NATIONS FINANCIAL GROUP INC, /IA/ /ADV Diversified Active

CIK: 0001109767 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $832,548 (100.0% shares, 0.0% debt)

Holdings (516)

AAPL APPLE INC COM 3.5%
Value ($000) $28,744 Shares 164,616 Est. Cost $100.63 Unrealized +63.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 3.0%
Value ($000) $24,785 Shares 70,230 Est. Cost $248.95 Unrealized +29.9%
IJH ISHARES S&P MIDCAP FUND 2.7%
Value ($000) $22,417 Shares 83,537 Est. Cost $189.94 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.3%
Value ($000) $19,200 Shares 42,319 Est. Cost $426.89 Unrealized
IWV ISHARES RUSSELL 3000 ETF 2.1%
Value ($000) $17,573 Shares 66,977 Est. Cost $254.86 Unrealized
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $14,951 Shares 48,492 Est. Cost $185.46 Unrealized +57.1%
IJR ISHARES S&P SMALL-CAP FUND 1.8%
Value ($000) $14,839 Shares 137,550 Est. Cost $79.60 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.7%
Value ($000) $14,290 Shares 127,308 Est. Cost $100.16 Unrealized
QQQ INVESCO QQQ TRUST 1.7%
Value ($000) $13,989 Shares 38,586 Est. Cost $211.52 Unrealized
AMZN AMAZON COM INC COM 1.4%
Value ($000) $11,931 Shares 3,660 Est. Cost $127.89 Unrealized +20.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.4%
Value ($000) $11,360 Shares 143,997 Est. Cost $76.62 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.3%
Value ($000) $11,225 Shares 47,197 Est. Cost $182.16 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.3%
Value ($000) $10,493 Shares 66,024 Est. Cost $70.66 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 1.1%
Value ($000) $9,164 Shares 83,581 Est. Cost $105.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.1%
Value ($000) $9,112 Shares 197,525 Est. Cost $41.85 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.0%
Value ($000) $8,369 Shares 107,886 Est. Cost $59.90 Unrealized
TIP ISHARES TIPS BOND ETF 1.0%
Value ($000) $8,038 Shares 64,522 Est. Cost $127.00 Unrealized
CSM PROSHARES LARGE CAP CORE PLUS ETF 0.9%
Value ($000) $7,678 Shares 142,651 Est. Cost $60.83 Unrealized
SPY SPDR S&P 500 ETF 0.9%
Value ($000) $7,599 Shares 16,824 Est. Cost $265.03 Unrealized
NVDA NVIDIA CORPORATION COM 0.9%
Value ($000) $7,467 Shares 27,366 Est. Cost $18.12 Unrealized +38.2%
TSLA TESLA INC COM 0.9%
Value ($000) $7,348 Shares 6,819 Est. Cost $231.97 Unrealized +34.3%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $7,295 Shares 88,327 Est. Cost $53.65 Unrealized +26.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.8%
Value ($000) $6,494 Shares 135,202 Est. Cost $44.17 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.8%
Value ($000) $6,413 Shares 128,692 Est. Cost $50.31 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.8%
Value ($000) $6,359 Shares 83,248 Est. Cost $74.10 Unrealized
CVS CVS HEALTH CORP COM 0.7%
Value ($000) $5,864 Shares 57,939 Est. Cost $78.74 Unrealized +16.8%
GLD SPDR GOLD SHARES 0.7%
Value ($000) $5,750 Shares 31,832 Est. Cost $170.86 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.7%
Value ($000) $5,590 Shares 54,927 Est. Cost $109.35 Unrealized
ABBV ABBVIE INC COM 0.7%
Value ($000) $5,496 Shares 33,903 Est. Cost $90.41 Unrealized +39.8%
VUG VANGUARD GROWTH INDEX FUND 0.6%
Value ($000) $5,074 Shares 17,644 Est. Cost $210.60 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.6%
Value ($000) $5,012 Shares 166,351 Est. Cost $30.53 Unrealized
HIGHLAND INCOME FD HIGHLAND INCOME 0.6%
Value ($000) $4,851 Shares 406,294 Est. Cost $11.94 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.6%
Value ($000) $4,825 Shares 186,931 Est. Cost $22.93 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $4,607 Shares 29,214 Est. Cost $117.76 Unrealized
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW 0.5%
Value ($000) $4,572 Shares 288,981 Est. Cost $15.82 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.5%
Value ($000) $4,417 Shares 159,069 Est. Cost $31.01 Unrealized
SLV ISHARES SILVER TRUST 0.5%
Value ($000) $4,393 Shares 191,998 Est. Cost $22.88 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $4,292 Shares 77,256 Est. Cost $51.60 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $4,231 Shares 8 Est. Cost $298764.40 Unrealized +62.5%
VTV VANGUARD VALUE INDEX FUND 0.5%
Value ($000) $4,149 Shares 28,076 Est. Cost $128.77 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $4,036 Shares 18,201 Est. Cost $195.89 Unrealized +7.2%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.5%
Value ($000) $3,971 Shares 48,261 Est. Cost $84.18 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $3,959 Shares 76,477 Est. Cost $33.06 Unrealized +28.5%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.4%
Value ($000) $3,694 Shares 86,474 Est. Cost $42.72 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $3,683 Shares 71,216 Est. Cost $54.00 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.4%
Value ($000) $3,670 Shares 327,953 Est. Cost $10.97 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.4%
Value ($000) $3,562 Shares 75,701 Est. Cost $47.87 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $3,510 Shares 1,262 Est. Cost $105.73 Unrealized +27.5%
META META PLATFORMS INC CL A 0.4%
Value ($000) $3,458 Shares 15,550 Est. Cost $258.68 Unrealized -4.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,336 Shares 43,641 Est. Cost $50.30 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $3,297 Shares 21,175 Est. Cost $135.18 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $3,292 Shares 21,540 Est. Cost $110.36 Unrealized +39.2%
LUMN LUMEN TECHNOLOGIES INC COM 0.4%
Value ($000) $3,274 Shares 290,545 Est. Cost $10.77 Unrealized 0.0%
HD HOME DEPOT INC COM 0.4%
Value ($000) $3,240 Shares 10,824 Est. Cost $229.84 Unrealized +36.6%
REAVES UTIL INCOME FD COM SH BEN INT 0.4%
Value ($000) $3,197 Shares 92,476 Est. Cost $32.86 Unrealized
GDX VANECK GOLD MINERS ETF 0.4%
Value ($000) $3,151 Shares 82,152 Est. Cost $35.02 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $3,118 Shares 17,593 Est. Cost $119.78 Unrealized +26.7%
COST COSTCO WHSL CORP NEW COM 0.4%
Value ($000) $3,030 Shares 5,262 Est. Cost $374.43 Unrealized +33.8%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.4%
Value ($000) $3,026 Shares 29,973 Est. Cost $69.17 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $3,025 Shares 30,201 Est. Cost $101.79 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.4%
