IAG Wealth Partners, LLC Diversified Active

CIK: 0001827261 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 25, 2023

Total Value ($000): $360,427 (100.0% shares, 0.0% debt)

Holdings (450)

SPYM SPDR PORTFOLIO 12.8%
Value ($000) $46,302 Shares 961,624 Est. Cost $40.97 Unrealized
SPDW SPDR PORTFOLIO 8.3%
Value ($000) $29,816 Shares 928,277 Est. Cost $30.78 Unrealized
GSLC GOLDMAN SACHS 6.7%
Value ($000) $24,249 Shares 298,556 Est. Cost $67.30 Unrealized
DLN WISDOMTREE U S 6.4%
Value ($000) $23,109 Shares 373,576 Est. Cost $75.59 Unrealized
GSIE GOLDMAN SACHS 6.3%
Value ($000) $22,590 Shares 733,211 Est. Cost $30.21 Unrealized
IVV ISHARES CORE 5.9%
Value ($000) $21,330 Shares 51,888 Est. Cost $325.18 Unrealized
DON WISDOMTREE U S 5.4%
Value ($000) $19,593 Shares 478,109 Est. Cost $36.84 Unrealized
MMIT INDEXIQ IQ 5.1%
Value ($000) $18,446 Shares 750,162 Est. Cost $25.09 Unrealized
VUG VANGUARD GROWTH 3.1%
Value ($000) $11,254 Shares 45,118 Est. Cost $226.91 Unrealized
SPTM SPDR PORTFOLIO 2.9%
Value ($000) $10,440 Shares 207,027 Est. Cost $36.33 Unrealized
NUMG NUVEEN ESG 2.5%
Value ($000) $9,148 Shares 239,282 Est. Cost $37.20 Unrealized
CWI SPDR MSCI 2.3%
Value ($000) $8,262 Shares 321,096 Est. Cost $25.07 Unrealized
VIG VANGUARD DIVIDEND 2.2%
Value ($000) $7,864 Shares 51,059 Est. Cost $121.99 Unrealized
PULS PGIM ULTRA 1.7%
Value ($000) $6,183 Shares 125,420 Est. Cost $49.14 Unrealized
SPYG SPDR PORTFOLIO 1.6%
Value ($000) $5,927 Shares 107,057 Est. Cost $48.16 Unrealized
SPMD SPDR PORTFOLIO 1.6%
Value ($000) $5,919 Shares 134,708 Est. Cost $31.52 Unrealized
RODM LATTICE HARTFORD 1.5%
Value ($000) $5,555 Shares 210,994 Est. Cost $22.50 Unrealized
GTO INVESCO TOTAL 1.3%
Value ($000) $4,730 Shares 100,207 Est. Cost $54.94 Unrealized
JHMM JOHN HANCOCK 1.2%
Value ($000) $4,485 Shares 93,668 Est. Cost $48.53 Unrealized
MDYV SPDR SERIES 1.1%
Value ($000) $3,833 Shares 58,010 Est. Cost $38.68 Unrealized
SPHQ INVESCO EXCHANGE 1.0%
Value ($000) $3,730 Shares 78,826 Est. Cost $43.55 Unrealized
DGRW WISDOMTREE TRUST 1.0%
Value ($000) $3,593 Shares 57,633 Est. Cost $62.35 Unrealized
SPYV SPDR PORTFOLIO 0.9%
Value ($000) $3,289 Shares 80,769 Est. Cost $36.03 Unrealized
OMFS INVESCO RUSSELL 0.9%
Value ($000) $3,215 Shares 91,487 Est. Cost $36.24 Unrealized
USFR WISDOMTREE FLOATING 0.8%
Value ($000) $2,834 Shares 56,384 Est. Cost $50.27 Unrealized
MTUM ISHARES MSCI 0.8%
Value ($000) $2,769 Shares 19,916 Est. Cost $125.66 Unrealized
SPSM SPDR PORTFOLIO 0.8%
Value ($000) $2,753 Shares 72,883 Est. Cost $26.30 Unrealized
MDYG SPDR SERIES 0.7%
Value ($000) $2,378 Shares 34,740 Est. Cost $58.32 Unrealized
AVEM AVANTIS EMERGING 0.6%
Value ($000) $2,296 Shares 43,403 Est. Cost $51.98 Unrealized
SMLV SPDR SSGA 0.6%
Value ($000) $2,246 Shares 21,362 Est. Cost $80.21 Unrealized
JSMD JANUS DETROIT 0.6%
Value ($000) $2,107 Shares 37,522 Est. Cost $50.43 Unrealized
PBUS INVESCO PUREBETA 0.5%
Value ($000) $1,961 Shares 48,036 Est. Cost $38.51 Unrealized
SPAB SPDR PORTFOLIO 0.5%
Value ($000) $1,936 Shares 75,084 Est. Cost $28.39 Unrealized
AVDV AVANTIS INTL 0.5%
Value ($000) $1,924 Shares 32,908 Est. Cost $54.85 Unrealized
FYC FIRST TRUST 0.5%
Value ($000) $1,843 Shares 31,865 Est. Cost $56.26 Unrealized
SCHM SCHWAB US 0.5%
Value ($000) $1,685 Shares 24,841 Est. Cost $61.24 Unrealized
DES WISDOMTREE U S 0.4%
Value ($000) $1,561 Shares 54,641 Est. Cost $20.77 Unrealized
CSB VICTORYSHARES US 0.4%
Value ($000) $1,318 Shares 25,391 Est. Cost $53.59 Unrealized
VTI VANGUARD TOTAL 0.3%
Value ($000) $1,141 Shares 5,592 Est. Cost $167.77 Unrealized
AAPL APPLE INC 0.3%
Value ($000) $1,128 Shares 6,840 Est. Cost $116.13 Unrealized +25.3%
BBRE JPMORGAN BETABUILDERS 0.3%
Value ($000) $917 Shares 11,067 Est. Cost $86.64 Unrealized
VSS VANGUARD FTSE 0.3%
Value ($000) $904 Shares 8,275 Est. Cost $86.38 Unrealized
JSML JANUS DETROIT 0.2%
Value ($000) $796 Shares 15,843 Est. Cost $42.82 Unrealized
XSOE WISDOMTREE EMERGING 0.2%
Value ($000) $776 Shares 27,869 Est. Cost $28.19 Unrealized
SPMO INVESCO EXCHANGE 0.2%
Value ($000) $674 Shares 12,354 Est. Cost $60.73 Unrealized
SPEM SPDR PORTFOLIO 0.2%
Value ($000) $659 Shares 19,296 Est. Cost $40.82 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $569 Shares 1,974 Est. Cost $265.50 Unrealized -6.0%
FVD FIRST TRUST 0.2%
Value ($000) $565 Shares 14,060 Est. Cost $34.57 Unrealized
GEM GOLDMAN SACHS 0.2%
Value ($000) $560 Shares 18,827 Est. Cost $30.82 Unrealized
DLS WISDOMTREE INTL 0.2%
Value ($000) $553 Shares 9,077 Est. Cost $64.52 Unrealized
DBEF X TRACKERS 0.1%
Value ($000) $522 Shares 14,834 Est. Cost $33.62 Unrealized
SCHX SCHWAB US 0.1%
Value ($000) $467 Shares 9,648 Est. Cost $52.38 Unrealized
IJR ISHARES CORE 0.1%
Value ($000) $395 Shares 4,089 Est. Cost $90.90 Unrealized
