Colonial Trust Advisors Diversified Active

CIK: 0001567993 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 12, 2024

Total Value ($000): $1,156,329 (100.0% shares, 0.0% debt)

Holdings (748)

AAPL APPLE INC COM 7.8%
Value ($000) $89,816 Shares 385,477 Est. Cost $90.16 Unrealized +146.2%
MSFT MICROSOFT CORP COM 5.5%
Value ($000) $64,139 Shares 149,057 Est. Cost $63.92 Unrealized +561.9%
IVV ISHARES CORE S&P 500 ETF 3.3%
Value ($000) $38,537 Shares 66,809 Est. Cost $327.92 Unrealized
LLY LILLY ELI & CO COM 2.9%
Value ($000) $33,471 Shares 37,780 Est. Cost $97.25 Unrealized +815.5%
AMZN AMAZON COM INC COM 2.2%
Value ($000) $25,886 Shares 138,926 Est. Cost $123.92 Unrealized +47.2%
NVDA NVIDIA CORPORATION COM 2.2%
Value ($000) $25,845 Shares 212,821 Est. Cost $92.59 Unrealized +27.5%
UNH UNITEDHEALTH GROUP INC COM 2.1%
Value ($000) $23,948 Shares 40,960 Est. Cost $495.73 Unrealized +10.6%
JPM JPMORGAN CHASE & CO COM 2.0%
Value ($000) $23,670 Shares 112,256 Est. Cost $110.55 Unrealized +85.4%
V VISA INC COM CL A 2.0%
Value ($000) $23,022 Shares 83,732 Est. Cost $201.63 Unrealized +32.8%
COST COSTCO WHSL CORP NEW COM 1.9%
Value ($000) $22,347 Shares 25,207 Est. Cost $498.08 Unrealized +73.0%
GOOGL ALPHABET INC CAP STK CL A 1.9%
Value ($000) $22,307 Shares 134,500 Est. Cost $114.38 Unrealized +45.8%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $20,804 Shares 128,374 Est. Cost $87.68 Unrealized +74.1%
PG PROCTER AND GAMBLE CO COM 1.8%
Value ($000) $20,487 Shares 118,284 Est. Cost $71.33 Unrealized +130.3%
HD HOME DEPOT INC COM 1.7%
Value ($000) $20,206 Shares 49,866 Est. Cost $149.37 Unrealized +136.1%
PANW PALO ALTO NETWORKS INC COM 1.6%
Value ($000) $18,687 Shares 54,672 Est. Cost $71.39 Unrealized +135.8%
APD AIR PRODS & CHEMS INC COM 1.5%
Value ($000) $17,590 Shares 59,079 Est. Cost $104.12 Unrealized +152.8%
UNP UNION PAC CORP COM 1.5%
Value ($000) $17,309 Shares 70,223 Est. Cost $93.30 Unrealized +151.5%
ORCL ORACLE CORP COM 1.4%
Value ($000) $16,452 Shares 96,551 Est. Cost $70.16 Unrealized +103.9%
PEP PEPSICO INC COM 1.4%
Value ($000) $15,878 Shares 93,374 Est. Cost $80.91 Unrealized +101.3%
DUK DUKE ENERGY CORP NEW COM NEW 1.3%
Value ($000) $14,916 Shares 129,363 Est. Cost $94.02 Unrealized +12.6%
ETN EATON CORP PLC SHS 1.3%
Value ($000) $14,823 Shares 44,722 Est. Cost $145.09 Unrealized +107.6%
WMT WALMART INC COM 1.3%
Value ($000) $14,539 Shares 180,052 Est. Cost $49.52 Unrealized +46.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.2%
Value ($000) $14,246 Shares 40,301 Est. Cost $280.09 Unrealized +15.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.2%
Value ($000) $13,895 Shares 221,646 Est. Cost $46.83 Unrealized
KO COCA COLA CO COM 1.2%
Value ($000) $13,663 Shares 190,137 Est. Cost $36.87 Unrealized +78.1%
BX BLACKSTONE GROUP INC COM 1.2%
Value ($000) $13,413 Shares 87,594 Est. Cost $88.71 Unrealized +50.7%
GS GOLDMAN SACHS GROUP INC COM 1.2%
Value ($000) $13,407 Shares 27,078 Est. Cost $307.91 Unrealized +54.3%
IJH ISHARES S&P MIDCAP FUND 1.1%
Value ($000) $13,037 Shares 209,199 Est. Cost $88.71 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 1.1%
Value ($000) $12,157 Shares 238,183 Est. Cost $50.55 Unrealized
WM WASTE MGMT INC DEL COM 1.0%
Value ($000) $12,062 Shares 58,101 Est. Cost $157.40 Unrealized +29.8%
TT TRANE TECHNOLOGIES PLC SHS 1.0%
Value ($000) $11,518 Shares 29,630 Est. Cost $143.62 Unrealized +138.9%
AMAT APPLIED MATLS INC COM 1.0%
Value ($000) $11,377 Shares 56,309 Est. Cost $59.55 Unrealized +239.8%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.0%
Value ($000) $11,197 Shares 222,033 Est. Cost $48.04 Unrealized
SYK STRYKER CORPORATION COM 0.9%
Value ($000) $10,897 Shares 30,164 Est. Cost $134.34 Unrealized +153.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $10,673 Shares 23,189 Est. Cost $239.91 Unrealized +84.3%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $10,600 Shares 71,976 Est. Cost $76.89 Unrealized +82.0%
CTAS CINTAS CORP COM 0.9%
Value ($000) $10,573 Shares 51,354 Est. Cost $158.90 Unrealized +20.1%
META META PLATFORMS INC CL A 0.9%
Value ($000) $10,513 Shares 18,365 Est. Cost $191.01 Unrealized +168.1%
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $9,994 Shares 17,096 Est. Cost $358.70 Unrealized +44.0%
NKE NIKE INC CL B 0.8%
Value ($000) $9,751 Shares 110,306 Est. Cost $52.23 Unrealized +45.5%
TJX TJX COS INC NEW COM 0.8%
Value ($000) $9,645 Shares 82,056 Est. Cost $54.52 Unrealized +106.8%
DE DEERE & CO COM 0.8%
Value ($000) $8,733 Shares 20,925 Est. Cost $81.60 Unrealized +352.5%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $8,433 Shares 50,442 Est. Cost $110.83 Unrealized +51.8%
DIS WALT DISNEY CO 0.7%
Value ($000) $8,402 Shares 87,350 Est. Cost $81.40 Unrealized +11.3%
STE STERIS PLC SHS USD 0.7%
Value ($000) $8,191 Shares 33,770 Est. Cost $198.02 Unrealized +16.7%
TXN TEXAS INSTRS INC COM 0.7%
Value ($000) $7,570 Shares 36,647 Est. Cost $91.82 Unrealized +110.1%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $7,373 Shares 18,851 Est. Cost $101.20 Unrealized +234.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.6%
Value ($000) $7,342 Shares 72,496 Est. Cost $99.09 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.6%
Value ($000) $6,997 Shares 168,644 Est. Cost $29.92 Unrealized
SPGI S&P GLOBAL INC COM 0.6%
Value ($000) $6,606 Shares 12,787 Est. Cost $347.71 Unrealized +40.9%
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $6,555 Shares 77,548 Est. Cost $66.78 Unrealized +12.1%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $6,503 Shares 122,182 Est. Cost $40.23 Unrealized +16.3%
FDX FEDEX CORP COM 0.6%
Value ($000) $6,398 Shares 23,379 Est. Cost $214.97 Unrealized +30.8%
ZTS ZOETIS INC CL A 0.5%
Value ($000) $6,290 Shares 32,191 Est. Cost $166.60 Unrealized +8.8%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $6,189 Shares 148,180 Est. Cost $34.37 Unrealized +9.8%
HSY HERSHEY CO COM 0.5%
Value ($000) $6,125 Shares 31,939 Est. Cost $146.23 Unrealized +27.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.5%
Value ($000) $6,077 Shares 119,768 Est. Cost $50.17 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.5%
Value ($000) $6,059 Shares 41,613 Est. Cost $137.53 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $6,010 Shares 133,819 Est. Cost $35.76 Unrealized +7.3%
PSX PHILLIPS 66 COM 0.5%
Value ($000) $5,756 Shares 43,791 Est. Cost $71.26 Unrealized +80.2%
BKNG BOOKING HOLDINGS INC COM 0.5%
Value ($000) $5,670 Shares 1,346 Est. Cost $2540.04 Unrealized +49.4%
CME CME GROUP INC COM 0.5%
Value ($000) $5,554 Shares 25,171 Est. Cost $177.90 Unrealized +10.4%
ECL ECOLAB INC COM 0.5%
Value ($000) $5,350 Shares 20,952 Est. Cost $184.57 Unrealized +30.6%
PSA PUBLIC STORAGE OPER CO COM 0.4%
Value ($000) $5,190 Shares 14,264 Est. Cost $260.28 Unrealized +17.8%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $5,084 Shares 16,696 Est. Cost $98.87 Unrealized +169.7%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $4,919 Shares 115,017 Est. Cost $39.92 Unrealized -0.8%
SCHW SCHWAB CHARLES CORP COM 0.4%
Value ($000) $4,740 Shares 73,135 Est. Cost $56.21 Unrealized +14.8%
EW EDWARDS LIFESCIENCES CORP COM 0.4%
Value ($000) $4,678 Shares 70,893 Est. Cost $71.19 Unrealized +2.1%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.4%
Value ($000) $4,223 Shares 89,294 Est. Cost $30.22 Unrealized +32.7%
IJR ISHARES S&P SMALL-CAP FUND 0.4%
Value ($000) $4,190 Shares 35,824 Est. Cost $101.61 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.4%
Value ($000) $4,116 Shares 67,357 Est. Cost $50.41 Unrealized
EOG EOG RES INC COM 0.3%
Value ($000) $4,007 Shares 32,593 Est. Cost $102.29 Unrealized +17.7%
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.3%
Value ($000) $3,886 Shares 206,570 Est. Cost $18.32 Unrealized
BWA BORGWARNER INC COM 0.3%
Value ($000) $3,688 Shares 101,628 Est. Cost $36.09 Unrealized -10.5%
KVUE KENVUE INC COM 0.3%
Value ($000) $3,565 Shares 154,124 Est. Cost $19.91 Unrealized -1.4%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.3%
Value ($000) $3,558 Shares 181,911 Est. Cost $18.92 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.3%
Value ($000) $3,396 Shares 172,236 Est. Cost $19.01 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.3%
Value ($000) $3,342 Shares 162,540 Est. Cost $20.07 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.3%
Value ($000) $3,295 Shares 23,479 Est. Cost $169.91 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.3%
Value ($000) $3,289 Shares 36,020 Est. Cost $91.31 Unrealized
YUM YUM BRANDS INC COM 0.3%
Value ($000) $3,026 Shares 21,661 Est. Cost $48.95 Unrealized +164.3%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $3,013 Shares 5,820 Est. Cost $418.69 Unrealized +31.0%
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $3,005 Shares 75,731 Est. Cost $28.33 Unrealized +36.8%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.3%
Value ($000) $3,003 Shares 145,448 Est. Cost $20.08 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.3%
Value ($000) $2,973 Shares 19,152 Est. Cost $123.30 Unrealized +18.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $2,916 Shares 37,355 Est. Cost $63.31 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $2,835 Shares 11,664 Est. Cost $157.06 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.2%
Value ($000) $2,652 Shares 25,271 Est. Cost $96.51 Unrealized +0.1%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $2,640 Shares 22,525 Est. Cost $87.86 Unrealized +25.2%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $2,594 Shares 25,282 Est. Cost $75.18 Unrealized +23.8%
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $2,582 Shares 10,390 Est. Cost $99.00 Unrealized +135.3%
CCJ CAMECO CORP COM 0.2%
Value ($000) $2,489 Shares 52,114 Est. Cost $27.75 Unrealized +56.5%
O REALTY INCOME CORP COM 0.2%
Value ($000) $2,472 Shares 38,984 Est. Cost $51.70 Unrealized +6.4%
CLH CLEAN HARBORS INC COM 0.2%
Value ($000) $2,340 Shares 9,679 Est. Cost $56.75 Unrealized +314.3%
LOW LOWES COS INC COM 0.2%
Value ($000) $2,321 Shares 8,570 Est. Cost $202.41 Unrealized +16.7%
RY ROYAL BK CDA COM 0.2%
Value ($000) $2,177 Shares 17,452 Est. Cost $78.19 Unrealized +46.8%
CENTRAL SECS CORP COM 0.2%
Value ($000) $2,173 Shares 47,408 Est. Cost $31.90 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $2,100 Shares 14,759 Est. Cost $83.87 Unrealized +60.0%
CI CIGNA CORP NEW COM 0.2%
Value ($000) $2,058 Shares 5,941 Est. Cost $283.92 Unrealized +18.0%
SRE SEMPRA ENERGY COM 0.2%
Value ($000) $1,904 Shares 22,770 Est. Cost $49.37 Unrealized +54.7%
HAL HALLIBURTON CO COM 0.2%
Value ($000) $1,776 Shares 61,133 Est. Cost $34.25 Unrealized -11.4%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.2%
Value ($000) $1,759 Shares 49,041 Est. Cost $41.90 Unrealized -11.2%
CSL CARLISLE COS INC COM 0.1%
Value ($000) $1,726 Shares 3,837 Est. Cost $96.48 Unrealized +321.1%
WPC WP CAREY INC COM 0.1%
Value ($000) $1,693 Shares 27,179 Est. Cost $70.58 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $1,563 Shares 12,902 Est. Cost $95.47 Unrealized +16.3%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $1,526 Shares 2,660 Est. Cost $440.68 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.1%
Value ($000) $1,405 Shares 5,772 Est. Cost $167.80 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $1,380 Shares 2,564 Est. Cost $279.07 Unrealized +92.1%
BLK BLACKROCK INC COM 0.1%
Value ($000) $1,371 Shares 1,444 Est. Cost $840.24 Unrealized 0.0%
LMAT LEMAITRE VASCULAR INC COM 0.1%
Value ($000) $1,338 Shares 14,407 Est. Cost $26.58 Unrealized +222.2%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $1,306 Shares 3,422 Est. Cost $231.77 Unrealized +48.8%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,191 Shares 11,477 Est. Cost $55.33 Unrealized +78.8%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $1,149 Shares 2,177 Est. Cost $527.67 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $1,115 Shares 3,938 Est. Cost $263.56 Unrealized
JBL JABIL INC COM 0.1%
Value ($000) $1,102 Shares 9,200 Est. Cost $18.92 Unrealized +472.6%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,069 Shares 3,400 Est. Cost $250.00 Unrealized
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $1,024 Shares 5,431 Est. Cost $70.01 Unrealized +139.9%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.1%
Value ($000) $1,017 Shares 59,979 Est. Cost $16.88 Unrealized
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $1,013 Shares 3,644 Est. Cost $240.43 Unrealized +9.1%
MRK MERCK & CO. INC COM 0.1%
Value ($000) $870 Shares 7,663 Est. Cost $101.11 Unrealized +11.7%
PFE PFIZER INC COM 0.1%
Value ($000) $868 Shares 29,995 Est. Cost $26.62 Unrealized +0.2%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $848 Shares 3,519 Est. Cost $187.36 Unrealized +21.5%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $820 Shares 4,438 Est. Cost $111.28 Unrealized +50.5%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $808 Shares 34,636 Est. Cost $18.14 Unrealized +13.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $802 Shares 3,630 Est. Cost $160.69 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $798 Shares 2,942 Est. Cost $378.71 Unrealized -29.9%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $768 Shares 18,906 Est. Cost $33.78 Unrealized +5.2%
MMM 3M CO COM 0.1%
Value ($000) $756 Shares 5,531 Est. Cost $96.43 Unrealized +23.6%
RCL ROYAL CARIBBEAN GROUP COM 0.1%
Value ($000) $736 Shares 4,150 Est. Cost $112.81 Unrealized +41.2%
SOUTH ST CORP COM 0.1%
Value ($000) $654 Shares 6,731 Est. Cost $89.82 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $649 Shares 2,230 Est. Cost $49.14 Unrealized +6.9%
AMGN AMGEN INC COM 0.1%
Value ($000) $627 Shares 1,945 Est. Cost $172.85 Unrealized +81.2%
PRK PARK NATL CORP COM 0.1%
Value ($000) $626 Shares 3,727 Est. Cost $102.33 Unrealized +62.0%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.1%
Value ($000) $615 Shares 12,630 Est. Cost $46.11 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $594 Shares 2,110 Est. Cost $44.83 Unrealized +521.5%
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $592 Shares 13,355 Est. Cost $37.38 Unrealized +6.5%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $568 Shares 1,264 Est. Cost $410.72 Unrealized 0.0%
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.0%
Value ($000) $565 Shares 33,896 Est. Cost $16.64 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $562 Shares 1,465 Est. Cost $293.56 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $556 Shares 3,224 Est. Cost $155.05 Unrealized +1.9%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $556 Shares 5,237 Est. Cost $103.25 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $540 Shares 2,733 Est. Cost $94.01 Unrealized +90.1%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $524 Shares 2,432 Est. Cost $135.55 Unrealized +41.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $521 Shares 1,884 Est. Cost $250.71 Unrealized +1.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $517 Shares 6,423 Est. Cost $17.72 Unrealized +286.8%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $514 Shares 5,751 Est. Cost $124.97 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $508 Shares 1,352 Est. Cost $129.06 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $498 Shares 5,521 Est. Cost $49.18 Unrealized +66.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $479 Shares 4,202 Est. Cost $99.31 Unrealized +7.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $478 Shares 6,475 Est. Cost $41.61 Unrealized +57.8%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $469 Shares 7,240 Est. Cost $64.74 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $467 Shares 5,300 Est. Cost $80.02 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $460 Shares 514 Est. Cost $160.29 Unrealized +2.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $453 Shares 4,708 Est. Cost $83.87 Unrealized +0.9%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $414 Shares 838 Est. Cost $337.16 Unrealized +36.9%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $411 Shares 842 Est. Cost $290.22 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $401 Shares 565 Est. Cost $35.26 Unrealized +89.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $394 Shares 2,556 Est. Cost $123.55 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $381 Shares 1,688 Est. Cost $121.08 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $368 Shares 200 Est. Cost $771.66 Unrealized +145.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $368 Shares 1,356 Est. Cost $143.07 Unrealized +71.3%
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.0%
Value ($000) $366 Shares 17,460 Est. Cost $20.97 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $344 Shares 1,349 Est. Cost $158.10 Unrealized +21.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $337 Shares 3,200 Est. Cost $91.50 Unrealized +14.8%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $336 Shares 3,514 Est. Cost $59.80 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $336 Shares 1,626 Est. Cost $169.33 Unrealized +11.2%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $324 Shares 3,880 Est. Cost $68.54 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $320 Shares 2,346 Est. Cost $76.06 Unrealized +58.5%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $320 Shares 5,529 Est. Cost $67.09 Unrealized -23.7%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $313 Shares 4,966 Est. Cost $60.50 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $308 Shares 950 Est. Cost $205.84 Unrealized +39.9%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $299 Shares 1,550 Est. Cost $121.06 Unrealized +51.3%
PRFZ INVESCO FTSE RAFI US 1500A SMALL-MIDA ETF 0.0%
Value ($000) $297 Shares 7,150 Est. Cost $55.54 Unrealized
LRGF ISHARES MSCI USA MULTIFACTOR ETF 0.0%
Value ($000) $294 Shares 4,997 Est. Cost $36.19 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $293 Shares 2,100 Est. Cost $99.66 Unrealized +33.2%
TSLA TESLA INC COM 0.0%
Value ($000) $293 Shares 1,119 Est. Cost $237.38 Unrealized -3.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $284 Shares 5,494 Est. Cost $49.95 Unrealized -12.6%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $282 Shares 7,953 Est. Cost $29.90 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $278 Shares 2,341 Est. Cost $142.54 Unrealized -28.4%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $276 Shares 1,540 Est. Cost $110.49 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $270 Shares 975 Est. Cost $170.57 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $266 Shares 4,707 Est. Cost $33.50 Unrealized +63.7%
BA BOEING CO COM 0.0%
Value ($000) $262 Shares 1,724 Est. Cost $191.34 Unrealized -10.4%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $262 Shares 2,922 Est. Cost $51.27 Unrealized +45.3%
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $259 Shares 8,775 Est. Cost $24.65 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $258 Shares 1,912 Est. Cost $127.84 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $254 Shares 2,100 Est. Cost $91.76 Unrealized +21.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $251 Shares 2,412 Est. Cost $69.26 Unrealized +34.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $242 Shares 1,925 Est. Cost $94.16 Unrealized
FBNC FIRST BANCORP N C COM 0.0%
Value ($000) $237 Shares 5,687 Est. Cost $33.89 Unrealized +13.9%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $235 Shares 2,293 Est. Cost $125.24 Unrealized -18.4%
TGT TARGET CORP COM 0.0%
Value ($000) $230 Shares 1,477 Est. Cost $143.14 Unrealized -1.5%
FMC FMC CORP COM NEW 0.0%
Value ($000) $225 Shares 3,415 Est. Cost $45.94 Unrealized +24.1%
SMLF ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $221 Shares 3,333 Est. Cost $44.80 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $220 Shares 1,717 Est. Cost $59.61 Unrealized +91.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $218 Shares 2,008 Est. Cost $105.28 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $215 Shares 1,283 Est. Cost $148.94 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $213 Shares 1,031 Est. Cost $154.33 Unrealized +21.4%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $207 Shares 1,989 Est. Cost $81.97 Unrealized +15.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $207 Shares 334 Est. Cost $567.57 Unrealized +3.8%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $201 Shares 4,796 Est. Cost $37.69 Unrealized +13.2%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $200 Shares 1,650 Est. Cost $74.52 Unrealized +47.4%
AON AON PLC SHS CL A 0.0%
Value ($000) $199 Shares 575 Est. Cost $277.32 Unrealized +17.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $198 Shares 2,191 Est. Cost $52.27 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $197 Shares 2,350 Est. Cost $83.75 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $196 Shares 1,756 Est. Cost $57.40 Unrealized +72.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $194 Shares 775 Est. Cost $166.92 Unrealized +47.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $194 Shares 1,066 Est. Cost $181.99 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $188 Shares 851 Est. Cost $131.58 Unrealized +43.6%
T AT&T INC COM 0.0%
Value ($000) $187 Shares 8,482 Est. Cost $15.36 Unrealized +22.3%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND 0.0%
Value ($000) $183 Shares 2,562 Est. Cost $87.14 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $171 Shares 3,248 Est. Cost $49.28 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $169 Shares 2,372 Est. Cost $23.36 Unrealized +40.9%
CSX CSX CORP COM 0.0%
Value ($000) $169 Shares 4,899 Est. Cost $24.95 Unrealized +33.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $168 Shares 3,714 Est. Cost $44.07 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $166 Shares 635 Est. Cost $228.04 Unrealized +4.1%
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value ($000) $165 Shares 4,848 Est. Cost $43.66 Unrealized -26.3%
MET METLIFE INC COM 0.0%
Value ($000) $165 Shares 1,996 Est. Cost $63.57 Unrealized +13.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $159 Shares 1,455 Est. Cost $89.51 Unrealized +17.4%
STRV STRIVE 500 ETF 0.0%
Value ($000) $155 Shares 4,199 Est. Cost $30.57 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $153 Shares 1,383 Est. Cost $59.26 Unrealized +72.7%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $149 Shares 5,055 Est. Cost $19.37 Unrealized +38.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $148 Shares 850 Est. Cost $97.53 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $144 Shares 1,619 Est. Cost $28.02 Unrealized +17.7%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $142 Shares 2,180 Est. Cost $64.05 Unrealized 0.0%
IAU ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $142 Shares 2,848 Est. Cost $31.60 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $142 Shares 1,508 Est. Cost $71.37 Unrealized +17.3%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $140 Shares 269 Est. Cost $466.67 Unrealized +11.6%
MKL MARKEL CORP COM 0.0%
Value ($000) $140 Shares 89 Est. Cost $1252.68 Unrealized +24.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $139 Shares 2,637 Est. Cost $38.16 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $138 Shares 800 Est. Cost $168.89 Unrealized -2.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $138 Shares 1,350 Est. Cost $84.19 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $137 Shares 684 Est. Cost $133.85 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $136 Shares 2,318 Est. Cost $59.45 Unrealized -9.5%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $136 Shares 95 Est. Cost $503.62 Unrealized +128.8%
DOW DOW INC COM 0.0%
Value ($000) $134 Shares 2,462 Est. Cost $42.04 Unrealized +14.0%
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $134 Shares 1,904 Est. Cost $109.36 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $132 Shares 1,669 Est. Cost $60.19 Unrealized -9.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $128 Shares 846 Est. Cost $73.29 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $128 Shares 1,140 Est. Cost $82.12 Unrealized +27.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $125 Shares 770 Est. Cost $141.83 Unrealized +15.6%
BN BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $125 Shares 2,344 Est. Cost $22.11 Unrealized +41.5%
EQIX EQUINIX INC COM 0.0%
Value ($000) $123 Shares 139 Est. Cost $794.65 Unrealized 0.0%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $120 Shares 2,346 Est. Cost $50.53 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $119 Shares 189 Est. Cost $285.59 Unrealized +96.2%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $116 Shares 2,257 Est. Cost $59.43 Unrealized -6.8%
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $116 Shares 2,250 Est. Cost $27.48 Unrealized +71.4%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $115 Shares 4,271 Est. Cost $27.01 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $115 Shares 1,530 Est. Cost $32.95 Unrealized +113.7%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $115 Shares 1,000 Est. Cost $95.02 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $114 Shares 1,547 Est. Cost $60.40 Unrealized +11.2%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $114 Shares 1,745 Est. Cost $62.79 Unrealized -9.9%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $112 Shares 851 Est. Cost $50.66 Unrealized +11.8%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $111 Shares 200 Est. Cost $398.33 Unrealized +36.7%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $110 Shares 1,356 Est. Cost $68.46 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $109 Shares 1,650 Est. Cost $60.78 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $109 Shares 662 Est. Cost $98.81 Unrealized +53.8%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $108 Shares 1,058 Est. Cost $57.59 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $107 Shares 2,475 Est. Cost $40.00 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $107 Shares 2,817 Est. Cost $48.50 Unrealized -26.3%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $107 Shares 975 Est. Cost $74.11 Unrealized +30.5%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $107 Shares 450 Est. Cost $205.14 Unrealized +15.1%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $105 Shares 900 Est. Cost $112.24 Unrealized +0.9%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $104 Shares 975 Est. Cost $80.39 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $102 Shares 5,000 Est. Cost $14.10 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 0.0%
Value ($000) $102 Shares 1,152 Est. Cost $56.70 Unrealized
CP CANADIAN PAC RY LTD COM 0.0%
Value ($000) $99 Shares 1,153 Est. Cost $75.82 Unrealized +7.4%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $97 Shares 3,400 Est. Cost $22.02 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $96 Shares 322 Est. Cost $157.59 Unrealized +67.5%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $95 Shares 951 Est. Cost $13.28 Unrealized +522.9%
LRCX LAM RESEARCH CORP COM 0.0%
Value ($000) $94 Shares 115 Est. Cost $85.67 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $94 Shares 800 Est. Cost $78.75 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $93 Shares 1,132 Est. Cost $74.83 Unrealized +0.4%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $92 Shares 349 Est. Cost $174.20 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $92 Shares 2,710 Est. Cost $27.57 Unrealized +6.8%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $89 Shares 1,372 Est. Cost $44.58 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $87 Shares 1,602 Est. Cost $53.02 Unrealized -7.3%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $86 Shares 327 Est. Cost $247.00 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $86 Shares 965 Est. Cost $52.12 Unrealized +46.5%
AVA AVISTA CORP COM 0.0%
Value ($000) $85 Shares 2,192 Est. Cost $32.90 Unrealized +7.2%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $84 Shares 426 Est. Cost $158.83 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $84 Shares 291 Est. Cost $244.60 Unrealized +10.7%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $83 Shares 1,058 Est. Cost $64.49 Unrealized
NRG ENERGY INC 2.75 06/01/2048 0.0%
Value ($000) $82 Shares 37,000 Est. Cost $1.65 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $81 Shares 1,205 Est. Cost $48.90 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $79 Shares 568 Est. Cost $107.54 Unrealized +15.7%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $79 Shares 2,042 Est. Cost $45.27 Unrealized -13.2%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.0%
Value ($000) $78 Shares 650 Est. Cost $82.32 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $76 Shares 150 Est. Cost $388.17 Unrealized +25.2%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $75 Shares 638 Est. Cost $101.06 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $74 Shares 160 Est. Cost $364.54 Unrealized +31.8%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $74 Shares 674 Est. Cost $158.73 Unrealized -43.1%
GBTC GRAYSCALE BITCOIN TR BTC SHS 0.0%
Value ($000) $71 Shares 1,410 Est. Cost $63.17 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $71 Shares 1,500 Est. Cost $41.27 Unrealized +7.8%
DNP SELECT INCOME FD INC COM 0.0%
Value ($000) $71 Shares 7,025 Est. Cost $10.40 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $70 Shares 1,495 Est. Cost $38.07 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $70 Shares 2,403 Est. Cost $24.39 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $70 Shares 670 Est. Cost $80.07 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $69 Shares 145 Est. Cost $338.39 Unrealized +32.4%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $69 Shares 705 Est. Cost $78.36 Unrealized +5.7%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $67 Shares 646 Est. Cost $75.47 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $67 Shares 2,851 Est. Cost $32.44 Unrealized -23.3%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $28.27 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $65 Shares 550 Est. Cost $115.82 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $65 Shares 608 Est. Cost $92.10 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $62 Shares 443 Est. Cost $109.23 Unrealized
FAF FIRST AMERN FINL CORP COM 0.0%
Value ($000) $62 Shares 936 Est. Cost $45.22 Unrealized +28.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $62 Shares 800 Est. Cost $55.69 Unrealized +30.8%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $62 Shares 3,840 Est. Cost $12.18 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $61 Shares 881 Est. Cost $60.70 Unrealized -0.9%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $61 Shares 1,877 Est. Cost $15.60 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $61 Shares 1,650 Est. Cost $16.51 Unrealized +85.9%
BOOKING HOLDINGS INC 0.75 05/01/2025 0.0%
Value ($000) $60 Shares 27,000 Est. Cost $1.93 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $60 Shares 450 Est. Cost $95.56 Unrealized
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $58 Shares 66 Est. Cost $172.63 Unrealized +57.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $58 Shares 398 Est. Cost $129.97 Unrealized +5.6%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $58 Shares 503 Est. Cost $167.46 Unrealized -26.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $58 Shares 500 Est. Cost $76.25 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $57 Shares 1,100 Est. Cost $49.84 Unrealized -0.6%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $57 Shares 1,121 Est. Cost $33.13 Unrealized +37.4%
SHEL ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $57 Shares 858 Est. Cost $60.51 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $55 Shares 565 Est. Cost $101.84 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $55 Shares 326 Est. Cost $134.55 Unrealized +27.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $55 Shares 629 Est. Cost $87.29 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $55 Shares 490 Est. Cost $71.13 Unrealized +32.4%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $54 Shares 500 Est. Cost $71.79 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $54 Shares 301 Est. Cost $219.63 Unrealized -8.8%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $53 Shares 591 Est. Cost $80.78 Unrealized +0.1%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $53 Shares 839 Est. Cost $87.64 Unrealized -37.0%
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $53 Shares 2,277 Est. Cost $21.49 Unrealized -3.1%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $53 Shares 207 Est. Cost $117.48 Unrealized +82.3%
GSK GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 1,247 Est. Cost $35.14 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $50 Shares 209 Est. Cost $209.45 Unrealized +7.3%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $50 Shares 600 Est. Cost $48.89 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $49 Shares 162 Est. Cost $215.37 Unrealized +33.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $49 Shares 209 Est. Cost $174.92 Unrealized +23.1%
NEXTERA ENERGY INC UNIT 09/01/25 0.0%
Value ($000) $49 Shares 1,053 Est. Cost $38.93 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $48 Shares 957 Est. Cost $34.37 Unrealized +28.7%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $48 Shares 976 Est. Cost $46.94 Unrealized -1.6%
SITIO ROYALTIES CORP CLASS A COM 0.0%
Value ($000) $47 Shares 2,277 Est. Cost $25.07 Unrealized
APOLLO GLOBAL MGMT INC SER A MAND CNV 0.0%
Value ($000) $47 Shares 696 Est. Cost $63.75 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $35.05 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $47 Shares 260 Est. Cost $167.33 Unrealized +7.5%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $46 Shares 1,529 Est. Cost $22.56 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $46 Shares 555 Est. Cost $81.36 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $46 Shares 1,125 Est. Cost $34.60 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $46 Shares 1,100 Est. Cost $34.24 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $46 Shares 495 Est. Cost $68.30 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $45 Shares 200 Est. Cost $153.47 Unrealized +49.6%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value ($000) $45 Shares 2,422 Est. Cost $8.19 Unrealized +98.9%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $44 Shares 575 Est. Cost $56.95 Unrealized
BK OF AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $43 Shares 34 Est. Cost $1193.74 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $43 Shares 535 Est. Cost $75.34 Unrealized -8.3%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $43 Shares 55 Est. Cost $376.89 Unrealized +105.7%
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $42 Shares 800 Est. Cost $52.02 Unrealized -0.6%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $42 Shares 850 Est. Cost $43.57 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $42 Shares 33 Est. Cost $1219.36 Unrealized
FORD MTR CO 0 03/15/2026 0.0%
Value ($000) $41 Shares 42,000 Est. Cost $1.03 Unrealized
SGU STAR GROUP L P UNIT LTD PARTNR 0.0%
Value ($000) $41 Shares 3,500 Est. Cost $9.25 Unrealized +22.8%
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $41 Shares 2,022 Est. Cost $14.93 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $41 Shares 102 Est. Cost $264.00 Unrealized +30.6%
TBN TAMBORAN RES CORP COM 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $21.88 Unrealized -0.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $40 Shares 504 Est. Cost $66.46 Unrealized +19.2%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $38 Shares 350 Est. Cost $75.77 Unrealized +31.7%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $38 Shares 653 Est. Cost $45.28 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $38 Shares 314 Est. Cost $86.63 Unrealized +27.6%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $38 Shares 138 Est. Cost $173.40 Unrealized +46.4%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $36 Shares 450 Est. Cost $47.78 Unrealized
VSH VISHAY INTERTECHNOLOGY INC COM 0.0%
Value ($000) $36 Shares 1,905 Est. Cost $19.85 Unrealized +1.2%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $36 Shares 289 Est. Cost $100.80 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $36 Shares 449 Est. Cost $79.16 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $35 Shares 236 Est. Cost $124.77 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $35 Shares 267 Est. Cost $114.48 Unrealized +6.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $35 Shares 135 Est. Cost $239.18 Unrealized +0.4%
PARSONS CORP DEL 0.25 08/15/2025 0.0%
Value ($000) $34 Shares 15,000 Est. Cost $1.84 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $34 Shares 64 Est. Cost $494.60 Unrealized -3.4%
CM CANADIAN IMP BK COMM COM 0.0%
Value ($000) $34 Shares 550 Est. Cost $38.12 Unrealized +36.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $33 Shares 56 Est. Cost $524.34 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.0%
Value ($000) $33 Shares 155 Est. Cost $124.19 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $131.40 Unrealized +7.4%
MARA MARA HOLDINGS INC COM 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $19.27 Unrealized -5.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $32 Shares 169 Est. Cost $136.09 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $37.75 Unrealized +48.2%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $32 Shares 205 Est. Cost $118.22 Unrealized +14.7%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $31 Shares 300 Est. Cost $100.89 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $31 Shares 15 Est. Cost $1636.68 Unrealized +15.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $30 Shares 312 Est. Cost $83.28 Unrealized
SNX SYNNEX CORP COM 0.0%
Value ($000) $30 Shares 250 Est. Cost $89.53 Unrealized +26.6%
INTU INTUIT COM 0.0%
Value ($000) $30 Shares 48 Est. Cost $546.03 Unrealized +15.9%
SNA SNAP ON INC COM 0.0%
Value ($000) $29 Shares 100 Est. Cost $262.93 Unrealized +1.1%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $29 Shares 358 Est. Cost $43.84 Unrealized +73.0%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $28 Shares 50 Est. Cost $400.00 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $28 Shares 400 Est. Cost $70.89 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $28 Shares 239 Est. Cost $99.49 Unrealized +14.5%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $27 Shares 300 Est. Cost $52.27 Unrealized +55.9%
ANSYS INC COM 0.0%
Value ($000) $27 Shares 85 Est. Cost $316.01 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $27 Shares 2,552 Est. Cost $10.97 Unrealized -4.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $27 Shares 213 Est. Cost $104.76 Unrealized +12.7%
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $27 Shares 516 Est. Cost $39.86 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $26 Shares 900 Est. Cost $26.78 Unrealized +1.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $26 Shares 94 Est. Cost $306.18 Unrealized -7.2%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $26 Shares 111 Est. Cost $201.86 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $26 Shares 1,364 Est. Cost $22.04 Unrealized -10.6%
NI NISOURCE INC COM 0.0%
Value ($000) $26 Shares 750 Est. Cost $23.70 Unrealized +29.6%
EVRG EVERGY INC COM 0.0%
Value ($000) $26 Shares 419 Est. Cost $52.51 Unrealized +4.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $26 Shares 450 Est. Cost $61.48 Unrealized -10.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $26 Shares 200 Est. Cost $101.47 Unrealized +13.1%
STXD STRIVE 1000 DIVIDEND GROWTH ETF 0.0%
Value ($000) $25 Shares 740 Est. Cost $26.06 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $128.26 Unrealized -4.4%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $25 Shares 400 Est. Cost $60.87 Unrealized
AORT ARTIVION INC COM 0.0%
Value ($000) $25 Shares 925 Est. Cost $15.55 Unrealized +67.1%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $25 Shares 123 Est. Cost $150.66 Unrealized +31.4%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $35.65 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $24 Shares 294 Est. Cost $44.83 Unrealized
NDSN NORDSON CORP COM 0.0%
Value ($000) $24 Shares 92 Est. Cost $254.03 Unrealized -5.7%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $24 Shares 250 Est. Cost $100.02 Unrealized -2.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $24 Shares 600 Est. Cost $28.66 Unrealized
DKNG DRAFTKINGS INC COM CL A 0.0%
Value ($000) $24 Shares 600 Est. Cost $28.18 Unrealized +28.2%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $23 Shares 174 Est. Cost $96.46 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $23 Shares 240 Est. Cost $118.48 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $190.19 Unrealized +15.7%
DEXCOM INC 0.25 11/15/2025 0.0%
Value ($000) $23 Shares 24,000 Est. Cost $1.10 Unrealized
WD WALKER & DUNLOP INC COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $76.58 Unrealized +30.6%
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value ($000) $23 Shares 650 Est. Cost $30.16 Unrealized +13.4%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $23 Shares 962 Est. Cost $22.72 Unrealized
IYC ISHARES U.S. CONSUMER SERVICES ETF 0.0%
Value ($000) $22 Shares 255 Est. Cost $56.96 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $22 Shares 100 Est. Cost $176.50 Unrealized +22.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $22 Shares 416 Est. Cost $40.64 Unrealized +19.1%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $22 Shares 658 Est. Cost $39.00 Unrealized -8.8%
KRBN KRANESHARES GLOBAL CARBON ETF 0.0%
Value ($000) $22 Shares 700 Est. Cost $36.47 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $22 Shares 112 Est. Cost $145.07 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $22 Shares 294 Est. Cost $77.80 Unrealized -17.6%
CTRA CABOT OIL & GAS CORP COM 0.0%
Value ($000) $22 Shares 916 Est. Cost $24.34 Unrealized -3.3%
ETHE GRAYSCALE ETHEREUM TRUST (ETH) 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $21.89 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $22 Shares 41 Est. Cost $600.96 Unrealized -16.4%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $22 Shares 59 Est. Cost $99.78 Unrealized +233.2%
VFC V F CORP COM 0.0%
Value ($000) $22 Shares 1,087 Est. Cost $19.67 Unrealized -14.9%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $22 Shares 333 Est. Cost $80.41 Unrealized -20.5%
SYY SYSCO CORP COM 0.0%
Value ($000) $21 Shares 275 Est. Cost $74.01 Unrealized -2.5%
TOST TOAST INC CL A 0.0%
Value ($000) $21 Shares 750 Est. Cost $22.25 Unrealized +13.9%
PINS PINTEREST INC CL A 0.0%
Value ($000) $21 Shares 650 Est. Cost $33.50 Unrealized +1.5%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $21 Shares 500 Est. Cost $32.23 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $21 Shares 625 Est. Cost $31.22 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $20 Shares 103 Est. Cost $170.86 Unrealized +12.8%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $20 Shares 85 Est. Cost $202.89 Unrealized +20.3%
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $20 Shares 7,134 Est. Cost $4.31 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $20 Shares 610 Est. Cost $27.00 Unrealized +8.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $20 Shares 40 Est. Cost $342.68 Unrealized +56.6%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $20 Shares 290 Est. Cost $69.86 Unrealized -10.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $20 Shares 41 Est. Cost $353.90 Unrealized +31.5%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $20 Shares 137 Est. Cost $125.31 Unrealized +4.1%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $20 Shares 293 Est. Cost $66.89 Unrealized -9.8%
RYN RAYONIER INC COM 0.0%
Value ($000) $19 Shares 600 Est. Cost $32.96 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $19 Shares 247 Est. Cost $80.97 Unrealized -17.6%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $19 Shares 191 Est. Cost $63.16 Unrealized +48.4%
INDY ISHARES S&P INDIA NIFTY 50 INDEX FUND 0.0%
Value ($000) $19 Shares 335 Est. Cost $47.16 Unrealized
MIDDLEBY CORP 1 09/01/2025 0.0%
Value ($000) $19 Shares 16,000 Est. Cost $1.31 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $18 Shares 176 Est. Cost $79.10 Unrealized +22.5%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $35.08 Unrealized +68.2%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $18 Shares 390 Est. Cost $54.08 Unrealized -6.2%
MCO MOODYS CORP COM 0.0%
Value ($000) $18 Shares 38 Est. Cost $328.67 Unrealized +39.6%
AKAMAI TECHNOLOGIES INC 0.125 05/01/2025 0.0%
Value ($000) $18 Shares 16,000 Est. Cost $1.18 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 330 Est. Cost $49.51 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $18 Shares 17 Est. Cost $849.91 Unrealized +12.6%
AEE AMEREN CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $69.05 Unrealized +11.2%
TSQ TOWNSQUARE MEDIA INC CL A 0.0%
Value ($000) $17 Shares 1,714 Est. Cost $10.26 Unrealized +4.6%
RVTY PERKINELMER INC COM 0.0%
Value ($000) $17 Shares 136 Est. Cost $133.52 Unrealized -12.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $17 Shares 242 Est. Cost $65.87 Unrealized
PFRL PGIM FLOATING RATE INCOME ETF 0.0%
Value ($000) $17 Shares 334 Est. Cost $49.47 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $17 Shares 28 Est. Cost $603.01 Unrealized -6.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $17 Shares 20 Est. Cost $667.56 Unrealized
NEW MTN FIN CORP 7.5 10/15/2025 0.0%
Value ($000) $16 Shares 16,000 Est. Cost $1.01 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $16 Shares 221 Est. Cost $70.83 Unrealized +2.8%
HESS CORP COM 0.0%
Value ($000) $16 Shares 117 Est. Cost $144.38 Unrealized
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.0%
Value ($000) $16 Shares 742 Est. Cost $16.34 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $16 Shares 117 Est. Cost $114.55 Unrealized +6.4%
PHIN PHINIA INC COMMON STOCK 0.0%
Value ($000) $15 Shares 335 Est. Cost $27.94 Unrealized +56.4%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $15 Shares 286 Est. Cost $50.28 Unrealized
UYG PROSHARES ULTRA FINANCIALS 0.0%
Value ($000) $15 Shares 200 Est. Cost $45.61 Unrealized
STAA STAAR SURGICAL CO COM PAR $0.01 0.0%
Value ($000) $15 Shares 400 Est. Cost $62.72 Unrealized -40.5%
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $7.39 Unrealized
DCI DONALDSON INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $70.60 Unrealized 0.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $15 Shares 82 Est. Cost $133.90 Unrealized +34.1%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $15 Shares 300 Est. Cost $42.79 Unrealized
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $15 Shares 78 Est. Cost $149.32 Unrealized
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.0%
Value ($000) $14 Shares 247 Est. Cost $45.60 Unrealized
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $14 Shares 1,900 Est. Cost $7.07 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $14 Shares 1,125 Est. Cost $17.10 Unrealized -28.4%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $14 Shares 90 Est. Cost $114.72 Unrealized +29.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $14 Shares 137 Est. Cost $96.96 Unrealized +7.2%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $153.22 Unrealized +34.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $14 Shares 400 Est. Cost $32.51 Unrealized -2.1%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $14 Shares 86 Est. Cost $135.16 Unrealized +9.5%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $14 Shares 442 Est. Cost $27.45 Unrealized +5.7%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $14 Shares 234 Est. Cost $52.56 Unrealized
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $14 Shares 500 Est. Cost $20.66 Unrealized +21.2%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $14 Shares 101 Est. Cost $94.49 Unrealized +37.8%
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $13 Shares 80 Est. Cost $137.79 Unrealized +3.8%
RPM RPM INTL INC COM 0.0%
Value ($000) $13 Shares 111 Est. Cost $97.22 Unrealized +19.1%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $13 Shares 225 Est. Cost $58.31 Unrealized -0.2%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $13 Shares 46 Est. Cost $311.28 Unrealized -10.0%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $13 Shares 51 Est. Cost $172.84 Unrealized +14.0%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $13 Shares 500 Est. Cost $20.15 Unrealized
GUIDEWIRE SOFTWARE INC 1.25 03/15/2025 0.0%
Value ($000) $13 Shares 8,000 Est. Cost $1.15 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $19.82 Unrealized -31.5%
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF 0.0%
Value ($000) $13 Shares 268 Est. Cost $45.82 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $13 Shares 27 Est. Cost $206.10 Unrealized +117.6%
DFH DREAM FINDERS HOMES INC COM CL A 0.0%
Value ($000) $13 Shares 347 Est. Cost $10.02 Unrealized +206.5%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $12 Shares 30 Est. Cost $60.86 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $12 Shares 78 Est. Cost $136.77 Unrealized +5.8%
NTAP NETAPP INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $61.60 Unrealized +96.6%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $12 Shares 1,350 Est. Cost $31.13 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $12 Shares 52 Est. Cost $180.51 Unrealized +16.8%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $12 Shares 185 Est. Cost $106.26 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $12 Shares 1,065 Est. Cost $19.29 Unrealized -25.5%
ON SEMICONDUCTOR CORP 0 05/01/2027 0.0%
Value ($000) $12 Shares 8,000 Est. Cost $1.47 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $12 Shares 200 Est. Cost $47.73 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $11 Shares 225 Est. Cost $44.89 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.38 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $11 Shares 1,387 Est. Cost $11.44 Unrealized -31.7%
HBB HAMILTON BEACH BRANDS HLDG CO COM CL A 0.0%
Value ($000) $11 Shares 375 Est. Cost $23.54 Unrealized 0.0%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $11 Shares 350 Est. Cost $30.96 Unrealized -8.8%
LH LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $11 Shares 50 Est. Cost $216.29 Unrealized 0.0%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $11 Shares 97 Est. Cost $78.12 Unrealized +49.6%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $11 Shares 177 Est. Cost $55.80 Unrealized +0.1%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value ($000) $11 Shares 349 Est. Cost $53.00 Unrealized -20.8%
FCCO FIRST CMNTY CORP S C COM 0.0%
Value ($000) $11 Shares 508 Est. Cost $17.13 Unrealized +16.2%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $11 Shares 252 Est. Cost $25.46 Unrealized +57.7%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $11 Shares 236 Est. Cost $37.72 Unrealized +9.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $11 Shares 71 Est. Cost $119.96 Unrealized +22.4%
WIX WIX COM LTD SHS 0.0%
Value ($000) $11 Shares 64 Est. Cost $131.58 Unrealized +22.2%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value ($000) $11 Shares 151 Est. Cost $35.48 Unrealized +91.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $10 Shares 242 Est. Cost $29.81 Unrealized +29.4%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.58 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $10 Shares 9 Est. Cost $60.49 Unrealized +21.4%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $10 Shares 110 Est. Cost $89.67 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $10 Shares 228 Est. Cost $50.83 Unrealized -34.5%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $10 Shares 2,400 Est. Cost $7.91 Unrealized -37.7%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $10 Shares 212 Est. Cost $36.81 Unrealized +12.2%
GLW CORNING INC COM 0.0%
Value ($000) $10 Shares 221 Est. Cost $30.53 Unrealized +33.8%
TYLER TEX INDPT SCH DIST 0.25 03/15/2026 0.0%
Value ($000) $10 Shares 8,000 Est. Cost $1.00 Unrealized
TREX TREX CO INC COM 0.0%
Value ($000) $10 Shares 147 Est. Cost $89.05 Unrealized -21.2%
TTC TORO CO COM 0.0%
Value ($000) $10 Shares 110 Est. Cost $105.94 Unrealized -15.1%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $137.95 Unrealized -37.4%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $7.95 Unrealized
DIV GLOBAL X SUPER DIVIDEND U.S. ETF 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.79 Unrealized
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $9 Shares 87 Est. Cost $79.76 Unrealized +23.4%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $9 Shares 150 Est. Cost $49.45 Unrealized +18.3%
XYZ SQUARE INC CL A 0.0%
Value ($000) $9 Shares 135 Est. Cost $61.70 Unrealized +4.7%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $9 Shares 58 Est. Cost $152.82 Unrealized -0.7%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $9 Shares 69 Est. Cost $150.86 Unrealized -14.0%
AME AMETEK INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $165.34 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $9 Shares 76 Est. Cost $127.43 Unrealized -17.8%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $93.48 Unrealized +57.9%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $8 Shares 465 Est. Cost $19.27 Unrealized
WINNEBAGO INDS INC 1.5 04/01/2025 0.0%
Value ($000) $8 Shares 8,000 Est. Cost $1.23 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $8 Shares 536 Est. Cost $21.53 Unrealized -29.4%
ECH ISHARES MSCI CHILE ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.09 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 81 Est. Cost $86.77 Unrealized +12.3%
CMA COMERICA INC COM 0.0%
Value ($000) $8 Shares 136 Est. Cost $58.65 Unrealized -11.8%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $8 Shares 115 Est. Cost $51.54 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $131.85 Unrealized +11.4%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $8 Shares 76 Est. Cost $88.32 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 152 Est. Cost $49.11 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $8 Shares 400 Est. Cost $8.65 Unrealized +111.3%
GRAYSCALE BITCOIN MINI TRUST (BTC) 0.0%
Value ($000) $8 Shares 1,410 Est. Cost $5.63 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 53 Est. Cost $135.26 Unrealized +0.2%
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $8 Shares 475 Est. Cost $14.15 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $8 Shares 719 Est. Cost $8.00 Unrealized
MASI MASIMO CORP COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $136.56 Unrealized -15.0%
IEX IDEX CORP COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $214.74 Unrealized -7.9%
OSISKO GOLD ROYALTIES LTD COM 0.0%
Value ($000) $7 Shares 401 Est. Cost $12.08 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $7 Shares 165 Est. Cost $35.76 Unrealized +27.7%
BALL BALL CORP COM 0.0%
Value ($000) $7 Shares 109 Est. Cost $49.55 Unrealized +25.5%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $7 Shares 120 Est. Cost $49.78 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $7 Shares 130 Est. Cost $86.01 Unrealized -34.0%
HPQ HP INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $29.17 Unrealized +14.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $7 Shares 76 Est. Cost $53.71 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $7 Shares 178 Est. Cost $19.32 Unrealized +72.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $7 Shares 41 Est. Cost $119.45 Unrealized
TMFC MOTLEY FOOL 100 INDEX ETF 0.0%
Value ($000) $7 Shares 125 Est. Cost $40.74 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $7 Shares 300 Est. Cost $17.73 Unrealized +18.9%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $7 Shares 15 Est. Cost $341.99 Unrealized +29.0%
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $7 Shares 85 Est. Cost $65.35 Unrealized +9.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $7 Shares 104 Est. Cost $61.05 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $147.13 Unrealized +46.6%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $7.29 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $7 Shares 110 Est. Cost $55.37 Unrealized +1.2%
INMD INMODE LTD SHS 0.0%
Value ($000) $7 Shares 400 Est. Cost $37.89 Unrealized -55.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $7 Shares 45 Est. Cost $149.64 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $251.08 Unrealized -36.9%
BOKF BOK FINL CORP COM NEW 0.0%
Value ($000) $7 Shares 64 Est. Cost $93.69 Unrealized +3.8%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $7 Shares 112 Est. Cost $80.85 Unrealized -28.5%
FNB F N B CORP COM 0.0%
Value ($000) $7 Shares 470 Est. Cost $12.60 Unrealized +8.4%
CANE TEUCRIUM SUGAR FUND 0.0%
Value ($000) $7 Shares 500 Est. Cost $9.53 Unrealized
KBR KBR INC COM 0.0%
Value ($000) $7 Shares 101 Est. Cost $63.92 Unrealized 0.0%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $6 Shares 204 Est. Cost $26.68 Unrealized +4.5%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $6 Shares 178 Est. Cost $44.69 Unrealized -24.5%
AEHR AEHR TEST SYS COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.46 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $6 Shares 261 Est. Cost $17.65 Unrealized +26.0%
WEX WEX INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $155.68 Unrealized +19.7%
EXC EXELON CORP COM 0.0%
Value ($000) $6 Shares 155 Est. Cost $34.87 Unrealized +2.5%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $6 Shares 205 Est. Cost $23.40 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $101.36 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $6 Shares 105 Est. Cost $50.33 Unrealized -8.0%
WRLD WORLD ACCEP CORPORATION COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $79.01 Unrealized +52.4%
LOB LIVE OAK BANCSHARES INC COM 0.0%
Value ($000) $6 Shares 124 Est. Cost $39.17 Unrealized +6.8%
AMZY YIELDMAX AMZN OPTION INCOME STRATEGY ETF 0.0%
Value ($000) $6 Shares 300 Est. Cost $22.08 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $6 Shares 80 Est. Cost $51.02 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $61.43 Unrealized -11.9%
MAG SILVER CORP COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.63 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $106.66 Unrealized
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $5 Shares 126 Est. Cost $29.80 Unrealized +11.9%
FLBR FRANKLIN FTSE BRAZIL ETF 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.23 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $91.50 Unrealized +7.4%
EASTERLY GOVT PPTYS INC COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $14.27 Unrealized
SNAP SNAP INC CL A 0.0%
Value ($000) $5 Shares 500 Est. Cost $14.35 Unrealized -20.5%
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
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $5 Shares 361 Est. Cost $27.07 Unrealized -49.5%
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 432 Est. Cost $9.05 Unrealized +19.4%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 352 Est. Cost $15.60 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $5 Shares 26 Est. Cost $95.25 Unrealized +81.8%
REDFIN CORP COM 0.0%
Value ($000) $5 Shares 395 Est. Cost $6.65 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $5 Shares 675 Est. Cost $6.73 Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $5 Shares 66 Est. Cost $53.85 Unrealized +21.4%
QXO QXO INC COM NEW 0.0%
Value ($000) $5 Shares 300 Est. Cost $29.17 Unrealized 0.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.89 Unrealized -33.3%
SILVERCREST METALS INC COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $6.00 Unrealized
APPN APPIAN CORP CL A 0.0%
Value ($000) $5 Shares 135 Est. Cost $34.66 Unrealized -6.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $5 Shares 101 Est. Cost $46.13 Unrealized -2.6%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $84.08 Unrealized -12.8%
MP MP MATERIALS CORP COM CL A 0.0%
Value ($000) $4 Shares 250 Est. Cost $22.48 Unrealized -39.6%
EQT EQT CORP COM 0.0%
Value ($000) $4 Shares 120 Est. Cost $38.30 Unrealized -12.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4 Shares 86 Est. Cost $32.24 Unrealized +33.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.36 Unrealized +5.9%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $114.07 Unrealized +22.2%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.34 Unrealized +13.8%
WAB WABTEC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $93.96 Unrealized +73.5%
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $4 Shares 150 Est. Cost $16.93 Unrealized +58.9%
TELLURIAN INC NEW COM 0.0%
Value ($000) $4 Shares 4,000 Est. Cost $1.52 Unrealized
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $4 Shares 272 Est. Cost $14.20 Unrealized
OKTA OKTA INC CL A 0.0%
Value ($000) $4 Shares 51 Est. Cost $57.10 Unrealized +53.0%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $4 Shares 127 Est. Cost $37.22 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $4 Shares 400 Est. Cost $26.46 Unrealized -68.7%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $63.97 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $80.96 Unrealized +0.3%
