESCO EXCHANGE TRADED FUND T PURBTA FTSE EM ETF 0.0%
Value ($000) $289 Shares 14,312 Est. Cost $26.83 Unrealized
CVX CHEVRON CORPORATION COM 0.0%
Value ($000) $287 Shares 1,999 Est. Cost $80.45 Unrealized +65.1%
GOOG ALPHABET INC COM CL C 0.0%
Value ($000) $287 Shares 2,987 Est. Cost $105.35 Unrealized +5.2%
LANSING MICH BRD WTR & LT UTIL BDS REV CLBL 0.0%
Value ($000) $286 Shares 280 Est. Cost $1164.29 Unrealized
SOUTH JERSEY INDUSTRIES INC COM 0.0%
Value ($000) $283 Shares 8,457 Est. Cost $26.13 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.0%
Value ($000) $280 Shares 1,369 Est. Cost $248.27 Unrealized -7.5%
ADBE ADOBE INC COM 0.0%
Value ($000) $280 Shares 1,016 Est. Cost $398.98 Unrealized -5.2%
KNG FIRST TR EXCHANGE TRADED FD IV CBOE VEST S&P 500 DIV ARIST 0.0%
Value ($000) $279 Shares 6,117 Est. Cost $51.65 Unrealized
UNIVERSITY UTAH UNIV REVS GEN BDS REV CLBL 0.0%
Value ($000) $273 Shares 260 Est. Cost $1115.38 Unrealized
USFR WISDOMTREE US EFFICIENT CORE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $271 Shares 5,391 Est. Cost $50.27 Unrealized
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 0.0%
Value ($000) $271 Shares 3,339 Est. Cost $84.02 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $268 Shares 4,060 Est. Cost $87.54 Unrealized +4.4%
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ ETF 0.0%
Value ($000) $268 Shares 4,030 Est. Cost $80.27 Unrealized
FBT FIRST TRUST EXCHANGE-TRADED FU NY ARCA BIOTECH ETF 0.0%
Value ($000) $267 Shares 2,024 Est. Cost $161.87 Unrealized
SAN ANTONIO TEX WTR REV SYS JR LIEN REF BDS REV CLBL 0.0%
Value ($000) $265 Shares 250 Est. Cost $1120.00 Unrealized
WEST VA PKWYS AUTH TPK TOLL RE SR LIEN BDS REV CLBL 0.0%
Value ($000) $265 Shares 255 Est. Cost $1105.88 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $264 Shares 792 Est. Cost $244.63 Unrealized +33.5%
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.0%
Value ($000) $262 Shares 3,822 Est. Cost $89.12 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $257 Shares 1,567 Est. Cost $75.63 Unrealized +14.5%
RSPG INVESCO EXCHANGE TRADED FD TR S&P500 EQL ENR ETF 0.0%
Value ($000) $257 Shares 4,210 Est. Cost $61.45 Unrealized
NEW YORK N Y CITY TRANSITIONAL BDS REV CLBL 0.0%
Value ($000) $254 Shares 245 Est. Cost $1228.57 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $252 Shares 1,211 Est. Cost $167.93 Unrealized +27.8%
CMG CHIPOTLE MEXICAN GRILL COM 0.0%
Value ($000) $252 Shares 168 Est. Cost $30.11 Unrealized +2.9%
DBC INVESCO DB COMMODTY INDX TRACK UNIT ETF 0.0%
Value ($000) $251 Shares 10,495 Est. Cost $20.20 Unrealized
FEP FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF 0.0%
Value ($000) $251 Shares 9,528 Est. Cost $37.54 Unrealized
ACWV ISHARES INC MSCI GBL MIN VOL ETF 0.0%
Value ($000) $249 Shares 2,810 Est. Cost $108.20 Unrealized
ICSH ISHARES TRUST BLACKROCK ULTRA SHT TRM BD 0.0%
Value ($000) $249 Shares 4,988 Est. Cost $50.12 Unrealized
GSY INVESCO ACTIVELY MANAGED EXCHA ULTRA SHRT DUR ETF 0.0%
Value ($000) $248 Shares 5,017 Est. Cost $49.83 Unrealized
AMT AMERICAN TOWER CORP COM USD0.01 0.0%
Value ($000) $242 Shares 1,129 Est. Cost $217.06 Unrealized +5.4%
DVN DEVON ENERGY CORP COM 0.0%
Value ($000) $242 Shares 4,031 Est. Cost $52.95 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $242 Shares 1,026 Est. Cost $51.29 Unrealized -56.7%
MASSACHUSETTS ST WTR RES AUTH GEN REV BDS CLBL 0.0%
Value ($000) $240 Shares 230 Est. Cost $1234.78 Unrealized
IDU ISHARES TRUST U.S. UTILITS ETF 0.0%
Value ($000) $238 Shares 2,931 Est. Cost $81.20 Unrealized
HONOLULU HAWAII GO BDS CLBL 0.0%
Value ($000) $237 Shares 225 Est. Cost $1226.67 Unrealized
DISTRICT COLUMBIA WTR & SWR AU SUB LIEN REF BDS REV CLBL 0.0%
Value ($000) $234 Shares 265 Est. Cost $969.81 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $234 Shares 1,254 Est. Cost $202.07 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $231 Shares 8,974 Est. Cost $45.53 Unrealized -29.0%
SYK STRYKER CORP COM 0.0%
Value ($000) $230 Shares 1,137 Est. Cost $188.68 Unrealized +7.6%
VWO VANGUARD FTSE EMR MKT ETF 0.0%
Value ($000) $230 Shares 6,292 Est. Cost $36.55 Unrealized
SPEU SPDR INDEX SHARES FUNDS PORTFLO EURP ETF 0.0%
