Waterloo Capital, L.P. Diversified Active

CIK: 0001730942 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $916,326 (100.0% shares, 0.0% debt)

Holdings (354)

IVV ISHARES S&P 500 INDEX 3.5%
Value ($000) $32,227 Shares 55,871 Est. Cost $451.34 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.7%
Value ($000) $25,038 Shares 139,752 Est. Cost $162.81 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 2.6%
Value ($000) $23,648 Shares 124,593 Est. Cost $167.26 Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 2.6%
Value ($000) $23,600 Shares 593,864 Est. Cost $27.50 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2.5%
Value ($000) $22,639 Shares 272,957 Est. Cost $67.32 Unrealized
WMT WALMART INC COM 2.3%
Value ($000) $20,810 Shares 257,703 Est. Cost $59.10 Unrealized +22.7%
QQQM INVESCO NASDAQ 100 ETF 2.2%
Value ($000) $20,536 Shares 102,244 Est. Cost $167.11 Unrealized
AGG ISHARES AGGREGATE BOND ETF 2.2%
Value ($000) $19,797 Shares 195,489 Est. Cost $100.11 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2.0%
Value ($000) $18,236 Shares 101,709 Est. Cost $150.53 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $17,508 Shares 75,143 Est. Cost $146.47 Unrealized +51.5%
IDUB APTUS INTERNATIONAL ENHANCED YIELD 1.7%
Value ($000) $15,559 Shares 714,054 Est. Cost $19.73 Unrealized
DRSK APTUS DEFINED RISK ETF 1.7%
Value ($000) $15,145 Shares 535,154 Est. Cost $27.56 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.6%
Value ($000) $14,295 Shares 181,666 Est. Cost $76.58 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 1.5%
Value ($000) $13,864 Shares 477,079 Est. Cost $28.71 Unrealized
MSFT MICROSOFT 1.4%
Value ($000) $13,018 Shares 30,254 Est. Cost $281.62 Unrealized +50.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $13,014 Shares 246,437 Est. Cost $44.86 Unrealized
OSCV OPUS SMALL CAP VALUE ETF 1.4%
Value ($000) $12,943 Shares 345,612 Est. Cost $26.12 Unrealized
VOO VANGUARD S&P 500 ETF 1.4%
Value ($000) $12,677 Shares 24,024 Est. Cost $371.13 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 1.4%
Value ($000) $12,566 Shares 275,266 Est. Cost $44.48 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.3%
Value ($000) $12,106 Shares 155,108 Est. Cost $74.70 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.2%
Value ($000) $10,843 Shares 160,613 Est. Cost $54.12 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.1%
Value ($000) $10,218 Shares 221,161 Est. Cost $28.74 Unrealized
DUBS APTUS LARGE CAP ENHANCED YIELD ETF 1.1%
Value ($000) $10,140 Shares 320,097 Est. Cost $25.11 Unrealized
NVDA NVIDIA CORP 1.0%
Value ($000) $9,543 Shares 78,582 Est. Cost $96.59 Unrealized +22.2%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 1.0%
Value ($000) $9,494 Shares 394,773 Est. Cost $23.71 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $8,806 Shares 15,348 Est. Cost $457.27 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.0%
Value ($000) $8,779 Shares 174,092 Est. Cost $49.80 Unrealized
INDA ISHARES MSCI INDIA ETF 0.9%
Value ($000) $8,585 Shares 146,682 Est. Cost $49.02 Unrealized
AVGO BROADCOM INC COM 0.9%
Value ($000) $8,439 Shares 48,923 Est. Cost $148.65 Unrealized +6.3%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.9%
Value ($000) $8,242 Shares 189,813 Est. Cost $42.47 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.8%
Value ($000) $7,538 Shares 105,091 Est. Cost $69.72 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.8%
Value ($000) $7,536 Shares 143,333 Est. Cost $49.97 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.8%
Value ($000) $7,152 Shares 124,577 Est. Cost $53.42 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.8%
Value ($000) $7,142 Shares 79,007 Est. Cost $74.17 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.8%
Value ($000) $6,951 Shares 69,306 Est. Cost $100.30 Unrealized
AMZN AMAZON.COM INC 0.8%
Value ($000) $6,883 Shares 36,941 Est. Cost $135.93 Unrealized +34.2%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.7%
Value ($000) $6,821 Shares 264,879 Est. Cost $25.19 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $6,735 Shares 140,763 Est. Cost $40.21 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.7%
Value ($000) $6,516 Shares 73,931 Est. Cost $80.48 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $6,195 Shares 121,368 Est. Cost $50.94 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.7%
Value ($000) $6,165 Shares 103,594 Est. Cost $57.12 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.6%
Value ($000) $5,855 Shares 129,202 Est. Cost $44.08 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.6%
Value ($000) $5,319 Shares 42,706 Est. Cost $101.08 Unrealized
BX BLACKSTONE GROUP LP 0.6%
Value ($000) $5,275 Shares 34,449 Est. Cost $93.13 Unrealized +43.5%
JUCY APTUS ENHANCED YIELD ETF 0.6%
Value ($000) $5,246 Shares 226,021 Est. Cost $24.70 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.6%
Value ($000) $5,050 Shares 62,519 Est. Cost $80.78 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.5%
Value ($000) $4,860 Shares 67,941 Est. Cost $71.54 Unrealized
QQQ POWERSHARES QQQ TR 0.5%
Value ($000) $4,596 Shares 9,417 Est. Cost $362.73 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $4,525 Shares 41,653 Est. Cost $107.84 Unrealized
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $4,432 Shares 7,581 Est. Cost $419.49 Unrealized +30.7%
META META PLATFORMS INC CL A 0.5%
Value ($000) $4,370 Shares 7,634 Est. Cost $367.36 Unrealized +39.4%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.5%
Value ($000) $4,285 Shares 47,196 Est. Cost $79.13 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $4,144 Shares 24,372 Est. Cost $144.91 Unrealized +12.4%
SBRA SABRA HEALTH CARE REIT INC COM 0.4%
Value ($000) $4,101 Shares 220,360 Est. Cost $14.48 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.4%
Value ($000) $4,036 Shares 110,767 Est. Cost $27.58 Unrealized
SCHX Schwab US Large Cap ETF 0.4%
Value ($000) $3,975 Shares 58,581 Est. Cost $52.70 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $3,960 Shares 97,307 Est. Cost $31.04 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $3,817 Shares 74,793 Est. Cost $36.72 Unrealized +24.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $3,796 Shares 13,407 Est. Cost $227.84 Unrealized
STX SEAGATE TECHNOLOGY 0.4%
Value ($000) $3,762 Shares 34,348 Est. Cost $74.42 Unrealized +33.0%
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $3,699 Shares 21,888 Est. Cost $114.24 Unrealized +29.2%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $3,684 Shares 30,349 Est. Cost $84.24 Unrealized +30.4%
RITM RITHM CAPITAL CORP COM NEW 0.4%
Value ($000) $3,660 Shares 322,477 Est. Cost $10.77 Unrealized
URI UNITED RENTALS INC 0.4%
Value ($000) $3,620 Shares 4,471 Est. Cost $468.69 Unrealized +51.6%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $3,569 Shares 16,927 Est. Cost $126.67 Unrealized +61.8%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $3,499 Shares 20,929 Est. Cost $133.11 Unrealized +26.4%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $3,497 Shares 63,665 Est. Cost $55.49 Unrealized
OKE ONEOK INC NEW COM 0.4%
Value ($000) $3,496 Shares 38,364 Est. Cost $64.98 Unrealized +25.4%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $3,472 Shares 61,456 Est. Cost $42.72 Unrealized +28.4%
TMUS T-MOBILE US INC COM 0.4%
Value ($000) $3,394 Shares 16,447 Est. Cost $164.06 Unrealized +14.2%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $3,270 Shares 14,060 Est. Cost $200.14 Unrealized +5.3%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $3,253 Shares 75,932 Est. Cost $27.57 Unrealized +40.0%
CWEN/A CLEARWAY ENERGY INC CL A 0.3%
Value ($000) $3,124 Shares 109,717 Est. Cost $19.48 Unrealized +20.4%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $3,082 Shares 18,586 Est. Cost $117.05 Unrealized +42.4%
LNC LINCOLN NATL CORP IND COM 0.3%
Value ($000) $3,071 Shares 97,449 Est. Cost $22.74 Unrealized +26.7%
SO SOUTHERN CO COM 0.3%
Value ($000) $3,055 Shares 33,874 Est. Cost $73.59 Unrealized +10.9%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.3%
Value ($000) $2,997 Shares 102,321 Est. Cost $22.97 Unrealized +12.5%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,976 Shares 15,068 Est. Cost $147.65 Unrealized +21.0%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $2,831 Shares 128,157 Est. Cost $15.47 Unrealized +28.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $2,828 Shares 6,144 Est. Cost $377.88 Unrealized +17.0%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $2,814 Shares 138,072 Est. Cost $20.72 Unrealized
DOW DOW INC COM 0.3%
Value ($000) $2,806 Shares 51,363 Est. Cost $45.65 Unrealized +5.0%
V VISA INC 0.3%
Value ($000) $2,782 Shares 10,118 Est. Cost $219.30 Unrealized +22.1%
DLR DIGITAL REALTY TRUST INC 0.3%
Value ($000) $2,722 Shares 16,817 Est. Cost $145.37 Unrealized +1.0%
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $2,711 Shares 129,460 Est. Cost $16.08 Unrealized +13.3%
TSLA TESLA MOTORS INC 0.3%
Value ($000) $2,666 Shares 10,189 Est. Cost $208.88 Unrealized +9.2%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $2,663 Shares 15,375 Est. Cost $144.40 Unrealized +13.7%
HTGC HERCULES CAPITAL INC COM 0.3%
Value ($000) $2,636 Shares 134,229 Est. Cost $16.43 Unrealized +19.9%
MMM 3M CO COM 0.3%
Value ($000) $2,570 Shares 18,801 Est. Cost $99.59 Unrealized +19.6%
HD HOME DEPOT 0.3%
Value ($000) $2,551 Shares 6,297 Est. Cost $297.71 Unrealized +18.5%
KO COCA COLA CO COM 0.3%
Value ($000) $2,536 Shares 35,297 Est. Cost $63.35 Unrealized +3.6%
TNL TRAVEL PLUS LEISURE CO COM 0.3%
Value ($000) $2,508 Shares 54,437 Est. Cost $34.32 Unrealized +21.4%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $2,463 Shares 9,707 Est. Cost $129.53 Unrealized +65.3%
DGX QUEST DIAGNOSTICS INC COM 0.3%
Value ($000) $2,456 Shares 15,820 Est. Cost $140.49 Unrealized +3.8%
FSK FS KKR CAP CORP COM 0.3%
Value ($000) $2,447 Shares 124,040 Est. Cost $13.00 Unrealized +23.2%
VNO VORNADO REALTY TRUST 0.3%
Value ($000) $2,445 Shares 62,056 Est. Cost $28.17 Unrealized
ATLANTICA SUSTAINABLE INFR PLC SHS 0.3%
Value ($000) $2,420 Shares 110,081 Est. Cost $20.75 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.3%
Value ($000) $2,372 Shares 44,868 Est. Cost $48.13 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $2,336 Shares 14,417 Est. Cost $148.68 Unrealized +2.7%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $2,271 Shares 2,564 Est. Cost $666.10 Unrealized +33.7%
DOC HEALTHPEAK PPTY INC. 0.2%
Value ($000) $2,260 Shares 98,799 Est. Cost $19.78 Unrealized 0.0%
NFLX NETFLIX COM INC 0.2%
Value ($000) $2,249 Shares 3,171 Est. Cost $51.97 Unrealized +28.7%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,243 Shares 19,133 Est. Cost $100.27 Unrealized +9.7%
ISRG INTUITIVE SURGICAL, INC. 0.2%
Value ($000) $2,141 Shares 4,359 Est. Cost $359.99 Unrealized +29.3%
HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.2%
Value ($000) $2,106 Shares 76,195 Est. Cost $24.87 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,095 Shares 12,294 Est. Cost $117.91 Unrealized +21.3%
NOW SERVICENOW INC COM 0.2%
Value ($000) $2,052 Shares 2,294 Est. Cost $137.75 Unrealized +19.3%
KELLANOVA COM 0.2%
Value ($000) $1,992 Shares 24,678 Est. Cost $56.18 Unrealized +21.8%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $1,967 Shares 14,184 Est. Cost $124.46 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,944 Shares 8,609 Est. Cost $139.30 Unrealized
BKAG BNY MELLON CORE BOND ETF 0.2%
Value ($000) $1,901 Shares 44,049 Est. Cost $40.52 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,859 Shares 2,097 Est. Cost $674.29 Unrealized +27.8%
AM ANTERO MIDSTREAM CORP COM 0.2%
Value ($000) $1,845 Shares 122,562 Est. Cost $11.23 Unrealized +19.3%
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $1,838 Shares 78,389 Est. Cost $22.99 Unrealized
LTC LTC PPTYS INC COM 0.2%
Value ($000) $1,823 Shares 49,689 Est. Cost $32.30 Unrealized
LADR LADDER CAP CORP CL A 0.2%
Value ($000) $1,820 Shares 156,897 Est. Cost $11.39 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,818 Shares 21,506 Est. Cost $62.72 Unrealized +19.4%
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $1,802 Shares 36,251 Est. Cost $49.70 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING COM 0.2%
Value ($000) $1,772 Shares 86,306 Est. Cost $20.77 Unrealized +1.2%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,754 Shares 39,052 Est. Cost $36.90 Unrealized +4.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.2%
Value ($000) $1,706 Shares 37,492 Est. Cost $39.76 Unrealized
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,702 Shares 3,295 Est. Cost $429.80 Unrealized +14.0%
GBDC GOLUB CAP BDC INC COM 0.2%
Value ($000) $1,701 Shares 112,591 Est. Cost $12.07 Unrealized +6.7%
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $1,694 Shares 28,438 Est. Cost $47.34 Unrealized +22.9%
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $1,675 Shares 36,152 Est. Cost $44.12 Unrealized
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $1,663 Shares 18,109 Est. Cost $91.82 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $1,658 Shares 7,712 Est. Cost $112.01 Unrealized +82.5%
