Gladstone Institutional Advisory LLC Diversified Active

CIK: 0001766530 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Jan 30, 2023

Total Value ($000): $1,479 (100.0% shares, 0.0% debt)

Holdings (697)

AAPL APPLE INC 3.2%
Value ($000) $47 Shares 266,842 Est. Cost $126.27 Unrealized +30.5%
SPY SPDR S&P 500 ETF TR 3.0%
Value ($000) $44 Shares 98,275 Est. Cost $83.51 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.4%
Value ($000) $35 Shares 224,213 Est. Cost $0.16 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $30 Shares 97,477 Est. Cost $243.94 Unrealized +19.5%
AMZN AMAZON COM INC 1.6%
Value ($000) $23 Shares 7,056 Est. Cost $140.47 Unrealized +10.0%
IVV ISHARES TR 1.5%
Value ($000) $23 Shares 50,091 Est. Cost $141.88 Unrealized
VTV VANGUARD INDEX FDS 1.3%
Value ($000) $19 Shares 131,079 Est. Cost $3.14 Unrealized
VOO VANGUARD INDEX FDS 1.3%
Value ($000) $19 Shares 44,636 Est. Cost $62.53 Unrealized
IVW ISHARES TR 1.2%
Value ($000) $18 Shares 230,041 Est. Cost $33.09 Unrealized
XLK SELECT SECTOR SPDR TR 1.2%
Value ($000) $17 Shares 107,684 Est. Cost $2.52 Unrealized
SPYG SPDR SER TR 1.1%
Value ($000) $16 Shares 247,765 Est. Cost $0.07 Unrealized
IJH ISHARES TR 1.1%
Value ($000) $16 Shares 59,368 Est. Cost $125.03 Unrealized
GSLC GOLDMAN SACHS ETF TR 1.1%
Value ($000) $16 Shares 175,044 Est. Cost $6.15 Unrealized
IVE ISHARES TR 1.0%
Value ($000) $15 Shares 99,460 Est. Cost $58.88 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $14 Shares 49,905 Est. Cost $20.62 Unrealized +21.4%
TSLA TESLA INC 0.9%
Value ($000) $13 Shares 12,346 Est. Cost $219.33 Unrealized +42.0%
GOOGL ALPHABET INC 0.9%
Value ($000) $13 Shares 4,780 Est. Cost $108.31 Unrealized +24.5%
IJR ISHARES TR 0.9%
Value ($000) $13 Shares 117,455 Est. Cost $10.80 Unrealized
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $12 Shares 320,852 Est. Cost $0.04 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $12 Shares 233,496 Est. Cost $4.78 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $11 Shares 153,069 Est. Cost $8.69 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $11 Shares 29,344 Est. Cost $12.98 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $11 Shares 20,785 Est. Cost $391.21 Unrealized +15.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $10 Shares 125,569 Est. Cost $53.59 Unrealized +26.7%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.7%
Value ($000) $10 Shares 361,914 Est. Cost $0.02 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $10 Shares 56,535 Est. Cost $141.47 Unrealized +7.3%
USMV ISHARES TR 0.6%
Value ($000) $9 Shares 121,395 Est. Cost $38.59 Unrealized
SCHV SCHWAB STRATEGIC TR 0.6%
Value ($000) $9 Shares 130,182 Est. Cost $41.06 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.6%
Value ($000) $9 Shares 269,957 Est. Cost $0.04 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $9 Shares 38,790 Est. Cost $291.11 Unrealized -14.7%
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $8 Shares 245,177 Est. Cost $1.46 Unrealized
PDBC INVESCO ACTIVLY MANGD ETC FD 0.5%
Value ($000) $8 Shares 452,065 Est. Cost $0.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $8 Shares 22,359 Est. Cost $283.78 Unrealized +14.0%
VFVA VANGUARD WELLINGTON FD 0.5%
Value ($000) $8 Shares 73,925 Est. Cost $0.11 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $8 Shares 26,091 Est. Cost $286.33 Unrealized +9.7%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $8 Shares 47,235 Est. Cost $87.41 Unrealized +40.4%
UNP UNION PAC CORP 0.5%
Value ($000) $8 Shares 27,962 Est. Cost $202.88 Unrealized +13.6%
VNLA JANUS DETROIT STR TR 0.5%
Value ($000) $8 Shares 155,631 Est. Cost $2.73 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $8 Shares 55,712 Est. Cost $133.47 Unrealized +0.1%
ABBV ABBVIE INC 0.5%
Value ($000) $8 Shares 46,466 Est. Cost $107.33 Unrealized +17.8%
MINT PIMCO ETF TR 0.5%
Value ($000) $7 Shares 74,785 Est. Cost $11.24 Unrealized
V VISA INC 0.5%
Value ($000) $7 Shares 33,701 Est. Cost $202.61 Unrealized +3.7%
ILCB ISHARES TR 0.5%
Value ($000) $7 Shares 114,179 Est. Cost $0.06 Unrealized
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $7 Shares 92,155 Est. Cost $35.05 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $7 Shares 24,514 Est. Cost $79.43 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $7 Shares 88,310 Est. Cost $0.07 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $7 Shares 128,278 Est. Cost $33.97 Unrealized +25.0%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $7 Shares 48,370 Est. Cost $4.09 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $6 Shares 42,218 Est. Cost $123.45 Unrealized +15.1%
IMCB ISHARES TR 0.4%
Value ($000) $6 Shares 94,192 Est. Cost $0.07 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $6 Shares 137,059 Est. Cost $33.51 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $6 Shares 2,219 Est. Cost $115.51 Unrealized +16.8%
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $6 Shares 14,851 Est. Cost $23.53 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $6 Shares 33,946 Est. Cost $49.00 Unrealized
ITOT ISHARES TR 0.4%
Value ($000) $6 Shares 60,567 Est. Cost $50.21 Unrealized
QUAL ISHARES TR 0.4%
Value ($000) $6 Shares 45,081 Est. Cost $0.13 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $6 Shares 112,566 Est. Cost $0.05 Unrealized
NEAR ISHARES U S ETF TR 0.4%
Value ($000) $6 Shares 112,634 Est. Cost $10.57 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $6 Shares 120,944 Est. Cost $0.05 Unrealized
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $5 Shares 64,368 Est. Cost $71.61 Unrealized +0.6%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $5 Shares 22,664 Est. Cost $11.79 Unrealized
MDYV SPDR SER TR 0.4%
Value ($000) $5 Shares 76,284 Est. Cost $41.77 Unrealized
IEMG ISHARES INC 0.4%
Value ($000) $5 Shares 96,585 Est. Cost $28.45 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $5 Shares 15,425 Est. Cost $49.95 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $5 Shares 89,685 Est. Cost $30.52 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $5 Shares 18,418 Est. Cost $100.13 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $5 Shares 24,678 Est. Cost $152.07 Unrealized +16.5%
KO COCA COLA CO 0.4%
Value ($000) $5 Shares 85,232 Est. Cost $49.74 Unrealized +8.7%
FVD FIRST TR VALUE LINE DIVID IN 0.4%
Value ($000) $5 Shares 123,990 Est. Cost $16.37 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $5 Shares 22,568 Est. Cost $119.91 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $5 Shares 8,113 Est. Cost $50.50 Unrealized +9.1%
LOW LOWES COS INC 0.3%
Value ($000) $5 Shares 25,111 Est. Cost $187.72 Unrealized +13.7%
QCOM QUALCOMM INC 0.3%
Value ($000) $5 Shares 32,941 Est. Cost $138.35 Unrealized +11.0%
IWD ISHARES TR 0.3%
Value ($000) $5 Shares 30,135 Est. Cost $27.00 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $5 Shares 24,330 Est. Cost $35.33 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $5 Shares 42,821 Est. Cost $187.24 Unrealized -29.1%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $5 Shares 8,544 Est. Cost $429.15 Unrealized +16.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $5 Shares 35,696 Est. Cost $158.78 Unrealized -11.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $5 Shares 104,260 Est. Cost $47.69 Unrealized -10.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $5 Shares 10,939 Est. Cost $322.86 Unrealized +13.1%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $5 Shares 14,111 Est. Cost $303.25 Unrealized +5.0%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $5 Shares 25,926 Est. Cost $164.19 Unrealized -4.2%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $5 Shares 242,106 Est. Cost $7.90 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $5 Shares 21,554 Est. Cost $225.61 Unrealized -5.8%
RDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $5 Shares 93,321 Est. Cost $0.05 Unrealized
BLACKROCK INC 0.3%
Value ($000) $5 Shares 5,907 Est. Cost $0.84 Unrealized
KRE SPDR SER TR 0.3%
Value ($000) $5 Shares 65,382 Est. Cost $0.07 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $4 Shares 25,826 Est. Cost $136.43 Unrealized +8.8%
MRK MERCK & CO INC 0.3%
Value ($000) $4 Shares 52,512 Est. Cost $65.25 Unrealized +7.1%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $4 Shares 12,033 Est. Cost $320.52 Unrealized +9.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $4 Shares 38,266 Est. Cost $112.37 Unrealized +6.2%
COWZ PACER FDS TR 0.3%
Value ($000) $4 Shares 83,762 Est. Cost $0.05 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $4 Shares 34,435 Est. Cost $9.41 Unrealized
DSTL ETF SER SOLUTIONS 0.3%
Value ($000) $4 Shares 92,064 Est. Cost $0.03 Unrealized
NKE NIKE INC 0.3%
Value ($000) $4 Shares 30,075 Est. Cost $141.46 Unrealized -6.7%
DHR DANAHER CORPORATION 0.3%
Value ($000) $4 Shares 13,786 Est. Cost $262.75 Unrealized -6.5%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $4 Shares 50,749 Est. Cost $29.51 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $4 Shares 52,924 Est. Cost $0.07 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $4 Shares 51,008 Est. Cost $2.95 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $4 Shares 71,086 Est. Cost $46.35 Unrealized +8.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $4 Shares 8,677 Est. Cost $567.49 Unrealized -15.2%
NWL NEWELL BRANDS INC 0.3%
Value ($000) $4 Shares 184,318 Est. Cost $19.34 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $4 Shares 14,174 Est. Cost $11.40 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $4 Shares 15,630 Est. Cost $207.49 Unrealized +9.8%
INTU INTUIT 0.3%
Value ($000) $4 Shares 8,016 Est. Cost $532.75 Unrealized -6.2%
AGG ISHARES TR 0.3%
Value ($000) $4 Shares 35,330 Est. Cost $71.67 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $4 Shares 44,310 Est. Cost $0.08 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $4 Shares 78,570 Est. Cost $13.92 Unrealized
T AT&T INC 0.2%
Value ($000) $4 Shares 155,323 Est. Cost $15.55 Unrealized -4.1%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $4 Shares 16,970 Est. Cost $14.33 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $4 Shares 34,665 Est. Cost $0.10 Unrealized
SLYV SPDR SER TR 0.2%
Value ($000) $4 Shares 42,502 Est. Cost $47.07 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $4 Shares 35,370 Est. Cost $50.28 Unrealized +58.4%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $3 Shares 47,744 Est. Cost $42.71 Unrealized +33.1%
MTUM ISHARES TR 0.2%
Value ($000) $3 Shares 20,396 Est. Cost $16.75 Unrealized
MDYG SPDR SER TR 0.2%
Value ($000) $3 Shares 46,215 Est. Cost $41.34 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $3 Shares 15,994 Est. Cost $193.39 Unrealized -1.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $3 Shares 17,740 Est. Cost $17.75 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $3 Shares 11,567 Est. Cost $244.17 Unrealized +1.8%
O REALTY INCOME CORP 0.2%
Value ($000) $3 Shares 45,588 Est. Cost $55.34 Unrealized -0.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $3 Shares 16,215 Est. Cost $180.81 Unrealized -5.8%
NFLX NETFLIX INC 0.2%
Value ($000) $3 Shares 8,379 Est. Cost $47.82 Unrealized -12.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $3 Shares 28,228 Est. Cost $108.80 Unrealized -13.9%
WMT WALMART INC 0.2%
Value ($000) $3 Shares 20,999 Est. Cost $43.59 Unrealized +2.3%
EMQQ EXCHANGE TRADED CONCEPTS TR 0.2%
Value ($000) $3 Shares 94,101 Est. Cost $0.05 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.2%
Value ($000) $3 Shares 31,982 Est. Cost $0.09 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $3 Shares 79,151 Est. Cost $12.28 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $3 Shares 14,537 Est. Cost $202.93 Unrealized +0.4%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $3 Shares 58,774 Est. Cost $41.95 Unrealized -1.1%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $3 Shares 61,981 Est. Cost $4.34 Unrealized
HELE HELEN OF TROY LTD 0.2%
Value ($000) $3 Shares 15,186 Est. Cost $210.67 Unrealized 0.0%
BX BLACKSTONE INC 0.2%
Value ($000) $3 Shares 23,431 Est. Cost $101.84 Unrealized +5.3%
MOAT VANECK ETF TRUST 0.2%
Value ($000) $3 Shares 39,196 Est. Cost $33.67 Unrealized
GEM GOLDMAN SACHS ETF TR 0.2%
Value ($000) $3 Shares 86,143 Est. Cost $0.04 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $3 Shares 138,333 Est. Cost $0.02 Unrealized
BAC BK OF AMERICA CORP 0.2%
Value ($000) $3 Shares 70,096 Est. Cost $31.30 Unrealized +30.4%
DES WISDOMTREE TR 0.2%
Value ($000) $3 Shares 90,390 Est. Cost $0.03 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $3 Shares 120,152 Est. Cost $0.02 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $3 Shares 118,002 Est. Cost $0.03 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $3 Shares 28,513 Est. Cost $73.97 Unrealized +17.3%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $3 Shares 23,958 Est. Cost $112.18 Unrealized 0.0%
IDEV ISHARES TR 0.2%
Value ($000) $3 Shares 44,191 Est. Cost $0.07 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $3 Shares 15,153 Est. Cost $0.18 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $3 Shares 23,347 Est. Cost $0.12 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $3 Shares 35,673 Est. Cost $0.08 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $3 Shares 131,259 Est. Cost $0.02 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.2%
Value ($000) $3 Shares 73,918 Est. Cost $0.04 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $3 Shares 10,813 Est. Cost $279.58 Unrealized -4.7%
TIP ISHARES TR 0.2%
Value ($000) $3 Shares 21,648 Est. Cost $0.13 Unrealized
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $3 Shares 28,853 Est. Cost $0.10 Unrealized
TMFS RBB FD INC 0.2%
Value ($000) $3 Shares 86,111 Est. Cost $0.04 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $3 Shares 10,512 Est. Cost $0.26 Unrealized
CFR CULLEN FROST BANKERS INC 0.2%
Value ($000) $3 Shares 18,987 Est. Cost $123.52 Unrealized 0.0%
GSEW GOLDMAN SACHS ETF TR 0.2%
Value ($000) $3 Shares 37,948 Est. Cost $0.07 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $3 Shares 26,769 Est. Cost $0.09 Unrealized
XSOE WISDOMTREE TR 0.2%
Value ($000) $3 Shares 77,333 Est. Cost $0.03 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3 Shares 29,454 Est. Cost $0.08 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $2 Shares 18,954 Est. Cost $127.24 Unrealized +4.4%
CVS CVS HEALTH CORP 0.2%
Value ($000) $2 Shares 24,642 Est. Cost $77.28 Unrealized +19.1%
CCOR LISTED FD TR 0.2%
Value ($000) $2 Shares 81,825 Est. Cost $0.03 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $2 Shares 9,817 Est. Cost $221.22 Unrealized -2.9%
VSDA VICTORY PORTFOLIOS II 0.2%
Value ($000) $2 Shares 53,104 Est. Cost $0.05 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2 Shares 28,441 Est. Cost $24.37 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $2 Shares 50,387 Est. Cost $43.43 Unrealized +11.6%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2 Shares 5,726 Est. Cost $400.12 Unrealized -1.5%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $2 Shares 3,967 Est. Cost $552.34 Unrealized +2.9%
BEN FRANKLIN RESOURCES INC 0.2%
Value ($000) $2 Shares 83,404 Est. Cost $25.28 Unrealized -1.6%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $2 Shares 9,622 Est. Cost $190.82 Unrealized +7.3%
MGC VANGUARD WORLD FD 0.2%
Value ($000) $2 Shares 14,447 Est. Cost $0.16 Unrealized
VOX VANGUARD WORLD FDS 0.2%
Value ($000) $2 Shares 19,108 Est. Cost $0.14 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $2 Shares 27,562 Est. Cost $0.08 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $2 Shares 44,251 Est. Cost $49.60 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $2 Shares 28,856 Est. Cost $0.08 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $2 Shares 54,092 Est. Cost $34.25 Unrealized +4.8%
ISCB ISHARES TR 0.1%
Value ($000) $2 Shares 41,242 Est. Cost $0.05 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $2 Shares 78,558 Est. Cost $0.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2 Shares 16,811 Est. Cost $100.10 Unrealized +12.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $2 Shares 30,417 Est. Cost $62.74 Unrealized +13.0%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $2 Shares 48,176 Est. Cost $0.05 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $2 Shares 25,003 Est. Cost $72.23 Unrealized +0.8%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $2 Shares 40,276 Est. Cost $55.07 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $2 Shares 3,089 Est. Cost $39.93 Unrealized +11.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $2 Shares 4 Est. Cost $426074.94 Unrealized +13.9%
HYLB DBX ETF TR 0.1%
Value ($000) $2 Shares 55,185 Est. Cost $0.04 Unrealized
IXN ISHARES TR 0.1%
Value ($000) $2 Shares 35,761 Est. Cost $5.53 Unrealized
BA BOEING CO 0.1%
Value ($000) $2 Shares 10,709 Est. Cost $251.67 Unrealized -20.2%
MXI ISHARES TR 0.1%
Value ($000) $2 Shares 21,406 Est. Cost $0.09 Unrealized
GGG GRACO INC 0.1%
Value ($000) $2 Shares 28,594 Est. Cost $42.66 Unrealized +60.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $2 Shares 849 Est. Cost $2298.42 Unrealized 0.0%
FXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2 Shares 125,032 Est. Cost $0.02 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $2 Shares 25,255 Est. Cost $16.98 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $2 Shares 29,556 Est. Cost $8.88 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2 Shares 39,721 Est. Cost $0.05 Unrealized
IMCV ISHARES TR 0.1%
Value ($000) $2 Shares 27,402 Est. Cost $0.07 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $2 Shares 11,518 Est. Cost $121.46 Unrealized +16.5%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $2 Shares 3,381 Est. Cost $587.05 Unrealized 0.0%
SLYG SPDR SER TR 0.1%
Value ($000) $2 Shares 21,775 Est. Cost $48.05 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $2 Shares 13,335 Est. Cost $109.87 Unrealized -0.1%
AMGN AMGEN INC 0.1%
Value ($000) $2 Shares 7,405 Est. Cost $197.29 Unrealized +3.0%
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $2 Shares 21,965 Est. Cost $0.09 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $2 Shares 22,316 Est. Cost $0.07 Unrealized
KRMA GLOBAL X FDS 0.1%
Value ($000) $2 Shares 54,160 Est. Cost $0.03 Unrealized
CFO VICTORY PORTFOLIOS II 0.1%
Value ($000) $2 Shares 23,619 Est. Cost $0.07 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $2 Shares 10,673 Est. Cost $55.96 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $2 Shares 9,048 Est. Cost $202.19 Unrealized -5.9%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $2 Shares 27,113 Est. Cost $55.04 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2 Shares 31,851 Est. Cost $0.05 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $2 Shares 33,829 Est. Cost $36.13 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2 Shares 30,820 Est. Cost $0.05 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $2 Shares 23,974 Est. Cost $0.07 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $2 Shares 27,252 Est. Cost $27.75 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $2 Shares 94,467 Est. Cost $12.24 Unrealized +18.9%
ABT ABBOTT LABS 0.1%
Value ($000) $2 Shares 13,396 Est. Cost $109.12 Unrealized +5.7%
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $2 Shares 17,903 Est. Cost $14.03 Unrealized
ARKG ARK ETF TR 0.1%
Value ($000) $2 Shares 34,233 Est. Cost $1.10 Unrealized
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $2 Shares 5,145 Est. Cost $0.34 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $2 Shares 17,190 Est. Cost $97.78 Unrealized -12.1%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $2 Shares 7,974 Est. Cost $0.20 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $2 Shares 20,488 Est. Cost $0.08 Unrealized
IYH ISHARES TR 0.1%
Value ($000) $2 Shares 5,379 Est. Cost $0.29 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $2 Shares 32,500 Est. Cost $0.05 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $2 Shares 8,293 Est. Cost $149.86 Unrealized -2.8%
DGRW WISDOMTREE TR 0.1%
Value ($000) $2 Shares 23,737 Est. Cost $0.06 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.1%
Value ($000) $2 Shares 48,243 Est. Cost $0.03 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 13,833 Est. Cost $13.97 Unrealized
CELH CELSIUS HLDGS INC 0.1%
Value ($000) $1 Shares 27,167 Est. Cost $24.84 Unrealized -27.7%
INTC INTEL CORP 0.1%
Value ($000) $1 Shares 30,201 Est. Cost $50.85 Unrealized -9.2%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $1 Shares 13,667 Est. Cost $210.59 Unrealized -45.3%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $1 Shares 7,951 Est. Cost $167.30 Unrealized +4.1%
HDV ISHARES TR 0.1%
Value ($000) $1 Shares 13,595 Est. Cost $0.10 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $1 Shares 28,870 Est. Cost $0.05 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $1 Shares 30,995 Est. Cost $0.05 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1 Shares 6,306 Est. Cost $179.58 Unrealized +9.7%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1 Shares 8,274 Est. Cost $97.57 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $1 Shares 19,147 Est. Cost $16.85 Unrealized
TIDAL ETF TR 0.1%
Value ($000) $1 Shares 28,519 Est. Cost $0.05 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1 Shares 30,116 Est. Cost $0.05 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $1 Shares 8,085 Est. Cost $157.06 Unrealized +1.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $1 Shares 2,046 Est. Cost $77.84 Unrealized +5.5%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1 Shares 7,856 Est. Cost $160.33 Unrealized 0.0%
QUS SPDR SER TR 0.1%
Value ($000) $1 Shares 10,971 Est. Cost $0.13 Unrealized
LSAT TWO RDS SHARED TR 0.1%
Value ($000) $1 Shares 39,518 Est. Cost $0.03 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 53,903 Est. Cost $16.70 Unrealized
LRGE LEGG MASON ETF INVT TR 0.1%
Value ($000) $1 Shares 24,614 Est. Cost $0.05 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1 Shares 10,101 Est. Cost $0.12 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $1 Shares 14,737 Est. Cost $74.42 Unrealized +13.7%
IHAK ISHARES TR 0.1%
Value ($000) $1 Shares 30,123 Est. Cost $0.04 Unrealized
DIREXION SHS ETF TR 0.1%
Value ($000) $1 Shares 63,902 Est. Cost $0.03 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 14,386 Est. Cost $0.09 Unrealized
LSAF TWO RDS SHARED TR 0.1%
Value ($000) $1 Shares 38,901 Est. Cost $0.03 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1 Shares 49,311 Est. Cost $0.03 Unrealized
KOMP SPDR SER TR 0.1%
Value ($000) $1 Shares 24,221 Est. Cost $0.06 Unrealized
KXI ISHARES TR 0.1%
Value ($000) $1 Shares 20,160 Est. Cost $0.06 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1 Shares 29,908 Est. Cost $29.47 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.1%
Value ($000) $1 Shares 63,209 Est. Cost $0.02 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1 Shares 6,609 Est. Cost $132.55 Unrealized +29.6%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 26,106 Est. Cost $51.17 Unrealized
STPZ PIMCO ETF TR 0.1%
Value ($000) $1 Shares 22,626 Est. Cost $0.06 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $1 Shares 12,213 Est. Cost $21.82 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 22,715 Est. Cost $0.08 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 5,182 Est. Cost $69.48 Unrealized
ULST SSGA ACTIVE ETF TR 0.1%
Value ($000) $1 Shares 30,351 Est. Cost $0.04 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $1 Shares 10,032 Est. Cost $0.11 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $1 Shares 11,296 Est. Cost $0.11 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $1 Shares 18,125 Est. Cost $0.06 Unrealized
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $1 Shares 18,201 Est. Cost $0.06 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 14,040 Est. Cost $79.31 Unrealized -2.9%
SMH VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 4,282 Est. Cost $0.24 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $1 Shares 3,136 Est. Cost $358.99 Unrealized 0.0%
LDSF FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1 Shares 58,913 Est. Cost $15.59 Unrealized
JMBS JANUS DETROIT STR TR 0.1%
Value ($000) $1 Shares 22,858 Est. Cost $34.44 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1 Shares 47,893 Est. Cost $0.02 Unrealized
MMM 3M CO 0.1%
Value ($000) $1 Shares 7,637 Est. Cost $131.46 Unrealized -12.8%
TLTD FLEXSHARES TR 0.1%
Value ($000) $1 Shares 16,584 Est. Cost $0.07 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1 Shares 12,353 Est. Cost $7.39 Unrealized
QVAL ALPHA ARCHITECT ETF TR 0.1%
Value ($000) $1 Shares 30,483 Est. Cost $0.04 Unrealized
DUSA DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $1 Shares 33,748 Est. Cost $0.03 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $1 Shares 23,310 Est. Cost $34.52 Unrealized +6.7%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1 Shares 9,751 Est. Cost $44.77 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $1 Shares 8,391 Est. Cost $42.81 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $1 Shares 10,443 Est. Cost $0.10 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1 Shares 11,380 Est. Cost $73.48 Unrealized +12.7%
DOW DOW INC 0.1%
Value ($000) $1 Shares 16,660 Est. Cost $47.47 Unrealized +1.7%
MBB ISHARES TR 0.1%
Value ($000) $1 Shares 10,390 Est. Cost $22.34 Unrealized
HANESBRANDS INC 0.1%
Value ($000) $1 Shares 70,346 Est. Cost $0.01 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $1 Shares 7,644 Est. Cost $174.37 Unrealized -30.6%
IUSG ISHARES TR 0.1%
Value ($000) $1 Shares 9,708 Est. Cost $26.74 Unrealized
HUMA HUMACYTE INC 0.1%
Value ($000) $1 Shares 144,867 Est. Cost $9.89 Unrealized -41.1%
XT ISHARES TR 0.1%
Value ($000) $1 Shares 17,144 Est. Cost $28.65 Unrealized
TWO RDS SHARED TR 0.1%
Value ($000) $1 Shares 30,935 Est. Cost $0.03 Unrealized
LINDE PLC 0.1%
Value ($000) $1 Shares 3,147 Est. Cost $0.29 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 6,588 Est. Cost $41.57 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $1 Shares 8,376 Est. Cost $91.79 Unrealized +24.3%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $1 Shares 13,959 Est. Cost $37.53 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 79,400 Est. Cost $18.33 Unrealized -15.7%
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1 Shares 17,297 Est. Cost $0.06 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 44,045 Est. Cost $0.02 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1 Shares 9,915 Est. Cost $86.40 Unrealized +1.2%
EATON VANCE TAX-MANAGED DIVE 0.1%
Value ($000) $1 Shares 69,416 Est. Cost $0.01 Unrealized
SLQD ISHARES TR 0.1%
Value ($000) $1 Shares 19,349 Est. Cost $0.05 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 3,796 Est. Cost $0.25 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $1 Shares 4,840 Est. Cost $0.18 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY 0.1%
Value ($000) $1 Shares 70,143 Est. Cost $13.73 Unrealized
JSMD JANUS DETROIT STR TR 0.1%
Value ($000) $1 Shares 15,345 Est. Cost $34.38 Unrealized
ICLN ISHARES TR 0.1%
Value ($000) $1 Shares 43,357 Est. Cost $0.02 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1 Shares 17,412 Est. Cost $57.68 Unrealized -7.2%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 18,628 Est. Cost $16.40 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 14,119 Est. Cost $0.06 Unrealized
MRNA MODERNA INC 0.1%
Value ($000) $1 Shares 5,280 Est. Cost $152.40 Unrealized +10.5%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1 Shares 12,353 Est. Cost $27.86 Unrealized +8.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 3,638 Est. Cost $170.69 Unrealized +25.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1 Shares 2,729 Est. Cost $299.97 Unrealized +6.6%
USB US BANCORP DEL 0.1%
Value ($000) $1 Shares 16,956 Est. Cost $45.54 Unrealized +5.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1 Shares 14,325 Est. Cost $53.80 Unrealized +9.0%
MUB ISHARES TR 0.1%
Value ($000) $1 Shares 8,168 Est. Cost $26.77 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1 Shares 5,637 Est. Cost $131.29 Unrealized +8.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1 Shares 5,392 Est. Cost $151.65 Unrealized -0.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 11,901 Est. Cost $0.07 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $1 Shares 8,244 Est. Cost $10.06 Unrealized
MARA MARATHON DIGITAL HOLDINGS IN 0.1%
Value ($000) $1 Shares 31,465 Est. Cost $25.99 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $1 Shares 2,890 Est. Cost $242.30 Unrealized +17.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1 Shares 1,394 Est. Cost $67.13 Unrealized +33.3%
IDXX IDEXX LABS INC 0.1%
Value ($000) $1 Shares 1,576 Est. Cost $671.94 Unrealized -21.7%
ESGU ISHARES TR 0.1%
Value ($000) $1 Shares 8,488 Est. Cost $0.09 Unrealized
HDMV FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $1 Shares 27,999 Est. Cost $0.03 Unrealized
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $1 Shares 29,425 Est. Cost $22.51 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $1 Shares 3,986 Est. Cost $161.14 Unrealized +19.7%
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 11,732 Est. Cost $53.42 Unrealized +9.9%
NOW SERVICENOW INC 0.1%
Value ($000) $1 Shares 1,525 Est. Cost $107.88 Unrealized +3.9%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $1 Shares 3,738 Est. Cost $205.29 Unrealized -9.2%
TFC TRUIST FINL CORP 0.1%
Value ($000) $1 Shares 14,982 Est. Cost $46.04 Unrealized +10.0%
LEGG MASON ETF INVT TR 0.1%
Value ($000) $1 Shares 18,500 Est. Cost $0.05 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $1 Shares 3,374 Est. Cost $255.76 Unrealized -9.3%
PFF ISHARES TR 0.1%
Value ($000) $1 Shares 23,116 Est. Cost $22.10 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1 Shares 3,724 Est. Cost $187.44 Unrealized +4.3%
BKIE BNY MELLON ETF TRUST 0.1%
Value ($000) $1 Shares 11,768 Est. Cost $0.07 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 5,475 Est. Cost $0.17 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $1 Shares 6,831 Est. Cost $64.20 Unrealized +45.6%
NVS NOVARTIS AG 0.1%
Value ($000) $1 Shares 9,250 Est. Cost $22.32 Unrealized
DINT DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $1 Shares 45,566 Est. Cost $0.02 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $1 Shares 35,022 Est. Cost $0.02 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $1 Shares 7,727 Est. Cost $0.10 Unrealized
LUCID GROUP INC 0.1%
Value ($000) $1 Shares 31,087 Est. Cost $0.03 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1 Shares 4,250 Est. Cost $0.18 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $1 Shares 10,195 Est. Cost $22.87 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 3,429 Est. Cost $63.92 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1 Shares 12,835 Est. Cost $58.51 Unrealized -5.7%
IHI ISHARES TR 0.1%
Value ($000) $1 Shares 12,467 Est. Cost $0.08 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1 Shares 2,693 Est. Cost $271.48 Unrealized -1.2%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 15,727 Est. Cost $0.05 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $1 Shares 14,674 Est. Cost $0.05 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $1 Shares 5,177 Est. Cost $137.72 Unrealized -8.9%
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 14,554 Est. Cost $0.05 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $1 Shares 26,204 Est. Cost $0.03 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1 Shares 4,259 Est. Cost $129.95 Unrealized +14.4%
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $1 Shares 27,123 Est. Cost $28.67 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $1 Shares 11,977 Est. Cost $30.75 Unrealized
GLW CORNING INC 0.0%
Value ($000) $1 Shares 19,309 Est. Cost $34.93 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 4,050 Est. Cost $0.14 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $1 Shares 28,469 Est. Cost $14.98 Unrealized 0.0%
TWO RDS SHARED TR 0.0%
Value ($000) $1 Shares 19,508 Est. Cost $0.04 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $1 Shares 13,151 Est. Cost $0.05 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 3,296 Est. Cost $0.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $1 Shares 1,398 Est. Cost $0.48 Unrealized
DBAW DBX ETF TR 0.0%
Value ($000) $1 Shares 21,243 Est. Cost $0.03 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $1 Shares 10,240 Est. Cost $46.76 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $1 Shares 8,801 Est. Cost $41.33 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1 Shares 6,667 Est. Cost $59.48 Unrealized +29.4%
EMB ISHARES TR 0.0%
Value ($000) $1 Shares 6,906 Est. Cost $30.51 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $1 Shares 6,544 Est. Cost $30.03 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 4,515 Est. Cost $101.13 Unrealized +14.3%
LEGR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 16,548 Est. Cost $0.04 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1 Shares 560 Est. Cost $1347.70 Unrealized -19.3%
CREDIT SUISSE AG NASSAU BRH 0.0%
Value ($000) $1 Shares 78,077 Est. Cost $0.01 Unrealized
QEFA SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 9,130 Est. Cost $0.07 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $1 Shares 2,318 Est. Cost $284.39 Unrealized +0.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 12,599 Est. Cost $32.91 Unrealized +12.8%
LAM RESEARCH CORP 0.0%
Value ($000) $1 Shares 1,222 Est. Cost $0.64 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 13,553 Est. Cost $0.05 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $1 Shares 5,850 Est. Cost $0.11 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $1 Shares 20,349 Est. Cost $0.03 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1 Shares 1,288 Est. Cost $422.77 Unrealized 0.0%
SOXX ISHARES TR 0.0%
Value ($000) $1 Shares 1,290 Est. Cost $0.38 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $1 Shares 5,685 Est. Cost $36.62 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $1 Shares 12,360 Est. Cost $66.11 Unrealized -18.7%
DYLD TWO RDS SHARED TR 0.0%
Value ($000) $1 Shares 26,001 Est. Cost $0.02 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $1 Shares 8,358 Est. Cost $0.07 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $1 Shares 4,540 Est. Cost $110.85 Unrealized +10.6%
SPTL SPDR SER TR 0.0%
Value ($000) $1 Shares 15,812 Est. Cost $0.04 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $1 Shares 2,806 Est. Cost $216.93 Unrealized 0.0%
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 14,069 Est. Cost $0.04 Unrealized
SE SEA LTD 0.0%
Value ($000) $1 Shares 4,973 Est. Cost $0.23 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 4,286 Est. Cost $121.52 Unrealized 0.0%
EUDG WISDOMTREE TR 0.0%
Value ($000) $1 Shares 18,930 Est. Cost $0.03 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 15,419 Est. Cost $0.03 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $1 Shares 57,946 Est. Cost $0.01 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $1 Shares 15,066 Est. Cost $0.03 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $1 Shares 2,880 Est. Cost $0.19 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $1 Shares 3,584 Est. Cost $0.16 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1 Shares 1,290 Est. Cost $367.23 Unrealized +5.6%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1 Shares 3,786 Est. Cost $161.06 Unrealized -19.9%
FDRR FIDELITY COVINGTON TRUST 0.0%
Value ($000) $1 Shares 12,640 Est. Cost $28.74 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $1 Shares 12,260 Est. Cost $49.31 Unrealized -9.5%
PSCF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 9,675 Est. Cost $0.06 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $1 Shares 6,719 Est. Cost $0.09 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $1 Shares 11,120 Est. Cost $32.35 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 32,960 Est. Cost $0.02 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1 Shares 7,333 Est. Cost $69.91 Unrealized +3.5%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $1 Shares 12,730 Est. Cost $0.04 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 11,048 Est. Cost $60.85 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1 Shares 4,953 Est. Cost $79.31 Unrealized +12.5%
ALL ALLSTATE CORP 0.0%
Value ($000) $1 Shares 3,990 Est. Cost $114.28 Unrealized 0.0%
ELV ANTHEM INC 0.0%
Value ($000) $1 Shares 1,115 Est. Cost $309.76 Unrealized +39.7%
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 9,334 Est. Cost $0.06 Unrealized
PXE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 19,700 Est. Cost $0.02 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 5,015 Est. Cost $10.90 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $1 Shares 4,116 Est. Cost $106.87 Unrealized 0.0%
PPL PPL CORP 0.0%
Value ($000) $1 Shares 18,817 Est. Cost $23.71 Unrealized +4.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $1 Shares 8,852 Est. Cost $64.64 Unrealized -2.2%
DON WISDOMTREE TR 0.0%
Value ($000) $1 Shares 12,037 Est. Cost $20.13 Unrealized
DE DEERE & CO 0.0%
Value ($000) $1 Shares 1,284 Est. Cost $348.28 Unrealized +4.2%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 2,478 Est. Cost $192.20 Unrealized 0.0%
SPIP SPDR SER TR 0.0%
Value ($000) $1 Shares 17,294 Est. Cost $0.03 Unrealized
BILL BILL COM HLDGS INC 0.0%
Value ($000) $1 Shares 2,286 Est. Cost $208.51 Unrealized 0.0%
IVOL KRANESHARES TR 0.0%
Value ($000) $1 Shares 20,169 Est. Cost $0.03 Unrealized
JD JD.COM INC 0.0%
Value ($000) $1 Shares 8,891 Est. Cost $0.08 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $1 Shares 24,245 Est. Cost $0.02 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $1 Shares 4,832 Est. Cost $0.10 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 2,638 Est. Cost $281.72 Unrealized -30.6%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 14,623 Est. Cost $0.04 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 8,367 Est. Cost $44.56 Unrealized 0.0%
BITF BITFARMS LTD 0.0%
Value ($000) $0 Shares 131,630 Est. Cost $3.87 Unrealized 0.0%
PSCH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 3,017 Est. Cost $0.16 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 6,415 Est. Cost $0.08 Unrealized
CSX CSX CORP 0.0%
Value ($000) $0 Shares 12,854 Est. Cost $30.14 Unrealized +11.1%
AOR ISHARES TR 0.0%
Value ($000) $0 Shares 8,892 Est. Cost $0.05 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 3,713 Est. Cost $60.19 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $0 Shares 10,488 Est. Cost $20.41 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 14,865 Est. Cost $23.64 Unrealized +7.9%
OSI ETF TR 0.0%
Value ($000) $0 Shares 13,496 Est. Cost $0.04 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 9,384 Est. Cost $18.79 Unrealized
HAIL SPDR SER TR 0.0%
Value ($000) $0 Shares 10,023 Est. Cost $0.05 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 4,628 Est. Cost $73.35 Unrealized +8.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $0 Shares 1,118 Est. Cost $387.59 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 10,907 Est. Cost $44.33 Unrealized -3.0%
FPX FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 4,178 Est. Cost $0.13 Unrealized
SIMS SPDR SER TR 0.0%
Value ($000) $0 Shares 11,125 Est. Cost $0.04 Unrealized
FINX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 14,166 Est. Cost $0.04 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 2,112 Est. Cost $230.34 Unrealized 0.0%
XME SPDR SER TR 0.0%
Value ($000) $0 Shares 7,363 Est. Cost $0.06 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 1,681 Est. Cost $247.70 Unrealized +0.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 284 Est. Cost $30.11 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value ($000) $0 Shares 893 Est. Cost $496.43 Unrealized 0.0%
WCLD WISDOMTREE TR 0.0%
Value ($000) $0 Shares 10,957 Est. Cost $0.05 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 2,715 Est. Cost $153.41 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $0 Shares 4,843 Est. Cost $62.61 Unrealized -6.5%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 7,032 Est. Cost $52.09 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 2,894 Est. Cost $148.75 Unrealized -1.0%
EFG ISHARES TR 0.0%
Value ($000) $0 Shares 4,553 Est. Cost $0.10 Unrealized
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $0 Shares 13,076 Est. Cost $0.02 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $0 Shares 6,524 Est. Cost $0.07 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 3,247 Est. Cost $118.26 Unrealized +14.9%
DVYA ISHARES INC 0.0%
Value ($000) $0 Shares 11,147 Est. Cost $0.04 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 6,557 Est. Cost $57.30 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 11,382 Est. Cost $0.03 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 9,071 Est. Cost $60.34 Unrealized 0.0%
NUVEEN MULTI ASSET INCOME FU 0.0%
Value ($000) $0 Shares 25,772 Est. Cost $0.02 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $0 Shares 6,329 Est. Cost $0.08 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 1,511 Est. Cost $293.38 Unrealized -3.8%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 11,156 Est. Cost $12.13 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $0 Shares 11,695 Est. Cost $16.98 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $0 Shares 14,464 Est. Cost $0.03 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $0 Shares 12,045 Est. Cost $21.53 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $0 Shares 1,583 Est. Cost $0.29 Unrealized
PULS PGIM ETF TR 0.0%
Value ($000) $0 Shares 8,198 Est. Cost $0.05 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $0 Shares 8,055 Est. Cost $0.05 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 3,375 Est. Cost $91.20 Unrealized +3.2%
SPYV SPDR SER TR 0.0%
Value ($000) $0 Shares 9,538 Est. Cost $0.04 Unrealized
RYAN RYAN SPECIALTY GROUP HLDGS I 0.0%
Value ($000) $0 Shares 10,163 Est. Cost $37.98 Unrealized 0.0%
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $44.60 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 4,653 Est. Cost $70.91 Unrealized +17.6%
JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $0 Shares 7,917 Est. Cost $0.05 Unrealized
GOAU ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 18,654 Est. Cost $0.02 Unrealized
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $0 Shares 7,585 Est. Cost $59.57 Unrealized +0.5%
SHM SPDR SER TR 0.0%
Value ($000) $0 Shares 8,240 Est. Cost $0.05 Unrealized
OSI ETF TR 0.0%
Value ($000) $0 Shares 10,314 Est. Cost $0.04 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 8,809 Est. Cost $53.42 Unrealized -9.8%
IGIB ISHARES TR 0.0%
Value ($000) $0 Shares 7,002 Est. Cost $21.74 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 8,620 Est. Cost $43.16 Unrealized +0.4%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 15,250 Est. Cost $0.03 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 7,606 Est. Cost $0.05 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 3,467 Est. Cost $0.12 Unrealized
PSCI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 4,121 Est. Cost $0.09 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $0 Shares 8,981 Est. Cost $0.04 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 12,893 Est. Cost $0.04 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $0 Shares 11,597 Est. Cost $22.79 Unrealized 0.0%
PEOPLES UNITED FINANCIAL INC 0.0%
Value ($000) $0 Shares 18,674 Est. Cost $0.02 Unrealized
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $0 Shares 3,806 Est. Cost $123.49 Unrealized 0.0%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $0 Shares 2,440 Est. Cost $26.32 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $0 Shares 9,915 Est. Cost $0.04 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 13,465 Est. Cost $0.03 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $0 Shares 12,229 Est. Cost $0.03 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 10,308 Est. Cost $42.71 Unrealized -15.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 1,214 Est. Cost $306.83 Unrealized -4.8%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 2,057 Est. Cost $179.54 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 6,922 Est. Cost $0.06 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 8,405 Est. Cost $37.13 Unrealized +7.4%
PSCC INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 3,587 Est. Cost $0.10 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 4,999 Est. Cost $0.07 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 1,543 Est. Cost $236.62 Unrealized +0.1%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 2,679 Est. Cost $108.54 Unrealized +11.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 4,524 Est. Cost $76.67 Unrealized +8.8%
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $0 Shares 56,474 Est. Cost $0.01 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $0 Shares 5,676 Est. Cost $49.03 Unrealized 0.0%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 7,093 Est. Cost $0.05 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 4,942 Est. Cost $0.07 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 3,470 Est. Cost $105.88 Unrealized -2.2%
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 13,702 Est. Cost $14.85 Unrealized
NIO NIO INC 0.0%
Value ($000) $0 Shares 16,185 Est. Cost $0.82 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 1,475 Est. Cost $219.36 Unrealized -1.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 2,744 Est. Cost $112.21 Unrealized +1.6%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $0 Shares 2,745 Est. Cost $103.82 Unrealized 0.0%
SICPQ SILVERGATE CAP CORP 0.0%
Value ($000) $0 Shares 2,216 Est. Cost $123.66 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $0 Shares 1,530 Est. Cost $184.39 Unrealized 0.0%
DWM WISDOMTREE TR 0.0%
Value ($000) $0 Shares 6,260 Est. Cost $0.05 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $0 Shares 3,081 Est. Cost $206.63 Unrealized -44.5%
ITA ISHARES TR 0.0%
Value ($000) $0 Shares 2,979 Est. Cost $0.11 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $0 Shares 12,544 Est. Cost $17.66 Unrealized +9.2%
ALLY ALLY FINL INC 0.0%
Value ($000) $0 Shares 7,379 Est. Cost $43.80 Unrealized -6.6%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 7,288 Est. Cost $37.22 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 5,229 Est. Cost $54.02 Unrealized
FISV FISERV INC 0.0%
Value ($000) $0 Shares 3,138 Est. Cost $103.36 Unrealized -2.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $0 Shares 9,755 Est. Cost $21.07 Unrealized +21.0%
DT DYNATRACE INC 0.0%
Value ($000) $0 Shares 6,706 Est. Cost $47.08 Unrealized 0.0%
XLSR SSGA ACTIVE TR 0.0%
Value ($000) $0 Shares 6,943 Est. Cost $0.05 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 3,844 Est. Cost $72.65 Unrealized 0.0%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 14,748 Est. Cost $0.02 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 1,395 Est. Cost $204.54 Unrealized -2.8%
HYMB SPDR SER TR 0.0%
Value ($000) $0 Shares 5,627 Est. Cost $0.06 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 3,053 Est. Cost $0.10 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 904 Est. Cost $62.17 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 6,677 Est. Cost $33.29 Unrealized 0.0%
PSCU INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 4,729 Est. Cost $0.06 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,851 Est. Cost $0.17 Unrealized
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $0 Shares 23,464 Est. Cost $13.94 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $0 Shares 10,362 Est. Cost $0.03 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $0 Shares 2,888 Est. Cost $0.10 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $0 Shares 1,499 Est. Cost $157.13 Unrealized 0.0%
REGL PROSHARES TR 0.0%
Value ($000) $0 Shares 4,163 Est. Cost $0.07 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 2,156 Est. Cost $0.14 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 6,138 Est. Cost $0.07 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 5,139 Est. Cost $0.06 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 5,940 Est. Cost $36.97 Unrealized +13.2%
BIO BIO RAD LABS INC 0.0%
Value ($000) $0 Shares 522 Est. Cost $602.81 Unrealized 0.0%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 3,095 Est. Cost $0.10 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 6,330 Est. Cost $40.90 Unrealized 0.0%
DMTKQ DERMTECH INC 0.0%
Value ($000) $0 Shares 19,672 Est. Cost $0.05 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $0 Shares 9,076 Est. Cost $0.03 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 14,175 Est. Cost $23.73 Unrealized -14.8%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $221.25 Unrealized -11.1%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 1,896 Est. Cost $92.88 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $0 Shares 4,906 Est. Cost $0.07 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 7,884 Est. Cost $36.17 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 778 Est. Cost $372.63 Unrealized -12.7%
ATKR ATKORE INC 0.0%
Value ($000) $0 Shares 2,883 Est. Cost $98.29 Unrealized +1.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $0 Shares 2,837 Est. Cost $80.86 Unrealized +2.2%
SPDR SER TR 0.0%
Value ($000) $0 Shares 3,019 Est. Cost $0.09 Unrealized
SFBS SERVISFIRST BANCSHARES INC 0.0%
Value ($000) $0 Shares 2,971 Est. Cost $81.54 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 4,897 Est. Cost $48.99 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 831 Est. Cost $323.76 Unrealized +0.4%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 2,247 Est. Cost $148.66 Unrealized 0.0%
INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 27,830 Est. Cost $0.01 Unrealized
VFC V F CORP 0.0%
Value ($000) $0 Shares 4,906 Est. Cost $79.82 Unrealized -22.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1,045 Est. Cost $223.69 Unrealized +7.8%
SPTM SPDR SER TR 0.0%
Value ($000) $0 Shares 4,999 Est. Cost $0.06 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 7,158 Est. Cost $0.04 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $0 Shares 3,237 Est. Cost $73.27 Unrealized +11.9%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 10,820 Est. Cost $0.02 Unrealized
HYD VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 4,738 Est. Cost $36.14 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $0 Shares 991 Est. Cost $282.62 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $0 Shares 7,434 Est. Cost $32.05 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 1,641 Est. Cost $318.77 Unrealized -42.8%
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $0 Shares 2,948 Est. Cost $0.09 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $0 Shares 3,672 Est. Cost $80.88 Unrealized 0.0%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $0 Shares 1,047 Est. Cost $228.53 Unrealized 0.0%
SCZ ISHARES TR 0.0%
Value ($000) $0 Shares 4,033 Est. Cost $0.07 Unrealized
EMDV PROSHARES TR 0.0%
Value ($000) $0 Shares 5,116 Est. Cost $0.06 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $0 Shares 62,362 Est. Cost $1.08 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 1,141 Est. Cost $212.73 Unrealized +1.5%
BROS DUTCH BROS INC 0.0%
Value ($000) $0 Shares 4,730 Est. Cost $51.02 Unrealized 0.0%
IEI ISHARES TR 0.0%
Value ($000) $0 Shares 2,136 Est. Cost $98.16 Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 4,136 Est. Cost $60.97 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 2,846 Est. Cost $82.47 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 27,023 Est. Cost $15.67 Unrealized -26.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 2,532 Est. Cost $126.27 Unrealized -24.9%
WHITING PETE CORP NEW 0.0%
Value ($000) $0 Shares 3,109 Est. Cost $0.06 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $0 Shares 3,837 Est. Cost $16.85 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 634 Est. Cost $376.42 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 4,129 Est. Cost $0.06 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 18,367 Est. Cost $24.96 Unrealized -46.6%
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 14,838 Est. Cost $0.02 Unrealized
RSPR INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 6,180 Est. Cost $0.04 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 3,566 Est. Cost $47.53 Unrealized +22.1%
RYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 10,509 Est. Cost $0.02 Unrealized
LITHIUM AMERS CORP NEW 0.0%
Value ($000) $0 Shares 6,496 Est. Cost $0.04 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 3,922 Est. Cost $64.80 Unrealized -11.1%
BJK VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 6,136 Est. Cost $0.04 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 3,636 Est. Cost $0.07 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 3,606 Est. Cost $58.78 Unrealized 0.0%
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $0 Shares 22,635 Est. Cost $0.01 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $0 Shares 6,713 Est. Cost $0.03 Unrealized
EXCHANGE LISTED FDS TR 0.0%
Value ($000) $0 Shares 8,431 Est. Cost $0.03 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $0 Shares 9,407 Est. Cost $0.03 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 3,873 Est. Cost $52.37 Unrealized 0.0%
FLOT ISHARES TR 0.0%
Value ($000) $0 Shares 4,766 Est. Cost $0.05 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 2,549 Est. Cost $68.47 Unrealized +10.4%
POWW AMMO INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $6.46 Unrealized -27.6%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 831 Est. Cost $0.32 Unrealized
CORE SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 28,750 Est. Cost $0.01 Unrealized
HUT 8 MNG CORP 0.0%
Value ($000) $0 Shares 42,600 Est. Cost $0.01 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 1,020 Est. Cost $259.47 Unrealized -0.4%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $0 Shares 5,700 Est. Cost $0.04 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $0 Shares 26,493 Est. Cost $0.01 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 4,653 Est. Cost $0.05 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $0 Shares 2,973 Est. Cost $0.08 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 766 Est. Cost $162.60 Unrealized -6.2%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $0 Shares 4,474 Est. Cost $0.05 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 1,849 Est. Cost $0.12 Unrealized
PTGX PROTAGONIST THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 9,630 Est. Cost $30.85 Unrealized -8.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $0 Shares 1,414 Est. Cost $132.34 Unrealized +2.4%
SNSR GLOBAL X FDS 0.0%
Value ($000) $0 Shares 6,823 Est. Cost $0.04 Unrealized
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $0 Shares 13,632 Est. Cost $13.81 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $0 Shares 514 Est. Cost $406.36 Unrealized 0.0%
SBIO ALPS ETF TR 0.0%
Value ($000) $0 Shares 6,619 Est. Cost $0.04 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $0 Shares 641 Est. Cost $0.34 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $0 Shares 8,856 Est. Cost $0.02 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $0 Shares 1,863 Est. Cost $124.55 Unrealized 0.0%
PRNT ARK ETF TR 0.0%
Value ($000) $0 Shares 7,465 Est. Cost $0.04 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 1,128 Est. Cost $0.20 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,321 Est. Cost $0.18 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 1,660 Est. Cost $0.13 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $0 Shares 325 Est. Cost $0.67 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 4,564 Est. Cost $0.05 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $0 Shares 3,554 Est. Cost $48.63 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 1,565 Est. Cost $137.15 Unrealized 0.0%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 4,402 Est. Cost $0.05 Unrealized
DUCK CREEK TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 9,779 Est. Cost $0.02 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $0 Shares 13,828 Est. Cost $0.02 Unrealized
UNILEVER PLC 0.0%
Value ($000) $0 Shares 4,732 Est. Cost $0.05 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 2,626 Est. Cost $0.08 Unrealized
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 3,370 Est. Cost $0.06 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 643 Est. Cost $331.68 Unrealized -5.9%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $0 Shares 1,172 Est. Cost $165.05 Unrealized +5.5%
DNL WISDOMTREE TR 0.0%
Value ($000) $0 Shares 5,360 Est. Cost $0.04 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 3,209 Est. Cost $0.06 Unrealized
BALL BALL CORP 0.0%
Value ($000) $0 Shares 2,361 Est. Cost $86.19 Unrealized 0.0%
ANGL VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 6,958 Est. Cost $11.50 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 736 Est. Cost $252.93 Unrealized 0.0%
SMARTSHEET INC 0.0%
Value ($000) $0 Shares 3,826 Est. Cost $0.05 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $0 Shares 4,634 Est. Cost $40.43 Unrealized +7.2%
RWR SPDR SER TR 0.0%
Value ($000) $0 Shares 1,794 Est. Cost $0.12 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $0 Shares 3,960 Est. Cost $0.05 Unrealized
AMERICA FIRST MULTIFAMILY IN 0.0%
Value ($000) $0 Shares 34,200 Est. Cost $0.01 Unrealized
HMOP HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $0 Shares 5,259 Est. Cost $36.47 Unrealized
HIGHLAND INCOME FD 0.0%
Value ($000) $0 Shares 17,212 Est. Cost $0.01 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 2,409 Est. Cost $66.91 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 2,259 Est. Cost $69.63 Unrealized 0.0%
AVALARA INC 0.0%
Value ($000) $0 Shares 2,051 Est. Cost $0.10 Unrealized
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $0 Shares 4,724 Est. Cost $44.63 Unrealized 0.0%
PSCD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 2,172 Est. Cost $0.09 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $0 Shares 6,583 Est. Cost $22.82 Unrealized 0.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $0 Shares 2,603 Est. Cost $0.08 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $0 Shares 13,607 Est. Cost $0.01 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 15,752 Est. Cost $0.01 Unrealized
UVE UNIVERSAL INS HLDGS INC 0.0%
Value ($000) $0 Shares 10,534 Est. Cost $14.99 Unrealized 0.0%
METV LISTED FD TR 0.0%
Value ($000) $0 Shares 11,620 Est. Cost $0.01 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $0 Shares 14,703 Est. Cost $0.01 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $0 Shares 12,010 Est. Cost $0.01 Unrealized
XHITX INVESCO HIG INCM 2023 TARG T 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $0.01 Unrealized
XERS XERIS BIOPHARMA HOLDINGS INC 0.0%
Value ($000) $0 Shares 35,500 Est. Cost $2.16 Unrealized +13.1%
HEALTHCARE TRIANGLE INC 0.0%
Value ($000) $0 Shares 70,000 Est. Cost $0.00 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $0 Shares 15,313 Est. Cost $3.99 Unrealized
NEUBERGER BERMAN MLP & ENERG 0.0%
Value ($000) $0 Shares 13,293 Est. Cost $0.00 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $0 Shares 12,106 Est. Cost $0.01 Unrealized
ALTO ALTO INGREDIENTS INC 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $5.82 Unrealized -3.8%
FUBO FUBOTV INC 0.0%
Value ($000) $0 Shares 10,790 Est. Cost $9.72 Unrealized 0.0%
BTG B2GOLD CORP 0.0%
Value ($000) $0 Shares 12,855 Est. Cost $3.42 Unrealized 0.0%
QUIK QUICKLOGIC CORP 0.0%
Value ($000) $0 Shares 10,743 Est. Cost $3.11 Unrealized +63.6%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $0 Shares 14,233 Est. Cost $0.01 Unrealized
HIVE BLOCKCHAIN TECHNLGIES L 0.0%
Value ($000) $0 Shares 21,700 Est. Cost $0.00 Unrealized
SKILLZ INC 0.0%
Value ($000) $0 Shares 10,400 Est. Cost $0.00 Unrealized
SVRA SAVARA INC 0.0%
Value ($000) $0 Shares 14,000 Est. Cost $1.35 Unrealized -10.8%
IZEA WORLDWIDE INC 0.0%
Value ($000) $0 Shares 10,390 Est. Cost $0.00 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized
LIVEONE INC 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized
MSN EMERSON RADIO CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.76 Unrealized 0.0%
SUNDIAL GROWERS INC 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $0.00 Unrealized