Nova Wealth Management, Inc. Diversified Active

CIK: 0002051980 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 29, 2025

Total Value ($000): $121,964

Holdings (576)

UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF 11.3%
Value ($000) $13,735 Shares 557,203 Est. Cost $24.65 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 4.5%
Value ($000) $5,436 Shares 129,479 Est. Cost $41.98 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 3.7%
Value ($000) $4,461 Shares 18,963 Est. Cost $235.27 Unrealized
PTNQ PACER TRENDPILOT 100 ETF 2.8%
Value ($000) $3,422 Shares 46,236 Est. Cost $74.02 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 2.8%
Value ($000) $3,369 Shares 35,456 Est. Cost $95.01 Unrealized
NVDA NVIDIA CORPORATION COM 2.6%
Value ($000) $3,226 Shares 24,024 Est. Cost $137.79 Unrealized -8.0%
OEF ISHARES S&P 100 ETF 2.4%
Value ($000) $2,879 Shares 9,966 Est. Cost $288.85 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 2.0%
Value ($000) $2,474 Shares 4,839 Est. Cost $511.27 Unrealized
COWZ PACER US CASH COWS 100 ETF 1.4%
Value ($000) $1,741 Shares 30,824 Est. Cost $56.48 Unrealized
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 1.4%
Value ($000) $1,741 Shares 49,226 Est. Cost $35.36 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.4%
Value ($000) $1,693 Shares 7,281 Est. Cost $232.53 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 1.3%
Value ($000) $1,624 Shares 8,785 Est. Cost $184.88 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 1.3%
Value ($000) $1,596 Shares 10,008 Est. Cost $159.52 Unrealized
DDEC FT VEST US EQUITY DEEP BUFFER ETF - DECEMBER 1.3%
Value ($000) $1,572 Shares 39,155 Est. Cost $40.14 Unrealized
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 1.3%
Value ($000) $1,555 Shares 39,176 Est. Cost $39.68 Unrealized
IUS INVESCO RAFI STRATEGIC US ETF 1.3%
Value ($000) $1,545 Shares 31,096 Est. Cost $49.67 Unrealized
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 1.2%
Value ($000) $1,452 Shares 21,958 Est. Cost $66.11 Unrealized
DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 1.2%
Value ($000) $1,450 Shares 33,830 Est. Cost $42.87 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 1.2%
Value ($000) $1,432 Shares 10,865 Est. Cost $131.76 Unrealized
AMZN AMAZON COM INC COM 1.1%
Value ($000) $1,397 Shares 6,368 Est. Cost $204.58 Unrealized +6.1%
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 1.1%
Value ($000) $1,391 Shares 8,461 Est. Cost $164.37 Unrealized
AAPL APPLE INC COM 1.1%
Value ($000) $1,387 Shares 5,538 Est. Cost $234.51 Unrealized -1.6%
DJUN FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE 1.1%
Value ($000) $1,349 Shares 31,172 Est. Cost $43.28 Unrealized
MSFT MICROSOFT CORP COM 1.1%
Value ($000) $1,329 Shares 3,154 Est. Cost $422.35 Unrealized -4.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.0%
Value ($000) $1,240 Shares 1,994 Est. Cost $621.80 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1.0%
Value ($000) $1,192 Shares 20,147 Est. Cost $59.14 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 1.0%
Value ($000) $1,172 Shares 8,520 Est. Cost $137.57 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.0%
Value ($000) $1,166 Shares 4,863 Est. Cost $228.03 Unrealized +10.0%
CWS ADVISORSHARES FOCUSED EQUITY ETF 0.9%
Value ($000) $1,151 Shares 17,763 Est. Cost $64.77 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $1,100 Shares 5,809 Est. Cost $174.14 Unrealized +3.8%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.9%
Value ($000) $1,099 Shares 26,542 Est. Cost $41.40 Unrealized
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 0.8%
Value ($000) $1,010 Shares 8,961 Est. Cost $112.69 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.8%
Value ($000) $940 Shares 12,434 Est. Cost $58.25 Unrealized +50.8%
DSEP FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER 0.7%
Value ($000) $899 Shares 22,165 Est. Cost $40.55 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.7%
Value ($000) $879 Shares 18,189 Est. Cost $48.33 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.7%
Value ($000) $822 Shares 7,165 Est. Cost $114.73 Unrealized
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND 0.7%
Value ($000) $812 Shares 12,670 Est. Cost $64.06 Unrealized
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.6%
Value ($000) $785 Shares 17,951 Est. Cost $43.72 Unrealized
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 0.6%
Value ($000) $734 Shares 34,971 Est. Cost $20.99 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.6%
Value ($000) $728 Shares 1,241 Est. Cost $586.29 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.6%
Value ($000) $689 Shares 13,934 Est. Cost $49.43 Unrealized
VFH VANGUARD FINANCIALS ETF 0.6%
Value ($000) $686 Shares 5,810 Est. Cost $118.07 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.5%
Value ($000) $653 Shares 18,785 Est. Cost $34.75 Unrealized
FDMO FIDELITY MOMENTUM FACTOR ETF 0.5%
Value ($000) $642 Shares 9,873 Est. Cost $65.06 Unrealized
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.5%
Value ($000) $642 Shares 9,125 Est. Cost $70.31 Unrealized
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 0.5%
Value ($000) $623 Shares 15,944 Est. Cost $39.08 Unrealized
DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL 0.5%
Value ($000) $623 Shares 16,732 Est. Cost $37.21 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.5%
Value ($000) $610 Shares 6,230 Est. Cost $97.92 Unrealized
RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 0.5%
Value ($000) $605 Shares 12,051 Est. Cost $50.20 Unrealized
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.5%
Value ($000) $594 Shares 7,763 Est. Cost $76.46 Unrealized
IAU ISHARES GOLD TRUST 0.5%
Value ($000) $590 Shares 11,915 Est. Cost $49.51 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.5%
Value ($000) $573 Shares 6,689 Est. Cost $85.65 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $568 Shares 1,798 Est. Cost $298.33 Unrealized +12.7%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.4%
Value ($000) $548 Shares 7,979 Est. Cost $68.68 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $540 Shares 3,254 Est. Cost $165.84 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $527 Shares 1,355 Est. Cost $397.26 Unrealized -4.2%
IYF ISHARES U.S. FINANCIALS ETF 0.4%
Value ($000) $520 Shares 4,699 Est. Cost $110.58 Unrealized
TPYP TORTOISE NORTH AMERICAN PIPELINE FUND 0.4%
Value ($000) $519 Shares 14,283 Est. Cost $36.37 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.4%
Value ($000) $490 Shares 7,692 Est. Cost $63.75 Unrealized
