Imprint Wealth LLC Diversified Active

CIK: 0001972653 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $31,236 (100.0% shares, 0.0% debt)

Holdings (354)

VOO VANGUARD S&P 500 ETF 5.7%
Value ($000) $1,784 Shares 2,913 Est. Cost $469.37 Unrealized
NVDA NVIDIA CORPORATION COM 5.5%
Value ($000) $1,729 Shares 9,269 Est. Cost $69.14 Unrealized +152.1%
AAPL APPLE INC COM 5.3%
Value ($000) $1,644 Shares 6,457 Est. Cost $173.90 Unrealized +29.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 4.8%
Value ($000) $1,496 Shares 19,098 Est. Cost $78.34 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 4.1%
Value ($000) $1,280 Shares 21,615 Est. Cost $59.20 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 3.3%
Value ($000) $1,032 Shares 2,225 Est. Cost $385.63 Unrealized
META META PLATFORMS INC CL A 3.3%
Value ($000) $1,017 Shares 1,385 Est. Cost $443.21 Unrealized +67.7%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 3.1%
Value ($000) $976 Shares 5,020 Est. Cost $175.63 Unrealized
IWB ISHARES RUSSELL 1000 ETF 2.7%
Value ($000) $857 Shares 2,344 Est. Cost $276.99 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 2.6%
Value ($000) $801 Shares 1,633 Est. Cost $454.77 Unrealized 0.0%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 2.5%
Value ($000) $793 Shares 9,117 Est. Cost $87.03 Unrealized
GOOGL ALPHABET INC CAP STK CL A 2.5%
Value ($000) $780 Shares 3,208 Est. Cost $125.28 Unrealized +67.0%
IVW ISHARES S&P 500 GROWTH ETF 2.5%
Value ($000) $769 Shares 6,368 Est. Cost $72.64 Unrealized
JPM JPMORGAN CHASE & CO. COM 2.4%
Value ($000) $735 Shares 2,330 Est. Cost $156.96 Unrealized +88.5%
AMZN AMAZON COM INC COM 2.1%
Value ($000) $660 Shares 3,004 Est. Cost $142.10 Unrealized +59.3%
CRH CRH PLC ORD 2.1%
Value ($000) $642 Shares 5,356 Est. Cost $61.28 Unrealized +72.3%
GPC GENUINE PARTS CO COM 2.0%
Value ($000) $638 Shares 4,604 Est. Cost $154.96 Unrealized -14.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.0%
Value ($000) $621 Shares 2,225 Est. Cost $156.85 Unrealized
CVX CHEVRON CORP NEW COM 1.8%
Value ($000) $556 Shares 3,583 Est. Cost $145.82 Unrealized +4.4%
OEF ISHARES S&P 100 ETF 1.7%
Value ($000) $518 Shares 1,557 Est. Cost $332.84 Unrealized
WMT WALMART INC COM 1.6%
Value ($000) $499 Shares 4,842 Est. Cost $54.69 Unrealized +81.4%
MU MICRON TECHNOLOGY INC COM 1.5%
Value ($000) $457 Shares 2,734 Est. Cost $83.02 Unrealized +54.0%
IBM INTERNATIONAL BUSINESS MACHS COM 1.4%
Value ($000) $448 Shares 1,586 Est. Cost $161.04 Unrealized +61.2%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $403 Shares 3,578 Est. Cost $100.03 Unrealized +9.7%
MP MP MATERIALS CORP COM CL A 1.3%
Value ($000) $402 Shares 5,994 Est. Cost $62.91 Unrealized 0.0%
MSFT MICROSOFT CORP COM 1.3%
Value ($000) $391 Shares 755 Est. Cost $355.00 Unrealized +43.3%
TSLA TESLA INC COM 1.1%
Value ($000) $334 Shares 752 Est. Cost $176.21 Unrealized +96.8%
BAC BANK AMERICA CORP COM 1.0%
Value ($000) $303 Shares 5,876 Est. Cost $31.01 Unrealized +55.9%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.9%
Value ($000) $296 Shares 8,661 Est. Cost $34.16 Unrealized
SSO PROSHARES ULTRA S&P 500 0.9%
Value ($000) $283 Shares 2,523 Est. Cost $51.91 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.9%
Value ($000) $281 Shares 7,421 Est. Cost $37.86 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.9%
Value ($000) $268 Shares 6,386 Est. Cost $42.01 Unrealized
INRO ISHARES U.S. INDUSTRY ROTATION ACTIVE ETF 0.8%
Value ($000) $251 Shares 7,934 Est. Cost $31.67 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.8%
Value ($000) $235 Shares 2,945 Est. Cost $79.67 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.7%
Value ($000) $210 Shares 974 Est. Cost $155.02 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.6%
Value ($000) $196 Shares 2,889 Est. Cost $67.83 Unrealized
MA MASTERCARD INCORPORATED CL A 0.6%
Value ($000) $192 Shares 337 Est. Cost $452.59 Unrealized +26.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.6%
Value ($000) $187 Shares 2,742 Est. Cost $57.74 Unrealized
GE GE AEROSPACE COM NEW 0.6%
Value ($000) $180 Shares 597 Est. Cost $98.00 Unrealized +178.3%
QCOM QUALCOMM INC COM 0.6%
Value ($000) $176 Shares 1,058 Est. Cost $116.10 Unrealized +35.4%
SHLD GLOBAL X DEFENSE TECH ETF 0.5%
Value ($000) $166 Shares 2,364 Est. Cost $70.24 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $165 Shares 3,046 Est. Cost $41.94 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.5%
Value ($000) $159 Shares 1,396 Est. Cost $113.88 Unrealized
TGT TARGET CORP COM 0.5%
Value ($000) $155 Shares 1,728 Est. Cost $145.65 Unrealized -33.6%
QQQ INVESCO QQQ TRUST SERIES I 0.5%
Value ($000) $152 Shares 253 Est. Cost $418.39 Unrealized
LLY ELI LILLY & CO COM 0.5%
Value ($000) $142 Shares 186 Est. Cost $584.93 Unrealized +26.9%
IMMX IMMIX BIOPHARMA INC COM 0.5%
Value ($000) $141 Shares 67,423 Est. Cost $2.60 Unrealized -7.6%
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF 0.4%
Value ($000) $110 Shares 3,928 Est. Cost $27.99 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $108 Shares 1,394 Est. Cost $78.13 Unrealized 0.0%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $104 Shares 292 Est. Cost $207.82 Unrealized
CB CHUBB LIMITED COM 0.3%
Value ($000) $99 Shares 352 Est. Cost $208.09 Unrealized +32.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $93 Shares 830 Est. Cost $111.47 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $90 Shares 274 Est. Cost $121.22 Unrealized +152.2%
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $82 Shares 2,082 Est. Cost $39.82 Unrealized +8.5%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.2%
Value ($000) $74 Shares 1,382 Est. Cost $53.24 Unrealized
GEV GE VERNOVA INC COM 0.2%
Value ($000) $71 Shares 116 Est. Cost $605.52 Unrealized 0.0%
CLOA ISHARES AAA CLO ACTIVE ETF 0.2%
Value ($000) $67 Shares 1,292 Est. Cost $51.97 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $64 Shares 458 Est. Cost $143.67 Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.2%
Value ($000) $63 Shares 1,250 Est. Cost $50.47 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.2%
Value ($000) $63 Shares 245 Est. Cost $256.45 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $60 Shares 198 Est. Cost $261.20 Unrealized +15.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $59 Shares 682 Est. Cost $87.21 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $59 Shares 908 Est. Cost $65.00 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $55 Shares 1,302 Est. Cost $42.13 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $54 Shares 694 Est. Cost $76.33 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $54 Shares 606 Est. Cost $81.13 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $52 Shares 184 Est. Cost $92.62 Unrealized +174.4%
KO COCA COLA CO COM 0.2%
Value ($000) $50 Shares 750 Est. Cost $55.84 Unrealized +21.6%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $47 Shares 256 Est. Cost $148.50 Unrealized +14.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $47 Shares 2,014 Est. Cost $23.12 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $46 Shares 485 Est. Cost $94.54 Unrealized 0.0%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.1%
Value ($000) $45 Shares 1,661 Est. Cost $26.95 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $44 Shares 484 Est. Cost $91.57 Unrealized
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.1%
Value ($000) $44 Shares 1,148 Est. Cost $38.50 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $44 Shares 286 Est. Cost $139.97 Unrealized +10.7%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $40 Shares 326 Est. Cost $109.40 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $40 Shares 901 Est. Cost $33.60 Unrealized +26.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $39 Shares 318 Est. Cost $88.24 Unrealized +35.8%
V VISA INC COM CL A 0.1%
Value ($000) $39 Shares 114 Est. Cost $272.36 Unrealized +26.7%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $39 Shares 58 Est. Cost $524.88 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $39 Shares 103 Est. Cost $267.60 Unrealized +35.8%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $38 Shares 198 Est. Cost $189.41 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $36 Shares 39 Est. Cost $581.16 Unrealized +64.6%
RTX RTX CORPORATION COM 0.1%
Value ($000) $35 Shares 209 Est. Cost $91.19 Unrealized +69.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $35 Shares 326 Est. Cost $106.49 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $35 Shares 308 Est. Cost $79.88 Unrealized +35.4%
HD HOME DEPOT INC COM 0.1%
Value ($000) $34 Shares 83 Est. Cost $322.73 Unrealized +20.6%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $33 Shares 96 Est. Cost $480.10 Unrealized -37.7%
JPIE JPMORGAN INCOME ETF 0.1%
Value ($000) $33 Shares 712 Est. Cost $46.41 Unrealized
HUMA HUMACYTE INC COM 0.1%
Value ($000) $33 Shares 18,908 Est. Cost $2.84 Unrealized -31.1%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $32 Shares 327 Est. Cost $93.52 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $31 Shares 89 Est. Cost $344.03 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $31 Shares 618 Est. Cost $32.26 Unrealized +43.0%
PEP PEPSICO INC COM 0.1%
Value ($000) $31 Shares 222 Est. Cost $158.50 Unrealized -11.4%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $31 Shares 370 Est. Cost $42.69 Unrealized +88.5%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $31 Shares 126 Est. Cost $133.32 Unrealized +57.5%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $31 Shares 322 Est. Cost $76.10 Unrealized +19.9%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $31 Shares 124 Est. Cost $247.12 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.1%
Value ($000) $30 Shares 634 Est. Cost $47.55 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $29 Shares 204 Est. Cost $113.43 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $27 Shares 188 Est. Cost $132.28 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $27 Shares 344 Est. Cost $28.65 Unrealized +8.7%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $27 Shares 1,165 Est. Cost $25.23 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $26 Shares 839 Est. Cost $37.75 Unrealized -12.2%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $26 Shares 84 Est. Cost $300.20 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $26 Shares 324 Est. Cost $76.90 Unrealized
RMD RESMED INC COM 0.1%
Value ($000) $26 Shares 94 Est. Cost $272.23 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $25 Shares 86 Est. Cost $214.55 Unrealized +38.8%
NFLX NETFLIX INC COM 0.1%
Value ($000) $25 Shares 21 Est. Cost $122.05 Unrealized 0.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $25 Shares 531 Est. Cost $46.96 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $25 Shares 131 Est. Cost $184.06 Unrealized 0.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $25 Shares 149 Est. Cost $92.78 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $24 Shares 132 Est. Cost $158.79 Unrealized +21.7%
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.1%
Value ($000) $24 Shares 506 Est. Cost $47.85 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $24 Shares 72 Est. Cost $202.90 Unrealized +56.0%
INTU INTUIT COM 0.1%
Value ($000) $23 Shares 34 Est. Cost $719.44 Unrealized 0.0%
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.1%
Value ($000) $23 Shares 522 Est. Cost $44.48 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $23 Shares 96 Est. Cost $240.31 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $22 Shares 207 Est. Cost $57.71 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $22 Shares 4 Est. Cost $5563.60 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $21 Shares 446 Est. Cost $44.74 Unrealized 0.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $21 Shares 89 Est. Cost $235.59 Unrealized -5.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $21 Shares 222 Est. Cost $101.78 Unrealized -8.4%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $21 Shares 306 Est. Cost $44.20 Unrealized 0.0%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $21 Shares 172 Est. Cost $120.50 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.1%
Value ($000) $21 Shares 138 Est. Cost $135.57 Unrealized 0.0%
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $21 Shares 402 Est. Cost $51.00 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $20 Shares 234 Est. Cost $107.28 Unrealized -24.5%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $19 Shares 341 Est. Cost $57.27 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $19 Shares 150 Est. Cost $128.24 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $19 Shares 278 Est. Cost $45.60 Unrealized +47.8%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $19 Shares 150 Est. Cost $137.17 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $19 Shares 90 Est. Cost $180.75 Unrealized +14.6%
AEM AGNICO EAGLE MINES LTD COM 0.1%
Value ($000) $19 Shares 112 Est. Cost $49.54 Unrealized +176.2%
ECL ECOLAB INC COM 0.1%
Value ($000) $19 Shares 68 Est. Cost $270.32 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $19 Shares 80 Est. Cost $143.84 Unrealized +40.4%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.1%
Value ($000) $18 Shares 1,260 Est. Cost $14.44 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value ($000) $18 Shares 138 Est. Cost $117.26 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $18 Shares 86 Est. Cost $157.74 Unrealized +21.4%
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $17 Shares 834 Est. Cost $20.93 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value ($000) $17 Shares 291 Est. Cost $59.64 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $17 Shares 227 Est. Cost $70.82 Unrealized -4.2%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $17 Shares 72 Est. Cost $83.90 Unrealized +102.3%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $17 Shares 104 Est. Cost $86.65 Unrealized +90.6%
CME CME GROUP INC COM 0.1%
Value ($000) $17 Shares 62 Est. Cost $197.23 Unrealized +36.8%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $17 Shares 173 Est. Cost $90.90 Unrealized
IQV IQVIA HLDGS INC COM 0.1%
Value ($000) $16 Shares 84 Est. Cost $181.84 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $16 Shares 142 Est. Cost $71.02 Unrealized +58.1%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $15 Shares 164 Est. Cost $93.64 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $15 Shares 23 Est. Cost $522.18 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $15 Shares 114 Est. Cost $100.64 Unrealized +29.8%
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 0.0%
Value ($000) $15 Shares 757 Est. Cost $20.05 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $15 Shares 225 Est. Cost $55.83 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $15 Shares 80 Est. Cost $169.06 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $15 Shares 30 Est. Cost $415.91 Unrealized +7.8%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $15 Shares 10 Est. Cost $1503.82 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $15 Shares 125 Est. Cost $109.41 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $15 Shares 114 Est. Cost $90.96 Unrealized +55.7%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $15 Shares 16 Est. Cost $808.07 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $15 Shares 54 Est. Cost $285.50 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.53 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $14 Shares 18 Est. Cost $372.27 Unrealized +97.4%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $14 Shares 58 Est. Cost $231.70 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $14 Shares 170 Est. Cost $73.50 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $14 Shares 174 Est. Cost $64.97 Unrealized 0.0%
BLK BLACKROCK INC COM 0.0%
Value ($000) $14 Shares 12 Est. Cost $1108.77 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $14 Shares 28 Est. Cost $531.36 Unrealized 0.0%
NOW SERVICENOW INC COM 0.0%
Value ($000) $14 Shares 15 Est. Cost $186.78 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $14 Shares 30 Est. Cost $448.33 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $14 Shares 68 Est. Cost $195.75 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $13 Shares 95 Est. Cost $129.82 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $13 Shares 176 Est. Cost $76.01 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $13 Shares 128 Est. Cost $102.99 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $13 Shares 98 Est. Cost $105.52 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $13 Shares 230 Est. Cost $58.52 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $13 Shares 206 Est. Cost $57.82 Unrealized 0.0%
SHYM ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF 0.0%
Value ($000) $13 Shares 568 Est. Cost $22.34 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $12 Shares 56 Est. Cost $150.33 Unrealized +48.8%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $137.49 Unrealized -11.1%
CTAS CINTAS CORP COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $212.83 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $12 Shares 190 Est. Cost $61.66 Unrealized +2.8%
COO COOPER COS INC COM 0.0%
Value ($000) $12 Shares 172 Est. Cost $70.83 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $12 Shares 96 Est. Cost $129.37 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $12 Shares 230 Est. Cost $71.58 Unrealized -30.9%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $11 Shares 128 Est. Cost $89.37 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $11 Shares 70 Est. Cost $178.28 Unrealized 0.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $11 Shares 104 Est. Cost $105.26 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $11 Shares 84 Est. Cost $86.11 Unrealized +57.3%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $11 Shares 182 Est. Cost $54.96 Unrealized +23.1%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $11 Shares 10 Est. Cost $930.36 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $11 Shares 74 Est. Cost $137.70 Unrealized 0.0%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $11 Shares 400 Est. Cost $26.32 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $242.79 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $10 Shares 427 Est. Cost $21.88 Unrealized 0.0%
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $103.59 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.64 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $198.37 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $10 Shares 39 Est. Cost $354.76 Unrealized -26.5%
ADSK AUTODESK INC COM 0.0%
Value ($000) $10 Shares 30 Est. Cost $304.73 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $61.67 Unrealized +49.5%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $9 Shares 197 Est. Cost $47.20 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $185.68 Unrealized
DBEU XTRACKERS MSCI EUROPE HEDGED EQUITY ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $46.05 Unrealized
SNTH MRP SYNTHEQUITY ETF 0.0%
Value ($000) $9 Shares 302 Est. Cost $30.35 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.08 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $8 Shares 174 Est. Cost $50.61 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $8 Shares 34 Est. Cost $238.95 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $8 Shares 32 Est. Cost $273.52 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $8 Shares 342 Est. Cost $45.36 Unrealized -46.4%
EQIX EQUINIX INC COM 0.0%
Value ($000) $8 Shares 10 Est. Cost $774.22 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $8 Shares 16 Est. Cost $464.78 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $8 Shares 425 Est. Cost $18.24 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $50.73 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $7 Shares 200 Est. Cost $44.34 Unrealized 0.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $7 Shares 70 Est. Cost $106.79 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $7 Shares 16 Est. Cost $479.87 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $7 Shares 74 Est. Cost $93.52 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $7 Shares 180 Est. Cost $45.03 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $7 Shares 142 Est. Cost $43.83 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 90 Est. Cost $76.72 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $7 Shares 62 Est. Cost $101.36 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $160.05 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $65.48 Unrealized +10.3%
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 0.0%
Value ($000) $7 Shares 116 Est. Cost $53.66 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $7 Shares 26 Est. Cost $250.41 Unrealized 0.0%
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $67.67 Unrealized 0.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $6 Shares 18 Est. Cost $573.19 Unrealized -37.4%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $533.84 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $6 Shares 9 Est. Cost $699.24 Unrealized 0.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 32 Est. Cost $135.55 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $49.39 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $6 Shares 71 Est. Cost $88.61 Unrealized -0.0%
FAST FASTENAL CO COM 0.0%
Value ($000) $6 Shares 120 Est. Cost $46.94 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $6 Shares 64 Est. Cost $92.14 Unrealized 0.0%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $521.89 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $343.44 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $6 Shares 16 Est. Cost $351.39 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $6 Shares 24 Est. Cost $233.28 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $5 Shares 112 Est. Cost $63.45 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $422.74 Unrealized -1.1%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $5 Shares 107 Est. Cost $48.88 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $291.66 Unrealized 0.0%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $5 Shares 90 Est. Cost $58.09 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $107.11 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $72.16 Unrealized 0.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $5 Shares 22 Est. Cost $214.74 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $215.56 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $427.59 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $5 Shares 14 Est. Cost $323.82 Unrealized 0.0%
NYLI CBRE GBL INFR MEGTRNDS TR COM 0.0%
Value ($000) $5 Shares 330 Est. Cost $14.68 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $5 Shares 97 Est. Cost $49.31 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $384.53 Unrealized 0.0%
QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 90 Est. Cost $48.47 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $4 Shares 18 Est. Cost $247.24 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $4 Shares 64 Est. Cost $69.05 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $15.95 Unrealized +76.0%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $181.15 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $4 Shares 16 Est. Cost $238.92 Unrealized 0.0%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $103.37 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $103.21 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $257.33 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $140.03 Unrealized 0.0%
SPHB INVESCO S&P 500 HIGH BETA ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $109.81 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 114 Est. Cost $75.56 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $100.06 Unrealized
SSB SOUTHSTATE BK CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $96.71 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $117.95 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $165.03 Unrealized 0.0%
POOL POOL CORP COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $311.31 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $45.83 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $100.23 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 18 Est. Cost $119.50 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.0%
Value ($000) $2 Shares 22 Est. Cost $96.14 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $37.14 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $65.93 Unrealized
IQSU NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $2 Shares 34 Est. Cost $53.21 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $2 Shares 26 Est. Cost $49.97 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $1 Shares 8 Est. Cost $178.75 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $65.00 Unrealized
XME SPDR S&P METALS & MINING ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $93.21 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $38.12 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $83.71 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $43.11 Unrealized
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $1 Shares 17 Est. Cost $60.47 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $86.55 Unrealized 0.0%
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $1 Shares 1 Est. Cost $738.00 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 21 Est. Cost $37.90 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $100.52 Unrealized 0.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $51.25 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $81.60 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.56 Unrealized 0.0%
SAP SAP SE SPON ADR 0.0%
Value ($000) $1 Shares 2 Est. Cost $267.00 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $561.33 Unrealized 0.0%
APTV APTIV PLC COM SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $75.43 Unrealized 0.0%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.94 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $44.10 Unrealized +113.4%
RACE FERRARI N V COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $479.13 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $0 Shares 8 Est. Cost $55.11 Unrealized 0.0%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $483.00 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $75.60 Unrealized +103.1%
MMYT MAKEMYTRIP LIMITED MAURITIUS SHS 0.0%
Value ($000) $0 Shares 5 Est. Cost $97.21 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $468.00 Unrealized
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $41.09 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $0 Shares 28 Est. Cost $13.95 Unrealized 0.0%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $61.48 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $0 Shares 6 Est. Cost $72.83 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $211.25 Unrealized +6.7%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $0 Shares 6 Est. Cost $67.92 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $124.23 Unrealized -11.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $165.25 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $0 Shares 6 Est. Cost $71.83 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $72.15 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $26.14 Unrealized 0.0%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $55.69 Unrealized 0.0%
VOYA VOYA FINANCIAL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.96 Unrealized 0.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $181.87 Unrealized 0.0%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $0 Shares 12 Est. Cost $28.25 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $33.77 Unrealized -21.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $129.80 Unrealized +36.9%
DXCM DEXCOM INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $79.14 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $308.14 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $30.70 Unrealized +10.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $271.37 Unrealized 0.0%
FLG FLAGSTAR FINANCIAL INC COM NEW 0.0%
Value ($000) $0 Shares 26 Est. Cost $11.88 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $248.25 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $128.77 Unrealized 0.0%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $266.78 Unrealized 0.0%
KOS KOSMOS ENERGY LTD COM 0.0%
Value ($000) $0 Shares 172 Est. Cost $1.87 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.37 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $30.82 Unrealized 0.0%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $226.63 Unrealized
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $18.00 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $48.73 Unrealized +19.7%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $49.17 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $94.26 Unrealized -42.5%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $30.10 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $45.51 Unrealized 0.0%
WCC WESCO INTL INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $209.31 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.00 Unrealized
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.24 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.00 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $173.36 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.01 Unrealized 0.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $70.25 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $14.52 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.94 Unrealized 0.0%
CNH CNH INDL N V SHS 0.0%
Value ($000) $0 Shares 13 Est. Cost $12.21 Unrealized 0.0%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $31.91 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $67.84 Unrealized 0.0%
TPR TAPESTRY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $104.00 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $53.10 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.04 Unrealized 0.0%
RAL RALLIANT CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.46 Unrealized 0.0%
YIELDMAX ULTRA OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $6.33 Unrealized