IWF ISHARES RUSSELL 0.1%
Value ($000) $393 Shares 1,608 Est. Cost $183.01 Unrealized
IWM ISHARES RUSSELL 0.1%
Value ($000) $368 Shares 2,063 Est. Cost $169.62 Unrealized
AMZN AMAZON COM 0.1%
Value ($000) $341 Shares 3,304 Est. Cost $107.85 Unrealized -10.4%
WEC WEC ENERGY 0.1%
Value ($000) $334 Shares 3,520 Est. Cost $78.75 Unrealized +6.1%
CVX CHEVRON CORP 0.1%
Value ($000) $321 Shares 1,967 Est. Cost $107.97 Unrealized +37.5%
IJH ISHARES CORE 0.1%
Value ($000) $305 Shares 1,220 Est. Cost $228.64 Unrealized
SPGM SPDR MSCI 0.1%
Value ($000) $304 Shares 6,091 Est. Cost $46.22 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $291 Shares 1,596 Est. Cost $149.40 Unrealized +6.2%
JCPI JP MORGAN 0.1%
Value ($000) $271 Shares 5,705 Est. Cost $48.29 Unrealized
SPSB SPDR PORTFOLIO 0.1%
Value ($000) $261 Shares 8,817 Est. Cost $30.22 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $256 Shares 2,754 Est. Cost $76.97 Unrealized +10.2%
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $250 Shares 4,000 Est. Cost $59.16 Unrealized 0.0%
FTSM FIRST TRUST 0.1%
Value ($000) $247 Shares 4,146 Est. Cost $59.51 Unrealized
NEE NEXTERA ENERGY 0.1%
Value ($000) $247 Shares 3,200 Est. Cost $73.81 Unrealized -4.3%
SLYV SPDR SERIES 0.1%
Value ($000) $246 Shares 3,230 Est. Cost $71.06 Unrealized
WPC W P CAREY 0.1%
Value ($000) $240 Shares 3,096 Est. Cost $72.82 Unrealized
SUSA ISHARES MSCI 0.1%
Value ($000) $238 Shares 2,716 Est. Cost $103.97 Unrealized
VB VANGUARD SMALL 0.1%
Value ($000) $231 Shares 1,219 Est. Cost $171.53 Unrealized
SCHV SCHWAB US 0.1%
Value ($000) $218 Shares 3,325 Est. Cost $57.72 Unrealized
BRK/B BERKSHIRE HATHAWAY 0.1%
Value ($000) $218 Shares 705 Est. Cost $267.04 Unrealized +15.4%
HD HOME DEPOT 0.1%
Value ($000) $218 Shares 737 Est. Cost $284.52 Unrealized +0.0%
WALGREENS BOOTS 0.1%
Value ($000) $215 Shares 6,215 Est. Cost $37.49 Unrealized
NUDM NUVEEN ESG 0.1%
Value ($000) $212 Shares 7,543 Est. Cost $27.24 Unrealized
SPY SPDR S&P 0.1%
Value ($000) $200 Shares 489 Est. Cost $357.03 Unrealized
DIS WALT DISNEY 0.1%
Value ($000) $193 Shares 1,925 Est. Cost $98.28 Unrealized +0.2%
DE DEERE & CO 0.1%
Value ($000) $185 Shares 449 Est. Cost $388.70 Unrealized +2.2%
FEX FIRST TRUST 0.1%
Value ($000) $183 Shares 2,277 Est. Cost $67.63 Unrealized
VTV VANGUARD VALUE 0.1%
Value ($000) $180 Shares 1,307 Est. Cost $139.66 Unrealized
VEA VANGUARD FTSE 0.0%
Value ($000) $179 Shares 3,964 Est. Cost $41.97 Unrealized
LLY ELI LILLY 0.0%
Value ($000) $174 Shares 506 Est. Cost $133.37 Unrealized +147.3%
MRK MERCK & COMPANY 0.0%
Value ($000) $172 Shares 1,620 Est. Cost $70.50 Unrealized +40.0%
QQQ INVESCO QQQ 0.0%
Value ($000) $168 Shares 524 Est. Cost $294.57 Unrealized
IEMG ISHARES CORE 0.0%
Value ($000) $159 Shares 3,263 Est. Cost $54.94 Unrealized
MUB ISHARES NATIONAL 0.0%
Value ($000) $159 Shares 1,477 Est. Cost $114.88 Unrealized
JPM JPMORGAN CHASE 0.0%
Value ($000) $156 Shares 1,197 Est. Cost $114.04 Unrealized +12.4%
ISMD NORTHERN LIGHTS 0.0%
Value ($000) $155 Shares 4,980 Est. Cost $29.17 Unrealized
MLPX GLOBAL X 0.0%
Value ($000) $151 Shares 3,782 Est. Cost $24.90 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $145 Shares 937 Est. Cost $130.57 Unrealized +13.3%
COST COSTCO WHOLESALE 0.0%
Value ($000) $130 Shares 261 Est. Cost $463.29 Unrealized +1.7%
UPS UNITED PARCEL 0.0%
Value ($000) $124 Shares 640 Est. Cost $96.00 Unrealized +64.7%
ABBV ABBVIE INC 0.0%
Value ($000) $122 Shares 766 Est. Cost $86.31 Unrealized +60.0%
DFUS DIMENSIONAL US 0.0%
Value ($000) $119 Shares 2,685 Est. Cost $40.60 Unrealized
EXAS EXACT SCIENCES 0.0%
Value ($000) $118 Shares 1,740 Est. Cost $74.22 Unrealized -13.4%
GWW GRAINGER W W 0.0%
Value ($000) $114 Shares 165 Est. Cost $296.94 Unrealized +109.3%
IUSG ISHARES S&P 0.0%
Value ($000) $109 Shares 1,232 Est. Cost $74.04 Unrealized
SCHF SCHWAB INTL 0.0%
Value ($000) $107 Shares 3,072 Est. Cost $34.85 Unrealized
IAU ISHARES GOLD 0.0%
Value ($000) $103 Shares 2,758 Est. Cost $34.41 Unrealized
GLD SPDR GOLD 0.0%
Value ($000) $103 Shares 562 Est. Cost $153.06 Unrealized
SDY SPDR SERIES 0.0%
Value ($000) $101 Shares 815 Est. Cost $107.91 Unrealized
UITB VICTORYSHARES USAA 0.0%
Value ($000) $101 Shares 2,154 Est. Cost $45.49 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $100 Shares 359 Est. Cost $189.25 Unrealized +32.4%
V VISA INC 0.0%
Value ($000) $97 Shares 430 Est. Cost $191.64 Unrealized +13.7%
DEM WISDOMTREE EMERGING 0.0%
Value ($000) $92 Shares 2,440 Est. Cost $43.85 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $92 Shares 195 Est. Cost $474.63 Unrealized -3.7%
FIS FIDELITY NATIONAL 0.0%
Value ($000) $88 Shares 1,626 Est. Cost $123.12 Unrealized -51.0%
HRL HORMEL FOODS 0.0%
Value ($000) $86 Shares 2,144 Est. Cost $36.38 Unrealized +7.4%
NUSC NUVEEN ESG 0.0%
Value ($000) $84 Shares 2,367 Est. Cost $33.05 Unrealized
KMB KIMBERLY CLARK 0.0%
Value ($000) $80 Shares 598 Est. Cost $111.78 Unrealized +4.0%
MOAT VANECK MORNINGSTAR 0.0%
Value ($000) $80 Shares 1,085 Est. Cost $73.83 Unrealized
ADP AUTOMATIC DATA 0.0%
Value ($000) $79 Shares 356 Est. Cost $185.41 Unrealized +14.1%
PFE PFIZER INC 0.0%
Value ($000) $78 Shares 1,900 Est. Cost $38.93 Unrealized -6.1%
TMO THERMO FISHER 0.0%
Value ($000) $74 Shares 129 Est. Cost $364.40 Unrealized +53.3%
IHDG WISDOMTREE TRUST 0.0%
Value ($000) $74 Shares 1,871 Est. Cost $35.34 Unrealized
RDVY FIRST TRUST 0.0%
Value ($000) $72 Shares 1,600 Est. Cost $38.75 Unrealized
ELV ELEVANCE HEALTH 0.0%
Value ($000) $71 Shares 154 Est. Cost $318.81 Unrealized +42.8%
VOO VANGUARD S&P 0.0%
Value ($000) $68 Shares 180 Est. Cost $346.00 Unrealized
AOK ISHARES CORE 0.0%
Value ($000) $66 Shares 1,900 Est. Cost $34.96 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $66 Shares 1,700 Est. Cost $39.07 Unrealized -16.3%
WMT WALMART INC 0.0%
Value ($000) $66 Shares 447 Est. Cost $44.36 Unrealized +3.2%
NUBD NUVEEN ESG 0.0%
Value ($000) $65 Shares 2,918 Est. Cost $23.59 Unrealized
VYM VANGUARD HIGH 0.0%
Value ($000) $65 Shares 615 Est. Cost $108.21 Unrealized
ESGD ISHARES ESG 0.0%
Value ($000) $64 Shares 894 Est. Cost $61.95 Unrealized
IQDG WISDOMTREE INTL 0.0%
Value ($000) $64 Shares 1,890 Est. Cost $30.61 Unrealized
IWD ISHARES RUSSELL 0.0%
Value ($000) $64 Shares 419 Est. Cost $137.94 Unrealized
T AT&T INC 0.0%
Value ($000) $63 Shares 3,284 Est. Cost $16.90 Unrealized -3.2%
BBSC JP MORGAN 0.0%
Value ($000) $61 Shares 1,123 Est. Cost $54.28 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $60 Shares 778 Est. Cost $67.55 Unrealized +0.6%
SCHA SCHWAB US 0.0%
Value ($000) $60 Shares 1,433 Est. Cost $41.89 Unrealized
ET ENERGY TRANSFER 0.0%
Value ($000) $60 Shares 4,800 Est. Cost $10.74 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $60 Shares 690 Est. Cost $67.21 Unrealized +16.1%
WM WASTE MANAGEMENT 0.0%
Value ($000) $60 Shares 365 Est. Cost $124.34 Unrealized +17.7%
ESGU ISHARES ESG 0.0%
Value ($000) $57 Shares 626 Est. Cost $107.99 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $56 Shares 272 Est. Cost $254.62 Unrealized -31.5%
LQD ISHARES IBOXX 0.0%
Value ($000) $55 Shares 500 Est. Cost $124.24 Unrealized
PIONEER NATURAL 0.0%
Value ($000) $54 Shares 264 Est. Cost $151.52 Unrealized
XLRE SELECT SECTOR 0.0%
Value ($000) $54 Shares 1,432 Est. Cost $36.84 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $53 Shares 435 Est. Cost $63.94 Unrealized +75.0%
IEV ISHARES EUROPE 0.0%
Value ($000) $53 Shares 1,063 Est. Cost $47.69 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $51 Shares 490 Est. Cost $110.65 Unrealized -13.4%
BY BYLINE BANCORP 0.0%
Value ($000) $51 Shares 2,350 Est. Cost $20.80 Unrealized +6.9%
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $50 Shares 171 Est. Cost $175.36 Unrealized +54.3%
WELL WELLTOWER INC 0.0%
Value ($000) $50 Shares 700 Est. Cost $59.37 Unrealized +14.2%
MMM 3M COMPANY 0.0%
Value ($000) $50 Shares 476 Est. Cost $128.49 Unrealized -33.9%
MARATHON OIL 0.0%
Value ($000) $48 Shares 2,000 Est. Cost $24.13 Unrealized
XOM EXXON MOBIL 0.0%
Value ($000) $48 Shares 435 Est. Cost $77.05 Unrealized +30.0%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $46 Shares 1,199 Est. Cost $37.13 Unrealized +18.4%
VGT VANGUARD INFORMATION 0.0%
Value ($000) $45 Shares 116 Est. Cost $364.18 Unrealized
USMV ISHARES MSCI 0.0%
Value ($000) $44 Shares 606 Est. Cost $61.49 Unrealized
LNT ALLIANT ENERGY 0.0%
Value ($000) $43 Shares 800 Est. Cost $53.87 Unrealized -10.4%
SPLV INVESCO EXCHANGE 0.0%
Value ($000) $43 Shares 682 Est. Cost $58.74 Unrealized
FPE FIRST TRUST 0.0%
Value ($000) $42 Shares 2,650 Est. Cost $15.96 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $41 Shares 400 Est. Cost $102.17 Unrealized -6.8%
F FORD MOTOR 0.0%
Value ($000) $41 Shares 3,292 Est. Cost $7.34 Unrealized +39.1%
MCHI ISHARES MSCI 0.0%
Value ($000) $40 Shares 810 Est. Cost $61.00 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $40 Shares 200 Est. Cost $166.58 Unrealized +13.7%
ARKQ ARK AUTONOMOUS 0.0%
Value ($000) $40 Shares 797 Est. Cost $33.76 Unrealized
ARKK ARK INNOVATION 0.0%
Value ($000) $39 Shares 977 Est. Cost $44.92 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $39 Shares 389 Est. Cost $93.97 Unrealized +6.4%
GNRC GENERAC HOLDINGS 0.0%
Value ($000) $39 Shares 364 Est. Cost $158.85 Unrealized -27.2%
META META PLATFORMS 0.0%
Value ($000) $38 Shares 179 Est. Cost $212.80 Unrealized -20.5%
BCE BCE INC 0.0%
Value ($000) $38 Shares 842 Est. Cost $31.73 Unrealized +13.7%
AMT AMERICAN TOWER 0.0%
Value ($000) $37 Shares 181 Est. Cost $197.57 Unrealized -4.0%
BDX BECTON DICKINSON 0.0%
Value ($000) $37 Shares 148 Est. Cost $226.44 Unrealized +2.6%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $36 Shares 196 Est. Cost $133.52 Unrealized +20.8%
PYPL PAYPAL HOLDINGS 0.0%
Value ($000) $36 Shares 475 Est. Cost $140.63 Unrealized -45.4%
PG PROCTER & GAMBLE 0.0%
Value ($000) $36 Shares 243 Est. Cost $121.77 Unrealized +9.4%
FISV FISERV INC 0.0%
Value ($000) $34 Shares 305 Est. Cost $106.54 Unrealized +3.3%
CNI CANADIAN NATIONAL 0.0%
Value ($000) $34 Shares 292 Est. Cost $79.14 Unrealized +40.8%
PPG PPG INDUSTRIES 0.0%
Value ($000) $34 Shares 257 Est. Cost $113.30 Unrealized +6.9%
ZTS ZOETIS INC 0.0%
Value ($000) $33 Shares 200 Est. Cost $143.20 Unrealized +11.0%
GE GENERAL ELECTRIC 0.0%
Value ($000) $33 Shares 344 Est. Cost $44.79 Unrealized +47.1%
INTC INTEL CORP 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $41.20 Unrealized -33.2%
LMT LOCKHEED MARTIN 0.0%
Value ($000) $33 Shares 69 Est. Cost $300.34 Unrealized +44.2%
CYBIN INC 0.0%
Value ($000) $32 Shares 83,442 Est. Cost $0.56 Unrealized
IHF ISHARES U S 0.0%
Value ($000) $32 Shares 128 Est. Cost $171.88 Unrealized
ITOT ISHARES CORE 0.0%
Value ($000) $32 Shares 349 Est. Cost $77.08 Unrealized
FMB FIRST TRUST 0.0%
Value ($000) $31 Shares 615 Est. Cost $50.93 Unrealized
AVUV AVANTIS U S 0.0%
Value ($000) $30 Shares 411 Est. Cost $74.06 Unrealized
URI UNITED RENTALS 0.0%
Value ($000) $30 Shares 75 Est. Cost $407.64 Unrealized 0.0%
ARKW ARK NEXT 0.0%
Value ($000) $30 Shares 552 Est. Cost $53.66 Unrealized
VONE VANGUARD RUSSELL 0.0%
Value ($000) $29 Shares 158 Est. Cost $151.90 Unrealized
SLYG SPDR SERIES 0.0%
Value ($000) $29 Shares 398 Est. Cost $80.20 Unrealized
INVESCO PUREBETA 0.0%
Value ($000) $29 Shares 1,136 Est. Cost $24.05 Unrealized
VO VANGUARD MID 0.0%
Value ($000) $28 Shares 134 Est. Cost $176.64 Unrealized
LNC LINCOLN NATL CORP IN 0.0%
Value ($000) $28 Shares 1,250 Est. Cost $24.78 Unrealized 0.0%
XLV SECTOR HEALTHCARE 0.0%
Value ($000) $28 Shares 215 Est. Cost $109.95 Unrealized
RSP INVESCO S&P 0.0%
Value ($000) $27 Shares 190 Est. Cost $116.16 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $27 Shares 400 Est. Cost $90.54 Unrealized -17.3%
DGRS WISDOMTREE US 0.0%
Value ($000) $27 Shares 658 Est. Cost $46.59 Unrealized
VBR VANGUARD SMALL 0.0%
Value ($000) $27 Shares 168 Est. Cost $176.66 Unrealized
RTX RAYTHEON TECHNOLOGIES 0.0%
Value ($000) $27 Shares 272 Est. Cost $92.29 Unrealized 0.0%
LOW LOWES COMPANIES 0.0%
Value ($000) $27 Shares 133 Est. Cost $138.66 Unrealized +38.6%
ZION ZIONS BANCORPORATION 0.0%
Value ($000) $26 Shares 874 Est. Cost $45.76 Unrealized 0.0%
NVO NOVO NORDISK 0.0%
Value ($000) $26 Shares 163 Est. Cost $61.35 Unrealized
MET METLIFE INC 0.0%
Value ($000) $26 Shares 446 Est. Cost $52.25 Unrealized +18.2%
VLO VALERO ENERGY 0.0%
Value ($000) $25 Shares 182 Est. Cost $99.36 Unrealized +23.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $25 Shares 199 Est. Cost $115.18 Unrealized +1.1%
GS GOLDMAN SACHS 0.0%
Value ($000) $25 Shares 77 Est. Cost $297.04 Unrealized +9.0%
COWZ PACER US 0.0%
Value ($000) $25 Shares 531 Est. Cost $45.27 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $25 Shares 309 Est. Cost $88.33 Unrealized -15.6%
BABA ALIBABA GROUP 0.0%
Value ($000) $25 Shares 243 Est. Cost $158.12 Unrealized
IHI ISHARES U S 0.0%
Value ($000) $24 Shares 450 Est. Cost $53.98 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $24 Shares 120 Est. Cost $166.45 Unrealized +0.3%
SSP SCRIPPS E W 0.0%
Value ($000) $24 Shares 2,500 Est. Cost $10.73 Unrealized -11.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $24 Shares 178 Est. Cost $92.35 Unrealized +31.8%
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $23 Shares 904 Est. Cost $22.32 Unrealized
EOG EOG RESOURCES 0.0%
Value ($000) $23 Shares 204 Est. Cost $55.80 Unrealized +95.9%
BMY BRISTOL MYERS 0.0%
Value ($000) $23 Shares 335 Est. Cost $46.14 Unrealized +33.3%
GOVT ISHARES U S 0.0%
Value ($000) $23 Shares 986 Est. Cost $23.38 Unrealized
DTD WISDOMTREE U S 0.0%
Value ($000) $23 Shares 376 Est. Cost $75.30 Unrealized
PHO INVESCO WATER 0.0%
Value ($000) $23 Shares 425 Est. Cost $56.47 Unrealized
GDX VANECK GOLD 0.0%
Value ($000) $23 Shares 698 Est. Cost $30.79 Unrealized
QCLN FIRST TRUST 0.0%
Value ($000) $22 Shares 420 Est. Cost $25.04 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $22 Shares 34 Est. Cost $52.98 Unrealized +8.7%
SNPE X TRACKERS 0.0%
Value ($000) $22 Shares 586 Est. Cost $29.21 Unrealized
NOBL PROSHARES TRUST 0.0%
Value ($000) $21 Shares 235 Est. Cost $75.88 Unrealized
CIBR FIRST TRUST 0.0%
Value ($000) $21 Shares 500 Est. Cost $42.75 Unrealized
PREF PRINCIPAL SPECTRUM 0.0%
Value ($000) $21 Shares 1,239 Est. Cost $20.18 Unrealized
BSV VANGUARD SHORT 0.0%
Value ($000) $21 Shares 275 Est. Cost $75.28 Unrealized
ICLN ISHARES GLOBAL 0.0%
Value ($000) $21 Shares 1,058 Est. Cost $21.74 Unrealized
NUMV NUVEEN ESG 0.0%
Value ($000) $21 Shares 726 Est. Cost $26.56 Unrealized
UNILEVER PLC 0.0%
Value ($000) $21 Shares 400 Est. Cost $62.50 Unrealized
IMVP INVESCO INDIA 0.0%
Value ($000) $21 Shares 1,005 Est. Cost $20.82 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $20 Shares 160 Est. Cost $129.50 Unrealized -11.8%
FTCS FIRST TRUST 0.0%
Value ($000) $20 Shares 272 Est. Cost $72.94 Unrealized
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $20 Shares 45 Est. Cost $333.07 Unrealized +27.4%
SCHW SCHWAB CHARLES 0.0%
Value ($000) $19 Shares 370 Est. Cost $66.19 Unrealized +6.1%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $19 Shares 233 Est. Cost $67.37 Unrealized +22.7%
MO ALTRIA GROUP 0.0%
Value ($000) $19 Shares 424 Est. Cost $33.41 Unrealized +8.6%
CEF SPROTT PHYSICAL 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $15.00 Unrealized
XNTK SPDR SERIES 0.0%
Value ($000) $19 Shares 155 Est. Cost $83.87 Unrealized
WORLD WRESTLING 0.0%
Value ($000) $18 Shares 200 Est. Cost $45.00 Unrealized
CCI CROWN CASTLE 0.0%
Value ($000) $18 Shares 136 Est. Cost $123.74 Unrealized -5.0%
SLV ISHARES SILVER 0.0%
Value ($000) $18 Shares 800 Est. Cost $16.91 Unrealized
VBK VANGUARD SMALL 0.0%
Value ($000) $17 Shares 80 Est. Cost $300.00 Unrealized
ORA ORMAT TECHNOLOGIES 0.0%
Value ($000) $17 Shares 200 Est. Cost $72.88 Unrealized +18.2%
CCL CARNIVAL CORP 0.0%
Value ($000) $17 Shares 1,665 Est. Cost $12.22 Unrealized -15.2%
LPLA LPL FINANCIAL 0.0%
Value ($000) $17 Shares 83 Est. Cost $85.83 Unrealized +166.4%
WTS WATTS WATER 0.0%
Value ($000) $17 Shares 100 Est. Cost $94.88 Unrealized +73.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $17 Shares 50 Est. Cost $177.66 Unrealized +80.2%
WPM WHEATON PRECIOUS 0.0%
Value ($000) $17 Shares 345 Est. Cost $26.71 Unrealized +59.2%
LIT GLOBAL X 0.0%
Value ($000) $16 Shares 259 Est. Cost $85.94 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $13.35 Unrealized +13.0%
FNDX SCHWAB FUNDAMENTAL 0.0%
Value ($000) $16 Shares 295 Est. Cost $58.96 Unrealized
ADM ARCHER DANIELS 0.0%
Value ($000) $16 Shares 200 Est. Cost $35.73 Unrealized +108.2%
SMMU PIMCO SHORT 0.0%
Value ($000) $16 Shares 320 Est. Cost $49.78 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $16 Shares 255 Est. Cost $53.06 Unrealized +4.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $16 Shares 69 Est. Cost $193.10 Unrealized +19.4%
EGP EASTGROUP PROPERTIES 0.0%
Value ($000) $16 Shares 95 Est. Cost $165.32 Unrealized
TJX TJX COS 0.0%
Value ($000) $16 Shares 200 Est. Cost $54.60 Unrealized +38.5%
IRM IRON MOUNTAIN 0.0%
Value ($000) $16 Shares 295 Est. Cost $22.21 Unrealized +112.7%
AMD ADVANCED MICRO 0.0%
Value ($000) $15 Shares 158 Est. Cost $83.25 Unrealized -2.3%
GM GENERAL MOTORS 0.0%
Value ($000) $15 Shares 419 Est. Cost $36.63 Unrealized +0.1%
DFUV DIMENSIONAL US 0.0%
Value ($000) $15 Shares 456 Est. Cost $30.70 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $15 Shares 150 Est. Cost $91.66 Unrealized 0.0%
FBT FIRST TRUST 0.0%
Value ($000) $15 Shares 98 Est. Cost $155.03 Unrealized
NUTEX HEALTH 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.01 Unrealized
FNDF SCHWAB FUNDAMENTAL 0.0%
Value ($000) $15 Shares 471 Est. Cost $32.01 Unrealized
OTTR OTTER TAIL 0.0%
Value ($000) $14 Shares 200 Est. Cost $42.43 Unrealized +45.5%
SO SOUTHERN COMPANY 0.0%
Value ($000) $14 Shares 207 Est. Cost $53.68 Unrealized +13.0%
TDIV FIRST TRUST 0.0%
Value ($000) $14 Shares 265 Est. Cost $54.09 Unrealized
IGM ISHARES EXPANDED 0.0%
Value ($000) $14 Shares 42 Est. Cost $309.52 Unrealized
SIXG ETF DEFIANCE 0.0%
Value ($000) $14 Shares 420 Est. Cost $27.38 Unrealized
SCHD SCHWAB US 0.0%
Value ($000) $14 Shares 186 Est. Cost $68.71 Unrealized
DAL DELTA AIRLINES 0.0%
Value ($000) $14 Shares 387 Est. Cost $30.76 Unrealized +17.3%
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $13 Shares 60 Est. Cost $240.31 Unrealized -7.2%
PANW PALO ALTO 0.0%
Value ($000) $13 Shares 66 Est. Cost $84.74 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $13 Shares 345 Est. Cost $32.44 Unrealized 0.0%
IBM INTL BUSINESS 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.73 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $13 Shares 79 Est. Cost $158.51 Unrealized -6.2%
FR FIRST INDUSTRIAL 0.0%
Value ($000) $13 Shares 245 Est. Cost $53.20 Unrealized
VWO VANGUARD FSTE 0.0%
Value ($000) $13 Shares 321 Est. Cost $39.92 Unrealized
RWJ INVESCO S&P 0.0%
Value ($000) $13 Shares 115 Est. Cost $108.53 Unrealized
EIDO ISHARES MSCI 0.0%
Value ($000) $13 Shares 534 Est. Cost $25.65 Unrealized
CVS CVS HEALTH 0.0%
Value ($000) $12 Shares 168 Est. Cost $67.33 Unrealized +11.7%
CARR CARRIER GLOBAL 0.0%
Value ($000) $12 Shares 272 Est. Cost $43.10 Unrealized 0.0%
BCOW 1895 BANCORP 0.0%
Value ($000) $12 Shares 1,546 Est. Cost $10.36 Unrealized -7.9%
NI NISOURCE INC 0.0%
Value ($000) $12 Shares 444 Est. Cost $24.88 Unrealized 0.0%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $12 Shares 140 Est. Cost $66.06 Unrealized +22.1%
DOCU DOCUSIGN INC 0.0%
Value ($000) $12 Shares 210 Est. Cost $96.39 Unrealized -38.1%
BMI BADGER METER 0.0%
Value ($000) $12 Shares 100 Est. Cost $80.46 Unrealized +42.4%
EPAM EPAM SYSTEMS 0.0%
Value ($000) $12 Shares 40 Est. Cost $196.74 Unrealized +63.7%
ARE ALEXANDRIA REAL 0.0%
Value ($000) $12 Shares 95 Est. Cost $126.26 Unrealized 0.0%
MDY SPDR S&P 0.0%
Value ($000) $12 Shares 26 Est. Cost $376.50 Unrealized
MAIN MAIN STREET 0.0%
Value ($000) $12 Shares 300 Est. Cost $42.76 Unrealized -7.8%
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $12 Shares 60 Est. Cost $177.58 Unrealized +8.2%
CMCSA COMCAST CORP 0.0%
Value ($000) $12 Shares 310 Est. Cost $37.40 Unrealized -7.4%
MTN VAIL RESORTS 0.0%
Value ($000) $12 Shares 50 Est. Cost $236.65 Unrealized +1.8%
MPT MEDICAL PROPERTIES 0.0%
Value ($000) $12 Shares 1,420 Est. Cost $12.03 Unrealized
QUAD QUAD GRAPHICS 0.0%
Value ($000) $12 Shares 2,689 Est. Cost $4.84 Unrealized -8.9%
OTIS OTIS WORLDWIDE 0.0%
Value ($000) $11 Shares 136 Est. Cost $78.91 Unrealized 0.0%
BLCN SIREN NASDAQ 0.0%
Value ($000) $11 Shares 527 Est. Cost $47.76 Unrealized
FSK FS KKR 0.0%
Value ($000) $11 Shares 608 Est. Cost $11.05 Unrealized +10.0%
WYNN WYNN RESORTS 0.0%
Value ($000) $11 Shares 100 Est. Cost $101.66 Unrealized 0.0%
CGGR CAPITAL GROUP 0.0%
Value ($000) $11 Shares 495 Est. Cost $19.94 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $11 Shares 40 Est. Cost $21.62 Unrealized 0.0%
BND VANGUARD TOTAL 0.0%
Value ($000) $11 Shares 150 Est. Cost $81.43 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $11 Shares 230 Est. Cost $52.54 Unrealized -16.3%
DEO DIAGEO PLC 0.0%
Value ($000) $11 Shares 60 Est. Cost $168.67 Unrealized
VXF VANGUARD EXTENDED 0.0%
Value ($000) $11 Shares 77 Est. Cost $132.86 Unrealized
ARKG ARK GENOMIC 0.0%
Value ($000) $11 Shares 351 Est. Cost $94.02 Unrealized
NIO NIO INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.51 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $10 Shares 63 Est. Cost $177.67 Unrealized -15.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $97.06 Unrealized 0.0%
ROBO EXCHANGE TRADED 0.0%
Value ($000) $10 Shares 188 Est. Cost $45.45 Unrealized
RIVN RIVIAN AUTOMOTIVE 0.0%
Value ($000) $10 Shares 657 Est. Cost $20.31 Unrealized -16.9%
BTI BRITISH AMERN 0.0%
Value ($000) $10 Shares 282 Est. Cost $39.86 Unrealized
UAL UNITED AIRLINES 0.0%
Value ($000) $10 Shares 222 Est. Cost $89.75 Unrealized -46.6%
JEPI JPMORGAN 0.0%
Value ($000) $10 Shares 177 Est. Cost $54.60 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $10 Shares 25 Est. Cost $470.04 Unrealized -24.4%
DNP SELECT 0.0%
Value ($000) $10 Shares 870 Est. Cost $12.79 Unrealized
VNM VANECK VIETNAM 0.0%
Value ($000) $10 Shares 785 Est. Cost $16.86 Unrealized
GEHC GE HEALTHCARE 0.0%
Value ($000) $9 Shares 114 Est. Cost $71.08 Unrealized 0.0%
TER TERADYNE INC 0.0%
Value ($000) $9 Shares 85 Est. Cost $84.55 Unrealized +19.5%
BP BP PLC 0.0%
Value ($000) $9 Shares 240 Est. Cost $25.00 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $101.94 Unrealized -14.7%
CTAS CINTAS CORP 0.0%
Value ($000) $9 Shares 19 Est. Cost $98.04 Unrealized +9.6%
VGK VANGUARD FTSE 0.0%
Value ($000) $9 Shares 144 Est. Cost $65.08 Unrealized
SQM SOCIEDAD QUIMICA 0.0%
Value ($000) $9 Shares 108 Est. Cost $55.56 Unrealized
HYG ISHARES IBOXX 0.0%
Value ($000) $9 Shares 115 Est. Cost $94.28 Unrealized
CION CION INVESTMENT 0.0%
Value ($000) $9 Shares 879 Est. Cost $6.06 Unrealized +10.8%
INFY INFOSYS LTD 0.0%
Value ($000) $9 Shares 496 Est. Cost $12.10 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $86.03 Unrealized -11.5%
VPL VANGUARD FTSE 0.0%
Value ($000) $9 Shares 127 Est. Cost $71.71 Unrealized
TIP ISHARES TIPS 0.0%
Value ($000) $9 Shares 78 Est. Cost $128.72 Unrealized
BAC BANK AMERICA 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.57 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $9 Shares 17 Est. Cost $318.31 Unrealized +50.3%
DFAT DIMENSIONAL US 0.0%
Value ($000) $8 Shares 189 Est. Cost $42.33 Unrealized
CGUS CAPITAL GROUP 0.0%
Value ($000) $8 Shares 355 Est. Cost $23.69 Unrealized
VGIT VANGUARD INTERMEDIATE 0.0%
Value ($000) $8 Shares 140 Est. Cost $59.96 Unrealized
IWB ISHARES RUSSELL 0.0%
Value ($000) $8 Shares 37 Est. Cost $189.19 Unrealized
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $8 Shares 127 Est. Cost $72.31 Unrealized -10.3%
PRINCIPAL MILLENNIAL 0.0%
Value ($000) $8 Shares 193 Est. Cost $62.18 Unrealized
GRNB VANECK GREEN 0.0%
Value ($000) $8 Shares 351 Est. Cost $23.51 Unrealized
OEF ISHARES S&P 0.0%
Value ($000) $8 Shares 44 Est. Cost $187.05 Unrealized
RIO RIO TINTO 0.0%
Value ($000) $8 Shares 118 Est. Cost $70.02 Unrealized
IYE ISHARES U S 0.0%
Value ($000) $8 Shares 180 Est. Cost $31.33 Unrealized
EOLS EVOLUS INC 0.0%
Value ($000) $8 Shares 927 Est. Cost $14.10 Unrealized -35.9%
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.73 Unrealized -6.7%
CGXU CAPITAL GROUP 0.0%
Value ($000) $8 Shares 329 Est. Cost $23.19 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $8 Shares 17 Est. Cost $421.44 Unrealized -4.3%
DISCOVER FINANCIAL 0.0%
Value ($000) $7 Shares 75 Est. Cost $99.15 Unrealized
ADC AGREE REALTY 0.0%
Value ($000) $7 Shares 107 Est. Cost $68.61 Unrealized
WWJD NORTHERN LIGHTS 0.0%
Value ($000) $7 Shares 265 Est. Cost $22.64 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $7 Shares 29 Est. Cost $219.75 Unrealized +2.0%
COF CAPITAL ONE 0.0%
Value ($000) $7 Shares 75 Est. Cost $94.03 Unrealized +6.0%
AZUL S A 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.15 Unrealized
BBWI BATH & BODY 0.0%
Value ($000) $7 Shares 195 Est. Cost $32.17 Unrealized +20.1%
OKE ONEOK INC 0.0%
Value ($000) $7 Shares 112 Est. Cost $49.62 Unrealized +15.5%
IQLT ISHARES MSCI 0.0%
Value ($000) $7 Shares 198 Est. Cost $35.30 Unrealized
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $7 Shares 518 Est. Cost $19.08 Unrealized -21.6%
JPST JPMORGAN 0.0%
Value ($000) $7 Shares 136 Est. Cost $50.32 Unrealized
ASML ASML HOLDING 0.0%
Value ($000) $7 Shares 10 Est. Cost $840.00 Unrealized
VEU VANGUARD FTSE 0.0%
Value ($000) $7 Shares 125 Est. Cost $54.78 Unrealized
SPOT SPOTIFY TECHNOLOGY 0.0%
Value ($000) $7 Shares 50 Est. Cost $114.48 Unrealized 0.0%
CSIQ CANADIAN SOLAR 0.0%
Value ($000) $7 Shares 167 Est. Cost $32.64 Unrealized +21.6%
PBA PEMBINA PIPELINE 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.28 Unrealized +16.4%
SABR SABRE CORP 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $5.58 Unrealized +2.5%
SCHP SCHWAB US 0.0%
Value ($000) $6 Shares 120 Est. Cost $51.79 Unrealized
MSGS MADISON SQUARE 0.0%
Value ($000) $6 Shares 33 Est. Cost $165.18 Unrealized +12.7%
IDT IDT CORP 0.0%
Value ($000) $6 Shares 188 Est. Cost $50.82 Unrealized -39.4%
SCCO SOUTHERN COPPER 0.0%
Value ($000) $6 Shares 84 Est. Cost $49.13 Unrealized +28.8%
ESML ISHARES ESG 0.0%
Value ($000) $6 Shares 185 Est. Cost $27.86 Unrealized
BBMC JPMORGAN BETABUILDERS 0.0%
Value ($000) $6 Shares 83 Est. Cost $75.40 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $6 Shares 28 Est. Cost $202.32 Unrealized +16.5%
AAP ADVANCE AUTO 0.0%
Value ($000) $6 Shares 50 Est. Cost $112.44 Unrealized +16.3%
BMO BANK MONTREAL 0.0%
Value ($000) $6 Shares 67 Est. Cost $75.51 Unrealized +11.1%
SANDSTORM GOLD 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
EFG ISHARES MSCI 0.0%
Value ($000) $6 Shares 61 Est. Cost $102.76 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $6 Shares 16 Est. Cost $322.30 Unrealized 0.0%
MPC MARATHON PETROLEUM 0.0%
Value ($000) $6 Shares 42 Est. Cost $69.68 Unrealized +68.7%
STZ CONSTELLATION BRANDS 0.0%
Value ($000) $6 Shares 25 Est. Cost $170.74 Unrealized +23.6%
FTAI FTAI AVIATION 0.0%
Value ($000) $6 Shares 200 Est. Cost $15.67 Unrealized +42.1%
OMFL INVESCO RUSSELL 0.0%
Value ($000) $6 Shares 119 Est. Cost $46.49 Unrealized
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $6 Shares 153 Est. Cost $30.06 Unrealized +10.1%
AG FIRST MAJESTIC 0.0%
Value ($000) $6 Shares 765 Est. Cost $11.50 Unrealized -36.5%
LITHIUM AMERS 0.0%
Value ($000) $5 Shares 250 Est. Cost $21.76 Unrealized
FTCHQ FARFETCH LTD 0.0%
Value ($000) $5 Shares 1,100 Est. Cost $6.97 Unrealized -22.1%
ECNS ISHARES MSCI 0.0%
Value ($000) $5 Shares 160 Est. Cost $43.75 Unrealized
DRS LEONARDO DRS 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.65 Unrealized +20.1%
ZBH ZIMMER BIOMET 0.0%
Value ($000) $5 Shares 40 Est. Cost $131.26 Unrealized -6.8%
WRAP WRAP TECHNOLOGIES 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $1.91 Unrealized +8.2%
IAC IAC INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.56 Unrealized +8.3%
XLE SECTOR ENERGY 0.0%
Value ($000) $5 Shares 61 Est. Cost $90.20 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $202.18 Unrealized +10.8%
FBIN FORTUNE BRANDS 0.0%
Value ($000) $5 Shares 80 Est. Cost $47.96 Unrealized +21.4%
KOSS KOSS CORP 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $8.52 Unrealized -38.7%
IIPR INNOVATIVE INDUSTRIAL 0.0%
Value ($000) $5 Shares 60 Est. Cost $75.98 Unrealized
REAL THE REALREAL 0.0%
Value ($000) $4 Shares 3,500 Est. Cost $1.44 Unrealized +0.9%
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $4 Shares 9 Est. Cost $358.60 Unrealized +23.3%
NEM NEWMONT CORP 0.0%
