Crews Bank & Trust Diversified Active

CIK: 0002052279 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 22, 2025

Total Value ($000): $586,267 (100.0% shares, 0.0% debt)

Holdings (609)

SPYM SPDR Portfolio S&P 500 Large Cap ETF 11.0%
Value ($000) $64,680 Shares 983,573 Est. Cost $68.89 Unrealized
SLQD iShares 0-5 Year Investment Grade ETF 5.5%
Value ($000) $32,027 Shares 636,973 Est. Cost $49.74 Unrealized
VYM Vanguard High Dividend Yield ETF 4.9%
Value ($000) $29,017 Shares 225,010 Est. Cost $127.61 Unrealized
VIG Vanguard Dividend Appreciation ETF 4.5%
Value ($000) $26,367 Shares 135,919 Est. Cost $195.79 Unrealized
SPSM SPDR Portfolio S&P 600 Small Cap ETF 4.3%
Value ($000) $25,179 Shares 617,736 Est. Cost $44.82 Unrealized
VUG Vanguard Growth ETF 3.4%
Value ($000) $19,921 Shares 53,721 Est. Cost $409.97 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.3%
Value ($000) $19,451 Shares 380,046 Est. Cost $54.69 Unrealized
SPIB SPDR Intermediate Term Corporate Bond ETF 3.1%
Value ($000) $18,202 Shares 547,584 Est. Cost $32.77 Unrealized
AAPL Apple Inc 2.9%
Value ($000) $17,192 Shares 77,395 Est. Cost $234.51 Unrealized -1.6%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 2.8%
Value ($000) $16,647 Shares 203,614 Est. Cost $80.30 Unrealized
EUSA iShares MSCI USA Equal Weighted ETF 2.5%
Value ($000) $14,461 Shares 154,518 Est. Cost $95.31 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 2.2%
Value ($000) $13,150 Shares 75,908 Est. Cost $175.23 Unrealized
MSFT Microsoft Corporation 2.0%
Value ($000) $11,646 Shares 31,025 Est. Cost $422.35 Unrealized -4.1%
PSK SPDR ICE Preferred Securities ETF 1.6%
Value ($000) $9,510 Shares 293,603 Est. Cost $32.98 Unrealized
BSV Vanguard Short-Term Bond ETF 1.6%
Value ($000) $9,184 Shares 117,323 Est. Cost $77.28 Unrealized
V Visa Inc 1.3%
Value ($000) $7,445 Shares 21,244 Est. Cost $298.33 Unrealized +12.7%
DGRO iShares Core Dividend Growth ETF 1.1%
Value ($000) $6,596 Shares 106,761 Est. Cost $61.38 Unrealized
XLK Technology Select Sector SPDR ETF 1.1%
Value ($000) $6,337 Shares 30,689 Est. Cost $231.67 Unrealized
VUSB Vanguard Ultra-Short Bond ETF 1.0%
Value ($000) $5,872 Shares 117,790 Est. Cost $49.62 Unrealized
SPY SPDR S&P 500 Large-Cap ETF 1.0%
Value ($000) $5,635 Shares 10,073 Est. Cost $586.08 Unrealized
VTI Vanguard Total Stock Market ETF 0.9%
Value ($000) $5,339 Shares 19,426 Est. Cost $288.25 Unrealized
QQQ Invesco QQQ Trust ETF 0.9%
Value ($000) $5,021 Shares 10,707 Est. Cost $511.23 Unrealized
LLY Eli Lilly and Co 0.8%
Value ($000) $4,942 Shares 5,984 Est. Cost $821.14 Unrealized +0.7%
IBDR iBonds December 2026 Corporate Term ETF 0.8%
Value ($000) $4,934 Shares 203,820 Est. Cost $24.08 Unrealized
iBonds December 2025 Corporate Term ETF 0.8%
Value ($000) $4,705 Shares 187,085 Est. Cost $25.05 Unrealized
AMZN Amazon Com Inc 0.7%
Value ($000) $4,288 Shares 22,540 Est. Cost $204.58 Unrealized +6.1%
IBDS iBonds December 2027 Corporate Term ETF 0.7%
Value ($000) $4,204 Shares 173,845 Est. Cost $23.97 Unrealized
GOOGL Alphabet Inc Class A 0.7%
Value ($000) $4,063 Shares 26,271 Est. Cost $174.14 Unrealized +3.8%
JPM JPMorgan Chase & Co 0.7%
Value ($000) $3,972 Shares 16,194 Est. Cost $228.03 Unrealized +10.0%
IWM iShares Russell 2000 Small-Cap ETF 0.6%
Value ($000) $3,627 Shares 18,183 Est. Cost $220.96 Unrealized
IBDT iBonds December 2028 Corporate Term ETF 0.6%
Value ($000) $3,558 Shares 140,855 Est. Cost $24.96 Unrealized
MDY SPDR S&P 400 Mid-Cap ETF 0.6%
Value ($000) $3,324 Shares 6,230 Est. Cost $569.58 Unrealized
ICE Intercontinental Exchange Inc 0.5%
Value ($000) $3,055 Shares 17,712 Est. Cost $156.24 Unrealized +3.7%
PFF iShares U.S. Preferred Stock ETF 0.5%
Value ($000) $2,983 Shares 97,085 Est. Cost $31.44 Unrealized
LQD iShares iBoxx Investment Grade Corp Bond ETF 0.5%
Value ($000) $2,952 Shares 27,156 Est. Cost $106.86 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $2,893 Shares 7,894 Est. Cost $397.26 Unrealized -4.2%
VNQ Vanguard Real Estate Index ETF 0.5%
Value ($000) $2,861 Shares 31,602 Est. Cost $89.08 Unrealized
MCD McDonald's Corporation 0.4%
Value ($000) $2,615 Shares 8,372 Est. Cost $290.22 Unrealized +0.9%
XLF Financial Select Sector SPDR ETF 0.4%
Value ($000) $2,433 Shares 48,837 Est. Cost $48.38 Unrealized
XLV Health Care Select SPDR ETF 0.4%
Value ($000) $2,335 Shares 15,994 Est. Cost $137.57 Unrealized
GOOG Alphabet Inc 0.4%
Value ($000) $2,323 Shares 14,870 Est. Cost $175.67 Unrealized +3.9%
HDV iShares Core High Dividend ETF 0.4%
Value ($000) $2,286 Shares 18,877 Est. Cost $112.73 Unrealized
VOX Vanguard Communication Services ETF 0.4%
Value ($000) $2,246 Shares 15,138 Est. Cost $154.96 Unrealized
QCOM QUALCOMM Inc 0.4%
Value ($000) $2,245 Shares 14,615 Est. Cost $159.52 Unrealized +0.1%
PFFD Global X US Preferred ETF 0.4%
Value ($000) $2,228 Shares 117,005 Est. Cost $19.51 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $2,220 Shares 13,384 Est. Cost $149.59 Unrealized +1.9%
ACIC American Coastal Ins Corp 0.4%
Value ($000) $2,188 Shares 189,075 Est. Cost $11.46 Unrealized 0.0%
ABBV AbbVie Inc 0.4%
Value ($000) $2,078 Shares 9,917 Est. Cost $177.41 Unrealized +6.8%
CVX Chevron Corporation 0.3%
Value ($000) $2,042 Shares 12,209 Est. Cost $145.50 Unrealized +3.4%
VYMI Vanguard International High Dividend ETF 0.3%
Value ($000) $2,010 Shares 27,271 Est. Cost $68.28 Unrealized
XLU Utilities Select Sector SPDR ETF 0.3%
Value ($000) $1,984 Shares 25,167 Est. Cost $75.69 Unrealized
XLY Consumer Discretionary Select Sector SPRD ETF 0.3%
Value ($000) $1,969 Shares 9,973 Est. Cost $224.35 Unrealized
PG Procter & Gamble Company 0.3%
Value ($000) $1,881 Shares 11,037 Est. Cost $165.73 Unrealized -1.1%
XLI Industrial Select Sector SPDR ETF 0.3%
Value ($000) $1,743 Shares 13,299 Est. Cost $131.76 Unrealized
CME CME Group Inc 0.3%
Value ($000) $1,737 Shares 6,548 Est. Cost $219.66 Unrealized +10.4%
HON Honeywell International Inc 0.3%
Value ($000) $1,720 Shares 8,121 Est. Cost $203.59 Unrealized -2.5%
AMT American Tower Corporation 0.3%
Value ($000) $1,714 Shares 7,877 Est. Cost $198.35 Unrealized -4.4%
COST Costco Wholeshare Group 0.3%
Value ($000) $1,710 Shares 1,808 Est. Cost $922.64 Unrealized +5.2%
DE Deere & Company 0.3%
Value ($000) $1,700 Shares 3,623 Est. Cost $413.99 Unrealized +11.5%
VTV Vanguard Value ETF 0.3%
Value ($000) $1,694 Shares 9,809 Est. Cost $169.45 Unrealized
IBDU iBonds December 2029 Corporate Term ETF 0.3%
Value ($000) $1,646 Shares 71,155 Est. Cost $22.87 Unrealized
TFC Truist Financial Corporation 0.3%
Value ($000) $1,597 Shares 38,814 Est. Cost $42.32 Unrealized +0.9%
CARR Carrier Global Corporation 0.3%
Value ($000) $1,572 Shares 24,791 Est. Cost $74.39 Unrealized -11.6%
NEE Nextera Energy Inc 0.3%
Value ($000) $1,567 Shares 22,109 Est. Cost $75.03 Unrealized -8.5%
ADBE Adobe Systems Incorporated 0.3%
Value ($000) $1,556 Shares 4,057 Est. Cost $495.13 Unrealized -13.4%
CSCO Cisco Systems Inc 0.3%
Value ($000) $1,522 Shares 24,660 Est. Cost $55.37 Unrealized +8.5%
BLK Blackrock Inc. 0.3%
Value ($000) $1,507 Shares 1,592 Est. Cost $990.54 Unrealized -2.9%
FLRN SPDR Barclays Invest Grade Floating Rate ETF 0.3%
Value ($000) $1,480 Shares 48,015 Est. Cost $30.73 Unrealized
ORCL Oracle Corporation 0.3%
Value ($000) $1,479 Shares 10,578 Est. Cost $175.85 Unrealized -8.1%
SGOV iShares 0-3 month Treasury Bond ETF 0.2%
Value ($000) $1,447 Shares 14,376 Est. Cost $100.32 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,438 Shares 12,094 Est. Cost $112.36 Unrealized -4.6%
XLB Materials Select Sector SPDR ETF 0.2%
Value ($000) $1,394 Shares 16,215 Est. Cost $84.14 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $1,385 Shares 15,780 Est. Cost $85.93 Unrealized +8.2%
XLE Energy Select Sector SPDR ETF 0.2%
Value ($000) $1,376 Shares 14,729 Est. Cost $85.66 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $1,348 Shares 8,989 Est. Cost $156.55 Unrealized -8.3%
SHY iShares Barclays 1-3 Year Treasury Bond ETF 0.2%
Value ($000) $1,319 Shares 15,949 Est. Cost $81.98 Unrealized
UNH UnitedHealth Group Inc 0.2%
Value ($000) $1,238 Shares 2,363 Est. Cost $552.89 Unrealized -9.7%
SHV iShares Short Treasury Bond ETF 0.2%
Value ($000) $1,219 Shares 11,033 Est. Cost $110.11 Unrealized
NVDA Nvidia Corp Com 0.2%
Value ($000) $1,216 Shares 11,218 Est. Cost $137.60 Unrealized -7.9%
AMGN Amgen Inc 0.2%
Value ($000) $1,214 Shares 3,897 Est. Cost $286.05 Unrealized +0.4%
PAYX Paychex Inc 0.2%
Value ($000) $1,205 Shares 7,809 Est. Cost $137.31 Unrealized +4.3%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,142 Shares 4,833 Est. Cost $230.22 Unrealized +2.3%
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,115 Shares 2,495 Est. Cost $527.20 Unrealized -15.0%
XLP Consumer Staples Select Sector SPDR ETF 0.2%
Value ($000) $1,110 Shares 13,596 Est. Cost $78.61 Unrealized
KO Coca-Cola Company 0.2%
Value ($000) $1,032 Shares 14,407 Est. Cost $63.09 Unrealized +3.0%
GLW Corning Incorporated 0.2%
Value ($000) $1,020 Shares 22,289 Est. Cost $46.35 Unrealized +4.8%
DOV Dover Corp 0.2%
Value ($000) $996 Shares 5,672 Est. Cost $193.06 Unrealized -1.4%
MMM 3M Co 0.2%
Value ($000) $973 Shares 6,628 Est. Cost $128.38 Unrealized +12.6%
ULST SPDR SSGA Ultra Short Term Bond ETF 0.2%
Value ($000) $944 Shares 23,230 Est. Cost $40.41 Unrealized
EMR Emerson Electric Co 0.2%
Value ($000) $926 Shares 8,443 Est. Cost $119.02 Unrealized -0.2%
IXUS iShares Core Total International Stock ETF 0.2%
Value ($000) $909 Shares 13,015 Est. Cost $66.14 Unrealized
FLOT iShares Floating Rate Bond ETF 0.2%
Value ($000) $897 Shares 17,577 Est. Cost $50.88 Unrealized
META Meta Platforms Inc 0.2%
Value ($000) $889 Shares 1,542 Est. Cost $584.74 Unrealized +10.0%
ABT Abbott Laboratories 0.1%
Value ($000) $848 Shares 6,389 Est. Cost $113.33 Unrealized +10.7%
Discover Financial Services 0.1%
Value ($000) $845 Shares 4,948 Est. Cost $173.23 Unrealized
MUB iShares National Municipal Bond ETF 0.1%
Value ($000) $822 Shares 7,800 Est. Cost $106.55 Unrealized
MDT Medtronic PLC 0.1%
Value ($000) $817 Shares 9,090 Est. Cost $83.84 Unrealized +4.3%
COP ConocoPhillips 0.1%
Value ($000) $802 Shares 7,639 Est. Cost $102.31 Unrealized -5.4%
AFL AFLAC Incorporated 0.1%
Value ($000) $801 Shares 7,204 Est. Cost $106.42 Unrealized -2.2%
IBMQ iBonds December 2028 Term Muni Bond ETF 0.1%
Value ($000) $796 Shares 31,482 Est. Cost $25.19 Unrealized
IBMO iBonds December 2026 Term Muni Bond ETF 0.1%
Value ($000) $792 Shares 30,981 Est. Cost $25.46 Unrealized
LOW Lowe's Companies Inc 0.1%
Value ($000) $791 Shares 3,392 Est. Cost $261.19 Unrealized -7.3%
IBMP iBonds December 2027 Term Muni Bond ETF 0.1%
Value ($000) $777 Shares 30,738 Est. Cost $25.15 Unrealized
JMUB J P Morgan Municipal ETF 0.1%
Value ($000) $771 Shares 15,425 Est. Cost $50.15 Unrealized
VOO Vanguard S&P 500 Index ETF 0.1%
Value ($000) $769 Shares 1,496 Est. Cost $538.81 Unrealized
PEG Public Service Enterprise Group Inc 0.1%
Value ($000) $767 Shares 9,321 Est. Cost $85.29 Unrealized -5.0%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $767 Shares 13,137 Est. Cost $62.31 Unrealized
DIS Walt Disney Company 0.1%
Value ($000) $750 Shares 7,599 Est. Cost $103.52 Unrealized +2.7%
MRK Merck & Co Inc 0.1%
Value ($000) $735 Shares 8,194 Est. Cost $98.70 Unrealized -8.7%
IBDV iBonds December 2030 Corporate Term ETF 0.1%
Value ($000) $725 Shares 33,395 Est. Cost $21.50 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $692 Shares 16,578 Est. Cost $42.83 Unrealized +1.9%
SHM SPDR Nuveen Short Term Municipal Bond ETF 0.1%
Value ($000) $682 Shares 14,327 Est. Cost $47.39 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $664 Shares 23,271 Est. Cost $24.88 Unrealized +7.3%
iBonds December 2025 Term Muni Bond ETF 0.1%
Value ($000) $662 Shares 24,741 Est. Cost $26.62 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $662 Shares 14,590 Est. Cost $39.40 Unrealized +0.5%
PZA Invesco National AMT-Free Muni Bond ETF 0.1%
Value ($000) $630 Shares 27,360 Est. Cost $23.45 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $624 Shares 5,971 Est. Cost $115.22 Unrealized
T AT&T Inc 0.1%
Value ($000) $620 Shares 21,918 Est. Cost $21.63 Unrealized +12.6%
SHW Sherwin-Williams Company 0.1%
Value ($000) $599 Shares 1,715 Est. Cost $369.58 Unrealized -5.8%
DUK Duke Energy Corp 0.1%
Value ($000) $597 Shares 4,893 Est. Cost $108.79 Unrealized +1.6%
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $589 Shares 1,105 Est. Cost $461.73 Unrealized +5.3%
DFNM Dimensional National Municipal Bond ETF 0.1%
Value ($000) $581 Shares 12,210 Est. Cost $47.76 Unrealized
MA Mastercard Incorporated 0.1%
Value ($000) $575 Shares 1,049 Est. Cost $514.68 Unrealized +5.3%
AVMU Avantis Core Municipal Fixed Income ETF 0.1%
Value ($000) $573 Shares 12,597 Est. Cost $46.14 Unrealized
VTES Vanguard Short-Term Exempt Bond ETF 0.1%
Value ($000) $558 Shares 5,550 Est. Cost $100.25 Unrealized
ARGX Argenx Se ADR 0.1%
Value ($000) $553 Shares 935 Est. Cost $615.00 Unrealized
CVS CVS Health Corporation 0.1%
Value ($000) $550 Shares 8,111 Est. Cost $53.65 Unrealized +8.1%
BSCQ Invesco BulletShares 2026 Corp Bond ETF 0.1%
Value ($000) $537 Shares 27,565 Est. Cost $19.43 Unrealized
PM Philip Morris International Inc 0.1%
Value ($000) $524 Shares 3,304 Est. Cost $120.59 Unrealized +13.6%
iBonds December 2025 Treasury Bond ETF 0.1%
Value ($000) $516 Shares 22,065 Est. Cost $23.32 Unrealized
BSCR Invesco BulletShares 2027 Corp Bond ETF 0.1%
Value ($000) $512 Shares 26,160 Est. Cost $19.48 Unrealized
GLDM SPDR Gold Minishares Trust ETF 0.1%
Value ($000) $512 Shares 8,275 Est. Cost $51.99 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $508 Shares 20,066 Est. Cost $25.12 Unrealized -1.6%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $507 Shares 903 Est. Cost $588.68 Unrealized
CHD Church & Dwight Company Inc 0.1%
Value ($000) $503 Shares 4,570 Est. Cost $104.03 Unrealized +1.7%
VTEB Vanguard Tax Exempt Bond Index ETF 0.1%
Value ($000) $500 Shares 10,077 Est. Cost $50.13 Unrealized
DHR Danaher Corporation 0.1%
Value ($000) $492 Shares 2,399 Est. Cost $243.95 Unrealized -11.1%
NKE Nike Inc 0.1%
Value ($000) $492 Shares 7,746 Est. Cost $76.48 Unrealized -5.8%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $492 Shares 988 Est. Cost $547.53 Unrealized -1.4%
VCLT Vanguard Long-Term Corporate Bond ETF 0.1%
Value ($000) $484 Shares 6,373 Est. Cost $74.78 Unrealized
NEAR iShares Short Duration Bond Active ETF 0.1%
Value ($000) $480 Shares 9,430 Est. Cost $50.50 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $464 Shares 3,261 Est. Cost $130.11 Unrealized -0.2%
ZTRE F/m 3-Yr Investment Grade Corporate Bond ETF 0.1%
Value ($000) $453 Shares 8,925 Est. Cost $50.24 Unrealized
ZTWO F/M 2-Yr Investment Grade Corporate Bond ETF 0.1%
Value ($000) $452 Shares 8,925 Est. Cost $50.29 Unrealized
XLC Communication Services Select Sector SPDR ETF 0.1%
Value ($000) $448 Shares 4,640 Est. Cost $96.81 Unrealized
PGX Invesco Preferred ETF 0.1%
Value ($000) $446 Shares 39,780 Est. Cost $11.53 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $446 Shares 3,822 Est. Cost $119.51 Unrealized +5.4%
IBMR iBonds December 2029 Term Muni Bond ETF 0.1%
Value ($000) $443 Shares 17,710 Est. Cost $24.98 Unrealized
TGT Target Corporation 0.1%
Value ($000) $439 Shares 4,209 Est. Cost $136.67 Unrealized -12.0%
IBTG iBonds December 2026 Treasury Bond ETF 0.1%
Value ($000) $423 Shares 18,425 Est. Cost $22.81 Unrealized
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $416 Shares 767 Est. Cost $598.50 Unrealized
INTU Intuit Inc 0.1%
Value ($000) $408 Shares 665 Est. Cost $634.69 Unrealized -5.9%
SO Southern Company 0.1%
Value ($000) $407 Shares 4,425 Est. Cost $84.51 Unrealized -0.5%
WM Waste Mgmt Inc Del 0.1%
Value ($000) $406 Shares 1,753 Est. Cost $211.11 Unrealized +3.4%
RTX RTX Corporate 0.1%
Value ($000) $390 Shares 2,944 Est. Cost $118.27 Unrealized +5.5%
TXN Texas Instruments Incorporated 0.1%
Value ($000) $389 Shares 2,164 Est. Cost $193.15 Unrealized -5.7%
IBTH iBonds December 2027 Treasury Bond ETF 0.1%
Value ($000) $377 Shares 16,825 Est. Cost $22.20 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $376 Shares 1,200 Est. Cost $343.44 Unrealized +0.8%
BSCS Invesco BulletShares 2028 Corp Bond ETF 0.1%
Value ($000) $373 Shares 18,330 Est. Cost $20.13 Unrealized
Invesco BulletShares 2025 Corp Bond ETF 0.1%
Value ($000) $371 Shares 17,930 Est. Cost $20.65 Unrealized
OKE Oneok Inc New 0.1%
Value ($000) $367 Shares 3,701 Est. Cost $96.84 Unrealized -1.9%
VTEI Vanguard Intermediate Term Tax-Free Bond ETF 0.1%
Value ($000) $365 Shares 3,690 Est. Cost $99.04 Unrealized
GS Goldman Sachs Group Inc 0.1%
Value ($000) $360 Shares 659 Est. Cost $544.86 Unrealized +8.4%
AMD Advanced Micro Devices Inc. 0.1%
Value ($000) $360 Shares 3,500 Est. Cost $143.89 Unrealized -22.7%
MNST Monster Beverage Corporation 0.1%
Value ($000) $359 Shares 6,142 Est. Cost $53.01 Unrealized -1.7%
WSO/B Watsco Inc Class B Conv 0.1%
Value ($000) $354 Shares 700 Est. Cost $513.74 Unrealized -4.5%
VCSH Vanguard Short Term Corp Bond ETF 0.1%
Value ($000) $344 Shares 4,364 Est. Cost $78.13 Unrealized
SBUX Starbucks Corporation 0.1%
Value ($000) $344 Shares 3,511 Est. Cost $93.94 Unrealized +7.5%
ZTS Zoetis Inc 0.1%
Value ($000) $344 Shares 2,090 Est. Cost $176.35 Unrealized -6.7%
ISRG Intuitive Surgical Inc Com New 0.1%
Value ($000) $342 Shares 690 Est. Cost $520.85 Unrealized +6.2%
ALL Allstate Corp 0.1%
Value ($000) $338 Shares 1,632 Est. Cost $189.85 Unrealized +0.7%
CSX CSX Corporation 0.1%
Value ($000) $335 Shares 11,396 Est. Cost $33.68 Unrealized -7.1%
WEC WEC Energy Group Inc 0.1%
Value ($000) $335 Shares 3,070 Est. Cost $93.36 Unrealized +6.3%
CAT Caterpillar Inc 0.1%
Value ($000) $334 Shares 1,014 Est. Cost $376.01 Unrealized -6.4%
BMY Bristol- Myers Squibb Co 0.1%
Value ($000) $329 Shares 5,391 Est. Cost $52.58 Unrealized +5.5%
IBM International Business Machines Corp 0.1%
Value ($000) $322 Shares 1,296 Est. Cost $216.31 Unrealized +10.7%
XAR SPDR S&P Aerospace & Defense ETF 0.1%
Value ($000) $322 Shares 2,002 Est. Cost $165.65 Unrealized
CNP CenterPoint Energy Inc 0.1%
Value ($000) $321 Shares 8,853 Est. Cost $29.96 Unrealized +9.6%
VO Vanguard Index Funds Mid-Cap ETF 0.1%
Value ($000) $320 Shares 1,236 Est. Cost $264.13 Unrealized
IBTI iBonds December 2028 Treasury Bond ETF 0.1%
Value ($000) $318 Shares 14,275 Est. Cost $21.93 Unrealized
TSM Taiwan Semiconductor Mfg Ltd ADS 0.1%
Value ($000) $314 Shares 1,892 Est. Cost $197.49 Unrealized
CRH Crh Plc ORD 0.1%
Value ($000) $313 Shares 3,553 Est. Cost $95.29 Unrealized +2.5%
IBTJ iBonds December 2029 Treasury Bond ETF 0.1%
Value ($000) $298 Shares 13,700 Est. Cost $21.33 Unrealized
ETN Eaton Corporation PLC 0.0%
Value ($000) $292 Shares 1,076 Est. Cost $347.11 Unrealized -11.1%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $286 Shares 10,213 Est. Cost $27.32 Unrealized
RACE Ferrari N V 0.0%
Value ($000) $283 Shares 662 Est. Cost $451.22 Unrealized -0.3%
TJX TJX Companies Inc 0.0%
Value ($000) $282 Shares 2,313 Est. Cost $117.85 Unrealized +1.9%
TFI SPDR Nuveen Bloomberg Municipal Bond ETF 0.0%
Value ($000) $278 Shares 6,160 Est. Cost $45.62 Unrealized
IDV iShares International Select Dividend ETF 0.0%
Value ($000) $275 Shares 8,850 Est. Cost $27.38 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $271 Shares 1,024 Est. Cost $244.86 Unrealized +0.2%
UTWO US Treasury 2 Year Note ETF 0.0%
Value ($000) $270 Shares 5,575 Est. Cost $48.20 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $269 Shares 1,606 Est. Cost $184.98 Unrealized +13.4%
CMCSA Comcast Corporation 0.0%
Value ($000) $268 Shares 7,262 Est. Cost $39.99 Unrealized -12.4%
SPYD SPDR S&P 500 High Dividend ETF 0.0%
Value ($000) $265 Shares 5,990 Est. Cost $43.30 Unrealized
OBIL US Treasury 12 Month Bill ETF 0.0%
Value ($000) $261 Shares 5,200 Est. Cost $50.12 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $261 Shares 4,000 Est. Cost $83.88 Unrealized -7.4%
Tri-Contintental Corporation 0.0%
Value ($000) $261 Shares 8,509 Est. Cost $31.69 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $250 Shares 849 Est. Cost $304.00 Unrealized -1.2%
VGIT Vanguard Intermediate Term Treasury ETF 0.0%
Value ($000) $248 Shares 4,168 Est. Cost $58.17 Unrealized
IBDW iBonds December 2031 Corporate Term ETF 0.0%
Value ($000) $243 Shares 11,700 Est. Cost $20.60 Unrealized
BSCT Invesco BulletShares 2029 Corp Bond ETF 0.0%
Value ($000) $239 Shares 12,900 Est. Cost $18.34 Unrealized
IWD iShares Russell 1000 Value Index ETF 0.0%
Value ($000) $239 Shares 1,269 Est. Cost $185.13 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $237 Shares 3,493 Est. Cost $62.40 Unrealized +5.3%
BK Bank Of New York Mellon Corporation 0.0%
Value ($000) $225 Shares 2,683 Est. Cost $75.52 Unrealized +9.3%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $222 Shares 458 Est. Cost $526.39 Unrealized -1.5%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $219 Shares 2,360 Est. Cost $99.98 Unrealized
INTC Intel Corp 0.0%
Value ($000) $219 Shares 9,646 Est. Cost $22.54 Unrealized -2.9%
ADP Automatic Data Processing 0.0%
Value ($000) $218 Shares 714 Est. Cost $287.90 Unrealized +2.6%
IBMS iBonds December 2030 Term Muni Bond ETF 0.0%
Value ($000) $217 Shares 8,560 Est. Cost $25.40 Unrealized
CASY Caseys General Stores Inc 0.0%
Value ($000) $207 Shares 477 Est. Cost $400.59 Unrealized +1.9%
ITT ITT Inc 0.0%
Value ($000) $207 Shares 1,600 Est. Cost $149.74 Unrealized -4.9%
BSMQ Invesco BulletShares 2026 Muni Bond ETF 0.0%
Value ($000) $200 Shares 8,475 Est. Cost $23.57 Unrealized
BSMR Invesco BulletShares 2027 Muni Bond ETF 0.0%
Value ($000) $199 Shares 8,455 Est. Cost $23.60 Unrealized
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $199 Shares 1,132 Est. Cost $189.31 Unrealized -3.2%
BSMS Invesco BulletShares 2028 Muni Bond ETF 0.0%
Value ($000) $198 Shares 8,535 Est. Cost $23.33 Unrealized
BSMT Invesco BulletShares 2029 Muni Bond ETF 0.0%
Value ($000) $197 Shares 8,650 Est. Cost $22.94 Unrealized
BSMU Invesco BulletShares 2030 Muni Bond ETF 0.0%
Value ($000) $197 Shares 9,110 Est. Cost $21.72 Unrealized
BSMV Invesco BulletShares 2031 Muni Bond ETF 0.0%
Value ($000) $196 Shares 9,460 Est. Cost $20.93 Unrealized
MCO Moody's Corp 0.0%
Value ($000) $196 Shares 421 Est. Cost $473.16 Unrealized +1.1%
SPYV SPDR S&P 500 Value ETF 0.0%
Value ($000) $195 Shares 3,816 Est. Cost $51.14 Unrealized
XT iShares Exponential Technologies ETF 0.0%
Value ($000) $195 Shares 3,383 Est. Cost $59.66 Unrealized
BSSX Invesco Bulletshares 2033 Muni Bond ETF 0.0%
Value ($000) $194 Shares 7,660 Est. Cost $25.75 Unrealized
BSMW Invesco Bulletshares 2032 Muni Bond ETF 0.0%
Value ($000) $193 Shares 7,850 Est. Cost $25.09 Unrealized
Invesco BulletShares 2025 Muni Bond ETF 0.0%
Value ($000) $180 Shares 7,360 Est. Cost $24.51 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $175 Shares 2,437 Est. Cost $66.67 Unrealized +10.5%
CLX Clorox Co 0.0%
Value ($000) $174 Shares 1,179 Est. Cost $157.37 Unrealized -6.0%
XYL Xylem Inc 0.0%
Value ($000) $173 Shares 1,449 Est. Cost $124.71 Unrealized -1.7%
C Citigroup Inc 0.0%
Value ($000) $171 Shares 2,413 Est. Cost $65.38 Unrealized +14.0%
MO Altria Group Inc 0.0%
Value ($000) $170 Shares 2,835 Est. Cost $49.14 Unrealized +3.8%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $166 Shares 2,920 Est. Cost $60.35 Unrealized
AEE Ameren Corp 0.0%
Value ($000) $163 Shares 1,625 Est. Cost $86.51 Unrealized +8.3%
DTE DTE Energy Company 0.0%
Value ($000) $162 Shares 1,171 Est. Cost $118.43 Unrealized +4.4%
PEY Invesco High Yield Equity Div Achievers ETF 0.0%
Value ($000) $154 Shares 7,190 Est. Cost $21.26 Unrealized
FDL First Trust Morningstar Div Leaders ETF 0.0%
Value ($000) $154 Shares 3,550 Est. Cost $40.26 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $154 Shares 1,656 Est. Cost $103.10 Unrealized
IGSB iShares 1-5 Year Invest Grade Corp Bond ETF 0.0%
Value ($000) $150 Shares 2,870 Est. Cost $51.70 Unrealized
AGG iShares Core U.S. Aggregate Bond ETF 0.0%
Value ($000) $145 Shares 1,463 Est. Cost $96.90 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $143 Shares 153 Est. Cost $83.98 Unrealized +13.2%
FDX FedEx Corporation 0.0%
Value ($000) $140 Shares 576 Est. Cost $271.73 Unrealized -6.7%
GPC Genuine Parts Co 0.0%
Value ($000) $140 Shares 1,175 Est. Cost $120.15 Unrealized -2.8%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $139 Shares 1,038 Est. Cost $131.29 Unrealized
MDLZ Mondelez International Inc 0.0%
Value ($000) $139 Shares 2,049 Est. Cost $63.61 Unrealized -6.1%
UPS United Parcel Service Inc 0.0%
Value ($000) $139 Shares 1,263 Est. Cost $122.34 Unrealized -7.9%
D Dominion Resources Inc 0.0%
Value ($000) $138 Shares 2,469 Est. Cost $54.04 Unrealized -2.4%
DIV Global X SuperDividend US ETF 0.0%
Value ($000) $138 Shares 7,305 Est. Cost $18.03 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $135 Shares 216 Est. Cost $792.37 Unrealized -13.9%
USB U S Bancorp 0.0%
Value ($000) $133 Shares 3,156 Est. Cost $46.44 Unrealized -4.8%
ENB Enbridge Inc 0.0%
Value ($000) $126 Shares 2,846 Est. Cost $39.21 Unrealized +5.6%
SPYG Spdr Ser Tr Prtflo S&P 500 Gw ETF 0.0%
Value ($000) $126 Shares 1,563 Est. Cost $87.90 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $124 Shares 2,070 Est. Cost $56.10 Unrealized +3.8%
NSC Norfolk Southern Corp 0.0%
Value ($000) $120 Shares 507 Est. Cost $248.46 Unrealized -3.7%
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $120 Shares 1,568 Est. Cost $74.73 Unrealized
WDIV SPDR S&P Global Dividend ETF 0.0%
Value ($000) $120 Shares 1,840 Est. Cost $62.09 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $118 Shares 1,970 Est. Cost $64.08 Unrealized -9.6%
YUM Yum! Brands Inc 0.0%
Value ($000) $118 Shares 747 Est. Cost $132.27 Unrealized +7.1%
BX Blackstone Inc 0.0%
Value ($000) $116 Shares 827 Est. Cost $167.78 Unrealized -5.7%
ED Consolidated Edison Inc 0.0%
Value ($000) $114 Shares 1,033 Est. Cost $94.80 Unrealized +0.5%
VB Vanguard Small-Cap Index Fund ETF 0.0%
Value ($000) $113 Shares 509 Est. Cost $239.44 Unrealized
TTD The Trade Desk Inc Cl A 0.0%
Value ($000) $112 Shares 2,050 Est. Cost $123.72 Unrealized -26.9%
MET Metlife Inc 0.0%
Value ($000) $111 Shares 1,387 Est. Cost $80.66 Unrealized +0.6%
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.0%
Value ($000) $110 Shares 2,250 Est. Cost $48.25 Unrealized
SYY Sysco Corporation 0.0%
Value ($000) $110 Shares 1,462 Est. Cost $73.94 Unrealized -3.6%
MBND SPDR Nuveen Municipal Bond ETF 0.0%
Value ($000) $109 Shares 4,000 Est. Cost $27.52 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $108 Shares 1,474 Est. Cost $62.65 Unrealized
IWF iShares Russell 1000 Growth Index ETF 0.0%
Value ($000) $106 Shares 293 Est. Cost $401.58 Unrealized
SPHD Invesco S&P 500 High Div Low Volatility ETF 0.0%
Value ($000) $105 Shares 2,100 Est. Cost $48.31 Unrealized
DWX SPDR S&P International Dividend ETF 0.0%
Value ($000) $105 Shares 2,735 Est. Cost $34.96 Unrealized
SJM J M Smucker Company 0.0%
Value ($000) $105 Shares 885 Est. Cost $109.96 Unrealized -5.1%
J Jacobs Solutions Inc 0.0%
Value ($000) $103 Shares 852 Est. Cost $136.24 Unrealized -6.3%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $103 Shares 212 Est. Cost $463.53 Unrealized +0.5%
INMU iShares Intermediate Muni Income Active ETF 0.0%
Value ($000) $102 Shares 4,300 Est. Cost $23.60 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $99 Shares 1,311 Est. Cost $70.28 Unrealized
KIE SPDR S&P Insurance ETF 0.0%
Value ($000) $98 Shares 1,620 Est. Cost $56.52 Unrealized
WTRG Essential Utils Inc 0.0%
Value ($000) $98 Shares 2,473 Est. Cost $38.81 Unrealized -5.4%
ROK Rockwell Automation 0.0%
Value ($000) $97 Shares 374 Est. Cost $276.08 Unrealized -0.6%
BSX Boston Scientific Corp 0.0%
Value ($000) $96 Shares 951 Est. Cost $88.03 Unrealized +14.4%
SHOP Shopify Inc Cl A 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $97.26 Unrealized +12.0%
TSEM Tower Semiconductor Ltd New 0.0%
Value ($000) $93 Shares 2,600 Est. Cost $46.82 Unrealized -3.5%
ES Eversource Energy Com 0.0%
Value ($000) $92 Shares 1,482 Est. Cost $58.85 Unrealized -2.9%
ISTB iShares Core Short-Term USD Bond ETF 0.0%
Value ($000) $91 Shares 1,880 Est. Cost $47.77 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $90 Shares 409 Est. Cost $204.14 Unrealized +7.2%
CB Chubb Limited 0.0%
Value ($000) $90 Shares 298 Est. Cost $281.36 Unrealized -1.8%
WMB Williams Cos Inc 0.0%
Value ($000) $90 Shares 1,500 Est. Cost $51.72 Unrealized +7.2%
AEP American Electric Power Company Inc 0.0%
Value ($000) $89 Shares 813 Est. Cost $93.11 Unrealized +5.7%
SCHW Schwab Charles Corp 0.0%
Value ($000) $88 Shares 1,123 Est. Cost $73.82 Unrealized +5.2%
OTTR Otter Tail Corp 0.0%
Value ($000) $88 Shares 1,092 Est. Cost $75.57 Unrealized +1.8%
LIN Linde Plc 0.0%
Value ($000) $88 Shares 188 Est. Cost $448.71 Unrealized -0.9%
PGR Progressive Corp Ohio Com 0.0%
Value ($000) $86 Shares 303 Est. Cost $231.96 Unrealized +5.7%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $85 Shares 3,186 Est. Cost $26.07 Unrealized
AXP American Express Company 0.0%
Value ($000) $84 Shares 312 Est. Cost $283.95 Unrealized +3.0%
TSLA Tesla Inc 0.0%
Value ($000) $84 Shares 323 Est. Cost $325.20 Unrealized +2.5%
DRI Darden Restaurants Inc 0.0%
Value ($000) $83 Shares 400 Est. Cost $162.62 Unrealized +16.0%
NVS Novartis A G (ADR) 0.0%
Value ($000) $83 Shares 745 Est. Cost $97.31 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $82 Shares 1,111 Est. Cost $71.91 Unrealized
SPSB SPDR Short Term Corporate Bond ETF 0.0%
Value ($000) $82 Shares 2,710 Est. Cost $29.86 Unrealized
BRO Brown & Brown Inc 0.0%
Value ($000) $81 Shares 655 Est. Cost $106.04 Unrealized +4.8%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $81 Shares 1,500 Est. Cost $52.22 Unrealized
XLG Invesco S&P 500 Top 50 ETF 0.0%
Value ($000) $81 Shares 1,750 Est. Cost $49.96 Unrealized
DLS WisdomTree International SmallCap Div ETF 0.0%
Value ($000) $81 Shares 1,220 Est. Cost $62.95 Unrealized
IAU Ishares Gold Trust New ETF 0.0%
Value ($000) $80 Shares 1,350 Est. Cost $49.51 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $79 Shares 1,025 Est. Cost $38.15 Unrealized -3.4%
UDR UDR Inc 0.0%
Value ($000) $79 Shares 1,742 Est. Cost $42.30 Unrealized -2.1%
DFAW Dimensional Trust World Equity ETF 0.0%
Value ($000) $78 Shares 1,265 Est. Cost $62.46 Unrealized
SDIV Global X Super Dividend ETF 0.0%
Value ($000) $76 Shares 3,615 Est. Cost $20.62 Unrealized
CL Colgate Palmolive Company 0.0%
Value ($000) $76 Shares 806 Est. Cost $93.07 Unrealized -5.6%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $75 Shares 1,070 Est. Cost $75.68 Unrealized -9.1%
EPD Enterprise Prods Partnership LP 0.0%
Value ($000) $75 Shares 2,190 Est. Cost $31.36 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $73 Shares 288 Est. Cost $245.53 Unrealized +1.7%
CRM Salesforce Inc 0.0%
Value ($000) $73 Shares 271 Est. Cost $316.76 Unrealized -2.4%
AZO Autozone Inc 0.0%
Value ($000) $72 Shares 19 Est. Cost $3166.27 Unrealized +9.0%
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $72 Shares 250 Est. Cost $244.89 Unrealized
SRET Global X Super Dividend REIT ETF 0.0%
Value ($000) $67 Shares 3,180 Est. Cost $20.01 Unrealized
TT Trane Technologies Plc ADR 0.0%
Value ($000) $67 Shares 200 Est. Cost $393.53 Unrealized -8.8%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $64 Shares 125 Est. Cost $492.97 Unrealized -4.7%
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $64 Shares 1,158 Est. Cost $74.48 Unrealized -17.4%
DFUS Dimensional U.S. Equity Market ETF 0.0%
Value ($000) $63 Shares 1,034 Est. Cost $63.75 Unrealized
STM ST Microelectronics N V NY Registry 0.0%
Value ($000) $61 Shares 2,800 Est. Cost $24.97 Unrealized
AZN AstraZeneca plc (ADR) 0.0%
Value ($000) $61 Shares 836 Est. Cost $65.52 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $61 Shares 700 Est. Cost $101.25 Unrealized -5.4%
NBTB NBT Bancorp Inc 0.0%
Value ($000) $60 Shares 1,402 Est. Cost $47.59 Unrealized -2.9%
VRSK Verisk Analytics Inc 0.0%
Value ($000) $60 Shares 200 Est. Cost $276.10 Unrealized +3.7%
O Realty Income Corp 0.0%
Value ($000) $59 Shares 1,011 Est. Cost $54.51 Unrealized -3.5%
COHR Coherent Corp 0.0%
Value ($000) $58 Shares 900 Est. Cost $100.05 Unrealized -17.2%
LNC Lincoln National Corp 0.0%
Value ($000) $57 Shares 1,600 Est. Cost $31.25 Unrealized +8.0%
CI Cigna Group 0.0%
Value ($000) $57 Shares 174 Est. Cost $311.40 Unrealized -5.0%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $57 Shares 730 Est. Cost $87.25 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $57 Shares 94 Est. Cost $655.15 Unrealized -1.0%
VFH Vanguard Financials ETF 0.0%
Value ($000) $57 Shares 475 Est. Cost $118.07 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $54 Shares 1,333 Est. Cost $39.95 Unrealized -3.7%
LH Labcorp Holdings Inc 0.0%
Value ($000) $54 Shares 230 Est. Cost $226.47 Unrealized +6.1%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $53 Shares 3,550 Est. Cost $15.70 Unrealized -1.1%
BA Boeing Company 0.0%
Value ($000) $53 Shares 312 Est. Cost $156.93 Unrealized +10.3%
SIXG Defiance Next Gen Connectivity ETF 0.0%
Value ($000) $53 Shares 1,250 Est. Cost $47.65 Unrealized
FXO First Trust Final Alphadex ETF II 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $54.13 Unrealized
BG Bunge Global SA 0.0%
Value ($000) $53 Shares 500 Est. Cost $84.46 Unrealized -14.0%
OLN Olin Corporation 0.0%
Value ($000) $53 Shares 2,180 Est. Cost $40.23 Unrealized -32.4%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $52 Shares 125 Est. Cost $425.50 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $51 Shares 533 Est. Cost $91.78 Unrealized +5.9%
UBER Uber Technologies Inc 0.0%
Value ($000) $51 Shares 700 Est. Cost $71.41 Unrealized +0.9%
KBWY Invesco KBW Prem Yeild Equity REIT ETF 0.0%
Value ($000) $51 Shares 3,045 Est. Cost $17.91 Unrealized
COWZ Pacer Fds Tr US Cash Cows 100 ETF 0.0%
Value ($000) $51 Shares 926 Est. Cost $56.48 Unrealized
RCL Royal Carribean Cruises Ltd 0.0%
Value ($000) $50 Shares 245 Est. Cost $218.15 Unrealized +6.9%
VLTO Veralto Corp 0.0%
Value ($000) $50 Shares 514 Est. Cost $105.96 Unrealized -6.2%
USMV iShares MSCI USA Minimum Volatility ETF 0.0%
Value ($000) $49 Shares 520 Est. Cost $88.79 Unrealized
Blackrock Global Opp Eqty Tr 0.0%
Value ($000) $49 Shares 4,471 Est. Cost $10.85 Unrealized
KEY Keycorp New 0.0%
Value ($000) $48 Shares 3,003 Est. Cost $16.99 Unrealized -4.4%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $48 Shares 192 Est. Cost $257.33 Unrealized -2.6%
ADI Analog Devices Inc 0.0%
Value ($000) $47 Shares 233 Est. Cost $216.79 Unrealized -1.8%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $47 Shares 609 Est. Cost $88.04 Unrealized -8.2%
INGR Ingredion Inc 0.0%
Value ($000) $47 Shares 346 Est. Cost $140.75 Unrealized -6.2%
Liberty All-Star Equity 0.0%
Value ($000) $47 Shares 7,142 Est. Cost $6.95 Unrealized
VONV Vanguard Scottsdale Fds vng Rus1000val 0.0%
Value ($000) $47 Shares 565 Est. Cost $81.25 Unrealized
DHS Wisdomtree Tr US High Dividend Fund ETF 0.0%
Value ($000) $47 Shares 469 Est. Cost $93.36 Unrealized
PKW Invesco BuyBack Achievers ETF 0.0%
Value ($000) $45 Shares 400 Est. Cost $115.13 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $45 Shares 401 Est. Cost $116.71 Unrealized -6.6%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $44 Shares 327 Est. Cost $133.87 Unrealized
ORI Old Rep Intl Corp 0.0%
Value ($000) $44 Shares 1,116 Est. Cost $31.47 Unrealized +7.1%
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $44 Shares 565 Est. Cost $80.20 Unrealized
GD General Dynamics Corporation 0.0%
Value ($000) $43 Shares 159 Est. Cost $281.95 Unrealized -9.3%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $43 Shares 226 Est. Cost $190.58 Unrealized
KR Kroger Co 0.0%
Value ($000) $43 Shares 632 Est. Cost $57.34 Unrealized +8.6%
IBB iShares NASDAQ Biotechnology Index ETF 0.0%
Value ($000) $42 Shares 330 Est. Cost $132.21 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $42 Shares 100 Est. Cost $438.63 Unrealized -1.0%
DEO Diageo PLC (ADR) 0.0%
Value ($000) $42 Shares 400 Est. Cost $127.13 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $41 Shares 893 Est. Cost $37.26 Unrealized +8.7%
ITOT iShares Core S&P Total 0.0%
Value ($000) $41 Shares 333 Est. Cost $128.62 Unrealized
ELV Elevance Health INC 0.0%
Value ($000) $40 Shares 93 Est. Cost $409.27 Unrealized -3.7%
FGD First Trust Dow Jones Global Select DIV ETF 0.0%
Value ($000) $40 Shares 1,670 Est. Cost $22.24 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $40 Shares 150 Est. Cost $239.08 Unrealized +17.0%
SYK Stryker Corporation 0.0%
Value ($000) $40 Shares 107 Est. Cost $366.32 Unrealized +2.9%
ZS Zscaler Inc 0.0%
Value ($000) $40 Shares 200 Est. Cost $193.56 Unrealized +2.9%
VEA Vanguard Ftse Developed Markets ETF 0.0%
Value ($000) $39 Shares 773 Est. Cost $47.82 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $23.40 Unrealized +1.6%
MCK McKesson Corporation 0.0%
Value ($000) $39 Shares 58 Est. Cost $557.26 Unrealized +10.5%
PPG PPG Industries Inc 0.0%
Value ($000) $38 Shares 351 Est. Cost $121.53 Unrealized -7.3%
ASB Associated Banc Corp 0.0%
Value ($000) $38 Shares 1,700 Est. Cost $23.47 Unrealized -1.2%
FSLR First Solar Inc 0.0%
Value ($000) $38 Shares 300 Est. Cost $199.06 Unrealized -21.6%
ARKW Ark Tr Next Gnrtn Inter ETF 0.0%
Value ($000) $38 Shares 400 Est. Cost $107.98 Unrealized
OGS One Gas Inc 0.0%
Value ($000) $38 Shares 500 Est. Cost $72.98 Unrealized -1.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $38 Shares 336 Est. Cost $87.00 Unrealized +15.5%
IEI iShares Barclays 3-7 Year Bond 0.0%
Value ($000) $37 Shares 317 Est. Cost $117.70 Unrealized
SOLV Solventum Corp 0.0%
Value ($000) $37 Shares 487 Est. Cost $70.01 Unrealized +6.4%
DRIV Global X Autonomous & Electric Vehicles ETF 0.0%
Value ($000) $37 Shares 1,750 Est. Cost $22.96 Unrealized
NJR New Jersey Res Corp 0.0%
Value ($000) $37 Shares 748 Est. Cost $45.65 Unrealized 0.0%
FTV Fortive Corporation 0.0%
Value ($000) $37 Shares 499 Est. Cost $57.10 Unrealized +2.4%
SPMB SPDR Portfolio Mortgage Backed Bond ETF 0.0%
Value ($000) $36 Shares 1,650 Est. Cost $21.55 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $36 Shares 504 Est. Cost $64.42 Unrealized +2.5%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $36 Shares 116 Est. Cost $322.16 Unrealized
PSX Phillips 66 0.0%
Value ($000) $35 Shares 285 Est. Cost $122.03 Unrealized -2.3%
CIBR First Tr II Nasdaq Cyb ETF 0.0%
Value ($000) $35 Shares 555 Est. Cost $63.00 Unrealized
RPM RPM International Inc 0.0%
Value ($000) $35 Shares 300 Est. Cost $131.90 Unrealized -7.8%
F Ford Motor Company 0.0%
Value ($000) $35 Shares 3,440 Est. Cost $9.87 Unrealized -6.4%
RY Royal Bank of Canada 0.0%
Value ($000) $34 Shares 302 Est. Cost $123.44 Unrealized -4.6%
DLR Digital Rlty Tr Inc 0.0%
Value ($000) $34 Shares 235 Est. Cost $171.20 Unrealized -7.7%
DNP Select Income Fund 0.0%
Value ($000) $33 Shares 3,338 Est. Cost $8.82 Unrealized
IWS iShares Russell Mid-Cap Value Index ETF 0.0%
Value ($000) $32 Shares 253 Est. Cost $129.34 Unrealized
Bank of America 7.25 Seriers L Preferred 0.0%
Value ($000) $31 Shares 25 Est. Cost $1210.00 Unrealized
AWK American Wtr Wks Co Inc New 0.0%
Value ($000) $30 Shares 206 Est. Cost $131.37 Unrealized -1.7%
GPK Graphic Packing Holding Company 0.0%
Value ($000) $30 Shares 1,165 Est. Cost $28.92 Unrealized -7.5%
MDU MDU Resources Group Inc 0.0%
Value ($000) $30 Shares 1,772 Est. Cost $16.91 Unrealized -0.9%
NUE Nucor Corp 0.0%
Value ($000) $30 Shares 247 Est. Cost $140.88 Unrealized -10.0%
BP BP PLC (ADR) 0.0%
Value ($000) $30 Shares 877 Est. Cost $29.56 Unrealized
QQQM Invesco Nasdaq 100 ETF 0.0%
Value ($000) $29 Shares 150 Est. Cost $197.09 Unrealized
ADM Archer Daniels Midland Company 0.0%
Value ($000) $29 Shares 600 Est. Cost $51.78 Unrealized -9.6%
SGU Star Gas Partners LP 0.0%
Value ($000) $29 Shares 2,182 Est. Cost $11.77 Unrealized +6.3%
GSK GSK PLC ADR 0.0%
Value ($000) $29 Shares 740 Est. Cost $33.82 Unrealized
Blackrock Enhanced Equity Div 0.0%
Value ($000) $29 Shares 3,321 Est. Cost $8.60 Unrealized
VV Vanguard Index Large Cap ETF 0.0%
Value ($000) $28 Shares 110 Est. Cost $269.70 Unrealized
DOW Dow Inc 0.0%
Value ($000) $28 Shares 804 Est. Cost $42.94 Unrealized -16.2%
Penguin Solutions, Inc. 0.0%
Value ($000) $28 Shares 1,600 Est. Cost $19.19 Unrealized
BLV Vanguard Long-Term Bond ETF 0.0%
Value ($000) $27 Shares 385 Est. Cost $68.43 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $26 Shares 300 Est. Cost $97.31 Unrealized -7.1%
CCI Crown Castle Inc 0.0%
Value ($000) $25 Shares 242 Est. Cost $98.11 Unrealized -9.2%
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $25 Shares 57 Est. Cost $468.46 Unrealized -5.7%
WY Weyerhaeuser Co 0.0%
Value ($000) $25 Shares 852 Est. Cost $30.08 Unrealized -4.1%
AMAT Applied Materials Inc 0.0%
Value ($000) $25 Shares 171 Est. Cost $179.18 Unrealized -7.0%
FV First Trust Dorsey Wright Focus 5 ETF 0.0%
Value ($000) $25 Shares 452 Est. Cost $59.06 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $25 Shares 800 Est. Cost $30.03 Unrealized -4.3%
MKC McCormick & Company Inc 0.0%
Value ($000) $25 Shares 300 Est. Cost $76.10 Unrealized +0.4%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $24 Shares 235 Est. Cost $98.31 Unrealized -2.2%
DD Dupont De Nemours Inc 0.0%
Value ($000) $24 Shares 321 Est. Cost $33.69 Unrealized -5.3%
IBTK iBonds December 2030 Treasury Bond ETF 0.0%
Value ($000) $24 Shares 1,200 Est. Cost $19.19 Unrealized
KKR KKR & Co Inc 0.0%
Value ($000) $24 Shares 204 Est. Cost $145.82 Unrealized -6.1%
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $23 Shares 275 Est. Cost $88.40 Unrealized
IBTL iBonds December 2031 Treasury Bond ETF 0.0%
Value ($000) $23 Shares 1,150 Est. Cost $19.80 Unrealized
WDAY Workday Inc 0.0%
Value ($000) $23 Shares 100 Est. Cost $255.47 Unrealized -0.1%
MFC Manulife Financial Corporation 0.0%
Value ($000) $23 Shares 748 Est. Cost $30.98 Unrealized -2.5%
KOMP SPDR S&P Kensho New Economies Composite ETF 0.0%
Value ($000) $23 Shares 500 Est. Cost $50.83 Unrealized
FDS Factset Resh Sys Inc 0.0%
Value ($000) $23 Shares 51 Est. Cost $468.98 Unrealized -4.0%
MGC Vanguard Mega Cap ETF 0.0%
Value ($000) $23 Shares 115 Est. Cost $212.66 Unrealized
GM General Mtrs Co 0.0%
Value ($000) $23 Shares 492 Est. Cost $51.75 Unrealized -5.7%
RPV Invesco Exchange Traded Fd Tr ETF 0.0%
Value ($000) $23 Shares 250 Est. Cost $90.21 Unrealized
IGE iShares S&P NA Natural Resources ETF 0.0%
Value ($000) $23 Shares 500 Est. Cost $42.73 Unrealized
IVLU Ishares Tr MSCI Intl Vlu ETF 0.0%
Value ($000) $23 Shares 750 Est. Cost $27.11 Unrealized
CAG Conagra Brands Inc. 0.0%
Value ($000) $23 Shares 850 Est. Cost $26.44 Unrealized -7.8%
IMCV iShares Morningstar Mid Cap Value ETF 0.0%
Value ($000) $23 Shares 305 Est. Cost $74.26 Unrealized
CM Canadian Imperial Bank Of Commerce ADR 0.0%
Value ($000) $23 Shares 400 Est. Cost $61.55 Unrealized -4.1%
SCHK Schwab Strategic Tr 1000 Index ETF 0.0%
Value ($000) $22 Shares 826 Est. Cost $28.31 Unrealized
SPDR STOXX Europe 50 Index ETF 0.0%
Value ($000) $22 Shares 500 Est. Cost $39.84 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $22 Shares 500 Est. Cost $58.33 Unrealized +0.5%
SRE Sempra Energy 0.0%
Value ($000) $21 Shares 300 Est. Cost $84.33 Unrealized -10.4%
IGIB iShares Intermediate Credit Bond ETF 0.0%
Value ($000) $21 Shares 406 Est. Cost $51.51 Unrealized
SVAL iShares US Small Cap Value ETF 0.0%
Value ($000) $21 Shares 705 Est. Cost $32.48 Unrealized
LEN Lennar Corp 0.0%
Value ($000) $21 Shares 181 Est. Cost $159.73 Unrealized -22.9%
ICSH Ishares Tr Blackrock Ultra 0.0%
Value ($000) $20 Shares 404 Est. Cost $50.43 Unrealized
NVT Nvent Electric PLC 0.0%
Value ($000) $20 Shares 385 Est. Cost $72.71 Unrealized -14.0%
IVZ Invesco Ltd 0.0%
Value ($000) $20 Shares 1,325 Est. Cost $16.96 Unrealized -3.1%
AIQ Global X Artifical Intelligence & Technology 0.0%
Value ($000) $20 Shares 550 Est. Cost $37.76 Unrealized
AIG American International Group Inc 0.0%
Value ($000) $20 Shares 227 Est. Cost $73.28 Unrealized +3.9%
ESGV Vanguard ESG U.S. Stock ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $104.89 Unrealized
ACN Accenture Plc Ireland 0.0%
Value ($000) $19 Shares 62 Est. Cost $354.74 Unrealized -1.5%
Blackrock Ltd Duration Inc Etf Com Shs 0.0%
Value ($000) $19 Shares 1,350 Est. Cost $14.14 Unrealized
VTWO Vanguard Scottsdale Fds 0.0%
Value ($000) $19 Shares 236 Est. Cost $89.33 Unrealized
IOSP Innospec Inc Com 0.0%
Value ($000) $19 Shares 200 Est. Cost $111.62 Unrealized -7.2%
DLTR Dollar Tree Inc 0.0%
Value ($000) $19 Shares 250 Est. Cost $68.64 Unrealized +4.2%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $19 Shares 414 Est. Cost $44.04 Unrealized
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $19 Shares 350 Est. Cost $56.48 Unrealized
EIX Edison International 0.0%
Value ($000) $19 Shares 316 Est. Cost $78.92 Unrealized -30.5%
CANE Teucrium Commodity Tr Sugar Fd ETF 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $11.43 Unrealized
ESGU iShares ESG Aware MSCI USA ETF 0.0%
Value ($000) $18 Shares 150 Est. Cost $128.82 Unrealized
KNF Knife Riv Hldg Co 0.0%
Value ($000) $18 Shares 194 Est. Cost $97.72 Unrealized -0.3%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $17 Shares 100 Est. Cost $163.42 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $17 Shares 500 Est. Cost $31.07 Unrealized -0.1%
IUSV Ishares Tr Core S&P U S Value ETF 0.0%
Value ($000) $17 Shares 180 Est. Cost $92.40 Unrealized
VGSH Vanguard Short Term Treasury ETF 0.0%
Value ($000) $16 Shares 280 Est. Cost $58.18 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $16 Shares 62 Est. Cost $295.42 Unrealized -3.7%
Hess Corp 0.0%
Value ($000) $16 Shares 100 Est. Cost $159.73 Unrealized
EA Electronic Arts Inc Com 0.0%
Value ($000) $16 Shares 110 Est. Cost $153.06 Unrealized -12.1%
XOP Spdr Ser Tr S&P Oil Gas Expl & Prodtn ETF 0.0%
Value ($000) $16 Shares 119 Est. Cost $132.37 Unrealized
AMTM Amentum Holdings Inc Com 0.0%
Value ($000) $16 Shares 852 Est. Cost $25.85 Unrealized -21.2%
SLV iShares Silver Trust ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $26.33 Unrealized
ETR Entergy Corporation 0.0%
Value ($000) $15 Shares 180 Est. Cost $69.96 Unrealized +15.0%
TSCO Tractor Supply Co 0.0%
Value ($000) $15 Shares 275 Est. Cost $55.43 Unrealized -2.7%
IWN iShares Russell 2000 Value Index ETF 0.0%
Value ($000) $15 Shares 100 Est. Cost $164.17 Unrealized
STT State Street Corporation 0.0%
Value ($000) $15 Shares 167 Est. Cost $91.24 Unrealized +1.7%
FBND Fidelity Merrimack Str Tr Total Bd Etf 0.0%
Value ($000) $15 Shares 325 Est. Cost $44.87 Unrealized
SCHI Schwab Strategic Tr 5-10 yr Corp Bd 0.0%
Value ($000) $15 Shares 660 Est. Cost $22.07 Unrealized
ARKG Ark Tr Genomic Revolution ETF 0.0%
Value ($000) $15 Shares 700 Est. Cost $23.55 Unrealized
IUSG iShares Cor SP US Growth ETF 0.0%
Value ($000) $14 Shares 114 Est. Cost $132.57 Unrealized
Virtus Convertible & Income Fund II 0.0%
Value ($000) $14 Shares 1,250 Est. Cost $11.56 Unrealized
Rocket Lab USA Inc 0.0%
Value ($000) $14 Shares 800 Est. Cost $25.47 Unrealized
BNS Bank N S Halifax ADR 0.0%
Value ($000) $14 Shares 300 Est. Cost $51.65 Unrealized -5.8%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $14 Shares 50 Est. Cost $326.48 Unrealized +12.4%
STX Seagate Technology Hldngs Plc 0.0%
Value ($000) $14 Shares 166 Est. Cost $98.15 Unrealized -5.4%
ROKU ROKU Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $75.79 Unrealized +5.6%
IR Ingersoll Rand Inc 0.0%
Value ($000) $14 Shares 176 Est. Cost $99.45 Unrealized -12.5%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $14 Shares 335 Est. Cost $40.67 Unrealized
ALGT Allegiant Travel Company 0.0%
Value ($000) $14 Shares 270 Est. Cost $72.90 Unrealized +10.2%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $14 Shares 74 Est. Cost $175.97 Unrealized -2.0%
Gabelli Equity Tr Inc 0.0%
Value ($000) $13 Shares 2,423 Est. Cost $5.38 Unrealized
OZK Bank Ozk 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.52 Unrealized +4.5%
QUIK Quicklogic Corp New 0.0%
Value ($000) $13 Shares 2,500 Est. Cost $8.11 Unrealized -7.5%
PHM Pulte Group Inc 0.0%
Value ($000) $12 Shares 120 Est. Cost $128.60 Unrealized -16.7%
REGN Regeneron Pharmaceuticals Inc Com 0.0%
Value ($000) $12 Shares 19 Est. Cost $834.60 Unrealized -18.0%
BAX Baxter International Inc 0.0%
Value ($000) $12 Shares 338 Est. Cost $32.95 Unrealized -2.4%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $12 Shares 216 Est. Cost $72.60 Unrealized -23.7%
OHI Omega Healthcare Investors Inc REIT 0.0%
Value ($000) $11 Shares 300 Est. Cost $37.85 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $11 Shares 213 Est. Cost $40.68 Unrealized +24.2%
Nuveen Amt-Free Mun Income F 0.0%
Value ($000) $11 Shares 1,015 Est. Cost $11.28 Unrealized
IWP iShares Russell Midcap Growth ETF 0.0%
Value ($000) $11 Shares 94 Est. Cost $126.76 Unrealized
AL Air Lease Corp Class A 0.0%
Value ($000) $11 Shares 227 Est. Cost $46.22 Unrealized 0.0%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $11 Shares 35 Est. Cost $343.40 Unrealized
LBTYK Liberty Global Ltd Class C 0.0%
Value ($000) $11 Shares 900 Est. Cost $12.35 Unrealized -2.5%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $10 Shares 60 Est. Cost $188.91 Unrealized -2.1%
Gabelli Dividend & Income Tr 0.0%
Value ($000) $10 Shares 419 Est. Cost $24.15 Unrealized
XSD SPDR S&P Semiconductor ETF 0.0%
Value ($000) $10 Shares 50 Est. Cost $248.46 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $10 Shares 43 Est. Cost $225.20 Unrealized +1.0%
VDE Vanguard Energy ETF 0.0%
Value ($000) $10 Shares 75 Est. Cost $121.31 Unrealized
ILTB iShares Core Long-Term USD Bond ETF 0.0%
Value ($000) $10 Shares 193 Est. Cost $48.65 Unrealized
MRSH Marsh & McLennan Companies Inc 0.0%
Value ($000) $10 Shares 39 Est. Cost $217.77 Unrealized +2.6%
WPC W P Carey Inc REIT 0.0%
Value ($000) $9 Shares 150 Est. Cost $54.48 Unrealized
GRID First Trust Smart Grid Infrastructure ETF 0.0%
Value ($000) $9 Shares 80 Est. Cost $119.34 Unrealized
CRL Charles River Laboratories 0.0%
Value ($000) $9 Shares 60 Est. Cost $192.63 Unrealized -13.0%
OEF Ishares Tr S&P 100 ETF 0.0%
Value ($000) $9 Shares 33 Est. Cost $288.85 Unrealized
Teucrium Commodity Tr Wheat Fd ETF 0.0%
Value ($000) $9 Shares 1,900 Est. Cost $4.82 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $9 Shares 350 Est. Cost $28.28 Unrealized -9.5%
Sunrise Communications Ag ADR 0.0%
Value ($000) $9 Shares 180 Est. Cost $43.08 Unrealized
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $82.62 Unrealized
APPN Appian Corp Class A 0.0%
Value ($000) $9 Shares 300 Est. Cost $35.74 Unrealized -8.4%
IGLB iShares 10 Year Credit Bond Fund ETF 0.0%
Value ($000) $9 Shares 170 Est. Cost $49.40 Unrealized
PLTR Palantir Technologies Inc Class A 0.0%
Value ($000) $8 Shares 100 Est. Cost $58.25 Unrealized +50.8%
SPTM Spdr Ser Tr Portfoli S&P1500 ETF 0.0%
Value ($000) $8 Shares 123 Est. Cost $71.43 Unrealized
IVOG Vanguard Admiral Fds Inc Midcp 400 Grw ETF 0.0%
Value ($000) $8 Shares 80 Est. Cost $112.69 Unrealized
GE General Electric Co New 0.0%
Value ($000) $8 Shares 40 Est. Cost $177.15 Unrealized +10.5%
Barrick Gold Corporation 0.0%
Value ($000) $8 Shares 403 Est. Cost $19.44 Unrealized
WEN Wendys Co 0.0%
Value ($000) $8 Shares 531 Est. Cost $18.25 Unrealized -17.6%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.78 Unrealized
JCI Johnson Controls International Plc 0.0%
Value ($000) $8 Shares 95 Est. Cost $79.25 Unrealized +3.0%
RF Regions Financial Corp 0.0%
Value ($000) $8 Shares 350 Est. Cost $23.54 Unrealized -4.8%
CAR Avis Budget Group 0.0%
Value ($000) $8 Shares 100 Est. Cost $91.18 Unrealized -11.9%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $8 Shares 150 Est. Cost $60.27 Unrealized -9.8%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $7 Shares 40 Est. Cost $198.18 Unrealized
RWR SPDR Dow Jones REIT ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $98.87 Unrealized
ECG Everus Constr Group 0.0%
Value ($000) $7 Shares 194 Est. Cost $62.93 Unrealized -14.5%
HASI Hannon Armstrong Sust Infr Cap 0.0%
Value ($000) $7 Shares 240 Est. Cost $29.11 Unrealized -8.0%
VHT Vanguard Healthcare Index ETF 0.0%
Value ($000) $7 Shares 25 Est. Cost $253.68 Unrealized
IUSB Ishares Tr Core Total Bd Mkt ETF 0.0%
Value ($000) $7 Shares 143 Est. Cost $45.20 Unrealized
TMUS T Mobile Us Inc Com 0.0%
Value ($000) $6 Shares 24 Est. Cost $223.42 Unrealized +8.8%
SLB Schlumberger Limited 0.0%
Value ($000) $6 Shares 151 Est. Cost $40.51 Unrealized -1.5%
RSG Republic Svcs Inc Com 0.0%
Value ($000) $6 Shares 26 Est. Cost $204.32 Unrealized +8.6%
TFSL TFS Financial Corporation 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.05 Unrealized -1.8%
AA Alcoa Corporation 0.0%
Value ($000) $6 Shares 200 Est. Cost $40.99 Unrealized -15.6%
TAP Molson Coors Brewing Company 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.94 Unrealized -0.5%
QQQJ Invesco NASDASQ Next Gen 100 ETF 0.0%
Value ($000) $6 Shares 205 Est. Cost $30.88 Unrealized
VOE Vanguard Index Fds Mcap 0.0%
Value ($000) $6 Shares 36 Est. Cost $161.78 Unrealized
JEPI JPMorgan Equity Premium ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.14 Unrealized
HPQ Hp Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.20 Unrealized -11.2%
AAL American Airlines Group Inc 0.0%
Value ($000) $5 Shares 500 Est. Cost $14.38 Unrealized +4.8%
PPL PPL Corporation 0.0%
Value ($000) $5 Shares 145 Est. Cost $31.71 Unrealized +3.8%
AON Aon Plc Shs Cl A 0.0%
Value ($000) $5 Shares 13 Est. Cost $365.26 Unrealized +4.5%
ROBO ROBO Global Robotics & Automation Index ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $56.26 Unrealized
STCE Schwab Strategic Tr Crypto Thematic ETF 0.0%
Value ($000) $5 Shares 156 Est. Cost $44.78 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $5 Shares 105 Est. Cost $44.64 Unrealized -3.1%
GWW W W Grainger Inc 0.0%
Value ($000) $5 Shares 5 Est. Cost $1116.02 Unrealized -8.1%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $5 Shares 60 Est. Cost $90.07 Unrealized
FLO Flowers Foods Inc 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.40 Unrealized -12.0%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $5 Shares 25 Est. Cost $222.56 Unrealized -5.9%
FHN First Horizon National Corp 0.0%
Value ($000) $5 Shares 239 Est. Cost $18.17 Unrealized +10.3%
VMBS Vanguard Scottsdale Mortgage-Backed ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.34 Unrealized
NANR SPDR S&P North American Natural Resources ETF 0.0%
Value ($000) $5 Shares 83 Est. Cost $51.11 Unrealized
LHX L3 Harris Technologies Inc 0.0%
Value ($000) $5 Shares 22 Est. Cost $234.55 Unrealized -12.2%
TM Toyota Motor Corp Sp (ADR) Rep2 0.0%
Value ($000) $4 Shares 25 Est. Cost $194.60 Unrealized
CSIQ Canadian Solar Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $12.90 Unrealized -18.4%
FLEX Flextronics International Ltd 0.0%
Value ($000) $4 Shares 125 Est. Cost $37.01 Unrealized +5.9%
ALC Alcon Inc 0.0%
Value ($000) $4 Shares 43 Est. Cost $89.86 Unrealized -0.5%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $4 Shares 28 Est. Cost $148.83 Unrealized -2.5%
VTRS Viatris Inc 0.0%
Value ($000) $4 Shares 466 Est. Cost $11.63 Unrealized -13.9%
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $4 Shares 168 Est. Cost $23.68 Unrealized
NCLH Norwegian Cruise Line Holdings Lt 0.0%
Value ($000) $4 Shares 200 Est. Cost $25.28 Unrealized -4.7%
BITO Proshares Bitcoin Strategy ETF 0.0%
Value ($000) $4 Shares 206 Est. Cost $22.78 Unrealized
HYDR Global X Funds Global X Hydrogen ETF 0.0%
Value ($000) $4 Shares 220 Est. Cost $17.59 Unrealized
ARM Arm Holdings Plc ADR 0.0%
Value ($000) $4 Shares 35 Est. Cost $123.37 Unrealized
FUN Six Flags Entertainment Corp. 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.85 Unrealized -3.0%
SPGI S&p Global Inc Com 0.0%
Value ($000) $4 Shares 7 Est. Cost $503.12 Unrealized +0.9%
GSAT Globalstar Inc New 0.0%
Value ($000) $3 Shares 166 Est. Cost $24.21 Unrealized 0.0%
SMCI Super Micro Computer Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.35 Unrealized +4.4%
EL Estee Lauder Companies Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $77.36 Unrealized -8.0%
MTB M&T Bank Corporation 0.0%
Value ($000) $3 Shares 18 Est. Cost $192.14 Unrealized -4.0%
RIVN Rivian Automotive Inc 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.51 Unrealized +9.3%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $3 Shares 200 Est. Cost $20.44 Unrealized -5.1%
GEO Geo Group Inc New 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.17 Unrealized +29.3%
CTRA Coterra Energy Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.92 Unrealized +12.8%
OC Owens Corning 0.0%
Value ($000) $3 Shares 20 Est. Cost $186.85 Unrealized -11.5%
MSCI MSCI Inc Com 0.0%
Value ($000) $3 Shares 5 Est. Cost $591.72 Unrealized -2.8%
WBD Warner Bros Discovery Inc Series A 0.0%
Value ($000) $3 Shares 257 Est. Cost $9.29 Unrealized +12.6%
NDAQ Nasdaq Inc 0.0%
Value ($000) $3 Shares 36 Est. Cost $76.22 Unrealized +2.0%
ARAY Accuray Inc 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $1.89 Unrealized +10.6%
TOL Toll Brothers Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $148.49 Unrealized -19.1%
MRP Millrose Pptys Inc Class A 0.0%
Value ($000) $2 Shares 90 Est. Cost $26.51 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.66 Unrealized -7.6%
BIL Spdr Ser Tr Spdr Bloomberg 0.0%
Value ($000) $2 Shares 23 Est. Cost $91.43 Unrealized
SNBR Sleep Number Corp 0.0%
Value ($000) $2 Shares 300 Est. Cost $15.52 Unrealized -13.8%
BKU BankUnited Inc 0.0%
Value ($000) $2 Shares 52 Est. Cost $36.91 Unrealized -1.2%
MPWR Monolithic Pwr Sys Inc 0.0%
Value ($000) $2 Shares 3 Est. Cost $716.72 Unrealized -12.8%
SOXX iShares Semiconductor ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $215.44 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.84 Unrealized +1.2%
MLPA Global X MLP ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $49.40 Unrealized
VITL Vital Farms Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.56 Unrealized +1.2%
OGN Organon & Co 0.0%
Value ($000) $1 Shares 99 Est. Cost $15.75 Unrealized -4.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $161.18 Unrealized +2.4%
CLSK Cleanspark Inc New 0.0%
Value ($000) $1 Shares 200 Est. Cost $12.11 Unrealized -21.8%
SIRI SiriusXM Holdings Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.50 Unrealized -7.6%
BRKR Bruker Corp 0.0%
Value ($000) $1 Shares 24 Est. Cost $58.77 Unrealized -11.9%
NXT Nextracker Inc Class A 0.0%
Value ($000) $1 Shares 21 Est. Cost $36.62 Unrealized +21.4%
HSY The Hershey Company 0.0%
Value ($000) $1 Shares 4 Est. Cost $172.88 Unrealized -7.9%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $1 Shares 54 Est. Cost $9.33 Unrealized
NLOP Net Lease Office Properties 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.20 Unrealized
NBIS Yandex N V Shs Class A 0.0%
Value ($000) $0 Shares 14 Est. Cost $24.38 Unrealized +34.9%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.86 Unrealized +14.3%