Centric Wealth Management Diversified Active

CIK: 0001752761 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $449,477 (100.0% shares, 0.0% debt)

Holdings (190)

UPS UNITED PARCEL SERVICE INC 6.4%
Value ($000) $28,904 Shares 299,774 Est. Cost $87.71 Unrealized +0.5%
VOO VANGUARD INDEX FDS 4.7%
Value ($000) $20,910 Shares 33,347 Est. Cost $585.74 Unrealized
AAPL APPLE INC 4.1%
Value ($000) $18,249 Shares 67,498 Est. Cost $127.98 Unrealized +76.3%
HFSI HARTFORD FDS EXCHANGE TRADED 2.9%
Value ($000) $13,208 Shares 369,880 Est. Cost $34.40 Unrealized
UNH UNITEDHEALTH GROUP INC 2.9%
Value ($000) $12,837 Shares 37,585 Est. Cost $372.47 Unrealized -19.7%
MSFT MICROSOFT CORP 2.3%
Value ($000) $10,173 Shares 19,647 Est. Cost $282.37 Unrealized +80.2%
PALC PACER FDS TR 2.2%
Value ($000) $9,838 Shares 191,095 Est. Cost $43.32 Unrealized
FTLS FIRST TR EXCH TRADED FD III 2.2%
Value ($000) $9,676 Shares 136,318 Est. Cost $59.28 Unrealized
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $9,666 Shares 47,735 Est. Cost $104.94 Unrealized +66.1%
LLY ELI LILLY & CO 1.9%
Value ($000) $8,513 Shares 9,867 Est. Cost $146.46 Unrealized +406.8%
IBDV ISHARES TR 1.9%
Value ($000) $8,411 Shares 380,058 Est. Cost $21.47 Unrealized
SCHR SCHWAB STRATEGIC TR 1.9%
Value ($000) $8,388 Shares 332,987 Est. Cost $24.42 Unrealized
SGOV ISHARES TR 1.7%
Value ($000) $7,476 Shares 74,223 Est. Cost $100.57 Unrealized
VONV VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $7,193 Shares 80,113 Est. Cost $85.98 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.4%
Value ($000) $6,376 Shares 24,894 Est. Cost $125.56 Unrealized +28.5%
SCHD SCHWAB STRATEGIC TR 1.4%
Value ($000) $6,164 Shares 230,440 Est. Cost $41.83 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.3%
Value ($000) $6,061 Shares 30,233 Est. Cost $63.13 Unrealized +156.7%
AMZN AMAZON COM INC 1.3%
Value ($000) $5,645 Shares 23,113 Est. Cost $131.34 Unrealized +72.3%
ABBV ABBVIE INC 1.2%
Value ($000) $5,453 Shares 25,009 Est. Cost $147.67 Unrealized +36.8%
SPTS SPDR SERIES TRUST 1.1%
Value ($000) $4,925 Shares 167,909 Est. Cost $29.22 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $4,879 Shares 15,683 Est. Cost $191.80 Unrealized +54.3%
SCHQ SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,858 Shares 149,004 Est. Cost $32.29 Unrealized
ORCL ORACLE CORP 1.0%
Value ($000) $4,667 Shares 17,771 Est. Cost $50.72 Unrealized +401.1%
WSM WILLIAMS SONOMA INC 1.0%
Value ($000) $4,633 Shares 23,842 Est. Cost $99.00 Unrealized +92.2%
QQQ INVESCO QQQ TR 1.0%
Value ($000) $4,566 Shares 7,258 Est. Cost $505.60 Unrealized
EVR EVERCORE INC 1.0%
Value ($000) $4,521 Shares 15,347 Est. Cost $103.69 Unrealized +200.9%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $4,310 Shares 4,729 Est. Cost $797.34 Unrealized +20.0%
IBDT ISHARES TR 0.9%
Value ($000) $4,250 Shares 166,671 Est. Cost $25.02 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $4,229 Shares 17,519 Est. Cost $212.69 Unrealized
XLF SELECT SECTOR SPDR TR 0.9%
Value ($000) $4,162 Shares 79,470 Est. Cost $51.15 Unrealized
RTX CORPORATION 0.9%
Value ($000) $4,091 Shares 22,919 Est. Cost $178.50 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $3,855 Shares 8,444 Est. Cost $312.47 Unrealized +11.0%
GLD SPDR GOLD TR 0.9%
Value ($000) $3,838 Shares 10,425 Est. Cost $188.21 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.9%
Value ($000) $3,824 Shares 7,043 Est. Cost $360.74 Unrealized +26.1%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $3,818 Shares 24,210 Est. Cost $141.65 Unrealized +7.5%
ETF OPPORTUNITIES TRUST 0.8%
Value ($000) $3,792 Shares 1,251,446 Est. Cost $3.03 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $3,687 Shares 19,520 Est. Cost $148.78 Unrealized +13.9%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,673 Shares 32,120 Est. Cost $84.18 Unrealized +30.3%
XLU SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,625 Shares 40,685 Est. Cost $84.64 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $3,581 Shares 23,815 Est. Cost $139.48 Unrealized +11.1%
WMT WALMART INC 0.8%
Value ($000) $3,564 Shares 35,225 Est. Cost $81.09 Unrealized +22.4%
IVV ISHARES TR 0.8%
Value ($000) $3,512 Shares 5,125 Est. Cost $391.19 Unrealized
MTG MGIC INVT CORP WIS 0.8%
Value ($000) $3,497 Shares 127,520 Est. Cost $14.81 Unrealized +84.0%
ADI ANALOG DEVICES INC 0.8%
Value ($000) $3,421 Shares 14,614 Est. Cost $164.57 Unrealized +45.2%
DKS DICKS SPORTING GOODS INC 0.8%
Value ($000) $3,415 Shares 15,423 Est. Cost $54.53 Unrealized +295.3%
XLC SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,405 Shares 29,658 Est. Cost $102.22 Unrealized
DIVO AMPLIFY ETF TR 0.7%
Value ($000) $3,333 Shares 74,190 Est. Cost $41.93 Unrealized
V VISA INC 0.7%
Value ($000) $3,321 Shares 9,746 Est. Cost $192.17 Unrealized +79.6%
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $3,250 Shares 22,529 Est. Cost $144.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $3,198 Shares 6,696 Est. Cost $346.98 Unrealized +39.6%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $3,161 Shares 5,726 Est. Cost $279.14 Unrealized +105.4%
TJX TJX COS INC NEW 0.7%
Value ($000) $3,105 Shares 22,158 Est. Cost $59.57 Unrealized +122.1%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $3,079 Shares 25,701 Est. Cost $93.34 Unrealized +20.3%
SNA SNAP ON INC 0.7%
Value ($000) $3,006 Shares 8,958 Est. Cost $221.63 Unrealized +46.1%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $3,001 Shares 11,530 Est. Cost $184.58 Unrealized +61.3%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,983 Shares 6,065 Est. Cost $489.05 Unrealized -8.4%
AIG AMERICAN INTL GROUP INC 0.6%
Value ($000) $2,908 Shares 36,828 Est. Cost $54.99 Unrealized +43.9%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $2,877 Shares 109,862 Est. Cost $25.88 Unrealized +4.2%
UNP UNION PAC CORP 0.6%
Value ($000) $2,736 Shares 12,415 Est. Cost $186.61 Unrealized +19.6%
QCOM QUALCOMM INC 0.6%
Value ($000) $2,671 Shares 14,765 Est. Cost $146.68 Unrealized +7.2%
GOOG ALPHABET INC 0.6%
Value ($000) $2,666 Shares 9,460 Est. Cost $113.40 Unrealized +85.1%
HERD PACER FDS TR 0.6%
Value ($000) $2,608 Shares 60,777 Est. Cost $37.35 Unrealized
CF CF INDS HLDGS INC 0.6%
Value ($000) $2,532 Shares 30,401 Est. Cost $76.07 Unrealized +16.2%
PFG PRINCIPAL FINANCIAL GROUP IN 0.6%
Value ($000) $2,508 Shares 29,838 Est. Cost $75.17 Unrealized +4.6%
MPC MARATHON PETE CORP 0.6%
Value ($000) $2,481 Shares 12,729 Est. Cost $93.43 Unrealized +86.7%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $2,452 Shares 12,273 Est. Cost $216.33 Unrealized +3.4%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $2,424 Shares 9,691 Est. Cost $267.98 Unrealized -2.8%
AVGO BROADCOM INC 0.5%
Value ($000) $2,324 Shares 6,288 Est. Cost $135.80 Unrealized +125.1%
INGR INGREDION INC 0.5%
Value ($000) $2,309 Shares 20,004 Est. Cost $106.44 Unrealized +21.1%
FNGU BANK MONTREAL QUE 0.5%
Value ($000) $2,294 Shares 70,533 Est. Cost $25.73 Unrealized
KBDC KAYNE ANDERSON BDC INC 0.5%
Value ($000) $2,059 Shares 143,369 Est. Cost $14.56 Unrealized -1.5%
MOH MOLINA HEALTHCARE INC 0.4%
Value ($000) $1,850 Shares 12,084 Est. Cost $245.36 Unrealized -25.0%
