Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 21, 2024

Total Value ($000): $1,442,765 (100.0% shares, 0.0% debt)

Holdings (668)

IWD ISHARES RUSSELL 1000 VALUE (MKT) 9.8%
Value ($000) $141,692 Shares 746,533 Est. Cost $135.15 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 9.2%
Value ($000) $132,745 Shares 353,630 Est. Cost $150.79 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 8.7%
Value ($000) $125,184 Shares 1,666,671 Est. Cost $73.59 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 7.1%
Value ($000) $101,958 Shares 871,730 Est. Cost $104.34 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 6.8%
Value ($000) $98,255 Shares 1,860,537 Est. Cost $45.98 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 6.7%
Value ($000) $96,327 Shares 1,092,885 Est. Cost $68.41 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 3.8%
Value ($000) $54,843 Shares 690,541 Est. Cost $77.61 Unrealized
AAPL APPLE INC 3.3%
Value ($000) $48,294 Shares 207,271 Est. Cost $91.60 Unrealized +142.3%
JPM JP MORGAN CHASE & CO 2.9%
Value ($000) $41,867 Shares 198,553 Est. Cost $81.58 Unrealized +151.2%
BLDR BUILDERS FIRSTSOURCE INC 2.8%
Value ($000) $40,955 Shares 211,259 Est. Cost $165.82 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME 2.6%
Value ($000) $37,317 Shares 627,064 Est. Cost $55.46 Unrealized
VGIT VANGUARD INTER-TRM TREAS INDEX 2.3%
Value ($000) $33,855 Shares 560,321 Est. Cost $59.34 Unrealized
WMT WALMART INC 2.2%
Value ($000) $32,442 Shares 401,760 Est. Cost $51.81 Unrealized +39.9%
GLD SPDR GOLD SHARES (MKT) 2.2%
Value ($000) $31,617 Shares 130,080 Est. Cost $186.38 Unrealized
OEF ISHARES S&P 100 (MKT) 2.1%
Value ($000) $29,958 Shares 108,247 Est. Cost $114.29 Unrealized
GOOG ALPHABET INC 2.1%
Value ($000) $29,773 Shares 178,077 Est. Cost $108.05 Unrealized +55.7%
XOP SPDR S&P OIL & GAS EXPLOR & 1.8%
Value ($000) $25,594 Shares 194,602 Est. Cost $128.92 Unrealized
IYH ISHARES US HEALTHCARE (MKT) 1.7%
Value ($000) $24,508 Shares 377,041 Est. Cost $86.23 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.6%
Value ($000) $23,509 Shares 104,132 Est. Cost $62.38 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $20,961 Shares 48,712 Est. Cost $87.94 Unrealized +381.1%
SPY SPDR S&P 500 (MKT) 1.2%
Value ($000) $17,396 Shares 30,320 Est. Cost $284.81 Unrealized
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $16,536 Shares 54,718 Est. Cost $212.73 Unrealized +34.7%
CMA COMERICA INC 1.0%
Value ($000) $14,621 Shares 244,046 Est. Cost $41.09 Unrealized +25.9%
VLO VALERO ENERGY CORP NEW 0.8%
Value ($000) $10,836 Shares 80,247 Est. Cost $122.06 Unrealized +14.2%
NVDA NVIDIA CORP 0.6%
Value ($000) $9,130 Shares 75,183 Est. Cost $93.02 Unrealized +26.9%
KO COCA COLA CO 0.4%
Value ($000) $5,899 Shares 82,091 Est. Cost $42.05 Unrealized +56.1%
RF REGIONS FINANCIAL CORP NEW 0.4%
Value ($000) $5,309 Shares 227,565 Est. Cost $14.47 Unrealized +42.4%
SO SOUTHERN CO 0.3%
Value ($000) $4,384 Shares 48,615 Est. Cost $48.40 Unrealized +68.7%
AMZN AMAZON COM INC 0.3%
Value ($000) $4,383 Shares 23,522 Est. Cost $127.64 Unrealized +42.9%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $4,365 Shares 9,483 Est. Cost $234.07 Unrealized +88.9%
SHV ISHARES SHORT TREASURY BOND ETF 0.3%
Value ($000) $4,296 Shares 38,830 Est. Cost $110.50 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $3,743 Shares 22,569 Est. Cost $114.11 Unrealized +46.1%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $3,721 Shares 31,747 Est. Cost $60.21 Unrealized +82.7%
LLY ELI LILLY & CO 0.2%
Value ($000) $3,441 Shares 3,884 Est. Cost $190.80 Unrealized +366.6%
GL GLOBE LIFE INC 0.2%
Value ($000) $3,357 Shares 31,698 Est. Cost $98.72 Unrealized -3.9%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $3,193 Shares 5,535 Est. Cost $310.52 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $3,115 Shares 19,219 Est. Cost $99.40 Unrealized +53.6%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $3,047 Shares 17,593 Est. Cost $96.97 Unrealized +69.4%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $3,000 Shares 12,172 Est. Cost $117.53 Unrealized +99.6%
HD HOME DEPOT INC 0.2%
Value ($000) $2,983 Shares 7,362 Est. Cost $162.67 Unrealized +116.8%
ORCL ORACLE CORP 0.2%
Value ($000) $2,683 Shares 15,746 Est. Cost $47.60 Unrealized +200.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $2,607 Shares 4,458 Est. Cost $259.11 Unrealized +111.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,573 Shares 17,472 Est. Cost $87.49 Unrealized +60.0%
V VISA INC 0.2%
Value ($000) $2,497 Shares 9,082 Est. Cost $148.34 Unrealized +80.5%
MAA MID-AMER APT CMNTYS INC 0.2%
Value ($000) $2,412 Shares 15,180 Est. Cost $94.58 Unrealized +53.0%
AVGO BROADCOM INC COM 0.2%
Value ($000) $2,381 Shares 13,800 Est. Cost $147.19 Unrealized +7.3%
MRK MERCK & CO INC 0.2%
Value ($000) $2,364 Shares 20,816 Est. Cost $57.51 Unrealized +96.4%
ABBV ABBVIE INC SR NT 0.2%
Value ($000) $2,169 Shares 10,984 Est. Cost $67.97 Unrealized +162.9%
SYK STRYKER CORP 0.1%
Value ($000) $2,122 Shares 5,874 Est. Cost $104.84 Unrealized +224.7%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.1%
Value ($000) $2,038 Shares 32,708 Est. Cost $87.25 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,941 Shares 22,957 Est. Cost $60.90 Unrealized +22.9%
PFE PFIZER INC 0.1%
Value ($000) $1,884 Shares 65,096 Est. Cost $21.04 Unrealized +26.8%
PEP PEPSICO INC 0.1%
Value ($000) $1,800 Shares 10,587 Est. Cost $95.77 Unrealized +70.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,751 Shares 2,831 Est. Cost $336.11 Unrealized +75.3%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $1,727 Shares 6,534 Est. Cost $198.28 Unrealized +29.1%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,719 Shares 6,346 Est. Cost $95.90 Unrealized +146.3%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $1,718 Shares 1,938 Est. Cost $357.03 Unrealized +141.4%
TPL TEXAS PACIFIC LAND CORPORATION 0.1%
Value ($000) $1,699 Shares 1,920 Est. Cost $150.57 Unrealized +80.9%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,640 Shares 30,808 Est. Cost $28.73 Unrealized +62.8%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value ($000) $1,631 Shares 4,248 Est. Cost $305.40 Unrealized
DINO HF SINCLAIR CORPORATION 0.1%
Value ($000) $1,529 Shares 34,301 Est. Cost $41.10 Unrealized +8.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,508 Shares 3,090 Est. Cost $349.61 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,493 Shares 8,660 Est. Cost $78.63 Unrealized +135.4%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,433 Shares 5,179 Est. Cost $178.07 Unrealized +42.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,415 Shares 4,647 Est. Cost $140.49 Unrealized +89.8%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.1%
Value ($000) $1,321 Shares 7,878 Est. Cost $155.32 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,320 Shares 11,231 Est. Cost $46.29 Unrealized +143.5%
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $1,272 Shares 15,809 Est. Cost $28.48 Unrealized +160.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,232 Shares 11,882 Est. Cost $34.62 Unrealized +200.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,211 Shares 4,465 Est. Cost $94.98 Unrealized +158.1%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $1,179 Shares 11,510 Est. Cost $123.74 Unrealized -17.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,152 Shares 4,069 Est. Cost $165.78 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK 0.1%
Value ($000) $1,139 Shares 9,066 Est. Cost $101.51 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,134 Shares 6,960 Est. Cost $58.12 Unrealized +182.1%
CI THE CIGNA GROUP 0.1%
Value ($000) $1,129 Shares 3,258 Est. Cost $241.40 Unrealized +38.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,094 Shares 1,873 Est. Cost $203.92 Unrealized +153.2%
MA MASTERCARD INC 0.1%
Value ($000) $1,088 Shares 2,203 Est. Cost $224.12 Unrealized +106.0%
ZTS ZOETIS INC 0.1%
Value ($000) $1,082 Shares 5,536 Est. Cost $173.58 Unrealized +4.5%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,067 Shares 9,359 Est. Cost $84.21 Unrealized +27.1%
LAM RESEARCH CORP 0.1%
Value ($000) $1,067 Shares 1,307 Est. Cost $221.17 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1,011 Shares 3,051 Est. Cost $181.19 Unrealized +66.3%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,001 Shares 3,998 Est. Cost $109.78 Unrealized +123.9%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $976 Shares 8,463 Est. Cost $66.92 Unrealized +58.3%
TFC TRUIST FINL CORP 0.1%
Value ($000) $929 Shares 21,724 Est. Cost $38.66 Unrealized +2.4%
DFAC U S CORE EQUITY 2 0.1%
Value ($000) $921 Shares 26,845 Est. Cost $25.48 Unrealized
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $904 Shares 3,435 Est. Cost $95.25 Unrealized
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $903 Shares 9,430 Est. Cost $81.20 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $900 Shares 3,695 Est. Cost $212.88 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $880 Shares 3,825 Est. Cost $102.17 Unrealized +115.5%
CATH GLOBAL X S&P 500 CATHOLIC VALUES 0.1%
Value ($000) $851 Shares 12,257 Est. Cost $60.15 Unrealized
BLACKROCK INC 0.1%
Value ($000) $849 Shares 894 Est. Cost $601.71 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $836 Shares 9,094 Est. Cost $96.40 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $835 Shares 2,135 Est. Cost $174.10 Unrealized +94.5%
ASO ACADEMY SPORTS & OUTDOORS INC 0.1%
Value ($000) $797 Shares 13,650 Est. Cost $41.40 Unrealized +30.0%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $793 Shares 19,990 Est. Cost $25.88 Unrealized +49.8%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $778 Shares 3,764 Est. Cost $151.69 Unrealized +24.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $778 Shares 8,088 Est. Cost $104.72 Unrealized -13.5%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.1%
Value ($000) $769 Shares 7,081 Est. Cost $108.62 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $761 Shares 6,285 Est. Cost $58.12 Unrealized +91.1%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $739 Shares 3,558 Est. Cost $85.37 Unrealized +139.3%
TSLA TESLA INC 0.1%
Value ($000) $732 Shares 2,796 Est. Cost $211.93 Unrealized +7.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $707 Shares 9,079 Est. Cost $59.22 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $691 Shares 1 Est. Cost $201277.39 Unrealized +229.8%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $678 Shares 5,586 Est. Cost $62.37 Unrealized +76.1%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $678 Shares 2,587 Est. Cost $152.68 Unrealized +55.4%
FCN FTI CONSULTING INC 0.0%
Value ($000) $654 Shares 2,876 Est. Cost $120.81 Unrealized +84.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $652 Shares 3,833 Est. Cost $131.32 Unrealized +30.3%
GOVT ISHARES CORE U.S. TREASURY BOND 0.0%
Value ($000) $639 Shares 27,253 Est. Cost $22.75 Unrealized
DE DEERE & CO 0.0%
Value ($000) $610 Shares 1,461 Est. Cost $134.80 Unrealized +173.9%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $606 Shares 2,998 Est. Cost $112.42 Unrealized +80.0%
JOE ST JOE CO 0.0%
Value ($000) $603 Shares 10,335 Est. Cost $15.81 Unrealized +270.6%
HSY HERSHEY CO 0.0%
Value ($000) $596 Shares 3,109 Est. Cost $79.38 Unrealized +134.4%
XBI SPDR S&P BIOTECH ETF (MKT) 0.0%
Value ($000) $589 Shares 5,963 Est. Cost $75.49 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 0.0%
Value ($000) $573 Shares 7,093 Est. Cost $79.52 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $571 Shares 2,165 Est. Cost $147.10 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $563 Shares 2,002 Est. Cost $90.19 Unrealized +208.9%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $541 Shares 1,044 Est. Cost $471.23 Unrealized +16.4%
GPC GENUINE PARTS CO 0.0%
Value ($000) $540 Shares 3,867 Est. Cost $114.98 Unrealized +15.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $532 Shares 10,429 Est. Cost $30.69 Unrealized +48.4%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $531 Shares 2,135 Est. Cost $126.96 Unrealized +83.5%
INTU INTUIT 0.0%
Value ($000) $519 Shares 835 Est. Cost $244.49 Unrealized +158.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $507 Shares 2,294 Est. Cost $117.87 Unrealized +60.3%
AMGN AMGEN INC 0.0%
Value ($000) $485 Shares 1,505 Est. Cost $243.07 Unrealized +28.8%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $469 Shares 3,721 Est. Cost $112.21 Unrealized +5.9%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $465 Shares 3,409 Est. Cost $104.42 Unrealized +15.4%
CB CHUBB LIMITED 0.0%
Value ($000) $464 Shares 1,608 Est. Cost $199.71 Unrealized +35.6%
MMM 3M CO 0.0%
Value ($000) $461 Shares 3,369 Est. Cost $102.56 Unrealized +16.2%
ACN ACCENTURE PLC 0.0%
Value ($000) $440 Shares 1,245 Est. Cost $284.04 Unrealized +13.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $437 Shares 3,000 Est. Cost $135.85 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $436 Shares 4,183 Est. Cost $68.01 Unrealized +42.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $434 Shares 5,885 Est. Cost $63.65 Unrealized +5.5%
META META PLATFORMS INC 0.0%
Value ($000) $430 Shares 752 Est. Cost $351.21 Unrealized +45.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $422 Shares 4,330 Est. Cost $65.45 Unrealized +26.6%
NPO ENPRO INC 0.0%
Value ($000) $422 Shares 2,601 Est. Cost $57.38 Unrealized +171.3%
INTC INTEL CORP 0.0%
Value ($000) $419 Shares 17,854 Est. Cost $34.38 Unrealized -27.6%
VTV VANGUARD VALUE INDEX FUND ETF 0.0%
Value ($000) $412 Shares 2,359 Est. Cost $126.76 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $412 Shares 1,708 Est. Cost $158.00 Unrealized +44.1%
MP MP MATERIALS CORP 0.0%
Value ($000) $410 Shares 23,207 Est. Cost $26.71 Unrealized -49.1%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $403 Shares 1,355 Est. Cost $124.55 Unrealized +111.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $403 Shares 1,949 Est. Cost $106.48 Unrealized +81.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $401 Shares 3,667 Est. Cost $71.48 Unrealized +47.0%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $398 Shares 1,111 Est. Cost $203.30 Unrealized +66.2%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $393 Shares 16,396 Est. Cost $13.48 Unrealized +74.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $387 Shares 7,488 Est. Cost $46.72 Unrealized -6.6%
HRMY HARMONY BIOSCIENCES HLDGS INC 0.0%
Value ($000) $387 Shares 9,675 Est. Cost $33.33 Unrealized +5.4%
RSPT INVESCO S&P500 EQUAL WEIGHT TECH 0.0%
Value ($000) $377 Shares 10,000 Est. Cost $32.64 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $373 Shares 4,457 Est. Cost $49.06 Unrealized +60.7%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $366 Shares 2,713 Est. Cost $78.90 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $361 Shares 4,306 Est. Cost $54.87 Unrealized +33.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $356 Shares 7,927 Est. Cost $32.56 Unrealized +17.9%
HPQ HP INC 0.0%
Value ($000) $353 Shares 9,841 Est. Cost $13.79 Unrealized +141.1%
WFC WELLS FARGO & CO 0.0%
Value ($000) $352 Shares 6,228 Est. Cost $48.04 Unrealized +14.2%
ADSK AUTODESK INC 0.0%
Value ($000) $350 Shares 1,271 Est. Cost $150.14 Unrealized +67.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $343 Shares 3,261 Est. Cost $92.40 Unrealized +13.7%
SYY SYSCO CORP 0.0%
Value ($000) $342 Shares 4,384 Est. Cost $45.03 Unrealized +60.2%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $337 Shares 1,440 Est. Cost $123.76 Unrealized +74.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $334 Shares 3,215 Est. Cost $69.79 Unrealized +41.7%
TGT TARGET CORP 0.0%
Value ($000) $327 Shares 2,100 Est. Cost $120.70 Unrealized +16.8%
CMCSA COMCAST CORP 0.0%
Value ($000) $325 Shares 7,790 Est. Cost $40.52 Unrealized -6.8%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $320 Shares 3,778 Est. Cost $110.74 Unrealized -4.2%
BA BOEING CO 0.0%
Value ($000) $317 Shares 2,088 Est. Cost $292.28 Unrealized -41.3%
HUM HUMANA INC 0.0%
Value ($000) $313 Shares 987 Est. Cost $88.83 Unrealized +292.8%
ARCADIUM LITHIUM PLC 0.0%
Value ($000) $302 Shares 105,895 Est. Cost $4.31 Unrealized
RPV INVESCO S&P 500 PURE VAL ETF 0.0%
Value ($000) $301 Shares 3,384 Est. Cost $85.65 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $300 Shares 1,263 Est. Cost $142.94 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $296 Shares 620 Est. Cost $407.45 Unrealized +9.9%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $295 Shares 9,000 Est. Cost $27.32 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $295 Shares 7,761 Est. Cost $35.59 Unrealized +0.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $294 Shares 1,791 Est. Cost $121.57 Unrealized +25.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $287 Shares 2,142 Est. Cost $56.25 Unrealized +116.7%
AFL AFLAC INC 0.0%
Value ($000) $287 Shares 2,564 Est. Cost $50.12 Unrealized +97.0%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $285 Shares 1,864 Est. Cost $44.26 Unrealized +202.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $281 Shares 2,400 Est. Cost $72.47 Unrealized +56.3%
DFAT U S TARGET VALUE ETF 0.0%
Value ($000) $278 Shares 4,999 Est. Cost $43.56 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $268 Shares 3,172 Est. Cost $76.50 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value ($000) $268 Shares 5,602 Est. Cost $40.82 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE 0.0%
Value ($000) $267 Shares 6,412 Est. Cost $32.80 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $267 Shares 2,319 Est. Cost $84.00 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $264 Shares 1,316 Est. Cost $197.11 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $263 Shares 3,430 Est. Cost $76.64 Unrealized
CSX CSX CORP 0.0%
Value ($000) $257 Shares 7,446 Est. Cost $24.71 Unrealized +34.4%
MTG MGIC INVT COR WIS SR GLBL 0.0%
Value ($000) $256 Shares 10,000 Est. Cost $10.89 Unrealized +121.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $255 Shares 989 Est. Cost $241.24 Unrealized -0.4%
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $254 Shares 2,355 Est. Cost $67.09 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $251 Shares 5,022 Est. Cost $19.83 Unrealized +123.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $250 Shares 1,522 Est. Cost $79.27 Unrealized +83.5%
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $250 Shares 1,496 Est. Cost $151.32 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $249 Shares 977 Est. Cost $198.66 Unrealized +21.3%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $248 Shares 3,937 Est. Cost $64.29 Unrealized -14.1%
AMPH AMPHASTAR PHARMACEUTICALS INC 0.0%
Value ($000) $244 Shares 5,023 Est. Cost $41.44 Unrealized +5.9%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $240 Shares 1,195 Est. Cost $71.10 Unrealized +178.5%
CPAY CORPAY INC 0.0%
Value ($000) $239 Shares 765 Est. Cost $283.88 Unrealized +3.5%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $238 Shares 9,175 Est. Cost $20.88 Unrealized +19.0%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $234 Shares 1,733 Est. Cost $84.52 Unrealized +62.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $231 Shares 3,500 Est. Cost $62.67 Unrealized +15.9%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $222 Shares 1,834 Est. Cost $66.07 Unrealized +67.3%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $219 Shares 1,106 Est. Cost $103.08 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $218 Shares 1,660 Est. Cost $104.78 Unrealized +22.5%
XLY CONSUMER DISCRET SELECT SECTOR 0.0%
Value ($000) $218 Shares 1,088 Est. Cost $164.27 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $216 Shares 4,854 Est. Cost $41.09 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $210 Shares 3,355 Est. Cost $50.41 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.0%
Value ($000) $206 Shares 5,070 Est. Cost $38.38 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $205 Shares 18,956 Est. Cost $9.59 Unrealized
T AT&T INC 0.0%
Value ($000) $205 Shares 9,332 Est. Cost $15.64 Unrealized +20.0%
JBL JABIL CIRCUIT INC 0.0%
Value ($000) $203 Shares 1,695 Est. Cost $120.79 Unrealized -10.3%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $202 Shares 1,422 Est. Cost $78.72 Unrealized +70.5%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $200 Shares 2,077 Est. Cost $76.01 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $200 Shares 28,090 Est. Cost $6.55 Unrealized
DFAS U S SM CAP ETF 0.0%
Value ($000) $199 Shares 3,071 Est. Cost $47.87 Unrealized
PRFZ IVESCO FTSE RAFI US 1500 0.0%
Value ($000) $199 Shares 4,791 Est. Cost $39.05 Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X 0.0%
Value ($000) $197 Shares 1,520 Est. Cost $129.79 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $193 Shares 1,642 Est. Cost $115.98 Unrealized
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $190 Shares 2,878 Est. Cost $61.77 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $189 Shares 920 Est. Cost $182.09 Unrealized +4.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $186 Shares 376 Est. Cost $318.62 Unrealized +49.1%
C CITIGROUP INC 0.0%
Value ($000) $184 Shares 2,944 Est. Cost $49.79 Unrealized +19.3%
NKE NIKE INC 0.0%
Value ($000) $183 Shares 2,066 Est. Cost $76.37 Unrealized -0.5%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $179 Shares 1,207 Est. Cost $114.39 Unrealized +18.5%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $176 Shares 338 Est. Cost $466.96 Unrealized +11.5%
FV FIRST TRUST DORSEY WRIGHT FOCUS 0.0%
Value ($000) $175 Shares 3,000 Est. Cost $49.93 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $171 Shares 772 Est. Cost $199.19 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $170 Shares 1,283 Est. Cost $132.25 Unrealized
MGC VANGUARD MEGA CAP INDEX FUND ETF 0.0%
Value ($000) $169 Shares 817 Est. Cost $92.67 Unrealized
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $165 Shares 1,270 Est. Cost $162.01 Unrealized -12.1%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $165 Shares 390 Est. Cost $251.28 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $163 Shares 7,978 Est. Cost $7.95 Unrealized +131.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $161 Shares 1,150 Est. Cost $57.48 Unrealized
UCB UNITED COMMUNITY BANKS INC 0.0%
Value ($000) $161 Shares 5,544 Est. Cost $24.82 Unrealized +15.7%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $160 Shares 3,139 Est. Cost $51.12 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $160 Shares 671 Est. Cost $191.12 Unrealized +17.5%
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $159 Shares 2,000 Est. Cost $56.73 Unrealized +37.1%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $154 Shares 1,818 Est. Cost $119.39 Unrealized -9.7%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $154 Shares 1,248 Est. Cost $122.96 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $151 Shares 533 Est. Cost $175.49 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $151 Shares 638 Est. Cost $176.02 Unrealized +34.1%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $150 Shares 840 Est. Cost $108.33 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $149 Shares 1,534 Est. Cost $80.10 Unrealized
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value ($000) $149 Shares 1,635 Est. Cost $77.06 Unrealized
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $148 Shares 6,067 Est. Cost $21.32 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $146 Shares 2,259 Est. Cost $54.47 Unrealized +18.5%
DHR DANAHER CORP 0.0%
Value ($000) $145 Shares 523 Est. Cost $216.79 Unrealized +21.1%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $145 Shares 500 Est. Cost $279.65 Unrealized -0.3%
PRA PROASSURANCE CORP 0.0%
Value ($000) $143 Shares 9,504 Est. Cost $43.27 Unrealized -70.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $142 Shares 1,766 Est. Cost $29.85 Unrealized +129.5%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $139 Shares 424 Est. Cost $117.53 Unrealized +151.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $139 Shares 402 Est. Cost $288.86 Unrealized +12.3%
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $138 Shares 600 Est. Cost $175.61 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $137 Shares 1,000 Est. Cost $100.33 Unrealized +26.8%
FE FIRSTENERGY CORP 0.0%
Value ($000) $134 Shares 3,027 Est. Cost $33.08 Unrealized +20.4%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $133 Shares 526 Est. Cost $107.56 Unrealized +99.1%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $131 Shares 711 Est. Cost $99.86 Unrealized +67.7%
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $130 Shares 1,563 Est. Cost $68.03 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $128 Shares 659 Est. Cost $204.43 Unrealized +2.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $127 Shares 1,220 Est. Cost $57.15 Unrealized +65.2%
BP BP PLC 0.0%
Value ($000) $126 Shares 4,020 Est. Cost $33.95 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $125 Shares 608 Est. Cost $142.31 Unrealized +31.7%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $122 Shares 1,425 Est. Cost $77.73 Unrealized +4.8%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $120 Shares 190 Est. Cost $483.24 Unrealized +16.0%
GWW GRAINGER WW INC 0.0%
Value ($000) $118 Shares 114 Est. Cost $939.21 Unrealized +1.9%
FDX FEDEX CORP 0.0%
Value ($000) $118 Shares 432 Est. Cost $158.62 Unrealized +77.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $117 Shares 618 Est. Cost $110.44 Unrealized +56.5%
VXUS VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $114 Shares 1,754 Est. Cost $64.74 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $112 Shares 1,840 Est. Cost $37.51 Unrealized +45.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $110 Shares 1,146 Est. Cost $54.44 Unrealized +55.4%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $109 Shares 1,005 Est. Cost $91.50 Unrealized +7.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $107 Shares 2,646 Est. Cost $23.73 Unrealized +49.7%
IYJ ISHARES US INDUSTRIALS (MKT) 0.0%
Value ($000) $107 Shares 799 Est. Cost $133.16 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $107 Shares 434 Est. Cost $260.70 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $106 Shares 706 Est. Cost $59.84 Unrealized +145.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $106 Shares 236 Est. Cost $239.65 Unrealized +71.4%
DFUS DIMENSIONAL U.S. EQUITY MARKET 0.0%
Value ($000) $106 Shares 1,705 Est. Cost $40.47 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $106 Shares 1,495 Est. Cost $19.64 Unrealized +220.9%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $106 Shares 354 Est. Cost $264.40 Unrealized -0.2%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $104 Shares 3,526 Est. Cost $40.23 Unrealized -33.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $103 Shares 195 Est. Cost $317.56 Unrealized +50.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $103 Shares 1,143 Est. Cost $84.72 Unrealized -4.6%
GLW CORNING INC 0.0%
Value ($000) $103 Shares 2,279 Est. Cost $35.47 Unrealized +15.2%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $102 Shares 945 Est. Cost $102.24 Unrealized
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $101 Shares 1,440 Est. Cost $68.24 Unrealized 0.0%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $101 Shares 2,052 Est. Cost $43.84 Unrealized 0.0%
SNA SNAP-ON INC 0.0%
Value ($000) $101 Shares 350 Est. Cost $265.72 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $101 Shares 2,900 Est. Cost $31.14 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $99 Shares 1,127 Est. Cost $77.92 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $98 Shares 552 Est. Cost $95.18 Unrealized +110.5%
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $98 Shares 2,167 Est. Cost $40.03 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $98 Shares 185 Est. Cost $408.93 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $97 Shares 137 Est. Cost $39.14 Unrealized +70.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $96 Shares 185 Est. Cost $426.38 Unrealized +14.9%
NVO NOVO NORDISK A S 0.0%
Value ($000) $94 Shares 792 Est. Cost $135.84 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $94 Shares 1,174 Est. Cost $73.04 Unrealized +8.4%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $93 Shares 3,200 Est. Cost $26.35 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $93 Shares 1,292 Est. Cost $43.80 Unrealized +45.8%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $93 Shares 705 Est. Cost $25.69 Unrealized +120.4%
CWB SPDR BARCLAYS CONVERTIBLE SECS 0.0%
Value ($000) $92 Shares 1,196 Est. Cost $76.59 Unrealized
FISV FISERV INC 0.0%
Value ($000) $91 Shares 507 Est. Cost $155.60 Unrealized +6.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $91 Shares 390 Est. Cost $195.08 Unrealized +8.1%
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $91 Shares 1,568 Est. Cost $47.19 Unrealized
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $91 Shares 10,000 Est. Cost $8.20 Unrealized +8.7%
YUM YUM! BRANDS INC 0.0%
Value ($000) $90 Shares 647 Est. Cost $67.27 Unrealized +92.3%
FTLS FIRST TRUST LONG/SHORT EQUITY 0.0%
Value ($000) $89 Shares 1,400 Est. Cost $55.09 Unrealized
MET METLIFE INC 0.0%
Value ($000) $87 Shares 1,058 Est. Cost $47.13 Unrealized +52.5%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $87 Shares 1,752 Est. Cost $38.94 Unrealized
PPL PPL CORP 0.0%
Value ($000) $87 Shares 2,616 Est. Cost $23.26 Unrealized +25.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $86 Shares 252 Est. Cost $95.89 Unrealized +75.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $85 Shares 105 Est. Cost $661.10 Unrealized +7.5%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $85 Shares 2,672 Est. Cost $35.69 Unrealized -15.5%
CLX CLOROX CO 0.0%
Value ($000) $84 Shares 515 Est. Cost $96.91 Unrealized +45.7%
AX AXOS FINL INC 0.0%
Value ($000) $82 Shares 1,305 Est. Cost $34.92 Unrealized +88.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $82 Shares 211 Est. Cost $109.41 Unrealized +213.6%
PTLC PACER TRENDPOLOT US LG CAP ETF 0.0%
Value ($000) $82 Shares 1,560 Est. Cost $42.78 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $81 Shares 1,410 Est. Cost $55.78 Unrealized -8.3%
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $81 Shares 845 Est. Cost $61.43 Unrealized +38.6%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $81 Shares 1,038 Est. Cost $67.27 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $81 Shares 638 Est. Cost $108.67 Unrealized +8.6%
DOV DOVER CORP 0.0%
Value ($000) $80 Shares 415 Est. Cost $81.00 Unrealized +121.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $80 Shares 1,896 Est. Cost $41.44 Unrealized +3.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $78 Shares 880 Est. Cost $25.98 Unrealized +26.9%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $78 Shares 448 Est. Cost $162.47 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $78 Shares 167 Est. Cost $440.98 Unrealized +8.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $77 Shares 203 Est. Cost $221.61 Unrealized +55.6%
FAST FASTENAL CO 0.0%
Value ($000) $75 Shares 1,053 Est. Cost $14.22 Unrealized +131.6%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $72 Shares 8,852 Est. Cost $20.13 Unrealized -67.3%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $72 Shares 1,412 Est. Cost $34.43 Unrealized +24.5%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $72 Shares 267 Est. Cost $249.20 Unrealized +4.1%
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $71 Shares 2,126 Est. Cost $37.15 Unrealized
RH RH COM 0.0%
Value ($000) $70 Shares 210 Est. Cost $30.92 Unrealized +790.4%
CTVA CORTEVA INC 0.0%
Value ($000) $69 Shares 1,178 Est. Cost $37.92 Unrealized +41.9%
FVD FIRST TRUST VALUE LINE DIVIDEND 0.0%
Value ($000) $68 Shares 1,500 Est. Cost $40.33 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $67 Shares 1,476 Est. Cost $33.94 Unrealized +21.1%
OKE ONEOK INC 0.0%
Value ($000) $67 Shares 740 Est. Cost $41.35 Unrealized +97.1%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $65 Shares 612 Est. Cost $88.83 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $65 Shares 508 Est. Cost $66.60 Unrealized +72.4%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $65 Shares 412 Est. Cost $53.15 Unrealized +189.9%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $64 Shares 829 Est. Cost $34.39 Unrealized +100.5%
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $64 Shares 774 Est. Cost $52.85 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $64 Shares 781 Est. Cost $44.04 Unrealized +62.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $60 Shares 492 Est. Cost $121.50 Unrealized -0.9%
VTRS VIATRIS INC 0.0%
Value ($000) $58 Shares 4,970 Est. Cost $13.13 Unrealized -17.6%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $56 Shares 775 Est. Cost $70.16 Unrealized +3.8%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $54 Shares 526 Est. Cost $66.75 Unrealized +39.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $53 Shares 1,501 Est. Cost $34.50 Unrealized -7.8%
CRM SALESFORCE 0.0%
Value ($000) $52 Shares 191 Est. Cost $227.50 Unrealized +11.6%
DHI D R HORTON INC 0.0%
Value ($000) $52 Shares 273 Est. Cost $124.98 Unrealized +38.6%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $52 Shares 1,400 Est. Cost $9.50 Unrealized +223.1%
PHIN PHINIA INC 0.0%
Value ($000) $51 Shares 1,107 Est. Cost $27.82 Unrealized +57.1%
SPSB SPDR PORTFOLIO SHORT TERM 0.0%
Value ($000) $51 Shares 1,680 Est. Cost $29.38 Unrealized
IGSB ISHARES SHORT-TERM CORPORATE 0.0%
Value ($000) $51 Shares 960 Est. Cost $91.86 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION 0.0%
Value ($000) $50 Shares 850 Est. Cost $39.41 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $50 Shares 1,022 Est. Cost $37.01 Unrealized +16.9%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $50 Shares 358 Est. Cost $132.16 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $50 Shares 672 Est. Cost $42.57 Unrealized +54.2%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $49 Shares 1,013 Est. Cost $51.87 Unrealized -11.0%
SHM SPDR NUVEEN BARCLAYS SHORT TERM 0.0%
Value ($000) $48 Shares 1,004 Est. Cost $49.62 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $48 Shares 263 Est. Cost $91.25 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $46 Shares 206 Est. Cost $199.50 Unrealized +8.4%
VFC V F CORP 0.0%
Value ($000) $46 Shares 2,290 Est. Cost $32.87 Unrealized -49.1%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $46 Shares 253 Est. Cost $71.33 Unrealized +152.1%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $45 Shares 105 Est. Cost $260.07 Unrealized +63.4%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $45 Shares 179 Est. Cost $49.31 Unrealized +356.7%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $45 Shares 250 Est. Cost $113.79 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $45 Shares 461 Est. Cost $82.94 Unrealized +7.3%
IFF INTERNATIONAL FLAVORS & 0.0%
Value ($000) $44 Shares 418 Est. Cost $96.58 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $44 Shares 400 Est. Cost $71.80 Unrealized +37.8%
ALC ALCON INC 0.0%
Value ($000) $44 Shares 436 Est. Cost $63.02 Unrealized +48.7%
IXUS ISHARES CORE MSCI TOTAL INTL 0.0%
Value ($000) $44 Shares 600 Est. Cost $67.56 Unrealized
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $43 Shares 306 Est. Cost $75.16 Unrealized
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $43 Shares 748 Est. Cost $46.41 Unrealized +12.6%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $43 Shares 427 Est. Cost $97.01 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $43 Shares 308 Est. Cost $166.44 Unrealized
UNILEVER PLC 0.0%
Value ($000) $43 Shares 664 Est. Cost $54.76 Unrealized
MTB M & T BANK CORP 0.0%
Value ($000) $43 Shares 240 Est. Cost $139.62 Unrealized +14.0%
PBE INVESCO DYNAMIC BIOTECH & 0.0%
Value ($000) $43 Shares 611 Est. Cost $57.28 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $42 Shares 603 Est. Cost $60.70 Unrealized -0.9%
SCCO SOUTHERN COPPER CORP DE 0.0%
Value ($000) $42 Shares 361 Est. Cost $96.16 Unrealized 0.0%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $41 Shares 283 Est. Cost $137.26 Unrealized -0.0%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $41 Shares 288 Est. Cost $163.62 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $41 Shares 217 Est. Cost $67.21 Unrealized +149.8%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $41 Shares 378 Est. Cost $106.95 Unrealized +0.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $40 Shares 1,832 Est. Cost $12.55 Unrealized +58.2%
RGA REINSURANCE GROUP AMERICA INC 0.0%
Value ($000) $40 Shares 185 Est. Cost $199.76 Unrealized +6.4%
EFA ISHARES MSCI EAFE (MKT) 0.0%
Value ($000) $40 Shares 481 Est. Cost $70.57 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY 0.0%
Value ($000) $40 Shares 500 Est. Cost $44.00 Unrealized
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $40 Shares 249 Est. Cost $95.15 Unrealized +59.4%
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $40 Shares 393 Est. Cost $102.05 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $39 Shares 44 Est. Cost $117.86 Unrealized +39.5%
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $39 Shares 400 Est. Cost $71.25 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $39 Shares 1,468 Est. Cost $28.41 Unrealized
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $38 Shares 700 Est. Cost $61.39 Unrealized 0.0%
KELLANOVA 0.0%
Value ($000) $38 Shares 473 Est. Cost $53.51 Unrealized +27.8%
DSTL DISTILLATE US FDMTL STBLTY & VAL 0.0%
Value ($000) $38 Shares 672 Est. Cost $49.37 Unrealized
RSPM INVESCO S&P 500 EQ WEIGHTS 0.0%
Value ($000) $38 Shares 1,020 Est. Cost $40.39 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $37 Shares 250 Est. Cost $256.54 Unrealized -44.1%
SOUTH ST CORP 0.0%
Value ($000) $37 Shares 378 Est. Cost $65.80 Unrealized
ULTA ULTA SALON COSMETICS & FRAG INC 0.0%
Value ($000) $37 Shares 94 Est. Cost $406.48 Unrealized -7.7%
CDW CDW CORP 0.0%
Value ($000) $36 Shares 160 Est. Cost $206.08 Unrealized +5.6%
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $36 Shares 319 Est. Cost $116.29 Unrealized
MBB ISHARES MBS (MKT) 0.0%
Value ($000) $36 Shares 375 Est. Cost $105.11 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $35 Shares 200 Est. Cost $77.05 Unrealized +106.7%
SILA SILA REALTY TRUST 0.0%
Value ($000) $35 Shares 1,397 Est. Cost $25.29 Unrealized
HANCOCK JOHN TAX-ADV DIV INCM 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $20.40 Unrealized
XLRE THE REAL ESTATE SLECT SECTOR 0.0%
Value ($000) $35 Shares 779 Est. Cost $38.41 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $35 Shares 30 Est. Cost $64.82 Unrealized +13.3%
EZM WISDOMTREE U.S. MIDCAP EARNINGS 0.0%
Value ($000) $35 Shares 554 Est. Cost $55.96 Unrealized
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $34 Shares 330 Est. Cost $60.43 Unrealized +53.9%
FTNT FORTINET INC 0.0%
Value ($000) $34 Shares 437 Est. Cost $62.18 Unrealized +9.9%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $34 Shares 257 Est. Cost $102.97 Unrealized +15.6%
KVUE KENVUE INC 0.0%
Value ($000) $34 Shares 1,453 Est. Cost $18.84 Unrealized +4.2%
HAS HASBRO INC 0.0%
Value ($000) $33 Shares 461 Est. Cost $68.79 Unrealized -10.8%
DOW DOW INC COM 0.0%
Value ($000) $33 Shares 610 Est. Cost $36.73 Unrealized +30.5%
MCO MOODYS CORP 0.0%
Value ($000) $33 Shares 70 Est. Cost $219.13 Unrealized +109.3%
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $33 Shares 360 Est. Cost $48.38 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $32 Shares 467 Est. Cost $47.31 Unrealized +27.5%
TXT TEXTRON INC 0.0%
Value ($000) $32 Shares 358 Est. Cost $88.86 Unrealized -0.8%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $31 Shares 67 Est. Cost $426.54 Unrealized 0.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $31 Shares 1,062 Est. Cost $18.29 Unrealized +46.9%
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $31 Shares 420 Est. Cost $73.81 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $31 Shares 228 Est. Cost $22.54 Unrealized +494.4%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $29 Shares 640 Est. Cost $48.20 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $29 Shares 245 Est. Cost $90.39 Unrealized +12.8%
BBY BEST BUY INC 0.0%
Value ($000) $29 Shares 277 Est. Cost $73.50 Unrealized +14.1%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $28 Shares 240 Est. Cost $32.38 Unrealized +230.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $28 Shares 100 Est. Cost $284.07 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $28 Shares 385 Est. Cost $69.56 Unrealized +1.0%
RAIL FREIGHTCAR AMER INC 0.0%
Value ($000) $28 Shares 2,573 Est. Cost $6.08 Unrealized -4.1%
LEN LENNAR CORP 0.0%
Value ($000) $27 Shares 143 Est. Cost $164.24 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $27 Shares 103 Est. Cost $84.72 Unrealized +132.7%
BWA BORGWARNER INC 0.0%
Value ($000) $26 Shares 728 Est. Cost $29.85 Unrealized +8.2%
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $26 Shares 400 Est. Cost $55.00 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $26 Shares 300 Est. Cost $79.09 Unrealized +2.7%
WAB WABTEC 0.0%
Value ($000) $25 Shares 140 Est. Cost $77.08 Unrealized +111.4%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.0%
Value ($000) $25 Shares 304 Est. Cost $79.35 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $25 Shares 740 Est. Cost $29.43 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $25 Shares 1,700 Est. Cost $9.47 Unrealized +41.7%
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $25 Shares 300 Est. Cost $85.36 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $25 Shares 500 Est. Cost $58.52 Unrealized -3.8%
DXD PROSHARES ULTRASHORT DOW30 0.0%
Value ($000) $25 Shares 900 Est. Cost $52.22 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $24 Shares 120 Est. Cost $200.78 Unrealized
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 203 Est. Cost $29.76 Unrealized +282.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $24 Shares 400 Est. Cost $37.61 Unrealized +53.8%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $24 Shares 236 Est. Cost $177.99 Unrealized -48.2%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $23 Shares 109 Est. Cost $151.36 Unrealized +35.1%
HESS CORP 0.0%
Value ($000) $23 Shares 171 Est. Cost $77.37 Unrealized
RBA RB GLOBAL INC 0.0%
Value ($000) $23 Shares 288 Est. Cost $59.12 Unrealized +37.3%
EXC EXELON CORP 0.0%
Value ($000) $23 Shares 568 Est. Cost $32.38 Unrealized +10.4%
BXP BXP, INC. 0.0%
Value ($000) $22 Shares 273 Est. Cost $66.51 Unrealized 0.0%
ELF ELF BEAUTY INC COM 0.0%
Value ($000) $22 Shares 201 Est. Cost $156.88 Unrealized 0.0%
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value ($000) $22 Shares 378 Est. Cost $52.48 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $22 Shares 40 Est. Cost $536.17 Unrealized 0.0%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $21 Shares 426 Est. Cost $56.10 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $21 Shares 89 Est. Cost $257.91 Unrealized -16.4%
BN BROOKFIELD CORP 0.0%
Value ($000) $21 Shares 394 Est. Cost $22.21 Unrealized +40.9%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $20 Shares 253 Est. Cost $46.57 Unrealized +53.0%
UGA UNITED STATES GASOLINE 0.0%
Value ($000) $20 Shares 340 Est. Cost $58.43 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $19 Shares 128 Est. Cost $126.69 Unrealized +10.4%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $19 Shares 601 Est. Cost $20.33 Unrealized +52.6%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $19 Shares 300 Est. Cost $54.59 Unrealized +8.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $19 Shares 85 Est. Cost $93.67 Unrealized +131.6%
WDAY WORKDAY INC 0.0%
Value ($000) $19 Shares 77 Est. Cost $198.58 Unrealized +18.9%
RMD RESMED INC 0.0%
Value ($000) $18 Shares 75 Est. Cost $252.36 Unrealized -12.5%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 0.0%
Value ($000) $18 Shares 488 Est. Cost $35.03 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $18 Shares 351 Est. Cost $18.83 Unrealized +194.2%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $18 Shares 315 Est. Cost $48.87 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $18 Shares 300 Est. Cost $42.19 Unrealized +37.9%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $18 Shares 228 Est. Cost $87.50 Unrealized -23.7%
BUZZ VANECK VECTORS SOCIAL SENTIMENT 0.0%
Value ($000) $18 Shares 824 Est. Cost $24.27 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $18 Shares 3,000 Est. Cost $17.95 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $17 Shares 130 Est. Cost $122.00 Unrealized 0.0%
PZA INVESCO NATIONAL AMT FREE MUNI 0.0%
Value ($000) $17 Shares 700 Est. Cost $26.46 Unrealized
ANSYS INC 0.0%
Value ($000) $17 Shares 53 Est. Cost $318.60 Unrealized
TTD THE TRADE DESK INC COM 0.0%
Value ($000) $16 Shares 150 Est. Cost $90.22 Unrealized +10.6%
TEL TE CONNECTIVITY PLC ORD 0.0%
Value ($000) $16 Shares 108 Est. Cost $146.90 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $16 Shares 117 Est. Cost $124.46 Unrealized 0.0%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $16 Shares 280 Est. Cost $44.97 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TR 0.0%
Value ($000) $16 Shares 699 Est. Cost $22.39 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $15 Shares 128 Est. Cost $115.74 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $15 Shares 70 Est. Cost $204.14 Unrealized
LEXX LEXARIA BIOSCIENCE CORP 0.0%
Value ($000) $15 Shares 5,000 Est. Cost $2.55 Unrealized +24.7%
IWV ISHARES RUSSELL 3000 (MKT) 0.0%
Value ($000) $14 Shares 44 Est. Cost $300.09 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $14 Shares 217 Est. Cost $50.14 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP 0.0%
Value ($000) $14 Shares 250 Est. Cost $51.33 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $14 Shares 139 Est. Cost $32.71 Unrealized +183.8%
APH AMPHENOL CORP 0.0%
Value ($000) $13 Shares 204 Est. Cost $49.50 Unrealized +29.4%
SYF SYNCHRONY FINL 0.0%
Value ($000) $13 Shares 264 Est. Cost $39.44 Unrealized +19.7%
AEVA AEVA TECHNOLOGIES INC 0.0%
Value ($000) $13 Shares 4,000 Est. Cost $4.84 Unrealized -38.1%
GBTC GRAYSCALE BITCOIN TRUST BTC 0.0%
Value ($000) $13 Shares 259 Est. Cost $63.17 Unrealized
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $13 Shares 414 Est. Cost $29.53 Unrealized -2.4%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $13 Shares 83 Est. Cost $59.42 Unrealized +145.4%
DFAX DIMENSIONAL WORLD EX US CORE EQ 0.0%
Value ($000) $13 Shares 474 Est. Cost $25.75 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC 0.0%
Value ($000) $13 Shares 1,253 Est. Cost $10.18 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $158.10 Unrealized +21.2%
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $13 Shares 3 Est. Cost $3794.03 Unrealized 0.0%
SONY SONY CORP 0.0%
Value ($000) $13 Shares 130 Est. Cost $96.58 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $13 Shares 320 Est. Cost $44.56 Unrealized -5.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $12 Shares 6 Est. Cost $1572.34 Unrealized +19.7%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $12 Shares 500 Est. Cost $11.62 Unrealized +87.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 21 Est. Cost $371.72 Unrealized +46.5%
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $12 Shares 172 Est. Cost $63.76 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $12 Shares 86 Est. Cost $131.61 Unrealized 0.0%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $12 Shares 212 Est. Cost $28.21 Unrealized +74.3%
SPTM SPDR PORT S&P 1500 COMPS 0.0%
Value ($000) $11 Shares 163 Est. Cost $67.65 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $11 Shares 173 Est. Cost $48.64 Unrealized +13.1%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $11 Shares 486 Est. Cost $20.23 Unrealized +3.5%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $11 Shares 78 Est. Cost $98.15 Unrealized
BOND PIMCO TOTAL RETURN ACTIVE (ETF) 0.0%
Value ($000) $11 Shares 111 Est. Cost $94.61 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $10 Shares 105 Est. Cost $92.59 Unrealized
RHI ROBERT HALF INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $71.24 Unrealized -11.1%
ASML ASML HOLDING NV 0.0%
Value ($000) $10 Shares 12 Est. Cost $636.63 Unrealized
VCIT VANGUARD INTERM-TM CORP BD IDX 0.0%
Value ($000) $10 Shares 116 Est. Cost $79.27 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $10 Shares 216 Est. Cost $34.64 Unrealized +31.9%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $158.08 Unrealized +36.5%
WU WESTERN UNION CO 0.0%
Value ($000) $10 Shares 800 Est. Cost $18.11 Unrealized
MAT MATTEL INC 0.0%
Value ($000) $10 Shares 500 Est. Cost $35.37 Unrealized -47.9%
RACE FERRARI N V 0.0%
Value ($000) $9 Shares 20 Est. Cost $254.02 Unrealized +76.5%
PHM PULTE GROUP INC 0.0%
Value ($000) $9 Shares 64 Est. Cost $114.66 Unrealized +9.7%
AGNC AGNC INVT CORP 0.0%
Value ($000) $9 Shares 846 Est. Cost $20.09 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $9 Shares 52 Est. Cost $96.29 Unrealized +53.3%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $9 Shares 182 Est. Cost $46.74 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $8 Shares 75 Est. Cost $79.05 Unrealized +32.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $8 Shares 17 Est. Cost $243.83 Unrealized +90.9%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $8 Shares 257 Est. Cost $28.49 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $8 Shares 79 Est. Cost $71.29 Unrealized +28.1%
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $8 Shares 179 Est. Cost $114.30 Unrealized -65.2%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $8 Shares 585 Est. Cost $34.41 Unrealized -63.7%
RIO RIO TINTO PLC 0.0%
Value ($000) $8 Shares 110 Est. Cost $71.17 Unrealized
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $8 Shares 1,020 Est. Cost $10.33 Unrealized -26.4%
IT GARTNER INC 0.0%
Value ($000) $8 Shares 15 Est. Cost $322.72 Unrealized +49.0%
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $8 Shares 228 Est. Cost $22.26 Unrealized +34.6%
ACA ARCOSA INC 0.0%
Value ($000) $8 Shares 80 Est. Cost $53.51 Unrealized +62.6%
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $8 Shares 300 Est. Cost $29.28 Unrealized
VGK VANGUARD EUROPEAN STOCK INDEX 0.0%
Value ($000) $8 Shares 106 Est. Cost $67.34 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $7 Shares 126 Est. Cost $45.29 Unrealized +19.6%
SPDW SPDR PORTFOLIO DEVLPD WORLD EX 0.0%
Value ($000) $7 Shares 192 Est. Cost $34.01 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $7 Shares 110 Est. Cost $57.43 Unrealized +11.3%
AMLP ALERIAN MLP 0.0%
Value ($000) $7 Shares 150 Est. Cost $23.08 Unrealized
TECH BIO TECHNE CORP 0.0%
Value ($000) $7 Shares 88 Est. Cost $78.25 Unrealized -4.7%
VRSN VERISIGN INC 0.0%
Value ($000) $7 Shares 36 Est. Cost $114.83 Unrealized +55.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $7 Shares 64 Est. Cost $180.53 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $7 Shares 131 Est. Cost $46.78 Unrealized
SPTL SPDR PORTFOLIO LONG TERM 0.0%
Value ($000) $7 Shares 228 Est. Cost $27.86 Unrealized
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $7 Shares 142 Est. Cost $25.62 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $7 Shares 700 Est. Cost $4.47 Unrealized +100.9%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $6 Shares 205 Est. Cost $30.38 Unrealized -4.5%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 20 Est. Cost $514.77 Unrealized -34.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 132 Est. Cost $38.35 Unrealized +15.2%
SCHO SCHWAB STRATEGIC TR SHT TM US 0.0%
Value ($000) $6 Shares 131 Est. Cost $48.43 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $116.48 Unrealized +17.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $6 Shares 79 Est. Cost $77.39 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $6 Shares 265 Est. Cost $14.43 Unrealized +69.0%
UCON FIRST TRUST TCW UNCONSTRAINED 0.0%
Value ($000) $6 Shares 237 Est. Cost $24.45 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $6 Shares 157 Est. Cost $29.98 Unrealized +12.2%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $6 Shares 36 Est. Cost $152.77 Unrealized -0.1%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6 Shares 4 Est. Cost $847.24 Unrealized +36.0%
AMR ALPHA METALLURGICAL RESOUR 0.0%
Value ($000) $6 Shares 24 Est. Cost $13.54 Unrealized +1787.2%
HASI HANNON ARMSTRONG SUSTAINABLE 0.0%
Value ($000) $6 Shares 164 Est. Cost $19.17 Unrealized +54.2%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $5 Shares 76 Est. Cost $70.68 Unrealized
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $5 Shares 7 Est. Cost $775.08 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized +4.4%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.43 Unrealized -0.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $5 Shares 19 Est. Cost $373.56 Unrealized -29.0%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $56.17 Unrealized +44.0%
JNK SPDR BLOOMBERG BARCLAYS HIGH 0.0%
Value ($000) $5 Shares 52 Est. Cost $97.79 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $13.40 Unrealized +21.4%
CE CELANESE CORP 0.0%
Value ($000) $5 Shares 37 Est. Cost $127.36 Unrealized +2.2%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $5 Shares 145 Est. Cost $24.04 Unrealized +17.5%
INVH INVITATION HOMES INC 0.0%
Value ($000) $5 Shares 133 Est. Cost $29.98 Unrealized +13.0%
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $5 Shares 250 Est. Cost $12.80 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 49 Est. Cost $71.08 Unrealized +17.8%
TRN TRINITY INDUSTRIES INC 0.0%
Value ($000) $5 Shares 131 Est. Cost $22.74 Unrealized +32.8%
FUN SIX FLAGS ENTERTAINMENT CORP. 0.0%
Value ($000) $5 Shares 113 Est. Cost $45.74 Unrealized 0.0%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $5 Shares 21 Est. Cost $174.41 Unrealized +10.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $14.65 Unrealized -84.7%
BTG B2GOLD CORP 0.0%
Value ($000) $5 Shares 1,464 Est. Cost $2.73 Unrealized +2.5%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $4 Shares 2,507 Est. Cost $5.19 Unrealized
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $4 Shares 250 Est. Cost $15.38 Unrealized +11.2%
NORDSTROM INC 0.0%
Value ($000) $4 Shares 190 Est. Cost $50.56 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $4 Shares 517 Est. Cost $14.23 Unrealized -45.1%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $4 Shares 143 Est. Cost $3.02 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $4 Shares 211 Est. Cost $29.51 Unrealized -33.2%
GEN GEN DIGITAL INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $15.63 Unrealized +60.2%
CPIX CUMBERLAND PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 3,052 Est. Cost $4.88 Unrealized -71.7%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $4 Shares 169 Est. Cost $23.02 Unrealized -9.5%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $4 Shares 190 Est. Cost $29.59 Unrealized -20.6%
SCZ ISHARES MSCI EAFE SMALL-CAP 0.0%
Value ($000) $4 Shares 54 Est. Cost $63.33 Unrealized
QID PROSHARES ULTRASHORT QQQ 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.33 Unrealized
MDIV FIRST TRUST MULTI-ASSET 0.0%
Value ($000) $4 Shares 215 Est. Cost $17.10 Unrealized
FERG FERGUSON PLC 0.0%
Value ($000) $4 Shares 18 Est. Cost $197.54 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 308 Est. Cost $31.23 Unrealized -54.0%
CONTEXTLOGIC INC 0.0%
Value ($000) $3 Shares 624 Est. Cost $5.69 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $92.23 Unrealized 0.0%
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $321.41 Unrealized -1.2%
KMX CARMAX INC 0.0%
Value ($000) $3 Shares 43 Est. Cost $67.22 Unrealized +17.6%
GSK GSK PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.14 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $50.07 Unrealized -10.2%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $102.27 Unrealized +19.9%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $115.65 Unrealized +37.0%
BNDX VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $3 Shares 59 Est. Cost $48.42 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $81.27 Unrealized +189.3%
EQIX EQUINIX INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $794.65 Unrealized 0.0%
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $47.98 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $35.66 Unrealized +6.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $45.05 Unrealized +25.6%
UMH UMH PPTYS INC COM 0.0%
Value ($000) $3 Shares 130 Est. Cost $15.32 Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $15.81 Unrealized +42.2%
TIP ISHARES TIPS BOND (MKT) 0.0%
Value ($000) $2 Shares 22 Est. Cost $103.73 Unrealized
OSK OSHKOSH TRUCK CORP 0.0%
Value ($000) $2 Shares 24 Est. Cost $92.94 Unrealized +9.1%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $2 Shares 52 Est. Cost $45.88 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $57.97 Unrealized -65.7%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 77 Est. Cost $30.33 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $121.10 Unrealized 0.0%
HL HECLA MINING CO. 0.0%
Value ($000) $2 Shares 310 Est. Cost $2.94 Unrealized +97.7%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.69 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.79 Unrealized -32.2%
JAAA JANUS HENDRSON AAA CLO ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.88 Unrealized
PGX INVESCO PFD ETF 0.0%
Value ($000) $2 Shares 164 Est. Cost $11.59 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $2 Shares 118 Est. Cost $13.14 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND 0.0%
Value ($000) $2 Shares 19 Est. Cost $99.57 Unrealized
SNY SANOFI 0.0%
Value ($000) $2 Shares 30 Est. Cost $48.60 Unrealized
NGD NEW GOLD INC 0.0%
Value ($000) $2 Shares 600 Est. Cost $3.36 Unrealized -26.4%
CDE COEUR MINING INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $3.92 Unrealized +58.9%
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $2 Shares 13 Est. Cost $120.24 Unrealized 0.0%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $2 Shares 110 Est. Cost $10.74 Unrealized
ZION ZIONS BANCORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.34 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.08 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $1 Shares 75 Est. Cost $49.35 Unrealized -62.5%
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $112.65 Unrealized
GRAYSCALE BITCOIN MINI TRUST 0.0%
Value ($000) $1 Shares 259 Est. Cost $5.63 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.79 Unrealized
PCY INVESCO EMRNG MKT SVRG DEBT 0.0%
Value ($000) $1 Shares 62 Est. Cost $18.27 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $383.93 Unrealized -1.7%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.45 Unrealized 0.0%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $1 Shares 118 Est. Cost $10.02 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $1 Shares 34 Est. Cost $17.83 Unrealized +72.5%
IYW ISHARES US TECHNOLOGY (MKT) 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.43 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.34 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.90 Unrealized +87.8%
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $1 Shares 255 Est. Cost $13.14 Unrealized -70.2%
ANGL VANECK VECTORS FALLEN ANGEL 0.0%
Value ($000) $1 Shares 35 Est. Cost $27.06 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $1 Shares 24 Est. Cost $38.59 Unrealized 0.0%
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.15 Unrealized 0.0%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $67.91 Unrealized 0.0%
ARKK ARK AUTONOMOUS TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $47.53 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $94.20 Unrealized 0.0%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $1 Shares 32 Est. Cost $34.97 Unrealized -34.6%
EMBC EMBECTA CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.42 Unrealized -46.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 75 Est. Cost $58.90 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $104.76 Unrealized 0.0%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $1 Shares 359 Est. Cost $2.82 Unrealized -15.5%
NAVI NAVIENT CORP COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $15.39 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $16.44 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $102.19 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $33.29 Unrealized 0.0%
RUM RUMBLE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.89 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $18.67 Unrealized +6.2%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $0 Shares 8 Est. Cost $31.18 Unrealized +28.6%
BRCC BRC INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $4.58 Unrealized 0.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.51 Unrealized +11.0%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized +8.1%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $0 Shares 600 Est. Cost $3.91 Unrealized -89.9%
NXT NEXTRACKER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.20 Unrealized -21.7%
FBTC FIDELITY WISE ORIGIN BITCOIN ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $52.33 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $6.77 Unrealized +24.3%
BNT BROOKFIELD WEALTH SOL LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.31 Unrealized 0.0%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.96 Unrealized +1.7%
NRG NRG ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.86 Unrealized +462.9%
YETI YETI HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.31 Unrealized -11.5%
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized