TITLEIST ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001977759 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $872,707 (100.0% shares, 0.0% debt)

Holdings (308)

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 10.0%
Value ($000) $86,857 Shares 865,803 Est. Cost $100.44 Unrealized
TSLA TESLA INC COM 8.2%
Value ($000) $71,983 Shares 178,247 Est. Cost $252.98 Unrealized +27.2%
NVDA NVIDIA CORPORATION COM 3.5%
Value ($000) $30,845 Shares 229,688 Est. Cost $96.92 Unrealized +42.2%
OPAL DIVIDEND INCOME ETF 3.5%
Value ($000) $30,250 Shares 945,020 Est. Cost $27.76 Unrealized
IWM ISHARES RUSSELL 2000 ETF 3.2%
Value ($000) $28,096 Shares 127,153 Est. Cost $196.04 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.2%
Value ($000) $18,843 Shares 107,534 Est. Cost $148.58 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 2.1%
Value ($000) $18,020 Shares 289,196 Est. Cost $85.35 Unrealized
ARKB ARK 21SHARES BITCOIN ETF BEN OF INT 1.9%
Value ($000) $16,829 Shares 180,435 Est. Cost $68.35 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.9%
Value ($000) $16,244 Shares 56,049 Est. Cost $277.31 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 1.9%
Value ($000) $16,189 Shares 177,065 Est. Cost $91.65 Unrealized
AAPL APPLE INC COM 1.8%
Value ($000) $15,402 Shares 61,505 Est. Cost $149.92 Unrealized +56.4%
SPY SPDR S&P 500 ETF TRUST 1.7%
Value ($000) $15,163 Shares 25,872 Est. Cost $449.42 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 1.5%
Value ($000) $13,462 Shares 57,219 Est. Cost $171.15 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $12,977 Shares 59,151 Est. Cost $126.54 Unrealized +61.7%
VUG VANGUARD GROWTH ETF 1.4%
Value ($000) $12,345 Shares 30,076 Est. Cost $355.55 Unrealized
IUS INVESCO RAFI STRATEGIC US ETF 1.3%
Value ($000) $11,285 Shares 227,203 Est. Cost $47.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 1.3%
Value ($000) $11,238 Shares 24,793 Est. Cost $383.01 Unrealized +20.6%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 1.3%
Value ($000) $11,065 Shares 193,203 Est. Cost $52.98 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 1.0%
Value ($000) $8,844 Shares 19,769 Est. Cost $114.48 Unrealized +274.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 1.0%
Value ($000) $8,844 Shares 116,940 Est. Cost $17.91 Unrealized +225.2%
BND VANGUARD TOTAL BOND MARKET ETF 1.0%
Value ($000) $8,479 Shares 117,906 Est. Cost $71.91 Unrealized
AVGO BROADCOM INC COM 0.9%
Value ($000) $7,712 Shares 33,262 Est. Cost $155.57 Unrealized +17.5%
ARKK ARK INNOVATION ETF 0.8%
Value ($000) $7,257 Shares 127,826 Est. Cost $46.66 Unrealized
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $7,081 Shares 65,831 Est. Cost $108.80 Unrealized +3.3%
VTV VANGUARD VALUE ETF 0.8%
Value ($000) $7,040 Shares 41,582 Est. Cost $168.77 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.8%
Value ($000) $6,895 Shares 27,178 Est. Cost $246.88 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.8%
Value ($000) $6,850 Shares 59,451 Est. Cost $105.58 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.8%
Value ($000) $6,624 Shares 10,653 Est. Cost $443.66 Unrealized
VB VANGUARD SMALL-CAP ETF 0.8%
Value ($000) $6,589 Shares 27,422 Est. Cost $237.02 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $6,467 Shares 123,837 Est. Cost $49.81 Unrealized
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $6,387 Shares 84,474 Est. Cost $73.10 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.7%
Value ($000) $6,205 Shares 125,056 Est. Cost $49.58 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.7%
Value ($000) $5,783 Shares 102,393 Est. Cost $52.06 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.6%
Value ($000) $5,571 Shares 31,284 Est. Cost $172.40 Unrealized
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.6%
Value ($000) $5,332 Shares 177,671 Est. Cost $29.23 Unrealized
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $5,228 Shares 25,910 Est. Cost $197.38 Unrealized +7.0%
VO VANGUARD MID-CAP ETF 0.6%
Value ($000) $5,194 Shares 19,666 Est. Cost $253.03 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $5,052 Shares 105,645 Est. Cost $49.14 Unrealized
IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 0.6%
Value ($000) $5,038 Shares 123,958 Est. Cost $40.64 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.6%
Value ($000) $4,955 Shares 85,169 Est. Cost $58.26 Unrealized
