Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 17, 2025

Total Value ($000): $1,551,331 (100.0% shares, 0.0% debt)

Holdings (637)

IWD ISHARES RUSSELL 1000 VALUE (MKT) 9.9%
Value ($000) $154,249 Shares 794,158 Est. Cost $138.35 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH 9.7%
Value ($000) $150,582 Shares 354,660 Est. Cost $150.79 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 8.7%
Value ($000) $134,817 Shares 1,831,010 Est. Cost $73.52 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 8.1%
Value ($000) $125,490 Shares 2,201,201 Est. Cost $47.41 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 6.8%
Value ($000) $105,183 Shares 1,143,667 Est. Cost $69.24 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 4.8%
Value ($000) $74,978 Shares 679,028 Est. Cost $110.46 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 3.9%
Value ($000) $60,908 Shares 766,139 Est. Cost $77.72 Unrealized
JPM JP MORGAN CHASE & CO 3.7%
Value ($000) $58,091 Shares 200,377 Est. Cost $81.58 Unrealized +209.7%
GLD SPDR GOLD SHARES (MKT) 2.7%
Value ($000) $41,496 Shares 136,128 Est. Cost $190.44 Unrealized
WMT WALMART INC 2.5%
Value ($000) $38,485 Shares 393,590 Est. Cost $51.81 Unrealized +82.9%
VGIT VANGUARD INTER-TRM TREAS INDEX 2.5%
Value ($000) $38,059 Shares 636,331 Est. Cost $59.30 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME 2.4%
Value ($000) $37,094 Shares 652,489 Est. Cost $55.51 Unrealized
GOOG ALPHABET INC 2.1%
Value ($000) $32,419 Shares 182,756 Est. Cost $109.92 Unrealized +50.0%
AAPL APPLE INC 2.1%
Value ($000) $32,278 Shares 157,322 Est. Cost $91.60 Unrealized +119.9%
OEF ISHARES S&P 100 (MKT) 2.1%
Value ($000) $31,870 Shares 104,716 Est. Cost $114.29 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.7%
Value ($000) $26,743 Shares 244,698 Est. Cost $104.62 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 1.7%
Value ($000) $26,480 Shares 104,569 Est. Cost $62.38 Unrealized
VOO VANGUARD S&P 500 ETF 1.7%
Value ($000) $26,394 Shares 46,466 Est. Cost $567.44 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 1.7%
Value ($000) $25,953 Shares 222,411 Est. Cost $164.40 Unrealized -29.8%
XLE ENERGY SELECT SECTOR SPDR FUND 1.6%
Value ($000) $24,451 Shares 288,304 Est. Cost $84.81 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $22,713 Shares 45,663 Est. Cost $100.70 Unrealized +329.4%
IYH ISHARES US HEALTHCARE (MKT) 1.5%
Value ($000) $22,593 Shares 400,018 Est. Cost $84.88 Unrealized
SPY SPDR S&P 500 (MKT) 1.2%
Value ($000) $18,901 Shares 30,592 Est. Cost $291.94 Unrealized
GD GENERAL DYNAMICS CORP 1.1%
Value ($000) $17,189 Shares 58,935 Est. Cost $215.83 Unrealized +26.2%
CMA COMERICA INC 1.0%
Value ($000) $15,069 Shares 252,624 Est. Cost $41.62 Unrealized +30.3%
NVDA NVIDIA CORP 0.8%
Value ($000) $12,330 Shares 78,041 Est. Cost $94.43 Unrealized +33.2%
AMZN AMAZON COM INC 0.4%
Value ($000) $5,727 Shares 26,102 Est. Cost $140.87 Unrealized +40.5%
BRK/B BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $5,290 Shares 10,889 Est. Cost $268.96 Unrealized +88.8%
GOOGL ALPHABET INC 0.3%
Value ($000) $4,719 Shares 26,779 Est. Cost $122.02 Unrealized +33.8%
AVGO BROADCOM INC 0.3%
Value ($000) $3,907 Shares 14,175 Est. Cost $156.06 Unrealized +38.4%
IVV ISHARES CORE S&P 500 (MKT) 0.2%
Value ($000) $3,775 Shares 6,080 Est. Cost $341.16 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $3,584 Shares 28,838 Est. Cost $98.72 Unrealized +22.5%
MRK MERCK & CO INC 0.2%
Value ($000) $3,556 Shares 44,928 Est. Cost $76.03 Unrealized +1.8%
ORCL ORACLE CORP 0.2%
Value ($000) $3,390 Shares 15,506 Est. Cost $47.60 Unrealized +237.9%
KO COCA COLA CO 0.2%
Value ($000) $3,300 Shares 46,643 Est. Cost $42.05 Unrealized +66.0%
HD HOME DEPOT INC 0.2%
Value ($000) $3,260 Shares 8,892 Est. Cost $199.14 Unrealized +78.7%
LLY ELI LILLY & CO 0.2%
Value ($000) $3,067 Shares 3,935 Est. Cost $190.80 Unrealized +305.3%
SO SOUTHERN CO 0.2%
Value ($000) $3,061 Shares 33,328 Est. Cost $51.62 Unrealized +70.5%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.2%
Value ($000) $2,974 Shares 47,957 Est. Cost $78.98 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,871 Shares 18,797 Est. Cost $100.97 Unrealized +49.4%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $2,817 Shares 17,684 Est. Cost $98.26 Unrealized +63.6%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2,743 Shares 25,442 Est. Cost $61.61 Unrealized +69.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2,726 Shares 19,038 Est. Cost $93.11 Unrealized +47.1%
V VISA INC COM CL A 0.2%
Value ($000) $2,616 Shares 7,368 Est. Cost $164.27 Unrealized +111.2%
UNP UNION PAC CORP 0.2%
Value ($000) $2,503 Shares 10,879 Est. Cost $121.04 Unrealized +80.5%
SYK STRYKER CORP 0.2%
Value ($000) $2,379 Shares 6,012 Est. Cost $114.69 Unrealized +223.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $2,261 Shares 7,249 Est. Cost $316.62 Unrealized +18.4%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $2,247 Shares 15,180 Est. Cost $94.58 Unrealized +61.2%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $1,966 Shares 28,342 Est. Cost $29.25 Unrealized +106.4%
ACWX ISHARES MSCI ACWI EX US 0.1%
Value ($000) $1,941 Shares 31,852 Est. Cost $52.10 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $1,923 Shares 1,943 Est. Cost $367.79 Unrealized +169.4%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,857 Shares 78,938 Est. Cost $14.47 Unrealized +42.2%
VUG VANGUARD GROWTH ETF (MKT) 0.1%
Value ($000) $1,751 Shares 3,994 Est. Cost $305.40 Unrealized
DFAC U S CORE EQUITY 2 0.1%
Value ($000) $1,726 Shares 48,163 Est. Cost $29.02 Unrealized
ABBV ABBVIE INC SR NT 0.1%
Value ($000) $1,703 Shares 9,174 Est. Cost $67.97 Unrealized +168.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,699 Shares 3,079 Est. Cost $349.61 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,569 Shares 5,370 Est. Cost $165.18 Unrealized +83.8%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $1,558 Shares 9,413 Est. Cost $187.80 Unrealized -21.4%
META META PLATFORMS INC 0.1%
Value ($000) $1,543 Shares 2,090 Est. Cost $517.77 Unrealized +19.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,527 Shares 21,993 Est. Cost $61.28 Unrealized +11.1%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,498 Shares 4,857 Est. Cost $178.07 Unrealized +69.8%
MA MASTERCARD INC 0.1%
Value ($000) $1,408 Shares 2,506 Est. Cost $263.37 Unrealized +109.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,404 Shares 3,617 Est. Cost $246.48 Unrealized +34.2%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $1,296 Shares 13,310 Est. Cost $75.04 Unrealized +5.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,289 Shares 4,041 Est. Cost $94.98 Unrealized +194.1%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,265 Shares 10,261 Est. Cost $34.62 Unrealized +169.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,237 Shares 4,069 Est. Cost $165.78 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,225 Shares 5,519 Est. Cost $95.90 Unrealized +130.1%
ITOT ISHARES CORE S&P TOTAL US STOCK 0.1%
Value ($000) $1,224 Shares 9,066 Est. Cost $101.51 Unrealized
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.1%
Value ($000) $1,198 Shares 7,285 Est. Cost $155.32 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,190 Shares 8,660 Est. Cost $78.63 Unrealized +73.2%
ETN EATON CORP PLC 0.1%
Value ($000) $1,170 Shares 3,278 Est. Cost $194.59 Unrealized +57.6%
PEP PEPSICO INC 0.1%
Value ($000) $1,166 Shares 8,832 Est. Cost $95.77 Unrealized +36.8%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $1,115 Shares 4,276 Est. Cost $137.87 Unrealized +85.7%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,101 Shares 6,626 Est. Cost $58.12 Unrealized +154.4%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $1,098 Shares 9,969 Est. Cost $81.89 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1,092 Shares 8,845 Est. Cost $50.28 Unrealized +150.4%
CI THE CIGNA GROUP 0.1%
Value ($000) $1,077 Shares 3,258 Est. Cost $241.40 Unrealized +31.7%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,003 Shares 7,376 Est. Cost $84.21 Unrealized +55.1%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $988 Shares 3,475 Est. Cost $212.88 Unrealized
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $980 Shares 3,435 Est. Cost $95.25 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $979 Shares 5,377 Est. Cost $70.51 Unrealized +137.4%
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $963 Shares 19,967 Est. Cost $42.02 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $948 Shares 12,235 Est. Cost $28.48 Unrealized +155.7%
CATH GLOBAL X S&P 500 CATHOLIC VALUES 0.1%
Value ($000) $925 Shares 12,257 Est. Cost $60.15 Unrealized
GOVT ISHARES CORE U.S. TREASURY BOND 0.1%
Value ($000) $901 Shares 39,226 Est. Cost $22.83 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $891 Shares 20,722 Est. Cost $38.66 Unrealized -1.7%
GPN GLOBAL PAYMENTS INC 0.1%
Value ($000) $887 Shares 11,085 Est. Cost $123.74 Unrealized -36.6%
EFA ISHARES MSCI EAFE (MKT) 0.1%
Value ($000) $885 Shares 9,905 Est. Cost $75.37 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $874 Shares 3,752 Est. Cost $156.20 Unrealized +27.8%
ZTS ZOETIS INC 0.1%
Value ($000) $869 Shares 5,571 Est. Cost $173.62 Unrealized -9.4%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $866 Shares 18,308 Est. Cost $26.18 Unrealized +58.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $847 Shares 2,089 Est. Cost $354.02 Unrealized +17.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $846 Shares 1,828 Est. Cost $203.92 Unrealized +125.1%
VO VANGUARD MID-CAP ETF (MKT) 0.1%
Value ($000) $841 Shares 3,005 Est. Cost $178.27 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $822 Shares 9,040 Est. Cost $96.40 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $818 Shares 6,600 Est. Cost $104.72 Unrealized -1.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $804 Shares 3,377 Est. Cost $102.17 Unrealized +101.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $786 Shares 2,665 Est. Cost $134.74 Unrealized +88.4%
BLK BLACKROCK INC 0.0%
Value ($000) $753 Shares 718 Est. Cost $991.05 Unrealized -5.8%
DE DEERE & CO 0.0%
Value ($000) $743 Shares 1,461 Est. Cost $134.80 Unrealized +259.5%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $736 Shares 1,682 Est. Cost $327.93 Unrealized +19.8%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $699 Shares 3,055 Est. Cost $85.37 Unrealized +169.0%
HSY HERSHEY CO 0.0%
Value ($000) $697 Shares 4,200 Est. Cost $102.02 Unrealized +58.4%
DINO HF SINCLAIR CORPORATION 0.0%
Value ($000) $647 Shares 15,745 Est. Cost $41.10 Unrealized -18.4%
NFLX NETFLIX INC 0.0%
Value ($000) $639 Shares 477 Est. Cost $84.04 Unrealized +34.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $638 Shares 4,004 Est. Cost $134.60 Unrealized +7.7%
RTX RTX CORPORATION 0.0%
Value ($000) $621 Shares 4,253 Est. Cost $58.12 Unrealized +126.7%
TSLA TESLA INC 0.0%
Value ($000) $599 Shares 1,887 Est. Cost $240.49 Unrealized +25.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $591 Shares 10,079 Est. Cost $30.87 Unrealized +81.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $588 Shares 8,408 Est. Cost $59.50 Unrealized
XLU UTILITIES SELECT SECTOR SPDRR 0.0%
Value ($000) $571 Shares 6,987 Est. Cost $79.52 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $565 Shares 4,786 Est. Cost $66.92 Unrealized +72.5%
MMM 3M CO 0.0%
Value ($000) $550 Shares 3,611 Est. Cost $105.99 Unrealized +33.3%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $549 Shares 2,998 Est. Cost $112.42 Unrealized +40.1%
CB CHUBB LIMITED 0.0%
Value ($000) $544 Shares 1,879 Est. Cost $211.34 Unrealized +35.8%
DFUV DIMENSIONAL US MARKETWIDE VALUE 0.0%
Value ($000) $542 Shares 12,818 Est. Cost $37.27 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $541 Shares 2,115 Est. Cost $132.66 Unrealized +75.7%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $540 Shares 2,182 Est. Cost $152.68 Unrealized +55.3%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $526 Shares 2,178 Est. Cost $198.44 Unrealized +11.1%
INTU INTUIT 0.0%
Value ($000) $515 Shares 654 Est. Cost $253.62 Unrealized +165.9%
MUB ISHARES NATIONAL AMT-FREE MUNI 0.0%
Value ($000) $509 Shares 4,872 Est. Cost $104.48 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $508 Shares 1,586 Est. Cost $90.19 Unrealized +263.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $506 Shares 4,175 Est. Cost $115.11 Unrealized +2.3%
CSX CSX CORP 0.0%
Value ($000) $501 Shares 15,344 Est. Cost $29.33 Unrealized +1.6%
NPO ENPRO INC 0.0%
Value ($000) $498 Shares 2,601 Est. Cost $57.38 Unrealized +197.9%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $496 Shares 3,871 Est. Cost $112.75 Unrealized +12.1%
JOE ST JOE CO 0.0%
Value ($000) $491 Shares 10,296 Est. Cost $15.81 Unrealized +182.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $452 Shares 6,700 Est. Cost $63.60 Unrealized +2.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $444 Shares 4,006 Est. Cost $54.87 Unrealized +90.3%
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value ($000) $441 Shares 13,450 Est. Cost $32.81 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $437 Shares 3,274 Est. Cost $71.48 Unrealized +58.8%
ASO ACADEMY SPORTS & OUTDOORS INC 0.0%
Value ($000) $436 Shares 9,726 Est. Cost $41.40 Unrealized -0.6%
FCN FTI CONSULTING INC 0.0%
Value ($000) $431 Shares 2,670 Est. Cost $120.81 Unrealized +35.1%
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $430 Shares 1,815 Est. Cost $166.91 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $423 Shares 3,940 Est. Cost $49.06 Unrealized +106.3%
PFE PFIZER INC 0.0%
Value ($000) $423 Shares 17,451 Est. Cost $21.04 Unrealized +6.2%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $416 Shares 16,396 Est. Cost $13.48 Unrealized +83.9%
RSPT INVESCO S&P500 EQUAL WEIGHT TECH 0.0%
Value ($000) $408 Shares 10,000 Est. Cost $32.64 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $406 Shares 1,954 Est. Cost $106.48 Unrealized +63.7%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $404 Shares 9,175 Est. Cost $20.88 Unrealized +91.4%
VTV VANGUARD VALUE INDEX FUND ETF 0.0%
Value ($000) $404 Shares 2,285 Est. Cost $126.76 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $403 Shares 1,443 Est. Cost $243.07 Unrealized +14.3%
SYY SYSCO CORP 0.0%
Value ($000) $401 Shares 5,297 Est. Cost $49.55 Unrealized +43.5%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $393 Shares 6,428 Est. Cost $47.61 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $380 Shares 3,000 Est. Cost $135.85 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $378 Shares 2,687 Est. Cost $68.01 Unrealized +77.9%
JBL JABIL CIRCUIT INC 0.0%
Value ($000) $370 Shares 1,695 Est. Cost $120.79 Unrealized +34.1%
DFAT U S TARGET VALUE ETF 0.0%
Value ($000) $367 Shares 6,799 Est. Cost $45.66 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN ETF 0.0%
Value ($000) $361 Shares 3,836 Est. Cost $81.56 Unrealized
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $360 Shares 2,713 Est. Cost $78.90 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $356 Shares 4,438 Est. Cost $48.04 Unrealized +48.1%
HRMY HARMONY BIOSCIENCES HLDGS INC 0.0%
Value ($000) $352 Shares 11,127 Est. Cost $33.47 Unrealized -3.9%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $349 Shares 2,774 Est. Cost $123.68 Unrealized -7.3%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $339 Shares 1,201 Est. Cost $124.55 Unrealized +115.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $337 Shares 3,753 Est. Cost $91.55 Unrealized -3.9%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $332 Shares 1,240 Est. Cost $123.76 Unrealized +110.7%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $329 Shares 850 Est. Cost $472.70 Unrealized -18.5%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $326 Shares 9,000 Est. Cost $27.32 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $323 Shares 2,278 Est. Cost $118.85 Unrealized -8.4%
UTHR UNITED THERAPEUTICS CORP 0.0%
Value ($000) $319 Shares 1,111 Est. Cost $203.30 Unrealized +47.0%
RPV INVESCO S&P 500 PURE VAL ETF 0.0%
Value ($000) $317 Shares 3,384 Est. Cost $85.65 Unrealized
HELO JPMORGAN HEDGED EQUITY LDRD 0.0%
Value ($000) $313 Shares 5,006 Est. Cost $59.68 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $310 Shares 2,132 Est. Cost $56.25 Unrealized +162.2%
ADSK AUTODESK INC 0.0%
Value ($000) $307 Shares 993 Est. Cost $150.14 Unrealized +89.0%
ACN ACCENTURE PLC 0.0%
Value ($000) $305 Shares 1,021 Est. Cost $284.04 Unrealized +6.6%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $299 Shares 1,315 Est. Cost $197.11 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $292 Shares 3,215 Est. Cost $69.79 Unrealized +29.0%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $288 Shares 1,409 Est. Cost $123.03 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $287 Shares 6,639 Est. Cost $34.12 Unrealized +22.6%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $286 Shares 1,161 Est. Cost $71.10 Unrealized +244.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $285 Shares 2,210 Est. Cost $96.94 Unrealized +35.9%
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $285 Shares 2,435 Est. Cost $89.24 Unrealized +22.3%
NVS NOVARTIS AG 0.0%
Value ($000) $281 Shares 2,319 Est. Cost $84.00 Unrealized
BA BOEING CO 0.0%
Value ($000) $278 Shares 1,328 Est. Cost $292.28 Unrealized -35.4%
CTAS CINTAS CORP 0.0%
Value ($000) $276 Shares 1,240 Est. Cost $188.25 Unrealized +13.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $274 Shares 2,993 Est. Cost $65.45 Unrealized +30.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $274 Shares 3,500 Est. Cost $62.67 Unrealized +19.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $271 Shares 1,242 Est. Cost $79.27 Unrealized +157.7%
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $264 Shares 2,355 Est. Cost $67.09 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $262 Shares 17,056 Est. Cost $9.59 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $261 Shares 556 Est. Cost $412.29 Unrealized +9.7%
IMCV ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $261 Shares 3,430 Est. Cost $76.64 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $260 Shares 1,222 Est. Cost $180.94 Unrealized +2.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $258 Shares 1,498 Est. Cost $159.12 Unrealized +13.4%
FAS DIREXION DAILY FINANCIAL BULL 3X 0.0%
Value ($000) $256 Shares 1,520 Est. Cost $129.79 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $254 Shares 5,488 Est. Cost $47.53 Unrealized -0.7%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $251 Shares 9,482 Est. Cost $43.77 Unrealized
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $251 Shares 4,854 Est. Cost $41.09 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $242 Shares 2,290 Est. Cost $50.12 Unrealized +106.8%
HPQ HP INC 0.0%
Value ($000) $241 Shares 9,841 Est. Cost $13.79 Unrealized +79.2%
HUM HUMANA INC 0.0%
Value ($000) $236 Shares 967 Est. Cost $88.83 Unrealized +177.7%
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $236 Shares 1,496 Est. Cost $151.32 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $236 Shares 333 Est. Cost $380.64 Unrealized +50.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $233 Shares 2,559 Est. Cost $57.84 Unrealized +43.8%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $233 Shares 12,220 Est. Cost $25.29 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $232 Shares 2,729 Est. Cost $50.80 Unrealized +40.1%
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $231 Shares 864 Est. Cost $156.73 Unrealized +64.3%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $228 Shares 1,642 Est. Cost $116.02 Unrealized
TMUS T MOBILE US INC COM 0.0%
Value ($000) $225 Shares 944 Est. Cost $171.77 Unrealized +40.6%
PSX PHILLIPS 66 0.0%
Value ($000) $224 Shares 1,881 Est. Cost $106.53 Unrealized +2.8%
PWR QUANTA SERVICES INC 0.0%
Value ($000) $223 Shares 590 Est. Cost $279.77 Unrealized +14.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $215 Shares 3,355 Est. Cost $50.41 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $212 Shares 788 Est. Cost $198.66 Unrealized +27.0%
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value ($000) $211 Shares 4,256 Est. Cost $40.82 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 0.0%
Value ($000) $210 Shares 965 Est. Cost $164.27 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $208 Shares 6,861 Est. Cost $35.59 Unrealized -15.7%
VLO VALERO ENERGY CORP SR GLBL 0.0%
Value ($000) $201 Shares 1,492 Est. Cost $122.99 Unrealized -0.6%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $200 Shares 410 Est. Cost $159.47 Unrealized +147.2%
CLX CLOROX CO 0.0%
Value ($000) $198 Shares 1,645 Est. Cost $131.99 Unrealized -1.2%
WFRD WEATHERFORD INTL PLC 0.0%
Value ($000) $196 Shares 3,899 Est. Cost $99.43 Unrealized -53.3%
DFAS U S SM CAP ETF 0.0%
Value ($000) $196 Shares 3,071 Est. Cost $47.87 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $191 Shares 361 Est. Cost $312.78 Unrealized +33.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $191 Shares 1,400 Est. Cost $9.50 Unrealized +1134.6%
CMCSA COMCAST CORP 0.0%
Value ($000) $190 Shares 5,336 Est. Cost $40.52 Unrealized -16.3%
MGC VANGUARD MEGA CAP INDEX FUND ETF 0.0%
Value ($000) $184 Shares 817 Est. Cost $92.67 Unrealized
T AT&T INC 0.0%
Value ($000) $183 Shares 6,311 Est. Cost $15.64 Unrealized +72.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $180 Shares 341 Est. Cost $463.00 Unrealized +7.3%
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $179 Shares 1,770 Est. Cost $103.94 Unrealized -9.5%
QGRO AMERICAN CENTURY US QUALITY 0.0%
Value ($000) $178 Shares 1,635 Est. Cost $77.06 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 0.0%
Value ($000) $178 Shares 3,000 Est. Cost $49.93 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $177 Shares 1,798 Est. Cost $120.70 Unrealized -22.7%
FISV FISERV INC 0.0%
Value ($000) $176 Shares 1,018 Est. Cost $181.81 Unrealized -0.3%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $175 Shares 1,733 Est. Cost $84.52 Unrealized +15.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $175 Shares 4,033 Est. Cost $19.83 Unrealized +90.1%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL 0.0%
Value ($000) $171 Shares 4,277 Est. Cost $34.82 Unrealized
DFAX DIMENSIONAL WORLD EX US CORE EQ 0.0%
Value ($000) $170 Shares 5,774 Est. Cost $27.47 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $170 Shares 1,283 Est. Cost $132.08 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $168 Shares 671 Est. Cost $191.12 Unrealized +18.8%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $167 Shares 380 Est. Cost $251.28 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $166 Shares 1,600 Est. Cost $72.47 Unrealized +38.8%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $163 Shares 7,978 Est. Cost $7.95 Unrealized +107.1%
AON AON PLC SHS CL A 0.0%
Value ($000) $161 Shares 452 Est. Cost $296.88 Unrealized +21.7%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $160 Shares 1,490 Est. Cost $66.07 Unrealized +51.8%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $159 Shares 1,105 Est. Cost $93.75 Unrealized +24.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $159 Shares 3,246 Est. Cost $50.31 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $158 Shares 6,408 Est. Cost $40.47 Unrealized -41.9%
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $158 Shares 6,067 Est. Cost $21.32 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $154 Shares 1,248 Est. Cost $122.96 Unrealized
PRFZ INVESCO RAFI US 1500 SMALL-MID 0.0%
Value ($000) $153 Shares 3,758 Est. Cost $39.05 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $153 Shares 840 Est. Cost $123.40 Unrealized
PRA PROASSURANCE CORP 0.0%
Value ($000) $153 Shares 6,685 Est. Cost $43.27 Unrealized -46.6%
XLB MATERIALS SELECT SECTOR SPDR 0.0%
Value ($000) $149 Shares 1,692 Est. Cost $76.01 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value ($000) $144 Shares 3,650 Est. Cost $35.26 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $144 Shares 1,727 Est. Cost $82.67 Unrealized -4.7%
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $143 Shares 600 Est. Cost $175.61 Unrealized
CRM SALESFORCE 0.0%
Value ($000) $142 Shares 520 Est. Cost $278.17 Unrealized -4.4%
DFUS DIMENSIONAL U.S. EQUITY MARKET 0.0%
Value ($000) $139 Shares 2,078 Est. Cost $45.24 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS INC 0.0%
Value ($000) $138 Shares 6,000 Est. Cost $39.89 Unrealized -37.8%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $136 Shares 477 Est. Cost $176.70 Unrealized
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $136 Shares 1,933 Est. Cost $61.77 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $136 Shares 1,000 Est. Cost $100.33 Unrealized +34.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $135 Shares 1,512 Est. Cost $80.44 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $134 Shares 1,949 Est. Cost $64.29 Unrealized -0.2%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $133 Shares 190 Est. Cost $483.24 Unrealized +30.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $132 Shares 1,323 Est. Cost $103.21 Unrealized
DFSD DIMENSIONAL SHORT DURATION FIXED 0.0%
Value ($000) $130 Shares 2,714 Est. Cost $47.52 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $129 Shares 1,089 Est. Cost $114.39 Unrealized -3.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $123 Shares 1,678 Est. Cost $29.85 Unrealized +125.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $122 Shares 1,220 Est. Cost $57.15 Unrealized +81.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $122 Shares 605 Est. Cost $110.44 Unrealized +78.3%
VXUS VANGUARD TOTAL INTERNATIONAL 0.0%
Value ($000) $121 Shares 1,754 Est. Cost $64.74 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $121 Shares 434 Est. Cost $260.70 Unrealized
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $121 Shares 1,219 Est. Cost $96.91 Unrealized
BP BP PLC 0.0%
Value ($000) $120 Shares 4,020 Est. Cost $33.94 Unrealized
GLW CORNING INC 0.0%
Value ($000) $120 Shares 2,279 Est. Cost $35.47 Unrealized +30.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $119 Shares 1,309 Est. Cost $44.21 Unrealized +89.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $119 Shares 1,434 Est. Cost $48.19 Unrealized +68.7%
GWW GRAINGER WW INC 0.0%
Value ($000) $119 Shares 114 Est. Cost $939.21 Unrealized +10.0%
XBI SPDR S&P BIOTECH ETF (MKT) 0.0%
Value ($000) $118 Shares 1,426 Est. Cost $75.49 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $118 Shares 2,282 Est. Cost $54.66 Unrealized -1.6%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $117 Shares 77 Est. Cost $1211.31 Unrealized +8.5%
SNA SNAP-ON INC 0.0%
Value ($000) $115 Shares 370 Est. Cost $269.29 Unrealized +16.1%
IYJ ISHARES US INDUSTRIALS (MKT) 0.0%
Value ($000) $114 Shares 799 Est. Cost $133.16 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $112 Shares 1,411 Est. Cost $77.55 Unrealized -1.2%
UCB UNITED COMMUNITY BANKS INC 0.0%
Value ($000) $110 Shares 3,699 Est. Cost $24.82 Unrealized +11.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $110 Shares 1,813 Est. Cost $37.51 Unrealized +60.2%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $109 Shares 1,752 Est. Cost $38.94 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $109 Shares 1,046 Est. Cost $80.38 Unrealized +26.9%
INTC INTEL CORP 0.0%
Value ($000) $105 Shares 4,677 Est. Cost $34.38 Unrealized -39.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $104 Shares 1,495 Est. Cost $19.64 Unrealized +256.2%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $103 Shares 1,300 Est. Cost $68.24 Unrealized +2.9%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $103 Shares 453 Est. Cost $163.18 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $102 Shares 500 Est. Cost $142.03 Unrealized +30.7%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $102 Shares 547 Est. Cost $99.86 Unrealized +66.2%
IWM ISHARES RUSSELL 2000 (MKT) 0.0%
Value ($000) $100 Shares 465 Est. Cost $199.19 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $99 Shares 1,225 Est. Cost $68.03 Unrealized
CWB SPDR BARCLAYS CONVERTIBLE SECS 0.0%
Value ($000) $99 Shares 1,196 Est. Cost $76.59 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $99 Shares 1,326 Est. Cost $42.93 Unrealized +54.2%
FDX FEDEX CORP 0.0%
Value ($000) $98 Shares 432 Est. Cost $158.62 Unrealized +35.7%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $95 Shares 245 Est. Cost $466.96 Unrealized -15.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $94 Shares 284 Est. Cost $251.17 Unrealized +12.3%
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $94 Shares 2,223 Est. Cost $38.38 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $93 Shares 124 Est. Cost $667.02 Unrealized -0.2%
FE FIRSTENERGY CORP 0.0%
Value ($000) $93 Shares 2,317 Est. Cost $33.08 Unrealized +21.7%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $93 Shares 1,115 Est. Cost $69.44 Unrealized
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $93 Shares 923 Est. Cost $92.83 Unrealized
FTLS FIRST TRUST LONG/SHORT EQUITY 0.0%
Value ($000) $93 Shares 1,400 Est. Cost $55.09 Unrealized
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $92 Shares 2,837 Est. Cost $40.23 Unrealized -26.2%
KWEB KRANESHARES CSI CHINA INTERNET 0.0%
Value ($000) $92 Shares 2,677 Est. Cost $29.24 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $89 Shares 212 Est. Cost $239.65 Unrealized +73.2%
YUM YUM! BRANDS INC 0.0%
Value ($000) $88 Shares 591 Est. Cost $67.27 Unrealized +114.3%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $88 Shares 829 Est. Cost $39.60 Unrealized +131.7%
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $87 Shares 1,663 Est. Cost $41.08 Unrealized
VTIP VANGUARD SHORT-TERM INFL-PROT 0.0%
Value ($000) $87 Shares 1,722 Est. Cost $49.90 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $86 Shares 2,058 Est. Cost $27.16 Unrealized +47.7%
COWZ PACER FDS TR US CASH COWS 100 0.0%
Value ($000) $86 Shares 1,568 Est. Cost $47.19 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $84 Shares 809 Est. Cost $54.44 Unrealized +91.5%
PPL PPL CORP 0.0%
Value ($000) $83 Shares 2,436 Est. Cost $23.26 Unrealized +46.3%
DHR DANAHER CORP 0.0%
Value ($000) $82 Shares 413 Est. Cost $213.97 Unrealized -9.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $81 Shares 1,787 Est. Cost $23.96 Unrealized +82.7%
GE GE AEROSPACE 0.0%
Value ($000) $81 Shares 314 Est. Cost $109.87 Unrealized +98.9%
NBIS NEBIUS GROUP N V 0.0%
Value ($000) $80 Shares 1,445 Est. Cost $34.43 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDING 0.0%
Value ($000) $80 Shares 862 Est. Cost $58.32 Unrealized 0.0%
PTLC PACER TRENDPOLOT US LG CAP ETF 0.0%
Value ($000) $79 Shares 1,560 Est. Cost $42.78 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $79 Shares 1,924 Est. Cost $42.79 Unrealized -14.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $79 Shares 902 Est. Cost $84.72 Unrealized -1.4%
MET METLIFE INC 0.0%
Value ($000) $79 Shares 977 Est. Cost $48.14 Unrealized +57.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $77 Shares 155 Est. Cost $317.56 Unrealized +53.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $77 Shares 2,289 Est. Cost $41.26 Unrealized -17.7%
NUE NUCOR CORP 0.0%
Value ($000) $77 Shares 595 Est. Cost $59.84 Unrealized +93.0%
PLD PROLOGIS INC 0.0%
Value ($000) $77 Shares 733 Est. Cost $107.37 Unrealized -4.7%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $76 Shares 85 Est. Cost $750.73 Unrealized -0.3%
DOV DOVER CORP 0.0%
Value ($000) $76 Shares 415 Est. Cost $81.00 Unrealized +113.2%
DIVERSIFIED ENERGY COMPANY PLC 0.0%
Value ($000) $73 Shares 5,000 Est. Cost $14.67 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $73 Shares 465 Est. Cost $176.02 Unrealized -14.5%
CLS CELESTICA INC 0.0%
Value ($000) $73 Shares 468 Est. Cost $106.30 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $73 Shares 164 Est. Cost $440.98 Unrealized +4.5%
XEL XCEL ENERGY INC 0.0%
Value ($000) $72 Shares 1,054 Est. Cost $64.25 Unrealized +5.5%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $73.04 Unrealized -26.2%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $69 Shares 1,412 Est. Cost $34.43 Unrealized +32.3%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $69 Shares 1,151 Est. Cost $52.72 Unrealized
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $67 Shares 2,406 Est. Cost $35.81 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND 0.0%
Value ($000) $67 Shares 1,500 Est. Cost $40.33 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $66 Shares 501 Est. Cost $66.60 Unrealized +97.2%
FTNT FORTINET INC 0.0%
Value ($000) $65 Shares 612 Est. Cost $73.25 Unrealized +37.7%
APP APPLOVIN CORP 0.0%
Value ($000) $64 Shares 184 Est. Cost $324.21 Unrealized 0.0%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $64 Shares 333 Est. Cost $279.65 Unrealized -17.7%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $63 Shares 336 Est. Cost $220.03 Unrealized -15.6%
RCL ROYAL CARIBBEAN CRUISES LTD 0.0%
Value ($000) $63 Shares 200 Est. Cost $77.05 Unrealized +206.5%
VT VANGUARD TOTAL WORLD STOCK (ETF) 0.0%
Value ($000) $62 Shares 481 Est. Cost $115.95 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $62 Shares 253 Est. Cost $71.33 Unrealized +224.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $58 Shares 850 Est. Cost $27.57 Unrealized -0.9%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $58 Shares 400 Est. Cost $71.80 Unrealized +42.7%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $54 Shares 476 Est. Cost $110.74 Unrealized -11.4%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $54 Shares 1,780 Est. Cost $35.69 Unrealized -17.4%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $53 Shares 200 Est. Cost $199.50 Unrealized +21.2%
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $52 Shares 2,867 Est. Cost $18.13 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $51 Shares 263 Est. Cost $91.25 Unrealized
ALLE ALLEGION PUB LTD 0.0%
Value ($000) $50 Shares 350 Est. Cost $128.52 Unrealized +6.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $50 Shares 757 Est. Cost $44.04 Unrealized +46.8%
TMDX TRANSMEDICS GROUP INC 0.0%
Value ($000) $50 Shares 372 Est. Cost $53.15 Unrealized +106.6%
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $50 Shares 748 Est. Cost $46.41 Unrealized +32.1%
PHIN PHINIA INC 0.0%
Value ($000) $49 Shares 1,107 Est. Cost $27.82 Unrealized +49.6%
PHM PULTE GROUP INC 0.0%
Value ($000) $49 Shares 465 Est. Cost $124.73 Unrealized -19.7%
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $8.20 Unrealized +17.5%
RGA REINSURANCE GROUP AMERICA INC 0.0%
Value ($000) $49 Shares 245 Est. Cost $198.65 Unrealized -1.7%
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $48 Shares 246 Est. Cost $190.58 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $48 Shares 358 Est. Cost $132.16 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $47 Shares 105 Est. Cost $260.07 Unrealized +78.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $47 Shares 830 Est. Cost $59.33 Unrealized -14.2%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $46 Shares 779 Est. Cost $56.85 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY 0.0%
Value ($000) $45 Shares 500 Est. Cost $44.00 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $44 Shares 781 Est. Cost $55.78 Unrealized -4.7%
NKE NIKE INC 0.0%
Value ($000) $43 Shares 612 Est. Cost $76.37 Unrealized -22.6%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $43 Shares 1,002 Est. Cost $44.05 Unrealized -4.3%
NOW SERVICENOW INC COM 0.0%
Value ($000) $42 Shares 41 Est. Cost $122.64 Unrealized +53.8%
SCCO SOUTHERN COPPER CORP DE 0.0%
Value ($000) $42 Shares 412 Est. Cost $96.37 Unrealized -9.7%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $42 Shares 306 Est. Cost $75.16 Unrealized
RODM HARTFORD MULTIFACTOR DEV MKTS 0.0%
Value ($000) $40 Shares 1,185 Est. Cost $28.42 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $40 Shares 491 Est. Cost $41.35 Unrealized +95.1%
RH RH COM 0.0%
Value ($000) $40 Shares 210 Est. Cost $30.92 Unrealized +500.6%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $39 Shares 283 Est. Cost $137.26 Unrealized +2.8%
AOR ISHARES CORE 60/40 BALANCED 0.0%
Value ($000) $39 Shares 639 Est. Cost $39.41 Unrealized
PBE INVESCO DYNAMIC BIOTECH & 0.0%
Value ($000) $39 Shares 611 Est. Cost $57.28 Unrealized
DFAR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value ($000) $39 Shares 1,663 Est. Cost $23.77 Unrealized
ALC ALCON INC 0.0%
Value ($000) $38 Shares 433 Est. Cost $63.02 Unrealized +42.1%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $38 Shares 208 Est. Cost $95.15 Unrealized +79.2%
LEN LENNAR CORP 0.0%
Value ($000) $38 Shares 343 Est. Cost $140.26 Unrealized -23.5%
KELLANOVA 0.0%
Value ($000) $38 Shares 473 Est. Cost $53.51 Unrealized +49.8%
DSTL DISTILLATE US FDMTL STBLTY & VAL 0.0%
Value ($000) $37 Shares 672 Est. Cost $49.37 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $36 Shares 67 Est. Cost $444.29 Unrealized +10.3%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $35 Shares 150 Est. Cost $228.58 Unrealized -1.2%
DHI D R HORTON INC 0.0%
Value ($000) $35 Shares 273 Est. Cost $124.98 Unrealized -2.1%
HANCOCK JOHN TAX-ADV DIV INCM 0.0%
Value ($000) $35 Shares 1,500 Est. Cost $20.40 Unrealized
SOUTH ST CORP 0.0%
Value ($000) $35 Shares 378 Est. Cost $65.80 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $34 Shares 400 Est. Cost $71.25 Unrealized
EZM WISDOMTREE U.S. MIDCAP EARNINGS 0.0%
Value ($000) $34 Shares 554 Est. Cost $55.96 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $34 Shares 1,062 Est. Cost $18.29 Unrealized +68.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $34 Shares 257 Est. Cost $102.97 Unrealized +19.0%
IMCG ISHARES MORNINGSTAR MID-CAP 0.0%
Value ($000) $34 Shares 420 Est. Cost $73.81 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $33 Shares 103 Est. Cost $84.72 Unrealized +211.4%
SILA SILA REALTY TRUST 0.0%
Value ($000) $33 Shares 1,397 Est. Cost $25.29 Unrealized
RSPM INVESCO S&P 500 EQ WEIGHTS 0.0%
Value ($000) $33 Shares 1,020 Est. Cost $40.39 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $32 Shares 427 Est. Cost $60.70 Unrealized +16.7%
ZS ZSCALER INC 0.0%
Value ($000) $31 Shares 100 Est. Cost $199.27 Unrealized +25.1%
ACLS AXCELIS TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 450 Est. Cost $63.23 Unrealized -9.8%
RGEN REPLIGEN CORP 0.0%
Value ($000) $31 Shares 250 Est. Cost $256.54 Unrealized -50.4%
IFF INTERNATIONAL FLAVORS & 0.0%
Value ($000) $31 Shares 418 Est. Cost $96.58 Unrealized -23.2%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $31 Shares 138 Est. Cost $195.08 Unrealized +7.8%
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $30 Shares 278 Est. Cost $116.29 Unrealized
HIG THE HARTFORD INSURANCE GROUP, 0.0%
Value ($000) $30 Shares 240 Est. Cost $32.38 Unrealized +279.6%
NVO NOVO NORDISK A S 0.0%
Value ($000) $30 Shares 436 Est. Cost $135.84 Unrealized
XLRE THE REAL ESTATE SLECT SECTOR 0.0%
Value ($000) $30 Shares 718 Est. Cost $38.41 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $30 Shares 467 Est. Cost $47.31 Unrealized +26.6%
XOP SPDR S&P OIL & GAS EXPLOR & 0.0%
Value ($000) $29 Shares 232 Est. Cost $129.03 Unrealized
UNILEVER PLC 0.0%
Value ($000) $29 Shares 473 Est. Cost $54.76 Unrealized
WAB WABTEC 0.0%
Value ($000) $29 Shares 138 Est. Cost $77.08 Unrealized +148.7%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $29 Shares 167 Est. Cost $113.79 Unrealized
CDW CDW CORP 0.0%
Value ($000) $29 Shares 160 Est. Cost $206.08 Unrealized -18.4%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $28 Shares 1,700 Est. Cost $9.47 Unrealized +55.2%
HAS HASBRO INC 0.0%
Value ($000) $28 Shares 384 Est. Cost $68.79 Unrealized -10.5%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $27 Shares 249 Est. Cost $46.57 Unrealized +113.0%
SPSB SPDR PORTFOLIO SHORT TERM 0.0%
Value ($000) $27 Shares 902 Est. Cost $29.38 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $26 Shares 109 Est. Cost $151.36 Unrealized +55.3%
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $26 Shares 400 Est. Cost $55.00 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $26 Shares 445 Est. Cost $61.43 Unrealized -11.4%
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $26 Shares 285 Est. Cost $89.39 Unrealized +2.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $63.44 Unrealized
ELF ELF BEAUTY INC COM 0.0%
Value ($000) $25 Shares 201 Est. Cost $156.88 Unrealized -45.6%
BUZZ VANECK VECTORS SOCIAL SENTIMENT 0.0%
Value ($000) $25 Shares 824 Est. Cost $24.27 Unrealized
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $25 Shares 203 Est. Cost $29.76 Unrealized +240.4%
MTB M & T BANK CORP 0.0%
Value ($000) $25 Shares 128 Est. Cost $139.62 Unrealized +23.8%
DXD PROSHARES ULTRASHORT DOW30 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $49.77 Unrealized
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value ($000) $24 Shares 378 Est. Cost $52.48 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $58.52 Unrealized -24.5%
HESS CORP 0.0%
Value ($000) $24 Shares 171 Est. Cost $77.37 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $23 Shares 120 Est. Cost $200.78 Unrealized
BKNG BOOKING HLDGS INC 0.0%
Value ($000) $23 Shares 4 Est. Cost $4036.56 Unrealized +26.2%
TBCH TURTLE BEACH CORP. 0.0%
Value ($000) $23 Shares 1,653 Est. Cost $16.36 Unrealized -27.1%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $23 Shares 230 Est. Cost $60.43 Unrealized +57.9%
MCO MOODYS CORP 0.0%
Value ($000) $23 Shares 45 Est. Cost $219.13 Unrealized +110.4%
BN BROOKFIELD CORP 0.0%
Value ($000) $22 Shares 360 Est. Cost $22.21 Unrealized +66.2%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $22 Shares 40 Est. Cost $536.17 Unrealized -1.8%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $22 Shares 601 Est. Cost $20.33 Unrealized +65.6%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $22 Shares 240 Est. Cost $105.12 Unrealized -8.7%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $22 Shares 133 Est. Cost $241.24 Unrealized -26.8%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.0%
Value ($000) $21 Shares 225 Est. Cost $79.35 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $21 Shares 89 Est. Cost $205.95 Unrealized +18.3%
USB US BANCORP DEL 0.0%
Value ($000) $21 Shares 472 Est. Cost $33.94 Unrealized +20.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $21 Shares 400 Est. Cost $37.61 Unrealized +26.5%
VFC V F CORP 0.0%
Value ($000) $21 Shares 1,790 Est. Cost $32.87 Unrealized -62.3%
TER TERADYNE INC 0.0%
Value ($000) $21 Shares 228 Est. Cost $22.54 Unrealized +253.6%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.0%
Value ($000) $20 Shares 150 Est. Cost $146.01 Unrealized
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $20 Shares 750 Est. Cost $37.01 Unrealized -15.2%
XLC COMMUNICATION SERVICES SELECT 0.0%
Value ($000) $20 Shares 185 Est. Cost $96.45 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $19 Shares 755 Est. Cost $28.86 Unrealized -11.4%
RMD RESMED INC 0.0%
Value ($000) $19 Shares 75 Est. Cost $252.36 Unrealized -6.0%
DEO DIAGEO PLC 0.0%
Value ($000) $19 Shares 188 Est. Cost $156.24 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $19 Shares 85 Est. Cost $93.67 Unrealized +138.3%
IRM IRON MTN INC 0.0%
Value ($000) $18 Shares 180 Est. Cost $110.79 Unrealized -17.0%
BXP BXP, INC. 0.0%
Value ($000) $18 Shares 273 Est. Cost $66.51 Unrealized -3.2%
TEL TE CONNECTIVITY PLC ORD 0.0%
Value ($000) $18 Shares 108 Est. Cost $146.90 Unrealized +2.7%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $18 Shares 500 Est. Cost $11.62 Unrealized +220.3%
IAT ISHARES US REGIONAL BANKS (MKT) 0.0%
Value ($000) $18 Shares 360 Est. Cost $50.36 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $18 Shares 669 Est. Cost $36.52 Unrealized -23.9%
SYF SYNCHRONY FINANCIAL SR 0.0%
Value ($000) $18 Shares 264 Est. Cost $39.44 Unrealized +40.3%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $17 Shares 600 Est. Cost $27.13 Unrealized
WMS ADVANCED DRAIN SYS INC COM 0.0%
Value ($000) $17 Shares 150 Est. Cost $111.63 Unrealized 0.0%
CORZ CORE SCIENTIFIC INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $11.38 Unrealized -12.1%
APH AMPHENOL CORP 0.0%
Value ($000) $17 Shares 172 Est. Cost $49.50 Unrealized +64.4%
SONY SONY CORP 0.0%
Value ($000) $17 Shares 650 Est. Cost $36.24 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $17 Shares 132 Est. Cost $144.44 Unrealized -4.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $42.19 Unrealized +33.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $16 Shares 216 Est. Cost $87.50 Unrealized -21.9%
IBTH ISHARES IBONDS DEC 2027 TERM TR 0.0%
Value ($000) $16 Shares 699 Est. Cost $22.39 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $16 Shares 102 Est. Cost $124.46 Unrealized +23.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $16 Shares 6 Est. Cost $1572.34 Unrealized +48.5%
IWV ISHARES RUSSELL 3000 (MKT) 0.0%
Value ($000) $15 Shares 44 Est. Cost $300.09 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $15 Shares 70 Est. Cost $204.14 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $15 Shares 223 Est. Cost $73.50 Unrealized -11.0%
MUFG MITSUBISHI UFJ FINL GROUP INC 0.0%
Value ($000) $15 Shares 1,066 Est. Cost $10.18 Unrealized
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $14 Shares 414 Est. Cost $29.53 Unrealized +6.8%
SCHG SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $14 Shares 483 Est. Cost $25.04 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $14 Shares 94 Est. Cost $44.26 Unrealized +205.3%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $14 Shares 128 Est. Cost $115.74 Unrealized -5.0%
MP MP MATERIALS CORP 0.0%
Value ($000) $14 Shares 421 Est. Cost $26.71 Unrealized -4.4%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $13 Shares 3,000 Est. Cost $17.95 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $13 Shares 80 Est. Cost $98.98 Unrealized +32.3%
QID PROSHARES ULTRASHORT QQQ 0.0%
Value ($000) $13 Shares 500 Est. Cost $38.14 Unrealized
SPYM SPDR PORTFOLIO LARGE CAP ETF 0.0%
Value ($000) $13 Shares 172 Est. Cost $63.76 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $12 Shares 120 Est. Cost $98.04 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 21 Est. Cost $371.72 Unrealized +51.2%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $12 Shares 750 Est. Cost $5.14 Unrealized +183.1%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $12 Shares 105 Est. Cost $92.59 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $12 Shares 78 Est. Cost $98.15 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $11 Shares 42 Est. Cost $178.20 Unrealized +33.4%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $11 Shares 258 Est. Cost $18.83 Unrealized +118.6%
SPMD SPDR PORTFOLIO S&P 400 MID CAP 0.0%
Value ($000) $11 Shares 199 Est. Cost $51.33 Unrealized
GM GENERAL MOTORS CO 0.0%
Value ($000) $11 Shares 216 Est. Cost $34.64 Unrealized +35.9%
VRSN VERISIGN INC 0.0%
Value ($000) $10 Shares 36 Est. Cost $114.83 Unrealized +134.2%
EBAY EBAY INC 0.0%
Value ($000) $10 Shares 139 Est. Cost $65.70 Unrealized +6.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $10 Shares 30 Est. Cost $221.61 Unrealized +55.5%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $10 Shares 320 Est. Cost $44.56 Unrealized -29.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $10 Shares 368 Est. Cost $34.50 Unrealized -22.7%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $9 Shares 212 Est. Cost $28.21 Unrealized +53.9%
DMLP DORCHESTER MINERALS L P 0.0%
Value ($000) $9 Shares 325 Est. Cost $33.33 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $59.42 Unrealized +189.6%
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $9 Shares 300 Est. Cost $29.28 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $9 Shares 68 Est. Cost $131.61 Unrealized -8.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $9 Shares 16 Est. Cost $328.15 Unrealized +59.3%
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 970 Est. Cost $10.33 Unrealized -9.8%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $8 Shares 50 Est. Cost $180.81 Unrealized -10.7%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $8 Shares 52 Est. Cost $96.29 Unrealized +58.6%
RACE FERRARI N V 0.0%
Value ($000) $8 Shares 17 Est. Cost $254.02 Unrealized +82.9%
VGK VANGUARD EUROPEAN STOCK INDEX 0.0%
Value ($000) $8 Shares 106 Est. Cost $67.34 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $8 Shares 20 Est. Cost $514.77 Unrealized -25.6%
ASML ASML HOLDING NV 0.0%
Value ($000) $8 Shares 10 Est. Cost $636.63 Unrealized
SPTM SPDR PORT S&P 1500 COMPS 0.0%
Value ($000) $8 Shares 106 Est. Cost $67.65 Unrealized
SPDW SPDR PORTFOLIO DEVLPD WORLD EX 0.0%
Value ($000) $8 Shares 192 Est. Cost $34.12 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $8 Shares 345 Est. Cost $29.93 Unrealized -26.9%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $73.41 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $8 Shares 75 Est. Cost $79.05 Unrealized +21.6%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $7 Shares 174 Est. Cost $14.43 Unrealized +150.6%
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
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $7 Shares 228 Est. Cost $22.26 Unrealized +19.3%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $7 Shares 250 Est. Cost $26.71 Unrealized 0.0%
FFIV F5 INC 0.0%
Value ($000) $6 Shares 22 Est. Cost $279.63 Unrealized -1.2%
OR OR ROYALTIES INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $24.09 Unrealized 0.0%
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $6 Shares 271 Est. Cost $28.10 Unrealized -25.6%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $6 Shares 132 Est. Cost $38.35 Unrealized +19.9%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $6 Shares 250 Est. Cost $17.98 Unrealized
UCON FIRST TRUST SMITH UNCONSTRAINED 0.0%
Value ($000) $6 Shares 237 Est. Cost $24.45 Unrealized
SPSM SPDR PORTFOLIO SMALL CAP ETF 0.0%
Value ($000) $6 Shares 138 Est. Cost $42.60 Unrealized
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.43 Unrealized +9.2%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $6 Shares 110 Est. Cost $57.43 Unrealized -8.1%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $6 Shares 79 Est. Cost $71.29 Unrealized +0.9%
RBA RB GLOBAL INC 0.0%
Value ($000) $6 Shares 52 Est. Cost $59.12 Unrealized +73.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized +8.6%
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 599 Est. Cost $13.13 Unrealized -37.6%
IT GARTNER INC 0.0%
Value ($000) $5 Shares 13 Est. Cost $322.72 Unrealized +29.7%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $5 Shares 58 Est. Cost $56.17 Unrealized +59.0%
WU WESTERN UNION CO 0.0%
Value ($000) $5 Shares 600 Est. Cost $18.11 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $5 Shares 205 Est. Cost $30.38 Unrealized -21.7%
LEXX LEXARIA BIOSCIENCE CORP 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $2.55 Unrealized -54.9%
GEN GEN DIGITAL INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $22.79 Unrealized +18.7%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $116.48 Unrealized +1.4%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $4 Shares 2,507 Est. Cost $5.19 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.27 Unrealized +61.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $372.04 Unrealized -26.0%
SCZ ISHARES MSCI EAFE SMALL-CAP 0.0%
Value ($000) $4 Shares 54 Est. Cost $61.23 Unrealized
TECH BIO TECHNE CORP 0.0%
Value ($000) $4 Shares 74 Est. Cost $78.25 Unrealized -36.0%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $4 Shares 400 Est. Cost $5.00 Unrealized
ORGNW ORIGIN MATERIALS INC 0.0%
Value ($000) $4 Shares 194,276 Est. Cost $0.05 Unrealized
FUN SIX FLAGS ENTERTAINMENT CORP. 0.0%
Value ($000) $3 Shares 113 Est. Cost $45.74 Unrealized -26.7%
FERG FERGUSON PLC 0.0%
Value ($000) $3 Shares 15 Est. Cost $197.54 Unrealized -7.8%
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $3 Shares 250 Est. Cost $15.38 Unrealized -15.5%
PCAR PACCAR INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $92.23 Unrealized -1.9%
ACA ARCOSA INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $53.51 Unrealized +56.1%
EOG EOG RESOURCES INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $121.50 Unrealized -7.8%
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $3 Shares 486 Est. Cost $20.23 Unrealized -45.2%
NGD NEW GOLD INC 0.0%
Value ($000) $3 Shares 600 Est. Cost $3.36 Unrealized +22.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $3 Shares 145 Est. Cost $24.04 Unrealized -6.6%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $3 Shares 143 Est. Cost $3.02 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP 0.0%
Value ($000) $3 Shares 119 Est. Cost $24.44 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $3 Shares 59 Est. Cost $41.13 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $81.27 Unrealized +169.4%
FLO FLOWERS FOODS INC 0.0%
Value ($000) $3 Shares 171 Est. Cost $22.99 Unrealized -28.8%
AMR ALPHA METALLURGICAL RESOUR 0.0%
Value ($000) $3 Shares 24 Est. Cost $13.54 Unrealized +763.5%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $3 Shares 14 Est. Cost $126.73 Unrealized +21.2%
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $3 Shares 13 Est. Cost $174.30 Unrealized -0.5%
ANSYS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $318.60 Unrealized
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $321.41 Unrealized -26.5%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 203 Est. Cost $14.23 Unrealized -34.4%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 91 Est. Cost $25.30 Unrealized
CDE COEUR MINING INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $3.92 Unrealized +85.6%
SCHH SCHWAB US REIT ETF 0.0%
Value ($000) $2 Shares 97 Est. Cost $21.51 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.79 Unrealized -33.2%
TRGP TARGA RES CORP 0.0%
Value ($000) $2 Shares 11 Est. Cost $175.16 Unrealized -5.5%
KLG WK KELLOGG CO 0.0%
Value ($000) $2 Shares 118 Est. Cost $13.14 Unrealized
HL HECLA MINING CO. 0.0%
Value ($000) $2 Shares 310 Est. Cost $2.94 Unrealized +87.4%
ZION ZIONS BANCORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.34 Unrealized -0.9%
NTAP NETAPP INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $121.10 Unrealized -22.8%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $2 Shares 250 Est. Cost $6.69 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $2 Shares 34 Est. Cost $35.26 Unrealized +10.5%
ASM AVINO SILVER GOL 0.0%
Value ($000) $2 Shares 450 Est. Cost $2.69 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 77 Est. Cost $30.33 Unrealized -32.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $71.08 Unrealized -2.2%
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $1 Shares 13 Est. Cost $120.24 Unrealized -7.8%
IYK ISHARES US CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $112.65 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $50.07 Unrealized +12.3%
SNY SANOFI 0.0%
Value ($000) $1 Shares 30 Est. Cost $54.28 Unrealized
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.89 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.33 Unrealized 0.0%
ARKK ARK AUTONOMOUS TECHNOLOGY ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $47.53 Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $84.45 Unrealized +10.0%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $1 Shares 49 Est. Cost $21.79 Unrealized
FSM FORTUNA MINING CORP. 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.19 Unrealized 0.0%
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value ($000) $1 Shares 14 Est. Cost $98.18 Unrealized -6.0%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $1 Shares 118 Est. Cost $10.02 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $383.93 Unrealized -4.3%
IYW ISHARES US TECHNOLOGY (MKT) 0.0%
Value ($000) $1 Shares 7 Est. Cost $74.43 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $1 Shares 108 Est. Cost $9.87 Unrealized -0.0%
HLN HALEON PLC 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.34 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $67.91 Unrealized -10.2%
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.15 Unrealized -9.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $12.55 Unrealized +113.3%
BTG B2GOLD CORP 0.0%
Value ($000) $1 Shares 250 Est. Cost $2.73 Unrealized +19.8%
RUM RUMBLE INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.89 Unrealized +45.2%
ABNB AIRBNB INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $126.67 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $104.76 Unrealized +14.3%
GOOD GLADSTONE COML CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.34 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $6.23 Unrealized 0.0%
GLAD GLADSTONE CAPITAL CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.12 Unrealized 0.0%
UA UNDER ARMOUR INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.90 Unrealized 0.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $1 Shares 12 Est. Cost $37.90 Unrealized +44.3%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $94.20 Unrealized -19.4%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $29.98 Unrealized +10.1%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $33.29 Unrealized +34.3%
NAVI NAVIENT CORP COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $15.39 Unrealized -16.4%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $102.19 Unrealized -13.3%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 46 Est. Cost $25.42 Unrealized -57.2%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 9 Est. Cost $32.38 Unrealized +34.6%
NIO NIO INC 0.0%
Value ($000) $0 Shares 105 Est. Cost $3.72 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $13.57 Unrealized 0.0%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 359 Est. Cost $2.82 Unrealized -71.7%
AES AES CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $16.44 Unrealized -36.9%
PHG KONINLIJKE PHILIPS N.V. 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.40 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized +48.2%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 54 Est. Cost $5.19 Unrealized
NXT NEXTRACKER INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $53.20 Unrealized -5.7%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.51 Unrealized +6.7%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.67 Unrealized +2.2%
BNT BROOKFIELD WEALTH SOL LTD 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.31 Unrealized +18.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $29.51 Unrealized -65.3%
DJT TRUMP MEDIA & TECHNOLOGY GROUP 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.75 Unrealized 0.0%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.55 Unrealized 0.0%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $2.11 Unrealized
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.77 Unrealized +48.8%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.59 Unrealized -81.8%
YETI YETI HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.31 Unrealized -32.3%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.30 Unrealized 0.0%
SIYATA MOBILE INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized
BRCC BRC INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.58 Unrealized -59.6%