Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 28, 2023

Total Value ($000): $1,176,894 (100.0% shares, 0.0% debt)

Holdings (631)

IWF ISHARES RUSSELL 1000 GROWTH 11.1%
Value ($000) $130,943 Shares 475,847 Est. Cost $150.79 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 10.1%
Value ($000) $118,983 Shares 753,868 Est. Cost $133.38 Unrealized
AGG ISHARES CORE TOTAL US BOND 7.5%
Value ($000) $88,107 Shares 899,513 Est. Cost $97.01 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 7.2%
Value ($000) $85,109 Shares 1,842,979 Est. Cost $45.63 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 7.0%
Value ($000) $81,816 Shares 1,120,312 Est. Cost $68.06 Unrealized
SPSB SPDR PORTFOLIO SHORT 5.2%
Value ($000) $61,418 Shares 2,086,199 Est. Cost $29.38 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 5.1%
Value ($000) $59,997 Shares 602,075 Est. Cost $97.97 Unrealized
OEF ISHARES S&P 100 (MKT) 4.5%
Value ($000) $53,349 Shares 257,652 Est. Cost $114.29 Unrealized
AAPL APPLE INC 3.8%
Value ($000) $45,047 Shares 232,235 Est. Cost $89.10 Unrealized +93.1%
JEPI JPMORGAN EQUITY 3.0%
Value ($000) $35,243 Shares 636,968 Est. Cost $55.33 Unrealized
JPM JP MORGAN CHASE & CO 2.6%
Value ($000) $30,859 Shares 212,178 Est. Cost $79.00 Unrealized +64.1%
XLK TECHNOLOGY SELECT SECTOR SPDRR 2.4%
Value ($000) $28,000 Shares 161,047 Est. Cost $62.38 Unrealized
XOP SPDR S&P OIL & GAS EXPLOR 2.2%
Value ($000) $26,125 Shares 202,790 Est. Cost $127.59 Unrealized
GOOG ALPHABET INC 2.1%
Value ($000) $24,727 Shares 204,405 Est. Cost $107.69 Unrealized +6.7%
IYH ISHARES US HEALTHCARE (MKT) 1.9%
Value ($000) $22,924 Shares 81,799 Est. Cost $184.76 Unrealized
WMT WALMART INC 1.9%
Value ($000) $22,655 Shares 144,131 Est. Cost $42.81 Unrealized +14.4%
XLP CONSUMER STAPLES SELECT SECTOR 1.7%
Value ($000) $19,471 Shares 262,520 Est. Cost $68.03 Unrealized
SPY SPDR S&P 500 (MKT) 1.5%
Value ($000) $17,480 Shares 39,433 Est. Cost $284.81 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $15,779 Shares 46,334 Est. Cost $68.62 Unrealized +347.7%
GOVT ISHARES CORE U.S. TREASURY 1.3%
Value ($000) $15,772 Shares 688,730 Est. Cost $22.76 Unrealized
XBI SPDR S&P BIOTECH ETF (MKT) 1.2%
Value ($000) $14,235 Shares 171,093 Est. Cost $74.27 Unrealized
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $12,620 Shares 58,658 Est. Cost $212.73 Unrealized -3.8%
GLD SPDR GOLD SHARES (MKT) 0.9%
Value ($000) $10,513 Shares 58,975 Est. Cost $155.88 Unrealized
VUSB VANGUARD ULTRA-SHORT BD ETF 0.7%
Value ($000) $8,745 Shares 177,898 Est. Cost $49.16 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $4,107 Shares 68,205 Est. Cost $38.32 Unrealized +49.7%
SO SOUTHERN CO 0.3%
Value ($000) $3,929 Shares 55,930 Est. Cost $47.64 Unrealized +37.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,416 Shares 20,640 Est. Cost $93.89 Unrealized +58.6%
NVDA NVIDIA CORP 0.3%
Value ($000) $3,310 Shares 7,824 Est. Cost $18.07 Unrealized +83.6%
PFE PFIZER INC 0.2%
Value ($000) $2,831 Shares 77,186 Est. Cost $20.58 Unrealized +61.4%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $2,775 Shares 8,139 Est. Cost $199.54 Unrealized +63.6%
AMZN AMAZON COM INC 0.2%
Value ($000) $2,717 Shares 20,843 Est. Cost $121.38 Unrealized -5.9%
HD HOME DEPOT INC 0.2%
Value ($000) $2,627 Shares 8,457 Est. Cost $152.06 Unrealized +81.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $2,411 Shares 11,781 Est. Cost $105.08 Unrealized +78.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,374 Shares 22,134 Est. Cost $41.41 Unrealized +140.6%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,370 Shares 19,799 Est. Cost $106.95 Unrealized +6.8%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,307 Shares 14,663 Est. Cost $75.04 Unrealized +90.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,236 Shares 30,140 Est. Cost $60.06 Unrealized +16.5%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $2,227 Shares 4,996 Est. Cost $270.65 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $2,123 Shares 13,993 Est. Cost $81.65 Unrealized +73.1%
GL GLOBE LIFE INC 0.2%
Value ($000) $2,098 Shares 19,138 Est. Cost $84.86 Unrealized +23.9%
V VISA INC 0.2%
Value ($000) $2,035 Shares 8,571 Est. Cost $138.23 Unrealized +62.4%
MRK MERCK & CO INC 0.2%
Value ($000) $2,035 Shares 17,636 Est. Cost $48.20 Unrealized +116.8%
ORCL ORACLE CORP 0.2%
Value ($000) $1,801 Shares 15,124 Est. Cost $41.82 Unrealized +140.1%
ABBV ABBVIE INC SR NT 0.2%
Value ($000) $1,778 Shares 13,194 Est. Cost $62.88 Unrealized +112.6%
SYK STRYKER CORP 0.2%
Value ($000) $1,773 Shares 5,810 Est. Cost $101.91 Unrealized +176.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,760 Shares 3,661 Est. Cost $201.04 Unrealized +131.2%
PEP PEPSICO INC 0.1%
Value ($000) $1,654 Shares 8,929 Est. Cost $79.81 Unrealized +113.7%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,648 Shares 31,851 Est. Cost $27.84 Unrealized +63.4%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,605 Shares 3,422 Est. Cost $83.38 Unrealized +393.5%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $1,487 Shares 6,534 Est. Cost $198.28 Unrealized -1.3%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.1%
Value ($000) $1,482 Shares 5,666 Est. Cost $183.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,435 Shares 3,116 Est. Cost $156.85 Unrealized +175.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,418 Shares 2,718 Est. Cost $322.46 Unrealized +66.0%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,368 Shares 6,062 Est. Cost $86.31 Unrealized +129.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,280 Shares 4,290 Est. Cost $118.82 Unrealized +129.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,199 Shares 9,130 Est. Cost $78.63 Unrealized +53.8%
VCSH VANGUARD SHORT-TERM CORP BD IDX 0.1%
Value ($000) $1,196 Shares 15,813 Est. Cost $81.58 Unrealized
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $1,110 Shares 7,308 Est. Cost $55.30 Unrealized +144.8%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,094 Shares 61,397 Est. Cost $11.59 Unrealized +34.7%
DFAT U S TARGET VALUE ETF 0.1%
Value ($000) $1,056 Shares 22,759 Est. Cost $43.56 Unrealized
DINO HF SINCLAIR CORPORATION 0.1%
Value ($000) $1,016 Shares 22,774 Est. Cost $38.97 Unrealized +0.0%
MA MASTERCARD INC 0.1%
Value ($000) $1,006 Shares 2,559 Est. Cost $212.66 Unrealized +73.9%
AVGO BROADCOM INC COM 0.1%
Value ($000) $958 Shares 1,104 Est. Cost $28.21 Unrealized +143.7%
INTC INTEL CORP 0.1%
Value ($000) $924 Shares 27,643 Est. Cost $32.99 Unrealized -6.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $923 Shares 10,880 Est. Cost $44.52 Unrealized +71.0%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $920 Shares 4,079 Est. Cost $104.44 Unrealized +79.9%
CI THE CIGNA GROUP 0.1%
Value ($000) $914 Shares 3,258 Est. Cost $241.40 Unrealized +2.7%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $848 Shares 1,576 Est. Cost $259.23 Unrealized +87.9%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $844 Shares 4,066 Est. Cost $150.40 Unrealized +16.7%
TPL TEXAS PACIFIC LAND CORPORATION 0.1%
Value ($000) $843 Shares 640 Est. Cost $117.17 Unrealized +32.6%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $836 Shares 4,925 Est. Cost $110.74 Unrealized +69.1%
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $836 Shares 20,430 Est. Cost $28.48 Unrealized +54.1%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $814 Shares 9,073 Est. Cost $64.98 Unrealized +31.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $806 Shares 9,030 Est. Cost $105.18 Unrealized -12.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $799 Shares 3,627 Est. Cost $154.31 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $794 Shares 4,429 Est. Cost $98.31 Unrealized +57.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $785 Shares 12,435 Est. Cost $34.62 Unrealized +83.4%
HSY HERSHEY CO 0.1%
Value ($000) $768 Shares 3,076 Est. Cost $78.25 Unrealized +211.1%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $762 Shares 7,807 Est. Cost $62.37 Unrealized +35.5%
CSX CSX CORP 0.1%
Value ($000) $762 Shares 22,337 Est. Cost $24.71 Unrealized +23.2%
LAM RESEARCH CORP 0.1%
Value ($000) $759 Shares 1,181 Est. Cost $131.87 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $759 Shares 6,511 Est. Cost $48.54 Unrealized +126.5%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $758 Shares 7,698 Est. Cost $147.64 Unrealized -32.2%
DFAC U S CORE EQUITY 2 0.1%
Value ($000) $729 Shares 26,845 Est. Cost $25.48 Unrealized
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $710 Shares 10,074 Est. Cost $78.35 Unrealized
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $698 Shares 3,442 Est. Cost $95.25 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $693 Shares 3,976 Est. Cost $73.35 Unrealized +112.9%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $668 Shares 23,294 Est. Cost $25.21 Unrealized +5.6%
FISV FISERV INC 0.1%
Value ($000) $650 Shares 5,155 Est. Cost $117.48 Unrealized +0.2%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $630 Shares 8,808 Est. Cost $58.67 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $626 Shares 6,394 Est. Cost $58.12 Unrealized +58.8%
DE DEERE & CO 0.1%
Value ($000) $625 Shares 1,542 Est. Cost $134.80 Unrealized +172.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $617 Shares 9,641 Est. Cost $46.80 Unrealized +25.9%
TSLA TESLA INC 0.1%
Value ($000) $605 Shares 2,310 Est. Cost $220.60 Unrealized -9.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $589 Shares 3,026 Est. Cost $68.23 Unrealized +159.3%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $587 Shares 3,382 Est. Cost $77.62 Unrealized +104.5%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.0%
Value ($000) $582 Shares 7,763 Est. Cost $98.10 Unrealized
MP MP MATERIALS CORP 0.0%
Value ($000) $581 Shares 25,408 Est. Cost $30.08 Unrealized -23.8%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $581 Shares 5,329 Est. Cost $65.61 Unrealized +54.6%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $570 Shares 2,593 Est. Cost $125.87 Unrealized +61.5%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $550 Shares 1,490 Est. Cost $190.25 Unrealized
FCN FTI CONSULTING INC 0.0%
Value ($000) $547 Shares 2,876 Est. Cost $120.81 Unrealized +56.5%
BLACKROCK INC 0.0%
Value ($000) $539 Shares 780 Est. Cost $541.62 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $537 Shares 7,002 Est. Cost $42.57 Unrealized +82.0%
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value ($000) $526 Shares 9,726 Est. Cost $35.54 Unrealized +58.0%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $518 Shares 1 Est. Cost $201277.39 Unrealized +147.3%
JOE ST JOE CO 0.0%
Value ($000) $505 Shares 10,439 Est. Cost $15.81 Unrealized +175.5%
MMM 3M CO 0.0%
Value ($000) $497 Shares 4,965 Est. Cost $102.56 Unrealized -24.4%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $494 Shares 2,245 Est. Cost $147.10 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $490 Shares 2,161 Est. Cost $122.50 Unrealized +63.5%
HUM HUMANA INC 0.0%
Value ($000) $451 Shares 1,009 Est. Cost $88.83 Unrealized +449.5%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $446 Shares 913 Est. Cost $460.22 Unrealized -12.5%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $446 Shares 1,781 Est. Cost $96.40 Unrealized +127.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $439 Shares 2,000 Est. Cost $78.81 Unrealized +157.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $435 Shares 9,593 Est. Cost $27.75 Unrealized +31.8%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $434 Shares 1,450 Est. Cost $124.55 Unrealized +113.0%
DFUV DIMENSIONAL US MARKETWIDE 0.0%
Value ($000) $421 Shares 12,215 Est. Cost $32.52 Unrealized
ENCORE WIRE CORP 0.0%
Value ($000) $418 Shares 2,250 Est. Cost $185.93 Unrealized
BA BOEING CO 0.0%
Value ($000) $408 Shares 1,932 Est. Cost $301.25 Unrealized -31.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $405 Shares 16,026 Est. Cost $13.25 Unrealized +72.1%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $398 Shares 2,884 Est. Cost $78.72 Unrealized +59.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $398 Shares 3,343 Est. Cost $124.90 Unrealized -13.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $397 Shares 1,503 Est. Cost $140.70 Unrealized +72.0%
NVS NOVARTIS AG 0.0%
Value ($000) $392 Shares 3,884 Est. Cost $84.00 Unrealized
RPV INVESCO S&P 500 PURE VAL ETF 0.0%
Value ($000) $388 Shares 4,997 Est. Cost $85.65 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $379 Shares 3,827 Est. Cost $60.35 Unrealized +61.2%
INTU INTUIT 0.0%
Value ($000) $375 Shares 819 Est. Cost $229.69 Unrealized +87.6%
ITOT ISHARES CORE S&P TOTAL US STOCK 0.0%
Value ($000) $372 Shares 3,802 Est. Cost $81.21 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $367 Shares 8,053 Est. Cost $35.59 Unrealized +14.6%
NPO ENPRO INDS INC COM 0.0%
Value ($000) $361 Shares 2,700 Est. Cost $57.38 Unrealized +85.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $344 Shares 3,645 Est. Cost $62.67 Unrealized +38.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $332 Shares 4,306 Est. Cost $54.87 Unrealized +32.3%
SYY SYSCO CORP 0.0%
Value ($000) $328 Shares 4,415 Est. Cost $45.03 Unrealized +52.2%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $323 Shares 2,851 Est. Cost $78.90 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $321 Shares 2,223 Est. Cost $78.76 Unrealized +55.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $318 Shares 2,380 Est. Cost $95.76 Unrealized +23.3%
ETN EATON CORP PLC 0.0%
Value ($000) $306 Shares 1,524 Est. Cost $108.67 Unrealized +56.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $304 Shares 1,235 Est. Cost $117.90 Unrealized +81.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $293 Shares 6,069 Est. Cost $44.56 Unrealized +2.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $291 Shares 2,400 Est. Cost $72.47 Unrealized +55.1%
DFIV DIMENSIONAL INTERNATNAL VAL 0.0%
Value ($000) $282 Shares 8,574 Est. Cost $32.23 Unrealized
VUG VANGUARD GROWTH ETF (MKT) 0.0%
Value ($000) $280 Shares 990 Est. Cost $148.20 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $278 Shares 2,107 Est. Cost $120.77 Unrealized +11.8%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $278 Shares 4,020 Est. Cost $63.86 Unrealized +0.7%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $262 Shares 1,401 Est. Cost $199.60 Unrealized
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $261 Shares 2,732 Est. Cost $67.09 Unrealized
EAGG ISHARES ESG U.S AGRGT BOND 0.0%
Value ($000) $258 Shares 5,477 Est. Cost $55.18 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $258 Shares 1,433 Est. Cost $85.34 Unrealized +86.4%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $251 Shares 1,800 Est. Cost $84.52 Unrealized +60.3%
HPQ HP INC 0.0%
Value ($000) $248 Shares 8,061 Est. Cost $11.20 Unrealized +142.2%
ADSK AUTODESK INC 0.0%
Value ($000) $245 Shares 1,199 Est. Cost $141.49 Unrealized +41.3%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $245 Shares 1,111 Est. Cost $203.30 Unrealized +9.0%
BWA BORGWARNER INC 0.0%
Value ($000) $244 Shares 4,985 Est. Cost $29.25 Unrealized +35.6%
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $240 Shares 3,980 Est. Cost $52.27 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $238 Shares 1,195 Est. Cost $137.90 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $222 Shares 1,311 Est. Cost $81.12 Unrealized +86.5%
MS MORGAN STANLEY 0.0%
Value ($000) $221 Shares 2,593 Est. Cost $52.75 Unrealized +48.6%
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value ($000) $217 Shares 10,400 Est. Cost $23.06 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $217 Shares 5,825 Est. Cost $33.26 Unrealized -6.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $216 Shares 1,927 Est. Cost $43.04 Unrealized +134.8%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $215 Shares 2,590 Est. Cost $76.01 Unrealized
HORIZON THERAPEUTICS PUB 0.0%
Value ($000) $214 Shares 2,081 Est. Cost $71.90 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $208 Shares 3,113 Est. Cost $117.70 Unrealized -42.2%
ACN ACCENTURE PLC 0.0%
Value ($000) $206 Shares 669 Est. Cost $239.36 Unrealized +16.8%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $203 Shares 589 Est. Cost $251.28 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $201 Shares 2,084 Est. Cost $116.27 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 0.0%
Value ($000) $201 Shares 1,184 Est. Cost $164.27 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $198 Shares 4,945 Est. Cost $19.45 Unrealized +89.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $198 Shares 1,735 Est. Cost $115.34 Unrealized -9.8%
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $197 Shares 8,432 Est. Cost $23.06 Unrealized
MGC VANGUARD MEGA CAP INDEX 0.0%
Value ($000) $195 Shares 1,247 Est. Cost $92.67 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $194 Shares 1,265 Est. Cost $71.10 Unrealized +94.8%
CMCSA COMCAST CORP 0.0%
Value ($000) $194 Shares 4,660 Est. Cost $41.38 Unrealized -11.4%
T AT&T INC 0.0%
Value ($000) $192 Shares 12,042 Est. Cost $15.54 Unrealized -4.8%
NKE NIKE INC 0.0%
Value ($000) $190 Shares 1,720 Est. Cost $75.50 Unrealized +47.5%
BIIB BIOGEN INC 0.0%
Value ($000) $188 Shares 659 Est. Cost $204.43 Unrealized +45.7%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $188 Shares 773 Est. Cost $137.21 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $180 Shares 934 Est. Cost $147.91 Unrealized +28.4%
DGRO ISHARES CORE DIVIDEND 0.0%
Value ($000) $179 Shares 3,469 Est. Cost $50.41 Unrealized
BP BP PLC 0.0%
Value ($000) $175 Shares 4,970 Est. Cost $33.95 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $175 Shares 9,175 Est. Cost $20.88 Unrealized -7.7%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $175 Shares 1,938 Est. Cost $42.81 Unrealized +87.1%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $175 Shares 5,912 Est. Cost $34.41 Unrealized -8.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $175 Shares 1,045 Est. Cost $50.74 Unrealized +185.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $173 Shares 2,140 Est. Cost $77.51 Unrealized 0.0%
VTV VANGUARD VALUE INDEX 0.0%
Value ($000) $172 Shares 1,210 Est. Cost $96.03 Unrealized
PRA PROASSURANCE CORP 0.0%
Value ($000) $172 Shares 11,379 Est. Cost $43.27 Unrealized -63.6%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $170 Shares 1,931 Est. Cost $64.83 Unrealized +13.3%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $168 Shares 970 Est. Cost $99.91 Unrealized +67.9%
DFAS U S SM CAP ETF 0.0%
Value ($000) $168 Shares 3,071 Est. Cost $47.87 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $168 Shares 1,036 Est. Cost $94.61 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $165 Shares 1,770 Est. Cost $39.51 Unrealized +102.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $162 Shares 1,842 Est. Cost $87.11 Unrealized -8.9%
AMGN AMGEN INC 0.0%
Value ($000) $159 Shares 718 Est. Cost $198.14 Unrealized +7.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $159 Shares 2,941 Est. Cost $37.49 Unrealized +39.3%
MTG MGIC INVESTMENT CORP WI 0.0%
Value ($000) $158 Shares 10,000 Est. Cost $10.89 Unrealized +36.3%
AFL AFLAC INC 0.0%
Value ($000) $156 Shares 2,229 Est. Cost $35.01 Unrealized +80.6%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $154 Shares 500 Est. Cost $279.65 Unrealized +15.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $152 Shares 3,423 Est. Cost $43.80 Unrealized -8.9%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $152 Shares 1,300 Est. Cost $57.48 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $151 Shares 1,709 Est. Cost $41.87 Unrealized +100.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $146 Shares 358 Est. Cost $402.68 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $146 Shares 18,956 Est. Cost $7.68 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $144 Shares 1,394 Est. Cost $58.84 Unrealized +60.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $144 Shares 1,980 Est. Cost $55.51 Unrealized +23.5%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $143 Shares 1,716 Est. Cost $80.53 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $143 Shares 3,956 Est. Cost $40.83 Unrealized -27.7%
FV FIRST TRUST DORSEY 0.0%
Value ($000) $141 Shares 3,000 Est. Cost $46.91 Unrealized
UCB UNITED COMMUNITY BANKS INC 0.0%
Value ($000) $139 Shares 5,544 Est. Cost $24.82 Unrealized 0.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $138 Shares 1,698 Est. Cost $75.12 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $137 Shares 1,142 Est. Cost $114.23 Unrealized +9.5%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $133 Shares 7,931 Est. Cost $7.95 Unrealized +78.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $129 Shares 1,815 Est. Cost $45.20 Unrealized +46.1%
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $128 Shares 6,067 Est. Cost $21.32 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $127 Shares 1,651 Est. Cost $63.18 Unrealized +15.4%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $126 Shares 613 Est. Cost $115.74 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $126 Shares 840 Est. Cost $108.33 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $123 Shares 3,308 Est. Cost $23.54 Unrealized +36.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $122 Shares 2,359 Est. Cost $58.01 Unrealized -18.0%
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $122 Shares 10,000 Est. Cost $8.20 Unrealized +62.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $121 Shares 266 Est. Cost $312.47 Unrealized +38.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $118 Shares 3,900 Est. Cost $38.94 Unrealized -30.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $116 Shares 1,288 Est. Cost $57.15 Unrealized +52.7%
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $116 Shares 3,756 Est. Cost $37.78 Unrealized
CDC VICTORYSHARES US EQ INCOME 0.0%
Value ($000) $115 Shares 2,000 Est. Cost $45.50 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $113 Shares 1,526 Est. Cost $48.38 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.0%
Value ($000) $113 Shares 1,563 Est. Cost $70.57 Unrealized
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value ($000) $113 Shares 1,635 Est. Cost $77.06 Unrealized
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $112 Shares 2,000 Est. Cost $56.73 Unrealized -9.5%
NUE NUCOR CORP 0.0%
Value ($000) $112 Shares 680 Est. Cost $56.52 Unrealized +148.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $111 Shares 568 Est. Cost $183.07 Unrealized -1.2%
WFC WELLS FARGO & CO 0.0%
Value ($000) $111 Shares 2,593 Est. Cost $35.52 Unrealized +6.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $107 Shares 2,672 Est. Cost $35.69 Unrealized +2.4%
FDX FEDEX CORP 0.0%
Value ($000) $107 Shares 432 Est. Cost $158.62 Unrealized +36.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $105 Shares 1,993 Est. Cost $37.51 Unrealized +30.8%
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $101 Shares 200 Est. Cost $75.00 Unrealized
HIBBETT SPORTS INC 0.0%
Value ($000) $100 Shares 2,756 Est. Cost $50.86 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $100 Shares 909 Est. Cost $66.60 Unrealized +52.3%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $100 Shares 1,112 Est. Cost $71.35 Unrealized +3.5%
RH RH COM 0.0%
Value ($000) $97 Shares 295 Est. Cost $30.92 Unrealized +745.3%
YUM YUM! BRANDS INC 0.0%
Value ($000) $97 Shares 700 Est. Cost $67.27 Unrealized +91.5%
META META PLATFORMS INC 0.0%
Value ($000) $95 Shares 330 Est. Cost $237.31 Unrealized +3.3%
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $94 Shares 671 Est. Cost $96.53 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $93 Shares 740 Est. Cost $95.09 Unrealized +16.1%
DHR DANAHER CORP 0.0%
Value ($000) $92 Shares 383 Est. Cost $195.38 Unrealized +6.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $91 Shares 1,831 Est. Cost $29.57 Unrealized +43.8%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $91 Shares 404 Est. Cost $137.75 Unrealized +45.8%
C CITIGROUP INC 0.0%
Value ($000) $90 Shares 1,964 Est. Cost $47.30 Unrealized -9.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $90 Shares 1,264 Est. Cost $25.98 Unrealized +4.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $89 Shares 271 Est. Cost $247.95 Unrealized +11.3%
CMS CMS ENERGY CORP 0.0%
Value ($000) $88 Shares 1,495 Est. Cost $19.64 Unrealized +182.6%
CLX CLOROX CO 0.0%
Value ($000) $87 Shares 550 Est. Cost $96.91 Unrealized +52.3%
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $86 Shares 1,211 Est. Cost $52.85 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $84 Shares 3,200 Est. Cost $26.35 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 0.0%
Value ($000) $84 Shares 1,277 Est. Cost $70.04 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $83 Shares 452 Est. Cost $117.53 Unrealized +43.9%
DFUS U S EQUITY ETF 0.0%
Value ($000) $82 Shares 1,705 Est. Cost $40.47 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $81 Shares 880 Est. Cost $61.43 Unrealized +23.7%
AON AON PLC SHS CL A 0.0%
Value ($000) $80 Shares 232 Est. Cost $285.70 Unrealized +11.6%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $78 Shares 1,034 Est. Cost $86.63 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $78 Shares 2,350 Est. Cost $33.18 Unrealized -14.4%
PSX PHILLIPS 66 0.0%
Value ($000) $77 Shares 807 Est. Cost $73.23 Unrealized +20.9%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $77 Shares 698 Est. Cost $73.49 Unrealized
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $75 Shares 1,568 Est. Cost $47.19 Unrealized
PPL PPL CORP 0.0%
Value ($000) $74 Shares 2,810 Est. Cost $23.26 Unrealized +8.1%
FTLS FIRST TRUST 0.0%
Value ($000) $74 Shares 1,400 Est. Cost $52.79 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $74 Shares 1,499 Est. Cost $38.52 Unrealized +15.5%
MET METLIFE INC 0.0%
Value ($000) $72 Shares 1,279 Est. Cost $47.13 Unrealized +8.7%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $71 Shares 8,852 Est. Cost $20.13 Unrealized -63.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $69 Shares 260 Est. Cost $221.61 Unrealized +3.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $69 Shares 705 Est. Cost $25.69 Unrealized +83.6%
DOV DOVER CORP 0.0%
Value ($000) $68 Shares 463 Est. Cost $77.31 Unrealized +79.1%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $68 Shares 1,200 Est. Cost $38.89 Unrealized +29.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $67 Shares 618 Est. Cost $106.33 Unrealized +0.4%
CTVA CORTEVA INC 0.0%
Value ($000) $64 Shares 1,125 Est. Cost $27.15 Unrealized +108.6%
PTLC PACER TRENDPOLOT US LG 0.0%
Value ($000) $64 Shares 1,560 Est. Cost $41.30 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $63 Shares 2,004 Est. Cost $44.71 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $63 Shares 2,085 Est. Cost $42.31 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $62 Shares 1,053 Est. Cost $14.22 Unrealized +80.6%
DEO DIAGEO PLC 0.0%
Value ($000) $62 Shares 357 Est. Cost $167.22 Unrealized
WESTROCK CO 0.0%
Value ($000) $62 Shares 2,120 Est. Cost $39.01 Unrealized
FVD FIRST TRUST VALUE 0.0%
Value ($000) $60 Shares 1,500 Est. Cost $40.09 Unrealized
GLW CORNING INC 0.0%
Value ($000) $60 Shares 1,705 Est. Cost $33.60 Unrealized -8.9%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $65.00 Unrealized
LABORATORY CORP AMERICA HOLDINGS 0.0%
Value ($000) $59 Shares 246 Est. Cost $212.54 Unrealized
UNILEVER PLC 0.0%
Value ($000) $59 Shares 1,126 Est. Cost $55.10 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $58 Shares 152 Est. Cost $322.30 Unrealized +9.5%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $58 Shares 612 Est. Cost $88.30 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $57 Shares 1,208 Est. Cost $33.00 Unrealized +8.7%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $57 Shares 129 Est. Cost $370.12 Unrealized +19.6%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $56 Shares 829 Est. Cost $34.39 Unrealized +70.6%
ALC ALCON INC 0.0%
Value ($000) $56 Shares 686 Est. Cost $63.02 Unrealized +20.2%
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $56 Shares 4,416 Est. Cost $7.20 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $55 Shares 294 Est. Cost $159.14 Unrealized +5.1%
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $54 Shares 1,500 Est. Cost $30.49 Unrealized +23.5%
DOW DOW INC COM 0.0%
Value ($000) $53 Shares 987 Est. Cost $36.73 Unrealized +23.2%
BLACKROCK MUNI INC QUAL TR 0.0%
Value ($000) $52 Shares 4,655 Est. Cost $13.75 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $52 Shares 474 Est. Cost $47.56 Unrealized +67.8%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $51 Shares 389 Est. Cost $92.29 Unrealized +32.8%
AX AXOS FINL INC 0.0%
Value ($000) $51 Shares 1,305 Est. Cost $34.92 Unrealized +11.0%
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $51 Shares 318 Est. Cost $132.64 Unrealized
SHM SPDR NUVEEN BARCLAYS SHORT 0.0%
Value ($000) $51 Shares 1,085 Est. Cost $49.62 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $51 Shares 158 Est. Cost $231.35 Unrealized +33.1%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $50 Shares 747 Est. Cost $68.68 Unrealized
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $50 Shares 200 Est. Cost $177.80 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $50 Shares 750 Est. Cost $34.12 Unrealized +77.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $49 Shares 344 Est. Cost $139.21 Unrealized -0.6%
VHT VANGUARD HEALTH CARE INDEX 0.0%
Value ($000) $49 Shares 200 Est. Cost $175.00 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $49 Shares 350 Est. Cost $120.57 Unrealized +12.5%
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $48 Shares 1,500 Est. Cost $28.67 Unrealized
IGSB ISHARES SHORT-TERM 0.0%
Value ($000) $48 Shares 960 Est. Cost $91.86 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $48 Shares 2,782 Est. Cost $12.42 Unrealized +19.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $48 Shares 186 Est. Cost $82.82 Unrealized +25.6%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $46 Shares 236 Est. Cost $177.99 Unrealized +13.3%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $46 Shares 317 Est. Cost $104.60 Unrealized +26.8%
VTRS VIATRIS INC 0.0%
Value ($000) $45 Shares 4,522 Est. Cost $13.33 Unrealized -36.5%
VFC V F CORP 0.0%
Value ($000) $44 Shares 2,327 Est. Cost $55.49 Unrealized -63.1%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $44 Shares 521 Est. Cost $66.75 Unrealized +19.8%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $44 Shares 612 Est. Cost $95.18 Unrealized -37.3%
AOR ISHARES CORE GROWTH ALLOCATION 0.0%
Value ($000) $44 Shares 850 Est. Cost $39.41 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $43 Shares 575 Est. Cost $81.49 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $43 Shares 486 Est. Cost $59.83 Unrealized +34.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $43 Shares 283 Est. Cost $71.33 Unrealized +107.6%
OKE ONEOK INC 0.0%
Value ($000) $43 Shares 691 Est. Cost $39.31 Unrealized +37.7%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $42 Shares 722 Est. Cost $18.83 Unrealized +204.3%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $41 Shares 123 Est. Cost $260.07 Unrealized +16.8%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $41 Shares 1,134 Est. Cost $34.39 Unrealized
CRM SALESFORCE 0.0%
Value ($000) $41 Shares 194 Est. Cost $195.14 Unrealized +3.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $40 Shares 211 Est. Cost $109.41 Unrealized +57.8%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $40 Shares 250 Est. Cost $113.79 Unrealized
MKL MARKEL GROUP INC. 0.0%
Value ($000) $40 Shares 29 Est. Cost $1005.01 Unrealized +33.4%
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $40 Shares 397 Est. Cost $102.05 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $39 Shares 263 Est. Cost $91.25 Unrealized
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $39 Shares 748 Est. Cost $46.41 Unrealized +5.9%
TE CONNECTIVITY LTD 0.0%
Value ($000) $38 Shares 274 Est. Cost $114.62 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $38 Shares 155 Est. Cost $205.18 Unrealized +8.5%
ZTS ZOETIS INC 0.0%
Value ($000) $38 Shares 220 Est. Cost $174.61 Unrealized -3.7%
HAS HASBRO INC 0.0%
Value ($000) $38 Shares 584 Est. Cost $68.79 Unrealized -24.4%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $38 Shares 306 Est. Cost $75.16 Unrealized
PBE INVESCO EXCHANGE TRADED 0.0%
Value ($000) $37 Shares 611 Est. Cost $57.28 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $37 Shares 833 Est. Cost $54.03 Unrealized -21.8%
DXD PROSHARES ULTRASHORT DOW30 0.0%
Value ($000) $36 Shares 900 Est. Cost $52.22 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $36 Shares 82 Est. Cost $23.33 Unrealized +57.8%
RGEN REPLIGEN CORP 0.0%
Value ($000) $35 Shares 250 Est. Cost $256.54 Unrealized -37.5%
MBB ISHARES MBS (MKT) 0.0%
Value ($000) $35 Shares 375 Est. Cost $105.11 Unrealized
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $35 Shares 412 Est. Cost $53.15 Unrealized +44.0%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $34 Shares 550 Est. Cost $54.00 Unrealized +11.4%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $34 Shares 179 Est. Cost $49.31 Unrealized +301.8%
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $34 Shares 400 Est. Cost $71.25 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $34 Shares 205 Est. Cost $150.53 Unrealized -3.8%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $34 Shares 297 Est. Cost $87.51 Unrealized +19.6%
RSPM INVESCO S&P 500 EQ WEIGHTS 0.0%
Value ($000) $33 Shares 204 Est. Cost $162.28 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $32 Shares 338 Est. Cost $71.29 Unrealized +19.1%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $32 Shares 300 Est. Cost $138.95 Unrealized
HANCOCK JOHN TAX-ADV DIV INCM 0.0%
Value ($000) $31 Shares 1,500 Est. Cost $20.40 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $30 Shares 400 Est. Cost $37.61 Unrealized +84.3%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $30 Shares 761 Est. Cost $48.20 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $30 Shares 1,283 Est. Cost $28.67 Unrealized
TDIV FIRST TRUST NASDAQ 0.0%
Value ($000) $29 Shares 500 Est. Cost $44.00 Unrealized
EZM WISDOMTREE U.S. MIDCAP 0.0%
Value ($000) $29 Shares 554 Est. Cost $55.96 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $29 Shares 308 Est. Cost $111.71 Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $28 Shares 6,868 Est. Cost $3.65 Unrealized +14.1%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $17.95 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $27 Shares 225 Est. Cost $100.68 Unrealized -7.5%
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $26 Shares 420 Est. Cost $73.81 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $25 Shares 228 Est. Cost $22.54 Unrealized +339.9%
SOUTH ST CORP 0.0%
Value ($000) $25 Shares 378 Est. Cost $65.80 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $25 Shares 400 Est. Cost $71.80 Unrealized -21.2%
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $24 Shares 400 Est. Cost $55.00 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $24 Shares 300 Est. Cost $85.36 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $24 Shares 285 Est. Cost $75.93 Unrealized
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $23 Shares 215 Est. Cost $119.19 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $23 Shares 559 Est. Cost $32.33 Unrealized +15.9%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $23 Shares 58 Est. Cost $328.44 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $23 Shares 48 Est. Cost $473.00 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $22 Shares 75 Est. Cost $110.15 Unrealized +152.4%
HESS CORP 0.0%
Value ($000) $22 Shares 161 Est. Cost $73.74 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $22 Shares 299 Est. Cost $64.08 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $22 Shares 437 Est. Cost $46.57 Unrealized -7.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 1,400 Est. Cost $9.50 Unrealized +19.6%
RMD RESMED INC 0.0%
Value ($000) $21 Shares 96 Est. Cost $252.36 Unrealized -13.8%
MCK MCKESSON CORP 0.0%
Value ($000) $21 Shares 49 Est. Cost $379.54 Unrealized 0.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $14.65 Unrealized -37.9%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $21 Shares 200 Est. Cost $77.05 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $20 Shares 87 Est. Cost $297.04 Unrealized -23.3%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $20 Shares 1,062 Est. Cost $18.29 Unrealized +4.4%
SHOCKWAVE MED INC 0.0%
Value ($000) $20 Shares 70 Est. Cost $285.41 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $20 Shares 516 Est. Cost $31.37 Unrealized +8.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $20 Shares 49 Est. Cost $386.35 Unrealized -7.4%
CMA COMERICA INC 0.0%
Value ($000) $20 Shares 461 Est. Cost $67.21 Unrealized -47.6%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $19 Shares 168 Est. Cost $57.43 Unrealized +84.6%
RY ROYAL BANK CANADA MONTREAL 0.0%
Value ($000) $19 Shares 200 Est. Cost $64.70 Unrealized +47.5%
PZA INVESCO NATIONAL AMT FREE MUNI 0.0%
Value ($000) $19 Shares 800 Est. Cost $26.46 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $18 Shares 1,700 Est. Cost $9.47 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $18 Shares 223 Est. Cost $75.94 Unrealized -13.6%
RBA RB GLOBAL INC 0.0%
Value ($000) $18 Shares 304 Est. Cost $56.38 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $18 Shares 680 Est. Cost $57.97 Unrealized -57.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $18 Shares 637 Est. Cost $58.90 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $18 Shares 642 Est. Cost $17.83 Unrealized 0.0%
ICLR ICON PLC ADR 0.0%
Value ($000) $18 Shares 70 Est. Cost $208.70 Unrealized +1.7%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $17 Shares 240 Est. Cost $32.38 Unrealized +106.1%
STE STERIS PLC SHS USD 0.0%
Value ($000) $17 Shares 75 Est. Cost $190.19 Unrealized +2.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 35 Est. Cost $336.67 Unrealized +32.3%
FOOT LOCKER INC 0.0%
Value ($000) $17 Shares 618 Est. Cost $43.69 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $17 Shares 179 Est. Cost $114.30 Unrealized -19.5%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $17 Shares 86 Est. Cost $192.83 Unrealized -7.6%
WAB WABTEC 0.0%
Value ($000) $17 Shares 152 Est. Cost $77.08 Unrealized +27.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $16 Shares 330 Est. Cost $52.43 Unrealized -0.6%
WDAY WORKDAY INC 0.0%
Value ($000) $16 Shares 71 Est. Cost $157.48 Unrealized +27.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $16 Shares 85 Est. Cost $93.67 Unrealized +81.9%
MCO MOODYS CORP 0.0%
Value ($000) $16 Shares 45 Est. Cost $151.00 Unrealized +105.5%
TSN TYSON FOODS INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.87 Unrealized +21.3%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $140.70 Unrealized -6.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $15 Shares 88 Est. Cost $155.17 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $15 Shares 125 Est. Cost $34.00 Unrealized +215.3%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $15 Shares 155 Est. Cost $82.71 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $14 Shares 225 Est. Cost $376.83 Unrealized -83.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $14 Shares 109 Est. Cost $124.94 Unrealized 0.0%
APTIV PLS SHS 0.0%
Value ($000) $14 Shares 138 Est. Cost $98.85 Unrealized
SYF SYNCHRONY FINL 0.0%
Value ($000) $14 Shares 413 Est. Cost $39.44 Unrealized -26.9%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $14 Shares 280 Est. Cost $44.97 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 19 Est. Cost $766.75 Unrealized 0.0%
BUZZ VANECK VECTORS SOCIAL 0.0%
Value ($000) $14 Shares 824 Est. Cost $24.27 Unrealized
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $42.56 Unrealized +33.4%
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $13 Shares 509 Est. Cost $29.53 Unrealized -36.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $13 Shares 368 Est. Cost $44.50 Unrealized -24.5%
U UNITY SOFTWARE INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $152.82 Unrealized -79.0%
VMWARE INC 0.0%
Value ($000) $13 Shares 90 Est. Cost $111.11 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $13 Shares 303 Est. Cost $32.45 Unrealized +32.3%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $13 Shares 601 Est. Cost $20.33 Unrealized +2.2%
BKLN INVESCO EXCHNG TRADED FD TR II 0.0%
Value ($000) $13 Shares 603 Est. Cost $21.35 Unrealized
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $13 Shares 33 Est. Cost $354.80 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 155 Est. Cost $71.08 Unrealized +11.8%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $12 Shares 900 Est. Cost $15.02 Unrealized -9.6%
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $12 Shares 23 Est. Cost $465.29 Unrealized 0.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $12 Shares 394 Est. Cost $21.90 Unrealized -5.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $12 Shares 110 Est. Cost $96.72 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $12 Shares 360 Est. Cost $24.90 Unrealized
TPB TURNING PT BRANDS INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $49.85 Unrealized -54.9%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $12 Shares 217 Est. Cost $50.14 Unrealized
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $26.95 Unrealized +100.5%
AOA ISHARES CORE AGGRESSIVE 0.0%
Value ($000) $12 Shares 176 Est. Cost $45.58 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $12 Shares 83 Est. Cost $59.42 Unrealized +120.4%
TTEK TETRA TECH INC 0.0%
Value ($000) $12 Shares 71 Est. Cost $29.41 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $11 Shares 338 Est. Cost $24.04 Unrealized +30.6%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $71.24 Unrealized +0.2%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $11 Shares 146 Est. Cost $71.26 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 205 Est. Cost $25.29 Unrealized +73.5%
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $11 Shares 29 Est. Cost $325.41 Unrealized +25.1%
IVZ INVESCO LTD 0.0%
Value ($000) $11 Shares 648 Est. Cost $19.82 Unrealized -28.4%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $11 Shares 500 Est. Cost $20.23 Unrealized -11.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $11 Shares 19 Est. Cost $85.76 Unrealized +16.6%
BLD TOPBUILD CORP 0.0%
Value ($000) $11 Shares 40 Est. Cost $219.90 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 116 Est. Cost $85.66 Unrealized 0.0%
AMLP ALERIAN MLP 0.0%
Value ($000) $10 Shares 260 Est. Cost $23.08 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $10 Shares 49 Est. Cost $169.19 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $10 Shares 234 Est. Cost $38.73 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.75 Unrealized -4.4%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $10 Shares 27 Est. Cost $514.77 Unrealized -33.7%
VMBS VANGUARD MORTGAGE-BACKED 0.0%
Value ($000) $10 Shares 214 Est. Cost $45.99 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $35.37 Unrealized -48.9%
GGG GRACO INC 0.0%
Value ($000) $10 Shares 112 Est. Cost $63.99 Unrealized +17.3%
OC OWENS CORNING 0.0%
Value ($000) $10 Shares 74 Est. Cost $109.58 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $10 Shares 166 Est. Cost $49.92 Unrealized 0.0%
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $9 Shares 228 Est. Cost $22.26 Unrealized +65.8%
IBKR INTERACTIVE BROKERS GROUP INC 0.0%
Value ($000) $9 Shares 113 Est. Cost $19.44 Unrealized 0.0%
WU WESTERN UNION CO 0.0%
Value ($000) $9 Shares 800 Est. Cost $18.11 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $9 Shares 219 Est. Cost $45.54 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $9 Shares 100 Est. Cost $81.35 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $9 Shares 199 Est. Cost $46.94 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $9 Shares 139 Est. Cost $32.71 Unrealized +80.3%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $9 Shares 102 Est. Cost $78.14 Unrealized -1.2%
RWR SPDR DOW JONES REIT ETF (MKT) 0.0%
Value ($000) $9 Shares 100 Est. Cost $92.17 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY 0.0%
Value ($000) $9 Shares 67 Est. Cost $134.88 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $9 Shares 31 Est. Cost $223.14 Unrealized +17.3%
CDW CDW CORP 0.0%
Value ($000) $9 Shares 49 Est. Cost $168.84 Unrealized 0.0%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $9 Shares 143 Est. Cost $57.12 Unrealized 0.0%
ULTA ULTA SALON COSMETICS & FRAG INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $489.83 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value ($000) $9 Shares 92 Est. Cost $107.00 Unrealized
BRKR BRUKER CORP 0.0%
Value ($000) $9 Shares 120 Est. Cost $75.48 Unrealized 0.0%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $9 Shares 82 Est. Cost $98.15 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 80 Est. Cost $99.69 Unrealized -3.8%
NVO NOVO NORDISK A S 0.0%
Value ($000) $9 Shares 54 Est. Cost $135.33 Unrealized
ASML ASML HOLDING NV 0.0%
Value ($000) $9 Shares 12 Est. Cost $546.42 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $9 Shares 102 Est. Cost $36.78 Unrealized +3.2%
AGNC AGNC INVT CORP 0.0%
Value ($000) $9 Shares 846 Est. Cost $20.09 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $9 Shares 38 Est. Cost $523.06 Unrealized -51.8%
MMS MAXIMUS INC 0.0%
Value ($000) $9 Shares 101 Est. Cost $82.24 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $9 Shares 152 Est. Cost $56.09 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 508 Est. Cost $31.23 Unrealized -55.3%
WDS WOODSIDE PETE LTD 0.0%
Value ($000) $8 Shares 361 Est. Cost $22.16 Unrealized
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $8 Shares 168 Est. Cost $49.29 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $8 Shares 44 Est. Cost $207.24 Unrealized -2.3%
CCI CROWN CASTLE INC 0.0%
Value ($000) $8 Shares 72 Est. Cost $113.66 Unrealized -9.9%
VRSN VERISIGN INC 0.0%
Value ($000) $8 Shares 36 Est. Cost $114.83 Unrealized +90.3%
USIG ISHARES U.S. CREDIT BOND ETF 0.0%
Value ($000) $8 Shares 162 Est. Cost $50.09 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $8 Shares 303 Est. Cost $22.79 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $8 Shares 62 Est. Cost $101.00 Unrealized +15.8%
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $8 Shares 1,120 Est. Cost $10.33 Unrealized -22.3%
JBTM JOHN BEAN TECHNOLOGIES CORP 0.0%
Value ($000) $8 Shares 65 Est. Cost $90.48 Unrealized +20.1%
VTWO VANGUARD RUSSELL 2000 0.0%
Value ($000) $8 Shares 103 Est. Cost $75.62 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $8 Shares 137 Est. Cost $49.74 Unrealized +0.5%
RAIL FREIGHTCAR AMER INC 0.0%
Value ($000) $8 Shares 2,573 Est. Cost $6.08 Unrealized -52.5%
HLN HALEON PLC 0.0%
Value ($000) $8 Shares 907 Est. Cost $8.34 Unrealized
IRM IRON MTN INC 0.0%
Value ($000) $8 Shares 133 Est. Cost $49.91 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $8 Shares 241 Est. Cost $30.38 Unrealized 0.0%
CC CHEMOURS CO 0.0%
Value ($000) $7 Shares 200 Est. Cost $16.58 Unrealized +66.1%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $7 Shares 35 Est. Cost $167.61 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $7 Shares 193 Est. Cost $3.02 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $336.62 Unrealized +9.6%
TECH BIO TECHNE CORP 0.0%
Value ($000) $7 Shares 88 Est. Cost $78.25 Unrealized +1.4%
CROX CROCS INC 0.0%
Value ($000) $7 Shares 63 Est. Cost $119.17 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $7 Shares 42 Est. Cost $116.48 Unrealized +26.7%
XYL XYLEM INC 0.0%
Value ($000) $7 Shares 62 Est. Cost $102.49 Unrealized 0.0%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $7 Shares 275 Est. Cost $23.02 Unrealized +0.3%
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $7 Shares 300 Est. Cost $29.28 Unrealized
PROSHARES ULTSHRT QQQ 0.0%
Value ($000) $7 Shares 500 Est. Cost $18.00 Unrealized
RACE FERRARI N V 0.0%
Value ($000) $7 Shares 20 Est. Cost $206.10 Unrealized +41.4%
SCHR SCHWAB INTERMEDIATE-TERM 0.0%
Value ($000) $6 Shares 129 Est. Cost $49.28 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $6 Shares 295 Est. Cost $29.51 Unrealized -35.3%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $6 Shares 142 Est. Cost $25.62 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $6 Shares 52 Est. Cost $96.29 Unrealized -1.9%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $6 Shares 105 Est. Cost $92.59 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $6 Shares 78 Est. Cost $68.00 Unrealized 0.0%
EMBC EMBECTA CORP 0.0%
Value ($000) $6 Shares 270 Est. Cost $25.42 Unrealized -3.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $6 Shares 17 Est. Cost $243.83 Unrealized +24.1%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $316.26 Unrealized -8.6%
STWD STARWOOD 0.0%
Value ($000) $6 Shares 298 Est. Cost $17.69 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.0%
Value ($000) $6 Shares 59 Est. Cost $94.86 Unrealized +1.7%
IGF ISHARES GLOBAL INFRASTRUCTURE 0.0%
Value ($000) $5 Shares 117 Est. Cost $45.84 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $5 Shares 435 Est. Cost $15.13 Unrealized -14.2%
KELLOGG CO 0.0%
Value ($000) $5 Shares 80 Est. Cost $46.70 Unrealized +24.8%
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $5 Shares 250 Est. Cost $15.38 Unrealized +31.1%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $5 Shares 64 Est. Cost $236.87 Unrealized
IT GARTNER INC 0.0%
Value ($000) $5 Shares 15 Est. Cost $322.72 Unrealized +0.9%
BTG B2GOLD CORP 0.0%
Value ($000) $5 Shares 1,464 Est. Cost $2.73 Unrealized +29.1%
JD JD COM INC SPON ADR 0.0%
Value ($000) $5 Shares 140 Est. Cost $78.57 Unrealized
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $56.17 Unrealized +27.1%
SCHO SCHWAB STRATEGIC TR SHT 0.0%
Value ($000) $5 Shares 98 Est. Cost $48.06 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized -15.0%
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $97.21 Unrealized 0.0%
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $5 Shares 3,846 Est. Cost $2.14 Unrealized -38.3%
CEDAR FAIR L P 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.25 Unrealized
CPIX CUMBERLAND PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 3,052 Est. Cost $4.88 Unrealized -64.7%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $4 Shares 82 Est. Cost $65.44 Unrealized -21.3%
RGA REINSURANCE GROUP AMERICA INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $142.18 Unrealized 0.0%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.43 Unrealized -12.5%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $4 Shares 321 Est. Cost $11.64 Unrealized +16.3%
ALB ALBEMARLE CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $196.03 Unrealized 0.0%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $4 Shares 32 Est. Cost $119.23 Unrealized +4.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $4 Shares 132 Est. Cost $38.35 Unrealized -24.1%
FBK FB FINL CORP 0.0%
Value ($000) $4 Shares 149 Est. Cost $41.92 Unrealized -35.1%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $4 Shares 24 Est. Cost $162.78 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $4 Shares 85 Est. Cost $48.46 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.0%
Value ($000) $4 Shares 381 Est. Cost $14.10 Unrealized -32.5%
AMR ALPHA METALLURGICAL RESOUR 0.0%
Value ($000) $4 Shares 24 Est. Cost $13.54 Unrealized +1022.1%
MTD METTLER TOLEDO INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 3 Est. Cost $1338.52 Unrealized +5.0%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $4 Shares 443 Est. Cost $33.86 Unrealized
NORDSTROM INC 0.0%
Value ($000) $4 Shares 190 Est. Cost $50.56 Unrealized
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $4 Shares 250 Est. Cost $12.80 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.23 Unrealized -27.9%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $4 Shares 2,507 Est. Cost $5.19 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.40 Unrealized +1.4%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.27 Unrealized +43.1%
APA APA CORPORATION 0.0%
Value ($000) $3 Shares 100 Est. Cost $16.01 Unrealized +97.4%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $3 Shares 700 Est. Cost $4.47 Unrealized +11.7%
XYZ SQUARE INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $216.70 Unrealized -71.2%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.0%
Value ($000) $3 Shares 24 Est. Cost $138.38 Unrealized
MDIV FIRST TRUST MULTI-ASSET 0.0%
Value ($000) $3 Shares 215 Est. Cost $17.10 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.69 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $3 Shares 413 Est. Cost $23.63 Unrealized
GSK GSK PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.14 Unrealized
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $3 Shares 18 Est. Cost $126.94 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $200.17 Unrealized +59.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $69.22 Unrealized +19.6%
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $3 Shares 37 Est. Cost $75.08 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $26.73 Unrealized +149.9%
GEN GEN DIGITAL INC 0.0%
Value ($000) $3 Shares 145 Est. Cost $15.63 Unrealized +6.0%
CATALENT INC COM 0.0%
Value ($000) $3 Shares 60 Est. Cost $45.02 Unrealized
VISTA OUTDOOR INC COM 0.0%
Value ($000) $3 Shares 92 Est. Cost $21.74 Unrealized
SPTL SPDR PORTFOLIO LONG 0.0%
Value ($000) $3 Shares 85 Est. Cost $29.92 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $23.86 Unrealized +154.7%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $2 Shares 13 Est. Cost $159.19 Unrealized +0.6%
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.79 Unrealized -42.8%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $57.38 Unrealized -40.6%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $56.19 Unrealized -5.8%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $81.27 Unrealized +79.9%
PARAMOUNT GLOBAL 0.0%
Value ($000) $2 Shares 124 Est. Cost $25.86 Unrealized
UPST UPSTART HLDGS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $249.80 Unrealized -90.8%
PCG PG&E CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $49.35 Unrealized -66.1%
MSM MSC INDUSTRIAL DIRECT INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $88.88 Unrealized +3.2%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 95 Est. Cost $18.67 Unrealized -7.6%
HL HECLA MINING CO. 0.0%
Value ($000) $2 Shares 310 Est. Cost $2.94 Unrealized +91.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $71.86 Unrealized
GFI GOLD FIELDS LTD 0.0%
Value ($000) $2 Shares 110 Est. Cost $10.74 Unrealized
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $202.71 Unrealized
SG SWEETGREEN INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $21.10 Unrealized -56.1%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $50.71 Unrealized -15.1%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.79 Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $1 Shares 32 Est. Cost $34.97 Unrealized +5.7%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $1 Shares 200 Est. Cost $19.65 Unrealized -64.7%
AGZ ISHARES AGENCY BOND (MKT) 0.0%
Value ($000) $1 Shares 11 Est. Cost $107.00 Unrealized
IYJ ISHARES US INDUSTRIALS (MKT) 0.0%
Value ($000) $1 Shares 11 Est. Cost $96.45 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $1 Shares 27 Est. Cost $25.61 Unrealized +37.4%
DFIN DONNELLEY FINL SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $35.66 Unrealized +23.7%
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $1 Shares 255 Est. Cost $13.14 Unrealized -73.6%
IYW ISHARES US TECHNOLOGY (MKT) 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.43 Unrealized
EMXC ISHARES MSCI EMG MKTS EX 0.0%
Value ($000) $1 Shares 14 Est. Cost $60.27 Unrealized
CDE COEUR MINING INC 0.0%
Value ($000) $1 Shares 250 Est. Cost $7.84 Unrealized -56.7%
NGD NEW GOLD INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.36 Unrealized -63.2%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.66 Unrealized +116.2%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $116.34 Unrealized -78.4%
NIKOLA CORP 0.0%
Value ($000) $1 Shares 387 Est. Cost $20.67 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $37.90 Unrealized +4.7%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 57 Est. Cost $6.77 Unrealized +18.6%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $0 Shares 600 Est. Cost $3.91 Unrealized -77.3%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.15 Unrealized -30.8%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.49 Unrealized +23.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.51 Unrealized +37.8%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $0 Shares 8 Est. Cost $27.10 Unrealized +8.3%
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $22.31 Unrealized -83.8%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized -10.6%
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.52 Unrealized +116.3%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $42.03 Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.17 Unrealized -21.6%
BROOKFIELD ASSET MGMT REINS PA 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.50 Unrealized
MULLEN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 480 Est. Cost $0.11 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.86 Unrealized +131.7%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized