MGB Wealth Management, LLC Diversified Active

CIK: 0002015822 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 12, 2024

Total Value ($000): $267,404 (100.0% shares, 0.0% debt)

Holdings (277)

APP APPLOVIN CORP 11.1%
Value ($000) $29,628 Shares 349,134 Est. Cost $52.21 Unrealized +48.6%
QQQ INVESCO QQQ TR 5.0%
Value ($000) $13,435 Shares 27,176 Est. Cost $410.76 Unrealized
MSFT MICROSOFT CORP 4.8%
Value ($000) $12,786 Shares 28,181 Est. Cost $350.36 Unrealized +19.1%
XSD SPDR SER TR 3.0%
Value ($000) $8,135 Shares 30,614 Est. Cost $225.04 Unrealized
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $7,853 Shares 61,000 Est. Cost $95.52 Unrealized +5.8%
AAPL APPLE INC 2.7%
Value ($000) $7,210 Shares 31,346 Est. Cost $182.81 Unrealized +1.3%
SPY SPDR S&P 500 ETF TR 2.5%
Value ($000) $6,703 Shares 12,009 Est. Cost $479.67 Unrealized
AVGO BROADCOM INC 2.4%
Value ($000) $6,342 Shares 3,724 Est. Cost $92.23 Unrealized +49.3%
QTEC FIRST TR NASDAQ 100 TECH IND 1.5%
Value ($000) $3,958 Shares 19,426 Est. Cost $175.58 Unrealized
CNQ CANADIAN NAT RES LTD 1.5%
Value ($000) $3,924 Shares 110,058 Est. Cost $32.63 Unrealized +8.6%
MPC MARATHON PETE CORP 1.4%
Value ($000) $3,877 Shares 23,454 Est. Cost $142.74 Unrealized +25.8%
VUG VANGUARD INDEX FDS 1.3%
Value ($000) $3,362 Shares 8,737 Est. Cost $310.88 Unrealized
ETN EATON CORP PLC 1.2%
Value ($000) $3,243 Shares 9,835 Est. Cost $220.46 Unrealized +43.9%
FDN FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $3,210 Shares 15,708 Est. Cost $187.09 Unrealized
OKE ONEOK INC NEW 1.2%
Value ($000) $3,108 Shares 36,850 Est. Cost $60.81 Unrealized +21.5%
DIVO AMPLIFY ETF TR 1.1%
Value ($000) $2,963 Shares 75,227 Est. Cost $36.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $2,907 Shares 6,916 Est. Cost $354.56 Unrealized +15.2%
GOOGL ALPHABET INC 1.0%
Value ($000) $2,745 Shares 14,821 Est. Cost $134.05 Unrealized +24.8%
CALF PACER FDS TR 1.0%
Value ($000) $2,728 Shares 61,555 Est. Cost $48.04 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $2,642 Shares 7,367 Est. Cost $293.72 Unrealized +11.5%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $2,365 Shares 11,486 Est. Cost $149.50 Unrealized +26.5%
AMLP ALPS ETF TR 0.9%
Value ($000) $2,335 Shares 48,221 Est. Cost $43.62 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $2,316 Shares 11,900 Est. Cost $142.81 Unrealized +28.6%
ABBV ABBVIE INC 0.9%
Value ($000) $2,288 Shares 13,445 Est. Cost $135.72 Unrealized +15.8%
WMT WALMART INC 0.8%
Value ($000) $2,243 Shares 32,352 Est. Cost $54.60 Unrealized +13.5%
USMV ISHARES TR 0.8%
Value ($000) $2,222 Shares 25,977 Est. Cost $78.02 Unrealized
MAIN MAIN STR CAP CORP 0.8%
Value ($000) $2,149 Shares 41,709 Est. Cost $40.92 Unrealized +19.2%
FCG FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $2,084 Shares 77,641 Est. Cost $24.33 Unrealized
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,998 Shares 3,951 Est. Cost $511.31 Unrealized -7.5%
IGV ISHARES TR 0.7%
Value ($000) $1,982 Shares 22,713 Est. Cost $149.02 Unrealized
NOBL PROSHARES TR 0.7%
Value ($000) $1,903 Shares 19,375 Est. Cost $95.21 Unrealized
VLO VALERO ENERGY CORP 0.7%
Value ($000) $1,898 Shares 12,835 Est. Cost $120.18 Unrealized +27.7%
MCK MCKESSON CORP 0.7%
Value ($000) $1,820 Shares 3,159 Est. Cost $456.30 Unrealized +21.1%
PDP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,745 Shares 17,388 Est. Cost $85.50 Unrealized
FDUS FIDUS INVT CORP 0.6%
Value ($000) $1,736 Shares 88,054 Est. Cost $14.67 Unrealized +11.9%
V VISA INC 0.6%
Value ($000) $1,722 Shares 6,507 Est. Cost $244.07 Unrealized +11.0%
TXRH TEXAS ROADHOUSE INC 0.6%
Value ($000) $1,715 Shares 10,176 Est. Cost $103.36 Unrealized +53.8%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $1,672 Shares 8,285 Est. Cost $145.50 Unrealized +21.1%
PJP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,650 Shares 19,631 Est. Cost $76.11 Unrealized
PAVE GLOBAL X FDS 0.6%
Value ($000) $1,627 Shares 42,778 Est. Cost $34.62 Unrealized
UNP UNION PAC CORP 0.6%
Value ($000) $1,551 Shares 6,740 Est. Cost $209.24 Unrealized +7.8%
GLD SPDR GOLD TR 0.6%
Value ($000) $1,536 Shares 6,882 Est. Cost $201.25 Unrealized
XAR SPDR SER TR 0.6%
Value ($000) $1,534 Shares 10,681 Est. Cost $135.46 Unrealized
CVY INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,503 Shares 58,538 Est. Cost $23.76 Unrealized
INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,465 Shares 29,267 Est. Cost $47.39 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,447 Shares 43,915 Est. Cost $29.35 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.5%
Value ($000) $1,434 Shares 1,676 Est. Cost $513.84 Unrealized +38.6%
HACK AMPLIFY ETF TR 0.5%
Value ($000) $1,386 Shares 21,230 Est. Cost $64.15 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,355 Shares 43,381 Est. Cost $27.69 Unrealized
NLR VANECK ETF TRUST 0.5%
Value ($000) $1,331 Shares 15,565 Est. Cost $76.20 Unrealized
CTAS CINTAS CORP 0.5%
Value ($000) $1,294 Shares 1,799 Est. Cost $131.70 Unrealized +28.0%
SMH VANECK ETF TRUST 0.5%
Value ($000) $1,249 Shares 4,571 Est. Cost $175.98 Unrealized
KXI ISHARES TR 0.5%
Value ($000) $1,243 Shares 20,191 Est. Cost $59.28 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,226 Shares 18,498 Est. Cost $62.66 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.5%
Value ($000) $1,204 Shares 14,453 Est. Cost $72.13 Unrealized +11.5%
PSCH INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,198 Shares 27,025 Est. Cost $42.86 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,168 Shares 7,894 Est. Cost $111.13 Unrealized +18.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,167 Shares 10,307 Est. Cost $110.09 Unrealized 0.0%
SPDW SPDR INDEX SHS FDS 0.4%
Value ($000) $1,162 Shares 31,871 Est. Cost $34.17 Unrealized
ON ON SEMICONDUCTOR CORP 0.4%
Value ($000) $1,156 Shares 15,252 Est. Cost $78.58 Unrealized -10.7%
PPA INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,156 Shares 11,069 Est. Cost $93.67 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $1,153 Shares 6,342 Est. Cost $117.86 Unrealized +36.5%
TJX TJX COS INC NEW 0.4%
Value ($000) $1,100 Shares 9,644 Est. Cost $87.66 Unrealized +12.5%
FLNG FLEX LNG LTD 0.4%
Value ($000) $1,090 Shares 41,358 Est. Cost $22.68 Unrealized -4.7%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,069 Shares 4,204 Est. Cost $260.30 Unrealized -2.0%
CME CME GROUP INC 0.4%
Value ($000) $1,069 Shares 5,505 Est. Cost $194.72 Unrealized +0.1%
PEY INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,069 Shares 52,499 Est. Cost $21.15 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $1,063 Shares 4,117 Est. Cost $214.39 Unrealized +17.9%
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,057 Shares 6,282 Est. Cost $158.16 Unrealized
SLV ISHARES SILVER TR 0.4%
Value ($000) $1,019 Shares 36,058 Est. Cost $23.98 Unrealized
CLH CLEAN HARBORS INC 0.4%
Value ($000) $996 Shares 4,386 Est. Cost $169.88 Unrealized +23.4%
LLY ELI LILLY & CO 0.4%
Value ($000) $971 Shares 1,027 Est. Cost $575.10 Unrealized +37.5%
MRK MERCK & CO INC 0.3%
Value ($000) $934 Shares 7,280 Est. Cost $97.08 Unrealized +25.4%
COR CENCORA INC 0.3%
Value ($000) $868 Shares 3,900 Est. Cost $202.51 Unrealized +12.9%
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $839 Shares 40,998 Est. Cost $15.05 Unrealized +20.0%
URA GLOBAL X FDS 0.3%
Value ($000) $831 Shares 26,625 Est. Cost $28.23 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $825 Shares 3,475 Est. Cost $222.04 Unrealized +6.6%
XT ISHARES TR 0.3%
Value ($000) $813 Shares 13,316 Est. Cost $59.93 Unrealized
SPYD SPDR SER TR 0.3%
Value ($000) $811 Shares 19,526 Est. Cost $39.21 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $809 Shares 2,080 Est. Cost $297.66 Unrealized +19.1%
PRI PRIMERICA INC 0.3%
Value ($000) $788 Shares 3,270 Est. Cost $204.36 Unrealized +11.0%
TORTOISE ENERGY INFRA CORP 0.3%
Value ($000) $758 Shares 21,197 Est. Cost $28.77 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $750 Shares 3,655 Est. Cost $180.48 Unrealized +7.0%
SPMD SPDR SER TR 0.3%
Value ($000) $740 Shares 13,979 Est. Cost $48.72 Unrealized
FLOT ISHARES TR 0.3%
Value ($000) $707 Shares 13,861 Est. Cost $50.62 Unrealized
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $703 Shares 5,803 Est. Cost $99.79 Unrealized +20.8%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $694 Shares 4,185 Est. Cost $147.31 Unrealized +6.7%
HAL HALLIBURTON CO 0.3%
Value ($000) $681 Shares 20,147 Est. Cost $36.44 Unrealized -3.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $676 Shares 4,508 Est. Cost $143.59 Unrealized -1.5%
ABT ABBOTT LABS 0.2%
Value ($000) $657 Shares 6,300 Est. Cost $96.07 Unrealized +7.1%
MOAT VANECK ETF TRUST 0.2%
Value ($000) $638 Shares 7,256 Est. Cost $85.36 Unrealized
IBB ISHARES TR 0.2%
Value ($000) $638 Shares 4,405 Est. Cost $136.00 Unrealized
XME SPDR SER TR 0.2%
Value ($000) $637 Shares 10,019 Est. Cost $59.87 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $634 Shares 2,800 Est. Cost $170.80 Unrealized +23.6%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $632 Shares 3,163 Est. Cost $155.27 Unrealized +19.2%
SPYV SPDR SER TR 0.2%
Value ($000) $623 Shares 12,524 Est. Cost $46.63 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $621 Shares 3,992 Est. Cost $137.95 Unrealized +7.6%
PXE INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $618 Shares 18,710 Est. Cost $30.90 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $607 Shares 8,015 Est. Cost $56.36 Unrealized +20.0%
DVY ISHARES TR 0.2%
Value ($000) $602 Shares 4,815 Est. Cost $117.86 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $598 Shares 4,625 Est. Cost $102.53 Unrealized +14.9%
FV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $592 Shares 10,096 Est. Cost $51.55 Unrealized
MUSA MURPHY USA INC 0.2%
Value ($000) $590 Shares 1,250 Est. Cost $358.80 Unrealized +20.5%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $582 Shares 3,938 Est. Cost $136.37 Unrealized
ITA ISHARES TR 0.2%
Value ($000) $575 Shares 4,307 Est. Cost $126.67 Unrealized
BOTZ GLOBAL X FDS 0.2%
Value ($000) $567 Shares 17,599 Est. Cost $28.50 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $562 Shares 12,983 Est. Cost $42.18 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $553 Shares 3,588 Est. Cost $145.01 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $545 Shares 11,102 Est. Cost $48.25 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $544 Shares 2,688 Est. Cost $118.34 Unrealized +54.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $532 Shares 1,150 Est. Cost $419.52 Unrealized +5.3%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $518 Shares 6,711 Est. Cost $55.24 Unrealized +32.5%
KKR KKR & CO INC 0.2%
Value ($000) $515 Shares 4,650 Est. Cost $67.93 Unrealized +48.5%
WCC WESCO INTL INC 0.2%
Value ($000) $508 Shares 3,044 Est. Cost $147.28 Unrealized +13.8%
TMUS T-MOBILE US INC 0.2%
Value ($000) $491 Shares 2,734 Est. Cost $143.71 Unrealized +13.8%
EATON VANCE TAX-MANAGED GLOB 0.2%
Value ($000) $489 Shares 56,322 Est. Cost $7.72 Unrealized
URNJ SPROTT FDS TR 0.2%
Value ($000) $488 Shares 18,750 Est. Cost $23.63 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $487 Shares 3,470 Est. Cost $142.62 Unrealized +1.5%
DTE DTE ENERGY CO 0.2%
Value ($000) $471 Shares 4,152 Est. Cost $94.92 Unrealized +11.1%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $461 Shares 5,714 Est. Cost $76.28 Unrealized +0.7%
FEZ SPDR INDEX SHS FDS 0.2%
Value ($000) $461 Shares 8,807 Est. Cost $47.81 Unrealized
RRC RANGE RES CORP 0.2%
Value ($000) $451 Shares 13,000 Est. Cost $32.82 Unrealized +9.6%
ASML ASML HOLDING N V 0.2%
Value ($000) $434 Shares 400 Est. Cost $756.92 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $434 Shares 18,221 Est. Cost $21.24 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $430 Shares 6,536 Est. Cost $55.90 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.2%
Value ($000) $430 Shares 51,531 Est. Cost $7.70 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $423 Shares 5,631 Est. Cost $70.85 Unrealized
BLACKROCK ENERGY & RES TR 0.2%
Value ($000) $423 Shares 32,231 Est. Cost $12.46 Unrealized
XES SPDR SER TR 0.2%
Value ($000) $419 Shares 4,537 Est. Cost $84.51 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $414 Shares 9,777 Est. Cost $37.60 Unrealized
UPGD INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $409 Shares 6,050 Est. Cost $61.79 Unrealized
SRE SEMPRA 0.2%
Value ($000) $408 Shares 5,300 Est. Cost $66.74 Unrealized +4.9%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $394 Shares 736 Est. Cost $482.27 Unrealized +6.5%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $387 Shares 2,409 Est. Cost $158.06 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $383 Shares 9,179 Est. Cost $40.56 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $380 Shares 2,674 Est. Cost $108.12 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $379 Shares 5,250 Est. Cost $64.89 Unrealized +9.7%
META META PLATFORMS INC 0.1%
Value ($000) $367 Shares 730 Est. Cost $443.21 Unrealized +9.0%
SSUS STRATEGY SHS 0.1%
Value ($000) $364 Shares 8,981 Est. Cost $35.63 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $363 Shares 6,870 Est. Cost $45.20 Unrealized +11.7%
XHE SPDR SER TR 0.1%
Value ($000) $361 Shares 4,154 Est. Cost $84.33 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $352 Shares 3,619 Est. Cost $68.24 Unrealized +34.5%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $349 Shares 3,856 Est. Cost $85.54 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $338 Shares 8,450 Est. Cost $40.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $330 Shares 1,429 Est. Cost $179.88 Unrealized +16.3%
EEM ISHARES TR 0.1%
Value ($000) $330 Shares 7,410 Est. Cost $44.45 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $322 Shares 2,895 Est. Cost $88.10 Unrealized +16.7%
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $321 Shares 21,249 Est. Cost $14.58 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $312 Shares 1,690 Est. Cost $148.76 Unrealized +17.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $305 Shares 360 Est. Cost $604.09 Unrealized +28.1%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $301 Shares 2,503 Est. Cost $106.01 Unrealized +5.8%
NUVEEN NASDAQ 100 DYNAMIC OV 0.1%
Value ($000) $282 Shares 11,000 Est. Cost $23.15 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $282 Shares 1,708 Est. Cost $156.40 Unrealized +3.8%
IWF ISHARES TR 0.1%
Value ($000) $281 Shares 750 Est. Cost $303.17 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $280 Shares 2,696 Est. Cost $89.26 Unrealized +16.2%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $279 Shares 2,158 Est. Cost $107.90 Unrealized +20.6%
BLACKROCK MUN TARGET TERM TR 0.1%
Value ($000) $278 Shares 13,226 Est. Cost $20.80 Unrealized
AWR AMER STATES WTR CO 0.1%
Value ($000) $276 Shares 3,561 Est. Cost $76.07 Unrealized -8.9%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $274 Shares 493 Est. Cost $513.96 Unrealized +3.7%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $272 Shares 789 Est. Cost $313.71 Unrealized 0.0%
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $270 Shares 11,367 Est. Cost $22.30 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $269 Shares 4,730 Est. Cost $54.98 Unrealized
ORI OLD REP INTL CORP 0.1%
Value ($000) $269 Shares 8,600 Est. Cost $23.48 Unrealized +10.7%
EWW ISHARES INC 0.1%
Value ($000) $269 Shares 4,354 Est. Cost $67.94 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $267 Shares 3,734 Est. Cost $65.58 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $258 Shares 64 Est. Cost $3067.93 Unrealized +19.1%
SPHB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $256 Shares 2,900 Est. Cost $83.82 Unrealized
LKFN LAKELAND FINL CORP 0.1%
Value ($000) $254 Shares 4,027 Est. Cost $51.28 Unrealized +12.2%
IYW ISHARES TR 0.1%
Value ($000) $252 Shares 1,628 Est. Cost $123.31 Unrealized
ELF E L F BEAUTY INC 0.1%
Value ($000) $252 Shares 1,195 Est. Cost $129.28 Unrealized +37.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $247 Shares 825 Est. Cost $312.68 Unrealized -4.3%
SHV ISHARES TR 0.1%
Value ($000) $246 Shares 2,233 Est. Cost $110.12 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $241 Shares 1,000 Est. Cost $180.39 Unrealized +17.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $233 Shares 2,400 Est. Cost $102.91 Unrealized +2.5%
NOG NORTHERN OIL & GAS INC 0.1%
Value ($000) $232 Shares 5,876 Est. Cost $37.81 Unrealized +6.1%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $227 Shares 1,033 Est. Cost $205.32 Unrealized +10.6%
FTXN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $227 Shares 7,392 Est. Cost $28.30 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $221 Shares 463 Est. Cost $423.77 Unrealized 0.0%
SPIB SPDR SER TR 0.1%
Value ($000) $220 Shares 6,720 Est. Cost $32.86 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $214 Shares 907 Est. Cost $207.63 Unrealized 0.0%
PGJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $212 Shares 8,885 Est. Cost $24.12 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $212 Shares 1,500 Est. Cost $125.29 Unrealized 0.0%
FLTR VANECK ETF TRUST 0.1%
Value ($000) $210 Shares 8,253 Est. Cost $25.15 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $208 Shares 1,729 Est. Cost $110.88 Unrealized 0.0%
SPYG SPDR SER TR 0.1%
Value ($000) $203 Shares 2,455 Est. Cost $69.40 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $196 Shares 8,099 Est. Cost $23.21 Unrealized
FNB F N B CORP 0.1%
Value ($000) $190 Shares 13,181 Est. Cost $11.03 Unrealized +15.9%
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $189 Shares 3,250 Est. Cost $53.01 Unrealized
LMP CAP & INCOME FD INC 0.1%
Value ($000) $186 Shares 11,999 Est. Cost $14.01 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $177 Shares 2,025 Est. Cost $88.28 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $176 Shares 3,381 Est. Cost $52.43 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $174 Shares 930 Est. Cost $142.03 Unrealized +18.9%
GUGGENHEIM ACTIVE ALLOC FD 0.1%
Value ($000) $174 Shares 11,264 Est. Cost $15.44 Unrealized
NUVEEN CORE EQUITY ALPHA FD 0.1%
Value ($000) $173 Shares 11,442 Est. Cost $13.55 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $171 Shares 3,024 Est. Cost $53.97 Unrealized
XOP SPDR SER TR 0.1%
Value ($000) $168 Shares 1,150 Est. Cost $137.28 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $162 Shares 1,936 Est. Cost $75.77 Unrealized
AIQ GLOBAL X FDS 0.1%
Value ($000) $162 Shares 4,400 Est. Cost $33.50 Unrealized
ILCV ISHARES TR 0.1%
Value ($000) $157 Shares 2,000 Est. Cost $70.62 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $155 Shares 810 Est. Cost $187.26 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $154 Shares 1,380 Est. Cost $108.25 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $148 Shares 635 Est. Cost $208.75 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $148 Shares 1,500 Est. Cost $89.29 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $147 Shares 1,730 Est. Cost $82.08 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $146 Shares 528 Est. Cost $252.22 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $135 Shares 6,000 Est. Cost $21.70 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $129 Shares 14,599 Est. Cost $8.22 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $128 Shares 2,500 Est. Cost $51.06 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $127 Shares 7,500 Est. Cost $16.13 Unrealized
KCE SPDR SER TR 0.0%
Value ($000) $125 Shares 1,097 Est. Cost $102.81 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $108 Shares 775 Est. Cost $138.75 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $107 Shares 1,577 Est. Cost $58.78 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $101 Shares 1,100 Est. Cost $91.39 Unrealized
BRCC BRC INC 0.0%
Value ($000) $100 Shares 17,030 Est. Cost $3.44 Unrealized +51.0%
IYK ISHARES TR 0.0%
Value ($000) $97 Shares 1,464 Est. Cost $108.99 Unrealized
EIRL ISHARES TR 0.0%
Value ($000) $95 Shares 1,380 Est. Cost $61.21 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $93 Shares 1,500 Est. Cost $106.77 Unrealized
SPEU SPDR INDEX SHS FDS 0.0%
Value ($000) $93 Shares 2,140 Est. Cost $40.32 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $83.84 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $90 Shares 1,300 Est. Cost $64.45 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $87 Shares 1,065 Est. Cost $79.86 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $85 Shares 2,850 Est. Cost $29.78 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $67.82 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $78 Shares 1,100 Est. Cost $57.84 Unrealized
CSHI NEOS ETF TRUST 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $49.87 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $68 Shares 3,200 Est. Cost $21.15 Unrealized
RIGS ALPS ETF TR 0.0%
Value ($000) $66 Shares 2,859 Est. Cost $23.16 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $65 Shares 1,330 Est. Cost $44.30 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $65 Shares 1,424 Est. Cost $42.41 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $63 Shares 690 Est. Cost $79.93 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $59 Shares 1,350 Est. Cost $41.84 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $58 Shares 445 Est. Cost $124.97 Unrealized
PIE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $54 Shares 2,500 Est. Cost $19.69 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $52 Shares 12,000 Est. Cost $4.10 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $50 Shares 750 Est. Cost $67.13 Unrealized
PSCE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $49 Shares 903 Est. Cost $52.05 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $44 Shares 400 Est. Cost $101.99 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $38 Shares 407 Est. Cost $98.81 Unrealized
GCOW PACER FDS TR 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $34.27 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $34 Shares 750 Est. Cost $43.20 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $31.97 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $29 Shares 600 Est. Cost $52.64 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $29 Shares 485 Est. Cost $53.82 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $28 Shares 500 Est. Cost $50.58 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $27 Shares 420 Est. Cost $50.51 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $17.34 Unrealized
MOOLEC SCIENCE SA 0.0%
Value ($000) $26 Shares 25,000 Est. Cost $1.02 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $24 Shares 500 Est. Cost $44.69 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $24 Shares 237 Est. Cost $102.86 Unrealized
ILF ISHARES TR 0.0%
Value ($000) $20 Shares 770 Est. Cost $28.39 Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $19 Shares 300 Est. Cost $55.34 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $18 Shares 230 Est. Cost $83.49 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $18 Shares 400 Est. Cost $44.70 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $18 Shares 250 Est. Cost $63.12 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $16 Shares 219 Est. Cost $72.15 Unrealized
RDOG ALPS ETF TR 0.0%
Value ($000) $15 Shares 400 Est. Cost $38.65 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $14 Shares 350 Est. Cost $39.19 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $14 Shares 216 Est. Cost $58.82 Unrealized
SLX VANECK ETF TRUST 0.0%
Value ($000) $13 Shares 185 Est. Cost $73.76 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $12 Shares 300 Est. Cost $50.94 Unrealized
PSK SPDR SER TR 0.0%
Value ($000) $12 Shares 338 Est. Cost $33.52 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 50 Est. Cost $213.34 Unrealized
ISCV ISHARES TR 0.0%
Value ($000) $11 Shares 175 Est. Cost $59.21 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $9 Shares 200 Est. Cost $46.57 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $64.50 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 450 Est. Cost $15.86 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $7 Shares 114 Est. Cost $58.73 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 93 Est. Cost $51.00 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 10 Est. Cost $436.80 Unrealized
EZU ISHARES INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.06 Unrealized
MOTI VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.14 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $4 Shares 40 Est. Cost $111.60 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $4 Shares 15 Est. Cost $223.40 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 40 Est. Cost $72.03 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $232.60 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $2 Shares 17 Est. Cost $107.71 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $101.50 Unrealized