RICHARDS, MERRILL & PETERSON, INC. Diversified Active

CIK: 0000090108 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 7, 2025

Total Value ($000): $192,254 (100.0% shares, 0.0% debt)

Holdings (494)

AAPL APPLE INC 5.5%
Value ($000) $10,479 Shares 47,174 Est. Cost $234.51 Unrealized -1.6%
COST COSTCO WHSL CORP NEW 5.0%
Value ($000) $9,677 Shares 10,231 Est. Cost $922.64 Unrealized +5.2%
MSFT MICROSOFT CORP 4.9%
Value ($000) $9,439 Shares 25,144 Est. Cost $422.35 Unrealized -4.1%
AMZN AMAZON COM INC 3.5%
Value ($000) $6,790 Shares 35,687 Est. Cost $204.58 Unrealized +6.1%
QQQ INVESCO QQQ TR 3.4%
Value ($000) $6,443 Shares 13,741 Est. Cost $509.03 Unrealized
SPY SPDR S&P 500 ETF TR 2.7%
Value ($000) $5,253 Shares 9,391 Est. Cost $586.06 Unrealized
SYK STRYKER CORPORATION 2.4%
Value ($000) $4,687 Shares 12,590 Est. Cost $367.33 Unrealized +2.7%
CVX CHEVRON CORP NEW 2.1%
Value ($000) $4,016 Shares 24,007 Est. Cost $145.60 Unrealized +3.4%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $3,567 Shares 32,913 Est. Cost $135.53 Unrealized -6.5%
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $3,525 Shares 14,371 Est. Cost $228.03 Unrealized +10.0%
HD HOME DEPOT INC 1.7%
Value ($000) $3,177 Shares 8,669 Est. Cost $397.26 Unrealized -4.2%
META META PLATFORMS INC 1.6%
Value ($000) $3,033 Shares 5,262 Est. Cost $586.26 Unrealized +9.7%
GOOGL ALPHABET INC 1.4%
Value ($000) $2,714 Shares 17,548 Est. Cost $174.50 Unrealized +3.6%
V VISA INC 1.4%
Value ($000) $2,705 Shares 7,720 Est. Cost $298.33 Unrealized +12.7%
RTX RTX CORPORATION 1.2%
Value ($000) $2,336 Shares 17,633 Est. Cost $118.27 Unrealized +5.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $2,126 Shares 3,991 Est. Cost $462.59 Unrealized +5.1%
LOW LOWES COS INC 1.1%
Value ($000) $2,085 Shares 8,940 Est. Cost $261.54 Unrealized -7.4%
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,082 Shares 74,455 Est. Cost $27.33 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 1.0%
Value ($000) $1,943 Shares 75,286 Est. Cost $25.65 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $1,941 Shares 3,776 Est. Cost $537.39 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $1,844 Shares 7,416 Est. Cost $216.31 Unrealized +10.7%
CSCO CISCO SYS INC 0.9%
Value ($000) $1,724 Shares 27,936 Est. Cost $55.37 Unrealized +8.5%
AVA AVISTA CORP 0.9%
Value ($000) $1,708 Shares 40,800 Est. Cost $35.43 Unrealized +2.4%
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,695 Shares 8,004 Est. Cost $203.59 Unrealized -2.5%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,606 Shares 13,506 Est. Cost $112.17 Unrealized -4.4%
PTRB PGIM ETF TR 0.8%
Value ($000) $1,568 Shares 37,575 Est. Cost $41.31 Unrealized
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $1,561 Shares 5,293 Est. Cost $304.00 Unrealized -1.2%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,540 Shares 9,036 Est. Cost $165.71 Unrealized -1.1%
MDT MEDTRONIC PLC 0.8%
Value ($000) $1,505 Shares 16,746 Est. Cost $84.22 Unrealized +3.8%
MCD MCDONALDS CORP 0.8%
Value ($000) $1,490 Shares 4,770 Est. Cost $290.22 Unrealized +0.9%
MRK MERCK & CO INC 0.8%
Value ($000) $1,460 Shares 16,265 Est. Cost $98.70 Unrealized -8.7%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $1,429 Shares 6,170 Est. Cost $211.11 Unrealized +3.4%
GOOG ALPHABET INC 0.7%
Value ($000) $1,423 Shares 9,107 Est. Cost $175.67 Unrealized +3.9%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $1,400 Shares 2,827 Est. Cost $522.79 Unrealized +5.8%
IJH ISHARES TR 0.7%
Value ($000) $1,400 Shares 23,986 Est. Cost $62.13 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,367 Shares 30,134 Est. Cost $39.41 Unrealized +0.4%
TMUS T-MOBILE US INC 0.7%
Value ($000) $1,343 Shares 5,035 Est. Cost $226.27 Unrealized +7.4%
CGGR CAPITAL GROUP GROWTH ETF 0.7%
Value ($000) $1,320 Shares 38,549 Est. Cost $36.87 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.7%
Value ($000) $1,316 Shares 50,075 Est. Cost $25.84 Unrealized
AMAT APPLIED MATLS INC 0.7%
Value ($000) $1,298 Shares 8,947 Est. Cost $178.50 Unrealized -6.6%
FDX FEDEX CORP 0.7%
Value ($000) $1,278 Shares 5,244 Est. Cost $271.73 Unrealized -6.7%
WMT WALMART INC 0.7%
Value ($000) $1,277 Shares 14,551 Est. Cost $86.03 Unrealized +8.0%
KO COCA COLA CO 0.7%
Value ($000) $1,262 Shares 17,623 Est. Cost $63.17 Unrealized +2.9%
CAT CATERPILLAR INC 0.6%
Value ($000) $1,224 Shares 3,712 Est. Cost $381.05 Unrealized -7.6%
CRM SALESFORCE INC 0.6%
Value ($000) $1,169 Shares 4,355 Est. Cost $316.76 Unrealized -2.4%
IJT ISHARES TR 0.6%
Value ($000) $1,149 Shares 9,230 Est. Cost $135.25 Unrealized
UNP UNION PAC CORP 0.6%
Value ($000) $1,130 Shares 4,784 Est. Cost $230.22 Unrealized +2.3%
USB US BANCORP DEL 0.6%
Value ($000) $1,124 Shares 26,614 Est. Cost $46.63 Unrealized -5.2%
SBUX STARBUCKS CORP 0.6%
Value ($000) $1,116 Shares 11,381 Est. Cost $93.94 Unrealized +7.5%
IJR ISHARES TR 0.6%
Value ($000) $1,091 Shares 10,433 Est. Cost $113.61 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,047 Shares 4,996 Est. Cost $177.41 Unrealized +6.8%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,039 Shares 5,784 Est. Cost $193.15 Unrealized -5.7%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,037 Shares 1,979 Est. Cost $551.97 Unrealized -9.5%
CGCP CAPITAL GRP FIXED INCM ETF T 0.5%
Value ($000) $921 Shares 41,016 Est. Cost $22.23 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $916 Shares 6,908 Est. Cost $114.18 Unrealized +9.9%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $898 Shares 16,305 Est. Cost $55.41 Unrealized -2.7%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $894 Shares 3,606 Est. Cost $257.25 Unrealized -2.5%
CGMS CAPITAL GRP FIXED INCM ETF T 0.5%
Value ($000) $888 Shares 32,544 Est. Cost $27.28 Unrealized
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $884 Shares 2,832 Est. Cost $354.74 Unrealized -1.5%
SO SOUTHERN CO 0.5%
Value ($000) $870 Shares 9,466 Est. Cost $84.49 Unrealized -0.4%
EMR EMERSON ELEC CO 0.5%
Value ($000) $870 Shares 7,931 Est. Cost $119.02 Unrealized -0.2%
QCOM QUALCOMM INC 0.5%
Value ($000) $866 Shares 5,635 Est. Cost $159.54 Unrealized +0.1%
ORCL ORACLE CORP 0.4%
Value ($000) $860 Shares 6,154 Est. Cost $175.85 Unrealized -8.1%
BX BLACKSTONE INC 0.4%
Value ($000) $850 Shares 6,078 Est. Cost $168.66 Unrealized -6.2%
COP CONOCOPHILLIPS 0.4%
Value ($000) $839 Shares 7,990 Est. Cost $101.37 Unrealized -4.5%
MS MORGAN STANLEY 0.4%
Value ($000) $831 Shares 7,124 Est. Cost $120.34 Unrealized +4.6%
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $776 Shares 6,018 Est. Cost $127.59 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $749 Shares 4,518 Est. Cost $149.59 Unrealized +1.9%
SNOW SNOWFLAKE INC 0.4%
Value ($000) $741 Shares 5,072 Est. Cost $143.74 Unrealized +18.1%
IEFA ISHARES TR 0.4%
Value ($000) $740 Shares 9,776 Est. Cost $71.11 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $730 Shares 8,644 Est. Cost $59.21 Unrealized +48.3%
BLK BLACKROCK INC 0.4%
Value ($000) $723 Shares 764 Est. Cost $991.05 Unrealized -2.9%
SYY SYSCO CORP 0.4%
Value ($000) $675 Shares 8,989 Est. Cost $73.94 Unrealized -3.6%
PAYX PAYCHEX INC 0.3%
Value ($000) $640 Shares 4,146 Est. Cost $137.31 Unrealized +4.3%
AFL AFLAC INC 0.3%
Value ($000) $619 Shares 5,563 Est. Cost $106.42 Unrealized -2.2%
NKE NIKE INC 0.3%
Value ($000) $607 Shares 9,555 Est. Cost $76.09 Unrealized -5.3%
DHI D R HORTON INC 0.3%
Value ($000) $600 Shares 4,723 Est. Cost $164.94 Unrealized -19.5%
DHR DANAHER CORPORATION 0.3%
Value ($000) $593 Shares 2,893 Est. Cost $242.49 Unrealized -10.5%
BOND PIMCO ETF TR 0.3%
Value ($000) $590 Shares 6,384 Est. Cost $90.62 Unrealized
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $589 Shares 11,938 Est. Cost $49.16 Unrealized -2.7%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $577 Shares 2,145 Est. Cost $283.94 Unrealized +3.0%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $573 Shares 11,279 Est. Cost $48.58 Unrealized
LDOS LEIDOS HOLDINGS INC 0.3%
Value ($000) $566 Shares 4,196 Est. Cost $152.90 Unrealized -9.6%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $547 Shares 3,203 Est. Cost $188.51 Unrealized -1.9%
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $544 Shares 380 Est. Cost $80.63 Unrealized +7.9%
IJK ISHARES TR 0.3%
Value ($000) $539 Shares 6,471 Est. Cost $90.93 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $529 Shares 1,185 Est. Cost $524.86 Unrealized -14.6%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $522 Shares 952 Est. Cost $515.40 Unrealized +5.2%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $509 Shares 1,511 Est. Cost $393.53 Unrealized -8.8%
LLY ELI LILLY & CO 0.3%
Value ($000) $505 Shares 611 Est. Cost $821.53 Unrealized +0.6%
CGSM CAPITAL GRP FIXED INCM ETF T 0.3%
Value ($000) $492 Shares 18,900 Est. Cost $26.00 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $485 Shares 17,009 Est. Cost $24.88 Unrealized +7.3%
DIS DISNEY WALT CO 0.3%
Value ($000) $483 Shares 4,895 Est. Cost $103.62 Unrealized +2.6%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $483 Shares 3,008 Est. Cost $161.77 Unrealized
OMC OMNICOM GROUP INC 0.3%
Value ($000) $482 Shares 5,811 Est. Cost $94.16 Unrealized -14.4%
LSTR LANDSTAR SYS INC 0.2%
Value ($000) $465 Shares 3,098 Est. Cost $170.58 Unrealized
ENVX ENOVIX CORPORATION 0.2%
Value ($000) $463 Shares 63,085 Est. Cost $10.04 Unrealized +1.2%
WDIV SPDR INDEX SHS FDS 0.2%
Value ($000) $452 Shares 6,936 Est. Cost $62.09 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $448 Shares 7,344 Est. Cost $52.58 Unrealized +5.5%
BAC BANK AMERICA CORP 0.2%
Value ($000) $435 Shares 10,432 Est. Cost $42.83 Unrealized +1.9%
TSLA TESLA INC 0.2%
Value ($000) $419 Shares 1,616 Est. Cost $321.74 Unrealized +3.6%
BROS DUTCH BROS INC 0.2%
Value ($000) $415 Shares 6,719 Est. Cost $44.12 Unrealized +49.3%
IEMG ISHARES INC 0.2%
Value ($000) $402 Shares 7,449 Est. Cost $52.31 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $390 Shares 7,760 Est. Cost $58.59 Unrealized -7.2%
IVW ISHARES TR 0.2%
Value ($000) $389 Shares 4,193 Est. Cost $101.53 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $387 Shares 2,333 Est. Cost $197.49 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $380 Shares 816 Est. Cost $448.58 Unrealized -0.9%
ETD ETHAN ALLEN INTERIORS INC 0.2%
Value ($000) $378 Shares 13,635 Est. Cost $27.16 Unrealized -2.7%
IJJ ISHARES TR 0.2%
Value ($000) $367 Shares 3,064 Est. Cost $124.96 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $364 Shares 5,579 Est. Cost $70.22 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $360 Shares 1,154 Est. Cost $286.05 Unrealized +0.4%
IWM ISHARES TR 0.2%
Value ($000) $359 Shares 1,801 Est. Cost $216.85 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $357 Shares 1,012 Est. Cost $332.51 Unrealized +14.6%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $351 Shares 4,035 Est. Cost $98.85 Unrealized -3.1%
PCAR PACCAR INC 0.2%
Value ($000) $348 Shares 3,575 Est. Cost $103.86 Unrealized -0.9%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $345 Shares 1,335 Est. Cost $263.96 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $335 Shares 1,998 Est. Cost $182.87 Unrealized +14.7%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $318 Shares 2,848 Est. Cost $116.56 Unrealized -6.5%
KR KROGER CO 0.2%
Value ($000) $315 Shares 4,650 Est. Cost $57.34 Unrealized +8.6%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $300 Shares 1,241 Est. Cost $204.32 Unrealized +8.6%
PSX PHILLIPS 66 0.1%
Value ($000) $288 Shares 2,333 Est. Cost $121.86 Unrealized -2.1%
ITOT ISHARES TR 0.1%
Value ($000) $287 Shares 2,350 Est. Cost $128.62 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $285 Shares 8,000 Est. Cost $35.34 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $284 Shares 505 Est. Cost $587.51 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $277 Shares 1,850 Est. Cost $156.21 Unrealized -8.1%
NOBL PROSHARES TR 0.1%
Value ($000) $277 Shares 2,707 Est. Cost $99.55 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.1%
Value ($000) $274 Shares 72,375 Est. Cost $3.72 Unrealized +31.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $268 Shares 1,038 Est. Cost $276.08 Unrealized -0.6%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $267 Shares 635 Est. Cost $425.50 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $264 Shares 1,440 Est. Cost $231.32 Unrealized -23.1%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $263 Shares 1,850 Est. Cost $130.11 Unrealized -0.2%
TJX TJX COS INC NEW 0.1%
Value ($000) $262 Shares 2,148 Est. Cost $119.13 Unrealized +0.8%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $260 Shares 3,562 Est. Cost $72.04 Unrealized 0.0%
BLACKROCK MUNI INCOME TR II 0.1%
Value ($000) $259 Shares 24,900 Est. Cost $10.51 Unrealized
STAG STAG INDL INC 0.1%
Value ($000) $256 Shares 7,093 Est. Cost $33.82 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $252 Shares 4,980 Est. Cost $50.37 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $245 Shares 2,189 Est. Cost $110.91 Unrealized +0.9%
GLDM WORLD GOLD TR 0.1%
Value ($000) $241 Shares 3,900 Est. Cost $59.86 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $239 Shares 2,174 Est. Cost $122.34 Unrealized -7.9%
TGT TARGET CORP 0.1%
Value ($000) $233 Shares 2,237 Est. Cost $136.67 Unrealized -12.0%
O REALTY INCOME CORP 0.1%
Value ($000) $224 Shares 3,868 Est. Cost $54.51 Unrealized -3.5%
EFA ISHARES TR 0.1%
Value ($000) $216 Shares 2,638 Est. Cost $75.60 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $215 Shares 4,825 Est. Cost $43.64 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $213 Shares 3,467 Est. Cost $94.31 Unrealized +2.5%
IVE ISHARES TR 0.1%
Value ($000) $212 Shares 1,113 Est. Cost $190.88 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $202 Shares 323 Est. Cost $763.09 Unrealized -10.6%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $197 Shares 5,279 Est. Cost $34.59 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $194 Shares 208 Est. Cost $82.31 Unrealized +15.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $191 Shares 288 Est. Cost $679.55 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $187 Shares 942 Est. Cost $224.51 Unrealized -7.2%
DOV DOVER CORP 0.1%
Value ($000) $176 Shares 1,000 Est. Cost $193.06 Unrealized -1.4%
AGG ISHARES TR 0.1%
Value ($000) $175 Shares 1,767 Est. Cost $97.17 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $164 Shares 1,675 Est. Cost $105.96 Unrealized +11.8%
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $163 Shares 6,075 Est. Cost $26.92 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $163 Shares 2,078 Est. Cost $77.27 Unrealized
WAB WABTEC 0.1%
Value ($000) $162 Shares 894 Est. Cost $192.50 Unrealized -0.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $161 Shares 3,555 Est. Cost $44.04 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.1%
Value ($000) $158 Shares 2,080 Est. Cost $76.64 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $154 Shares 6,084 Est. Cost $27.84 Unrealized -8.1%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $154 Shares 965 Est. Cost $170.91 Unrealized -8.1%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $154 Shares 3,100 Est. Cost $49.90 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $152 Shares 720 Est. Cost $211.47 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $147 Shares 1,409 Est. Cost $98.11 Unrealized -9.2%
XMHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $147 Shares 1,604 Est. Cost $98.47 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $145 Shares 2,716 Est. Cost $51.32 Unrealized +2.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $142 Shares 685 Est. Cost $189.83 Unrealized +0.8%
OMFL INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $141 Shares 2,637 Est. Cost $54.23 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $139 Shares 1,136 Est. Cost $108.94 Unrealized +1.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $138 Shares 394 Est. Cost $369.58 Unrealized -5.8%
SHY ISHARES TR 0.1%
Value ($000) $135 Shares 1,628 Est. Cost $81.98 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $134 Shares 547 Est. Cost $253.55 Unrealized
BANR BANNER CORP 0.1%
Value ($000) $133 Shares 2,082 Est. Cost $65.59 Unrealized -0.8%
HPQ HP INC 0.1%
Value ($000) $127 Shares 4,576 Est. Cost $34.20 Unrealized -11.2%
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $124 Shares 1,089 Est. Cost $123.53 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $122 Shares 605 Est. Cost $266.65 Unrealized 0.0%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $121 Shares 519 Est. Cost $226.47 Unrealized +6.1%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $117 Shares 1,140 Est. Cost $143.89 Unrealized -22.7%
OEFA ALPS ETF TR 0.1%
Value ($000) $115 Shares 3,824 Est. Cost $27.53 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $113 Shares 1,000 Est. Cost $106.02 Unrealized -0.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $110 Shares 1,532 Est. Cost $66.67 Unrealized +10.5%
IRTC IRHYTHM TECHNOLOGIES INC 0.1%
Value ($000) $107 Shares 1,025 Est. Cost $78.57 Unrealized +34.8%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $107 Shares 845 Est. Cost $172.73 Unrealized -16.9%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $106 Shares 4,530 Est. Cost $25.83 Unrealized
MMM 3M CO 0.1%
Value ($000) $106 Shares 722 Est. Cost $128.38 Unrealized +12.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $106 Shares 1,556 Est. Cost $63.61 Unrealized -6.1%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $104 Shares 342 Est. Cost $287.90 Unrealized +2.6%
SDY SPDR SER TR 0.1%
Value ($000) $104 Shares 765 Est. Cost $133.40 Unrealized
SECT NORTHERN LTS FD TR IV 0.1%
Value ($000) $102 Shares 2,000 Est. Cost $51.06 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $101 Shares 501 Est. Cost $204.52 Unrealized +6.7%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $98 Shares 4,419 Est. Cost $23.18 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $96 Shares 604 Est. Cost $121.35 Unrealized +12.9%
CGUS CAPITAL GROUP CORE EQUITY ET 0.0%
Value ($000) $95 Shares 2,850 Est. Cost $34.97 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $94 Shares 344 Est. Cost $288.73 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $94 Shares 1,202 Est. Cost $73.82 Unrealized +5.2%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $93 Shares 371 Est. Cost $280.06 Unrealized
GSPY TIDAL ETF TR 0.0%
Value ($000) $93 Shares 3,025 Est. Cost $31.95 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $91 Shares 832 Est. Cost $93.11 Unrealized +5.7%
LEN LENNAR CORP 0.0%
Value ($000) $90 Shares 780 Est. Cost $159.73 Unrealized -22.9%
NEUBERGER BERMAN NEXT GENERA 0.0%
Value ($000) $86 Shares 7,000 Est. Cost $12.74 Unrealized
T AT&T INC 0.0%
Value ($000) $85 Shares 3,000 Est. Cost $21.51 Unrealized +13.2%
LAD LITHIA MTRS INC 0.0%
Value ($000) $84 Shares 285 Est. Cost $352.27 Unrealized -3.3%
QDPL PACER FDS TR 0.0%
Value ($000) $82 Shares 2,250 Est. Cost $38.39 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $82 Shares 1,293 Est. Cost $74.39 Unrealized -11.6%
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $81 Shares 2,625 Est. Cost $31.27 Unrealized
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $81 Shares 800 Est. Cost $111.51 Unrealized -0.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $81 Shares 1,715 Est. Cost $51.75 Unrealized -5.7%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $81 Shares 1,094 Est. Cost $71.28 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.0%
Value ($000) $79 Shares 1,700 Est. Cost $46.86 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $79 Shares 455 Est. Cost $169.47 Unrealized
DOW DOW INC 0.0%
Value ($000) $78 Shares 2,240 Est. Cost $42.94 Unrealized -16.2%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $78 Shares 793 Est. Cost $104.41 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $77 Shares 1,165 Est. Cost $67.03 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $77 Shares 281 Est. Cost $281.20 Unrealized -9.0%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $76 Shares 945 Est. Cost $89.33 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $75 Shares 1,500 Est. Cost $54.48 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $75 Shares 1,380 Est. Cost $48.15 Unrealized
XJPIX NUVEEN PFD SECS & INC OPPTY 0.0%
Value ($000) $74 Shares 3,740 Est. Cost $19.60 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $71 Shares 1,177 Est. Cost $48.95 Unrealized +4.3%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $70 Shares 129 Est. Cost $542.38 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $69 Shares 2,640 Est. Cost $27.71 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $59.13 Unrealized +6.8%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $69 Shares 520 Est. Cost $129.14 Unrealized +0.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $68 Shares 1,250 Est. Cost $123.72 Unrealized -26.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $68 Shares 235 Est. Cost $242.13 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $67 Shares 4,500 Est. Cost $15.75 Unrealized -4.0%
DE DEERE & CO 0.0%
Value ($000) $67 Shares 142 Est. Cost $413.99 Unrealized +11.5%
AOA ISHARES TR 0.0%
Value ($000) $66 Shares 859 Est. Cost $76.62 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $65 Shares 280 Est. Cost $204.61 Unrealized +10.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $65 Shares 1,547 Est. Cost $40.51 Unrealized -1.5%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $64 Shares 2,622 Est. Cost $24.06 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $63 Shares 900 Est. Cost $53.51 Unrealized +39.4%
SHYG ISHARES TR 0.0%
Value ($000) $63 Shares 1,476 Est. Cost $42.61 Unrealized
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $62 Shares 215 Est. Cost $300.91 Unrealized +5.5%
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $61 Shares 1,389 Est. Cost $50.47 Unrealized -7.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $60 Shares 625 Est. Cost $97.26 Unrealized +12.0%
EMXC ISHARES INC 0.0%
Value ($000) $59 Shares 1,065 Est. Cost $55.44 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $58 Shares 400 Est. Cost $147.92 Unrealized -1.9%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $58 Shares 805 Est. Cost $107.51 Unrealized -1.1%
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value ($000) $58 Shares 1,515 Est. Cost $37.09 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $57 Shares 185 Est. Cost $334.08 Unrealized
OMER OMEROS CORP 0.0%
Value ($000) $57 Shares 6,900 Est. Cost $6.86 Unrealized +28.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $55 Shares 196 Est. Cost $326.48 Unrealized +12.4%
CSX CSX CORP 0.0%
Value ($000) $55 Shares 1,871 Est. Cost $33.68 Unrealized -7.1%
EOG EOG RES INC 0.0%
Value ($000) $54 Shares 422 Est. Cost $123.61 Unrealized +1.2%
DVY ISHARES TR 0.0%
Value ($000) $53 Shares 396 Est. Cost $131.29 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $53 Shares 540 Est. Cost $107.88 Unrealized -4.1%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $52 Shares 2,300 Est. Cost $23.55 Unrealized 0.0%
LVHI LEGG MASON ETF INVT 0.0%
Value ($000) $52 Shares 1,600 Est. Cost $30.52 Unrealized
UMAC UNUSUAL MACHS INC 0.0%
Value ($000) $51 Shares 8,000 Est. Cost $5.98 Unrealized +69.6%
F FORD MTR CO 0.0%
Value ($000) $51 Shares 5,055 Est. Cost $9.87 Unrealized -6.4%
CALI BLACKROCK ETF TRUST II 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $50.16 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $49 Shares 680 Est. Cost $74.98 Unrealized +4.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $49 Shares 450 Est. Cost $93.36 Unrealized +6.3%
IWY ISHARES TR 0.0%
Value ($000) $49 Shares 232 Est. Cost $211.15 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $49 Shares 1,947 Est. Cost $25.04 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $49 Shares 1,922 Est. Cost $25.12 Unrealized -1.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $48 Shares 1,289 Est. Cost $39.72 Unrealized -11.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $45 Shares 91 Est. Cost $547.36 Unrealized -1.4%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $45 Shares 121 Est. Cost $408.80 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $44 Shares 622 Est. Cost $74.18 Unrealized -7.4%
IRM IRON MTN INC DEL 0.0%
Value ($000) $43 Shares 500 Est. Cost $93.15 Unrealized 0.0%
IR INGERSOLL RAND INC 0.0%
Value ($000) $42 Shares 530 Est. Cost $99.45 Unrealized -12.5%
XYZ BLOCK INC 0.0%
Value ($000) $42 Shares 780 Est. Cost $81.56 Unrealized -8.5%
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $42 Shares 1,833 Est. Cost $23.07 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $42 Shares 1,885 Est. Cost $22.40 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $42 Shares 4,115 Est. Cost $12.85 Unrealized -8.0%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $42 Shares 365 Est. Cost $90.40 Unrealized +13.9%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $41 Shares 1,783 Est. Cost $23.27 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $41 Shares 514 Est. Cost $80.93 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $41 Shares 1,981 Est. Cost $21.07 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $41 Shares 700 Est. Cost $51.44 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $41 Shares 1,016 Est. Cost $43.24 Unrealized -12.4%
BA BOEING CO 0.0%
Value ($000) $40 Shares 235 Est. Cost $157.62 Unrealized +9.8%
ETN EATON CORP PLC 0.0%
Value ($000) $40 Shares 147 Est. Cost $347.11 Unrealized -11.1%
GSK GSK PLC 0.0%
Value ($000) $40 Shares 1,024 Est. Cost $33.82 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $39 Shares 228 Est. Cost $174.85 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $39 Shares 248 Est. Cost $156.19 Unrealized +22.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $38 Shares 263 Est. Cost $153.06 Unrealized -12.1%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $38 Shares 765 Est. Cost $52.57 Unrealized +24.9%
IMCG ISHARES TR 0.0%
Value ($000) $36 Shares 510 Est. Cost $75.53 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $36 Shares 484 Est. Cost $66.51 Unrealized +2.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $36 Shares 725 Est. Cost $48.53 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $36 Shares 551 Est. Cost $55.70 Unrealized +0.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $36 Shares 65 Est. Cost $544.86 Unrealized +8.4%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $34 Shares 942 Est. Cost $40.03 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $34 Shares 89 Est. Cost $484.70 Unrealized -11.5%
IXN ISHARES TR 0.0%
Value ($000) $34 Shares 450 Est. Cost $75.74 Unrealized
SNN SMITH & NEPHEW PLC 0.0%
Value ($000) $34 Shares 1,200 Est. Cost $27.74 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $34 Shares 3,000 Est. Cost $11.53 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $33 Shares 1,800 Est. Cost $19.59 Unrealized
EVR EVERCORE INC 0.0%
Value ($000) $33 Shares 167 Est. Cost $279.37 Unrealized -11.8%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $33 Shares 234 Est. Cost $146.82 Unrealized -0.2%
PULS PGIM ETF TR 0.0%
Value ($000) $32 Shares 650 Est. Cost $49.55 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $32 Shares 156 Est. Cost $206.48 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $32 Shares 220 Est. Cost $141.40 Unrealized
FR FIRST INDL RLTY TR INC 0.0%
Value ($000) $32 Shares 595 Est. Cost $50.13 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $32 Shares 102 Est. Cost $343.44 Unrealized +0.8%
CB CHUBB LIMITED 0.0%
Value ($000) $32 Shares 105 Est. Cost $281.36 Unrealized -1.8%
PEY INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $31 Shares 1,463 Est. Cost $21.26 Unrealized
ATI ATI INC 0.0%
Value ($000) $31 Shares 603 Est. Cost $58.97 Unrealized -3.7%
EAGG ISHARES TR 0.0%
Value ($000) $31 Shares 644 Est. Cost $46.44 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $30 Shares 140 Est. Cost $198.35 Unrealized -4.4%
ATEC ALPHATEC HLDGS INC 0.0%
Value ($000) $30 Shares 3,000 Est. Cost $7.98 Unrealized +34.5%
SUSC ISHARES TR 0.0%
Value ($000) $30 Shares 1,316 Est. Cost $22.72 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $30 Shares 1,281 Est. Cost $23.68 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $30 Shares 230 Est. Cost $139.95 Unrealized -8.2%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $30 Shares 65 Est. Cost $428.97 Unrealized +3.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $29 Shares 15 Est. Cost $1947.25 Unrealized +1.9%
MUB ISHARES TR 0.0%
Value ($000) $29 Shares 275 Est. Cost $106.55 Unrealized
SRE SEMPRA 0.0%
Value ($000) $28 Shares 399 Est. Cost $84.33 Unrealized -10.4%
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $28 Shares 770 Est. Cost $37.97 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $28 Shares 1,942 Est. Cost $14.55 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $27 Shares 158 Est. Cost $252.37 Unrealized -4.1%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $27 Shares 325 Est. Cost $80.40 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $26 Shares 850 Est. Cost $26.33 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $26 Shares 200 Est. Cost $138.25 Unrealized
PODD INSULET CORP 0.0%
Value ($000) $26 Shares 100 Est. Cost $251.84 Unrealized +7.5%
RBLX ROBLOX CORP 0.0%
Value ($000) $26 Shares 450 Est. Cost $50.32 Unrealized +24.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $26 Shares 887 Est. Cost $30.08 Unrealized -4.1%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $26 Shares 823 Est. Cost $29.20 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 130 Est. Cost $224.35 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $26 Shares 309 Est. Cost $80.01 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $25 Shares 135 Est. Cost $186.03 Unrealized
UNILEVER PLC 0.0%
Value ($000) $25 Shares 423 Est. Cost $56.70 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $24 Shares 409 Est. Cost $65.12 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 260 Est. Cost $88.66 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $24 Shares 1,950 Est. Cost $11.51 Unrealized +9.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $24 Shares 104 Est. Cost $225.20 Unrealized +1.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $24 Shares 202 Est. Cost $135.90 Unrealized -1.4%
SDG ISHARES TR 0.0%
Value ($000) $24 Shares 326 Est. Cost $71.56 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $23 Shares 325 Est. Cost $69.80 Unrealized -2.9%
RECS COLUMBIA ETF TR I 0.0%
Value ($000) $23 Shares 700 Est. Cost $34.62 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $23 Shares 190 Est. Cost $128.82 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $23 Shares 261 Est. Cost $119.15 Unrealized -9.1%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $23 Shares 129 Est. Cost $189.31 Unrealized -3.2%
ARKK ARK ETF TR 0.0%
Value ($000) $21 Shares 450 Est. Cost $56.77 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 160 Est. Cost $131.76 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $21 Shares 170 Est. Cost $136.24 Unrealized -6.3%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $21 Shares 246 Est. Cost $93.37 Unrealized -9.4%
FXC INVESCO CURRENCYSHARES CDN D 0.0%
Value ($000) $20 Shares 300 Est. Cost $67.99 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.0%
Value ($000) $20 Shares 700 Est. Cost $29.22 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $20 Shares 223 Est. Cost $97.31 Unrealized -7.1%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $19 Shares 774 Est. Cost $26.94 Unrealized -6.0%
NVS NOVARTIS AG 0.0%
Value ($000) $19 Shares 172 Est. Cost $97.31 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $19 Shares 268 Est. Cost $76.44 Unrealized -1.1%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $19 Shares 125 Est. Cost $155.36 Unrealized -6.5%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $18 Shares 295 Est. Cost $84.27 Unrealized 0.0%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $18 Shares 5,000 Est. Cost $3.57 Unrealized +12.4%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $18 Shares 200 Est. Cost $92.72 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $18 Shares 646 Est. Cost $28.52 Unrealized -7.1%
SFIX STITCH FIX INC 0.0%
Value ($000) $18 Shares 5,386 Est. Cost $3.68 Unrealized +23.8%
PRCT PROCEPT BIOROBOTICS CORP 0.0%
Value ($000) $17 Shares 300 Est. Cost $68.28 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $17 Shares 215 Est. Cost $79.25 Unrealized +3.0%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $17 Shares 1,533 Est. Cost $11.28 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 240 Est. Cost $65.38 Unrealized +14.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $17 Shares 235 Est. Cost $75.68 Unrealized -9.1%
OSK OSHKOSH CORP 0.0%
Value ($000) $17 Shares 176 Est. Cost $102.34 Unrealized -4.0%
INTC INTEL CORP 0.0%
Value ($000) $16 Shares 715 Est. Cost $22.54 Unrealized -2.9%
COKE COCA COLA CONS INC 0.0%
Value ($000) $16 Shares 12 Est. Cost $123.93 Unrealized +7.6%
NEM NEWMONT CORP 0.0%
Value ($000) $16 Shares 333 Est. Cost $44.64 Unrealized -3.1%
ETH GRAYSCALE ETHEREUM MINI TR E 0.0%
Value ($000) $16 Shares 925 Est. Cost $24.16 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $16 Shares 240 Est. Cost $67.99 Unrealized +5.7%
DXCM DEXCOM INC 0.0%
Value ($000) $16 Shares 230 Est. Cost $74.04 Unrealized +10.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $15 Shares 95 Est. Cost $132.27 Unrealized +7.1%
CLX CLOROX CO DEL 0.0%
Value ($000) $15 Shares 100 Est. Cost $157.37 Unrealized -6.0%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $15 Shares 49 Est. Cost $313.06 Unrealized -8.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $14 Shares 250 Est. Cost $57.53 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $14 Shares 235 Est. Cost $64.08 Unrealized -9.6%
GLW CORNING INC 0.0%
Value ($000) $14 Shares 302 Est. Cost $46.35 Unrealized +4.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $14 Shares 204 Est. Cost $53.65 Unrealized +8.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $14 Shares 147 Est. Cost $93.07 Unrealized -5.6%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 62 Est. Cost $240.27 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $14 Shares 180 Est. Cost $70.01 Unrealized +6.4%
OFIX ORTHOFIX MED INC 0.0%
Value ($000) $14 Shares 832 Est. Cost $17.39 Unrealized +1.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $13 Shares 50 Est. Cost $244.86 Unrealized +0.2%
HLN HALEON PLC 0.0%
Value ($000) $13 Shares 1,280 Est. Cost $9.54 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $13 Shares 105 Est. Cost $128.64 Unrealized -2.9%
IDA IDACORP INC 0.0%
Value ($000) $13 Shares 111 Est. Cost $109.91 Unrealized +2.0%
CE CELANESE CORP DEL 0.0%
Value ($000) $13 Shares 227 Est. Cost $95.63 Unrealized -34.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $12 Shares 110 Est. Cost $87.00 Unrealized +15.5%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $12 Shares 169 Est. Cost $80.96 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $216.79 Unrealized -1.8%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $12 Shares 125 Est. Cost $96.51 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $12 Shares 91 Est. Cost $93.13 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $12 Shares 400 Est. Cost $37.80 Unrealized -11.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $11 Shares 78 Est. Cost $171.20 Unrealized -7.7%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $11 Shares 285 Est. Cost $50.69 Unrealized -14.4%
COWZ PACER FDS TR 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.76 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $11 Shares 391 Est. Cost $27.55 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $11 Shares 53 Est. Cost $177.15 Unrealized +10.5%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $11 Shares 370 Est. Cost $30.02 Unrealized -3.4%
IWF ISHARES TR 0.0%
Value ($000) $10 Shares 29 Est. Cost $361.10 Unrealized
GII SPDR INDEX SHS FDS 0.0%
Value ($000) $10 Shares 167 Est. Cost $59.17 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $10 Shares 128 Est. Cost $77.79 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $10 Shares 68 Est. Cost $142.02 Unrealized -3.1%
CTVA CORTEVA INC 0.0%
Value ($000) $10 Shares 159 Est. Cost $58.42 Unrealized +4.8%
SWX SOUTHWEST GAS HLDGS INC 0.0%
Value ($000) $10 Shares 138 Est. Cost $74.31 Unrealized -0.4%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $107.74 Unrealized 0.0%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $10 Shares 368 Est. Cost $26.51 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $10 Shares 220 Est. Cost $43.24 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $10 Shares 19 Est. Cost $492.97 Unrealized -4.7%
IBB ISHARES TR 0.0%
Value ($000) $10 Shares 75 Est. Cost $127.91 Unrealized
TOST TOAST INC 0.0%
Value ($000) $9 Shares 275 Est. Cost $35.14 Unrealized +6.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $33.84 Unrealized -5.8%
VLTO VERALTO CORP 0.0%
Value ($000) $9 Shares 91 Est. Cost $105.67 Unrealized -6.0%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 80 Est. Cost $115.17 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 18 Est. Cost $463.53 Unrealized +0.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $9 Shares 105 Est. Cost $85.29 Unrealized -5.0%
NCDL NUVEEN CHURCHILL DIRECT LEND 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.69 Unrealized +3.6%
ESTC ELASTIC N V 0.0%
Value ($000) $8 Shares 95 Est. Cost $92.44 Unrealized +12.3%
APA APA CORPORATION 0.0%
Value ($000) $8 Shares 400 Est. Cost $22.14 Unrealized -5.0%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $8 Shares 120 Est. Cost $85.94 Unrealized
HY HYSTER-YALE INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $48.02 Unrealized 0.0%
BITO PROSHARES TR 0.0%
Value ($000) $8 Shares 450 Est. Cost $22.78 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.06 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 95 Est. Cost $78.61 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $7 Shares 29 Est. Cost $245.53 Unrealized +1.7%
PNR PENTAIR PLC 0.0%
Value ($000) $7 Shares 84 Est. Cost $101.45 Unrealized -6.8%
TTC TORO CO 0.0%
Value ($000) $7 Shares 100 Est. Cost $79.05 Unrealized 0.0%
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $7 Shares 300 Est. Cost $27.05 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $7 Shares 181 Est. Cost $41.94 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 74 Est. Cost $92.78 Unrealized
NWN NORTHWEST NAT HLDG CO 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.79 Unrealized -0.1%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $6 Shares 325 Est. Cost $19.58 Unrealized -3.4%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $6 Shares 203 Est. Cost $30.66 Unrealized -7.6%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $6 Shares 32 Est. Cost $198.19 Unrealized
HR HEALTHCARE RLTY TR 0.0%
Value ($000) $6 Shares 350 Est. Cost $16.95 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $6 Shares 300 Est. Cost $23.40 Unrealized +1.6%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $6 Shares 35 Est. Cost $165.60 Unrealized +0.8%
IDV ISHARES TR 0.0%
Value ($000) $6 Shares 187 Est. Cost $27.38 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $6 Shares 30 Est. Cost $222.56 Unrealized -5.9%
MKL MARKEL GROUP INC 0.0%
Value ($000) $6 Shares 3 Est. Cost $1659.34 Unrealized +10.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.04 Unrealized -2.4%
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $6 Shares 700 Est. Cost $7.86 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 60 Est. Cost $123.15 Unrealized -15.4%
UDN INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.71 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $5 Shares 154 Est. Cost $33.50 Unrealized
TMFE RBB FD INC 0.0%
Value ($000) $5 Shares 200 Est. Cost $26.35 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $51.72 Unrealized +7.2%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $5 Shares 112 Est. Cost $49.89 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $5 Shares 107 Est. Cost $52.06 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $5 Shares 77 Est. Cost $58.27 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $234.55 Unrealized -12.2%
PCG PG&E CORP 0.0%
Value ($000) $5 Shares 266 Est. Cost $20.16 Unrealized -18.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $503.12 Unrealized +0.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $152.61 Unrealized +6.1%
MTB M & T BK CORP 0.0%
Value ($000) $4 Shares 21 Est. Cost $192.14 Unrealized -4.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $79.35 Unrealized -20.3%
HANCOCK JOHN PREM DIVID FD 0.0%
Value ($000) $4 Shares 284 Est. Cost $12.74 Unrealized
MET METLIFE INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $80.65 Unrealized +0.6%
LTRN LANTERN PHARMA INC 0.0%
Value ($000) $3 Shares 975 Est. Cost $3.42 Unrealized +21.2%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.35 Unrealized +4.4%
NMAX NEWSMAX INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $83.51 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $3 Shares 297 Est. Cost $9.33 Unrealized
AMTM AMENTUM HOLDINGS INC 0.0%
Value ($000) $3 Shares 170 Est. Cost $25.85 Unrealized -21.2%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $19.49 Unrealized -27.5%
ABNB AIRBNB INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $134.70 Unrealized -0.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $83.88 Unrealized -7.4%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $3 Shares 175 Est. Cost $19.65 Unrealized -0.6%
LYFT LYFT INC 0.0%
Value ($000) $3 Shares 225 Est. Cost $14.82 Unrealized -12.2%
HTRB HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.33 Unrealized
SLVM SYLVAMO CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $82.74 Unrealized -15.1%
NORDSTROM INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.15 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $311.89 Unrealized +11.6%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $2 Shares 187 Est. Cost $12.26 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $2 Shares 121 Est. Cost $25.28 Unrealized -4.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $2 Shares 13 Est. Cost $162.09 Unrealized 0.0%
FPX FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $2 Shares 20 Est. Cost $111.75 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $2 Shares 24 Est. Cost $92.29 Unrealized
OM OUTSET MED INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $11.92 Unrealized 0.0%
SABA CAPITAL INCOME & OPPORT 0.0%
Value ($000) $2 Shares 234 Est. Cost $9.06 Unrealized
SOUN SOUNDHOUND AI INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.63 Unrealized +29.4%
DJT TRUMP MEDIA & TECHNOLOGY GRO 0.0%
Value ($000) $2 Shares 100 Est. Cost $31.79 Unrealized -11.7%
SPWR COMPLETE SOLARIA INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.64 Unrealized 0.0%
PJT PJT PARTNERS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $151.40 Unrealized +3.3%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $104.85 Unrealized -5.5%
SNAP SNAP INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $11.27 Unrealized -7.5%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 120 Est. Cost $11.63 Unrealized -13.9%
SONO SONOS INC 0.0%
Value ($000) $1 Shares 88 Est. Cost $13.46 Unrealized -2.4%
PATH UIPATH INC 0.0%
Value ($000) $1 Shares 90 Est. Cost $13.22 Unrealized -2.6%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 11 Est. Cost $84.84 Unrealized +1.2%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1 Shares 18 Est. Cost $48.83 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $82.20 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $3.73 Unrealized +197.2%
CAN CANAAN INC 0.0%
Value ($000) $1 Shares 900 Est. Cost $2.05 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $36.79 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 58 Est. Cost $12.99 Unrealized +11.0%
EMB ISHARES TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $90.57 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $1 Shares 13 Est. Cost $51.78 Unrealized -9.6%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.11 Unrealized +28.7%
TLT ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $91.00 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.18 Unrealized -12.8%
ONL ORION PROPERTIES INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $3.71 Unrealized
COOK TRAEGER INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $3.07 Unrealized -27.8%