FCA CORP /TX Diversified Active

CIK: 0001166402 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $360,104 (100.0% shares, 0.0% debt)

Holdings (193)

VGT VANGUARD INFO TECH ETF 4.6%
Value ($000) $16,708 Shares 22,377 Est. Cost $138.31 Unrealized
VEA VANGUARD FTSE DEVELOPED ETF 3.6%
Value ($000) $13,023 Shares 217,345 Est. Cost $42.27 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INT 2.8%
Value ($000) $9,919 Shares 241,279 Est. Cost $29.31 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CB 2.1%
Value ($000) $7,564 Shares 386,693 Est. Cost $19.20 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT 1.8%
Value ($000) $6,638 Shares 34,990 Est. Cost $113.87 Unrealized
IWB ISHARES RUSSELL 1000 ETF 1.8%
Value ($000) $6,464 Shares 17,687 Est. Cost $173.60 Unrealized
FLOT ISHARES FLOATING RATE BOND E 1.7%
Value ($000) $6,185 Shares 121,069 Est. Cost $50.66 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 1.7%
Value ($000) $5,968 Shares 91,455 Est. Cost $78.62 Unrealized
BSCR INVESCO BULLETSHARES 2027 CB 1.6%
Value ($000) $5,836 Shares 296,101 Est. Cost $18.90 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 1.5%
Value ($000) $5,571 Shares 69,701 Est. Cost $78.50 Unrealized
GSLC GOLDMAN ACTIVEBETA US LC ETF 1.5%
Value ($000) $5,517 Shares 42,344 Est. Cost $69.94 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP 1.5%
Value ($000) $5,310 Shares 69,209 Est. Cost $48.52 Unrealized
XLY CONSUMER DISCRETIONARY SELT 1.5%
Value ($000) $5,282 Shares 22,041 Est. Cost $83.60 Unrealized
AMGN AMGEN INC 1.5%
Value ($000) $5,281 Shares 18,715 Est. Cost $145.74 Unrealized +96.6%
AAPL APPLE INC 1.4%
Value ($000) $5,198 Shares 20,413 Est. Cost $156.97 Unrealized +43.7%
VMI VALMONT INDUSTRIES 1.4%
Value ($000) $5,051 Shares 13,028 Est. Cost $153.63 Unrealized +136.8%
GOOG ALPHABET INC-CL C 1.4%
Value ($000) $5,044 Shares 20,710 Est. Cost $124.35 Unrealized +68.8%
SYK STRYKER CORP 1.4%
Value ($000) $5,009 Shares 13,551 Est. Cost $80.00 Unrealized +380.7%
XLP CONSUMER STAPLES SPDR 1.4%
Value ($000) $4,918 Shares 62,755 Est. Cost $46.46 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ET 1.4%
Value ($000) $4,883 Shares 55,095 Est. Cost $69.79 Unrealized
VRP INVESCO VARIABLE RATE PREFER 1.4%
Value ($000) $4,868 Shares 197,068 Est. Cost $24.13 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM 1.3%
Value ($000) $4,671 Shares 208,649 Est. Cost $22.48 Unrealized
LOW LOWE'S COS INC 1.3%
Value ($000) $4,659 Shares 18,538 Est. Cost $65.72 Unrealized +271.6%
IXN ISHARES GLOBAL TECH ETF 1.3%
Value ($000) $4,568 Shares 44,260 Est. Cost $75.33 Unrealized
WESTERN ASSET HI INC OPPORT 1.3%
Value ($000) $4,560 Shares 1,187,591 Est. Cost $4.61 Unrealized
CSX CSX CORP 1.2%
