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

CIK: 0001109767 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 4, 2024

Total Value ($000): $1,377,787 (100.0% shares, 0.0% debt)

Holdings (671)

AAPL APPLE INC COM 3.3%
Value ($000) $45,517 Shares 195,351 Est. Cost $112.34 Unrealized +97.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.8%
Value ($000) $39,098 Shares 84,948 Est. Cost $277.58 Unrealized +59.3%
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $36,911 Shares 85,778 Est. Cost $229.51 Unrealized +84.4%
NVDA NVIDIA CORPORATION COM 2.1%
Value ($000) $28,432 Shares 234,124 Est. Cost $92.39 Unrealized +27.8%
IJH ISHARES CORE S&P MID-CAP ETF 1.9%
Value ($000) $26,828 Shares 430,482 Est. Cost $85.99 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.7%
Value ($000) $23,272 Shares 71,228 Est. Cost $252.83 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.6%
Value ($000) $22,558 Shares 46,218 Est. Cost $251.53 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.3%
Value ($000) $18,184 Shares 141,842 Est. Cost $100.77 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.2%
Value ($000) $17,146 Shares 202,843 Est. Cost $74.38 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.2%
Value ($000) $16,817 Shares 74,490 Est. Cost $86.23 Unrealized
AMZN AMAZON COM INC COM 1.2%
Value ($000) $16,206 Shares 86,973 Est. Cost $123.60 Unrealized +47.6%
VO VANGUARD MID-CAP ETF 1.2%
Value ($000) $15,845 Shares 60,056 Est. Cost $189.49 Unrealized
VTV VANGUARD VALUE ETF 1.0%
Value ($000) $14,407 Shares 82,526 Est. Cost $137.62 Unrealized
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $13,888 Shares 118,475 Est. Cost $64.57 Unrealized +70.4%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $13,179 Shares 14,865 Est. Cost $463.56 Unrealized +85.9%
JPM JPMORGAN CHASE & CO. COM 0.9%
Value ($000) $13,065 Shares 61,962 Est. Cost $132.77 Unrealized +54.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.9%
Value ($000) $12,919 Shares 110,457 Est. Cost $83.95 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $12,597 Shares 21,954 Est. Cost $303.49 Unrealized
VUG VANGUARD GROWTH ETF 0.9%
Value ($000) $12,557 Shares 32,706 Est. Cost $237.45 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $12,206 Shares 73,597 Est. Cost $112.10 Unrealized +48.7%
AVGO BROADCOM INC COM 0.9%
Value ($000) $11,939 Shares 69,210 Est. Cost $149.48 Unrealized +5.7%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value ($000) $11,660 Shares 41,176 Est. Cost $214.99 Unrealized
META META PLATFORMS INC CL A 0.8%
Value ($000) $10,540 Shares 18,412 Est. Cost $284.28 Unrealized +80.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.7%
Value ($000) $10,302 Shares 83,336 Est. Cost $105.61 Unrealized
V VISA INC COM CL A 0.7%
Value ($000) $9,653 Shares 35,109 Est. Cost $205.67 Unrealized +30.2%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.7%
Value ($000) $9,512 Shares 104,176 Est. Cost $60.24 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $8,844 Shares 184,827 Est. Cost $41.89 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.6%
Value ($000) $8,782 Shares 151,857 Est. Cost $52.02 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.6%
Value ($000) $8,235 Shares 138,377 Est. Cost $55.96 Unrealized
GLD SPDR GOLD SHARES 0.6%
Value ($000) $8,076 Shares 33,227 Est. Cost $177.61 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $8,047 Shares 13,950 Est. Cost $453.01 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.5%
Value ($000) $7,399 Shares 163,553 Est. Cost $43.74 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $7,375 Shares 139,655 Est. Cost $44.16 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $7,275 Shares 12,441 Est. Cost $440.16 Unrealized +24.6%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.5%
Value ($000) $7,173 Shares 59,974 Est. Cost $118.07 Unrealized
ANGEL OAK FINL STRATEGIES INCM COM BEN INT 0.5%
Value ($000) $7,149 Shares 540,794 Est. Cost $12.90 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.5%
Value ($000) $6,992 Shares 367,806 Est. Cost $19.35 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $6,979 Shares 38,954 Est. Cost $126.89 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $6,732 Shares 117,261 Est. Cost $51.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.5%
Value ($000) $6,641 Shares 228,135 Est. Cost $23.61 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.5%
Value ($000) $6,621 Shares 142,325 Est. Cost $43.60 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $6,615 Shares 23,903 Est. Cost $187.93 Unrealized +34.9%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.5%
Value ($000) $6,379 Shares 87,416 Est. Cost $64.91 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $6,221 Shares 9 Est. Cost $315430.78 Unrealized +110.5%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $6,204 Shares 38,282 Est. Cost $142.30 Unrealized +7.3%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.4%
Value ($000) $6,165 Shares 211,280 Est. Cost $29.50 Unrealized
WMT WALMART INC COM 0.4%
Value ($000) $5,962 Shares 73,837 Est. Cost $51.22 Unrealized +41.5%
AMGN AMGEN INC COM 0.4%
Value ($000) $5,890 Shares 18,280 Est. Cost $245.12 Unrealized +27.8%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $5,886 Shares 33,986 Est. Cost $127.19 Unrealized +29.1%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.4%
Value ($000) $5,840 Shares 61,722 Est. Cost $106.30 Unrealized
PSX PHILLIPS 66 COM 0.4%
Value ($000) $5,825 Shares 44,312 Est. Cost $93.57 Unrealized +37.2%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.4%
Value ($000) $5,666 Shares 62,818 Est. Cost $72.93 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $5,607 Shares 71,836 Est. Cost $68.27 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $5,521 Shares 27,958 Est. Cost $128.47 Unrealized +39.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.4%
Value ($000) $5,518 Shares 43,924 Est. Cost $77.73 Unrealized
LLY ELI LILLY & CO COM 0.4%
Value ($000) $5,497 Shares 6,204 Est. Cost $607.92 Unrealized +46.5%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $5,417 Shares 36,783 Est. Cost $135.92 Unrealized +3.0%
MRK MERCK & CO INC COM 0.4%
Value ($000) $5,405 Shares 47,593 Est. Cost $79.01 Unrealized +43.0%
LOW LOWES COS INC COM 0.4%
Value ($000) $5,236 Shares 19,329 Est. Cost $166.11 Unrealized +42.2%
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $5,213 Shares 26,441 Est. Cost $154.95 Unrealized
KLAC KLA CORP COM NEW 0.4%
Value ($000) $5,138 Shares 6,634 Est. Cost $256.78 Unrealized +201.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.4%
Value ($000) $5,122 Shares 319,141 Est. Cost $11.24 Unrealized
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $5,121 Shares 60,580 Est. Cost $70.27 Unrealized +6.5%
CTAS CINTAS CORP COM 0.4%
Value ($000) $5,075 Shares 24,652 Est. Cost $162.91 Unrealized +17.2%
HWKN HAWKINS INC COM 0.4%
Value ($000) $4,993 Shares 39,168 Est. Cost $36.12 Unrealized +213.3%
OKE ONEOK INC NEW COM 0.4%
Value ($000) $4,972 Shares 54,557 Est. Cost $46.56 Unrealized +75.0%
ABT ABBOTT LABS COM 0.4%
Value ($000) $4,868 Shares 42,695 Est. Cost $95.98 Unrealized +11.5%
SLV ISHARES SILVER TRUST 0.3%
Value ($000) $4,751 Shares 167,223 Est. Cost $23.10 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $4,699 Shares 51,749 Est. Cost $73.78 Unrealized
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $4,641 Shares 19,564 Est. Cost $211.68 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $4,559 Shares 47,610 Est. Cost $71.88 Unrealized
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.3%
Value ($000) $4,502 Shares 182,701 Est. Cost $22.69 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.3%
Value ($000) $4,385 Shares 80,485 Est. Cost $51.52 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $4,348 Shares 10,731 Est. Cost $242.43 Unrealized +45.5%
MSTR MICROSTRATEGY INC CL A NEW 0.3%
Value ($000) $4,337 Shares 25,724 Est. Cost $139.62 Unrealized +2.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $4,336 Shares 19,614 Est. Cost $133.91 Unrealized +41.1%
SA SEABRIDGE GOLD INC COM 0.3%
Value ($000) $4,204 Shares 250,362 Est. Cost $12.50 Unrealized +30.2%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $4,176 Shares 78,471 Est. Cost $45.39 Unrealized +3.1%
FTSL FIRST TRUST SENIOR LOAN FUND 0.3%
Value ($000) $4,056 Shares 88,379 Est. Cost $47.22 Unrealized
AFL AFLAC INC COM 0.3%
Value ($000) $4,006 Shares 35,830 Est. Cost $66.07 Unrealized +49.5%
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $3,994 Shares 17,353 Est. Cost $165.70 Unrealized +32.8%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.3%
Value ($000) $3,972 Shares 35,172 Est. Cost $65.96 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.3%
Value ($000) $3,921 Shares 931 Est. Cost $3122.86 Unrealized +21.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.3%
Value ($000) $3,861 Shares 19,493 Est. Cost $149.09 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.3%
Value ($000) $3,811 Shares 72,361 Est. Cost $53.73 Unrealized
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $3,763 Shares 38,597 Est. Cost $89.96 Unrealized -7.9%
BLK BLACKROCK INC COM 0.3%
Value ($000) $3,750 Shares 3,949 Est. Cost $840.24 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $3,730 Shares 22,312 Est. Cost $116.82 Unrealized +44.0%
LIN LINDE PLC SHS 0.3%
Value ($000) $3,710 Shares 7,780 Est. Cost $336.94 Unrealized +32.9%
TSLA TESLA INC COM 0.3%
Value ($000) $3,685 Shares 14,086 Est. Cost $233.57 Unrealized -2.4%
EMR EMERSON ELEC CO COM 0.3%
Value ($000) $3,668 Shares 33,533 Est. Cost $92.75 Unrealized +13.3%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,613 Shares 33,044 Est. Cost $109.33 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $3,570 Shares 20,992 Est. Cost $146.66 Unrealized +11.1%
ORCL ORACLE CORP COM 0.3%
Value ($000) $3,548 Shares 20,822 Est. Cost $92.61 Unrealized +54.5%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $3,547 Shares 13,534 Est. Cost $201.97 Unrealized +17.5%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $3,530 Shares 11,593 Est. Cost $232.38 Unrealized +14.8%
OBIL US TREASURY 12 MONTH BILL ETF 0.3%
Value ($000) $3,525 Shares 70,124 Est. Cost $50.27 Unrealized
CB CHUBB LIMITED COM 0.2%
Value ($000) $3,426 Shares 11,880 Est. Cost $211.14 Unrealized +28.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $3,425 Shares 9,688 Est. Cost $247.84 Unrealized +30.2%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $3,349 Shares 11,083 Est. Cost $237.29 Unrealized +20.7%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $3,228 Shares 18,985 Est. Cost $134.15 Unrealized +27.6%
URNM SPROTT URANIUM MINERS ETF 0.2%
Value ($000) $3,198 Shares 69,693 Est. Cost $39.48 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.2%
Value ($000) $3,194 Shares 130,425 Est. Cost $17.19 Unrealized
CCJ CAMECO CORP COM 0.2%
Value ($000) $3,154 Shares 66,043 Est. Cost $35.70 Unrealized +21.6%
COR CENCORA INC COM 0.2%
Value ($000) $3,102 Shares 13,779 Est. Cost $160.42 Unrealized +43.2%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $3,094 Shares 7,960 Est. Cost $220.00 Unrealized +55.9%
KT KT CORP SPONSORED ADR 0.2%
Value ($000) $3,068 Shares 199,500 Est. Cost $14.31 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,052 Shares 19,813 Est. Cost $102.34 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $3,047 Shares 28,716 Est. Cost $85.52 Unrealized
DE DEERE & CO COM 0.2%
Value ($000) $3,019 Shares 7,233 Est. Cost $279.09 Unrealized +32.3%
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $3,000 Shares 30,363 Est. Cost $78.80 Unrealized
EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF 0.2%
Value ($000) $2,996 Shares 71,627 Est. Cost $35.97 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $2,982 Shares 19,129 Est. Cost $151.93 Unrealized -7.2%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $2,944 Shares 80,915 Est. Cost $32.85 Unrealized
VTHR VANGUARD RUSSELL 3000 ETF 0.2%
Value ($000) $2,934 Shares 11,567 Est. Cost $186.65 Unrealized
CASY CASEYS GEN STORES INC COM 0.2%
Value ($000) $2,908 Shares 7,741 Est. Cost $236.04 Unrealized +57.3%
RWL INVESCO S&P 500 REVENUE ETF 0.2%
Value ($000) $2,902 Shares 29,586 Est. Cost $87.23 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $2,825 Shares 27,881 Est. Cost $99.19 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $2,821 Shares 20,223 Est. Cost $132.71 Unrealized
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.2%
Value ($000) $2,785 Shares 73,923 Est. Cost $33.92 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $2,773 Shares 5,616 Est. Cost $389.87 Unrealized +18.4%
JCPB JPMORGAN CORE PLUS BOND ETF 0.2%
Value ($000) $2,747 Shares 56,949 Est. Cost $47.14 Unrealized
ENSG ENSIGN GROUP INC COM 0.2%
Value ($000) $2,731 Shares 18,990 Est. Cost $92.61 Unrealized +53.4%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.2%
Value ($000) $2,719 Shares 29,058 Est. Cost $109.61 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $2,677 Shares 7,832 Est. Cost $122.85 Unrealized +37.0%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,622 Shares 29,860 Est. Cost $63.96 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $2,619 Shares 19,520 Est. Cost $108.00 Unrealized +12.9%
GDX VANECK GOLD MINERS ETF 0.2%
Value ($000) $2,589 Shares 65,010 Est. Cost $34.28 Unrealized
INGR INGREDION INC COM 0.2%
Value ($000) $2,585 Shares 18,808 Est. Cost $106.64 Unrealized +19.3%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,573 Shares 84,986 Est. Cost $29.78 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $2,554 Shares 30,689 Est. Cost $66.83 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $2,549 Shares 43,044 Est. Cost $49.07 Unrealized
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $2,540 Shares 5,407 Est. Cost $225.03 Unrealized +89.5%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.2%
Value ($000) $2,529 Shares 61,444 Est. Cost $31.36 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $2,486 Shares 4,711 Est. Cost $434.40 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $2,482 Shares 85,755 Est. Cost $30.09 Unrealized -11.3%
GOLD A-MARK PRECIOUS METALS INC COM 0.2%
Value ($000) $2,430 Shares 55,020 Est. Cost $37.28 Unrealized +2.6%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.2%
Value ($000) $2,405 Shares 118,012 Est. Cost $20.38 Unrealized
ZTS ZOETIS INC CL A 0.2%
Value ($000) $2,373 Shares 12,143 Est. Cost $171.09 Unrealized +6.0%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $2,370 Shares 21,449 Est. Cost $126.81 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $2,353 Shares 9,892 Est. Cost $200.00 Unrealized +12.3%
HUBB HUBBELL INC COM 0.2%
Value ($000) $2,349 Shares 5,484 Est. Cost $315.85 Unrealized +19.5%
BX BLACKSTONE INC COM 0.2%
Value ($000) $2,348 Shares 15,336 Est. Cost $86.71 Unrealized +54.1%
CENTRAL & EASTERN EUROPE FD IN COM 0.2%
Value ($000) $2,337 Shares 218,016 Est. Cost $10.11 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $2,333 Shares 42,463 Est. Cost $48.77 Unrealized
PWR QUANTA SVCS INC COM 0.2%
Value ($000) $2,301 Shares 7,719 Est. Cost $180.68 Unrealized +46.1%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $2,291 Shares 103,730 Est. Cost $14.96 Unrealized +32.7%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $2,288 Shares 8,230 Est. Cost $160.59 Unrealized +63.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.2%
Value ($000) $2,287 Shares 28,479 Est. Cost $70.95 Unrealized +11.6%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $2,275 Shares 38,403 Est. Cost $48.40 Unrealized
UNM UNUM GROUP COM 0.2%
Value ($000) $2,261 Shares 38,033 Est. Cost $42.99 Unrealized +26.3%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $2,243 Shares 53,689 Est. Cost $35.44 Unrealized +6.5%
DGT SPDR GLOBAL DOW ETF 0.2%
Value ($000) $2,236 Shares 16,219 Est. Cost $127.47 Unrealized
HIGHLAND OPPORTUNITIES HIGHLAND INCOME 0.2%
Value ($000) $2,230 Shares 363,740 Est. Cost $11.80 Unrealized
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.2%
Value ($000) $2,197 Shares 33,372 Est. Cost $64.11 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $2,193 Shares 18,641 Est. Cost $97.76 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $2,173 Shares 7,724 Est. Cost $235.15 Unrealized +18.5%
DJUN FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE 0.2%
Value ($000) $2,157 Shares 50,681 Est. Cost $42.56 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $2,149 Shares 5,494 Est. Cost $145.44 Unrealized +132.9%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.2%
Value ($000) $2,141 Shares 90,387 Est. Cost $24.39 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.2%
Value ($000) $2,138 Shares 24,261 Est. Cost $70.75 Unrealized
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW 0.2%