LILA LIBERTY LATIN AMERICA LTD COM CL A 0.0%
Value ($000) $4 Shares 371 Est. Cost $7.51 Unrealized +28.2%
TILRAY INC COM CL 2 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $2.41 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $4 Shares 9 Est. Cost $375.07 Unrealized 0.0%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $3 Shares 104 Est. Cost $31.20 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $3 Shares 52 Est. Cost $61.49 Unrealized -2.7%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $226.75 Unrealized +12.2%
LMND LEMONADE INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.77 Unrealized -7.2%
MQ MARQETA INC CLASS A COM 0.0%
Value ($000) $3 Shares 670 Est. Cost $6.19 Unrealized -15.5%
ACVF AMERICAN CONSERVATIVE VALUES ETF 0.0%
Value ($000) $3 Shares 75 Est. Cost $29.73 Unrealized
NXE NEXGEN ENERGY LTD COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.17 Unrealized +48.9%
VIACOMCBS INC CL B 0.0%
Value ($000) $3 Shares 304 Est. Cost $17.40 Unrealized
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.02 Unrealized -23.3%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 443 Est. Cost $1.27 Unrealized +235.1%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $3 Shares 163 Est. Cost $11.35 Unrealized +49.2%
QDEL QUIDELORTHO CORP COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $84.70 Unrealized -52.2%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 20 Est. Cost $93.83 Unrealized +40.0%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $3 Shares 41 Est. Cost $55.98 Unrealized
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.61 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.41 Unrealized -16.8%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $8.77 Unrealized -67.2%
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $3 Shares 5,000 Est. Cost $0.64 Unrealized -30.0%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $3 Shares 43 Est. Cost $51.83 Unrealized +14.6%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $3 Shares 25 Est. Cost $115.29 Unrealized +1.4%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $56.25 Unrealized +101.4%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $2 Shares 144 Est. Cost $23.70 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $235.54 Unrealized +17.4%
CC CHEMOURS CO COM 0.0%
Value ($000) $2 Shares 120 Est. Cost $24.44 Unrealized -21.1%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 102 Est. Cost $31.06 Unrealized 0.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $62.89 Unrealized +22.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 102 Est. Cost $10.64 Unrealized +129.3%
DUCKHORN PORTFOLIO INC COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.81 Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $2 Shares 181 Est. Cost $9.94 Unrealized
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $16.30 Unrealized -22.8%
DJTWW TRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.35 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $110.94 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $15.64 Unrealized -23.6%
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.31 Unrealized +4.2%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $176.61 Unrealized -30.1%
AMC AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $4.98 Unrealized 0.0%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 79 Est. Cost $31.33 Unrealized -44.9%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $2 Shares 18 Est. Cost $76.28 Unrealized
23ANDME HOLDING CO CL A NEW 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $0.35 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $127.77 Unrealized +40.4%
POLESTAR AUTOMOTIVE HLDG UK ADS A 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $4.40 Unrealized
LAC LITHIUM AMERS CORP NEW COM SHS 0.0%
Value ($000) $2 Shares 600 Est. Cost $4.55 Unrealized -44.2%
IBRX IMMUNITYBIO INC COM 0.0%
Value ($000) $2 Shares 425 Est. Cost $5.49 Unrealized -15.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $70.89 Unrealized +3.1%
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.56 Unrealized -5.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $1 Shares 18 Est. Cost $68.32 Unrealized
ASPN ASPEN AEROGELS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $10.68 Unrealized +134.2%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $1 Shares 292 Est. Cost $3.96 Unrealized +22.1%
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.0%
Value ($000) $1 Shares 100 Est. Cost $16.48 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $50.04 Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $1 Shares 200 Est. Cost $8.72 Unrealized -17.8%
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $469.84 Unrealized -25.7%
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $53.57 Unrealized +47.8%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $39.40 Unrealized +38.0%
UNG UNITED STATES NATURAL GAS FUND LP 0.0%
Value ($000) $1 Shares 75 Est. Cost $5.07 Unrealized
NNOX NANO X IMAGING LTD ORD SHS 0.0%
Value ($000) $1 Shares 200 Est. Cost $11.08 Unrealized -35.9%
AVXL ANAVEX LIFE SCIENCES CORP COM NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.68 Unrealized -46.0%
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 148 Est. Cost $6.36 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $39.53 Unrealized -41.7%
ARQT ARCUTIS BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $9.54 Unrealized +3.4%
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.65 Unrealized -14.0%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.02 Unrealized -18.7%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.60 Unrealized -5.7%
UNITI GROUP INC COM 0.0%
Value ($000) $1 Shares 148 Est. Cost $3.17 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $41.45 Unrealized -27.2%
FUBO FUBOTV INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $3.05 Unrealized -50.8%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $44.94 Unrealized -41.5%
OPAD OFFERPAD SOLUTIONS INC COM CL A 0.0%
Value ($000) $1 Shares 153 Est. Cost $8.40 Unrealized -52.2%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $35.78 Unrealized -37.5%
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $34.01 Unrealized -22.8%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $1 Shares 117 Est. Cost $10.42 Unrealized -60.8%
CRNC CERENCE INC COM 0.0%
Value ($000) $0 Shares 155 Est. Cost $17.13 Unrealized -82.8%
HL HECLA MNG CO COM 0.0%
Value ($000) $0 Shares 69 Est. Cost $4.89 Unrealized +18.9%
SSSS SURO CAPITAL CORP COM NEW 0.0%
Value ($000) $0 Shares 110 Est. Cost $3.95 Unrealized -0.9%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 105 Est. Cost $6.83 Unrealized
KOPN KOPIN CORP COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.97 Unrealized -5.8%
VINP VINCI PARTNERS INVTS LTD COM CL A 0.0%
Value ($000) $0 Shares 36 Est. Cost $9.97 Unrealized +6.9%
SLI STANDARD LITHIUM LTD COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.88 Unrealized -66.8%
DAVA ENDAVA PLC ADS 0.0%
Value ($000) $0 Shares 12 Est. Cost $76.50 Unrealized
PGNY PROGYNY INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost $37.04 Unrealized -35.2%
SMLR SEMLER SCIENTIFIC INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $34.69 Unrealized -17.2%
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.65 Unrealized -56.6%
NCNO NCINO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $31.49 Unrealized +0.5%
TE FREYR BATTERY INC COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.70 Unrealized -49.4%
CHGG CHEGG INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $17.29 Unrealized -85.8%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $0 Shares 121 Est. Cost $9.53 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $10.98 Unrealized -60.3%
RMR RMR GROUP INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.62 Unrealized +1.9%
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 10 Est. Cost $9.75 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.43 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 2 Est. Cost $41.00 Unrealized
LICYQ LI-CYCLE HOLDINGS CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.52 Unrealized
CGC CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized +1.7%
GLOF ISHARES MSCI GLOBAL MULTIFACTOR ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.89 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $38.07 Unrealized +9.6%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $6.20 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 419 Est. Cost $5.65 Unrealized
ADVANCED MARKETING SERVICES 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized