MTM Investment Management, LLC Diversified Active

CIK: 0001831416 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 25, 2024

Total Value ($000): $242,408 (100.0% shares, 0.0% debt)

Holdings (287)

LOW LOWES COS INC 4.7%
Value ($000) $11,285 Shares 44,302 Est. Cost $149.89 Unrealized +48.1%
AAPL APPLE INC 3.7%
Value ($000) $8,969 Shares 52,306 Est. Cost $117.01 Unrealized +54.1%
LLY ELI LILLY & CO 3.5%
Value ($000) $8,591 Shares 11,043 Est. Cost $142.60 Unrealized +392.6%
MSFT MICROSOFT CORP 3.4%
Value ($000) $8,176 Shares 19,434 Est. Cost $212.57 Unrealized +87.8%
MCK MCKESSON CORP 2.7%
Value ($000) $6,441 Shares 11,997 Est. Cost $161.42 Unrealized +211.9%
JPM JPMORGAN CHASE & CO 2.4%
Value ($000) $5,883 Shares 29,373 Est. Cost $100.82 Unrealized +72.2%
KMI KINDER MORGAN INC DEL 2.3%
Value ($000) $5,547 Shares 302,441 Est. Cost $12.12 Unrealized +31.8%
DIVO AMPLIFY ETF TR 2.2%
Value ($000) $5,338 Shares 137,300 Est. Cost $35.81 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $4,842 Shares 9,258 Est. Cost $379.53 Unrealized
CVX CHEVRON CORP NEW 1.8%
Value ($000) $4,445 Shares 28,177 Est. Cost $72.57 Unrealized +91.6%
TCAF T ROWE PRICE ETF INC 1.8%
Value ($000) $4,320 Shares 142,916 Est. Cost $25.09 Unrealized
IWF ISHARES TR 1.7%
Value ($000) $4,101 Shares 12,166 Est. Cost $221.94 Unrealized
KO COCA COLA CO 1.5%
Value ($000) $3,711 Shares 60,657 Est. Cost $44.26 Unrealized +28.1%
CALF PACER FDS TR 1.5%
Value ($000) $3,672 Shares 74,695 Est. Cost $42.87 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 1.4%
Value ($000) $3,359 Shares 36,029 Est. Cost $89.31 Unrealized
XOM EXXON MOBIL CORP 1.4%
Value ($000) $3,301 Shares 28,394 Est. Cost $30.36 Unrealized +223.1%
PDP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $3,255 Shares 32,956 Est. Cost $87.75 Unrealized
CBSH COMMERCE BANCSHARES INC 1.3%
Value ($000) $3,199 Shares 60,130 Est. Cost $48.42 Unrealized -5.4%
SO SOUTHERN CO 1.3%
Value ($000) $3,149 Shares 43,889 Est. Cost $49.59 Unrealized +30.6%
XLV SELECT SECTOR SPDR TR 1.3%
Value ($000) $3,127 Shares 21,168 Est. Cost $117.71 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $2,981 Shares 4,069 Est. Cost $352.70 Unrealized +100.4%
QTEC FIRST TR NASDAQ 100 TECH IND 1.2%
Value ($000) $2,969 Shares 15,569 Est. Cost $138.06 Unrealized
CSX CSX CORP 1.1%
Value ($000) $2,587 Shares 69,790 Est. Cost $29.58 Unrealized +19.9%
HD HOME DEPOT INC 1.0%
Value ($000) $2,536 Shares 6,610 Est. Cost $256.93 Unrealized +35.7%
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $2,377 Shares 14,033 Est. Cost $146.19 Unrealized
AVGO BROADCOM INC 1.0%
Value ($000) $2,348 Shares 1,771 Est. Cost $45.58 Unrealized +165.9%
FXL FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $2,203 Shares 16,342 Est. Cost $111.84 Unrealized
NSC NORFOLK SOUTHN CORP 0.9%
Value ($000) $2,198 Shares 8,622 Est. Cost $204.75 Unrealized +16.1%
FISV FISERV INC 0.9%
Value ($000) $2,149 Shares 13,445 Est. Cost $97.17 Unrealized +49.9%
RDVY FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,065 Shares 36,769 Est. Cost $44.35 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,991 Shares 9,559 Est. Cost $129.79 Unrealized
BAC BANK AMERICA CORP 0.8%
Value ($000) $1,952 Shares 51,475 Est. Cost $23.75 Unrealized +38.1%
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $1,911 Shares 12,079 Est. Cost $128.70 Unrealized +16.7%
FXR FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,900 Shares 26,035 Est. Cost $51.18 Unrealized
CSCO CISCO SYS INC 0.8%
Value ($000) $1,898 Shares 38,034 Est. Cost $37.60 Unrealized +25.6%
WMT WALMART INC 0.8%
Value ($000) $1,894 Shares 31,477 Est. Cost $52.43 Unrealized +6.9%
MRK MERCK & CO INC 0.8%
Value ($000) $1,827 Shares 13,848 Est. Cost $77.00 Unrealized +50.3%
COWZ PACER FDS TR 0.7%
Value ($000) $1,808 Shares 31,112 Est. Cost $46.18 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,793 Shares 8,742 Est. Cost $212.24 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $1,770 Shares 9,813 Est. Cost $122.19 Unrealized +36.6%
TJX TJX COS INC NEW 0.7%
Value ($000) $1,741 Shares 17,168 Est. Cost $60.56 Unrealized +56.2%
MSTR MICROSTRATEGY INC 0.7%
Value ($000) $1,723 Shares 1,011 Est. Cost $26.07 Unrealized +249.7%
UNP UNION PAC CORP 0.7%