LLY ELI LILLY & CO COM 0.4%
Value ($000) $479 Shares 620 Est. Cost $821.14 Unrealized +0.7%
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.4%
Value ($000) $471 Shares 5,255 Est. Cost $89.63 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.4%
Value ($000) $466 Shares 2,205 Est. Cost $211.39 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $465 Shares 5,912 Est. Cost $78.62 Unrealized
EPS WISDOMTREE U.S. LARGECAP FUND 0.4%
Value ($000) $450 Shares 7,356 Est. Cost $61.18 Unrealized
BOUT INNOVATOR IBD BREAKOUT OPPORTUNITIES ETF 0.4%
Value ($000) $447 Shares 11,450 Est. Cost $39.07 Unrealized
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.4%
Value ($000) $447 Shares 4,773 Est. Cost $93.67 Unrealized
GLD SPDR GOLD SHARES 0.4%
Value ($000) $446 Shares 1,840 Est. Cost $242.13 Unrealized
DMAY FT VEST U.S. EQUITY DEEP BUFFER ETF - MAY 0.4%
Value ($000) $443 Shares 10,862 Est. Cost $40.74 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $434 Shares 2,988 Est. Cost $145.34 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $426 Shares 4,855 Est. Cost $87.82 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.3%
Value ($000) $420 Shares 4,025 Est. Cost $104.30 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.3%
Value ($000) $409 Shares 5,214 Est. Cost $78.46 Unrealized
PEXL PACER US EXPORT LEADERS ETF 0.3%
Value ($000) $407 Shares 8,449 Est. Cost $48.12 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.3%
Value ($000) $405 Shares 24,791 Est. Cost $16.34 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.3%
Value ($000) $402 Shares 5,389 Est. Cost $74.53 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.3%
Value ($000) $400 Shares 4,637 Est. Cost $86.28 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.3%
Value ($000) $400 Shares 1,651 Est. Cost $242.21 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $394 Shares 2,164 Est. Cost $188.91 Unrealized -2.1%
IXN ISHARES GLOBAL TECH ETF 0.3%
Value ($000) $393 Shares 4,632 Est. Cost $84.75 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.3%
Value ($000) $390 Shares 7,511 Est. Cost $51.99 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.3%
Value ($000) $390 Shares 3,157 Est. Cost $123.53 Unrealized
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.3%
Value ($000) $383 Shares 9,731 Est. Cost $39.37 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $382 Shares 3,159 Est. Cost $143.89 Unrealized -22.7%
VT VANGUARD TOTAL WORLD STOCK ETF 0.3%
Value ($000) $380 Shares 3,273 Est. Cost $115.97 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.3%
Value ($000) $376 Shares 4,878 Est. Cost $77.04 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $373 Shares 408 Est. Cost $922.64 Unrealized +5.2%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.3%
Value ($000) $361 Shares 4,457 Est. Cost $80.93 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $353 Shares 1,522 Est. Cost $182.87 Unrealized +14.7%
ADBE ADOBE INC COM 0.3%
Value ($000) $340 Shares 764 Est. Cost $495.13 Unrealized -13.4%
PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF 0.3%
Value ($000) $331 Shares 2,151 Est. Cost $153.76 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $328 Shares 557 Est. Cost $588.68 Unrealized
HFXI NYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF 0.3%
Value ($000) $326 Shares 12,493 Est. Cost $26.06 Unrealized
DMAR FT VEST US EQUITY DEEP BUFFER ETF - MARCH 0.3%
Value ($000) $319 Shares 8,360 Est. Cost $38.17 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.3%
Value ($000) $307 Shares 5,134 Est. Cost $59.78 Unrealized
DBAW XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF 0.3%
Value ($000) $305 Shares 8,991 Est. Cost $33.96 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $302 Shares 622 Est. Cost $527.20 Unrealized -15.0%
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 0.2%
Value ($000) $299 Shares 10,413 Est. Cost $28.75 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.2%
Value ($000) $294 Shares 15,725 Est. Cost $18.70 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $291 Shares 552 Est. Cost $514.68 Unrealized +5.3%
IDU ISHARES U.S. UTILITIES ETF 0.2%
Value ($000) $289 Shares 2,999 Est. Cost $96.21 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $275 Shares 7,682 Est. Cost $35.85 Unrealized
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.2%
Value ($000) $273 Shares 5,045 Est. Cost $54.13 Unrealized
IAK ISHARES U.S. INSURANCE ETF 0.2%
Value ($000) $272 Shares 2,147 Est. Cost $126.48 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $269 Shares 1,041 Est. Cost $258.62 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $256 Shares 638 Est. Cost $401.58 Unrealized
INTERPUBLIC GROUP COS INC COM 0.2%
Value ($000) $255 Shares 9,103 Est. Cost $28.52 Unrealized -7.1%
TSLA TESLA INC COM 0.2%
Value ($000) $252 Shares 623 Est. Cost $321.74 Unrealized +3.6%
INTU INTUIT COM 0.2%
Value ($000) $239 Shares 381 Est. Cost $634.69 Unrealized -5.9%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.2%
Value ($000) $229 Shares 9,667 Est. Cost $23.68 Unrealized
GARP ISHARES MSCI USA QUALITY GARP ETF 0.2%
Value ($000) $225 Shares 4,405 Est. Cost $51.02 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $225 Shares 2,089 Est. Cost $112.36 Unrealized -4.6%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $222 Shares 3,200 Est. Cost $69.34 Unrealized -2.3%
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 0.2%
Value ($000) $208 Shares 3,162 Est. Cost $65.73 Unrealized
VDE VANGUARD ENERGY ETF 0.2%
Value ($000) $196 Shares 1,614 Est. Cost $121.31 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.2%
Value ($000) $194 Shares 1,102 Est. Cost $202.10 Unrealized -10.7%
CALF PACER US SMALL CAP CASH COWS ETF 0.2%
Value ($000) $193 Shares 4,381 Est. Cost $44.01 Unrealized
PWR QUANTA SVCS INC COM 0.2%
Value ($000) $192 Shares 608 Est. Cost $321.23 Unrealized -10.1%
AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF 0.2%
Value ($000) $191 Shares 4,553 Est. Cost $42.00 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.2%
Value ($000) $186 Shares 2,919 Est. Cost $63.81 Unrealized
KIE SPDR S&P INSURANCE ETF 0.1%
Value ($000) $181 Shares 3,210 Est. Cost $56.53 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 0.1%
Value ($000) $177 Shares 1,404 Est. Cost $126.17 Unrealized
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.1%
Value ($000) $176 Shares 4,115 Est. Cost $42.69 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.1%
Value ($000) $174 Shares 6,122 Est. Cost $28.42 Unrealized
CRPT FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF 0.1%
