WealthShield Partners, LLC Diversified Active

CIK: 0001729303 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $779,025 (100.0% shares, 0.0% debt)

Holdings (533)

IVV ISHARES TR 4.7%
Value ($000) $36,331 Shares 64,657 Est. Cost $404.23 Unrealized
SCHF SCHWAB STRATEGIC TR 2.2%
Value ($000) $17,136 Shares 866,312 Est. Cost $29.86 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $15,734 Shares 70,833 Est. Cost $161.10 Unrealized +43.2%
IVW ISHARES TR 1.9%
Value ($000) $14,872 Shares 160,209 Est. Cost $82.92 Unrealized
SCHG SCHWAB STRATEGIC TR 1.9%
Value ($000) $14,555 Shares 581,279 Est. Cost $39.36 Unrealized
IUSB ISHARES TR 1.9%
Value ($000) $14,466 Shares 313,938 Est. Cost $48.24 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $13,932 Shares 128,543 Est. Cost $109.02 Unrealized +16.2%
MGK VANGUARD WORLD FD 1.8%
Value ($000) $13,932 Shares 45,106 Est. Cost $264.38 Unrealized
VTV VANGUARD INDEX FDS 1.6%
Value ($000) $12,337 Shares 71,420 Est. Cost $144.38 Unrealized
DGRO ISHARES TR 1.5%
Value ($000) $11,780 Shares 190,676 Est. Cost $49.92 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $11,712 Shares 31,200 Est. Cost $284.52 Unrealized +42.4%
QUAL ISHARES TR 1.5%
Value ($000) $11,608 Shares 67,924 Est. Cost $134.00 Unrealized
DYNF BLACKROCK ETF TRUST 1.4%
Value ($000) $10,914 Shares 223,822 Est. Cost $44.84 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.4%
Value ($000) $10,697 Shares 55,141 Est. Cost $157.36 Unrealized
IVE ISHARES TR 1.3%
Value ($000) $10,511 Shares 55,153 Est. Cost $183.50 Unrealized
IEMG ISHARES INC 1.3%
Value ($000) $10,458 Shares 193,779 Est. Cost $51.44 Unrealized
FLTR VANECK ETF TRUST 1.3%
Value ($000) $9,884 Shares 386,847 Est. Cost $25.46 Unrealized
SCHV SCHWAB STRATEGIC TR 1.2%
Value ($000) $9,402 Shares 353,726 Est. Cost $40.56 Unrealized
MGV VANGUARD WORLD FD 1.1%
Value ($000) $8,866 Shares 68,845 Est. Cost $108.75 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $8,713 Shares 45,795 Est. Cost $141.50 Unrealized +53.4%
WMT WALMART INC 1.1%
Value ($000) $8,698 Shares 98,960 Est. Cost $71.48 Unrealized +30.0%
EFV ISHARES TR 1.1%
Value ($000) $8,490 Shares 144,043 Est. Cost $54.24 Unrealized
BOND PIMCO ETF TR 1.1%
Value ($000) $8,311 Shares 89,882 Est. Cost $93.37 Unrealized
JPM JPMORGAN CHASE & CO. 1.0%
Value ($000) $7,855 Shares 32,022 Est. Cost $137.49 Unrealized +82.5%
MUB ISHARES TR 1.0%
Value ($000) $7,445 Shares 70,611 Est. Cost $109.93 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $7,337 Shares 47,443 Est. Cost $123.91 Unrealized +45.8%
MDYV SPDR SER TR 0.9%
Value ($000) $7,054 Shares 91,552 Est. Cost $72.71 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.9%
Value ($000) $7,001 Shares 302,295 Est. Cost $39.93 Unrealized
TLTW ISHARES TR 0.9%
Value ($000) $6,815 Shares 283,231 Est. Cost $32.86 Unrealized
TT TRANE TECHNOLOGIES PLC 0.8%
Value ($000) $6,458 Shares 19,144 Est. Cost $268.12 Unrealized +33.9%
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $6,338 Shares 17,093 Est. Cost $284.34 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $6,268 Shares 11,197 Est. Cost $518.69 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $6,113 Shares 35,288 Est. Cost $153.41 Unrealized
META META PLATFORMS INC 0.8%
Value ($000) $5,975 Shares 10,367 Est. Cost $308.85 Unrealized +108.3%
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $5,948 Shares 16,870 Est. Cost $317.04 Unrealized +20.2%
EFG ISHARES TR 0.8%
Value ($000) $5,901 Shares 59,011 Est. Cost $94.71 Unrealized
NOBL PROSHARES TR 0.7%
Value ($000) $5,690 Shares 55,604 Est. Cost $90.45 Unrealized
MDYG SPDR SER TR 0.7%
Value ($000) $5,639 Shares 70,965 Est. Cost $76.32 Unrealized
NFLX NETFLIX INC 0.7%
Value ($000) $5,267 Shares 5,648 Est. Cost $70.66 Unrealized +34.6%
SLYV SPDR SER TR 0.7%
Value ($000) $5,256 Shares 67,034 Est. Cost $82.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $5,224 Shares 9,808 Est. Cost $388.62 Unrealized +25.1%
HD HOME DEPOT INC 0.7%
Value ($000) $5,091 Shares 13,891 Est. Cost $286.71 Unrealized +32.8%
V VISA INC 0.6%
Value ($000) $5,055 Shares 14,423 Est. Cost $235.42 Unrealized +42.9%
MSI MOTOROLA SOLUTIONS INC 0.6%
Value ($000) $4,935 Shares 11,259 Est. Cost $335.23 Unrealized +31.7%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $4,678 Shares 8,932 Est. Cost $446.17 Unrealized +11.9%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,572 Shares 22,144 Est. Cost $174.91 Unrealized
SLYG SPDR SER TR 0.6%
Value ($000) $4,459 Shares 53,726 Est. Cost $83.24 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value ($000) $4,440 Shares 25,739 Est. Cost $112.80 Unrealized +43.7%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $4,322 Shares 25,326 Est. Cost $164.67 Unrealized +12.3%
JCI JOHNSON CTLS INTL PLC 0.6%
Value ($000) $4,306 Shares 53,642 Est. Cost $69.68 Unrealized +17.1%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $4,272 Shares 58,636 Est. Cost $72.04 Unrealized 0.0%
CME CME GROUP INC 0.5%
Value ($000) $4,247 Shares 16,009 Est. Cost $179.58 Unrealized +35.0%
EMXC ISHARES INC 0.5%
Value ($000) $3,878 Shares 70,394 Est. Cost $57.57 Unrealized
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $3,860 Shares 52,548 Est. Cost $74.15 Unrealized
IYW ISHARES TR 0.5%
Value ($000) $3,844 Shares 27,373 Est. Cost $96.21 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.5%
Value ($000) $3,818 Shares 20,037 Est. Cost $195.33 Unrealized +7.3%
TJX TJX COS INC NEW 0.5%
Value ($000) $3,738 Shares 30,688 Est. Cost $74.78 Unrealized +60.6%
IUSG ISHARES TR 0.5%
Value ($000) $3,728 Shares 29,332 Est. Cost $103.22 Unrealized
MBB ISHARES TR 0.5%
Value ($000) $3,711 Shares 39,569 Est. Cost $97.10 Unrealized
IWF ISHARES TR 0.5%
Value ($000) $3,549 Shares 9,827 Est. Cost $237.74 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3,470 Shares 76,500 Est. Cost $33.40 Unrealized +18.5%
TLH ISHARES TR 0.4%
Value ($000) $3,378 Shares 32,563 Est. Cost $106.20 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $3,344 Shares 47,100 Est. Cost $61.02 Unrealized +22.2%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $3,321 Shares 3,511 Est. Cost $558.22 Unrealized +73.9%
MTUM ISHARES TR 0.4%
Value ($000) $3,316 Shares 16,404 Est. Cost $199.45 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $3,308 Shares 36,678 Est. Cost $84.51 Unrealized +6.6%
IWC ISHARES TR 0.4%
Value ($000) $3,263 Shares 29,421 Est. Cost $122.95 Unrealized
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $3,149 Shares 19,622 Est. Cost $142.09 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $3,134 Shares 18,720 Est. Cost $152.40 Unrealized +37.7%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $3,095 Shares 25,373 Est. Cost $83.45 Unrealized +32.5%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $3,079 Shares 16,527 Est. Cost $158.10 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $3,077 Shares 5,500 Est. Cost $518.69 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $3,042 Shares 60,580 Est. Cost $55.33 Unrealized -1.7%
SCHE SCHWAB STRATEGIC TR 0.4%
Value ($000) $3,035 Shares 110,099 Est. Cost $26.99 Unrealized
TLT ISHARES TR 0.4%
Value ($000) $2,999 Shares 32,942 Est. Cost $96.06 Unrealized
OEF ISHARES TR 0.4%
Value ($000) $2,875 Shares 10,616 Est. Cost $260.80 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $2,873 Shares 38,472 Est. Cost $76.89 Unrealized -4.3%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,828 Shares 12,996 Est. Cost $183.87 Unrealized +3.1%
CRM SALESFORCE INC 0.4%
Value ($000) $2,803 Shares 10,444 Est. Cost $224.12 Unrealized +37.9%
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $2,792 Shares 11,414 Est. Cost $242.54 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $2,789 Shares 13,324 Est. Cost $195.76 Unrealized +5.2%
SPYG SPDR SER TR 0.4%
Value ($000) $2,788 Shares 34,692 Est. Cost $62.41 Unrealized
SCHM SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,787 Shares 106,377 Est. Cost $42.38 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $2,763 Shares 27,936 Est. Cost $106.30 Unrealized
CTRE CARETRUST REIT INC 0.4%
Value ($000) $2,731 Shares 95,023 Est. Cost $25.08 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $2,715 Shares 3,287 Est. Cost $556.45 Unrealized +48.6%
ESGD ISHARES TR 0.3%
Value ($000) $2,634 Shares 32,238 Est. Cost $75.83 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,625 Shares 118,866 Est. Cost $33.06 Unrealized
FISV FISERV INC 0.3%
Value ($000) $2,611 Shares 11,823 Est. Cost $112.79 Unrealized +94.1%
AVDV AMERICAN CENTY ETF TR 0.3%
Value ($000) $2,587 Shares 37,098 Est. Cost $49.32 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $2,538 Shares 4,995 Est. Cost $370.78 Unrealized +36.9%
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,514 Shares 107,285 Est. Cost $35.63 Unrealized
BINC BLACKROCK ETF TRUST II 0.3%
Value ($000) $2,505 Shares 47,825 Est. Cost $52.79 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $2,491 Shares 23,817 Est. Cost $98.86 Unrealized
IDEV ISHARES TR 0.3%
Value ($000) $2,464 Shares 35,773 Est. Cost $61.10 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $2,450 Shares 9,011 Est. Cost $178.94 Unrealized +72.4%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $2,349 Shares 16,394 Est. Cost $132.62 Unrealized +19.2%
TFI SPDR SER TR 0.3%
Value ($000) $2,305 Shares 51,146 Est. Cost $46.08 Unrealized
USFR WISDOMTREE TR 0.3%
Value ($000) $2,211 Shares 43,937 Est. Cost $50.27 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $2,197 Shares 26,700 Est. Cost $72.01 Unrealized +12.5%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,175 Shares 30,680 Est. Cost $69.97 Unrealized -1.9%
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,062 Shares 41,391 Est. Cost $41.22 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $2,061 Shares 27,151 Est. Cost $79.47 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $2,041 Shares 7,082 Est. Cost $229.83 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $2,027 Shares 10,051 Est. Cost $218.73 Unrealized -2.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,027 Shares 9,124 Est. Cost $179.40 Unrealized
EDIV SPDR INDEX SHS FDS 0.3%
Value ($000) $2,004 Shares 56,123 Est. Cost $30.03 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $1,996 Shares 3,641 Est. Cost $542.01 Unrealized 0.0%
PTLC PACER FDS TR 0.2%
Value ($000) $1,925 Shares 37,406 Est. Cost $35.90 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,906 Shares 3,710 Est. Cost $451.85 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $1,904 Shares 28,946 Est. Cost $56.13 Unrealized
DWX SPDR INDEX SHS FDS 0.2%
Value ($000) $1,892 Shares 49,327 Est. Cost $37.21 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,875 Shares 6,002 Est. Cost $248.34 Unrealized +17.9%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,863 Shares 3,972 Est. Cost $436.22 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $1,825 Shares 35,731 Est. Cost $43.73 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $1,812 Shares 116,969 Est. Cost $19.88 Unrealized -2.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,811 Shares 10,626 Est. Cost $124.95 Unrealized +31.2%
O REALTY INCOME CORP 0.2%
Value ($000) $1,712 Shares 29,513 Est. Cost $54.19 Unrealized -3.0%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,689 Shares 60,393 Est. Cost $41.59 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $1,675 Shares 6,585 Est. Cost $288.33 Unrealized -3.6%
SNPS SYNOPSYS INC 0.2%
Value ($000) $1,659 Shares 3,869 Est. Cost $516.54 Unrealized -6.0%
UNP UNION PAC CORP 0.2%
Value ($000) $1,607 Shares 6,804 Est. Cost $207.49 Unrealized +13.5%
IAU ISHARES GOLD TR 0.2%
Value ($000) $1,603 Shares 27,182 Est. Cost $54.44 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,566 Shares 10,447 Est. Cost $149.81 Unrealized -4.2%
HEFA ISHARES TR 0.2%
Value ($000) $1,524 Shares 41,989 Est. Cost $36.10 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $1,515 Shares 32,375 Est. Cost $45.81 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,489 Shares 9,531 Est. Cost $149.65 Unrealized +21.9%
SHY ISHARES TR 0.2%
Value ($000) $1,454 Shares 17,570 Est. Cost $81.19 Unrealized
NULV NUSHARES ETF TR 0.2%
Value ($000) $1,449 Shares 35,786 Est. Cost $37.52 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $1,438 Shares 20,028 Est. Cost $51.94 Unrealized +25.1%
IWM ISHARES TR 0.2%
Value ($000) $1,419 Shares 7,112 Est. Cost $199.00 Unrealized
ICSH ISHARES TR 0.2%
Value ($000) $1,401 Shares 27,633 Est. Cost $50.47 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,397 Shares 3,127 Est. Cost $424.32 Unrealized +5.6%
JQUA J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,371 Shares 24,278 Est. Cost $48.19 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,368 Shares 19,485 Est. Cost $69.76 Unrealized
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,355 Shares 27,307 Est. Cost $51.00 Unrealized
NUSC NUSHARES ETF TR 0.2%
Value ($000) $1,334 Shares 34,796 Est. Cost $39.21 Unrealized
DON WISDOMTREE TR 0.2%
Value ($000) $1,331 Shares 26,875 Est. Cost $43.34 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $1,285 Shares 55,896 Est. Cost $24.23 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,283 Shares 28,345 Est. Cost $43.90 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $1,272 Shares 36,387 Est. Cost $33.50 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $1,267 Shares 4,041 Est. Cost $346.08 Unrealized 0.0%
IXUS ISHARES TR 0.2%
Value ($000) $1,239 Shares 17,751 Est. Cost $65.08 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,204 Shares 10,127 Est. Cost $72.52 Unrealized +47.8%
EMB ISHARES TR 0.2%
Value ($000) $1,201 Shares 13,259 Est. Cost $92.96 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $1,185 Shares 10,899 Est. Cost $107.21 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $1,181 Shares 20,248 Est. Cost $86.99 Unrealized
UAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,160 Shares 33,510 Est. Cost $29.77 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $1,158 Shares 9,672 Est. Cost $109.96 Unrealized
WDIV SPDR INDEX SHS FDS 0.1%
Value ($000) $1,153 Shares 17,702 Est. Cost $62.90 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,138 Shares 31,497 Est. Cost $33.98 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,132 Shares 14,356 Est. Cost $67.82 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $1,104 Shares 13,258 Est. Cost $84.90 Unrealized
PCEF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,094 Shares 58,042 Est. Cost $21.75 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $1,083 Shares 26,324 Est. Cost $27.52 Unrealized +55.1%
IWD ISHARES TR 0.1%
Value ($000) $1,059 Shares 5,630 Est. Cost $162.50 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,040 Shares 4,964 Est. Cost $104.47 Unrealized +81.3%
NUMV NUSHARES ETF TR 0.1%
Value ($000) $1,034 Shares 30,223 Est. Cost $34.53 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,028 Shares 7,055 Est. Cost $95.84 Unrealized +51.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,025 Shares 20,168 Est. Cost $47.63 Unrealized
NULG NUSHARES ETF TR 0.1%
Value ($000) $1,018 Shares 13,003 Est. Cost $60.86 Unrealized
SPIB SPDR SER TR 0.1%
Value ($000) $996 Shares 29,954 Est. Cost $32.95 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $992 Shares 5,980 Est. Cost $144.89 Unrealized +5.2%
IGM ISHARES TR 0.1%
Value ($000) $979 Shares 10,800 Est. Cost $90.67 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $979 Shares 11,974 Est. Cost $75.05 Unrealized
T AT&T INC 0.1%
Value ($000) $973 Shares 34,401 Est. Cost $15.98 Unrealized +52.4%
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $970 Shares 53,727 Est. Cost $18.10 Unrealized
EMNT PIMCO ETF TR 0.1%
Value ($000) $963 Shares 9,756 Est. Cost $98.58 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $944 Shares 4,255 Est. Cost $217.59 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $933 Shares 29,199 Est. Cost $30.06 Unrealized
SUSC ISHARES TR 0.1%
Value ($000) $931 Shares 40,375 Est. Cost $23.63 Unrealized
IJT ISHARES TR 0.1%
Value ($000) $930 Shares 7,467 Est. Cost $135.39 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $926 Shares 3,369 Est. Cost $238.06 Unrealized
ACIO ETF SER SOLUTIONS 0.1%
Value ($000) $917 Shares 23,705 Est. Cost $38.69 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $895 Shares 3,455 Est. Cost $275.87 Unrealized +20.8%
USCI UNITED STS COMMODITY INDEX F 0.1%
Value ($000) $894 Shares 12,391 Est. Cost $56.55 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $889 Shares 14,660 Est. Cost $58.95 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $852 Shares 6,989 Est. Cost $81.71 Unrealized
SUSA ISHARES TR 0.1%
Value ($000) $841 Shares 7,320 Est. Cost $96.21 Unrealized
NUMG NUSHARES ETF TR 0.1%
Value ($000) $823 Shares 19,179 Est. Cost $42.27 Unrealized
VIRTUS DIVIDEND INTEREST & P 0.1%
Value ($000) $814 Shares 67,093 Est. Cost $12.17 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $796 Shares 4,678 Est. Cost $143.36 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $791 Shares 6,532 Est. Cost $115.77 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $784 Shares 41,090 Est. Cost $19.43 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $776 Shares 7,959 Est. Cost $94.56 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.1%
Value ($000) $771 Shares 41,918 Est. Cost $18.14 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $763 Shares 10,621 Est. Cost $55.01 Unrealized +34.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $762 Shares 4,555 Est. Cost $128.56 Unrealized +17.1%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $760 Shares 3,018 Est. Cost $269.67 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $752 Shares 7,117 Est. Cost $104.99 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $742 Shares 18,355 Est. Cost $61.57 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $730 Shares 5,984 Est. Cost $91.46 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $715 Shares 33,222 Est. Cost $38.45 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $710 Shares 4,625 Est. Cost $159.68 Unrealized 0.0%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $689 Shares 18,924 Est. Cost $31.19 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $688 Shares 7,598 Est. Cost $94.44 Unrealized
UDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $687 Shares 20,019 Est. Cost $34.99 Unrealized
ICVT ISHARES TR 0.1%
Value ($000) $677 Shares 8,099 Est. Cost $80.71 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $666 Shares 15,959 Est. Cost $35.69 Unrealized +22.2%
FCNCA FIRST CTZNS BANCSHARES INC N 0.1%
Value ($000) $666 Shares 359 Est. Cost $1517.01 Unrealized +33.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $656 Shares 10,763 Est. Cost $49.78 Unrealized +11.4%
IEFA ISHARES TR 0.1%
Value ($000) $648 Shares 8,568 Est. Cost $64.45 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $618 Shares 24,403 Est. Cost $34.69 Unrealized -28.8%
BLACKROCK CR ALLOCATION INCO 0.1%
Value ($000) $616 Shares 57,437 Est. Cost $10.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $613 Shares 2,465 Est. Cost $115.10 Unrealized +108.0%
MINO PIMCO ETF TR 0.1%
Value ($000) $612 Shares 13,679 Est. Cost $44.34 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $595 Shares 6,236 Est. Cost $95.81 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $593 Shares 13,568 Est. Cost $43.13 Unrealized
HIMU BLACKROCK ETF TRUST II 0.1%
Value ($000) $576 Shares 11,633 Est. Cost $49.53 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $573 Shares 1,071 Est. Cost $522.13 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $570 Shares 5,569 Est. Cost $92.02 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $568 Shares 11,223 Est. Cost $50.28 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $564 Shares 2,220 Est. Cost $193.35 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $537 Shares 1,278 Est. Cost $526.03 Unrealized -17.5%
LQDW ISHARES TR 0.1%
Value ($000) $537 Shares 20,415 Est. Cost $26.27 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $519 Shares 3,220 Est. Cost $124.77 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $519 Shares 4,451 Est. Cost $110.83 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $518 Shares 12,383 Est. Cost $43.97 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $515 Shares 16,685 Est. Cost $27.84 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $505 Shares 3,166 Est. Cost $76.37 Unrealized +79.4%
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $503 Shares 20,746 Est. Cost $24.30 Unrealized
BAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $501 Shares 11,801 Est. Cost $42.68 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $482 Shares 6,649 Est. Cost $79.69 Unrealized
EUSA ISHARES INC 0.1%
Value ($000) $475 Shares 5,077 Est. Cost $85.55 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $474 Shares 1,831 Est. Cost $246.39 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $466 Shares 1,812 Est. Cost $240.33 Unrealized
BJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $464 Shares 11,450 Est. Cost $39.41 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $458 Shares 2,910 Est. Cost $129.35 Unrealized +9.5%
SPLB SPDR SER TR 0.1%
Value ($000) $449 Shares 19,876 Est. Cost $22.76 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $448 Shares 8,651 Est. Cost $46.87 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $445 Shares 5,634 Est. Cost $81.41 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $441 Shares 11,656 Est. Cost $62.21 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $435 Shares 3,951 Est. Cost $118.01 Unrealized -4.5%
PWS PACER FDS TR 0.1%
Value ($000) $429 Shares 13,932 Est. Cost $29.07 Unrealized
THRO BLACKROCK ETF TRUST 0.1%
Value ($000) $425 Shares 13,408 Est. Cost $31.69 Unrealized
HYDB ISHARES TR 0.1%
Value ($000) $412 Shares 8,759 Est. Cost $47.01 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $409 Shares 748 Est. Cost $423.74 Unrealized +39.4%
GE GE AEROSPACE 0.1%
Value ($000) $409 Shares 2,038 Est. Cost $96.10 Unrealized +103.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $403 Shares 4,104 Est. Cost $88.52 Unrealized +14.1%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $397 Shares 6,673 Est. Cost $48.92 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $396 Shares 4,697 Est. Cost $64.26 Unrealized +36.7%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $390 Shares 2,306 Est. Cost $129.14 Unrealized +25.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $386 Shares 1,170 Est. Cost $255.52 Unrealized +37.7%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $372 Shares 886 Est. Cost $376.38 Unrealized
AVSD AMERICAN CENTY ETF TR 0.0%
Value ($000) $372 Shares 6,200 Est. Cost $54.08 Unrealized
PWR QUANTA SVCS INC 0.0%
Value ($000) $371 Shares 1,460 Est. Cost $191.86 Unrealized +50.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $368 Shares 1,199 Est. Cost $253.34 Unrealized +16.6%
RTX RTX CORPORATION 0.0%
Value ($000) $365 Shares 2,757 Est. Cost $102.60 Unrealized +21.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $360 Shares 1,339 Est. Cost $264.78 Unrealized +10.5%
ABT ABBOTT LABS 0.0%
Value ($000) $353 Shares 2,665 Est. Cost $112.81 Unrealized +11.2%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $350 Shares 10,807 Est. Cost $31.24 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $349 Shares 3,014 Est. Cost $95.42 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $349 Shares 11,271 Est. Cost $30.99 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $349 Shares 6,061 Est. Cost $61.33 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $343 Shares 4,035 Est. Cost $79.01 Unrealized
UJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $343 Shares 10,352 Est. Cost $31.75 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $343 Shares 2,967 Est. Cost $115.06 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $342 Shares 10,360 Est. Cost $24.41 Unrealized
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $334 Shares 8,977 Est. Cost $36.60 Unrealized
PPL PPL CORP 0.0%
Value ($000) $330 Shares 9,073 Est. Cost $24.84 Unrealized +32.5%
PFF ISHARES TR 0.0%
Value ($000) $326 Shares 10,603 Est. Cost $31.50 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $326 Shares 990 Est. Cost $295.68 Unrealized 0.0%
KAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $322 Shares 13,400 Est. Cost $25.04 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $321 Shares 3,430 Est. Cost $84.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $320 Shares 3,114 Est. Cost $136.58 Unrealized -18.6%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $318 Shares 11,210 Est. Cost $28.41 Unrealized
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $316 Shares 37,443 Est. Cost $9.64 Unrealized
MMM 3M CO 0.0%
Value ($000) $312 Shares 2,125 Est. Cost $94.27 Unrealized +53.4%
BA BOEING CO 0.0%
Value ($000) $311 Shares 1,822 Est. Cost $194.87 Unrealized -11.2%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $301 Shares 7,329 Est. Cost $44.32 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $297 Shares 984 Est. Cost $276.25 Unrealized 0.0%
AOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $296 Shares 11,910 Est. Cost $24.86 Unrealized
UAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $288 Shares 9,631 Est. Cost $28.98 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $286 Shares 1,171 Est. Cost $253.59 Unrealized 0.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $285 Shares 4,617 Est. Cost $45.73 Unrealized +31.4%
EWJ ISHARES INC 0.0%
Value ($000) $278 Shares 4,054 Est. Cost $68.56 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $274 Shares 3,501 Est. Cost $77.67 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $273 Shares 2,320 Est. Cost $87.29 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $272 Shares 2,626 Est. Cost $103.47 Unrealized
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $271 Shares 7,566 Est. Cost $35.82 Unrealized
SMB VANECK ETF TRUST 0.0%
Value ($000) $271 Shares 15,813 Est. Cost $17.39 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $270 Shares 6,613 Est. Cost $40.77 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $267 Shares 2,358 Est. Cost $119.36 Unrealized -11.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $266 Shares 4,395 Est. Cost $51.03 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $262 Shares 1,875 Est. Cost $131.30 Unrealized +23.1%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $258 Shares 1,117 Est. Cost $184.59 Unrealized +22.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $258 Shares 12,002 Est. Cost $45.34 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $255 Shares 1,093 Est. Cost $237.35 Unrealized +2.0%
IWS ISHARES TR 0.0%
Value ($000) $252 Shares 2,000 Est. Cost $109.77 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $252 Shares 2,159 Est. Cost $125.91 Unrealized 0.0%
HYMB SPDR SER TR 0.0%
Value ($000) $249 Shares 9,860 Est. Cost $34.92 Unrealized
DIM WISDOMTREE TR 0.0%
Value ($000) $245 Shares 3,704 Est. Cost $60.55 Unrealized
TGTX TG THERAPEUTICS INC 0.0%
Value ($000) $239 Shares 6,050 Est. Cost $33.65 Unrealized 0.0%
IFRA ISHARES TR 0.0%
Value ($000) $238 Shares 5,279 Est. Cost $35.68 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $231 Shares 15,000 Est. Cost $16.25 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $227 Shares 3,356 Est. Cost $57.99 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $226 Shares 2,460 Est. Cost $84.13 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $225 Shares 2,234 Est. Cost $100.70 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $221 Shares 6,542 Est. Cost $33.79 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $221 Shares 2,702 Est. Cost $80.35 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $217 Shares 11,595 Est. Cost $18.70 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $217 Shares 2,064 Est. Cost $96.79 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $216 Shares 4,543 Est. Cost $54.81 Unrealized
NUEM NUSHARES ETF TR 0.0%
Value ($000) $216 Shares 7,387 Est. Cost $30.31 Unrealized
AVES AMERICAN CENTY ETF TR 0.0%
Value ($000) $215 Shares 4,569 Est. Cost $41.02 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $214 Shares 8,792 Est. Cost $28.27 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $213 Shares 1,725 Est. Cost $119.26 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $212 Shares 554 Est. Cost $428.84 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $212 Shares 2,533 Est. Cost $63.85 Unrealized +29.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $212 Shares 1,003 Est. Cost $198.41 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $212 Shares 1,907 Est. Cost $110.16 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $210 Shares 1,502 Est. Cost $102.08 Unrealized +55.0%
HYG ISHARES TR 0.0%
Value ($000) $209 Shares 2,649 Est. Cost $83.85 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $206 Shares 3,324 Est. Cost $64.44 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $206 Shares 3,432 Est. Cost $59.80 Unrealized
SHM SPDR SER TR 0.0%
Value ($000) $204 Shares 4,296 Est. Cost $48.02 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $204 Shares 4,108 Est. Cost $58.59 Unrealized -18.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $201 Shares 2,038 Est. Cost $103.71 Unrealized +2.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $201 Shares 2,308 Est. Cost $76.16 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $196 Shares 2,425 Est. Cost $73.71 Unrealized
BMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $196 Shares 4,294 Est. Cost $45.54 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $195 Shares 3,026 Est. Cost $53.35 Unrealized
GAL SSGA ACTIVE ETF TR 0.0%
Value ($000) $194 Shares 4,321 Est. Cost $40.34 Unrealized
USEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $193 Shares 5,602 Est. Cost $29.54 Unrealized
PREF PRINCIPAL EXCHANGE TRADED FD 0.0%
Value ($000) $192 Shares 10,294 Est. Cost $18.15 Unrealized
PSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $190 Shares 4,955 Est. Cost $38.43 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $186 Shares 1,369 Est. Cost $122.79 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $185 Shares 12,191 Est. Cost $11.28 Unrealized +37.7%
XMPT VANECK ETF TRUST 0.0%
Value ($000) $183 Shares 8,454 Est. Cost $27.15 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $180 Shares 3,255 Est. Cost $45.52 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $178 Shares 561 Est. Cost $270.74 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $173 Shares 26,424 Est. Cost $6.86 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $170 Shares 5,224 Est. Cost $29.26 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $166 Shares 2,218 Est. Cost $62.87 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $162 Shares 1,750 Est. Cost $73.78 Unrealized
NUHY NUSHARES ETF TR 0.0%
Value ($000) $161 Shares 7,597 Est. Cost $20.75 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.0%
Value ($000) $160 Shares 3,206 Est. Cost $40.66 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $159 Shares 3,279 Est. Cost $50.86 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $156 Shares 3,961 Est. Cost $33.67 Unrealized
IAGG ISHARES TR 0.0%
Value ($000) $155 Shares 3,110 Est. Cost $49.99 Unrealized
POCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $152 Shares 3,912 Est. Cost $39.57 Unrealized
PAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $145 Shares 3,850 Est. Cost $37.72 Unrealized
SCMB SCHWAB STRATEGIC TR 0.0%
Value ($000) $145 Shares 5,724 Est. Cost $38.86 Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $138 Shares 3,304 Est. Cost $41.84 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $136 Shares 1,674 Est. Cost $84.98 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $136 Shares 531 Est. Cost $230.28 Unrealized
UJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $135 Shares 3,538 Est. Cost $37.99 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $133 Shares 3,500 Est. Cost $37.81 Unrealized 0.0%
PDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $132 Shares 3,500 Est. Cost $38.42 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $127 Shares 4,100 Est. Cost $27.44 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $125 Shares 3,778 Est. Cost $25.36 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $124 Shares 1,617 Est. Cost $76.58 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $120 Shares 894 Est. Cost $118.62 Unrealized
GRNB VANECK ETF TRUST 0.0%
Value ($000) $120 Shares 4,978 Est. Cost $23.51 Unrealized
PIO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $120 Shares 2,980 Est. Cost $34.98 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $119 Shares 2,164 Est. Cost $45.07 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $117 Shares 772 Est. Cost $142.26 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $116 Shares 1,835 Est. Cost $59.23 Unrealized
FLGB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $115 Shares 4,020 Est. Cost $26.29 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value ($000) $113 Shares 1,700 Est. Cost $60.99 Unrealized
BGRN ISHARES TR 0.0%
Value ($000) $112 Shares 2,369 Est. Cost $47.09 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $111 Shares 3,117 Est. Cost $35.03 Unrealized
FLBL FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $111 Shares 4,600 Est. Cost $24.05 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $110 Shares 3,912 Est. Cost $25.00 Unrealized
QBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $106 Shares 4,000 Est. Cost $26.39 Unrealized
PJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $105 Shares 2,612 Est. Cost $40.01 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $104 Shares 1,734 Est. Cost $59.64 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $102 Shares 18,255 Est. Cost $5.61 Unrealized
ZALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $101 Shares 3,400 Est. Cost $29.76 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $99 Shares 1,691 Est. Cost $58.07 Unrealized
RBUF INNOVATOR ETFS TRUST 0.0%
Value ($000) $99 Shares 3,800 Est. Cost $26.20 Unrealized
NOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $99 Shares 1,990 Est. Cost $51.34 Unrealized
BDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $96 Shares 2,300 Est. Cost $43.11 Unrealized
KOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $95 Shares 3,250 Est. Cost $30.57 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $94 Shares 1,197 Est. Cost $76.41 Unrealized
URTH ISHARES INC 0.0%
Value ($000) $92 Shares 600 Est. Cost $117.67 Unrealized
KDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $92 Shares 4,000 Est. Cost $23.98 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $90 Shares 1,785 Est. Cost $50.74 Unrealized
BNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $88 Shares 2,300 Est. Cost $31.61 Unrealized
FVC FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $88 Shares 2,488 Est. Cost $34.39 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $87 Shares 598 Est. Cost $145.62 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $87 Shares 1,130 Est. Cost $62.62 Unrealized
WOLFSPEED INC 0.0%
Value ($000) $87 Shares 28,389 Est. Cost $3.06 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $87 Shares 655 Est. Cost $138.73 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $86 Shares 900 Est. Cost $95.21 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $85 Shares 5,092 Est. Cost $17.02 Unrealized
MUNI PIMCO ETF TR 0.0%
Value ($000) $83 Shares 1,605 Est. Cost $52.54 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $82 Shares 876 Est. Cost $82.05 Unrealized
NJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $80 Shares 1,336 Est. Cost $60.03 Unrealized
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $80 Shares 3,299 Est. Cost $23.42 Unrealized
TOI THE ONCOLOGY INSTITUTE INC 0.0%
Value ($000) $80 Shares 70,154 Est. Cost $0.77 Unrealized 0.0%
IYE ISHARES TR 0.0%
Value ($000) $77 Shares 1,567 Est. Cost $45.58 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $76 Shares 790 Est. Cost $84.57 Unrealized
DLS WISDOMTREE TR 0.0%
Value ($000) $74 Shares 1,117 Est. Cost $60.48 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $73 Shares 3,550 Est. Cost $22.07 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $73 Shares 993 Est. Cost $54.09 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $72 Shares 1,710 Est. Cost $41.84 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $71 Shares 2,633 Est. Cost $29.71 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $70 Shares 700 Est. Cost $99.98 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $69 Shares 1,810 Est. Cost $37.81 Unrealized 0.0%
IXN ISHARES TR 0.0%
Value ($000) $67 Shares 890 Est. Cost $74.35 Unrealized
BFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $66 Shares 1,600 Est. Cost $41.53 Unrealized
BALT INNOVATOR ETFS TRUST 0.0%
Value ($000) $66 Shares 2,092 Est. Cost $30.83 Unrealized
UMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $64 Shares 1,800 Est. Cost $28.72 Unrealized
SPMD SPDR SER TR 0.0%
Value ($000) $63 Shares 1,234 Est. Cost $43.94 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $63 Shares 2,266 Est. Cost $41.11 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $62 Shares 3,000 Est. Cost $20.77 Unrealized
UOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $62 Shares 1,782 Est. Cost $35.28 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $61 Shares 653 Est. Cost $68.48 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $58 Shares 980 Est. Cost $59.96 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $55 Shares 790 Est. Cost $81.84 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $53 Shares 1,040 Est. Cost $51.06 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $51 Shares 167 Est. Cost $320.50 Unrealized
IMTB ISHARES TR 0.0%
Value ($000) $48 Shares 1,110 Est. Cost $47.27 Unrealized
AVEM AMERICAN CENTY ETF TR 0.0%
Value ($000) $48 Shares 800 Est. Cost $54.79 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $48 Shares 1,038 Est. Cost $37.99 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $44 Shares 1,881 Est. Cost $32.71 Unrealized
DEW WISDOMTREE TR 0.0%
Value ($000) $44 Shares 781 Est. Cost $48.49 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $43 Shares 360 Est. Cost $116.74 Unrealized
EWG ISHARES INC 0.0%
Value ($000) $41 Shares 1,105 Est. Cost $28.46 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $40 Shares 1,035 Est. Cost $47.19 Unrealized
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $40 Shares 1,304 Est. Cost $76.18 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $39 Shares 388 Est. Cost $94.43 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $38 Shares 920 Est. Cost $40.43 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $37 Shares 712 Est. Cost $52.07 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $37 Shares 1,414 Est. Cost $25.85 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $72.04 Unrealized 0.0%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $35 Shares 600 Est. Cost $44.87 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $34 Shares 724 Est. Cost $60.85 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $34 Shares 1,173 Est. Cost $23.85 Unrealized
PUTNAM MASTER INTER INCOME T 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $3.19 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $32 Shares 772 Est. Cost $39.43 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $32 Shares 319 Est. Cost $100.67 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $32 Shares 370 Est. Cost $80.65 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $32 Shares 717 Est. Cost $37.99 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $32 Shares 1,183 Est. Cost $25.38 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $31 Shares 306 Est. Cost $74.25 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $31 Shares 589 Est. Cost $52.89 Unrealized
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $30 Shares 498 Est. Cost $57.41 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $29 Shares 1,075 Est. Cost $24.17 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $28 Shares 307 Est. Cost $84.92 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $28 Shares 432 Est. Cost $109.76 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $27 Shares 638 Est. Cost $41.76 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $26 Shares 317 Est. Cost $81.67 Unrealized
PTMC PACER FDS TR 0.0%
Value ($000) $26 Shares 748 Est. Cost $33.69 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $25 Shares 700 Est. Cost $33.19 Unrealized
SOXQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $25 Shares 750 Est. Cost $33.09 Unrealized
USXF ISHARES TR 0.0%
Value ($000) $25 Shares 534 Est. Cost $35.92 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $25 Shares 505 Est. Cost $47.87 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $25 Shares 472 Est. Cost $44.30 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $24 Shares 383 Est. Cost $60.14 Unrealized
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $23 Shares 398 Est. Cost $57.20 Unrealized
REM ISHARES TR 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $23.24 Unrealized
CORP PIMCO ETF TR 0.0%
Value ($000) $22 Shares 231 Est. Cost $96.01 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 225 Est. Cost $82.41 Unrealized
BJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $21 Shares 478 Est. Cost $43.18 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $20 Shares 799 Est. Cost $24.04 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 101 Est. Cost $161.37 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $19 Shares 1,309 Est. Cost $14.52 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.88 Unrealized
ERET ISHARES TR 0.0%
Value ($000) $18 Shares 703 Est. Cost $28.83 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $18 Shares 625 Est. Cost $28.02 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 200 Est. Cost $72.96 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $18 Shares 500 Est. Cost $35.84 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $18 Shares 92 Est. Cost $200.85 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 98 Est. Cost $180.83 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $16 Shares 12,000 Est. Cost $1.67 Unrealized 0.0%
FMAT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $15 Shares 320 Est. Cost $45.59 Unrealized
GCOW PACER FDS TR 0.0%
Value ($000) $14 Shares 390 Est. Cost $33.63 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $14 Shares 228 Est. Cost $55.74 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $14 Shares 74 Est. Cost $193.40 Unrealized
XVV ISHARES TR 0.0%
Value ($000) $14 Shares 319 Est. Cost $45.30 Unrealized
FTXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $13 Shares 440 Est. Cost $21.26 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $12 Shares 329 Est. Cost $40.80 Unrealized
PJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $12 Shares 330 Est. Cost $30.78 Unrealized
MID AMERICAN CENTY ETF TR 0.0%
Value ($000) $12 Shares 211 Est. Cost $51.73 Unrealized
OSCV ETF SER SOLUTIONS 0.0%
Value ($000) $11 Shares 324 Est. Cost $34.85 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $11 Shares 239 Est. Cost $46.52 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $11 Shares 151 Est. Cost $75.49 Unrealized
DMXF ISHARES TR 0.0%
Value ($000) $11 Shares 156 Est. Cost $63.37 Unrealized
ADME ETF SER SOLUTIONS 0.0%
Value ($000) $10 Shares 236 Est. Cost $44.41 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $10 Shares 159 Est. Cost $59.89 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $9 Shares 183 Est. Cost $39.36 Unrealized
JEMA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $9 Shares 232 Est. Cost $36.65 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8 Shares 508 Est. Cost $16.52 Unrealized
QVC GROUP INC 0.0%
Value ($000) $8 Shares 40,000 Est. Cost $0.20 Unrealized
PTBD PACER FDS TR 0.0%
Value ($000) $8 Shares 374 Est. Cost $23.06 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 158 Est. Cost $49.96 Unrealized
AIVL WISDOMTREE TR 0.0%
Value ($000) $6 Shares 58 Est. Cost $92.17 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $6 Shares 150 Est. Cost $35.79 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.86 Unrealized
BWX SPDR SER TR 0.0%
Value ($000) $6 Shares 268 Est. Cost $23.12 Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value ($000) $6 Shares 125 Est. Cost $45.62 Unrealized
NUBD NUSHARES ETF TR 0.0%
Value ($000) $6 Shares 248 Est. Cost $22.35 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $6 Shares 43 Est. Cost $129.40 Unrealized
MLN VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 307 Est. Cost $18.01 Unrealized
XME SPDR SER TR 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.99 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $5 Shares 54 Est. Cost $91.72 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 278 Est. Cost $16.91 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $5 Shares 98 Est. Cost $47.98 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 115 Est. Cost $54.34 Unrealized
FLMB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $4 Shares 180 Est. Cost $23.76 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $4 Shares 85 Est. Cost $46.19 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 61 Est. Cost $64.07 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $4 Shares 20 Est. Cost $188.40 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $54.03 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 307 Est. Cost $11.48 Unrealized
FFTY INNOVATOR ETFS TRUST 0.0%
Value ($000) $3 Shares 128 Est. Cost $26.89 Unrealized
DRSK ETF SER SOLUTIONS 0.0%
Value ($000) $3 Shares 124 Est. Cost $27.37 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $37.05 Unrealized
DEM WISDOMTREE TR 0.0%
Value ($000) $3 Shares 78 Est. Cost $37.86 Unrealized
SPTI SPDR SER TR 0.0%
Value ($000) $3 Shares 112 Est. Cost $28.58 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $3 Shares 29 Est. Cost $83.65 Unrealized
MJ AMPLIFY ETF TR 0.0%
Value ($000) $3 Shares 157 Est. Cost $19.50 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $3 Shares 38 Est. Cost $61.74 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.59 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $3 Shares 49 Est. Cost $54.60 Unrealized
INDS PACER FDS TR 0.0%
Value ($000) $3 Shares 75 Est. Cost $35.73 Unrealized
IDRV ISHARES TR 0.0%
Value ($000) $3 Shares 89 Est. Cost $38.36 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $183.30 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 53 Est. Cost $45.57 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 70 Est. Cost $52.94 Unrealized
IBBQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.18 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.33 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 124 Est. Cost $40.41 Unrealized
ARKG ARK ETF TR 0.0%
Value ($000) $2 Shares 91 Est. Cost $23.55 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $2 Shares 58 Est. Cost $31.45 Unrealized
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 32 Est. Cost $45.19 Unrealized
BBMC J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 14 Est. Cost $92.43 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 57 Est. Cost $18.37 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $36.78 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $34.05 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $46.25 Unrealized