Colonial Trust Advisors Diversified Active

CIK: 0001567993 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $1,044,426 (100.0% shares, 0.0% debt)

Holdings (755)

AAPL APPLE INC COM 7.6%
Value ($000) $79,611 Shares 377,986 Est. Cost $87.55 Unrealized +111.4%
MSFT MICROSOFT CORP COM 6.2%
Value ($000) $65,039 Shares 145,517 Est. Cost $55.19 Unrealized +656.1%
LLY LILLY ELI & CO COM 3.2%
Value ($000) $33,483 Shares 36,982 Est. Cost $80.13 Unrealized +887.0%
IVV ISHARES CORE S&P 500 ETF 3.1%
Value ($000) $32,807 Shares 59,950 Est. Cost $299.44 Unrealized
AMZN AMAZON COM INC COM 2.5%
Value ($000) $25,837 Shares 133,700 Est. Cost $121.63 Unrealized +51.0%
NVDA NVIDIA CORPORATION COM 2.4%
Value ($000) $25,584 Shares 207,089 Est. Cost $91.88 Unrealized +10.0%
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $22,955 Shares 126,024 Est. Cost $110.86 Unrealized +51.0%
JPM JPMORGAN CHASE & CO COM 2.1%
Value ($000) $21,746 Shares 107,515 Est. Cost $106.39 Unrealized +77.8%
COST COSTCO WHSL CORP NEW COM 2.1%
Value ($000) $21,493 Shares 25,286 Est. Cost $498.08 Unrealized +55.4%
V VISA INC COM CL A 2.0%
Value ($000) $20,936 Shares 79,766 Est. Cost $198.34 Unrealized +36.5%
UNH UNITEDHEALTH GROUP INC COM 2.0%
Value ($000) $20,608 Shares 40,466 Est. Cost $495.09 Unrealized -4.4%
PG PROCTER AND GAMBLE CO COM 1.8%
Value ($000) $18,944 Shares 114,867 Est. Cost $68.56 Unrealized +129.3%
PANW PALO ALTO NETWORKS INC COM 1.8%
Value ($000) $18,360 Shares 54,158 Est. Cost $71.39 Unrealized +109.5%
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $18,168 Shares 124,301 Est. Cost $85.56 Unrealized +65.3%
HD HOME DEPOT INC COM 1.5%
Value ($000) $16,050 Shares 46,625 Est. Cost $135.24 Unrealized +142.2%
UNP UNION PAC CORP COM 1.5%
Value ($000) $15,365 Shares 67,910 Est. Cost $88.48 Unrealized +154.8%
APD AIR PRODS & CHEMS INC COM 1.4%
Value ($000) $15,089 Shares 58,475 Est. Cost $102.47 Unrealized +136.6%
PEP PEPSICO INC COM 1.4%
Value ($000) $14,582 Shares 88,416 Est. Cost $76.31 Unrealized +112.7%
ORCL ORACLE CORP COM 1.3%
Value ($000) $13,625 Shares 96,497 Est. Cost $70.16 Unrealized +74.3%
ETN EATON CORP PLC SHS 1.2%
Value ($000) $13,046 Shares 41,606 Est. Cost $133.40 Unrealized +137.9%
DUK DUKE ENERGY CORP NEW COM NEW 1.2%
Value ($000) $13,044 Shares 130,137 Est. Cost $94.02 Unrealized +0.2%
AMAT APPLIED MATLS INC COM 1.2%
Value ($000) $13,037 Shares 55,245 Est. Cost $56.80 Unrealized +272.2%
KO COCA COLA CO COM 1.2%
Value ($000) $12,200 Shares 191,671 Est. Cost $36.87 Unrealized +59.7%
WM WASTE MGMT INC DEL COM 1.2%
Value ($000) $12,162 Shares 57,010 Est. Cost $156.51 Unrealized +29.6%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.1%
Value ($000) $11,939 Shares 207,246 Est. Cost $45.73 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 1.1%
Value ($000) $11,925 Shares 233,416 Est. Cost $50.54 Unrealized
GS GOLDMAN SACHS GROUP INC COM 1.1%
Value ($000) $11,844 Shares 26,186 Est. Cost $302.22 Unrealized +40.2%
IJH ISHARES S&P MIDCAP FUND 1.1%
Value ($000) $11,814 Shares 201,878 Est. Cost $89.67 Unrealized
WMT WALMART INC COM 1.1%
Value ($000) $11,676 Shares 172,441 Est. Cost $48.50 Unrealized +27.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.1%
Value ($000) $11,285 Shares 37,192 Est. Cost $276.52 Unrealized +8.3%
CVX CHEVRON CORP NEW COM 1.1%
Value ($000) $11,168 Shares 71,400 Est. Cost $76.89 Unrealized +93.0%
BX BLACKSTONE GROUP INC COM 1.0%
Value ($000) $10,658 Shares 86,088 Est. Cost $87.93 Unrealized +34.0%
SYK STRYKER CORPORATION COM 1.0%
Value ($000) $10,157 Shares 29,850 Est. Cost $132.17 Unrealized +152.2%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.9%
Value ($000) $9,922 Shares 201,462 Est. Cost $47.79 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.9%
Value ($000) $9,863 Shares 29,986 Est. Cost $143.62 Unrealized +118.4%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $9,308 Shares 50,746 Est. Cost $110.83 Unrealized +52.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $9,082 Shares 22,325 Est. Cost $232.08 Unrealized +76.1%
CTAS CINTAS CORP COM 0.9%
Value ($000) $8,928 Shares 12,749 Est. Cost $62.06 Unrealized +171.6%
META META PLATFORMS INC CL A 0.9%
Value ($000) $8,926 Shares 17,703 Est. Cost $179.00 Unrealized +170.0%
DIS WALT DISNEY CO 0.9%
Value ($000) $8,911 Shares 89,750 Est. Cost $81.40 Unrealized +29.6%
TJX TJX COS INC NEW COM 0.8%
Value ($000) $8,754 Shares 79,507 Est. Cost $52.65 Unrealized +87.4%
NKE NIKE INC CL B 0.8%
Value ($000) $8,489 Shares 112,628 Est. Cost $52.23 Unrealized +71.7%
DE DEERE & CO COM 0.8%
Value ($000) $7,901 Shares 21,147 Est. Cost $81.60 Unrealized +366.2%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $7,476 Shares 16,005 Est. Cost $347.95 Unrealized +26.9%
STE STERIS PLC SHS USD 0.7%
Value ($000) $7,219 Shares 32,883 Est. Cost $197.12 Unrealized +8.6%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $7,074 Shares 36,363 Est. Cost $91.82 Unrealized +91.8%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.7%
Value ($000) $6,889 Shares 136,498 Est. Cost $50.17 Unrealized
FDX FEDEX CORP COM 0.6%
Value ($000) $6,533 Shares 21,788 Est. Cost $210.13 Unrealized +19.8%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $6,326 Shares 18,990 Est. Cost $101.20 Unrealized +234.7%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.6%
Value ($000) $6,217 Shares 159,194 Est. Cost $29.23 Unrealized
PSX PHILLIPS 66 COM 0.6%
Value ($000) $6,090 Shares 43,137 Est. Cost $70.39 Unrealized +98.3%
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $5,943 Shares 64,338 Est. Cost $71.04 Unrealized +24.6%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.6%
Value ($000) $5,863 Shares 42,718 Est. Cost $137.53 Unrealized
SPGI S&P GLOBAL INC COM 0.5%
Value ($000) $5,742 Shares 12,875 Est. Cost $347.71 Unrealized +21.9%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $5,664 Shares 119,212 Est. Cost $40.07 Unrealized +13.0%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $5,639 Shares 143,993 Est. Cost $34.27 Unrealized +8.3%
HSY HERSHEY CO COM 0.5%
Value ($000) $5,501 Shares 29,925 Est. Cost $143.55 Unrealized +28.1%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $5,487 Shares 133,041 Est. Cost $35.76 Unrealized +2.0%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $5,251 Shares 74,156 Est. Cost $66.41 Unrealized +1.8%
ZTS ZOETIS INC CL A 0.5%
Value ($000) $5,235 Shares 30,196 Est. Cost $165.63 Unrealized -1.4%
BKNG BOOKING HOLDINGS INC COM 0.5%
Value ($000) $4,877 Shares 1,231 Est. Cost $2422.89 Unrealized +50.8%
SCHW SCHWAB CHARLES CORP COM 0.5%
Value ($000) $4,804 Shares 65,197 Est. Cost $55.20 Unrealized +31.1%
CME CME GROUP INC COM 0.4%
Value ($000) $4,489 Shares 22,835 Est. Cost $176.01 Unrealized +10.8%
DEO DIAGEO PLC SPON ADR NEW 0.4%
Value ($000) $4,466 Shares 35,421 Est. Cost $169.91 Unrealized
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $4,408 Shares 113,453 Est. Cost $39.92 Unrealized -12.5%
ECL ECOLAB INC COM 0.4%
Value ($000) $4,346 Shares 18,259 Est. Cost $176.24 Unrealized +28.9%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,254 Shares 16,691 Est. Cost $98.87 Unrealized +158.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.4%
Value ($000) $4,213 Shares 43,400 Est. Cost $97.63 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.4%
Value ($000) $3,985 Shares 13,854 Est. Cost $258.91 Unrealized -0.5%
EOG EOG RES INC COM 0.4%
Value ($000) $3,952 Shares 31,395 Est. Cost $101.60 Unrealized +20.2%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.4%
Value ($000) $3,864 Shares 65,268 Est. Cost $50.07 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.3%
Value ($000) $3,361 Shares 6,204 Est. Cost $279.07 Unrealized +106.3%
BWA BORGWARNER INC COM 0.3%
Value ($000) $3,297 Shares 102,260 Est. Cost $36.09 Unrealized -6.3%
IJR ISHARES S&P SMALL-CAP FUND 0.3%
Value ($000) $3,178 Shares 29,795 Est. Cost $98.50 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.3%
Value ($000) $3,177 Shares 83,496 Est. Cost $29.53 Unrealized +26.1%
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.3%
Value ($000) $3,061 Shares 168,573 Est. Cost $18.21 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.3%
Value ($000) $3,018 Shares 157,406 Est. Cost $18.82 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $2,975 Shares 5,356 Est. Cost $407.44 Unrealized +18.8%
YUM YUM BRANDS INC COM 0.3%
Value ($000) $2,902 Shares 21,906 Est. Cost $48.95 Unrealized +172.3%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.3%
Value ($000) $2,828 Shares 138,305 Est. Cost $20.05 Unrealized
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $2,742 Shares 68,959 Est. Cost $27.31 Unrealized +34.9%
KVUE KENVUE INC COM 0.3%
Value ($000) $2,728 Shares 150,042 Est. Cost $19.92 Unrealized -8.7%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.3%
Value ($000) $2,719 Shares 141,458 Est. Cost $18.85 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.3%
