Global Trust Asset Management, LLC Diversified Active

CIK: 0001729672 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 23, 2024

Total Value ($000): $269,895 (100.0% shares, 0.0% debt)

Holdings (490)

SPY SPDR S&P 500 ETF TR 7.4%
Value ($000) $20,023 Shares 34,897 Est. Cost $270.34 Unrealized
QQQ INVESCO QQQ TR 6.4%
Value ($000) $17,170 Shares 35,180 Est. Cost $209.92 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $12,310 Shares 52,833 Est. Cost $106.43 Unrealized +108.5%
VTI VANGUARD INDEX FDS 2.7%
Value ($000) $7,214 Shares 25,477 Est. Cost $174.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $7,169 Shares 15,577 Est. Cost $246.43 Unrealized +79.4%
MSFT MICROSOFT CORP 2.4%
Value ($000) $6,560 Shares 15,245 Est. Cost $165.18 Unrealized +156.1%
IJH ISHARES TR 2.1%
Value ($000) $5,784 Shares 92,803 Est. Cost $85.76 Unrealized
VXUS VANGUARD STAR FDS 2.0%
Value ($000) $5,368 Shares 82,915 Est. Cost $54.42 Unrealized
IJR ISHARES TR 1.9%
Value ($000) $5,236 Shares 44,771 Est. Cost $79.35 Unrealized
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $4,626 Shares 54,731 Est. Cost $60.95 Unrealized +22.8%
IEFA ISHARES TR 1.6%
Value ($000) $4,264 Shares 54,636 Est. Cost $61.16 Unrealized
LOW LOWES COS INC 1.6%
Value ($000) $4,233 Shares 15,627 Est. Cost $86.31 Unrealized +173.6%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $3,819 Shares 7,734 Est. Cost $223.53 Unrealized +106.6%
CAT CATERPILLAR INC 1.4%
Value ($000) $3,675 Shares 9,397 Est. Cost $185.02 Unrealized +83.1%
AMZN AMAZON COM INC 1.3%
Value ($000) $3,577 Shares 19,198 Est. Cost $136.09 Unrealized +34.1%
NVO NOVO-NORDISK A S 1.2%
Value ($000) $3,162 Shares 26,554 Est. Cost $73.41 Unrealized
VTV VANGUARD INDEX FDS 1.1%
Value ($000) $3,006 Shares 17,219 Est. Cost $126.86 Unrealized
V VISA INC 1.1%
Value ($000) $2,946 Shares 10,715 Est. Cost $156.18 Unrealized +71.4%
WMT WALMART INC 1.1%
Value ($000) $2,846 Shares 35,247 Est. Cost $51.64 Unrealized +40.4%
WEC WEC ENERGY GROUP INC 1.0%
Value ($000) $2,830 Shares 29,428 Est. Cost $89.42 Unrealized -5.4%
DVY ISHARES TR 1.0%
Value ($000) $2,731 Shares 20,222 Est. Cost $110.97 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $2,667 Shares 7,104 Est. Cost $189.67 Unrealized
MCK MCKESSON CORP 1.0%
Value ($000) $2,615 Shares 5,289 Est. Cost $137.72 Unrealized +301.8%
GOOG ALPHABET INC 0.9%
Value ($000) $2,466 Shares 14,751 Est. Cost $109.01 Unrealized +54.3%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $2,416 Shares 2,725 Est. Cost $403.29 Unrealized +113.7%
AMAT APPLIED MATLS INC 0.9%
Value ($000) $2,410 Shares 11,927 Est. Cost $51.71 Unrealized +291.3%
VBK VANGUARD INDEX FDS 0.9%
Value ($000) $2,406 Shares 9,000 Est. Cost $217.43 Unrealized
HYG ISHARES TR 0.9%
Value ($000) $2,357 Shares 29,349 Est. Cost $78.44 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,289 Shares 13,217 Est. Cost $107.20 Unrealized +53.2%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $2,115 Shares 10,029 Est. Cost $112.05 Unrealized +82.9%
IWP ISHARES TR 0.7%
Value ($000) $1,850 Shares 15,769 Est. Cost $118.56 Unrealized
AGG ISHARES TR 0.7%
Value ($000) $1,824 Shares 18,007 Est. Cost $109.16 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,738 Shares 4,290 Est. Cost $201.50 Unrealized +75.0%
MRK MERCK & CO INC 0.6%
Value ($000) $1,710 Shares 15,061 Est. Cost $67.75 Unrealized +66.7%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,687 Shares 35,263 Est. Cost $43.46 Unrealized
WCC WESCO INTL INC 0.6%
Value ($000) $1,667 Shares 9,925 Est. Cost $39.64 Unrealized +304.1%
UNP UNION PAC CORP 0.6%
Value ($000) $1,622 Shares 6,582 Est. Cost $100.79 Unrealized +132.8%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,615 Shares 9,740 Est. Cost $145.50 Unrealized +14.6%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $1,594 Shares 42,846 Est. Cost $17.91 Unrealized +71.4%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,571 Shares 3,173 Est. Cost $319.87 Unrealized +48.5%
META META PLATFORMS INC 0.6%
Value ($000) $1,534 Shares 2,680 Est. Cost $415.29 Unrealized +23.3%
ORCL ORACLE CORP 0.6%
Value ($000) $1,531 Shares 8,984 Est. Cost $52.11 Unrealized +174.5%
AVDV AMERICAN CENTY ETF TR 0.6%
Value ($000) $1,490 Shares 21,087 Est. Cost $47.37 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $1,478 Shares 1,668 Est. Cost $508.79 Unrealized +75.0%
COR CENCORA INC 0.5%
Value ($000) $1,468 Shares 6,521 Est. Cost $63.39 Unrealized +262.3%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $1,461 Shares 4,276 Est. Cost $78.92 Unrealized +113.3%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,461 Shares 42,617 Est. Cost $23.18 Unrealized
ENB ENBRIDGE INC 0.5%
Value ($000) $1,459 Shares 35,931 Est. Cost $22.92 Unrealized +55.0%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,448 Shares 14,860 Est. Cost $83.86 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $1,418 Shares 12,550 Est. Cost $128.92 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,413 Shares 37,112 Est. Cost $29.20 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.5%
Value ($000) $1,369 Shares 17,054 Est. Cost $56.39 Unrealized +40.5%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,369 Shares 11,273 Est. Cost $110.65 Unrealized +6.7%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,307 Shares 2,236 Est. Cost $344.94 Unrealized +49.7%
DIHP DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,294 Shares 46,725 Est. Cost $21.04 Unrealized
