Waterloo Capital, L.P. Diversified Active

CIK: 0001730942 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 11, 2023

Total Value ($000): $338,773 (100.0% shares, 0.0% debt)

Holdings (206)

AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 6.1%
Value ($000) $20,519 Shares 309,294 Est. Cost $62.15 Unrealized
IVV ISHARES S&P 500 INDEX 5.2%
Value ($000) $17,645 Shares 39,589 Est. Cost $400.37 Unrealized
AGG ISHARES AGGREGATE BOND ETF 5.0%
Value ($000) $16,877 Shares 172,300 Est. Cost $100.21 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 4.9%
Value ($000) $16,454 Shares 217,729 Est. Cost $76.49 Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 4.4%
Value ($000) $15,047 Shares 483,669 Est. Cost $26.12 Unrealized
DRSK APTUS DEFINED RISK ETF 4.1%
Value ($000) $14,023 Shares 564,084 Est. Cost $27.78 Unrealized
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 4.1%
Value ($000) $13,888 Shares 151,252 Est. Cost $91.82 Unrealized
OSCV OPUS SMALL CAP VALUE ETF 3.4%
Value ($000) $11,375 Shares 356,024 Est. Cost $23.40 Unrealized
JUCY APTUS ENHANCED YIELD ETF 3.1%
Value ($000) $10,475 Shares 429,941 Est. Cost $24.77 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 2.8%
Value ($000) $9,410 Shares 258,412 Est. Cost $28.13 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $9,267 Shares 47,774 Est. Cost $124.61 Unrealized +38.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2.7%
Value ($000) $9,008 Shares 147,650 Est. Cost $57.26 Unrealized
VOO VANGUARD S&P 500 ETF 2.3%
Value ($000) $7,649 Shares 18,780 Est. Cost $348.64 Unrealized
QQQM INVESCO NASDAQ 100 ETF 2.1%
Value ($000) $7,191 Shares 47,318 Est. Cost $151.98 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 2.0%
Value ($000) $6,776 Shares 42,935 Est. Cost $149.30 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.7%
Value ($000) $5,688 Shares 38,014 Est. Cost $144.62 Unrealized
IDUB APTUS INTERNATIONAL ENHANCED YIELD 1.5%
Value ($000) $4,963 Shares 249,847 Est. Cost $19.80 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 1.4%
Value ($000) $4,794 Shares 77,305 Est. Cost $60.64 Unrealized
MSFT MICROSOFT 1.4%
Value ($000) $4,588 Shares 13,473 Est. Cost $161.04 Unrealized +90.8%
SPYM SPDR PORTFOLIO S&P 500 ETF 1.3%
Value ($000) $4,297 Shares 82,464 Est. Cost $48.15 Unrealized
PEP PEPSICO INC COM 1.2%
Value ($000) $4,090 Shares 22,079 Est. Cost $144.06 Unrealized +18.4%
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 1.1%
Value ($000) $3,802 Shares 124,365 Est. Cost $30.84 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 1.1%
Value ($000) $3,663 Shares 36,601 Est. Cost $100.14 Unrealized
SCHX Schwab US Large Cap ETF 1.0%
Value ($000) $3,555 Shares 67,876 Est. Cost $52.48 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $3,382 Shares 73,231 Est. Cost $42.06 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.9%
Value ($000) $3,033 Shares 48,285 Est. Cost $62.40 Unrealized
EFA ISHARES MSCI EAFE ETF 0.9%
Value ($000) $3,026 Shares 41,739 Est. Cost $71.52 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $2,773 Shares 6,257 Est. Cost $413.02 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.7%
Value ($000) $2,442 Shares 49,850 Est. Cost $42.17 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.7%
Value ($000) $2,340 Shares 21,803 Est. Cost $102.03 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.7%
Value ($000) $2,326 Shares 8,895 Est. Cost $241.47 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $2,284 Shares 56,145 Est. Cost $38.71 Unrealized
BX BLACKSTONE GROUP LP 0.6%
Value ($000) $2,105 Shares 22,644 Est. Cost $81.16 Unrealized -1.2%
FSK FS KKR CAP CORP COM 0.6%
Value ($000) $1,873 Shares 97,661 Est. Cost $12.15 Unrealized +3.9%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $1,845 Shares 15,411 Est. Cost $94.61 Unrealized +20.7%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.5%
Value ($000) $1,816 Shares 41,468 Est. Cost $42.29 Unrealized
AMZN AMAZON.COM INC 0.5%
Value ($000) $1,802 Shares 13,827 Est. Cost $99.92 Unrealized +14.3%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.5%