ROP ROPER INDUSTRIES INC 0.2%
Value ($000) $1,623 Shares 2,917 Est. Cost $384.01 Unrealized +41.8%
PWR QUANTA SERVICES INC 0.2%
Value ($000) $1,620 Shares 5,433 Est. Cost $257.77 Unrealized +2.4%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.2%
Value ($000) $1,589 Shares 11,889 Est. Cost $114.36 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,589 Shares 13,519 Est. Cost $90.06 Unrealized +25.2%
CPRT COPART INC 0.2%
Value ($000) $1,570 Shares 29,964 Est. Cost $35.80 Unrealized +45.1%
DHR DANAHER CORP 0.2%
Value ($000) $1,543 Shares 5,549 Est. Cost $216.68 Unrealized +21.1%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.2%
Value ($000) $1,519 Shares 25,239 Est. Cost $52.66 Unrealized
CHE CHEMED CORP NEW COM 0.2%
Value ($000) $1,511 Shares 2,515 Est. Cost $497.32 Unrealized +13.3%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $1,471 Shares 8,530 Est. Cost $142.62 Unrealized +29.8%
BLK BLACKROCK INC 0.2%
Value ($000) $1,458 Shares 1,536 Est. Cost $840.24 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $1,432 Shares 10,518 Est. Cost $114.94 Unrealized +8.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $1,420 Shares 12,566 Est. Cost $112.98 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $1,416 Shares 4,143 Est. Cost $137.57 Unrealized +22.4%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $1,411 Shares 35,568 Est. Cost $35.75 Unrealized +8.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $1,409 Shares 2,278 Est. Cost $509.64 Unrealized +15.6%
SLG SL GREEN RLTY CORP COM 0.1%
Value ($000) $1,324 Shares 19,026 Est. Cost $69.61 Unrealized
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,313 Shares 7,005 Est. Cost $128.69 Unrealized +27.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $1,291 Shares 3,485 Est. Cost $256.22 Unrealized +31.1%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,277 Shares 5,778 Est. Cost $178.58 Unrealized +5.8%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.1%
Value ($000) $1,273 Shares 18,043 Est. Cost $147.18 Unrealized
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.1%
Value ($000) $1,267 Shares 8,045 Est. Cost $146.14 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $1,231 Shares 10,526 Est. Cost $108.22 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $1,230 Shares 19,729 Est. Cost $92.70 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $1,181 Shares 14,964 Est. Cost $67.97 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,120 Shares 50,925 Est. Cost $17.59 Unrealized +6.7%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value ($000) $1,107 Shares 10,624 Est. Cost $79.69 Unrealized
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $1,101 Shares 43,004 Est. Cost $18.78 Unrealized +28.3%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.1%
Value ($000) $1,098 Shares 104,929 Est. Cost $10.46 Unrealized
PKG PACKAGING CORP OF AMERICA 0.1%
Value ($000) $1,082 Shares 5,024 Est. Cost $191.85 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,078 Shares 1,844 Est. Cost $435.78 Unrealized +18.5%
A AGILENT TECH INC 0.1%
Value ($000) $1,074 Shares 7,234 Est. Cost $122.90 Unrealized +10.3%
WELL WELLTOWER INC COM 0.1%
Value ($000) $1,071 Shares 8,368 Est. Cost $113.83 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,068 Shares 9,768 Est. Cost $93.12 Unrealized +12.8%
ALLE ALLEGION PLC 0.1%
Value ($000) $1,034 Shares 7,097 Est. Cost $111.04 Unrealized +17.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,030 Shares 4,330 Est. Cost $189.00 Unrealized +18.9%
WINN HARBOR LONG-TERM GROWERS ETF 0.1%
Value ($000) $1,006 Shares 39,272 Est. Cost $25.54 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value ($000) $1,003 Shares 43,058 Est. Cost $18.85 Unrealized +14.7%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.1%
Value ($000) $977 Shares 14,690 Est. Cost $57.50 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $974 Shares 4,106 Est. Cost $195.89 Unrealized
CASY CASEYS GEN STORES INC COM 0.1%
Value ($000) $972 Shares 2,587 Est. Cost $279.17 Unrealized +33.0%
JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 0.1%
Value ($000) $949 Shares 33,170 Est. Cost $25.43 Unrealized
IQSU NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $940 Shares 19,628 Est. Cost $41.99 Unrealized
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $922 Shares 8,241 Est. Cost $77.31 Unrealized +35.8%
MA MASTERCARD INC 0.1%
Value ($000) $893 Shares 1,808 Est. Cost $414.17 Unrealized +11.5%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.1%
Value ($000) $891 Shares 27,284 Est. Cost $27.13 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $886 Shares 6,716 Est. Cost $105.39 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $881 Shares 19,304 Est. Cost $33.20 Unrealized +25.8%
MUSA MURPHY USA INC COM 0.1%
Value ($000) $861 Shares 1,747 Est. Cost $459.37 Unrealized +8.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $840 Shares 22,578 Est. Cost $24.26 Unrealized +26.5%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $817 Shares 21,787 Est. Cost $33.64 Unrealized 0.0%
ADBE ADOBE SYS INC 0.1%
Value ($000) $813 Shares 1,571 Est. Cost $424.45 Unrealized +29.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $801 Shares 5,199 Est. Cost $110.08 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $787 Shares 2,984 Est. Cost $213.12 Unrealized
OUTFRONT MEDIA INC COM 0.1%
Value ($000) $781 Shares 42,504 Est. Cost $13.96 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $779 Shares 2,877 Est. Cost $214.17 Unrealized +10.3%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $772 Shares 2,554 Est. Cost $285.02 Unrealized +0.5%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $771 Shares 5,234 Est. Cost $124.60 Unrealized +12.3%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $771 Shares 2,180 Est. Cost $313.37 Unrealized +3.0%
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.1%
Value ($000) $763 Shares 19,740 Est. Cost $37.23 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $743 Shares 1,911 Est. Cost $236.29 Unrealized +45.2%
EPR EPR PPTYS COM SH BEN INT 0.1%
Value ($000) $738 Shares 15,054 Est. Cost $41.98 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $738 Shares 6,681 Est. Cost $110.66 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $735 Shares 14,482 Est. Cost $50.15 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $733 Shares 17,701 Est. Cost $39.02 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $727 Shares 4,428 Est. Cost $134.39 Unrealized +13.1%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.1%
Value ($000) $726 Shares 16,050 Est. Cost $34.32 Unrealized +26.1%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $720 Shares 20,022 Est. Cost $31.07 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $717 Shares 11,030 Est. Cost $104.03 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $712 Shares 169 Est. Cost $3212.96 Unrealized +18.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $708 Shares 6,213 Est. Cost $96.38 Unrealized +11.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $705 Shares 2,549 Est. Cost $244.44 Unrealized +3.7%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $691 Shares 1 Est. Cost $593888.44 Unrealized +11.8%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $685 Shares 7,176 Est. Cost $85.21 Unrealized
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $666 Shares 7,954 Est. Cost $76.62 Unrealized 0.0%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $655 Shares 11,065 Est. Cost $54.48 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value ($000) $634 Shares 3,677 Est. Cost $180.00 Unrealized -8.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $630 Shares 3,052 Est. Cost $154.91 Unrealized +24.6%
SCHH SCH US REIT ETF 0.1%
Value ($000) $625 Shares 26,981 Est. Cost $20.71 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $622 Shares 1,877 Est. Cost $227.90 Unrealized +32.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $614 Shares 6,261 Est. Cost $93.65 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $614 Shares 6,957 Est. Cost $79.44 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $605 Shares 33,439 Est. Cost $16.86 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $603 Shares 1,607 Est. Cost $211.75 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $598 Shares 1,434 Est. Cost $370.94 Unrealized -0.5%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $596 Shares 1,560 Est. Cost $309.14 Unrealized +11.6%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $589 Shares 16,279 Est. Cost $28.84 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $584 Shares 1,917 Est. Cost $266.70 Unrealized 0.0%
GEN SYMANTEC CORP 0.1%
