Waterloo Capital, L.P. Diversified Active

CIK: 0001730942 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $948,910 (100.0% shares, 0.0% debt)

Holdings (363)

IVV ISHARES S&P 500 INDEX 3.5%
Value ($000) $32,915 Shares 55,914 Est. Cost $451.34 Unrealized
WMT WALMART INC COM 2.9%
Value ($000) $27,543 Shares 304,843 Est. Cost $63.23 Unrealized +35.7%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2.8%
Value ($000) $26,098 Shares 296,905 Est. Cost $68.98 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.7%
Value ($000) $25,893 Shares 147,766 Est. Cost $163.48 Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 2.6%
Value ($000) $24,623 Shares 611,906 Est. Cost $27.87 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 2.5%
Value ($000) $23,719 Shares 128,120 Est. Cost $167.75 Unrealized
QQQM INVESCO NASDAQ 100 ETF 2.4%
Value ($000) $22,994 Shares 109,260 Est. Cost $169.90 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $19,471 Shares 77,754 Est. Cost $149.42 Unrealized +56.9%
AGG ISHARES AGGREGATE BOND ETF 1.6%
Value ($000) $15,447 Shares 159,407 Est. Cost $100.11 Unrealized
DRSK APTUS DEFINED RISK ETF 1.6%
Value ($000) $15,438 Shares 562,802 Est. Cost $27.56 Unrealized
IDUB APTUS INTERNATIONAL ENHANCED YIELD 1.6%
Value ($000) $15,401 Shares 766,592 Est. Cost $19.76 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1.5%
Value ($000) $14,556 Shares 81,740 Est. Cost $150.53 Unrealized
VOO VANGUARD S&P 500 ETF 1.4%
Value ($000) $13,725 Shares 25,473 Est. Cost $380.66 Unrealized
MSFT MICROSOFT 1.4%
Value ($000) $13,370 Shares 31,721 Est. Cost $288.13 Unrealized +46.6%
OSCV OPUS SMALL CAP VALUE ETF 1.4%
Value ($000) $13,201 Shares 356,883 Est. Cost $26.47 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 1.4%
Value ($000) $13,025 Shares 301,229 Est. Cost $44.38 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.3%
Value ($000) $12,157 Shares 254,234 Est. Cost $44.95 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.3%
Value ($000) $12,088 Shares 175,341 Est. Cost $55.36 Unrealized
NVDA NVIDIA CORP 1.2%
Value ($000) $11,760 Shares 87,571 Est. Cost $100.82 Unrealized +36.7%
IEFA ISHARES CORE MSCI EAFE ETF 1.2%
Value ($000) $11,665 Shares 165,973 Est. Cost $74.41 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 1.2%
Value ($000) $11,386 Shares 113,953 Est. Cost $100.15 Unrealized
AVGO BROADCOM INC COM 1.1%
Value ($000) $10,774 Shares 46,470 Est. Cost $148.65 Unrealized +23.0%
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.1%
Value ($000) $10,577 Shares 226,422 Est. Cost $29.16 Unrealized
DUBS APTUS LARGE CAP ENHANCED YIELD ETF 1.1%
Value ($000) $10,446 Shares 323,456 Est. Cost $25.18 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.1%
Value ($000) $10,131 Shares 17,286 Est. Cost $471.71 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.1%
Value ($000) $9,980 Shares 200,634 Est. Cost $49.80 Unrealized
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 1.0%
Value ($000) $9,600 Shares 409,043 Est. Cost $23.70 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 1.0%
Value ($000) $9,163 Shares 215,053 Est. Cost $42.49 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.0%
Value ($000) $9,069 Shares 117,369 Est. Cost $76.58 Unrealized
AMZN AMAZON.COM INC 0.9%
Value ($000) $8,967 Shares 40,873 Est. Cost $142.53 Unrealized +43.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $8,307 Shares 159,080 Est. Cost $53.16 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.9%
Value ($000) $8,231 Shares 93,108 Est. Cost $82.11 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.8%
Value ($000) $8,008 Shares 82,717 Est. Cost $75.18 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.8%
Value ($000) $7,903 Shares 283,482 Est. Cost $28.71 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.8%
Value ($000) $7,798 Shares 111,397 Est. Cost $69.74 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.8%
Value ($000) $7,541 Shares 149,980 Est. Cost $49.99 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.8%
Value ($000) $7,517 Shares 150,453 Est. Cost $49.96 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.8%
Value ($000) $7,281 Shares 288,376 Est. Cost $25.20 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.8%
Value ($000) $7,167 Shares 67,269 Est. Cost $107.35 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.7%
Value ($000) $6,974 Shares 144,299 Est. Cost $44.53 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $6,338 Shares 143,905 Est. Cost $40.29 Unrealized
BX BLACKSTONE GROUP LP 0.6%
Value ($000) $5,641 Shares 32,714 Est. Cost $93.13 Unrealized +81.2%
FLOT ISHARES FLOATING RATE BOND ETF 0.6%
Value ($000) $5,492 Shares 107,930 Est. Cost $50.94 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.6%
Value ($000) $5,459 Shares 94,894 Est. Cost $57.12 Unrealized
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.5%
Value ($000) $5,160 Shares 56,433 Est. Cost $91.55 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.5%
Value ($000) $4,990 Shares 95,923 Est. Cost $52.02 Unrealized
QQQ POWERSHARES QQQ TR 0.5%
Value ($000) $4,899 Shares 9,583 Est. Cost $365.30 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $4,836 Shares 8,259 Est. Cost $383.81 Unrealized +52.4%
JCPB JPMORGAN CORE PLUS BOND ETF 0.5%
Value ($000) $4,803 Shares 104,262 Est. Cost $46.07 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $4,571 Shares 24,001 Est. Cost $138.55 Unrealized +26.8%
JUCY APTUS ENHANCED YIELD ETF 0.5%
Value ($000) $4,567 Shares 200,591 Est. Cost $24.70 Unrealized
TSLA TESLA MOTORS INC 0.5%
Value ($000) $4,436 Shares 10,984 Est. Cost $217.05 Unrealized +48.2%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $4,397 Shares 36,533 Est. Cost $90.39 Unrealized +33.4%
EWJ ISHARES MSCI JAPAN ETF 0.4%
Value ($000) $4,267 Shares 63,596 Est. Cost $71.54 Unrealized
SCHX Schwab US Large Cap ETF 0.4%
Value ($000) $4,079 Shares 175,964 Est. Cost $33.01 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $4,062 Shares 77,677 Est. Cost $37.17 Unrealized +31.3%
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $4,010 Shares 184,628 Est. Cost $14.50 Unrealized +21.2%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.4%
Value ($000) $4,000 Shares 113,432 Est. Cost $27.76 Unrealized
V VISA INC 0.4%
Value ($000) $3,995 Shares 12,642 Est. Cost $235.08 Unrealized +26.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value ($000) $3,993 Shares 45,467 Est. Cost $79.13 Unrealized
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $3,935 Shares 56,028 Est. Cost $42.72 Unrealized +56.0%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $3,882 Shares 16,193 Est. Cost $126.67 Unrealized +80.0%
SBRA SABRA HEALTH CARE REIT INC COM 0.4%
Value ($000) $3,823 Shares 220,717 Est. Cost $14.48 Unrealized
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $3,787 Shares 21,989 Est. Cost $114.24 Unrealized +45.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $3,786 Shares 13,064 Est. Cost $227.84 Unrealized
OKE ONEOK INC NEW COM 0.4%
Value ($000) $3,771 Shares 37,556 Est. Cost $64.98 Unrealized +49.0%
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $3,765 Shares 7,443 Est. Cost $419.49 Unrealized +31.8%
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $3,726 Shares 98,438 Est. Cost $31.12 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $3,715 Shares 19,627 Est. Cost $120.08 Unrealized +45.0%
PEP PEPSICO INC COM 0.4%
Value ($000) $3,695 Shares 24,303 Est. Cost $144.91 Unrealized +8.0%
RITM RITHM CAPITAL CORP COM NEW 0.4%
Value ($000) $3,695 Shares 341,218 Est. Cost $10.77 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.4%
Value ($000) $3,630 Shares 112,356 Est. Cost $23.37 Unrealized +17.5%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $3,565 Shares 63,236 Est. Cost $55.49 Unrealized
TMUS T-MOBILE US INC COM 0.4%
Value ($000) $3,510 Shares 15,903 Est. Cost $164.06 Unrealized +36.2%
NFLX NETFLIX COM INC 0.4%
Value ($000) $3,446 Shares 3,866 Est. Cost $57.42 Unrealized +43.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $3,269 Shares 7,211 Est. Cost $390.28 Unrealized +18.3%
LNC LINCOLN NATL CORP IND COM 0.3%
Value ($000) $3,256 Shares 102,679 Est. Cost $23.17 Unrealized +34.9%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $3,215 Shares 117,348 Est. Cost $15.47 Unrealized +60.8%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $3,198 Shares 75,646 Est. Cost $27.57 Unrealized +55.7%
DLR DIGITAL REALTY TRUST INC 0.3%
Value ($000) $3,191 Shares 17,997 Est. Cost $147.07 Unrealized +16.4%
URI UNITED RENTALS INC 0.3%
Value ($000) $3,127 Shares 4,439 Est. Cost $468.69 Unrealized +71.7%
STX SEAGATE TECHNOLOGY 0.3%
Value ($000) $3,056 Shares 35,409 Est. Cost $75.14 Unrealized +30.6%
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $3,034 Shares 138,599 Est. Cost $16.30 Unrealized +18.9%
CWEN/A CLEARWAY ENERGY INC CL A 0.3%
Value ($000) $2,988 Shares 122,221 Est. Cost $19.96 Unrealized +20.8%
HTGC HERCULES CAPITAL INC COM 0.3%
Value ($000) $2,873 Shares 143,000 Est. Cost $16.62 Unrealized +17.4%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $2,821 Shares 148,865 Est. Cost $20.59 Unrealized
SO SOUTHERN CO COM 0.3%
Value ($000) $2,752 Shares 33,435 Est. Cost $73.59 Unrealized +14.8%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,732 Shares 15,375 Est. Cost $148.24 Unrealized +19.7%
TNL TRAVEL PLUS LEISURE CO COM 0.3%
Value ($000) $2,732 Shares 54,145 Est. Cost $34.32 Unrealized +41.0%
VNO VORNADO REALTY TRUST 0.3%
Value ($000) $2,683 Shares 63,811 Est. Cost $28.55 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $2,676 Shares 20,732 Est. Cost $102.27 Unrealized +25.5%
DGX QUEST DIAGNOSTICS INC COM 0.3%
Value ($000) $2,617 Shares 17,348 Est. Cost $141.56 Unrealized +7.8%
ISRG INTUITIVE SURGICAL, INC. 0.3%
Value ($000) $2,539 Shares 4,865 Est. Cost $376.72 Unrealized +38.3%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $2,517 Shares 15,016 Est. Cost $144.40 Unrealized +14.8%
NOW SERVICENOW INC COM 0.3%
Value ($000) $2,496 Shares 2,354 Est. Cost $139.40 Unrealized +45.3%
KO COCA COLA CO COM 0.3%
Value ($000) $2,454 Shares 39,415 Est. Cost $63.33 Unrealized -0.4%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.3%
Value ($000) $2,387 Shares 25,817 Est. Cost $92.74 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $2,328 Shares 16,098 Est. Cost $148.77 Unrealized +0.5%
HD HOME DEPOT 0.2%
Value ($000) $2,271 Shares 5,839 Est. Cost $297.71 Unrealized +33.4%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $2,264 Shares 16,259 Est. Cost $126.27 Unrealized +9.8%
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $2,234 Shares 9,323 Est. Cost $129.53 Unrealized +79.1%
LADR LADDER CAP CORP CL A 0.2%
Value ($000) $2,216 Shares 197,993 Est. Cost $11.35 Unrealized
KELLANOVA COM 0.2%
Value ($000) $2,209 Shares 27,279 Est. Cost $58.28 Unrealized +34.1%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,185 Shares 20,315 Est. Cost $100.98 Unrealized +11.3%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,152 Shares 9,256 Est. Cost $145.82 Unrealized
INDA ISHARES MSCI INDIA ETF 0.2%
Value ($000) $2,055 Shares 39,039 Est. Cost $49.02 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.2%
Value ($000) $2,032 Shares 134,645 Est. Cost $11.49 Unrealized +23.6%
BKAG BNY MELLON CORE BOND ETF 0.2%
Value ($000) $1,985 Shares 48,168 Est. Cost $40.58 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,970 Shares 11,821 Est. Cost $117.91 Unrealized +49.1%
HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.2%
Value ($000) $1,956 Shares 75,063 Est. Cost $24.87 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING COM 0.2%
Value ($000) $1,950 Shares 91,526 Est. Cost $20.77 Unrealized -0.1%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.2%
Value ($000) $1,947 Shares 38,072 Est. Cost $48.13 Unrealized
DOC HEALTHPEAK PPTY INC. 0.2%
Value ($000) $1,935 Shares 95,479 Est. Cost $19.78 Unrealized +1.9%
HST HOST MARRIOTT CORP NEW REIT 0.2%
Value ($000) $1,872 Shares 106,842 Est. Cost $16.66 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,853 Shares 3,720 Est. Cost $438.17 Unrealized +14.8%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $1,837 Shares 8,123 Est. Cost $117.47 Unrealized +87.2%
LTC LTC PPTYS INC COM 0.2%
Value ($000) $1,829 Shares 52,949 Est. Cost $32.44 Unrealized
GBDC GOLUB CAP BDC INC COM 0.2%
Value ($000) $1,825 Shares 120,392 Est. Cost $12.16 Unrealized +10.3%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $1,809 Shares 2,343 Est. Cost $666.10 Unrealized +23.3%
PWR QUANTA SERVICES INC 0.2%
Value ($000) $1,805 Shares 5,711 Est. Cost $260.86 Unrealized +23.1%
CPRT COPART INC 0.2%
Value ($000) $1,793 Shares 31,236 Est. Cost $36.66 Unrealized +55.4%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,786 Shares 1,949 Est. Cost $674.29 Unrealized +36.8%
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $1,775 Shares 30,898 Est. Cost $48.19 Unrealized +20.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $1,729 Shares 30,571 Est. Cost $51.42 Unrealized +2.2%
WINN HARBOR LONG-TERM GROWERS ETF 0.2%
Value ($000) $1,708 Shares 62,773 Est. Cost $26.16 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $1,699 Shares 38,661 Est. Cost $36.32 Unrealized +17.9%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,681 Shares 13,916 Est. Cost $90.85 Unrealized +29.6%
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $1,657 Shares 36,358 Est. Cost $44.12 Unrealized
BLK BLACKROCK INC 0.2%
Value ($000) $1,651 Shares 1,610 Est. Cost $847.17 Unrealized +17.0%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,617 Shares 22,555 Est. Cost $63.29 Unrealized +18.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $1,605 Shares 21,219 Est. Cost $24.26 Unrealized +140.1%
