IAG Wealth Partners, LLC Diversified Active

CIK: 0001827261 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 24, 2024

Total Value ($000): $465,611 (100.0% shares, 0.0% debt)

Holdings (446)

SPYM SPDR PORTFOLIO 9.8%
Value ($000) $45,413 Shares 738,057 Est. Cost $40.97 Unrealized
SPDW SPDR PORTFOLIO 8.2%
Value ($000) $38,008 Shares 1,060,502 Est. Cost $31.68 Unrealized
DLN WISDOMTREE U S 6.0%
Value ($000) $28,138 Shares 389,773 Est. Cost $75.35 Unrealized
GSLC GOLDMAN SACHS 5.9%
Value ($000) $27,460 Shares 264,575 Est. Cost $67.30 Unrealized
MMIT INDEXIQ IQ 5.2%
Value ($000) $24,178 Shares 991,322 Est. Cost $24.72 Unrealized
DON WISDOMTREE U S 5.2%
Value ($000) $24,048 Shares 493,093 Est. Cost $36.95 Unrealized
IVV ISHARES CORE 4.9%
Value ($000) $23,034 Shares 43,814 Est. Cost $325.18 Unrealized
GSIE GOLDMAN SACHS 4.1%
Value ($000) $19,252 Shares 561,453 Est. Cost $30.21 Unrealized
VUG VANGUARD GROWTH 3.7%
Value ($000) $17,053 Shares 49,543 Est. Cost $233.51 Unrealized
HAP VANECK NATURAL 3.1%
Value ($000) $14,543 Shares 285,556 Est. Cost $49.04 Unrealized
JMUB JP MORGAN 3.1%
Value ($000) $14,536 Shares 286,487 Est. Cost $50.96 Unrealized
SPTM SPDR PORTFOLIO 2.6%
Value ($000) $12,119 Shares 188,914 Est. Cost $36.33 Unrealized
IMCG ISHARES MORNINGSTAR 2.4%
Value ($000) $11,272 Shares 159,474 Est. Cost $64.72 Unrealized
CWI SPDR MSCI 2.1%
Value ($000) $9,932 Shares 349,729 Est. Cost $25.22 Unrealized
PULS PGIM ULTRA 2.1%
Value ($000) $9,776 Shares 196,710 Est. Cost $49.35 Unrealized
AVDE AVANTIS INTL 1.9%
Value ($000) $8,789 Shares 137,890 Est. Cost $59.55 Unrealized
SPMD SPDR PORTFOLIO 1.8%
Value ($000) $8,275 Shares 155,140 Est. Cost $34.43 Unrealized
VIG VANGUARD DIVIDEND 1.6%
Value ($000) $7,514 Shares 41,148 Est. Cost $121.99 Unrealized
SPHQ INVESCO EXCHANGE 1.5%
Value ($000) $6,809 Shares 112,693 Est. Cost $46.08 Unrealized
SPYG SPDR PORTFOLIO 1.4%
Value ($000) $6,693 Shares 91,490 Est. Cost $48.16 Unrealized
JHMM JOHN HANCOCK 1.2%
Value ($000) $5,619 Shares 97,928 Est. Cost $48.61 Unrealized
DGRW WISDOMTREE TRUST 1.2%
Value ($000) $5,425 Shares 71,209 Est. Cost $64.27 Unrealized
GUNR FLEXSHARES MORNINGSTAR 1.1%
Value ($000) $5,083 Shares 123,760 Est. Cost $40.96 Unrealized
RODM LATTICE HARTFORD 1.1%
Value ($000) $4,937 Shares 176,325 Est. Cost $22.50 Unrealized
MDYV SPDR SERIES 1.0%
Value ($000) $4,814 Shares 63,346 Est. Cost $43.73 Unrealized
GTO INVESCO TOTAL 0.9%
Value ($000) $4,389 Shares 93,759 Est. Cost $53.74 Unrealized
SPYV SPDR PORTFOLIO 0.9%
Value ($000) $4,264 Shares 85,109 Est. Cost $37.33 Unrealized
SPSM SPDR PORTFOLIO 0.8%
Value ($000) $3,888 Shares 90,343 Est. Cost $30.00 Unrealized
AVEM AVANTIS EMERGING 0.7%
Value ($000) $3,374 Shares 58,212 Est. Cost $53.08 Unrealized
OMFS INVESCO RUSSELL 0.7%
Value ($000) $3,305 Shares 87,497 Est. Cost $36.11 Unrealized
ISCG ISHARES MORNINGSTAR 0.7%
Value ($000) $3,052 Shares 65,532 Est. Cost $44.11 Unrealized
SPAB SPDR PORTFOLIO 0.7%
Value ($000) $3,034 Shares 119,997 Est. Cost $27.30 Unrealized
JSMD JANUS DETROIT 0.6%
Value ($000) $2,740 Shares 39,185 Est. Cost $53.15 Unrealized
HTAB HARTFORD SCHRODERS 0.5%
Value ($000) $2,393 Shares 122,215 Est. Cost $19.58 Unrealized
SMLV SPDR SSGA 0.4%
Value ($000) $2,004 Shares 17,884 Est. Cost $80.21 Unrealized
BBSC JP MORGAN 0.4%
Value ($000) $1,922 Shares 30,557 Est. Cost $59.98 Unrealized
MDYG SPDR SERIES 0.4%
Value ($000) $1,880 Shares 21,535 Est. Cost $58.32 Unrealized
NUMG NUVEEN ESG 0.4%
Value ($000) $1,804 Shares 40,554 Est. Cost $37.51 Unrealized
CSB VICTORYSHARES US 0.4%
Value ($000) $1,716 Shares 30,613 Est. Cost $53.35 Unrealized
DFIS DIMENSIONAL INTL 0.4%
Value ($000) $1,682 Shares 67,107 Est. Cost $23.71 Unrealized
NBCM NEUBERGER BERMAN 0.3%
Value ($000) $1,609 Shares 74,435 Est. Cost $21.60 Unrealized
PBUS INVESCO MSCI 0.3%
Value ($000) $1,547 Shares 29,505 Est. Cost $38.51 Unrealized
DES WISDOMTREE U S 0.3%
Value ($000) $1,516 Shares 46,384 Est. Cost $20.77 Unrealized
SCHM SCHWAB US 0.3%
Value ($000) $1,433 Shares 17,599 Est. Cost $61.24 Unrealized
AVDV AVANTIS INTL 0.3%
Value ($000) $1,325 Shares 20,112 Est. Cost $54.88 Unrealized
BRK/A BERKSHIRE HATHAWAY 0.3%
Value ($000) $1,269 Shares 2 Est. Cost $497809.40 Unrealized +19.3%
VTI VANGUARD TOTAL 0.3%
Value ($000) $1,262 Shares 4,854 Est. Cost $167.77 Unrealized
SJNK SPDR BLOOMBERG 0.3%
Value ($000) $1,218 Shares 48,314 Est. Cost $24.74 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $1,122 Shares 6,542 Est. Cost $120.96 Unrealized +49.0%
SPEM SPDR PORTFOLIO 0.2%
Value ($000) $1,102 Shares 30,441 Est. Cost $38.88 Unrealized
MTUM ISHARES MSCI 0.2%
Value ($000) $909 Shares 4,850 Est. Cost $125.66 Unrealized
SLYV SPDR SERIES 0.2%
Value ($000) $886 Shares 10,680 Est. Cost $77.92 Unrealized
BRK/B BERKSHIRE HATHAWAY 0.2%
Value ($000) $828 Shares 1,970 Est. Cost $325.16 Unrealized +21.0%
MSFT MICROSOFT CORP 0.2%
Value ($000) $773 Shares 1,837 Est. Cost $266.88 Unrealized +49.6%
JSML JANUS DETROIT 0.1%
Value ($000) $681 Shares 11,262 Est. Cost $42.92 Unrealized
VSS VANGUARD FTSE 0.1%
Value ($000) $670 Shares 5,737 Est. Cost $86.38 Unrealized
WEC WEC ENERGY 0.1%
Value ($000) $587 Shares 7,149 Est. Cost $77.45 Unrealized -2.8%
SCHX SCHWAB US 0.1%
Value ($000) $545 Shares 8,785 Est. Cost $53.08 Unrealized
SPGM SPDR MSCI 0.1%
Value ($000) $539 Shares 9,039 Est. Cost $49.17 Unrealized
FVD FIRST TRUST 0.1%
Value ($000) $513 Shares 12,156 Est. Cost $34.57 Unrealized
BBMC JPMORGAN BETABUILDERS 0.1%
Value ($000) $484 Shares 5,235 Est. Cost $83.61 Unrealized
GNR SPDR S&P 0.1%
Value ($000) $479 Shares 8,267 Est. Cost $57.93 Unrealized
QQQ INVESCO QQQ 0.1%
Value ($000) $451 Shares 1,016 Est. Cost $348.59 Unrealized
IWM ISHARES RUSSELL 0.1%
Value ($000) $435 Shares 2,069 Est. Cost $172.43 Unrealized
IJR ISHARES CORE 0.1%
Value ($000) $399 Shares 3,608 Est. Cost $90.90 Unrealized
LLY ELI LILLY 0.1%
Value ($000) $394 Shares 506 Est. Cost $133.37 Unrealized +426.7%
IWF ISHARES RUSSELL 0.1%
Value ($000) $391 Shares 1,159 Est. Cost $183.01 Unrealized
VOO VANGUARD S&P 0.1%
Value ($000) $379 Shares 788 Est. Cost $406.14 Unrealized
IJH ISHARES CORE 0.1%
Value ($000) $369 Shares 6,080 Est. Cost $94.66 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $346 Shares 2,754 Est. Cost $76.97 Unrealized +46.0%
DBEF X TRACKERS 0.1%
Value ($000) $336 Shares 8,202 Est. Cost $33.62 Unrealized
SPSB SPDR PORTFOLIO 0.1%
Value ($000) $331 Shares 11,111 Est. Cost $30.08 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $302 Shares 1,726 Est. Cost $151.73 Unrealized +3.6%
DLS WISDOMTREE INTL 0.1%
Value ($000) $296 Shares 4,532 Est. Cost $64.52 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $293 Shares 324 Est. Cost $32.79 Unrealized +120.9%
JMST JP MORGAN 0.1%
Value ($000) $291 Shares 5,735 Est. Cost $50.66 Unrealized
GEM GOLDMAN SACHS 0.1%
Value ($000) $291 Shares 9,273 Est. Cost $30.82 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $287 Shares 1,817 Est. Cost $107.97 Unrealized +28.7%
USFR WISDOMTREE FLOATING 0.1%
Value ($000) $279 Shares 5,538 Est. Cost $50.26 Unrealized
SPY SPDR S&P 0.1%
Value ($000) $277 Shares 531 Est. Cost $419.14 Unrealized
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $260 Shares 4,000 Est. Cost $59.16 Unrealized -2.7%
HD HOME DEPOT 0.1%
Value ($000) $255 Shares 664 Est. Cost $288.57 Unrealized +20.8%
SCHV SCHWAB US 0.1%
Value ($000) $253 Shares 3,325 Est. Cost $57.72 Unrealized
AMZN AMAZON COM 0.1%
Value ($000) $242 Shares 1,344 Est. Cost $113.36 Unrealized +47.3%
VEA VANGUARD FTSE 0.1%
Value ($000) $241 Shares 4,804 Est. Cost $45.58 Unrealized
MRK MERCK & COMPANY 0.1%
Value ($000) $236 Shares 1,785 Est. Cost $72.99 Unrealized +58.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $233 Shares 827 Est. Cost $246.84 Unrealized +12.6%
VB VANGUARD SMALL 0.0%
Value ($000) $232 Shares 1,013 Est. Cost $172.19 Unrealized
XOM EXXON MOBIL 0.0%
Value ($000) $214 Shares 1,843 Est. Cost $95.81 Unrealized +2.4%
ABBV ABBVIE INC 0.0%
Value ($000) $212 Shares 1,163 Est. Cost $115.58 Unrealized +40.2%
SUSA ISHARES MSCI 0.0%
Value ($000) $209 Shares 1,914 Est. Cost $103.97 Unrealized
NEE NEXTERA ENERGY 0.0%
Value ($000) $205 Shares 3,200 Est. Cost $73.81 Unrealized -24.9%
JPM JPMORGAN CHASE 0.0%
Value ($000) $203 Shares 1,015 Est. Cost $115.03 Unrealized +50.9%
FEX FIRST TRUST 0.0%
Value ($000) $200 Shares 2,017 Est. Cost $67.63 Unrealized
COST COSTCO WHOLESALE 0.0%
Value ($000) $200 Shares 273 Est. Cost $475.15 Unrealized +48.7%
BCOW 1895 BANCORP 0.0%
Value ($000) $198 Shares 29,024 Est. Cost $7.54 Unrealized -2.1%
DE DEERE & CO 0.0%
Value ($000) $189 Shares 460 Est. Cost $385.74 Unrealized -3.4%
VTV VANGUARD VALUE 0.0%
Value ($000) $185 Shares 1,136 Est. Cost $141.05 Unrealized
DIS WALT DISNEY 0.0%
Value ($000) $179 Shares 1,459 Est. Cost $97.01 Unrealized +5.5%
MLPX GLOBAL X 0.0%
Value ($000) $154 Shares 3,151 Est. Cost $24.90 Unrealized
WPC W P CAREY 0.0%
Value ($000) $152 Shares 2,689 Est. Cost $72.24 Unrealized
IJS ISHARES S&P 0.0%
Value ($000) $151 Shares 1,468 Est. Cost $100.44 Unrealized
WMT WALMART INC 0.0%
Value ($000) $149 Shares 2,481 Est. Cost $55.25 Unrealized +1.4%
GWW GRAINGER W W 0.0%
Value ($000) $142 Shares 140 Est. Cost $296.94 Unrealized +209.0%
WALGREENS BOOTS 0.0%
Value ($000) $134 Shares 6,165 Est. Cost $37.49 Unrealized
GLD SPDR GOLD 0.0%
Value ($000) $131 Shares 635 Est. Cost $155.81 Unrealized
UPS UNITED PARCEL 0.0%
Value ($000) $130 Shares 874 Est. Cost $106.82 Unrealized +27.7%
MDY SPDR S&P 0.0%
Value ($000) $127 Shares 229 Est. Cost $535.97 Unrealized
DFUS DIMENSIONAL US 0.0%
Value ($000) $127 Shares 2,225 Est. Cost $40.60 Unrealized
IAU ISHARES GOLD 0.0%
Value ($000) $125 Shares 2,968 Est. Cost $35.19 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $124 Shares 786 Est. Cost $133.28 Unrealized +12.7%
SCHF SCHWAB INTL 0.0%
Value ($000) $123 Shares 3,141 Est. Cost $34.94 Unrealized
EXAS EXACT SCIENCES 0.0%
Value ($000) $120 Shares 1,740 Est. Cost $74.22 Unrealized -14.8%
NUDM NUVEEN ESG 0.0%
Value ($000) $114 Shares 3,685 Est. Cost $27.28 Unrealized
V VISA INC 0.0%
Value ($000) $108 Shares 388 Est. Cost $198.92 Unrealized +36.9%
SDY SPDR SERIES 0.0%
Value ($000) $107 Shares 815 Est. Cost $109.24 Unrealized
QUAL ISHARES MSCI 0.0%
Value ($000) $105 Shares 637 Est. Cost $140.52 Unrealized
VGT VANGUARD INFORMATION 0.0%
Value ($000) $104 Shares 199 Est. Cost $429.04 Unrealized
DIA SPDR DOW 0.0%
Value ($000) $103 Shares 260 Est. Cost $397.76 Unrealized
RDVY FIRST TRUST 0.0%
Value ($000) $101 Shares 1,800 Est. Cost $41.16 Unrealized
MOAT VANECK MORNINGSTAR 0.0%
Value ($000) $98 Shares 1,085 Est. Cost $73.83 Unrealized
IEMG ISHARES CORE 0.0%
Value ($000) $94 Shares 1,831 Est. Cost $54.94 Unrealized
SMMD ISHARES RUSSELL 0.0%
Value ($000) $93 Shares 1,425 Est. Cost $61.57 Unrealized
NUSC NUVEEN ESG 0.0%
Value ($000) $91 Shares 2,198 Est. Cost $33.18 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $90 Shares 438 Est. Cost $65.88 Unrealized +173.8%
FIS FIDELITY NATIONAL 0.0%
Value ($000) $90 Shares 1,210 Est. Cost $108.81 Unrealized -42.5%
VWO VANGUARD FSTE 0.0%
Value ($000) $87 Shares 2,086 Est. Cost $40.96 Unrealized
META META PLATFORMS 0.0%
Value ($000) $87 Shares 179 Est. Cost $212.80 Unrealized +108.3%
IHDG WISDOMTREE TRUST 0.0%
Value ($000) $86 Shares 1,871 Est. Cost $35.34 Unrealized
WM WASTE MANAGEMENT 0.0%
Value ($000) $85 Shares 401 Est. Cost $130.33 Unrealized +46.6%
LNT ALLIANT ENERGY 0.0%
Value ($000) $85 Shares 1,692 Est. Cost $49.96 Unrealized -7.7%
ET ENERGY TRANSFER 0.0%
Value ($000) $83 Shares 5,290 Est. Cost $11.03 Unrealized
ADP AUTOMATIC DATA 0.0%
Value ($000) $82 Shares 329 Est. Cost $185.41 Unrealized +26.3%
SMOT VANECK MORNINGSTAR 0.0%
Value ($000) $79 Shares 2,305 Est. Cost $29.55 Unrealized
IWD ISHARES RUSSELL 0.0%
Value ($000) $75 Shares 419 Est. Cost $137.94 Unrealized
TMO THERMO FISHER 0.0%
Value ($000) $75 Shares 129 Est. Cost $364.40 Unrealized +53.0%
GOOG ALPHABET INC 0.0%
Value ($000) $75 Shares 490 Est. Cost $110.65 Unrealized +29.5%
T AT&T INC 0.0%
Value ($000) $74 Shares 4,197 Est. Cost $15.89 Unrealized -1.7%
JCI JOHNSON CONTROLS 0.0%
Value ($000) $73 Shares 1,125 Est. Cost $59.18 Unrealized -4.3%
PIONEER NATURAL 0.0%
Value ($000) $69 Shares 264 Est. Cost $151.52 Unrealized
XEL XCEL ENERGY 0.0%
Value ($000) $69 Shares 1,276 Est. Cost $55.18 Unrealized -3.3%
TJX TJX COS 0.0%
Value ($000) $68 Shares 668 Est. Cost $72.21 Unrealized +31.0%
MMM 3M COMPANY 0.0%
Value ($000) $67 Shares 634 Est. Cost $115.79 Unrealized -31.5%
WELL WELLTOWER INC 0.0%
Value ($000) $65 Shares 700 Est. Cost $59.37 Unrealized +46.8%
IVE ISHARES S&P 0.0%
Value ($000) $65 Shares 350 Est. Cost $173.89 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $65 Shares 131 Est. Cost $474.63 Unrealized +3.0%
VYM VANGUARD HIGH 0.0%
Value ($000) $64 Shares 525 Est. Cost $108.21 Unrealized
IVW ISHARES S&P 0.0%
Value ($000) $62 Shares 735 Est. Cost $75.10 Unrealized
BMO BANK MONTREAL 0.0%
Value ($000) $62 Shares 635 Est. Cost $79.66 Unrealized +10.1%
IBB ISHARES BIOTECHNOLOGY 0.0%
Value ($000) $62 Shares 450 Est. Cost $126.96 Unrealized
NUBD NUVEEN ESG 0.0%
Value ($000) $61 Shares 2,799 Est. Cost $23.16 Unrealized
ESGD ISHARES ESG 0.0%
Value ($000) $61 Shares 765 Est. Cost $61.95 Unrealized
SCHW SCHWAB CHARLES 0.0%
Value ($000) $61 Shares 843 Est. Cost $65.11 Unrealized -1.3%
IEV ISHARES EUROPE 0.0%
Value ($000) $61 Shares 1,094 Est. Cost $47.75 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $60 Shares 45 Est. Cost $66.14 Unrealized +83.3%
SO SOUTHERN COMPANY 0.0%
Value ($000) $59 Shares 818 Est. Cost $61.20 Unrealized +5.8%
MARATHON OIL 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $24.13 Unrealized
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $56 Shares 1,904 Est. Cost $25.92 Unrealized
ESGU ISHARES ESG 0.0%
Value ($000) $55 Shares 480 Est. Cost $107.99 Unrealized
URI UNITED RENTALS 0.0%
Value ($000) $54 Shares 75 Est. Cost $407.64 Unrealized +54.8%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $54 Shares 104 Est. Cost $344.37 Unrealized +39.9%
HRL HORMEL FOODS 0.0%
Value ($000) $53 Shares 1,514 Est. Cost $36.38 Unrealized -18.2%
GOOGL ALPHABET INC 0.0%
Value ($000) $52 Shares 343 Est. Cost $113.35 Unrealized +25.3%
BY BYLINE BANCORP 0.0%
Value ($000) $51 Shares 2,350 Est. Cost $20.80 Unrealized +0.3%
AEE AMEREN CORP 0.0%
Value ($000) $51 Shares 690 Est. Cost $67.21 Unrealized -0.4%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $49 Shares 200 Est. Cost $166.58 Unrealized +41.4%
VBR VANGUARD SMALL 0.0%
Value ($000) $49 Shares 255 Est. Cost $172.04 Unrealized
FISV FISERV INC 0.0%
Value ($000) $49 Shares 305 Est. Cost $106.54 Unrealized +36.7%
XLV SECTOR HEALTHCARE 0.0%
Value ($000) $47 Shares 320 Est. Cost $118.62 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $47 Shares 1,110 Est. Cost $38.49 Unrealized -6.7%
ARKW ARK NEXT 0.0%
Value ($000) $46 Shares 552 Est. Cost $53.66 Unrealized
PG PROCTER & GAMBLE 0.0%
Value ($000) $44 Shares 270 Est. Cost $133.95 Unrealized +11.9%
HOG HARLEY DAVIDSON 0.0%
Value ($000) $44 Shares 999 Est. Cost $37.13 Unrealized -0.4%
ARKQ ARK AUTONOMOUS 0.0%
Value ($000) $44 Shares 797 Est. Cost $33.76 Unrealized
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $43 Shares 149 Est. Cost $175.36 Unrealized +59.0%
SPGP INVESCO S&P 0.0%
Value ($000) $43 Shares 407 Est. Cost $91.24 Unrealized
CYBIN INC 0.0%
Value ($000) $43 Shares 104,513 Est. Cost $0.55 Unrealized
BBUS JPMORGAN BETABUILDERS 0.0%
Value ($000) $43 Shares 454 Est. Cost $81.12 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $42 Shares 241 Est. Cost $243.82 Unrealized -19.9%
XLE SECTOR ENERGY 0.0%
Value ($000) $42 Shares 447 Est. Cost $84.13 Unrealized
VBK VANGUARD SMALL 0.0%
Value ($000) $42 Shares 161 Est. Cost $264.65 Unrealized
NVO NOVO NORDISK 0.0%
Value ($000) $42 Shares 326 Est. Cost $76.14 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $42 Shares 528 Est. Cost $67.55 Unrealized -0.4%
PFE PFIZER INC 0.0%
Value ($000) $39 Shares 1,419 Est. Cost $38.73 Unrealized -36.3%
CRM SALESFORCE INC 0.0%
Value ($000) $39 Shares 130 Est. Cost $173.50 Unrealized +64.4%
CNI CANADIAN NATIONAL 0.0%
Value ($000) $38 Shares 292 Est. Cost $79.14 Unrealized +55.4%
VONE VANGUARD RUSSELL 0.0%
Value ($000) $38 Shares 158 Est. Cost $151.90 Unrealized
SPLV INVESCO EXCHANGE 0.0%
Value ($000) $38 Shares 570 Est. Cost $58.74 Unrealized
PPG PPG INDUSTRIES 0.0%
Value ($000) $37 Shares 257 Est. Cost $113.30 Unrealized +20.0%
BDX BECTON DICKINSON 0.0%
Value ($000) $37 Shares 148 Est. Cost $226.44 Unrealized +1.9%
AMGN AMGEN INC 0.0%
Value ($000) $35 Shares 124 Est. Cost $211.80 Unrealized +30.4%
SMMU PIMCO SHORT 0.0%
Value ($000) $35 Shares 700 Est. Cost $49.64 Unrealized
IHF ISHARES U S 0.0%
Value ($000) $35 Shares 640 Est. Cost $78.01 Unrealized
ITOT ISHARES CORE 0.0%
Value ($000) $34 Shares 298 Est. Cost $77.08 Unrealized
XLP SECTOR CONSUMER 0.0%
Value ($000) $33 Shares 430 Est. Cost $72.03 Unrealized
RACE FERRARI NV 0.0%
Value ($000) $33 Shares 75 Est. Cost $387.39 Unrealized 0.0%
DGRS WISDOMTREE US 0.0%
Value ($000) $33 Shares 658 Est. Cost $46.59 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $32 Shares 129 Est. Cost $211.23 Unrealized +14.3%
RSP INVESCO S&P 0.0%
Value ($000) $32 Shares 190 Est. Cost $116.16 Unrealized
GXC SPDR S&P 0.0%
Value ($000) $32 Shares 489 Est. Cost $65.78 Unrealized
GS GOLDMAN SACHS 0.0%
Value ($000) $32 Shares 77 Est. Cost $297.04 Unrealized +25.3%
ARKK ARK INNOVATION 0.0%
Value ($000) $31 Shares 627 Est. Cost $44.92 Unrealized
VLO VALERO ENERGY 0.0%
Value ($000) $31 Shares 182 Est. Cost $99.36 Unrealized +36.6%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $31 Shares 271 Est. Cost $93.97 Unrealized +17.9%
JCPI JP MORGAN 0.0%
Value ($000) $30 Shares 650 Est. Cost $48.29 Unrealized
HAL HALLIBURTON COMPANY 0.0%
Value ($000) $30 Shares 766 Est. Cost $34.12 Unrealized 0.0%
IXUS ISHARES CORE 0.0%
Value ($000) $30 Shares 436 Est. Cost $67.86 Unrealized
AMD ADVANCED MICRO 0.0%
Value ($000) $29 Shares 158 Est. Cost $83.25 Unrealized +110.0%
PHO INVESCO WATER 0.0%
Value ($000) $28 Shares 425 Est. Cost $56.42 Unrealized
XNTK SPDR SERIES 0.0%
Value ($000) $28 Shares 155 Est. Cost $83.87 Unrealized
SNPE X TRACKERS 0.0%
Value ($000) $28 Shares 586 Est. Cost $29.21 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $28 Shares 50 Est. Cost $177.66 Unrealized +180.6%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $28 Shares 555 Est. Cost $46.22 Unrealized +2.1%
IMVP INVESCO INDIA 0.0%
Value ($000) $27 Shares 1,026 Est. Cost $20.90 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $27 Shares 233 Est. Cost $67.37 Unrealized +46.3%
MO ALTRIA GROUP 0.0%
Value ($000) $27 Shares 616 Est. Cost $33.91 Unrealized +5.3%
FNDX SCHWAB FUNDAMENTAL 0.0%
Value ($000) $27 Shares 394 Est. Cost $61.08 Unrealized
EOG EOG RESOURCES 0.0%
Value ($000) $26 Shares 204 Est. Cost $55.80 Unrealized +97.8%
KMB KIMBERLY CLARK 0.0%
Value ($000) $26 Shares 198 Est. Cost $111.78 Unrealized +2.1%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $25 Shares 45 Est. Cost $333.07 Unrealized +61.8%
BCE BCE INC 0.0%
Value ($000) $25 Shares 730 Est. Cost $31.73 Unrealized +2.4%
DTD WISDOMTREE U S 0.0%
Value ($000) $25 Shares 350 Est. Cost $75.30 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $25 Shares 178 Est. Cost $96.73 Unrealized +33.1%
KO COCA COLA COMPANY 0.0%
Value ($000) $25 Shares 402 Est. Cost $53.23 Unrealized +6.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $24 Shares 142 Est. Cost $115.18 Unrealized +29.0%
NOBL PROSHARES TRUST 0.0%
Value ($000) $24 Shares 235 Est. Cost $75.88 Unrealized
IRM IRON MOUNTAIN 0.0%
Value ($000) $24 Shares 295 Est. Cost $22.21 Unrealized +206.3%
AVA AVISTA CORP 0.0%
Value ($000) $23 Shares 670 Est. Cost $30.40 Unrealized +1.8%
PREF PRINCIPAL SPECTRUM 0.0%
Value ($000) $22 Shares 1,239 Est. Cost $20.18 Unrealized
LPLA LPL FINANCIAL 0.0%
Value ($000) $22 Shares 83 Est. Cost $85.83 Unrealized +194.1%
UITB VICTORYSHARES CORE 0.0%
Value ($000) $22 Shares 472 Est. Cost $45.49 Unrealized
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $21 Shares 60 Est. Cost $240.31 Unrealized +30.4%
GE GENERAL ELECTRIC 0.0%
Value ($000) $21 Shares 117 Est. Cost $56.76 Unrealized +105.1%
GNRC GENERAC HOLDINGS 0.0%
Value ($000) $20 Shares 162 Est. Cost $157.42 Unrealized -25.5%
CEF SPROTT PHYSICAL 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $15.00 Unrealized
FTCS FIRST TRUST 0.0%
Value ($000) $20 Shares 235 Est. Cost $85.65 Unrealized
ENERPLUS CORP 0.0%
Value ($000) $20 Shares 1,015 Est. Cost $17.63 Unrealized
FNDF SCHWAB FUNDAMENTAL 0.0%
Value ($000) $20 Shares 559 Est. Cost $32.58 Unrealized
IUSG ISHARES S&P 0.0%
Value ($000) $20 Shares 169 Est. Cost $74.04 Unrealized
GM GENERAL MOTORS 0.0%
Value ($000) $19 Shares 424 Est. Cost $36.35 Unrealized +4.6%
CCL CARNIVAL CORP 0.0%
Value ($000) $19 Shares 1,165 Est. Cost $12.96 Unrealized +25.5%
DFUV DIMENSIONAL US 0.0%
Value ($000) $19 Shares 456 Est. Cost $30.70 Unrealized
DAL DELTA AIRLINES 0.0%
Value ($000) $19 Shares 387 Est. Cost $30.76 Unrealized +31.5%
TDIV FIRST TRUST 0.0%
Value ($000) $18 Shares 265 Est. Cost $54.09 Unrealized
PYPL PAYPAL HOLDINGS 0.0%
Value ($000) $18 Shares 275 Est. Cost $134.56 Unrealized -54.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $18 Shares 50 Est. Cost $193.10 Unrealized +61.1%
CVS CVS HEALTH 0.0%
Value ($000) $18 Shares 229 Est. Cost $66.85 Unrealized +5.9%
SLV ISHARES SILVER 0.0%
Value ($000) $18 Shares 800 Est. Cost $16.91 Unrealized
BMY BRISTOL MYERS 0.0%
Value ($000) $18 Shares 335 Est. Cost $46.14 Unrealized +0.1%
BA BOEING COMPANY 0.0%
Value ($000) $18 Shares 92 Est. Cost $207.23 Unrealized -0.8%
BABA ALIBABA GROUP 0.0%
Value ($000) $18 Shares 245 Est. Cost $158.12 Unrealized
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $18 Shares 127 Est. Cost $72.31 Unrealized +69.7%
ZION ZIONS BANCORPORATION 0.0%
Value ($000) $17 Shares 400 Est. Cost $41.24 Unrealized 0.0%
TKO TKO GROUP 0.0%
Value ($000) $17 Shares 200 Est. Cost $99.79 Unrealized -17.6%
OTTR OTTER TAIL 0.0%
Value ($000) $17 Shares 200 Est. Cost $42.43 Unrealized +94.6%
EGP EASTGROUP PROPERTIES 0.0%
Value ($000) $17 Shares 95 Est. Cost $165.32 Unrealized
MPT MEDICAL PROPERTIES 0.0%
Value ($000) $17 Shares 3,616 Est. Cost $7.65 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $17 Shares 200 Est. Cost $90.54 Unrealized -20.1%
SIXG ETF DEFIANCE 0.0%
Value ($000) $17 Shares 422 Est. Cost $27.38 Unrealized
EFA ISHARES MSCI 0.0%
Value ($000) $16 Shares 206 Est. Cost $72.50 Unrealized
WPM WHEATON PRECIOUS 0.0%
Value ($000) $16 Shares 345 Est. Cost $26.71 Unrealized +66.6%
BMI BADGER METER 0.0%
Value ($000) $16 Shares 100 Est. Cost $80.46 Unrealized +88.4%
WTS WATTS WATER 0.0%
Value ($000) $16 Shares 76 Est. Cost $94.88 Unrealized +113.5%
AGG ISHARES CORE 0.0%
Value ($000) $16 Shares 163 Est. Cost $94.04 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $13.35 Unrealized -0.7%
TIP ISHARES TIPS 0.0%
Value ($000) $15 Shares 142 Est. Cost $119.11 Unrealized
ICLN ISHARES GLOBAL 0.0%
Value ($000) $15 Shares 1,058 Est. Cost $21.74 Unrealized
RWJ INVESCO S&P 0.0%
Value ($000) $15 Shares 345 Est. Cost $60.46 Unrealized
DVY ISHARES SELECT 0.0%
Value ($000) $15 Shares 119 Est. Cost $123.18 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $15 Shares 140 Est. Cost $66.06 Unrealized +48.1%
QCLN FIRST TRUST 0.0%
Value ($000) $15 Shares 420 Est. Cost $43.59 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $15 Shares 150 Est. Cost $96.73 Unrealized
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $14 Shares 30 Est. Cost $419.71 Unrealized +6.2%
LOW LOWES COMPANIES 0.0%
Value ($000) $14 Shares 56 Est. Cost $146.72 Unrealized +51.3%
DNP SELECT 0.0%
Value ($000) $14 Shares 1,570 Est. Cost $11.13 Unrealized
MAIN MAIN STREET 0.0%
Value ($000) $14 Shares 300 Est. Cost $42.76 Unrealized +5.7%
TGT TARGET CORP 0.0%
Value ($000) $14 Shares 79 Est. Cost $147.20 Unrealized -3.5%
PSX PHILLIPS 66 0.0%
Value ($000) $14 Shares 85 Est. Cost $134.98 Unrealized 0.0%
DGRO ISHARES CORE 0.0%
Value ($000) $14 Shares 236 Est. Cost $53.82 Unrealized
VAW VANGUARD MATERIALS 0.0%
Value ($000) $14 Shares 67 Est. Cost $181.97 Unrealized
FTAI FTAI AVIATION 0.0%
Value ($000) $13 Shares 200 Est. Cost $15.67 Unrealized +242.5%
ORA ORMAT TECHNOLOGIES 0.0%
Value ($000) $13 Shares 200 Est. Cost $72.88 Unrealized -9.5%
KSS KOHLS CORP 0.0%
Value ($000) $13 Shares 452 Est. Cost $26.83 Unrealized 0.0%
COPX GLOBAL X 0.0%
Value ($000) $13 Shares 310 Est. Cost $37.50 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $13 Shares 75 Est. Cost $133.52 Unrealized +18.3%
CTAS CINTAS CORP 0.0%
Value ($000) $13 Shares 19 Est. Cost $98.04 Unrealized +54.7%
EOLS EVOLUS INC 0.0%
Value ($000) $13 Shares 927 Est. Cost $14.10 Unrealized -7.8%
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $13 Shares 60 Est. Cost $177.58 Unrealized +13.9%
IYH ISHARES U S 0.0%
Value ($000) $13 Shares 205 Est. Cost $105.58 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $13 Shares 25 Est. Cost $479.14 Unrealized +19.6%
DVN DEVON ENERGY 0.0%
Value ($000) $13 Shares 250 Est. Cost $41.80 Unrealized 0.0%
EIDO ISHARES MSCI 0.0%
Value ($000) $12 Shares 549 Est. Cost $25.59 Unrealized
VO VANGUARD MID 0.0%
Value ($000) $12 Shares 49 Est. Cost $179.11 Unrealized
FDIQ INVESCO KBW 0.0%
Value ($000) $12 Shares 240 Est. Cost $43.38 Unrealized
LIT GLOBAL X 0.0%
Value ($000) $12 Shares 262 Est. Cost $85.94 Unrealized
COWZ PACER US 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.27 Unrealized
FSK FS KKR 0.0%
Value ($000) $12 Shares 608 Est. Cost $11.05 Unrealized +33.9%
NIC NICOLET BANKSHARES 0.0%
Value ($000) $12 Shares 134 Est. Cost $73.26 Unrealized +6.7%
VNM VANECK VIETNAM 0.0%
Value ($000) $11 Shares 827 Est. Cost $16.66 Unrealized
COF CAPITAL ONE 0.0%
Value ($000) $11 Shares 75 Est. Cost $94.03 Unrealized +40.2%
MTN VAIL RESORTS 0.0%
Value ($000) $11 Shares 50 Est. Cost $236.65 Unrealized -6.1%
CGUS CAPITAL GROUP 0.0%
Value ($000) $11 Shares 355 Est. Cost $23.69 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $11 Shares 255 Est. Cost $37.40 Unrealized +8.6%
INTU INTUIT INC 0.0%
Value ($000) $11 Shares 17 Est. Cost $421.44 Unrealized +49.8%
ROBO EXCHANGE TRADED 0.0%
Value ($000) $11 Shares 188 Est. Cost $45.45 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $11 Shares 126 Est. Cost $88.33 Unrealized -8.7%
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $11 Shares 518 Est. Cost $19.08 Unrealized -4.7%
BAH BOOZ ALLEN 0.0%
Value ($000) $11 Shares 72 Est. Cost $135.16 Unrealized 0.0%
IWB ISHARES RUSSELL 0.0%
Value ($000) $11 Shares 37 Est. Cost $189.19 Unrealized
UAL UNITED AIRLINES 0.0%
Value ($000) $11 Shares 222 Est. Cost $89.75 Unrealized -52.3%
DFAT DIMENSIONAL US 0.0%
Value ($000) $10 Shares 189 Est. Cost $42.33 Unrealized
ARKG ARK GENOMIC 0.0%
Value ($000) $10 Shares 351 Est. Cost $94.02 Unrealized
DOO BRP INC 0.0%
Value ($000) $10 Shares 147 Est. Cost $64.51 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $10 Shares 180 Est. Cost $48.89 Unrealized 0.0%
PLD PROLOGIS INC 0.0%
Value ($000) $10 Shares 75 Est. Cost $118.87 Unrealized +2.9%
ASML ASML HOLDING 0.0%
Value ($000) $10 Shares 10 Est. Cost $840.00 Unrealized
IAC IAC INC 0.0%
Value ($000) $10 Shares 180 Est. Cost $39.38 Unrealized +9.6%
AVXL ANAVEX LIFE 0.0%
Value ($000) $10 Shares 1,880 Est. Cost $5.63 Unrealized 0.0%
BAC BANK AMERICA 0.0%
Value ($000) $9 Shares 250 Est. Cost $32.80 Unrealized 0.0%
VPL VANGUARD FTSE 0.0%
Value ($000) $9 Shares 122 Est. Cost $71.71 Unrealized
VGK VANGUARD FTSE 0.0%
Value ($000) $9 Shares 137 Est. Cost $65.08 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $9 Shares 17 Est. Cost $318.31 Unrealized +71.7%
F FORD MOTOR 0.0%
Value ($000) $9 Shares 687 Est. Cost $9.38 Unrealized +14.0%
OKE ONEOK INC 0.0%
Value ($000) $9 Shares 112 Est. Cost $49.62 Unrealized +34.5%
SCCO SOUTHERN COPPER 0.0%
Value ($000) $9 Shares 84 Est. Cost $49.13 Unrealized +59.2%
NORDSTROM INC 0.0%
Value ($000) $9 Shares 440 Est. Cost $20.27 Unrealized
IWP ISHARES RUSSELL 0.0%
Value ($000) $9 Shares 78 Est. Cost $114.14 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $9 Shares 496 Est. Cost $12.10 Unrealized
IYE ISHARES U S 0.0%
Value ($000) $9 Shares 180 Est. Cost $31.33 Unrealized
DRS LEONARDO DRS 0.0%
Value ($000) $9 Shares 400 Est. Cost $10.65 Unrealized +93.0%
SPHD INVESCO S&P 0.0%
Value ($000) $9 Shares 198 Est. Cost $44.40 Unrealized
HYG ISHARES IBOXX 0.0%
Value ($000) $9 Shares 113 Est. Cost $94.28 Unrealized
VXF VANGUARD EXTENDED 0.0%
Value ($000) $9 Shares 50 Est. Cost $132.86 Unrealized
SLYG SPDR SERIES 0.0%
Value ($000) $9 Shares 99 Est. Cost $78.27 Unrealized
BND VANGUARD TOTAL 0.0%
Value ($000) $9 Shares 118 Est. Cost $73.37 Unrealized
CGXU CAPITAL GROUP 0.0%
Value ($000) $8 Shares 329 Est. Cost $23.19 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $8 Shares 1,445 Est. Cost $3.96 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $8 Shares 140 Est. Cost $96.39 Unrealized -41.4%
FAST FASTENAL CO 0.0%
Value ($000) $8 Shares 107 Est. Cost $33.99 Unrealized 0.0%
XLC SELECT SECTOR 0.0%
Value ($000) $8 Shares 100 Est. Cost $72.66 Unrealized
IWS ISHARES RUSS 0.0%
Value ($000) $8 Shares 65 Est. Cost $125.32 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.73 Unrealized -1.5%
MAR MARRIOTT INTL 0.0%
Value ($000) $8 Shares 32 Est. Cost $194.07 Unrealized +22.5%
IWN ISHARES RUSSELL 0.0%
Value ($000) $8 Shares 50 Est. Cost $158.82 Unrealized
PATH UIPATH INC 0.0%
Value ($000) $8 Shares 350 Est. Cost $23.40 Unrealized 0.0%
IWO ISHARES RUSSELL 0.0%
Value ($000) $8 Shares 29 Est. Cost $270.79 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $8 Shares 90 Est. Cost $67.22 Unrealized +12.5%
GDX VANECK GOLD 0.0%
Value ($000) $8 Shares 246 Est. Cost $30.82 Unrealized
LYFT LYFT INC 0.0%
Value ($000) $8 Shares 400 Est. Cost $11.64 Unrealized +31.7%
RIO RIO TINTO 0.0%
Value ($000) $8 Shares 118 Est. Cost $70.02 Unrealized
ESML ISHARES ESG 0.0%
Value ($000) $7 Shares 185 Est. Cost $27.86 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $7 Shares 16 Est. Cost $335.41 Unrealized +25.9%
VEU VANGUARD FTSE 0.0%
Value ($000) $7 Shares 125 Est. Cost $54.78 Unrealized
HBAN HUNTINGTON BANCSHARES 0.0%
Value ($000) $7 Shares 516 Est. Cost $11.94 Unrealized 0.0%
PBA PEMBINA PIPELINE 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.28 Unrealized +26.4%
STZ CONSTELLATION BRANDS 0.0%
Value ($000) $7 Shares 25 Est. Cost $170.74 Unrealized +42.5%
WRAP WRAP TECHNOLOGIES 0.0%
Value ($000) $7 Shares 3,000 Est. Cost $1.91 Unrealized +76.2%
FBIN FORTUNE BRANDS 0.0%
Value ($000) $7 Shares 80 Est. Cost $47.96 Unrealized +60.0%
SQM SOCIEDAD QUIMICA 0.0%
Value ($000) $7 Shares 137 Est. Cost $56.43 Unrealized
WWJD NORTHERN LIGHTS 0.0%
Value ($000) $7 Shares 224 Est. Cost $23.76 Unrealized
SSP SCRIPPS E W 0.0%
Value ($000) $7 Shares 1,700 Est. Cost $10.73 Unrealized -58.1%
ADI ANALOG DEVICES 0.0%
Value ($000) $6 Shares 32 Est. Cost $186.28 Unrealized 0.0%
WBD WARNER BROS 0.0%
Value ($000) $6 Shares 701 Est. Cost $11.27 Unrealized -14.5%
MET METLIFE INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $52.25 Unrealized +26.4%
LAC LITHIUM AMERS 0.0%
Value ($000) $6 Shares 850 Est. Cost $5.19 Unrealized 0.0%
IYT ISHARES U S 0.0%
Value ($000) $6 Shares 80 Est. Cost $118.41 Unrealized
XMMO INVESCO S&P 0.0%
Value ($000) $6 Shares 49 Est. Cost $89.82 Unrealized
BWA BORG WARNER 0.0%
Value ($000) $6 Shares 160 Est. Cost $34.62 Unrealized -8.0%
INVESCO QUALITY 0.0%
Value ($000) $6 Shares 571 Est. Cost $9.68 Unrealized
APA APA CORP 0.0%
Value ($000) $6 Shares 160 Est. Cost $29.29 Unrealized 0.0%
ZBH ZIMMER BIOMET 0.0%
Value ($000) $5 Shares 40 Est. Cost $131.26 Unrealized -6.6%
DISCOVER FINANCIAL 0.0%
Value ($000) $5 Shares 40 Est. Cost $99.15 Unrealized
SDVY FIRST TRUST 0.0%
Value ($000) $5 Shares 150 Est. Cost $34.82 Unrealized
KTOS KRATOS DEFENSE 0.0%
Value ($000) $5 Shares 275 Est. Cost $18.54 Unrealized -1.8%
SCJ ISHARES MSCI 0.0%
Value ($000) $5 Shares 65 Est. Cost $74.98 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $101.94 Unrealized -42.8%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $5 Shares 153 Est. Cost $30.06 Unrealized -5.2%
GH GUARDANT HEALTH 0.0%
Value ($000) $5 Shares 230 Est. Cost $21.44 Unrealized 0.0%
AEM AGNICO-EAGLE 0.0%
Value ($000) $5 Shares 76 Est. Cost $49.23 Unrealized +0.6%
AG FIRST MAJESTIC 0.0%
Value ($000) $4 Shares 765 Est. Cost $11.50 Unrealized -56.6%
DEO DIAGEO PLC 0.0%
Value ($000) $4 Shares 30 Est. Cost $168.67 Unrealized
VNQ VANGUARD REAL 0.0%
Value ($000) $4 Shares 49 Est. Cost $85.13 Unrealized
GD GENERAL DYNAMICS 0.0%
Value ($000) $4 Shares 15 Est. Cost $234.24 Unrealized +10.1%
SCHD SCHWAB US 0.0%
Value ($000) $4 Shares 48 Est. Cost $70.29 Unrealized
ECNS ISHARES MSCI 0.0%
Value ($000) $4 Shares 160 Est. Cost $43.75 Unrealized
CCI CROWN CASTLE 0.0%
Value ($000) $4 Shares 36 Est. Cost $123.74 Unrealized -21.0%
ALB ALBEMARLE CORP 0.0%
Value ($000) $4 Shares 28 Est. Cost $202.32 Unrealized -41.3%
BLCN SIREN NASDAQ 0.0%
Value ($000) $4 Shares 128 Est. Cost $47.76 Unrealized
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $3 Shares 50 Est. Cost $37.77 Unrealized +70.2%
GEHC GE HEALTHCARE 0.0%
Value ($000) $3 Shares 37 Est. Cost $71.46 Unrealized +16.1%
CSIQ CANADIAN SOLAR 0.0%
Value ($000) $3 Shares 167 Est. Cost $32.64 Unrealized -34.0%
MSGS MADISON SQUARE 0.0%
Value ($000) $3 Shares 17 Est. Cost $165.18 Unrealized +12.5%
LTH LIFE TIME 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.28 Unrealized -2.7%
VIRACTA THERAPEUTICS 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.41 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $3 Shares 84 Est. Cost $51.35 Unrealized -35.4%
LUV SOUTHWEST AIRLINES 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.16 Unrealized -15.7%
ISCB ISHARES MORNINGSTAR 0.0%
Value ($000) $3 Shares 47 Est. Cost $56.21 Unrealized
AAP ADVANCE AUTO 0.0%
Value ($000) $3 Shares 30 Est. Cost $112.44 Unrealized -41.2%
ISMD NORTHERN LIGHTS 0.0%
Value ($000) $2 Shares 63 Est. Cost $29.19 Unrealized
HON HONEYWELL INTL 0.0%
Value ($000) $2 Shares 11 Est. Cost $176.65 Unrealized +2.3%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $2 Shares 19 Est. Cost $45.70 Unrealized +98.2%
ARCADIUM LITHIUM 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.31 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 53 Est. Cost $24.24 Unrealized +42.9%
AMPLIFY TR 0.0%
Value ($000) $2 Shares 468 Est. Cost $4.18 Unrealized
PENN PENN ENTERTAINMENT 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.90 Unrealized -9.8%
TTWO TAKE-TWO INTERACTIVE 0.0%
Value ($000) $2 Shares 12 Est. Cost $127.28 Unrealized +22.0%
RIVN RIVIAN AUTOMOTIVE 0.0%
Value ($000) $2 Shares 157 Est. Cost $20.31 Unrealized -29.1%
NLOP NET LEASE 0.0%
Value ($000) $2 Shares 72 Est. Cost $18.48 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $129.50 Unrealized +16.9%
TCAF T ROWE 0.0%
Value ($000) $2 Shares 52 Est. Cost $30.23 Unrealized
NEO NEOGENOMICS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.81 Unrealized -35.2%
BP BP PLC 0.0%
Value ($000) $2 Shares 40 Est. Cost $25.00 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $8.19 Unrealized +93.5%
NUTEX HEALTH 0.0%
Value ($000) $1 Shares 15,000 Est. Cost $1.01 Unrealized
PTLO PORTILLO'S INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $22.01 Unrealized -36.9%
TRV TRAVELERS COS 0.0%
Value ($000) $1 Shares 6 Est. Cost $206.72 Unrealized 0.0%
CNH CNH INDUSTRIAL 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.22 Unrealized +1.7%
FIP FTAI INFRASTRUCTURE 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.61 Unrealized +70.6%
TWIN TWIN DISC 0.0%
Value ($000) $1 Shares 66 Est. Cost $10.11 Unrealized +50.5%
GDXJ VANECK JR 0.0%
Value ($000) $1 Shares 28 Est. Cost $71.43 Unrealized
ZIM ZIM INTEGRATED 0.0%
Value ($000) $1 Shares 97 Est. Cost $41.32 Unrealized -70.6%
ELS EQUITY LIFESTYLE 0.0%
Value ($000) $1 Shares 15 Est. Cost $88.24 Unrealized
OUST OUSTER INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.23 Unrealized +8.9%
PHYS SPROTT PHYSICAL 0.0%
Value ($000) $1 Shares 36 Est. Cost $17.31 Unrealized
EL PASO ENERGY 0.0%
Value ($000) $1 Shares 13 Est. Cost $47.92 Unrealized
ASB ASSOCIATED BANC 0.0%
Value ($000) $1 Shares 28 Est. Cost $14.77 Unrealized +31.5%
NKE NIKE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $125.92 Unrealized -22.3%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 28 Est. Cost $12.33 Unrealized +28.6%
WEN WENDYS CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.21 Unrealized -11.4%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $40.34 Unrealized -83.3%
EATON VANCE 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.00 Unrealized
QSR RESTAURANT BRANDS 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.92 Unrealized +16.5%
PNW PINNACLE WEST 0.0%
Value ($000) $0 Shares 5 Est. Cost $65.26 Unrealized -0.1%
BHF BRIGHTHOUSE FINANCIAL 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.36 Unrealized +26.2%
NVAX NOVAVAX INC 0.0%
Value ($000) $0 Shares 61 Est. Cost $199.27 Unrealized -97.7%
WAB WABTEC 0.0%
Value ($000) $0 Shares 2 Est. Cost $111.67 Unrealized +20.2%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $40.77 Unrealized +28.8%
VIRTUS DIVID 0.0%
Value ($000) $0 Shares 19 Est. Cost $12.79 Unrealized
LE LANDS END 0.0%
Value ($000) $0 Shares 19 Est. Cost $13.08 Unrealized -30.3%
ACCO ACCO BRANDS 0.0%
Value ($000) $0 Shares 18 Est. Cost $6.90 Unrealized -24.6%
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.75 Unrealized +11.5%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $8.69 Unrealized +27.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AVNS AVANOS MEDICAL 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.21 Unrealized -46.6%
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 -61.3%