GUARDIAN WEALTH ADVISORS, LLC / NC Diversified Active

CIK: 0001901403 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $536,552 (100.0% shares, 0.0% debt)

Holdings (352)

DRSK ETF SER SOLUTIONS 19.1%
Value ($000) $102,237 Shares 4,026,670 Est. Cost $26.93 Unrealized
ACIO ETF SER SOLUTIONS 12.6%
Value ($000) $67,634 Shares 2,406,913 Est. Cost $29.69 Unrealized
ADME ETF SER SOLUTIONS 9.8%
Value ($000) $52,730 Shares 1,582,523 Est. Cost $36.76 Unrealized
OSCV ETF SER SOLUTIONS 5.7%
Value ($000) $30,536 Shares 1,075,623 Est. Cost $30.22 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 3.4%
Value ($000) $18,327 Shares 275,931 Est. Cost $72.74 Unrealized
IDUB ETF SER SOLUTIONS 3.1%
Value ($000) $16,559 Shares 932,481 Est. Cost $20.96 Unrealized
INFL LISTED FD TR 3.0%
Value ($000) $16,028 Shares 575,943 Est. Cost $29.31 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 2.6%
Value ($000) $14,044 Shares 361,202 Est. Cost $41.15 Unrealized
COWZ PACER FDS TR 2.6%
Value ($000) $13,842 Shares 337,451 Est. Cost $43.26 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $11,992 Shares 86,776 Est. Cost $152.03 Unrealized +1.5%
SCHX SCHWAB STRATEGIC TR 2.1%
Value ($000) $11,423 Shares 269,737 Est. Cost $52.72 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $8,324 Shares 23,201 Est. Cost $362.44 Unrealized
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $7,514 Shares 22,787 Est. Cost $422.60 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $7,292 Shares 31,311 Est. Cost $299.75 Unrealized -14.3%
PROSHARES TR 1.2%
Value ($000) $6,510 Shares 376,708 Est. Cost $14.09 Unrealized
SPYM SPDR SER TR 1.2%
Value ($000) $6,504 Shares 154,891 Est. Cost $46.86 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $3,936 Shares 29,124 Est. Cost $143.46 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $3,552 Shares 31,432 Est. Cost $126.79 Unrealized -0.3%
GOOGL ALPHABET INC 0.6%
Value ($000) $3,393 Shares 35,476 Est. Cost $111.34 Unrealized -1.2%
TSLA TESLA INC 0.6%
Value ($000) $3,312 Shares 12,486 Est. Cost $286.55 Unrealized -2.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $3,212 Shares 62,689 Est. Cost $52.71 Unrealized
TFC TRUIST FINL CORP 0.5%
Value ($000) $2,697 Shares 61,933 Est. Cost $40.75 Unrealized -1.3%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $2,666 Shares 5,278 Est. Cost $440.68 Unrealized +12.3%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $2,327 Shares 19,172 Est. Cost $23.01 Unrealized -31.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,231 Shares 8,354 Est. Cost $313.72 Unrealized -9.3%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,216 Shares 17,551 Est. Cost $136.28 Unrealized -4.2%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,203 Shares 21,083 Est. Cost $128.63 Unrealized -17.9%
PFE PFIZER INC 0.4%
Value ($000) $2,134 Shares 48,763 Est. Cost $41.54 Unrealized -2.7%
EATON VANCE TAX-MANAGED DIVE 0.4%
Value ($000) $2,089 Shares 192,355 Est. Cost $11.33 Unrealized
DOG PROSHARES TR 0.3%
Value ($000) $1,839 Shares 47,611 Est. Cost $32.96 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,742 Shares 82,237 Est. Cost $21.37 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $1,737 Shares 68,537 Est. Cost $23.52 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,734 Shares 6,019 Est. Cost $352.31 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 0.3%
Value ($000) $1,697 Shares 68,939 Est. Cost $25.02 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,688 Shares 80,878 Est. Cost $21.40 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,636 Shares 3,685 Est. Cost $52.45 Unrealized -8.3%
HD HOME DEPOT INC 0.3%
Value ($000) $1,632 Shares 5,914 Est. Cost $323.16 Unrealized -16.2%
SPYD SPDR SER TR 0.3%
Value ($000) $1,606 Shares 45,287 Est. Cost $39.79 Unrealized
PIONEER NAT RES CO 0.3%
Value ($000) $1,547 Shares 7,143 Est. Cost $214.31 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,541 Shares 9,341 Est. Cost $213.93 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,519 Shares 9,299 Est. Cost $154.11 Unrealized -0.8%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.3%
Value ($000) $1,517 Shares 18,127 Est. Cost $113.63 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.3%
Value ($000) $1,474 Shares 222,670 Est. Cost $7.88 Unrealized
IWB ISHARES TR 0.3%
Value ($000) $1,466 Shares 7,429 Est. Cost $258.21 Unrealized
V VISA INC 0.3%
Value ($000) $1,438 Shares 8,096 Est. Cost $204.40 Unrealized -3.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,391 Shares 6,637 Est. Cost $228.43 Unrealized -2.4%
BUFT FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,381 Shares 76,310 Est. Cost $20.07 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $1,342 Shares 7,139 Est. Cost $245.19 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,265 Shares 3,913 Est. Cost $285.40 Unrealized +7.9%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,243 Shares 41,172 Est. Cost $36.61 Unrealized -16.5%
