BOK Financial Private Wealth, Inc. Diversified Active

CIK: 0001317348 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 2, 2023

Total Value ($000): $1,204,024 (100.0% shares, 0.0% debt)

Holdings (362)

VOO VANGUARD INDEX FDS 10.8%
Value ($000) $130,600 Shares 371,720 Est. Cost $290.31 Unrealized
VUG VANGUARD INDEX FDS 6.7%
Value ($000) $81,138 Shares 380,732 Est. Cost $193.73 Unrealized
IJH ISHARES TR 6.0%
Value ($000) $71,889 Shares 297,199 Est. Cost $203.49 Unrealized
VTV VANGUARD INDEX FDS 5.8%
Value ($000) $70,247 Shares 500,441 Est. Cost $116.58 Unrealized
VEA VANGUARD TAX-MANAGED FDS 5.3%
Value ($000) $63,621 Shares 1,515,873 Est. Cost $41.73 Unrealized
IWB ISHARES TR 4.8%
Value ($000) $58,365 Shares 277,243 Est. Cost $165.30 Unrealized
IVV ISHARES TR 4.6%
Value ($000) $54,807 Shares 142,647 Est. Cost $213.95 Unrealized
VO VANGUARD INDEX FDS 4.2%
Value ($000) $51,131 Shares 250,877 Est. Cost $173.21 Unrealized
IAU ISHARES GOLD TR 4.2%
Value ($000) $50,603 Shares 1,462,936 Est. Cost $36.05 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 3.9%
Value ($000) $47,374 Shares 819,330 Est. Cost $57.83 Unrealized
IEFA ISHARES TR 3.7%
Value ($000) $44,902 Shares 728,459 Est. Cost $61.46 Unrealized
IVW ISHARES TR 2.7%
Value ($000) $32,522 Shares 555,927 Est. Cost $69.72 Unrealized
ICSH ISHARES TR 2.4%
Value ($000) $28,956 Shares 578,667 Est. Cost $50.42 Unrealized
IJR ISHARES TR 2.0%
Value ($000) $24,185 Shares 255,546 Est. Cost $88.65 Unrealized
QUAL ISHARES TR 1.8%
Value ($000) $21,653 Shares 190,009 Est. Cost $57.77 Unrealized
IVE ISHARES TR 1.7%
Value ($000) $20,346 Shares 140,252 Est. Cost $143.00 Unrealized
VB VANGUARD INDEX FDS 1.6%
Value ($000) $19,275 Shares 105,020 Est. Cost $143.59 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $11,787 Shares 90,716 Est. Cost $98.59 Unrealized +42.7%
EFV ISHARES TR 0.8%
Value ($000) $10,041 Shares 218,850 Est. Cost $42.72 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $8,369 Shares 34,897 Est. Cost $183.32 Unrealized +27.7%
GOOGL ALPHABET INC 0.6%
Value ($000) $7,817 Shares 88,599 Est. Cost $108.11 Unrealized -12.8%
EFG ISHARES TR 0.6%
Value ($000) $7,610 Shares 90,858 Est. Cost $87.41 Unrealized
EFA ISHARES TR 0.6%
Value ($000) $6,966 Shares 106,122 Est. Cost $57.66 Unrealized
AGG ISHARES TR 0.6%
Value ($000) $6,832 Shares 70,443 Est. Cost $102.77 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $6,792 Shares 38,448 Est. Cost $121.74 Unrealized +29.0%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $6,382 Shares 33,378 Est. Cost $180.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $6,042 Shares 11,397 Est. Cost $257.40 Unrealized +94.4%
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $5,796 Shares 80,685 Est. Cost $76.41 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $5,573 Shares 16,027 Est. Cost $279.64 Unrealized +15.6%
PIONEER NAT RES CO 0.5%
Value ($000) $5,525 Shares 24,190 Est. Cost $166.36 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $5,451 Shares 9,749 Est. Cost $27.87 Unrealized +70.8%
AMZN AMAZON COM INC 0.4%
Value ($000) $5,350 Shares 63,686 Est. Cost $123.20 Unrealized -19.8%
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $5,284 Shares 164,051 Est. Cost $26.27 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $5,216 Shares 97,247 Est. Cost $27.93 Unrealized +65.0%
DFUV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $5,084 Shares 151,855 Est. Cost $31.60 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $5,005 Shares 128,388 Est. Cost $42.19 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $4,929 Shares 10,797 Est. Cost $281.96 Unrealized +66.3%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $4,869 Shares 8,836 Est. Cost $328.80 Unrealized +59.7%
CI CIGNA CORP NEW 0.4%
Value ($000) $4,772 Shares 14,402 Est. Cost $182.36 Unrealized +63.9%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $4,498 Shares 33,543 Est. Cost $107.07 Unrealized +9.9%
PEP PEPSICO INC 0.4%
Value ($000) $4,444 Shares 24,444 Est. Cost $118.93 Unrealized +35.3%
BSV VANGUARD BD INDEX FDS 0.4%
Value ($000) $4,372 Shares 58,080 Est. Cost $78.33 Unrealized
