Americana Partners, LLC Diversified Active

CIK: 0001797678 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 7, 2024

Total Value ($000): $1,199,293 (100.0% shares, 0.0% debt)

Holdings (340)

EPD ENTERPRISE PRODS PARTNERS L 4.1%
Value ($000) $49,453 Shares 1,694,753 Est. Cost $23.98 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 3.8%
Value ($000) $45,529 Shares 786,887 Est. Cost $55.30 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $43,042 Shares 102,305 Est. Cost $279.61 Unrealized +42.8%
AAPL APPLE INC 2.5%
Value ($000) $30,534 Shares 178,062 Est. Cost $143.53 Unrealized +25.6%
SHV ISHARES TR 2.4%
Value ($000) $29,109 Shares 263,333 Est. Cost $112.28 Unrealized
USIG ISHARES TR 2.4%
Value ($000) $28,671 Shares 564,727 Est. Cost $49.06 Unrealized
IEUR ISHARES TR 2.3%
Value ($000) $27,290 Shares 471,730 Est. Cost $51.83 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $23,931 Shares 205,879 Est. Cost $54.88 Unrealized +78.7%
AMZN AMAZON COM INC 2.0%
Value ($000) $23,761 Shares 131,730 Est. Cost $126.98 Unrealized +31.5%
ADBE ADOBE INC 1.7%
Value ($000) $20,213 Shares 40,057 Est. Cost $470.35 Unrealized +21.9%
MPLX MPLX LP 1.5%
Value ($000) $17,469 Shares 420,334 Est. Cost $28.11 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 1.5%
Value ($000) $17,443 Shares 506,488 Est. Cost $34.44 Unrealized
SPYM SPDR SER TR 1.4%
Value ($000) $16,946 Shares 275,409 Est. Cost $50.84 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $16,636 Shares 18,411 Est. Cost $33.03 Unrealized +119.3%
BLACKROCK MUN INCOME QUALITY 1.3%
Value ($000) $15,835 Shares 1,365,080 Est. Cost $10.83 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $14,940 Shares 98,984 Est. Cost $124.64 Unrealized +13.9%
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $14,903 Shares 28,492 Est. Cost $374.08 Unrealized
XOCT FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $14,884 Shares 453,371 Est. Cost $32.83 Unrealized
CVX CHEVRON CORP NEW 1.2%
Value ($000) $14,587 Shares 92,475 Est. Cost $111.95 Unrealized +24.2%
EWJ ISHARES INC 1.1%
Value ($000) $13,392 Shares 187,700 Est. Cost $60.55 Unrealized
KMI KINDER MORGAN INC DEL 1.1%
Value ($000) $13,275 Shares 723,809 Est. Cost $13.59 Unrealized +17.6%
ABBV ABBVIE INC 1.1%
Value ($000) $12,782 Shares 70,193 Est. Cost $127.36 Unrealized +27.2%
SPAB SPDR SER TR 1.1%
Value ($000) $12,701 Shares 502,430 Est. Cost $24.84 Unrealized
LLY ELI LILLY & CO 1.0%
Value ($000) $11,773 Shares 15,133 Est. Cost $394.56 Unrealized +78.0%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $11,745 Shares 61,502 Est. Cost $124.45 Unrealized +38.7%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $11,673 Shares 73,790 Est. Cost $152.75 Unrealized -1.6%
ET ENERGY TRANSFER L P 0.9%
Value ($000) $10,892 Shares 692,409 Est. Cost $12.87 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $10,873 Shares 66,760 Est. Cost $139.97 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.9%
Value ($000) $10,601 Shares 58,055 Est. Cost $85.14 Unrealized
IEMG ISHARES INC 0.9%
Value ($000) $10,309 Shares 199,792 Est. Cost $47.28 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $10,243 Shares 58,527 Est. Cost $148.40 Unrealized +6.0%
HD HOME DEPOT INC 0.8%
Value ($000) $9,960 Shares 25,965 Est. Cost $291.44 Unrealized +19.6%
META META PLATFORMS INC 0.8%
Value ($000) $9,731 Shares 20,040 Est. Cost $287.19 Unrealized +54.3%
V VISA INC 0.8%
Value ($000) $9,617 Shares 34,461 Est. Cost $219.20 Unrealized +24.2%
JAVA J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $9,238 Shares 154,255 Est. Cost $46.37 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $9,075 Shares 18,344 Est. Cost $455.16 Unrealized +7.4%
COP CONOCOPHILLIPS 0.7%
Value ($000) $8,835 Shares 69,414 Est. Cost $71.52 Unrealized +50.5%
C CITIGROUP INC 0.7%
Value ($000) $8,747 Shares 138,322 Est. Cost $42.91 Unrealized +22.4%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $8,552 Shares 17,791 Est. Cost $411.63 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $8,057 Shares 49,656 Est. Cost $134.58 Unrealized +11.4%
IHDG WISDOMTREE TR 0.6%
Value ($000) $7,741 Shares 168,499 Est. Cost $39.95 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.6%
Value ($000) $7,403 Shares 237,653 Est. Cost $19.73 Unrealized +21.0%
LIN LINDE PLC 0.6%
Value ($000) $7,016 Shares 15,110 Est. Cost $339.42 Unrealized +24.4%
GE GENERAL ELECTRIC CO 0.6%
Value ($000) $6,922 Shares 39,432 Est. Cost $96.60 Unrealized +20.5%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $6,861 Shares 9,365 Est. Cost $509.95 Unrealized +38.6%
AIG AMERICAN INTL GROUP INC 0.6%
Value ($000) $6,849 Shares 87,622 Est. Cost $58.19 Unrealized +17.7%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $6,765 Shares 37,483 Est. Cost $100.90 Unrealized +73.2%
NOW SERVICENOW INC 0.6%
Value ($000) $6,660 Shares 8,735 Est. Cost $100.56 Unrealized +50.7%
ETN EATON CORP PLC 0.5%
Value ($000) $6,547 Shares 20,938 Est. Cost $226.40 Unrealized +18.2%
OKE ONEOK INC NEW 0.5%
Value ($000) $6,534 Shares 81,496 Est. Cost $51.68 Unrealized +29.1%
SDY SPDR SER TR 0.5%
Value ($000) $6,443 Shares 49,096 Est. Cost $118.53 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $6,223 Shares 24,432 Est. Cost $184.85 Unrealized +20.1%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $6,174 Shares 29,938 Est. Cost $111.29 Unrealized +62.1%
FIRST TR HIGH INCOME LONG / 0.5%
Value ($000) $6,144 Shares 514,970 Est. Cost $11.16 Unrealized
NVO NOVO-NORDISK A S 0.5%
Value ($000) $6,126 Shares 47,711 Est. Cost $67.84 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $5,973 Shares 29,819 Est. Cost $120.48 Unrealized +44.1%
SGOV ISHARES TR 0.5%
Value ($000) $5,789 Shares 57,484 Est. Cost $97.44 Unrealized
IBTE ISHARES TR 0.5%
Value ($000) $5,784 Shares 241,585 Est. Cost $18.67 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $5,728 Shares 114,764 Est. Cost $45.75 Unrealized +3.2%
GDEC FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $5,470 Shares 173,335 Est. Cost $30.21 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $5,451 Shares 21,826 Est. Cost $202.31 Unrealized +15.8%
CAT CATERPILLAR INC 0.5%
Value ($000) $5,450 Shares 14,872 Est. Cost $265.68 Unrealized +17.1%
UNP UNION PAC CORP 0.5%
Value ($000) $5,438 Shares 22,114 Est. Cost $205.88 Unrealized +14.4%
KO COCA COLA CO 0.4%
Value ($000) $5,229 Shares 85,469 Est. Cost $54.18 Unrealized +4.6%
IJR ISHARES TR 0.4%
Value ($000) $5,134 Shares 46,456 Est. Cost $98.55 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $5,075 Shares 151,818 Est. Cost $32.35 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $5,061 Shares 153,284 Est. Cost $31.61 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.4%
Value ($000) $4,960 Shares 139,515 Est. Cost $22.50 Unrealized
ENB ENBRIDGE INC 0.4%
Value ($000) $4,958 Shares 137,028 Est. Cost $28.28 Unrealized +11.5%
ORCL ORACLE CORP 0.4%
Value ($000) $4,904 Shares 39,044 Est. Cost $105.93 Unrealized +6.1%
QCOM QUALCOMM INC 0.4%
Value ($000) $4,832 Shares 28,542 Est. Cost $124.88 Unrealized +18.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $4,643 Shares 10,208 Est. Cost $360.98 Unrealized +15.2%
SCCO SOUTHERN COPPER CORP 0.4%
Value ($000) $4,581 Shares 43,002 Est. Cost $55.05 Unrealized +42.1%
BAC BANK AMERICA CORP 0.4%
Value ($000) $4,458 Shares 117,552 Est. Cost $30.06 Unrealized +9.1%
IWF ISHARES TR 0.3%
Value ($000) $4,021 Shares 11,929 Est. Cost $237.85 Unrealized
WMB WILLIAMS COS INC 0.3%
Value ($000) $4,003 Shares 102,715 Est. Cost $20.21 Unrealized +63.2%
GJAN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,969 Shares 110,623 Est. Cost $35.88 Unrealized
GJUL FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,945 Shares 116,490 Est. Cost $29.96 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $3,920 Shares 78,141 Est. Cost $45.32 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $3,918 Shares 40,004 Est. Cost $80.61 Unrealized +5.7%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $3,913 Shares 54,096 Est. Cost $64.87 Unrealized -0.9%
PAA PLAINS ALL AMERN PIPELINE L 0.3%
Value ($000) $3,908 Shares 222,562 Est. Cost $16.04 Unrealized
TDG TRANSDIGM GROUP INC 0.3%
Value ($000) $3,885 Shares 3,154 Est. Cost $778.06 Unrealized +28.2%
GAUG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,862 Shares 117,177 Est. Cost $31.84 Unrealized
HPK HIGHPEAK ENERGY INC 0.3%
Value ($000) $3,850 Shares 244,165 Est. Cost $14.44 Unrealized 0.0%
EG EVEREST GROUP LTD 0.3%
Value ($000) $3,815 Shares 9,597 Est. Cost $314.38 Unrealized +15.7%
APH AMPHENOL CORP NEW 0.3%
Value ($000) $3,792 Shares 32,870 Est. Cost $33.95 Unrealized +51.9%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $3,761 Shares 89,639 Est. Cost $37.48 Unrealized -4.1%
FJAN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,727 Shares 88,790 Est. Cost $41.98 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $3,655 Shares 12,855 Est. Cost $235.40 Unrealized +17.3%
GJUN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,594 Shares 107,740 Est. Cost $29.65 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $3,514 Shares 21,512 Est. Cost $86.50 Unrealized +56.0%
MAIN MAIN STR CAP CORP 0.3%
Value ($000) $3,422 Shares 72,339 Est. Cost $32.29 Unrealized +39.9%
AESI ATLAS ENERGY SOLUTIONS INC 0.3%
Value ($000) $3,393 Shares 149,989 Est. Cost $16.64 Unrealized +2.4%
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,316 Shares 16,156 Est. Cost $174.41 Unrealized +3.6%
PULS PGIM ETF TR 0.3%
Value ($000) $3,287 Shares 66,145 Est. Cost $49.42 Unrealized
SHEL SHELL PLC 0.3%
Value ($000) $3,239 Shares 48,321 Est. Cost $60.82 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $3,110 Shares 20,427 Est. Cost $118.92 Unrealized +20.5%
INTU INTUIT 0.3%
Value ($000) $3,107 Shares 4,781 Est. Cost $477.89 Unrealized +32.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $3,092 Shares 5,320 Est. Cost $542.68 Unrealized +2.8%
CATALENT INC 0.3%
Value ($000) $3,082 Shares 54,593 Est. Cost Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $3,012 Shares 3,104 Est. Cost $366.13 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $2,963 Shares 31,317 Est. Cost $85.63 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $2,949 Shares 14,023 Est. Cost $175.02 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $2,929 Shares 2,210 Est. Cost $65.19 Unrealized +86.0%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $2,885 Shares 18,715 Est. Cost $136.60 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,868 Shares 25,959 Est. Cost $74.17 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,863 Shares 6,447 Est. Cost $358.27 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,795 Shares 21,185 Est. Cost $89.59 Unrealized +29.2%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $2,771 Shares 6,628 Est. Cost $374.24 Unrealized +13.0%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $2,744 Shares 13,845 Est. Cost $154.76 Unrealized +2.7%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $2,667 Shares 15,311 Est. Cost $157.43 Unrealized +0.3%
NVS NOVARTIS AG 0.2%
Value ($000) $2,667 Shares 27,571 Est. Cost $90.97 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $2,648 Shares 76,939 Est. Cost $34.42 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,585 Shares 40,441 Est. Cost $67.71 Unrealized -18.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $2,584 Shares 18,993 Est. Cost $55.51 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $2,465 Shares 16,587 Est. Cost $145.80 Unrealized -6.4%
MS MORGAN STANLEY 0.2%
Value ($000) $2,451 Shares 26,035 Est. Cost $81.20 Unrealized +2.5%
BLACKROCK ESG CAP ALLC TERM 0.2%
Value ($000) $2,435 Shares 140,287 Est. Cost $15.23 Unrealized
RY ROYAL BK CDA 0.2%
Value ($000) $2,344 Shares 23,237 Est. Cost $92.56 Unrealized +6.6%
ABNB AIRBNB INC 0.2%
Value ($000) $2,309 Shares 13,999 Est. Cost $132.47 Unrealized +14.3%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $2,306 Shares 4,411 Est. Cost $440.36 Unrealized +17.3%
MGK VANGUARD WORLD FD 0.2%
Value ($000) $2,292 Shares 7,997 Est. Cost $169.67 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $2,262 Shares 19,268 Est. Cost $84.34 Unrealized +16.9%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,222 Shares 9,759 Est. Cost $157.43 Unrealized +28.9%
MGV VANGUARD WORLD FD 0.2%
Value ($000) $2,219 Shares 18,569 Est. Cost $69.76 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $2,217 Shares 20,352 Est. Cost $101.39 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,214 Shares 37,750 Est. Cost $51.87 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $2,044 Shares 12,228 Est. Cost $129.61 Unrealized +20.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $2,012 Shares 15,554 Est. Cost $114.60 Unrealized -0.5%
SO SOUTHERN CO 0.2%
Value ($000) $1,982 Shares 27,621 Est. Cost $64.35 Unrealized +0.6%
MMIN INDEXIQ ACTIVE ETF TR 0.2%
Value ($000) $1,979 Shares 81,450 Est. Cost $24.56 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1,923 Shares 3,993 Est. Cost $371.57 Unrealized +21.8%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,920 Shares 5,365 Est. Cost $233.41 Unrealized +41.5%
GSK GSK PLC 0.2%
Value ($000) $1,914 Shares 44,655 Est. Cost $36.27 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,903 Shares 3 Est. Cost $431341.44 Unrealized +37.7%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $1,838 Shares 27,130 Est. Cost $55.36 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $1,829 Shares 7,755 Est. Cost $179.76 Unrealized
CSX CSX CORP 0.2%
Value ($000) $1,804 Shares 48,667 Est. Cost $30.95 Unrealized +14.6%
ETD ETHAN ALLEN INTERIORS INC 0.1%
Value ($000) $1,792 Shares 51,840 Est. Cost $23.83 Unrealized +14.2%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $1,769 Shares 17,294 Est. Cost $79.91 Unrealized +5.3%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $1,754 Shares 70,175 Est. Cost $18.77 Unrealized +22.4%
RTX RTX CORPORATION 0.1%
Value ($000) $1,752 Shares 17,967 Est. Cost $83.60 Unrealized +3.9%
KVUE KENVUE INC 0.1%
Value ($000) $1,717 Shares 79,989 Est. Cost $19.94 Unrealized -5.5%
T AT&T INC 0.1%
Value ($000) $1,714 Shares 97,364 Est. Cost $15.20 Unrealized +2.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $1,694 Shares 8,233 Est. Cost $154.34 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,687 Shares 3,800 Est. Cost $358.27 Unrealized
UNILEVER PLC 0.1%
Value ($000) $1,674 Shares 33,346 Est. Cost $47.30 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $1,630 Shares 25,567 Est. Cost $65.63 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,560 Shares 30,921 Est. Cost $50.29 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,544 Shares 2,542 Est. Cost $36.45 Unrealized +54.7%
WTTR SELECT WATER SOLUTIONS INC 0.1%
Value ($000) $1,533 Shares 166,069 Est. Cost $6.04 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $1,514 Shares 12,006 Est. Cost $166.73 Unrealized -29.6%
CRM SALESFORCE INC 0.1%
Value ($000) $1,505 Shares 4,997 Est. Cost $205.37 Unrealized +38.8%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1,424 Shares 942 Est. Cost $1225.59 Unrealized +33.5%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,375 Shares 8,427 Est. Cost $125.17 Unrealized +26.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,370 Shares 4,859 Est. Cost $229.02 Unrealized +21.4%
AMLP ALPS ETF TR 0.1%
Value ($000) $1,325 Shares 27,915 Est. Cost $48.38 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,321 Shares 6,342 Est. Cost $183.67 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,320 Shares 16,546 Est. Cost $73.80 Unrealized -4.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,307 Shares 3,276 Est. Cost $273.09 Unrealized +38.4%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $1,303 Shares 98,968 Est. Cost $12.30 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,265 Shares 10,340 Est. Cost $134.57 Unrealized -23.9%
WSO WATSCO INC 0.1%
Value ($000) $1,260 Shares 2,917 Est. Cost $338.22 Unrealized +18.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,208 Shares 27,877 Est. Cost $39.38 Unrealized +3.2%
TRGP TARGA RES CORP 0.1%
Value ($000) $1,196 Shares 10,681 Est. Cost $55.73 Unrealized +62.6%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,175 Shares 20,071 Est. Cost $58.55 Unrealized
MET METLIFE INC 0.1%
Value ($000) $1,137 Shares 15,339 Est. Cost $57.17 Unrealized +15.5%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $1,127 Shares 22,276 Est. Cost $49.53 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $1,127 Shares 26,824 Est. Cost $32.73 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,116 Shares 14,557 Est. Cost $73.20 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $1,112 Shares 9,296 Est. Cost $137.44 Unrealized -18.9%
ECL ECOLAB INC 0.1%
Value ($000) $1,109 Shares 4,805 Est. Cost $177.28 Unrealized +17.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,093 Shares 2,599 Est. Cost $328.23 Unrealized +19.8%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,049 Shares 3,049 Est. Cost $310.88 Unrealized
FVAL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,047 Shares 18,357 Est. Cost $45.63 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $1,020 Shares 52,875 Est. Cost $17.28 Unrealized
MLPA GLOBAL X FDS 0.1%
Value ($000) $988 Shares 20,495 Est. Cost $38.34 Unrealized
SONY SONY GROUP CORP 0.1%
Value ($000) $980 Shares 11,430 Est. Cost $95.38 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $973 Shares 14,520 Est. Cost $108.21 Unrealized -43.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $964 Shares 2,782 Est. Cost $297.41 Unrealized +19.3%
SPGM SPDR INDEX SHS FDS 0.1%
Value ($000) $960 Shares 16,090 Est. Cost $57.35 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $935 Shares 11,435 Est. Cost $81.27 Unrealized
GPOR GULFPORT ENERGY CORP 0.1%
Value ($000) $930 Shares 5,808 Est. Cost $92.70 Unrealized +47.9%
GPOR GULFPORT ENERGY CORP 0.1%
Value ($000) $929 Shares 5,800 Est. Cost $92.70 Unrealized +47.9%
ABT ABBOTT LABS 0.1%
Value ($000) $906 Shares 7,968 Est. Cost $108.11 Unrealized +2.5%
WMT WALMART INC 0.1%
Value ($000) $894 Shares 14,853 Est. Cost $51.21 Unrealized +9.4%
SPTI SPDR SER TR 0.1%
Value ($000) $866 Shares 30,729 Est. Cost $28.39 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $863 Shares 7,320 Est. Cost $68.92 Unrealized +30.3%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $847 Shares 1,615 Est. Cost $400.47 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $821 Shares 3,850 Est. Cost $147.40 Unrealized +29.6%
ARM ARM HOLDINGS PLC 0.1%
Value ($000) $801 Shares 6,411 Est. Cost $75.14 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $793 Shares 3,142 Est. Cost $134.64 Unrealized +76.5%
MLPX GLOBAL X FDS 0.1%
Value ($000) $784 Shares 16,000 Est. Cost $48.99 Unrealized
DE DEERE & CO 0.1%
Value ($000) $753 Shares 1,833 Est. Cost $328.17 Unrealized +13.5%
PIONEER NAT RES CO 0.1%
Value ($000) $729 Shares 2,779 Est. Cost $222.08 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $728 Shares 2,794 Est. Cost $213.86 Unrealized +18.3%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $702 Shares 11,843 Est. Cost $55.71 Unrealized +3.2%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $699 Shares 2,776 Est. Cost $188.30 Unrealized
TFII TFI INTL INC 0.1%
Value ($000) $686 Shares 4,304 Est. Cost $89.40 Unrealized +60.0%
SAP SAP SE 0.1%
Value ($000) $678 Shares 3,476 Est. Cost $144.91 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $673 Shares 15,230 Est. Cost $43.62 Unrealized +1.0%
GOVT ISHARES TR 0.1%
Value ($000) $670 Shares 29,440 Est. Cost $22.94 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $655 Shares 2,620 Est. Cost $198.68 Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $633 Shares 34,682 Est. Cost $17.83 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $628 Shares 2,339 Est. Cost $192.86 Unrealized +28.4%
ZTS ZOETIS INC 0.1%
Value ($000) $604 Shares 3,569 Est. Cost $170.90 Unrealized +7.3%
IVV ISHARES TR 0.1%
Value ($000) $604 Shares 1,148 Est. Cost $464.30 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $599 Shares 6,120 Est. Cost $96.33 Unrealized
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $597 Shares 17,705 Est. Cost $33.72 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $596 Shares 4,660 Est. Cost $88.37 Unrealized +24.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $582 Shares 2,048 Est. Cost $157.74 Unrealized 0.0%
NUVEEN MUN CR OPPORTUNITIES 0.0%
Value ($000) $579 Shares 54,762 Est. Cost $11.41 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $574 Shares 3,266 Est. Cost $233.83 Unrealized -16.4%
ARISTA NETWORKS INC 0.0%
Value ($000) $573 Shares 1,976 Est. Cost $133.05 Unrealized
BLACKROCK INC 0.0%
Value ($000) $571 Shares 685 Est. Cost $633.31 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $570 Shares 7,402 Est. Cost $42.52 Unrealized +68.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $570 Shares 6,539 Est. Cost $86.72 Unrealized -7.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $563 Shares 1,176 Est. Cost $431.40 Unrealized +3.4%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $561 Shares 19,007 Est. Cost $24.03 Unrealized
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $559 Shares 14,213 Est. Cost $35.19 Unrealized
DOW DOW INC 0.0%
Value ($000) $558 Shares 9,630 Est. Cost $50.44 Unrealized -2.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $556 Shares 7,950 Est. Cost $61.62 Unrealized -1.7%
TOTALENERGIES SE 0.0%
Value ($000) $543 Shares 7,889 Est. Cost $35.87 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $540 Shares 5,891 Est. Cost $82.84 Unrealized +2.5%
IWB ISHARES TR 0.0%
Value ($000) $525 Shares 1,823 Est. Cost $181.37 Unrealized
IT GARTNER INC 0.0%
Value ($000) $522 Shares 1,095 Est. Cost $343.81 Unrealized +33.9%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $519 Shares 3,485 Est. Cost $119.83 Unrealized +10.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $518 Shares 2,075 Est. Cost $235.22 Unrealized +2.7%
TORTOISE ENERGY INFRA CORP 0.0%
Value ($000) $473 Shares 15,297 Est. Cost $24.43 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $464 Shares 8,001 Est. Cost $40.69 Unrealized +23.2%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $463 Shares 12,790 Est. Cost $35.62 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $460 Shares 8,631 Est. Cost $43.79 Unrealized
KEX KIRBY CORP 0.0%
Value ($000) $458 Shares 4,800 Est. Cost $45.56 Unrealized +85.2%
VCR VANGUARD WORLD FD 0.0%
Value ($000) $457 Shares 1,439 Est. Cost $304.95 Unrealized
AON AON PLC 0.0%
Value ($000) $449 Shares 1,344 Est. Cost $282.36 Unrealized +8.4%
WDAY WORKDAY INC 0.0%
Value ($000) $448 Shares 1,643 Est. Cost $241.56 Unrealized +17.8%
HEARTLAND FINL USA INC 0.0%
Value ($000) $441 Shares 12,554 Est. Cost $14.38 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $441 Shares 5,070 Est. Cost $77.35 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $437 Shares 4,626 Est. Cost $75.54 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $436 Shares 1,677 Est. Cost $222.99 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $434 Shares 775 Est. Cost $549.49 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $433 Shares 2,354 Est. Cost $181.47 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $428 Shares 5,240 Est. Cost $73.85 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $416 Shares 5,948 Est. Cost $68.13 Unrealized +1.1%
ACWI ISHARES TR 0.0%
Value ($000) $411 Shares 3,730 Est. Cost $86.00 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $402 Shares 4,247 Est. Cost $96.39 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $402 Shares 557 Est. Cost $448.15 Unrealized +40.8%
TFIN TRIUMPH FINANCIAL INC 0.0%
Value ($000) $399 Shares 5,033 Est. Cost $75.52 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $399 Shares 4,247 Est. Cost $115.19 Unrealized -15.1%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $396 Shares 4,878 Est. Cost $44.75 Unrealized +47.3%
MTUM ISHARES TR 0.0%
Value ($000) $393 Shares 2,097 Est. Cost $167.12 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $391 Shares 11,863 Est. Cost $31.70 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $390 Shares 6,701 Est. Cost $53.34 Unrealized +3.0%
CB CHUBB LIMITED 0.0%
Value ($000) $383 Shares 1,477 Est. Cost $241.21 Unrealized 0.0%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $382 Shares 1,200 Est. Cost $250.10 Unrealized +15.7%
GBTC GRAYSCALE BITCOIN TR BTC 0.0%
Value ($000) $381 Shares 6,035 Est. Cost $63.17 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $380 Shares 3,468 Est. Cost $103.55 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $375 Shares 3,882 Est. Cost $89.46 Unrealized -1.1%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $373 Shares 1,719 Est. Cost $223.61 Unrealized -4.2%
MBB ISHARES TR 0.0%
Value ($000) $364 Shares 3,941 Est. Cost $94.08 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $364 Shares 1,084 Est. Cost $268.03 Unrealized +10.0%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $364 Shares 21,026 Est. Cost $17.77 Unrealized
SEP ACQUISITION CORP 0.0%
Value ($000) $361 Shares 37,500 Est. Cost $10.03 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $358 Shares 3,493 Est. Cost $94.26 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $354 Shares 674 Est. Cost $386.74 Unrealized +16.5%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $352 Shares 5,838 Est. Cost $60.29 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $347 Shares 1,678 Est. Cost $148.95 Unrealized +14.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $345 Shares 3,477 Est. Cost $82.19 Unrealized +8.9%
HESM HESS MIDSTREAM LP 0.0%
Value ($000) $345 Shares 9,537 Est. Cost $11.52 Unrealized +149.1%
CI THE CIGNA GROUP 0.0%
Value ($000) $345 Shares 949 Est. Cost $255.26 Unrealized +24.5%
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value ($000) $340 Shares 3,498 Est. Cost $95.31 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $335 Shares 3,500 Est. Cost $65.60 Unrealized +34.8%
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $332 Shares 6,724 Est. Cost $39.81 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $330 Shares 829 Est. Cost $397.76 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $330 Shares 4,505 Est. Cost $59.28 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $328 Shares 1,126 Est. Cost $232.26 Unrealized +20.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $322 Shares 2,558 Est. Cost $114.00 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $321 Shares 5,392 Est. Cost $57.38 Unrealized -1.6%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $319 Shares 1,289 Est. Cost $250.61 Unrealized -8.0%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $319 Shares 10,623 Est. Cost $24.81 Unrealized
H & E EQUIPMENT SERVICES INC 0.0%
Value ($000) $314 Shares 4,892 Est. Cost $42.55 Unrealized
SLG SL GREEN RLTY CORP 0.0%
Value ($000) $312 Shares 5,651 Est. Cost $55.13 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $311 Shares 971 Est. Cost $306.18 Unrealized 0.0%
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $311 Shares 6,898 Est. Cost $45.94 Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $310 Shares 4,110 Est. Cost $62.88 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $310 Shares 1,556 Est. Cost $188.48 Unrealized 0.0%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $308 Shares 40,667 Est. Cost $2.98 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $308 Shares 11,088 Est. Cost $40.48 Unrealized -39.1%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $306 Shares 15,999 Est. Cost $36.62 Unrealized -40.6%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $298 Shares 2,408 Est. Cost $120.04 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $294 Shares 3,280 Est. Cost $74.05 Unrealized +10.6%
VEEV VEEVA SYS INC 0.0%
Value ($000) $294 Shares 1,268 Est. Cost $184.50 Unrealized +17.0%
CMI CUMMINS INC 0.0%
Value ($000) $286 Shares 971 Est. Cost $247.59 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $285 Shares 5,263 Est. Cost $59.07 Unrealized -21.8%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $285 Shares 12,013 Est. Cost $24.51 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $281 Shares 1,795 Est. Cost $177.03 Unrealized -13.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $280 Shares 1,389 Est. Cost $164.35 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $276 Shares 6,600 Est. Cost $39.13 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $274 Shares 3,772 Est. Cost $72.63 Unrealized
BP BP PLC 0.0%
Value ($000) $273 Shares 7,240 Est. Cost $35.60 Unrealized
ANF ABERCROMBIE & FITCH CO 0.0%
Value ($000) $272 Shares 2,171 Est. Cost $114.04 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $271 Shares 1,860 Est. Cost $155.00 Unrealized -12.8%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $268 Shares 10,136 Est. Cost $26.41 Unrealized
INFY INFOSYS LTD 0.0%
Value ($000) $265 Shares 14,799 Est. Cost $18.30 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $262 Shares 5,105 Est. Cost $51.28 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $261 Shares 625 Est. Cost $317.74 Unrealized +17.2%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $261 Shares 796 Est. Cost $293.39 Unrealized 0.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $261 Shares 8,255 Est. Cost $33.04 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $255 Shares 262 Est. Cost $971.57 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $253 Shares 2,350 Est. Cost $102.54 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $252 Shares 1,372 Est. Cost $169.58 Unrealized +12.3%
EZU ISHARES INC 0.0%
Value ($000) $251 Shares 4,918 Est. Cost $45.08 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $249 Shares 3,814 Est. Cost $69.41 Unrealized -4.0%
RACE FERRARI N V 0.0%
Value ($000) $241 Shares 553 Est. Cost $387.39 Unrealized 0.0%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $241 Shares 4,584 Est. Cost $47.81 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $240 Shares 3,928 Est. Cost $55.67 Unrealized
TXS TEXAS CAP TEX EQUITY INDEX E 0.0%
Value ($000) $240 Shares 8,450 Est. Cost $26.39 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $239 Shares 2,923 Est. Cost $62.67 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $237 Shares 5,434 Est. Cost $35.70 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $234 Shares 3,063 Est. Cost $72.16 Unrealized
HIGHPEAK ENERGY INC 0.0%
Value ($000) $233 Shares 35,251 Est. Cost $6.60 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $223 Shares 1,132 Est. Cost $183.55 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $222 Shares 2,545 Est. Cost $75.64 Unrealized 0.0%
ONON ON HLDG AG 0.0%
Value ($000) $221 Shares 6,259 Est. Cost $30.56 Unrealized 0.0%
PUBM PUBMATIC INC 0.0%
Value ($000) $221 Shares 9,307 Est. Cost $17.93 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $217 Shares 174 Est. Cost $1250.79 Unrealized 0.0%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $213 Shares 787 Est. Cost $270.52 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $211 Shares 1,227 Est. Cost $149.27 Unrealized 0.0%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $210 Shares 1,554 Est. Cost $134.82 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $206 Shares 2,033 Est. Cost $94.62 Unrealized 0.0%
MTDR MATADOR RES CO 0.0%
Value ($000) $206 Shares 3,086 Est. Cost $59.44 Unrealized 0.0%
TBIL RBB FD INC 0.0%
Value ($000) $204 Shares 4,069 Est. Cost $50.07 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $200 Shares 1,505 Est. Cost $121.35 Unrealized 0.0%
CRK COMSTOCK RES INC 0.0%
Value ($000) $193 Shares 20,778 Est. Cost $10.71 Unrealized -23.3%
NU NU HLDGS LTD 0.0%
Value ($000) $171 Shares 14,334 Est. Cost $8.08 Unrealized +26.4%
ARCO ARCOS DORADOS HOLDINGS INC 0.0%
Value ($000) $166 Shares 14,964 Est. Cost $7.76 Unrealized +44.2%
OSW ONESPAWORLD HOLDINGS LIMITED 0.0%
Value ($000) $161 Shares 12,176 Est. Cost $13.35 Unrealized 0.0%
RDW REDWIRE CORPORATION 0.0%
Value ($000) $110 Shares 25,000 Est. Cost $10.42 Unrealized -69.5%
REDWIRE CORPORATION 0.0%
Value ($000) $6 Shares 12,500 Est. Cost $2.16 Unrealized