Sage Mountain Advisors LLC Diversified Active

CIK: 0001832274 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 2, 2025

Total Value ($000): $1,356,502 (100.0% shares, 0.0% debt)

Holdings (492)

JAAA JANUS DETROIT STR TR 15.7%
Value ($000) $212,815 Shares 4,196,707 Est. Cost $50.22 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 10.4%
Value ($000) $140,964 Shares 2,496,255 Est. Cost $46.70 Unrealized
VTI VANGUARD INDEX FDS 8.1%
Value ($000) $109,239 Shares 397,465 Est. Cost $220.16 Unrealized
QUAL ISHARES TR 7.0%
Value ($000) $95,395 Shares 558,227 Est. Cost $127.78 Unrealized
IQLT ISHARES TR 3.6%
Value ($000) $49,110 Shares 1,237,347 Est. Cost $36.73 Unrealized
VOO VANGUARD INDEX FDS 3.1%
Value ($000) $42,430 Shares 82,564 Est. Cost $348.85 Unrealized
GBDC GOLUB CAP BDC INC 3.1%
Value ($000) $41,575 Shares 2,746,062 Est. Cost $10.93 Unrealized +27.4%
QUS SPDR SER TR 2.2%
Value ($000) $29,964 Shares 191,233 Est. Cost $104.47 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $28,095 Shares 126,480 Est. Cost $158.98 Unrealized +45.2%
MSFT MICROSOFT CORP 1.6%
Value ($000) $21,611 Shares 57,568 Est. Cost $301.44 Unrealized +34.4%
VEA VANGUARD TAX-MANAGED FDS 1.6%
Value ($000) $21,558 Shares 424,128 Est. Cost $48.20 Unrealized
CPRT COPART INC 1.2%
Value ($000) $16,211 Shares 286,463 Est. Cost $39.23 Unrealized +43.5%
VGIT VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $15,908 Shares 267,815 Est. Cost $58.31 Unrealized
JMBS JANUS DETROIT STR TR 1.2%
Value ($000) $15,737 Shares 348,170 Est. Cost $44.37 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $14,806 Shares 136,614 Est. Cost $102.79 Unrealized +23.3%
VXUS VANGUARD STAR FDS 1.0%
Value ($000) $13,149 Shares 211,746 Est. Cost $51.19 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $12,856 Shares 76,785 Est. Cost $150.66 Unrealized +39.3%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $12,015 Shares 48,980 Est. Cost $135.71 Unrealized +84.9%
AMZN AMAZON COM INC 0.9%
Value ($000) $11,775 Shares 61,889 Est. Cost $141.44 Unrealized +53.4%
VGSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $10,613 Shares 180,836 Est. Cost $59.08 Unrealized
VGT VANGUARD WORLD FD 0.8%
Value ($000) $10,428 Shares 19,227 Est. Cost $385.47 Unrealized
VB VANGUARD INDEX FDS 0.7%
Value ($000) $10,074 Shares 45,432 Est. Cost $196.19 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $9,955 Shares 17,273 Est. Cost $393.97 Unrealized +63.3%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $9,865 Shares 17,634 Est. Cost $495.10 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $9,373 Shares 141,283 Est. Cost $44.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $9,150 Shares 17,180 Est. Cost $307.23 Unrealized +58.2%
KBDC KAYNE ANDERSON BDC INC 0.6%
Value ($000) $8,777 Shares 541,109 Est. Cost $14.70 Unrealized +2.2%
BAC BANK AMERICA CORP 0.6%
Value ($000) $7,525 Shares 180,316 Est. Cost $30.86 Unrealized +41.4%
GOOGL ALPHABET INC 0.5%
Value ($000) $6,984 Shares 45,162 Est. Cost $121.78 Unrealized +48.4%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $6,752 Shares 14,400 Est. Cost $463.48 Unrealized
FTNT FORTINET INC 0.5%
Value ($000) $6,637 Shares 68,946 Est. Cost $56.97 Unrealized +77.9%
TSLA TESLA INC 0.5%
Value ($000) $6,371 Shares 24,585 Est. Cost $211.24 Unrealized +57.8%
GOOG ALPHABET INC 0.4%
Value ($000) $5,808 Shares 37,178 Est. Cost $125.58 Unrealized +45.3%
IWB ISHARES TR 0.4%
Value ($000) $5,525 Shares 18,012 Est. Cost $216.88 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $5,516 Shares 249,841 Est. Cost $42.99 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $5,198 Shares 43,709 Est. Cost $90.15 Unrealized +18.9%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $5,105 Shares 19,740 Est. Cost $244.50 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $4,895 Shares 106,366 Est. Cost $63.56 Unrealized
V VISA INC 0.4%
Value ($000) $4,807 Shares 13,716 Est. Cost $226.50 Unrealized +48.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $4,791 Shares 6 Est. Cost $358169.75 Unrealized +103.6%
LLY ELI LILLY & CO 0.3%
Value ($000) $4,712 Shares 5,705 Est. Cost $438.73 Unrealized +88.4%
BIL SPDR SER TR 0.3%
Value ($000) $4,710 Shares 51,345 Est. Cost $91.47 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $4,577 Shares 8,145 Est. Cost $496.26 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $4,227 Shares 40,420 Est. Cost $100.54 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $4,148 Shares 11,488 Est. Cost $259.94 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $4,026 Shares 10,858 Est. Cost $253.35 Unrealized
QEFA SPDR INDEX SHS FDS 0.3%
Value ($000) $3,872 Shares 49,044 Est. Cost $69.18 Unrealized
PINNACLE FINL PARTNERS INC 0.3%
Value ($000) $3,838 Shares 36,198 Est. Cost $55.16 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3,783 Shares 40,772 Est. Cost $72.72 Unrealized
ITOT ISHARES TR 0.3%
Value ($000) $3,571 Shares 29,270 Est. Cost $92.73 Unrealized
UYLD ANGEL OAK FUNDS TRUST 0.3%
Value ($000) $3,410 Shares 66,736 Est. Cost $50.82 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $3,350 Shares 9,142 Est. Cost $324.34 Unrealized +17.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,311 Shares 6,323 Est. Cost $465.92 Unrealized +7.2%
LGLV SPDR SER TR 0.2%
Value ($000) $3,299 Shares 18,958 Est. Cost $142.98 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $3,223 Shares 39,431 Est. Cost $72.89 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $3,138 Shares 18,168 Est. Cost $140.19 Unrealized
WMT WALMART INC 0.2%
Value ($000) $3,058 Shares 34,829 Est. Cost $57.64 Unrealized +61.3%
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $3,008 Shares 49,587 Est. Cost $53.88 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $2,944 Shares 14,052 Est. Cost $133.90 Unrealized +41.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,840 Shares 16,667 Est. Cost $139.79 Unrealized +17.3%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,818 Shares 5,141 Est. Cost $394.16 Unrealized +37.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,721 Shares 16,408 Est. Cost $146.67 Unrealized +3.9%
NFLX NETFLIX INC 0.2%
Value ($000) $2,635 Shares 2,825 Est. Cost $48.53 Unrealized +96.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,569 Shares 2,716 Est. Cost $573.57 Unrealized +69.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $2,552 Shares 41,357 Est. Cost $45.16 Unrealized +33.1%
JBBB JANUS DETROIT STR TR 0.2%
Value ($000) $2,389 Shares 49,092 Est. Cost $48.31 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,298 Shares 25,601 Est. Cost $92.06 Unrealized -2.1%
REFI CHICAGO ATLANTIC REAL ESTATE 0.2%
Value ($000) $2,284 Shares 155,408 Est. Cost $14.92 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,224 Shares 11,523 Est. Cost $192.79 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,155 Shares 86,044 Est. Cost $41.36 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $2,129 Shares 64,523 Est. Cost $31.27 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2,106 Shares 25,517 Est. Cost $70.83 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $2,053 Shares 11,020 Est. Cost $172.76 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $2,025 Shares 12,102 Est. Cost $133.08 Unrealized +13.1%
ABT ABBOTT LABS 0.1%
Value ($000) $2,021 Shares 15,232 Est. Cost $105.87 Unrealized +18.5%
IAU ISHARES GOLD TR 0.1%
Value ($000) $1,927 Shares 32,683 Est. Cost $43.93 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,869 Shares 13,370 Est. Cost $110.98 Unrealized +45.6%
TBIL RBB FD INC 0.1%
Value ($000) $1,816 Shares 36,304 Est. Cost $50.03 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,803 Shares 16,391 Est. Cost $146.46 Unrealized -23.1%
KO COCA COLA CO 0.1%
Value ($000) $1,792 Shares 25,023 Est. Cost $55.78 Unrealized +16.5%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $1,786 Shares 49,050 Est. Cost $34.99 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,746 Shares 7,021 Est. Cost $158.30 Unrealized +51.2%
HYD VANECK ETF TRUST 0.1%
Value ($000) $1,731 Shares 33,820 Est. Cost $51.89 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $1,690 Shares 18,047 Est. Cost $75.93 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,468 Shares 4,705 Est. Cost $312.59 Unrealized +11.8%
AGG ISHARES TR 0.1%
Value ($000) $1,450 Shares 14,654 Est. Cost $98.51 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $1,435 Shares 5,281 Est. Cost $221.77 Unrealized +39.1%
AMGN AMGEN INC 0.1%
Value ($000) $1,435 Shares 4,605 Est. Cost $247.33 Unrealized +16.1%
LIN LINDE PLC 0.1%
Value ($000) $1,420 Shares 3,049 Est. Cost $374.38 Unrealized +18.7%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,419 Shares 5,638 Est. Cost $240.53 Unrealized
SMMV ISHARES TR 0.1%
Value ($000) $1,371 Shares 33,080 Est. Cost $35.69 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,369 Shares 4,381 Est. Cost $251.38 Unrealized +16.5%
SDY SPDR SER TR 0.1%
Value ($000) $1,363 Shares 10,049 Est. Cost $118.04 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $1,333 Shares 8,888 Est. Cost $149.93 Unrealized -4.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1,318 Shares 18,365 Est. Cost $48.94 Unrealized +50.6%
INTF ISHARES TR 0.1%
Value ($000) $1,290 Shares 41,814 Est. Cost $21.16 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $1,267 Shares 1,338 Est. Cost $991.05 Unrealized -2.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,207 Shares 2,427 Est. Cost $556.49 Unrealized -3.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,199 Shares 7,552 Est. Cost $96.44 Unrealized +42.0%
CRM SALESFORCE INC 0.1%
Value ($000) $1,178 Shares 4,390 Est. Cost $213.55 Unrealized +44.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,178 Shares 4,377 Est. Cost $196.96 Unrealized +48.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,169 Shares 6,508 Est. Cost $169.71 Unrealized +7.4%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $1,162 Shares 29,656 Est. Cost $29.52 Unrealized +37.8%
RTX RTX CORPORATION 0.1%
Value ($000) $1,160 Shares 8,757 Est. Cost $98.73 Unrealized +26.4%
T AT&T INC 0.1%
Value ($000) $1,160 Shares 41,005 Est. Cost $17.18 Unrealized +41.8%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $1,137 Shares 858 Est. Cost $407.54 Unrealized +8.8%
GE GE AEROSPACE 0.1%
Value ($000) $1,119 Shares 5,589 Est. Cost $110.04 Unrealized +77.9%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,076 Shares 3,485 Est. Cost $248.49 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1,064 Shares 7,609 Est. Cost $94.23 Unrealized +67.9%
HEFA ISHARES TR 0.1%
Value ($000) $1,058 Shares 29,155 Est. Cost $30.73 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1,058 Shares 4,335 Est. Cost $181.23 Unrealized +23.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,053 Shares 4,975 Est. Cost $180.77 Unrealized +9.8%
NOW SERVICENOW INC 0.1%
Value ($000) $1,052 Shares 1,322 Est. Cost $107.47 Unrealized +79.3%
LOW LOWES COS INC 0.1%
Value ($000) $1,041 Shares 4,464 Est. Cost $207.26 Unrealized +16.8%
UNP UNION PAC CORP 0.1%
Value ($000) $1,021 Shares 4,322 Est. Cost $211.48 Unrealized +11.4%
SMH VANECK ETF TRUST 0.1%
Value ($000) $1,019 Shares 4,819 Est. Cost $247.19 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,014 Shares 3,583 Est. Cost $178.35 Unrealized +37.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,006 Shares 3,052 Est. Cost $275.82 Unrealized +27.6%
WMB WILLIAMS COS INC 0.1%
Value ($000) $992 Shares 16,591 Est. Cost $38.02 Unrealized +45.8%
CARY ANGEL OAK FUNDS TRUST 0.1%
Value ($000) $985 Shares 47,461 Est. Cost $21.19 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $981 Shares 9,549 Est. Cost $106.90 Unrealized +4.0%
IWV ISHARES TR 0.1%
Value ($000) $970 Shares 3,053 Est. Cost $259.31 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $963 Shares 9,172 Est. Cost $93.77 Unrealized +3.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $962 Shares 1,942 Est. Cost $309.42 Unrealized +78.7%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $945 Shares 1,860 Est. Cost $407.40 Unrealized +24.6%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $944 Shares 12,635 Est. Cost $62.40 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $942 Shares 13,288 Est. Cost $67.42 Unrealized +1.8%
FV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $934 Shares 17,034 Est. Cost $45.78 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $929 Shares 10,009 Est. Cost $79.25 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $928 Shares 9,463 Est. Cost $93.00 Unrealized +8.6%
INTU INTUIT 0.1%
Value ($000) $923 Shares 1,504 Est. Cost $506.49 Unrealized +18.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $914 Shares 7,506 Est. Cost $89.58 Unrealized +34.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $912 Shares 24,725 Est. Cost $38.44 Unrealized -8.9%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $905 Shares 18,238 Est. Cost $50.81 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $900 Shares 4,783 Est. Cost $171.35 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $897 Shares 5,405 Est. Cost $181.96 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $882 Shares 5,740 Est. Cost $129.80 Unrealized +23.0%
RY ROYAL BK CDA 0.1%
Value ($000) $878 Shares 7,792 Est. Cost $84.60 Unrealized +39.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $878 Shares 4,527 Est. Cost $188.62 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $874 Shares 1,601 Est. Cost $354.27 Unrealized +66.7%
AZO AUTOZONE INC 0.1%
Value ($000) $873 Shares 229 Est. Cost $2560.43 Unrealized +34.8%
DE DEERE & CO 0.1%
Value ($000) $859 Shares 1,830 Est. Cost $392.05 Unrealized +17.7%
TMUS T-MOBILE US INC 0.1%
Value ($000) $854 Shares 3,200 Est. Cost $161.96 Unrealized +50.1%
ABNB AIRBNB INC 0.1%
Value ($000) $853 Shares 7,142 Est. Cost $119.55 Unrealized +12.1%
ADBE ADOBE INC 0.1%
Value ($000) $846 Shares 2,206 Est. Cost $383.39 Unrealized +11.9%
SO SOUTHERN CO 0.1%
Value ($000) $840 Shares 9,139 Est. Cost $76.33 Unrealized +10.2%
MS MORGAN STANLEY 0.1%
Value ($000) $840 Shares 7,200 Est. Cost $90.00 Unrealized +39.9%
MCK MCKESSON CORP 0.1%
Value ($000) $837 Shares 1,243 Est. Cost $479.30 Unrealized +28.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $831 Shares 18,327 Est. Cost $35.92 Unrealized +10.2%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $831 Shares 5,723 Est. Cost $148.69 Unrealized +12.1%
CB CHUBB LIMITED 0.1%
Value ($000) $819 Shares 2,712 Est. Cost $231.46 Unrealized +19.3%
IWM ISHARES TR 0.1%
Value ($000) $815 Shares 4,087 Est. Cost $198.22 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $798 Shares 173 Est. Cost $3063.88 Unrealized +55.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $791 Shares 4,590 Est. Cost $175.04 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $780 Shares 9,240 Est. Cost $58.25 Unrealized +50.8%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $770 Shares 7,636 Est. Cost $64.37 Unrealized +56.4%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $755 Shares 6,735 Est. Cost $77.60 Unrealized +29.5%
C CITIGROUP INC 0.1%
Value ($000) $750 Shares 10,559 Est. Cost $57.89 Unrealized +28.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $744 Shares 519 Est. Cost $62.23 Unrealized +39.8%
PAYX PAYCHEX INC 0.1%
Value ($000) $742 Shares 4,810 Est. Cost $126.42 Unrealized +13.2%
DHR DANAHER CORPORATION 0.1%
Value ($000) $735 Shares 3,585 Est. Cost $234.95 Unrealized -7.7%
DIS DISNEY WALT CO 0.1%
Value ($000) $731 Shares 7,407 Est. Cost $99.17 Unrealized +7.2%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $725 Shares 11,050 Est. Cost $66.56 Unrealized +1.8%
IEFA ISHARES TR 0.1%
Value ($000) $723 Shares 9,563 Est. Cost $71.89 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $723 Shares 6,234 Est. Cost $110.32 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $722 Shares 14,116 Est. Cost $47.16 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $720 Shares 7,253 Est. Cost $61.64 Unrealized +54.1%
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $713 Shares 13,394 Est. Cost $56.65 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $696 Shares 1,438 Est. Cost $358.78 Unrealized +44.6%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $691 Shares 1,589 Est. Cost $456.12 Unrealized -13.6%
WELL WELLTOWER INC 0.1%
Value ($000) $680 Shares 4,437 Est. Cost $89.01 Unrealized +57.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $677 Shares 2,729 Est. Cost $238.91 Unrealized +4.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $671 Shares 3,931 Est. Cost $161.24 Unrealized +14.7%
GLDM WORLD GOLD TR 0.0%
Value ($000) $670 Shares 10,830 Est. Cost $46.09 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $669 Shares 9,198 Est. Cost $74.98 Unrealized +4.2%
XVV ISHARES TR 0.0%
Value ($000) $665 Shares 15,540 Est. Cost $44.14 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $663 Shares 14,861 Est. Cost $39.21 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $662 Shares 8,461 Est. Cost $63.74 Unrealized +21.9%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $660 Shares 15,143 Est. Cost $37.86 Unrealized +54.9%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $659 Shares 7,578 Est. Cost $60.21 Unrealized +26.5%
PAVE GLOBAL X FDS 0.0%
Value ($000) $654 Shares 17,333 Est. Cost $25.78 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $651 Shares 5,884 Est. Cost $95.23 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $648 Shares 1,740 Est. Cost $277.50 Unrealized +35.9%
SHEL SHELL PLC 0.0%
Value ($000) $638 Shares 8,712 Est. Cost $61.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $635 Shares 1,190 Est. Cost $569.63 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $632 Shares 8,109 Est. Cost $70.12 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $621 Shares 9,852 Est. Cost $61.71 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $614 Shares 36,650 Est. Cost $14.09 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $614 Shares 8,424 Est. Cost $71.37 Unrealized +0.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $605 Shares 2,101 Est. Cost $217.98 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $602 Shares 1,242 Est. Cost $387.27 Unrealized +20.3%
AON AON PLC 0.0%
Value ($000) $599 Shares 1,501 Est. Cost $308.90 Unrealized +23.5%
KLAC KLA CORP 0.0%
Value ($000) $599 Shares 881 Est. Cost $487.91 Unrealized +46.5%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $597 Shares 2,322 Est. Cost $224.02 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $595 Shares 12,720 Est. Cost $49.65 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $593 Shares 1,942 Est. Cost $229.32 Unrealized +28.8%
FISV FISERV INC 0.0%
Value ($000) $588 Shares 2,663 Est. Cost $128.42 Unrealized +70.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $580 Shares 2,507 Est. Cost $186.03 Unrealized +17.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $574 Shares 3,327 Est. Cost $129.66 Unrealized +25.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $573 Shares 1,741 Est. Cost $291.02 Unrealized +1.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $572 Shares 2,630 Est. Cost $190.09 Unrealized -0.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $571 Shares 2,412 Est. Cost $222.91 Unrealized +7.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $568 Shares 6,082 Est. Cost $67.97 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $564 Shares 7,038 Est. Cost $67.59 Unrealized +20.7%
INTC INTEL CORP 0.0%
Value ($000) $557 Shares 24,514 Est. Cost $27.95 Unrealized -21.7%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $556 Shares 402 Est. Cost $890.72 Unrealized +40.1%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $554 Shares 28,000 Est. Cost $27.09 Unrealized
SAP SAP SE 0.0%
Value ($000) $549 Shares 2,046 Est. Cost $137.13 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $541 Shares 4,838 Est. Cost $111.63 Unrealized +0.2%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $533 Shares 6,131 Est. Cost $84.34 Unrealized +13.5%
BA BOEING CO 0.0%
Value ($000) $526 Shares 3,085 Est. Cost $182.34 Unrealized -5.1%
EOG EOG RES INC 0.0%
Value ($000) $523 Shares 4,077 Est. Cost $119.45 Unrealized +4.7%
IJS ISHARES TR 0.0%
Value ($000) $521 Shares 5,344 Est. Cost $101.23 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $519 Shares 2,722 Est. Cost $187.70 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $518 Shares 8,490 Est. Cost $47.14 Unrealized +17.7%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $517 Shares 1,534 Est. Cost $299.18 Unrealized +20.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $514 Shares 3,617 Est. Cost $120.12 Unrealized +8.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $514 Shares 1,151 Est. Cost $447.90 Unrealized +0.1%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $507 Shares 5,936 Est. Cost $60.75 Unrealized +32.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $505 Shares 1,448 Est. Cost $290.69 Unrealized +19.8%
GEV GE VERNOVA INC 0.0%
Value ($000) $504 Shares 1,649 Est. Cost $165.73 Unrealized +110.1%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $502 Shares 1,742 Est. Cost $300.91 Unrealized +5.5%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $500 Shares 3,014 Est. Cost $127.60 Unrealized +30.8%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $495 Shares 18,618 Est. Cost $42.21 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $493 Shares 4,722 Est. Cost $133.76 Unrealized -10.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $491 Shares 7,248 Est. Cost $57.99 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $489 Shares 9,735 Est. Cost $61.15 Unrealized -11.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $483 Shares 8,047 Est. Cost $40.88 Unrealized +24.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $480 Shares 1,628 Est. Cost $269.54 Unrealized +11.4%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $480 Shares 8,196 Est. Cost $50.75 Unrealized +2.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $480 Shares 11,473 Est. Cost $45.91 Unrealized -13.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $469 Shares 3,844 Est. Cost $110.55 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $469 Shares 2,263 Est. Cost $144.20 Unrealized +32.6%
AFL AFLAC INC 0.0%
Value ($000) $463 Shares 4,162 Est. Cost $83.08 Unrealized +25.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $456 Shares 890 Est. Cost $445.00 Unrealized +5.6%
HEZU ISHARES TR 0.0%
Value ($000) $454 Shares 11,639 Est. Cost $35.60 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $452 Shares 8,853 Est. Cost $45.12 Unrealized
SSO PROSHARES TR 0.0%
Value ($000) $451 Shares 5,452 Est. Cost $50.20 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $450 Shares 15,766 Est. Cost $19.39 Unrealized +37.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $448 Shares 2,220 Est. Cost $195.49 Unrealized +8.9%
VTEI VANGUARD MUN BD FDS 0.0%
Value ($000) $446 Shares 4,510 Est. Cost $99.40 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $439 Shares 1,728 Est. Cost $252.00 Unrealized +10.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $432 Shares 9,193 Est. Cost $41.07 Unrealized +18.9%
NEM NEWMONT CORP 0.0%
Value ($000) $429 Shares 8,879 Est. Cost $46.67 Unrealized -7.3%
IEMG ISHARES INC 0.0%
Value ($000) $425 Shares 7,881 Est. Cost $48.73 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $425 Shares 992 Est. Cost $512.27 Unrealized -5.2%
SILA SILA REALTY TRUST INC 0.0%
Value ($000) $423 Shares 15,832 Est. Cost $21.17 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $419 Shares 3,564 Est. Cost $111.43 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $418 Shares 17,416 Est. Cost $20.56 Unrealized +4.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $407 Shares 2,019 Est. Cost $170.04 Unrealized +56.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $407 Shares 5,856 Est. Cost $125.01 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $406 Shares 1,175 Est. Cost $286.69 Unrealized +9.3%
EQIX EQUINIX INC 0.0%
Value ($000) $400 Shares 491 Est. Cost $727.69 Unrealized +21.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $399 Shares 602 Est. Cost $802.70 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $396 Shares 4,727 Est. Cost $47.13 Unrealized +75.2%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $396 Shares 5,503 Est. Cost $62.06 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $392 Shares 15,467 Est. Cost $31.17 Unrealized -20.7%
MMM 3M CO 0.0%
Value ($000) $391 Shares 2,663 Est. Cost $95.03 Unrealized +52.1%
ECL ECOLAB INC 0.0%
Value ($000) $390 Shares 1,538 Est. Cost $185.07 Unrealized +34.9%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $388 Shares 5,013 Est. Cost $102.72 Unrealized -1.3%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $388 Shares 2,630 Est. Cost $129.09 Unrealized 0.0%
SPYG SPDR SER TR 0.0%
Value ($000) $385 Shares 4,788 Est. Cost $72.67 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $382 Shares 10,097 Est. Cost $43.52 Unrealized -13.1%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $381 Shares 4,722 Est. Cost $88.46 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $380 Shares 3,467 Est. Cost $102.13 Unrealized +16.3%
EVRG EVERGY INC 0.0%
Value ($000) $380 Shares 5,509 Est. Cost $59.13 Unrealized +6.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $379 Shares 9,215 Est. Cost $36.50 Unrealized +17.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $377 Shares 1,835 Est. Cost $144.12 Unrealized +61.8%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $367 Shares 1,880 Est. Cost $179.61 Unrealized +2.6%
AYI ACUITY INC 0.0%
Value ($000) $352 Shares 1,338 Est. Cost $311.23 Unrealized -3.1%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $347 Shares 2,518 Est. Cost $108.14 Unrealized +16.4%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $342 Shares 990 Est. Cost $323.49 Unrealized -1.3%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $342 Shares 1,011 Est. Cost $285.13 Unrealized +13.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $340 Shares 3,754 Est. Cost $88.91 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $337 Shares 1,550 Est. Cost $161.16 Unrealized +32.1%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $336 Shares 1,475 Est. Cost $160.64 Unrealized +54.8%
NVS NOVARTIS AG 0.0%
Value ($000) $336 Shares 3,011 Est. Cost $95.90 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $335 Shares 4,875 Est. Cost $56.21 Unrealized +10.5%
UBS UBS GROUP AG 0.0%
Value ($000) $334 Shares 10,910 Est. Cost $27.52 Unrealized +21.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $332 Shares 563 Est. Cost $557.47 Unrealized 0.0%
SHM SPDR SER TR 0.0%
Value ($000) $330 Shares 6,929 Est. Cost $47.60 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $329 Shares 4,478 Est. Cost $69.92 Unrealized
F FORD MTR CO 0.0%
Value ($000) $328 Shares 32,743 Est. Cost $9.24 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $328 Shares 1,235 Est. Cost $219.66 Unrealized +10.4%
HSCZ ISHARES TR 0.0%
Value ($000) $326 Shares 10,137 Est. Cost $29.30 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $325 Shares 535 Est. Cost $363.35 Unrealized +78.5%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $324 Shares 4,095 Est. Cost $76.08 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $323 Shares 1,141 Est. Cost $318.00 Unrealized +15.4%
MSCI MSCI INC 0.0%
Value ($000) $320 Shares 565 Est. Cost $503.75 Unrealized +14.1%
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $319 Shares 12,189 Est. Cost $25.83 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $318 Shares 3,226 Est. Cost $84.53 Unrealized
DTE DTE ENERGY CO 0.0%
Value ($000) $318 Shares 2,297 Est. Cost $115.90 Unrealized +6.7%
PSX PHILLIPS 66 0.0%
Value ($000) $317 Shares 2,570 Est. Cost $114.00 Unrealized +4.6%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $316 Shares 1,765 Est. Cost $149.39 Unrealized +25.0%
CMI CUMMINS INC 0.0%
Value ($000) $315 Shares 1,006 Est. Cost $266.10 Unrealized +30.1%
IXUS ISHARES TR 0.0%
Value ($000) $315 Shares 4,514 Est. Cost $57.88 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $314 Shares 4,052 Est. Cost $33.31 Unrealized +10.6%
XSLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $312 Shares 6,750 Est. Cost $43.69 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $310 Shares 708 Est. Cost $332.05 Unrealized +33.0%
FDX FEDEX CORP 0.0%
Value ($000) $310 Shares 1,271 Est. Cost $248.77 Unrealized +1.9%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $307 Shares 2,141 Est. Cost $154.01 Unrealized +2.6%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $307 Shares 1,984 Est. Cost $124.46 Unrealized +14.9%
EFV ISHARES TR 0.0%
Value ($000) $306 Shares 5,199 Est. Cost $51.26 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $306 Shares 19,804 Est. Cost $13.49 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $305 Shares 1,736 Est. Cost $139.10 Unrealized +31.8%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $301 Shares 2,430 Est. Cost $112.93 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $300 Shares 851 Est. Cost $341.58 Unrealized +11.6%
ADSK AUTODESK INC 0.0%
Value ($000) $298 Shares 1,140 Est. Cost $222.97 Unrealized +27.6%
RELX RELX PLC 0.0%
Value ($000) $295 Shares 5,848 Est. Cost $46.29 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $293 Shares 4,495 Est. Cost $71.22 Unrealized +9.1%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $287 Shares 2,224 Est. Cost $111.63 Unrealized
HESS CORP 0.0%
Value ($000) $287 Shares 1,795 Est. Cost $159.77 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $286 Shares 6,121 Est. Cost $44.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $283 Shares 6,258 Est. Cost $43.30 Unrealized
COR CENCORA INC 0.0%
Value ($000) $282 Shares 1,013 Est. Cost $249.56 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $277 Shares 4,097 Est. Cost $57.34 Unrealized +8.6%
AME AMETEK INC 0.0%
Value ($000) $277 Shares 1,608 Est. Cost $167.57 Unrealized +7.8%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $277 Shares 1,597 Est. Cost $160.87 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $277 Shares 12,484 Est. Cost $17.14 Unrealized +21.6%
PCAR PACCAR INC 0.0%
Value ($000) $273 Shares 2,808 Est. Cost $103.75 Unrealized -0.8%
MCO MOODYS CORP 0.0%
Value ($000) $272 Shares 585 Est. Cost $393.01 Unrealized +21.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $272 Shares 275 Est. Cost $815.51 Unrealized +25.8%
CSX CSX CORP 0.0%
Value ($000) $269 Shares 9,150 Est. Cost $31.80 Unrealized -1.5%
IDXX IDEXX LABS INC 0.0%
Value ($000) $267 Shares 635 Est. Cost $476.83 Unrealized -8.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $266 Shares 2,961 Est. Cost $87.41 Unrealized 0.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $266 Shares 2,552 Est. Cost $89.13 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $265 Shares 1,818 Est. Cost $140.33 Unrealized +3.4%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $263 Shares 966 Est. Cost $262.83 Unrealized -2.7%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $263 Shares 2,028 Est. Cost $126.73 Unrealized 0.0%
SF STIFEL FINL CORP 0.0%
Value ($000) $263 Shares 2,789 Est. Cost $83.55 Unrealized +24.6%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $260 Shares 3,156 Est. Cost $75.34 Unrealized +1.4%
HYG ISHARES TR 0.0%
Value ($000) $256 Shares 3,247 Est. Cost $77.14 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $256 Shares 3,771 Est. Cost $59.75 Unrealized 0.0%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $254 Shares 2,628 Est. Cost $87.40 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $252 Shares 3,360 Est. Cost $63.24 Unrealized +7.6%
EEM ISHARES TR 0.0%
Value ($000) $248 Shares 5,677 Est. Cost $47.30 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $248 Shares 5,158 Est. Cost $46.80 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $246 Shares 2,055 Est. Cost $99.09 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $243 Shares 3,260 Est. Cost $30.52 Unrealized +4.5%
VOTE TCW ETF TRUST 0.0%
Value ($000) $241 Shares 3,691 Est. Cost $68.78 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $240 Shares 1,456 Est. Cost $166.40 Unrealized -1.1%
EBAY EBAY INC. 0.0%
Value ($000) $238 Shares 3,516 Est. Cost $65.70 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $237 Shares 4,128 Est. Cost $49.46 Unrealized
PPL PPL CORP 0.0%
Value ($000) $235 Shares 6,518 Est. Cost $32.92 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $235 Shares 1,398 Est. Cost $180.81 Unrealized 0.0%
LEN LENNAR CORP 0.0%
Value ($000) $233 Shares 2,032 Est. Cost $106.76 Unrealized +15.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $233 Shares 1,114 Est. Cost $210.37 Unrealized -2.1%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $232 Shares 1,387 Est. Cost $144.67 Unrealized +5.9%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $232 Shares 5,272 Est. Cost $39.41 Unrealized +11.1%
UNILEVER PLC 0.0%
Value ($000) $232 Shares 3,888 Est. Cost $52.26 Unrealized
ADVISOR MANAGED PORTFOLIOS 0.0%
Value ($000) $229 Shares 5,518 Est. Cost $39.70 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $229 Shares 5,704 Est. Cost $30.72 Unrealized +22.6%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $228 Shares 1,415 Est. Cost $174.50 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $226 Shares 3,572 Est. Cost $61.53 Unrealized +6.9%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $226 Shares 16,576 Est. Cost $7.47 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $226 Shares 1,527 Est. Cost $142.02 Unrealized -3.1%
DASH DOORDASH INC 0.0%
Value ($000) $222 Shares 1,215 Est. Cost $188.06 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $222 Shares 5,930 Est. Cost $34.59 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $219 Shares 14,616 Est. Cost $13.29 Unrealized +16.9%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $219 Shares 4,388 Est. Cost $31.75 Unrealized
SONY SONY GROUP CORP 0.0%
Value ($000) $217 Shares 8,556 Est. Cost $25.39 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $215 Shares 6,297 Est. Cost $34.14 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $213 Shares 4,820 Est. Cost $41.32 Unrealized +13.1%
IDEV ISHARES TR 0.0%
Value ($000) $213 Shares 3,086 Est. Cost $64.47 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $213 Shares 180 Est. Cost $1284.97 Unrealized -0.6%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $211 Shares 2,916 Est. Cost $71.57 Unrealized 0.0%
SUB ISHARES TR 0.0%
Value ($000) $211 Shares 2,000 Est. Cost $107.94 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $211 Shares 2,809 Est. Cost $73.94 Unrealized -3.6%
STT STATE STR CORP 0.0%
Value ($000) $210 Shares 2,340 Est. Cost $91.24 Unrealized +1.7%
KEY KEYCORP 0.0%
Value ($000) $209 Shares 13,101 Est. Cost $16.25 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $209 Shares 1,598 Est. Cost $110.88 Unrealized +22.6%
NKE NIKE INC 0.0%
Value ($000) $206 Shares 3,240 Est. Cost $94.60 Unrealized -23.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $205 Shares 323 Est. Cost $854.32 Unrealized -19.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $205 Shares 327 Est. Cost $682.18 Unrealized 0.0%
WD WALKER & DUNLOP INC 0.0%
Value ($000) $204 Shares 2,386 Est. Cost $80.13 Unrealized +8.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $203 Shares 979 Est. Cost $199.81 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $202 Shares 1,433 Est. Cost $146.90 Unrealized -0.3%
BXP BXP INC 0.0%
Value ($000) $201 Shares 2,997 Est. Cost $66.88 Unrealized -0.1%
WDAY WORKDAY INC 0.0%
Value ($000) $201 Shares 861 Est. Cost $255.22 Unrealized 0.0%
IUSG ISHARES TR 0.0%
Value ($000) $198 Shares 1,562 Est. Cost $96.74 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $192 Shares 2,918 Est. Cost $62.25 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $183 Shares 11,899 Est. Cost $7.49 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $170 Shares 1,212 Est. Cost $85.60 Unrealized
PSQH PSQ HOLDINGS INC 0.0%
Value ($000) $166 Shares 72,376 Est. Cost $11.87 Unrealized -71.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $165 Shares 798 Est. Cost $154.63 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $163 Shares 10,549 Est. Cost $19.41 Unrealized 0.0%
EFG ISHARES TR 0.0%
Value ($000) $162 Shares 1,616 Est. Cost $100.50 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $161 Shares 29,176 Est. Cost $2.97 Unrealized
JBI JANUS INTERNATIONAL GROUP IN 0.0%
Value ($000) $160 Shares 22,210 Est. Cost $13.35 Unrealized -40.5%
VIOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $159 Shares 1,890 Est. Cost $77.05 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $156 Shares 2,728 Est. Cost $54.24 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $152 Shares 1,441 Est. Cost $105.44 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $151 Shares 1,846 Est. Cost $85.84 Unrealized
FLEE FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $146 Shares 4,729 Est. Cost $25.46 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $145 Shares 10,607 Est. Cost $7.19 Unrealized
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $144 Shares 106,564 Est. Cost $6.58 Unrealized -77.1%
IJK ISHARES TR 0.0%
Value ($000) $144 Shares 1,724 Est. Cost $82.92 Unrealized
EPI WISDOMTREE TR 0.0%
Value ($000) $140 Shares 3,205 Est. Cost $48.28 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $140 Shares 2,300 Est. Cost $99.95 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $137 Shares 1,855 Est. Cost $71.98 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $132 Shares 2,077 Est. Cost $72.19 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $131 Shares 3,329 Est. Cost $32.71 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $130 Shares 1,634 Est. Cost $77.79 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $118 Shares 2,030 Est. Cost $105.59 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $117 Shares 1,686 Est. Cost $63.86 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $114 Shares 712 Est. Cost $145.43 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $113 Shares 10,993 Est. Cost $8.32 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $112 Shares 10,000 Est. Cost $7.68 Unrealized +27.5%
IWN ISHARES TR 0.0%
Value ($000) $107 Shares 709 Est. Cost $166.43 Unrealized
CORZ CORE SCIENTIFIC INC NEW 0.0%
Value ($000) $107 Shares 14,732 Est. Cost $14.77 Unrealized -23.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $106 Shares 723 Est. Cost $136.44 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $104 Shares 420 Est. Cost $239.60 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $102 Shares 4,364 Est. Cost $37.55 Unrealized
FLCA FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $102 Shares 2,735 Est. Cost $30.11 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $97 Shares 2,381 Est. Cost $42.40 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $96 Shares 1,657 Est. Cost $54.76 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $96 Shares 1,891 Est. Cost $50.46 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $95 Shares 4,425 Est. Cost $23.05 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $95 Shares 14,160 Est. Cost $4.64 Unrealized
REET ISHARES TR 0.0%
Value ($000) $91 Shares 3,731 Est. Cost $25.72 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $90 Shares 23,683 Est. Cost $2.39 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $87 Shares 1,280 Est. Cost $72.80 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $85 Shares 1,011 Est. Cost $88.44 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $82 Shares 2,020 Est. Cost $42.80 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $81 Shares 3,206 Est. Cost $25.22 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $78 Shares 618 Est. Cost $119.23 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.0%
Value ($000) $76 Shares 1,104 Est. Cost $72.17 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $73 Shares 371 Est. Cost $175.95 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $70 Shares 1,243 Est. Cost $55.08 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $62 Shares 2,125 Est. Cost $26.45 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $61 Shares 658 Est. Cost $72.67 Unrealized
SMLV SPDR SER TR 0.0%
Value ($000) $56 Shares 452 Est. Cost $103.29 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $55 Shares 786 Est. Cost $65.50 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $54 Shares 558 Est. Cost $82.48 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $46 Shares 352 Est. Cost $107.87 Unrealized
SLYV SPDR SER TR 0.0%
Value ($000) $45 Shares 580 Est. Cost $80.46 Unrealized
WIT WIPRO LTD 0.0%
Value ($000) $45 Shares 14,548 Est. Cost $3.54 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $44 Shares 569 Est. Cost $82.60 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $42 Shares 825 Est. Cost $51.05 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $40 Shares 157 Est. Cost $263.63 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $39 Shares 3,414 Est. Cost $12.62 Unrealized
GWX SPDR INDEX SHS FDS 0.0%
Value ($000) $38 Shares 1,198 Est. Cost $33.47 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $36 Shares 677 Est. Cost $52.34 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $34 Shares 403 Est. Cost $72.41 Unrealized
FENY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $31 Shares 1,200 Est. Cost $24.08 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $30 Shares 237 Est. Cost $139.49 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $28 Shares 573 Est. Cost $38.70 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $25 Shares 278 Est. Cost $88.99 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $24 Shares 237 Est. Cost $102.23 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $23 Shares 833 Est. Cost $29.48 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $22 Shares 66 Est. Cost $366.06 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $20 Shares 392 Est. Cost $51.82 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 660 Est. Cost $45.06 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $18 Shares 686 Est. Cost $40.32 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $18 Shares 223 Est. Cost $66.67 Unrealized
MILN GLOBAL X FDS 0.0%
Value ($000) $18 Shares 422 Est. Cost $43.11 Unrealized
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $18 Shares 374 Est. Cost $54.20 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $18 Shares 295 Est. Cost $60.19 Unrealized
AIQ GLOBAL X FDS 0.0%
Value ($000) $18 Shares 488 Est. Cost $36.38 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $17 Shares 135 Est. Cost $138.33 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $15 Shares 543 Est. Cost $28.46 Unrealized
DNL WISDOMTREE TR 0.0%
Value ($000) $15 Shares 433 Est. Cost $39.08 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 373 Est. Cost $40.67 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $15 Shares 370 Est. Cost $41.03 Unrealized
XT ISHARES TR 0.0%
Value ($000) $15 Shares 252 Est. Cost $58.83 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $14 Shares 272 Est. Cost $50.09 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $13 Shares 197 Est. Cost $68.21 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $13 Shares 47 Est. Cost $288.85 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 159 Est. Cost $78.85 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $12 Shares 379 Est. Cost $32.19 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $12 Shares 275 Est. Cost $44.31 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $12 Shares 146 Est. Cost $76.11 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $12 Shares 254 Est. Cost $44.35 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $11 Shares 394 Est. Cost $29.01 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $11 Shares 149 Est. Cost $76.03 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $10 Shares 393 Est. Cost $27.71 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 118 Est. Cost $80.96 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $10 Shares 216 Est. Cost $39.34 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $9 Shares 155 Est. Cost $57.85 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $9 Shares 83 Est. Cost $75.75 Unrealized +54.4%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 190 Est. Cost $57.92 Unrealized
FINX GLOBAL X FDS 0.0%
Value ($000) $9 Shares 313 Est. Cost $27.56 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $8 Shares 147 Est. Cost $54.42 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $8 Shares 71 Est. Cost $114.87 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $89.60 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $8 Shares 38 Est. Cost $176.75 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 104 Est. Cost $65.52 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $6 Shares 151 Est. Cost $42.08 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $6 Shares 261 Est. Cost $22.92 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 200 Est. Cost $24.06 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $5 Shares 73 Est. Cost $63.81 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 4 Est. Cost $76.64 Unrealized