Crews Bank & Trust Diversified Active

CIK: 0002052279 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 22, 2025

Total Value ($000): $683,255 (100.0% shares, 0.0% debt)

Holdings (636)

SPYM SPDR Portfolio S&P 500 Large Cap ETF 12.6%
Value ($000) $85,774 Shares 1,094,890 Est. Cost $69.56 Unrealized
SLQD iShares 0-5 Year Investment Grade ETF 5.1%
Value ($000) $34,785 Shares 684,343 Est. Cost $49.81 Unrealized
VIG Vanguard Dividend Appreciation ETF 5.0%
Value ($000) $34,353 Shares 159,195 Est. Cost $198.19 Unrealized
VYM Vanguard High Dividend Yield ETF 5.0%
Value ($000) $33,827 Shares 239,996 Est. Cost $128.12 Unrealized
VUG Vanguard Growth ETF 4.4%
Value ($000) $30,128 Shares 62,817 Est. Cost $418.47 Unrealized
SPSM SPDR Portfolio S&P 600 Small Cap ETF 4.1%
Value ($000) $27,942 Shares 603,241 Est. Cost $44.67 Unrealized
SPIB SPDR Intermediate Term Corporate Bond ETF 3.3%
Value ($000) $22,451 Shares 662,460 Est. Cost $32.96 Unrealized
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.1%
Value ($000) $21,397 Shares 374,141 Est. Cost $54.68 Unrealized
AAPL Apple Inc 2.8%
Value ($000) $19,217 Shares 75,471 Est. Cost $234.51 Unrealized -3.8%
VCIT Vanguard Intermediate-Term Corporate Bond ETF 2.7%
Value ($000) $18,306 Shares 217,642 Est. Cost $80.50 Unrealized
MSFT Microsoft Corporation 2.3%
Value ($000) $15,719 Shares 30,348 Est. Cost $422.35 Unrealized +20.4%
RSP Invesco S&P 500 Equal Weight ETF 2.3%
Value ($000) $15,604 Shares 82,258 Est. Cost $175.99 Unrealized
EUSA iShares MSCI USA Equal Weighted ETF 2.3%
Value ($000) $15,552 Shares 151,030 Est. Cost $95.49 Unrealized
BSV Vanguard Short-Term Bond ETF 1.4%
Value ($000) $9,792 Shares 124,088 Est. Cost $77.36 Unrealized
XLK Technology Select Sector SPDR ETF 1.3%
Value ($000) $8,771 Shares 31,117 Est. Cost $231.67 Unrealized
VTI Vanguard Total Stock Market ETF 1.3%
Value ($000) $8,711 Shares 26,544 Est. Cost $294.77 Unrealized
DGRO iShares Core Dividend Growth ETF 1.2%
Value ($000) $8,480 Shares 124,558 Est. Cost $61.82 Unrealized
V Visa Inc 1.0%
Value ($000) $7,152 Shares 20,951 Est. Cost $298.33 Unrealized +15.7%
SPY SPDR S&P 500 Large-Cap ETF 1.0%
Value ($000) $6,710 Shares 10,072 Est. Cost $586.08 Unrealized
QQQ Invesco QQQ Trust ETF 0.9%
Value ($000) $6,402 Shares 10,664 Est. Cost $511.23 Unrealized
GOOGL Alphabet Inc Class A 0.9%
Value ($000) $6,305 Shares 25,936 Est. Cost $174.14 Unrealized +20.1%
PSK SPDR ICE Preferred Securities ETF 0.9%
Value ($000) $6,016 Shares 181,921 Est. Cost $32.98 Unrealized
VUSB Vanguard Ultra-Short Bond ETF 0.9%
Value ($000) $5,926 Shares 118,523 Est. Cost $49.63 Unrealized
IBDR iBonds December 2026 Corporate Term ETF 0.8%
Value ($000) $5,426 Shares 223,280 Est. Cost $24.10 Unrealized
JPM JPMorgan Chase & Co 0.7%
Value ($000) $5,072 Shares 16,080 Est. Cost $228.03 Unrealized +29.8%
AMZN Amazon Com Inc 0.7%
Value ($000) $5,015 Shares 22,841 Est. Cost $204.58 Unrealized +10.6%
IBDS iBonds December 2027 Corporate Term ETF 0.7%
Value ($000) $4,800 Shares 197,190 Est. Cost $24.01 Unrealized
LLY Eli Lilly and Co 0.7%
Value ($000) $4,557 Shares 5,973 Est. Cost $821.14 Unrealized -9.6%
IWM iShares Russell 2000 Small-Cap ETF 0.6%
Value ($000) $4,374 Shares 18,076 Est. Cost $220.96 Unrealized
IBDT iBonds December 2028 Corporate Term ETF 0.6%
Value ($000) $4,328 Shares 169,585 Est. Cost $25.04 Unrealized
iBonds December 2025 Corporate Term ETF 0.6%
Value ($000) $4,187 Shares 166,230 Est. Cost $25.05 Unrealized
MDY SPDR S&P 400 Mid-Cap ETF 0.5%
Value ($000) $3,691 Shares 6,192 Est. Cost $569.58 Unrealized
GOOG Alphabet Inc 0.5%
Value ($000) $3,572 Shares 14,667 Est. Cost $175.67 Unrealized +19.5%
PFF iShares U.S. Preferred Stock ETF 0.5%
Value ($000) $3,239 Shares 102,425 Est. Cost $31.43 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $3,086 Shares 7,617 Est. Cost $397.26 Unrealized -2.0%
ICE Intercontinental Exchange Inc 0.4%
Value ($000) $2,962 Shares 17,583 Est. Cost $156.24 Unrealized +13.8%
ORCL Oracle Corporation 0.4%
Value ($000) $2,865 Shares 10,186 Est. Cost $175.85 Unrealized +44.5%
VOX Vanguard Communication Services ETF 0.4%
Value ($000) $2,773 Shares 14,773 Est. Cost $154.96 Unrealized
MGC Vanguard Mega Cap ETF 0.4%
Value ($000) $2,676 Shares 10,965 Est. Cost $243.76 Unrealized
LQD iShares iBoxx Investment Grade Corp Bond ETF 0.4%
Value ($000) $2,665 Shares 23,911 Est. Cost $106.86 Unrealized
VYMI Vanguard International High Dividend ETF 0.4%
Value ($000) $2,556 Shares 30,181 Est. Cost $69.71 Unrealized
MCD McDonald's Corporation 0.4%
Value ($000) $2,531 Shares 8,328 Est. Cost $290.22 Unrealized +3.9%
IBDU iBonds December 2029 Corporate Term ETF 0.4%
Value ($000) $2,501 Shares 106,560 Est. Cost $23.04 Unrealized
XLF Financial Select Sector SPDR ETF 0.4%
Value ($000) $2,481 Shares 46,062 Est. Cost $48.38 Unrealized
XLY Consumer Discretionary Select Sector SPRD ETF 0.4%
Value ($000) $2,458 Shares 10,256 Est. Cost $224.38 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $2,417 Shares 13,035 Est. Cost $149.59 Unrealized +13.3%
PFFD Global X US Preferred ETF 0.4%
Value ($000) $2,394 Shares 123,230 Est. Cost $19.46 Unrealized
QCOM QUALCOMM Inc 0.3%
Value ($000) $2,351 Shares 14,135 Est. Cost $159.52 Unrealized -1.5%
NVDA Nvidia Corp Com 0.3%
Value ($000) $2,172 Shares 11,641 Est. Cost $137.20 Unrealized +27.0%
ABBV AbbVie Inc 0.3%
Value ($000) $2,164 Shares 9,347 Est. Cost $177.41 Unrealized +13.8%
ACIC American Coastal Ins Corp 0.3%
Value ($000) $2,154 Shares 189,075 Est. Cost $11.46 Unrealized -10.7%
HDV iShares Core High Dividend ETF 0.3%
Value ($000) $2,101 Shares 17,162 Est. Cost $112.73 Unrealized
XLU Utilities Select Sector SPDR ETF 0.3%
Value ($000) $2,095 Shares 24,021 Est. Cost $75.69 Unrealized
XLV Health Care Select SPDR ETF 0.3%
Value ($000) $2,094 Shares 15,048 Est. Cost $137.57 Unrealized
XLI Industrial Select Sector SPDR ETF 0.3%
Value ($000) $1,992 Shares 12,916 Est. Cost $131.76 Unrealized
CVX Chevron Corporation 0.3%
Value ($000) $1,871 Shares 12,048 Est. Cost $145.50 Unrealized +4.7%
BLK Blackrock Inc. 0.3%
Value ($000) $1,854 Shares 1,590 Est. Cost $990.54 Unrealized +11.9%
GLW Corning Incorporated 0.3%
Value ($000) $1,779 Shares 21,689 Est. Cost $46.35 Unrealized +40.2%
VTV Vanguard Value ETF 0.3%
Value ($000) $1,774 Shares 9,512 Est. Cost $169.45 Unrealized
FLOT iShares Floating Rate Bond ETF 0.3%
Value ($000) $1,769 Shares 34,627 Est. Cost $50.95 Unrealized
CME CME Group Inc 0.3%
Value ($000) $1,756 Shares 6,498 Est. Cost $219.66 Unrealized +22.9%
PG Procter & Gamble Company 0.3%
Value ($000) $1,716 Shares 11,166 Est. Cost $165.73 Unrealized -6.5%
NEE Nextera Energy Inc 0.2%
Value ($000) $1,694 Shares 22,443 Est. Cost $74.99 Unrealized -3.7%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $1,674 Shares 16,243 Est. Cost $86.23 Unrealized +15.1%
COST Costco Wholeshare Group 0.2%
Value ($000) $1,669 Shares 1,803 Est. Cost $922.64 Unrealized +3.7%
DE Deere & Company 0.2%
Value ($000) $1,664 Shares 3,638 Est. Cost $413.99 Unrealized +18.3%
HON Honeywell International Inc 0.2%
Value ($000) $1,650 Shares 7,840 Est. Cost $203.59 Unrealized +1.7%
IXUS iShares Core Total International Stock ETF 0.2%
Value ($000) $1,617 Shares 19,575 Est. Cost $70.33 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,586 Shares 23,180 Est. Cost $55.37 Unrealized +21.7%
TFC Truist Financial Corporation 0.2%
Value ($000) $1,583 Shares 34,629 Est. Cost $42.32 Unrealized +4.8%
VNQ Vanguard Real Estate Index ETF 0.2%
Value ($000) $1,578 Shares 17,262 Est. Cost $89.08 Unrealized
CARR Carrier Global Corporation 0.2%
Value ($000) $1,460 Shares 24,459 Est. Cost $74.39 Unrealized -9.1%
AMT American Tower Corporation 0.2%
Value ($000) $1,425 Shares 7,407 Est. Cost $198.35 Unrealized +3.1%
FLRN SPDR Barclays Invest Grade Floating Rate ETF 0.2%
Value ($000) $1,423 Shares 46,115 Est. Cost $30.73 Unrealized
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,411 Shares 12,511 Est. Cost $112.29 Unrealized -2.3%
XLB Materials Select Sector SPDR ETF 0.2%
Value ($000) $1,404 Shares 15,665 Est. Cost $84.14 Unrealized
SGOV iShares 0-3 month Treasury Bond ETF 0.2%
Value ($000) $1,352 Shares 13,426 Est. Cost $100.34 Unrealized
PEP PepsiCo Inc 0.2%
Value ($000) $1,335 Shares 9,508 Est. Cost $154.67 Unrealized -9.2%
SHY iShares Barclays 1-3 Year Treasury Bond ETF 0.2%
Value ($000) $1,320 Shares 15,914 Est. Cost $81.98 Unrealized
ADBE Adobe Systems Incorporated 0.2%
Value ($000) $1,311 Shares 3,717 Est. Cost $495.13 Unrealized -27.5%
XLE Energy Select Sector SPDR ETF 0.2%
Value ($000) $1,309 Shares 14,651 Est. Cost $85.66 Unrealized
SHV iShares Short Treasury Bond ETF 0.2%
Value ($000) $1,204 Shares 10,898 Est. Cost $110.11 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,201 Shares 2,406 Est. Cost $527.20 Unrealized -15.0%
VOO Vanguard S&P 500 Index ETF 0.2%
Value ($000) $1,136 Shares 1,855 Est. Cost $545.64 Unrealized
IBDV iBonds December 2030 Corporate Term ETF 0.2%
Value ($000) $1,123 Shares 50,715 Est. Cost $21.69 Unrealized
META Meta Platforms Inc 0.2%
Value ($000) $1,116 Shares 1,520 Est. Cost $584.74 Unrealized +27.1%
UNP Union Pacific Corporation 0.2%
Value ($000) $1,111 Shares 4,701 Est. Cost $230.22 Unrealized -3.1%
XLP Consumer Staples Select Sector SPDR ETF 0.2%
Value ($000) $1,057 Shares 13,486 Est. Cost $78.61 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $1,034 Shares 3,665 Est. Cost $286.05 Unrealized +0.2%
EMR Emerson Electric Co 0.1%
Value ($000) $1,008 Shares 7,687 Est. Cost $119.02 Unrealized +13.8%
COF Capital One Financial Corp 0.1%
Value ($000) $1,007 Shares 4,739 Est. Cost $185.50 Unrealized +17.4%
IBMQ iBonds December 2028 Term Muni Bond ETF 0.1%
Value ($000) $969 Shares 37,782 Est. Cost $25.26 Unrealized
IBMO iBonds December 2026 Term Muni Bond ETF 0.1%
Value ($000) $957 Shares 37,281 Est. Cost $25.49 Unrealized
KO Coca-Cola Company 0.1%
Value ($000) $953 Shares 14,372 Est. Cost $63.09 Unrealized +7.7%
MMM 3M Co 0.1%
Value ($000) $952 Shares 6,136 Est. Cost $128.38 Unrealized +19.3%
PAYX Paychex Inc 0.1%
Value ($000) $949 Shares 7,484 Est. Cost $137.31 Unrealized -0.1%
IBMP iBonds December 2027 Term Muni Bond ETF 0.1%
Value ($000) $944 Shares 37,038 Est. Cost $25.20 Unrealized
DOV Dover Corp 0.1%
Value ($000) $934 Shares 5,597 Est. Cost $193.06 Unrealized -7.5%
MUB iShares National Municipal Bond ETF 0.1%
Value ($000) $926 Shares 8,700 Est. Cost $106.54 Unrealized
ULST SPDR SSGA Ultra Short Term Bond ETF 0.1%
Value ($000) $914 Shares 22,470 Est. Cost $40.41 Unrealized
SHM SPDR Nuveen Short Term Municipal Bond ETF 0.1%
Value ($000) $900 Shares 18,662 Est. Cost $47.61 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $876 Shares 6,540 Est. Cost $113.82 Unrealized +14.7%
LOW Lowe's Companies Inc 0.1%
Value ($000) $846 Shares 3,367 Est. Cost $261.19 Unrealized -6.5%
BAC Bank of America Corp 0.1%
Value ($000) $845 Shares 16,378 Est. Cost $42.83 Unrealized +12.9%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $835 Shares 12,802 Est. Cost $62.35 Unrealized
DIS Walt Disney Company 0.1%
Value ($000) $835 Shares 7,294 Est. Cost $103.52 Unrealized +13.0%
DFNM Dimensional National Municipal Bond ETF 0.1%
Value ($000) $833 Shares 17,352 Est. Cost $47.83 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $807 Shares 18,355 Est. Cost $39.92 Unrealized +6.5%
MDT Medtronic PLC 0.1%
Value ($000) $783 Shares 8,225 Est. Cost $83.84 Unrealized +8.9%
T AT&T Inc 0.1%
Value ($000) $782 Shares 27,674 Est. Cost $22.97 Unrealized +22.2%
PEG Public Service Enterprise Group Inc 0.1%
Value ($000) $778 Shares 9,321 Est. Cost $85.29 Unrealized -3.0%
UNH UnitedHealth Group Inc 0.1%
Value ($000) $744 Shares 2,156 Est. Cost $552.89 Unrealized -45.9%
AFL AFLAC Incorporated 0.1%
Value ($000) $738 Shares 6,609 Est. Cost $106.42 Unrealized -2.1%
COP ConocoPhillips 0.1%
Value ($000) $705 Shares 7,455 Est. Cost $102.31 Unrealized -8.8%
AVMU Avantis Core Municipal Fixed Income ETF 0.1%
Value ($000) $690 Shares 15,127 Est. Cost $45.93 Unrealized
ARGX Argenx Se ADR 0.1%
Value ($000) $690 Shares 935 Est. Cost $615.00 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $689 Shares 5,796 Est. Cost $115.22 Unrealized
MRK Merck & Co Inc 0.1%
Value ($000) $664 Shares 7,911 Est. Cost $98.70 Unrealized -17.9%
JMUB J P Morgan Municipal ETF 0.1%
Value ($000) $652 Shares 12,926 Est. Cost $50.16 Unrealized
KMI Kinder Morgan Inc 0.1%
Value ($000) $639 Shares 22,571 Est. Cost $24.88 Unrealized +8.4%
DUK Duke Energy Corp 0.1%
Value ($000) $637 Shares 5,146 Est. Cost $109.21 Unrealized +9.7%
ZTRE F/m 3-Yr Investment Grade Corporate Bond ETF 0.1%
Value ($000) $633 Shares 12,325 Est. Cost $50.50 Unrealized
GLDM SPDR Gold Minishares Trust ETF 0.1%
Value ($000) $633 Shares 8,275 Est. Cost $51.99 Unrealized
ZTWO F/M 2-Yr Investment Grade Corporate Bond ETF 0.1%
Value ($000) $628 Shares 12,325 Est. Cost $50.45 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $613 Shares 3,856 Est. Cost $119.51 Unrealized +22.5%
PZA Invesco National AMT-Free Muni Bond ETF 0.1%
Value ($000) $601 Shares 26,010 Est. Cost $23.45 Unrealized
VTEB Vanguard Tax Exempt Bond Index ETF 0.1%
Value ($000) $594 Shares 11,862 Est. Cost $50.12 Unrealized
SHW Sherwin-Williams Company 0.1%
Value ($000) $594 Shares 1,715 Est. Cost $369.58 Unrealized -4.9%
CVS CVS Health Corporation 0.1%
Value ($000) $583 Shares 7,731 Est. Cost $53.65 Unrealized +26.4%
AVGO Broadcom Inc 0.1%
Value ($000) $582 Shares 1,765 Est. Cost $190.32 Unrealized +60.6%
VGT Vanguard Information Technology ETF 0.1%
Value ($000) $573 Shares 767 Est. Cost $598.50 Unrealized
MA Mastercard Incorporated 0.1%
Value ($000) $567 Shares 997 Est. Cost $514.68 Unrealized +11.4%
AMD Advanced Micro Devices Inc. 0.1%
Value ($000) $566 Shares 3,500 Est. Cost $143.89 Unrealized +12.2%
VTES Vanguard Short-Term Exempt Bond ETF 0.1%
Value ($000) $566 Shares 5,550 Est. Cost $100.25 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $565 Shares 1,184 Est. Cost $369.79 Unrealized +15.0%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $562 Shares 840 Est. Cost $588.68 Unrealized
TSM Taiwan Semiconductor Mfg Ltd ADS 0.1%
Value ($000) $552 Shares 1,977 Est. Cost $200.21 Unrealized
XLC Communication Services Select Sector SPDR ETF 0.1%
Value ($000) $549 Shares 4,640 Est. Cost $96.81 Unrealized
BSCR Invesco BulletShares 2027 Corp Bond ETF 0.1%
Value ($000) $539 Shares 27,345 Est. Cost $19.49 Unrealized
PM Philip Morris International Inc 0.1%
Value ($000) $536 Shares 3,304 Est. Cost $120.59 Unrealized +37.0%
BRK/B Berkshire Hathaway Inc 0.1%
Value ($000) $532 Shares 1,059 Est. Cost $461.73 Unrealized +4.9%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $532 Shares 668 Est. Cost $547.13 Unrealized +34.3%
BSCQ Invesco BulletShares 2026 Corp Bond ETF 0.1%
Value ($000) $523 Shares 26,715 Est. Cost $19.43 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $507 Shares 1,200 Est. Cost $343.44 Unrealized +10.8%
RTX RTX Corporate 0.1%
Value ($000) $493 Shares 2,949 Est. Cost $118.27 Unrealized +30.5%
NEAR iShares Short Duration Bond Active ETF 0.1%
Value ($000) $478 Shares 9,325 Est. Cost $50.50 Unrealized
NKE Nike Inc 0.1%
Value ($000) $478 Shares 6,857 Est. Cost $76.48 Unrealized -3.5%
DHR Danaher Corporation 0.1%
Value ($000) $476 Shares 2,399 Est. Cost $243.95 Unrealized -18.7%
PFE Pfizer Inc 0.1%
Value ($000) $475 Shares 18,661 Est. Cost $25.12 Unrealized -3.9%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $474 Shares 977 Est. Cost $547.53 Unrealized -15.1%
CSX CSX Corporation 0.1%
Value ($000) $469 Shares 13,196 Est. Cost $33.15 Unrealized +2.4%
XAR SPDR S&P Aerospace & Defense ETF 0.1%
Value ($000) $465 Shares 1,979 Est. Cost $165.65 Unrealized
INTU Intuit Inc 0.1%
Value ($000) $454 Shares 665 Est. Cost $634.69 Unrealized +13.4%
IBMR iBonds December 2029 Term Muni Bond ETF 0.1%
Value ($000) $452 Shares 17,710 Est. Cost $24.98 Unrealized
VTEI Vanguard Intermediate Term Tax-Free Bond ETF 0.1%
Value ($000) $436 Shares 4,350 Est. Cost $98.96 Unrealized
VCSH Vanguard Short Term Corp Bond ETF 0.1%
Value ($000) $431 Shares 5,396 Est. Cost $78.46 Unrealized
IBTG iBonds December 2026 Treasury Bond ETF 0.1%
Value ($000) $430 Shares 18,740 Est. Cost $22.82 Unrealized
CRH Crh Plc ORD 0.1%
Value ($000) $426 Shares 3,553 Est. Cost $95.29 Unrealized +10.8%
SO Southern Company 0.1%
Value ($000) $419 Shares 4,425 Est. Cost $84.51 Unrealized +9.1%
VCLT Vanguard Long-Term Corporate Bond ETF 0.1%
Value ($000) $415 Shares 5,350 Est. Cost $74.78 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $412 Shares 3,313 Est. Cost $130.15 Unrealized -2.6%
IDV iShares International Select Dividend ETF 0.1%
Value ($000) $411 Shares 11,250 Est. Cost $28.90 Unrealized
ETN Eaton Corporation PLC 0.1%
Value ($000) $403 Shares 1,076 Est. Cost $347.11 Unrealized +4.7%
BSCS Invesco BulletShares 2028 Corp Bond ETF 0.1%
Value ($000) $402 Shares 19,565 Est. Cost $20.16 Unrealized
MNST Monster Beverage Corporation 0.1%
Value ($000) $402 Shares 5,972 Est. Cost $53.01 Unrealized +17.8%
CHD Church & Dwight Company Inc 0.1%
Value ($000) $400 Shares 4,570 Est. Cost $104.03 Unrealized -10.4%
WM Waste Mgmt Inc Del 0.1%
Value ($000) $399 Shares 1,807 Est. Cost $211.94 Unrealized +5.5%
IBM International Business Machines Corp 0.1%
Value ($000) $381 Shares 1,352 Est. Cost $218.00 Unrealized +19.1%
iBonds December 2025 Treasury Bond ETF 0.1%
Value ($000) $380 Shares 16,275 Est. Cost $23.32 Unrealized
PGX Invesco Preferred ETF 0.1%
Value ($000) $377 Shares 32,480 Est. Cost $11.52 Unrealized
IBTH iBonds December 2027 Treasury Bond ETF 0.1%
Value ($000) $374 Shares 16,625 Est. Cost $22.22 Unrealized
IBDW iBonds December 2031 Corporate Term ETF 0.1%
Value ($000) $373 Shares 17,600 Est. Cost $20.76 Unrealized
IBTI iBonds December 2028 Treasury Bond ETF 0.1%
Value ($000) $369 Shares 16,475 Est. Cost $21.99 Unrealized
WEC WEC Energy Group Inc 0.1%
Value ($000) $352 Shares 3,070 Est. Cost $93.36 Unrealized +14.7%
IBTJ iBonds December 2029 Treasury Bond ETF 0.1%
Value ($000) $351 Shares 15,990 Est. Cost $21.42 Unrealized
TJX TJX Companies Inc 0.1%
Value ($000) $348 Shares 2,409 Est. Cost $118.40 Unrealized +11.7%
ALL Allstate Corp 0.1%
Value ($000) $347 Shares 1,617 Est. Cost $189.85 Unrealized +5.5%
TGT Target Corporation 0.0%
Value ($000) $336 Shares 3,751 Est. Cost $136.67 Unrealized -29.2%
IBMS iBonds December 2030 Term Muni Bond ETF 0.0%
Value ($000) $335 Shares 12,860 Est. Cost $25.49 Unrealized
CNP CenterPoint Energy Inc 0.0%
Value ($000) $329 Shares 8,478 Est. Cost $29.96 Unrealized +25.0%
RACE Ferrari N V 0.0%
Value ($000) $321 Shares 662 Est. Cost $451.22 Unrealized +6.2%
UTWO F/m US Treasury 2 Year Note ETF 0.0%
Value ($000) $321 Shares 6,610 Est. Cost $48.26 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $318 Shares 3,493 Est. Cost $62.40 Unrealized +41.0%
ISRG Intuitive Surgical Inc Com New 0.0%
Value ($000) $317 Shares 708 Est. Cost $519.81 Unrealized -7.7%
SPYD SPDR S&P 500 High Dividend ETF 0.0%
Value ($000) $312 Shares 7,090 Est. Cost $43.40 Unrealized
TFI SPDR Nuveen Bloomberg Municipal Bond ETF 0.0%
Value ($000) $311 Shares 6,830 Est. Cost $45.62 Unrealized
VO Vanguard Index Funds Mid-Cap ETF 0.0%
Value ($000) $311 Shares 1,059 Est. Cost $264.13 Unrealized
BK Bank Of New York Mellon Corporation 0.0%
Value ($000) $292 Shares 2,683 Est. Cost $75.52 Unrealized +34.2%
OBIL F/m US Treasury 12 Month Bill ETF 0.0%
Value ($000) $292 Shares 5,800 Est. Cost $50.14 Unrealized
Tri-Contintental Corporation 0.0%
Value ($000) $289 Shares 8,509 Est. Cost $31.69 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $287 Shares 3,387 Est. Cost $93.94 Unrealized -5.7%
ITT ITT Inc 0.0%
Value ($000) $286 Shares 1,600 Est. Cost $149.74 Unrealized +12.0%
TRV Travelers Companies Inc 0.0%
Value ($000) $286 Shares 1,024 Est. Cost $244.86 Unrealized +8.6%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $285 Shares 2,360 Est. Cost $99.98 Unrealized
iBonds December 2025 Term Muni Bond ETF 0.0%
Value ($000) $284 Shares 10,597 Est. Cost $26.62 Unrealized
WSO/B Watsco Inc Class B Conv 0.0%
Value ($000) $281 Shares 700 Est. Cost $513.74 Unrealized -16.7%
BSCT Invesco BulletShares 2029 Corp Bond ETF 0.0%
Value ($000) $271 Shares 14,400 Est. Cost $18.38 Unrealized
CASY Caseys General Stores Inc 0.0%
Value ($000) $270 Shares 477 Est. Cost $400.59 Unrealized +30.3%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $268 Shares 4,000 Est. Cost $83.88 Unrealized -16.2%
OKE Oneok Inc New 0.0%
Value ($000) $268 Shares 3,676 Est. Cost $96.84 Unrealized -22.5%
TXN Texas Instruments Incorporated 0.0%
Value ($000) $267 Shares 1,454 Est. Cost $193.15 Unrealized +0.1%
IWD iShares Russell 1000 Value Index ETF 0.0%
Value ($000) $258 Shares 1,269 Est. Cost $185.13 Unrealized
VGIT Vanguard Intermediate Term Treasury ETF 0.0%
Value ($000) $250 Shares 4,168 Est. Cost $58.17 Unrealized
XT iShares Exponential Technologies ETF 0.0%
Value ($000) $243 Shares 3,383 Est. Cost $59.66 Unrealized
BMY Bristol- Myers Squibb Co 0.0%
Value ($000) $237 Shares 5,251 Est. Cost $51.65 Unrealized -11.9%
INTC Intel Corp 0.0%
Value ($000) $234 Shares 6,966 Est. Cost $22.54 Unrealized +7.5%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $231 Shares 8,460 Est. Cost $27.32 Unrealized
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $227 Shares 1,132 Est. Cost $189.31 Unrealized +3.4%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $225 Shares 458 Est. Cost $526.39 Unrealized -3.1%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $225 Shares 824 Est. Cost $304.00 Unrealized -6.1%
C Citigroup Inc 0.0%
Value ($000) $220 Shares 2,164 Est. Cost $65.38 Unrealized +44.0%
XYL Xylem Inc 0.0%
Value ($000) $214 Shares 1,449 Est. Cost $124.71 Unrealized +10.7%
SPYV SPDR S&P 500 Value ETF 0.0%
Value ($000) $211 Shares 3,816 Est. Cost $51.14 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $210 Shares 714 Est. Cost $287.90 Unrealized +3.4%
URI United Rentals Inc 0.0%
Value ($000) $206 Shares 216 Est. Cost $792.37 Unrealized +12.1%
MCO Moody's Corp 0.0%
Value ($000) $201 Shares 421 Est. Cost $473.16 Unrealized +6.2%
MO Altria Group Inc 0.0%
Value ($000) $200 Shares 3,035 Est. Cost $49.59 Unrealized +23.9%
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) $200 Shares 8,455 Est. Cost $23.60 Unrealized
BSMS Invesco BulletShares 2028 Muni Bond ETF 0.0%
Value ($000) $200 Shares 8,535 Est. Cost $23.33 Unrealized
BSMT Invesco BulletShares 2029 Muni Bond ETF 0.0%
Value ($000) $200 Shares 8,650 Est. Cost $22.94 Unrealized
BSMU Invesco BulletShares 2030 Muni Bond ETF 0.0%
Value ($000) $200 Shares 9,110 Est. Cost $21.72 Unrealized
VONG Vanguard Russell 1000 Growth ETF 0.0%
Value ($000) $200 Shares 1,656 Est. Cost $103.10 Unrealized
BSMV Invesco BulletShares 2031 Muni Bond ETF 0.0%
Value ($000) $199 Shares 9,460 Est. Cost $20.93 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $197 Shares 164 Est. Cost $86.42 Unrealized +41.2%
BSMW Invesco Bulletshares 2032 Muni Bond ETF 0.0%
Value ($000) $196 Shares 7,850 Est. Cost $25.09 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $196 Shares 2,337 Est. Cost $66.67 Unrealized +20.7%
BSSX Invesco Bulletshares 2033 Muni Bond ETF 0.0%
Value ($000) $196 Shares 7,660 Est. Cost $25.75 Unrealized
TSEM Tower Semiconductor Ltd New 0.0%
Value ($000) $188 Shares 2,600 Est. Cost $46.82 Unrealized +16.6%
AEE Ameren Corp 0.0%
Value ($000) $180 Shares 1,728 Est. Cost $87.02 Unrealized +13.3%
TSLA Tesla Inc 0.0%
Value ($000) $175 Shares 393 Est. Cost $320.94 Unrealized +8.1%
DTE DTE Energy Company 0.0%
Value ($000) $166 Shares 1,171 Est. Cost $118.43 Unrealized +13.9%
TD Toronto Dominion Bank 0.0%
Value ($000) $165 Shares 2,070 Est. Cost $56.10 Unrealized +33.8%
SPYG Spdr Ser Tr Prtflo S&P 500 Gw ETF 0.0%
Value ($000) $163 Shares 1,563 Est. Cost $87.90 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $163 Shares 1,175 Est. Cost $120.15 Unrealized +10.2%
CMCSA Comcast Corporation 0.0%
Value ($000) $162 Shares 5,165 Est. Cost $39.99 Unrealized -17.1%
TTD The Trade Desk Inc Cl A 0.0%
Value ($000) $160 Shares 3,265 Est. Cost $101.30 Unrealized -37.4%
VXUS Vanguard Total International Stock Index ETF 0.0%
Value ($000) $159 Shares 2,170 Est. Cost $73.46 Unrealized
Invesco BulletShares 2025 Corp Bond ETF 0.0%
Value ($000) $158 Shares 7,630 Est. Cost $20.65 Unrealized
USB U S Bancorp 0.0%
Value ($000) $158 Shares 3,261 Est. Cost $46.44 Unrealized -0.2%
IGSB iShares 1-5 Year Invest Grade Corp Bond ETF 0.0%
Value ($000) $155 Shares 2,915 Est. Cost $51.72 Unrealized
FDL First Trust Morningstar Div Leaders ETF 0.0%
Value ($000) $154 Shares 3,550 Est. Cost $40.26 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $153 Shares 2,143 Est. Cost $65.39 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $152 Shares 507 Est. Cost $248.46 Unrealized +11.1%
SHOP Shopify Inc Cl A 0.0%
Value ($000) $149 Shares 1,000 Est. Cost $97.26 Unrealized +39.4%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $148 Shares 1,038 Est. Cost $131.29 Unrealized
AGG iShares Core U.S. Aggregate Bond ETF 0.0%
Value ($000) $147 Shares 1,463 Est. Cost $96.90 Unrealized
SDIV Global X Super Dividend ETF 0.0%
Value ($000) $147 Shares 6,115 Est. Cost $21.41 Unrealized
BX Blackstone Inc 0.0%
Value ($000) $146 Shares 852 Est. Cost $167.83 Unrealized +1.0%
CLX Clorox Co 0.0%
Value ($000) $145 Shares 1,179 Est. Cost $157.37 Unrealized -22.3%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $144 Shares 2,270 Est. Cost $60.35 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $144 Shares 2,846 Est. Cost $39.21 Unrealized +17.6%
QTEC First Trust NASDAQ-100 Technology Index ETF 0.0%
Value ($000) $143 Shares 623 Est. Cost $212.83 Unrealized
D Dominion Resources Inc 0.0%
Value ($000) $138 Shares 2,257 Est. Cost $54.15 Unrealized +7.7%
IWF iShares Russell 1000 Growth Index ETF 0.0%
Value ($000) $137 Shares 293 Est. Cost $401.58 Unrealized
FDX FedEx Corporation 0.0%
Value ($000) $136 Shares 576 Est. Cost $271.73 Unrealized -16.0%
SYY Sysco Corporation 0.0%
Value ($000) $135 Shares 1,636 Est. Cost $74.46 Unrealized +5.9%
WDIV SPDR S&P Global Dividend ETF 0.0%
Value ($000) $134 Shares 1,840 Est. Cost $62.09 Unrealized
ROK Rockwell Automation 0.0%
Value ($000) $131 Shares 374 Est. Cost $276.08 Unrealized +24.4%
DIV Global X SuperDividend US ETF 0.0%
Value ($000) $129 Shares 7,305 Est. Cost $18.03 Unrealized
MDLZ Mondelez International Inc 0.0%
Value ($000) $128 Shares 2,049 Est. Cost $63.61 Unrealized -0.3%
SPHD Invesco S&P 500 High Div Low Volatility ETF 0.0%
Value ($000) $127 Shares 2,565 Est. Cost $48.17 Unrealized
VB Vanguard Small-Cap Index Fund ETF 0.0%
Value ($000) $123 Shares 484 Est. Cost $239.44 Unrealized
BIV Vanguard Intermediate Term Bond ETF 0.0%
Value ($000) $122 Shares 1,568 Est. Cost $74.73 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $119 Shares 711 Est. Cost $101.66 Unrealized +25.7%
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.0%
Value ($000) $117 Shares 2,250 Est. Cost $48.25 Unrealized
DWX SPDR S&P International Dividend ETF 0.0%
Value ($000) $117 Shares 2,735 Est. Cost $34.96 Unrealized
FXL First Trust Technology AlphaDEX ETF 0.0%
Value ($000) $116 Shares 692 Est. Cost $157.36 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $114 Shares 1,311 Est. Cost $70.28 Unrealized
YUM Yum! Brands Inc 0.0%
Value ($000) $114 Shares 747 Est. Cost $132.27 Unrealized +10.4%
SCHW Schwab Charles Corp 0.0%
Value ($000) $112 Shares 1,175 Est. Cost $74.74 Unrealized +26.5%
IBMT iBonds December 2031 Term Muni Bond ETF 0.0%
Value ($000) $110 Shares 4,250 Est. Cost $25.88 Unrealized
MET Metlife Inc 0.0%
Value ($000) $108 Shares 1,310 Est. Cost $79.08 Unrealized -1.5%
ES Eversource Energy Com 0.0%
Value ($000) $105 Shares 1,482 Est. Cost $58.85 Unrealized +9.1%
ED Consolidated Edison Inc 0.0%
Value ($000) $104 Shares 1,033 Est. Cost $94.80 Unrealized +4.6%
AXP American Express Company 0.0%
Value ($000) $104 Shares 312 Est. Cost $283.95 Unrealized +11.5%
BSX Boston Scientific Corp 0.0%
Value ($000) $104 Shares 1,061 Est. Cost $89.64 Unrealized +15.5%
INMU iShares Intermediate Muni Income Active ETF 0.0%
Value ($000) $103 Shares 4,300 Est. Cost $23.60 Unrealized
NVS Novartis A G (ADR) 0.0%
Value ($000) $101 Shares 786 Est. Cost $98.92 Unrealized
WMB Williams Cos Inc 0.0%
Value ($000) $101 Shares 1,590 Est. Cost $52.06 Unrealized +11.1%
XLG Invesco S&P 500 Top 50 ETF 0.0%
Value ($000) $101 Shares 1,750 Est. Cost $49.96 Unrealized
FAST Fastenal Co 0.0%
Value ($000) $101 Shares 2,050 Est. Cost $39.13 Unrealized +20.0%
FDN First Tr Exchange-traded Fd Dj Internt Idx 0.0%
Value ($000) $100 Shares 356 Est. Cost $269.33 Unrealized
GLD SPDR Gold Trust ETF 0.0%
Value ($000) $99 Shares 278 Est. Cost $252.75 Unrealized
PEY Invesco High Yield Equity Div Achievers ETF 0.0%
Value ($000) $99 Shares 4,690 Est. Cost $21.26 Unrealized
WTRG Essential Utils Inc 0.0%
Value ($000) $99 Shares 2,473 Est. Cost $38.81 Unrealized -1.8%
IAU Ishares Gold Trust New ETF 0.0%
Value ($000) $98 Shares 1,353 Est. Cost $49.51 Unrealized
GD General Dynamics Corporation 0.0%
Value ($000) $98 Shares 286 Est. Cost $277.73 Unrealized +13.0%
DLS WisdomTree International SmallCap Div ETF 0.0%
Value ($000) $97 Shares 1,220 Est. Cost $62.95 Unrealized
COHR Coherent Corp 0.0%
Value ($000) $97 Shares 900 Est. Cost $100.05 Unrealized -0.4%
SJM J M Smucker Company 0.0%
Value ($000) $96 Shares 885 Est. Cost $109.96 Unrealized -2.7%
KIE SPDR S&P Insurance ETF 0.0%
Value ($000) $94 Shares 1,590 Est. Cost $56.62 Unrealized
CP Canadian Pacific Kansas City 0.0%
Value ($000) $93 Shares 1,250 Est. Cost $76.24 Unrealized 0.0%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $93 Shares 3,186 Est. Cost $26.07 Unrealized
ISTB iShares Core Short-Term USD Bond ETF 0.0%
Value ($000) $92 Shares 1,880 Est. Cost $47.77 Unrealized
AEP American Electric Power Company Inc 0.0%
Value ($000) $91 Shares 813 Est. Cost $95.76 Unrealized +13.0%
DFAW Dimensional Trust World Equity ETF 0.0%
Value ($000) $91 Shares 1,265 Est. Cost $62.46 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $90 Shares 1,782 Est. Cost $64.08 Unrealized -22.8%
OTTR Otter Tail Corp 0.0%
Value ($000) $90 Shares 1,092 Est. Cost $75.57 Unrealized +5.6%
LIN Linde Plc 0.0%
Value ($000) $89 Shares 188 Est. Cost $448.71 Unrealized +4.9%
UPS United Parcel Service Inc 0.0%
Value ($000) $85 Shares 1,023 Est. Cost $113.56 Unrealized -22.4%
TT Trane Technologies Plc ADR 0.0%
Value ($000) $84 Shares 200 Est. Cost $393.53 Unrealized +8.4%
CB Chubb Limited 0.0%
Value ($000) $84 Shares 298 Est. Cost $281.36 Unrealized -2.2%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $84 Shares 181 Est. Cost $437.33 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $83 Shares 212 Est. Cost $463.53 Unrealized -9.8%
SPSB SPDR Short Term Corporate Bond ETF 0.0%
Value ($000) $82 Shares 2,710 Est. Cost $29.86 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $82 Shares 19 Est. Cost $3166.27 Unrealized +26.7%
RCL Royal Carribean Cruises Ltd 0.0%
Value ($000) $80 Shares 248 Est. Cost $219.53 Unrealized +51.2%
SCHX Schwab Strategic US Large Cap ETF 0.0%
Value ($000) $80 Shares 3,041 Est. Cost $25.68 Unrealized
BA Boeing Company 0.0%
Value ($000) $79 Shares 367 Est. Cost $161.72 Unrealized +39.4%
STM ST Microelectronics N V NY Registry 0.0%
Value ($000) $79 Shares 2,800 Est. Cost $24.97 Unrealized
ITOT iShares Core S&P Total 0.0%
Value ($000) $77 Shares 530 Est. Cost $134.95 Unrealized
SIXG Defiance Next Gen Connectivity ETF 0.0%
Value ($000) $77 Shares 1,250 Est. Cost $47.65 Unrealized
IBDX iBonds December 2032 Corporate Term ETF 0.0%
Value ($000) $77 Shares 3,000 Est. Cost $25.62 Unrealized
NOC Northrop Grumman Corporation 0.0%
Value ($000) $76 Shares 125 Est. Cost $492.97 Unrealized +14.3%
DRI Darden Restaurants Inc 0.0%
Value ($000) $76 Shares 400 Est. Cost $162.62 Unrealized +25.3%
DFUS Dimensional U.S. Equity Market ETF 0.0%
Value ($000) $75 Shares 1,034 Est. Cost $63.75 Unrealized
PGR Progressive Corp Ohio Com 0.0%
Value ($000) $75 Shares 303 Est. Cost $231.96 Unrealized -0.1%
PH Parker-Hannifin Corp 0.0%
Value ($000) $71 Shares 94 Est. Cost $655.15 Unrealized +12.2%
VEA Vanguard Ftse Developed Markets ETF 0.0%
Value ($000) $70 Shares 1,173 Est. Cost $51.74 Unrealized
ARKW Ark Tr Next Gnrtn Inter ETF 0.0%
Value ($000) $70 Shares 400 Est. Cost $107.98 Unrealized
SRET Global X Super Dividend REIT ETF 0.0%
Value ($000) $69 Shares 3,180 Est. Cost $20.01 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $69 Shares 251 Est. Cost $245.53 Unrealized +10.1%
UBER Uber Technologies Inc 0.0%
Value ($000) $69 Shares 700 Est. Cost $71.41 Unrealized +31.0%
EPD Enterprise Prods Partnership LP 0.0%
Value ($000) $68 Shares 2,190 Est. Cost $31.36 Unrealized
SCHR Schwab Strategic Intermediate Term US Treasur 0.0%
Value ($000) $68 Shares 2,719 Est. Cost $25.13 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $66 Shares 300 Est. Cost $199.06 Unrealized -3.6%
LH Labcorp Holdings Inc 0.0%
Value ($000) $66 Shares 230 Est. Cost $226.47 Unrealized +17.8%
SMG Scotts Miracle-Gro Co 0.0%
Value ($000) $66 Shares 1,158 Est. Cost $74.48 Unrealized -17.7%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $52.22 Unrealized
UDR UDR Inc 0.0%
Value ($000) $65 Shares 1,742 Est. Cost $42.30 Unrealized -9.0%
LNC Lincoln National Corp 0.0%
Value ($000) $65 Shares 1,600 Est. Cost $31.25 Unrealized +21.0%
CRM Salesforce Inc 0.0%
Value ($000) $64 Shares 271 Est. Cost $316.76 Unrealized -20.6%
AZN AstraZeneca plc (ADR) 0.0%
Value ($000) $64 Shares 836 Est. Cost $65.52 Unrealized
IDXX Idexx Labs Inc 0.0%
Value ($000) $64 Shares 100 Est. Cost $438.63 Unrealized +38.4%
PRU Prudential Financial Inc 0.0%
Value ($000) $63 Shares 605 Est. Cost $111.45 Unrealized -7.4%
VFH Vanguard Financials ETF 0.0%
Value ($000) $62 Shares 475 Est. Cost $118.07 Unrealized
O Realty Income Corp 0.0%
Value ($000) $61 Shares 1,011 Est. Cost $54.51 Unrealized +4.4%
BRO Brown & Brown Inc 0.0%
Value ($000) $61 Shares 655 Est. Cost $106.04 Unrealized -8.4%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $61 Shares 3,550 Est. Cost $15.70 Unrealized +7.1%
AIQ Global X Artifical Intelligence & Technology 0.0%
Value ($000) $61 Shares 1,240 Est. Cost $44.23 Unrealized
FE Firstenergy Corp 0.0%
Value ($000) $61 Shares 1,333 Est. Cost $39.95 Unrealized +5.4%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $60 Shares 1,230 Est. Cost $72.69 Unrealized -25.7%
DTM DT Midstream Inc 0.0%
Value ($000) $60 Shares 533 Est. Cost $91.78 Unrealized +12.4%
SLB SLB Limited 0.0%
Value ($000) $60 Shares 1,751 Est. Cost $34.53 Unrealized -0.6%
ZS Zscaler Inc 0.0%
Value ($000) $60 Shares 200 Est. Cost $193.56 Unrealized +47.3%
FXO First Trust Final Alphadex ETF II 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $54.13 Unrealized
CL Colgate Palmolive Company 0.0%
Value ($000) $59 Shares 741 Est. Cost $93.07 Unrealized -9.1%
SYK Stryker Corporation 0.0%
Value ($000) $58 Shares 157 Est. Cost $367.98 Unrealized +4.5%
KEY Keycorp New 0.0%
Value ($000) $55 Shares 2,966 Est. Cost $16.99 Unrealized +7.0%
COWZ Pacer Fds Tr US Cash Cows 100 ETF 0.0%
Value ($000) $53 Shares 926 Est. Cost $56.48 Unrealized
PKW Invesco BuyBack Achievers ETF 0.0%
Value ($000) $53 Shares 400 Est. Cost $115.13 Unrealized
BG Bunge Global SA 0.0%
Value ($000) $53 Shares 500 Est. Cost $84.46 Unrealized -6.2%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $53 Shares 711 Est. Cost $71.91 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $53 Shares 409 Est. Cost $204.14 Unrealized -29.8%
ZHOG F/M Opportunistic Income ETF 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $51.89 Unrealized
XBB BondBloxx BB Rated HY Corp Bond ETF 0.0%
Value ($000) $52 Shares 1,250 Est. Cost $41.19 Unrealized
IWR iShares Russell Mid-Cap ETF 0.0%
Value ($000) $51 Shares 525 Est. Cost $90.97 Unrealized
VONV Vanguard Scottsdale Fds vng Rus1000val 0.0%
Value ($000) $50 Shares 565 Est. Cost $81.25 Unrealized
VRSK Verisk Analytics Inc 0.0%
Value ($000) $50 Shares 200 Est. Cost $276.10 Unrealized -0.9%
CI Cigna Group 0.0%
Value ($000) $50 Shares 174 Est. Cost $311.40 Unrealized -5.8%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $50 Shares 192 Est. Cost $257.33 Unrealized -0.0%
VLTO Veralto Corp 0.0%
Value ($000) $50 Shares 468 Est. Cost $105.96 Unrealized -0.7%
DRIV Global X Autonomous & Electric Vehicles ETF 0.0%
Value ($000) $49 Shares 1,750 Est. Cost $22.96 Unrealized
VGLT Vanguard Long-Term Goverment Fund 0.0%
Value ($000) $49 Shares 870 Est. Cost $56.86 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $48 Shares 150 Est. Cost $239.08 Unrealized +30.9%
FGD First Trust Dow Jones Global Select DIV ETF 0.0%
Value ($000) $48 Shares 1,670 Est. Cost $22.24 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $48 Shares 194 Est. Cost $216.79 Unrealized +10.2%
IBB iShares NASDAQ Biotechnology Index ETF 0.0%
Value ($000) $48 Shares 330 Est. Cost $132.21 Unrealized
ORI Old Rep Intl Corp 0.0%
Value ($000) $47 Shares 1,116 Est. Cost $31.47 Unrealized +14.5%
DHS Wisdomtree Tr US High Dividend Fund ETF 0.0%
Value ($000) $47 Shares 469 Est. Cost $93.36 Unrealized
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $47 Shares 226 Est. Cost $190.58 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $46 Shares 327 Est. Cost $133.87 Unrealized
Liberty All-Star Equity 0.0%
Value ($000) $45 Shares 7,142 Est. Cost $6.95 Unrealized
MCK McKesson Corporation 0.0%
Value ($000) $45 Shares 58 Est. Cost $557.26 Unrealized +26.2%
RY Royal Bank of Canada 0.0%
Value ($000) $44 Shares 302 Est. Cost $123.44 Unrealized +11.7%
F Ford Motor Company 0.0%
Value ($000) $44 Shares 3,690 Est. Cost $9.93 Unrealized +14.0%
ASB Associated Banc Corp 0.0%
Value ($000) $44 Shares 1,700 Est. Cost $23.47 Unrealized +7.6%
PRIV SPDR SSGA IG Public & Private Credit ETF 0.0%
Value ($000) $43 Shares 1,700 Est. Cost $25.19 Unrealized
SOXX iShares Semiconductor ETF 0.0%
Value ($000) $43 Shares 159 Est. Cost $237.38 Unrealized
KR Kroger Co 0.0%
Value ($000) $43 Shares 632 Est. Cost $57.34 Unrealized +20.5%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $42 Shares 116 Est. Cost $322.16 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $42 Shares 346 Est. Cost $140.75 Unrealized -8.4%
CIBR First Tr II Nasdaq Cyb ETF 0.0%
Value ($000) $42 Shares 555 Est. Cost $63.00 Unrealized
PENG Penguin Solutions Inc 0.0%
Value ($000) $42 Shares 1,600 Est. Cost $24.46 Unrealized 0.0%
NBTB NBT Bancorp Inc 0.0%
Value ($000) $42 Shares 1,002 Est. Cost $47.59 Unrealized -9.9%
XEL Xcel Energy Inc 0.0%
Value ($000) $41 Shares 504 Est. Cost $64.42 Unrealized +10.7%
DLR Digital Rlty Tr Inc 0.0%
Value ($000) $41 Shares 235 Est. Cost $171.20 Unrealized -1.5%
OGS One Gas Inc 0.0%
Value ($000) $40 Shares 500 Est. Cost $72.98 Unrealized +2.6%
PCMM BondBloxx Private Credit CLO ETF 0.0%
Value ($000) $40 Shares 800 Est. Cost $50.38 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $40 Shares 893 Est. Cost $37.26 Unrealized +16.4%
USMV iShares MSCI USA Minimum Volatility ETF 0.0%
Value ($000) $40 Shares 420 Est. Cost $88.79 Unrealized
IBTK iBonds December 2030 Treasury Bond ETF 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $19.47 Unrealized
DD Dupont De Nemours Inc 0.0%
Value ($000) $40 Shares 508 Est. Cost $32.71 Unrealized -4.8%
PSX Phillips 66 0.0%
Value ($000) $39 Shares 285 Est. Cost $122.03 Unrealized +3.6%
FXH First Trust Health Care AlphaDEX ETF 0.0%
Value ($000) $39 Shares 353 Est. Cost $103.68 Unrealized
RKLB Rocket Lab Corp 0.0%
Value ($000) $38 Shares 800 Est. Cost $24.48 Unrealized +85.3%
IEI iShares Barclays 3-7 Year Bond 0.0%
Value ($000) $38 Shares 317 Est. Cost $117.70 Unrealized
AMLP Alerian Master Limited Partnership ETF 0.0%
Value ($000) $38 Shares 800 Est. Cost $48.86 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $37 Shares 336 Est. Cost $87.00 Unrealized +29.1%
QQQM Invesco Nasdaq 100 ETF 0.0%
Value ($000) $37 Shares 150 Est. Cost $197.09 Unrealized
SPMB SPDR Portfolio Mortgage Backed Bond ETF 0.0%
Value ($000) $37 Shares 1,650 Est. Cost $21.55 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $37 Shares 351 Est. Cost $121.53 Unrealized -9.5%
NJR New Jersey Res Corp 0.0%
Value ($000) $36 Shares 748 Est. Cost $45.65 Unrealized +0.1%
ADM Archer Daniels Midland Company 0.0%
Value ($000) $36 Shares 600 Est. Cost $51.78 Unrealized +11.6%
RPM RPM International Inc 0.0%
Value ($000) $35 Shares 300 Est. Cost $131.90 Unrealized -9.0%
IWS iShares Russell Mid-Cap Value Index ETF 0.0%
Value ($000) $35 Shares 253 Est. Cost $129.34 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $35 Shares 171 Est. Cost $179.18 Unrealized +0.9%
SOLV Solventum Corp 0.0%
Value ($000) $35 Shares 475 Est. Cost $70.01 Unrealized +4.7%
VV Vanguard Index Large Cap ETF 0.0%
Value ($000) $34 Shares 110 Est. Cost $269.70 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $34 Shares 454 Est. Cost $88.04 Unrealized -18.3%
WBD Warner Bros Discovery Inc Series A 0.0%
Value ($000) $34 Shares 1,718 Est. Cost $13.30 Unrealized +2.4%
NUE Nucor Corp 0.0%
Value ($000) $33 Shares 247 Est. Cost $140.88 Unrealized -0.3%
DNP Select Income Fund 0.0%
Value ($000) $33 Shares 3,338 Est. Cost $8.82 Unrealized
Bank of America 7.25 Seriers L Preferred 0.0%
Value ($000) $32 Shares 25 Est. Cost $1210.00 Unrealized
CM Canadian Imperial Bank Of Commerce ADR 0.0%
Value ($000) $32 Shares 400 Est. Cost $61.55 Unrealized +22.3%
GSK GSK PLC ADR 0.0%
Value ($000) $32 Shares 740 Est. Cost $33.82 Unrealized
MDU MDU Resources Group Inc 0.0%
Value ($000) $32 Shares 1,772 Est. Cost $16.91 Unrealized -2.6%
KOMP SPDR S&P Kensho New Economies Composite ETF 0.0%
Value ($000) $31 Shares 500 Est. Cost $50.83 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $30 Shares 1,325 Est. Cost $16.96 Unrealized +20.8%
ELV Elevance Health INC 0.0%
Value ($000) $30 Shares 93 Est. Cost $409.27 Unrealized -24.7%
GM General Mtrs Co 0.0%
Value ($000) $30 Shares 492 Est. Cost $51.75 Unrealized +7.3%
ROBO ROBO Global Robotics & Automation Index ETF 0.0%
Value ($000) $30 Shares 454 Est. Cost $63.51 Unrealized
DOW Dow Inc 0.0%
Value ($000) $29 Shares 1,266 Est. Cost $37.23 Unrealized -34.7%
SLV iShares Silver Trust ETF 0.0%
Value ($000) $29 Shares 680 Est. Cost $30.58 Unrealized
AWK American Wtr Wks Co Inc New 0.0%
Value ($000) $29 Shares 206 Est. Cost $131.37 Unrealized +6.6%
DAL Delta Air Lines Inc 0.0%
Value ($000) $28 Shares 500 Est. Cost $58.33 Unrealized -2.6%
FV First Trust Dorsey Wright Focus 5 ETF 0.0%
Value ($000) $28 Shares 452 Est. Cost $59.06 Unrealized
BSCU Invesco BulletShares 2030 Corp Bond ETF 0.0%
Value ($000) $28 Shares 1,650 Est. Cost $16.78 Unrealized
BLV Vanguard Long-Term Bond ETF 0.0%
Value ($000) $27 Shares 385 Est. Cost $68.43 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $27 Shares 300 Est. Cost $84.33 Unrealized -5.3%
IVLU Ishares Tr MSCI Intl Vlu ETF 0.0%
Value ($000) $27 Shares 750 Est. Cost $27.11 Unrealized
SCHK Schwab Strategic Tr 1000 Index ETF 0.0%
Value ($000) $27 Shares 826 Est. Cost $28.31 Unrealized
KKR KKR & Co Inc 0.0%
Value ($000) $27 Shares 204 Est. Cost $145.82 Unrealized -2.9%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $26 Shares 483 Est. Cost $44.82 Unrealized
MSI Motorola Solutions Inc Com New 0.0%
Value ($000) $26 Shares 57 Est. Cost $468.46 Unrealized -4.3%
SGU Star Gas Partners LP 0.0%
Value ($000) $26 Shares 2,182 Est. Cost $11.77 Unrealized -0.7%
OLN Olin Corporation 0.0%
Value ($000) $26 Shares 1,030 Est. Cost $40.23 Unrealized -45.6%
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $80.20 Unrealized
SPDR STOXX Europe 50 Index ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $39.84 Unrealized
RPV Invesco Exchange Traded Fd Tr ETF 0.0%
Value ($000) $25 Shares 250 Est. Cost $90.21 Unrealized
SCHG Schwab Strategic Tr US Lcap Gr ETF 0.0%
Value ($000) $25 Shares 774 Est. Cost $31.91 Unrealized
IGE iShares S&P NA Natural Resources ETF 0.0%
Value ($000) $25 Shares 500 Est. Cost $42.73 Unrealized
IMCV iShares Morningstar Mid Cap Value ETF 0.0%
Value ($000) $25 Shares 305 Est. Cost $74.26 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $24 Shares 499 Est. Cost $57.10 Unrealized -13.9%
WDAY Workday Inc 0.0%
Value ($000) $24 Shares 100 Est. Cost $255.47 Unrealized -9.5%
DEO Diageo PLC (ADR) 0.0%
Value ($000) $24 Shares 250 Est. Cost $127.13 Unrealized
ESGV Vanguard ESG U.S. Stock ETF 0.0%
Value ($000) $24 Shares 200 Est. Cost $104.89 Unrealized
IBTL iBonds December 2031 Treasury Bond ETF 0.0%
Value ($000) $24 Shares 1,150 Est. Cost $19.80 Unrealized
SVAL iShares US Small Cap Value ETF 0.0%
Value ($000) $24 Shares 705 Est. Cost $32.48 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $24 Shares 250 Est. Cost $68.64 Unrealized +55.9%
ARKQ ARK Autonomous Technology & Robotics ETF 0.0%
Value ($000) $23 Shares 210 Est. Cost $111.56 Unrealized
CCI Crown Castle Inc 0.0%
Value ($000) $23 Shares 242 Est. Cost $98.11 Unrealized +1.0%
MFC Manulife Financial Corporation 0.0%
Value ($000) $23 Shares 748 Est. Cost $30.98 Unrealized -0.5%
VTWO Vanguard Scottsdale Fds 0.0%
Value ($000) $23 Shares 236 Est. Cost $89.33 Unrealized
LEN Lennar Corp 0.0%
Value ($000) $23 Shares 181 Est. Cost $159.73 Unrealized -22.6%
GPK Graphic Packing Holding Company 0.0%
Value ($000) $23 Shares 1,165 Est. Cost $28.92 Unrealized -24.8%
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $22 Shares 350 Est. Cost $56.48 Unrealized
EA Electronic Arts Inc Com 0.0%
Value ($000) $22 Shares 110 Est. Cost $153.06 Unrealized +8.0%
IGIB iShares Intermediate Credit Bond ETF 0.0%
Value ($000) $22 Shares 406 Est. Cost $51.51 Unrealized
ESGU iShares ESG Aware MSCI USA ETF 0.0%
Value ($000) $22 Shares 150 Est. Cost $128.82 Unrealized
OTIS Otis Worldwide Corp 0.0%
Value ($000) $21 Shares 235 Est. Cost $98.31 Unrealized -8.3%
WY Weyerhaeuser Co 0.0%
Value ($000) $21 Shares 852 Est. Cost $30.08 Unrealized -16.2%
ICSH Ishares Tr Blackrock Ultra 0.0%
Value ($000) $21 Shares 404 Est. Cost $50.43 Unrealized
Blackrock Global Opp Eqty Tr 0.0%
Value ($000) $20 Shares 1,760 Est. Cost $10.85 Unrealized
MKC McCormick & Company Inc 0.0%
Value ($000) $20 Shares 300 Est. Cost $76.10 Unrealized -9.3%
ROKU ROKU Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $75.79 Unrealized +21.7%
HRL Hormel Foods Corp 0.0%
Value ($000) $20 Shares 800 Est. Cost $30.03 Unrealized -9.0%
ADSK Autodesk Inc 0.0%
Value ($000) $20 Shares 62 Est. Cost $295.42 Unrealized +3.2%
BP BP PLC (ADR) 0.0%
Value ($000) $19 Shares 565 Est. Cost $29.56 Unrealized
ARKG Ark Tr Genomic Revolution ETF 0.0%
Value ($000) $19 Shares 700 Est. Cost $23.55 Unrealized
BNS Bank N S Halifax ADR 0.0%
Value ($000) $19 Shares 300 Est. Cost $51.65 Unrealized +14.1%
STT State Street Corporation 0.0%
Value ($000) $19 Shares 167 Est. Cost $91.24 Unrealized +20.7%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $19 Shares 100 Est. Cost $163.42 Unrealized
Blackrock Ltd Duration Inc Etf Com Shs 0.0%
Value ($000) $19 Shares 1,350 Est. Cost $14.14 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $19 Shares 650 Est. Cost $22.91 Unrealized +31.8%
IUSG iShares Cor SP US Growth ETF 0.0%
Value ($000) $19 Shares 114 Est. Cost $132.57 Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $18 Shares 223 Est. Cost $95.76 Unrealized -14.4%
PLTR Palantir Technologies Inc Class A 0.0%
Value ($000) $18 Shares 100 Est. Cost $58.25 Unrealized +178.2%
IUSV Ishares Tr Core S&P U S Value ETF 0.0%
Value ($000) $18 Shares 180 Est. Cost $92.40 Unrealized
NGD New Gold Inc Cda 0.0%
Value ($000) $18 Shares 2,500 Est. Cost $4.11 Unrealized +31.7%
GEV GE Vernova Inc 0.0%
Value ($000) $18 Shares 29 Est. Cost $442.12 Unrealized +37.0%
AIG American International Group Inc 0.0%
Value ($000) $18 Shares 227 Est. Cost $73.28 Unrealized +8.0%
IWN iShares Russell 2000 Value Index ETF 0.0%
Value ($000) $18 Shares 100 Est. Cost $164.17 Unrealized
EIX Edison International 0.0%
Value ($000) $17 Shares 316 Est. Cost $78.92 Unrealized -32.7%
GE General Electric Co New 0.0%
Value ($000) $17 Shares 58 Est. Cost $206.80 Unrealized +31.9%
Virtus Convertible & Income Fund II 0.0%
Value ($000) $17 Shares 1,250 Est. Cost $11.56 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $17 Shares 200 Est. Cost $48.56 Unrealized +42.9%
ETR Entergy Corporation 0.0%
Value ($000) $17 Shares 180 Est. Cost $69.96 Unrealized +24.5%
ECG Everus Constr Group 0.0%
Value ($000) $17 Shares 194 Est. Cost $62.93 Unrealized +18.1%
VGSH Vanguard Short Term Treasury ETF 0.0%
Value ($000) $16 Shares 280 Est. Cost $58.18 Unrealized
ALGT Allegiant Travel Company 0.0%
Value ($000) $16 Shares 270 Est. Cost $72.90 Unrealized -21.3%
CAR Avis Budget Group 0.0%
Value ($000) $16 Shares 100 Est. Cost $91.18 Unrealized +84.8%
XSD SPDR S&P Semiconductor ETF 0.0%
Value ($000) $16 Shares 50 Est. Cost $248.46 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $16 Shares 500 Est. Cost $30.89 Unrealized +5.0%
CANE Teucrium Commodity Tr Sugar Fd ETF 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $11.43 Unrealized
PHM Pulte Group Inc 0.0%
Value ($000) $16 Shares 120 Est. Cost $128.60 Unrealized -3.7%
XOP Spdr Ser Tr S&P Oil Gas Expl & Prodtn ETF 0.0%
Value ($000) $16 Shares 119 Est. Cost $132.37 Unrealized
IOSP Innospec Inc Com 0.0%
Value ($000) $15 Shares 200 Est. Cost $111.62 Unrealized -26.1%
ACN Accenture Plc Ireland 0.0%
Value ($000) $15 Shares 62 Est. Cost $354.74 Unrealized -26.5%
QUIK Quicklogic Corp New 0.0%
Value ($000) $15 Shares 2,500 Est. Cost $8.11 Unrealized -27.2%
FBND Fidelity Merrimack Str Tr Total Bd Etf 0.0%
Value ($000) $15 Shares 325 Est. Cost $44.87 Unrealized
KNF Knife Riv Hldg Co 0.0%
Value ($000) $15 Shares 194 Est. Cost $97.72 Unrealized -16.4%
AL Air Lease Corp Class A 0.0%
Value ($000) $14 Shares 227 Est. Cost $46.22 Unrealized +28.5%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $14 Shares 335 Est. Cost $40.67 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $14 Shares 35 Est. Cost $343.40 Unrealized
IWP iShares Russell Midcap Growth ETF 0.0%
Value ($000) $13 Shares 94 Est. Cost $126.76 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $13 Shares 216 Est. Cost $72.60 Unrealized -25.3%
STCE Schwab Strategic Tr Crypto Thematic ETF 0.0%
Value ($000) $12 Shares 156 Est. Cost $44.78 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $12 Shares 60 Est. Cost $188.91 Unrealized +1.3%
GRID First Trust Smart Grid Infrastructure ETF 0.0%
Value ($000) $12 Shares 80 Est. Cost $119.34 Unrealized
CTVA Corteva Inc Com 0.0%
Value ($000) $12 Shares 176 Est. Cost $72.16 Unrealized 0.0%
EQT EQT Corporation 0.0%
Value ($000) $12 Shares 213 Est. Cost $40.68 Unrealized +29.3%
Nuveen Amt-Free Mun Income F 0.0%
Value ($000) $12 Shares 1,015 Est. Cost $11.28 Unrealized
Gabelli Dividend & Income Tr 0.0%
Value ($000) $11 Shares 419 Est. Cost $24.15 Unrealized
SRRK Scholar Rock Holding Corp 0.0%
Value ($000) $11 Shares 300 Est. Cost $34.98 Unrealized 0.0%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $11 Shares 74 Est. Cost $175.97 Unrealized -6.2%
OEF Ishares Tr S&P 100 ETF 0.0%
Value ($000) $11 Shares 33 Est. Cost $288.85 Unrealized
LBTYK Liberty Global Ltd Class C 0.0%
Value ($000) $11 Shares 900 Est. Cost $12.35 Unrealized -9.3%
JCI Johnson Controls International Plc 0.0%
Value ($000) $10 Shares 95 Est. Cost $79.25 Unrealized +34.8%
FDS Factset Resh Sys Inc 0.0%
Value ($000) $10 Shares 35 Est. Cost $468.98 Unrealized -19.0%
TSCO Tractor Supply Co 0.0%
Value ($000) $10 Shares 175 Est. Cost $55.43 Unrealized +5.6%
SPTM Spdr Ser Tr Portfoli S&P1500 ETF 0.0%
Value ($000) $10 Shares 123 Est. Cost $71.43 Unrealized
ILTB iShares Core Long-Term USD Bond ETF 0.0%
Value ($000) $10 Shares 193 Est. Cost $48.65 Unrealized
IVOG Vanguard Admiral Fds Inc Midcp 400 Grw ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $112.69 Unrealized
CRL Charles River Laboratories 0.0%
Value ($000) $9 Shares 60 Est. Cost $192.63 Unrealized -17.6%
PJP Invesco Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $82.62 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $9 Shares 350 Est. Cost $23.54 Unrealized +8.5%
APPN Appian Corp Class A 0.0%
Value ($000) $9 Shares 300 Est. Cost $35.74 Unrealized -15.9%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $9 Shares 50 Est. Cost $326.48 Unrealized -38.6%
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $9 Shares 135 Est. Cost $65.00 Unrealized
IGLB iShares 10 Year Credit Bond Fund ETF 0.0%
Value ($000) $9 Shares 170 Est. Cost $49.40 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $9 Shares 350 Est. Cost $28.28 Unrealized -22.7%
QQQJ Invesco NASDASQ Next Gen 100 ETF 0.0%
Value ($000) $9 Shares 240 Est. Cost $31.04 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $8 Shares 43 Est. Cost $225.20 Unrealized -18.3%
MRSH Marsh & McLennan Companies Inc 0.0%
Value ($000) $8 Shares 39 Est. Cost $217.77 Unrealized -6.3%
Teucrium Commodity Tr Wheat Fd ETF 0.0%
Value ($000) $8 Shares 1,900 Est. Cost $4.82 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $8 Shares 338 Est. Cost $32.95 Unrealized -23.4%
HYDR Global X Funds Global X Hydrogen ETF 0.0%
Value ($000) $8 Shares 220 Est. Cost $17.59 Unrealized
RWR SPDR Dow Jones REIT ETF 0.0%
Value ($000) $8 Shares 75 Est. Cost $98.87 Unrealized
J Jacobs Solutions Inc 0.0%
Value ($000) $7 Shares 50 Est. Cost $136.24 Unrealized +5.1%
HASI Hannon Armstrong Sust Infr Cap 0.0%
Value ($000) $7 Shares 240 Est. Cost $29.11 Unrealized -7.7%
CAG Conagra Brands Inc. 0.0%
Value ($000) $7 Shares 400 Est. Cost $26.44 Unrealized -29.4%
FLEX Flextronics International Ltd 0.0%
Value ($000) $7 Shares 125 Est. Cost $37.01 Unrealized +43.5%
LHX L3 Harris Technologies Inc 0.0%
Value ($000) $7 Shares 22 Est. Cost $234.55 Unrealized +15.7%
IUSB Ishares Tr Core Total Bd Mkt ETF 0.0%
Value ($000) $7 Shares 143 Est. Cost $45.20 Unrealized
RIVN Rivian Automotive Inc 0.0%
Value ($000) $7 Shares 450 Est. Cost $12.56 Unrealized +6.7%
TFSL TFS Financial Corporation 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.05 Unrealized +5.8%
CSIQ Canadian Solar Inc 0.0%
Value ($000) $7 Shares 500 Est. Cost $12.90 Unrealized -7.3%
VHT Vanguard Healthcare Index ETF 0.0%
Value ($000) $6 Shares 25 Est. Cost $253.68 Unrealized
VOE Vanguard Index Fds Mcap 0.0%
Value ($000) $6 Shares 36 Est. Cost $161.78 Unrealized
VMBS Vanguard Scottsdale Mortgage-Backed ETF 0.0%
Value ($000) $6 Shares 132 Est. Cost $45.73 Unrealized
TEVA Teva Pharmaceutical Inds Ltdadr 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.76 Unrealized
HL Hecla Mng Co 0.0%
Value ($000) $6 Shares 500 Est. Cost $5.51 Unrealized +45.7%
GSAT Globalstar Inc New 0.0%
Value ($000) $6 Shares 166 Est. Cost $24.21 Unrealized +18.4%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $90.07 Unrealized
RSG Republic Svcs Inc Com 0.0%
Value ($000) $6 Shares 26 Est. Cost $204.32 Unrealized +14.2%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $6 Shares 150 Est. Cost $60.27 Unrealized -25.3%
ASML ASML Holding NV NY Registry Shs 0.0%
Value ($000) $6 Shares 6 Est. Cost $968.17 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $6 Shares 25 Est. Cost $222.56 Unrealized +0.2%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $40.78 Unrealized
Nuveen Floating Rate Income Fd 0.0%
Value ($000) $6 Shares 676 Est. Cost $8.18 Unrealized
RAL Ralliant Corp 0.0%
Value ($000) $6 Shares 126 Est. Cost $49.24 Unrealized -9.7%
HPQ Hp Inc 0.0%
Value ($000) $5 Shares 200 Est. Cost $34.20 Unrealized -23.6%
PPL PPL Corporation 0.0%
Value ($000) $5 Shares 145 Est. Cost $31.71 Unrealized +11.7%
NANR SPDR S&P North American Natural Resources ETF 0.0%
Value ($000) $5 Shares 83 Est. Cost $51.11 Unrealized
ING ING Group NV (ADR) 0.0%
Value ($000) $5 Shares 191 Est. Cost $26.08 Unrealized
ARM Arm Holdings Plc ADR 0.0%
Value ($000) $5 Shares 35 Est. Cost $123.37 Unrealized
OC Owens Corning 0.0%
Value ($000) $5 Shares 35 Est. Cost $165.95 Unrealized -11.6%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $5 Shares 200 Est. Cost $20.44 Unrealized +7.0%
WEN Wendys Co 0.0%
Value ($000) $5 Shares 531 Est. Cost $18.25 Unrealized -43.7%
TOL Toll Brothers Inc 0.0%
Value ($000) $5 Shares 35 Est. Cost $135.71 Unrealized -3.8%
LRCX Lam Research Corp New 0.0%
Value ($000) $5 Shares 36 Est. Cost $105.52 Unrealized 0.0%
EUFN Ishares Tr MSCI Euro Fl ETF 0.0%
Value ($000) $5 Shares 140 Est. Cost $31.63 Unrealized
SMCI Super Micro Computer Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.35 Unrealized +31.4%
TM Toyota Motor Corp Sp (ADR) Rep2 0.0%
Value ($000) $5 Shares 25 Est. Cost $194.60 Unrealized
GWW W W Grainger Inc 0.0%
Value ($000) $5 Shares 5 Est. Cost $1116.02 Unrealized -10.3%
AON Aon Plc Shs Cl A 0.0%
Value ($000) $5 Shares 13 Est. Cost $365.26 Unrealized -1.0%
WELL Welltower Inc 0.0%
Value ($000) $5 Shares 26 Est. Cost $147.88 Unrealized +10.5%
Eaton Vance Senior Floating Rate 0.0%
Value ($000) $5 Shares 400 Est. Cost $11.44 Unrealized
EL Estee Lauder Companies Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $77.36 Unrealized +14.4%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $4 Shares 21 Est. Cost $198.18 Unrealized
OHI Omega Healthcare Investors Inc REIT 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.85 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $4 Shares 416 Est. Cost $11.63 Unrealized -17.8%
BITO Proshares Bitcoin Strategy ETF 0.0%
Value ($000) $4 Shares 206 Est. Cost $22.78 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $4 Shares 18 Est. Cost $200.25 Unrealized 0.0%
MTB M&T Bank Corporation 0.0%
Value ($000) $4 Shares 18 Est. Cost $192.14 Unrealized +0.8%
SPGI S&p Global Inc Com 0.0%
Value ($000) $3 Shares 7 Est. Cost $503.12 Unrealized +6.1%
FLO Flowers Foods Inc 0.0%
Value ($000) $3 Shares 250 Est. Cost $20.40 Unrealized -28.3%
ALC Alcon Inc 0.0%
Value ($000) $3 Shares 43 Est. Cost $89.86 Unrealized -7.1%
NDAQ Nasdaq Inc 0.0%
Value ($000) $3 Shares 36 Est. Cost $76.22 Unrealized +20.9%
SONY Sony Group Corporation ADR 0.0%
Value ($000) $3 Shares 110 Est. Cost $28.79 Unrealized
MRP Millrose Pptys Inc Class A 0.0%
Value ($000) $3 Shares 90 Est. Cost $26.51 Unrealized
CLSK Cleanspark Inc New 0.0%
Value ($000) $3 Shares 200 Est. Cost $12.11 Unrealized -6.9%
MSCI MSCI Inc Com 0.0%
Value ($000) $3 Shares 5 Est. Cost $591.72 Unrealized -4.9%
MPWR Monolithic Pwr Sys Inc 0.0%
Value ($000) $3 Shares 3 Est. Cost $716.72 Unrealized +12.7%
NOW ServiceNow Inc 0.0%
Value ($000) $3 Shares 3 Est. Cost $186.78 Unrealized 0.0%
VALE Vale SA (ADR) 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.86 Unrealized
ARAY Accuray Inc 0.0%
Value ($000) $3 Shares 1,500 Est. Cost $1.89 Unrealized -21.8%
Flaherty & Crumrine Pfd Income 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.02 Unrealized
AMTM Amentum Holdings Inc Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $25.57 Unrealized -4.8%
FUN Six Flags Entertainment Corp. 0.0%
Value ($000) $2 Shares 100 Est. Cost $43.85 Unrealized -39.4%
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 -43.6%
VITL Vital Farms Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.56 Unrealized +22.1%
GEO Geo Group Inc New 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.17 Unrealized +3.0%
AQN Algonquin Pwr Utils Corp 0.0%
Value ($000) $2 Shares 367 Est. Cost $5.75 Unrealized 0.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.66 Unrealized -13.6%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $161.18 Unrealized +3.4%
NXT Nextracker Inc Class A 0.0%
Value ($000) $2 Shares 21 Est. Cost $36.62 Unrealized +75.9%
CC Chemours Co 0.0%
Value ($000) $1 Shares 92 Est. Cost $14.36 Unrealized 0.0%
MLPA Global X MLP ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $49.40 Unrealized
SCHI Schwab Strategic Tr 5-10 yr Corp Bd 0.0%
Value ($000) $1 Shares 60 Est. Cost $23.08 Unrealized
FNDX Schwab Fundamental US Large Company ETF 0.0%
Value ($000) $1 Shares 48 Est. Cost $26.29 Unrealized
SIRI SiriusXM Holdings Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.50 Unrealized -9.3%
OGN Organon & Co 0.0%
Value ($000) $1 Shares 97 Est. Cost $15.75 Unrealized -37.9%
FNDE Schwab Fundamental Emerging Markets ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $36.15 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $31.15 Unrealized
BRKR Bruker Corp 0.0%
Value ($000) $1 Shares 24 Est. Cost $58.77 Unrealized -39.5%
FNDF Schwab Fundamental International ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $42.94 Unrealized
HSY The Hershey Company 0.0%
Value ($000) $1 Shares 4 Est. Cost $172.88 Unrealized +3.9%
SCHE Schwab Strategic Tr Emrg Mkteq Etf 0.0%
Value ($000) $1 Shares 19 Est. Cost $33.37 Unrealized
SCHA Schwab Strategic Tr US Small Cap ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $27.90 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $74.54 Unrealized 0.0%
FNDC Schwab Fundamental International ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $44.50 Unrealized
SCHF Schwab Strategic Tr Intl Eqty ETF 0.0%
Value ($000) $0 Shares 18 Est. Cost $23.28 Unrealized
EBND Spdr Ser Tr Blombrg Brc Emrg 0.0%
Value ($000) $0 Shares 16 Est. Cost $21.38 Unrealized
SCHC Schwab International Small-Cap ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost $45.50 Unrealized
SCHP Schwarb US TIPS ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.00 Unrealized
NBIS Yandex N V Shs Class A 0.0%
Value ($000) $0 Shares 14 Est. Cost $24.38 Unrealized +184.8%
QUBT Quantum Computing Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $17.16 Unrealized 0.0%
OXSQ Oxford Square Cap Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.20 Unrealized 0.0%
HYLB DBX ETF Tr XTrack USD High 0.0%
Value ($000) $0 Shares 3 Est. Cost $37.00 Unrealized
SCHH Schwab Strategic Tr Us Reit Etf 0.0%
Value ($000) $0 Shares 5 Est. Cost $21.60 Unrealized
VNQI Vanguard International Equity Index Funds 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.50 Unrealized
HAUZ Dbx Etf Tr Xtrack Intl Real 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.00 Unrealized