Value ($000) $2,128 Shares 340,478 Est. Cost $14.32 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $2,116 Shares 47,125 Est. Cost $36.24 Unrealized +5.9%
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.2%
Value ($000) $2,111 Shares 73,438 Est. Cost $30.25 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.2%
Value ($000) $2,079 Shares 41,651 Est. Cost $32.46 Unrealized +36.3%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.2%
Value ($000) $2,072 Shares 48,433 Est. Cost $42.60 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $2,053 Shares 17,238 Est. Cost $128.37 Unrealized
LMAT LEMAITRE VASCULAR INC COM 0.1%
Value ($000) $2,051 Shares 22,080 Est. Cost $62.70 Unrealized +36.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $2,030 Shares 15,351 Est. Cost $94.46 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $2,007 Shares 3,432 Est. Cost $409.80 Unrealized +26.0%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,994 Shares 3,860 Est. Cost $425.74 Unrealized +15.1%
NEM NEWMONT CORP COM 0.1%
Value ($000) $1,976 Shares 36,974 Est. Cost $37.60 Unrealized +28.7%
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $1,939 Shares 9,382 Est. Cost $152.46 Unrealized
USTB VICTORYSHARES SHORT-TERM BOND ETF 0.1%
Value ($000) $1,928 Shares 37,953 Est. Cost $50.05 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $1,914 Shares 24,326 Est. Cost $80.16 Unrealized
ARISTA NETWORKS INC COM 0.1%
Value ($000) $1,887 Shares 4,917 Est. Cost $262.88 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,851 Shares 3,981 Est. Cost $260.04 Unrealized +84.7%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,841 Shares 9,699 Est. Cost $131.97 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,835 Shares 6,704 Est. Cost $227.41 Unrealized +11.6%
O REALTY INCOME CORP COM 0.1%
Value ($000) $1,834 Shares 28,922 Est. Cost $52.09 Unrealized +5.6%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.1%
Value ($000) $1,824 Shares 52,708 Est. Cost $29.98 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.1%
Value ($000) $1,823 Shares 36,615 Est. Cost $49.23 Unrealized
EVR EVERCORE INC CLASS A 0.1%
Value ($000) $1,813 Shares 7,156 Est. Cost $139.17 Unrealized +68.2%
HTGC HERCULES CAPITAL INC COM 0.1%
Value ($000) $1,800 Shares 91,648 Est. Cost $14.03 Unrealized +40.4%
KO COCA COLA CO COM 0.1%
Value ($000) $1,800 Shares 25,044 Est. Cost $54.21 Unrealized +21.1%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $1,796 Shares 18,813 Est. Cost $79.11 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $1,795 Shares 20,310 Est. Cost $96.73 Unrealized -21.4%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1,776 Shares 1,710 Est. Cost $614.40 Unrealized +55.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,749 Shares 8,711 Est. Cost $123.88 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,726 Shares 21,249 Est. Cost $77.97 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $1,719 Shares 6,528 Est. Cost $195.31 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,678 Shares 37,021 Est. Cost $31.80 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.1%
Value ($000) $1,667 Shares 35,079 Est. Cost $49.60 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $1,654 Shares 17,198 Est. Cost $82.33 Unrealized +2.8%
AZO AUTOZONE INC COM 0.1%
Value ($000) $1,651 Shares 524 Est. Cost $2351.94 Unrealized +30.5%
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.1%
Value ($000) $1,646 Shares 71,186 Est. Cost $22.52 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $1,608 Shares 15,781 Est. Cost $86.06 Unrealized
WLK WESTLAKE CORPORATION COM 0.1%
Value ($000) $1,600 Shares 10,646 Est. Cost $102.92 Unrealized +35.3%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $1,597 Shares 19,885 Est. Cost $83.24 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $1,565 Shares 15,451 Est. Cost $102.77 Unrealized
BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF 0.1%
Value ($000) $1,547 Shares 47,275 Est. Cost $25.69 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,544 Shares 8,888 Est. Cost $85.44 Unrealized
UJUL INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY 0.1%
Value ($000) $1,538 Shares 45,353 Est. Cost $33.91 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,532 Shares 14,554 Est. Cost $77.03 Unrealized +36.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,530 Shares 7,636 Est. Cost $137.25 Unrealized
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.1%
Value ($000) $1,518 Shares 47,980 Est. Cost $30.35 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $1,504 Shares 22,279 Est. Cost $42.28 Unrealized
PDD PDD HOLDINGS INC SPONSORED ADS 0.1%
Value ($000) $1,481 Shares 10,983 Est. Cost $134.36 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,479 Shares 7,125 Est. Cost $127.03 Unrealized +60.8%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $1,472 Shares 8,540 Est. Cost $115.58 Unrealized +60.2%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.1%
Value ($000) $1,456 Shares 29,468 Est. Cost $48.58 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $1,456 Shares 5,126 Est. Cost $284.00 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $1,433 Shares 5,280 Est. Cost $265.38 Unrealized 0.0%
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $1,420 Shares 36,853 Est. Cost $33.96 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $1,398 Shares 33,332 Est. Cost $35.44 Unrealized
EXP EAGLE MATLS INC COM 0.1%
Value ($000) $1,384 Shares 4,813 Est. Cost $162.40 Unrealized +53.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,383 Shares 13,320 Est. Cost $73.21 Unrealized +35.1%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.1%
Value ($000) $1,372 Shares 31,137 Est. Cost $41.73 Unrealized
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $1,363 Shares 10,096 Est. Cost $113.55 Unrealized +22.7%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $1,357 Shares 71,155 Est. Cost $17.29 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.1%
Value ($000) $1,348 Shares 8,280 Est. Cost $144.71 Unrealized +2.3%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $1,347 Shares 5,794 Est. Cost $188.61 Unrealized +11.8%
VAL VALARIS LTD CL A 0.1%
Value ($000) $1,345 Shares 24,117 Est. Cost $65.50 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.1%
Value ($000) $1,336 Shares 22,010 Est. Cost $31.67 Unrealized +71.7%
ADAM NAT RES FD INC COM 0.1%
Value ($000) $1,326 Shares 57,107 Est. Cost $20.97 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.1%
Value ($000) $1,325 Shares 35,941 Est. Cost $31.97 Unrealized
MGMT BALLAST SMALL/MID CAP ETF 0.1%
Value ($000) $1,319 Shares 34,250 Est. Cost $34.96 Unrealized
BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $1,315 Shares 32,310 Est. Cost $33.57 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $1,312 Shares 5,278 Est. Cost $220.19 Unrealized +5.8%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $1,309 Shares 3,622 Est. Cost $197.45 Unrealized +72.4%
NUE NUCOR CORP COM 0.1%
Value ($000) $1,304 Shares 8,673 Est. Cost $118.72 Unrealized +23.7%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,300 Shares 15,665 Est. Cost $70.12 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $1,300 Shares 25,465 Est. Cost $50.95 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $1,293 Shares 2,497 Est. Cost $404.23 Unrealized +35.7%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $1,285 Shares 8,589 Est. Cost $117.53 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $1,284 Shares 32,361 Est. Cost $34.85 Unrealized +11.2%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,269 Shares 5,149 Est. Cost $207.24 Unrealized +13.2%
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.1%
Value ($000) $1,264 Shares 21,530 Est. Cost $82.58 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.1%
Value ($000) $1,262 Shares 8,356 Est. Cost $146.90 Unrealized 0.0%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.1%
Value ($000) $1,252 Shares 33,064 Est. Cost $35.70 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,251 Shares 13,839 Est. Cost $72.05 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $1,251 Shares 16,650 Est. Cost $74.13 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $1,233 Shares 1,523 Est. Cost $491.01 Unrealized +44.8%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $1,231 Shares 9,330 Est. Cost $111.87 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $1,222 Shares 26,732 Est. Cost $39.61 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.1%
Value ($000) $1,213 Shares 29,975 Est. Cost $40.48 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.1%
Value ($000) $1,208 Shares 16,831 Est. Cost $58.60 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.1%
Value ($000) $1,200 Shares 79,755 Est. Cost $10.81 Unrealized +23.9%
JD JD.COM INC SPON ADS CL A 0.1%
Value ($000) $1,174 Shares 29,346 Est. Cost $40.00 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,168 Shares 1,647 Est. Cost $54.38 Unrealized +23.0%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $1,158 Shares 5,765 Est. Cost $157.90 Unrealized
RIVERNORTH OPPORTUNITIES FD IN COM 0.1%
Value ($000) $1,148 Shares 88,842 Est. Cost $14.61 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.1%
Value ($000) $1,142 Shares 74,718 Est. Cost $11.64 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $1,137 Shares 1,082 Est. Cost $574.60 Unrealized +92.6%
JANW ALLIANZIM U.S. LARGE CAP BUFFER20 JAN ETF 0.1%
Value ($000) $1,137 Shares 34,508 Est. Cost $25.74 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $1,133 Shares 3,419 Est. Cost $221.29 Unrealized +36.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,115 Shares 2,970 Est. Cost $223.55 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,112 Shares 3,210 Est. Cost $258.51 Unrealized +29.6%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $1,112 Shares 11,370 Est. Cost $75.78 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,101 Shares 50,033 Est. Cost $15.60 Unrealized +20.3%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,090 Shares 11,192 Est. Cost $92.87 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $1,081 Shares 13,216 Est. Cost $73.72 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $1,078 Shares 28,126 Est. Cost $33.45 Unrealized
SIXO ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 APR/OCT ETF 0.1%
Value ($000) $1,058 Shares 33,320 Est. Cost $25.58 Unrealized
SIXJ ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF 0.1%
Value ($000) $1,057 Shares 35,948 Est. Cost $23.84 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.1%
Value ($000) $1,057 Shares 18,681 Est. Cost $53.04 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $1,053 Shares 17,775 Est. Cost $59.95 Unrealized
CFA VICTORYSHARES US 500 VOLATILITY WTD ETF 0.1%
Value ($000) $1,052 Shares 12,207 Est. Cost $63.80 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.1%
Value ($000) $1,049 Shares 30,598 Est. Cost $26.14 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,044 Shares 21,013 Est. Cost $36.73 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL COM 0.1%
Value ($000) $1,041 Shares 2,904 Est. Cost $250.49 Unrealized +34.9%
SII SPROTT INC COM NEW 0.1%
Value ($000) $1,039 Shares 24,000 Est. Cost $34.66 Unrealized +19.4%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1,032 Shares 7,566 Est. Cost $134.11 Unrealized -10.1%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.1%
Value ($000) $1,024 Shares 22,516 Est. Cost $40.30 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,023 Shares 3,435 Est. Cost $262.38 Unrealized +0.3%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $1,017 Shares 3,603 Est. Cost $197.68 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $1,015 Shares 11,039 Est. Cost $88.61 Unrealized
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $998 Shares 7,913 Est. Cost $79.44 Unrealized +49.6%
F FORD MTR CO COM 0.1%
Value ($000) $993 Shares 94,001 Est. Cost $10.24 Unrealized +2.0%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.1%
Value ($000) $983 Shares 14,197 Est. Cost $63.08 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $983 Shares 8,112 Est. Cost $89.87 Unrealized +23.6%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $981 Shares 21,494 Est. Cost $31.03 Unrealized +34.6%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $981 Shares 10,200 Est. Cost $128.22 Unrealized -29.4%
NUVEEN MORTGAGE AND INCOME FD COM 0.1%
Value ($000) $980 Shares 53,178 Est. Cost $16.94 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $975 Shares 6,850 Est. Cost $106.11 Unrealized +26.5%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $974 Shares 4,819 Est. Cost $94.32 Unrealized +114.5%
SKOR FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND 0.1%
Value ($000) $968 Shares 19,702 Est. Cost $46.86 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $959 Shares 1,518 Est. Cost $346.22 Unrealized +61.8%
RPV INVESCO S&P 500 PURE VALUE ETF 0.1%
Value ($000) $959 Shares 10,782 Est. Cost $74.35 Unrealized
MTG MGIC INVT CORP WIS COM 0.1%
Value ($000) $953 Shares 37,242 Est. Cost $16.56 Unrealized +45.5%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $949 Shares 20,144 Est. Cost $40.26 Unrealized
WRB BERKLEY W R CORP COM 0.1%
Value ($000) $945 Shares 16,666 Est. Cost $45.38 Unrealized +18.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $941 Shares 3,355 Est. Cost $247.04 Unrealized +15.0%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.1%
Value ($000) $938 Shares 3,931 Est. Cost $179.21 Unrealized +31.5%
DOV DOVER CORP COM 0.1%
Value ($000) $936 Shares 4,883 Est. Cost $142.71 Unrealized +25.7%
EOG EOG RES INC COM 0.1%
Value ($000) $935 Shares 7,604 Est. Cost $107.31 Unrealized +12.2%
JULW ALLIANZIM U.S. LARGE CAP BUFFER20 JUL ETF 0.1%
Value ($000) $934 Shares 27,034 Est. Cost $26.93 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $924 Shares 5,633 Est. Cost $123.73 Unrealized +22.8%
MMM 3M CO COM 0.1%
Value ($000) $918 Shares 6,716 Est. Cost $119.32 Unrealized -0.1%
OCTW ALLIANZIM U.S. LARGE CAP BUFFER20 OCT ETF 0.1%
Value ($000) $918 Shares 26,154 Est. Cost $27.13 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $917 Shares 19,618 Est. Cost $45.50 Unrealized
APRW ALLIANZIM US LARGE CAP BUFFER20 APR ETF 0.1%
Value ($000) $916 Shares 28,413 Est. Cost $26.61 Unrealized
FTGS FIRST TRUST GROWTH STRENGTH ETF 0.1%
Value ($000) $903 Shares 28,914 Est. Cost $30.71 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $895 Shares 4,053 Est. Cost $184.27 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $887 Shares 4,944 Est. Cost $135.24 Unrealized
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.1%
Value ($000) $886 Shares 22,582 Est. Cost $32.81 Unrealized
UFPI UFP INDUSTRIES INC COM 0.1%
Value ($000) $872 Shares 6,649 Est. Cost $88.33 Unrealized +36.7%
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.1%
Value ($000) $859 Shares 22,566 Est. Cost $36.15 Unrealized
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.1%
Value ($000) $856 Shares 8,365 Est. Cost $89.32 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $856 Shares 23,483 Est. Cost $29.77 Unrealized
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 0.1%
Value ($000) $841 Shares 43,815 Est. Cost $18.72 Unrealized
PTRB PGIM TOTAL RETURN BOND ETF 0.1%
Value ($000) $841 Shares 19,626 Est. Cost $41.48 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $830 Shares 6,778 Est. Cost $69.98 Unrealized
PPG PPG INDS INC COM 0.1%
Value ($000) $823 Shares 6,210 Est. Cost $120.81 Unrealized +1.0%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $811 Shares 6,696 Est. Cost $87.66 Unrealized +26.1%
SCCO SOUTHERN COPPER CORP COM 0.1%
Value ($000) $805 Shares 6,961 Est. Cost $96.16 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $804 Shares 6,853 Est. Cost $102.97 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $802 Shares 2,491 Est. Cost $182.42 Unrealized
JUNM FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE 0.1%
Value ($000) $801 Shares 25,492 Est. Cost $31.42 Unrealized
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $796 Shares 3,765 Est. Cost $146.05 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $796 Shares 3,851 Est. Cost $152.04 Unrealized +26.9%
MEDP MEDPACE HLDGS INC COM 0.1%
Value ($000) $793 Shares 2,376 Est. Cost $272.88 Unrealized +39.2%
CLS CELESTICA INC COM 0.1%
Value ($000) $790 Shares 15,455 Est. Cost $50.65 Unrealized +2.0%
HALO HALOZYME THERAPEUTICS INC COM 0.1%
Value ($000) $786 Shares 13,734 Est. Cost $40.36 Unrealized +42.0%
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.1%
Value ($000) $786 Shares 61,450 Est. Cost $12.37 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $781 Shares 8,672 Est. Cost $78.60 Unrealized +2.8%
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $780 Shares 3,384 Est. Cost $309.63 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $775 Shares 15,182 Est. Cost $31.40 Unrealized +45.0%
QLTY GMO U.S. QUALITY ETF 0.1%
Value ($000) $766 Shares 23,500 Est. Cost $31.10 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.1%
Value ($000) $763 Shares 15,641 Est. Cost $37.39 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $762 Shares 18,753 Est. Cost $33.23 Unrealized +6.9%
EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF 0.1%
Value ($000) $761 Shares 16,073 Est. Cost $46.92 Unrealized
FLXS FLEXSTEEL INDS INC COM 0.1%
Value ($000) $759 Shares 17,141 Est. Cost $34.73 Unrealized +7.0%
BUFR FT VEST LADDERED BUFFER ETF 0.1%
Value ($000) $757 Shares 25,333 Est. Cost $26.98 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.1%
Value ($000) $754 Shares 27,082 Est. Cost $26.54 Unrealized
TSLX SIXTH STREET SPECIALTY LENDING COM 0.1%
Value ($000) $752 Shares 36,632 Est. Cost $18.08 Unrealized +16.3%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.1%
Value ($000) $751 Shares 15,928 Est. Cost $45.06 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $750 Shares 7,305 Est. Cost $69.46 Unrealized +34.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $747 Shares 5,517 Est. Cost $95.07 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.1%
Value ($000) $741 Shares 41,083 Est. Cost $17.45 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $741 Shares 7,677 Est. Cost $80.76 Unrealized
ROYCE SMALL CAP TRUST INC COM 0.1%
Value ($000) $739 Shares 47,070 Est. Cost $15.70 Unrealized
IRM IRON MTN INC DEL COM 0.1%
Value ($000) $737 Shares 6,200 Est. Cost $73.52 Unrealized +38.8%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $735 Shares 4,386 Est. Cost $136.19 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $733 Shares 6,748 Est. Cost $111.68 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $731 Shares 10,175 Est. Cost $45.18 Unrealized +41.3%
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $727 Shares 3,619 Est. Cost $149.45 Unrealized +32.5%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $724 Shares 1,556 Est. Cost $388.85 Unrealized +13.4%
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $722 Shares 8,410 Est. Cost $75.12 Unrealized -0.4%
SEIX VIRTUS SEIX SENIOR LOAN ETF 0.1%
Value ($000) $720 Shares 30,264 Est. Cost $23.74 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.1%
Value ($000) $720 Shares 14,565 Est. Cost $49.26 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $714 Shares 5,969 Est. Cost $74.25 Unrealized
FICS FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF 0.1%
Value ($000) $711 Shares 18,959 Est. Cost $29.94 Unrealized
GBDC GOLUB CAP BDC INC COM 0.1%
Value ($000) $710 Shares 47,012 Est. Cost $9.45 Unrealized +36.3%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $708 Shares 8,447 Est. Cost $65.62 Unrealized +11.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $703 Shares 18,898 Est. Cost $23.34 Unrealized +31.5%
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $701 Shares 18,920 Est. Cost $32.02 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.1%
Value ($000) $698 Shares 51,955 Est. Cost $16.19 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.1%
Value ($000) $695 Shares 15,196 Est. Cost $47.15 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $694 Shares 1,818 Est. Cost $259.28 Unrealized +33.0%
BLD TOPBUILD CORP COM 0.1%
Value ($000) $691 Shares 1,699 Est. Cost $212.24 Unrealized +90.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $687 Shares 6,466 Est. Cost $104.84 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $686 Shares 19,860 Est. Cost $27.17 Unrealized +22.2%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $684 Shares 9,258 Est. Cost $61.28 Unrealized +7.1%
FN FABRINET SHS 0.0%
Value ($000) $679 Shares 2,873 Est. Cost $231.41 Unrealized 0.0%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $677 Shares 50,000 Est. Cost $11.70 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $677 Shares 8,522 Est. Cost $80.33 Unrealized
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value ($000) $674 Shares 53,311 Est. Cost $12.90 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $671 Shares 1,144 Est. Cost $343.72 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $669 Shares 94,267 Est. Cost $6.90 Unrealized -38.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $668 Shares 5,796 Est. Cost $90.61 Unrealized +16.9%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $666 Shares 17,015 Est. Cost $35.15 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $665 Shares 16,023 Est. Cost $40.43 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $662 Shares 4,265 Est. Cost $135.10 Unrealized +7.9%
TGLS TECNOGLASS INC ORD SHS 0.0%
Value ($000) $659 Shares 9,596 Est. Cost $44.32 Unrealized +29.9%
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $656 Shares 24,309 Est. Cost $23.53 Unrealized
ABRDN HEALTHCARE INVESTORS SH BEN INT 0.0%
Value ($000) $655 Shares 35,164 Est. Cost $23.64 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $650 Shares 51,702 Est. Cost $12.37 Unrealized
GVLU GOTHAM 1000 VALUE ETF 0.0%
Value ($000) $649 Shares 26,180 Est. Cost $24.81 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $644 Shares 6,472 Est. Cost $61.83 Unrealized
ICSH ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 0.0%
Value ($000) $640 Shares 12,615 Est. Cost $50.26 Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $636 Shares 5,917 Est. Cost $66.16 Unrealized +42.6%
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $633 Shares 15,010 Est. Cost $42.20 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $631 Shares 1,016 Est. Cost $467.24 Unrealized +35.5%
WELL WELLTOWER INC COM 0.0%
Value ($000) $629 Shares 4,909 Est. Cost $63.77 Unrealized +78.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $625 Shares 6,933 Est. Cost $50.40 Unrealized +61.9%
KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL 0.0%
Value ($000) $622 Shares 19,167 Est. Cost $26.56 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $621 Shares 26,488 Est. Cost $33.73 Unrealized -26.2%
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $621 Shares 5,677 Est. Cost $85.52 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $615 Shares 4,045 Est. Cost $223.78 Unrealized -23.4%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $611 Shares 13,706 Est. Cost $49.67 Unrealized -10.2%
FTRI FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF 0.0%
Value ($000) $604 Shares 44,765 Est. Cost $13.14 Unrealized
KNGZ FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $603 Shares 17,543 Est. Cost $30.50 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $600 Shares 3,134 Est. Cost $192.84 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value ($000) $594 Shares 43,450 Est. Cost $14.10 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $592 Shares 15,122 Est. Cost $42.17 Unrealized 0.0%
KOCT INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - OCTOBER 0.0%
Value ($000) $591 Shares 19,465 Est. Cost $26.84 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.0%
Value ($000) $580 Shares 8,018 Est. Cost $63.10 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $578 Shares 314 Est. Cost $1436.40 Unrealized +32.1%
KR KROGER CO COM 0.0%
Value ($000) $577 Shares 10,061 Est. Cost $40.78 Unrealized +27.8%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $576 Shares 7,992 Est. Cost $54.85 Unrealized +25.3%
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $573 Shares 53,557 Est. Cost $11.14 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $572 Shares 9,367 Est. Cost $53.04 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $572 Shares 13,910 Est. Cost $37.00 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $571 Shares 9,886 Est. Cost $58.03 Unrealized -11.8%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $568 Shares 1,121 Est. Cost $564.28 Unrealized -4.9%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $564 Shares 2,730 Est. Cost $176.12 Unrealized +6.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $562 Shares 4,162 Est. Cost $121.11 Unrealized
GMAY FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY 0.0%
Value ($000) $559 Shares 15,430 Est. Cost $32.13 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $555 Shares 19,388 Est. Cost $25.99 Unrealized
JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF 0.0%
Value ($000) $554 Shares 11,532 Est. Cost $44.24 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $551 Shares 9,450 Est. Cost $47.39 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $548 Shares 10,809 Est. Cost $50.51 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $546 Shares 2,646 Est. Cost $140.29 Unrealized +33.6%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $539 Shares 17,480 Est. Cost $30.59 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value ($000) $535 Shares 17,745 Est. Cost $29.67 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $535 Shares 10,074 Est. Cost $58.00 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $534 Shares 4,641 Est. Cost $95.23 Unrealized +22.7%
UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY 0.0%
Value ($000) $527 Shares 16,209 Est. Cost $30.80 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $527 Shares 7,771 Est. Cost $57.05 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $525 Shares 2,352 Est. Cost $182.16 Unrealized +19.1%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $524 Shares 1,342 Est. Cost $327.83 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $522 Shares 6,245 Est. Cost $75.77 Unrealized
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD 0.0%
Value ($000) $521 Shares 22,678 Est. Cost $28.41 Unrealized -15.5%
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $521 Shares 54,265 Est. Cost $10.06 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $520 Shares 7,744 Est. Cost $72.18 Unrealized -10.5%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $514 Shares 15,675 Est. Cost $31.39 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $513 Shares 41,525 Est. Cost $12.86 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $513 Shares 22,075 Est. Cost $21.24 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $513 Shares 11,009 Est. Cost $37.54 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $506 Shares 1,850 Est. Cost $207.20 Unrealized +35.7%
RRC RANGE RES CORP COM 0.0%
Value ($000) $505 Shares 16,430 Est. Cost $30.75 Unrealized +0.6%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $503 Shares 33,867 Est. Cost $16.47 Unrealized
ALLIANCEBERNSTEIN NATL MUN INM COM 0.0%
Value ($000) $502 Shares 42,570 Est. Cost $11.61 Unrealized
ECOW PACER EMERGING MARKETS CASH COWS 100 ETF 0.0%
Value ($000) $500 Shares 22,881 Est. Cost $20.14 Unrealized
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $498 Shares 14,996 Est. Cost $30.14 Unrealized +10.0%
BNY MELLON STRATEGIC MUNICIPALS 0.0%
Value ($000) $489 Shares 75,100 Est. Cost $6.10 Unrealized
JANT ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF 0.0%
Value ($000) $489 Shares 13,922 Est. Cost $28.18 Unrealized
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.0%
Value ($000) $487 Shares 11,785 Est. Cost $39.31 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $487 Shares 8,907 Est. Cost $42.03 Unrealized +14.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $484 Shares 1,859 Est. Cost $116.37 Unrealized +69.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $481 Shares 3,444 Est. Cost $149.32 Unrealized -11.1%
IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL 0.0%
Value ($000) $481 Shares 16,925 Est. Cost $23.90 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $481 Shares 6,814 Est. Cost $55.74 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $481 Shares 29,736 Est. Cost $17.49 Unrealized
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value ($000) $480 Shares 10,335 Est. Cost $45.04 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $480 Shares 8,980 Est. Cost $47.91 Unrealized -0.6%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $480 Shares 42,615 Est. Cost $11.57 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $479 Shares 7,413 Est. Cost $52.56 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $478 Shares 335 Est. Cost $1136.53 Unrealized +1.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $476 Shares 14,323 Est. Cost $30.81 Unrealized
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value ($000) $475 Shares 4,811 Est. Cost $46.32 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $475 Shares 7,928 Est. Cost $59.43 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $474 Shares 4,028 Est. Cost $107.07 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $473 Shares 3,949 Est. Cost $80.79 Unrealized
AVT AVNET INC COM 0.0%
Value ($000) $470 Shares 8,656 Est. Cost $42.77 Unrealized +18.4%
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $469 Shares 19,834 Est. Cost $21.03 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $469 Shares 13,489 Est. Cost $30.60 Unrealized
EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL 0.0%
Value ($000) $469 Shares 17,365 Est. Cost $23.25 Unrealized
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $464 Shares 1,636 Est. Cost $342.79 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $464 Shares 13,101 Est. Cost $34.11 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $464 Shares 4,607 Est. Cost $101.72 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $462 Shares 22,471 Est. Cost $22.38 Unrealized
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $462 Shares 10,217 Est. Cost $39.79 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $460 Shares 9,172 Est. Cost $41.45 Unrealized +20.6%
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $456 Shares 42,369 Est. Cost $10.29 Unrealized
IJUL INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY 0.0%
Value ($000) $453 Shares 15,420 Est. Cost $22.42 Unrealized
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value ($000) $453 Shares 6,415 Est. Cost $53.20 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $451 Shares 6,899 Est. Cost $58.66 Unrealized -3.5%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $449 Shares 54,179 Est. Cost $12.40 Unrealized -22.5%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $448 Shares 8,805 Est. Cost $50.91 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $446 Shares 22,612 Est. Cost $21.42 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $445 Shares 22,190 Est. Cost $18.09 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $444 Shares 21,521 Est. Cost $21.92 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $441 Shares 2,277 Est. Cost $165.82 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $441 Shares 713 Est. Cost $514.13 Unrealized +14.6%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $439 Shares 6,981 Est. Cost $78.35 Unrealized -29.6%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $437 Shares 22,354 Est. Cost $21.06 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $436 Shares 7,389 Est. Cost $46.94 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $436 Shares 16,920 Est. Cost $26.03 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $435 Shares 879 Est. Cost $325.99 Unrealized +45.7%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $435 Shares 33,784 Est. Cost $12.95 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $435 Shares 2,305 Est. Cost $67.20 Unrealized +149.9%
COLL COLLEGIUM PHARMACEUTICAL INC COM 0.0%
Value ($000) $434 Shares 11,226 Est. Cost $35.06 Unrealized +1.7%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $430 Shares 2,642 Est. Cost $96.26 Unrealized +70.3%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $430 Shares 6,592 Est. Cost $62.30 Unrealized +2.8%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $429 Shares 3,264 Est. Cost $147.94 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $426 Shares 17,777 Est. Cost $26.11 Unrealized -9.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $420 Shares 1,645 Est. Cost $241.07 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $418 Shares 5,368 Est. Cost $68.23 Unrealized
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.0%
Value ($000) $414 Shares 23,880 Est. Cost $12.74 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $414 Shares 3,530 Est. Cost $78.97 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $412 Shares 2,829 Est. Cost $153.07 Unrealized
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 0.0%
Value ($000) $406 Shares 9,892 Est. Cost $38.50 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $404 Shares 3,238 Est. Cost $111.01 Unrealized +2.0%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $403 Shares 3,166 Est. Cost $103.33 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $398 Shares 765 Est. Cost $436.66 Unrealized +19.3%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $397 Shares 14,472 Est. Cost $25.05 Unrealized 0.0%
