GREEN SQUARE CAPITAL ADVISORS LLC Diversified Active

CIK: 0001166308 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $724,291 (100.0% shares, 0.0% debt)

Holdings (171)

VOO VANGUARD S&P 500 ETF 28.6%
Value ($000) $207,082 Shares 414,057 Est. Cost $104.78 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 18.3%
Value ($000) $132,262 Shares 276,058 Est. Cost $68.10 Unrealized
NVDA NVIDIA CORPORATION COM 6.2%
Value ($000) $44,691 Shares 361,754 Est. Cost $95.91 Unrealized +5.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 4.6%
Value ($000) $33,077 Shares 84,568 Est. Cost $286.16 Unrealized
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 4.5%
Value ($000) $32,572 Shares 633,827 Est. Cost $41.51 Unrealized
GOOGL ALPHABET INC CAP STK CL A 3.1%
Value ($000) $22,566 Shares 123,885 Est. Cost $111.06 Unrealized +50.7%
IVV ISHARES CORE S&P 500 ETF 2.0%
Value ($000) $14,839 Shares 27,116 Est. Cost $378.62 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.7%
Value ($000) $12,027 Shares 22,100 Est. Cost $517.24 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $9,860 Shares 24,238 Est. Cost $210.18 Unrealized +94.4%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 1.0%
Value ($000) $7,499 Shares 391,105 Est. Cost $19.00 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $6,773 Shares 58,832 Est. Cost $79.28 Unrealized +38.9%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.9%
Value ($000) $6,190 Shares 440,545 Est. Cost $14.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.8%
Value ($000) $5,854 Shares 118,462 Est. Cost $45.47 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.8%
Value ($000) $5,581 Shares 27,591 Est. Cost $53.25 Unrealized +255.2%
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $5,450 Shares 12,193 Est. Cost $242.81 Unrealized +71.9%
AAPL APPLE INC COM 0.7%
Value ($000) $5,393 Shares 25,604 Est. Cost $138.43 Unrealized +33.7%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $5,053 Shares 26,147 Est. Cost $125.97 Unrealized +45.8%
KO COCA COLA CO COM 0.7%
Value ($000) $4,891 Shares 76,834 Est. Cost $36.30 Unrealized +62.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.6%
Value ($000) $4,600 Shares 8,596 Est. Cost $424.70 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.5%
Value ($000) $3,511 Shares 32,950 Est. Cost $105.21 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.4%
Value ($000) $3,213 Shares 5,573 Est. Cost $342.90 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.4%
Value ($000) $3,152 Shares 108,779 Est. Cost $38.75 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $3,026 Shares 16,499 Est. Cost $101.48 Unrealized +66.4%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $2,741 Shares 17,522 Est. Cost $129.33 Unrealized +14.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.3%
Value ($000) $2,459 Shares 25,332 Est. Cost $101.50 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.3%
Value ($000) $2,448 Shares 26,669 Est. Cost $91.48 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $2,448 Shares 12,288 Est. Cost $110.06 Unrealized +65.7%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $2,438 Shares 122,692 Est. Cost $13.63 Unrealized +30.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.3%
Value ($000) $2,302 Shares 8,769 Est. Cost $210.95 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $2,283 Shares 27,995 Est. Cost $55.72 Unrealized +32.6%
SO SOUTHERN CO COM 0.3%
Value ($000) $2,156 Shares 27,788 Est. Cost $47.28 Unrealized +51.8%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $2,105 Shares 10,821 Est. Cost $158.87 Unrealized +10.9%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.3%
Value ($000) $2,100 Shares 95,252 Est. Cost $18.69 Unrealized
T AT&T INC COM 0.3%
Value ($000) $2,053 Shares 107,448 Est. Cost $15.46 Unrealized +4.5%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $2,008 Shares 42,272 Est. Cost $39.06 Unrealized +15.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $1,994 Shares 12,137 Est. Cost $154.56 Unrealized
GSST GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF 0.3%
Value ($000) $1,986 Shares 39,440 Est. Cost $50.17 Unrealized
C CITIGROUP INC COM NEW 0.3%
Value ($000) $1,981 Shares 31,210 Est. Cost $45.64 Unrealized +28.6%
PRU PRUDENTIAL FINL INC COM 0.3%
Value ($000) $1,977 Shares 16,871 Est. Cost $95.61 Unrealized +11.7%
MMM 3M CO COM 0.3%
Value ($000) $1,968 Shares 19,257 Est. Cost $84.15 Unrealized +12.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.3%
Value ($000) $1,932 Shares 19,274 Est. Cost $66.77 Unrealized +41.2%
DDS DILLARDS INC CL A 0.3%
Value ($000) $1,901 Shares 4,316 Est. Cost $293.10 Unrealized +33.1%
IP INTERNATIONAL PAPER CO COM 0.3%
Value ($000) $1,887 Shares 43,728 Est. Cost $32.99 Unrealized +15.4%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.3%
Value ($000) $1,861 Shares 36,968 Est. Cost $50.10 Unrealized
ORI OLD REP INTL CORP COM 0.3%
Value ($000) $1,859 Shares 60,175 Est. Cost $19.12 Unrealized +36.0%
BBY BEST BUY INC COM 0.3%
Value ($000) $1,850 Shares 21,950 Est. Cost $63.34 Unrealized +15.5%
TPR TAPESTRY INC COM 0.3%
Value ($000) $1,828 Shares 42,718 Est. Cost $39.45 Unrealized +2.2%
CPB CAMPBELL SOUP CO COM 0.3%
Value ($000) $1,827 Shares 40,425 Est. Cost $38.13 Unrealized +10.1%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,796 Shares 39,421 Est. Cost $31.22 Unrealized +25.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $1,795 Shares 24,912 Est. Cost $71.84 Unrealized
NEM NEWMONT CORP COM 0.2%
Value ($000) $1,781 Shares 42,540 Est. Cost $37.29 Unrealized +6.2%
MET METLIFE INC COM 0.2%
Value ($000) $1,770 Shares 25,219 Est. Cost $59.82 Unrealized +13.9%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $1,769 Shares 10,226 Est. Cost $110.06 Unrealized +50.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $1,754 Shares 42,528 Est. Cost $35.32 Unrealized +3.3%
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $1,742 Shares 25,390 Est. Cost $54.36 Unrealized +16.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,717 Shares 23,632 Est. Cost $53.56 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.2%
Value ($000) $1,711 Shares 17,883 Est. Cost $61.39 Unrealized +41.4%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $1,697 Shares 43,342 Est. Cost $34.96 Unrealized +6.2%
PATTERSON COS INC COM 0.2%
Value ($000) $1,682 Shares 69,727 Est. Cost $24.12 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value ($000) $1,668 Shares 102,832 Est. Cost $11.13 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.2%
Value ($000) $1,661 Shares 11,645 Est. Cost $137.82 Unrealized -8.9%
EVRG EVERGY INC COM 0.2%
Value ($000) $1,653 Shares 31,209 Est. Cost $48.54 Unrealized +2.6%
EXC EXELON CORP COM 0.2%
Value ($000) $1,652 Shares 47,724 Est. Cost $30.11 Unrealized +15.4%
PCAR PACCAR INC COM 0.2%
Value ($000) $1,645 Shares 15,983 Est. Cost $64.13 Unrealized +61.7%
PFE PFIZER INC COM 0.2%
Value ($000) $1,641 Shares 58,654 Est. Cost $25.83 Unrealized -4.1%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $1,628 Shares 18,153 Est. Cost $66.65 Unrealized +31.5%
DOW DOW INC COM 0.2%
Value ($000) $1,602 Shares 30,202 Est. Cost $48.73 Unrealized +5.1%
WHR WHIRLPOOL CORP COM 0.2%
Value ($000) $1,578 Shares 15,442 Est. Cost $97.45 Unrealized 0.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.2%
Value ($000) $1,534 Shares 4,881 Est. Cost $295.77 Unrealized
KHC KRAFT HEINZ CO COM 0.2%
Value ($000) $1,526 Shares 47,359 Est. Cost $32.51 Unrealized +0.1%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.2%
Value ($000) $1,513 Shares 9,250 Est. Cost $75.15 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.2%
Value ($000) $1,459 Shares 10,663 Est. Cost $141.04 Unrealized -7.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $1,378 Shares 33,180 Est. Cost $47.85 Unrealized -14.3%
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $1,366 Shares 17,228 Est. Cost $71.46 Unrealized +24.3%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.2%
Value ($000) $1,312 Shares 22,632 Est. Cost $61.35 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,309 Shares 6,454 Est. Cost $198.58 Unrealized
BBDC BARINGS BDC INC COM 0.2%
Value ($000) $1,227 Shares 126,098 Est. Cost $7.35 Unrealized +7.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.2%
Value ($000) $1,119 Shares 10,704 Est. Cost $104.27 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $1,056 Shares 2,095 Est. Cost $337.25 Unrealized +43.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,028 Shares 4,110 Est. Cost $252.35 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $999 Shares 15,885 Est. Cost $54.29 Unrealized
PINNACLE FINL PARTNERS INC COM 0.1%
Value ($000) $966 Shares 12,073 Est. Cost $59.69 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $949 Shares 591 Est. Cost $71.30 Unrealized +93.1%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $937 Shares 10,000 Est. Cost $0.09 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $887 Shares 2,434 Est. Cost $210.36 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $869 Shares 1,022 Est. Cost $627.45 Unrealized +23.3%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $828 Shares 19,475 Est. Cost $21.72 Unrealized +73.6%
TRGP TARGA RES CORP COM 0.1%
Value ($000) $826 Shares 6,412 Est. Cost $64.04 Unrealized +76.7%
ISTR INVESTAR HLDG CORP COM 0.1%
Value ($000) $789 Shares 51,237 Est. Cost $16.59 Unrealized -4.7%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $783 Shares 43,858 Est. Cost $43.06 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $780 Shares 1,411 Est. Cost $549.85 Unrealized +3.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $774 Shares 8,491 Est. Cost $83.84 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $761 Shares 6,148 Est. Cost $80.20 Unrealized +51.8%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $750 Shares 6,560 Est. Cost $106.23 Unrealized +8.6%
NOW SERVICENOW INC COM 0.1%
Value ($000) $745 Shares 947 Est. Cost $134.79 Unrealized +8.9%
MUSA MURPHY USA INC COM 0.1%
Value ($000) $733 Shares 1,561 Est. Cost $128.55 Unrealized +236.3%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $701 Shares 5,794 Est. Cost $120.60 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $682 Shares 1,545 Est. Cost $346.19 Unrealized +30.5%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $670 Shares 3,073 Est. Cost $191.34 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $670 Shares 3,115 Est. Cost $154.64 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $651 Shares 2,482 Est. Cost $211.55 Unrealized +28.0%
SUPER MICRO COMPUTER INC COM 0.1%
Value ($000) $647 Shares 790 Est. Cost $1002.79 Unrealized
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $647 Shares 4,375 Est. Cost $147.92 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $646 Shares 13,629 Est. Cost $47.61 Unrealized -0.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $642 Shares 7,000 Est. Cost $91.78 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $626 Shares 1,383 Est. Cost $242.99 Unrealized +74.4%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $623 Shares 6,722 Est. Cost $76.29 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $608 Shares 17,914 Est. Cost $26.73 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $599 Shares 5,614 Est. Cost $99.36 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $586 Shares 647 Est. Cost $640.32 Unrealized +23.5%
EWJ ISHARES MSCI JAPAN ETF 0.1%
Value ($000) $573 Shares 8,400 Est. Cost $67.41 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $541 Shares 3,790 Est. Cost $126.96 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $531 Shares 3,093 Est. Cost $117.94 Unrealized +33.2%
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $522 Shares 4,090 Est. Cost $124.42 Unrealized
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $516 Shares 5,000 Est. Cost $53.68 Unrealized +45.7%
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 0.1%
Value ($000) $506 Shares 4,697 Est. Cost $106.46 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $505 Shares 6,850 Est. Cost $66.75 Unrealized +8.4%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.1%
Value ($000) $501 Shares 9,856 Est. Cost $50.74 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $489 Shares 1,420 Est. Cost $256.00 Unrealized +28.0%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $470 Shares 7,180 Est. Cost $43.91 Unrealized +44.7%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $451 Shares 2,217 Est. Cost $141.48 Unrealized +47.7%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $450 Shares 9,371 Est. Cost $25.26 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $449 Shares 1,009 Est. Cost $386.97 Unrealized +2.9%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $439 Shares 2,884 Est. Cost $138.67 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value ($000) $433 Shares 5,000 Est. Cost $62.67 Unrealized +44.9%
AMGN AMGEN INC COM 0.1%
Value ($000) $424 Shares 1,357 Est. Cost $247.34 Unrealized +12.9%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.1%
Value ($000) $413 Shares 7,302 Est. Cost $56.54 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $400 Shares 2,830 Est. Cost $112.59 Unrealized +8.6%
FDX FEDEX CORP COM 0.1%
Value ($000) $396 Shares 1,321 Est. Cost $149.66 Unrealized +68.2%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $388 Shares 600 Est. Cost $318.25 Unrealized +105.9%
ADBE ADOBE INC COM 0.1%
Value ($000) $377 Shares 678 Est. Cost $512.55 Unrealized -5.5%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $372 Shares 2,254 Est. Cost $142.26 Unrealized +10.5%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.1%
Value ($000) $370 Shares 7,251 Est. Cost $45.19 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $347 Shares 4,521 Est. Cost $78.90 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $342 Shares 7,225 Est. Cost $46.44 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $323 Shares 2,850 Est. Cost $125.78 Unrealized +0.5%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $322 Shares 783 Est. Cost $207.72 Unrealized +90.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $309 Shares 2,603 Est. Cost $111.63 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $306 Shares 1,425 Est. Cost $163.58 Unrealized +22.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $306 Shares 2,871 Est. Cost $142.00 Unrealized -34.6%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $301 Shares 1,734 Est. Cost $167.56 Unrealized -2.5%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $299 Shares 2,778 Est. Cost $78.48 Unrealized +32.5%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $298 Shares 8,500 Est. Cost $34.01 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $298 Shares 425 Est. Cost $168.55 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $297 Shares 508 Est. Cost $380.04 Unrealized +45.4%
FBK FB FINL CORP COM 0.0%
Value ($000) $294 Shares 7,526 Est. Cost $33.94 Unrealized +6.1%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $290 Shares 4,884 Est. Cost $41.90 Unrealized +35.7%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $280 Shares 1,600 Est. Cost $162.45 Unrealized +3.7%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $276 Shares 2,830 Est. Cost $75.77 Unrealized +19.1%
PEP PEPSICO INC COM 0.0%
Value ($000) $274 Shares 1,659 Est. Cost $148.32 Unrealized +9.4%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $272 Shares 1,860 Est. Cost $150.09 Unrealized -5.8%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $269 Shares 5,326 Est. Cost $39.42 Unrealized +23.8%
AFL AFLAC INC COM 0.0%
Value ($000) $268 Shares 3,002 Est. Cost $70.52 Unrealized +17.8%
F FORD MTR CO DEL COM 0.0%
Value ($000) $267 Shares 21,270 Est. Cost $8.01 Unrealized +38.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $262 Shares 2,410 Est. Cost $102.36 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $255 Shares 2,458 Est. Cost $98.64 Unrealized +4.4%
FXB INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST 0.0%
Value ($000) $254 Shares 2,086 Est. Cost $119.34 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $253 Shares 321 Est. Cost $833.70 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $252 Shares 1,145 Est. Cost $221.35 Unrealized 0.0%
SPWH SPORTSMANS WHSE HLDGS INC COM 0.0%
Value ($000) $241 Shares 100,000 Est. Cost $4.84 Unrealized -34.4%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $233 Shares 1,343 Est. Cost $164.35 Unrealized +9.3%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $233 Shares 10,480 Est. Cost $14.60 Unrealized
HBCP HOME BANCORP INC COM 0.0%
Value ($000) $231 Shares 5,764 Est. Cost $34.65 Unrealized +1.5%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $225 Shares 2,435 Est. Cost $88.55 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $225 Shares 1,519 Est. Cost $179.64 Unrealized -17.7%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $223 Shares 5,235 Est. Cost $34.05 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $221 Shares 651 Est. Cost $140.22 Unrealized +6.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $211 Shares 818 Est. Cost $243.38 Unrealized +2.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $203 Shares 2,423 Est. Cost $83.59 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $191 Shares 12,133 Est. Cost $11.44 Unrealized +25.4%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value ($000) $131 Shares 17,917 Est. Cost $38.87 Unrealized +76.5%