MGB Wealth Management, LLC Diversified Active

CIK: 0002015822 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $276,453 (100.0% shares, 0.0% debt)

Holdings (292)

APP APPLOVIN CORP 10.5%
Value ($000) $29,046 Shares 109,616 Est. Cost $52.21 Unrealized +560.0%
QQQ INVESCO QQQ TR 4.8%
Value ($000) $13,221 Shares 28,194 Est. Cost $419.10 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $10,173 Shares 27,063 Est. Cost $351.90 Unrealized +15.1%
SPY SPDR S&P 500 ETF TR 2.8%
Value ($000) $7,606 Shares 13,642 Est. Cost $489.95 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $6,958 Shares 31,429 Est. Cost $187.05 Unrealized +23.4%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $6,556 Shares 60,273 Est. Cost $96.99 Unrealized +30.6%
XSD SPDR SER TR 2.4%
Value ($000) $6,538 Shares 32,552 Est. Cost $227.97 Unrealized
AVGO BROADCOM INC 2.3%
Value ($000) $6,314 Shares 37,590 Est. Cost $151.86 Unrealized +38.2%
MAIN MAIN STR CAP CORP 2.0%
Value ($000) $5,499 Shares 95,566 Est. Cost $50.96 Unrealized +16.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $4,152 Shares 7,846 Est. Cost $367.50 Unrealized +32.3%
AMLP ALPS ETF TR 1.4%
Value ($000) $3,979 Shares 76,598 Est. Cost $46.13 Unrealized
JPM JPMORGAN CHASE & CO. 1.2%
Value ($000) $3,262 Shares 13,332 Est. Cost $167.42 Unrealized +49.9%
DIVO AMPLIFY ETF TR 1.1%
Value ($000) $3,170 Shares 77,927 Est. Cost $36.68 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $3,119 Shares 14,033 Est. Cost $187.09 Unrealized
WMT WALMART INC 1.1%
Value ($000) $3,111 Shares 35,543 Est. Cost $57.78 Unrealized +60.9%
EFA ISHARES TR 1.1%
Value ($000) $2,994 Shares 36,451 Est. Cost $82.05 Unrealized
GLD SPDR GOLD TR 1.1%
Value ($000) $2,941 Shares 10,210 Est. Cost $218.37 Unrealized
ABBV ABBVIE INC 1.0%
Value ($000) $2,878 Shares 13,834 Est. Cost $137.97 Unrealized +37.3%
QTEC FIRST TR NASDAQ 100 TECH IND 1.0%
Value ($000) $2,809 Shares 16,176 Est. Cost $175.58 Unrealized
ETN EATON CORP PLC 1.0%
Value ($000) $2,639 Shares 9,677 Est. Cost $220.46 Unrealized +40.0%
MCK MCKESSON CORP 0.9%
Value ($000) $2,521 Shares 3,752 Est. Cost $477.63 Unrealized +28.9%
MPC MARATHON PETE CORP 0.9%
Value ($000) $2,516 Shares 17,281 Est. Cost $142.74 Unrealized +1.7%
CNQ CANADIAN NAT RES LTD 0.9%
Value ($000) $2,434 Shares 79,092 Est. Cost $32.63 Unrealized -9.4%
HD HOME DEPOT INC 0.9%
Value ($000) $2,419 Shares 6,631 Est. Cost $295.16 Unrealized +29.0%
OKE ONEOK INC NEW 0.9%
Value ($000) $2,371 Shares 23,935 Est. Cost $60.81 Unrealized +56.2%
USMV ISHARES TR 0.9%
Value ($000) $2,365 Shares 25,295 Est. Cost $78.02 Unrealized
IGV ISHARES TR 0.8%
Value ($000) $2,276 Shares 25,558 Est. Cost $140.99 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $2,259 Shares 14,614 Est. Cost $138.10 Unrealized +30.8%
V VISA INC 0.8%
Value ($000) $2,256 Shares 6,477 Est. Cost $256.64 Unrealized +31.0%
AMZN AMAZON COM INC 0.8%
Value ($000) $2,142 Shares 11,228 Est. Cost $156.46 Unrealized +38.7%
PDP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,961 Shares 19,621 Est. Cost $88.17 Unrealized
NOBL PROSHARES TR 0.7%
Value ($000) $1,896 Shares 18,551 Est. Cost $95.21 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,831 Shares 21,142 Est. Cost $76.80 Unrealized
FDUS FIDUS INVT CORP 0.6%
Value ($000) $1,797 Shares 87,954 Est. Cost $14.67 Unrealized +34.9%
PAVE GLOBAL X FDS 0.6%
Value ($000) $1,730 Shares 45,902 Est. Cost $34.99 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $1,708 Shares 2,068 Est. Cost $703.12 Unrealized +17.6%
CVY INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,690 Shares 66,548 Est. Cost $23.94 Unrealized
INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,652 Shares 29,265 Est. Cost $47.39 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,626 Shares 43,381 Est. Cost $27.69 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,557 Shares 62,717 Est. Cost $24.33 Unrealized
XAR SPDR SER TR 0.6%
Value ($000) $1,531 Shares 9,521 Est. Cost $135.46 Unrealized
CTAS CINTAS CORP 0.5%
Value ($000) $1,481 Shares 7,245 Est. Cost $176.08 Unrealized +12.3%
HACK AMPLIFY ETF TR 0.5%
Value ($000) $1,473 Shares 20,505 Est. Cost $66.22 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value ($000) $1,473 Shares 8,200 Est. Cost $145.50 Unrealized +25.2%
SPLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,454 Shares 19,496 Est. Cost $63.27 Unrealized
TXRH TEXAS ROADHOUSE INC 0.5%
Value ($000) $1,450 Shares 8,618 Est. Cost $105.62 Unrealized +65.1%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $1,443 Shares 2,791 Est. Cost $511.31 Unrealized -2.3%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,421 Shares 8,952 Est. Cost $136.99 Unrealized 0.0%
TJX TJX COS INC NEW 0.5%
Value ($000) $1,401 Shares 11,613 Est. Cost $92.89 Unrealized +29.3%
PPA INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,394 Shares 11,956 Est. Cost $95.72 Unrealized
CME CME GROUP INC 0.5%
Value ($000) $1,376 Shares 5,197 Est. Cost $194.72 Unrealized +24.5%
CB CHUBB LIMITED 0.5%
Value ($000) $1,361 Shares 4,509 Est. Cost $281.25 Unrealized -1.8%
COR CENCORA INC 0.5%
Value ($000) $1,351 Shares 4,859 Est. Cost $208.37 Unrealized +19.8%
BXSL BLACKSTONE SECD LENDING FD 0.5%
Value ($000) $1,322 Shares 40,891 Est. Cost $28.31 Unrealized +4.7%
AR ANTERO RESOURCES CORP 0.5%
Value ($000) $1,287 Shares 31,883 Est. Cost $38.35 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.5%
Value ($000) $1,264 Shares 9,575 Est. Cost $120.18 Unrealized +7.6%
NLR VANECK ETF TRUST 0.5%
Value ($000) $1,248 Shares 17,023 Est. Cost $76.49 Unrealized
SMH VANECK ETF TRUST 0.4%
Value ($000) $1,240 Shares 5,859 Est. Cost $190.19 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,232 Shares 7,141 Est. Cost $172.46 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,218 Shares 36,915 Est. Cost $29.35 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,184 Shares 6,839 Est. Cost $116.24 Unrealized +39.4%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,153 Shares 3,725 Est. Cost $260.84 Unrealized +12.3%
KXI ISHARES TR 0.4%
Value ($000) $1,127 Shares 17,601 Est. Cost $59.28 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,126 Shares 52,499 Est. Cost $21.15 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,086 Shares 3,570 Est. Cost $223.84 Unrealized +32.0%
PSCH INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,072 Shares 24,775 Est. Cost $42.86 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.4%
Value ($000) $1,051 Shares 42,364 Est. Cost $23.30 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $1,040 Shares 2,387 Est. Cost $316.56 Unrealized +39.5%
SPYD SPDR SER TR 0.4%
Value ($000) $1,033 Shares 23,356 Est. Cost $40.09 Unrealized
FLOT ISHARES TR 0.4%
Value ($000) $1,025 Shares 20,087 Est. Cost $50.76 Unrealized
SLV ISHARES SILVER TR 0.4%
Value ($000) $1,006 Shares 32,444 Est. Cost $25.24 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,004 Shares 10,024 Est. Cost $69.71 Unrealized +44.4%
TORTOISE ENERGY INFRA CORP 0.4%
Value ($000) $1,003 Shares 23,295 Est. Cost $29.92 Unrealized
PRI PRIMERICA INC 0.4%
Value ($000) $987 Shares 3,474 Est. Cost $209.09 Unrealized +36.3%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $985 Shares 8,303 Est. Cost $110.25 Unrealized -2.8%
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $966 Shares 26,438 Est. Cost $34.17 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $957 Shares 5,525 Est. Cost $158.16 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $936 Shares 3,877 Est. Cost $183.07 Unrealized +26.7%
EATON VANCE TAX-MANAGED GLOB 0.3%