IBDR ISHARES TR 0.4%
Value ($000) $1,796 Shares 73,956 Est. Cost $24.09 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $1,670 Shares 5,938 Est. Cost $116.86 Unrealized +79.0%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,638 Shares 4,882 Est. Cost $319.58 Unrealized
ALLE ALLEGION PLC 0.4%
Value ($000) $1,617 Shares 9,755 Est. Cost $107.84 Unrealized +53.1%
USMV ISHARES TR 0.3%
Value ($000) $1,561 Shares 16,749 Est. Cost $54.58 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,511 Shares 19,611 Est. Cost $52.90 Unrealized +60.0%
COIN COINBASE GLOBAL INC 0.3%
Value ($000) $1,385 Shares 4,029 Est. Cost $339.07 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,357 Shares 1,990 Est. Cost $487.43 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,318 Shares 4,417 Est. Cost $200.00 Unrealized +50.7%
BTGD TIDAL TRUST II 0.3%
Value ($000) $1,254 Shares 29,648 Est. Cost $26.37 Unrealized
SFY TIDAL TRUST I 0.3%
Value ($000) $1,245 Shares 9,283 Est. Cost $108.84 Unrealized
KLAC KLA CORP 0.3%
Value ($000) $1,217 Shares 1,007 Est. Cost $415.91 Unrealized +123.7%
BOIL PROSHARES TR II 0.3%
Value ($000) $1,204 Shares 40,000 Est. Cost $31.82 Unrealized
RPAR TIDAL TRUST I 0.3%
Value ($000) $1,151 Shares 53,445 Est. Cost $21.54 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $1,080 Shares 18,646 Est. Cost $56.21 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,065 Shares 13,087 Est. Cost $56.34 Unrealized +28.2%
MAGG MADISON ETFS TRUST 0.2%
Value ($000) $1,059 Shares 51,524 Est. Cost $19.90 Unrealized
MSTI MADISON ETFS TRUST 0.2%
Value ($000) $1,046 Shares 50,728 Est. Cost $20.47 Unrealized
IYY ISHARES TR 0.2%
Value ($000) $970 Shares 5,840 Est. Cost $105.96 Unrealized
FIAX TIDAL TRUST II 0.2%
Value ($000) $962 Shares 53,311 Est. Cost $19.42 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $923 Shares 4,583 Est. Cost $169.78 Unrealized +22.0%
WOMN TIDAL TRUST III 0.2%
Value ($000) $894 Shares 21,856 Est. Cost $35.23 Unrealized
MTH MERITAGE HOMES CORP 0.2%
Value ($000) $878 Shares 12,994 Est. Cost $71.70 Unrealized +3.6%
GVLU TIDAL TRUST I 0.2%
Value ($000) $877 Shares 35,046 Est. Cost $21.99 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $822 Shares 11,018 Est. Cost $73.76 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $766 Shares 2,704 Est. Cost $145.37 Unrealized +89.9%
PFE PFIZER INC 0.2%
Value ($000) $761 Shares 30,866 Est. Cost $26.29 Unrealized -8.1%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $758 Shares 10,162 Est. Cost $74.63 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $726 Shares 2,361 Est. Cost $120.22 Unrealized +115.9%
DARP TIDAL TRUST II 0.2%
Value ($000) $723 Shares 16,078 Est. Cost $30.43 Unrealized
CCSB TIDAL TRUST II 0.2%
Value ($000) $722 Shares 35,795 Est. Cost $20.30 Unrealized
MAIA MAIA BIOTECHNOLOGY INC 0.2%
Value ($000) $713 Shares 574,898 Est. Cost $1.95 Unrealized -16.1%
MMLG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $667 Shares 18,068 Est. Cost $27.38 Unrealized
PSFF PACER FDS TR 0.1%
Value ($000) $664 Shares 20,801 Est. Cost $26.29 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $646 Shares 8,833 Est. Cost $49.23 Unrealized +36.9%
HUBB HUBBELL INC 0.1%
Value ($000) $643 Shares 1,368 Est. Cost $140.57 Unrealized +204.6%
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $633 Shares 23,107 Est. Cost $26.57 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $623 Shares 8,402 Est. Cost $74.13 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $605 Shares 3,691 Est. Cost $71.18 Unrealized +105.7%
CRPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $601 Shares 27,878 Est. Cost $8.83 Unrealized
AGQI FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $598 Shares 36,891 Est. Cost $14.10 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $594 Shares 915 Est. Cost $319.60 Unrealized +132.6%
BA BOEING CO 0.1%
Value ($000) $586 Shares 2,917 Est. Cost $205.91 Unrealized +9.5%
MFUT TIDAL TRUST II 0.1%
Value ($000) $576 Shares 37,129 Est. Cost $16.48 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $570 Shares 987 Est. Cost $228.53 Unrealized +86.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $555 Shares 1,538 Est. Cost $149.70 Unrealized +111.5%
HAUS TIDAL TRUST I 0.1%
Value ($000) $551 Shares 32,484 Est. Cost $19.18 Unrealized
ILDR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $520 Shares 15,136 Est. Cost $23.78 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $520 Shares 2,045 Est. Cost $147.41 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $492 Shares 1,558 Est. Cost $274.39 Unrealized
MYLD CAMBRIA ETF TR 0.1%
Value ($000) $488 Shares 19,238 Est. Cost $27.14 Unrealized
CDW CDW CORP 0.1%
Value ($000) $487 Shares 3,055 Est. Cost $140.70 Unrealized +20.0%
GWW GRAINGER W W INC 0.1%
Value ($000) $474 Shares 484 Est. Cost $917.50 Unrealized +9.1%
BGIG ETF SER SOLUTIONS 0.1%
Value ($000) $474 Shares 14,848 Est. Cost $30.46 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $463 Shares 4,824 Est. Cost $72.47 Unrealized +32.5%
EZM WISDOMTREE TR 0.1%
Value ($000) $455 Shares 7,018 Est. Cost $38.16 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $454 Shares 406 Est. Cost $46.94 Unrealized +160.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value ($000) $449 Shares 1,416 Est. Cost $481.84 Unrealized -36.0%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $443 Shares 5,517 Est. Cost $65.35 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $436 Shares 1,451 Est. Cost $247.95 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $416 Shares 82 Est. Cost $2671.44 Unrealized +108.3%
PEP PEPSICO INC 0.1%
Value ($000) $416 Shares 2,849 Est. Cost $125.99 Unrealized +11.5%
WTMF WISDOMTREE TR 0.1%
Value ($000) $416 Shares 10,936 Est. Cost $35.10 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $378 Shares 4,402 Est. Cost $76.14 Unrealized +6.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $377 Shares 7,050 Est. Cost $37.84 Unrealized +27.8%
HTUS CAPITOL SER TR 0.1%
Value ($000) $376 Shares 8,626 Est. Cost $41.97 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $376 Shares 3,038 Est. Cost $102.63 Unrealized +27.3%
ASML ASML HOLDING N V 0.1%
Value ($000) $370 Shares 349 Est. Cost $680.71 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $364 Shares 1,178 Est. Cost $200.69 Unrealized +35.9%
ITA ISHARES TR 0.1%
Value ($000) $344 Shares 1,594 Est. Cost $123.20 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $343 Shares 6,930 Est. Cost $88.15 Unrealized
TAIL CAMBRIA ETF TR 0.1%
Value ($000) $339 Shares 28,605 Est. Cost $12.11 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $338 Shares 437 Est. Cost $407.15 Unrealized +80.5%
TKO TKO GROUP HOLDINGS INC 0.1%
Value ($000) $337 Shares 1,789 Est. Cost $112.93 Unrealized +60.8%
SRE SEMPRA 0.1%
Value ($000) $334 Shares 3,633 Est. Cost $67.33 Unrealized +18.6%
BLK BLACKROCK INC 0.1%
Value ($000) $326 Shares 301 Est. Cost $990.89 Unrealized +11.9%
KSPY KRANESHARES TRUST 0.1%
Value ($000) $326 Shares 11,296 Est. Cost $25.39 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $319 Shares 1,341 Est. Cost $222.84 Unrealized +9.6%
IUS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $316 Shares 5,625 Est. Cost $51.33 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $309 Shares 1,530 Est. Cost $192.11 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $306 Shares 1,207 Est. Cost $239.79 Unrealized -4.8%
SLV ISHARES SILVER TR 0.1%
Value ($000) $305 Shares 6,941 Est. Cost $30.99 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $304 Shares 1,382 Est. Cost $186.07 Unrealized +17.1%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $297 Shares 1,918 Est. Cost $155.06 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $297 Shares 1,208 Est. Cost $143.77 Unrealized +67.1%
MCK MCKESSON CORP 0.1%
Value ($000) $294 Shares 362 Est. Cost $703.74 Unrealized -0.1%
BE BLOOM ENERGY CORP 0.1%
Value ($000) $284 Shares 2,148 Est. Cost $46.44 Unrealized 0.0%
IJH ISHARES TR 0.1%
Value ($000) $280 Shares 4,320 Est. Cost $64.93 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $273 Shares 909 Est. Cost $241.83 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $270 Shares 3,577 Est. Cost $58.96 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $268 Shares 3,119 Est. Cost $73.31 Unrealized
UNG UNITED STS NAT GAS FD LP 0.1%
Value ($000) $265 Shares 20,000 Est. Cost $13.20 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $263 Shares 1,130 Est. Cost $180.58 Unrealized +0.1%
XEL XCEL ENERGY INC 0.1%
Value ($000) $258 Shares 3,183 Est. Cost $56.73 Unrealized +25.8%
FXI ISHARES TR 0.1%
Value ($000) $251 Shares 6,320 Est. Cost $35.84 Unrealized
NVDL GRANITESHARES ETF TR 0.1%
Value ($000) $249 Shares 2,900 Est. Cost Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $248 Shares 653 Est. Cost $214.89 Unrealized +81.1%
INTC INTEL CORP 0.1%
Value ($000) $244 Shares 6,109 Est. Cost $24.23 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $244 Shares 456 Est. Cost $399.89 Unrealized +20.0%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $241 Shares 3,875 Est. Cost $66.13 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $241 Shares 1,928 Est. Cost $114.74 Unrealized
BLACKROCK FLOATING RATE INC 0.1%
Value ($000) $236 Shares 19,859 Est. Cost $12.42 Unrealized
TRND PACER FDS TR 0.1%
Value ($000) $228 Shares 6,663 Est. Cost $30.60 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $226 Shares 2,508 Est. Cost $90.50 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $226 Shares 3,780 Est. Cost $54.62 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $224 Shares 607 Est. Cost $282.18 Unrealized +21.7%
EWG ISHARES INC 0.0%
Value ($000) $219 Shares 5,380 Est. Cost $42.34 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $212 Shares 2,535 Est. Cost $83.45 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $210 Shares 775 Est. Cost $270.38 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $210 Shares 467 Est. Cost $388.50 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $202 Shares 87 Est. Cost $1984.94 Unrealized +20.9%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $133 Shares 27,424 Est. Cost $5.01 Unrealized
BAK BRASKEM S A 0.0%
Value ($000) $100 Shares 40,000 Est. Cost $3.20 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $99 Shares 22,500 Est. Cost $3.49 Unrealized +12.7%
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $97 Shares 11,766 Est. Cost $8.83 Unrealized
FSM FORTUNA MNG CORP 0.0%
Value ($000) $83 Shares 10,000 Est. Cost $6.19 Unrealized +17.8%
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $83 Shares 10,064 Est. Cost $3.94 Unrealized +49.8%
COTY COTY INC 0.0%
Value ($000) $79 Shares 20,000 Est. Cost $10.71 Unrealized -57.2%