CALTON & ASSOCIATES, INC. Diversified Active

CIK: 0000822648 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $438,439 (100.0% shares, 0.0% debt)

Holdings (340)

PSTR NORTHERN LTS FD TR II 4.4%
Value ($000) $19,167 Shares 712,990 Est. Cost $26.97 Unrealized
QQQ INVESCO QQQ TR 4.3%
Value ($000) $18,887 Shares 40,278 Est. Cost $426.27 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $16,424 Shares 73,938 Est. Cost $192.26 Unrealized +20.0%
SPY SPDR S&P 500 ETF TR 3.4%
Value ($000) $15,043 Shares 26,892 Est. Cost $488.62 Unrealized
COWZ PACER FDS TR 3.3%
Value ($000) $14,279 Shares 260,751 Est. Cost $54.32 Unrealized
USFR WISDOMTREE TR 3.1%
Value ($000) $13,752 Shares 273,240 Est. Cost $50.29 Unrealized
SPYM SPDR SER TR 2.3%
Value ($000) $10,073 Shares 153,182 Est. Cost $65.67 Unrealized
VRIG INVESCO ACTIVELY MANAGED EXC 2.1%
Value ($000) $9,319 Shares 371,590 Est. Cost $25.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $9,135 Shares 17,152 Est. Cost $436.13 Unrealized +11.5%
FDVV FIDELITY COVINGTON TRUST 1.8%
Value ($000) $7,910 Shares 159,474 Est. Cost $48.77 Unrealized
VUG VANGUARD INDEX FDS 1.7%
Value ($000) $7,459 Shares 20,114 Est. Cost $342.09 Unrealized
FLRN SPDR SER TR 1.6%
Value ($000) $6,931 Shares 224,880 Est. Cost $30.63 Unrealized
XLK SELECT SECTOR SPDR TR 1.5%
Value ($000) $6,695 Shares 32,426 Est. Cost $208.40 Unrealized
MGV VANGUARD WORLD FD 1.4%
Value ($000) $6,070 Shares 47,112 Est. Cost $126.73 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $5,805 Shares 15,465 Est. Cost $361.36 Unrealized +12.1%
MGC VANGUARD WORLD FD 1.3%
Value ($000) $5,578 Shares 27,700 Est. Cost $186.17 Unrealized
VHT VANGUARD WORLD FD 1.2%
Value ($000) $5,405 Shares 20,416 Est. Cost $252.56 Unrealized
SCHG SCHWAB STRATEGIC TR 1.2%
Value ($000) $5,215 Shares 208,278 Est. Cost $27.19 Unrealized
SPYD SPDR SER TR 1.1%
Value ($000) $4,979 Shares 112,503 Est. Cost $40.94 Unrealized
SCHX SCHWAB STRATEGIC TR 1.1%
Value ($000) $4,757 Shares 215,453 Est. Cost $22.08 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $4,197 Shares 8,166 Est. Cost $493.21 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $4,166 Shares 72,916 Est. Cost $57.27 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $4,135 Shares 28,322 Est. Cost $138.65 Unrealized
SRLN SSGA ACTIVE ETF TR 0.9%
Value ($000) $4,029 Shares 97,958 Est. Cost $41.81 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.9%
Value ($000) $4,000 Shares 116,780 Est. Cost $29.30 Unrealized
IWM ISHARES TR 0.8%
Value ($000) $3,557 Shares 17,828 Est. Cost $203.20 Unrealized
BILS SPDR SER TR 0.8%
Value ($000) $3,440 Shares 34,575 Est. Cost $99.49 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $3,413 Shares 17,940 Est. Cost $198.95 Unrealized +9.1%
PTNQ PACER FDS TR 0.8%
Value ($000) $3,385 Shares 47,663 Est. Cost $66.95 Unrealized
SLYV SPDR SER TR 0.8%
Value ($000) $3,379 Shares 43,101 Est. Cost $84.98 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $3,331 Shares 65,525 Est. Cost $48.78 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $3,316 Shares 9,049 Est. Cost $313.93 Unrealized +21.3%
SCHO SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,910 Shares 119,571 Est. Cost $25.17 Unrealized
LQD ISHARES TR 0.7%
Value ($000) $2,883 Shares 26,522 Est. Cost $108.69 Unrealized
VDC VANGUARD WORLD FD 0.6%
Value ($000) $2,830 Shares 12,931 Est. Cost $202.10 Unrealized
BIL SPDR SER TR 0.6%
Value ($000) $2,807 Shares 30,603 Est. Cost $91.71 Unrealized
ITOT ISHARES TR 0.6%
Value ($000) $2,689 Shares 22,043 Est. Cost $118.73 Unrealized
GOVT ISHARES TR 0.6%
Value ($000) $2,627 Shares 114,294 Est. Cost $22.99 Unrealized
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,485 Shares 49,896 Est. Cost $43.18 Unrealized
GCOW PACER FDS TR 0.6%
Value ($000) $2,483 Shares 67,139 Est. Cost $36.98 Unrealized
GDX VANECK ETF TRUST 0.6%
Value ($000) $2,470 Shares 53,733 Est. Cost $35.65 Unrealized
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $2,412 Shares 30,816 Est. Cost $77.33 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $2,406 Shares 8,351 Est. Cost $222.78 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $2,258 Shares 9,204 Est. Cost $165.24 Unrealized +51.8%
LLY ELI LILLY & CO 0.5%
Value ($000) $2,091 Shares 2,532 Est. Cost $781.14 Unrealized +5.8%
PECO PHILLIPS EDISON & CO INC 0.5%
Value ($000) $2,046 Shares 56,066 Est. Cost $35.62 Unrealized
T AT&T INC 0.5%
Value ($000) $2,001 Shares 70,772 Est. Cost $20.64 Unrealized +18.0%
SPGP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,000 Shares 20,022 Est. Cost $98.59 Unrealized
WMT WALMART INC 0.5%
Value ($000) $1,981 Shares 22,564 Est. Cost $87.02 Unrealized +6.8%
PTLC PACER FDS TR 0.4%
Value ($000) $1,939 Shares 37,681 Est. Cost $52.92 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,936 Shares 4,333 Est. Cost $451.23 Unrealized -0.7%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,908 Shares 82,391 Est. Cost $23.16 Unrealized
KRE SPDR SER TR 0.4%
Value ($000) $1,692 Shares 29,756 Est. Cost $53.21 Unrealized
SPYV SPDR SER TR 0.4%
Value ($000) $1,676 Shares 32,819 Est. Cost $48.97 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,672 Shares 14,059 Est. Cost $93.91 Unrealized +14.2%
FPX FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,637 Shares 14,653 Est. Cost $106.43 Unrealized
TIP ISHARES TR 0.4%
Value ($000) $1,570 Shares 14,135 Est. Cost $111.14 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,546 Shares 9,241 Est. Cost $150.48 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,542 Shares 34,000 Est. Cost $38.72 Unrealized +2.2%
PDP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,531 Shares 15,314 Est. Cost $96.93 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,522 Shares 16,288 Est. Cost $90.56 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,505 Shares 2,874 Est. Cost $499.48 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,477 Shares 8,553 Est. Cost $172.74 Unrealized
ITA ISHARES TR 0.3%
Value ($000) $1,459 Shares 9,527 Est. Cost $134.94 Unrealized
SMH VANECK ETF TRUST 0.3%
Value ($000) $1,435 Shares 6,787 Est. Cost $218.69 Unrealized
TMFC RBB FD INC 0.3%
Value ($000) $1,430 Shares 25,713 Est. Cost $54.99 Unrealized
MOAT VANECK ETF TRUST 0.3%
Value ($000) $1,420 Shares 16,137 Est. Cost $89.23 Unrealized
INDA ISHARES TR 0.3%
Value ($000) $1,366 Shares 26,541 Est. Cost $50.80 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,300 Shares 6,736 Est. Cost $192.05 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,294 Shares 6,176 Est. Cost $149.33 Unrealized +26.8%
CFO VICTORY PORTFOLIOS II 0.3%
Value ($000) $1,259 Shares 18,378 Est. Cost $68.51 Unrealized
V VISA INC 0.3%
Value ($000) $1,228 Shares 3,505 Est. Cost $336.32 Unrealized 0.0%
IVW ISHARES TR 0.3%
Value ($000) $1,223 Shares 13,175 Est. Cost $99.64 Unrealized
DBEF DBX ETF TR 0.3%
Value ($000) $1,201 Shares 27,730 Est. Cost $41.24 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.3%
Value ($000) $1,188 Shares 41,945 Est. Cost $26.38 Unrealized
VNLA JANUS DETROIT STR TR 0.3%
Value ($000) $1,168 Shares 23,771 Est. Cost $49.15 Unrealized
FEZ SPDR INDEX SHS FDS 0.3%
Value ($000) $1,166 Shares 21,424 Est. Cost $47.96 Unrealized
VIS VANGUARD WORLD FD 0.3%
Value ($000) $1,148 Shares 4,636 Est. Cost $227.34 Unrealized
TFLO ISHARES TR 0.3%
Value ($000) $1,130 Shares 22,314 Est. Cost $50.52 Unrealized
FSK FS KKR CAP CORP 0.3%
Value ($000) $1,098 Shares 52,402 Est. Cost $16.20 Unrealized +18.8%
EPI WISDOMTREE TR 0.2%
Value ($000) $1,088 Shares 24,901 Est. Cost $44.80 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,085 Shares 7,013 Est. Cost $171.86 Unrealized +5.1%
VDE VANGUARD WORLD FD 0.2%
Value ($000) $1,067 Shares 8,227 Est. Cost $121.30 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,059 Shares 12,962 Est. Cost $79.43 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $1,058 Shares 1,882 Est. Cost $494.66 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $1,051 Shares 8,730 Est. Cost $126.78 Unrealized 0.0%
PFF ISHARES TR 0.2%
Value ($000) $1,043 Shares 33,932 Est. Cost $31.26 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,037 Shares 4,001 Est. Cost $305.57 Unrealized +9.1%
META META PLATFORMS INC 0.2%
Value ($000) $1,033 Shares 1,792 Est. Cost $498.79 Unrealized +29.0%
XME SPDR SER TR 0.2%
Value ($000) $1,000 Shares 17,859 Est. Cost $57.81 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $968 Shares 48,954 Est. Cost $19.78 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $954 Shares 4,833 Est. Cost $223.78 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $948 Shares 6,070 Est. Cost $153.54 Unrealized +18.8%
GWW GRAINGER W W INC 0.2%
Value ($000) $944 Shares 956 Est. Cost $756.34 Unrealized +35.6%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.2%
Value ($000) $930 Shares 26,103 Est. Cost $35.43 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $919 Shares 5,539 Est. Cost $143.18 Unrealized +6.5%
IEFA ISHARES TR 0.2%
Value ($000) $918 Shares 12,136 Est. Cost $75.65 Unrealized
KORP AMERICAN CENTY ETF TR 0.2%
Value ($000) $908 Shares 19,435 Est. Cost $46.74 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $905 Shares 6,902 Est. Cost $131.68 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $898 Shares 15,295 Est. Cost $58.57 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $897 Shares 4,624 Est. Cost $194.01 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $883 Shares 17,304 Est. Cost $50.80 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $881 Shares 5,085 Est. Cost $167.99 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $880 Shares 29,634 Est. Cost $29.96 Unrealized
IVT INVENTRUST PPTYS CORP 0.2%
Value ($000) $877 Shares 29,873 Est. Cost $30.06 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $876 Shares 9,082 Est. Cost $96.78 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $861 Shares 19,702 Est. Cost $41.10 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $850 Shares 7,135 Est. Cost $116.83 Unrealized 0.0%
SHY ISHARES TR 0.2%
Value ($000) $839 Shares 10,136 Est. Cost $81.99 Unrealized
EDOG ALPS ETF TR 0.2%
Value ($000) $815 Shares 38,828 Est. Cost $21.52 Unrealized
FCOR FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $808 Shares 17,204 Est. Cost $46.59 Unrealized
CWB SPDR SER TR 0.2%
Value ($000) $796 Shares 10,395 Est. Cost $72.95 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $789 Shares 18,906 Est. Cost $28.79 Unrealized +51.5%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $786 Shares 4,615 Est. Cost $145.75 Unrealized +12.5%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $759 Shares 32,380 Est. Cost $23.43 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $748 Shares 1,369 Est. Cost $317.74 Unrealized +85.9%
IUSG ISHARES TR 0.2%
Value ($000) $742 Shares 5,840 Est. Cost $127.08 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $739 Shares 6,561 Est. Cost $99.01 Unrealized
VPU VANGUARD WORLD FD 0.2%
Value ($000) $732 Shares 4,288 Est. Cost $170.80 Unrealized
SPTS SPDR SER TR 0.2%
Value ($000) $731 Shares 25,000 Est. Cost $29.01 Unrealized
LAZ LAZARD INC 0.2%
Value ($000) $719 Shares 25,725 Est. Cost $49.73 Unrealized 0.0%
SLV ISHARES SILVER TR 0.2%
Value ($000) $712 Shares 22,972 Est. Cost $30.99 Unrealized
EWC ISHARES INC 0.2%
Value ($000) $711 Shares 17,455 Est. Cost $38.55 Unrealized
IBB ISHARES TR 0.2%
Value ($000) $704 Shares 5,505 Est. Cost $133.88 Unrealized
TBIL RBB FD INC 0.2%
Value ($000) $700 Shares 14,000 Est. Cost $49.86 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $699 Shares 9,512 Est. Cost $72.90 Unrealized
F FORD MTR CO 0.2%
Value ($000) $667 Shares 66,512 Est. Cost $9.72 Unrealized -4.9%
USMV ISHARES TR 0.2%
Value ($000) $666 Shares 7,111 Est. Cost $90.79 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $662 Shares 11,071 Est. Cost $55.43 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $662 Shares 13,258 Est. Cost $49.90 Unrealized
SOUTHSTATE CORPORATION 0.1%
Value ($000) $653 Shares 7,040 Est. Cost $92.82 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $646 Shares 8,189 Est. Cost $78.94 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $644 Shares 3,666 Est. Cost $121.08 Unrealized +51.4%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $641 Shares 15,921 Est. Cost $40.07 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $637 Shares 6,438 Est. Cost $99.27 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $634 Shares 5,448 Est. Cost $116.38 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $633 Shares 7,691 Est. Cost $61.08 Unrealized +32.6%
KBE SPDR SER TR 0.1%
Value ($000) $623 Shares 11,770 Est. Cost $46.20 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $622 Shares 12,012 Est. Cost $51.78 Unrealized
FXI ISHARES TR 0.1%
Value ($000) $615 Shares 17,169 Est. Cost $24.88 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $613 Shares 9,935 Est. Cost $49.89 Unrealized +20.5%
MUB ISHARES TR 0.1%
Value ($000) $606 Shares 5,745 Est. Cost $105.44 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $604 Shares 13,336 Est. Cost $45.26 Unrealized
SMIN ISHARES TR 0.1%
Value ($000) $600 Shares 8,811 Est. Cost $72.35 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $595 Shares 21,782 Est. Cost $27.30 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $595 Shares 7,398 Est. Cost $63.30 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $594 Shares 16,314 Est. Cost $34.14 Unrealized
SGOV ISHARES TR 0.1%
Value ($000) $575 Shares 5,714 Est. Cost $100.68 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $561 Shares 7,828 Est. Cost $64.97 Unrealized 0.0%
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $561 Shares 23,634 Est. Cost $24.10 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $558 Shares 590 Est. Cost $970.56 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $554 Shares 4,546 Est. Cost $110.55 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $552 Shares 20,004 Est. Cost $27.57 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $551 Shares 6,343 Est. Cost $95.73 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $547 Shares 13,887 Est. Cost $36.76 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $543 Shares 2,020 Est. Cost $274.93 Unrealized +6.4%
IJT ISHARES TR 0.1%
Value ($000) $541 Shares 4,348 Est. Cost $135.36 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $541 Shares 9,244 Est. Cost $59.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $541 Shares 6,411 Est. Cost $52.57 Unrealized +67.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $540 Shares 2,436 Est. Cost $221.79 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $534 Shares 10,942 Est. Cost $48.82 Unrealized
SEIV SEI EXCHANGE TRADED FUNDS 0.1%
Value ($000) $532 Shares 16,381 Est. Cost $32.46 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $525 Shares 1,681 Est. Cost $292.89 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value ($000) $523 Shares 1,678 Est. Cost $276.29 Unrealized +4.0%
SEIM SEI EXCHANGE TRADED FUNDS 0.1%
Value ($000) $513 Shares 14,234 Est. Cost $36.06 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $513 Shares 10,250 Est. Cost $50.00 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $510 Shares 1,627 Est. Cost $229.71 Unrealized +50.7%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $509 Shares 6,643 Est. Cost $76.57 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $507 Shares 5,141 Est. Cost $99.37 Unrealized +7.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $500 Shares 4,867 Est. Cost $118.44 Unrealized -6.1%
NDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $498 Shares 21,122 Est. Cost $23.57 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $498 Shares 6,312 Est. Cost $76.06 Unrealized
IYK ISHARES TR 0.1%
Value ($000) $490 Shares 6,844 Est. Cost $102.14 Unrealized
KR KROGER CO 0.1%
Value ($000) $481 Shares 7,105 Est. Cost $62.27 Unrealized 0.0%
XSMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $479 Shares 7,629 Est. Cost $62.75 Unrealized
CTBI COMMUNITY TR BANCORP INC 0.1%
Value ($000) $473 Shares 9,398 Est. Cost $52.47 Unrealized -2.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $473 Shares 2,282 Est. Cost $150.40 Unrealized +27.2%
MS MORGAN STANLEY 0.1%
Value ($000) $471 Shares 4,040 Est. Cost $76.23 Unrealized +65.2%
EUFN ISHARES TR 0.1%
Value ($000) $469 Shares 16,449 Est. Cost $22.10 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $466 Shares 18,392 Est. Cost $25.17 Unrealized -1.8%
XBI SPDR SER TR 0.1%
Value ($000) $459 Shares 5,662 Est. Cost $89.78 Unrealized
PII POLARIS INC 0.1%
Value ($000) $451 Shares 11,006 Est. Cost $47.61 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $444 Shares 2,653 Est. Cost $209.82 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $440 Shares 10,135 Est. Cost $38.05 Unrealized
CDC VICTORY PORTFOLIOS II 0.1%
Value ($000) $436 Shares 6,637 Est. Cost $56.57 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $434 Shares 8,657 Est. Cost $49.95 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $430 Shares 8,210 Est. Cost $51.79 Unrealized
INCM FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $428 Shares 16,065 Est. Cost $26.28 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $427 Shares 12,750 Est. Cost $34.67 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $426 Shares 1,207 Est. Cost $381.06 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $424 Shares 5,376 Est. Cost $78.89 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $422 Shares 10,992 Est. Cost $38.41 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $420 Shares 3,592 Est. Cost $133.94 Unrealized 0.0%
SPHY SPDR SER TR 0.1%
Value ($000) $418 Shares 17,847 Est. Cost $23.42 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $416 Shares 3,775 Est. Cost $110.28 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $416 Shares 663 Est. Cost $757.50 Unrealized -9.9%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $410 Shares 2,035 Est. Cost $141.89 Unrealized +87.9%
OEF ISHARES TR 0.1%
Value ($000) $409 Shares 1,512 Est. Cost $276.82 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $408 Shares 1,926 Est. Cost $180.72 Unrealized +9.8%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $402 Shares 14,953 Est. Cost $26.89 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $400 Shares 4,454 Est. Cost $90.12 Unrealized 0.0%
TER TERADYNE INC 0.1%
Value ($000) $399 Shares 4,825 Est. Cost $117.75 Unrealized -5.4%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $398 Shares 14,961 Est. Cost $26.58 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $392 Shares 6,532 Est. Cost $51.03 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $389 Shares 1,164 Est. Cost $355.51 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $386 Shares 5,440 Est. Cost $46.21 Unrealized +61.3%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $384 Shares 10,716 Est. Cost $35.88 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $384 Shares 17,861 Est. Cost $21.51 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $383 Shares 20,739 Est. Cost $18.47 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $379 Shares 7,630 Est. Cost $50.69 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $378 Shares 696 Est. Cost $617.47 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $376 Shares 8,438 Est. Cost $44.59 Unrealized
EMLC VANECK ETF TRUST 0.1%
Value ($000) $376 Shares 15,763 Est. Cost $23.86 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $369 Shares 1,358 Est. Cost $274.68 Unrealized +12.3%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $369 Shares 7,293 Est. Cost $50.63 Unrealized
DE DEERE & CO 0.1%
Value ($000) $365 Shares 777 Est. Cost $378.34 Unrealized +22.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $361 Shares 659 Est. Cost $542.01 Unrealized 0.0%
TFX TELEFLEX INCORPORATED 0.1%
Value ($000) $361 Shares 2,610 Est. Cost $160.31 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $358 Shares 2,100 Est. Cost $184.92 Unrealized 0.0%
ISHARES TR 0.1%
Value ($000) $356 Shares 14,157 Est. Cost $25.15 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $354 Shares 2,550 Est. Cost $99.79 Unrealized +53.5%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $353 Shares 7,670 Est. Cost $49.96 Unrealized
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $350 Shares 41,340 Est. Cost $8.47 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $346 Shares 2,580 Est. Cost $124.04 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $346 Shares 5,925 Est. Cost $58.35 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $344 Shares 3,671 Est. Cost $93.78 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $340 Shares 3,260 Est. Cost $89.13 Unrealized 0.0%
KXI ISHARES TR 0.1%
Value ($000) $334 Shares 5,213 Est. Cost $64.05 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $333 Shares 5,573 Est. Cost $59.79 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $330 Shares 1,834 Est. Cost $182.23 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $326 Shares 3,812 Est. Cost $80.44 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $318 Shares 1,978 Est. Cost $160.57 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $315 Shares 2,766 Est. Cost $113.76 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $313 Shares 1,168 Est. Cost $309.01 Unrealized 0.0%
DGRO ISHARES TR 0.1%
Value ($000) $309 Shares 4,997 Est. Cost $61.78 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.1%
Value ($000) $307 Shares 7,296 Est. Cost $42.06 Unrealized
DON WISDOMTREE TR 0.1%
Value ($000) $305 Shares 6,164 Est. Cost $46.29 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $300 Shares 13,554 Est. Cost $20.85 Unrealized 0.0%
DGRW WISDOMTREE TR 0.1%
Value ($000) $300 Shares 3,761 Est. Cost $80.93 Unrealized
SEIE SEI EXCHANGE TRADED FUNDS 0.1%
Value ($000) $300 Shares 11,428 Est. Cost $26.25 Unrealized
CLIP GLOBAL X FDS 0.1%
Value ($000) $299 Shares 2,972 Est. Cost $100.44 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $296 Shares 1,790 Est. Cost $188.54 Unrealized -4.2%
DTE DTE ENERGY CO 0.1%
Value ($000) $294 Shares 2,126 Est. Cost $123.63 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $294 Shares 3,194 Est. Cost $84.13 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $293 Shares 4,496 Est. Cost $77.71 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $292 Shares 1,012 Est. Cost $317.51 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $291 Shares 1,983 Est. Cost $75.54 Unrealized +91.4%
SMOT VANECK ETF TRUST 0.1%
Value ($000) $288 Shares 8,794 Est. Cost $32.79 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $287 Shares 2,055 Est. Cost $161.47 Unrealized -8.6%
ASTS AST SPACEMOBILE INC 0.1%
Value ($000) $287 Shares 12,600 Est. Cost $7.43 Unrealized +244.4%
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $285 Shares 7,648 Est. Cost $37.22 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $283 Shares 11,686 Est. Cost $24.21 Unrealized
BLACKROCK CAP ALLOCATION TER 0.1%
Value ($000) $282 Shares 19,614 Est. Cost $14.95 Unrealized
GSK GSK PLC 0.1%
Value ($000) $281 Shares 7,261 Est. Cost $37.31 Unrealized
SEIQ SEI EXCHANGE TRADED FUNDS 0.1%
Value ($000) $272 Shares 7,792 Est. Cost $34.92 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $270 Shares 6,573 Est. Cost $32.27 Unrealized +32.3%
IWB ISHARES TR 0.1%
Value ($000) $268 Shares 875 Est. Cost $315.07 Unrealized
SLQD ISHARES TR 0.1%
Value ($000) $267 Shares 5,318 Est. Cost $49.74 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $267 Shares 5,261 Est. Cost $50.71 Unrealized
DEM WISDOMTREE TR 0.1%
Value ($000) $264 Shares 6,269 Est. Cost $42.08 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $263 Shares 22,601 Est. Cost $8.17 Unrealized +76.3%
IBDS ISHARES TR 0.1%
Value ($000) $261 Shares 10,796 Est. Cost $24.18 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $259 Shares 5,615 Est. Cost $40.50 Unrealized 0.0%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $258 Shares 3,005 Est. Cost $85.98 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $257 Shares 2,125 Est. Cost $121.12 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $257 Shares 1,990 Est. Cost $128.98 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $256 Shares 3,065 Est. Cost $84.97 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $255 Shares 2,766 Est. Cost $92.29 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $250 Shares 3,197 Est. Cost $77.67 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $249 Shares 963 Est. Cost $258.65 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $246 Shares 2,715 Est. Cost $90.53 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $246 Shares 1,480 Est. Cost $187.97 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $243 Shares 1,735 Est. Cost $158.19 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $242 Shares 975 Est. Cost $239.40 Unrealized 0.0%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $242 Shares 5,789 Est. Cost $40.70 Unrealized
HYD VANECK ETF TRUST 0.1%
Value ($000) $241 Shares 4,718 Est. Cost $51.18 Unrealized
NAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $241 Shares 9,700 Est. Cost $24.85 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $239 Shares 1,800 Est. Cost $125.48 Unrealized 0.0%
IWY ISHARES TR 0.1%
Value ($000) $239 Shares 1,132 Est. Cost $235.26 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $238 Shares 4,406 Est. Cost $53.97 Unrealized
CMF ISHARES TR 0.1%
Value ($000) $238 Shares 4,224 Est. Cost $57.85 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $238 Shares 2,152 Est. Cost $110.47 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $238 Shares 2,251 Est. Cost $105.58 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $237 Shares 479 Est. Cost $553.02 Unrealized 0.0%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $236 Shares 6,595 Est. Cost $35.82 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $235 Shares 961 Est. Cost $244.64 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $234 Shares 1,766 Est. Cost $124.76 Unrealized 0.0%
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $229 Shares 5,618 Est. Cost $62.13 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $228 Shares 286 Est. Cost $192.75 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $228 Shares 6,905 Est. Cost $32.99 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $228 Shares 3,861 Est. Cost $58.96 Unrealized
NNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $226 Shares 9,039 Est. Cost $25.02 Unrealized
PDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $226 Shares 6,012 Est. Cost $37.60 Unrealized
CFA VICTORY PORTFOLIOS II 0.1%
Value ($000) $226 Shares 2,672 Est. Cost $74.63 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $224 Shares 2,745 Est. Cost $81.77 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $223 Shares 239 Est. Cost $95.10 Unrealized 0.0%
EWZ ISHARES INC 0.1%
Value ($000) $222 Shares 8,604 Est. Cost $22.51 Unrealized
LGLV SPDR SER TR 0.1%
Value ($000) $220 Shares 1,266 Est. Cost $174.09 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $220 Shares 2,682 Est. Cost $81.28 Unrealized
RAVI FLEXSHARES TR 0.1%
Value ($000) $220 Shares 2,911 Est. Cost $75.57 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $220 Shares 9,679 Est. Cost $21.88 Unrealized 0.0%
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $220 Shares 11,514 Est. Cost $18.31 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $217 Shares 4,078 Est. Cost $49.77 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $217 Shares 2,155 Est. Cost $102.05 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $217 Shares 2,078 Est. Cost $120.21 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $216 Shares 1,490 Est. Cost $166.66 Unrealized 0.0%
SHYG ISHARES TR 0.0%
Value ($000) $215 Shares 5,059 Est. Cost $42.52 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $215 Shares 805 Est. Cost $243.03 Unrealized 0.0%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $214 Shares 5,290 Est. Cost $40.46 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $213 Shares 654 Est. Cost $366.78 Unrealized
OPRA OPERA LTD 0.0%
Value ($000) $210 Shares 13,185 Est. Cost $15.94 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $210 Shares 5,601 Est. Cost $37.50 Unrealized
WIP SPDR SER TR 0.0%
Value ($000) $208 Shares 5,553 Est. Cost $41.42 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $208 Shares 20,985 Est. Cost $9.89 Unrealized
FFOG FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $206 Shares 5,903 Est. Cost $34.93 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $205 Shares 1,863 Est. Cost $112.66 Unrealized 0.0%
BLK BLACKROCK INC 0.0%
Value ($000) $203 Shares 214 Est. Cost $961.85 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $202 Shares 3,375 Est. Cost $58.22 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $202 Shares 2,847 Est. Cost $68.66 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $202 Shares 1,344 Est. Cost $143.48 Unrealized 0.0%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $201 Shares 3,133 Est. Cost $64.20 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $196 Shares 12,122 Est. Cost $16.18 Unrealized
BLACKROCK ESG CAP ALLC TERM 0.0%
Value ($000) $194 Shares 12,325 Est. Cost $16.15 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $193 Shares 12,535 Est. Cost $19.41 Unrealized 0.0%
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $189 Shares 16,846 Est. Cost $11.22 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $183 Shares 11,081 Est. Cost $16.52 Unrealized
SEVN SEVEN HILLS REALTY TRUST 0.0%
Value ($000) $169 Shares 13,538 Est. Cost $12.49 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $156 Shares 14,545 Est. Cost $10.46 Unrealized 0.0%
GNK GENCO SHIPPING & TRADING LTD 0.0%
Value ($000) $152 Shares 11,375 Est. Cost $14.18 Unrealized 0.0%
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $140 Shares 14,630 Est. Cost $9.59 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value ($000) $136 Shares 11,765 Est. Cost $11.53 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $132 Shares 13,210 Est. Cost $9.96 Unrealized
SFL SFL CORPORATION LTD 0.0%
Value ($000) $108 Shares 13,114 Est. Cost $9.66 Unrealized 0.0%
OXFORD LANE CAP CORP 0.0%
Value ($000) $106 Shares 22,529 Est. Cost $4.72 Unrealized
PSQH PSQ HOLDINGS INC 0.0%
Value ($000) $101 Shares 44,053 Est. Cost $3.14 Unrealized +7.7%
CREDIT SUISSE HIGH YIELD BD 0.0%
Value ($000) $22 Shares 10,367 Est. Cost $2.12 Unrealized
IAUX I-80 GOLD CORP 0.0%
Value ($000) $14 Shares 24,500 Est. Cost $0.65 Unrealized 0.0%
SLS SELLAS LIFE SCIENCES GROUP I 0.0%
Value ($000) $12 Shares 11,000 Est. Cost $1.19 Unrealized 0.0%
CEL-SCI CORP 0.0%
Value ($000) $11 Shares 46,640 Est. Cost $0.23 Unrealized
EVENTBRITE INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $0.99 Unrealized