Global Trust Asset Management, LLC Diversified Active

CIK: 0001729672 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 11, 2024

Total Value ($000): $248,182 (100.0% shares, 0.0% debt)

Holdings (469)

SPY SPDR S&P 500 ETF TR 8.7%
Value ($000) $21,552 Shares 39,602 Est. Cost $270.34 Unrealized
QQQ INVESCO QQQ TR 7.2%
Value ($000) $17,908 Shares 37,377 Est. Cost $209.92 Unrealized
AAPL APPLE INC 4.3%
Value ($000) $10,756 Shares 51,066 Est. Cost $102.44 Unrealized +80.7%
VTI VANGUARD INDEX FDS 2.8%
Value ($000) $7,042 Shares 26,325 Est. Cost $174.67 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $6,285 Shares 14,062 Est. Cost $143.49 Unrealized +190.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $5,759 Shares 14,157 Est. Cost $226.79 Unrealized +80.2%
IJH ISHARES TR 2.2%
Value ($000) $5,497 Shares 93,936 Est. Cost $85.76 Unrealized
VXUS VANGUARD STAR FDS 2.0%
Value ($000) $4,990 Shares 82,746 Est. Cost $54.42 Unrealized
IJR ISHARES TR 1.9%
Value ($000) $4,732 Shares 44,369 Est. Cost $79.35 Unrealized
IEFA ISHARES TR 1.6%
Value ($000) $4,006 Shares 55,146 Est. Cost $61.16 Unrealized
NVO NOVO-NORDISK A S 1.5%
Value ($000) $3,815 Shares 26,727 Est. Cost $73.41 Unrealized
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $3,661 Shares 51,704 Est. Cost $60.13 Unrealized +12.4%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $3,483 Shares 7,894 Est. Cost $223.53 Unrealized +102.0%
LOW LOWES COS INC 1.4%
Value ($000) $3,446 Shares 15,630 Est. Cost $86.31 Unrealized +156.4%
CAT CATERPILLAR INC 1.3%
Value ($000) $3,107 Shares 9,329 Est. Cost $185.02 Unrealized +83.1%
MCK MCKESSON CORP 1.3%
Value ($000) $3,107 Shares 5,319 Est. Cost $137.72 Unrealized +301.3%
AMZN AMAZON COM INC 1.2%
Value ($000) $3,042 Shares 15,742 Est. Cost $125.91 Unrealized +45.9%
VTV VANGUARD INDEX FDS 1.1%
Value ($000) $2,804 Shares 17,481 Est. Cost $126.86 Unrealized
V VISA INC 1.1%
Value ($000) $2,776 Shares 10,576 Est. Cost $154.72 Unrealized +75.1%
AMAT APPLIED MATLS INC 1.1%
Value ($000) $2,767 Shares 11,725 Est. Cost $49.12 Unrealized +330.5%
GOOG ALPHABET INC 1.1%
Value ($000) $2,696 Shares 14,701 Est. Cost $109.01 Unrealized +54.9%
DVY ISHARES TR 1.1%
Value ($000) $2,680 Shares 22,155 Est. Cost $110.97 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $2,591 Shares 7,108 Est. Cost $189.67 Unrealized
WEC WEC ENERGY GROUP INC 0.9%
Value ($000) $2,309 Shares 29,428 Est. Cost $89.42 Unrealized -14.1%
VBK VANGUARD INDEX FDS 0.9%
Value ($000) $2,301 Shares 9,200 Est. Cost $217.43 Unrealized
WMT WALMART INC 0.9%
Value ($000) $2,287 Shares 33,782 Est. Cost $50.74 Unrealized +22.1%
HYG ISHARES TR 0.9%
Value ($000) $2,250 Shares 29,174 Est. Cost $78.44 Unrealized
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,222 Shares 2,614 Est. Cost $383.81 Unrealized +101.6%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $2,168 Shares 13,143 Est. Cost $107.20 Unrealized +46.6%
IWP ISHARES TR 0.8%
Value ($000) $2,099 Shares 19,022 Est. Cost $118.56 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $1,960 Shares 9,688 Est. Cost $108.78 Unrealized +73.9%
MRK MERCK & CO INC 0.8%
Value ($000) $1,901 Shares 15,354 Est. Cost $67.75 Unrealized +79.7%
AGG ISHARES TR 0.7%
Value ($000) $1,749 Shares 18,017 Est. Cost $109.16 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.7%
Value ($000) $1,667 Shares 18,214 Est. Cost $56.39 Unrealized +55.0%
VWO VANGUARD INTL EQUITY INDEX F 0.7%
Value ($000) $1,627 Shares 37,188 Est. Cost $43.46 Unrealized
WCC WESCO INTL INC 0.6%
Value ($000) $1,573 Shares 9,925 Est. Cost $39.64 Unrealized +322.7%
UNP UNION PAC CORP 0.6%
Value ($000) $1,524 Shares 6,737 Est. Cost $100.79 Unrealized +123.7%
COR CENCORA INC 0.6%
Value ($000) $1,494 Shares 6,631 Est. Cost $63.39 Unrealized +260.6%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $1,483 Shares 4,375 Est. Cost $78.92 Unrealized +89.5%
HD HOME DEPOT INC 0.6%
Value ($000) $1,469 Shares 4,268 Est. Cost $201.50 Unrealized +62.6%
DFIV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,410 Shares 39,239 Est. Cost $29.20 Unrealized
AVDV AMERICAN CENTY ETF TR 0.6%
Value ($000) $1,386 Shares 21,337 Est. Cost $47.37 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,371 Shares 42,516 Est. Cost $23.18 Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,366 Shares 3,019 Est. Cost $311.95 Unrealized +35.8%
ENB ENBRIDGE INC 0.5%
Value ($000) $1,339 Shares 37,614 Est. Cost $22.92 Unrealized +41.2%
FLOT ISHARES TR 0.5%
Value ($000) $1,338 Shares 26,184 Est. Cost $50.07 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,297 Shares 49,275 Est. Cost $21.04 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,255 Shares 7,607 Est. Cost $116.41 Unrealized +39.4%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,228 Shares 14,660 Est. Cost $83.68 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,210 Shares 42,032 Est. Cost $22.69 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $1,184 Shares 8,384 Est. Cost $45.60 Unrealized +168.2%
PFF ISHARES TR 0.5%
Value ($000) $1,171 Shares 37,115 Est. Cost $38.06 Unrealized
EFA ISHARES TR 0.5%
Value ($000) $1,167 Shares 14,893 Est. Cost $70.51 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,144 Shares 35,762 Est. Cost $22.59 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,143 Shares 7,309 Est. Cost $114.26 Unrealized +29.9%
LQD ISHARES TR 0.5%
Value ($000) $1,134 Shares 10,583 Est. Cost $131.88 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,126 Shares 7,701 Est. Cost $129.08 Unrealized +9.6%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,117 Shares 6,131 Est. Cost $133.01 Unrealized +25.8%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,087 Shares 18,405 Est. Cost $57.45 Unrealized +1.9%
RTX RTX CORPORATION 0.4%
Value ($000) $1,069 Shares 10,651 Est. Cost $54.75 Unrealized +82.9%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,061 Shares 2,272 Est. Cost $344.94 Unrealized +28.0%
ARISTA NETWORKS INC 0.4%
Value ($000) $1,033 Shares 2,948 Est. Cost $283.33 Unrealized
BJUL INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,022 Shares 24,450 Est. Cost $32.14 Unrealized
JNK SPDR SER TR 0.4%
Value ($000) $1,011 Shares 10,728 Est. Cost $102.29 Unrealized
IWS ISHARES TR 0.4%
Value ($000) $951 Shares 7,876 Est. Cost $83.24 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $946 Shares 1,746 Est. Cost $178.32 Unrealized +222.8%
IFEB INNOVATOR ETFS TRUST 0.4%
Value ($000) $927 Shares 35,600 Est. Cost $26.05 Unrealized
KJAN INNOVATOR ETFS TRUST 0.4%
Value ($000) $925 Shares 26,500 Est. Cost $35.37 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $914 Shares 36,103 Est. Cost $15.52 Unrealized +45.1%
LLY ELI LILLY & CO 0.4%
Value ($000) $907 Shares 1,002 Est. Cost $255.20 Unrealized +209.9%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $889 Shares 1,641 Est. Cost $337.28 Unrealized +52.3%
DFCF DIMENSIONAL ETF TRUST 0.4%
Value ($000) $879 Shares 21,154 Est. Cost $43.62 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $828 Shares 1,627 Est. Cost $329.76 Unrealized +43.5%
EEM ISHARES TR 0.3%
Value ($000) $824 Shares 19,349 Est. Cost $42.99 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.3%
Value ($000) $822 Shares 37,180 Est. Cost $22.75 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $762 Shares 9,466 Est. Cost $25.81 Unrealized +22.3%
ABBV ABBVIE INC 0.3%
Value ($000) $732 Shares 4,267 Est. Cost $108.47 Unrealized +44.9%
IJJ ISHARES TR 0.3%
Value ($000) $724 Shares 6,379 Est. Cost $125.00 Unrealized
CTVA CORTEVA INC 0.3%
Value ($000) $706 Shares 13,080 Est. Cost $25.42 Unrealized +112.7%
IQV IQVIA HLDGS INC 0.3%
Value ($000) $683 Shares 3,228 Est. Cost $100.97 Unrealized +125.0%
CI THE CIGNA GROUP 0.3%
Value ($000) $682 Shares 2,062 Est. Cost $180.20 Unrealized +85.5%
CRM SALESFORCE INC 0.3%
Value ($000) $652 Shares 2,537 Est. Cost $216.87 Unrealized +22.1%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $648 Shares 164 Est. Cost $1755.46 Unrealized +108.2%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $613 Shares 10,314 Est. Cost $37.41 Unrealized +52.0%
SDY SPDR SER TR 0.2%
Value ($000) $606 Shares 4,766 Est. Cost $112.50 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $588 Shares 2,539 Est. Cost $154.52 Unrealized +47.1%
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $585 Shares 6,240 Est. Cost $87.92 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $570 Shares 28,678 Est. Cost $12.66 Unrealized +40.0%
BOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $570 Shares 13,700 Est. Cost $31.76 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $552 Shares 1,266 Est. Cost $368.56 Unrealized +20.5%
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $541 Shares 10,421 Est. Cost $40.28 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $533 Shares 647 Est. Cost $349.43 Unrealized +108.5%
ADBE ADOBE INC 0.2%
Value ($000) $519 Shares 934 Est. Cost $472.59 Unrealized +2.5%
MGK VANGUARD WORLD FD 0.2%
Value ($000) $511 Shares 1,626 Est. Cost $220.85 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $504 Shares 1,738 Est. Cost $134.71 Unrealized +110.9%
DDOG DATADOG INC 0.2%
Value ($000) $501 Shares 3,866 Est. Cost $125.42 Unrealized -3.5%
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $492 Shares 8,195 Est. Cost $47.37 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $490 Shares 1,253 Est. Cost $293.24 Unrealized
MGV VANGUARD WORLD FD 0.2%
Value ($000) $490 Shares 4,135 Est. Cost $119.47 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $485 Shares 1,904 Est. Cost $179.31 Unrealized +42.2%
KJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $484 Shares 17,500 Est. Cost $25.04 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $474 Shares 445 Est. Cost $535.69 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $471 Shares 698 Est. Cost $44.70 Unrealized +39.7%
SMH VANECK ETF TRUST 0.2%
Value ($000) $468 Shares 1,795 Est. Cost $227.43 Unrealized
VDC VANGUARD WORLD FD 0.2%
Value ($000) $461 Shares 2,268 Est. Cost $197.79 Unrealized
XBJA INNOVATOR ETFS TRUST 0.2%
Value ($000) $457 Shares 16,500 Est. Cost $22.03 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $450 Shares 16,072 Est. Cost $28.84 Unrealized -14.1%
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $448 Shares 7,188 Est. Cost $59.14 Unrealized
NOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $444 Shares 9,050 Est. Cost $35.05 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $440 Shares 1,707 Est. Cost $220.50 Unrealized +9.9%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $440 Shares 3,175 Est. Cost $67.53 Unrealized +103.1%
DIS DISNEY WALT CO 0.2%
Value ($000) $433 Shares 4,360 Est. Cost $135.27 Unrealized -22.0%
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $433 Shares 2,196 Est. Cost $180.52 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $427 Shares 3,456 Est. Cost $93.85 Unrealized +7.7%
IEF ISHARES TR 0.2%
Value ($000) $417 Shares 4,450 Est. Cost $95.63 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $410 Shares 2,046 Est. Cost $61.79 Unrealized +205.7%
META META PLATFORMS INC 0.2%
Value ($000) $406 Shares 806 Est. Cost $190.15 Unrealized +154.2%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $384 Shares 1,620 Est. Cost $129.01 Unrealized +83.6%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $383 Shares 817 Est. Cost $239.82 Unrealized +81.0%
IWD ISHARES TR 0.2%
Value ($000) $382 Shares 2,191 Est. Cost $143.47 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $380 Shares 4,435 Est. Cost $75.52 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $379 Shares 2,771 Est. Cost $122.30 Unrealized +6.3%
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $378 Shares 461 Est. Cost $998.61 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $378 Shares 1,654 Est. Cost $87.27 Unrealized +137.9%
AVUV AMERICAN CENTY ETF TR 0.2%
Value ($000) $372 Shares 4,150 Est. Cost $79.45 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $372 Shares 3,138 Est. Cost $105.54 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $364 Shares 1,477 Est. Cost $190.06 Unrealized +31.6%
KO COCA COLA CO 0.1%
Value ($000) $359 Shares 5,634 Est. Cost $51.57 Unrealized +14.2%
CWB SPDR SER TR 0.1%
Value ($000) $353 Shares 4,893 Est. Cost $59.88 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $342 Shares 7,120 Est. Cost $46.02 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $339 Shares 1,961 Est. Cost $112.57 Unrealized +47.3%
QUAL ISHARES TR 0.1%
Value ($000) $330 Shares 1,930 Est. Cost $141.63 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $305 Shares 5,248 Est. Cost $91.66 Unrealized -30.8%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $304 Shares 1,853 Est. Cost $150.19 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $304 Shares 2,852 Est. Cost $81.82 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $297 Shares 1,975 Est. Cost $150.50 Unrealized
AVRE AMERICAN CENTY ETF TR 0.1%
Value ($000) $293 Shares 7,105 Est. Cost $55.56 Unrealized
EPI WISDOMTREE TR 0.1%
Value ($000) $292 Shares 6,050 Est. Cost $44.10 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $291 Shares 1,364 Est. Cost $143.42 Unrealized +28.2%
IJS ISHARES TR 0.1%
Value ($000) $289 Shares 2,971 Est. Cost $120.53 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $287 Shares 1,271 Est. Cost $163.73 Unrealized
FOUR SHIFT4 PMTS INC 0.1%
Value ($000) $285 Shares 3,885 Est. Cost $73.73 Unrealized -10.1%
HSY HERSHEY CO 0.1%
Value ($000) $280 Shares 1,525 Est. Cost $189.15 Unrealized -2.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $268 Shares 3,406 Est. Cost $76.36 Unrealized +2.2%
TSLA TESLA INC 0.1%
Value ($000) $266 Shares 1,346 Est. Cost $212.48 Unrealized -17.7%
XBAP INNOVATOR ETFS TRUST 0.1%
Value ($000) $265 Shares 8,210 Est. Cost $28.96 Unrealized
BFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $262 Shares 6,450 Est. Cost $35.83 Unrealized
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $259 Shares 3,260 Est. Cost $68.28 Unrealized +30.1%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $246 Shares 2,743 Est. Cost $47.54 Unrealized +84.3%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $246 Shares 7,000 Est. Cost $29.23 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $241 Shares 6,000 Est. Cost $33.21 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $231 Shares 839 Est. Cost $261.91 Unrealized +0.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $230 Shares 2,001 Est. Cost $61.22 Unrealized +79.8%
DFIP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $224 Shares 5,478 Est. Cost $43.98 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $217 Shares 869 Est. Cost $185.66 Unrealized +34.8%
AMGN AMGEN INC 0.1%
Value ($000) $215 Shares 690 Est. Cost $206.30 Unrealized +35.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $211 Shares 422 Est. Cost $415.38 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $210 Shares 4,319 Est. Cost $52.10 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $207 Shares 379 Est. Cost $409.30 Unrealized
WPP WPP PLC NEW 0.1%
Value ($000) $197 Shares 4,294 Est. Cost $66.12 Unrealized
DE DEERE & CO 0.1%
Value ($000) $194 Shares 520 Est. Cost $286.20 Unrealized +32.9%
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $194 Shares 4,135 Est. Cost $46.88 Unrealized
XBJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $194 Shares 6,015 Est. Cost $28.40 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $191 Shares 6,153 Est. Cost $43.76 Unrealized -25.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $190 Shares 1,093 Est. Cost $108.50 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $188 Shares 778 Est. Cost $220.84 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $186 Shares 361 Est. Cost $312.78 Unrealized +58.9%
IGV ISHARES TR 0.1%
Value ($000) $182 Shares 2,100 Est. Cost $126.02 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $182 Shares 471 Est. Cost $131.57 Unrealized +169.5%
DXJ WISDOMTREE TR 0.1%
Value ($000) $175 Shares 1,555 Est. Cost $105.77 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $172 Shares 3,095 Est. Cost $52.55 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $171 Shares 1,296 Est. Cost $112.08 Unrealized +20.0%
STIP ISHARES TR 0.1%
Value ($000) $169 Shares 1,700 Est. Cost $105.97 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $169 Shares 2,615 Est. Cost $76.10 Unrealized -8.1%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $162 Shares 1,252 Est. Cost $121.61 Unrealized +13.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $160 Shares 2,537 Est. Cost $40.93 Unrealized +57.4%
IJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $160 Shares 5,700 Est. Cost $25.79 Unrealized
METCB RAMACO RES INC 0.1%
Value ($000) $159 Shares 14,647 Est. Cost $10.63 Unrealized -6.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $159 Shares 282 Est. Cost $399.03 Unrealized +33.6%
ASML ASML HOLDING N V 0.1%
Value ($000) $159 Shares 155 Est. Cost $591.76 Unrealized
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $158 Shares 3,500 Est. Cost $25.14 Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $153 Shares 6,915 Est. Cost $15.59 Unrealized
VIPER ENERGY INC 0.1%
Value ($000) $152 Shares 4,055 Est. Cost $31.38 Unrealized
SNY SANOFI 0.1%
Value ($000) $150 Shares 3,099 Est. Cost $42.95 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $149 Shares 604 Est. Cost $215.94 Unrealized +4.0%
FFIV F5 INC 0.1%
Value ($000) $147 Shares 856 Est. Cost $134.80 Unrealized +29.7%
DOV DOVER CORP 0.1%
Value ($000) $147 Shares 815 Est. Cost $116.82 Unrealized +50.5%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $141 Shares 2,311 Est. Cost $40.12 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $136 Shares 964 Est. Cost $69.29 Unrealized +101.5%
NJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $132 Shares 2,900 Est. Cost $38.52 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $131 Shares 1,945 Est. Cost $62.14 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $131 Shares 2,259 Est. Cost $62.30 Unrealized
UNILEVER PLC 0.1%
Value ($000) $129 Shares 2,337 Est. Cost $55.13 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $126 Shares 1,035 Est. Cost $108.52 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $126 Shares 3,021 Est. Cost $22.09 Unrealized +92.0%
VEEV VEEVA SYS INC 0.1%
Value ($000) $125 Shares 683 Est. Cost $231.43 Unrealized -14.2%
MMM 3M CO 0.0%
Value ($000) $122 Shares 1,196 Est. Cost $117.39 Unrealized -19.7%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $120 Shares 1,042 Est. Cost $57.10 Unrealized +112.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $120 Shares 2,035 Est. Cost $54.18 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $119 Shares 1,014 Est. Cost $88.87 Unrealized +20.1%
ABT ABBOTT LABS 0.0%
Value ($000) $117 Shares 1,127 Est. Cost $95.96 Unrealized +7.3%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $113 Shares 1,235 Est. Cost $94.41 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $112 Shares 1,401 Est. Cost $57.18 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $112 Shares 758 Est. Cost $152.66 Unrealized -3.1%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $112 Shares 2,304 Est. Cost $57.47 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $111 Shares 900 Est. Cost $50.30 Unrealized +134.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $110 Shares 491 Est. Cost $163.33 Unrealized +28.1%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $108 Shares 2,660 Est. Cost $40.22 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $107 Shares 2,201 Est. Cost $32.91 Unrealized +49.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $102 Shares 700 Est. Cost $134.06 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $101 Shares 636 Est. Cost $75.47 Unrealized +109.3%
BWA BORGWARNER INC 0.0%
Value ($000) $100 Shares 3,106 Est. Cost $27.65 Unrealized +22.3%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $98 Shares 450 Est. Cost $211.69 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $98 Shares 256 Est. Cost $235.03 Unrealized +41.5%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $98 Shares 380 Est. Cost $218.95 Unrealized +13.4%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $97 Shares 1,338 Est. Cost $47.79 Unrealized +45.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $94 Shares 211 Est. Cost $397.81 Unrealized +0.1%
ITA ISHARES TR 0.0%
Value ($000) $94 Shares 710 Est. Cost $129.29 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $92 Shares 1,095 Est. Cost $81.83 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $91 Shares 299 Est. Cost $176.73 Unrealized +69.4%
HESS CORP 0.0%
Value ($000) $91 Shares 614 Est. Cost $114.26 Unrealized
FISV FISERV INC 0.0%
Value ($000) $90 Shares 606 Est. Cost $108.60 Unrealized +39.4%
METC RAMACO RES INC 0.0%
Value ($000) $88 Shares 7,058 Est. Cost $17.24 Unrealized -20.1%
IOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $88 Shares 3,000 Est. Cost $23.77 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $88 Shares 1,542 Est. Cost $63.17 Unrealized -6.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $87 Shares 918 Est. Cost $91.63 Unrealized -3.4%
PII POLARIS INC 0.0%
Value ($000) $87 Shares 1,105 Est. Cost $110.42 Unrealized -23.3%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $86 Shares 5,300 Est. Cost $13.71 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $84 Shares 1,079 Est. Cost $63.76 Unrealized +22.4%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $83 Shares 1,928 Est. Cost $56.98 Unrealized -21.1%
CB CHUBB LIMITED 0.0%
Value ($000) $82 Shares 323 Est. Cost $202.87 Unrealized +24.6%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $82 Shares 148 Est. Cost $555.55 Unrealized +2.6%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $81 Shares 3,100 Est. Cost $22.03 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $80 Shares 585 Est. Cost $150.63 Unrealized -12.8%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $79 Shares 387 Est. Cost $160.38 Unrealized +30.2%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $79 Shares 2,044 Est. Cost $45.14 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $78 Shares 1,594 Est. Cost $62.60 Unrealized -24.7%
KAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $77 Shares 2,500 Est. Cost $29.93 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $77 Shares 134 Est. Cost $453.16 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $75 Shares 1,250 Est. Cost $57.59 Unrealized +8.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $73 Shares 1,121 Est. Cost $65.06 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $72 Shares 569 Est. Cost $74.01 Unrealized +65.0%
KOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $71 Shares 2,500 Est. Cost $25.24 Unrealized
SOUTHSTATE CORPORATION 0.0%
Value ($000) $69 Shares 900 Est. Cost $47.78 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $68 Shares 710 Est. Cost $96.95 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $68 Shares 86 Est. Cost $112.56 Unrealized +30.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $66 Shares 1,168 Est. Cost $56.64 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $49.16 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $64 Shares 828 Est. Cost $82.63 Unrealized
MNA INDEXIQ ETF TR 0.0%
Value ($000) $63 Shares 1,989 Est. Cost $31.53 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $62 Shares 1,501 Est. Cost $55.06 Unrealized -25.5%
AVGE AMERICAN CENTY ETF TR 0.0%
Value ($000) $62 Shares 893 Est. Cost $64.99 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $60 Shares 1,420 Est. Cost $32.80 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $60 Shares 1,485 Est. Cost $38.61 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $59 Shares 762 Est. Cost $75.38 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $59 Shares 2,046 Est. Cost $27.09 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $58 Shares 1,088 Est. Cost $131.65 Unrealized -57.2%
T AT&T INC 0.0%
Value ($000) $58 Shares 3,045 Est. Cost $15.84 Unrealized +2.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $58 Shares 914 Est. Cost $55.30 Unrealized +12.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $57 Shares 1,199 Est. Cost $40.72 Unrealized +11.2%
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $54 Shares 1,430 Est. Cost $27.62 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $54 Shares 535 Est. Cost $86.45 Unrealized +9.0%
SO SOUTHERN CO 0.0%
Value ($000) $51 Shares 663 Est. Cost $40.68 Unrealized +76.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $51 Shares 1,114 Est. Cost $31.89 Unrealized +22.7%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $49 Shares 660 Est. Cost $53.34 Unrealized +26.5%
OKTA OKTA INC 0.0%
Value ($000) $48 Shares 512 Est. Cost $194.80 Unrealized -51.4%
ETN EATON CORP PLC 0.0%
Value ($000) $47 Shares 150 Est. Cost $226.55 Unrealized +40.1%
AVGO BROADCOM INC 0.0%
Value ($000) $45 Shares 28 Est. Cost $47.71 Unrealized +188.5%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $43 Shares 770 Est. Cost $50.34 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $43 Shares 210 Est. Cost $139.61 Unrealized +39.0%
IHI ISHARES TR 0.0%
Value ($000) $42 Shares 750 Est. Cost $57.07 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $41 Shares 1,036 Est. Cost $30.20 Unrealized +22.0%
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $21.33 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $39 Shares 406 Est. Cost $63.51 Unrealized +40.2%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $39 Shares 101 Est. Cost $471.61 Unrealized -13.8%
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $23.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $37 Shares 201 Est. Cost $132.24 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $36 Shares 225 Est. Cost $164.13 Unrealized -2.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $36 Shares 135 Est. Cost $135.01 Unrealized +85.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $36 Shares 180 Est. Cost $99.69 Unrealized +82.9%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 212 Est. Cost $158.66 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $35 Shares 370 Est. Cost $90.43 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $35 Shares 345 Est. Cost $85.89 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $34 Shares 429 Est. Cost $77.46 Unrealized
MBUU MALIBU BOATS INC 0.0%
Value ($000) $34 Shares 957 Est. Cost $67.32 Unrealized -45.7%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $32 Shares 192 Est. Cost $144.57 Unrealized +12.4%
C CITIGROUP INC 0.0%
Value ($000) $32 Shares 497 Est. Cost $54.82 Unrealized +7.1%
IJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $31.41 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $31 Shares 756 Est. Cost $42.12 Unrealized -13.4%
IAU ISHARES GOLD TR 0.0%
Value ($000) $31 Shares 700 Est. Cost $42.53 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $30 Shares 56 Est. Cost $517.86 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $30 Shares 500 Est. Cost $59.52 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $30 Shares 365 Est. Cost $81.28 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $30 Shares 122 Est. Cost $150.49 Unrealized +4.9%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $29 Shares 275 Est. Cost $105.15 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $28 Shares 588 Est. Cost $52.32 Unrealized -12.1%
ALB ALBEMARLE CORP 0.0%
Value ($000) $28 Shares 290 Est. Cost $115.29 Unrealized -0.1%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $27 Shares 925 Est. Cost $25.49 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $27 Shares 283 Est. Cost $73.75 Unrealized +28.7%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $27 Shares 500 Est. Cost $63.34 Unrealized -8.7%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $27 Shares 533 Est. Cost $50.25 Unrealized
ISPY PROSHARES TR 0.0%
Value ($000) $26 Shares 600 Est. Cost $43.52 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $26 Shares 152 Est. Cost $158.10 Unrealized 0.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $26 Shares 404 Est. Cost $49.43 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $25 Shares 280 Est. Cost $88.12 Unrealized
KIE SPDR SER TR 0.0%
Value ($000) $25 Shares 500 Est. Cost $49.83 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $24 Shares 198 Est. Cost $109.68 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $23 Shares 18 Est. Cost $457.04 Unrealized +148.6%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $23 Shares 474 Est. Cost $53.47 Unrealized -23.3%
PHIN PHINIA INC 0.0%
Value ($000) $22 Shares 566 Est. Cost $31.24 Unrealized +27.2%
TIP ISHARES TR 0.0%
Value ($000) $22 Shares 203 Est. Cost $125.86 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $22 Shares 300 Est. Cost $62.61 Unrealized +7.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $21 Shares 13 Est. Cost $1265.75 Unrealized +24.7%
WELL WELLTOWER INC 0.0%
Value ($000) $21 Shares 200 Est. Cost $63.42 Unrealized +49.8%
KXI ISHARES TR 0.0%
Value ($000) $21 Shares 345 Est. Cost $77.24 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $20 Shares 100 Est. Cost $205.09 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $20 Shares 265 Est. Cost $29.34 Unrealized +149.5%
COWZ PACER FDS TR 0.0%
Value ($000) $20 Shares 370 Est. Cost $58.11 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $20 Shares 2,400 Est. Cost $10.83 Unrealized
GENERAL AMERN INVS CO INC 0.0%
Value ($000) $19 Shares 392 Est. Cost $44.64 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 129 Est. Cost $145.91 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $223.73 Unrealized -20.5%
PFIX SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $19 Shares 400 Est. Cost $44.80 Unrealized
NURE NUSHARES ETF TR 0.0%
Value ($000) $19 Shares 600 Est. Cost $35.58 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $18 Shares 225 Est. Cost $43.17 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $18 Shares 313 Est. Cost $65.64 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $18 Shares 142 Est. Cost $203.04 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $163.58 Unrealized 0.0%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $18 Shares 107 Est. Cost $161.09 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $17 Shares 73 Est. Cost $182.41 Unrealized +24.5%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $17 Shares 200 Est. Cost $84.28 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $17 Shares 159 Est. Cost $89.87 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $17 Shares 300 Est. Cost $52.46 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $16 Shares 202 Est. Cost $72.16 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $16 Shares 53 Est. Cost $168.20 Unrealized +49.7%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $15 Shares 310 Est. Cost $51.51 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $15 Shares 675 Est. Cost $17.35 Unrealized +25.3%
DRLL EA SERIES TRUST 0.0%
Value ($000) $15 Shares 500 Est. Cost $29.45 Unrealized
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $14 Shares 300 Est. Cost $39.33 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $14 Shares 306 Est. Cost $52.03 Unrealized -14.7%
ISTB ISHARES TR 0.0%
Value ($000) $14 Shares 300 Est. Cost $50.42 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $14 Shares 264 Est. Cost $60.70 Unrealized 0.0%
XBI SPDR SER TR 0.0%
Value ($000) $14 Shares 150 Est. Cost $91.20 Unrealized
ISHARES INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $27.46 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $14 Shares 15 Est. Cost $311.72 Unrealized +197.6%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 150 Est. Cost $92.89 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $13 Shares 47 Est. Cost $196.18 Unrealized +40.8%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $13 Shares 310 Est. Cost $46.14 Unrealized
DOW DOW INC 0.0%
Value ($000) $13 Shares 238 Est. Cost $45.04 Unrealized +13.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $13 Shares 171 Est. Cost $59.87 Unrealized +20.8%
IWM ISHARES TR 0.0%
Value ($000) $12 Shares 61 Est. Cost $185.57 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 80 Est. Cost $137.50 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $12 Shares 157 Est. Cost $71.08 Unrealized +14.5%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $12 Shares 50 Est. Cost $202.52 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $12 Shares 16 Est. Cost $204.79 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $12 Shares 35 Est. Cost $305.00 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $11 Shares 150 Est. Cost $46.67 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $11 Shares 100 Est. Cost $47.68 Unrealized +7.6%
IWO ISHARES TR 0.0%
Value ($000) $11 Shares 40 Est. Cost $221.40 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $10 Shares 187 Est. Cost $40.76 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $10 Shares 201 Est. Cost $47.38 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $10 Shares 191 Est. Cost $54.51 Unrealized
CHAMPIONX CORPORATION 0.0%
Value ($000) $10 Shares 299 Est. Cost $14.75 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $10 Shares 164 Est. Cost $41.58 Unrealized +34.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.89 Unrealized -14.5%
SPMD SPDR SER TR 0.0%
Value ($000) $10 Shares 189 Est. Cost $25.97 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $9 Shares 21 Est. Cost $322.30 Unrealized +33.6%
IR INGERSOLL RAND INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $85.38 Unrealized +7.5%
IAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.04 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $8 Shares 195 Est. Cost $49.45 Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $8 Shares 755 Est. Cost $9.90 Unrealized +1.4%
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $8 Shares 186 Est. Cost $35.79 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 405 Est. Cost $13.69 Unrealized
HPQ HP INC 0.0%
Value ($000) $7 Shares 203 Est. Cost $30.32 Unrealized -2.0%
BLACKROCK INC 0.0%
Value ($000) $7 Shares 9 Est. Cost $743.46 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 156 Est. Cost $53.93 Unrealized
WAB WABTEC 0.0%
Value ($000) $7 Shares 44 Est. Cost $69.17 Unrealized +129.1%
ILMN ILLUMINA INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $318.77 Unrealized -64.8%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 240 Est. Cost $16.89 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $27.58 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $6 Shares 166 Est. Cost $36.98 Unrealized -1.8%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $5 Shares 28 Est. Cost $78.91 Unrealized +123.2%
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.19 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.15 Unrealized -3.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $5 Shares 52 Est. Cost $58.58 Unrealized +55.8%
CLOU GLOBAL X FDS 0.0%
Value ($000) $5 Shares 255 Est. Cost $18.49 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 19 Est. Cost $251.84 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $5 Shares 104 Est. Cost $57.78 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $32.81 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $113.20 Unrealized +17.8%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $5 Shares 230 Est. Cost $25.47 Unrealized -32.2%
ARKK ARK ETF TR 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.95 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $4 Shares 346 Est. Cost $12.79 Unrealized -13.0%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4 Shares 160 Est. Cost $22.70 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 53 Est. Cost $64.39 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $24.55 Unrealized +196.8%
PAVE GLOBAL X FDS 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.81 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $4 Shares 28 Est. Cost $144.16 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $3 Shares 300 Est. Cost $28.11 Unrealized -49.8%
CSX CSX CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.29 Unrealized -0.5%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $43.00 Unrealized +60.8%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $3 Shares 25 Est. Cost $117.46 Unrealized
EJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.94 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $736.13 Unrealized +297.7%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.58 Unrealized -17.6%
HANESBRANDS INC 0.0%
Value ($000) $3 Shares 545 Est. Cost $18.93 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $60.85 Unrealized -82.8%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $146.72 Unrealized -36.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 7 Est. Cost $256.08 Unrealized
RH RH 0.0%
Value ($000) $2 Shares 10 Est. Cost $90.43 Unrealized +190.7%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 13 Est. Cost $156.08 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.60 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $93.82 Unrealized
GHYG ISHARES INC 0.0%
Value ($000) $2 Shares 53 Est. Cost $49.87 Unrealized
NKE NIKE INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $107.39 Unrealized -16.5%
IXC ISHARES TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $35.57 Unrealized
BA BOEING CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $188.67 Unrealized -5.5%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 17 Est. Cost $76.75 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $2 Shares 26 Est. Cost $45.49 Unrealized +50.6%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $2 Shares 235 Est. Cost $27.42 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 41 Est. Cost $24.39 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 224 Est. Cost $18.55 Unrealized -56.8%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.54 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $54.59 Unrealized +209.5%
GLW CORNING INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $25.23 Unrealized +33.5%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $218.13 Unrealized -55.3%
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.09 Unrealized +8.2%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $1 Shares 30 Est. Cost $21.97 Unrealized +85.6%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.42 Unrealized 0.0%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 42 Est. Cost $32.67 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $48.28 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.97 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 33 Est. Cost $36.97 Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $1 Shares 17 Est. Cost $82.95 Unrealized
KELLANOVA 0.0%
Value ($000) $1 Shares 20 Est. Cost $52.36 Unrealized +7.3%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 51 Est. Cost $26.28 Unrealized -29.0%
BMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $1 Shares 26 Est. Cost $30.23 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.17 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.75 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.14 Unrealized +8.5%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.63 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1 Shares 24 Est. Cost $25.91 Unrealized +13.5%
RRC RANGE RES CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $17.99 Unrealized +99.9%
GATX GATX CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $71.08 Unrealized +80.5%
SHOP SHOPIFY INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.13 Unrealized +5.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1 Shares 3 Est. Cost $202.83 Unrealized 0.0%
EFG ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.83 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.38 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.65 Unrealized -7.5%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.06 Unrealized +2.4%
S SENTINELONE INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $15.80 Unrealized +29.9%
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $36.38 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.40 Unrealized +79.9%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.25 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.67 Unrealized +1.4%
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.07 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.05 Unrealized +59.3%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 113 Est. Cost $10.83 Unrealized -88.3%
ETD ETHAN ALLEN INTERIORS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.23 Unrealized -4.2%
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.70 Unrealized -48.9%
MCW MISTER CAR WASH INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $8.23 Unrealized -14.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.45 Unrealized -12.2%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $13.13 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 100 Est. Cost $209.92 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.18 Unrealized +28.5%
SPIRIT AIRLS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.75 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.05 Unrealized +13.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.56 Unrealized +11.7%