Value ($000) $1,789 Shares 13,261 Est. Cost $133.44 Unrealized
V VISA INC 0.5%
Value ($000) $1,643 Shares 6,917 Est. Cost $184.30 Unrealized +21.8%
CPRT COPART INC 0.5%
Value ($000) $1,563 Shares 17,140 Est. Cost $28.37 Unrealized +46.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.5%
Value ($000) $1,534 Shares 5,575 Est. Cost $211.75 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value ($000) $1,523 Shares 15,771 Est. Cost $101.55 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.4%
Value ($000) $1,504 Shares 31,927 Est. Cost $44.96 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,487 Shares 1,714 Est. Cost $38.11 Unrealized +80.4%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,442 Shares 9,917 Est. Cost $109.08 Unrealized +18.9%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.4%
Value ($000) $1,390 Shares 48,363 Est. Cost $28.08 Unrealized
ADBE ADOBE SYS INC 0.4%
Value ($000) $1,313 Shares 2,686 Est. Cost $355.42 Unrealized +13.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,202 Shares 6,914 Est. Cost $108.05 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.4%
Value ($000) $1,190 Shares 23,494 Est. Cost $50.59 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $1,182 Shares 2,795 Est. Cost $21.62 Unrealized +53.4%
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $1,177 Shares 2,449 Est. Cost $249.73 Unrealized +86.2%
IAU ISHARES GOLD TRUST 0.3%
Value ($000) $1,158 Shares 31,831 Est. Cost $36.70 Unrealized
ROP ROPER INDUSTRIES INC 0.3%
Value ($000) $1,154 Shares 2,399 Est. Cost $355.01 Unrealized +25.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.3%
Value ($000) $1,140 Shares 6,880 Est. Cost $103.19 Unrealized +40.4%
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 0.3%
Value ($000) $1,127 Shares 60,053 Est. Cost $21.16 Unrealized
PIONEER NATURAL RESOURCES CO 0.3%
Value ($000) $1,072 Shares 5,174 Est. Cost $204.26 Unrealized
CHE CHEMED CORP NEW COM 0.3%
Value ($000) $1,021 Shares 1,886 Est. Cost $482.87 Unrealized +12.1%
OEF ISHARES S&P 100 ETF 0.3%
Value ($000) $1,000 Shares 4,828 Est. Cost $207.06 Unrealized
VDE VANGUARD ENERGY ETF 0.3%
Value ($000) $987 Shares 8,743 Est. Cost $114.19 Unrealized
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.3%
Value ($000) $973 Shares 18,822 Est. Cost $57.50 Unrealized
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $927 Shares 7,006 Est. Cost $125.97 Unrealized -2.7%
QQQ POWERSHARES QQQ TR 0.3%
Value ($000) $900 Shares 2,436 Est. Cost $190.44 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.3%
Value ($000) $861 Shares 11,487 Est. Cost $79.62 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $861 Shares 15,554 Est. Cost $54.76 Unrealized
META META PLATFORMS INC CL A 0.2%
Value ($000) $777 Shares 2,707 Est. Cost $169.12 Unrealized +44.9%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $774 Shares 11,892 Est. Cost $56.98 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $747 Shares 3,757 Est. Cost $191.03 Unrealized
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $746 Shares 3,845 Est. Cost $197.22 Unrealized -9.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $738 Shares 5,562 Est. Cost $101.46 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $735 Shares 7,306 Est. Cost $100.58 Unrealized
TSLA TESLA MOTORS INC 0.2%
Value ($000) $697 Shares 2,661 Est. Cost $175.83 Unrealized +13.7%
HD HOME DEPOT 0.2%
Value ($000) $690 Shares 2,222 Est. Cost $192.61 Unrealized +43.5%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.2%
Value ($000) $690 Shares 6,914 Est. Cost $99.16 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $656 Shares 3,501 Est. Cost $187.29 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.2%
Value ($000) $648 Shares 1,896 Est. Cost $254.15 Unrealized +19.0%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $621 Shares 3,657 Est. Cost $144.40 Unrealized +29.7%
IYH ISHARES U.S. HEALTHCARE ETF 0.2%
Value ($000) $620 Shares 2,213 Est. Cost $273.08 Unrealized
SHV ISHARES TR LEHMAN SHORT TREA BDFD 0.2%
Value ($000) $615 Shares 5,566 Est. Cost $110.50 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $592 Shares 5,476 Est. Cost $108.13 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $582 Shares 3,835 Est. Cost $117.46 Unrealized +20.3%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.2%
Value ($000) $572 Shares 18,649 Est. Cost $30.69 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $559 Shares 2,541 Est. Cost $210.89 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $537 Shares 998 Est. Cost $487.14 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $531 Shares 4,931 Est. Cost $114.72 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.2%
Value ($000) $527 Shares 11,738 Est. Cost $41.11 Unrealized +2.4%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $521 Shares 4,706 Est. Cost $114.54 Unrealized
NFLX NETFLIX COM INC 0.2%
Value ($000) $516 Shares 1,172 Est. Cost $34.10 Unrealized +8.0%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.2%
Value ($000) $514 Shares 9,994 Est. Cost $46.93 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $509 Shares 1,086 Est. Cost $411.47 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $493 Shares 6,521 Est. Cost $76.23 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $475 Shares 4,577 Est. Cost $63.10 Unrealized +41.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $461 Shares 1,351 Est. Cost $308.53 Unrealized +5.8%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $459 Shares 6,795 Est. Cost $66.85 Unrealized
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.1%
Value ($000) $455 Shares 12,682 Est. Cost $32.95 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $440 Shares 19,207 Est. Cost $22.90 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.1%
Value ($000) $438 Shares 6,164 Est. Cost $67.85 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $434 Shares 12,874 Est. Cost $32.65 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $432 Shares 3,575 Est. Cost $95.84 Unrealized +19.9%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $430 Shares 13,925 Est. Cost $29.49 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $427 Shares 3,984 Est. Cost $100.18 Unrealized -0.6%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $427 Shares 12,839 Est. Cost $31.45 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $423 Shares 811 Est. Cost $558.70 Unrealized -4.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $422 Shares 8,425 Est. Cost $50.11 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $414 Shares 4,218 Est. Cost $80.36 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $412 Shares 2,858 Est. Cost $106.52 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.1%
Value ($000) $410 Shares 8,255 Est. Cost $49.60 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $405 Shares 4,292 Est. Cost $91.24 Unrealized
RACE FERRARI N V COM 0.1%
Value ($000) $404 Shares 1,243 Est. Cost $291.36 Unrealized 0.0%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.1%
Value ($000) $400 Shares 16,245 Est. Cost $24.62 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $394 Shares 2,378 Est. Cost $122.71 Unrealized +21.3%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.1%
Value ($000) $392 Shares 13,621 Est. Cost $28.79 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $387 Shares 7,617 Est. Cost $48.73 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.1%
Value ($000) $386 Shares 5,015 Est. Cost $46.44 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.1%
Value ($000) $384 Shares 11,562 Est. Cost $32.32 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.1%
Value ($000) $383 Shares 4,769 Est. Cost $80.30 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $382 Shares 4,071 Est. Cost $92.58 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $381 Shares 1,434 Est. Cost $230.06 Unrealized 0.0%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $375 Shares 5,589 Est. Cost $44.26 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $368 Shares 3,350 Est. Cost $65.91 Unrealized +21.1%
COR AMERISOURCEBERGEN CORP COM 0.1%
