GUARDIAN WEALTH ADVISORS, LLC / NC Diversified Active

CIK: 0001901403 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $1,269,051 (100.0% shares, 0.0% debt)

Holdings (516)

ACIO ETF SER SOLUTIONS 12.4%
Value ($000) $156,833 Shares 3,897,446 Est. Cost $33.30 Unrealized
DRSK ETF SER SOLUTIONS 7.7%
Value ($000) $97,693 Shares 3,561,544 Est. Cost $27.15 Unrealized
JUCY ETF SER SOLUTIONS 4.3%
Value ($000) $54,101 Shares 2,375,997 Est. Cost $23.35 Unrealized
SCHX SCHWAB STRATEGIC TR 4.3%
Value ($000) $54,006 Shares 2,329,858 Est. Cost $33.03 Unrealized
OSCV ETF SER SOLUTIONS 4.0%
Value ($000) $51,129 Shares 1,382,232 Est. Cost $30.91 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 3.6%
Value ($000) $45,353 Shares 1,488,438 Est. Cost $28.76 Unrealized
VOO VANGUARD INDEX FDS 3.4%
Value ($000) $42,767 Shares 79,373 Est. Cost $499.57 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.7%
Value ($000) $33,929 Shares 962,243 Est. Cost $28.66 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 2.3%
Value ($000) $29,422 Shares 497,495 Est. Cost $45.24 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $23,307 Shares 93,072 Est. Cost $160.34 Unrealized +46.3%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $22,957 Shares 170,951 Est. Cost $96.94 Unrealized +42.1%
USFR WISDOMTREE TR 1.7%
Value ($000) $21,015 Shares 417,628 Est. Cost $50.30 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.6%
Value ($000) $20,664 Shares 448,534 Est. Cost $45.29 Unrealized
GSEW GOLDMAN SACHS ETF TR 1.6%
Value ($000) $20,400 Shares 264,185 Est. Cost $73.68 Unrealized
IUSB ISHARES TR 1.5%
Value ($000) $19,006 Shares 420,485 Est. Cost $45.20 Unrealized
CL COLGATE PALMOLIVE CO 1.4%
Value ($000) $17,846 Shares 196,300 Est. Cost Unrealized
ADME ETF SER SOLUTIONS 1.4%
Value ($000) $17,434 Shares 373,217 Est. Cost $44.16 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $16,131 Shares 38,270 Est. Cost $308.63 Unrealized +36.8%
VEA VANGUARD TAX-MANAGED FDS 1.2%
Value ($000) $15,038 Shares 314,464 Est. Cost $47.75 Unrealized
DUBS ETF SER SOLUTIONS 1.1%
Value ($000) $14,269 Shares 441,833 Est. Cost $24.74 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $13,239 Shares 22,490 Est. Cost $585.50 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $13,236 Shares 230,066 Est. Cost $55.15 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $12,694 Shares 21,658 Est. Cost $369.41 Unrealized
TSLA TESLA INC 1.0%
Value ($000) $12,380 Shares 30,656 Est. Cost $304.37 Unrealized +5.7%
SDVY FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $12,267 Shares 342,184 Est. Cost $35.58 Unrealized
ITOT ISHARES TR 0.9%
Value ($000) $11,237 Shares 87,364 Est. Cost $128.61 Unrealized
XHLF BONDBLOXX ETF TRUST 0.8%
Value ($000) $10,667 Shares 212,568 Est. Cost $50.21 Unrealized
FRDM EA SERIES TRUST 0.8%
Value ($000) $10,037 Shares 307,124 Est. Cost $32.69 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.8%
Value ($000) $9,743 Shares 333,658 Est. Cost $26.83 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $9,610 Shares 41,453 Est. Cost $147.77 Unrealized +23.8%
AMZN AMAZON COM INC 0.8%
Value ($000) $9,530 Shares 43,440 Est. Cost $141.64 Unrealized +44.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $9,497 Shares 20,951 Est. Cost $384.14 Unrealized +20.2%
ONEQ FIDELITY COMWLTH TR 0.7%
Value ($000) $8,574 Shares 112,724 Est. Cost $52.53 Unrealized
IEMG ISHARES INC 0.6%
Value ($000) $8,190 Shares 156,844 Est. Cost $52.22 Unrealized
EFV ISHARES TR 0.6%
Value ($000) $8,009 Shares 152,635 Est. Cost $52.47 Unrealized
EFG ISHARES TR 0.6%
Value ($000) $7,768 Shares 80,224 Est. Cost $96.78 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $7,155 Shares 37,797 Est. Cost $116.03 Unrealized +50.1%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $6,411 Shares 26,743 Est. Cost $138.32 Unrealized +64.9%
QUAL ISHARES TR 0.5%
Value ($000) $6,273 Shares 35,226 Est. Cost $178.06 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $6,013 Shares 87,223 Est. Cost $47.03 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $5,879 Shares 116,718 Est. Cost $50.21 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $5,804 Shares 29,637 Est. Cost $147.16 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $5,781 Shares 19,948 Est. Cost $251.36 Unrealized
WMT WALMART INC 0.4%
Value ($000) $5,152 Shares 57,028 Est. Cost $56.47 Unrealized +51.9%
XCEM COLUMBIA ETF TR II 0.4%
Value ($000) $5,023 Shares 169,699 Est. Cost $28.02 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $4,927 Shares 47,692 Est. Cost $103.30 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $4,862 Shares 82,507 Est. Cost $58.95 Unrealized
V VISA INC 0.3%
Value ($000) $4,316 Shares 13,657 Est. Cost $231.72 Unrealized +28.7%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $4,113 Shares 8,045 Est. Cost $412.02 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $4,018 Shares 65,510 Est. Cost $61.34 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $4,009 Shares 15,178 Est. Cost $235.58 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3,770 Shares 42,929 Est. Cost $72.74 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,749 Shares 186,254 Est. Cost $20.25 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $3,692 Shares 4,782 Est. Cost $327.68 Unrealized +150.6%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3,680 Shares 7,275 Est. Cost $460.72 Unrealized +20.0%
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,449 Shares 167,039 Est. Cost $20.64 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,301 Shares 76,809 Est. Cost $42.41 Unrealized
INFL LISTED FD TR 0.3%
Value ($000) $3,203 Shares 84,101 Est. Cost $29.71 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $3,073 Shares 34,606 Est. Cost $88.46 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.2%
Value ($000) $3,035 Shares 73,531 Est. Cost $41.27 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $3,010 Shares 80,977 Est. Cost $28.63 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $2,994 Shares 9,292 Est. Cost $258.20 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.2%
Value ($000) $2,935 Shares 122,663 Est. Cost $23.44 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $2,907 Shares 12,130 Est. Cost $137.76 Unrealized +68.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.2%
Value ($000) $2,896 Shares 12,810 Est. Cost $158.28 Unrealized +38.9%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.2%
Value ($000) $2,813 Shares 22,508 Est. Cost $113.42 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $2,810 Shares 14,754 Est. Cost $142.35 Unrealized +23.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,798 Shares 16,691 Est. Cost $137.12 Unrealized +20.9%
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2,787 Shares 46,623 Est. Cost $59.72 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $2,775 Shares 6,521 Est. Cost $354.35 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2,718 Shares 148,182 Est. Cost $18.35 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $2,689 Shares 4,593 Est. Cost $332.35 Unrealized +75.9%
CPRT COPART INC 0.2%
Value ($000) $2,674 Shares 46,602 Est. Cost $40.74 Unrealized +39.8%
DDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $2,621 Shares 65,300 Est. Cost $30.61 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.2%
Value ($000) $2,461 Shares 164,610 Est. Cost $11.33 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $2,377 Shares 4,572 Est. Cost $457.80 Unrealized +18.9%
HD HOME DEPOT INC 0.2%
Value ($000) $2,373 Shares 6,100 Est. Cost $328.37 Unrealized +21.0%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $2,330 Shares 51,920 Est. Cost $44.87 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $2,315 Shares 45,494 Est. Cost $50.78 Unrealized
VRIG INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $2,314 Shares 92,137 Est. Cost $25.03 Unrealized
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,232 Shares 78,832 Est. Cost $35.99 Unrealized
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $2,162 Shares 13,194 Est. Cost $154.33 Unrealized +10.7%
CHE CHEMED CORP NEW 0.2%
Value ($000) $2,116 Shares 3,994 Est. Cost $505.89 Unrealized +10.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,114 Shares 2,307 Est. Cost $533.47 Unrealized +73.0%
PWR QUANTA SVCS INC 0.2%
Value ($000) $2,107 Shares 6,667 Est. Cost $271.64 Unrealized +18.3%
SHY ISHARES TR 0.2%
Value ($000) $2,021 Shares 24,647 Est. Cost $81.98 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $1,927 Shares 34,119 Est. Cost $43.71 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,925 Shares 43,809 Est. Cost $35.96 Unrealized +19.1%
VMI VALMONT INDS INC 0.1%
Value ($000) $1,901 Shares 6,198 Est. Cost $322.19 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,835 Shares 7,635 Est. Cost $221.00 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,822 Shares 19,650 Est. Cost $81.80 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $1,821 Shares 90,423 Est. Cost $14.82 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,820 Shares 16,919 Est. Cost $85.14 Unrealized +32.0%
ORCL ORACLE CORP 0.1%
Value ($000) $1,748 Shares 10,489 Est. Cost $125.25 Unrealized +40.4%
SPYD SPDR SER TR 0.1%
Value ($000) $1,743 Shares 40,305 Est. Cost $39.72 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,742 Shares 27,953 Est. Cost $75.87 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,742 Shares 15,180 Est. Cost $73.78 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,727 Shares 52,004 Est. Cost $35.59 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,711 Shares 9,327 Est. Cost $191.06 Unrealized +3.8%
OC OWENS CORNING NEW 0.1%
Value ($000) $1,703 Shares 10,000 Est. Cost $90.97 Unrealized +105.4%
BITI PROSHARES TR 0.1%
Value ($000) $1,634 Shares 68,097 Est. Cost $24.00 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $1,597 Shares 4,777 Est. Cost $300.08 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,560 Shares 14,640 Est. Cost $106.55 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1,559 Shares 4,664 Est. Cost $276.50 Unrealized +14.6%
ABBV ABBVIE INC 0.1%
Value ($000) $1,521 Shares 8,561 Est. Cost $122.12 Unrealized +45.3%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $1,481 Shares 153,483 Est. Cost $7.94 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,462 Shares 10,107 Est. Cost $152.93 Unrealized -2.2%
IWD ISHARES TR 0.1%
Value ($000) $1,341 Shares 7,244 Est. Cost $175.60 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,337 Shares 2,335 Est. Cost $292.23 Unrealized +86.4%
MBB ISHARES TR 0.1%
Value ($000) $1,335 Shares 14,556 Est. Cost $91.68 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $1,317 Shares 27,351 Est. Cost $35.36 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,275 Shares 2,443 Est. Cost $302.87 Unrealized +72.0%
LOW LOWES COS INC 0.1%
Value ($000) $1,274 Shares 5,160 Est. Cost $211.14 Unrealized +23.9%
SIXG ETF SER SOLUTIONS 0.1%
Value ($000) $1,271 Shares 26,671 Est. Cost $37.77 Unrealized
BIL SPDR SER TR 0.1%
Value ($000) $1,247 Shares 13,644 Est. Cost $91.76 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,202 Shares 2,283 Est. Cost $374.98 Unrealized +37.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,188 Shares 20,062 Est. Cost $48.70 Unrealized +13.7%
DVY ISHARES TR 0.1%
Value ($000) $1,158 Shares 8,823 Est. Cost $123.06 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,137 Shares 3,921 Est. Cost $238.00 Unrealized +21.9%
OILK PROSHARES TR 0.1%
Value ($000) $1,103 Shares 24,964 Est. Cost $44.62 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,099 Shares 56,556 Est. Cost $19.55 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,088 Shares 3,093 Est. Cost $335.14 Unrealized +5.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,080 Shares 7,460 Est. Cost $122.41 Unrealized +18.9%
SO SOUTHERN CO 0.1%
Value ($000) $1,072 Shares 13,024 Est. Cost $62.61 Unrealized +35.0%
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,072 Shares 55,036 Est. Cost $19.71 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,065 Shares 40,162 Est. Cost $39.81 Unrealized -36.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,055 Shares 16,551 Est. Cost $71.88 Unrealized -10.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,021 Shares 2,816 Est. Cost $247.33 Unrealized +54.3%
IJR ISHARES TR 0.1%
Value ($000) $1,021 Shares 8,859 Est. Cost $114.81 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $1,013 Shares 14,411 Est. Cost $68.88 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,011 Shares 6,648 Est. Cost $149.57 Unrealized +4.7%
IGSB ISHARES TR 0.1%
Value ($000) $1,009 Shares 19,516 Est. Cost $51.70 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1,002 Shares 8,408 Est. Cost $92.10 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $954 Shares 6,211 Est. Cost $136.26 Unrealized +17.1%
MRK MERCK & CO INC 0.1%
Value ($000) $926 Shares 9,304 Est. Cost $80.98 Unrealized +21.9%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $922 Shares 2,246 Est. Cost $289.05 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $921 Shares 4,377 Est. Cost $159.10 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $916 Shares 8,501 Est. Cost $94.25 Unrealized +15.4%
BLK BLACKROCK INC 0.1%
Value ($000) $914 Shares 892 Est. Cost $991.05 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $904 Shares 3,964 Est. Cost $225.02 Unrealized +2.3%
MCK MCKESSON CORP 0.1%
Value ($000) $902 Shares 1,583 Est. Cost $276.80 Unrealized +101.3%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $880 Shares 12,568 Est. Cost $64.53 Unrealized
CPHC CANTERBURY PK HLDG CORP 0.1%
Value ($000) $876 Shares 42,739 Est. Cost $21.07 Unrealized -7.3%
KO COCA COLA CO 0.1%
Value ($000) $861 Shares 13,822 Est. Cost $56.16 Unrealized +12.3%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $850 Shares 11,825 Est. Cost $83.94 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $849 Shares 45,000 Est. Cost $18.70 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $846 Shares 11,798 Est. Cost $70.69 Unrealized +6.1%
EMXC ISHARES INC 0.1%
Value ($000) $844 Shares 15,215 Est. Cost $55.45 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $830 Shares 2,795 Est. Cost $160.86 Unrealized +76.3%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $819 Shares 3,491 Est. Cost $227.60 Unrealized +9.2%
BA BOEING CO 0.1%
Value ($000) $786 Shares 4,443 Est. Cost $181.20 Unrealized -13.4%
ABT ABBOTT LABS 0.1%
Value ($000) $780 Shares 6,893 Est. Cost $113.45 Unrealized -0.1%
IWR ISHARES TR 0.1%
Value ($000) $770 Shares 8,705 Est. Cost $65.26 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $755 Shares 6,781 Est. Cost $102.20 Unrealized +1.3%
ADBE ADOBE INC 0.1%
Value ($000) $743 Shares 1,671 Est. Cost $456.44 Unrealized +8.5%
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $735 Shares 28,650 Est. Cost $25.19 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $732 Shares 3,629 Est. Cost $158.15 Unrealized +33.5%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $724 Shares 1,391 Est. Cost $568.76 Unrealized -3.7%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $717 Shares 9,189 Est. Cost $77.95 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $714 Shares 5,912 Est. Cost $127.92 Unrealized +12.5%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $706 Shares 4,173 Est. Cost $152.63 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $690 Shares 2,864 Est. Cost $175.82 Unrealized +39.3%
NFLX NETFLIX INC 0.1%
Value ($000) $668 Shares 749 Est. Cost $40.28 Unrealized +104.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $664 Shares 1,367 Est. Cost $368.33 Unrealized +43.1%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $661 Shares 2,200 Est. Cost $174.42 Unrealized +66.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $641 Shares 5,170 Est. Cost $88.04 Unrealized +35.2%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $633 Shares 1,018 Est. Cost $421.77 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $631 Shares 16,537 Est. Cost $34.28 Unrealized
FISV FISERV INC 0.0%
Value ($000) $617 Shares 3,005 Est. Cost $176.93 Unrealized +15.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $600 Shares 13,824 Est. Cost $40.66 Unrealized +4.1%
FNB F N B CORP 0.0%
Value ($000) $590 Shares 39,890 Est. Cost $11.19 Unrealized +32.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $586 Shares 5,908 Est. Cost $87.47 Unrealized +17.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $576 Shares 3,289 Est. Cost $145.56 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $576 Shares 4,978 Est. Cost $87.22 Unrealized +35.6%
MET METLIFE INC 0.0%
Value ($000) $574 Shares 7,016 Est. Cost $60.42 Unrealized +33.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $574 Shares 10,189 Est. Cost $54.43 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $569 Shares 3,033 Est. Cost $157.76 Unrealized +22.4%
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $564 Shares 15,385 Est. Cost $30.01 Unrealized
IGRO ISHARES TR 0.0%
Value ($000) $558 Shares 8,213 Est. Cost $67.96 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $554 Shares 4,096 Est. Cost $162.34 Unrealized -15.8%
IXUS ISHARES TR 0.0%
Value ($000) $542 Shares 8,197 Est. Cost $62.32 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $541 Shares 10,388 Est. Cost $43.16 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $529 Shares 21,969 Est. Cost $24.06 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $523 Shares 2,317 Est. Cost $182.34 Unrealized +11.7%
TFLO ISHARES TR 0.0%
Value ($000) $522 Shares 10,348 Est. Cost $50.45 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $521 Shares 4,899 Est. Cost $51.56 Unrealized +88.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $515 Shares 7,338 Est. Cost $42.10 Unrealized +58.4%
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $513 Shares 32,348 Est. Cost $20.78 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $509 Shares 4,229 Est. Cost $94.05 Unrealized +28.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $505 Shares 3,108 Est. Cost $137.92 Unrealized +29.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $498 Shares 2,055 Est. Cost $186.31 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $497 Shares 288 Est. Cost $1566.83 Unrealized +5.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $497 Shares 12,430 Est. Cost $38.32 Unrealized +2.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $492 Shares 5,388 Est. Cost $75.07 Unrealized +25.1%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $482 Shares 18,623 Est. Cost $41.86 Unrealized
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $473 Shares 16,637 Est. Cost $24.90 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $471 Shares 5,597 Est. Cost $80.59 Unrealized +25.6%
CTAS CINTAS CORP 0.0%
Value ($000) $470 Shares 2,570 Est. Cost $181.30 Unrealized +14.9%
IXN ISHARES TR 0.0%
Value ($000) $462 Shares 5,448 Est. Cost $57.01 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $462 Shares 13,347 Est. Cost $23.96 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $451 Shares 1,557 Est. Cost $137.79 Unrealized +118.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $451 Shares 1,963 Est. Cost $221.12 Unrealized +10.3%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $444 Shares 25,095 Est. Cost $20.16 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $441 Shares 1,054 Est. Cost $379.83 Unrealized +18.1%
AMGN AMGEN INC 0.0%
Value ($000) $435 Shares 1,670 Est. Cost $204.51 Unrealized +39.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $428 Shares 2,218 Est. Cost $163.62 Unrealized +15.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $427 Shares 1,062 Est. Cost $250.11 Unrealized +85.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $419 Shares 1,164 Est. Cost $306.65 Unrealized +19.5%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $415 Shares 1,811 Est. Cost $199.50 Unrealized +13.5%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $413 Shares 23,324 Est. Cost $17.71 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $409 Shares 12,285 Est. Cost $30.28 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $408 Shares 3,944 Est. Cost $64.61 Unrealized +64.7%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $407 Shares 82 Est. Cost $3787.41 Unrealized +25.8%
T AT&T INC 0.0%
Value ($000) $405 Shares 17,803 Est. Cost $15.51 Unrealized +38.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $403 Shares 1,832 Est. Cost $136.78 Unrealized +58.1%
IVW ISHARES TR 0.0%
Value ($000) $400 Shares 3,944 Est. Cost $95.65 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $389 Shares 801 Est. Cost $333.06 Unrealized +56.9%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $389 Shares 5,379 Est. Cost $74.98 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $384 Shares 5,073 Est. Cost $58.25 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $384 Shares 13,841 Est. Cost $39.47 Unrealized
REET ISHARES TR 0.0%
Value ($000) $383 Shares 15,995 Est. Cost $23.47 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $379 Shares 539 Est. Cost $372.41 Unrealized +116.1%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $378 Shares 179 Est. Cost $1145.50 Unrealized +82.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $376 Shares 1,770 Est. Cost $187.43 Unrealized +16.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $375 Shares 1,280 Est. Cost $217.67 Unrealized +32.3%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $370 Shares 13,546 Est. Cost $36.91 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $369 Shares 2,871 Est. Cost $80.70 Unrealized +86.6%
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $361 Shares 4,230 Est. Cost $74.13 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $360 Shares 6,019 Est. Cost $59.21 Unrealized +7.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $353 Shares 1,833 Est. Cost $162.91 Unrealized +16.5%
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $352 Shares 6,068 Est. Cost $58.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $352 Shares 1,212 Est. Cost $230.03 Unrealized +32.2%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $351 Shares 12,817 Est. Cost $16.44 Unrealized +51.4%
ESGU ISHARES TR 0.0%
Value ($000) $343 Shares 2,665 Est. Cost $128.84 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $338 Shares 9,002 Est. Cost $38.98 Unrealized +2.6%
IWF ISHARES TR 0.0%
Value ($000) $325 Shares 810 Est. Cost $227.62 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $325 Shares 1,218 Est. Cost $266.74 Unrealized
DE DEERE & CO 0.0%
Value ($000) $324 Shares 766 Est. Cost $413.99 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $324 Shares 6,601 Est. Cost $53.65 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $323 Shares 2,676 Est. Cost $80.02 Unrealized +47.1%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $316 Shares 3,874 Est. Cost $81.58 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $314 Shares 1,589 Est. Cost $197.49 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $313 Shares 2,229 Est. Cost $115.13 Unrealized +19.3%
MPC MARATHON PETE CORP 0.0%
Value ($000) $312 Shares 2,240 Est. Cost $95.14 Unrealized +56.4%
USB US BANCORP DEL 0.0%
Value ($000) $304 Shares 6,365 Est. Cost $40.88 Unrealized +14.1%
CME CME GROUP INC 0.0%
Value ($000) $301 Shares 1,294 Est. Cost $172.13 Unrealized +27.6%
PCGG LITMAN GREGORY FDS TR 0.0%
Value ($000) $300 Shares 25,477 Est. Cost $11.78 Unrealized
NKE NIKE INC 0.0%
Value ($000) $298 Shares 3,941 Est. Cost $112.91 Unrealized -32.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $298 Shares 3,227 Est. Cost $75.66 Unrealized +15.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $296 Shares 428 Est. Cost $795.76 Unrealized
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $294 Shares 5,740 Est. Cost $51.25 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $294 Shares 5,544 Est. Cost $53.05 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $294 Shares 5,198 Est. Cost $51.28 Unrealized +2.5%
CSL CARLISLE COS INC 0.0%
Value ($000) $292 Shares 792 Est. Cost $240.47 Unrealized +78.5%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $291 Shares 4,812 Est. Cost $40.53 Unrealized +43.9%
CB CHUBB LIMITED 0.0%
Value ($000) $290 Shares 1,051 Est. Cost $222.72 Unrealized +26.3%
IYW ISHARES TR 0.0%
Value ($000) $288 Shares 1,805 Est. Cost $159.53 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $285 Shares 2,261 Est. Cost $160.18 Unrealized -23.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $283 Shares 397 Est. Cost $653.44 Unrealized +27.7%
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $279 Shares 25,218 Est. Cost $16.13 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $279 Shares 263 Est. Cost $202.58 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $269 Shares 3,371 Est. Cost $73.90 Unrealized +13.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $269 Shares 2,913 Est. Cost $76.66 Unrealized +21.5%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $267 Shares 723 Est. Cost $451.16 Unrealized -9.3%
NVS NOVARTIS AG 0.0%
Value ($000) $266 Shares 2,733 Est. Cost $92.71 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $266 Shares 3,652 Est. Cost $62.43 Unrealized +17.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $262 Shares 5,018 Est. Cost $46.21 Unrealized +5.6%
MS MORGAN STANLEY 0.0%
Value ($000) $259 Shares 2,062 Est. Cost $119.51 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $259 Shares 3,679 Est. Cost $42.92 Unrealized +52.3%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $258 Shares 485 Est. Cost $393.02 Unrealized +33.9%
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $258 Shares 10,511 Est. Cost $18.85 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $257 Shares 4,528 Est. Cost $42.75 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $257 Shares 451 Est. Cost $444.46 Unrealized
XJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $254 Shares 7,165 Est. Cost $30.15 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $253 Shares 890 Est. Cost $237.16 Unrealized +21.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $252 Shares 1,142 Est. Cost $223.42 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $251 Shares 1,796 Est. Cost $93.76 Unrealized +75.9%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $251 Shares 929 Est. Cost $173.65 Unrealized +64.1%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $248 Shares 2,248 Est. Cost $102.84 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $244 Shares 2,004 Est. Cost $122.55 Unrealized 0.0%
MTB M & T BK CORP 0.0%
Value ($000) $244 Shares 1,296 Est. Cost $159.72 Unrealized +20.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $243 Shares 1,157 Est. Cost $176.91 Unrealized +32.6%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $243 Shares 1,979 Est. Cost $123.14 Unrealized +4.9%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $242 Shares 1,204 Est. Cost $173.90 Unrealized +17.5%
NUE NUCOR CORP 0.0%
Value ($000) $241 Shares 2,065 Est. Cost $111.72 Unrealized +26.1%
SMMD ISHARES TR 0.0%
Value ($000) $241 Shares 3,538 Est. Cost $68.00 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $241 Shares 871 Est. Cost $322.15 Unrealized -3.3%
GM GENERAL MTRS CO 0.0%
Value ($000) $238 Shares 4,469 Est. Cost $51.75 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $234 Shares 1,182 Est. Cost $160.81 Unrealized
ISCB ISHARES TR 0.0%
Value ($000) $233 Shares 3,972 Est. Cost $56.21 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $233 Shares 680 Est. Cost $332.51 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $232 Shares 2,598 Est. Cost $79.56 Unrealized +10.7%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $232 Shares 3,133 Est. Cost $73.82 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $232 Shares 369 Est. Cost $559.03 Unrealized +13.5%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $229 Shares 5,513 Est. Cost $59.25 Unrealized
PHM PULTE GROUP INC 0.0%
Value ($000) $229 Shares 2,103 Est. Cost $126.47 Unrealized +1.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $228 Shares 2,673 Est. Cost $67.32 Unrealized +24.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $226 Shares 856 Est. Cost $260.46 Unrealized +8.3%
JSMD JANUS DETROIT STR TR 0.0%
Value ($000) $223 Shares 2,966 Est. Cost $72.60 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $221 Shares 3,781 Est. Cost $53.94 Unrealized +7.3%
CDW CDW CORP 0.0%
Value ($000) $220 Shares 1,262 Est. Cost $175.75 Unrealized +8.6%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $219 Shares 9,628 Est. Cost $30.93 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $218 Shares 11,775 Est. Cost $27.59 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $215 Shares 12,323 Est. Cost $14.38 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $209 Shares 453 Est. Cost $468.46 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $209 Shares 1,252 Est. Cost $160.27 Unrealized +10.5%
ZTS ZOETIS INC 0.0%
Value ($000) $209 Shares 1,281 Est. Cost $180.37 Unrealized -2.2%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $207 Shares 2,404 Est. Cost $86.02 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $206 Shares 414 Est. Cost $503.12 Unrealized 0.0%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $206 Shares 9,055 Est. Cost $22.74 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $203 Shares 802 Est. Cost $257.33 Unrealized 0.0%
EME EMCOR GROUP INC 0.0%
Value ($000) $202 Shares 445 Est. Cost $472.15 Unrealized 0.0%
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $197 Shares 5,140 Est. Cost $38.37 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $191 Shares 3,016 Est. Cost $40.31 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $185 Shares 2,066 Est. Cost $88.88 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $178 Shares 2,201 Est. Cost $66.09 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $173 Shares 822 Est. Cost $210.10 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $171 Shares 1,293 Est. Cost $131.32 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $170 Shares 7,000 Est. Cost $21.29 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $163 Shares 1,127 Est. Cost $144.63 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $158 Shares 7,030 Est. Cost $20.11 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $156 Shares 1,615 Est. Cost $97.48 Unrealized
ROIV ROIVANT SCIENCES LTD 0.0%
Value ($000) $153 Shares 12,923 Est. Cost $11.82 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $130 Shares 4,652 Est. Cost $40.20 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $126 Shares 3,135 Est. Cost $56.95 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $123 Shares 14,608 Est. Cost $8.42 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $122 Shares 553 Est. Cost $213.97 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $119 Shares 622 Est. Cost $187.53 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $117 Shares 1,180 Est. Cost $99.90 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $117 Shares 1,500 Est. Cost $77.81 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $116 Shares 2,520 Est. Cost $38.32 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $115 Shares 4,332 Est. Cost $25.72 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $114 Shares 2,434 Est. Cost $47.09 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $112 Shares 1,013 Est. Cost $88.20 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $104 Shares 1,407 Est. Cost $62.02 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $104 Shares 1,331 Est. Cost $62.95 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $103 Shares 1,747 Est. Cost $45.12 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $102 Shares 2,487 Est. Cost $31.77 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $99 Shares 2,215 Est. Cost $37.94 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $99 Shares 880 Est. Cost $108.70 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $98 Shares 2,807 Est. Cost $31.61 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $97 Shares 4,350 Est. Cost $22.37 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $91 Shares 30,000 Est. Cost $3.02 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $90 Shares 900 Est. Cost $151.26 Unrealized
STRV EA SERIES TRUST 0.0%
Value ($000) $89 Shares 2,361 Est. Cost $37.09 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $83 Shares 640 Est. Cost $123.33 Unrealized
PCIG LITMAN GREGORY FDS TR 0.0%
Value ($000) $81 Shares 8,880 Est. Cost $9.13 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $81 Shares 279 Est. Cost $285.71 Unrealized
STXI EA SERIES TRUST 0.0%
Value ($000) $80 Shares 3,249 Est. Cost $24.62 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $77 Shares 500 Est. Cost $96.67 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $73 Shares 531 Est. Cost $133.15 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $67 Shares 772 Est. Cost $93.45 Unrealized
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $67 Shares 1,043 Est. Cost $64.05 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $66 Shares 1,375 Est. Cost $39.76 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $48.43 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $64 Shares 526 Est. Cost $79.85 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $63 Shares 831 Est. Cost $75.61 Unrealized
BDVG LITMAN GREGORY FDS TR 0.0%
Value ($000) $62 Shares 5,410 Est. Cost $11.46 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $62 Shares 704 Est. Cost $73.84 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $56 Shares 2,485 Est. Cost $22.72 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $56 Shares 196 Est. Cost $226.14 Unrealized
STXT EA SERIES TRUST 0.0%
Value ($000) $54 Shares 2,713 Est. Cost $20.78 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $52 Shares 209 Est. Cost $229.52 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $52 Shares 858 Est. Cost $54.61 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $50 Shares 44,399 Est. Cost $1.48 Unrealized -42.5%
IBB ISHARES TR 0.0%
Value ($000) $49 Shares 372 Est. Cost $122.43 Unrealized
STXD EA SERIES TRUST 0.0%
Value ($000) $44 Shares 1,355 Est. Cost $33.34 Unrealized
IDUB ETF SER SOLUTIONS 0.0%
Value ($000) $44 Shares 2,199 Est. Cost $20.95 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $43 Shares 750 Est. Cost $57.29 Unrealized
EFIV SPDR SER TR 0.0%
Value ($000) $43 Shares 760 Est. Cost $42.91 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $43 Shares 537 Est. Cost $60.59 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $43 Shares 329 Est. Cost $107.79 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $42 Shares 1,253 Est. Cost $33.39 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $42 Shares 164 Est. Cost $237.96 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $42 Shares 2,572 Est. Cost $15.13 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $40 Shares 924 Est. Cost $38.64 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $40 Shares 158 Est. Cost $240.38 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $40 Shares 825 Est. Cost $49.25 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $40 Shares 10,653 Est. Cost $4.15 Unrealized 0.0%
LEGR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $39 Shares 850 Est. Cost $43.43 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $38 Shares 1,074 Est. Cost $34.50 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 419 Est. Cost $90.98 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $37 Shares 473 Est. Cost $74.01 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $37 Shares 1,593 Est. Cost $23.08 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $37 Shares 1,571 Est. Cost $23.32 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $35 Shares 412 Est. Cost $67.97 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $35 Shares 142 Est. Cost $200.71 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $33 Shares 138 Est. Cost $175.98 Unrealized
IOO ISHARES TR 0.0%
Value ($000) $32 Shares 316 Est. Cost $90.75 Unrealized
WTPI WISDOMTREE TR 0.0%
Value ($000) $31 Shares 950 Est. Cost $33.24 Unrealized
PTBD PACER FDS TR 0.0%
Value ($000) $31 Shares 1,548 Est. Cost $25.56 Unrealized
EMCB WISDOMTREE TR 0.0%
Value ($000) $31 Shares 475 Est. Cost $61.05 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $30 Shares 392 Est. Cost $76.03 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $29 Shares 859 Est. Cost $34.13 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $29 Shares 322 Est. Cost $80.89 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $28 Shares 2,400 Est. Cost $12.08 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $27 Shares 452 Est. Cost $60.35 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 1,044 Est. Cost $38.14 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 557 Est. Cost $38.95 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $27 Shares 252 Est. Cost $105.48 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $26 Shares 326 Est. Cost $63.26 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $26 Shares 289 Est. Cost $89.29 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $24 Shares 147 Est. Cost $143.52 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $24 Shares 203 Est. Cost $114.93 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $23 Shares 167 Est. Cost $139.35 Unrealized
RIGS ALPS ETF TR 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $22.71 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $22 Shares 924 Est. Cost $23.68 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $21 Shares 817 Est. Cost $26.75 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $21 Shares 597 Est. Cost $34.75 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $21 Shares 478 Est. Cost $41.62 Unrealized
EVX VANECK ETF TRUST 0.0%
Value ($000) $21 Shares 120 Est. Cost $145.53 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $20 Shares 250 Est. Cost $47.97 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $20 Shares 97 Est. Cost $206.92 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $20 Shares 663 Est. Cost $42.98 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 82 Est. Cost $186.73 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $19 Shares 100 Est. Cost $188.13 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $19 Shares 1,029 Est. Cost $18.46 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 400 Est. Cost $44.59 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $18 Shares 283 Est. Cost $54.37 Unrealized
QDPL PACER FDS TR 0.0%
Value ($000) $18 Shares 475 Est. Cost $37.96 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $18 Shares 1,559 Est. Cost $16.92 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 63 Est. Cost $281.45 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $17 Shares 290 Est. Cost $58.18 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 103 Est. Cost $145.18 Unrealized
EUDG WISDOMTREE TR 0.0%
Value ($000) $17 Shares 559 Est. Cost $26.83 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $17 Shares 100 Est. Cost $114.75 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $15 Shares 481 Est. Cost $25.50 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $100.00 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $14 Shares 641 Est. Cost $22.06 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 616 Est. Cost $21.10 Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value ($000) $13 Shares 289 Est. Cost $43.52 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $12 Shares 387 Est. Cost $32.90 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $12 Shares 471 Est. Cost $24.70 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $12 Shares 276 Est. Cost $42.04 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 100 Est. Cost $100.00 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 460 Est. Cost $24.86 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 368 Est. Cost $30.10 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 334 Est. Cost $31.61 Unrealized
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 523 Est. Cost $21.75 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 369 Est. Cost $29.05 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 356 Est. Cost $29.70 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $10 Shares 436 Est. Cost $23.03 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 441 Est. Cost $22.70 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $10 Shares 192 Est. Cost $41.67 Unrealized
BSJS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 450 Est. Cost $22.16 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 276 Est. Cost $33.45 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $10 Shares 104 Est. Cost $95.34 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $9 Shares 268 Est. Cost $32.35 Unrealized
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 341 Est. Cost $27.50 Unrealized
IGEB ISHARES TR 0.0%
Value ($000) $8 Shares 188 Est. Cost $44.36 Unrealized
FVC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $7 Shares 200 Est. Cost $37.80 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $7 Shares 270 Est. Cost $28.39 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 261 Est. Cost $28.83 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $7 Shares 59 Est. Cost $67.80 Unrealized
XT ISHARES TR 0.0%
Value ($000) $7 Shares 111 Est. Cost $58.83 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 81 Est. Cost $81.25 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 189 Est. Cost $33.61 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 154 Est. Cost $49.28 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $6 Shares 104 Est. Cost $58.56 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $6 Shares 86 Est. Cost $70.60 Unrealized
KIE SPDR SER TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.52 Unrealized
SDOG ALPS ETF TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $5 Shares 80 Est. Cost $127.80 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5 Shares 64 Est. Cost $81.03 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 51 Est. Cost $54.19 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $5 Shares 66 Est. Cost $73.72 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 23 Est. Cost $204.15 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 106 Est. Cost $42.89 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 57 Est. Cost $71.27 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 121 Est. Cost $34.14 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 18 Est. Cost $184.45 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $4 Shares 30 Est. Cost $100.00 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $4 Shares 35 Est. Cost $95.68 Unrealized
HYDB ISHARES TR 0.0%
Value ($000) $4 Shares 78 Est. Cost $47.01 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 138 Est. Cost $25.83 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 26 Est. Cost $105.33 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 23 Est. Cost $86.96 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $3 Shares 144 Est. Cost $23.47 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 290 Est. Cost $19.71 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 74 Est. Cost $42.22 Unrealized
OUSA ALPS ETF TR 0.0%
Value ($000) $3 Shares 55 Est. Cost $40.00 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 37 Est. Cost $64.71 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $3 Shares 20 Est. Cost $139.18 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $2 Shares 23 Est. Cost $100.61 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.18 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 101 Est. Cost $21.06 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $2 Shares 73 Est. Cost $26.71 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $2 Shares 36 Est. Cost $50.28 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 32 Est. Cost $31.25 Unrealized
IFV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 90 Est. Cost $16.60 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 30 Est. Cost $44.44 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.73 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $85.00 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 40 Est. Cost $32.52 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 58 Est. Cost $21.07 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.00 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.03 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $88.57 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $352.22 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $86.86 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 10 Est. Cost $58.60 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $67.13 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 2 Est. Cost $161.94 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.29 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.03 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $22.08 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 5 Est. Cost $40.51 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.50 Unrealized
IVAL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.75 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.60 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $24.33 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $108.65 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $19.67 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.00 Unrealized