INTU INTUIT 0.3%
Value ($000) $4,088 Shares 10,502 Est. Cost $258.62 Unrealized +50.4%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $4,048 Shares 15,172 Est. Cost $242.10 Unrealized +9.1%
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $4,031 Shares 89,955 Est. Cost $57.36 Unrealized
APH AMPHENOL CORP NEW 0.3%
Value ($000) $3,766 Shares 49,329 Est. Cost $27.66 Unrealized +32.9%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $3,710 Shares 26,587 Est. Cost $72.83 Unrealized +10.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $3,699 Shares 36,058 Est. Cost $86.10 Unrealized +10.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,569 Shares 16,653 Est. Cost $152.40 Unrealized +17.3%
XYL XYLEM INC 0.3%
Value ($000) $3,439 Shares 31,100 Est. Cost $117.53 Unrealized -14.1%
UNP UNION PAC CORP 0.3%
Value ($000) $3,334 Shares 16,101 Est. Cost $187.31 Unrealized +1.5%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $3,304 Shares 44,283 Est. Cost $74.70 Unrealized +3.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value ($000) $3,304 Shares 19,311 Est. Cost $104.06 Unrealized +63.8%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $3,238 Shares 40,172 Est. Cost $69.07 Unrealized +7.0%
IWM ISHARES TR 0.3%
Value ($000) $3,094 Shares 17,742 Est. Cost $124.47 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $3,089 Shares 21,076 Est. Cost $119.17 Unrealized +20.2%
LOW LOWES COS INC 0.3%
Value ($000) $3,082 Shares 15,471 Est. Cost $114.52 Unrealized +64.3%
CSCO CISCO SYS INC 0.3%
Value ($000) $3,078 Shares 64,611 Est. Cost $40.13 Unrealized +3.3%
TMUS T-MOBILE US INC 0.3%
Value ($000) $3,074 Shares 21,956 Est. Cost $131.69 Unrealized +5.4%
J JACOBS SOLUTIONS INC 0.3%
Value ($000) $3,028 Shares 25,222 Est. Cost $100.61 Unrealized -4.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,011 Shares 9,749 Est. Cost $265.84 Unrealized +11.7%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,003 Shares 21,259 Est. Cost $84.02 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $2,990 Shares 17,624 Est. Cost $148.75 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $2,958 Shares 34,797 Est. Cost $43.26 Unrealized +77.5%
ITT ITT INC 0.2%
Value ($000) $2,891 Shares 35,650 Est. Cost $97.81 Unrealized -20.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,844 Shares 28,665 Est. Cost $75.60 Unrealized +15.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2,596 Shares 25,723 Est. Cost $84.35 Unrealized +3.9%
BLACKROCK INC 0.2%
Value ($000) $2,579 Shares 3,640 Est. Cost $521.45 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $2,460 Shares 25,910 Est. Cost $87.11 Unrealized -7.1%
ECL ECOLAB INC 0.2%
Value ($000) $2,312 Shares 15,830 Est. Cost $178.04 Unrealized -20.3%
DBEF DBX ETF TR 0.2%
Value ($000) $2,277 Shares 70,649 Est. Cost $28.58 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $2,268 Shares 39,811 Est. Cost $42.59 Unrealized +34.5%
IWV ISHARES TR 0.2%
Value ($000) $2,226 Shares 10,086 Est. Cost $213.59 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $2,208 Shares 10,776 Est. Cost $142.15 Unrealized +42.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $2,123 Shares 24,433 Est. Cost $140.84 Unrealized -33.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,099 Shares 46,482 Est. Cost $51.21 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $1,986 Shares 15,878 Est. Cost $108.17 Unrealized
HEFA ISHARES TR 0.2%
Value ($000) $1,973 Shares 73,080 Est. Cost $25.00 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,929 Shares 30,502 Est. Cost $53.30 Unrealized +1.7%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,909 Shares 17,638 Est. Cost $104.76 Unrealized
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $1,823 Shares 7,743 Est. Cost $314.26 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,820 Shares 2,156 Est. Cost $29.41 Unrealized +82.8%
DVY ISHARES TR 0.2%
Value ($000) $1,809 Shares 14,998 Est. Cost $95.77 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $1,739 Shares 36,670 Est. Cost $52.69 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,678 Shares 15,209 Est. Cost $54.40 Unrealized +77.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,568 Shares 19,014 Est. Cost $86.50 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,445 Shares 19,127 Est. Cost $62.14 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,397 Shares 27,002 Est. Cost $58.14 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $1,326 Shares 9,778 Est. Cost $112.36 Unrealized +1.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,288 Shares 25,693 Est. Cost $45.93 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,268 Shares 7,067 Est. Cost $93.81 Unrealized +63.3%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,266 Shares 4,385 Est. Cost $304.77 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,221 Shares 13,961 Est. Cost $85.37 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1,165 Shares 9,956 Est. Cost $122.86 Unrealized -22.4%
IUSB ISHARES TR 0.1%
Value ($000) $1,165 Shares 25,924 Est. Cost $47.42 Unrealized
BALL BALL CORP 0.1%
Value ($000) $1,162 Shares 22,729 Est. Cost $64.69 Unrealized -23.5%
IWF ISHARES TR 0.1%
Value ($000) $1,081 Shares 5,045 Est. Cost $197.37 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $1,072 Shares 10,576 Est. Cost $102.57 Unrealized -11.0%
IEMG ISHARES INC 0.1%
Value ($000) $1,034 Shares 22,151 Est. Cost $46.42 Unrealized
LIFE STORAGE INC 0.1%
Value ($000) $1,025 Shares 10,410 Est. Cost $98.50 Unrealized
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,003 Shares 40,836 Est. Cost $24.37 Unrealized -0.2%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $955 Shares 4,587 Est. Cost $203.71 Unrealized +3.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $937 Shares 2 Est. Cost $428371.47 Unrealized +4.8%
RYN RAYONIER INC 0.1%
Value ($000) $925 Shares 28,050 Est. Cost $40.36 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $918 Shares 5,681 Est. Cost $101.61 Unrealized +35.0%
VTHR VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $883 Shares 5,141 Est. Cost $123.46 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $841 Shares 7,085 Est. Cost $64.11 Unrealized +70.6%
VMC VULCAN MATLS CO 0.1%
Value ($000) $841 Shares 4,800 Est. Cost $187.27 Unrealized -10.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $774 Shares 2,015 Est. Cost $398.74 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $770 Shares 4,910 Est. Cost $150.47 Unrealized +1.8%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $752 Shares 11,288 Est. Cost $65.66 Unrealized
WMT WALMART INC 0.1%
Value ($000) $713 Shares 5,009 Est. Cost $36.76 Unrealized +24.2%
NULG NUSHARES ETF TR 0.1%
Value ($000) $694 Shares 14,189 Est. Cost $47.66 Unrealized
NUSC NUSHARES ETF TR 0.1%
Value ($000) $684 Shares 20,003 Est. Cost $37.89 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $677 Shares 5,000 Est. Cost $86.93 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $675 Shares 9,839 Est. Cost $26.86 Unrealized -6.9%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $672 Shares 8,819 Est. Cost $37.86 Unrealized +78.8%
MRK MERCK & CO INC 0.1%
Value ($000) $654 Shares 5,853 Est. Cost $65.65 Unrealized +41.3%
NULV NUSHARES ETF TR 0.1%
Value ($000) $632 Shares 18,468 Est. Cost $32.06 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $624 Shares 21,942 Est. Cost $29.42 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $606 Shares 11,833 Est. Cost $32.16 Unrealized +25.0%
IWD ISHARES TR 0.0%
Value ($000) $576 Shares 3,795 Est. Cost $134.26 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $566 Shares 2,282 Est. Cost $189.47 Unrealized +11.4%
HD HOME DEPOT INC 0.0%
Value ($000) $559 Shares 1,771 Est. Cost $277.26 Unrealized +1.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $557 Shares 2,114 Est. Cost $210.68 Unrealized +16.4%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $551 Shares 3,638 Est. Cost $122.48 Unrealized +6.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $549 Shares 2,288 Est. Cost $202.31 Unrealized +13.2%
ABT ABBOTT LABS 0.0%
Value ($000) $536 Shares 4,880 Est. Cost $102.40 Unrealized -4.7%
DOW DOW INC 0.0%
Value ($000) $530 Shares 10,516 Est. Cost $43.47 Unrealized -6.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $509 Shares 2,000 Est. Cost $224.11 Unrealized -0.4%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $471 Shares 11,331 Est. Cost $47.13 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $464 Shares 7,263 Est. Cost $52.61 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $444 Shares 6,984 Est. Cost $45.56 Unrealized +20.5%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $434 Shares 14,264 Est. Cost $32.75 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $383 Shares 5,319 Est. Cost $56.60 Unrealized +15.2%
CTVA CORTEVA INC 0.0%
Value ($000) $343 Shares 5,841 Est. Cost $44.74 Unrealized +36.7%
LNN LINDSAY CORP 0.0%
Value ($000) $318 Shares 1,950 Est. Cost $147.20 Unrealized +7.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $313 Shares 1,483 Est. Cost $212.71 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $302 Shares 944 Est. Cost $399.18 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $301 Shares 5,887 Est. Cost $58.41 Unrealized
SYLD CAMBRIA ETF TR 0.0%
Value ($000) $291 Shares 4,900 Est. Cost $44.49 Unrealized
VVX V2X INC 0.0%
Value ($000) $287 Shares 6,944 Est. Cost $47.41 Unrealized -16.4%
CRM SALESFORCE INC 0.0%
Value ($000) $276 Shares 2,081 Est. Cost $180.14 Unrealized -20.0%
SCZ ISHARES TR 0.0%
Value ($000) $269 Shares 4,762 Est. Cost $49.77 Unrealized
TECH BIO-TECHNE CORP 0.0%
Value ($000) $265 Shares 3,200 Est. Cost $77.47 Unrealized +1.0%
GOOG ALPHABET INC 0.0%
Value ($000) $247 Shares 2,780 Est. Cost $110.23 Unrealized -14.1%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $236 Shares 6,455 Est. Cost $35.86 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $232 Shares 2,230 Est. Cost $66.75 Unrealized +36.9%
LRGF ISHARES TR 0.0%
Value ($000) $224 Shares 5,730 Est. Cost $46.60 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $218 Shares 1,634 Est. Cost $51.70 Unrealized +148.6%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $213 Shares 1,187 Est. Cost $188.81 Unrealized
RYAM RAYONIER ADVANCED MATLS INC 0.0%
Value ($000) $206 Shares 21,470 Est. Cost $6.50 Unrealized -2.1%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $205 Shares 4,687 Est. Cost $45.23 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $203 Shares 1,500 Est. Cost $122.47 Unrealized +4.3%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $202 Shares 609 Est. Cost $346.47 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $201 Shares 1,613 Est. Cost $141.45 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $200 Shares 1,470 Est. Cost $121.13 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $191 Shares 5,755 Est. Cost $34.75 Unrealized -8.7%
IWY ISHARES TR 0.0%
Value ($000) $190 Shares 1,573 Est. Cost $106.57 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $189 Shares 4,000 Est. Cost $18.82 Unrealized +20.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $188 Shares 1,952 Est. Cost $78.67 Unrealized +7.4%
FISV FISERV INC 0.0%
Value ($000) $187 Shares 1,850 Est. Cost $101.91 Unrealized -2.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $183 Shares 1,667 Est. Cost $129.96 Unrealized -16.2%
DE DEERE & CO 0.0%
Value ($000) $183 Shares 425 Est. Cost $339.39 Unrealized +14.5%
CC CHEMOURS CO 0.0%
Value ($000) $167 Shares 5,465 Est. Cost $31.43 Unrealized -15.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $164 Shares 1,077 Est. Cost $143.92 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $163 Shares 6,820 Est. Cost $23.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $162 Shares 1,152 Est. Cost $111.36 Unrealized +10.5%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $161 Shares 1,699 Est. Cost $95.55 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $160 Shares 3,635 Est. Cost $40.17 Unrealized
DHS WISDOMTREE TR 0.0%
Value ($000) $155 Shares 1,800 Est. Cost $76.82 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $150 Shares 1,844 Est. Cost $80.19 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $149 Shares 3,668 Est. Cost $50.69 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $147 Shares 1,753 Est. Cost $79.29 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $144 Shares 1,065 Est. Cost $129.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $136 Shares 1,811 Est. Cost $74.54 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $134 Shares 977 Est. Cost $114.33 Unrealized -1.4%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $129 Shares 3,280 Est. Cost $40.50 Unrealized -24.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $128 Shares 1,000 Est. Cost $118.08 Unrealized -3.4%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $123 Shares 6,400 Est. Cost $32.53 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $122 Shares 1,438 Est. Cost $89.88 Unrealized
IWX ISHARES TR 0.0%
Value ($000) $118 Shares 1,811 Est. Cost $61.84 Unrealized
V VISA INC 0.0%
Value ($000) $116 Shares 560 Est. Cost $198.34 Unrealized -0.7%
GSK GSK PLC 0.0%
Value ($000) $115 Shares 3,200 Est. Cost $29.78 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $115 Shares 1,363 Est. Cost $92.13 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $112 Shares 468 Est. Cost $206.59 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $107 Shares 1,060 Est. Cost $94.27 Unrealized
BP BP PLC 0.0%
Value ($000) $104 Shares 2,977 Est. Cost $28.48 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $104 Shares 2,500 Est. Cost $50.95 Unrealized -23.7%
IWS ISHARES TR 0.0%
Value ($000) $103 Shares 981 Est. Cost $101.26 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $103 Shares 387 Est. Cost $344.55 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $102 Shares 1,740 Est. Cost $47.42 Unrealized +14.7%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $101 Shares 2,966 Est. Cost $38.27 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $101 Shares 636 Est. Cost $149.54 Unrealized
KBR KBR INC 0.0%
Value ($000) $99 Shares 1,862 Est. Cost $47.46 Unrealized +1.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $98 Shares 2,367 Est. Cost $39.71 Unrealized +2.8%
T AT&T INC 0.0%
Value ($000) $96 Shares 5,200 Est. Cost $15.30 Unrealized -1.3%
IWN ISHARES TR 0.0%
Value ($000) $96 Shares 690 Est. Cost $136.23 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $95 Shares 1,420 Est. Cost $52.75 Unrealized +10.0%
MCK MCKESSON CORP 0.0%
Value ($000) $94 Shares 250 Est. Cost $171.79 Unrealized +113.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $93 Shares 993 Est. Cost $81.95 Unrealized +4.9%
SUSA ISHARES TR 0.0%
Value ($000) $91 Shares 1,102 Est. Cost $80.76 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $89 Shares 2,908 Est. Cost $31.86 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $85 Shares 175 Est. Cost $321.22 Unrealized +32.8%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $84 Shares 1,192 Est. Cost $65.44 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $84 Shares 1,420 Est. Cost $72.54 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $84 Shares 1,308 Est. Cost $61.95 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $82 Shares 1,043 Est. Cost $72.99 Unrealized -4.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $79 Shares 797 Est. Cost $90.61 Unrealized -4.3%
PIMCO CORPORATE & INCM STRG 0.0%
Value ($000) $79 Shares 6,602 Est. Cost $12.72 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $79 Shares 1,100 Est. Cost $59.62 Unrealized 0.0%
STT STATE STR CORP 0.0%
Value ($000) $78 Shares 1,000 Est. Cost $81.83 Unrealized -19.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $78 Shares 800 Est. Cost $118.06 Unrealized -21.0%
EEM ISHARES TR 0.0%
Value ($000) $75 Shares 1,980 Est. Cost $38.27 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $75 Shares 650 Est. Cost $113.85 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $74 Shares 476 Est. Cost $126.95 Unrealized +6.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $74 Shares 300 Est. Cost $255.18 Unrealized -13.6%
NTR NUTRIEN LTD 0.0%
Value ($000) $69 Shares 940 Est. Cost $61.64 Unrealized +15.4%
IJT ISHARES TR 0.0%
