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

CIK: 0001109767 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $1,018,013 (100.0% shares, 0.0% debt)

Holdings (614)

AAPL APPLE INC COM 3.8%
Value ($000) $38,758 Shares 199,813 Est. Cost $108.56 Unrealized +58.5%
MSFT MICROSOFT CORP COM 2.9%
Value ($000) $29,361 Shares 86,219 Est. Cost $212.09 Unrealized +44.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.6%
Value ($000) $26,621 Shares 78,067 Est. Cost $260.20 Unrealized +25.4%
IJH ISHARES CORE S&P MID-CAP ETF 2.2%
Value ($000) $22,002 Shares 84,145 Est. Cost $189.94 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.8%
Value ($000) $18,474 Shares 174,171 Est. Cost $100.77 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.8%
Value ($000) $18,042 Shares 70,898 Est. Cost $252.83 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.5%
Value ($000) $14,836 Shares 204,292 Est. Cost $74.25 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.4%
Value ($000) $14,561 Shares 39,414 Est. Cost $217.89 Unrealized
VO VANGUARD MID-CAP ETF 1.4%
Value ($000) $14,224 Shares 64,608 Est. Cost $187.76 Unrealized
NVDA NVIDIA CORPORATION COM 1.3%
Value ($000) $13,512 Shares 31,940 Est. Cost $18.73 Unrealized +77.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.2%
Value ($000) $12,358 Shares 71,082 Est. Cost $77.11 Unrealized
XOM EXXON MOBIL CORP COM 1.2%
Value ($000) $12,223 Shares 113,970 Est. Cost $60.22 Unrealized +65.4%
VOO VANGUARD S&P 500 ETF 1.1%
Value ($000) $11,116 Shares 27,292 Est. Cost $364.02 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 1.1%
Value ($000) $10,993 Shares 110,315 Est. Cost $80.12 Unrealized
AMZN AMAZON COM INC COM 1.1%
Value ($000) $10,991 Shares 84,316 Est. Cost $119.69 Unrealized -4.6%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $9,875 Shares 22,277 Est. Cost $295.66 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.9%
Value ($000) $9,417 Shares 87,898 Est. Cost $105.16 Unrealized
VTV VANGUARD VALUE ETF 0.8%
Value ($000) $8,579 Shares 60,375 Est. Cost $131.46 Unrealized
VUG VANGUARD GROWTH ETF 0.8%
Value ($000) $8,169 Shares 28,871 Est. Cost $224.09 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $8,015 Shares 33,748 Est. Cost $199.26 Unrealized +12.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.8%
Value ($000) $7,942 Shares 106,851 Est. Cost $59.90 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.8%
Value ($000) $7,905 Shares 194,314 Est. Cost $41.80 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $7,716 Shares 66,869 Est. Cost $75.79 Unrealized +37.8%
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $7,467 Shares 51,337 Est. Cost $119.72 Unrealized +8.3%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $6,721 Shares 56,147 Est. Cost $103.91 Unrealized +9.9%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $6,413 Shares 38,747 Est. Cost $140.23 Unrealized +6.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.6%
Value ($000) $6,079 Shares 131,639 Est. Cost $43.84 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.6%
Value ($000) $6,002 Shares 288,415 Est. Cost $19.80 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $5,987 Shares 27,181 Est. Cost $189.53 Unrealized
AVGO BROADCOM INC COM 0.6%
Value ($000) $5,756 Shares 6,635 Est. Cost $49.60 Unrealized +38.6%
IVW ISHARES S&P 500 GROWTH ETF 0.6%
Value ($000) $5,742 Shares 81,463 Est. Cost $71.88 Unrealized
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $5,612 Shares 10,423 Est. Cost $424.96 Unrealized +14.6%
TSLA TESLA INC COM 0.5%
Value ($000) $5,590 Shares 21,353 Est. Cost $231.96 Unrealized -13.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.5%
Value ($000) $5,485 Shares 208,149 Est. Cost $23.14 Unrealized
GLD SPDR GOLD SHARES 0.5%
Value ($000) $5,291 Shares 29,678 Est. Cost $170.82 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $4,906 Shares 22,321 Est. Cost $182.08 Unrealized +11.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $4,790 Shares 32,009 Est. Cost $120.41 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.5%
Value ($000) $4,745 Shares 15,376 Est. Cost $238.60 Unrealized +17.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $4,660 Shares 9 Est. Cost $315430.78 Unrealized +57.8%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $4,625 Shares 9,622 Est. Cost $420.46 Unrealized +10.6%
BOND PIMCO ACTIVE BOND ETF 0.5%
Value ($000) $4,607 Shares 50,283 Est. Cost $109.35 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $4,513 Shares 183,245 Est. Cost $30.12 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $4,386 Shares 27,873 Est. Cost $134.00 Unrealized +6.9%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $4,317 Shares 28,450 Est. Cost $117.01 Unrealized +20.8%
LOW LOWES COS INC COM 0.4%
Value ($000) $4,280 Shares 18,961 Est. Cost $155.39 Unrealized +27.3%
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW 0.4%
Value ($000) $4,235 Shares 338,226 Est. Cost $15.12 Unrealized
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $4,214 Shares 21,633 Est. Cost $156.36 Unrealized +13.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.4%
Value ($000) $4,131 Shares 42,216 Est. Cost $74.55 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $4,097 Shares 83,124 Est. Cost $51.14 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $4,096 Shares 9,189 Est. Cost $419.51 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $4,016 Shares 33,722 Est. Cost $85.57 Unrealized +17.3%
DE DEERE & CO COM 0.4%
Value ($000) $3,941 Shares 9,726 Est. Cost $266.80 Unrealized +37.9%
SLV ISHARES SILVER TRUST 0.4%
Value ($000) $3,900 Shares 186,683 Est. Cost $22.86 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.4%
Value ($000) $3,871 Shares 304,787 Est. Cost $10.97 Unrealized
KLAC KLA CORP COM NEW 0.4%
Value ($000) $3,831 Shares 7,898 Est. Cost $256.78 Unrealized +58.8%
ABT ABBOTT LABS COM 0.4%
Value ($000) $3,765 Shares 34,536 Est. Cost $91.82 Unrealized +10.5%
WMT WALMART INC COM 0.4%
Value ($000) $3,740 Shares 23,791 Est. Cost $37.82 Unrealized +29.5%
TIP ISHARES TIPS BOND ETF 0.4%
Value ($000) $3,703 Shares 34,406 Est. Cost $126.81 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $3,699 Shares 49,852 Est. Cost $69.96 Unrealized +0.1%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.4%
Value ($000) $3,587 Shares 44,240 Est. Cost $82.51 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.4%
Value ($000) $3,571 Shares 87,736 Est. Cost $42.15 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $3,491 Shares 67,469 Est. Cost $42.83 Unrealized +6.2%
HD HOME DEPOT INC COM 0.3%
Value ($000) $3,371 Shares 10,850 Est. Cost $235.54 Unrealized +17.4%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $3,360 Shares 13,431 Est. Cost $198.64 Unrealized +10.6%
CCJ CAMECO CORP COM 0.3%
Value ($000) $3,357 Shares 107,150 Est. Cost $25.31 Unrealized +10.4%
PEP PEPSICO INC COM 0.3%
Value ($000) $3,354 Shares 18,107 Est. Cost $135.85 Unrealized +25.6%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $3,350 Shares 35,120 Est. Cost $86.23 Unrealized +2.7%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.3%
Value ($000) $3,344 Shares 43,438 Est. Cost $67.42 Unrealized
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 0.3%
Value ($000) $3,319 Shares 367,516 Est. Cost $11.94 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $3,270 Shares 14,728 Est. Cost $221.17 Unrealized -3.4%
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,196 Shares 39,369 Est. Cost $52.56 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $3,181 Shares 11,084 Est. Cost $197.61 Unrealized +24.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $3,180 Shares 63,392 Est. Cost $53.94 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $3,180 Shares 27,917 Est. Cost $83.88 Unrealized +24.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,138 Shares 42,308 Est. Cost $69.99 Unrealized