Value ($000) $572 Shares 20,855 Est. Cost $25.05 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $571 Shares 9,079 Est. Cost $66.72 Unrealized -17.3%
BK OF AMERICA CORP 7.25CNV PFD L 0.1%
Value ($000) $569 Shares 447 Est. Cost $1205.28 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $556 Shares 7,122 Est. Cost $72.12 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $556 Shares 3,411 Est. Cost $132.48 Unrealized +6.6%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.1%
Value ($000) $551 Shares 36,074 Est. Cost $15.86 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $541 Shares 2,119 Est. Cost $227.14 Unrealized +6.1%
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.1%
Value ($000) $540 Shares 11,615 Est. Cost $32.96 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $539 Shares 1,989 Est. Cost $245.13 Unrealized 0.0%
PFE PFIZER INC COM 0.1%
Value ($000) $537 Shares 18,567 Est. Cost $25.97 Unrealized +2.7%
CRM SALESFORCE COM 0.1%
Value ($000) $537 Shares 1,962 Est. Cost $239.79 Unrealized +5.9%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $527 Shares 3,707 Est. Cost $134.19 Unrealized 0.0%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $522 Shares 2,575 Est. Cost $134.71 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $519 Shares 12,129 Est. Cost $30.82 Unrealized +28.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $513 Shares 2,484 Est. Cost $172.33 Unrealized +9.3%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $513 Shares 4,799 Est. Cost $114.03 Unrealized -11.9%
FISV FISERV INC 0.1%
Value ($000) $513 Shares 2,858 Est. Cost $132.59 Unrealized +24.4%
LIN LINDE PLC SHS 0.1%
Value ($000) $508 Shares 1,065 Est. Cost $398.57 Unrealized +12.4%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.1%
Value ($000) $505 Shares 9,798 Est. Cost $42.22 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $502 Shares 2,439 Est. Cost $178.02 Unrealized +7.2%
RTX RTX CORPORATION COM 0.1%
Value ($000) $498 Shares 4,106 Est. Cost $111.08 Unrealized 0.0%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $492 Shares 12,839 Est. Cost $31.62 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $491 Shares 2,792 Est. Cost $168.87 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.1%
Value ($000) $491 Shares 17,779 Est. Cost $28.48 Unrealized -8.9%
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $490 Shares 3,085 Est. Cost $144.67 Unrealized 0.0%
INTU INTUIT INC 0.1%
Value ($000) $490 Shares 788 Est. Cost $433.46 Unrealized +46.0%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $488 Shares 7,990 Est. Cost $59.20 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $486 Shares 30,259 Est. Cost $11.75 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $484 Shares 6,505 Est. Cost $61.06 Unrealized +11.5%
VST VISTRA CORP COM 0.1%
Value ($000) $483 Shares 4,074 Est. Cost $84.10 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $482 Shares 9,056 Est. Cost $47.49 Unrealized -1.5%
KR KROGER CO COM 0.1%
Value ($000) $481 Shares 8,399 Est. Cost $52.14 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $479 Shares 5,826 Est. Cost $67.32 Unrealized +11.6%
VLU SPDR S&P 1500 VALUE TILT ETF 0.1%
Value ($000) $478 Shares 2,591 Est. Cost $184.42 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $477 Shares 754 Est. Cost $560.34 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $472 Shares 4,090 Est. Cost $105.91 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $471 Shares 1,582 Est. Cost $236.65 Unrealized +11.2%
FDV FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF 0.1%
Value ($000) $471 Shares 16,873 Est. Cost $27.91 Unrealized
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $470 Shares 3,540 Est. Cost $38.87 Unrealized +187.8%
TEL TE CONNECTIVITY LTD 0.1%
Value ($000) $468 Shares 3,099 Est. Cost $146.90 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value ($000) $461 Shares 1,276 Est. Cost $330.48 Unrealized +3.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $458 Shares 6,204 Est. Cost $65.64 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $456 Shares 3,374 Est. Cost $69.69 Unrealized +100.0%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $454 Shares 2,409 Est. Cost $109.56 Unrealized +53.3%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $453 Shares 2,263 Est. Cost $143.27 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $447 Shares 1,843 Est. Cost $213.72 Unrealized +8.1%
PLD PROLOGIS SHARE BENEFICIAL INT 0.0%
