Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 24, 2024

Total Value ($000): $1,084,536 (100.0% shares, 0.0% debt)

Holdings (539)

AAPL APPLE INC 4.5%
Value ($000) $48,304 Shares 281,687 Est. Cost $105.14 Unrealized +71.4%
MSFT MICROSOFT 3.6%
Value ($000) $38,593 Shares 91,730 Est. Cost $167.40 Unrealized +138.5%
QQQ INVESCO QQQ TRUST 3.3%
Value ($000) $35,404 Shares 79,738 Est. Cost $269.69 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 2.2%
Value ($000) $24,113 Shares 79,135 Est. Cost $205.87 Unrealized
SPY SPDR S&P 500 ETF 2.1%
Value ($000) $22,321 Shares 42,672 Est. Cost $380.98 Unrealized
AMZN AMAZON.COM INC 2.0%
Value ($000) $21,205 Shares 117,559 Est. Cost $125.51 Unrealized +33.0%
LLY ELI LILLY & CO COM 1.9%
Value ($000) $20,714 Shares 26,627 Est. Cost $124.30 Unrealized +465.2%
CODI COMPASS DIVERSIFIED HOLDINGS 1.7%
Value ($000) $18,176 Shares 755,141 Est. Cost $11.52 Unrealized +85.9%
VYM VANGUARD HIGH DIVIDEND YIELD 1.7%
Value ($000) $18,061 Shares 149,274 Est. Cost $93.09 Unrealized
GOOGL GOOGLE INC 1.5%
Value ($000) $16,537 Shares 109,568 Est. Cost $108.86 Unrealized +30.4%
NVDA NVIDIA CORP 1.5%
Value ($000) $16,101 Shares 17,819 Est. Cost $24.13 Unrealized +200.2%
GLD SPDR GOLD ETF 1.4%
Value ($000) $15,624 Shares 75,949 Est. Cost $175.63 Unrealized
NOBL PROSHARES TR S&P 500 ARISTOCRATS 1.4%
Value ($000) $15,325 Shares 151,118 Est. Cost $74.65 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 1.3%
Value ($000) $13,785 Shares 23,829 Est. Cost $166.78 Unrealized +0.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $13,598 Shares 32,335 Est. Cost $201.73 Unrealized +95.0%
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $13,391 Shares 115,200 Est. Cost $60.67 Unrealized +61.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.2%
Value ($000) $12,801 Shares 75,577 Est. Cost $119.12 Unrealized
IVV ISHARES S&P 500 INDEX 1.1%
Value ($000) $12,062 Shares 22,944 Est. Cost $401.68 Unrealized
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $11,990 Shares 59,858 Est. Cost $87.77 Unrealized +97.8%
VTV VANGUARD VALUE ETF 1.0%
Value ($000) $11,005 Shares 67,573 Est. Cost $120.71 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.9%
Value ($000) $10,134 Shares 55,493 Est. Cost $142.89 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND 0.9%
Value ($000) $9,984 Shares 197,895 Est. Cost $47.55 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.9%
Value ($000) $9,837 Shares 97,837 Est. Cost $52.77 Unrealized
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $9,775 Shares 61,794 Est. Cost $74.59 Unrealized +101.4%
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $9,205 Shares 56,731 Est. Cost $78.20 Unrealized +91.7%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.8%
Value ($000) $8,705 Shares 75,498 Est. Cost $98.43 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.8%
Value ($000) $8,215 Shares 141,500 Est. Cost $41.55 Unrealized
RTX RTX CORPORATION COM 0.7%
Value ($000) $7,538 Shares 77,289 Est. Cost $69.48 Unrealized +25.0%
VTI VANGUARD TOTAL STK MKT 0.7%
Value ($000) $7,530 Shares 28,974 Est. Cost $196.54 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.7%
Value ($000) $7,482 Shares 432,476 Est. Cost $14.88 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $7,235 Shares 45,865 Est. Cost $103.68 Unrealized +34.1%
PFE PFIZER INC COM 0.7%
Value ($000) $7,197 Shares 259,362 Est. Cost $26.79 Unrealized -8.0%
META META PLATFORMS INC CL A 0.6%
Value ($000) $7,022 Shares 14,460 Est. Cost $208.02 Unrealized +113.1%
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 0.6%
Value ($000) $6,523 Shares 78,045 Est. Cost $62.55 Unrealized
V VISA INC 0.6%
Value ($000) $6,519 Shares 23,358 Est. Cost $145.45 Unrealized +87.3%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $6,415 Shares 42,132 Est. Cost $110.34 Unrealized +29.8%
HD HOME DEPOT 0.6%
Value ($000) $6,367 Shares 16,597 Est. Cost $167.13 Unrealized +108.5%
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.5%
Value ($000) $5,931 Shares 90,043 Est. Cost $56.86 Unrealized
IBM INTL BUSINESS MACHINES 0.5%
Value ($000) $5,860 Shares 30,686 Est. Cost $114.89 Unrealized +50.2%
BLFY BLUE FOUNDRY BANCORP COM 0.5%
Value ($000) $5,753 Shares 614,593 Est. Cost $13.36 Unrealized -29.7%
SDY SPDR SER TR S&P DIVID ETF 0.5%
Value ($000) $5,657 Shares 43,105 Est. Cost $108.00 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.5%
Value ($000) $5,647 Shares 92,962 Est. Cost $91.35 Unrealized
VO VANGUARD MID CAP 0.5%
Value ($000) $5,584 Shares 22,349 Est. Cost $194.31 Unrealized
UNH UNITEDHEALTH GROUP 0.5%
Value ($000) $5,514 Shares 11,145 Est. Cost $268.17 Unrealized +82.3%
JEPI JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND 0.5%
Value ($000) $5,511 Shares 95,244 Est. Cost $48.33 Unrealized
ABBV ABBVIE INC COM 0.5%
Value ($000) $5,477 Shares 30,074 Est. Cost $63.16 Unrealized +156.5%
TSLA TESLA MOTORS INC 0.5%
Value ($000) $5,283 Shares 30,052 Est. Cost $227.06 Unrealized -14.0%
ROP ROPER INDUSTRIES INC 0.5%
Value ($000) $5,269 Shares 9,395 Est. Cost $327.44 Unrealized +64.6%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.5%
Value ($000) $5,239 Shares 62,296 Est. Cost $70.25 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $5,076 Shares 8 Est. Cost $385507.78 Unrealized +54.1%
MRK MERCK & CO INC 0.5%
Value ($000) $5,024 Shares 38,077 Est. Cost $52.97 Unrealized +118.6%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $5,014 Shares 21,933 Est. Cost $193.34 Unrealized
VUG VANGUARD GROWTH ETF 0.4%
Value ($000) $4,864 Shares 14,132 Est. Cost $284.00 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.4%
Value ($000) $4,821 Shares 79,791 Est. Cost $46.48 Unrealized
MOAT MARKET VECTORS ETF TRMORNINGSTAR WIDE MOAT RESEARCHETF 0.4%
Value ($000) $4,782 Shares 53,191 Est. Cost $78.48 Unrealized
KO COCA COLA CO COM 0.4%
Value ($000) $4,679 Shares 76,478 Est. Cost $42.03 Unrealized +34.9%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,678 Shares 26,727 Est. Cost $84.49 Unrealized +86.1%
CAT CATERPILLAR INC COM 0.4%
Value ($000) $4,451 Shares 12,148 Est. Cost $154.07 Unrealized +101.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $4,333 Shares 12,855 Est. Cost $214.30 Unrealized
BAC BANK AMERICA CORP COM 0.4%
Value ($000) $4,259 Shares 112,323 Est. Cost $15.78 Unrealized +107.9%
ADBE ADOBE SYS INC 0.4%
Value ($000) $4,229 Shares 8,381 Est. Cost $428.89 Unrealized +33.6%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $4,130 Shares 37,369 Est. Cost $88.98 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.4%
Value ($000) $4,078 Shares 125,477 Est. Cost $22.89 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.4%
Value ($000) $4,058 Shares 51,649 Est. Cost $40.60 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.4%
Value ($000) $3,835 Shares 123,077 Est. Cost $23.23 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $3,685 Shares 36,337 Est. Cost $49.97 Unrealized +89.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $3,448 Shares 69,075 Est. Cost $23.36 Unrealized +102.1%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $3,430 Shares 40,041 Est. Cost $68.52 Unrealized
CI CIGNA CORP 0.3%
Value ($000) $3,420 Shares 9,416 Est. Cost $215.80 Unrealized +47.2%
BX BLACKSTONE GROUP LP 0.3%
Value ($000) $3,402 Shares 25,897 Est. Cost $78.42 Unrealized +51.4%
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $3,390 Shares 12,002 Est. Cost $176.19 Unrealized +46.4%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $3,388 Shares 7,048 Est. Cost $358.24 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $3,375 Shares 17,587 Est. Cost $168.51 Unrealized
UNP UNION PAC CORP COM 0.3%
Value ($000) $3,309 Shares 13,454 Est. Cost $144.09 Unrealized +63.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $3,257 Shares 5,604 Est. Cost $248.69 Unrealized +124.3%
AMLP ALPS TRUST ETF ALERIAN MLP 0.3%
Value ($000) $3,216 Shares 67,770 Est. Cost $36.79 Unrealized
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $3,206 Shares 4,377 Est. Cost $363.91 Unrealized +94.2%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $3,195 Shares 11,333 Est. Cost $146.85 Unrealized +89.3%
STRV STRIVE 500 ETF 0.3%
Value ($000) $3,145 Shares 93,430 Est. Cost $31.87 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $3,084 Shares 45,440 Est. Cost $61.90 Unrealized
PIONEER NATURAL RESOURCES CO 0.3%
Value ($000) $2,993 Shares 11,403 Est. Cost $234.11 Unrealized
GE GE AEROSPACE COM NEW 0.3%
Value ($000) $2,905 Shares 16,548 Est. Cost $62.79 Unrealized +85.4%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $2,881 Shares 11,536 Est. Cost $93.15 Unrealized +151.5%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,865 Shares 6,299 Est. Cost $298.72 Unrealized +39.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $2,859 Shares 15,963 Est. Cost $145.52 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.3%
Value ($000) $2,805 Shares 22,771 Est. Cost $112.47 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $2,744 Shares 65,402 Est. Cost $30.71 Unrealized +17.0%
PRF POWERSHARES FTSE RAFI US 1000 0.3%
Value ($000) $2,738 Shares 71,178 Est. Cost $50.80 Unrealized
ELV ELEVANCE HEALTH INC COM 0.2%
Value ($000) $2,673 Shares 5,155 Est. Cost $341.08 Unrealized +41.3%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.2%
Value ($000) $2,659 Shares 22,687 Est. Cost $91.62 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $2,575 Shares 51,319 Est. Cost $45.44 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $2,557 Shares 20,356 Est. Cost $61.83 Unrealized +81.7%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.2%
Value ($000) $2,478 Shares 49,279 Est. Cost $41.27 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $2,463 Shares 34,336 Est. Cost $40.98 Unrealized +58.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.2%
Value ($000) $2,458 Shares 54,240 Est. Cost $38.73 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.2%
Value ($000) $2,414 Shares 1,822 Est. Cost $38.39 Unrealized +215.8%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.2%
Value ($000) $2,394 Shares 82,813 Est. Cost $31.61 Unrealized
VXUS VANGUARD TOTAL INTL STOCK IDEX ETF 0.2%
Value ($000) $2,393 Shares 39,680 Est. Cost $56.33 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $2,311 Shares 39,747 Est. Cost $32.93 Unrealized +66.9%
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $2,295 Shares 27,177 Est. Cost $82.52 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $2,279 Shares 20,053 Est. Cost $62.14 Unrealized +78.3%
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $2,276 Shares 28,538 Est. Cost $61.25 Unrealized +15.6%
COP CONOCOPHILLIPS COM 0.2%
Value ($000) $2,276 Shares 17,879 Est. Cost $76.73 Unrealized +40.3%
FANG DIAMONDBACK ENERGY INC COM 0.2%
Value ($000) $2,217 Shares 11,189 Est. Cost $111.29 Unrealized +42.9%
DE DEERE & CO COM 0.2%
Value ($000) $2,217 Shares 5,398 Est. Cost $318.57 Unrealized +16.9%
SPROTT FOCUS TR INC COM 0.2%
Value ($000) $2,157 Shares 268,272 Est. Cost $8.60 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $2,152 Shares 48,724 Est. Cost $29.99 Unrealized +46.9%
WMT WALMART INC COM 0.2%
Value ($000) $2,117 Shares 35,179 Est. Cost $50.49 Unrealized +11.0%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $2,113 Shares 7,812 Est. Cost $236.71 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $2,083 Shares 10,148 Est. Cost $125.86 Unrealized +43.6%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,036 Shares 16,642 Est. Cost $105.89 Unrealized -3.3%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $1,995 Shares 9,487 Est. Cost $192.53 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,986 Shares 12,316 Est. Cost $133.01 Unrealized +20.9%
PPG PPG INDS INC COM 0.2%
Value ($000) $1,922 Shares 13,266 Est. Cost $132.91 Unrealized +2.3%
VDE VANGUARD ENERGY 0.2%
Value ($000) $1,909 Shares 14,498 Est. Cost $102.26 Unrealized
WPM SILVER WHEATON CORP 0.2%
Value ($000) $1,896 Shares 40,226 Est. Cost $40.41 Unrealized +10.1%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.2%
Value ($000) $1,879 Shares 24,309 Est. Cost $78.69 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $1,857 Shares 9,939 Est. Cost $139.16 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $1,848 Shares 8,181 Est. Cost $303.64 Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.2%
Value ($000) $1,839 Shares 44,090 Est. Cost $43.07 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.2%
Value ($000) $1,836 Shares 4,616 Est. Cost $275.92 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,829 Shares 19,965 Est. Cost $66.64 Unrealized +27.5%
NSC NORFOLK SOUTHERN CRP 0.2%
Value ($000) $1,826 Shares 7,165 Est. Cost $93.75 Unrealized +153.6%
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.2%
Value ($000) $1,809 Shares 19,075 Est. Cost $85.27 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $1,787 Shares 24,699 Est. Cost $158.90 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $1,779 Shares 22,066 Est. Cost $54.10 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.2%
Value ($000) $1,777 Shares 27,752 Est. Cost $41.55 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.2%
Value ($000) $1,767 Shares 18,046 Est. Cost $81.56 Unrealized +4.4%
MA MASTERCARD INC 0.2%
Value ($000) $1,763 Shares 3,662 Est. Cost $306.60 Unrealized +47.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $1,757 Shares 1,810 Est. Cost $701.12 Unrealized
DVN DEVON ENERGY CORP 0.2%
Value ($000) $1,732 Shares 34,509 Est. Cost $46.56 Unrealized -10.2%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,727 Shares 4,136 Est. Cost $204.62 Unrealized +81.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $1,714 Shares 31,612 Est. Cost $46.48 Unrealized -0.7%
AMGN AMGEN INC 0.2%
Value ($000) $1,704 Shares 5,992 Est. Cost $169.11 Unrealized +63.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,699 Shares 26,581 Est. Cost $63.99 Unrealized -13.4%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $1,685 Shares 16,973 Est. Cost $63.63 Unrealized +40.7%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $1,652 Shares 15,267 Est. Cost $79.63 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.2%
Value ($000) $1,632 Shares 12,707 Est. Cost $106.55 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND PIMCO MULTISECTOR BOND A 0.2%
Value ($000) $1,628 Shares 63,190 Est. Cost $25.44 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.2%
Value ($000) $1,627 Shares 14,257 Est. Cost $107.88 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,623 Shares 37,206 Est. Cost $23.05 Unrealized +54.9%
CMI CUMMINS INC COM 0.1%
Value ($000) $1,599 Shares 5,428 Est. Cost $174.51 Unrealized +41.9%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $1,572 Shares 8,709 Est. Cost $148.46 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $1,572 Shares 10,806 Est. Cost $135.80 Unrealized -3.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,567 Shares 9,257 Est. Cost $115.71 Unrealized +28.4%
KKR KKR & CO LP 0.1%
Value ($000) $1,567 Shares 15,581 Est. Cost $48.61 Unrealized +87.1%
RAAX VANECK INFLATION ALLOCATION ETF 0.1%
Value ($000) $1,546 Shares 57,041 Est. Cost $25.88 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $1,532 Shares 7,936 Est. Cost $153.56 Unrealized +33.8%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,497 Shares 9,263 Est. Cost $109.05 Unrealized +29.4%
GOLDMAN SACHS PHYSICAL GOLD ETF 0.1%
Value ($000) $1,487 Shares 67,628 Est. Cost $17.82 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,477 Shares 70,951 Est. Cost $13.18 Unrealized +28.8%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,460 Shares 5,732 Est. Cost $138.14 Unrealized +60.7%
FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31 0.1%
Value ($000) $1,441 Shares 12,093 Est. Cost $132.34 Unrealized -18.2%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $1,440 Shares 6,258 Est. Cost $148.96 Unrealized +38.8%
GLDM SPDR GOLD MINISHARES TRUST 0.1%
Value ($000) $1,439 Shares 32,658 Est. Cost $38.68 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $1,438 Shares 2,584 Est. Cost $427.96 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,434 Shares 2,671 Est. Cost $188.09 Unrealized +167.7%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value ($000) $1,423 Shares 4,939 Est. Cost $254.71 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $1,414 Shares 5,663 Est. Cost $206.42 Unrealized +17.0%
T AT&T INC COM 0.1%
Value ($000) $1,404 Shares 79,771 Est. Cost $13.40 Unrealized +16.6%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,398 Shares 14,811 Est. Cost $72.64 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $1,386 Shares 8,945 Est. Cost $96.73 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,378 Shares 12,991 Est. Cost $97.71 Unrealized -18.9%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $1,376 Shares 10,190 Est. Cost $110.14 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1,374 Shares 7,943 Est. Cost $96.68 Unrealized +57.1%
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $1,353 Shares 2,580 Est. Cost $366.20 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $1,352 Shares 2,913 Est. Cost $330.44 Unrealized +27.8%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $1,349 Shares 13,179 Est. Cost $66.83 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $1,342 Shares 19,505 Est. Cost $48.91 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $1,336 Shares 33,571 Est. Cost $30.46 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1,332 Shares 13,777 Est. Cost $66.39 Unrealized +33.2%
IDXX IDEXX LABS INC 0.1%
Value ($000) $1,323 Shares 2,450 Est. Cost $296.30 Unrealized +84.4%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $1,309 Shares 31,080 Est. Cost $33.10 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $1,308 Shares 22,575 Est. Cost $43.84 Unrealized +11.7%
OKE ONEOK INC NEW COM 0.1%
Value ($000) $1,305 Shares 16,283 Est. Cost $47.62 Unrealized +40.1%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,303 Shares 7,220 Est. Cost $113.20 Unrealized +54.4%
FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 0.1%
Value ($000) $1,287 Shares 44,077 Est. Cost $26.92 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.1%
Value ($000) $1,269 Shares 42,303 Est. Cost $24.62 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.1%
Value ($000) $1,257 Shares 13,688 Est. Cost $90.72 Unrealized
VTIP VANGUARD SHORT TERM INFL-PROTECTED 0.1%
Value ($000) $1,222 Shares 25,510 Est. Cost $50.65 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $1,196 Shares 6,749 Est. Cost $143.94 Unrealized -1.3%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $1,182 Shares 20,390 Est. Cost $36.46 Unrealized +37.5%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,163 Shares 19,452 Est. Cost $57.32 Unrealized -8.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,151 Shares 12,785 Est. Cost $65.51 Unrealized +24.2%
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,148 Shares 4,429 Est. Cost $124.99 Unrealized +93.0%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,144 Shares 14,038 Est. Cost $37.35 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $1,143 Shares 8,404 Est. Cost $69.36 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1,143 Shares 1,124 Est. Cost $352.58 Unrealized +160.2%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $1,131 Shares 6,192 Est. Cost $149.99 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 0.1%
Value ($000) $1,123 Shares 11,130 Est. Cost $77.85 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,113 Shares 9,809 Est. Cost $56.40 Unrealized +76.2%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.1%
Value ($000) $1,103 Shares 28,678 Est. Cost $35.43 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,096 Shares 5,141 Est. Cost $95.63 Unrealized +99.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,091 Shares 11,940 Est. Cost $62.01 Unrealized +42.9%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $1,089 Shares 8,271 Est. Cost $116.80 Unrealized +5.3%
PXE INVESCO ENERGY EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $1,075 Shares 30,028 Est. Cost $27.78 Unrealized
RPG IS GUGGENHEIM S&P 500 PURE GROWTH EFT 0.1%
Value ($000) $1,072 Shares 29,201 Est. Cost $54.75 Unrealized
EBC EASTERN BANKSHARES INC COM 0.1%
Value ($000) $1,068 Shares 77,495 Est. Cost $13.23 Unrealized -3.0%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $1,065 Shares 20,971 Est. Cost $39.12 Unrealized +25.0%
CSX CSX CORP 0.1%
Value ($000) $1,050 Shares 28,328 Est. Cost $29.11 Unrealized +21.9%
SYK STRYKER CORP 0.1%
Value ($000) $1,038 Shares 2,900 Est. Cost $187.71 Unrealized +76.0%
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.1%
Value ($000) $1,038 Shares 32,191 Est. Cost $35.55 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,029 Shares 11,809 Est. Cost $76.45 Unrealized +5.5%
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $1,028 Shares 2,966 Est. Cost $160.97 Unrealized +120.4%
IXN ISHARES TRUST S&P GLOBAL INFO TECHNOLOGY 0.1%
Value ($000) $1,025 Shares 13,695 Est. Cost $67.73 Unrealized
NFLX NETFLIX COM INC 0.1%
Value ($000) $1,012 Shares 1,667 Est. Cost $49.69 Unrealized +13.5%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $1,010 Shares 19,912 Est. Cost $50.73 Unrealized
BSV VANGUARD SHORT TERM BOND 0.1%
Value ($000) $1,008 Shares 13,148 Est. Cost $71.49 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $1,007 Shares 11,131 Est. Cost $70.69 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,001 Shares 15,821 Est. Cost $47.58 Unrealized +10.4%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $990 Shares 2,850 Est. Cost $230.63 Unrealized +35.9%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.1%
Value ($000) $987 Shares 20,078 Est. Cost $48.16 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $967 Shares 7,045 Est. Cost $135.37 Unrealized
SLV ISHARES SILVER TRUST ETF 0.1%
Value ($000) $963 Shares 42,325 Est. Cost $22.08 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $959 Shares 13,695 Est. Cost $46.75 Unrealized +47.4%
SON SONOCO PRODS CO COM 0.1%
Value ($000) $953 Shares 16,479 Est. Cost $39.83 Unrealized +31.9%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $949 Shares 4,169 Est. Cost $136.17 Unrealized +49.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $943 Shares 8,532 Est. Cost $100.68 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $930 Shares 3,422 Est. Cost $145.83 Unrealized +66.9%
MAR MARRIOTT INTL INC 0.1%
Value ($000) $921 Shares 3,649 Est. Cost $132.06 Unrealized +80.0%
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $921 Shares 20,316 Est. Cost $49.04 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.1%
Value ($000) $906 Shares 12,370 Est. Cost $69.15 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $898 Shares 6,803 Est. Cost $81.31 Unrealized
OGN ORGANON & CO COMMON STOCK 0.1%
Value ($000) $889 Shares 47,295 Est. Cost $16.32 Unrealized -2.9%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.1%
Value ($000) $887 Shares 11,750 Est. Cost $91.03 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $858 Shares 2,848 Est. Cost $183.10 Unrealized +55.7%
LAMR LAMAR ADVERTISING CO A CLASS A 0.1%
Value ($000) $856 Shares 7,173 Est. Cost $85.68 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $837 Shares 5,631 Est. Cost $121.62 Unrealized +12.2%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $836 Shares 4,232 Est. Cost $188.09 Unrealized -1.0%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $833 Shares 2,663 Est. Cost $124.56 Unrealized +114.8%
KMI KINDER MORGAN INC 0.1%
Value ($000) $833 Shares 45,394 Est. Cost $15.85 Unrealized +0.9%
HTGC HERCULES CAPITAL INC COM 0.1%
Value ($000) $824 Shares 44,677 Est. Cost $14.09 Unrealized +26.0%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.1%
Value ($000) $822 Shares 12,205 Est. Cost $63.70 Unrealized
FCX FREEPORT MCMORAN COPPER 0.1%
Value ($000) $815 Shares 17,331 Est. Cost $35.18 Unrealized +12.0%
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF LIBERTYQ US MID CAP EQUITY FUND 0.1%
Value ($000) $814 Shares 15,228 Est. Cost $49.05 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $809 Shares 14,348 Est. Cost $51.69 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $806 Shares 12,838 Est. Cost $60.13 Unrealized -8.8%
PBT PERMIAN BASIN REALTY 0.1%
Value ($000) $795 Shares 65,699 Est. Cost $7.82 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $791 Shares 218 Est. Cost $2265.50 Unrealized +54.9%
PFFD GLOBAL X U.S. PREFERRED ETF 0.1%
Value ($000) $780 Shares 38,671 Est. Cost $0.02 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $776 Shares 4,720 Est. Cost $141.18 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $767 Shares 679 Est. Cost $18.52 Unrealized +277.6%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.1%
Value ($000) $762 Shares 11,233 Est. Cost $54.37 Unrealized
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $760 Shares 11,957 Est. Cost $39.66 Unrealized
SLG SL GREEN RLTY CORP COM 0.1%
Value ($000) $756 Shares 13,708 Est. Cost $12.35 Unrealized
VV VANGUARD LARGE CAP 0.1%
Value ($000) $753 Shares 3,141 Est. Cost $165.10 Unrealized
D DOMINION RESOURCES INC 0.1%
Value ($000) $752 Shares 15,284 Est. Cost $42.64 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $748 Shares 17,260 Est. Cost $36.19 Unrealized +12.3%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $744 Shares 15,678 Est. Cost $47.44 Unrealized
BUFR FT CBOE VEST FUND OF BUFFER ETFS 0.1%
Value ($000) $739 Shares 26,435 Est. Cost $27.00 Unrealized
EWX SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETF 0.1%
Value ($000) $738 Shares 13,230 Est. Cost $57.44 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $735 Shares 14,635 Est. Cost $53.93 Unrealized
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 0.1%
Value ($000) $734 Shares 4,709 Est. Cost $101.31 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $731 Shares 18,753 Est. Cost $23.81 Unrealized +38.6%
O REALTY INCOME CORP 0.1%
Value ($000) $726 Shares 13,420 Est. Cost $42.16 Unrealized +15.3%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $724 Shares 3,918 Est. Cost $89.96 Unrealized +56.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $719 Shares 2,508 Est. Cost $213.34 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $716 Shares 3,325 Est. Cost $170.29 Unrealized +15.8%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $710 Shares 5,936 Est. Cost $130.60 Unrealized -14.6%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $703 Shares 9,716 Est. Cost $65.24 Unrealized -1.5%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $697 Shares 7,983 Est. Cost $72.72 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $696 Shares 8,572 Est. Cost $52.70 Unrealized +41.5%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $694 Shares 23,773 Est. Cost $36.78 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $692 Shares 8,986 Est. Cost $34.75 Unrealized +106.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $690 Shares 16,507 Est. Cost $47.18 Unrealized
APH AMPHENOL CORP CL A 0.1%
Value ($000) $688 Shares 5,963 Est. Cost $32.85 Unrealized +57.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $684 Shares 2,825 Est. Cost $188.04 Unrealized +23.6%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $681 Shares 2,539 Est. Cost $165.59 Unrealized +49.6%
VGK VANGUARD EUROPEAN 0.1%
Value ($000) $674 Shares 10,016 Est. Cost $63.47 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $674 Shares 4,325 Est. Cost $133.82 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $673 Shares 1,621 Est. Cost $307.93 Unrealized +14.7%
FAST FASTENAL CO 0.1%
Value ($000) $673 Shares 8,722 Est. Cost $22.24 Unrealized +52.8%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $667 Shares 2,222 Est. Cost $172.60 Unrealized +54.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $666 Shares 8,968 Est. Cost $59.13 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $665 Shares 1,023 Est. Cost $392.30 Unrealized +60.9%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $664 Shares 5,295 Est. Cost $92.05 Unrealized
NEXTERA ENERGY INC UNIT 09/01/25 0.1%
Value ($000) $660 Shares 16,965 Est. Cost $42.45 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $651 Shares 11,870 Est. Cost $30.73 Unrealized +55.7%
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.1%
Value ($000) $646 Shares 27,061 Est. Cost $21.83 Unrealized +3.8%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $646 Shares 11,204 Est. Cost $34.72 Unrealized +51.7%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $645 Shares 6,145 Est. Cost $114.33 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $641 Shares 1,607 Est. Cost $322.95 Unrealized +17.0%
EOG EOG RESOURCES INC 0.1%
Value ($000) $635 Shares 4,968 Est. Cost $101.26 Unrealized +9.0%
JBND JPMORGAN ACTIVE BOND ETF 0.1%
Value ($000) $635 Shares 12,085 Est. Cost $52.53 Unrealized
NNN NATIONAL RETAIL PPTYS 0.1%
Value ($000) $634 Shares 14,836 Est. Cost $39.70 Unrealized
GTY GETTY RLTY CORP NEW 0.1%
Value ($000) $627 Shares 22,930 Est. Cost $27.26 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $626 Shares 42,390 Est. Cost $13.72 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $620 Shares 3,004 Est. Cost $131.63 Unrealized +37.0%
EASTERLY GOVT PPTYS INC COM 0.1%
Value ($000) $614 Shares 53,302 Est. Cost $14.74 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $604 Shares 6,247 Est. Cost $80.53 Unrealized
RIO RIO TINTO PLC SPON ADR 0.1%
Value ($000) $602 Shares 9,438 Est. Cost $58.04 Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.1%
Value ($000) $599 Shares 19,808 Est. Cost $28.63 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $599 Shares 20,536 Est. Cost $27.63 Unrealized -2.9%
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 0.1%
Value ($000) $594 Shares 24,224 Est. Cost $24.39 Unrealized
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $590 Shares 6,431 Est. Cost $91.65 Unrealized
VPU VANGUARD UTILITIES 0.1%
Value ($000) $590 Shares 4,136 Est. Cost $140.16 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $578 Shares 14,826 Est. Cost $44.50 Unrealized -25.0%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $575 Shares 6,643 Est. Cost $97.75 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $574 Shares 12,843 Est. Cost $25.62 Unrealized +50.8%
ONEY SPDR RUSSELL 1000 YIELD FOCUS ETF 0.1%
Value ($000) $572 Shares 5,266 Est. Cost $101.94 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.1%
Value ($000) $571 Shares 26,560 Est. Cost $22.58 Unrealized -14.1%
AIN ALBANY INTL CORP NEWCL A 0.1%
Value ($000) $570 Shares 6,098 Est. Cost $77.35 Unrealized +15.2%
MS MORGAN STANLEY 0.1%
Value ($000) $570 Shares 6,052 Est. Cost $83.66 Unrealized -0.5%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $557 Shares 10,264 Est. Cost $51.61 Unrealized
BLACKROCK INC 0.1%
Value ($000) $556 Shares 667 Est. Cost $584.01 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $556 Shares 1,161 Est. Cost $450.53 Unrealized -1.0%
XLI INDUSTRIAL SELECT SECTOR SPDR 0.1%
Value ($000) $552 Shares 4,380 Est. Cost $106.93 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $544 Shares 7,797 Est. Cost $43.97 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.1%
Value ($000) $543 Shares 11,127 Est. Cost $43.50 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $543 Shares 3,648 Est. Cost $147.08 Unrealized
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $537 Shares 37,532 Est. Cost $6.79 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $535 Shares 7,308 Est. Cost $48.01 Unrealized
LABORATORY CORP OF AMERICA 0.0%
Value ($000) $530 Shares 2,428 Est. Cost $121.54 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.0%
Value ($000) $528 Shares 33,569 Est. Cost $10.01 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $527 Shares 542 Est. Cost $550.49 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $518 Shares 8,691 Est. Cost $54.35 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $515 Shares 5,825 Est. Cost $81.80 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $515 Shares 3,153 Est. Cost $83.13 Unrealized +62.4%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $513 Shares 7,102 Est. Cost $67.53 Unrealized +5.5%
FLNG FLEX LNG LTD SHS 0.0%
Value ($000) $511 Shares 20,084 Est. Cost $22.19 Unrealized -4.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $510 Shares 2,477 Est. Cost $140.78 Unrealized +37.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $507 Shares 3,923 Est. Cost $104.06 Unrealized +9.6%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $506 Shares 19,640 Est. Cost $0.02 Unrealized
WU WESTERN UNION COMPANY 0.0%
Value ($000) $503 Shares 35,968 Est. Cost $14.35 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $502 Shares 2,862 Est. Cost $182.71 Unrealized
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $500 Shares 11,895 Est. Cost $34.68 Unrealized
GDXJ MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW 0.0%
Value ($000) $497 Shares 12,828 Est. Cost $36.44 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $496 Shares 2,802 Est. Cost $55.92 Unrealized +182.0%
TOTAL SA ADR 0.0%
Value ($000) $494 Shares 7,178 Est. Cost $46.46 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $489 Shares 8,664 Est. Cost $49.45 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $485 Shares 5,334 Est. Cost $71.08 Unrealized +16.7%
TMSL T. ROWE PRICE SMALL-MID CAP ETF 0.0%
Value ($000) $483 Shares 15,398 Est. Cost $31.38 Unrealized
IRM IRON MOUNTAIN INC 0.0%
Value ($000) $483 Shares 6,022 Est. Cost $30.52 Unrealized +122.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $481 Shares 1,943 Est. Cost $147.57 Unrealized +56.3%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $480 Shares 6,770 Est. Cost $69.92 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $477 Shares 2,792 Est. Cost $95.88 Unrealized +41.5%
NKE NIKE INC CLASS B 0.0%
Value ($000) $474 Shares 5,041 Est. Cost $79.98 Unrealized +22.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $463 Shares 2,381 Est. Cost $113.48 Unrealized +60.4%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $461 Shares 8,575 Est. Cost $53.71 Unrealized
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $460 Shares 45,939 Est. Cost $5.69 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.0%
Value ($000) $456 Shares 6,737 Est. Cost $63.38 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value ($000) $456 Shares 9,171 Est. Cost $46.81 Unrealized
PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 0.0%
Value ($000) $453 Shares 12,672 Est. Cost $33.30 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $452 Shares 7,157 Est. Cost $63.17 Unrealized
AMBP ARDAGH METAL PACKAGING S A SHS 0.0%
Value ($000) $449 Shares 130,852 Est. Cost $3.95 Unrealized -25.5%
FDX FEDEX CORP 0.0%
Value ($000) $447 Shares 1,544 Est. Cost $200.32 Unrealized +19.7%
YUM YUM! BRANDS INC 0.0%
Value ($000) $446 Shares 3,219 Est. Cost $104.52 Unrealized +23.2%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $443 Shares 7,107 Est. Cost $58.52 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADR 0.0%
Value ($000) $442 Shares 3,539 Est. Cost $124.99 Unrealized
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $442 Shares 4,015 Est. Cost $93.94 Unrealized
DISCOVER FINANCIAL SERVICES LLC 0.0%
Value ($000) $440 Shares 3,357 Est. Cost $93.11 Unrealized
CP CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $438 Shares 4,968 Est. Cost $75.73 Unrealized +9.4%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $435 Shares 12,158 Est. Cost $0.40 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $433 Shares 32,605 Est. Cost $11.46 Unrealized -6.7%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $433 Shares 11,839 Est. Cost $31.81 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value ($000) $432 Shares 19,000 Est. Cost $0.02 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $429 Shares 5,369 Est. Cost $68.79 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $420 Shares 6,286 Est. Cost $49.20 Unrealized +17.1%
MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 0.0%
Value ($000) $418 Shares 5,568 Est. Cost $91.20 Unrealized
BGS B&G FOODS INC CLASS A 0.0%
Value ($000) $417 Shares 36,479 Est. Cost $12.11 Unrealized -32.4%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $411 Shares 22,922 Est. Cost $17.62 Unrealized
PID POWERSHARES INTL DIVID ACHIEVERS PORT 0.0%
Value ($000) $410 Shares 22,138 Est. Cost $14.58 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $405 Shares 5,471 Est. Cost $63.55 Unrealized +3.9%
PBR PETROLEO BRASILEIRO SA PETROBRAS 0.0%
Value ($000) $403 Shares 26,496 Est. Cost $15.89 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $401 Shares 3,268 Est. Cost $95.99 Unrealized +19.4%
CACI CACI INTL INC CL A 0.0%
Value ($000) $401 Shares 1,059 Est. Cost $266.67 Unrealized +33.2%
CTVA CORTEVA INC COM 0.0%
Value ($000) $401 Shares 6,947 Est. Cost $30.23 Unrealized +67.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $400 Shares 5,220 Est. Cost $26.13 Unrealized +9.2%
SLYG SPDR SER TR DJ WILSHIRE SMALL CAP GROWTH ETF 0.0%
Value ($000) $399 Shares 4,569 Est. Cost $85.05 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY 0.0%
Value ($000) $394 Shares 1,241 Est. Cost $317.65 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $390 Shares 8,795 Est. Cost $37.18 Unrealized
BAR GRANITESHARES GOLD SHARES 0.0%
Value ($000) $385 Shares 17,539 Est. Cost $18.34 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $384 Shares 2,993 Est. Cost $66.62 Unrealized +70.2%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $380 Shares 6,588 Est. Cost $50.50 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $380 Shares 6,173 Est. Cost $61.56 Unrealized
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $379 Shares 11,244 Est. Cost $17.13 Unrealized
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $379 Shares 19,580 Est. Cost $22.52 Unrealized -18.4%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $378 Shares 1,826 Est. Cost $100.53 Unrealized +69.7%
AVANGRID INC COM 0.0%
Value ($000) $377 Shares 10,349 Est. Cost $29.90 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $375 Shares 3,184 Est. Cost $77.28 Unrealized +16.2%
TEEKAY TANKERS CL A 0.0%
Value ($000) $374 Shares 6,402 Est. Cost $42.93 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $372 Shares 4,331 Est. Cost $66.14 Unrealized +19.1%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $371 Shares 2,192 Est. Cost $171.31 Unrealized +7.0%
JCI JOHNSON CTLS INC 0.0%
Value ($000) $370 Shares 5,671 Est. Cost $54.18 Unrealized +4.5%
QQEW FIRST TR NASDAQ 100 EQUAL WEIGHTED INDEXISIN#US3373441050 FD SHS 0.0%
Value ($000) $363 Shares 2,934 Est. Cost $123.88 Unrealized
TD TORONTO DOMINION BANK 0.0%
Value ($000) $361 Shares 5,984 Est. Cost $49.35 Unrealized +22.4%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $356 Shares 3,509 Est. Cost $94.09 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $355 Shares 22,472 Est. Cost $11.47 Unrealized +14.8%
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $354 Shares 2,894 Est. Cost $114.83 Unrealized +2.6%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $352 Shares 233 Est. Cost $1350.62 Unrealized +21.2%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $345 Shares 3,258 Est. Cost $110.27 Unrealized -11.4%
EATON VANCE TAX MANAGED BUY WRITE 0.0%
Value ($000) $344 Shares 26,574 Est. Cost $13.96 Unrealized
FISV FISERV INC 0.0%
Value ($000) $341 Shares 2,132 Est. Cost $125.01 Unrealized +16.5%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $341 Shares 3,956 Est. Cost $70.55 Unrealized +7.7%
VOX VANGUARD TELECOMMUNICATIONS SERVICES ETF 0.0%
Value ($000) $340 Shares 2,589 Est. Cost $131.20 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $336 Shares 5,905 Est. Cost $47.65 Unrealized
AON AON CORP 0.0%
Value ($000) $332 Shares 996 Est. Cost $242.21 Unrealized +26.3%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $332 Shares 3,697 Est. Cost $77.55 Unrealized +5.6%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $331 Shares 6,413 Est. Cost $62.11 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $327 Shares 6,465 Est. Cost $50.99 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $326 Shares 2,842 Est. Cost $114.88 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $322 Shares 1,513 Est. Cost $200.54 Unrealized +0.9%
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.0%
Value ($000) $321 Shares 6,136 Est. Cost $44.19 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $320 Shares 4,090 Est. Cost $61.28 Unrealized +11.7%
CCJ CAMECO CORP F 0.0%
Value ($000) $319 Shares 7,368 Est. Cost $19.45 Unrealized +124.5%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $318 Shares 20,184 Est. Cost $9.80 Unrealized +31.9%
ZS ZSCALER INC COM 0.0%
Value ($000) $315 Shares 1,636 Est. Cost $186.08 Unrealized +20.2%
MGC VANGUARD MEGA CAP 300 ETF 0.0%
Value ($000) $315 Shares 1,686 Est. Cost $144.19 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $314 Shares 3,983 Est. Cost $50.02 Unrealized +39.4%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $313 Shares 4,057 Est. Cost $44.00 Unrealized +79.5%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $313 Shares 6,300 Est. Cost $46.19 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $313 Shares 5,890 Est. Cost $36.59 Unrealized +24.0%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $313 Shares 3,762 Est. Cost $61.40 Unrealized
IYH ISHARES TR DOW JONES U S HEALTHCARE 0.0%
Value ($000) $310 Shares 5,010 Est. Cost $61.90 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $310 Shares 3,014 Est. Cost $86.33 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $308 Shares 1,085 Est. Cost $86.33 Unrealized +82.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $308 Shares 427 Est. Cost $382.23 Unrealized +65.1%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $308 Shares 3,388 Est. Cost $79.01 Unrealized +6.5%
XHB SPDR S&P HOMEBUILDERETF 0.0%
Value ($000) $304 Shares 2,720 Est. Cost $76.56 Unrealized
NOW SERVICE NOW INC 0.0%
Value ($000) $303 Shares 398 Est. Cost $128.86 Unrealized +17.6%
AZO AUTOZONE INC NEV 0.0%
Value ($000) $303 Shares 96 Est. Cost $1635.86 Unrealized +74.7%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $301 Shares 1,039 Est. Cost $243.00 Unrealized +9.1%
ANEW PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF 0.0%
Value ($000) $300 Shares 7,222 Est. Cost $42.98 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $300 Shares 539 Est. Cost $410.88 Unrealized +21.3%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $299 Shares 5,890 Est. Cost $0.05 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $298 Shares 9,877 Est. Cost $23.81 Unrealized +14.7%
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $298 Shares 2,551 Est. Cost $136.35 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $297 Shares 3,447 Est. Cost $74.71 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $293 Shares 1,683 Est. Cost $158.90 Unrealized -0.6%
STXK STRIVE SMALL-CAP ETF 0.0%
Value ($000) $293 Shares 9,771 Est. Cost $29.30 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $287 Shares 654 Est. Cost $338.93 Unrealized +15.3%
ISCV ISHARES MORNINGSTAR SMALL VALUE INDEX 0.0%
Value ($000) $285 Shares 4,657 Est. Cost $59.21 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $285 Shares 9,418 Est. Cost $28.64 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.0%
Value ($000) $283 Shares 677 Est. Cost $248.42 Unrealized +70.2%
EES WISDOMTREE TR SMALLCAP EARNING FD 0.0%
Value ($000) $283 Shares 5,640 Est. Cost $49.23 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $279 Shares 1,920 Est. Cost $122.67 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.0%
Value ($000) $278 Shares 4,101 Est. Cost $107.68 Unrealized
IEO ISHARES OIL & GAS EXPL INDEX FUND 0.0%
Value ($000) $277 Shares 2,591 Est. Cost $0.09 Unrealized
FERG1GBX FERGUSON PLC NEW SHS 0.0%
Value ($000) $277 Shares 1,266 Est. Cost $193.11 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $274 Shares 1,386 Est. Cost $158.03 Unrealized +17.9%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $274 Shares 2,381 Est. Cost $1.02 Unrealized
BUXX STRIVE ENHANCED INCOME SHORT MATURITY ETF 0.0%
Value ($000) $272 Shares 13,470 Est. Cost $20.20 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $272 Shares 3,929 Est. Cost $52.95 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $269 Shares 1,163 Est. Cost $177.09 Unrealized +17.4%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $268 Shares 6,362 Est. Cost $41.98 Unrealized
VCRB VANGUARD CORE BOND ETF 0.0%
Value ($000) $265 Shares 3,470 Est. Cost $76.50 Unrealized
PRI PRIMERICA INC COM 0.0%
Value ($000) $261 Shares 1,033 Est. Cost $183.63 Unrealized +28.8%
VTRS VIATRIS INC COM 0.0%
Value ($000) $261 Shares 21,877 Est. Cost $12.66 Unrealized -12.8%
APO APOLLO GLOBAL MGMT LLC COM NPV CL A SHS 0.0%
Value ($000) $261 Shares 2,321 Est. Cost $56.47 Unrealized +81.9%
STXV STRIVE 1000 VALUE ETF 0.0%
Value ($000) $259 Shares 8,940 Est. Cost $29.01 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.0%
Value ($000) $259 Shares 6,690 Est. Cost $36.50 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.0%
Value ($000) $258 Shares 4,436 Est. Cost $58.33 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $255 Shares 6,797 Est. Cost $23.77 Unrealized +39.8%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $253 Shares 7,764 Est. Cost $27.99 Unrealized +7.2%
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.0%
Value ($000) $253 Shares 1,934 Est. Cost $130.74 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $250 Shares 260 Est. Cost $945.64 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $250 Shares 4,846 Est. Cost $45.65 Unrealized +16.3%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $249 Shares 5,607 Est. Cost $39.03 Unrealized +3.5%
ECC EAGLE POINT CREDIT COMPANY INC COM 0.0%
Value ($000) $249 Shares 24,637 Est. Cost $9.49 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $247 Shares 1,498 Est. Cost $147.13 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $246 Shares 7,459 Est. Cost $31.34 Unrealized -2.8%
ADSK AUTODESK INC 0.0%
Value ($000) $245 Shares 942 Est. Cost $217.51 Unrealized +16.3%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $245 Shares 12,313 Est. Cost $21.71 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $245 Shares 6,604 Est. Cost $19.64 Unrealized +77.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $245 Shares 3,342 Est. Cost $64.50 Unrealized +11.6%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $244 Shares 2,245 Est. Cost $108.48 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $243 Shares 930 Est. Cost $260.78 Unrealized
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $238 Shares 2,992 Est. Cost $79.65 Unrealized
MSB MESABI TR CTF BEN INT 0.0%
Value ($000) $237 Shares 13,364 Est. Cost $24.53 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $236 Shares 1,937 Est. Cost $89.99 Unrealized +13.1%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $235 Shares 4,985 Est. Cost $39.29 Unrealized +11.3%
GDX MARKET VECTORS GOLD MINERS INDEX ETF 0.0%
Value ($000) $235 Shares 7,427 Est. Cost $31.95 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $235 Shares 3,090 Est. Cost $68.78 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $232 Shares 1,498 Est. Cost $137.53 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $232 Shares 2,033 Est. Cost $90.57 Unrealized 0.0%
EATON VANCE T/M GL BUY-WR IN 0.0%
Value ($000) $229 Shares 16,751 Est. Cost $12.08 Unrealized
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value ($000) $228 Shares 3,545 Est. Cost $63.78 Unrealized
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $228 Shares 4,265 Est. Cost $53.39 Unrealized
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $227 Shares 4,743 Est. Cost $40.46 Unrealized 0.0%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $227 Shares 4,782 Est. Cost $46.32 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $227 Shares 2,418 Est. Cost $93.72 Unrealized
CTRA CABOT OIL & GAS CP COM 0.0%
Value ($000) $226 Shares 8,113 Est. Cost $21.05 Unrealized +14.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $224 Shares 699 Est. Cost $306.18 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $222 Shares 837 Est. Cost $179.97 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $221 Shares 3,400 Est. Cost $59.12 Unrealized -2.6%
OEF ISHARES TR S&P 100 INDEX FUND 0.0%
Value ($000) $220 Shares 890 Est. Cost $247.41 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $220 Shares 3,138 Est. Cost $60.59 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $219 Shares 5,118 Est. Cost $42.87 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $219 Shares 4,780 Est. Cost $43.70 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $219 Shares 631 Est. Cost $437.43 Unrealized -15.5%
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF JPMORGAN INTERNATIONAL 0.0%
Value ($000) $218 Shares 3,487 Est. Cost $62.61 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $218 Shares 4,839 Est. Cost $45.95 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $218 Shares 554 Est. Cost $380.01 Unrealized 0.0%
RUSHA RUSH ENTERPRISES INC CL A 0.0%
Value ($000) $217 Shares 4,050 Est. Cost $40.34 Unrealized +17.2%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $215 Shares 3,604 Est. Cost $56.46 Unrealized 0.0%
XBI SPDR BIOTECH ETF 0.0%
Value ($000) $215 Shares 2,262 Est. Cost $89.32 Unrealized
WELL HEALTH CARE REIT INC 0.0%
Value ($000) $213 Shares 2,282 Est. Cost $87.18 Unrealized 0.0%
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value ($000) $212 Shares 3,236 Est. Cost $65.61 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $212 Shares 1,299 Est. Cost $158.15 Unrealized 0.0%
KVUE KENVUE INC COM 0.0%
Value ($000) $212 Shares 9,868 Est. Cost $20.99 Unrealized -10.2%
ZBH ZIMMER HLDGS INC 0.0%
Value ($000) $211 Shares 1,596 Est. Cost $122.65 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $209 Shares 1,038 Est. Cost $88.45 Unrealized +85.8%
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.0%
Value ($000) $209 Shares 13,724 Est. Cost $18.33 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $209 Shares 4,175 Est. Cost $40.34 Unrealized
PFM POWERSHARES DIVIDEND 0.0%
Value ($000) $209 Shares 4,900 Est. Cost $33.16 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $208 Shares 2,869 Est. Cost $24.32 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $207 Shares 1,203 Est. Cost $146.27 Unrealized 0.0%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $206 Shares 3,757 Est. Cost $57.64 Unrealized
VRSK VERISK ANALYTICS INCCL A 0.0%
Value ($000) $205 Shares 871 Est. Cost $232.13 Unrealized +2.2%
STXG STRIVE 1000 GROWTH ETF 0.0%
Value ($000) $205 Shares 5,462 Est. Cost $37.49 Unrealized
PHO POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD 0.0%
Value ($000) $203 Shares 3,055 Est. Cost $66.57 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $203 Shares 2,361 Est. Cost $60.21 Unrealized 0.0%
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $202 Shares 3,954 Est. Cost $47.76 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $202 Shares 1,355 Est. Cost $131.88 Unrealized 0.0%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.0%
Value ($000) $200 Shares 2,990 Est. Cost $67.04 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $200 Shares 596 Est. Cost $336.31 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $200 Shares 1,094 Est. Cost $170.09 Unrealized 0.0%
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $197 Shares 16,532 Est. Cost $10.99 Unrealized
NUVEEN SELECT TAX FREE 0.0%
Value ($000) $181 Shares 12,500 Est. Cost $0.01 Unrealized
NMFC NEW MOUNTAIN FIN CORP 0.0%
Value ($000) $180 Shares 14,215 Est. Cost $8.52 Unrealized +18.2%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $177 Shares 12,630 Est. Cost $24.16 Unrealized
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $168 Shares 15,088 Est. Cost $8.62 Unrealized
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $150 Shares 10,000 Est. Cost $15.13 Unrealized 0.0%
PMT PENNYMAC MORTGAGE INVESTMENT TRUST 0.0%
Value ($000) $147 Shares 10,000 Est. Cost $14.95 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $131 Shares 11,983 Est. Cost $14.97 Unrealized -3.7%
BBLU EA BRIDGEWAY BLUE CHIP ETF EA BRIDGEWAY BLUE CHIP ETF 0.0%
Value ($000) $123 Shares 10,527 Est. Cost $0.01 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $121 Shares 14,288 Est. Cost $1.27 Unrealized
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $119 Shares 15,547 Est. Cost $4.70 Unrealized +65.9%
WBD DISCOVERY HLDG CO 0.0%
Value ($000) $115 Shares 13,132 Est. Cost $18.12 Unrealized -46.8%
AMPLIFY SEYMOUR CANNABIS ETF 0.0%
Value ($000) $107 Shares 18,561 Est. Cost $5.76 Unrealized
AGNC AMERICAN CAPITAL AGENCY CORP. 0.0%
Value ($000) $103 Shares 10,430 Est. Cost $9.81 Unrealized
PNNT PENNANTPARK INVSTMNT CRP 0.0%
Value ($000) $100 Shares 14,600 Est. Cost $3.68 Unrealized +40.2%
COMP COMPASS INC CL A 0.0%
Value ($000) $100 Shares 27,849 Est. Cost $10.95 Unrealized -67.7%
SPRU SPRUCE POWER HOLDING CORP COM NEW 0.0%
Value ($000) $96 Shares 24,137 Est. Cost $4.19 Unrealized -5.9%
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $96 Shares 12,292 Est. Cost $9.63 Unrealized
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $86 Shares 17,000 Est. Cost $2.06 Unrealized
RBBN RIBBON COMMUNICATIONS INC COM 0.0%
Value ($000) $77 Shares 24,000 Est. Cost $7.65 Unrealized -60.2%
SJT SAN JUAN BASIN ROYALTY TR 0.0%
Value ($000) $68 Shares 12,842 Est. Cost $0.27 Unrealized
ICCC IMMUCELL CORP COM 0.0%
Value ($000) $58 Shares 11,000 Est. Cost $8.79 Unrealized -41.4%