GUARDIAN WEALTH ADVISORS, LLC / NC Diversified Active

CIK: 0001901403 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $547,503 (100.0% shares, 0.0% debt)

Holdings (352)

DRSK ETF SER SOLUTIONS 20.0%
Value ($000) $109,567 Shares 4,167,625 Est. Cost $26.93 Unrealized
ACIO ETF SER SOLUTIONS 12.7%
Value ($000) $69,578 Shares 2,413,401 Est. Cost $29.69 Unrealized
ADME ETF SER SOLUTIONS 10.2%
Value ($000) $55,965 Shares 1,621,242 Est. Cost $36.76 Unrealized
OSCV ETF SER SOLUTIONS 5.6%
Value ($000) $30,408 Shares 1,054,737 Est. Cost $30.25 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 3.6%
Value ($000) $19,455 Shares 278,201 Est. Cost $72.74 Unrealized
IDUB ETF SER SOLUTIONS 3.5%
Value ($000) $18,932 Shares 943,750 Est. Cost $20.96 Unrealized
INFL LISTED FD TR 3.0%
Value ($000) $16,337 Shares 572,422 Est. Cost $29.31 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 2.6%
Value ($000) $14,150 Shares 345,793 Est. Cost $41.25 Unrealized
COWZ PACER FDS TR 2.5%
Value ($000) $13,954 Shares 323,977 Est. Cost $43.35 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $12,001 Shares 87,779 Est. Cost $152.03 Unrealized -2.2%
SCHX SCHWAB STRATEGIC TR 2.1%
Value ($000) $11,249 Shares 251,881 Est. Cost $53.45 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $7,985 Shares 31,091 Est. Cost $299.75 Unrealized -12.1%
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $7,766 Shares 22,295 Est. Cost $424.65 Unrealized
SPYM SPDR SER TR 1.2%
Value ($000) $6,727 Shares 151,705 Est. Cost $46.96 Unrealized
PROSHARES TR 1.1%
Value ($000) $6,232 Shares 377,692 Est. Cost $14.09 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $4,224 Shares 29,444 Est. Cost $143.46 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $3,855 Shares 1,769 Est. Cost $135.78 Unrealized -13.9%
AMZN AMAZON COM INC 0.6%
Value ($000) $3,107 Shares 29,254 Est. Cost $126.82 Unrealized -1.3%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $3,026 Shares 19,956 Est. Cost $23.01 Unrealized -18.1%
TFC TRUIST FINL CORP 0.5%
Value ($000) $2,764 Shares 58,279 Est. Cost $40.78 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $2,716 Shares 5,288 Est. Cost $440.68 Unrealized +6.9%
TSLA TESLA INC 0.5%
Value ($000) $2,690 Shares 3,995 Est. Cost $302.01 Unrealized -9.6%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $2,587 Shares 17,995 Est. Cost $136.28 Unrealized +0.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,295 Shares 8,405 Est. Cost $313.72 Unrealized 0.0%
PFE PFIZER INC 0.4%
Value ($000) $2,265 Shares 43,198 Est. Cost $41.68 Unrealized +0.8%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,207 Shares 19,601 Est. Cost $130.37 Unrealized -13.3%
EATON VANCE TAX-MANAGED DIVE 0.4%
Value ($000) $2,178 Shares 192,219 Est. Cost $11.33 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,864 Shares 6,043 Est. Cost $352.31 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $1,839 Shares 68,735 Est. Cost $23.52 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,758 Shares 3,618 Est. Cost $52.54 Unrealized -0.3%
SPYD SPDR SER TR 0.3%
Value ($000) $1,755 Shares 43,965 Est. Cost $39.92 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,749 Shares 82,528 Est. Cost $21.37 Unrealized
DOG PROSHARES TR 0.3%
Value ($000) $1,729 Shares 47,749 Est. Cost $32.96 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 0.3%
Value ($000) $1,706 Shares 69,195 Est. Cost $25.02 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,701 Shares 81,173 Est. Cost $21.40 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,654 Shares 9,764 Est. Cost $213.93 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,634 Shares 5,957 Est. Cost $323.16 Unrealized -16.8%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,622 Shares 9,135 Est. Cost $154.13 Unrealized +3.8%
PIONEER NAT RES CO 0.3%
Value ($000) $1,573 Shares 7,050 Est. Cost $214.28 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $1,557 Shares 17,827 Est. Cost $114.14 Unrealized
IWB ISHARES TR 0.3%
Value ($000) $1,551 Shares 7,463 Est. Cost $258.21 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,547 Shares 83,402 Est. Cost $20.07 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.3%
Value ($000) $1,540 Shares 223,185 Est. Cost $7.88 Unrealized
V VISA INC 0.3%
Value ($000) $1,531 Shares 7,776 Est. Cost $204.65 Unrealized -1.8%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,330 Shares 7,049 Est. Cost $227.20 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,315 Shares 6,675 Est. Cost $249.17 Unrealized
INVESCO QUALITY MUN INCOME T 0.2%
Value ($000) $1,306 Shares 127,920 Est. Cost $10.21 Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $1,253 Shares 5,106 Est. Cost $213.01 Unrealized +2.8%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1,240 Shares 3,143 Est. Cost $438.99 Unrealized -3.2%
CHE CHEMED CORP NEW 0.2%
Value ($000) $1,227 Shares 2,613 Est. Cost $478.96 Unrealized +0.6%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,216 Shares 21,925 Est. Cost $55.46 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $1,195 Shares 8,346 Est. Cost $145.69 Unrealized -6.5%
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,170 Shares 16,686 Est. Cost $71.85 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $1,164 Shares 16,325 Est. Cost $61.19 Unrealized +5.1%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,149 Shares 36,914 Est. Cost $37.31 Unrealized -12.3%
ABBV ABBVIE INC 0.2%
Value ($000) $1,117 Shares 7,295 Est. Cost $109.56 Unrealized +22.4%
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,112 Shares 23,147 Est. Cost $48.04 Unrealized
SIXG ETF SER SOLUTIONS 0.2%
Value ($000) $1,106 Shares 35,107 Est. Cost $37.77 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,081 Shares 8,894 Est. Cost $44.73 Unrealized -1.6%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,079 Shares 14,335 Est. Cost $84.77 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $1,078 Shares 31,296 Est. Cost $34.45 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,057 Shares 16,406 Est. Cost $74.13 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $1,041 Shares 11,353 Est. Cost $94.24 Unrealized -3.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,020 Shares 2,129 Est. Cost $489.52 Unrealized -0.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,019 Shares 2,785 Est. Cost $469.71 Unrealized -13.4%
CPRT COPART INC 0.2%
Value ($000) $1,018 Shares 9,373 Est. Cost $32.35 Unrealized -12.0%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $989 Shares 9,222 Est. Cost $95.38 Unrealized 0.0%
BNL BROADSTONE NET LEASE INC 0.2%
Value ($000) $983 Shares 47,304 Est. Cost $20.78 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $977 Shares 19,504 Est. Cost $50.09 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $948 Shares 2,925 Est. Cost $277.74 Unrealized +4.7%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $934 Shares 6,451 Est. Cost $116.23 Unrealized +22.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $865 Shares 6,775 Est. Cost $138.87 Unrealized -10.1%
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $849 Shares 14,278 Est. Cost $59.79 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $820 Shares 10,753 Est. Cost $78.06 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $806 Shares 12,231 Est. Cost $92.10 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $806 Shares 45,668 Est. Cost $19.21 Unrealized
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $803 Shares 44,862 Est. Cost $17.90 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $788 Shares 4,730 Est. Cost $144.83 Unrealized +3.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $784 Shares 3,175 Est. Cost $227.52 Unrealized -0.5%
PHM PULTE GROUP INC 0.1%
Value ($000) $759 Shares 19,078 Est. Cost $40.72 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $754 Shares 9,730 Est. Cost $73.52 Unrealized -6.4%
LOW LOWES COS INC 0.1%
Value ($000) $753 Shares 4,309 Est. Cost $208.09 Unrealized -13.7%
OC OWENS CORNING NEW 0.1%
Value ($000) $743 Shares 10,000 Est. Cost $90.77 Unrealized -2.7%
KO COCA COLA CO 0.1%
Value ($000) $718 Shares 11,327 Est. Cost $55.70 Unrealized +1.9%
HSY HERSHEY CO 0.1%
Value ($000) $704 Shares 3,271 Est. Cost $184.39 Unrealized +7.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $691 Shares 8,067 Est. Cost $63.69 Unrealized +24.9%
MRK MERCK & CO INC 0.1%
Value ($000) $678 Shares 7,381 Est. Cost $73.31 Unrealized +8.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $644 Shares 8,305 Est. Cost $51.16 Unrealized +27.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $639 Shares 2,811 Est. Cost $236.03 Unrealized -4.0%
ARKK ARK ETF TR 0.1%
Value ($000) $620 Shares 15,542 Est. Cost $71.45 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $604 Shares 1,594 Est. Cost $447.73 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $590 Shares 1,988 Est. Cost $283.57 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $590 Shares 1,870 Est. Cost $337.67 Unrealized -0.1%
IVOL KRANESHARES TR 0.1%
Value ($000) $588 Shares 23,186 Est. Cost $25.36 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $583 Shares 1,785 Est. Cost $271.23 Unrealized +15.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $577 Shares 11,377 Est. Cost $40.75 Unrealized -1.6%
ABT ABBOTT LABS 0.1%
Value ($000) $576 Shares 5,299 Est. Cost $116.18 Unrealized -8.7%
IWR ISHARES TR 0.1%
Value ($000) $567 Shares 8,774 Est. Cost $64.74 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $563 Shares 10,912 Est. Cost $57.99 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $556 Shares 3,938 Est. Cost $177.86 Unrealized -4.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $551 Shares 1,013 Est. Cost $582.30 Unrealized -6.5%
IWD ISHARES TR 0.1%
Value ($000) $534 Shares 3,684 Est. Cost $164.67 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $521 Shares 5,377 Est. Cost $102.27 Unrealized 0.0%
IXC ISHARES TR 0.1%
Value ($000) $512 Shares 15,100 Est. Cost $33.91 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $511 Shares 1,842 Est. Cost $342.48 Unrealized -16.9%
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $504 Shares 20,237 Est. Cost $24.90 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $503 Shares 2,222 Est. Cost $268.75 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $497 Shares 28,861 Est. Cost $20.21 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $483 Shares 9,839 Est. Cost $49.09 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $480 Shares 2,977 Est. Cost $329.69 Unrealized -41.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $475 Shares 2,601 Est. Cost $161.06 Unrealized -4.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $458 Shares 5,990 Est. Cost $70.38 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $456 Shares 2,971 Est. Cost $150.98 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $451 Shares 206 Est. Cost $125.15 Unrealized -6.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $450 Shares 10,557 Est. Cost $50.45 Unrealized -15.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $447 Shares 2,831 Est. Cost $168.42 Unrealized -13.6%
T AT&T INC 0.1%
Value ($000) $445 Shares 21,250 Est. Cost $15.55 Unrealized +4.9%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $440 Shares 1,877 Est. Cost $280.15 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $439 Shares 1,022 Est. Cost $311.58 Unrealized +27.7%
INTC INTEL CORP 0.1%
Value ($000) $428 Shares 11,432 Est. Cost $44.65 Unrealized -9.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $422 Shares 2,758 Est. Cost $149.40 Unrealized -1.0%
IEV ISHARES TR 0.1%
Value ($000) $417 Shares 9,758 Est. Cost $42.73 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $398 Shares 1,549 Est. Cost $222.20 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $392 Shares 2,614 Est. Cost $170.59 Unrealized -11.5%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $376 Shares 3,760 Est. Cost $83.62 Unrealized +2.1%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $375 Shares 30,956 Est. Cost $12.11 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $372 Shares 1,529 Est. Cost $195.21 Unrealized +12.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $370 Shares 1,844 Est. Cost $285.59 Unrealized -17.9%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $368 Shares 4,808 Est. Cost $127.39 Unrealized -26.5%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $356 Shares 239 Est. Cost $156.06 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $351 Shares 24,730 Est. Cost $14.19 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $343 Shares 3,704 Est. Cost $90.96 Unrealized -5.6%
FVC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $341 Shares 10,060 Est. Cost $37.80 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $340 Shares 4,278 Est. Cost $84.65 Unrealized -3.3%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $335 Shares 2,497 Est. Cost $157.94 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $335 Shares 8,601 Est. Cost $60.07 Unrealized
MET METLIFE INC 0.1%
Value ($000) $333 Shares 5,306 Est. Cost $59.99 Unrealized -1.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $328 Shares 3,625 Est. Cost $80.02 Unrealized +12.4%
CSL CARLISLE COS INC 0.1%
Value ($000) $328 Shares 1,374 Est. Cost $238.67 Unrealized 0.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $326 Shares 1,074 Est. Cost $322.03 Unrealized -6.3%
OILK PROSHARES TR 0.1%
Value ($000) $326 Shares 6,037 Est. Cost $54.00 Unrealized
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $321 Shares 1,148 Est. Cost $302.10 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $313 Shares 3,465 Est. Cost $79.38 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $309 Shares 1,099 Est. Cost $345.78 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $309 Shares 2,223 Est. Cost $157.56 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $302 Shares 3,322 Est. Cost $138.92 Unrealized -23.6%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $301 Shares 12,908 Est. Cost $23.32 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $296 Shares 501 Est. Cost $611.44 Unrealized +5.7%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $293 Shares 5,905 Est. Cost $54.88 Unrealized
CDW CDW CORP 0.1%
Value ($000) $292 Shares 1,855 Est. Cost $176.94 Unrealized -9.3%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $288 Shares 1,022 Est. Cost $237.33 Unrealized +12.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $284 Shares 746 Est. Cost $472.83 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $280 Shares 3,332 Est. Cost $81.98 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $275 Shares 9,524 Est. Cost $34.37 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $273 Shares 1,619 Est. Cost $146.07 Unrealized +2.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $271 Shares 2,875 Est. Cost $108.44 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $266 Shares 621 Est. Cost $696.41 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $264 Shares 1,476 Est. Cost $195.46 Unrealized +0.9%
DEO DIAGEO PLC 0.0%
Value ($000) $259 Shares 1,486 Est. Cost $174.29 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $254 Shares 1,048 Est. Cost $220.88 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $253 Shares 2,636 Est. Cost $88.52 Unrealized 0.0%
FBNC FIRST BANCORP N C 0.0%
Value ($000) $253 Shares 7,199 Est. Cost $34.20 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $251 Shares 1,486 Est. Cost $161.81 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $251 Shares 412 Est. Cost $851.28 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $250 Shares 5,371 Est. Cost $57.81 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $240 Shares 2,586 Est. Cost $96.70 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $237 Shares 1,365 Est. Cost $185.07 Unrealized -10.1%
MUB ISHARES TR 0.0%
Value ($000) $236 Shares 2,217 Est. Cost $106.45 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $233 Shares 7,400 Est. Cost $39.04 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $232 Shares 2,550 Est. Cost $90.98 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $230 Shares 5,520 Est. Cost $41.67 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $228 Shares 2,721 Est. Cost $83.79 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $228 Shares 2,288 Est. Cost $82.23 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $227 Shares 2,161 Est. Cost $104.31 Unrealized +22.6%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $223 Shares 5,375 Est. Cost $45.12 Unrealized
FNB F N B CORP 0.0%
Value ($000) $220 Shares 20,293 Est. Cost $10.41 Unrealized -1.4%
EMQQ EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $218 Shares 6,747 Est. Cost $32.31 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $216 Shares 3,652 Est. Cost $58.13 Unrealized 0.0%
AADR ADVISORSHARES TR 0.0%
Value ($000) $216 Shares 4,454 Est. Cost $64.07 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $215 Shares 1,925 Est. Cost $240.91 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $214 Shares 5,238 Est. Cost $40.86 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $209 Shares 3,611 Est. Cost $78.08 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $205 Shares 5,734 Est. Cost $37.29 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $203 Shares 1,437 Est. Cost $117.50 Unrealized 0.0%
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $201 Shares 5,673 Est. Cost $35.08 Unrealized 0.0%
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $201 Shares 8,826 Est. Cost $25.72 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $200 Shares 946 Est. Cost $202.51 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $200 Shares 2,368 Est. Cost $84.46 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $191 Shares 4,738 Est. Cost $40.31 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $187 Shares 13,675 Est. Cost $13.67 Unrealized
EUFN ISHARES TR 0.0%
Value ($000) $179 Shares 11,249 Est. Cost $18.91 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $158 Shares 1,232 Est. Cost $133.47 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $155 Shares 3,517 Est. Cost $46.74 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $143 Shares 1,084 Est. Cost $141.40 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $141 Shares 3,770 Est. Cost $37.40 Unrealized
PTBD PACER FDS TR 0.0%
Value ($000) $131 Shares 6,082 Est. Cost $26.93 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $123 Shares 1,599 Est. Cost $77.07 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $122 Shares 2,330 Est. Cost $52.36 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $115 Shares 584 Est. Cost $282.34 Unrealized
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $113 Shares 20,393 Est. Cost $5.54 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $104 Shares 1,126 Est. Cost $114.34 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $104 Shares 759 Est. Cost $183.24 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $102 Shares 459 Est. Cost $310.79 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $97 Shares 1,380 Est. Cost $71.33 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $95 Shares 6,238 Est. Cost $15.23 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $93 Shares 1,439 Est. Cost $82.70 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $90 Shares 1,571 Est. Cost $57.29 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $89 Shares 1,850 Est. Cost $49.51 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $83 Shares 757 Est. Cost $110.88 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $81 Shares 2,462 Est. Cost $32.90 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $80 Shares 2,541 Est. Cost $33.52 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $80 Shares 1,104 Est. Cost $74.12 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $79 Shares 2,487 Est. Cost $31.77 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $79 Shares 667 Est. Cost $139.18 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $74 Shares 338 Est. Cost $253.91 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $74 Shares 924 Est. Cost $80.09 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $74 Shares 1,034 Est. Cost $59.92 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $73 Shares 573 Est. Cost $226.10 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $72 Shares 3,500 Est. Cost $20.57 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $67 Shares 536 Est. Cost $125.00 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $67 Shares 1,076 Est. Cost $62.27 Unrealized
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $33.00 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $65 Shares 740 Est. Cost $105.33 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $63 Shares 1,576 Est. Cost $45.09 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $62 Shares 771 Est. Cost $80.42 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $61 Shares 3,697 Est. Cost $21.11 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $60 Shares 2,122 Est. Cost $34.94 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $60 Shares 836 Est. Cost $71.77 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $59 Shares 44,399 Est. Cost $1.48 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $57 Shares 908 Est. Cost $80.31 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $56 Shares 622 Est. Cost $90.03 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $55 Shares 2,155 Est. Cost $25.52 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $54 Shares 728 Est. Cost $90.40 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $51 Shares 1,456 Est. Cost $41.59 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $44 Shares 614 Est. Cost $71.66 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $44 Shares 1,465 Est. Cost $30.03 Unrealized
IQDG WISDOMTREE TR 0.0%
Value ($000) $44 Shares 1,475 Est. Cost $29.83 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $43 Shares 546 Est. Cost $78.75 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $43 Shares 191 Est. Cost $225.13 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $42 Shares 837 Est. Cost $50.53 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $42 Shares 238 Est. Cost $226.89 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $42 Shares 2,785 Est. Cost $21.23 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $42 Shares 361 Est. Cost $116.34 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $42 Shares 526 Est. Cost $79.85 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $41 Shares 859 Est. Cost $47.73 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $41 Shares 406 Est. Cost $100.99 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $39 Shares 1,910 Est. Cost $20.94 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $39 Shares 341 Est. Cost $129.03 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $39 Shares 382 Est. Cost $103.42 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $37 Shares 597 Est. Cost $67.00 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $32 Shares 895 Est. Cost $43.95 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $31 Shares 564 Est. Cost $61.56 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $30 Shares 251 Est. Cost $123.70 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 237 Est. Cost $126.58 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 110 Est. Cost $263.64 Unrealized
EMCB WISDOMTREE TR 0.0%
Value ($000) $29 Shares 475 Est. Cost $61.05 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $28 Shares 352 Est. Cost $79.55 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $27 Shares 1,121 Est. Cost $24.09 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 153 Est. Cost $254.90 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $26 Shares 255 Est. Cost $117.39 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $26 Shares 174 Est. Cost $189.58 Unrealized
KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $25 Shares 10,500 Est. Cost $3.24 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $24 Shares 698 Est. Cost $42.98 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $24 Shares 248 Est. Cost $92.74 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $24 Shares 852 Est. Cost $28.17 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $21 Shares 1,778 Est. Cost $11.81 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $21 Shares 1,088 Est. Cost $19.30 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $20 Shares 277 Est. Cost $72.20 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $20 Shares 151 Est. Cost $152.32 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 110 Est. Cost $194.21 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $19 Shares 355 Est. Cost $82.79 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $17 Shares 352 Est. Cost $48.30 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $16 Shares 365 Est. Cost $47.42 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $16 Shares 50 Est. Cost $456.25 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $16 Shares 440 Est. Cost $42.41 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 317 Est. Cost $62.50 Unrealized
ICOW PACER FDS TR 0.0%
Value ($000) $15 Shares 567 Est. Cost $31.23 Unrealized
EUDG WISDOMTREE TR 0.0%
Value ($000) $15 Shares 559 Est. Cost $26.83 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $14 Shares 298 Est. Cost $58.51 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $13 Shares 616 Est. Cost $21.10 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 256 Est. Cost $50.78 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 241 Est. Cost $45.64 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 341 Est. Cost $32.26 Unrealized
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 164 Est. Cost $67.07 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $11 Shares 412 Est. Cost $29.91 Unrealized
SPDR SER TR 0.0%
Value ($000) $11 Shares 135 Est. Cost $81.48 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 511 Est. Cost $21.53 Unrealized
WDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $10 Shares 156 Est. Cost $64.10 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $10 Shares 190 Est. Cost $52.63 Unrealized
PXE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 389 Est. Cost $25.71 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $9 Shares 147 Est. Cost $63.86 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $9 Shares 53 Est. Cost $169.81 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 215 Est. Cost $49.19 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 190 Est. Cost $47.37 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 154 Est. Cost $51.95 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $8 Shares 192 Est. Cost $41.67 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $8 Shares 158 Est. Cost $50.63 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 100 Est. Cost $100.00 Unrealized
OUSA ALPS ETF TR 0.0%
Value ($000) $7 Shares 175 Est. Cost $40.00 Unrealized
ROKT SPDR SER TR 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $7 Shares 203 Est. Cost $33.29 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $6 Shares 82 Est. Cost $109.76 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $6 Shares 27 Est. Cost $222.22 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $6 Shares 198 Est. Cost $30.30 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $6 Shares 182 Est. Cost $32.97 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $6 Shares 259 Est. Cost $31.96 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $5 Shares 302 Est. Cost $16.56 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $5 Shares 51 Est. Cost $117.65 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 40 Est. Cost $161.94 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $5 Shares 43 Est. Cost $139.53 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 106 Est. Cost $47.17 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $4 Shares 59 Est. Cost $67.80 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $4 Shares 101 Est. Cost $39.60 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.00 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $4 Shares 43 Est. Cost $93.02 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $4 Shares 90 Est. Cost $44.44 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $4 Shares 20 Est. Cost $300.00 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $4 Shares 32 Est. Cost $132.81 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 136 Est. Cost $29.41 Unrealized
KWEB KRANESHARES TR 0.0%
Value ($000) $4 Shares 113 Est. Cost $35.40 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
IFV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 241 Est. Cost $16.60 Unrealized
FTHI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 128 Est. Cost $23.44 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 132 Est. Cost $32.52 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $3 Shares 32 Est. Cost $105.47 Unrealized
AGGY WISDOMTREE TR 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $2 Shares 29 Est. Cost $106.67 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 41 Est. Cost $64.52 Unrealized
INDS PACER FDS TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $59.32 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $200.00 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
BETZ LISTED FD TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 32 Est. Cost $31.25 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
AOR ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $600.00 Unrealized