Paragon Private Wealth Management, LLC Diversified Active

CIK: 0001922684 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $251,053 (100.0% shares, 0.0% debt)

Holdings (190)

MSFT MICROSOFT CORP 6.4%
Value ($000) $16,158 Shares 32,484 Est. Cost $368.39 Unrealized +17.4%
NVDA NVIDIA CORPORATION 4.3%
Value ($000) $10,681 Shares 67,607 Est. Cost $109.91 Unrealized +14.5%
AAPL APPLE INC 3.8%
Value ($000) $9,549 Shares 46,544 Est. Cost $175.13 Unrealized +15.0%
IWR ISHARES TR 3.0%
Value ($000) $7,480 Shares 81,327 Est. Cost $81.21 Unrealized
META META PLATFORMS INC 2.6%
Value ($000) $6,497 Shares 8,803 Est. Cost $453.92 Unrealized +35.8%
AMZN AMAZON COM INC 2.6%
Value ($000) $6,417 Shares 29,249 Est. Cost $168.47 Unrealized +17.5%
IJR ISHARES TR 2.4%
Value ($000) $6,039 Shares 55,253 Est. Cost $105.10 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $5,613 Shares 20,842 Est. Cost $182.64 Unrealized
GOOGL ALPHABET INC 2.2%
Value ($000) $5,595 Shares 31,745 Est. Cost $128.78 Unrealized +26.8%
JPST J P MORGAN EXCHANGE TRADED F 1.6%
Value ($000) $3,926 Shares 77,476 Est. Cost $50.53 Unrealized
VOO VANGUARD INDEX FDS 1.5%
Value ($000) $3,689 Shares 6,494 Est. Cost $446.46 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 1.4%
Value ($000) $3,489 Shares 36,369 Est. Cost $66.07 Unrealized
AVGO BROADCOM INC 1.4%
Value ($000) $3,466 Shares 12,572 Est. Cost $170.56 Unrealized +26.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $3,409 Shares 7,018 Est. Cost $339.23 Unrealized +49.7%
FTCS FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $3,305 Shares 36,363 Est. Cost $83.57 Unrealized
VUSB VANGUARD BD INDEX FDS 1.2%
Value ($000) $3,042 Shares 61,001 Est. Cost $49.86 Unrealized
V VISA INC 1.2%
Value ($000) $2,937 Shares 8,273 Est. Cost $219.28 Unrealized +58.2%
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $2,595 Shares 8,537 Est. Cost $282.00 Unrealized
NFLX NETFLIX INC 1.0%
Value ($000) $2,542 Shares 1,898 Est. Cost $80.89 Unrealized +39.8%
FXD FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $2,539 Shares 40,024 Est. Cost $52.18 Unrealized
ZECP ZACKS TRUST 1.0%
Value ($000) $2,416 Shares 75,700 Est. Cost $30.64 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $2,299 Shares 5,244 Est. Cost $302.51 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $2,249 Shares 7,758 Est. Cost $211.66 Unrealized +19.4%
COWZ PACER FDS TR 0.9%
Value ($000) $2,248 Shares 40,795 Est. Cost $54.74 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $2,204 Shares 11,872 Est. Cost $142.02 Unrealized +28.6%
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value ($000) $2,152 Shares 6,978 Est. Cost $213.73 Unrealized +41.5%
RECS COLUMBIA ETF TR I 0.8%
Value ($000) $2,120 Shares 57,620 Est. Cost $28.86 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $2,111 Shares 17,351 Est. Cost $101.53 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $2,088 Shares 30,698 Est. Cost $65.10 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.8%
Value ($000) $2,071 Shares 33,872 Est. Cost $52.79 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $2,053 Shares 6,965 Est. Cost $141.90 Unrealized +78.9%
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $2,035 Shares 11,513 Est. Cost $147.04 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,031 Shares 12,747 Est. Cost $140.09 Unrealized +14.8%
TSLA TESLA INC 0.8%
Value ($000) $1,963 Shares 6,180 Est. Cost $277.16 Unrealized +8.7%
WM WASTE MGMT INC DEL 0.8%
Value ($000) $1,955 Shares 8,544 Est. Cost $158.36 Unrealized +45.0%
QTEC FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,899 Shares 8,923 Est. Cost $153.74 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,821 Shares 24,539 Est. Cost $61.77 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $1,767 Shares 5,539 Est. Cost $178.95 Unrealized +56.1%
FXL FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,731 Shares 11,003 Est. Cost $132.74 Unrealized
BLK BLACKROCK INC 0.7%
Value ($000) $1,664 Shares 1,586 Est. Cost $981.65 Unrealized -4.9%
ABT ABBOTT LABS 0.6%
Value ($000) $1,628 Shares 11,967 Est. Cost $115.11 Unrealized +13.5%
IEF ISHARES TR 0.6%
Value ($000) $1,625 Shares 16,969 Est. Cost $95.29 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,570 Shares 21,565 Est. Cost $66.61 Unrealized
CRM SALESFORCE INC 0.6%
Value ($000) $1,533 Shares 5,620 Est. Cost $243.71 Unrealized +9.2%
KLAC KLA CORP 0.6%
Value ($000) $1,499 Shares 1,673 Est. Cost $492.66 Unrealized +51.9%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,470 Shares 21,169 Est. Cost $74.45 Unrealized -8.5%
LLY ELI LILLY & CO 0.6%
Value ($000) $1,435 Shares 1,840 Est. Cost $623.32 Unrealized +24.1%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $1,363 Shares 5,514 Est. Cost $205.53 Unrealized +15.4%
LOW LOWES COS INC 0.5%
Value ($000) $1,335 Shares 6,017 Est. Cost $202.89 Unrealized +8.7%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $1,288 Shares 3,751 Est. Cost $309.20 Unrealized +11.4%
PEP PEPSICO INC 0.5%
Value ($000) $1,278 Shares 9,675 Est. Cost $153.34 Unrealized -14.5%
GOVT ISHARES TR 0.5%
Value ($000) $1,276 Shares 55,531 Est. Cost $22.80 Unrealized
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $1,276 Shares 7,318 Est. Cost $111.20 Unrealized +44.0%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $1,265 Shares 11,779 Est. Cost $84.31 Unrealized +20.0%
QQXT FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,244 Shares 12,594 Est. Cost $88.05 Unrealized
PAYX PAYCHEX INC 0.5%
Value ($000) $1,244 Shares 8,552 Est. Cost $113.25 Unrealized +30.3%
CALF PACER FDS TR 0.5%
Value ($000) $1,218 Shares 30,598 Est. Cost $45.13 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,182 Shares 26,365 Est. Cost $33.29 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,178 Shares 22,643 Est. Cost $50.24 Unrealized
IJT ISHARES TR 0.5%
Value ($000) $1,167 Shares 8,771 Est. Cost $136.60 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $1,159 Shares 5,301 Est. Cost $157.20 Unrealized +2.3%
GLD SPDR GOLD TR 0.4%
Value ($000) $1,124 Shares 3,687 Est. Cost $293.54 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,121 Shares 6,124 Est. Cost $165.00 Unrealized -4.6%
MAGS LISTED FDS TR 0.4%
Value ($000) $1,110 Shares 20,013 Est. Cost $48.42 Unrealized
NOBL PROSHARES TR 0.4%
Value ($000) $1,099 Shares 10,915 Est. Cost $92.10 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,094 Shares 3,746 Est. Cost $249.41 Unrealized +21.7%
URI UNITED RENTALS INC 0.4%
Value ($000) $1,094 Shares 1,452 Est. Cost $522.82 Unrealized +27.3%
SGOL ETFS GOLD TR 0.4%
Value ($000) $1,091 Shares 34,602 Est. Cost $20.75 Unrealized
DE DEERE & CO 0.4%
Value ($000) $1,062 Shares 2,089 Est. Cost $377.64 Unrealized +28.3%
PWR QUANTA SVCS INC 0.4%
Value ($000) $1,029 Shares 2,721 Est. Cost $291.80 Unrealized +9.9%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,004 Shares 4,905 Est. Cost $175.49 Unrealized +5.8%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $980 Shares 4,434 Est. Cost $218.28 Unrealized -3.6%
ILCG ISHARES TR 0.4%
Value ($000) $978 Shares 10,094 Est. Cost $83.49 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $966 Shares 33,073 Est. Cost $25.75 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $947 Shares 8,783 Est. Cost $92.35 Unrealized +13.2%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $945 Shares 3,377 Est. Cost $263.73 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $934 Shares 37,471 Est. Cost $23.64 Unrealized
SMIZ ZACKS TRUST 0.4%
Value ($000) $934 Shares 27,563 Est. Cost $32.35 Unrealized
BOTZ GLOBAL X FDS 0.4%
Value ($000) $934 Shares 28,603 Est. Cost $30.13 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $913 Shares 922 Est. Cost $944.04 Unrealized +4.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $909 Shares 5,949 Est. Cost $152.52 Unrealized -1.1%
IEFA ISHARES TR 0.4%
Value ($000) $909 Shares 10,883 Est. Cost $74.71 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $903 Shares 3,095 Est. Cost $231.88 Unrealized +17.5%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $900 Shares 1,657 Est. Cost $466.58 Unrealized +12.1%
PWV INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $886 Shares 14,265 Est. Cost $48.74 Unrealized
CTAS CINTAS CORP 0.4%
Value ($000) $884 Shares 3,965 Est. Cost $182.09 Unrealized +17.6%
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $849 Shares 1,026 Est. Cost $627.95 Unrealized +8.4%
NOW SERVICENOW INC 0.3%
Value ($000) $842 Shares 819 Est. Cost $179.71 Unrealized +5.0%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $830 Shares 1,504 Est. Cost $289.34 Unrealized
NRG NRG ENERGY INC 0.3%
Value ($000) $807 Shares 5,023 Est. Cost $40.65 Unrealized +222.2%
DES WISDOMTREE TR 0.3%
Value ($000) $801 Shares 25,233 Est. Cost $31.90 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $800 Shares 2,181 Est. Cost $349.65 Unrealized +1.8%
MDT MEDTRONIC PLC 0.3%
Value ($000) $796 Shares 9,136 Est. Cost $78.08 Unrealized +6.9%
AMGN AMGEN INC 0.3%
Value ($000) $788 Shares 2,823 Est. Cost $277.73 Unrealized +0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $787 Shares 24,756 Est. Cost $30.41 Unrealized
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $773 Shares 3,635 Est. Cost $157.08 Unrealized +17.8%
PPA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $766 Shares 5,409 Est. Cost $72.20 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $765 Shares 1,934 Est. Cost $350.03 Unrealized +6.1%
QCOM QUALCOMM INC 0.3%
Value ($000) $731 Shares 4,588 Est. Cost $138.09 Unrealized +5.0%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $715 Shares 7,834 Est. Cost $77.97 Unrealized +6.6%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $698 Shares 6,827 Est. Cost $96.03 Unrealized -9.9%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $691 Shares 1,311 Est. Cost $472.86 Unrealized +5.0%
UNP UNION PAC CORP 0.3%
Value ($000) $685 Shares 2,979 Est. Cost $204.51 Unrealized +6.8%
VGT VANGUARD WORLD FD 0.3%
Value ($000) $681 Shares 1,027 Est. Cost $564.95 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.3%
Value ($000) $675 Shares 2,157 Est. Cost $234.54 Unrealized +0.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.3%
Value ($000) $654 Shares 4,528 Est. Cost $81.89 Unrealized +25.1%
SYY SYSCO CORP 0.3%
Value ($000) $643 Shares 8,488 Est. Cost $72.76 Unrealized -2.3%
IWM ISHARES TR 0.3%
Value ($000) $640 Shares 2,967 Est. Cost $207.07 Unrealized
WMT WALMART INC 0.3%
Value ($000) $638 Shares 6,523 Est. Cost $75.00 Unrealized +26.4%
IHI ISHARES TR 0.3%
Value ($000) $636 Shares 10,153 Est. Cost $57.78 Unrealized
BBH VANECK ETF TRUST 0.3%
Value ($000) $635 Shares 4,140 Est. Cost $153.28 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $631 Shares 5,087 Est. Cost $134.83 Unrealized -23.8%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $615 Shares 2,582 Est. Cost $210.67 Unrealized -2.2%
QTUM ETF SER SOLUTIONS 0.2%
Value ($000) $613 Shares 6,674 Est. Cost $83.19 Unrealized
TRGP TARGA RES CORP 0.2%
Value ($000) $612 Shares 3,517 Est. Cost $177.37 Unrealized -6.7%
MUST COLUMBIA ETF TR I 0.2%
Value ($000) $607 Shares 30,176 Est. Cost $20.53 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $600 Shares 1,067 Est. Cost $389.30 Unrealized +41.7%
RDVY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $576 Shares 9,178 Est. Cost $50.45 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value ($000) $557 Shares 6,620 Est. Cost $69.24 Unrealized +14.0%
ARKB ARK 21SHARES BITCOIN ETF 0.2%
Value ($000) $554 Shares 15,487 Est. Cost $59.88 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $554 Shares 3,704 Est. Cost $108.60 Unrealized +24.4%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $552 Shares 12,750 Est. Cost $38.83 Unrealized +7.7%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $549 Shares 1,715 Est. Cost $298.23 Unrealized +9.8%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $546 Shares 5,243 Est. Cost $82.66 Unrealized +26.1%
NLR VANECK ETF TRUST 0.2%
Value ($000) $545 Shares 4,898 Est. Cost $111.18 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $543 Shares 3,791 Est. Cost $142.18 Unrealized -3.6%
SOXX ISHARES TR 0.2%
Value ($000) $542 Shares 2,272 Est. Cost $289.08 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $519 Shares 4,940 Est. Cost $118.32 Unrealized -13.5%
CSCO CISCO SYS INC 0.2%
Value ($000) $515 Shares 7,423 Est. Cost $57.39 Unrealized +5.2%
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $515 Shares 6,955 Est. Cost $70.03 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $479 Shares 845 Est. Cost $505.46 Unrealized +11.2%
ETN EATON CORP PLC 0.2%
Value ($000) $478 Shares 1,339 Est. Cost $222.94 Unrealized +37.6%
BITO PROSHARES TR 0.2%
Value ($000) $465 Shares 21,623 Est. Cost $22.17 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $463 Shares 3,438 Est. Cost $144.86 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $446 Shares 3,676 Est. Cost $144.42 Unrealized -18.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $424 Shares 916 Est. Cost $449.87 Unrealized +2.0%
TFC TRUIST FINL CORP 0.2%
Value ($000) $424 Shares 9,870 Est. Cost $41.45 Unrealized -8.3%
GOOG ALPHABET INC 0.2%
Value ($000) $423 Shares 2,384 Est. Cost $121.59 Unrealized +35.6%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $420 Shares 1,347 Est. Cost $462.48 Unrealized -18.9%
MCK MCKESSON CORP 0.2%
Value ($000) $419 Shares 572 Est. Cost $553.19 Unrealized +27.2%
FDL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $416 Shares 9,929 Est. Cost $35.92 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $413 Shares 1,463 Est. Cost $242.66 Unrealized +10.5%
RY ROYAL BK CDA 0.2%
Value ($000) $403 Shares 3,064 Est. Cost $116.83 Unrealized +4.7%
SO SOUTHERN CO 0.2%
Value ($000) $399 Shares 4,340 Est. Cost $85.29 Unrealized +3.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $393 Shares 4,384 Est. Cost $101.81 Unrealized -13.5%
ADBE ADOBE INC 0.2%
Value ($000) $393 Shares 1,015 Est. Cost $536.89 Unrealized -28.2%
KO COCA COLA CO 0.2%
Value ($000) $385 Shares 5,442 Est. Cost $65.87 Unrealized +6.0%
EQIX EQUINIX INC 0.2%
Value ($000) $383 Shares 482 Est. Cost $742.51 Unrealized +12.5%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $381 Shares 748 Est. Cost $433.57 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $370 Shares 2,797 Est. Cost $102.72 Unrealized +27.8%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $361 Shares 2,647 Est. Cost $89.31 Unrealized +31.3%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $356 Shares 11,806 Est. Cost $28.13 Unrealized
BUG GLOBAL X FDS 0.1%
Value ($000) $356 Shares 9,589 Est. Cost $37.10 Unrealized
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $342 Shares 2,911 Est. Cost $80.73 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $334 Shares 321 Est. Cost $577.65 Unrealized +78.9%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $327 Shares 2,452 Est. Cost $122.23 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $322 Shares 6,689 Est. Cost $48.64 Unrealized +10.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $309 Shares 6,527 Est. Cost $43.40 Unrealized -4.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $308 Shares 1,218 Est. Cost $195.46 Unrealized
SAP SAP SE 0.1%
Value ($000) $303 Shares 997 Est. Cost $304.10 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $298 Shares 2,234 Est. Cost $119.00 Unrealized -4.6%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $298 Shares 558 Est. Cost $444.87 Unrealized +10.2%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $297 Shares 4,962 Est. Cost $59.62 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $292 Shares 1,133 Est. Cost $218.59 Unrealized 0.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $287 Shares 740 Est. Cost $348.30 Unrealized -5.0%
CAVA CAVA GROUP INC 0.1%
Value ($000) $282 Shares 3,350 Est. Cost $107.04 Unrealized -20.3%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $273 Shares 845 Est. Cost $263.84 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $272 Shares 2,965 Est. Cost $91.73 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $267 Shares 1,430 Est. Cost $186.03 Unrealized -10.8%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $266 Shares 2,846 Est. Cost $82.32 Unrealized 0.0%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $264 Shares 3,104 Est. Cost $82.99 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $261 Shares 2,420 Est. Cost $94.56 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $256 Shares 633 Est. Cost $364.26 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $249 Shares 805 Est. Cost $231.66 Unrealized +22.5%
UNILEVER PLC 0.1%
Value ($000) $245 Shares 4,007 Est. Cost $64.57 Unrealized
KIM KIMCO RLTY CORP 0.1%
Value ($000) $242 Shares 11,522 Est. Cost $20.07 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $239 Shares 1,938 Est. Cost $125.88 Unrealized 0.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $238 Shares 999 Est. Cost $242.76 Unrealized -0.5%
IJK ISHARES TR 0.1%
Value ($000) $236 Shares 2,592 Est. Cost $91.93 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $233 Shares 2,170 Est. Cost $91.59 Unrealized +9.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $229 Shares 1,105 Est. Cost $174.27 Unrealized 0.0%
SNY SANOFI 0.1%
Value ($000) $229 Shares 4,746 Est. Cost $48.31 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $224 Shares 316 Est. Cost $571.74 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $224 Shares 292 Est. Cost $641.84 Unrealized 0.0%
ASH ASHLAND INC 0.1%
Value ($000) $224 Shares 4,446 Est. Cost $49.80 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $217 Shares 958 Est. Cost $226.49 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $210 Shares 519 Est. Cost $570.18 Unrealized -26.9%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $204 Shares 2,836 Est. Cost $71.94 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value ($000) $201 Shares 323 Est. Cost $620.92 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $200 Shares 1,620 Est. Cost $123.58 Unrealized