RICHARDS, MERRILL & PETERSON, INC. Diversified Active

CIK: 0000090108 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $191,440 (100.0% shares, 0.0% debt)

Holdings (502)

AAPL APPLE INC 6.3%
Value ($000) $12,068 Shares 48,190 Est. Cost $234.51 Unrealized 0.0%
MSFT MICROSOFT CORP 5.5%
Value ($000) $10,584 Shares 25,111 Est. Cost $422.35 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 4.9%
Value ($000) $9,343 Shares 10,196 Est. Cost $922.64 Unrealized 0.0%
AMZN AMAZON COM INC 4.2%
Value ($000) $7,955 Shares 36,259 Est. Cost $204.58 Unrealized 0.0%
QQQ INVESCO QQQ TR 3.5%
Value ($000) $6,660 Shares 13,028 Est. Cost $511.22 Unrealized
SPY SPDR S&P 500 ETF TR 2.9%
Value ($000) $5,493 Shares 9,372 Est. Cost $586.06 Unrealized
SYK STRYKER CORPORATION 2.1%
Value ($000) $4,105 Shares 11,401 Est. Cost $366.32 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $3,519 Shares 26,207 Est. Cost $137.79 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $3,480 Shares 14,517 Est. Cost $228.03 Unrealized 0.0%
HD HOME DEPOT INC 1.8%
Value ($000) $3,431 Shares 8,819 Est. Cost $397.26 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $3,410 Shares 23,541 Est. Cost $145.50 Unrealized 0.0%
GOOGL ALPHABET INC 1.6%
Value ($000) $3,139 Shares 16,583 Est. Cost $174.14 Unrealized 0.0%
META META PLATFORMS INC 1.6%
Value ($000) $3,001 Shares 5,125 Est. Cost $584.74 Unrealized 0.0%
V VISA INC 1.4%
Value ($000) $2,627 Shares 8,312 Est. Cost $298.33 Unrealized 0.0%
LOW LOWES COS INC 1.2%
Value ($000) $2,255 Shares 9,136 Est. Cost $261.54 Unrealized 0.0%
RTX RTX CORPORATION 1.1%
Value ($000) $2,102 Shares 18,166 Est. Cost $118.27 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,011 Shares 73,609 Est. Cost $27.32 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $1,918 Shares 3,560 Est. Cost $538.81 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 1.0%
Value ($000) $1,828 Shares 71,308 Est. Cost $25.64 Unrealized
HON HONEYWELL INTL INC 1.0%
Value ($000) $1,822 Shares 8,066 Est. Cost $203.59 Unrealized 0.0%
GOOG ALPHABET INC 0.9%
Value ($000) $1,813 Shares 9,519 Est. Cost $175.67 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $1,746 Shares 3,851 Est. Cost $461.73 Unrealized 0.0%
MRK MERCK & CO INC 0.9%
Value ($000) $1,719 Shares 17,283 Est. Cost $98.70 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $1,715 Shares 7,800 Est. Cost $216.31 Unrealized 0.0%
CSCO CISCO SYS INC 0.9%
Value ($000) $1,682 Shares 28,410 Est. Cost $55.37 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $1,530 Shares 5,276 Est. Cost $304.00 Unrealized 0.0%
AVA AVISTA CORP 0.8%
Value ($000) $1,523 Shares 41,576 Est. Cost $35.43 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,497 Shares 8,929 Est. Cost $165.73 Unrealized 0.0%
FDX FEDEX CORP 0.8%
Value ($000) $1,492 Shares 5,303 Est. Cost $271.73 Unrealized 0.0%
CRM SALESFORCE INC 0.8%
Value ($000) $1,464 Shares 4,378 Est. Cost $316.76 Unrealized 0.0%
IJH ISHARES TR 0.7%
Value ($000) $1,426 Shares 22,886 Est. Cost $62.31 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $1,418 Shares 4,892 Est. Cost $290.22 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,400 Shares 13,014 Est. Cost $112.36 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $1,387 Shares 2,657 Est. Cost $520.85 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.7%
Value ($000) $1,376 Shares 8,461 Est. Cost $179.18 Unrealized 0.0%
CAT CATERPILLAR INC 0.7%
Value ($000) $1,315 Shares 3,626 Est. Cost $381.74 Unrealized 0.0%
CGGR CAPITAL GROUP GROWTH ETF 0.7%
Value ($000) $1,288 Shares 34,641 Est. Cost $37.17 Unrealized
WMT WALMART INC 0.7%
Value ($000) $1,273 Shares 14,093 Est. Cost $85.80 Unrealized 0.0%
USB US BANCORP DEL 0.7%
Value ($000) $1,271 Shares 26,565 Est. Cost $46.63 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $1,240 Shares 6,145 Est. Cost $211.11 Unrealized 0.0%
IJT ISHARES TR 0.6%
Value ($000) $1,236 Shares 9,130 Est. Cost $135.37 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $1,195 Shares 14,962 Est. Cost $83.84 Unrealized 0.0%
CGCB CAPITAL GRP FIXED INCM ETF T 0.6%
Value ($000) $1,155 Shares 44,775 Est. Cost $25.79 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,131 Shares 28,281 Est. Cost $39.40 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $1,116 Shares 5,953 Est. Cost $193.15 Unrealized 0.0%
UNP UNION PAC CORP 0.6%
Value ($000) $1,107 Shares 4,853 Est. Cost $230.22 Unrealized 0.0%
KO COCA COLA CO 0.5%
Value ($000) $1,051 Shares 16,874 Est. Cost $63.09 Unrealized 0.0%
SBUX STARBUCKS CORP 0.5%
Value ($000) $1,046 Shares 11,468 Est. Cost $93.94 Unrealized 0.0%
BX BLACKSTONE INC 0.5%
Value ($000) $1,037 Shares 6,012 Est. Cost $168.78 Unrealized 0.0%
ORCL ORACLE CORP 0.5%
Value ($000) $1,020 Shares 6,124 Est. Cost $175.85 Unrealized 0.0%
IJR ISHARES TR 0.5%
Value ($000) $1,020 Shares 8,853 Est. Cost $115.22 Unrealized
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $994 Shares 2,825 Est. Cost $354.74 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $984 Shares 1,945 Est. Cost $552.89 Unrealized 0.0%
EMR EMERSON ELEC CO 0.5%
Value ($000) $968 Shares 7,810 Est. Cost $119.02 Unrealized 0.0%
TMUS T-MOBILE US INC 0.5%
Value ($000) $950 Shares 4,302 Est. Cost $223.42 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $903 Shares 3,560 Est. Cost $257.33 Unrealized 0.0%
ABBV ABBVIE INC 0.5%
Value ($000) $884 Shares 4,974 Est. Cost $177.41 Unrealized 0.0%
ETD ETHAN ALLEN INTERIORS INC 0.4%
Value ($000) $853 Shares 30,330 Est. Cost $27.16 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.4%
Value ($000) $852 Shares 16,060 Est. Cost $55.43 Unrealized 0.0%
PTRB PGIM ETF TR 0.4%
Value ($000) $851 Shares 20,785 Est. Cost $40.96 Unrealized
BLK BLACKROCK INC 0.4%
Value ($000) $822 Shares 801 Est. Cost $991.05 Unrealized 0.0%
CGCP CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $810 Shares 36,466 Est. Cost $22.20 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $785 Shares 5,107 Est. Cost $159.52 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $781 Shares 6,118 Est. Cost $127.59 Unrealized
MS MORGAN STANLEY 0.4%
Value ($000) $779 Shares 6,200 Est. Cost $119.51 Unrealized 0.0%
TSLA TESLA INC 0.4%
Value ($000) $768 Shares 1,902 Est. Cost $321.74 Unrealized 0.0%
CGMS CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $740 Shares 27,135 Est. Cost $27.28 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $738 Shares 8,962 Est. Cost $84.51 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value ($000) $727 Shares 6,426 Est. Cost $113.33 Unrealized 0.0%
SYY SYSCO CORP 0.4%
Value ($000) $710 Shares 9,291 Est. Cost $73.94 Unrealized 0.0%
DHI D R HORTON INC 0.4%
Value ($000) $709 Shares 5,072 Est. Cost $164.94 Unrealized 0.0%
SNOW SNOWFLAKE INC 0.4%
Value ($000) $704 Shares 4,557 Est. Cost $140.81 Unrealized 0.0%
NKE NIKE INC 0.3%
Value ($000) $659 Shares 8,715 Est. Cost $76.48 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $658 Shares 6,636 Est. Cost $102.31 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $653 Shares 4,516 Est. Cost $149.59 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $633 Shares 8,364 Est. Cost $58.25 Unrealized 0.0%
DHR DANAHER CORPORATION 0.3%
Value ($000) $628 Shares 2,736 Est. Cost $243.95 Unrealized 0.0%
ENVX ENOVIX CORPORATION 0.3%
Value ($000) $611 Shares 56,208 Est. Cost $10.03 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $611 Shares 2,057 Est. Cost $283.58 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $595 Shares 1,611 Est. Cost $393.53 Unrealized 0.0%
AFL AFLAC INC 0.3%
Value ($000) $593 Shares 5,734 Est. Cost $106.42 Unrealized 0.0%
PAYX PAYCHEX INC 0.3%
Value ($000) $592 Shares 4,220 Est. Cost $137.31 Unrealized 0.0%
IJK ISHARES TR 0.3%
Value ($000) $588 Shares 6,471 Est. Cost $90.93 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $580 Shares 8,259 Est. Cost $70.28 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $559 Shares 1,150 Est. Cost $527.20 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $555 Shares 11,238 Est. Cost $49.25 Unrealized 0.0%
BAC BANK AMERICA CORP 0.3%
Value ($000) $531 Shares 12,072 Est. Cost $42.83 Unrealized 0.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $526 Shares 4,720 Est. Cost $103.52 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $524 Shares 2,878 Est. Cost $188.91 Unrealized 0.0%
BOND PIMCO ETF TR 0.3%
Value ($000) $521 Shares 5,766 Est. Cost $90.43 Unrealized
LSTR LANDSTAR SYS INC 0.3%
Value ($000) $502 Shares 2,919 Est. Cost $171.83 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $496 Shares 18,104 Est. Cost $24.88 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $488 Shares 927 Est. Cost $514.68 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $487 Shares 3,008 Est. Cost $161.77 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $482 Shares 2,081 Est. Cost $182.87 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $475 Shares 5,521 Est. Cost $94.87 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $457 Shares 2,313 Est. Cost $197.49 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $451 Shares 380 Est. Cost $80.63 Unrealized 0.0%
WDIV SPDR INDEX SHS FDS 0.2%
Value ($000) $449 Shares 7,231 Est. Cost $62.09 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $438 Shares 568 Est. Cost $821.14 Unrealized 0.0%
IVW ISHARES TR 0.2%
Value ($000) $426 Shares 4,193 Est. Cost $101.53 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $422 Shares 7,456 Est. Cost $52.58 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $416 Shares 1,881 Est. Cost $231.32 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $403 Shares 8,418 Est. Cost $47.82 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $383 Shares 3,064 Est. Cost $124.96 Unrealized
PCAR PACCAR INC 0.2%
Value ($000) $370 Shares 3,557 Est. Cost $103.86 Unrealized 0.0%
IEMG ISHARES INC 0.2%
Value ($000) $369 Shares 7,073 Est. Cost $52.22 Unrealized
BROS DUTCH BROS INC 0.2%
Value ($000) $352 Shares 6,719 Est. Cost $44.12 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $343 Shares 1,002 Est. Cost $332.51 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $342 Shares 1,295 Est. Cost $264.13 Unrealized
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $339 Shares 2,355 Est. Cost $164.34 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $334 Shares 5,545 Est. Cost $60.27 Unrealized 0.0%
LIN LINDE PLC 0.2%
Value ($000) $332 Shares 792 Est. Cost $448.71 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $331 Shares 2,796 Est. Cost $116.71 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $329 Shares 1,151 Est. Cost $276.08 Unrealized 0.0%
AMGN AMGEN INC 0.2%
Value ($000) $324 Shares 1,244 Est. Cost $286.05 Unrealized 0.0%
IWM ISHARES TR 0.2%
Value ($000) $322 Shares 1,456 Est. Cost $220.96 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $309 Shares 2,287 Est. Cost $136.67 Unrealized 0.0%
BLACKROCK MUNI INCOME TR II 0.2%
Value ($000) $304 Shares 28,900 Est. Cost $10.51 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $302 Shares 2,350 Est. Cost $128.62 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $287 Shares 675 Est. Cost $425.50 Unrealized
KR KROGER CO 0.1%
Value ($000) $284 Shares 4,650 Est. Cost $57.34 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value ($000) $284 Shares 483 Est. Cost $588.68 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $276 Shares 2,186 Est. Cost $122.34 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $274 Shares 1,801 Est. Cost $156.55 Unrealized 0.0%
NOBL PROSHARES TR 0.1%
Value ($000) $269 Shares 2,707 Est. Cost $99.55 Unrealized
STAG STAG INDL INC 0.1%
Value ($000) $260 Shares 7,686 Est. Cost $33.82 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $255 Shares 1,945 Est. Cost $130.11 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $251 Shares 4,980 Est. Cost $50.37 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $250 Shares 2,193 Est. Cost $122.03 Unrealized 0.0%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $250 Shares 1,240 Est. Cost $204.32 Unrealized 0.0%
EOSE EOS ENERGY ENTERPRISES INC 0.1%
Value ($000) $248 Shares 51,000 Est. Cost $3.24 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $236 Shares 3,184 Est. Cost $74.02 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $221 Shares 6,270 Est. Cost $35.26 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $219 Shares 974 Est. Cost $224.51 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $216 Shares 1,957 Est. Cost $92.47 Unrealized 0.0%
IVE ISHARES TR 0.1%
Value ($000) $212 Shares 1,113 Est. Cost $190.88 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $211 Shares 4,825 Est. Cost $43.64 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $207 Shares 3,868 Est. Cost $54.51 Unrealized 0.0%
EFA ISHARES TR 0.1%
Value ($000) $199 Shares 2,638 Est. Cost $75.60 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $191 Shares 2,275 Est. Cost $101.25 Unrealized 0.0%
DOV DOVER CORP 0.1%
Value ($000) $188 Shares 1,000 Est. Cost $193.06 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $185 Shares 208 Est. Cost $82.31 Unrealized 0.0%
WAB WABTEC 0.1%
Value ($000) $169 Shares 894 Est. Cost $192.50 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $167 Shares 1,385 Est. Cost $143.89 Unrealized 0.0%
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $164 Shares 6,075 Est. Cost $26.92 Unrealized
HPQ HP INC 0.1%
Value ($000) $161 Shares 4,933 Est. Cost $34.20 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $161 Shares 2,078 Est. Cost $77.27 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $158 Shares 965 Est. Cost $170.91 Unrealized 0.0%
XMHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $158 Shares 1,604 Est. Cost $98.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $157 Shares 3,555 Est. Cost $44.04 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $150 Shares 213 Est. Cost $804.87 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $148 Shares 1,529 Est. Cost $96.90 Unrealized
GSPY TIDAL ETF TR 0.1%
Value ($000) $148 Shares 4,625 Est. Cost $31.95 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $147 Shares 1,250 Est. Cost $123.72 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $146 Shares 2,716 Est. Cost $51.32 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $143 Shares 925 Est. Cost $172.73 Unrealized 0.0%
OMFL INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $143 Shares 2,632 Est. Cost $54.23 Unrealized
XJPIX NUVEEN PFD SECS & INC OPPTY 0.1%
Value ($000) $140 Shares 7,140 Est. Cost $19.60 Unrealized
BANR BANNER CORP 0.1%
Value ($000) $139 Shares 2,082 Est. Cost $65.59 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $139 Shares 547 Est. Cost $253.55 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $138 Shares 5,079 Est. Cost $28.28 Unrealized 0.0%
CCI CROWN CASTLE INC 0.1%
Value ($000) $137 Shares 1,507 Est. Cost $98.11 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $137 Shares 402 Est. Cost $369.58 Unrealized 0.0%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $136 Shares 2,725 Est. Cost $49.94 Unrealized
UMAC UNUSUAL MACHS INC 0.1%
Value ($000) $135 Shares 8,000 Est. Cost $5.98 Unrealized 0.0%
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $135 Shares 1,089 Est. Cost $123.53 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $133 Shares 1,622 Est. Cost $81.98 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $132 Shares 685 Est. Cost $189.83 Unrealized 0.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $131 Shares 1,238 Est. Cost $110.17 Unrealized 0.0%
CGSM CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $130 Shares 5,000 Est. Cost $25.97 Unrealized
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $119 Shares 519 Est. Cost $226.47 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $116 Shares 4,480 Est. Cost $25.86 Unrealized
DE DEERE & CO 0.1%
Value ($000) $115 Shares 272 Est. Cost $413.99 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value ($000) $115 Shares 840 Est. Cost $159.73 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $112 Shares 1,038 Est. Cost $108.79 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $111 Shares 486 Est. Cost $204.10 Unrealized 0.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $111 Shares 160 Est. Cost $693.08 Unrealized
DOW DOW INC 0.1%
Value ($000) $110 Shares 2,740 Est. Cost $42.94 Unrealized 0.0%
LAD LITHIA MTRS INC 0.1%
Value ($000) $109 Shares 305 Est. Cost $352.27 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $108 Shares 1,532 Est. Cost $66.67 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $106 Shares 1,000 Est. Cost $106.02 Unrealized 0.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $105 Shares 872 Est. Cost $117.72 Unrealized 0.0%
OEFA ALPS ETF TR 0.1%
Value ($000) $105 Shares 3,816 Est. Cost $27.53 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $104 Shares 371 Est. Cost $280.06 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $102 Shares 4,419 Est. Cost $23.18 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $100 Shares 342 Est. Cost $287.90 Unrealized 0.0%
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $100 Shares 2,850 Est. Cost $34.97 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $95 Shares 1,598 Est. Cost $63.61 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $95 Shares 1,393 Est. Cost $74.39 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $94 Shares 885 Est. Cost $97.26 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $94 Shares 323 Est. Cost $289.65 Unrealized
MMM 3M CO 0.0%
Value ($000) $93 Shares 722 Est. Cost $128.38 Unrealized 0.0%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $92 Shares 1,025 Est. Cost $78.57 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $91 Shares 1,715 Est. Cost $51.75 Unrealized 0.0%
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $91 Shares 800 Est. Cost $111.51 Unrealized 0.0%
NEUBERGER BERMAN NEXT GENERA 0.0%
Value ($000) $89 Shares 7,000 Est. Cost $12.74 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $89 Shares 1,202 Est. Cost $73.82 Unrealized 0.0%
QDPL PACER FDS TR 0.0%
Value ($000) $86 Shares 2,250 Est. Cost $38.39 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $84 Shares 945 Est. Cost $89.33 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $84 Shares 775 Est. Cost $91.39 Unrealized 0.0%
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $82 Shares 2,625 Est. Cost $31.27 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $82 Shares 1,500 Est. Cost $54.48 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $81 Shares 211 Est. Cost $326.48 Unrealized 0.0%
GSEW GOLDMAN SACHS ETF TR 0.0%
Value ($000) $80 Shares 1,034 Est. Cost $77.24 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $78 Shares 1,165 Est. Cost $67.03 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $77 Shares 738 Est. Cost $104.89 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $77 Shares 832 Est. Cost $93.11 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $73 Shares 433 Est. Cost $169.30 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $73 Shares 2,640 Est. Cost $27.71 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $72 Shares 273 Est. Cost $281.95 Unrealized 0.0%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $70 Shares 1,389 Est. Cost $50.47 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $69 Shares 576 Est. Cost $120.59 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $68 Shares 3,000 Est. Cost $21.51 Unrealized 0.0%
OMER OMEROS CORP 0.0%
Value ($000) $68 Shares 6,900 Est. Cost $6.86 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $67 Shares 4,500 Est. Cost $15.75 Unrealized 0.0%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $66 Shares 1,380 Est. Cost $48.15 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $66 Shares 498 Est. Cost $132.19 Unrealized
AOA ISHARES TR 0.0%
Value ($000) $66 Shares 859 Est. Cost $76.62 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $64 Shares 520 Est. Cost $129.14 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $63 Shares 2,622 Est. Cost $24.06 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $63 Shares 1,476 Est. Cost $42.61 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $62 Shares 215 Est. Cost $300.91 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $62 Shares 730 Est. Cost $82.04 Unrealized 0.0%
EVRG EVERGY INC 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $59.13 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $61 Shares 1,590 Est. Cost $40.51 Unrealized 0.0%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $61 Shares 540 Est. Cost $107.88 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $60 Shares 1,871 Est. Cost $33.68 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $60 Shares 6,055 Est. Cost $9.87 Unrealized 0.0%
EMXC ISHARES INC 0.0%
Value ($000) $59 Shares 1,065 Est. Cost $55.44 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $59 Shares 900 Est. Cost $53.51 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $58 Shares 1,108 Est. Cost $48.82 Unrealized 0.0%
GLD SPDR GOLD TR 0.0%
Value ($000) $57 Shares 235 Est. Cost $242.13 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $56 Shares 1,515 Est. Cost $37.09 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $56 Shares 260 Est. Cost $203.03 Unrealized 0.0%
DVY ISHARES TR 0.0%
Value ($000) $52 Shares 396 Est. Cost $131.29 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $51 Shares 1,922 Est. Cost $25.12 Unrealized 0.0%
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $50.16 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $50 Shares 765 Est. Cost $52.57 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $49 Shares 680 Est. Cost $74.98 Unrealized 0.0%
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $49 Shares 1,600 Est. Cost $30.52 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $49 Shares 147 Est. Cost $347.11 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $48 Shares 530 Est. Cost $99.45 Unrealized 0.0%
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $48 Shares 2,605 Est. Cost $18.31 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $48 Shares 116 Est. Cost $410.44 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $46 Shares 135 Est. Cost $343.41 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $46 Shares 89 Est. Cost $547.53 Unrealized 0.0%
EVR EVERCORE INC 0.0%
Value ($000) $46 Shares 167 Est. Cost $279.37 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $46 Shares 248 Est. Cost $156.19 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $46 Shares 1,219 Est. Cost $39.99 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $44 Shares 356 Est. Cost $123.33 Unrealized 0.0%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $43 Shares 1,016 Est. Cost $43.24 Unrealized 0.0%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $42 Shares 450 Est. Cost $93.36 Unrealized 0.0%
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $42 Shares 1,833 Est. Cost $23.07 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $42 Shares 1,885 Est. Cost $22.40 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $42 Shares 300 Est. Cost $148.83 Unrealized 0.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $42 Shares 1,981 Est. Cost $21.07 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $42 Shares 514 Est. Cost $80.93 Unrealized
GLDM WORLD GOLD TR 0.0%
Value ($000) $42 Shares 800 Est. Cost $51.99 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $41 Shares 1,783 Est. Cost $23.27 Unrealized
BA BOEING CO 0.0%
Value ($000) $40 Shares 225 Est. Cost $156.93 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $39 Shares 225 Est. Cost $174.88 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $39 Shares 1,951 Est. Cost $22.54 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $39 Shares 539 Est. Cost $75.03 Unrealized 0.0%
IMCG ISHARES TR 0.0%
Value ($000) $39 Shares 510 Est. Cost $75.53 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $38 Shares 263 Est. Cost $153.06 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $38 Shares 265 Est. Cost $146.82 Unrealized 0.0%
SMARTSHEET INC 0.0%
Value ($000) $38 Shares 675 Est. Cost $56.03 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $37 Shares 65 Est. Cost $544.86 Unrealized 0.0%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $36 Shares 700 Est. Cost $51.44 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $36 Shares 493 Est. Cost $76.44 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $36 Shares 102 Est. Cost $343.44 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $35 Shares 1,800 Est. Cost $19.59 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $35 Shares 528 Est. Cost $66.51 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $35 Shares 399 Est. Cost $84.33 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $35 Shares 1,024 Est. Cost $33.82 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 3,000 Est. Cost $11.53 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $34 Shares 138 Est. Cost $253.86 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $34 Shares 391 Est. Cost $85.94 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $33 Shares 75 Est. Cost $495.13 Unrealized 0.0%
ATI ATI INC 0.0%
Value ($000) $33 Shares 603 Est. Cost $58.97 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $33 Shares 365 Est. Cost $90.40 Unrealized 0.0%
PULS PGIM ETF TR 0.0%
Value ($000) $32 Shares 650 Est. Cost $49.55 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $31 Shares 1,463 Est. Cost $21.26 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $31 Shares 551 Est. Cost $55.70 Unrealized 0.0%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $31 Shares 454 Est. Cost $67.88 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $31 Shares 111 Est. Cost $281.36 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $31 Shares 65 Est. Cost $492.97 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $30 Shares 1,281 Est. Cost $23.68 Unrealized
BLACKROCK CAP ALLOCATION TER 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $15.15 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $30 Shares 261 Est. Cost $119.15 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $30 Shares 165 Est. Cost $198.35 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $30 Shares 625 Est. Cost $48.33 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $30 Shares 230 Est. Cost $139.95 Unrealized 0.0%
EAGG ISHARES TR 0.0%
Value ($000) $30 Shares 644 Est. Cost $46.44 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $30 Shares 1,316 Est. Cost $22.72 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $30 Shares 595 Est. Cost $50.13 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $30 Shares 2,865 Est. Cost $13.30 Unrealized 0.0%
MUB ISHARES TR 0.0%
Value ($000) $29 Shares 275 Est. Cost $106.55 Unrealized
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $29 Shares 770 Est. Cost $37.97 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $29 Shares 130 Est. Cost $224.35 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $28 Shares 1,942 Est. Cost $14.55 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $28 Shares 200 Est. Cost $138.25 Unrealized
ATEC ALPHATEC HLDGS INC 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $7.98 Unrealized 0.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $27 Shares 65 Est. Cost $428.97 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 202 Est. Cost $135.90 Unrealized 0.0%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $27 Shares 408 Est. Cost $65.12 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $26 Shares 100 Est. Cost $251.84 Unrealized 0.0%
RBLX ROBLOX CORP 0.0%
Value ($000) $26 Shares 450 Est. Cost $50.32 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $26 Shares 620 Est. Cost $41.87 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $26 Shares 1,950 Est. Cost $11.51 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $26 Shares 450 Est. Cost $56.77 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $26 Shares 15 Est. Cost $1947.25 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $25 Shares 317 Est. Cost $80.37 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $25 Shares 887 Est. Cost $30.08 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $25 Shares 129 Est. Cost $189.31 Unrealized 0.0%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $24 Shares 306 Est. Cost $80.01 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $24 Shares 190 Est. Cost $128.82 Unrealized
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $24 Shares 700 Est. Cost $34.62 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 823 Est. Cost $29.20 Unrealized
UNILEVER PLC 0.0%
Value ($000) $24 Shares 423 Est. Cost $56.70 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $24 Shares 104 Est. Cost $225.20 Unrealized 0.0%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $24 Shares 805 Est. Cost $29.22 Unrealized
SDG ISHARES TR 0.0%
Value ($000) $23 Shares 326 Est. Cost $71.56 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $23 Shares 325 Est. Cost $69.80 Unrealized 0.0%
SFIX STITCH FIX INC 0.0%
Value ($000) $23 Shares 5,386 Est. Cost $3.68 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $23 Shares 600 Est. Cost $44.04 Unrealized 0.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $23 Shares 170 Est. Cost $136.24 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $22 Shares 850 Est. Cost $26.33 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $21 Shares 246 Est. Cost $93.37 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 160 Est. Cost $131.76 Unrealized
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $21 Shares 774 Est. Cost $26.94 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $20 Shares 223 Est. Cost $97.31 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $19 Shares 125 Est. Cost $155.36 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $19 Shares 200 Est. Cost $92.72 Unrealized
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $18 Shares 225 Est. Cost $78.62 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $18 Shares 646 Est. Cost $28.52 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $18 Shares 230 Est. Cost $74.04 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $18 Shares 95 Est. Cost $185.13 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $17 Shares 235 Est. Cost $75.68 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $17 Shares 1,533 Est. Cost $11.28 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $17 Shares 215 Est. Cost $79.25 Unrealized 0.0%
TRMB TRIMBLE INC 0.0%
Value ($000) $17 Shares 240 Est. Cost $67.99 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 240 Est. Cost $65.38 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $17 Shares 172 Est. Cost $97.31 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $17 Shares 176 Est. Cost $102.34 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 120 Est. Cost $137.57 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $16 Shares 100 Est. Cost $157.37 Unrealized 0.0%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $16 Shares 5,000 Est. Cost $3.57 Unrealized 0.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $16 Shares 227 Est. Cost $95.63 Unrealized 0.0%
COKE COCA COLA CONS INC 0.0%
Value ($000) $15 Shares 12 Est. Cost $123.93 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $15 Shares 235 Est. Cost $64.08 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $15 Shares 62 Est. Cost $240.27 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $15 Shares 285 Est. Cost $50.69 Unrealized 0.0%
OFIX ORTHOFIX MED INC 0.0%
Value ($000) $15 Shares 832 Est. Cost $17.39 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $14 Shares 250 Est. Cost $57.53 Unrealized
GLW CORNING INC 0.0%
Value ($000) $14 Shares 302 Est. Cost $46.35 Unrealized 0.0%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $14 Shares 450 Est. Cost $31.49 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $14 Shares 400 Est. Cost $37.80 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $14 Shares 78 Est. Cost $171.20 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 160 Est. Cost $85.66 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $13 Shares 147 Est. Cost $93.07 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $13 Shares 44 Est. Cost $315.96 Unrealized 0.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $13 Shares 158 Est. Cost $81.58 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $13 Shares 60 Est. Cost $216.79 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $13 Shares 95 Est. Cost $132.27 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $12 Shares 333 Est. Cost $44.64 Unrealized 0.0%
HLN HALEON PLC 0.0%
Value ($000) $12 Shares 1,280 Est. Cost $9.54 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $12 Shares 111 Est. Cost $109.91 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $12 Shares 50 Est. Cost $244.86 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $12 Shares 370 Est. Cost $30.02 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $12 Shares 180 Est. Cost $70.01 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $123.15 Unrealized 0.0%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $11 Shares 391 Est. Cost $27.55 Unrealized
BITO PROSHARES TR 0.0%
Value ($000) $10 Shares 450 Est. Cost $22.78 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $10 Shares 110 Est. Cost $87.00 Unrealized 0.0%
TOST TOAST INC 0.0%
Value ($000) $10 Shares 275 Est. Cost $35.14 Unrealized 0.0%
DLN WISDOMTREE TR 0.0%
Value ($000) $10 Shares 128 Est. Cost $77.79 Unrealized
GII SPDR INDEX SHS FDS 0.0%
Value ($000) $10 Shares 167 Est. Cost $59.17 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $10 Shares 68 Est. Cost $142.02 Unrealized 0.0%
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value ($000) $10 Shares 138 Est. Cost $74.31 Unrealized 0.0%
SPYD SPDR SER TR 0.0%
Value ($000) $10 Shares 220 Est. Cost $43.24 Unrealized
ESTC ELASTIC N V 0.0%
Value ($000) $9 Shares 95 Est. Cost $92.44 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $9 Shares 40 Est. Cost $245.53 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $170.93 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.14 Unrealized 0.0%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 80 Est. Cost $115.17 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $9 Shares 204 Est. Cost $53.65 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $33.84 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $9 Shares 80 Est. Cost $118.54 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $9 Shares 159 Est. Cost $58.42 Unrealized 0.0%
XBI SPDR SER TR 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.06 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $9 Shares 105 Est. Cost $85.29 Unrealized 0.0%
VLTO VERALTO CORP 0.0%
Value ($000) $9 Shares 87 Est. Cost $105.96 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $9 Shares 53 Est. Cost $177.15 Unrealized 0.0%
PNR PENTAIR PLC 0.0%
Value ($000) $8 Shares 84 Est. Cost $101.45 Unrealized 0.0%
NCDL NUVEEN CHURCHILL DIRECT LEND 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.69 Unrealized 0.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.78 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $8 Shares 300 Est. Cost $27.05 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $8 Shares 70 Est. Cost $130.47 Unrealized 0.0%
ESML ISHARES TR 0.0%
Value ($000) $8 Shares 181 Est. Cost $41.94 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.40 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 95 Est. Cost $78.61 Unrealized
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $19.49 Unrealized 0.0%
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $7 Shares 150 Est. Cost $49.45 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $7 Shares 7 Est. Cost $1116.02 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $7 Shares 18 Est. Cost $463.53 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $7 Shares 325 Est. Cost $19.58 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $6 Shares 75 Est. Cost $84.79 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 32 Est. Cost $198.19 Unrealized
BBBY BEYOND INC 0.0%
Value ($000) $6 Shares 1,275 Est. Cost $7.00 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $6 Shares 30 Est. Cost $222.56 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $6 Shares 203 Est. Cost $30.66 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $6 Shares 35 Est. Cost $165.60 Unrealized 0.0%
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.79 Unrealized 0.0%
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $6 Shares 350 Est. Cost $16.95 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $6 Shares 700 Est. Cost $7.86 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.04 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $5 Shares 266 Est. Cost $20.16 Unrealized 0.0%
TMFE RBB FD INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $26.35 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $5 Shares 60 Est. Cost $98.15 Unrealized 0.0%
MKL MARKEL GROUP INC 0.0%
Value ($000) $5 Shares 3 Est. Cost $1659.34 Unrealized 0.0%
IDV ISHARES TR 0.0%
Value ($000) $5 Shares 187 Est. Cost $27.38 Unrealized
UDN INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.71 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $5 Shares 250 Est. Cost $9.63 Unrealized 0.0%
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.58 Unrealized
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $5 Shares 94 Est. Cost $50.85 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $5 Shares 90 Est. Cost $53.06 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $234.55 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $51.72 Unrealized 0.0%
IYH ISHARES TR 0.0%
Value ($000) $4 Shares 77 Est. Cost $58.27 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $4 Shares 166 Est. Cost $25.28 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $4 Shares 442 Est. Cost $9.33 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $79.35 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $503.12 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $4 Shares 21 Est. Cost $192.14 Unrealized 0.0%
ZTS ZOETIS INC 0.0%
Value ($000) $4 Shares 24 Est. Cost $176.35 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $83.88 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $80.65 Unrealized 0.0%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $4 Shares 284 Est. Cost $12.74 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $4 Shares 170 Est. Cost $25.85 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $152.61 Unrealized 0.0%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $3 Shares 175 Est. Cost $19.65 Unrealized 0.0%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.79 Unrealized 0.0%
OUTSET MED INC 0.0%
Value ($000) $3 Shares 3,000 Est. Cost $1.11 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $134.70 Unrealized 0.0%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $3 Shares 84 Est. Cost $37.42 Unrealized
LTRN LANTERN PHARMA INC 0.0%
Value ($000) $3 Shares 975 Est. Cost $3.42 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.35 Unrealized 0.0%
SLVM SYLVAMO CORP 0.0%
Value ($000) $3 Shares 37 Est. Cost $82.74 Unrealized 0.0%
LYFT LYFT INC 0.0%
Value ($000) $3 Shares 225 Est. Cost $14.82 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $311.89 Unrealized 0.0%
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.33 Unrealized
NORDSTROM INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.15 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $2 Shares 187 Est. Cost $12.26 Unrealized
SABA CAPITAL INCOME & OPPORT 0.0%
Value ($000) $2 Shares 234 Est. Cost $9.06 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $75.89 Unrealized 0.0%
CAN CANAAN INC 0.0%
Value ($000) $2 Shares 900 Est. Cost $2.05 Unrealized
PJT PJT PARTNERS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $151.40 Unrealized 0.0%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $3.73 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $11.63 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $69.34 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $11.27 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $104.85 Unrealized 0.0%
SONO SONOS INC 0.0%
Value ($000) $1 Shares 88 Est. Cost $13.46 Unrealized 0.0%
PATH UIPATH INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $13.22 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $12.99 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 11 Est. Cost $84.84 Unrealized 0.0%
AMLIF AMERICAN LITHIUM CORP 0.0%
Value ($000) $1 Shares 1,957 Est. Cost $0.64 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.78 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.11 Unrealized 0.0%
TZOO TRAVELZOO 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.21 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $0 Shares 19 Est. Cost $25.32 Unrealized
PRDO PERDOCEO ED CORP 0.0%
Value ($000) $0 Shares 18 Est. Cost $24.05 Unrealized 0.0%
IWY ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $235.50 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.18 Unrealized 0.0%
HEIDRICK & STRUGGLES INTL IN 0.0%
Value ($000) $0 Shares 8 Est. Cost $44.25 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $3.71 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $21.48 Unrealized 0.0%
BKE BUCKLE INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $40.94 Unrealized 0.0%
ZYME ZYMEWORKS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $13.98 Unrealized 0.0%
BTMD BIOTE CORP 0.0%
Value ($000) $0 Shares 45 Est. Cost $5.81 Unrealized 0.0%
IMMR IMMERSION CORP 0.0%
Value ($000) $0 Shares 30 Est. Cost $8.74 Unrealized 0.0%
JILL J JILL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $25.19 Unrealized 0.0%
HRMY HARMONY BIOSCIENCES HLDGS IN 0.0%
Value ($000) $0 Shares 7 Est. Cost $34.36 Unrealized 0.0%
CCSI CONSENSUS CLOUD SOLUTIONS IN 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.47 Unrealized 0.0%
UIS UNISYS CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $6.97 Unrealized 0.0%
JAKK JAKKS PAC INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.06 Unrealized 0.0%
ASSERTIO HOLDINGS INC 0.0%
Value ($000) $0 Shares 225 Est. Cost $0.87 Unrealized
MCFT MASTERCRAFT BOAT HLDGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $19.12 Unrealized 0.0%
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.14 Unrealized 0.0%
PLTK PLAYTIKA HLDG CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.88 Unrealized 0.0%
VYGR VOYAGER THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $5.67 Unrealized
RMNI RIMINI STR INC DEL 0.0%
Value ($000) $0 Shares 60 Est. Cost $2.04 Unrealized 0.0%
COOK TRAEGER INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $3.07 Unrealized 0.0%
SPRO SPERO THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $1.19 Unrealized 0.0%
SCYX SCYNEXIS INC 0.0%
Value ($000) $0 Shares 110 Est. Cost $1.30 Unrealized 0.0%
PBYI PUMA BIOTECHNOLOGY INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $2.91 Unrealized 0.0%
AMCX AMC NETWORKS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $8.84 Unrealized 0.0%
IRD OPUS GENETICS INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $1.15 Unrealized 0.0%
MED MEDIFAST INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $18.56 Unrealized 0.0%
SURG SURGEPAYS INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.76 Unrealized 0.0%