Value ($000) $4 Shares 84 Est. Cost $51.35 Unrealized -12.7%
VNQ VANGUARD REAL 0.0%
Value ($000) $4 Shares 49 Est. Cost $93.93 Unrealized
STEM INC 0.0%
Value ($000) $4 Shares 700 Est. Cost $8.94 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.63 Unrealized -8.6%
AEM AGNICO-EAGLE 0.0%
Value ($000) $4 Shares 76 Est. Cost $49.23 Unrealized -2.3%
KTOS KRATOS DEFENSE 0.0%
Value ($000) $4 Shares 275 Est. Cost $18.54 Unrealized -35.7%
MAT MATTEL INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $11.11 Unrealized +67.2%
AMP AMERIPRISE FINANCIAL 0.0%
Value ($000) $4 Shares 12 Est. Cost $285.60 Unrealized +10.2%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $3 Shares 100 Est. Cost $45.81 Unrealized -30.5%
LTH LIFE TIME 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.28 Unrealized +20.0%
FLGT FULGENT GENETICS 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.30 Unrealized +2.8%
PLD PROLOGIS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $111.93 Unrealized 0.0%
PENN PENN ENTERTAINMENT 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.90 Unrealized +35.4%
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $3 Shares 50 Est. Cost $37.77 Unrealized +24.8%
ZIM ZIM INTEGRATED 0.0%
Value ($000) $2 Shares 97 Est. Cost $41.32 Unrealized -49.2%
PTLO PORTILLO'S INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.01 Unrealized -4.6%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 53 Est. Cost $24.24 Unrealized +47.9%
HON HONEYWELL INTL 0.0%
Value ($000) $2 Shares 11 Est. Cost $176.65 Unrealized 0.0%
NEO NEOGENOMICS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.81 Unrealized -40.2%
ETFMG ALTERNATIVE 0.0%
Value ($000) $2 Shares 468 Est. Cost $15.12 Unrealized
TLH ISHARES 10-20YR 0.0%
Value ($000) $2 Shares 14 Est. Cost $110.49 Unrealized
WBD WARNER BROS 0.0%
Value ($000) $2 Shares 106 Est. Cost $16.33 Unrealized -12.9%
CNH CNH INDUSTRIAL 0.0%
Value ($000) $2 Shares 100 Est. Cost $11.22 Unrealized +32.3%
TTWO TAKE-TWO INTERACTIVE 0.0%
Value ($000) $1 Shares 12 Est. Cost $127.28 Unrealized -12.4%
GDXJ VANECK JR 0.0%
Value ($000) $1 Shares 28 Est. Cost $71.43 Unrealized
ELS EQUITY LIFESTYLE 0.0%
Value ($000) $1 Shares 15 Est. Cost $88.24 Unrealized
VMWARE INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
GEVO GEVO INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.67 Unrealized +13.5%
OUSTER INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.86 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $25.42 Unrealized -0.3%
VCIT VANGUARD INTERMEDIATE 0.0%
Value ($000) $1 Shares 10 Est. Cost $62.50 Unrealized
CSCO CISCO SYSTEMS 0.0%
Value ($000) $1 Shares 15 Est. Cost $44.85 Unrealized 0.0%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $1 Shares 19 Est. Cost $45.70 Unrealized -16.7%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $125.92 Unrealized -7.3%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $52.44 Unrealized -84.5%
MBC MASTERBRAND INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $8.19 Unrealized +7.7%
TWIN TWIN DISC 0.0%
Value ($000) $1 Shares 66 Est. Cost $10.11 Unrealized -0.3%
FIP FTAI INFRASTRUCTURE 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.61 Unrealized +8.0%
WEN WENDYS CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.21 Unrealized +3.6%
GRWG GROWGENERATION CORP 0.0%
Value ($000) $0 Shares 125 Est. Cost $11.89 Unrealized -64.1%
FUELCELL ENERGY 0.0%
Value ($000) $0 Shares 150 Est. Cost $13.33 Unrealized
NVAX NOVAVAX INC 0.0%
Value ($000) $0 Shares 61 Est. Cost $199.27 Unrealized -95.4%
QSR RESTAURANT BRANDS 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.92 Unrealized -2.6%
PNW PINNACLE WEST 0.0%
Value ($000) $0 Shares 5 Est. Cost $65.26 Unrealized +2.3%
JNK SPDR BLOOMBERG 0.0%
Value ($000) $0 Shares 4 Est. Cost $90.00 Unrealized
BHF BRIGHTHOUSE FINANCIAL 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.36 Unrealized +33.5%
KD KYNDRYL HOLDINGS 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.19 Unrealized 0.0%
IEFA ISHARES CORE 0.0%
Value ($000) $0 Shares 4 Est. Cost $61.75 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.09 Unrealized -18.1%
LE LANDS END 0.0%
Value ($000) $0 Shares 19 Est. Cost $13.08 Unrealized -36.0%
ACCO ACCO BRANDS 0.0%
Value ($000) $0 Shares 18 Est. Cost $6.90 Unrealized -31.5%
XRX XEROX HOLDINGS 0.0%
Value ($000) $0 Shares 5 Est. Cost $16.16 Unrealized 0.0%
ORBITAL INFRASTRUCTURE 0.0%
Value ($000) $0 Shares 450 Est. Cost $6.33 Unrealized
AVNS AVANOS MEDICAL 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.21 Unrealized -19.8%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
QURATE RETAIL 0.0%
Value ($000) $0 Shares 15 Est. Cost $66.67 Unrealized
LUMN LUMEN TECHNOLOGIES 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.03 Unrealized 0.0%