Waterloo Capital, L.P. Diversified Active

CIK: 0001730942 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $617,836 (100.0% shares, 0.0% debt)

Holdings (371)

IVV ISHARES S&P 500 INDEX 3.1%
Value ($000) $19,021 Shares 39,823 Est. Cost $402.40 Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 2.9%
Value ($000) $18,221 Shares 549,487 Est. Cost $26.66 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 2.7%
Value ($000) $16,811 Shares 243,462 Est. Cost $62.46 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.2%
Value ($000) $13,466 Shares 91,520 Est. Cost $141.58 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 2.1%
Value ($000) $12,965 Shares 168,332 Est. Cost $76.49 Unrealized
IDUB APTUS INTERNATIONAL ENHANCED YIELD 1.9%
Value ($000) $11,644 Shares 582,491 Est. Cost $19.42 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 1.9%
Value ($000) $11,570 Shares 70,018 Est. Cost $155.12 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $10,884 Shares 56,533 Est. Cost $133.61 Unrealized +36.8%
QQQM INVESCO NASDAQ 100 ETF 1.7%
Value ($000) $10,563 Shares 62,673 Est. Cost $153.61 Unrealized
DRSK APTUS DEFINED RISK ETF 1.7%
Value ($000) $10,233 Shares 406,083 Est. Cost $27.78 Unrealized
MSFT MICROSOFT 1.6%
Value ($000) $9,717 Shares 25,840 Est. Cost $250.04 Unrealized +40.1%
VOO VANGUARD S&P 500 ETF 1.5%
Value ($000) $9,569 Shares 21,907 Est. Cost $358.22 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 1.5%
Value ($000) $9,563 Shares 334,839 Est. Cost $28.39 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 1.5%
Value ($000) $9,419 Shares 144,779 Est. Cost $57.40 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.5%
Value ($000) $9,419 Shares 196,631 Est. Cost $43.27 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.5%
Value ($000) $9,368 Shares 59,368 Est. Cost $147.97 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.5%
Value ($000) $9,295 Shares 93,649 Est. Cost $99.87 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.5%
Value ($000) $9,275 Shares 19,513 Est. Cost $457.27 Unrealized
OSCV OPUS SMALL CAP VALUE ETF 1.5%
Value ($000) $9,138 Shares 272,185 Est. Cost $23.40 Unrealized
JUCY APTUS ENHANCED YIELD ETF 1.4%
Value ($000) $8,854 Shares 374,126 Est. Cost $24.77 Unrealized
DUBS APTUS LARGE CAP ENHANCED YIELD ETF 1.4%
Value ($000) $8,649 Shares 323,759 Est. Cost $24.70 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.4%
Value ($000) $8,392 Shares 218,304 Est. Cost $28.13 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 1.1%
Value ($000) $6,497 Shares 103,688 Est. Cost $62.56 Unrealized
WMT WALMART INC COM 1.0%
Value ($000) $6,141 Shares 38,951 Est. Cost $51.68 Unrealized -0.1%
AVGO BROADCOM INC COM 1.0%
Value ($000) $6,120 Shares 5,482 Est. Cost $75.12 Unrealized +22.8%
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 1.0%
Value ($000) $6,104 Shares 66,794 Est. Cost $91.82 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 1.0%
Value ($000) $5,883 Shares 114,759 Est. Cost $49.54 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.9%
Value ($000) $5,820 Shares 104,106 Est. Cost $48.72 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.9%
Value ($000) $5,502 Shares 218,870 Est. Cost $25.14 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.8%
Value ($000) $5,120 Shares 121,268 Est. Cost $42.22 Unrealized
QQQ POWERSHARES QQQ TR 0.7%
Value ($000) $4,537 Shares 11,078 Est. Cost $360.48 Unrealized
BX BLACKSTONE GROUP LP 0.7%
Value ($000) $4,493 Shares 34,322 Est. Cost $90.24 Unrealized +13.1%
AMZN AMAZON.COM INC 0.7%
Value ($000) $4,492 Shares 29,566 Est. Cost $123.31 Unrealized +13.7%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.7%
Value ($000) $4,487 Shares 56,061 Est. Cost $79.13 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.7%
Value ($000) $4,471 Shares 17,047 Est. Cost $262.26 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $4,419 Shares 107,510 Est. Cost $38.99 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $4,194 Shares 17,681 Est. Cost $227.84 Unrealized
PEP PEPSICO INC COM 0.7%
Value ($000) $4,046 Shares 23,821 Est. Cost $144.72 Unrealized +6.2%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.6%
Value ($000) $3,836 Shares 49,347 Est. Cost $77.73 Unrealized
SCHX Schwab US Large Cap ETF 0.6%
Value ($000) $3,501 Shares 62,081 Est. Cost $52.48 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.5%
Value ($000) $3,262 Shares 305,438 Est. Cost $10.68 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.5%
Value ($000) $3,241 Shares 44,605 Est. Cost $64.47 Unrealized
