GUARDIAN WEALTH ADVISORS, LLC / NC Diversified Active

CIK: 0001901403 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $1,250,385 (100.0% shares, 0.0% debt)

Holdings (528)

ACIO ETF SER SOLUTIONS 12.3%
Value ($000) $154,126 Shares 3,983,609 Est. Cost $33.42 Unrealized
DRSK ETF SER SOLUTIONS 8.1%
Value ($000) $101,449 Shares 3,720,162 Est. Cost $27.15 Unrealized
JUCY ETF SER SOLUTIONS 4.6%
Value ($000) $57,451 Shares 2,516,462 Est. Cost $23.32 Unrealized
SCHX SCHWAB STRATEGIC TR 4.2%
Value ($000) $52,598 Shares 2,382,172 Est. Cost $32.79 Unrealized
OSCV ETF SER SOLUTIONS 4.0%
Value ($000) $49,697 Shares 1,426,037 Est. Cost $31.03 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 3.7%
Value ($000) $46,015 Shares 1,549,835 Est. Cost $28.80 Unrealized
VOO VANGUARD INDEX FDS 3.4%
Value ($000) $42,082 Shares 81,886 Est. Cost $500.01 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.9%
Value ($000) $36,130 Shares 1,013,152 Est. Cost $29.01 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 2.4%
Value ($000) $30,024 Shares 512,877 Est. Cost $45.64 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $22,118 Shares 470,189 Est. Cost $45.37 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $21,591 Shares 97,201 Est. Cost $163.34 Unrealized +41.3%
USFR WISDOMTREE TR 1.7%
Value ($000) $21,164 Shares 420,506 Est. Cost $50.30 Unrealized
GSEW GOLDMAN SACHS ETF TR 1.7%
Value ($000) $20,695 Shares 272,153 Est. Cost $73.75 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $20,185 Shares 186,242 Est. Cost $99.39 Unrealized +27.5%
IUSB ISHARES TR 1.6%
Value ($000) $19,894 Shares 431,717 Est. Cost $45.22 Unrealized
ADME ETF SER SOLUTIONS 1.3%
Value ($000) $16,825 Shares 378,897 Est. Cost $44.17 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.3%
Value ($000) $16,758 Shares 329,696 Est. Cost $47.89 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $14,761 Shares 39,323 Est. Cost $311.21 Unrealized +30.2%
DUBS ETF SER SOLUTIONS 1.1%
Value ($000) $13,766 Shares 445,774 Est. Cost $24.74 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $13,121 Shares 229,633 Est. Cost $55.15 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $12,669 Shares 22,547 Est. Cost $585.50 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $12,576 Shares 375,173 Est. Cost $35.40 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $12,235 Shares 21,872 Est. Cost $369.41 Unrealized
FRDM EA SERIES TRUST 1.0%
Value ($000) $11,937 Shares 339,924 Est. Cost $32.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $11,744 Shares 22,052 Est. Cost $389.24 Unrealized +24.9%
ITOT ISHARES TR 0.9%
Value ($000) $10,763 Shares 88,213 Est. Cost $128.61 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.8%
Value ($000) $10,504 Shares 336,339 Est. Cost $26.83 Unrealized
XHLF BONDBLOXX ETF TRUST 0.8%
Value ($000) $9,829 Shares 195,198 Est. Cost $50.21 Unrealized
EFV ISHARES TR 0.7%
Value ($000) $9,350 Shares 158,631 Est. Cost $52.71 Unrealized
IEMG ISHARES INC 0.7%
Value ($000) $8,921 Shares 165,291 Est. Cost $52.31 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $8,792 Shares 46,212 Est. Cost $146.16 Unrealized +48.5%
EFG ISHARES TR 0.7%
Value ($000) $8,403 Shares 84,033 Est. Cost $96.93 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $7,956 Shares 30,698 Est. Cost $304.37 Unrealized +9.5%
ONEQ FIDELITY COMWLTH TR 0.6%
Value ($000) $7,512 Shares 110,359 Est. Cost $52.53 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $6,809 Shares 27,756 Est. Cost $142.42 Unrealized +76.2%
AVGO BROADCOM INC 0.5%
Value ($000) $6,642 Shares 39,667 Est. Cost $147.77 Unrealized +42.0%
QUAL ISHARES TR 0.5%
Value ($000) $6,100 Shares 35,696 Est. Cost $177.97 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $6,067 Shares 39,231 Est. Cost $118.40 Unrealized +52.6%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $5,943 Shares 117,372 Est. Cost $50.21 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $5,741 Shares 87,296 Est. Cost $47.03 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $5,713 Shares 29,449 Est. Cost $147.16 Unrealized
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $5,516 Shares 20,068 Est. Cost $251.36 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $5,252 Shares 84,566 Est. Cost $59.03 Unrealized
WMT WALMART INC 0.4%
Value ($000) $5,058 Shares 57,604 Est. Cost $56.83 Unrealized +63.5%
V VISA INC 0.4%
Value ($000) $4,831 Shares 13,785 Est. Cost $231.72 Unrealized +45.1%
XCEM COLUMBIA ETF TR II 0.4%
Value ($000) $4,732 Shares 160,223 Est. Cost $28.02 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $4,549 Shares 49,024 Est. Cost $103.01 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $4,183 Shares 16,173 Est. Cost $236.99 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $4,024 Shares 65,133 Est. Cost $61.34 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $4,006 Shares 4,850 Est. Cost $334.68 Unrealized +147.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3,909 Shares 7,464 Est. Cost $461.70 Unrealized +8.2%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $3,896 Shares 8,309 Est. Cost $413.83 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,849 Shares 189,153 Est. Cost $20.25 Unrealized
INFL LISTED FD TR 0.3%
Value ($000) $3,655 Shares 89,918 Est. Cost $30.41 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3,524 Shares 39,314 Est. Cost $72.74 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,490 Shares 168,763 Est. Cost $20.64 Unrealized
PGR PROGRESSIVE CORP 0.3%
Value ($000) $3,465 Shares 12,243 Est. Cost $137.76 Unrealized +78.1%
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,396 Shares 77,456 Est. Cost $42.41 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $3,178 Shares 13,099 Est. Cost $159.91 Unrealized +45.0%
USMV ISHARES TR 0.3%
Value ($000) $3,155 Shares 33,688 Est. Cost $88.46 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.3%
Value ($000) $3,135 Shares 122,835 Est. Cost $23.44 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.3%
Value ($000) $3,131 Shares 74,430 Est. Cost $41.28 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $3,016 Shares 88,058 Est. Cost $29.08 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2,992 Shares 161,492 Est. Cost $18.36 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,881 Shares 16,903 Est. Cost $137.45 Unrealized +19.3%
IWB ISHARES TR 0.2%
Value ($000) $2,849 Shares 9,289 Est. Cost $258.20 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2,835 Shares 47,385 Est. Cost $59.72 Unrealized
ROP ROPER TECHNOLOGIES INC 0.2%
Value ($000) $2,800 Shares 4,748 Est. Cost $461.49 Unrealized +20.8%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $2,749 Shares 6,548 Est. Cost $354.35 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.2%
Value ($000) $2,743 Shares 22,686 Est. Cost $113.42 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $2,725 Shares 4,728 Est. Cost $341.23 Unrealized +88.5%
CPRT COPART INC 0.2%
Value ($000) $2,718 Shares 48,038 Est. Cost $41.20 Unrealized +36.6%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $2,596 Shares 56,867 Est. Cost $44.94 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $2,556 Shares 65,300 Est. Cost $30.61 Unrealized
CHE CHEMED CORP NEW 0.2%
Value ($000) $2,543 Shares 4,134 Est. Cost $507.93 Unrealized +11.4%
FLOT ISHARES TR 0.2%
Value ($000) $2,360 Shares 46,235 Est. Cost $50.79 Unrealized
VRIG INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $2,350 Shares 93,690 Est. Cost $25.03 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.2%
Value ($000) $2,347 Shares 164,610 Est. Cost $11.33 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $2,308 Shares 14,775 Est. Cost $142.35 Unrealized +28.2%
HD HOME DEPOT INC 0.2%
Value ($000) $2,241 Shares 6,114 Est. Cost $328.37 Unrealized +15.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,202 Shares 2,328 Est. Cost $533.47 Unrealized +81.9%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $2,183 Shares 13,652 Est. Cost $154.43 Unrealized +1.7%
PHYS SPROTT PHYSICAL GOLD TR 0.2%
Value ($000) $2,136 Shares 88,767 Est. Cost $14.82 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $2,117 Shares 50,733 Est. Cost $37.00 Unrealized +17.9%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $2,102 Shares 9,660 Est. Cost $191.01 Unrealized -0.8%
SCHK SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,038 Shares 75,700 Est. Cost $35.99 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,986 Shares 16,701 Est. Cost $85.14 Unrealized +25.9%
FNDF SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,895 Shares 52,422 Est. Cost $35.59 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,828 Shares 8,726 Est. Cost $123.39 Unrealized +53.5%
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $1,799 Shares 155,054 Est. Cost $7.97 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,791 Shares 8,077 Est. Cost $221.04 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,786 Shares 15,326 Est. Cost $73.78 Unrealized
SPYD SPDR SER TR 0.1%
Value ($000) $1,779 Shares 40,205 Est. Cost $39.72 Unrealized
VMI VALMONT INDS INC 0.1%
Value ($000) $1,769 Shares 6,198 Est. Cost $322.19 Unrealized +1.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,763 Shares 10,634 Est. Cost $152.90 Unrealized -0.3%
PWR QUANTA SVCS INC 0.1%
Value ($000) $1,760 Shares 6,923 Est. Cost $272.27 Unrealized +6.0%
TBIL RBB FD INC 0.1%
Value ($000) $1,731 Shares 34,605 Est. Cost $50.01 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,730 Shares 19,659 Est. Cost $81.80 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $1,694 Shares 30,930 Est. Cost $43.71 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,625 Shares 11,625 Est. Cost $128.80 Unrealized +25.4%
IJH ISHARES TR 0.1%
Value ($000) $1,528 Shares 26,193 Est. Cost $75.87 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $1,520 Shares 4,786 Est. Cost $300.08 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,520 Shares 14,418 Est. Cost $106.55 Unrealized
OC OWENS CORNING NEW 0.1%
Value ($000) $1,429 Shares 10,007 Est. Cost $90.97 Unrealized +81.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,337 Shares 4,055 Est. Cost $279.30 Unrealized +26.0%
MBB ISHARES TR 0.1%
Value ($000) $1,321 Shares 14,081 Est. Cost $91.68 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1,317 Shares 2,403 Est. Cost $383.32 Unrealized +41.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,286 Shares 2,354 Est. Cost $292.23 Unrealized +102.1%
IWD ISHARES TR 0.1%
Value ($000) $1,276 Shares 6,781 Est. Cost $175.60 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $1,271 Shares 4,737 Est. Cost $277.00 Unrealized +11.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,259 Shares 7,524 Est. Cost $122.41 Unrealized +22.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,247 Shares 20,207 Est. Cost $48.70 Unrealized +23.4%
BIL SPDR SER TR 0.1%
Value ($000) $1,241 Shares 13,528 Est. Cost $91.76 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,231 Shares 3,941 Est. Cost $238.00 Unrealized +23.1%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,203 Shares 2,428 Est. Cost $302.87 Unrealized +82.6%
LOW LOWES COS INC 0.1%
Value ($000) $1,169 Shares 5,014 Est. Cost $211.14 Unrealized +14.6%
SO SOUTHERN CO 0.1%
Value ($000) $1,167 Shares 12,697 Est. Cost $62.61 Unrealized +34.4%
SIXG ETF SER SOLUTIONS 0.1%
Value ($000) $1,134 Shares 26,671 Est. Cost $37.77 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,109 Shares 56,941 Est. Cost $19.55 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $1,095 Shares 14,471 Est. Cost $68.88 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,093 Shares 8,136 Est. Cost $123.06 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,088 Shares 15,198 Est. Cost $56.96 Unrealized +14.1%
BSCR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,086 Shares 55,420 Est. Cost $19.71 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $1,072 Shares 1,592 Est. Cost $276.80 Unrealized +122.5%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1,054 Shares 1,943 Est. Cost $479.22 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,040 Shares 41,033 Est. Cost $39.49 Unrealized -37.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,021 Shares 17,077 Est. Cost $71.45 Unrealized -18.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,016 Shares 8,329 Est. Cost $94.25 Unrealized +17.3%
UNP UNION PAC CORP 0.1%
Value ($000) $990 Shares 4,191 Est. Cost $225.60 Unrealized +4.4%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $976 Shares 3,129 Est. Cost $335.31 Unrealized +4.2%
PEP PEPSICO INC 0.1%
Value ($000) $974 Shares 6,497 Est. Cost $149.57 Unrealized -4.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $941 Shares 6,126 Est. Cost $136.26 Unrealized +17.2%
IJR ISHARES TR 0.1%
Value ($000) $936 Shares 8,948 Est. Cost $114.71 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $926 Shares 6,983 Est. Cost $113.61 Unrealized +10.4%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $917 Shares 2,472 Est. Cost $296.53 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $913 Shares 3,168 Est. Cost $222.08 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $857 Shares 8,383 Est. Cost $92.10 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $853 Shares 4,421 Est. Cost $159.43 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $852 Shares 45,000 Est. Cost $18.70 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $849 Shares 897 Est. Cost $991.05 Unrealized -2.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $844 Shares 11,906 Est. Cost $70.69 Unrealized -2.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $831 Shares 3,590 Est. Cost $158.15 Unrealized +38.1%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $816 Shares 4,723 Est. Cost $154.97 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $815 Shares 3,439 Est. Cost $227.60 Unrealized +5.2%
MRK MERCK & CO INC 0.1%
Value ($000) $814 Shares 9,068 Est. Cost $80.98 Unrealized +11.3%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $812 Shares 10,281 Est. Cost $78.06 Unrealized
CPHC CANTERBURY PK HLDG CORP 0.1%
Value ($000) $785 Shares 42,849 Est. Cost $21.07 Unrealized -5.6%
RTX RTX CORPORATION 0.1%
Value ($000) $768 Shares 5,801 Est. Cost $92.54 Unrealized +34.8%
BA BOEING CO 0.1%
Value ($000) $765 Shares 4,484 Est. Cost $181.20 Unrealized -4.5%
IWR ISHARES TR 0.1%
Value ($000) $765 Shares 8,988 Est. Cost $65.88 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $756 Shares 2,809 Est. Cost $160.86 Unrealized +81.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $755 Shares 2,854 Est. Cost $175.82 Unrealized +39.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $753 Shares 7,327 Est. Cost $124.69 Unrealized -10.8%
HON HONEYWELL INTL INC 0.1%
Value ($000) $749 Shares 3,536 Est. Cost $187.88 Unrealized +5.6%
CGSD CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $739 Shares 28,650 Est. Cost $25.19 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $731 Shares 4,608 Est. Cost $97.58 Unrealized +40.4%
NFLX NETFLIX INC 0.1%
Value ($000) $730 Shares 783 Est. Cost $42.66 Unrealized +122.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $679 Shares 1,364 Est. Cost $568.76 Unrealized -5.1%
IXC ISHARES TR 0.1%
Value ($000) $677 Shares 16,102 Est. Cost $34.28 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $665 Shares 6,741 Est. Cost $102.20 Unrealized +4.0%
IEV ISHARES TR 0.0%
Value ($000) $605 Shares 10,388 Est. Cost $43.16 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $600 Shares 5,708 Est. Cost $87.47 Unrealized +10.7%
IGRO ISHARES TR 0.0%
Value ($000) $597 Shares 8,235 Est. Cost $67.96 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $573 Shares 8,202 Est. Cost $62.32 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $571 Shares 3,297 Est. Cost $145.56 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $568 Shares 7,600 Est. Cost $64.53 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $567 Shares 5,173 Est. Cost $88.04 Unrealized +34.9%
MET METLIFE INC 0.0%
Value ($000) $567 Shares 7,062 Est. Cost $60.42 Unrealized +34.3%
TFC TRUIST FINL CORP 0.0%
Value ($000) $567 Shares 13,777 Est. Cost $40.66 Unrealized +5.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $560 Shares 2,203 Est. Cost $174.42 Unrealized +59.4%
BNL BROADSTONE NET LEASE INC 0.0%
Value ($000) $551 Shares 32,348 Est. Cost $20.78 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $545 Shares 1,221 Est. Cost $368.33 Unrealized +21.7%
MKL MARKEL GROUP INC 0.0%
Value ($000) $538 Shares 288 Est. Cost $1566.83 Unrealized +17.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $538 Shares 6,371 Est. Cost $64.27 Unrealized +36.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $537 Shares 2,989 Est. Cost $157.76 Unrealized +15.5%
ADBE ADOBE INC 0.0%
Value ($000) $532 Shares 1,386 Est. Cost $456.44 Unrealized -6.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $531 Shares 7,400 Est. Cost $42.10 Unrealized +75.1%
AMGN AMGEN INC 0.0%
Value ($000) $531 Shares 1,705 Est. Cost $206.21 Unrealized +39.3%
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $529 Shares 21,744 Est. Cost $24.06 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $528 Shares 10,189 Est. Cost $54.43 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $527 Shares 7,773 Est. Cost $59.33 Unrealized +0.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $526 Shares 5,359 Est. Cost $75.07 Unrealized +34.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $525 Shares 11,585 Est. Cost $38.32 Unrealized +3.3%
FNB F N B CORP 0.0%
Value ($000) $525 Shares 39,070 Est. Cost $11.19 Unrealized +27.5%
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $525 Shares 14,600 Est. Cost $30.01 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $524 Shares 2,548 Est. Cost $181.30 Unrealized +9.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $521 Shares 1,076 Est. Cost $252.92 Unrealized +84.2%
RODM LATTICE STRATEGIES TR 0.0%
Value ($000) $516 Shares 16,637 Est. Cost $24.90 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $511 Shares 1,097 Est. Cost $382.37 Unrealized +16.3%
T AT&T INC 0.0%
Value ($000) $501 Shares 17,709 Est. Cost $15.51 Unrealized +57.0%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $501 Shares 1,737 Est. Cost $156.41 Unrealized +103.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $496 Shares 5,707 Est. Cost $80.88 Unrealized +18.4%
TFLO ISHARES TR 0.0%
Value ($000) $475 Shares 9,384 Est. Cost $50.45 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $461 Shares 1,852 Est. Cost $137.89 Unrealized +73.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $456 Shares 3,140 Est. Cost $138.22 Unrealized +20.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $453 Shares 1,858 Est. Cost $189.13 Unrealized +18.1%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $450 Shares 19,223 Est. Cost $41.29 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $445 Shares 22,521 Est. Cost $23.87 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $444 Shares 1,193 Est. Cost $308.37 Unrealized +22.3%
SHOP SHOPIFY INC 0.0%
Value ($000) $442 Shares 4,633 Est. Cost $51.56 Unrealized +111.3%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $441 Shares 25,095 Est. Cost $20.16 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $441 Shares 13,378 Est. Cost $23.96 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $441 Shares 3,963 Est. Cost $64.61 Unrealized +61.1%
TGT TARGET CORP 0.0%
Value ($000) $424 Shares 4,065 Est. Cost $162.34 Unrealized -26.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $424 Shares 1,822 Est. Cost $199.50 Unrealized +20.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $423 Shares 7,537 Est. Cost $52.73 Unrealized 0.0%
REET ISHARES TR 0.0%
Value ($000) $419 Shares 17,265 Est. Cost $23.52 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $413 Shares 5,448 Est. Cost $57.01 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $407 Shares 1,985 Est. Cost $221.08 Unrealized -1.9%
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $397 Shares 12,285 Est. Cost $30.28 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $396 Shares 1,295 Est. Cost $218.57 Unrealized +35.2%
IYW ISHARES TR 0.0%
Value ($000) $392 Shares 2,795 Est. Cost $152.76 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $391 Shares 5,383 Est. Cost $74.98 Unrealized +4.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $390 Shares 2,220 Est. Cost $163.62 Unrealized +12.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $388 Shares 1,179 Est. Cost $315.24 Unrealized -6.2%
FISV FISERV INC 0.0%
Value ($000) $388 Shares 1,756 Est. Cost $176.93 Unrealized +23.7%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $387 Shares 4,734 Est. Cost $81.76 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $380 Shares 13,606 Est. Cost $36.91 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $377 Shares 23,324 Est. Cost $17.71 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $370 Shares 3,385 Est. Cost $79.70 Unrealized +23.5%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $368 Shares 4,224 Est. Cost $87.17 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $361 Shares 6,070 Est. Cost $58.00 Unrealized
NXTG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $359 Shares 4,230 Est. Cost $74.13 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $357 Shares 1,209 Est. Cost $230.03 Unrealized +30.6%
IVW ISHARES TR 0.0%
Value ($000) $355 Shares 3,828 Est. Cost $95.65 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $354 Shares 13,518 Est. Cost $39.47 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $354 Shares 760 Est. Cost $478.56 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $348 Shares 680 Est. Cost $470.02 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $347 Shares 739 Est. Cost $413.99 Unrealized +11.5%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $342 Shares 787 Est. Cost $446.53 Unrealized -11.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $342 Shares 11,994 Est. Cost $16.44 Unrealized +62.5%
URI UNITED RENTALS INC 0.0%
Value ($000) $341 Shares 545 Est. Cost $375.82 Unrealized +81.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $341 Shares 2,210 Est. Cost $115.13 Unrealized +24.4%
CME CME GROUP INC 0.0%
Value ($000) $338 Shares 1,273 Est. Cost $172.13 Unrealized +40.8%
SNPS SYNOPSYS INC 0.0%
Value ($000) $335 Shares 782 Est. Cost $333.06 Unrealized +45.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $335 Shares 5,486 Est. Cost $51.50 Unrealized +7.7%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $334 Shares 2,977 Est. Cost $75.66 Unrealized +32.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $333 Shares 9,028 Est. Cost $38.98 Unrealized -10.1%
C CITIGROUP INC 0.0%
Value ($000) $333 Shares 4,691 Est. Cost $49.74 Unrealized +49.8%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $332 Shares 179 Est. Cost $1145.50 Unrealized +77.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $330 Shares 2,710 Est. Cost $80.53 Unrealized +49.1%
MPC MARATHON PETE CORP 0.0%
Value ($000) $324 Shares 2,225 Est. Cost $95.14 Unrealized +52.6%
NKE NIKE INC 0.0%
Value ($000) $321 Shares 5,050 Est. Cost $103.94 Unrealized -30.7%
VONE VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $317 Shares 1,250 Est. Cost $266.41 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $315 Shares 5,255 Est. Cost $46.43 Unrealized +9.9%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $313 Shares 4,258 Est. Cost $83.94 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $311 Shares 1,029 Est. Cost $222.72 Unrealized +24.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $310 Shares 899 Est. Cost $237.92 Unrealized +31.7%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $309 Shares 2,959 Est. Cost $81.79 Unrealized +43.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $305 Shares 9,842 Est. Cost $30.99 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $305 Shares 2,733 Est. Cost $92.71 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $302 Shares 1,132 Est. Cost $223.42 Unrealized +8.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $298 Shares 3,313 Est. Cost $73.90 Unrealized +18.3%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $291 Shares 1,201 Est. Cost $173.90 Unrealized +27.6%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $290 Shares 4,035 Est. Cost $81.20 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $290 Shares 63 Est. Cost $3787.41 Unrealized +25.4%
IWF ISHARES TR 0.0%
Value ($000) $285 Shares 788 Est. Cost $227.62 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $284 Shares 1,372 Est. Cost $162.91 Unrealized +17.4%
SHY ISHARES TR 0.0%
Value ($000) $283 Shares 3,422 Est. Cost $81.98 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $279 Shares 1,681 Est. Cost $195.77 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $278 Shares 3,201 Est. Cost $62.43 Unrealized +22.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $275 Shares 4,216 Est. Cost $71.12 Unrealized +9.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $275 Shares 2,080 Est. Cost $123.44 Unrealized +4.8%
DMBS DOUBLELINE ETF TRUST 0.0%
Value ($000) $274 Shares 5,588 Est. Cost $49.05 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $270 Shares 794 Est. Cost $240.47 Unrealized +47.1%
WRB BERKLEY W R CORP 0.0%
Value ($000) $268 Shares 3,763 Est. Cost $53.94 Unrealized +10.7%
GE GE AEROSPACE 0.0%
Value ($000) $266 Shares 1,327 Est. Cost $162.27 Unrealized +20.6%
USB US BANCORP DEL 0.0%
Value ($000) $265 Shares 6,270 Est. Cost $40.88 Unrealized +8.1%
DYNF BLACKROCK ETF TRUST 0.0%
Value ($000) $263 Shares 5,393 Est. Cost $51.25 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $260 Shares 3,321 Est. Cost $74.04 Unrealized +4.9%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $256 Shares 1,374 Est. Cost $164.37 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $256 Shares 5,465 Est. Cost $53.05 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $255 Shares 2,529 Est. Cost $79.56 Unrealized +26.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $253 Shares 399 Est. Cost $653.44 Unrealized +4.7%
XJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $253 Shares 7,165 Est. Cost $30.15 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $250 Shares 6,355 Est. Cost $38.56 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $249 Shares 2,071 Est. Cost $111.72 Unrealized +13.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $246 Shares 509 Est. Cost $398.94 Unrealized +30.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $243 Shares 1,160 Est. Cost $176.91 Unrealized +16.4%
UMBF UMB FINL CORP 0.0%
Value ($000) $243 Shares 2,391 Est. Cost $110.25 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $241 Shares 451 Est. Cost $444.46 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $239 Shares 2,045 Est. Cost $119.51 Unrealized +5.4%
UFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $236 Shares 7,300 Est. Cost $32.39 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $236 Shares 865 Est. Cost $260.41 Unrealized -1.8%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $235 Shares 3,219 Est. Cost $72.04 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $234 Shares 354 Est. Cost $795.76 Unrealized
INTU INTUIT 0.0%
Value ($000) $234 Shares 381 Est. Cost $560.24 Unrealized +6.6%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $233 Shares 1,809 Est. Cost $128.84 Unrealized
MTB M & T BK CORP 0.0%
Value ($000) $230 Shares 1,286 Est. Cost $159.72 Unrealized +15.5%
DHI D R HORTON INC 0.0%
Value ($000) $228 Shares 1,793 Est. Cost $93.76 Unrealized +41.6%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $222 Shares 630 Est. Cost $332.51 Unrealized +14.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $222 Shares 507 Est. Cost $465.59 Unrealized -5.2%
ZTS ZOETIS INC 0.0%
Value ($000) $221 Shares 1,343 Est. Cost $179.64 Unrealized -8.4%
PHM PULTE GROUP INC 0.0%
Value ($000) $219 Shares 2,127 Est. Cost $126.25 Unrealized -15.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $217 Shares 3,130 Est. Cost $82.17 Unrealized
ISCB ISHARES TR 0.0%
Value ($000) $216 Shares 3,982 Est. Cost $56.21 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $215 Shares 883 Est. Cost $253.59 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $215 Shares 1,127 Est. Cost $188.89 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $214 Shares 4,558 Est. Cost $51.69 Unrealized -5.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $214 Shares 421 Est. Cost $503.19 Unrealized +0.9%
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $213 Shares 8,972 Est. Cost $18.85 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $212 Shares 4,860 Est. Cost $40.53 Unrealized +44.6%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $210 Shares 4,304 Est. Cost $53.65 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $209 Shares 1,355 Est. Cost $143.02 Unrealized 0.0%
ARKK ARK ETF TR 0.0%
Value ($000) $208 Shares 4,373 Est. Cost $42.75 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $208 Shares 1,679 Est. Cost $112.93 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $208 Shares 9,643 Est. Cost $30.93 Unrealized
JSMD JANUS DETROIT STR TR 0.0%
Value ($000) $208 Shares 2,966 Est. Cost $72.60 Unrealized
MR COOPER GROUP INC 0.0%
Value ($000) $207 Shares 1,727 Est. Cost $119.60 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $207 Shares 5,455 Est. Cost $59.25 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $206 Shares 4,474 Est. Cost $40.50 Unrealized 0.0%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $205 Shares 8,849 Est. Cost $22.74 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $204 Shares 2,434 Est. Cost $82.56 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $202 Shares 254 Est. Cost $202.58 Unrealized -4.9%
AGNC AGNC INVT CORP 0.0%
Value ($000) $198 Shares 20,719 Est. Cost $9.58 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $193 Shares 7,713 Est. Cost $34.18 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $190 Shares 3,016 Est. Cost $40.31 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $176 Shares 1,298 Est. Cost $131.32 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $176 Shares 1,442 Est. Cost $128.84 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $176 Shares 2,201 Est. Cost $66.09 Unrealized
F FORD MTR CO 0.0%
Value ($000) $173 Shares 17,210 Est. Cost $9.24 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $169 Shares 2,098 Est. Cost $88.75 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $166 Shares 7,000 Est. Cost $21.29 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $165 Shares 607 Est. Cost $277.78 Unrealized
UMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $159 Shares 4,475 Est. Cost $35.55 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $158 Shares 7,030 Est. Cost $20.11 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $153 Shares 823 Est. Cost $210.10 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $151 Shares 1,131 Est. Cost $144.63 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $139 Shares 950 Est. Cost $138.82 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $137 Shares 1,322 Est. Cost $100.32 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $132 Shares 1,336 Est. Cost $97.48 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $132 Shares 12,477 Est. Cost $14.38 Unrealized +4.7%
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $131 Shares 10,367 Est. Cost $16.13 Unrealized
QLTA ISHARES TR 0.0%
Value ($000) $130 Shares 2,728 Est. Cost $47.14 Unrealized
TMFG RBB FD INC 0.0%
Value ($000) $125 Shares 4,507 Est. Cost $27.68 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $121 Shares 14,651 Est. Cost $8.42 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $119 Shares 4,332 Est. Cost $25.72 Unrealized
IDVO AMPLIFY ETF TR 0.0%
Value ($000) $118 Shares 3,765 Est. Cost $31.45 Unrealized
IYG ISHARES TR 0.0%
Value ($000) $118 Shares 1,500 Est. Cost $77.81 Unrealized
PCGG LITMAN GREGORY FDS TR 0.0%
Value ($000) $117 Shares 10,502 Est. Cost $11.78 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $116 Shares 2,865 Est. Cost $56.95 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $115 Shares 2,520 Est. Cost $38.32 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $107 Shares 880 Est. Cost $108.70 Unrealized
DSI ISHARES TR 0.0%
Value ($000) $105 Shares 1,026 Est. Cost $88.38 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $105 Shares 1,409 Est. Cost $62.02 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $103 Shares 1,162 Est. Cost $137.22 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $102 Shares 2,487 Est. Cost $31.77 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $102 Shares 514 Est. Cost $213.97 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $99 Shares 4,425 Est. Cost $22.38 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $98 Shares 1,328 Est. Cost $62.95 Unrealized
GSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $97 Shares 2,807 Est. Cost $31.61 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $96 Shares 1,747 Est. Cost $45.12 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $95 Shares 1,913 Est. Cost $46.64 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $91 Shares 2,241 Est. Cost $37.98 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $91 Shares 1,656 Est. Cost $55.45 Unrealized
STXI EA SERIES TRUST 0.0%
Value ($000) $85 Shares 3,249 Est. Cost $24.62 Unrealized
STRV EA SERIES TRUST 0.0%
Value ($000) $85 Shares 2,361 Est. Cost $37.09 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $81 Shares 390 Est. Cost $202.51 Unrealized
BDVG LITMAN GREGORY FDS TR 0.0%
Value ($000) $79 Shares 6,712 Est. Cost $11.52 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $75 Shares 30,803 Est. Cost $3.00 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $74 Shares 500 Est. Cost $96.67 Unrealized
UDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $74 Shares 2,150 Est. Cost $34.30 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $73 Shares 893 Est. Cost $77.62 Unrealized
IWC ISHARES TR 0.0%
Value ($000) $71 Shares 640 Est. Cost $123.33 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $69 Shares 1,375 Est. Cost $39.76 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $66 Shares 44,399 Est. Cost $1.48 Unrealized +6.1%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $64 Shares 1,577 Est. Cost $40.76 Unrealized
LCTU BLACKROCK ETF TRUST 0.0%
Value ($000) $63 Shares 1,043 Est. Cost $64.05 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $60 Shares 526 Est. Cost $79.85 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $48.43 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $58 Shares 708 Est. Cost $75.61 Unrealized
SUSC ISHARES TR 0.0%
Value ($000) $57 Shares 2,485 Est. Cost $22.72 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $57 Shares 704 Est. Cost $73.84 Unrealized
IDUB ETF SER SOLUTIONS 0.0%
Value ($000) $56 Shares 2,693 Est. Cost $20.93 Unrealized
THRO BLACKROCK ETF TRUST 0.0%
Value ($000) $56 Shares 1,756 Est. Cost $31.69 Unrealized
STXT EA SERIES TRUST 0.0%
Value ($000) $55 Shares 2,713 Est. Cost $20.78 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $53 Shares 858 Est. Cost $54.61 Unrealized
CGCB CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $26.28 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $52 Shares 2,217 Est. Cost $23.64 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $48 Shares 372 Est. Cost $122.43 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $47 Shares 2,046 Est. Cost $23.08 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $47 Shares 2,021 Est. Cost $23.29 Unrealized
EFIV SPDR SER TR 0.0%
Value ($000) $44 Shares 831 Est. Cost $43.82 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $44 Shares 475 Est. Cost $71.34 Unrealized
STXD EA SERIES TRUST 0.0%
Value ($000) $44 Shares 1,355 Est. Cost $33.34 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $44 Shares 1,253 Est. Cost $33.39 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $44 Shares 164 Est. Cost $237.96 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $42 Shares 752 Est. Cost $57.29 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $42 Shares 1,074 Est. Cost $34.50 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $42 Shares 2,572 Est. Cost $15.13 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $42 Shares 208 Est. Cost $229.52 Unrealized
LEGR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $41 Shares 850 Est. Cost $43.43 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $41 Shares 454 Est. Cost $90.95 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $41 Shares 1,126 Est. Cost $35.47 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $41 Shares 825 Est. Cost $49.25 Unrealized
IHDG WISDOMTREE TR 0.0%
Value ($000) $40 Shares 924 Est. Cost $38.64 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $39 Shares 158 Est. Cost $240.38 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $39 Shares 425 Est. Cost $93.45 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $37 Shares 2,621 Est. Cost $14.28 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $37 Shares 384 Est. Cost $90.94 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $36 Shares 176 Est. Cost $204.77 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $35 Shares 11,119 Est. Cost $4.13 Unrealized -15.0%
XRT SPDR SER TR 0.0%
Value ($000) $35 Shares 503 Est. Cost $60.59 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $35 Shares 1,550 Est. Cost $22.49 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $34 Shares 174 Est. Cost $196.34 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 133 Est. Cost $265.93 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $32 Shares 142 Est. Cost $200.71 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $31 Shares 250 Est. Cost $107.79 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $31 Shares 859 Est. Cost $34.13 Unrealized
PTBD PACER FDS TR 0.0%
Value ($000) $31 Shares 1,551 Est. Cost $25.56 Unrealized
EMCB WISDOMTREE TR 0.0%
Value ($000) $31 Shares 475 Est. Cost $61.05 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $31 Shares 342 Est. Cost $89.49 Unrealized
IOO ISHARES TR 0.0%
Value ($000) $30 Shares 316 Est. Cost $90.75 Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $30 Shares 1,104 Est. Cost $28.13 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $30 Shares 118 Est. Cost $226.14 Unrealized
WTPI WISDOMTREE TR 0.0%
Value ($000) $30 Shares 950 Est. Cost $33.24 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $29 Shares 138 Est. Cost $175.98 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $28 Shares 1,044 Est. Cost $38.14 Unrealized
PCIG LITMAN GREGORY FDS TR 0.0%
Value ($000) $27 Shares 2,930 Est. Cost $9.13 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $27 Shares 2,400 Est. Cost $12.08 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $27 Shares 326 Est. Cost $63.26 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $26 Shares 452 Est. Cost $60.35 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $25 Shares 215 Est. Cost $115.01 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $23 Shares 281 Est. Cost $80.89 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $23 Shares 817 Est. Cost $26.75 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $23 Shares 205 Est. Cost $110.08 Unrealized
EVX VANECK ETF TRUST 0.0%
Value ($000) $21 Shares 600 Est. Cost $57.45 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $21 Shares 167 Est. Cost $139.35 Unrealized
JVAL J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $20 Shares 478 Est. Cost $41.62 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 1,029 Est. Cost $18.46 Unrealized
SRVR PACER FDS TR 0.0%
Value ($000) $19 Shares 663 Est. Cost $42.98 Unrealized
QTUM ETF SER SOLUTIONS 0.0%
Value ($000) $19 Shares 250 Est. Cost $47.97 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 400 Est. Cost $44.59 Unrealized
EUDG WISDOMTREE TR 0.0%
Value ($000) $18 Shares 559 Est. Cost $26.83 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $18 Shares 492 Est. Cost $36.88 Unrealized
ICLN ISHARES TR 0.0%
Value ($000) $18 Shares 1,559 Est. Cost $16.92 Unrealized
QDPL PACER FDS TR 0.0%
Value ($000) $18 Shares 475 Est. Cost $37.96 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $17 Shares 290 Est. Cost $58.18 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 103 Est. Cost $145.18 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $16 Shares 283 Est. Cost $54.37 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $16 Shares 95 Est. Cost $143.52 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $16 Shares 100 Est. Cost $114.75 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $16 Shares 200 Est. Cost $76.03 Unrealized
ITA ISHARES TR 0.0%
Value ($000) $15 Shares 100 Est. Cost $100.00 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 616 Est. Cost $21.10 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $14 Shares 481 Est. Cost $25.50 Unrealized
VAW VANGUARD WORLD FD 0.0%
Value ($000) $13 Shares 71 Est. Cost $188.13 Unrealized
LCTD BLACKROCK ETF TRUST 0.0%
Value ($000) $13 Shares 289 Est. Cost $43.52 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $13 Shares 122 Est. Cost $105.48 Unrealized
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $13 Shares 572 Est. Cost $22.45 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $12 Shares 268 Est. Cost $32.35 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.0%
Value ($000) $12 Shares 460 Est. Cost $24.86 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $12 Shares 274 Est. Cost $42.04 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $12 Shares 387 Est. Cost $32.90 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $12 Shares 251 Est. Cost $46.28 Unrealized
FNDE SCHWAB STRATEGIC TR 0.0%
Value ($000) $11 Shares 369 Est. Cost $29.05 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $11 Shares 217 Est. Cost $51.70 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $11 Shares 334 Est. Cost $31.61 Unrealized
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 523 Est. Cost $21.75 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $11 Shares 113 Est. Cost $95.35 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $10 Shares 368 Est. Cost $30.10 Unrealized
QQMG INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $10 Shares 311 Est. Cost $33.26 Unrealized
STIP ISHARES TR 0.0%
Value ($000) $10 Shares 95 Est. Cost $102.78 Unrealized
BSJS INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 450 Est. Cost $22.16 Unrealized
DGRS WISDOMTREE TR 0.0%
Value ($000) $9 Shares 192 Est. Cost $41.67 Unrealized
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 341 Est. Cost $27.50 Unrealized
IGEB ISHARES TR 0.0%
Value ($000) $8 Shares 188 Est. Cost $44.36 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $8 Shares 154 Est. Cost $50.71 Unrealized
GOVI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 261 Est. Cost $28.83 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 71 Est. Cost $99.73 Unrealized
FVC FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $7 Shares 200 Est. Cost $37.80 Unrealized
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 189 Est. Cost $33.61 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 272 Est. Cost $24.85 Unrealized
SHE SPDR SER TR 0.0%
Value ($000) $7 Shares 59 Est. Cost $67.80 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $7 Shares 91 Est. Cost $78.88 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $7 Shares 81 Est. Cost $81.25 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $6 Shares 104 Est. Cost $58.56 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $6 Shares 86 Est. Cost $70.60 Unrealized
KIE SPDR SER TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.52 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 154 Est. Cost $49.28 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 260 Est. Cost $21.34 Unrealized
IYT ISHARES TR 0.0%
Value ($000) $5 Shares 80 Est. Cost $127.80 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 23 Est. Cost $204.15 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $5 Shares 66 Est. Cost $73.72 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $5 Shares 213 Est. Cost $23.03 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $5 Shares 106 Est. Cost $42.89 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 58 Est. Cost $71.39 Unrealized
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 121 Est. Cost $34.14 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 146 Est. Cost $25.89 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $4 Shares 30 Est. Cost $100.00 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $4 Shares 35 Est. Cost $95.68 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $4 Shares 71 Est. Cost $50.68 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 27 Est. Cost $106.19 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 77 Est. Cost $42.21 Unrealized
PBD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 290 Est. Cost $19.71 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 23 Est. Cost $86.96 Unrealized
IYM ISHARES TR 0.0%
Value ($000) $3 Shares 20 Est. Cost $139.18 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 37 Est. Cost $64.71 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $2 Shares 13 Est. Cost $226.61 Unrealized
FALN ISHARES TR 0.0%
Value ($000) $2 Shares 73 Est. Cost $26.71 Unrealized
IFV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 90 Est. Cost $16.60 Unrealized
HYDB ISHARES TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $47.01 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 32 Est. Cost $31.25 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 27 Est. Cost $44.44 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1 Shares 25 Est. Cost $57.60 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.18 Unrealized
ICVT ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $85.00 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.73 Unrealized
FTXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 40 Est. Cost $32.52 Unrealized
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $1 Shares 48 Est. Cost $21.00 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $1 Shares 32 Est. Cost $30.03 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $88.57 Unrealized
EBND SPDR SER TR 0.0%
Value ($000) $1 Shares 42 Est. Cost $20.04 Unrealized
BAI BLACKROCK ETF TRUST 0.0%
Value ($000) $1 Shares 33 Est. Cost $21.88 Unrealized
MOO VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 9 Est. Cost $86.86 Unrealized
EWX SPDR INDEX SHS FDS 0.0%
Value ($000) $1 Shares 10 Est. Cost $58.60 Unrealized
ETHO AMPLIFY ETF TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $55.00 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $67.13 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $1 Shares 10 Est. Cost $90.91 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
SPIB SPDR SER TR 0.0%
Value ($000) $0 Shares 11 Est. Cost $33.27 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 2 Est. Cost $161.94 Unrealized
IVAL EA SERIES TRUST 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.75 Unrealized
ROBT FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 5 Est. Cost $40.51 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $95.50 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 5 Est. Cost $31.60 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.00 Unrealized