Value ($000) $1,586 Shares 6,450 Est. Cost $187.72 Unrealized +25.5%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,583 Shares 37,583 Est. Cost $30.35 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,541 Shares 28,410 Est. Cost $50.45 Unrealized -8.5%
ETN EATON CORP PLC 0.6%
Value ($000) $1,524 Shares 4,873 Est. Cost $146.58 Unrealized +82.6%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,390 Shares 8,566 Est. Cost $125.78 Unrealized +19.1%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,387 Shares 14,341 Est. Cost $79.15 Unrealized +11.8%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.6%
Value ($000) $1,382 Shares 58,267 Est. Cost $23.65 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,377 Shares 19,770 Est. Cost $48.58 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.6%
Value ($000) $1,371 Shares 18,130 Est. Cost $65.72 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,325 Shares 7,569 Est. Cost $125.05 Unrealized +25.8%
IGLD FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,313 Shares 66,680 Est. Cost $20.04 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,223 Shares 20,507 Est. Cost $60.03 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $1,220 Shares 5,723 Est. Cost $110.48 Unrealized +72.9%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,215 Shares 5,920 Est. Cost $172.45 Unrealized +4.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,201 Shares 2,856 Est. Cost $316.22 Unrealized +24.4%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,185 Shares 6,804 Est. Cost $138.01 Unrealized +14.4%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $1,162 Shares 5,883 Est. Cost $197.58 Unrealized -5.8%
FYC FIRST TR EXCHANGE-TRADED ALP 0.5%
Value ($000) $1,161 Shares 17,667 Est. Cost $62.78 Unrealized
GE GENERAL ELECTRIC CO 0.5%
Value ($000) $1,159 Shares 6,600 Est. Cost $62.24 Unrealized +87.0%
INTC INTEL CORP 0.5%
Value ($000) $1,106 Shares 25,041 Est. Cost $43.88 Unrealized +0.4%
GOOG ALPHABET INC 0.4%
Value ($000) $1,071 Shares 7,034 Est. Cost $112.53 Unrealized +27.3%
RDVI FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,048 Shares 42,812 Est. Cost $21.95 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,047 Shares 13,709 Est. Cost $67.44 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $984 Shares 26,995 Est. Cost $30.77 Unrealized
WMB WILLIAMS COS INC 0.4%
Value ($000) $979 Shares 25,133 Est. Cost $18.11 Unrealized +82.1%
FIW FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $978 Shares 9,580 Est. Cost $72.17 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $953 Shares 14,471 Est. Cost $56.23 Unrealized
V VISA INC 0.4%
Value ($000) $910 Shares 3,261 Est. Cost $215.22 Unrealized +26.5%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $878 Shares 9,578 Est. Cost $60.35 Unrealized +40.8%
ENB ENBRIDGE INC 0.4%
Value ($000) $876 Shares 24,211 Est. Cost $23.17 Unrealized +36.1%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $872 Shares 3,828 Est. Cost $104.90 Unrealized +93.4%
ABBV ABBVIE INC 0.4%
Value ($000) $866 Shares 4,754 Est. Cost $80.33 Unrealized +101.7%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $859 Shares 14,812 Est. Cost $41.03 Unrealized +22.2%
ZTS ZOETIS INC 0.3%
Value ($000) $837 Shares 4,947 Est. Cost $152.44 Unrealized +20.3%
CVS CVS HEALTH CORP 0.3%
Value ($000) $833 Shares 10,439 Est. Cost $85.91 Unrealized -17.6%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $806 Shares 892 Est. Cost $21.62 Unrealized +235.1%
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $793 Shares 9,152 Est. Cost $114.30 Unrealized
VLO VALERO ENERGY CORP 0.3%
Value ($000) $790 Shares 4,630 Est. Cost $65.12 Unrealized +108.4%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $787 Shares 18,766 Est. Cost $43.19 Unrealized -16.8%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $774 Shares 3,284 Est. Cost $188.09 Unrealized +26.1%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $763 Shares 15,213 Est. Cost $50.17 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $748 Shares 9,366 Est. Cost $72.67 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $743 Shares 33,780 Est. Cost $22.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $722 Shares 3,782 Est. Cost $99.60 Unrealized +73.3%
MO ALTRIA GROUP INC 0.3%
Value ($000) $706 Shares 16,190 Est. Cost $26.69 Unrealized +33.7%
ABT ABBOTT LABS 0.3%
Value ($000) $702 Shares 6,173 Est. Cost $99.27 Unrealized +11.6%
KRP KIMBELL RTY PARTNERS LP 0.3%
Value ($000) $701 Shares 45,166 Est. Cost $7.90 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $701 Shares 8,184 Est. Cost $75.06 Unrealized
PRK PARK NATL CORP 0.3%
Value ($000) $691 Shares 5,089 Est. Cost $98.20 Unrealized +32.3%
BLACKROCK INC 0.3%
Value ($000) $666 Shares 799 Est. Cost $721.52 Unrealized
CCI CROWN CASTLE INC 0.3%
Value ($000) $638 Shares 6,031 Est. Cost $130.31 Unrealized -25.0%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $633 Shares 21,697 Est. Cost $23.45 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $602 Shares 2,925 Est. Cost $178.04 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $602 Shares 9,322 Est. Cost $51.01 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $602 Shares 14,244 Est. Cost $35.08 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $599 Shares 2,056 Est. Cost $227.57 Unrealized +22.5%
LNC LINCOLN NATL CORP IND 0.2%
Value ($000) $594 Shares 18,612 Est. Cost $32.91 Unrealized -24.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $592 Shares 1,196 Est. Cost $387.68 Unrealized +26.1%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $587 Shares 8,388 Est. Cost $50.76 Unrealized +35.8%
PSX PHILLIPS 66 0.2%
Value ($000) $580 Shares 3,549 Est. Cost $49.53 Unrealized +172.5%
IHDG WISDOMTREE TR 0.2%
Value ($000) $557 Shares 12,123 Est. Cost $40.14 Unrealized
QQQE DIREXION SHS ETF TR 0.2%
Value ($000) $552 Shares 6,186 Est. Cost $76.93 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $530 Shares 3,859 Est. Cost $116.42 Unrealized +11.5%
AYI ACUITY BRANDS INC 0.2%
Value ($000) $522 Shares 1,943 Est. Cost $105.69 Unrealized +128.1%
PFE PFIZER INC 0.2%
Value ($000) $511 Shares 18,407 Est. Cost $28.63 Unrealized -13.9%
IWV ISHARES TR 0.2%
Value ($000) $509 Shares 1,695 Est. Cost $223.68 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $499 Shares 7,444 Est. Cost $149.27 Unrealized -59.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $498 Shares 4,071 Est. Cost $141.09 Unrealized -27.4%
USFR WISDOMTREE TR 0.2%
Value ($000) $493 Shares 9,807 Est. Cost $50.24 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $489 Shares 5,690 Est. Cost $55.63 Unrealized +41.6%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $477 Shares 1,075 Est. Cost $397.89 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $474 Shares 8,820 Est. Cost $51.50 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $473 Shares 2,523 Est. Cost $187.35 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $447 Shares 5,856 Est. Cost $54.93 Unrealized
FAST FASTENAL CO 0.2%
Value ($000) $447 Shares 5,792 Est. Cost $20.72 Unrealized +64.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $445 Shares 2,950 Est. Cost $109.09 Unrealized +30.2%
FDL FIRST TR MORNINGSTAR DIVID L 0.2%
Value ($000) $439 Shares 11,418 Est. Cost $29.60 Unrealized
FLRN SPDR SER TR 0.2%
Value ($000) $430 Shares 13,959 Est. Cost $30.48 Unrealized
DKS DICKS SPORTING GOODS INC 0.2%
Value ($000) $427 Shares 1,898 Est. Cost $104.80 Unrealized +56.1%
META META PLATFORMS INC 0.2%
Value ($000) $421 Shares 867 Est. Cost $268.59 Unrealized +65.0%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $420 Shares 1,400 Est. Cost $143.62 Unrealized +86.0%
FDX FEDEX CORP 0.2%
Value ($000) $416 Shares 1,435 Est. Cost $251.15 Unrealized -4.5%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $408 Shares 3,955 Est. Cost $65.03 Unrealized +36.4%
MMM 3M CO 0.2%
Value ($000) $407 Shares 3,832 Est. Cost $117.52 Unrealized -32.5%
STE STERIS PLC 0.2%
Value ($000) $400 Shares 1,778 Est. Cost $212.21 Unrealized +4.6%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $391 Shares 1,545 Est. Cost $218.80 Unrealized +6.7%
EMR EMERSON ELEC CO 0.2%
Value ($000) $385 Shares 3,398 Est. Cost $66.82 Unrealized +48.7%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $385 Shares 5,622 Est. Cost $36.38 Unrealized +76.7%
RGLD ROYAL GOLD INC 0.2%
Value ($000) $384 Shares 3,149 Est. Cost $115.52 Unrealized -2.3%
DE DEERE & CO 0.2%
Value ($000) $379 Shares 923 Est. Cost $397.95 Unrealized -6.4%
IWR ISHARES TR 0.2%
Value ($000) $376 Shares 4,466 Est. Cost $77.10 Unrealized
CR CRANE COMPANY 0.2%
Value ($000) $368 Shares 2,725 Est. Cost $75.98 Unrealized +60.5%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $368 Shares 1,783 Est. Cost $111.90 Unrealized +61.2%
TFC TRUIST FINL CORP 0.1%
Value ($000) $358 Shares 9,182 Est. Cost $36.08 Unrealized -7.5%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $347 Shares 2,700 Est. Cost $74.29 Unrealized +52.6%
DHI D R HORTON INC 0.1%
Value ($000) $347 Shares 2,107 Est. Cost $92.76 Unrealized +58.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $345 Shares 2,323 Est. Cost $134.77 Unrealized +1.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $344 Shares 2,799 Est. Cost $109.55 Unrealized +4.7%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $331 Shares 1,793 Est. Cost $115.14 Unrealized +21.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $331 Shares 1,174 Est. Cost $197.70 Unrealized +40.6%
LZB LA Z BOY INC 0.1%
Value ($000) $330 Shares 8,781 Est. Cost $36.53 Unrealized 0.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $327 Shares 11,077 Est. Cost $21.00 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $327 Shares 5,700 Est. Cost $76.27 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $327 Shares 10,693 Est. Cost $24.71 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $313 Shares 674 Est. Cost $322.30 Unrealized +31.0%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $312 Shares 2,169 Est. Cost $115.69 Unrealized +15.1%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $308 Shares 2,809 Est. Cost $107.80 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $305 Shares 2,400 Est. Cost $79.88 Unrealized +34.7%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $304 Shares 6,066 Est. Cost $50.14 Unrealized -16.6%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $299 Shares 8,316 Est. Cost $26.79 Unrealized +19.1%
SDY SPDR SER TR 0.1%
Value ($000) $295 Shares 2,250 Est. Cost $107.11 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $290 Shares 1,638 Est. Cost $114.59 Unrealized +23.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $290 Shares 2,377 Est. Cost $147.64 Unrealized -31.1%
COR CENCORA INC 0.1%
Value ($000) $290 Shares 1,192 Est. Cost $153.47 Unrealized +47.5%
DON WISDOMTREE TR 0.1%
Value ($000) $289 Shares 5,921 Est. Cost $34.89 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $279 Shares 4,835 Est. Cost $33.76 Unrealized +49.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $272 Shares 2,993 Est. Cost $72.48 Unrealized +14.5%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $267 Shares 608 Est. Cost $296.47 Unrealized +31.8%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $266 Shares 1,631 Est. Cost $147.94 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $262 Shares 1,690 Est. Cost $110.75 Unrealized +24.2%
EOG EOG RES INC 0.1%
Value ($000) $260 Shares 2,034 Est. Cost $73.31 Unrealized +50.6%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $259 Shares 4,600 Est. Cost $41.34 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $255 Shares 1,524 Est. Cost $147.14 Unrealized +6.5%
FHN FIRST HORIZON CORPORATION 0.1%
Value ($000) $254 Shares 16,463 Est. Cost $15.39 Unrealized -12.5%
HSY HERSHEY CO 0.1%
Value ($000) $253 Shares 1,299 Est. Cost $182.08 Unrealized 0.0%
HZO MARINEMAX INC 0.1%
Value ($000) $244 Shares 7,351 Est. Cost $36.76 Unrealized -12.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $242 Shares 3,456 Est. Cost $50.83 Unrealized +19.2%
SLV ISHARES SILVER TR 0.1%
Value ($000) $233 Shares 10,250 Est. Cost $18.32 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $232 Shares 2,830 Est. Cost $82.07 Unrealized -8.3%
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $232 Shares 1,659 Est. Cost $93.18 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $231 Shares 2,764 Est. Cost $72.10 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $226 Shares 2,318 Est. Cost $86.83 Unrealized 0.0%
DLN WISDOMTREE TR 0.1%
Value ($000) $225 Shares 3,122 Est. Cost $91.29 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 654 Est. Cost $322.18 Unrealized
T AT&T INC 0.1%
Value ($000) $219 Shares 12,448 Est. Cost $15.31 Unrealized +2.0%
ORCL ORACLE CORP 0.1%
Value ($000) $219 Shares 1,743 Est. Cost $112.35 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $218 Shares 60 Est. Cost $3508.24 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value ($000) $215 Shares 1,201 Est. Cost $146.26 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $215 Shares 2,300 Est. Cost $83.03 Unrealized +5.0%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $212 Shares 13,018 Est. Cost $30.49 Unrealized -48.7%
DWAS INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $212 Shares 2,329 Est. Cost $71.70 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $211 Shares 3,629 Est. Cost $58.06 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $210 Shares 378 Est. Cost $498.54 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $209 Shares 5,568 Est. Cost $33.22 Unrealized 0.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $207 Shares 4,200 Est. Cost $42.64 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $206 Shares 519 Est. Cost $397.76 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $206 Shares 9,795 Est. Cost $17.40 Unrealized 0.0%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $201 Shares 4,221 Est. Cost $34.30 Unrealized
SGU STAR GROUP L P 0.1%
Value ($000) $172 Shares 17,120 Est. Cost $9.60 Unrealized +15.9%
PROF PROFOUND MED CORP 0.1%
Value ($000) $167 Shares 19,625 Est. Cost $17.49 Unrealized -52.3%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $156 Shares 325 Est. Cost $456.14 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $151 Shares 288 Est. Cost $391.91 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $149 Shares 3,098 Est. Cost $51.37 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $144 Shares 10,813 Est. Cost $10.22 Unrealized +4.6%
IWM ISHARES TR 0.1%
Value ($000) $131 Shares 622 Est. Cost $200.41 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $130 Shares 1,329 Est. Cost $86.57 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $130 Shares 2,135 Est. Cost $103.14 Unrealized
RWR SPDR SER TR 0.1%
Value ($000) $122 Shares 1,292 Est. Cost $115.51 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $116 Shares 475 Est. Cost $244.15 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $115 Shares 3,200 Est. Cost $32.61 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $101 Shares 1,625 Est. Cost $98.60 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $100 Shares 1,055 Est. Cost $69.40 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $98 Shares 889 Est. Cost $93.64 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $88 Shares 1,540 Est. Cost $44.59 Unrealized
DNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $85 Shares 2,095 Est. Cost $35.34 Unrealized
FVC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $82 Shares 2,388 Est. Cost $31.11 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $82 Shares 607 Est. Cost $85.26 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $75 Shares 1,017 Est. Cost $74.22 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $75 Shares 13,530 Est. Cost $6.28 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $74 Shares 361 Est. Cost $204.14 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $72 Shares 884 Est. Cost $70.87 Unrealized
DDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $71 Shares 2,081 Est. Cost $24.99 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $60 Shares 264 Est. Cost $227.40 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $57 Shares 745 Est. Cost $75.98 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $55 Shares 450 Est. Cost $95.56 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $53 Shares 213 Est. Cost $226.25 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $53 Shares 1,008 Est. Cost $52.64 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $47 Shares 1,195 Est. Cost $37.02 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $47 Shares 955 Est. Cost $20.95 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $44 Shares 1,126 Est. Cost $39.02 Unrealized
MARKETWISE INC 0.0%
Value ($000) $43 Shares 25,000 Est. Cost $1.73 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $41 Shares 1,100 Est. Cost $32.92 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $36.50 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $38 Shares 2,044 Est. Cost $7.81 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $38 Shares 474 Est. Cost $80.63 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $35.00 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $35 Shares 66 Est. Cost $524.33 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $35 Shares 270 Est. Cost $94.78 Unrealized
FYT FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $33 Shares 605 Est. Cost $45.57 Unrealized
FID FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $33 Shares 2,060 Est. Cost $16.10 Unrealized
STEM INC 0.0%
Value ($000) $33 Shares 15,000 Est. Cost $7.13 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $32 Shares 675 Est. Cost $67.17 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $32 Shares 343 Est. Cost $92.72 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $30 Shares 316 Est. Cost $95.93 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $29 Shares 100 Est. Cost $210.53 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $29 Shares 300 Est. Cost $66.23 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 424 Est. Cost $62.80 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 94 Est. Cost $216.71 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $24 Shares 275 Est. Cost $78.71 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $21 Shares 145 Est. Cost $110.34 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 162 Est. Cost $98.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $20 Shares 254 Est. Cost $77.23 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 225 Est. Cost $87.24 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 207 Est. Cost $73.11 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $17 Shares 210 Est. Cost $71.43 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 107 Est. Cost $134.97 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $16 Shares 100 Est. Cost $164.35 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $15 Shares 154 Est. Cost $94.62 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 79 Est. Cost $172.58 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $14 Shares 174 Est. Cost $80.51 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 320 Est. Cost $50.00 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $13 Shares 118 Est. Cost $129.59 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $13 Shares 570 Est. Cost $29.82 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $12 Shares 121 Est. Cost $102.39 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.55 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 228 Est. Cost $48.21 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $11 Shares 98 Est. Cost $108.31 Unrealized
FTXR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $10 Shares 305 Est. Cost $32.79 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $9 Shares 90 Est. Cost $77.78 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $9 Shares 108 Est. Cost $81.66 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $8 Shares 134 Est. Cost $61.05 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $8 Shares 115 Est. Cost $70.88 Unrealized
IFV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $8 Shares 406 Est. Cost $21.60 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 87 Est. Cost $80.46 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 82 Est. Cost $85.37 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 70 Est. Cost $98.05 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 280 Est. Cost $25.25 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $6 Shares 150 Est. Cost $43.37 Unrealized
ICOW PACER FDS TR 0.0%
Value ($000) $5 Shares 165 Est. Cost $29.73 Unrealized
AIVL WISDOMTREE TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $83.86 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.06 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 110 Est. Cost $35.19 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $4 Shares 40 Est. Cost $68.70 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $4 Shares 30 Est. Cost $89.89 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $2 Shares 15 Est. Cost $137.20 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 146 Est. Cost $11.88 Unrealized
AMPLIFY ETF TR 0.0%
Value ($000) $2 Shares 404 Est. Cost $4.18 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $81.45 Unrealized
ENOR ISHARES TR 0.0%
Value ($000) $2 Shares 68 Est. Cost $24.56 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.00 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 26 Est. Cost $53.65 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 65 Est. Cost $20.46 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $108.25 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $28.67 Unrealized