Cornerstone Wealth Group, LLC Diversified Active

CIK: 0001774879 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $1,481,088 (100.0% shares, 0.0% debt)

Holdings (351)

NVDA NVIDIA CORPORATION 8.0%
Value ($000) $118,031 Shares 632,602 Est. Cost $97.51 Unrealized +78.7%
SPY SPDR S&P 500 ETF TR 6.2%
Value ($000) $92,086 Shares 138,230 Est. Cost $442.47 Unrealized
AAPL APPLE INC 4.0%
Value ($000) $59,172 Shares 232,384 Est. Cost $143.46 Unrealized +57.2%
AGG ISHARES TR 3.8%
Value ($000) $56,036 Shares 558,965 Est. Cost $100.10 Unrealized
IVV ISHARES TR 3.3%
Value ($000) $49,560 Shares 74,047 Est. Cost $414.99 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $47,870 Shares 92,423 Est. Cost $309.39 Unrealized +64.4%
SCHX SCHWAB STRATEGIC TR 2.3%
Value ($000) $34,763 Shares 1,319,775 Est. Cost $36.15 Unrealized
AVGO BROADCOM INC 2.0%
Value ($000) $30,311 Shares 91,877 Est. Cost $151.76 Unrealized +101.5%
IDEV ISHARES TR 1.7%
Value ($000) $25,381 Shares 316,587 Est. Cost $62.07 Unrealized
VOO VANGUARD INDEX FDS 1.6%
Value ($000) $23,646 Shares 38,613 Est. Cost $487.43 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $23,307 Shares 95,875 Est. Cost $138.39 Unrealized +51.2%
IWB ISHARES TR 1.6%
Value ($000) $23,168 Shares 63,390 Est. Cost $297.71 Unrealized
VCRB VANGUARD MALVERN FDS 1.5%
Value ($000) $22,459 Shares 286,434 Est. Cost $77.46 Unrealized
ACWX ISHARES TR 1.4%
Value ($000) $20,289 Shares 312,087 Est. Cost $51.04 Unrealized
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $19,321 Shares 61,253 Est. Cost $141.04 Unrealized +109.8%
AMZN AMAZON COM INC 1.3%
Value ($000) $19,301 Shares 87,905 Est. Cost $143.65 Unrealized +57.6%
VTI VANGUARD INDEX FDS 1.3%
Value ($000) $19,229 Shares 58,594 Est. Cost $208.19 Unrealized
ABBV ABBVIE INC 1.1%
Value ($000) $15,648 Shares 67,582 Est. Cost $150.94 Unrealized +33.8%
CMI CUMMINS INC 1.0%
Value ($000) $14,857 Shares 35,174 Est. Cost $231.35 Unrealized +64.5%
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $14,786 Shares 77,947 Est. Cost $176.90 Unrealized
BAC BANK AMERICA CORP 1.0%
Value ($000) $14,455 Shares 280,195 Est. Cost $31.61 Unrealized +52.9%
FBND FIDELITY MERRIMACK STR TR 1.0%
Value ($000) $14,432 Shares 312,111 Est. Cost $45.70 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $14,289 Shares 19,458 Est. Cost $347.60 Unrealized +113.8%
HD HOME DEPOT INC 0.9%
Value ($000) $13,129 Shares 32,401 Est. Cost $322.22 Unrealized +20.8%
IEMG ISHARES INC 0.9%
Value ($000) $12,808 Shares 194,296 Est. Cost $51.66 Unrealized
SPYM SPDR SERIES TRUST 0.9%
Value ($000) $12,648 Shares 161,452 Est. Cost $70.62 Unrealized
LVHI LEGG MASON ETF INVT 0.8%
Value ($000) $12,258 Shares 352,748 Est. Cost $29.23 Unrealized
PEP PEPSICO INC 0.8%
Value ($000) $11,665 Shares 83,057 Est. Cost $143.37 Unrealized -2.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $11,496 Shares 22,867 Est. Cost $337.15 Unrealized +43.7%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $11,466 Shares 101,691 Est. Cost $70.53 Unrealized +55.5%
WMB WILLIAMS COS INC 0.8%
Value ($000) $11,136 Shares 175,784 Est. Cost $45.07 Unrealized +28.3%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $10,748 Shares 38,131 Est. Cost $183.27 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.7%
Value ($000) $10,500 Shares 44,524 Est. Cost $236.20 Unrealized -0.9%
ETN EATON CORP PLC 0.7%
Value ($000) $10,342 Shares 27,633 Est. Cost $259.05 Unrealized +40.2%
DG DOLLAR GEN CORP NEW 0.7%
Value ($000) $9,940 Shares 96,174 Est. Cost $78.69 Unrealized +38.4%
LLY ELI LILLY & CO 0.7%
Value ($000) $9,759 Shares 12,790 Est. Cost $299.88 Unrealized +147.5%
BX BLACKSTONE INC 0.7%
Value ($000) $9,660 Shares 56,540 Est. Cost $127.20 Unrealized +33.2%
V VISA INC 0.6%
Value ($000) $9,596 Shares 28,110 Est. Cost $211.36 Unrealized +63.3%
ABT ABBOTT LABS 0.6%
Value ($000) $9,192 Shares 68,625 Est. Cost $106.91 Unrealized +22.2%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $9,165 Shares 59,649 Est. Cost $121.79 Unrealized +27.2%
AMGN AMGEN INC 0.6%
Value ($000) $9,140 Shares 32,390 Est. Cost $277.54 Unrealized +3.3%
DPZ DOMINOS PIZZA INC 0.6%
Value ($000) $9,107 Shares 21,095 Est. Cost $434.55 Unrealized +3.7%
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $9,007 Shares 36,523 Est. Cost $326.55 Unrealized -20.2%
SO SOUTHERN CO 0.6%
Value ($000) $8,943 Shares 94,366 Est. Cost $65.08 Unrealized +41.7%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $8,866 Shares 30,207 Est. Cost $248.35 Unrealized +19.9%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $8,658 Shares 55,756 Est. Cost $114.61 Unrealized +32.9%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $8,428 Shares 86,021 Est. Cost $59.81 Unrealized +56.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $8,136 Shares 43,879 Est. Cost $149.69 Unrealized +13.2%
DEM WISDOMTREE TR 0.5%
Value ($000) $7,958 Shares 173,047 Est. Cost $41.94 Unrealized
AMAT APPLIED MATLS INC 0.5%
Value ($000) $7,707 Shares 37,644 Est. Cost $159.48 Unrealized +13.4%
MCD MCDONALDS CORP 0.5%
Value ($000) $7,661 Shares 25,210 Est. Cost $248.77 Unrealized +21.2%
IYC ISHARES TR 0.5%
Value ($000) $7,575 Shares 72,283 Est. Cost $104.80 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $7,451 Shares 29,647 Est. Cost $184.29 Unrealized +32.5%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $7,254 Shares 69,926 Est. Cost $72.08 Unrealized +43.2%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $7,158 Shares 46,411 Est. Cost $149.70 Unrealized
BLK BLACKROCK INC 0.5%
Value ($000) $7,152 Shares 6,134 Est. Cost $963.17 Unrealized +15.1%
WMT WALMART INC 0.5%
Value ($000) $7,100 Shares 68,887 Est. Cost $57.09 Unrealized +73.8%
T AT&T INC 0.5%
Value ($000) $7,075 Shares 250,534 Est. Cost $15.36 Unrealized +82.7%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $6,909 Shares 14,405 Est. Cost $440.44 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $6,820 Shares 8,564 Est. Cost $255.26 Unrealized +187.9%
DYNF BLACKROCK ETF TRUST 0.4%
Value ($000) $6,507 Shares 109,918 Est. Cost $49.71 Unrealized
IWR ISHARES TR 0.4%
Value ($000) $6,489 Shares 67,208 Est. Cost $84.15 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $6,451 Shares 54,289 Est. Cost $110.47 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $6,450 Shares 38,769 Est. Cost $113.24 Unrealized +38.8%
TFC TRUIST FINL CORP 0.4%
Value ($000) $6,403 Shares 140,041 Est. Cost $30.25 Unrealized +46.6%
JMBS JANUS DETROIT STR TR 0.4%
Value ($000) $6,269 Shares 137,261 Est. Cost $45.22 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value ($000) $6,183 Shares 10,299 Est. Cost $507.82 Unrealized
JSI JANUS DETROIT STR TR 0.4%
Value ($000) $6,167 Shares 117,977 Est. Cost $52.35 Unrealized
MTB M & T BK CORP 0.4%
Value ($000) $5,892 Shares 29,814 Est. Cost $134.25 Unrealized +44.3%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $5,788 Shares 28,426 Est. Cost $160.56 Unrealized +19.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $5,720 Shares 100,182 Est. Cost $55.41 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $5,689 Shares 60,146 Est. Cost $64.79 Unrealized +44.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $5,613 Shares 6,064 Est. Cost $602.07 Unrealized +58.9%
C CITIGROUP INC 0.4%
Value ($000) $5,605 Shares 55,225 Est. Cost $45.85 Unrealized +105.3%
HON HONEYWELL INTL INC 0.4%
Value ($000) $5,595 Shares 26,580 Est. Cost $183.33 Unrealized +13.0%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $5,582 Shares 34,411 Est. Cost $108.72 Unrealized +51.9%
MO ALTRIA GROUP INC 0.4%
Value ($000) $5,559 Shares 84,146 Est. Cost $34.13 Unrealized +80.0%
ITOT ISHARES TR 0.4%
Value ($000) $5,197 Shares 35,684 Est. Cost $125.62 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $5,047 Shares 17,946 Est. Cost $108.27 Unrealized +134.8%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $5,030 Shares 26,801 Est. Cost $137.95 Unrealized +22.6%
IWF ISHARES TR 0.3%
Value ($000) $5,012 Shares 10,699 Est. Cost $313.38 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $4,999 Shares 5,432 Est. Cost $102.17 Unrealized +82.8%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $4,937 Shares 55,265 Est. Cost $84.81 Unrealized
BINC BLACKROCK ETF TRUST II 0.3%
Value ($000) $4,921 Shares 92,424 Est. Cost $52.48 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $4,867 Shares 19,982 Est. Cost $145.45 Unrealized +44.3%
TSLA TESLA INC 0.3%
Value ($000) $4,810 Shares 10,816 Est. Cost $232.61 Unrealized +49.1%
FE FIRSTENERGY CORP 0.3%
Value ($000) $4,792 Shares 104,591 Est. Cost $35.20 Unrealized +19.6%
NWFL NORWOOD FINANCIAL CORP 0.3%
Value ($000) $4,679 Shares 184,064 Est. Cost $25.52 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $4,348 Shares 155,857 Est. Cost $37.40 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $4,299 Shares 17,959 Est. Cost $147.00 Unrealized +63.5%
CAT CATERPILLAR INC 0.3%
Value ($000) $4,291 Shares 8,993 Est. Cost $357.79 Unrealized +18.9%
NVS NOVARTIS AG 0.3%
Value ($000) $4,206 Shares 32,796 Est. Cost $81.21 Unrealized
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $4,191 Shares 18,261 Est. Cost $154.10 Unrealized +51.4%
DHR DANAHER CORPORATION 0.3%
Value ($000) $4,107 Shares 20,718 Est. Cost $196.11 Unrealized +1.2%
GPC GENUINE PARTS CO 0.3%
Value ($000) $4,064 Shares 29,324 Est. Cost $116.87 Unrealized +13.3%
CME CME GROUP INC 0.3%
Value ($000) $4,053 Shares 15,001 Est. Cost $222.27 Unrealized +21.4%
RXO RXO INC 0.3%
Value ($000) $4,026 Shares 261,768 Est. Cost $16.12 Unrealized 0.0%
ICF ISHARES TR 0.3%
Value ($000) $4,018 Shares 65,201 Est. Cost $57.70 Unrealized
STLD STEEL DYNAMICS INC 0.3%
Value ($000) $4,008 Shares 28,746 Est. Cost $50.68 Unrealized +157.3%
CLOI VANECK ETF TRUST 0.3%
Value ($000) $3,824 Shares 72,007 Est. Cost $53.10 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3,362 Shares 5,911 Est. Cost $376.46 Unrealized +52.3%
TPLS THORNBURG ETF TR 0.2%
Value ($000) $3,360 Shares 131,366 Est. Cost $25.39 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $3,286 Shares 49,828 Est. Cost $52.92 Unrealized +36.3%
ALL ALLSTATE CORP 0.2%
Value ($000) $2,898 Shares 13,499 Est. Cost $191.27 Unrealized +4.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $2,816 Shares 22,755 Est. Cost $91.99 Unrealized +30.2%
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $2,676 Shares 52,699 Est. Cost $49.71 Unrealized
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $2,414 Shares 23,096 Est. Cost $91.39 Unrealized
ABNB AIRBNB INC 0.2%
Value ($000) $2,330 Shares 19,186 Est. Cost $129.37 Unrealized 0.0%
DBND DOUBLELINE ETF TRUST 0.1%
Value ($000) $2,153 Shares 46,263 Est. Cost $46.32 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $2,095 Shares 12,952 Est. Cost $144.35 Unrealized +11.8%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $2,073 Shares 38,490 Est. Cost $53.87 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $1,967 Shares 35,553 Est. Cost $52.62 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,958 Shares 1,633 Est. Cost $55.06 Unrealized +121.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,863 Shares 24,679 Est. Cost $66.67 Unrealized +8.3%
MRK MERCK & CO INC 0.1%
Value ($000) $1,767 Shares 21,054 Est. Cost $101.62 Unrealized -20.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,718 Shares 6,090 Est. Cost $191.06 Unrealized +35.8%
GE GE AEROSPACE 0.1%
Value ($000) $1,698 Shares 5,644 Est. Cost $106.69 Unrealized +155.6%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,665 Shares 56,170 Est. Cost $44.87 Unrealized
NUMI NUSHARES ETF TR 0.1%
Value ($000) $1,654 Shares 66,339 Est. Cost $24.59 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,640 Shares 24,728 Est. Cost $57.27 Unrealized +18.6%
TAFI AB ACTIVE ETFS INC 0.1%
Value ($000) $1,576 Shares 62,188 Est. Cost $25.05 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $1,529 Shares 16,064 Est. Cost $95.98 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $1,528 Shares 12,658 Est. Cost $88.07 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,518 Shares 6,276 Est. Cost $205.14 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,444 Shares 5,677 Est. Cost $228.40 Unrealized
PAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,394 Shares 32,834 Est. Cost $27.04 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,382 Shares 16,436 Est. Cost $80.43 Unrealized
PMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,320 Shares 30,056 Est. Cost $36.81 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,299 Shares 40,698 Est. Cost $43.49 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,292 Shares 3,742 Est. Cost $401.31 Unrealized -25.5%
HMOP HARTFORD FDS EXCHANGE TRADED 0.1%
Value ($000) $1,282 Shares 32,902 Est. Cost $38.29 Unrealized
TMB THORNBURG ETF TR 0.1%
Value ($000) $1,271 Shares 49,566 Est. Cost $25.47 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,242 Shares 31,293 Est. Cost $34.28 Unrealized
BJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,234 Shares 24,847 Est. Cost $24.26 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,232 Shares 6,754 Est. Cost $91.49 Unrealized +77.1%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,218 Shares 4,148 Est. Cost $249.80 Unrealized
PJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,183 Shares 28,758 Est. Cost $34.94 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,182 Shares 8,383 Est. Cost $110.93 Unrealized
POCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,141 Shares 26,483 Est. Cost $28.56 Unrealized
DE DEERE & CO 0.1%
Value ($000) $1,093 Shares 2,390 Est. Cost $379.49 Unrealized +29.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,079 Shares 3,250 Est. Cost $145.07 Unrealized +118.2%
RTX RTX CORPORATION 0.1%
Value ($000) $1,074 Shares 6,419 Est. Cost $110.01 Unrealized +40.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $1,026 Shares 16,768 Est. Cost $47.74 Unrealized +22.1%
IJH ISHARES TR 0.1%
Value ($000) $1,025 Shares 15,703 Est. Cost $60.87 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $972 Shares 6,840 Est. Cost $123.18 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $970 Shares 1,942 Est. Cost $425.64 Unrealized +5.3%
CI THE CIGNA GROUP 0.1%
Value ($000) $956 Shares 3,317 Est. Cost $316.83 Unrealized -7.5%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $934 Shares 18,403 Est. Cost $50.73 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $931 Shares 18,460 Est. Cost $27.58 Unrealized +67.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $921 Shares 8,046 Est. Cost $93.78 Unrealized +24.8%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $902 Shares 9,835 Est. Cost $91.75 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $882 Shares 4,505 Est. Cost $135.88 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $875 Shares 29,417 Est. Cost $28.98 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $874 Shares 12,774 Est. Cost $49.34 Unrealized +36.6%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $865 Shares 22,560 Est. Cost $33.71 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $835 Shares 1,359 Est. Cost $226.23 Unrealized +167.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $829 Shares 3,510 Est. Cost $77.28 Unrealized +119.6%
NU NU HLDGS LTD 0.1%
Value ($000) $818 Shares 51,103 Est. Cost $7.38 Unrealized +89.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $798 Shares 5,518 Est. Cost $97.50 Unrealized +35.7%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $789 Shares 7,957 Est. Cost $58.55 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $772 Shares 4,857 Est. Cost $94.81 Unrealized +54.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $759 Shares 2,052 Est. Cost $280.67 Unrealized +37.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $753 Shares 2,118 Est. Cost $188.49 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $752 Shares 6,081 Est. Cost $69.22 Unrealized +58.1%
COR CENCORA INC 0.1%
Value ($000) $745 Shares 2,383 Est. Cost $251.23 Unrealized +16.8%
PSMR PACER FDS TR 0.1%
Value ($000) $741 Shares 25,329 Est. Cost $25.48 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $738 Shares 17,172 Est. Cost $31.91 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $729 Shares 8,695 Est. Cost $59.16 Unrealized +36.0%
IDV ISHARES TR 0.0%
Value ($000) $729 Shares 19,936 Est. Cost $35.51 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $713 Shares 16,213 Est. Cost $35.88 Unrealized +18.4%
PSX PHILLIPS 66 0.0%
Value ($000) $692 Shares 5,091 Est. Cost $114.63 Unrealized +10.3%
DGRO ISHARES TR 0.0%
Value ($000) $687 Shares 10,097 Est. Cost $63.94 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $677 Shares 2,857 Est. Cost $233.01 Unrealized +7.9%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $661 Shares 8,437 Est. Cost $80.65 Unrealized
INTU INTUIT 0.0%
Value ($000) $651 Shares 954 Est. Cost $629.51 Unrealized +14.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $624 Shares 2,233 Est. Cost $180.63 Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $621 Shares 13,628 Est. Cost $39.10 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $617 Shares 144 Est. Cost $3453.77 Unrealized +16.2%
ZAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $616 Shares 23,263 Est. Cost $26.46 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $610 Shares 4,187 Est. Cost $91.27 Unrealized +41.1%
IEI ISHARES TR 0.0%
Value ($000) $601 Shares 5,028 Est. Cost $115.71 Unrealized
PMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $601 Shares 15,439 Est. Cost $32.45 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $598 Shares 13,268 Est. Cost $47.94 Unrealized -5.1%
UNP UNION PAC CORP 0.0%
Value ($000) $584 Shares 2,472 Est. Cost $181.65 Unrealized +22.8%
ZJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $576 Shares 21,435 Est. Cost $25.51 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $573 Shares 4,277 Est. Cost $78.96 Unrealized +33.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $572 Shares 7,159 Est. Cost $71.41 Unrealized +18.5%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $563 Shares 15,737 Est. Cost $32.39 Unrealized
ACIC HCI GROUP INC 0.0%
Value ($000) $554 Shares 2,886 Est. Cost $10.18 Unrealized +0.5%
ADBE ADOBE INC 0.0%
Value ($000) $549 Shares 1,558 Est. Cost $448.63 Unrealized -20.0%
MCK MCKESSON CORP 0.0%
Value ($000) $535 Shares 692 Est. Cost $433.37 Unrealized +62.2%
CART MAPLEBEAR INC 0.0%
Value ($000) $526 Shares 14,307 Est. Cost $46.04 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $519 Shares 20,359 Est. Cost $30.77 Unrealized -21.5%
ILCG ISHARES TR 0.0%
Value ($000) $507 Shares 4,860 Est. Cost $75.48 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $503 Shares 11,963 Est. Cost $36.60 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $500 Shares 2,990 Est. Cost $102.24 Unrealized +25.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $498 Shares 1,512 Est. Cost $161.95 Unrealized +98.9%
GEN GEN DIGITAL INC 0.0%
Value ($000) $493 Shares 17,356 Est. Cost $27.25 Unrealized +9.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $490 Shares 3,944 Est. Cost $116.39 Unrealized +9.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $489 Shares 14,639 Est. Cost $25.33 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $488 Shares 7,809 Est. Cost $62.55 Unrealized +1.4%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $485 Shares 17,783 Est. Cost $33.11 Unrealized
HMN HORACE MANN EDUCATORS CORP N 0.0%
Value ($000) $483 Shares 10,703 Est. Cost $37.64 Unrealized +16.8%
ZJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $476 Shares 17,955 Est. Cost $26.07 Unrealized
BWIN THE BALDWIN INSURANCE GRP IN 0.0%
Value ($000) $471 Shares 16,700 Est. Cost $26.27 Unrealized +32.2%
INTC INTEL CORP 0.0%
Value ($000) $471 Shares 14,027 Est. Cost $34.93 Unrealized -30.6%
IWD ISHARES TR 0.0%
Value ($000) $469 Shares 2,305 Est. Cost $173.22 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $468 Shares 4,340 Est. Cost $90.48 Unrealized +11.1%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $468 Shares 8,130 Est. Cost $42.13 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $462 Shares 5,467 Est. Cost $93.86 Unrealized -5.6%
EEM ISHARES TR 0.0%
Value ($000) $457 Shares 8,566 Est. Cost $41.08 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $455 Shares 19,534 Est. Cost $28.18 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $441 Shares 10,451 Est. Cost $33.98 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $432 Shares 2,503 Est. Cost $115.51 Unrealized +42.6%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $425 Shares 1,999 Est. Cost $179.21 Unrealized +21.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $424 Shares 874 Est. Cost $542.97 Unrealized -14.4%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $424 Shares 2,306 Est. Cost $165.68 Unrealized +16.7%
IRM IRON MTN INC DEL 0.0%
Value ($000) $411 Shares 4,033 Est. Cost $69.06 Unrealized +37.2%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $407 Shares 38,410 Est. Cost $8.81 Unrealized +13.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $400 Shares 5,139 Est. Cost $29.88 Unrealized +4.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $400 Shares 1,144 Est. Cost $282.18 Unrealized +21.7%
YUM YUM BRANDS INC 0.0%
Value ($000) $398 Shares 2,619 Est. Cost $116.41 Unrealized +25.5%
UAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $397 Shares 10,094 Est. Cost $35.99 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $396 Shares 1,142 Est. Cost $320.89 Unrealized +9.5%
UNILEVER PLC 0.0%
Value ($000) $395 Shares 6,659 Est. Cost $50.78 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $395 Shares 4,041 Est. Cost $82.89 Unrealized +24.9%
BALI BLACKROCK ETF TRUST 0.0%
Value ($000) $391 Shares 12,316 Est. Cost $29.34 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $389 Shares 5,776 Est. Cost $61.55 Unrealized +1.4%
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $388 Shares 10,065 Est. Cost $26.06 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $383 Shares 71 Est. Cost $4932.58 Unrealized +12.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $381 Shares 503 Est. Cost $630.60 Unrealized +16.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $377 Shares 1,105 Est. Cost $277.34 Unrealized +13.1%
LIN LINDE PLC 0.0%
Value ($000) $376 Shares 793 Est. Cost $433.01 Unrealized +8.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $371 Shares 4,916 Est. Cost $64.97 Unrealized +4.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $369 Shares 3,877 Est. Cost $84.94 Unrealized +7.4%
AFL AFLAC INC 0.0%
Value ($000) $365 Shares 3,271 Est. Cost $79.93 Unrealized +30.3%
USEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $364 Shares 9,416 Est. Cost $25.43 Unrealized
PJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $361 Shares 7,879 Est. Cost $39.64 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $359 Shares 4,064 Est. Cost $69.93 Unrealized +31.8%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $359 Shares 3,996 Est. Cost $74.75 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $358 Shares 375 Est. Cost $674.28 Unrealized +31.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $356 Shares 3,732 Est. Cost $80.52 Unrealized +17.4%
LQD ISHARES TR 0.0%
Value ($000) $347 Shares 3,115 Est. Cost $109.34 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $345 Shares 356 Est. Cost $680.31 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $340 Shares 1,072 Est. Cost $291.78 Unrealized +4.4%
BA BOEING CO 0.0%
Value ($000) $339 Shares 1,570 Est. Cost $170.28 Unrealized +32.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $339 Shares 758 Est. Cost $419.16 Unrealized +14.5%
FISV FISERV INC 0.0%
Value ($000) $338 Shares 2,621 Est. Cost $156.21 Unrealized -8.3%
AON AON PLC 0.0%
Value ($000) $335 Shares 941 Est. Cost $295.63 Unrealized +22.3%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $335 Shares 449 Est. Cost $535.46 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $330 Shares 554 Est. Cost $558.33 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $330 Shares 306 Est. Cost $759.24 Unrealized +22.5%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $324 Shares 3,640 Est. Cost $89.13 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $323 Shares 2,209 Est. Cost $163.09 Unrealized -7.7%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $323 Shares 1,498 Est. Cost $196.46 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $322 Shares 2,168 Est. Cost $57.56 Unrealized +135.5%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $321 Shares 2,891 Est. Cost $91.30 Unrealized +23.0%
QUAL ISHARES TR 0.0%
Value ($000) $319 Shares 1,641 Est. Cost $171.22 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $316 Shares 5,964 Est. Cost $51.28 Unrealized
TXUE THORNBURG ETF TR 0.0%
Value ($000) $312 Shares 10,256 Est. Cost $30.38 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $311 Shares 3,154 Est. Cost $122.36 Unrealized -19.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $308 Shares 9,808 Est. Cost $36.59 Unrealized -9.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $308 Shares 5,160 Est. Cost $62.38 Unrealized +8.4%
LEN LENNAR CORP 0.0%
Value ($000) $304 Shares 2,415 Est. Cost $137.82 Unrealized -10.3%
UDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $301 Shares 7,857 Est. Cost $34.97 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $299 Shares 2,264 Est. Cost $123.78 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $299 Shares 1,344 Est. Cost $171.52 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $298 Shares 653 Est. Cost $466.29 Unrealized -3.9%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $298 Shares 607 Est. Cost $401.83 Unrealized +27.0%
CTVA CORTEVA INC 0.0%
Value ($000) $294 Shares 4,353 Est. Cost $55.81 Unrealized +29.3%
KJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $289 Shares 7,173 Est. Cost $35.74 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $288 Shares 2,354 Est. Cost $111.70 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $285 Shares 1,214 Est. Cost $205.00 Unrealized +14.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $284 Shares 9,827 Est. Cost $21.53 Unrealized +40.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $282 Shares 463 Est. Cost $476.21 Unrealized +18.3%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $281 Shares 577 Est. Cost $430.69 Unrealized +23.9%
MUB ISHARES TR 0.0%
Value ($000) $280 Shares 2,630 Est. Cost $106.53 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $278 Shares 4,142 Est. Cost $60.19 Unrealized +16.8%
WELL WELLTOWER INC 0.0%
Value ($000) $274 Shares 1,537 Est. Cost $141.79 Unrealized +15.3%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $273 Shares 777 Est. Cost $292.95 Unrealized +17.4%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $268 Shares 4,481 Est. Cost $57.01 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $268 Shares 1,252 Est. Cost $200.25 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $265 Shares 3,218 Est. Cost $72.50 Unrealized +8.8%
DFH DREAM FINDERS HOMES INC 0.0%
Value ($000) $263 Shares 10,141 Est. Cost $30.52 Unrealized -10.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $261 Shares 613 Est. Cost $358.95 Unrealized +7.7%
BE BLOOM ENERGY CORP 0.0%
Value ($000) $257 Shares 3,035 Est. Cost $46.44 Unrealized 0.0%
AJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $256 Shares 8,960 Est. Cost $28.62 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $254 Shares 1,258 Est. Cost $195.06 Unrealized +4.6%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $253 Shares 600 Est. Cost $392.99 Unrealized +8.6%
TBIL RBB FD INC 0.0%
Value ($000) $251 Shares 5,013 Est. Cost $50.00 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $250 Shares 4,965 Est. Cost $52.85 Unrealized -6.4%
NI NISOURCE INC 0.0%
Value ($000) $249 Shares 5,743 Est. Cost $37.80 Unrealized +8.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $245 Shares 998 Est. Cost $215.96 Unrealized +10.6%
MMM 3M CO 0.0%
Value ($000) $245 Shares 1,577 Est. Cost $142.55 Unrealized +7.4%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $244 Shares 934 Est. Cost $238.05 Unrealized +8.1%
MAS MASCO CORP 0.0%
Value ($000) $242 Shares 3,442 Est. Cost $69.90 Unrealized 0.0%
RLY SSGA ACTIVE ETF TR 0.0%
Value ($000) $238 Shares 7,696 Est. Cost $27.49 Unrealized
CSX CSX CORP 0.0%
Value ($000) $234 Shares 6,579 Est. Cost $29.78 Unrealized +13.9%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $234 Shares 2,759 Est. Cost $73.69 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $233 Shares 5,504 Est. Cost $42.37 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $233 Shares 762 Est. Cost $227.05 Unrealized +19.5%
BCS BARCLAYS PLC 0.0%
Value ($000) $233 Shares 11,262 Est. Cost $10.04 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $232 Shares 8,453 Est. Cost $24.14 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $232 Shares 2,806 Est. Cost $78.02 Unrealized 0.0%
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $231 Shares 4,610 Est. Cost $44.35 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $231 Shares 4,714 Est. Cost $117.44 Unrealized -46.0%
FQAL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $231 Shares 3,091 Est. Cost $74.71 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $230 Shares 931 Est. Cost $216.52 Unrealized +7.0%
MET METLIFE INC 0.0%
Value ($000) $230 Shares 2,790 Est. Cost $75.92 Unrealized +2.6%
VTES VANGUARD WELLINGTON FD 0.0%
Value ($000) $229 Shares 2,249 Est. Cost $100.93 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $228 Shares 705 Est. Cost $244.57 Unrealized +35.8%
VRSN VERISIGN INC 0.0%
Value ($000) $226 Shares 807 Est. Cost $269.80 Unrealized +3.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $224 Shares 1,764 Est. Cost $125.34 Unrealized +9.4%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $222 Shares 452 Est. Cost $433.81 Unrealized +4.8%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $222 Shares 1,565 Est. Cost $129.18 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $221 Shares 2,876 Est. Cost $73.23 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $220 Shares 403 Est. Cost $512.40 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $220 Shares 1,855 Est. Cost $96.81 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $216 Shares 1,012 Est. Cost $211.40 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $215 Shares 1,717 Est. Cost $111.36 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $215 Shares 1,639 Est. Cost $113.54 Unrealized +19.3%
MCO MOODYS CORP 0.0%
Value ($000) $214 Shares 448 Est. Cost $462.20 Unrealized +8.7%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $213 Shares 972 Est. Cost $200.01 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $212 Shares 775 Est. Cost $270.32 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $212 Shares 1,948 Est. Cost $101.35 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $211 Shares 7,447 Est. Cost $26.76 Unrealized +0.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $211 Shares 221 Est. Cost $963.00 Unrealized +3.9%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $209 Shares 1,728 Est. Cost $121.04 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $209 Shares 2,501 Est. Cost $143.03 Unrealized -38.4%
MPC MARATHON PETE CORP 0.0%
Value ($000) $208 Shares 1,079 Est. Cost $174.47 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $207 Shares 938 Est. Cost $218.81 Unrealized +2.2%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.0%
Value ($000) $207 Shares 4,924 Est. Cost $42.03 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $206 Shares 1,255 Est. Cost $164.50 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $206 Shares 287 Est. Cost $461.14 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $206 Shares 2,045 Est. Cost $103.69 Unrealized -4.4%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $205 Shares 11,222 Est. Cost $18.68 Unrealized 0.0%
CF CF INDS HLDGS INC 0.0%
Value ($000) $205 Shares 2,285 Est. Cost $88.36 Unrealized 0.0%
KRC KILROY RLTY CORP 0.0%
Value ($000) $205 Shares 4,847 Est. Cost $42.25 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $205 Shares 2,197 Est. Cost $87.11 Unrealized 0.0%
FCPI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $205 Shares 4,082 Est. Cost $50.11 Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $203 Shares 1,037 Est. Cost $153.62 Unrealized +18.5%
SHEL SHELL PLC 0.0%
Value ($000) $203 Shares 2,833 Est. Cost $71.52 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $202 Shares 5,154 Est. Cost $43.20 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $200 Shares 1,823 Est. Cost $106.86 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $183 Shares 11,260 Est. Cost $18.75 Unrealized +7.0%
F FORD MTR CO 0.0%
Value ($000) $169 Shares 14,115 Est. Cost $10.35 Unrealized +9.5%
GNW GENWORTH FINL INC 0.0%
Value ($000) $143 Shares 16,032 Est. Cost $6.99 Unrealized +18.1%
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $143 Shares 10,984 Est. Cost $12.92 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $128 Shares 13,504 Est. Cost $9.79 Unrealized
EATON VANCE LIMITED DURATION 0.0%
Value ($000) $126 Shares 12,460 Est. Cost $9.75 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $42 Shares 18,300 Est. Cost $143.46 Unrealized +57.2%