Value ($000) $69 Shares 638 Est. Cost $105.55 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $65 Shares 281 Est. Cost $228.47 Unrealized -1.0%
BATT AMPLIFY ETF TR 0.0%
Value ($000) $64 Shares 5,470 Est. Cost $14.63 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $63 Shares 2,388 Est. Cost $34.69 Unrealized -23.2%
CLOU GLOBAL X FDS 0.0%
Value ($000) $61 Shares 3,781 Est. Cost $16.40 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $60 Shares 1,600 Est. Cost $50.87 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $59 Shares 707 Est. Cost $52.22 Unrealized -7.4%
SHEL SHELL PLC 0.0%
Value ($000) $59 Shares 1,041 Est. Cost $50.91 Unrealized
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $59 Shares 2,990 Est. Cost $22.10 Unrealized -10.9%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $59 Shares 480 Est. Cost $182.03 Unrealized -33.1%
META META PLATFORMS INC 0.0%
Value ($000) $58 Shares 484 Est. Cost $260.73 Unrealized -55.3%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $42.11 Unrealized +20.7%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $54 Shares 711 Est. Cost $72.52 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $53 Shares 1,130 Est. Cost $35.03 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $53.83 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $50 Shares 1,268 Est. Cost $32.98 Unrealized 0.0%
EATON VANCE TAX ADVT DIV INC 0.0%
Value ($000) $50 Shares 2,179 Est. Cost $23.86 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $49 Shares 638 Est. Cost $63.56 Unrealized +12.6%
MDT MEDTRONIC PLC 0.0%
Value ($000) $49 Shares 621 Est. Cost $99.90 Unrealized -26.5%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $46 Shares 2,392 Est. Cost $21.47 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $45 Shares 811 Est. Cost $57.95 Unrealized
GLW CORNING INC 0.0%
Value ($000) $44 Shares 1,393 Est. Cost $34.93 Unrealized -14.9%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $44 Shares 207 Est. Cost $224.49 Unrealized -16.8%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $42 Shares 745 Est. Cost $56.68 Unrealized
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $42 Shares 1,213 Est. Cost $27.21 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $41 Shares 80 Est. Cost $347.79 Unrealized +39.3%
ISCB ISHARES TR 0.0%
Value ($000) $39 Shares 856 Est. Cost $44.39 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $39 Shares 900 Est. Cost $35.19 Unrealized 0.0%
CG CARLYLE GROUP INC 0.0%
Value ($000) $39 Shares 1,300 Est. Cost $33.57 Unrealized -24.2%
PWB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $38 Shares 640 Est. Cost $59.38 Unrealized
H & E EQUIPMENT SERVICES INC 0.0%
Value ($000) $38 Shares 839 Est. Cost $28.61 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $37 Shares 779 Est. Cost $47.72 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $37 Shares 262 Est. Cost $132.78 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $36 Shares 1,208 Est. Cost $36.14 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $36 Shares 787 Est. Cost $57.86 Unrealized -29.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $35 Shares 778 Est. Cost $50.96 Unrealized -23.0%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $35 Shares 635 Est. Cost $53.54 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $35 Shares 95 Est. Cost $172.11 Unrealized +100.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $35 Shares 336 Est. Cost $86.85 Unrealized -2.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $35 Shares 463 Est. Cost $72.14 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $34 Shares 821 Est. Cost $36.77 Unrealized -6.6%
HILLENBRAND INC 0.0%
Value ($000) $34 Shares 804 Est. Cost $41.04 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $34 Shares 481 Est. Cost $64.35 Unrealized -7.4%
LEN LENNAR CORP 0.0%
Value ($000) $34 Shares 371 Est. Cost $69.41 Unrealized +11.7%
IDNA ISHARES TR 0.0%
Value ($000) $34 Shares 1,333 Est. Cost $29.26 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $33 Shares 1,497 Est. Cost $21.91 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $33 Shares 205 Est. Cost $189.75 Unrealized -20.1%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $33 Shares 144 Est. Cost $208.02 Unrealized +5.5%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $33 Shares 1,535 Est. Cost $21.50 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $33 Shares 189 Est. Cost $191.44 Unrealized -21.1%
PTC PTC INC 0.0%
Value ($000) $32 Shares 269 Est. Cost $107.95 Unrealized +10.8%
IJK ISHARES TR 0.0%
Value ($000) $32 Shares 472 Est. Cost $63.56 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $32 Shares 4,000 Est. Cost $6.13 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $32 Shares 2,741 Est. Cost $10.81 Unrealized -6.9%
FDX FEDEX CORP 0.0%
Value ($000) $31 Shares 179 Est. Cost $212.43 Unrealized -27.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $30 Shares 360 Est. Cost $87.09 Unrealized -14.1%
CF CF INDS HLDGS INC 0.0%
Value ($000) $30 Shares 348 Est. Cost $89.74 Unrealized +5.3%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $29 Shares 200 Est. Cost $20.12 Unrealized -27.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $29 Shares 85 Est. Cost $331.30 Unrealized -2.9%
ACWI ISHARES TR 0.0%
Value ($000) $29 Shares 340 Est. Cost $105.65 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $29 Shares 852 Est. Cost $36.19 Unrealized -1.2%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $28 Shares 2,668 Est. Cost $14.07 Unrealized
MDYG SPDR SER TR 0.0%
Value ($000) $28 Shares 431 Est. Cost $60.32 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $28 Shares 492 Est. Cost $53.49 Unrealized -6.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $26 Shares 139 Est. Cost $158.80 Unrealized +6.6%
DTD WISDOMTREE TR 0.0%
Value ($000) $26 Shares 428 Est. Cost $58.02 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $26 Shares 158 Est. Cost $157.40 Unrealized -6.1%
USMV ISHARES TR 0.0%
Value ($000) $26 Shares 354 Est. Cost $70.27 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $25 Shares 184 Est. Cost $120.01 Unrealized +1.2%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $25 Shares 2,275 Est. Cost $12.31 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $25 Shares 565 Est. Cost $38.60 Unrealized -4.9%
FTV FORTIVE CORP 0.0%
Value ($000) $25 Shares 384 Est. Cost $45.41 Unrealized +5.2%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $24 Shares 367 Est. Cost $61.82 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 120 Est. Cost $200.00 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $23 Shares 669 Est. Cost $26.29 Unrealized +14.5%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $22 Shares 250 Est. Cost $62.04 Unrealized +29.6%
MMM 3M CO 0.0%
Value ($000) $20 Shares 170 Est. Cost $109.07 Unrealized -16.9%
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $20 Shares 325 Est. Cost $58.82 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $20 Shares 115 Est. Cost $149.49 Unrealized -1.0%
IWO ISHARES TR 0.0%
Value ($000) $20 Shares 93 Est. Cost $203.54 Unrealized
KR KROGER CO 0.0%
Value ($000) $19 Shares 418 Est. Cost $39.01 Unrealized +9.9%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $18 Shares 270 Est. Cost $90.53 Unrealized -27.7%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $18 Shares 737 Est. Cost $23.06 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $18 Shares 537 Est. Cost $27.53 Unrealized -0.3%
UBS UBS GROUP AG 0.0%
Value ($000) $17 Shares 904 Est. Cost $17.53 Unrealized -3.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $111.75 Unrealized +35.9%
TFC TRUIST FINL CORP 0.0%
Value ($000) $16 Shares 370 Est. Cost $46.00 Unrealized -19.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $15 Shares 120 Est. Cost $114.86 Unrealized -1.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $15 Shares 600 Est. Cost $25.42 Unrealized +6.5%
IWR ISHARES TR 0.0%
Value ($000) $15 Shares 224 Est. Cost $62.50 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $15 Shares 414 Est. Cost $36.23 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $14 Shares 315 Est. Cost $44.81 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $14 Shares 302 Est. Cost $40.72 Unrealized +0.8%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $14 Shares 581 Est. Cost $25.29 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $14 Shares 201 Est. Cost $64.78 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $13 Shares 155 Est. Cost $54.24 Unrealized +34.9%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 181 Est. Cost $63.73 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $12 Shares 378 Est. Cost $35.62 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $12 Shares 35 Est. Cost $374.66 Unrealized -14.3%
THO THOR INDS INC 0.0%
Value ($000) $11 Shares 145 Est. Cost $75.03 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $11 Shares 388 Est. Cost $23.20 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $10 Shares 110 Est. Cost $139.97 Unrealized -33.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 1,943 Est. Cost $10.82 Unrealized -43.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $9 Shares 114 Est. Cost $63.62 Unrealized +16.6%
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 324 Est. Cost $28.21 Unrealized
WERN WERNER ENTERPRISES INC 0.0%
Value ($000) $9 Shares 217 Est. Cost $39.39 Unrealized +3.5%
OGN ORGANON & CO 0.0%
Value ($000) $8 Shares 290 Est. Cost $29.25 Unrealized -24.9%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $8 Shares 330 Est. Cost $24.24 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $7 Shares 144 Est. Cost $44.97 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $108.06 Unrealized -4.1%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $6 Shares 155 Est. Cost $32.40 Unrealized +9.5%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $6 Shares 64 Est. Cost $154.16 Unrealized -39.1%
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $5 Shares 86 Est. Cost $46.89 Unrealized +3.7%
IXUS ISHARES TR 0.0%
Value ($000) $5 Shares 82 Est. Cost $57.88 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $4 Shares 86 Est. Cost $48.54 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $4 Shares 46 Est. Cost $108.70 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $261.05 Unrealized -27.5%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 290 Est. Cost $9.29 Unrealized -2.5%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $3 Shares 22 Est. Cost $158.45 Unrealized -6.1%
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $3 Shares 63 Est. Cost $43.65 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $2 Shares 60 Est. Cost $58.79 Unrealized -9.8%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $2 Shares 70 Est. Cost $33.54 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2 Shares 14 Est. Cost $156.56 Unrealized -9.1%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $2 Shares 24 Est. Cost $75.63 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 166 Est. Cost $10.94 Unrealized -8.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $2 Shares 52 Est. Cost $46.14 Unrealized -34.9%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $55.56 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.35 Unrealized -33.2%
HYLB DBX ETF TR 0.0%
Value ($000) $1 Shares 38 Est. Cost $33.79 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $1 Shares 12 Est. Cost $135.03 Unrealized -30.0%
PETS PETMED EXPRESS INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $22.35 Unrealized -11.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 28 Est. Cost $25.64 Unrealized -26.9%
VFC V F CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $50.16 Unrealized -41.4%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 53 Est. Cost $9.13 Unrealized -17.6%
DALLASNEWS CORPORATION 0.0%
Value ($000) $0 Shares 98 Est. Cost $10.20 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 36 Est. Cost $18.55 Unrealized -39.1%
YOLO ADVISORSHARES TR 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AI C3 AI INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.38 Unrealized -31.9%
INVACARE CORP 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
CEIN CAMBER ENERGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.32 Unrealized 0.0%