Trek Financial, LLC Diversified Active

CIK: 0001768195 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $1,151,644 (100.0% shares, 0.0% debt)

Holdings (312)

SGOV ISHARES TR 6.8%
Value ($000) $78,787 Shares 785,744 Est. Cost $100.33 Unrealized
BIL SPDR SER TR 6.6%
Value ($000) $76,054 Shares 832,193 Est. Cost $91.54 Unrealized
XLK SELECT SECTOR SPDR TR 4.5%
Value ($000) $51,458 Shares 267,343 Est. Cost $132.89 Unrealized
IVV ISHARES TR 3.7%
Value ($000) $42,558 Shares 89,102 Est. Cost $380.70 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 3.5%
Value ($000) $40,331 Shares 1,742,146 Est. Cost $22.98 Unrealized
VUG VANGUARD INDEX FDS 3.3%
Value ($000) $37,657 Shares 121,132 Est. Cost $269.19 Unrealized
VOO VANGUARD INDEX FDS 3.2%
Value ($000) $36,914 Shares 84,510 Est. Cost $372.07 Unrealized
XLY SELECT SECTOR SPDR TR 2.2%
Value ($000) $24,985 Shares 139,730 Est. Cost $165.40 Unrealized
IEFA ISHARES TR 2.1%
Value ($000) $23,805 Shares 338,373 Est. Cost $61.62 Unrealized
IUSB ISHARES TR 1.9%
Value ($000) $22,126 Shares 480,265 Est. Cost $46.63 Unrealized
XLC SELECT SECTOR SPDR TR 1.9%
Value ($000) $21,795 Shares 299,957 Est. Cost $62.31 Unrealized
XLV SELECT SECTOR SPDR TR 1.9%
Value ($000) $21,742 Shares 159,420 Est. Cost $128.27 Unrealized
SHY ISHARES TR 1.7%
Value ($000) $19,152 Shares 233,447 Est. Cost $82.15 Unrealized
IUSV ISHARES TR 1.6%
Value ($000) $18,675 Shares 221,451 Est. Cost $72.11 Unrealized
EMB ISHARES TR 1.6%
Value ($000) $18,650 Shares 209,414 Est. Cost $83.45 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $17,030 Shares 88,456 Est. Cost $123.82 Unrealized +47.6%
USHY ISHARES TR 1.4%
Value ($000) $15,856 Shares 436,198 Est. Cost $34.73 Unrealized
XLF SELECT SECTOR SPDR TR 1.3%
Value ($000) $15,420 Shares 410,115 Est. Cost $31.93 Unrealized
XLI SELECT SECTOR SPDR TR 1.3%
Value ($000) $15,264 Shares 133,904 Est. Cost $99.10 Unrealized
IEF ISHARES TR 1.2%
Value ($000) $13,711 Shares 142,246 Est. Cost $97.03 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $13,673 Shares 33,388 Est. Cost $325.88 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $13,173 Shares 162,069 Est. Cost $79.09 Unrealized
TLT ISHARES TR 1.1%
Value ($000) $12,876 Shares 130,214 Est. Cost $103.55 Unrealized
XLP SELECT SECTOR SPDR TR 1.1%
Value ($000) $12,227 Shares 169,748 Est. Cost $69.74 Unrealized
MBB ISHARES TR 1.0%
Value ($000) $11,657 Shares 123,910 Est. Cost $94.87 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.9%
Value ($000) $10,763 Shares 218,035 Est. Cost $49.17 Unrealized
QUAL ISHARES TR 0.9%
Value ($000) $10,696 Shares 72,690 Est. Cost $124.57 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $10,180 Shares 72,237 Est. Cost $114.04 Unrealized +18.1%
URNM SPROTT FDS TR 0.8%
Value ($000) $9,772 Shares 202,437 Est. Cost $41.52 Unrealized
UJUN INNOVATOR ETFS TR 0.8%
Value ($000) $9,614 Shares 319,885 Est. Cost $26.49 Unrealized
XLE SELECT SECTOR SPDR TR 0.8%
Value ($000) $9,509 Shares 113,422 Est. Cost $76.37 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.8%
Value ($000) $9,353 Shares 354,963 Est. Cost $24.44 Unrealized
TLH ISHARES TR 0.8%
Value ($000) $8,974 Shares 82,895 Est. Cost $114.89 Unrealized
EFV ISHARES TR 0.8%
Value ($000) $8,970 Shares 172,163 Est. Cost $48.41 Unrealized
IEMG ISHARES INC 0.8%
Value ($000) $8,968 Shares 177,303 Est. Cost $49.50 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $8,759 Shares 18,427 Est. Cost $405.81 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $7,685 Shares 21,546 Est. Cost $312.36 Unrealized +12.4%
MSFT MICROSOFT CORP 0.7%