RTX RTX CORPORATION 0.5%
Value ($000) $1,273 Shares 10,503 Est. Cost $54.75 Unrealized +102.9%
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,267 Shares 41,134 Est. Cost $22.69 Unrealized
PFF ISHARES TR 0.5%
Value ($000) $1,263 Shares 38,020 Est. Cost $37.94 Unrealized
FLOT ISHARES TR 0.5%
Value ($000) $1,256 Shares 24,609 Est. Cost $50.07 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,243 Shares 7,307 Est. Cost $116.41 Unrealized +39.9%
EFA ISHARES TR 0.5%
Value ($000) $1,233 Shares 14,743 Est. Cost $70.51 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $1,218 Shares 7,059 Est. Cost $157.57 Unrealized +0.3%
ARISTA NETWORKS INC 0.4%
Value ($000) $1,206 Shares 3,141 Est. Cost $289.50 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,172 Shares 34,387 Est. Cost $22.59 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $1,085 Shares 4,146 Est. Cost $222.99 Unrealized +2.3%
BJUL INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,068 Shares 24,450 Est. Cost $32.14 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,028 Shares 3,791 Est. Cost $184.44 Unrealized +32.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,011 Shares 6,239 Est. Cost $129.08 Unrealized +18.3%
JNK SPDR SER TR 0.4%
Value ($000) $1,005 Shares 10,278 Est. Cost $102.29 Unrealized
IFEB INNOVATOR ETFS TRUST 0.4%
Value ($000) $973 Shares 35,600 Est. Cost $26.05 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $959 Shares 6,511 Est. Cost $114.26 Unrealized +22.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $945 Shares 1,617 Est. Cost $329.76 Unrealized +66.3%
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $940 Shares 1,746 Est. Cost $178.32 Unrealized +200.7%
KJAN INNOVATOR ETFS TRUST 0.3%
Value ($000) $908 Shares 24,500 Est. Cost $35.37 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $906 Shares 19,749 Est. Cost $43.05 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $884 Shares 4,475 Est. Cost $111.73 Unrealized +59.9%
DFAR DIMENSIONAL ETF TRUST 0.3%
Value ($000) $871 Shares 33,955 Est. Cost $22.75 Unrealized
IWS ISHARES TR 0.3%
Value ($000) $870 Shares 6,577 Est. Cost $83.24 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $857 Shares 3,876 Est. Cost $150.31 Unrealized +25.7%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $819 Shares 1,575 Est. Cost $337.28 Unrealized +54.4%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $810 Shares 9,094 Est. Cost $25.81 Unrealized +27.8%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $805 Shares 2,501 Est. Cost $256.23 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.3%
Value ($000) $804 Shares 18,604 Est. Cost $43.62 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $789 Shares 6,379 Est. Cost $125.00 Unrealized
IQV IQVIA HLDGS INC 0.3%
Value ($000) $765 Shares 3,228 Est. Cost $100.97 Unrealized +133.8%
CTVA CORTEVA INC 0.3%
Value ($000) $748 Shares 12,726 Est. Cost $25.42 Unrealized +111.6%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $744 Shares 2,772 Est. Cost $260.18 Unrealized -0.3%
SDY SPDR SER TR 0.3%
Value ($000) $714 Shares 5,025 Est. Cost $114.02 Unrealized
CI THE CIGNA GROUP 0.3%
Value ($000) $713 Shares 2,058 Est. Cost $180.20 Unrealized +85.9%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $689 Shares 164 Est. Cost $1755.46 Unrealized +116.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $669 Shares 1,267 Est. Cost $368.56 Unrealized +29.7%
IEF ISHARES TR 0.2%
Value ($000) $664 Shares 6,772 Est. Cost $96.48 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $644 Shares 2,351 Est. Cost $216.87 Unrealized +17.0%
MGV VANGUARD WORLD FD 0.2%
Value ($000) $643 Shares 5,015 Est. Cost $121.02 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $637 Shares 10,128 Est. Cost $57.45 Unrealized -3.9%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $620 Shares 28,088 Est. Cost $12.66 Unrealized +56.8%
VDC VANGUARD WORLD FD 0.2%
Value ($000) $604 Shares 2,763 Est. Cost $201.50 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $586 Shares 10,542 Est. Cost $40.46 Unrealized
BOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $582 Shares 13,700 Est. Cost $31.76 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $562 Shares 1,844 Est. Cost $179.31 Unrealized +48.7%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $550 Shares 9,736 Est. Cost $37.41 Unrealized +46.6%
NFLX NETFLIX INC 0.2%
Value ($000) $545 Shares 768 Est. Cost $46.72 Unrealized +43.1%
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $539 Shares 8,310 Est. Cost $47.62 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $537 Shares 1,270 Est. Cost $294.98 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $536 Shares 1,036 Est. Cost $480.06 Unrealized +14.2%
QUAL ISHARES TR 0.2%
Value ($000) $535 Shares 2,985 Est. Cost $154.95 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $525 Shares 1,738 Est. Cost $134.71 Unrealized +112.7%
KJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $510 Shares 17,500 Est. Cost $25.04 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $507 Shares 1,702 Est. Cost $220.50 Unrealized +19.4%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $497 Shares 2,773 Est. Cost $159.79 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $482 Shares 1,037 Est. Cost $290.85 Unrealized +65.2%
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $482 Shares 7,188 Est. Cost $59.14 Unrealized
XBJA INNOVATOR ETFS TRUST 0.2%
Value ($000) $468 Shares 16,500 Est. Cost $22.03 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $463 Shares 598 Est. Cost $349.43 Unrealized +121.8%
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $463 Shares 3,093 Est. Cost $67.53 Unrealized +107.1%
EPI WISDOMTREE TR 0.2%
Value ($000) $462 Shares 9,150 Est. Cost $46.26 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $449 Shares 5,748 Est. Cost $89.49 Unrealized -25.4%
DDOG DATADOG INC 0.2%
Value ($000) $440 Shares 3,827 Est. Cost $125.42 Unrealized -6.8%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $425 Shares 1,620 Est. Cost $129.01 Unrealized +83.9%
IWD ISHARES TR 0.2%
Value ($000) $416 Shares 2,191 Est. Cost $143.47 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $412 Shares 5,734 Est. Cost $51.81 Unrealized +26.7%
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $410 Shares 4,250 Est. Cost $87.92 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.2%
Value ($000) $410 Shares 1,549 Est. Cost $193.13 Unrealized +32.6%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $402 Shares 3,138 Est. Cost $105.54 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $401 Shares 816 Est. Cost $448.04 Unrealized +3.9%
FOUR SHIFT4 PMTS INC 0.1%
Value ($000) $400 Shares 4,512 Est. Cost $74.02 Unrealized +2.4%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $398 Shares 4,150 Est. Cost $79.45 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $383 Shares 8,130 Est. Cost $46.16 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $381 Shares 1,654 Est. Cost $87.27 Unrealized +152.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $376 Shares 2,760 Est. Cost $122.30 Unrealized -1.4%
SMH VANECK ETF TRUST 0.1%
Value ($000) $366 Shares 1,490 Est. Cost $227.43 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $353 Shares 2,046 Est. Cost $61.79 Unrealized +199.6%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $348 Shares 3,850 Est. Cost $75.52 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $345 Shares 4,498 Est. Cost $59.88 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $337 Shares 3,508 Est. Cost $135.27 Unrealized -33.0%
AVRE AMERICAN CENTY ETF TR 0.1%
Value ($000) $335 Shares 7,105 Est. Cost $55.56 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $330 Shares 3,665 Est. Cost $76.68 Unrealized +5.4%
NVS NOVARTIS AG 0.1%
Value ($000) $328 Shares 2,852 Est. Cost $81.82 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $320 Shares 2,971 Est. Cost $120.53 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $314 Shares 595 Est. Cost $447.97 Unrealized
TLH ISHARES TR 0.1%
Value ($000) $312 Shares 2,850 Est. Cost $109.33 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $303 Shares 1,464 Est. Cost $146.48 Unrealized +28.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $294 Shares 1,693 Est. Cost $131.61 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $286 Shares 1,860 Est. Cost $146.51 Unrealized
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $280 Shares 3,250 Est. Cost $68.28 Unrealized +19.8%
NOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $277 Shares 5,550 Est. Cost $35.05 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $274 Shares 6,144 Est. Cost $44.83 Unrealized
XBAP INNOVATOR ETFS TRUST 0.1%
Value ($000) $274 Shares 8,210 Est. Cost $28.96 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $273 Shares 948 Est. Cost $247.64 Unrealized +9.3%
IYW ISHARES TR 0.1%
Value ($000) $271 Shares 1,790 Est. Cost $150.50 Unrealized
BFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $271 Shares 6,450 Est. Cost $35.83 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $267 Shares 3,964 Est. Cost $65.46 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $266 Shares 1,138 Est. Cost $196.64 Unrealized +9.5%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $266 Shares 3,538 Est. Cost $61.85 Unrealized +13.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $265 Shares 1,614 Est. Cost $153.64 Unrealized -1.1%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $264 Shares 2,551 Est. Cost $47.54 Unrealized +92.1%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $252 Shares 7,000 Est. Cost $29.23 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $248 Shares 6,000 Est. Cost $33.21 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $243 Shares 1,000 Est. Cost $243.06 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $242 Shares 869 Est. Cost $185.66 Unrealized +41.3%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $239 Shares 4,040 Est. Cost $57.53 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $232 Shares 3,463 Est. Cost $73.28 Unrealized -11.8%
AMGN AMGEN INC 0.1%
Value ($000) $231 Shares 717 Est. Cost $210.32 Unrealized +48.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $230 Shares 1,021 Est. Cost $163.73 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $223 Shares 1,165 Est. Cost $135.62 Unrealized +32.3%
IVV ISHARES TR 0.1%
Value ($000) $220 Shares 382 Est. Cost $409.30 Unrealized
WPP WPP PLC NEW 0.1%
Value ($000) $220 Shares 4,294 Est. Cost $66.12 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $219 Shares 3,051 Est. Cost $69.28 Unrealized
DE DEERE & CO 0.1%
Value ($000) $217 Shares 520 Est. Cost $286.20 Unrealized +29.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $217 Shares 1,600 Est. Cost $118.03 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $216 Shares 5,118 Est. Cost $43.98 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $215 Shares 258 Est. Cost $688.17 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $213 Shares 4,319 Est. Cost $52.10 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $212 Shares 471 Est. Cost $131.57 Unrealized +212.2%