Value ($000) $919 Shares 112,644 Est. Cost $7.94 Unrealized
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $912 Shares 4,414 Est. Cost $149.04 Unrealized +26.6%
MOAT VANECK ETF TRUST 0.3%
Value ($000) $896 Shares 10,184 Est. Cost $87.47 Unrealized
TMUS T-MOBILE US INC 0.3%
Value ($000) $893 Shares 3,351 Est. Cost $159.67 Unrealized +52.2%
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $891 Shares 40,998 Est. Cost $15.05 Unrealized +48.9%
SPIB SPDR SER TR 0.3%
Value ($000) $890 Shares 26,790 Est. Cost $33.36 Unrealized
BLACKROCK ENERGY & RES TR 0.3%
Value ($000) $849 Shares 64,805 Est. Cost $12.78 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $831 Shares 879 Est. Cost $810.44 Unrealized +19.8%
ABT ABBOTT LABS 0.3%
Value ($000) $829 Shares 6,279 Est. Cost $96.07 Unrealized +30.6%
BLACKROCK ENHANCED EQUITY DI 0.3%
Value ($000) $808 Shares 95,738 Est. Cost $8.07 Unrealized
BFST BUSINESS FIRST BANCSHARES IN 0.3%
Value ($000) $797 Shares 32,733 Est. Cost $26.06 Unrealized -3.5%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $792 Shares 5,703 Est. Cost $99.79 Unrealized +53.5%
HEI HEICO CORP NEW 0.3%
Value ($000) $775 Shares 2,900 Est. Cost $173.25 Unrealized +40.6%
APO APOLLO GLOBAL MGMT INC 0.3%
Value ($000) $728 Shares 5,314 Est. Cost $141.54 Unrealized +7.3%
META META PLATFORMS INC 0.3%
Value ($000) $715 Shares 1,241 Est. Cost $496.83 Unrealized +29.5%
GUARANTY BANCSHARES INC TEX 0.3%
Value ($000) $709 Shares 17,576 Est. Cost $34.38 Unrealized
SPMD SPDR SER TR 0.3%
Value ($000) $707 Shares 13,822 Est. Cost $48.78 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $706 Shares 4,182 Est. Cost $149.25 Unrealized +9.8%
SHLD GLOBAL X FDS 0.3%
Value ($000) $705 Shares 15,147 Est. Cost $38.41 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $674 Shares 13,253 Est. Cost $46.92 Unrealized
KKR KKR & CO INC 0.2%
Value ($000) $672 Shares 5,812 Est. Cost $80.91 Unrealized +69.2%
ITA ISHARES TR 0.2%
Value ($000) $659 Shares 4,305 Est. Cost $126.67 Unrealized
AXS AXIS CAP HLDGS LTD 0.2%
Value ($000) $658 Shares 6,571 Est. Cost $91.53 Unrealized 0.0%
NFLX NETFLIX INC 0.2%
Value ($000) $647 Shares 694 Est. Cost $88.28 Unrealized +7.7%
DVY ISHARES TR 0.2%
Value ($000) $633 Shares 4,711 Est. Cost $119.00 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $621 Shares 5,710 Est. Cost $76.28 Unrealized +30.1%
BOTZ GLOBAL X FDS 0.2%
Value ($000) $595 Shares 20,908 Est. Cost $28.49 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $593 Shares 4,086 Est. Cost $136.69 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $589 Shares 11,883 Est. Cost $39.70 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $587 Shares 5,312 Est. Cost $110.11 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $584 Shares 3,491 Est. Cost $137.95 Unrealized +9.1%
MUSA MURPHY USA INC 0.2%
Value ($000) $575 Shares 1,248 Est. Cost $358.80 Unrealized +31.7%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $570 Shares 2,355 Est. Cost $158.05 Unrealized +40.4%
NUVEEN MUNICIPAL CREDIT INC 0.2%
Value ($000) $561 Shares 46,000 Est. Cost $12.19 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.2%
Value ($000) $559 Shares 22,000 Est. Cost $24.27 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $557 Shares 7,868 Est. Cost $56.60 Unrealized +21.3%
XT ISHARES TR 0.2%
Value ($000) $550 Shares 9,554 Est. Cost $59.91 Unrealized
DTE DTE ENERGY CO 0.2%
Value ($000) $543 Shares 3,972 Est. Cost $94.92 Unrealized +30.2%
SPYM SPDR SER TR 0.2%
Value ($000) $518 Shares 7,887 Est. Cost $58.03 Unrealized
RRC RANGE RES CORP 0.2%
Value ($000) $517 Shares 12,996 Est. Cost $32.82 Unrealized +17.2%
FTNT FORTINET INC 0.2%
Value ($000) $514 Shares 5,340 Est. Cost $95.93 Unrealized +5.7%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $511 Shares 1,147 Est. Cost $419.52 Unrealized +6.9%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $510 Shares 6,035 Est. Cost $69.84 Unrealized +25.7%
SPSM SPDR SER TR 0.2%
Value ($000) $487 Shares 11,940 Est. Cost $42.18 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $475 Shares 27,000 Est. Cost $18.14 Unrealized
WCC WESCO INTL INC 0.2%
Value ($000) $475 Shares 3,047 Est. Cost $147.28 Unrealized +20.4%
FV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $470 Shares 8,575 Est. Cost $51.55 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $462 Shares 19,059 Est. Cost $23.80 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $447 Shares 1,329 Est. Cost $389.74 Unrealized -7.9%
PSCT INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $445 Shares 11,102 Est. Cost $48.25 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $433 Shares 4,200 Est. Cost $117.86 Unrealized -5.7%
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $432 Shares 5,631 Est. Cost $70.85 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $432 Shares 2,613 Est. Cost $143.59 Unrealized +6.2%
TSLA TESLA INC 0.2%
Value ($000) $429 Shares 1,651 Est. Cost $328.02 Unrealized +1.6%
EATON VANCE TAX ADVT DIV INC 0.2%
Value ($000) $424 Shares 17,934 Est. Cost $22.98 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $413 Shares 4,807 Est. Cost $85.26 Unrealized
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $413 Shares 17,100 Est. Cost $24.30 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $412 Shares 2,697 Est. Cost $108.36 Unrealized +32.0%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $409 Shares 9,179 Est. Cost $40.56 Unrealized
UPGD INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $399 Shares 5,700 Est. Cost $61.79 Unrealized
LMP CAP & INCOME FD INC 0.1%
Value ($000) $398 Shares 23,998 Est. Cost $15.29 Unrealized
MCI BARINGS CORPORATE INVS 0.1%
Value ($000) $397 Shares 17,674 Est. Cost $22.49 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $396 Shares 27,764 Est. Cost $14.62 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $394 Shares 5,250 Est. Cost $64.89 Unrealized +9.9%
CCJ CAMECO CORP 0.1%
Value ($000) $389 Shares 9,439 Est. Cost $45.37 Unrealized +3.5%
XME SPDR SER TR 0.1%
Value ($000) $383 Shares 6,841 Est. Cost $59.87 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $378 Shares 14,962 Est. Cost $36.44 Unrealized -29.8%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $371 Shares 2,829 Est. Cost $131.74 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $366 Shares 721 Est. Cost $453.53 Unrealized +11.9%
SSUS STRATEGY SHS 0.1%
Value ($000) $366 Shares 8,988 Est. Cost $35.63 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $365 Shares 619 Est. Cost $522.04 Unrealized +6.8%
UNP UNION PAC CORP 0.1%
Value ($000) $362 Shares 1,547 Est. Cost $209.24 Unrealized +12.6%
GUGGENHEIM ACTIVE ALLOC FD 0.1%
Value ($000) $361 Shares 24,019 Est. Cost $15.21 Unrealized
PGJ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $360 Shares 12,170 Est. Cost $26.04 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $355 Shares 3,233 Est. Cost $92.01 Unrealized +15.0%
PFF ISHARES TR 0.1%
Value ($000) $354 Shares 11,533 Est. Cost $32.07 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $352 Shares 8,400 Est. Cost $40.06 Unrealized
NUVEEN CORE EQUITY ALPHA FD 0.1%
Value ($000) $349 Shares 22,884 Est. Cost $14.40 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $347 Shares 1,676 Est. Cost $190.07 Unrealized +0.6%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $340 Shares 2,658 Est. Cost $127.87 Unrealized
ORI OLD REP INTL CORP 0.1%
Value ($000) $337 Shares 8,600 Est. Cost $23.48 Unrealized +43.5%
FLNG FLEX LNG LTD 0.1%
Value ($000) $336 Shares 14,595 Est. Cost $22.68 Unrealized -8.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $334 Shares 1,095 Est. Cost $322.85 Unrealized +8.2%
URA GLOBAL X FDS 0.1%
Value ($000) $329 Shares 14,346 Est. Cost $28.23 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $326 Shares 2,895 Est. Cost $88.10 Unrealized +33.7%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $323 Shares 19,040 Est. Cost $16.95 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $313 Shares 1,746 Est. Cost $186.79 Unrealized 0.0%
MTUM ISHARES TR 0.1%
Value ($000) $311 Shares 1,537 Est. Cost $202.61 Unrealized
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $310 Shares 1,250 Est. Cost $266.03 Unrealized -1.1%
ABRDN HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $306 Shares 15,500 Est. Cost $19.76 Unrealized
CGBD CARLYLE SECURED LENDING INC 0.1%
Value ($000) $291 Shares 17,199 Est. Cost $15.72 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $290 Shares 500 Est. Cost $513.84 Unrealized +21.6%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $289 Shares 780 Est. Cost $314.85 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $286 Shares 1,795 Est. Cost $145.01 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $284 Shares 1,444 Est. Cost $150.21 Unrealized +38.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $283 Shares 1,161 Est. Cost $191.84 Unrealized +24.8%
IBB ISHARES TR 0.1%
Value ($000) $281 Shares 2,200 Est. Cost $136.00 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $281 Shares 515 Est. Cost $514.68 Unrealized +5.3%
XHE SPDR SER TR 0.1%
Value ($000) $276 Shares 3,353 Est. Cost $84.33 Unrealized
IYZ ISHARES TR 0.1%
Value ($000) $271 Shares 9,920 Est. Cost $27.35 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $269 Shares 747 Est. Cost $303.17 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $269 Shares 4,086 Est. Cost $68.97 Unrealized -1.8%
ASML ASML HOLDING N V 0.1%
Value ($000) $265 Shares 400 Est. Cost $693.08 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $263 Shares 57 Est. Cost $3216.19 Unrealized +47.7%
AWR AMER STATES WTR CO 0.1%
Value ($000) $261 Shares 3,321 Est. Cost $76.07 Unrealized -3.1%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $252 Shares 1,479 Est. Cost $158.63 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $250 Shares 6,117 Est. Cost $78.58 Unrealized -35.9%
DWLD DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $249 Shares 6,618 Est. Cost $36.35 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $244 Shares 1,563 Est. Cost $155.96 Unrealized +17.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $244 Shares 8,567 Est. Cost $26.70 Unrealized 0.0%
LKFN LAKELAND FINL CORP 0.1%
Value ($000) $239 Shares 4,027 Est. Cost $51.28 Unrealized +23.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $237 Shares 4,140 Est. Cost $54.98 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $229 Shares 1,628 Est. Cost $123.31 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $227 Shares 2,900 Est. Cost $83.82 Unrealized
SRE SEMPRA 0.1%
Value ($000) $223 Shares 3,200 Est. Cost $66.74 Unrealized +13.2%
PXE INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $218 Shares 7,500 Est. Cost $30.90 Unrealized
EVR EVERCORE INC 0.1%
Value ($000) $215 Shares 1,078 Est. Cost $279.37 Unrealized -11.8%
EWJ ISHARES INC 0.1%
Value ($000) $215 Shares 3,134 Est. Cost $65.58 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $214 Shares 2,660 Est. Cost $70.48 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $211 Shares 1,500 Est. Cost $129.79 Unrealized 0.0%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $209 Shares 5,090 Est. Cost $41.01 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $208 Shares 2,993 Est. Cost $72.13 Unrealized +4.8%
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $206 Shares 23,698 Est. Cost $8.45 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $202 Shares 5,812 Est. Cost $34.77 Unrealized
FLTR VANECK ETF TRUST 0.1%
Value ($000) $202 Shares 7,910 Est. Cost $25.16 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $202 Shares 2,819 Est. Cost $73.70 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $201 Shares 2,225 Est. Cost $89.10 Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $195 Shares 6,425 Est. Cost $28.30 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $190 Shares 3,345 Est. Cost $52.51 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $182 Shares 3,024 Est. Cost $53.97 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $181 Shares 3,250 Est. Cost $53.01 Unrealized
FNB F N B CORP 0.1%
Value ($000) $177 Shares 13,181 Est. Cost $11.03 Unrealized +29.4%
IYC ISHARES TR 0.1%
Value ($000) $171 Shares 1,936 Est. Cost $75.77 Unrealized
ILCV ISHARES TR 0.1%
Value ($000) $163 Shares 2,000 Est. Cost $70.62 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $161 Shares 1,756 Est. Cost $82.21 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $160 Shares 810 Est. Cost $187.26 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $157 Shares 1,629 Est. Cost $96.46 Unrealized
AIQ GLOBAL X FDS 0.1%
Value ($000) $153 Shares 4,200 Est. Cost $33.71 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $149 Shares 1,080 Est. Cost $140.32 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $144 Shares 1,380 Est. Cost $108.25 Unrealized
KCE SPDR SER TR 0.1%
Value ($000) $138 Shares 1,097 Est. Cost $102.81 Unrealized
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $134 Shares 15,000 Est. Cost $8.94 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $133 Shares 6,000 Est. Cost $21.70 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $132 Shares 1,003 Est. Cost $136.03 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $131 Shares 635 Est. Cost $208.75 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $128 Shares 1,885 Est. Cost $60.64 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $126 Shares 7,493 Est. Cost $16.18 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $115 Shares 3,450 Est. Cost $33.26 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $102 Shares 1,425 Est. Cost $108.99 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $101 Shares 1,100 Est. Cost $91.39 Unrealized
SPEU SPDR INDEX SHS FDS 0.0%
Value ($000) $94 Shares 2,141 Est. Cost $40.32 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $94 Shares 1,450 Est. Cost $66.48 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $83.84 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $93 Shares 1,300 Est. Cost $64.45 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $92 Shares 24,000 Est. Cost $3.98 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $87 Shares 1,630 Est. Cost $45.94 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $86 Shares 2,850 Est. Cost $29.78 Unrealized
EIRL ISHARES TR 0.0%
Value ($000) $82 Shares 1,380 Est. Cost $61.21 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $67.82 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $77.99 Unrealized
KIE SPDR SER TR 0.0%
Value ($000) $77 Shares 1,276 Est. Cost $56.66 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $75 Shares 1,101 Est. Cost $57.84 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $71 Shares 1,417 Est. Cost $42.41 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $70 Shares 690 Est. Cost $79.93 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $68 Shares 364 Est. Cost $188.16 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $68 Shares 1,433 Est. Cost $47.58 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $66 Shares 3,200 Est. Cost $21.15 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $63 Shares 1,350 Est. Cost $41.84 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $61 Shares 982 Est. Cost $57.65 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $60 Shares 445 Est. Cost $124.97 Unrealized
RIGS ALPS ETF TR 0.0%
Value ($000) $53 Shares 2,315 Est. Cost $23.16 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $48 Shares 400 Est. Cost $101.99 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $41.04 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $38 Shares 183 Est. Cost $195.36 Unrealized -0.9%
QUAL ISHARES TR 0.0%
Value ($000) $38 Shares 220 Est. Cost $179.30 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $37 Shares 407 Est. Cost $98.81 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 750 Est. Cost $43.20 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $36 Shares 555 Est. Cost $65.34 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $32 Shares 600 Est. Cost $52.64 Unrealized
BRCC BRC INC 0.0%
Value ($000) $31 Shares 15,030 Est. Cost $3.44 Unrealized -26.0%
MLPX GLOBAL X FDS 0.0%
Value ($000) $31 Shares 492 Est. Cost $60.75 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $30 Shares 500 Est. Cost $106.77 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $29 Shares 275 Est. Cost $109.04 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $28 Shares 300 Est. Cost $94.67 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $27 Shares 500 Est. Cost $50.58 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $25 Shares 403 Est. Cost $66.25 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $17.34 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $23 Shares 237 Est. Cost $102.86 Unrealized
PIE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $23 Shares 1,250 Est. Cost $19.69 Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $19 Shares 300 Est. Cost $55.34 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $18 Shares 400 Est. Cost $44.55 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $17 Shares 250 Est. Cost $63.12 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $17 Shares 219 Est. Cost $72.15 Unrealized
PSCE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $17 Shares 400 Est. Cost $52.05 Unrealized
PSK SPDR SER TR 0.0%
Value ($000) $16 Shares 485 Est. Cost $33.18 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $15 Shares 200 Est. Cost $83.49 Unrealized
MOOLEC SCIENCE SA 0.0%
Value ($000) $14 Shares 25,000 Est. Cost $0.80 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $13 Shares 216 Est. Cost $58.82 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $11 Shares 50 Est. Cost $213.34 Unrealized
ISCV ISHARES TR 0.0%
Value ($000) $10 Shares 175 Est. Cost $59.21 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $9 Shares 200 Est. Cost $46.57 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $8 Shares 212 Est. Cost $37.40 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $8 Shares 207 Est. Cost $35.48 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $7 Shares 114 Est. Cost $58.73 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 375 Est. Cost $15.86 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 93 Est. Cost $51.00 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 10 Est. Cost $436.80 Unrealized
MOTI VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.14 Unrealized
PIZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $5 Shares 125 Est. Cost $38.22 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $4 Shares 15 Est. Cost $223.40 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 15 Est. Cost $241.95 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 40 Est. Cost $72.03 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $2 Shares 17 Est. Cost $107.71 Unrealized
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 54 Est. Cost $26.02 Unrealized