Value ($000) $229 Shares 7,965 Est. Cost $42.19 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $228 Shares 1,689 Est. Cost $144.95 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $228 Shares 1,014 Est. Cost $217.87 Unrealized 0.0%
MUSA MURPHY USA INC COM 0.0%
Value ($000) $227 Shares 824 Est. Cost $275.20 Unrealized 0.0%
IDUB ETF SERIES SOLUTIONS INTERNATIONAL DRAWDOWN MANA 0.0%
Value ($000) $226 Shares 12,729 Est. Cost $24.10 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $224 Shares 407 Est. Cost $672.77 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 0.0%
Value ($000) $223 Shares 7,936 Est. Cost $28.10 Unrealized
IJR ISHARES TRUST CORE S&P SCP ETF 0.0%
Value ($000) $221 Shares 2,532 Est. Cost $114.15 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD V MNGD FUTRS STRGY ETF 0.0%
Value ($000) $221 Shares 4,290 Est. Cost $51.47 Unrealized
LAMR LAMAR ADVERTISING CO COM USD0.001 CL A 0.0%
Value ($000) $221 Shares 2,679 Est. Cost $112.59 Unrealized
QQQE DIREXION SHARES ETF TRUST NAS100 EQL WGT ETF 0.0%
Value ($000) $221 Shares 3,665 Est. Cost $81.64 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $220 Shares 6,178 Est. Cost $37.60 Unrealized 0.0%
ACN ACCENTURE PLC COM 0.0%
Value ($000) $217 Shares 844 Est. Cost $176.51 Unrealized +55.6%
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $214 Shares 2,650 Est. Cost $89.15 Unrealized -9.4%
DHR DANAHER CORP COM 0.0%
Value ($000) $214 Shares 829 Est. Cost $161.83 Unrealized +48.7%
SLQD ISHARES TRUST 0-5YR INVT GR CP ETF 0.0%
Value ($000) $214 Shares 4,512 Est. Cost $48.32 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $211 Shares 3,107 Est. Cost $66.95 Unrealized 0.0%
SNOHOMISH CNTY WASH PUB UTIL D SYS BDS REV CLBL 0.0%
Value ($000) $207 Shares 200 Est. Cost $1105.00 Unrealized
WASHINGTON ST VAR PURP GO BDS CLBL 0.0%
Value ($000) $207 Shares 195 Est. Cost $1117.95 Unrealized
TARRANT REGL WTR DIST TEX WTR CONTRACT REV BDS CLBL 0.0%
Value ($000) $206 Shares 200 Est. Cost $1135.00 Unrealized
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $206 Shares 5,335 Est. Cost $50.98 Unrealized -24.1%
LOW LOWE'S COMPANIES INC COM 0.0%
Value ($000) $204 Shares 1,084 Est. Cost $182.38 Unrealized 0.0%
WASHINGTON SUBN SAN DIST MD CONS PUB IMPT BDS REV CLBL 0.0%
Value ($000) $203 Shares 200 Est. Cost $1080.00 Unrealized
NEW YORK N Y GO BDS CLBL 0.0%
Value ($000) $202 Shares 200 Est. Cost $1085.00 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.0%
Value ($000) $202 Shares 1,696 Est. Cost $112.03 Unrealized +3.2%
OSCV ETF SERIES SOLUTIONS OPUS SMALL CAP VALUE ETF 0.0%
Value ($000) $201 Shares 7,095 Est. Cost $35.07 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $201 Shares 1,393 Est. Cost $156.07 Unrealized 0.0%
DENTON TEX CTFS OF OBLIG REV CLBL 0.0%
Value ($000) $201 Shares 225 Est. Cost $1062.22 Unrealized
NEW YORK ST DORM AUTH ST PERS GEN PURP BDS REV CLBL 0.0%
Value ($000) $200 Shares 195 Est. Cost $1230.77 Unrealized
TERRAN ORBITAL CORPORATION COM 0.0%
Value ($000) $165 Shares 93,100 Est. Cost $4.58 Unrealized
F FORD MOTOR CO COM 0.0%
Value ($000) $137 Shares 12,216 Est. Cost $7.05 Unrealized +54.1%
FDD FIRST TR DJ STOXX COMMON SHS ETF 0.0%
Value ($000) $130 Shares 13,938 Est. Cost $13.91 Unrealized
LYG LLOYDS BANKING GROUP ADR SPONSORED 0.0%
Value ($000) $81 Shares 45,203 Est. Cost $1.93 Unrealized
RITM RITHM CAPITAL CORP COM NPV 0.0%
Value ($000) $78 Shares 10,680 Est. Cost $7.30 Unrealized
CANOPY GROWTH CORPORATION COM 0.0%
Value ($000) $40 Shares 14,529 Est. Cost $2.86 Unrealized
CYDY CYTODYN INC COM 0.0%
Value ($000) $19 Shares 45,000 Est. Cost $0.63 Unrealized 0.0%
ENERGY 1 CORPORATION COM 0.0%
Value ($000) $3 Shares 857,180 Est. Cost $0.02 Unrealized
SHMP NATURALSHRIMP INC COM 0.0%
Value ($000) $2 Shares 12,500 Est. Cost $0.10 Unrealized 0.0%
OZOP ENERGY SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.06 Unrealized
SLJB SULJA BROS BUILDI COM 0.0%
Value ($000) $0 Shares 98,000 Est. Cost $0.00 Unrealized -64.4%
HCMC HEALTHIER CHOICES MGMT CORP COM 0.0%
Value ($000) $0 Shares 2,071,428 Est. Cost $0.00 Unrealized -78.5%
SRGZ STAR GOLD CORPORATION COM 0.0%
Value ($000) $0 Shares 14,200 Est. Cost $0.02 Unrealized -30.6%