AMERICAN NATIONAL BANK & TRUST Diversified Active

Location: Wichita Falls, TX

CIK: 0001272164 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 24, 2026

Total Value: $1.048B (100.0% shares, 0.0% debt)

Holdings (615)

GOOGL Alphabet Inc 6.4%
Value $67.26M Shares 233,894 Est. Cost $114.16 Unrealized +183.2%
AAPL Apple Computer Inc 4.7%
Value $49.29M Shares 194,218 Est. Cost $120.21 Unrealized +118.6%
AMZN Amazon Com Inc 3.9%
Value $40.99M Shares 196,825 Est. Cost $123.93 Unrealized +83.0%
GSSC GS ActiveBeta US Small Cap 3.7%
Value $38.57M Shares 517,423 Est. Cost $49.18 Unrealized
MSFT Microsoft Corp Com 3.5%
Value $36.76M Shares 99,319 Est. Cost $147.53 Unrealized +194.6%
AVGO Broadcom Inc 3.4%
Value $35.56M Shares 114,877 Est. Cost $161.67 Unrealized +106.7%
WMT Wal Mart Stores Inc Com 3.1%
Value $32.87M Shares 264,495 Est. Cost $53.36 Unrealized +128.7%
GSIE Goldman Sachs Activebeta International Equity Etf Actvbt Intereqy 3.0%
Value $31.78M Shares 736,862 Est. Cost $33.39 Unrealized
BRK/B Berkshire Hathaway Inc Cl B New 3.0%
Value $31.37M Shares 65,460 Est. Cost $258.00 Unrealized +91.3%
JNJ Johnson & Johnson Com 2.2%
Value $22.79M Shares 93,243 Est. Cost $130.21 Unrealized +75.0%
LMT Lockheed Martin Corp 2.2%
Value $22.79M Shares 37,710 Est. Cost $370.66 Unrealized +62.1%
COST Costco Wholesale Corp Ordinary Shares 2.1%
Value $21.59M Shares 21,667 Est. Cost $309.08 Unrealized +211.8%
KLAC KLA-Tencor Corp Common 2.0%
Value $20.52M Shares 13,939 Est. Cost $242.68 Unrealized +502.5%
CVX Chevron Corp New Com 1.9%
Value $19.69M Shares 95,168 Est. Cost $105.10 Unrealized +63.5%
CAT Caterpillar Inc Del Com 1.8%
Value $19.26M Shares 27,189 Est. Cost $200.08 Unrealized +242.1%
LIN Linde Plc. Ordinary Shares 1.7%
Value $17.95M Shares 36,199 Est. Cost $394.43 Unrealized +16.6%
ABBV Abbvie Inc 1.6%
Value $17.21M Shares 79,126 Est. Cost $121.99 Unrealized +82.5%
JPM JPMorgan Chase & Co Com 1.6%
Value $16.52M Shares 56,156 Est. Cost $108.57 Unrealized +186.8%
V VISA Inc 1.5%
Value $15.78M Shares 52,215 Est. Cost $168.45 Unrealized +95.4%
AMAT Applied Materials Inc. Ordinary Shares 1.4%
Value $14.97M Shares 43,809 Est. Cost $107.76 Unrealized +203.1%
LLY Lilly Eli & Co Com 1.4%
Value $14.73M Shares 16,014 Est. Cost $570.68 Unrealized +83.5%
NVDA Nvidia Corp 1.3%
Value $13.67M Shares 78,413 Est. Cost $110.60 Unrealized +68.8%
LH Labcorp Holdings Inc. Ordinary Shares 1.3%
Value $13.55M Shares 50,787 Est. Cost $203.00 Unrealized +33.5%
VLO Valero Energy Corp New Com 1.3%
Value $13.38M Shares 54,146 Est. Cost $82.82 Unrealized +129.5%
HD Home Depot Inc Com 1.3%
Value $13.2M Shares 40,140 Est. Cost $258.45 Unrealized +45.9%
GD General Dynamics Corp Com 1.2%
Value $12.59M Shares 36,685 Est. Cost $269.21 Unrealized +31.7%
AMGN Amgen Inc Com 1.2%
Value $12.52M Shares 35,594 Est. Cost $225.84 Unrealized +54.8%
XOM Exxon Mobil Corp Com 1.2%
Value $12.52M Shares 73,781 Est. Cost $95.67 Unrealized +45.0%
VZ Verizon Communications Com 1.1%
Value $12.01M Shares 239,158 Est. Cost $37.22 Unrealized +17.7%
MAR Marriott International INC CLASS A CORP COMMON 1.1%
Value $11.84M Shares 36,186 Est. Cost $181.03 Unrealized +82.7%
SYK Stryker Corp Com 1.1%
Value $11.57M Shares 35,206 Est. Cost $238.52 Unrealized +52.9%
IVV Ishares Core S&P 500 ETF 1.1%
Value $11.42M Shares 17,479 Est. Cost $432.78 Unrealized
UNP Union Pac Corp Com 1.1%
Value $11.31M Shares 46,618 Est. Cost $172.15 Unrealized +41.3%
NEE Nextera Energy Inc 0.9%
Value $9.883M Shares 106,411 Est. Cost $67.78 Unrealized +28.6%
AZO Autozone Inc. Ordinary Shares 0.9%
Value $9.427M Shares 2,791 Est. Cost $1792.35 Unrealized +102.3%
GEM Goldman Sachs Activebeta Em Mkts Equity Etf Gldmn Sach Actvbeta Emrg Mkt Eqy 0.9%
Value $9.257M Shares 214,293 Est. Cost $36.76 Unrealized
GE General Electric 0.9%
Value $8.976M Shares 31,631 Est. Cost $275.33 Unrealized +15.6%
IWB Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf 0.9%
Value $8.95M Shares 25,102 Est. Cost $237.14 Unrealized
MDT Medtronic Plc, Dublin Shs 0.8%
Value $8.73M Shares 100,758 Est. Cost $79.33 Unrealized +25.4%
PG Procter & Gamble Co Com 0.8%
Value $8.674M Shares 60,053 Est. Cost $118.12 Unrealized +28.5%
APD Air Products & Chemicals Inc 0.8%
Value $8.055M Shares 27,731 Est. Cost $258.62 Unrealized +5.0%
IJH Ishares Tr Core S&P Mid-Cap ETF 0.7%
Value $7.141M Shares 105,742 Est. Cost $96.99 Unrealized
INTU Intuit Common 0.7%
Value $7.117M Shares 16,461 Est. Cost $486.08 Unrealized +2.4%
BCD Abrdn Bloomberg All Cmdty Lngr Dated Strat K-1 Fr Blmbr Al Cm Ln D Sy K 1 Etf 0.6%
Value $6.693M Shares 187,079 Est. Cost $33.53 Unrealized
DIS Disney Walt Co Com 0.6%
Value $6.372M Shares 66,115 Est. Cost $93.51 Unrealized +17.0%
GPIQ Goldman Sachs Etf Trust Nasdaq-100 Premium Income 0.6%
Value $6.191M Shares 125,107 Est. Cost $51.95 Unrealized
SPY State Street SPDR S&P 500 ETF Trust 0.6%
Value $5.871M Shares 9,028 Est. Cost $381.36 Unrealized
MCD McDonalds Corp Com 0.5%
Value $5.674M Shares 18,258 Est. Cost $248.12 Unrealized +27.9%
GOOG Alphabet Inc Cap Stk Cl C 0.5%
Value $5.083M Shares 17,721 Est. Cost $151.98 Unrealized +113.0%
DIA State Street SPDR Dow Jones Indl Average ETF Trust 0.5%
Value $5.008M Shares 10,811 Est. Cost $345.79 Unrealized
PLTR Palantir Technologies Inc Ordinary Shares - Class A 0.4%
Value $4.114M Shares 28,126 Est. Cost $160.72 Unrealized -4.1%
META Meta Platforms Inc Ordinary Shares - Class A 0.4%
Value $3.962M Shares 6,926 Est. Cost $575.00 Unrealized +14.0%
PEP Pepsico Inc Com 0.4%
Value $3.705M Shares 23,861 Est. Cost $145.70 Unrealized +6.2%
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.3%
Value $3.4M Shares 27,170 Est. Cost $69.49 Unrealized
XLRE State Street Real Estate Select Sector SPDR Etf 0.3%
Value $3.369M Shares 82,517 Est. Cost $41.90 Unrealized
MRK Merck & Co Inc New 0.3%
Value $3.248M Shares 26,998 Est. Cost $88.01 Unrealized +29.8%
FTEC Fidelity Msci Information Technology Index Etf Infor Tech Indx 0.3%
Value $3.035M Shares 14,588 Est. Cost $210.43 Unrealized
AAAU Goldman Sachs Physical Gold Etf Trust 0.3%
Value $3.028M Shares 65,558 Est. Cost $44.25 Unrealized
DUK Duke Energy Corp New 0.3%
Value $2.98M Shares 22,758 Est. Cost $120.20 Unrealized +0.6%
IJR Ishares Tr Sp Smallcap 600 Index F 0.3%
Value $2.914M Shares 23,439 Est. Cost $93.83 Unrealized
BRK/A Berkshire Hathaway Inc Del Cl A 0.3%
Value $2.873M Shares 4 Est. Cost $199512.94 Unrealized +271.1%
AGG Ishares Core Total US Bond 0.3%
Value $2.854M Shares 28,749 Est. Cost $99.13 Unrealized
IBM International Business Mach Com 0.3%
Value $2.694M Shares 11,116 Est. Cost $203.39 Unrealized +39.6%
MA Mastercard Inc 0.2%
Value $2.606M Shares 5,216 Est. Cost $431.21 Unrealized +25.0%
LOW Lowes Cos Inc Com 0.2%
Value $2.435M Shares 10,304 Est. Cost $200.67 Unrealized +35.3%
RTX RTX Corporation 0.2%
Value $2.362M Shares 12,246 Est. Cost $140.41 Unrealized +40.0%
MSI Motorola Solutions Inc Com New 0.2%
Value $2.262M Shares 5,213 Est. Cost $216.74 Unrealized +91.9%
QQQ Invesco QQQ Trust Series 1 Invsc Srs ETF 0.2%
Value $2.16M Shares 3,742 Est. Cost $319.88 Unrealized
ITW Illinois Works Inc Com 0.2%
Value $2.06M Shares 7,913 Est. Cost $187.37 Unrealized +45.8%
CNP Centerpoint Energy Inc 0.2%
Value $2.037M Shares 47,188 Est. Cost $36.53 Unrealized +9.5%
ORI Old Republic International Corp COMMON 0.2%
Value $1.798M Shares 45,068 Est. Cost $35.39 Unrealized +17.5%
DGX Quest Diagnostics, Inc. Ordinary Shares 0.2%
Value $1.752M Shares 8,942 Est. Cost $163.68 Unrealized +16.4%
COP Conocophillips Com 0.2%
Value $1.741M Shares 13,187 Est. Cost $92.71 Unrealized +10.7%
YUM Yum Brands Inc Com 0.2%
Value $1.726M Shares 11,104 Est. Cost $116.04 Unrealized +35.6%
TMUS T-Mobile US INC T Mobile CORP COMMON 0.2%
Value $1.723M Shares 8,202 Est. Cost $199.57 Unrealized +0.4%
SCHI Schwab 5-10 Year Corporate Bond Etf 5 10 Corp 0.2%
Value $1.684M Shares 74,263 Est. Cost $23.92 Unrealized
FAST Fastenal CO CORP COMMON 0.2%
Value $1.655M Shares 35,663 Est. Cost $29.06 Unrealized +52.4%
VGSH Vanguard Group, Inc. Short-Term Treasury Etf 0.2%
Value $1.62M Shares 27,681 Est. Cost $58.56 Unrealized
VCSH Vanguard Short-term Corporate Bd ETF 0.2%
Value $1.61M Shares 20,314 Est. Cost $79.05 Unrealized
UNH Unitedhealth Group Inc Com 0.1%
Value $1.55M Shares 5,727 Est. Cost $276.65 Unrealized +11.6%
EPD LP Enterprise Partners 0.1%
Value $1.495M Shares 39,521 Est. Cost $30.04 Unrealized
WM Waste Mgmt Inc Del Com 0.1%
Value $1.472M Shares 6,407 Est. Cost $202.73 Unrealized +11.5%
WELL Welltower INC CORP COMMON 0.1%
Value $1.463M Shares 7,398 Est. Cost $180.12 Unrealized +3.8%
KR Kroger Co Com 0.1%
Value $1.413M Shares 19,527 Est. Cost $65.55 Unrealized -1.5%
FCOM Fidelity Msci Communication Services Index Etf Comm Srv 0.1%
Value $1.407M Shares 20,662 Est. Cost $61.41 Unrealized
FDIS Fidelity Msci Consumer Discretionary Index Etf Cons Discr Indx 0.1%
Value $1.336M Shares 14,329 Est. Cost $93.69 Unrealized
FIDU Fidelity Msci Industrials Index Etf Indx 0.1%
Value $1.317M Shares 15,222 Est. Cost $73.09 Unrealized
ADP Automatic Data Processing Incom 0.1%
Value $1.312M Shares 6,458 Est. Cost $202.30 Unrealized +19.0%
T AT&T Inc 0.1%
Value $1.311M Shares 45,217 Est. Cost $19.70 Unrealized +30.7%
MPC Marathon Petroleum Corp 0.1%
Value $1.307M Shares 5,354 Est. Cost $164.26 Unrealized +12.4%
LRCX Lam Research Corp. Ordinary Shares 0.1%
Value $1.27M Shares 5,942 Est. Cost $92.99 Unrealized +143.0%
EOG EOG Resources Inc Com 0.1%
Value $1.187M Shares 8,208 Est. Cost $118.89 Unrealized -5.7%
GLW Corning Inc Com 0.1%
Value $1.185M Shares 8,717 Est. Cost $39.04 Unrealized +186.1%
IAU Ishares Gold Trust Etf 0.1%
Value $1.185M Shares 13,441 Est. Cost $41.74 Unrealized
PLD Prologis Inc 0.1%
Value $1.163M Shares 8,802 Est. Cost $108.28 Unrealized +19.2%
IJS Ishares Trust S&P Smallcap 600 Value Index FD 0.1%
Value $1.161M Shares 9,800 Est. Cost $89.22 Unrealized
ETN Eaton Corp PLC 0.1%
Value $1.137M Shares 3,179 Est. Cost $164.74 Unrealized +114.7%
GRMN Garmin LTD 0.1%
Value $1.118M Shares 4,818 Est. Cost $122.35 Unrealized +75.3%
AMT American Tower Corp Reit 0.1%
Value $1.107M Shares 6,417 Est. Cost $185.80 Unrealized -5.9%
FHLC Fidelity Msci Health Care Index Etf Indx 0.1%
Value $1.103M Shares 15,683 Est. Cost $68.96 Unrealized
NOC Northrop Grumman Corp Com 0.1%
Value $1.084M Shares 1,589 Est. Cost $445.80 Unrealized +51.1%
PKG Packaging Corp Of America COMMON 0.1%
Value $1.077M Shares 5,076 Est. Cost $205.92 Unrealized +9.9%
IWM Ishares Tr Russell 2000 0.1%
Value $1.041M Shares 4,197 Est. Cost $197.89 Unrealized
TSLA Tesla Mtrs Inc 0.1%
Value $1.027M Shares 2,762 Est. Cost $378.46 Unrealized +12.6%
FNCL Fidelity Msci Financials Index Etf Indx 0.1%
Value $1.023M Shares 14,579 Est. Cost $69.90 Unrealized
BAC Bank of America Corporation Com 0.1%
Value $1.021M Shares 20,953 Est. Cost $38.53 Unrealized +39.3%
TXN Texas Instrs Inc Com 0.1%
Value $1.019M Shares 5,245 Est. Cost $136.56 Unrealized +51.0%
FCX Freeport-McMoran Inc. 0.1%
Value $984K Shares 16,748 Est. Cost $50.72 Unrealized +20.5%
ALLE Allegion Plc CORP COMMON 0.1%
Value $959K Shares 6,599 Est. Cost $109.39 Unrealized +52.0%
MMM 3M Co Com 0.1%
Value $948K Shares 6,531 Est. Cost $81.09 Unrealized +102.2%
VONG Vanguard Russell 1000 Growth Etf 0.1%
Value $942K Shares 8,587 Est. Cost $87.39 Unrealized
IWD Ishares Russell 1000 Value Index Fund 0.1%
Value $937K Shares 4,383 Est. Cost $177.81 Unrealized
MO Altria Group Inc Com 0.1%
Value $931K Shares 14,112 Est. Cost $48.71 Unrealized +29.4%
EFA Ishares Msci Eafe Index Fund 0.1%
Value $873K Shares 8,984 Est. Cost $68.80 Unrealized
VTI Vanguard Total Stock Market 0.1%
Value $863K Shares 2,689 Est. Cost $221.42 Unrealized
PM Philip Morris Intl Inc 0.1%
Value $862K Shares 5,216 Est. Cost $143.53 Unrealized +22.6%
ORCL Oracle Corp Com 0.1%
Value $861K Shares 5,855 Est. Cost $101.54 Unrealized +67.0%
CL Colgate Palmolive Co Com 0.1%
Value $856K Shares 10,046 Est. Cost $68.28 Unrealized +30.0%
IWR Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Etf 0.1%
Value $838K Shares 8,617 Est. Cost $73.06 Unrealized
CMI Cummins Inc 0.1%
Value $817K Shares 1,519 Est. Cost $354.32 Unrealized +62.4%
FSTA Fidelity Msci Consumer Staples Index Etf Cons Stpls Indx 0.1%
Value $816K Shares 15,605 Est. Cost $49.34 Unrealized
ABT Abbott Labs Com 0.1%
Value $805K Shares 7,839 Est. Cost $101.82 Unrealized +13.3%
AXP American Express Co Com 0.1%
Value $774K Shares 2,558 Est. Cost $167.28 Unrealized +112.9%
SUI Sun Communities, Inc. Ordinary Shares 0.1%
Value $756K Shares 6,000 Est. Cost $126.49 Unrealized
VTV Vanguard Value Index Fund Etf 0.1%
Value $711K Shares 3,622 Est. Cost $146.95 Unrealized
PNR Pentair PLC 0.1%
Value $710K Shares 8,147 Est. Cost $53.96 Unrealized +90.1%
O Realty Income Corp 0.1%
Value $707K Shares 11,559 Est. Cost $54.17 Unrealized +5.8%
TROW T. Rowe Price Group INC T CORP COMMON 0.1%
Value $698K Shares 7,748 Est. Cost $98.61 Unrealized +2.6%
FMAT Fidelity Covington Trust Msci Materials Index Etf 0.1%
Value $694K Shares 12,043 Est. Cost $54.83 Unrealized
OMC Omnicom Group INC CORP COMMON 0.1%
Value $686K Shares 9,105 Est. Cost $77.78 Unrealized -1.6%
ITOT Ishares 1500 Index Fund 0.1%
Value $685K Shares 4,812 Est. Cost $111.97 Unrealized
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.1%
Value $667K Shares 13,366 Est. Cost $49.64 Unrealized
FUTY Fidelity Msci Utilities Index Etf Indx 0.1%
Value $643K Shares 10,886 Est. Cost $49.87 Unrealized
OXY Occidental Pete Corp Del Com 0.1%
Value $642K Shares 9,883 Est. Cost $41.70 Unrealized +9.0%
CTAS Cintas Corp Common 0.1%
Value $641K Shares 3,791 Est. Cost $166.06 Unrealized +16.4%
FENY Fidelity Msci Energy Index Etf Indx 0.1%
Value $635K Shares 18,655 Est. Cost $24.71 Unrealized
PFE Pfizer Inc Com 0.1%
Value $623K Shares 22,195 Est. Cost $25.90 Unrealized +1.1%
RF Regions Financial Corp. Ordinary Shares 0.1%
Value $620K Shares 23,753 Est. Cost $25.18 Unrealized +15.1%
SO Southern Company 0.1%
Value $605K Shares 6,265 Est. Cost $83.37 Unrealized +7.4%
BX Blackstone Group INC CORP COMMON 0.1%
Value $594K Shares 5,162 Est. Cost $134.73 Unrealized +4.6%
STX Seagate Technology Plc Holdings CORP COMMON 0.1%
Value $590K Shares 1,507 Est. Cost $251.18 Unrealized +49.9%
CMCSA Comcast Corp 0.1%
Value $587K Shares 20,447 Est. Cost $28.64 Unrealized +4.1%
OTIS Otis Worldwide Corp COMMON 0.1%
Value $584K Shares 7,582 Est. Cost $81.89 Unrealized +9.3%
MAS Masco Corp COMMON 0.1%
Value $572K Shares 9,482 Est. Cost $57.22 Unrealized +23.4%
OKE Oneok Inc New Com 0.1%
Value $556K Shares 6,154 Est. Cost $75.75 Unrealized +3.7%
MS Morgan Stanley CORP COMMON 0.1%
Value $553K Shares 3,361 Est. Cost $108.81 Unrealized +65.1%
BIP Brookfield Infrastructure Partners L.P Unit 0.1%
Value $545K Shares 15,075 Est. Cost $33.50 Unrealized
NOW Servicenow Inc Common 0.1%
Value $541K Shares 5,176 Est. Cost $157.88 Unrealized -23.2%
CINF Cincinnati Financial Corp. Ordinary Shares 0.1%
Value $535K Shares 3,400 Est. Cost $140.91 Unrealized +15.6%
QCOM Qualcomm Inc Com 0.1%
Value $527K Shares 4,092 Est. Cost $141.15 Unrealized +9.0%
DMLP Dorchester Minerals Lpcom Units 0.0%
Value $520K Shares 19,190 Est. Cost $30.08 Unrealized
DHR Danaher Corp Com 0.0%
Value $514K Shares 2,713 Est. Cost $226.57 Unrealized -0.8%
GILD Gilead Sciences Inc. Com 0.0%
Value $500K Shares 3,590 Est. Cost $68.34 Unrealized +102.5%
HSY The Hershey Company 0.0%
Value $464K Shares 2,232 Est. Cost $174.85 Unrealized +17.1%
NDAQ Nasdaq Stock Market 0.0%
Value $460K Shares 5,415 Est. Cost $60.54 Unrealized +51.5%
ADBE Adobe Sys Inc Com 0.0%
Value $455K Shares 1,872 Est. Cost $333.66 Unrealized -13.1%
IEMG Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf 0.0%
Value $451K Shares 6,467 Est. Cost $54.63 Unrealized
KMB Kimberly Clark Corp Com 0.0%
Value $449K Shares 4,654 Est. Cost $110.61 Unrealized -6.8%
CTRA Coterra Energy Inc. 0.0%
Value $438K Shares 12,452 Est. Cost $24.07 Unrealized +17.7%
MPWR Monolithic Power Systems INC CORP COMMON 0.0%
Value $436K Shares 399 Est. Cost $473.73 Unrealized +133.2%
INTC Intel Corp Com 0.0%
Value $429K Shares 9,716 Est. Cost $31.85 Unrealized +45.8%
IWN CEF Ishares Russell 2000 Value 0.0%
Value $428K Shares 2,260 Est. Cost $137.02 Unrealized
GVIP Goldman Sachs Hedge Ind VIP ETF 0.0%
Value $426K Shares 2,921 Est. Cost $67.66 Unrealized
VICI Vici Properties Inc Ordinary Shares 0.0%
Value $418K Shares 15,303 Est. Cost $29.25 Unrealized -3.8%
MPLX Mplx Lp COMMON Unt 0.0%
Value $407K Shares 7,126 Est. Cost $52.36 Unrealized
MCY Mercury General Corp COMMON 0.0%
Value $397K Shares 4,500 Est. Cost $59.49 Unrealized +50.6%
CSCO Cisco Sys Inc Com 0.0%
Value $380K Shares 4,894 Est. Cost $67.64 Unrealized +15.2%
TSM Taiwan Semiconductor Mfg Co LTD 0.0%
Value $376K Shares 1,113 Est. Cost $162.87 Unrealized
QUAL Ishares Msci Usa Quality Factor Etf Qlty Fact 0.0%
Value $376K Shares 1,960 Est. Cost $160.96 Unrealized
VEA Vanguard Ftse Developed Market ETF 0.0%
Value $372K Shares 5,811 Est. Cost $53.43 Unrealized
RMD Resmed INC CORP COMMON 0.0%
Value $364K Shares 1,622 Est. Cost $154.92 Unrealized +65.2%
ARCC Ares Capital Corp COMMON 0.0%
Value $360K Shares 20,000 Est. Cost $21.33 Unrealized -6.2%
OHI Omega Healthcare Investors, Inc. Ordinary Shares 0.0%
Value $358K Shares 8,173 Est. Cost $41.97 Unrealized
MCO Moodys Corp Common 0.0%
Value $357K Shares 818 Est. Cost $279.31 Unrealized +75.3%
SCCO Southern Copper Corp 0.0%
Value $356K Shares 2,070 Est. Cost $183.67 Unrealized +2.0%
TJX TJX Cos Inc New Com 0.0%
Value $355K Shares 2,222 Est. Cost $88.75 Unrealized +73.8%
DPZ Dominos Pizza Inc Ordinary Shares 0.0%
Value $352K Shares 980 Est. Cost $404.32 Unrealized -0.9%
HAL Halliburton Co Com 0.0%
Value $351K Shares 9,000 Est. Cost $23.36 Unrealized +43.6%
CPB Campbells Co (The) Ordinary Shares 0.0%
Value $347K Shares 15,593 Est. Cost $30.04 Unrealized -9.1%
WMB Williams Cos Inc Del Com 0.0%
Value $346K Shares 4,752 Est. Cost $53.05 Unrealized +25.1%
XLI State Street Select Industrial SelectSector Spdr Etf 0.0%
Value $332K Shares 2,055 Est. Cost $105.93 Unrealized
VNQ Vanguard REIT Viper VNQ 0.0%
Value $332K Shares 3,740 Est. Cost $78.41 Unrealized
ZTS Zoetis 0.0%
Value $326K Shares 2,759 Est. Cost $141.00 Unrealized -10.7%
MFC Manulife Finl Corp Common 0.0%
Value $325K Shares 9,429 Est. Cost $15.48 Unrealized +139.6%
BSX Boston Scientific Corp Com 0.0%
Value $322K Shares 5,129 Est. Cost $57.79 Unrealized +48.5%
ROK Rockwell Automation Inc Common 0.0%
Value $319K Shares 888 Est. Cost $262.06 Unrealized +56.6%
MAIN Main Street Capital Corporation Ordinary Shares 0.0%
Value $318K Shares 6,000 Est. Cost $55.28 Unrealized +11.3%
DE Deere & Co Com 0.0%
Value $316K Shares 561 Est. Cost $269.49 Unrealized +104.6%
BKNG Booking Holdings Inc 0.0%
Value $316K Shares 75 Est. Cost $2035.98 Unrealized +134.9%
BLK Blackrock Funding Inc Ordinary Shares 0.0%
Value $312K Shares 324 Est. Cost $991.97 Unrealized +10.6%
KO Coca Cola Co Com 0.0%
Value $309K Shares 4,069 Est. Cost $64.08 Unrealized +16.7%
BF/B Brown-Forman Corp Brown Forman CLASS B COMMON 0.0%
Value $307K Shares 11,629 Est. Cost $31.75 Unrealized -11.9%
NFLX Netflix Inc. Ordinary Shares 0.0%
Value $306K Shares 3,186 Est. Cost $101.79 Unrealized -17.6%
SDY State Street SPDR S&P Dividend ETF 0.0%
Value $293K Shares 2,011 Est. Cost $113.93 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value $289K Shares 1,759 Est. Cost $137.61 Unrealized -13.5%
VO Vanguard Mid-cap Index Fund Mid Cap Etf 0.0%
Value $283K Shares 984 Est. Cost $228.38 Unrealized
GEV Ge Vernova INC CORP COMMON 0.0%
Value $282K Shares 323 Est. Cost $210.44 Unrealized +250.2%
FNF Fidelity National Title Group 0.0%
Value $281K Shares 6,052 Est. Cost $55.11 Unrealized -1.0%
CBT Cabot Corp COMMON 0.0%
Value $279K Shares 3,700 Est. Cost $29.38 Unrealized +149.3%
EMR Emerson Elec Co Com 0.0%
Value $277K Shares 2,114 Est. Cost $98.78 Unrealized +50.3%
VOO Vanguard S&P 500 ETF 0.0%
Value $275K Shares 461 Est. Cost $547.94 Unrealized
NVS Novartis AG Spnsrd ADR 0.0%
Value $273K Shares 1,786 Est. Cost $97.24 Unrealized
ORLY OReilly Auto Inc New 0.0%
Value $273K Shares 2,955 Est. Cost $90.80 Unrealized +4.6%
CEG Constellation Energy Corporation Ordinary Shares 0.0%
Value $268K Shares 958 Est. Cost $262.08 Unrealized +14.9%
ACN Accenture Plc, Dublin Shsclass A 0.0%
Value $267K Shares 1,346 Est. Cost $237.45 Unrealized +6.6%
ET Energy Transfer Partners LP 0.0%
Value $266K Shares 13,776 Est. Cost $16.98 Unrealized
IEFA Ishares Tr Core Msci Eafe Etf 0.0%
Value $260K Shares 2,876 Est. Cost $73.54 Unrealized
NXST Nexstar Media Group, Inc. 0.0%
Value $257K Shares 1,422 Est. Cost $152.51 Unrealized +43.1%
GTY Getty Realty Corp. Ordinary Shares 0.0%
Value $256K Shares 8,044 Est. Cost $27.64 Unrealized
VHT Vanguard Health Care Etf 0.0%
Value $255K Shares 935 Est. Cost $252.68 Unrealized
XLF State Street Financial Select Sector SPDR ETF 0.0%
Value $254K Shares 5,151 Est. Cost $34.13 Unrealized
XLY State Street Consumer Discretinary Select Sec Spdr Etf 0.0%
Value $253K Shares 2,325 Est. Cost $136.50 Unrealized
APO Apollo Global Management Inc Ordinary Shares - Class A (New) 0.0%
Value $249K Shares 2,237 Est. Cost $131.40 Unrealized +1.5%
NXPI NXP Semiconductors N.v., Eindhoven Shs 0.0%
Value $249K Shares 1,264 Est. Cost $218.88 Unrealized +7.1%
IWF Ishares Russell 1000 Growth 0.0%
Value $244K Shares 573 Est. Cost $344.49 Unrealized
EFV Ishares Msci Value Index Fund Eafe Etf 0.0%
Value $243K Shares 3,262 Est. Cost $58.94 Unrealized
MET Metlife Inc Com 0.0%
Value $241K Shares 3,410 Est. Cost $78.33 Unrealized -1.1%
EFG Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Growth Etf 0.0%
Value $236K Shares 2,118 Est. Cost $100.00 Unrealized
IDA Idacorp Inc 0.0%
Value $232K Shares 1,623 Est. Cost $96.26 Unrealized +40.0%
PGR Progressive Corp COMMON 0.0%
Value $230K Shares 1,158 Est. Cost $128.66 Unrealized +60.6%
AJG Arthur J Gallagher & CO CORP COMMON 0.0%
Value $227K Shares 1,046 Est. Cost $196.00 Unrealized +22.7%
UI Ubiquiti INC CORP COMMON 0.0%
Value $226K Shares 286 Est. Cost $122.54 Unrealized +404.5%
CRM Salesforce Inc Ordinary Shares 0.0%
Value $224K Shares 1,202 Est. Cost $181.08 Unrealized +19.2%
CAH Cardinal Health Inc Com 0.0%
Value $223K Shares 1,054 Est. Cost $118.88 Unrealized +81.1%
SBUX Starbucks Corp Com 0.0%
Value $222K Shares 2,481 Est. Cost $83.24 Unrealized +12.5%
AEP American Elec Pwr Inc Com 0.0%
Value $222K Shares 1,694 Est. Cost $109.06 Unrealized +10.5%
GLD SPDR Gold Trust 0.0%
Value $222K Shares 516 Est. Cost $325.91 Unrealized
PAA Plains All American Pipeline 0.0%
Value $218K Shares 9,784 Est. Cost $17.91 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value $217K Shares 2,221 Est. Cost $110.91 Unrealized -3.2%
ADI Analog Devices Inc Com 0.0%
Value $216K Shares 678 Est. Cost $216.12 Unrealized +46.3%
XLE State Street Energy Select Sector Spdr Etf 0.0%
Value $215K Shares 3,502 Est. Cost $67.31 Unrealized
CP Canadien Pacific Kansas City Limited Canadian Pacific CORP COMMON 0.0%
Value $210K Shares 2,674 Est. Cost $77.60 Unrealized -0.5%
XLK State Street Technology Select Sect SPDR Etf 0.0%
Value $209K Shares 1,575 Est. Cost $110.27 Unrealized
HPQ HP INC 0.0%
Value $209K Shares 10,876 Est. Cost $25.08 Unrealized -21.2%
VUG Vanguard Growth Index Fund Etf 0.0%
Value $207K Shares 475 Est. Cost $353.30 Unrealized
ENB Enbridge INC CORP COMMON 0.0%
Value $206K Shares 3,800 Est. Cost $43.75 Unrealized +11.0%
MDLZ Mondelez International Cl A 0.0%
Value $205K Shares 3,560 Est. Cost $63.12 Unrealized -7.9%
IMCG Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf 0.0%
Value $198K Shares 2,512 Est. Cost $80.23 Unrealized
CF CF Industries Holdings, Inc 0.0%
Value $197K Shares 1,515 Est. Cost $82.37 Unrealized +9.3%
CB Chubb Limited 0.0%
Value $197K Shares 603 Est. Cost $223.11 Unrealized +41.7%
WES Western Midstream Partners Lp COMMON Unt 0.0%
Value $193K Shares 4,693 Est. Cost $36.92 Unrealized
CTSH Cognizant Technology Solutions Corp. Ordinary Shares - Class A 0.0%
Value $193K Shares 3,142 Est. Cost $75.21 Unrealized +2.1%
SUN Sunoco Lp Unit 0.0%
Value $193K Shares 2,964 Est. Cost $52.41 Unrealized
MNST Monster Beverage Corp New 0.0%
Value $190K Shares 2,626 Est. Cost $50.78 Unrealized +58.8%
SNA Snap On Inc Common 0.0%
Value $188K Shares 517 Est. Cost $331.47 Unrealized +12.0%
SPHY Spdr Series Trust State Street Portfolio High Yield Bond Etf 0.0%
Value $187K Shares 8,002 Est. Cost $23.94 Unrealized
C Citigroup Inc Com New 0.0%
Value $186K Shares 1,640 Est. Cost $103.64 Unrealized +12.1%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value $184K Shares 800 Est. Cost $12.97 Unrealized +1647.1%
SYY Sysco Corp Com 0.0%
Value $180K Shares 2,527 Est. Cost $71.19 Unrealized +15.5%
TRGP Targa Resources Corp COMMON 0.0%
Value $179K Shares 715 Est. Cost $168.08 Unrealized +20.0%
AG First Majestic Silver Corporation Ordinary Shares 0.0%
Value $171K Shares 7,970 Est. Cost $6.72 Unrealized +235.0%
SUB Blackrock Institutional Trust Company N.A. Ishares Short-Term National Muni Bond Etf 0.0%
Value $169K Shares 1,584 Est. Cost $105.60 Unrealized
OGE OGE Energy Corp 0.0%
Value $165K Shares 3,440 Est. Cost $30.91 Unrealized +43.8%
GGG Graco INC CORP COMMON 0.0%
Value $165K Shares 1,945 Est. Cost $81.04 Unrealized +10.0%
OZK Bank Ozk CORP COMMON 0.0%
Value $161K Shares 3,519 Est. Cost $44.97 Unrealized +7.5%
BC Brunswick Corp. Ordinary Shares 0.0%
Value $161K Shares 2,218 Est. Cost $59.21 Unrealized +44.1%
PSX Phillips 66 0.0%
Value $158K Shares 868 Est. Cost $101.87 Unrealized +44.4%
COF Capital One Finl Corp Com 0.0%
Value $152K Shares 834 Est. Cost $185.89 Unrealized +20.1%
SPGI S&P Global INC CORP COMMON 0.0%
Value $151K Shares 356 Est. Cost $367.59 Unrealized +32.0%
GS Goldman Sachs Group Inc Com 0.0%
Value $151K Shares 178 Est. Cost $294.41 Unrealized +216.8%
DTM Dt Midstream INC CORP COMMON 0.0%
Value $149K Shares 1,110 Est. Cost $97.18 Unrealized +29.6%
BNDX Vanguard Total Intl Bond Index ETF 0.0%
Value $149K Shares 3,104 Est. Cost $51.83 Unrealized
YUMC Yum China Hldgs Inc Common 0.0%
Value $146K Shares 3,000 Est. Cost $50.10 Unrealized +2.9%
NTAP Netapp Inc Com 0.0%
Value $144K Shares 1,409 Est. Cost $106.56 Unrealized -4.4%
ASML ASML Holding N V 0.0%
Value $144K Shares 109 Est. Cost $795.25 Unrealized
AMD Advanced Micro Devices INC CORP COMMON 0.0%
Value $143K Shares 703 Est. Cost $97.55 Unrealized +127.3%
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf 0.0%
Value $143K Shares 600 Est. Cost $247.12 Unrealized
SONY Sony Corp ADR Amern Sh New 0.0%
Value $137K Shares 6,640 Est. Cost $29.56 Unrealized
BMY Bristol-Myers Squibb Co Com 0.0%
Value $136K Shares 2,250 Est. Cost $53.36 Unrealized +7.6%
AON Aon Plc CLASS A CORP COMMON 0.0%
Value $133K Shares 412 Est. Cost $301.08 Unrealized +11.6%
ISRG Intuitive Surgical Inc 0.0%
Value $133K Shares 288 Est. Cost $328.09 Unrealized +58.8%
TMO Thermo Fisher Scientific Inc Com 0.0%
Value $132K Shares 269 Est. Cost $477.93 Unrealized +20.2%
VRT Vertiv Holdings Co Ordinary Shares - Class A 0.0%
Value $132K Shares 527 Est. Cost $124.90 Unrealized +60.0%
EEM Ishares Tr Emerg Mkt Index Fund 0.0%
Value $129K Shares 2,280 Est. Cost $43.26 Unrealized
TT Trane Technologies Plc CORP COMMON 0.0%
Value $129K Shares 310 Est. Cost $222.28 Unrealized +89.9%
AOS A.O. Smith Corp. Ordinary Shares 0.0%
Value $128K Shares 1,944 Est. Cost $62.37 Unrealized +18.8%
ADM Archer Daniels Midland Co Com 0.0%
Value $122K Shares 1,684 Est. Cost $59.96 Unrealized +9.5%
EW Edwards Lifesciences Corp COMMON 0.0%
Value $122K Shares 1,527 Est. Cost $82.17 Unrealized -0.3%
XLU State Street Utilities Select Sector SPDR Etf 0.0%
Value $122K Shares 2,648 Est. Cost $53.01 Unrealized
FAF First American Financial Corp COMMON 0.0%
Value $121K Shares 2,000 Est. Cost $58.63 Unrealized +9.4%
GDX Vaneck Etf Trust Gold Miners 0.0%
Value $119K Shares 1,300 Est. Cost $52.06 Unrealized
IYW Ishares Trust Dj US Technology Etf 0.0%
Value $119K Shares 655 Est. Cost $135.98 Unrealized
WPM Wheaton Precious Metals Corp Ordinary Shares 0.0%
Value $118K Shares 900 Est. Cost $84.09 Unrealized +66.3%
ANET Arista Networks Inc 0.0%
Value $111K Shares 903 Est. Cost $104.62 Unrealized +29.1%
VGT Vanguard Information Technology Etf 0.0%
Value $110K Shares 158 Est. Cost $561.45 Unrealized
IYM Blackrock Institutional Trust Company N.A. Ishares U.S. Basic Materials Etf 0.0%
Value $109K Shares 617 Est. Cost $134.80 Unrealized
NOBL Proshares Trust S&P 500 Dividend Aristocrats Etf 0.0%
Value $108K Shares 1,022 Est. Cost $101.46 Unrealized
WFC Wells Fargo & Co New Com 0.0%
Value $106K Shares 1,327 Est. Cost $50.84 Unrealized +77.1%
ELV Elevance Health Inc Ordinary Shares 0.0%
Value $102K Shares 350 Est. Cost $391.74 Unrealized -10.3%
TGT Target Corp Com 0.0%
Value $102K Shares 840 Est. Cost $115.85 Unrealized -5.7%
LSTR Landstar System, Inc. Ordinary Shares 0.0%
Value $101K Shares 632 Est. Cost $149.94 Unrealized
GWW W.W. Grainger Inc. Ordinary Shares 0.0%
Value $100K Shares 92 Est. Cost $530.99 Unrealized +106.2%
MDY State Street Spdr S&P Midcap 400ETF Trust 0.0%
Value $99,915 Shares 162 Est. Cost $402.57 Unrealized
APH Amphenol Corp New Class A 0.0%
Value $99,814 Shares 790 Est. Cost $57.72 Unrealized +153.6%
XLV State Street Health Care Select Sector Spdr ETF 0.0%
Value $99,105 Shares 676 Est. Cost $137.57 Unrealized
CDW Cdw Corp Ordinary Shares 0.0%
Value $97,171 Shares 803 Est. Cost $147.03 Unrealized -11.6%
IVW iShares S&P 500 Growth ETF 0.0%
Value $96,595 Shares 854 Est. Cost $92.83 Unrealized
MU Micron Technology INC CORP COMMON 0.0%
Value $96,283 Shares 285 Est. Cost $82.43 Unrealized +369.5%
NKE Nike Inc Cl B 0.0%
Value $94,167 Shares 1,783 Est. Cost $70.57 Unrealized -9.3%
DKS Dicks Sporting Goods Inc Oc-com 0.0%
Value $93,782 Shares 473 Est. Cost $215.64 Unrealized -3.6%
LNG Cheniere Energy Inc. Ordinary Shares 0.0%
Value $93,354 Shares 329 Est. Cost $209.99 Unrealized -0.1%
DBEF Xtrackers Msci Eafe Hedged Equity Etf Hdgd Eqy 0.0%
Value $92,377 Shares 1,870 Est. Cost $39.89 Unrealized
INGR Ingredion Inc 0.0%
Value $91,474 Shares 812 Est. Cost $132.33 Unrealized -12.2%
WDAY Workday Inc Ordinary Shares - Class A 0.0%
Value $91,203 Shares 702 Est. Cost $165.58 Unrealized +4.3%
MKC Mccormick & Co., Inc. Ordinary Shares (Non Voting) 0.0%
Value $91,191 Shares 1,808 Est. Cost $76.37 Unrealized -12.7%
LITE Lumentum Holdings Inc Ordinary Shares 0.0%
Value $90,655 Shares 129 Est. Cost $467.14 Unrealized 0.0%
LECO Lincoln Electric Holdings Inc 0.0%
Value $90,164 Shares 362 Est. Cost $212.72 Unrealized +27.3%
FANG Diamondback Energy Inc Ordinary Shares 0.0%
Value $87,617 Shares 443 Est. Cost $116.67 Unrealized +37.0%
VTES Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf 0.0%
Value $87,277 Shares 863 Est. Cost $101.28 Unrealized
VTEI Vanguard Intermediate Tax-Exempt Bond ETF 0.0%
Value $86,739 Shares 868 Est. Cost $100.04 Unrealized
ICE Intercontinental Exchange Inc Common 0.0%
Value $86,188 Shares 548 Est. Cost $106.51 Unrealized +54.9%
HON Honeywell Intl Inc Com 0.0%
Value $85,210 Shares 377 Est. Cost $184.37 Unrealized +22.5%
AFL AFLAC Inc Com 0.0%
Value $84,585 Shares 771 Est. Cost $76.50 Unrealized +45.4%
WBD Warner Bros Discovery INC Bros. Srs A CORP COMMON 0.0%
Value $83,258 Shares 3,032 Est. Cost $10.10 Unrealized +179.7%
RELX Relx Plc ADR 0.0%
Value $83,106 Shares 2,507 Est. Cost $27.21 Unrealized
BND Vanguard Total Bond Market 0.0%
Value $82,034 Shares 1,114 Est. Cost $73.61 Unrealized
EQR Equity Residential Properties Trust Ordinary Shares 0.0%
Value $80,262 Shares 1,357 Est. Cost $62.03 Unrealized 0.0%
GEN Gen Digital Inc 0.0%
Value $79,776 Shares 4,237 Est. Cost $24.68 Unrealized -1.1%
AMG Affiliated Managers Group 0.0%
Value $76,642 Shares 277 Est. Cost $173.47 Unrealized +80.1%
USMV Ishares Msci Usa Min Vol Factor Etf Fctr 0.0%
Value $76,139 Shares 821 Est. Cost $93.66 Unrealized
JPST JPMORGAN Ultra-short Income Etf Ultra Short 0.0%
Value $74,750 Shares 1,477 Est. Cost $50.62 Unrealized
COIN Coinbase Global Inc Ordinary Shares - Class A 0.0%
Value $74,019 Shares 424 Est. Cost $276.26 Unrealized -27.4%
ARES Ares Management Corp CLASS A COMMON 0.0%
Value $73,750 Shares 676 Est. Cost $165.43 Unrealized -10.2%
FITB Fifth Third Bancorp CORP COMMON 0.0%
Value $73,122 Shares 1,574 Est. Cost $50.98 Unrealized +0.6%
VSS Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf 0.0%
Value $72,895 Shares 500 Est. Cost $142.55 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value $69,782 Shares 590 Est. Cost $60.98 Unrealized +84.2%
MUSA Murphy USA Inc 0.0%
Value $69,646 Shares 141 Est. Cost $394.84 Unrealized +4.5%
ESGD Ishares Trust Esg Aware Msci Eafe Etf 0.0%
Value $69,324 Shares 725 Est. Cost $89.22 Unrealized
ACWI Ishares MSCI ACWI ERTF IV 0.0%
Value $69,185 Shares 500 Est. Cost $128.60 Unrealized
DGRW Wisdomtree Trust U.S. Quality Dividend Growth Fund 0.0%
Value $69,130 Shares 787 Est. Cost $72.03 Unrealized
SHW Sherwin Williams CORP COMMON 0.0%
Value $68,908 Shares 215 Est. Cost $353.26 Unrealized +0.6%
USIG Blackrock Institutional Trust Company N.A. Ishares Broad USD Investment Grade Corporate Bond Etf 0.0%
Value $66,599 Shares 1,300 Est. Cost $51.95 Unrealized
BIPC Brookfield Infrastructure Corp. Ordinary Shares - Class A (Exchangeable Sub Voting) 0.0%
Value $66,156 Shares 1,674 Est. Cost $37.46 Unrealized +25.5%
SPSM State Street SPDR Portfolo S&P 600 Small CapETF 0.0%
Value $64,747 Shares 1,340 Est. Cost $42.76 Unrealized
MCHP Microchip Technology Inc Common 0.0%
Value $64,610 Shares 1,000 Est. Cost $55.34 Unrealized +36.9%
OEF Ishares S&P 100 Index Fund Etf 0.0%
Value $64,249 Shares 202 Est. Cost $212.35 Unrealized
B Barrick Mining Corp. Ordinary Shares 0.0%
Value $64,202 Shares 1,574 Est. Cost $46.23 Unrealized +4.5%
MRVL Marvell Technology Inc Ordinary Shares 0.0%
Value $63,193 Shares 638 Est. Cost $83.28 Unrealized -2.6%
SPMD Spdr Series Trust State Street Portfolio S&P 400 Mid Cap Etf 0.0%
Value $62,713 Shares 1,059 Est. Cost $54.38 Unrealized
DTE DTE Energy Common 0.0%
Value $61,704 Shares 422 Est. Cost $106.11 Unrealized +28.9%
PANW Palo Alto Networks Inc Ordinary Shares 0.0%
Value $60,755 Shares 379 Est. Cost $164.43 Unrealized +4.7%
CWB State Street SPDR Bloomberg Convetible Sec ETF 0.0%
Value $59,028 Shares 645 Est. Cost $48.02 Unrealized
GSL Global Ship Lease Inc 0.0%
Value $58,935 Shares 1,583 Est. Cost $37.10 Unrealized 0.0%
EQIX Equinix INC Reit CORP COMMON 0.0%
Value $58,812 Shares 60 Est. Cost $864.58 Unrealized -11.6%
REGN Regeneron Pharmaceuticals Inc Common 0.0%
Value $57,947 Shares 75 Est. Cost $674.95 Unrealized +14.0%
VXF Vanguard Extended Markets Index Fund Market Etf 0.0%
Value $56,800 Shares 276 Est. Cost $168.79 Unrealized
JEPI J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf 0.0%
Value $56,680 Shares 1,000 Est. Cost $57.21 Unrealized
EA Electronic Arts 0.0%
Value $56,064 Shares 275 Est. Cost $134.47 Unrealized +50.6%
WFRD Weatherford International Plc Ordinary Shares - New 0.0%
Value $55,704 Shares 589 Est. Cost $47.88 Unrealized +98.4%
EMB Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf 0.0%
Value $55,418 Shares 590 Est. Cost $94.12 Unrealized
KMI Kinder Morgan Inc Del 0.0%
Value $54,820 Shares 1,635 Est. Cost $23.80 Unrealized +25.0%
TTE Totalenergies Se Ordinary Shares 0.0%
Value $54,231 Shares 582 Est. Cost $71.53 Unrealized 0.0%
IVE Ishares S&P 500 Value Etf 0.0%
Value $53,631 Shares 254 Est. Cost $189.38 Unrealized
IJJ Ishares Tr S&P Mid-Cap 400 Value ETF 0.0%
Value $53,265 Shares 402 Est. Cost $110.09 Unrealized
ALL Allstate Corp Common 0.0%
Value $53,078 Shares 256 Est. Cost $200.45 Unrealized +1.2%
CI Cigna Group 0.0%
Value $52,282 Shares 196 Est. Cost $307.51 Unrealized -8.7%
WSM Williams-Sonoma Inc 0.0%
Value $51,957 Shares 285 Est. Cost $201.06 Unrealized +3.4%
MLPB Ubs Ag London Branch Fr Sp Etn Redeem 02/04/2040 USD 25 - Ser B 0.0%
Value $51,675 Shares 1,780 Est. Cost $24.99 Unrealized
FNDF Schwab Fundamental International Equity ETF 0.0%
Value $51,180 Shares 1,046 Est. Cost $33.73 Unrealized
IJK Ishares Tr S&P Mid-Cap 400 Growth ETF 0.0%
Value $50,711 Shares 504 Est. Cost $95.83 Unrealized
ESI Element Solutions Inc Ordinary Shares 0.0%
Value $50,694 Shares 1,485 Est. Cost $20.78 Unrealized +46.7%
VYM Vanguard Whitehall ETF High Dividend Yield 0.0%
Value $50,354 Shares 340 Est. Cost $108.94 Unrealized
ESGE Ishares Trust Ishare Inc Esg Aware Msci Em Etf 0.0%
Value $50,017 Shares 1,100 Est. Cost $39.17 Unrealized
CSX CSX Corp Com 0.0%
Value $49,300 Shares 1,201 Est. Cost $31.06 Unrealized +24.0%
HST Host Hotels & Resorts Inc Ordinary Shares 0.0%
Value $48,778 Shares 2,546 Est. Cost $14.26 Unrealized +27.4%
MINT Pimco Enhanced Short Maturity Active Exch Tr Shrt Maturty Actv Etf 0.0%
Value $46,161 Shares 459 Est. Cost $100.18 Unrealized
SM Sm Energy Co Ordinary Shares 0.0%
Value $45,238 Shares 1,451 Est. Cost $19.89 Unrealized 0.0%
EIX Edison International CORP COMMON 0.0%
Value $45,150 Shares 617 Est. Cost $53.38 Unrealized +21.1%
IFRA Ishares US Infrastructure Etf 0.0%
Value $45,130 Shares 789 Est. Cost $45.17 Unrealized
ULTA Ulta Salon Cosmetics & Fragrance Inc Common 0.0%
Value $43,906 Shares 84 Est. Cost $384.10 Unrealized +74.4%
EXPE Expedia Inc 0.0%
Value $43,637 Shares 189 Est. Cost $247.05 Unrealized +2.6%
IVZ Invesco Ltd Ordinary Shares 0.0%
Value $43,622 Shares 1,796 Est. Cost $25.42 Unrealized +8.0%
PSTG Everpure Inc. Ordinary Shares - Class A 0.0%
Value $43,567 Shares 738 Est. Cost $49.76 Unrealized +42.6%
GINN Goldman Sachs Etf Trust Innovate Equity 0.0%
Value $41,800 Shares 612 Est. Cost $44.56 Unrealized
APP Applovin Corp Ordinary Shares - Class A 0.0%
Value $41,392 Shares 104 Est. Cost $621.82 Unrealized -18.4%
IWC Blackrock Institutional Trust Company N.A. Ishares Micro-Cap Etf 0.0%
Value $41,338 Shares 259 Est. Cost $118.28 Unrealized
TRV Travelers Cos Inc 0.0%
Value $41,124 Shares 141 Est. Cost $230.53 Unrealized +25.2%
VB Vanguard Small Cap 0.0%
Value $40,335 Shares 154 Est. Cost $240.28 Unrealized
SLV ETF Ishares Silver Tr 0.0%
Value $40,202 Shares 590 Est. Cost $43.19 Unrealized
RGLD Royal Gold Inc 0.0%
Value $38,680 Shares 152 Est. Cost $270.02 Unrealized 0.0%
DVY Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf 0.0%
Value $38,003 Shares 251 Est. Cost $122.38 Unrealized
APA APA Corp (Us) COMMON 0.0%
Value $37,048 Shares 873 Est. Cost $17.36 Unrealized +52.3%
TEL Te Connectivity Plc Registered Shares 0.0%
Value $36,994 Shares 177 Est. Cost $214.73 Unrealized +7.0%
SBR Sabine Royalty Tr Unit Sh Ben Int 0.0%
Value $36,389 Shares 483 Est. Cost $49.66 Unrealized
WSO Watsco INC CORP COMMON 0.0%
Value $36,013 Shares 99 Est. Cost $402.91 Unrealized -2.7%
GUNR Flexshs Morningstar Glbl Upsteam Ntrl Res Idx FUND Flexshares Upstream Natural Etf 0.0%
Value $35,743 Shares 648 Est. Cost $42.32 Unrealized
ROP Roper Industries Inc 0.0%
Value $35,383 Shares 100 Est. Cost $371.07 Unrealized +1.9%
VFH Vanguard Group, Inc. Financials Etf 0.0%
Value $35,155 Shares 291 Est. Cost $127.30 Unrealized
PH Parker-Hannifin Corp Parker Hannifin COMMON 0.0%
Value $34,913 Shares 39 Est. Cost $374.39 Unrealized +155.8%
UBER Uber Technologies Inc Ordinary Shares 0.0%
Value $34,594 Shares 481 Est. Cost $77.70 Unrealized +1.3%
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A 0.0%
Value $34,355 Shares 88 Est. Cost $467.54 Unrealized -7.8%
DVN Devon Energy Corp New Com 0.0%
Value $33,401 Shares 664 Est. Cost $34.18 Unrealized +17.7%
IEV Blackrock Institutional Trust Company N.A. Ishares Europe Etf 0.0%
Value $33,290 Shares 490 Est. Cost $65.48 Unrealized
CDNS Cadence Design Systems Inc 0.0%
Value $32,787 Shares 118 Est. Cost $326.31 Unrealized -7.0%
FV First Trust Exchange-Traded Fund Iii Dorsey Wright Focus 5 Etf 0.0%
Value $32,334 Shares 535 Est. Cost $60.44 Unrealized
XLC State Street Communication Services Select Spdr Etf 0.0%
Value $32,147 Shares 290 Est. Cost $106.47 Unrealized
FIX Comfort Systems Usa, Inc. Ordinary Shares 0.0%
Value $31,716 Shares 23 Est. Cost $402.00 Unrealized +197.5%
NWSA News Corp (2013) Cl A 0.0%
Value $31,582 Shares 1,267 Est. Cost $25.19 Unrealized -0.2%
PFG Principal Financial Group INC CORP COMMON 0.0%
Value $31,447 Shares 349 Est. Cost $74.81 Unrealized +23.9%
CME CME Group Inc 0.0%
Value $31,304 Shares 106 Est. Cost $281.44 Unrealized +2.8%
NSC Norfolk Southern Corp Com 0.0%
Value $31,283 Shares 109 Est. Cost $231.13 Unrealized +29.0%
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value $29,858 Shares 696 Est. Cost $20.71 Unrealized
RIO Rio Tinto PLC Spon ADR 0.0%
Value $29,852 Shares 320 Est. Cost $64.17 Unrealized
IQV Iqvia Holdings INC CORP COMMON 0.0%
Value $29,673 Shares 174 Est. Cost $188.56 Unrealized +11.5%
SPOT Spotify Technology Sa CORP COMMON 0.0%
Value $29,094 Shares 60 Est. Cost $309.40 Unrealized +60.7%
VLTO Veralto Corp COMMON 0.0%
Value $28,824 Shares 326 Est. Cost $76.77 Unrealized +27.0%
EWBC East West Bancorp Inc. Com 0.0%
Value $28,824 Shares 270 Est. Cost $86.74 Unrealized +34.0%
MORN Morningstar Inc Ordinary Shares 0.0%
Value $28,735 Shares 170 Est. Cost $296.03 Unrealized -35.7%
AMP Ameriprise Finl Inc Com 0.0%
Value $28,440 Shares 64 Est. Cost $428.52 Unrealized +16.7%
TRP Tc Energy Corporation Ordinary Shares 0.0%
Value $28,357 Shares 453 Est. Cost $53.35 Unrealized +9.1%
SAP SAP Sponsored 0.0%
Value $28,076 Shares 164 Est. Cost $227.78 Unrealized
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value $27,875 Shares 235 Est. Cost $100.43 Unrealized +35.9%
SCZ Ishares Msci Eafe Small Cap Index Fund Etf 0.0%
Value $27,600 Shares 352 Est. Cost $60.75 Unrealized
EWC Ishares Msci Canada Index Etf 0.0%
Value $27,395 Shares 500 Est. Cost $50.55 Unrealized
BHP BHP Billiton Limited ADR 0.0%
Value $26,912 Shares 370 Est. Cost $52.86 Unrealized
SNX Td Synnex Corp Ordinary Shares 0.0%
Value $26,822 Shares 159 Est. Cost $116.29 Unrealized +35.5%
DUOL Duolingo Inc Ordinary Shares - Class A 0.0%
Value $26,710 Shares 271 Est. Cost $137.87 Unrealized 0.0%
AA Alcoa Corp COMMON 0.0%
Value $26,662 Shares 402 Est. Cost $26.80 Unrealized +128.0%
LHX L3Harris Technologies Inc 0.0%
Value $26,575 Shares 77 Est. Cost $252.43 Unrealized +35.9%
NWG Natwest Group Plc ADR 0.0%
Value $26,387 Shares 1,771 Est. Cost $17.50 Unrealized
IBKR Interactive Brokers Group INC CLASS A CORP COMMON 0.0%
Value $25,754 Shares 384 Est. Cost $41.20 Unrealized +78.7%
POOL Pool Corp COMMON 0.0%
Value $25,694 Shares 127 Est. Cost $351.69 Unrealized -28.4%
SMG Scotts Miracle-Gro Company Ordinary Shares - Class A 0.0%
Value $25,660 Shares 422 Est. Cost $55.60 Unrealized +15.7%
IHI Ishares US Medical Devices ETF 0.0%
Value $24,006 Shares 450 Est. Cost $74.89 Unrealized
SMH Vaneck Etf Trust Semiconductor 0.0%
Value $23,770 Shares 62 Est. Cost $278.89 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value $23,476 Shares 986 Est. Cost $13.96 Unrealized +58.0%
XEL XCEL Energy Inc Com 0.0%
Value $23,037 Shares 290 Est. Cost $71.34 Unrealized +8.2%
IBIT Ishares Bitcoin Trust Etf Beneficial Interest 0.0%
Value $22,129 Shares 576 Est. Cost $63.93 Unrealized
HYG Ishares Tr Iboxx $ High Yield Corp Bdetf 0.0%
Value $22,116 Shares 278 Est. Cost $80.81 Unrealized
USB US Bancorp Del Com New 0.0%
Value $21,842 Shares 420 Est. Cost $54.88 Unrealized +3.2%
CGGO Capital Group Companies Inc Global Growth Equity Etf 0.0%
Value $21,023 Shares 630 Est. Cost $31.97 Unrealized
KRC Kilroy Realty Corp. Ordinary Shares 0.0%
Value $20,873 Shares 740 Est. Cost $34.31 Unrealized
THO Thor Industries, Inc. Ordinary Shares 0.0%
Value $20,769 Shares 260 Est. Cost $77.74 Unrealized +45.5%
CE Celanese Corp Series A 0.0%
Value $20,312 Shares 309 Est. Cost $57.45 Unrealized -13.8%
AEE Ameren Corp Com 0.0%
Value $20,225 Shares 184 Est. Cost $69.05 Unrealized +51.5%
RSG Republic Services Inc 0.0%
Value $20,148 Shares 92 Est. Cost $181.99 Unrealized +19.0%
FTV Fortive Corp Ordinary Shares 0.0%
Value $20,121 Shares 364 Est. Cost $58.22 Unrealized -3.5%
LW Lamb Weston Holdings INC CORP COMMON 0.0%
Value $20,072 Shares 475 Est. Cost $53.10 Unrealized -14.0%
PK Park Hotels & Resorts Inc Ordinary Shares 0.0%
Value $19,973 Shares 1,897 Est. Cost $10.23 Unrealized
HOOD Robinhood Markets Inc Ordinary Shares - Class A 0.0%
Value $19,951 Shares 288 Est. Cost $95.99 Unrealized -0.2%
ROST Ross Stores Inc 0.0%
Value $19,060 Shares 88 Est. Cost $144.54 Unrealized +33.1%
ROKU Roku Inc Ordinary Shares - Class A 0.0%
Value $18,924 Shares 200 Est. Cost $98.47 Unrealized 0.0%
NVO Novo Nordisk A/S ADR 0.0%
Value $18,852 Shares 513 Est. Cost $50.88 Unrealized
ARE Alexandria Real Estate Equities INC Eq Reit CORP COMMON 0.0%
Value $18,333 Shares 395 Est. Cost $70.79 Unrealized -30.8%
PAYX Paychex Inc. Com 0.0%
Value $18,239 Shares 198 Est. Cost $139.29 Unrealized -26.8%
BBVA Banco Bilbao Vizcaya Argentaria, SA 0.0%
Value $18,107 Shares 836 Est. Cost $23.31 Unrealized
PINS Pinterest Inc 0.0%
Value $17,912 Shares 977 Est. Cost $32.58 Unrealized -31.8%
ING ING Groep NV Spons ADR 0.0%
Value $17,166 Shares 659 Est. Cost $17.14 Unrealized
XLB state Street Materials Select Sector SPDR Etf 0.0%
Value $16,888 Shares 338 Est. Cost $66.58 Unrealized
BTI British American Tobacco 0.0%
Value $16,839 Shares 288 Est. Cost $56.62 Unrealized
IEI Blackrock Institutional Trust Company N.A. Ishares 3-7 Year Treasury Bond Etf 0.0%
Value $16,722 Shares 141 Est. Cost $119.09 Unrealized
APLE Apple Hospitality Reit Inc Ordinary Shares 0.0%
Value $16,436 Shares 1,428 Est. Cost $14.85 Unrealized
DECK Deckers Outdoor Corp 0.0%
Value $16,312 Shares 163 Est. Cost $110.00 Unrealized -0.4%
TDIV First Trust Exchange-Traded Fund Iii Etf Vi Nasdaq Technology Dividend Index 0.0%
Value $16,296 Shares 174 Est. Cost $73.61 Unrealized
NUE Nucor Corp COMMON 0.0%
Value $15,894 Shares 94 Est. Cost $115.51 Unrealized +54.5%
TRIP Tripadvisor Inc. Ordinary Shares 0.0%
Value $15,466 Shares 1,451 Est. Cost $13.37 Unrealized -5.0%
IWP Ishares Russell Mid Cap GRW ETF IV 0.0%
Value $15,374 Shares 120 Est. Cost $113.75 Unrealized
DOC Healthpeak Properties Inc. Ordinary Shares 0.0%
Value $15,033 Shares 915 Est. Cost $17.57 Unrealized -7.8%
MTSI Macom Technology Solutions Holdings Inc Ordinary Shares 0.0%
Value $13,768 Shares 62 Est. Cost $158.72 Unrealized +39.2%
IWS Ishares Russell Midcap Value 0.0%
Value $13,699 Shares 94 Est. Cost $86.15 Unrealized
HALO Halozyme Therapeutics Inc. Ordinary Shares 0.0%
Value $13,376 Shares 207 Est. Cost $66.57 Unrealized +10.6%
BA Boeing Co Com 0.0%
Value $13,333 Shares 67 Est. Cost $208.53 Unrealized +14.4%
CLX Clorox Co Del Com 0.0%
Value $13,264 Shares 128 Est. Cost $146.31 Unrealized -21.8%
COWZ Pacer Funds Trust US Cash Cows 100 Etf 0.0%
Value $12,887 Shares 206 Est. Cost $55.10 Unrealized
FTGS First Trust Exchange-Traded Fund Growth Strength Etf 0.0%
Value $12,358 Shares 363 Est. Cost $29.75 Unrealized
RITM Rithm Capital Corp COMMON 0.0%
Value $12,049 Shares 1,271 Est. Cost $10.68 Unrealized
WTRG Essential Utilities Inc Ordinary Shares 0.0%
Value $11,797 Shares 293 Est. Cost $38.12 Unrealized +1.7%
EXC Exelon Corporation 0.0%
Value $11,764 Shares 240 Est. Cost $36.51 Unrealized +23.6%
IEX IDEX Corp 0.0%
Value $11,750 Shares 62 Est. Cost $175.50 Unrealized +13.4%
VCIT Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf 0.0%
Value $11,750 Shares 142 Est. Cost $82.59 Unrealized
HYD Vaneck High Yield Muni Etf 0.0%
Value $11,482 Shares 229 Est. Cost $50.90 Unrealized
TTD Trade Desk Inc Ordinary Shares - Class A 0.0%
Value $11,455 Shares 505 Est. Cost $64.20 Unrealized -51.4%
FR First Industrial Realty Trust, Inc. Ordinary Shares 0.0%
Value $11,163 Shares 193 Est. Cost $51.47 Unrealized
OGS One Gas INC CORP COMMON 0.0%
Value $10,766 Shares 125 Est. Cost $80.38 Unrealized +0.4%
ACGL Arch Capital Group Ltd Ordinary Shares 0.0%
Value $10,746 Shares 112 Est. Cost $89.67 Unrealized +6.9%
NEM Newmont Mining Corp 0.0%
Value $10,716 Shares 99 Est. Cost $74.67 Unrealized +58.2%
CBOE CBOE Global Markets Inc 0.0%
Value $10,680 Shares 38 Est. Cost $272.00 Unrealized 0.0%
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value $10,643 Shares 366 Est. Cost $25.30 Unrealized
STRL Sterling Infrastructure Inc Ordinary Shares 0.0%
Value $10,589 Shares 26 Est. Cost $344.54 Unrealized +9.3%
PEG Public Service Enterprise Gr 0.0%
Value $10,357 Shares 128 Est. Cost $81.29 Unrealized +0.3%
RBC Rbc Bearings Inc. Ordinary Shares 0.0%
Value $10,319 Shares 19 Est. Cost $423.49 Unrealized +22.2%
PRIM Primoris Services Corp Ordinary Shares 0.0%
Value $10,298 Shares 72 Est. Cost $130.57 Unrealized +14.8%
AWK American Water Works Co. Inc. Ordinary Shares 0.0%
Value $9,932 Shares 73 Est. Cost $140.03 Unrealized -8.0%
RYN Rayonier INC Reit CORP COMMON 0.0%
Value $9,788 Shares 475 Est. Cost $26.09 Unrealized
VTR Ventas Inc Ordinary Shares 0.0%
Value $9,566 Shares 117 Est. Cost $77.33 Unrealized 0.0%
DFIV Dimensional Etf Trust International Value 0.0%
Value $9,236 Shares 175 Est. Cost $52.78 Unrealized
SPXC Spx Technologies Inc Ordinary Shares 0.0%
Value $9,197 Shares 46 Est. Cost $200.07 Unrealized
FG F&g Annuities & Life Inc Ordinary Shares 0.0%
Value $9,165 Shares 362 Est. Cost $27.80 Unrealized 0.0%
FTNT Fortinet INC CORP COMMON 0.0%
Value $9,150 Shares 112 Est. Cost $79.98 Unrealized 0.0%
MEDP Medpace Holdings Inc Ordinary Shares 0.0%
Value $9,121 Shares 19 Est. Cost $560.99 Unrealized -3.3%
A Agilent Technologies Inc 0.0%
Value $9,118 Shares 80 Est. Cost $135.18 Unrealized -0.3%
UNM Unumprovident Corp Com 0.0%
Value $8,909 Shares 122 Est. Cost $76.48 Unrealized -1.2%
MTCH Match Group Inc. Ordinary Shares - New 0.0%
Value $8,903 Shares 290 Est. Cost $35.47 Unrealized -11.5%
APPF Appfolio Inc Ordinary Shares - Class A 0.0%
Value $8,677 Shares 55 Est. Cost $217.92 Unrealized -8.1%
SDVY First Trust Exchange-Traded Fund Vi Smid Cap Rising Dividend Achievers Etf 0.0%
Value $8,674 Shares 220 Est. Cost $35.28 Unrealized
MRSH Marsh 0.0%
Value $8,671 Shares 50 Est. Cost $190.14 Unrealized -4.6%
FIXD First Trust Exchange-Traded Fund Viii First Trust Smith Opportunistic Fixed Income ETF 0.0%
Value $8,630 Shares 198 Est. Cost $43.84 Unrealized
ELF e.l.f. Beauty Inc Ordinary Shares 0.0%
Value $8,543 Shares 141 Est. Cost $85.34 Unrealized +0.4%
SCHW Schwab Charles Corp New Com 0.0%
Value $8,458 Shares 90 Est. Cost $56.12 Unrealized +78.4%
XLP State Street Consumer Staples Select Sector Spdr Etf 0.0%
Value $8,116 Shares 99 Est. Cost $80.97 Unrealized
FTCB First Trust Exchange-Traded Fund Iv Core Investment Grade Etf 0.0%
Value $8,027 Shares 383 Est. Cost $20.99 Unrealized
DAL Delta Air Lines Inc Del Common New 0.0%
Value $7,911 Shares 119 Est. Cost $62.45 Unrealized +11.9%
NAGE Niagen Bioscience Inc. 0.0%
Value $7,867 Shares 1,784 Est. Cost $5.47 Unrealized +5.8%
PAGP Plains Gp Holdings Lp Ordinary Shares - Class A 0.0%
Value $7,284 Shares 300 Est. Cost $19.14 Unrealized
VIGI Vanguard Group, Inc. International Dividend Appreciation Etf 0.0%
Value $7,076 Shares 80 Est. Cost $88.45 Unrealized
FDT First Trust Exchange-Traded Fund Iii Developed Markets ex-US Alphadex 0.0%
Value $6,780 Shares 78 Est. Cost $58.26 Unrealized
IDXX Idexx Laboratories INC CORP COMMON 0.0%
Value $6,741 Shares 12 Est. Cost $670.28 Unrealized 0.0%
BUFT First Trust Portfolios L.P Ft Vest Buffered Allocation Defensive Etf 0.0%
Value $6,673 Shares 269 Est. Cost $22.45 Unrealized
KEX Kirby Corporation 0.0%
Value $6,644 Shares 50 Est. Cost $100.46 Unrealized +24.0%
BUFG First Trust Portfolios L.P Ft Vest Buffered Allocation Growth Etf 0.0%
Value $6,580 Shares 245 Est. Cost $23.79 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value $6,287 Shares 53 Est. Cost $110.50 Unrealized +8.7%
ITT Itt Inc Ordinary Shares 0.0%
Value $6,096 Shares 32 Est. Cost $179.17 Unrealized +6.3%
SF Stifel Financial Corp 0.0%
Value $6,061 Shares 82 Est. Cost $121.53 Unrealized +3.2%
MCK McKesson Corp Com 0.0%
Value $6,057 Shares 7 Est. Cost $849.79 Unrealized +3.0%
IDEV Ishares Trust Core Msci International Developed Markets Etf 0.0%
Value $6,017 Shares 72 Est. Cost $70.52 Unrealized
AFLG First Trust Exchange-Traded Fund Viii Active Factor Large Cap Etf 0.0%
Value $6,017 Shares 156 Est. Cost $33.69 Unrealized
EBAY Ebay Inc Com 0.0%
Value $6,007 Shares 66 Est. Cost $48.08 Unrealized +85.8%
MTDR Matador Resources Co Ordinary Shares 0.0%
Value $6,002 Shares 95 Est. Cost $42.00 Unrealized +8.1%
NET Cloudflare Inc Ordinary Shares - Class A 0.0%
Value $5,983 Shares 29 Est. Cost $211.53 Unrealized -13.8%
SNPS Synopsys Inc Com 0.0%
Value $5,946 Shares 15 Est. Cost $480.84 Unrealized -1.9%
BALL Ball Corp Com 0.0%
Value $5,911 Shares 100 Est. Cost $61.28 Unrealized -1.6%
NU Nu Holdings Ltd Ordinary Shares Class A 0.0%
Value $5,888 Shares 410 Est. Cost $13.95 Unrealized +24.3%
STAG Stag Industrial INC Reit CORP COMMON 0.0%
Value $5,841 Shares 162 Est. Cost $36.76 Unrealized
CHRW C.H. Robinson Worldwide INC CH CORP COMMON 0.0%
Value $5,812 Shares 35 Est. Cost $173.48 Unrealized +4.5%
BIV Vanguard Intermediate-Term Bond Index ETF 0.0%
Value $5,788 Shares 75 Est. Cost $77.17 Unrealized
PATK Patrick Industries, Inc. Ordinary Shares 0.0%
Value $5,775 Shares 52 Est. Cost $104.64 Unrealized +23.5%
EVR Evercore Partners Inc 0.0%
Value $5,669 Shares 19 Est. Cost $350.23 Unrealized +0.5%
LGOV First Trust Exchange-Traded Fund Iv Long Duration Opportunities Etf 0.0%
Value $5,651 Shares 262 Est. Cost $21.50 Unrealized
HBAN Huntington Bancshares Inc Common 0.0%
Value $5,524 Shares 353 Est. Cost $15.52 Unrealized +15.3%
FEP First Trust Exchange-Traded Fund Iii Europe Alphadex 0.0%
Value $5,515 Shares 101 Est. Cost $40.83 Unrealized
ROL Rollins, Inc. Ordinary Shares 0.0%
Value $5,445 Shares 102 Est. Cost $61.83 Unrealized 0.0%
CBRE Cbre Group Inc Ordinary Shares - Class A 0.0%
Value $5,415 Shares 40 Est. Cost $159.52 Unrealized +1.2%
VWO Vanguard Emerging Market ETF 0.0%
Value $5,405 Shares 100 Est. Cost $54.05 Unrealized
DCO Ducommun Inc. Ordinary Shares 0.0%
Value $5,246 Shares 43 Est. Cost $93.15 Unrealized +24.0%
HLI Houlihan Lokey Inc Ordinary Shares - Class A 0.0%
Value $5,170 Shares 36 Est. Cost $183.13 Unrealized -4.1%
FTCS First Trust Exchange-Traded Fund Iii Capital Strength Etf 0.0%
Value $5,101 Shares 55 Est. Cost $89.64 Unrealized
FJP First Trust Exchange-Traded Fund Iii Japan Alphadex 0.0%
Value $5,082 Shares 70 Est. Cost $54.81 Unrealized
STLD Steel Dynamics, Inc 0.0%
Value $5,040 Shares 28 Est. Cost $158.36 Unrealized +16.3%
LEN Lennar Corp CLASS A COMMON 0.0%
Value $4,948 Shares 57 Est. Cost $123.58 Unrealized -7.4%
LOPE Grand Canyon Education Inc Ordinary Shares 0.0%
Value $4,930 Shares 29 Est. Cost $180.87 Unrealized -6.4%
FIIG First Trust Exchange-Traded Fund Iv Intermediate Duration Investment Grade Corporate Etf 0.0%
Value $4,917 Shares 237 Est. Cost $20.75 Unrealized
KBWB Invesco Capital Management LLC Kbw Bank Etf 0.0%
Value $4,904 Shares 62 Est. Cost $71.61 Unrealized
RHI Robert Half Inc 0.0%
Value $4,876 Shares 192 Est. Cost $71.89 Unrealized -61.1%
SPG Simon Ppty Group Inc New Com 0.0%
Value $4,849 Shares 26 Est. Cost $118.55 Unrealized +55.2%
LYB Lyondellbasell Industries 0.0%
Value $4,833 Shares 60 Est. Cost $44.45 Unrealized +17.9%
KBR Kbr Inc Ordinary Shares 0.0%
Value $4,716 Shares 128 Est. Cost $48.19 Unrealized -11.3%
SKYY First Trust Exchange-Traded Fund Iii Cloud Computing Etf 0.0%
Value $4,592 Shares 42 Est. Cost $121.64 Unrealized
GBTC Grayscale Bitcoin Trust (Btc) CORP COMMON 0.0%
Value $4,537 Shares 86 Est. Cost $74.02 Unrealized
PAVE Global X Funds U.S. Infrastructure Development Etf 0.0%
Value $4,470 Shares 88 Est. Cost $43.58 Unrealized
DG Dollar General Corp. Ordinary Shares 0.0%
Value $4,393 Shares 37 Est. Cost $111.51 Unrealized +32.4%
CVS CVS Corp Delaware 0.0%
Value $4,309 Shares 60 Est. Cost $83.72 Unrealized -6.9%
LNT Alliant Energy Corp. Ordinary Shares 0.0%
Value $4,305 Shares 60 Est. Cost $58.37 Unrealized +15.8%
ONC Beone Medicines Ltd ADR 0.0%
Value $4,157 Shares 14 Est. Cost $303.79 Unrealized
CHE Chemed Corp. Ordinary Shares 0.0%
Value $4,153 Shares 11 Est. Cost $451.98 Unrealized -0.3%
FEM First Trust Exchange-Traded Fund Iii Emerging Markets Alphadex 0.0%
Value $4,073 Shares 136 Est. Cost $22.86 Unrealized
BP BP PLC-Spns ADR Sponsored ADR 0.0%
Value $3,995 Shares 85 Est. Cost $35.89 Unrealized
ADC Agree Realty Corp. Ordinary Shares 0.0%
Value $3,919 Shares 52 Est. Cost $72.04 Unrealized
SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETFf 0.0%
Value $3,896 Shares 156 Est. Cost $25.16 Unrealized
RHP Ryman Hospitality Properties Inc Ordinary Shares 0.0%
Value $3,783 Shares 41 Est. Cost $94.61 Unrealized
COR Cencora INC CORP COMMON 0.0%
Value $3,768 Shares 12 Est. Cost $340.62 Unrealized +3.7%
LMBS First Trust Exchange-Traded Fund Iii Low Duration Opportunities Etf 0.0%
Value $3,735 Shares 75 Est. Cost $49.16 Unrealized
AORT Artivion Inc Ordinary Shares 0.0%
Value $3,735 Shares 102 Est. Cost $44.54 Unrealized -7.5%
GIS General Mls Inc Com 0.0%
Value $3,722 Shares 100 Est. Cost $53.81 Unrealized -15.5%
FSIG First Trust Exchange-Traded Fund Iv Limited Duration Investment Grade Corporate Etf 0.0%
Value $3,655 Shares 193 Est. Cost $18.94 Unrealized
GEHC Ge Healthcare Technologies INC CORP COMMON 0.0%
Value $3,559 Shares 50 Est. Cost $75.71 Unrealized +8.6%
IGSB Ishares Tr 1-5 Yr Cr Bd Etf 0.0%
Value $3,416 Shares 65 Est. Cost $52.55 Unrealized
FTXO First Trust Exchange-Traded Fund Iii Nasdaq Bank Etf 0.0%
Value $3,399 Shares 94 Est. Cost $30.40 Unrealized
ED Consolidated Edison INC CORP COMMON 0.0%
Value $3,395 Shares 30 Est. Cost $99.12 Unrealized +6.3%
TPL Texas Pacific Land Corp COMMON 0.0%
Value $3,320 Shares 7 Est. Cost $373.26 Unrealized 0.0%
IBB Ishares Tr Nasdaq Biotechnology ETF 0.0%
Value $3,208 Shares 19 Est. Cost $126.51 Unrealized
SPEM State Street Spdr Portfolio Emerging Markets Etf 0.0%
Value $3,189 Shares 68 Est. Cost $39.97 Unrealized
PODD Insulet Corp COMMON 0.0%
Value $3,146 Shares 15 Est. Cost $264.39 Unrealized 0.0%
CMS CMS Energy Corp 0.0%
Value $2,870 Shares 37 Est. Cost $72.50 Unrealized -0.4%
SLB SLB Limited 0.0%
Value $2,670 Shares 52 Est. Cost $45.87 Unrealized +5.3%
NTRS Northern Trust Corp 0.0%
Value $2,651 Shares 19 Est. Cost $130.74 Unrealized +12.4%
TOST Toast Inc Ordinary Shares - Class A 0.0%
Value $2,650 Shares 100 Est. Cost $39.30 Unrealized -21.1%
ITA Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf 0.0%
Value $2,625 Shares 12 Est. Cost $188.63 Unrealized
ESEA Euroseas LTD 0.0%
Value $2,272 Shares 34 Est. Cost $56.24 Unrealized 0.0%
AU Anglogold Ashanti Plc. Ordinary Shares 0.0%
Value $2,238 Shares 23 Est. Cost $77.50 Unrealized +33.7%
EMN Eastman Chemical CO CORP COMMON 0.0%
Value $2,059 Shares 27 Est. Cost $66.68 Unrealized +9.1%
DINO Hf Sinclair Corp COMMON 0.0%
Value $1,871 Shares 30 Est. Cost $51.88 Unrealized 0.0%
FDX FedEx Corp Com 0.0%
Value $1,780 Shares 5 Est. Cost $254.77 Unrealized +33.0%
PNW Pinnacle West Capital Corp 0.0%
Value $1,612 Shares 16 Est. Cost $89.23 Unrealized +4.8%
CVNA Carvana Co. Ordinary Shares - Class A 0.0%
Value $1,571 Shares 5 Est. Cost $371.73 Unrealized +9.9%
BBY Best Buy Inc 0.0%
Value $1,476 Shares 23 Est. Cost $75.46 Unrealized -11.3%
ARMK Aramark CORP COMMON 0.0%
Value $1,337 Shares 33 Est. Cost $37.92 Unrealized +3.0%
WEC WEC Energy Group Inc 0.0%
Value $1,271 Shares 11 Est. Cost $110.27 Unrealized -0.3%
DOW Dow INC CORP COMMON 0.0%
Value $1,249 Shares 30 Est. Cost $31.82 Unrealized -8.7%
F Ford Mtr Co Del 0.0%
Value $1,154 Shares 100 Est. Cost $10.44 Unrealized +31.6%
AVNS Avanos Med Inc 0.0%
Value $1,064 Shares 76 Est. Cost $11.71 Unrealized +14.1%
FTI Technipfmc Plc Ordinary Shares 0.0%
Value $1,036 Shares 15 Est. Cost $42.20 Unrealized +33.5%
TXRH Texas Roadhouse Inc Ordinary Shares 0.0%
Value $990 Shares 6 Est. Cost $184.57 Unrealized 0.0%
ALB Albemarle Corp COMMON 0.0%
Value $897 Shares 5 Est. Cost $58.64 Unrealized +192.1%
LSCC Lattice Semiconductor Corp COMMON 0.0%
Value $833 Shares 9 Est. Cost $73.32 Unrealized
CPT Camden Property Trust Ordinary Shares 0.0%
Value $779 Shares 8 Est. Cost $107.74 Unrealized +2.3%
DLTR Dollar Tree Inc 0.0%
Value $766 Shares 7 Est. Cost $77.17 Unrealized +66.4%
LVS Las Vegas Sands Corp 0.0%
Value $646 Shares 12 Est. Cost $61.19 Unrealized -4.6%
AES AES Corp Com 0.0%
Value $634 Shares 45 Est. Cost $13.07 Unrealized +15.8%
ACHR Archer Aviation INC CLASS A CORP COMMON 0.0%
Value $584 Shares 113 Est. Cost $7.78 Unrealized 0.0%
WMS Advanced Drainage Systems Inc Ordinary Shares 0.0%
Value $548 Shares 4 Est. Cost $131.06 Unrealized +23.0%
SFM Sprouts Farmers Market Inc Ordinary Shares 0.0%
Value $539 Shares 7 Est. Cost $89.72 Unrealized -19.3%
SWKS Skyworks Solutions Inc Common 0.0%
Value $535 Shares 10 Est. Cost $83.34 Unrealized -28.0%
SAM Boston Beer Co A 0.0%
Value $460 Shares 2 Est. Cost $212.75 Unrealized +4.6%
GPK Graphic Packaging Holding Co Ordinary Shares 0.0%
Value $415 Shares 42 Est. Cost $21.74 Unrealized -35.2%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value $406 Shares 5 Est. Cost $91.09 Unrealized -2.6%
CXT Crane Nxt Co Ordinary Shares 0.0%
Value $363 Shares 9 Est. Cost $59.28 Unrealized -13.3%
LPLA Lpl Financial Holdings INC CORP COMMON 0.0%
Value $300 Shares 1 Est. Cost $353.69 Unrealized +0.9%
ADSK Autodesk INC CORP COMMON 0.0%
Value $239 Shares 1 Est. Cost $302.56 Unrealized -16.1%
SCHC Schwab International Small Cap Equity Etf Internationnal Eqy 0.0%
Value $233 Shares 5 Est. Cost $44.46 Unrealized
IAGG Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd 0.0%
Value $200 Shares 4 Est. Cost $49.93 Unrealized
VTRS Viatris INC CORP COMMON 0.0%
Value $121 Shares 9 Est. Cost $10.25 Unrealized +37.4%
SBRA Sabra Health Care Reit INC CORP COMMON 0.0%
Value $114 Shares 6 Est. Cost $19.00 Unrealized
VWOB Vanguard Group, Inc. Emerging Markets Government Bond Etf 0.0%
Value $65 Shares 1 Est. Cost $65.00 Unrealized
Escrow Altegrity Inc. 0.0%
Value $30 Shares 8 Est. Cost $3.75 Unrealized
Gulf United Energy Inc. Ordinary Shares 0.0%
Value $3 Shares 30,000 Est. Cost $0.00 Unrealized