HSY HERSHEY CO 0.1%
Value ($000) $211 Shares 1,100 Est. Cost $189.15 Unrealized -1.6%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $205 Shares 778 Est. Cost $220.84 Unrealized
XBJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $201 Shares 6,015 Est. Cost $28.40 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $199 Shares 3,615 Est. Cost $52.89 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $192 Shares 1,641 Est. Cost $61.22 Unrealized +79.7%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $192 Shares 555 Est. Cost $342.79 Unrealized
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $191 Shares 3,560 Est. Cost $53.53 Unrealized
FFIV F5 INC 0.1%
Value ($000) $188 Shares 856 Est. Cost $134.80 Unrealized +43.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $187 Shares 2,537 Est. Cost $40.93 Unrealized +60.4%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $184 Shares 1,242 Est. Cost $121.61 Unrealized +11.5%
VIPER ENERGY INC 0.1%
Value ($000) $183 Shares 4,055 Est. Cost $31.38 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $181 Shares 3,050 Est. Cost $58.69 Unrealized
KAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $179 Shares 5,500 Est. Cost $31.31 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $175 Shares 3,502 Est. Cost $37.12 Unrealized +19.2%
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $174 Shares 3,637 Est. Cost $46.88 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $172 Shares 1,700 Est. Cost $105.97 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $169 Shares 1,895 Est. Cost $126.02 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $166 Shares 604 Est. Cost $215.94 Unrealized +16.6%
MMM 3M CO 0.1%
Value ($000) $163 Shares 1,196 Est. Cost $117.39 Unrealized +1.5%
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $163 Shares 3,500 Est. Cost $25.14 Unrealized
TOL TOLL BROTHERS INC 0.1%
Value ($000) $162 Shares 1,050 Est. Cost $57.10 Unrealized +137.5%
SNY SANOFI 0.1%
Value ($000) $160 Shares 2,771 Est. Cost $42.95 Unrealized
METCB RAMACO RES INC 0.1%
Value ($000) $158 Shares 14,647 Est. Cost $10.63 Unrealized -7.3%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $157 Shares 282 Est. Cost $399.03 Unrealized +36.5%
ITA ISHARES TR 0.1%
Value ($000) $156 Shares 1,040 Est. Cost $135.75 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $155 Shares 361 Est. Cost $312.78 Unrealized +35.9%
NJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $152 Shares 2,500 Est. Cost $60.82 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $149 Shares 2,311 Est. Cost $40.12 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $147 Shares 2,368 Est. Cost $90.78 Unrealized -38.3%
GE GE AEROSPACE 0.1%
Value ($000) $146 Shares 776 Est. Cost $92.15 Unrealized +82.2%
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $145 Shares 6,915 Est. Cost $15.59 Unrealized
IXUS ISHARES TR 0.1%
Value ($000) $145 Shares 1,990 Est. Cost $62.38 Unrealized
HEI HEICO CORP NEW 0.1%
Value ($000) $144 Shares 550 Est. Cost $241.91 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $140 Shares 1,867 Est. Cost $75.18 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $138 Shares 900 Est. Cost $50.30 Unrealized +165.7%
VEEV VEEVA SYS INC 0.1%
Value ($000) $136 Shares 649 Est. Cost $231.43 Unrealized -14.6%
NJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $135 Shares 2,900 Est. Cost $38.52 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $135 Shares 5,741 Est. Cost $43.76 Unrealized -43.1%
UNILEVER PLC 0.0%
Value ($000) $134 Shares 2,062 Est. Cost $55.13 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $132 Shares 1,445 Est. Cost $84.13 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $131 Shares 2,900 Est. Cost $45.32 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $127 Shares 964 Est. Cost $69.29 Unrealized +85.3%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $125 Shares 2,660 Est. Cost $40.22 Unrealized
LKQ LKQ CORP 0.0%
Value ($000) $121 Shares 3,021 Est. Cost $22.09 Unrealized +78.2%
FTNT FORTINET INC 0.0%
Value ($000) $120 Shares 1,550 Est. Cost $59.67 Unrealized +14.5%
SPYG SPDR SER TR 0.0%
Value ($000) $116 Shares 1,401 Est. Cost $57.18 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $116 Shares 2,304 Est. Cost $57.47 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $114 Shares 733 Est. Cost $152.66 Unrealized -7.6%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $113 Shares 1,820 Est. Cost $54.18 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $113 Shares 4,000 Est. Cost $23.40 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $112 Shares 472 Est. Cost $163.33 Unrealized +37.5%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $112 Shares 1,903 Est. Cost $62.30 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $111 Shares 3,056 Est. Cost $27.65 Unrealized +16.8%
ABT ABBOTT LABS 0.0%
Value ($000) $111 Shares 971 Est. Cost $95.96 Unrealized +11.6%
FISV FISERV INC 0.0%
Value ($000) $109 Shares 606 Est. Cost $108.60 Unrealized +51.9%
IJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $109 Shares 3,700 Est. Cost $25.79 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $106 Shares 299 Est. Cost $176.73 Unrealized +82.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $106 Shares 1,084 Est. Cost $63.76 Unrealized +29.9%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $104 Shares 438 Est. Cost $211.69 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $102 Shares 1,165 Est. Cost $85.85 Unrealized
KIE SPDR SER TR 0.0%
Value ($000) $102 Shares 1,790 Est. Cost $54.82 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $99 Shares 1,668 Est. Cost $57.50 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $98 Shares 380 Est. Cost $218.95 Unrealized +9.7%
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $97 Shares 1,225 Est. Cost $79.58 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $97 Shares 1,492 Est. Cost $63.17 Unrealized -5.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $94 Shares 577 Est. Cost $150.63 Unrealized -6.3%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $93 Shares 1,096 Est. Cost $112.08 Unrealized -5.4%
IOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $92 Shares 3,000 Est. Cost $23.77 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $92 Shares 1,594 Est. Cost $62.60 Unrealized -18.3%
PII POLARIS INC 0.0%
Value ($000) $92 Shares 1,106 Est. Cost $110.42 Unrealized -26.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $92 Shares 148 Est. Cost $555.55 Unrealized +6.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $91 Shares 865 Est. Cost $91.63 Unrealized +5.4%
SOUTHSTATE CORPORATION 0.0%
Value ($000) $87 Shares 900 Est. Cost $47.78 Unrealized
T AT&T INC 0.0%
Value ($000) $86 Shares 3,900 Est. Cost $16.49 Unrealized +13.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $85 Shares 5,300 Est. Cost $13.71 Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $42.12 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $84 Shares 144 Est. Cost $462.30 Unrealized
METC RAMACO RES INC 0.0%
Value ($000) $83 Shares 7,058 Est. Cost $17.24 Unrealized -30.8%
PFE PFIZER INC 0.0%
Value ($000) $80 Shares 2,762 Est. Cost $28.84 Unrealized -7.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $79 Shares 305 Est. Cost $197.12 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $77 Shares 86 Est. Cost $112.56 Unrealized +46.1%
HESS CORP 0.0%
Value ($000) $77 Shares 564 Est. Cost $114.26 Unrealized
KOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $76 Shares 2,500 Est. Cost $25.24 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $72 Shares 1,550 Est. Cost $49.07 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $70 Shares 800 Est. Cost $94.41 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $70 Shares 569 Est. Cost $74.01 Unrealized +62.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $69 Shares 190 Est. Cost $340.46 Unrealized 0.0%
SHY ISHARES TR 0.0%
Value ($000) $68 Shares 819 Est. Cost $83.15 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $68 Shares 338 Est. Cost $180.52 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $68 Shares 1,485 Est. Cost $38.61 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $67 Shares 1,420 Est. Cost $32.80 Unrealized
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $65 Shares 1,989 Est. Cost $31.53 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $65 Shares 314 Est. Cost $204.26 Unrealized +0.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $64 Shares 762 Est. Cost $75.38 Unrealized
AVGE AMERICAN CENTY ETF TR 0.0%
Value ($000) $64 Shares 860 Est. Cost $64.99 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $63 Shares 2,054 Est. Cost $27.09 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $63 Shares 788 Est. Cost $82.63 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $62 Shares 1,201 Est. Cost $55.06 Unrealized -20.7%
SO SOUTHERN CO 0.0%
Value ($000) $60 Shares 663 Est. Cost $40.68 Unrealized +100.6%
IAU ISHARES GOLD TR 0.0%
Value ($000) $60 Shares 1,200 Est. Cost $45.52 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $59 Shares 900 Est. Cost $56.29 Unrealized 0.0%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $58 Shares 1,186 Est. Cost $56.98 Unrealized -24.1%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $58 Shares 220 Est. Cost $258.80 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $58 Shares 206 Est. Cost $235.03 Unrealized +20.9%
SHOP SHOPIFY INC 0.0%
Value ($000) $57 Shares 710 Est. Cost $68.98 Unrealized +0.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $57 Shares 1,114 Est. Cost $31.89 Unrealized +42.8%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $57 Shares 210 Est. Cost $139.61 Unrealized +73.7%
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $56 Shares 1,430 Est. Cost $27.62 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $55 Shares 141 Est. Cost $444.22 Unrealized -15.6%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $55 Shares 475 Est. Cost $86.45 Unrealized +22.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $53 Shares 506 Est. Cost $70.51 Unrealized +40.3%
CLS CELESTICA INC 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $51.68 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $51 Shares 951 Est. Cost $40.72 Unrealized +14.9%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $50 Shares 1,575 Est. Cost $28.08 Unrealized
KCE SPDR SER TR 0.0%
Value ($000) $50 Shares 400 Est. Cost $124.88 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $50 Shares 150 Est. Cost $226.55 Unrealized +33.0%
ISPY PROSHARES TR 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $44.11 Unrealized
XDQQ INNOVATOR ETFS TRUST 0.0%
Value ($000) $48 Shares 1,500 Est. Cost $31.97 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $46 Shares 480 Est. Cost $91.05 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $44 Shares 1,500 Est. Cost $21.33 Unrealized
GLW CORNING INC 0.0%
Value ($000) $42 Shares 940 Est. Cost $40.19 Unrealized +1.7%
BAC BANK AMERICA CORP 0.0%
Value ($000) $41 Shares 1,036 Est. Cost $30.20 Unrealized +28.4%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $40 Shares 201 Est. Cost $132.24 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $39 Shares 152 Est. Cost $158.10 Unrealized +21.2%
IYF ISHARES TR 0.0%
Value ($000) $38 Shares 370 Est. Cost $90.43 Unrealized
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $23.00 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $37 Shares 429 Est. Cost $77.46 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $36 Shares 489 Est. Cost $194.80 Unrealized -55.1%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $36 Shares 200 Est. Cost $179.61 Unrealized 0.0%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $36 Shares 919 Est. Cost $67.32 Unrealized -46.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $35 Shares 600 Est. Cost $55.35 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $34 Shares 664 Est. Cost $55.30 Unrealized +0.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $34 Shares 756 Est. Cost $42.12 Unrealized -8.9%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $34 Shares 192 Est. Cost $144.57 Unrealized +14.9%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $34 Shares 122 Est. Cost $150.49 Unrealized +73.0%
IJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.41 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $32 Shares 500 Est. Cost $59.52 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $31 Shares 281 Est. Cost $73.75 Unrealized +42.4%
BIL SPDR SER TR 0.0%
Value ($000) $31 Shares 340 Est. Cost $91.81 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $31 Shares 497 Est. Cost $54.82 Unrealized +8.4%
ARKK ARK ETF TR 0.0%
Value ($000) $31 Shares 650 Est. Cost $46.98 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $31 Shares 275 Est. Cost $105.15 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $30 Shares 300 Est. Cost $82.73 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $29 Shares 500 Est. Cost $46.29 Unrealized 0.0%
URNM SPROTT FDS TR 0.0%
Value ($000) $28 Shares 600 Est. Cost $45.88 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $27 Shares 118 Est. Cost $230.59 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $27 Shares 533 Est. Cost $50.25 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $27 Shares 13 Est. Cost $1265.75 Unrealized +48.7%
EIX EDISON INTL 0.0%
Value ($000) $26 Shares 300 Est. Cost $62.61 Unrealized +21.4%
PHIN PHINIA INC 0.0%
Value ($000) $26 Shares 559 Est. Cost $31.24 Unrealized +39.9%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $26 Shares 18 Est. Cost $457.04 Unrealized +152.1%
WELL WELLTOWER INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $63.42 Unrealized +79.5%
XME SPDR SER TR 0.0%
Value ($000) $25 Shares 400 Est. Cost $63.72 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $25 Shares 198 Est. Cost $109.68 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $24 Shares 2,350 Est. Cost $10.83 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $23 Shares 500 Est. Cost $63.34 Unrealized -19.9%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $23 Shares 26 Est. Cost $230.77 Unrealized +18.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $122.97 Unrealized 0.0%
KXI ISHARES TR 0.0%
Value ($000) $23 Shares 345 Est. Cost $77.24 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $23 Shares 400 Est. Cost $56.60 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $23 Shares 503 Est. Cost $49.54 Unrealized -7.8%
TIP ISHARES TR 0.0%
Value ($000) $22 Shares 203 Est. Cost $125.86 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $22 Shares 265 Est. Cost $29.34 Unrealized +168.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $22 Shares 130 Est. Cost $99.69 Unrealized +71.7%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 129 Est. Cost $145.91 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $21 Shares 100 Est. Cost $205.09 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $163.58 Unrealized +14.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $20 Shares 488 Est. Cost $52.32 Unrealized -18.4%
NURE NUSHARES ETF TR 0.0%
Value ($000) $20 Shares 600 Est. Cost $35.58 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $20 Shares 220 Est. Cost $90.64 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $20 Shares 225 Est. Cost $43.17 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $20 Shares 300 Est. Cost $65.00 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 200 Est. Cost $84.28 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $19 Shares 474 Est. Cost $53.47 Unrealized -13.0%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $19 Shares 313 Est. Cost $65.64 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $19 Shares 73 Est. Cost $182.41 Unrealized +32.2%
HDV ISHARES TR 0.0%
Value ($000) $19 Shares 159 Est. Cost $89.87 Unrealized
ARKQ ARK ETF TR 0.0%
Value ($000) $18 Shares 300 Est. Cost $52.46 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $18 Shares 202 Est. Cost $72.16 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $223.73 Unrealized -18.4%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $17 Shares 240 Est. Cost $60.70 Unrealized -0.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $16 Shares 100 Est. Cost $163.95 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.78 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $16 Shares 15 Est. Cost $311.72 Unrealized +207.0%
CMI CUMMINS INC 0.0%
Value ($000) $15 Shares 47 Est. Cost $196.18 Unrealized +46.8%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.57 Unrealized
DMBS DOUBLELINE ETF TRUST 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.39 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $15 Shares 157 Est. Cost $71.08 Unrealized +17.8%
ISTB ISHARES TR 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.42 Unrealized
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $15 Shares 300 Est. Cost $39.33 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $14 Shares 53 Est. Cost $168.20 Unrealized +67.2%
DRLL EA SERIES TRUST 0.0%
Value ($000) $14 Shares 500 Est. Cost $29.45 Unrealized
ISHARES INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $27.46 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $14 Shares 80 Est. Cost $137.50 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $14 Shares 675 Est. Cost $17.35 Unrealized +13.7%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $13 Shares 100 Est. Cost $47.68 Unrealized +18.7%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $13 Shares 50 Est. Cost $202.52 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $117.42 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $12 Shares 102 Est. Cost $83.70 Unrealized +31.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $113.89 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $12 Shares 164 Est. Cost $41.58 Unrealized +53.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $112.73 Unrealized 0.0%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $12 Shares 755 Est. Cost $9.90 Unrealized +29.6%
IEMG ISHARES INC 0.0%
Value ($000) $11 Shares 191 Est. Cost $54.51 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $11 Shares 187 Est. Cost $40.76 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $11 Shares 201 Est. Cost $47.38 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $11 Shares 120 Est. Cost $53.34 Unrealized +43.2%
TFC TRUIST FINL CORP 0.0%
Value ($000) $11 Shares 250 Est. Cost $40.89 Unrealized -3.2%
SPMD SPDR SER TR 0.0%
Value ($000) $10 Shares 189 Est. Cost $25.97 Unrealized
ONON ON HLDG AG 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.90 Unrealized 0.0%
LIN LINDE PLC 0.0%
Value ($000) $10 Shares 21 Est. Cost $322.30 Unrealized +39.0%
SHEL SHELL PLC 0.0%
Value ($000) $10 Shares 150 Est. Cost $46.67 Unrealized
WAB WABTEC 0.0%
Value ($000) $9 Shares 51 Est. Cost $82.05 Unrealized +98.6%
CHAMPIONX CORPORATION 0.0%
Value ($000) $9 Shares 299 Est. Cost $14.75 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $9 Shares 30 Est. Cost $221.40 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $9 Shares 9 Est. Cost $840.24 Unrealized 0.0%
IAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $9 Shares 300 Est. Cost $27.04 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $8 Shares 64 Est. Cost $318.77 Unrealized -61.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $8 Shares 132 Est. Cost $63.00 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $8 Shares 69 Est. Cost $119.61 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $8 Shares 186 Est. Cost $35.79 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $8 Shares 250 Est. Cost $30.28 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $7 Shares 155 Est. Cost $49.45 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 156 Est. Cost $53.93 Unrealized
HPQ HP INC 0.0%
Value ($000) $7 Shares 203 Est. Cost $30.32 Unrealized +9.7%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 88 Est. Cost $78.39 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 405 Est. Cost $13.69 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $6 Shares 166 Est. Cost $36.98 Unrealized -2.0%
O REALTY INCOME CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.15 Unrealized +9.7%
BP BP PLC 0.0%
Value ($000) $6 Shares 200 Est. Cost $31.39 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $27.58 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $78.91 Unrealized +144.5%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 240 Est. Cost $16.89 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $6 Shares 41 Est. Cost $203.04 Unrealized
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $6 Shares 150 Est. Cost $30.19 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $5 Shares 48 Est. Cost $24.55 Unrealized +288.5%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 19 Est. Cost $251.84 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $5 Shares 230 Est. Cost $25.47 Unrealized -22.3%
CLOU GLOBAL X FDS 0.0%
Value ($000) $5 Shares 255 Est. Cost $18.49 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $5 Shares 104 Est. Cost $57.78 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $91.20 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $113.20 Unrealized +14.3%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $5 Shares 71 Est. Cost $59.87 Unrealized +7.8%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5 Shares 160 Est. Cost $22.70 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 53 Est. Cost $64.39 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.81 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $4 Shares 545 Est. Cost $18.93 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $4 Shares 28 Est. Cost $144.16 Unrealized
F FORD MTR CO 0.0%
Value ($000) $4 Shares 351 Est. Cost $12.75 Unrealized -18.2%
CSX CSX CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.29 Unrealized -0.2%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $3 Shares 3 Est. Cost $43.00 Unrealized +70.8%
RH RH 0.0%
Value ($000) $3 Shares 10 Est. Cost $90.43 Unrealized +204.4%
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $736.13 Unrealized +317.1%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $3 Shares 25 Est. Cost $117.46 Unrealized
EJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.94 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.58 Unrealized -17.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 7 Est. Cost $256.08 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 13 Est. Cost $156.08 Unrealized
NKE NIKE INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $107.39 Unrealized -29.2%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.60 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $93.82 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $2 Shares 11 Est. Cost $185.57 Unrealized
GHYG ISHARES INC 0.0%
Value ($000) $2 Shares 53 Est. Cost $49.87 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $60.85 Unrealized -76.4%
MAS MASCO CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $46.55 Unrealized +59.1%
ALB ALBEMARLE CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $115.29 Unrealized -25.1%
IXC ISHARES TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $35.57 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 17 Est. Cost $76.75 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 224 Est. Cost $18.55 Unrealized -57.9%
BA BOEING CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $188.67 Unrealized -9.1%
KELLANOVA 0.0%
Value ($000) $2 Shares 20 Est. Cost $52.36 Unrealized +30.6%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.54 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $218.13 Unrealized -53.9%
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.09 Unrealized +7.9%
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $2 Shares 42 Est. Cost $32.67 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $2 Shares 210 Est. Cost $27.42 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $54.59 Unrealized +168.9%
LRGF ISHARES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $48.28 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.97 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 8 Est. Cost $158.66 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 33 Est. Cost $36.97 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.42 Unrealized -12.1%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
BMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $1 Shares 26 Est. Cost $30.23 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $1 Shares 7 Est. Cost $161.09 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.17 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1 Shares 24 Est. Cost $25.91 Unrealized +13.6%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 113 Est. Cost $10.83 Unrealized -60.6%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.14 Unrealized -2.9%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $160.75 Unrealized
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.63 Unrealized -2.5%
GATX GATX CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $71.08 Unrealized +89.3%
ICF ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.38 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.83 Unrealized
RRC RANGE RES CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $17.99 Unrealized +72.0%
S SENTINELONE INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $15.80 Unrealized +43.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.06 Unrealized +1.0%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $70.40 Unrealized +79.3%
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $1 Shares 15 Est. Cost $41.65 Unrealized -10.6%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.51 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 13 Est. Cost $36.38 Unrealized
IBTA IBOTTA INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.52 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.25 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.67 Unrealized +1.3%
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.07 Unrealized
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $69.70 Unrealized -40.2%
ETD ETHAN ALLEN INTERIORS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.23 Unrealized -0.4%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $15.16 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.05 Unrealized +62.0%
MCW MISTER CAR WASH INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $8.23 Unrealized -17.9%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.45 Unrealized -5.9%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $13.13 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.18 Unrealized +17.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.05 Unrealized +19.4%
SPIRIT AIRLS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.75 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.56 Unrealized -12.6%