Value ($000) $446 Shares 3,535 Est. Cost $113.42 Unrealized +4.1%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $443 Shares 7,248 Est. Cost $61.14 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $433 Shares 6,528 Est. Cost $42.63 Unrealized +46.5%
ROST ROSS STORES INC 0.0%
Value ($000) $427 Shares 2,839 Est. Cost $130.55 Unrealized +11.3%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $425 Shares 20,250 Est. Cost $21.05 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $420 Shares 22,107 Est. Cost $20.72 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $418 Shares 3,090 Est. Cost $107.23 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $414 Shares 3,377 Est. Cost $66.98 Unrealized +70.9%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $411 Shares 5,120 Est. Cost $44.66 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $411 Shares 3,849 Est. Cost $91.24 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $402 Shares 817 Est. Cost $461.48 Unrealized +4.2%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $402 Shares 15,367 Est. Cost $26.16 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $402 Shares 7,625 Est. Cost $51.27 Unrealized
AX BOFI HLDG INC 0.0%
Value ($000) $400 Shares 6,360 Est. Cost $43.14 Unrealized +52.4%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $397 Shares 13,623 Est. Cost $17.80 Unrealized
HCA HCA INC 0.0%
Value ($000) $394 Shares 970 Est. Cost $362.13 Unrealized 0.0%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $385 Shares 13,960 Est. Cost $28.41 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $382 Shares 12,667 Est. Cost $23.55 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $377 Shares 2,629 Est. Cost $87.96 Unrealized +43.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $366 Shares 1,306 Est. Cost $235.37 Unrealized +20.7%
RY ROYAL BK CDA COM 0.0%
Value ($000) $357 Shares 2,861 Est. Cost $91.87 Unrealized +25.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $351 Shares 4,671 Est. Cost $73.87 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $351 Shares 4,759 Est. Cost $68.90 Unrealized -2.5%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $349 Shares 6,903 Est. Cost $42.50 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $343 Shares 2,019 Est. Cost $118.34 Unrealized +44.6%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $343 Shares 4,561 Est. Cost $69.56 Unrealized +1.2%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value ($000) $338 Shares 14,379 Est. Cost $22.56 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $327 Shares 3,108 Est. Cost $102.65 Unrealized +2.4%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $326 Shares 3,136 Est. Cost $98.92 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $325 Shares 23,884 Est. Cost $11.76 Unrealized +24.9%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $324 Shares 623 Est. Cost $456.36 Unrealized +14.1%
MRK MERCK & CO INC 0.0%
Value ($000) $321 Shares 2,829 Est. Cost $96.81 Unrealized +16.7%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $317 Shares 21,000 Est. Cost $15.96 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $313 Shares 18,491 Est. Cost $16.39 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $306 Shares 6,575 Est. Cost $41.36 Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $305 Shares 15,229 Est. Cost $19.39 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $300 Shares 7,237 Est. Cost $37.56 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $293 Shares 3,041 Est. Cost $90.07 Unrealized +0.6%
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $292 Shares 7,567 Est. Cost $38.53 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $291 Shares 158 Est. Cost $1661.99 Unrealized +14.2%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $282 Shares 3,131 Est. Cost $47.20 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $277 Shares 1,253 Est. Cost $220.88 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $276 Shares 2,470 Est. Cost $83.77 Unrealized +17.9%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $276 Shares 2,304 Est. Cost $119.62 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $276 Shares 2,826 Est. Cost $90.15 Unrealized -8.1%
JUST GOLDMAN SACHS JUST US LARGE CAP EQ ETF 0.0%
Value ($000) $275 Shares 3,352 Est. Cost $63.17 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $272 Shares 4,426 Est. Cost $55.96 Unrealized 0.0%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $269 Shares 5,454 Est. Cost $47.29 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $269 Shares 2,841 Est. Cost $94.61 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $266 Shares 4,091 Est. Cost $64.96 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $265 Shares 2,212 Est. Cost $104.76 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $257 Shares 3,093 Est. Cost $65.50 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $256 Shares 569 Est. Cost $410.72 Unrealized 0.0%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $251 Shares 5,125 Est. Cost $51.55 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $250 Shares 5,302 Est. Cost $47.12 Unrealized
CBRE CBRE GROUP INC A 0.0%
Value ($000) $249 Shares 2,004 Est. Cost $109.03 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $249 Shares 2,552 Est. Cost $88.80 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $246 Shares 1,187 Est. Cost $192.62 Unrealized +6.1%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $245 Shares 4,976 Est. Cost $48.54 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $243 Shares 2,904 Est. Cost $78.83 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $238 Shares 1,240 Est. Cost $144.44 Unrealized +28.8%
MBB ISHARES MBS ETF 0.0%
Value ($000) $238 Shares 2,482 Est. Cost $95.81 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $237 Shares 5,766 Est. Cost $37.02 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $236 Shares 1,350 Est. Cost $150.89 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $234 Shares 5,568 Est. Cost $39.23 Unrealized
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $232 Shares 639 Est. Cost $306.57 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $232 Shares 604 Est. Cost $316.81 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $229 Shares 1,427 Est. Cost $151.68 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $224 Shares 1,437 Est. Cost $134.69 Unrealized +4.7%
POOL POOL CORP COM 0.0%
Value ($000) $223 Shares 593 Est. Cost $356.99 Unrealized -5.1%
AMGN AMGEN INC 0.0%
Value ($000) $221 Shares 685 Est. Cost $279.32 Unrealized +12.1%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $220 Shares 1,243 Est. Cost $141.32 Unrealized +12.7%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $217 Shares 5,202 Est. Cost $37.75 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $215 Shares 3,320 Est. Cost $60.47 Unrealized +6.8%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $214 Shares 1,822 Est. Cost $104.46 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $211 Shares 1,062 Est. Cost $192.73 Unrealized 0.0%
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $211 Shares 19,175 Est. Cost $6.97 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $210 Shares 5,374 Est. Cost $47.24 Unrealized -10.7%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $209 Shares 1,775 Est. Cost $117.62 Unrealized
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $208 Shares 1,754 Est. Cost $102.07 Unrealized 0.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $208 Shares 2,353 Est. Cost $76.01 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $208 Shares 2,455 Est. Cost $84.54 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $205 Shares 3,959 Est. Cost $43.65 Unrealized 0.0%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $202 Shares 975 Est. Cost $206.69 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $197 Shares 26,036 Est. Cost $7.58 Unrealized
INTUITIVE MACHINES INC WT EXP 0.0%
Value ($000) $169 Shares 67,266 Est. Cost $2.51 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $143 Shares 13,588 Est. Cost $9.73 Unrealized +7.3%
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $135 Shares 76,500 Est. Cost $1.82 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $122 Shares 10,478 Est. Cost $9.88 Unrealized
DIREXION DAILY S&P 500 BEAR 3X SHARES 0.0%
Value ($000) $106 Shares 16,000 Est. Cost $6.65 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $51 Shares 20,000 Est. Cost $3.97 Unrealized -30.8%
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $48 Shares 12,910 Est. Cost $3.68 Unrealized
CURI CURIOSITYSTREAM INC COM CL A 0.0%
Value ($000) $28 Shares 14,900 Est. Cost $0.77 Unrealized +61.4%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $1.14 Unrealized -20.9%