Waterloo Capital, L.P. Diversified Active

CIK: 0001730942 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value ($000): $782,789 (100.0% shares, 0.0% debt)

Holdings (361)

IVV ISHARES S&P 500 INDEX 3.9%
Value ($000) $30,714 Shares 58,421 Est. Cost $441.66 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 3.2%
Value ($000) $25,385 Shares 141,730 Est. Cost $167.26 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 3.2%
Value ($000) $24,791 Shares 150,846 Est. Cost $150.53 Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 2.6%
Value ($000) $20,482 Shares 568,431 Est. Cost $26.98 Unrealized
QQQM INVESCO NASDAQ 100 ETF 2.5%
Value ($000) $19,934 Shares 109,112 Est. Cost $165.99 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2.3%
Value ($000) $18,283 Shares 249,938 Est. Cost $64.03 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 2.1%
Value ($000) $16,506 Shares 215,287 Est. Cost $76.53 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.1%
Value ($000) $16,104 Shares 95,082 Est. Cost $156.01 Unrealized
DRSK APTUS DEFINED RISK ETF 1.8%
Value ($000) $13,881 Shares 520,667 Est. Cost $27.54 Unrealized
IDUB APTUS INTERNATIONAL ENHANCED YIELD 1.7%
Value ($000) $13,524 Shares 649,881 Est. Cost $19.56 Unrealized
MSFT MICROSOFT 1.6%
Value ($000) $12,412 Shares 29,501 Est. Cost $268.56 Unrealized +48.7%
AGG ISHARES AGGREGATE BOND ETF 1.5%
Value ($000) $11,691 Shares 119,367 Est. Cost $99.46 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 1.5%
Value ($000) $11,585 Shares 411,120 Est. Cost $28.35 Unrealized
OSCV OPUS SMALL CAP VALUE ETF 1.4%
Value ($000) $11,227 Shares 312,216 Est. Cost $25.01 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $11,067 Shares 220,584 Est. Cost $44.02 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 1.4%
Value ($000) $11,033 Shares 167,493 Est. Cost $63.82 Unrealized
VOO VANGUARD S&P 500 ETF 1.4%
Value ($000) $10,622 Shares 22,096 Est. Cost $358.22 Unrealized
AAPL APPLE INC 1.4%
Value ($000) $10,605 Shares 61,842 Est. Cost $137.61 Unrealized +31.0%
WMT WALMART INC COM 1.3%
Value ($000) $10,344 Shares 171,910 Est. Cost $55.05 Unrealized +1.8%
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $9,096 Shares 17,390 Est. Cost $457.27 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.1%
Value ($000) $8,933 Shares 212,738 Est. Cost $28.13 Unrealized
DUBS APTUS LARGE CAP ENHANCED YIELD ETF 1.1%
Value ($000) $8,797 Shares 300,765 Est. Cost $24.70 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 1.1%
Value ($000) $8,732 Shares 80,476 Est. Cost $100.21 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 1.1%
Value ($000) $8,689 Shares 171,144 Est. Cost $49.95 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 1.1%
Value ($000) $8,354 Shares 102,300 Est. Cost $74.17 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.0%
Value ($000) $8,159 Shares 132,596 Est. Cost $51.47 Unrealized
INDA ISHARES MSCI INDIA ETF 1.0%
Value ($000) $7,757 Shares 150,358 Est. Cost $48.87 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 1.0%
Value ($000) $7,750 Shares 105,495 Est. Cost $62.46 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 1.0%
Value ($000) $7,526 Shares 176,882 Est. Cost $42.32 Unrealized
AVGO BROADCOM INC COM 0.9%
Value ($000) $7,383 Shares 5,570 Est. Cost $75.85 Unrealized +59.8%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.9%
Value ($000) $7,301 Shares 86,828 Est. Cost $80.48 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.9%
Value ($000) $6,802 Shares 269,725 Est. Cost $25.16 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.9%
Value ($000) $6,725 Shares 90,604 Est. Cost $73.09 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND 0.8%
Value ($000) $5,967 Shares 103,130 Est. Cost $57.16 Unrealized
NVDA NVIDIA CORP 0.7%
Value ($000) $5,847 Shares 6,471 Est. Cost $43.51 Unrealized +66.5%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.7%
Value ($000) $5,843 Shares 249,049 Est. Cost $23.12 Unrealized
JUCY APTUS ENHANCED YIELD ETF 0.7%
Value ($000) $5,607 Shares 239,809 Est. Cost $24.77 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $5,259 Shares 29,153 Est. Cost $123.31 Unrealized +35.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $5,175 Shares 123,894 Est. Cost $39.36 Unrealized
QQQ POWERSHARES QQQ TR 0.6%
Value ($000) $5,055 Shares 11,384 Est. Cost $362.73 Unrealized
BX BLACKSTONE GROUP LP 0.6%
Value ($000) $5,018 Shares 38,194 Est. Cost $93.13 Unrealized +27.5%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.6%
Value ($000) $4,779 Shares 55,799 Est. Cost $79.13 Unrealized
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.6%
Value ($000) $4,694 Shares 51,138 Est. Cost $91.82 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $4,189 Shares 23,936 Est. Cost $144.72 Unrealized +8.7%
RITM RITHM CAPITAL CORP COM NEW 0.5%
Value ($000) $4,167 Shares 373,399 Est. Cost $10.77 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $3,987 Shares 26,416 Est. Cost $111.63 Unrealized +27.2%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.5%
Value ($000) $3,825 Shares 37,909 Est. Cost $100.40 Unrealized
V VISA INC 0.5%
Value ($000) $3,770 Shares 13,508 Est. Cost $215.23 Unrealized +26.5%
SCHX Schwab US Large Cap ETF 0.5%
Value ($000) $3,763 Shares 60,641 Est. Cost $52.48 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $3,653 Shares 14,057 Est. Cost $227.84 Unrealized
STX SEAGATE TECHNOLOGY 0.4%
Value ($000) $3,519 Shares 37,814 Est. Cost $73.55 Unrealized +14.1%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $3,515 Shares 60,647 Est. Cost $42.59 Unrealized +17.7%
URI UNITED RENTALS INC 0.4%
Value ($000) $3,454 Shares 4,790 Est. Cost $468.69 Unrealized +34.7%
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $3,442 Shares 6,959 Est. Cost $412.09 Unrealized +18.7%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $3,439 Shares 17,167 Est. Cost $124.66 Unrealized +39.3%
SBRA SABRA HEALTH CARE REIT INC COM 0.4%
Value ($000) $3,395 Shares 229,868 Est. Cost $14.42 Unrealized
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $3,362 Shares 42,156 Est. Cost $66.72 Unrealized +6.2%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.4%
Value ($000) $3,330 Shares 102,474 Est. Cost $26.93 Unrealized
VNO VORNADO REALTY TRUST 0.4%
Value ($000) $3,312 Shares 115,126 Est. Cost $28.38 Unrealized
DOW DOW INC COM 0.4%
Value ($000) $3,281 Shares 56,635 Est. Cost $45.44 Unrealized +7.7%
FLOT ISHARES FLOATING RATE BOND ETF 0.4%
Value ($000) $3,211 Shares 62,888 Est. Cost $50.78 Unrealized
LNC LINCOLN NATL CORP IND COM 0.4%
Value ($000) $3,188 Shares 99,837 Est. Cost $22.29 Unrealized +11.3%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $3,113 Shares 20,444 Est. Cost $129.05 Unrealized +11.0%
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $3,102 Shares 19,821 Est. Cost $112.20 Unrealized +18.7%
TNL TRAVEL PLUS LEISURE CO COM 0.4%
Value ($000) $3,079 Shares 62,891 Est. Cost $34.03 Unrealized +15.7%
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $2,960 Shares 93,459 Est. Cost $30.83 Unrealized
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $2,881 Shares 151,051 Est. Cost $12.94 Unrealized +14.3%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $2,876 Shares 77,278 Est. Cost $27.04 Unrealized +19.7%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $2,763 Shares 30,158 Est. Cost $84.15 Unrealized +1.0%
HFXI IQ FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.3%
Value ($000) $2,726 Shares 101,618 Est. Cost $24.87 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.3%
Value ($000) $2,710 Shares 128,152 Est. Cost $21.07 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.3%
Value ($000) $2,695 Shares 86,503 Est. Cost $22.42 Unrealized +6.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $2,685 Shares 28,380 Est. Cost $95.43 Unrealized
HTGC HERCULES CAPITAL INC COM 0.3%
Value ($000) $2,663 Shares 144,347 Est. Cost $16.30 Unrealized +8.9%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $2,630 Shares 60,295 Est. Cost $35.15 Unrealized +1.5%
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $2,595 Shares 124,623 Est. Cost $16.02 Unrealized +6.0%
HD HOME DEPOT 0.3%
Value ($000) $2,525 Shares 6,582 Est. Cost $290.83 Unrealized +19.8%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $2,523 Shares 31,476 Est. Cost $61.49 Unrealized +8.5%
M D C HOLDING INC 0.3%
Value ($000) $2,499 Shares 39,725 Est. Cost $55.25 Unrealized
LADR LADDER CAP CORP CL A 0.3%
Value ($000) $2,490 Shares 223,753 Est. Cost $11.40 Unrealized
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $2,464 Shares 121,181 Est. Cost $20.89 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.3%
Value ($000) $2,457 Shares 58,174 Est. Cost $39.76 Unrealized
GBDC GOLUB CAP BDC INC COM 0.3%
Value ($000) $2,367 Shares 142,330 Est. Cost $11.89 Unrealized +5.7%
WHR WHIRLPOOL CORP COM 0.3%
Value ($000) $2,297 Shares 19,204 Est. Cost $115.48 Unrealized -3.5%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.3%
Value ($000) $2,280 Shares 123,371 Est. Cost $20.75 Unrealized
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $2,262 Shares 123,314 Est. Cost $15.37 Unrealized +4.0%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,228 Shares 12,237 Est. Cost $135.67 Unrealized +19.4%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $2,200 Shares 10,635 Est. Cost $129.53 Unrealized +31.7%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.3%
Value ($000) $2,164 Shares 43,194 Est. Cost $47.04 Unrealized
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.3%
Value ($000) $2,152 Shares 87,567 Est. Cost $27.13 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.3%
Value ($000) $2,077 Shares 96,553 Est. Cost $19.19 Unrealized +1.0%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.3%
Value ($000) $2,063 Shares 96,268 Est. Cost $20.71 Unrealized +3.7%
BKAG BNY MELLON CORE BOND ETF 0.3%
Value ($000) $1,999 Shares 47,732 Est. Cost $40.41 Unrealized
ADBE ADOBE SYS INC 0.2%
Value ($000) $1,948 Shares 3,860 Est. Cost $420.64 Unrealized +36.3%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $1,939 Shares 16,684 Est. Cost $98.84 Unrealized -0.8%
BXMT BLACKSTONE MTG TR INC COM CL A 0.2%
Value ($000) $1,928 Shares 96,844 Est. Cost $20.89 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $1,854 Shares 37,531 Est. Cost $44.12 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $1,822 Shares 10,094 Est. Cost $129.30 Unrealized +35.2%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.2%
Value ($000) $1,805 Shares 31,453 Est. Cost $52.66 Unrealized
META META PLATFORMS INC CL A 0.2%
Value ($000) $1,789 Shares 3,683 Est. Cost $235.73 Unrealized +88.0%
EQUITRANS MIDSTREAM CORP COM 0.2%
Value ($000) $1,787 Shares 143,063 Est. Cost $11.19 Unrealized
LTC LTC PPTYS INC COM 0.2%
Value ($000) $1,750 Shares 53,833 Est. Cost $32.17 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $1,704 Shares 61,394 Est. Cost $25.97 Unrealized -5.1%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $1,684 Shares 8,496 Est. Cost $141.16 Unrealized +12.6%
NOW SERVICENOW INC COM 0.2%
Value ($000) $1,670 Shares 2,190 Est. Cost $131.46 Unrealized +15.2%
CPRT COPART INC 0.2%
Value ($000) $1,618 Shares 27,931 Est. Cost $34.48 Unrealized +49.1%
AM ANTERO MIDSTREAM CORP COM 0.2%
Value ($000) $1,603 Shares 113,980 Est. Cost $11.02 Unrealized +3.4%
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $1,543 Shares 26,272 Est. Cost $46.29 Unrealized +10.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,503 Shares 3,574 Est. Cost $336.27 Unrealized +17.0%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $1,500 Shares 5,279 Est. Cost $137.57 Unrealized +14.7%
ROP ROPER INDUSTRIES INC 0.2%
Value ($000) $1,490 Shares 2,657 Est. Cost $369.26 Unrealized +45.9%
A AGILENT TECH INC 0.2%
Value ($000) $1,488 Shares 10,227 Est. Cost $122.67 Unrealized +10.2%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.2%
Value ($000) $1,488 Shares 11,836 Est. Cost $114.36 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $1,481 Shares 7,231 Est. Cost $106.22 Unrealized +84.1%
CHE CHEMED CORP NEW COM 0.2%
Value ($000) $1,476 Shares 2,300 Est. Cost $490.98 Unrealized +22.8%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,435 Shares 6,891 Est. Cost $117.70 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,414 Shares 8,716 Est. Cost $133.12 Unrealized +12.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $1,381 Shares 2,375 Est. Cost $509.64 Unrealized +9.4%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $1,364 Shares 7,758 Est. Cost $216.21 Unrealized -9.6%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $1,358 Shares 13,489 Est. Cost $100.40 Unrealized
TMUS T-MOBILE US INC COM 0.2%
Value ($000) $1,358 Shares 8,317 Est. Cost $147.14 Unrealized +7.5%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $1,333 Shares 11,752 Est. Cost $91.53 Unrealized +8.6%
NFLX NETFLIX COM INC 0.2%
Value ($000) $1,314 Shares 2,164 Est. Cost $46.59 Unrealized +21.0%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $1,312 Shares 8,292 Est. Cost $138.97 Unrealized +8.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $1,310 Shares 12,179 Est. Cost $107.60 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,299 Shares 12,804 Est. Cost $88.58 Unrealized +6.8%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.2%
Value ($000) $1,282 Shares 18,950 Est. Cost $147.18 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $1,276 Shares 5,112 Est. Cost $213.36 Unrealized +13.2%
IJR ISHARES S&P SMALLCAP 600 ETF 0.2%
Value ($000) $1,258 Shares 11,379 Est. Cost $108.25 Unrealized
JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 0.2%
Value ($000) $1,222 Shares 47,114 Est. Cost $25.43 Unrealized
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $1,212 Shares 2,317 Est. Cost $440.57 Unrealized +17.2%
ACN ACCENTURE LTD BERMUDA CL A 0.2%
Value ($000) $1,198 Shares 3,456 Est. Cost $307.58 Unrealized +15.3%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $1,162 Shares 5,881 Est. Cost $188.37 Unrealized -1.2%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,142 Shares 7,242 Est. Cost $123.62 Unrealized +12.5%
TGT TARGET CORP COM 0.1%
Value ($000) $1,092 Shares 6,163 Est. Cost $131.72 Unrealized +7.8%
MA MASTERCARD INC 0.1%
Value ($000) $1,081 Shares 2,244 Est. Cost $414.17 Unrealized +9.3%
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value ($000) $1,077 Shares 5,404 Est. Cost $181.35 Unrealized +9.1%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $1,068 Shares 4,671 Est. Cost $195.89 Unrealized
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,065 Shares 6,195 Est. Cost $125.43 Unrealized +16.6%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $1,058 Shares 8,424 Est. Cost $107.62 Unrealized +4.4%
BRKR BRUKER BIOSCIENCES CORP 0.1%
Value ($000) $1,056 Shares 11,238 Est. Cost $65.96 Unrealized +21.0%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.1%
Value ($000) $1,040 Shares 19,352 Est. Cost $55.56 Unrealized -2.7%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.1%
Value ($000) $1,036 Shares 66,883 Est. Cost $15.86 Unrealized
IQSU IQ CANDRIAM U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $1,026 Shares 23,121 Est. Cost $41.99 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $1,024 Shares 20,807 Est. Cost $49.22 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value ($000) $1,012 Shares 10,910 Est. Cost $79.69 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,010 Shares 44,353 Est. Cost $22.79 Unrealized
CASY CASEYS GEN STORES INC COM 0.1%
Value ($000) $1,006 Shares 3,159 Est. Cost $272.77 Unrealized +6.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $992 Shares 6,713 Est. Cost $110.08 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $990 Shares 8,183 Est. Cost $110.28 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $988 Shares 57,030 Est. Cost $16.86 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $972 Shares 7,943 Est. Cost $90.07 Unrealized +13.7%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $969 Shares 3,565 Est. Cost $231.21 Unrealized +5.3%
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $966 Shares 43,196 Est. Cost $18.36 Unrealized +8.6%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $961 Shares 13,289 Est. Cost $58.27 Unrealized +10.3%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $947 Shares 1,217 Est. Cost $512.03 Unrealized +37.2%
PCOR PROCORE TECHNOLOGIES INC COM 0.1%
Value ($000) $946 Shares 11,518 Est. Cost $64.60 Unrealized +14.9%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.1%
Value ($000) $919 Shares 23,437 Est. Cost $35.63 Unrealized
OUTFRONT MEDIA INC COM 0.1%
Value ($000) $916 Shares 54,577 Est. Cost $13.96 Unrealized
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.1%
Value ($000) $907 Shares 14,860 Est. Cost $57.50 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $894 Shares 2,859 Est. Cost $227.90 Unrealized +17.4%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $879 Shares 4,693 Est. Cost $134.71 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $873 Shares 16,927 Est. Cost $50.88 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $868 Shares 3,475 Est. Cost $213.12 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $854 Shares 1,525 Est. Cost $513.63 Unrealized +7.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $852 Shares 5,034 Est. Cost $118.34 Unrealized +25.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $845 Shares 1,857 Est. Cost $416.97 Unrealized -0.3%
JPST JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND 0.1%
Value ($000) $839 Shares 16,635 Est. Cost $50.15 Unrealized
BSY BENTLEY SYS INC COM CL B 0.1%
Value ($000) $839 Shares 16,059 Est. Cost $50.52 Unrealized -1.5%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $823 Shares 7,023 Est. Cost $104.10 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $809 Shares 1,105 Est. Cost $535.19 Unrealized +32.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $795 Shares 3,731 Est. Cost $185.41 Unrealized +9.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $782 Shares 2,593 Est. Cost $236.65 Unrealized +13.1%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $776 Shares 12,147 Est. Cost $54.12 Unrealized +2.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $759 Shares 18,023 Est. Cost $35.14 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $754 Shares 12,481 Est. Cost $60.11 Unrealized +0.5%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $748 Shares 19,202 Est. Cost $32.46 Unrealized +1.6%
SCHH SCH US REIT ETF 0.1%
Value ($000) $746 Shares 36,749 Est. Cost $20.71 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $745 Shares 5,530 Est. Cost $107.55 Unrealized +16.5%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.1%
Value ($000) $741 Shares 29,881 Est. Cost $24.76 Unrealized
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.1%
Value ($000) $736 Shares 18,469 Est. Cost $34.32 Unrealized 0.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $725 Shares 6,376 Est. Cost $96.07 Unrealized +15.3%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $708 Shares 1,775 Est. Cost $284.51 Unrealized +32.8%
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $693 Shares 7,815 Est. Cost $76.03 Unrealized +8.2%
DPZ DOMINOS PIZZA INC COM 0.1%
Value ($000) $693 Shares 1,394 Est. Cost $421.84 Unrealized 0.0%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $687 Shares 7,596 Est. Cost $84.89 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $685 Shares 43,557 Est. Cost $11.75 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $679 Shares 10,968 Est. Cost $104.03 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $656 Shares 11,882 Est. Cost $42.17 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $651 Shares 1,001 Est. Cost $411.54 Unrealized +53.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $646 Shares 3,150 Est. Cost $172.33 Unrealized +4.9%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $644 Shares 21,401 Est. Cost $28.48 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $643 Shares 5,179 Est. Cost $107.61 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $634 Shares 1 Est. Cost $593888.44 Unrealized 0.0%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $627 Shares 10,316 Est. Cost $121.34 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $611 Shares 6,477 Est. Cost $91.42 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $608 Shares 15,171 Est. Cost $38.73 Unrealized
BLACKROCK INC 0.1%
Value ($000) $602 Shares 722 Est. Cost $818.77 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value ($000) $600 Shares 32,643 Est. Cost $18.35 Unrealized -0.7%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $595 Shares 164 Est. Cost $3045.90 Unrealized +15.2%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $589 Shares 3,451 Est. Cost $68.50 Unrealized +98.1%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.1%
Value ($000) $577 Shares 11,723 Est. Cost $42.22 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $574 Shares 1,603 Est. Cost $330.34 Unrealized 0.0%
DE DEERE & CO COM 0.1%
Value ($000) $572 Shares 1,392 Est. Cost $368.72 Unrealized +1.0%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $568 Shares 4,422 Est. Cost $66.98 Unrealized +69.3%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $566 Shares 1,885 Est. Cost $214.57 Unrealized +24.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $564 Shares 1,673 Est. Cost $211.75 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $558 Shares 812 Est. Cost $133.22 Unrealized +13.8%
BK OF AMERICA CORP 7.25CNV PFD L 0.1%
Value ($000) $554 Shares 464 Est. Cost $1205.28 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $551 Shares 4,142 Est. Cost $126.28 Unrealized -0.8%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.1%
Value ($000) $551 Shares 25,460 Est. Cost $22.55 Unrealized
BALL BALL CORP COM 0.1%
Value ($000) $551 Shares 8,181 Est. Cost $51.13 Unrealized +15.8%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $545 Shares 3,128 Est. Cost $148.22 Unrealized +6.5%
TE CONNECTIVITY LTD 0.1%
Value ($000) $543 Shares 3,739 Est. Cost $142.78 Unrealized
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.1%
Value ($000) $542 Shares 3,722 Est. Cost $132.12 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $537 Shares 6,164 Est. Cost $71.45 Unrealized +12.9%
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.1%
Value ($000) $537 Shares 12,593 Est. Cost $32.96 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $521 Shares 2,970 Est. Cost $97.16 Unrealized +19.8%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value ($000) $514 Shares 3,948 Est. Cost $110.95 Unrealized +10.3%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $514 Shares 13,187 Est. Cost $30.44 Unrealized +9.7%
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $512 Shares 7,608 Est. Cost $38.87 Unrealized +38.1%
BWA BORG WARNER AUTOMOTIVE INC 0.1%
Value ($000) $509 Shares 14,650 Est. Cost $34.62 Unrealized -8.0%
AON AON CORP 0.1%
Value ($000) $508 Shares 1,523 Est. Cost $311.20 Unrealized -1.7%
FISV FISERV INC 0.1%
Value ($000) $501 Shares 3,136 Est. Cost $128.61 Unrealized +13.2%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $497 Shares 3,905 Est. Cost $102.65 Unrealized +4.9%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $494 Shares 6,185 Est. Cost $79.87 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $493 Shares 13,479 Est. Cost $31.62 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $489 Shares 7,213 Est. Cost $64.93 Unrealized
POOL POOL CORP COM 0.1%
Value ($000) $488 Shares 1,210 Est. Cost $357.07 Unrealized +6.4%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $471 Shares 5,068 Est. Cost $92.89 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $468 Shares 13,925 Est. Cost $29.49 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $462 Shares 4,740 Est. Cost $80.72 Unrealized +7.6%
GLD SPDR GOLD ETF 0.1%
Value ($000) $462 Shares 2,244 Est. Cost $160.54 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $458 Shares 4,233 Est. Cost $92.71 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $449 Shares 12,182 Est. Cost $35.70 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $445 Shares 5,151 Est. Cost $88.35 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $442 Shares 2,100 Est. Cost $191.92 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value ($000) $434 Shares 14,697 Est. Cost $27.69 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.1%
Value ($000) $426 Shares 6,149 Est. Cost $67.85 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.1%
Value ($000) $425 Shares 4,766 Est. Cost $47.20 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $424 Shares 3,212 Est. Cost $96.81 Unrealized +19.6%
MLPA GLOBAL X MLP ETF 0.1%
Value ($000) $423 Shares 8,767 Est. Cost $41.79 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $422 Shares 1,961 Est. Cost $195.92 Unrealized +0.7%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $421 Shares 1,602 Est. Cost $226.41 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $419 Shares 1,307 Est. Cost $229.05 Unrealized +33.7%
STE STERIS PLC SHS USD 0.1%
Value ($000) $417 Shares 1,857 Est. Cost $213.71 Unrealized +3.9%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.1%
Value ($000) $417 Shares 4,196 Est. Cost $99.35 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $415 Shares 4,088 Est. Cost $91.24 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $410 Shares 14,059 Est. Cost $17.80 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $407 Shares 9,677 Est. Cost $42.01 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.1%
Value ($000) $399 Shares 15,020 Est. Cost $28.41 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $393 Shares 10,656 Est. Cost $32.80 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $386 Shares 7,537 Est. Cost $51.28 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $385 Shares 9,338 Est. Cost $39.23 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $385 Shares 5,064 Est. Cost $44.26 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $378 Shares 8,524 Est. Cost $42.50 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $371 Shares 2,269 Est. Cost $134.98 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $367 Shares 2,913 Est. Cost $104.21 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $366 Shares 1,062 Est. Cost $314.65 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $364 Shares 784 Est. Cost $383.62 Unrealized +10.1%
ROST ROSS STORES INC 0.0%
Value ($000) $363 Shares 2,472 Est. Cost $129.45 Unrealized +8.4%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $360 Shares 4,414 Est. Cost $73.62 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $360 Shares 3,263 Est. Cost $101.99 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $354 Shares 5,595 Est. Cost $41.35 Unrealized +27.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $351 Shares 1,909 Est. Cost $133.52 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $349 Shares 819 Est. Cost $388.21 Unrealized +10.1%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value ($000) $348 Shares 6,260 Est. Cost $50.93 Unrealized
AX BOFI HLDG INC 0.0%
Value ($000) $344 Shares 6,360 Est. Cost $43.14 Unrealized +22.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $343 Shares 8,918 Est. Cost $36.28 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $342 Shares 13,535 Est. Cost $26.88 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $338 Shares 11,735 Est. Cost $22.97 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $336 Shares 6,063 Est. Cost $41.11 Unrealized +16.2%
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $336 Shares 18,207 Est. Cost $15.16 Unrealized +17.4%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $336 Shares 21,000 Est. Cost $15.96 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $335 Shares 4,791 Est. Cost $68.90 Unrealized 0.0%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $332 Shares 4,821 Est. Cost $66.49 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $331 Shares 9,642 Est. Cost $23.55 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $326 Shares 1,347 Est. Cost $232.50 Unrealized 0.0%
CRM SALESFORCE COM 0.0%
Value ($000) $324 Shares 1,076 Est. Cost $223.60 Unrealized +27.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $323 Shares 3,004 Est. Cost $112.64 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $321 Shares 30,441 Est. Cost $9.88 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $320 Shares 4,135 Est. Cost $76.67 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $319 Shares 18,066 Est. Cost $10.21 Unrealized +43.7%
PCAR PACCAR INC COM 0.0%
Value ($000) $315 Shares 2,546 Est. Cost $100.80 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $315 Shares 6,303 Est. Cost $47.98 Unrealized -1.6%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $313 Shares 604 Est. Cost $455.03 Unrealized +5.9%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $312 Shares 1,634 Est. Cost $141.50 Unrealized +22.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $311 Shares 2,580 Est. Cost $83.60 Unrealized +26.5%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $298 Shares 18,195 Est. Cost $16.39 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $296 Shares 1,161 Est. Cost $197.15 Unrealized +12.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $293 Shares 4,036 Est. Cost $73.55 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $290 Shares 1,028 Est. Cost $258.68 Unrealized +7.5%
RY ROYAL BK CDA COM 0.0%
Value ($000) $289 Shares 2,861 Est. Cost $91.87 Unrealized +7.4%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $287 Shares 7,237 Est. Cost $37.56 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $286 Shares 6,575 Est. Cost $41.36 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $283 Shares 814 Est. Cost $264.03 Unrealized +18.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $276 Shares 1,696 Est. Cost $149.51 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $275 Shares 2,529 Est. Cost $109.41 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $274 Shares 3,525 Est. Cost $77.39 Unrealized
HCA HCA INC 0.0%
Value ($000) $272 Shares 816 Est. Cost $301.08 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $272 Shares 7,173 Est. Cost $27.61 Unrealized +18.8%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $270 Shares 5,603 Est. Cost $51.55 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $267 Shares 4,371 Est. Cost $56.70 Unrealized 0.0%
TKR TIMKEN CO COM 0.0%
Value ($000) $265 Shares 3,036 Est. Cost $73.57 Unrealized +12.1%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $265 Shares 1,733 Est. Cost $124.04 Unrealized +13.0%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $264 Shares 5,469 Est. Cost $47.24 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $263 Shares 1,306 Est. Cost $164.35 Unrealized 0.0%
PSP POWERSHARES GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value ($000) $263 Shares 3,981 Est. Cost $62.20 Unrealized
JUST GOLDMAN SACHS JUST US LARGE CAP EQ ETF 0.0%
Value ($000) $262 Shares 3,488 Est. Cost $63.17 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $254 Shares 1,028 Est. Cost $223.39 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $252 Shares 3,126 Est. Cost $81.28 Unrealized
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $251 Shares 1,484 Est. Cost $172.86 Unrealized +6.1%
COHEN & STEERS TOTAL RETURN RL COM 0.0%
Value ($000) $246 Shares 20,713 Est. Cost $11.75 Unrealized
FROG JFROG LTD ORD SHS 0.0%
Value ($000) $246 Shares 5,563 Est. Cost $27.04 Unrealized +43.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $243 Shares 3,181 Est. Cost $63.53 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $242 Shares 5,245 Est. Cost $46.07 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $241 Shares 1,241 Est. Cost $144.44 Unrealized +26.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $240 Shares 959 Est. Cost $231.16 Unrealized +1.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $239 Shares 3,108 Est. Cost $64.75 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $238 Shares 4,832 Est. Cost $49.19 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $236 Shares 6,055 Est. Cost $36.96 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $235 Shares 1,784 Est. Cost $114.61 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $230 Shares 849 Est. Cost $250.71 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $229 Shares 1,072 Est. Cost $191.03 Unrealized 0.0%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $228 Shares 11,724 Est. Cost $19.42 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $224 Shares 428 Est. Cost $484.02 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $224 Shares 2,420 Est. Cost $94.07 Unrealized
PATTERSON COS INC COM 0.0%
Value ($000) $222 Shares 8,038 Est. Cost $28.45 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.0%
Value ($000) $221 Shares 1,628 Est. Cost $104.00 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $219 Shares 1,895 Est. Cost $115.77 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $218 Shares 5,243 Est. Cost $36.72 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.0%
Value ($000) $218 Shares 755 Est. Cost $262.26 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $217 Shares 685 Est. Cost $83.80 Unrealized +34.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $217 Shares 2,378 Est. Cost $92.19 Unrealized -3.9%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $217 Shares 5,998 Est. Cost $31.54 Unrealized 0.0%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $217 Shares 5,700 Est. Cost $36.27 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $216 Shares 4,593 Est. Cost $39.40 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $214 Shares 2,617 Est. Cost $81.26 Unrealized
FERG1GBX FERGUSON PLC NEW SHS 0.0%
Value ($000) $214 Shares 978 Est. Cost $218.43 Unrealized
HYEM Vaneck Vectors Emerging Mkt Hi Yield Bond ETF 0.0%
Value ($000) $212 Shares 11,085 Est. Cost $18.51 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $211 Shares 964 Est. Cost $177.50 Unrealized +16.1%
SYY SYSCO CORP COM 0.0%
Value ($000) $209 Shares 2,570 Est. Cost $74.59 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $208 Shares 1,884 Est. Cost $102.89 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $208 Shares 1,820 Est. Cost $104.46 Unrealized
TFII TFI INTL INC COM 0.0%
Value ($000) $207 Shares 1,300 Est. Cost $143.03 Unrealized 0.0%
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $204 Shares 6,227 Est. Cost $32.69 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $203 Shares 770 Est. Cost $234.88 Unrealized 0.0%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $203 Shares 781 Est. Cost $220.68 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $200 Shares 2,938 Est. Cost $43.62 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $200 Shares 4,397 Est. Cost $46.07 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $199 Shares 1,031 Est. Cost $213.87 Unrealized -3.9%
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $191 Shares 19,077 Est. Cost $6.97 Unrealized
GABELLI EQUITY TR INC COM 0.0%
Value ($000) $182 Shares 33,010 Est. Cost $5.10 Unrealized
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $172 Shares 76,500 Est. Cost $1.82 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $163 Shares 12,303 Est. Cost $9.63 Unrealized +11.0%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $133 Shares 18,636 Est. Cost $6.38 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $74 Shares 20,000 Est. Cost $3.97 Unrealized -16.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $73 Shares 16,995 Est. Cost $5.39 Unrealized -8.3%
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND FLEXSHA 0.0%
Value ($000) $72 Shares 1,765 Est. Cost $41.07 Unrealized
CURI CURIOSITYSTREAM INC COM CL A 0.0%
Value ($000) $16 Shares 14,900 Est. Cost $0.77 Unrealized -36.0%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $13 Shares 15,000 Est. Cost $1.14 Unrealized -26.7%