BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

Location: Blue Bell, PA

CIK: 0001352860 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $682M (100.0% shares, 0.0% debt)

Holdings (726)

SPY STATE STR SPDR S&P 500 ETF TR TR UNIT 22.4%
Value $153M Shares 224,155 Est. Cost $301.90 Unrealized
GENERAL AMERN INVS CO INC COM 7.0%
Value $47.61M Shares 810,682 Est. Cost $37.68 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 3.2%
Value $22.01M Shares 817,810 Est. Cost $34.54 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 3.2%
Value $21.55M Shares 924,285 Est. Cost $14.23 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 2.3%
Value $15.87M Shares 605,024 Est. Cost $34.68 Unrealized
CENTRAL SECS CORP COM 2.3%
Value $15.8M Shares 311,489 Est. Cost $44.34 Unrealized
TRI CONTL CORP COM 2.0%
Value $13.75M Shares 420,932 Est. Cost $19.86 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.7%
Value $11.47M Shares 46,599 Est. Cost $184.50 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.6%
Value $10.99M Shares 32,789 Est. Cost $207.13 Unrealized
ROYCE SMALL CAP TRUST INC COM 1.5%
Value $10.5M Shares 652,300 Est. Cost $14.83 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 1.5%
Value $9.956M Shares 124,111 Est. Cost $60.89 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.4%
Value $9.512M Shares 49,658 Est. Cost $145.27 Unrealized
ASA GOLD AND PRECIOUS MTLS LMT SHS 1.3%
Value $8.553M Shares 143,341 Est. Cost $23.09 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 1.2%
Value $8.42M Shares 17,521 Est. Cost $300.91 Unrealized
AAPL APPLE INC COM 1.1%
Value $7.663M Shares 28,188 Est. Cost $178.40 Unrealized +50.4%
VOO VANGUARD S&P 500 ETF 1.0%
Value $7.075M Shares 11,281 Est. Cost $427.57 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.0%
Value $6.649M Shares 9,707 Est. Cost $447.51 Unrealized
SRH TOTAL RETURN FUND INC COM 0.9%
Value $6.065M Shares 327,106 Est. Cost $14.72 Unrealized
ROYCE MICRO-CAP TR INC COM 0.9%
Value $5.849M Shares 560,788 Est. Cost $9.24 Unrealized
SABA CAPITAL INCOME & OPRNT FD SHS NEW 0.8%
Value $5.333M Shares 760,779 Est. Cost $7.06 Unrealized
NEUBERGER NEXT GENERATION COMMON STOCK 0.8%
Value $5.208M Shares 360,641 Est. Cost $12.85 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.8%
Value $5.122M Shares 179,862 Est. Cost $44.21 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value $4.51M Shares 9,325 Est. Cost $364.35 Unrealized +37.4%
FMAR FT VEST US EQUITY BUFFER ETF - MARCH 0.7%
Value $4.435M Shares 93,444 Est. Cost $35.60 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.6%
Value $4.412M Shares 7,182 Est. Cost $340.44 Unrealized
OCTB APTUS OCTOBER BUFFER ETF 0.6%
Value $4.395M Shares 171,999 Est. Cost $25.55 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.6%
Value $4.3M Shares 145,228 Est. Cost $34.03 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.6%
Value $4.162M Shares 89,042 Est. Cost $32.72 Unrealized
GABELLI DIVID & INCOME TR COM 0.6%
Value $4.146M Shares 149,306 Est. Cost $23.42 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.6%
Value $4.138M Shares 137,619 Est. Cost $34.40 Unrealized
SPECIAL OPPORTUNITIES FD INC COM 0.6%
Value $4.097M Shares 278,909 Est. Cost $12.53 Unrealized
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.5%
Value $3.751M Shares 93,943 Est. Cost $30.94 Unrealized
XBOC INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - OCTOBER 0.5%
Value $3.71M Shares 110,569 Est. Cost $23.46 Unrealized
OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF 0.5%
Value $3.676M Shares 94,267 Est. Cost $27.87 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.5%
Value $3.639M Shares 282,305 Est. Cost $13.08 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.5%
Value $3.418M Shares 77,821 Est. Cost $29.34 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.5%
Value $3.344M Shares 147,913 Est. Cost $19.30 Unrealized
XBJL INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JULY 0.5%
Value $3.304M Shares 86,376 Est. Cost $27.73 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.5%
Value $3.095M Shares 69,067 Est. Cost $32.34 Unrealized
GABELLI HEALTHCARE & WELLNESS SHS 0.4%
Value $2.818M Shares 292,672 Est. Cost $10.12 Unrealized
XBJA INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - JANUARY 0.4%
Value $2.798M Shares 87,511 Est. Cost $23.44 Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.4%
Value $2.555M Shares 50,324 Est. Cost $31.62 Unrealized
ADAM NAT RES FD INC COM 0.4%
Value $2.522M Shares 115,997 Est. Cost $22.25 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.4%
Value $2.516M Shares 54,195 Est. Cost $30.62 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value $2.466M Shares 5,211 Est. Cost $171.99 Unrealized
NVDA NVIDIA CORPORATION COM 0.4%
Value $2.434M Shares 13,053 Est. Cost $112.46 Unrealized +65.5%
PSFM PACER SWAN SOS FLEX (APRIL) ETF 0.4%
Value $2.433M Shares 76,427 Est. Cost $21.90 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.4%
Value $2.425M Shares 88,414 Est. Cost $37.06 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.4%
Value $2.421M Shares 58,945 Est. Cost $16.43 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.4%
Value $2.393M Shares 50,888 Est. Cost $34.24 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value $2.391M Shares 11,555 Est. Cost $150.59 Unrealized +30.8%
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.3%
Value $2.374M Shares 49,487 Est. Cost $34.66 Unrealized
ELLSWORTH GROWTH & INCOME FD COM 0.3%
Value $2.323M Shares 199,783 Est. Cost $9.33 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.3%
Value $2.304M Shares 51,534 Est. Cost $69.48 Unrealized
FAPR FT VEST U.S. EQUITY BUFFER ETF - APRIL 0.3%
Value $2.298M Shares 51,728 Est. Cost $34.36 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.3%
Value $2.279M Shares 69,871 Est. Cost $39.32 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value $2.266M Shares 36,267 Est. Cost $53.60 Unrealized
NYLI CBRE GBL INFR MEGTRNDS TR COM 0.3%
Value $2.236M Shares 162,520 Est. Cost $13.14 Unrealized
GABELLI GLOBAL SMALL & MID CAP COM 0.3%
Value $2.22M Shares 148,001 Est. Cost $12.57 Unrealized
SABA CAPITAL INCOME & OPPORTUN COM NEW 0.3%
Value $2.208M Shares 267,589 Est. Cost $8.75 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.3%
Value $2.19M Shares 39,783 Est. Cost $40.99 Unrealized
CLEARBRIDGE ENERGY MIDSTREAM O COM 0.3%
Value $2.187M Shares 48,981 Est. Cost $44.18 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value $2.171M Shares 9,405 Est. Cost $165.34 Unrealized +38.4%
BANCROFT FD LTD COM 0.3%
Value $2.152M Shares 97,374 Est. Cost $18.75 Unrealized
DESTRA MULTI-ALTERNATIVE FD COMMON SHARES 0.3%
Value $2.141M Shares 238,649 Est. Cost $8.04 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.3%
Value $2.054M Shares 50,451 Est. Cost $29.13 Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.3%
Value $1.951M Shares 34,184 Est. Cost $36.39 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value $1.891M Shares 6,025 Est. Cost $142.00 Unrealized +101.6%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.3%
Value $1.877M Shares 37,968 Est. Cost $33.12 Unrealized
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.3%
Value $1.871M Shares 35,267 Est. Cost $34.72 Unrealized
BLACKROCK HEALTH SCIENCES TERM COM SHS 0.3%
Value $1.857M Shares 123,390 Est. Cost $14.59 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.3%
Value $1.771M Shares 35,951 Est. Cost $32.48 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.3%
Value $1.765M Shares 42,245 Est. Cost $30.18 Unrealized
SPROTT FOCUS TR INC COM 0.3%
Value $1.744M Shares 200,923 Est. Cost $7.79 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.2%
Value $1.655M Shares 36,822 Est. Cost $33.63 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.2%
Value $1.638M Shares 33,663 Est. Cost $32.81 Unrealized
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.2%
Value $1.637M Shares 32,724 Est. Cost $31.99 Unrealized
BLACKROCK TECH AND PRIVATE EQU SHS BEN INT 0.2%
Value $1.583M Shares 240,173 Est. Cost $7.21 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value $1.569M Shares 3,959 Est. Cost $206.48 Unrealized
OCTT ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF 0.2%
Value $1.541M Shares 35,417 Est. Cost $27.88 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.2%
Value $1.47M Shares 42,896 Est. Cost $26.81 Unrealized
CLOUGH GLOBAL EQUITY FD COM 0.2%
Value $1.465M Shares 191,293 Est. Cost $7.04 Unrealized
FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.2%
Value $1.392M Shares 26,991 Est. Cost $44.40 Unrealized
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.2%
Value $1.379M Shares 243,651 Est. Cost $5.43 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.2%
Value $1.341M Shares 23,987 Est. Cost $34.69 Unrealized
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.2%
Value $1.305M Shares 38,753 Est. Cost $25.94 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.2%
Value $1.293M Shares 77,070 Est. Cost $14.37 Unrealized
ROYCE GLOBAL TRUST INC COM 0.2%
Value $1.266M Shares 96,580 Est. Cost $11.63 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value $1.264M Shares 4,039 Est. Cost $131.44 Unrealized +117.3%
XOM EXXON MOBIL CORP COM 0.2%
Value $1.231M Shares 10,233 Est. Cost $91.81 Unrealized +25.8%
JPM JPMORGAN CHASE & CO. COM 0.2%
Value $1.23M Shares 3,817 Est. Cost $181.49 Unrealized +70.6%
VB VANGUARD SMALL-CAP ETF 0.2%
Value $1.199M Shares 4,648 Est. Cost $204.13 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value $1.197M Shares 9,708 Est. Cost $99.78 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.2%
Value $1.182M Shares 3,347 Est. Cost $317.99 Unrealized +14.2%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.2%
Value $1.17M Shares 22,101 Est. Cost $38.84 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value $1.148M Shares 3,954 Est. Cost $236.33 Unrealized
NEW GERMANY FD INC COM 0.2%
Value $1.147M Shares 100,443 Est. Cost $9.81 Unrealized
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 0.2%
Value $1.139M Shares 27,843 Est. Cost $30.70 Unrealized
TSLA TESLA INC COM 0.2%
Value $1.118M Shares 2,486 Est. Cost $320.25 Unrealized +38.4%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.2%
Value $1.084M Shares 5,984 Est. Cost $158.20 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.2%
Value $1.081M Shares 70,871 Est. Cost $14.53 Unrealized
JOHN HANCOCK DIVERSIFIED INCOM COM 0.2%
Value $1.053M Shares 97,987 Est. Cost $10.56 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.2%
Value $1.039M Shares 106,566 Est. Cost $9.17 Unrealized
ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC 0.2%
Value $1.031M Shares 87,223 Est. Cost $10.93 Unrealized
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.1%
Value $1.011M Shares 23,533 Est. Cost $29.41 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value $999K Shares 1,987 Est. Cost $331.78 Unrealized +50.0%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value $991K Shares 25,338 Est. Cost $29.12 Unrealized
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.1%
Value $975K Shares 167,315 Est. Cost $5.12 Unrealized
DUFF & PHELPS UTLITY AND INFST COM 0.1%
Value $969K Shares 76,265 Est. Cost $12.03 Unrealized
V VISA INC COM CL A 0.1%
Value $962K Shares 2,743 Est. Cost $323.06 Unrealized +5.4%
JAPAN SMALLER CAPITALIZATION F COM 0.1%
Value $943K Shares 85,070 Est. Cost $9.11 Unrealized
FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 0.1%
Value $904K Shares 17,658 Est. Cost $36.89 Unrealized
CLOUGH GLOBAL DIVID & INCOME F COM 0.1%
Value $894K Shares 149,747 Est. Cost $5.86 Unrealized
WMT WALMART INC COM 0.1%
Value $853K Shares 7,656 Est. Cost $55.52 Unrealized +93.1%
MEXICO EQUITY & INCOME FD COM 0.1%
Value $846K Shares 68,376 Est. Cost $9.07 Unrealized
BNY MELLON STRATEGIC MUNS INC COM 0.1%
Value $810K Shares 127,408 Est. Cost $6.20 Unrealized
META META PLATFORMS INC CL A 0.1%
Value $808K Shares 1,225 Est. Cost $484.97 Unrealized +37.6%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value $781K Shares 20,359 Est. Cost $37.85 Unrealized +4.0%
BNY MELLON STRATEGIC MUN BD FD COM 0.1%
Value $759K Shares 123,005 Est. Cost $6.09 Unrealized
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.1%
Value $759K Shares 14,198 Est. Cost $39.39 Unrealized
HIGHLAND OPPS & INCOME FD HIGHLAND INCOME 0.1%
Value $759K Shares 126,901 Est. Cost $5.71 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value $749K Shares 11,634 Est. Cost $25.13 Unrealized
CALAMOS GBL DYN INCOME FUND COM 0.1%
Value $739K Shares 99,686 Est. Cost $7.12 Unrealized
HD HOME DEPOT INC COM 0.1%
Value $722K Shares 2,099 Est. Cost $354.73 Unrealized +2.8%
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.1%
Value $716K Shares 55,271 Est. Cost $13.53 Unrealized
ORCL ORACLE CORP COM 0.1%
Value $701K Shares 3,599 Est. Cost $159.16 Unrealized +49.6%
OEF ISHARES S&P 100 ETF 0.1%
Value $700K Shares 2,041 Est. Cost $114.64 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value $693K Shares 3,626 Est. Cost $163.77 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value $683K Shares 4,592 Est. Cost $87.57 Unrealized
JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF 0.1%
Value $683K Shares 18,442 Est. Cost $27.63 Unrealized
LIBERTY ALL-STAR GROWTH FD INC COM 0.1%
Value $679K Shares 128,160 Est. Cost $5.25 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.1%
Value $679K Shares 15,695 Est. Cost $30.86 Unrealized
TORTOISE ENERGY INFRSTRCTR CP COM 0.1%
Value $666K Shares 16,280 Est. Cost $39.46 Unrealized
BLACKROCK ENHANCED GLOBAL COM 0.1%
Value $659K Shares 56,280 Est. Cost $11.01 Unrealized
GLW CORNING INC COM 0.1%
Value $653K Shares 7,457 Est. Cost $45.07 Unrealized +90.8%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value $641K Shares 6,445 Est. Cost $72.48 Unrealized
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.1%
Value $636K Shares 12,981 Est. Cost $39.37 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value $633K Shares 3,566 Est. Cost $162.49 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value $632K Shares 14,213 Est. Cost $33.94 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $630K Shares 12,687 Est. Cost $48.98 Unrealized
PSMO PACER SWAN SOS MODERATE (OCTOBER) ETF 0.1%
Value $602K Shares 19,582 Est. Cost $21.38 Unrealized
CALAMOS LNG SHR EQT DYNAMIC TR COM 0.1%
Value $585K Shares 40,014 Est. Cost $15.21 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value $584K Shares 2,655 Est. Cost $165.78 Unrealized
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.1%
Value $583K Shares 53,093 Est. Cost $10.69 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value $576K Shares 2,902 Est. Cost $184.54 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value $552K Shares 16,855 Est. Cost $25.08 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value $546K Shares 2,576 Est. Cost $205.17 Unrealized
CASY CASEYS GEN STORES INC COM 0.1%
Value $544K Shares 984 Est. Cost $521.89 Unrealized +5.3%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value $531K Shares 4,417 Est. Cost $103.56 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $526K Shares 21,884 Est. Cost $26.03 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.1%
Value $525K Shares 11,538 Est. Cost $34.61 Unrealized
KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY 0.1%
Value $523K Shares 16,494 Est. Cost $23.14 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value $522K Shares 2,481 Est. Cost $169.94 Unrealized
ABRDN NATL MUN INCOME FD SH BEN INT 0.1%
Value $520K Shares 50,657 Est. Cost $10.48 Unrealized
NEUBERGER MUN FD INC COM 0.1%
Value $511K Shares 50,459 Est. Cost $10.58 Unrealized
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY 0.1%
Value $507K Shares 9,789 Est. Cost $35.35 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.1%
Value $500K Shares 3,474 Est. Cost $62.99 Unrealized +144.1%
NUVEEN MULTI ASSET INCOME FUND COM 0.1%
Value $493K Shares 37,781 Est. Cost $12.47 Unrealized
JANB APTUS JANUARY BUFFER ETF 0.1%
Value $492K Shares 19,184 Est. Cost $25.65 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value $488K Shares 8,867 Est. Cost $42.48 Unrealized +24.0%
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.1%
Value $485K Shares 25,612 Est. Cost $17.13 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value $479K Shares 446 Est. Cost $316.42 Unrealized +202.0%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.1%
Value $476K Shares 11,363 Est. Cost $31.68 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value $475K Shares 1,650 Est. Cost $255.78 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value $475K Shares 6,160 Est. Cost $59.11 Unrealized +24.8%
MAYT ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF 0.1%
Value $474K Shares 12,836 Est. Cost $30.11 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value $473K Shares 538 Est. Cost $470.34 Unrealized +72.9%
XSEP FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER 0.1%
Value $470K Shares 11,089 Est. Cost $40.43 Unrealized
CSX CSX CORP COM 0.1%
Value $468K Shares 12,912 Est. Cost $33.29 Unrealized +7.2%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value $458K Shares 8,058 Est. Cost $39.28 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value $443K Shares 5,461 Est. Cost $33.76 Unrealized
HIGH INCOME SECS FD SHS BEN INT 0.1%
Value $438K Shares 71,152 Est. Cost $6.58 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.1%
Value $436K Shares 11,020 Est. Cost $30.32 Unrealized
XBNYX BLACKROCK N Y MUN INCOME TRUST SH BEN INT 0.1%
Value $433K Shares 42,653 Est. Cost $10.68 Unrealized
EXC EXELON CORP COM 0.1%
Value $431K Shares 9,885 Est. Cost $43.36 Unrealized +4.8%
VIRTUS TOTAL RETURN FD INC COM 0.1%
Value $431K Shares 68,391 Est. Cost $6.12 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value $422K Shares 2,750 Est. Cost $92.96 Unrealized +58.9%
JANT ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF 0.1%