Value ($000) $2,716 Shares 19,843 Est. Cost $123.30 Unrealized +7.8%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $2,521 Shares 11,724 Est. Cost $157.06 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.2%
Value ($000) $2,449 Shares 122,741 Est. Cost $19.91 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,425 Shares 21,068 Est. Cost $86.32 Unrealized +27.5%
CCJ CAMECO CORP COM 0.2%
Value ($000) $2,420 Shares 49,190 Est. Cost $26.82 Unrealized +88.3%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.2%
Value ($000) $2,372 Shares 63,439 Est. Cost $41.90 Unrealized -8.1%
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $2,297 Shares 10,700 Est. Cost $99.00 Unrealized +126.5%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $2,251 Shares 16,286 Est. Cost $83.87 Unrealized +49.4%
CLH CLEAN HARBORS INC COM 0.2%
Value ($000) $2,214 Shares 9,791 Est. Cost $56.75 Unrealized +269.4%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $2,165 Shares 24,678 Est. Cost $74.74 Unrealized +10.5%
CENTRAL SECS CORP COM 0.2%
Value ($000) $2,087 Shares 47,408 Est. Cost $31.90 Unrealized
HAL HALLIBURTON CO COM 0.2%
Value ($000) $2,001 Shares 59,230 Est. Cost $34.37 Unrealized +2.7%
O REALTY INCOME CORP COM 0.2%
Value ($000) $1,987 Shares 37,621 Est. Cost $51.58 Unrealized -5.7%
LOW LOWES COS INC COM 0.2%
Value ($000) $1,889 Shares 8,570 Est. Cost $202.41 Unrealized +9.4%
RY ROYAL BK CDA COM 0.2%
Value ($000) $1,857 Shares 17,452 Est. Cost $78.19 Unrealized +31.5%
WPC WP CAREY INC COM 0.2%
Value ($000) $1,851 Shares 33,621 Est. Cost $70.58 Unrealized
SRE SEMPRA ENERGY COM 0.2%
Value ($000) $1,755 Shares 23,073 Est. Cost $49.37 Unrealized +41.8%
CI CIGNA CORP NEW COM 0.2%
Value ($000) $1,739 Shares 5,262 Est. Cost $277.32 Unrealized +20.5%
CSL CARLISLE COS INC COM 0.2%
Value ($000) $1,692 Shares 4,177 Est. Cost $96.48 Unrealized +309.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $1,575 Shares 21,688 Est. Cost $52.66 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.1%
Value ($000) $1,325 Shares 5,772 Est. Cost $167.80 Unrealized
LMAT LEMAITRE VASCULAR INC COM 0.1%
Value ($000) $1,185 Shares 14,407 Est. Cost $26.58 Unrealized +172.6%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $1,171 Shares 3,921 Est. Cost $378.71 Unrealized -11.7%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,131 Shares 11,652 Est. Cost $55.33 Unrealized +61.0%
JBL JABIL INC COM 0.1%
Value ($000) $1,088 Shares 10,001 Est. Cost $18.92 Unrealized +538.5%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $1,021 Shares 3,422 Est. Cost $231.77 Unrealized +31.6%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,012 Shares 3,400 Est. Cost $250.00 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $910 Shares 3,644 Est. Cost $240.43 Unrealized +4.1%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $903 Shares 1,660 Est. Cost $360.51 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $892 Shares 3,817 Est. Cost $187.36 Unrealized +21.6%
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $857 Shares 5,388 Est. Cost $70.01 Unrealized +125.6%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $852 Shares 8,482 Est. Cost $87.34 Unrealized +14.6%
BLACKROCK INC COM 0.1%
Value ($000) $777 Shares 987 Est. Cost $558.64 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $735 Shares 3,622 Est. Cost $160.69 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $708 Shares 19,893 Est. Cost $33.78 Unrealized -4.2%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $694 Shares 34,630 Est. Cost $18.14 Unrealized -0.4%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $675 Shares 4,235 Est. Cost $112.81 Unrealized +25.3%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $644 Shares 13,598 Est. Cost $46.11 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $627 Shares 6,131 Est. Cost $96.43 Unrealized -2.2%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND 0.1%
Value ($000) $612 Shares 8,748 Est. Cost $87.14 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $608 Shares 1,945 Est. Cost $172.85 Unrealized +61.6%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.1%
Value ($000) $598 Shares 6,876 Est. Cost $124.97 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $548 Shares 1,465 Est. Cost $293.56 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $547 Shares 2,110 Est. Cost $44.83 Unrealized +445.4%
PRK PARK NATL CORP COM 0.1%
Value ($000) $530 Shares 3,723 Est. Cost $102.33 Unrealized +31.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $493 Shares 1,352 Est. Cost $129.06 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $469 Shares 4,486 Est. Cost $102.75 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $468 Shares 2,727 Est. Cost $94.01 Unrealized +67.1%
MRK MERCK & CO. INC COM 0.0%
Value ($000) $461 Shares 3,728 Est. Cost $88.60 Unrealized +37.4%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $448 Shares 7,075 Est. Cost $41.61 Unrealized +54.9%
ABT ABBOTT LABS COM 0.0%
Value ($000) $442 Shares 4,252 Est. Cost $99.31 Unrealized +3.7%
PFE PFIZER INC COM 0.0%
Value ($000) $438 Shares 15,663 Est. Cost $26.56 Unrealized -6.7%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $435 Shares 2,800 Est. Cost $78.39 Unrealized +87.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $432 Shares 5,571 Est. Cost $49.18 Unrealized +46.0%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $430 Shares 5,300 Est. Cost $80.02 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $411 Shares 6,522 Est. Cost $17.72 Unrealized +239.8%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $399 Shares 834 Est. Cost $290.22 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $398 Shares 2,182 Est. Cost $129.10 Unrealized +35.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $382 Shares 1,688 Est. Cost $121.08 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $381 Shares 2,614 Est. Cost $123.55 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $366 Shares 542 Est. Cost $33.92 Unrealized +84.1%
BA BOEING CO COM 0.0%
Value ($000) $359 Shares 1,975 Est. Cost $191.34 Unrealized -6.8%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $356 Shares 9,305 Est. Cost $36.31 Unrealized +0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $354 Shares 3,099 Est. Cost $91.06 Unrealized +26.7%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $337 Shares 200 Est. Cost $771.66 Unrealized +115.4%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $337 Shares 763 Est. Cost $324.91 Unrealized +39.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $329 Shares 3,553 Est. Cost $59.80 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $328 Shares 2,398 Est. Cost $76.06 Unrealized +70.9%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $327 Shares 12,909 Est. Cost $24.65 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $314 Shares 1,356 Est. Cost $143.07 Unrealized +58.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $307 Shares 3,916 Est. Cost $68.54 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $297 Shares 5,007 Est. Cost $33.50 Unrealized +69.8%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $290 Shares 2,100 Est. Cost $99.66 Unrealized +42.1%
GLOF ISHARES MSCI GLOBAL MULTIFACTOR ETF 0.0%
Value ($000) $286 Shares 6,749 Est. Cost $31.89 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $283 Shares 7,947 Est. Cost $29.90 Unrealized
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.0%
Value ($000) $278 Shares 4,991 Est. Cost $36.19 Unrealized
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $273 Shares 7,150 Est. Cost $55.54 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $271 Shares 1,370 Est. Cost $237.38 Unrealized -26.4%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $266 Shares 5,631 Est. Cost $37.69 Unrealized +22.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $265 Shares 1,550 Est. Cost $110.49 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $263 Shares 2,691 Est. Cost $142.54 Unrealized -37.0%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $258 Shares 975 Est. Cost $170.57 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $256 Shares 1,550 Est. Cost $121.06 Unrealized +28.8%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $253 Shares 1,186 Est. Cost $162.28 Unrealized +13.3%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $251 Shares 5,126 Est. Cost $68.35 Unrealized -31.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $244 Shares 2,056 Est. Cost $94.16 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $236 Shares 2,439 Est. Cost $125.24 Unrealized -13.6%
CMI CUMMINS INC COM 0.0%
Value ($000) $235 Shares 850 Est. Cost $196.18 Unrealized +40.8%
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $234 Shares 2,150 Est. Cost $91.76 Unrealized +15.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $233 Shares 2,424 Est. Cost $69.26 Unrealized +35.3%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $230 Shares 1,339 Est. Cost $158.10 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $228 Shares 5,494 Est. Cost $49.95 Unrealized -17.9%
CSX CSX CORP COM 0.0%
Value ($000) $224 Shares 6,699 Est. Cost $24.95 Unrealized +32.7%
TGT TARGET CORP COM 0.0%
Value ($000) $219 Shares 1,477 Est. Cost $143.14 Unrealized +3.3%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $216 Shares 1,786 Est. Cost $127.32 Unrealized
SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $207 Shares 3,383 Est. Cost $44.80 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $201 Shares 753 Est. Cost $180.81 Unrealized
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value ($000) $198 Shares 1,621 Est. Cost $98.84 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $198 Shares 2,212 Est. Cost $81.97 Unrealized +7.1%
FMC FMC CORP COM NEW 0.0%
Value ($000) $197 Shares 3,415 Est. Cost $45.94 Unrealized +19.9%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $196 Shares 3,350 Est. Cost $59.29 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $193 Shares 1,919 Est. Cost $99.08 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $193 Shares 1,283 Est. Cost $148.94 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $193 Shares 775 Est. Cost $166.92 Unrealized +52.9%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $190 Shares 2,922 Est. Cost $51.27 Unrealized +36.4%
SOUTH ST CORP COM 0.0%
Value ($000) $182 Shares 2,380 Est. Cost $76.36 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $182 Shares 1,031 Est. Cost $154.33 Unrealized +6.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $180 Shares 665 Est. Cost $41.18 Unrealized +27.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $179 Shares 1,717 Est. Cost $59.61 Unrealized +59.4%
AON AON PLC SHS CL A 0.0%
Value ($000) $176 Shares 600 Est. Cost $277.32 Unrealized +5.5%
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $175 Shares 2,663 Est. Cost $109.36 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $173 Shares 2,751 Est. Cost $59.43 Unrealized +4.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $170 Shares 106 Est. Cost $67.93 Unrealized +102.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $169 Shares 1,970 Est. Cost $47.99 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $167 Shares 1,650 Est. Cost $74.52 Unrealized +22.5%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $166 Shares 3,248 Est. Cost $49.28 Unrealized
FBNC FIRST BANCORP N C COM 0.0%
Value ($000) $164 Shares 5,128 Est. Cost $33.38 Unrealized -8.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $160 Shares 1,455 Est. Cost $89.51 Unrealized +20.1%
AFL AFLAC INC COM 0.0%
Value ($000) $159 Shares 1,775 Est. Cost $57.40 Unrealized +44.7%
T AT&T INC COM 0.0%
Value ($000) $156 Shares 8,171 Est. Cost $15.23 Unrealized +6.1%
FAST FASTENAL CO COM 0.0%
Value ($000) $149 Shares 2,372 Est. Cost $23.36 Unrealized +39.6%
STRV STRIVE 500 ETF 0.0%
Value ($000) $147 Shares 4,199 Est. Cost $30.57 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $146 Shares 850 Est. Cost $97.53 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $146 Shares 269 Est. Cost $466.67 Unrealized +10.1%
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value ($000) $142 Shares 4,848 Est. Cost $43.66 Unrealized -37.1%
MKL MARKEL CORP COM 0.0%
Value ($000) $140 Shares 89 Est. Cost $1252.68 Unrealized +24.0%
MET METLIFE INC COM 0.0%
Value ($000) $140 Shares 1,996 Est. Cost $63.57 Unrealized +7.2%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $136 Shares 1,383 Est. Cost $59.26 Unrealized +67.5%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $135 Shares 5,055 Est. Cost $19.37 Unrealized +29.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $134 Shares 776 Est. Cost $126.03 Unrealized +31.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $134 Shares 1,258 Est. Cost $103.29 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $134 Shares 770 Est. Cost $141.83 Unrealized +26.6%
DOW DOW INC COM 0.0%
Value ($000) $133 Shares 2,507 Est. Cost $42.04 Unrealized +21.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $130 Shares 2,637 Est. Cost $38.16 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $129 Shares 3,870 Est. Cost $48.50 Unrealized -26.7%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $128 Shares 800 Est. Cost $168.89 Unrealized -2.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $128 Shares 2,369 Est. Cost $59.45 Unrealized -9.0%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $127 Shares 846 Est. Cost $73.29 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $127 Shares 535 Est. Cost $226.32 Unrealized +4.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $127 Shares 229 Est. Cost $557.68 Unrealized +2.2%
IAU ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $125 Shares 2,848 Est. Cost $31.60 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $124 Shares 1,669 Est. Cost $60.19 Unrealized -4.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $123 Shares 1,810 Est. Cost $68.46 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $122 Shares 115 Est. Cost $429.01 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $122 Shares 1,566 Est. Cost $71.37 Unrealized +14.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $122 Shares 260 Est. Cost $364.54 Unrealized +19.1%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $121 Shares 95 Est. Cost $503.62 Unrealized +125.6%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $118 Shares 1,350 Est. Cost $84.19 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $118 Shares 2,327 Est. Cost $50.53 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $118 Shares 1,225 Est. Cost $80.39 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $117 Shares 639 Est. Cost $129.16 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $115 Shares 7,100 Est. Cost $16.32 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $113 Shares 200 Est. Cost $398.33 Unrealized +33.9%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $112 Shares 813 Est. Cost $99.49 Unrealized +31.3%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $111 Shares 1,530 Est. Cost $32.95 Unrealized +110.9%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $109 Shares 1,140 Est. Cost $82.12 Unrealized +15.6%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $108 Shares 2,250 Est. Cost $27.48 Unrealized +69.6%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $106 Shares 900 Est. Cost $112.24 Unrealized +7.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $105 Shares 1,607 Est. Cost $60.40 Unrealized +7.9%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $105 Shares 1,000 Est. Cost $95.02 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $105 Shares 962 Est. Cost $101.06 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $104 Shares 2,475 Est. Cost $40.00 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $104 Shares 1,201 Est. Cost $13.28 Unrealized +583.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $104 Shares 1,286 Est. Cost $26.74 Unrealized +18.0%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 0.0%
Value ($000) $101 Shares 1,251 Est. Cost $56.70 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $101 Shares 1,058 Est. Cost $57.59 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $99 Shares 3,125 Est. Cost $31.22 Unrealized
BN BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $97 Shares 2,344 Est. Cost $22.11 Unrealized +24.7%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $96 Shares 1,650 Est. Cost $60.78 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $95 Shares 189 Est. Cost $285.59 Unrealized +84.8%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $95 Shares 450 Est. Cost $205.14 Unrealized +10.7%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $94 Shares 324 Est. Cost $215.37 Unrealized +31.9%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $74.11 Unrealized +27.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $93 Shares 1,745 Est. Cost $62.79 Unrealized -18.2%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $91 Shares 851 Est. Cost $50.66 Unrealized +1.3%
CP CANADIAN PAC RY LTD COM 0.0%
Value ($000) $91 Shares 1,153 Est. Cost $75.82 Unrealized +6.1%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $90 Shares 3,400 Est. Cost $22.02 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $90 Shares 571 Est. Cost $119.96 Unrealized +40.9%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $90 Shares 5,000 Est. Cost $14.10 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $88 Shares 800 Est. Cost $78.75 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $87 Shares 349 Est. Cost $174.20 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $86 Shares 2,791 Est. Cost $32.60 Unrealized -0.3%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $84 Shares 1,128 Est. Cost $64.49 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $83 Shares 334 Est. Cost $202.18 Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $82 Shares 15,400 Est. Cost $7.91 Unrealized -26.9%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $82 Shares 322 Est. Cost $157.59 Unrealized +67.8%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $81 Shares 1,602 Est. Cost $53.02 Unrealized +1.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $80 Shares 1,132 Est. Cost $74.83 Unrealized -6.8%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $79 Shares 327 Est. Cost $247.00 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $79 Shares 550 Est. Cost $115.82 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $78 Shares 426 Est. Cost $158.83 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $77 Shares 2,710 Est. Cost $27.57 Unrealized +6.7%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $77 Shares 1,205 Est. Cost $48.90 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $76 Shares 2,042 Est. Cost $45.27 Unrealized -18.0%
AVA AVISTA CORP COM 0.0%
Value ($000) $76 Shares 2,192 Est. Cost $32.90 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $75 Shares 1,372 Est. Cost $44.58 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $75 Shares 1,410 Est. Cost $63.17 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $75 Shares 1,015 Est. Cost $52.12 Unrealized +29.4%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $74 Shares 1,405 Est. Cost $60.70 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $73 Shares 150 Est. Cost $388.17 Unrealized +29.3%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $73 Shares 650 Est. Cost $82.32 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $72 Shares 1,495 Est. Cost $38.07 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $71 Shares 567 Est. Cost $114.48 Unrealized +11.2%
NRG ENERGY INC 2.75 06/01/2048 0.0%
Value ($000) $71 Shares 37,000 Est. Cost $1.65 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $70 Shares 2,403 Est. Cost $24.39 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $68 Shares 873 Est. Cost $80.63 Unrealized -4.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $67 Shares 412 Est. Cost $66.57 Unrealized +141.7%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $66 Shares 568 Est. Cost $107.54 Unrealized +4.2%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $65 Shares 320 Est. Cost $29.33 Unrealized +39.0%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $65 Shares 670 Est. Cost $80.07 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $64 Shares 145 Est. Cost $338.39 Unrealized +27.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $62 Shares 3,840 Est. Cost $12.18 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $62 Shares 461 Est. Cost $171.51 Unrealized -13.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $62 Shares 2,450 Est. Cost $16.51 Unrealized +36.4%
SHEL ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $62 Shares 858 Est. Cost $60.51 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $61 Shares 241 Est. Cost $239.16 Unrealized +5.7%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $61 Shares 646 Est. Cost $75.47 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $61 Shares 304 Est. Cost $131.90 Unrealized +38.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $59 Shares 608 Est. Cost $92.10 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $58 Shares 723 Est. Cost $158.73 Unrealized -48.3%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $58 Shares 7,025 Est. Cost $10.40 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $57 Shares 628 Est. Cost $87.29 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $57 Shares 443 Est. Cost $109.23 Unrealized
BOOKING HOLDINGS INC 0.75 05/01/2025 0.0%
Value ($000) $57 Shares 27,000 Est. Cost $1.93 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $55 Shares 1,100 Est. Cost $49.84 Unrealized +6.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $55 Shares 704 Est. Cost $78.36 Unrealized -0.4%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $28.27 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $54 Shares 800 Est. Cost $55.69 Unrealized +18.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $54 Shares 450 Est. Cost $95.56 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $54 Shares 227 Est. Cost $230.43 Unrealized +2.7%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $54 Shares 1,500 Est. Cost $35.05 Unrealized
SITIO ROYALTIES CORP CLASS A COM 0.0%
Value ($000) $54 Shares 2,277 Est. Cost $25.07 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $53 Shares 500 Est. Cost $76.25 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $52 Shares 500 Est. Cost $71.79 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $52 Shares 565 Est. Cost $101.84 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $52 Shares 872 Est. Cost $87.64 Unrealized -33.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $51 Shares 398 Est. Cost $129.97 Unrealized -6.3%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $51 Shares 1,121 Est. Cost $33.13 Unrealized +18.1%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $51 Shares 2,277 Est. Cost $21.49 Unrealized 0.0%
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $50 Shares 936 Est. Cost $45.22 Unrealized +15.9%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $49 Shares 600 Est. Cost $48.89 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $49 Shares 735 Est. Cost $75.34 Unrealized -12.0%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $48 Shares 66 Est. Cost $172.63 Unrealized +18.6%
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $48 Shares 1,247 Est. Cost $35.14 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $48 Shares 490 Est. Cost $71.13 Unrealized +30.3%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $47 Shares 1,877 Est. Cost $15.60 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $47 Shares 209 Est. Cost $209.45 Unrealized -0.1%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $47 Shares 591 Est. Cost $80.78 Unrealized -3.4%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $46 Shares 956 Est. Cost $34.37 Unrealized +43.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $46 Shares 503 Est. Cost $66.46 Unrealized +31.5%
APOLLO GLOBAL MGMT INC SER A MAND CNV 0.0%
Value ($000) $46 Shares 696 Est. Cost $63.75 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $45 Shares 260 Est. Cost $167.33 Unrealized -4.9%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $45 Shares 55 Est. Cost $376.89 Unrealized +93.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $45 Shares 555 Est. Cost $81.36 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $45 Shares 792 Est. Cost $60.87 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $45 Shares 200 Est. Cost $153.47 Unrealized +48.9%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $45 Shares 201 Est. Cost $229.24 Unrealized +0.4%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $44 Shares 976 Est. Cost $46.94 Unrealized -10.6%
NEXTERA ENERGY INC UNIT 09/01/25 0.0%
Value ($000) $44 Shares 1,053 Est. Cost $38.93 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $44 Shares 495 Est. Cost $68.30 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $43 Shares 207 Est. Cost $117.48 Unrealized +64.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $43 Shares 400 Est. Cost $104.19 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $42 Shares 54 Est. Cost $125.27 Unrealized +17.1%
FORD MTR CO DEL 0 03/15/2026 0.0%
Value ($000) $42 Shares 42,000 Est. Cost $1.03 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $42 Shares 208 Est. Cost $174.92 Unrealized +19.4%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $42 Shares 1,529 Est. Cost $22.56 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $42 Shares 1,125 Est. Cost $34.60 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $42 Shares 1,100 Est. Cost $34.24 Unrealized
BK OF AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $41 Shares 34 Est. Cost $1193.74 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $40 Shares 575 Est. Cost $56.95 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $39 Shares 33 Est. Cost $1219.36 Unrealized
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $39 Shares 2,013 Est. Cost $14.93 Unrealized
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $39 Shares 800 Est. Cost $52.02 Unrealized -4.1%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $38 Shares 850 Est. Cost $43.57 Unrealized
SGU STAR GROUP L P UNIT LTD PARTNR 0.0%
Value ($000) $37 Shares 3,500 Est. Cost $9.25 Unrealized +16.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $37 Shares 314 Est. Cost $86.63 Unrealized +23.2%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $36 Shares 94 Est. Cost $306.18 Unrealized +8.6%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $36 Shares 653 Est. Cost $45.28 Unrealized
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $36 Shares 2,422 Est. Cost $8.19 Unrealized +102.1%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $34 Shares 134 Est. Cost $170.99 Unrealized +54.8%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $34 Shares 350 Est. Cost $75.77 Unrealized +19.1%
F FORD MTR CO DEL COM 0.0%
Value ($000) $34 Shares 2,722 Est. Cost $10.97 Unrealized +1.4%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $34 Shares 304 Est. Cost $104.76 Unrealized -0.3%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $34 Shares 450 Est. Cost $47.78 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $33 Shares 236 Est. Cost $124.77 Unrealized
VSH VISHAY INTERTECHNOLOGY INC COM 0.0%
Value ($000) $33 Shares 1,475 Est. Cost $19.78 Unrealized +9.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $33 Shares 289 Est. Cost $100.80 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $32 Shares 56 Est. Cost $524.34 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.0%
Value ($000) $32 Shares 155 Est. Cost $124.19 Unrealized
DKNG DRAFTKINGS INC COM CL A 0.0%
Value ($000) $31 Shares 800 Est. Cost $28.18 Unrealized +47.3%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $30 Shares 102 Est. Cost $264.00 Unrealized +13.0%
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $30 Shares 302 Est. Cost $76.58 Unrealized +18.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $29 Shares 169 Est. Cost $136.09 Unrealized
SNX SYNNEX CORP COM 0.0%
Value ($000) $29 Shares 250 Est. Cost $89.53 Unrealized +33.3%
PINS PINTEREST INC CL A 0.0%
Value ($000) $29 Shares 650 Est. Cost $33.50 Unrealized +17.7%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $28 Shares 1,364 Est. Cost $22.04 Unrealized -15.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $28 Shares 450 Est. Cost $61.48 Unrealized +1.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $28 Shares 333 Est. Cost $80.41 Unrealized +2.1%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $28 Shares 64 Est. Cost $494.60 Unrealized -10.2%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $28 Shares 900 Est. Cost $26.78 Unrealized +5.8%
INTU INTUIT COM 0.0%
Value ($000) $28 Shares 42 Est. Cost $533.61 Unrealized +15.1%
ANSYS INC COM 0.0%
Value ($000) $27 Shares 85 Est. Cost $316.01 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $131.40 Unrealized 0.0%
PARSONS CORP DEL 0.25 08/15/2025 0.0%
Value ($000) $27 Shares 15,000 Est. Cost $1.84 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $27 Shares 50 Est. Cost $400.00 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $26 Shares 400 Est. Cost $70.89 Unrealized
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $26 Shares 550 Est. Cost $38.12 Unrealized +20.1%
SNA SNAP ON INC COM 0.0%
Value ($000) $26 Shares 100 Est. Cost $262.93 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 312 Est. Cost $83.28 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $26 Shares 500 Est. Cost $37.75 Unrealized +17.8%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $25 Shares 658 Est. Cost $39.00 Unrealized +3.4%
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $25 Shares 516 Est. Cost $39.86 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $44.83 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $25 Shares 15 Est. Cost $1636.68 Unrealized -3.5%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $52.27 Unrealized +41.4%
CTRA CABOT OIL & GAS CORP COM 0.0%
Value ($000) $24 Shares 916 Est. Cost $24.34 Unrealized +7.7%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $24 Shares 41 Est. Cost $600.96 Unrealized +2.0%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $24 Shares 111 Est. Cost $201.86 Unrealized
DEXCOM INC 0.25 11/15/2025 0.0%
Value ($000) $24 Shares 24,000 Est. Cost $1.10 Unrealized
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $24 Shares 7,134 Est. Cost $4.31 Unrealized
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.0%
Value ($000) $24 Shares 1,500 Est. Cost $15.95 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $24 Shares 40 Est. Cost $342.68 Unrealized +65.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $24 Shares 122 Est. Cost $150.66 Unrealized +22.9%
AORT ARTIVION INC COM 0.0%
Value ($000) $24 Shares 925 Est. Cost $15.55 Unrealized +44.1%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $128.26 Unrealized -6.5%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $23 Shares 358 Est. Cost $43.84 Unrealized +45.0%
STXD STRIVE 1000 DIVIDEND GROWTH ETF 0.0%
Value ($000) $23 Shares 740 Est. Cost $26.06 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $23 Shares 85 Est. Cost $202.89 Unrealized +23.3%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $190.19 Unrealized +9.2%
KRBN KRANESHARES GLOBAL CARBON ETF 0.0%
Value ($000) $23 Shares 700 Est. Cost $36.47 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $23 Shares 240 Est. Cost $118.48 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $101.47 Unrealized +3.9%
EVRG EVERGY INC COM 0.0%
Value ($000) $22 Shares 419 Est. Cost $52.51 Unrealized -5.2%
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value ($000) $22 Shares 650 Est. Cost $30.16 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $22 Shares 230 Est. Cost $88.67 Unrealized -0.2%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $22 Shares 962 Est. Cost $22.72 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $22 Shares 750 Est. Cost $23.70 Unrealized +13.6%
NDSN NORDSON CORP COM 0.0%
Value ($000) $21 Shares 92 Est. Cost $254.03 Unrealized -3.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $176.50 Unrealized +13.4%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $21 Shares 500 Est. Cost $35.65 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $21 Shares 174 Est. Cost $96.46 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.0%
Value ($000) $21 Shares 255 Est. Cost $56.96 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $21 Shares 500 Est. Cost $32.23 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $20 Shares 20 Est. Cost $667.56 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $20 Shares 112 Est. Cost $145.07 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $20 Shares 600 Est. Cost $28.66 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $20 Shares 349 Est. Cost $53.00 Unrealized +42.6%
MARA MARATHON DIGITAL HOLDINGS INC COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.42 Unrealized -7.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $20 Shares 275 Est. Cost $74.01 Unrealized -3.8%
STAA STAAR SURGICAL CO COM PAR $0.01 0.0%
Value ($000) $19 Shares 400 Est. Cost $62.72 Unrealized -30.1%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $19 Shares 349 Est. Cost $54.47 Unrealized +6.2%
NEM NEWMONT CORP COM 0.0%
Value ($000) $19 Shares 447 Est. Cost $40.64 Unrealized -2.5%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $19 Shares 59 Est. Cost $99.78 Unrealized +201.8%
GLW CORNING INC COM 0.0%
Value ($000) $18 Shares 470 Est. Cost $30.53 Unrealized +10.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $18 Shares 105 Est. Cost $119.45 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $18 Shares 41 Est. Cost $353.90 Unrealized +12.5%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $18 Shares 103 Est. Cost $170.86 Unrealized +9.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $18 Shares 438 Est. Cost $34.71 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $18 Shares 200 Est. Cost $68.93 Unrealized +41.6%
INDY ISHARES S&P INDIA NIFTY 50 INDEX FUND 0.0%
Value ($000) $18 Shares 335 Est. Cost $47.16 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $18 Shares 294 Est. Cost $77.80 Unrealized -24.6%
RYN RAYONIER INC COM 0.0%
Value ($000) $17 Shares 600 Est. Cost $32.96 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $17 Shares 601 Est. Cost $26.97 Unrealized -3.4%
HESS CORP COM 0.0%
Value ($000) $17 Shares 117 Est. Cost $144.38 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $17 Shares 290 Est. Cost $69.86 Unrealized -12.1%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $17 Shares 176 Est. Cost $79.10 Unrealized +14.8%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $17 Shares 600 Est. Cost $30.96 Unrealized -11.6%
MIDDLEBY CORP 1 09/01/2025 0.0%
Value ($000) $17 Shares 16,000 Est. Cost $1.31 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $17 Shares 191 Est. Cost $63.16 Unrealized +34.4%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 330 Est. Cost $49.51 Unrealized
PFRL PGIM FLOATING RATE INCOME ETF 0.0%
Value ($000) $17 Shares 334 Est. Cost $49.47 Unrealized
AKAMAI TECHNOLOGIES INC 0.125 05/01/2025 0.0%
Value ($000) $17 Shares 16,000 Est. Cost $1.18 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $17 Shares 293 Est. Cost $66.89 Unrealized -17.8%
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $16 Shares 20 Est. Cost $819.35 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $16 Shares 1,350 Est. Cost $31.13 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $16 Shares 137 Est. Cost $125.31 Unrealized -3.4%
NEW MTN FIN CORP 7.5 10/15/2025 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $1.01 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $16 Shares 38 Est. Cost $328.67 Unrealized +19.6%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $16 Shares 150 Est. Cost $101.55 Unrealized -2.0%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $16 Shares 300 Est. Cost $58.86 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $35.08 Unrealized +50.8%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $16 Shares 242 Est. Cost $65.87 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $19.82 Unrealized -9.6%
VFC V F CORP COM 0.0%
Value ($000) $15 Shares 1,136 Est. Cost $19.67 Unrealized -33.3%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $15 Shares 17 Est. Cost $849.91 Unrealized +9.1%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $15 Shares 28 Est. Cost $603.01 Unrealized -5.7%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $15 Shares 221 Est. Cost $70.83 Unrealized -0.9%
UYG PROSHARES ULTRA FINANCIALS 0.0%
Value ($000) $14 Shares 225 Est. Cost $45.61 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $14 Shares 82 Est. Cost $133.90 Unrealized +23.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $14 Shares 247 Est. Cost $80.97 Unrealized -21.6%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 286 Est. Cost $50.28 Unrealized
RVTY PERKINELMER INC COM 0.0%
Value ($000) $14 Shares 136 Est. Cost $133.52 Unrealized -20.8%
AEE AMEREN CORP COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $69.05 Unrealized 0.0%
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.0%
Value ($000) $14 Shares 742 Est. Cost $16.34 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value ($000) $14 Shares 51 Est. Cost $311.28 Unrealized -21.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $14 Shares 117 Est. Cost $114.55 Unrealized +1.6%
PHIN PHINIA INC COMMON STOCK 0.0%
Value ($000) $14 Shares 350 Est. Cost $27.94 Unrealized +42.3%
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $14 Shares 1,900 Est. Cost $7.07 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $14 Shares 1,015 Est. Cost $19.54 Unrealized -46.5%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $14 Shares 101 Est. Cost $94.49 Unrealized +59.5%
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 247 Est. Cost $45.60 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $13 Shares 1,045 Est. Cost $17.47 Unrealized -1.1%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $13 Shares 86 Est. Cost $135.16 Unrealized +6.7%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $13 Shares 77 Est. Cost $148.83 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $13 Shares 234 Est. Cost $52.56 Unrealized
STAG STAG INDL INC COM 0.0%
Value ($000) $13 Shares 359 Est. Cost $32.42 Unrealized
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $42.79 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $13 Shares 62 Est. Cost $152.38 Unrealized +19.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $13 Shares 400 Est. Cost $32.51 Unrealized +0.1%
TOST TOAST INC CL A 0.0%
Value ($000) $13 Shares 500 Est. Cost $20.70 Unrealized +16.8%
NTAP NETAPP INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $61.60 Unrealized +76.3%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $13 Shares 442 Est. Cost $27.45 Unrealized +5.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $13 Shares 225 Est. Cost $58.31 Unrealized -5.2%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $13 Shares 97 Est. Cost $78.12 Unrealized +54.9%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $13 Shares 1,519 Est. Cost $8.00 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $12 Shares 500 Est. Cost $20.66 Unrealized +7.5%
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF 0.0%
Value ($000) $12 Shares 268 Est. Cost $45.82 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $12 Shares 94 Est. Cost $114.72 Unrealized +20.5%
RPM RPM INTL INC COM 0.0%
Value ($000) $12 Shares 111 Est. Cost $97.22 Unrealized +13.9%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $12 Shares 500 Est. Cost $20.15 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $12 Shares 151 Est. Cost $35.48 Unrealized +114.7%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $11 Shares 185 Est. Cost $106.26 Unrealized
TBN TAMBORAN RES CORP COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.13 Unrealized 0.0%
ON SEMICONDUCTOR CORP 0 05/01/2027 0.0%
Value ($000) $11 Shares 8,000 Est. Cost $1.47 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $11 Shares 78 Est. Cost $136.77 Unrealized -8.2%
RACE FERRARI N V COM 0.0%
Value ($000) $11 Shares 27 Est. Cost $206.10 Unrealized +101.7%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $11 Shares 8 Est. Cost $91.17 Unrealized +58.0%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $11 Shares 200 Est. Cost $47.73 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $11 Shares 147 Est. Cost $89.05 Unrealized -1.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.38 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $11 Shares 224 Est. Cost $44.89 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $10 Shares 69 Est. Cost $150.86 Unrealized +1.3%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $10 Shares 1,387 Est. Cost $11.44 Unrealized -30.0%
TTC TORO CO COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $105.94 Unrealized -16.7%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $172.84 Unrealized +16.8%
WAB WABTEC COM 0.0%
Value ($000) $10 Shares 65 Est. Cost $93.96 Unrealized +68.7%
WIX WIX COM LTD SHS 0.0%
Value ($000) $10 Shares 64 Est. Cost $131.58 Unrealized +9.2%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $10 Shares 252 Est. Cost $25.46 Unrealized +61.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $10 Shares 52 Est. Cost $180.51 Unrealized -2.4%
GUIDEWIRE SOFTWARE INC 1.25 03/15/2025 0.0%
Value ($000) $10 Shares 8,000 Est. Cost $1.15 Unrealized
TSQ TOWNSQUARE MEDIA INC CL A 0.0%
Value ($000) $10 Shares 908 Est. Cost $9.84 Unrealized +17.3%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $10 Shares 177 Est. Cost $55.80 Unrealized +3.4%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $10 Shares 110 Est. Cost $89.67 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $137.95 Unrealized -16.5%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $10 Shares 272 Est. Cost $39.17 Unrealized -9.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $10 Shares 9 Est. Cost $60.49 Unrealized +14.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $9 Shares 236 Est. Cost $37.72 Unrealized +0.1%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $9 Shares 1,510 Est. Cost $7.95 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $9 Shares 58 Est. Cost $152.82 Unrealized -0.7%
DFH DREAM FINDERS HOMES INC COM CL A 0.0%
Value ($000) $9 Shares 347 Est. Cost $10.02 Unrealized +215.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $9 Shares 242 Est. Cost $29.81 Unrealized +15.1%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.58 Unrealized
FCCO FIRST CMNTY CORP S C COM 0.0%
Value ($000) $9 Shares 508 Est. Cost $17.13 Unrealized -7.1%
TYLER TEX INDPT SCH DIST 0.25 03/15/2026 0.0%
Value ($000) $9 Shares 8,000 Est. Cost $1.00 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $9 Shares 135 Est. Cost $61.70 Unrealized +13.4%
DIV GLOBAL X SUPER DIVIDEND U.S. ETF 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.79 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $8 Shares 536 Est. Cost $21.53 Unrealized -33.4%
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $8 Shares 87 Est. Cost $79.76 Unrealized +22.5%
SNAP SNAP INC CL A 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.35 Unrealized 0.0%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $8 Shares 160 Est. Cost $31.42 Unrealized +46.7%
CHWY CHEWY INC CL A 0.0%
Value ($000) $8 Shares 300 Est. Cost $19.04 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $49.45 Unrealized +10.9%
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $8 Shares 475 Est. Cost $14.15 Unrealized
WINNEBAGO INDS INC 1.5 04/01/2025 0.0%
Value ($000) $8 Shares 8,000 Est. Cost $1.23 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $8 Shares 212 Est. Cost $36.81 Unrealized -3.7%
INMD INMODE LTD SHS 0.0%
Value ($000) $8 Shares 438 Est. Cost $37.89 Unrealized -51.5%
ECH ISHARES MSCI CHILE ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.09 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $8 Shares 76 Est. Cost $127.43 Unrealized -22.0%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $7.29 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $8 Shares 130 Est. Cost $86.01 Unrealized -25.6%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $8 Shares 165 Est. Cost $35.76 Unrealized +24.1%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $8 Shares 465 Est. Cost $19.27 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 152 Est. Cost $49.11 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $131.85 Unrealized +3.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $93.48 Unrealized +45.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $7 Shares 201 Est. Cost $38.07 Unrealized -6.5%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $7 Shares 115 Est. Cost $51.54 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 81 Est. Cost $86.77 Unrealized +11.4%
MASI MASIMO CORP COM 0.0%
Value ($000) $7 Shares 57 Est. Cost $136.56 Unrealized -3.6%
IEX IDEX CORP COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $214.74 Unrealized -0.6%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $7 Shares 228 Est. Cost $50.83 Unrealized -28.0%
HPQ HP INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $29.17 Unrealized +1.9%
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $7 Shares 150 Est. Cost $47.10 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $7 Shares 136 Est. Cost $58.65 Unrealized -19.5%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value ($000) $7 Shares 271 Est. Cost $36.29 Unrealized -29.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $7 Shares 89 Est. Cost $78.11 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 53 Est. Cost $135.26 Unrealized +2.2%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $7 Shares 120 Est. Cost $49.78 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $7 Shares 300 Est. Cost $17.73 Unrealized +10.5%
VIACOMCBS INC CL B 0.0%
Value ($000) $7 Shares 654 Est. Cost $17.40 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $7 Shares 112 Est. Cost $80.85 Unrealized -28.6%
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $7 Shares 125 Est. Cost $40.74 Unrealized
AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $7 Shares 300 Est. Cost $22.08 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $147.13 Unrealized +39.0%
BALL BALL CORP COM 0.0%
Value ($000) $7 Shares 109 Est. Cost $49.55 Unrealized +32.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $7 Shares 104 Est. Cost $61.05 Unrealized
FNB F N B CORP COM 0.0%
Value ($000) $6 Shares 470 Est. Cost $12.60 Unrealized +1.4%
NCNO NCINO INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $31.49 Unrealized -0.7%
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $6 Shares 400 Est. Cost $8.65 Unrealized +80.1%
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value ($000) $6 Shares 401 Est. Cost $12.08 Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $6 Shares 178 Est. Cost $44.69 Unrealized -23.3%
WRLD WORLD ACCEP CORPORATION COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $79.01 Unrealized +66.8%
CANE TEUCRIUM SUGAR FUND 0.0%
Value ($000) $6 Shares 500 Est. Cost $9.53 Unrealized
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $6 Shares 204 Est. Cost $26.68 Unrealized -0.7%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $67.10 Unrealized +80.4%
PUBM PUBMATIC INC COM CL A 0.0%
Value ($000) $6 Shares 290 Est. Cost $15.64 Unrealized +42.5%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $6 Shares 110 Est. Cost $55.37 Unrealized +1.9%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $6 Shares 64 Est. Cost $93.69 Unrealized -7.4%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $6 Shares 204 Est. Cost $23.40 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $6 Shares 15 Est. Cost $341.99 Unrealized +18.4%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $251.08 Unrealized -32.6%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $6 Shares 85 Est. Cost $65.35 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $5 Shares 261 Est. Cost $17.65 Unrealized +22.9%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $5 Shares 76 Est. Cost $53.71 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 75 Est. Cost $88.09 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $5 Shares 433 Est. Cost $27.07 Unrealized -58.3%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $5 Shares 80 Est. Cost $51.02 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $5 Shares 272 Est. Cost $14.20 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $5 Shares 155 Est. Cost $34.87 Unrealized -0.4%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $106.66 Unrealized
WEX WEX INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $155.68 Unrealized +31.0%
ALLETE INC COM NEW 0.0%
Value ($000) $5 Shares 83 Est. Cost $64.51 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 30 Est. Cost $192.30 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $5 Shares 105 Est. Cost $50.33 Unrealized 0.0%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $5 Shares 127 Est. Cost $37.22 Unrealized
FLBR FRANKLIN FTSE BRAZIL ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.23 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 466 Est. Cost $9.05 Unrealized +13.1%
EASTERLY GOVT PPTYS INC COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $14.27 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $101.36 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $5 Shares 51 Est. Cost $57.10 Unrealized +65.8%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $91.50 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $114.07 Unrealized +34.6%
MAG SILVER CORP COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $15.63 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $61.43 Unrealized -26.3%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 352 Est. Cost $15.60 Unrealized
BOC BOSTON OMAHA CORP CL A COM STK 0.0%
Value ($000) $5 Shares 338 Est. Cost $26.22 Unrealized -43.6%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $5 Shares 675 Est. Cost $6.73 Unrealized
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $84.08 Unrealized 0.0%
EQT EQT CORP COM 0.0%
Value ($000) $4 Shares 120 Est. Cost $38.30 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $4 Shares 101 Est. Cost $46.13 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $178.13 Unrealized +20.7%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.36 Unrealized +1.5%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $4 Shares 178 Est. Cost $19.32 Unrealized +24.9%
ASAN ASANA INC CL A 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.26 Unrealized 0.0%
APPN APPIAN CORP CL A 0.0%
Value ($000) $4 Shares 135 Est. Cost $34.66 Unrealized -5.4%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $4 Shares 150 Est. Cost $16.93 Unrealized +51.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $53.85 Unrealized +4.0%
CALLIDITAS THERAPEUTICS AB SPONSERED ADS 0.0%
Value ($000) $4 Shares 105 Est. Cost $17.00 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4 Shares 86 Est. Cost $32.24 Unrealized +51.4%
SILVERCREST METALS INC COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.00 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $4 Shares 400 Est. Cost $26.46 Unrealized -53.9%
MQ MARQETA INC CLASS A COM 0.0%
Value ($000) $4 Shares 670 Est. Cost $6.19 Unrealized -11.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $4 Shares 26 Est. Cost $95.25 Unrealized +51.7%
LILA LIBERTY LATIN AMERICA LTD COM CL A 0.0%
Value ($000) $4 Shares 371 Est. Cost $7.51 Unrealized +9.2%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $4 Shares 25 Est. Cost $115.29 Unrealized 0.0%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $4 Shares 126 Est. Cost $29.80 Unrealized -11.5%
NXE NEXGEN ENERGY LTD COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.17 Unrealized +83.6%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.34 Unrealized +13.6%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $63.97 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $5.89 Unrealized -39.2%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $3 Shares 53 Est. Cost $51.83 Unrealized +13.3%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $80.96 Unrealized +5.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $65.50 Unrealized +91.1%
TILRAY INC COM CL 2 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $2.41 Unrealized
LMND LEMONADE INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.77 Unrealized -15.6%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $3 Shares 250 Est. Cost $22.48 Unrealized -30.2%
ACVF AMERICAN CONSERVATIVE VALUES ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $29.73 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $8.77 Unrealized -58.2%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $3 Shares 163 Est. Cost $11.35 Unrealized +36.2%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $226.75 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $3 Shares 52 Est. Cost $61.49 Unrealized -4.1%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $3 Shares 103 Est. Cost $31.20 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 1,020 Est. Cost $4.53 Unrealized
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $0.64 Unrealized 0.0%
TELLURIAN INC NEW COM 0.0%
Value ($000) $3 Shares 4,000 Est. Cost $1.52 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $235.54 Unrealized +25.7%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 144 Est. Cost $23.70 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $3 Shares 120 Est. Cost $24.44 Unrealized 0.0%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $55.98 Unrealized
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $3 Shares 425 Est. Cost $5.49 Unrealized +20.1%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 102 Est. Cost $10.64 Unrealized +125.4%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $3 Shares 10 Est. Cost $226.15 Unrealized +9.8%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 20 Est. Cost $93.83 Unrealized +30.4%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $2 Shares 500 Est. Cost $7.41 Unrealized -24.7%
REDFIN CORP COM 0.0%
Value ($000) $2 Shares 395 Est. Cost $6.65 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $56.25 Unrealized +97.1%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $2 Shares 408 Est. Cost $5.70 Unrealized
ARQT ARCUTIS BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.54 Unrealized -5.2%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.31 Unrealized +21.5%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $39.53 Unrealized -39.8%
QDEL QUIDELORTHO CORP COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $84.70 Unrealized -51.7%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $15.64 Unrealized +3.9%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $62.38 Unrealized +13.5%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $2 Shares 87 Est. Cost $25.04 Unrealized -10.3%
23ANDME HOLDING CO CLASS A COM 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $2.16 Unrealized
RMD RESMED INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $163.62 Unrealized +22.2%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $2 Shares 125 Est. Cost $24.02 Unrealized -35.8%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $110.94 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.48 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $127.77 Unrealized +37.6%
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.55 Unrealized -2.8%
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.01 Unrealized -21.9%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $2 Shares 18 Est. Cost $76.28 Unrealized
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.56 Unrealized 0.0%
FROG JFROG LTD ORD SHS 0.0%
Value ($000) $2 Shares 40 Est. Cost $22.72 Unrealized +61.3%
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.72 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $469.84 Unrealized -29.7%
NNOX NANO X IMAGING LTD ORD SHS 0.0%
Value ($000) $1 Shares 200 Est. Cost $11.08 Unrealized -19.7%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $176.61 Unrealized -36.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $68.32 Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $1 Shares 181 Est. Cost $9.94 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $50.04 Unrealized
UNG UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $1 Shares 75 Est. Cost $5.07 Unrealized
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $1 Shares 79 Est. Cost $31.33 Unrealized -31.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $70.89 Unrealized -10.9%
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.68 Unrealized +119.7%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $1 Shares 292 Est. Cost $3.96 Unrealized +17.0%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $39.40 Unrealized +8.5%
TLSA TIZIANA LIFE SCIENCES LTD COMMON SHARES 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.69 Unrealized +6.1%
AVXL ANAVEX LIFE SCIENCES CORP COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.68 Unrealized -62.1%
MICROCLOUD HOLOGRAM INC ORD SHS NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $0.82 Unrealized
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $53.57 Unrealized +12.0%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $41.45 Unrealized -23.6%
POLESTAR AUTOMOTIVE HLDG UK ADS A 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $4.40 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 148 Est. Cost $6.36 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $44.94 Unrealized -36.4%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.02 Unrealized 0.0%
OPAD OFFERPAD SOLUTIONS INC COM CL A 0.0%
Value ($000) $1 Shares 153 Est. Cost $8.40 Unrealized -26.1%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.65 Unrealized -21.1%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.60 Unrealized -12.9%
SPCE VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $18.13 Unrealized 0.0%
FUBO FUBOTV INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.05 Unrealized -56.3%
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $34.01 Unrealized -19.6%
NIKOLA CORP COM 0.0%
Value ($000) $1 Shares 66 Est. Cost $8.20 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $35.78 Unrealized -41.7%
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 180 Est. Cost $3.17 Unrealized
PGNY PROGYNY INC COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $37.04 Unrealized -18.7%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 443 Est. Cost $1.27 Unrealized -0.5%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $0 Shares 117 Est. Cost $10.42 Unrealized -63.1%
SSSS SURO CAPITAL CORP COM NEW 0.0%
Value ($000) $0 Shares 110 Est. Cost $3.95 Unrealized +1.3%
CRNC CERENCE INC COM 0.0%
Value ($000) $0 Shares 155 Est. Cost $17.13 Unrealized -58.4%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $2.31 Unrealized
KOPN KOPIN CORP COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.97 Unrealized 0.0%
SMLR SEMLER SCIENTIFIC INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $34.69 Unrealized -17.0%
VINP VINCI PARTNERS INVTS LTD COM CL A 0.0%
Value ($000) $0 Shares 36 Est. Cost $9.97 Unrealized +8.2%
DAVA ENDAVA PLC ADS 0.0%
Value ($000) $0 Shares 12 Est. Cost $76.50 Unrealized
TE FREYR BATTERY INC COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.70 Unrealized -29.2%
HL HECLA MNG CO COM 0.0%
Value ($000) $0 Shares 69 Est. Cost $4.89 Unrealized +8.3%
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.65 Unrealized -52.7%
CHGG CHEGG INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $17.29 Unrealized -71.3%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 105 Est. Cost $6.83 Unrealized
SLI STANDARD LITHIUM LTD COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.88 Unrealized -64.2%
SPT SPROUT SOCIAL INC COM CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.67 Unrealized -31.4%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 121 Est. Cost $9.53 Unrealized
LICYQ LI-CYCLE HOLDINGS CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.52 Unrealized
AVIR ATEA PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 46 Est. Cost $5.06 Unrealized -26.3%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.98 Unrealized -48.6%
CSTL CASTLE BIOSCIENCES INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $23.18 Unrealized -3.9%
OUTSET MED INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $25.81 Unrealized
RMR RMR GROUP INC CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.62 Unrealized -5.2%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.00 Unrealized
FTHM FATHOM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 47 Est. Cost $4.72 Unrealized -64.8%
CMRC BIGCOMMERCE HLDGS INC COM SER 1 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.83 Unrealized -34.0%
CGC CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized +44.4%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.43 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.75 Unrealized
SKLZ SKILLZ INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.57 Unrealized -43.8%
GRAL GRAIL INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.22 Unrealized 0.0%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.20 Unrealized
WHEELER REAL ESTATE INVT TR IN COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.00 Unrealized
ADVANCED MARKETING SERVICES 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 419 Est. Cost $5.65 Unrealized