Value ($000) $2,996 Shares 7,294 Est. Cost $201.95 Unrealized +91.9%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.4%
Value ($000) $2,988 Shares 18,425 Est. Cost $138.02 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $2,925 Shares 42,073 Est. Cost $65.40 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $2,915 Shares 15,755 Est. Cost $136.05 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.4%
Value ($000) $2,915 Shares 12,805 Est. Cost $186.37 Unrealized
KT KT CORP SPONSORED ADR 0.3%
Value ($000) $2,912 Shares 203,095 Est. Cost $14.34 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $2,911 Shares 29,776 Est. Cost $111.35 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.3%
Value ($000) $2,896 Shares 19,346 Est. Cost $138.28 Unrealized
DE DEERE & CO COM 0.3%
Value ($000) $2,802 Shares 6,745 Est. Cost $209.57 Unrealized +73.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $2,784 Shares 36,682 Est. Cost $70.25 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $2,683 Shares 11,790 Est. Cost $140.98 Unrealized +39.7%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.3%
Value ($000) $2,674 Shares 66,674 Est. Cost $44.39 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.3%
Value ($000) $2,643 Shares 53,317 Est. Cost $49.97 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.3%
Value ($000) $2,610 Shares 29,309 Est. Cost $61.05 Unrealized
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $2,608 Shares 9,754 Est. Cost $187.32 Unrealized +32.5%
TEMPLETON GLOBAL INCOME FD COM 0.3%
Value ($000) $2,591 Shares 515,146 Est. Cost $5.03 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $2,570 Shares 18,849 Est. Cost $124.52 Unrealized +7.3%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $2,552 Shares 36,131 Est. Cost $36.65 Unrealized +41.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $2,547 Shares 7,553 Est. Cost $210.76 Unrealized +51.1%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $2,526 Shares 16,531 Est. Cost $107.25 Unrealized +32.5%
WMT WALMART INC COM 0.3%
Value ($000) $2,517 Shares 16,898 Est. Cost $32.58 Unrealized +36.9%
NUE NUCOR CORP COM 0.3%
Value ($000) $2,515 Shares 16,920 Est. Cost $91.11 Unrealized +26.8%
ILCV ISHARES MORNINGSTAR LARGE-CAP VALUE ETF 0.3%
Value ($000) $2,366 Shares 34,498 Est. Cost $64.36 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $2,364 Shares 26,190 Est. Cost $65.07 Unrealized +7.0%
MRNA MODERNA INC COM 0.3%
Value ($000) $2,340 Shares 13,586 Est. Cost $168.36 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $2,295 Shares 16,756 Est. Cost $96.01 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $2,275 Shares 42,828 Est. Cost $35.86 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $2,242 Shares 18,938 Est. Cost $85.12 Unrealized +35.5%
T AT&T INC COM 0.3%
Value ($000) $2,238 Shares 94,713 Est. Cost $14.80 Unrealized +0.7%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.3%
Value ($000) $2,232 Shares 45,559 Est. Cost $48.86 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $2,221 Shares 10,465 Est. Cost $201.16 Unrealized -4.9%
POOL POOL CORP COM 0.3%
Value ($000) $2,216 Shares 5,240 Est. Cost $407.40 Unrealized +8.9%
LOW LOWES COS INC COM 0.3%
Value ($000) $2,207 Shares 10,917 Est. Cost $130.00 Unrealized +64.1%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $2,191 Shares 29,771 Est. Cost $73.92 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.3%
Value ($000) $2,156 Shares 37,997 Est. Cost $30.45 Unrealized +37.2%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.3%
Value ($000) $2,090 Shares 26,833 Est. Cost $80.34 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $2,056 Shares 16,434 Est. Cost $133.80 Unrealized
CTAS CINTAS CORP COM 0.2%
Value ($000) $2,045 Shares 4,807 Est. Cost $65.91 Unrealized +42.4%
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $2,011 Shares 25,108 Est. Cost $77.93 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $1,983 Shares 9,330 Est. Cost $178.88 Unrealized
CRM SALESFORCE INC COM 0.2%
Value ($000) $1,980 Shares 9,324 Est. Cost $207.46 Unrealized +2.5%
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $1,966 Shares 6,544 Est. Cost $182.25 Unrealized +56.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,947 Shares 3,817 Est. Cost $257.57 Unrealized +75.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,927 Shares 14,045 Est. Cost $134.30 Unrealized +5.2%
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $1,914 Shares 24,523 Est. Cost $70.64 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $1,903 Shares 4,254 Est. Cost $321.04 Unrealized +20.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $1,901 Shares 37,322 Est. Cost $37.23 Unrealized +11.5%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,897 Shares 11,650 Est. Cost $97.05 Unrealized +26.5%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $1,884 Shares 17,621 Est. Cost $96.73 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.2%
Value ($000) $1,876 Shares 28,859 Est. Cost $66.01 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.2%
Value ($000) $1,870 Shares 96,484 Est. Cost $16.61 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $1,867 Shares 36,960 Est. Cost $50.82 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $1,865 Shares 17,205 Est. Cost $96.73 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,789 Shares 19,661 Est. Cost $92.14 Unrealized -6.7%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $1,779 Shares 6,064 Est. Cost $128.32 Unrealized +91.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $1,760 Shares 14,714 Est. Cost $90.73 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value ($000) $1,728 Shares 22,093 Est. Cost $64.18 Unrealized
HWKN HAWKINS INC COM 0.2%
Value ($000) $1,712 Shares 37,297 Est. Cost $31.60 Unrealized +33.3%
URA GLOBAL X URANIUM ETF 0.2%
Value ($000) $1,696 Shares 64,830 Est. Cost $26.16 Unrealized
KLAC KLA CORP COM NEW 0.2%
Value ($000) $1,686 Shares 4,607 Est. Cost $183.65 Unrealized +95.5%
NDAQ NASDAQ INC COM 0.2%
Value ($000) $1,673 Shares 9,389 Est. Cost $42.19 Unrealized +32.7%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1,650 Shares 590 Est. Cost $95.67 Unrealized +41.0%
BAR GRANITESHARES GOLD SHARES 0.2%
Value ($000) $1,643 Shares 85,597 Est. Cost $19.19 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $1,641 Shares 32,650 Est. Cost $50.52 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $1,612 Shares 6,416 Est. Cost $187.74 Unrealized +14.4%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.2%
Value ($000) $1,606 Shares 32,020 Est. Cost $50.16 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.2%
Value ($000) $1,606 Shares 5,378 Est. Cost $70.88 Unrealized +115.2%
EVR EVERCORE INC CLASS A 0.2%
Value ($000) $1,599 Shares 14,368 Est. Cost $128.05 Unrealized -10.8%
LNT ALLIANT ENERGY CORP COM 0.2%
Value ($000) $1,592 Shares 25,474 Est. Cost $31.67 Unrealized +65.3%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.2%
Value ($000) $1,584 Shares 35,231 Est. Cost $44.96 Unrealized
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $1,580 Shares 83,529 Est. Cost $14.19 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $1,565 Shares 25,493 Est. Cost $61.56 Unrealized
MGC VANGUARD MEGA CAP ETF 0.2%
Value ($000) $1,565 Shares 9,840 Est. Cost $152.46 Unrealized
FTNT FORTINET INC COM 0.2%
Value ($000) $1,545 Shares 4,521 Est. Cost $57.48 Unrealized +8.2%
RHI ROBERT HALF INTL INC COM 0.2%
Value ($000) $1,496 Shares 13,105 Est. Cost $111.80 Unrealized +3.2%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.2%
Value ($000) $1,485 Shares 58,089 Est. Cost $21.10 Unrealized
OZK BANK OZK COM 0.2%
Value ($000) $1,479 Shares 34,641 Est. Cost $35.12 Unrealized +14.6%
KO COCA COLA CO COM 0.2%
Value ($000) $1,475 Shares 23,795 Est. Cost $50.15 Unrealized +7.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.2%
Value ($000) $1,454 Shares 26,998 Est. Cost $57.40 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,453 Shares 3,500 Est. Cost $315.94 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $1,451 Shares 5,841 Est. Cost $182.80 Unrealized +17.4%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,446 Shares 3,526 Est. Cost $359.98 Unrealized +9.5%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,444 Shares 27,643 Est. Cost $28.06 Unrealized +32.3%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $1,443 Shares 4,037 Est. Cost $330.85 Unrealized +6.3%
CSX CSX CORP COM 0.2%
Value ($000) $1,442 Shares 38,509 Est. Cost $26.85 Unrealized +24.7%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.2%
Value ($000) $1,428 Shares 13,949 Est. Cost $99.32 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,420 Shares 37,057 Est. Cost $31.45 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,411 Shares 16,657 Est. Cost $62.20 Unrealized +15.9%
GNRC GENERAC HLDGS INC COM 0.2%
Value ($000) $1,378 Shares 4,637 Est. Cost $300.04 Unrealized -0.0%
MATX MATSON INC COM 0.2%
Value ($000) $1,363 Shares 11,299 Est. Cost $76.12 Unrealized +25.4%
INTC INTEL CORP COM 0.2%
Value ($000) $1,363 Shares 27,506 Est. Cost $36.02 Unrealized +28.2%
MRK MERCK & CO INC COM 0.2%
Value ($000) $1,356 Shares 16,525 Est. Cost $56.27 Unrealized +24.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,353 Shares 4,872 Est. Cost $198.14 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $1,352 Shares 17,308 Est. Cost $81.22 Unrealized
NEM NEWMONT CORP COM 0.2%
Value ($000) $1,339 Shares 16,855 Est. Cost $60.03 Unrealized 0.0%
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $1,317 Shares 3,748 Est. Cost $272.38 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.2%
Value ($000) $1,312 Shares 7,455 Est. Cost $116.82 Unrealized
KR KROGER CO COM 0.2%
Value ($000) $1,305 Shares 22,748 Est. Cost $39.09 Unrealized +16.8%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $1,300 Shares 15,593 Est. Cost $84.77 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.2%
Value ($000) $1,297 Shares 6,220 Est. Cost $204.52 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.2%
Value ($000) $1,296 Shares 16,771 Est. Cost $87.88 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.2%
Value ($000) $1,293 Shares 12,613 Est. Cost $73.70 Unrealized
MOS MOSAIC CO NEW COM 0.2%
Value ($000) $1,290 Shares 19,393 Est. Cost $27.38 Unrealized +66.0%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $1,280 Shares 22,949 Est. Cost $44.67 Unrealized +12.6%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.2%
Value ($000) $1,275 Shares 13,928 Est. Cost $61.51 Unrealized
SRVR PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF 0.2%
Value ($000) $1,272 Shares 32,594 Est. Cost $37.66 Unrealized
F FORD MTR CO DEL COM 0.2%
Value ($000) $1,255 Shares 74,237 Est. Cost $9.61 Unrealized +51.4%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,252 Shares 7,477 Est. Cost $97.09 Unrealized +52.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,244 Shares 7,493 Est. Cost $113.67 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,237 Shares 3,747 Est. Cost $319.80 Unrealized 0.0%
ADAM NAT RES FD INC COM 0.1%
Value ($000) $1,228 Shares 58,690 Est. Cost $20.92 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,217 Shares 2,578 Est. Cost $365.47 Unrealized +20.2%
R RYDER SYS INC COM 0.1%
Value ($000) $1,211 Shares 15,267 Est. Cost $83.86 Unrealized -7.2%
BUNGE LIMITED COM 0.1%
Value ($000) $1,208 Shares 10,903 Est. Cost $82.11 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,206 Shares 22,577 Est. Cost $53.50 Unrealized 0.0%
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.1%
Value ($000) $1,189 Shares 22,217 Est. Cost $82.58 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1,158 Shares 2,623 Est. Cost $342.57 Unrealized +6.6%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,144 Shares 5,132 Est. Cost $102.42 Unrealized +90.8%
AVGO BROADCOM INC COM 0.1%
Value ($000) $1,142 Shares 1,814 Est. Cost $37.83 Unrealized +45.6%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,134 Shares 11,011 Est. Cost $95.24 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.1%
Value ($000) $1,122 Shares 9,349 Est. Cost $64.83 Unrealized
GTO INVESCO TOTAL RETURN BOND ETF 0.1%
Value ($000) $1,115 Shares 21,262 Est. Cost $54.12 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $1,109 Shares 8,093 Est. Cost $91.67 Unrealized +17.4%
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $1,083 Shares 4,256 Est. Cost $189.06 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $1,075 Shares 4,445 Est. Cost $169.58 Unrealized +19.9%
NKE NIKE INC CL B 0.1%
Value ($000) $1,060 Shares 7,881 Est. Cost $89.44 Unrealized +47.5%
EXPD EXPEDITORS INTL WASH INC COM 0.1%
Value ($000) $1,053 Shares 10,209 Est. Cost $118.08 Unrealized -11.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,051 Shares 1,779 Est. Cost $506.57 Unrealized +12.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,049 Shares 9,567 Est. Cost $115.09 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,047 Shares 7,945 Est. Cost $89.66 Unrealized +48.2%
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $1,008 Shares 14,061 Est. Cost $49.14 Unrealized +44.3%
RIVERNORTH OPPORTUNITIES FD IN COM 0.1%
Value ($000) $1,001 Shares 62,697 Est. Cost $16.46 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $995 Shares 3,813 Est. Cost $209.80 Unrealized +13.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $990 Shares 9,990 Est. Cost $74.20 Unrealized +16.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $985 Shares 9,446 Est. Cost $68.79 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $978 Shares 2,147 Est. Cost $369.37 Unrealized +30.2%
JANW ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF 0.1%
Value ($000) $975 Shares 37,334 Est. Cost $26.12 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $950 Shares 8,685 Est. Cost $110.45 Unrealized +8.1%
HORIZON THERAPEUTICS PUB L SHS 0.1%
Value ($000) $941 Shares 8,940 Est. Cost $108.01 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $940 Shares 4,906 Est. Cost $235.46 Unrealized -14.8%
CMA COMERICA INC COM 0.1%
Value ($000) $923 Shares 10,208 Est. Cost $70.65 Unrealized +10.2%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $919 Shares 5,795 Est. Cost $107.41 Unrealized +32.7%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $918 Shares 15,065 Est. Cost $61.43 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $915 Shares 7,916 Est. Cost $223.26 Unrealized -40.5%
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.1%
Value ($000) $913 Shares 27,509 Est. Cost $31.55 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $903 Shares 10,630 Est. Cost $59.60 Unrealized +12.3%
BNOV INNOVATOR U.S. EQUITY BUFFER ETF A NOVEMBER 0.1%
Value ($000) $900 Shares 28,010 Est. Cost $32.96 Unrealized
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $884 Shares 4,383 Est. Cost $72.28 Unrealized +117.4%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $883 Shares 1,419 Est. Cost $86.84 Unrealized +3.1%
CUBI CUSTOMERS BANCORP INC COM 0.1%
Value ($000) $880 Shares 16,880 Est. Cost $27.17 Unrealized +124.2%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.1%
Value ($000) $865 Shares 18,070 Est. Cost $49.21 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $857 Shares 7,726 Est. Cost $92.67 Unrealized +1.1%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $854 Shares 18,526 Est. Cost $33.29 Unrealized 0.0%
ANGEL OAK FINL STRATEGIES INCM COM BEN INT 0.1%
Value ($000) $853 Shares 54,009 Est. Cost $15.79 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $853 Shares 6,563 Est. Cost $97.36 Unrealized +15.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $848 Shares 18,771 Est. Cost $50.14 Unrealized
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.1%
Value ($000) $843 Shares 9,147 Est. Cost $61.04 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $842 Shares 22,855 Est. Cost $33.84 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $840 Shares 29,701 Est. Cost $28.51 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $839 Shares 7,126 Est. Cost $87.79 Unrealized +27.8%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $836 Shares 6,367 Est. Cost $91.59 Unrealized +38.1%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $828 Shares 3,859 Est. Cost $111.58 Unrealized +58.8%
SIXO ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF 0.1%
Value ($000) $821 Shares 31,150 Est. Cost $26.36 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.1%
Value ($000) $818 Shares 72,348 Est. Cost $11.75 Unrealized
SIXJ ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF 0.1%
Value ($000) $810 Shares 32,878 Est. Cost $24.64 Unrealized
JULW ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF 0.1%
Value ($000) $809 Shares 29,752 Est. Cost $27.19 Unrealized
APRW ALLIANZIM U.S. LARGE CAP BUFFER20 APR ETF 0.1%
Value ($000) $809 Shares 29,723 Est. Cost $27.22 Unrealized
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 0.1%
Value ($000) $809 Shares 29,397 Est. Cost $27.52 Unrealized
JANT ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF 0.1%
Value ($000) $804 Shares 29,300 Est. Cost $28.07 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $802 Shares 2,462 Est. Cost $214.93 Unrealized +31.6%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.1%
Value ($000) $798 Shares 23,336 Est. Cost $40.80 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $797 Shares 16,023 Est. Cost $38.70 Unrealized +8.1%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.1%
Value ($000) $796 Shares 10,485 Est. Cost $74.26 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $796 Shares 3,876 Est. Cost $182.42 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $777 Shares 11,271 Est. Cost $66.02 Unrealized
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $776 Shares 6,132 Est. Cost $137.03 Unrealized -7.0%
NUVEEN CR OPPORTUNITIES 2022 T COM 0.1%
Value ($000) $774 Shares 96,955 Est. Cost $9.08 Unrealized
YETI YETI HLDGS INC COM 0.1%
Value ($000) $773 Shares 12,891 Est. Cost $70.76 Unrealized -8.7%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.1%
Value ($000) $767 Shares 11,144 Est. Cost $73.34 Unrealized
CENTRAL & EASTERN EUROPE FD IN COM 0.1%
Value ($000) $762 Shares 56,944 Est. Cost $13.38 Unrealized
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 0.1%
Value ($000) $761 Shares 43,000 Est. Cost $17.70 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $758 Shares 11,428 Est. Cost $59.61 Unrealized
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $737 Shares 17,879 Est. Cost $34.86 Unrealized +17.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $733 Shares 9,754 Est. Cost $61.52 Unrealized +12.1%
ORCL ORACLE CORP COM 0.1%
Value ($000) $729 Shares 8,813 Est. Cost $76.97 Unrealized 0.0%
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $722 Shares 7,001 Est. Cost $74.27 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $715 Shares 7,112 Est. Cost $99.84 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.1%
Value ($000) $714 Shares 46,706 Est. Cost $14.17 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $711 Shares 7,111 Est. Cost $37.36 Unrealized +113.2%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $709 Shares 3,862 Est. Cost $112.36 Unrealized +40.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $708 Shares 5,893 Est. Cost $143.57 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.1%
Value ($000) $708 Shares 8,123 Est. Cost $127.15 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $703 Shares 7,209 Est. Cost $100.65 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.1%
Value ($000) $702 Shares 14,826 Est. Cost $48.74 Unrealized
TEKLA HEALTHCARE INVS SH BEN INT 0.1%
Value ($000) $701 Shares 33,750 Est. Cost $24.47 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $700 Shares 4,703 Est. Cost $125.70 Unrealized -8.8%
ITM VANECK INTERMEDIATE MUNI ETF 0.1%
Value ($000) $695 Shares 14,696 Est. Cost $33.10 Unrealized
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $694 Shares 8,318 Est. Cost $57.59 Unrealized +10.2%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $693 Shares 39,265 Est. Cost $17.01 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $690 Shares 11,608 Est. Cost $22.02 Unrealized +15.4%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $683 Shares 5,187 Est. Cost $94.18 Unrealized +17.2%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $680 Shares 2,750 Est. Cost $158.45 Unrealized +43.8%
NFLX NETFLIX INC COM 0.1%
Value ($000) $677 Shares 1,807 Est. Cost $38.57 Unrealized +8.0%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $674 Shares 11,282 Est. Cost $62.52 Unrealized
NXST NEXSTAR MEDIA GROUP INC CL A 0.1%
Value ($000) $672 Shares 3,564 Est. Cost $137.05 Unrealized +10.3%
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $668 Shares 5,128 Est. Cost $164.92 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $667 Shares 6,023 Est. Cost $114.04 Unrealized
EPAM EPAM SYS INC COM 0.1%
Value ($000) $667 Shares 2,250 Est. Cost $305.72 Unrealized +28.3%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $667 Shares 955 Est. Cost $482.62 Unrealized +30.4%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $657 Shares 7,263 Est. Cost $95.76 Unrealized
STOT SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $653 Shares 13,686 Est. Cost $49.69 Unrealized
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.1%
Value ($000) $651 Shares 48,450 Est. Cost $13.44 Unrealized
SA SEABRIDGE GOLD INC COM 0.1%
Value ($000) $648 Shares 35,000 Est. Cost $17.03 Unrealized 0.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $643 Shares 8,871 Est. Cost $50.40 Unrealized +16.4%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.1%
Value ($000) $642 Shares 38,625 Est. Cost $16.68 Unrealized
MKSI MKS INSTRS INC COM 0.1%
Value ($000) $636 Shares 4,237 Est. Cost $151.04 Unrealized -0.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $625 Shares 14,782 Est. Cost $42.58 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $620 Shares 3,195 Est. Cost $139.92 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $618 Shares 21,338 Est. Cost $28.69 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $615 Shares 6,161 Est. Cost $74.25 Unrealized
CBNK CAPITAL BANCORP INC MD COM 0.1%
Value ($000) $614 Shares 26,874 Est. Cost $18.22 Unrealized +27.2%
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.1%
Value ($000) $611 Shares 34,868 Est. Cost $11.91 Unrealized
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $611 Shares 8,475 Est. Cost $116.04 Unrealized -37.9%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $608 Shares 20,487 Est. Cost $27.74 Unrealized
MATTERPORT INC COM CL A 0.1%
Value ($000) $605 Shares 74,559 Est. Cost $8.11 Unrealized
CFA VICTORYSHARES U.S. 500 VOLATILITY WTD INDEX FUND 0.1%
Value ($000) $602 Shares 8,131 Est. Cost $56.92 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $600 Shares 6,942 Est. Cost $68.46 Unrealized +6.4%
FDX FEDEX CORP COM 0.1%
Value ($000) $600 Shares 2,591 Est. Cost $231.20 Unrealized -6.6%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $596 Shares 5,566 Est. Cost $56.40 Unrealized
KNGZ FIRST TRUST US EQUITY DIVIDEND SELECT ETF 0.1%
Value ($000) $594 Shares 19,447 Est. Cost $30.54 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $591 Shares 6,289 Est. Cost $56.44 Unrealized +46.7%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $589 Shares 10,561 Est. Cost $49.66 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.1%
Value ($000) $581 Shares 11,503 Est. Cost $50.51 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $577 Shares 17,719 Est. Cost $32.56 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $575 Shares 5,438 Est. Cost $105.98 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $574 Shares 2,952 Est. Cost $188.26 Unrealized -9.5%
OMF ONEMAIN HLDGS INC COM 0.1%
Value ($000) $563 Shares 11,879 Est. Cost $52.90 Unrealized -5.8%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $562 Shares 2,251 Est. Cost $250.81 Unrealized +6.3%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER 0.1%
Value ($000) $554 Shares 17,743 Est. Cost $30.72 Unrealized
KAPR INNOVATOR RUSSELL 2000 POWER BUFFER ETF -APRIL 0.1%
Value ($000) $554 Shares 20,678 Est. Cost $26.79 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $552 Shares 8,549 Est. Cost $69.08 Unrealized
KOCT INNOVATOR RUSSELL 2000 POWER BUFFER ETF - OCTOBER 0.1%
Value ($000) $548 Shares 20,737 Est. Cost $27.28 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $545 Shares 7,457 Est. Cost $49.25 Unrealized +15.4%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $545 Shares 8,221 Est. Cost $104.38 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $543 Shares 5,998 Est. Cost $99.77 Unrealized -8.7%
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $541 Shares 8,379 Est. Cost $68.36 Unrealized +6.2%
EXP EAGLE MATLS INC COM 0.1%
Value ($000) $539 Shares 4,201 Est. Cost $140.60 Unrealized -1.3%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $532 Shares 4,500 Est. Cost $89.89 Unrealized +4.7%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $532 Shares 2,540 Est. Cost $189.50 Unrealized +7.5%
DHI D R HORTON INC COM 0.1%
Value ($000) $530 Shares 7,117 Est. Cost $89.28 Unrealized -6.7%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $529 Shares 25,050 Est. Cost $21.68 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $527 Shares 5,824 Est. Cost $64.49 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $516 Shares 2,274 Est. Cost $186.36 Unrealized 0.0%
KJAN INNOVATOR RUSSELL 2000 POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $513 Shares 16,406 Est. Cost $32.29 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $512 Shares 2,714 Est. Cost $133.02 Unrealized +43.1%
INMD INMODE LTD SHS 0.1%
