MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value ($000): $1,044,945 (100.0% shares, 0.0% debt)

Holdings (611)

AVGO BROADCOM INC 3.7%
Value ($000) $38,742 Shares 131,911 Est. Cost $142.98 Unrealized +51.0%
MSFT MICROSOFT CORPORATION 2.9%
Value ($000) $30,530 Shares 57,226 Est. Cost $66.93 Unrealized +546.0%
SPY SPDR S&P 500 ETF TRUST 2.8%
Value ($000) $28,918 Shares 45,751 Est. Cost $461.80 Unrealized
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $25,618 Shares 86,476 Est. Cost $54.38 Unrealized +364.6%
GOOGL ALPHABET INC CL A 2.1%
Value ($000) $21,990 Shares 114,589 Est. Cost $124.48 Unrealized +31.2%
APH AMPHENOL CORP - CLASS A 2.0%
Value ($000) $20,745 Shares 194,770 Est. Cost $40.71 Unrealized +99.9%
AAPL APPLE INC. 1.9%
Value ($000) $20,374 Shares 98,153 Est. Cost $84.40 Unrealized +138.6%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $19,446 Shares 109,326 Est. Cost $92.42 Unrealized +36.1%
META META PLATFORMS INC. 1.8%
Value ($000) $18,556 Shares 23,991 Est. Cost $268.92 Unrealized +129.3%
USTB VICTORY SHARES S-T BOND ETF 1.6%
Value ($000) $17,157 Shares 338,540 Est. Cost $50.68 Unrealized
RUSHA RUSH ENTERPRISES INC-CL A 1.6%
Value ($000) $17,152 Shares 316,803 Est. Cost $36.01 Unrealized +41.0%
AMZN AMAZON.COM INC. 1.5%
Value ($000) $15,863 Shares 67,759 Est. Cost $124.08 Unrealized +59.5%
GS GOLDMAN SACHS GROUP INC 1.4%
Value ($000) $15,011 Shares 20,745 Est. Cost $323.73 Unrealized +76.6%
WMT WAL-MART, INC. 1.4%
Value ($000) $14,299 Shares 145,941 Est. Cost $51.62 Unrealized +83.6%
COST COSTCO WHOLESALE CORP. 1.4%
Value ($000) $14,242 Shares 15,157 Est. Cost $104.76 Unrealized +845.7%
GLD SPDR GOLD TRUST 1.3%
Value ($000) $14,036 Shares 46,328 Est. Cost $122.61 Unrealized
ICE INTERCONTINENTAL EXCHANGE GROUP INC 1.3%
Value ($000) $13,670 Shares 73,960 Est. Cost $60.05 Unrealized +183.9%
MCHP MICROCHIP TECHNOLOGY INC 1.3%
Value ($000) $13,373 Shares 197,855 Est. Cost $58.76 Unrealized -8.3%
APO APOLLO GLOBAL MANAGEMENT INC 1.3%
Value ($000) $13,191 Shares 90,774 Est. Cost $61.89 Unrealized +112.3%
INTU INTUIT COM 1.2%
Value ($000) $13,031 Shares 16,597 Est. Cost $420.03 Unrealized +60.6%
BKNG BOOKING HOLDINGS INC 1.2%
Value ($000) $12,764 Shares 2,319 Est. Cost $3654.84 Unrealized +39.4%
TJX TJX COMPANIES INC 1.2%
Value ($000) $12,750 Shares 102,385 Est. Cost $44.08 Unrealized +185.6%
PANW PALO ALTO NETWORKS INC 1.2%
Value ($000) $12,340 Shares 71,083 Est. Cost $137.01 Unrealized +35.5%
SCHW CHARLES SCHWAB CORP NEW 1.2%
Value ($000) $12,311 Shares 125,965 Est. Cost $76.39 Unrealized +8.8%
ETN EATON CORP PLC 1.2%
Value ($000) $12,219 Shares 31,761 Est. Cost $300.62 Unrealized +2.0%
TMUS T-MOBILE US INC 1.2%
Value ($000) $12,164 Shares 51,021 Est. Cost $115.30 Unrealized +109.4%
V VISA INC 1.2%
Value ($000) $12,039 Shares 34,849 Est. Cost $180.97 Unrealized +91.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $11,911 Shares 72,301 Est. Cost $89.84 Unrealized +67.9%
ULTA ULTA BEAUTY INC 1.1%
Value ($000) $11,534 Shares 22,396 Est. Cost $419.14 Unrealized -1.3%
XOM EXXON MOBIL CORPORATION 1.1%
Value ($000) $11,531 Shares 103,290 Est. Cost $77.18 Unrealized +35.4%
SPGI S&P GLOBAL INC 1.1%
Value ($000) $11,456 Shares 20,788 Est. Cost $355.00 Unrealized +39.9%
WM WASTE MANAGEMENT INC (NEW) 1.1%
Value ($000) $11,442 Shares 49,930 Est. Cost $145.00 Unrealized +58.4%
MRK MERCK & CO INC 1.1%
Value ($000) $11,388 Shares 145,770 Est. Cost $58.78 Unrealized +31.7%
UBER UBER TECHNOLOGIES INC 1.1%
Value ($000) $10,998 Shares 125,330 Est. Cost $72.25 Unrealized +13.9%
LLY ELI LILLY & CO 1.0%
Value ($000) $10,929 Shares 14,768 Est. Cost $605.25 Unrealized +27.8%
ROP ROPER TECHNOLOGIES INC 1.0%
Value ($000) $10,668 Shares 19,382 Est. Cost $364.96 Unrealized +54.0%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $10,569 Shares 22,598 Est. Cost $150.62 Unrealized +176.9%
PG PROCTER & GAMBLE CO. 1.0%
Value ($000) $10,513 Shares 69,871 Est. Cost $155.84 Unrealized +3.2%
AON AON PLC COM 1.0%
Value ($000) $10,247 Shares 28,806 Est. Cost $306.97 Unrealized +17.7%
CRM SALESFORCE INC. 1.0%
Value ($000) $10,234 Shares 39,617 Est. Cost $179.92 Unrealized +47.9%
MSI MOTOROLA SOLUTIONS INC 1.0%
Value ($000) $10,040 Shares 22,872 Est. Cost $414.83 Unrealized +0.1%
UNP UNION PACIFIC CORPORATION 0.9%
Value ($000) $9,915 Shares 44,667 Est. Cost $126.70 Unrealized +72.4%
LOW LOWE'S COS. INC. 0.9%
Value ($000) $9,757 Shares 43,641 Est. Cost $194.85 Unrealized +13.2%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $9,710 Shares 64,036 Est. Cost $92.63 Unrealized +47.9%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.9%
Value ($000) $9,292 Shares 187,808 Est. Cost $53.57 Unrealized
SYK STRYKER CORP 0.9%
Value ($000) $9,122 Shares 23,228 Est. Cost $369.00 Unrealized +0.7%
SPTL SPDR PORT LONG-TERM TREASURY ETF 0.8%
Value ($000) $8,740 Shares 332,940 Est. Cost $28.08 Unrealized
IQV IQVIA HOLDINGS INC 0.8%
Value ($000) $8,733 Shares 46,987 Est. Cost $159.32 Unrealized -5.5%
NEE NEXTERA ENERGY 0.8%
Value ($000) $8,622 Shares 121,329 Est. Cost $64.08 Unrealized +6.3%
ZTS ZOETIS INC 0.8%
Value ($000) $8,519 Shares 58,430 Est. Cost $110.10 Unrealized +42.9%
ACN ACCENTURE PLC 0.8%
Value ($000) $8,471 Shares 31,715 Est. Cost $109.18 Unrealized +177.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.8%
Value ($000) $8,437 Shares 196,756 Est. Cost $55.11 Unrealized -7.7%
ADBE ADOBE INC 0.8%
Value ($000) $8,387 Shares 23,449 Est. Cost $361.24 Unrealized +6.7%
LIN LINDE PLC 0.8%
Value ($000) $7,976 Shares 17,330 Est. Cost $329.93 Unrealized +37.1%
EMR EMERSON ELECTRIC COMPANY 0.7%
Value ($000) $7,526 Shares 51,719 Est. Cost $64.36 Unrealized +76.4%
BK BANK OF NEW YORK MELLON CORP 0.7%
Value ($000) $7,416 Shares 73,101 Est. Cost $38.87 Unrealized +116.0%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $7,371 Shares 12,784 Est. Cost $428.16 Unrealized +13.5%
NXPI NXP SEMICONDUCTORS NV 0.6%
Value ($000) $6,705 Shares 31,367 Est. Cost $175.99 Unrealized +9.5%
BX BLACKSTONE INC 0.6%
Value ($000) $6,413 Shares 37,077 Est. Cost $86.10 Unrealized +56.9%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $6,367 Shares 93,526 Est. Cost $24.58 Unrealized +145.7%
GLW CORNING INCORPORATED 0.6%
Value ($000) $6,305 Shares 99,694 Est. Cost $32.46 Unrealized +42.7%
KO COCA COLA CO. 0.6%
Value ($000) $6,248 Shares 92,031 Est. Cost $39.51 Unrealized +76.7%
CTAS CINTAS CORPORATION 0.6%
Value ($000) $6,073 Shares 27,289 Est. Cost $193.72 Unrealized +10.5%
HD HOME DEPOT INC 0.6%
Value ($000) $5,954 Shares 16,200 Est. Cost $305.51 Unrealized +16.5%
PAYX PAYCHEX INC COM 0.5%
Value ($000) $5,588 Shares 38,719 Est. Cost $112.18 Unrealized +31.5%
DELL DELL TECHNOLOGIES INC 0.5%
Value ($000) $5,467 Shares 41,199 Est. Cost $104.22 Unrealized -2.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $5,402 Shares 9,385 Est. Cost $226.75 Unrealized
MCD MCDONALDS CORP. 0.5%
Value ($000) $5,328 Shares 17,755 Est. Cost $105.73 Unrealized +187.1%
QCOM QUALCOMM INC 0.5%
Value ($000) $5,215 Shares 35,535 Est. Cost $87.39 Unrealized +66.0%
TXN TEXAS INSTRUMENTS 0.5%
Value ($000) $5,178 Shares 28,597 Est. Cost $95.14 Unrealized +83.2%
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $5,125 Shares 34,474 Est. Cost $57.22 Unrealized +137.9%
AEP AMERICAN ELECTRIC POWER COMPANY 0.5%
Value ($000) $5,056 Shares 44,692 Est. Cost $69.86 Unrealized +46.0%
APD AIR PRODUCTS & CHEMICAL INC 0.5%
Value ($000) $5,055 Shares 17,558 Est. Cost $152.18 Unrealized +76.2%
WEC WEC ENERGY GROUP INC 0.5%
Value ($000) $5,051 Shares 46,302 Est. Cost $76.22 Unrealized +36.8%
CME CME GROUP INC 0.5%
Value ($000) $5,029 Shares 18,071 Est. Cost $161.66 Unrealized +66.1%
IAU ISHARES GOLD TRUST 0.5%
Value ($000) $4,872 Shares 78,571 Est. Cost $34.95 Unrealized
DRI DARDEN RESTAURANTS, INC. 0.5%
Value ($000) $4,802 Shares 23,810 Est. Cost $156.48 Unrealized +30.6%
SLF SUN LIFE FINANCIAL INC 0.4%
Value ($000) $4,565 Shares 74,841 Est. Cost $35.65 Unrealized +72.0%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $4,439 Shares 103,821 Est. Cost $33.44 Unrealized +25.1%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.4%
Value ($000) $4,344 Shares 22,831 Est. Cost $131.40 Unrealized +26.3%
AZN ASTRAZENECA PLC-SPONS ADR 0.4%
Value ($000) $4,317 Shares 59,062 Est. Cost $59.92 Unrealized
UNILEVER PLC-SPONS ADR 0.4%
Value ($000) $4,209 Shares 72,039 Est. Cost $47.69 Unrealized
CMCSA COMCAST CORP. CLASS A 0.4%
Value ($000) $4,170 Shares 125,498 Est. Cost $30.97 Unrealized +9.5%
PEP PEPSICO INC. 0.4%
Value ($000) $4,143 Shares 30,036 Est. Cost $79.12 Unrealized +65.6%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $4,086 Shares 90,890 Est. Cost $34.28 Unrealized +18.9%
GPC GENUINE PARTS CO. 0.4%
Value ($000) $4,062 Shares 31,516 Est. Cost $67.52 Unrealized +74.4%
IVV ISHARES CORE SP 500 ETF 0.4%
Value ($000) $4,018 Shares 6,329 Est. Cost $431.96 Unrealized
VICI VICI PROPERTIES INC 0.4%
Value ($000) $4,007 Shares 122,922 Est. Cost $26.85 Unrealized +13.7%
ABBV ABBVIE INC 0.4%
Value ($000) $3,835 Shares 20,290 Est. Cost $173.23 Unrealized +5.4%
LMT LOCKHEED MARTIN CORPORATION 0.4%
Value ($000) $3,753 Shares 8,915 Est. Cost $377.18 Unrealized +21.7%
CI CIGNA GROUP 0.4%
Value ($000) $3,701 Shares 13,843 Est. Cost $199.03 Unrealized +59.7%
SLB SCHLUMBERGER LIMITED 0.3%
Value ($000) $3,501 Shares 103,592 Est. Cost $44.55 Unrealized -23.8%
JGRO JPMORGAN ACTIVE GROWTH ETF 0.3%
Value ($000) $3,498 Shares 39,605 Est. Cost $88.33 Unrealized
VLO VALERO ENERGY NEW 0.3%
Value ($000) $3,231 Shares 23,532 Est. Cost $113.91 Unrealized +7.4%
SNY SANOFI-AVENTIS - ADR 0.3%
Value ($000) $3,168 Shares 69,412 Est. Cost $48.60 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $3,078 Shares 41,978 Est. Cost $65.79 Unrealized
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 0.3%
Value ($000) $3,051 Shares 75,232 Est. Cost $40.55 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.3%
Value ($000) $2,958 Shares 30,197 Est. Cost $126.72 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $2,951 Shares 126,700 Est. Cost $31.72 Unrealized -29.5%
TGT TARGET CORP 0.2%
Value ($000) $2,501 Shares 24,884 Est. Cost $166.01 Unrealized -43.8%
FMDE FIDELITY ENHANCED MID CAP ETF 0.2%
Value ($000) $2,283 Shares 65,572 Est. Cost $34.82 Unrealized
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $2,283 Shares 26,493 Est. Cost $87.36 Unrealized +7.7%
VYMI VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD 0.2%
Value ($000) $2,262 Shares 28,287 Est. Cost $63.07 Unrealized
GIS GENERAL MILLS INC 0.2%
Value ($000) $2,210 Shares 45,115 Est. Cost $60.37 Unrealized -10.9%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $2,151 Shares 24,576 Est. Cost $63.50 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $2,128 Shares 4,675 Est. Cost $219.72 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $1,888 Shares 24,557 Est. Cost $75.97 Unrealized
BSV VANGUARD BOND INDEX SHORT-TERM BOND ETF 0.2%
Value ($000) $1,834 Shares 23,399 Est. Cost $77.20 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,668 Shares 8,097 Est. Cost $69.30 Unrealized
GOOG ALPHABET INC CL C 0.2%
Value ($000) $1,649 Shares 8,551 Est. Cost $118.52 Unrealized +39.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,616 Shares 28,743 Est. Cost $43.40 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.2%
Value ($000) $1,586 Shares 41,416 Est. Cost $25.53 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $1,539 Shares 2,934 Est. Cost $338.02 Unrealized +43.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD-ADR 0.1%
Value ($000) $1,514 Shares 6,264 Est. Cost $99.66 Unrealized
AVUV AVANTIS US SMALL CAP VALUE ETF 0.1%
Value ($000) $1,476 Shares 15,968 Est. Cost $92.41 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,462 Shares 41,944 Est. Cost $30.16 Unrealized
ORCL ORACLE CORPORATION 0.1%
Value ($000) $1,407 Shares 5,543 Est. Cost $59.67 Unrealized +169.5%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $1,335 Shares 19,295 Est. Cost $63.04 Unrealized
NBSM NEUBERGER BERMAN SMALL-MID CAP ETF 0.1%
Value ($000) $1,334 Shares 52,482 Est. Cost $25.41 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.1%
Value ($000) $1,227 Shares 1,267 Est. Cost $195.94 Unrealized +107.7%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.1%
Value ($000) $1,160 Shares 2,458 Est. Cost $215.65 Unrealized +135.5%
BLK BLACKROCK INC 0.1%
Value ($000) $1,095 Shares 990 Est. Cost $991.05 Unrealized -5.8%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,041 Shares 2,358 Est. Cost $150.75 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.1%
Value ($000) $1,036 Shares 34,942 Est. Cost $27.67 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $866 Shares 21,715 Est. Cost $44.73 Unrealized
ASML ASML HOLDINGS NV NY REG SHS 2012 0.1%
Value ($000) $837 Shares 1,205 Est. Cost $719.22 Unrealized
BNS BANK OF NOVA SCOTIA 0.1%
Value ($000) $815 Shares 14,651 Est. Cost $41.99 Unrealized +19.5%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $779 Shares 2,516 Est. Cost $87.18 Unrealized +246.8%
IJR ISHARES CORE SP SMALL CAP ETF 0.1%
Value ($000) $776 Shares 7,037 Est. Cost $100.37 Unrealized
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $769 Shares 11,600 Est. Cost $51.65 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $712 Shares 7,989 Est. Cost $84.58 Unrealized
NVS NOVARTIS AG-ADR 0.1%
Value ($000) $711 Shares 6,252 Est. Cost $100.52 Unrealized
IJH ISHARES CORE SP MID CAP ETF 0.1%
Value ($000) $677 Shares 10,740 Est. Cost $86.40 Unrealized
EME EMCOR GROUP INC 0.1%
Value ($000) $643 Shares 1,024 Est. Cost $267.38 Unrealized +64.9%
ICLR ICON PLC COM 0.1%
Value ($000) $617 Shares 3,645 Est. Cost $255.62 Unrealized -44.5%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $614 Shares 12,330 Est. Cost $39.47 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $575 Shares 1,306 Est. Cost $192.03 Unrealized
SHEL SHELL PLC SPONS ADR 0.1%
Value ($000) $567 Shares 7,858 Est. Cost $64.02 Unrealized
IBM IBM 0.1%
Value ($000) $559 Shares 2,210 Est. Cost $166.31 Unrealized +52.6%
ABEV AMBEV SA ADR 0.1%
Value ($000) $551 Shares 252,708 Est. Cost $2.43 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.1%
Value ($000) $550 Shares 11,344 Est. Cost $48.33 Unrealized
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.1%
Value ($000) $548 Shares 9,276 Est. Cost $50.24 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $532 Shares 2,393 Est. Cost $106.22 Unrealized +88.0%
SO SOUTHERN CO. 0.1%
Value ($000) $525 Shares 5,554 Est. Cost $61.34 Unrealized +43.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $507 Shares 6,193 Est. Cost $76.34 Unrealized
NVO NOVO-NORDISK A/S - SPONS ADR 0.0%
Value ($000) $502 Shares 10,665 Est. Cost $93.53 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $499 Shares 1,668 Est. Cost $160.34 Unrealized +74.2%
SPMD SPDR S&P 400 MID CAP ETF 0.0%
Value ($000) $499 Shares 9,028 Est. Cost $51.18 Unrealized
T AT&T INC. 0.0%
Value ($000) $416 Shares 15,182 Est. Cost $17.89 Unrealized +50.7%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $405 Shares 1,944 Est. Cost $135.12 Unrealized +55.7%
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.0%
Value ($000) $400 Shares 9,432 Est. Cost $33.32 Unrealized
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $389 Shares 689 Est. Cost $393.12 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $375 Shares 653 Est. Cost $204.80 Unrealized +157.1%
EQIX EQUINIX INC 0.0%
Value ($000) $374 Shares 476 Est. Cost $587.46 Unrealized +42.2%
DIS WALT DISNEY COMPANY 0.0%
Value ($000) $366 Shares 3,069 Est. Cost $83.88 Unrealized +22.6%
DFAX DIMENSIONAL WORLD EX US CORE 0.0%
Value ($000) $362 Shares 12,372 Est. Cost $21.60 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $360 Shares 2,529 Est. Cost $53.29 Unrealized +127.0%
KLAC KLA CORPORATION 0.0%
Value ($000) $353 Shares 402 Est. Cost $285.04 Unrealized +162.6%
PSA PUBLIC STORAGE 0.0%
Value ($000) $349 Shares 1,282 Est. Cost $165.31 Unrealized +73.9%
MMM 3M CO 0.0%
Value ($000) $342 Shares 2,294 Est. Cost $101.17 Unrealized +39.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $334 Shares 1,886 Est. Cost $159.95 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $330 Shares 11,545 Est. Cost $31.95 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $328 Shares 3,073 Est. Cost $88.20 Unrealized +16.0%
AZO AUTOZONE INC 0.0%
Value ($000) $324 Shares 86 Est. Cost $2858.33 Unrealized +29.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $317 Shares 12,649 Est. Cost $38.29 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $314 Shares 3,744 Est. Cost $59.27 Unrealized +51.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $304 Shares 1,999 Est. Cost $69.47 Unrealized
MA MASTERCARD INC 0.0%
Value ($000) $298 Shares 526 Est. Cost $428.22 Unrealized +28.8%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $293 Shares 1,573 Est. Cost $178.99 Unrealized -9.7%
DFUS DIMENSIONAL US EQUITY MARKET ETF 0.0%
Value ($000) $287 Shares 4,184 Est. Cost $41.61 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $275 Shares 2,190 Est. Cost $125.09 Unrealized +4.3%
WELL WELLTOWER INC 0.0%
Value ($000) $271 Shares 1,639 Est. Cost $57.75 Unrealized +156.1%
IJK ISHARES SP MID CAP 400 GROWTH ETF 0.0%
Value ($000) $268 Shares 2,886 Est. Cost $91.93 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $265 Shares 1,346 Est. Cost $83.29 Unrealized +131.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $262 Shares 2,943 Est. Cost $65.04 Unrealized +31.0%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $260 Shares 1,328 Est. Cost $129.62 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $256 Shares 2,054 Est. Cost $115.45 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $249 Shares 1,579 Est. Cost $92.66 Unrealized +42.2%
FNDF SCHWAB FUNDAMENTAL INTL L/C 0.0%
Value ($000) $244 Shares 6,095 Est. Cost $40.01 Unrealized
CIGI COLLIERS INTL GR-SUBORD VOT 0.0%
Value ($000) $241 Shares 1,599 Est. Cost $118.02 Unrealized +3.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $241 Shares 1,931 Est. Cost $108.82 Unrealized +21.1%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $238 Shares 1,781 Est. Cost $105.44 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $231 Shares 1,030 Est. Cost $110.40 Unrealized +86.6%
RVTY REVVITY INC 0.0%
Value ($000) $231 Shares 2,630 Est. Cost $75.69 Unrealized +24.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $231 Shares 1,711 Est. Cost $95.22 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $230 Shares 996 Est. Cost $173.59 Unrealized +41.2%
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $228 Shares 890 Est. Cost $193.49 Unrealized +22.6%
FXU FIRST TRUST UTILITIES ALPHADEX ETF 0.0%
Value ($000) $222 Shares 5,000 Est. Cost $44.47 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $219 Shares 2,555 Est. Cost $80.39 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $217 Shares 1,591 Est. Cost $86.23 Unrealized +59.8%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $206 Shares 299 Est. Cost $576.59 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VA 0.0%
Value ($000) $202 Shares 4,759 Est. Cost $33.48 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $202 Shares 11,184 Est. Cost $15.72 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $201 Shares 3,139 Est. Cost $74.00 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $201 Shares 1,290 Est. Cost $77.46 Unrealized +97.7%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $201 Shares 346 Est. Cost $542.11 Unrealized
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $201 Shares 998 Est. Cost $158.34 Unrealized +16.4%
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 0.0%
Value ($000) $195 Shares 6,472 Est. Cost $30.08 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $194 Shares 874 Est. Cost $179.03 Unrealized +5.5%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $193 Shares 1,393 Est. Cost $128.78 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $184 Shares 1,080 Est. Cost $164.35 Unrealized -10.0%
AMGN AMGEN, INC 0.0%
Value ($000) $183 Shares 619 Est. Cost $238.55 Unrealized +16.4%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $183 Shares 2,091 Est. Cost $73.29 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $181 Shares 667 Est. Cost $172.66 Unrealized +26.6%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $180 Shares 3,801 Est. Cost $31.21 Unrealized +32.8%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.0%
Value ($000) $179 Shares 1,993 Est. Cost $37.85 Unrealized +108.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $178 Shares 1,000 Est. Cost $231.58 Unrealized -22.1%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $178 Shares 1,397 Est. Cost $92.75 Unrealized +29.1%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $177 Shares 960 Est. Cost $136.81 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $175 Shares 186 Est. Cost $189.83 Unrealized -0.6%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $173 Shares 3,950 Est. Cost $30.68 Unrealized +32.1%
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $173 Shares 3,990 Est. Cost $47.89 Unrealized -1.4%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $173 Shares 1,369 Est. Cost $93.76 Unrealized +39.3%
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $172 Shares 1,052 Est. Cost $102.58 Unrealized +48.9%
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $166 Shares 2,266 Est. Cost $53.17 Unrealized +27.6%
MTZ MASTEC INC 0.0%
Value ($000) $160 Shares 845 Est. Cost $76.04 Unrealized +89.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $160 Shares 2,735 Est. Cost $60.53 Unrealized -12.2%
INVH INVITATION HOMES INC 0.0%
Value ($000) $155 Shares 5,065 Est. Cost $30.83 Unrealized +5.7%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $151 Shares 2,054 Est. Cost $82.26 Unrealized -6.9%
KKR KKR & CO INC 0.0%
Value ($000) $151 Shares 1,030 Est. Cost $62.92 Unrealized +85.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $151 Shares 484 Est. Cost $159.67 Unrealized +70.6%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $150 Shares 807 Est. Cost $150.61 Unrealized +32.2%
CMI CUMMINS INC 0.0%
Value ($000) $149 Shares 406 Est. Cost $195.82 Unrealized +56.1%
NKE NIKE INC - CLASS B 0.0%
Value ($000) $145 Shares 1,939 Est. Cost $61.41 Unrealized -3.8%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $144 Shares 800 Est. Cost $157.54 Unrealized -0.1%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $143 Shares 2,268 Est. Cost $50.81 Unrealized +31.1%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $139 Shares 2,476 Est. Cost $45.86 Unrealized +18.8%
COIN COINBASE GLOBAL INC-CLASS A 0.0%
Value ($000) $132 Shares 350 Est. Cost $52.69 Unrealized +343.7%
LRN STRIDE INC 0.0%
Value ($000) $130 Shares 1,017 Est. Cost $60.30 Unrealized +139.9%
GABELLI EQUITY TRUST INC 0.0%
Value ($000) $130 Shares 22,318 Est. Cost $5.50 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $129 Shares 3,628 Est. Cost $18.71 Unrealized +82.0%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $129 Shares 440 Est. Cost $147.73 Unrealized
DFAT DIMENSIONAL US TARGET VALUE 0.0%
Value ($000) $128 Shares 2,352 Est. Cost $43.95 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $124 Shares 2,304 Est. Cost $33.13 Unrealized
DOC HEALTHPEAK PROPERTIES, INC 0.0%
Value ($000) $120 Shares 7,110 Est. Cost $21.25 Unrealized -20.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $120 Shares 1,516 Est. Cost $79.43 Unrealized
MO ALTRIA GROUP INC. 0.0%
Value ($000) $120 Shares 1,935 Est. Cost $34.80 Unrealized +60.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $118 Shares 2,603 Est. Cost $22.55 Unrealized +94.1%
VTR VENTAS INC 0.0%
Value ($000) $117 Shares 1,747 Est. Cost $38.59 Unrealized +65.7%
PSX PHILLIPS 66 0.0%
Value ($000) $116 Shares 938 Est. Cost $63.20 Unrealized +73.2%
SSNC SS&C TECHNOLOGIES HOLDINGS, INC. 0.0%
Value ($000) $116 Shares 1,355 Est. Cost $62.10 Unrealized +26.6%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $115 Shares 651 Est. Cost $107.33 Unrealized +49.2%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $114 Shares 2,000 Est. Cost $47.91 Unrealized +5.6%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $113 Shares 1,208 Est. Cost $68.23 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $111 Shares 1,232 Est. Cost $59.04 Unrealized +37.7%
SUSB ISHARES ESG 1-5 YEAR USD CORP BOND 0.0%
Value ($000) $111 Shares 4,408 Est. Cost $24.99 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $109 Shares 211 Est. Cost $249.22 Unrealized +96.7%
NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND 0.0%
Value ($000) $108 Shares 9,257 Est. Cost $13.39 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $107 Shares 655 Est. Cost $72.47 Unrealized +131.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $106 Shares 1,114 Est. Cost $83.00 Unrealized +6.1%
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $106 Shares 242 Est. Cost $304.71 Unrealized +29.0%
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $106 Shares 471 Est. Cost $239.05 Unrealized -5.5%
QGRO AMERICAN CENTURY US QUALITY GRWTH ETF 0.0%
Value ($000) $105 Shares 960 Est. Cost $109.36 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $105 Shares 920 Est. Cost $93.02 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $105 Shares 376 Est. Cost $223.16 Unrealized +4.4%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $104 Shares 3,544 Est. Cost $29.23 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $101 Shares 1,683 Est. Cost $41.32 Unrealized +39.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $101 Shares 3,591 Est. Cost $21.20 Unrealized +26.2%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $101 Shares 387 Est. Cost $197.46 Unrealized +32.0%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $100 Shares 1,428 Est. Cost $67.19 Unrealized -6.1%
CAT CATERPILLAR INC. 0.0%
Value ($000) $96 Shares 220 Est. Cost $210.66 Unrealized +57.1%
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $96 Shares 6,119 Est. Cost $14.36 Unrealized -1.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $96 Shares 437 Est. Cost $190.92 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $95 Shares 144 Est. Cost $360.85 Unrealized +15.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $91 Shares 1,501 Est. Cost $56.55 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $89 Shares 1,885 Est. Cost $47.12 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $88 Shares 284 Est. Cost $190.13 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $88 Shares 333 Est. Cost $198.06 Unrealized +25.8%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $86 Shares 1,923 Est. Cost $37.96 Unrealized
GABELLI UTILITY TRUST 0.0%
Value ($000) $86 Shares 14,277 Est. Cost $6.64 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $84 Shares 450 Est. Cost $67.40 Unrealized +185.1%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $83 Shares 1,995 Est. Cost $39.60 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $81 Shares 2,050 Est. Cost $36.63 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $79 Shares 398 Est. Cost $213.26 Unrealized +4.7%
FTRB FEDERATED HERMES TOTAL RETURN BOND ETF 0.0%
Value ($000) $76 Shares 3,040 Est. Cost $25.00 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $75 Shares 726 Est. Cost $106.73 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES INC 0.0%
Value ($000) $74 Shares 967 Est. Cost $112.86 Unrealized -37.3%
NUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND 3 0.0%
Value ($000) $72 Shares 6,189 Est. Cost $11.70 Unrealized
PWR QUANTA SERVICES, INC. 0.0%
Value ($000) $70 Shares 172 Est. Cost $265.01 Unrealized +21.0%
FXR FIRST TRUST INDUST/PRODUCER DURABLE ETF 0.0%
Value ($000) $69 Shares 900 Est. Cost $77.22 Unrealized
EATON VANCE TAX MANAGED 0.0%
Value ($000) $69 Shares 5,000 Est. Cost $13.79 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $69 Shares 2,445 Est. Cost $29.51 Unrealized -0.2%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $69 Shares 240 Est. Cost $232.04 Unrealized
SUB ISHARES SHORT-TERM NATIONAL 0.0%
Value ($000) $68 Shares 637 Est. Cost $104.04 Unrealized
AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF 0.0%
Value ($000) $68 Shares 688 Est. Cost $99.18 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $67 Shares 845 Est. Cost $49.85 Unrealized +42.6%
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF 0.0%
Value ($000) $66 Shares 1,874 Est. Cost $55.77 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $65 Shares 948 Est. Cost $52.00 Unrealized +29.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $63 Shares 521 Est. Cost $83.49 Unrealized +38.3%
FXO FIRST TRUST FINANCIALS ALPHADEX FUND ETF 0.0%
Value ($000) $63 Shares 1,100 Est. Cost $57.03 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF PORT 0.0%
Value ($000) $62 Shares 1,437 Est. Cost $42.97 Unrealized
NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $61 Shares 5,657 Est. Cost $11.97 Unrealized
NUMG NUVEEN ESG MID CAP GROWTH ETF 0.0%
Value ($000) $61 Shares 1,248 Est. Cost $34.46 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $60 Shares 570 Est. Cost $139.82 Unrealized -23.9%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $60 Shares 1,346 Est. Cost $30.00 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $58 Shares 316 Est. Cost $173.23 Unrealized
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $58 Shares 2,800 Est. Cost $17.62 Unrealized -6.5%
AROC ARCHROCK INC 0.0%
Value ($000) $57 Shares 2,450 Est. Cost $23.84 Unrealized 0.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $56 Shares 800 Est. Cost $36.25 Unrealized
MCO MOODY'S CORPORATION 0.0%
Value ($000) $56 Shares 109 Est. Cost $463.97 Unrealized -0.6%
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $56 Shares 534 Est. Cost $71.22 Unrealized +42.1%
CR CRANE CO 0.0%
Value ($000) $56 Shares 285 Est. Cost $126.18 Unrealized +31.1%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $56 Shares 203 Est. Cost $168.24 Unrealized +35.0%
TSLA TESLA INC 0.0%
Value ($000) $55 Shares 179 Est. Cost $252.04 Unrealized +19.5%
TEL TE CONNECTIVITY 0.0%
Value ($000) $55 Shares 268 Est. Cost $150.65 Unrealized +0.2%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $43.81 Unrealized +17.3%
WESTERN ASSET MANAGED MUNICIPALS INCOME FUND 0.0%
Value ($000) $54 Shares 5,412 Est. Cost $10.84 Unrealized
HAS HASBRO, INC. 0.0%
Value ($000) $54 Shares 715 Est. Cost $51.88 Unrealized +18.7%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $52 Shares 262 Est. Cost $100.35 Unrealized
PBW INVESCO WILDERHILL CLEAN ENE ETF 0.0%
Value ($000) $51 Shares 2,245 Est. Cost $39.36 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $50 Shares 400 Est. Cost $93.46 Unrealized +24.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $48 Shares 664 Est. Cost $28.13 Unrealized -2.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $48 Shares 300 Est. Cost $117.28 Unrealized 0.0%
GHI GREYSTONE HOUSING IMPACT INVES CTF 0.0%
Value ($000) $46 Shares 4,152 Est. Cost $11.03 Unrealized
BSM BLACK STONE MINERALS LP 0.0%
Value ($000) $46 Shares 3,650 Est. Cost $12.53 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $45 Shares 581 Est. Cost $66.02 Unrealized +13.3%
AEE AMEREN CORP 0.0%
Value ($000) $44 Shares 435 Est. Cost $40.14 Unrealized +137.1%
TOST TOAST INC 0.0%
Value ($000) $44 Shares 900 Est. Cost $39.30 Unrealized 0.0%
PH PARKER HANNIFIN CORP. 0.0%
Value ($000) $44 Shares 60 Est. Cost $547.57 Unrealized +14.7%
FXZ FIRST TRUST MATERIALS ALPHADEX ETF 0.0%
Value ($000) $43 Shares 750 Est. Cost $57.46 Unrealized
CLEARBRIDGE ENERGY MIDSTRM 0.0%
Value ($000) $42 Shares 886 Est. Cost $47.87 Unrealized
FLEX FLEX LTD. 0.0%
Value ($000) $42 Shares 850 Est. Cost $15.00 Unrealized +159.7%
UNH UNITEDHEALTH GROUP INC. 0.0%
Value ($000) $42 Shares 169 Est. Cost $264.84 Unrealized +41.6%
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $40 Shares 287 Est. Cost $132.54 Unrealized +6.5%
PTC PTC INC 0.0%
Value ($000) $40 Shares 187 Est. Cost $171.97 Unrealized -6.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $39 Shares 112 Est. Cost $99.52 Unrealized +183.6%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $39 Shares 607 Est. Cost $42.91 Unrealized +51.8%
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $39 Shares 1,523 Est. Cost $54.87 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS PLC 0.0%
Value ($000) $39 Shares 399 Est. Cost $76.67 Unrealized +14.4%
PGX INVESCO EXCHANGE TRADED FD TR II PFD ETF 0.0%
Value ($000) $39 Shares 3,400 Est. Cost $11.33 Unrealized
PGF INVESCO FINANCIAL PREFERRED PORTFOLIO 0.0%
Value ($000) $39 Shares 2,700 Est. Cost $14.26 Unrealized
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $36 Shares 720 Est. Cost $48.67 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $36 Shares 1,158 Est. Cost $28.06 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $36 Shares 125 Est. Cost $256.73 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $35 Shares 429 Est. Cost $66.30 Unrealized +21.7%
BHRB BURKE & HERBERT FINANCIAL SE 0.0%
Value ($000) $34 Shares 585 Est. Cost $58.63 Unrealized -8.4%
DOV DOVER CORPORATION 0.0%
Value ($000) $34 Shares 186 Est. Cost $128.18 Unrealized +34.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $33 Shares 325 Est. Cost $136.56 Unrealized -40.6%
SIRI SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $33 Shares 1,573 Est. Cost $31.06 Unrealized -30.7%
XPO XPO INC 0.0%
Value ($000) $33 Shares 274 Est. Cost $63.99 Unrealized +75.3%
EBAY EBAY INC. 0.0%
Value ($000) $33 Shares 355 Est. Cost $53.92 Unrealized +30.2%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $32 Shares 378 Est. Cost $62.66 Unrealized +52.3%
COHR COHERENT CORP 0.0%
Value ($000) $32 Shares 300 Est. Cost $71.97 Unrealized 0.0%
CON Concentra Group Holdings Paren 0.0%
Value ($000) $32 Shares 1,613 Est. Cost $20.40 Unrealized +3.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $32 Shares 112 Est. Cost $310.15 Unrealized +5.6%
COLUMBIA SELIG PREM TECH GW 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $23.00 Unrealized
DWS MUN INCOME TR 0.0%
Value ($000) $31 Shares 3,600 Est. Cost $8.58 Unrealized
HR HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $21.00 Unrealized
KAYNE ANDERSON MLP INVESTMENT CO. 0.0%
Value ($000) $30 Shares 2,446 Est. Cost $12.44 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $30 Shares 216 Est. Cost $108.91 Unrealized +20.6%
C CITIGROUP INC 0.0%
Value ($000) $30 Shares 317 Est. Cost $61.91 Unrealized +15.0%
SEM SELECT MEDICAL HOLDINGS CORP 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $16.62 Unrealized -7.2%
NFLX NETFLIX INC 0.0%
Value ($000) $29 Shares 25 Est. Cost $51.84 Unrealized +118.1%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $29 Shares 311 Est. Cost $46.45 Unrealized +80.8%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $28 Shares 86 Est. Cost $242.98 Unrealized +41.8%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $28 Shares 116 Est. Cost $221.75 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $27 Shares 273 Est. Cost $36.47 Unrealized +184.1%
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $27 Shares 67 Est. Cost $318.07 Unrealized +36.6%
BRO BROWN BROWN INC. 0.0%
Value ($000) $27 Shares 293 Est. Cost $111.89 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $27 Shares 1,385 Est. Cost $17.56 Unrealized -4.0%
PCAR PACCAR INC 0.0%
Value ($000) $26 Shares 266 Est. Cost $63.22 Unrealized +43.1%
ALL ALLSTATE CORP. 0.0%
Value ($000) $26 Shares 129 Est. Cost $97.38 Unrealized +102.2%
TFC TRUIST FINANCIAL CORP COM 0.0%
Value ($000) $26 Shares 591 Est. Cost $43.11 Unrealized -11.9%
RANI RANI THERAPEUTICS HOLDINGS-A 0.0%
Value ($000) $26 Shares 48,129 Est. Cost $10.60 Unrealized -92.3%
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $26 Shares 119 Est. Cost $164.83 Unrealized +12.3%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 970 Est. Cost $27.54 Unrealized
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $24 Shares 68 Est. Cost $224.17 Unrealized
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $24 Shares 315 Est. Cost $36.14 Unrealized
MTB M&T BANK CORP. 0.0%
Value ($000) $24 Shares 128 Est. Cost $149.77 Unrealized +15.4%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 989 Est. Cost $27.71 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $24 Shares 225 Est. Cost $71.38 Unrealized +28.5%
RXO RXO INC 0.0%
Value ($000) $23 Shares 1,494 Est. Cost $21.36 Unrealized -29.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $23 Shares 381 Est. Cost $52.83 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $22 Shares 690 Est. Cost $31.85 Unrealized
FTGC FIRST TR GLBL TACTICAL COMMDY FUND ETF 0.0%
Value ($000) $22 Shares 881 Est. Cost $25.52 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $17.00 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $21 Shares 339 Est. Cost $63.84 Unrealized +0.5%
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $21 Shares 539 Est. Cost $28.59 Unrealized +27.8%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $20 Shares 29 Est. Cost $608.85 Unrealized +15.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $20 Shares 184 Est. Cost $95.05 Unrealized -1.9%
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $19 Shares 4,549 Est. Cost $14.70 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER 0.0%
Value ($000) $19 Shares 700 Est. Cost $26.61 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $18 Shares 331 Est. Cost $57.71 Unrealized -17.6%
INTC INTEL CORPORATION 0.0%
Value ($000) $17 Shares 878 Est. Cost $35.47 Unrealized -41.6%
CQP CHENIERE ENERGY PARTNERS, L.P 0.0%
Value ($000) $17 Shares 300 Est. Cost $57.67 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $17 Shares 240 Est. Cost $52.64 Unrealized +36.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $17 Shares 354 Est. Cost $45.96 Unrealized
CFG CITIZENS FINANCIAL GROUP INC 0.0%
Value ($000) $17 Shares 349 Est. Cost $38.96 Unrealized -1.1%
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $17 Shares 160 Est. Cost $108.96 Unrealized -8.0%
TLT MFC ISHARES BARCLAYS 20 YEAR TREASURY BD ETF 0.0%
Value ($000) $17 Shares 190 Est. Cost $98.10 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $16 Shares 145 Est. Cost $93.21 Unrealized +12.0%
NUSC NUSHARES NUVEEN ESG SMALL CAP ETF 0.0%
Value ($000) $16 Shares 396 Est. Cost $40.59 Unrealized
GRID FIRST TRST NASD CL EDG SGIIF 0.0%
Value ($000) $16 Shares 114 Est. Cost $113.13 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $16 Shares 390 Est. Cost $35.62 Unrealized +2.6%
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $16 Shares 350 Est. Cost $21.03 Unrealized +116.6%
IP INTERNATIONAL PAPER CO. 0.0%
Value ($000) $16 Shares 341 Est. Cost $42.80 Unrealized +7.4%
ECL ECOLAB INC 0.0%
Value ($000) $16 Shares 60 Est. Cost $175.85 Unrealized +43.5%
BAM BROOKFIELD ASSET MGMT-A 0.0%
Value ($000) $15 Shares 248 Est. Cost $38.78 Unrealized +35.6%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $15 Shares 160 Est. Cost $74.98 Unrealized +5.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $15 Shares 166 Est. Cost $86.46 Unrealized -3.4%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $15 Shares 245 Est. Cost $65.91 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $15 Shares 140 Est. Cost $84.00 Unrealized +16.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $14 Shares 653 Est. Cost $39.99 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $14 Shares 647 Est. Cost $43.00 Unrealized -30.3%
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $14 Shares 1,417 Est. Cost $20.45 Unrealized -40.3%
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 193 Est. Cost $45.72 Unrealized +44.7%
DOW DOW INC 0.0%
Value ($000) $14 Shares 591 Est. Cost $39.51 Unrealized -29.6%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $13 Shares 142 Est. Cost $70.07 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $13 Shares 536 Est. Cost $27.63 Unrealized -7.4%
FDX FEDEX CORPORATION 0.0%
Value ($000) $13 Shares 59 Est. Cost $225.50 Unrealized -4.6%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $13 Shares 137 Est. Cost $76.36 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $13 Shares 28 Est. Cost $462.50 Unrealized -0.4%
LKQ LKQ CORPORATION 0.0%
Value ($000) $13 Shares 430 Est. Cost $45.68 Unrealized -14.7%
EQT EQT CORPORATION 0.0%
Value ($000) $13 Shares 235 Est. Cost $53.58 Unrealized 0.0%
INMD INMODE LTD 0.0%
Value ($000) $13 Shares 920 Est. Cost $22.36 Unrealized -34.4%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $12 Shares 181 Est. Cost $64.84 Unrealized +5.4%
OVV OVINTIV INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $36.70 Unrealized 0.0%
MFS GOVERNMENT MARKETS INCOME TRUST 0.0%
Value ($000) $12 Shares 4,000 Est. Cost $3.31 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $12 Shares 300 Est. Cost $35.88 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $12 Shares 87 Est. Cost $132.25 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $12 Shares 145 Est. Cost $70.02 Unrealized +1.6%
YUM YUM! BRANDS INC. 0.0%
Value ($000) $12 Shares 80 Est. Cost $90.46 Unrealized +59.4%
GM GENERAL MOTORS CO 0.0%
Value ($000) $11 Shares 214 Est. Cost $47.18 Unrealized -0.2%
CLOU GLOBAL X FDS CLOUD COMPUTING ETF 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.65 Unrealized
ALC ALCON INC 0.0%
Value ($000) $11 Shares 124 Est. Cost $62.84 Unrealized +42.5%
GEHC GE HEALTHCARE TECHNOLOGY 0.0%
Value ($000) $10 Shares 147 Est. Cost $75.55 Unrealized -8.0%
IHF ISHARES US HEALTHCASE PROVIDERS ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $41.65 Unrealized
WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC 0.0%
Value ($000) $10 Shares 1,504 Est. Cost $7.23 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 Shares 773 Est. Cost $9.91 Unrealized -5.9%
BHP BHP GROUP LTD 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.67 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY 0.0%
Value ($000) $10 Shares 169 Est. Cost $58.05 Unrealized
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $10 Shares 211 Est. Cost $44.71 Unrealized 0.0%
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $10 Shares 327 Est. Cost $29.46 Unrealized
YMAX TIDAL TRUST YIELDMAX INCOME ETF 0.0%
Value ($000) $10 Shares 725 Est. Cost $13.56 Unrealized
WDS WOODSIDE PETROLEUM-SP ADR 0.0%
Value ($000) $10 Shares 572 Est. Cost $16.93 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.01 Unrealized +11.1%
BLACKROCK MUNICIPAL INCOME TRUST 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.57 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $9 Shares 175 Est. Cost $46.80 Unrealized -2.7%
STT STATE STREET CORP 0.0%
Value ($000) $9 Shares 80 Est. Cost $84.61 Unrealized +7.0%
LAZRQ LUMINAR TECHNOLOGIES INC CLASS A 0.0%
Value ($000) $9 Shares 3,010 Est. Cost $10.57 Unrealized -64.0%
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $9 Shares 90 Est. Cost $89.20 Unrealized +2.2%
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $9 Shares 100 Est. Cost $87.73 Unrealized
PHG KONINKLIJKE PHILIPS N.V. 0.0%
Value ($000) $9 Shares 328 Est. Cost $26.20 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 100 Est. Cost $85.67 Unrealized
XSHD INVESCO S&P SMALL CAP HIGH DIV ETF 0.0%
Value ($000) $8 Shares 650 Est. Cost $13.88 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $8 Shares 13 Est. Cost $469.97 Unrealized -0.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $8 Shares 29 Est. Cost $286.33 Unrealized +5.4%
PICK ISHARES INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.38 Unrealized
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $8 Shares 43 Est. Cost $108.19 Unrealized +0.6%
KVUE KENVUE 0.0%
Value ($000) $7 Shares 347 Est. Cost $22.01 Unrealized +0.6%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $7 Shares 230 Est. Cost $35.14 Unrealized -15.5%
FCF FIRST COMMONWEALTH FINANCIAL 0.0%
Value ($000) $7 Shares 408 Est. Cost $15.00 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $7 Shares 148 Est. Cost $51.20 Unrealized +9.3%
ELV ELEVANCE HEALTH, INC 0.0%
Value ($000) $7 Shares 23 Est. Cost $415.16 Unrealized -4.5%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $6 Shares 242 Est. Cost $40.29 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.98 Unrealized 0.0%
ING ING GROEP N.V.-SPONSORED ADR 0.0%
Value ($000) $6 Shares 265 Est. Cost $13.33 Unrealized
NATL NCR ATLEOS CORP 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.89 Unrealized +17.8%
AGQ PROSHARES ULTRA SILVER 0.0%
Value ($000) $6 Shares 125 Est. Cost $33.67 Unrealized
PGR PROGRESSIVE CORP-OHIO 0.0%
Value ($000) $6 Shares 25 Est. Cost $237.27 Unrealized +8.5%
VTRS VIATRIS INC 0.0%
Value ($000) $6 Shares 649 Est. Cost $10.23 Unrealized -19.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $6 Shares 42 Est. Cost $138.49 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $6 Shares 23 Est. Cost $241.30 Unrealized
SPEM SPDR PORT S&P EMERGING MARKETS ETF 0.0%
Value ($000) $6 Shares 128 Est. Cost $43.01 Unrealized
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $6 Shares 401 Est. Cost $15.96 Unrealized
TIP MFC ISHARES TIPS BOND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $109.68 Unrealized
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $5 Shares 92 Est. Cost $62.44 Unrealized
EQNR EQUINOR ASA-SPON ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.75 Unrealized
FERG FERGUSON ENTERPRISES 0.0%
Value ($000) $5 Shares 23 Est. Cost $182.05 Unrealized 0.0%
NI NISOURCE INC. 0.0%
Value ($000) $5 Shares 120 Est. Cost $30.42 Unrealized +26.9%
NRG NRG ENERGY INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $130.97 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $5 Shares 14 Est. Cost $91.32 Unrealized +188.9%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $143.14 Unrealized -45.2%
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR 0.0%
Value ($000) $5 Shares 272 Est. Cost $7.83 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $5 Shares 29 Est. Cost $101.43 Unrealized +45.0%
JBL JABIL CIRCUIT, INC. 0.0%
Value ($000) $4 Shares 20 Est. Cost $161.93 Unrealized 0.0%
WAT WATERS CORPORATION COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $343.81 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $4 Shares 57 Est. Cost $75.64 Unrealized +0.2%
EFX EQUIFAX INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $252.97 Unrealized 0.0%
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $4 Shares 130 Est. Cost $31.24 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $98.11 Unrealized
ELAN ELANCO ANIMAL HEALTH INCORPORATED 0.0%
Value ($000) $4 Shares 300 Est. Cost $11.69 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $87.59 Unrealized +1.2%
USFD US FOODS HOLDINGS CORP 0.0%
Value ($000) $4 Shares 48 Est. Cost $71.34 Unrealized 0.0%
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $4 Shares 37 Est. Cost $107.33 Unrealized -8.6%
HLN HALEON PLC-ADR 0.0%
Value ($000) $4 Shares 408 Est. Cost $10.08 Unrealized
EQH EQUITABLE HOLDINGS INC 0.0%
Value ($000) $4 Shares 73 Est. Cost $50.68 Unrealized 0.0%
CB CHUBB LTD 0.0%
Value ($000) $4 Shares 14 Est. Cost $232.64 Unrealized +23.4%
LPLA LPL FINANCIAL HOLDING INC 0.0%
Value ($000) $4 Shares 9 Est. Cost $349.16 Unrealized +0.3%
BCS BARCLAYS PLC-SPONS ADR 0.0%
Value ($000) $4 Shares 181 Est. Cost $19.62 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $72.64 Unrealized
NWG NATWEST GROUP PLC ADR 0.0%
Value ($000) $3 Shares 250 Est. Cost $13.98 Unrealized
HPQ HP INC 0.0%
Value ($000) $3 Shares 138 Est. Cost $27.94 Unrealized -11.6%
E ENI S.P.A.-SPONSORED ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.04 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $3 Shares 80 Est. Cost $33.63 Unrealized +1.3%
OPRA OPERA LTD ADR 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.57 Unrealized
THC TENET HEALTHCARE CORP 0.0%
Value ($000) $3 Shares 20 Est. Cost $148.64 Unrealized +1.3%
EFAV ISHARES MSCI EAFE MIN VOL FA ETF 0.0%
Value ($000) $3 Shares 39 Est. Cost $67.51 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $3 Shares 41 Est. Cost $76.78 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $82.00 Unrealized 0.0%
EXC EXELON CORPORATION 0.0%
Value ($000) $3 Shares 69 Est. Cost $40.10 Unrealized +8.6%
SHOP SHOPIFY INC- CLASS A 0.0%
Value ($000) $3 Shares 25 Est. Cost $86.07 Unrealized +16.2%
SCI SERVICE CORPORATION INTERNATIONAL 0.0%
Value ($000) $3 Shares 40 Est. Cost $70.56 Unrealized +10.6%
KD KYNDRYL HOLDINGS, INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $36.16 Unrealized 0.0%
RAL RALLIANT CORP 0.0%
Value ($000) $3 Shares 66 Est. Cost $49.24 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $3 Shares 308 Est. Cost $11.03 Unrealized -7.1%
CCL CARNIVAL CORP. 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.05 Unrealized -28.8%
GSK GSK PLC-SPON ADR 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.15 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GROUP, INC. ADR 0.0%
Value ($000) $3 Shares 210 Est. Cost $13.90 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $148.29 Unrealized
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR 0.0%
Value ($000) $3 Shares 187 Est. Cost $8.60 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $3 Shares 40 Est. Cost $55.34 Unrealized 0.0%
UBS UBS GROUP AG 0.0%
Value ($000) $3 Shares 73 Est. Cost $30.94 Unrealized 0.0%
EVR EVERCORE PARTNERS INC CL A 0.0%
Value ($000) $3 Shares 9 Est. Cost $218.31 Unrealized 0.0%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $3 Shares 248 Est. Cost $13.54 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $3 Shares 46 Est. Cost $82.02 Unrealized -33.6%
ALLE ALLEGION PLC 0.0%
Value ($000) $3 Shares 16 Est. Cost $136.29 Unrealized 0.0%
KDP KEURIG DR PEPPER INC. 0.0%
Value ($000) $3 Shares 80 Est. Cost $31.58 Unrealized +4.6%
VIACOMCBS INC-CLASS B 0.0%
Value ($000) $3 Shares 206 Est. Cost $11.96 Unrealized
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD 0.0%
Value ($000) $3 Shares 101 Est. Cost $16.04 Unrealized +11.6%
SONY SONY CORP-SPONSORED ADR 0.0%
Value ($000) $3 Shares 105 Est. Cost $85.00 Unrealized
IBN ICICI BANK LTD SPON ADR 0.0%
Value ($000) $3 Shares 75 Est. Cost $23.08 Unrealized
BCE BCE INC 0.0%
Value ($000) $2 Shares 106 Est. Cost $31.57 Unrealized -33.3%
TWLO TWILIO INC CL A 0.0%
Value ($000) $2 Shares 19 Est. Cost $106.33 Unrealized 0.0%
RELX RELX PLC SPON ADR 0.0%
Value ($000) $2 Shares 47 Est. Cost $33.43 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $2 Shares 209 Est. Cost $24.78 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $145.24 Unrealized -3.0%
TXT TEXTRON INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $72.30 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH 0.0%
Value ($000) $2 Shares 12 Est. Cost $220.02 Unrealized 0.0%
REG REGENCY CENTERS CORP 0.0%
Value ($000) $2 Shares 31 Est. Cost $70.06 Unrealized -0.9%
GXO GXO LOGISTICS INC 0.0%
Value ($000) $2 Shares 44 Est. Cost $53.72 Unrealized -25.8%
SSYS STRATASYS LTD ADR 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.14 Unrealized 0.0%
LVS LAS VEGAS SANDS CORPORATION 0.0%
Value ($000) $2 Shares 40 Est. Cost $38.47 Unrealized 0.0%
SRE SEMPRA COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $59.14 Unrealized +22.7%
GOVT ISHARES US TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $22.98 Unrealized
WTW WILLIS TOWERS WATSON PLC 0.0%
Value ($000) $2 Shares 6 Est. Cost $322.30 Unrealized -4.6%
ARES Ares Management Corporation 0.0%
Value ($000) $2 Shares 10 Est. Cost $155.27 Unrealized 0.0%
GRAL GRAIL INC 0.0%
Value ($000) $2 Shares 54 Est. Cost $15.16 Unrealized +138.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $48.93 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $77.78 Unrealized +1.8%
TM TOYOTA MOTOR CORP - SPON ADR 0.0%
Value ($000) $2 Shares 10 Est. Cost $160.78 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $2 Shares 16 Est. Cost $109.10 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $2 Shares 10 Est. Cost $198.65 Unrealized -11.1%
SOLV SOLVENTUM CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $70.11 Unrealized +1.0%
WPP WPP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 59 Est. Cost $52.28 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $51.16 Unrealized -22.9%
ALB ALBEMARLE CORPORATION 0.0%
Value ($000) $2 Shares 23 Est. Cost $185.97 Unrealized -68.6%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $2 Shares 2 Est. Cost $196.69 Unrealized +246.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $1 Shares 32 Est. Cost $44.37 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $398.28 Unrealized +31.3%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $1 Shares 41 Est. Cost $37.80 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $37.81 Unrealized -0.3%
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.27 Unrealized 0.0%
AME AMETEK INC (NEW) 0.0%
Value ($000) $1 Shares 7 Est. Cost $138.26 Unrealized +23.9%
MNST MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $1 Shares 22 Est. Cost $52.12 Unrealized +17.2%
CERS CERUS CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.72 Unrealized -22.5%
FHN FIRST HORIZON CORP 0.0%
Value ($000) $1 Shares 56 Est. Cost $20.03 Unrealized -6.7%
SBRA SABRA HEALTH CARE REIT 0.0%
Value ($000) $1 Shares 65 Est. Cost $17.48 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $255.22 Unrealized -4.6%
AHR AMERICAN HEALTHCARE REIT 0.0%
Value ($000) $1 Shares 27 Est. Cost $30.30 Unrealized
GWW GRAINGER WW 0.0%
Value ($000) $1 Shares 1 Est. Cost $1025.88 Unrealized +0.7%
SNX TD SYNNEX CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $131.75 Unrealized -11.7%
GLPI GAMING AND LEISURE PROPERTIES, INC 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.91 Unrealized
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $63.22 Unrealized
KNX KNIGHT - SWIFT TRANSPORTATION 0.0%
Value ($000) $1 Shares 23 Est. Cost $50.81 Unrealized -17.2%
ELS EQUITY LIFESTYLE PROPERTIES INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $66.69 Unrealized
AA ALCOA CORP 0.0%
Value ($000) $1 Shares 31 Est. Cost $29.57 Unrealized -9.4%
RHP RYMAN HOSPITALITY PROPERTIES 0.0%
Value ($000) $1 Shares 9 Est. Cost $91.44 Unrealized
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $114.11 Unrealized
CUZ COUSINS PROPERTIES INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $29.52 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $39.13 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERG MKTS EQUITY ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.40 Unrealized
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $1 Shares 51 Est. Cost $17.04 Unrealized
ESS ESSEX PROPERTY TRUST INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $281.60 Unrealized -3.1%
RRX REGAL REXNORD CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $138.92 Unrealized -9.7%
PUTNAM PREMIER INCOME TRUST 0.0%
Value ($000) $1 Shares 208 Est. Cost $3.73 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $253.40 Unrealized -2.6%
NNN NATIONAL RETAIL PROPERTIES INC. 0.0%
Value ($000) $1 Shares 18 Est. Cost $42.67 Unrealized
COLD AMERICOLD REALTY TRUST 0.0%
Value ($000) $1 Shares 46 Est. Cost $21.46 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.94 Unrealized -27.8%
CSX CSX CORP. 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.43 Unrealized -8.2%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.00 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $117.07 Unrealized -5.0%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $63.64 Unrealized 0.0%
FAST FASTENAL COMPANY 0.0%
Value ($000) $1 Shares 14 Est. Cost $38.48 Unrealized +4.2%
BRX BRIXMOR PROPERTY GROUP INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $26.57 Unrealized
AIZ ASSURANT INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $206.01 Unrealized -5.6%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.22 Unrealized +3.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1 Shares 1 Est. Cost $684.44 Unrealized -18.7%
HALO HALOZYME THERAPEUTICS 0.0%
Value ($000) $1 Shares 9 Est. Cost $58.09 Unrealized -2.0%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $1 Shares 2 Est. Cost $272.92 Unrealized +40.3%
ABNB AIRBNB INC- CLASS A 0.0%
Value ($000) $1 Shares 4 Est. Cost $133.97 Unrealized -5.4%
KRC KILROY REALTY CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $32.79 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $145.49 Unrealized -20.7%
FMC FMC CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.23 Unrealized -9.3%
NHI NATIONAL HEALTH INVS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $73.86 Unrealized
GTE GRAN TIERRA ENERGY 0.0%
Value ($000) $0 Shares 100 Est. Cost $4.74 Unrealized 0.0%
BRSL BRIGHTSTAR LOTTERY PLC ADR 0.0%
Value ($000) $0 Shares 30 Est. Cost $12.66 Unrealized 0.0%
WAB WABTEC CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $190.90 Unrealized +0.4%
NTST NETSTREIT 0.0%
Value ($000) $0 Shares 19 Est. Cost $15.84 Unrealized
EG EVEREST GROUP, LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $343.73 Unrealized 0.0%
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost $106.04 Unrealized -21.5%
ENTG ENTEGRIS INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost $100.41 Unrealized -24.6%
DRH DIAMONDROCK HOSPITALITY CO 0.0%
Value ($000) $0 Shares 38 Est. Cost $7.71 Unrealized
IVT INVENTRUST PROPERTIES 0.0%
Value ($000) $0 Shares 10 Est. Cost $29.40 Unrealized
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $0 Shares 1 Est. Cost $252.23 Unrealized +1.5%
VAC MARRIOTT VACATIONS WORLDWIDE CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $79.49 Unrealized -20.6%
LINE LINEAGE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.60 Unrealized
OLN OLIN CORPORATION 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.30 Unrealized 0.0%
BFS SAUL CENTERS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.00 Unrealized
VAL/WS VALARIS LTD 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.00 Unrealized