MTM Investment Management, LLC Diversified Active

CIK: 0001831416 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 1, 2025

Total Value ($000): $258,675 (100.0% shares, 0.0% debt)

Holdings (280)

AAPL APPLE INC 4.2%
Value ($000) $10,773 Shares 48,267 Est. Cost $117.01 Unrealized +97.2%
LOW LOWES COS INC 4.0%
Value ($000) $10,354 Shares 44,245 Est. Cost $149.89 Unrealized +61.5%
LLY ELI LILLY & CO 3.0%
Value ($000) $7,774 Shares 9,655 Est. Cost $142.60 Unrealized +479.7%
KMI KINDER MORGAN INC DEL 3.0%
Value ($000) $7,658 Shares 267,474 Est. Cost $12.26 Unrealized +117.8%
JPM JPMORGAN CHASE & CO. 2.7%
Value ($000) $6,917 Shares 28,389 Est. Cost $100.82 Unrealized +148.9%
TCAF T ROWE PRICE ETF INC 2.7%
Value ($000) $6,904 Shares 213,093 Est. Cost $27.56 Unrealized
MCK MCKESSON CORP 2.6%
Value ($000) $6,777 Shares 10,060 Est. Cost $161.42 Unrealized +281.5%
MSFT MICROSOFT CORP 2.6%
Value ($000) $6,773 Shares 17,722 Est. Cost $212.57 Unrealized +90.6%
DIVO AMPLIFY ETF TR 2.5%
Value ($000) $6,579 Shares 161,570 Est. Cost $36.69 Unrealized
CVX CHEVRON CORP NEW 1.9%
Value ($000) $4,951 Shares 29,381 Est. Cost $76.18 Unrealized +97.5%
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $4,693 Shares 8,366 Est. Cost $383.88 Unrealized
IWF ISHARES TR 1.7%
Value ($000) $4,482 Shares 12,319 Est. Cost $223.72 Unrealized
CBSH COMMERCE BANCSHARES INC 1.6%
Value ($000) $4,162 Shares 66,966 Est. Cost $49.59 Unrealized +20.7%
SO SOUTHERN CO 1.6%
Value ($000) $4,035 Shares 43,941 Est. Cost $49.59 Unrealized +69.7%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $3,868 Shares 4,052 Est. Cost $352.70 Unrealized +175.2%
KO COCA COLA CO 1.4%
Value ($000) $3,637 Shares 50,612 Est. Cost $44.26 Unrealized +46.8%
PDP INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $3,256 Shares 32,406 Est. Cost $87.75 Unrealized
XOM EXXON MOBIL CORP 1.3%
Value ($000) $3,237 Shares 27,192 Est. Cost $30.36 Unrealized +253.1%
FYX FIRST TR SML CP CORE ALPHA F 1.2%
Value ($000) $3,083 Shares 33,994 Est. Cost $89.75 Unrealized
XLV SELECT SECTOR SPDR TR 1.2%
Value ($000) $3,064 Shares 21,373 Est. Cost $117.71 Unrealized
MSTR MICROSTRATEGY INC 1.2%
Value ($000) $2,996 Shares 9,789 Est. Cost $134.49 Unrealized +136.1%
AVGO BROADCOM INC 1.1%
Value ($000) $2,959 Shares 17,560 Est. Cost $146.79 Unrealized +42.9%
FISV FISERV INC 1.1%
Value ($000) $2,958 Shares 13,324 Est. Cost $97.17 Unrealized +125.3%
WMT WALMART INC 1.0%
Value ($000) $2,709 Shares 30,493 Est. Cost $52.43 Unrealized +77.3%
QTEC FIRST TR NASDAQ 100 TECH IND 1.0%
Value ($000) $2,625 Shares 15,033 Est. Cost $138.06 Unrealized
HD HOME DEPOT INC 0.9%
Value ($000) $2,360 Shares 6,458 Est. Cost $256.93 Unrealized +48.2%
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $2,132 Shares 12,293 Est. Cost $146.19 Unrealized
TJX TJX COS INC NEW 0.8%
Value ($000) $2,118 Shares 17,262 Est. Cost $60.56 Unrealized +98.3%
BAC BANK AMERICA CORP 0.8%
Value ($000) $2,073 Shares 49,966 Est. Cost $23.75 Unrealized +83.6%
CSX CSX CORP 0.8%
Value ($000) $2,041 Shares 69,090 Est. Cost $29.58 Unrealized +5.8%
NSC NORFOLK SOUTHN CORP 0.8%
Value ($000) $2,033 Shares 8,592 Est. Cost $204.75 Unrealized +16.9%
RDVY FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $2,005 Shares 34,110 Est. Cost $44.35 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $1,994 Shares 14,971 Est. Cost $111.84 Unrealized
XLK SELECT SECTOR SPDR TR 0.8%
Value ($000) $1,966 Shares 9,453 Est. Cost $130.95 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,940 Shares 8,660 Est. Cost $212.24 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,906 Shares 38,317 Est. Cost $30.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,880 Shares 3,528 Est. Cost $339.92 Unrealized +43.0%
AMZN AMAZON COM INC 0.7%
Value ($000) $1,825 Shares 9,496 Est. Cost $124.57 Unrealized +74.2%
FXR FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,803 Shares 25,730 Est. Cost $51.18 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $1,718 Shares 8,050 Est. Cost $180.19 Unrealized +10.1%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,637 Shares 10,683 Est. Cost $128.70 Unrealized +18.5%
UNP UNION PAC CORP 0.6%
Value ($000) $1,605 Shares 6,767 Est. Cost $192.12 Unrealized +22.6%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $1,600 Shares 13,215 Est. Cost $79.15 Unrealized +39.7%
COWZ PACER FDS TR 0.6%
Value ($000) $1,570 Shares 28,756 Est. Cost $48.10 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,455 Shares 19,709 Est. Cost $48.99 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $1,443 Shares 24,238 Est. Cost $50.45 Unrealized +10.0%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,416 Shares 8,301 Est. Cost $125.78 Unrealized +30.3%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,404 Shares 8,878 Est. Cost $60.35 Unrealized +127.0%
WMB WILLIAMS COS INC 0.5%
Value ($000) $1,378 Shares 22,756 Est. Cost $18.11 Unrealized +206.1%
FNY FIRST TR EXCHANGE-TRADED ALP 0.5%
Value ($000) $1,355 Shares 18,000 Est. Cost $65.72 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,314 Shares 63,130 Est. Cost $20.04 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $1,313 Shares 5,617 Est. Cost $110.48 Unrealized +97.7%
SDVD FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $1,303 Shares 65,055 Est. Cost $21.59 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $1,266 Shares 4,575 Est. Cost $146.58 Unrealized +110.5%
DKS DICKS SPORTING GOODS INC 0.5%
Value ($000) $1,264 Shares 6,125 Est. Cost $173.75 Unrealized +25.6%
GE GE AEROSPACE 0.5%
Value ($000) $1,245 Shares 6,111 Est. Cost $62.24 Unrealized +214.5%
ABNB AIRBNB INC 0.5%
Value ($000) $1,245 Shares 10,277 Est. Cost $131.12 Unrealized +2.2%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,191 Shares 2,308 Est. Cost $510.00 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,181 Shares 49,662 Est. Cost $22.21 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,174 Shares 13,481 Est. Cost $77.00 Unrealized +17.0%
PEP PEPSICO INC 0.4%
Value ($000) $1,148 Shares 7,673 Est. Cost $125.05 Unrealized +14.7%
FYC FIRST TR EXCHANGE-TRADED ALP 0.4%
Value ($000) $1,140 Shares 16,503 Est. Cost $62.78 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,125 Shares 6,322 Est. Cost $138.01 Unrealized +32.0%
ENB ENBRIDGE INC 0.4%
Value ($000) $1,104 Shares 24,763 Est. Cost $23.17 Unrealized +78.6%
V VISA INC 0.4%
Value ($000) $1,086 Shares 3,135 Est. Cost $215.22 Unrealized +56.3%
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,085 Shares 18,137 Est. Cost $60.03 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,084 Shares 26,395 Est. Cost $30.77 Unrealized
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $1,075 Shares 4,901 Est. Cost $197.58 Unrealized -4.1%
WFC WELLS FARGO CO NEW 0.4%
Value ($000) $1,054 Shares 14,776 Est. Cost $41.03 Unrealized +79.6%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,034 Shares 3,822 Est. Cost $104.90 Unrealized +178.8%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,013 Shares 13,558 Est. Cost $56.23 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,011 Shares 9,180 Est. Cost $97.25 Unrealized +30.3%
GOOG ALPHABET INC 0.4%
Value ($000) $998 Shares 6,278 Est. Cost $112.53 Unrealized +62.1%
ABBV ABBVIE INC 0.4%
Value ($000) $978 Shares 4,744 Est. Cost $80.33 Unrealized +135.8%
FIW FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $967 Shares 9,580 Est. Cost $72.17 Unrealized
MO ALTRIA GROUP INC 0.4%
Value ($000) $957 Shares 16,278 Est. Cost $26.69 Unrealized +91.2%
VRSK VERISK ANALYTICS INC 0.4%
Value ($000) $946 Shares 3,168 Est. Cost $188.09 Unrealized +52.2%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $911 Shares 3,638 Est. Cost $99.60 Unrealized +140.4%
CSCO CISCO SYS INC 0.4%
Value ($000) $907 Shares 14,681 Est. Cost $37.60 Unrealized +59.8%
GRBK GREEN BRICK PARTNERS INC 0.3%
Value ($000) $874 Shares 14,887 Est. Cost $59.11 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $867 Shares 10,597 Est. Cost $67.44 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $859 Shares 9,165 Est. Cost $114.30 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $850 Shares 10,150 Est. Cost $75.52 Unrealized +9.3%
EQT EQT CORP 0.3%
Value ($000) $843 Shares 15,652 Est. Cost $41.46 Unrealized +21.9%
ABT ABBOTT LABS 0.3%
Value ($000) $814 Shares 6,181 Est. Cost $99.27 Unrealized +26.4%
EFA ISHARES TR 0.3%
Value ($000) $784 Shares 9,584 Est. Cost $72.83 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $782 Shares 17,233 Est. Cost $43.19 Unrealized -8.4%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $768 Shares 4,454 Est. Cost $165.48 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $745 Shares 14,596 Est. Cost $50.08 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $743 Shares 4,331 Est. Cost $118.43 Unrealized +36.9%
BLK BLACKROCK INC 0.3%
Value ($000) $742 Shares 786 Est. Cost $991.05 Unrealized -2.9%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value ($000) $734 Shares 21,459 Est. Cost $24.03 Unrealized
PRK PARK NATL CORP 0.3%
Value ($000) $721 Shares 4,735 Est. Cost $98.20 Unrealized +67.1%
GLD SPDR GOLD TR 0.3%
Value ($000) $697 Shares 2,424 Est. Cost $178.04 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $678 Shares 7,564 Est. Cost $75.06 Unrealized
LNC LINCOLN NATL CORP IND 0.3%
Value ($000) $670 Shares 18,612 Est. Cost $32.91 Unrealized +2.6%
ZTS ZOETIS INC 0.3%
Value ($000) $660 Shares 4,076 Est. Cost $152.44 Unrealized +7.9%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $652 Shares 25,462 Est. Cost $23.70 Unrealized
CVS CVS HEALTH CORP 0.3%
Value ($000) $649 Shares 9,541 Est. Cost $85.91 Unrealized -32.5%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $613 Shares 1,297 Est. Cost $415.13 Unrealized
KRP KIMBELL RTY PARTNERS LP 0.2%
Value ($000) $611 Shares 43,003 Est. Cost $7.90 Unrealized
IHDG WISDOMTREE TR 0.2%
Value ($000) $597 Shares 13,729 Est. Cost $40.66 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $588 Shares 13,190 Est. Cost $35.08 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $585 Shares 4,375 Est. Cost $65.12 Unrealized +98.7%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $584 Shares 5,772 Est. Cost $37.72 Unrealized +166.9%
CR CRANE COMPANY 0.2%
Value ($000) $571 Shares 3,685 Est. Cost $97.79 Unrealized +63.3%
MMM 3M CO 0.2%
Value ($000) $565 Shares 3,826 Est. Cost $117.52 Unrealized +23.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $562 Shares 11,140 Est. Cost $51.23 Unrealized
IWV ISHARES TR 0.2%
Value ($000) $561 Shares 1,760 Est. Cost $227.74 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $561 Shares 8,488 Est. Cost $140.07 Unrealized -44.5%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $545 Shares 8,055 Est. Cost $50.76 Unrealized +17.7%
FXD FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $544 Shares 9,322 Est. Cost $51.01 Unrealized
USFR WISDOMTREE TR 0.2%
Value ($000) $535 Shares 10,639 Est. Cost $50.24 Unrealized
RGLD ROYAL GOLD INC 0.2%
Value ($000) $520 Shares 3,163 Est. Cost $115.52 Unrealized +27.0%
IBDS ISHARES TR 0.2%
Value ($000) $519 Shares 21,545 Est. Cost $24.11 Unrealized
CCI CROWN CASTLE INC 0.2%
Value ($000) $518 Shares 4,956 Est. Cost $130.31 Unrealized -31.6%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $516 Shares 2,337 Est. Cost $167.74 Unrealized +24.9%
AYI ACUITY INC 0.2%
Value ($000) $513 Shares 1,947 Est. Cost $105.69 Unrealized +185.4%
MTUM ISHARES TR 0.2%
Value ($000) $513 Shares 2,522 Est. Cost $187.35 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $507 Shares 1,958 Est. Cost $227.57 Unrealized +20.6%
GEV GE VERNOVA INC 0.2%
Value ($000) $495 Shares 1,567 Est. Cost $158.10 Unrealized +120.2%
HIG HARTFORD INSURANCE GROUP INC 0.2%
Value ($000) $492 Shares 3,955 Est. Cost $65.03 Unrealized +73.6%
QQQE DIREXION SHS ETF TR 0.2%
Value ($000) $491 Shares 5,603 Est. Cost $77.12 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $486 Shares 4,323 Est. Cost $55.63 Unrealized +87.1%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $479 Shares 1,402 Est. Cost $143.62 Unrealized +150.0%
DNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $458 Shares 10,895 Est. Cost $41.42 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.2%
Value ($000) $453 Shares 10,497 Est. Cost $29.60 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $452 Shares 2,923 Est. Cost $110.26 Unrealized +29.8%
META META PLATFORMS INC 0.2%
Value ($000) $435 Shares 742 Est. Cost $268.59 Unrealized +139.5%
INTC INTEL CORP 0.2%
Value ($000) $430 Shares 19,509 Est. Cost $43.88 Unrealized -50.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $427 Shares 816 Est. Cost $389.75 Unrealized +28.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $423 Shares 2,694 Est. Cost $109.09 Unrealized +65.6%
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $417 Shares 11,077 Est. Cost $21.00 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $415 Shares 3,337 Est. Cost $49.53 Unrealized +140.8%
DDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $415 Shares 10,570 Est. Cost $40.14 Unrealized
FLRN SPDR SER TR 0.2%
Value ($000) $404 Shares 13,140 Est. Cost $30.48 Unrealized
STE STERIS PLC 0.2%
Value ($000) $401 Shares 1,778 Est. Cost $212.21 Unrealized +3.0%
DE DEERE & CO 0.2%
Value ($000) $396 Shares 828 Est. Cost $397.95 Unrealized +16.0%
DVOL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $381 Shares 10,693 Est. Cost $24.71 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $380 Shares 2,752 Est. Cost $75.05 Unrealized +104.1%
HSY HERSHEY CO 0.1%
Value ($000) $380 Shares 2,237 Est. Cost $173.29 Unrealized -8.1%
TFC TRUIST FINL CORP 0.1%
Value ($000) $379 Shares 9,245 Est. Cost $36.08 Unrealized +18.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $376 Shares 3,415 Est. Cost $66.82 Unrealized +77.8%
SON SONOCO PRODS CO 0.1%
Value ($000) $372 Shares 7,766 Est. Cost $45.27 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $368 Shares 1,778 Est. Cost $115.14 Unrealized +131.6%
FAST FASTENAL CO 0.1%
Value ($000) $363 Shares 4,679 Est. Cost $20.72 Unrealized +77.8%
IWR ISHARES TR 0.1%
Value ($000) $361 Shares 4,229 Est. Cost $77.10 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $356 Shares 1,135 Est. Cost $198.42 Unrealized +47.6%
WELL WELLTOWER INC 0.1%
Value ($000) $355 Shares 2,300 Est. Cost $83.03 Unrealized +69.0%
PFE PFIZER INC 0.1%
Value ($000) $352 Shares 14,325 Est. Cost $28.63 Unrealized -13.7%
FDX FEDEX CORP 0.1%
Value ($000) $347 Shares 1,435 Est. Cost $251.15 Unrealized +1.0%
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $339 Shares 5,700 Est. Cost $76.27 Unrealized
COR CENCORA INC 0.1%
Value ($000) $331 Shares 1,192 Est. Cost $153.47 Unrealized +62.6%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $325 Shares 4,242 Est. Cost $54.93 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $318 Shares 680 Est. Cost $322.30 Unrealized +37.9%
RTX RTX CORPORATION 0.1%
Value ($000) $308 Shares 2,318 Est. Cost $86.83 Unrealized +43.7%
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $306 Shares 626 Est. Cost $300.21 Unrealized +72.8%
SDY SPDR SER TR 0.1%
Value ($000) $305 Shares 2,250 Est. Cost $107.11 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $297 Shares 2,815 Est. Cost $83.19 Unrealized +16.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $292 Shares 4,600 Est. Cost $41.34 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $291 Shares 4,581 Est. Cost $33.76 Unrealized +81.4%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $286 Shares 2,625 Est. Cost $82.07 Unrealized +20.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $286 Shares 2,926 Est. Cost $141.09 Unrealized -24.7%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $265 Shares 2,582 Est. Cost $107.80 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $263 Shares 2,034 Est. Cost $73.31 Unrealized +70.7%
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $260 Shares 1,778 Est. Cost $115.69 Unrealized +36.6%
IVV ISHARES TR 0.1%
Value ($000) $259 Shares 459 Est. Cost $457.04 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $257 Shares 3,350 Est. Cost $66.46 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $257 Shares 1,500 Est. Cost $218.91 Unrealized -11.4%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $255 Shares 1,218 Est. Cost $162.62 Unrealized +16.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $253 Shares 974 Est. Cost $246.64 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $250 Shares 2,710 Est. Cost $140.59 Unrealized -28.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $248 Shares 53 Est. Cost $3508.24 Unrealized +35.4%
DHI D R HORTON INC 0.1%
Value ($000) $248 Shares 1,943 Est. Cost $92.76 Unrealized +43.1%
DLN WISDOMTREE TR 0.1%
Value ($000) $247 Shares 3,122 Est. Cost $91.29 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $246 Shares 6,000 Est. Cost $40.48 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $244 Shares 2,611 Est. Cost $72.10 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 0.1%
Value ($000) $243 Shares 9,038 Est. Cost $26.93 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $242 Shares 6,571 Est. Cost $28.32 Unrealized +15.9%
IWD ISHARES TR 0.1%
Value ($000) $240 Shares 1,280 Est. Cost $148.63 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $240 Shares 1,693 Est. Cost $112.35 Unrealized +43.8%
EXC EXELON CORP 0.1%
Value ($000) $236 Shares 5,148 Est. Cost $40.50 Unrealized 0.0%
DON WISDOMTREE TR 0.1%
Value ($000) $232 Shares 4,676 Est. Cost $34.89 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $231 Shares 1,659 Est. Cost $93.18 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $231 Shares 378 Est. Cost $560.34 Unrealized +15.7%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $229 Shares 3,084 Est. Cost $81.58 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $224 Shares 4,221 Est. Cost $34.30 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $224 Shares 3,629 Est. Cost $58.06 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $223 Shares 726 Est. Cost $306.72 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $220 Shares 2,031 Est. Cost $98.44 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $218 Shares 519 Est. Cost $397.76 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $205 Shares 2,574 Est. Cost $72.48 Unrealized +18.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $201 Shares 1,383 Est. Cost $111.90 Unrealized +48.9%
GPC GENUINE PARTS CO 0.1%
Value ($000) $200 Shares 1,690 Est. Cost $116.83 Unrealized 0.0%
DWAS INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $181 Shares 2,329 Est. Cost $71.70 Unrealized
SGU STAR GROUP L P 0.1%
Value ($000) $161 Shares 12,127 Est. Cost $9.60 Unrealized +30.3%
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $152 Shares 3,098 Est. Cost $51.37 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $150 Shares 14,468 Est. Cost $28.65 Unrealized -60.5%
SAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $148 Shares 6,560 Est. Cost $23.31 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $145 Shares 1,329 Est. Cost $86.57 Unrealized
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $143 Shares 3,670 Est. Cost $37.94 Unrealized
MARKETWISE INC 0.1%
Value ($000) $142 Shares 280,250 Est. Cost $0.87 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $122 Shares 3,200 Est. Cost $32.61 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $119 Shares 2,035 Est. Cost $103.14 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $118 Shares 1,192 Est. Cost $115.51 Unrealized
F FORD MTR CO 0.0%
Value ($000) $114 Shares 11,458 Est. Cost $10.21 Unrealized -9.4%
FAUG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $112 Shares 2,450 Est. Cost $45.69 Unrealized
PROF PROFOUND MED CORP 0.0%
Value ($000) $109 Shares 18,575 Est. Cost $16.57 Unrealized -58.3%
IJR ISHARES TR 0.0%
Value ($000) $101 Shares 964 Est. Cost $95.87 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $97 Shares 1,625 Est. Cost $98.60 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $95 Shares 1,007 Est. Cost $69.40 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $89 Shares 3,000 Est. Cost $29.79 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $85 Shares 600 Est. Cost $85.26 Unrealized
FVC FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $84 Shares 2,388 Est. Cost $31.11 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $82 Shares 1,490 Est. Cost $44.59 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $82 Shares 409 Est. Cost $200.44 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $82 Shares 2,120 Est. Cost $36.02 Unrealized
DDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $79 Shares 2,081 Est. Cost $24.99 Unrealized
IYC ISHARES TR 0.0%
Value ($000) $79 Shares 884 Est. Cost $70.87 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $74 Shares 13,530 Est. Cost $5.38 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $68 Shares 530 Est. Cost $129.32 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $61 Shares 163 Est. Cost $335.91 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $60 Shares 450 Est. Cost $95.56 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $55 Shares 2,085 Est. Cost $26.57 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $54 Shares 1,008 Est. Cost $57.98 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $52 Shares 680 Est. Cost $70.28 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $45 Shares 1,795 Est. Cost $25.24 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $44 Shares 2,192 Est. Cost $19.86 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $40 Shares 1,422 Est. Cost $27.87 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $37 Shares 270 Est. Cost $94.78 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $37 Shares 370 Est. Cost $98.96 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $34 Shares 2,044 Est. Cost $7.81 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $34 Shares 300 Est. Cost $66.23 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $34 Shares 682 Est. Cost $67.17 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $31 Shares 301 Est. Cost $95.93 Unrealized
FYT FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $30 Shares 605 Est. Cost $45.57 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $30 Shares 642 Est. Cost $46.24 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 93 Est. Cost $219.40 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $25 Shares 275 Est. Cost $78.71 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 455 Est. Cost $37.02 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 202 Est. Cost $87.24 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 107 Est. Cost $134.97 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $17 Shares 100 Est. Cost $164.35 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $17 Shares 192 Est. Cost $73.11 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $16 Shares 200 Est. Cost $62.80 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $15 Shares 195 Est. Cost $71.43 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 115 Est. Cost $98.27 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $15 Shares 653 Est. Cost $23.00 Unrealized
FID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $14 Shares 810 Est. Cost $16.10 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $11 Shares 85 Est. Cost $110.34 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $11 Shares 100 Est. Cost $129.59 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $11 Shares 260 Est. Cost $50.00 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $10 Shares 98 Est. Cost $108.31 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $10 Shares 95 Est. Cost $98.63 Unrealized
FTXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $9 Shares 305 Est. Cost $32.79 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $9 Shares 90 Est. Cost $77.78 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 402 Est. Cost $21.61 Unrealized
IFV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8 Shares 406 Est. Cost $21.60 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.58 Unrealized
IYZ ISHARES TR 0.0%
Value ($000) $7 Shares 270 Est. Cost $29.82 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 87 Est. Cost $80.46 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $7 Shares 32 Est. Cost $227.40 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 82 Est. Cost $85.37 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $7 Shares 10,637 Est. Cost $1.33 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $7 Shares 150 Est. Cost $43.37 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $6 Shares 46 Est. Cost $132.28 Unrealized
AIVL WISDOMTREE TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $83.86 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 240 Est. Cost $22.17 Unrealized
ICOW PACER FDS TR 0.0%
Value ($000) $5 Shares 165 Est. Cost $29.73 Unrealized
STEM INC 0.0%
Value ($000) $5 Shares 15,000 Est. Cost $7.13 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 25 Est. Cost $172.58 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 212 Est. Cost $23.48 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 110 Est. Cost $35.19 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $4 Shares 40 Est. Cost $68.70 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 7 Est. Cost $252.86 Unrealized
ENOR ISHARES TR 0.0%
Value ($000) $2 Shares 68 Est. Cost $24.56 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 55 Est. Cost $20.15 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 39 Est. Cost $21.54 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $108.25 Unrealized