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.6%
Value ($000) $4,901 Shares 74,129 Est. Cost $52.59 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $4,896 Shares 11,615 Est. Cost $305.89 Unrealized +38.1%
BA BOEING CO COM 0.5%
Value ($000) $4,789 Shares 27,057 Est. Cost $182.56 Unrealized -14.0%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $4,765 Shares 25,022 Est. Cost $115.72 Unrealized +51.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.5%
Value ($000) $4,701 Shares 16,785 Est. Cost $227.57 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.5%
Value ($000) $4,639 Shares 28,256 Est. Cost $138.95 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.5%
Value ($000) $4,499 Shares 46,605 Est. Cost $96.08 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $4,282 Shares 8,377 Est. Cost $487.32 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.5%
Value ($000) $4,110 Shares 118,270 Est. Cost $30.43 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.5%
Value ($000) $4,082 Shares 41,451 Est. Cost $106.94 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.5%
Value ($000) $4,002 Shares 15,773 Est. Cost $205.73 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.5%
Value ($000) $3,990 Shares 107,695 Est. Cost $27.58 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.5%
Value ($000) $3,967 Shares 67,077 Est. Cost $55.23 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $3,872 Shares 19,771 Est. Cost $195.83 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $3,680 Shares 19,440 Est. Cost $135.64 Unrealized +28.4%
MELI MERCADOLIBRE INC COM 0.4%
Value ($000) $3,641 Shares 2,141 Est. Cost $1438.34 Unrealized +35.4%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $3,539 Shares 14,764 Est. Cost $137.78 Unrealized +65.5%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $3,475 Shares 6,448 Est. Cost $517.73 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.4%
Value ($000) $3,357 Shares 87,554 Est. Cost $44.19 Unrealized -8.3%
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $3,343 Shares 63,012 Est. Cost $39.41 Unrealized
NET CLOUDFLARE INC CL A COM 0.4%
Value ($000) $3,338 Shares 30,997 Est. Cost $54.85 Unrealized +78.1%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $3,329 Shares 22,986 Est. Cost $146.32 Unrealized -0.6%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.4%
Value ($000) $3,259 Shares 92,400 Est. Cost $33.86 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.4%
Value ($000) $3,204 Shares 71,402 Est. Cost $46.72 Unrealized
SITIO ROYALTIES CORP CLASS A COM 0.4%
Value ($000) $3,182 Shares 165,879 Est. Cost $22.60 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $3,159 Shares 26,156 Est. Cost $100.87 Unrealized +42.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.4%
Value ($000) $3,084 Shares 33,355 Est. Cost $92.99 Unrealized
GDX VANECK GOLD MINERS ETF 0.4%
Value ($000) $3,072 Shares 90,592 Est. Cost $32.87 Unrealized
WYNN WYNN RESORTS LTD COM 0.3%
Value ($000) $3,036 Shares 35,236 Est. Cost $93.37 Unrealized 0.0%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $2,986 Shares 83,300 Est. Cost $33.52 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.3%
Value ($000) $2,958 Shares 39,075 Est. Cost $75.71 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $2,944 Shares 5,001 Est. Cost $425.14 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $2,850 Shares 4,868 Est. Cost $212.84 Unrealized +174.7%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.3%
Value ($000) $2,674 Shares 33,036 Est. Cost $62.56 Unrealized
VFMV VANGUARD U.S. MINIMUM VOLATILITY ETF 0.3%
Value ($000) $2,654 Shares 22,020 Est. Cost $120.51 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.3%
Value ($000) $2,650 Shares 106,332 Est. Cost $10.70 Unrealized +118.6%
TESLA INC CALL 0.3%
Value ($000) $2,625 Shares 6,500 Est. Cost Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $2,469 Shares 28,823 Est. Cost $86.46 Unrealized
KVUE KENVUE INC COM 0.3%
Value ($000) $2,455 Shares 114,987 Est. Cost $19.19 Unrealized +13.0%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $2,317 Shares 46,909 Est. Cost $49.40 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $2,276 Shares 6,651 Est. Cost $303.02 Unrealized +9.7%
CCJ CAMECO CORP COM 0.3%
Value ($000) $2,269 Shares 44,148 Est. Cost $39.12 Unrealized +38.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $2,206 Shares 80,758 Est. Cost $43.31 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $2,201 Shares 55,046 Est. Cost $32.40 Unrealized +21.6%
OIH VANECK OIL SERVICES ETF 0.2%
Value ($000) $2,052 Shares 7,564 Est. Cost $271.23 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $1,985 Shares 2,864 Est. Cost $679.31 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,975 Shares 44,853 Est. Cost $43.03 Unrealized
SN SHARKNINJA INC COM SHS 0.2%
Value ($000) $1,908 Shares 19,593 Est. Cost $102.05 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $1,889 Shares 17,764 Est. Cost $44.42 Unrealized +119.0%
MSTR MICROSTRATEGY INC CL A NEW 0.2%
Value ($000) $1,849 Shares 6,383 Est. Cost $142.97 Unrealized +110.5%
FDX FEDEX CORP COM 0.2%
Value ($000) $1,840 Shares 6,541 Est. Cost $190.64 Unrealized +42.5%
HAL HALLIBURTON CO COM 0.2%
Value ($000) $1,832 Shares 67,370 Est. Cost $31.03 Unrealized -8.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $1,818 Shares 23,302 Est. Cost $76.33 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.2%
Value ($000) $1,804 Shares 15,657 Est. Cost $118.33 Unrealized +4.1%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $1,798 Shares 37,330 Est. Cost $45.27 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $1,789 Shares 21,105 Est. Cost $86.97 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $1,597 Shares 11,044 Est. Cost $147.90 Unrealized +1.1%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $1,519 Shares 41,293 Est. Cost $36.10 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $1,497 Shares 21,714 Est. Cost $66.33 Unrealized
MCK MCKESSON CORP COM 0.2%
Value ($000) $1,494 Shares 2,621 Est. Cost $356.15 Unrealized +56.5%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $1,474 Shares 33,914 Est. Cost $40.76 Unrealized
CORZ CORE SCIENTIFIC INC NEW COM 0.2%
Value ($000) $1,429 Shares 101,725 Est. Cost $10.36 Unrealized +42.6%
MBSD FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND 0.2%
Value ($000) $1,397 Shares 69,057 Est. Cost $20.41 Unrealized
MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF 0.2%
Value ($000) $1,380 Shares 27,629 Est. Cost $50.02 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,363 Shares 22,604 Est. Cost $57.90 Unrealized +23.3%
CLSK CLEANSPARK INC COM NEW 0.2%
Value ($000) $1,328 Shares 144,165 Est. Cost $13.96 Unrealized -13.2%
MRNA MODERNA INC COM 0.2%
Value ($000) $1,311 Shares 31,522 Est. Cost $149.59 Unrealized -68.0%
WMT WALMART INC COM 0.1%
Value ($000) $1,296 Shares 14,344 Est. Cost $57.03 Unrealized +50.5%
DASH DOORDASH INC CL A 0.1%
Value ($000) $1,270 Shares 7,571 Est. Cost $61.50 Unrealized +167.1%
LMND LEMONADE INC COM 0.1%
Value ($000) $1,261 Shares 34,378 Est. Cost $15.24 Unrealized +109.5%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $1,259 Shares 14,416 Est. Cost $92.01 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $1,227 Shares 20,005 Est. Cost $49.99 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,205 Shares 15,011 Est. Cost $80.13 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,202 Shares 13,349 Est. Cost $93.60 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1,188 Shares 3,758 Est. Cost $223.47 Unrealized +33.5%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.1%
Value ($000) $1,177 Shares 40,270 Est. Cost $29.24 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value ($000) $1,175 Shares 31,545 Est. Cost $15.18 Unrealized +112.7%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,169 Shares 9,715 Est. Cost $86.66 Unrealized +39.2%
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,160 Shares 2,983 Est. Cost $338.96 Unrealized +17.2%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,158 Shares 26,352 Est. Cost $31.92 Unrealized +34.2%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $1,151 Shares 12,801 Est. Cost $53.06 Unrealized +50.5%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,111 Shares 3,062 Est. Cost $255.82 Unrealized +49.2%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $1,091 Shares 28,638 Est. Cost $40.72 Unrealized +8.1%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $1,075 Shares 8,188 Est. Cost $119.24 Unrealized
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.1%
Value ($000) $1,067 Shares 34,969 Est. Cost $27.25 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $1,063 Shares 10,969 Est. Cost $99.01 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $1,050 Shares 2,076 Est. Cost $501.40 Unrealized +10.3%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $1,014 Shares 2,652 Est. Cost $265.38 Unrealized +23.0%
TMFC MOTLEY FOOL 100 INDEX ETF 0.1%
Value ($000) $1,005 Shares 16,714 Est. Cost $53.00 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.1%
Value ($000) $987 Shares 7,990 Est. Cost $76.32 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $982 Shares 26,456 Est. Cost $39.83 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.1%
Value ($000) $980 Shares 15,512 Est. Cost $63.34 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.1%
Value ($000) $968 Shares 17,675 Est. Cost $32.17 Unrealized +64.7%
NKE NIKE INC CL B 0.1%
Value ($000) $912 Shares 12,054 Est. Cost $110.51 Unrealized -30.8%
NXDR NEXTDOOR HOLDINGS INC COM CL A 0.1%
Value ($000) $905 Shares 381,750 Est. Cost $2.53 Unrealized -2.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $903 Shares 3,960 Est. Cost $227.87 Unrealized +1.0%
PCG PG&E CORP COM 0.1%
Value ($000) $889 Shares 44,061 Est. Cost $15.62 Unrealized +29.1%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.1%
Value ($000) $886 Shares 18,160 Est. Cost $46.93 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.1%
Value ($000) $879 Shares 19,962 Est. Cost $48.14 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $848 Shares 9,297 Est. Cost $90.36 Unrealized +4.0%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $837 Shares 3,457 Est. Cost $214.67 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $824 Shares 7,397 Est. Cost $89.84 Unrealized +15.2%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $823 Shares 13,647 Est. Cost $61.08 Unrealized -1.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $816 Shares 2,033 Est. Cost $270.17 Unrealized
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF 0.1%
Value ($000) $813 Shares 33,871 Est. Cost $23.96 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $803 Shares 758 Est. Cost $202.58 Unrealized 0.0%
XYZ BLOCK INC CL A 0.1%
Value ($000) $794 Shares 9,346 Est. Cost $74.68 Unrealized +9.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $791 Shares 6,202 Est. Cost $118.86 Unrealized
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $767 Shares 2,368 Est. Cost $252.97 Unrealized 0.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $767 Shares 17,065 Est. Cost $38.76 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $764 Shares 2,302 Est. Cost $237.91 Unrealized +45.9%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $761 Shares 7,119 Est. Cost $106.96 Unrealized
ROKU ROKU INC COM CL A 0.1%
Value ($000) $732 Shares 9,852 Est. Cost $58.71 Unrealized +29.1%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $732 Shares 9,885 Est. Cost $67.36 Unrealized +9.6%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $731 Shares 26,670 Est. Cost $15.77 Unrealized +57.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $727 Shares 3,927 Est. Cost $161.91 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.1%
Value ($000) $722 Shares 17,822 Est. Cost $40.49 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $709 Shares 5,282 Est. Cost $114.61 Unrealized +10.7%
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $700 Shares 3,259 Est. Cost $203.03 Unrealized 0.0%
GINKGO BIOWORKS HOLDINGS INC CALL 0.1%
Value ($000) $699 Shares 71,200 Est. Cost Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.1%
Value ($000) $679 Shares 5,934 Est. Cost $113.07 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $659 Shares 7,726 Est. Cost $74.77 Unrealized +12.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $637 Shares 17,547 Est. Cost $33.60 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $633 Shares 4,675 Est. Cost $135.37 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $626 Shares 2,771 Est. Cost $189.55 Unrealized +7.4%
PINS PINTEREST INC CL A 0.1%
Value ($000) $618 Shares 21,318 Est. Cost $25.91 Unrealized +21.3%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $609 Shares 25,304 Est. Cost $35.40 Unrealized
LONZ PIMCO SENIOR LOAN ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $604 Shares 11,824 Est. Cost $51.14 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $602 Shares 3,309 Est. Cost $154.18 Unrealized +22.5%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $601 Shares 6,750 Est. Cost $89.09 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.1%
Value ($000) $589 Shares 533 Est. Cost $216.37 Unrealized +87.6%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.1%
Value ($000) $589 Shares 14,067 Est. Cost $41.87 Unrealized
META PLATFORMS INC CALL 0.1%
Value ($000) $586 Shares 1,000 Est. Cost Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $585 Shares 11,537 Est. Cost $50.78 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.1%
Value ($000) $582 Shares 12,714 Est. Cost $60.12 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $574 Shares 11,599 Est. Cost $41.34 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $565 Shares 1,949 Est. Cost $247.58 Unrealized +22.8%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $561 Shares 10,723 Est. Cost $38.48 Unrealized +26.9%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $560 Shares 4,765 Est. Cost $118.35 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $559 Shares 610 Est. Cost $660.24 Unrealized +39.7%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $556 Shares 15,776 Est. Cost $32.95 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $554 Shares 2,632 Est. Cost $199.69 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $551 Shares 2,790 Est. Cost $159.91 Unrealized
T AT&T INC COM 0.1%
Value ($000) $544 Shares 23,900 Est. Cost $17.05 Unrealized +26.1%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $540 Shares 12,721 Est. Cost $33.80 Unrealized +16.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $534 Shares 7,583 Est. Cost $43.53 Unrealized +50.2%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $533 Shares 6,677 Est. Cost $75.88 Unrealized +10.5%
PR PERMIAN RESOURCES CORP CLASS A COM 0.1%
Value ($000) $529 Shares 36,804 Est. Cost $14.49 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $523 Shares 4,911 Est. Cost $107.70 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $521 Shares 15,911 Est. Cost $47.78 Unrealized -23.7%
SKYH SKY HARBOUR GROUP CORPORATION COM CL A 0.1%
Value ($000) $511 Shares 42,800 Est. Cost $9.97 Unrealized +17.2%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.1%
Value ($000) $503 Shares 10,095 Est. Cost $50.47 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $489 Shares 3,713 Est. Cost $127.95 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $487 Shares 11,652 Est. Cost $43.41 Unrealized
CRH CRH PLC ORD 0.1%
Value ($000) $483 Shares 5,225 Est. Cost $58.15 Unrealized +63.9%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $479 Shares 4,641 Est. Cost $63.66 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.1%
Value ($000) $478 Shares 10,204 Est. Cost $46.88 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $477 Shares 7,668 Est. Cost $65.18 Unrealized -3.2%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $476 Shares 6,770 Est. Cost $44.89 Unrealized +48.5%
PEP PEPSICO INC COM 0.1%
Value ($000) $473 Shares 3,112 Est. Cost $158.00 Unrealized -0.9%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $465 Shares 1,922 Est. Cost $194.69 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value ($000) $465 Shares 816 Est. Cost $462.77 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $462 Shares 6,446 Est. Cost $58.76 Unrealized +27.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $451 Shares 9,340 Est. Cost $46.84 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $449 Shares 1,011 Est. Cost $490.60 Unrealized +0.9%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $449 Shares 1,550 Est. Cost $255.81 Unrealized +13.4%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $445 Shares 4,491 Est. Cost $102.13 Unrealized +0.2%
WCC WESCO INTL INC COM 0.1%
Value ($000) $440 Shares 2,431 Est. Cost $145.73 Unrealized +28.3%
NFLX NETFLIX INC COM 0.1%
Value ($000) $438 Shares 491 Est. Cost $42.11 Unrealized +95.4%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $437 Shares 2,607 Est. Cost $138.76 Unrealized +19.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $435 Shares 940 Est. Cost $272.17 Unrealized +72.1%
ORCL ORACLE CORP COM 0.0%
Value ($000) $434 Shares 2,602 Est. Cost $112.99 Unrealized +55.6%
MRK MERCK & CO INC COM 0.0%
Value ($000) $418 Shares 4,198 Est. Cost $102.03 Unrealized -3.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $414 Shares 724 Est. Cost $423.71 Unrealized +28.6%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $402 Shares 2,336 Est. Cost $101.94 Unrealized +62.5%
MMM 3M CO COM 0.0%
Value ($000) $397 Shares 3,073 Est. Cost $80.54 Unrealized +59.4%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $394 Shares 511 Est. Cost $728.11 Unrealized +12.8%
ABT ABBOTT LABS COM 0.0%
Value ($000) $389 Shares 3,437 Est. Cost $110.99 Unrealized +2.1%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $387 Shares 4,742 Est. Cost $53.32 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $375 Shares 1,846 Est. Cost $180.78 Unrealized 0.0%
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $364 Shares 23,467 Est. Cost $13.84 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $364 Shares 1,035 Est. Cost $314.17 Unrealized +12.9%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $363 Shares 15,616 Est. Cost $15.20 Unrealized +50.6%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $354 Shares 9,517 Est. Cost $34.37 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $352 Shares 2,663 Est. Cost $124.45 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $346 Shares 5,526 Est. Cost $68.95 Unrealized
FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF 0.0%
Value ($000) $344 Shares 17,124 Est. Cost $19.97 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $344 Shares 3,324 Est. Cost $82.60 Unrealized +28.8%
CB CHUBB LIMITED COM 0.0%
Value ($000) $341 Shares 1,236 Est. Cost $218.11 Unrealized +29.0%
PATH UIPATH INC CL A 0.0%
Value ($000) $338 Shares 26,560 Est. Cost $15.36 Unrealized -13.9%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $335 Shares 6,682 Est. Cost $50.13 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $331 Shares 1,423 Est. Cost $232.46 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $330 Shares 2,618 Est. Cost $120.53 Unrealized +1.5%
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.0%
Value ($000) $328 Shares 12,806 Est. Cost $25.87 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $322 Shares 13,901 Est. Cost $31.58 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $320 Shares 2,085 Est. Cost $108.32 Unrealized +47.3%
BLK BLACKROCK INC COM 0.0%
Value ($000) $319 Shares 312 Est. Cost $991.05 Unrealized 0.0%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $319 Shares 2,888 Est. Cost $102.84 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $315 Shares 1,431 Est. Cost $173.11 Unrealized +25.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $314 Shares 596 Est. Cost $378.59 Unrealized +35.9%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $312 Shares 1,447 Est. Cost $215.42 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $311 Shares 2,687 Est. Cost $95.91 Unrealized +23.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $311 Shares 2,884 Est. Cost $94.26 Unrealized +15.4%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $311 Shares 2,012 Est. Cost $146.87 Unrealized -4.1%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $309 Shares 1,379 Est. Cost $224.40 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $305 Shares 8,134 Est. Cost $35.83 Unrealized +11.6%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $305 Shares 3,876 Est. Cost $78.65 Unrealized
PFF ISHARES PREF INCOME SEC ETF 0.0%
Value ($000) $304 Shares 9,676 Est. Cost $32.23 Unrealized
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW 0.0%
Value ($000) $304 Shares 30,961 Est. Cost $10.02 Unrealized -14.5%
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.0%
Value ($000) $296 Shares 9,999 Est. Cost $29.64 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $294 Shares 605 Est. Cost $432.50 Unrealized +21.9%
AMAZON COM INC CALL 0.0%
Value ($000) $294 Shares 1,000 Est. Cost Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $291 Shares 2,307 Est. Cost $83.03 Unrealized +55.0%
PFE PFIZER INC COM 0.0%
Value ($000) $289 Shares 10,912 Est. Cost $26.08 Unrealized -3.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $286 Shares 1,345 Est. Cost $218.99 Unrealized -1.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $286 Shares 3,158 Est. Cost $99.45 Unrealized 0.0%
FLGB FRANKLIN FTSE UNITED KINGDOM ETF 0.0%
Value ($000) $285 Shares 10,869 Est. Cost $26.29 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $284 Shares 3,722 Est. Cost $29.92 Unrealized +13.1%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $282 Shares 11,975 Est. Cost $30.34 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $282 Shares 1,733 Est. Cost $179.18 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $281 Shares 9,510 Est. Cost $36.01 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $281 Shares 2,232 Est. Cost $80.29 Unrealized +48.8%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $279 Shares 4,634 Est. Cost $60.26 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $272 Shares 2,014 Est. Cost $139.51 Unrealized -2.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $270 Shares 1,519 Est. Cost $164.71 Unrealized +7.7%
EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF 0.0%
Value ($000) $264 Shares 11,274 Est. Cost $23.24 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $264 Shares 7,540 Est. Cost $31.25 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $262 Shares 1,878 Est. Cost $125.19 Unrealized +18.9%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $257 Shares 4,434 Est. Cost $59.99 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $257 Shares 1,868 Est. Cost $129.48 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $256 Shares 3,020 Est. Cost $89.86 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $252 Shares 4,362 Est. Cost $50.32 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $251 Shares 732 Est. Cost $315.85 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $249 Shares 1,011 Est. Cost $238.94 Unrealized +9.5%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $248 Shares 14,525 Est. Cost $17.00 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $246 Shares 350 Est. Cost $804.87 Unrealized 0.0%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $245 Shares 23,428 Est. Cost $10.99 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $242 Shares 2,815 Est. Cost $126.32 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $238 Shares 4,463 Est. Cost $54.51 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $238 Shares 2,581 Est. Cost $80.41 Unrealized +15.8%
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.0%
Value ($000) $236 Shares 3,535 Est. Cost $66.78 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $232 Shares 4,854 Est. Cost $37.49 Unrealized +36.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $228 Shares 3,774 Est. Cost $60.35 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $228 Shares 681 Est. Cost $300.16 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $228 Shares 3,811 Est. Cost $61.17 Unrealized +4.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $222 Shares 3,744 Est. Cost $55.37 Unrealized 0.0%
ISHARES RUSSELL 2000 CALL 0.0%
Value ($000) $221 Shares 1,000 Est. Cost Unrealized
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.0%
Value ($000) $216 Shares 9,751 Est. Cost $22.17 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $215 Shares 2,145 Est. Cost $96.84 Unrealized 0.0%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value ($000) $215 Shares 511 Est. Cost $395.45 Unrealized 0.0%
USCI U.S. COMMODITY INDEX FD 0.0%
Value ($000) $214 Shares 3,239 Est. Cost $65.98 Unrealized
DMRC DIGIMARC CORP NEW COM 0.0%
Value ($000) $213 Shares 5,700 Est. Cost $34.61 Unrealized -5.6%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $210 Shares 740 Est. Cost $288.06 Unrealized 0.0%
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $210 Shares 1,137 Est. Cost $190.67 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $210 Shares 2,984 Est. Cost $73.83 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $209 Shares 4,124 Est. Cost $50.77 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $209 Shares 1,837 Est. Cost $118.54 Unrealized 0.0%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $206 Shares 1,695 Est. Cost $121.31 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $202 Shares 3,752 Est. Cost $51.16 Unrealized +5.6%
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $156 Shares 23,065 Est. Cost $8.28 Unrealized -18.8%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $98 Shares 12,490 Est. Cost $7.19 Unrealized
INFLECTION PT ACQUISITN CRP II WT EXP 083129 0.0%
Value ($000) $82 Shares 167,300 Est. Cost $0.49 Unrealized
CHECKPOINT THERAPEUTICS INC COM NEW 0.0%
Value ($000) $52 Shares 16,248 Est. Cost $2.05 Unrealized
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $51 Shares 10,000 Est. Cost $5.07 Unrealized
DERM JOURNEY MED CORP COM 0.0%
Value ($000) $43 Shares 10,900 Est. Cost $5.15 Unrealized +6.1%
FBIO FORTRESS BIOTECH INC COM NEW 0.0%
Value ($000) $43 Shares 21,000 Est. Cost $1.81 Unrealized -0.0%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $12 Shares 11,609 Est. Cost $10.47 Unrealized
LPTVQ LOOP MEDIA INC COM NEW 0.0%
Value ($000) $1 Shares 25,334 Est. Cost $0.50 Unrealized