Value ($000) $4,397 Shares 123,830 Est. Cost $24.30 Unrealized +39.6%
ADAMS DIVERSIFIED EQUITY 1.2%
Value ($000) $4,317 Shares 193,591 Est. Cost $18.25 Unrealized
IBM INTL BUSINESS MACHINES CORP 1.2%
Value ($000) $4,300 Shares 15,238 Est. Cost $107.21 Unrealized +142.1%
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,296 Shares 8,295 Est. Cost $233.35 Unrealized +118.0%
RSPH INVESCO S&P 500 EQUAL WEIGHT 1.2%
Value ($000) $4,272 Shares 145,355 Est. Cost $41.51 Unrealized
ALL ALLSTATE CORP 1.2%
Value ($000) $4,172 Shares 19,435 Est. Cost $54.91 Unrealized +264.6%
IMKTA INGLES MARKETS INC-CLASS A 1.2%
Value ($000) $4,163 Shares 59,841 Est. Cost $27.84 Unrealized +138.3%
NUVEEN PREFERED & INCOME OPP 1.1%
Value ($000) $3,883 Shares 473,561 Est. Cost $7.43 Unrealized
ORI OLD REPUBLIC INTL CORP 1.1%
Value ($000) $3,789 Shares 89,212 Est. Cost $12.13 Unrealized +197.1%
FNDX SCHWAB FNDMNTL US LRG CO ETF 1.0%
Value ($000) $3,702 Shares 140,755 Est. Cost $30.15 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,696 Shares 19,936 Est. Cost $99.23 Unrealized +70.8%
CGW INVESCO S&P GLOBAL WATER IND 1.0%
Value ($000) $3,692 Shares 57,478 Est. Cost $38.51 Unrealized
AVGO BROADCOM INC 1.0%
Value ($000) $3,630 Shares 11,003 Est. Cost $153.24 Unrealized +99.5%
IWR ISHARES RUSSELL MID-CAP ETF 1.0%
Value ($000) $3,437 Shares 35,602 Est. Cost $73.91 Unrealized
JOHN HANCOCK FINANCIAL OPP 0.9%
Value ($000) $3,363 Shares 93,475 Est. Cost $22.63 Unrealized
ROYCE MICRO-CAP TRUST INC 0.9%
Value ($000) $3,247 Shares 312,547 Est. Cost $9.03 Unrealized
NVS NOVARTIS AG-SPONSORED ADR 0.9%
Value ($000) $3,133 Shares 24,432 Est. Cost $80.48 Unrealized
IEF ISHARES 7-10 YEAR TREASURY B 0.9%
Value ($000) $3,130 Shares 32,446 Est. Cost $96.20 Unrealized
EG EVEREST GROUP LTD 0.9%
Value ($000) $3,094 Shares 8,835 Est. Cost $346.17 Unrealized -2.5%
JHML JOHN HANCOCK MULTI FACT LRG 0.8%
Value ($000) $3,035 Shares 38,722 Est. Cost $42.94 Unrealized
VOYA VOYA FINANCIAL INC 0.8%
Value ($000) $3,008 Shares 40,212 Est. Cost $50.27 Unrealized +45.1%
ADVENT CONVERT & INCOME 0.8%
Value ($000) $2,791 Shares 218,186 Est. Cost $12.95 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.8%
Value ($000) $2,757 Shares 12,108 Est. Cost $171.79 Unrealized +29.8%
ADAMS NATURAL RESOURCES FUND 0.8%
Value ($000) $2,731 Shares 126,925 Est. Cost $16.34 Unrealized
ARTNA ARTESIAN RESOURCES CORP-CL A 0.7%
Value ($000) $2,646 Shares 81,177 Est. Cost $22.77 Unrealized +42.0%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,530 Shares 5,068 Est. Cost $351.12 Unrealized +27.6%
MET METLIFE INC 0.7%
Value ($000) $2,483 Shares 30,148 Est. Cost $30.28 Unrealized +157.3%
WMB WILLIAMS COS INC 0.7%
Value ($000) $2,474 Shares 39,047 Est. Cost $15.63 Unrealized +269.9%
GOOGL ALPHABET INC-CL A 0.7%
Value ($000) $2,364 Shares 9,725 Est. Cost $96.01 Unrealized +117.9%
NVDA NVIDIA CORP 0.7%
Value ($000) $2,349 Shares 12,592 Est. Cost $93.79 Unrealized +85.8%
SONO SONOS INC 0.6%
Value ($000) $2,275 Shares 144,000 Est. Cost $26.29 Unrealized -51.2%
PLXS PLEXUS CORP 0.6%
Value ($000) $2,275 Shares 15,723 Est. Cost $77.76 Unrealized +73.7%
IWM ISHARES RUSSELL 2000 ETF 0.6%
Value ($000) $2,120 Shares 8,761 Est. Cost $157.77 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.6%
Value ($000) $2,115 Shares 6,446 Est. Cost $229.54 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT 0.6%
Value ($000) $2,091 Shares 21,096 Est. Cost $78.54 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $1,982 Shares 9,027 Est. Cost $118.05 Unrealized +91.7%
VDE VANGUARD ENERGY ETF 0.5%
Value ($000) $1,932 Shares 15,349 Est. Cost $45.85 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME 0.5%
Value ($000) $1,842 Shares 36,307 Est. Cost $50.18 Unrealized
DFAS DIMENSIONAL US SMALL CAP ETF 0.5%
Value ($000) $1,766 Shares 25,792 Est. Cost $60.90 Unrealized
OR OR ROYALTIES INC 0.5%
Value ($000) $1,757 Shares 43,828 Est. Cost $31.21 Unrealized 0.0%
ORCL ORACLE CORP 0.5%
Value ($000) $1,723 Shares 6,126 Est. Cost $84.79 Unrealized +199.8%
MOTI VANECK MSTAR INT MOAT ETF 0.5%
Value ($000) $1,710 Shares 46,128 Est. Cost $31.80 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.5%
Value ($000) $1,694 Shares 12,021 Est. Cost $96.23 Unrealized
NYLI CBRE GBL INFR MGA TRM F 0.5%
Value ($000) $1,640 Shares 111,692 Est. Cost $16.55 Unrealized
VWO VANGUARD FTSE EMERGING MARKE 0.4%
Value ($000) $1,609 Shares 29,693 Est. Cost $49.35 Unrealized
BSCS INVESCO BULLETSHARES 2028 CB 0.4%
Value ($000) $1,599 Shares 77,733 Est. Cost $20.53 Unrealized
SPSB SS SPDR P ST C CORP ETF 0.4%
Value ($000) $1,533 Shares 50,609 Est. Cost $30.18 Unrealized
BSCT INVESCO BULLETSHARES 2029 CB 0.4%
Value ($000) $1,508 Shares 80,192 Est. Cost $18.75 Unrealized
ENTG ENTEGRIS INC 0.4%
Value ($000) $1,459 Shares 15,780 Est. Cost $90.84 Unrealized -6.5%
SO SOUTHERN CO/THE 0.4%
Value ($000) $1,459 Shares 15,393 Est. Cost $81.97 Unrealized +12.5%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $1,457 Shares 5,342 Est. Cost $248.68 Unrealized +14.8%
WM WASTE MANAGEMENT INC 0.4%
Value ($000) $1,447 Shares 6,552 Est. Cost $159.53 Unrealized +40.2%
T AT&T INC 0.4%
Value ($000) $1,427 Shares 50,536 Est. Cost $13.72 Unrealized +104.6%
FIRST COMMONWEALTH MTG TRUST 0.4%
Value ($000) $1,417 Shares 224,941 Est. Cost $6.30 Unrealized
MINT PIMCO ENHANCED SHORT MATURIT 0.4%
Value ($000) $1,396 Shares 13,864 Est. Cost $100.74 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,382 Shares 4,381 Est. Cost $111.76 Unrealized +164.8%
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $1,378 Shares 15,425 Est. Cost $78.45 Unrealized
DUK DUKE ENERGY CORP 0.4%
Value ($000) $1,271 Shares 10,271 Est. Cost $97.35 Unrealized +23.1%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $1,263 Shares 1,896 Est. Cost $319.38 Unrealized
STEL STELLAR BANCORP INC 0.3%
Value ($000) $1,225 Shares 40,390 Est. Cost $23.37 Unrealized +30.0%
META META PLATFORMS INC-CLASS A 0.3%
Value ($000) $1,211 Shares 1,649 Est. Cost $359.03 Unrealized +107.0%
TGLS TECNOGLASS INC 0.3%
Value ($000) $1,160 Shares 17,334 Est. Cost $6.72 Unrealized +997.9%
RIO RIO TINTO PLC-SPON ADR 0.3%
Value ($000) $1,140 Shares 17,264 Est. Cost $70.39 Unrealized
MMM 3M CO 0.3%
Value ($000) $1,135 Shares 7,311 Est. Cost $81.25 Unrealized +88.4%
RSPT INVESCO S&P 500 EQUAL WEIGHT 0.3%
Value ($000) $1,131 Shares 25,373 Est. Cost $35.98 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,124 Shares 6,755 Est. Cost $63.25 Unrealized +148.5%
BSJS INVESCO BULLETSHARES 2028 HY 0.3%
Value ($000) $1,123 Shares 50,856 Est. Cost $21.49 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1,110 Shares 16,219 Est. Cost $39.40 Unrealized +71.0%
RGCO RGC RESOURCES INC 0.3%
Value ($000) $983 Shares 43,820 Est. Cost $17.48 Unrealized +25.3%
SIEGY SIEMENS AG-SPONS ADR 0.3%
Value ($000) $945 Shares 7,000 Est. Cost $79.05 Unrealized
VBIL VANGUARD 0-3M T-BILL ETF 0.3%
Value ($000) $919 Shares 12,155 Est. Cost $75.61 Unrealized
LII LENNOX INTERNATIONAL INC 0.2%
Value ($000) $900 Shares 1,700 Est. Cost $296.87 Unrealized +95.7%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $842 Shares 16,328 Est. Cost $15.13 Unrealized +219.4%
NTAP NETAPP INC 0.2%
Value ($000) $829 Shares 7,000 Est. Cost $35.59 Unrealized +211.3%
MDY SPDR S&P MIDCAP 400 ETF TRST 0.2%
Value ($000) $823 Shares 1,380 Est. Cost $210.30 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $779 Shares 8,348 Est. Cost $64.36 Unrealized
BSCV INVESCO BULLETSHARES 2031 CB 0.2%
Value ($000) $774 Shares 46,429 Est. Cost $16.63 Unrealized
V VISA INC-CLASS A SHARES 0.2%
Value ($000) $770 Shares 2,256 Est. Cost $213.78 Unrealized +61.4%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $742 Shares 16,887 Est. Cost $36.62 Unrealized +16.0%
IHG INTERCONTINENTAL HOTELS-ADR 0.2%
Value ($000) $740 Shares 6,103 Est. Cost $54.93 Unrealized
BSJP INVESCO BULLETSHARES 2025 HY 0.2%
Value ($000) $739 Shares 32,065 Est. Cost $22.65 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.2%
Value ($000) $731 Shares 1,670 Est. Cost $57.22 Unrealized +683.7%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $721 Shares 2,400 Est. Cost $255.22 Unrealized +8.2%
PG PROCTER & GAMBLE CO/THE 0.2%
Value ($000) $691 Shares 4,495 Est. Cost $147.81 Unrealized +4.8%
CAT CATERPILLAR INC 0.2%
Value ($000) $689 Shares 1,445 Est. Cost $302.78 Unrealized +40.5%
BSCW INVESCO BULLETSHARES 2032 CB 0.2%
Value ($000) $682 Shares 32,646 Est. Cost $20.91 Unrealized
DHI DR HORTON INC 0.2%
Value ($000) $678 Shares 4,000 Est. Cost $92.30 Unrealized +69.7%
AMBZ AMERICAN BUSINESS BANK 0.2%
Value ($000) $677 Shares 12,369 Est. Cost $39.36 Unrealized +27.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $655 Shares 1,350 Est. Cost $539.78 Unrealized -13.9%
AIT APPLIED INDUSTRIAL TECH INC 0.2%
Value ($000) $648 Shares 2,483 Est. Cost $247.05 Unrealized +5.7%
PFF ISHARES PREFERRED & INCOME S 0.2%
Value ($000) $642 Shares 20,292 Est. Cost $31.62 Unrealized
AZO AUTOZONE INC 0.2%
Value ($000) $614 Shares 143 Est. Cost $2438.91 Unrealized +64.5%
ASR GRUPO AEROPORTUARIO SUR-ADR 0.2%
Value ($000) $582 Shares 1,800 Est. Cost $234.02 Unrealized
SONY SONY GROUP CORP - SP ADR 0.2%
Value ($000) $576 Shares 20,000 Est. Cost $42.15 Unrealized
AZN ASTRAZENECA PLC-SPONS ADR 0.2%
Value ($000) $575 Shares 7,500 Est. Cost $73.50 Unrealized
GJNSY GJENSIDIGE FORSIKRING-UN ADR 0.2%
Value ($000) $570 Shares 20,000 Est. Cost $22.05 Unrealized
TSM TAIWAN SEMICONDUCTOR-SP ADR 0.2%
Value ($000) $559 Shares 2,000 Est. Cost $104.00 Unrealized
LYSDY LYNAS RARE EARTHS LTD-SP ADR 0.2%
Value ($000) $555 Shares 49,800 Est. Cost $4.51 Unrealized
HDB HDFC BANK LTD-ADR 0.2%
Value ($000) $547 Shares 16,000 Est. Cost $49.64 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $544 Shares 3,500 Est. Cost $105.06 Unrealized +44.9%
DIS WALT DISNEY CO/THE 0.2%
Value ($000) $543 Shares 4,740 Est. Cost $107.82 Unrealized +8.5%
CTRA COTERRA ENERGY INC 0.2%
Value ($000) $541 Shares 22,860 Est. Cost $13.45 Unrealized +77.0%
MLR MILLER INDUSTRIES INC/TENN 0.1%
Value ($000) $534 Shares 13,200 Est. Cost $57.08 Unrealized -26.9%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $508 Shares 1,085 Est. Cost $191.90 Unrealized
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.1%
Value ($000) $502 Shares 12,000 Est. Cost $41.15 Unrealized
JHX JAMES HARDIE IND PLC 0.1%
Value ($000) $480 Shares 25,000 Est. Cost $23.95 Unrealized 0.0%
HASI HA SUSTAINABLE INFRASTRUCTUR 0.1%
Value ($000) $467 Shares 15,200 Est. Cost $26.77 Unrealized +0.3%
MRK MERCK & CO. INC. 0.1%
Value ($000) $432 Shares 5,146 Est. Cost $98.68 Unrealized -17.9%
UNILEVER PLC-SPONSORED ADR 0.1%
Value ($000) $415 Shares 7,000 Est. Cost $59.15 Unrealized
LEN LENNAR CORP-A 0.1%
Value ($000) $403 Shares 3,200 Est. Cost $96.09 Unrealized +28.6%
NVR NVR INC 0.1%
Value ($000) $402 Shares 50 Est. Cost $4396.05 Unrealized +80.8%
VERITEX HOLDINGS INC 0.1%
Value ($000) $395 Shares 11,794 Est. Cost $28.08 Unrealized
NICE NICE LTD - SPON ADR 0.1%
Value ($000) $391 Shares 2,700 Est. Cost $303.70 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $389 Shares 1,326 Est. Cost $130.85 Unrealized +127.6%
SRGHY SHOPRITE HOLDINGS-SPN ADR 0.1%
Value ($000) $385 Shares 24,000 Est. Cost $10.92 Unrealized
CPA COPA HOLDINGS SA-CLASS A 0.1%
Value ($000) $356 Shares 3,000 Est. Cost $88.05 Unrealized +27.1%
TTNDY TECHTRONIC INDUSTRIES-SP ADR 0.1%
Value ($000) $351 Shares 5,500 Est. Cost $60.06 Unrealized
KAJMY KAJIMA CORP-UNSPONSORED ADR 0.1%
Value ($000) $348 Shares 11,900 Est. Cost $12.67 Unrealized
GFI GOLD FIELDS LTD-SPONS ADR 0.1%
Value ($000) $344 Shares 8,200 Est. Cost $41.96 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $334 Shares 9,970 Est. Cost $28.03 Unrealized -13.6%
KO COCA-COLA CO/THE 0.1%
Value ($000) $334 Shares 5,038 Est. Cost $56.41 Unrealized +20.4%
NFLX NETFLIX INC 0.1%
Value ($000) $331 Shares 276 Est. Cost $82.31 Unrealized +48.3%
AOA ISHARES CORE 80/20 AGGRESSIV 0.1%
Value ($000) $323 Shares 3,670 Est. Cost $84.57 Unrealized
COMT ISHARES GSCI COMMODITY DYNAM 0.1%
Value ($000) $320 Shares 11,932 Est. Cost $25.41 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $318 Shares 716 Est. Cost $301.28 Unrealized +15.1%
USMV ISHARES MSCI USA MIN VOL FAC 0.1%
Value ($000) $310 Shares 3,258 Est. Cost $65.80 Unrealized
CRH CRH PLC 0.1%
Value ($000) $300 Shares 2,500 Est. Cost $82.84 Unrealized +27.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $295 Shares 2,620 Est. Cost $98.62 Unrealized +11.2%
PSO PEARSON PLC-SPONSORED ADR 0.1%
Value ($000) $283 Shares 20,000 Est. Cost $15.64 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.1%
Value ($000) $280 Shares 1,725 Est. Cost $109.82 Unrealized +50.4%
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $280 Shares 9,439 Est. Cost $35.21 Unrealized
CWAN CLEARWATER ANALYTICS HDS-A 0.1%
Value ($000) $278 Shares 15,441 Est. Cost $26.99 Unrealized -24.9%
SCHA SCHWAB US SMALL-CAP ETF 0.1%
Value ($000) $275 Shares 9,868 Est. Cost $39.29 Unrealized
CX CEMEX SAB-SPONS ADR PART CER 0.1%
Value ($000) $270 Shares 30,000 Est. Cost $6.05 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.1%
Value ($000) $267 Shares 2,800 Est. Cost $103.93 Unrealized
BSJT INVESCO BULLETSHARES 2029 HY 0.1%
Value ($000) $266 Shares 12,352 Est. Cost $21.57 Unrealized
SCHF SCHWAB INTL EQUITY ETF 0.1%
Value ($000) $260 Shares 11,169 Est. Cost $25.05 Unrealized
MAR MARRIOTT INTERNATIONAL -CL A 0.1%
Value ($000) $253 Shares 970 Est. Cost $251.25 Unrealized +6.5%
NSRGY NESTLE SA-SPONS ADR 0.1%
Value ($000) $252 Shares 2,750 Est. Cost $139.72 Unrealized
CYRBY CYRELA BRAZIL REALTY-SPO ADR 0.1%
Value ($000) $248 Shares 44,000 Est. Cost $3.80 Unrealized
INVESCO BULLETSHARES 2025 CB 0.1%
Value ($000) $248 Shares 11,972 Est. Cost $21.02 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC - A 0.1%
Value ($000) $245 Shares 500 Est. Cost $433.57 Unrealized +4.9%
ROYCE SMALL-CAP TRUST INC 0.1%
Value ($000) $244 Shares 15,097 Est. Cost $14.65 Unrealized
TOTALENERGIES SE -SPON ADR 0.1%
Value ($000) $239 Shares 4,000 Est. Cost $59.69 Unrealized
RSG REPUBLIC SERVICES INC 0.1%
Value ($000) $229 Shares 1,000 Est. Cost $197.97 Unrealized +17.8%
TCBX THIRD COAST BANCSHARES INC 0.1%
Value ($000) $228 Shares 6,000 Est. Cost $37.97 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL-CAP E 0.1%
Value ($000) $228 Shares 1,916 Est. Cost $108.21 Unrealized
NVO NOVO-NORDISK A/S-SPONS ADR 0.1%
Value ($000) $222 Shares 4,000 Est. Cost $113.14 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $221 Shares 361 Est. Cost $612.82 Unrealized
AOR ISHARES CORE 60/40 BALANCED 0.1%
Value ($000) $221 Shares 3,430 Est. Cost $56.32 Unrealized
PLTR PALANTIR TECHNOLOGIES INC-A 0.1%
Value ($000) $218 Shares 1,195 Est. Cost $162.07 Unrealized 0.0%
NJDCY NIDEC CORPORATION-SPON ADR 0.1%
Value ($000) $218 Shares 50,000 Est. Cost $14.68 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.1%
Value ($000) $211 Shares 3,000 Est. Cost $54.92 Unrealized 0.0%
HARL HARLEYSVILLE FINANCIAL CORP 0.1%
Value ($000) $211 Shares 8,675 Est. Cost $23.00 Unrealized 0.0%
AMX AMERICA MOVIL SAB DE CV 0.1%
Value ($000) $210 Shares 10,000 Est. Cost $17.94 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND 0.1%
Value ($000) $207 Shares 3,636 Est. Cost $81.17 Unrealized
STX SEAGATE TECHNOLOGY HOLDINGS 0.1%
Value ($000) $201 Shares 850 Est. Cost $169.71 Unrealized 0.0%
VEOEY VEOLIA ENVIRONNEMENT-ADR 0.0%
Value ($000) $171 Shares 10,000 Est. Cost $17.07 Unrealized
GLASF GLASS HOUSE BRANDS INC 0.0%
Value ($000) $151 Shares 20,000 Est. Cost $4.94 Unrealized +37.2%
WDS WOODSIDE ENERGY GROUP-ADR 0.0%
Value ($000) $151 Shares 10,000 Est. Cost $15.43 Unrealized
MTNOY MTN GROUP LTD-SPONS ADR 0.0%
Value ($000) $150 Shares 18,000 Est. Cost $6.77 Unrealized
LND BRASILAGRO-CIA BRA - SPN ADR 0.0%
Value ($000) $106 Shares 27,432 Est. Cost $5.50 Unrealized
CGTX COGNITION THERAPEUTICS INC 0.0%
Value ($000) $71 Shares 52,536 Est. Cost $1.87 Unrealized -27.2%
WMMVF WALMART DE MEXICO SAB DE CV 0.0%
Value ($000) $31 Shares 10,016 Est. Cost $3.69 Unrealized -18.6%
HOLLY MORTGAGE TRUST 0.0%
Value ($000) $27 Shares 381,541 Est. Cost $0.07 Unrealized
DNAG DNAPRINT GENOMICS 0.0%
Value ($000) $0 Shares 1,175,300 Est. Cost $0.00 Unrealized -75.0%
FSEI FIRST SEISMIC CORP 0.0%
Value ($000) $0 Shares 44,451 Est. Cost $0.05 Unrealized -69.2%
CBDHF HEMPFUSION WELLNESS INC 0.0%
Value ($000) $0 Shares 22,222 Est. Cost $0.11 Unrealized -100.0%