SMAY FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY 0.0%
Value ($000) $396 Shares 16,128 Est. Cost $24.58 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $394 Shares 5,560 Est. Cost $64.92 Unrealized
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.0%
Value ($000) $390 Shares 8,325 Est. Cost $48.48 Unrealized
MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF 0.0%
Value ($000) $390 Shares 12,800 Est. Cost $29.68 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $389 Shares 2,368 Est. Cost $149.40 Unrealized -2.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $389 Shares 6,608 Est. Cost $52.15 Unrealized +3.2%
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.0%
Value ($000) $388 Shares 16,872 Est. Cost $19.80 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $386 Shares 786 Est. Cost $406.41 Unrealized +14.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $384 Shares 1,428 Est. Cost $275.02 Unrealized -5.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $383 Shares 3,969 Est. Cost $80.22 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $382 Shares 3,543 Est. Cost $99.28 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $382 Shares 4,751 Est. Cost $80.30 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $381 Shares 4,756 Est. Cost $47.04 Unrealized +46.8%
TRI CONTL CORP COM 0.0%
Value ($000) $381 Shares 11,529 Est. Cost $25.70 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $379 Shares 7,061 Est. Cost $53.75 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value ($000) $376 Shares 13,700 Est. Cost $27.18 Unrealized
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $371 Shares 73,600 Est. Cost $4.70 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $371 Shares 6,208 Est. Cost $65.25 Unrealized -11.4%
HUM HUMANA INC COM 0.0%
Value ($000) $370 Shares 1,169 Est. Cost $453.13 Unrealized -23.0%
CUBE CUBESMART COM 0.0%
Value ($000) $369 Shares 6,859 Est. Cost $46.52 Unrealized
SOURCE CAP INC COM 0.0%
Value ($000) $369 Shares 8,283 Est. Cost $35.17 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $369 Shares 19,043 Est. Cost $18.31 Unrealized -2.5%
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $369 Shares 4,794 Est. Cost $75.29 Unrealized
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $366 Shares 8,679 Est. Cost $54.36 Unrealized -10.8%
IYT ISHARES US TRANSPORTATION ETF 0.0%
Value ($000) $360 Shares 5,229 Est. Cost $121.26 Unrealized
STAG STAG INDL INC COM 0.0%
Value ($000) $359 Shares 9,172 Est. Cost $39.09 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $355 Shares 6,858 Est. Cost $52.62 Unrealized -17.0%
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $355 Shares 7,555 Est. Cost $33.10 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $352 Shares 1,366 Est. Cost $230.25 Unrealized +4.3%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.0%
Value ($000) $350 Shares 37,791 Est. Cost $9.58 Unrealized
JULM FT VEST U.S. EQUITY MAX BUFFER ETF - JULY 0.0%
Value ($000) $349 Shares 11,222 Est. Cost $31.14 Unrealized
SRVR PACER DATA & INFRASTRUCTURE REAL ESTATE ETF 0.0%
Value ($000) $349 Shares 10,859 Est. Cost $37.54 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $348 Shares 2,868 Est. Cost $79.69 Unrealized +37.8%
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $348 Shares 26,980 Est. Cost $10.95 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $346 Shares 14,145 Est. Cost $22.09 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $345 Shares 5,329 Est. Cost $54.67 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $343 Shares 12,435 Est. Cost $26.46 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $343 Shares 9,120 Est. Cost $30.30 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $342 Shares 5,591 Est. Cost $40.21 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $339 Shares 7,051 Est. Cost $39.04 Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $337 Shares 1,196 Est. Cost $254.41 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $334 Shares 1,231 Est. Cost $232.33 Unrealized +5.5%
PATH UIPATH INC CL A 0.0%
Value ($000) $334 Shares 26,090 Est. Cost $16.97 Unrealized -27.8%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.0%
Value ($000) $333 Shares 9,277 Est. Cost $34.66 Unrealized
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 0.0%
Value ($000) $332 Shares 25,104 Est. Cost $13.22 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $331 Shares 670 Est. Cost $450.30 Unrealized +22.9%
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $328 Shares 14,876 Est. Cost $21.05 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $328 Shares 8,737 Est. Cost $40.80 Unrealized
JOE ST JOE CO COM 0.0%
Value ($000) $327 Shares 5,600 Est. Cost $56.30 Unrealized +4.1%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $325 Shares 5,455 Est. Cost $55.55 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $325 Shares 799 Est. Cost $362.13 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $324 Shares 4,178 Est. Cost $68.96 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $324 Shares 3,895 Est. Cost $82.48 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $321 Shares 3,754 Est. Cost $77.21 Unrealized +5.5%
JULT ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF 0.0%
Value ($000) $316 Shares 8,164 Est. Cost $29.83 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $315 Shares 3,900 Est. Cost $80.78 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $314 Shares 2,250 Est. Cost $139.62 Unrealized
GAUG FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST 0.0%
Value ($000) $312 Shares 8,973 Est. Cost $34.77 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $311 Shares 1,123 Est. Cost $157.02 Unrealized
GDEC FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $309 Shares 9,315 Est. Cost $31.56 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $309 Shares 2,177 Est. Cost $123.78 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.0%
Value ($000) $308 Shares 22,430 Est. Cost $13.86 Unrealized
OCTT ALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF 0.0%
Value ($000) $305 Shares 8,130 Est. Cost $30.60 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.0%
Value ($000) $305 Shares 5,064 Est. Cost $60.20 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $301 Shares 3,495 Est. Cost $85.20 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $301 Shares 9,597 Est. Cost $29.57 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $299 Shares 27,193 Est. Cost $8.78 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value ($000) $297 Shares 7,090 Est. Cost $37.21 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $297 Shares 4,434 Est. Cost $53.65 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value ($000) $297 Shares 13,350 Est. Cost $20.31 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $296 Shares 34,659 Est. Cost $8.55 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $296 Shares 6,305 Est. Cost $41.03 Unrealized -2.2%
SMIN ISHARES MSCI INDIA SMALL CAP ETF 0.0%
Value ($000) $292 Shares 3,400 Est. Cost $70.27 Unrealized
APRT ALLIANZIM US LARGE CAP BUFFER10 APR ETF 0.0%
Value ($000) $291 Shares 7,704 Est. Cost $31.55 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $289 Shares 1,194 Est. Cost $164.75 Unrealized +42.7%
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.0%
Value ($000) $286 Shares 12,566 Est. Cost $24.39 Unrealized
GABELLI UTIL TR COM 0.0%
Value ($000) $280 Shares 53,932 Est. Cost $6.64 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT IN CL A 0.0%
Value ($000) $280 Shares 6,461 Est. Cost $35.90 Unrealized -0.6%
CTRE CARETRUST REIT INC COM 0.0%
Value ($000) $278 Shares 9,007 Est. Cost $30.86 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $275 Shares 598 Est. Cost $418.21 Unrealized 0.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $275 Shares 3,422 Est. Cost $58.50 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $275 Shares 15,187 Est. Cost $16.45 Unrealized
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY 0.0%
Value ($000) $273 Shares 7,477 Est. Cost $34.44 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $272 Shares 6,492 Est. Cost $45.64 Unrealized -6.5%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $272 Shares 5,370 Est. Cost $45.65 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.0%
Value ($000) $269 Shares 2,803 Est. Cost $97.76 Unrealized
WCBR WISDOMTREE CYBERSECURITY FUND 0.0%
Value ($000) $267 Shares 10,500 Est. Cost $15.72 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value ($000) $265 Shares 6,117 Est. Cost $41.49 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $264 Shares 10,922 Est. Cost $22.09 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $263 Shares 5,742 Est. Cost $41.12 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $262 Shares 3,552 Est. Cost $67.18 Unrealized 0.0%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $261 Shares 25,020 Est. Cost $8.85 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $261 Shares 1,735 Est. Cost $102.01 Unrealized +42.5%
PEJ INVESCO LEISURE AND ENTERTAINMENT ETF 0.0%
Value ($000) $260 Shares 5,453 Est. Cost $36.50 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.0%
Value ($000) $258 Shares 6,237 Est. Cost $34.03 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $257 Shares 4,386 Est. Cost $55.88 Unrealized
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value ($000) $256 Shares 3,344 Est. Cost $60.65 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $255 Shares 4,433 Est. Cost $61.93 Unrealized -10.6%
ABRDN HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $255 Shares 11,545 Est. Cost $22.06 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $255 Shares 2,657 Est. Cost $92.68 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $253 Shares 2,265 Est. Cost $97.16 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $251 Shares 1,307 Est. Cost $186.05 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $249 Shares 2,970 Est. Cost $73.20 Unrealized +7.7%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $249 Shares 6,688 Est. Cost $37.17 Unrealized
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value ($000) $248 Shares 20,000 Est. Cost $10.82 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $247 Shares 4,912 Est. Cost $49.33 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $247 Shares 1,627 Est. Cost $151.62 Unrealized
SFEB FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY 0.0%
Value ($000) $244 Shares 11,469 Est. Cost $20.11 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $244 Shares 838 Est. Cost $52.53 Unrealized 0.0%
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $243 Shares 3,054 Est. Cost $79.66 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $243 Shares 2,852 Est. Cost $78.59 Unrealized
DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF 0.0%
Value ($000) $239 Shares 2,574 Est. Cost $85.04 Unrealized
JCPI JPMORGAN INFLATION MANAGED BOND ETF 0.0%
Value ($000) $237 Shares 4,927 Est. Cost $48.01 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value ($000) $236 Shares 5,488 Est. Cost $32.17 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $234 Shares 442 Est. Cost $478.00 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $233 Shares 6,053 Est. Cost $45.95 Unrealized -14.5%
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $233 Shares 21,500 Est. Cost $11.36 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $232 Shares 4,115 Est. Cost $41.59 Unrealized +31.9%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $230 Shares 17,672 Est. Cost $13.04 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $230 Shares 1,244 Est. Cost $167.50 Unrealized 0.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $230 Shares 4,055 Est. Cost $65.92 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value ($000) $229 Shares 6,001 Est. Cost $34.86 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $228 Shares 930 Est. Cost $224.99 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $228 Shares 198 Est. Cost $73.46 Unrealized 0.0%
PSN PARSONS CORP DEL COM 0.0%
Value ($000) $225 Shares 2,171 Est. Cost $60.47 Unrealized +48.4%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $225 Shares 2,036 Est. Cost $95.38 Unrealized 0.0%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $224 Shares 15,836 Est. Cost $12.09 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $224 Shares 1,285 Est. Cost $174.50 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $222 Shares 2,493 Est. Cost $32.98 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $220 Shares 16,170 Est. Cost $14.69 Unrealized 0.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $220 Shares 1,643 Est. Cost $133.71 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $218 Shares 2,785 Est. Cost $74.90 Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $217 Shares 24,570 Est. Cost $8.31 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $215 Shares 2,562 Est. Cost $81.42 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $214 Shares 14,171 Est. Cost $14.17 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $214 Shares 1,280 Est. Cost $166.89 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $213 Shares 5,664 Est. Cost $37.66 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $213 Shares 373 Est. Cost $570.84 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $212 Shares 24,552 Est. Cost $9.31 Unrealized
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value ($000) $212 Shares 20,466 Est. Cost $10.36 Unrealized
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value ($000) $212 Shares 5,075 Est. Cost $39.11 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $212 Shares 3,209 Est. Cost $71.70 Unrealized
DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 0.0%
Value ($000) $210 Shares 2,238 Est. Cost $93.80 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $210 Shares 1,030 Est. Cost $189.29 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $206 Shares 494 Est. Cost $60.86 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $203 Shares 3,128 Est. Cost $64.98 Unrealized
HNI HNI CORP COM 0.0%
Value ($000) $202 Shares 3,760 Est. Cost $38.07 Unrealized +33.3%
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $197 Shares 10,204 Est. Cost $19.35 Unrealized
SRH TOTAL RETURN FUND INC COM 0.0%
Value ($000) $190 Shares 12,000 Est. Cost $14.11 Unrealized
SABA CAPITAL INCOME & OPPORTUN COM NEW 0.0%
Value ($000) $184 Shares 21,610 Est. Cost $7.80 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $182 Shares 15,167 Est. Cost $11.97 Unrealized
ABRDN LIFE SCIENCES INVESTORS SH BEN INT 0.0%
Value ($000) $176 Shares 11,700 Est. Cost $19.65 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $166 Shares 13,474 Est. Cost $11.01 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $156 Shares 17,180 Est. Cost $7.73 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $155 Shares 17,503 Est. Cost $8.84 Unrealized
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value ($000) $132 Shares 22,718 Est. Cost $5.02 Unrealized
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $127 Shares 12,668 Est. Cost $10.04 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $124 Shares 14,970 Est. Cost $18.30 Unrealized -57.3%
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $97 Shares 14,749 Est. Cost $6.96 Unrealized
INVESCO SR INCOME TR COM 0.0%
Value ($000) $81 Shares 19,949 Est. Cost $3.83 Unrealized
MATTERPORT INC COM CL A 0.0%
Value ($000) $72 Shares 16,059 Est. Cost $4.48 Unrealized
INNOVID CORP COMMON STOCK 0.0%
Value ($000) $72 Shares 40,000 Est. Cost $1.85 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $72 Shares 10,094 Est. Cost $6.20 Unrealized
ANIX ANIXA BIOSCIENCES INC COM 0.0%
Value ($000) $71 Shares 22,500 Est. Cost $4.00 Unrealized -23.2%
NVCT NUVECTIS PHARMA INC COM 0.0%
Value ($000) $63 Shares 10,000 Est. Cost $6.58 Unrealized 0.0%
EYENOVIA INC COM 0.0%
Value ($000) $47 Shares 90,900 Est. Cost $1.23 Unrealized
ABSI ABSCI CORPORATION COM 0.0%
Value ($000) $44 Shares 11,500 Est. Cost $2.20 Unrealized +80.7%
SGMT SAGIMET BIOSCIENCES INC COM SER A 0.0%
Value ($000) $42 Shares 15,000 Est. Cost $4.59 Unrealized -32.8%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $36 Shares 15,798 Est. Cost $2.68 Unrealized -16.3%
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $20 Shares 23,386 Est. Cost $1.71 Unrealized -57.2%
CEL-SCI CORP COM PAR NEW 0.0%
Value ($000) $16 Shares 15,000 Est. Cost $2.09 Unrealized
IMUNON INC COM 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.06 Unrealized
GABELLI UTIL TR RT EXP 102124 0.0%
Value ($000) $2 Shares 54,940 Est. Cost $0.03 Unrealized