IAG Wealth Partners, LLC Diversified Active

CIK: 0001827261 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $755,681 (100.0% shares, 0.0% debt)

Holdings (492)

SPYM SPDR PORTFOLIO 10.1%
Value ($000) $76,039 Shares 1,046,071 Est. Cost $50.51 Unrealized
JBND JPMORGAN ACTIVE 7.0%
Value ($000) $53,128 Shares 991,378 Est. Cost $53.17 Unrealized
GSLC GOLDMAN SACHS 5.8%
Value ($000) $43,794 Shares 360,800 Est. Cost $81.37 Unrealized
AVIV AVANTIS INTL 4.4%
Value ($000) $33,572 Shares 539,447 Est. Cost $56.67 Unrealized
DLN WISDOMTREE U S 4.3%
Value ($000) $32,704 Shares 398,151 Est. Cost $75.30 Unrealized
IVV ISHARES CORE 3.6%
Value ($000) $27,100 Shares 43,646 Est. Cost $347.80 Unrealized
DIVB ISHARES CORE 3.4%
Value ($000) $25,812 Shares 512,957 Est. Cost $50.32 Unrealized
GSIE GOLDMAN SACHS 3.3%
Value ($000) $24,870 Shares 627,069 Est. Cost $31.09 Unrealized
MMIT NYLI MACKAY 3.2%
Value ($000) $23,828 Shares 999,094 Est. Cost $24.66 Unrealized
DON WISDOMTREE U S 3.1%
Value ($000) $23,589 Shares 470,660 Est. Cost $37.10 Unrealized
VUG VANGUARD GROWTH 2.8%
Value ($000) $21,476 Shares 48,987 Est. Cost $260.18 Unrealized
PULS PGIM ULTRA 2.7%
Value ($000) $20,550 Shares 412,988 Est. Cost $49.53 Unrealized
PWV INVESCO LARGE 2.5%
Value ($000) $19,267 Shares 310,057 Est. Cost $55.65 Unrealized
HTAB HARTFORD SCHRODERS 2.4%
Value ($000) $17,927 Shares 958,130 Est. Cost $19.34 Unrealized
HAP VANECK NATURAL 2.3%
Value ($000) $17,501 Shares 336,856 Est. Cost $49.00 Unrealized
JMUB JPMORGAN 2.1%
Value ($000) $16,206 Shares 326,468 Est. Cost $50.82 Unrealized
IMCG ISHARES MORNINGSTAR 2.1%
Value ($000) $15,669 Shares 195,304 Est. Cost $66.38 Unrealized
SPDW SPDR DEVELOPED 1.9%
Value ($000) $14,679 Shares 362,546 Est. Cost $32.08 Unrealized
AVDE AVANTIS INTL 1.9%
Value ($000) $14,593 Shares 197,171 Est. Cost $61.27 Unrealized
SPTM SPDR PORTFOLIO 1.8%
Value ($000) $13,731 Shares 183,352 Est. Cost $39.81 Unrealized
SPMD SPDR PORTFOLIO 1.5%
Value ($000) $11,153 Shares 205,089 Est. Cost $38.96 Unrealized
SPYG SPDR PORTFOLIO 1.5%
Value ($000) $11,115 Shares 116,603 Est. Cost $64.86 Unrealized
RECS COLUMBIA RESEARCH 1.4%
Value ($000) $10,911 Shares 296,568 Est. Cost $35.41 Unrealized
DBMF IMGP DBI 1.4%
Value ($000) $10,667 Shares 414,567 Est. Cost $25.34 Unrealized
CWI SPDR MSCI 1.3%
Value ($000) $9,872 Shares 302,274 Est. Cost $25.22 Unrealized
DGRW WISDOMTREE US 1.2%
Value ($000) $9,167 Shares 109,465 Est. Cost $70.06 Unrealized
VIG VANGUARD DIVIDEND 0.9%
Value ($000) $7,082 Shares 34,604 Est. Cost $121.99 Unrealized
MDYV SPDR SERIES 0.9%
Value ($000) $6,598 Shares 83,064 Est. Cost $54.63 Unrealized
SPHQ INVESCO S&P 0.8%
Value ($000) $5,880 Shares 82,515 Est. Cost $46.08 Unrealized
SPAB SPDR AGGREGATE 0.8%
Value ($000) $5,840 Shares 228,120 Est. Cost $26.34 Unrealized
SPYV SPDR PORTFOLIO 0.8%
Value ($000) $5,721 Shares 109,310 Est. Cost $41.40 Unrealized
GUNR FLEXSHARES MORNINGSTAR 0.7%
Value ($000) $5,310 Shares 132,394 Est. Cost $40.42 Unrealized
SPSM SPDR PORTFOLIO 0.7%
Value ($000) $5,151 Shares 120,909 Est. Cost $33.10 Unrealized
DFAE DIMENSIONAL EMERGING 0.6%
Value ($000) $4,697 Shares 162,232 Est. Cost $25.48 Unrealized
RODM HARTFORD MULTIFACTOR 0.6%
Value ($000) $4,581 Shares 134,330 Est. Cost $22.50 Unrealized
BBSC JPMORGAN 0.6%
Value ($000) $4,410 Shares 66,845 Est. Cost $63.18 Unrealized
AVEM AVANTIS EMERGING 0.6%
Value ($000) $4,299 Shares 62,724 Est. Cost $54.63 Unrealized
MDYG SPDR SERIES 0.5%
Value ($000) $3,869 Shares 44,535 Est. Cost $74.67 Unrealized
PYLD PIMCO ENHANCED 0.5%
Value ($000) $3,709 Shares 139,770 Est. Cost $26.54 Unrealized
GNR SPDR S&P 0.5%
Value ($000) $3,655 Shares 67,381 Est. Cost $53.61 Unrealized
ISCG ISHARES MORNINGSTAR 0.5%
Value ($000) $3,449 Shares 69,317 Est. Cost $44.36 Unrealized
FMDE FIDELITY ENHANCED 0.4%
Value ($000) $3,320 Shares 96,479 Est. Cost $31.93 Unrealized
JHMM JOHN HANCOCK 0.4%
Value ($000) $2,974 Shares 48,648 Est. Cost $48.61 Unrealized
NBCM NEUBERGER BERMAN 0.4%
Value ($000) $2,770 Shares 124,493 Est. Cost $21.63 Unrealized
JMST JPMORGAN 0.3%
Value ($000) $2,606 Shares 51,171 Est. Cost $50.88 Unrealized
DFIS DIMENSIONAL INTL 0.3%
Value ($000) $2,564 Shares 85,935 Est. Cost $24.23 Unrealized
FESM FIDELITY COVINGTON 0.3%
Value ($000) $2,546 Shares 79,576 Est. Cost $29.48 Unrealized
FLQM FRANKLIN US 0.3%
Value ($000) $2,529 Shares 46,572 Est. Cost $53.83 Unrealized
BBUS JPMORGAN BETABUILDERS 0.3%
Value ($000) $2,505 Shares 22,381 Est. Cost $111.29 Unrealized
CSB VICTORYSHARES US 0.3%
Value ($000) $2,434 Shares 43,935 Est. Cost $54.35 Unrealized
JSMD JANUS DETROIT 0.3%
Value ($000) $2,416 Shares 31,114 Est. Cost $53.15 Unrealized
BRK/B BERKSHIRE HATHAWAY 0.3%
Value ($000) $2,352 Shares 4,842 Est. Cost $400.38 Unrealized +26.8%
HELO JPMORGAN HEDGED 0.3%
Value ($000) $1,962 Shares 31,355 Est. Cost $61.83 Unrealized
AVDV AVANTIS INTL 0.2%
Value ($000) $1,873 Shares 23,628 Est. Cost $62.10 Unrealized
SPEM SPDR EMERGING 0.2%
Value ($000) $1,756 Shares 41,091 Est. Cost $39.05 Unrealized
SMLV SPDR SSGA 0.2%
Value ($000) $1,662 Shares 13,280 Est. Cost $80.21 Unrealized
VNLA JANUS HENDERSON 0.2%
Value ($000) $1,641 Shares 33,360 Est. Cost $49.17 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $1,456 Shares 7,094 Est. Cost $127.31 Unrealized +58.2%
PBUS INVESCO MSCI 0.2%
Value ($000) $1,357 Shares 21,825 Est. Cost $39.80 Unrealized
VTI VANGUARD TOTAL 0.2%
Value ($000) $1,309 Shares 4,307 Est. Cost $167.77 Unrealized
DES WISDOMTREE U S 0.2%
Value ($000) $1,280 Shares 40,314 Est. Cost $20.77 Unrealized
SJNK SPDR BLOOMBERG 0.2%
Value ($000) $1,201 Shares 47,153 Est. Cost $24.85 Unrealized
VOO VANGUARD S&P 0.2%
Value ($000) $1,189 Shares 2,094 Est. Cost $485.41 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,136 Shares 7,437 Est. Cost $150.40 Unrealized +0.3%
SCHM SCHWAB US 0.1%
Value ($000) $1,113 Shares 39,676 Est. Cost $39.20 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $1,071 Shares 2,153 Est. Cost $290.03 Unrealized +49.1%
SPGM SPDR MSCI 0.1%
Value ($000) $1,025 Shares 14,856 Est. Cost $54.94 Unrealized
BBMC JPMORGAN BETABUILDERS 0.1%
Value ($000) $887 Shares 9,101 Est. Cost $90.70 Unrealized
CGGE CAPITAL GROUP 0.1%
Value ($000) $849 Shares 29,079 Est. Cost $25.75 Unrealized
NUMG NUVEEN ESG 0.1%
Value ($000) $844 Shares 17,412 Est. Cost $37.51 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $792 Shares 5,015 Est. Cost $102.63 Unrealized +22.6%
VSS VANGUARD FTSE 0.1%
Value ($000) $786 Shares 5,847 Est. Cost $88.35 Unrealized
VWO VANGUARD FSTE 0.1%
Value ($000) $759 Shares 15,341 Est. Cost $48.28 Unrealized
SLYV SPDR S&P 0.1%
Value ($000) $731 Shares 9,159 Est. Cost $77.92 Unrealized
QQQ INVESCO QQQ 0.1%
Value ($000) $710 Shares 1,287 Est. Cost $391.87 Unrealized
GEM GOLDMAN SACHS 0.1%
Value ($000) $637 Shares 17,127 Est. Cost $33.74 Unrealized
WEC WEC ENERGY 0.1%
Value ($000) $633 Shares 6,074 Est. Cost $80.94 Unrealized +28.8%
JSML JANUS DETROIT 0.1%
Value ($000) $621 Shares 9,205 Est. Cost $42.92 Unrealized
IWM ISHARES RUSSELL 0.1%
Value ($000) $601 Shares 2,787 Est. Cost $182.22 Unrealized
USFR WISDOMTREE FLOATING 0.1%
Value ($000) $599 Shares 11,896 Est. Cost $50.30 Unrealized
IWF ISHARES RUSSELL 0.1%
Value ($000) $592 Shares 1,395 Est. Cost $241.13 Unrealized
IJH ISHARES CORE 0.1%
Value ($000) $451 Shares 7,267 Est. Cost $86.19 Unrealized
MTUM ISHARES MSCI 0.1%
Value ($000) $430 Shares 1,789 Est. Cost $125.66 Unrealized
SLYG SPDR SERIES 0.1%
Value ($000) $404 Shares 4,556 Est. Cost $88.43 Unrealized
AMZN AMAZON COM 0.1%
Value ($000) $399 Shares 1,819 Est. Cost $146.26 Unrealized +35.3%
SPY SPDR S&P 0.1%
Value ($000) $382 Shares 619 Est. Cost $444.90 Unrealized
VB VANGUARD SMALL 0.1%
Value ($000) $382 Shares 1,612 Est. Cost $194.90 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $372 Shares 1,701 Est. Cost $87.73 Unrealized +83.3%
COST COSTCO WHOLESALE 0.0%
Value ($000) $371 Shares 375 Est. Cost $595.12 Unrealized +66.5%
HD HOME DEPOT 0.0%
Value ($000) $365 Shares 995 Est. Cost $312.92 Unrealized +13.7%
FVD FIRST TRUST 0.0%
Value ($000) $363 Shares 8,113 Est. Cost $34.57 Unrealized
VTV VANGUARD VALUE 0.0%
Value ($000) $354 Shares 2,002 Est. Cost $154.60 Unrealized
JPM JPMORGAN CHASE 0.0%
Value ($000) $341 Shares 1,175 Est. Cost $128.60 Unrealized +96.5%
JCI JOHNSON CONTROLS 0.0%
Value ($000) $338 Shares 3,204 Est. Cost $73.72 Unrealized +24.4%
LLY ELI LILLY 0.0%
Value ($000) $337 Shares 432 Est. Cost $142.75 Unrealized +441.8%
SPSB SPDR PORTFOLIO 0.0%
Value ($000) $326 Shares 10,811 Est. Cost $30.09 Unrealized
GTO INVESCO TOTAL 0.0%
Value ($000) $313 Shares 6,672 Est. Cost $53.26 Unrealized
IJR ISHARES CORE 0.0%
Value ($000) $285 Shares 2,607 Est. Cost $90.90 Unrealized
DBEF XTRACKERS MSCI 0.0%
Value ($000) $281 Shares 6,433 Est. Cost $33.62 Unrealized
DLS WISDOMTREE INTL 0.0%
Value ($000) $270 Shares 3,596 Est. Cost $64.65 Unrealized
SCHX SCHWAB US 0.0%
Value ($000) $265 Shares 10,856 Est. Cost $34.53 Unrealized
SUSA ISHARES ESG 0.0%
Value ($000) $261 Shares 2,059 Est. Cost $106.75 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $253 Shares 3,575 Est. Cost $63.30 Unrealized +10.3%
SCHV SCHWAB US 0.0%
Value ($000) $249 Shares 9,000 Est. Cost $36.62 Unrealized
GLD SPDR GOLD 0.0%
Value ($000) $228 Shares 749 Est. Cost $179.41 Unrealized
NEE NEXTERA ENERGY 0.0%
Value ($000) $222 Shares 3,200 Est. Cost $73.81 Unrealized -7.7%
MDY SPDR S&P 0.0%
Value ($000) $222 Shares 392 Est. Cost $546.10 Unrealized
FEX FIRST TRUST 0.0%
Value ($000) $218 Shares 1,987 Est. Cost $67.63 Unrealized
DE DEERE & CO 0.0%
Value ($000) $218 Shares 428 Est. Cost $385.74 Unrealized +25.6%
CVX CHEVRON CORP 0.0%
Value ($000) $217 Shares 1,519 Est. Cost $118.54 Unrealized +15.6%
ABBV ABBVIE INC 0.0%
Value ($000) $213 Shares 1,149 Est. Cost $124.18 Unrealized +47.1%
ET ENERGY TRANSFER 0.0%
Value ($000) $204 Shares 11,259 Est. Cost $15.23 Unrealized
ARTY ISHARES FUTURE 0.0%
Value ($000) $184 Shares 4,479 Est. Cost $40.81 Unrealized
MLPX GLOBAL X 0.0%
Value ($000) $182 Shares 2,902 Est. Cost $24.90 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $179 Shares 462 Est. Cost $358.59 Unrealized -7.7%
GOOG ALPHABET INC 0.0%
Value ($000) $175 Shares 985 Est. Cost $151.89 Unrealized +8.5%
T AT&T INC 0.0%
Value ($000) $174 Shares 6,018 Est. Cost $16.77 Unrealized +60.8%
IWD ISHARES RUSSELL 0.0%
Value ($000) $171 Shares 879 Est. Cost $165.08 Unrealized
IYW ISHARES TECHNOLOGY 0.0%
Value ($000) $169 Shares 978 Est. Cost $150.50 Unrealized
META META PLATFORMS 0.0%
Value ($000) $165 Shares 223 Est. Cost $266.18 Unrealized +131.7%
TSLA TESLA INC 0.0%
Value ($000) $163 Shares 513 Est. Cost $274.46 Unrealized +9.8%
LNT ALLIANT ENERGY 0.0%
Value ($000) $162 Shares 2,677 Est. Cost $53.50 Unrealized +12.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $160 Shares 546 Est. Cost $259.52 Unrealized +17.0%
WPC W P CAREY 0.0%
Value ($000) $156 Shares 2,499 Est. Cost $70.77 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $150 Shares 543 Est. Cost $156.72 Unrealized +37.8%
XOM EXXON MOBIL 0.0%
Value ($000) $143 Shares 1,326 Est. Cost $105.73 Unrealized -1.2%
V VISA INC 0.0%
Value ($000) $141 Shares 396 Est. Cost $223.15 Unrealized +55.5%
DIS WALT DISNEY 0.0%
Value ($000) $137 Shares 1,104 Est. Cost $97.01 Unrealized +6.0%
NOC NORTHROP GRUMMAN 0.0%
Value ($000) $135 Shares 271 Est. Cost $483.08 Unrealized +0.6%
VEA VANGUARD FTSE 0.0%
Value ($000) $135 Shares 2,375 Est. Cost $45.69 Unrealized
DFUS DIMENSIONAL US 0.0%
Value ($000) $131 Shares 1,955 Est. Cost $40.60 Unrealized
NIC NICOLET BANKSHARES 0.0%
Value ($000) $126 Shares 1,017 Est. Cost $116.10 Unrealized 0.0%
GS GOLDMAN SACHS 0.0%
Value ($000) $123 Shares 174 Est. Cost $435.19 Unrealized +31.4%
XLP SECTOR CONSUMER 0.0%
Value ($000) $120 Shares 1,480 Est. Cost $77.29 Unrealized
ACWI ISHARES MSCI 0.0%
Value ($000) $119 Shares 925 Est. Cost $113.53 Unrealized
NUDM NUVEEN ESG 0.0%
Value ($000) $117 Shares 3,298 Est. Cost $27.28 Unrealized
UPS UNITED PARCEL 0.0%
Value ($000) $116 Shares 1,148 Est. Cost $109.38 Unrealized -14.0%
GWW GRAINGER W W 0.0%
Value ($000) $112 Shares 108 Est. Cost $296.94 Unrealized +247.9%
PRF INVESCO FTSE 0.0%
Value ($000) $112 Shares 2,652 Est. Cost $40.63 Unrealized
NUBD NUVEEN ESG 0.0%
Value ($000) $112 Shares 5,016 Est. Cost $22.72 Unrealized
IEMG ISHARES CORE 0.0%
Value ($000) $111 Shares 1,853 Est. Cost $54.95 Unrealized
IAU ISHARES GOLD 0.0%
Value ($000) $111 Shares 1,780 Est. Cost $35.19 Unrealized
IUSV ISHARES CORE 0.0%
Value ($000) $111 Shares 1,173 Est. Cost $89.44 Unrealized
SDY SPDR SERIES 0.0%
Value ($000) $111 Shares 815 Est. Cost $109.24 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $110 Shares 82 Est. Cost $67.03 Unrealized +68.7%
ADP AUTOMATIC DATA 0.0%
Value ($000) $102 Shares 331 Est. Cost $185.41 Unrealized +63.1%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $102 Shares 1,463 Est. Cost $50.09 Unrealized +20.5%
RDVY FIRST TRUST 0.0%
Value ($000) $100 Shares 1,600 Est. Cost $41.16 Unrealized
IBIT ISHARES BITCOIN 0.0%
Value ($000) $100 Shares 1,636 Est. Cost $50.04 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $99 Shares 1,074 Est. Cost $66.76 Unrealized +31.8%
PEP PEPSICO INC 0.0%
Value ($000) $98 Shares 744 Est. Cost $151.73 Unrealized -13.6%
AEE AMEREN CORP 0.0%
Value ($000) $98 Shares 1,019 Est. Cost $79.59 Unrealized +19.6%
EFA ISHARES MSCI 0.0%
Value ($000) $98 Shares 1,094 Est. Cost $81.53 Unrealized
WM WASTE MANAGEMENT 0.0%
Value ($000) $97 Shares 423 Est. Cost $134.53 Unrealized +70.7%
AMGN AMGEN INC 0.0%
Value ($000) $94 Shares 337 Est. Cost $255.93 Unrealized +8.5%
CGUS CAPITAL GROUP 0.0%
Value ($000) $93 Shares 2,505 Est. Cost $32.48 Unrealized
IHDG WISDOMTREE TRUST 0.0%
Value ($000) $89 Shares 1,973 Est. Cost $35.88 Unrealized
REET ISHARES GLOBAL 0.0%
Value ($000) $89 Shares 3,584 Est. Cost $23.25 Unrealized
XEL XCEL ENERGY 0.0%
Value ($000) $87 Shares 1,276 Est. Cost $55.18 Unrealized +22.9%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $87 Shares 376 Est. Cost $212.58 Unrealized +2.8%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $85 Shares 1,956 Est. Cost $38.88 Unrealized +7.6%
RWR SPDR SERIES 0.0%
Value ($000) $84 Shares 875 Est. Cost $100.92 Unrealized
IVW ISHARES S&P 0.0%
Value ($000) $83 Shares 754 Est. Cost $85.07 Unrealized
SOXX ISHARES SEMICONDUCTOR 0.0%
Value ($000) $82 Shares 342 Est. Cost $220.14 Unrealized
VGT VANGUARD INFORMATION 0.0%
Value ($000) $82 Shares 123 Est. Cost $429.04 Unrealized
IVE ISHARES S&P 0.0%
Value ($000) $81 Shares 417 Est. Cost $178.79 Unrealized
ARKW ARK NEXT 0.0%
Value ($000) $81 Shares 552 Est. Cost $53.66 Unrealized
MRK MERCK & COMPANY 0.0%
Value ($000) $81 Shares 1,029 Est. Cost $75.72 Unrealized +2.2%
MMM 3M COMPANY 0.0%
Value ($000) $81 Shares 534 Est. Cost $115.79 Unrealized +22.0%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $81 Shares 443 Est. Cost $73.14 Unrealized +115.3%
SMOT VANECK MORNINGSTAR 0.0%
Value ($000) $80 Shares 2,305 Est. Cost $29.55 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $79 Shares 740 Est. Cost $96.42 Unrealized +4.0%
NUSC NUVEEN ESG 0.0%
Value ($000) $79 Shares 1,935 Est. Cost $33.50 Unrealized
FIS FIDELITY NATIONAL 0.0%
Value ($000) $79 Shares 967 Est. Cost $108.81 Unrealized -29.6%
AMD ADVANCED MICRO 0.0%
Value ($000) $77 Shares 541 Est. Cost $110.11 Unrealized -1.1%
EXAS EXACT SCIENCES 0.0%
Value ($000) $77 Shares 1,440 Est. Cost $74.22 Unrealized -31.6%
PG PROCTER & GAMBLE 0.0%
Value ($000) $75 Shares 469 Est. Cost $153.17 Unrealized +5.0%
IEV ISHARES EUROPE 0.0%
Value ($000) $73 Shares 1,147 Est. Cost $48.17 Unrealized
KMB KIMBERLY CLARK 0.0%
Value ($000) $72 Shares 560 Est. Cost $123.63 Unrealized +6.5%
ARKQ ARK AUTONOMOUS 0.0%
Value ($000) $71 Shares 797 Est. Cost $33.76 Unrealized
TJX TJX COS 0.0%
Value ($000) $70 Shares 568 Est. Cost $72.21 Unrealized +74.3%
WMT WALMART INC 0.0%
Value ($000) $70 Shares 712 Est. Cost $55.25 Unrealized +71.5%
ESGD ISHARES ESG 0.0%
Value ($000) $68 Shares 765 Est. Cost $61.95 Unrealized
JAAA JANUS HENDERSON 0.0%
Value ($000) $68 Shares 1,340 Est. Cost $50.88 Unrealized
SCHW SCHWAB CHARLES 0.0%
Value ($000) $64 Shares 705 Est. Cost $65.11 Unrealized +27.7%
SLV ISHARES SILVER 0.0%
Value ($000) $64 Shares 1,955 Est. Cost $26.67 Unrealized
KELLANOVA 0.0%
Value ($000) $64 Shares 800 Est. Cost $80.02 Unrealized +0.2%
QUAL ISHARES MSCI 0.0%
Value ($000) $64 Shares 348 Est. Cost $140.52 Unrealized
NFG NATIONAL FUEL 0.0%
Value ($000) $64 Shares 750 Est. Cost $61.28 Unrealized +31.7%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $61 Shares 446 Est. Cost $103.10 Unrealized +26.7%
FISV FISERV INC 0.0%
Value ($000) $57 Shares 331 Est. Cost $117.10 Unrealized +54.9%
XLV HEALTHCARE SELECT 0.0%
Value ($000) $56 Shares 415 Est. Cost $127.38 Unrealized
SMMD ISHARES RUSSELL 0.0%
Value ($000) $55 Shares 815 Est. Cost $61.67 Unrealized
DVY ISHARES SELECT 0.0%
Value ($000) $54 Shares 404 Est. Cost $134.27 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $53 Shares 300 Est. Cost $127.64 Unrealized +27.9%
TMO THERMO FISHER 0.0%
Value ($000) $52 Shares 129 Est. Cost $364.40 Unrealized +14.5%
VYM VANGUARD HIGH 0.0%
Value ($000) $51 Shares 385 Est. Cost $108.21 Unrealized
SPG SIMON PROPERTY 0.0%
Value ($000) $51 Shares 315 Est. Cost $135.52 Unrealized +12.7%
VBR VANGUARD SMALL 0.0%
Value ($000) $48 Shares 245 Est. Cost $174.25 Unrealized
MGEE MGE ENERGY INC 0.0%
Value ($000) $47 Shares 528 Est. Cost $67.55 Unrealized +31.3%
ITOT ISHARES CORE 0.0%
Value ($000) $47 Shares 345 Est. Cost $95.42 Unrealized
NAVI NAVIENT CORP 0.0%
Value ($000) $47 Shares 3,300 Est. Cost $15.45 Unrealized -16.8%
WELL WELLTOWER INC 0.0%
Value ($000) $46 Shares 300 Est. Cost $59.37 Unrealized +149.1%
PFE PFIZER INC 0.0%
Value ($000) $46 Shares 1,897 Est. Cost $26.73 Unrealized -16.4%
SOFI SOFI TECHNOLOGIES 0.0%
Value ($000) $45 Shares 2,461 Est. Cost $13.02 Unrealized +1.3%
FLIN FRANKLIN FTSE 0.0%
Value ($000) $45 Shares 1,125 Est. Cost $39.86 Unrealized
VBK VANGUARD SMALL 0.0%
Value ($000) $45 Shares 161 Est. Cost $264.65 Unrealized
VONE VANGUARD RUSSELL 0.0%
Value ($000) $44 Shares 158 Est. Cost $151.90 Unrealized
ARKK ARK INNOVATION 0.0%
Value ($000) $44 Shares 627 Est. Cost $44.92 Unrealized
SPGP INVESCO S&P 0.0%
Value ($000) $44 Shares 407 Est. Cost $91.24 Unrealized
GXC SPDR S&P 0.0%
Value ($000) $43 Shares 489 Est. Cost $65.78 Unrealized
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $41 Shares 124 Est. Cost $175.36 Unrealized +60.9%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $41 Shares 317 Est. Cost $130.47 Unrealized -3.2%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $40 Shares 104 Est. Cost $344.37 Unrealized +15.2%
GLDM SPDR GOLD 0.0%
Value ($000) $40 Shares 617 Est. Cost $55.07 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $40 Shares 180 Est. Cost $191.17 Unrealized +12.0%
MO ALTRIA GROUP 0.0%
Value ($000) $40 Shares 680 Est. Cost $38.34 Unrealized +45.9%
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $40 Shares 127 Est. Cost $72.31 Unrealized +226.6%
BABA ALIBABA GROUP 0.0%
Value ($000) $39 Shares 348 Est. Cost $140.58 Unrealized
XLE ENERGY SELECT 0.0%
Value ($000) $37 Shares 441 Est. Cost $84.75 Unrealized
BMO BANK MONTREAL 0.0%
Value ($000) $37 Shares 335 Est. Cost $79.66 Unrealized +24.8%
XNTK SPDR NYSE 0.0%
Value ($000) $37 Shares 155 Est. Cost $83.87 Unrealized
TKO TKO GROUP 0.0%
Value ($000) $36 Shares 200 Est. Cost $99.79 Unrealized +59.5%
CMCSA COMCAST CORP 0.0%
Value ($000) $36 Shares 1,009 Est. Cost $37.17 Unrealized -8.8%
CRM SALESFORCE INC 0.0%
Value ($000) $35 Shares 130 Est. Cost $185.66 Unrealized +43.3%
DUK DUKE ENERGY 0.0%
Value ($000) $35 Shares 300 Est. Cost $108.79 Unrealized +6.1%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $35 Shares 87 Est. Cost $300.91 Unrealized +21.1%
SMMU PIMCO SHORT 0.0%
Value ($000) $35 Shares 700 Est. Cost $49.64 Unrealized
DGRO ISHARES CORE 0.0%
Value ($000) $35 Shares 549 Est. Cost $58.79 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $35 Shares 50 Est. Cost $177.66 Unrealized +253.6%
IJS ISHARES S&P 0.0%
Value ($000) $35 Shares 350 Est. Cost $100.44 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $35 Shares 152 Est. Cost $271.73 Unrealized -20.8%
AEM AGNICO-EAGLE 0.0%
Value ($000) $34 Shares 285 Est. Cost $72.63 Unrealized +58.6%
IXUS ISHARES CORE 0.0%
Value ($000) $34 Shares 436 Est. Cost $67.86 Unrealized
FLQS FRANKLIN US 0.0%
Value ($000) $33 Shares 807 Est. Cost $41.11 Unrealized
SYM SYMBOTIC INC 0.0%
Value ($000) $32 Shares 820 Est. Cost $26.19 Unrealized 0.0%
LPLA LPL FINANCIAL 0.0%
Value ($000) $31 Shares 84 Est. Cost $102.59 Unrealized +241.5%
WPM WHEATON PRECIOUS 0.0%
Value ($000) $31 Shares 345 Est. Cost $26.71 Unrealized +214.8%
MS MORGAN STANLEY 0.0%
Value ($000) $31 Shares 219 Est. Cost $119.51 Unrealized +1.2%
CNI CANADIAN NATIONAL 0.0%
Value ($000) $30 Shares 292 Est. Cost $79.14 Unrealized +27.1%
IRM IRON MOUNTAIN 0.0%
Value ($000) $30 Shares 295 Est. Cost $22.21 Unrealized +313.9%
EDIV SPDR S&P 0.0%
Value ($000) $30 Shares 793 Est. Cost $35.30 Unrealized
CEF SPROTT PHYSICAL 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $15.00 Unrealized
IMVP INVESCO INDIA 0.0%
Value ($000) $30 Shares 1,112 Est. Cost $21.28 Unrealized
PYPL PAYPAL HOLDINGS 0.0%
Value ($000) $30 Shares 402 Est. Cost $101.79 Unrealized -32.9%
PHO INVESCO WATER 0.0%
Value ($000) $30 Shares 425 Est. Cost $56.42 Unrealized
FBND FIDELITY TOTAL 0.0%
Value ($000) $29 Shares 641 Est. Cost $44.93 Unrealized
TOL TOLL BROTHERS 0.0%
Value ($000) $29 Shares 253 Est. Cost $146.07 Unrealized -29.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $29 Shares 179 Est. Cost $124.35 Unrealized +16.6%
CPT CAMDEN PROPERTY 0.0%
Value ($000) $28 Shares 250 Est. Cost $114.43 Unrealized -2.1%
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $28 Shares 904 Est. Cost $25.92 Unrealized
DTD WISDOMTREE U S 0.0%
Value ($000) $28 Shares 350 Est. Cost $75.30 Unrealized
LYB LYONDELLBASELL INDUSTRIE 0.0%
Value ($000) $27 Shares 475 Est. Cost $86.82 Unrealized -37.3%
GE GE AEROSPACE 0.0%
Value ($000) $27 Shares 103 Est. Cost $84.81 Unrealized +157.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $26 Shares 178 Est. Cost $96.73 Unrealized +49.0%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $26 Shares 270 Est. Cost $85.22 Unrealized +14.8%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $26 Shares 45 Est. Cost $333.07 Unrealized +68.8%
BDX BECTON DICKINSON 0.0%
Value ($000) $25 Shares 148 Est. Cost $226.44 Unrealized -20.3%
SPLV INVESCO S&P 0.0%
Value ($000) $25 Shares 350 Est. Cost $58.74 Unrealized
IUSG ISHARES S&P 0.0%
Value ($000) $25 Shares 169 Est. Cost $74.04 Unrealized
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $25 Shares 80 Est. Cost $499.48 Unrealized -24.9%
DHR DANAHER CORP 0.0%
Value ($000) $25 Shares 126 Est. Cost $211.23 Unrealized -8.6%
PPG PPG INDUSTRIES 0.0%
Value ($000) $25 Shares 217 Est. Cost $113.30 Unrealized -6.1%
BMI BADGER METER 0.0%
Value ($000) $24 Shares 100 Est. Cost $80.46 Unrealized +180.0%
COF CAPITAL ONE 0.0%
Value ($000) $24 Shares 115 Est. Cost $125.69 Unrealized +47.2%
SCZ ISHARES MSCI 0.0%
Value ($000) $24 Shares 326 Est. Cost $67.70 Unrealized
NOBL PROSHARES S&P 0.0%
Value ($000) $24 Shares 235 Est. Cost $75.88 Unrealized
HOG HARLEY DAVIDSON 0.0%
Value ($000) $24 Shares 999 Est. Cost $37.13 Unrealized -36.0%
LIN LINDE PLC 0.0%
Value ($000) $23 Shares 50 Est. Cost $412.45 Unrealized +9.7%
HDV ISHARES CORE 0.0%
Value ($000) $23 Shares 200 Est. Cost $117.17 Unrealized
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $23 Shares 103 Est. Cost $197.49 Unrealized
HELP CYBIN INC 0.0%
Value ($000) $23 Shares 2,750 Est. Cost $9.89 Unrealized -26.5%
GDX VANECK GOLD 0.0%
Value ($000) $23 Shares 442 Est. Cost $40.77 Unrealized
FTAI FTAI AVIATION 0.0%
Value ($000) $23 Shares 200 Est. Cost $15.67 Unrealized +609.8%
PLTR PALANTIR TECHNOLOGIES 0.0%
Value ($000) $23 Shares 168 Est. Cost $58.25 Unrealized +101.4%
NUMV NUVEEN ESG 0.0%
Value ($000) $23 Shares 634 Est. Cost $33.03 Unrealized
NVO NOVO NORDISK 0.0%
Value ($000) $23 Shares 326 Est. Cost $76.14 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $22 Shares 780 Est. Cost $14.36 Unrealized +49.1%
AVMC AVANTIS U S 0.0%
Value ($000) $21 Shares 324 Est. Cost $61.98 Unrealized
VIGI VANGUARD INTERNATIONAL 0.0%
Value ($000) $21 Shares 234 Est. Cost $79.99 Unrealized
SHW SHERWIN WILLIAMS 0.0%
Value ($000) $21 Shares 60 Est. Cost $240.31 Unrealized +43.4%
WINN HARBOR LONG 0.0%
Value ($000) $20 Shares 700 Est. Cost $24.50 Unrealized
WMB WILLIAMS COS 0.0%
Value ($000) $20 Shares 321 Est. Cost $51.72 Unrealized +11.5%
DFUV DIMENSIONAL US 0.0%
Value ($000) $19 Shares 456 Est. Cost $30.70 Unrealized
GNRC GENERAC HOLDINGS 0.0%
Value ($000) $19 Shares 133 Est. Cost $149.55 Unrealized -18.4%
IHF ISHARES U S 0.0%
Value ($000) $19 Shares 390 Est. Cost $78.01 Unrealized
QTEC FIRST TRUST 0.0%
Value ($000) $19 Shares 89 Est. Cost $197.46 Unrealized
DRS LEONARDO DRS 0.0%
Value ($000) $19 Shares 400 Est. Cost $10.65 Unrealized +274.7%
MAIN MAIN STREET 0.0%
Value ($000) $18 Shares 300 Est. Cost $42.76 Unrealized +29.3%
UAL UNITED AIRLINES 0.0%
Value ($000) $18 Shares 222 Est. Cost $83.36 Unrealized -11.6%
MPT MEDICAL PROPERTIES 0.0%
Value ($000) $18 Shares 4,067 Est. Cost $7.36 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $17 Shares 200 Est. Cost $83.50 Unrealized 0.0%
AVXL ANAVEX LIFE 0.0%
Value ($000) $17 Shares 1,880 Est. Cost $5.63 Unrealized +51.7%
TTC TORO CO 0.0%
Value ($000) $17 Shares 240 Est. Cost $70.95 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES 0.0%
Value ($000) $17 Shares 200 Est. Cost $72.88 Unrealized +2.2%
SMH VANECK SEMICONDUCTOR 0.0%
Value ($000) $17 Shares 60 Est. Cost $278.88 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $17 Shares 125 Est. Cost $119.02 Unrealized -4.6%
EOG EOG RESOURCES 0.0%
Value ($000) $17 Shares 139 Est. Cost $119.76 Unrealized -6.4%
F FORD MOTOR 0.0%
Value ($000) $17 Shares 1,527 Est. Cost $9.36 Unrealized +5.4%
EGP EASTGROUP PROPERTIES 0.0%
Value ($000) $16 Shares 95 Est. Cost $165.32 Unrealized
BLK BLACKROCK FDG 0.0%
Value ($000) $16 Shares 15 Est. Cost $991.05 Unrealized -5.8%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $16 Shares 75 Est. Cost $133.52 Unrealized +30.5%
BMY BRISTOL MYERS 0.0%
Value ($000) $16 Shares 335 Est. Cost $45.16 Unrealized +4.5%
OTTR OTTER TAIL 0.0%
Value ($000) $15 Shares 200 Est. Cost $42.43 Unrealized +79.9%
AVA AVISTA CORP 0.0%
Value ($000) $15 Shares 400 Est. Cost $30.40 Unrealized +25.7%
LHX L3HARRIS TECHNOLOGIES 0.0%
Value ($000) $15 Shares 60 Est. Cost $177.58 Unrealized +27.9%
BX BLACKSTONE INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $133.67 Unrealized +1.1%
RWJ INVESCO S&P 0.0%
Value ($000) $15 Shares 345 Est. Cost $60.46 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $15 Shares 73 Est. Cost $191.27 Unrealized +2.9%
DAL DELTA AIRLINES 0.0%
Value ($000) $14 Shares 287 Est. Cost $30.76 Unrealized +48.1%
COPX GLOBAL X 0.0%
Value ($000) $14 Shares 310 Est. Cost $37.50 Unrealized
SNPE XTRACKERS S&P 0.0%
Value ($000) $14 Shares 252 Est. Cost $29.21 Unrealized
QCLN FIRST TRUST 0.0%
Value ($000) $14 Shares 420 Est. Cost $43.59 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $14 Shares 184 Est. Cost $54.31 Unrealized -1.9%
XYZ BLOCK INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $90.54 Unrealized -35.7%
ESGU ISHARES ESG 0.0%
Value ($000) $14 Shares 100 Est. Cost $107.99 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $13 Shares 17 Est. Cost $421.44 Unrealized +60.0%
KTOS KRATOS DEFENSE 0.0%
Value ($000) $13 Shares 275 Est. Cost $18.54 Unrealized +95.3%
IWB ISHARES RUSSELL 0.0%
Value ($000) $13 Shares 37 Est. Cost $189.19 Unrealized
NLR VANECK URANIUM 0.0%
Value ($000) $13 Shares 113 Est. Cost $111.18 Unrealized
O REALTY INCOME 0.0%
Value ($000) $13 Shares 218 Est. Cost $54.51 Unrealized -0.1%
CGXU CAPITAL GROUP 0.0%
Value ($000) $13 Shares 462 Est. Cost $23.90 Unrealized
VLO VALERO ENERGY 0.0%
Value ($000) $13 Shares 93 Est. Cost $109.51 Unrealized +11.7%
BKR BAKER HUGHES 0.0%
Value ($000) $12 Shares 325 Est. Cost $39.41 Unrealized -5.4%
LOW LOWES COMPANIES 0.0%
Value ($000) $12 Shares 56 Est. Cost $164.88 Unrealized +33.8%
IOO ISHARES GLOBAL 0.0%
Value ($000) $12 Shares 115 Est. Cost $96.93 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $12 Shares 800 Est. Cost $13.35 Unrealized +4.6%
IWR ISHARES RUSSELL 0.0%
Value ($000) $12 Shares 126 Est. Cost $88.40 Unrealized
VNM VANECK VIETNAM 0.0%
Value ($000) $11 Shares 827 Est. Cost $16.66 Unrealized
COWZ PACER US 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.08 Unrealized
XLC COMMUNICATION SERVICES 0.0%
Value ($000) $11 Shares 100 Est. Cost $72.66 Unrealized
VGK VANGUARD FTSE 0.0%
Value ($000) $11 Shares 140 Est. Cost $65.19 Unrealized
MOAT VANECK MORNINGSTAR 0.0%
Value ($000) $11 Shares 115 Est. Cost $80.55 Unrealized
EIDO ISHARES MSCI 0.0%
Value ($000) $10 Shares 595 Est. Cost $25.06 Unrealized
CGGR CAPITAL GROUP 0.0%
Value ($000) $10 Shares 257 Est. Cost $35.28 Unrealized
SCHD SCHWAB US 0.0%
Value ($000) $10 Shares 394 Est. Cost $47.23 Unrealized
VPL VANGUARD FTSE 0.0%
Value ($000) $10 Shares 125 Est. Cost $71.73 Unrealized
PKB INVESCO BUILDING 0.0%
Value ($000) $10 Shares 127 Est. Cost $75.72 Unrealized
DFAT DIMENSIONAL US 0.0%
Value ($000) $10 Shares 189 Est. Cost $42.33 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $10 Shares 85 Est. Cost $131.42 Unrealized -16.7%
CROX CROCS INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $136.46 Unrealized -25.3%
CW CURTISS WRIGHT CORP DE 0.0%
Value ($000) $10 Shares 20 Est. Cost $266.24 Unrealized +48.1%
ADBE ADOBE INC 0.0%
Value ($000) $10 Shares 25 Est. Cost $481.05 Unrealized -19.9%
VXF VANGUARD EXTENDED 0.0%
Value ($000) $10 Shares 50 Est. Cost $132.86 Unrealized
RGA REINSURANCE GROUP 0.0%
Value ($000) $10 Shares 48 Est. Cost $199.76 Unrealized -2.3%
BK BANK NEW YORK 0.0%
Value ($000) $9 Shares 103 Est. Cost $55.73 Unrealized +50.6%
NOW SERVICENOW INC 0.0%
Value ($000) $9 Shares 9 Est. Cost $202.58 Unrealized -6.9%
INFY INFOSYS LTD 0.0%
Value ($000) $9 Shares 496 Est. Cost $12.10 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $9 Shares 112 Est. Cost $49.62 Unrealized +62.6%
TIP ISHARES TIPS 0.0%
Value ($000) $9 Shares 83 Est. Cost $118.92 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $9 Shares 17 Est. Cost $318.31 Unrealized +50.2%
HYG ISHARES IBOXX 0.0%
Value ($000) $9 Shares 113 Est. Cost $94.28 Unrealized
RSP INVESCO S&P 0.0%
Value ($000) $9 Shares 50 Est. Cost $116.16 Unrealized
BND VANGUARD TOTAL 0.0%
Value ($000) $9 Shares 123 Est. Cost $73.37 Unrealized
GEV GE VERNOVA 0.0%
Value ($000) $9 Shares 17 Est. Cost $212.38 Unrealized +95.9%
FAST FASTENAL CO 0.0%
Value ($000) $9 Shares 214 Est. Cost $37.05 Unrealized +8.3%
MAR MARRIOTT INTL 0.0%
Value ($000) $9 Shares 32 Est. Cost $194.07 Unrealized +28.4%
HII HUNTINGTON INGALLS 0.0%
Value ($000) $9 Shares 36 Est. Cost $210.12 Unrealized +4.9%
WTS WATTS WATER 0.0%
Value ($000) $9 Shares 35 Est. Cost $94.88 Unrealized +137.1%
VRT VERTIV HOLDINGS 0.0%
Value ($000) $9 Shares 67 Est. Cost $90.84 Unrealized +7.0%
OMFS INVESCO RUSSELL 0.0%
Value ($000) $9 Shares 214 Est. Cost $36.19 Unrealized
ARKG ARK GENOMIC 0.0%
Value ($000) $9 Shares 351 Est. Cost $94.02 Unrealized
EOLS EVOLUS INC 0.0%
Value ($000) $9 Shares 927 Est. Cost $14.10 Unrealized -27.4%
SCCO SOUTHERN COPPER 0.0%
Value ($000) $8 Shares 84 Est. Cost $49.13 Unrealized +77.2%
ORION ENERGY 0.0%
Value ($000) $8 Shares 14,000 Est. Cost $0.99 Unrealized
ASML ASML HOLDING 0.0%
Value ($000) $8 Shares 10 Est. Cost $840.00 Unrealized
MTN VAIL RESORTS 0.0%
Value ($000) $8 Shares 50 Est. Cost $236.65 Unrealized -37.2%
WWJD INSPIRE INTL 0.0%
Value ($000) $8 Shares 224 Est. Cost $23.76 Unrealized
ESML ISHARES ESG 0.0%
Value ($000) $8 Shares 185 Est. Cost $27.86 Unrealized
ADI ANALOG DEVICES 0.0%
Value ($000) $8 Shares 32 Est. Cost $186.28 Unrealized +10.6%
SYY SYSCO CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.73 Unrealized -6.1%
PBA PEMBINA PIPELINE 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.28 Unrealized +47.6%
BAH BOOZ ALLEN 0.0%
Value ($000) $7 Shares 72 Est. Cost $135.16 Unrealized -19.1%
KMI KINDER MORGAN 0.0%
Value ($000) $7 Shares 245 Est. Cost $24.88 Unrealized +7.6%
ITW ILLINOIS TOOL 0.0%
Value ($000) $7 Shares 29 Est. Cost $257.33 Unrealized -7.8%
XMMO INVESCO S&P 0.0%
Value ($000) $7 Shares 55 Est. Cost $115.30 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $7 Shares 93 Est. Cost $60.70 Unrealized +16.7%
RIO RIO TINTO 0.0%
Value ($000) $7 Shares 118 Est. Cost $70.02 Unrealized
ISCB ISHARES MORNINGSTAR 0.0%
Value ($000) $7 Shares 115 Est. Cost $58.28 Unrealized
MET METLIFE INC 0.0%
Value ($000) $6 Shares 80 Est. Cost $52.25 Unrealized +45.1%
JOBY JOBY AVIATION 0.0%
Value ($000) $6 Shares 600 Est. Cost $6.63 Unrealized +9.1%
AG FIRST MAJESTIC 0.0%
Value ($000) $6 Shares 765 Est. Cost $11.50 Unrealized -41.5%
LYFT LYFT INC 0.0%
Value ($000) $6 Shares 400 Est. Cost $11.64 Unrealized +20.3%
BAC BANK AMERICA 0.0%
Value ($000) $6 Shares 133 Est. Cost $42.83 Unrealized -3.2%
MCK MCKESSON CORP 0.0%
Value ($000) $6 Shares 8 Est. Cost $552.61 Unrealized +27.3%
LTH LIFE TIME 0.0%
Value ($000) $6 Shares 200 Est. Cost $14.28 Unrealized +107.8%
BA BOEING COMPANY 0.0%
Value ($000) $6 Shares 28 Est. Cost $207.23 Unrealized -8.9%
XLF FINANCIAL SELECT 0.0%
Value ($000) $6 Shares 109 Est. Cost $52.37 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $514.68 Unrealized +7.1%
CMG CHIPOTLE MEXICAN 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.27 Unrealized -15.6%
FBCG FIDELITY BLUE 0.0%
Value ($000) $6 Shares 115 Est. Cost $42.44 Unrealized
SCJ ISHARES MSCI 0.0%
Value ($000) $6 Shares 65 Est. Cost $74.98 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $5 Shares 30 Est. Cost $193.06 Unrealized -10.5%
IYT ISHARES U S 0.0%
Value ($000) $5 Shares 80 Est. Cost $118.41 Unrealized
RNG RINGCENTRAL INC 0.0%
Value ($000) $5 Shares 190 Est. Cost $25.80 Unrealized 0.0%
BSX BOSTON SCIENTIFIC 0.0%
Value ($000) $5 Shares 50 Est. Cost $37.77 Unrealized +167.9%
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $5 Shares 260 Est. Cost $18.53 Unrealized -3.4%
PLD PROLOGIS INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $115.16 Unrealized -11.2%
EQH EQUITABLE HOLDINGS 0.0%
Value ($000) $5 Shares 94 Est. Cost $37.77 Unrealized +34.2%
UA UNDER ARMOUR 0.0%
Value ($000) $5 Shares 800 Est. Cost $6.85 Unrealized -13.9%
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $5 Shares 16 Est. Cost $216.11 Unrealized +22.1%
ECNS ISHARES MSCI 0.0%
Value ($000) $5 Shares 160 Est. Cost $43.75 Unrealized
MSM MSC INDL 0.0%
Value ($000) $5 Shares 59 Est. Cost $80.05 Unrealized -1.3%
AXTA AXALTA COATING 0.0%
Value ($000) $5 Shares 167 Est. Cost $31.14 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $5 Shares 84 Est. Cost $51.35 Unrealized +3.0%
SQM SOCIEDAD QUIMICA 0.0%
Value ($000) $5 Shares 137 Est. Cost $56.43 Unrealized
BBWI BATH & BODY 0.0%
Value ($000) $5 Shares 160 Est. Cost $31.52 Unrealized -10.2%
WRAP WRAP TECHNOLOGIES 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $1.91 Unrealized -21.3%
WBD WARNER BROS 0.0%
Value ($000) $5 Shares 396 Est. Cost $11.08 Unrealized -15.8%
HRL HORMEL FOODS 0.0%
Value ($000) $5 Shares 150 Est. Cost $36.38 Unrealized -19.0%
AVUS AVANTIS U S 0.0%
Value ($000) $5 Shares 45 Est. Cost $90.20 Unrealized
VNQ VANGUARD REAL 0.0%
Value ($000) $4 Shares 50 Est. Cost $85.24 Unrealized
GD GENERAL DYNAMICS 0.0%
Value ($000) $4 Shares 15 Est. Cost $234.24 Unrealized +16.3%
EFV ISHARES MSCI 0.0%
Value ($000) $4 Shares 67 Est. Cost $52.46 Unrealized
FBIN FORTUNE BRANDS 0.0%
Value ($000) $4 Shares 80 Est. Cost $47.96 Unrealized +7.2%
VEU VANGUARD FTSE 0.0%
Value ($000) $4 Shares 61 Est. Cost $54.78 Unrealized
STZ CONSTELLATION BRANDS 0.0%
Value ($000) $4 Shares 25 Est. Cost $170.74 Unrealized +3.5%
CCI CROWN CASTLE 0.0%
Value ($000) $4 Shares 36 Est. Cost $123.74 Unrealized -20.8%
MATW MATTHEWS INTL CORP CL A 0.0%
Value ($000) $4 Shares 153 Est. Cost $30.06 Unrealized -32.4%
ZBH ZIMMER BIOMET 0.0%
Value ($000) $4 Shares 40 Est. Cost $131.26 Unrealized -26.9%
MSGS MADISON SQUARE 0.0%
Value ($000) $4 Shares 17 Est. Cost $165.18 Unrealized +16.6%
MDLZ MONDELEZ INTERNATIONAL 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.47 Unrealized +2.6%
KLG WK KELLOGG 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.93 Unrealized
SCHF SCHWAB INTL 0.0%
Value ($000) $3 Shares 138 Est. Cost $32.36 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $3 Shares 30 Est. Cost $168.67 Unrealized
IAC IAC INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $39.38 Unrealized -8.2%
BLCN SIREN NASDAQ 0.0%
Value ($000) $3 Shares 128 Est. Cost $47.76 Unrealized
BBRE JPMORGAN BETABUILDERS 0.0%
Value ($000) $3 Shares 32 Est. Cost $94.00 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $101.94 Unrealized -71.0%
MGNR AMERICAN BEACON 0.0%
Value ($000) $3 Shares 85 Est. Cost $33.22 Unrealized
DJT TRUMP MEDIA 0.0%
Value ($000) $3 Shares 156 Est. Cost $42.00 Unrealized -48.2%
SILA SILA REALTY 0.0%
Value ($000) $3 Shares 117 Est. Cost $26.71 Unrealized
KHC KRAFT HEINZ 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.63 Unrealized -6.9%
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $2 Shares 19 Est. Cost $45.70 Unrealized +121.7%
ISMD INSPIRE SMALL 0.0%
Value ($000) $2 Shares 63 Est. Cost $29.19 Unrealized
TCAF T ROWE 0.0%
Value ($000) $2 Shares 62 Est. Cost $30.56 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 53 Est. Cost $24.24 Unrealized +66.1%
EXC EXELON CORP 0.0%
Value ($000) $2 Shares 49 Est. Cost $36.34 Unrealized +19.9%
PHM PULTEGROUP INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $112.10 Unrealized -10.6%
FNDX SCHWAB FUNDAMENTAL 0.0%
Value ($000) $2 Shares 78 Est. Cost $36.15 Unrealized
GDXJ VANECK JR 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
CSIQ CANADIAN SOLAR 0.0%
Value ($000) $2 Shares 167 Est. Cost $32.64 Unrealized -70.4%
JPEM JPMORGAN DIVERSIFIED 0.0%
Value ($000) $2 Shares 32 Est. Cost $57.16 Unrealized
XLRE REAL ESTATE 0.0%
Value ($000) $2 Shares 44 Est. Cost $41.57 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $2 Shares 28 Est. Cost $202.32 Unrealized -71.2%
IEFA ISHARES CORE 0.0%
Value ($000) $2 Shares 21 Est. Cost $83.48 Unrealized
VO VANGUARD MID 0.0%
Value ($000) $2 Shares 6 Est. Cost $279.83 Unrealized
ZIM ZIM INTEGRATED 0.0%
Value ($000) $2 Shares 97 Est. Cost $41.32 Unrealized -61.9%
AMP AMERIPRISE FINANCIAL 0.0%
Value ($000) $1 Shares 3 Est. Cost $509.53 Unrealized -3.8%
FNDE SCHWAB FUNDAMENTAL 0.0%
Value ($000) $1 Shares 43 Est. Cost $30.79 Unrealized
VAC MARRIOTT VACATIONS 0.0%
Value ($000) $1 Shares 19 Est. Cost $86.60 Unrealized -27.1%
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $129.50 Unrealized -2.2%
GLW CORNING INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $40.86 Unrealized +13.3%
EPI WISDOMTREE INDIA 0.0%
Value ($000) $1 Shares 26 Est. Cost $43.69 Unrealized
FIP FTAI INFRASTRUCTURE 0.0%
Value ($000) $1 Shares 200 Est. Cost $2.61 Unrealized +90.8%
FNDA SCHWAB FUNDAMENTAL 0.0%
Value ($000) $1 Shares 42 Est. Cost $27.38 Unrealized
BP BP PLC 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
VOD VODAFONE GROUP 0.0%
Value ($000) $1 Shares 109 Est. Cost $8.85 Unrealized
FELG FIDELITY ENHANCED 0.0%
Value ($000) $1 Shares 28 Est. Cost $37.04 Unrealized
GEHC GE HEALTHCARE 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.46 Unrealized -2.7%
TECH BIO-TECHNE 0.0%
Value ($000) $1 Shares 20 Est. Cost $72.99 Unrealized -31.4%
ELS EQUITY LIFESTYLE 0.0%
Value ($000) $1 Shares 15 Est. Cost $88.24 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $8.19 Unrealized +35.1%
SCHA SCHWAB US 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.43 Unrealized
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $1 Shares 4 Est. Cost $145.81 Unrealized +18.0%
BHF BRIGHTHOUSE FINANCIAL 0.0%
Value ($000) $1 Shares 13 Est. Cost $46.97 Unrealized +19.7%
MJ AMPLIFY ALTERNATIVE 0.0%
Value ($000) $1 Shares 38 Est. Cost $19.50 Unrealized
ASB ASSOCIATED BANC 0.0%
Value ($000) $1 Shares 28 Est. Cost $14.77 Unrealized +48.9%
VOE VANGUARD MID 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.50 Unrealized
ANGI ANGI INC 0.0%
Value ($000) $1 Shares 42 Est. Cost $14.45 Unrealized 0.0%
TWIN TWIN DISC 0.0%
Value ($000) $1 Shares 66 Est. Cost $10.11 Unrealized -27.8%
GOVT ISHARES U S 0.0%
Value ($000) $1 Shares 25 Est. Cost $23.00 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 80 Est. Cost $40.34 Unrealized -89.5%
FITB FIFTH THIRD 0.0%
Value ($000) $1 Shares 13 Est. Cost $40.69 Unrealized -10.2%
ORC ORCHID ISLAND 0.0%
Value ($000) $0 Shares 66 Est. Cost $7.78 Unrealized
VTIP VANGUARD SHORT 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.22 Unrealized
PNW PINNACLE WEST 0.0%
Value ($000) $0 Shares 5 Est. Cost $65.26 Unrealized +36.9%
PDBC INVESCO OPTIMUM 0.0%
Value ($000) $0 Shares 33 Est. Cost $13.63 Unrealized
NKE NIKE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $80.35 Unrealized -26.5%
IGF ISHARES GLOBAL 0.0%
Value ($000) $0 Shares 7 Est. Cost $59.14 Unrealized
QSR RESTAURANT BRANDS 0.0%
Value ($000) $0 Shares 6 Est. Cost $66.92 Unrealized -0.2%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $71.20 Unrealized -0.0%
LILAK LIBERTY LATIN 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.39 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $0 Shares 27 Est. Cost $21.21 Unrealized -42.5%
LILA LIBERTY LATIN 0.0%
Value ($000) $0 Shares 50 Est. Cost $5.33 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES 0.0%
Value ($000) $0 Shares 67 Est. Cost $4.80 Unrealized -19.2%
UEC URANIUM ENERGY 0.0%
Value ($000) $0 Shares 33 Est. Cost $7.65 Unrealized -26.8%
LE LANDS END 0.0%
Value ($000) $0 Shares 19 Est. Cost $13.08 Unrealized -30.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $82.83 Unrealized +2.8%
ACCO ACCO BRANDS 0.0%
Value ($000) $0 Shares 18 Est. Cost $6.90 Unrealized -49.3%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
AVNS AVANOS MEDICAL 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.21 Unrealized -65.3%