MGB Wealth Management, LLC Diversified Active

CIK: 0002015822 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 29, 2025

Total Value ($000): $322,206 (100.0% shares, 0.0% debt)

Holdings (286)

APP APPLOVIN CORP 24.1%
Value ($000) $77,597 Shares 239,616 Est. Cost $52.21 Unrealized +384.5%
QQQ INVESCO QQQ TR 4.4%
Value ($000) $14,323 Shares 27,991 Est. Cost $419.10 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $11,362 Shares 26,925 Est. Cost $351.90 Unrealized +20.0%
AVGO BROADCOM INC 2.7%
Value ($000) $8,808 Shares 37,796 Est. Cost $151.86 Unrealized +20.4%
XSD SPDR SER TR 2.5%
Value ($000) $8,201 Shares 32,994 Est. Cost $227.97 Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $8,141 Shares 60,176 Est. Cost $96.99 Unrealized +42.1%
AAPL APPLE INC 2.4%
Value ($000) $7,801 Shares 31,110 Est. Cost $186.60 Unrealized +25.7%
SPY SPDR S&P 500 ETF TR 2.2%
Value ($000) $7,159 Shares 12,193 Est. Cost $481.91 Unrealized
VUG VANGUARD INDEX FDS 1.2%
Value ($000) $3,775 Shares 9,155 Est. Cost $314.85 Unrealized
OKE ONEOK INC NEW 1.2%
Value ($000) $3,731 Shares 37,144 Est. Cost $60.81 Unrealized +59.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $3,426 Shares 7,569 Est. Cost $363.16 Unrealized +27.1%
FDN FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $3,415 Shares 14,033 Est. Cost $187.09 Unrealized
ETN EATON CORP PLC 1.0%
Value ($000) $3,266 Shares 9,835 Est. Cost $220.46 Unrealized +57.5%
CNQ CANADIAN NAT RES LTD 1.0%
Value ($000) $3,068 Shares 99,578 Est. Cost $32.63 Unrealized -0.5%
DIVO AMPLIFY ETF TR 0.9%
Value ($000) $3,052 Shares 75,411 Est. Cost $36.55 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.9%
Value ($000) $3,047 Shares 16,176 Est. Cost $175.58 Unrealized
WMT WALMART INC 0.9%
Value ($000) $3,039 Shares 33,626 Est. Cost $55.78 Unrealized +53.8%
AMLP ALPS ETF TR 0.9%
Value ($000) $2,849 Shares 59,155 Est. Cost $44.42 Unrealized
MAIN MAIN STR CAP CORP 0.9%
Value ($000) $2,772 Shares 47,359 Est. Cost $42.32 Unrealized +26.0%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $2,724 Shares 11,368 Est. Cost $153.00 Unrealized +49.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,643 Shares 13,934 Est. Cost $136.02 Unrealized +28.0%
HD HOME DEPOT INC 0.8%
Value ($000) $2,623 Shares 6,741 Est. Cost $295.16 Unrealized +34.6%
CALF PACER FDS TR 0.8%
Value ($000) $2,570 Shares 58,429 Est. Cost $48.04 Unrealized
IGV ISHARES TR 0.8%
Value ($000) $2,428 Shares 24,240 Est. Cost $143.81 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $2,416 Shares 13,638 Est. Cost $137.23 Unrealized +29.3%
MPC MARATHON PETE CORP 0.7%
Value ($000) $2,410 Shares 17,315 Est. Cost $142.74 Unrealized +4.3%
GLD SPDR GOLD TR 0.7%
Value ($000) $2,283 Shares 9,428 Est. Cost $212.59 Unrealized
USMV ISHARES TR 0.7%
Value ($000) $2,246 Shares 25,297 Est. Cost $78.02 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $2,245 Shares 10,217 Est. Cost $150.47 Unrealized +36.0%
PDP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,033 Shares 18,896 Est. Cost $87.72 Unrealized
MCK MCKESSON CORP 0.6%
Value ($000) $1,935 Shares 3,395 Est. Cost $463.09 Unrealized +20.3%
NOBL PROSHARES TR 0.6%
Value ($000) $1,929 Shares 19,375 Est. Cost $95.21 Unrealized
FDUS FIDUS INVT CORP 0.6%
Value ($000) $1,847 Shares 87,954 Est. Cost $14.67 Unrealized +21.2%
PAVE GLOBAL X FDS 0.6%
Value ($000) $1,831 Shares 45,302 Est. Cost $34.95 Unrealized
V VISA INC 0.6%
Value ($000) $1,824 Shares 5,774 Est. Cost $246.93 Unrealized +20.8%
PJP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,815 Shares 21,976 Est. Cost $76.80 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,773 Shares 72,182 Est. Cost $24.33 Unrealized
CVY INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,674 Shares 66,548 Est. Cost $23.94 Unrealized
XAR SPDR SER TR 0.5%
Value ($000) $1,579 Shares 9,521 Est. Cost $135.46 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,555 Shares 8,295 Est. Cost $145.50 Unrealized +32.8%
INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,551 Shares 29,267 Est. Cost $47.39 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,546 Shares 43,381 Est. Cost $27.69 Unrealized
TXRH TEXAS ROADHOUSE INC 0.5%
Value ($000) $1,536 Shares 8,518 Est. Cost $104.81 Unrealized +76.4%
LLY ELI LILLY & CO 0.5%
Value ($000) $1,503 Shares 1,947 Est. Cost $695.45 Unrealized +18.1%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,418 Shares 2,793 Est. Cost $511.31 Unrealized +8.1%
PPA INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,406 Shares 12,256 Est. Cost $95.72 Unrealized
NLR VANECK ETF TRUST 0.4%
Value ($000) $1,356 Shares 16,673 Est. Cost $76.55 Unrealized
CTAS CINTAS CORP 0.4%
Value ($000) $1,328 Shares 7,248 Est. Cost $176.08 Unrealized +18.3%
SMH VANECK ETF TRUST 0.4%
Value ($000) $1,307 Shares 5,379 Est. Cost $188.28 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,294 Shares 18,498 Est. Cost $62.66 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,277 Shares 36,915 Est. Cost $29.35 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,249 Shares 10,331 Est. Cost $89.52 Unrealized +31.5%
HACK AMPLIFY ETF TR 0.4%
Value ($000) $1,230 Shares 16,503 Est. Cost $64.86 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $1,217 Shares 4,406 Est. Cost $281.36 Unrealized 0.0%
CME CME GROUP INC 0.4%
Value ($000) $1,207 Shares 5,200 Est. Cost $194.72 Unrealized +12.8%
PSCH INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,197 Shares 27,025 Est. Cost $42.86 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $1,172 Shares 9,575 Est. Cost $120.18 Unrealized +7.5%
KXI ISHARES TR 0.4%
Value ($000) $1,166 Shares 19,337 Est. Cost $59.28 Unrealized
MGK VANGUARD WORLD FD 0.4%
Value ($000) $1,134 Shares 3,301 Est. Cost $343.41 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,116 Shares 52,499 Est. Cost $21.15 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $1,113 Shares 3,843 Est. Cost $260.84 Unrealized +11.3%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,099 Shares 6,275 Est. Cost $158.16 Unrealized
CLH CLEAN HARBORS INC 0.3%
Value ($000) $1,096 Shares 4,763 Est. Cost $183.03 Unrealized +35.7%
COR CENCORA INC 0.3%
Value ($000) $1,069 Shares 4,759 Est. Cost $207.50 Unrealized +12.3%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,046 Shares 3,573 Est. Cost $223.84 Unrealized +28.6%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $1,023 Shares 2,210 Est. Cost $306.54 Unrealized +52.8%
FLOT ISHARES TR 0.3%
Value ($000) $992 Shares 19,508 Est. Cost $50.75 Unrealized
TORTOISE ENERGY INFRA CORP 0.3%
Value ($000) $968 Shares 23,037 Est. Cost $29.77 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $964 Shares 40,998 Est. Cost $15.05 Unrealized +56.4%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $957 Shares 8,946 Est. Cost $110.25 Unrealized +1.9%
MOAT VANECK ETF TRUST 0.3%
Value ($000) $944 Shares 10,184 Est. Cost $87.47 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $931 Shares 27,264 Est. Cost $34.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $930 Shares 6,238 Est. Cost $111.82 Unrealized +39.7%
SPYD SPDR SER TR 0.3%
Value ($000) $909 Shares 21,020 Est. Cost $39.63 Unrealized
APO APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $892 Shares 5,398 Est. Cost $141.54 Unrealized +10.2%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $886 Shares 5,703 Est. Cost $99.79 Unrealized +48.9%
PRI PRIMERICA INC 0.3%
Value ($000) $885 Shares 3,270 Est. Cost $204.36 Unrealized +38.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $852 Shares 3,770 Est. Cost $181.68 Unrealized +21.0%
KKR KKR & CO INC 0.3%
Value ($000) $845 Shares 5,712 Est. Cost $79.92 Unrealized +82.4%
BFST BUSINESS FIRST BANCSHARES IN 0.3%
Value ($000) $841 Shares 32,733 Est. Cost $26.06 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $783 Shares 4,678 Est. Cost $149.25 Unrealized +11.0%
SPMD SPDR SER TR 0.2%
Value ($000) $776 Shares 14,190 Est. Cost $48.78 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $756 Shares 4,050 Est. Cost $145.48 Unrealized +11.8%
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $740 Shares 2,972 Est. Cost $253.86 Unrealized 0.0%
SLV ISHARES SILVER TR 0.2%
Value ($000) $737 Shares 27,948 Est. Cost $24.32 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $710 Shares 6,281 Est. Cost $96.07 Unrealized +18.0%
TMUS T-MOBILE US INC 0.2%
Value ($000) $691 Shares 3,131 Est. Cost $153.82 Unrealized +45.2%
HEI HEICO CORP NEW 0.2%
Value ($000) $690 Shares 2,900 Est. Cost $173.25 Unrealized +49.5%
META META PLATFORMS INC 0.2%
Value ($000) $684 Shares 1,166 Est. Cost $487.41 Unrealized +20.0%
SPYV SPDR SER TR 0.2%
Value ($000) $668 Shares 13,070 Est. Cost $46.86 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.2%
Value ($000) $647 Shares 20,021 Est. Cost $26.91 Unrealized +2.1%
GUARANTY BANCSHARES INC TEX 0.2%
Value ($000) $635 Shares 18,360 Est. Cost $34.38 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $633 Shares 7,073 Est. Cost $56.79 Unrealized +55.0%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $631 Shares 8,751 Est. Cost $72.13 Unrealized +6.0%
ITA ISHARES TR 0.2%
Value ($000) $627 Shares 4,307 Est. Cost $126.67 Unrealized
MUSA MURPHY USA INC 0.2%
Value ($000) $625 Shares 1,250 Est. Cost $358.80 Unrealized +41.5%
SHV ISHARES TR 0.2%
Value ($000) $591 Shares 5,370 Est. Cost $110.11 Unrealized
URA GLOBAL X FDS 0.2%
Value ($000) $585 Shares 21,858 Est. Cost $28.23 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $585 Shares 13,021 Est. Cost $42.18 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $582 Shares 8,122 Est. Cost $56.60 Unrealized +32.6%
DVY ISHARES TR 0.2%
Value ($000) $576 Shares 4,385 Est. Cost $117.86 Unrealized
SPIB SPDR SER TR 0.2%
Value ($000) $570 Shares 17,395 Est. Cost $33.42 Unrealized
XT ISHARES TR 0.2%
Value ($000) $564 Shares 9,454 Est. Cost $59.93 Unrealized
BOTZ GLOBAL X FDS 0.2%
Value ($000) $564 Shares 17,641 Est. Cost $28.50 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $558 Shares 1,150 Est. Cost $419.52 Unrealized +25.7%
WCC WESCO INTL INC 0.2%
Value ($000) $548 Shares 3,046 Est. Cost $147.28 Unrealized +27.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $541 Shares 3,939 Est. Cost $136.37 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $537 Shares 5,714 Est. Cost $76.28 Unrealized +22.4%
PSCT INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $530 Shares 11,102 Est. Cost $48.25 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $525 Shares 7,614 Est. Cost $57.75 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $520 Shares 8,812 Est. Cost $51.55 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $514 Shares 4,202 Est. Cost $117.86 Unrealized +22.1%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $509 Shares 3,006 Est. Cost $172.46 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $506 Shares 3,491 Est. Cost $137.95 Unrealized +5.5%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $504 Shares 2,505 Est. Cost $158.05 Unrealized +29.3%
DTE DTE ENERGY CO 0.2%
Value ($000) $501 Shares 4,152 Est. Cost $94.92 Unrealized +24.8%
SHLD GLOBAL X FDS 0.2%
Value ($000) $500 Shares 13,368 Est. Cost $37.32 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $499 Shares 544 Est. Cost $711.84 Unrealized +29.6%
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $497 Shares 20,676 Est. Cost $21.71 Unrealized
CSW CSW INDUSTRIALS INC 0.2%
Value ($000) $489 Shares 1,386 Est. Cost $313.80 Unrealized +23.3%
CCJ CAMECO CORP 0.2%
Value ($000) $485 Shares 9,439 Est. Cost $45.37 Unrealized +19.7%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $482 Shares 9,980 Est. Cost $37.82 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $478 Shares 27,000 Est. Cost $18.14 Unrealized
RRC RANGE RES CORP 0.1%
Value ($000) $469 Shares 13,000 Est. Cost $32.82 Unrealized +0.8%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $460 Shares 56,322 Est. Cost $7.72 Unrealized
XME SPDR SER TR 0.1%
Value ($000) $451 Shares 7,940 Est. Cost $59.87 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $437 Shares 1,183 Est. Cost $393.53 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $432 Shares 15,924 Est. Cost $36.44 Unrealized -22.4%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $431 Shares 5,631 Est. Cost $70.85 Unrealized
BLACKROCK ENERGY & RES TR 0.1%
Value ($000) $408 Shares 32,360 Est. Cost $12.46 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $405 Shares 27,835 Est. Cost $14.62 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $404 Shares 4,807 Est. Cost $85.26 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $401 Shares 5,250 Est. Cost $64.89 Unrealized +13.9%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $401 Shares 9,179 Est. Cost $40.56 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $396 Shares 47,869 Est. Cost $7.70 Unrealized
UPGD INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $394 Shares 5,700 Est. Cost $61.79 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $388 Shares 6,118 Est. Cost $78.58 Unrealized -12.3%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $388 Shares 1,723 Est. Cost $150.21 Unrealized +49.5%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $379 Shares 2,630 Est. Cost $143.59 Unrealized +4.2%
SSUS STRATEGY SHS 0.1%
Value ($000) $379 Shares 9,003 Est. Cost $35.63 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $375 Shares 2,697 Est. Cost $108.36 Unrealized +27.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $371 Shares 1,053 Est. Cost $321.79 Unrealized +10.2%
IBB ISHARES TR 0.1%
Value ($000) $370 Shares 2,800 Est. Cost $136.00 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $355 Shares 2,695 Est. Cost $131.78 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $353 Shares 1,550 Est. Cost $209.24 Unrealized +10.0%
RY ROYAL BK CDA 0.1%
Value ($000) $349 Shares 2,895 Est. Cost $88.10 Unrealized +40.1%
XHE SPDR SER TR 0.1%
Value ($000) $348 Shares 3,930 Est. Cost $84.33 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $344 Shares 8,450 Est. Cost $40.06 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $331 Shares 10,533 Est. Cost $32.20 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $331 Shares 370 Est. Cost $82.31 Unrealized 0.0%
FLNG FLEX LNG LTD 0.1%
Value ($000) $325 Shares 14,598 Est. Cost $22.68 Unrealized -9.8%
ORI OLD REP INTL CORP 0.1%
Value ($000) $311 Shares 8,600 Est. Cost $23.48 Unrealized +34.0%
TSLA TESLA INC 0.1%
Value ($000) $307 Shares 751 Est. Cost $321.74 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $304 Shares 750 Est. Cost $303.17 Unrealized
EVR EVERCORE INC 0.1%
Value ($000) $299 Shares 1,078 Est. Cost $279.37 Unrealized 0.0%
NUVEEN NASDAQ 100 DYNAMIC OV 0.1%
Value ($000) $298 Shares 11,000 Est. Cost $23.15 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $296 Shares 500 Est. Cost $513.84 Unrealized +39.5%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $290 Shares 1,797 Est. Cost $145.01 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $287 Shares 1,494 Est. Cost $154.73 Unrealized +13.5%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $282 Shares 2,696 Est. Cost $89.26 Unrealized +16.6%
SRE SEMPRA 0.1%
Value ($000) $280 Shares 3,200 Est. Cost $66.74 Unrealized +26.3%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $278 Shares 3,670 Est. Cost $58.25 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $277 Shares 400 Est. Cost $693.08 Unrealized
LKFN LAKELAND FINL CORP 0.1%
Value ($000) $277 Shares 4,027 Est. Cost $51.28 Unrealized +29.5%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $276 Shares 530 Est. Cost $516.09 Unrealized +5.5%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $273 Shares 55 Est. Cost $3160.45 Unrealized +50.7%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $272 Shares 1,075 Est. Cost $266.50 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $271 Shares 515 Est. Cost $514.68 Unrealized 0.0%
ALL ALLSTATE CORP 0.1%
Value ($000) $269 Shares 1,398 Est. Cost $189.83 Unrealized 0.0%
IYW ISHARES TR 0.1%
Value ($000) $260 Shares 1,628 Est. Cost $123.31 Unrealized
AWR AMER STATES WTR CO 0.1%
Value ($000) $258 Shares 3,321 Est. Cost $76.07 Unrealized +6.4%
SPHB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $257 Shares 2,902 Est. Cost $83.82 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $256 Shares 1,161 Est. Cost $191.84 Unrealized +12.8%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $250 Shares 501 Est. Cost $429.79 Unrealized +17.1%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $249 Shares 20,500 Est. Cost $12.17 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $248 Shares 1,179 Est. Cost $191.48 Unrealized +22.5%
IT GARTNER INC 0.1%
Value ($000) $247 Shares 509 Est. Cost $515.55 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $238 Shares 4,140 Est. Cost $54.98 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $234 Shares 1,409 Est. Cost $158.06 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $234 Shares 6,438 Est. Cost $36.31 Unrealized
EWJ ISHARES INC 0.1%
Value ($000) $230 Shares 3,434 Est. Cost $65.58 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $226 Shares 2,567 Est. Cost $70.12 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $221 Shares 2,340 Est. Cost $88.94 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $219 Shares 3,153 Est. Cost $69.34 Unrealized 0.0%
PXE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $219 Shares 7,500 Est. Cost $30.90 Unrealized
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $216 Shares 8,967 Est. Cost $22.30 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $215 Shares 2,500 Est. Cost $108.12 Unrealized
PGJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $207 Shares 7,910 Est. Cost $24.12 Unrealized
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $206 Shares 8,550 Est. Cost $24.45 Unrealized
LMP CAP & INCOME FD INC 0.1%
Value ($000) $206 Shares 11,999 Est. Cost $14.01 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $204 Shares 1,646 Est. Cost $119.02 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $202 Shares 1,328 Est. Cost $156.40 Unrealized +0.1%
KRE SPDR SER TR 0.1%
Value ($000) $198 Shares 3,286 Est. Cost $52.43 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $198 Shares 2,225 Est. Cost $89.10 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $197 Shares 8,125 Est. Cost $23.21 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $195 Shares 7,660 Est. Cost $25.15 Unrealized
FNB F N B CORP 0.1%
Value ($000) $195 Shares 13,181 Est. Cost $11.03 Unrealized +34.2%
IYC ISHARES TR 0.1%
Value ($000) $186 Shares 1,936 Est. Cost $75.77 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $185 Shares 6,425 Est. Cost $28.30 Unrealized
NUVEEN CORE EQUITY ALPHA FD 0.1%
Value ($000) $182 Shares 11,442 Est. Cost $13.55 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $182 Shares 810 Est. Cost $187.26 Unrealized
GUGGENHEIM ACTIVE ALLOC FD 0.1%
Value ($000) $179 Shares 12,011 Est. Cost $15.40 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $176 Shares 3,024 Est. Cost $53.97 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $176 Shares 3,250 Est. Cost $53.01 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $163 Shares 788 Est. Cost $203.06 Unrealized
ILCV ISHARES TR 0.1%
Value ($000) $162 Shares 2,000 Est. Cost $70.62 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $159 Shares 1,380 Est. Cost $108.25 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $158 Shares 1,761 Est. Cost $82.21 Unrealized
KCE SPDR SER TR 0.0%
Value ($000) $151 Shares 1,097 Est. Cost $102.81 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $151 Shares 3,900 Est. Cost $33.50 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $148 Shares 635 Est. Cost $208.75 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $141 Shares 6,000 Est. Cost $21.70 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $139 Shares 905 Est. Cost $140.82 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $133 Shares 1,002 Est. Cost $136.03 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $132 Shares 1,849 Est. Cost $60.50 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $127 Shares 2,500 Est. Cost $51.06 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $125 Shares 7,493 Est. Cost $16.18 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $110 Shares 12,349 Est. Cost $8.22 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $101 Shares 1,100 Est. Cost $91.39 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $98 Shares 1,300 Est. Cost $64.45 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $95 Shares 1,450 Est. Cost $66.48 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $93 Shares 1,425 Est. Cost $108.99 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $90 Shares 1,000 Est. Cost $67.82 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $87 Shares 1,500 Est. Cost $106.77 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $86 Shares 1,000 Est. Cost $83.84 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $85 Shares 1,130 Est. Cost $79.62 Unrealized
SPEU SPDR INDEX SHS FDS 0.0%
Value ($000) $85 Shares 2,140 Est. Cost $40.32 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $85 Shares 2,850 Est. Cost $29.78 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $85 Shares 1,101 Est. Cost $57.84 Unrealized
EIRL ISHARES TR 0.0%
Value ($000) $81 Shares 1,380 Est. Cost $61.21 Unrealized
CSHI NEOS ETF TRUST 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $49.87 Unrealized
KIE SPDR SER TR 0.0%
Value ($000) $70 Shares 1,230 Est. Cost $56.52 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $68 Shares 1,417 Est. Cost $42.41 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $68 Shares 1,350 Est. Cost $41.84 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $67 Shares 3,200 Est. Cost $21.15 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $66 Shares 690 Est. Cost $79.93 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $66 Shares 1,330 Est. Cost $44.30 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $59 Shares 445 Est. Cost $124.97 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $57 Shares 933 Est. Cost $57.43 Unrealized
PIE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $48 Shares 2,500 Est. Cost $19.69 Unrealized
BRCC BRC INC 0.0%
Value ($000) $48 Shares 15,030 Est. Cost $3.44 Unrealized -9.2%
RIGS ALPS ETF TR 0.0%
Value ($000) $47 Shares 2,052 Est. Cost $23.16 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $47 Shares 12,000 Est. Cost $4.10 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $45 Shares 400 Est. Cost $101.99 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $39 Shares 220 Est. Cost $179.30 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $39 Shares 750 Est. Cost $43.20 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $36 Shares 407 Est. Cost $98.81 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $35 Shares 600 Est. Cost $52.64 Unrealized
GCOW PACER FDS TR 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $34.27 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 400 Est. Cost $76.71 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $29 Shares 275 Est. Cost $109.04 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $28 Shares 463 Est. Cost $60.56 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $17.34 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $27 Shares 401 Est. Cost $66.25 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $26 Shares 500 Est. Cost $50.58 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $26 Shares 237 Est. Cost $102.86 Unrealized
MOOLEC SCIENCE SA 0.0%
Value ($000) $20 Shares 25,000 Est. Cost $0.80 Unrealized
PSCE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $19 Shares 400 Est. Cost $52.05 Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $19 Shares 300 Est. Cost $55.34 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $19 Shares 250 Est. Cost $63.12 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $17 Shares 200 Est. Cost $83.49 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $17 Shares 400 Est. Cost $44.55 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $17 Shares 219 Est. Cost $72.15 Unrealized
RDOG ALPS ETF TR 0.0%
Value ($000) $15 Shares 400 Est. Cost $38.65 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $15 Shares 216 Est. Cost $58.82 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $13 Shares 350 Est. Cost $39.19 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $12 Shares 300 Est. Cost $50.94 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $12 Shares 50 Est. Cost $213.34 Unrealized
PSK SPDR SER TR 0.0%
Value ($000) $11 Shares 338 Est. Cost $33.52 Unrealized
ISCV ISHARES TR 0.0%
Value ($000) $11 Shares 175 Est. Cost $59.21 Unrealized
SLX VANECK ETF TRUST 0.0%
Value ($000) $11 Shares 185 Est. Cost $73.76 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $10 Shares 200 Est. Cost $46.57 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $8 Shares 212 Est. Cost $37.40 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $8 Shares 42 Est. Cost $201.31 Unrealized 0.0%
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $7 Shares 290 Est. Cost $25.37 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $7 Shares 207 Est. Cost $35.48 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $7 Shares 114 Est. Cost $58.73 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 375 Est. Cost $15.86 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 10 Est. Cost $436.80 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 93 Est. Cost $51.00 Unrealized
MOTI VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.14 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $4 Shares 15 Est. Cost $223.40 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 40 Est. Cost $96.80 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 12 Est. Cost $237.79 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 40 Est. Cost $72.03 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $2 Shares 17 Est. Cost $107.71 Unrealized