Pinnacle Financial Partners, Inc. Diversified Active

Location: ATLANTA, GA

CIK: 0002082866 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $13,071,076 (100.0% shares, 0.0% debt)

Holdings (1,076)

New Positions (91)

PNFP PINNACLE FINL PARTNERS INC 2.3%
Value ($000) $301,202 Shares 3,496,730 Est. Cost $97.40 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $9,125 Shares 46,263 Est. Cost $190.39 Unrealized 0.0%
RISR TIDAL TRUST I 0.0%
Value ($000) $3,410 Shares 94,157 Est. Cost $36.22 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $3,234 Shares 145,200 Est. Cost $27.30 Unrealized 0.0%
SUNB SUNBELT RENTALS HOLDINGS INC 0.0%
Value ($000) $2,654 Shares 40,846 Est. Cost $64.98 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $2,179 Shares 9,391 Est. Cost $214.52 Unrealized 0.0%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $2,166 Shares 23,478 Est. Cost $88.87 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $1,972 Shares 34,909 Est. Cost $58.72 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $1,572 Shares 11,467 Est. Cost $140.06 Unrealized 0.0%
XMAG TIDAL TRUST II 0.0%
Value ($000) $1,450 Shares 65,250 Est. Cost $22.22 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $1,449 Shares 12,678 Est. Cost $114.32 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $1,213 Shares 20,428 Est. Cost $43.67 Unrealized 0.0%
WING WINGSTOP INC 0.0%
Value ($000) $1,180 Shares 7,617 Est. Cost $264.51 Unrealized 0.0%
FBNC FIRST BANCORP N C 0.0%
Value ($000) $1,057 Shares 18,754 Est. Cost $58.09 Unrealized 0.0%
BHE BENCHMARK ELECTRS INC 0.0%
Value ($000) $1,018 Shares 18,159 Est. Cost $52.75 Unrealized 0.0%
TEX TEREX CORP NEW 0.0%
Value ($000) $927 Shares 15,683 Est. Cost $62.32 Unrealized 0.0%
GRID FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $923 Shares 5,644 Est. Cost $163.58 Unrealized
COHU COHU INC 0.0%
Value ($000) $873 Shares 28,498 Est. Cost $29.28 Unrealized 0.0%
RYN RAYONIER INC 0.0%
Value ($000) $829 Shares 40,203 Est. Cost $20.63 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $725 Shares 5,011 Est. Cost $132.52 Unrealized 0.0%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $718 Shares 9,608 Est. Cost $74.72 Unrealized
PRSU PURSUIT ATTRACTIONS AND HOSP 0.0%
Value ($000) $713 Shares 19,461 Est. Cost $35.33 Unrealized 0.0%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $680 Shares 63,294 Est. Cost $14.57 Unrealized 0.0%
SNDK SANDISK CORP 0.0%
Value ($000) $642 Shares 1,011 Est. Cost $516.50 Unrealized 0.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $624 Shares 10,391 Est. Cost $63.75 Unrealized 0.0%
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $615 Shares 7,626 Est. Cost $80.59 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $605 Shares 5,464 Est. Cost $110.81 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $566 Shares 936 Est. Cost $613.97 Unrealized 0.0%
RAL RALLIANT CORP 0.0%
Value ($000) $542 Shares 13,032 Est. Cost $49.19 Unrealized 0.0%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $531 Shares 22,410 Est. Cost $25.46 Unrealized 0.0%
BKH BLACK HILLS CORP 0.0%
Value ($000) $522 Shares 7,520 Est. Cost $71.89 Unrealized 0.0%
DDS DILLARDS INC 0.0%
Value ($000) $521 Shares 910 Est. Cost $646.04 Unrealized 0.0%
LGN LEGENCE CORP 0.0%
Value ($000) $504 Shares 8,928 Est. Cost $48.81 Unrealized 0.0%
INCY INCYTE CORP 0.0%
Value ($000) $483 Shares 5,127 Est. Cost $103.13 Unrealized 0.0%
YETI YETI HLDGS INC 0.0%
Value ($000) $473 Shares 12,940 Est. Cost $47.42 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $463 Shares 2,347 Est. Cost $237.12 Unrealized 0.0%
AYI ACUITY INC 0.0%
Value ($000) $461 Shares 1,645 Est. Cost $321.75 Unrealized 0.0%
VBIL VANGUARD INSTL INDEX FD 0.0%
Value ($000) $459 Shares 6,074 Est. Cost $75.65 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $455 Shares 12,282 Est. Cost $35.09 Unrealized 0.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $447 Shares 10,246 Est. Cost $43.66 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $426 Shares 6,580 Est. Cost $64.74 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $413 Shares 5,140 Est. Cost $88.07 Unrealized 0.0%
SHLD GLOBAL X FDS 0.0%
Value ($000) $389 Shares 5,487 Est. Cost $70.85 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $380 Shares 4,075 Est. Cost $95.26 Unrealized 0.0%
VSNT VERSANT MEDIA GROUP INC 0.0%
Value ($000) $374 Shares 10,115 Est. Cost $32.14 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $369 Shares 1,887 Est. Cost $183.08 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $368 Shares 32,011 Est. Cost $11.50 Unrealized
FTMH PUTNAM ETF TRUST 0.0%
Value ($000) $365 Shares 31,654 Est. Cost $11.53 Unrealized
XP XP INC 0.0%
Value ($000) $364 Shares 19,114 Est. Cost $19.34 Unrealized 0.0%
GLRY NORTHERN LTS FD TR IV 0.0%
Value ($000) $341 Shares 9,187 Est. Cost $37.11 Unrealized
CUBE CUBESMART 0.0%
Value ($000) $329 Shares 8,977 Est. Cost $36.65 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $327 Shares 3,204 Est. Cost $83.24 Unrealized 0.0%
EMB ISHARES TR 0.0%
Value ($000) $325 Shares 3,448 Est. Cost $94.16 Unrealized
PRK PARK NATL CORP 0.0%
Value ($000) $322 Shares 1,970 Est. Cost $165.80 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $318 Shares 2,896 Est. Cost $104.65 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $316 Shares 1,060 Est. Cost $367.10 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $309 Shares 5,046 Est. Cost $57.31 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $309 Shares 44,390 Est. Cost $8.03 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value ($000) $303 Shares 3,741 Est. Cost $81.54 Unrealized 0.0%
IFRA ISHARES TR 0.0%
Value ($000) $303 Shares 5,294 Est. Cost $57.22 Unrealized
FUN SIX FLAGS ENTERTAINMENT CORP 0.0%
Value ($000) $301 Shares 16,958 Est. Cost $16.93 Unrealized 0.0%
LDUR PIMCO ETF TR 0.0%
Value ($000) $286 Shares 2,988 Est. Cost $95.86 Unrealized
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $279 Shares 993 Est. Cost $239.60 Unrealized 0.0%
SMLV SPDR SERIES TRUST 0.0%
Value ($000) $270 Shares 1,973 Est. Cost $137.08 Unrealized
FDLS NORTHERN LTS FD TR IV 0.0%
Value ($000) $265 Shares 7,169 Est. Cost $36.94 Unrealized
SBR SABINE RTY TR 0.0%
Value ($000) $264 Shares 3,506 Est. Cost $75.34 Unrealized
BOND PIMCO ETF TR 0.0%
Value ($000) $260 Shares 2,816 Est. Cost $92.30 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $259 Shares 5,397 Est. Cost $48.05 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $254 Shares 11,072 Est. Cost $22.98 Unrealized
REMX VANECK ETF TRUST 0.0%
Value ($000) $247 Shares 2,803 Est. Cost $88.00 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $239 Shares 4,785 Est. Cost $49.99 Unrealized
MFLX FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $239 Shares 14,237 Est. Cost $16.78 Unrealized
SOURCE CAPITAL 0.0%
Value ($000) $233 Shares 5,032 Est. Cost $46.33 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $231 Shares 3,248 Est. Cost $84.45 Unrealized 0.0%
PPG PPG INDS INC 0.0%
Value ($000) $230 Shares 2,149 Est. Cost $116.87 Unrealized 0.0%
MTN VAIL RESORTS INC 0.0%
Value ($000) $223 Shares 1,732 Est. Cost $137.87 Unrealized 0.0%
ISMD NORTHERN LTS FD TR IV 0.0%
Value ($000) $223 Shares 5,568 Est. Cost $39.97 Unrealized
AROC ARCHROCK INC 0.0%
Value ($000) $220 Shares 6,331 Est. Cost $29.24 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $216 Shares 4,637 Est. Cost $43.99 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $212 Shares 2,251 Est. Cost $83.57 Unrealized 0.0%
REAVES UTIL INCOME FD 0.0%
Value ($000) $211 Shares 5,379 Est. Cost $39.28 Unrealized
WWJD NORTHERN LTS FD TR IV 0.0%
Value ($000) $211 Shares 5,643 Est. Cost $37.39 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $209 Shares 2,517 Est. Cost $82.85 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $208 Shares 9,720 Est. Cost $21.42 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $208 Shares 2,171 Est. Cost $95.79 Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $207 Shares 1,760 Est. Cost $99.94 Unrealized 0.0%
MP MP MATERIALS CORP 0.0%
Value ($000) $203 Shares 4,200 Est. Cost $61.74 Unrealized 0.0%
MTZ MASTEC INC 0.0%
Value ($000) $200 Shares 623 Est. Cost $250.19 Unrealized 0.0%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $188 Shares 13,630 Est. Cost $13.76 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $125 Shares 10,914 Est. Cost $11.46 Unrealized
FLYX FLYEXCLUSIVE INC 0.0%
Value ($000) $24 Shares 10,500 Est. Cost $3.23 Unrealized 0.0%

Increased Positions (392)

RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $71,905 (+97.0%) Shares 374,647 (+96.6%) Est. Cost $191.75 Unrealized
SO SOUTHERN CO 1.4%
Value ($000) $185,701 (+20.4%) Shares 1,923,892 (+8.8%) Est. Cost $90.78 Unrealized -1.4%
FSCC FEDERATED HERMES ETF TRUST 0.2%
Value ($000) $27,474 (+163.1%) Shares 925,365 (+165.9%) Est. Cost $29.81 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.9%
Value ($000) $253,606 (+5.7%) Shares 3,957,635 (+3.1%) Est. Cost $62.52 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $56,836 (-17.1%) Shares 187,889 (+1.3%) Est. Cost $356.96 Unrealized -0.2%
CAT CATERPILLAR INC 0.3%
Value ($000) $40,931 (+29.3%) Shares 57,757 (+4.5%) Est. Cost $561.09 Unrealized +22.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $44,142 (-15.4%) Shares 182,097 (+3.4%) Est. Cost $298.29 Unrealized -4.8%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $96,539 (-7.5%) Shares 220,969 (+3.4%) Est. Cost $486.32 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.3%
Value ($000) $34,573 (+27.3%) Shares 31,621 (+5.5%) Est. Cost $968.24 Unrealized +14.1%
TLH ISHARES TR 0.2%
Value ($000) $20,194 (+50.3%) Shares 200,496 (+51.7%) Est. Cost $101.35 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $32,132 (+26.0%) Shares 245,387 (+12.7%) Est. Cost $121.49 Unrealized -0.5%
GLW CORNING INC 0.1%
Value ($000) $16,955 (+59.3%) Shares 124,689 (+2.6%) Est. Cost $86.63 Unrealized +28.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $25,570 (+32.7%) Shares 113,123 (+14.5%) Est. Cost $198.95 Unrealized +13.6%
LIN LINDE PLC 0.2%
Value ($000) $27,143 (+27.2%) Shares 54,749 (+9.4%) Est. Cost $430.08 Unrealized +7.0%
SPSB SPDR SERIES TRUST 0.2%
Value ($000) $20,108 (+37.2%) Shares 668,703 (+37.8%) Est. Cost $30.16 Unrealized
INTU INTUIT 0.1%
Value ($000) $10,857 (-32.9%) Shares 25,110 (+2.8%) Est. Cost $656.26 Unrealized -24.2%
IEFA ISHARES TR 0.3%
Value ($000) $34,163 (+18.2%) Shares 377,333 (+16.8%) Est. Cost $89.62 Unrealized
BRTR BLACKROCK ETF TRUST II 0.2%
Value ($000) $28,445 (+22.2%) Shares 566,750 (+23.6%) Est. Cost $50.66 Unrealized
AFL AFLAC INC 1.0%
Value ($000) $126,224 (+4.2%) Shares 1,150,524 (+4.8%) Est. Cost $109.90 Unrealized +1.2%
IEMG ISHARES INC 0.2%
Value ($000) $23,623 (+24.9%) Shares 338,668 (+20.4%) Est. Cost $67.65 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $87,943 (-5.0%) Shares 284,119 (+6.2%) Est. Cost $355.67 Unrealized -6.0%
VXUS VANGUARD STAR FDS 0.2%
Value ($000) $30,404 (+18.0%) Shares 394,293 (+15.4%) Est. Cost $75.66 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $7,162 (+171.0%) Shares 59,085 (+118.6%) Est. Cost $101.16 Unrealized +7.9%
BE BLOOM ENERGY CORP 0.1%
Value ($000) $7,959 (+129.5%) Shares 58,746 (+47.2%) Est. Cost $117.76 Unrealized +22.8%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $15,418 (+40.4%) Shares 205,295 (+37.5%) Est. Cost $73.98 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $16,462 (+36.4%) Shares 48,155 (+2.5%) Est. Cost $241.64 Unrealized +35.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $44,022 (+11.1%) Shares 141,637 (+9.2%) Est. Cost $306.12 Unrealized +3.6%
SPTS SPDR SERIES TRUST 0.1%
Value ($000) $12,902 (+51.4%) Shares 442,123 (+51.9%) Est. Cost $29.25 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $9,559 (+82.2%) Shares 224,599 (+68.9%) Est. Cost $40.72 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $12,951 (+46.4%) Shares 211,367 (+6.8%) Est. Cost $45.78 Unrealized
LVHI LEGG MASON ETF INVT 0.2%
Value ($000) $23,679 (+20.8%) Shares 584,084 (+9.8%) Est. Cost $37.15 Unrealized
IWB ISHARES TR 1.7%
Value ($000) $217,396 (-1.8%) Shares 609,704 (+2.8%) Est. Cost $372.98 Unrealized
TBIL RBB FD INC 0.1%
Value ($000) $13,857 (+38.2%) Shares 277,897 (+38.3%) Est. Cost $49.88 Unrealized
APA APA CORPORATION 0.1%
Value ($000) $7,285 (+102.6%) Shares 171,638 (+16.8%) Est. Cost $24.46 Unrealized +8.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $3,978 (+840.7%) Shares 254,171 (+943.1%) Est. Cost $17.74 Unrealized +0.9%
BAC BANK AMERICA CORP 0.2%
Value ($000) $29,333 (-10.0%) Shares 601,671 (+1.5%) Est. Cost $52.68 Unrealized +1.9%
BX BLACKSTONE INC 0.1%
Value ($000) $10,137 (-24.3%) Shares 88,147 (+1.4%) Est. Cost $151.31 Unrealized -6.9%
UNP UNION PAC CORP 0.3%
Value ($000) $41,757 (+8.3%) Shares 172,106 (+3.3%) Est. Cost $227.82 Unrealized +6.8%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $10,918 (-22.2%) Shares 97,987 (+1.1%) Est. Cost $132.58 Unrealized +0.6%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $18,783 (+19.7%) Shares 143,287 (+5.3%) Est. Cost $117.84 Unrealized +2.3%
TJX TJX COS INC NEW 0.4%
Value ($000) $55,892 (+5.8%) Shares 349,973 (+1.8%) Est. Cost $147.81 Unrealized +4.3%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $26,273 (+13.0%) Shares 61,768 (+38.9%) Est. Cost $491.70 Unrealized -1.3%
PSX PHILLIPS 66 0.1%
Value ($000) $6,659 (+82.2%) Shares 36,547 (+29.1%) Est. Cost $136.96 Unrealized +7.4%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $5,020 (+148.1%) Shares 100,510 (+145.6%) Est. Cost $49.75 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $20,703 (+16.9%) Shares 222,884 (+1.0%) Est. Cost $82.55 Unrealized +5.6%
BINC BLACKROCK ETF TRUST II 0.6%
Value ($000) $79,664 (+3.8%) Shares 1,534,057 (+5.5%) Est. Cost $52.73 Unrealized
GVI ISHARES TR 0.5%
Value ($000) $65,298 (+4.7%) Shares 612,088 (+5.4%) Est. Cost $107.32 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $11,675 (-19.9%) Shares 2,773 (+1.9%) Est. Cost $5131.29 Unrealized -6.8%
CME CME GROUP INC 0.3%
Value ($000) $33,277 (+9.5%) Shares 112,667 (+1.2%) Est. Cost $270.97 Unrealized +6.8%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $13,095 (+27.9%) Shares 41,157 (+9.0%) Est. Cost $256.04 Unrealized +23.5%
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $3,659 (+333.8%) Shares 74,887 (+336.3%) Est. Cost $48.92 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $16,395 (+20.3%) Shares 165,521 (+3.2%) Est. Cost $87.26 Unrealized -7.1%
IVV ISHARES TR 0.5%
Value ($000) $67,984 (+4.1%) Shares 104,052 (+9.2%) Est. Cost $682.46 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $7,066 (+58.5%) Shares 106,877 (+6.3%) Est. Cost $42.83 Unrealized +21.0%
KLAC KLA CORP 0.1%
Value ($000) $11,113 (+30.6%) Shares 7,546 (+7.8%) Est. Cost $1192.90 Unrealized +22.6%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $9,807 (-21.0%) Shares 156,289 (+20.1%) Est. Cost $96.00 Unrealized -10.6%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $10,964 (+30.3%) Shares 113,637 (+36.3%) Est. Cost $106.99 Unrealized -3.6%
IJR ISHARES TR 0.4%
Value ($000) $49,597 (+5.3%) Shares 398,964 (+1.8%) Est. Cost $120.26 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $9,855 (+33.6%) Shares 113,724 (+48.1%) Est. Cost $97.91 Unrealized +1.6%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $17,934 (+16.0%) Shares 354,304 (+15.9%) Est. Cost $50.60 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.2%
Value ($000) $29,326 (+9.0%) Shares 47,547 (+6.6%) Est. Cost $604.13 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $16,582 (+16.8%) Shares 590,527 (+3.6%) Est. Cost $25.07 Unrealized +4.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $6,144 (+62.4%) Shares 46,534 (+15.2%) Est. Cost $91.68 Unrealized +12.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $14,444 (+19.5%) Shares 174,543 (+21.0%) Est. Cost $83.58 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $30,588 (+8.2%) Shares 488,771 (+4.1%) Est. Cost $60.28 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3,239 (+248.0%) Shares 71,486 (+284.3%) Est. Cost $52.99 Unrealized -0.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $47,368 (+5.1%) Shares 98,847 (+10.2%) Est. Cost $497.16 Unrealized -0.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $17,966 (+14.3%) Shares 296,229 (+1.7%) Est. Cost $47.69 Unrealized +20.4%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $11,349 (+24.5%) Shares 57,834 (+21.2%) Est. Cost $191.94 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $13,142 (+20.3%) Shares 283,243 (+4.0%) Est. Cost $42.11 Unrealized +5.1%
ENB ENBRIDGE INC 0.1%
Value ($000) $16,650 (+14.6%) Shares 307,532 (+1.2%) Est. Cost $47.13 Unrealized +3.1%
RBC RBC BEARINGS INC 0.1%
Value ($000) $11,058 (+23.1%) Shares 20,360 (+1.7%) Est. Cost $425.02 Unrealized +21.8%
IJH ISHARES TR 0.3%
Value ($000) $39,116 (+5.4%) Shares 579,233 (+3.0%) Est. Cost $66.05 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $10,111 (+24.4%) Shares 178,030 (+19.8%) Est. Cost $55.06 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $6,432 (+43.2%) Shares 7,368 (+7.2%) Est. Cost $617.63 Unrealized +19.3%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $5,424 (+54.1%) Shares 25,385 (+23.4%) Est. Cost $168.77 Unrealized +33.9%
IWS ISHARES TR 0.2%
Value ($000) $22,270 (+9.2%) Shares 152,784 (+5.7%) Est. Cost $141.32 Unrealized
CB CHUBB LTD SWITZ 0.2%
Value ($000) $20,736 (+9.5%) Shares 63,616 (+4.9%) Est. Cost $293.51 Unrealized +7.7%
C CITIGROUP INC 0.2%
Value ($000) $21,266 (+9.1%) Shares 187,506 (+12.3%) Est. Cost $105.01 Unrealized +10.6%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $26,826 (+7.1%) Shares 181,131 (+3.7%) Est. Cost $143.69 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $9,491 (+22.9%) Shares 309,336 (+9.8%) Est. Cost $27.72 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $58,852 (+3.1%) Shares 592,828 (+3.7%) Est. Cost $99.86 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $31,675 (+5.9%) Shares 137,834 (+1.2%) Est. Cost $212.72 Unrealized +6.3%
JFLX J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $40,282 (+4.5%) Shares 810,984 (+5.6%) Est. Cost $50.19 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $28,811 (+6.2%) Shares 533,020 (+5.6%) Est. Cost $53.78 Unrealized
SKOR FLEXSHARES TR 0.1%
Value ($000) $6,872 (+31.5%) Shares 141,346 (+32.8%) Est. Cost $49.00 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $4,647 (+54.4%) Shares 88,267 (+37.9%) Est. Cost $48.57 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $18,774 (+9.3%) Shares 120,885 (+1.0%) Est. Cost $146.00 Unrealized +6.0%
SLB SLB LIMITED 0.0%
Value ($000) $5,210 (+43.5%) Shares 101,369 (+7.2%) Est. Cost $36.88 Unrealized +31.0%
TW TRADEWEB MKTS INC 0.1%
Value ($000) $7,053 (+26.8%) Shares 59,945 (+15.9%) Est. Cost $107.62 Unrealized +1.6%
RYAN RYAN SPECIALTY HOLDINGS INC 0.0%
Value ($000) $3,660 (-28.4%) Shares 108,475 (+9.6%) Est. Cost $54.13 Unrealized -13.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $5,540 (+35.4%) Shares 40,047 (+38.1%) Est. Cost $140.33 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $33,057 (+4.6%) Shares 199,925 (+1.4%) Est. Cost $153.89 Unrealized +14.3%
VSDA VICTORY PORTFOLIOS II 0.2%
Value ($000) $31,160 (+4.8%) Shares 571,726 (+1.5%) Est. Cost $52.81 Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value ($000) $4,827 (+40.8%) Shares 82,108 (+21.7%) Est. Cost $46.49 Unrealized +31.5%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $15,840 (+9.6%) Shares 215,097 (+10.2%) Est. Cost $74.03 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $5,838 (+30.9%) Shares 51,958 (+7.7%) Est. Cost $94.75 Unrealized +2.8%
TTE TOTALENERGIES SE 0.0%
Value ($000) $4,158 (+49.4%) Shares 45,702 (+7.4%) Est. Cost $63.81 Unrealized +12.1%
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $3,420 (+62.7%) Shares 565,347 (+92.6%) Est. Cost $6.62 Unrealized -8.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $9,624 (-10.8%) Shares 120,878 (+4.4%) Est. Cost $86.77 Unrealized +3.8%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $3,343 (+49.5%) Shares 19,313 (+8.8%) Est. Cost $129.79 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $5,269 (+26.5%) Shares 157,123 (+3.7%) Est. Cost $27.01 Unrealized +10.1%
EXC EXELON CORP 0.0%
Value ($000) $1,688 (+178.9%) Shares 34,427 (+148.0%) Est. Cost $45.27 Unrealized -0.3%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $7,807 (+16.0%) Shares 33,877 (+3.2%) Est. Cost $199.86 Unrealized +13.3%
CTAS CINTAS CORP 0.1%
Value ($000) $12,726 (-7.7%) Shares 75,237 (+2.6%) Est. Cost $188.26 Unrealized +2.7%
CSCO CISCO SYS INC 0.3%
Value ($000) $42,367 (+2.5%) Shares 546,006 (+1.8%) Est. Cost $73.87 Unrealized +5.5%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $1,322 (+354.7%) Shares 6,744 (+302.6%) Est. Cost $188.46 Unrealized +1.1%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $2,026 (+103.3%) Shares 30,469 (+112.2%) Est. Cost $66.36 Unrealized +5.3%
KRYS KRYSTAL BIOTECH INC 0.0%
Value ($000) $5,213 (+24.5%) Shares 20,180 (+18.8%) Est. Cost $220.28 Unrealized +23.7%
MEDI HARBOR ETF TRUST 0.0%
Value ($000) $3,501 (+39.6%) Shares 119,398 (+49.7%) Est. Cost $30.75 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $4,188 (+30.7%) Shares 46,740 (+22.9%) Est. Cost $85.84 Unrealized +9.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $4,099 (+31.2%) Shares 26,363 (+27.6%) Est. Cost $149.76 Unrealized +5.1%
GE GE AEROSPACE 0.1%
Value ($000) $10,870 (+9.8%) Shares 38,303 (+19.2%) Est. Cost $303.60 Unrealized +4.8%
HYDB ISHARES TR 0.0%
Value ($000) $3,598 (+36.2%) Shares 77,334 (+38.6%) Est. Cost $47.12 Unrealized
AVLV AMERICAN CENTY ETF TR 0.1%
Value ($000) $8,814 (+12.0%) Shares 109,299 (+5.3%) Est. Cost $76.05 Unrealized
WINN HARBOR ETF TRUST 0.1%
Value ($000) $11,710 (-7.5%) Shares 422,301 (+3.8%) Est. Cost $30.98 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $8,170 (+13.0%) Shares 241,917 (+14.6%) Est. Cost $34.20 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $13,405 (+7.5%) Shares 24,914 (+2.0%) Est. Cost $468.42 Unrealized +22.9%
QGRO AMERICAN CENTY ETF TR 0.2%
Value ($000) $30,500 (-2.9%) Shares 290,201 (+5.8%) Est. Cost $114.08 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,159 (+74.8%) Shares 63,759 (+68.1%) Est. Cost $33.09 Unrealized
GPC GENUINE PARTS CO 0.2%
Value ($000) $22,980 (-3.8%) Shares 217,295 (+11.8%) Est. Cost $129.20 Unrealized +3.3%
DOW DOW HLDGS INC 0.0%
Value ($000) $1,652 (+118.6%) Shares 39,659 (+22.7%) Est. Cost $23.94 Unrealized +21.3%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $17,425 (+5.3%) Shares 185,403 (+12.0%) Est. Cost $95.31 Unrealized +5.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,946 (+79.1%) Shares 12,028 (+71.8%) Est. Cost $157.95 Unrealized
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $4,387 (+24.2%) Shares 21,451 (+5.0%) Est. Cost $188.16 Unrealized +7.9%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $11,489 (+8.0%) Shares 43,060 (+1.6%) Est. Cost $265.23 Unrealized +2.2%
TLT ISHARES TR 0.1%
Value ($000) $18,650 (+4.6%) Shares 215,134 (+5.2%) Est. Cost $87.14 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $13,217 (+6.6%) Shares 111,411 (+4.3%) Est. Cost $110.90 Unrealized +8.3%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $8,225 (+11.1%) Shares 138,099 (+11.8%) Est. Cost $59.90 Unrealized
IYE ISHARES TR 0.0%
Value ($000) $2,929 (+38.0%) Shares 45,215 (+1.3%) Est. Cost $47.75 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value ($000) $4,370 (+22.2%) Shares 44,413 (+23.2%) Est. Cost $95.97 Unrealized +14.5%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value ($000) $1,052 (+272.8%) Shares 59,700 (+416.3%) Est. Cost $22.90 Unrealized -0.2%
GOVT ISHARES TR 0.1%
Value ($000) $6,924 (+12.3%) Shares 302,238 (+12.8%) Est. Cost $23.01 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $2,587 (+39.1%) Shares 50,779 (+38.9%) Est. Cost $50.89 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2,632 (+37.0%) Shares 41,970 (+56.2%) Est. Cost $68.34 Unrealized
SDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $7,241 (+10.5%) Shares 183,618 (+7.4%) Est. Cost $38.40 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $1,524 (+80.9%) Shares 11,443 (+68.7%) Est. Cost $127.89 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $878 (+291.3%) Shares 3,246 (+149.3%) Est. Cost $211.25 Unrealized +18.9%
TMUS T-MOBILE US INC 0.1%
Value ($000) $13,628 (+5.0%) Shares 64,884 (+1.5%) Est. Cost $211.16 Unrealized -5.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $10,917 (+6.2%) Shares 113,259 (+25.4%) Est. Cost $109.51 Unrealized -0.1%
EFV ISHARES TR 0.1%
Value ($000) $7,446 (+9.4%) Shares 100,149 (+5.1%) Est. Cost $71.55 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $6,815 (+10.3%) Shares 169,962 (+7.3%) Est. Cost $39.09 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value ($000) $2,286 (+38.0%) Shares 10,295 (+6.5%) Est. Cost $162.51 Unrealized +36.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $3,786 (-14.1%) Shares 25,881 (+4.4%) Est. Cost $179.90 Unrealized -14.3%
EME EMCOR GROUP INC 0.0%
Value ($000) $2,098 (+41.6%) Shares 2,841 (+17.3%) Est. Cost $659.20 Unrealized +10.2%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $11,011 (-5.0%) Shares 15,761 (+2.6%) Est. Cost $753.30 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1,168 (+99.4%) Shares 2,946 (+136.2%) Est. Cost $460.06 Unrealized +2.5%
CSNR COHEN & STEERS ETF TRUST 0.0%
Value ($000) $1,233 (+86.2%) Shares 32,806 (+53.0%) Est. Cost $33.21 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $12,262 (+4.9%) Shares 154,692 (+5.5%) Est. Cost $79.71 Unrealized
NICE NICE LTD 0.0%
Value ($000) $1,900 (+41.8%) Shares 17,231 (+45.4%) Est. Cost $112.17 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $2,261 (+32.4%) Shares 27,012 (+6.0%) Est. Cost $65.01 Unrealized +11.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $2,824 (-16.2%) Shares 30,660 (+2.1%) Est. Cost $116.24 Unrealized -12.3%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $3,489 (+18.3%) Shares 69,260 (+18.8%) Est. Cost $50.55 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3,341 (+19.2%) Shares 23,973 (+5.0%) Est. Cost $121.71 Unrealized +13.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $3,406 (-13.6%) Shares 15,725 (+3.2%) Est. Cost $263.48 Unrealized -8.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $4,698 (+12.7%) Shares 75,988 (+6.8%) Est. Cost $59.88 Unrealized +2.9%
VEEV VEEVA SYS INC 0.0%
Value ($000) $2,192 (-19.3%) Shares 12,476 (+2.5%) Est. Cost $263.85 Unrealized -22.7%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $6,672 (+8.5%) Shares 93,796 (+6.3%) Est. Cost $69.76 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $860 (+151.2%) Shares 7,449 (+138.2%) Est. Cost $113.85 Unrealized +8.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $10,537 (+5.2%) Shares 53,135 (+42.3%) Est. Cost $253.81 Unrealized -0.2%
EMXC ISHARES INC 0.0%
Value ($000) $1,493 (+52.9%) Shares 18,980 (+41.3%) Est. Cost $74.43 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $4,970 (-9.4%) Shares 17,792 (+14.6%) Est. Cost $355.30 Unrealized -15.2%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $2,670 (+23.6%) Shares 13,249 (+6.8%) Est. Cost $180.18 Unrealized +4.7%
QLYS QUALYS INC 0.0%
Value ($000) $2,639 (-16.1%) Shares 30,042 (+26.9%) Est. Cost $133.98 Unrealized -10.0%
NUE NUCOR CORP 0.0%
Value ($000) $4,091 (+14.1%) Shares 24,194 (+10.1%) Est. Cost $152.40 Unrealized +17.1%
HYGV FLEXSHARES TR 0.1%
Value ($000) $6,735 (+8.0%) Shares 168,115 (+9.9%) Est. Cost $40.67 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $3,034 (+19.7%) Shares 6,992 (+5.8%) Est. Cost $401.61 Unrealized +3.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $775 (+180.4%) Shares 2,745 (+101.8%) Est. Cost $207.10 Unrealized +10.2%
HURN HURON CONSULTING GROUP INC 0.0%
Value ($000) $3,112 (-13.8%) Shares 24,411 (+17.0%) Est. Cost $163.29 Unrealized -1.5%
MLPX GLOBAL X FDS 0.0%
Value ($000) $703 (+234.5%) Shares 9,507 (+173.9%) Est. Cost $69.05 Unrealized
NPO ENPRO INC 0.0%
Value ($000) $2,540 (+23.5%) Shares 10,135 (+5.5%) Est. Cost $222.65 Unrealized +12.1%
MUNI PIMCO ETF TR 0.0%
Value ($000) $682 (+229.2%) Shares 13,062 (+230.6%) Est. Cost $52.26 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $10,200 (+4.8%) Shares 48,264 (+1.9%) Est. Cost $188.24 Unrealized +14.4%
SDY SPDR SERIES TRUST 0.1%
Value ($000) $7,687 (+6.4%) Shares 52,658 (+1.5%) Est. Cost $139.29 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $1,236 (+58.0%) Shares 16,154 (+65.6%) Est. Cost $78.77 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $4,256 (+11.6%) Shares 161,825 (+12.4%) Est. Cost $26.45 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1,955 (+29.2%) Shares 19,023 (+24.3%) Est. Cost $97.31 Unrealized +4.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $1,887 (+29.9%) Shares 18,199 (+26.3%) Est. Cost $109.55 Unrealized +4.4%
URA GLOBAL X FDS 0.0%
Value ($000) $1,238 (+52.8%) Shares 25,562 (+34.8%) Est. Cost $44.20 Unrealized
VST VISTRA CORP 0.0%
Value ($000) $839 (+102.4%) Shares 5,581 (+117.2%) Est. Cost $171.81 Unrealized -5.0%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $9,800 (+4.5%) Shares 115,504 (+1.4%) Est. Cost $82.36 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $14,726 (+2.9%) Shares 112,396 (+4.3%) Est. Cost $133.03 Unrealized +11.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $1,101 (+56.4%) Shares 28,242 (+13.3%) Est. Cost $27.14 Unrealized +23.6%
APH AMPHENOL CORP 0.1%
Value ($000) $11,347 (-3.4%) Shares 89,801 (+3.4%) Est. Cost $133.96 Unrealized +9.3%
PICK ISHARES INC 0.0%
Value ($000) $3,764 (+11.7%) Shares 66,517 (+1.3%) Est. Cost $51.41 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $930 (+72.9%) Shares 11,623 (+128.3%) Est. Cost $91.28 Unrealized
VSTM VERASTEM INC 0.0%
Value ($000) $2,625 (-12.9%) Shares 495,266 (+26.8%) Est. Cost $8.40 Unrealized -22.9%
DGRO ISHARES TR 0.0%
Value ($000) $3,401 (+12.8%) Shares 48,448 (+11.6%) Est. Cost $69.53 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $21,532 (+1.8%) Shares 25,441 (+5.8%) Est. Cost $819.85 Unrealized +13.8%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3,371 (+12.6%) Shares 36,329 (+12.3%) Est. Cost $92.57 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $2,060 (+22.3%) Shares 5,369 (+14.9%) Est. Cost $363.40 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,840 (+15.1%) Shares 78,946 (+16.5%) Est. Cost $36.33 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $611 (+155.7%) Shares 16,428 (+151.4%) Est. Cost $36.97 Unrealized
AGYS AGILYSYS INC 0.0%
Value ($000) $1,317 (-21.8%) Shares 18,519 (+30.6%) Est. Cost $114.67 Unrealized -16.2%
BMI BADGER METER INC 0.0%
Value ($000) $826 (+79.5%) Shares 5,422 (+105.5%) Est. Cost $170.54 Unrealized -5.1%
FLCB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $612 (+147.4%) Shares 28,456 (+149.0%) Est. Cost $21.54 Unrealized
AIT APPLIED INDL TECHNOLOGIES IN 0.0%
Value ($000) $1,766 (+25.7%) Shares 6,655 (+21.7%) Est. Cost $258.79 Unrealized +6.5%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $2,223 (+19.3%) Shares 12,334 (+2.5%) Est. Cost $162.94 Unrealized -4.9%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $4,629 (-6.8%) Shares 29,287 (+7.6%) Est. Cost $166.88 Unrealized +5.1%
CDW CDW CORP 0.0%
Value ($000) $758 (+80.3%) Shares 6,263 (+102.9%) Est. Cost $138.38 Unrealized -6.1%
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $4,660 (+7.7%) Shares 57,627 (+1.8%) Est. Cost $76.45 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $673 (+96.8%) Shares 10,354 (+24.5%) Est. Cost $42.31 Unrealized +7.4%
STT STATE STR CORP 0.0%
Value ($000) $5,574 (+6.2%) Shares 44,041 (+8.3%) Est. Cost $119.83 Unrealized +8.7%
IJK ISHARES TR 0.0%
Value ($000) $4,162 (+8.5%) Shares 41,360 (+4.5%) Est. Cost $97.06 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $1,232 (+35.3%) Shares 26,980 (+31.7%) Est. Cost $44.71 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $5,557 (+6.0%) Shares 52,348 (+6.9%) Est. Cost $107.05 Unrealized
DXJ WISDOMTREE TR 0.0%
Value ($000) $814 (+61.7%) Shares 5,131 (+47.0%) Est. Cost $148.80 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,767 (+8.9%) Shares 98,447 (+2.6%) Est. Cost $36.12 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $9,521 (-3.1%) Shares 80,546 (+3.2%) Est. Cost $130.13 Unrealized -3.2%
ITA ISHARES TR 0.0%
Value ($000) $949 (+46.0%) Shares 4,336 (+43.3%) Est. Cost $216.17 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $2,211 (+15.6%) Shares 15,670 (+4.7%) Est. Cost $115.16 Unrealized +21.2%
HSY HERSHEY CO 0.0%
Value ($000) $574 (+107.6%) Shares 2,760 (+81.8%) Est. Cost $192.29 Unrealized +6.5%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $1,323 (-18.2%) Shares 34,428 (+5.7%) Est. Cost $49.04 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $8,114 (-3.5%) Shares 25,509 (+4.1%) Est. Cost $342.00 Unrealized
CNQ CANADIAN NAT RES LTD MED TER 0.0%
Value ($000) $802 (+57.6%) Shares 16,446 (+9.5%) Est. Cost $32.84 Unrealized +13.3%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $3,197 (-8.3%) Shares 2,535 (+1.4%) Est. Cost $1396.70 Unrealized +1.2%
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $779 (+58.8%) Shares 4,158 (+19.0%) Est. Cost $148.48 Unrealized +21.9%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $588 (+95.6%) Shares 2,344 (+26.4%) Est. Cost $179.07 Unrealized +11.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $1,289 (-18.0%) Shares 35,073 (+13.6%) Est. Cost $49.19 Unrealized
MINT PIMCO ETF TR 0.0%
Value ($000) $3,316 (+9.1%) Shares 32,962 (+8.8%) Est. Cost $100.40 Unrealized
ICSH ISHARES TR 0.1%
Value ($000) $10,048 (+2.8%) Shares 198,485 (+2.7%) Est. Cost $50.58 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1,269 (+27.7%) Shares 17,454 (+1.0%) Est. Cost $59.54 Unrealized +10.2%
PCOR PROCORE TECHNOLOGIES INC 0.0%
Value ($000) $1,113 (-19.8%) Shares 19,518 (+2.3%) Est. Cost $73.65 Unrealized -18.2%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $6,674 (+4.3%) Shares 111,631 (+4.6%) Est. Cost $59.93 Unrealized
GCOW PACER FDS TR 0.0%
Value ($000) $1,158 (+30.8%) Shares 25,044 (+16.6%) Est. Cost $41.94 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $25,598 (-1.0%) Shares 155,538 (+6.7%) Est. Cost $167.31 Unrealized +7.4%
IJJ ISHARES TR 0.1%
Value ($000) $7,552 (+3.6%) Shares 56,983 (+2.9%) Est. Cost $131.64 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $992 (+36.1%) Shares 20,535 (+31.9%) Est. Cost $47.22 Unrealized
ETHE GRAYSCALE ETHEREUM STAKING E 0.0%
Value ($000) $667 (-28.1%) Shares 39,072 (+2.7%) Est. Cost $24.18 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $1,190 (+27.3%) Shares 12,297 (+39.7%) Est. Cost $112.07 Unrealized -8.2%
DEO DIAGEO PLC 0.0%
Value ($000) $1,859 (-12.0%) Shares 24,968 (+2.0%) Est. Cost $86.04 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $2,926 (+9.4%) Shares 15,866 (+5.3%) Est. Cost $177.90 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $13,662 (+1.8%) Shares 122,668 (+4.2%) Est. Cost $113.82 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $5,326 (+4.8%) Shares 209,034 (+4.8%) Est. Cost $25.48 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $672 (+53.7%) Shares 12,799 (+62.8%) Est. Cost $54.38 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $1,839 (+14.5%) Shares 25,676 (+8.1%) Est. Cost $67.94 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.0%
Value ($000) $433 (+113.3%) Shares 15,420 (+92.8%) Est. Cost $31.57 Unrealized -0.5%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3,695 (+6.6%) Shares 59,166 (+1.7%) Est. Cost $59.59 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $4,292 (+5.6%) Shares 73,765 (+10.4%) Est. Cost $60.56 Unrealized
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $918 (-20.0%) Shares 10,011 (+2.0%) Est. Cost $129.05 Unrealized -7.9%
DON WISDOMTREE TR 0.0%
Value ($000) $429 (+114.1%) Shares 8,157 (+110.3%) Est. Cost $52.11 Unrealized
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $1,240 (+22.4%) Shares 24,395 (+23.0%) Est. Cost $51.06 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $1,056 (+27.3%) Shares 42,264 (+29.1%) Est. Cost $25.24 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4,306 (+5.5%) Shares 88,382 (+6.4%) Est. Cost $49.13 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,464 (+17.8%) Shares 6,159 (+25.4%) Est. Cost $250.00 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $1,115 (+24.3%) Shares 21,771 (+25.6%) Est. Cost $51.66 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $651 (+49.8%) Shares 19,596 (+63.3%) Est. Cost $35.06 Unrealized
GFF GRIFFON CORP 0.0%
Value ($000) $998 (+27.7%) Shares 13,726 (+29.4%) Est. Cost $76.66 Unrealized +10.9%
MCK MCKESSON CORP 0.0%
Value ($000) $3,236 (+7.0%) Shares 3,739 (+1.5%) Est. Cost $816.44 Unrealized +7.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $18,352 (-1.1%) Shares 116,680 (+1.8%) Est. Cost $156.36 Unrealized +5.5%
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,312 (+18.9%) Shares 52,973 (+20.8%) Est. Cost $25.11 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $601 (+52.7%) Shares 5,480 (+11.0%) Est. Cost $82.64 Unrealized
VCYT VERACYTE INC 0.0%
Value ($000) $1,057 (-16.3%) Shares 32,804 (+9.4%) Est. Cost $40.23 Unrealized -2.2%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $853 (+30.9%) Shares 31,069 (+37.4%) Est. Cost $24.70 Unrealized +14.3%
TER TERADYNE INC 0.0%
Value ($000) $529 (+60.4%) Shares 1,784 (+4.8%) Est. Cost $175.79 Unrealized +51.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,703 (+12.9%) Shares 30,661 (+18.2%) Est. Cost $57.74 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,082 (+21.1%) Shares 9,559 (+6.3%) Est. Cost $99.18 Unrealized +6.2%
ISPY PROSHARES TR 0.0%
Value ($000) $948 (+24.7%) Shares 21,857 (+31.3%) Est. Cost $45.09 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3,010 (+6.5%) Shares 45,079 (+2.7%) Est. Cost $64.45 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5,399 (-3.2%) Shares 36,813 (+2.2%) Est. Cost $154.68 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1,109 (+18.3%) Shares 7,391 (+8.8%) Est. Cost $138.39 Unrealized +12.7%
IAI ISHARES TR 0.0%
Value ($000) $1,579 (+11.9%) Shares 9,613 (+22.2%) Est. Cost $176.69 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $3,596 (+4.9%) Shares 44,000 (+1.9%) Est. Cost $82.88 Unrealized -3.5%
BA BOEING CO 0.0%
Value ($000) $6,497 (+2.6%) Shares 32,638 (+11.9%) Est. Cost $209.17 Unrealized +14.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $8,585 (+1.9%) Shares 19,226 (+3.4%) Est. Cost $432.24 Unrealized +8.2%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $1,314 (+13.5%) Shares 7,111 (+3.0%) Est. Cost $172.28 Unrealized -0.5%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $9,304 (+1.7%) Shares 101,483 (+1.4%) Est. Cost $91.43 Unrealized
USB US BANCORP 0.0%
Value ($000) $6,237 (+2.5%) Shares 119,912 (+5.1%) Est. Cost $49.11 Unrealized +15.3%
SSD SIMPSON MFG INC 0.0%
Value ($000) $1,011 (+16.8%) Shares 5,889 (+9.9%) Est. Cost $170.44 Unrealized +10.1%
FISV FISERV INC 0.0%
Value ($000) $1,896 (+8.3%) Shares 33,973 (+30.3%) Est. Cost $79.23 Unrealized -19.3%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $942 (+17.3%) Shares 9,745 (+14.3%) Est. Cost $94.49 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $310 (-30.0%) Shares 16,472 (+1.0%) Est. Cost $26.82 Unrealized -9.0%
WELL WELLTOWER INC 0.0%
Value ($000) $1,588 (+9.0%) Shares 8,027 (+2.4%) Est. Cost $186.49 Unrealized +0.2%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $14,265 (+0.9%) Shares 184,814 (+1.8%) Est. Cost $77.87 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $906 (-12.6%) Shares 2,321 (+5.0%) Est. Cost $505.52 Unrealized -14.7%
DXCM DEXCOM INC 0.0%
Value ($000) $2,005 (+6.7%) Shares 31,926 (+12.8%) Est. Cost $65.36 Unrealized +8.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1,922 (+7.0%) Shares 7,384 (+1.3%) Est. Cost $247.89 Unrealized +10.2%
FLS FLOWSERVE CORP 0.0%
Value ($000) $1,823 (+7.1%) Shares 24,795 (+1.0%) Est. Cost $64.26 Unrealized +25.6%
RY ROYAL BK CDA 0.0%
Value ($000) $2,866 (-4.0%) Shares 17,717 (+1.2%) Est. Cost $153.77 Unrealized +10.5%
IYW ISHARES TR 0.0%
Value ($000) $1,405 (-7.6%) Shares 7,747 (+1.7%) Est. Cost $199.38 Unrealized
DT DYNATRACE INC 0.0%
Value ($000) $4,236 (-2.6%) Shares 114,541 (+14.1%) Est. Cost $45.60 Unrealized -15.8%
IWV ISHARES TR 0.0%
Value ($000) $2,695 (+4.4%) Shares 7,269 (+8.9%) Est. Cost $385.56 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $2,511 (+4.6%) Shares 28,093 (+3.2%) Est. Cost $88.17 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $1,518 (-6.8%) Shares 20,379 (+1.7%) Est. Cost $70.60 Unrealized +16.5%
SF STIFEL FINL CORP 0.0%
Value ($000) $875 (-11.0%) Shares 11,833 (+50.7%) Est. Cost $121.57 Unrealized +3.2%
BUD ANHEUSER BUSCH INBEV SA NV 0.0%
Value ($000) $602 (+21.7%) Shares 8,678 (+12.4%) Est. Cost $64.63 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $5,550 (-1.9%) Shares 85,881 (+2.2%) Est. Cost $67.40 Unrealized +9.2%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $8,070 (+1.3%) Shares 90,969 (+1.0%) Est. Cost $88.50 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $896 (+12.7%) Shares 12,253 (+10.0%) Est. Cost $71.60 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $954 (-9.6%) Shares 10,580 (+2.7%) Est. Cost $102.16 Unrealized -0.9%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,849 (-3.4%) Shares 57,696 (+7.2%) Est. Cost $54.41 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $1,435 (-6.5%) Shares 15,979 (+18.4%) Est. Cost $102.89 Unrealized -3.0%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $499 (+24.9%) Shares 733 (+1.1%) Est. Cost $558.66 Unrealized +16.5%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $1,462 (+7.1%) Shares 32,721 (+5.6%) Est. Cost $43.87 Unrealized +12.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $1,099 (+9.5%) Shares 13,838 (+1.8%) Est. Cost $78.27 Unrealized -1.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $818 (-10.3%) Shares 3,495 (+3.2%) Est. Cost $268.10 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $666 (+16.1%) Shares 14,187 (+15.8%) Est. Cost $46.83 Unrealized
ICOP ISHARES TR 0.0%
Value ($000) $617 (+17.5%) Shares 12,959 (+9.5%) Est. Cost $44.61 Unrealized
BROS DUTCH BROS INC 0.0%
Value ($000) $463 (-16.2%) Shares 9,133 (+1.2%) Est. Cost $56.81 Unrealized +0.1%
QCJA FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $734 (+13.6%) Shares 34,059 (+16.3%) Est. Cost $21.98 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $2,923 (+3.1%) Shares 36,729 (+4.5%) Est. Cost $80.59 Unrealized
PTL NORTHERN LTS FD TR IV 0.0%
Value ($000) $352 (+32.1%) Shares 1,405 (+30.8%) Est. Cost $248.75 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $749 (-10.2%) Shares 433 (+4.6%) Est. Cost $2098.97 Unrealized -1.5%
LQD ISHARES TR 0.1%
Value ($000) $12,895 (+0.7%) Shares 118,308 (+1.8%) Est. Cost $110.18 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $3,632 (+2.4%) Shares 17,452 (+2.7%) Est. Cost $193.62 Unrealized +16.2%
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $841 (+11.0%) Shares 36,636 (+14.3%) Est. Cost $23.54 Unrealized
JHX JAMES HARDIE INDS PLC 0.0%
Value ($000) $487 (+20.2%) Shares 25,707 (+31.7%) Est. Cost $20.95 Unrealized +13.4%
IXUS ISHARES TR 0.0%
Value ($000) $2,134 (+3.9%) Shares 24,633 (+1.5%) Est. Cost $84.67 Unrealized
BWZ SPDR SERIES TRUST 0.0%
Value ($000) $428 (+22.9%) Shares 15,884 (+25.2%) Est. Cost $27.31 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,748 (+4.8%) Shares 66,543 (+5.8%) Est. Cost $26.52 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $10,830 (-0.7%) Shares 143,801 (+6.4%) Est. Cost $75.80 Unrealized +1.0%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $431 (-15.4%) Shares 2,480 (+18.3%) Est. Cost $296.64 Unrealized -9.8%
FLXR TCW ETF TRUST 0.0%
Value ($000) $678 (+13.1%) Shares 17,260 (+14.0%) Est. Cost $39.57 Unrealized
EYLD CAMBRIA ETF TR 0.0%
Value ($000) $860 (+9.7%) Shares 20,776 (+1.5%) Est. Cost $38.38 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $744 (+11.0%) Shares 5,906 (+7.4%) Est. Cost $123.44 Unrealized +5.4%
VCEL VERICEL CORP 0.0%
Value ($000) $774 (+10.1%) Shares 24,056 (+23.3%) Est. Cost $36.81 Unrealized +0.9%
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $7,759 (+0.9%) Shares 277,096 (+1.8%) Est. Cost $28.24 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $4,923 (-1.4%) Shares 287,071 (+1.6%) Est. Cost $17.66 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $691 (+10.8%) Shares 5,408 (+5.8%) Est. Cost $122.36 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value ($000) $665 (+11.0%) Shares 15,781 (+2.6%) Est. Cost $38.86 Unrealized +9.0%
PFF ISHARES TR 0.1%
Value ($000) $9,133 (-0.7%) Shares 301,206 (+1.4%) Est. Cost $30.95 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $859 (+8.0%) Shares 22,037 (+5.7%) Est. Cost $38.16 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $380 (+19.4%) Shares 2,789 (+14.5%) Est. Cost $132.63 Unrealized -2.9%
PYLD PIMCO ETF TR 0.0%
Value ($000) $1,568 (+4.1%) Shares 59,834 (+6.0%) Est. Cost $26.66 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $623 (-8.6%) Shares 855 (+1.5%) Est. Cost $867.32 Unrealized +1.8%
MCO MOODYS CORP 0.0%
Value ($000) $393 (-12.7%) Shares 901 (+2.3%) Est. Cost $487.39 Unrealized +0.4%
EQT EQT CORP 0.0%
Value ($000) $270 (+26.0%) Shares 4,239 (+6.1%) Est. Cost $56.08 Unrealized -1.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,307 (+2.5%) Shares 30,685 (+2.3%) Est. Cost $75.06 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $2,702 (+2.1%) Shares 48,897 (+4.8%) Est. Cost $56.64 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $467 (+13.4%) Shares 11,506 (+17.0%) Est. Cost $41.70 Unrealized
UL UNILEVER PLC 0.0%
Value ($000) $2,151 (+2.5%) Shares 37,757 (+18.0%) Est. Cost $64.25 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $495 (+11.9%) Shares 22,806 (+10.7%) Est. Cost $21.49 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $306 (-14.5%) Shares 11,944 (+1.5%) Est. Cost $26.23 Unrealized +15.4%
CWB SPDR SERIES TRUST 0.0%
Value ($000) $902 (+5.7%) Shares 9,861 (+3.1%) Est. Cost $89.28 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $623 (+8.5%) Shares 7,775 (+7.3%) Est. Cost $79.72 Unrealized +13.4%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $818 (-5.6%) Shares 2,006 (+2.9%) Est. Cost $443.72 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $209 (-18.8%) Shares 1,461 (+5.5%) Est. Cost $192.46 Unrealized -8.3%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $1,083 (+4.6%) Shares 7,753 (+2.3%) Est. Cost $131.11 Unrealized +12.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $780 (+6.4%) Shares 5,896 (+2.8%) Est. Cost $124.00 Unrealized +4.1%
HUBB HUBBELL INC 0.0%
Value ($000) $445 (+11.6%) Shares 907 (+1.0%) Est. Cost $437.80 Unrealized +13.1%
PAVE GLOBAL X FDS 0.0%
Value ($000) $475 (+10.7%) Shares 9,344 (+4.1%) Est. Cost $47.95 Unrealized
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $605 (+8.0%) Shares 2,232 (+3.5%) Est. Cost $276.65 Unrealized -6.6%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $1,343 (+3.3%) Shares 7,365 (+1.2%) Est. Cost $187.48 Unrealized +10.9%
RWR SPDR SERIES TRUST 0.0%
Value ($000) $736 (+5.9%) Shares 7,287 (+3.0%) Est. Cost $98.41 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $271 (-12.8%) Shares 17,101 (+23.5%) Est. Cost $21.17 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1,535 (+2.6%) Shares 18,164 (+12.7%) Est. Cost $91.87 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $22,572 (+0.2%) Shares 70,417 (+1.3%) Est. Cost $334.38 Unrealized +6.3%
SEIX VIRTUS ETF TR II 0.0%
Value ($000) $927 (+4.2%) Shares 40,207 (+5.4%) Est. Cost $23.33 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $681 (+5.5%) Shares 15,177 (+4.4%) Est. Cost $44.41 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $278 (+14.8%) Shares 4,705 (+48.2%) Est. Cost $70.63 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $873 (+4.3%) Shares 18,781 (+5.0%) Est. Cost $44.02 Unrealized +16.5%
OSEA HARBOR ETF TRUST 0.0%
Value ($000) $470 (+7.3%) Shares 16,226 (+12.1%) Est. Cost $30.12 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $267 (+13.6%) Shares 2,862 (+2.1%) Est. Cost $85.46 Unrealized +10.9%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,763 (+1.8%) Shares 86,386 (+4.7%) Est. Cost $20.97 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $263 (+12.1%) Shares 2,272 (+2.2%) Est. Cost $110.26 Unrealized -0.3%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $658 (+4.3%) Shares 21,239 (+1.3%) Est. Cost $30.09 Unrealized
PPL PPL CORP 0.0%
Value ($000) $237 (+11.8%) Shares 6,214 (+2.5%) Est. Cost $35.84 Unrealized +1.1%
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $1,456 (+1.7%) Shares 20,348 (+24.6%) Est. Cost $86.66 Unrealized -12.8%
WZRD ETF OPPORTUNITIES TRUST 0.0%
Value ($000) $2,621 (-0.9%) Shares 145,000 (+20.8%) Est. Cost $21.35 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $267 (-7.7%) Shares 5,774 (+3.7%) Est. Cost $51.66 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $676 (-3.0%) Shares 5,706 (+5.7%) Est. Cost $128.59 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $470 (+4.6%) Shares 18,974 (+4.9%) Est. Cost $24.87 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $1,013 (+2.0%) Shares 10,933 (+1.1%) Est. Cost $91.89 Unrealized
OPTT OCEAN PWR TECHNOLOGIES INC 0.0%
Value ($000) $35 (+132.2%) Shares 100,500 (+99.0%) Est. Cost $0.45 Unrealized +0.8%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $264 (+7.5%) Shares 3,837 (+8.6%) Est. Cost $69.48 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $204 (+9.4%) Shares 52,790 (+18.1%) Est. Cost $3.97 Unrealized +13.4%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $666 (-2.5%) Shares 6,891 (+4.4%) Est. Cost $103.28 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $950 (-1.5%) Shares 3,481 (+4.1%) Est. Cost $287.72 Unrealized
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $246 (+6.1%) Shares 3,102 (+6.6%) Est. Cost $86.24 Unrealized -6.5%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $630 (-2.1%) Shares 4,948 (+1.9%) Est. Cost $146.27 Unrealized -5.3%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2,256 (-0.6%) Shares 11,889 (+17.2%) Est. Cost $222.13 Unrealized -8.3%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $530 (+2.3%) Shares 2,835 (+1.5%) Est. Cost $180.05 Unrealized +2.2%
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $346 (+3.6%) Shares 3,448 (+3.3%) Est. Cost $100.01 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $2,381 (+0.5%) Shares 37,086 (+4.8%) Est. Cost $75.07 Unrealized -10.8%
WDFC WD 40 CO 0.0%
Value ($000) $225 (+5.3%) Shares 1,101 (+1.7%) Est. Cost $196.40 Unrealized +13.7%
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $416 (+2.7%) Shares 8,310 (+3.4%) Est. Cost $50.37 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $751 (-1.4%) Shares 42,308 (+1.2%) Est. Cost $18.22 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $246 (+4.4%) Shares 6,955 (+6.0%) Est. Cost $35.81 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $274 (+3.8%) Shares 4,437 (+9.7%) Est. Cost $64.83 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $645 (-1.4%) Shares 35,972 (+2.2%) Est. Cost $18.59 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $548 (+1.5%) Shares 11,847 (+2.3%) Est. Cost $46.55 Unrealized
DGT SPDR SERIES TRUST 0.0%
Value ($000) $271 (+3.1%) Shares 1,592 (+1.3%) Est. Cost $167.12 Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $1,128 (+0.6%) Shares 140,956 (+6.0%) Est. Cost $8.41 Unrealized
EUSB ISHARES TR 0.0%
Value ($000) $590 (+1.0%) Shares 13,553 (+1.9%) Est. Cost $43.90 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $705 (+0.6%) Shares 9,733 (+6.4%) Est. Cost $72.19 Unrealized +11.7%
BGRN ISHARES TR 0.0%
Value ($000) $228 (+1.4%) Shares 4,811 (+2.4%) Est. Cost $47.92 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value ($000) $250 (+1.2%) Shares 10,359 (+2.2%) Est. Cost $24.33 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value ($000) $173 (+1.7%) Shares 15,990 (+33.0%) Est. Cost $25.79 Unrealized -33.1%
PREF PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $773 (+0.4%) Shares 41,063 (+1.7%) Est. Cost $19.07 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $277 (+1.0%) Shares 5,965 (+6.5%) Est. Cost $57.46 Unrealized -14.8%
LOW LOWES COS INC 0.1%
Value ($000) $12,982 (+0.0%) Shares 54,927 (+2.1%) Est. Cost $240.48 Unrealized +12.9%
IYY ISHARES TR 0.0%
Value ($000) $755 (-0.1%) Shares 4,765 (+4.5%) Est. Cost $165.50 Unrealized

Exited Positions (61)

SYNOVUS FINL CORP 2.0%
Value ($000) $265,797 Shares 5,310,616 Est. Cost $50.05 Unrealized
PINNACLE FINL PARTNERS INC 0.5%
Value ($000) $65,671 Shares 688,307 Est. Cost $95.41 Unrealized
CPAY CORPAY INC 0.1%
Value ($000) $8,150 Shares 27,083 Est. Cost $290.32 Unrealized +12.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $7,703 Shares 83,791 Est. Cost $91.94 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL 0.0%
Value ($000) $3,154 Shares 396,686 Est. Cost $8.13 Unrealized -15.1%
APOC INNOVATOR ETFS TRUST 0.0%
Value ($000) $2,863 Shares 109,242 Est. Cost $26.20 Unrealized
POOL POOL CORP 0.0%
Value ($000) $2,366 Shares 10,342 Est. Cost $259.46 Unrealized -3.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $2,218 Shares 4,887 Est. Cost $476.40 Unrealized -19.2%
CADE CADENCE BANK 0.0%
Value ($000) $1,611 Shares 37,594 Est. Cost $39.41 Unrealized +11.5%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $864 Shares 11,969 Est. Cost $68.65 Unrealized -11.5%
REV GROUP INC 0.0%
Value ($000) $862 Shares 14,181 Est. Cost $60.81 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $803 Shares 5,646 Est. Cost $123.87 Unrealized -1.6%
JMOM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $667 Shares 9,777 Est. Cost $68.17 Unrealized
KBR KBR INC 0.0%
Value ($000) $657 Shares 16,346 Est. Cost $42.74 Unrealized +0.0%
BL BLACKLINE INC 0.0%
Value ($000) $585 Shares 10,578 Est. Cost $55.08 Unrealized -15.3%
PCH POTLATCHDELTIC CORPORATION 0.0%
Value ($000) $568 Shares 14,263 Est. Cost $39.81 Unrealized
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $514 Shares 2,965 Est. Cost $182.81 Unrealized -14.8%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $492 Shares 1,237 Est. Cost $442.56 Unrealized -20.2%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $475 Shares 9,025 Est. Cost $52.55 Unrealized +12.5%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $455 Shares 17,369 Est. Cost $27.87 Unrealized -16.4%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $443 Shares 10,712 Est. Cost $34.79 Unrealized +36.1%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $425 Shares 4,189 Est. Cost $80.31 Unrealized +27.8%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $401 Shares 4,502 Est. Cost $91.86 Unrealized +22.0%
INGM INGRAM MICRO HLDG CORP 0.0%
Value ($000) $390 Shares 18,298 Est. Cost $21.69 Unrealized -2.2%
PPTA PERPETUA RESOURCES CORP 0.0%
Value ($000) $373 Shares 15,400 Est. Cost $24.60 Unrealized +23.1%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $370 Shares 5,571 Est. Cost $65.64 Unrealized -14.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $354 Shares 13,313 Est. Cost $27.11 Unrealized -24.1%
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $347 Shares 17,899 Est. Cost $19.39 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $328 Shares 6,260 Est. Cost $52.41 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $315 Shares 1,468 Est. Cost $227.21 Unrealized -24.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $296 Shares 3,026 Est. Cost $102.85 Unrealized +1.3%
MSTR STRATEGY INC 0.0%
Value ($000) $289 Shares 1,905 Est. Cost $230.22 Unrealized -36.2%
BUG GLOBAL X FDS 0.0%
Value ($000) $286 Shares 9,394 Est. Cost $30.47 Unrealized
STC STEWART INFORMATION SVCS COR 0.0%
Value ($000) $281 Shares 3,999 Est. Cost $72.01 Unrealized -5.1%
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $279 Shares 4,955 Est. Cost $56.26 Unrealized
Z ZILLOW GROUP INC 0.0%
Value ($000) $273 Shares 4,000 Est. Cost $72.41 Unrealized -18.9%
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $259 Shares 15,158 Est. Cost $19.06 Unrealized -0.7%
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $256 Shares 8,600 Est. Cost $32.66 Unrealized -9.2%
DFSD DIMENSIONAL ETF TRUST 0.0%
Value ($000) $254 Shares 5,300 Est. Cost $47.95 Unrealized
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $252 Shares 1,398 Est. Cost $189.10 Unrealized -1.6%
BLACKROCK MUN TARGET TERM TR 0.0%
Value ($000) $246 Shares 10,780 Est. Cost $22.82 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $241 Shares 3,880 Est. Cost $62.17 Unrealized
BLD TOPBUILD CORP 0.0%
Value ($000) $240 Shares 576 Est. Cost $428.74 Unrealized +14.7%
ITB ISHARES TR 0.0%
Value ($000) $227 Shares 2,355 Est. Cost $96.34 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $226 Shares 671 Est. Cost $357.07 Unrealized +9.8%
SKWD SKYWARD SPECIALTY INS GROUP 0.0%
Value ($000) $223 Shares 4,357 Est. Cost $48.06 Unrealized -4.9%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $219 Shares 5,309 Est. Cost $41.28 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $219 Shares 5,653 Est. Cost $38.13 Unrealized +15.4%
TFI SPDR SERIES TRUST 0.0%
Value ($000) $216 Shares 4,727 Est. Cost $45.71 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $214 Shares 3,653 Est. Cost $54.61 Unrealized +14.0%
NUVEEN DYNAMIC MUN OPPORTUNI 0.0%
Value ($000) $213 Shares 21,157 Est. Cost $10.08 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $213 Shares 2,031 Est. Cost $96.82 Unrealized +15.6%
TBBK BANCORP INC DEL 0.0%
Value ($000) $210 Shares 3,110 Est. Cost $69.00 Unrealized -7.3%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $205 Shares 707 Est. Cost $280.03 Unrealized -11.8%
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $205 Shares 4,295 Est. Cost $47.72 Unrealized
MSCI MSCI INC 0.0%
Value ($000) $204 Shares 356 Est. Cost $559.99 Unrealized +1.7%
DECP PGIM ROCK ETF TR 0.0%
Value ($000) $204 Shares 6,700 Est. Cost $30.46 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $203 Shares 913 Est. Cost $237.95 Unrealized +5.5%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $202 Shares 2,970 Est. Cost $65.92 Unrealized +1.2%
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $176 Shares 13,305 Est. Cost $13.25 Unrealized
AMCOR PLC 0.0%
Value ($000) $119 Shares 14,238 Est. Cost $8.25 Unrealized +1.9%

Decreased Positions (312)

GPN GLOBAL PMTS INC 3.6%
Value ($000) $476,629 (-18.7%) Shares 7,082,133 (-6.5%) Est. Cost $80.29 Unrealized -6.7%
SPY STATE STR SPDR S&P 500 ETF T 3.2%
Value ($000) $415,549 (-14.5%) Shares 638,901 (-10.4%) Est. Cost $681.98 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value ($000) $134,116 (+37.5%) Shares 790,463 (-2.5%) Est. Cost $115.49 Unrealized +20.1%
KO COCA COLA CO 4.4%
Value ($000) $577,498 (+6.1%) Shares 7,593,637 (-2.5%) Est. Cost $69.40 Unrealized +7.7%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $236,804 (-7.7%) Shares 1,357,806 (-1.3%) Est. Cost $186.13 Unrealized +0.3%
CVX CHEVRON CORPORATION 0.6%
Value ($000) $82,351 (+30.2%) Shares 397,971 (-4.1%) Est. Cost $151.40 Unrealized +13.5%
CRM SALESFORCE INC 0.1%
Value ($000) $18,778 (-45.8%) Shares 100,591 (-23.1%) Est. Cost $248.17 Unrealized -13.1%
GOOG ALPHABET INC 0.8%
Value ($000) $100,732 (-11.3%) Shares 351,134 (-3.0%) Est. Cost $286.33 Unrealized +13.0%
VOO VANGUARD INDEX FDS 1.6%
Value ($000) $204,044 (-5.8%) Shares 341,435 (-1.2%) Est. Cost $627.19 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $63,060 (+22.1%) Shares 104,318 (-2.3%) Est. Cost $476.18 Unrealized +26.2%
ORCL ORACLE CORP 0.2%
Value ($000) $32,550 (-25.8%) Shares 221,250 (-1.7%) Est. Cost $238.05 Unrealized -28.8%
VLO VALERO ENERGY CORP 0.3%
Value ($000) $37,230 (+32.4%) Shares 150,674 (-12.8%) Est. Cost $168.83 Unrealized +12.6%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $25,846 (-26.0%) Shares 251,735 (-9.7%) Est. Cost $127.30 Unrealized -9.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $29,255 (-22.1%) Shares 143,982 (-1.4%) Est. Cost $264.83 Unrealized -9.1%
QUAL ISHARES TR 0.2%
Value ($000) $28,366 (-22.3%) Shares 147,882 (-19.5%) Est. Cost $198.62 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $42,714 (-15.2%) Shares 74,649 (-2.2%) Est. Cost $667.32 Unrealized -1.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $24,629 (-21.6%) Shares 91,008 (-4.4%) Est. Cost $337.21 Unrealized -8.5%
DHR DANAHER CORP DEL 0.1%
Value ($000) $16,869 (-28.3%) Shares 88,972 (-13.4%) Est. Cost $219.54 Unrealized +2.3%
CPRT COPART INC 0.1%
Value ($000) $10,095 (-39.0%) Shares 304,078 (-28.1%) Est. Cost $41.46 Unrealized -5.6%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $90,078 (-6.0%) Shares 280,751 (-1.7%) Est. Cost $335.31 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $81,018 (-5.8%) Shares 834,090 (-6.8%) Est. Cost $96.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $25,862 (-16.1%) Shares 52,614 (-1.0%) Est. Cost $565.16 Unrealized +1.7%
ADBE ADOBE INC 0.0%
Value ($000) $4,494 (-51.7%) Shares 18,488 (-30.5%) Est. Cost $340.09 Unrealized -14.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $33,753 (-12.3%) Shares 47 (-7.8%) Est. Cost $746423.56 Unrealized -0.8%
SHEL SHELL PLC 0.2%
Value ($000) $24,086 (+24.0%) Shares 258,979 (-2.1%) Est. Cost $73.48 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $25,908 (-14.2%) Shares 161,599 (-1.4%) Est. Cost $201.75 Unrealized -14.7%
MRK MERCK & CO INC 0.3%
Value ($000) $38,537 (+12.3%) Shares 320,321 (-1.7%) Est. Cost $93.24 Unrealized +22.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $25,496 (-14.1%) Shares 51,016 (-1.8%) Est. Cost $558.95 Unrealized -3.6%
GLD SPDR GOLD TR 0.8%
Value ($000) $103,809 (+4.0%) Shares 241,242 (-4.2%) Est. Cost $396.33 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $42,940 (+9.8%) Shares 120,050 (-2.2%) Est. Cost $354.39 Unrealized -0.2%
SHY ISHARES TR 0.4%
Value ($000) $47,487 (-7.4%) Shares 575,105 (-7.1%) Est. Cost $82.82 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $32,502 (-10.0%) Shares 253,663 (-3.8%) Est. Cost $136.95 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $175 (-95.2%) Shares 11,133 (-94.7%) Est. Cost $17.64 Unrealized +2.2%
BLK BLACKROCK INC 0.2%
Value ($000) $23,943 (-12.0%) Shares 24,894 (-2.1%) Est. Cost $1089.41 Unrealized +0.7%
NKE NIKE INC 0.0%
Value ($000) $3,261 (-50.1%) Shares 61,730 (-39.8%) Est. Cost $64.91 Unrealized -1.4%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $11,197 (+40.9%) Shares 57,321 (-1.7%) Est. Cost $161.36 Unrealized +13.5%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $31,528 (-9.3%) Shares 146,567 (-7.3%) Est. Cost $219.82 Unrealized
VFH VANGUARD WORLD FD 0.2%
Value ($000) $25,643 (-10.8%) Shares 212,119 (-1.5%) Est. Cost $133.57 Unrealized
ASML ASML HLDG NV 0.2%
Value ($000) $19,729 (+18.4%) Shares 14,933 (-4.1%) Est. Cost $1070.09 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $25,573 (-9.9%) Shares 192,411 (-2.4%) Est. Cost $143.98 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $20,057 (-12.1%) Shares 294,356 (-16.9%) Est. Cost $64.42 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $7,355 (-27.1%) Shares 229,761 (-15.7%) Est. Cost $36.17 Unrealized +7.2%
DE DEERE & CO 0.1%
Value ($000) $16,712 (+18.8%) Shares 29,662 (-1.8%) Est. Cost $467.69 Unrealized +17.9%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $35,710 (-6.8%) Shares 124,320 (-5.8%) Est. Cost $290.29 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $6,425 (-28.6%) Shares 49,886 (-5.2%) Est. Cost $170.79 Unrealized -9.9%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $4,729 (-35.1%) Shares 94,785 (-34.6%) Est. Cost $50.29 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,354 (-65.2%) Shares 12,832 (-65.2%) Est. Cost $105.65 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $9,527 (-19.8%) Shares 20,665 (-1.5%) Est. Cost $532.37 Unrealized -2.1%
BAX BAXTER INTL INC 0.0%
Value ($000) $183 (-92.7%) Shares 10,880 (-91.7%) Est. Cost $20.00 Unrealized +2.3%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $10,627 (+27.7%) Shares 14,601 (-3.0%) Est. Cost $549.62 Unrealized +14.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $280 (-89.0%) Shares 12,443 (-88.2%) Est. Cost $24.63 Unrealized -2.9%
GIS GENERAL MILLS INC 0.1%
Value ($000) $7,794 (-21.2%) Shares 209,410 (-1.6%) Est. Cost $47.46 Unrealized -4.2%
EOG EOG RES INC 0.1%
Value ($000) $13,505 (+17.9%) Shares 93,407 (-14.4%) Est. Cost $107.22 Unrealized +4.6%
F FORD MTR CO 0.0%
Value ($000) $771 (-69.8%) Shares 66,836 (-65.7%) Est. Cost $12.83 Unrealized +7.1%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $4,855 (-26.7%) Shares 26,612 (-2.6%) Est. Cost $222.19 Unrealized +0.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $7,959 (-18.0%) Shares 27,727 (-17.5%) Est. Cost $288.62 Unrealized +3.3%
FTGS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $453 (-79.3%) Shares 13,294 (-78.5%) Est. Cost $35.36 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $4,498 (-26.6%) Shares 43,484 (-27.4%) Est. Cost $102.39 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $16,301 (-8.8%) Shares 63,230 (-1.1%) Est. Cost $279.60 Unrealized
ALC ALCON AG 0.0%
Value ($000) $2,653 (-35.7%) Shares 35,207 (-32.7%) Est. Cost $77.00 Unrealized +4.5%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1,146 (-56.1%) Shares 9,332 (-53.2%) Est. Cost $137.66 Unrealized -1.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $8,080 (-15.2%) Shares 281,418 (-11.7%) Est. Cost $28.53 Unrealized +4.5%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $51,611 (+2.7%) Shares 152,764 (-13.2%) Est. Cost $229.35 Unrealized +68.8%
IVW ISHARES TR 0.1%
Value ($000) $11,833 (-10.4%) Shares 104,606 (-2.3%) Est. Cost $123.27 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $10,032 (-11.5%) Shares 46,147 (-13.7%) Est. Cost $211.90 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $4,786 (-21.3%) Shares 195,897 (-23.7%) Est. Cost $22.99 Unrealized +3.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $2,156 (-37.0%) Shares 47,657 (-18.7%) Est. Cost $64.84 Unrealized -22.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $3,802 (-24.9%) Shares 21,919 (-19.6%) Est. Cost $186.43 Unrealized -2.7%
SAP SAP SE 0.0%
Value ($000) $2,536 (-32.8%) Shares 14,810 (-4.7%) Est. Cost $242.91 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $404 (-75.1%) Shares 16,221 (-63.4%) Est. Cost $36.54 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $849 (-57.8%) Shares 2,132 (-28.6%) Est. Cost $630.10 Unrealized -19.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $3,357 (-25.1%) Shares 44,611 (-14.9%) Est. Cost $79.68 Unrealized -4.2%
MMM 3M CO 0.1%
Value ($000) $8,980 (-11.1%) Shares 61,810 (-2.0%) Est. Cost $163.18 Unrealized +0.5%
AIQ GLOBAL X FDS 0.0%
Value ($000) $637 (-63.4%) Shares 13,645 (-60.1%) Est. Cost $50.86 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $1,192 (-46.0%) Shares 4,977 (-33.2%) Est. Cost $302.56 Unrealized -16.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $5,580 (-14.3%) Shares 77,686 (-5.3%) Est. Cost $78.67 Unrealized -0.9%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $428 (-68.3%) Shares 6,183 (-48.2%) Est. Cost $130.05 Unrealized -26.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $3,887 (-19.0%) Shares 69,029 (-24.0%) Est. Cost $55.53 Unrealized +7.5%
COR CENCORA INC 0.0%
Value ($000) $5,790 (-13.3%) Shares 18,430 (-6.8%) Est. Cost $340.62 Unrealized +3.7%
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $259 (-77.4%) Shares 7,268 (-75.7%) Est. Cost $38.22 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $345 (-71.3%) Shares 3,975 (-66.0%) Est. Cost $120.70 Unrealized -5.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $10,202 (+8.6%) Shares 52,545 (-2.9%) Est. Cost $170.73 Unrealized +20.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $14,044 (+5.9%) Shares 243,644 (-1.1%) Est. Cost $57.06 Unrealized +1.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $14,069 (-5.2%) Shares 40,973 (-7.0%) Est. Cost $340.86 Unrealized +4.0%
TQQQ PROSHARES TR 0.0%
Value ($000) $262 (-74.5%) Shares 6,280 (-67.7%) Est. Cost $52.72 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4,195 (-15.3%) Shares 164,181 (-13.0%) Est. Cost $26.24 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value ($000) $14,988 (+5.3%) Shares 44,331 (-5.3%) Est. Cost $303.99 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $603 (-54.7%) Shares 9,830 (-38.7%) Est. Cost $74.65 Unrealized +2.9%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $4,155 (+20.9%) Shares 86,614 (-2.6%) Est. Cost $38.13 Unrealized +10.9%
INTC INTEL CORP 0.0%
Value ($000) $4,885 (+16.9%) Shares 110,686 (-2.3%) Est. Cost $37.76 Unrealized +23.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $8,227 (-7.4%) Shares 314,936 (-3.9%) Est. Cost $25.37 Unrealized +14.2%
IEI ISHARES TR 0.1%
Value ($000) $11,890 (-5.2%) Shares 100,256 (-4.6%) Est. Cost $119.35 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $2,025 (+46.2%) Shares 32,052 (-1.8%) Est. Cost $42.00 Unrealized +8.1%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $4,744 (+14.9%) Shares 125,373 (-2.6%) Est. Cost $32.06 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $4,093 (-12.1%) Shares 52,190 (-11.7%) Est. Cost $78.84 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $8,091 (-6.5%) Shares 26,756 (-6.6%) Est. Cost $302.24 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $3,706 (+17.8%) Shares 5,428 (-1.5%) Est. Cost $578.81 Unrealized +16.4%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $5,139 (-9.6%) Shares 14,319 (-2.0%) Est. Cost $375.21 Unrealized +9.3%
GDX VANECK ETF TRUST 0.1%
Value ($000) $10,811 (+5.2%) Shares 117,783 (-1.6%) Est. Cost $85.79 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $6,362 (-7.8%) Shares 19,350 (-1.4%) Est. Cost $363.46 Unrealized +0.3%
DHI D R HORTON INC 0.0%
Value ($000) $763 (-40.8%) Shares 5,561 (-37.8%) Est. Cost $152.01 Unrealized +2.6%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1,280 (-28.5%) Shares 3,616 (-10.0%) Est. Cost $462.16 Unrealized -18.2%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1,997 (-20.0%) Shares 29,221 (-18.6%) Est. Cost $69.50 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $1,764 (-21.8%) Shares 14,447 (-11.1%) Est. Cost $133.00 Unrealized +4.6%
CM CANADIAN IMPERIAL BANK OF CO 0.1%
Value ($000) $15,953 (+3.1%) Shares 168,370 (-1.4%) Est. Cost $85.80 Unrealized +10.2%
HPQ HP INC 0.0%
Value ($000) $1,089 (-30.6%) Shares 56,703 (-19.5%) Est. Cost $25.25 Unrealized -21.7%
IYF ISHARES TR 0.0%
Value ($000) $4,184 (-10.0%) Shares 35,539 (-1.3%) Est. Cost $129.00 Unrealized
CR CRANE COMPANY 0.0%
Value ($000) $1,401 (-24.7%) Shares 8,192 (-18.8%) Est. Cost $185.35 Unrealized +6.9%
PODD INSULET CORP 0.0%
Value ($000) $956 (-32.2%) Shares 4,558 (-8.1%) Est. Cost $312.66 Unrealized -15.4%
IGSB ISHARES TR 0.1%
Value ($000) $10,867 (-4.0%) Shares 206,759 (-3.4%) Est. Cost $52.88 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $1,088 (-28.8%) Shares 9,860 (-29.1%) Est. Cost $109.92 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $1,419 (-23.2%) Shares 6,003 (-18.4%) Est. Cost $251.18 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $980 (-30.2%) Shares 8,318 (-2.9%) Est. Cost $156.63 Unrealized -2.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $1,646 (-20.3%) Shares 10,458 (-1.7%) Est. Cost $189.55 Unrealized -11.5%
LFUS LITTELFUSE INC 0.0%
Value ($000) $1,919 (+27.7%) Shares 5,654 (-4.8%) Est. Cost $254.62 Unrealized +25.7%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $2,011 (-16.7%) Shares 20,531 (-9.2%) Est. Cost $106.74 Unrealized
STE STERIS PLC 0.0%
Value ($000) $513 (-43.9%) Shares 2,319 (-35.7%) Est. Cost $251.13 Unrealized +1.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $1,439 (+38.6%) Shares 3,670 (-2.6%) Est. Cost $258.92 Unrealized +45.4%
ING ING GROEP N.V. 0.0%
Value ($000) $4,138 (-8.8%) Shares 158,848 (-2.0%) Est. Cost $28.00 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $1,518 (+35.6%) Shares 30,158 (-1.3%) Est. Cost $34.73 Unrealized +15.9%
MET METLIFE INC 0.0%
Value ($000) $1,754 (-18.1%) Shares 24,796 (-8.6%) Est. Cost $78.93 Unrealized -1.9%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $1,154 (+50.2%) Shares 8,117 (-2.1%) Est. Cost $91.97 Unrealized +6.4%
SNDX SYNDAX PHARMACEUTICALS INC 0.0%
Value ($000) $4,725 (+8.9%) Shares 202,282 (-2.1%) Est. Cost $17.45 Unrealized +19.0%
BMO BANK MONTREAL MEDIUM 0.1%
Value ($000) $14,292 (+2.7%) Shares 105,598 (-1.5%) Est. Cost $126.63 Unrealized +9.7%
SSB SOUTHSTATE BK CORP 0.0%
Value ($000) $6,255 (-5.7%) Shares 67,608 (-4.0%) Est. Cost $91.84 Unrealized +9.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $16,420 (-2.2%) Shares 56,289 (-2.8%) Est. Cost $280.61 Unrealized +2.8%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $1,111 (-25.0%) Shares 21,051 (-29.1%) Est. Cost $49.90 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $2,618 (-12.4%) Shares 7,125 (-1.5%) Est. Cost $412.79 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $3,108 (+12.9%) Shares 14,349 (-6.1%) Est. Cost $166.60 Unrealized +15.5%
USFD US FOODS HLDG CORP 0.0%
Value ($000) $309 (-53.4%) Shares 3,346 (-62.0%) Est. Cost $75.09 Unrealized +15.4%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $3,009 (-10.4%) Shares 138,928 (-3.6%) Est. Cost $23.31 Unrealized
SE SEA LTD 0.0%
Value ($000) $499 (-39.5%) Shares 6,023 (-6.8%) Est. Cost $127.57 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1,086 (+41.7%) Shares 3,826 (-3.0%) Est. Cost $209.99 Unrealized -0.1%
VMC VULCAN MATLS CO 0.0%
Value ($000) $5,145 (-5.8%) Shares 18,893 (-1.3%) Est. Cost $293.14 Unrealized +4.7%
VMI VALMONT INDS INC 0.0%
Value ($000) $1,803 (-14.9%) Shares 4,512 (-14.3%) Est. Cost $406.96 Unrealized +10.2%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $1,427 (-17.5%) Shares 34,454 (-23.5%) Est. Cost $37.24 Unrealized +13.7%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $1,205 (-20.1%) Shares 15,183 (-1.3%) Est. Cost $92.83 Unrealized +9.6%
SPLB SPDR SERIES TRUST 0.0%
Value ($000) $2,299 (-11.6%) Shares 103,453 (-10.1%) Est. Cost $22.58 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $654 (-31.4%) Shares 5,513 (-6.8%) Est. Cost $160.56 Unrealized -15.0%
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1,044 (-21.8%) Shares 40,861 (-23.4%) Est. Cost $25.01 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $649 (-30.5%) Shares 16,254 (-20.5%) Est. Cost $40.84 Unrealized +1.8%
HUBG HUB GROUP INC 0.0%
Value ($000) $783 (-26.5%) Shares 21,731 (-13.1%) Est. Cost $38.02 Unrealized +18.9%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $1,488 (-15.7%) Shares 7,504 (-3.2%) Est. Cost $212.34 Unrealized -2.7%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1,180 (-18.7%) Shares 21,640 (-11.7%) Est. Cost $59.28 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $1,023 (-20.8%) Shares 17,694 (-1.1%) Est. Cost $72.19 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1,352 (-16.5%) Shares 18,793 (-5.1%) Est. Cost $90.05 Unrealized -12.6%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $209 (-55.3%) Shares 1,062 (-50.7%) Est. Cost $213.68 Unrealized +9.7%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $1,192 (+27.7%) Shares 5,813 (-1.7%) Est. Cost $142.02 Unrealized +45.6%
GMED GLOBUS MED INC 0.0%
Value ($000) $1,383 (-15.5%) Shares 16,052 (-14.4%) Est. Cost $75.90 Unrealized +20.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $4,686 (+5.6%) Shares 54,981 (-2.1%) Est. Cost $78.31 Unrealized +13.3%
NVS NOVARTIS AG 0.0%
Value ($000) $3,172 (+8.3%) Shares 20,754 (-2.3%) Est. Cost $137.94 Unrealized
GJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $893 (-21.2%) Shares 21,307 (-19.6%) Est. Cost $42.79 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $2,615 (-8.4%) Shares 32,651 (-2.5%) Est. Cost $82.07 Unrealized -0.1%
MTRN MATERION CORP 0.0%
Value ($000) $1,799 (+15.0%) Shares 12,438 (-1.1%) Est. Cost $123.31 Unrealized +17.9%
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $3,564 (-6.2%) Shares 143,632 (-6.9%) Est. Cost $24.60 Unrealized
MOD MODINE MFG CO 0.0%
Value ($000) $1,264 (+22.6%) Shares 5,831 (-24.5%) Est. Cost $148.95 Unrealized +18.5%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $3,477 (+7.1%) Shares 71,055 (-1.1%) Est. Cost $45.21 Unrealized
GWW WW GRAINGER INC 0.0%
Value ($000) $4,845 (+4.8%) Shares 4,442 (-3.0%) Est. Cost $968.92 Unrealized +13.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1,314 (-14.5%) Shares 2,232 (-9.5%) Est. Cost $621.36 Unrealized +6.4%
RKT ROCKET COS INC 0.0%
Value ($000) $280 (-43.8%) Shares 19,673 (-23.6%) Est. Cost $17.88 Unrealized +12.7%
PCG PG&E CORP 0.0%
Value ($000) $618 (-25.8%) Shares 35,190 (-32.1%) Est. Cost $15.92 Unrealized +2.9%
T AT&T INC 0.2%
Value ($000) $26,836 (-0.8%) Shares 925,657 (-15.0%) Est. Cost $25.29 Unrealized +1.8%
TRGP TARGA RES CORP 0.0%
Value ($000) $912 (+28.1%) Shares 3,637 (-5.8%) Est. Cost $168.08 Unrealized +20.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,175 (-14.3%) Shares 12,992 (-14.8%) Est. Cost $94.58 Unrealized -3.1%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $2,092 (+10.3%) Shares 61,265 (-19.3%) Est. Cost $25.91 Unrealized +17.6%
HUM HUMANA INC 0.0%
Value ($000) $387 (-33.3%) Shares 2,234 (-1.5%) Est. Cost $261.32 Unrealized -14.5%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,401 (-11.7%) Shares 14,938 (-13.1%) Est. Cost $92.32 Unrealized
CGMU CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $365 (-33.3%) Shares 13,433 (-32.7%) Est. Cost $27.38 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $374 (-32.5%) Shares 990 (-23.6%) Est. Cost $435.02 Unrealized +3.6%
NFLX NETFLIX INC. 0.2%
Value ($000) $19,909 (-0.9%) Shares 207,054 (-3.3%) Est. Cost $107.81 Unrealized -22.2%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,076 (-7.9%) Shares 40,721 (-8.0%) Est. Cost $50.95 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D 0.0%
Value ($000) $1,087 (-14.0%) Shares 577 (-2.0%) Est. Cost $1883.58 Unrealized +11.1%
HDV ISHARES TR 0.0%
Value ($000) $2,381 (+8.0%) Shares 17,542 (-3.2%) Est. Cost $121.63 Unrealized
AON AON PLC 0.0%
Value ($000) $990 (-14.8%) Shares 3,066 (-6.9%) Est. Cost $349.16 Unrealized -3.8%
NGVT INGEVITY CORP 0.0%
Value ($000) $1,776 (+10.1%) Shares 24,935 (-8.5%) Est. Cost $54.27 Unrealized +26.6%
NVR NVR INC 0.0%
Value ($000) $1,226 (-11.5%) Shares 186 (-2.1%) Est. Cost $7476.40 Unrealized +2.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,445 (-9.5%) Shares 31,556 (-20.5%) Est. Cost $37.39 Unrealized +23.3%
FGD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $454 (-24.9%) Shares 14,224 (-28.8%) Est. Cost $30.27 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $1,027 (-12.4%) Shares 28,776 (-3.3%) Est. Cost $40.85 Unrealized +7.2%
WAB WABTEC 0.0%
Value ($000) $1,076 (+15.4%) Shares 4,306 (-1.4%) Est. Cost $205.33 Unrealized +16.4%
DG DOLLAR GEN CORP 0.0%
Value ($000) $619 (-18.5%) Shares 5,215 (-8.9%) Est. Cost $111.51 Unrealized +32.4%
RPM RPM INTL INC 0.0%
Value ($000) $2,300 (-5.6%) Shares 23,142 (-1.2%) Est. Cost $108.25 Unrealized +3.6%
AIR AAR CORP 0.0%
Value ($000) $762 (-14.7%) Shares 6,966 (-35.5%) Est. Cost $82.73 Unrealized +28.3%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $730 (+20.6%) Shares 17,204 (-2.1%) Est. Cost $33.87 Unrealized -0.2%
MC MOELIS & CO 0.0%
Value ($000) $302 (-29.0%) Shares 5,299 (-14.4%) Est. Cost $65.79 Unrealized +6.9%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $247 (-33.2%) Shares 1,638 (-2.9%) Est. Cost $244.09 Unrealized -20.3%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $1,416 (+9.4%) Shares 15,260 (-13.2%) Est. Cost $73.58 Unrealized
SLGN SILGAN HLDGS INC 0.0%
Value ($000) $1,069 (-10.2%) Shares 27,555 (-6.6%) Est. Cost $40.58 Unrealized +11.0%
SUSA ISHARES TR 0.0%
Value ($000) $629 (-15.6%) Shares 4,763 (-11.0%) Est. Cost $139.35 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $552 (-17.1%) Shares 6,247 (-6.4%) Est. Cost $101.01 Unrealized -3.5%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $590 (+23.6%) Shares 16,792 (-7.4%) Est. Cost $25.10 Unrealized +12.9%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $580 (+23.9%) Shares 1,423 (-6.8%) Est. Cost $344.54 Unrealized +9.3%
IAU ISHARES GOLD TR 0.0%
Value ($000) $6,313 (-1.7%) Shares 71,612 (-9.5%) Est. Cost $81.17 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $370 (-22.7%) Shares 5,659 (-6.2%) Est. Cost $76.59 Unrealized +2.3%
CI THE CIGNA GROUP 0.0%
Value ($000) $1,945 (-5.2%) Shares 7,288 (-2.2%) Est. Cost $279.23 Unrealized +0.5%
MPLX MPLX LP 0.0%
Value ($000) $581 (-15.5%) Shares 10,177 (-21.0%) Est. Cost $53.37 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $586 (-15.1%) Shares 6,900 (-2.8%) Est. Cost $89.74 Unrealized +2.2%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2,915 (+3.7%) Shares 17,568 (-2.0%) Est. Cost $156.85 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $3,353 (+3.1%) Shares 28,603 (-25.9%) Est. Cost $86.76 Unrealized +36.4%
CCL CARNIVAL CORP 0.0%
Value ($000) $324 (-23.7%) Shares 12,520 (-9.9%) Est. Cost $27.88 Unrealized +11.3%
BIIB BIOGEN INC 0.0%
Value ($000) $1,820 (-5.2%) Shares 9,925 (-9.0%) Est. Cost $163.37 Unrealized +12.2%
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $954 (+11.7%) Shares 8,738 (-17.0%) Est. Cost $85.97 Unrealized +1.3%
SYY SYSCO CORP 0.0%
Value ($000) $1,435 (-6.5%) Shares 20,111 (-3.4%) Est. Cost $75.50 Unrealized +8.9%
RHI ROBERT HALF INC. 0.0%
Value ($000) $1,187 (-7.6%) Shares 46,738 (-1.2%) Est. Cost $28.54 Unrealized -2.0%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $826 (-10.5%) Shares 36,272 (-6.0%) Est. Cost $22.18 Unrealized +11.4%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $258 (-26.5%) Shares 1,029 (-19.3%) Est. Cost $273.43 Unrealized -7.9%
FXH FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $486 (-15.8%) Shares 4,427 (-12.7%) Est. Cost $113.83 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $246 (-26.8%) Shares 30,188 (-2.2%) Est. Cost $11.43 Unrealized -5.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $7,625 (-1.2%) Shares 166,131 (-8.1%) Est. Cost $42.70 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $1,055 (-7.7%) Shares 8,824 (-8.3%) Est. Cost $118.76 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $635 (-11.9%) Shares 15,795 (-2.5%) Est. Cost $44.47 Unrealized
KR KROGER CO 0.0%
Value ($000) $1,253 (-6.3%) Shares 17,320 (-19.1%) Est. Cost $65.22 Unrealized -0.9%
GALT GALECTIN THERAPEUTICS INC 0.0%
Value ($000) $116 (-41.8%) Shares 41,650 (-13.2%) Est. Cost $5.27 Unrealized -41.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $371 (-18.0%) Shares 1,334 (-7.8%) Est. Cost $326.31 Unrealized -7.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $720 (-10.1%) Shares 11,141 (-11.3%) Est. Cost $61.35 Unrealized +23.5%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $867 (+10.1%) Shares 8,609 (-3.0%) Est. Cost $89.23 Unrealized +4.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $3,651 (-2.1%) Shares 39,547 (-3.3%) Est. Cost $97.70 Unrealized -2.8%
ECL ECOLAB INC 0.0%
Value ($000) $5,622 (-1.3%) Shares 21,133 (-2.6%) Est. Cost $265.71 Unrealized +7.7%
MAS MASCO CORP 0.0%
Value ($000) $206 (-26.7%) Shares 3,413 (-22.9%) Est. Cost $64.75 Unrealized +9.0%
AA ALCOA CORP 0.0%
Value ($000) $483 (-13.2%) Shares 7,283 (-30.5%) Est. Cost $40.88 Unrealized +49.4%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,046 (-6.5%) Shares 17,863 (-6.2%) Est. Cost $58.74 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $296 (-19.5%) Shares 610 (-3.6%) Est. Cost $625.13 Unrealized -20.4%
SON SONOCO PRODS CO 0.0%
Value ($000) $492 (+16.9%) Shares 9,100 (-5.7%) Est. Cost $41.17 Unrealized +22.2%
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $1,375 (-4.9%) Shares 45,382 (-1.3%) Est. Cost $31.16 Unrealized +7.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $285 (-19.7%) Shares 2,504 (-4.1%) Est. Cost $143.72 Unrealized -6.2%
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $445 (-13.0%) Shares 3,241 (-8.8%) Est. Cost $132.45 Unrealized +10.1%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $550 (-10.6%) Shares 4,959 (-5.1%) Est. Cost $117.76 Unrealized
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $312 (-17.2%) Shares 3,672 (-10.9%) Est. Cost $91.41 Unrealized
AEIS ADVANCED ENERGY INDS 0.0%
Value ($000) $1,858 (+3.6%) Shares 5,756 (-32.8%) Est. Cost $203.45 Unrealized +33.0%
MTUM ISHARES TR 0.0%
Value ($000) $1,052 (-5.8%) Shares 4,383 (-1.7%) Est. Cost $250.35 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $5,650 (+1.1%) Shares 202,869 (-1.2%) Est. Cost $27.21 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $994 (-5.8%) Shares 16,444 (-1.9%) Est. Cost $62.93 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $700 (-8.0%) Shares 29,415 (-7.2%) Est. Cost $23.44 Unrealized -5.8%
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.0%
Value ($000) $685 (-8.1%) Shares 40,337 (-14.1%) Est. Cost $15.86 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $256 (-18.8%) Shares 6,938 (-17.5%) Est. Cost $37.39 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $302 (-16.1%) Shares 3,842 (-21.4%) Est. Cost $73.60 Unrealized +4.9%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $362 (-13.6%) Shares 2,000 (-3.0%) Est. Cost $192.85 Unrealized +13.2%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $477 (-10.4%) Shares 2,246 (-12.9%) Est. Cost $202.35 Unrealized +11.8%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $1,846 (+3.1%) Shares 95,669 (-11.9%) Est. Cost $16.49 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $529 (+11.5%) Shares 4,299 (-11.9%) Est. Cost $97.22 Unrealized
ALLT ALLOT LTD 0.0%
Value ($000) $83 (-39.5%) Shares 12,500 (-10.7%) Est. Cost $9.59 Unrealized +6.4%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $4,331 (+1.1%) Shares 19,771 (-2.1%) Est. Cost $214.59 Unrealized +0.9%
FCFS FIRSTCASH HOLDINGS INC 0.0%
Value ($000) $653 (+8.0%) Shares 3,472 (-8.4%) Est. Cost $157.02 Unrealized +10.5%
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $318 (-13.1%) Shares 46,187 (-5.5%) Est. Cost $7.50 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value ($000) $1,270 (+3.9%) Shares 11,010 (-26.5%) Est. Cost $84.91 Unrealized +19.2%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $511 (-8.4%) Shares 3,566 (-4.8%) Est. Cost $135.64 Unrealized +15.6%
IAT ISHARES TR 0.0%
Value ($000) $428 (-9.9%) Shares 7,935 (-7.7%) Est. Cost $55.20 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $266 (-14.0%) Shares 1,538 (-9.4%) Est. Cost $172.31 Unrealized +9.8%
EG EVEREST GROUP LTD 0.0%
Value ($000) $840 (-4.6%) Shares 2,569 (-1.0%) Est. Cost $330.24 Unrealized +0.3%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,720 (-1.4%) Shares 66,624 (-2.6%) Est. Cost $40.35 Unrealized
SHM SPDR SERIES TRUST 0.0%
Value ($000) $399 (-8.8%) Shares 8,350 (-8.5%) Est. Cost $48.00 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $766 (-4.7%) Shares 5,535 (-2.6%) Est. Cost $141.51 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $298 (-11.3%) Shares 4,447 (-18.7%) Est. Cost $61.37 Unrealized
NEWP NEW PAC METALS CORP 0.0%
Value ($000) $331 (+12.3%) Shares 80,000 (-4.8%) Est. Cost $2.74 Unrealized +42.2%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $279 (-11.2%) Shares 1,929 (-1.5%) Est. Cost $160.93 Unrealized +2.8%
B BARRICK MNG CORP 0.0%
Value ($000) $328 (-9.2%) Shares 8,032 (-3.0%) Est. Cost $37.42 Unrealized +29.1%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $589 (+5.9%) Shares 8,205 (-4.0%) Est. Cost $66.83 Unrealized +1.1%
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $917 (+3.7%) Shares 18,058 (-9.5%) Est. Cost $44.34 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $1,955 (-1.6%) Shares 20,593 (-1.4%) Est. Cost $95.22 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $206 (-13.7%) Shares 4,137 (-18.9%) Est. Cost $46.72 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $783 (-3.8%) Shares 14,713 (-2.6%) Est. Cost $53.88 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $886 (+3.5%) Shares 28,116 (-13.4%) Est. Cost $27.52 Unrealized +30.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $294 (+10.9%) Shares 3,256 (-9.9%) Est. Cost $70.46 Unrealized +11.5%
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $488 (-5.6%) Shares 14,537 (-4.8%) Est. Cost $33.81 Unrealized
ITM VANECK ETF TRUST 0.0%
Value ($000) $483 (-5.4%) Shares 10,400 (-3.9%) Est. Cost $47.16 Unrealized
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $279 (-8.9%) Shares 2,508 (-11.0%) Est. Cost $112.57 Unrealized +7.2%
SHYG ISHARES TR 0.0%
Value ($000) $1,062 (-2.4%) Shares 25,093 (-1.1%) Est. Cost $42.87 Unrealized
FIX COMFORT SYS USA INC 0.0%
Value ($000) $703 (+3.8%) Shares 510 (-29.8%) Est. Cost $922.99 Unrealized +29.6%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $893 (+2.8%) Shares 2,728 (-2.5%) Est. Cost $285.32 Unrealized +15.9%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $269 (-8.3%) Shares 53,569 (-3.4%) Est. Cost $5.30 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $1,819 (-1.3%) Shares 10,759 (-1.3%) Est. Cost $168.97 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $468 (+5.2%) Shares 4,028 (-1.9%) Est. Cost $108.49 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $395 (-5.4%) Shares 7,150 (-5.6%) Est. Cost $51.86 Unrealized +8.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $619 (-3.5%) Shares 801 (-3.6%) Est. Cost $678.68 Unrealized +13.3%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $410 (-5.2%) Shares 2,044 (-2.5%) Est. Cost $206.52 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $631 (+3.5%) Shares 29,355 (-19.7%) Est. Cost $13.89 Unrealized +62.1%
FXD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $247 (-8.0%) Shares 3,855 (-1.8%) Est. Cost $68.37 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $673 (-2.5%) Shares 6,714 (-3.1%) Est. Cost $99.54 Unrealized
STNE STONECO LTD 0.0%
Value ($000) $200 (-7.7%) Shares 14,134 (-3.3%) Est. Cost $14.79 Unrealized
IQLT ISHARES TR 0.0%
Value ($000) $235 (-6.4%) Shares 5,089 (-8.0%) Est. Cost $45.45 Unrealized
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $255 (+6.8%) Shares 2,464 (-1.7%) Est. Cost $94.91 Unrealized +11.9%
L LOEWS CORP 0.0%
Value ($000) $283 (-5.4%) Shares 2,649 (-6.6%) Est. Cost $103.22 Unrealized +3.1%
NOBL PROSHARES TR 0.0%
Value ($000) $2,460 (+0.6%) Shares 23,196 (-1.2%) Est. Cost $104.11 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $374 (-3.9%) Shares 19,900 (-8.7%) Est. Cost $17.39 Unrealized +28.4%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $503 (+2.8%) Shares 1,654 (-2.9%) Est. Cost $272.20 Unrealized +12.1%
FSM FORTUNA MNG CORP 0.0%
Value ($000) $268 (-4.1%) Shares 27,000 (-5.3%) Est. Cost $9.00 Unrealized +21.6%
DTE DTE ENERGY CO 0.0%
Value ($000) $229 (+5.3%) Shares 1,564 (-7.1%) Est. Cost $134.80 Unrealized +1.5%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $250 (-4.3%) Shares 5,331 (-4.0%) Est. Cost $47.08 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $698 (-1.6%) Shares 13,964 (-10.7%) Est. Cost $45.35 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $365 (-2.9%) Shares 4,159 (-1.2%) Est. Cost $89.43 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $1,154 (-0.9%) Shares 2,121 (-2.9%) Est. Cost $565.09 Unrealized +6.7%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $225 (-4.2%) Shares 1,688 (-10.4%) Est. Cost $126.61 Unrealized +15.0%
RUSHA RUSH ENTERPRISES INC 0.0%
Value ($000) $1,330 (+0.7%) Shares 20,124 (-17.8%) Est. Cost $51.95 Unrealized +26.7%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $201 (-4.4%) Shares 2,441 (-3.0%) Est. Cost $83.66 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $511 (-1.6%) Shares 5,317 (-1.7%) Est. Cost $91.50 Unrealized +4.8%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $317 (+2.7%) Shares 1,561 (-14.2%) Est. Cost $167.85 Unrealized +22.7%
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $656 (-1.3%) Shares 9,206 (-5.5%) Est. Cost $68.19 Unrealized
PAAS PAN AMERN SILVER CORP 0.0%
Value ($000) $246 (+3.2%) Shares 4,510 (-2.2%) Est. Cost $41.86 Unrealized +39.5%
SLVP ISHARES INC 0.0%
Value ($000) $224 (-3.3%) Shares 6,313 (-6.5%) Est. Cost $34.27 Unrealized
GTLS CHART INDS INC 0.0%
Value ($000) $235 (-3.0%) Shares 1,137 (-3.2%) Est. Cost $202.64 Unrealized +2.2%
SGOV ISHARES TR 0.0%
Value ($000) $585 (-1.1%) Shares 5,810 (-1.4%) Est. Cost $100.39 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $240 (+2.4%) Shares 5,271 (-1.3%) Est. Cost $43.95 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $258 (+1.6%) Shares 2,988 (-10.0%) Est. Cost $76.49 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $257 (-1.4%) Shares 5,069 (-12.9%) Est. Cost $45.73 Unrealized +3.0%
VTRS VIATRIS INC 0.0%
Value ($000) $307 (-1.1%) Shares 22,742 (-8.9%) Est. Cost $10.72 Unrealized +31.4%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $283 (-1.2%) Shares 6,558 (-1.6%) Est. Cost $42.94 Unrealized
RNST RENASANT CORP 0.0%
Value ($000) $418 (-0.7%) Shares 11,560 (-3.2%) Est. Cost $35.43 Unrealized +8.4%
BHP BHP BILLITON LIMITED 0.0%
Value ($000) $301 (+0.7%) Shares 4,140 (-16.4%) Est. Cost $60.40 Unrealized
XSD SPDR SERIES TRUST 0.0%
Value ($000) $241 (-0.7%) Shares 738 (-2.1%) Est. Cost $321.64 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $261 (+0.1%) Shares 1,776 (-14.5%) Est. Cost $127.92 Unrealized +23.5%
SCZ ISHARES TR 0.0%
Value ($000) $631 (+0.1%) Shares 8,044 (-1.1%) Est. Cost $77.53 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $1,731 (-0.0%) Shares 15,991 (-7.8%) Est. Cost $90.20 Unrealized +31.0%

Unchanged Positions (281)

MSFT MICROSOFT CORP 2.0%
Value ($000) $266,501 Shares 719,898 Est. Cost $500.58 Unrealized -13.2%
IWF ISHARES TR 4.5%
Value ($000) $590,435 Shares 1,384,642 Est. Cost $473.32 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $367,768 Shares 1,449,050 Est. Cost $268.34 Unrealized -2.1%
LLY ELI LILLY & CO 1.0%
Value ($000) $130,638 Shares 142,018 Est. Cost $955.55 Unrealized +9.6%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $181,477 Shares 616,866 Est. Cost $309.53 Unrealized +0.6%
AMZN AMAZON COM INC 1.2%
Value ($000) $153,939 Shares 739,129 Est. Cost $228.79 Unrealized -0.9%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $108,405 Shares 443,454 Est. Cost $197.01 Unrealized +15.7%
V VISA INC 0.7%
Value ($000) $92,240 Shares 305,167 Est. Cost $340.38 Unrealized -3.3%
GOOGL ALPHABET INC 1.4%
Value ($000) $182,202 Shares 633,570 Est. Cost $285.60 Unrealized +13.2%
COST COSTCO WHOLESALE CORPORATION 0.6%
Value ($000) $77,588 Shares 77,853 Est. Cost $905.73 Unrealized +6.4%
PWR QUANTA SVCS INC 0.3%
Value ($000) $37,746 Shares 68,750 Est. Cost $439.27 Unrealized +10.7%
HGER HARBOR ETF TRUST 0.3%
Value ($000) $41,455 Shares 1,336,589 Est. Cost $24.82 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $16,736 Shares 160,080 Est. Cost $171.54 Unrealized -29.4%
IWD ISHARES TR 5.3%
Value ($000) $693,546 Shares 3,245,825 Est. Cost $210.34 Unrealized
WMT WALMART INC 0.4%
Value ($000) $57,867 Shares 465,593 Est. Cost $107.20 Unrealized +13.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $32,584 Shares 649,064 Est. Cost $40.48 Unrealized +8.2%
IWM ISHARES TR 2.0%
Value ($000) $265,235 Shares 1,069,445 Est. Cost $246.17 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $82,145 Shares 249,705 Est. Cost $364.59 Unrealized +3.4%
DVY ISHARES TR 0.3%
Value ($000) $45,427 Shares 300,002 Est. Cost $141.15 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $22,849 Shares 346,237 Est. Cost $59.36 Unrealized +6.2%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $43,073 Shares 74,574 Est. Cost $614.73 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $67,724 Shares 311,375 Est. Cost $227.54 Unrealized -2.2%
TSLA TESLA INC 0.1%
Value ($000) $13,265 Shares 35,682 Est. Cost $443.29 Unrealized -3.9%
AMGN AMGEN INC 0.3%
Value ($000) $37,549 Shares 106,694 Est. Cost $315.95 Unrealized +10.7%
KKR KKR & CO INC 0.0%
Value ($000) $6,262 Shares 67,697 Est. Cost $124.29 Unrealized -7.7%
MPC MARATHON PETE CORP 0.1%
Value ($000) $6,876 Shares 28,156 Est. Cost $186.40 Unrealized -0.9%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $13,748 Shares 11,862 Est. Cost $1310.75 Unrealized +3.9%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $12,546 Shares 36,348 Est. Cost $288.43 Unrealized +19.0%
SONY SONY GROUP CORP 0.1%
Value ($000) $7,062 Shares 341,143 Est. Cost $25.60 Unrealized
IWR ISHARES TR 0.9%
Value ($000) $121,880 Shares 1,253,521 Est. Cost $96.27 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $24,500 Shares 532,944 Est. Cost $45.80 Unrealized +11.7%
RTX RTX CORPORATION 0.3%
Value ($000) $33,151 Shares 171,837 Est. Cost $173.32 Unrealized +13.4%
PRF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $60,167 Shares 1,265,634 Est. Cost $46.93 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.1%
Value ($000) $7,012 Shares 24,138 Est. Cost $251.65 Unrealized +7.9%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $9,007 Shares 82,117 Est. Cost $121.75 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $6,902 Shares 89,539 Est. Cost $89.25 Unrealized +0.3%
SNA SNAP ON INC 0.1%
Value ($000) $19,520 Shares 53,741 Est. Cost $340.47 Unrealized +9.1%
CCJ CAMECO CORP 0.0%
Value ($000) $5,402 Shares 49,733 Est. Cost $89.94 Unrealized +29.3%
GSK GSK PLC 0.1%
Value ($000) $7,762 Shares 140,630 Est. Cost $49.04 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $17,537 Shares 92,497 Est. Cost $181.22 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $14,173 Shares 72,295 Est. Cost $182.09 Unrealized +13.9%
WMB WILLIAMS COS INC 0.0%
Value ($000) $4,054 Shares 55,696 Est. Cost $60.06 Unrealized +10.5%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $11,677 Shares 57,399 Est. Cost $224.60 Unrealized -1.3%
BN BROOKFIELD CORP 0.0%
Value ($000) $4,749 Shares 117,343 Est. Cost $45.55 Unrealized +2.5%
BAP CREDICORP LTD 0.0%
Value ($000) $4,272 Shares 12,594 Est. Cost $264.77 Unrealized +27.2%
GLDM WORLD GOLD TR 0.1%
Value ($000) $9,189 Shares 99,139 Est. Cost $85.37 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $52,464 Shares 925,552 Est. Cost $57.24 Unrealized
FN FABRINET 0.0%
Value ($000) $4,958 Shares 9,507 Est. Cost $435.01 Unrealized +13.2%
CSX CSX CORP 0.0%
Value ($000) $5,759 Shares 140,277 Est. Cost $35.70 Unrealized +7.9%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $5,414 Shares 185,840 Est. Cost $32.62 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $12,357 Shares 104,318 Est. Cost $113.72 Unrealized
NTRA NATERA INC 0.0%
Value ($000) $3,855 Shares 19,276 Est. Cost $208.59 Unrealized +8.3%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $2,962 Shares 10,113 Est. Cost $336.70 Unrealized +4.4%
JHSC JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $18,230 Shares 424,936 Est. Cost $42.00 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $18,354 Shares 126,832 Est. Cost $141.16 Unrealized
PAR PAR TECHNOLOGY CORP 0.0%
Value ($000) $311 Shares 23,353 Est. Cost $36.08 Unrealized -21.6%
DIA STATE STR SPDR DOW JONES IND 0.1%
Value ($000) $10,903 Shares 23,534 Est. Cost $480.63 Unrealized
COO COOPER COS INC 0.0%
Value ($000) $3,499 Shares 48,944 Est. Cost $74.85 Unrealized +9.7%
FDX FEDEX CORP 0.0%
Value ($000) $2,584 Shares 7,250 Est. Cost $261.56 Unrealized +29.6%
VIOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $10,907 Shares 94,978 Est. Cost $110.96 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $16,193 Shares 241,151 Est. Cost $65.51 Unrealized
NHC NATIONAL HEALTHCARE CORP 0.0%
Value ($000) $3,074 Shares 19,250 Est. Cost $129.17 Unrealized +14.4%
IRTC IRHYTHM HOLDINGS INC 0.0%
Value ($000) $841 Shares 7,129 Est. Cost $177.21 Unrealized -10.5%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $14,922 Shares 86,460 Est. Cost $180.30 Unrealized -3.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $2,662 Shares 28,535 Est. Cost $80.03 Unrealized
SGOL ETFS GOLD TR 0.0%
Value ($000) $4,816 Shares 107,937 Est. Cost $41.08 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $1,971 Shares 14,552 Est. Cost $157.23 Unrealized +2.7%
AZTA AZENTA INC 0.0%
Value ($000) $655 Shares 31,020 Est. Cost $32.68 Unrealized +5.9%
VALQ AMERICAN CENTY ETF TR 0.1%
Value ($000) $14,841 Shares 228,169 Est. Cost $66.16 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $5,606 Shares 13,449 Est. Cost $413.59 Unrealized +2.1%
IWO ISHARES TR 0.1%
Value ($000) $12,313 Shares 39,223 Est. Cost $323.12 Unrealized
BP BP PLC 0.0%
Value ($000) $1,340 Shares 28,493 Est. Cost $34.74 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $45,105 Shares 312,265 Est. Cost $147.17 Unrealized +3.1%
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $46,162 Shares 97,544 Est. Cost $463.73 Unrealized +7.4%
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value ($000) $927 Shares 12,175 Est. Cost $47.08 Unrealized +38.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $1,055 Shares 19,999 Est. Cost $68.36 Unrealized
MOG/A MOOG INC 0.0%
Value ($000) $1,884 Shares 6,438 Est. Cost $219.17 Unrealized +38.0%
JBL JABIL INC 0.0%
Value ($000) $2,038 Shares 7,670 Est. Cost $213.29 Unrealized +16.3%
AXSM AXSOME THERAPEUTICS INC. 0.0%
Value ($000) $3,865 Shares 22,865 Est. Cost $139.61 Unrealized +29.1%
UYG PROSHARES TR 0.0%
Value ($000) $1,101 Shares 15,000 Est. Cost $91.78 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $1,337 Shares 3,391 Est. Cost $300.56 Unrealized +16.2%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $1,044 Shares 29,411 Est. Cost $41.17 Unrealized -0.7%
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $4,280 Shares 54,077 Est. Cost $84.32 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $716 Shares 10,891 Est. Cost $40.78 Unrealized +21.4%
IWY ISHARES TR 0.0%
Value ($000) $2,093 Shares 8,411 Est. Cost $276.97 Unrealized
THRM GENTHERM INC 0.0%
Value ($000) $738 Shares 26,575 Est. Cost $36.01 Unrealized -3.2%
MKL MARKEL GROUP INC 0.0%
Value ($000) $1,793 Shares 937 Est. Cost $2025.92 Unrealized +2.6%
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $6,942 Shares 258,455 Est. Cost $27.52 Unrealized
ITT ITT INC 0.0%
Value ($000) $2,331 Shares 12,235 Est. Cost $179.17 Unrealized +6.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4,043 Shares 49,320 Est. Cost $77.69 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1,920 Shares 4,319 Est. Cost $473.82 Unrealized +5.6%
OKLO OKLO INC 0.0%
Value ($000) $447 Shares 9,007 Est. Cost $111.52 Unrealized -28.0%
SXI STANDEX INTL CORP 0.0%
Value ($000) $1,317 Shares 5,168 Est. Cost $231.82 Unrealized +6.6%
HSTM HEALTHSTREAM INC 0.0%
Value ($000) $1,719 Shares 82,997 Est. Cost $25.15 Unrealized -15.0%
EFX EQUIFAX INC 0.0%
Value ($000) $909 Shares 5,045 Est. Cost $218.67 Unrealized -6.6%
ACIW ACI WORLDWIDE INC 0.0%
Value ($000) $1,100 Shares 26,831 Est. Cost $48.52 Unrealized -11.6%
VRSN VERISIGN INC 0.1%
Value ($000) $8,865 Shares 35,694 Est. Cost $250.80 Unrealized -6.1%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $847 Shares 24,975 Est. Cost $38.43 Unrealized +8.6%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $2,025 Shares 18,579 Est. Cost $119.42 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $647 Shares 3,707 Est. Cost $297.98 Unrealized -32.7%
GMAB GENMAB A/S 0.0%
Value ($000) $1,273 Shares 47,441 Est. Cost $30.80 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $1,455 Shares 26,148 Est. Cost $59.45 Unrealized +13.4%
COHEN & STEERS LTD DURATION 0.0%
Value ($000) $3,344 Shares 167,427 Est. Cost $21.17 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $3,601 Shares 104,571 Est. Cost $33.94 Unrealized +9.3%
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $359 Shares 69,366 Est. Cost $9.41 Unrealized -17.3%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $1,162 Shares 22,229 Est. Cost $60.72 Unrealized +5.5%
CXT CRANE NXT CO 0.0%
Value ($000) $853 Shares 21,009 Est. Cost $58.99 Unrealized -12.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $823 Shares 6,557 Est. Cost $146.65 Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $379 Shares 5,482 Est. Cost $42.20 Unrealized +33.5%
ITOT ISHARES TR 0.0%
Value ($000) $3,504 Shares 24,601 Est. Cost $148.70 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $336 Shares 707 Est. Cost $305.03 Unrealized +22.4%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $870 Shares 1,665 Est. Cost $549.70 Unrealized +21.9%
RTO RENTOKIL INITIAL PLC 0.0%
Value ($000) $1,795 Shares 57,033 Est. Cost $29.46 Unrealized
ILDR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $1,259 Shares 42,289 Est. Cost $32.99 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $532 Shares 3,237 Est. Cost $140.75 Unrealized -15.4%
UUUU ENERGY FUELS INC 0.0%
Value ($000) $614 Shares 33,646 Est. Cost $16.97 Unrealized +27.3%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $576 Shares 8,465 Est. Cost $76.31 Unrealized -0.1%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $400 Shares 26,581 Est. Cost $15.87 Unrealized +2.8%
FCN FTI CONSULTING INC 0.0%
Value ($000) $3,060 Shares 17,312 Est. Cost $164.86 Unrealized +4.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $292 Shares 1,908 Est. Cost $181.15 Unrealized +4.2%
ATLC ATLANTICUS HOLDINGS CORP 0.0%
Value ($000) $387 Shares 7,380 Est. Cost $58.82 Unrealized -2.6%
EXP EAGLE MATLS INC 0.0%
Value ($000) $1,120 Shares 5,911 Est. Cost $220.50 Unrealized +2.1%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $2,247 Shares 31,688 Est. Cost $74.17 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $647 Shares 6,615 Est. Cost $106.51 Unrealized +0.8%
KIM KIMCO REALTY CORP 0.0%
Value ($000) $1,001 Shares 44,538 Est. Cost $20.57 Unrealized -2.5%
HEI HEICO CORP NEW 0.0%
Value ($000) $528 Shares 1,925 Est. Cost $315.99 Unrealized +7.3%
EVRG EVERGY INC 0.0%
Value ($000) $807 Shares 9,848 Est. Cost $75.45 Unrealized +2.4%
ABCB AMERIS BANCORP 0.0%
Value ($000) $1,752 Shares 22,460 Est. Cost $74.22 Unrealized +9.2%
LYTS LSI INDS INC OHIO 0.0%
Value ($000) $5,918 Shares 318,197 Est. Cost $20.32 Unrealized +4.6%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $1,491 Shares 4,990 Est. Cost $314.83 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $1,278 Shares 17,017 Est. Cost $80.39 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $1,066 Shares 3,239 Est. Cost $301.58 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value ($000) $650 Shares 58,776 Est. Cost $12.35 Unrealized -2.6%
CVNA CARVANA CO 0.0%
Value ($000) $235 Shares 747 Est. Cost $371.73 Unrealized +9.9%
MEG MONTROSE ENVIRONMENTAL GROUP 0.0%
Value ($000) $598 Shares 27,333 Est. Cost $26.42 Unrealized -10.7%
NVMI NOVA LTD 0.0%
Value ($000) $319 Shares 734 Est. Cost $321.49 Unrealized +36.4%
ATEN A10 NETWORKS INC 0.0%
Value ($000) $329 Shares 14,209 Est. Cost $17.63 Unrealized +4.3%
SKYY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $419 Shares 3,832 Est. Cost $130.15 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $444 Shares 13,565 Est. Cost $38.72 Unrealized
UBS UBS GROUP AG 0.0%
Value ($000) $396 Shares 10,126 Est. Cost $40.40 Unrealized +12.8%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $859 Shares 7,774 Est. Cost $102.01 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $3,209 Shares 46,861 Est. Cost $67.13 Unrealized
CMCO COLUMBUS MCKINNON CORP N Y 0.0%
Value ($000) $336 Shares 23,140 Est. Cost $15.95 Unrealized +27.5%
AGI ALAMOS GOLD INC 0.0%
Value ($000) $465 Shares 10,475 Est. Cost $34.84 Unrealized +22.1%
INFY INFOSYS LTD 0.0%
Value ($000) $186 Shares 13,753 Est. Cost $17.82 Unrealized
NVT NVENT ELEC PLC 0.0%
Value ($000) $404 Shares 3,412 Est. Cost $103.61 Unrealized +8.4%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $3,070 Shares 83,893 Est. Cost $35.92 Unrealized
CRWS CROWN CRAFTS INC 0.0%
Value ($000) $779 Shares 302,695 Est. Cost $2.72 Unrealized +8.0%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $838 Shares 44,884 Est. Cost $21.72 Unrealized +3.2%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $308 Shares 520 Est. Cost $465.69 Unrealized +3.2%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $504 Shares 1,793 Est. Cost $248.74 Unrealized +9.4%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $470 Shares 47,520 Est. Cost $9.84 Unrealized +22.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $344 Shares 4,835 Est. Cost $77.91 Unrealized +5.6%
ALL ALLSTATE CORP 0.0%
Value ($000) $4,380 Shares 21,121 Est. Cost $204.09 Unrealized -0.6%
UPXI UPEXI INC 0.0%
Value ($000) $70 Shares 70,720 Est. Cost $3.78 Unrealized -59.1%
BLCO BAUSCH PLUS LOMB CORP 0.0%
Value ($000) $659 Shares 41,424 Est. Cost $15.86 Unrealized +8.6%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $570 Shares 2,728 Est. Cost $231.27 Unrealized -0.6%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $6,462 Shares 24,666 Est. Cost $258.04 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $1,414 Shares 15,983 Est. Cost $91.45 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $5,239 Shares 5,849 Est. Cost $817.77 Unrealized +17.1%
MWA MUELLER WTR PRODS INC 0.0%
Value ($000) $353 Shares 12,829 Est. Cost $24.69 Unrealized +11.2%
MPX MARINE PRODS CORP 0.0%
Value ($000) $222 Shares 30,565 Est. Cost $8.44 Unrealized +4.0%
SMBK SMARTFINANCIAL INC 0.0%
Value ($000) $850 Shares 21,763 Est. Cost $36.20 Unrealized +10.9%
FDIQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $439 Shares 6,406 Est. Cost $61.88 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $245 Shares 855 Est. Cost $228.49 Unrealized +15.2%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $936 Shares 3,172 Est. Cost $309.04 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $519 Shares 151,322 Est. Cost $3.99 Unrealized +9.6%
GNTX GENTEX CORP 0.0%
Value ($000) $616 Shares 28,186 Est. Cost $24.11 Unrealized -0.3%
RBA RB GLOBAL INC 0.0%
Value ($000) $637 Shares 6,650 Est. Cost $101.58 Unrealized +8.3%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $476 Shares 6,972 Est. Cost $72.55 Unrealized +3.9%
IVE ISHARES TR 0.1%
Value ($000) $12,867 Shares 60,926 Est. Cost $212.10 Unrealized
SRE SEMPRA 0.0%
Value ($000) $466 Shares 4,796 Est. Cost $90.54 Unrealized -1.1%
WPC WP CAREY INC 0.0%
Value ($000) $684 Shares 10,072 Est. Cost $64.36 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $988 Shares 20,396 Est. Cost $46.59 Unrealized
QINT AMERICAN CENTY ETF TR 0.0%
Value ($000) $2,253 Shares 34,410 Est. Cost $64.24 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $2,424 Shares 126,071 Est. Cost $18.94 Unrealized
TLN TALEN ENERGY CORP 0.0%
Value ($000) $208 Shares 652 Est. Cost $388.68 Unrealized -5.3%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $598 Shares 4,777 Est. Cost $132.37 Unrealized
SPTI SPDR SERIES TRUST 0.0%
Value ($000) $6,184 Shares 215,749 Est. Cost $28.84 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $472 Shares 10,968 Est. Cost $45.79 Unrealized +8.1%
ABNB AIRBNB INC 0.0%
Value ($000) $493 Shares 3,905 Est. Cost $124.53 Unrealized +3.9%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $571 Shares 7,040 Est. Cost $71.49 Unrealized +35.8%
RES RPC INC 0.0%
Value ($000) $142 Shares 20,000 Est. Cost $5.15 Unrealized +16.0%
GDOT GREEN DOT CORP 0.0%
Value ($000) $231 Shares 20,559 Est. Cost $12.42 Unrealized -2.0%
IYM ISHARES TR 0.0%
Value ($000) $257 Shares 1,459 Est. Cost $154.19 Unrealized
EZM WISDOMTREE TR 0.0%
Value ($000) $5,840 Shares 86,876 Est. Cost $66.80 Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value ($000) $294 Shares 2,241 Est. Cost $114.81 Unrealized +9.8%
SN SHARKNINJA INC 0.0%
Value ($000) $447 Shares 4,223 Est. Cost $98.55 Unrealized +24.5%
CPA COPA HOLDINGS SA 0.0%
Value ($000) $380 Shares 3,342 Est. Cost $121.26 Unrealized +14.5%
STAG STAG INDUSTRIAL INC 0.0%
Value ($000) $1,118 Shares 30,997 Est. Cost $36.76 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $1,510 Shares 11,168 Est. Cost $131.57 Unrealized +3.9%
LVHD LEGG MASON ETF INVT 0.0%
Value ($000) $397 Shares 9,338 Est. Cost $39.88 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $220 Shares 7,305 Est. Cost $33.82 Unrealized +9.1%
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $216 Shares 2,972 Est. Cost $84.49 Unrealized +5.4%
AZO AUTOZONE INC 0.0%
Value ($000) $4,205 Shares 1,245 Est. Cost $3777.86 Unrealized -4.0%
VLUE ISHARES TR 0.0%
Value ($000) $565 Shares 3,968 Est. Cost $136.80 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value ($000) $274 Shares 1,293 Est. Cost $171.51 Unrealized +24.7%
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $586 Shares 6,194 Est. Cost $90.97 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $256 Shares 1,646 Est. Cost $168.28 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $1,403 Shares 6,815 Est. Cost $209.18 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $506 Shares 1,796 Est. Cost $301.37 Unrealized -0.1%
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $494 Shares 9,010 Est. Cost $52.44 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3,144 Shares 43,796 Est. Cost $71.76 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $223 Shares 39,768 Est. Cost $6.17 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $206 Shares 573 Est. Cost $393.92 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $257 Shares 3,478 Est. Cost $68.91 Unrealized -0.8%
GSAT GLOBALSTAR INC 0.0%
Value ($000) $238 Shares 3,579 Est. Cost $55.22 Unrealized +11.3%
VPU VANGUARD WORLD FD 0.0%
Value ($000) $286 Shares 1,442 Est. Cost $185.18 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $928 Shares 19,721 Est. Cost $46.09 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $205 Shares 2,145 Est. Cost $104.04 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $443 Shares 14,692 Est. Cost $31.21 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $2,796 Shares 30,837 Est. Cost $89.63 Unrealized +5.6%
EFAV ISHARES TR 0.0%
Value ($000) $271 Shares 2,966 Est. Cost $86.25 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $965 Shares 24,820 Est. Cost $39.59 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $1,147 Shares 19,832 Est. Cost $57.27 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $411 Shares 6,430 Est. Cost $66.43 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $935 Shares 9,886 Est. Cost $93.94 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $4,343 Shares 433,893 Est. Cost $10.11 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $1,346 Shares 11,447 Est. Cost $122.44 Unrealized +7.3%
VTR VENTAS INC 0.0%
Value ($000) $257 Shares 3,140 Est. Cost $74.98 Unrealized +3.1%
IEF ISHARES TR 0.1%
Value ($000) $8,007 Shares 83,899 Est. Cost $96.16 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $768 Shares 26,404 Est. Cost $28.49 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $465 Shares 17,007 Est. Cost $29.30 Unrealized -3.9%
HEFA ISHARES TR 0.0%
Value ($000) $427 Shares 10,039 Est. Cost $41.36 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $815 Shares 2,963 Est. Cost $281.58 Unrealized +9.7%
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $260 Shares 903 Est. Cost $301.00 Unrealized
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $428 Shares 2,515 Est. Cost $180.87 Unrealized -6.4%
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $317 Shares 1,996 Est. Cost $163.59 Unrealized
ARLO ARLO TECHNOLOGIES INC 0.0%
Value ($000) $545 Shares 38,287 Est. Cost $15.74 Unrealized -18.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $320 Shares 4,616 Est. Cost $69.55 Unrealized +0.8%
BGC BGC GROUP INC 0.0%
Value ($000) $102 Shares 10,443 Est. Cost $8.99 Unrealized +1.3%
IBTO ISHARES TR 0.0%
Value ($000) $1,553 Shares 63,679 Est. Cost $24.56 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $806 Shares 19,606 Est. Cost $41.53 Unrealized
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $630 Shares 6,837 Est. Cost $91.56 Unrealized +16.1%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $1,158 Shares 36,765 Est. Cost $30.87 Unrealized +10.5%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $164 Shares 35,395 Est. Cost $4.86 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $291 Shares 2,010 Est. Cost $141.21 Unrealized
TDVG T ROWE PRICE ETF INC 0.0%
Value ($000) $1,662 Shares 37,239 Est. Cost $44.98 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $716 Shares 8,173 Est. Cost $83.66 Unrealized +12.4%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $919 Shares 4,596 Est. Cost $200.06 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $490 Shares 10,048 Est. Cost $45.81 Unrealized +12.5%
EATON VANCE SR FLTNG RTE TR 0.0%
Value ($000) $113 Shares 10,702 Est. Cost $11.14 Unrealized
MTW MANITOWOC CO INC 0.0%
Value ($000) $197 Shares 16,875 Est. Cost $11.38 Unrealized +21.8%
IMCG ISHARES TR 0.0%
Value ($000) $384 Shares 4,870 Est. Cost $79.84 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $444 Shares 4,791 Est. Cost $94.19 Unrealized
FNX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $289 Shares 2,255 Est. Cost $125.98 Unrealized
PBOC PGIM ROCK ETF TR 0.0%
Value ($000) $342 Shares 11,900 Est. Cost $29.17 Unrealized
PBDE PGIM ROCK ETF TR 0.0%
Value ($000) $290 Shares 9,987 Est. Cost $29.47 Unrealized
KBE SPDR SERIES TRUST 0.0%
Value ($000) $243 Shares 4,087 Est. Cost $60.70 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $411 Shares 8,628 Est. Cost $48.09 Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $145 Shares 10,000 Est. Cost $12.62 Unrealized +23.0%
WCMI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $292 Shares 17,433 Est. Cost $17.02 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $259 Shares 6,087 Est. Cost $43.66 Unrealized
AFLG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $335 Shares 8,674 Est. Cost $39.13 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $400 Shares 5,691 Est. Cost $70.98 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $2,407 Shares 107,299 Est. Cost $22.47 Unrealized
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $46 Shares 10,000 Est. Cost $5.00 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $2,244 Shares 34,427 Est. Cost $64.84 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $1,664 Shares 10,077 Est. Cost $168.76 Unrealized +9.4%
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $848 Shares 16,769 Est. Cost $50.47 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $481 Shares 9,509 Est. Cost $50.46 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $4,118 Shares 29,592 Est. Cost $135.45 Unrealized +4.7%
ILCV ISHARES TR 0.0%
Value ($000) $300 Shares 3,225 Est. Cost $94.41 Unrealized
DECM FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $491 Shares 15,033 Est. Cost $32.85 Unrealized
STPZ PIMCO ETF TR 0.0%
Value ($000) $279 Shares 5,150 Est. Cost $53.66 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $315 Shares 2,311 Est. Cost $135.75 Unrealized +10.5%
IVOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $209 Shares 2,049 Est. Cost $101.07 Unrealized
GATX GATX CORP 0.0%
Value ($000) $260 Shares 1,522 Est. Cost $164.34 Unrealized +12.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $345 Shares 14,202 Est. Cost $24.37 Unrealized
SPTB SPDR SERIES TRUST 0.0%
Value ($000) $1,783 Shares 58,922 Est. Cost $30.43 Unrealized
GNMA ISHARES TR 0.0%
Value ($000) $279 Shares 6,302 Est. Cost $44.54 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $340 Shares 7,212 Est. Cost $47.07 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $235 Shares 2,268 Est. Cost $102.62 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $264 Shares 13,511 Est. Cost $19.58 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $307 Shares 6,689 Est. Cost $45.89 Unrealized
PULS PGIM ETF TR 0.0%
Value ($000) $291 Shares 5,880 Est. Cost $49.59 Unrealized
XBIT XBIOTECH INC 0.0%
Value ($000) $28 Shares 11,796 Est. Cost $2.47 Unrealized +0.4%
ACI ALBERTSONS COS INC 0.0%
Value ($000) $395 Shares 23,196 Est. Cost $17.64 Unrealized -1.4%
GABELLI UTIL TR 0.0%
Value ($000) $91 Shares 15,076 Est. Cost $6.03 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $487 Shares 5,384 Est. Cost $91.21 Unrealized
APT ALPHA PRO TECH LTD 0.0%
Value ($000) $111 Shares 25,000 Est. Cost $4.60 Unrealized +7.1%