Value ($000) $366 Shares 1,902 Est. Cost $169.11 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $357 Shares 3,042 Est. Cost $57.18 Unrealized +87.5%
MLPA GLOBAL X MLP ETF 0.1%
Value ($000) $351 Shares 8,166 Est. Cost $41.60 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $341 Shares 6,307 Est. Cost $43.87 Unrealized 0.0%
INTU INTUIT INC 0.1%
Value ($000) $341 Shares 744 Est. Cost $294.73 Unrealized +46.2%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $334 Shares 10,641 Est. Cost $23.07 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.1%
Value ($000) $330 Shares 2,241 Est. Cost $130.75 Unrealized 0.0%
GLD SPDR GOLD ETF 0.1%
Value ($000) $327 Shares 1,834 Est. Cost $153.52 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $326 Shares 2,253 Est. Cost $122.26 Unrealized 0.0%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.1%
Value ($000) $308 Shares 3,702 Est. Cost $83.25 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $306 Shares 8,592 Est. Cost $34.80 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $303 Shares 1,817 Est. Cost $145.07 Unrealized 0.0%
HSY HERSHEY CO COM 0.1%
Value ($000) $302 Shares 1,208 Est. Cost $143.76 Unrealized +69.3%
IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED 0.1%
Value ($000) $301 Shares 4,133 Est. Cost $71.83 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $301 Shares 1,975 Est. Cost $152.27 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $300 Shares 4,033 Est. Cost $53.98 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $299 Shares 2,596 Est. Cost $117.60 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $294 Shares 1,865 Est. Cost $76.00 Unrealized +88.5%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $287 Shares 1,527 Est. Cost $170.44 Unrealized 0.0%
MDB MONGODB INC CL A 0.1%
Value ($000) $286 Shares 696 Est. Cost $291.65 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $285 Shares 1,294 Est. Cost $129.06 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $281 Shares 2,717 Est. Cost $99.49 Unrealized -5.0%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $276 Shares 8,467 Est. Cost $26.77 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $275 Shares 3,093 Est. Cost $77.21 Unrealized 0.0%
R1 RCM INC COM 0.1%
Value ($000) $273 Shares 14,790 Est. Cost $18.45 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $273 Shares 680 Est. Cost $357.76 Unrealized 0.0%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $272 Shares 7,728 Est. Cost $35.24 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $272 Shares 10,315 Est. Cost $14.46 Unrealized
JBL JABIL CIRCUIT INC 0.1%
Value ($000) $270 Shares 2,505 Est. Cost $87.51 Unrealized 0.0%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $269 Shares 5,594 Est. Cost $51.72 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $268 Shares 1,339 Est. Cost $173.65 Unrealized 0.0%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $263 Shares 2,211 Est. Cost $100.39 Unrealized 0.0%
AME AMETEK INC COM 0.1%
Value ($000) $259 Shares 1,602 Est. Cost $143.53 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.1%
Value ($000) $256 Shares 7,071 Est. Cost $29.51 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.1%
Value ($000) $255 Shares 3,436 Est. Cost $63.07 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $251 Shares 2,421 Est. Cost $77.05 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $251 Shares 3,832 Est. Cost $67.69 Unrealized
AX BOFI HLDG INC 0.1%
Value ($000) $250 Shares 6,350 Est. Cost $43.14 Unrealized -10.2%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $248 Shares 3,307 Est. Cost $73.68 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $244 Shares 3,001 Est. Cost $82.83 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $243 Shares 7,061 Est. Cost $33.87 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $243 Shares 2,357 Est. Cost $102.95 Unrealized
DECK DECKERS OUTDOOR 0.1%
Value ($000) $241 Shares 457 Est. Cost $80.39 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $241 Shares 1,772 Est. Cost $111.21 Unrealized 0.0%
GNRC GENERAC HLDGS INC COM 0.1%
Value ($000) $240 Shares 1,609 Est. Cost $114.00 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value ($000) $239 Shares 574 Est. Cost $385.06 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $238 Shares 2,092 Est. Cost $48.17 Unrealized +115.9%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $236 Shares 1,203 Est. Cost $173.93 Unrealized 0.0%
INDA ISHARES MSCI INDIA ETF 0.1%
Value ($000) $236 Shares 5,392 Est. Cost $43.70 Unrealized
RH RH COM 0.1%
Value ($000) $233 Shares 708 Est. Cost $261.37 Unrealized 0.0%
JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $227 Shares 3,594 Est. Cost $63.17 Unrealized
EQT EQT CORP COM 0.1%
Value ($000) $226 Shares 5,489 Est. Cost $34.01 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $224 Shares 1,294 Est. Cost $158.75 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $224 Shares 1,116 Est. Cost $170.34 Unrealized 0.0%
GSY INVESCO ULTRA SHORT DURATION ETF 0.1%
Value ($000) $223 Shares 4,483 Est. Cost $49.60 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.1%
Value ($000) $223 Shares 1,386 Est. Cost $144.91 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $219 Shares 572 Est. Cost $354.80 Unrealized 0.0%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $219 Shares 2,181 Est. Cost $80.68 Unrealized +13.2%
INSP INSPIRE MED SYS INC COM 0.1%
Value ($000) $218 Shares 673 Est. Cost $285.71 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $218 Shares 1,662 Est. Cost $123.71 Unrealized -2.2%
PEN PENUMBRA INC COM 0.1%
Value ($000) $218 Shares 633 Est. Cost $307.06 Unrealized 0.0%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value ($000) $215 Shares 8,085 Est. Cost $30.93 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.1%
Value ($000) $213 Shares 2,138 Est. Cost $99.61 Unrealized
SCHH SCH US REIT ETF 0.1%
Value ($000) $212 Shares 10,845 Est. Cost $19.50 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $212 Shares 2,138 Est. Cost $72.41 Unrealized +34.3%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $212 Shares 8,343 Est. Cost $30.22 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $211 Shares 1,244 Est. Cost $97.94 Unrealized
DAL DELTA AIR LINES INC DEL CMN 0.1%
Value ($000) $211 Shares 4,441 Est. Cost $35.89 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $210 Shares 18,474 Est. Cost $11.37 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $207 Shares 561 Est. Cost $159.48 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $207 Shares 449 Est. Cost $433.14 Unrealized -0.4%
ABT ABBOTT LABS COM 0.1%
Value ($000) $205 Shares 1,884 Est. Cost $101.46 Unrealized 0.0%
TGLS TECNOGLASS INC ORD SHS 0.1%
Value ($000) $205 Shares 3,974 Est. Cost $43.66 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $205 Shares 1,779 Est. Cost $65.09 Unrealized +60.5%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $204 Shares 660 Est. Cost $261.35 Unrealized +7.0%
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $204 Shares 1,329 Est. Cost $138.49 Unrealized 0.0%
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.1%
Value ($000) $203 Shares 5,012 Est. Cost $40.41 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $202 Shares 2,728 Est. Cost $64.81 Unrealized +8.0%
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.1%
Value ($000) $202 Shares 5,350 Est. Cost $37.72 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $201 Shares 2,915 Est. Cost $62.56 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.1%
Value ($000) $198 Shares 18,066 Est. Cost $10.21 Unrealized +0.2%
FTI TECHNIPFMC PLC COM 0.1%
Value ($000) $197 Shares 11,863 Est. Cost $13.84 Unrealized 0.0%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $172 Shares 13,560 Est. Cost $4.60 Unrealized
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $133 Shares 16,351 Est. Cost $6.66 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $120 Shares 19,889 Est. Cost $6.01 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $99 Shares 20,000 Est. Cost $3.97 Unrealized +20.3%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $1.14 Unrealized -9.7%