Value ($000) $7,521 Shares 20,000 Est. Cost $259.45 Unrealized +35.0%
BITO PROSHARES TR 0.6%
Value ($000) $7,407 Shares 361,483 Est. Cost $20.49 Unrealized
PROSHARES TR II 0.6%
Value ($000) $7,216 Shares 253,727 Est. Cost $28.44 Unrealized
POCT INNOVATOR ETFS TR 0.6%
Value ($000) $7,036 Shares 194,793 Est. Cost $30.64 Unrealized
AR ANTERO RESOURCES CORP 0.6%
Value ($000) $6,974 Shares 307,480 Est. Cost $25.35 Unrealized 0.0%
TFLO ISHARES TR 0.6%
Value ($000) $6,710 Shares 132,955 Est. Cost $50.74 Unrealized
NET CLOUDFLARE INC 0.6%
Value ($000) $6,533 Shares 78,467 Est. Cost $69.95 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $6,485 Shares 27,337 Est. Cost $204.04 Unrealized
IYW ISHARES TR 0.6%
Value ($000) $6,452 Shares 52,559 Est. Cost $107.67 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $6,041 Shares 79,355 Est. Cost $75.26 Unrealized
OXY OCCIDENTAL PETE CORP 0.5%
Value ($000) $5,790 Shares 96,970 Est. Cost $59.60 Unrealized -1.6%
QLYS QUALYS INC 0.5%
Value ($000) $5,711 Shares 29,095 Est. Cost $174.91 Unrealized 0.0%
AGNC AGNC INVT CORP 0.5%
Value ($000) $5,561 Shares 566,864 Est. Cost $9.81 Unrealized
IT GARTNER INC 0.5%
Value ($000) $5,556 Shares 12,316 Est. Cost $399.48 Unrealized 0.0%
EFG ISHARES TR 0.5%
Value ($000) $5,519 Shares 56,988 Est. Cost $85.84 Unrealized
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,502 Shares 64,321 Est. Cost $82.26 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $5,055 Shares 12,424 Est. Cost $369.42 Unrealized 0.0%
META META PLATFORMS INC 0.4%
Value ($000) $5,031 Shares 14,213 Est. Cost $255.28 Unrealized +26.7%
XLRE SELECT SECTOR SPDR TR 0.4%
Value ($000) $4,934 Shares 123,156 Est. Cost $38.46 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $4,892 Shares 83,870 Est. Cost $58.08 Unrealized
ZIG ETF SER SOLUTIONS 0.4%
Value ($000) $4,790 Shares 137,491 Est. Cost $27.88 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $4,556 Shares 23,831 Est. Cost $174.41 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $4,299 Shares 39,991 Est. Cost $109.35 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.4%
Value ($000) $4,182 Shares 33,641 Est. Cost $116.38 Unrealized 0.0%
BTU PEABODY ENERGY CORP 0.4%
Value ($000) $4,046 Shares 166,374 Est. Cost $23.39 Unrealized 0.0%
LQD ISHARES TR 0.3%
Value ($000) $3,978 Shares 35,948 Est. Cost $104.50 Unrealized
GDX VANECK ETF TRUST 0.3%
Value ($000) $3,949 Shares 127,331 Est. Cost $31.01 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $3,865 Shares 80,691 Est. Cost $45.10 Unrealized
RRC RANGE RES CORP 0.3%
Value ($000) $3,831 Shares 125,848 Est. Cost $27.38 Unrealized +19.8%
EMXC ISHARES INC 0.3%
Value ($000) $3,759 Shares 67,845 Est. Cost $55.41 Unrealized
CCJ CAMECO CORP 0.3%
Value ($000) $3,730 Shares 86,552 Est. Cost $35.17 Unrealized +18.4%
PROSHARES TR II 0.3%
Value ($000) $3,698 Shares 438,175 Est. Cost $8.44 Unrealized
SMMD ISHARES TR 0.3%
Value ($000) $3,655 Shares 59,371 Est. Cost $56.23 Unrealized
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $3,576 Shares 6,995 Est. Cost $432.06 Unrealized 0.0%
ESGU ISHARES TR 0.3%
Value ($000) $3,400 Shares 32,410 Est. Cost $82.97 Unrealized
OEF ISHARES TR 0.3%
Value ($000) $3,354 Shares 15,015 Est. Cost $223.39 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $3,337 Shares 44,293 Est. Cost $72.03 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $3,318 Shares 52,400 Est. Cost $64.78 Unrealized
KOLD PROSHARES TR II 0.3%
Value ($000) $3,241 Shares 33,616 Est. Cost $96.41 Unrealized
UAUG INNOVATOR ETFS TR 0.3%
Value ($000) $3,198 Shares 104,043 Est. Cost $30.74 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $3,111 Shares 27,283 Est. Cost $114.04 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $3,056 Shares 37,040 Est. Cost $44.56 Unrealized +72.8%
IVW ISHARES TR 0.3%
Value ($000) $2,891 Shares 38,495 Est. Cost $68.42 Unrealized
BKD BROOKDALE SR LIVING INC 0.2%
Value ($000) $2,749 Shares 472,269 Est. Cost $4.69 Unrealized 0.0%
SD SANDRIDGE ENERGY INC 0.2%
Value ($000) $2,707 Shares 198,019 Est. Cost $15.14 Unrealized -2.5%
IOT SAMSARA INC 0.2%
Value ($000) $2,658 Shares 79,627 Est. Cost $27.77 Unrealized 0.0%
PAUG INNOVATOR ETFS TR 0.2%
Value ($000) $2,656 Shares 79,585 Est. Cost $28.46 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $2,638 Shares 17,359 Est. Cost $121.98 Unrealized +14.9%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $2,470 Shares 14,497 Est. Cost $150.52 Unrealized
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $2,452 Shares 3,668 Est. Cost $101.64 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $2,214 Shares 43,822 Est. Cost $46.51 Unrealized +3.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,154 Shares 15,418 Est. Cost $110.06 Unrealized +21.2%
AGG ISHARES TR 0.2%
Value ($000) $2,143 Shares 21,590 Est. Cost $98.76 Unrealized
PFIX SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $2,128 Shares 53,199 Est. Cost $94.26 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $2,125 Shares 92,216 Est. Cost $23.56 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $2,111 Shares 43,960 Est. Cost $32.86 Unrealized +29.2%
SILVERCREST METALS INC 0.2%
Value ($000) $2,024 Shares 309,059 Est. Cost $6.55 Unrealized
TJUL INNOVATOR ETFS TR 0.2%
Value ($000) $1,969 Shares 76,703 Est. Cost $24.80 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $1,953 Shares 47,174 Est. Cost $36.81 Unrealized 0.0%
MINT PIMCO ETF TR 0.2%
Value ($000) $1,903 Shares 19,068 Est. Cost $99.43 Unrealized
EWJ ISHARES INC 0.2%
Value ($000) $1,841 Shares 28,699 Est. Cost $61.51 Unrealized
OCTH INNOVATOR ETFS TR 0.2%
Value ($000) $1,838 Shares 75,815 Est. Cost $24.24 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,685 Shares 47,109 Est. Cost $35.76 Unrealized
EAPR INNOVATOR ETFS TR 0.1%
Value ($000) $1,618 Shares 64,325 Est. Cost $25.15 Unrealized
PJUL INNOVATOR ETFS TR 0.1%
Value ($000) $1,585 Shares 43,790 Est. Cost $33.43 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,523 Shares 3,075 Est. Cost $34.05 Unrealized +36.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,505 Shares 9,204 Est. Cost $117.80 Unrealized +20.1%
TSLA TESLA INC 0.1%
Value ($000) $1,489 Shares 5,992 Est. Cost $238.58 Unrealized -0.4%
ORCL ORACLE CORP 0.1%
Value ($000) $1,478 Shares 14,019 Est. Cost $109.58 Unrealized -2.6%
FTNT FORTINET INC 0.1%
Value ($000) $1,422 Shares 24,288 Est. Cost $67.76 Unrealized -18.4%
IJR ISHARES TR 0.1%
Value ($000) $1,416 Shares 13,082 Est. Cost $96.17 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,389 Shares 2,104 Est. Cost $333.47 Unrealized +72.0%
IYH ISHARES TR 0.1%
Value ($000) $1,383 Shares 4,832 Est. Cost $286.24 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,378 Shares 7,882 Est. Cost $174.87 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,339 Shares 13,389 Est. Cost $98.85 Unrealized -1.3%
V VISA INC 0.1%
Value ($000) $1,315 Shares 5,052 Est. Cost $216.67 Unrealized +12.0%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,304 Shares 22,503 Est. Cost $53.39 Unrealized
GBCI GLACIER BANCORP INC NEW 0.1%
Value ($000) $1,297 Shares 31,379 Est. Cost $32.34 Unrealized -1.6%
