Prime Capital Investment Advisors, LLC Diversified Active

Location: Overland Park, KS

CIK: 0001731446 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 5, 2026

Total Value: $10.31B (100.0% shares, 0.0% debt)

Holdings (1,087)

New Positions (96)

AVUS AMERICAN CENTY ETF TR EMERGING 2.2%
Value $226M Shares 1,763,123 Est. Cost $128.08 Unrealized
ACYN FIRST TR EXCHANGE-TRADED FD VEST LADDERED 0.1%
Value $12.69M Shares 610,231 Est. Cost $20.79 Unrealized
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK 0.1%
Value $9.586M Shares 56,107 Est. Cost $170.86 Unrealized
XOVR ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF 0.1%
Value $9.09M Shares 431,852 Est. Cost $21.05 Unrealized
FRMI FERMI INC COM 0.0%
Value $4.239M Shares 2,068,000 Est. Cost $12.33 Unrealized
SPTL SPDR SERIES TRUST ST LON TREAS ETF 0.0%
Value $3.587M Shares 136,763 Est. Cost $26.23 Unrealized
BIZD VANECK ETF TRUST BDC INCOME ETF 0.0%
Value $3.338M Shares 263,632 Est. Cost $12.66 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value $2.223M Shares 9,930 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC COM 0.0%
Value $2.194M Shares 9,923 Est. Cost $221.08 Unrealized
DRAM ROUNDHILL ETF TRUST MEMORY ETF 0.0%
Value $1.97M Shares 26,674 Est. Cost $73.85 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value $1.767M Shares 39,444 Est. Cost $44.79 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value $1.498M Shares 2 Est. Cost $748850.00 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $1.474M Shares 12,466 Est. Cost $118.21 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value $1.388M Shares 15,621 Est. Cost $88.86 Unrealized
NUHY NUSHARES ETF TR ESG HI TLD CRP 0.0%
Value $1.323M Shares 61,722 Est. Cost $21.44 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 0.0%
Value $935K Shares 19,846 Est. Cost $47.12 Unrealized
SPMO INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 0.0%
Value $898K Shares 5,558 Est. Cost $161.54 Unrealized
KARS KRANESHARES TRUST ELEC VEH FUTUR 0.0%
Value $809K Shares 25,648 Est. Cost $31.53 Unrealized
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value $727K Shares 6,180 Est. Cost $117.60 Unrealized
PGNY PROGYNY INC COM 0.0%
Value $691K Shares 23,954 Est. Cost $28.83 Unrealized
DMBS DOUBLELINE ETF TRUST MORTGAGE ETF 0.0%
Value $543K Shares 11,068 Est. Cost $49.09 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $446K Shares 11,000 Est. Cost $121.54 Unrealized
CHRN CHRONOSCALE CORP COMMON STOCK 0.0%
Value $444K Shares 20,000 Est. Cost $22.22 Unrealized
FDXF FEDEX FGHT HLDG CO INC COMMON STOCK 0.0%
Value $441K Shares 2,920 Est. Cost $151.00 Unrealized
IREN IREN LIMITED ORDINARY SHARES 0.0%
Value $408K Shares 8,927 Est. Cost $45.73 Unrealized
HUM HUMANA INC COM 0.0%
Value $404K Shares 1,018 Est. Cost $397.33 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value $358K Shares 5,574 Est. Cost $64.19 Unrealized
XTJA INNOVATOR ETFS TRUST US EQTY ACC PLUS 0.0%
Value $340K Shares 10,000 Est. Cost $34.04 Unrealized
EWY ISHARES INC MSCI STH KOR ETF 0.0%
Value $329K Shares 1,630 Est. Cost $201.90 Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value $323K Shares 7,567 Est. Cost $42.66 Unrealized
UTES ETFIS SER TR I VIRTUS REAVES UT 0.0%
Value $314K Shares 3,838 Est. Cost $81.74 Unrealized
DD DUPONT DE NEMOURS INC COMMON STOCK 0.0%
Value $311K Shares 2,291 Est. Cost $135.62 Unrealized
JMSI J P MORGAN EXCHANGE TRADED F SUST MUNI IN ETF 0.0%
Value $311K Shares 6,158 Est. Cost $50.44 Unrealized
CCL CARNIVAL CORP LTD COMMON SHARES 0.0%
Value $306K Shares 10,695 Est. Cost $28.57 Unrealized
AAON AAON INC COM PAR 0.004 0.0%
Value $305K Shares 2,401 Est. Cost $126.86 Unrealized
RVMD REVOLUTION MEDICINES INC COM 0.0%
Value $292K Shares 1,558 Est. Cost $187.26 Unrealized
FHDG FIRST TR EXCHNG TRADED FD VI FT VEST US EQUIT 0.0%
Value $292K Shares 8,046 Est. Cost $36.24 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value $291K Shares 2,561 Est. Cost $113.68 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value $290K Shares 6,437 Est. Cost $45.12 Unrealized
CSRE COHEN & STEERS ETF TRUST REAL EST ACT ETF 0.0%
Value $274K Shares 9,654 Est. Cost $28.38 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value $268K Shares 197 Est. Cost $1361.77 Unrealized
ARKG ARK ETF TR GENOMIC REV ETF 0.0%
Value $266K Shares 6,336 Est. Cost $42.06 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR COM 0.0%
Value $258K Shares 1,033 Est. Cost $250.02 Unrealized
ZAP GLOBAL X FDS U S ELECT ETF 0.0%
Value $258K Shares 7,451 Est. Cost $34.61 Unrealized
TBLL INVESCO EXCH TRADED FD TR II SHORT TERM ETF 0.0%
Value $255K Shares 2,418 Est. Cost $105.57 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 0.0%
Value $254K Shares 1,234 Est. Cost $206.18 Unrealized
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value $253K Shares 2,915 Est. Cost $86.95 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value $253K Shares 2,792 Est. Cost $90.73 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value $252K Shares 409 Est. Cost $616.90 Unrealized
TTMI TTM TECHNOLOGIES INC COM 0.0%
Value $251K Shares 1,341 Est. Cost $187.02 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value $247K Shares 3,024 Est. Cost $81.55 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU ROBO GLB ETF 0.0%
Value $246K Shares 2,876 Est. Cost $85.65 Unrealized
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $244K Shares 995 Est. Cost $245.17 Unrealized
NEU NEWMARKET CORP COM 0.0%
Value $241K Shares 304 Est. Cost $791.24 Unrealized
SEZL SEZZLE INC COM 0.0%
Value $239K Shares 1,395 Est. Cost $171.63 Unrealized
PAYR FEDERATED HERMES ETF TRUST ENHANCED INCOME 0.0%
Value $239K Shares 4,454 Est. Cost $53.65 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $233K Shares 829 Est. Cost $280.87 Unrealized
NTAP NETAPP INC COM 0.0%
Value $233K Shares 1,503 Est. Cost $154.73 Unrealized
QBTS D-WAVE QUANTUM INC COM 0.0%
Value $231K Shares 9,641 Est. Cost $23.99 Unrealized
GNR SPDR INDEX SHS FDS ST STR NAT ETF 0.0%
Value $230K Shares 3,420 Est. Cost $67.31 Unrealized
XYZ BLOCK INC CL A 0.0%
Value $228K Shares 2,995 Est. Cost $76.00 Unrealized
FDEM FIDELITY COVINGTON TRUST EMERG MKTS MLTFT 0.0%
Value $227K Shares 6,235 Est. Cost $36.33 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $225K Shares 1,697 Est. Cost $132.81 Unrealized
DSCO DOUBLELINE ETF TRUST SECUR CR ETF 0.0%
Value $225K Shares 9,019 Est. Cost $24.93 Unrealized
ZION ZIONS BANCORPORATION NATL AS COM 0.0%
Value $225K Shares 3,249 Est. Cost $69.19 Unrealized
HUBB HUBBELL INC COM 0.0%
Value $224K Shares 429 Est. Cost $522.96 Unrealized
SURE ADVISORSHARES TR INSIDER ADVANTA 0.0%
Value $224K Shares 1,502 Est. Cost $148.92 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value $219K Shares 2,141 Est. Cost $102.25 Unrealized
TDVI FIRST TR EXCHANGE-TRADED FD FT VEST TEC 0.0%
Value $218K Shares 6,853 Est. Cost $31.76 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value $213K Shares 396 Est. Cost $538.87 Unrealized
SUSA ISHARES TR ESG OPTIMIZED 0.0%
Value $213K Shares 1,378 Est. Cost $154.32 Unrealized
VMBS VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 0.0%
Value $212K Shares 4,522 Est. Cost $46.81 Unrealized
CRK COMSTOCK RES INC COM 0.0%
Value $211K Shares 14,168 Est. Cost $14.92 Unrealized
FLEX FLEX LTD ORD 0.0%
Value $210K Shares 1,296 Est. Cost $162.07 Unrealized
JLL JONES LANG LASALLE INC COM 0.0%
Value $209K Shares 674 Est. Cost $309.95 Unrealized
BITB BITWISE BITCOIN ETF TR SHS BEN INT 0.0%
Value $207K Shares 6,495 Est. Cost $31.86 Unrealized
NJAN INNOVATOR ETFS TRUST GRWT100 PWR BF 0.0%
Value $206K Shares 3,497 Est. Cost $59.02 Unrealized
DNOV FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 0.0%
Value $205K Shares 4,000 Est. Cost $51.35 Unrealized
WWD WOODWARD INC COM 0.0%
Value $204K Shares 480 Est. Cost $425.47 Unrealized
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $204K Shares 700 Est. Cost $290.98 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value $204K Shares 1,171 Est. Cost $173.84 Unrealized
IVES WEDBUSH SER TR DAN IVE REVO ETF 0.0%
Value $204K Shares 5,342 Est. Cost $38.10 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $202K Shares 955 Est. Cost $211.84 Unrealized
EXI ISHARES TR GLOB INDSTRL ETF 0.0%
Value $201K Shares 1,000 Est. Cost $200.50 Unrealized
MARA MARA HOLDINGS INC COM 0.0%
Value $160K Shares 11,512 Est. Cost $13.89 Unrealized
ZS ZSCALER INC COM 0.0%
Value $111K Shares 786 Est. Cost $141.15 Unrealized
ZS ZSCALER INC COM 0.0%
Value $104K Shares 4,000 Est. Cost $141.15 Unrealized
LPL LG DISPLAY CO LTD SPONS ADR REP 0.0%
Value $87,416 Shares 22,472 Est. Cost $3.89 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value $51,600 Shares 4,000 Est. Cost $104.94 Unrealized
GNLX GENELUX CORPORATION COM 0.0%
Value $47,904 Shares 15,915 Est. Cost $3.01 Unrealized
RNTX REIN THERAPEUTICS INC COM NEW 0.0%
Value $37,555 Shares 36,111 Est. Cost $1.04 Unrealized
VERU VERU INC COM NEW 0.0%
Value $31,300 Shares 10,000 Est. Cost $3.13 Unrealized
NKE NIKE INC CL B 0.0%
Value $2,045 Shares 100 Est. Cost $95.41 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value $1,458 Shares 500 Est. Cost $34.42 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.0%
Value $296 Shares 100 Est. Cost $210.91 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $108 Shares 300 Est. Cost $51.40 Unrealized

Increased Positions (297)

IVV ISHARES TR CORE S&P500 ETF 6.9%
Value $708M (+132.2%) Shares 945,895 (+102.6%) Est. Cost $673.19 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 2.6%
Value $268M (+363.5%) Shares 2,770,947 (+334.5%) Est. Cost $90.95 Unrealized
XTEN BONDBLOXX ETF TRUST BLOOMBERG TEN YR 1.8%
Value $189M (+106.9%) Shares 4,136,120 (+108.2%) Est. Cost $45.83 Unrealized
IUSB ISHARES TR CORE UNIVRSL USD 0.7%
Value $76.51M (+4171.7%) Shares 1,657,922 (+4175.4%) Est. Cost $46.16 Unrealized
IJH ISHARES TR CORE S&P MCP ETF 0.7%
Value $72.91M (+594.3%) Shares 945,484 (+508.0%) Est. Cost $76.73 Unrealized
MU MICRON TECHNOLOGY INC COM 0.5%
Value $49.88M (+415.5%) Shares 43,209 (+50.9%) Est. Cost $477.73 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 1.3%
Value $134M (+33.0%) Shares 1,404,457 (+20.7%) Est. Cost $69.12 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.3%
Value $29.73M (+239.2%) Shares 68,606 (+67.3%) Est. Cost $220.11 Unrealized
AVGO BROADCOM INC COM 1.0%
Value $99M (+26.1%) Shares 262,087 (+3.4%) Est. Cost $165.35 Unrealized
CAT CATERPILLAR INC COM 0.4%
Value $38.73M (+84.6%) Shares 36,374 (+22.8%) Est. Cost $438.10 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.7%
Value $67.87M (+31.6%) Shares 192,081 (+6.8%) Est. Cost $153.13 Unrealized
GEV GE VERNOVA INC COM 0.5%
Value $52.74M (+37.0%) Shares 44,889 (+1.8%) Est. Cost $347.80 Unrealized
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.3%
Value $31.85M (+76.9%) Shares 415,253 (+78.1%) Est. Cost $76.37 Unrealized
FENI FIDELITY COVINGTON TRUST ENHANCED INTL 0.1%
Value $12.71M (+2513.0%) Shares 316,789 (+2322.3%) Est. Cost $40.01 Unrealized
FTEC FIDELITY COVINGTON TRUST MSCI INFO TECH I 0.3%
Value $33.72M (+53.5%) Shares 118,093 (+11.9%) Est. Cost $214.49 Unrealized
AGG ISHARES TR CORE US AGGBD ET 3.6%
Value $376M (+2.9%) Shares 3,796,233 (+3.2%) Est. Cost $100.09 Unrealized
AVDE AMERICAN CENTY ETF TR INTL EQT ETF 0.4%
Value $41.41M (+33.3%) Shares 464,198 (+26.7%) Est. Cost $85.59 Unrealized
IAGG ISHARES TR CORE INTL AGGR 0.5%
Value $55.09M (+22.9%) Shares 1,088,753 (+21.5%) Est. Cost $50.25 Unrealized
INTC INTEL CORP COM 0.1%
Value $13.94M (+224.8%) Shares 99,864 (+2.7%) Est. Cost $44.35 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value $32.31M (+42.4%) Shares 127,237 (+37.1%) Est. Cost $181.29 Unrealized
TSLA TESLA INC COM 0.4%
Value $41.02M (+27.6%) Shares 97,534 (+12.8%) Est. Cost $282.17 Unrealized
SNDK SANDISK CORP COM 0.1%
Value $8.409M (+562.1%) Shares 3,698 (+85.0%) Est. Cost $1323.90 Unrealized
VXUS VANGUARD STAR FDS VG TL INTL STK F 0.2%
Value $18.84M (+59.0%) Shares 220,404 (+43.4%) Est. Cost $65.39 Unrealized
JPM JPMORGAN CHASE & CO COM 0.5%
Value $49.47M (+16.4%) Shares 151,129 (+4.6%) Est. Cost $171.73 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI FT VEST DEEP ETF 0.4%
Value $37.25M (+21.2%) Shares 1,253,318 (+14.2%) Est. Cost $28.22 Unrealized
QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 0.1%
Value $9.868M (+182.7%) Shares 32,570 (+121.7%) Est. Cost $266.57 Unrealized
ITA ISHARES TR US AER DEF ETF 0.1%
Value $10.64M (+127.0%) Shares 43,889 (+104.8%) Est. Cost $184.67 Unrealized
LIN LINDE PLC SHS 0.1%
Value $7.701M (+326.9%) Shares 14,839 (+307.8%) Est. Cost $481.93 Unrealized
RTX RTX CORPORATION COM 0.4%
Value $41.03M (+16.6%) Shares 216,274 (+18.6%) Est. Cost $107.71 Unrealized
GE GE AEROSPACE COM NEW 0.2%
Value $20.84M (+37.6%) Shares 55,771 (+4.5%) Est. Cost $155.22 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.6%
Value $61.09M (+10.0%) Shares 588,054 (+2.9%) Est. Cost $96.04 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value $15.27M (+57.0%) Shares 152,308 (+8.5%) Est. Cost $65.33 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 0.2%
Value $25.66M (+24.7%) Shares 206,667 (+328.3%) Est. Cost $174.03 Unrealized
IQDG WISDOMTREE TR INTL QULTY DIV 0.1%
Value $13.97M (+54.8%) Shares 324,190 (+44.2%) Est. Cost $36.82 Unrealized
SMIG ETF SER SOLUTIONS BAHL GAYNOR SML 0.1%
Value $14.66M (+48.4%) Shares 446,824 (+32.7%) Est. Cost $29.90 Unrealized
CAIE CALAMOS ETF TR AUTOC INCOM ETF 0.2%
Value $16.6M (+39.9%) Shares 609,896 (+29.3%) Est. Cost $26.15 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value $5.938M (+382.9%) Shares 19,934 (+60.6%) Est. Cost $156.30 Unrealized
AGGY WISDOMTREE TR YIELD ENHANCD US 0.3%
Value $33.88M (+15.4%) Shares 779,212 (+15.3%) Est. Cost $43.45 Unrealized
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 1.0%
Value $98.71M (+4.3%) Shares 1,951,599 (+2.9%) Est. Cost $50.31 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.2%
Value $22.12M (+22.4%) Shares 256,738 (+520.5%) Est. Cost $126.58 Unrealized
GRID FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE 0.1%
Value $14.47M (+38.3%) Shares 75,474 (+18.0%) Est. Cost $157.40 Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.1%
Value $11.17M (+54.0%) Shares 5,615 (+2.3%) Est. Cost $723.36 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value $7.258M (+116.1%) Shares 29,223 (+143.0%) Est. Cost $253.14 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE ETF 0.3%
Value $34.89M (+12.4%) Shares 361,861 (+3.4%) Est. Cost $85.07 Unrealized
XLE SELECT SECTOR SPDR TR ST STR ENERG ETF 0.1%
Value $9.307M (+67.8%) Shares 175,246 (+93.6%) Est. Cost $60.25 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $6.98M (+107.0%) Shares 17,552 (+140.0%) Est. Cost $417.33 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI FT LADD BUFF ETF 0.2%
Value $22.01M (+19.0%) Shares 602,632 (+10.0%) Est. Cost $33.76 Unrealized
MSFT MICROSOFT CORP COM 1.2%
Value $123M (+2.7%) Shares 330,356 (+1.9%) Est. Cost $305.30 Unrealized
ILCG ISHARES TR MORNINGSTAR GRWT 0.1%
Value $14.72M (+26.2%) Shares 125,749 (+2.9%) Est. Cost $80.53 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value $4.832M (+165.4%) Shares 16,015 (+1195.7%) Est. Cost $323.32 Unrealized
ACIO ETF SER SOLUTIONS APTUS COLLRD INV 0.1%
Value $11.54M (+34.1%) Shares 250,056 (+21.9%) Est. Cost $43.40 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 0.7%
Value $68.95M (+4.4%) Shares 1,423,682 (+3.6%) Est. Cost $48.99 Unrealized
SPYM SPDR SERIES TRUST ST STR P500ETF 0.1%
Value $10.71M (+35.4%) Shares 121,857 (+17.9%) Est. Cost $74.61 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value $4.128M (+197.6%) Shares 6,463 (+26.0%) Est. Cost $203.68 Unrealized
USFR WISDOMTREE TR FLOATNG RAT TREA 0.1%
Value $9.706M (+39.1%) Shares 192,766 (+39.1%) Est. Cost $50.34 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BND MRKT 1.0%
Value $106M (+2.5%) Shares 1,443,141 (+2.8%) Est. Cost $73.03 Unrealized
TQQQ PROSHARES TR ULTRAPRO QQQ 0.0%
Value $3.236M (+343.1%) Shares 39,956 (+128.0%) Est. Cost $72.89 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value $3.458M (+242.1%) Shares 12,522 (+28.5%) Est. Cost $128.83 Unrealized
SOXX ISHARES TR ISHARES SEMICDTR 0.0%
Value $4.676M (+109.5%) Shares 7,298 (+7.5%) Est. Cost $287.72 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.2%
Value $17.77M (+15.9%) Shares 47,941 (+2.3%) Est. Cost $258.64 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value $15.05M (+18.3%) Shares 136,456 (+4.3%) Est. Cost $85.97 Unrealized
VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 0.1%
Value $12.45M (+22.2%) Shares 174,673 (+9.9%) Est. Cost $56.03 Unrealized
DRSK ETF SER SOLUTIONS APTUS DEFINED 0.1%
Value $9.209M (+31.5%) Shares 320,306 (+25.0%) Est. Cost $28.59 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value $2.692M (+370.8%) Shares 7,591 (+100.9%) Est. Cost $240.70 Unrealized
SGOV ISHARES TR 0-3 MTH TREASURY 0.1%
Value $5.218M (+67.1%) Shares 51,837 (+67.0%) Est. Cost $100.68 Unrealized
CMI CUMMINS INC COM 0.1%
Value $7.188M (+41.1%) Shares 10,079 (+6.4%) Est. Cost $298.61 Unrealized
BAC BANK OF AMER CORP COM 0.1%
Value $12.06M (+19.6%) Shares 211,693 (+2.4%) Est. Cost $33.67 Unrealized
IEUR ISHARES TR CORE MSCI EURO 0.2%
Value $20.75M (+9.4%) Shares 276,032 (+2.3%) Est. Cost $57.28 Unrealized
VGT VANGUARD WORLD FD INF TECH ETF 0.1%
Value $7.825M (+29.1%) Shares 65,470 (+653.5%) Est. Cost $169.13 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value $8.626M (+25.2%) Shares 28,711 (+3.3%) Est. Cost $210.91 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value $6.991M (+32.6%) Shares 33,444 (+4.4%) Est. Cost $98.78 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value $16.31M (+11.5%) Shares 31,749 (+8.5%) Est. Cost $449.96 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE SHS CREAT UNIT 0.1%
Value $9.393M (+20.1%) Shares 190,608 (+3.6%) Est. Cost $38.84 Unrealized
GLW CORNING INC COM 0.0%
Value $3.168M (+93.3%) Shares 12,401 (+2.9%) Est. Cost $63.36 Unrealized
SMH VANECK ETF TRUST SEMICONDUCTR ETF 0.0%
Value $2.886M (+105.5%) Shares 4,401 (+20.1%) Est. Cost $329.94 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $8.303M (+21.3%) Shares 33,722 (+2.5%) Est. Cost $132.59 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value $2.222M (+183.5%) Shares 4,312 (+119.0%) Est. Cost $456.64 Unrealized
USHY ISHARES TR BROAD USD HIGH 0.4%
Value $41.29M (+3.5%) Shares 1,115,267 (+3.0%) Est. Cost $36.00 Unrealized
FHEQ FIDELITY GREENWOOD STREET TR HEDGED EQTY ETF 0.0%
Value $4.965M (+38.9%) Shares 150,778 (+24.1%) Est. Cost $30.93 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 0.0%
Value $1.511M (+617.8%) Shares 36,969 (+598.2%) Est. Cost $40.72 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value $1.646M (+377.1%) Shares 6,321 (+116.3%) Est. Cost $197.79 Unrealized
IDUB ETF SER SOLUTIONS APTUS INT ENH YL 0.1%
Value $5.861M (+28.5%) Shares 213,240 (+15.3%) Est. Cost $24.31 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.6%
Value $61.57M (+2.1%) Shares 2,323,341 (+2.6%) Est. Cost $36.44 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value $3.563M (+55.0%) Shares 68,094 (+46.9%) Est. Cost $59.07 Unrealized
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 0.2%
Value $19.15M (+7.0%) Shares 420,968 (+7.3%) Est. Cost $45.53 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 0.3%
Value $29.6M (+4.4%) Shares 524,142 (+4.8%) Est. Cost $56.47 Unrealized
ERO ERO COPPER CORP COM 0.0%
Value $2.455M (+89.4%) Shares 91,759 (+88.8%) Est. Cost $29.40 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value $1.444M (+358.5%) Shares 2,989 (+4.0%) Est. Cost $96.08 Unrealized
DE DEERE & CO COM 0.1%
Value $8.724M (+14.6%) Shares 13,754 (+1.8%) Est. Cost $371.94 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value $2.794M (+62.1%) Shares 27,337 (+42.1%) Est. Cost $93.83 Unrealized
APLD APPLIED DIGITAL CORP COM NEW 0.0%
Value $2.25M (+90.6%) Shares 60,314 (+21.3%) Est. Cost $30.30 Unrealized
XSD SPDR SERIES TRUST ST STR SP SEMI 0.0%
Value $2.063M (+106.7%) Shares 3,307 (+8.1%) Est. Cost $152.84 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.1%
Value $5.451M (+24.2%) Shares 17,984 (+7.3%) Est. Cost $210.55 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES 0.0%
Value $1.466M (+202.1%) Shares 5,391 (+4.3%) Est. Cost $70.99 Unrealized
IWB ISHARES TR RUS 1000 ETF 0.0%
Value $3.459M (+38.4%) Shares 8,447 (+20.5%) Est. Cost $322.34 Unrealized
DUBS ETF SER SOLUTIONS APTUS LARGE CAP 0.0%
Value $3.379M (+35.9%) Shares 81,143 (+17.6%) Est. Cost $36.57 Unrealized
MBB ISHARES TR MBS ETF 0.1%
Value $6.921M (+14.4%) Shares 73,225 (+14.9%) Est. Cost $93.99 Unrealized
NUKZ EXCHANGE TRADED CONCEPTS TRU RANG NUCL RE ETF 0.1%
Value $7.627M (+12.6%) Shares 111,897 (+8.6%) Est. Cost $65.96 Unrealized
TAXF AMERICAN CENTY ETF TR DIVERSIFIED MU 0.2%
Value $17.84M (+5.0%) Shares 351,005 (+3.4%) Est. Cost $50.08 Unrealized
OSCV ETF SER SOLUTIONS OPUS SML CP VL 0.0%
Value $4.301M (+24.2%) Shares 101,940 (+16.1%) Est. Cost $38.28 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT SHS CREAT UNIT 0.0%
Value $1.099M (+296.3%) Shares 25,959 (+212.4%) Est. Cost $37.88 Unrealized
CGXU CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT 0.0%
Value $2.184M (+57.1%) Shares 63,079 (+33.8%) Est. Cost $29.61 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.1%
Value $8.106M (+10.8%) Shares 100,607 (+295.0%) Est. Cost $116.88 Unrealized
IWS ISHARES TR RUS MDCP VAL ETF 0.0%
Value $1.506M (+110.1%) Shares 9,151 (+86.0%) Est. Cost $146.06 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $2.383M (+49.5%) Shares 219,236 (+52.1%) Est. Cost $11.62 Unrealized
DEFR ETF SER SOLUTIONS APTU DEFD IN ETF 0.0%
Value $3.868M (+25.0%) Shares 144,619 (+24.3%) Est. Cost $26.53 Unrealized
FSLR FIRST SOLAR INC COM 0.0%
Value $3.479M (+27.7%) Shares 14,742 (+6.7%) Est. Cost $182.06 Unrealized
CLOA BLACKROCK ETF TRUST II ISHARES AAA CLO 0.1%
Value $10.89M (+7.4%) Shares 209,865 (+7.2%) Est. Cost $51.83 Unrealized
JUCY ETF SER SOLUTIONS APTUS ENHANCED 0.0%
Value $3.007M (+32.0%) Shares 136,785 (+33.0%) Est. Cost $22.16 Unrealized
COHR COHERENT CORP COM 0.0%
Value $1.668M (+67.8%) Shares 4,229 (+1.3%) Est. Cost $163.26 Unrealized
SPEM SPDR INDEX SHS FDS ST PORT MARK ETF 0.0%
Value $3.028M (+28.1%) Shares 58,488 (+16.1%) Est. Cost $44.76 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value $1.009M (+178.0%) Shares 2,057 (+120.0%) Est. Cost $390.72 Unrealized
VFLO VICTORY PORTFOLIOS II SHS FR CA FL ETF 0.0%
Value $2.462M (+35.3%) Shares 53,813 (+16.8%) Est. Cost $38.93 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value $812K (+299.6%) Shares 2,681 (+78.9%) Est. Cost $160.54 Unrealized
USD PROSHARES TR PSHS ULT SEMICDT 0.0%
Value $1.087M (+120.6%) Shares 10,426 (+1.5%) Est. Cost $63.34 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 0.1%
Value $5.744M (+11.4%) Shares 113,404 (+9.9%) Est. Cost $50.31 Unrealized
VONG VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 0.0%
Value $2.833M (+25.9%) Shares 22,164 (+8.1%) Est. Cost $92.81 Unrealized
IONQ IONQ INC COM 0.0%
Value $923K (+160.2%) Shares 17,324 (+40.8%) Est. Cost $44.95 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $1.742M (+47.1%) Shares 15,258 (+52.8%) Est. Cost $82.50 Unrealized
CPSL CALAMOS ETF TR LADD S&P 500 ETF 0.0%
Value $3.747M (+17.4%) Shares 134,220 (+14.5%) Est. Cost $27.32 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $3.513M (+18.5%) Shares 29,694 (+11.6%) Est. Cost $126.90 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $2.061M (+34.1%) Shares 33,374 (+26.9%) Est. Cost $52.65 Unrealized
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value $789K (+195.3%) Shares 940 (+43.3%) Est. Cost $516.31 Unrealized
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.0%
Value $2.275M (+29.5%) Shares 38,106 (+17.2%) Est. Cost $46.97 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F BETABUILDERS US 0.0%
Value $1.061M (+93.6%) Shares 23,101 (+94.5%) Est. Cost $46.06 Unrealized
WELL WELLTOWER INC COM 0.0%
Value $1.782M (+39.5%) Shares 7,851 (+21.5%) Est. Cost $134.79 Unrealized
AIQ GLOBAL X FDS ARTIFICIAL ETF 0.0%
Value $1.342M (+58.3%) Shares 20,457 (+12.6%) Est. Cost $47.45 Unrealized
HIMU BLACKROCK ETF TRUST II ISH HIG MUN ETF 0.1%
Value $8.325M (+6.2%) Shares 167,169 (+2.3%) Est. Cost $48.02 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value $1.201M (+64.2%) Shares 12,067 (+27.8%) Est. Cost $104.94 Unrealized
PAVE GLOBAL X FDS US INFR DEV ETF 0.0%
Value $3.038M (+17.4%) Shares 51,554 (+1.2%) Est. Cost $39.51 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $4.449M (+10.8%) Shares 61,838 (+1.6%) Est. Cost $51.46 Unrealized
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ 0.0%
Value $3.339M (+14.4%) Shares 105,298 (+10.7%) Est. Cost $37.60 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value $10.33M (-3.9%) Shares 16,572 (+19.1%) Est. Cost $597.53 Unrealized
NVT NVENT ELEC PLC SHS 0.0%
Value $1.291M (+46.3%) Shares 7,614 (+2.0%) Est. Cost $51.91 Unrealized
GLDM WORLD GOLD TR SPDR GLD MINIS 0.0%
Value $4.521M (-8.2%) Shares 56,929 (+7.2%) Est. Cost $41.18 Unrealized
FLKR FRANKLIN TEMPLETON ETF TR FTSE SOUTH KOREA 0.0%
Value $700K (+134.2%) Shares 10,600 (+41.3%) Est. Cost $47.54 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $1.439M (+38.1%) Shares 2,898 (+24.2%) Est. Cost $406.48 Unrealized
KOMP SPDR SERIES TRUST SP KENSHO NEWEC 0.0%
Value $1.223M (+45.9%) Shares 17,100 (+19.3%) Est. Cost $52.11 Unrealized
USSG DBX ETF TR XTRACKERS MSCI 0.0%
Value $2.316M (+19.8%) Shares 33,341 (+3.0%) Est. Cost $41.55 Unrealized
SUB ISHARES TR SHRT NAT MUN ETF 0.2%
Value $16.03M (+2.4%) Shares 150,565 (+2.4%) Est. Cost $104.89 Unrealized
SLYG SPDR SERIES TRUST ST STR SP600GRWO 0.0%
Value $1.465M (+32.9%) Shares 12,300 (+7.8%) Est. Cost $93.87 Unrealized
GBF ISHARES TR GOV CRED BD ETF 0.0%
Value $633K (+133.2%) Shares 6,096 (+134.0%) Est. Cost $103.97 Unrealized
ILCV ISHARES TR MORNINGSTAR VALU 0.0%
Value $3.343M (+10.6%) Shares 33,018 (+1.8%) Est. Cost $78.14 Unrealized
TGT TARGET CORP COM 0.0%
Value $1.7M (+21.5%) Shares 13,017 (+12.8%) Est. Cost $137.08 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $1.452M (+25.2%) Shares 2,957 (+6.3%) Est. Cost $264.01 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $1.01M (+38.8%) Shares 2,692 (+2.7%) Est. Cost $236.32 Unrealized
NOBL PROSHARES TR S&P 500 DV ARIST 0.0%
Value $4.752M (-5.5%) Shares 84,610 (+78.4%) Est. Cost $77.62 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $1.063M (+34.4%) Shares 14,494 (+3.2%) Est. Cost $51.40 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET SHS CREAT UNIT 0.0%
Value $1.118M (+31.5%) Shares 25,125 (+13.6%) Est. Cost $33.97 Unrealized
EQIX EQUINIX INC COM 0.0%
Value $1.173M (+28.7%) Shares 1,125 (+21.0%) Est. Cost $860.13 Unrealized
FRMI FERMI INC COM 0.0%
Value $317K (+412.0%) Shares 34,566 (+226.4%) Est. Cost $12.33 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value $3.417M (+7.7%) Shares 2,013 (+9.7%) Est. Cost $1948.87 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value $3.693M (+7.0%) Shares 27,259 (+4.4%) Est. Cost $119.88 Unrealized
BX BLACKSTONE INC COM 0.0%
Value $2.835M (+9.3%) Shares 24,094 (+6.8%) Est. Cost $100.40 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value $346K (+211.3%) Shares 12,710 (+2.7%) Est. Cost $7.48 Unrealized
XFIV BONDBLOXX ETF TRUST BLOOMBERG FVE YR 0.0%
Value $1.179M (+24.6%) Shares 24,218 (+25.8%) Est. Cost $49.06 Unrealized
SMMU PIMCO ETF TR SHTRM MUN BD ACT 0.0%
Value $2.649M (+9.6%) Shares 52,465 (+9.5%) Est. Cost $50.44 Unrealized
STIP ISHARES TR 0-5 YR TIPS ETF 0.3%
Value $31.53M (+0.7%) Shares 308,643 (+2.0%) Est. Cost $99.75 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 0.0%
Value $1.833M (+14.0%) Shares 18,662 (+9.4%) Est. Cost $72.35 Unrealized
HELO J P MORGAN EXCHANGE TRADED F HEDG EQU LAD ETF 0.0%
Value $975K (+29.5%) Shares 14,430 (+22.5%) Est. Cost $64.63 Unrealized
CLS CELESTICA INC COM 0.0%
Value $540K (+68.8%) Shares 1,479 (+30.3%) Est. Cost $316.01 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value $1.591M (+15.9%) Shares 10,865 (+1.4%) Est. Cost $110.76 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value $514K (+72.9%) Shares 890 (+19.6%) Est. Cost $398.81 Unrealized
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value $2.717M (+8.6%) Shares 33,979 (+8.1%) Est. Cost $78.15 Unrealized
GPIX GOLDMAN SACHS ETF TR S&P 500 PREMIUM 0.0%
Value $833K (+34.1%) Shares 14,982 (+20.7%) Est. Cost $51.82 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value $417K (+95.7%) Shares 3,069 (+32.5%) Est. Cost $106.31 Unrealized
JBND J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF 0.0%
Value $2.121M (+10.1%) Shares 39,654 (+10.6%) Est. Cost $53.64 Unrealized
JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 0.1%
Value $10.84M (+1.8%) Shares 214,270 (+1.9%) Est. Cost $50.40 Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $536K (+54.4%) Shares 3,283 (+9.1%) Est. Cost $91.47 Unrealized
TWLO TWILIO INC CL A 0.0%
Value $450K (+70.3%) Shares 2,182 (+3.9%) Est. Cost $101.32 Unrealized
DFAX DIMENSIONAL ETF TRUST WORLD EX US CORE 0.0%
Value $599K (+43.7%) Shares 16,271 (+32.5%) Est. Cost $28.52 Unrealized
JMST J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 0.1%
Value $14.75M (+1.2%) Shares 289,295 (+1.2%) Est. Cost $50.98 Unrealized
OCTB ETF SER SOLUTIONS APTUS OCT BUFF E 0.0%
Value $388K (+85.0%) Shares 14,244 (+70.4%) Est. Cost $25.95 Unrealized
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.0%
Value $1.05M (+20.3%) Shares 13,291 (+20.6%) Est. Cost $79.06 Unrealized
FNDX SCHWAB STRATEGIC TR FUNDAMENTAL US L 0.0%
Value $589K (+42.4%) Shares 18,952 (+27.6%) Est. Cost $31.66 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value $458K (+59.6%) Shares 1,967 (+24.9%) Est. Cost $145.53 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $680K (+31.4%) Shares 8,671 (+4.8%) Est. Cost $47.78 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 0.0%
Value $848K (+22.7%) Shares 10,457 (+3.3%) Est. Cost $56.62 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value $402K (+63.6%) Shares 469 (+34.0%) Est. Cost $566.33 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $349K (+80.5%) Shares 26,265 (+9.3%) Est. Cost $5.16 Unrealized
EASG DBX ETF TR XTRACKERS MSCI 0.0%
Value $1.178M (+15.2%) Shares 30,711 (+5.6%) Est. Cost $27.99 Unrealized
NUE NUCOR CORP COM 0.0%
Value $576K (+36.4%) Shares 2,585 (+3.5%) Est. Cost $130.78 Unrealized
O REALTY INCOME CORP COM 0.0%
Value $2.033M (+8.1%) Shares 32,807 (+6.8%) Est. Cost $55.74 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 0.0%
Value $664K (+29.3%) Shares 8,041 (+538.2%) Est. Cost $133.55 Unrealized
XT ISHARES TR FUTU EXPO TE ETF 0.0%
Value $592K (+33.6%) Shares 7,162 (+10.2%) Est. Cost $62.29 Unrealized
GPIQ GOLDMAN SACHS ETF TR NASDA 100 ETF 0.0%
Value $592K (+33.3%) Shares 9,982 (+11.2%) Est. Cost $50.48 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value $621K (+31.0%) Shares 1,334 (+6.2%) Est. Cost $447.72 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN COM 0.0%
Value $680K (+27.0%) Shares 6,308 (+6.1%) Est. Cost $75.04 Unrealized
TOTL SSGA ACTIVE ETF TR ST STR TOTAL ETF 0.0%
Value $4.487M (+3.3%) Shares 113,694 (+4.0%) Est. Cost $40.37 Unrealized
BROS DUTCH BROS INC CL A 0.0%
Value $426K (+50.4%) Shares 5,933 (+6.1%) Est. Cost $57.69 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $1.013M (+16.2%) Shares 3,069 (+2.6%) Est. Cost $218.05 Unrealized
FLDR FIDELITY MERRIMACK STR TR LOW DURTIN ETF 0.0%
Value $4.774M (+3.0%) Shares 95,270 (+2.9%) Est. Cost $50.04 Unrealized
SCHZ SCHWAB STRATEGIC TR US AGGREGATE B 0.0%
Value $867K (+19.2%) Shares 37,467 (+19.6%) Est. Cost $25.52 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value $350K (+60.4%) Shares 6,044 (+25.2%) Est. Cost $67.60 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $2.598M (+5.3%) Shares 16,577 (+2.7%) Est. Cost $101.65 Unrealized
VT VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 0.0%
Value $404K (+47.0%) Shares 2,572 (+29.6%) Est. Cost $124.42 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $875K (+17.1%) Shares 7,967 (+2.9%) Est. Cost $120.96 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E MACKAY MUN INTER 0.0%
Value $358K (+52.6%) Shares 14,715 (+51.0%) Est. Cost $24.19 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY COM 0.0%
Value $370K (+49.8%) Shares 957 (+13.4%) Est. Cost $426.08 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value $2.08M (-5.2%) Shares 3,952 (+1.2%) Est. Cost $468.89 Unrealized
MRNA MODERNA INC COM 0.0%
Value $349K (+48.1%) Shares 4,985 (+7.5%) Est. Cost $44.82 Unrealized
IMTX IMMATICS N.V SHS 0.0%
Value $405K (+37.3%) Shares 40,000 (+33.3%) Est. Cost $9.89 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value $380K (+40.4%) Shares 9,391 (+19.4%) Est. Cost $29.62 Unrealized
ESGV VANGUARD WORLD FD ESG US STK ETF 0.0%
Value $390K (+39.0%) Shares 2,952 (+18.0%) Est. Cost $98.28 Unrealized
LQDW ISHARES TR INVT GRD CORP BD 0.0%
Value $3.569M (+3.1%) Shares 148,564 (+3.8%) Est. Cost $27.75 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $2.054M (-4.9%) Shares 11,522 (+2146.0%) Est. Cost $317.09 Unrealized
DFAR DIMENSIONAL ETF TRUST US REAL ESTA ETF 0.0%
Value $523K (+25.2%) Shares 19,976 (+13.2%) Est. Cost $24.12 Unrealized
JBL JABIL INC COM 0.0%
Value $311K (+48.4%) Shares 808 (+2.3%) Est. Cost $251.10 Unrealized
JAAA JANUS DETROIT STR TR HENDRSON AAA CL 0.0%
Value $856K (+13.5%) Shares 16,949 (+13.2%) Est. Cost $50.38 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value $505K (+25.1%) Shares 36,606 (+2.2%) Est. Cost $4.73 Unrealized
HDV ISHARES TR CORE HIGH DV ETF 0.0%
Value $671K (+17.7%) Shares 24,467 (+482.7%) Est. Cost $44.32 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $688K (+16.7%) Shares 3,413 (+21.0%) Est. Cost $174.72 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value $349K (+35.5%) Shares 5,209 (+54.3%) Est. Cost $70.72 Unrealized
DUHP DIMENSIONAL ETF TRUST US HIGH PROF ETF 0.0%
Value $681K (+14.9%) Shares 16,316 (+1.2%) Est. Cost $38.04 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value $525K (+20.2%) Shares 4,216 (+7.6%) Est. Cost $103.73 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value $299K (-22.7%) Shares 2,216 (+2.7%) Est. Cost $113.83 Unrealized
VIGI VANGUARD WHITEHALL FDS INTL DVD ETF 0.0%
Value $1.156M (+7.9%) Shares 12,377 (+2.2%) Est. Cost $89.89 Unrealized
TSLA TESLA INC COM 0.0%
Value $125K (+205.4%) Shares 500 (+150.0%) Est. Cost $282.17 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR 0.0%
Value $469K (+20.7%) Shares 19,886 (+1.1%) Est. Cost $10.43 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $475K (+20.3%) Shares 6,154 (+1.8%) Est. Cost $65.41 Unrealized
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value $448K (+21.4%) Shares 11,483 (+1.2%) Est. Cost $33.51 Unrealized
PTRB PGIM ETF TR TOTA RETU BD ETF 0.1%
Value $5.39M (+1.4%) Shares 130,004 (+1.6%) Est. Cost $41.94 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value $1.391M (+5.6%) Shares 7,984 (+4.3%) Est. Cost $88.68 Unrealized
EBAY EBAY INC. COM 0.0%
Value $361K (+25.2%) Shares 3,230 (+2.0%) Est. Cost $68.76 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $1.002M (+7.5%) Shares 10,553 (+5.6%) Est. Cost $71.37 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 0.0%
Value $558K (+14.3%) Shares 4,945 (+4.7%) Est. Cost $87.57 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $347K (+24.7%) Shares 1,838 (+8.0%) Est. Cost $183.86 Unrealized
NOCT INNOVATOR ETFS TRUST GRWT100 PWR BUF 0.0%
Value $350K (+23.9%) Shares 5,595 (+11.7%) Est. Cost $58.17 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value $233K (+40.3%) Shares 21,570 (+33.9%) Est. Cost $10.23 Unrealized
DJD INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV 0.0%
Value $400K (+20.0%) Shares 6,304 (+13.1%) Est. Cost $60.16 Unrealized
SMOM SYMMETRY PANORAMIC TR SECTOR MOMENTUM 0.0%
Value $565K (+13.1%) Shares 20,305 (+1.3%) Est. Cost $25.83 Unrealized
GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 0.0%
Value $286K (+29.4%) Shares 2,017 (+14.1%) Est. Cost $118.34 Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value $276K (+30.2%) Shares 2,632 (+23.7%) Est. Cost $100.74 Unrealized
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value $407K (+18.5%) Shares 2,758 (+6.3%) Est. Cost $120.92 Unrealized
GRNY TIDAL TRUST I FUND GRAN US ETF 0.0%
Value $270K (+30.6%) Shares 9,766 (+12.7%) Est. Cost $25.28 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $804K (-7.2%) Shares 4,577 (+4.4%) Est. Cost $142.32 Unrealized
VG VENTURE GLOBAL INC COM CL A 0.0%
Value $229K (-21.0%) Shares 20,612 (+11.9%) Est. Cost $8.71 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $310K (+22.7%) Shares 17,303 (+8.7%) Est. Cost $23.69 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $436K (+15.0%) Shares 5,730 (+2.8%) Est. Cost $37.41 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value $270K (+24.6%) Shares 3,282 (+5.0%) Est. Cost $69.99 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $368K (+16.8%) Shares 21,213 (+1.3%) Est. Cost $16.16 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $403K (+13.8%) Shares 3,624 (+11.5%) Est. Cost $99.24 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $182K (+35.6%) Shares 18,129 (+46.5%) Est. Cost $22.71 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 0.0%
Value $466K (-9.1%) Shares 10,229 (+5.3%) Est. Cost $64.59 Unrealized
VDE VANGUARD WORLD FD ENERGY ETF 0.0%
Value $962K (-4.6%) Shares 6,409 (+9.9%) Est. Cost $125.96 Unrealized
MINT PIMCO ETF TR ENHAN SHRT MA AC 0.0%
Value $523K (+9.6%) Shares 5,192 (+9.3%) Est. Cost $100.41 Unrealized
VGSH VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.0%
Value $1.918M (+2.2%) Shares 32,960 (+2.8%) Est. Cost $58.16 Unrealized
QQQH NEOS ETF TRUST NASDAQ 100 HDGD 0.0%
Value $400K (+11.4%) Shares 7,168 (+2.3%) Est. Cost $52.52 Unrealized
CGBL CAPITAL GROUP CORE BALANCED SHS 0.0%
Value $343K (+12.8%) Shares 9,031 (+2.3%) Est. Cost $35.30 Unrealized
DFGP DIMENSIONAL ETF TRUST GLOB CO PLUS ETF 0.0%
Value $1.448M (+2.7%) Shares 26,590 (+1.8%) Est. Cost $54.08 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN MBS ETF 0.0%
Value $246K (+17.8%) Shares 5,023 (+18.7%) Est. Cost $49.40 Unrealized
CVNA CARVANA CO CL A 0.0%
Value $447K (+8.1%) Shares 6,790 (+416.3%) Est. Cost $107.32 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value $373K (+9.8%) Shares 34,258 (+1.1%) Est. Cost $10.00 Unrealized
ONEY SPDR SERIES TRUST ST STR R1K YLD 0.0%
Value $368K (+9.9%) Shares 2,870 (+2.9%) Est. Cost $103.18 Unrealized
ACI ALBERTSONS COMPANIES INC COMMON STOCK 0.0%
Value $139K (-19.2%) Shares 10,255 (+1.8%) Est. Cost $10.95 Unrealized
LEN LENNAR CORP CL A 0.0%
Value $299K (+12.2%) Shares 3,300 (+7.7%) Est. Cost $118.66 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value $431K (+8.1%) Shares 12,375 (+15.7%) Est. Cost $66.06 Unrealized
VCLT VANGUARD SCOTTSDALE FDS LG-TERM COR BD 0.0%
Value $1.513M (+2.0%) Shares 20,103 (+1.3%) Est. Cost $76.82 Unrealized
IBRX IMMUNITYBIO INC COM 0.0%
Value $174K (+20.2%) Shares 19,870 (+5.3%) Est. Cost $6.02 Unrealized
EFAV ISHARES TR MSCI EAFE MIN VL 0.0%
Value $1.413M (+2.1%) Shares 16,107 (+6.3%) Est. Cost $71.03 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $135K (+26.6%) Shares 17,566 (+14.5%) Est. Cost $7.75 Unrealized
IBTG ISHARES TR IBONDS 26 TRM TS 0.0%
Value $395K (+7.3%) Shares 17,266 (+7.4%) Est. Cost $22.92 Unrealized
IBTH ISHARES TR IBONDS 27 TRM TS 0.0%
Value $394K (+7.3%) Shares 17,605 (+7.6%) Est. Cost $22.48 Unrealized
IBTI ISHARES TR IBONDS 28 TRM TS 0.0%
Value $395K (+7.0%) Shares 17,839 (+7.7%) Est. Cost $22.34 Unrealized
IBTJ ISHARES TR IBONDS 29 TRM TS 0.0%
Value $394K (+6.9%) Shares 18,203 (+7.8%) Est. Cost $21.92 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC COM 0.0%
Value $322K (+7.8%) Shares 8,241 (+1.5%) Est. Cost $25.13 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 0.0%
Value $1.701M (+1.4%) Shares 34,170 (+1.4%) Est. Cost $47.68 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $1.078M (+2.0%) Shares 18,632 (+1.6%) Est. Cost $61.04 Unrealized
EXC EXELON CORP COM 0.0%
Value $527K (+4.0%) Shares 11,309 (+9.4%) Est. Cost $38.31 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value $1.058M (+2.0%) Shares 18,775 (+3.3%) Est. Cost $46.28 Unrealized
FPWR FIRST TR EXCHANGE-TRADED FD EIP PWR SOLU ETF 0.0%
Value $335K (+6.4%) Shares 8,935 (+5.9%) Est. Cost $33.29 Unrealized
EWL ISHARES INC MSCI SWITZERLAND 0.0%
Value $266K (+8.1%) Shares 4,226 (+1.2%) Est. Cost $51.97 Unrealized
COKE COCA COLA CONS INC COM 0.0%
Value $341K (+5.2%) Shares 1,784 (+5.6%) Est. Cost $150.30 Unrealized
EWQ ISHARES INC MSCI FRANCE ETF 0.0%
Value $230K (+7.2%) Shares 5,054 (+2.4%) Est. Cost $42.86 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $1.754M (-0.8%) Shares 19,009 (+1.0%) Est. Cost $64.36 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value $217K (-5.9%) Shares 5,903 (+4.5%) Est. Cost $25.64 Unrealized
CPRT COPART INC COM 0.0%
Value $562K (+2.4%) Shares 19,922 (+20.5%) Est. Cost $44.19 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $223K (+5.7%) Shares 2,299 (+1.8%) Est. Cost $94.85 Unrealized
FIDI FIDELITY COVINGTON TRUST INT HG DIV ETF 0.0%
Value $406K (+3.0%) Shares 14,847 (+3.9%) Est. Cost $24.81 Unrealized
BAB INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 0.0%
Value $259K (+4.6%) Shares 9,665 (+5.1%) Est. Cost $26.60 Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value $39,745 (+37.2%) Shares 14,666 (+14.4%) Est. Cost $1.85 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $352K (+2.9%) Shares 2,270 (+34.6%) Est. Cost $141.79 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value $267K (-2.8%) Shares 5,615 (+3.6%) Est. Cost $42.39 Unrealized
FPE FIRST TR EXCH TRADED FD III PFD SECS INC ETF 0.0%
Value $250K (+3.1%) Shares 13,975 (+2.3%) Est. Cost $16.71 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value $194K (+3.5%) Shares 24,592 (+6.8%) Est. Cost $13.89 Unrealized
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value $68,089 (+10.1%) Shares 30,262 (+3.7%) Est. Cost $4.24 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $352K (+1.6%) Shares 1,718 (+1.1%) Est. Cost $143.53 Unrealized
CIG CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 0.0%
Value $118K (+4.0%) Shares 56,085 (+18.3%) Est. Cost $1.85 Unrealized
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value $259K (+1.7%) Shares 6,972 (+9.2%) Est. Cost $29.81 Unrealized
DG DOLLAR GEN CORP COM 0.0%
Value $632K (+0.6%) Shares 5,494 (+3.8%) Est. Cost $140.82 Unrealized
VUSB VANGUARD BD INDEX FDS VANGUARD ULTRA 0.0%
Value $357K (+1.0%) Shares 7,180 (+1.1%) Est. Cost $49.25 Unrealized
BWX SPDR SERIES TRUST ST INTL BBG ETF 0.0%
Value $233K (+1.3%) Shares 10,760 (+2.6%) Est. Cost $22.92 Unrealized
IIGD INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV 0.0%
Value $627K (+0.5%) Shares 25,648 (+1.1%) Est. Cost $23.80 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $606K (+0.3%) Shares 1,320 (+5.9%) Est. Cost $475.04 Unrealized
META META PLATFORMS INC CL A 0.0%
Value $13,650 (+14.8%) Shares 3,000 (+100.0%) Est. Cost $429.17 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value $255K (+0.5%) Shares 29,099 (+4.9%) Est. Cost $13.49 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $2,500 (-4.8%) Shares 4,000 (+33.3%) Est. Cost $25.91 Unrealized

Exited Positions (55)

AVLV AMERICAN CENTY ETF TR US LARGE CAP VLU 0.9%
Value $93.8M Shares 1,163,667 Est. Cost $68.21 Unrealized
SBAR SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME 0.1%
Value $6.068M Shares 247,287 Est. Cost $24.54 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value $4.135M Shares 18,292 Est. Cost $171.85 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD 0.0%
Value $1.99M Shares 85,322 Est. Cost $23.80 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value $715K Shares 20,347 Est. Cost $24.17 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value $702K Shares 8,710 Est. Cost $52.41 Unrealized
CPNG COUPANG INC CL A 0.0%
Value $673K Shares 35,665 Est. Cost $19.86 Unrealized
FXI ISHARES TR CHINA LG-CAP ETF 0.0%
Value $578K Shares 16,099 Est. Cost $41.14 Unrealized
BPRE BLUEROCK PVT REAL ESTATE FD COM 0.0%
Value $498K Shares 29,980 Est. Cost $15.00 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value $444K Shares 8,355 Est. Cost $60.69 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value $435K Shares 3,448 Est. Cost $128.71 Unrealized
IBDT ISHARES TR IBDS DEC28 ETF 0.0%
Value $431K Shares 17,008 Est. Cost $25.28 Unrealized
MUR MURPHY OIL CORP COM 0.0%
Value $357K Shares 8,656 Est. Cost $38.88 Unrealized
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value $353K Shares 16,892 Est. Cost $16.41 Unrealized
RVNU DBX ETF TR XTRACK MUN INFRA 0.0%
Value $335K Shares 13,585 Est. Cost $25.23 Unrealized
TFI SPDR SERIES TRUST STATE STREET SPD 0.0%
Value $307K Shares 6,780 Est. Cost $46.20 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value $303K Shares 6,620 Est. Cost $27.82 Unrealized
BW BABCOCK & WILCOX ENTERPRISES COM 0.0%
Value $296K Shares 20,135 Est. Cost $8.89 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO COM NEW 0.0%
Value $293K Shares 4,161 Est. Cost $70.55 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 0.0%
Value $283K Shares 4,562 Est. Cost $53.76 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $280K Shares 2,372 Est. Cost $163.90 Unrealized
CRH CRH PLC ORD 0.0%
Value $280K Shares 2,660 Est. Cost $98.18 Unrealized
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD 0.0%
Value $278K Shares 6,119 Est. Cost $26.08 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value $274K Shares 1,339 Est. Cost $202.99 Unrealized
BUSE FIRST BUSEY CORP COM NEW 0.0%
Value $272K Shares 10,782 Est. Cost $22.17 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value $268K Shares 2,104 Est. Cost $146.41 Unrealized
IBMP ISHARES TR IBONDS DEC 27 0.0%
Value $262K Shares 10,284 Est. Cost $24.65 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value $258K Shares 9,972 Est. Cost $23.92 Unrealized
NXT NEXTPOWER INC CLASS A COM 0.0%
Value $243K Shares 2,016 Est. Cost $108.82 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value $231K Shares 3,073 Est. Cost $76.17 Unrealized
SBR SABINE RTY TR UNIT BEN INT 0.0%
Value $226K Shares 3,000 Est. Cost $67.69 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $222K Shares 3,360 Est. Cost $51.81 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value $219K Shares 2,280 Est. Cost $89.94 Unrealized
SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 0.0%
Value $217K Shares 2,961 Est. Cost $73.13 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A 0.0%
Value $213K Shares 3,479 Est. Cost $69.99 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value $212K Shares 784 Est. Cost $287.37 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $205K Shares 1,341 Est. Cost $360.66 Unrealized
EDOW FIRST TR EXCHANGE-TRADED FD DOW 30 EQL WGT 0.0%
Value $203K Shares 5,000 Est. Cost $41.30 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value $201K Shares 9,338 Est. Cost $21.49 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $197K Shares 12,583 Est. Cost $17.89 Unrealized
NFLX NETFLIX INC. COM 0.0%
Value $144K Shares 15,000 Est. Cost $101.57 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value $135K Shares 26,048 Est. Cost $9.06 Unrealized
KSCP KNIGHTSCOPE INC CL A NEW 0.0%
Value $121K Shares 29,000 Est. Cost $3.90 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $74,468 Shares 4,000 Est. Cost $98.14 Unrealized
HDSN HUDSON TECHNOLOGIES INC COM 0.0%
Value $74,064 Shares 12,596 Est. Cost $7.84 Unrealized
RNW RENEW ENERGY GLOBAL PLC CL A SHS 0.0%
Value $59,952 Shares 13,090 Est. Cost $7.13 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value $47,110 Shares 4,800 Est. Cost $171.85 Unrealized
PRTS CARPARTS COM INC COM 0.0%
Value $39,290 Shares 50,000 Est. Cost $0.92 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.0%
Value $20,950 Shares 1,000 Est. Cost $250.63 Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.0%
Value $8,119 Shares 100 Est. Cost $592.69 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $7,341 Shares 200 Est. Cost $236.32 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $1,483 Shares 500 Est. Cost $64.36 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value $1,450 Shares 400 Est. Cost $101.45 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value $218 Shares 200 Est. Cost $49.28 Unrealized
MSFT MICROSOFT CORP COM 0.0%
Value $6 Shares 4,000 Est. Cost $305.30 Unrealized

Decreased Positions (472)

DGRW WISDOMTREE TR US QTLY DIV GRT 0.2%
Value $23.18M (-75.5%) Shares 242,412 (-77.5%) Est. Cost $73.86 Unrealized
MGK VANGUARD WORLD FD MEGA GRWTH IND 0.0%
Value $3.214M (-95.3%) Shares 36,560 (-80.2%) Est. Cost $314.55 Unrealized
VGLT VANGUARD SCOTTSDALE FDS LONG TERM TREAS 0.0%
Value $761K (-98.7%) Shares 13,784 (-98.7%) Est. Cost $56.31 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK MKT 3.8%
Value $394M (+13.2%) Shares 1,064,003 (-1.8%) Est. Cost $219.77 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.6%
Value $60.96M (+146.1%) Shares 104,944 (-13.8%) Est. Cost $98.14 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 1.4%
Value $148M (+25.1%) Shares 200,376 (-2.0%) Est. Cost $312.29 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 2.5%
Value $256M (+12.3%) Shares 8,704,919 (-2.2%) Est. Cost $31.48 Unrealized
AAPL APPLE INC COM 2.2%
Value $222M (+12.1%) Shares 766,662 (-1.7%) Est. Cost $170.42 Unrealized
FESM FIDELITY COVINGTON TRUST ENHANCED SML CAP 1.4%
Value $140M (+18.0%) Shares 2,890,540 (-7.1%) Est. Cost $37.02 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 2.4%
Value $249M (+8.3%) Shares 1,517,244 (-6.1%) Est. Cost $101.26 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value $91.9M (+22.2%) Shares 257,159 (-1.6%) Est. Cost $129.92 Unrealized
LLY ELI LILLY & CO COM 0.7%
Value $75.75M (+26.4%) Shares 63,152 (-3.1%) Est. Cost $547.48 Unrealized
BSV VANGUARD BD INDEX FDS SHORT TRM BOND 0.4%
Value $43M (-24.4%) Shares 551,860 (-23.9%) Est. Cost $76.86 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value $34.72M (-27.3%) Shares 253,971 (-9.8%) Est. Cost $97.62 Unrealized
AMZN AMAZON COM INC COM 1.2%
Value $119M (+11.4%) Shares 500,000 (-2.7%) Est. Cost $141.11 Unrealized
IJS ISHARES TR SP SMCP600VL ETF 1.0%
Value $103M (+12.6%) Shares 756,315 (-2.4%) Est. Cost $95.06 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 1.4%
Value $144M (+8.5%) Shares 661,224 (-2.3%) Est. Cost $150.27 Unrealized
NFLX NETFLIX INC. COM 0.2%
Value $19.81M (-36.2%) Shares 277,515 (-14.1%) Est. Cost $101.57 Unrealized
SPY STATE STR SPDR S&P 500 ETF T TR UNIT 1.1%
Value $113M (+10.6%) Shares 151,678 (-3.7%) Est. Cost $453.54 Unrealized
IEMG ISHARES INC CORE MSCI EMKT 0.7%
Value $73.13M (+16.7%) Shares 882,776 (-1.7%) Est. Cost $65.88 Unrealized
SCHF SCHWAB STRATEGIC TR INTL EQTY ETF 1.2%
Value $120M (+9.3%) Shares 4,325,445 (-2.4%) Est. Cost $23.44 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value $24.24M (+71.4%) Shares 71,091 (-19.4%) Est. Cost $180.91 Unrealized
UNP UNION PAC CORP COM 0.0%
Value $4.933M (-66.4%) Shares 18,138 (-70.1%) Est. Cost $228.18 Unrealized
VPL VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 0.7%
Value $73.5M (+14.9%) Shares 635,287 (-3.0%) Est. Cost $69.68 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.7%
Value $67.51M (+16.3%) Shares 1,830,982 (-2.3%) Est. Cost $35.11 Unrealized
CVX CHEVRON CORPORATION COM 0.3%
Value $26.47M (-25.8%) Shares 159,719 (-7.4%) Est. Cost $143.88 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 0.2%
Value $20.31M (+78.5%) Shares 21,047 (-27.5%) Est. Cost $64.73 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value $15.19M (-36.2%) Shares 103,578 (-37.1%) Est. Cost $143.84 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value $12.16M (-41.4%) Shares 88,428 (-51.8%) Est. Cost $91.39 Unrealized
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.7%
Value $72.03M (+13.2%) Shares 2,128,665 (-2.5%) Est. Cost $32.02 Unrealized
VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 1.6%
Value $167M (+5.2%) Shares 1,888,476 (-2.0%) Est. Cost $67.24 Unrealized
QUAL ISHARES TR MSCI USA QLT FCT 0.9%
Value $95.92M (+8.8%) Shares 437,142 (-4.9%) Est. Cost $149.88 Unrealized
ABT ABBOTT LABORATORIES COM 0.0%
Value $4.384M (-63.7%) Shares 48,314 (-58.9%) Est. Cost $122.88 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value $10.15M (-42.3%) Shares 140,723 (-42.5%) Est. Cost $69.14 Unrealized
CRM SALESFORCE INC COM 0.0%
Value $2.504M (-73.4%) Shares 15,983 (-68.3%) Est. Cost $249.82 Unrealized
CDX SIMPLIFY EXCHANGE TRADED FUN HIGH YIELD ETF 0.0%
Value $262K (-96.0%) Shares 12,404 (-95.9%) Est. Cost $22.85 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1.2%
Value $128M (+4.9%) Shares 185,817 (-8.7%) Est. Cost $447.37 Unrealized
HD HOME DEPOT INC COM 0.3%
Value $33.06M (-15.2%) Shares 93,747 (-21.0%) Est. Cost $308.17 Unrealized
XLU SELECT SECTOR SPDR TR ST STR UTIL ETF 0.0%
Value $4.313M (-54.9%) Shares 95,133 (-54.3%) Est. Cost $54.96 Unrealized
PPH VANECK ETF TRUST PHARMACEUTCL ETF 0.0%
Value $4.646M (-51.9%) Shares 42,490 (-54.3%) Est. Cost $79.24 Unrealized
RKLB ROCKET LAB CORP COM 0.2%
Value $16.94M (+41.3%) Shares 166,688 (-10.7%) Est. Cost $34.35 Unrealized
XLK SELECT SECTOR SPDR TR ST STR TECHN ETF 0.2%
Value $18.36M (+36.0%) Shares 96,367 (-5.1%) Est. Cost $149.94 Unrealized
JNK SPDR SERIES TRUST ST BLOO HIGH ETF 0.1%
Value $6.026M (-44.0%) Shares 62,534 (-44.4%) Est. Cost $94.83 Unrealized
IEF ISHARES TR 7-10 YR TRSY BD 0.1%
Value $12.37M (-26.6%) Shares 130,776 (-25.9%) Est. Cost $95.42 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value $8.047M (+124.7%) Shares 18,650 (-14.5%) Est. Cost $107.03 Unrealized
XLP SELECT SECTOR SPDR TR ST STR STAPL ETF 0.0%
Value $5.139M (-45.7%) Shares 61,867 (-46.5%) Est. Cost $73.87 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value $11.94M (-26.4%) Shares 23,814 (-27.8%) Est. Cost $517.43 Unrealized
IAU ISHARES GOLD TR ISHARES NEW 0.2%
Value $23.58M (-15.3%) Shares 312,256 (-1.1%) Est. Cost $44.90 Unrealized
ETN EATON CORP PLC SHS 0.3%
Value $35.93M (+13.2%) Shares 84,327 (-5.0%) Est. Cost $312.35 Unrealized
SPYG SPDR SERIES TRUST ST STR P500GRW 0.3%
Value $27.19M (+18.0%) Shares 228,502 (-2.9%) Est. Cost $70.74 Unrealized
DFAE DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 0.3%
Value $32.85M (+14.0%) Shares 817,044 (-4.0%) Est. Cost $23.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value $57.08M (-6.6%) Shares 114,079 (-10.6%) Est. Cost $370.16 Unrealized
ABBV ABBVIE INC COM 0.3%
Value $32.34M (+13.1%) Shares 128,509 (-2.3%) Est. Cost $142.40 Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.4%
Value $41.83M (-8.2%) Shares 44,718 (-2.2%) Est. Cost $592.69 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value $7.434M (-33.3%) Shares 18,254 (-30.3%) Est. Cost $506.46 Unrealized
GLD SPDR GOLD TR GOLD SHS 0.1%
Value $7.504M (-32.7%) Shares 20,370 (-21.4%) Est. Cost $250.63 Unrealized
HEFA ISHARES TR HDG MSCI EAFE 0.1%
Value $9.626M (-27.4%) Shares 205,135 (-34.2%) Est. Cost $34.26 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD FT VEST RIS 0.1%
Value $12.46M (-21.6%) Shares 423,807 (-31.9%) Est. Cost $24.81 Unrealized
IGIB ISHARES TR ISHS 5-10YR INVT 0.1%
Value $7.19M (-31.3%) Shares 135,227 (-31.3%) Est. Cost $52.25 Unrealized
IYW ISHARES TR U.S. TECH ETF 0.1%
Value $12.06M (+35.7%) Shares 47,802 (-2.4%) Est. Cost $112.34 Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.2%
Value $17.32M (+22.1%) Shares 479,299 (-1.7%) Est. Cost $39.74 Unrealized
MTUM ISHARES TR MSCI USA MMENTM 0.2%
Value $19.59M (-13.1%) Shares 57,156 (-39.2%) Est. Cost $219.97 Unrealized
NOW SERVICENOW INC COM 0.1%
Value $8.02M (-25.0%) Shares 80,780 (-21.0%) Est. Cost $155.99 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value $9.881M (+36.9%) Shares 23,773 (-10.9%) Est. Cost $476.34 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 0.0%
Value $1.197M (-68.9%) Shares 20,043 (-68.9%) Est. Cost $59.83 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F GLB EX US ETF 0.0%
Value $979K (-71.9%) Shares 21,820 (-72.2%) Est. Cost $42.22 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value $10.58M (-18.7%) Shares 39,139 (-6.5%) Est. Cost $262.49 Unrealized
T AT&T INC COM 0.0%
Value $2.745M (-45.7%) Shares 132,632 (-23.9%) Est. Cost $18.54 Unrealized
GOVT ISHARES TR US TREAS BD ETF 0.3%
Value $30.26M (-6.7%) Shares 1,328,466 (-6.2%) Est. Cost $23.04 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value $6.474M (+48.8%) Shares 21,721 (-3.1%) Est. Cost $170.28 Unrealized
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF 0.2%
Value $22.15M (+10.1%) Shares 636,448 (-3.5%) Est. Cost $34.18 Unrealized
META META PLATFORMS INC CL A 0.4%
Value $45.61M (-4.1%) Shares 80,964 (-2.6%) Est. Cost $429.17 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 0.2%
Value $16.79M (-10.3%) Shares 273,129 (-18.9%) Est. Cost $45.62 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value $6.116M (-22.2%) Shares 69,679 (-17.6%) Est. Cost $73.21 Unrealized
V VISA INC COM CL A 0.3%
Value $30.77M (+5.9%) Shares 89,684 (-6.7%) Est. Cost $249.83 Unrealized
TENB TENABLE HLDGS INC COM 0.0%
Value $3.233M (+110.2%) Shares 87,675 (-3.6%) Est. Cost $40.85 Unrealized
SHV ISHARES TR TRUST ISHARE 0-1 0.1%
Value $8.766M (-15.6%) Shares 79,440 (-15.5%) Est. Cost $110.41 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.2%
Value $15.78M (+11.2%) Shares 92,894 (-19.6%) Est. Cost $121.54 Unrealized
SOXL DIREXION SHARES ETF TRUST DAI SEM BUL ETF 0.0%
Value $2.225M (+246.7%) Shares 8,344 (-37.7%) Est. Cost $26.91 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $5.317M (-22.9%) Shares 10,437 (-8.5%) Est. Cost $436.67 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value $11.1M (+16.5%) Shares 10,972 (-2.6%) Est. Cost $445.36 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value $5.638M (-21.3%) Shares 23,588 (-6.6%) Est. Cost $179.65 Unrealized
DBEF DBX ETF TR XTRACK MSCI EAFE 0.1%
Value $7.316M (-16.1%) Shares 133,921 (-24.2%) Est. Cost $38.99 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value $4.962M (+38.6%) Shares 26,855 (-3.4%) Est. Cost $123.96 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value $5.862M (+29.7%) Shares 17,508 (-2.9%) Est. Cost $123.60 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value $4.577M (-22.7%) Shares 47,954 (-16.0%) Est. Cost $115.12 Unrealized
XLF SELECT SECTOR SPDR TR ST STR FINL ETF 0.0%
Value $1.787M (-42.3%) Shares 33,330 (-46.8%) Est. Cost $44.10 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value $3.1M (-29.5%) Shares 73,217 (-16.5%) Est. Cost $36.60 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $1.269M (-49.5%) Shares 13,225 (-34.0%) Est. Cost $164.42 Unrealized
AKRE PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF 0.1%
Value $5.256M (-18.2%) Shares 98,811 (-18.7%) Est. Cost $65.51 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $498K (-69.9%) Shares 4,003 (-52.0%) Est. Cost $299.67 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $2.477M (-31.5%) Shares 23,827 (-13.0%) Est. Cost $93.85 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $1.127M (-50.0%) Shares 27,267 (-39.1%) Est. Cost $46.44 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $2.233M (-33.2%) Shares 4,385 (-10.5%) Est. Cost $450.73 Unrealized
FTNT FORTINET INC COM 0.0%
Value $3.356M (+47.4%) Shares 21,846 (-21.6%) Est. Cost $78.75 Unrealized
RMD RESMED INC COM 0.0%
Value $2.785M (-27.7%) Shares 14,292 (-16.7%) Est. Cost $213.07 Unrealized
DYNF BLACKROCK ETF TRUST ISHARES US EQUIT 0.1%
Value $9.278M (+12.9%) Shares 136,422 (-3.4%) Est. Cost $58.28 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value $2.214M (-31.6%) Shares 42,227 (-28.0%) Est. Cost $49.14 Unrealized
PHO INVESCO EXCHANGE TRADED FD T WATER RES ETF 0.0%
Value $277K (-78.6%) Shares 4,004 (-79.3%) Est. Cost $68.41 Unrealized
DUSB DIMENSIONAL ETF TRUST ULTR FIX INC ETF 0.1%
Value $5.599M (-14.7%) Shares 110,257 (-14.8%) Est. Cost $50.70 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value $2.174M (-30.3%) Shares 12,960 (-12.7%) Est. Cost $182.28 Unrealized
VXF VANGUARD INDEX FDS EXTEND MKT ETF 0.1%
Value $7.528M (+13.9%) Shares 30,576 (-4.8%) Est. Cost $169.60 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value $10.49M (-7.8%) Shares 113,948 (-7.6%) Est. Cost $88.57 Unrealized
INTU INTUIT COM 0.0%
Value $400K (-68.7%) Shares 1,531 (-48.2%) Est. Cost $490.66 Unrealized
FDVV FIDELITY COVINGTON TRUST HIGH DIVID ETF 0.2%
Value $16.91M (+5.5%) Shares 280,456 (-3.4%) Est. Cost $49.29 Unrealized
TLH ISHARES TR 10-20 YR TRS ETF 0.0%
Value $857K (-50.4%) Shares 8,538 (-50.2%) Est. Cost $99.73 Unrealized
ONEQ FIDELITY COMWLTH TR NASDAQ COMPSIT 0.1%
Value $5.621M (+18.2%) Shares 54,453 (-2.7%) Est. Cost $65.18 Unrealized
IBDS ISHARES TR IBONDS 27 ETF 0.0%
Value $331K (-72.3%) Shares 13,666 (-72.3%) Est. Cost $24.11 Unrealized
IBDR ISHARES TR IBONDS DEC2026 0.0%
Value $309K (-73.4%) Shares 12,739 (-73.4%) Est. Cost $23.95 Unrealized
RBRK RUBRIK INC. CL A 0.0%
Value $397K (-67.5%) Shares 4,947 (-80.2%) Est. Cost $60.64 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.1%
Value $10.7M (+8.3%) Shares 295,212 (-1.6%) Est. Cost $26.34 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value $8.493M (-8.6%) Shares 67,096 (-5.5%) Est. Cost $111.14 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $200K (-79.7%) Shares 715 (-72.4%) Est. Cost $365.74 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value $4.018M (-16.3%) Shares 46,215 (-12.9%) Est. Cost $61.03 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $619K (-54.7%) Shares 19,570 (-35.1%) Est. Cost $52.55 Unrealized
RWL INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 0.1%
Value $9.196M (+8.7%) Shares 71,980 (-2.2%) Est. Cost $85.58 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value $4.29M (+19.9%) Shares 76,112 (-1.2%) Est. Cost $42.81 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 0.1%
Value $6.553M (+12.2%) Shares 38,515 (-4.4%) Est. Cost $85.08 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 0.0%
Value $4.541M (+18.3%) Shares 48,500 (-4.0%) Est. Cost $52.42 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value $805K (+536.6%) Shares 1,000 (-92.6%) Est. Cost $477.73 Unrealized
CME CME GROUP INC COM 0.0%
Value $1.447M (-31.0%) Shares 6,555 (-7.7%) Est. Cost $221.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $10.28M (+6.5%) Shares 36,563 (-8.2%) Est. Cost $164.35 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 0.1%
Value $11M (-5.3%) Shares 212,150 (-3.9%) Est. Cost $40.87 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value $1.275M (-32.3%) Shares 14,071 (-40.2%) Est. Cost $102.31 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $1.448M (-28.8%) Shares 18,673 (-14.6%) Est. Cost $64.16 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value $2.505M (-18.9%) Shares 9,618 (-23.1%) Est. Cost $115.63 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value $2.724M (-17.6%) Shares 28,305 (-17.5%) Est. Cost $114.72 Unrealized
TLT ISHARES TR 20 YR TR BD ETF 0.0%
Value $745K (-43.9%) Shares 8,616 (-43.7%) Est. Cost $98.25 Unrealized
SLV ISHARES SILVER TR ISHARES 0.0%
Value $1.986M (-22.7%) Shares 37,142 (-1.4%) Est. Cost $34.42 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value $2.707M (+27.2%) Shares 56,457 (-2.5%) Est. Cost $99.04 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $1.064M (-34.7%) Shares 4,633 (-38.3%) Est. Cost $230.80 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value $1.638M (+51.4%) Shares 1,446 (-2.6%) Est. Cost $486.44 Unrealized
PFE PFIZER INC COM 0.0%
Value $2.725M (-16.7%) Shares 113,165 (-2.8%) Est. Cost $31.52 Unrealized
KWEB KRANESHARES TRUST CSI CHI INTERNET 0.0%
Value $284K (-65.2%) Shares 11,591 (-59.5%) Est. Cost $37.66 Unrealized
PBR PETROLEO BRASILEIRO S A SPONSORED ADR 0.0%
Value $1.138M (-31.3%) Shares 70,443 (-11.8%) Est. Cost $15.18 Unrealized
KO COCA COLA CO COM 0.1%
Value $11.12M (+4.9%) Shares 136,861 (-1.9%) Est. Cost $57.87 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value $3.116M (+19.3%) Shares 7,845 (-4.4%) Est. Cost $192.85 Unrealized
AGX ARGAN INC COM 0.0%
Value $2.044M (+32.7%) Shares 2,559 (-9.5%) Est. Cost $67.69 Unrealized
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value $1.345M (-27.2%) Shares 12,335 (-27.3%) Est. Cost $111.64 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value $2.636M (-15.8%) Shares 8,373 (-12.1%) Est. Cost $288.21 Unrealized
DOW DOW HLDGS INC COM 0.0%
Value $285K (-62.6%) Shares 10,419 (-43.0%) Est. Cost $37.77 Unrealized
EOG EOG RES INC COM 0.0%
Value $348K (-57.7%) Shares 2,686 (-52.9%) Est. Cost $114.42 Unrealized
LAMR LAMAR ADVERTISING CO CL A 0.0%
Value $2.772M (+20.3%) Shares 17,768 (-2.3%) Est. Cost $91.29 Unrealized
SHM SPDR SERIES TRUST ST NUVE TERM ETF 0.1%
Value $9.502M (-4.7%) Shares 198,099 (-5.0%) Est. Cost $47.69 Unrealized
IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT 0.0%
Value $1.249M (-26.7%) Shares 37,533 (-15.4%) Est. Cost $49.65 Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 0.0%
Value $4.085M (-9.9%) Shares 45,470 (-37.2%) Est. Cost $49.86 Unrealized
SMA SMARTSTOP SELF STORAG REIT I COMMON STOCK 0.0%
Value $3.977M (-10.1%) Shares 122,372 (-16.2%) Est. Cost $30.93 Unrealized
AMGN AMGEN INC COM 0.1%
Value $5.739M (-6.9%) Shares 15,849 (-9.6%) Est. Cost $258.89 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $797K (-34.6%) Shares 2,741 (-22.4%) Est. Cost $212.39 Unrealized
PKW INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 0.1%
Value $6.755M (+6.4%) Shares 47,688 (-1.4%) Est. Cost $96.75 Unrealized
RY ROYAL BK CDA COM 0.0%
Value $2.212M (+22.0%) Shares 10,688 (-4.6%) Est. Cost $90.28 Unrealized
HYMB SPDR SERIES TRUST ST NUVE HIGH ETF 0.0%
Value $3.197M (-10.9%) Shares 125,683 (-13.1%) Est. Cost $25.42 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value $1.19M (-23.5%) Shares 7,064 (-6.4%) Est. Cost $204.44 Unrealized
GCOW PACER FDS TR GLOBL CASH ETF 0.0%
Value $606K (-37.6%) Shares 14,000 (-33.3%) Est. Cost $40.54 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN COM 0.0%
Value $230K (-61.2%) Shares 1,681 (-53.9%) Est. Cost $225.22 Unrealized
ORCL ORACLE CORP COM 0.1%
Value $7.941M (-4.4%) Shares 54,187 (-4.0%) Est. Cost $117.64 Unrealized
MSIF MSC INCOME FUND INC COM 0.0%
Value $169K (-68.0%) Shares 14,626 (-66.3%) Est. Cost $14.08 Unrealized
ICSH ISHARES TR ULTRA SHORT DUR 0.0%
Value $2.741M (-11.6%) Shares 54,188 (-11.5%) Est. Cost $50.55 Unrealized
FLRN SPDR SERIES TRUST ST STR RATE ETF 0.1%
Value $13.48M (-2.5%) Shares 437,018 (-2.8%) Est. Cost $30.73 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $1.784M (+24.3%) Shares 14,694 (-4.5%) Est. Cost $80.84 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value $1.123M (-23.5%) Shares 13,592 (-23.4%) Est. Cost $81.21 Unrealized
FCX FREEPORT MCMORAN INC CL B 0.0%
Value $1.429M (-19.1%) Shares 22,730 (-24.4%) Est. Cost $46.06 Unrealized
SO SOUTHERN CO COM 0.0%
Value $4.304M (-7.2%) Shares 44,967 (-6.4%) Est. Cost $73.70 Unrealized
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value $2.998M (+12.5%) Shares 8,199 (-7.0%) Est. Cost $240.79 Unrealized
UUUU ENERGY FUELS INC COM NEW 0.0%
Value $835K (-28.5%) Shares 57,570 (-10.0%) Est. Cost $16.97 Unrealized
ADBE ADOBE INC COM 0.0%
Value $907K (-26.8%) Shares 4,426 (-13.2%) Est. Cost $473.88 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value $1.906M (-14.8%) Shares 15,085 (-6.0%) Est. Cost $74.18 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value $992K (+48.2%) Shares 3,389 (-1.1%) Est. Cost $126.38 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $317K (-50.4%) Shares 7,422 (-27.1%) Est. Cost $68.00 Unrealized
KR KROGER CO COM 0.0%
Value $608K (-34.5%) Shares 10,946 (-14.7%) Est. Cost $51.82 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value $2.123M (+16.7%) Shares 11,889 (-5.5%) Est. Cost $124.12 Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value $3.813M (+8.6%) Shares 184,466 (-4.0%) Est. Cost $17.22 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $3.726M (+8.7%) Shares 89,536 (-2.2%) Est. Cost $33.30 Unrealized
IBMR ISHARES TR IBONDS DEC 2029 0.0%
Value $204K (-59.5%) Shares 8,023 (-59.5%) Est. Cost $25.06 Unrealized
FS SPECIALTY LENDING FD COM SH BEN INT 0.0%
Value $935K (-24.2%) Shares 83,901 (-14.9%) Est. Cost $14.14 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value $1.993M (+17.3%) Shares 2,768 (-10.6%) Est. Cost $347.14 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value $1.491M (+24.2%) Shares 752 (-13.6%) Est. Cost $827.71 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value $1.274M (+29.3%) Shares 12,319 (-10.2%) Est. Cost $73.30 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN COM 0.0%
Value $293K (-49.4%) Shares 2,381 (-35.4%) Est. Cost $131.88 Unrealized
ADP AUTOMATIC DATA PROCESSING IN COM 0.0%
Value $5.101M (+5.8%) Shares 22,779 (-4.0%) Est. Cost $225.05 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $418K (-40.1%) Shares 8,990 (-33.8%) Est. Cost $45.87 Unrealized
RWJ INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 0.0%
Value $2.049M (+15.3%) Shares 34,437 (-2.1%) Est. Cost $57.71 Unrealized
MCK MCKESSON CORP COM 0.0%
Value $1.066M (-20.3%) Shares 1,411 (-8.7%) Est. Cost $440.76 Unrealized
VST VISTRA CORP COM 0.0%
Value $670K (-28.8%) Shares 4,224 (-32.5%) Est. Cost $130.63 Unrealized
NKE NIKE INC CL B 0.0%
Value $711K (-27.4%) Shares 17,318 (-6.5%) Est. Cost $95.41 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value $4.373M (+6.3%) Shares 31,245 (-13.9%) Est. Cost $74.48 Unrealized
ARWR ARROWHEAD PHARMACEUTICALS IN COM 0.0%
Value $1.25M (+26.0%) Shares 15,336 (-3.1%) Est. Cost $65.73 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD FT VEST GOLD 0.0%
Value $449K (-36.3%) Shares 21,343 (-22.8%) Est. Cost $21.34 Unrealized
RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 0.0%
Value $4.239M (+6.4%) Shares 19,922 (-4.0%) Est. Cost $147.61 Unrealized
BBP ETFIS SER TR I VIRTU BIOTE ETF 0.0%
Value $1.147M (-18.0%) Shares 11,914 (-29.3%) Est. Cost $79.91 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value $2.301M (-9.9%) Shares 13,803 (-12.2%) Est. Cost $138.95 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $580K (-30.1%) Shares 11,943 (-6.4%) Est. Cost $53.01 Unrealized
CCJ CAMECO CORP COM 0.0%
Value $239K (-50.8%) Shares 2,348 (-47.6%) Est. Cost $95.56 Unrealized
ING ING GROEP N.V. SPONSORED ADR 0.0%
Value $1.662M (+17.3%) Shares 52,973 (-2.6%) Est. Cost $15.08 Unrealized
SPYV SPDR SERIES TRUST ST STR P500VAL 0.0%
Value $4.189M (+6.2%) Shares 68,916 (-1.2%) Est. Cost $50.91 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value $1.723M (-12.3%) Shares 21,856 (-5.5%) Est. Cost $51.98 Unrealized
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value $1.733M (+16.1%) Shares 59,075 (-9.8%) Est. Cost $38.57 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value $649K (-27.0%) Shares 1,664 (-11.4%) Est. Cost $302.16 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value $7.011M (-3.3%) Shares 15,716 (-14.0%) Est. Cost $563.79 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $242K (-49.6%) Shares 1,658 (-39.8%) Est. Cost $276.45 Unrealized
GBIL GOLDMAN SACHS ETF TR ACCES TREASURY 0.0%
Value $588K (-28.8%) Shares 5,871 (-28.8%) Est. Cost $100.09 Unrealized
XLC SELECT SECTOR SPDR TR ST STR SVC ETF 0.0%
Value $3.296M (-6.7%) Shares 30,769 (-3.5%) Est. Cost $72.65 Unrealized
EMXC ISHARES INC MSCI EMRG CHN 0.0%
Value $1.095M (+27.2%) Shares 10,708 (-2.2%) Est. Cost $53.57 Unrealized
MYRG MYR GROUP INC COM 0.0%
Value $642K (+57.0%) Shares 1,283 (-11.4%) Est. Cost $193.78 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $3.643M (-6.0%) Shares 26,630 (-9.9%) Est. Cost $83.11 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $1.353M (+20.5%) Shares 979 (-4.7%) Est. Cost $600.49 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $2.661M (+9.4%) Shares 27,982 (-5.1%) Est. Cost $59.83 Unrealized
COR CENCORA INC COM 0.0%
Value $1.017M (-18.4%) Shares 3,595 (-9.4%) Est. Cost $199.47 Unrealized
SRE SEMPRA COM 0.0%
Value $1.314M (-14.8%) Shares 14,170 (-10.7%) Est. Cost $71.72 Unrealized
AA ALCOA CORP COM 0.0%
Value $484K (-32.0%) Shares 9,292 (-13.5%) Est. Cost $20.37 Unrealized
UAUG INNOVATOR ETFS TRUST US EQT ULTRA BF 0.0%
Value $671K (-25.0%) Shares 15,947 (-29.9%) Est. Cost $39.34 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $521K (-29.9%) Shares 21,230 (-18.0%) Est. Cost $38.09 Unrealized
FQAL FIDELITY COVINGTON TRUST QLTY FCTOR ETF 0.0%
Value $1.136M (-16.1%) Shares 13,967 (-25.2%) Est. Cost $65.91 Unrealized
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value $1.32M (+19.8%) Shares 43,484 (-6.6%) Est. Cost $21.17 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value $5.833M (+3.9%) Shares 32,240 (-5.1%) Est. Cost $136.08 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 0.1%
Value $5.254M (-3.9%) Shares 120,778 (-3.6%) Est. Cost $37.70 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value $2.358M (-8.3%) Shares 73,764 (-3.8%) Est. Cost $22.11 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value $1.186M (+21.7%) Shares 4,097 (-10.9%) Est. Cost $137.35 Unrealized
USB US BANCORP COM NEW 0.0%
Value $2.172M (+10.7%) Shares 35,952 (-4.7%) Est. Cost $49.84 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value $1.829M (-10.1%) Shares 366,595 (-8.1%) Est. Cost $5.37 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $663K (-23.6%) Shares 8,470 (-15.4%) Est. Cost $75.71 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value $416K (+94.9%) Shares 5,554 (-10.1%) Est. Cost $34.55 Unrealized
NLR VANECK ETF TRUST URANI NUCLE ETF 0.0%
Value $276K (-41.8%) Shares 2,377 (-33.2%) Est. Cost $133.66 Unrealized
SAP SAP SE SPON ADR 0.0%
Value $1.393M (-12.2%) Shares 9,040 (-2.5%) Est. Cost $229.67 Unrealized
IYF ISHARES TR U.S. FINLS ETF 0.0%
Value $768K (-19.8%) Shares 6,020 (-26.0%) Est. Cost $82.15 Unrealized
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.1%
Value $5.626M (+3.4%) Shares 23,151 (-7.6%) Est. Cost $176.28 Unrealized
AON AON PLC SHS CL A 0.0%
Value $257K (-41.7%) Shares 773 (-43.3%) Est. Cost $322.10 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO SPONSORED ADS 0.0%
Value $1.714M (+11.8%) Shares 86,156 (-4.6%) Est. Cost $13.95 Unrealized
GDX VANECK ETF TRUST GOLD MINERS ETF 0.0%
Value $509K (-26.1%) Shares 6,747 (-10.1%) Est. Cost $85.98 Unrealized
VOX VANGUARD WORLD FD COMM SRVC ETF 0.0%
Value $1.141M (-13.4%) Shares 6,202 (-15.3%) Est. Cost $102.35 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value $835K (-17.4%) Shares 5,716 (-17.4%) Est. Cost $77.39 Unrealized
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value $553K (+46.0%) Shares 30,576 (-13.2%) Est. Cost $16.98 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value $395K (-30.6%) Shares 202 (-32.0%) Est. Cost $1425.35 Unrealized
RIVERNORTH DOUBLELINE STRATE COM 0.0%
Value $89,135 (-66.0%) Shares 11,546 (-66.2%) Est. Cost $9.08 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value $1.077M (-13.8%) Shares 10,954 (-19.3%) Est. Cost $108.00 Unrealized
FXL FIRST TR EXCHANGE-TRADED FD TECH ALPHADEX 0.0%
Value $694K (+32.3%) Shares 3,194 (-3.2%) Est. Cost $121.12 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $639K (+35.3%) Shares 7,010 (-4.1%) Est. Cost $67.06 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN SHS 0.0%
Value $269K (-38.1%) Shares 5,268 (-28.4%) Est. Cost $59.03 Unrealized
IYC ISHARES TR US CONSUM DISCRE 0.0%
Value $306K (-34.1%) Shares 3,023 (-36.8%) Est. Cost $80.38 Unrealized
TTE TOTALENERGIES SE ACT 0.0%
Value $567K (-21.7%) Shares 7,288 (-8.4%) Est. Cost $63.23 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value $952K (+19.8%) Shares 4,147 (-6.0%) Est. Cost $112.46 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value $858K (+21.6%) Shares 6,796 (-1.7%) Est. Cost $65.44 Unrealized
MSTR STRATEGY INC CL A NEW 0.0%
Value $206K (-42.0%) Shares 2,365 (-16.8%) Est. Cost $319.34 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value $669K (-17.9%) Shares 63,726 (-20.4%) Est. Cost $14.02 Unrealized
ADSK AUTODESK INC COM 0.0%
Value $325K (-31.0%) Shares 1,673 (-15.0%) Est. Cost $251.83 Unrealized
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value $1.114M (+14.6%) Shares 9,481 (-1.8%) Est. Cost $82.19 Unrealized
CTAS CINTAS CORP COM 0.0%
Value $1.727M (-7.5%) Shares 10,153 (-8.1%) Est. Cost $175.07 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value $522K (-20.9%) Shares 1,765 (-4.1%) Est. Cost $388.69 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value $496K (+38.5%) Shares 3,587 (-5.2%) Est. Cost $78.89 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $386K (-26.2%) Shares 8,950 (-22.7%) Est. Cost $124.09 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value $1.165M (-10.5%) Shares 5,469 (-8.0%) Est. Cost $157.21 Unrealized
FAST FASTENAL CO COM 0.1%
Value $5.251M (-2.5%) Shares 109,328 (-5.8%) Est. Cost $31.94 Unrealized
IDV ISHARES TR INTL SEL DIV ETF 0.0%
Value $920K (-12.6%) Shares 22,212 (-10.2%) Est. Cost $26.47 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.0%
Value $715K (+22.8%) Shares 1,814 (-2.2%) Est. Cost $246.75 Unrealized
DFAT DIMENSIONAL ETF TRUST US TARGETED VLU 0.0%
Value $1.541M (+9.2%) Shares 22,051 (-2.5%) Est. Cost $50.72 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $1.29M (+11.0%) Shares 4,063 (-3.8%) Est. Cost $153.65 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT ORD 0.0%
Value $911K (-12.1%) Shares 6,929 (-4.4%) Est. Cost $150.85 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE COM 0.0%
Value $380K (+48.7%) Shares 3,731 (-5.0%) Est. Cost $58.19 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 0.0%
Value $318K (-27.9%) Shares 6,713 (-33.2%) Est. Cost $43.96 Unrealized
BAI BLACKROCK ETF TRUST ISHA I IN TE ETF 0.0%
Value $377K (+48.5%) Shares 7,151 (-7.2%) Est. Cost $33.25 Unrealized
CF CF INDUSTRIES HOLD COM 0.0%
Value $479K (-20.2%) Shares 4,424 (-4.2%) Est. Cost $76.34 Unrealized
NEM NEWMONT CORP COM 0.0%
Value $678K (-15.1%) Shares 7,264 (-1.6%) Est. Cost $59.70 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value $1.145M (+11.7%) Shares 4,814 (-2.7%) Est. Cost $131.06 Unrealized
JCI JOHNSON CONTROLS INTERNATION SHS 0.0%
Value $2.382M (+5.2%) Shares 16,305 (-5.7%) Est. Cost $67.14 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $2.906M (+4.2%) Shares 8,794 (-4.1%) Est. Cost $142.08 Unrealized
DAL DELTA AIR LINES INC COM NEW 0.0%
Value $1.867M (+6.6%) Shares 19,932 (-24.3%) Est. Cost $47.11 Unrealized
FISV FISERV INC COM 0.0%
Value $316K (-26.6%) Shares 6,441 (-16.5%) Est. Cost $143.37 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD RBA INDL ETF 0.0%
Value $290K (-28.1%) Shares 2,176 (-40.2%) Est. Cost $97.01 Unrealized
APD AIR PRODUCTS AND CHEMICALS I COM 0.0%
Value $1.293M (-8.0%) Shares 4,411 (-8.9%) Est. Cost $256.86 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $306K (-26.7%) Shares 5,522 (-19.4%) Est. Cost $43.50 Unrealized
STT STATE STR CORP COM 0.0%
Value $527K (+26.6%) Shares 3,109 (-5.5%) Est. Cost $78.25 Unrealized
AZN ASTRAZENECA PLC ORD 0.0%
Value $1.765M (-5.9%) Shares 9,308 (-2.1%) Est. Cost $190.39 Unrealized
ACWI ISHARES TR MSCI ACWI ETF 0.0%
Value $1.705M (+6.6%) Shares 10,863 (-6.0%) Est. Cost $105.94 Unrealized
BOND PIMCO ETF TR ACTIVE BD ETF 0.0%
Value $227K (-31.8%) Shares 2,460 (-31.8%) Est. Cost $91.64 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES 0.0%
Value $482K (-17.8%) Shares 18,584 (-4.3%) Est. Cost $29.60 Unrealized
AAXJ ISHARES TR MSCI AC ASIA ETF 0.0%
Value $697K (+17.3%) Shares 5,842 (-5.3%) Est. Cost $66.48 Unrealized
BLK BLACKROCK INC COM 0.0%
Value $3.888M (-2.6%) Shares 4,043 (-2.6%) Est. Cost $992.75 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value $1.288M (-7.3%) Shares 40,668 (-3.0%) Est. Cost $39.12 Unrealized
SPSM SPDR SERIES TRUST ST STR SP600 SML 0.0%
Value $776K (+14.8%) Shares 13,452 (-3.8%) Est. Cost $41.16 Unrealized
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value $368K (-21.2%) Shares 4,484 (-20.8%) Est. Cost $82.37 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $1.801M (+5.8%) Shares 1,841 (-3.2%) Est. Cost $447.50 Unrealized
MAGS LISTED FDS TR ROUN MA SEVE ETF 0.0%
Value $1.265M (+8.4%) Shares 19,667 (-2.3%) Est. Cost $54.83 Unrealized
DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE 0.0%
Value $1.471M (-6.2%) Shares 26,748 (-17.4%) Est. Cost $41.28 Unrealized
TECB ISHARES TR US TECH BRKTHR 0.0%
Value $524K (+22.4%) Shares 7,304 (-5.4%) Est. Cost $48.90 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $637K (-12.8%) Shares 4,842 (-9.8%) Est. Cost $134.36 Unrealized
AZO AUTOZONE INC COM 0.0%
Value $276K (-25.1%) Shares 86 (-21.1%) Est. Cost $3466.75 Unrealized
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value $1.641M (+5.9%) Shares 15,262 (-3.1%) Est. Cost $121.71 Unrealized
APA APA CORPORATION COM 0.0%
Value $289K (-24.0%) Shares 8,862 (-1.0%) Est. Cost $20.87 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $716K (+14.4%) Shares 23,725 (-1.0%) Est. Cost $18.86 Unrealized
MSCI MSCI INC COM 0.0%
Value $250K (-26.4%) Shares 447 (-29.2%) Est. Cost $539.00 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value $286K (-23.8%) Shares 12,119 (-1.5%) Est. Cost $33.79 Unrealized
MET METLIFE INC COM 0.0%
Value $563K (+17.1%) Shares 6,652 (-2.1%) Est. Cost $60.99 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $567K (-12.6%) Shares 1,046 (-4.4%) Est. Cost $265.84 Unrealized
SCHO SCHWAB STRATEGIC TR SHT TM US TRES 0.0%
Value $3.274M (-2.4%) Shares 135,624 (-1.9%) Est. Cost $28.37 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $1.686M (+5.0%) Shares 4,898 (-2.3%) Est. Cost $263.67 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $2.397M (-3.2%) Shares 8,862 (-6.9%) Est. Cost $219.64 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value $226K (-26.1%) Shares 7,487 (-13.2%) Est. Cost $25.21 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value $871K (-8.4%) Shares 3,666 (-10.5%) Est. Cost $147.49 Unrealized
SPY STATE STR SPDR S&P 500 ETF T TR UNIT 0.0%
Value $20,804 (-79.2%) Shares 2,600 (-7.1%) Est. Cost $453.54 Unrealized
HTH HILLTOP HLDGS INC COM 0.0%
Value $211K (-27.3%) Shares 5,431 (-32.9%) Est. Cost $30.39 Unrealized
AIVC AMPLIFY ETF TR BLOOMBERG AI EQQ 0.0%
Value $283K (+38.8%) Shares 2,450 (-16.9%) Est. Cost $63.47 Unrealized
RACE FERRARI N V COM 0.0%
Value $1.289M (+6.4%) Shares 3,462 (-3.2%) Est. Cost $407.67 Unrealized
BA BOEING CO COM 0.1%
Value $6.903M (-1.1%) Shares 31,889 (-9.1%) Est. Cost $198.44 Unrealized
ECL ECOLAB INC COM 0.0%
Value $732K (-9.3%) Shares 2,628 (-13.4%) Est. Cost $184.50 Unrealized
EQT EQT CORP COM 0.0%
Value $271K (-21.3%) Shares 5,092 (-5.7%) Est. Cost $56.13 Unrealized
IBB ISHARES TR ISHARES BIOTECH 0.0%
Value $679K (-9.6%) Shares 3,572 (-19.7%) Est. Cost $128.22 Unrealized
KEY KEYCORP COM 0.0%
Value $618K (+12.9%) Shares 26,800 (-1.8%) Est. Cost $11.95 Unrealized
BK BANK OF NY MELLON CORP COM 0.0%
Value $606K (+13.1%) Shares 4,187 (-7.2%) Est. Cost $57.48 Unrealized
CB CHUBB LIMITED COM 0.0%
Value $2.836M (+2.5%) Shares 8,322 (-1.9%) Est. Cost $229.67 Unrealized
VDC VANGUARD WORLD FD CONSUM STP ETF 0.0%
Value $1.647M (-4.0%) Shares 7,302 (-4.4%) Est. Cost $197.93 Unrealized
HTGC HERCULES CAPITAL INC COM 0.0%
Value $236K (-22.7%) Shares 14,972 (-27.6%) Est. Cost $18.67 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value $1.991M (+3.5%) Shares 9,115 (-6.0%) Est. Cost $179.57 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $434K (+18.5%) Shares 1,238 (-4.4%) Est. Cost $228.24 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 0.0%
Value $203K (-24.7%) Shares 3,164 (-16.3%) Est. Cost $74.07 Unrealized
KRBN KRANESHARES TRUST GLOBAL CARB STRA 0.0%
Value $834K (+8.6%) Shares 25,163 (-2.8%) Est. Cost $35.40 Unrealized
KKR KKR & CO INC COM 0.0%
Value $548K (-10.6%) Shares 5,974 (-9.9%) Est. Cost $135.02 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $219K (-22.9%) Shares 648 (-19.4%) Est. Cost $469.38 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD WTR ETF 0.0%
Value $1.583M (+4.2%) Shares 14,450 (-1.8%) Est. Cost $88.96 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value $509K (-11.2%) Shares 1,109 (-13.9%) Est. Cost $446.02 Unrealized
INDA ISHARES TR MSCI INDIA ETF 0.0%
Value $686K (-8.4%) Shares 13,888 (-13.1%) Est. Cost $53.15 Unrealized
SIVR ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 0.0%
Value $212K (-22.8%) Shares 3,764 (-1.7%) Est. Cost $71.61 Unrealized
ZSC USCF ETF TR SUST COM STR FD 0.0%
Value $823K (-7.0%) Shares 27,967 (-7.1%) Est. Cost $26.23 Unrealized
PAAA PGIM ETF TR AAA CLO ETF 0.0%
Value $2.699M (-2.2%) Shares 52,650 (-2.4%) Est. Cost $51.40 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $255K (-19.2%) Shares 1,854 (-7.3%) Est. Cost $157.49 Unrealized
SKYY FIRST TR EXCHANGE-TRADED FD CLOUD COMPUTING 0.0%
Value $347K (+21.2%) Shares 2,576 (-1.5%) Est. Cost $97.45 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value $254K (-18.7%) Shares 3,354 (-12.7%) Est. Cost $106.62 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $426K (-12.0%) Shares 5,719 (-11.2%) Est. Cost $58.88 Unrealized
PPA INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 0.0%
Value $1.299M (+4.7%) Shares 7,352 (-1.8%) Est. Cost $107.57 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $1.048M (+5.9%) Shares 13,035 (-1.9%) Est. Cost $147.43 Unrealized
IEI ISHARES TR 3 7 YR TREAS BD 0.0%
Value $454K (-11.3%) Shares 3,868 (-10.5%) Est. Cost $118.14 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value $5.415M (-1.0%) Shares 37,830 (-9.4%) Est. Cost $97.38 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value $278K (+25.6%) Shares 10,349 (-1.0%) Est. Cost $15.48 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value $376K (-12.9%) Shares 2,836 (-11.1%) Est. Cost $83.69 Unrealized
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 0.0%
Value $881K (+6.7%) Shares 10,522 (-4.3%) Est. Cost $64.23 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value $312K (-14.9%) Shares 5,458 (-4.7%) Est. Cost $58.35 Unrealized
MCO MOODYS CORP COM 0.0%
Value $1.007M (-5.1%) Shares 2,224 (-8.6%) Est. Cost $374.58 Unrealized
AVDV AMERICAN CENTY ETF TR INTL SMCP VLU 0.3%
Value $26.17M (+0.2%) Shares 253,983 (-2.9%) Est. Cost $60.62 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value $468K (+13.0%) Shares 3,928 (-2.6%) Est. Cost $108.19 Unrealized
VCR VANGUARD WORLD FD CONSUM DIS ETF 0.0%
Value $876K (-5.8%) Shares 2,209 (-14.7%) Est. Cost $273.36 Unrealized
RHTX STARBOARD INVT TR RH TACT OUTL ETF 0.0%
Value $1.414M (+3.9%) Shares 71,201 (-3.1%) Est. Cost $13.49 Unrealized
VOT VANGUARD INDEX FDS MCAP GR IDXVIP 0.0%
Value $470K (+12.6%) Shares 1,533 (-5.4%) Est. Cost $240.60 Unrealized
STE STERIS PLC SHS USD 0.0%
Value $318K (-13.8%) Shares 1,512 (-9.5%) Est. Cost $209.32 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $323K (-13.5%) Shares 561 (-11.7%) Est. Cost $500.06 Unrealized
EFV ISHARES TR EAFE VALUE ETF 0.0%
Value $361K (-12.2%) Shares 4,718 (-14.8%) Est. Cost $68.94 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value $203K (-19.8%) Shares 1,481 (-31.2%) Est. Cost $123.06 Unrealized
VHT VANGUARD WORLD FD HEALTH CAR ETF 0.0%
Value $1.545M (-3.1%) Shares 5,168 (-11.7%) Est. Cost $236.52 Unrealized
SYY SYSCO CORP COM 0.0%
Value $434K (+12.7%) Shares 5,190 (-3.8%) Est. Cost $71.73 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value $985K (-4.7%) Shares 38,117 (-8.2%) Est. Cost $48.15 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $201K (-19.2%) Shares 1,443 (-12.9%) Est. Cost $222.09 Unrealized
URTY PROSHARES TR ULTR RUSSL2000 0.0%
Value $319K (+17.4%) Shares 3,651 (-30.7%) Est. Cost $42.52 Unrealized
IYH ISHARES TR US HLTHCARE ETF 0.0%
Value $576K (-7.5%) Shares 8,589 (-14.9%) Est. Cost $95.66 Unrealized
EPD ENTERPRISE PRODS PARTNERS L COM 0.0%
Value $822K (-5.3%) Shares 22,372 (-2.5%) Est. Cost $29.03 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value $1.744M (-2.6%) Shares 9,158 (-3.0%) Est. Cost $222.03 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value $546K (-7.7%) Shares 5,058 (-16.5%) Est. Cost $89.27 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 0.0%
Value $361K (+14.3%) Shares 14,392 (-1.2%) Est. Cost $10.04 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value $615K (-6.7%) Shares 2,231 (-9.7%) Est. Cost $282.61 Unrealized
EATON VANCE TAX ADVT DIV INC COM 0.0%
Value $522K (+9.1%) Shares 18,854 (-3.3%) Est. Cost $22.56 Unrealized
IBOC INTERNATIONAL BANCSHARES COR COM 0.0%
Value $211K (-17.0%) Shares 2,784 (-26.4%) Est. Cost $62.23 Unrealized
ROST ROSS STORES INC COM 0.0%
Value $943K (-4.3%) Shares 4,430 (-2.6%) Est. Cost $125.01 Unrealized
RDDT REDDIT INC CL A 0.0%
Value $470K (+10.0%) Shares 2,708 (-14.7%) Est. Cost $157.18 Unrealized
HAS HASBRO INC COM 0.0%
Value $225K (-15.8%) Shares 2,719 (-4.6%) Est. Cost $78.03 Unrealized
IYE ISHARES TR U.S. ENERGY ETF 0.0%
Value $210K (-16.6%) Shares 3,711 (-4.6%) Est. Cost $64.78 Unrealized
WFC WELLS FARGO & CO COM 0.0%
Value $3.032M (-1.3%) Shares 36,686 (-5.0%) Est. Cost $51.65 Unrealized
BHP BHP BILLITON LIMITED SPONSORED ADS 0.0%
Value $666K (+6.6%) Shares 7,993 (-7.0%) Est. Cost $63.82 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value $240K (-14.5%) Shares 1,783 (-14.0%) Est. Cost $102.36 Unrealized
UBS UBS GROUP AG SHS 0.0%
Value $277K (+17.1%) Shares 5,584 (-7.7%) Est. Cost $39.03 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value $329K (+14.0%) Shares 22,424 (-4.4%) Est. Cost $11.49 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value $213K (-15.5%) Shares 1,236 (-9.4%) Est. Cost $161.04 Unrealized
RXRX RECURSION PHARMACEUTICALS IN CL A 0.0%
Value $42,550 (-47.8%) Shares 11,594 (-56.3%) Est. Cost $6.81 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $566K (-6.4%) Shares 1,363 (-2.2%) Est. Cost $323.92 Unrealized
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value $203K (+23.0%) Shares 10,526 (-10.6%) Est. Cost $20.45 Unrealized
TXT TEXTRON INC COM 0.0%
Value $245K (-13.3%) Shares 2,672 (-17.2%) Est. Cost $74.56 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $640K (-5.4%) Shares 14,538 (-7.3%) Est. Cost $28.62 Unrealized
VPU VANGUARD WORLD FD UTILITIES ETF 0.0%
Value $818K (-4.3%) Shares 4,180 (-3.1%) Est. Cost $131.56 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $438K (-7.7%) Shares 1,723 (-45.3%) Est. Cost $168.77 Unrealized
DFAS DIMENSIONAL ETF TRUST US SMALL CAP ETF 0.0%
Value $325K (+12.5%) Shares 3,945 (-2.9%) Est. Cost $60.35 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value $2.162M (-1.6%) Shares 39,881 (-1.7%) Est. Cost $46.42 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value $95,450 (+49.7%) Shares 6,000 (-14.3%) Est. Cost $101.45 Unrealized
AGOX STARBOARD INVT TR ADAPTIVE ALPHA 0.0%
Value $791K (-3.8%) Shares 22,832 (-26.1%) Est. Cost $24.89 Unrealized
BIIB BIOGEN INC COM 0.0%
Value $524K (-5.6%) Shares 2,427 (-19.9%) Est. Cost $203.27 Unrealized
MTB M & T BK CORP COM 0.0%
Value $285K (+12.1%) Shares 1,199 (-2.6%) Est. Cost $153.31 Unrealized
IUSG ISHARES TR CORE S&P US GWT 0.0%
Value $363K (+9.2%) Shares 1,928 (-9.9%) Est. Cost $109.65 Unrealized
GUGGENHEIM STRATEGIC OPPORTU COM SBI 0.0%
Value $730K (-4.0%) Shares 66,842 (-3.1%) Est. Cost $15.47 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value $267K (-10.2%) Shares 3,253 (-12.2%) Est. Cost $71.99 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value $565K (-5.0%) Shares 681 (-15.5%) Est. Cost $505.78 Unrealized
NUEM NUSHARES ETF TR NUVEEN ESG EMRGN 0.0%
Value $315K (+10.5%) Shares 7,430 (-4.4%) Est. Cost $27.03 Unrealized
CALAMOS CONV & HIGH INCOME F COM SHS 0.0%
Value $239K (+14.3%) Shares 17,530 (-8.6%) Est. Cost $11.23 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $294K (-9.0%) Shares 4,111 (-2.0%) Est. Cost $83.34 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $350K (-7.7%) Shares 17,426 (-4.7%) Est. Cost $34.88 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value $372K (-7.2%) Shares 2,441 (-10.9%) Est. Cost $111.72 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $535K (-5.0%) Shares 20,074 (-2.1%) Est. Cost $14.97 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $246K (+12.9%) Shares 3,504 (-3.4%) Est. Cost $53.83 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value $442K (+6.6%) Shares 1,800 (-10.3%) Est. Cost $80.58 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value $363K (-7.0%) Shares 2,966 (-1.3%) Est. Cost $193.46 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $1.49M (+1.9%) Shares 24,792 (-3.5%) Est. Cost $65.40 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value $1.295M (-2.0%) Shares 6,456 (-10.9%) Est. Cost $151.84 Unrealized
RHRX STARBOARD INVT TR RH TACTICAL ROT 0.0%
Value $531K (+5.3%) Shares 24,113 (-9.3%) Est. Cost $12.58 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $792K (-3.2%) Shares 23,283 (-8.9%) Est. Cost $60.31 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $821K (+3.3%) Shares 3,986 (-1.7%) Est. Cost $164.92 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value $731K (+3.7%) Shares 43,806 (-7.5%) Est. Cost $20.96 Unrealized
SLYV SPDR SERIES TRUST ST STR SP600SM C 0.0%
Value $258K (-8.8%) Shares 2,366 (-20.9%) Est. Cost $78.12 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $228K (-9.8%) Shares 2,574 (-22.5%) Est. Cost $47.08 Unrealized
FNB F N B CORP COM 0.0%
Value $230K (+12.0%) Shares 12,062 (-1.9%) Est. Cost $14.84 Unrealized
PCMM BONDBLOXX ETF TRUST PRIVA CR CLO ETF 0.0%
Value $1.282M (-1.9%) Shares 25,709 (-3.3%) Est. Cost $50.38 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 0.0%
Value $283K (+9.4%) Shares 3,145 (-8.7%) Est. Cost $67.17 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value $608K (-3.8%) Shares 3,387 (-3.5%) Est. Cost $113.33 Unrealized
IDU ISHARES TR U.S. UTILITS ETF 0.0%
Value $311K (-7.2%) Shares 2,713 (-6.0%) Est. Cost $85.23 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.0%
Value $1.504M (+1.6%) Shares 19,838 (-5.9%) Est. Cost $53.08 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI FT VEST US 0.0%
Value $288K (-7.5%) Shares 5,711 (-13.2%) Est. Cost $47.37 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value $4.432M (+0.5%) Shares 19,521 (-6.5%) Est. Cost $180.98 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value $915K (-2.4%) Shares 12,313 (-4.5%) Est. Cost $48.42 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value $506K (-4.3%) Shares 4,578 (-2.1%) Est. Cost $88.57 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value $222K (-9.1%) Shares 8,354 (-6.5%) Est. Cost $29.02 Unrealized
VIS VANGUARD WORLD FD INDUSTRIAL ETF 0.0%
Value $1.537M (+1.4%) Shares 4,265 (-12.1%) Est. Cost $196.12 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value $672K (-3.1%) Shares 5,751 (-4.0%) Est. Cost $87.47 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.0%
Value $264K (-7.4%) Shares 5,258 (-7.9%) Est. Cost $49.38 Unrealized
BFST BUSINESS FIRST BANCSHARES IN COM 0.0%
Value $217K (-8.4%) Shares 7,052 (-19.4%) Est. Cost $20.92 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value $85,766 (+28.1%) Shares 26,471 (-2.4%) Est. Cost $2.55 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 0.0%
Value $651K (-2.6%) Shares 12,887 (-6.1%) Est. Cost $50.26 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value $279K (-5.8%) Shares 4,986 (-18.8%) Est. Cost $62.76 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value $378K (-4.2%) Shares 4,710 (-5.2%) Est. Cost $61.54 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $256K (+6.7%) Shares 2,834 (-5.5%) Est. Cost $71.90 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $1.151M (-1.4%) Shares 22,376 (-27.9%) Est. Cost $38.53 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value $135K (+13.4%) Shares 11,571 (-4.3%) Est. Cost $12.63 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value $426K (+3.9%) Shares 5,578 (-2.3%) Est. Cost $53.07 Unrealized
EMB ISHARES TR JPMORGAN USD EMG 0.0%
Value $375K (-4.0%) Shares 3,891 (-6.5%) Est. Cost $89.90 Unrealized
CTVA CORTEVA INC COM 0.0%
Value $924K (-1.7%) Shares 10,911 (-2.8%) Est. Cost $56.25 Unrealized
XBI SPDR SERIES TRUST ST STR SP BIOT 0.0%
Value $1.376M (+1.1%) Shares 8,694 (-18.4%) Est. Cost $85.69 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $541K (-2.7%) Shares 6,660 (-2.9%) Est. Cost $63.69 Unrealized
SPTI SPDR SERIES TRUST ST INTER ETF 0.0%
Value $279K (-4.8%) Shares 9,816 (-3.9%) Est. Cost $28.52 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $397K (+3.6%) Shares 5,198 (-1.4%) Est. Cost $58.16 Unrealized
CGGR CAPITAL GROUP GROWTH ETF SHS CREAT UNIT 0.0%
Value $2.701M (-0.5%) Shares 57,230 (-15.3%) Est. Cost $39.21 Unrealized
PBF PBF ENERGY INC CL A 0.0%
Value $213K (-5.9%) Shares 4,685 (-1.6%) Est. Cost $32.98 Unrealized
SPTM SPDR SERIES TRUST ST STR PR SP1500 0.0%
Value $536K (+2.3%) Shares 5,907 (-10.9%) Est. Cost $63.37 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value $867K (+1.4%) Shares 11,242 (-2.0%) Est. Cost $47.50 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value $608K (-2.0%) Shares 71,366 (-5.3%) Est. Cost $7.26 Unrealized
IPAY AMPLIFY ETF TR AMPLIFY DGTL PAY 0.0%
Value $524K (-2.3%) Shares 11,364 (-9.3%) Est. Cost $47.27 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 0.0%
Value $335K (+3.7%) Shares 7,082 (-3.1%) Est. Cost $44.28 Unrealized
IYG ISHARES TR U.S. FIN SVC ETF 0.0%
Value $212K (+5.7%) Shares 2,340 (-3.2%) Est. Cost $101.01 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value $815K (+1.3%) Shares 5,100 (-1.4%) Est. Cost $131.78 Unrealized
HYLB DBX ETF TR XTRACK USD HIGH 0.0%
Value $243K (-4.1%) Shares 6,664 (-5.0%) Est. Cost $32.93 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 0.0%
Value $524K (-1.9%) Shares 11,215 (-8.8%) Est. Cost $44.02 Unrealized
XLV SELECT SECTOR SPDR TR ST STR CARE ETF 0.1%
Value $5.43M (-0.2%) Shares 34,223 (-7.8%) Est. Cost $132.95 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value $548K (+1.9%) Shares 7,576 (-2.3%) Est. Cost $59.49 Unrealized
IFLN INVESCO EXCH TRADED FD TR II BLOO EN ANGE ETF 0.0%
Value $754K (-1.2%) Shares 41,245 (-3.1%) Est. Cost $17.50 Unrealized
MDYG SPDR SERIES TRUST ST STR SP400GRW 0.0%
Value $212K (-4.0%) Shares 1,895 (-17.8%) Est. Cost $78.97 Unrealized
TOST TOAST INC CL A 0.0%
Value $314K (+2.9%) Shares 11,295 (-2.0%) Est. Cost $36.20 Unrealized
AME AMETEK INC COM 0.0%
Value $214K (+4.0%) Shares 886 (-7.8%) Est. Cost $223.27 Unrealized
HPQ HP INC COM 0.0%
Value $222K (-3.6%) Shares 10,122 (-15.6%) Est. Cost $19.77 Unrealized
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value $217K (+3.9%) Shares 12,281 (-12.2%) Est. Cost $17.50 Unrealized
SPMB SPDR SERIES TRUST ST STR BACKE ETF 0.0%
Value $549K (-1.4%) Shares 24,618 (-1.0%) Est. Cost $22.10 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value $217K (+3.3%) Shares 3,554 (-9.4%) Est. Cost $50.21 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN COM 0.0%
Value $33,471 (+25.0%) Shares 19,923 (-1.8%) Est. Cost $1.95 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value $3.414M (-0.2%) Shares 9,637 (-3.3%) Est. Cost $231.85 Unrealized
XSOE WISDOMTREE TR EM EX ST-OWNED 0.0%
Value $296K (-2.2%) Shares 6,021 (-20.3%) Est. Cost $31.08 Unrealized
VFH VANGUARD WORLD FD FINANCIALS ETF 0.0%
Value $1.219M (-0.4%) Shares 9,260 (-8.6%) Est. Cost $84.76 Unrealized
EVRG EVERGY INC COM 0.0%
Value $555K (-0.9%) Shares 6,419 (-6.0%) Est. Cost $51.95 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $98,886 (+4.7%) Shares 10,531 (-5.8%) Est. Cost $12.85 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value $324K (+1.4%) Shares 8,504 (-5.0%) Est. Cost $31.12 Unrealized
SMMV ISHARES TR MSCI USA SMCP MN 0.0%
Value $811K (+0.5%) Shares 17,613 (-4.8%) Est. Cost $36.46 Unrealized
XLB SELECT SECTOR SPDR TR ST STR MATER ETF 0.0%
Value $258K (-1.6%) Shares 5,073 (-3.3%) Est. Cost $64.23 Unrealized
KOCT INNOVATOR ETFS TRUST US SML CP PWR B 0.0%
Value $325K (+1.3%) Shares 8,700 (-8.1%) Est. Cost $33.71 Unrealized
VTR VENTAS INC COM 0.0%
Value $270K (-1.3%) Shares 3,042 (-9.1%) Est. Cost $67.08 Unrealized
MUNI PIMCO ETF TR INTER MUN BD ACT 0.0%
Value $208K (-1.4%) Shares 3,947 (-2.2%) Est. Cost $52.45 Unrealized
ONON ON HLDG AG NAMEN AKT A 0.0%
Value $307K (-0.9%) Shares 8,664 (-4.8%) Est. Cost $38.26 Unrealized
AES AES CORP COM 0.0%
Value $168K (+1.5%) Shares 11,463 (-2.4%) Est. Cost $14.03 Unrealized
MPT MEDICAL PROPERTIES TRUST INC COM 0.0%
Value $81,339 (-1.9%) Shares 17,606 (-1.7%) Est. Cost $4.81 Unrealized
XLY SELECT SECTOR SPDR TR ST STR DISCR ETF 0.0%
Value $1.316M (+0.1%) Shares 11,225 (-7.0%) Est. Cost $142.13 Unrealized
MRK MERCK & CO INC COM 0.1%
Value $5.598M (-0.0%) Shares 43,565 (-6.4%) Est. Cost $100.23 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value $370K (+0.3%) Shares 15,668 (-4.5%) Est. Cost $30.46 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value $235K (+0.1%) Shares 1,613 (-5.8%) Est. Cost $133.27 Unrealized
IWN ISHARES TR RUS 2000 VAL ETF 0.0%
Value $248K (+0.0%) Shares 1,121 (-14.3%) Est. Cost $181.58 Unrealized

Unchanged Positions (222)

NVDA NVIDIA CORPORATION COM 2.2%
Value $227M Shares 1,133,586 Est. Cost $101.45 Unrealized
AVEM AMERICAN CENTY ETF TR AVANTIS EMGMKT 0.7%
Value $72.44M Shares 750,726 Est. Cost $80.58 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 0.4%
Value $38.78M Shares 81,198 Est. Cost $135.32 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value $26.4M Shares 226,312 Est. Cost $25.91 Unrealized
WMT WALMART INC COM 0.6%
Value $63.72M Shares 562,568 Est. Cost $62.62 Unrealized
AVUV AMERICAN CENTY ETF TR US SML CP VALU 0.5%
Value $54.47M Shares 436,592 Est. Cost $89.16 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value $11.14M Shares 15,402 Est. Cost $150.88 Unrealized
USRT ISHARES TR CRE U S REIT ETF 0.5%
Value $51.38M Shares 773,229 Est. Cost $59.15 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value $10.15M Shares 13,300 Est. Cost $260.14 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.4%
Value $46.4M Shares 196,082 Est. Cost $165.78 Unrealized
IJR ISHARES TR CORE S&P SCP ETF 0.2%
Value $19.99M Shares 134,779 Est. Cost $105.29 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value $8.371M Shares 71,271 Est. Cost $49.28 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value $9.869M Shares 19,934 Est. Cost $268.17 Unrealized
HWM HOWMET AEROSPACE INC COM 0.2%
Value $18.22M Shares 67,780 Est. Cost $119.05 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value $22.3M Shares 65,919 Est. Cost $194.57 Unrealized
DFAC DIMENSIONAL ETF TRUST US COR EQU 2 ETF 0.2%
Value $18.65M Shares 420,508 Est. Cost $31.78 Unrealized
IWY ISHARES TR RUS TP200 GR ETF 0.1%
Value $14.99M Shares 51,573 Est. Cost $180.09 Unrealized
SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 0.1%
Value $11.37M Shares 392,740 Est. Cost $36.05 Unrealized
PEP PEPSICO INC COM 0.1%
Value $10.12M Shares 74,756 Est. Cost $160.57 Unrealized
BGIG ETF SER SOLUTIONS BAHL GA GROW ETF 0.2%
Value $18.74M Shares 522,151 Est. Cost $31.69 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN COM CL A 0.0%
Value $5.012M Shares 57,585 Est. Cost $50.38 Unrealized
TER TERADYNE INC COM 0.0%
Value $2.891M Shares 5,976 Est. Cost $122.92 Unrealized
NXTE INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA 0.0%
Value $3.476M Shares 63,863 Est. Cost $33.05 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.1%
Value $6.838M Shares 28,206 Est. Cost $182.87 Unrealized
CBC CENTRAL BANCOMPANY COM CL A 0.0%
Value $3.805M Shares 125,240 Est. Cost $23.43 Unrealized
PYLD PIMCO ETF TR MULTISECTOR BD 0.4%
Value $45.95M Shares 1,732,584 Est. Cost $26.20 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 0.7%
Value $69.28M Shares 643,767 Est. Cost $107.26 Unrealized
IWV ISHARES TR RUSSELL 3000 ETF 0.1%
Value $5.263M Shares 12,344 Est. Cost $281.30 Unrealized
DIA STATE STR SPDR DOW JONES IND UT SER 1 0.1%
Value $6.392M Shares 12,237 Est. Cost $432.62 Unrealized
MGC VANGUARD WORLD FD MEGA CAP INDEX 0.0%
Value $4.905M Shares 17,927 Est. Cost $156.46 Unrealized
KOID KRANESHARES TRUST GBL HUMANOID ROB 0.0%
Value $2.717M Shares 65,904 Est. Cost $31.95 Unrealized
XLI SELECT SECTOR SPDR TR ST STR INDL ETF 0.0%
Value $4.83M Shares 26,075 Est. Cost $139.56 Unrealized
PSQO PALMER SQUARE FUNDS TR CR OPPOR ETF 0.5%
Value $49.47M Shares 2,393,248 Est. Cost $20.52 Unrealized
APH AMPHENOL CORP CL A 0.0%
Value $1.756M Shares 9,957 Est. Cost $87.87 Unrealized
EPS WISDOMTREE TR US LARGECAP FUND 0.0%
Value $3.927M Shares 50,479 Est. Cost $46.71 Unrealized
LOW LOWES COS INC COM 0.1%
Value $5.761M Shares 26,127 Est. Cost $229.04 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value $3.326M Shares 2,497 Est. Cost $901.26 Unrealized
KFY KORN FERRY COM NEW 0.1%
Value $7.503M Shares 112,696 Est. Cost $50.61 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C COM 0.0%
Value $911K Shares 20,195 Est. Cost $16.26 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.1%
Value $7.496M Shares 47,433 Est. Cost $108.97 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value $2.718M Shares 80,069 Est. Cost $20.96 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value $8.628M Shares 56,950 Est. Cost $96.02 Unrealized
FFIN FIRST FINL BANKSHARES INC COM 0.0%
Value $2.587M Shares 74,775 Est. Cost $34.11 Unrealized
MMM 3M CO COM 0.0%
Value $3.84M Shares 23,716 Est. Cost $94.94 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 0.4%
Value $44.71M Shares 924,746 Est. Cost $47.68 Unrealized
IPAC ISHARES TR CORE MSCI PAC 0.1%
Value $5.884M Shares 71,814 Est. Cost $57.74 Unrealized
CSX CSX CORP COM 0.0%
Value $2.679M Shares 56,366 Est. Cost $31.07 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 0.0%
Value $3.069M Shares 4,364 Est. Cost $484.66 Unrealized
BINC BLACKROCK ETF TRUST II ISHA FLEX IN ETF 0.4%
Value $38.94M Shares 743,967 Est. Cost $51.94 Unrealized
WAT WATERS CORP COM 0.0%
Value $1.555M Shares 4,147 Est. Cost $367.10 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $601K Shares 5,841 Est. Cost $91.64 Unrealized
SPDW SPDR INDEX SHS FDS ST STR PO EX ETF 0.0%
Value $3.416M Shares 67,791 Est. Cost $35.69 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value $16.52M Shares 864,161 Est. Cost $14.33 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value $3.269M Shares 10,392 Est. Cost $228.56 Unrealized
FDX FEDEX CORP COM 0.0%
Value $1.881M Shares 6,006 Est. Cost $249.84 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value $6.535M Shares 25,559 Est. Cost $140.36 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value $3.213M Shares 19,009 Est. Cost $100.88 Unrealized
DVY ISHARES TR SELECT DIVID ETF 0.1%
Value $7.262M Shares 46,459 Est. Cost $121.35 Unrealized
DFUS DIMENSIONAL ETF TRUST US EQUI MARK ETF 0.0%
Value $1.755M Shares 21,413 Est. Cost $49.81 Unrealized
OEF ISHARES TR S&P 100 ETF 0.0%
Value $1.771M Shares 4,841 Est. Cost $225.63 Unrealized
IGRO ISHARES TR INTL DIV GRWTH 0.0%
Value $3.954M Shares 44,963 Est. Cost $69.99 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value $1.804M Shares 7,595 Est. Cost $121.71 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 0.0%
Value $688K Shares 10,670 Est. Cost $47.90 Unrealized
KIDS ORTHOPEDIATRICS CORP COM 0.0%
Value $1.195M Shares 62,451 Est. Cost $29.00 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value $4.513M Shares 29,824 Est. Cost $236.54 Unrealized
SCHC SCHWAB STRATEGIC TR INTL SCEQT ETF 0.1%
Value $6.83M Shares 141,932 Est. Cost $33.77 Unrealized
SDY SPDR SERIES TRUST ST STR SP DIV 0.0%
Value $3.764M Shares 24,734 Est. Cost $122.91 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value $687K Shares 3,440 Est. Cost $130.48 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value $4.955M Shares 22,230 Est. Cost $168.63 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.3%
Value $29.75M Shares 567,579 Est. Cost $52.30 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value $1.238M Shares 34,958 Est. Cost $27.32 Unrealized
ACWX ISHARES TR MSCI ACWI EX US 0.0%
Value $1.547M Shares 20,324 Est. Cost $55.07 Unrealized
EPR EPR PPTYS COM SH BEN INT 0.0%
Value $1.143M Shares 19,697 Est. Cost $47.14 Unrealized
USMV ISHARES TR MSCI USA MIN ETF 0.0%
Value $3.69M Shares 38,256 Est. Cost $82.70 Unrealized
AMT AMERICAN TOWER CORP COM 0.0%
Value $2.272M Shares 13,891 Est. Cost $191.65 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 0.0%
Value $1.508M Shares 132,462 Est. Cost $9.90 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value $1.429M Shares 20,923 Est. Cost $54.47 Unrealized
XMLV INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 0.0%
Value $2.672M Shares 40,280 Est. Cost $53.84 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $826K Shares 3,692 Est. Cost $131.13 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $514K Shares 5,343 Est. Cost $54.20 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $636K Shares 26,808 Est. Cost $15.07 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $1.295M Shares 14,950 Est. Cost $76.23 Unrealized
DHI D R HORTON INC COM 0.0%
Value $726K Shares 4,458 Est. Cost $115.79 Unrealized
AFL AFLAC INC COM 0.0%
Value $2.01M Shares 17,142 Est. Cost $77.07 Unrealized
SCHK SCHWAB STRATEGIC TR 1000 INDEX ETF 0.0%
Value $842K Shares 23,348 Est. Cost $31.24 Unrealized
SNA SNAP ON INC COM 0.0%
Value $1.109M Shares 2,757 Est. Cost $240.51 Unrealized
HACK AMPLIFY ETF TR AMPLIFY CYBERSEC 0.0%
Value $361K Shares 3,436 Est. Cost $70.60 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value $431K Shares 1,210 Est. Cost $169.82 Unrealized
F FORD MTR CO COM 0.0%
Value $568K Shares 40,879 Est. Cost $9.15 Unrealized
DFIC DIMENSIONAL ETF TRUST INTL CORE EQUITY 0.0%
Value $2.561M Shares 68,736 Est. Cost $31.59 Unrealized
HAWX ISHARES TR MSCI ACWI EXUS 0.0%
Value $817K Shares 17,560 Est. Cost $28.84 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY SHS 0.0%
Value $612K Shares 16,350 Est. Cost $31.91 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $1.315M Shares 14,344 Est. Cost $71.79 Unrealized
HWC HANCOCK WHITNEY CORPORATION COM 0.0%
Value $627K Shares 8,387 Est. Cost $47.91 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $741K Shares 4,723 Est. Cost $143.73 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value $774K Shares 5,008 Est. Cost $96.16 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value $317K Shares 8,945 Est. Cost $32.17 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $1.485M Shares 25,774 Est. Cost $60.34 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value $501K Shares 7,318 Est. Cost $42.11 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value $889K Shares 17,049 Est. Cost $26.30 Unrealized
XAR SPDR SERIES TRUST ST STR SP AERO 0.0%
Value $789K Shares 2,781 Est. Cost $150.69 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $623K Shares 2,746 Est. Cost $143.95 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value $298K Shares 8,073 Est. Cost $32.94 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value $424K Shares 10,529 Est. Cost $23.12 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value $439K Shares 45,805 Est. Cost $3.57 Unrealized
WAB WABTEC COM 0.0%
Value $1.101M Shares 4,084 Est. Cost $117.39 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value $537K Shares 7,005 Est. Cost $55.98 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value $3.892M Shares 33,882 Est. Cost $62.66 Unrealized
COHR COHERENT CORP COM 0.0%
Value $108K Shares 2,400 Est. Cost $163.26 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value $791K Shares 50,246 Est. Cost $17.88 Unrealized
DFEM DIMENSIONAL ETF TRUST EMERGING MKTS CO 0.0%
Value $483K Shares 11,886 Est. Cost $33.08 Unrealized
HSY HERSHEY CO COM 0.0%
Value $345K Shares 1,967 Est. Cost $179.06 Unrealized
QSIG WISDOMTREE TR US SHT TRM CORP 0.2%
Value $17.28M Shares 357,636 Est. Cost $47.46 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value $1.011M Shares 5,118 Est. Cost $142.52 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value $784K Shares 15,734 Est. Cost $35.69 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.0%
Value $121K Shares 16,100 Est. Cost $96.04 Unrealized
CWB SPDR SERIES TRUST ST STR CONV ETF 0.0%
Value $424K Shares 3,929 Est. Cost $69.62 Unrealized
CMF ISHARES TR CALIF MUN BD ETF 0.0%
Value $4.371M Shares 75,841 Est. Cost $56.92 Unrealized
BBEU J P MORGAN EXCHANGE TRADED F BETA EURO ET NE 0.0%
Value $897K Shares 11,537 Est. Cost $54.31 Unrealized
VV VANGUARD INDEX FDS LARGE CAP ETF 0.0%
Value $449K Shares 1,307 Est. Cost $255.49 Unrealized
FNF FIDELITY NATL FINL INC COM SHS 0.0%
Value $3.611M Shares 76,574 Est. Cost $32.92 Unrealized
BGC BGC GROUP INC CL A 0.0%
Value $664K Shares 62,133 Est. Cost $4.90 Unrealized
IUSV ISHARES TR CORE S&P US VLU 0.0%
Value $808K Shares 7,332 Est. Cost $88.57 Unrealized
CGGG CAPITAL GROUP EQUITY ETF TR US LARGE GROWT 0.0%
Value $487K Shares 17,000 Est. Cost $28.57 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO COM 0.0%
Value $383K Shares 3,467 Est. Cost $105.16 Unrealized
ARKK ARK ETF TR INNOVATION ETF 0.0%
Value $324K Shares 4,011 Est. Cost $64.30 Unrealized
UNM UNUM GROUP COM 0.0%
Value $285K Shares 3,191 Est. Cost $76.42 Unrealized
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $350K Shares 41,426 Est. Cost $7.71 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value $245K Shares 3,894 Est. Cost $50.22 Unrealized
DBC INVESCO DB COMMDY INDX TRCK UNIT 0.0%
Value $573K Shares 21,480 Est. Cost $21.67 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD CORE INVESTMENT 0.0%
Value $3.563M Shares 170,836 Est. Cost $21.08 Unrealized
DFSU DIMENSIONAL ETF TRUST US SUSTAINABILTY 0.0%
Value $374K Shares 8,015 Est. Cost $28.71 Unrealized
HEDJ WISDOMTREE TR EUROPE HEDGED EQ 0.0%
Value $588K Shares 10,314 Est. Cost $60.49 Unrealized
IMTM ISHARES TR MSCI INTL MOMENT 0.0%
Value $451K Shares 8,462 Est. Cost $47.97 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI FT VEST LAD 0.0%
Value $712K Shares 25,510 Est. Cost $26.53 Unrealized
NBTB NBT BANCORP INC COM 0.0%
Value $294K Shares 5,958 Est. Cost $41.63 Unrealized
CHRW C H ROBINSON WORLDWIDE IN COM NEW 0.0%
Value $344K Shares 1,825 Est. Cost $116.46 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $407K Shares 1,590 Est. Cost $111.96 Unrealized
LRGF ISHARES TR U S EQUITY FACTR 0.0%
Value $303K Shares 4,010 Est. Cost $54.07 Unrealized
ONB OLD NATL BANCORP IND COM 0.0%
Value $242K Shares 9,349 Est. Cost $21.62 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value $456K Shares 1,545 Est. Cost $233.10 Unrealized
IMCV ISHARES TR MRGSTR MD CP VAL 0.0%
Value $485K Shares 5,304 Est. Cost $94.81 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $253K Shares 43,390 Est. Cost $2.58 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET SHS NEW 0.0%
Value $204K Shares 7,858 Est. Cost $43.93 Unrealized
FXO FIRST TR EXCHANGE-TRADED FD FINLS ALPHADEX 0.0%
Value $320K Shares 5,123 Est. Cost $43.61 Unrealized
JPEF J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF 0.0%
Value $310K Shares 3,855 Est. Cost $71.81 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 0.0%
Value $461K Shares 11,583 Est. Cost $37.02 Unrealized
VTRS VIATRIS INC COM 0.0%
Value $201K Shares 12,653 Est. Cost $8.70 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value $254K Shares 2,154 Est. Cost $152.48 Unrealized
FXR FIRST TR EXCHANGE-TRADED FD INDLS PROD DUR 0.0%
Value $263K Shares 2,887 Est. Cost $74.40 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value $151K Shares 11,235 Est. Cost $18.39 Unrealized
IDEV ISHARES TR CORE MSCI INTL 0.0%
Value $411K Shares 4,620 Est. Cost $64.03 Unrealized
REET ISHARES TR GLOBAL REIT ETF 0.0%
Value $306K Shares 11,086 Est. Cost $23.19 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI FT VEST US 0.0%
Value $427K Shares 9,380 Est. Cost $42.53 Unrealized
ILF ISHARES TR LATN AMER 40 ETF 0.0%
Value $468K Shares 13,865 Est. Cost $35.52 Unrealized
SPTS SPDR SERIES TRUST ST SHO TREAS ETF 0.0%
Value $2.597M Shares 89,537 Est. Cost $29.05 Unrealized
NUVEEN CA DIVI ADV MUN COM 0.0%
Value $586K Shares 48,326 Est. Cost $11.14 Unrealized
VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.0%
Value $425K Shares 2,757 Est. Cost $113.72 Unrealized
WPC WP CAREY INC COM 0.0%
Value $415K Shares 5,806 Est. Cost $68.47 Unrealized
TIP ISHARES TR TIPS BD ETF 0.3%
Value $29.83M Shares 272,602 Est. Cost $109.26 Unrealized
FALN ISHARES TR FALN ANGLS USD 0.0%
Value $825K Shares 30,276 Est. Cost $26.42 Unrealized
BIL SPDR SERIES TRUST ST STR BLO 1 ETF 0.0%
Value $3.418M Shares 37,293 Est. Cost $91.58 Unrealized
AMCR AMCOR PLC COM NEW 0.0%
Value $254K Shares 5,858 Est. Cost $45.83 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN COM 0.0%
Value $239K Shares 1,105 Est. Cost $183.08 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC D CL A 0.0%
Value $229K Shares 110 Est. Cost $1883.58 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value $810K Shares 7,089 Est. Cost $130.66 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value $403K Shares 5,715 Est. Cost $48.11 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value $301K Shares 1,121 Est. Cost $168.08 Unrealized
AOR ISHARES TR CORE 60 BALA ETF 0.0%
Value $270K Shares 3,885 Est. Cost $64.38 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $389K Shares 2,336 Est. Cost $197.59 Unrealized
DON WISDOMTREE TR US MIDCAP DIVID 0.0%
Value $251K Shares 4,438 Est. Cost $45.73 Unrealized
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value $249K Shares 2,426 Est. Cost $95.62 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 0.0%
Value $259K Shares 5,157 Est. Cost $46.74 Unrealized
NRGV ENERGY VAULT HOLDINGS INC COM 0.0%
Value $58,649 Shares 12,452 Est. Cost $1.70 Unrealized
MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 0.0%
Value $223K Shares 2,145 Est. Cost $103.07 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value $1.453M Shares 47,665 Est. Cost $33.36 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN COM NEW 0.0%
Value $250K Shares 11,180 Est. Cost $19.70 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 0.0%
Value $1.908M Shares 69,818 Est. Cost $27.46 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value $312K Shares 3,938 Est. Cost $49.14 Unrealized
VAW VANGUARD WORLD FD MATERIALS ETF 0.0%
Value $577K Shares 2,524 Est. Cost $172.51 Unrealized
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value $272K Shares 10,221 Est. Cost $31.09 Unrealized
GAIN GLADSTONE INVT CORP COM 0.0%
Value $159K Shares 10,258 Est. Cost $13.56 Unrealized
SHAG WISDOMTREE TR YIELD ENHANCED 0.0%
Value $801K Shares 16,933 Est. Cost $46.65 Unrealized
SHYG ISHARES TR 0-5YR HI YL CP 0.0%
Value $1.172M Shares 27,640 Est. Cost $42.26 Unrealized
IGEB ISHARES TR INVT GRAD SY ETF 0.0%
Value $1.496M Shares 33,171 Est. Cost $45.03 Unrealized
VGIT VANGUARD SCOTTSDALE FDS INTER TERM TREAS 0.0%
Value $2.05M Shares 34,758 Est. Cost $59.09 Unrealized
INO INOVIO PHARMACEUTICALS INC COM SHS 0.0%
Value $18,839 Shares 17,126 Est. Cost $4.43 Unrealized
ITRG INTEGRA RES CORP COM 0.0%
Value $44,828 Shares 19,748 Est. Cost $2.01 Unrealized
TPR TAPESTRY INC COM 0.0%
Value $309K Shares 2,111 Est. Cost $104.22 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value $173K Shares 19,366 Est. Cost $9.33 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value $458K Shares 24,715 Est. Cost $19.33 Unrealized
PCAR PACCAR INC COM 0.0%
Value $217K Shares 1,803 Est. Cost $122.99 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value $403K Shares 9,858 Est. Cost $24.12 Unrealized
DESTRA MULTI-ALTERNATIVE FD COMMON SHARES 0.0%
Value $86,110 Shares 11,512 Est. Cost $6.51 Unrealized
AEE AMEREN CORP COM 0.0%
Value $269K Shares 2,376 Est. Cost $88.18 Unrealized
LPG DORIAN LPG LTD SHS USD 0.0%
Value $369K Shares 10,595 Est. Cost $23.93 Unrealized
FLOT ISHARES TR FLTG RATE NT ETF 0.0%
Value $1.042M Shares 20,415 Est. Cost $51.01 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value $5,837 Shares 17,850 Est. Cost $1.39 Unrealized
AVGO BROADCOM INC COM 0.0%
Value $116K Shares 6,000 Est. Cost $165.35 Unrealized
CRBU CARIBOU BIOSCIENCES INC COM 0.0%
Value $56,874 Shares 32,315 Est. Cost $3.01 Unrealized
HYDB ISHARES TR HIGH YLD SYSTM B 0.0%
Value $341K Shares 7,286 Est. Cost $46.74 Unrealized
TFLO ISHARES TR TRS FLT RT BD 0.0%
Value $717K Shares 14,167 Est. Cost $50.47 Unrealized
GERN GERON CORP COM 0.0%
Value $21,402 Shares 16,720 Est. Cost $1.51 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value $271K Shares 5,233 Est. Cost $61.52 Unrealized
SPSB SPDR SERIES TRUST ST SHOR CORP ETF 0.0%
Value $857K Shares 28,560 Est. Cost $29.62 Unrealized
AGGH SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BD ETF 0.0%
Value $347K Shares 17,196 Est. Cost $21.15 Unrealized
GOTU GAOTU TECHEDU INC SPONSORED ADS 0.0%
Value $16,600 Shares 10,000 Est. Cost $3.61 Unrealized
AAPL APPLE INC COM 0.0%
Value $10,155 Shares 100 Est. Cost $170.42 Unrealized
PRME PRIME MEDICINE INC COM 0.0%
Value $47,767 Shares 12,945 Est. Cost $3.50 Unrealized
FSMB FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 0.0%
Value $257K Shares 12,853 Est. Cost $19.76 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value $990 Shares 2,000 Est. Cost $124.09 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value $186K Shares 14,361 Est. Cost $11.78 Unrealized
MXI ISHARES TR GLOBAL MATER ETF 0.0%
Value $400K Shares 3,783 Est. Cost $82.60 Unrealized
XYL XYLEM INC COM 0.0%
Value $205K Shares 1,732 Est. Cost $117.48 Unrealized
XME SPDR SERIES TRUST ST STR SP METAL 0.0%
Value $233K Shares 2,182 Est. Cost $103.63 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value $343K Shares 9,713 Est. Cost $23.99 Unrealized
ISTB ISHARES TR CORE 1 5 YR USD 0.0%
Value $221K Shares 4,590 Est. Cost $46.77 Unrealized
NMRK NEWMARK GROUP INC CL A 0.0%
Value $254K Shares 16,838 Est. Cost $17.50 Unrealized
CAPITAL SOUTHWEST CORP NOTE 5.125 0.0%
Value $31,200 Shares 30,000 Est. Cost $0.99 Unrealized
ECH ISHARES INC MSCI CHILE ETF 0.0%
Value $365K Shares 9,195 Est. Cost $39.76 Unrealized
DAKT DAKTRONICS INC COM 0.0%
Value $1.031M Shares 52,727 Est. Cost $10.35 Unrealized
RANI RANI THERAPEUTICS HLDGS INC COM CL A 0.0%
Value $8,733 Shares 11,485 Est. Cost $3.17 Unrealized