Waterloo Capital, L.P. Diversified Active

CIK: 0001730942 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 12, 2025

Total Value ($000): $1,075,567 (100.0% shares, 0.0% debt)

Holdings (390)

IVV ISHARES S&P 500 INDEX 3.3%
Value ($000) $35,633 Shares 63,415 Est. Cost $464.42 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.9%
Value ($000) $31,037 Shares 179,164 Est. Cost $165.19 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 2.8%
Value ($000) $30,572 Shares 305,175 Est. Cost $100.17 Unrealized
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 2.8%
Value ($000) $29,815 Shares 770,605 Est. Cost $30.10 Unrealized
WMT WALMART INC COM 2.5%
Value ($000) $27,232 Shares 310,186 Est. Cost $63.74 Unrealized +45.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 2.5%
Value ($000) $27,028 Shares 143,645 Est. Cost $169.96 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2.4%
Value ($000) $25,406 Shares 316,116 Est. Cost $69.67 Unrealized
QQQM INVESCO NASDAQ 100 ETF 2.2%
Value ($000) $24,033 Shares 124,509 Est. Cost $172.73 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $23,948 Shares 107,810 Est. Cost $172.10 Unrealized +34.1%
IDUB APTUS INTERNATIONAL ENHANCED YIELD 1.7%
Value ($000) $17,926 Shares 859,239 Est. Cost $19.88 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 1.6%
Value ($000) $17,540 Shares 231,859 Est. Cost $74.76 Unrealized
DRSK APTUS DEFINED RISK ETF 1.6%
Value ($000) $17,270 Shares 633,306 Est. Cost $27.52 Unrealized
AGG ISHARES AGGREGATE BOND ETF 1.6%
Value ($000) $16,861 Shares 170,452 Est. Cost $100.03 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $14,622 Shares 287,663 Est. Cost $45.63 Unrealized
MSFT MICROSOFT 1.3%
Value ($000) $14,005 Shares 37,307 Est. Cost $305.64 Unrealized +32.5%
OSCV OPUS SMALL CAP VALUE ETF 1.3%
Value ($000) $13,908 Shares 399,070 Est. Cost $27.35 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.3%
Value ($000) $13,847 Shares 256,570 Est. Cost $53.47 Unrealized
NVDA NVIDIA CORP 1.2%
Value ($000) $13,041 Shares 120,325 Est. Cost $107.87 Unrealized +17.5%
VOO VANGUARD S&P 500 ETF 1.1%
Value ($000) $12,363 Shares 24,056 Est. Cost $380.66 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1.1%
Value ($000) $11,969 Shares 70,038 Est. Cost $150.53 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.1%
Value ($000) $11,900 Shares 236,673 Est. Cost $49.87 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.0%
Value ($000) $10,943 Shares 166,408 Est. Cost $55.36 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.0%
Value ($000) $10,757 Shares 242,254 Est. Cost $30.15 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.0%
Value ($000) $10,535 Shares 211,507 Est. Cost $46.21 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 1.0%
Value ($000) $10,314 Shares 233,033 Est. Cost $44.38 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.0%
Value ($000) $10,269 Shares 131,185 Est. Cost $76.76 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.9%
Value ($000) $9,870 Shares 93,606 Est. Cost $106.81 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.9%
Value ($000) $9,829 Shares 343,914 Est. Cost $28.69 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.9%
Value ($000) $9,794 Shares 230,331 Est. Cost $42.49 Unrealized
AMZN AMAZON.COM INC 0.9%
Value ($000) $9,254 Shares 48,637 Est. Cost $154.42 Unrealized +40.5%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.8%
Value ($000) $9,068 Shares 387,172 Est. Cost $23.70 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.8%
Value ($000) $8,787 Shares 186,804 Est. Cost $46.50 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.8%
Value ($000) $8,203 Shares 96,429 Est. Cost $82.21 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $8,188 Shares 14,638 Est. Cost $471.71 Unrealized
JPIE JPMORGAN INCOME ETF 0.7%
Value ($000) $7,929 Shares 172,101 Est. Cost $46.07 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.7%
Value ($000) $7,889 Shares 313,572 Est. Cost $25.19 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.7%
Value ($000) $7,827 Shares 143,852 Est. Cost $54.41 Unrealized
AVGO BROADCOM INC COM 0.7%
Value ($000) $7,565 Shares 45,181 Est. Cost $148.65 Unrealized +41.2%
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.7%
Value ($000) $7,465 Shares 99,909 Est. Cost $69.74 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $7,266 Shares 160,537 Est. Cost $40.81 Unrealized
DUBS APTUS LARGE CAP ENHANCED YIELD ETF 0.7%
Value ($000) $7,163 Shares 231,949 Est. Cost $25.18 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.6%
Value ($000) $6,457 Shares 140,302 Est. Cost $49.96 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $6,289 Shares 39,620 Est. Cost $94.02 Unrealized +45.7%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.6%
Value ($000) $6,135 Shares 64,331 Est. Cost $94.32 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.5%
Value ($000) $5,901 Shares 115,591 Est. Cost $50.95 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.5%
Value ($000) $5,869 Shares 60,846 Est. Cost $75.18 Unrealized
UPSD APTUS LARGE CAP UPSIDE ETF 0.5%
Value ($000) $5,673 Shares 244,945 Est. Cost $23.16 Unrealized
JUCY APTUS ENHANCED YIELD ETF 0.5%
Value ($000) $5,672 Shares 248,453 Est. Cost $24.34 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $5,637 Shares 9,780 Est. Cost $424.16 Unrealized +51.7%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $5,318 Shares 88,603 Est. Cost $38.88 Unrealized +31.3%
V VISA INC 0.5%
Value ($000) $5,214 Shares 14,876 Est. Cost $250.28 Unrealized +34.4%
EWJ ISHARES MSCI JAPAN ETF 0.5%
Value ($000) $5,182 Shares 75,588 Est. Cost $71.07 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $4,950 Shares 9,295 Est. Cost $411.78 Unrealized +18.1%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $4,769 Shares 92,096 Est. Cost $54.32 Unrealized
TMUS T-MOBILE US INC COM 0.4%
Value ($000) $4,636 Shares 17,383 Est. Cost $170.78 Unrealized +42.3%
BX BLACKSTONE GROUP LP 0.4%
Value ($000) $4,599 Shares 32,899 Est. Cost $93.13 Unrealized +69.9%
QQQ POWERSHARES QQQ TR 0.4%
Value ($000) $4,528 Shares 9,657 Est. Cost $365.30 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $4,400 Shares 17,936 Est. Cost $138.74 Unrealized +80.8%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $4,339 Shares 60,437 Est. Cost $44.98 Unrealized +63.8%
SCHX Schwab US Large Cap ETF 0.4%
Value ($000) $4,299 Shares 194,688 Est. Cost $31.96 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.4%
Value ($000) $4,284 Shares 374,160 Est. Cost $10.83 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.4%
Value ($000) $4,228 Shares 242,036 Est. Cost $14.75 Unrealized
IAU ISHARES GOLD TRUST 0.4%
Value ($000) $4,140 Shares 70,218 Est. Cost $54.73 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.4%
Value ($000) $4,063 Shares 114,012 Est. Cost $27.76 Unrealized
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $4,046 Shares 7,725 Est. Cost $422.41 Unrealized +18.2%
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $4,039 Shares 106,058 Est. Cost $31.62 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.4%
Value ($000) $4,028 Shares 124,484 Est. Cost $23.98 Unrealized +23.6%
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $4,010 Shares 24,147 Est. Cost $118.94 Unrealized +40.3%
OKE ONEOK INC NEW COM 0.4%
Value ($000) $3,968 Shares 39,993 Est. Cost $66.81 Unrealized +42.1%
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $3,946 Shares 188,344 Est. Cost $14.59 Unrealized +31.8%
ABBV ABBVIE INC COM 0.4%
Value ($000) $3,876 Shares 18,500 Est. Cost $155.19 Unrealized +22.0%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.4%
Value ($000) $3,872 Shares 75,820 Est. Cost $49.59 Unrealized
LNC LINCOLN NATL CORP IND COM 0.4%
Value ($000) $3,856 Shares 107,392 Est. Cost $23.64 Unrealized +42.8%
FXI ISHARES FTSE CHINA ETF 0.4%
Value ($000) $3,807 Shares 106,225 Est. Cost $35.84 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value ($000) $3,806 Shares 42,459 Est. Cost $79.13 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $3,797 Shares 24,304 Est. Cost $139.10 Unrealized +31.2%
CWEN/A CLEARWAY ENERGY INC CL A 0.4%
Value ($000) $3,782 Shares 132,882 Est. Cost $20.30 Unrealized +19.5%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $3,704 Shares 22,334 Est. Cost $149.80 Unrealized +1.8%
MMM 3M CO COM 0.3%
Value ($000) $3,641 Shares 24,792 Est. Cost $109.20 Unrealized +32.4%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $3,562 Shares 124,835 Est. Cost $16.15 Unrealized +65.4%
NFLX NETFLIX COM INC 0.3%
Value ($000) $3,466 Shares 3,717 Est. Cost $57.42 Unrealized +65.6%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $3,460 Shares 29,092 Est. Cost $102.86 Unrealized +4.2%
SO SOUTHERN CO COM 0.3%
Value ($000) $3,457 Shares 37,600 Est. Cost $74.76 Unrealized +12.5%
DGX QUEST DIAGNOSTICS INC COM 0.3%
Value ($000) $3,442 Shares 20,345 Est. Cost $144.56 Unrealized +12.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $3,363 Shares 65,829 Est. Cost $49.99 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $3,342 Shares 46,669 Est. Cost $63.58 Unrealized +2.2%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $3,338 Shares 21,587 Est. Cost $125.58 Unrealized +43.9%
TSLA TESLA MOTORS INC 0.3%
Value ($000) $3,306 Shares 12,757 Est. Cost $233.20 Unrealized +42.9%
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $3,290 Shares 83,925 Est. Cost $28.87 Unrealized +41.0%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $3,221 Shares 162,904 Est. Cost $20.52 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $3,209 Shares 18,833 Est. Cost $148.36 Unrealized +10.5%
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $3,198 Shares 144,314 Est. Cost $16.48 Unrealized +26.5%
DLR DIGITAL REALTY TRUST INC 0.3%
Value ($000) $3,075 Shares 21,457 Est. Cost $148.83 Unrealized +6.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $3,046 Shares 49,947 Est. Cost $53.00 Unrealized +4.7%
STX SEAGATE TECHNOLOGY 0.3%
Value ($000) $3,040 Shares 35,788 Est. Cost $75.32 Unrealized +23.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $2,926 Shares 10,646 Est. Cost $227.84 Unrealized
URI UNITED RENTALS INC 0.3%
Value ($000) $2,919 Shares 4,657 Est. Cost $478.69 Unrealized +42.5%
HTGC HERCULES CAPITAL INC COM 0.3%
Value ($000) $2,914 Shares 151,666 Est. Cost $16.82 Unrealized +20.0%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $2,829 Shares 9,995 Est. Cost $137.32 Unrealized +78.6%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.3%
Value ($000) $2,827 Shares 50,989 Est. Cost $55.45 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.3%
Value ($000) $2,802 Shares 155,693 Est. Cost $12.06 Unrealized +29.9%
ATO ATMOS ENERGY CORP COM 0.3%
Value ($000) $2,766 Shares 17,896 Est. Cost $127.80 Unrealized +11.9%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $2,638 Shares 3,194 Est. Cost $708.88 Unrealized +16.6%
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $2,621 Shares 28,570 Est. Cost $91.55 Unrealized
KELLANOVA COM 0.2%
Value ($000) $2,596 Shares 31,476 Est. Cost $61.18 Unrealized +30.8%
LADR LADDER CAP CORP CL A 0.2%
Value ($000) $2,580 Shares 226,142 Est. Cost $11.36 Unrealized
TNL TRAVEL PLUS LEISURE CO COM 0.2%
Value ($000) $2,571 Shares 55,533 Est. Cost $34.72 Unrealized +45.5%
HD HOME DEPOT 0.2%
Value ($000) $2,481 Shares 6,769 Est. Cost $309.11 Unrealized +23.2%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $2,456 Shares 4,834 Est. Cost $454.17 Unrealized +11.8%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.2%
Value ($000) $2,265 Shares 90,455 Est. Cost $32.45 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.2%
Value ($000) $2,236 Shares 4,515 Est. Cost $376.72 Unrealized +46.8%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $2,229 Shares 2,357 Est. Cost $725.57 Unrealized +33.8%
ROP ROPER INDUSTRIES INC 0.2%
Value ($000) $2,190 Shares 3,715 Est. Cost $420.76 Unrealized +32.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $2,162 Shares 8,916 Est. Cost $127.64 Unrealized +81.6%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.2%
Value ($000) $2,158 Shares 96,411 Est. Cost $20.84 Unrealized +6.8%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $2,132 Shares 51,088 Est. Cost $38.09 Unrealized +14.5%
VNO VORNADO REALTY TRUST 0.2%
Value ($000) $2,104 Shares 56,867 Est. Cost $28.55 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,097 Shares 29,578 Est. Cost $64.57 Unrealized +6.3%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $2,094 Shares 9,625 Est. Cost $198.01 Unrealized -4.3%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,073 Shares 14,825 Est. Cost $126.76 Unrealized +27.5%
BKAG BNY MELLON CORE BOND ETF 0.2%
Value ($000) $2,032 Shares 48,243 Est. Cost $40.58 Unrealized
CHE CHEMED CORP NEW COM 0.2%
Value ($000) $2,016 Shares 3,276 Est. Cost $512.88 Unrealized +10.4%
CPRT COPART INC 0.2%
Value ($000) $2,013 Shares 35,565 Est. Cost $39.05 Unrealized +44.1%
UGI UGI CORP NEW COM 0.2%
Value ($000) $2,010 Shares 60,794 Est. Cost $26.99 Unrealized +17.4%
HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.2%
Value ($000) $2,007 Shares 72,928 Est. Cost $24.87 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,998 Shares 44,043 Est. Cost $37.42 Unrealized +5.8%
LTC LTC PPTYS INC COM 0.2%
Value ($000) $1,980 Shares 55,839 Est. Cost $32.59 Unrealized
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $1,958 Shares 13,254 Est. Cost $119.80 Unrealized +14.9%
GBDC GOLUB CAP BDC INC COM 0.2%
Value ($000) $1,936 Shares 127,903 Est. Cost $12.26 Unrealized +13.6%
DOC HEALTHPEAK PPTY INC. 0.2%
Value ($000) $1,931 Shares 95,524 Est. Cost $19.78 Unrealized -3.6%
BLK BLACKROCK INC 0.2%
Value ($000) $1,860 Shares 1,966 Est. Cost $867.94 Unrealized +10.8%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.2%
Value ($000) $1,841 Shares 192,138 Est. Cost $9.93 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,807 Shares 14,838 Est. Cost $92.66 Unrealized +29.6%
IYE ISHARES U.S. ENERGY ETF 0.2%
Value ($000) $1,804 Shares 36,600 Est. Cost $44.12 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $1,774 Shares 11,094 Est. Cost $147.26 Unrealized +6.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $1,759 Shares 20,845 Est. Cost $24.26 Unrealized +261.9%
NOW SERVICENOW INC COM 0.2%
Value ($000) $1,754 Shares 2,203 Est. Cost $139.40 Unrealized +38.3%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,732 Shares 23,778 Est. Cost $72.04 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.2%
Value ($000) $1,726 Shares 38,699 Est. Cost $40.05 Unrealized
TSN TYSON FOODS INC CL A 0.2%
Value ($000) $1,688 Shares 26,453 Est. Cost $48.19 Unrealized +18.0%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $1,676 Shares 15,084 Est. Cost $110.92 Unrealized
WINN Harbor Long-Term Growers ETF 0.2%
Value ($000) $1,654 Shares 67,526 Est. Cost $26.05 Unrealized
PWR QUANTA SERVICES INC 0.2%
Value ($000) $1,626 Shares 6,399 Est. Cost $263.84 Unrealized +9.4%
T AT&T INC COM 0.2%
Value ($000) $1,623 Shares 57,407 Est. Cost $18.15 Unrealized +34.2%
HST HOST MARRIOTT CORP NEW REIT 0.1%
Value ($000) $1,611 Shares 113,375 Est. Cost $16.59 Unrealized -7.7%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $1,555 Shares 11,946 Est. Cost $114.36 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $1,489 Shares 3,198 Est. Cost $430.43 Unrealized +3.3%
SLG SL GREEN RLTY CORP COM 0.1%
Value ($000) $1,487 Shares 25,777 Est. Cost $67.32 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,405 Shares 8,396 Est. Cost $133.38 Unrealized +12.8%
COR CENCORA INC COM 0.1%
Value ($000) $1,373 Shares 4,937 Est. Cost $240.05 Unrealized +4.0%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $1,371 Shares 23,922 Est. Cost $52.66 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.1%
Value ($000) $1,333 Shares 18,624 Est. Cost $144.87 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,323 Shares 12,067 Est. Cost $98.04 Unrealized +21.2%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,319 Shares 4,852 Est. Cost $291.83 Unrealized +5.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,318 Shares 6,382 Est. Cost $145.82 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,300 Shares 7,618 Est. Cost $164.26 Unrealized +12.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,284 Shares 55,874 Est. Cost $22.99 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,273 Shares 5,121 Est. Cost $188.81 Unrealized +26.8%
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $1,248 Shares 16,311 Est. Cost $70.99 Unrealized
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 0.1%
Value ($000) $1,234 Shares 21,439 Est. Cost $55.92 Unrealized
WELL WELLTOWER INC COM 0.1%
Value ($000) $1,223 Shares 7,982 Est. Cost $115.89 Unrealized +21.1%
CASY CASEYS GEN STORES INC COM 0.1%
Value ($000) $1,192 Shares 2,746 Est. Cost $286.33 Unrealized +42.5%
PKG PACKAGING CORP OF AMERICA 0.1%
Value ($000) $1,171 Shares 5,915 Est. Cost $194.67 Unrealized +7.0%
CTAS CINTAS CORP 0.1%
Value ($000) $1,165 Shares 5,670 Est. Cost $189.25 Unrealized +4.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $1,141 Shares 5,451 Est. Cost $193.83 Unrealized +6.3%
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $1,131 Shares 54,652 Est. Cost $20.93 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $1,131 Shares 10,815 Est. Cost $108.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,120 Shares 2,251 Est. Cost $514.39 Unrealized +4.9%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,115 Shares 7,435 Est. Cost $144.91 Unrealized -1.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,101 Shares 7,168 Est. Cost $148.07 Unrealized +7.8%
MA MASTERCARD INC 0.1%
Value ($000) $1,092 Shares 1,991 Est. Cost $424.12 Unrealized +27.8%
GLD SPDR GOLD ETF 0.1%
Value ($000) $1,089 Shares 3,780 Est. Cost $243.59 Unrealized
KR KROGER CO COM 0.1%
Value ($000) $1,086 Shares 16,046 Est. Cost $56.70 Unrealized +9.8%
CRM SALESFORCE COM 0.1%
Value ($000) $1,065 Shares 3,970 Est. Cost $278.73 Unrealized +10.9%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,064 Shares 18,619 Est. Cost $57.12 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,052 Shares 3,368 Est. Cost $280.05 Unrealized +4.6%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $1,008 Shares 16,874 Est. Cost $33.20 Unrealized +66.9%
ALLE ALLEGION PLC 0.1%
Value ($000) $990 Shares 7,585 Est. Cost $112.29 Unrealized +14.5%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $948 Shares 2,555 Est. Cost $384.19 Unrealized
MUSA MURPHY USA INC COM 0.1%
Value ($000) $947 Shares 2,015 Est. Cost $464.93 Unrealized +1.6%
BANK AMERICA CORP 7.25CNV PFD L 0.1%
Value ($000) $930 Shares 753 Est. Cost $1217.18 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $925 Shares 20,870 Est. Cost $41.39 Unrealized 0.0%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.1%
Value ($000) $882 Shares 40,982 Est. Cost $34.98 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $879 Shares 4,050 Est. Cost $180.78 Unrealized +17.8%
BRZE BRAZE INC COM CL A 0.1%
Value ($000) $866 Shares 24,002 Est. Cost $40.24 Unrealized 0.0%
LEN LENNAR CORP CL A 0.1%
Value ($000) $847 Shares 7,378 Est. Cost $128.45 Unrealized -4.2%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value ($000) $845 Shares 28,451 Est. Cost $19.66 Unrealized +54.4%
SYY SYSCO CORP COM 0.1%
Value ($000) $839 Shares 11,187 Est. Cost $71.83 Unrealized -0.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $832 Shares 2,724 Est. Cost $257.29 Unrealized +14.8%
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value ($000) $813 Shares 5,497 Est. Cost $178.56 Unrealized -8.7%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $812 Shares 4,020 Est. Cost $162.79 Unrealized
IQSU NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $811 Shares 17,885 Est. Cost $41.99 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $798 Shares 1 Est. Cost $593888.44 Unrealized +22.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $796 Shares 3,414 Est. Cost $219.76 Unrealized +10.1%
ALL ALLSTATE CORP 0.1%
Value ($000) $796 Shares 3,843 Est. Cost $191.27 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $795 Shares 4,423 Est. Cost $165.30 Unrealized +10.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $790 Shares 5,958 Est. Cost $98.73 Unrealized +27.1%
GLDM SPDR GOLD MINISHARES TRUST 0.1%
Value ($000) $786 Shares 12,695 Est. Cost $61.89 Unrealized
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $779 Shares 7,999 Est. Cost $80.32 Unrealized +23.7%
DE DEERE & CO COM 0.1%
Value ($000) $777 Shares 1,655 Est. Cost $389.22 Unrealized +18.6%
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $763 Shares 30,777 Est. Cost $18.78 Unrealized +29.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $747 Shares 7,421 Est. Cost $100.66 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $723 Shares 3,262 Est. Cost $195.89 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $717 Shares 4,908 Est. Cost $110.74 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $708 Shares 5,574 Est. Cost $105.39 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.1%
Value ($000) $708 Shares 9,589 Est. Cost $51.25 Unrealized +32.6%
GEN SYMANTEC CORP 0.1%
Value ($000) $699 Shares 26,335 Est. Cost $25.48 Unrealized +5.9%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $688 Shares 3,412 Est. Cost $266.65 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $682 Shares 1,953 Est. Cost $321.68 Unrealized +8.2%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $680 Shares 11,651 Est. Cost $91.54 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $676 Shares 11,096 Est. Cost $104.03 Unrealized
JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 0.1%
Value ($000) $655 Shares 24,573 Est. Cost $25.43 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $644 Shares 6,983 Est. Cost $85.21 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $644 Shares 16,215 Est. Cost $38.74 Unrealized
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.1%
Value ($000) $640 Shares 6,458 Est. Cost $99.16 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $640 Shares 1,814 Est. Cost $272.29 Unrealized +39.9%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $632 Shares 2,027 Est. Cost $320.61 Unrealized +9.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $627 Shares 5,143 Est. Cost $106.81 Unrealized +3.5%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $624 Shares 1,852 Est. Cost $241.85 Unrealized +48.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $612 Shares 9,917 Est. Cost $49.38 Unrealized +21.7%
KVUE KENVUE INC COM 0.1%
Value ($000) $612 Shares 25,507 Est. Cost $21.54 Unrealized -0.7%
SYK STRYKER CORP 0.1%
Value ($000) $607 Shares 1,630 Est. Cost $340.63 Unrealized +10.7%
INTU INTUIT INC 0.1%
Value ($000) $599 Shares 976 Est. Cost $467.11 Unrealized +27.9%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $598 Shares 2,582 Est. Cost $208.04 Unrealized +5.0%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.1%
Value ($000) $598 Shares 3,815 Est. Cost $146.14 Unrealized
VLU SPDR S&P 1500 VALUE TILT ETF 0.1%
Value ($000) $597 Shares 3,248 Est. Cost $184.24 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $591 Shares 2,792 Est. Cost $175.52 Unrealized +13.0%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.1%
Value ($000) $579 Shares 9,708 Est. Cost $61.38 Unrealized
PAPR Innovator US Equity Power Buffer - April 0.1%
Value ($000) $577 Shares 16,172 Est. Cost $31.07 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $574 Shares 2,264 Est. Cost $231.42 Unrealized +7.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $568 Shares 1,574 Est. Cost $215.64 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $558 Shares 2,157 Est. Cost $217.78 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $551 Shares 13,397 Est. Cost $32.84 Unrealized +30.0%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.1%
Value ($000) $551 Shares 10,607 Est. Cost $34.32 Unrealized +70.8%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $547 Shares 8,074 Est. Cost $66.72 Unrealized -13.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $533 Shares 2,661 Est. Cost $151.56 Unrealized +29.1%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $527 Shares 4,744 Est. Cost $66.94 Unrealized +74.9%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $525 Shares 9,983 Est. Cost $41.98 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $521 Shares 7,282 Est. Cost $62.24 Unrealized +8.9%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $521 Shares 6,329 Est. Cost $69.11 Unrealized +10.5%
PDEC Innovator US Equity Power Buffer - Dec 0.0%
Value ($000) $515 Shares 13,707 Est. Cost $32.66 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $514 Shares 2,073 Est. Cost $255.23 Unrealized -1.8%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.0%
Value ($000) $514 Shares 27,648 Est. Cost $11.75 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $511 Shares 841 Est. Cost $582.90 Unrealized +11.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $501 Shares 3,794 Est. Cost $76.28 Unrealized +69.6%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $498 Shares 17,836 Est. Cost $29.14 Unrealized -9.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $495 Shares 4,820 Est. Cost $129.07 Unrealized -13.9%
PLD PROLOGIS SHARE BENEFICIAL INT 0.0%
Value ($000) $493 Shares 4,412 Est. Cost $112.96 Unrealized -1.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $484 Shares 105 Est. Cost $3274.65 Unrealized +45.0%
EXC EXELON CORP COM 0.0%
Value ($000) $482 Shares 10,452 Est. Cost $40.50 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR 0.0%
Value ($000) $481 Shares 5,146 Est. Cost $88.89 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $474 Shares 13,875 Est. Cost $17.80 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $472 Shares 3,565 Est. Cost $114.24 Unrealized +9.2%
SCHH SCH US REIT ETF 0.0%
Value ($000) $471 Shares 21,881 Est. Cost $20.71 Unrealized
OUT OUTFRONT MEDIA INC COM NEW 0.0%
Value ($000) $465 Shares 28,814 Est. Cost $16.14 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $463 Shares 911 Est. Cost $467.31 Unrealized +5.5%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $461 Shares 3,241 Est. Cost $129.79 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $458 Shares 1,553 Est. Cost $250.65 Unrealized +19.8%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $457 Shares 17,195 Est. Cost $31.66 Unrealized
PNOV Innovator US Equity Power Buffer - Nov 0.0%
Value ($000) $457 Shares 12,265 Est. Cost $37.87 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $451 Shares 12,648 Est. Cost $28.84 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $450 Shares 3,238 Est. Cost $66.98 Unrealized +128.7%
TEL TE CONNECTIVITY LTD 0.0%
Value ($000) $448 Shares 3,171 Est. Cost $146.82 Unrealized -0.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $445 Shares 1,016 Est. Cost $441.57 Unrealized 0.0%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $441 Shares 10,279 Est. Cost $42.92 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $440 Shares 8,691 Est. Cost $50.15 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $438 Shares 6,695 Est. Cost $61.14 Unrealized +11.8%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $436 Shares 5,253 Est. Cost $79.44 Unrealized
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $432 Shares 18,453 Est. Cost $34.36 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $432 Shares 1,906 Est. Cost $214.65 Unrealized +1.8%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $424 Shares 1,554 Est. Cost $281.77 Unrealized -9.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $423 Shares 5,406 Est. Cost $68.58 Unrealized +13.2%
ADBE ADOBE SYS INC 0.0%
Value ($000) $422 Shares 1,101 Est. Cost $424.45 Unrealized +1.0%
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.0%
Value ($000) $420 Shares 9,593 Est. Cost $32.96 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $418 Shares 3,980 Est. Cost $102.14 Unrealized -5.2%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $413 Shares 951 Est. Cost $394.28 Unrealized 0.0%
AX BOFI HLDG INC 0.0%
Value ($000) $411 Shares 6,366 Est. Cost $43.14 Unrealized +57.2%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $410 Shares 2,977 Est. Cost $125.89 Unrealized 0.0%
ROST ROSS STORES INC 0.0%
Value ($000) $406 Shares 3,178 Est. Cost $132.07 Unrealized +4.9%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value ($000) $401 Shares 27,719 Est. Cost $15.86 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $398 Shares 3,891 Est. Cost $91.33 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $395 Shares 2,315 Est. Cost $156.93 Unrealized +10.3%
VRSN VERISIGN INC 0.0%
Value ($000) $388 Shares 1,528 Est. Cost $225.24 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $387 Shares 3,218 Est. Cost $126.78 Unrealized 0.0%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $384 Shares 19,221 Est. Cost $20.13 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $383 Shares 13,507 Est. Cost $24.06 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $381 Shares 1,574 Est. Cost $221.89 Unrealized 0.0%
PFE PFIZER INC COM 0.0%
Value ($000) $381 Shares 15,042 Est. Cost $25.94 Unrealized -4.7%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $379 Shares 2,888 Est. Cost $107.23 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $376 Shares 7,176 Est. Cost $51.47 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $375 Shares 9,304 Est. Cost $39.02 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $374 Shares 556 Est. Cost $615.89 Unrealized 0.0%
BJAN Innovator US Equity Buffer - January 0.0%
Value ($000) $374 Shares 8,015 Est. Cost $42.30 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $374 Shares 5,087 Est. Cost $73.73 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.0%
Value ($000) $365 Shares 753 Est. Cost $466.00 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $351 Shares 3,478 Est. Cost $82.31 Unrealized +22.3%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $347 Shares 6,184 Est. Cost $56.13 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $345 Shares 1,047 Est. Cost $369.93 Unrealized -4.9%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $342 Shares 3,469 Est. Cost $92.00 Unrealized +15.5%
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $341 Shares 9,054 Est. Cost $37.23 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $340 Shares 1,090 Est. Cost $287.24 Unrealized 0.0%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $337 Shares 5,569 Est. Cost $56.52 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $332 Shares 4,067 Est. Cost $71.10 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $328 Shares 4,840 Est. Cost $68.29 Unrealized -12.5%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $323 Shares 8,979 Est. Cost $35.96 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $322 Shares 2,861 Est. Cost $91.87 Unrealized +28.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $322 Shares 3,287 Est. Cost $91.34 Unrealized +10.6%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $321 Shares 21,000 Est. Cost $15.96 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $319 Shares 4,511 Est. Cost $66.02 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $318 Shares 5,311 Est. Cost $65.49 Unrealized -11.5%
AFL AFLAC INC COM 0.0%
Value ($000) $314 Shares 2,826 Est. Cost $86.36 Unrealized +20.5%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $313 Shares 3,472 Est. Cost $114.03 Unrealized -7.0%
DOW DOW INC COM 0.0%
Value ($000) $312 Shares 8,930 Est. Cost $45.65 Unrealized -21.2%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $306 Shares 2,783 Est. Cost $105.85 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $305 Shares 2,627 Est. Cost $106.73 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $304 Shares 2,784 Est. Cost $98.44 Unrealized 0.0%
TCHI ISHARES MSCI CHINA MULTISECTOR TECH ETF 0.0%
Value ($000) $304 Shares 15,191 Est. Cost $20.02 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $304 Shares 11,599 Est. Cost $26.20 Unrealized
CQQQ INVESCO CHINA TECHNOLOGY ETF 0.0%
Value ($000) $304 Shares 6,856 Est. Cost $44.31 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $302 Shares 4,248 Est. Cost $67.71 Unrealized +10.1%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $297 Shares 5,908 Est. Cost $42.50 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $297 Shares 8,669 Est. Cost $33.64 Unrealized -6.3%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $295 Shares 2,386 Est. Cost $112.93 Unrealized 0.0%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $294 Shares 1,980 Est. Cost $132.91 Unrealized 0.0%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $293 Shares 9,464 Est. Cost $30.99 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $291 Shares 157 Est. Cost $1661.99 Unrealized +22.1%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $287 Shares 20,755 Est. Cost $11.76 Unrealized +21.8%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $281 Shares 11,020 Est. Cost $26.16 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $280 Shares 2,725 Est. Cost $88.76 Unrealized +20.8%
MNST MONSTER BEVERAGE CORP 0.0%
Value ($000) $279 Shares 4,770 Est. Cost $52.12 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $275 Shares 3,060 Est. Cost $97.00 Unrealized -7.1%
FISV FISERV INC 0.0%
Value ($000) $274 Shares 1,242 Est. Cost $132.59 Unrealized +65.1%
PFEB Innovator US Equity Power Buffer - Feb 0.0%
Value ($000) $274 Shares 7,637 Est. Cost $35.82 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $274 Shares 1,017 Est. Cost $245.13 Unrealized +19.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $272 Shares 499 Est. Cost $552.30 Unrealized +7.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $269 Shares 890 Est. Cost $276.25 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $268 Shares 1,819 Est. Cost $132.48 Unrealized +11.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $267 Shares 2,381 Est. Cost $100.53 Unrealized 0.0%
CI CIGNA CORP 0.0%
Value ($000) $267 Shares 811 Est. Cost $295.68 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $266 Shares 11,480 Est. Cost $22.71 Unrealized
JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $266 Shares 3,339 Est. Cost $63.17 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $263 Shares 2,423 Est. Cost $112.98 Unrealized
POCT Innovator US Equity Power Buffer - Oct 0.0%
Value ($000) $261 Shares 6,711 Est. Cost $39.57 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $261 Shares 1,367 Est. Cost $190.64 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $255 Shares 178 Est. Cost $86.99 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $254 Shares 496 Est. Cost $470.02 Unrealized 0.0%
VST VISTRA CORP COM 0.0%
Value ($000) $253 Shares 2,157 Est. Cost $84.10 Unrealized +76.7%
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $251 Shares 19,529 Est. Cost $7.03 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $249 Shares 6,736 Est. Cost $35.04 Unrealized 0.0%
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $248 Shares 33,312 Est. Cost $15.72 Unrealized 0.0%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $246 Shares 14,801 Est. Cost $16.39 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $244 Shares 13,875 Est. Cost $16.86 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $244 Shares 1,411 Est. Cost $156.42 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $243 Shares 6,407 Est. Cost $37.81 Unrealized 0.0%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $242 Shares 4,925 Est. Cost $47.29 Unrealized
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $240 Shares 6,194 Est. Cost $38.81 Unrealized
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 0.0%
Value ($000) $240 Shares 5,465 Est. Cost $43.88 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $235 Shares 6,478 Est. Cost $32.83 Unrealized 0.0%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $234 Shares 11,900 Est. Cost $19.39 Unrealized
PSEP Innovator US Equity Power Buffer - Sept 0.0%
Value ($000) $233 Shares 6,063 Est. Cost $38.53 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $229 Shares 1,857 Est. Cost $119.26 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $225 Shares 3,274 Est. Cost $62.10 Unrealized 0.0%
HCA HCA INC 0.0%
Value ($000) $225 Shares 651 Est. Cost $319.37 Unrealized 0.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $220 Shares 3,232 Est. Cost $68.07 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $218 Shares 1,275 Est. Cost $145.07 Unrealized +9.8%
BDEC Innovator US Equity Buffer - December 0.0%
Value ($000) $218 Shares 5,203 Est. Cost $43.11 Unrealized
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value ($000) $215 Shares 10,251 Est. Cost $22.56 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $215 Shares 1,827 Est. Cost $104.46 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $214 Shares 1,666 Est. Cost $125.12 Unrealized 0.0%
IOCT Innovator International Power Buffer - Oct 0.0%
Value ($000) $214 Shares 6,968 Est. Cost $30.65 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $213 Shares 10,791 Est. Cost $27.78 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $213 Shares 1,100 Est. Cost $193.99 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $213 Shares 109 Est. Cost $1984.94 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $210 Shares 859 Est. Cost $223.35 Unrealized 0.0%
DMBS DOUBLELINE MORTGAGE ETF 0.0%
Value ($000) $208 Shares 4,238 Est. Cost $49.05 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $208 Shares 4,778 Est. Cost $43.52 Unrealized +4.5%
POOL POOL CORP COM 0.0%
Value ($000) $206 Shares 646 Est. Cost $356.66 Unrealized -6.4%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $205 Shares 3,119 Est. Cost $67.73 Unrealized 0.0%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $204 Shares 3,816 Est. Cost $53.52 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $204 Shares 2,256 Est. Cost $90.53 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $204 Shares 1,321 Est. Cost $143.17 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $203 Shares 455 Est. Cost $435.78 Unrealized +2.9%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $203 Shares 2,803 Est. Cost $72.43 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $203 Shares 2,330 Est. Cost $76.16 Unrealized 0.0%
F FORD MOTOR COMPANY 0.0%
Value ($000) $179 Shares 17,817 Est. Cost $9.58 Unrealized -3.5%
DIREXION DAILY S&P 500 BEAR 3X SHARES 0.0%
Value ($000) $78 Shares 11,000 Est. Cost $6.60 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $71 Shares 12,910 Est. Cost $3.68 Unrealized
MAIDEN HOLDINGS LTD SHS 0.0%
Value ($000) $44 Shares 76,500 Est. Cost $1.82 Unrealized
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $24 Shares 20,000 Est. Cost $3.97 Unrealized -56.5%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $13 Shares 15,000 Est. Cost $1.14 Unrealized -28.5%