Waterloo Capital, L.P. Diversified Active

CIK: 0001730942 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value ($000): $1,344,884 (100.0% shares, 0.0% debt)

Holdings (455)

IVV ISHARES S&P 500 INDEX 3.7%
Value ($000) $49,886 Shares 74,534 Est. Cost $488.27 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 3.2%
Value ($000) $42,894 Shares 410,427 Est. Cost $76.32 Unrealized
WMT WALMART INC COM 3.1%
Value ($000) $41,594 Shares 403,744 Est. Cost $71.43 Unrealized +38.9%
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 2.7%
Value ($000) $36,532 Shares 841,167 Est. Cost $31.03 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $33,635 Shares 132,095 Est. Cost $181.19 Unrealized +24.5%
QQQM INVESCO NASDAQ 100 ETF 2.3%
Value ($000) $31,428 Shares 127,179 Est. Cost $182.98 Unrealized
NVDA NVIDIA CORP 2.3%
Value ($000) $31,201 Shares 167,225 Est. Cost $118.33 Unrealized +47.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 2.3%
Value ($000) $30,915 Shares 151,850 Est. Cost $171.52 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 2.2%
Value ($000) $29,091 Shares 485,504 Est. Cost $50.31 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.1%
Value ($000) $28,153 Shares 148,407 Est. Cost $168.00 Unrealized
MSFT MICROSOFT 1.7%
Value ($000) $23,456 Shares 45,286 Est. Cost $333.72 Unrealized +52.4%
IEFA ISHARES CORE MSCI EAFE ETF 1.7%
Value ($000) $23,437 Shares 268,430 Est. Cost $76.05 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 1.7%
Value ($000) $23,173 Shares 231,193 Est. Cost $100.17 Unrealized
IDUB APTUS INTERNATIONAL ENHANCED YIELD 1.6%
Value ($000) $21,993 Shares 933,883 Est. Cost $20.08 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 1.6%
Value ($000) $21,180 Shares 445,422 Est. Cost $46.92 Unrealized
DRSK APTUS DEFINED RISK ETF 1.5%
Value ($000) $20,353 Shares 705,979 Est. Cost $27.65 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1.5%
Value ($000) $19,658 Shares 298,205 Est. Cost $56.10 Unrealized
OSCV OPUS SMALL CAP VALUE ETF 1.3%
Value ($000) $17,321 Shares 453,071 Est. Cost $28.48 Unrealized
AVGO BROADCOM INC COM 1.2%
Value ($000) $15,820 Shares 47,952 Est. Cost $153.07 Unrealized +99.7%
VOO VANGUARD S&P 500 ETF 1.2%
Value ($000) $15,664 Shares 25,578 Est. Cost $392.56 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.1%
Value ($000) $14,434 Shares 135,541 Est. Cost $106.31 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 1.0%
Value ($000) $13,215 Shares 258,789 Est. Cost $31.33 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 1.0%
Value ($000) $13,120 Shares 453,988 Est. Cost $28.71 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.0%
Value ($000) $13,053 Shares 166,617 Est. Cost $56.47 Unrealized
AMZN AMAZON.COM INC 1.0%
Value ($000) $12,919 Shares 58,836 Est. Cost $164.16 Unrealized +37.9%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.9%
Value ($000) $12,372 Shares 128,261 Est. Cost $95.36 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.8%
Value ($000) $11,256 Shares 221,451 Est. Cost $50.09 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.8%
Value ($000) $11,114 Shares 16,682 Est. Cost $504.86 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.8%
Value ($000) $11,079 Shares 205,665 Est. Cost $46.21 Unrealized
UPSD APTUS LARGE CAP UPSIDE ETF 0.8%
Value ($000) $10,614 Shares 398,055 Est. Cost $24.16 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.8%
Value ($000) $10,180 Shares 235,112 Est. Cost $42.54 Unrealized
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.7%
Value ($000) $9,701 Shares 405,238 Est. Cost $23.73 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $9,240 Shares 170,540 Est. Cost $41.24 Unrealized
META META PLATFORMS INC CL A 0.7%
Value ($000) $9,072 Shares 12,354 Est. Cost $466.10 Unrealized +59.5%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $8,408 Shares 34,523 Est. Cost $155.88 Unrealized +34.7%
JPIE JPMORGAN INCOME ETF 0.6%
Value ($000) $8,391 Shares 180,804 Est. Cost $46.09 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.6%
Value ($000) $8,025 Shares 313,469 Est. Cost $25.21 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.6%
Value ($000) $7,440 Shares 169,080 Est. Cost $44.38 Unrealized
TSLA TESLA MOTORS INC 0.6%
Value ($000) $7,425 Shares 16,696 Est. Cost $255.29 Unrealized +35.9%
DUBS APTUS LARGE CAP ENHANCED YIELD ETF 0.6%
Value ($000) $7,401 Shares 202,491 Est. Cost $25.18 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $7,353 Shares 93,177 Est. Cost $76.76 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.5%
Value ($000) $7,233 Shares 90,179 Est. Cost $71.73 Unrealized
FXI ISHARES FTSE CHINA ETF 0.5%
Value ($000) $7,067 Shares 171,779 Est. Cost $38.06 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $6,931 Shares 62,182 Est. Cost $110.80 Unrealized
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $6,873 Shares 42,371 Est. Cost $100.74 Unrealized +64.0%
SMH VANECK SEMICONDUCTOR ETF 0.5%
Value ($000) $6,650 Shares 20,377 Est. Cost $290.99 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $6,532 Shares 26,868 Est. Cost $137.94 Unrealized +51.7%
JPM JPMORGAN CHASE & CO. COM 0.5%
Value ($000) $6,413 Shares 20,330 Est. Cost $151.61 Unrealized +95.2%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.5%
Value ($000) $6,379 Shares 32,797 Est. Cost $150.53 Unrealized
IAU ISHARES GOLD TRUST 0.5%
Value ($000) $6,361 Shares 87,408 Est. Cost $58.13 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.5%
Value ($000) $6,203 Shares 52,404 Est. Cost $75.18 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.5%
Value ($000) $6,119 Shares 61,040 Est. Cost $100.03 Unrealized
BX BLACKSTONE GROUP LP 0.4%