Value $408K Shares 9,903 Est. Cost $28.13 Unrealized
SCHK SCHWAB 1000 INDEX ETF 0.1%
Value $406K Shares 12,388 Est. Cost $29.87 Unrealized
COHR COHERENT CORP COM 0.1%
Value $405K Shares 2,193 Est. Cost $82.63 Unrealized +81.0%
TOTAL RETURN SECURITIES FUND COM 0.1%
Value $401K Shares 64,513 Est. Cost $7.05 Unrealized
GDL FD COM SH BEN IT 0.1%
Value $397K Shares 46,876 Est. Cost $8.31 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value $390K Shares 2,197 Est. Cost $91.76 Unrealized +81.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value $388K Shares 515 Est. Cost $495.70 Unrealized
SIVR ABRDN PHYSICAL SILVER SHARES ETF 0.1%
Value $387K Shares 5,727 Est. Cost $24.36 Unrealized
VIRTUS CONVERTIBLE & INCOME FD COM NEW 0.1%
Value $386K Shares 25,451 Est. Cost $15.07 Unrealized
MVST MICROVAST HOLDINGS INC COM 0.1%
Value $385K Shares 137,603 Est. Cost $3.12 Unrealized +33.8%
WFC WELLS FARGO & CO COM 0.1%
Value $385K Shares 4,128 Est. Cost $44.58 Unrealized +94.3%
PSMJ PACER SWAN SOS MODERATE (JULY) ETF 0.1%
Value $375K Shares 11,640 Est. Cost $22.78 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.1%
Value $374K Shares 4,474 Est. Cost $99.44 Unrealized +4.2%
MFS HIGH INCOME MUN TR SH BEN INT 0.1%
Value $373K Shares 100,752 Est. Cost $3.68 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value $369K Shares 2,077 Est. Cost $97.74 Unrealized +85.2%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.1%
Value $365K Shares 2,900 Est. Cost $96.32 Unrealized
ALLIANCEBERNSTEIN NATL MUN INM COM 0.1%
Value $365K Shares 33,722 Est. Cost $11.05 Unrealized
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value $355K Shares 6,474 Est. Cost $50.70 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.1%
Value $354K Shares 2,287 Est. Cost $86.10 Unrealized
BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF 0.1%
Value $353K Shares 9,624 Est. Cost $31.94 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value $349K Shares 1,786 Est. Cost $138.35 Unrealized +41.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $344K Shares 5,213 Est. Cost $62.23 Unrealized
BBW BUILD-A-BEAR WORKSHOP INC COM 0.0%
Value $340K Shares 5,549 Est. Cost $54.29 Unrealized -0.0%
MTZ MASTEC INC COM 0.0%
Value $334K Shares 1,537 Est. Cost $135.69 Unrealized +54.7%
ABRDN EMERGING MARKETS EX CHIN COM 0.0%
Value $333K Shares 47,558 Est. Cost $5.24 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value $332K Shares 14,550 Est. Cost $20.76 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value $327K Shares 4,066 Est. Cost $68.28 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value $326K Shares 35,400 Est. Cost $8.83 Unrealized
APRT ALLIANZIM U.S. EQUITY BUFFER10 APR ETF 0.0%
Value $325K Shares 7,803 Est. Cost $33.49 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $323K Shares 3,337 Est. Cost $27.02 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $320K Shares 552 Est. Cost $510.03 Unrealized +10.8%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value $319K Shares 887 Est. Cost $183.06 Unrealized
TLN TALEN ENERGY CORP COM 0.0%
Value $319K Shares 852 Est. Cost $388.68 Unrealized 0.0%
JULT ALLIANZIM U.S. EQUITY BUFFER10 JUL ETF 0.0%
Value $319K Shares 7,112 Est. Cost $31.35 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $319K Shares 5,931 Est. Cost $45.29 Unrealized
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value $318K Shares 10,479 Est. Cost $22.32 Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.0%
Value $317K Shares 368 Est. Cost $610.21 Unrealized +48.4%
MORGAN STANLEY INDIA INVT FD I COM 0.0%
Value $317K Shares 12,698 Est. Cost $26.42 Unrealized
BLACKROCK MUNIHLDGS NY QLTY FD COM 0.0%
Value $314K Shares 30,676 Est. Cost $10.73 Unrealized
TEMPLETON EMERGING MKTS FD COM 0.0%
Value $310K Shares 18,218 Est. Cost $13.32 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value $310K Shares 21,063 Est. Cost $14.23 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value $307K Shares 7,763 Est. Cost $36.48 Unrealized
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $306K Shares 1,269 Est. Cost $160.69 Unrealized
KSEP INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER 0.0%
Value $299K Shares 10,732 Est. Cost $26.08 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $296K Shares 1,729 Est. Cost $79.65 Unrealized +95.1%
EUROPEAN EQUITY FD INC COM 0.0%
Value $280K Shares 27,146 Est. Cost $10.18 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $277K Shares 2,440 Est. Cost $89.98 Unrealized
XTJA INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JANUARY 0.0%
Value $276K Shares 8,736 Est. Cost $21.78 Unrealized
AVGO BROADCOM INC COM 0.0%
Value $275K Shares 796 Est. Cost $183.14 Unrealized +94.9%
DIS DISNEY WALT CO COM 0.0%
Value $272K Shares 2,387 Est. Cost $129.34 Unrealized -15.3%
GAUG FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST 0.0%
Value $270K Shares 6,867 Est. Cost $32.96 Unrealized
THORNBURG INCM BUILDER OPP TR COM 0.0%
Value $269K Shares 13,396 Est. Cost $16.85 Unrealized
PSFJ PACER SWAN SOS FLEX (JULY) ETF 0.0%
Value $268K Shares 8,078 Est. Cost $23.59 Unrealized
UNP UNION PAC CORP COM 0.0%
Value $265K Shares 1,145 Est. Cost $213.98 Unrealized +6.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $259K Shares 2,057 Est. Cost $102.70 Unrealized +37.0%
GE GE AEROSPACE COM NEW 0.0%
Value $255K Shares 829 Est. Cost $139.43 Unrealized +115.7%
QBTS D-WAVE QUANTUM INC COM 0.0%
Value $255K Shares 9,754 Est. Cost $7.38 Unrealized +294.9%
MRK MERCK & CO INC COM 0.0%
Value $255K Shares 2,423 Est. Cost $77.58 Unrealized +20.2%
XBAP INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL 0.0%
Value $252K Shares 6,518 Est. Cost $30.50 Unrealized
PIMCO CALIF MUN INCOME FD COM 0.0%
Value $251K Shares 28,713 Est. Cost $8.71 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $250K Shares 1,611 Est. Cost $70.40 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $247K Shares 3,558 Est. Cost $53.15 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value $228K Shares 771 Est. Cost $180.40 Unrealized +65.6%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value $227K Shares 10,150 Est. Cost $22.70 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $225K Shares 1,715 Est. Cost $103.82 Unrealized +32.6%
WAB WABTEC COM 0.0%
Value $224K Shares 1,051 Est. Cost $190.90 Unrealized +7.6%
PEP PEPSICO INC COM 0.0%
Value $219K Shares 1,524 Est. Cost $136.77 Unrealized +6.7%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $219K Shares 1,021 Est. Cost $144.49 Unrealized +55.4%
INTC INTEL CORP COM 0.0%
Value $218K Shares 5,903 Est. Cost $45.16 Unrealized -16.4%
PG PROCTER & GAMBLE CO COM 0.0%
Value $217K Shares 1,517 Est. Cost $143.21 Unrealized +2.8%
AMGN AMGEN INC COM 0.0%
Value $215K Shares 657 Est. Cost $262.40 Unrealized +20.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $215K Shares 707 Est. Cost $189.20 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $213K Shares 3,688 Est. Cost $37.60 Unrealized +57.9%
AIT APPLIED INDL TECHNOLOGIES INC COM 0.0%
Value $212K Shares 827 Est. Cost $244.42 Unrealized +4.4%
MFS MUN INCOME TR SH BEN INT 0.0%
Value $209K Shares 38,571 Est. Cost $5.47 Unrealized
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value $208K Shares 35,347 Est. Cost $5.56 Unrealized
GAMCO NAT RES GOLD & INCOME TR SH BEN INT 0.0%
Value $207K Shares 27,848 Est. Cost $6.01 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value $207K Shares 363 Est. Cost $373.39 Unrealized +49.7%
SYY SYSCO CORP COM 0.0%
Value $201K Shares 2,725 Est. Cost $72.39 Unrealized +4.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $200K Shares 332 Est. Cost $428.60 Unrealized
PFE PFIZER INC COM 0.0%
Value $199K Shares 8,012 Est. Cost $37.75 Unrealized -33.7%
RTX RTX CORPORATION COM 0.0%
Value $197K Shares 1,074 Est. Cost $86.31 Unrealized +100.8%
GEV GE VERNOVA INC COM 0.0%
Value $189K Shares 289 Est. Cost $356.02 Unrealized +71.1%
ESEA EUROSEAS LTD SHS 0.0%
Value $187K Shares 3,421 Est. Cost $55.19 Unrealized +3.2%
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.0%
Value $185K Shares 4,178 Est. Cost $31.31 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value $183K Shares 7,260 Est. Cost $24.82 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value $180K Shares 602 Est. Cost $248.40 Unrealized
NVBT ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF 0.0%
Value $177K Shares 4,806 Est. Cost $31.24 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value $177K Shares 2,061 Est. Cost $46.87 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value $177K Shares 1,324 Est. Cost $113.72 Unrealized
BLACKROCK MUNIHLDNGS CALI QLTY COM 0.0%
Value $175K Shares 16,550 Est. Cost $11.37 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value $174K Shares 609 Est. Cost $128.49 Unrealized +78.5%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $174K Shares 833 Est. Cost $143.82 Unrealized +34.0%
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $172K Shares 3,136 Est. Cost $36.98 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value $168K Shares 26,800 Est. Cost $6.28 Unrealized
NUVEEN PENNSYLVANIA QLT MUN FD COM 0.0%
Value $168K Shares 14,129 Est. Cost $11.92 Unrealized
WSFS WSFS FINL CORP COM 0.0%
Value $167K Shares 3,019 Est. Cost $51.82 Unrealized +5.6%
VIRTUS EQUITY & CONV INCM FD COM 0.0%
Value $166K Shares 6,655 Est. Cost $24.96 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value $165K Shares 3,604 Est. Cost $30.10 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value $165K Shares 3,774 Est. Cost $29.41 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value $164K Shares 339 Est. Cost $445.56 Unrealized +6.9%
FEBT ALLIANZIM U.S. EQUITY BUFFER10 FEB ETF 0.0%
Value $161K Shares 4,226 Est. Cost $25.77 Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value $156K Shares 1,086 Est. Cost $95.29 Unrealized
HIGHLAND GLOBAL ALLOCATION FD COM 0.0%
Value $156K Shares 17,062 Est. Cost $7.19 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $155K Shares 5,197 Est. Cost $38.21 Unrealized -25.3%
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 0.0%
Value $154K Shares 3,546 Est. Cost $31.14 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value $153K Shares 2,148 Est. Cost $50.10 Unrealized
KJUN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JUNE 0.0%
Value $148K Shares 5,300 Est. Cost $26.91 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value $148K Shares 2,130 Est. Cost $47.62 Unrealized
MART ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF 0.0%
Value $148K Shares 3,819 Est. Cost $31.99 Unrealized
QSPT FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER 0.0%
Value $147K Shares 4,646 Est. Cost $27.65 Unrealized
CB CHUBB LIMITED COM 0.0%
Value $145K Shares 463 Est. Cost $182.57 Unrealized +60.2%
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value $143K Shares 12,996 Est. Cost $9.93 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value $142K Shares 1,707 Est. Cost $93.15 Unrealized -0.4%
VUG VANGUARD GROWTH ETF 0.0%
Value $139K Shares 284 Est. Cost $354.10 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $137K Shares 1,918 Est. Cost $68.48 Unrealized
NUVEEN CORE PLUS IMPACT FUND COM BEN INT 0.0%
Value $137K Shares 13,438 Est. Cost $10.35 Unrealized
XAUG FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - AUGUST 0.0%
Value $137K Shares 3,652 Est. Cost $29.64 Unrealized
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT 0.0%
Value $136K Shares 200 Est. Cost $301.90 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $135K Shares 1,514 Est. Cost $70.86 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value $135K Shares 2,724 Est. Cost $44.33 Unrealized
TAIWAN FD INC COM 0.0%
Value $134K Shares 2,510 Est. Cost $37.82 Unrealized
TPZ TORTOISE ESSENTIAL ENERGY FUND 0.0%
Value $131K Shares 6,414 Est. Cost $20.65 Unrealized
SMAY FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY 0.0%
Value $130K Shares 4,995 Est. Cost $22.24 Unrealized
JUNT ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF 0.0%
Value $130K Shares 3,566 Est. Cost $27.99 Unrealized
WESTERN ASSET INTER MUNI COM 0.0%
Value $129K Shares 16,809 Est. Cost $7.85 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value $128K Shares 1,096 Est. Cost $63.03 Unrealized +64.4%
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value $128K Shares 3,300 Est. Cost $35.03 Unrealized
BMO BANK MONTREAL MEDIUM COM 0.0%
Value $125K Shares 960 Est. Cost $90.58 Unrealized +39.8%
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 0.0%
Value $125K Shares 876 Est. Cost $106.90 Unrealized
LRN STRIDE INC COM 0.0%
Value $124K Shares 1,913 Est. Cost $127.83 Unrealized -29.0%
ABT ABBOTT LABS COM 0.0%
Value $120K Shares 957 Est. Cost $121.96 Unrealized +4.4%
QTUM DEFIANCE QUANTUM ETF 0.0%
Value $120K Shares 1,091 Est. Cost $69.22 Unrealized
PSFO PACER SWAN SOS FLEX (OCTOBER) ETF 0.0%
Value $120K Shares 3,691 Est. Cost $21.58 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $117K Shares 978 Est. Cost $81.62 Unrealized +40.7%
NVR NVR INC COM 0.0%
Value $117K Shares 16 Est. Cost $5278.12 Unrealized +41.6%
LMP CAP & INCOME FD INC COM 0.0%
Value $116K Shares 7,816 Est. Cost $14.81 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $114K Shares 1,400 Est. Cost $66.42 Unrealized +35.6%
VOYA EMERGING MKTS HIGH DIVID COM 0.0%
Value $114K Shares 18,190 Est. Cost $5.32 Unrealized
GILT GILAT SATELLITE NETWORKS LTD SHS NEW 0.0%
Value $113K Shares 8,720 Est. Cost $7.08 Unrealized +81.4%
AUGT ALLIANZIM U.S. EQUITY BUFFER10 AUG ETF 0.0%
Value $112K Shares 3,147 Est. Cost $28.25 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value $109K Shares 2,290 Est. Cost $37.73 Unrealized
TGT TARGET CORP COM 0.0%
Value $108K Shares 1,100 Est. Cost $158.90 Unrealized -42.3%
CVS CVS HEALTH CORP COM 0.0%
Value $107K Shares 1,348 Est. Cost $76.74 Unrealized +2.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $105K Shares 225 Est. Cost $296.16 Unrealized +71.9%
MEXICO FD INC COM 0.0%
Value $105K Shares 5,235 Est. Cost $18.79 Unrealized
GAPR FT VEST U.S. EQUITY MODERATE BUFFER FUND - APR 0.0%
Value $105K Shares 2,617 Est. Cost $38.31 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $105K Shares 2,450 Est. Cost $71.32 Unrealized
XTAP INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF 0.0%
Value $104K Shares 2,558 Est. Cost $28.38 Unrealized
VIRTUS CONVERTIBLE & INC FD II COM NEW 0.0%
Value $104K Shares 7,515 Est. Cost $13.74 Unrealized
BA BOEING CO COM 0.0%
Value $100K Shares 462 Est. Cost $180.10 Unrealized +14.2%
PAYX PAYCHEX INC COM 0.0%
Value $98,382 Shares 877 Est. Cost $144.12 Unrealized -19.1%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $98,313 Shares 863 Est. Cost $113.98 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $97,267 Shares 1,033 Est. Cost $92.48 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $96,976 Shares 841 Est. Cost $74.06 Unrealized +58.9%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value $95,767 Shares 802 Est. Cost $148.90 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value $95,398 Shares 1,585 Est. Cost $54.13 Unrealized
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value $95,332 Shares 1,981 Est. Cost $38.04 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $95,321 Shares 1,418 Est. Cost $57.63 Unrealized
ABBV ABBVIE INC COM 0.0%
Value $93,574 Shares 410 Est. Cost $179.65 Unrealized +26.7%
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value $93,048 Shares 5,691 Est. Cost $32.66 Unrealized -43.4%
FEBW ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF 0.0%
Value $92,277 Shares 2,717 Est. Cost $25.23 Unrealized
HUM HUMANA INC COM 0.0%
Value $92,207 Shares 360 Est. Cost $424.84 Unrealized -38.5%
USB US BANCORP DEL COM NEW 0.0%
Value $91,779 Shares 1,720 Est. Cost $46.23 Unrealized +5.4%
INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 0.0%
Value $91,143 Shares 2,050 Est. Cost $31.48 Unrealized
XTOC INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - OCTOBER 0.0%
Value $90,388 Shares 2,700 Est. Cost $25.82 Unrealized
NKE NIKE INC CL B 0.0%
Value $90,213 Shares 1,416 Est. Cost $61.67 Unrealized +5.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value $89,888 Shares 267 Est. Cost $207.81 Unrealized +64.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $89,011 Shares 684 Est. Cost $65.94 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value $87,570 Shares 13,900 Est. Cost $5.99 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value $87,541 Shares 2,018 Est. Cost $30.20 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value $87,156 Shares 1,200 Est. Cost $6.47 Unrealized +1003.1%
HERZFELD CREDIT INCOME FUND IN COM 0.0%
Value $86,873 Shares 39,132 Est. Cost $2.59 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $84,954 Shares 150 Est. Cost $377.38 Unrealized +41.1%
BX BLACKSTONE INC COM 0.0%
Value $84,931 Shares 551 Est. Cost $124.04 Unrealized +22.1%
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.0%
Value $84,505 Shares 1,459 Est. Cost $49.56 Unrealized
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.0%
Value $84,247 Shares 1,534 Est. Cost $37.91 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value $84,052 Shares 267 Est. Cost $118.87 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value $84,029 Shares 369 Est. Cost $254.75 Unrealized -16.6%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $83,951 Shares 369 Est. Cost $148.96 Unrealized +55.3%
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value $82,732 Shares 740 Est. Cost $98.70 Unrealized
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.0%
Value $82,219 Shares 1,649 Est. Cost $43.57 Unrealized
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.0%
Value $81,923 Shares 2,573 Est. Cost $28.03 Unrealized
NFLX NETFLIX INC. COM 0.0%
Value $79,696 Shares 850 Est. Cost $103.72 Unrealized +3.9%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $78,847 Shares 559 Est. Cost $87.22 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value $76,761 Shares 241 Est. Cost $211.58 Unrealized +67.5%
OCFC OCEANFIRST FINL CORP COM 0.0%
Value $76,736 Shares 4,275 Est. Cost $17.99 Unrealized +2.4%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $75,265 Shares 228 Est. Cost $477.44 Unrealized -29.4%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $75,178 Shares 666 Est. Cost $96.59 Unrealized +10.3%
T AT&T INC COM 0.0%
Value $74,368 Shares 2,994 Est. Cost $18.52 Unrealized +36.5%
VOTE TCW TRANSFORM 500 ETF 0.0%
Value $74,046 Shares 923 Est. Cost $56.34 Unrealized
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value $73,433 Shares 20,921 Est. Cost $3.35 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $72,519 Shares 260 Est. Cost $233.26 Unrealized +20.7%
IOCT INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - OCTOBER 0.0%
Value $71,428 Shares 2,049 Est. Cost $23.77 Unrealized
SOXQ INVESCO PHLX SEMICONDUCTOR ETF 0.0%
Value $70,326 Shares 1,261 Est. Cost $20.52 Unrealized
NVBW ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF 0.0%
Value $69,090 Shares 2,042 Est. Cost $25.94 Unrealized
SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C 0.0%
Value $68,895 Shares 2,787 Est. Cost $22.73 Unrealized
NOVZ TRUESHARES STRUCTURED OUTCOME (NOVEMBER) ETF 0.0%
Value $68,368 Shares 1,559 Est. Cost $43.85 Unrealized
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT 0.0%
Value $68,192 Shares 100 Est. Cost $301.90 Unrealized
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value $66,846 Shares 1,175 Est. Cost $22.47 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value $65,234 Shares 775 Est. Cost $84.45 Unrealized -0.5%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $65,014 Shares 1,460 Est. Cost $56.16 Unrealized -26.7%
PM PHILIP MORRIS INTL INC COM 0.0%
Value $64,160 Shares 400 Est. Cost $92.40 Unrealized +66.2%
EPAM EPAM SYS INC COM 0.0%
Value $63,308 Shares 309 Est. Cost $639.26 Unrealized -72.1%
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value $62,537 Shares 11,581 Est. Cost $4.95 Unrealized +31.9%
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value $62,125 Shares 364 Est. Cost $81.57 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $62,048 Shares 200 Est. Cost $176.92 Unrealized +61.3%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value $61,858 Shares 202 Est. Cost $232.12 Unrealized +48.4%
TEMPLETON DRAGON FD INC COM 0.0%
Value $61,626 Shares 5,473 Est. Cost $8.75 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value $61,379 Shares 5,678 Est. Cost $10.97 Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value $61,205 Shares 1,495 Est. Cost $37.88 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value $60,746 Shares 291 Est. Cost $680.89 Unrealized -67.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $60,182 Shares 205 Est. Cost $204.71 Unrealized +40.9%
XTJL INNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY 0.0%
Value $59,994 Shares 1,543 Est. Cost $23.41 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value $59,477 Shares 6,924 Est. Cost $11.76 Unrealized
RY ROYAL BK CDA COM 0.0%
Value $58,819 Shares 345 Est. Cost $103.80 Unrealized +47.9%
PRINCIPAL REAL ESTATE INCOME F SHS BEN INT 0.0%
Value $58,528 Shares 5,847 Est. Cost $9.95 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value $57,557 Shares 209 Est. Cost $93.76 Unrealized +176.1%
QCOM QUALCOMM INC COM 0.0%
Value $56,960 Shares 333 Est. Cost $138.98 Unrealized +22.9%
MMM 3M CO COM 0.0%
Value $56,682 Shares 354 Est. Cost $94.02 Unrealized +73.6%
SEPT ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF 0.0%
Value $56,367 Shares 1,603 Est. Cost $34.99 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $55,809 Shares 695 Est. Cost $56.39 Unrealized +43.8%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $54,647 Shares 655 Est. Cost $44.79 Unrealized +70.4%
FEDERATED HERMES PREM MUNI INM COM 0.0%
Value $54,417 Shares 4,898 Est. Cost $10.72 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value $53,627 Shares 3,621 Est. Cost $13.74 Unrealized +7.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $53,553 Shares 10 Est. Cost $2624.41 Unrealized +95.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $52,948 Shares 250 Est. Cost $183.19 Unrealized
QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF 0.0%
Value $52,699 Shares 1,080 Est. Cost $32.27 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value $52,478 Shares 705 Est. Cost $71.91 Unrealized
BLACKROCK MUNIYIELD MICH QU COM 0.0%
Value $52,266 Shares 4,452 Est. Cost $11.74 Unrealized
FULT FULTON FINL CORP PA COM 0.0%
Value $52,133 Shares 2,697 Est. Cost $12.93 Unrealized +40.9%
PSFD PACER SWAN SOS FLEX (JANUARY) ETF 0.0%
Value $52,094 Shares 1,394 Est. Cost $24.00 Unrealized
LAZARD GLOBAL TOTAL RETURN & COM 0.0%
Value $50,402 Shares 2,890 Est. Cost $16.44 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value $50,182 Shares 196 Est. Cost $174.28 Unrealized +43.1%
DECZ TRUESHARES STRUCTURED OUTCOME (DECEMBER) ETF 0.0%
Value $48,317 Shares 1,200 Est. Cost $40.74 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value $47,936 Shares 334 Est. Cost $108.27 Unrealized
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.0%
Value $47,561 Shares 840 Est. Cost $38.35 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $47,100 Shares 500 Est. Cost $69.23 Unrealized +22.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $45,846 Shares 209 Est. Cost $151.37 Unrealized +61.3%
INVESCO MUN OPPORTUNITY TR COM 0.0%
Value $45,123 Shares 4,715 Est. Cost $9.75 Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value $44,620 Shares 1,077 Est. Cost $49.71 Unrealized -22.4%
APP APPLOVIN CORP COM CL A 0.0%
Value $44,472 Shares 66 Est. Cost $349.92 Unrealized +80.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $42,914 Shares 796 Est. Cost $48.16 Unrealized -1.3%
WESTERN ASSET MANAGED MUNS FD COM 0.0%
Value $42,627 Shares 4,083 Est. Cost $10.48 Unrealized
EAGLE CAP GROWTH FD INC COM 0.0%
Value $42,586 Shares 3,980 Est. Cost $10.42 Unrealized
F FORD MTR CO COM 0.0%
Value $42,483 Shares 3,238 Est. Cost $12.38 Unrealized +3.7%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $42,150 Shares 1,610 Est. Cost $11.26 Unrealized +147.5%
BLK BLACKROCK INC COM 0.0%
Value $41,743 Shares 39 Est. Cost $981.62 Unrealized +11.0%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value $41,697 Shares 315 Est. Cost $113.46 Unrealized
XAI OCTAGN FLT RAT & ALT INM T COM 0.0%
Value $41,203 Shares 8,584 Est. Cost $4.80 Unrealized
CLS CELESTICA INC COM 0.0%
Value $41,090 Shares 139 Est. Cost $117.09 Unrealized +157.4%
PPG PPG INDS INC COM 0.0%
Value $40,984 Shares 400 Est. Cost $141.96 Unrealized -29.5%
PSMD PACER SWAN SOS MODERATE (JANUARY) ETF 0.0%
Value $39,997 Shares 1,232 Est. Cost $23.17 Unrealized
KOREA FD INC COM NEW 0.0%
Value $39,589 Shares 1,090 Est. Cost $23.49 Unrealized
FRANKLIN UNVL TR SH BEN INT 0.0%
Value $39,520 Shares 4,940 Est. Cost $7.53 Unrealized
KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL 0.0%
Value $39,486 Shares 1,124 Est. Cost $32.39 Unrealized
DECT ALLIANZIM U.S. EQUITY BUFFER10 DEC ETF 0.0%
Value $38,126 Shares 1,040 Est. Cost $30.13 Unrealized
FEBZ TRUESHARES STRUCTURED OUTCOME (FEBRUARY) ETF 0.0%
Value $37,645 Shares 1,000 Est. Cost $38.23 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value $37,445 Shares 366 Est. Cost $83.33 Unrealized
MTB M & T BK CORP COM 0.0%
Value $36,669 Shares 182 Est. Cost $132.50 Unrealized +43.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value $35,904 Shares 615 Est. Cost $105.61 Unrealized -38.6%
EBAY EBAY INC. COM 0.0%
Value $35,014 Shares 402 Est. Cost $50.37 Unrealized +71.5%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value $35,001 Shares 769 Est. Cost $37.73 Unrealized
APH AMPHENOL CORP CL A 0.0%
Value $34,731 Shares 257 Est. Cost $82.82 Unrealized +61.3%
TXN TEXAS INSTRS INC COM 0.0%
Value $34,698 Shares 200 Est. Cost $179.66 Unrealized -5.0%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value $33,642 Shares 271 Est. Cost $107.37 Unrealized +21.6%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $33,567 Shares 198 Est. Cost $123.30 Unrealized +36.1%
KO COCA COLA CO COM 0.0%
Value $33,487 Shares 479 Est. Cost $58.66 Unrealized +18.3%
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value $33,354 Shares 807 Est. Cost $29.94 Unrealized
NUE NUCOR CORP COM 0.0%
Value $32,622 Shares 200 Est. Cost $103.05 Unrealized +45.3%
AUGW ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF 0.0%
Value $32,534 Shares 1,000 Est. Cost $24.26 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value $32,130 Shares 2,700 Est. Cost $11.56 Unrealized
SIXO ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF 0.0%
Value $31,674 Shares 912 Est. Cost $24.59 Unrealized
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value $31,563 Shares 3,185 Est. Cost $10.50 Unrealized
MAYW ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF 0.0%
Value $30,392 Shares 906 Est. Cost $29.17 Unrealized
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.0%
Value $30,282 Shares 700 Est. Cost $31.09 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $30,282 Shares 79 Est. Cost $240.45 Unrealized +66.7%
SFEB FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY 0.0%
Value $29,424 Shares 1,252 Est. Cost $21.51 Unrealized
QMOM ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF 0.0%
Value $29,382 Shares 450 Est. Cost $45.88 Unrealized
BLACKROCK MUNIYIELD PA QLTY FD COM 0.0%
Value $29,373 Shares 2,651 Est. Cost $10.79 Unrealized
BETZ ROUNDHILL SPORTS BETTING & IGAMING ETF 0.0%
Value $28,323 Shares 1,350 Est. Cost $24.39 Unrealized
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value $28,091 Shares 160 Est. Cost $142.50 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $27,228 Shares 326 Est. Cost $26.79 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value $27,065 Shares 746 Est. Cost $20.74 Unrealized +63.7%
NPKI NPK INTERNATIONAL INC COM SHS 0.0%
Value $26,915 Shares 2,258 Est. Cost $7.33 Unrealized +66.5%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $26,501 Shares 88 Est. Cost $205.57 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value $26,492 Shares 200 Est. Cost $95.59 Unrealized +53.2%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $26,407 Shares 123 Est. Cost $153.10 Unrealized
ESPO VANECK VIDEO GAMING AND ESPORTS ETF 0.0%
Value $25,491 Shares 246 Est. Cost $48.97 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value $25,432 Shares 186 Est. Cost $108.79 Unrealized
FIRST TR ENHANCED EQUITY COM 0.0%
Value $25,323 Shares 1,150 Est. Cost $22.02 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value $25,028 Shares 614 Est. Cost $38.22 Unrealized +5.9%
APRW ALLIANZIM U.S. EQUITY BUFFER20 APR ETF 0.0%
Value $24,123 Shares 692 Est. Cost $28.18 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $23,794 Shares 280 Est. Cost $94.85 Unrealized -7.8%
KGC KINROSS GOLD CORP COM 0.0%
Value $23,767 Shares 844 Est. Cost $19.88 Unrealized +30.7%
FAN FIRST TRUST GLOBAL WIND ENERGY ETF 0.0%
Value $23,356 Shares 1,141 Est. Cost $20.16 Unrealized
CTVA CORTEVA INC COM 0.0%
Value $23,326 Shares 348 Est. Cost $50.41 Unrealized +28.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value $23,310 Shares 222 Est. Cost $89.70 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value $22,716 Shares 2,123 Est. Cost $10.35 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value $22,459 Shares 817 Est. Cost $23.18 Unrealized +16.1%
WESTERN ASSET / CLAYMORE INFLA COM SH BEN INT 0.0%
Value $22,288 Shares 2,695 Est. Cost $11.73 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value $21,971 Shares 100 Est. Cost $166.22 Unrealized +27.9%
ADBE ADOBE INC COM 0.0%
Value $21,699 Shares 62 Est. Cost $434.79 Unrealized -21.8%
KEY KEYCORP COM 0.0%
Value $21,528 Shares 1,043 Est. Cost $18.63 Unrealized -0.8%
PSX PHILLIPS 66 COM 0.0%
Value $21,421 Shares 166 Est. Cost $73.23 Unrealized +83.0%
EAT BRINKER INTL INC COM 0.0%
Value $21,384 Shares 149 Est. Cost $155.29 Unrealized -15.6%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value $21,339 Shares 115 Est. Cost $122.42 Unrealized +57.9%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $21,262 Shares 213 Est. Cost $84.03 Unrealized +12.7%
GLDD GREAT LAKES DREDGE & DOCK CORP COM 0.0%
Value $20,953 Shares 1,597 Est. Cost $11.66 Unrealized +5.7%
TTMI TTM TECHNOLOGIES INC COM 0.0%
Value $20,838 Shares 302 Est. Cost $54.88 Unrealized +18.9%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $20,568 Shares 844 Est. Cost $36.23 Unrealized
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH 0.0%
Value $20,395 Shares 618 Est. Cost $30.99 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value $20,274 Shares 614 Est. Cost $9.83 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value $20,217 Shares 300 Est. Cost $71.09 Unrealized -9.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $19,939 Shares 66 Est. Cost $282.08 Unrealized
GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER 0.0%
Value $19,645 Shares 500 Est. Cost $39.29 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value $19,108 Shares 670 Est. Cost $27.15 Unrealized
MID AMERICAN CENTURY MID CAP GROWTH IMPACT ETF 0.0%
Value $18,571 Shares 285 Est. Cost $66.42 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $18,441 Shares 197 Est. Cost $87.70 Unrealized +2.6%
RIVERNORTH DOUBLELINE STRATE COM 0.0%
Value $18,285 Shares 2,300 Est. Cost $7.95 Unrealized
ETH GRAYSCALE ETHEREUM STAKING MINI ETF 0.0%
Value $18,239 Shares 650 Est. Cost $22.25 Unrealized
AGX ARGAN INC COM 0.0%
Value $18,173 Shares 58 Est. Cost $159.94 Unrealized +98.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value $18,166 Shares 148 Est. Cost $66.96 Unrealized +80.5%
UVSP UNIVEST FINANCIAL CORPORATION COM 0.0%
Value $18,007 Shares 550 Est. Cost $29.08 Unrealized +7.7%
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value $17,504 Shares 1,600 Est. Cost $10.95 Unrealized
CRM SALESFORCE INC COM 0.0%
Value $17,484 Shares 66 Est. Cost $240.55 Unrealized +3.2%
NTRS NORTHERN TR CORP COM 0.0%
Value $17,484 Shares 128 Est. Cost $106.62 Unrealized +22.6%
VOYA ASIA PAC HIGH DIV EQT INM COM 0.0%
Value $17,443 Shares 2,396 Est. Cost $7.03 Unrealized
MORGAN STANLEY CHINA A SH FD COM 0.0%
Value $17,360 Shares 1,000 Est. Cost $16.65 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value $17,135 Shares 103 Est. Cost $121.50 Unrealized +37.7%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $16,521 Shares 456 Est. Cost $32.63 Unrealized
FLAHERTY & CRUMRINE TOTAL RETU COM 0.0%
Value $16,310 Shares 932 Est. Cost $16.80 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value $15,795 Shares 1,757 Est. Cost $12.32 Unrealized +11.8%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value $15,696 Shares 785 Est. Cost $23.84 Unrealized -9.8%
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY 0.0%
Value $15,611 Shares 462 Est. Cost $32.04 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value $15,545 Shares 485 Est. Cost $21.90 Unrealized
EATON VANCE CALIF MUN INCOM TR SH BEN INT 0.0%
Value $15,341 Shares 1,528 Est. Cost $10.45 Unrealized
ATI ATI INC COM 0.0%
Value $15,263 Shares 133 Est. Cost $81.04 Unrealized +20.3%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value $14,994 Shares 1,700 Est. Cost $8.82 Unrealized
JUNW ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF 0.0%
Value $14,824 Shares 444 Est. Cost $25.76 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value $14,812 Shares 485 Est. Cost $26.54 Unrealized +5.1%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value $14,645 Shares 417 Est. Cost $26.36 Unrealized +40.4%
TIP ISHARES TIPS BOND ETF 0.0%
Value $14,618 Shares 133 Est. Cost $110.33 Unrealized
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value $14,149 Shares 312 Est. Cost $65.74 Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value $13,944 Shares 400 Est. Cost $24.11 Unrealized +23.8%
OPFI OPPFI INC COM CL A 0.0%
Value $13,912 Shares 1,330 Est. Cost $11.20 Unrealized -9.4%
SSO PROSHARES ULTRA S&P 500 0.0%
Value $13,901 Shares 240 Est. Cost $83.13 Unrealized
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF 0.0%
Value $13,515 Shares 222 Est. Cost $35.31 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value $13,003 Shares 67 Est. Cost $223.33 Unrealized -15.1%
EQS EQUUS TOTAL RETURN INC COM 0.0%
Value $12,878 Shares 9,102 Est. Cost $2.10 Unrealized -10.7%
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.0%
Value $12,426 Shares 300 Est. Cost $35.74 Unrealized
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.0%
Value $12,376 Shares 659 Est. Cost $22.79 Unrealized
VISN VISTANCE NETWORKS INC COM 0.0%
Value $12,238 Shares 675 Est. Cost $12.98 Unrealized +32.9%
EME EMCOR GROUP INC COM 0.0%
Value $12,236 Shares 20 Est. Cost $468.09 Unrealized +38.3%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $12,216 Shares 689 Est. Cost $16.09 Unrealized +5.2%
URI UNITED RENTALS INC COM 0.0%
Value $12,140 Shares 15 Est. Cost $750.95 Unrealized +15.5%
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value $12,036 Shares 1,200 Est. Cost $10.69 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $11,970 Shares 29 Est. Cost $259.80 Unrealized
XJUL FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JULY 0.0%
Value $11,726 Shares 300 Est. Cost $39.09 Unrealized
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $11,669 Shares 187 Est. Cost $55.28 Unrealized +9.3%
QMNV FT VEST NASDAQ-100 MODERATE BUFFER ETF - NOVEMBER 0.0%
Value $11,643 Shares 498 Est. Cost $23.38 Unrealized
GTEK GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF 0.0%
Value $11,629 Shares 291 Est. Cost $31.28 Unrealized
MP MP MATERIALS CORP COM CL A 0.0%
Value $11,620 Shares 230 Est. Cost $58.20 Unrealized +9.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $11,565 Shares 37 Est. Cost $237.07 Unrealized +37.6%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $11,472 Shares 1,101 Est. Cost $18.45 Unrealized -25.3%
SSRM SSR MINING IN COM 0.0%
Value $11,269 Shares 514 Est. Cost $14.51 Unrealized +53.4%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value $11,257 Shares 795 Est. Cost $16.17 Unrealized
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.0%
Value $11,223 Shares 209 Est. Cost $34.06 Unrealized
DTEC ALPS DISRUPTIVE TECHNOLOGIES ETF 0.0%
Value $11,177 Shares 230 Est. Cost $38.17 Unrealized
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value $11,141 Shares 400 Est. Cost $25.00 Unrealized
RIVERNORTH FLEXIBLE MUNI INCME COM 0.0%
Value $11,128 Shares 879 Est. Cost $13.42 Unrealized
PFS PROVIDENT FINL SVCS INC COM 0.0%
Value $11,021 Shares 558 Est. Cost $19.47 Unrealized -2.3%
CVX CHEVRON CORP NEW COM 0.0%
Value $10,821 Shares 71 Est. Cost $146.96 Unrealized +3.0%
ARQT ARCUTIS BIOTHERAPEUTICS INC COM 0.0%
Value $10,716 Shares 369 Est. Cost $14.68 Unrealized +74.4%
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value $10,552 Shares 433 Est. Cost $15.22 Unrealized
NERD ROUNDHILL VIDEO GAMES ETF 0.0%
Value $10,278 Shares 425 Est. Cost $17.10 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value $10,170 Shares 49 Est. Cost $199.18 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value $10,015 Shares 899 Est. Cost $11.14 Unrealized
LOUP INNOVATOR DEEPWATER FRONTIER TECH ETF 0.0%
Value $10,010 Shares 131 Est. Cost $53.33 Unrealized
POWL POWELL INDS INC COM 0.0%
Value $9,882 Shares 31 Est. Cost $187.85 Unrealized +79.2%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $9,775 Shares 38 Est. Cost $238.07 Unrealized +11.2%
HRTG HERITAGE INSURANCE HLDGS INC COM 0.0%
Value $9,744 Shares 333 Est. Cost $22.72 Unrealized +19.0%
W WAYFAIR INC CL A 0.0%
Value $9,539 Shares 95 Est. Cost $96.17 Unrealized 0.0%
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.0%
Value $9,534 Shares 215 Est. Cost $33.09 Unrealized
FLAHERTY & CRUMRINE PFD INCOME COM 0.0%
Value $9,450 Shares 1,000 Est. Cost $9.25 Unrealized
CDE COEUR MNG INC COM NEW 0.0%
Value $9,396 Shares 527 Est. Cost $13.29 Unrealized +30.9%
SEZL SEZZLE INC COM 0.0%
Value $9,394 Shares 148 Est. Cost $106.28 Unrealized -35.9%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value $9,182 Shares 64 Est. Cost $48.08 Unrealized +176.1%
SOURCE CAPITAL COM SHS OF BEN I 0.0%
Value $9,152 Shares 200 Est. Cost $41.51 Unrealized
HPQ HP INC COM 0.0%
Value $9,135 Shares 410 Est. Cost $30.64 Unrealized -17.6%
INCY INCYTE CORP COM 0.0%
Value $9,087 Shares 92 Est. Cost $96.76 Unrealized 0.0%
ASH ASHLAND INC COM 0.0%
Value $8,801 Shares 150 Est. Cost $74.73 Unrealized -29.6%
FIRST TR HIGH YIELD OPPRT 2027 COM 0.0%
Value $8,723 Shares 620 Est. Cost $14.05 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value $8,703 Shares 368 Est. Cost $8.70 Unrealized
MFS MULTIMARKET INCOME TR SH BEN INT 0.0%
Value $8,616 Shares 1,853 Est. Cost $4.65 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $8,548 Shares 163 Est. Cost $64.56 Unrealized -7.2%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $8,499 Shares 640 Est. Cost $12.79 Unrealized -1.3%
BUL PACER US CASH COWS GROWTH ETF 0.0%
Value $8,429 Shares 153 Est. Cost $35.93 Unrealized
RENN FD INC COM 0.0%
Value $8,412 Shares 3,273 Est. Cost $2.57 Unrealized
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value $8,297 Shares 187 Est. Cost $45.99 Unrealized
BLACKROCK HEALTH SCIENCES TR COM 0.0%
Value $8,226 Shares 200 Est. Cost $37.23 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $8,022 Shares 100 Est. Cost $60.89 Unrealized
GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK 0.0%
Value $7,665 Shares 500 Est. Cost $15.45 Unrealized
ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value $7,568 Shares 130 Est. Cost $48.87 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value $7,478 Shares 175 Est. Cost $23.84 Unrealized
XAPR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL 0.0%
Value $7,289 Shares 200 Est. Cost $35.09 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value $7,214 Shares 1,041 Est. Cost $6.71 Unrealized
PARR PAR PAC HOLDINGS INC COM NEW 0.0%
Value $7,204 Shares 205 Est. Cost $39.74 Unrealized 0.0%
AVAH AVEANNA HEALTHCARE HLDGS INC COM 0.0%
Value $6,994 Shares 856 Est. Cost $6.32 Unrealized +42.9%
RIVERNORTH FLEXIBLE MUN INCOME COM 0.0%
Value $6,985 Shares 500 Est. Cost $14.46 Unrealized
BUFD FT VEST LADDERED DEEP BUFFER ETF 0.0%
Value $6,636 Shares 235 Est. Cost $21.28 Unrealized
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 0.0%
Value $6,477 Shares 50 Est. Cost $83.33 Unrealized
UNFI UNITED NAT FOODS INC COM 0.0%
Value $6,364 Shares 189 Est. Cost $26.07 Unrealized +42.6%
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $6,349 Shares 100 Est. Cost $40.00 Unrealized
NEUBERGER ENGY INFRSTR & INC COM 0.0%
Value $5,959 Shares 701 Est. Cost $8.79 Unrealized
PSCQ PACER SWAN SOS CONSERVATIVE (OCTOBER) ETF 0.0%
Value $5,903 Shares 200 Est. Cost $20.14 Unrealized
RBUF INNOVATOR U.S. SMALL CAP 10 BUFFER ETF - QUARTERLY 0.0%
Value $5,810 Shares 200 Est. Cost $26.06 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $5,786 Shares 140 Est. Cost $37.66 Unrealized -7.6%
GYRO GYRODYNE LLC COM 0.0%
Value $5,640 Shares 626 Est. Cost $16.55 Unrealized -41.7%
WLDN WILLDAN GROUP INC COM 0.0%
Value $5,390 Shares 52 Est. Cost $94.65 Unrealized +4.0%
ZAUG INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST 0.0%
Value $5,343 Shares 200 Est. Cost $26.46 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value $5,309 Shares 111 Est. Cost $30.82 Unrealized +52.8%
TWST TWIST BIOSCIENCE CORP COM 0.0%
Value $5,266 Shares 166 Est. Cost $79.38 Unrealized -60.7%
CTRA COTERRA ENERGY INC COM 0.0%
Value $5,264 Shares 200 Est. Cost $26.02 Unrealized -3.5%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $5,257 Shares 21 Est. Cost $237.57 Unrealized
LC LENDINGCLUB CORP COM NEW 0.0%
Value $5,209 Shares 275 Est. Cost $22.79 Unrealized -22.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $5,065 Shares 126 Est. Cost $30.38 Unrealized +23.1%
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 0.0%
Value $5,035 Shares 250 Est. Cost $15.95 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value $4,821 Shares 182 Est. Cost $38.06 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value $4,762 Shares 992 Est. Cost $13.54 Unrealized -67.1%
BLBD BLUE BIRD CORP COM 0.0%
Value $4,606 Shares 98 Est. Cost $44.22 Unrealized +18.2%
IPO RENAISSANCE IPO ETF 0.0%
Value $4,565 Shares 100 Est. Cost $60.00 Unrealized
DOW DOW INC COM 0.0%
Value $4,536 Shares 194 Est. Cost $46.49 Unrealized -51.0%
WRD WERIDE INC SPONSORED ADS 0.0%
Value $4,479 Shares 516 Est. Cost $13.57 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value $4,196 Shares 400 Est. Cost $10.95 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value $4,180 Shares 25 Est. Cost $121.72 Unrealized +40.4%
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $4,090 Shares 407 Est. Cost $9.64 Unrealized
UOCT INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER 0.0%
Value $3,904 Shares 100 Est. Cost $27.28 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value $3,821 Shares 24 Est. Cost $144.40 Unrealized +15.4%
PACK RANPAK HOLDINGS CORP COM CL A 0.0%
Value $3,787 Shares 700 Est. Cost $11.45 Unrealized -54.1%
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value $3,756 Shares 200 Est. Cost $15.56 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $3,665 Shares 25 Est. Cost $132.23 Unrealized
APOG APOGEE ENTERPRISES INC COM 0.0%
Value $3,641 Shares 100 Est. Cost $39.86 Unrealized -6.1%
NUVEEN S&P 500 DYNAMIC OVERWRI COM 0.0%
Value $3,608 Shares 200 Est. Cost $18.04 Unrealized
VCYT VERACYTE INC COM 0.0%
Value $3,579 Shares 85 Est. Cost $37.76 Unrealized +6.7%
DRUP GRANITESHARES NASDAQ SELECT DISRUPTORS ETF 0.0%
Value $3,565 Shares 53 Est. Cost $52.36 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value $3,543 Shares 60 Est. Cost $57.34 Unrealized +36.4%
FUBO FUBOTV INC CLASS A COM SHS 0.0%
Value $3,528 Shares 1,400 Est. Cost $3.63 Unrealized -8.3%
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value $3,522 Shares 300 Est. Cost $11.20 Unrealized
XAI MADISON EQUITY PREMIUM INC COM 0.0%
Value $3,000 Shares 500 Est. Cost $6.00 Unrealized
NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER 0.0%
Value $2,870 Shares 100 Est. Cost $27.37 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value $2,836 Shares 35 Est. Cost $85.05 Unrealized +24.8%
IZRL ARK ISRAEL INNOVATIVE TECHNOLOGY ETF 0.0%
Value $2,780 Shares 93 Est. Cost $22.20 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value $2,751 Shares 25 Est. Cost $40.00 Unrealized
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value $2,717 Shares 13 Est. Cost $150.96 Unrealized +28.4%
CPRO CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF - OCTOBER 0.0%
Value $2,696 Shares 100 Est. Cost $26.68 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $2,530 Shares 39 Est. Cost $53.36 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value $2,415 Shares 205 Est. Cost $11.79 Unrealized
MJ AMPLIFY ALTERNATIVE HARVEST ETF 0.0%
Value $2,353 Shares 79 Est. Cost $19.50 Unrealized
ISRA VANECK ISRAEL ETF 0.0%
Value $2,352 Shares 40 Est. Cost $25.00 Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value $2,349 Shares 300 Est. Cost $7.83 Unrealized
QMAG FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST 0.0%
Value $2,319 Shares 98 Est. Cost $23.66 Unrealized
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value $2,285 Shares 101 Est. Cost $17.59 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $2,284 Shares 86 Est. Cost $21.59 Unrealized +25.6%
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value $2,105 Shares 638 Est. Cost $20.27 Unrealized
GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF 0.0%
Value $2,042 Shares 27 Est. Cost $69.86 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value $2,036 Shares 15 Est. Cost $139.46 Unrealized -10.7%
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value $2,025 Shares 35 Est. Cost $57.14 Unrealized
BLACKROCK ENHANCED LARGE CAP C COM 0.0%
Value $1,986 Shares 85 Est. Cost $19.49 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $1,970 Shares 20 Est. Cost $78.21 Unrealized
GVIP GOLDMAN SACHS HEDGE INDUSTRY VIP ETF 0.0%
Value $1,859 Shares 12 Est. Cost $90.28 Unrealized
MSTR STRATEGY INC CL A NEW 0.0%
Value $1,823 Shares 12 Est. Cost $317.51 Unrealized -27.5%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value $1,812 Shares 15 Est. Cost $66.67 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $1,797 Shares 21 Est. Cost $69.81 Unrealized +14.1%
GSUS GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF 0.0%
Value $1,794 Shares 19 Est. Cost $55.40 Unrealized
PBE INVESCO BIOTECHNOLOGY & GENOME ETF 0.0%
Value $1,725 Shares 21 Est. Cost $65.22 Unrealized
KRBN KRANESHARES GLOBAL CARBON STRATEGY ETF 0.0%
Value $1,699 Shares 48 Est. Cost $41.67 Unrealized
BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF 0.0%
Value $1,671 Shares 45 Est. Cost $22.22 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value $1,665 Shares 8 Est. Cost $116.88 Unrealized +74.6%
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value $1,614 Shares 100 Est. Cost $14.73 Unrealized
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 0.0%
Value $1,524 Shares 32 Est. Cost $18.81 Unrealized
MFS GOVT MKTS INCOME TR SH BEN INT 0.0%
Value $1,513 Shares 500 Est. Cost $3.03 Unrealized
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value $1,490 Shares 20 Est. Cost $200.00 Unrealized
ARKX ARK SPACE & DEFENSE INNOVATION ETF 0.0%
Value $1,478 Shares 51 Est. Cost $19.87 Unrealized
IDNA ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF 0.0%
Value $1,440 Shares 55 Est. Cost $23.27 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value $1,376 Shares 12 Est. Cost $82.19 Unrealized
CAAP CORPORACION AMER ARPTS S A COM 0.0%
Value $1,352 Shares 52 Est. Cost $15.50 Unrealized +44.5%
FDRV FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF 0.0%
Value $1,295 Shares 79 Est. Cost $25.32 Unrealized
ABRDN AUSTRALIA EQUITY FD INC COM 0.0%
Value $1,292 Shares 100 Est. Cost $12.92 Unrealized
URBN URBAN OUTFITTERS INC COM 0.0%
Value $1,204 Shares 16 Est. Cost $54.81 Unrealized +29.1%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $1,202 Shares 61 Est. Cost $15.92 Unrealized -0.3%
SPBU ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF 0.0%
Value $1,182 Shares 42 Est. Cost $26.00 Unrealized
ANEW PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF 0.0%
Value $1,155 Shares 23 Est. Cost $43.48 Unrealized
CVSA ADTALEM GLOBAL ED INC COM 0.0%
Value $1,138 Shares 11 Est. Cost $99.73 Unrealized +14.8%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $1,046 Shares 5 Est. Cost $160.27 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value $1,040 Shares 15 Est. Cost $66.67 Unrealized
VHI VALHI INC NEW COM 0.0%
Value $1,024 Shares 85 Est. Cost $27.18 Unrealized -50.9%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value $1,003 Shares 100 Est. Cost $9.59 Unrealized
JULH INNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY 0.0%
Value $997 Shares 40 Est. Cost $24.52 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value $994 Shares 200 Est. Cost $14.32 Unrealized -67.7%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $989 Shares 34 Est. Cost $74.97 Unrealized
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $894 Shares 10 Est. Cost $56.50 Unrealized
BRANDYWINEGBL GBL INCM OPP FD COM 0.0%
Value $837 Shares 100 Est. Cost $8.31 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value $834 Shares 2 Est. Cost $445.57 Unrealized -6.8%
TOKE CAMBRIA CANNABIS ETF 0.0%
Value $813 Shares 132 Est. Cost $12.63 Unrealized
FINX GLOBAL X FINTECH ETF 0.0%
Value $740 Shares 25 Est. Cost $49.60 Unrealized
NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value $685 Shares 15 Est. Cost $41.93 Unrealized
YMAG YIELDMAX MAGNIFICENT 7 FUND OF OPTION INCOME ETFS 0.0%
Value $683 Shares 48 Est. Cost $18.18 Unrealized
GOP UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING ETF 0.0%
Value $657 Shares 18 Est. Cost $33.61 Unrealized
ERTH INVESCO MSCI SUSTAINABLE FUTURE ETF 0.0%
Value $613 Shares 13 Est. Cost $76.92 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $596 Shares 3 Est. Cost $177.42 Unrealized +13.9%
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.0%
Value $575 Shares 35 Est. Cost $21.60 Unrealized
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value $548 Shares 18 Est. Cost $28.66 Unrealized
EEFT EURONET WORLDWIDE INC COM 0.0%
Value $533 Shares 7 Est. Cost $77.96 Unrealized 0.0%
APPN APPIAN CORP CL A 0.0%
Value $531 Shares 15 Est. Cost $32.73 Unrealized +8.8%
GRAB GRAB HOLDINGS LIMITED CLASS A ORD 0.0%
Value $524 Shares 105 Est. Cost $4.67 Unrealized +18.4%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $483 Shares 10 Est. Cost $151.92 Unrealized -65.9%
KEX KIRBY CORP COM 0.0%
Value $441 Shares 4 Est. Cost $104.38 Unrealized -2.6%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value $441 Shares 10 Est. Cost $40.53 Unrealized +7.5%
VIRTUS ARTIFICIAL INTELLIGENCE COM 0.0%
Value $435 Shares 20 Est. Cost $21.75 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value $433 Shares 25 Est. Cost $40.37 Unrealized -57.0%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value $420 Shares 200 Est. Cost $6.73 Unrealized -63.7%
TMUS T-MOBILE US INC COM 0.0%
Value $406 Shares 2 Est. Cost $241.66 Unrealized -12.6%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value $401 Shares 36 Est. Cost $8.35 Unrealized +32.6%
GOOY YIELDMAX GOOGL OPTION INCOME STRATEGY ETF 0.0%
Value $394 Shares 27 Est. Cost $13.89 Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value $349 Shares 33 Est. Cost $22.60 Unrealized -29.3%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value $346 Shares 2 Est. Cost $116.37 Unrealized +61.1%
TSLY YIELDMAX TSLA OPTION INCOME STRATEGY ETF 0.0%
Value $338 Shares 9 Est. Cost $37.56 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value $318 Shares 4 Est. Cost $103.42 Unrealized -16.3%
DXYZ DESTINY TECH100 INC COM SHS 0.0%
Value $306 Shares 10 Est. Cost $30.60 Unrealized
APLY YIELDMAX AAPL OPTION INCOME STRATEGY ETF 0.0%
Value $293 Shares 22 Est. Cost $16.96 Unrealized
NFLY YIELDMAX NFLX OPTION INCOME STRATEGY ETF 0.0%
Value $276 Shares 23 Est. Cost $17.93 Unrealized
INTA INTAPP INC COM 0.0%
Value $275 Shares 6 Est. Cost $65.92 Unrealized -37.1%
AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF 0.0%
Value $266 Shares 20 Est. Cost $18.03 Unrealized
BNY MELLON HIGH YIELD STRATEGI SH BEN INT 0.0%
Value $248 Shares 100 Est. Cost $2.60 Unrealized
GRO BRAZIL POTASH CORP COMMON SHARES 0.0%
Value $236 Shares 125 Est. Cost $4.24 Unrealized -46.4%
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.0%
Value $234 Shares 16 Est. Cost $20.93 Unrealized
GAME GAMESQUARE HLDGS INC COM 0.0%
Value $144 Shares 375 Est. Cost $0.73 Unrealized -21.1%
TWLO TWILIO INC CL A 0.0%
Value $142 Shares 1 Est. Cost $118.50 Unrealized +4.5%
GPRO GOPRO INC CL A 0.0%
Value $141 Shares 100 Est. Cost $1.18 Unrealized +53.2%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value $92 Shares 6 Est. Cost $14.83 Unrealized -9.0%
XISE FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - SEPTEMBER 0.0%
Value $91 Shares 3 Est. Cost $30.33 Unrealized
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value $78 Shares 1 Est. Cost $81.67 Unrealized
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value $52 Shares 1 Est. Cost $54.35 Unrealized
XDSQ INNOVATOR US EQUITY ACCELERATED ETF 0.0%
Value $42 Shares 1 Est. Cost $37.00 Unrealized
DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL 0.0%
Value $39 Shares 1 Est. Cost $38.00 Unrealized
TRUG TRUGOLF HLDGS INC COM CL A 0.0%
Value $25 Shares 34 Est. Cost $12.23 Unrealized -86.8%
ITERUM THERAPEUTICS PLC SHS NEW 0.0%
Value $22 Shares 66 Est. Cost $1.55 Unrealized
BODI THE BEACHBODY COMPANY INC COM CL A NEW 0.0%
Value $21 Shares 2 Est. Cost $7.18 Unrealized +6.9%