ANGEL OAK FINL STRATEGIES INCM COM BEN INT 0.3%
Value ($000) $3,100 Shares 262,515 Est. Cost $13.66 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $3,039 Shares 45,026 Est. Cost $65.38 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.3%
Value ($000) $3,031 Shares 89,131 Est. Cost $35.44 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.3%
Value ($000) $3,014 Shares 66,532 Est. Cost $47.66 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $2,955 Shares 9,903 Est. Cost $226.46 Unrealized +20.6%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.3%
Value ($000) $2,939 Shares 33,665 Est. Cost $63.03 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $2,909 Shares 16,160 Est. Cost $146.52 Unrealized +8.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $2,884 Shares 17,753 Est. Cost $138.02 Unrealized
CTAS CINTAS CORP COM 0.3%
Value ($000) $2,870 Shares 5,774 Est. Cost $72.41 Unrealized +58.4%
COWZ PACER US CASH COWS 100 ETF 0.3%
Value ($000) $2,845 Shares 59,439 Est. Cost $45.28 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value ($000) $2,845 Shares 17,650 Est. Cost $135.18 Unrealized
ILCV ISHARES MORNINGSTAR VALUE ETF 0.3%
Value ($000) $2,832 Shares 42,567 Est. Cost $64.10 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.3%
Value ($000) $2,825 Shares 63,967 Est. Cost $44.61 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.3%
Value ($000) $2,788 Shares 20,150 Est. Cost $136.19 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $2,740 Shares 31,665 Est. Cost $109.80 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.3%
Value ($000) $2,728 Shares 68,034 Est. Cost $40.12 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.3%
Value ($000) $2,704 Shares 91,840 Est. Cost $29.82 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $2,617 Shares 19,713 Est. Cost $100.74 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $2,612 Shares 42,318 Est. Cost $39.23 Unrealized +38.0%
COR AMERISOURCEBERGEN CORP COM 0.3%
Value ($000) $2,610 Shares 13,564 Est. Cost $153.47 Unrealized +10.2%
LIN LINDE PLC SHS 0.3%
Value ($000) $2,599 Shares 6,819 Est. Cost $322.30 Unrealized +9.5%
TGT TARGET CORP COM 0.3%
Value ($000) $2,579 Shares 19,554 Est. Cost $158.75 Unrealized -15.0%
XBI SPDR S&P BIOTECH ETF 0.3%
Value ($000) $2,568 Shares 30,867 Est. Cost $78.40 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,523 Shares 12,685 Est. Cost $179.55 Unrealized
BUFD FT CBOE VEST FUND OF DEEP BUFFER ETF 0.2%
Value ($000) $2,519 Shares 116,939 Est. Cost $20.43 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.2%
Value ($000) $2,476 Shares 39,709 Est. Cost $62.40 Unrealized
REAVES UTIL INCOME FD COM SH BEN INT 0.2%
Value ($000) $2,416 Shares 88,120 Est. Cost $32.56 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $2,369 Shares 26,888 Est. Cost $78.93 Unrealized +0.6%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $2,361 Shares 63,492 Est. Cost $36.12 Unrealized -13.6%
PULS PGIM ULTRA SHORT BOND ETF 0.2%
Value ($000) $2,335 Shares 47,262 Est. Cost $49.21 Unrealized
AFL AFLAC INC COM 0.2%
Value ($000) $2,321 Shares 33,253 Est. Cost $62.65 Unrealized +0.9%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $2,266 Shares 22,874 Est. Cost $91.45 Unrealized +6.4%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.2%
Value ($000) $2,265 Shares 38,120 Est. Cost $59.41 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,261 Shares 23,405 Est. Cost $96.60 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $2,218 Shares 13,707 Est. Cost $159.15 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $2,209 Shares 60,212 Est. Cost $34.75 Unrealized -4.4%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $2,192 Shares 52,748 Est. Cost $32.31 Unrealized +13.4%
ABBV ABBVIE INC COM 0.2%
Value ($000) $2,182 Shares 16,193 Est. Cost $94.87 Unrealized +40.9%
NKE NIKE INC CL B 0.2%
Value ($000) $2,172 Shares 19,680 Est. Cost $98.67 Unrealized +12.8%
KT KT CORP SPONSORED ADR 0.2%
Value ($000) $2,170 Shares 192,000 Est. Cost $14.34 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $2,165 Shares 45,966 Est. Cost $46.52 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.2%
Value ($000) $2,145 Shares 119,041 Est. Cost $16.81 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,142 Shares 35,575 Est. Cost $52.02 Unrealized +10.3%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $2,130 Shares 4,673 Est. Cost $331.42 Unrealized +30.9%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $2,128 Shares 17,593 Est. Cost $107.48 Unrealized +6.9%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.2%
Value ($000) $2,119 Shares 23,655 Est. Cost $69.02 Unrealized +7.0%
EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF 0.2%
Value ($000) $2,114 Shares 57,125 Est. Cost $35.31 Unrealized
BLACKROCK INC COM 0.2%
Value ($000) $2,089 Shares 3,022 Est. Cost $704.06 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $2,051 Shares 9,534 Est. Cost $228.84 Unrealized -10.6%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $2,026 Shares 17,624 Est. Cost $132.49 Unrealized
HSY HERSHEY CO COM 0.2%
Value ($000) $1,959 Shares 7,844 Est. Cost $202.72 Unrealized +20.1%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.2%
Value ($000) $1,955 Shares 38,875 Est. Cost $50.12 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $1,955 Shares 28,273 Est. Cost $79.19 Unrealized -18.8%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $1,951 Shares 17,435 Est. Cost $106.44 Unrealized -5.1%
CB CHUBB LIMITED COM 0.2%
Value ($000) $1,950 Shares 10,125 Est. Cost $200.27 Unrealized -5.2%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $1,945 Shares 26,834 Est. Cost $73.92 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $1,936 Shares 23,170 Est. Cost $92.28 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $1,914 Shares 25,325 Est. Cost $80.20 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,892 Shares 41,755 Est. Cost $30.12 Unrealized +21.4%
RDVI FT CBOE VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.2%
Value ($000) $1,888 Shares 85,942 Est. Cost $21.97 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $1,883 Shares 8,304 Est. Cost $220.03 Unrealized -9.0%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $1,868 Shares 6,237 Est. Cost $260.98 Unrealized +1.6%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $1,868 Shares 18,535 Est. Cost $96.97 Unrealized
NUE NUCOR CORP COM 0.2%
Value ($000) $1,856 Shares 11,315 Est. Cost $93.23 Unrealized +50.4%
BDX BECTON DICKINSON & CO COM 0.2%
Value ($000) $1,853 Shares 7,019 Est. Cost $223.80 Unrealized +8.1%
VV VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $1,831 Shares 9,030 Est. Cost $195.00 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $1,828 Shares 25,025 Est. Cost $70.56 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $1,800 Shares 16,248 Est. Cost $110.77 Unrealized
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $1,741 Shares 10,288 Est. Cost $153.16 Unrealized -1.2%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value ($000) $1,720 Shares 22,915 Est. Cost $66.73 Unrealized
PIONEER NAT RES CO COM 0.2%
Value ($000) $1,709 Shares 8,248 Est. Cost $209.29 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $1,683 Shares 42,075 Est. Cost $31.79 Unrealized +15.6%
RTX RTX CORPORATION COM 0.2%
Value ($000) $1,666 Shares 17,005 Est. Cost $84.54 Unrealized +9.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $1,660 Shares 8,479 Est. Cost $198.78 Unrealized -9.0%
ENSG ENSIGN GROUP INC COM 0.2%
Value ($000) $1,657 Shares 17,359 Est. Cost $90.37 Unrealized +3.7%
VTHR VANGUARD RUSSELL 3000 ETF 0.2%
Value ($000) $1,650 Shares 8,358 Est. Cost $169.05 Unrealized
STLD STEEL DYNAMICS INC COM 0.2%
Value ($000) $1,647 Shares 15,120 Est. Cost $75.38 Unrealized +29.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $1,647 Shares 14,993 Est. Cost $91.33 Unrealized
HWKN HAWKINS INC COM 0.2%
Value ($000) $1,642 Shares 34,431 Est. Cost $32.15 Unrealized +40.3%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $1,635 Shares 18,083 Est. Cost $84.28 Unrealized -5.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value ($000) $1,610 Shares 13,800 Est. Cost $114.88 Unrealized
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $1,607 Shares 18,213 Est. Cost $82.37 Unrealized +2.1%
UNM UNUM GROUP COM 0.2%
Value ($000) $1,601 Shares 33,563 Est. Cost $42.21 Unrealized +3.4%
FTNT FORTINET INC COM 0.2%
Value ($000) $1,600 Shares 21,162 Est. Cost $58.88 Unrealized +15.5%
CASY CASEYS GEN STORES INC COM 0.2%
Value ($000) $1,599 Shares 6,558 Est. Cost $223.45 Unrealized -0.0%
GDX VANECK GOLD MINERS ETF 0.2%
Value ($000) $1,575 Shares 52,319 Est. Cost $33.41 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.2%
Value ($000) $1,572 Shares 32,982 Est. Cost $48.59 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,505 Shares 94,382 Est. Cost $15.59 Unrealized -5.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,482 Shares 5,385 Est. Cost $201.00 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.1%
Value ($000) $1,477 Shares 24,244 Est. Cost $58.03 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $1,476 Shares 9,431 Est. Cost $152.46 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,474 Shares 26,641 Est. Cost $55.52 Unrealized
JANW ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF 0.1%
Value ($000) $1,473 Shares 51,076 Est. Cost $25.74 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $1,465 Shares 4,411 Est. Cost $187.57 Unrealized +58.1%
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.1%
Value ($000) $1,462 Shares 49,672 Est. Cost $30.95 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.1%
Value ($000) $1,450 Shares 63,685 Est. Cost $25.02 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $1,439 Shares 3,125 Est. Cost $391.68 Unrealized +10.2%
INGR INGREDION INC COM 0.1%
Value ($000) $1,426 Shares 13,463 Est. Cost $106.33 Unrealized 0.0%
TEMPLETON GLOBAL INCOME FD COM 0.1%
Value ($000) $1,426 Shares 344,537 Est. Cost $5.03 Unrealized
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $1,422 Shares 82,567 Est. Cost $14.22 Unrealized +3.9%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $1,407 Shares 18,737 Est. Cost $83.69 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,392 Shares 8,197 Est. Cost $136.05 Unrealized
ABRDN INCOME CREDIT STRATEGIES COM 0.1%
Value ($000) $1,391 Shares 203,412 Est. Cost $6.67 Unrealized
MARB FIRST TRUST MERGER ARBITRAGE ETF 0.1%
Value ($000) $1,389 Shares 69,435 Est. Cost $20.13 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1,382 Shares 5,759 Est. Cost $128.32 Unrealized +62.7%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $1,373 Shares 15,381 Est. Cost $128.49 Unrealized -28.0%
CHDN CHURCHILL DOWNS INC COM 0.1%
Value ($000) $1,370 Shares 9,841 Est. Cost $127.66 Unrealized +6.1%
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.1%
Value ($000) $1,358 Shares 64,600 Est. Cost $19.77 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,353 Shares 7,548 Est. Cost $134.67 Unrealized +14.8%
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $1,347 Shares 6,039 Est. Cost $237.41 Unrealized -17.4%
SUPER MICRO COMPUTER INC COM 0.1%
Value ($000) $1,327 Shares 5,325 Est. Cost $83.10 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,326 Shares 7,644 Est. Cost $122.59 Unrealized +29.5%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,321 Shares 11,096 Est. Cost $111.80 Unrealized -3.1%
URA GLOBAL X URANIUM ETF 0.1%
Value ($000) $1,320 Shares 60,806 Est. Cost $25.99 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $1,311 Shares 41,717 Est. Cost $28.57 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,302 Shares 7,872 Est. Cost $118.79 Unrealized
URNM SPROTT URANIUM MINERS ETF 0.1%
Value ($000) $1,297 Shares 38,630 Est. Cost $33.57 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $1,295 Shares 6,679 Est. Cost $187.34 Unrealized -4.9%
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 0.1%
Value ($000) $1,283 Shares 42,174 Est. Cost $27.13 Unrealized
LNT ALLIANT ENERGY CORP COM 0.1%
Value ($000) $1,279 Shares 24,374 Est. Cost $31.67 Unrealized +54.9%
JULW ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF 0.1%
Value ($000) $1,279 Shares 42,907 Est. Cost $26.93 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $1,254 Shares 3,392 Est. Cost $70.88 Unrealized +125.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $1,242 Shares 37,594 Est. Cost $35.88 Unrealized -20.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,234 Shares 7,815 Est. Cost $115.60 Unrealized
HTGC HERCULES CAPITAL INC COM 0.1%
Value ($000) $1,228 Shares 83,004 Est. Cost $13.64 Unrealized +0.6%
APRW ALLIANZIM US LARGE CAP BUFFER20 APR ETF 0.1%
Value ($000) $1,225 Shares 43,609 Est. Cost $26.61 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $1,217 Shares 12,424 Est. Cost $103.85 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.1%
Value ($000) $1,217 Shares 59,650 Est. Cost $21.21 Unrealized
ADAM NAT RES FD INC COM 0.1%
Value ($000) $1,216 Shares 58,390 Est. Cost $20.92 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $1,210 Shares 3,076 Est. Cost $330.85 Unrealized +11.8%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $1,207 Shares 2,468 Est. Cost $376.66 Unrealized +6.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $1,198 Shares 22,982 Est. Cost $37.56 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $1,188 Shares 15,845 Est. Cost $87.88 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $1,185 Shares 20,992 Est. Cost $59.95 Unrealized
EOG EOG RES INC COM 0.1%
Value ($000) $1,180 Shares 10,310 Est. Cost $103.45 Unrealized +1.0%
SIXO ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF 0.1%
Value ($000) $1,177 Shares 42,588 Est. Cost $25.58 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.1%
Value ($000) $1,169 Shares 14,214 Est. Cost $61.83 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.1%
Value ($000) $1,152 Shares 12,293 Est. Cost $97.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $1,142 Shares 8,535 Est. Cost $102.93 Unrealized +14.7%
SIXJ ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF 0.1%
Value ($000) $1,136 Shares 45,633 Est. Cost $23.84 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,136 Shares 4,616 Est. Cost $116.49 Unrealized +83.5%
WLK WESTLAKE CORPORATION COM 0.1%
Value ($000) $1,131 Shares 9,468 Est. Cost $98.47 Unrealized +10.5%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1,131 Shares 1,434 Est. Cost $551.19 Unrealized +22.1%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $1,127 Shares 4,604 Est. Cost $193.58 Unrealized
ORI OLD REP INTL CORP COM 0.1%
Value ($000) $1,123 Shares 44,607 Est. Cost $18.10 Unrealized +13.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,101 Shares 3,130 Est. Cost $213.94 Unrealized +57.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,099 Shares 5,867 Est. Cost $179.48 Unrealized
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.1%
Value ($000) $1,092 Shares 21,966 Est. Cost $82.58 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $1,091 Shares 72,091 Est. Cost $9.66 Unrealized +10.6%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $1,088 Shares 70,979 Est. Cost $11.87 Unrealized -4.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,085 Shares 32,197 Est. Cost $31.45 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $1,074 Shares 3,519 Est. Cost $190.26 Unrealized +47.9%
INTC INTEL CORP COM 0.1%
Value ($000) $1,068 Shares 31,933 Est. Cost $33.90 Unrealized -9.4%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $1,064 Shares 394 Est. Cost $2425.89 Unrealized +7.1%
BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF 0.1%
Value ($000) $1,058 Shares 39,051 Est. Cost $24.75 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,056 Shares 7,304 Est. Cost $91.78 Unrealized +33.2%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,022 Shares 14,406 Est. Cost $69.02 Unrealized -4.3%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $1,009 Shares 15,140 Est. Cost $62.00 Unrealized
CENTRAL & EASTERN EUROPE FD IN COM 0.1%
Value ($000) $1,006 Shares 111,016 Est. Cost $10.62 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $1,004 Shares 59,560 Est. Cost $17.38 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.1%
Value ($000) $1,003 Shares 7,372 Est. Cost $69.01 Unrealized +61.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $998 Shares 13,189 Est. Cost $80.33 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $996 Shares 21,933 Est. Cost $44.44 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $982 Shares 28,793 Est. Cost $26.88 Unrealized +13.2%
CRM SALESFORCE INC COM 0.1%
Value ($000) $976 Shares 4,618 Est. Cost $205.33 Unrealized -1.8%
BX BLACKSTONE INC COM 0.1%
Value ($000) $969 Shares 10,420 Est. Cost $80.39 Unrealized -0.3%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $967 Shares 11,170 Est. Cost $84.66 Unrealized
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 0.1%
Value ($000) $956 Shares 32,743 Est. Cost $37.54 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $951 Shares 4,505 Est. Cost $225.56 Unrealized -7.9%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.1%
Value ($000) $949 Shares 34,091 Est. Cost $28.10 Unrealized
SA SEABRIDGE GOLD INC COM 0.1%
Value ($000) $948 Shares 78,700 Est. Cost $12.99 Unrealized +4.7%
ARES DYNAMIC CR ALLOCATION FD COM 0.1%
Value ($000) $948 Shares 76,896 Est. Cost $11.61 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $948 Shares 9,391 Est. Cost $81.98 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $942 Shares 12,031 Est. Cost $73.36 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $941 Shares 28,033 Est. Cost $32.46 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $936 Shares 10,169 Est. Cost $73.70 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $933 Shares 12,108 Est. Cost $69.72 Unrealized +4.6%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $931 Shares 7,086 Est. Cost $97.62 Unrealized +23.9%
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $928 Shares 1,829 Est. Cost $422.36 Unrealized
ENCORE WIRE CORP COM 0.1%
Value ($000) $925 Shares 4,975 Est. Cost $141.53 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value ($000) $909 Shares 26,743 Est. Cost $32.96 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.1%
Value ($000) $908 Shares 40,768 Est. Cost $22.79 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $907 Shares 6,114 Est. Cost $120.31 Unrealized +9.5%
AZO AUTOZONE INC COM 0.1%
Value ($000) $903 Shares 362 Est. Cost $2051.22 Unrealized +24.3%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.1%
Value ($000) $893 Shares 7,877 Est. Cost $68.54 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.1%
Value ($000) $891 Shares 26,612 Est. Cost $30.25 Unrealized
RIVERNORTH OPPORTUNITIES FD IN COM 0.1%
Value ($000) $888 Shares 77,586 Est. Cost $15.64 Unrealized
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.1%
Value ($000) $887 Shares 29,835 Est. Cost $29.59 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $882 Shares 15,564 Est. Cost $50.45 Unrealized 0.0%
INVESCO BD FD COM 0.1%
Value ($000) $880 Shares 59,122 Est. Cost $15.67 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $860 Shares 9,045 Est. Cost $99.32 Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $849 Shares 4,323 Est. Cost $94.18 Unrealized +84.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $848 Shares 11,661 Est. Cost $75.91 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $830 Shares 3,525 Est. Cost $179.20 Unrealized
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.1%
Value ($000) $822 Shares 4,933 Est. Cost $141.74 Unrealized +4.6%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.1%
Value ($000) $819 Shares 16,711 Est. Cost $48.98 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $815 Shares 7,866 Est. Cost $47.32 Unrealized +99.6%
NDAQ NASDAQ INC COM 0.1%
Value ($000) $807 Shares 16,188 Est. Cost $51.26 Unrealized +1.7%
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.1%
Value ($000) $806 Shares 26,994 Est. Cost $28.16 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $806 Shares 3,936 Est. Cost $195.74 Unrealized -4.5%
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 0.1%
Value ($000) $796 Shares 43,000 Est. Cost $17.70 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $785 Shares 1,673 Est. Cost $191.65 Unrealized +114.7%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.1%
Value ($000) $772 Shares 3,212 Est. Cost $170.48 Unrealized +23.3%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $772 Shares 3,021 Est. Cost $83.16 Unrealized +25.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $766 Shares 7,135 Est. Cost $95.07 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $758 Shares 18,873 Est. Cost $39.82 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $758 Shares 1,720 Est. Cost $36.49 Unrealized +0.9%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $751 Shares 5,789 Est. Cost $137.03 Unrealized -8.8%
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 0.1%
Value ($000) $741 Shares 39,776 Est. Cost $18.62 Unrealized
SKOR FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND 0.1%
Value ($000) $740 Shares 15,792 Est. Cost $46.90 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $737 Shares 6,507 Est. Cost $121.11 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $737 Shares 14,699 Est. Cost $50.28 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.1%
Value ($000) $732 Shares 323,779 Est. Cost $6.90 Unrealized -68.1%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.1%
Value ($000) $724 Shares 71,917 Est. Cost $11.59 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $723 Shares 25,195 Est. Cost $33.61 Unrealized -20.8%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $720 Shares 5,213 Est. Cost $98.13 Unrealized +28.2%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $711 Shares 10,929 Est. Cost $71.63 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $707 Shares 7,239 Est. Cost $79.00 Unrealized +6.9%
HORIZON THERAPEUTICS PUB L SHS 0.1%
Value ($000) $704 Shares 6,849 Est. Cost $100.58 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $702 Shares 4,621 Est. Cost $148.43 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.1%
Value ($000) $698 Shares 6,993 Est. Cost $101.79 Unrealized
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.1%
Value ($000) $697 Shares 61,450 Est. Cost $12.37 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $696 Shares 7,358 Est. Cost $67.53 Unrealized +22.5%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $692 Shares 18,629 Est. Cost $33.25 Unrealized -3.6%
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $691 Shares 9,721 Est. Cost $59.83 Unrealized
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.1%
Value ($000) $690 Shares 25,497 Est. Cost $26.84 Unrealized
EXP EAGLE MATLS INC COM 0.1%
Value ($000) $687 Shares 3,686 Est. Cost $140.30 Unrealized +12.1%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $686 Shares 13,107 Est. Cost $57.05 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $686 Shares 14,192 Est. Cost $53.64 Unrealized -15.3%
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $683 Shares 19,462 Est. Cost $32.72 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $683 Shares 50,211 Est. Cost $16.36 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $682 Shares 28,894 Est. Cost $27.57 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $682 Shares 7,061 Est. Cost $99.28 Unrealized
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $681 Shares 3,743 Est. Cost $146.05 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $680 Shares 6,969 Est. Cost $97.96 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.1%
Value ($000) $677 Shares 59,215 Est. Cost $12.38 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.1%
Value ($000) $675 Shares 8,934 Est. Cost $68.74 Unrealized +0.8%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.1%
Value ($000) $675 Shares 23,487 Est. Cost $28.74 Unrealized
EVR EVERCORE INC CLASS A 0.1%
Value ($000) $674 Shares 5,451 Est. Cost $126.97 Unrealized -13.1%
TSLX SIXTH STREET SPECIALTY LENDING COM 0.1%
Value ($000) $671 Shares 35,898 Est. Cost $17.97 Unrealized +1.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $661 Shares 6,190 Est. Cost $114.17 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $659 Shares 5,833 Est. Cost $58.92 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.1%
Value ($000) $656 Shares 20,717 Est. Cost $29.04 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $655 Shares 912 Est. Cost $495.20 Unrealized +54.8%
TEKLA HEALTHCARE INVS SH BEN INT 0.1%
Value ($000) $653 Shares 38,313 Est. Cost $23.64 Unrealized
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $653 Shares 3,896 Est. Cost $107.03 Unrealized +66.9%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.1%
Value ($000) $648 Shares 45,953 Est. Cost $16.47 Unrealized
JANT ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF 0.1%
Value ($000) $648 Shares 22,536 Est. Cost $28.11 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $645 Shares 6,842 Est. Cost $87.49 Unrealized -0.7%
INTU INTUIT COM 0.1%
Value ($000) $637 Shares 1,391 Est. Cost $413.47 Unrealized +4.2%
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.1%
Value ($000) $636 Shares 11,040 Est. Cost $57.57 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $635 Shares 12,486 Est. Cost $50.82 Unrealized
BLACKROCK MUNIHOLDINGS FD INC COM 0.1%
Value ($000) $634 Shares 54,489 Est. Cost $12.92 Unrealized
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $627 Shares 19,589 Est. Cost $32.02 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $626 Shares 2,523 Est. Cost $205.30 Unrealized +5.2%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $621 Shares 18,674 Est. Cost $30.52 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $617 Shares 17,916 Est. Cost $30.08 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $614 Shares 2,313 Est. Cost $248.16 Unrealized -7.3%
ROST ROSS STORES INC COM 0.1%
Value ($000) $614 Shares 5,476 Est. Cost $99.77 Unrealized +2.4%
GBDC GOLUB CAP BDC INC COM 0.1%
Value ($000) $612 Shares 45,351 Est. Cost $9.31 Unrealized +5.3%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $609 Shares 16,744 Est. Cost $33.85 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $606 Shares 10,254 Est. Cost $62.83 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $605 Shares 2,154 Est. Cost $235.60 Unrealized +5.2%
KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL 0.1%
Value ($000) $604 Shares 21,933 Est. Cost $26.56 Unrealized
DT DYNATRACE INC COM NEW 0.1%
Value ($000) $602 Shares 11,704 Est. Cost $46.87 Unrealized 0.0%
AI C3 AI INC CL A 0.1%
Value ($000) $602 Shares 16,521 Est. Cost $28.17 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $601 Shares 4,734 Est. Cost $164.28 Unrealized
DAR DARLING INGREDIENTS INC COM 0.1%
Value ($000) $601 Shares 9,419 Est. Cost $69.29 Unrealized -12.1%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.1%
Value ($000) $600 Shares 55,029 Est. Cost $12.44 Unrealized -15.7%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $599 Shares 6,131 Est. Cost $101.33 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $593 Shares 19,191 Est. Cost $27.72 Unrealized
TEMPLETON EMERGING MKTS FD COM 0.1%
Value ($000) $592 Shares 50,000 Est. Cost $11.70 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $591 Shares 2,847 Est. Cost $188.16 Unrealized -6.7%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $588 Shares 12,941 Est. Cost $45.10 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $587 Shares 9,819 Est. Cost $53.81 Unrealized -2.3%
KR KROGER CO COM 0.1%
Value ($000) $587 Shares 12,485 Est. Cost $40.17 Unrealized +12.0%
BLACKROCK MUNIHOLDINGS QUALITY COM 0.1%
Value ($000) $586 Shares 60,319 Est. Cost $11.14 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.1%
Value ($000) $582 Shares 16,321 Est. Cost $37.09 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $579 Shares 6,880 Est. Cost $66.09 Unrealized +21.0%
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $579 Shares 17,686 Est. Cost $28.99 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $566 Shares 5,903 Est. Cost $74.25 Unrealized
PDC ENERGY INC COM 0.1%
Value ($000) $565 Shares 7,942 Est. Cost $67.03 Unrealized
NUVEEN MORTGAGE AND INCOME FD COM 0.1%
Value ($000) $561 Shares 34,792 Est. Cost $16.16 Unrealized
FICS FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF 0.1%
Value ($000) $559 Shares 17,234 Est. Cost $28.91 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $557 Shares 10,748 Est. Cost $58.82 Unrealized -19.1%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $553 Shares 4,715 Est. Cost $102.05 Unrealized +5.0%
DOV DOVER CORP COM 0.1%
Value ($000) $553 Shares 3,745 Est. Cost $130.96 Unrealized +5.7%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.1%
Value ($000) $543 Shares 15,859 Est. Cost $29.51 Unrealized
FTRI FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF 0.1%
Value ($000) $542 Shares 43,086 Est. Cost $13.16 Unrealized
TDTF FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND 0.1%
Value ($000) $541 Shares 22,833 Est. Cost $25.16 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $538 Shares 1,539 Est. Cost $272.38 Unrealized
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.1%
Value ($000) $536 Shares 36,312 Est. Cost $12.23 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.1%
Value ($000) $533 Shares 60,600 Est. Cost $14.56 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.1%
Value ($000) $528 Shares 46,231 Est. Cost $14.13 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.1%
Value ($000) $526 Shares 9,153 Est. Cost $32.78 Unrealized +35.2%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $526 Shares 7,479 Est. Cost $70.26 Unrealized
HAL HALLIBURTON CO COM 0.1%
Value ($000) $525 Shares 15,921 Est. Cost $34.65 Unrealized -14.3%
SO SOUTHERN CO COM 0.1%
Value ($000) $525 Shares 7,475 Est. Cost $50.40 Unrealized +29.6%
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $523 Shares 3,443 Est. Cost $150.31 Unrealized -9.9%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $522 Shares 13,301 Est. Cost $38.36 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $520 Shares 8,812 Est. Cost $22.32 Unrealized +15.1%
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 0.1%
Value ($000) $519 Shares 19,745 Est. Cost $22.42 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.1%
Value ($000) $516 Shares 15,000 Est. Cost $32.32 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.1%
Value ($000) $516 Shares 3,384 Est. Cost $157.70 Unrealized -6.1%
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.1%
Value ($000) $515 Shares 5,362 Est. Cost $61.04 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.1%
Value ($000) $510 Shares 9,936 Est. Cost $58.00 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.1%
Value ($000) $509 Shares 9,055 Est. Cost $22.51 Unrealized +14.2%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $509 Shares 5,694 Est. Cost $64.49 Unrealized
ALLIANCEBERNSTEIN NATL MUN INM COM 0.0%
Value ($000) $506 Shares 47,140 Est. Cost $11.64 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value ($000) $498 Shares 14,744 Est. Cost $29.86 Unrealized
KNGZ US EQUITY DIVIDEND SELECT ETF 0.0%
Value ($000) $497 Shares 17,343 Est. Cost $30.54 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value ($000) $497 Shares 5,120 Est. Cost $79.56 Unrealized +4.9%
WDIV SPDR S&P GLOBAL DIVIDEND ETF 0.0%
Value ($000) $494 Shares 8,600 Est. Cost $58.69 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $493 Shares 7,714 Est. Cost $53.42 Unrealized +10.4%
HGV HILTON GRAND VACATIONS INC COM 0.0%
Value ($000) $493 Shares 10,840 Est. Cost $45.28 Unrealized -1.4%
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $492 Shares 1,046 Est. Cost $435.38 Unrealized +12.5%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $489 Shares 10,507 Est. Cost $46.58 Unrealized
BNY MELLON STRATEGIC MUNS INC COM 0.0%
Value ($000) $489 Shares 78,550 Est. Cost $6.10 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $488 Shares 1,427 Est. Cost $288.89 Unrealized +4.7%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $482 Shares 6,948 Est. Cost $74.96 Unrealized -12.6%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $479 Shares 2,782 Est. Cost $134.95 Unrealized +24.6%
FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF 0.0%
Value ($000) $479 Shares 23,967 Est. Cost $19.86 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $477 Shares 7,971 Est. Cost $49.07 Unrealized -1.9%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $472 Shares 6,130 Est. Cost $61.76 Unrealized +17.5%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $472 Shares 6,496 Est. Cost $77.41 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $468 Shares 11,836 Est. Cost $49.68 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $457 Shares 3,921 Est. Cost $92.35 Unrealized +19.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $452 Shares 1,160 Est. Cost $328.44 Unrealized 0.0%
EJUL INNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY 0.0%
Value ($000) $450 Shares 19,515 Est. Cost $22.80 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $450 Shares 23,671 Est. Cost $21.03 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $446 Shares 6,644 Est. Cost $57.28 Unrealized
EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF 0.0%
Value ($000) $442 Shares 9,496 Est. Cost $49.10 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $441 Shares 13,530 Est. Cost $25.59 Unrealized +4.6%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $440 Shares 2,640 Est. Cost $111.95 Unrealized +29.6%
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $440 Shares 10,712 Est. Cost $40.69 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $439 Shares 7,834 Est. Cost $55.21 Unrealized
AGM FEDERAL AGRIC MTG CORP CL C 0.0%
Value ($000) $439 Shares 3,051 Est. Cost $87.45 Unrealized +44.7%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $434 Shares 21,673 Est. Cost $17.94 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $430 Shares 2,137 Est. Cost $150.02 Unrealized +13.5%
EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 0.0%
Value ($000) $428 Shares 17,365 Est. Cost $23.25 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $423 Shares 5,797 Est. Cost $58.56 Unrealized +17.0%
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL 0.0%
Value ($000) $422 Shares 16,925 Est. Cost $23.90 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $420 Shares 805 Est. Cost $509.42 Unrealized +5.1%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $419 Shares 36,883 Est. Cost $13.17 Unrealized
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 0.0%
Value ($000) $418 Shares 11,502 Est. Cost $38.51 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $418 Shares 5,446 Est. Cost $59.33 Unrealized +30.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $416 Shares 1,714 Est. Cost $287.37 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $411 Shares 19,970 Est. Cost $21.99 Unrealized
NUVEEN SELECT MAT MUN FD SH BEN INT 0.0%
Value ($000) $408 Shares 45,291 Est. Cost $9.58 Unrealized
MGMT BALLAST SMALL/MID CAP ETF 0.0%
Value ($000) $407 Shares 11,500 Est. Cost $29.07 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $406 Shares 11,518 Est. Cost $29.34 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $406 Shares 4,992 Est. Cost $88.53 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value ($000) $405 Shares 11,958 Est. Cost $30.77 Unrealized
CLEARBRIDGE MLP AND MIDSTRM TR COM 0.0%
Value ($000) $405 Shares 12,766 Est. Cost $28.43 Unrealized
SOURCE CAP INC COM 0.0%
Value ($000) $404 Shares 10,534 Est. Cost $34.99 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $400 Shares 8,135 Est. Cost $45.30 Unrealized -1.7%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $399 Shares 22,496 Est. Cost $17.36 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $397 Shares 15,441 Est. Cost $21.80 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $388 Shares 8,279 Est. Cost $46.46 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $387 Shares 7,270 Est. Cost $40.60 Unrealized +11.5%
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $387 Shares 10,257 Est. Cost $36.09 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value ($000) $386 Shares 12,545 Est. Cost $29.23 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $386 Shares 2,745 Est. Cost $134.75 Unrealized -2.8%
MMM 3M CO COM 0.0%
Value ($000) $384 Shares 3,841 Est. Cost $119.64 Unrealized -35.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $383 Shares 867 Est. Cost $302.23 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $383 Shares 3,123 Est. Cost $130.39 Unrealized -13.5%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $377 Shares 18,722 Est. Cost $22.13 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $375 Shares 1,411 Est. Cost $193.38 Unrealized +13.7%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $374 Shares 19,651 Est. Cost $21.73 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $372 Shares 4,603 Est. Cost $61.47 Unrealized +18.2%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $370 Shares 6,870 Est. Cost $51.89 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $368 Shares 18,649 Est. Cost $22.83 Unrealized
GMAY FT CBOE VEST U.S. EQUITY MODERATE BUFFER ETF - MAY 0.0%
Value ($000) $368 Shares 11,780 Est. Cost $31.24 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $368 Shares 19,420 Est. Cost $21.34 Unrealized
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $367 Shares 2,617 Est. Cost $130.94 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $363 Shares 3,767 Est. Cost $78.97 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $357 Shares 8,645 Est. Cost $40.16 Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $357 Shares 6,200 Est. Cost $52.80 Unrealized
TGLS TECNOGLASS INC ORD SHS 0.0%
Value ($000) $357 Shares 6,908 Est. Cost $43.66 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $355 Shares 7,980 Est. Cost $40.45 Unrealized -1.3%
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $354 Shares 29,433 Est. Cost $9.73 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $352 Shares 11,379 Est. Cost $30.76 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $351 Shares 7,031 Est. Cost $46.93 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $351 Shares 9,695 Est. Cost $31.91 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $350 Shares 11,397 Est. Cost $30.48 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $349 Shares 9,786 Est. Cost $36.05 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $344 Shares 2,345 Est. Cost $180.73 Unrealized -22.9%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $343 Shares 7,442 Est. Cost $33.10 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 0.0%
Value ($000) $342 Shares 6,677 Est. Cost $69.08 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $340 Shares 2,100 Est. Cost $167.86 Unrealized
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.0%
Value ($000) $340 Shares 4,811 Est. Cost $46.32 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $338 Shares 3,820 Est. Cost $73.65 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $336 Shares 5,704 Est. Cost $59.30 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $336 Shares 5,409 Est. Cost $59.76 Unrealized +1.7%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $334 Shares 2,181 Est. Cost $127.15 Unrealized +8.9%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $334 Shares 3,040 Est. Cost $48.71 Unrealized +63.9%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $331 Shares 8,592 Est. Cost $28.05 Unrealized +21.0%
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $330 Shares 1,320 Est. Cost $274.10 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $328 Shares 5,049 Est. Cost $58.61 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $327 Shares 6,845 Est. Cost $47.43 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $323 Shares 3,288 Est. Cost $83.62 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $322 Shares 3,325 Est. Cost $74.65 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $322 Shares 11,313 Est. Cost $61.51 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $322 Shares 3,590 Est. Cost $85.07 Unrealized +0.1%
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $321 Shares 32,239 Est. Cost $10.71 Unrealized
BLMN BLOOMIN BRANDS INC COM 0.0%
Value ($000) $318 Shares 11,810 Est. Cost $22.00 Unrealized 0.0%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $314 Shares 6,801 Est. Cost $49.21 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $314 Shares 7,111 Est. Cost $93.44 Unrealized
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.0%
Value ($000) $314 Shares 14,065 Est. Cost $24.39 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $312 Shares 6,074 Est. Cost $40.21 Unrealized
BUFR FT CBOE VEST FUND OF BUFFER ETFS 0.0%
Value ($000) $309 Shares 12,323 Est. Cost $25.04 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $308 Shares 6,530 Est. Cost $52.47 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $307 Shares 11,571 Est. Cost $26.55 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $307 Shares 3,090 Est. Cost $68.39 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $306 Shares 1,382 Est. Cost $40.27 Unrealized +8.6%
PBR PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 0.0%
Value ($000) $304 Shares 21,990 Est. Cost $11.38 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $303 Shares 11,067 Est. Cost $25.63 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $301 Shares 14,255 Est. Cost $22.29 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value ($000) $301 Shares 11,120 Est. Cost $27.04 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $300 Shares 5,120 Est. Cost $83.40 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $300 Shares 3,699 Est. Cost $75.80 Unrealized +7.8%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $299 Shares 9,191 Est. Cost $30.30 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $299 Shares 18,929 Est. Cost $13.97 Unrealized +6.2%
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $298 Shares 6,002 Est. Cost $50.31 Unrealized
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.0%
Value ($000) $298 Shares 12,633 Est. Cost $23.57 Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $294 Shares 3,926 Est. Cost $61.84 Unrealized 0.0%
RRC RANGE RES CORP COM 0.0%
Value ($000) $294 Shares 10,000 Est. Cost $30.63 Unrealized -11.1%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $293 Shares 5,203 Est. Cost $54.02 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $292 Shares 5,103 Est. Cost $51.20 Unrealized +10.6%
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $291 Shares 62,100 Est. Cost $4.88 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $290 Shares 221 Est. Cost $1289.73 Unrealized +9.0%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $289 Shares 12,696 Est. Cost $40.80 Unrealized
AVT AVNET INC COM 0.0%
Value ($000) $289 Shares 5,721 Est. Cost $41.29 Unrealized -0.5%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $288 Shares 3,265 Est. Cost $88.66 Unrealized -17.1%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $288 Shares 5,686 Est. Cost $55.85 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $287 Shares 15,887 Est. Cost $18.09 Unrealized
GABELLI UTIL TR COM 0.0%
Value ($000) $285 Shares 41,986 Est. Cost $6.96 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $284 Shares 1,183 Est. Cost $207.72 Unrealized 0.0%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $284 Shares 24,034 Est. Cost $13.94 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $284 Shares 4,390 Est. Cost $44.43 Unrealized +27.2%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $283 Shares 1,151 Est. Cost $226.15 Unrealized -1.5%
MET METLIFE INC COM 0.0%
Value ($000) $282 Shares 4,988 Est. Cost $60.05 Unrealized -14.7%
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $282 Shares 13,850 Est. Cost $20.31 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $281 Shares 31,014 Est. Cost $10.66 Unrealized
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $281 Shares 1,421 Est. Cost $191.14 Unrealized -4.6%
KELLOGG CO COM 0.0%
Value ($000) $280 Shares 4,157 Est. Cost $57.54 Unrealized +1.3%
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $280 Shares 14,685 Est. Cost $22.06 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $278 Shares 3,590 Est. Cost $76.27 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value ($000) $278 Shares 4,547 Est. Cost $59.07 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $275 Shares 9,700 Est. Cost $24.19 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $274 Shares 20,515 Est. Cost $13.98 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $274 Shares 23,629 Est. Cost $12.08 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $274 Shares 11,590 Est. Cost $22.09 Unrealized
PTRB PGIM TOTAL RETURN BOND ETF 0.0%
Value ($000) $273 Shares 6,611 Est. Cost $40.92 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $273 Shares 4,170 Est. Cost $65.82 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $273 Shares 2,592 Est. Cost $105.16 Unrealized
OZK BANK OZK LITTLE ROCK ARK COM 0.0%
Value ($000) $271 Shares 6,742 Est. Cost $35.24 Unrealized -8.3%
MATX MATSON INC COM 0.0%
Value ($000) $267 Shares 3,430 Est. Cost $75.50 Unrealized -12.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $265 Shares 4,606 Est. Cost $47.92 Unrealized +18.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $263 Shares 3,257 Est. Cost $75.65 Unrealized +2.5%
OCTT ALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF 0.0%
Value ($000) $262 Shares 8,113 Est. Cost $30.37 Unrealized
BMAY INNOVATOR U.S. EQUITY BUFFER ETF - MAY 0.0%
Value ($000) $261 Shares 8,200 Est. Cost $29.36 Unrealized
JULT ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF 0.0%
Value ($000) $260 Shares 8,206 Est. Cost $29.59 Unrealized
ABRDN GLOBAL DYNAMIC DIVIDEND COM 0.0%
Value ($000) $259 Shares 27,098 Est. Cost $9.33 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $258 Shares 1,247 Est. Cost $155.68 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $257 Shares 12,160 Est. Cost $21.63 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $256 Shares 5,993 Est. Cost $40.33 Unrealized -6.7%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $254 Shares 1,826 Est. Cost $139.96 Unrealized -3.1%
PFSI PENNYMAC FINL SVCS INC NEW COM 0.0%
Value ($000) $253 Shares 3,600 Est. Cost $50.96 Unrealized +20.4%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $253 Shares 2,331 Est. Cost $94.30 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $252 Shares 1,342 Est. Cost $160.16 Unrealized +6.4%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $251 Shares 6,159 Est. Cost $65.92 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $251 Shares 9,175 Est. Cost $27.22 Unrealized -8.4%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $247 Shares 4,361 Est. Cost $103.96 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $246 Shares 24,500 Est. Cost $11.36 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $246 Shares 4,286 Est. Cost $53.35 Unrealized
PEJ INVESCO DYNAMIC LEISURE & ENTERTAINMENT ETF 0.0%
Value ($000) $246 Shares 5,875 Est. Cost $36.50 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $245 Shares 2,363 Est. Cost $99.95 Unrealized -10.7%
APRT ALLIANZIM US LARGE CAP BUFFER10 APR ETF 0.0%
Value ($000) $241 Shares 7,677 Est. Cost $31.40 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $241 Shares 6,016 Est. Cost $39.44 Unrealized +0.6%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $237 Shares 2,741 Est. Cost $77.33 Unrealized -0.7%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $237 Shares 3,930 Est. Cost $57.68 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY COM 0.0%
Value ($000) $235 Shares 33,161 Est. Cost $8.53 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $235 Shares 4,001 Est. Cost $31.00 Unrealized +84.8%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $235 Shares 1,351 Est. Cost $167.74 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $232 Shares 2,492 Est. Cost $92.79 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $232 Shares 1,892 Est. Cost $123.65 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $230 Shares 698 Est. Cost $270.53 Unrealized +2.0%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value ($000) $230 Shares 7,369 Est. Cost $26.94 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $229 Shares 2,046 Est. Cost $99.24 Unrealized -2.8%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $229 Shares 3,230 Est. Cost $55.13 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $227 Shares 3,239 Est. Cost $66.83 Unrealized
PIE INVESCO DWA EMERGING MARKETS MOMENTUM ETF 0.0%
Value ($000) $223 Shares 11,780 Est. Cost $18.60 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $222 Shares 17,665 Est. Cost $18.42 Unrealized -29.5%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $220 Shares 4,350 Est. Cost $50.91 Unrealized
STOT SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $220 Shares 4,731 Est. Cost $49.65 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $219 Shares 8,850 Est. Cost $26.76 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $218 Shares 5,472 Est. Cost $47.19 Unrealized -11.1%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $218 Shares 6,230 Est. Cost $27.58 Unrealized +29.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $216 Shares 8,550 Est. Cost $26.76 Unrealized -6.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $216 Shares 2,077 Est. Cost $104.72 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $215 Shares 25,837 Est. Cost $9.45 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $215 Shares 68,359 Est. Cost $4.48 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $212 Shares 3,739 Est. Cost $49.91 Unrealized 0.0%
ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND 0.0%
Value ($000) $208 Shares 4,122 Est. Cost $47.82 Unrealized
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $208 Shares 3,344 Est. Cost $60.65 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $207 Shares 7,851 Est. Cost $27.16 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $205 Shares 4,198 Est. Cost $48.88 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $204 Shares 7,845 Est. Cost $26.04 Unrealized
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value ($000) $204 Shares 20,000 Est. Cost $10.82 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.0%
Value ($000) $203 Shares 4,384 Est. Cost $101.97 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $201 Shares 7,567 Est. Cost $23.04 Unrealized 0.0%
SRH TOTAL RETURN FUND INC COM 0.0%
Value ($000) $199 Shares 15,000 Est. Cost $14.23 Unrealized
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $194 Shares 10,000 Est. Cost $15.23 Unrealized
TEKLA LIFE SCIENCES INVS SH BEN INT 0.0%
Value ($000) $188 Shares 13,900 Est. Cost $19.65 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value ($000) $185 Shares 23,445 Est. Cost $9.10 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.0%
Value ($000) $165 Shares 14,222 Est. Cost $7.91 Unrealized +13.1%
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $157 Shares 14,319 Est. Cost $11.01 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $154 Shares 13,147 Est. Cost $16.21 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $152 Shares 10,521 Est. Cost $14.41 Unrealized
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value ($000) $142 Shares 10,200 Est. Cost $13.20 Unrealized
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $135 Shares 29,439 Est. Cost $6.48 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $119 Shares 15,260 Est. Cost $8.22 Unrealized
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value ($000) $113 Shares 20,845 Est. Cost $5.02 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $102 Shares 12,319 Est. Cost $7.80 Unrealized
NUVEEN PFD & INCOME SECS FD COM 0.0%
Value ($000) $98 Shares 15,306 Est. Cost $6.80 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $92 Shares 17,495 Est. Cost $7.11 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $87 Shares 12,600 Est. Cost $6.89 Unrealized
INVESCO SR INCOME TR COM 0.0%
Value ($000) $82 Shares 21,369 Est. Cost $3.83 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $69 Shares 10,718 Est. Cost $6.20 Unrealized
ANIX ANIXA BIOSCIENCES INC COM 0.0%
Value ($000) $48 Shares 15,000 Est. Cost $4.59 Unrealized -16.0%
XAWPX ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT 0.0%
Value ($000) $41 Shares 10,457 Est. Cost $5.07 Unrealized
CEL-SCI CORP COM PAR NEW 0.0%
Value ($000) $28 Shares 11,500 Est. Cost $2.35 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $28 Shares 12,000 Est. Cost $2.34 Unrealized -4.3%
AGENUS INC COM NEW 0.0%
Value ($000) $24 Shares 15,000 Est. Cost $4.62 Unrealized
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $15 Shares 11,642 Est. Cost $2.83 Unrealized -51.7%
DNN DENISON MINES CORP COM 0.0%
Value ($000) $15 Shares 12,000 Est. Cost $1.18 Unrealized -6.1%
FTEK FUEL TECH INC COM 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $1.43 Unrealized -8.4%
WESTERN DIGITAL CORP. 1.5 02/01/2024 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $1.00 Unrealized