BDEC INNOVATOR ETFS TR 0.1%
Value ($000) $1,257 Shares 32,873 Est. Cost $38.25 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $1,253 Shares 4,599 Est. Cost $217.63 Unrealized +18.4%
IXC ISHARES TR 0.1%
Value ($000) $1,232 Shares 31,493 Est. Cost $39.11 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,229 Shares 11,275 Est. Cost $94.16 Unrealized +2.8%
FLOT ISHARES TR 0.1%
Value ($000) $1,108 Shares 21,887 Est. Cost $50.43 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $1,092 Shares 22,365 Est. Cost $44.19 Unrealized
UDEC INNOVATOR ETFS TR 0.1%
Value ($000) $1,051 Shares 32,815 Est. Cost $28.51 Unrealized
GLIN VANECK ETF TRUST 0.1%
Value ($000) $1,032 Shares 23,443 Est. Cost $37.87 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $1,027 Shares 29,007 Est. Cost $34.24 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,006 Shares 2,219 Est. Cost $355.01 Unrealized +17.6%
USMV ISHARES TR 0.1%
Value ($000) $989 Shares 12,679 Est. Cost $72.99 Unrealized
PNOV INNOVATOR ETFS TR 0.1%
Value ($000) $981 Shares 28,497 Est. Cost $30.95 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $975 Shares 6,291 Est. Cost $112.29 Unrealized +20.9%
BALT INNOVATOR ETFS TR 0.1%
Value ($000) $960 Shares 33,602 Est. Cost $27.04 Unrealized
KJAN INNOVATOR ETFS TR 0.1%
Value ($000) $954 Shares 27,798 Est. Cost $34.31 Unrealized
PDEC INNOVATOR ETFS TR 0.1%
Value ($000) $941 Shares 26,809 Est. Cost $35.10 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $901 Shares 5,743 Est. Cost $156.89 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $895 Shares 17,724 Est. Cost $49.92 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $886 Shares 8,507 Est. Cost $88.77 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $883 Shares 12,005 Est. Cost $71.81 Unrealized
IFRA ISHARES TR 0.1%
Value ($000) $869 Shares 21,585 Est. Cost $34.58 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $867 Shares 5,534 Est. Cost $146.16 Unrealized -1.8%
HD HOME DEPOT INC 0.1%
Value ($000) $836 Shares 2,413 Est. Cost $249.73 Unrealized +17.6%
INVH INVITATION HOMES INC 0.1%
Value ($000) $819 Shares 24,000 Est. Cost $30.29 Unrealized -1.0%
URA GLOBAL X FDS 0.1%
Value ($000) $808 Shares 29,188 Est. Cost $27.69 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $795 Shares 2,903 Est. Cost $256.76 Unrealized
EWZ ISHARES INC 0.1%
Value ($000) $790 Shares 22,609 Est. Cost $34.96 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $759 Shares 1,302 Est. Cost $480.87 Unrealized +19.6%
USFR WISDOMTREE TR 0.1%
Value ($000) $758 Shares 15,096 Est. Cost $50.32 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $741 Shares 4,355 Est. Cost $112.50 Unrealized +28.8%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.1%
Value ($000) $734 Shares 35,905 Est. Cost $20.44 Unrealized
PJAN INNOVATOR ETFS TR 0.1%
Value ($000) $733 Shares 19,681 Est. Cost $33.55 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $729 Shares 17,730 Est. Cost $40.48 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $720 Shares 18,455 Est. Cost $31.76 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.1%
Value ($000) $719 Shares 13,475 Est. Cost $47.03 Unrealized -5.0%
SPYM SPDR SER TR 0.1%
Value ($000) $705 Shares 12,612 Est. Cost $52.09 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $703 Shares 16,043 Est. Cost $38.50 Unrealized +4.1%
POWA INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $688 Shares 9,507 Est. Cost $44.93 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $685 Shares 193 Est. Cost $2316.80 Unrealized +32.4%
AVGO BROADCOM INC 0.1%
Value ($000) $673 Shares 603 Est. Cost $61.38 Unrealized +50.3%
ACWI ISHARES TR 0.1%
Value ($000) $666 Shares 6,546 Est. Cost $95.94 Unrealized
SHEN SHENANDOAH TELECOMMUNICATION 0.1%
Value ($000) $646 Shares 29,896 Est. Cost $36.41 Unrealized -38.5%
EWU ISHARES TR 0.1%
Value ($000) $632 Shares 19,128 Est. Cost $30.78 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $624 Shares 35,398 Est. Cost $10.28 Unrealized +49.1%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $624 Shares 3,739 Est. Cost $137.33 Unrealized -3.2%
BILZ PIMCO ETF TR 0.1%
Value ($000) $619 Shares 6,149 Est. Cost $100.64 Unrealized
ORI OLD REP INTL CORP 0.1%
Value ($000) $609 Shares 20,698 Est. Cost $23.48 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $595 Shares 14,755 Est. Cost $33.80 Unrealized +3.0%
ACT ENACT HLDGS INC 0.1%
Value ($000) $595 Shares 20,584 Est. Cost $25.65 Unrealized +2.4%
PMAY INNOVATOR ETFS TR 0.1%
Value ($000) $594 Shares 18,868 Est. Cost $27.45 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $592 Shares 1,387 Est. Cost $344.49 Unrealized +15.3%
CNA CNA FINL CORP 0.1%
Value ($000) $591 Shares 13,975 Est. Cost $33.12 Unrealized +4.1%
PAPR INNOVATOR ETFS TR 0.1%
Value ($000) $586 Shares 17,920 Est. Cost $29.86 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $581 Shares 3,901 Est. Cost $113.48 Unrealized +3.0%
DE DEERE & CO 0.1%
Value ($000) $580 Shares 1,451 Est. Cost $337.33 Unrealized +8.2%
EWQ ISHARES INC 0.1%
Value ($000) $580 Shares 14,795 Est. Cost $34.52 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $579 Shares 3,950 Est. Cost $124.12 Unrealized +13.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $571 Shares 7,053 Est. Cost $63.61 Unrealized +13.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $570 Shares 6,079 Est. Cost $75.64 Unrealized +15.4%
ITA ISHARES TR 0.0%
Value ($000) $569 Shares 4,493 Est. Cost $126.60 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $562 Shares 3,813 Est. Cost $98.76 Unrealized +19.3%
BA BOEING CO 0.0%
Value ($000) $556 Shares 2,132 Est. Cost $212.48 Unrealized +0.7%
MKL MARKEL GROUP INC 0.0%
Value ($000) $555 Shares 391 Est. Cost $1463.82 Unrealized -3.1%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $552 Shares 1,529 Est. Cost $352.69 Unrealized 0.0%
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $539 Shares 16,881 Est. Cost $28.99 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $533 Shares 14,146 Est. Cost $38.71 Unrealized -19.9%
DIS DISNEY WALT CO 0.0%
Value ($000) $532 Shares 5,890 Est. Cost $109.34 Unrealized -21.2%
KLAC KLA CORP 0.0%
Value ($000) $525 Shares 903 Est. Cost $391.17 Unrealized +30.6%
EPHE ISHARES TR 0.0%
Value ($000) $523 Shares 20,135 Est. Cost $25.99 Unrealized
BAUG INNOVATOR ETFS TR 0.0%
Value ($000) $514 Shares 14,280 Est. Cost $35.98 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $512 Shares 3,430 Est. Cost $109.85 Unrealized +25.4%
EJAN INNOVATOR ETFS TR 0.0%
Value ($000) $501 Shares 17,485 Est. Cost $28.67 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $496 Shares 5,733 Est. Cost $80.19 Unrealized -8.7%
ARGT GLOBAL X FDS 0.0%
Value ($000) $488 Shares 9,502 Est. Cost $51.34 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $486 Shares 5,108 Est. Cost $92.29 Unrealized
SAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $485 Shares 22,875 Est. Cost $21.22 Unrealized
PMAR INNOVATOR ETFS TR 0.0%
Value ($000) $485 Shares 13,624 Est. Cost $32.17 Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $480 Shares 3,635 Est. Cost $130.10 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $460 Shares 5,743 Est. Cost $57.96 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $460 Shares 21,103 Est. Cost $21.73 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $455 Shares 7,722 Est. Cost $54.17 Unrealized -1.7%
PEP PEPSICO INC 0.0%
Value ($000) $452 Shares 2,664 Est. Cost $134.91 Unrealized +14.0%
PSEP INNOVATOR ETFS TR 0.0%
Value ($000) $449 Shares 12,925 Est. Cost $32.40 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $449 Shares 853 Est. Cost $371.45 Unrealized +37.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $447 Shares 3,679 Est. Cost $117.75 Unrealized -5.6%
OCTJ INNOVATOR ETFS TR 0.0%
Value ($000) $444 Shares 18,395 Est. Cost $24.12 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $440 Shares 12,104 Est. Cost $36.36 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $437 Shares 1,877 Est. Cost $203.67 Unrealized +9.0%
INTC INTEL CORP 0.0%
Value ($000) $437 Shares 8,692 Est. Cost $29.89 Unrealized +34.0%
EWG ISHARES INC 0.0%
Value ($000) $432 Shares 14,552 Est. Cost $28.56 Unrealized
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $429 Shares 16,844 Est. Cost $28.79 Unrealized -14.3%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $429 Shares 31,057 Est. Cost $11.13 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $417 Shares 2,291 Est. Cost $186.48 Unrealized -7.1%
IWM ISHARES TR 0.0%
Value ($000) $409 Shares 2,040 Est. Cost $181.79 Unrealized
TNET TRINET GROUP INC 0.0%
Value ($000) $408 Shares 3,428 Est. Cost $102.80 Unrealized +8.4%
PFEB INNOVATOR ETFS TR 0.0%
Value ($000) $407 Shares 12,458 Est. Cost $29.23 Unrealized
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $405 Shares 3,998 Est. Cost $98.95 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $404 Shares 11,986 Est. Cost $37.22 Unrealized -25.8%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $399 Shares 2,913 Est. Cost $131.62 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $396 Shares 4,776 Est. Cost $71.88 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $394 Shares 5,500 Est. Cost $70.85 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $380 Shares 1,321 Est. Cost $188.31 Unrealized +35.5%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $379 Shares 9,410 Est. Cost $37.75 Unrealized -6.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $371 Shares 3,946 Est. Cost $75.78 Unrealized +10.5%
EWA ISHARES INC 0.0%
Value ($000) $366 Shares 15,029 Est. Cost $24.34 Unrealized
NOCT INNOVATOR ETFS TR 0.0%
Value ($000) $352 Shares 7,677 Est. Cost $45.80 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $350 Shares 1,180 Est. Cost $217.94 Unrealized +18.7%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $345 Shares 2,311 Est. Cost $112.98 Unrealized
EWC ISHARES INC 0.0%
Value ($000) $344 Shares 9,384 Est. Cost $32.02 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $338 Shares 1,220 Est. Cost $251.27 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $337 Shares 80,133 Est. Cost $5.59 Unrealized
BSEP INNOVATOR ETFS TR 0.0%
Value ($000) $337 Shares 9,175 Est. Cost $33.66 Unrealized
PJUN INNOVATOR ETFS TR 0.0%
Value ($000) $334 Shares 10,003 Est. Cost $30.79 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $329 Shares 16,441 Est. Cost $14.10 Unrealized +13.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $327 Shares 694 Est. Cost $446.64 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $324 Shares 922 Est. Cost $264.07 Unrealized +18.4%
IDEV ISHARES TR 0.0%
Value ($000) $321 Shares 5,046 Est. Cost $63.66 Unrealized
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $317 Shares 4,641 Est. Cost $60.71 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $314 Shares 3,646 Est. Cost $67.36 Unrealized 0.0%
SPIRIT RLTY CAP INC NEW 0.0%
Value ($000) $308 Shares 7,047 Est. Cost $37.86 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $306 Shares 2,634 Est. Cost $90.90 Unrealized +20.7%
EIDO ISHARES TR 0.0%
Value ($000) $306 Shares 13,692 Est. Cost $22.32 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $306 Shares 1,539 Est. Cost $172.48 Unrealized -0.2%
FIZZ NATIONAL BEVERAGE CORP 0.0%
Value ($000) $303 Shares 6,086 Est. Cost $47.07 Unrealized -5.1%
BUFF INNOVATOR ETFS TR 0.0%
Value ($000) $301 Shares 7,521 Est. Cost $34.69 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $300 Shares 619 Est. Cost $440.95 Unrealized
IJAN INNOVATOR ETFS TR 0.0%
Value ($000) $296 Shares 9,731 Est. Cost $30.40 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $292 Shares 7,325 Est. Cost $34.88 Unrealized
IOCT INNOVATOR ETFS TR 0.0%
Value ($000) $289 Shares 10,336 Est. Cost $27.94 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $289 Shares 1,248 Est. Cost $215.21 Unrealized -4.6%
LOW LOWES COS INC 0.0%
Value ($000) $285 Shares 1,282 Est. Cost $193.74 Unrealized +0.5%
HSY HERSHEY CO 0.0%
Value ($000) $285 Shares 1,526 Est. Cost $180.54 Unrealized -1.6%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $282 Shares 5,456 Est. Cost $51.69 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $282 Shares 5,066 Est. Cost $39.49 Unrealized +25.8%
SYK STRYKER CORPORATION 0.0%
Value ($000) $277 Shares 926 Est. Cost $281.34 Unrealized -2.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $277 Shares 2,659 Est. Cost $110.06 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $275 Shares 907 Est. Cost $265.99 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $274 Shares 9,621 Est. Cost $28.29 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $274 Shares 2,805 Est. Cost $81.80 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $271 Shares 556 Est. Cost $42.39 Unrealized +3.0%
ADBE ADOBE INC 0.0%
Value ($000) $270 Shares 452 Est. Cost $417.84 Unrealized +38.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $270 Shares 1,864 Est. Cost $108.54 Unrealized +9.0%
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $269 Shares 9,913 Est. Cost $29.33 Unrealized
NULV NUSHARES ETF TR 0.0%
Value ($000) $266 Shares 7,395 Est. Cost $34.52 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $262 Shares 2,168 Est. Cost $104.66 Unrealized +10.4%
OKE ONEOK INC NEW 0.0%
Value ($000) $256 Shares 3,644 Est. Cost $57.97 Unrealized +4.1%
DNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $255 Shares 6,578 Est. Cost $38.72 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $254 Shares 926 Est. Cost $270.16 Unrealized -4.1%
XBIL RBB FD INC 0.0%
Value ($000) $250 Shares 5,000 Est. Cost $50.15 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $250 Shares 2,237 Est. Cost $108.57 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $248 Shares 6,342 Est. Cost $35.62 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $247 Shares 4,096 Est. Cost $48.12 Unrealized +11.4%
IWD ISHARES TR 0.0%
Value ($000) $244 Shares 1,477 Est. Cost $157.25 Unrealized
KOCT INNOVATOR ETFS TR 0.0%
Value ($000) $240 Shares 8,715 Est. Cost $27.52 Unrealized
WMT WALMART INC 0.0%
Value ($000) $239 Shares 1,519 Est. Cost $46.47 Unrealized +11.1%
DAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $230 Shares 6,490 Est. Cost $33.09 Unrealized
LGLV SPDR SER TR 0.0%