ROP ROPER INDUSTRIES INC 0.2%
Value ($000) $1,593 Shares 3,063 Est. Cost $391.66 Unrealized +39.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.2%
Value ($000) $1,592 Shares 11,921 Est. Cost $114.36 Unrealized
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $1,588 Shares 32,080 Est. Cost $49.70 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.2%
Value ($000) $1,588 Shares 36,383 Est. Cost $39.76 Unrealized
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $1,585 Shares 11,029 Est. Cost $116.20 Unrealized +22.2%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.2%
Value ($000) $1,580 Shares 171,550 Est. Cost $9.97 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $1,570 Shares 8,629 Est. Cost $164.26 Unrealized +15.0%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $1,567 Shares 9,566 Est. Cost $145.68 Unrealized +17.3%
CHE CHEMED CORP NEW COM 0.2%
Value ($000) $1,471 Shares 2,776 Est. Cost $503.30 Unrealized +11.4%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.2%
Value ($000) $1,469 Shares 24,591 Est. Cost $52.66 Unrealized
SLG SL GREEN RLTY CORP COM 0.2%
Value ($000) $1,433 Shares 21,105 Est. Cost $69.44 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,419 Shares 35,489 Est. Cost $36.90 Unrealized +6.8%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $1,412 Shares 7,698 Est. Cost $200.14 Unrealized -0.9%
UGI UGI CORP NEW COM 0.1%
Value ($000) $1,405 Shares 49,787 Est. Cost $25.95 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,369 Shares 11,049 Est. Cost $96.13 Unrealized +23.8%
CRM SALESFORCE COM 0.1%
Value ($000) $1,328 Shares 3,971 Est. Cost $278.73 Unrealized +13.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $1,297 Shares 3,358 Est. Cost $256.22 Unrealized +51.2%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value ($000) $1,289 Shares 48,879 Est. Cost $19.66 Unrealized +30.3%
T AT&T INC COM 0.1%
Value ($000) $1,254 Shares 55,085 Est. Cost $17.89 Unrealized +20.2%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,228 Shares 3,700 Est. Cost $286.63 Unrealized +21.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,220 Shares 53,105 Est. Cost $22.99 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.1%
Value ($000) $1,184 Shares 18,056 Est. Cost $147.18 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value ($000) $1,178 Shares 42,261 Est. Cost $40.90 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $1,172 Shares 10,171 Est. Cost $108.22 Unrealized
PKG PACKAGING CORP OF AMERICA 0.1%
Value ($000) $1,158 Shares 5,144 Est. Cost $192.62 Unrealized +16.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $1,100 Shares 13,419 Est. Cost $81.98 Unrealized
CASY CASEYS GEN STORES INC COM 0.1%
Value ($000) $1,070 Shares 2,700 Est. Cost $284.26 Unrealized +40.9%
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value ($000) $1,069 Shares 6,262 Est. Cost $178.56 Unrealized -1.1%
MA MASTERCARD INC 0.1%
Value ($000) $1,021 Shares 1,939 Est. Cost $420.96 Unrealized +22.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $996 Shares 6,874 Est. Cost $129.59 Unrealized +12.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $986 Shares 1,896 Est. Cost $509.64 Unrealized +7.4%
MUSA MURPHY USA INC COM 0.1%
Value ($000) $986 Shares 1,965 Est. Cost $464.73 Unrealized +9.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $964 Shares 4,586 Est. Cost $191.54 Unrealized +22.5%
LEN LENNAR CORP CL A 0.1%
Value ($000) $963 Shares 7,061 Est. Cost $128.69 Unrealized +24.1%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.1%
Value ($000) $945 Shares 41,641 Est. Cost $34.98 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $939 Shares 2,288 Est. Cost $385.74 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $938 Shares 7,180 Est. Cost $111.38 Unrealized +25.7%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $936 Shares 4,260 Est. Cost $178.58 Unrealized +21.1%
WELL WELLTOWER INC COM 0.1%
Value ($000) $928 Shares 7,361 Est. Cost $113.83 Unrealized +13.1%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $920 Shares 6,603 Est. Cost $105.39 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $919 Shares 16,985 Est. Cost $33.20 Unrealized +55.8%
AOR ISHARES CORE GROWTH ALLOCATION ETF 0.1%
Value ($000) $914 Shares 15,946 Est. Cost $55.35 Unrealized
GLD SPDR GOLD ETF 0.1%
Value ($000) $886 Shares 3,660 Est. Cost $242.13 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $875 Shares 176 Est. Cost $3274.65 Unrealized +45.5%
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $874 Shares 36,854 Est. Cost $18.78 Unrealized +33.0%
IQSU NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $866 Shares 17,885 Est. Cost $41.99 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $862 Shares 3,754 Est. Cost $216.68 Unrealized +12.6%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.1%
Value ($000) $861 Shares 15,175 Est. Cost $34.32 Unrealized +57.5%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.1%
Value ($000) $821 Shares 5,302 Est. Cost $146.14 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $807 Shares 10,537 Est. Cost $67.97 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $779 Shares 3,241 Est. Cost $195.89 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $761 Shares 1,565 Est. Cost $435.78 Unrealized +21.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $754 Shares 14,577 Est. Cost $51.47 Unrealized
OUTFRONT MEDIA INC COM 0.1%
Value ($000) $742 Shares 41,802 Est. Cost $13.96 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $737 Shares 34,973 Est. Cost $21.06 Unrealized
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $732 Shares 9,058 Est. Cost $77.51 Unrealized +8.3%
PAPR Innovator US Equity Power Buffer - April 0.1%
Value ($000) $725 Shares 19,747 Est. Cost $31.07 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $705 Shares 11,916 Est. Cost $49.38 Unrealized +12.1%
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $703 Shares 6,907 Est. Cost $77.31 Unrealized +37.1%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.1%
Value ($000) $702 Shares 25,376 Est. Cost $29.14 Unrealized 0.0%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $701 Shares 11,256 Est. Cost $92.70 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $681 Shares 1 Est. Cost $593888.44 Unrealized +16.6%
LOW LOWES COS INC COM 0.1%
Value ($000) $674 Shares 2,730 Est. Cost $214.17 Unrealized +22.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $663 Shares 4,819 Est. Cost $110.08 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $662 Shares 7,148 Est. Cost $85.21 Unrealized
JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 0.1%
Value ($000) $660 Shares 25,521 Est. Cost $25.43 Unrealized
ADBE ADOBE SYS INC 0.1%
Value ($000) $656 Shares 1,476 Est. Cost $424.45 Unrealized +16.7%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $653 Shares 1,768 Est. Cost $236.29 Unrealized +66.5%
GRMN GARMIN LTD 0.1%
Value ($000) $648 Shares 3,141 Est. Cost $171.49 Unrealized +12.2%
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $645 Shares 11,068 Est. Cost $104.03 Unrealized
COR CENCORA INC COM 0.1%
Value ($000) $641 Shares 2,854 Est. Cost $233.11 Unrealized 0.0%
EPR EPR PPTYS COM SH BEN INT 0.1%
Value ($000) $631 Shares 14,251 Est. Cost $41.98 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $619 Shares 5,476 Est. Cost $96.38 Unrealized +17.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $616 Shares 1,533 Est. Cost $211.75 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.1%
Value ($000) $615 Shares 9,589 Est. Cost $51.25 Unrealized +35.8%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $615 Shares 5,769 Est. Cost $110.66 Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.1%
Value ($000) $610 Shares 9,837 Est. Cost $61.38 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $600 Shares 2,656 Est. Cost $174.35 Unrealized +16.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $596 Shares 2,037 Est. Cost $244.44 Unrealized +17.8%
GEN SYMANTEC CORP 0.1%
Value ($000) $584 Shares 21,332 Est. Cost $25.12 Unrealized +12.2%
PDEC Innovator US Equity Power Buffer - Dec 0.1%
Value ($000) $582 Shares 15,160 Est. Cost $32.66 Unrealized
FISV FISERV INC 0.1%
Value ($000) $576 Shares 2,804 Est. Cost $132.59 Unrealized +54.0%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $570 Shares 1,620 Est. Cost $313.37 Unrealized +13.2%
KR KROGER CO COM 0.1%
Value ($000) $566 Shares 9,256 Est. Cost $52.62 Unrealized +9.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $565 Shares 1,904 Est. Cost $245.13 Unrealized +15.7%
DE DEERE & CO COM 0.1%
Value ($000) $560 Shares 1,321 Est. Cost $370.94 Unrealized +11.6%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.1%
Value ($000) $558 Shares 28,489 Est. Cost $11.75 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $548 Shares 7,172 Est. Cost $72.12 Unrealized +2.5%
BK OF AMERICA CORP 7.25CNV PFD L 0.1%
Value ($000) $545 Shares 447 Est. Cost $1205.28 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $541 Shares 2,413 Est. Cost $148.31 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $539 Shares 3,317 Est. Cost $132.48 Unrealized +18.8%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $531 Shares 4,634 Est. Cost $114.03 Unrealized -3.2%
INTU INTUIT INC 0.1%
Value ($000) $529 Shares 842 Est. Cost $446.37 Unrealized +42.2%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $514 Shares 2,741 Est. Cost $154.91 Unrealized +24.7%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $511 Shares 1,936 Est. Cost $213.12 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $499 Shares 3,211 Est. Cost $66.98 Unrealized +121.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $496 Shares 1,451 Est. Cost $245.08 Unrealized +35.7%
DOW DOW INC COM 0.1%
Value ($000) $496 Shares 12,367 Est. Cost $45.65 Unrealized -5.9%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $485 Shares 2,345 Est. Cost $134.71 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $485 Shares 6,062 Est. Cost $79.44 Unrealized
SCHH SCH US REIT ETF 0.1%
Value ($000) $485 Shares 23,020 Est. Cost $20.71 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $482 Shares 11,120 Est. Cost $30.82 Unrealized +37.3%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $481 Shares 14,440 Est. Cost $28.84 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $478 Shares 1,651 Est. Cost $266.70 Unrealized +8.8%
INTUITIVE MACHINES INC WT EXP 0.0%
Value ($000) $471 Shares 59,606 Est. Cost $2.51 Unrealized
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.0%
Value ($000) $470 Shares 10,077 Est. Cost $32.96 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $468 Shares 26,909 Est. Cost $20.13 Unrealized
PNOV Innovator US Equity Power Buffer - Nov 0.0%
Value ($000) $465 Shares 12,265 Est. Cost $37.87 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $459 Shares 1,275 Est. Cost $330.48 Unrealized +10.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $456 Shares 4,228 Est. Cost $106.00 Unrealized +2.6%
BA BOEING CO COM 0.0%
Value ($000) $455 Shares 2,569 Est. Cost $156.93 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $450 Shares 1,325 Est. Cost $309.14 Unrealized +19.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $449 Shares 3,716 Est. Cost $134.39 Unrealized +7.1%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $449 Shares 3,660 Est. Cost $74.34 Unrealized +73.7%
CTAS CINTAS CORP 0.0%
Value ($000) $447 Shares 2,446 Est. Cost $178.02 Unrealized +17.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $446 Shares 8,857 Est. Cost $50.15 Unrealized
AX BOFI HLDG INC 0.0%
Value ($000) $444 Shares 6,360 Est. Cost $43.14 Unrealized +69.2%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $442 Shares 17,090 Est. Cost $35.24 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $438 Shares 3,041 Est. Cost $38.87 Unrealized +275.2%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $438 Shares 6,869 Est. Cost $65.49 Unrealized -2.2%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $431 Shares 13,752 Est. Cost $17.80 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $430 Shares 5,996 Est. Cost $61.06 Unrealized +14.3%
ECL ECOLAB INC COM 0.0%
Value ($000) $430 Shares 1,833 Est. Cost $227.14 Unrealized +8.1%
VLU SPDR S&P 1500 VALUE TILT ETF 0.0%
Value ($000) $417 Shares 2,268 Est. Cost $184.42 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $411 Shares 982 Est. Cost $398.57 Unrealized +12.6%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value ($000) $407 Shares 27,719 Est. Cost $15.86 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $407 Shares 13,915 Est. Cost $24.06 Unrealized
AOK ISHARES CORE CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $404 Shares 10,821 Est. Cost $37.23 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $403 Shares 15,450 Est. Cost $32.23 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $398 Shares 626 Est. Cost $560.34 Unrealized +16.9%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $397 Shares 8,843 Est. Cost $66.72 Unrealized -19.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $395 Shares 2,997 Est. Cost $107.23 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $389 Shares 2,571 Est. Cost $130.55 Unrealized +11.2%
PFE PFIZER INC COM 0.0%
Value ($000) $388 Shares 14,637 Est. Cost $25.97 Unrealized -3.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $387 Shares 3,891 Est. Cost $91.33 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $387 Shares 5,072 Est. Cost $67.32 Unrealized +13.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $384 Shares 4,501 Est. Cost $83.88 Unrealized 0.0%
POCT Innovator US Equity Power Buffer - Oct 0.0%
Value ($000) $382 Shares 9,657 Est. Cost $39.57 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $375 Shares 1,139 Est. Cost $311.89 Unrealized 0.0%
TEL TE CONNECTIVITY LTD 0.0%
Value ($000) $370 Shares 2,586 Est. Cost $146.90 Unrealized -0.1%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $368 Shares 9,347 Est. Cost $39.02 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $368 Shares 2,668 Est. Cost $84.10 Unrealized +63.9%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $364 Shares 1,381 Est. Cost $285.02 Unrealized -1.1%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $364 Shares 3,667 Est. Cost $102.60 Unrealized -0.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $362 Shares 3,385 Est. Cost $112.98 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $359 Shares 1,417 Est. Cost $257.33 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $352 Shares 742 Est. Cost $461.48 Unrealized +9.7%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $352 Shares 1,212 Est. Cost $236.65 Unrealized +28.5%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $349 Shares 3,138 Est. Cost $90.49 Unrealized +14.4%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $346 Shares 24,041 Est. Cost $11.76 Unrealized +23.3%
RY ROYAL BK CDA COM 0.0%
Value ($000) $345 Shares 2,861 Est. Cost $91.87 Unrealized +34.4%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $330 Shares 156 Est. Cost $1661.99 Unrealized +25.5%
PLD PROLOGIS SHARE BENEFICIAL INT 0.0%
Value ($000) $328 Shares 3,102 Est. Cost $113.42 Unrealized -2.9%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $327 Shares 1,932 Est. Cost $156.42 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $327 Shares 5,779 Est. Cost $56.52 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $317 Shares 2,741 Est. Cost $111.08 Unrealized +6.5%
STE STERIS PLC SHS USD 0.0%
Value ($000) $316 Shares 1,540 Est. Cost $213.72 Unrealized +1.7%
BJAN Innovator US Equity Buffer - January 0.0%
Value ($000) $315 Shares 6,575 Est. Cost $41.36 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $314 Shares 3,154 Est. Cost $97.00 Unrealized +1.7%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $309 Shares 2,013 Est. Cost $118.34 Unrealized +34.8%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $307 Shares 21,000 Est. Cost $15.96 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $300 Shares 2,556 Est. Cost $106.47 Unrealized
PSEP Innovator US Equity Power Buffer - Sept 0.0%
Value ($000) $296 Shares 7,565 Est. Cost $38.53 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $292 Shares 5,257 Est. Cost $59.20 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $291 Shares 6,018 Est. Cost $42.50 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $288 Shares 13,499 Est. Cost $21.68 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $288 Shares 8,957 Est. Cost $33.64 Unrealized -3.2%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $287 Shares 2,596 Est. Cost $102.84 Unrealized 0.0%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $287 Shares 10,962 Est. Cost $28.41 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $284 Shares 2,612 Est. Cost $87.96 Unrealized +46.2%
JUST GOLDMAN SACHS JUST US LARGE CAP EQ ETF 0.0%
Value ($000) $279 Shares 3,352 Est. Cost $63.17 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $278 Shares 11,120 Est. Cost $26.16 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $274 Shares 1,102 Est. Cost $248.45 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $272 Shares 2,982 Est. Cost $90.35 Unrealized +4.0%
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $270 Shares 5,054 Est. Cost $53.43 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $270 Shares 4,513 Est. Cost $68.90 Unrealized -7.7%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $269 Shares 703 Est. Cost $326.48 Unrealized 0.0%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $269 Shares 7,237 Est. Cost $37.56 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $265 Shares 5,454 Est. Cost $47.29 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $263 Shares 3,895 Est. Cost $55.96 Unrealized +17.3%
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $262 Shares 4,335 Est. Cost $58.33 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $261 Shares 2,925 Est. Cost $78.83 Unrealized +11.7%
AFL AFLAC INC COM 0.0%
Value ($000) $259 Shares 2,502 Est. Cost $84.06 Unrealized +26.6%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $258 Shares 3,014 Est. Cost $85.66 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $255 Shares 2,845 Est. Cost $47.20 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $254 Shares 11,197 Est. Cost $22.70 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $253 Shares 2,677 Est. Cost $88.94 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $252 Shares 14,246 Est. Cost $16.86 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $247 Shares 3,431 Est. Cost $73.87 Unrealized
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $247 Shares 19,398 Est. Cost $7.03 Unrealized
EXPE EXPEDIA INC DEL COM 0.0%
Value ($000) $243 Shares 1,302 Est. Cost $170.93 Unrealized 0.0%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value ($000) $240 Shares 13,495 Est. Cost $28.48 Unrealized -29.9%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $239 Shares 4,369 Est. Cost $52.97 Unrealized 0.0%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $239 Shares 14,615 Est. Cost $16.39 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $239 Shares 418 Est. Cost $544.86 Unrealized 0.0%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $239 Shares 4,079 Est. Cost $53.30 Unrealized 0.0%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $231 Shares 1,822 Est. Cost $104.46 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $230 Shares 9,248 Est. Cost $23.40 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $229 Shares 632 Est. Cost $381.74 Unrealized 0.0%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $228 Shares 11,900 Est. Cost $19.39 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $228 Shares 1,364 Est. Cost $109.56 Unrealized +61.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $227 Shares 8,318 Est. Cost $44.21 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $226 Shares 12,625 Est. Cost $20.63 Unrealized 0.0%
A AGILENT TECH INC 0.0%
Value ($000) $225 Shares 1,675 Est. Cost $122.90 Unrealized +10.6%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $225 Shares 9,350 Est. Cost $39.13 Unrealized
BDEC Innovator US Equity Buffer - December 0.0%
Value ($000) $224 Shares 5,203 Est. Cost $43.11 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $223 Shares 3,163 Est. Cost $65.38 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $217 Shares 2,864 Est. Cost $80.78 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $216 Shares 635 Est. Cost $357.05 Unrealized +0.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $215 Shares 1,268 Est. Cost $145.07 Unrealized +19.2%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $213 Shares 11,505 Est. Cost $27.78 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $212 Shares 4,756 Est. Cost $43.52 Unrealized 0.0%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value ($000) $211 Shares 10,251 Est. Cost $22.56 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $211 Shares 2,856 Est. Cost $60.47 Unrealized +22.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $210 Shares 4,198 Est. Cost $50.12 Unrealized
KKR KKR & CO LP 0.0%
Value ($000) $210 Shares 1,419 Est. Cost $145.82 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $209 Shares 1,037 Est. Cost $192.62 Unrealized +9.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $209 Shares 2,659 Est. Cost $65.50 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $207 Shares 975 Est. Cost $206.69 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $204 Shares 886 Est. Cost $141.32 Unrealized +54.4%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $204 Shares 470 Est. Cost $387.42 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.0%
Value ($000) $203 Shares 1,028 Est. Cost $197.41 Unrealized
PJUL Innovator US Equity Power Buffer - July 0.0%
Value ($000) $202 Shares 4,904 Est. Cost $41.17 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $173 Shares 11,246 Est. Cost $12.99 Unrealized 0.0%
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 0.0%
Value ($000) $135 Shares 16,797 Est. Cost $7.58 Unrealized
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $129 Shares 76,500 Est. Cost $1.82 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $121 Shares 12,263 Est. Cost $9.73 Unrealized +1.5%
DIREXION DAILY S&P 500 BEAR 3X SHARES 0.0%
Value ($000) $116 Shares 18,500 Est. Cost $6.60 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $49 Shares 12,910 Est. Cost $3.68 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $36 Shares 20,000 Est. Cost $3.97 Unrealized -48.5%
CURI CURIOSITYSTREAM INC COM CL A 0.0%
Value ($000) $23 Shares 14,900 Est. Cost $0.77 Unrealized +130.8%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $12 Shares 15,000 Est. Cost $1.14 Unrealized -21.5%