Sage Mountain Advisors LLC Diversified Active

CIK: 0001832274 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $1,368,562 (100.0% shares, 0.0% debt)

Holdings (473)

JAAA JANUS DETROIT STR TR 15.0%
Value ($000) $205,613 Shares 4,054,689 Est. Cost $50.20 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 10.1%
Value ($000) $137,686 Shares 2,404,155 Est. Cost $46.33 Unrealized
VTI VANGUARD INDEX FDS 8.0%
Value ($000) $109,432 Shares 377,598 Est. Cost $217.28 Unrealized
QUAL ISHARES TR 7.7%
Value ($000) $104,736 Shares 588,141 Est. Cost $127.78 Unrealized
VOO VANGUARD INDEX FDS 3.4%
Value ($000) $46,400 Shares 86,115 Est. Cost $348.85 Unrealized
IQLT ISHARES TR 3.2%
Value ($000) $44,221 Shares 1,191,301 Est. Cost $36.61 Unrealized
GBDC GOLUB CAP BDC INC 2.8%
Value ($000) $38,043 Shares 2,509,449 Est. Cost $10.65 Unrealized +26.0%
AAPL APPLE INC 2.3%
Value ($000) $31,882 Shares 127,313 Est. Cost $158.98 Unrealized +47.5%
QUS SPDR SER TR 2.2%
Value ($000) $29,646 Shares 191,451 Est. Cost $104.47 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $25,166 Shares 59,706 Est. Cost $301.44 Unrealized +40.1%
VEA VANGUARD TAX-MANAGED FDS 1.6%
Value ($000) $21,963 Shares 459,276 Est. Cost $48.20 Unrealized
AVGO BROADCOM INC 1.3%
Value ($000) $18,101 Shares 78,076 Est. Cost $150.66 Unrealized +21.4%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $17,939 Shares 133,584 Est. Cost $102.25 Unrealized +34.8%
CPRT COPART INC 1.2%
Value ($000) $16,425 Shares 286,201 Est. Cost $39.23 Unrealized +45.2%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $15,163 Shares 25,872 Est. Cost $495.10 Unrealized
HYD VANECK ETF TRUST 1.0%
Value ($000) $13,863 Shares 267,056 Est. Cost $51.89 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $13,013 Shares 59,312 Est. Cost $138.16 Unrealized +48.1%
VXUS VANGUARD STAR FDS 0.9%
Value ($000) $12,796 Shares 217,133 Est. Cost $51.19 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $12,722 Shares 219,343 Est. Cost $58.07 Unrealized
JMBS JANUS DETROIT STR TR 0.9%
Value ($000) $12,583 Shares 284,818 Est. Cost $44.18 Unrealized
VGT VANGUARD WORLD FD 0.9%
Value ($000) $11,955 Shares 19,227 Est. Cost $385.47 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $11,652 Shares 48,611 Est. Cost $135.71 Unrealized +68.0%
VB VANGUARD INDEX FDS 0.8%
Value ($000) $11,036 Shares 45,932 Est. Cost $196.19 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $10,224 Shares 25,317 Est. Cost $211.24 Unrealized +52.3%
META META PLATFORMS INC 0.7%
Value ($000) $10,007 Shares 17,091 Est. Cost $391.32 Unrealized +49.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $9,745 Shares 145,389 Est. Cost $44.98 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $8,621 Shares 45,541 Est. Cost $121.78 Unrealized +43.0%
BAC BANK AMERICA CORP 0.6%
Value ($000) $7,908 Shares 179,926 Est. Cost $30.86 Unrealized +38.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $7,429 Shares 16,390 Est. Cost $298.60 Unrealized +54.6%
GOOG ALPHABET INC 0.5%
Value ($000) $7,272 Shares 38,183 Est. Cost $125.58 Unrealized +39.9%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $7,151 Shares 13,987 Est. Cost $463.32 Unrealized
FTNT FORTINET INC 0.5%
Value ($000) $6,467 Shares 68,448 Est. Cost $56.97 Unrealized +56.1%
IWB ISHARES TR 0.4%
Value ($000) $6,103 Shares 18,945 Est. Cost $216.88 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $5,791 Shares 249,841 Est. Cost $42.99 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $5,573 Shares 95,781 Est. Cost $59.43 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $5,447 Shares 8 Est. Cost $358169.75 Unrealized +93.4%
XLG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $5,314 Shares 106,366 Est. Cost $63.56 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $5,214 Shares 19,740 Est. Cost $244.50 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $4,610 Shares 40,009 Est. Cost $100.50 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $4,457 Shares 10,858 Est. Cost $253.35 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $4,420 Shares 41,092 Est. Cost $89.06 Unrealized +26.2%
HD HOME DEPOT INC 0.3%
Value ($000) $4,419 Shares 11,359 Est. Cost $324.34 Unrealized +22.5%
V VISA INC 0.3%
Value ($000) $4,228 Shares 13,378 Est. Cost $223.73 Unrealized +33.3%
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $4,212 Shares 40,772 Est. Cost $72.72 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $4,195 Shares 5,434 Est. Cost $419.38 Unrealized +95.8%
PINNACLE FINL PARTNERS INC 0.3%
Value ($000) $4,141 Shares 36,198 Est. Cost $55.16 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $4,106 Shares 10,224 Est. Cost $247.43 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $3,875 Shares 42,377 Est. Cost $91.42 Unrealized
QEFA SPDR INDEX SHS FDS 0.3%
Value ($000) $3,825 Shares 52,750 Est. Cost $69.18 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $3,541 Shares 46,835 Est. Cost $72.89 Unrealized
UYLD ANGEL OAK FUNDS TRUST 0.3%
Value ($000) $3,454 Shares 67,645 Est. Cost $50.82 Unrealized
KBDC KAYNE ANDERSON BDC INC 0.2%
Value ($000) $3,359 Shares 203,066 Est. Cost $14.17 Unrealized 0.0%
ITOT ISHARES TR 0.2%
Value ($000) $3,346 Shares 26,015 Est. Cost $89.07 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $3,323 Shares 5,645 Est. Cost $467.19 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,311 Shares 6,546 Est. Cost $465.92 Unrealized +18.7%
LGLV SPDR SER TR 0.2%
Value ($000) $3,132 Shares 18,958 Est. Cost $142.98 Unrealized
WMT WALMART INC 0.2%
Value ($000) $3,093 Shares 34,239 Est. Cost $57.03 Unrealized +50.4%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $3,079 Shares 18,189 Est. Cost $140.19 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,979 Shares 51,887 Est. Cost $53.88 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,719 Shares 27,329 Est. Cost $92.06 Unrealized +7.2%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,690 Shares 5,109 Est. Cost $394.16 Unrealized +30.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,666 Shares 15,903 Est. Cost $138.63 Unrealized +19.5%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,607 Shares 2,845 Est. Cost $573.57 Unrealized +60.9%
NFLX NETFLIX INC 0.2%
Value ($000) $2,556 Shares 2,868 Est. Cost $48.53 Unrealized +69.6%
ABBV ABBVIE INC 0.2%
Value ($000) $2,459 Shares 13,838 Est. Cost $133.04 Unrealized +33.3%
JBBB JANUS DETROIT STR TR 0.2%
Value ($000) $2,399 Shares 48,809 Est. Cost $48.31 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,398 Shares 86,044 Est. Cost $41.36 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $2,317 Shares 39,134 Est. Cost $44.31 Unrealized +25.0%
ORCL ORACLE CORP 0.2%
Value ($000) $2,285 Shares 13,713 Est. Cost $110.98 Unrealized +58.4%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $2,250 Shares 11,351 Est. Cost $172.76 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,232 Shares 64,523 Est. Cost $31.27 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $2,228 Shares 6,334 Est. Cost $312.59 Unrealized +13.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,106 Shares 14,564 Est. Cost $145.94 Unrealized +2.5%
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,073 Shares 25,517 Est. Cost $70.83 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,914 Shares 15,180 Est. Cost $149.16 Unrealized -18.0%
REFI CHICAGO ATLANTIC REAL ESTATE 0.1%
Value ($000) $1,896 Shares 122,932 Est. Cost $14.98 Unrealized
TBIL RBB FD INC 0.1%
Value ($000) $1,810 Shares 36,304 Est. Cost $50.03 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1,801 Shares 5,426 Est. Cost $221.77 Unrealized +56.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,721 Shares 11,883 Est. Cost $132.76 Unrealized +9.6%
ABT ABBOTT LABS 0.1%
Value ($000) $1,686 Shares 14,902 Est. Cost $105.44 Unrealized +7.5%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $1,674 Shares 49,050 Est. Cost $34.99 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $1,618 Shares 32,683 Est. Cost $43.93 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,608 Shares 5,740 Est. Cost $240.53 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $1,602 Shares 18,047 Est. Cost $75.93 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1,546 Shares 4,624 Est. Cost $213.55 Unrealized +48.3%
NOW SERVICENOW INC 0.1%
Value ($000) $1,427 Shares 1,346 Est. Cost $107.47 Unrealized +88.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,423 Shares 6,471 Est. Cost $151.41 Unrealized +42.9%
BLK BLACKROCK INC 0.1%
Value ($000) $1,412 Shares 1,377 Est. Cost $991.05 Unrealized 0.0%
SMMV ISHARES TR 0.1%
Value ($000) $1,371 Shares 33,080 Est. Cost $35.69 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,327 Shares 21,321 Est. Cost $54.18 Unrealized +16.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,307 Shares 4,403 Est. Cost $196.96 Unrealized +44.0%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $1,303 Shares 30,826 Est. Cost $29.52 Unrealized +45.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,302 Shares 4,490 Est. Cost $251.38 Unrealized +15.5%
SDY SPDR SER TR 0.1%
Value ($000) $1,302 Shares 9,853 Est. Cost $117.69 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $1,290 Shares 13,313 Est. Cost $98.47 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,289 Shares 18,351 Est. Cost $48.94 Unrealized +36.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,285 Shares 6,851 Est. Cost $169.71 Unrealized +13.8%
BX BLACKSTONE INC 0.1%
Value ($000) $1,282 Shares 7,433 Est. Cost $92.72 Unrealized +82.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,258 Shares 2,419 Est. Cost $556.49 Unrealized -1.6%
PEP PEPSICO INC 0.1%
Value ($000) $1,227 Shares 8,070 Est. Cost $150.59 Unrealized +4.0%
INTF ISHARES TR 0.1%
Value ($000) $1,201 Shares 41,814 Est. Cost $21.16 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,196 Shares 3,482 Est. Cost $248.49 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,189 Shares 2,088 Est. Cost $569.63 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,175 Shares 5,203 Est. Cost $180.77 Unrealized +12.6%
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,157 Shares 4,779 Est. Cost $247.19 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,127 Shares 4,565 Est. Cost $207.26 Unrealized +26.2%
AMGN AMGEN INC 0.1%
Value ($000) $1,111 Shares 4,262 Est. Cost $244.12 Unrealized +17.2%
LIN LINDE PLC 0.1%
Value ($000) $1,089 Shares 2,602 Est. Cost $362.33 Unrealized +23.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,076 Shares 1,879 Est. Cost $354.27 Unrealized +53.8%
IWV ISHARES TR 0.1%
Value ($000) $1,021 Shares 3,053 Est. Cost $259.31 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $1,016 Shares 10,009 Est. Cost $79.25 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,006 Shares 17,038 Est. Cost $45.78 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $998 Shares 28,712 Est. Cost $30.65 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $991 Shares 8,223 Est. Cost $84.60 Unrealized +45.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $982 Shares 4,972 Est. Cost $183.35 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $979 Shares 2,202 Est. Cost $383.39 Unrealized +29.1%