V VISA INC 0.5%
Value ($000) $3,213 Shares 12,340 Est. Cost $209.82 Unrealized +15.7%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $3,156 Shares 22,594 Est. Cost $106.50 Unrealized +25.2%
IYE ISHARES U.S. ENERGY ETF 0.5%
Value ($000) $3,113 Shares 70,560 Est. Cost $44.12 Unrealized
INDA ISHARES MSCI INDIA ETF 0.5%
Value ($000) $3,102 Shares 63,558 Est. Cost $45.15 Unrealized
HFXI IQ FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.5%
Value ($000) $2,963 Shares 119,128 Est. Cost $24.87 Unrealized
M D C HOLDING INC 0.5%
Value ($000) $2,902 Shares 52,524 Est. Cost $55.25 Unrealized
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $2,858 Shares 16,800 Est. Cost $123.59 Unrealized +17.2%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.5%
Value ($000) $2,857 Shares 95,742 Est. Cost $26.54 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.5%
Value ($000) $2,815 Shares 32,000 Est. Cost $87.64 Unrealized
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $2,797 Shares 5,313 Est. Cost $388.28 Unrealized +31.7%
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $2,773 Shares 138,851 Est. Cost $12.77 Unrealized +10.7%
URI UNITED RENTALS INC 0.4%
Value ($000) $2,649 Shares 4,620 Est. Cost $462.72 Unrealized 0.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.4%
Value ($000) $2,638 Shares 23,063 Est. Cost $114.36 Unrealized
DOW DOW INC COM 0.4%
Value ($000) $2,544 Shares 46,392 Est. Cost $44.66 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $2,519 Shares 31,904 Est. Cost $65.40 Unrealized 0.0%
STX SEAGATE TECHNOLOGY 0.4%
Value ($000) $2,514 Shares 29,451 Est. Cost $70.61 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $2,472 Shares 50,228 Est. Cost $41.03 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.4%
Value ($000) $2,449 Shares 60,380 Est. Cost $39.76 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.4%
Value ($000) $2,448 Shares 24,547 Est. Cost $100.13 Unrealized
VNO VORNADO REALTY TRUST 0.4%
Value ($000) $2,410 Shares 85,314 Est. Cost $28.25 Unrealized
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $2,387 Shares 16,737 Est. Cost $108.32 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $2,380 Shares 77,617 Est. Cost $30.66 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $2,366 Shares 16,788 Est. Cost $125.96 Unrealized +6.9%
ARCC ARES CAPITAL CORP COM 0.4%
Value ($000) $2,337 Shares 116,685 Est. Cost $15.96 Unrealized 0.0%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.4%
Value ($000) $2,329 Shares 12,149 Est. Cost $191.71 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.4%
Value ($000) $2,320 Shares 162,614 Est. Cost $14.27 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $2,308 Shares 4,660 Est. Cost $32.27 Unrealized +43.5%
FLOT ISHARES FLOATING RATE BOND ETF 0.4%
Value ($000) $2,249 Shares 44,427 Est. Cost $50.67 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.3%
Value ($000) $2,119 Shares 100,068 Est. Cost $21.04 Unrealized
TNL TRAVEL PLUS LEISURE CO COM 0.3%
Value ($000) $2,081 Shares 53,233 Est. Cost $33.07 Unrealized 0.0%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $2,080 Shares 60,300 Est. Cost $25.54 Unrealized 0.0%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $2,073 Shares 98,637 Est. Cost $21.02 Unrealized
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $2,057 Shares 116,638 Est. Cost $15.34 Unrealized 0.0%
ADBE ADOBE SYS INC 0.3%
Value ($000) $1,997 Shares 3,348 Est. Cost $397.31 Unrealized +45.2%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.3%
Value ($000) $1,995 Shares 92,803 Est. Cost $21.50 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.3%
Value ($000) $1,979 Shares 29,174 Est. Cost $67.85 Unrealized
LNC LINCOLN NATL CORP IND COM 0.3%
Value ($000) $1,903 Shares 70,546 Est. Cost $21.24 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP COM 0.3%
Value ($000) $1,903 Shares 151,845 Est. Cost $11.02 Unrealized 0.0%
BKAG BNY MELLON CORE BOND ETF 0.3%
Value ($000) $1,883 Shares 44,305 Est. Cost $40.30 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,882 Shares 12,142 Est. Cost $135.67 Unrealized +0.0%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.3%
Value ($000) $1,881 Shares 80,467 Est. Cost $22.42 Unrealized
WHR WHIRLPOOL CORP COM 0.3%
Value ($000) $1,860 Shares 15,277 Est. Cost $116.51 Unrealized 0.0%
LADR LADDER CAP CORP CL A 0.3%
Value ($000) $1,858 Shares 161,430 Est. Cost $11.51 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.3%
Value ($000) $1,851 Shares 35,143 Est. Cost $52.66 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,836 Shares 19,510 Est. Cost $83.71 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $1,817 Shares 25,877 Est. Cost $60.36 Unrealized 0.0%
HTGC HERCULES CAPITAL INC COM 0.3%
Value ($000) $1,803 Shares 108,181 Est. Cost $15.82 Unrealized 0.0%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.3%
Value ($000) $1,777 Shares 64,288 Est. Cost $21.91 Unrealized 0.0%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.3%
Value ($000) $1,757 Shares 33,037 Est. Cost $50.93 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.3%
Value ($000) $1,748 Shares 68,338 Est. Cost $19.11 Unrealized 0.0%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.3%
Value ($000) $1,708 Shares 79,072 Est. Cost $20.55 Unrealized 0.0%
HD HOME DEPOT 0.3%
Value ($000) $1,654 Shares 4,773 Est. Cost $268.95 Unrealized +9.2%
TSLA TESLA MOTORS INC 0.3%
Value ($000) $1,651 Shares 6,646 Est. Cost $219.69 Unrealized +8.2%
IJR ISHARES S&P SMALLCAP 600 ETF 0.3%
Value ($000) $1,616 Shares 14,928 Est. Cost $108.25 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,556 Shares 8,085 Est. Cost $117.70 Unrealized
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.2%
Value ($000) $1,527 Shares 53,039 Est. Cost $28.79 Unrealized
LTC LTC PPTYS INC COM 0.2%
Value ($000) $1,519 Shares 47,287 Est. Cost $32.12 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $1,510 Shares 9,481 Est. Cost $124.54 Unrealized +15.1%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $1,497 Shares 7,276 Est. Cost $106.22 Unrealized +67.7%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,482 Shares 36,748 Est. Cost $34.81 Unrealized 0.0%
BXMT BLACKSTONE MTG TR INC COM CL A 0.2%
Value ($000) $1,481 Shares 69,649 Est. Cost $21.27 Unrealized
JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 0.2%
Value ($000) $1,417 Shares 55,741 Est. Cost $25.43 Unrealized
ROP ROPER INDUSTRIES INC 0.2%
Value ($000) $1,412 Shares 2,590 Est. Cost $364.87 Unrealized +39.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,367 Shares 19,436 Est. Cost $68.96 Unrealized
CPRT COPART INC 0.2%
Value ($000) $1,359 Shares 27,727 Est. Cost $34.48 Unrealized +37.0%
PFE PFIZER INC COM 0.2%
Value ($000) $1,334 Shares 46,348 Est. Cost $26.40 Unrealized 0.0%
CHE CHEMED CORP NEW COM 0.2%
Value ($000) $1,317 Shares 2,252 Est. Cost $488.59 Unrealized +13.6%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $1,307 Shares 4,431 Est. Cost $133.70 Unrealized 0.0%
GBDC GOLUB CAP BDC INC COM 0.2%
Value ($000) $1,304 Shares 86,383 Est. Cost $11.45 Unrealized 0.0%
IQSU IQ CANDRIAM U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $1,303 Shares 31,031 Est. Cost $41.99 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.2%
Value ($000) $1,301 Shares 27,901 Est. Cost $45.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,296 Shares 3,634 Est. Cost $336.27 Unrealized +4.4%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.2%
Value ($000) $1,248 Shares 74,005 Est. Cost $16.86 Unrealized
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.2%
Value ($000) $1,247 Shares 78,655 Est. Cost $15.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $1,247 Shares 2,350 Est. Cost $509.13 Unrealized -5.6%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $1,231 Shares 22,398 Est. Cost $54.62 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $1,225 Shares 53,180 Est. Cost $22.79 Unrealized
NOW SERVICENOW INC COM 0.2%
Value ($000) $1,218 Shares 1,724 Est. Cost $126.04 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $1,212 Shares 5,613 Est. Cost $188.48 Unrealized -7.1%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $1,211 Shares 7,808 Est. Cost $139.59 Unrealized +3.4%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.2%
Value ($000) $1,205 Shares 25,501 Est. Cost $42.22 Unrealized
META META PLATFORMS INC CL A 0.2%
Value ($000) $1,199 Shares 3,388 Est. Cost $217.66 Unrealized +48.6%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $1,189 Shares 8,066 Est. Cost $117.86 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $1,189 Shares 11,855 Est. Cost $100.35 Unrealized
OUTFRONT MEDIA INC COM 0.2%
Value ($000) $1,145 Shares 82,029 Est. Cost $13.96 Unrealized
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $1,136 Shares 21,135 Est. Cost $45.05 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,111 Shares 29,540 Est. Cost $35.14 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $1,068 Shares 4,617 Est. Cost $210.35 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $1,067 Shares 6,806 Est. Cost $136.50 Unrealized +5.2%
JBHT HUNT J B TRANS SVCS INC COM 0.2%
Value ($000) $1,065 Shares 5,331 Est. Cost $181.12 Unrealized 0.0%
ACN ACCENTURE LTD BERMUDA CL A 0.2%
Value ($000) $1,047 Shares 2,982 Est. Cost $300.08 Unrealized +4.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,020 Shares 7,476 Est. Cost $110.08 Unrealized
A AGILENT TECH INC 0.2%
Value ($000) $991 Shares 7,127 Est. Cost $117.22 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $986 Shares 10,515 Est. Cost $87.27 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $980 Shares 15,096 Est. Cost $64.93 Unrealized
TMUS T-MOBILE US INC COM 0.2%
Value ($000) $979 Shares 6,107 Est. Cost $143.16 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $958 Shares 9,587 Est. Cost $99.39 Unrealized -1.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $958 Shares 1,979 Est. Cost $484.02 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.2%
Value ($000) $956 Shares 3,449 Est. Cost $241.98 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.2%
Value ($000) $948 Shares 11,429 Est. Cost $79.69 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $936 Shares 6,278 Est. Cost $121.26 Unrealized +13.6%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $920 Shares 6,276 Est. Cost $126.61 Unrealized +11.1%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $914 Shares 4,285 Est. Cost $192.94 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $910 Shares 1,858 Est. Cost $421.81 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.1%
Value ($000) $903 Shares 14,763 Est. Cost $56.03 Unrealized 0.0%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $897 Shares 22,297 Est. Cost $38.73 Unrealized
SCHH SCH US REIT ETF 0.1%
Value ($000) $896 Shares 43,263 Est. Cost $20.71 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $882 Shares 17,553 Est. Cost $50.15 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $866 Shares 1,312 Est. Cost $535.19 Unrealized +7.2%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.1%
Value ($000) $847 Shares 15,222 Est. Cost $57.50 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $844 Shares 61,162 Est. Cost $11.75 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $823 Shares 5,689 Est. Cost $118.34 Unrealized 0.0%
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $819 Shares 17,661 Est. Cost $38.87 Unrealized 0.0%
EQUITRANS MIDSTREAM CORP COM 0.1%
Value ($000) $819 Shares 80,475 Est. Cost $10.18 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $805 Shares 7,735 Est. Cost $104.10 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.1%
Value ($000) $802 Shares 8,091 Est. Cost $99.35 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $795 Shares 8,167 Est. Cost $88.09 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $792 Shares 7,098 Est. Cost $108.64 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $790 Shares 3,398 Est. Cost $212.29 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $781 Shares 15,189 Est. Cost $42.17 Unrealized
CASY CASEYS GEN STORES INC COM 0.1%
Value ($000) $760 Shares 2,768 Est. Cost $270.43 Unrealized 0.0%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.1%
Value ($000) $760 Shares 30,707 Est. Cost $24.76 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $746 Shares 5,413 Est. Cost $126.28 Unrealized 0.0%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $738 Shares 1,266 Est. Cost $512.03 Unrealized +12.3%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.1%
Value ($000) $733 Shares 32,506 Est. Cost $22.55 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $729 Shares 6,623 Est. Cost $96.07 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $715 Shares 3,563 Est. Cost $191.92 Unrealized
BRKR BRUKER BIOSCIENCES CORP 0.1%
Value ($000) $703 Shares 9,570 Est. Cost $63.54 Unrealized 0.0%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $700 Shares 10,836 Est. Cost $60.64 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $685 Shares 8,347 Est. Cost $81.26 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $679 Shares 2,810 Est. Cost $227.93 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $672 Shares 9,768 Est. Cost $56.12 Unrealized 0.0%
MSCI MSCI INC COM 0.1%
Value ($000) $670 Shares 1,184 Est. Cost $503.30 Unrealized 0.0%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $665 Shares 18,394 Est. Cost $35.70 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $663 Shares 1,554 Est. Cost $397.11 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $659 Shares 3,140 Est. Cost $172.33 Unrealized 0.0%
LEN LENNAR CORP CL A 0.1%
Value ($000) $655 Shares 4,392 Est. Cost $116.88 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $630 Shares 7,136 Est. Cost $88.35 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $626 Shares 2,188 Est. Cost $273.08 Unrealized
BSY BENTLEY SYS INC COM CL B 0.1%
Value ($000) $623 Shares 11,936 Est. Cost $50.78 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $617 Shares 2,082 Est. Cost $258.68 Unrealized 0.0%
PCOR PROCORE TECHNOLOGIES INC COM 0.1%
Value ($000) $612 Shares 8,840 Est. Cost $61.67 Unrealized 0.0%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $603 Shares 5,721 Est. Cost $105.38 Unrealized +1.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $601 Shares 11,873 Est. Cost $50.58 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $593 Shares 1,308 Est. Cost $417.42 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $592 Shares 2,808 Est. Cost $179.88 Unrealized 0.0%
BK OF AMERICA CORP 7.25CNV PFD L 0.1%
Value ($000) $589 Shares 489 Est. Cost $1205.28 Unrealized
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $588 Shares 30,459 Est. Cost $17.70 Unrealized 0.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $587 Shares 4,635 Est. Cost $104.12 Unrealized 0.0%
BWA BORG WARNER AUTOMOTIVE INC 0.1%
Value ($000) $581 Shares 16,218 Est. Cost $34.62 Unrealized 0.0%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $581 Shares 6,894 Est. Cost $84.33 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value ($000) $577 Shares 28,462 Est. Cost $18.37 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $558 Shares 2,041 Est. Cost $228.27 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $554 Shares 10,973 Est. Cost $47.98 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $546 Shares 6,627 Est. Cost $71.45 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $546 Shares 6,043 Est. Cost $86.20 Unrealized 0.0%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $538 Shares 19,437 Est. Cost $27.69 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $535 Shares 20,880 Est. Cost $26.88 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $534 Shares 5,405 Est. Cost $98.88 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $526 Shares 8,144 Est. Cost $59.96 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $525 Shares 2,181 Est. Cost $215.55 Unrealized 0.0%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $516 Shares 3,287 Est. Cost $112.19 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $515 Shares 1,170 Est. Cost $388.21 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $514 Shares 145 Est. Cost $2985.32 Unrealized +2.8%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $512 Shares 2,098 Est. Cost $214.57 Unrealized 0.0%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $511 Shares 1,516 Est. Cost $268.56 Unrealized +11.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $507 Shares 1,673 Est. Cost $211.75 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $507 Shares 3,101 Est. Cost $141.50 Unrealized 0.0%
ZTS ZOETIS INC COM CL A 0.1%
Value ($000) $504 Shares 2,552 Est. Cost $172.86 Unrealized 0.0%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.1%
Value ($000) $492 Shares 3,722 Est. Cost $132.12 Unrealized
NFLX NETFLIX COM INC 0.1%
Value ($000) $489 Shares 1,005 Est. Cost $35.30 Unrealized +23.7%
SHV ISHARES TR LEHMAN SHORT TREA BDFD 0.1%
Value ($000) $489 Shares 4,443 Est. Cost $110.39 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $488 Shares 1,947 Est. Cost $250.71 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $487 Shares 8,014 Est. Cost $53.46 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $483 Shares 9,427 Est. Cost $51.28 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $483 Shares 3,717 Est. Cost $68.50 Unrealized +74.2%
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.1%
Value ($000) $482 Shares 12,800 Est. Cost $32.96 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.1%
Value ($000) $480 Shares 18,273 Est. Cost $26.28 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.1%
Value ($000) $478 Shares 11,496 Est. Cost $39.23 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $473 Shares 13,479 Est. Cost $31.62 Unrealized
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $470 Shares 5,718 Est. Cost $73.75 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $458 Shares 4,112 Est. Cost $63.48 Unrealized +57.2%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $455 Shares 13,925 Est. Cost $29.49 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $455 Shares 3,042 Est. Cost $149.51 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $452 Shares 750 Est. Cost $131.70 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $440 Shares 3,979 Est. Cost $109.41 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $440 Shares 1,072 Est. Cost $383.62 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $436 Shares 4,004 Est. Cost $96.81 Unrealized 0.0%
GLD SPDR GOLD ETF 0.1%
Value ($000) $432 Shares 2,262 Est. Cost $160.54 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $429 Shares 4,242 Est. Cost $92.71 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $429 Shares 686 Est. Cost $310.66 Unrealized +75.3%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $428 Shares 2,376 Est. Cost $179.99 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $425 Shares 11,585 Est. Cost $36.72 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $425 Shares 12,208 Est. Cost $32.16 Unrealized 0.0%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $420 Shares 6,323 Est. Cost $66.49 Unrealized
MAIN MAIN STR CAP CORP COM 0.1%
Value ($000) $419 Shares 9,704 Est. Cost $40.85 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $418 Shares 2,339 Est. Cost $133.52 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $416 Shares 2,441 Est. Cost $145.50 Unrealized 0.0%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.1%
Value ($000) $416 Shares 12,134 Est. Cost $32.28 Unrealized
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $416 Shares 8,346 Est. Cost $45.39 Unrealized 0.0%
BALL BALL CORP COM 0.1%
Value ($000) $414 Shares 7,203 Est. Cost $50.04 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $411 Shares 3,951 Est. Cost $104.00 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $406 Shares 3,499 Est. Cost $102.07 Unrealized +7.5%
BLACKROCK INC 0.1%
Value ($000) $405 Shares 499 Est. Cost $812.17 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.1%
Value ($000) $405 Shares 4,788 Est. Cost $47.20 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $402 Shares 3,530 Est. Cost $104.21 Unrealized
OCSL OAKTREE SPECIALTY LENDING CORP COM 0.1%
Value ($000) $401 Shares 19,613 Est. Cost $19.75 Unrealized 0.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $398 Shares 1,306 Est. Cost $304.55 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $396 Shares 5,655 Est. Cost $44.26 Unrealized
PSP POWERSHARES GLOBAL LISTED PRIVATE EQUITY ETF 0.1%
Value ($000) $396 Shares 6,363 Est. Cost $62.20 Unrealized
MLPA GLOBAL X MLP ETF 0.1%
Value ($000) $388 Shares 8,767 Est. Cost $41.79 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $388 Shares 4,072 Est. Cost $91.24 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $387 Shares 4,196 Est. Cost $92.26 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value ($000) $385 Shares 14,308 Est. Cost $28.50 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $377 Shares 4,879 Est. Cost $76.67 Unrealized
RY ROYAL BK CDA COM 0.1%
Value ($000) $377 Shares 3,726 Est. Cost $91.87 Unrealized -4.1%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $360 Shares 1,154 Est. Cost $264.03 Unrealized 0.0%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value ($000) $358 Shares 2,688 Est. Cost $105.61 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $355 Shares 1,202 Est. Cost $251.22 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $355 Shares 3,482 Est. Cost $101.99 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $353 Shares 2,995 Est. Cost $117.71 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $352 Shares 3,279 Est. Cost $112.64 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $349 Shares 4,288 Est. Cost $81.28 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $348 Shares 13,222 Est. Cost $17.08 Unrealized
AX BOFI HLDG INC 0.1%
Value ($000) $347 Shares 6,350 Est. Cost $43.14 Unrealized -3.3%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $346 Shares 2,947 Est. Cost $114.61 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.1%
Value ($000) $345 Shares 8,141 Est. Cost $42.41 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $343 Shares 4,663 Est. Cost $73.55 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $343 Shares 4,085 Est. Cost $89.68 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $342 Shares 1,299 Est. Cost $223.60 Unrealized 0.0%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $339 Shares 4,278 Est. Cost $73.37 Unrealized
HISF FIRST TRUST HIGH INCOME STRATEGIC FOCUS ETF 0.1%
Value ($000) $336 Shares 7,489 Est. Cost $44.86 Unrealized
BSM BLACK STONE MINERALS L P COM UNIT 0.1%
Value ($000) $335 Shares 21,000 Est. Cost $15.96 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.1%
Value ($000) $334 Shares 7,256 Est. Cost $46.07 Unrealized
HYEM Vaneck Vectors Emerging Mkt Hi Yield Bond ETF 0.1%
Value ($000) $332 Shares 17,927 Est. Cost $18.51 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.1%
Value ($000) $326 Shares 3,085 Est. Cost $105.53 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $320 Shares 9,508 Est. Cost $27.61 Unrealized 0.0%
IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED 0.1%
Value ($000) $318 Shares 4,213 Est. Cost $71.88 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $317 Shares 1,873 Est. Cost $169.31 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.1%
Value ($000) $313 Shares 31,718 Est. Cost $9.88 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $313 Shares 1,550 Est. Cost $83.80 Unrealized 0.0%
TGT TARGET CORP COM 0.1%
Value ($000) $312 Shares 2,191 Est. Cost $113.03 Unrealized 0.0%
BA BOEING CO COM 0.1%
Value ($000) $312 Shares 1,196 Est. Cost $213.87 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $312 Shares 6,057 Est. Cost $41.35 Unrealized 0.0%
TKR TIMKEN CO COM 0.1%
Value ($000) $310 Shares 3,865 Est. Cost $73.57 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $309 Shares 2,329 Est. Cost $122.71 Unrealized 0.0%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $309 Shares 9,447 Est. Cost $23.32 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $308 Shares 7,013 Est. Cost $40.09 Unrealized 0.0%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $305 Shares 6,314 Est. Cost $47.24 Unrealized
AOM ISHARES CORE MODERATE ALLOCATION ETF 0.0%
Value ($000) $304 Shares 7,328 Est. Cost $41.51 Unrealized
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $303 Shares 11,962 Est. Cost $25.35 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $301 Shares 11,704 Est. Cost $22.97 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $300 Shares 3,882 Est. Cost $77.39 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $298 Shares 1,335 Est. Cost $223.39 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $295 Shares 2,862 Est. Cost $83.60 Unrealized 0.0%
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 0.0%
Value ($000) $295 Shares 9,364 Est. Cost $30.84 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $292 Shares 2,292 Est. Cost $91.47 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $292 Shares 940 Est. Cost $310.82 Unrealized
MMIT IQ MACKAY MUNICIPAL INTERMEDIATE ETF 0.0%
Value ($000) $292 Shares 11,884 Est. Cost $24.56 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $288 Shares 2,796 Est. Cost $103.08 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $287 Shares 719 Est. Cost $365.14 Unrealized 0.0%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $286 Shares 5,906 Est. Cost $51.55 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $286 Shares 1,296 Est. Cost $220.48 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $284 Shares 701 Est. Cost $166.78 Unrealized +17.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $281 Shares 2,185 Est. Cost $110.43 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $278 Shares 7,519 Est. Cost $28.22 Unrealized 0.0%
POOL POOL CORP COM 0.0%
Value ($000) $277 Shares 694 Est. Cost $340.10 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $275 Shares 1,954 Est. Cost $140.53 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $273 Shares 1,110 Est. Cost $209.24 Unrealized 0.0%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $272 Shares 7,237 Est. Cost $37.56 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $270 Shares 7,539 Est. Cost $35.88 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $266 Shares 1,042 Est. Cost $209.43 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $265 Shares 3,680 Est. Cost $63.53 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $265 Shares 2,973 Est. Cost $89.06 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $261 Shares 6,065 Est. Cost $41.11 Unrealized +9.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $261 Shares 2,717 Est. Cost $92.19 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $260 Shares 6,498 Est. Cost $40.06 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $254 Shares 2,623 Est. Cost $83.85 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $254 Shares 2,698 Est. Cost $94.07 Unrealized
COHEN & STEERS TOTAL RETURN RL COM 0.0%
Value ($000) $254 Shares 21,598 Est. Cost $11.75 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $251 Shares 5,003 Est. Cost $40.04 Unrealized 0.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $249 Shares 3,835 Est. Cost $64.81 Unrealized
AON AON CORP 0.0%
Value ($000) $247 Shares 847 Est. Cost $315.32 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $246 Shares 1,725 Est. Cost $124.04 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $246 Shares 1,730 Est. Cost $118.40 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $246 Shares 18,066 Est. Cost $10.21 Unrealized +34.1%
JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $241 Shares 3,549 Est. Cost $63.17 Unrealized
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value ($000) $240 Shares 15,027 Est. Cost $15.95 Unrealized
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $238 Shares 1,060 Est. Cost $207.93 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $237 Shares 5,151 Est. Cost $46.07 Unrealized
KIM KIMCO RLTY CORP COM 0.0%
Value ($000) $236 Shares 11,052 Est. Cost $17.01 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $235 Shares 1,058 Est. Cost $194.73 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $235 Shares 1,007 Est. Cost $231.16 Unrealized -3.9%
STE STERIS PLC SHS USD 0.0%
Value ($000) $235 Shares 1,067 Est. Cost $207.61 Unrealized 0.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $232 Shares 3,216 Est. Cost $72.15 Unrealized
NUSTAR ENERGY LP UNIT COM 0.0%
Value ($000) $231 Shares 12,363 Est. Cost $18.68 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $231 Shares 1,232 Est. Cost $156.99 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $231 Shares 2,242 Est. Cost $102.89 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $229 Shares 6,205 Est. Cost $36.96 Unrealized
PATTERSON COS INC COM 0.0%
Value ($000) $229 Shares 8,038 Est. Cost $28.45 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $227 Shares 1,219 Est. Cost $143.76 Unrealized +23.6%
MMIN IQ MacKay Shields Municiple Insured ETF 0.0%
Value ($000) $225 Shares 9,149 Est. Cost $24.56 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $222 Shares 11,458 Est. Cost $19.40 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $219 Shares 5,350 Est. Cost $40.86 Unrealized
FROG JFROG LTD ORD SHS 0.0%
Value ($000) $218 Shares 6,313 Est. Cost $27.04 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $218 Shares 839 Est. Cost $259.51 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $218 Shares 2,587 Est. Cost $75.63 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $217 Shares 460 Est. Cost $446.64 Unrealized 0.0%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.0%
Value ($000) $217 Shares 2,096 Est. Cost $103.45 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $213 Shares 1,642 Est. Cost $100.17 Unrealized 0.0%
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $210 Shares 998 Est. Cost $194.65 Unrealized 0.0%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $207 Shares 5,700 Est. Cost $36.27 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $206 Shares 1,970 Est. Cost $104.46 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $204 Shares 2,707 Est. Cost $67.85 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $201 Shares 6,452 Est. Cost $31.19 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $201 Shares 1,450 Est. Cost $121.76 Unrealized 0.0%
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $182 Shares 16,146 Est. Cost $11.13 Unrealized 0.0%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $175 Shares 76,500 Est. Cost $1.82 Unrealized
T AT&T INC COM 0.0%
Value ($000) $174 Shares 10,346 Est. Cost $14.21 Unrealized 0.0%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $169 Shares 10,435 Est. Cost $13.20 Unrealized 0.0%
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $165 Shares 18,820 Est. Cost $6.93 Unrealized
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $159 Shares 31,294 Est. Cost $5.08 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $156 Shares 12,804 Est. Cost $9.63 Unrealized 0.0%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $126 Shares 19,735 Est. Cost $6.38 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $103 Shares 16,963 Est. Cost $5.39 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $86 Shares 17,565 Est. Cost $4.91 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $70 Shares 20,000 Est. Cost $3.97 Unrealized -4.5%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.14 Unrealized -24.1%
CURI CURIOSITYSTREAM INC COM CL A 0.0%
Value ($000) $8 Shares 14,900 Est. Cost $0.77 Unrealized -30.7%