Value ($000) $229 Shares 1,579 Est. Cost $140.61 Unrealized
BJUL INNOVATOR ETFS TR 0.0%
Value ($000) $228 Shares 6,050 Est. Cost $34.47 Unrealized
PETIQ INC 0.0%
Value ($000) $225 Shares 11,403 Est. Cost $19.75 Unrealized
BOCT INNOVATOR ETFS TR 0.0%
Value ($000) $225 Shares 5,850 Est. Cost $38.47 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $225 Shares 854 Est. Cost $223.60 Unrealized 0.0%
BLACKROCK DEBT STRATEGIES FD 0.0%
Value ($000) $224 Shares 20,754 Est. Cost $9.28 Unrealized
T AT&T INC 0.0%
Value ($000) $221 Shares 13,195 Est. Cost $14.21 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $216 Shares 1,095 Est. Cost $172.86 Unrealized 0.0%
BNOV INNOVATOR ETFS TR 0.0%
Value ($000) $215 Shares 6,166 Est. Cost $33.97 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $215 Shares 3,126 Est. Cost $56.12 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $214 Shares 3,245 Est. Cost $65.80 Unrealized
ACTIVESHARES ETF TR 0.0%
Value ($000) $211 Shares 5,888 Est. Cost $35.87 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $210 Shares 1,002 Est. Cost $175.50 Unrealized -1.8%
RTX RTX CORPORATION 0.0%
Value ($000) $210 Shares 2,493 Est. Cost $92.28 Unrealized -18.1%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $209 Shares 1,226 Est. Cost $160.79 Unrealized -9.5%
PROSHARES TR 0.0%
Value ($000) $207 Shares 15,961 Est. Cost $14.47 Unrealized
IAPR INNOVATOR ETFS TR 0.0%
Value ($000) $204 Shares 7,939 Est. Cost $25.73 Unrealized
IJUL INNOVATOR ETFS TR 0.0%
Value ($000) $204 Shares 7,509 Est. Cost $27.12 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $204 Shares 5,543 Est. Cost $33.26 Unrealized
UJAN INNOVATOR ETFS TR 0.0%
Value ($000) $203 Shares 5,904 Est. Cost $34.43 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $203 Shares 7,049 Est. Cost $36.93 Unrealized -28.5%
TE CONNECTIVITY LTD 0.0%
Value ($000) $201 Shares 1,433 Est. Cost $140.50 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $201 Shares 7,709 Est. Cost $26.11 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $201 Shares 931 Est. Cost $175.15 Unrealized 0.0%
EJUL INNOVATOR ETFS TR 0.0%
Value ($000) $201 Shares 8,496 Est. Cost $23.05 Unrealized
HAWAIIAN HOLDINGS INC 0.0%
Value ($000) $166 Shares 11,677 Est. Cost $13.19 Unrealized
AEG AEGON LTD 0.0%
Value ($000) $158 Shares 27,391 Est. Cost $5.76 Unrealized
SPOK SPOK HLDGS INC 0.0%
Value ($000) $155 Shares 10,027 Est. Cost $15.39 Unrealized 0.0%
ORANY ORANGE 0.0%
Value ($000) $151 Shares 13,174 Est. Cost $11.43 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $149 Shares 10,113 Est. Cost $11.04 Unrealized 0.0%
ENIC ENEL CHILE S.A. 0.0%
Value ($000) $144 Shares 44,478 Est. Cost $3.24 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $144 Shares 10,570 Est. Cost $10.33 Unrealized +32.5%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $136 Shares 20,713 Est. Cost $5.44 Unrealized
PROSHARES TR 0.0%
Value ($000) $133 Shares 14,044 Est. Cost $10.89 Unrealized
ICL ICL GROUP LTD 0.0%
Value ($000) $122 Shares 24,303 Est. Cost $6.02 Unrealized -15.4%
FISKER INC 0.0%
Value ($000) $66 Shares 37,453 Est. Cost $1.75 Unrealized
GABELLI UTIL TR 0.0%
Value ($000) $60 Shares 11,060 Est. Cost $7.20 Unrealized
EMX EMX RTY CORP 0.0%
Value ($000) $32 Shares 20,000 Est. Cost $1.65 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $24 Shares 10,193 Est. Cost $2.20 Unrealized
CBAT CBAK ENERGY TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 14,964 Est. Cost $1.24 Unrealized -29.5%
BENSON HILL INC 0.0%
Value ($000) $3 Shares 18,440 Est. Cost $1.15 Unrealized