Value ($000) $502 Shares 13,589 Est. Cost $72.49 Unrealized -38.2%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $493 Shares 1,721 Est. Cost $188.31 Unrealized +32.0%
VFH VANGUARD FINANCIALS INDEX FUND 0.1%
Value ($000) $491 Shares 5,257 Est. Cost $88.97 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.1%
Value ($000) $490 Shares 4,990 Est. Cost $78.97 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.1%
Value ($000) $481 Shares 6,247 Est. Cost $66.83 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $481 Shares 17,900 Est. Cost $21.25 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $477 Shares 14,290 Est. Cost $25.54 Unrealized 0.0%
BX BLACKSTONE INC COM 0.1%
Value ($000) $473 Shares 3,724 Est. Cost $67.94 Unrealized +57.8%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $472 Shares 8,610 Est. Cost $69.41 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $471 Shares 6,594 Est. Cost $56.42 Unrealized
IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $469 Shares 17,820 Est. Cost $26.32 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.1%
Value ($000) $467 Shares 2,483 Est. Cost $194.59 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $467 Shares 1,826 Est. Cost $291.61 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $464 Shares 3,767 Est. Cost $91.33 Unrealized +24.8%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $464 Shares 7,491 Est. Cost $66.51 Unrealized -8.3%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $463 Shares 3,346 Est. Cost $114.28 Unrealized 0.0%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.1%
Value ($000) $463 Shares 14,342 Est. Cost $29.54 Unrealized
PLD PROLOGIS INC. COM 0.1%
Value ($000) $459 Shares 2,840 Est. Cost $135.45 Unrealized 0.0%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.1%
Value ($000) $458 Shares 14,933 Est. Cost $29.64 Unrealized
PSEP INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBER 0.1%
Value ($000) $458 Shares 15,225 Est. Cost $29.13 Unrealized
AZO AUTOZONE INC COM 0.1%
Value ($000) $452 Shares 221 Est. Cost $1954.32 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $451 Shares 5,019 Est. Cost $89.86 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.1%
Value ($000) $450 Shares 9,186 Est. Cost $49.01 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $448 Shares 4,179 Est. Cost $114.34 Unrealized
UFPI UFP INDUSTRIES INC COM 0.1%
Value ($000) $445 Shares 5,771 Est. Cost $79.39 Unrealized +5.1%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $442 Shares 4,423 Est. Cost $81.06 Unrealized +2.0%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.1%
Value ($000) $437 Shares 33,252 Est. Cost $13.14 Unrealized
NUVEEN SELECT MAT MUN FD SH BEN INT 0.1%
Value ($000) $434 Shares 45,291 Est. Cost $9.58 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $432 Shares 6,877 Est. Cost $58.65 Unrealized 0.0%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $429 Shares 6,638 Est. Cost $65.14 Unrealized
PDC ENERGY INC COM 0.1%
Value ($000) $425 Shares 5,851 Est. Cost $72.64 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $424 Shares 9,467 Est. Cost $68.06 Unrealized
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF 0.1%
Value ($000) $421 Shares 11,048 Est. Cost $38.11 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $420 Shares 6,405 Est. Cost $58.93 Unrealized +8.0%
SALIENT MIDSTREAM & MLP FD SH BEN INT 0.0%
Value ($000) $415 Shares 50,358 Est. Cost $8.24 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $413 Shares 1,512 Est. Cost $196.92 Unrealized +17.1%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $408 Shares 1,351 Est. Cost $286.70 Unrealized +1.9%
INTU INTUIT COM 0.0%
Value ($000) $407 Shares 846 Est. Cost $426.52 Unrealized +17.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $400 Shares 1,600 Est. Cost $263.65 Unrealized -12.0%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $397 Shares 7,980 Est. Cost $44.20 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $397 Shares 3,333 Est. Cost $93.49 Unrealized 0.0%
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value ($000) $397 Shares 27,894 Est. Cost $14.23 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $396 Shares 18,948 Est. Cost $22.24 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $396 Shares 10,926 Est. Cost $43.61 Unrealized -8.3%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $393 Shares 6,691 Est. Cost $60.69 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $393 Shares 8,404 Est. Cost $38.83 Unrealized +10.3%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $393 Shares 2,635 Est. Cost $151.38 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $392 Shares 19,650 Est. Cost $21.47 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $392 Shares 10,857 Est. Cost $36.11 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF A OCTOBER 0.0%
Value ($000) $391 Shares 12,919 Est. Cost $30.48 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $391 Shares 18,564 Est. Cost $22.18 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $390 Shares 4,528 Est. Cost $94.40 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $389 Shares 3,895 Est. Cost $51.46 Unrealized +53.9%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $387 Shares 5,716 Est. Cost $58.78 Unrealized 0.0%
TRIN TRINITY CAP INC COM 0.0%
Value ($000) $383 Shares 19,818 Est. Cost $8.81 Unrealized +9.9%
IYT ISHARES U.S. TRANSPORTATION ETF 0.0%
Value ($000) $378 Shares 1,399 Est. Cost $274.10 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $375 Shares 18,559 Est. Cost $21.88 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $372 Shares 17,654 Est. Cost $23.00 Unrealized
AGM FEDERAL AGRIC MTG CORP CL C 0.0%
Value ($000) $372 Shares 3,428 Est. Cost $87.45 Unrealized +23.6%
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $371 Shares 16,685 Est. Cost $22.15 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $371 Shares 2,897 Est. Cost $128.06 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $370 Shares 6,451 Est. Cost $62.48 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $369 Shares 13,400 Est. Cost $30.54 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $369 Shares 5,254 Est. Cost $60.10 Unrealized 0.0%
SOXX ISHARES SEMICONDUCTOR FUND 0.0%
Value ($000) $366 Shares 774 Est. Cost $472.87 Unrealized
DELAWARE ENHANCED GLOBAL DIVID COM 0.0%
Value ($000) $365 Shares 40,471 Est. Cost $9.43 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $364 Shares 874 Est. Cost $302.04 Unrealized
HZO MARINEMAX INC COM 0.0%
