Global Trust Asset Management, LLC Diversified Active

CIK: 0001729672 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 17, 2025

Total Value ($000): $263,661 (100.0% shares, 0.0% debt)

Holdings (518)

SPY SPDR S&P 500 ETF TR 7.5%
Value ($000) $19,826 Shares 33,828 Est. Cost $270.34 Unrealized
QQQ INVESCO QQQ TR 6.8%
Value ($000) $18,031 Shares 35,271 Est. Cost $209.92 Unrealized
AAPL APPLE INC 5.1%
Value ($000) $13,389 Shares 53,466 Est. Cost $107.95 Unrealized +117.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $7,116 Shares 15,698 Est. Cost $246.43 Unrealized +87.4%
VTI VANGUARD INDEX FDS 2.7%
Value ($000) $7,108 Shares 24,528 Est. Cost $174.67 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $6,262 Shares 14,855 Est. Cost $165.18 Unrealized +155.7%
IJH ISHARES TR 2.1%
Value ($000) $5,563 Shares 89,287 Est. Cost $85.76 Unrealized
IJR ISHARES TR 1.9%
Value ($000) $4,982 Shares 43,238 Est. Cost $79.35 Unrealized
VXUS VANGUARD STAR FDS 1.8%
Value ($000) $4,839 Shares 82,114 Est. Cost $54.42 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $4,438 Shares 20,228 Est. Cost $139.58 Unrealized +46.6%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $4,078 Shares 7,744 Est. Cost $223.53 Unrealized +130.3%
LOW LOWES COS INC 1.5%
Value ($000) $3,866 Shares 15,663 Est. Cost $86.31 Unrealized +203.0%
IEFA ISHARES TR 1.4%
Value ($000) $3,720 Shares 52,931 Est. Cost $61.16 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $3,686 Shares 51,420 Est. Cost $60.95 Unrealized +23.1%
V VISA INC 1.4%
Value ($000) $3,581 Shares 11,329 Est. Cost $163.89 Unrealized +82.0%
PLTR PALANTIR TECHNOLOGIES INC 1.3%
Value ($000) $3,519 Shares 46,526 Est. Cost $21.10 Unrealized +176.1%
CAT CATERPILLAR INC 1.3%
Value ($000) $3,298 Shares 9,090 Est. Cost $185.02 Unrealized +106.3%
WMT WALMART INC 1.2%
Value ($000) $3,151 Shares 34,879 Est. Cost $51.64 Unrealized +66.1%
MCK MCKESSON CORP 1.1%
Value ($000) $3,023 Shares 5,305 Est. Cost $137.72 Unrealized +304.6%
GOOG ALPHABET INC 1.1%
Value ($000) $2,828 Shares 14,851 Est. Cost $109.01 Unrealized +61.2%
VTV VANGUARD INDEX FDS 1.0%
Value ($000) $2,628 Shares 15,526 Est. Cost $126.86 Unrealized
IWF ISHARES TR 1.0%
Value ($000) $2,626 Shares 6,540 Est. Cost $189.67 Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $2,508 Shares 2,737 Est. Cost $403.29 Unrealized +128.8%
VBK VANGUARD INDEX FDS 0.9%
Value ($000) $2,486 Shares 8,875 Est. Cost $217.43 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $2,402 Shares 10,019 Est. Cost $112.05 Unrealized +103.5%
DVY ISHARES TR 0.9%
Value ($000) $2,392 Shares 18,219 Est. Cost $110.97 Unrealized
HYG ISHARES TR 0.9%
Value ($000) $2,261 Shares 28,752 Est. Cost $78.44 Unrealized
NVO NOVO-NORDISK A S 0.8%
Value ($000) $2,224 Shares 25,854 Est. Cost $73.41 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,160 Shares 12,884 Est. Cost $107.20 Unrealized +54.6%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,061 Shares 10,888 Est. Cost $148.52 Unrealized +17.2%
AMAT APPLIED MATLS INC 0.8%
Value ($000) $1,998 Shares 12,286 Est. Cost $55.44 Unrealized +223.2%
WCC WESCO INTL INC 0.7%
Value ($000) $1,824 Shares 10,081 Est. Cost $41.92 Unrealized +346.1%
IWP ISHARES TR 0.7%
Value ($000) $1,750 Shares 13,806 Est. Cost $118.56 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,696 Shares 4,200 Est. Cost $224.26 Unrealized +43.5%
GS GOLDMAN SACHS GROUP INC 0.6%
Value ($000) $1,658 Shares 2,895 Est. Cost $319.87 Unrealized +70.3%
META META PLATFORMS INC 0.6%
Value ($000) $1,658 Shares 2,831 Est. Cost $424.33 Unrealized +37.8%
AVGO BROADCOM INC 0.6%
Value ($000) $1,645 Shares 7,096 Est. Cost $157.57 Unrealized +16.1%
HD HOME DEPOT INC 0.6%
Value ($000) $1,630 Shares 4,190 Est. Cost $201.50 Unrealized +97.2%
ANET ARISTA NETWORKS INC 0.6%
Value ($000) $1,590 Shares 14,389 Est. Cost $102.84 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $1,571 Shares 8,633 Est. Cost $134.43 Unrealized +40.5%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,568 Shares 11,680 Est. Cost $111.59 Unrealized +23.5%
AGG ISHARES TR 0.6%
Value ($000) $1,566 Shares 16,160 Est. Cost $109.16 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,541 Shares 34,993 Est. Cost $43.46 Unrealized
ENB ENBRIDGE INC 0.6%
Value ($000) $1,522 Shares 35,876 Est. Cost $22.92 Unrealized +71.1%
ORCL ORACLE CORP 0.6%
Value ($000) $1,463 Shares 8,780 Est. Cost $52.11 Unrealized +237.4%
COR CENCORA INC 0.5%
Value ($000) $1,447 Shares 6,441 Est. Cost $63.39 Unrealized +267.8%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,432 Shares 41,387 Est. Cost $23.18 Unrealized
UNP UNION PAC CORP 0.5%
Value ($000) $1,420 Shares 6,227 Est. Cost $100.79 Unrealized +128.4%
AVDV AMERICAN CENTY ETF TR 0.5%
Value ($000) $1,351 Shares 20,759 Est. Cost $47.37 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,307 Shares 14,675 Est. Cost $83.86 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,289 Shares 12,960 Est. Cost $67.75 Unrealized +45.7%
DFIV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,277 Shares 36,006 Est. Cost $29.20 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $1,268 Shares 1,643 Est. Cost $508.79 Unrealized +61.4%
RTX RTX CORPORATION 0.5%
Value ($000) $1,215 Shares 10,503 Est. Cost $54.75 Unrealized +116.0%
DFSV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,190 Shares 38,647 Est. Cost $22.69 Unrealized
LQD ISHARES TR 0.4%
Value ($000) $1,143 Shares 10,702 Est. Cost $128.92 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,131 Shares 33,462 Est. Cost $22.59 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,125 Shares 44,575 Est. Cost $21.04 Unrealized
FLOT ISHARES TR 0.4%
Value ($000) $1,121 Shares 22,024 Est. Cost $50.07 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $1,120 Shares 14,812 Est. Cost $70.51 Unrealized
BJUL INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,089 Shares 24,450 Est. Cost $32.14 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,055 Shares 3,555 Est. Cost $184.44 Unrealized +53.7%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $994 Shares 2,046 Est. Cost $344.94 Unrealized +52.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.4%
Value ($000) $963 Shares 16,784 Est. Cost $56.39 Unrealized +17.7%
JNK SPDR SER TR 0.4%
Value ($000) $960 Shares 10,058 Est. Cost $102.29 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $959 Shares 6,307 Est. Cost $116.41 Unrealized +34.5%
PFF ISHARES TR 0.4%
Value ($000) $955 Shares 30,378 Est. Cost $37.94 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $955 Shares 6,591 Est. Cost $114.64 Unrealized +26.9%
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $939 Shares 3,284 Est. Cost $262.66 Unrealized +5.1%
KJAN INNOVATOR ETFS TRUST 0.3%
Value ($000) $905 Shares 24,240 Est. Cost $35.37 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.3%
Value ($000) $902 Shares 1,746 Est. Cost $178.32 Unrealized +216.1%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $859 Shares 2,501 Est. Cost $256.23 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $847 Shares 1,674 Est. Cost $337.36 Unrealized +63.9%
IWS ISHARES TR 0.3%
Value ($000) $843 Shares 6,521 Est. Cost $83.24 Unrealized
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $823 Shares 166 Est. Cost $1791.71 Unrealized +165.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $813 Shares 3,699 Est. Cost $150.31 Unrealized +43.9%
EEM ISHARES TR 0.3%
Value ($000) $802 Shares 19,179 Est. Cost $43.05 Unrealized
IJJ ISHARES TR 0.3%
Value ($000) $792 Shares 6,339 Est. Cost $125.00 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $789 Shares 2,359 Est. Cost $216.87 Unrealized +46.1%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $770 Shares 28,088 Est. Cost $12.66 Unrealized +96.5%
ABBV ABBVIE INC 0.3%
Value ($000) $760 Shares 4,278 Est. Cost $111.73 Unrealized +58.8%
QUAL ISHARES TR 0.3%
Value ($000) $752 Shares 4,225 Est. Cost $161.74 Unrealized
IFEB INNOVATOR ETFS TRUST 0.3%
Value ($000) $736 Shares 29,100 Est. Cost $26.05 Unrealized
CTVA CORTEVA INC 0.3%
Value ($000) $725 Shares 12,726 Est. Cost $25.42 Unrealized +129.8%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $704 Shares 9,227 Est. Cost $25.92 Unrealized +30.6%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $699 Shares 9,953 Est. Cost $38.05 Unrealized +75.2%
NFLX NETFLIX INC 0.2%
Value ($000) $649 Shares 728 Est. Cost $46.72 Unrealized +76.2%
SDY SPDR SER TR 0.2%
Value ($000) $643 Shares 4,867 Est. Cost $114.02 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $634 Shares 3,228 Est. Cost $100.97 Unrealized +108.9%
MGV VANGUARD WORLD FD 0.2%
Value ($000) $621 Shares 4,975 Est. Cost $121.02 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $613 Shares 3,436 Est. Cost $77.83 Unrealized +119.3%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $600 Shares 1,149 Est. Cost $469.14 Unrealized +11.0%
CI THE CIGNA GROUP 0.2%
Value ($000) $595 Shares 2,156 Est. Cost $186.16 Unrealized +67.3%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $591 Shares 1,259 Est. Cost $368.56 Unrealized +33.8%
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $575 Shares 10,333 Est. Cost $40.46 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $563 Shares 3,896 Est. Cost $129.08 Unrealized +15.9%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $558 Shares 1,512 Est. Cost $337.28 Unrealized +21.3%
VDC VANGUARD WORLD FD 0.2%
Value ($000) $555 Shares 2,627 Est. Cost $201.50 Unrealized
DDOG DATADOG INC 0.2%
Value ($000) $549 Shares 3,843 Est. Cost $125.42 Unrealized +9.5%
DFAR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $536 Shares 23,030 Est. Cost $22.75 Unrealized
FOUR SHIFT4 PMTS INC 0.2%
Value ($000) $534 Shares 5,141 Est. Cost $77.11 Unrealized +28.7%
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $529 Shares 8,131 Est. Cost $47.62 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $525 Shares 1,810 Est. Cost $179.31 Unrealized +61.9%
BOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $501 Shares 11,600 Est. Cost $31.76 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $492 Shares 5,210 Est. Cost $80.23 Unrealized +10.9%
KJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $486 Shares 16,500 Est. Cost $25.04 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $481 Shares 1,130 Est. Cost $294.98 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $480 Shares 6,650 Est. Cost $74.98 Unrealized 0.0%
KLAC KLA CORP 0.2%
Value ($000) $472 Shares 749 Est. Cost $413.87 Unrealized +61.7%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $470 Shares 5,502 Est. Cost $89.49 Unrealized -6.3%
SMH VANECK ETF TRUST 0.2%
Value ($000) $467 Shares 1,930 Est. Cost $230.79 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $465 Shares 1,604 Est. Cost $220.50 Unrealized +37.9%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $462 Shares 2,638 Est. Cost $159.79 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $462 Shares 1,753 Est. Cost $134.71 Unrealized +109.3%
AVDE AMERICAN CENTY ETF TR 0.2%
Value ($000) $435 Shares 7,088 Est. Cost $59.14 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $434 Shares 4,200 Est. Cost $87.92 Unrealized
XBJA INNOVATOR ETFS TRUST 0.2%
Value ($000) $432 Shares 15,000 Est. Cost $22.03 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $427 Shares 4,415 Est. Cost $78.24 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $418 Shares 2,257 Est. Cost $144.69 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $416 Shares 1,639 Est. Cost $130.50 Unrealized +97.2%
ADBE ADOBE INC 0.2%
Value ($000) $415 Shares 934 Est. Cost $480.06 Unrealized +3.1%
AVUV AMERICAN CENTY ETF TR 0.2%
Value ($000) $401 Shares 4,150 Est. Cost $79.45 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $394 Shares 6,215 Est. Cost $59.61 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $392 Shares 8,130 Est. Cost $46.16 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $388 Shares 3,038 Est. Cost $105.54 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $362 Shares 3,255 Est. Cost $135.27 Unrealized -23.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $358 Shares 1,683 Est. Cost $89.50 Unrealized +142.2%
KO COCA COLA CO 0.1%
Value ($000) $357 Shares 5,734 Est. Cost $51.81 Unrealized +21.8%
CWB SPDR SER TR 0.1%
Value ($000) $350 Shares 4,498 Est. Cost $59.88 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $335 Shares 2,046 Est. Cost $61.79 Unrealized +176.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $331 Shares 1,464 Est. Cost $146.48 Unrealized +39.0%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $326 Shares 605 Est. Cost $449.47 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $323 Shares 2,971 Est. Cost $120.53 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $321 Shares 1,334 Est. Cost $203.72 Unrealized +20.2%
DFCF DIMENSIONAL ETF TRUST 0.1%
Value ($000) $321 Shares 7,782 Est. Cost $43.62 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $319 Shares 871 Est. Cost $351.26 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $319 Shares 1,613 Est. Cost $131.61 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $309 Shares 2,448 Est. Cost $122.30 Unrealized +0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $308 Shares 1,323 Est. Cost $179.42 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $299 Shares 3,515 Est. Cost $73.41 Unrealized +11.8%
AVRE AMERICAN CENTY ETF TR 0.1%
Value ($000) $293 Shares 6,980 Est. Cost $55.56 Unrealized
XBAP INNOVATOR ETFS TRUST 0.1%
Value ($000) $280 Shares 8,210 Est. Cost $28.96 Unrealized
BFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $278 Shares 6,450 Est. Cost $35.83 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $275 Shares 2,822 Est. Cost $81.82 Unrealized
CLS CELESTICA INC 0.1%
Value ($000) $272 Shares 2,950 Est. Cost $69.23 Unrealized +13.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $267 Shares 3,342 Est. Cost $76.68 Unrealized +9.3%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $266 Shares 3,964 Est. Cost $65.46 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $261 Shares 647 Est. Cost $290.85 Unrealized +59.4%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $261 Shares 1,238 Est. Cost $202.28 Unrealized
EPI WISDOMTREE TR 0.1%
Value ($000) $258 Shares 5,700 Est. Cost $46.26 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $258 Shares 7,000 Est. Cost $29.23 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $257 Shares 2,382 Est. Cost $73.72 Unrealized +24.0%
NOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $257 Shares 5,000 Est. Cost $35.05 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $250 Shares 1,565 Est. Cost $150.50 Unrealized
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $243 Shares 3,250 Est. Cost $68.28 Unrealized +20.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $242 Shares 1,000 Est. Cost $243.06 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $235 Shares 1,244 Est. Cost $193.13 Unrealized +8.8%
SPYM SPDR SER TR 0.1%
Value ($000) $234 Shares 3,397 Est. Cost $68.94 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $227 Shares 386 Est. Cost $411.15 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $222 Shares 2,396 Est. Cost $96.48 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $221 Shares 1,830 Est. Cost $152.49 Unrealized -5.6%
DE DEERE & CO 0.1%
Value ($000) $221 Shares 520 Est. Cost $286.20 Unrealized +44.7%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $219 Shares 2,551 Est. Cost $47.54 Unrealized +99.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $217 Shares 1,650 Est. Cost $118.44 Unrealized
FFIV F5 INC 0.1%
Value ($000) $214 Shares 852 Est. Cost $134.80 Unrealized +77.4%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $213 Shares 1,800 Est. Cost $118.07 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $211 Shares 2,170 Est. Cost $75.73 Unrealized +11.6%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $209 Shares 4,319 Est. Cost $52.10 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $209 Shares 301 Est. Cost $688.87 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $208 Shares 450 Est. Cost $131.57 Unrealized +256.1%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $205 Shares 778 Est. Cost $220.84 Unrealized
XBJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $205 Shares 6,015 Est. Cost $28.40 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $199 Shares 869 Est. Cost $185.66 Unrealized +31.4%
VIPER ENERGY INC 0.1%
Value ($000) $199 Shares 4,055 Est. Cost $31.38 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $195 Shares 2,172 Est. Cost $90.78 Unrealized -12.0%
AMGN AMGEN INC 0.1%
Value ($000) $191 Shares 734 Est. Cost $212.08 Unrealized +34.9%
USMV ISHARES TR 0.1%
Value ($000) $182 Shares 2,055 Est. Cost $85.51 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $179 Shares 604 Est. Cost $215.94 Unrealized +36.8%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $178 Shares 3,155 Est. Cost $52.89 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $172 Shares 915 Est. Cost $135.62 Unrealized +42.4%
STIP ISHARES TR 0.1%
Value ($000) $171 Shares 1,700 Est. Cost $105.97 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $170 Shares 1,695 Est. Cost $126.02 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $169 Shares 2,421 Est. Cost $69.28 Unrealized
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $168 Shares 3,500 Est. Cost $25.14 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $165 Shares 4,060 Est. Cost $44.83 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $164 Shares 1,526 Est. Cost $61.22 Unrealized +83.5%
KAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $164 Shares 5,000 Est. Cost $31.31 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $159 Shares 2,660 Est. Cost $59.77 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $158 Shares 3,651 Est. Cost $42.22 Unrealized +0.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $157 Shares 2,469 Est. Cost $40.93 Unrealized +56.6%
NJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $157 Shares 2,500 Est. Cost $60.82 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $155 Shares 900 Est. Cost $50.30 Unrealized +235.6%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $155 Shares 452 Est. Cost $288.08 Unrealized +15.4%
GSG ISHARES S&P GSCI COMMODITY- 0.1%
Value ($000) $151 Shares 6,915 Est. Cost $15.59 Unrealized
METCB RAMACO RES INC 0.1%
Value ($000) $149 Shares 15,079 Est. Cost $10.60 Unrealized -8.9%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $148 Shares 610 Est. Cost $236.93 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $147 Shares 1,530 Est. Cost $88.31 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $147 Shares 531 Est. Cost $247.64 Unrealized +13.6%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $147 Shares 282 Est. Cost $399.03 Unrealized +36.4%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $144 Shares 2,989 Est. Cost $45.41 Unrealized
MMM 3M CO 0.1%
Value ($000) $143 Shares 1,111 Est. Cost $117.39 Unrealized +9.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $141 Shares 2,448 Est. Cost $57.51 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $137 Shares 945 Est. Cost $135.75 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $136 Shares 649 Est. Cost $231.43 Unrealized -5.0%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $136 Shares 2,311 Est. Cost $40.12 Unrealized
WAB WABTEC 0.1%
Value ($000) $134 Shares 706 Est. Cost $184.52 Unrealized +4.3%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $132 Shares 1,052 Est. Cost $57.10 Unrealized +160.1%
IXUS ISHARES TR 0.0%
Value ($000) $132 Shares 1,990 Est. Cost $62.38 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $131 Shares 785 Est. Cost $93.13 Unrealized +90.2%
FISV FISERV INC 0.0%
Value ($000) $124 Shares 606 Est. Cost $108.60 Unrealized +88.0%
ARKK ARK ETF TR 0.0%
Value ($000) $119 Shares 2,090 Est. Cost $53.73 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $118 Shares 1,347 Est. Cost $57.18 Unrealized
UNILEVER PLC 0.0%
Value ($000) $117 Shares 2,062 Est. Cost $55.13 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $116 Shares 4,500 Est. Cost $23.67 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $115 Shares 1,005 Est. Cost $71.44 Unrealized +70.8%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $113 Shares 2,304 Est. Cost $57.47 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $113 Shares 999 Est. Cost $96.44 Unrealized +17.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $112 Shares 318 Est. Cost $187.36 Unrealized +89.3%
LKQ LKQ CORP 0.0%
Value ($000) $111 Shares 3,021 Est. Cost $22.09 Unrealized +66.6%
SPTM SPDR SER TR 0.0%
Value ($000) $108 Shares 1,507 Est. Cost $71.43 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $104 Shares 5,300 Est. Cost $13.71 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $103 Shares 1,620 Est. Cost $54.18 Unrealized
NAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $103 Shares 4,000 Est. Cost $25.76 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $102 Shares 487 Est. Cost $165.52 Unrealized +41.7%
IJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $102 Shares 3,700 Est. Cost $25.79 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $102 Shares 1,801 Est. Cost $54.24 Unrealized -3.1%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $100 Shares 239 Est. Cost $312.78 Unrealized +37.1%
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $99 Shares 2,490 Est. Cost $40.22 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $97 Shares 1,913 Est. Cost $50.71 Unrealized
NJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $96 Shares 2,000 Est. Cost $38.52 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $91 Shares 675 Est. Cost $121.61 Unrealized +11.8%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $89 Shares 144 Est. Cost $462.30 Unrealized
IOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $88 Shares 3,000 Est. Cost $23.77 Unrealized
SNY SANOFI 0.0%
Value ($000) $88 Shares 1,821 Est. Cost $42.95 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $87 Shares 537 Est. Cost $150.63 Unrealized +4.5%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $87 Shares 1,493 Est. Cost $62.30 Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $86 Shares 2,000 Est. Cost $42.12 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $85 Shares 1,450 Est. Cost $58.69 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $77 Shares 3,480 Est. Cost $22.24 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $77 Shares 900 Est. Cost $93.44 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $77 Shares 148 Est. Cost $555.55 Unrealized -1.4%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $50.21 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $74 Shares 700 Est. Cost $68.98 Unrealized +41.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $74 Shares 809 Est. Cost $63.76 Unrealized +47.3%
DFIP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $73 Shares 1,804 Est. Cost $43.98 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $72 Shares 1,903 Est. Cost $37.12 Unrealized +18.7%
METC RAMACO RES INC 0.0%
Value ($000) $72 Shares 7,058 Est. Cost $17.24 Unrealized -35.0%
TGT TARGET CORP 0.0%
Value ($000) $72 Shares 532 Est. Cost $152.66 Unrealized -10.5%
BWA BORGWARNER INC 0.0%
Value ($000) $72 Shares 2,256 Est. Cost $27.65 Unrealized +21.1%
EOG EOG RES INC 0.0%
Value ($000) $70 Shares 569 Est. Cost $74.01 Unrealized +66.6%
T AT&T INC 0.0%
Value ($000) $69 Shares 3,045 Est. Cost $16.49 Unrealized +30.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $68 Shares 306 Est. Cost $197.12 Unrealized +25.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $68 Shares 190 Est. Cost $340.46 Unrealized +7.6%
HSY HERSHEY CO 0.0%
Value ($000) $68 Shares 400 Est. Cost $189.15 Unrealized -8.6%
SHY ISHARES TR 0.0%
Value ($000) $67 Shares 819 Est. Cost $83.15 Unrealized
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $67 Shares 590 Est. Cost $100.33 Unrealized +18.1%
KIE SPDR SER TR 0.0%
Value ($000) $66 Shares 1,175 Est. Cost $54.82 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $66 Shares 1,420 Est. Cost $32.80 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $65 Shares 650 Est. Cost $109.33 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $65 Shares 61 Est. Cost $112.56 Unrealized +80.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $65 Shares 1,092 Est. Cost $42.61 Unrealized +30.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $65 Shares 320 Est. Cost $204.39 Unrealized +3.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $64 Shares 1,204 Est. Cost $50.83 Unrealized +1.8%
PII POLARIS INC 0.0%
Value ($000) $64 Shares 1,106 Est. Cost $110.42 Unrealized -37.0%
INTC INTEL CORP 0.0%
Value ($000) $63 Shares 3,165 Est. Cost $43.76 Unrealized -48.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $63 Shares 1,050 Est. Cost $61.85 Unrealized +15.5%
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $63 Shares 1,459 Est. Cost $43.27 Unrealized
AVGE AMERICAN CENTY ETF TR 0.0%
Value ($000) $63 Shares 872 Est. Cost $65.09 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $63 Shares 2,432 Est. Cost $25.92 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $63 Shares 763 Est. Cost $46.43 Unrealized +82.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $62 Shares 2,285 Est. Cost $43.35 Unrealized
HESS CORP 0.0%
Value ($000) $62 Shares 464 Est. Cost $114.26 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $59 Shares 1,200 Est. Cost $45.52 Unrealized
TOST TOAST INC 0.0%
Value ($000) $58 Shares 1,600 Est. Cost $35.14 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $58 Shares 1,114 Est. Cost $31.89 Unrealized +53.1%
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $57 Shares 1,681 Est. Cost $34.09 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $57 Shares 200 Est. Cost $258.80 Unrealized +4.4%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 237 Est. Cost $211.69 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $57 Shares 172 Est. Cost $175.98 Unrealized +77.2%
KCE SPDR SER TR 0.0%
Value ($000) $55 Shares 400 Est. Cost $124.88 Unrealized
WPP WPP PLC NEW 0.0%
Value ($000) $55 Shares 1,068 Est. Cost $66.12 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $54 Shares 1,240 Est. Cost $32.27 Unrealized +32.7%
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $52 Shares 1,460 Est. Cost $35.85 Unrealized
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $52 Shares 1,570 Est. Cost $31.53 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $50 Shares 709 Est. Cost $57.97 Unrealized +12.8%
MET METLIFE INC 0.0%
Value ($000) $50 Shares 608 Est. Cost $80.65 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $50 Shares 150 Est. Cost $226.55 Unrealized +53.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $49 Shares 328 Est. Cost $152.61 Unrealized 0.0%
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $49 Shares 1,230 Est. Cost $27.62 Unrealized
ISPY PROSHARES TR 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $44.11 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $48 Shares 530 Est. Cost $71.53 Unrealized +30.1%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $48 Shares 350 Est. Cost $146.51 Unrealized
ROE EA SERIES TRUST 0.0%
Value ($000) $47 Shares 1,551 Est. Cost $30.40 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $47 Shares 480 Est. Cost $91.05 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $46 Shares 1,065 Est. Cost $38.61 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $45 Shares 1,691 Est. Cost $28.84 Unrealized -12.9%
GLW CORNING INC 0.0%
Value ($000) $45 Shares 940 Est. Cost $40.19 Unrealized +15.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $44 Shares 409 Est. Cost $86.45 Unrealized +25.8%
CALF PACER FDS TR 0.0%
Value ($000) $42 Shares 950 Est. Cost $49.07 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $41 Shares 24 Est. Cost $1659.34 Unrealized 0.0%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $41 Shares 430 Est. Cost $92.77 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $40 Shares 800 Est. Cost $50.36 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $40 Shares 1,500 Est. Cost $21.33 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $40 Shares 360 Est. Cost $90.43 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $39 Shares 201 Est. Cost $132.24 Unrealized
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $39 Shares 1,000 Est. Cost $23.00 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $39 Shares 436 Est. Cost $52.36 Unrealized +68.1%
OKTA OKTA INC 0.0%
Value ($000) $39 Shares 489 Est. Cost $194.80 Unrealized -60.2%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $38 Shares 423 Est. Cost $89.77 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $38 Shares 570 Est. Cost $66.09 Unrealized +5.9%
SLYV SPDR SER TR 0.0%
Value ($000) $37 Shares 429 Est. Cost $77.46 Unrealized
XONE BONDBLOXX ETF TRUST 0.0%
Value ($000) $37 Shares 754 Est. Cost $49.54 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $36 Shares 600 Est. Cost $55.35 Unrealized +8.9%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $36 Shares 500 Est. Cost $75.18 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $35 Shares 931 Est. Cost $56.98 Unrealized -25.4%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $35 Shares 919 Est. Cost $67.32 Unrealized -38.4%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $34 Shares 1,400 Est. Cost $24.24 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $34 Shares 192 Est. Cost $144.57 Unrealized +21.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 82 Est. Cost $397.26 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $33 Shares 688 Est. Cost $46.63 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $33 Shares 300 Est. Cost $109.18 Unrealized 0.0%
DCOR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $32 Shares 500 Est. Cost $59.52 Unrealized
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $32 Shares 1,054 Est. Cost $27.09 Unrealized
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $31 Shares 155 Est. Cost $180.78 Unrealized 0.0%
OC OWENS CORNING NEW 0.0%
Value ($000) $31 Shares 183 Est. Cost $186.85 Unrealized 0.0%
BIL SPDR SER TR 0.0%
Value ($000) $31 Shares 340 Est. Cost $91.81 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $31 Shares 1,010 Est. Cost $30.73 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $31 Shares 200 Est. Cost $122.97 Unrealized +14.5%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $30 Shares 719 Est. Cost $41.73 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $29 Shares 122 Est. Cost $150.49 Unrealized +74.8%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $29 Shares 275 Est. Cost $105.15 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $29 Shares 281 Est. Cost $73.75 Unrealized +43.7%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $28 Shares 818 Est. Cost $37.80 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $28 Shares 25 Est. Cost $230.77 Unrealized +75.9%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $27 Shares 925 Est. Cost $28.08 Unrealized
PHIN PHINIA INC 0.0%
Value ($000) $27 Shares 559 Est. Cost $31.24 Unrealized +54.3%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $27 Shares 533 Est. Cost $50.25 Unrealized
TECK TECK RESOURCES LTD 0.0%
Value ($000) $27 Shares 659 Est. Cost $46.73 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $26 Shares 75 Est. Cost $251.16 Unrealized +36.7%
WELL WELLTOWER INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $63.42 Unrealized +102.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $25 Shares 296 Est. Cost $91.63 Unrealized -0.2%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $24 Shares 312 Est. Cost $82.63 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $24 Shares 202 Est. Cost $101.96 Unrealized +18.3%
URNM SPROTT FDS TR 0.0%
Value ($000) $24 Shares 600 Est. Cost $45.88 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $24 Shares 400 Est. Cost $56.60 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $24 Shares 300 Est. Cost $62.61 Unrealized +26.1%
ARKQ ARK ETF TR 0.0%
Value ($000) $23 Shares 300 Est. Cost $52.46 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $23 Shares 595 Est. Cost $50.19 Unrealized -19.3%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $23 Shares 18 Est. Cost $457.04 Unrealized +169.0%
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $23 Shares 300 Est. Cost $79.58 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $22 Shares 173 Est. Cost $109.68 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $22 Shares 13 Est. Cost $1265.75 Unrealized +53.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $22 Shares 258 Est. Cost $70.43 Unrealized +21.1%
SOXX ISHARES TR 0.0%
Value ($000) $22 Shares 100 Est. Cost $230.59 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 130 Est. Cost $145.91 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $21 Shares 2,350 Est. Cost $10.83 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $20 Shares 408 Est. Cost $55.30 Unrealized -11.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $20 Shares 19 Est. Cost $481.05 Unrealized +132.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $20 Shares 130 Est. Cost $99.69 Unrealized +60.0%
IWR ISHARES TR 0.0%
Value ($000) $20 Shares 225 Est. Cost $43.17 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $20 Shares 202 Est. Cost $72.16 Unrealized
NURE NUSHARES ETF TR 0.0%
Value ($000) $19 Shares 600 Est. Cost $35.58 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $19 Shares 176 Est. Cost $125.86 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 200 Est. Cost $84.28 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $18 Shares 313 Est. Cost $65.64 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $18 Shares 285 Est. Cost $54.24 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $18 Shares 159 Est. Cost $89.87 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $18 Shares 225 Est. Cost $75.24 Unrealized +12.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $17 Shares 40 Est. Cost $444.22 Unrealized -12.8%
ECL ECOLAB INC 0.0%
Value ($000) $17 Shares 73 Est. Cost $182.41 Unrealized +34.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $17 Shares 426 Est. Cost $42.12 Unrealized -6.5%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $17 Shares 90 Est. Cost $184.88 Unrealized
KXI ISHARES TR 0.0%
Value ($000) $17 Shares 275 Est. Cost $77.24 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $17 Shares 592 Est. Cost $27.89 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $16 Shares 86 Est. Cost $155.95 Unrealized +23.8%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $16 Shares 400 Est. Cost $40.26 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $15 Shares 194 Est. Cost $79.25 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $15 Shares 340 Est. Cost $57.45 Unrealized -6.6%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $15 Shares 60 Est. Cost $139.61 Unrealized +90.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $15 Shares 200 Est. Cost $58.82 Unrealized +18.9%
NAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $15 Shares 300 Est. Cost $39.33 Unrealized
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $15 Shares 544 Est. Cost $28.16 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $15 Shares 53 Est. Cost $168.20 Unrealized +61.5%
KKR KKR & CO INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $117.42 Unrealized +24.2%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $14 Shares 300 Est. Cost $50.57 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $14 Shares 34 Est. Cost $370.63 Unrealized +21.1%
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $14 Shares 57 Est. Cost $268.57 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 399 Est. Cost $53.47 Unrealized -30.1%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $14 Shares 675 Est. Cost $17.35 Unrealized +12.9%
DRLL EA SERIES TRUST 0.0%
Value ($000) $14 Shares 500 Est. Cost $29.45 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.0%
Value ($000) $14 Shares 290 Est. Cost $46.88 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $13 Shares 61 Est. Cost $163.58 Unrealized +36.6%
BLK BLACKROCK INC 0.0%
Value ($000) $13 Shares 13 Est. Cost $886.64 Unrealized +11.8%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 80 Est. Cost $137.50 Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $13 Shares 575 Est. Cost $23.02 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $13 Shares 50 Est. Cost $202.52 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $13 Shares 102 Est. Cost $119.02 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $13 Shares 164 Est. Cost $41.58 Unrealized +81.6%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $12 Shares 55 Est. Cost $218.95 Unrealized +5.6%
TJX TJX COS INC NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $112.73 Unrealized +4.4%
SAP SAP SE 0.0%
Value ($000) $12 Shares 48 Est. Cost $246.21 Unrealized
ONON ON HLDG AG 0.0%
Value ($000) $11 Shares 200 Est. Cost $42.90 Unrealized +23.5%
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $11 Shares 201 Est. Cost $47.38 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $11 Shares 37 Est. Cost $234.26 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $10 Shares 189 Est. Cost $25.97 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $10 Shares 192 Est. Cost $54.51 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $10 Shares 187 Est. Cost $40.76 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $10 Shares 128 Est. Cost $74.81 Unrealized 0.0%
NVCR NOVOCURE LTD 0.0%
Value ($000) $10 Shares 325 Est. Cost $21.16 Unrealized 0.0%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $10 Shares 755 Est. Cost $9.90 Unrealized +47.8%
STT STATE STR CORP 0.0%
Value ($000) $9 Shares 88 Est. Cost $91.24 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $9 Shares 64 Est. Cost $318.77 Unrealized -55.3%
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $8 Shares 186 Est. Cost $35.79 Unrealized
CHAMPIONX CORPORATION 0.0%
Value ($000) $8 Shares 299 Est. Cost $14.75 Unrealized
IAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.04 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $8 Shares 200 Est. Cost $63.34 Unrealized -25.5%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $8 Shares 132 Est. Cost $63.00 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $7 Shares 130 Est. Cost $58.04 Unrealized 0.0%
SPSB SPDR SER TR 0.0%
Value ($000) $7 Shares 250 Est. Cost $30.28 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $170.93 Unrealized 0.0%
ISTB ISHARES TR 0.0%
Value ($000) $7 Shares 150 Est. Cost $50.42 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 +12.8%
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 405 Est. Cost $13.69 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $7 Shares 34 Est. Cost $189.31 Unrealized 0.0%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 170 Est. Cost $37.42 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $116.71 Unrealized 0.0%
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $6 Shares 88 Est. Cost $78.39 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.29 Unrealized +10.8%
CLOU GLOBAL X FDS 0.0%
Value ($000) $6 Shares 255 Est. Cost $18.49 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $6 Shares 48 Est. Cost $24.55 Unrealized +441.5%
AFL AFLAC INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $106.42 Unrealized 0.0%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 240 Est. Cost $16.89 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $6 Shares 20 Est. Cost $287.90 Unrealized 0.0%
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $6 Shares 150 Est. Cost $30.19 Unrealized
XME SPDR SER TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.72 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $53.05 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $5 Shares 71 Est. Cost $59.87 Unrealized +23.3%
DEO DIAGEO PLC 0.0%
Value ($000) $5 Shares 41 Est. Cost $203.04 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $5 Shares 166 Est. Cost $36.98 Unrealized -10.4%
QLTA ISHARES TR 0.0%
Value ($000) $5 Shares 104 Est. Cost $57.78 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 19 Est. Cost $251.84 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $5 Shares 200 Est. Cost $23.55 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $113.20 Unrealized +16.8%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $5 Shares 25 Est. Cost $199.18 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $5 Shares 230 Est. Cost $25.47 Unrealized -20.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $137.31 Unrealized 0.0%
XBI SPDR SER TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $91.20 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $4 Shares 160 Est. Cost $22.70 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 53 Est. Cost $64.39 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.81 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $503.12 Unrealized 0.0%
RH RH 0.0%
Value ($000) $4 Shares 10 Est. Cost $90.43 Unrealized +293.3%
IJT ISHARES TR 0.0%
Value ($000) $4 Shares 28 Est. Cost $144.16 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $4 Shares 3 Est. Cost $43.00 Unrealized +87.5%
F FORD MTR CO 0.0%
Value ($000) $4 Shares 355 Est. Cost $12.72 Unrealized -22.4%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.58 Unrealized -4.6%
CSX CSX CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.29 Unrealized +1.2%
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $736.13 Unrealized +330.1%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $3 Shares 25 Est. Cost $117.46 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $3 Shares 19 Est. Cost $164.16 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $89.42 Unrealized +4.4%
EJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.94 Unrealized
IHF ISHARES TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $47.98 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $3 Shares 32 Est. Cost $86.51 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $3 Shares 74 Est. Cost $39.99 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 13 Est. Cost $156.08 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.60 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
NKE NIKE INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $107.39 Unrealized -28.8%
IXP ISHARES TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $96.68 Unrealized
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
BA BOEING CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $188.67 Unrealized -16.8%
MAS MASCO CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $46.55 Unrealized +68.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $62.60 Unrealized -13.7%
KELLANOVA 0.0%
Value ($000) $2 Shares 21 Est. Cost $53.59 Unrealized +45.9%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 22 Est. Cost $112.08 Unrealized -31.5%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $2 Shares 50 Est. Cost $26.54 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $2 Shares 9 Est. Cost $198.35 Unrealized 0.0%
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.09 Unrealized +13.1%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 8 Est. Cost $158.66 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.97 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $223.73 Unrealized -13.5%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 66 Est. Cost $27.73 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $1 Shares 14 Est. Cost $115.29 Unrealized -15.6%
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.59 Unrealized +158.1%
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
IMCB ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.17 Unrealized
GATX GATX CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $71.08 Unrealized +105.9%
RRC RANGE RES CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $17.99 Unrealized +83.8%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.14 Unrealized -3.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $60.85 Unrealized -81.1%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.63 Unrealized -4.9%
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
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.83 Unrealized -36.3%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $0 Shares 10 Est. Cost $51.51 Unrealized
IBTA IBOTTA INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.52 Unrealized +14.7%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.40 Unrealized +87.4%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 16 Est. Cost $36.56 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $0 Shares 15 Est. Cost $41.65 Unrealized -22.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $48.86 Unrealized 0.0%
HANESBRANDS INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $18.93 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.67 Unrealized +0.2%
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 -27.8%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.05 Unrealized +93.4%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $15.16 Unrealized +7.2%
ETD ETHAN ALLEN INTERIORS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.23 Unrealized -0.2%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $13.13 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.42 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.18 Unrealized +15.5%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.05 Unrealized +28.5%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.56 Unrealized -14.9%
SPIRIT AIRLS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.75 Unrealized