Waterloo Capital, L.P. Diversified Active

CIK: 0001730942 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 12, 2024

Total Value ($000): $833,324 (100.0% shares, 0.0% debt)

Holdings (347)

IVV ISHARES S&P 500 INDEX 4.2%
Value ($000) $35,197 Shares 64,319 Est. Cost $451.34 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 3.0%
Value ($000) $25,171 Shares 314,121 Est. Cost $67.32 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 2.9%
Value ($000) $23,825 Shares 310,628 Est. Cost $76.58 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 2.8%
Value ($000) $23,627 Shares 135,422 Est. Cost $167.26 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.8%
Value ($000) $23,423 Shares 137,167 Est. Cost $150.53 Unrealized
QQQM INVESCO NASDAQ 100 ETF 2.7%
Value ($000) $22,315 Shares 113,210 Est. Cost $167.11 Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 2.6%
Value ($000) $21,439 Shares 569,718 Est. Cost $26.98 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.0%
Value ($000) $16,545 Shares 100,713 Est. Cost $156.47 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $15,635 Shares 74,236 Est. Cost $145.55 Unrealized +27.2%
WMT WALMART INC COM 1.7%
Value ($000) $14,561 Shares 215,044 Est. Cost $56.44 Unrealized +9.8%
MSFT MICROSOFT 1.7%
Value ($000) $14,455 Shares 32,342 Est. Cost $281.62 Unrealized +48.2%
DRSK APTUS DEFINED RISK ETF 1.7%
Value ($000) $13,956 Shares 516,314 Est. Cost $27.54 Unrealized
IDUB APTUS INTERNATIONAL ENHANCED YIELD 1.6%
Value ($000) $13,696 Shares 666,157 Est. Cost $19.59 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.4%
Value ($000) $11,843 Shares 122,000 Est. Cost $99.41 Unrealized
VOO VANGUARD S&P 500 ETF 1.4%
Value ($000) $11,353 Shares 22,700 Est. Cost $362.00 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.3%
Value ($000) $11,207 Shares 226,766 Est. Cost $44.17 Unrealized
OSCV OPUS SMALL CAP VALUE ETF 1.3%
Value ($000) $11,110 Shares 322,024 Est. Cost $25.30 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 1.2%
Value ($000) $10,192 Shares 90,338 Est. Cost $101.58 Unrealized
NVDA NVIDIA CORP 1.1%
Value ($000) $9,552 Shares 77,316 Est. Cost $96.24 Unrealized +5.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 1.1%
Value ($000) $9,548 Shares 190,167 Est. Cost $49.97 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.1%
Value ($000) $9,349 Shares 213,742 Est. Cost $28.13 Unrealized
DUBS APTUS LARGE CAP ENHANCED YIELD ETF 1.1%
Value ($000) $9,279 Shares 305,643 Est. Cost $24.79 Unrealized
AVGO BROADCOM INC COM 1.1%
Value ($000) $8,948 Shares 5,573 Est. Cost $75.85 Unrealized +81.5%
SPYM SPDR PORTFOLIO S&P 500 ETF 1.1%
Value ($000) $8,926 Shares 139,468 Est. Cost $52.09 Unrealized
INDA ISHARES MSCI INDIA ETF 1.0%
Value ($000) $8,578 Shares 153,779 Est. Cost $49.02 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $8,334 Shares 15,314 Est. Cost $457.27 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 1.0%
Value ($000) $8,302 Shares 96,914 Est. Cost $74.17 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.9%
Value ($000) $7,531 Shares 103,671 Est. Cost $73.04 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.8%
Value ($000) $6,949 Shares 164,673 Est. Cost $42.32 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.8%
Value ($000) $6,582 Shares 234,912 Est. Cost $28.35 Unrealized
AMZN AMAZON.COM INC 0.8%
Value ($000) $6,497 Shares 33,621 Est. Cost $131.33 Unrealized +39.9%
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $6,484 Shares 126,920 Est. Cost $50.94 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.8%
Value ($000) $6,357 Shares 302,159 Est. Cost $21.05 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.8%
Value ($000) $6,329 Shares 78,058 Est. Cost $80.48 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.8%
Value ($000) $6,323 Shares 111,554 Est. Cost $57.12 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $6,236 Shares 116,498 Est. Cost $53.15 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.7%
Value ($000) $6,216 Shares 248,927 Est. Cost $25.16 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $5,674 Shares 129,662 Est. Cost $39.55 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.7%
Value ($000) $5,499 Shares 54,951 Est. Cost $100.30 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $5,330 Shares 29,260 Est. Cost $117.05 Unrealized +43.0%
JUCY APTUS ENHANCED YIELD ETF 0.6%
Value ($000) $5,018 Shares 216,961 Est. Cost $24.77 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.6%
Value ($000) $4,871 Shares 18,684 Est. Cost $260.70 Unrealized
QQQ POWERSHARES QQQ TR 0.6%
Value ($000) $4,852 Shares 10,127 Est. Cost $362.73 Unrealized
BX BLACKSTONE GROUP LP 0.6%
Value ($000) $4,744 Shares 38,317 Est. Cost $93.13 Unrealized +26.5%
XHB SPDR S&P HOMEBUILDERS ETF 0.6%
Value ($000) $4,612 Shares 45,623 Est. Cost $101.08 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $4,518 Shares 91,738 Est. Cost $49.24 Unrealized
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.5%
Value ($000) $4,509 Shares 49,124 Est. Cost $91.82 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.5%
Value ($000) $4,406 Shares 52,425 Est. Cost $79.13 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $4,175 Shares 22,761 Est. Cost $133.11 Unrealized +26.9%
RITM RITHM CAPITAL CORP COM NEW 0.5%
Value ($000) $4,154 Shares 380,744 Est. Cost $10.77 Unrealized
STX SEAGATE TECHNOLOGY 0.5%
Value ($000) $4,128 Shares 39,976 Est. Cost $74.42 Unrealized +20.7%
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $4,033 Shares 7,919 Est. Cost $419.49 Unrealized +12.8%
PEP PEPSICO INC COM 0.5%
Value ($000) $3,990 Shares 24,191 Est. Cost $144.91 Unrealized +12.0%
SCHX Schwab US Large Cap ETF 0.5%
Value ($000) $3,969 Shares 61,773 Est. Cost $52.70 Unrealized
V VISA INC 0.5%
Value ($000) $3,825 Shares 14,575 Est. Cost $219.30 Unrealized +23.5%
SBRA SABRA HEALTH CARE REIT INC COM 0.5%
Value ($000) $3,794 Shares 246,342 Est. Cost $14.48 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $3,677 Shares 13,744 Est. Cost $227.84 Unrealized
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $3,610 Shares 60,778 Est. Cost $42.59 Unrealized +33.5%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.4%
Value ($000) $3,451 Shares 104,564 Est. Cost $27.06 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $3,448 Shares 62,129 Est. Cost $55.50 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $3,412 Shares 99,631 Est. Cost $31.04 Unrealized
LNC LINCOLN NATL CORP IND COM 0.4%
Value ($000) $3,397 Shares 109,227 Est. Cost $22.74 Unrealized +21.2%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.4%
Value ($000) $3,393 Shares 146,061 Est. Cost $23.12 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $3,383 Shares 6,709 Est. Cost $347.40 Unrealized +39.1%
VNO VORNADO REALTY TRUST 0.4%
Value ($000) $3,370 Shares 128,169 Est. Cost $28.17 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $3,338 Shares 16,504 Est. Cost $124.66 Unrealized +51.8%
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $3,298 Shares 21,725 Est. Cost $114.24 Unrealized +18.6%
DOW DOW INC COM 0.4%
Value ($000) $3,117 Shares 58,755 Est. Cost $45.65 Unrealized +12.2%
URI UNITED RENTALS INC 0.4%
Value ($000) $3,115 Shares 4,816 Est. Cost $468.69 Unrealized +39.8%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $3,093 Shares 30,527 Est. Cost $84.24 Unrealized +8.4%
HTGC HERCULES CAPITAL INC COM 0.4%
Value ($000) $3,079 Shares 150,555 Est. Cost $16.43 Unrealized +17.1%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $3,042 Shares 83,363 Est. Cost $27.57 Unrealized +24.4%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $2,984 Shares 65,509 Est. Cost $35.47 Unrealized +10.3%
TNL TRAVEL PLUS LEISURE CO COM 0.4%
Value ($000) $2,935 Shares 65,254 Est. Cost $34.32 Unrealized +21.8%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.3%
Value ($000) $2,903 Shares 94,793 Est. Cost $22.74 Unrealized +15.0%
LADR LADDER CAP CORP CL A 0.3%
Value ($000) $2,747 Shares 243,310 Est. Cost $11.39 Unrealized
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $2,622 Shares 125,813 Est. Cost $16.02 Unrealized +11.8%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $2,609 Shares 31,989 Est. Cost $61.69 Unrealized +19.8%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $2,561 Shares 128,882 Est. Cost $15.47 Unrealized +14.6%
GBDC GOLUB CAP BDC INC COM 0.3%
Value ($000) $2,496 Shares 158,911 Est. Cost $12.07 Unrealized +13.3%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $2,495 Shares 131,709 Est. Cost $20.74 Unrealized
LLY ELI LILLY & CO COM 0.3%
Value ($000) $2,462 Shares 2,719 Est. Cost $666.10 Unrealized +18.7%
ATLANTICA SUSTAINABLE INFR PLC SHS 0.3%
Value ($000) $2,461 Shares 112,108 Est. Cost $20.75 Unrealized
CVS CVS HEALTH CORP COM 0.3%
Value ($000) $2,455 Shares 41,568 Est. Cost $66.72 Unrealized -12.3%
CWEN/A CLEARWAY ENERGY INC CL A 0.3%
Value ($000) $2,416 Shares 106,633 Est. Cost $19.37 Unrealized +8.7%
FSK FS KKR CAP CORP COM 0.3%
Value ($000) $2,395 Shares 121,365 Est. Cost $12.94 Unrealized +18.0%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.3%
Value ($000) $2,382 Shares 59,212 Est. Cost $40.23 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.3%
Value ($000) $2,346 Shares 22,015 Est. Cost $107.13 Unrealized
ADBE ADOBE SYS INC 0.3%
Value ($000) $2,281 Shares 4,106 Est. Cost $424.45 Unrealized +14.1%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.3%
Value ($000) $2,258 Shares 105,760 Est. Cost $20.77 Unrealized +2.6%
HFXI IQ FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.3%
Value ($000) $2,230 Shares 83,535 Est. Cost $24.87 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $2,230 Shares 13,520 Est. Cost $141.67 Unrealized +11.0%
NFLX NETFLIX COM INC 0.3%
Value ($000) $2,209 Shares 3,273 Est. Cost $51.97 Unrealized +20.2%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $2,202 Shares 19,128 Est. Cost $100.27 Unrealized +9.8%
SO SOUTHERN CO COM 0.3%
Value ($000) $2,147 Shares 27,673 Est. Cost $71.79 Unrealized 0.0%
WHR WHIRLPOOL CORP COM 0.3%
Value ($000) $2,135 Shares 20,887 Est. Cost $114.03 Unrealized -14.5%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $2,095 Shares 10,088 Est. Cost $129.53 Unrealized +48.8%
LTC LTC PPTYS INC COM 0.2%
Value ($000) $1,966 Shares 56,998 Est. Cost $32.30 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $1,952 Shares 12,032 Est. Cost $134.39 Unrealized +19.7%
HD HOME DEPOT 0.2%
Value ($000) $1,926 Shares 5,596 Est. Cost $290.83 Unrealized +12.6%
TSLA TESLA MOTORS INC 0.2%
Value ($000) $1,919 Shares 9,700 Est. Cost $207.91 Unrealized -15.9%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,865 Shares 10,871 Est. Cost $135.67 Unrealized +15.8%
TMUS T-MOBILE US INC COM 0.2%
Value ($000) $1,829 Shares 10,383 Est. Cost $150.42 Unrealized +8.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.2%
Value ($000) $1,813 Shares 44,501 Est. Cost $39.76 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.2%
Value ($000) $1,778 Shares 36,483 Est. Cost $47.04 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.2%
Value ($000) $1,774 Shares 101,816 Est. Cost $20.72 Unrealized
BKAG BNY MELLON CORE BOND ETF 0.2%
Value ($000) $1,748 Shares 42,190 Est. Cost $40.41 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.2%
Value ($000) $1,733 Shares 26,688 Est. Cost $63.82 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $1,728 Shares 5,096 Est. Cost $137.57 Unrealized +8.7%
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $1,723 Shares 35,886 Est. Cost $44.12 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,708 Shares 7,551 Est. Cost $127.19 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.2%
Value ($000) $1,707 Shares 3,838 Est. Cost $345.66 Unrealized +15.2%
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $1,702 Shares 29,787 Est. Cost $47.34 Unrealized +16.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,654 Shares 4,067 Est. Cost $345.04 Unrealized +18.4%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,651 Shares 15,000 Est. Cost $90.06 Unrealized +9.6%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $1,651 Shares 8,248 Est. Cost $141.16 Unrealized +33.8%
KELLANOVA COM 0.2%
Value ($000) $1,651 Shares 28,619 Est. Cost $56.18 Unrealized 0.0%
AM ANTERO MIDSTREAM CORP COM 0.2%
Value ($000) $1,649 Shares 111,879 Est. Cost $11.02 Unrealized +17.9%
ROP ROPER INDUSTRIES INC 0.2%
Value ($000) $1,624 Shares 2,881 Est. Cost $382.01 Unrealized +39.6%
CPRT COPART INC 0.2%
Value ($000) $1,595 Shares 29,448 Est. Cost $35.51 Unrealized +53.7%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $1,587 Shares 16,948 Est. Cost $93.65 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $1,510 Shares 14,779 Est. Cost $94.27 Unrealized 0.0%
EQUITRANS MIDSTREAM CORP COM 0.2%
Value ($000) $1,488 Shares 114,612 Est. Cost $11.19 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $1,469 Shares 7,455 Est. Cost $108.83 Unrealized +77.4%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.2%
Value ($000) $1,461 Shares 26,547 Est. Cost $52.66 Unrealized
NOW SERVICENOW INC COM 0.2%
Value ($000) $1,460 Shares 1,856 Est. Cost $131.46 Unrealized +11.6%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $1,438 Shares 13,055 Est. Cost $93.12 Unrealized +15.4%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.2%
Value ($000) $1,417 Shares 11,862 Est. Cost $114.36 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $1,404 Shares 5,618 Est. Cost $216.68 Unrealized +15.5%
CASY CASEYS GEN STORES INC COM 0.2%
Value ($000) $1,355 Shares 3,550 Est. Cost $279.17 Unrealized +18.5%
CHE CHEMED CORP NEW COM 0.2%
Value ($000) $1,283 Shares 2,364 Est. Cost $493.09 Unrealized +15.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $1,273 Shares 2,302 Est. Cost $509.64 Unrealized +11.8%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,261 Shares 8,934 Est. Cost $108.46 Unrealized +12.8%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,254 Shares 30,397 Est. Cost $36.47 Unrealized 0.0%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,252 Shares 1,473 Est. Cost $594.80 Unrealized +30.1%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $1,244 Shares 6,401 Est. Cost $187.39 Unrealized -5.9%
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $1,236 Shares 11,589 Est. Cost $108.22 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,180 Shares 7,542 Est. Cost $124.60 Unrealized +19.1%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.1%
Value ($000) $1,175 Shares 17,865 Est. Cost $147.18 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $1,160 Shares 15,745 Est. Cost $60.47 Unrealized +19.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,160 Shares 51,387 Est. Cost $22.76 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,139 Shares 2,554 Est. Cost $412.37 Unrealized +2.8%
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $1,126 Shares 52,237 Est. Cost $18.78 Unrealized +10.5%
TGT TARGET CORP COM 0.1%
Value ($000) $1,118 Shares 7,551 Est. Cost $134.69 Unrealized +9.8%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.1%
Value ($000) $1,078 Shares 21,353 Est. Cost $55.08 Unrealized -8.4%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value ($000) $1,069 Shares 10,604 Est. Cost $79.69 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $1,024 Shares 4,696 Est. Cost $195.89 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $1,014 Shares 3,943 Est. Cost $232.85 Unrealized +6.7%
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,011 Shares 6,745 Est. Cost $127.32 Unrealized +16.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $998 Shares 3,231 Est. Cost $249.96 Unrealized +21.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $986 Shares 4,392 Est. Cost $189.00 Unrealized +10.7%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $974 Shares 4,892 Est. Cost $118.34 Unrealized +54.1%
JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 0.1%
Value ($000) $972 Shares 36,348 Est. Cost $25.43 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $950 Shares 22,354 Est. Cost $33.20 Unrealized +13.6%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $949 Shares 13,401 Est. Cost $55.38 Unrealized +22.1%
MA MASTERCARD INC 0.1%
Value ($000) $933 Shares 2,115 Est. Cost $414.17 Unrealized +9.0%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.1%
Value ($000) $924 Shares 14,702 Est. Cost $57.50 Unrealized
BSY BENTLEY SYS INC COM CL B 0.1%
Value ($000) $921 Shares 18,660 Est. Cost $50.65 Unrealized +1.5%
A AGILENT TECH INC 0.1%
Value ($000) $921 Shares 7,102 Est. Cost $122.67 Unrealized +12.7%
IQSU IQ CANDRIAM U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $918 Shares 20,180 Est. Cost $41.99 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $895 Shares 226 Est. Cost $3212.96 Unrealized +13.8%
DPZ DOMINOS PIZZA INC COM 0.1%
Value ($000) $868 Shares 1,681 Est. Cost $434.68 Unrealized +14.4%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $848 Shares 21,330 Est. Cost $33.74 Unrealized +9.2%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $836 Shares 3,452 Est. Cost $213.12 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $824 Shares 16,328 Est. Cost $50.15 Unrealized
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.1%
Value ($000) $824 Shares 29,032 Est. Cost $27.13 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $816 Shares 6,405 Est. Cost $104.10 Unrealized
BALL BALL CORP COM 0.1%
Value ($000) $809 Shares 13,474 Est. Cost $56.74 Unrealized +15.3%
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $800 Shares 8,382 Est. Cost $77.31 Unrealized +22.8%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $800 Shares 4,113 Est. Cost $154.91 Unrealized +13.7%
ALLE ALLEGION PLC 0.1%
Value ($000) $793 Shares 6,709 Est. Cost $109.92 Unrealized +10.1%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value ($000) $775 Shares 38,754 Est. Cost $18.54 Unrealized +5.4%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $768 Shares 5,266 Est. Cost $110.08 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $764 Shares 6,469 Est. Cost $108.60 Unrealized +3.7%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $748 Shares 12,780 Est. Cost $109.22 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $744 Shares 9,954 Est. Cost $62.46 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $722 Shares 1,870 Est. Cost $440.57 Unrealized -7.7%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.1%
Value ($000) $720 Shares 17,386 Est. Cost $34.32 Unrealized +15.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $698 Shares 1,495 Est. Cost $416.97 Unrealized +5.9%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.1%
Value ($000) $695 Shares 17,975 Est. Cost $35.63 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $694 Shares 20,022 Est. Cost $31.07 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $693 Shares 6,670 Est. Cost $96.38 Unrealized +6.8%
SCHH SCH US REIT ETF 0.1%
Value ($000) $687 Shares 34,411 Est. Cost $20.71 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $674 Shares 10,584 Est. Cost $57.98 Unrealized +1.6%
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $673 Shares 10,991 Est. Cost $104.03 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $665 Shares 40,972 Est. Cost $11.75 Unrealized
EPR EPR PPTYS COM SH BEN INT 0.1%
Value ($000) $660 Shares 15,724 Est. Cost $41.98 Unrealized
OUTFRONT MEDIA INC COM 0.1%
Value ($000) $648 Shares 45,295 Est. Cost $13.96 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $645 Shares 15,700 Est. Cost $35.14 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $643 Shares 16,197 Est. Cost $38.80 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $643 Shares 37,023 Est. Cost $16.86 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $642 Shares 1,717 Est. Cost $370.94 Unrealized +2.6%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $634 Shares 2,021 Est. Cost $227.90 Unrealized +39.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $621 Shares 2,910 Est. Cost $172.33 Unrealized +6.7%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $614 Shares 6,963 Est. Cost $84.89 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $612 Shares 1 Est. Cost $593888.44 Unrealized +3.8%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $612 Shares 4,188 Est. Cost $138.97 Unrealized +1.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $610 Shares 1,673 Est. Cost $211.75 Unrealized
BLACKROCK INC 0.1%
Value ($000) $602 Shares 765 Est. Cost $817.01 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.1%
Value ($000) $602 Shares 4,397 Est. Cost $126.67 Unrealized +5.0%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $593 Shares 11,304 Est. Cost $42.17 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $593 Shares 5,969 Est. Cost $90.07 Unrealized +17.1%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value ($000) $567 Shares 22,585 Est. Cost $26.16 Unrealized
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $566 Shares 5,484 Est. Cost $38.87 Unrealized +101.2%
PFE PFIZER INC COM 0.1%
Value ($000) $566 Shares 20,232 Est. Cost $25.97 Unrealized -4.6%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.1%
Value ($000) $560 Shares 11,802 Est. Cost $42.22 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $560 Shares 14,412 Est. Cost $30.82 Unrealized +13.4%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $549 Shares 3,500 Est. Cost $69.69 Unrealized +120.3%
BK OF AMERICA CORP 7.25CNV PFD L 0.1%
Value ($000) $547 Shares 457 Est. Cost $1205.28 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $544 Shares 19,679 Est. Cost $28.48 Unrealized +6.6%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.1%
Value ($000) $543 Shares 36,074 Est. Cost $15.86 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $542 Shares 10,577 Est. Cost $51.27 Unrealized
TE CONNECTIVITY LTD 0.1%
Value ($000) $538 Shares 3,580 Est. Cost $142.78 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value ($000) $538 Shares 3,363 Est. Cost $181.35 Unrealized -9.2%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $533 Shares 1,392 Est. Cost $235.37 Unrealized +41.3%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.1%
Value ($000) $532 Shares 3,609 Est. Cost $132.12 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $523 Shares 2,374 Est. Cost $209.52 Unrealized +5.6%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $522 Shares 1,588 Est. Cost $214.57 Unrealized +46.2%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $522 Shares 8,822 Est. Cost $59.20 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $522 Shares 5,181 Est. Cost $100.40 Unrealized
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.1%
Value ($000) $518 Shares 11,756 Est. Cost $32.96 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $511 Shares 2,146 Est. Cost $227.14 Unrealized 0.0%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $506 Shares 13,479 Est. Cost $31.62 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $502 Shares 2,575 Est. Cost $134.71 Unrealized
MUSA MURPHY USA INC COM 0.1%
Value ($000) $484 Shares 1,030 Est. Cost $432.36 Unrealized 0.0%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $480 Shares 3,365 Est. Cost $142.74 Unrealized
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 0.1%
Value ($000) $477 Shares 24,300 Est. Cost $19.62 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 0.1%
Value ($000) $475 Shares 14,747 Est. Cost $34.62 Unrealized -2.3%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $473 Shares 6,010 Est. Cost $71.45 Unrealized +9.3%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $472 Shares 4,422 Est. Cost $110.76 Unrealized
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $472 Shares 1,784 Est. Cost $240.73 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $467 Shares 710 Est. Cost $411.54 Unrealized +49.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $450 Shares 17,755 Est. Cost $22.52 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $447 Shares 1,542 Est. Cost $284.04 Unrealized 0.0%
T AT&T INC COM 0.1%
Value ($000) $441 Shares 23,060 Est. Cost $16.16 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $440 Shares 3,844 Est. Cost $102.65 Unrealized +12.4%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $429 Shares 6,190 Est. Cost $60.70 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $428 Shares 1,258 Est. Cost $330.34 Unrealized +0.9%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $427 Shares 4,129 Est. Cost $92.71 Unrealized
MLPA GLOBAL X MLP ETF 0.1%
Value ($000) $426 Shares 8,779 Est. Cost $41.79 Unrealized
STE STERIS PLC SHS USD 0.1%
Value ($000) $421 Shares 1,916 Est. Cost $213.72 Unrealized +0.2%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $417 Shares 3,370 Est. Cost $66.98 Unrealized +79.9%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $412 Shares 1,671 Est. Cost $246.68 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $412 Shares 1,102 Est. Cost $316.81 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $411 Shares 14,189 Est. Cost $17.80 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $409 Shares 1,348 Est. Cost $307.58 Unrealized -2.7%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $409 Shares 4,608 Est. Cost $47.20 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $403 Shares 1,586 Est. Cost $242.87 Unrealized +8.9%
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $401 Shares 2,042 Est. Cost $195.88 Unrealized -0.5%
ROST ROSS STORES INC 0.0%
Value ($000) $401 Shares 2,757 Est. Cost $130.11 Unrealized +4.4%
LIN LINDE PLC SHS 0.0%
Value ($000) $398 Shares 908 Est. Cost $390.03 Unrealized +10.4%
CRM SALESFORCE COM 0.0%
Value ($000) $394 Shares 1,533 Est. Cost $235.86 Unrealized +12.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $394 Shares 5,553 Est. Cost $66.93 Unrealized +4.1%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $390 Shares 3,288 Est. Cost $110.28 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $390 Shares 3,149 Est. Cost $96.81 Unrealized +25.7%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $386 Shares 23,884 Est. Cost $11.76 Unrealized +40.9%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $385 Shares 14,590 Est. Cost $28.41 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $381 Shares 544 Est. Cost $133.22 Unrealized +26.5%
POOL POOL CORP COM 0.0%
Value ($000) $380 Shares 1,238 Est. Cost $356.99 Unrealized -1.0%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $380 Shares 12,891 Est. Cost $23.55 Unrealized
FISV FISERV INC 0.0%
Value ($000) $379 Shares 2,545 Est. Cost $128.61 Unrealized +17.7%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $375 Shares 5,064 Est. Cost $44.26 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $368 Shares 2,419 Est. Cost $136.41 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $367 Shares 3,821 Est. Cost $91.24 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.0%
Value ($000) $365 Shares 6,488 Est. Cost $51.12 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $364 Shares 1,998 Est. Cost $135.70 Unrealized
AX BOFI HLDG INC 0.0%
Value ($000) $363 Shares 6,360 Est. Cost $43.14 Unrealized +26.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $356 Shares 1,378 Est. Cost $232.73 Unrealized +4.2%
VRTX VERTEX PHARMACEUTICALS IN 0.0%
Value ($000) $352 Shares 752 Est. Cost $434.05 Unrealized 0.0%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $352 Shares 9,526 Est. Cost $35.70 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $351 Shares 6,063 Est. Cost $41.11 Unrealized +29.8%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $341 Shares 4,196 Est. Cost $73.62 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $340 Shares 2,791 Est. Cost $104.21 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $339 Shares 5,347 Est. Cost $41.35 Unrealized +42.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $335 Shares 618 Est. Cost $456.36 Unrealized +12.6%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $329 Shares 21,000 Est. Cost $15.96 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $323 Shares 316 Est. Cost $1022.73 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $318 Shares 9,447 Est. Cost $23.55 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $318 Shares 1,347 Est. Cost $211.43 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $316 Shares 6,518 Est. Cost $48.54 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $316 Shares 1,987 Est. Cost $97.16 Unrealized +62.6%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.0%
Value ($000) $315 Shares 1,810 Est. Cost $111.03 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $313 Shares 7,052 Est. Cost $42.50 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $313 Shares 4,786 Est. Cost $68.90 Unrealized -5.4%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value ($000) $312 Shares 14,180 Est. Cost $22.55 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $311 Shares 1,942 Est. Cost $150.89 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $309 Shares 4,257 Est. Cost $69.50 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $308 Shares 665 Est. Cost $457.10 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $305 Shares 2,869 Est. Cost $91.87 Unrealized +11.9%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $301 Shares 18,483 Est. Cost $16.39 Unrealized
UTZ UTZ BRANDS INC COM CL A 0.0%
Value ($000) $298 Shares 17,885 Est. Cost $15.16 Unrealized +18.7%
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $297 Shares 6,575 Est. Cost $41.36 Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $296 Shares 15,351 Est. Cost $19.39 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $295 Shares 1,852 Est. Cost $141.32 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $293 Shares 1,610 Est. Cost $201.06 Unrealized -11.3%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $283 Shares 7,237 Est. Cost $37.56 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $280 Shares 5,827 Est. Cost $47.29 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $280 Shares 5,898 Est. Cost $47.24 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $278 Shares 3,595 Est. Cost $76.67 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $274 Shares 163 Est. Cost $1661.99 Unrealized 0.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $267 Shares 3,713 Est. Cost $73.55 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $265 Shares 2,056 Est. Cost $108.58 Unrealized 0.0%
JUST GOLDMAN SACHS JUST US LARGE CAP EQ ETF 0.0%
Value ($000) $264 Shares 3,376 Est. Cost $63.17 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $260 Shares 2,357 Est. Cost $83.60 Unrealized +34.1%
PLD PROLOGIS SHARE BENEFICIAL INT 0.0%
Value ($000) $259 Shares 2,308 Est. Cost $110.95 Unrealized -5.8%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $259 Shares 5,372 Est. Cost $51.55 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $257 Shares 1,470 Est. Cost $159.21 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $256 Shares 5,389 Est. Cost $47.98 Unrealized -5.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $252 Shares 1,057 Est. Cost $231.67 Unrealized +2.1%
MCK MCKESSON CORP 0.0%
Value ($000) $246 Shares 422 Est. Cost $552.61 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $244 Shares 5,256 Est. Cost $44.38 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $243 Shares 6,316 Est. Cost $37.02 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $236 Shares 1,732 Est. Cost $124.04 Unrealized +5.9%
TKR TIMKEN CO COM 0.0%
Value ($000) $235 Shares 2,938 Est. Cost $73.57 Unrealized +17.2%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $234 Shares 2,078 Est. Cost $103.80 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $231 Shares 738 Est. Cost $279.32 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $226 Shares 1,231 Est. Cost $144.44 Unrealized +27.3%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $226 Shares 5,568 Est. Cost $39.23 Unrealized
WINN HARBOR LONG-TERM GROWERS ETF 0.0%
Value ($000) $226 Shares 8,928 Est. Cost $25.29 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $224 Shares 388 Est. Cost $484.02 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $223 Shares 1,045 Est. Cost $191.03 Unrealized +6.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $222 Shares 2,723 Est. Cost $81.28 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $220 Shares 2,376 Est. Cost $92.54 Unrealized
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $219 Shares 1,264 Est. Cost $141.50 Unrealized +17.2%
ARISTA NETWORKS INC COM 0.0%
Value ($000) $217 Shares 620 Est. Cost $350.48 Unrealized
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $217 Shares 1,251 Est. Cost $172.86 Unrealized -5.5%
VRSK VERISK ANALYTICS INCCL A 0.0%
Value ($000) $215 Shares 796 Est. Cost $242.08 Unrealized 0.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $213 Shares 1,669 Est. Cost $114.61 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $213 Shares 2,780 Est. Cost $63.53 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $211 Shares 2,361 Est. Cost $83.08 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $210 Shares 2,704 Est. Cost $90.49 Unrealized -13.7%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $209 Shares 2,760 Est. Cost $43.62 Unrealized +26.7%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $209 Shares 5,638 Est. Cost $36.27 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $206 Shares 690 Est. Cost $264.03 Unrealized +15.6%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $204 Shares 2,056 Est. Cost $99.35 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $203 Shares 2,427 Est. Cost $88.35 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $203 Shares 1,112 Est. Cost $182.55 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $201 Shares 890 Est. Cost $209.64 Unrealized 0.0%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $201 Shares 1,822 Est. Cost $104.46 Unrealized
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $197 Shares 19,099 Est. Cost $6.97 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $188 Shares 13,412 Est. Cost $14.05 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $159 Shares 12,715 Est. Cost $9.68 Unrealized +15.0%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $158 Shares 76,500 Est. Cost $1.82 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $113 Shares 10,478 Est. Cost $9.88 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $57 Shares 20,000 Est. Cost $3.97 Unrealized -11.2%
CURI CURIOSITYSTREAM INC COM CL A 0.0%
Value ($000) $17 Shares 14,900 Est. Cost $0.77 Unrealized +28.2%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $13 Shares 15,000 Est. Cost $1.14 Unrealized -22.7%