Value ($000) $171 Shares 10,255 Est. Cost $16.70 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $168 Shares 1,300 Est. Cost $128.38 Unrealized +12.6%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $165 Shares 1,882 Est. Cost $87.89 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $161 Shares 652 Est. Cost $261.54 Unrealized -7.4%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $158 Shares 746 Est. Cost $217.77 Unrealized +2.6%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.1%
Value ($000) $155 Shares 1,239 Est. Cost $124.96 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $154 Shares 461 Est. Cost $316.76 Unrealized -2.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $148 Shares 5,312 Est. Cost $27.87 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $148 Shares 210 Est. Cost $804.87 Unrealized -15.2%
CMC COMMERCIAL METALS CO COM 0.1%
Value ($000) $145 Shares 2,929 Est. Cost $55.42 Unrealized -13.4%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $144 Shares 4,594 Est. Cost $31.36 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.1%
Value ($000) $141 Shares 3,734 Est. Cost $37.83 Unrealized
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.1%
Value ($000) $141 Shares 1,516 Est. Cost $93.11 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $133 Shares 896 Est. Cost $148.54 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $132 Shares 2,264 Est. Cost $58.28 Unrealized
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $129 Shares 1,603 Est. Cost $80.65 Unrealized
PSCQ PACER SWAN SOS CONSERVATIVE (OCTOBER) ETF 0.1%
Value ($000) $124 Shares 4,685 Est. Cost $26.47 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $123 Shares 360 Est. Cost $332.51 Unrealized +14.6%
PFM INVESCO DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $121 Shares 2,649 Est. Cost $45.86 Unrealized
PSL INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF 0.1%
Value ($000) $120 Shares 1,106 Est. Cost $108.37 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.1%
Value ($000) $111 Shares 1,800 Est. Cost $70.33 Unrealized -4.6%
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $110 Shares 1,514 Est. Cost $72.85 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $107 Shares 1,450 Est. Cost $74.02 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $107 Shares 1,525 Est. Cost $70.28 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.1%
Value ($000) $107 Shares 4,478 Est. Cost $23.84 Unrealized
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.1%
Value ($000) $104 Shares 5,893 Est. Cost $17.71 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $104 Shares 895 Est. Cost $118.27 Unrealized +5.5%
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $103 Shares 907 Est. Cost $130.47 Unrealized -4.2%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $102 Shares 986 Est. Cost $103.30 Unrealized
KRP KIMBELL RTY PARTNERS LP UNIT 0.1%
Value ($000) $100 Shares 6,183 Est. Cost $16.23 Unrealized
JETS U.S. GLOBAL JETS ETF 0.1%
Value ($000) $99 Shares 3,895 Est. Cost $25.35 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $94 Shares 181 Est. Cost $547.53 Unrealized -1.4%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $90 Shares 364 Est. Cost $247.55 Unrealized
BSVO EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF 0.1%
Value ($000) $89 Shares 4,098 Est. Cost $21.65 Unrealized
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 0.1%
Value ($000) $87 Shares 2,118 Est. Cost $41.17 Unrealized
XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 0.1%
Value ($000) $83 Shares 1,498 Est. Cost $55.42 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $80 Shares 550 Est. Cost $149.59 Unrealized +1.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $78 Shares 694 Est. Cost $112.26 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $78 Shares 87 Est. Cost $82.31 Unrealized +15.5%
EOG EOG RES INC COM 0.1%
Value ($000) $76 Shares 620 Est. Cost $123.33 Unrealized +1.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $76 Shares 409 Est. Cost $185.13 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $73 Shares 722 Est. Cost $101.53 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.1%
Value ($000) $71 Shares 1,335 Est. Cost $53.44 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $71 Shares 369 Est. Cost $189.31 Unrealized -3.2%
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 0.1%
Value ($000) $71 Shares 945 Est. Cost $74.94 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $69 Shares 568 Est. Cost $122.01 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $66 Shares 294 Est. Cost $247.76 Unrealized +7.6%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $65 Shares 510 Est. Cost $127.59 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $62 Shares 245 Est. Cost $253.69 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.1%
Value ($000) $61 Shares 325 Est. Cost $188.28 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $58 Shares 2,975 Est. Cost $19.59 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $57 Shares 370 Est. Cost $159.52 Unrealized +0.1%
EVX VANECK ENVIRONMENTAL SERVICES ETF 0.0%
Value ($000) $57 Shares 330 Est. Cost $171.42 Unrealized
BITB BITWISE BITCOIN ETF TRUST 0.0%
Value ($000) $56 Shares 1,111 Est. Cost $50.85 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $55 Shares 846 Est. Cost $65.35 Unrealized
EPR EPR PPTYS COM SH BEN INT 0.0%
Value ($000) $54 Shares 1,223 Est. Cost $44.28 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $54 Shares 350 Est. Cost $140.81 Unrealized +20.5%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.0%
Value ($000) $54 Shares 2,055 Est. Cost $26.29 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $53 Shares 701 Est. Cost $75.69 Unrealized
FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 0.0%
Value ($000) $53 Shares 976 Est. Cost $54.31 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $52 Shares 111 Est. Cost $444.55 Unrealized 0.0%
BA BOEING CO COM 0.0%
Value ($000) $51 Shares 288 Est. Cost $156.93 Unrealized +10.3%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $51 Shares 2,523 Est. Cost $19.51 Unrealized +3.5%
ABT ABBOTT LABS COM 0.0%
Value ($000) $50 Shares 375 Est. Cost $125.48 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $49 Shares 158 Est. Cost $349.45 Unrealized 0.0%
DWMF WISDOMTREE INTERNATIONAL MULTIFACTOR FUND 0.0%
Value ($000) $49 Shares 1,679 Est. Cost $29.21 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $49 Shares 438 Est. Cost $104.07 Unrealized 0.0%
HAWX ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $48 Shares 1,437 Est. Cost $33.44 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $47 Shares 377 Est. Cost $148.49 Unrealized -19.1%
CB CHUBB LIMITED COM 0.0%
Value ($000) $47 Shares 156 Est. Cost $276.25 Unrealized 0.0%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $47 Shares 1,678 Est. Cost $28.02 Unrealized
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 0.0%
Value ($000) $47 Shares 570 Est. Cost $82.17 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.0%
Value ($000) $47 Shares 1,248 Est. Cost $37.49 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $46 Shares 711 Est. Cost $64.15 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $45 Shares 147 Est. Cost $295.41 Unrealized 0.0%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $45 Shares 2,940 Est. Cost $15.26 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $44 Shares 6,363 Est. Cost $6.95 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $44 Shares 4,550 Est. Cost $8.46 Unrealized +3.7%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $43 Shares 3,025 Est. Cost $14.37 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $43 Shares 254 Est. Cost $170.81 Unrealized
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 0.0%
Value ($000) $43 Shares 1,345 Est. Cost $32.04 Unrealized
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $43 Shares 725 Est. Cost $58.79 Unrealized
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF 0.0%
Value ($000) $43 Shares 541 Est. Cost $78.74 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $42 Shares 210 Est. Cost $212.91 Unrealized 0.0%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $42 Shares 3,350 Est. Cost $12.57 Unrealized
ONEY SPDR RUSSELL 1000 YIELD FOCUS ETF 0.0%
Value ($000) $42 Shares 383 Est. Cost $108.86 Unrealized
PORTMAN RIDGE FIN CORP COM NEW 0.0%
Value ($000) $42 Shares 2,540 Est. Cost $16.34 Unrealized
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $41 Shares 8,110 Est. Cost $5.07 Unrealized
PSCX PACER SWAN SOS CONSERVATIVE (JANUARY) ETF 0.0%
Value ($000) $41 Shares 1,511 Est. Cost $27.18 Unrealized
WESTERN ASSET HIGH INCOME OPPO COM 0.0%
Value ($000) $41 Shares 10,450 Est. Cost $3.93 Unrealized
ONEV SPDR RUSSELL 1000 LOW VOLATILITY FOCUS ETF 0.0%
Value ($000) $40 Shares 320 Est. Cost $125.47 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $40 Shares 2,200 Est. Cost $18.22 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $39 Shares 6,931 Est. Cost $5.64 Unrealized
BLACKROCK HEALTH SCIENCES TERM COM SHS 0.0%
Value ($000) $39 Shares 2,615 Est. Cost $14.90 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $38 Shares 7,897 Est. Cost $4.81 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $38 Shares 245 Est. Cost $143.17 Unrealized 0.0%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $37 Shares 4,053 Est. Cost $9.21 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $37 Shares 69 Est. Cost $538.81 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $37 Shares 301 Est. Cost $119.26 Unrealized 0.0%
BLK BLACKROCK INC COM 0.0%
Value ($000) $37 Shares 39 Est. Cost $961.85 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $37 Shares 430 Est. Cost $83.88 Unrealized -7.4%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $36 Shares 147 Est. Cost $250.69 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $36 Shares 912 Est. Cost $39.95 Unrealized -3.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $36 Shares 1,316 Est. Cost $27.31 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $36 Shares 1,565 Est. Cost $22.78 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $35 Shares 1,617 Est. Cost $17.57 Unrealized +9.5%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $33 Shares 230 Est. Cost $145.50 Unrealized +3.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $33 Shares 120 Est. Cost $255.81 Unrealized 0.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $33 Shares 252 Est. Cost $129.34 Unrealized
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value ($000) $32 Shares 2,675 Est. Cost $13.13 Unrealized -4.8%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $32 Shares 328 Est. Cost $98.47 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $32 Shares 452 Est. Cost $68.66 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $32 Shares 1,210 Est. Cost $26.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $32 Shares 70 Est. Cost $461.73 Unrealized +5.3%
ICLR ICON PLC SHS 0.0%
Value ($000) $31 Shares 150 Est. Cost $233.52 Unrealized -17.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $31 Shares 508 Est. Cost $60.10 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $31 Shares 90 Est. Cost $369.58 Unrealized -5.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $30 Shares 282 Est. Cost $108.79 Unrealized +1.6%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value ($000) $30 Shares 410 Est. Cost $73.27 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $30 Shares 308 Est. Cost $96.53 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $30 Shares 384 Est. Cost $77.05 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $29 Shares 371 Est. Cost $79.37 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $29 Shares 147 Est. Cost $195.73 Unrealized 0.0%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $29 Shares 439 Est. Cost $70.01 Unrealized +6.4%
RS RELIANCE INC COM 0.0%
Value ($000) $29 Shares 107 Est. Cost $296.62 Unrealized -3.5%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $29 Shares 200 Est. Cost $146.82 Unrealized -0.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $29 Shares 465 Est. Cost $61.34 Unrealized
HRZN HORIZON TECHNOLOGY FIN CORP COM 0.0%
Value ($000) $28 Shares 3,100 Est. Cost $7.65 Unrealized +1.3%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $28 Shares 28 Est. Cost $1025.88 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $27 Shares 303 Est. Cost $85.80 Unrealized +8.3%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $27 Shares 212 Est. Cost $126.75 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $27 Shares 97 Est. Cost $311.40 Unrealized -5.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $27 Shares 57 Est. Cost $492.97 Unrealized -4.7%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $26 Shares 95 Est. Cost $271.56 Unrealized -0.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $26 Shares 126 Est. Cost $205.97 Unrealized 0.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $26 Shares 82 Est. Cost $292.89 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $26 Shares 150 Est. Cost $163.95 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $26 Shares 234 Est. Cost $99.22 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $25 Shares 330 Est. Cost $75.52 Unrealized +9.3%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $25 Shares 319 Est. Cost $82.74 Unrealized -15.1%
BUFD FT VEST LADDERED DEEP BUFFER ETF 0.0%
Value ($000) $25 Shares 982 Est. Cost $25.52 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $25 Shares 50 Est. Cost $503.12 Unrealized +0.9%
FAD FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $25 Shares 180 Est. Cost $138.21 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $25 Shares 760 Est. Cost $36.44 Unrealized -5.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $25 Shares 151 Est. Cost $164.52 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $25 Shares 200 Est. Cost $123.36 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $25 Shares 164 Est. Cost $143.48 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $24 Shares 285 Est. Cost $82.04 Unrealized -9.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $24 Shares 218 Est. Cost $118.79 Unrealized 0.0%
VICTORYSHARES US DISCOVERY ENHANCED VOLATILITY WTD ETF 0.0%
Value ($000) $24 Shares 429 Est. Cost $54.88 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $23 Shares 327 Est. Cost $71.43 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $23 Shares 364 Est. Cost $72.05 Unrealized 0.0%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $23 Shares 357 Est. Cost $63.45 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $23 Shares 519 Est. Cost $43.47 Unrealized
JPUS JPMORGAN DIVERSIFIED RETURN USE EQUITY 0.0%
Value ($000) $22 Shares 197 Est. Cost $114.17 Unrealized
VUSE VIDENT U.S. EQUITY STRATEGY ETF 0.0%
Value ($000) $22 Shares 379 Est. Cost $58.64 Unrealized
SPXE PROSHARES S&P 500 EX-ENERGY ETF 0.0%
Value ($000) $22 Shares 350 Est. Cost $63.27 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $22 Shares 112 Est. Cost $195.83 Unrealized
BUFZ FT VEST LADDERED MODERATE BUFFER ETF 0.0%
Value ($000) $21 Shares 910 Est. Cost $23.50 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $21 Shares 215 Est. Cost $102.31 Unrealized -5.4%
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $21 Shares 100 Est. Cost $212.66 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $20 Shares 35 Est. Cost $584.74 Unrealized +10.0%
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value ($000) $20 Shares 140 Est. Cost $144.71 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $20 Shares 176 Est. Cost $114.12 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $39.40 Unrealized +0.5%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $20 Shares 208 Est. Cost $108.97 Unrealized 0.0%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $19 Shares 177 Est. Cost $110.08 Unrealized
HESM HESS MIDSTREAM LP CL A SHS 0.0%
Value ($000) $19 Shares 525 Est. Cost $32.37 Unrealized +15.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $19 Shares 367 Est. Cost $50.83 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $18 Shares 4 Est. Cost $4749.08 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $18 Shares 305 Est. Cost $71.41 Unrealized +0.9%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $18 Shares 192 Est. Cost $87.83 Unrealized 0.0%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $18 Shares 115 Est. Cost $172.73 Unrealized -16.9%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $18 Shares 81 Est. Cost $189.52 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $18 Shares 292 Est. Cost $60.27 Unrealized -9.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $18 Shares 326 Est. Cost $53.97 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $17 Shares 166 Est. Cost $120.21 Unrealized 0.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $17 Shares 251 Est. Cost $67.03 Unrealized
QLV FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND 0.0%
Value ($000) $16 Shares 250 Est. Cost $65.92 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $16 Shares 23 Est. Cost $834.60 Unrealized -18.0%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $16 Shares 175 Est. Cost $89.60 Unrealized
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.0%
Value ($000) $16 Shares 223 Est. Cost $69.89 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $15 Shares 65 Est. Cost $245.53 Unrealized +1.7%
MRK MERCK & CO INC COM 0.0%
Value ($000) $15 Shares 153 Est. Cost $98.70 Unrealized -8.7%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $15 Shares 11 Est. Cost $1247.54 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $15 Shares 37 Est. Cost $410.43 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $15 Shares 72 Est. Cost $210.44 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value ($000) $15 Shares 361 Est. Cost $40.70 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $14 Shares 185 Est. Cost $77.67 Unrealized 0.0%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $14 Shares 160 Est. Cost $89.77 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $14 Shares 494 Est. Cost $24.88 Unrealized +7.3%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $13 Shares 54 Est. Cost $253.86 Unrealized -4.6%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $13 Shares 302 Est. Cost $42.83 Unrealized +1.9%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $13 Shares 168 Est. Cost $77.05 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $13 Shares 358 Est. Cost $35.65 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $13 Shares 128 Est. Cost $99.55 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $13 Shares 332 Est. Cost $38.18 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $63.09 Unrealized +3.0%
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $12 Shares 249 Est. Cost $49.00 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $12 Shares 290 Est. Cost $41.87 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $12 Shares 291 Est. Cost $41.45 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $12 Shares 685 Est. Cost $14.38 Unrealized +4.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $136.99 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $12 Shares 398 Est. Cost $29.56 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $12 Shares 23 Est. Cost $552.89 Unrealized -9.7%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $12 Shares 26 Est. Cost $428.22 Unrealized +30.5%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $11 Shares 30 Est. Cost $326.48 Unrealized +12.4%
WPC WP CAREY INC COM 0.0%
Value ($000) $11 Shares 210 Est. Cost $54.48 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $11 Shares 171 Est. Cost $65.59 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $11 Shares 101 Est. Cost $112.61 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $11 Shares 103 Est. Cost $106.55 Unrealized
BTOP BITWISE TRENDWISE BTC/ETH AND TREASURIES ROTATION STRATEGY ETF 0.0%
Value ($000) $11 Shares 304 Est. Cost $35.02 Unrealized
CSL CARLISLE COS INC COM 0.0%
Value ($000) $11 Shares 31 Est. Cost $353.77 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $10 Shares 47 Est. Cost $218.93 Unrealized 0.0%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $9 Shares 127 Est. Cost $74.49 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $9 Shares 115 Est. Cost $81.47 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $9 Shares 120 Est. Cost $80.17 Unrealized 0.0%
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.0%
Value ($000) $9 Shares 91 Est. Cost $102.27 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $9 Shares 52 Est. Cost $194.00 Unrealized 0.0%
QTWO Q2 HLDGS INC COM 0.0%
Value ($000) $9 Shares 90 Est. Cost $94.99 Unrealized -7.1%
QRVO QORVO INC COM 0.0%
Value ($000) $8 Shares 120 Est. Cost $80.06 Unrealized -4.9%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $8 Shares 247 Est. Cost $33.18 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $8 Shares 198 Est. Cost $41.33 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $8 Shares 256 Est. Cost $31.95 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.0%
Value ($000) $8 Shares 150 Est. Cost $54.03 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $8 Shares 113 Est. Cost $66.67 Unrealized +10.5%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $8 Shares 128 Est. Cost $61.72 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $8 Shares 135 Est. Cost $57.88 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $8 Shares 4 Est. Cost $1984.94 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $8 Shares 16 Est. Cost $466.00 Unrealized 0.0%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.53 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $7 Shares 82 Est. Cost $93.94 Unrealized +7.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $7 Shares 39 Est. Cost $190.87 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $7 Shares 32 Est. Cost $211.90 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $7 Shares 529 Est. Cost $13.63 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $7 Shares 60 Est. Cost $123.72 Unrealized -26.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $7 Shares 10 Est. Cost $693.10 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $74.39 Unrealized -11.6%
HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $7 Shares 270 Est. Cost $25.22 Unrealized
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value ($000) $7 Shares 222 Est. Cost $30.52 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 162 Est. Cost $41.37 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $249.56 Unrealized 0.0%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $6 Shares 61 Est. Cost $104.13 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.91 Unrealized -27.0%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $6 Shares 273 Est. Cost $23.04 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $85.75 Unrealized -4.1%
NMAX NEWSMAX INC COM SHS CLASS B 0.0%
Value ($000) $6 Shares 75 Est. Cost $83.51 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $6 Shares 43 Est. Cost $166.66 Unrealized 0.0%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $6 Shares 42 Est. Cost $148.38 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $6 Shares 27 Est. Cost $227.37 Unrealized 0.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $233.26 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $6 Shares 139 Est. Cost $41.39 Unrealized 0.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $6 Shares 23 Est. Cost $284.41 Unrealized 0.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $6 Shares 94 Est. Cost $62.31 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $6 Shares 42 Est. Cost $132.08 Unrealized 0.0%
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND 0.0%
Value ($000) $5 Shares 85 Est. Cost $64.64 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $5 Shares 108 Est. Cost $50.43 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $140.88 Unrealized -10.0%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $5 Shares 113 Est. Cost $47.86 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $5 Shares 40 Est. Cost $132.20 Unrealized
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $5 Shares 167 Est. Cost $31.49 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $5 Shares 219 Est. Cost $23.93 Unrealized
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $5 Shares 92 Est. Cost $56.26 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $5 Shares 515 Est. Cost $9.87 Unrealized -6.4%
CPRT COPART INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $56.28 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $5 Shares 21 Est. Cost $231.86 Unrealized 0.0%
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $5 Shares 296 Est. Cost $17.14 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $109.18 Unrealized +16.1%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $300.39 Unrealized 0.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $49.94 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value ($000) $5 Shares 97 Est. Cost $51.14 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 25 Est. Cost $197.48 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $5 Shares 22 Est. Cost $221.77 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $5 Shares 20 Est. Cost $243.15 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $186.79 Unrealized 0.0%
VRSN VERISIGN INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $225.24 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $245.29 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $87.04 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $5 Shares 259 Est. Cost $18.30 Unrealized
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.0%
Value ($000) $5 Shares 40 Est. Cost $116.22 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $5 Shares 135 Est. Cost $31.79 Unrealized -11.7%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 17 Est. Cost $257.00 Unrealized 0.0%
DASH DOORDASH INC CL A 0.0%
Value ($000) $5 Shares 25 Est. Cost $188.06 Unrealized 0.0%
BURL BURLINGTON STORES INC COM 0.0%
Value ($000) $5 Shares 19 Est. Cost $259.14 Unrealized 0.0%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $101.42 Unrealized 0.0%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 116 Est. Cost $38.64 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $4 Shares 57 Est. Cost $77.81 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $4 Shares 107 Est. Cost $40.33 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $4 Shares 37 Est. Cost $115.22 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $4 Shares 15 Est. Cost $341.70 Unrealized 0.0%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $4 Shares 83 Est. Cost $50.95 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $192.75 Unrealized 0.0%
MAGA POINT BRIDGE AMERICA FIRST ETF 0.0%
Value ($000) $4 Shares 82 Est. Cost $48.44 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 30 Est. Cost $132.23 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $320.06 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $216.97 Unrealized 0.0%
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 38 Est. Cost $101.74 Unrealized
SFY SOFI SELECT 500 ETF 0.0%
Value ($000) $4 Shares 35 Est. Cost $108.83 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $95.73 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $66.15 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $4 Shares 51 Est. Cost $74.53 Unrealized 0.0%
IONQ IONQ INC COM 0.0%
Value ($000) $4 Shares 86 Est. Cost $25.08 Unrealized +29.2%
VSMV VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF 0.0%
Value ($000) $3 Shares 71 Est. Cost $48.03 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $106.02 Unrealized -0.1%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $3 Shares 105 Est. Cost $30.10 Unrealized
DEED FIRST TRUST TCW SECURITIZED PLUS ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.68 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $105.85 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $3 Shares 68 Est. Cost $45.26 Unrealized
ALCO ALICO INC COM 0.0%
Value ($000) $3 Shares 103 Est. Cost $29.55 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.96 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $3 Shares 72 Est. Cost $39.41 Unrealized +11.1%
SAP SAP SE SPON ADR 0.0%
Value ($000) $3 Shares 11 Est. Cost $268.45 Unrealized
BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF 0.0%
Value ($000) $3 Shares 130 Est. Cost $22.44 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $270.64 Unrealized 0.0%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $3 Shares 13 Est. Cost $259.01 Unrealized 0.0%
DAYFORCE INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $64.45 Unrealized 0.0%
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.27 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $3 Shares 7 Est. Cost $357.69 Unrealized 0.0%
XPH SPDR S&P PHARMACEUTICALS ETF 0.0%
Value ($000) $3 Shares 60 Est. Cost $42.98 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 34 Est. Cost $73.50 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $2 Shares 59 Est. Cost $44.20 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $81.60 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2 Shares 28 Est. Cost $76.16 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $157.12 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $52.12 Unrealized 0.0%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $2 Shares 10 Est. Cost $240.27 Unrealized 0.0%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $2 Shares 7 Est. Cost $325.57 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $574.91 Unrealized 0.0%
FLJH FRANKLIN FTSE JAPAN HEDGED ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $31.34 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $102.84 Unrealized -1.4%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $80.67 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $313.31 Unrealized 0.0%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.08 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $302.06 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NEW COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $32.53 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 100 Est. Cost $23.78 Unrealized 0.0%
XPO XPO INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $127.10 Unrealized 0.0%
JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $60.47 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 183 Est. Cost $9.29 Unrealized +12.6%
ANSYS INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $316.50 Unrealized
MATX MATSON INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $143.36 Unrealized -5.6%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $199.81 Unrealized 0.0%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $2 Shares 23 Est. Cost $94.46 Unrealized 0.0%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $2 Shares 91 Est. Cost $22.49 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.55 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $100.53 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $151.84 Unrealized 0.0%
UAMY UNITED STATES ANTIMONY CORP COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.00 Unrealized +72.8%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $55.09 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $2 Shares 19 Est. Cost $87.41 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $2 Shares 14 Est. Cost $125.91 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 Shares 20 Est. Cost $84.84 Unrealized +1.2%
INARI MED INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $51.07 Unrealized
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $95.38 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $51.72 Unrealized +7.2%
SAIA SAIA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $434.95 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $199.43 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $311.89 Unrealized +11.6%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $42.97 Unrealized
AFRM AFFIRM HLDGS INC COM CL A 0.0%
Value ($000) $1 Shares 28 Est. Cost $59.25 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $51.03 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $182.23 Unrealized 0.0%
ABBV ABBVIE INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $177.41 Unrealized +6.8%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $1 Shares 7 Est. Cost $175.67 Unrealized +3.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $199.67 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $41.29 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $63.44 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $377.08 Unrealized 0.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 7 Est. Cost $151.40 Unrealized +3.3%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $263.86 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $73.62 Unrealized 0.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.88 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $222.56 Unrealized -5.9%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.20 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $64.48 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $1 Shares 3 Est. Cost $347.11 Unrealized -11.1%
ATI ATI INC COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $56.77 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $71.51 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $66.51 Unrealized +2.3%
PCG PG&E CORP COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $16.45 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $31.89 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $29.57 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $1 Shares 8 Est. Cost $111.50 Unrealized
INVA INNOVIVA INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.20 Unrealized -6.6%
EVRG EVERGY INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $59.13 Unrealized +6.8%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $276.08 Unrealized -0.6%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $43.38 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $198.41 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $85.29 Unrealized -5.0%
HUBB HUBBELL INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $439.65 Unrealized -13.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $69.42 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $1 Shares 22 Est. Cost $37.81 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $54.83 Unrealized 0.0%
EQIX EQUINIX INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $880.48 Unrealized 0.0%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $1 Shares 30 Est. Cost $25.28 Unrealized -4.7%
DHI D R HORTON INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $132.76 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.63 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $120.10 Unrealized 0.0%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $47.80 Unrealized
MHK MOHAWK INDS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $139.79 Unrealized -14.7%
PPL PPL CORP COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $31.71 Unrealized +3.8%
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $105.27 Unrealized 0.0%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $29.16 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $84.97 Unrealized +1.6%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $1 Shares 6 Est. Cost $112.66 Unrealized 0.0%
TOST TOAST INC CL A 0.0%
Value ($000) $1 Shares 19 Est. Cost $37.44 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $23.56 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.51 Unrealized -0.5%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $108.24 Unrealized 0.0%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $175.16 Unrealized +11.1%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $0 Shares 16 Est. Cost $31.19 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $118.43 Unrealized +4.4%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $133.97 Unrealized 0.0%
TFII TFI INTL INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $110.65 Unrealized 0.0%
DJTWW TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 0.0%
Value ($000) $0 Shares 20 Est. Cost $23.05 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $97.25 Unrealized -17.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $142.96 Unrealized 0.0%
TBPH THERAVANCE BIOPHARMA INC COM 0.0%
Value ($000) $0 Shares 42 Est. Cost $9.10 Unrealized +2.3%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $49.25 Unrealized -2.9%
INTC INTEL CORP COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $21.88 Unrealized 0.0%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $189.00 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $37.26 Unrealized +8.7%
MRNA MODERNA INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $47.80 Unrealized -25.8%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $381.74 Unrealized -7.8%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $58.37 Unrealized +2.1%
XHE SPDR S&P HEALTH CARE EQUIPMENT ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $88.50 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.96 Unrealized +15.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.26 Unrealized 0.0%
OSCR OSCAR HEALTH INC CL A 0.0%
Value ($000) $0 Shares 20 Est. Cost $16.10 Unrealized -7.8%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $51.75 Unrealized -5.7%
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $286.05 Unrealized +0.4%
FRO FRONTLINE PLC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.96 Unrealized -9.8%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $127.00 Unrealized
TROX TRONOX HOLDINGS PLC SHS 0.0%
Value ($000) $0 Shares 25 Est. Cost $12.17 Unrealized -29.3%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $31.07 Unrealized -0.1%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.39 Unrealized +1.0%
MAS MASCO CORP COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $78.41 Unrealized -6.1%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $192.45 Unrealized +10.6%
KR KROGER CO COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $57.34 Unrealized +8.6%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.23 Unrealized +9.7%
KEY KEYCORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.99 Unrealized -4.4%
ENPH ENPHASE ENERGY INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.35 Unrealized -20.3%
23ANDME HOLDING CO CL A NEW 0.0%
Value ($000) $0 Shares 36 Est. Cost $3.25 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.54 Unrealized -1.5%
GSL GLOBAL SHIP LEASE INC NEW COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $23.34 Unrealized -4.2%
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $4.91 Unrealized -3.7%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.00 Unrealized
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $3.97 Unrealized -55.7%
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $25.00 Unrealized
VAL/WS VALARIS LTD WT EXP 042928 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized
AINOS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $0.47 Unrealized
CENN CENNTRO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $1.21 Unrealized -16.9%
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized