Hilltop Holdings Inc. Diversified Active

Location: Dallas, TX

CIK: 0001265131 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $1.112B (100.0% shares, 0.0% debt)

Holdings (635)

AAPL Apple Inc 3.3%
Value $36.74M Shares 144,764 Share Price $253.79 * Est. Cost/Share $251.02 Unrealized @ Report Date +4.7%
GLD SPDR Gold Shares 2.9%
Value $31.86M Shares 74,054 Share Price $430.29 Est. Cost/Share $210.39 Unrealized @ Report Date —
LQD iShares Iboxx Usd 2.5%
Value $28.04M Shares 257,303 Share Price $108.99 Est. Cost/Share $115.73 Unrealized @ Report Date —
QQQ INVESCO QQQ TR 1.9%
Value $21.36M Shares 37,014 Share Price $577.17 Est. Cost/Share $548.47 Unrealized @ Report Date —
AMZN AMAZON COM INC 1.7%
Value $18.47M Shares 88,697 Share Price $208.27 * Est. Cost/Share $224.60 Unrealized @ Report Date +1.0%
NVDA Nvidia Corp 1.6%
Value $17.56M Shares 100,665 Share Price $174.40 * Est. Cost/Share $113.27 Unrealized @ Report Date +64.8%
SPY SPDR S&P 500 ETF Trust 1.6%
Value $17.39M Shares 26,736 Share Price $650.32 Est. Cost/Share $497.64 Unrealized @ Report Date —
VOO VANGUARD INDEX FDS 1.4%
Value $15.97M Shares 26,724 Share Price $597.55 Est. Cost/Share $579.81 Unrealized @ Report Date —
GOOGL Alphabet Inc 1.4%
Value $15.69M Shares 54,577 Share Price $287.56 * Est. Cost/Share $146.21 Unrealized @ Report Date +121.1%
MSFT Microsoft Corp 1.4%
Value $15.67M Shares 42,330 Share Price $370.17 * Est. Cost/Share $346.00 Unrealized @ Report Date +25.6%
IWM iShares Russell 2000 ETF 1.3%
Value $14.56M Shares 58,707 Share Price $248.00 Est. Cost/Share $209.68 Unrealized @ Report Date —
SGOV ISHARES TR 1.3%
Value $13.98M Shares 138,863 Share Price $100.66 Est. Cost/Share $100.56 Unrealized @ Report Date —
BRK/B Berkshire Hathaway 1.2%
Value $12.86M Shares 26,846 Share Price $479.20 * Est. Cost/Share $489.25 Unrealized @ Report Date +0.9%
GOOG Alphabet Inc 1.1%
Value $12.67M Shares 44,158 Share Price $286.86 * Est. Cost/Share $137.89 Unrealized @ Report Date +134.7%
XOM Exxon Mobil Corp 1.1%
Value $12.04M Shares 70,980 Share Price $169.66 * Est. Cost/Share $86.66 Unrealized @ Report Date +60.1%
IWM ISHARES TR 1.0%
Value $11.33M Shares 45,700 Share Price $248.00 Est. Cost/Share $209.68 Unrealized @ Report Date —
BIL SPDR Bloomberg 1.0%
Value $10.72M Shares 117,029 Share Price $91.64 Est. Cost/Share $91.61 Unrealized @ Report Date —
JPM JPMorgan Chase & CO 0.9%
Value $10.54M Shares 35,822 Share Price $294.15 * Est. Cost/Share $170.98 Unrealized @ Report Date +82.1%
MBB iShares Mbs ETF 0.9%
Value $10.51M Shares 110,730 Share Price $94.95 Est. Cost/Share $98.14 Unrealized @ Report Date —
TLT iShares Barclays 20plus 0.8%
Value $8.724M Shares 100,631 Share Price $86.69 Est. Cost/Share $91.23 Unrealized @ Report Date —
WMT Walmart Inc 0.7%
Value $8.059M Shares 64,848 Share Price $124.28 Est. Cost/Share $78.59 Unrealized @ Report Date +55.3%
IWF iShares Russell 1000 Growth ETF 0.7%
Value $8.045M Shares 18,867 Share Price $426.40 Est. Cost/Share $341.74 Unrealized @ Report Date —
TIP iShares TIPS Bd ETF 0.7%
Value $7.974M Shares 72,252 Share Price $110.36 Est. Cost/Share $109.93 Unrealized @ Report Date —
IBTH ISHARES TR 0.7%
Value $7.849M Shares 349,939 Share Price $22.43 Est. Cost/Share $22.48 Unrealized @ Report Date —
XLE Energy Select Sector SPDR Fund 0.7%
Value $7.777M Shares 126,954 Share Price $61.26 Est. Cost/Share $53.95 Unrealized @ Report Date —
JNK SPDR Bloomberg ETF 0.7%
Value $7.634M Shares 79,754 Share Price $95.72 Est. Cost/Share $96.42 Unrealized @ Report Date —
AVGO Broadcom Inc 0.7%
Value $7.35M Shares 23,748 Share Price $309.51 * Est. Cost/Share $155.21 Unrealized @ Report Date +115.3%
VUG Vanguard Growth ETF 0.6%
Value $7.184M Shares 16,449 Share Price $436.77 Est. Cost/Share $325.53 Unrealized @ Report Date —
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value $7.14M Shares 141,079 Share Price $50.61 Est. Cost/Share $50.42 Unrealized @ Report Date —
JNJ Johnson & Johnson 0.6%
Value $7.045M Shares 28,821 Share Price $244.44 * Est. Cost/Share $137.59 Unrealized @ Report Date +65.6%
IEI ISHARES TR 0.6%
Value $6.899M Shares 58,168 Share Price $118.60 Est. Cost/Share $118.24 Unrealized @ Report Date —
GOVT ISHARES TR 0.6%
Value $6.807M Shares 297,111 Share Price $22.91 Est. Cost/Share $24.02 Unrealized @ Report Date —
ABBV Abbvie Inc 0.6%
Value $6.512M Shares 29,941 Share Price $217.49 * Est. Cost/Share $135.85 Unrealized @ Report Date +63.8%
SHV ISHARES TR 0.6%
Value $6.487M Shares 58,765 Share Price $110.39 Est. Cost/Share $110.33 Unrealized @ Report Date —
CSCO CISCO SYS INC 0.6%
Value $6.403M Shares 82,527 Share Price $77.59 Est. Cost/Share $44.78 Unrealized @ Report Date +74.0%
CVX Chevron Corporation 0.6%
Value $6.352M Shares 30,703 Share Price $206.90 * Est. Cost/Share $132.95 Unrealized @ Report Date +29.3%
ET ENERGY TRANSFER L P 0.6%
Value $6.18M Shares 320,187 Share Price $19.30 Est. Cost/Share $18.32 Unrealized @ Report Date —
DIA STATE STR SPDR DOW JONES IND 0.6%
Value $6.168M Shares 13,317 Share Price $463.19 Est. Cost/Share $396.79 Unrealized @ Report Date —
EFA iShares MSCI EAFE ETF 0.5%
Value $6.073M Shares 62,523 Share Price $97.13 Est. Cost/Share $75.02 Unrealized @ Report Date —
MU Micron Technology 0.5%
Value $5.956M Shares 17,629 Share Price $337.84 * Est. Cost/Share $161.21 Unrealized @ Report Date +140.1%
IJH iShares Core S&P Mid Cap ETF 0.5%
Value $5.824M Shares 86,236 Share Price $67.53 Est. Cost/Share $88.74 Unrealized @ Report Date —
IVOL Kraneshares Tr 0.5%
Value $5.794M Shares 309,674 Share Price $18.71 Est. Cost/Share $18.74 Unrealized @ Report Date —
EPD ENTERPRISE PRODS PARTNERS L 0.5%
Value $5.792M Shares 153,054 Share Price $37.84 Est. Cost/Share $28.41 Unrealized @ Report Date —
IBM IBM 0.5%
Value $5.503M Shares 22,705 Share Price $242.38 * Est. Cost/Share $119.30 Unrealized @ Report Date +138.0%
SPSB SPDR Port Sh Tm ETF 0.5%
Value $5.203M Shares 173,023 Share Price $30.07 Est. Cost/Share $30.78 Unrealized @ Report Date —
VGT Vanguard Information Technology ETF 0.5%
Value $5.15M Shares 7,382 Share Price $697.64 Est. Cost/Share $589.18 Unrealized @ Report Date —
IVV iShares Core S&P 500 ETF 0.5%
Value $5.077M Shares 7,773 Share Price $653.21 Est. Cost/Share $517.38 Unrealized @ Report Date —
MRK MERCK & CO INC 0.4%
Value $4.879M Shares 40,564 Share Price $120.29 * Est. Cost/Share $87.82 Unrealized @ Report Date +30.1%
META Meta Platforms Inc 0.4%
Value $4.859M Shares 8,494 Share Price $572.11 * Est. Cost/Share $421.59 Unrealized @ Report Date +55.5%
GLW CORNING INC 0.4%
Value $4.846M Shares 35,637 Share Price $135.97 * Est. Cost/Share $42.83 Unrealized @ Report Date +160.8%
DVY iShares Select Dividend ETF 0.4%
Value $4.573M Shares 30,203 Share Price $151.41 Est. Cost/Share $114.58 Unrealized @ Report Date —
XME SPDR S&P Metals & Mining ETF 0.4%
Value $4.565M Shares 42,265 Share Price $108.01 Est. Cost/Share $81.88 Unrealized @ Report Date —
IAU ISHARES GOLD TR 0.4%
Value $4.496M Shares 50,998 Share Price $88.16 Est. Cost/Share $59.44 Unrealized @ Report Date —
HYG iShares Iboxx Usd 0.4%
Value $4.488M Shares 56,413 Share Price $79.56 Est. Cost/Share $78.70 Unrealized @ Report Date —
RTX Raytheon Tech 0.4%
Value $4.473M Shares 23,191 Share Price $192.90 Est. Cost/Share $176.81 Unrealized @ Report Date +11.2%
IJR iShares Core S&P Small Cap ETF 0.4%
Value $4.463M Shares 35,899 Share Price $124.31 Est. Cost/Share $108.73 Unrealized @ Report Date —
VGK Vanguard FTSE Europe ETF 0.4%
Value $4.401M Shares 53,389 Share Price $82.43 Est. Cost/Share $73.06 Unrealized @ Report Date —
V VISA INC 0.4%
Value $4.297M Shares 14,219 Share Price $302.23 * Est. Cost/Share $252.47 Unrealized @ Report Date +30.4%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value $4.205M Shares 21,908 Share Price $191.92 Est. Cost/Share $162.05 Unrealized @ Report Date —
ETN EATON CORP PLC 0.4%
Value $4.193M Shares 11,722 Share Price $357.67 Est. Cost/Share $250.18 Unrealized @ Report Date +41.3%
SHY iShares 1-3 Yr Treas 0.4%
Value $4.136M Shares 50,090 Share Price $82.57 Est. Cost/Share $82.62 Unrealized @ Report Date —
COST COSTCO WHOLESALE CORPORATION 0.4%
Value $4.119M Shares 4,134 Share Price $996.43 * Est. Cost/Share $687.58 Unrealized @ Report Date +40.2%
FLOT iShares Floatingrate 0.4%
Value $4.107M Shares 80,611 Share Price $50.95 Est. Cost/Share $50.95 Unrealized @ Report Date —
KO COCA COLA CO 0.4%
Value $4.029M Shares 52,981 Share Price $76.05 Est. Cost/Share $49.60 Unrealized @ Report Date +50.7%
AMD Advanced Micro Devic 0.4%
Value $3.928M Shares 19,309 Share Price $203.43 * Est. Cost/Share $207.65 Unrealized @ Report Date +6.8%
MKTN Federated Herme/mdt Mkt Neutral Etf 0.3%
Value $3.797M Shares 146,267 Share Price $25.96 Est. Cost/Share $25.65 Unrealized @ Report Date —
CAT CATERPILLAR INC 0.3%
Value $3.795M Shares 5,357 Share Price $708.38 * Est. Cost/Share $307.03 Unrealized @ Report Date +122.9%
XLV Health Care Select Sector SPDR Fund 0.3%
Value $3.742M Shares 25,525 Share Price $146.61 Est. Cost/Share $151.21 Unrealized @ Report Date —
HD Home Depot 0.3%
Value $3.694M Shares 11,232 Share Price $328.89 * Est. Cost/Share $327.76 Unrealized @ Report Date +15.0%
LMT Lockheed Martin 0.3%
Value $3.637M Shares 6,018 Share Price $604.33 Est. Cost/Share $432.31 Unrealized @ Report Date +39.0%
VZ Verizon Comm 0.3%
Value $3.591M Shares 71,534 Share Price $50.20 * Est. Cost/Share $38.37 Unrealized @ Report Date +14.2%
PFE Pfizer 0.3%
Value $3.54M Shares 126,065 Share Price $28.08 * Est. Cost/Share $26.77 Unrealized @ Report Date -2.2%
XLK SELECT SECTOR SPDR TR 0.3%
Value $3.514M Shares 26,441 Share Price $132.90 Est. Cost/Share $176.91 Unrealized @ Report Date —
MCD McDonalds Corp 0.3%
Value $3.483M Shares 11,209 Share Price $310.77 * Est. Cost/Share $250.38 Unrealized @ Report Date +26.7%
TSM Taiwan Semiconductor 0.3%
Value $3.38M Shares 10,000 Share Price $337.95 Est. Cost/Share $170.10 Unrealized @ Report Date —
IYE ISHARES TR 0.3%
Value $3.312M Shares 51,140 Share Price $64.77 Est. Cost/Share $46.17 Unrealized @ Report Date —
TXN TEXAS INSTRS INC 0.3%
Value $3.294M Shares 16,965 Share Price $194.14 * Est. Cost/Share $153.47 Unrealized @ Report Date +34.4%
EMB iShares JPMorgan 0.3%
Value $3.286M Shares 34,988 Share Price $93.93 Est. Cost/Share $92.70 Unrealized @ Report Date —
PM PHILIP MORRIS INTL INC 0.3%
Value $3.245M Shares 19,629 Share Price $165.34 * Est. Cost/Share $91.17 Unrealized @ Report Date +93.0%
DGRO iShares Core Dividend Growth ETF 0.3%
Value $3.21M Shares 45,736 Share Price $70.18 Est. Cost/Share $67.99 Unrealized @ Report Date —
IGM ISHARES TR 0.3%
Value $3.194M Shares 26,951 Share Price $118.51 Est. Cost/Share $107.49 Unrealized @ Report Date —
T AT&T Inc 0.3%
Value $3.17M Shares 109,343 Share Price $28.99 * Est. Cost/Share $17.69 Unrealized @ Report Date +45.6%
LLY ELI LILLY & CO 0.3%
Value $3.149M Shares 3,424 Share Price $919.77 * Est. Cost/Share $690.37 Unrealized @ Report Date +51.7%
FLRN SPDR Barclays Inv 0.3%
Value $3.123M Shares 101,470 Share Price $30.78 Est. Cost/Share $30.70 Unrealized @ Report Date —
UNP UNION PAC CORP 0.3%
Value $3.113M Shares 12,833 Share Price $242.61 Est. Cost/Share $220.35 Unrealized @ Report Date +10.4%
MA Mastercard Inc-A 0.3%
Value $3.09M Shares 6,184 Share Price $499.66 * Est. Cost/Share $423.52 Unrealized @ Report Date +27.3%
VRT Vertiv Holdings 0.3%
Value $3.013M Shares 12,023 Share Price $250.58 * Est. Cost/Share $107.15 Unrealized @ Report Date +86.5%
XLF Financial Select Sector SPDR Fund 0.3%
Value $2.954M Shares 59,841 Share Price $49.37 Est. Cost/Share $44.47 Unrealized @ Report Date —
INTC Intel Corp 0.3%
Value $2.931M Shares 66,407 Share Price $44.13 * Est. Cost/Share $35.04 Unrealized @ Report Date +32.5%
GILD Gilead Sciences Inc 0.3%
Value $2.909M Shares 20,872 Share Price $139.37 Est. Cost/Share $67.26 Unrealized @ Report Date +105.7%
VO VANGUARD INDEX FDS 0.3%
Value $2.894M Shares 10,078 Share Price $287.18 Est. Cost/Share $244.81 Unrealized @ Report Date —
LRCX LAM RESEARCH CORP 0.2%
Value $2.755M Shares 12,896 Share Price $213.66 * Est. Cost/Share $78.35 Unrealized @ Report Date +188.4%
AGG iShares Core US Agg 0.2%
Value $2.746M Shares 27,657 Share Price $99.27 Est. Cost/Share $100.14 Unrealized @ Report Date —
TSLA Tesla Inc 0.2%
Value $2.744M Shares 7,382 Share Price $371.75 * Est. Cost/Share $263.21 Unrealized @ Report Date +61.8%
DFAE Dimensional Etf/emerging Mkts Core 0.2%
Value $2.736M Shares 80,800 Share Price $33.86 Est. Cost/Share $33.86 Unrealized @ Report Date —
SCHD SCHWAB STRATEGIC TR 0.2%
Value $2.721M Shares 88,697 Share Price $30.68 Est. Cost/Share $38.64 Unrealized @ Report Date —
EPP iShares MSCI Pacific Ex-Japan ETF 0.2%
Value $2.714M Shares 51,070 Share Price $53.14 Est. Cost/Share $53.14 Unrealized @ Report Date —
NFLX Netflix Com Inc 0.2%
Value $2.713M Shares 28,220 Share Price $96.15 * Est. Cost/Share $100.92 Unrealized @ Report Date -16.9%
IGIB ISHARES TR 0.2%
Value $2.655M Shares 49,895 Share Price $53.22 Est. Cost/Share $53.48 Unrealized @ Report Date —
MO Altria Group Inc 0.2%
Value $2.634M Shares 39,913 Share Price $65.99 * Est. Cost/Share $40.27 Unrealized @ Report Date +56.5%
VFLO VICTORY PORTFOLIOS II 0.2%
Value $2.604M Shares 65,952 Share Price $39.48 Est. Cost/Share $33.21 Unrealized @ Report Date —
PG Procter & Gamble CO 0.2%
Value $2.574M Shares 17,818 Share Price $144.44 * Est. Cost/Share $135.56 Unrealized @ Report Date +12.0%
IGSB ISHARES TR 0.2%
Value $2.572M Shares 48,944 Share Price $52.56 Est. Cost/Share $54.54 Unrealized @ Report Date —
TAN INVESCO EXCH TRADED FD TR II 0.2%
Value $2.558M Shares 45,925 Share Price $55.71 Est. Cost/Share $55.71 Unrealized @ Report Date —
TJX TJX Cos Inc New 0.2%
Value $2.542M Shares 15,915 Share Price $159.70 * Est. Cost/Share $99.14 Unrealized @ Report Date +55.6%
FDVV FIDELITY COVINGTON TRUST 0.2%
Value $2.53M Shares 45,794 Share Price $55.24 Est. Cost/Share $49.60 Unrealized @ Report Date —
NEE Nextera Energy Inc 0.2%
Value $2.504M Shares 26,957 Share Price $92.88 * Est. Cost/Share $73.07 Unrealized @ Report Date +19.3%
APH Amphenol Corp 0.2%
Value $2.43M Shares 19,235 Share Price $126.35 * Est. Cost/Share $136.28 Unrealized @ Report Date +7.4%
IWO iShares Russell 2000 Growth ETF 0.2%
Value $2.386M Shares 7,604 Share Price $313.81 Est. Cost/Share $271.25 Unrealized @ Report Date —
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value $2.327M Shares 4,904 Share Price $474.56 * Est. Cost/Share $295.53 Unrealized @ Report Date +26.3%
MDY STATE STR SPDR S&P MIDCAP 40 0.2%
Value $2.323M Shares 3,767 Share Price $616.76 Est. Cost/Share $516.30 Unrealized @ Report Date —
PEP PEPSICO INC 0.2%
Value $2.32M Shares 14,942 Share Price $155.28 Est. Cost/Share $150.14 Unrealized @ Report Date +3.1%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $2.317M Shares 2,739 Share Price $845.90 * Est. Cost/Share $416.13 Unrealized @ Report Date +124.1%
VHT VANGUARD WORLD FD 0.2%
Value $2.28M Shares 8,374 Share Price $272.30 Est. Cost/Share $183.37 Unrealized @ Report Date —
SO SOUTHERN CO 0.2%
Value $2.247M Shares 23,283 Share Price $96.52 * Est. Cost/Share $69.37 Unrealized @ Report Date +29.1%
TCAF T ROWE PRICE ETF INC 0.2%
Value $2.201M Shares 61,852 Share Price $35.59 Est. Cost/Share $32.28 Unrealized @ Report Date —
FIX COMFORT SYS USA INC 0.2%
Value $2.168M Shares 1,572 Share Price $1378.99 * Est. Cost/Share $370.86 Unrealized @ Report Date +222.5%
DBC INVESCO DB COMMDY INDX TRCK 0.2%
Value $2.156M Shares 74,471 Share Price $28.95 Est. Cost/Share $15.69 Unrealized @ Report Date —
VTI VANGUARD INDEX FDS 0.2%
Value $2.144M Shares 6,682 Share Price $320.81 Est. Cost/Share $263.50 Unrealized @ Report Date —
AMGN AMGEN INC 0.2%
Value $2.142M Shares 6,089 Share Price $351.81 Est. Cost/Share $314.22 Unrealized @ Report Date +11.3%
IWB iShares Russell 1000 ETF 0.2%
Value $2.137M Shares 5,992 Share Price $356.56 Est. Cost/Share $305.99 Unrealized @ Report Date —
XLI Industrial Select Sector SPDR Fund 0.2%
Value $2.088M Shares 12,909 Share Price $161.72 Est. Cost/Share $128.59 Unrealized @ Report Date —
HON Honeywell Intl Inc 0.2%
Value $2.073M Shares 9,171 Share Price $226.01 Est. Cost/Share $178.09 Unrealized @ Report Date +26.9%
EWA iShares MSCI Australia ETF 0.2%
Value $2.067M Shares 74,453 Share Price $27.76 Est. Cost/Share $27.76 Unrealized @ Report Date —
ISRG Intuitive Surgical 0.2%
Value $2.045M Shares 4,437 Share Price $460.99 * Est. Cost/Share $341.87 Unrealized @ Report Date +52.4%
VTV VANGUARD INDEX FDS 0.2%
Value $2.02M Shares 10,295 Share Price $196.19 Est. Cost/Share $166.88 Unrealized @ Report Date —
SPGP INVESCO EXCHANGE TRADED FD T 0.2%
Value $1.977M Shares 18,370 Share Price $107.62 Est. Cost/Share $93.52 Unrealized @ Report Date —
RSBA Tidal Tr Ii/return Stacked Bds & Me 0.2%
Value $1.972M Shares 95,000 Share Price $20.76 Est. Cost/Share $20.76 Unrealized @ Report Date —
EME Emcor Group Inc 0.2%
Value $1.966M Shares 2,663 Share Price $738.31 Est. Cost/Share $469.24 Unrealized @ Report Date +54.9%
VLUE ISHARES TR 0.2%
Value $1.948M Shares 13,701 Share Price $142.19 Est. Cost/Share $93.15 Unrealized @ Report Date —
DSI iShares MSCI KLD 400 Social ETF 0.2%
Value $1.942M Shares 16,028 Share Price $121.19 Est. Cost/Share $83.63 Unrealized @ Report Date —
XLY Consumer Discretionary Select Sector SPDR Fd 0.2%
Value $1.941M Shares 17,810 Share Price $108.97 Est. Cost/Share $196.26 Unrealized @ Report Date —
EMR EMERSON ELEC CO 0.2%
Value $1.934M Shares 14,764 Share Price $131.02 * Est. Cost/Share $106.18 Unrealized @ Report Date +39.8%
MOAT VANECK ETF TRUST 0.2%
Value $1.933M Shares 19,986 Share Price $96.70 Est. Cost/Share $92.89 Unrealized @ Report Date —
STIP iShares 0-5 Yr ETF 0.2%
Value $1.912M Shares 18,483 Share Price $103.43 Est. Cost/Share $103.18 Unrealized @ Report Date —
SGOL ETFS GOLD TR 0.2%
Value $1.905M Shares 42,705 Share Price $44.62 Est. Cost/Share $19.34 Unrealized @ Report Date —
RGLD ROYAL GOLD INC 0.2%
Value $1.891M Shares 7,432 Share Price $254.49 * Est. Cost/Share $128.27 Unrealized @ Report Date +110.5%
UNH United Health Grp 0.2%
Value $1.867M Shares 6,902 Share Price $270.56 * Est. Cost/Share $480.25 Unrealized @ Report Date -35.7%
BAC BANK AMERICA CORP 0.2%
Value $1.864M Shares 38,237 Share Price $48.75 * Est. Cost/Share $45.61 Unrealized @ Report Date +17.7%
LOW Lowes Companies Inc 0.2%
Value $1.848M Shares 7,820 Share Price $236.28 * Est. Cost/Share $198.49 Unrealized @ Report Date +36.8%
BND ETF Vang Tot Bd Mkt 0.2%
Value $1.817M Shares 24,668 Share Price $73.64 Est. Cost/Share $74.69 Unrealized @ Report Date —
DSTL ETF SER SOLUTIONS 0.2%
Value $1.816M Shares 31,372 Share Price $57.88 Est. Cost/Share $46.79 Unrealized @ Report Date —
CME CME Group Inc 0.2%
Value $1.811M Shares 6,133 Share Price $295.35 * Est. Cost/Share $250.82 Unrealized @ Report Date +15.4%
DBMF LITMAN GREGORY FDS TR 0.2%
Value $1.801M Shares 59,746 Share Price $30.15 Est. Cost/Share $28.13 Unrealized @ Report Date —
XLU SELECT SECTOR SPDR TR 0.2%
Value $1.8M Shares 39,218 Share Price $45.89 Est. Cost/Share $53.13 Unrealized @ Report Date —
PYLD PIMCO ETF TR 0.2%
Value $1.76M Shares 67,168 Share Price $26.20 Est. Cost/Share $24.97 Unrealized @ Report Date —
IMCG ISHARES TR 0.2%
Value $1.76M Shares 22,340 Share Price $78.77 Est. Cost/Share $60.30 Unrealized @ Report Date —
PRU PRUDENTIAL FINL INC 0.2%
Value $1.755M Shares 17,964 Share Price $97.69 * Est. Cost/Share $95.25 Unrealized @ Report Date +12.7%
PHO Invesco Water Resources ETF 0.2%
Value $1.748M Shares 26,150 Share Price $66.86 Est. Cost/Share $32.31 Unrealized @ Report Date —
XHB Spdr S Tr/st Str Spdr S&p Hom 0.2%
Value $1.744M Shares 17,669 Share Price $98.72 Est. Cost/Share $98.72 Unrealized @ Report Date —
URI United Rentals 0.2%
Value $1.704M Shares 2,339 Share Price $728.56 * Est. Cost/Share $366.54 Unrealized @ Report Date +140.9%
BTAL Agf Investments/agf Us Mkt Neutral 0.2%
Value $1.7M Shares 121,755 Share Price $13.96 Est. Cost/Share $14.39 Unrealized @ Report Date —
GNR S&P Global Natural Resource Producers 0.2%
Value $1.696M Shares 22,714 Share Price $74.67 Est. Cost/Share $62.14 Unrealized @ Report Date —
IVE ISHARES TR 0.2%
Value $1.679M Shares 7,951 Share Price $211.15 Est. Cost/Share $167.25 Unrealized @ Report Date —
AXP American Express 0.1%
Value $1.666M Shares 5,507 Share Price $302.48 * Est. Cost/Share $284.84 Unrealized @ Report Date +25.0%
EWJ ISHARES INC 0.1%
Value $1.662M Shares 19,682 Share Price $84.44 Est. Cost/Share $84.44 Unrealized @ Report Date —
ILF iShares Latin America 40 ETF 0.1%
Value $1.65M Shares 46,452 Share Price $35.52 Est. Cost/Share $30.45 Unrealized @ Report Date —
SDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value $1.625M Shares 41,207 Share Price $39.43 Est. Cost/Share $29.57 Unrealized @ Report Date —
WMB Williams Cos 0.1%
Value $1.621M Shares 22,273 Share Price $72.78 * Est. Cost/Share $39.94 Unrealized @ Report Date +66.1%
LONZ PIMCO ETF TR 0.1%
Value $1.612M Shares 32,638 Share Price $49.38 Est. Cost/Share $49.49 Unrealized @ Report Date —
VB VANGUARD INDEX FDS 0.1%
Value $1.576M Shares 6,019 Share Price $261.92 Est. Cost/Share $234.21 Unrealized @ Report Date —
SHEL Shell PLC 0.1%
Value $1.563M Shares 16,803 Share Price $93.00 Est. Cost/Share $61.36 Unrealized @ Report Date —
SPHB Invesco S&P 500 High Beta ETF 0.1%
Value $1.562M Shares 13,473 Share Price $115.95 Est. Cost/Share $106.16 Unrealized @ Report Date —
AMLP Alerian MLP ETF 0.1%
Value $1.552M Shares 29,476 Share Price $52.64 Est. Cost/Share $37.94 Unrealized @ Report Date —
OMF Onemain Hldgs 0.1%
Value $1.546M Shares 28,903 Share Price $53.49 * Est. Cost/Share $51.26 Unrealized @ Report Date +23.3%
COP Conocophillips 0.1%
Value $1.543M Shares 11,687 Share Price $131.99 * Est. Cost/Share $77.27 Unrealized @ Report Date +32.8%
GEV GE VERNOVA INC 0.1%
Value $1.529M Shares 1,752 Share Price $872.90 * Est. Cost/Share $415.97 Unrealized @ Report Date +77.2%
BMY Bristol Myers Squibb 0.1%
Value $1.528M Shares 25,193 Share Price $60.65 * Est. Cost/Share $49.01 Unrealized @ Report Date +17.2%
XOP SPDR S&P Oil & Gas Expl & Prod ETF 0.1%
Value $1.508M Shares 8,291 Share Price $181.83 Est. Cost/Share $158.00 Unrealized @ Report Date —
TRV TRAVELERS COMPANIES INC 0.1%
Value $1.503M Shares 5,153 Share Price $291.68 Est. Cost/Share $279.35 Unrealized @ Report Date +3.3%
MS Morgan Stanley 0.1%
Value $1.486M Shares 9,031 Share Price $164.57 * Est. Cost/Share $98.85 Unrealized @ Report Date +81.8%
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value $1.476M Shares 23,027 Share Price $64.08 Est. Cost/Share $49.75 Unrealized @ Report Date —
DUK Duke Energy Corp New 0.1%
Value $1.471M Shares 11,231 Share Price $130.93 * Est. Cost/Share $92.01 Unrealized @ Report Date +31.4%
PWR QUANTA SVCS INC 0.1%
Value $1.455M Shares 2,650 Share Price $549.02 * Est. Cost/Share $486.21 Unrealized @ Report Date 0.0%
FELG FIDELITY COVINGTON TRUST 0.1%
Value $1.451M Shares 38,710 Share Price $37.49 Est. Cost/Share $31.50 Unrealized @ Report Date —
XLB Materials Select Sector SPDR Fund 0.1%
Value $1.45M Shares 29,011 Share Price $49.97 Est. Cost/Share $55.21 Unrealized @ Report Date —
ASML ASML HLDG NV 0.1%
Value $1.44M Shares 1,090 Share Price $1320.83 Est. Cost/Share $867.40 Unrealized @ Report Date —
XLC Communication Services Select Sector SPDR Fd 0.1%
Value $1.439M Shares 12,984 Share Price $110.85 Est. Cost/Share $90.88 Unrealized @ Report Date —
SWKS Skyworks Solutions 0.1%
Value $1.394M Shares 26,035 Share Price $53.55 * Est. Cost/Share $84.85 Unrealized @ Report Date -29.3%
UPS UNITED PARCEL SVCS INC 0.1%
Value $1.392M Shares 14,148 Share Price $98.38 * Est. Cost/Share $116.66 Unrealized @ Report Date -5.8%
LHX L3 Harris Tech 0.1%
Value $1.383M Shares 4,007 Share Price $345.15 Est. Cost/Share $228.15 Unrealized @ Report Date +50.4%
NVS Novartis 0.1%
Value $1.372M Shares 8,983 Share Price $152.75 Est. Cost/Share $97.59 Unrealized @ Report Date —
BX Blackstone Inc 0.1%
Value $1.357M Shares 11,802 Share Price $114.98 * Est. Cost/Share $116.56 Unrealized @ Report Date +20.9%
OKE Oneok Inc New 0.1%
Value $1.351M Shares 14,944 Share Price $90.39 * Est. Cost/Share $70.69 Unrealized @ Report Date +11.1%
FDV Federated Hermes ETF 0.1%
Value $1.345M Shares 43,660 Share Price $30.80 Est. Cost/Share $27.23 Unrealized @ Report Date —
CIEN CIENA CORP 0.1%
Value $1.333M Shares 3,434 Share Price $388.23 * Est. Cost/Share $159.19 Unrealized @ Report Date +70.2%
TGT Target Corp 0.1%
Value $1.317M Shares 10,870 Share Price $121.20 * Est. Cost/Share $108.38 Unrealized @ Report Date +0.8%
CLOZ SERIES PORTFOLIOS TR 0.1%
Value $1.312M Shares 51,150 Share Price $25.65 Est. Cost/Share $26.62 Unrealized @ Report Date —
IOO ISHARES TR 0.1%
Value $1.311M Shares 10,838 Share Price $120.97 Est. Cost/Share $116.82 Unrealized @ Report Date —
KMB Kimberly-Clark Corp 0.1%
Value $1.305M Shares 13,525 Share Price $96.47 * Est. Cost/Share $113.15 Unrealized @ Report Date -8.9%
HPQ Hp Inc 0.1%
Value $1.28M Shares 66,656 Share Price $19.21 * Est. Cost/Share $28.45 Unrealized @ Report Date -30.5%
USB US BANCORP 0.1%
Value $1.28M Shares 24,620 Share Price $52.01 * Est. Cost/Share $40.75 Unrealized @ Report Date +39.0%
FCFS FIRSTCASH HOLDINGS INC 0.1%
Value $1.279M Shares 6,803 Share Price $188.00 * Est. Cost/Share $111.40 Unrealized @ Report Date +55.7%
DXJ Wisdomtree Tr/japan Hedged Equity 0.1%
Value $1.275M Shares 8,039 Share Price $158.58 Est. Cost/Share $128.03 Unrealized @ Report Date —
CTAS CINTAS CORP 0.1%
Value $1.273M Shares 7,528 Share Price $169.14 * Est. Cost/Share $168.69 Unrealized @ Report Date +14.6%
IXN iShares Global Tech ETF 0.1%
Value $1.26M Shares 12,600 Share Price $99.97 Est. Cost/Share $78.02 Unrealized @ Report Date —
CG Carlyle Group Inc 0.1%
Value $1.252M Shares 25,870 Share Price $48.39 * Est. Cost/Share $34.03 Unrealized @ Report Date +73.3%
PSX Phillips 66 0.1%
Value $1.248M Shares 6,849 Share Price $182.16 * Est. Cost/Share $113.67 Unrealized @ Report Date +29.4%
CCOR Core Alternative ETF 0.1%
Value $1.246M Shares 47,792 Share Price $26.07 Est. Cost/Share $28.46 Unrealized @ Report Date —
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.243M Shares 22,789 Share Price $54.55 Est. Cost/Share $45.06 Unrealized @ Report Date —
TMUS T Mobile US Inc 0.1%
Value $1.239M Shares 5,901 Share Price $210.03 * Est. Cost/Share $195.58 Unrealized @ Report Date +2.4%
DEXC Dimensional Etf/dimensional Emergin 0.1%
Value $1.236M Shares 19,055 Share Price $64.86 Est. Cost/Share $52.76 Unrealized @ Report Date —
TUA Simplify Exchan/short Term Treas F 0.1%
Value $1.209M Shares 57,302 Share Price $21.10 Est. Cost/Share $21.60 Unrealized @ Report Date —
PDBC Invesco Opt Yield Divs Commodity Strat No K-1 0.1%
Value $1.194M Shares 68,954 Share Price $17.32 Est. Cost/Share $13.16 Unrealized @ Report Date —
FSMD FIDELITY COVINGTON TRUST 0.1%
Value $1.192M Shares 26,659 Share Price $44.72 Est. Cost/Share $39.16 Unrealized @ Report Date —
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $1.187M Shares 9,065 Share Price $130.95 * Est. Cost/Share $77.62 Unrealized @ Report Date +62.4%
OMC Omnicom Group Inc 0.1%
Value $1.186M Shares 15,749 Share Price $75.31 Est. Cost/Share $74.58 Unrealized @ Report Date +2.6%
RSPN INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.168M Shares 20,291 Share Price $57.58 Est. Cost/Share $57.43 Unrealized @ Report Date —
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.168M Shares 7,985 Share Price $146.28 * Est. Cost/Share $67.60 Unrealized @ Report Date +128.1%
MPC Marathon Pete Corp 0.1%
Value $1.167M Shares 4,781 Share Price $244.18 * Est. Cost/Share $56.58 Unrealized @ Report Date +226.5%
DOW Dow Hldgs Inc 0.1%
Value $1.154M Shares 27,706 Share Price $41.65 * Est. Cost/Share $41.84 Unrealized @ Report Date -30.6%
DIVO AMPLIFY ETF TR 0.1%
Value $1.148M Shares 25,593 Share Price $44.85 Est. Cost/Share $44.85 Unrealized @ Report Date —
CRM Salesforce Inc 0.1%
Value $1.141M Shares 6,111 Share Price $186.66 * Est. Cost/Share $245.32 Unrealized @ Report Date -12.0%
HWM HOWMET AEROSPACE INC 0.1%
Value $1.136M Shares 4,931 Share Price $230.46 Est. Cost/Share $82.76 Unrealized @ Report Date +173.7%
DE Deere & CO 0.1%
Value $1.122M Shares 1,992 Share Price $563.07 * Est. Cost/Share $383.31 Unrealized @ Report Date +43.8%
IWY iShares Russell Top 200 Growth ETF 0.1%
Value $1.115M Shares 4,481 Share Price $248.84 Est. Cost/Share $173.21 Unrealized @ Report Date —
MDT Medtronic PLC 0.1%
Value $1.113M Shares 12,840 Share Price $86.64 * Est. Cost/Share $88.38 Unrealized @ Report Date +12.6%
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value $1.1M Shares 17,207 Share Price $63.94 Est. Cost/Share $63.94 Unrealized @ Report Date —
DFNL DAVIS FUNDAMENTAL ETF TR 0.1%
Value $1.1M Shares 24,529 Share Price $44.84 Est. Cost/Share $48.33 Unrealized @ Report Date —
O Realty Income Corp 0.1%
Value $1.096M Shares 17,917 Share Price $61.18 * Est. Cost/Share $53.70 Unrealized @ Report Date +6.7%
DLN WISDOMTREE TR 0.1%
Value $1.096M Shares 12,264 Share Price $89.33 Est. Cost/Share $84.42 Unrealized @ Report Date —
DIS Disney (Walt) CO 0.1%
Value $1.09M Shares 11,309 Share Price $96.38 * Est. Cost/Share $110.34 Unrealized @ Report Date -0.8%
SHW SHERWIN WILLIAMS CO 0.1%
Value $1.09M Shares 3,399 Share Price $320.55 * Est. Cost/Share $308.79 Unrealized @ Report Date +15.1%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 0.1%
Value $1.088M Shares 13,154 Share Price $82.75 Est. Cost/Share $79.96 Unrealized @ Report Date —
TUR iShares MSCI Turkey ETF 0.1%
Value $1.086M Shares 28,097 Share Price $38.65 Est. Cost/Share $38.65 Unrealized @ Report Date —
IYK ISHARES TR 0.1%
Value $1.082M Shares 15,455 Share Price $70.03 Est. Cost/Share $70.03 Unrealized @ Report Date —
UTES ETFIS SER TR I 0.1%
Value $1.061M Shares 13,274 Share Price $79.90 Est. Cost/Share $79.81 Unrealized @ Report Date —
DISV DIMENSIONAL ETF TRUST 0.1%
Value $1.06M Shares 26,884 Share Price $39.44 Est. Cost/Share $25.83 Unrealized @ Report Date —
FV FIRST TR EXCHANGE TRADED FD 0.1%
Value $1.058M Shares 17,501 Share Price $60.43 Est. Cost/Share $57.29 Unrealized @ Report Date —
CB Chubb Limited 0.1%
Value $1.056M Shares 3,239 Share Price $325.93 * Est. Cost/Share $258.28 Unrealized @ Report Date +22.4%
WM Waste Management Inc 0.1%
Value $1.053M Shares 4,582 Share Price $229.78 Est. Cost/Share $145.05 Unrealized @ Report Date +55.9%
LVHI LEGG MASON ETF INVT 0.1%
Value $1.045M Shares 25,790 Share Price $40.54 Est. Cost/Share $31.47 Unrealized @ Report Date —
CMCSA COMCAST CORP NEW 0.1%
Value $1.035M Shares 36,067 Share Price $28.71 * Est. Cost/Share $34.40 Unrealized @ Report Date -13.3%
MCK Mckesson Corp 0.1%
Value $1.023M Shares 1,182 Share Price $865.36 Est. Cost/Share $503.70 Unrealized @ Report Date +73.8%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.1%
Value $1.022M Shares 14,500 Share Price $70.51 * Est. Cost/Share $26.11 Unrealized @ Report Date +292.1%
SLV ISHARES SILVER TR 0.1%
Value $1.014M Shares 14,883 Share Price $68.14 Est. Cost/Share $28.34 Unrealized @ Report Date —
ITA ISHARES TR 0.1%
Value $1.007M Shares 4,604 Share Price $218.75 Est. Cost/Share $134.21 Unrealized @ Report Date —
GE GE Aerospace 0.1%
Value $1.005M Shares 3,540 Share Price $283.77 * Est. Cost/Share $194.01 Unrealized @ Report Date +64.0%
ORCL ORACLE CORP 0.1%
Value $996K Shares 6,773 Share Price $147.11 * Est. Cost/Share $148.76 Unrealized @ Report Date +14.0%
HUBB HUBBELL INC 0.1%
Value $996K Shares 2,030 Share Price $490.74 Est. Cost/Share $172.34 Unrealized @ Report Date +187.4%
ABT Abbott Laboratories 0.1%
Value $994K Shares 9,681 Share Price $102.67 * Est. Cost/Share $119.76 Unrealized @ Report Date -3.6%
LITE LUMENTUM HLDGS INC 0.1%
Value $994K Shares 1,414 Share Price $702.76 * Est. Cost/Share $256.82 Unrealized @ Report Date +81.9%
MUB iShares S&P Ntl Muni 0.1%
Value $988K Shares 9,304 Share Price $106.15 Est. Cost/Share $106.70 Unrealized @ Report Date —
VNLA JANUS DETROIT STR TR 0.1%
Value $987K Shares 20,191 Share Price $48.86 Est. Cost/Share $48.07 Unrealized @ Report Date —
AKRE PROFESIONALLY MANAGED PORTFO 0.1%
Value $986K Shares 18,661 Share Price $52.85 Est. Cost/Share $65.51 Unrealized @ Report Date —
SBUX Starbucks Corp 0.1%
Value $984K Shares 10,981 Share Price $89.58 * Est. Cost/Share $84.27 Unrealized @ Report Date +11.1%
MMM 3m CO 0.1%
Value $976K Shares 6,719 Share Price $145.21 * Est. Cost/Share $112.30 Unrealized @ Report Date +46.0%
DFAC USA: Dimensional U.S. Core Equity 2 ETF 0.1%
Value $972K Shares 25,016 Share Price $38.86 Est. Cost/Share $37.25 Unrealized @ Report Date —
QCOM Qualcomm Inc 0.1%
Value $971K Shares 7,539 Share Price $128.78 * Est. Cost/Share $147.73 Unrealized @ Report Date +4.2%
VIK VIKING HOLDINGS LTD 0.1%
Value $956K Shares 13,009 Share Price $73.48 Est. Cost/Share $47.09 Unrealized @ Report Date +56.7%
GNRC Generac Hldgs Inc 0.1%
Value $950K Shares 4,866 Share Price $195.33 * Est. Cost/Share $132.10 Unrealized @ Report Date +38.6%
WPM Wheaton Precious Metals Corp 0.1%
Value $949K Shares 7,241 Share Price $131.01 * Est. Cost/Share $60.19 Unrealized @ Report Date +132.3%
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value $947K Shares 18,752 Share Price $50.48 Est. Cost/Share $52.28 Unrealized @ Report Date —
SYK Stryker Corp 0.1%
Value $946K Shares 2,878 Share Price $328.59 * Est. Cost/Share $324.18 Unrealized @ Report Date +12.5%
PAYX Paychex Inc 0.1%
Value $942K Shares 10,227 Share Price $92.12 * Est. Cost/Share $118.16 Unrealized @ Report Date -13.7%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value $940K Shares 2,384 Share Price $394.15 * Est. Cost/Share $173.19 Unrealized @ Report Date +101.7%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value $930K Shares 17,215 Share Price $54.05 Est. Cost/Share $43.92 Unrealized @ Report Date —
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $928K Shares 2,368 Share Price $391.76 * Est. Cost/Share $152.69 Unrealized @ Report Date +146.6%
AEM Agnico Eagle Mines 0.1%
Value $926K Shares 4,560 Share Price $202.98 Est. Cost/Share $78.29 Unrealized @ Report Date +163.2%
MRVL Marvell Tech Inc 0.1%
Value $922K Shares 9,307 Share Price $99.04 * Est. Cost/Share $73.98 Unrealized @ Report Date +9.6%
DOX Amdocs Limited 0.1%
Value $915K Shares 14,024 Share Price $65.26 * Est. Cost/Share $81.62 Unrealized @ Report Date -5.6%
ITW Illinois Tool Wks 0.1%
Value $915K Shares 3,516 Share Price $260.29 * Est. Cost/Share $224.92 Unrealized @ Report Date +21.5%
HASI HA SUSTAINABLE INFRA CAP INC 0.1%
Value $914K Shares 24,862 Share Price $36.75 * Est. Cost/Share $28.52 Unrealized @ Report Date +23.4%
PFIX Simplify Exchan/simplify Int Rate H 0.1%
Value $910K Shares 19,675 Share Price $46.23 Est. Cost/Share $47.93 Unrealized @ Report Date —
DLB Dolby Laboratories 0.1%
Value $908K Shares 15,117 Share Price $60.06 * Est. Cost/Share $63.75 Unrealized @ Report Date 0.0%
DHR Danaher Corp 0.1%
Value $905K Shares 4,772 Share Price $189.60 * Est. Cost/Share $219.93 Unrealized @ Report Date +2.2%
USMV Blackrock Institutional Trust Company N.a. 0.1%
Value $900K Shares 9,700 Share Price $92.74 Est. Cost/Share $84.60 Unrealized @ Report Date —
BA BOEING CO 0.1%
Value $897K Shares 4,507 Share Price $199.03 * Est. Cost/Share $238.54 Unrealized @ Report Date 0.0%
TRGP Targa Res Corp 0.1%
Value $893K Shares 3,561 Share Price $250.71 * Est. Cost/Share $164.59 Unrealized @ Report Date +22.6%
VNOM VIPER ENERGY INC 0.1%
Value $892K Shares 18,978 Share Price $46.99 * Est. Cost/Share $38.10 Unrealized @ Report Date +7.6%
ENB Enbridge Inc 0.1%
Value $889K Shares 16,416 Share Price $54.14 * Est. Cost/Share $31.17 Unrealized @ Report Date +55.8%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value $888K Shares 12,147 Share Price $73.14 Est. Cost/Share $70.11 Unrealized @ Report Date —
DBEF DBX ETF TR 0.1%
Value $883K Shares 17,866 Share Price $49.40 Est. Cost/Share $36.56 Unrealized @ Report Date —
MGV VANGUARD WORLD FD 0.1%
Value $880K Shares 6,070 Share Price $144.94 Est. Cost/Share $109.11 Unrealized @ Report Date —
TMO Thermo Fisher Scien 0.1%
Value $873K Shares 1,777 Share Price $491.53 * Est. Cost/Share $552.68 Unrealized @ Report Date +4.0%
GDX VANECK ETF TRUST 0.1%
Value $865K Shares 9,424 Share Price $91.77 Est. Cost/Share $61.71 Unrealized @ Report Date —
AMAT Applied Materials 0.1%
Value $864K Shares 2,527 Share Price $341.79 * Est. Cost/Share $269.05 Unrealized @ Report Date +21.4%
WFC WELLS FARGO & CO 0.1%
Value $862K Shares 10,826 Share Price $79.61 * Est. Cost/Share $52.55 Unrealized @ Report Date +71.3%
HACK AMPLIFY ETF TR 0.1%
Value $855K Shares 11,392 Share Price $75.09 Est. Cost/Share $75.09 Unrealized @ Report Date —
EWZ iShares MSCI Brazil ETF 0.1%
Value $852K Shares 22,198 Share Price $38.39 Est. Cost/Share $28.63 Unrealized @ Report Date —
ACA Arcosa Inc 0.1%
Value $849K Shares 8,002 Share Price $106.14 * Est. Cost/Share $117.72 Unrealized @ Report Date 0.0%
INTU INTUIT 0.1%
Value $845K Shares 1,955 Share Price $432.38 * Est. Cost/Share $530.82 Unrealized @ Report Date -6.3%
XLRE Real Estate Select Sector SPDR Fund 0.1%
Value $842K Shares 20,627 Share Price $40.83 Est. Cost/Share $41.66 Unrealized @ Report Date —
NUE Nucor Corp 0.1%
Value $837K Shares 4,947 Share Price $169.10 * Est. Cost/Share $126.24 Unrealized @ Report Date +41.4%
CWEN Clearway Energy Inc Class C 0.1%
Value $836K Shares 21,290 Share Price $39.29 * Est. Cost/Share $26.07 Unrealized @ Report Date +40.7%
IDVO AMPLIFY ETF TR 0.1%
Value $835K Shares 20,636 Share Price $40.47 Est. Cost/Share $40.47 Unrealized @ Report Date —
BKLN Invesco Ex Sr Ln 0.1%
Value $835K Shares 40,892 Share Price $20.41 Est. Cost/Share $20.97 Unrealized @ Report Date —
IWD iShares Russell 1000 Value ETF 0.1%
Value $834K Shares 3,902 Share Price $213.67 Est. Cost/Share $206.31 Unrealized @ Report Date —
AVDE AMERICAN CENTY ETF TR 0.1%
Value $831K Shares 9,790 Share Price $84.84 Est. Cost/Share $84.84 Unrealized @ Report Date —
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value $828K Shares 11,871 Share Price $69.75 Est. Cost/Share $53.13 Unrealized @ Report Date —
GCOW PACER FDS TR 0.1%
Value $828K Shares 17,897 Share Price $46.24 Est. Cost/Share $36.03 Unrealized @ Report Date —
NLY ANNALY CAPITAL MANAGEMENT IN 0.1%
Value $825K Shares 39,030 Share Price $21.15 Est. Cost/Share $21.15 Unrealized @ Report Date —
VST Vistra Corp 0.1%
Value $819K Shares 5,448 Share Price $150.33 * Est. Cost/Share $168.15 Unrealized @ Report Date -3.0%
EEM ISHARES TR 0.1%
Value $810K Shares 14,259 Share Price $56.79 Est. Cost/Share $44.25 Unrealized @ Report Date —
VLO VALERO ENERGY CORP 0.1%
Value $802K Shares 3,247 Share Price $247.07 * Est. Cost/Share $120.13 Unrealized @ Report Date +58.2%
SDY SPDR SERIES TRUST 0.1%
Value $798K Shares 5,469 Share Price $145.94 Est. Cost/Share $117.88 Unrealized @ Report Date —
UI UBIQUITI INC 0.1%
Value $796K Shares 1,007 Share Price $790.29 * Est. Cost/Share $382.87 Unrealized @ Report Date +61.5%
HTH HILLTOP HLDGS INC 0.1%
Value $793K Shares 22,129 Share Price $35.82 * Est. Cost/Share $31.32 Unrealized @ Report Date +18.5%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value $785K Shares 8,707 Share Price $90.10 * Est. Cost/Share $66.16 Unrealized @ Report Date +40.0%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value $784K Shares 3,647 Share Price $215.03 Est. Cost/Share $167.22 Unrealized @ Report Date —
AZO Autozone Inc 0.1%
Value $784K Shares 232 Share Price $3377.78 * Est. Cost/Share $3717.51 Unrealized @ Report Date -2.5%
C CITIGROUP INC 0.1%
Value $780K Shares 6,878 Share Price $113.40 * Est. Cost/Share $56.48 Unrealized @ Report Date +105.7%
ADBE Adobe Inc 0.1%
Value $777K Shares 3,195 Share Price $243.08 * Est. Cost/Share $460.04 Unrealized @ Report Date -37.0%
THD iShares MSCI Thailand ETF 0.1%
Value $773K Shares 11,137 Share Price $69.38 Est. Cost/Share $69.38 Unrealized @ Report Date —
PANW Palo Alto Networks 0.1%
Value $769K Shares 4,794 Share Price $160.32 * Est. Cost/Share $165.49 Unrealized @ Report Date +4.0%
TYA Simplify Exchan/risk Parity Treas E 0.1%
Value $766K Shares 58,318 Share Price $13.13 Est. Cost/Share $13.45 Unrealized @ Report Date —
SPOT Spotify Tech 0.1%
Value $765K Shares 1,578 Share Price $484.91 * Est. Cost/Share $434.46 Unrealized @ Report Date +14.5%
EWT iShares MSCI Taiwan ETF 0.1%
Value $752K Shares 10,607 Share Price $70.92 Est. Cost/Share $70.92 Unrealized @ Report Date —
TFC Truist Finl Corp 0.1%
Value $749K Shares 16,297 Share Price $45.97 * Est. Cost/Share $37.78 Unrealized @ Report Date +35.4%
FANG Diamondback Energy 0.1%
Value $748K Shares 3,780 Share Price $197.79 * Est. Cost/Share $166.88 Unrealized @ Report Date -4.2%
CMI Cummins Inc 0.1%
Value $744K Shares 1,382 Share Price $538.02 * Est. Cost/Share $261.22 Unrealized @ Report Date +120.3%
SHOP Shopify Inc 0.1%
Value $741K Shares 6,249 Share Price $118.62 * Est. Cost/Share $67.28 Unrealized @ Report Date +102.8%
ALB Albemarle Corp 0.1%
Value $737K Shares 4,105 Share Price $179.52 * Est. Cost/Share $171.25 Unrealized @ Report Date 0.0%
GD General Dynamics 0.1%
Value $734K Shares 2,139 Share Price $343.22 * Est. Cost/Share $287.08 Unrealized @ Report Date +23.5%
XLP Consumer Staples Select Sector SPDR Fund 0.1%
Value $731K Shares 8,919 Share Price $81.98 Est. Cost/Share $79.26 Unrealized @ Report Date —
PFFA ETFIS SER TR I 0.1%
Value $730K Shares 35,859 Share Price $20.36 Est. Cost/Share $20.15 Unrealized @ Report Date —
MLM Martin Marietta Matl 0.1%
Value $721K Shares 1,225 Share Price $588.68 * Est. Cost/Share $462.30 Unrealized @ Report Date +43.0%
AVEM AMERICAN CENTY ETF TR 0.1%
Value $719K Shares 8,922 Share Price $80.58 Est. Cost/Share $80.58 Unrealized @ Report Date —
BIPC BROOKFIELD INFRASTRUCTURE CO 0.1%
Value $705K Shares 17,829 Share Price $39.52 * Est. Cost/Share $40.43 Unrealized @ Report Date +16.3%
LNG Cheniere Energy 0.1%
Value $704K Shares 2,481 Share Price $283.76 * Est. Cost/Share $177.72 Unrealized @ Report Date +18.0%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value $702K Shares 23,230 Share Price $30.22 Est. Cost/Share $29.52 Unrealized @ Report Date —
VIAV Viavi Solutions Inc 0.1%
Value $696K Shares 20,923 Share Price $33.28 * Est. Cost/Share $22.97 Unrealized @ Report Date 0.0%
BKNG Booking Holdings 0.1%
Value $695K Shares 165 Share Price $4210.32 * Est. Cost/Share $2627.99 Unrealized @ Report Date +82.0%
NOW Servicenow Inc 0.1%
Value $694K Shares 6,639 Share Price $104.55 * Est. Cost/Share $168.88 Unrealized @ Report Date -28.2%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value $692K Shares 7,649 Share Price $90.53 Est. Cost/Share $74.80 Unrealized @ Report Date —
FLS Flowserve Corp 0.1%
Value $692K Shares 9,414 Share Price $73.51 * Est. Cost/Share $48.73 Unrealized @ Report Date +65.6%
SOXX ISHARES TR 0.1%
Value $692K Shares 2,105 Share Price $328.66 Est. Cost/Share $292.13 Unrealized @ Report Date —
ARES Ares Management 0.1%
Value $690K Shares 6,329 Share Price $109.10 * Est. Cost/Share $127.84 Unrealized @ Report Date +16.2%
VGSH ETF Vanguard S/T Gov 0.1%
Value $682K Shares 11,658 Share Price $58.54 Est. Cost/Share $58.22 Unrealized @ Report Date —
PNC PNC Financial Serv 0.1%
Value $678K Shares 3,258 Share Price $208.09 * Est. Cost/Share $145.75 Unrealized @ Report Date +54.3%
GEL GENESIS ENERGY L P 0.1%
Value $678K Shares 38,000 Share Price $17.83 Est. Cost/Share $17.05 Unrealized @ Report Date —
J Jacobs Solutions Inc 0.1%
Value $671K Shares 5,272 Share Price $127.28 * Est. Cost/Share $111.32 Unrealized @ Report Date +24.5%
AIG AMERICAN INTL GROUP INC 0.1%
Value $670K Shares 8,903 Share Price $75.25 Est. Cost/Share $76.34 Unrealized @ Report Date 0.0%
CFR CULLEN FROST BANKERS INC 0.1%
Value $666K Shares 4,860 Share Price $137.07 * Est. Cost/Share $106.14 Unrealized @ Report Date +32.0%
IMCB ISHARES TR 0.1%
Value $664K Shares 7,953 Share Price $83.43 Est. Cost/Share $79.77 Unrealized @ Report Date —
BAB INVESCO EXCH TRADED FD TR II 0.1%
Value $646K Shares 23,973 Share Price $26.96 Est. Cost/Share $26.07 Unrealized @ Report Date —
NXT NEXTPOWER INC 0.1%
Value $642K Shares 5,329 Share Price $120.55 * Est. Cost/Share $108.82 Unrealized @ Report Date 0.0%
OKLO OKLO INC 0.1%
Value $637K Shares 12,844 Share Price $49.59 * Est. Cost/Share $35.45 Unrealized @ Report Date +126.6%
— NUVEEN MUN VALUE FD INC 0.1%
Value $635K Shares 70,598 Share Price $8.99 Est. Cost/Share $10.06 Unrealized @ Report Date —
COWZ PACER FDS TR 0.1%
Value $634K Shares 10,132 Share Price $62.56 Est. Cost/Share $55.86 Unrealized @ Report Date —
XYL XYLEM INC 0.1%
Value $627K Shares 5,243 Share Price $119.50 * Est. Cost/Share $96.62 Unrealized @ Report Date +41.2%
GPC Genuine Parts CO 0.1%
Value $624K Shares 5,903 Share Price $105.75 * Est. Cost/Share $128.27 Unrealized @ Report Date +4.1%
SYY Sysco Corp 0.1%
Value $623K Shares 8,736 Share Price $71.32 * Est. Cost/Share $68.34 Unrealized @ Report Date +20.3%
CEG Constellation Energy 0.1%
Value $619K Shares 2,218 Share Price $279.13 * Est. Cost/Share $241.98 Unrealized @ Report Date +24.5%
SPHR SPHERE ENTERTAINMENT CO 0.1%
Value $613K Shares 5,225 Share Price $117.40 * Est. Cost/Share $76.20 Unrealized @ Report Date +31.2%
UBER Uber Tech 0.1%
Value $613K Shares 8,525 Share Price $71.93 * Est. Cost/Share $67.19 Unrealized @ Report Date +17.2%
— BLACKSTONE SENI FLTN RAT 202 0.1%
Value $611K Shares 47,218 Share Price $12.95 Est. Cost/Share $15.83 Unrealized @ Report Date —
ING ING GROEP N.V. 0.1%
Value $609K Shares 23,362 Share Price $26.05 Est. Cost/Share $14.99 Unrealized @ Report Date —
NSC Norfolk Southern 0.1%
Value $601K Shares 2,094 Share Price $286.92 * Est. Cost/Share $212.30 Unrealized @ Report Date +40.5%
WRB BERKLEY W R CORP 0.1%
Value $600K Shares 9,060 Share Price $66.28 * Est. Cost/Share $69.44 Unrealized @ Report Date 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $598K Shares 4,564 Share Price $131.07 * Est. Cost/Share $102.22 Unrealized @ Report Date +17.9%
WDC Western Digital Corp 0.1%
Value $593K Shares 2,193 Share Price $270.49 * Est. Cost/Share $129.33 Unrealized @ Report Date +94.3%
APD Air Products & Chem 0.1%
Value $593K Shares 2,040 Share Price $290.49 * Est. Cost/Share $285.04 Unrealized @ Report Date -4.8%
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value $584K Shares 11,659 Share Price $50.12 Est. Cost/Share $50.04 Unrealized @ Report Date —
SCHW Schwab Charles Corp 0.1%
Value $576K Shares 6,125 Share Price $93.97 * Est. Cost/Share $72.54 Unrealized @ Report Date +38.0%
EPU Blackrock Institutional Trust Company N.a. 0.1%
Value $575K Shares 7,128 Share Price $80.71 Est. Cost/Share $80.71 Unrealized @ Report Date —
KMI KINDER MORGAN INC DEL 0.1%
Value $575K Shares 17,147 Share Price $33.53 * Est. Cost/Share $16.49 Unrealized @ Report Date +80.4%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value $572K Shares 7,276 Share Price $78.66 Est. Cost/Share $77.53 Unrealized @ Report Date -0.4%
CVS CVS Health Corp 0.1%
Value $571K Shares 7,949 Share Price $71.82 * Est. Cost/Share $62.26 Unrealized @ Report Date +25.2%
LUV Southwest Airlines 0.1%
Value $571K Shares 15,187 Share Price $37.57 * Est. Cost/Share $36.67 Unrealized @ Report Date +29.1%
NGG National Grid 0.1%
Value $569K Shares 6,723 Share Price $84.60 Est. Cost/Share $63.18 Unrealized @ Report Date —
BTI British American ADR 0.1%
Value $569K Shares 9,726 Share Price $58.47 Est. Cost/Share $44.69 Unrealized @ Report Date —
BCS Barclays PLC ADR 0.1%
Value $568K Shares 26,863 Share Price $21.16 Est. Cost/Share $8.95 Unrealized @ Report Date —
XMHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value $568K Shares 5,496 Share Price $103.36 Est. Cost/Share $98.23 Unrealized @ Report Date —
QXO QXO INC 0.1%
Value $562K Shares 28,964 Share Price $19.42 * Est. Cost/Share $18.92 Unrealized @ Report Date +27.6%
IJK iShares S&P Midcap 400 Growth ETF 0.1%
Value $558K Shares 5,550 Share Price $100.62 Est. Cost/Share $89.95 Unrealized @ Report Date —
PODD INSULET CORP 0.1%
Value $556K Shares 2,652 Share Price $209.84 * Est. Cost/Share $223.59 Unrealized @ Report Date +18.2%
FCX FREEPORT MCMORAN INC 0.1%
Value $556K Shares 9,460 Share Price $58.78 * Est. Cost/Share $44.00 Unrealized @ Report Date +38.9%
ES Eversource Energy 0.0%
Value $555K Shares 8,006 Share Price $69.28 Est. Cost/Share $61.12 Unrealized @ Report Date +14.7%
BK Bank New York Mellon 0.0%
Value $547K Shares 4,609 Share Price $118.63 Est. Cost/Share $83.38 Unrealized @ Report Date +44.1%
— BLACKROCK SCIENCE & TECHNOLO 0.0%
Value $545K Shares 14,999 Share Price $36.35 Est. Cost/Share $32.58 Unrealized @ Report Date —
MELI Mercadolibre Inc 0.0%
Value $545K Shares 315 Share Price $1729.02 * Est. Cost/Share $1452.00 Unrealized @ Report Date +42.3%
SNY Sanofi Eur 2.0 ADR 0.0%
Value $541K Shares 11,225 Share Price $48.18 Est. Cost/Share $51.69 Unrealized @ Report Date —
BSV VANGUARD BD INDEX FDS 0.0%
Value $536K Shares 6,837 Share Price $78.41 Est. Cost/Share $77.83 Unrealized @ Report Date —
ARCC ARES CAPITAL CORP 0.0%
Value $533K Shares 29,570 Share Price $18.02 * Est. Cost/Share $18.40 Unrealized @ Report Date +8.8%
IDV iShares Intl Select Dividend ETF 0.0%
Value $531K Shares 12,466 Share Price $42.56 Est. Cost/Share $29.50 Unrealized @ Report Date —
SUB ISHARES TR 0.0%
Value $527K Shares 4,952 Share Price $106.50 Est. Cost/Share $106.50 Unrealized @ Report Date —
VCSH ETF Van Sh Tm Corp 0.0%
Value $527K Shares 6,650 Share Price $79.27 Est. Cost/Share $75.65 Unrealized @ Report Date —
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value $526K Shares 23,830 Share Price $22.09 Est. Cost/Share $21.71 Unrealized @ Report Date —
TBIL RBB FD INC 0.0%
Value $526K Shares 10,550 Share Price $49.86 Est. Cost/Share $49.86 Unrealized @ Report Date —
GMED GLOBUS MED INC 0.0%
Value $525K Shares 6,089 Share Price $86.16 * Est. Cost/Share $80.46 Unrealized @ Report Date +13.2%
VXUS VANGUARD STAR FDS 0.0%
Value $522K Shares 6,769 Share Price $77.11 Est. Cost/Share $64.95 Unrealized @ Report Date —
PYPL Paypal Hldgs Inc 0.0%
Value $521K Shares 11,511 Share Price $45.23 * Est. Cost/Share $85.67 Unrealized @ Report Date -41.5%
DOCN DIGITALOCEAN HLDGS INC 0.0%
Value $520K Shares 6,059 Share Price $85.78 * Est. Cost/Share $58.07 Unrealized @ Report Date 0.0%
CRH CRH PLC 0.0%
Value $519K Shares 4,933 Share Price $105.12 * Est. Cost/Share $78.16 Unrealized @ Report Date +59.1%
WSO Watsco Inc 0.0%
Value $518K Shares 1,423 Share Price $363.79 * Est. Cost/Share $340.86 Unrealized @ Report Date +15.1%
NXST Nexstar Media Group 0.0%
Value $515K Shares 2,850 Share Price $180.83 * Est. Cost/Share $180.40 Unrealized @ Report Date +21.0%
ALL ALLSTATE CORP 0.0%
Value $514K Shares 2,479 Share Price $207.34 * Est. Cost/Share $175.93 Unrealized @ Report Date +15.3%
HSY HERSHEY CO 0.0%
Value $512K Shares 2,465 Share Price $207.89 Est. Cost/Share $178.69 Unrealized @ Report Date +14.6%
— NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value $512K Shares 31,874 Share Price $16.07 Est. Cost/Share $16.07 Unrealized @ Report Date —
ROST ROSS STORES INC 0.0%
Value $502K Shares 2,318 Share Price $216.63 * Est. Cost/Share $124.30 Unrealized @ Report Date +54.8%
HAL HALLIBURTON CO 0.0%
Value $501K Shares 12,850 Share Price $38.99 * Est. Cost/Share $25.57 Unrealized @ Report Date +31.2%
AGI Alamos Gold Inc 0.0%
Value $492K Shares 11,083 Share Price $44.43 * Est. Cost/Share $30.47 Unrealized @ Report Date +39.6%
VNQ VANGUARD INDEX FDS 0.0%
Value $491K Shares 5,540 Share Price $88.70 Est. Cost/Share $93.37 Unrealized @ Report Date —
RKLB ROCKET LAB CORP 0.0%
Value $488K Shares 7,600 Share Price $64.22 * Est. Cost/Share $67.92 Unrealized @ Report Date +16.7%
IYW ISHARES TR 0.0%
Value $488K Shares 2,690 Share Price $181.42 Est. Cost/Share $118.90 Unrealized @ Report Date —
OGE Oge Energy Corp 0.0%
Value $486K Shares 10,143 Share Price $47.96 * Est. Cost/Share $39.73 Unrealized @ Report Date +11.9%
TLH ISHARES TR 0.0%
Value $483K Shares 4,800 Share Price $100.72 Est. Cost/Share $101.59 Unrealized @ Report Date —
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $482K Shares 6,327 Share Price $76.15 * Est. Cost/Share $47.08 Unrealized @ Report Date +38.5%
AM ANTERO MIDSTREAM CORP 0.0%
Value $478K Shares 20,950 Share Price $22.80 * Est. Cost/Share $13.60 Unrealized @ Report Date +40.2%
PLD Prologis Inc 0.0%
Value $477K Shares 3,606 Share Price $132.18 * Est. Cost/Share $113.92 Unrealized @ Report Date +13.3%
MP MP MATERIALS CORP 0.0%
Value $475K Shares 9,847 Share Price $48.26 * Est. Cost/Share $61.74 Unrealized @ Report Date 0.0%
DY DYCOM INDS INC 0.0%
Value $474K Shares 1,398 Share Price $338.82 * Est. Cost/Share $384.46 Unrealized @ Report Date 0.0%
SMH VANECK ETF TRUST 0.0%
Value $472K Shares 1,230 Share Price $383.40 Est. Cost/Share $295.13 Unrealized @ Report Date —
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value $470K Shares 8,470 Share Price $55.51 Est. Cost/Share $50.62 Unrealized @ Report Date —
DELL Dell Tech Inc 0.0%
Value $469K Shares 2,860 Share Price $164.13 * Est. Cost/Share $110.76 Unrealized @ Report Date +7.5%
STT STATE STR CORP 0.0%
Value $468K Shares 3,695 Share Price $126.56 * Est. Cost/Share $71.55 Unrealized @ Report Date +82.0%
PTNQ PACER FDS TR 0.0%
Value $467K Shares 6,404 Share Price $72.96 Est. Cost/Share $73.45 Unrealized @ Report Date —
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $466K Shares 5,048 Share Price $92.31 * Est. Cost/Share $89.14 Unrealized @ Report Date +6.5%
BKH BLACK HILLS CORP 0.0%
Value $466K Shares 6,710 Share Price $69.41 * Est. Cost/Share $71.89 Unrealized @ Report Date 0.0%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value $464K Shares 10,254 Share Price $45.26 Est. Cost/Share $48.93 Unrealized @ Report Date —
USDU Wisdomtree Tr Blmbg 0.0%
Value $462K Shares 17,549 Share Price $26.33 Est. Cost/Share $25.80 Unrealized @ Report Date —
CPAI NORTHERN LTS FD TR III 0.0%
Value $459K Shares 10,975 Share Price $41.79 Est. Cost/Share $41.79 Unrealized @ Report Date —
AVT Avnet Inc 0.0%
Value $451K Shares 7,325 Share Price $61.62 * Est. Cost/Share $49.68 Unrealized @ Report Date +17.3%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value $447K Shares 9,018 Share Price $49.61 Est. Cost/Share $43.68 Unrealized @ Report Date —
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value $447K Shares 4,035 Share Price $110.78 Est. Cost/Share $78.56 Unrealized @ Report Date —
MKC MCCORMICK & CO INC 0.0%
Value $447K Shares 8,855 Share Price $50.44 * Est. Cost/Share $70.88 Unrealized @ Report Date -5.9%
PFF iShares Preferred & Income Securities ETF 0.0%
Value $445K Shares 14,691 Share Price $30.32 Est. Cost/Share $31.51 Unrealized @ Report Date —
AFL AFLAC INC 0.0%
Value $444K Shares 4,046 Share Price $109.71 Est. Cost/Share $111.21 Unrealized @ Report Date 0.0%
IGV ISHARES TR 0.0%
Value $440K Shares 5,500 Share Price $80.05 Est. Cost/Share $113.31 Unrealized @ Report Date —
IVW ISHARES TR 0.0%
Value $439K Shares 3,883 Share Price $113.11 Est. Cost/Share $88.54 Unrealized @ Report Date —
COLB COLUMBIA BKG SYS INC 0.0%
Value $437K Shares 15,920 Share Price $27.43 * Est. Cost/Share $24.85 Unrealized @ Report Date +20.6%
SONY Sony Group Corp 0.0%
Value $434K Shares 20,964 Share Price $20.70 Est. Cost/Share $35.47 Unrealized @ Report Date —
BBY Best Buy Co Inc 0.0%
Value $433K Shares 6,743 Share Price $64.20 * Est. Cost/Share $69.23 Unrealized @ Report Date -3.3%
EOG Eog Res Inc 0.0%
Value $432K Shares 2,989 Share Price $144.55 * Est. Cost/Share $109.85 Unrealized @ Report Date +2.1%
SITE Siteone Landscape 0.0%
Value $427K Shares 3,210 Share Price $133.11 * Est. Cost/Share $124.86 Unrealized @ Report Date +16.6%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value $426K Shares 4,256 Share Price $100.19 Est. Cost/Share $100.01 Unrealized @ Report Date —
AUGO Aura Minl Inc/sh Sh 0.0%
Value $426K Shares 5,217 Share Price $81.60 * Est. Cost/Share $65.61 Unrealized @ Report Date 0.0%
SPG Simon Ppty Group Inc 0.0%
Value $420K Shares 2,251 Share Price $186.53 Est. Cost/Share $146.39 Unrealized @ Report Date +25.7%
SRE Sempra 0.0%
Value $417K Shares 4,295 Share Price $97.17 * Est. Cost/Share $86.60 Unrealized @ Report Date +3.4%
IONQ IONQ INC 0.0%
Value $412K Shares 14,275 Share Price $28.83 * Est. Cost/Share $28.76 Unrealized @ Report Date +44.0%
FE First Energy Corp 0.0%
Value $410K Shares 8,102 Share Price $50.66 * Est. Cost/Share $43.79 Unrealized @ Report Date +7.5%
HPE Hewlett Packard 0.0%
Value $410K Shares 17,221 Share Price $23.81 * Est. Cost/Share $18.38 Unrealized @ Report Date +20.0%
QYLD GLOBAL X FDS 0.0%
Value $410K Shares 23,904 Share Price $17.15 Est. Cost/Share $17.75 Unrealized @ Report Date —
WPC W.P. Carey Inc 0.0%
Value $410K Shares 6,030 Share Price $67.96 Est. Cost/Share $63.00 Unrealized @ Report Date —
NEM Newmont Corp 0.0%
Value $409K Shares 3,781 Share Price $108.25 * Est. Cost/Share $64.71 Unrealized @ Report Date +82.5%
XEL Xcel Energy Inc 0.0%
Value $409K Shares 5,148 Share Price $79.44 * Est. Cost/Share $63.71 Unrealized @ Report Date +21.1%
LIN LINDE PLC 0.0%
Value $408K Shares 822 Share Price $495.76 * Est. Cost/Share $446.02 Unrealized @ Report Date +3.1%
NJR NEW JERSEY RES CORP 0.0%
Value $407K Shares 7,416 Share Price $54.92 * Est. Cost/Share $44.66 Unrealized @ Report Date +12.0%
CBRE Cbre Group Inc 0.0%
Value $407K Shares 3,002 Share Price $135.46 * Est. Cost/Share $124.23 Unrealized @ Report Date +29.9%
AGRO Adecoagro Sa/shs 0.0%
Value $407K Shares 27,068 Share Price $15.02 * Est. Cost/Share $8.62 Unrealized @ Report Date 0.0%
EXPE Expedia Group Inc 0.0%
Value $406K Shares 1,760 Share Price $230.89 * Est. Cost/Share $160.46 Unrealized @ Report Date +57.9%
PAVE GLOBAL X FDS 0.0%
Value $403K Shares 7,933 Share Price $50.81 Est. Cost/Share $40.21 Unrealized @ Report Date —
FTRB FEDERATED HERMES ETF TRUST 0.0%
Value $402K Shares 16,000 Share Price $25.14 Est. Cost/Share $25.80 Unrealized @ Report Date —
BLK Blackrock Inc 0.0%
Value $401K Shares 418 Share Price $959.60 * Est. Cost/Share $990.43 Unrealized @ Report Date +10.8%
WEC WEC ENERGY GROUP INC 0.0%
Value $401K Shares 3,463 Share Price $115.77 * Est. Cost/Share $92.05 Unrealized @ Report Date +19.4%
ADP Automatic Data Proc 0.0%
Value $400K Shares 1,970 Share Price $203.18 * Est. Cost/Share $264.33 Unrealized @ Report Date -8.9%
SBR Sabine Royalty Trust 0.0%
Value $399K Shares 5,300 Share Price $75.34 Est. Cost/Share $33.89 Unrealized @ Report Date —
TRP Tc Energy Corp 0.0%
Value $399K Shares 6,366 Share Price $62.60 * Est. Cost/Share $35.84 Unrealized @ Report Date +62.4%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value $398K Shares 13,185 Share Price $30.19 Est. Cost/Share $45.63 Unrealized @ Report Date —
NWN NORTHWEST NAT HLDG CO 0.0%
Value $393K Shares 7,382 Share Price $53.22 * Est. Cost/Share $47.01 Unrealized @ Report Date +1.7%
FTAI FTAI AVIATION LTD 0.0%
Value $392K Shares 1,600 Share Price $245.00 * Est. Cost/Share $270.82 Unrealized @ Report Date 0.0%
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value $392K Shares 7,079 Share Price $55.35 Est. Cost/Share $55.80 Unrealized @ Report Date —
GTY GETTY RLTY CORP NEW 0.0%
Value $391K Shares 12,305 Share Price $31.80 Est. Cost/Share $26.95 Unrealized @ Report Date —
ROKU ROKU INC 0.0%
Value $391K Shares 4,135 Share Price $94.62 * Est. Cost/Share $92.23 Unrealized @ Report Date +6.8%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value $391K Shares 8,725 Share Price $44.80 Est. Cost/Share $46.04 Unrealized @ Report Date —
SPGI S&P GLOBAL INC 0.0%
Value $386K Shares 908 Share Price $425.34 * Est. Cost/Share $478.38 Unrealized @ Report Date +1.4%
IRM Iron Mount Com Npv 0.0%
Value $386K Shares 3,776 Share Price $102.14 * Est. Cost/Share $47.44 Unrealized @ Report Date +75.5%
PVAL PUTNAM ETF TRUST 0.0%
Value $384K Shares 8,284 Share Price $46.40 Est. Cost/Share $42.72 Unrealized @ Report Date —
BSX Boston Scientific 0.0%
Value $381K Shares 6,074 Share Price $62.75 * Est. Cost/Share $67.04 Unrealized @ Report Date +28.0%
COHR COHERENT CORP 0.0%
Value $381K Shares 1,600 Share Price $238.21 * Est. Cost/Share $213.35 Unrealized @ Report Date 0.0%
GII Spdr Ix Shs Fun/s&p Glb Infrastruct 0.0%
Value $379K Shares 4,991 Share Price $76.02 Est. Cost/Share $54.78 Unrealized @ Report Date —
SAP Aktiengesellschaft 0.0%
Value $378K Shares 2,208 Share Price $171.21 Est. Cost/Share $152.76 Unrealized @ Report Date —
URA GLOBAL X FDS 0.0%
Value $378K Shares 7,800 Share Price $48.43 Est. Cost/Share $38.81 Unrealized @ Report Date —
CLX CLOROX CO DEL 0.0%
Value $377K Shares 3,638 Share Price $103.61 * Est. Cost/Share $145.94 Unrealized @ Report Date -21.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value $374K Shares 1,043 Share Price $358.88 * Est. Cost/Share $311.55 Unrealized @ Report Date +31.7%
DKS Dicks Sporting Goods 0.0%
Value $374K Shares 1,885 Share Price $198.29 * Est. Cost/Share $148.92 Unrealized @ Report Date +39.6%
NOBL PROSHARES TR 0.0%
Value $367K Shares 3,466 Share Price $106.00 Est. Cost/Share $82.52 Unrealized @ Report Date —
GSK Glaxosmithkline PLC 0.0%
Value $367K Shares 6,646 Share Price $55.19 Est. Cost/Share $40.63 Unrealized @ Report Date —
KRP KIMBELL RTY PARTNERS LP 0.0%
Value $362K Shares 25,000 Share Price $14.47 Est. Cost/Share $13.94 Unrealized @ Report Date —
IJJ iShares S&P Midcap 400 Value ETF 0.0%
Value $362K Shares 2,730 Share Price $132.50 Est. Cost/Share $87.26 Unrealized @ Report Date —
DEEP ETF SER SOLUTIONS 0.0%
Value $360K Shares 9,850 Share Price $36.52 Est. Cost/Share $33.06 Unrealized @ Report Date —
WY Weyerhaeuser CO 0.0%
Value $356K Shares 14,583 Share Price $24.43 * Est. Cost/Share $28.20 Unrealized @ Report Date -15.6%
ESGV Vanguard World /esg U.s. Stk Etf 0.0%
Value $355K Shares 3,161 Share Price $112.27 Est. Cost/Share $93.97 Unrealized @ Report Date —
SOUN SOUNDHOUND AI INC 0.0%
Value $353K Shares 51,358 Share Price $6.87 * Est. Cost/Share $4.27 Unrealized @ Report Date +119.7%
DOV Dover Corp 0.0%
Value $351K Shares 1,683 Share Price $208.45 * Est. Cost/Share $163.33 Unrealized @ Report Date +31.4%
PLAB Photronics Inc/sh 0.0%
Value $350K Shares 8,657 Share Price $40.41 * Est. Cost/Share $35.90 Unrealized @ Report Date 0.0%
CDE Coeur D Alene M/sh New 0.0%
Value $349K Shares 18,617 Share Price $18.77 * Est. Cost/Share $22.32 Unrealized @ Report Date 0.0%
IEF iShares 7-10 Yr Trea 0.0%
Value $349K Shares 3,660 Share Price $95.44 Est. Cost/Share $96.26 Unrealized @ Report Date —
LIT GLOBAL X FDS 0.0%
Value $348K Shares 4,675 Share Price $74.35 Est. Cost/Share $66.74 Unrealized @ Report Date —
IPGP Ipg Photonics Corp 0.0%
Value $347K Shares 3,026 Share Price $114.59 * Est. Cost/Share $101.69 Unrealized @ Report Date 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $345K Shares 22,069 Share Price $15.65 * Est. Cost/Share $11.00 Unrealized @ Report Date +62.6%
EUAD SPINNAKER ETF SERIES 0.0%
Value $344K Shares 8,444 Share Price $40.74 Est. Cost/Share $42.70 Unrealized @ Report Date —
IFRA ISHARES TR 0.0%
Value $343K Shares 6,001 Share Price $57.19 Est. Cost/Share $49.49 Unrealized @ Report Date —
FORM Formfactor Inc/sh 0.0%
Value $342K Shares 3,527 Share Price $96.99 * Est. Cost/Share $81.16 Unrealized @ Report Date 0.0%
D Dominion Energy Inc 0.0%
Value $341K Shares 5,517 Share Price $61.82 Est. Cost/Share $51.32 Unrealized @ Report Date +20.1%
RIO RIO TINTO PLC 0.0%
Value $340K Shares 3,646 Share Price $93.29 Est. Cost/Share $65.56 Unrealized @ Report Date —
TTWO Take-2 Interactive 0.0%
Value $337K Shares 1,708 Share Price $197.50 * Est. Cost/Share $193.61 Unrealized @ Report Date +16.2%
LULU Lululemon Athletica 0.0%
Value $337K Shares 2,202 Share Price $153.10 * Est. Cost/Share $183.75 Unrealized @ Report Date +2.7%
MSI Motorola Inc 0.0%
Value $334K Shares 770 Share Price $433.97 * Est. Cost/Share $400.07 Unrealized @ Report Date +4.0%
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value $334K Shares 9,700 Share Price $34.41 Est. Cost/Share $27.52 Unrealized @ Report Date —
TFSL TFS Financial 0.0%
Value $332K Shares 23,614 Share Price $14.05 * Est. Cost/Share $13.52 Unrealized @ Report Date +6.4%
BMO Bank of Montreal 0.0%
Value $331K Shares 2,448 Share Price $135.34 * Est. Cost/Share $101.57 Unrealized @ Report Date +36.8%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value $331K Shares 4,699 Share Price $70.36 Est. Cost/Share $63.73 Unrealized @ Report Date —
COF Capital One Fin 0.0%
Value $328K Shares 1,800 Share Price $182.43 * Est. Cost/Share $186.65 Unrealized @ Report Date +19.6%
TDG Transdigm Group 0.0%
Value $327K Shares 282 Share Price $1158.96 * Est. Cost/Share $1134.87 Unrealized @ Report Date +20.0%
BPRE BLUEROCK PVT REAL ESTATE FD 0.0%
Value $326K Shares 19,628 Share Price $16.61 Est. Cost/Share $15.00 Unrealized @ Report Date —
TEL Te Connectivity Plc 0.0%
Value $326K Shares 1,559 Share Price $209.02 * Est. Cost/Share $164.35 Unrealized @ Report Date +39.8%
NNN NNN REIT INC 0.0%
Value $324K Shares 7,718 Share Price $42.03 Est. Cost/Share $45.34 Unrealized @ Report Date —
PB PROSPERITY BANCSHARES INC 0.0%
Value $324K Shares 4,825 Share Price $67.18 * Est. Cost/Share $58.49 Unrealized @ Report Date +23.4%
HII Huntington Ingalls 0.0%
Value $324K Shares 853 Share Price $379.90 * Est. Cost/Share $273.46 Unrealized @ Report Date +50.1%
IUSV iShares Core S&P US Value ETF 0.0%
Value $324K Shares 3,165 Share Price $102.25 Est. Cost/Share $88.06 Unrealized @ Report Date —
VSDA VICTORY PORTFOLIOS II 0.0%
Value $323K Shares 5,934 Share Price $54.50 Est. Cost/Share $50.91 Unrealized @ Report Date —
RSG Republic Services 0.0%
Value $322K Shares 1,470 Share Price $219.02 Est. Cost/Share $156.73 Unrealized @ Report Date +38.2%
FSLR First Solar 0.0%
Value $317K Shares 1,608 Share Price $197.26 * Est. Cost/Share $207.04 Unrealized @ Report Date +14.5%
DAR DARLING INGREDIENTS INC 0.0%
Value $315K Shares 5,085 Share Price $61.85 * Est. Cost/Share $33.85 Unrealized @ Report Date +33.6%
NOC Northrop Grumman 0.0%
Value $311K Shares 456 Share Price $682.24 Est. Cost/Share $466.60 Unrealized @ Report Date +44.4%
LAMR LAMAR ADVERTISING CO 0.0%
Value $311K Shares 2,454 Share Price $126.66 Est. Cost/Share $115.56 Unrealized @ Report Date —
FHYS FEDERATED HERMES ETF TRUST 0.0%
Value $309K Shares 13,500 Share Price $22.91 Est. Cost/Share $23.15 Unrealized @ Report Date —
ADI Analog Devices Inc 0.0%
Value $308K Shares 967 Share Price $318.14 Est. Cost/Share $240.63 Unrealized @ Report Date +31.4%
B Barrick Mining Corp. 0.0%
Value $308K Shares 7,542 Share Price $40.79 * Est. Cost/Share $25.15 Unrealized @ Report Date +92.1%
SNOW Snowflake Inc 0.0%
Value $307K Shares 2,036 Share Price $150.82 * Est. Cost/Share $188.10 Unrealized @ Report Date +3.4%
CWB SPDR Blmberg Barclay 0.0%
Value $306K Shares 3,348 Share Price $91.52 Est. Cost/Share $83.39 Unrealized @ Report Date —
QTUM ETF SER SOLUTIONS 0.0%
Value $304K Shares 2,837 Share Price $107.30 Est. Cost/Share $106.28 Unrealized @ Report Date —
DUHP Dimensional US High Profitability ETF 0.0%
Value $303K Shares 8,256 Share Price $36.76 Est. Cost/Share $37.72 Unrealized @ Report Date —
VRTX Vertex Pharm Inc 0.0%
Value $300K Shares 671 Share Price $446.54 * Est. Cost/Share $440.30 Unrealized @ Report Date +6.2%
IYJ ISHARES TR 0.0%
Value $296K Shares 2,005 Share Price $147.54 Est. Cost/Share $98.58 Unrealized @ Report Date —
VMC VULCAN MATLS CO 0.0%
Value $295K Shares 1,085 Share Price $272.30 * Est. Cost/Share $264.36 Unrealized @ Report Date +16.0%
DGX Quest Diagnostics 0.0%
Value $295K Shares 1,506 Share Price $195.98 * Est. Cost/Share $130.39 Unrealized @ Report Date +46.2%
DFLV Dimensional ETF/US Large Cap Value 0.0%
Value $293K Shares 8,206 Share Price $35.71 Est. Cost/Share $31.23 Unrealized @ Report Date —
AMT AMERICAN TOWER CORP 0.0%
Value $292K Shares 1,694 Share Price $172.58 Est. Cost/Share $198.92 Unrealized @ Report Date -12.1%
SPYG SPDR S Tr/S&P 500 Growth ETF 0.0%
Value $292K Shares 2,985 Share Price $97.91 Est. Cost/Share $96.68 Unrealized @ Report Date —
VONG Vanguard Scotts/Vanguard Russell 1000 Growth 0.0%
Value $291K Shares 2,657 Share Price $109.66 Est. Cost/Share $115.07 Unrealized @ Report Date —
BIZD VANECK ETF TRUST 0.0%
Value $290K Shares 22,664 Share Price $12.80 Est. Cost/Share $16.25 Unrealized @ Report Date —
MAR Marriott Intl Cl A 0.0%
Value $289K Shares 884 Share Price $327.07 Est. Cost/Share $253.52 Unrealized @ Report Date +30.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $289K Shares 2,302 Share Price $125.46 Est. Cost/Share $178.74 Unrealized @ Report Date —
TT Trane Tech 0.0%
Value $286K Shares 686 Share Price $416.74 Est. Cost/Share $355.58 Unrealized @ Report Date +18.7%
AJG Gallagher Arthur J 0.0%
Value $285K Shares 1,318 Share Price $216.58 * Est. Cost/Share $275.98 Unrealized @ Report Date -12.9%
LNC LINCOLN NATL CORP IND 0.0%
Value $284K Shares 8,013 Share Price $35.50 * Est. Cost/Share $30.44 Unrealized @ Report Date +34.3%
PPL Ppl Corp 0.0%
Value $283K Shares 7,418 Share Price $38.20 * Est. Cost/Share $26.80 Unrealized @ Report Date +35.2%
ED Consolidated Edison 0.0%
Value $283K Shares 2,498 Share Price $113.18 * Est. Cost/Share $87.68 Unrealized @ Report Date +20.2%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $282K Shares 1,133 Share Price $249.08 * Est. Cost/Share $198.29 Unrealized @ Report Date +36.5%
HEWJ Blackrock Institutional Trust Company N.a. 0.0%
Value $281K Shares 5,000 Share Price $56.28 Est. Cost/Share $42.05 Unrealized @ Report Date —
DHI D R Horton Inc 0.0%
Value $281K Shares 2,050 Share Price $137.22 * Est. Cost/Share $130.62 Unrealized @ Report Date +19.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $279K Shares 3,836 Share Price $72.68 * Est. Cost/Share $65.64 Unrealized @ Report Date 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value $277K Shares 1,761 Share Price $157.23 * Est. Cost/Share $167.83 Unrealized @ Report Date 0.0%
CL Colgate Palmolive CO 0.0%
Value $277K Shares 3,248 Share Price $85.23 * Est. Cost/Share $96.27 Unrealized @ Report Date -7.8%
SAN Banco Santander S A 0.0%
Value $275K Shares 24,406 Share Price $11.28 Est. Cost/Share $6.43 Unrealized @ Report Date —
DFIC Dimensional Intl Core Equity 2 ETF 0.0%
Value $275K Shares 7,747 Share Price $35.53 Est. Cost/Share $34.72 Unrealized @ Report Date —
GPIX GOLDMAN SACHS ETF TR 0.0%
Value $274K Shares 5,484 Share Price $50.04 Est. Cost/Share $52.43 Unrealized @ Report Date —
— NUVEEN SELECT MAT MUN FD 0.0%
Value $273K Shares 28,837 Share Price $9.45 Est. Cost/Share $9.70 Unrealized @ Report Date —
STRL STERLING INFRASTRUCTURE INC 0.0%
Value $272K Shares 668 Share Price $407.27 * Est. Cost/Share $174.59 Unrealized @ Report Date +115.6%
AEIS ADVANCED ENERGY INDS 0.0%
Value $272K Shares 843 Share Price $322.71 * Est. Cost/Share $270.51 Unrealized @ Report Date 0.0%
LH LABCORP HOLDINGS INC 0.0%
Value $271K Shares 1,016 Share Price $266.81 Est. Cost/Share $211.01 Unrealized @ Report Date +28.5%
WYNN WYNN RESORTS LTD 0.0%
Value $271K Shares 2,665 Share Price $101.55 * Est. Cost/Share $86.36 Unrealized @ Report Date +32.2%
BP BP P.L.C. 0.0%
Value $264K Shares 5,608 Share Price $47.00 Est. Cost/Share $47.00 Unrealized @ Report Date —
CRWD Crowdstrike Hldgs 0.0%
Value $262K Shares 670 Share Price $390.41 * Est. Cost/Share $264.67 Unrealized @ Report Date +62.9%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $260K Shares 2,450 Share Price $106.21 * Est. Cost/Share $99.03 Unrealized @ Report Date 0.0%
CQP CHENIERE ENERGY PARTNERS L P 0.0%
Value $260K Shares 4,022 Share Price $64.63 Est. Cost/Share $55.60 Unrealized @ Report Date —
STXG EA SERIES TRUST 0.0%
Value $258K Shares 5,500 Share Price $46.91 Est. Cost/Share $40.23 Unrealized @ Report Date —
PH Parker Hannifin Corp 0.0%
Value $258K Shares 288 Share Price $895.24 * Est. Cost/Share $556.16 Unrealized @ Report Date +72.2%
F Ford Motor CO 0.0%
Value $257K Shares 22,285 Share Price $11.54 * Est. Cost/Share $10.51 Unrealized @ Report Date +30.7%
SAMM Advisors Inner /strategas Macro Mom 0.0%
Value $257K Shares 8,500 Share Price $30.20 Est. Cost/Share $27.13 Unrealized @ Report Date —
MPLX MPLX LP 0.0%
Value $257K Shares 4,498 Share Price $57.06 Est. Cost/Share $48.58 Unrealized @ Report Date —
TEM TEMPUS AI INC 0.0%
Value $255K Shares 5,650 Share Price $45.22 * Est. Cost/Share $72.21 Unrealized @ Report Date -15.2%
CCJ CAMECO CORP 0.0%
Value $255K Shares 2,347 Share Price $108.61 * Est. Cost/Share $53.26 Unrealized @ Report Date +118.3%
DVN Devon Energy Corp 0.0%
Value $255K Shares 5,062 Share Price $50.32 * Est. Cost/Share $46.50 Unrealized @ Report Date -13.4%
NXPI NXP Semiconductor NV 0.0%
Value $253K Shares 1,284 Share Price $196.86 * Est. Cost/Share $220.45 Unrealized @ Report Date +6.3%
QUS SPDR SERIES TRUST 0.0%
Value $252K Shares 1,466 Share Price $171.58 Est. Cost/Share $160.04 Unrealized @ Report Date —
DGRW WISDOMTREE TR 0.0%
Value $251K Shares 2,860 Share Price $87.83 Est. Cost/Share $60.97 Unrealized @ Report Date —
CEFS EXCHANGE LISTED FDS TR 0.0%
Value $250K Shares 11,074 Share Price $22.55 Est. Cost/Share $22.23 Unrealized @ Report Date —
YUM Yum Brands Inc 0.0%
Value $248K Shares 1,598 Share Price $155.48 Est. Cost/Share $129.31 Unrealized @ Report Date +21.7%
LEU CENTRUS ENERGY CORP 0.0%
Value $248K Shares 1,429 Share Price $173.59 * Est. Cost/Share $291.92 Unrealized @ Report Date -8.4%
NTRA Natera Inc 0.0%
Value $248K Shares 1,238 Share Price $199.99 * Est. Cost/Share $157.37 Unrealized @ Report Date +43.5%
SWK STANLEY BLACK & DECKER INC 0.0%
Value $247K Shares 3,476 Share Price $71.05 * Est. Cost/Share $82.08 Unrealized @ Report Date +2.9%
MTZ MASTEC INC 0.0%
Value $247K Shares 767 Share Price $321.74 * Est. Cost/Share $250.19 Unrealized @ Report Date 0.0%
ACN Accenture Ltd Bermud 0.0%
Value $245K Shares 1,234 Share Price $198.29 * Est. Cost/Share $316.45 Unrealized @ Report Date -20.0%
UBS UBS Group Ag 0.0%
Value $245K Shares 6,360 Share Price $38.45 * Est. Cost/Share $28.14 Unrealized @ Report Date +61.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value $244K Shares 4,309 Share Price $56.68 Est. Cost/Share $56.17 Unrealized @ Report Date —
CTVA CORTEVA INC 0.0%
Value $244K Shares 2,914 Share Price $83.71 * Est. Cost/Share $54.98 Unrealized @ Report Date +32.3%
— REAVES UTIL INCOME FD 0.0%
Value $244K Shares 6,210 Share Price $39.28 Est. Cost/Share $39.28 Unrealized @ Report Date —
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value $243K Shares 3,000 Share Price $80.94 Est. Cost/Share $68.80 Unrealized @ Report Date —
MDLZ Mondelez Int'l 0.0%
Value $240K Shares 4,170 Share Price $57.64 Est. Cost/Share $65.87 Unrealized @ Report Date -11.7%
EVR EVERCORE INC 0.0%
Value $240K Shares 804 Share Price $298.51 * Est. Cost/Share $219.62 Unrealized @ Report Date +60.2%
GIS General Mills Inc 0.0%
Value $240K Shares 6,440 Share Price $37.22 * Est. Cost/Share $53.66 Unrealized @ Report Date -15.3%
CRCL CIRCLE INTERNET GROUP INC 0.0%
Value $239K Shares 2,500 Share Price $95.41 * Est. Cost/Share $69.72 Unrealized @ Report Date 0.0%
DASH Doordash Inc Cl A 0.0%
Value $238K Shares 1,585 Share Price $150.15 * Est. Cost/Share $215.69 Unrealized @ Report Date -8.8%
QUAL iShares MSCI USA Quality Factor ETF 0.0%
Value $237K Shares 1,238 Share Price $191.75 Est. Cost/Share $178.45 Unrealized @ Report Date —
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value $237K Shares 10,600 Share Price $22.33 Est. Cost/Share $22.33 Unrealized @ Report Date —
AVNT Avient Corporation 0.0%
Value $236K Shares 6,509 Share Price $36.30 * Est. Cost/Share $34.28 Unrealized @ Report Date +9.9%
FTNT Fortinet Inc 0.0%
Value $236K Shares 2,888 Share Price $81.72 * Est. Cost/Share $79.98 Unrealized @ Report Date 0.0%
PBR Petroleo Brasileir 0.0%
Value $235K Shares 11,322 Share Price $20.75 Est. Cost/Share $14.32 Unrealized @ Report Date —
SLB Schlumberger Ltd 0.0%
Value $234K Shares 4,548 Share Price $51.38 * Est. Cost/Share $45.81 Unrealized @ Report Date +5.4%
EYLD CAMBRIA ETF TR 0.0%
Value $233K Shares 5,621 Share Price $41.41 Est. Cost/Share $34.19 Unrealized @ Report Date —
KLAC KLA CORP 0.0%
Value $233K Shares 158 Share Price $1472.41 Est. Cost/Share $774.45 Unrealized @ Report Date +88.8%
TPR Tapestry Inc 0.0%
Value $232K Shares 1,641 Share Price $141.11 Est. Cost/Share $105.12 Unrealized @ Report Date +32.8%
TDY Teledyne Tech 0.0%
Value $231K Shares 382 Share Price $605.01 Est. Cost/Share $613.97 Unrealized @ Report Date 0.0%
ARKF ARK ETF TR 0.0%
Value $230K Shares 6,056 Share Price $38.01 Est. Cost/Share $37.05 Unrealized @ Report Date —
AER Aercap Holdings NV 0.0%
Value $230K Shares 1,676 Share Price $137.18 * Est. Cost/Share $92.96 Unrealized @ Report Date +56.8%
MSA Msa Safety Inc 0.0%
Value $228K Shares 1,391 Share Price $163.95 * Est. Cost/Share $158.11 Unrealized @ Report Date +17.2%
PSA Public Sto 0.0%
Value $227K Shares 839 Share Price $270.88 * Est. Cost/Share $306.19 Unrealized @ Report Date -15.6%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $224K Shares 1,471 Share Price $152.51 * Est. Cost/Share $106.25 Unrealized @ Report Date +39.6%
ETHV Vaneck Ethereum Etf 0.0%
Value $222K Shares 7,232 Share Price $30.65 Est. Cost/Share $30.65 Unrealized @ Report Date —
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $219K Shares 2,360 Share Price $92.76 Est. Cost/Share $92.76 Unrealized @ Report Date —
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value $218K Shares 3,650 Share Price $59.78 Est. Cost/Share $59.45 Unrealized @ Report Date —
NVO Novo Nordisk A/S ADR 0.0%
Value $217K Shares 5,902 Share Price $36.75 Est. Cost/Share $86.09 Unrealized @ Report Date —
SNDK SANDISK CORP 0.0%
Value $215K Shares 339 Share Price $635.34 * Est. Cost/Share $516.50 Unrealized @ Report Date 0.0%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value $213K Shares 4,930 Share Price $43.12 Est. Cost/Share $35.37 Unrealized @ Report Date —
WWJD NORTHERN LTS FD TR IV 0.0%
Value $212K Shares 5,663 Share Price $37.39 Est. Cost/Share $36.48 Unrealized @ Report Date —
BIDU BAIDU INC 0.0%
Value $212K Shares 1,900 Share Price $111.42 Est. Cost/Share $111.42 Unrealized @ Report Date —
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value $211K Shares 5,250 Share Price $40.19 Est. Cost/Share $43.95 Unrealized @ Report Date —
EBAY EBAY INC. 0.0%
Value $210K Shares 2,311 Share Price $91.02 Est. Cost/Share $80.43 Unrealized @ Report Date +11.1%
TSCO Tractor Supply CO 0.0%
Value $210K Shares 4,635 Share Price $45.30 * Est. Cost/Share $53.46 Unrealized @ Report Date -1.4%
SJM J.M. Smucker 0.0%
Value $209K Shares 2,167 Share Price $96.42 * Est. Cost/Share $103.94 Unrealized @ Report Date +0.2%
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value $208K Shares 9,080 Share Price $22.95 Est. Cost/Share $22.85 Unrealized @ Report Date —
TSN Tyson Foods 0.0%
Value $207K Shares 3,232 Share Price $64.05 * Est. Cost/Share $50.38 Unrealized @ Report Date +23.6%
CALF PACER FDS TR 0.0%
Value $207K Shares 4,614 Share Price $44.86 Est. Cost/Share $41.99 Unrealized @ Report Date —
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value $205K Shares 4,212 Share Price $48.73 * Est. Cost/Share $32.42 Unrealized @ Report Date +14.7%
SATS ECHOSTAR CORP 0.0%
Value $204K Shares 1,745 Share Price $117.07 Est. Cost/Share $116.36 Unrealized @ Report Date 0.0%
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value $204K Shares 5,880 Share Price $34.71 * Est. Cost/Share $36.40 Unrealized @ Report Date 0.0%
MUFG Mitsubishi Ufj Fnl 0.0%
Value $202K Shares 11,925 Share Price $16.97 Est. Cost/Share $8.75 Unrealized @ Report Date —
SPYI NEOS ETF TRUST 0.0%
Value $202K Shares 4,090 Share Price $49.37 Est. Cost/Share $52.53 Unrealized @ Report Date —
DOC Healthpeak Pptys 0.0%
Value $197K Shares 11,994 Share Price $16.43 Est. Cost/Share $21.55 Unrealized @ Report Date -24.8%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value $193K Shares 10,890 Share Price $17.75 Est. Cost/Share $17.75 Unrealized @ Report Date —
— NUVEEN AMT-FREE MUN VALUE FD 0.0%
Value $190K Shares 13,282 Share Price $14.33 Est. Cost/Share $13.79 Unrealized @ Report Date —
BORR Borr Drilling L/sh Sh 0.0%
Value $190K Shares 31,884 Share Price $5.95 * Est. Cost/Share $3.31 Unrealized @ Report Date +48.3%
M Macys Inc/sh Sh 0.0%
Value $186K Shares 10,309 Share Price $18.09 * Est. Cost/Share $21.56 Unrealized @ Report Date 0.0%
REAL THE REALREAL INC 0.0%
Value $185K Shares 20,400 Share Price $9.08 * Est. Cost/Share $7.66 Unrealized @ Report Date +85.8%
KODK EASTMAN KODAK CO 0.0%
Value $178K Shares 19,700 Share Price $9.05 * Est. Cost/Share $6.79 Unrealized @ Report Date +12.2%
— NUVEEN AMT FREE QLTY MUN INC 0.0%
Value $172K Shares 15,308 Share Price $11.23 Est. Cost/Share $11.75 Unrealized @ Report Date —
BSM BLACK STONE MINERALS L P 0.0%
Value $166K Shares 11,000 Share Price $15.12 Est. Cost/Share $16.18 Unrealized @ Report Date —
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $156K Shares 14,332 Share Price $10.88 Est. Cost/Share $11.01 Unrealized @ Report Date —
— Kayne Anderson Energy Infrastructrure Fund 0.0%
Value $153K Shares 10,729 Share Price $14.28 Est. Cost/Share $16.36 Unrealized @ Report Date —
— NUVEEN SELECT TAX-FREE INCOM 0.0%
Value $149K Shares 10,391 Share Price $14.35 Est. Cost/Share $14.35 Unrealized @ Report Date —
SMHI Seacor Marine Holdings Inc 0.0%
Value $147K Shares 20,600 Share Price $7.16 * Est. Cost/Share $6.82 Unrealized @ Report Date 0.0%
— NUVEEN AMT FREE MUN CR INC F 0.0%
Value $145K Shares 11,743 Share Price $12.33 Est. Cost/Share $13.35 Unrealized @ Report Date —
ITUB Itau Unibanco Hld 0.0%
Value $144K Shares 17,132 Share Price $8.38 Est. Cost/Share $5.98 Unrealized @ Report Date —
— XAI MADISON EQUITY PREMIUM I 0.0%
Value $137K Shares 23,429 Share Price $5.83 Est. Cost/Share $6.96 Unrealized @ Report Date —
SMR NUSCALE PWR CORP 0.0%
Value $123K Shares 11,308 Share Price $10.84 * Est. Cost/Share $17.26 Unrealized @ Report Date 0.0%
— GABELLI EQUITY TR INC 0.0%
Value $116K Shares 20,778 Share Price $5.60 Est. Cost/Share $5.28 Unrealized @ Report Date —
OCC OPTICAL CABLE CORP 0.0%
Value $116K Shares 14,000 Share Price $8.25 * Est. Cost/Share $3.81 Unrealized @ Report Date +32.8%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value $98,151 Shares 10,310 Share Price $9.52 * Est. Cost/Share $7.00 Unrealized @ Report Date 0.0%
MBOT MICROBOT MED INC 0.0%
Value $86,191 Shares 35,764 Share Price $2.41 * Est. Cost/Share $1.69 Unrealized @ Report Date +21.2%
ACHR ARCHER AVIATION INC 0.0%
Value $52,284 Shares 10,113 Share Price $5.17 * Est. Cost/Share $9.90 Unrealized @ Report Date -21.4%
GAB-R GABELLI EQUITY TR INC 0.0%
Value $141 Shares 20,186 Share Price $0.01 Est. Cost/Share $0.01 Unrealized @ Report Date —