Value ($000) $362 Shares 8,990 Est. Cost $51.83 Unrealized -9.3%
EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $361 Shares 12,700 Est. Cost $28.43 Unrealized
SGI TEMPUR SEALY INTL INC COM 0.0%
Value ($000) $359 Shares 12,849 Est. Cost $39.12 Unrealized -5.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $359 Shares 2,036 Est. Cost $191.56 Unrealized -6.3%
BSEP INNOVATOR U.S. EQUITY BUFFER ETF A SEPTEMBER 0.0%
Value ($000) $359 Shares 11,015 Est. Cost $31.22 Unrealized
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $358 Shares 2,734 Est. Cost $130.94 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $355 Shares 2,326 Est. Cost $120.00 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $353 Shares 3,269 Est. Cost $91.68 Unrealized 0.0%
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $353 Shares 29,169 Est. Cost $12.10 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $352 Shares 25,650 Est. Cost $13.34 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $351 Shares 2,127 Est. Cost $155.29 Unrealized -2.6%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $348 Shares 1,453 Est. Cost $218.34 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $348 Shares 1,242 Est. Cost $249.16 Unrealized +7.7%
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $347 Shares 5,286 Est. Cost $115.82 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $346 Shares 9,428 Est. Cost $36.70 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.0%
Value ($000) $341 Shares 8,574 Est. Cost $46.23 Unrealized
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $339 Shares 29,212 Est. Cost $9.49 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $339 Shares 6,926 Est. Cost $50.48 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $339 Shares 3,342 Est. Cost $68.15 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $337 Shares 2,902 Est. Cost $66.71 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $336 Shares 11,054 Est. Cost $30.40 Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $335 Shares 24,034 Est. Cost $13.94 Unrealized
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.0%
Value ($000) $328 Shares 14,111 Est. Cost $24.96 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $327 Shares 5,126 Est. Cost $39.44 Unrealized +22.4%
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $327 Shares 20,908 Est. Cost $16.21 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $327 Shares 11,115 Est. Cost $29.42 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $326 Shares 6,360 Est. Cost $54.62 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $324 Shares 17,022 Est. Cost $20.54 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $324 Shares 59,250 Est. Cost $4.03 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $323 Shares 6,158 Est. Cost $40.21 Unrealized
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.0%
Value ($000) $323 Shares 4,477 Est. Cost $44.93 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $321 Shares 7,085 Est. Cost $34.67 Unrealized +25.0%
KAYNE ANDERSON NEXTGEN ENRGY COM 0.0%
Value ($000) $320 Shares 37,361 Est. Cost $8.57 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $319 Shares 9,300 Est. Cost $30.30 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $318 Shares 1,497 Est. Cost $191.14 Unrealized +13.5%
CLEARBRIDGE MLP AND MIDSTRM TR COM 0.0%
Value ($000) $317 Shares 10,858 Est. Cost $29.20 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $314 Shares 4,528 Est. Cost $55.37 Unrealized -0.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $313 Shares 2,799 Est. Cost $84.80 Unrealized +5.2%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $309 Shares 225 Est. Cost $1289.73 Unrealized +11.9%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $298 Shares 1,266 Est. Cost $189.08 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $296 Shares 927 Est. Cost $341.17 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $295 Shares 11,975 Est. Cost $27.30 Unrealized 0.0%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $292 Shares 2,659 Est. Cost $99.95 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $289 Shares 3,225 Est. Cost $56.61 Unrealized +42.0%
PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 0.0%
Value ($000) $288 Shares 5,911 Est. Cost $51.74 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $286 Shares 2,746 Est. Cost $73.42 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $284 Shares 20,947 Est. Cost $14.42 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $283 Shares 16,911 Est. Cost $12.40 Unrealized
SRH TOTAL RETURN FUND INC COM 0.0%
Value ($000) $282 Shares 19,000 Est. Cost $14.23 Unrealized
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.0%
Value ($000) $282 Shares 9,031 Est. Cost $31.23 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF A NOVEMBER 0.0%
Value ($000) $280 Shares 9,172 Est. Cost $31.00 Unrealized
APRT ALLIANZIM U.S. LARGE CAP BUFFER10 APR ETF 0.0%
Value ($000) $280 Shares 9,400 Est. Cost $29.79 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $280 Shares 4,661 Est. Cost $103.96 Unrealized
PIE INVESCO DWA EMERGING MARKETS MOMENTUM ETF 0.0%
Value ($000) $269 Shares 11,500 Est. Cost $18.60 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $269 Shares 2,050 Est. Cost $133.86 Unrealized 0.0%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $269 Shares 5,744 Est. Cost $46.83 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $267 Shares 2,489 Est. Cost $219.64 Unrealized -47.7%
EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF 0.0%
Value ($000) $267 Shares 5,120 Est. Cost $52.15 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $265 Shares 396 Est. Cost $766.55 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $261 Shares 7,153 Est. Cost $37.27 Unrealized
ALLIANCEBERNSTEIN NATL MUN INM COM 0.0%
Value ($000) $261 Shares 20,740 Est. Cost $12.58 Unrealized
FDIQ INVESCO KBW REGIONAL BANKING ETF 0.0%
Value ($000) $261 Shares 4,263 Est. Cost $61.22 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $260 Shares 15,178 Est. Cost $18.04 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $260 Shares 4,696 Est. Cost $34.67 Unrealized +18.1%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $260 Shares 2,335 Est. Cost $94.30 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $258 Shares 1,235 Est. Cost $155.68 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $258 Shares 5,330 Est. Cost $40.25 Unrealized +20.5%
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.0%
Value ($000) $257 Shares 8,400 Est. Cost $29.48 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $257 Shares 335 Est. Cost $885.19 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $257 Shares 1,700 Est. Cost $129.13 Unrealized -0.1%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $257 Shares 5,019 Est. Cost $46.98 Unrealized +2.7%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $256 Shares 28,045 Est. Cost $9.10 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $256 Shares 3,435 Est. Cost $65.26 Unrealized
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $254 Shares 51,000 Est. Cost $4.98 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $250 Shares 22,662 Est. Cost $11.03 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $249 Shares 4,196 Est. Cost $54.17 Unrealized +1.8%
AZTA AZENTA INC COM 0.0%
Value ($000) $249 Shares 3,000 Est. Cost $108.34 Unrealized -20.8%
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $247 Shares 17,107 Est. Cost $14.44 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $247 Shares 2,705 Est. Cost $91.52 Unrealized
EDOW FIRST TRUST DOW 30 EQUAL WEIGHT ETF 0.0%
Value ($000) $247 Shares 7,975 Est. Cost $30.97 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $246 Shares 3,204 Est. Cost $74.99 Unrealized -4.1%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $246 Shares 3,097 Est. Cost $69.96 Unrealized +15.2%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $246 Shares 2,870 Est. Cost $77.64 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $245 Shares 1,047 Est. Cost $34.05 Unrealized +21.2%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $242 Shares 2,001 Est. Cost $137.13 Unrealized
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $239 Shares 427 Est. Cost $653.40 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $239 Shares 16,744 Est. Cost $14.27 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.0%
Value ($000) $236 Shares 4,443 Est. Cost $53.12 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $236 Shares 2,671 Est. Cost $81.91 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $231 Shares 7,502 Est. Cost $33.90 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $229 Shares 2,378 Est. Cost $75.03 Unrealized +4.9%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $227 Shares 1,321 Est. Cost $154.39 Unrealized +3.2%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $222 Shares 8,998 Est. Cost $23.97 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $221 Shares 6,463 Est. Cost $36.51 Unrealized
DFEB FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value ($000) $220 Shares 6,150 Est. Cost $27.59 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $220 Shares 1,192 Est. Cost $174.10 Unrealized 0.0%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $220 Shares 6,039 Est. Cost $39.79 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $219 Shares 5,088 Est. Cost $43.58 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $218 Shares 902 Est. Cost $204.81 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $218 Shares 2,386 Est. Cost $64.72 Unrealized -9.6%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $216 Shares 3,344 Est. Cost $64.59 Unrealized
VVV VALVOLINE INC COM 0.0%
Value ($000) $213 Shares 6,749 Est. Cost $32.67 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $213 Shares 1,587 Est. Cost $101.55 Unrealized +13.9%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $213 Shares 9,000 Est. Cost $23.67 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $212 Shares 3,684 Est. Cost $48.99 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $211 Shares 3,979 Est. Cost $46.66 Unrealized +2.5%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $210 Shares 3,301 Est. Cost $65.99 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $209 Shares 5,893 Est. Cost $31.03 Unrealized 0.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $207 Shares 5,398 Est. Cost $38.35 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $206 Shares 2,681 Est. Cost $82.68 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $206 Shares 2,803 Est. Cost $29.21 Unrealized +3.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $206 Shares 1,098 Est. Cost $171.78 Unrealized 0.0%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $205 Shares 7,815 Est. Cost $27.19 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $205 Shares 2,577 Est. Cost $85.53 Unrealized
PFSI PENNYMAC FINL SVCS INC NEW COM 0.0%
Value ($000) $205 Shares 3,857 Est. Cost $40.29 Unrealized +42.7%
EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF 0.0%
Value ($000) $203 Shares 5,035 Est. Cost $40.32 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $201 Shares 2,781 Est. Cost $72.28 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $201 Shares 4,618 Est. Cost $40.90 Unrealized 0.0%
TEKLA LIFE SCIENCES INVS SH BEN INT 0.0%
Value ($000) $194 Shares 11,700 Est. Cost $20.77 Unrealized
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $184 Shares 32,402 Est. Cost $6.53 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $176 Shares 14,500 Est. Cost $12.14 Unrealized
VOYA GLBL ADV & PREM OPP FD COM 0.0%
Value ($000) $174 Shares 18,000 Est. Cost $10.39 Unrealized
BLACKROCK MULTI-SECTOR INCOME TRUST 0.0%
Value ($000) $167 Shares 10,145 Est. Cost $16.46 Unrealized
YAMANA GOLD INC COM 0.0%
Value ($000) $151 Shares 27,000 Est. Cost $4.74 Unrealized
HIGHLAND GLOBAL ALLOCATION FD COM 0.0%
Value ($000) $133 Shares 13,484 Est. Cost $9.86 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $131 Shares 13,186 Est. Cost $9.88 Unrealized
METV ROUNDHILL BALL METAVERSE ETF 0.0%
Value ($000) $123 Shares 10,250 Est. Cost $12.00 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $122 Shares 13,546 Est. Cost $7.51 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $118 Shares 10,231 Est. Cost $11.53 Unrealized
XAWPX ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT 0.0%
Value ($000) $116 Shares 18,026 Est. Cost $5.07 Unrealized
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $58 Shares 15,073 Est. Cost $6.63 Unrealized
AGENUS INC COM NEW 0.0%
Value ($000) $37 Shares 15,016 Est. Cost $4.62 Unrealized
WESTERN DIGITAL CORP. 1.5 02/01/2024 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $1.00 Unrealized
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $9 Shares 26,000 Est. Cost $1.63 Unrealized -80.0%