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,231 Shares 26,830 Est. Cost $47.74 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,213 Shares 9,350 Est. Cost $44.60 Unrealized -5.8%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $1,194 Shares 4,976 Est. Cost $213.01 Unrealized +8.9%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $1,188 Shares 8,191 Est. Cost $145.69 Unrealized +5.1%
INVESCO QUALITY MUN INCOME T 0.2%
Value ($000) $1,168 Shares 127,920 Est. Cost $10.21 Unrealized
AMLP ALPS ETF TR 0.2%
Value ($000) $1,139 Shares 31,153 Est. Cost $34.45 Unrealized
CHE CHEMED CORP NEW 0.2%
Value ($000) $1,119 Shares 2,563 Est. Cost $478.96 Unrealized -0.8%
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $1,118 Shares 3,110 Est. Cost $438.99 Unrealized -9.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,089 Shares 2,305 Est. Cost $490.17 Unrealized +1.6%
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,072 Shares 16,617 Est. Cost $71.85 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,030 Shares 20,535 Est. Cost $50.10 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,009 Shares 5,623 Est. Cost $227.20 Unrealized
SIXG ETF SER SOLUTIONS 0.2%
Value ($000) $994 Shares 34,865 Est. Cost $37.77 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $986 Shares 6,865 Est. Cost $117.23 Unrealized +13.3%
CPRT COPART INC 0.2%
Value ($000) $981 Shares 9,221 Est. Cost $32.35 Unrealized -8.0%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $965 Shares 13,530 Est. Cost $84.77 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $943 Shares 10,143 Est. Cost $95.25 Unrealized -1.3%
NXTG FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $914 Shares 16,412 Est. Cost $74.13 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $914 Shares 54,158 Est. Cost $18.84 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $868 Shares 6,469 Est. Cost $109.56 Unrealized +16.0%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $862 Shares 11,411 Est. Cost $94.24 Unrealized -9.5%
SO SOUTHERN CO 0.2%
Value ($000) $853 Shares 12,546 Est. Cost $61.19 Unrealized +9.4%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $829 Shares 3,014 Est. Cost $462.77 Unrealized -18.2%
LOW LOWES COS INC 0.1%
Value ($000) $800 Shares 4,260 Est. Cost $208.09 Unrealized -12.4%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $795 Shares 13,373 Est. Cost $59.79 Unrealized
OC OWENS CORNING NEW 0.1%
Value ($000) $786 Shares 10,000 Est. Cost $90.77 Unrealized -7.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $780 Shares 3,378 Est. Cost $228.05 Unrealized +3.6%
PEP PEPSICO INC 0.1%
Value ($000) $775 Shares 4,749 Est. Cost $144.83 Unrealized +6.6%
PHM PULTE GROUP INC 0.1%
Value ($000) $766 Shares 20,332 Est. Cost $40.72 Unrealized +0.2%
HSY HERSHEY CO 0.1%
Value ($000) $754 Shares 3,419 Est. Cost $185.29 Unrealized +10.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $752 Shares 8,608 Est. Cost $64.80 Unrealized +25.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $748 Shares 6,625 Est. Cost $138.87 Unrealized -8.5%
BNL BROADSTONE NET LEASE INC 0.1%
Value ($000) $747 Shares 47,304 Est. Cost $20.78 Unrealized
BAR GRANITESHARES GOLD TR 0.1%
Value ($000) $744 Shares 45,177 Est. Cost $17.90 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $739 Shares 12,231 Est. Cost $92.10 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $735 Shares 9,374 Est. Cost $73.52 Unrealized +4.9%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $665 Shares 8,950 Est. Cost $78.06 Unrealized
OILK PROSHARES TR 0.1%
Value ($000) $661 Shares 15,993 Est. Cost $46.11 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $643 Shares 11,397 Est. Cost $55.70 Unrealized +0.6%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $642 Shares 16,916 Est. Cost $39.12 Unrealized -8.6%
MRK MERCK & CO INC 0.1%
Value ($000) $639 Shares 7,356 Est. Cost $73.31 Unrealized +9.7%
MCK MCKESSON CORP 0.1%
Value ($000) $594 Shares 1,745 Est. Cost $271.23 Unrealized +25.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $584 Shares 1,994 Est. Cost $283.57 Unrealized +4.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $572 Shares 2,012 Est. Cost $336.79 Unrealized -3.4%
TGT TARGET CORP 0.1%
Value ($000) $567 Shares 3,819 Est. Cost $177.86 Unrealized -19.6%
ABT ABBOTT LABS 0.1%
Value ($000) $564 Shares 5,828 Est. Cost $114.72 Unrealized -12.8%
PULS PGIM ETF TR 0.1%
Value ($000) $539 Shares 10,983 Est. Cost $49.09 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $538 Shares 14,253 Est. Cost $71.45 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $532 Shares 8,562 Est. Cost $64.74 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $530 Shares 7,462 Est. Cost $51.16 Unrealized +21.8%
IXC ISHARES TR 0.1%
Value ($000) $503 Shares 15,100 Est. Cost $33.91 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $499 Shares 3,666 Est. Cost $164.67 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $491 Shares 5,825 Est. Cost $70.38 Unrealized +11.3%
MET METLIFE INC 0.1%
Value ($000) $486 Shares 7,990 Est. Cost $59.20 Unrealized -2.6%
RY ROYAL BK CDA 0.1%
Value ($000) $484 Shares 5,377 Est. Cost $102.27 Unrealized -6.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $482 Shares 5,057 Est. Cost $90.07 Unrealized -2.7%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $477 Shares 28,567 Est. Cost $20.21 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $477 Shares 4,966 Est. Cost $111.43 Unrealized -0.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $475 Shares 3,067 Est. Cost $151.00 Unrealized +0.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $473 Shares 932 Est. Cost $582.30 Unrealized -4.8%
CSCO CISCO SYS INC 0.1%
Value ($000) $471 Shares 11,771 Est. Cost $49.38 Unrealized -18.9%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $455 Shares 3,549 Est. Cost $149.13 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $443 Shares 2,020 Est. Cost $268.75 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $442 Shares 2,759 Est. Cost $149.40 Unrealized +4.8%
RODM LATTICE STRATEGIES TR 0.1%
Value ($000) $440 Shares 20,237 Est. Cost $24.90 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $437 Shares 2,703 Est. Cost $161.04 Unrealized -0.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $436 Shares 4,205 Est. Cost $81.14 Unrealized +8.7%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $431 Shares 5,109 Est. Cost $82.91 Unrealized -2.4%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $425 Shares 239 Est. Cost $156.06 Unrealized +19.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $417 Shares 2,551 Est. Cost $170.59 Unrealized +0.8%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $412 Shares 2,758 Est. Cost $168.42 Unrealized -15.7%
CSL CARLISLE COS INC 0.1%
Value ($000) $405 Shares 1,445 Est. Cost $240.47 Unrealized +14.5%
SNPS SYNOPSYS INC 0.1%
Value ($000) $371 Shares 1,214 Est. Cost $323.94 Unrealized +4.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $370 Shares 1,439 Est. Cost $342.48 Unrealized -19.8%
IEV ISHARES TR 0.1%
Value ($000) $368 Shares 9,758 Est. Cost $42.73 Unrealized
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $368 Shares 1,116 Est. Cost $302.10 Unrealized +6.6%
T AT&T INC 0.1%
Value ($000) $363 Shares 23,653 Est. Cost $15.50 Unrealized -2.7%
AMGN AMGEN INC 0.1%
Value ($000) $357 Shares 1,583 Est. Cost $195.98 Unrealized +11.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $355 Shares 2,877 Est. Cost $130.18 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $354 Shares 1,728 Est. Cost $280.15 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $352 Shares 911 Est. Cost $311.58 Unrealized +22.2%
BLACKROCK INC 0.1%
Value ($000) $350 Shares 636 Est. Cost $745.28 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $347 Shares 3,677 Est. Cost $107.59 Unrealized -2.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $340 Shares 1,813 Est. Cost $285.59 Unrealized -24.8%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $337 Shares 489 Est. Cost $611.44 Unrealized +2.4%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $334 Shares 30,956 Est. Cost $12.11 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $332 Shares 1,545 Est. Cost $222.20 Unrealized +3.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $320 Shares 3,465 Est. Cost $79.38 Unrealized +11.8%
CDW CDW CORP 0.1%
Value ($000) $319 Shares 2,046 Est. Cost $175.75 Unrealized -6.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $317 Shares 1,931 Est. Cost $189.98 Unrealized -9.4%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $316 Shares 24,659 Est. Cost $14.19 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $316 Shares 2,345 Est. Cost $156.90 Unrealized -7.6%
FVC FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $316 Shares 9,455 Est. Cost $37.80 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $315 Shares 8,340 Est. Cost $60.07 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $313 Shares 3,819 Est. Cost $87.07 Unrealized -3.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $305 Shares 1,054 Est. Cost $238.86 Unrealized +20.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $303 Shares 1,132 Est. Cost $343.51 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $299 Shares 4,082 Est. Cost $84.65 Unrealized -8.3%
INTC INTEL CORP 0.1%
Value ($000) $298 Shares 11,569 Est. Cost $44.50 Unrealized -27.4%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $297 Shares 6,490 Est. Cost $57.99 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $288 Shares 12,956 Est. Cost $23.32 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $288 Shares 4,543 Est. Cost $127.39 Unrealized -33.2%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $278 Shares 3,390 Est. Cost $138.01 Unrealized -32.3%
META META PLATFORMS INC 0.1%
Value ($000) $277 Shares 2,042 Est. Cost $329.69 Unrealized -51.2%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $275 Shares 1,285 Est. Cost $248.58 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $269 Shares 7,402 Est. Cost $39.54 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $265 Shares 5,553 Est. Cost $54.88 Unrealized
FBNC FIRST BANCORP N C 0.0%
Value ($000) $260 Shares 7,055 Est. Cost $34.20 Unrealized -0.8%
DEO DIAGEO PLC 0.0%
Value ($000) $252 Shares 1,468 Est. Cost $174.29 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $246 Shares 1,048 Est. Cost $220.88 Unrealized +2.5%
CRM SALESFORCE INC 0.0%
Value ($000) $245 Shares 1,701 Est. Cost $167.53 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $243 Shares 3,950 Est. Cost $58.32 Unrealized +4.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $242 Shares 4,387 Est. Cost $56.60 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $240 Shares 1,438 Est. Cost $183.90 Unrealized -11.8%
FNB F N B CORP 0.0%
Value ($000) $235 Shares 20,293 Est. Cost $10.41 Unrealized +1.1%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $233 Shares 1,363 Est. Cost $171.86 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $228 Shares 1,486 Est. Cost $161.81 Unrealized -5.9%
MUB ISHARES TR 0.0%
Value ($000) $227 Shares 2,217 Est. Cost $106.45 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $224 Shares 5,413 Est. Cost $33.06 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $222 Shares 1,300 Est. Cost $181.04 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $220 Shares 2,044 Est. Cost $104.31 Unrealized +14.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $216 Shares 2,412 Est. Cost $90.74 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $215 Shares 2,635 Est. Cost $80.78 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $215 Shares 1,772 Est. Cost $153.37 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $212 Shares 931 Est. Cost $202.51 Unrealized +8.2%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $211 Shares 2,476 Est. Cost $96.70 Unrealized -4.8%
WPC WP CAREY INC 0.0%
Value ($000) $210 Shares 2,960 Est. Cost $81.98 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $210 Shares 2,444 Est. Cost $81.47 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $210 Shares 5,125 Est. Cost $45.12 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $210 Shares 1,456 Est. Cost $146.07 Unrealized -2.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $208 Shares 5,862 Est. Cost $37.30 Unrealized +0.8%
USB US BANCORP DEL 0.0%
Value ($000) $206 Shares 5,060 Est. Cost $39.22 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $206 Shares 6,772 Est. Cost $39.04 Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.0%
Value ($000) $205 Shares 5,673 Est. Cost $35.08 Unrealized +6.3%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $205 Shares 3,416 Est. Cost $52.95 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $205 Shares 2,063 Est. Cost $86.91 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $205 Shares 1,722 Est. Cost $117.19 Unrealized -1.3%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $202 Shares 1,520 Est. Cost $135.29 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $201 Shares 3,606 Est. Cost $78.08 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $189 Shares 8,826 Est. Cost $25.72 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $182 Shares 4,738 Est. Cost $40.31 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $182 Shares 6,847 Est. Cost $32.23 Unrealized
KEY KEYCORP 0.0%
Value ($000) $176 Shares 10,973 Est. Cost $14.89 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $176 Shares 10,586 Est. Cost $14.77 Unrealized 0.0%
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $172 Shares 13,675 Est. Cost $13.67 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $156 Shares 1,289 Est. Cost $132.92 Unrealized
EUFN ISHARES TR 0.0%
Value ($000) $152 Shares 10,894 Est. Cost $18.91 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $144 Shares 2,497 Est. Cost $57.67 Unrealized
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $138 Shares 3,990 Est. Cost $35.45 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $135 Shares 3,770 Est. Cost $37.40 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $134 Shares 1,668 Est. Cost $90.98 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $131 Shares 1,682 Est. Cost $83.79 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $129 Shares 359 Est. Cost $447.73 Unrealized
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $128 Shares 20,013 Est. Cost $5.54 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $126 Shares 2,514 Est. Cost $52.20 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $122 Shares 6,092 Est. Cost $20.34 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $120 Shares 2,860 Est. Cost $46.74 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $114 Shares 582 Est. Cost $282.34 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $109 Shares 915 Est. Cost $122.57 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $102 Shares 7,072 Est. Cost $15.13 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $101 Shares 2,125 Est. Cost $49.25 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $94 Shares 44,399 Est. Cost $1.48 Unrealized +42.1%
PTBD PACER FDS TR 0.0%
Value ($000) $90 Shares 4,609 Est. Cost $26.93 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $89 Shares 1,351 Est. Cost $71.33 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $85 Shares 3,038 Est. Cost $32.62 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $85 Shares 1,571 Est. Cost $57.29 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $84 Shares 590 Est. Cost $183.24 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $83 Shares 758 Est. Cost $110.88 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $78 Shares 2,462 Est. Cost $32.90 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $75 Shares 1,122 Est. Cost $74.01 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $74 Shares 2,487 Est. Cost $31.77 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $71 Shares 657 Est. Cost $139.18 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $71 Shares 338 Est. Cost $253.91 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $68 Shares 924 Est. Cost $80.09 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $67 Shares 770 Est. Cost $114.34 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $63 Shares 1,076 Est. Cost $62.27 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $61 Shares 740 Est. Cost $105.33 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $61 Shares 487 Est. Cost $226.10 Unrealized
EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $60 Shares 2,000 Est. Cost $33.00 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $58 Shares 809 Est. Cost $59.92 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $56 Shares 2,508 Est. Cost $25.07 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $56 Shares 3,761 Est. Cost $21.00 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $55 Shares 912 Est. Cost $80.31 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $47 Shares 638 Est. Cost $73.67 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $47 Shares 1,200 Est. Cost $39.17 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $46.00 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $43 Shares 546 Est. Cost $78.75 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $42 Shares 626 Est. Cost $71.77 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $42 Shares 361 Est. Cost $116.34 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $41 Shares 614 Est. Cost $71.66 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $40 Shares 859 Est. Cost $47.73 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $40 Shares 526 Est. Cost $79.85 Unrealized
ETF SER SOLUTIONS 0.0%
Value ($000) $40 Shares 2,816 Est. Cost $21.15 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $39 Shares 406 Est. Cost $100.99 Unrealized
IQDG WISDOMTREE TR 0.0%
Value ($000) $39 Shares 1,475 Est. Cost $29.83 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $37 Shares 492 Est. Cost $77.07 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $37 Shares 837 Est. Cost $50.53 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 1,910 Est. Cost $20.94 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $36 Shares 2,119 Est. Cost $16.99 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $36 Shares 324 Est. Cost $120.86 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $34 Shares 471 Est. Cost $77.69 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $33 Shares 733 Est. Cost $46.59 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $32 Shares 269 Est. Cost $125.68 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $31 Shares 451 Est. Cost $90.40 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $30 Shares 670 Est. Cost $57.81 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $29 Shares 2,400 Est. Cost $12.08 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $28 Shares 110 Est. Cost $263.64 Unrealized
EMCB WISDOMTREE TR 0.0%
Value ($000) $28 Shares 475 Est. Cost $61.05 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $28 Shares 564 Est. Cost $61.56 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $27 Shares 174 Est. Cost $189.58 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $26 Shares 284 Est. Cost $114.75 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $25 Shares 708 Est. Cost $43.95 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $24 Shares 677 Est. Cost $45.09 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $23 Shares 322 Est. Cost $71.43 Unrealized
KANDI TECHNOLOGIES GROUP INC 0.0%
Value ($000) $22 Shares 10,500 Est. Cost $3.24 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 459 Est. Cost $47.93 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $21 Shares 1,778 Est. Cost $11.81 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $21 Shares 852 Est. Cost $28.17 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
SRVR PACER FDS TR 0.0%
Value ($000) $20 Shares 698 Est. Cost $42.98 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 110 Est. Cost $194.21 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $16 Shares 365 Est. Cost $47.42 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 317 Est. Cost $62.50 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 86 Est. Cost $254.90 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $15 Shares 312 Est. Cost $48.08 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $15 Shares 295 Est. Cost $82.79 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $14 Shares 237 Est. Cost $62.04 Unrealized
VEON LTD 0.0%
Value ($000) $14 Shares 45,000 Est. Cost $0.31 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $14 Shares 939 Est. Cost $15.44 Unrealized
EUDG WISDOMTREE TR 0.0%
Value ($000) $13 Shares 559 Est. Cost $26.83 Unrealized
SPDR SER TR 0.0%
Value ($000) $13 Shares 167 Est. Cost $80.78 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 97 Est. Cost $152.32 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $11 Shares 616 Est. Cost $21.10 Unrealized
PXE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 396 Est. Cost $25.74 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $11 Shares 133 Est. Cost $99.38 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $11 Shares 193 Est. Cost $56.99 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $10 Shares 511 Est. Cost $21.53 Unrealized
SEELOS THERAPEUTICS INC 0.0%
Value ($000) $10 Shares 10,154 Est. Cost $0.98 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 241 Est. Cost $45.64 Unrealized
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 164 Est. Cost $67.07 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $9 Shares 100 Est. Cost $100.00 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 341 Est. Cost $32.26 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $9 Shares 190 Est. Cost $52.63 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 215 Est. Cost $49.19 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 154 Est. Cost $51.95 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 100 Est. Cost $100.00 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $7 Shares 192 Est. Cost $41.67 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 150 Est. Cost $53.33 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $7 Shares 158 Est. Cost $50.63 Unrealized
ROKT SPDR SER TR 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $6 Shares 27 Est. Cost $222.22 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $6 Shares 56 Est. Cost $129.03 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $6 Shares 259 Est. Cost $31.96 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $6 Shares 181 Est. Cost $32.97 Unrealized
OUSA ALPS ETF TR 0.0%
Value ($000) $6 Shares 175 Est. Cost $40.00 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 40 Est. Cost $161.94 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $5 Shares 150 Est. Cost $32.22 Unrealized
IFV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $4 Shares 241 Est. Cost $16.60 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $4 Shares 20 Est. Cost $300.00 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $4 Shares 59 Est. Cost $67.80 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $4 Shares 90 Est. Cost $44.44 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
AGGY WISDOMTREE TR 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 136 Est. Cost $29.41 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 76 Est. Cost $47.37 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 132 Est. Cost $32.52 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $67.00 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $2 Shares 29 Est. Cost $106.67 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
FTHI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 128 Est. Cost $23.44 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
IXN ISHARES TR 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 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
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
BETZ LISTED FD TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
ICOW PACER FDS TR 0.0%
Value ($000) $1 Shares 23 Est. Cost $31.23 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.33 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.09 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $1 Shares 34 Est. Cost $30.03 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $30.30 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $105.47 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $1 Shares 14 Est. Cost $82.70 Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $1 Shares 20 Est. Cost $33.29 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $40.00 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
AOR ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.03 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $600.00 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $39.60 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TLT ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $132.81 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized