Global Trust Asset Management, LLC Diversified Active

CIK: 0001729672 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 17, 2025

Total Value ($000): $187,003 (100.0% shares, 0.0% debt)

Holdings (480)

QQQ INVESCO QQQ TR 6.0%
Value ($000) $11,206 Shares 20,314 Est. Cost $209.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 4.6%
Value ($000) $8,661 Shares 17,830 Est. Cost $284.90 Unrealized +78.3%
AAPL APPLE INC 4.4%
Value ($000) $8,276 Shares 40,336 Est. Cost $107.95 Unrealized +86.6%
MSFT MICROSOFT CORP 4.0%
Value ($000) $7,566 Shares 15,213 Est. Cost $208.90 Unrealized +107.0%
SPY SPDR S&P 500 ETF TR 3.3%
Value ($000) $6,081 Shares 9,842 Est. Cost $276.55 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 2.6%
Value ($000) $4,941 Shares 36,248 Est. Cost $21.10 Unrealized +455.9%
AMZN AMAZON COM INC 2.6%
Value ($000) $4,885 Shares 22,266 Est. Cost $151.13 Unrealized +30.9%
MA MASTERCARD INCORPORATED 2.2%
Value ($000) $4,184 Shares 7,446 Est. Cost $240.13 Unrealized +129.7%
MCK MCKESSON CORP 2.0%
Value ($000) $3,789 Shares 5,170 Est. Cost $137.72 Unrealized +411.0%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $3,405 Shares 21,550 Est. Cost $118.19 Unrealized +6.5%
V VISA INC 1.8%
Value ($000) $3,365 Shares 9,477 Est. Cost $163.89 Unrealized +111.7%
LOW LOWES COS INC 1.8%
Value ($000) $3,307 Shares 14,904 Est. Cost $86.31 Unrealized +155.6%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $3,029 Shares 43,635 Est. Cost $61.14 Unrealized +11.4%
GOOG ALPHABET INC 1.4%
Value ($000) $2,589 Shares 14,593 Est. Cost $109.01 Unrealized +51.2%
WMT WALMART INC 1.3%
Value ($000) $2,467 Shares 25,232 Est. Cost $52.45 Unrealized +80.7%
AMAT APPLIED MATLS INC 1.2%
Value ($000) $2,317 Shares 12,657 Est. Cost $59.04 Unrealized +166.7%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $2,165 Shares 2,187 Est. Cost $425.58 Unrealized +132.8%
ORCL ORACLE CORP 1.0%
Value ($000) $1,872 Shares 8,564 Est. Cost $52.11 Unrealized +208.6%
GS GOLDMAN SACHS GROUP INC 1.0%
Value ($000) $1,837 Shares 2,595 Est. Cost $374.41 Unrealized +52.7%
CAT CATERPILLAR INC 1.0%
Value ($000) $1,788 Shares 4,605 Est. Cost $185.02 Unrealized +78.8%
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $1,770 Shares 6,104 Est. Cost $147.36 Unrealized +71.5%
COR CENCORA INC 0.9%
Value ($000) $1,707 Shares 5,694 Est. Cost $63.39 Unrealized +352.5%
RTX RTX CORPORATION 0.9%
Value ($000) $1,701 Shares 11,649 Est. Cost $64.40 Unrealized +104.6%
WCC WESCO INTL INC 0.9%
Value ($000) $1,616 Shares 8,724 Est. Cost $41.92 Unrealized +291.1%
ENB ENBRIDGE INC 0.8%
Value ($000) $1,566 Shares 34,557 Est. Cost $22.92 Unrealized +91.0%
NVO NOVO-NORDISK A S 0.8%
Value ($000) $1,541 Shares 22,323 Est. Cost $73.41 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,522 Shares 9,550 Est. Cost $107.20 Unrealized +50.0%
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $1,516 Shares 7,409 Est. Cost $134.43 Unrealized +38.1%
HEI HEICO CORP NEW 0.8%
Value ($000) $1,512 Shares 4,610 Est. Cost $263.14 Unrealized +5.1%
HD HOME DEPOT INC 0.8%
Value ($000) $1,505 Shares 4,105 Est. Cost $201.50 Unrealized +76.6%
ANET ARISTA NETWORKS INC 0.8%
Value ($000) $1,483 Shares 14,493 Est. Cost $101.52 Unrealized -14.8%
DVY ISHARES TR 0.8%
Value ($000) $1,453 Shares 10,940 Est. Cost $110.97 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $1,269 Shares 4,175 Est. Cost $174.67 Unrealized
UNP UNION PAC CORP 0.7%
Value ($000) $1,258 Shares 5,467 Est. Cost $100.79 Unrealized +116.8%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $1,249 Shares 4,237 Est. Cost $192.11 Unrealized +32.1%
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $1,203 Shares 13,505 Est. Cost $83.86 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $1,184 Shares 4,296 Est. Cost $180.93 Unrealized +19.3%
DUHP DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,118 Shares 31,447 Est. Cost $22.59 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $1,091 Shares 6,190 Est. Cost $148.85 Unrealized +9.7%
LLY ELI LILLY & CO 0.6%
Value ($000) $1,061 Shares 1,361 Est. Cost $547.09 Unrealized +41.4%
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $983 Shares 5,562 Est. Cost $126.86 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $961 Shares 1,302 Est. Cost $431.42 Unrealized +42.9%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $959 Shares 166 Est. Cost $1791.71 Unrealized +184.3%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $952 Shares 2,984 Est. Cost $184.44 Unrealized +51.5%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $947 Shares 6,610 Est. Cost $119.82 Unrealized +14.3%
DIHP DIMENSIONAL ETF TRUST 0.5%
Value ($000) $926 Shares 31,390 Est. Cost $21.04 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.5%
Value ($000) $917 Shares 1,671 Est. Cost $178.32 Unrealized +195.3%
CTVA CORTEVA INC 0.5%
Value ($000) $891 Shares 11,959 Est. Cost $25.42 Unrealized +160.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $884 Shares 3,903 Est. Cost $189.27 Unrealized
IGV ISHARES TR 0.5%
Value ($000) $875 Shares 7,990 Est. Cost $111.43 Unrealized
SCHO SCHWAB STRATEGIC TR 0.5%
Value ($000) $857 Shares 35,150 Est. Cost $24.35 Unrealized
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $850 Shares 12,301 Est. Cost $54.42 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $822 Shares 27,948 Est. Cost $12.66 Unrealized +111.4%
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $819 Shares 5,555 Est. Cost $139.41 Unrealized
OKE ONEOK INC NEW 0.4%
Value ($000) $812 Shares 9,950 Est. Cost $85.51 Unrealized -5.7%
CLS CELESTICA INC 0.4%
Value ($000) $794 Shares 5,086 Est. Cost $84.75 Unrealized +25.4%
HWM HOWMET AEROSPACE INC 0.4%
Value ($000) $756 Shares 4,060 Est. Cost $133.22 Unrealized +15.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $754 Shares 2,800 Est. Cost $269.33 Unrealized
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $754 Shares 1,387 Est. Cost $485.61 Unrealized +7.7%
DFIV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $747 Shares 17,442 Est. Cost $29.20 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $745 Shares 5,253 Est. Cost $121.52 Unrealized -10.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $744 Shares 9,840 Est. Cost $63.42 Unrealized
VDC VANGUARD WORLD FD 0.4%
Value ($000) $734 Shares 3,352 Est. Cost $206.28 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $723 Shares 3,895 Est. Cost $111.73 Unrealized +63.5%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $719 Shares 1,552 Est. Cost $344.94 Unrealized +33.1%
COF CAPITAL ONE FINL CORP 0.4%
Value ($000) $700 Shares 3,291 Est. Cost $77.83 Unrealized +137.8%
IJJ ISHARES TR 0.4%
Value ($000) $688 Shares 5,564 Est. Cost $125.00 Unrealized
IJH ISHARES TR 0.4%
Value ($000) $679 Shares 10,943 Est. Cost $82.00 Unrealized
CI THE CIGNA GROUP 0.4%
Value ($000) $671 Shares 2,031 Est. Cost $186.16 Unrealized +70.8%
IWF ISHARES TR 0.4%
Value ($000) $670 Shares 1,577 Est. Cost $189.67 Unrealized
MGV VANGUARD WORLD FD 0.4%
Value ($000) $655 Shares 4,990 Est. Cost $122.85 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $648 Shares 5,975 Est. Cost $86.66 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $647 Shares 8,168 Est. Cost $67.75 Unrealized +14.2%
PEP PEPSICO INC 0.3%
Value ($000) $619 Shares 4,685 Est. Cost $116.41 Unrealized +12.6%
ROK ROCKWELL AUTOMATION INC 0.3%
Value ($000) $607 Shares 1,827 Est. Cost $262.66 Unrealized +7.4%
TSLA TESLA INC 0.3%
Value ($000) $586 Shares 1,844 Est. Cost $229.86 Unrealized +31.1%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $546 Shares 1,405 Est. Cost $337.28 Unrealized +17.6%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $542 Shares 5,565 Est. Cost $74.98 Unrealized +5.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $538 Shares 1,842 Est. Cost $179.31 Unrealized +69.3%
SDY SPDR SERIES TRUST 0.3%
Value ($000) $537 Shares 3,959 Est. Cost $114.02 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $525 Shares 1,470 Est. Cost $299.07 Unrealized +2.6%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $518 Shares 1,415 Est. Cost $256.23 Unrealized
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $510 Shares 3,974 Est. Cost $97.15 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $499 Shares 7,094 Est. Cost $56.39 Unrealized -4.4%
SHEL SHELL PLC 0.3%
Value ($000) $498 Shares 7,070 Est. Cost $71.35 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $482 Shares 1,766 Est. Cost $216.87 Unrealized +22.7%
HYG ISHARES TR 0.3%
Value ($000) $480 Shares 5,956 Est. Cost $78.44 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $473 Shares 5,065 Est. Cost $76.40 Unrealized +7.7%
DDOG DATADOG INC 0.2%
Value ($000) $466 Shares 3,468 Est. Cost $125.42 Unrealized -11.7%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $465 Shares 2,953 Est. Cost $100.97 Unrealized +49.1%
SCI SERVICE CORP INTL 0.2%
Value ($000) $464 Shares 5,705 Est. Cost $78.46 Unrealized -0.5%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $458 Shares 1,572 Est. Cost $134.71 Unrealized +102.2%
FTNT FORTINET INC 0.2%
Value ($000) $457 Shares 4,320 Est. Cost $80.23 Unrealized +25.8%
AVDV AMERICAN CENTY ETF TR 0.2%
Value ($000) $456 Shares 5,755 Est. Cost $52.01 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $446 Shares 6,304 Est. Cost $53.88 Unrealized +29.5%
VFH VANGUARD WORLD FD 0.2%
Value ($000) $435 Shares 3,415 Est. Cost $121.08 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $433 Shares 2,832 Est. Cost $129.08 Unrealized +16.9%
ITA ISHARES TR 0.2%
Value ($000) $425 Shares 2,255 Est. Cost $162.93 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $404 Shares 7,913 Est. Cost $50.07 Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $403 Shares 1,629 Est. Cost $130.50 Unrealized +81.7%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $401 Shares 1,421 Est. Cost $220.50 Unrealized +21.6%
C CITIGROUP INC 0.2%
Value ($000) $400 Shares 4,700 Est. Cost $70.53 Unrealized +1.0%
FOUR SHIFT4 PMTS INC 0.2%
Value ($000) $393 Shares 3,963 Est. Cost $77.11 Unrealized +13.1%
IWD ISHARES TR 0.2%
Value ($000) $387 Shares 1,992 Est. Cost $144.69 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $377 Shares 754 Est. Cost $384.62 Unrealized +26.4%
IEFA ISHARES TR 0.2%
Value ($000) $374 Shares 4,477 Est. Cost $61.16 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $368 Shares 1,180 Est. Cost $337.36 Unrealized +11.1%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $365 Shares 1,533 Est. Cost $89.50 Unrealized +130.2%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $357 Shares 13,465 Est. Cost $29.94 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $356 Shares 2,672 Est. Cost $105.54 Unrealized
CWB SPDR SERIES TRUST 0.2%
Value ($000) $353 Shares 4,273 Est. Cost $59.88 Unrealized
EFAV ISHARES TR 0.2%
Value ($000) $353 Shares 4,200 Est. Cost $84.06 Unrealized
SCHI SCHWAB STRATEGIC TR 0.2%
Value ($000) $353 Shares 15,500 Est. Cost $22.76 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $345 Shares 1,400 Est. Cost $235.17 Unrealized +4.2%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $343 Shares 816 Est. Cost $268.53 Unrealized +54.6%
GLD SPDR GOLD TR 0.2%
Value ($000) $340 Shares 1,114 Est. Cost $249.38 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $336 Shares 11,412 Est. Cost $22.69 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $333 Shares 9,292 Est. Cost $23.18 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $330 Shares 1,815 Est. Cost $162.21 Unrealized
NVS NOVARTIS AG 0.2%
Value ($000) $327 Shares 2,702 Est. Cost $81.82 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $323 Shares 6,350 Est. Cost $50.90 Unrealized
UTES ETFIS SER TR I 0.2%
Value ($000) $319 Shares 4,220 Est. Cost $74.04 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $318 Shares 2,956 Est. Cost $93.98 Unrealized +7.7%
JNK SPDR SERIES TRUST 0.2%
Value ($000) $317 Shares 3,258 Est. Cost $102.29 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $313 Shares 4,206 Est. Cost $89.49 Unrealized -23.7%
HON HONEYWELL INTL INC 0.2%
Value ($000) $310 Shares 1,333 Est. Cost $146.48 Unrealized +36.3%
AMLP ALPS ETF TR 0.2%
Value ($000) $304 Shares 6,225 Est. Cost $46.30 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $301 Shares 4,380 Est. Cost $25.92 Unrealized +5.4%
IAU ISHARES GOLD TR 0.2%
Value ($000) $287 Shares 4,600 Est. Cost $55.67 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $279 Shares 1,007 Est. Cost $217.43 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $268 Shares 1,358 Est. Cost $194.89 Unrealized -1.0%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $266 Shares 7,000 Est. Cost $29.23 Unrealized
DE DEERE & CO 0.1%
Value ($000) $264 Shares 520 Est. Cost $286.20 Unrealized +69.3%
KLAC KLA CORP 0.1%
Value ($000) $262 Shares 292 Est. Cost $439.08 Unrealized +70.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $254 Shares 2,915 Est. Cost $76.68 Unrealized +8.9%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $253 Shares 568 Est. Cost $290.85 Unrealized +58.4%
FFIV F5 INC 0.1%
Value ($000) $250 Shares 851 Est. Cost $134.80 Unrealized +104.9%
CIEN CIENA CORP 0.1%
Value ($000) $250 Shares 3,075 Est. Cost $75.10 Unrealized -4.5%
GDX VANECK ETF TRUST 0.1%
Value ($000) $247 Shares 4,750 Est. Cost $49.24 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $243 Shares 2,441 Est. Cost $120.53 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $243 Shares 1,958 Est. Cost $135.27 Unrealized -24.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $240 Shares 1,747 Est. Cost $61.79 Unrealized +120.4%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $237 Shares 3,262 Est. Cost $70.56 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $235 Shares 1,892 Est. Cost $73.72 Unrealized +44.2%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $232 Shares 2,350 Est. Cost $81.39 Unrealized 0.0%
SAN BANCO SANTANDER S.A. 0.1%
Value ($000) $231 Shares 27,870 Est. Cost $8.30 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $224 Shares 2,050 Est. Cost $87.92 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.1%
Value ($000) $223 Shares 9,514 Est. Cost $22.75 Unrealized
WELLS FARGO CO NEW 0.1%
Value ($000) $223 Shares 190 Est. Cost $1193.78 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $221 Shares 2,355 Est. Cost $86.84 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $217 Shares 560 Est. Cost $480.06 Unrealized -19.7%
AMGN AMGEN INC 0.1%
Value ($000) $204 Shares 732 Est. Cost $212.08 Unrealized +31.0%
BBEU J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $199 Shares 2,950 Est. Cost $67.46 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $198 Shares 1,085 Est. Cost $161.74 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $196 Shares 1,770 Est. Cost $104.39 Unrealized 0.0%
EWG ISHARES INC 0.1%
Value ($000) $193 Shares 4,550 Est. Cost $42.31 Unrealized
VNM VANECK ETF TRUST 0.1%
Value ($000) $193 Shares 14,000 Est. Cost $13.75 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $192 Shares 1,387 Est. Cost $118.56 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $185 Shares 717 Est. Cost $97.51 Unrealized +124.2%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $184 Shares 2,521 Est. Cost $69.49 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $183 Shares 228 Est. Cost $698.74 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $183 Shares 2,168 Est. Cost $78.37 Unrealized +0.7%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $180 Shares 2,505 Est. Cost $47.54 Unrealized +51.3%
AGG ISHARES TR 0.1%
Value ($000) $178 Shares 1,797 Est. Cost $109.16 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $177 Shares 549 Est. Cost $253.87 Unrealized +3.9%
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $175 Shares 5,050 Est. Cost $33.99 Unrealized
NJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $170 Shares 2,500 Est. Cost $60.82 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $167 Shares 379 Est. Cost $294.98 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $166 Shares 2,324 Est. Cost $65.70 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $165 Shares 591 Est. Cost $227.62 Unrealized
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $160 Shares 1,882 Est. Cost $68.28 Unrealized +15.7%
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $159 Shares 2,660 Est. Cost $59.77 Unrealized
BFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $156 Shares 3,500 Est. Cost $35.83 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $152 Shares 1,671 Est. Cost $82.16 Unrealized +1.2%
SHY ISHARES TR 0.1%
Value ($000) $151 Shares 1,819 Est. Cost $82.97 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $149 Shares 815 Est. Cost $135.62 Unrealized +27.3%
ZS ZSCALER INC 0.1%
Value ($000) $149 Shares 475 Est. Cost $249.03 Unrealized +0.1%
SCHJ SCHWAB STRATEGIC TR 0.1%
Value ($000) $149 Shares 6,000 Est. Cost $24.64 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $148 Shares 807 Est. Cost $168.60 Unrealized +1.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $148 Shares 2,984 Est. Cost $43.46 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $146 Shares 3,401 Est. Cost $42.22 Unrealized -10.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $146 Shares 2,789 Est. Cost $45.41 Unrealized
VEEV VEEVA SYS INC 0.1%
Value ($000) $143 Shares 497 Est. Cost $231.43 Unrealized +7.2%
DXCM DEXCOM INC 0.1%
Value ($000) $143 Shares 1,635 Est. Cost $78.38 Unrealized 0.0%
DOCU DOCUSIGN INC 0.1%
Value ($000) $139 Shares 1,780 Est. Cost $90.78 Unrealized -10.9%
BA BOEING CO 0.1%
Value ($000) $134 Shares 640 Est. Cost $186.68 Unrealized +1.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $133 Shares 235 Est. Cost $399.03 Unrealized +40.9%
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $132 Shares 1,787 Est. Cost $59.14 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $131 Shares 1,197 Est. Cost $79.35 Unrealized
XOP SPDR SERIES TRUST 0.1%
Value ($000) $130 Shares 1,030 Est. Cost $125.80 Unrealized
EPI WISDOMTREE TR 0.1%
Value ($000) $129 Shares 2,725 Est. Cost $46.80 Unrealized
UNILEVER PLC 0.1%
Value ($000) $126 Shares 2,062 Est. Cost $55.13 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $124 Shares 1,296 Est. Cost $96.41 Unrealized
T AT&T INC 0.1%
Value ($000) $124 Shares 4,276 Est. Cost $20.65 Unrealized +30.6%
DFIP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $121 Shares 2,900 Est. Cost $41.88 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $120 Shares 1,005 Est. Cost $71.44 Unrealized +53.2%
TOST TOAST INC 0.1%
Value ($000) $120 Shares 2,700 Est. Cost $36.99 Unrealized +6.3%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $120 Shares 2,215 Est. Cost $40.46 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $118 Shares 2,274 Est. Cost $40.93 Unrealized +31.4%
BX BLACKSTONE INC 0.1%
Value ($000) $117 Shares 785 Est. Cost $50.30 Unrealized +168.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $115 Shares 460 Est. Cost $165.52 Unrealized +37.2%
SMH VANECK ETF TRUST 0.1%
Value ($000) $113 Shares 405 Est. Cost $230.79 Unrealized
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $113 Shares 1,507 Est. Cost $71.43 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $111 Shares 550 Est. Cost $191.27 Unrealized +2.9%
MCW MISTER CAR WASH INC 0.1%
Value ($000) $108 Shares 18,000 Est. Cost $7.02 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $107 Shares 995 Est. Cost $61.22 Unrealized +70.7%
ADSK AUTODESK INC 0.1%
Value ($000) $107 Shares 345 Est. Cost $215.94 Unrealized +31.4%
RBLX ROBLOX CORP 0.1%
Value ($000) $106 Shares 1,003 Est. Cost $78.53 Unrealized +0.0%
IVV ISHARES TR 0.1%
Value ($000) $105 Shares 170 Est. Cost $411.15 Unrealized
ARKW ARK ETF TR 0.1%
Value ($000) $105 Shares 710 Est. Cost $147.62 Unrealized
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $104 Shares 1,094 Est. Cost $57.18 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $104 Shares 183 Est. Cost $449.47 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $102 Shares 749 Est. Cost $96.44 Unrealized +35.4%
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $100 Shares 4,975 Est. Cost $19.86 Unrealized
EPOL ISHARES TR 0.1%
Value ($000) $97 Shares 3,000 Est. Cost $32.26 Unrealized
METCB RAMACO RES INC 0.1%
Value ($000) $97 Shares 11,806 Est. Cost $10.60 Unrealized -27.9%
AU ANGLOGOLD ASHANTI PLC 0.1%
Value ($000) $96 Shares 2,100 Est. Cost $37.13 Unrealized +12.8%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $95 Shares 807 Est. Cost $104.41 Unrealized +10.6%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $95 Shares 1,868 Est. Cost $50.71 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $94 Shares 316 Est. Cost $258.70 Unrealized +17.1%
IXUS ISHARES TR 0.0%
Value ($000) $92 Shares 1,196 Est. Cost $62.38 Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $90 Shares 2,000 Est. Cost $42.12 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $89 Shares 352 Est. Cost $179.42 Unrealized
VIPER ENERGY INC 0.0%
Value ($000) $89 Shares 2,325 Est. Cost $31.38 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $88 Shares 173 Est. Cost $288.08 Unrealized +50.5%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $88 Shares 600 Est. Cost $132.91 Unrealized +5.0%
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $87 Shares 775 Est. Cost $112.47 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $85 Shares 747 Est. Cost $58.35 Unrealized +77.9%
DFAS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $85 Shares 1,333 Est. Cost $61.26 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $84 Shares 636 Est. Cost $83.24 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $82 Shares 2,980 Est. Cost $22.24 Unrealized
MET METLIFE INC 0.0%
Value ($000) $81 Shares 1,008 Est. Cost $78.73 Unrealized -3.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $81 Shares 700 Est. Cost $68.98 Unrealized +45.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $80 Shares 680 Est. Cost $121.61 Unrealized -9.2%
SNY SANOFI 0.0%
Value ($000) $79 Shares 1,641 Est. Cost $42.95 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $78 Shares 147 Est. Cost $175.98 Unrealized +136.4%
DFIC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $78 Shares 2,500 Est. Cost $23.67 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $78 Shares 1,120 Est. Cost $43.05 Unrealized +40.3%
SYK STRYKER CORPORATION 0.0%
Value ($000) $75 Shares 190 Est. Cost $340.46 Unrealized +9.1%
METC RAMACO RES INC 0.0%
Value ($000) $71 Shares 5,429 Est. Cost $17.24 Unrealized -44.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $71 Shares 1,214 Est. Cost $44.78 Unrealized +24.9%
IFRA ISHARES TR 0.0%
Value ($000) $70 Shares 1,420 Est. Cost $32.80 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $69 Shares 850 Est. Cost $81.66 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $68 Shares 2,041 Est. Cost $27.65 Unrealized +9.8%
EOG EOG RES INC 0.0%
Value ($000) $68 Shares 569 Est. Cost $74.01 Unrealized +51.4%
FISV FISERV INC 0.0%
Value ($000) $67 Shares 389 Est. Cost $164.83 Unrealized +10.0%
LKQ LKQ CORP 0.0%
Value ($000) $67 Shares 1,808 Est. Cost $22.09 Unrealized +76.4%
CB CHUBB LIMITED 0.0%
Value ($000) $66 Shares 228 Est. Cost $247.64 Unrealized +15.9%
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $65 Shares 1,459 Est. Cost $43.27 Unrealized
KAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $65 Shares 2,000 Est. Cost $31.31 Unrealized
PSO PEARSON PLC 0.0%
Value ($000) $64 Shares 4,300 Est. Cost $14.93 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $62 Shares 262 Est. Cost $235.68 Unrealized +2.5%
SO SOUTHERN CO 0.0%
Value ($000) $61 Shares 663 Est. Cost $46.43 Unrealized +89.5%
VFLO VICTORY PORTFOLIOS II 0.0%
Value ($000) $59 Shares 1,681 Est. Cost $34.09 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $59 Shares 480 Est. Cost $93.22 Unrealized 0.0%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $58 Shares 239 Est. Cost $193.13 Unrealized +14.1%
BAC BANK AMERICA CORP 0.0%
Value ($000) $57 Shares 1,215 Est. Cost $34.33 Unrealized +20.7%
ARM ARM HOLDINGS PLC 0.0%
Value ($000) $57 Shares 350 Est. Cost $161.74 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $56 Shares 825 Est. Cost $73.41 Unrealized -20.7%
NLR VANECK ETF TRUST 0.0%
Value ($000) $56 Shares 500 Est. Cost $111.18 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $53 Shares 850 Est. Cost $59.43 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $51 Shares 2,500 Est. Cost $20.43 Unrealized
KRMN KARMAN HLDGS INC 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $40.24 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $50 Shares 300 Est. Cost $184.56 Unrealized -12.4%
WAB WABTEC 0.0%
Value ($000) $50 Shares 237 Est. Cost $184.52 Unrealized +3.9%
NFLX NETFLIX INC 0.0%
Value ($000) $50 Shares 37 Est. Cost $46.72 Unrealized +142.0%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $49 Shares 109 Est. Cost $312.78 Unrealized +48.4%
LQD ISHARES TR 0.0%
Value ($000) $49 Shares 448 Est. Cost $128.92 Unrealized
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $49 Shares 298 Est. Cost $141.02 Unrealized +15.9%
ARKQ ARK ETF TR 0.0%
Value ($000) $49 Shares 550 Est. Cost $75.82 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $48 Shares 530 Est. Cost $71.53 Unrealized +25.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $47 Shares 1,395 Est. Cost $41.36 Unrealized -17.9%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $47 Shares 600 Est. Cost $74.58 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $47 Shares 2,081 Est. Cost $43.76 Unrealized -52.6%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $46 Shares 1,400 Est. Cost $31.50 Unrealized +4.8%
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $44 Shares 1,252 Est. Cost $35.85 Unrealized
PYLD PIMCO ETF TR 0.0%
Value ($000) $43 Shares 1,612 Est. Cost $25.92 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $42 Shares 901 Est. Cost $54.24 Unrealized -13.0%
QQQE DIREXION SHS ETF TR 0.0%
Value ($000) $42 Shares 423 Est. Cost $89.77 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $41 Shares 201 Est. Cost $132.24 Unrealized
MKL MARKEL GROUP INC 0.0%
Value ($000) $40 Shares 20 Est. Cost $1659.34 Unrealized +13.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $38 Shares 879 Est. Cost $37.16 Unrealized +1.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $37 Shares 202 Est. Cost $101.96 Unrealized +64.1%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $36 Shares 400 Est. Cost $79.45 Unrealized
WPP WPP PLC NEW 0.0%
Value ($000) $36 Shares 1,027 Est. Cost $66.12 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $35 Shares 800 Est. Cost $43.58 Unrealized
OKTA OKTA INC 0.0%
Value ($000) $35 Shares 348 Est. Cost $194.80 Unrealized -45.2%
PII POLARIS INC 0.0%
Value ($000) $35 Shares 853 Est. Cost $110.42 Unrealized -65.9%
GLW CORNING INC 0.0%
Value ($000) $34 Shares 640 Est. Cost $40.19 Unrealized +15.2%
KIE SPDR SERIES TRUST 0.0%
Value ($000) $33 Shares 560 Est. Cost $54.82 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $33 Shares 1,085 Est. Cost $37.94 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $33 Shares 415 Est. Cost $75.73 Unrealized -2.7%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $32 Shares 1,043 Est. Cost $27.52 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $31 Shares 725 Est. Cost $41.91 Unrealized -0.2%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $31 Shares 340 Est. Cost $91.81 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $31 Shares 1,010 Est. Cost $30.73 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $31 Shares 200 Est. Cost $63.42 Unrealized +133.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $30 Shares 500 Est. Cost $60.10 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $29 Shares 1,203 Est. Cost $25.65 Unrealized -3.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $29 Shares 128 Est. Cost $205.57 Unrealized +11.7%
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $29 Shares 1,600 Est. Cost $18.26 Unrealized
URNM SPROTT FDS TR 0.0%
Value ($000) $29 Shares 600 Est. Cost $45.88 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.0%
Value ($000) $28 Shares 671 Est. Cost $43.62 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $27 Shares 18 Est. Cost $457.04 Unrealized +187.5%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $27 Shares 533 Est. Cost $50.25 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $27 Shares 475 Est. Cost $57.51 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $27 Shares 400 Est. Cost $67.22 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $27 Shares 100 Est. Cost $203.72 Unrealized +28.0%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $27 Shares 659 Est. Cost $46.73 Unrealized -22.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $27 Shares 745 Est. Cost $34.52 Unrealized -1.7%
AVGE AMERICAN CENTY ETF TR 0.0%
Value ($000) $26 Shares 340 Est. Cost $65.09 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $26 Shares 282 Est. Cost $63.76 Unrealized +33.6%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 108 Est. Cost $219.60 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $26 Shares 253 Est. Cost $73.75 Unrealized +30.4%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $25 Shares 505 Est. Cost $52.10 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $24 Shares 240 Est. Cost $122.30 Unrealized -23.1%
EEM ISHARES TR 0.0%
Value ($000) $24 Shares 496 Est. Cost $43.05 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $23 Shares 135 Est. Cost $150.50 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $23 Shares 173 Est. Cost $109.68 Unrealized
ROE EA SERIES TRUST 0.0%
Value ($000) $23 Shares 723 Est. Cost $30.40 Unrealized
BURL BURLINGTON STORES INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $258.80 Unrealized -8.2%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $23 Shares 741 Est. Cost $67.32 Unrealized -55.3%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $23 Shares 2,350 Est. Cost $10.83 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $55.35 Unrealized -8.1%
PHIN PHINIA INC 0.0%
Value ($000) $22 Shares 494 Est. Cost $31.24 Unrealized +33.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $22 Shares 296 Est. Cost $91.63 Unrealized -19.0%
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value ($000) $21 Shares 600 Est. Cost $35.79 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $21 Shares 8 Est. Cost $1265.75 Unrealized +84.5%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $21 Shares 425 Est. Cost $49.62 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 500 Est. Cost $44.83 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $21 Shares 600 Est. Cost $34.51 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $20 Shares 194 Est. Cost $79.25 Unrealized +15.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $16.47 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $20 Shares 19 Est. Cost $481.05 Unrealized +114.8%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $20 Shares 60 Est. Cost $150.49 Unrealized +83.9%
VST VISTRA CORP 0.0%
Value ($000) $19 Shares 100 Est. Cost $148.62 Unrealized -0.8%
ECL ECOLAB INC 0.0%
Value ($000) $19 Shares 71 Est. Cost $182.41 Unrealized +38.3%
HDV ISHARES TR 0.0%
Value ($000) $19 Shares 159 Est. Cost $89.87 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $18 Shares 707 Est. Cost $25.57 Unrealized 0.0%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $18 Shares 175 Est. Cost $105.15 Unrealized
KXI ISHARES TR 0.0%
Value ($000) $18 Shares 275 Est. Cost $77.24 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $152.61 Unrealized +12.8%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $18 Shares 86 Est. Cost $155.95 Unrealized +11.7%
XONE BONDBLOXX ETF TRUST 0.0%
Value ($000) $17 Shares 352 Est. Cost $49.54 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $17 Shares 400 Est. Cost $42.17 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $17 Shares 41 Est. Cost $555.55 Unrealized -24.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $17 Shares 200 Est. Cost $58.82 Unrealized +38.2%
MMM 3M CO 0.0%
Value ($000) $17 Shares 109 Est. Cost $117.39 Unrealized +20.3%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $16 Shares 675 Est. Cost $17.35 Unrealized +14.1%
LIN LINDE PLC 0.0%
Value ($000) $16 Shares 34 Est. Cost $370.63 Unrealized +22.0%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $16 Shares 592 Est. Cost $27.89 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $15 Shares 224 Est. Cost $57.45 Unrealized +11.7%
RXRX RECURSION PHARMACEUTICALS IN 0.0%
Value ($000) $15 Shares 3,000 Est. Cost $4.91 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $15 Shares 164 Est. Cost $41.58 Unrealized +101.9%
CLX CLOROX CO DEL 0.0%
Value ($000) $15 Shares 123 Est. Cost $150.63 Unrealized -13.4%
SAP SAP SE 0.0%
Value ($000) $15 Shares 48 Est. Cost $246.21 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $14 Shares 300 Est. Cost $50.57 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $14 Shares 191 Est. Cost $75.24 Unrealized -7.6%
VIS VANGUARD WORLD FD 0.0%
Value ($000) $14 Shares 50 Est. Cost $202.52 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.0%
Value ($000) $14 Shares 57 Est. