Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 6, 2024

Total Value ($000): $967,285 (100.0% shares, 0.0% debt)

Holdings (509)

AAPL APPLE INC 5.5%
Value ($000) $52,819 Shares 274,341 Est. Cost $103.13 Unrealized +77.3%
MSFT MICROSOFT 3.4%
Value ($000) $33,362 Shares 88,718 Est. Cost $159.53 Unrealized +119.6%
QQQ INVESCO QQQ TRUST 3.3%
Value ($000) $31,932 Shares 77,973 Est. Cost $265.74 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 2.2%
Value ($000) $20,975 Shares 77,457 Est. Cost $203.73 Unrealized
SPY SPDR S&P 500 ETF 1.9%
Value ($000) $18,656 Shares 39,249 Est. Cost $368.59 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 1.8%
Value ($000) $17,380 Shares 774,143 Est. Cost $11.52 Unrealized +57.9%
AMZN AMAZON.COM INC 1.7%
Value ($000) $16,895 Shares 111,194 Est. Cost $123.14 Unrealized +13.8%
VYM VANGUARD HIGH DIVIDEND YIELD 1.7%
Value ($000) $16,590 Shares 148,614 Est. Cost $93.09 Unrealized
GOOGL GOOGLE INC 1.6%
Value ($000) $15,389 Shares 110,163 Est. Cost $108.86 Unrealized +22.5%
LLY ELI LILLY & CO COM 1.5%
Value ($000) $14,620 Shares 25,081 Est. Cost $88.66 Unrealized +548.7%
NOBL PROSHARES TR S&P 500 ARISTOCRATS 1.5%
Value ($000) $14,395 Shares 151,205 Est. Cost $74.65 Unrealized
GLD SPDR GOLD ETF 1.5%
Value ($000) $14,292 Shares 74,762 Est. Cost $175.15 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 1.3%
Value ($000) $12,763 Shares 8,116 Est. Cost $165.82 Unrealized +11.5%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $11,895 Shares 118,969 Est. Cost $60.67 Unrealized +60.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.2%
Value ($000) $11,509 Shares 32,268 Est. Cost $201.73 Unrealized +74.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.1%
Value ($000) $11,008 Shares 69,762 Est. Cost $114.93 Unrealized
JNJ JOHNSON & JOHNSON COM 1.1%
Value ($000) $10,316 Shares 65,814 Est. Cost $74.59 Unrealized +92.5%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $10,115 Shares 59,463 Est. Cost $87.77 Unrealized +65.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.0%
Value ($000) $9,609 Shares 56,387 Est. Cost $142.89 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ETF 1.0%
Value ($000) $9,538 Shares 95,577 Est. Cost $51.64 Unrealized
VTV VANGUARD VALUE ETF 1.0%
Value ($000) $9,501 Shares 63,548 Est. Cost $118.04 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.0%
Value ($000) $9,294 Shares 185,024 Est. Cost $47.34 Unrealized
IVV ISHARES S&P 500 INDEX 0.9%
Value ($000) $8,895 Shares 18,622 Est. Cost $372.88 Unrealized
PG PROCTER AND GAMBLE CO COM 0.9%
Value ($000) $8,331 Shares 56,848 Est. Cost $78.20 Unrealized +79.8%
NVDA NVIDIA CORP 0.9%
Value ($000) $8,224 Shares 16,607 Est. Cost $20.61 Unrealized +124.7%
PFE PFIZER INC COM 0.8%
Value ($000) $7,808 Shares 271,215 Est. Cost $26.79 Unrealized -1.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.8%
Value ($000) $7,728 Shares 143,584 Est. Cost $41.55 Unrealized
TSLA TESLA MOTORS INC 0.8%
Value ($000) $7,348 Shares 29,570 Est. Cost $227.58 Unrealized +4.4%
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $7,139 Shares 47,859 Est. Cost $103.68 Unrealized +32.9%
VTI VANGUARD TOTAL STK MKT 0.7%
Value ($000) $6,921 Shares 29,175 Est. Cost $196.54 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.7%
Value ($000) $6,780 Shares 425,639 Est. Cost $14.85 Unrealized
RTX RTX CORPORATION COM 0.7%
Value ($000) $6,535 Shares 77,670 Est. Cost $69.48 Unrealized +8.8%
UNH UNITEDHEALTH GROUP 0.6%
Value ($000) $6,125 Shares 11,633 Est. Cost $268.17 Unrealized +90.7%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $6,090 Shares 43,211 Est. Cost $110.34 Unrealized +22.1%
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 0.6%
Value ($000) $6,025 Shares 77,207 Est. Cost $62.32 Unrealized
V VISA INC 0.6%
Value ($000) $5,979 Shares 22,963 Est. Cost $143.27 Unrealized +69.4%
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.6%
Value ($000) $5,845 Shares 93,288 Est. Cost $56.86 Unrealized
BLFY BLUE FOUNDRY BANCORP COM 0.6%
Value ($000) $5,726 Shares 592,094 Est. Cost $13.51 Unrealized -36.4%
HD HOME DEPOT 0.6%
Value ($000) $5,654 Shares 16,315 Est. Cost $163.99 Unrealized +79.1%
SDY SPDR SER TR S&P DIVID ETF 0.6%
Value ($000) $5,351 Shares 42,820 Est. Cost $108.00 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.5%
Value ($000) $5,315 Shares 50,512 Est. Cost $90.08 Unrealized
ROP ROPER INDUSTRIES INC 0.5%
Value ($000) $5,203 Shares 9,543 Est. Cost $327.44 Unrealized +55.2%
VO VANGUARD MID CAP 0.5%
Value ($000) $5,078 Shares 21,826 Est. Cost $192.97 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.5%
Value ($000) $5,074 Shares 101,003 Est. Cost $41.27 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $5,018 Shares 91,263 Est. Cost $47.91 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.5%
Value ($000) $5,001 Shares 18,045 Est. Cost $218.42 Unrealized
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $4,899 Shares 29,952 Est. Cost $113.47 Unrealized +24.7%
ADBE ADOBE SYS INC 0.5%
Value ($000) $4,846 Shares 8,123 Est. Cost $424.31 Unrealized +35.9%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.5%
Value ($000) $4,809 Shares 61,867 Est. Cost $70.25 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $4,689 Shares 13,246 Est. Cost $186.46 Unrealized +73.4%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $4,638 Shares 21,740 Est. Cost $193.34 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $4,623 Shares 27,217 Est. Cost $84.49 Unrealized +82.0%
ABBV ABBVIE INC COM 0.5%
Value ($000) $4,455 Shares 28,748 Est. Cost $58.60 Unrealized +131.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.4%
Value ($000) $4,341 Shares 8 Est. Cost $385507.78 Unrealized +38.5%
SPHQ INVESCO S&P 500 QUALITY ETF 0.4%
Value ($000) $4,109 Shares 75,973 Est. Cost $45.78 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $4,025 Shares 68,296 Est. Cost $40.27 Unrealized +32.3%
MRK MERCK & CO INC 0.4%
Value ($000) $4,014 Shares 36,817 Est. Cost $50.82 Unrealized +90.5%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.4%
Value ($000) $3,878 Shares 52,717 Est. Cost $40.60 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $3,806 Shares 35,158 Est. Cost $87.62 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $3,756 Shares 74,350 Est. Cost $23.36 Unrealized +105.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $3,754 Shares 12,381 Est. Cost $209.61 Unrealized
BAC BANK AMERICA CORP COM 0.4%
Value ($000) $3,520 Shares 104,531 Est. Cost $14.51 Unrealized +90.3%
CAT CATERPILLAR INC COM 0.3%
Value ($000) $3,383 Shares 11,441 Est. Cost $144.37 Unrealized +74.0%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $3,344 Shares 10,757 Est. Cost $265.12 Unrealized
UNP UNION PAC CORP COM 0.3%
Value ($000) $3,313 Shares 13,489 Est. Cost $144.09 Unrealized +45.2%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $3,285 Shares 35,018 Est. Cost $48.29 Unrealized +80.7%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $3,273 Shares 11,039 Est. Cost $143.36 Unrealized +80.4%
CGUS CAPITAL GROUP CORE EQUITY ETF 0.3%
Value ($000) $3,256 Shares 115,049 Est. Cost $22.68 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $3,249 Shares 40,594 Est. Cost $68.52 Unrealized
BX BLACKSTONE GROUP LP 0.3%
Value ($000) $3,151 Shares 24,066 Est. Cost $75.36 Unrealized +35.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $3,097 Shares 17,206 Est. Cost $167.99 Unrealized
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $3,059 Shares 11,781 Est. Cost $174.66 Unrealized +34.1%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $2,984 Shares 45,962 Est. Cost $61.90 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $2,956 Shares 5,568 Est. Cost $248.69 Unrealized +93.3%
CI CIGNA CORP 0.3%
Value ($000) $2,907 Shares 9,707 Est. Cost $215.80 Unrealized +30.1%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.3%
Value ($000) $2,886 Shares 96,712 Est. Cost $20.03 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $2,878 Shares 6,588 Est. Cost $349.69 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.3%
Value ($000) $2,845 Shares 24,267 Est. Cost $112.47 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,835 Shares 6,254 Est. Cost $298.72 Unrealized +39.7%
PIONEER NATURAL RESOURCES CO 0.3%
Value ($000) $2,793 Shares 12,421 Est. Cost $234.11 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $2,661 Shares 11,423 Est. Cost $93.15 Unrealized +138.4%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $2,642 Shares 15,986 Est. Cost $145.52 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $2,635 Shares 3,991 Est. Cost $330.75 Unrealized +73.4%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $2,500 Shares 66,310 Est. Cost $30.71 Unrealized +1.0%
MOAT MARKET VECTORS ETF TRMORNINGSTAR WIDE MOAT RESEARCHETF 0.3%
Value ($000) $2,491 Shares 29,355 Est. Cost $69.21 Unrealized
ELV ELEVANCE HEALTH INC COM 0.3%
Value ($000) $2,491 Shares 5,281 Est. Cost $341.08 Unrealized +30.9%
SO SOUTHERN CO COM 0.3%
Value ($000) $2,489 Shares 35,492 Est. Cost $40.98 Unrealized +55.6%
INTC INTEL CORP COM 0.3%
Value ($000) $2,440 Shares 48,560 Est. Cost $29.99 Unrealized +33.5%
AMLP ALPS TRUST ETF ALERIAN MLP 0.2%
Value ($000) $2,417 Shares 56,840 Est. Cost $34.73 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.2%
Value ($000) $2,397 Shares 23,029 Est. Cost $91.62 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $2,365 Shares 29,955 Est. Cost $61.25 Unrealized +6.8%
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $2,278 Shares 39,656 Est. Cost $32.93 Unrealized +56.5%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,244 Shares 21,285 Est. Cost $61.83 Unrealized +72.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $2,239 Shares 10,676 Est. Cost $125.86 Unrealized +36.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $2,233 Shares 46,622 Est. Cost $44.96 Unrealized
SPROTT FOCUS TR INC COM 0.2%
Value ($000) $2,179 Shares 272,375 Est. Cost $8.60 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $2,156 Shares 5,392 Est. Cost $318.57 Unrealized +14.6%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $2,138 Shares 18,416 Est. Cost $76.73 Unrealized +43.0%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $2,122 Shares 12,433 Est. Cost $133.01 Unrealized +29.2%
BA BOEING CO COM 0.2%
Value ($000) $2,110 Shares 8,094 Est. Cost $153.56 Unrealized +39.3%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $2,108 Shares 16,518 Est. Cost $62.79 Unrealized +45.7%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.2%
Value ($000) $2,087 Shares 77,321 Est. Cost $31.80 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $2,076 Shares 18,858 Est. Cost $59.06 Unrealized +62.7%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.2%
Value ($000) $2,042 Shares 26,386 Est. Cost $78.69 Unrealized
WPM SILVER WHEATON CORP 0.2%
Value ($000) $2,028 Shares 41,103 Est. Cost $40.41 Unrealized +10.1%
AVGO AVAGO TECHNOLOGIES LTD 0.2%
Value ($000) $2,008 Shares 1,798 Est. Cost $37.28 Unrealized +147.4%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $2,004 Shares 12,924 Est. Cost $111.29 Unrealized +29.6%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.2%
Value ($000) $1,984 Shares 46,062 Est. Cost $43.07 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $1,972 Shares 13,185 Est. Cost $132.91 Unrealized -3.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,930 Shares 20,513 Est. Cost $66.64 Unrealized +25.6%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $1,921 Shares 25,580 Est. Cost $82.40 Unrealized
RAAX VANECK INFLATION ALLOCATION ETF 0.2%
Value ($000) $1,855 Shares 72,649 Est. Cost $25.88 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.2%
Value ($000) $1,842 Shares 28,334 Est. Cost $41.55 Unrealized
VXUS VANGUARD TOTAL INTL STOCK IDEX ETF 0.2%
Value ($000) $1,800 Shares 31,052 Est. Cost $55.22 Unrealized
VDE VANGUARD ENERGY 0.2%
Value ($000) $1,783 Shares 15,206 Est. Cost $102.26 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,755 Shares 6,093 Est. Cost $169.11 Unrealized +50.8%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,752 Shares 4,540 Est. Cost $204.62 Unrealized +55.3%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.2%
Value ($000) $1,739 Shares 4,613 Est. Cost $275.92 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.2%
Value ($000) $1,734 Shares 17,672 Est. Cost $81.49 Unrealized -0.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $1,731 Shares 22,735 Est. Cost $54.10 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $1,729 Shares 33,694 Est. Cost $46.48 Unrealized +1.2%
NSC NORFOLK SOUTHERN CRP 0.2%
Value ($000) $1,717 Shares 7,264 Est. Cost $93.75 Unrealized +113.5%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $1,692 Shares 21,826 Est. Cost $170.29 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $1,689 Shares 10,713 Est. Cost $37.80 Unrealized +36.6%
PRF POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $1,683 Shares 47,814 Est. Cost $56.82 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $1,660 Shares 9,547 Est. Cost $137.21 Unrealized
STRV STRIVE 500 ETF 0.2%
Value ($000) $1,659 Shares 54,261 Est. Cost $30.57 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.2%
Value ($000) $1,632 Shares 38,591 Est. Cost $36.07 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,607 Shares 35,470 Est. Cost $46.56 Unrealized -8.9%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $1,549 Shares 6,179 Est. Cost $227.78 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,546 Shares 25,451 Est. Cost $64.37 Unrealized -17.0%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $1,538 Shares 17,195 Est. Cost $63.63 Unrealized +26.1%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $1,484 Shares 14,982 Est. Cost $79.09 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,478 Shares 36,632 Est. Cost $22.85 Unrealized +52.3%
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $1,475 Shares 2,560 Est. Cost $474.31 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.2%
Value ($000) $1,475 Shares 15,566 Est. Cost $83.11 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.2%
Value ($000) $1,454 Shares 3,004 Est. Cost $366.20 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,445 Shares 9,333 Est. Cost $109.05 Unrealized +10.0%
GLDM SPDR GOLD MINISHARES TRUST 0.1%
Value ($000) $1,427 Shares 34,873 Est. Cost $38.68 Unrealized
FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31 0.1%
Value ($000) $1,416 Shares 12,779 Est. Cost $132.34 Unrealized -9.8%
IDXX IDEXX LABS INC 0.1%
Value ($000) $1,403 Shares 2,528 Est. Cost $296.30 Unrealized +58.4%
MA MASTERCARD INC 0.1%
Value ($000) $1,397 Shares 3,275 Est. Cost $289.34 Unrealized +37.2%
MMM 3M CO COM 0.1%
Value ($000) $1,364 Shares 12,473 Est. Cost $98.48 Unrealized -23.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,360 Shares 1,796 Est. Cost $701.12 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $1,352 Shares 20,336 Est. Cost $48.91 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,334 Shares 2,882 Est. Cost $188.09 Unrealized +139.4%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,329 Shares 14,722 Est. Cost $106.35 Unrealized -18.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1,317 Shares 13,573 Est. Cost $66.06 Unrealized +26.9%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,311 Shares 6,529 Est. Cost $184.48 Unrealized
GOLDMAN SACHS PHYSICAL GOLD ETF 0.1%
Value ($000) $1,307 Shares 63,952 Est. Cost $17.59 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,296 Shares 8,958 Est. Cost $114.62 Unrealized +3.2%
DHR DANAHER CORP 0.1%
Value ($000) $1,279 Shares 5,528 Est. Cost $205.56 Unrealized +2.3%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,267 Shares 63,230 Est. Cost $12.72 Unrealized +25.5%
T AT&T INC COM 0.1%
Value ($000) $1,265 Shares 75,358 Est. Cost $13.26 Unrealized +7.2%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.1%
Value ($000) $1,258 Shares 12,041 Est. Cost $106.73 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $1,249 Shares 5,212 Est. Cost $171.48 Unrealized +26.4%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $1,230 Shares 8,986 Est. Cost $96.73 Unrealized
VTIP VANGUARD SHORT TERM INFL-PROTECTED 0.1%
Value ($000) $1,223 Shares 25,752 Est. Cost $50.65 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.1%
Value ($000) $1,220 Shares 45,108 Est. Cost $24.62 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $1,220 Shares 7,261 Est. Cost $142.08 Unrealized
KKR KKR & CO LP 0.1%
Value ($000) $1,216 Shares 14,672 Est. Cost $45.99 Unrealized +45.3%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $1,214 Shares 13,154 Est. Cost $66.83 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,186 Shares 19,212 Est. Cost $57.38 Unrealized -9.3%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,178 Shares 5,291 Est. Cost $131.15 Unrealized +48.5%
DOW DOW INC COM 0.1%
Value ($000) $1,173 Shares 21,396 Est. Cost $43.56 Unrealized +2.5%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,167 Shares 14,710 Est. Cost $37.35 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $1,163 Shares 6,105 Est. Cost $147.51 Unrealized +13.0%
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $1,154 Shares 16,487 Est. Cost $30.52 Unrealized +91.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,151 Shares 11,985 Est. Cost $62.01 Unrealized +48.7%
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.1%
Value ($000) $1,148 Shares 42,771 Est. Cost $26.85 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $1,134 Shares 2,761 Est. Cost $325.38 Unrealized +17.9%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $1,127 Shares 16,047 Est. Cost $47.34 Unrealized +27.5%
EBC EASTERN BANKSHARES INC COM 0.1%
Value ($000) $1,120 Shares 78,865 Est. Cost $13.23 Unrealized -11.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,105 Shares 7,894 Est. Cost $96.68 Unrealized +29.0%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value ($000) $1,089 Shares 4,152 Est. Cost $248.40 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.1%
Value ($000) $1,087 Shares 34,855 Est. Cost $35.55 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,073 Shares 13,463 Est. Cost $65.51 Unrealized +9.5%
RIO RIO TINTO PLC SPON ADR 0.1%
Value ($000) $1,070 Shares 14,366 Est. Cost $58.04 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,069 Shares 30,840 Est. Cost $29.11 Unrealized +6.0%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $1,068 Shares 28,406 Est. Cost $32.25 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $1,051 Shares 40,960 Est. Cost $25.27 Unrealized
SLV ISHARES SILVER TRUST ETF 0.1%
Value ($000) $1,049 Shares 48,176 Est. Cost $22.08 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $1,044 Shares 4,838 Est. Cost $188.09 Unrealized -6.9%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $1,042 Shares 2,054 Est. Cost $394.81 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $1,039 Shares 8,271 Est. Cost $116.80 Unrealized -7.1%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,011 Shares 12,272 Est. Cost $76.45 Unrealized -6.5%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,003 Shares 11,964 Est. Cost $67.45 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $1,000 Shares 2,848 Est. Cost $152.94 Unrealized +104.4%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $999 Shares 19,686 Est. Cost $38.48 Unrealized +12.3%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $995 Shares 13,732 Est. Cost $46.75 Unrealized +37.6%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $994 Shares 5,896 Est. Cost $148.35 Unrealized
FCX FREEPORT MCMORAN COPPER 0.1%
Value ($000) $987 Shares 23,188 Est. Cost $35.18 Unrealized +2.1%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $986 Shares 9,480 Est. Cost $69.36 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $985 Shares 13,645 Est. Cost $60.13 Unrealized +12.7%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $982 Shares 10,091 Est. Cost $56.40 Unrealized +56.2%
RPG IS GUGGENHEIM S&P 500 PURE GROWTH EFT 0.1%
Value ($000) $980 Shares 30,380 Est. Cost $54.75 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $957 Shares 5,340 Est. Cost $95.63 Unrealized +69.9%
BSV VANGUARD SHORT TERM BOND 0.1%
Value ($000) $955 Shares 12,405 Est. Cost $71.18 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $945 Shares 18,627 Est. Cost $50.73 Unrealized
STX SEAGATE TECHNOLOGY 0.1%
Value ($000) $941 Shares 11,020 Est. Cost $50.24 Unrealized +40.5%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $939 Shares 11,131 Est. Cost $70.69 Unrealized
IXN ISHARES TRUST S&P GLOBAL INFO TECHNOLOGY 0.1%
Value ($000) $934 Shares 13,695 Est. Cost $67.73 Unrealized
PBT PERMIAN BASIN REALTY 0.1%
Value ($000) $932 Shares 66,792 Est. Cost $7.82 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $930 Shares 4,116 Est. Cost $116.15 Unrealized +84.0%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $922 Shares 7,510 Est. Cost $101.25 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $918 Shares 2,941 Est. Cost $230.63 Unrealized +14.5%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $916 Shares 18,619 Est. Cost $35.16 Unrealized +16.7%
SON SONOCO PRODS CO COM 0.1%
Value ($000) $914 Shares 16,368 Est. Cost $39.83 Unrealized +24.4%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $907 Shares 1,094 Est. Cost $337.09 Unrealized +124.4%
PXE INVESCO ENERGY EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $901 Shares 29,172 Est. Cost $27.54 Unrealized
BOND PIMCO ACTIVE BOND ETF 0.1%
Value ($000) $897 Shares 9,705 Est. Cost $90.26 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $894 Shares 25,935 Est. Cost $27.70 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $879 Shares 6,412 Est. Cost $139.36 Unrealized -15.8%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $878 Shares 6,465 Est. Cost $135.20 Unrealized
VGK VANGUARD EUROPEAN 0.1%
Value ($000) $875 Shares 13,575 Est. Cost $63.47 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $865 Shares 8,409 Est. Cost $100.54 Unrealized
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $864 Shares 12,736 Est. Cost $39.66 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $856 Shares 8,269 Est. Cost $94.82 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.1%
Value ($000) $852 Shares 17,735 Est. Cost $48.03 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $848 Shares 6,699 Est. Cost $80.53 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $845 Shares 5,930 Est. Cost $144.20 Unrealized -21.6%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $843 Shares 3,079 Est. Cost $188.04 Unrealized +37.9%
EOG EOG RESOURCES INC 0.1%
Value ($000) $843 Shares 6,966 Est. Cost $101.26 Unrealized +14.1%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $842 Shares 3,484 Est. Cost $145.83 Unrealized +56.3%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $822 Shares 3,166 Est. Cost $213.34 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $816 Shares 5,190 Est. Cost $120.36 Unrealized +11.5%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $813 Shares 5,514 Est. Cost $94.14 Unrealized +25.2%
C CITIGROUP INC 0.1%
Value ($000) $811 Shares 15,771 Est. Cost $47.58 Unrealized -13.1%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $811 Shares 3,597 Est. Cost $130.53 Unrealized +52.1%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.1%
Value ($000) $797 Shares 11,750 Est. Cost $91.03 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $778 Shares 18,936 Est. Cost $47.18 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $770 Shares 2,570 Est. Cost $169.40 Unrealized +62.2%
LAMR LAMAR ADVERTISING CO A CLASS A 0.1%
Value ($000) $765 Shares 7,199 Est. Cost $85.68 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $759 Shares 13,221 Est. Cost $42.06 Unrealized +10.5%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $755 Shares 15,576 Est. Cost $53.93 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.1%
Value ($000) $750 Shares 38,671 Est. Cost $0.02 Unrealized
EWX SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETF 0.1%
Value ($000) $747 Shares 13,230 Est. Cost $57.44 Unrealized
HTGC HERCULES CAPITAL INC COM 0.1%
Value ($000) $741 Shares 44,472 Est. Cost $14.09 Unrealized +12.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $735 Shares 3,920 Est. Cost $131.94 Unrealized +19.0%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $731 Shares 206 Est. Cost $2193.11 Unrealized +39.9%
KMI KINDER MORGAN INC 0.1%
Value ($000) $719 Shares 40,740 Est. Cost $15.83 Unrealized -3.1%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $713 Shares 5,857 Est. Cost $130.86 Unrealized -11.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $708 Shares 16,143 Est. Cost $35.88 Unrealized +11.7%
EASTERLY GOVT PPTYS INC COM 0.1%
Value ($000) $707 Shares 52,594 Est. Cost $14.78 Unrealized
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 0.1%
Value ($000) $701 Shares 4,836 Est. Cost $101.31 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $691 Shares 6,385 Est. Cost $114.33 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $691 Shares 3,280 Est. Cost $169.92 Unrealized +14.6%
VV VANGUARD LARGE CAP 0.1%
Value ($000) $673 Shares 3,086 Est. Cost $163.77 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $670 Shares 12,867 Est. Cost $30.73 Unrealized +66.7%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $669 Shares 7,569 Est. Cost $97.75 Unrealized
GTY GETTY RLTY CORP NEW 0.1%
Value ($000) $666 Shares 22,804 Est. Cost $27.26 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $664 Shares 9,435 Est. Cost $59.13 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $659 Shares 2,514 Est. Cost $165.59 Unrealized +37.3%
AWR AMER STATES WTR CO COM 0.1%
Value ($000) $650 Shares 8,079 Est. Cost $67.53 Unrealized +12.6%
NVS NOVARTIS AG ADR 0.1%
Value ($000) $647 Shares 6,406 Est. Cost $80.53 Unrealized
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $640 Shares 9,299 Est. Cost $65.29 Unrealized -14.0%
NEXTERA ENERGY INC UNIT 09/01/25 0.1%
Value ($000) $640 Shares 16,780 Est. Cost $42.49 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $631 Shares 13,703 Est. Cost $50.83 Unrealized
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $630 Shares 43,722 Est. Cost $16.36 Unrealized -24.6%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $629 Shares 662 Est. Cost $17.20 Unrealized +267.4%
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $626 Shares 6,849 Est. Cost $91.65 Unrealized
SLG SL GREEN RLTY CORP COM 0.1%
Value ($000) $622 Shares 13,774 Est. Cost $12.35 Unrealized
NFLX NETFLIX COM INC 0.1%
Value ($000) $617 Shares 1,268 Est. Cost $47.59 Unrealized -8.3%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $616 Shares 5,294 Est. Cost $92.05 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $613 Shares 8,105 Est. Cost $72.72 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $610 Shares 2,533 Est. Cost $117.22 Unrealized +83.9%
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $609 Shares 2,679 Est. Cost $121.54 Unrealized
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 0.1%
Value ($000) $607 Shares 12,616 Est. Cost $48.13 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $606 Shares 17,404 Est. Cost $23.10 Unrealized +39.3%
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.1%
Value ($000) $604 Shares 8,940 Est. Cost $67.57 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $602 Shares 42,220 Est. Cost $13.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $599 Shares 22,717 Est. Cost $37.13 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $598 Shares 20,866 Est. Cost $27.63 Unrealized -15.2%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $592 Shares 4,020 Est. Cost $137.15 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $590 Shares 2,242 Est. Cost $155.52 Unrealized +43.8%
INTU INTUIT INC 0.1%
Value ($000) $588 Shares 941 Est. Cost $371.48 Unrealized +46.6%
MS MORGAN STANLEY 0.1%
Value ($000) $577 Shares 6,186 Est. Cost $83.66 Unrealized -10.6%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $573 Shares 15,517 Est. Cost $44.50 Unrealized -36.6%
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.1%
Value ($000) $569 Shares 26,776 Est. Cost $21.83 Unrealized -9.7%
VPU VANGUARD UTILITIES 0.1%
Value ($000) $567 Shares 4,136 Est. Cost $140.16 Unrealized
BLACKROCK INC 0.1%
Value ($000) $563 Shares 693 Est. Cost $584.01 Unrealized
NKE NIKE INC CLASS B 0.1%
Value ($000) $563 Shares 5,183 Est. Cost $79.98 Unrealized +28.8%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $562 Shares 10,794 Est. Cost $34.04 Unrealized +28.3%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $560 Shares 8,082 Est. Cost $69.92 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $560 Shares 1,703 Est. Cost $307.93 Unrealized -5.0%
SYY SYSCO CORP COM 0.1%
Value ($000) $554 Shares 7,578 Est. Cost $49.83 Unrealized +30.2%
FAST FASTENAL CO 0.1%
Value ($000) $553 Shares 8,539 Est. Cost $21.99 Unrealized +30.4%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.1%
Value ($000) $551 Shares 12,985 Est. Cost $37.18 Unrealized
NY COMMUNITY BANCORP INC 0.1%
Value ($000) $550 Shares 53,775 Est. Cost $6.17 Unrealized
NNN NATIONAL RETAIL PPTYS 0.1%
Value ($000) $550 Shares 12,755 Est. Cost $39.21 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $548 Shares 3,817 Est. Cost $130.89 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $544 Shares 2,231 Est. Cost $172.60 Unrealized +24.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $544 Shares 8,361 Est. Cost $48.01 Unrealized
AIN ALBANY INTL CORP NEWCL A 0.1%
Value ($000) $538 Shares 5,478 Est. Cost $76.02 Unrealized +11.2%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $529 Shares 12,214 Est. Cost $24.95 Unrealized +32.7%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $527 Shares 1,126 Est. Cost $450.67 Unrealized +0.3%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $526 Shares 5,303 Est. Cost $30.52 Unrealized +42.1%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $525 Shares 8,777 Est. Cost $54.35 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $523 Shares 8,499 Est. Cost $32.63 Unrealized +60.3%
CWEN/A CLEARWAY ENERGY INC CL A 0.1%
Value ($000) $516 Shares 20,160 Est. Cost $23.59 Unrealized -19.0%
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $514 Shares 7,522 Est. Cost $50.50 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $503 Shares 3,456 Est. Cost $146.99 Unrealized
AWK AMERICAN WATER WORKS CO 0.1%
Value ($000) $503 Shares 3,814 Est. Cost $114.83 Unrealized +4.5%
COLB COLUMBIA BKG SYS INC COM 0.1%
Value ($000) $503 Shares 18,855 Est. Cost $22.68 Unrealized -13.9%
GDXJ MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW 0.1%
Value ($000) $501 Shares 13,227 Est. Cost $36.44 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $497 Shares 7,680 Est. Cost $43.58 Unrealized
AMBP ARDAGH METAL PACKAGING S A SHS 0.1%
Value ($000) $497 Shares 129,372 Est. Cost $3.96 Unrealized -29.4%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $496 Shares 6,583 Est. Cost $68.79 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.1%
Value ($000) $490 Shares 10,716 Est. Cost $43.29 Unrealized
BUFR FT CBOE VEST FUND OF BUFFER ETFS 0.1%
Value ($000) $484 Shares 18,215 Est. Cost $26.57 Unrealized
TOTAL SA ADR 0.0%
Value ($000) $483 Shares 7,166 Est. Cost $46.46 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $481 Shares 2,924 Est. Cost $182.71 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $479 Shares 4,159 Est. Cost $110.27 Unrealized -17.7%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $478 Shares 5,823 Est. Cost $81.80 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $476 Shares 1,412 Est. Cost $315.37 Unrealized -5.5%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $469 Shares 19,628 Est. Cost $0.02 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $468 Shares 8,700 Est. Cost $48.64 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $467 Shares 3,841 Est. Cost $103.85 Unrealized +7.1%
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $464 Shares 11,882 Est. Cost $34.68 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $463 Shares 7,559 Est. Cost $47.83 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $460 Shares 8,657 Est. Cost $49.45 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $459 Shares 9,301 Est. Cost $46.81 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.0%
Value ($000) $453 Shares 32,861 Est. Cost $9.89 Unrealized
ONEY SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value ($000) $450 Shares 4,465 Est. Cost $100.74 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $446 Shares 2,351 Est. Cost $137.96 Unrealized +35.5%
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $443 Shares 30,457 Est. Cost $5.03 Unrealized
DISCOVER FINANCIAL SERVICES LLC 0.0%
Value ($000) $427 Shares 3,802 Est. Cost $93.11 Unrealized
PRFZ POWERSHARES FTSE RAFI US 1500 S/M PT 0.0%
Value ($000) $427 Shares 11,389 Est. Cost $63.16 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.0%
Value ($000) $427 Shares 6,334 Est. Cost $63.10 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $425 Shares 543 Est. Cost $550.49 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $424 Shares 12,158 Est. Cost $0.40 Unrealized
MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 0.0%
Value ($000) $424 Shares 5,568 Est. Cost $91.20 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $424 Shares 2,757 Est. Cost $54.25 Unrealized +151.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $421 Shares 1,726 Est. Cost $137.13 Unrealized +72.5%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $419 Shares 4,114 Est. Cost $93.94 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $417 Shares 5,393 Est. Cost $71.08 Unrealized -1.8%
PID POWERSHARES INTL DIVID ACHIEVERS PORT 0.0%
Value ($000) $411 Shares 22,272 Est. Cost $14.58 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $411 Shares 3,448 Est. Cost $95.99 Unrealized +15.7%
YUM YUM! BRANDS INC 0.0%
Value ($000) $410 Shares 3,134 Est. Cost $103.86 Unrealized +15.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $408 Shares 5,308 Est. Cost $26.13 Unrealized +11.0%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $404 Shares 2,048 Est. Cost $170.46 Unrealized +1.4%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $402 Shares 3,605 Est. Cost $66.62 Unrealized +49.8%
SLYG SPDR SER TR DJ WILSHIRE SMALL CAP GROWTH ETF 0.0%
Value ($000) $399 Shares 4,768 Est. Cost $85.05 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $399 Shares 2,995 Est. Cost $80.39 Unrealized +38.1%
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $398 Shares 19,000 Est. Cost $0.02 Unrealized
WU WESTERN UNION COMPANY 0.0%
Value ($000) $398 Shares 33,381 Est. Cost $14.38 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $396 Shares 2,444 Est. Cost $120.45 Unrealized +19.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $394 Shares 3,033 Est. Cost $95.88 Unrealized +24.5%
CP CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $389 Shares 4,915 Est. Cost $75.65 Unrealized -4.7%
BGS B&G FOODS INC CLASS A 0.0%
Value ($000) $383 Shares 36,462 Est. Cost $12.11 Unrealized -41.3%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $381 Shares 1,291 Est. Cost $86.33 Unrealized +54.9%
PBR PETROLEO BRASILEIRO SA PETROBRAS 0.0%
Value ($000) $380 Shares 23,820 Est. Cost $15.97 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $380 Shares 3,266 Est. Cost $116.45 Unrealized
TD TORONTO DOMINION BANK 0.0%
Value ($000) $376 Shares 5,819 Est. Cost $49.04 Unrealized +22.3%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $370 Shares 3,739 Est. Cost $98.90 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $369 Shares 1,458 Est. Cost $197.99 Unrealized +22.4%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $368 Shares 7,220 Est. Cost $36.59 Unrealized +6.1%
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $365 Shares 41,624 Est. Cost $5.24 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $364 Shares 5,946 Est. Cost $48.71 Unrealized +17.6%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $363 Shares 4,666 Est. Cost $44.00 Unrealized +45.1%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $359 Shares 10,778 Est. Cost $30.37 Unrealized
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $358 Shares 11,244 Est. Cost $17.13 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $358 Shares 5,406 Est. Cost $63.52 Unrealized -7.5%
F FORD MOTOR COMPANY 0.0%
Value ($000) $356 Shares 29,221 Est. Cost $11.55 Unrealized -16.6%
ZS ZSCALER INC COM 0.0%
Value ($000) $354 Shares 1,598 Est. Cost $185.19 Unrealized 0.0%
BAR GRANITESHARES GOLD SHARES 0.0%
Value ($000) $351 Shares 17,231 Est. Cost $18.28 Unrealized
CCJ CAMECO CORP F 0.0%
Value ($000) $350 Shares 8,115 Est. Cost $19.45 Unrealized +114.1%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $349 Shares 6,900 Est. Cost $62.11 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $343 Shares 2,937 Est. Cost $73.14 Unrealized +57.4%
CACI CACI INTL INC CL A 0.0%
Value ($000) $343 Shares 1,059 Est. Cost $266.67 Unrealized +21.7%
FLNG FLEX LNG LTD SHS 0.0%
Value ($000) $340 Shares 11,714 Est. Cost $22.82 Unrealized -0.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $339 Shares 4,180 Est. Cost $64.50 Unrealized +11.9%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $338 Shares 3,389 Est. Cost $25.24 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $337 Shares 2,957 Est. Cost $97.78 Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.0%
Value ($000) $337 Shares 12,182 Est. Cost $27.63 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $336 Shares 5,635 Est. Cost $57.52 Unrealized
AVANGRID INC COM 0.0%
Value ($000) $335 Shares 10,331 Est. Cost $29.90 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $335 Shares 3,247 Est. Cost $86.33 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $332 Shares 1,780 Est. Cost $90.32 Unrealized +96.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $327 Shares 6,818 Est. Cost $29.85 Unrealized +56.0%
KEY KEYCORP COM 0.0%
Value ($000) $325 Shares 22,539 Est. Cost $11.47 Unrealized -7.1%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $324 Shares 5,627 Est. Cost $54.18 Unrealized -6.4%
EATON VANCE TAX MANAGED BUY WRITE 0.0%
Value ($000) $322 Shares 26,080 Est. Cost $13.98 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $321 Shares 3,064 Est. Cost $1.02 Unrealized
TEEKAY TANKERS CL A 0.0%
Value ($000) $319 Shares 6,375 Est. Cost $42.93 Unrealized
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $319 Shares 1,044 Est. Cost $243.00 Unrealized -0.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $317 Shares 2,134 Est. Cost $88.45 Unrealized +60.5%
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 0.0%
Value ($000) $313 Shares 12,920 Est. Cost $24.26 Unrealized
JEPQ J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $313 Shares 6,264 Est. Cost $49.93 Unrealized
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.0%
Value ($000) $310 Shares 6,370 Est. Cost $44.19 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $309 Shares 5,291 Est. Cost $58.33 Unrealized
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $302 Shares 5,920 Est. Cost $0.05 Unrealized
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $299 Shares 6,300 Est. Cost $46.19 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $295 Shares 2,568 Est. Cost $136.35 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $295 Shares 1,731 Est. Cost $158.90 Unrealized -8.4%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $293 Shares 3,252 Est. Cost $76.96 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $291 Shares 9,654 Est. Cost $23.73 Unrealized +8.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $288 Shares 1,366 Est. Cost $200.35 Unrealized -10.2%
MSB MESABI TR CTF BEN INT 0.0%
Value ($000) $287 Shares 14,037 Est. Cost $24.53 Unrealized
AON AON CORP 0.0%
Value ($000) $286 Shares 983 Est. Cost $241.37 Unrealized +30.6%
ANEW PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF 0.0%
Value ($000) $285 Shares 7,475 Est. Cost $42.98 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $285 Shares 5,575 Est. Cost $51.05 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $284 Shares 5,485 Est. Cost $46.94 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $283 Shares 618 Est. Cost $438.86 Unrealized +9.3%
AFL AFLAC INC COM 0.0%
Value ($000) $281 Shares 3,411 Est. Cost $62.73 Unrealized +22.7%
MGC VANGUARD MEGA CAP 300 ETF 0.0%
Value ($000) $281 Shares 1,660 Est. Cost $143.52 Unrealized
EES WISDOMTREE TR SMALLCAP EARNING FD 0.0%
Value ($000) $281 Shares 5,640 Est. Cost $49.23 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $281 Shares 5,872 Est. Cost $46.32 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $280 Shares 178 Est. Cost $1262.22 Unrealized +12.3%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $277 Shares 4,854 Est. Cost $45.65 Unrealized +19.2%
ISCV ISHARES MORNINGSTAR SMALL VALUE INDEX 0.0%
Value ($000) $276 Shares 4,657 Est. Cost $59.21 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $274 Shares 1,953 Est. Cost $122.67 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $273 Shares 20,184 Est. Cost $9.80 Unrealized +13.6%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $272 Shares 9,485 Est. Cost $28.64 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.0%
Value ($000) $272 Shares 7,440 Est. Cost $36.50 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $271 Shares 8,144 Est. Cost $29.66 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $270 Shares 4,675 Est. Cost $57.84 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $270 Shares 1,694 Est. Cost $95.07 Unrealized +50.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $270 Shares 2,963 Est. Cost $78.28 Unrealized +6.1%
GDX MARKET VECTORS GOLD MINERS INDEX ETF 0.0%
Value ($000) $268 Shares 8,634 Est. Cost $31.95 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $267 Shares 3,980 Est. Cost $50.02 Unrealized +12.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $266 Shares 463 Est. Cost $382.23 Unrealized +21.1%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $264 Shares 11,233 Est. Cost $15.01 Unrealized +25.3%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $261 Shares 3,541 Est. Cost $60.05 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.0%
Value ($000) $260 Shares 640 Est. Cost $238.34 Unrealized +55.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $260 Shares 3,841 Est. Cost $60.81 Unrealized 0.0%
XHB SPDR S&P HOMEBUILDERETF 0.0%
Value ($000) $260 Shares 2,720 Est. Cost $76.56 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $260 Shares 12,228 Est. Cost $21.71 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $259 Shares 4,938 Est. Cost $40.34 Unrealized
CTRA CABOT OIL & GAS CP COM 0.0%
Value ($000) $258 Shares 10,113 Est. Cost $21.05 Unrealized +18.5%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $257 Shares 2,792 Est. Cost $92.17 Unrealized
FISV FISERV INC 0.0%
Value ($000) $255 Shares 1,918 Est. Cost $122.71 Unrealized 0.0%
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $255 Shares 3,335 Est. Cost $76.39 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.0%
Value ($000) $253 Shares 1,367 Est. Cost $187.24 Unrealized
FERG1GBX FERGUSON PLC NEW SHS 0.0%
Value ($000) $252 Shares 1,306 Est. Cost $193.11 Unrealized
NOW SERVICE NOW INC 0.0%
Value ($000) $250 Shares 354 Est. Cost $126.04 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES 0.0%
Value ($000) $250 Shares 616 Est. Cost $160.13 Unrealized +22.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $248 Shares 3,376 Est. Cost $24.32 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $247 Shares 1,244 Est. Cost $154.81 Unrealized +11.2%
EXC EXELON CORP COM 0.0%
Value ($000) $247 Shares 6,876 Est. Cost $23.77 Unrealized +49.4%
EQT EQT CORP COM 0.0%
Value ($000) $246 Shares 6,366 Est. Cost $19.07 Unrealized +106.1%
GLW CORNING INC COM 0.0%
Value ($000) $245 Shares 8,058 Est. Cost $31.34 Unrealized -13.5%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $244 Shares 3,000 Est. Cost $68.82 Unrealized +4.2%
APO APOLLO GLOBAL MGMT LLC COM NPV CL A SHS 0.0%
Value ($000) $243 Shares 2,611 Est. Cost $56.47 Unrealized +51.5%
PFM POWERSHARES DIVIDEND 0.0%
Value ($000) $243 Shares 6,100 Est. Cost $33.16 Unrealized
AZO AUTOZONE INC NEV 0.0%
Value ($000) $243 Shares 94 Est. Cost $1609.85 Unrealized +61.1%
IEO ISHARES OIL & GAS EXPL INDEX FUND 0.0%
Value ($000) $241 Shares 2,589 Est. Cost $0.09 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $238 Shares 517 Est. Cost $407.15 Unrealized 0.0%
ECC EAGLE POINT CREDIT COMPANY INC COM 0.0%
Value ($000) $234 Shares 24,636 Est. Cost $9.49 Unrealized
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 0.0%
Value ($000) $232 Shares 7,344 Est. Cost $31.54 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $231 Shares 8,568 Est. Cost $49.77 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $231 Shares 10,737 Est. Cost $20.99 Unrealized -12.3%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $230 Shares 5,315 Est. Cost $38.95 Unrealized -2.2%
BUXX STRIVE ENHANCED INCOME SHORT MATURITY ETF 0.0%
Value ($000) $229 Shares 11,352 Est. Cost $20.19 Unrealized
PRI PRIMERICA INC COM 0.0%
Value ($000) $228 Shares 1,107 Est. Cost $183.63 Unrealized +11.3%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $227 Shares 3,090 Est. Cost $68.78 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $226 Shares 5,180 Est. Cost $43.70 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $225 Shares 592 Est. Cost $333.50 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $222 Shares 1,118 Est. Cost $175.85 Unrealized 0.0%
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $221 Shares 4,803 Est. Cost $45.95 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $220 Shares 4,926 Est. Cost $39.23 Unrealized 0.0%
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $220 Shares 2,522 Est. Cost $87.18 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $220 Shares 1,540 Est. Cost $124.04 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $220 Shares 902 Est. Cost $215.94 Unrealized 0.0%
EATON VANCE T/M GL BUY-WR IN 0.0%
Value ($000) $216 Shares 16,667 Est. Cost $12.08 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $216 Shares 5,974 Est. Cost $36.99 Unrealized -1.5%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $213 Shares 6,510 Est. Cost $27.60 Unrealized 0.0%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $212 Shares 3,678 Est. Cost $57.70 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $212 Shares 3,549 Est. Cost $59.12 Unrealized -0.8%
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value ($000) $212 Shares 3,610 Est. Cost $63.78 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $210 Shares 2,465 Est. Cost $73.62 Unrealized 0.0%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $209 Shares 2,898 Est. Cost $63.65 Unrealized
STXK STRIVE SMALL-CAP ETF 0.0%
Value ($000) $209 Shares 7,196 Est. Cost $29.05 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $207 Shares 4,939 Est. Cost $41.94 Unrealized
VRSK VERISK ANALYTICS INCCL A 0.0%
Value ($000) $207 Shares 866 Est. Cost $232.13 Unrealized +0.6%
KRE KBW REGIONAL BANKINGETF 0.0%
Value ($000) $206 Shares 3,934 Est. Cost $52.43 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $206 Shares 4,192 Est. Cost $28.91 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $205 Shares 18,968 Est. Cost $12.91 Unrealized -32.7%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $204 Shares 11,773 Est. Cost $17.34 Unrealized
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.0%
Value ($000) $204 Shares 13,988 Est. Cost $18.33 Unrealized
RUSHA RUSH ENTERPRISES INC CL A 0.0%
Value ($000) $204 Shares 4,050 Est. Cost $40.34 Unrealized 0.0%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $204 Shares 1,890 Est. Cost $89.69 Unrealized 0.0%
XBI SPDR BIOTECH ETF 0.0%
Value ($000) $202 Shares 2,264 Est. Cost $89.32 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value ($000) $202 Shares 3,080 Est. Cost $29.83 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $201 Shares 846 Est. Cost $196.33 Unrealized 0.0%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $200 Shares 12,855 Est. Cost $24.16 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $187 Shares 16,532 Est. Cost $10.99 Unrealized
NUVEEN SELECT TAX FREE 0.0%
Value ($000) $185 Shares 12,500 Est. Cost $0.01 Unrealized
NMFC NEW MOUNTAIN FIN CORP 0.0%
Value ($000) $181 Shares 14,215 Est. Cost $8.52 Unrealized +14.3%
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $161 Shares 15,088 Est. Cost $8.62 Unrealized
WBD DISCOVERY HLDG CO 0.0%
Value ($000) $150 Shares 13,221 Est. Cost $18.12 Unrealized -40.4%
PMT PENNYMAC MORTGAGE INVESTMENT TRUST 0.0%
Value ($000) $150 Shares 10,000 Est. Cost $14.95 Unrealized
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $140 Shares 15,530 Est. Cost $4.70 Unrealized +51.1%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $120 Shares 12,069 Est. Cost $9.67 Unrealized
RIET HOYA CAPITAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $116 Shares 10,517 Est. Cost $11.00 Unrealized
BBLU EA BRIDGEWAY BLUE CHIP ETF EA BRIDGEWAY BLUE CHIP ETF 0.0%
Value ($000) $109 Shares 10,527 Est. Cost $0.01 Unrealized
SPRU SPRUCE POWER HOLDING CORP COM NEW 0.0%
Value ($000) $107 Shares 24,137 Est. Cost $4.19 Unrealized 0.0%
COMP COMPASS INC CL A 0.0%
Value ($000) $104 Shares 27,655 Est. Cost $10.95 Unrealized -77.5%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $103 Shares 12,561 Est. Cost $0.28 Unrealized
AGNC AMERICAN CAPITAL AGENCY CORP. 0.0%
Value ($000) $102 Shares 10,430 Est. Cost $9.81 Unrealized
PNNT PENNANTPARK INVSTMNT CRP 0.0%
Value ($000) $101 Shares 14,600 Est. Cost $3.68 Unrealized +27.8%
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $84 Shares 17,000 Est. Cost $2.06 Unrealized
AMPLIFY SEYMOUR CANNABIS ETF 0.0%
Value ($000) $79 Shares 18,561 Est. Cost $5.76 Unrealized
PIMCO INCOME STRATEGY FUND II 0.0%
Value ($000) $75 Shares 10,428 Est. Cost $6.59 Unrealized
RBBN RIBBON COMMUNICATIONS INC COM 0.0%
Value ($000) $70 Shares 24,000 Est. Cost $7.65 Unrealized -70.6%
SJT SAN JUAN BASIN ROYALTY TR 0.0%
Value ($000) $65 Shares 12,710 Est. Cost $0.22 Unrealized
ICCC IMMUCELL CORP COM 0.0%
Value ($000) $56 Shares 11,000 Est. Cost $8.79 Unrealized -44.5%
APPLIED THERAPEUTICS INC COM 0.0%
Value ($000) $34 Shares 10,000 Est. Cost $0.81 Unrealized
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $23 Shares 25,000 Est. Cost $7.03 Unrealized -87.8%