Value ($000) $5,847 Shares 34,221 Est. Cost $95.62 Unrealized +77.2%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.4%
Value ($000) $5,707 Shares 87,789 Est. Cost $57.98 Unrealized
QQQ POWERSHARES QQQ TR 0.4%
Value ($000) $5,666 Shares 9,438 Est. Cost $370.81 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $5,560 Shares 84,158 Est. Cost $39.25 Unrealized +56.5%
V VISA INC 0.4%
Value ($000) $5,499 Shares 16,107 Est. Cost $257.56 Unrealized +34.0%
NFLX NETFLIX COM INC 0.4%
Value ($000) $5,334 Shares 4,449 Est. Cost $66.71 Unrealized +83.0%
STX SEAGATE TECHNOLOGY 0.4%
Value ($000) $5,322 Shares 22,546 Est. Cost $75.32 Unrealized +125.3%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $5,240 Shares 62,520 Est. Cost $46.21 Unrealized +74.2%
ABBV ABBVIE INC COM 0.4%
Value ($000) $5,092 Shares 21,991 Est. Cost $160.76 Unrealized +25.6%
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $5,067 Shares 120,024 Est. Cost $32.45 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.4%
Value ($000) $4,913 Shares 25,779 Est. Cost $150.98 Unrealized +17.0%
SCHX Schwab US Large Cap ETF 0.4%
Value ($000) $4,878 Shares 185,178 Est. Cost $31.96 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.4%
Value ($000) $4,876 Shares 261,598 Est. Cost $15.03 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value ($000) $4,846 Shares 26,566 Est. Cost $48.67 Unrealized +233.0%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.4%
Value ($000) $4,759 Shares 126,007 Est. Cost $35.56 Unrealized
URI UNITED RENTALS INC 0.3%
Value ($000) $4,615 Shares 4,834 Est. Cost $484.21 Unrealized +83.5%
RITM RITHM CAPITAL CORP COM NEW 0.3%
Value ($000) $4,571 Shares 401,336 Est. Cost $10.87 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.3%
Value ($000) $4,528 Shares 81,845 Est. Cost $50.36 Unrealized
DLR DIGITAL REALTY TRUST INC 0.3%
Value ($000) $4,514 Shares 26,109 Est. Cost $151.28 Unrealized +11.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $4,509 Shares 8,968 Est. Cost $411.78 Unrealized +17.6%
LNC LINCOLN NATL CORP IND COM 0.3%
Value ($000) $4,434 Shares 109,954 Est. Cost $23.98 Unrealized +57.7%
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 0.3%
Value ($000) $4,389 Shares 98,196 Est. Cost $42.24 Unrealized
TMUS T-MOBILE US INC COM 0.3%
Value ($000) $4,282 Shares 17,890 Est. Cost $175.76 Unrealized +36.7%
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $4,257 Shares 65,490 Est. Cost $61.76 Unrealized
ATO ATMOS ENERGY CORP COM 0.3%
Value ($000) $4,170 Shares 24,422 Est. Cost $134.98 Unrealized +18.6%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $4,166 Shares 22,470 Est. Cost $151.38 Unrealized +12.0%
SPG SIMON PROPERTY GROUP INC 0.3%
Value ($000) $4,161 Shares 22,174 Est. Cost $121.05 Unrealized +39.7%
DEFR APTUS DEFERRED INCOME ETF 0.3%
Value ($000) $4,155 Shares 158,212 Est. Cost $25.66 Unrealized
SO SOUTHERN CO COM 0.3%
Value ($000) $4,105 Shares 43,320 Est. Cost $76.68 Unrealized +20.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,059 Shares 26,320 Est. Cost $149.07 Unrealized
ORCL ORACLE CORPORATION 0.3%
Value ($000) $4,050 Shares 14,400 Est. Cost $126.76 Unrealized +100.5%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $4,015 Shares 141,827 Est. Cost $17.43 Unrealized +54.8%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $3,872 Shares 20,134 Est. Cost $201.75 Unrealized +1.4%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $3,838 Shares 40,984 Est. Cost $79.13 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $3,824 Shares 33,916 Est. Cost $103.89 Unrealized +5.6%
CWEN/A CLEARWAY ENERGY INC CL A 0.3%
Value ($000) $3,824 Shares 141,987 Est. Cost $20.77 Unrealized +34.4%
NOW SERVICENOW INC COM 0.3%
Value ($000) $3,820 Shares 4,151 Est. Cost $162.13 Unrealized +15.2%
AM ANTERO MIDSTREAM CORP COM 0.3%
Value ($000) $3,815 Shares 196,239 Est. Cost $13.15 Unrealized +33.7%
JUCY APTUS ENHANCED YIELD ETF 0.3%
Value ($000) $3,765 Shares 168,937 Est. Cost $24.34 Unrealized
MMM 3M CO COM 0.3%
Value ($000) $3,703 Shares 23,865 Est. Cost $110.49 Unrealized +38.6%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.3%
Value ($000) $3,622 Shares 138,916 Est. Cost $24.42 Unrealized +16.1%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $3,611 Shares 186,414 Est. Cost $20.43 Unrealized
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $3,544 Shares 68,695 Est. Cost $40.07 Unrealized +20.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $3,496 Shares 10,653 Est. Cost $227.84 Unrealized
KO COCA COLA CO COM 0.3%
Value ($000) $3,453 Shares 52,061 Est. Cost $64.20 Unrealized +5.8%
HD HOME DEPOT 0.3%
Value ($000) $3,385 Shares 8,354 Est. Cost $320.58 Unrealized +21.4%
LADR LADDER CAP CORP CL A 0.2%
Value ($000) $3,314 Shares 303,753 Est. Cost $11.23 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $3,307 Shares 74,233 Est. Cost $28.87 Unrealized +49.1%
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $3,227 Shares 216,133 Est. Cost $14.99 Unrealized +16.3%
TNL TRAVEL PLUS LEISURE CO COM 0.2%
Value ($000) $3,134 Shares 52,688 Est. Cost $34.72 Unrealized +70.3%
ARCC ARES CAPITAL CORP COM 0.2%
Value ($000) $3,077 Shares 150,736 Est. Cost $16.66 Unrealized +28.0%
PWR QUANTA SERVICES INC 0.2%
Value ($000) $3,037 Shares 7,329 Est. Cost $276.42 Unrealized +40.5%
HTGC HERCULES CAPITAL INC COM 0.2%
Value ($000) $2,989 Shares 158,053 Est. Cost $16.92 Unrealized +13.3%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.2%
Value ($000) $2,858 Shares 291,903 Est. Cost $9.80 Unrealized
VNO VORNADO REALTY TRUST 0.2%
Value ($000) $2,826 Shares 69,724 Est. Cost $30.47 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $2,809 Shares 28,673 Est. Cost $74.30 Unrealized +25.9%
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.2%