UNP UNION PAC CORP 0.1%
Value ($000) $979 Shares 4,292 Est. Cost $211.48 Unrealized +8.9%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $978 Shares 16,165 Est. Cost $37.86 Unrealized +54.1%
CARY ANGEL OAK FUNDS TRUST 0.1%
Value ($000) $977 Shares 47,461 Est. Cost $21.19 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $976 Shares 1,869 Est. Cost $299.90 Unrealized +73.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $971 Shares 25,881 Est. Cost $38.44 Unrealized +4.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $966 Shares 13,473 Est. Cost $67.42 Unrealized +11.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $954 Shares 2,631 Est. Cost $263.64 Unrealized +44.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $953 Shares 9,605 Est. Cost $93.77 Unrealized +9.1%
OKE ONEOK INC NEW 0.1%
Value ($000) $951 Shares 9,476 Est. Cost $61.64 Unrealized +57.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $941 Shares 7,794 Est. Cost $105.93 Unrealized +35.8%
TJX TJX COS INC NEW 0.1%
Value ($000) $937 Shares 7,760 Est. Cost $89.58 Unrealized +31.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $930 Shares 187 Est. Cost $3063.88 Unrealized +55.5%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $909 Shares 822 Est. Cost $405.98 Unrealized 0.0%
ABNB AIRBNB INC 0.1%
Value ($000) $906 Shares 6,892 Est. Cost $119.03 Unrealized +13.2%
IWM ISHARES TR 0.1%
Value ($000) $895 Shares 4,052 Est. Cost $198.22 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $892 Shares 7,710 Est. Cost $95.20 Unrealized +24.2%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $887 Shares 1,781 Est. Cost $402.95 Unrealized +24.9%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $887 Shares 4,527 Est. Cost $188.62 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $886 Shares 12,651 Est. Cost $62.40 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $872 Shares 7,245 Est. Cost $94.72 Unrealized +27.3%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $871 Shares 4,583 Est. Cost $175.04 Unrealized
T AT&T INC 0.1%
Value ($000) $861 Shares 37,813 Est. Cost $16.57 Unrealized +29.8%
WMB WILLIAMS COS INC 0.1%
Value ($000) $860 Shares 15,899 Est. Cost $37.26 Unrealized +38.8%
MS MORGAN STANLEY 0.1%
Value ($000) $860 Shares 6,841 Est. Cost $88.11 Unrealized +35.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $859 Shares 9,413 Est. Cost $93.00 Unrealized +1.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $838 Shares 5,453 Est. Cost $128.23 Unrealized +24.4%
AZO AUTOZONE INC 0.1%
Value ($000) $835 Shares 261 Est. Cost $2560.43 Unrealized +23.7%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $813 Shares 16,216 Est. Cost $50.96 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $813 Shares 6,411 Est. Cost $111.43 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $808 Shares 4,842 Est. Cost $96.82 Unrealized +83.0%
INTU INTUIT 0.1%
Value ($000) $806 Shares 1,282 Est. Cost $490.73 Unrealized +29.3%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $792 Shares 10,467 Est. Cost $58.25 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $786 Shares 7,059 Est. Cost $98.82 Unrealized +4.8%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $773 Shares 3,225 Est. Cost $170.92 Unrealized +35.7%
SPMD SPDR SER TR 0.1%
Value ($000) $772 Shares 14,116 Est. Cost $47.16 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $771 Shares 3,042 Est. Cost $238.91 Unrealized +7.7%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $769 Shares 1,444 Est. Cost $358.78 Unrealized +46.7%
MCK MCKESSON CORP 0.1%
Value ($000) $766 Shares 1,345 Est. Cost $479.30 Unrealized +16.3%
DE DEERE & CO 0.1%
Value ($000) $752 Shares 1,775 Est. Cost $389.89 Unrealized +6.2%
C CITIGROUP INC 0.1%
Value ($000) $751 Shares 10,674 Est. Cost $57.89 Unrealized +12.9%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $748 Shares 10,770 Est. Cost $66.53 Unrealized +4.2%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $735 Shares 3,461 Est. Cost $170.59 Unrealized +27.7%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $732 Shares 6,234 Est. Cost $110.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $720 Shares 1,483 Est. Cost $447.90 Unrealized +17.7%
TMUS T-MOBILE US INC 0.1%
Value ($000) $716 Shares 3,242 Est. Cost $161.96 Unrealized +37.9%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $704 Shares 3,871 Est. Cost $160.88 Unrealized +17.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $685 Shares 4,214 Est. Cost $142.26 Unrealized +26.0%
CB CHUBB LIMITED 0.0%
Value ($000) $682 Shares 2,467 Est. Cost $227.01 Unrealized +23.9%
PAVE GLOBAL X FDS 0.0%
Value ($000) $679 Shares 16,793 Est. Cost $25.40 Unrealized
GNR SPDR INDEX SHS FDS 0.0%
Value ($000) $666 Shares 13,394 Est. Cost $56.65 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $666 Shares 15,268 Est. Cost $39.21 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $665 Shares 9,204 Est. Cost $74.98 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $664 Shares 2,892 Est. Cost $239.26 Unrealized +2.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $663 Shares 7,417 Est. Cost $63.30 Unrealized +39.1%
TGT TARGET CORP 0.0%
Value ($000) $647 Shares 4,785 Est. Cost $133.76 Unrealized +2.2%
XVV ISHARES TR 0.0%
Value ($000) $637 Shares 14,073 Est. Cost $44.28 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $628 Shares 2,170 Est. Cost $300.91 Unrealized 0.0%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $626 Shares 2,321 Est. Cost $224.02 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $609 Shares 36,650 Est. Cost $14.09 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $608 Shares 4,960 Est. Cost $119.45 Unrealized +3.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $608 Shares 1,688 Est. Cost $274.43 Unrealized +33.5%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $608 Shares 2,887 Est. Cost $192.11 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $605 Shares 1,290 Est. Cost $445.00 Unrealized +10.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $596 Shares 14,901 Est. Cost $35.08 Unrealized +12.3%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $594 Shares 3,452 Est. Cost $127.60 Unrealized +29.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $589 Shares 497 Est. Cost $61.13 Unrealized +31.9%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $584 Shares 7,400 Est. Cost $67.59 Unrealized +17.3%
IJS ISHARES TR 0.0%
Value ($000) $580 Shares 5,344 Est. Cost $101.23 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $578 Shares 9,588 Est. Cost $61.25 Unrealized -1.6%
AON AON PLC 0.0%
Value ($000) $575 Shares 1,602 Est. Cost $308.90 Unrealized +18.2%
EFAV ISHARES TR 0.0%
Value ($000) $573 Shares 8,109 Est. Cost $70.12 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $570 Shares 2,986 Est. Cost $187.70 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $565 Shares 6,112 Est. Cost $75.27 Unrealized +15.6%
GLDM WORLD GOLD TR 0.0%
Value ($000) $563 Shares 10,830 Est. Cost $46.09 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $555 Shares 2,614 Est. Cost $195.49 Unrealized +10.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $552 Shares 7,454 Est. Cost $61.86 Unrealized +19.3%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $550 Shares 7,552 Est. Cost $60.21 Unrealized +21.7%
SAP SAP SE 0.0%
Value ($000) $547 Shares 2,221 Est. Cost $137.13 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $546 Shares 20,587 Est. Cost $31.17 Unrealized -19.4%
BA BOEING CO 0.0%
Value ($000) $546 Shares 3,083 Est. Cost $182.34 Unrealized -13.9%
SHEL SHELL PLC 0.0%
Value ($000) $542 Shares 8,648 Est. Cost $61.86 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $539 Shares 8,499 Est. Cost $65.50 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $539 Shares 1,639 Est. Cost $165.73 Unrealized +88.2%
EQIX EQUINIX INC 0.0%
Value ($000) $534 Shares 567 Est. Cost $727.69 Unrealized +23.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $526 Shares 1,305 Est. Cost $387.27 Unrealized +19.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $522 Shares 2,225 Est. Cost $221.53 Unrealized +12.2%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $522 Shares 1,414 Est. Cost $294.10 Unrealized +33.8%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $521 Shares 6,082 Est. Cost $67.97 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $518 Shares 28,000 Est. Cost $27.09 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $516 Shares 6,135 Est. Cost $84.34 Unrealized +20.1%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $510 Shares 4,617 Est. Cost $102.84 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $509 Shares 9,563 Est. Cost $41.07 Unrealized +26.0%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $509 Shares 1,754 Est. Cost $269.54 Unrealized +12.8%
GLD SPDR GOLD TR 0.0%
Value ($000) $509 Shares 2,101 Est. Cost $217.98 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $504 Shares 5,452 Est. Cost $50.20 Unrealized
AYI ACUITY BRANDS INC 0.0%
Value ($000) $502 Shares 1,717 Est. Cost $311.23 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $495 Shares 5,759 Est. Cost $125.95 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $490 Shares 3,886 Est. Cost $81.73 Unrealized +57.5%
FISV FISERV INC 0.0%
Value ($000) $489 Shares 2,382 Est. Cost $117.74 Unrealized +73.4%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $488 Shares 18,723 Est. Cost $42.21 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $485 Shares 9,280 Est. Cost $40.88 Unrealized +19.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $480 Shares 1,412 Est. Cost $289.23 Unrealized +27.8%
IEMG ISHARES INC 0.0%
Value ($000) $474 Shares 9,069 Est. Cost $48.73 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $470 Shares 746 Est. Cost $446.84 Unrealized +49.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $465 Shares 4,402 Est. Cost $111.61 Unrealized -1.3%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $464 Shares 1,214 Est. Cost $318.00 Unrealized +2.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $462 Shares 2,397 Est. Cost $139.10 Unrealized +36.1%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $461 Shares 1,249 Est. Cost $472.96 Unrealized -13.5%
TFC TRUIST FINL CORP 0.0%
Value ($000) $459 Shares 10,584 Est. Cost $36.50 Unrealized +15.9%
AFL AFLAC INC 0.0%
Value ($000) $456 Shares 4,406 Est. Cost $83.08 Unrealized +28.1%
SPYV SPDR SER TR 0.0%
Value ($000) $453 Shares 8,853 Est. Cost $45.12 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $450 Shares 7,963 Est. Cost $46.59 Unrealized +12.9%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $449 Shares 5,503 Est. Cost $62.06 Unrealized
VTEI VANGUARD MUN BD FDS 0.0%
Value ($000) $448 Shares 4,510 Est. Cost $99.40 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $445 Shares 5,875 Est. Cost $60.54 Unrealized +15.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $440 Shares 1,967 Est. Cost $167.48 Unrealized +47.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $440 Shares 3,550 Est. Cost $102.13 Unrealized +16.5%
CI THE CIGNA GROUP 0.0%
Value ($000) $439 Shares 1,589 Est. Cost $290.58 Unrealized +7.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $428 Shares 2,221 Est. Cost $143.31 Unrealized +32.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $427 Shares 1,458 Est. Cost $207.39 Unrealized +38.8%
IWD ISHARES TR 0.0%
Value ($000) $426 Shares 2,303 Est. Cost $153.26 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $422 Shares 4,722 Est. Cost $88.46 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $421 Shares 4,788 Est. Cost $72.67 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $420 Shares 1,819 Est. Cost $144.12 Unrealized +51.4%
HEZU ISHARES TR 0.0%
Value ($000) $417 Shares 11,639 Est. Cost $35.60 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $407 Shares 5,300 Est. Cost $47.13 Unrealized +60.2%
ASML ASML HOLDING N V 0.0%
Value ($000) $407 Shares 587 Est. Cost $806.29 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $404 Shares 319 Est. Cost $797.88 Unrealized +54.1%
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $404 Shares 16,612 Est. Cost $21.17 Unrealized
NKE NIKE INC 0.0%
Value ($000) $398 Shares 5,261 Est. Cost $94.60 Unrealized -19.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $396 Shares 2,231 Est. Cost $154.01 Unrealized +11.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $391 Shares 2,133 Est. Cost $190.23 Unrealized +4.3%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $387 Shares 14,140 Est. Cost $18.55 Unrealized +34.1%
EVRG EVERGY INC 0.0%
Value ($000) $385 Shares 6,251 Est. Cost $59.13 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $385 Shares 5,045 Est. Cost $30.52 Unrealized +10.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $383 Shares 2,926 Est. Cost $117.84 Unrealized +10.4%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $380 Shares 10,652 Est. Cost $35.65 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $377 Shares 1,080 Est. Cost $266.10 Unrealized +29.1%
MSCI MSCI INC 0.0%
Value ($000) $370 Shares 617 Est. Cost $503.75 Unrealized +17.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $370 Shares 4,335 Est. Cost $70.98 Unrealized +18.2%
IEFA ISHARES TR 0.0%
Value ($000) $367 Shares 5,228 Est. Cost $68.77 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $364 Shares 1,211 Est. Cost $240.87 Unrealized +20.7%
ECL ECOLAB INC 0.0%
Value ($000) $360 Shares 1,537 Est. Cost $185.07 Unrealized +32.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $359 Shares 9,422 Est. Cost $43.93 Unrealized +0.3%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $355 Shares 558 Est. Cost $363.35 Unrealized +80.3%
PAYO PAYONEER GLOBAL INC 0.0%
Value ($000) $348 Shares 34,658 Est. Cost $9.56 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $348 Shares 1,406 Est. Cost $156.32 Unrealized +56.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $347 Shares 6,601 Est. Cost $50.42 Unrealized +5.1%
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $340 Shares 3,226 Est. Cost $84.53 Unrealized
CSX CSX CORP 0.0%
Value ($000) $338 Shares 10,466 Est. Cost $31.80 Unrealized +5.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $337 Shares 2,261 Est. Cost $114.37 Unrealized +36.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $336 Shares 319 Est. Cost $815.51 Unrealized +36.8%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $334 Shares 3,754 Est. Cost $88.91 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $334 Shares 723 Est. Cost $332.05 Unrealized +41.1%
GRMN GARMIN LTD 0.0%
Value ($000) $334 Shares 1,619 Est. Cost $161.16 Unrealized +19.4%
FDX FEDEX CORP 0.0%
Value ($000) $332 Shares 1,182 Est. Cost $248.40 Unrealized +9.4%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $332 Shares 1,935 Est. Cost $179.61 Unrealized +0.6%
UBS UBS GROUP AG 0.0%
Value ($000) $332 Shares 10,935 Est. Cost $27.52 Unrealized +15.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $330 Shares 8,600 Est. Cost $47.91 Unrealized -15.5%
PSQH PSQ HOLDINGS INC 0.0%
Value ($000) $329 Shares 72,376 Est. Cost $11.87 Unrealized -73.5%
KVUE KENVUE INC 0.0%
Value ($000) $329 Shares 15,388 Est. Cost $20.45 Unrealized +6.0%
HSCZ ISHARES TR 0.0%
Value ($000) $324 Shares 10,137 Est. Cost $29.30 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $319 Shares 2,292 Est. Cost $124.46 Unrealized +11.4%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $319 Shares 6,750 Est. Cost $43.69 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $318 Shares 6,216 Est. Cost $44.47 Unrealized
AME AMETEK INC 0.0%
Value ($000) $318 Shares 1,764 Est. Cost $167.57 Unrealized +7.9%
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $318 Shares 13,563 Est. Cost $24.04 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $315 Shares 2,249 Est. Cost $107.35 Unrealized +27.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $310 Shares 2,570 Est. Cost $115.90 Unrealized +2.2%
ZTS ZOETIS INC 0.0%
Value ($000) $310 Shares 1,900 Est. Cost $166.40 Unrealized +6.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $309 Shares 2,424 Est. Cost $111.63 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $309 Shares 636 Est. Cost $527.08 Unrealized -0.8%
CME CME GROUP INC 0.0%
Value ($000) $308 Shares 1,328 Est. Cost $219.66 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $307 Shares 5,790 Est. Cost $53.05 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $306 Shares 1,035 Est. Cost $216.74 Unrealized +36.3%
SO SOUTHERN CO 0.0%
Value ($000) $303 Shares 3,684 Est. Cost $64.77 Unrealized +30.5%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $303 Shares 12,189 Est. Cost $25.83 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $302 Shares 424 Est. Cost $854.32 Unrealized -2.3%
SF STIFEL FINL CORP 0.0%
Value ($000) $301 Shares 2,842 Est. Cost $83.55 Unrealized +25.7%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $301 Shares 4,982 Est. Cost $70.91 Unrealized +0.7%
INTC INTEL CORP 0.0%
Value ($000) $300 Shares 14,970 Est. Cost $31.82 Unrealized -29.2%
IXUS ISHARES TR 0.0%
Value ($000) $299 Shares 4,514 Est. Cost $57.88 Unrealized
MMM 3M CO 0.0%
Value ($000) $290 Shares 2,248 Est. Cost $85.88 Unrealized +49.5%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $287 Shares 19,809 Est. Cost $13.49 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $287 Shares 606 Est. Cost $393.01 Unrealized +20.4%
KR KROGER CO 0.0%
Value ($000) $286 Shares 4,674 Est. Cost $57.34 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $284 Shares 4,331 Est. Cost $69.80 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $283 Shares 905 Est. Cost $280.77 Unrealized +7.7%
PSX PHILLIPS 66 0.0%
Value ($000) $283 Shares 2,480 Est. Cost $113.81 Unrealized +7.2%
LEN LENNAR CORP 0.0%
Value ($000) $281 Shares 2,062 Est. Cost $106.76 Unrealized +49.6%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $280 Shares 1,597 Est. Cost $160.87 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $280 Shares 1,387 Est. Cost $159.90 Unrealized +32.0%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $279 Shares 2,628 Est. Cost $87.40 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $279 Shares 3,449 Est. Cost $76.62 Unrealized +9.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $278 Shares 4,360 Est. Cost $65.64 Unrealized -2.4%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $276 Shares 6,258 Est. Cost $43.30 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $275 Shares 4,674 Est. Cost $55.96 Unrealized +8.4%
CBRE CBRE GROUP INC 0.0%
Value ($000) $275 Shares 2,094 Est. Cost $110.88 Unrealized +18.1%
NVS NOVARTIS AG 0.0%
Value ($000) $274 Shares 2,815 Est. Cost $94.82 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $273 Shares 12,484 Est. Cost $17.14 Unrealized +13.0%
EFV ISHARES TR 0.0%
Value ($000) $273 Shares 5,199 Est. Cost $51.26 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $272 Shares 3,780 Est. Cost $33.06 Unrealized +15.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $271 Shares 3,973 Est. Cost $61.53 Unrealized +20.9%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $270 Shares 950 Est. Cost $280.38 Unrealized +2.7%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $269 Shares 897 Est. Cost $323.91 Unrealized +6.9%
ROST ROSS STORES INC 0.0%
Value ($000) $269 Shares 1,777 Est. Cost $137.51 Unrealized +5.5%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $268 Shares 1,995 Est. Cost $135.69 Unrealized +0.2%
STT STATE STR CORP 0.0%
Value ($000) $267 Shares 2,721 Est. Cost $91.24 Unrealized 0.0%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $267 Shares 5,314 Est. Cost $41.32 Unrealized +22.1%
SYY SYSCO CORP 0.0%
Value ($000) $265 Shares 3,469 Est. Cost $73.94 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $264 Shares 6,440 Est. Cost $39.41 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $262 Shares 1,415 Est. Cost $174.50 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $259 Shares 6,202 Est. Cost $47.30 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $258 Shares 2,478 Est. Cost $103.86 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $257 Shares 2,055 Est. Cost $99.09 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $255 Shares 3,247 Est. Cost $77.14 Unrealized
VOTE TCW ETF TRUST 0.0%
Value ($000) $254 Shares 3,691 Est. Cost $68.78 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $253 Shares 612 Est. Cost $478.43 Unrealized -8.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $249 Shares 4,630 Est. Cost $47.23 Unrealized +14.4%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $242 Shares 2,048 Est. Cost $104.07 Unrealized +10.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $241 Shares 2,849 Est. Cost $85.29 Unrealized 0.0%
RELX RELX PLC 0.0%
Value ($000) $240 Shares 5,292 Est. Cost $45.86 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $238 Shares 1,704 Est. Cost $140.01 Unrealized +6.3%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $237 Shares 692 Est. Cost $332.51 Unrealized 0.0%
BXP BXP INC 0.0%
Value ($000) $237 Shares 3,185 Est. Cost $66.88 Unrealized +14.0%
NI NISOURCE INC 0.0%
Value ($000) $236 Shares 6,424 Est. Cost $30.72 Unrealized +13.4%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $235 Shares 1,632 Est. Cost $142.02 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $235 Shares 2,864 Est. Cost $72.97 Unrealized +10.5%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $233 Shares 191 Est. Cost $1284.97 Unrealized +1.5%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $233 Shares 9,908 Est. Cost $20.60 Unrealized +14.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $232 Shares 965 Est. Cost $244.86 Unrealized 0.0%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $231 Shares 2,380 Est. Cost $80.13 Unrealized +29.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $231 Shares 3,557 Est. Cost $60.06 Unrealized 0.0%
ADVISOR MANAGED PORTFOLIOS 0.0%
Value ($000) $230 Shares 5,518 Est. Cost $39.70 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $225 Shares 1,458 Est. Cost $144.67 Unrealized +3.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $224 Shares 804 Est. Cost $271.56 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $220 Shares 5,900 Est. Cost $48.40 Unrealized -7.8%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $219 Shares 1,844 Est. Cost $100.16 Unrealized +16.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $215 Shares 1,021 Est. Cost $210.77 Unrealized +11.3%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $215 Shares 3,383 Est. Cost $59.23 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $214 Shares 1,202 Est. Cost $131.88 Unrealized +29.4%
CMS CMS ENERGY CORP 0.0%
Value ($000) $214 Shares 3,216 Est. Cost $63.02 Unrealized +5.5%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $214 Shares 2,953 Est. Cost $80.49 Unrealized -5.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $212 Shares 4,388 Est. Cost $31.75 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value ($000) $211 Shares 2,774 Est. Cost $75.19 Unrealized +1.2%
SUB ISHARES TR 0.0%
Value ($000) $211 Shares 2,000 Est. Cost $107.94 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $210 Shares 1,909 Est. Cost $111.55 Unrealized -1.4%
IUSG ISHARES TR 0.0%
Value ($000) $208 Shares 1,495 Est. Cost $95.38 Unrealized
CORZ CORE SCIENTIFIC INC NEW 0.0%
Value ($000) $208 Shares 14,811 Est. Cost $14.77 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $208 Shares 790 Est. Cost $264.40 Unrealized +6.6%
UNILEVER PLC 0.0%
Value ($000) $207 Shares 3,643 Est. Cost $51.77 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $206 Shares 1,249 Est. Cost $156.00 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $205 Shares 1,435 Est. Cost $146.90 Unrealized -0.1%
CNC CENTENE CORP DEL 0.0%
Value ($000) $205 Shares 3,379 Est. Cost $62.36 Unrealized 0.0%
PWR QUANTA SVCS INC 0.0%
Value ($000) $204 Shares 645 Est. Cost $321.23 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $204 Shares 4,118 Est. Cost $49.46 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $203 Shares 2,274 Est. Cost $76.79 Unrealized +12.7%
SPYM SPDR SER TR 0.0%
Value ($000) $201 Shares 2,918 Est. Cost $62.25 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $201 Shares 2,373 Est. Cost $84.97 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $200 Shares 3,387 Est. Cost $58.37 Unrealized 0.0%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $200 Shares 3,040 Est. Cost $65.81 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $199 Shares 3,086 Est. Cost $64.47 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $193 Shares 1,212 Est. Cost $85.60 Unrealized
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $186 Shares 106,564 Est. Cost $6.58 Unrealized -79.2%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $186 Shares 798 Est. Cost $154.63 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $179 Shares 10,995 Est. Cost $12.55 Unrealized +25.1%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $176 Shares 1,890 Est. Cost $77.05 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $168 Shares 17,298 Est. Cost $7.47 Unrealized
JBI JANUS INTERNATIONAL GROUP IN 0.0%
Value ($000) $163 Shares 22,210 Est. Cost $13.35 Unrealized -38.2%
BCS BARCLAYS PLC 0.0%
Value ($000) $158 Shares 11,899 Est. Cost $7.49 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $157 Shares 10,027 Est. Cost $15.67 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $157 Shares 2,728 Est. Cost $54.24 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $157 Shares 1,724 Est. Cost $82.92 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $156 Shares 1,616 Est. Cost $100.50 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $148 Shares 1,846 Est. Cost $85.84 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $145 Shares 3,205 Est. Cost $48.28 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $140 Shares 28,699 Est. Cost $2.92 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $134 Shares 2,300 Est. Cost $99.95 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $134 Shares 1,855 Est. Cost $71.98 Unrealized
FLEE FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $131 Shares 4,729 Est. Cost $25.46 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $127 Shares 1,634 Est. Cost $77.79 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $126 Shares 2,030 Est. Cost $105.59 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $126 Shares 2,077 Est. Cost $72.19 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $126 Shares 10,742 Est. Cost $7.19 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $118 Shares 3,329 Est. Cost $32.71 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $117 Shares 726 Est. Cost $145.43 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $116 Shares 709 Est. Cost $166.43 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $116 Shares 1,686 Est. Cost $63.86 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $113 Shares 4,364 Est. Cost $37.55 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $110 Shares 3,483 Est. Cost $31.55 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $109 Shares 10,000 Est. Cost $7.68 Unrealized +24.5%
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $109 Shares 420 Est. Cost $239.60 Unrealized
REET ISHARES TR 0.0%
Value ($000) $109 Shares 4,531 Est. Cost $25.72 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $107 Shares 11,236 Est. Cost $8.32 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $107 Shares 2,381 Est. Cost $42.40 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $100 Shares 4,425 Est. Cost $23.05 Unrealized
FLCA FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $100 Shares 2,735 Est. Cost $30.11 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $99 Shares 723 Est. Cost $136.44 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $99 Shares 1,011 Est. Cost $88.44 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $95 Shares 1,891 Est. Cost $50.46 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $86 Shares 1,657 Est. Cost $54.76 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $84 Shares 1,280 Est. Cost $72.80 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $83 Shares 371 Est. Cost $175.95 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $81 Shares 2,020 Est. Cost $42.80 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $80 Shares 618 Est. Cost $119.23 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $78 Shares 1,104 Est. Cost $72.17 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $73 Shares 1,243 Est. Cost $55.08 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $65 Shares 14,160 Est. Cost $4.64 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $64 Shares 23,683 Est. Cost $2.39 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $61 Shares 2,125 Est. Cost $26.45 Unrealized
SMLV SPDR SER TR 0.0%
Value ($000) $58 Shares 452 Est. Cost $103.29 Unrealized
WIT WIPRO LTD 0.0%
Value ($000) $57 Shares 16,014 Est. Cost $3.54 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $54 Shares 558 Est. Cost $82.48 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $53 Shares 10,261 Est. Cost $7.92 Unrealized -33.7%
IUSV ISHARES TR 0.0%
Value ($000) $52 Shares 560 Est. Cost $69.24 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $51 Shares 580 Est. Cost $80.46 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $50 Shares 172 Est. Cost $263.63 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $46 Shares 352 Est. Cost $107.87 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $44 Shares 569 Est. Cost $82.60 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $41 Shares 825 Est. Cost $51.05 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $37 Shares 1,198 Est. Cost $33.47 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $37 Shares 677 Est. Cost $52.34 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $36 Shares 403 Est. Cost $72.41 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $32 Shares 237 Est. Cost $139.49 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $24.08 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $28 Shares 573 Est. Cost $38.70 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $24 Shares 66 Est. Cost $366.06 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $24 Shares 2,109 Est. Cost $13.36 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $23 Shares 833 Est. Cost $29.48 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $19 Shares 392 Est. Cost $51.82 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 660 Est. Cost $45.06 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $18 Shares 374 Est. Cost $54.20 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 686 Est. Cost $40.32 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $18 Shares 223 Est. Cost $66.67 Unrealized
DNL WISDOMTREE TR 0.0%
Value ($000) $16 Shares 433 Est. Cost $39.08 Unrealized
XT ISHARES TR 0.0%
Value ($000) $15 Shares 252 Est. Cost $58.83 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $14 Shares 370 Est. Cost $41.03 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $14 Shares 272 Est. Cost $50.09 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $14 Shares 47 Est. Cost $288.85 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $11 Shares 379 Est. Cost $32.19 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $11 Shares 146 Est. Cost $76.11 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 190 Est. Cost $57.92 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $11 Shares 83 Est. Cost $75.75 Unrealized +94.1%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 393 Est. Cost $27.71 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $11 Shares 254 Est. Cost $44.35 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $11 Shares 149 Est. Cost $76.03 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 118 Est. Cost $80.96 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $10 Shares 75 Est. Cost $146.67 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $9 Shares 216 Est. Cost $39.34 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $9 Shares 100 Est. Cost $89.60 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $8 Shares 155 Est. Cost $57.85 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 147 Est. Cost $54.42 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $8 Shares 38 Est. Cost $176.75 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 104 Est. Cost $65.52 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 200 Est. Cost $24.06 Unrealized
SMIN ISHARES TR 0.0%
Value ($000) $4 Shares 50 Est. Cost $76.46 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 4 Est. Cost $76.64 Unrealized