Value ($000) $2,772 Shares 108,668 Est. Cost $25.51 Unrealized
BLK BLACKROCK INC 0.2%
Value ($000) $2,757 Shares 2,365 Est. Cost $894.46 Unrealized +24.0%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $2,694 Shares 3,530 Est. Cost $712.84 Unrealized +4.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,662 Shares 22,273 Est. Cost $119.22 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $2,647 Shares 7,073 Est. Cost $308.13 Unrealized +17.9%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $2,627 Shares 17,097 Est. Cost $148.82 Unrealized +4.1%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,564 Shares 33,959 Est. Cost $65.22 Unrealized +10.7%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $2,554 Shares 58,106 Est. Cost $38.58 Unrealized +10.1%
FE FIRSTENERGY CORP 0.2%
Value ($000) $2,543 Shares 55,493 Est. Cost $40.53 Unrealized +3.9%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $2,539 Shares 17,567 Est. Cost $98.08 Unrealized +34.9%
LTC LTC PPTYS INC COM 0.2%
Value ($000) $2,520 Shares 68,376 Est. Cost $33.09 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $2,513 Shares 8,270 Est. Cost $293.91 Unrealized +2.5%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.2%
Value ($000) $2,497 Shares 78,262 Est. Cost $32.45 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $2,493 Shares 24,752 Est. Cost $100.69 Unrealized
PGR PROGRESSIVE CORP COM 0.2%
Value ($000) $2,481 Shares 10,046 Est. Cost $139.05 Unrealized +66.6%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.2%
Value ($000) $2,478 Shares 108,404 Est. Cost $21.05 Unrealized +14.2%
UGI UGI CORP NEW COM 0.2%
Value ($000) $2,459 Shares 73,924 Est. Cost $28.72 Unrealized +21.7%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $2,452 Shares 2,649 Est. Cost $788.14 Unrealized +21.4%
LDOS LEIDOS HOLDINGS INC COM 0.2%
Value ($000) $2,425 Shares 12,831 Est. Cost $147.89 Unrealized +17.2%
IBM INTL BUSINESS MACHINES 0.2%
Value ($000) $2,394 Shares 8,486 Est. Cost $214.69 Unrealized +20.9%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $2,372 Shares 4,874 Est. Cost $457.35 Unrealized +16.7%
WELL WELLTOWER INC COM 0.2%
Value ($000) $2,297 Shares 12,895 Est. Cost $132.26 Unrealized +23.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $2,293 Shares 7,507 Est. Cost $210.77 Unrealized +28.8%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $2,285 Shares 9,595 Est. Cost $135.42 Unrealized +82.6%
HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.2%
Value ($000) $2,266 Shares 73,079 Est. Cost $24.87 Unrealized
OKE ONEOK INC NEW COM 0.2%
Value ($000) $2,260 Shares 30,972 Est. Cost $66.81 Unrealized +12.3%
CINF CINCINNATI FINL CORP COM 0.2%
Value ($000) $2,250 Shares 14,230 Est. Cost $121.69 Unrealized +23.5%
WINN Harbor Long-Term Growers ETF 0.2%
Value ($000) $2,169 Shares 69,606 Est. Cost $26.19 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $2,114 Shares 10,383 Est. Cost $170.99 Unrealized +11.9%
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $2,093 Shares 6,060 Est. Cost $411.59 Unrealized -27.4%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $2,027 Shares 14,167 Est. Cost $144.91 Unrealized -2.8%
GBDC GOLUB CAP BDC INC COM 0.1%
Value ($000) $2,010 Shares 146,791 Est. Cost $12.44 Unrealized +12.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,967 Shares 6,980 Est. Cost $156.27 Unrealized
ROP ROPER INDUSTRIES INC 0.1%
Value ($000) $1,921 Shares 3,853 Est. Cost $424.57 Unrealized +25.2%
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value ($000) $1,912 Shares 20,924 Est. Cost $22.82 Unrealized +180.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,912 Shares 14,572 Est. Cost $102.64 Unrealized +32.0%
CASY CASEYS GEN STORES INC COM 0.1%
Value ($000) $1,895 Shares 3,353 Est. Cost $322.23 Unrealized +62.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,854 Shares 1,915 Est. Cost $968.09 Unrealized
CPRT COPART INC 0.1%
Value ($000) $1,835 Shares 40,812 Est. Cost $40.98 Unrealized +15.0%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $1,811 Shares 5,502 Est. Cost $266.54 Unrealized +20.9%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $1,792 Shares 4,008 Est. Cost $393.77 Unrealized +21.9%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,787 Shares 10,741 Est. Cost $149.96 Unrealized +4.8%
CHE CHEMED CORP NEW COM 0.1%
Value ($000) $1,783 Shares 3,982 Est. Cost $514.22 Unrealized -12.1%
T AT&T INC COM 0.1%
Value ($000) $1,768 Shares 62,605 Est. Cost $18.90 Unrealized +48.5%
IYE ISHARES U.S. ENERGY ETF 0.1%
Value ($000) $1,764 Shares 37,124 Est. Cost $44.12 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $1,751 Shares 12,003 Est. Cost $114.36 Unrealized
COR CENCORA INC COM 0.1%
Value ($000) $1,744 Shares 5,582 Est. Cost $245.88 Unrealized +19.4%
ALLE ALLEGION PLC 0.1%
Value ($000) $1,732 Shares 9,769 Est. Cost $121.59 Unrealized +35.8%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,720 Shares 3,621 Est. Cost $434.03 Unrealized +8.4%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $1,670 Shares 36,118 Est. Cost $40.05 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,636 Shares 13,577 Est. Cost $114.24 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.1%
Value ($000) $1,617 Shares 2,317 Est. Cost $689.18 Unrealized +1.5%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $1,609 Shares 5,348 Est. Cost $192.08 Unrealized +42.0%
GLD SPDR GOLD ETF 0.1%
Value ($000) $1,608 Shares 4,523 Est. Cost $290.64 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,602 Shares 60,760 Est. Cost $20.84 Unrealized +22.5%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,533 Shares 9,874 Est. Cost $136.97 Unrealized +11.2%
MA MASTERCARD INC 0.1%
Value ($000) $1,525 Shares 2,680 Est. Cost $460.52 Unrealized +24.5%
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $1,515 Shares 27,900 Est. Cost $48.58 Unrealized +12.0%
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.1%
Value ($000) $1,507 Shares 17,095 Est. Cost $73.88 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $1,459 Shares 5,925 Est. Cost $190.67 Unrealized +20.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,398 Shares 27,551 Est. Cost $50.55 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $1,315 Shares 6,406 Est. Cost $192.06 Unrealized +10.8%
PKG PACKAGING CORP OF AMERICA 0.1%
Value ($000) $1,289 Shares 5,914 Est. Cost $195.81 Unrealized +4.2%
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.1%
Value ($000) $1,270 Shares 18,571 Est. Cost $143.48 Unrealized
VLU SPDR S&P 1500 VALUE TILT ETF 0.1%
Value ($000) $1,227 Shares 6,013 Est. Cost $190.53 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $1,166 Shares 18,023 Est. Cost $52.66 Unrealized
AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 0.1%
Value ($000) $1,156 Shares 17,960 Est. Cost $55.92 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $1,134 Shares 4,062 Est. Cost $229.19 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,133 Shares 11,167 Est. Cost $69.91 Unrealized +34.6%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $1,127 Shares 17,790 Est. Cost $41.48 Unrealized +39.4%
LEN LENNAR CORP CL A 0.1%
Value ($000) $1,104 Shares 8,763 Est. Cost $126.41 Unrealized -2.2%
IJR ISHARES S&P SMALLCAP 600 ETF 0.1%
Value ($000) $1,102 Shares 9,275 Est. Cost $108.00 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1,100 Shares 5,125 Est. Cost $193.13 Unrealized +3.7%
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $1,088 Shares 10,208 Est. Cost $84.50 Unrealized +24.6%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,083 Shares 7,708 Est. Cost $142.89 Unrealized -1.7%
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.1%
Value ($000) $1,061 Shares 13,882 Est. Cost $62.50 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $1,041 Shares 2,123 Est. Cost $295.83 Unrealized +53.7%
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $1,038 Shares 36,588 Est. Cost $19.98 Unrealized +36.4%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $1,037 Shares 20,553 Est. Cost $41.39 Unrealized +11.4%
SCHB SCHWAB ETFS- US BROAD MARKET ETF 0.1%
Value ($000) $1,030 Shares 40,073 Est. Cost $34.98 Unrealized
MNST MONSTER BEVERAGE CORP 0.1%
Value ($000) $1,025 Shares 15,230 Est. Cost $59.00 Unrealized +5.8%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,024 Shares 6,332 Est. Cost $125.59 Unrealized +28.5%
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.1%
Value ($000) $1,015 Shares 13,811 Est. Cost $70.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $976 Shares 2,012 Est. Cost $507.93 Unrealized -8.5%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $974 Shares 2,858 Est. Cost $282.72 Unrealized +11.0%
JBHT HUNT J B TRANS SVCS INC COM 0.1%
Value ($000) $963 Shares 7,174 Est. Cost $169.56 Unrealized -15.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $943 Shares 3,753 Est. Cost $221.71 Unrealized +10.1%
ABT ABBOTT LABS COM 0.1%
Value ($000) $943 Shares 7,039 Est. Cost $105.89 Unrealized +23.3%
IQSU NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $942 Shares 17,718 Est. Cost $41.99 Unrealized
GEN SYMANTEC CORP 0.1%
Value ($000) $918 Shares 32,326 Est. Cost $26.03 Unrealized +14.1%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $911 Shares 1,909 Est. Cost $380.07 Unrealized +11.9%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $889 Shares 4,838 Est. Cost $167.44 Unrealized +15.4%
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $879 Shares 5,267 Est. Cost $80.74 Unrealized +75.6%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $851 Shares 2,017 Est. Cost $257.11 Unrealized +65.9%
INTU INTUIT INC 0.1%
Value ($000) $848 Shares 1,242 Est. Cost $520.22 Unrealized +38.3%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $834 Shares 3,281 Est. Cost $195.89 Unrealized
RBLX ROBLOX CORP CL A 0.1%
Value ($000) $808 Shares 5,832 Est. Cost $78.55 Unrealized +58.2%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $805 Shares 2,324 Est. Cost $325.52 Unrealized +7.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $803 Shares 4,801 Est. Cost $121.08 Unrealized +27.4%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $794 Shares 4,827 Est. Cost $105.39 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $785 Shares 3,554 Est. Cost $213.79 Unrealized +4.6%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $782 Shares 3,050 Est. Cost $162.79 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $782 Shares 33,818 Est. Cost $22.99 Unrealized
JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 0.1%
Value ($000) $779 Shares 24,603 Est. Cost $25.43 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $778 Shares 1,702 Est. Cost $412.96 Unrealized +18.6%
PAPR Innovator US Equity Power Buffer - April 0.1%
Value ($000) $771 Shares 20,097 Est. Cost $32.28 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $764 Shares 1,008 Est. Cost $594.23 Unrealized +23.7%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $759 Shares 5,207 Est. Cost $102.51 Unrealized +25.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $757 Shares 2,578 Est. Cost $257.29 Unrealized +15.7%
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $755 Shares 8,232 Est. Cost $91.55 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $746 Shares 11,438 Est. Cost $91.54 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $746 Shares 4,384 Est. Cost $84.02 Unrealized +75.9%
BANK AMERICA CORP 7.25CNV PFD L 0.1%
Value ($000) $741 Shares 579 Est. Cost $1217.18 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $740 Shares 16,190 Est. Cost $33.90 Unrealized +30.8%
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $734 Shares 1,022 Est. Cost $461.14 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $733 Shares 14,355 Est. Cost $50.95 Unrealized
SHV ISHARES TR LEHMAN SHORT TREA BDFD 0.1%
Value ($000) $729 Shares 6,600 Est. Cost $110.49 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $718 Shares 4,516 Est. Cost $131.51 Unrealized +11.4%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $700 Shares 5,230 Est. Cost $85.53 Unrealized +23.4%
ECL ECOLAB INC COM 0.1%
Value ($000) $699 Shares 2,554 Est. Cost $236.44 Unrealized +14.3%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $688 Shares 5,563 Est. Cost $86.23 Unrealized +26.9%
BRZE BRAZE INC COM CL A 0.1%
Value ($000) $688 Shares 24,201 Est. Cost $40.24 Unrealized -29.5%
BA BOEING CO COM 0.0%
Value ($000) $669 Shares 3,100 Est. Cost $167.19 Unrealized +34.9%
MRK MERCK & CO INC 0.0%
Value ($000) $667 Shares 7,946 Est. Cost $85.31 Unrealized -5.0%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $665 Shares 6,653 Est. Cost $85.21 Unrealized
OUT OUTFRONT MEDIA INC COM NEW 0.0%
Value ($000) $662 Shares 36,146 Est. Cost $16.18 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $649 Shares 1,055 Est. Cost $415.97 Unrealized +45.6%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $639 Shares 3,008 Est. Cost $185.05 Unrealized +17.7%
PFE PFIZER INC COM 0.0%
Value ($000) $632 Shares 24,784 Est. Cost $25.05 Unrealized -3.6%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $630 Shares 18,300 Est. Cost $29.24 Unrealized +15.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $627 Shares 116 Est. Cost $3719.80 Unrealized +49.6%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $625 Shares 8,293 Est. Cost $66.85 Unrealized +1.5%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $617 Shares 10,502 Est. Cost $104.03 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $606 Shares 1,639 Est. Cost $341.33 Unrealized +12.7%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $604 Shares 4,878 Est. Cost $107.24 Unrealized +11.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $601 Shares 1,283 Est. Cost $215.64 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $595 Shares 2,109 Est. Cost $282.98 Unrealized -2.7%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $594 Shares 3,443 Est. Cost $72.37 Unrealized +127.5%
DASH DOORDASH INC CL A 0.0%
Value ($000) $590 Shares 2,171 Est. Cost $200.58 Unrealized +25.1%
ROST ROSS STORES INC 0.0%
Value ($000) $576 Shares 3,780 Est. Cost $133.02 Unrealized +6.9%
PDEC Innovator US Equity Power Buffer - Dec 0.0%
Value ($000) $576 Shares 13,707 Est. Cost $32.66 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $574 Shares 17,118 Est. Cost $21.21 Unrealized +14.2%
STE STERIS PLC SHS USD 0.0%
Value ($000) $573 Shares 2,317 Est. Cost $217.58 Unrealized +9.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $572 Shares 2,716 Est. Cost $176.33 Unrealized +17.5%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $568 Shares 11,223 Est. Cost $50.59 Unrealized
AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 0.0%
Value ($000) $562 Shares 13,993 Est. Cost $38.14 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $558 Shares 7,818 Est. Cost $71.37 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $556 Shares 7,256 Est. Cost $61.94 Unrealized +28.4%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $555 Shares 12,976 Est. Cost $36.29 Unrealized +16.5%
PLD PROLOGIS SHARE BENEFICIAL INT 0.0%
Value ($000) $553 Shares 4,833 Est. Cost $112.50 Unrealized -3.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $550 Shares 3,951 Est. Cost $110.74 Unrealized
GQI NATIXIS GATEWAY QUALITY INCOME ETF 0.0%
Value ($000) $549 Shares 9,790 Est. Cost $53.71 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $548 Shares 688 Est. Cost $558.49 Unrealized +31.6%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $545 Shares 1,856 Est. Cost $217.78 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $543 Shares 2,703 Est. Cost $171.91 Unrealized +13.9%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $539 Shares 3,224 Est. Cost $93.22 Unrealized +37.1%
AX BOFI HLDG INC 0.0%
Value ($000) $539 Shares 6,364 Est. Cost $43.14 Unrealized +102.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $537 Shares 3,423 Est. Cost $130.19 Unrealized +18.0%
KR KROGER CO COM 0.0%
Value ($000) $536 Shares 7,957 Est. Cost $57.80 Unrealized +19.5%
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $534 Shares 9,212 Est. Cost $41.98 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $533 Shares 12,954 Est. Cost $29.10 Unrealized
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 0.0%
Value ($000) $527 Shares 11,086 Est. Cost $45.39 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $521 Shares 7,620 Est. Cost $49.38 Unrealized +36.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $521 Shares 2,173 Est. Cost $222.69 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $519 Shares 2,537 Est. Cost $157.45 Unrealized +14.8%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $515 Shares 8,446 Est. Cost $47.96 Unrealized +15.8%
PSX PHILLIPS 66 0.0%
Value ($000) $509 Shares 3,744 Est. Cost $121.42 Unrealized +4.1%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $508 Shares 17,463 Est. Cost $31.61 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $504 Shares 5,284 Est. Cost $70.16 Unrealized +34.8%
NUE NUCOR CORP COM 0.0%
Value ($000) $501 Shares 3,698 Est. Cost $124.91 Unrealized +12.5%
OVL OVERLAY SHARES LARGE CAP EQUITY ETF 0.0%
Value ($000) $494 Shares 9,451 Est. Cost $32.96 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $492 Shares 5,933 Est. Cost $82.86 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $492 Shares 3,437 Est. Cost $66.08 Unrealized +65.0%
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.0%
Value ($000) $490 Shares 28,543 Est. Cost $12.16 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $488 Shares 4,266 Est. Cost $94.98 Unrealized +23.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $488 Shares 1,470 Est. Cost $258.61 Unrealized +22.4%
DOC HEALTHPEAK PPTY INC. 0.0%
Value ($000) $487 Shares 25,448 Est. Cost $17.46 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $481 Shares 5,086 Est. Cost $99.80 Unrealized -6.5%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $480 Shares 7,422 Est. Cost $62.26 Unrealized +2.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $473 Shares 1,034 Est. Cost $441.91 Unrealized +1.5%
SCHH SCH US REIT ETF 0.0%
Value ($000) $472 Shares 21,905 Est. Cost $20.71 Unrealized
ADBE ADOBE SYS INC 0.0%
Value ($000) $470 Shares 1,331 Est. Cost $415.66 Unrealized -13.7%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $469 Shares 4,346 Est. Cost $100.52 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $456 Shares 3,452 Est. Cost $92.76 Unrealized +33.4%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $453 Shares 6,087 Est. Cost $73.93 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $452 Shares 419 Est. Cost $767.21 Unrealized +21.3%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $452 Shares 13,215 Est. Cost $24.06 Unrealized
PNOV Innovator US Equity Power Buffer - Nov 0.0%
Value ($000) $450 Shares 10,958 Est. Cost $37.87 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $447 Shares 2,873 Est. Cost $147.32 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $442 Shares 14,142 Est. Cost $17.80 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $441 Shares 1,790 Est. Cost $320.61 Unrealized -18.7%
HST HOST MARRIOTT CORP NEW REIT 0.0%
Value ($000) $441 Shares 25,927 Est. Cost $16.59 Unrealized -3.0%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $441 Shares 15,789 Est. Cost $34.36 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $440 Shares 27,093 Est. Cost $21.59 Unrealized -7.1%
HODL VANECK BITCOIN ETF 0.0%
Value ($000) $438 Shares 13,540 Est. Cost $31.16 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $432 Shares 2,206 Est. Cost $111.11 Unrealized +77.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $431 Shares 5,236 Est. Cost $72.18 Unrealized +9.2%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $431 Shares 9,200 Est. Cost $42.74 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $430 Shares 3,881 Est. Cost $92.89 Unrealized +14.6%
BJAN Innovator US Equity Buffer - January 0.0%
Value ($000) $425 Shares 8,015 Est. Cost $42.30 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $422 Shares 3,065 Est. Cost $111.24 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $421 Shares 2,861 Est. Cost $91.87 Unrealized +50.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $419 Shares 1,857 Est. Cost $180.80 Unrealized +18.8%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $418 Shares 1,532 Est. Cost $250.65 Unrealized +13.9%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $417 Shares 1,235 Est. Cost $233.78 Unrealized +45.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $416 Shares 3,701 Est. Cost $99.91 Unrealized +8.3%
HCA HCA INC 0.0%
Value ($000) $414 Shares 971 Est. Cost $337.71 Unrealized +14.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $411 Shares 9,106 Est. Cost $53.00 Unrealized -14.1%
EXC EXELON CORP COM 0.0%
Value ($000) $408 Shares 9,075 Est. Cost $40.58 Unrealized +6.9%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $407 Shares 3,486 Est. Cost $116.67 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $405 Shares 6,114 Est. Cost $56.13 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $404 Shares 6,037 Est. Cost $69.11 Unrealized -0.1%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $402 Shares 5,115 Est. Cost $103.83 Unrealized -11.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $401 Shares 4,972 Est. Cost $66.44 Unrealized +7.4%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $398 Shares 1,539 Est. Cost $225.31 Unrealized +5.1%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $391 Shares 3,519 Est. Cost $102.55 Unrealized +9.5%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $384 Shares 801 Est. Cost $384.19 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $379 Shares 3,050 Est. Cost $129.79 Unrealized -2.3%
KBWD INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF 0.0%
Value ($000) $375 Shares 27,719 Est. Cost $15.86 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $375 Shares 1,157 Est. Cost $236.14 Unrealized +40.6%
CRM SALESFORCE COM 0.0%
Value ($000) $373 Shares 1,574 Est. Cost $276.64 Unrealized -9.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $372 Shares 745 Est. Cost $447.06 Unrealized +0.2%
VRSN VERISIGN INC 0.0%
Value ($000) $371 Shares 1,327 Est. Cost $230.01 Unrealized +20.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $370 Shares 4,630 Est. Cost $90.04 Unrealized -6.0%
EXPE EXPEDIA INC DEL COM 0.0%
Value ($000) $369 Shares 1,727 Est. Cost $173.23 Unrealized +15.6%
NEM NEWMONT CORP COM 0.0%
Value ($000) $367 Shares 4,354 Est. Cost $69.39 Unrealized 0.0%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $359 Shares 8,852 Est. Cost $39.02 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $357 Shares 883 Est. Cost $467.31 Unrealized -8.5%
AFL AFLAC INC COM 0.0%
Value ($000) $355 Shares 3,176 Est. Cost $88.80 Unrealized +17.3%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $351 Shares 3,924 Est. Cost $79.44 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $350 Shares 19,006 Est. Cost $20.13 Unrealized
DMBS DOUBLELINE MORTGAGE ETF 0.0%
Value ($000) $347 Shares 6,992 Est. Cost $49.10 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $346 Shares 3,636 Est. Cost $85.90 Unrealized +6.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $340 Shares 7,029 Est. Cost $41.25 Unrealized +12.4%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $337 Shares 2,929 Est. Cost $109.50 Unrealized
SII SPROTT INC COM NEW 0.0%
Value ($000) $334 Shares 4,018 Est. Cost $55.52 Unrealized +25.6%
XNTK SPDR NYSE TECHNOLOGY ETF 0.0%
Value ($000) $333 Shares 1,222 Est. Cost $272.23 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $330 Shares 3,205 Est. Cost $91.33 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $327 Shares 140 Est. Cost $2071.95 Unrealized +15.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $324 Shares 5,192 Est. Cost $67.76 Unrealized -6.4%
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $324 Shares 5,713 Est. Cost $45.68 Unrealized +24.4%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $322 Shares 1,228 Est. Cost $217.34 Unrealized +11.7%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $321 Shares 7,267 Est. Cost $39.41 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $318 Shares 4,835 Est. Cost $65.85 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $315 Shares 12,804 Est. Cost $24.29 Unrealized 0.0%
BOEING CO DEP CONV PFD A 0.0%
Value ($000) $314 Shares 4,518 Est. Cost $68.00 Unrealized
JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $313 Shares 3,332 Est. Cost $63.66 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $311 Shares 1,451 Est. Cost $151.76 Unrealized +34.5%
EIX EDISON INTL COM 0.0%
Value ($000) $309 Shares 5,597 Est. Cost $53.09 Unrealized +0.0%
CBRE CBRE GROUP INC A 0.0%
Value ($000) $309 Shares 1,960 Est. Cost $133.07 Unrealized +16.3%
PFEB Innovator US Equity Power Buffer - Feb 0.0%
Value ($000) $303 Shares 7,637 Est. Cost $35.82 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $300 Shares 1,512 Est. Cost $193.02 Unrealized +2.8%
KKR KKR & CO LP 0.0%
Value ($000) $299 Shares 2,303 Est. Cost $118.04 Unrealized +20.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $298 Shares 937 Est. Cost $283.70 Unrealized +7.4%
AZO AUTOZONE INC NEV 0.0%
Value ($000) $296 Shares 69 Est. Cost $4011.66 Unrealized 0.0%
LUNR INTUITIVE MACHINES INC CLASS A COM 0.0%
Value ($000) $294 Shares 27,915 Est. Cost $15.72 Unrealized -35.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $289 Shares 1,176 Est. Cost $206.04 Unrealized +16.0%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $287 Shares 630 Est. Cost $407.20 Unrealized 0.0%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $283 Shares 436 Est. Cost $449.20 Unrealized +35.0%
POCT Innovator US Equity Power Buffer - Oct 0.0%
Value ($000) $281 Shares 6,525 Est. Cost $39.57 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value ($000) $281 Shares 157 Est. Cost $1661.99 Unrealized +18.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $281 Shares 461 Est. Cost $475.68 Unrealized +18.4%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value ($000) $276 Shares 21,000 Est. Cost $15.96 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $276 Shares 3,260 Est. Cost $91.17 Unrealized -2.9%
INCY INCYTE CORP COM 0.0%
Value ($000) $272 Shares 3,210 Est. Cost $79.04 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $270 Shares 21,116 Est. Cost $11.78 Unrealized +16.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $270 Shares 3,441 Est. Cost $71.25 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $269 Shares 11,462 Est. Cost $22.81 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $269 Shares 11,727 Est. Cost $40.60 Unrealized -40.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $268 Shares 1,432 Est. Cost $147.16 Unrealized +22.1%
CMI CUMMINS INC COM 0.0%
Value ($000) $268 Shares 633 Est. Cost $380.68 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $266 Shares 1,099 Est. Cost $215.83 Unrealized
PSEP Innovator US Equity Power Buffer - Sept 0.0%
Value ($000) $260 Shares 6,058 Est. Cost $38.53 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $260 Shares 5,250 Est. Cost $42.64 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.0%
Value ($000) $260 Shares 1,823 Est. Cost $104.46 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $259 Shares 918 Est. Cost $287.24 Unrealized -0.2%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $258 Shares 7,351 Est. Cost $31.24 Unrealized +7.6%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $255 Shares 2,545 Est. Cost $100.20 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $254 Shares 2,116 Est. Cost $81.60 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $254 Shares 786 Est. Cost $386.72 Unrealized -20.3%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $254 Shares 13,913 Est. Cost $16.86 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $254 Shares 939 Est. Cost $269.86 Unrealized 0.0%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $252 Shares 1,693 Est. Cost $100.02 Unrealized +35.5%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $251 Shares 10,766 Est. Cost $27.78 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $250 Shares 2,298 Est. Cost $101.35 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $250 Shares 2,628 Est. Cost $95.15 Unrealized
BDEC Innovator US Equity Buffer - December 0.0%
Value ($000) $249 Shares 5,203 Est. Cost $43.11 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $248 Shares 1,749 Est. Cost $129.18 Unrealized 0.0%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.0%
Value ($000) $246 Shares 10,251 Est. Cost $22.56 Unrealized
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $245 Shares 19,812 Est. Cost $7.03 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $244 Shares 4,901 Est. Cost $47.29 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $242 Shares 9,024 Est. Cost $26.54 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $239 Shares 1,989 Est. Cost $105.61 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $238 Shares 1,104 Est. Cost $193.99 Unrealized
IOCT Innovator International Power Buffer - Oct 0.0%
Value ($000) $238 Shares 6,968 Est. Cost $30.65 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $237 Shares 1,004 Est. Cost $218.47 Unrealized +2.1%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value ($000) $236 Shares 5,622 Est. Cost $27.76 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $236 Shares 19,745 Est. Cost $9.80 Unrealized +15.5%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $236 Shares 9,120 Est. Cost $26.16 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $235 Shares 840 Est. Cost $269.33 Unrealized
TEL TE CONNECTIVITY LTD 0.0%
Value ($000) $234 Shares 1,064 Est. Cost $200.01 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $233 Shares 9,142 Est. Cost $33.60 Unrealized -8.3%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $233 Shares 2,669 Est. Cost $80.71 Unrealized
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $232 Shares 2,272 Est. Cost $94.72 Unrealized 0.0%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $230 Shares 10,472 Est. Cost $16.73 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $229 Shares 296 Est. Cost $641.28 Unrealized +9.6%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $229 Shares 358 Est. Cost $478.19 Unrealized +26.9%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $228 Shares 276 Est. Cost $677.11 Unrealized 0.0%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $227 Shares 2,850 Est. Cost $72.51 Unrealized
A AGILENT TECH INC 0.0%
Value ($000) $227 Shares 1,765 Est. Cost $110.36 Unrealized +9.2%
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $225 Shares 4,423 Est. Cost $43.59 Unrealized +14.9%
FDX FEDEX CORP 0.0%
Value ($000) $223 Shares 945 Est. Cost $215.22 Unrealized +6.1%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $222 Shares 1,193 Est. Cost $186.50 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $222 Shares 5,651 Est. Cost $37.81 Unrealized +14.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $221 Shares 1,795 Est. Cost $132.16 Unrealized -7.5%
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $221 Shares 3,900 Est. Cost $51.24 Unrealized 0.0%
PAUG Innovator US Equity Power Buffer - Aug 0.0%
Value ($000) $219 Shares 5,167 Est. Cost $40.46 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $218 Shares 12,886 Est. Cost $16.39 Unrealized
PJUL Innovator US Equity Power Buffer - July 0.0%
Value ($000) $217 Shares 4,757 Est. Cost $43.85 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $217 Shares 1,279 Est. Cost $156.63 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value ($000) $215 Shares 6,389 Est. Cost $35.96 Unrealized -1.1%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $214 Shares 821 Est. Cost $255.23 Unrealized +0.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $214 Shares 7,834 Est. Cost $26.50 Unrealized
MC MOELIS & CO CL A 0.0%
Value ($000) $213 Shares 2,990 Est. Cost $69.74 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $212 Shares 1,102 Est. Cost $147.88 Unrealized +18.0%
EOCT Innovator Emerging Mkts Power Buffer - Oct 0.0%
Value ($000) $212 Shares 6,807 Est. Cost $31.09 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $211 Shares 1,401 Est. Cost $133.31 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $211 Shares 1,735 Est. Cost $126.99 Unrealized +1.9%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $210 Shares 2,297 Est. Cost $90.54 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $210 Shares 3,100 Est. Cost $66.17 Unrealized +9.0%
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $209 Shares 697 Est. Cost $276.03 Unrealized 0.0%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $208 Shares 444 Est. Cost $503.08 Unrealized 0.0%
RL POLO RALPH LAUREN CL A CLASS A 0.0%
Value ($000) $207 Shares 660 Est. Cost $296.30 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $206 Shares 1,087 Est. Cost $181.84 Unrealized 0.0%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $206 Shares 6,551 Est. Cost $26.20 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $205 Shares 733 Est. Cost $260.70 Unrealized +2.0%
MKL MARKEL CORP HOLDING CO 0.0%
Value ($000) $205 Shares 107 Est. Cost $1875.20 Unrealized +4.5%
MRVL MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $204 Shares 2,431 Est. Cost $73.50 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $204 Shares 988 Est. Cost $206.52 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $203 Shares 2,279 Est. Cost $89.14 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $203 Shares 3,603 Est. Cost $51.25 Unrealized +15.6%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $203 Shares 10,204 Est. Cost $19.39 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $161 Shares 10,027 Est. Cost $13.27 Unrealized 0.0%
ADT ADT CORP 0.0%
Value ($000) $89 Shares 10,184 Est. Cost $8.48 Unrealized 0.0%
NFGC NEW FOUND GOLD CORP COM 0.0%
Value ($000) $47 Shares 20,000 Est. Cost $1.76 Unrealized 0.0%
GLDG BRAZIL RESOURCES INCCOM NPV ISIN #CA1058651094 SEDOL #B4WFVM9 0.0%
Value ($000) $18 Shares 15,000 Est. Cost $1.14 Unrealized -18.9%
OUSTER INC WT EXP 092925 0.0%
Value ($000) $0 Shares 40,000 Est. Cost $0.00 Unrealized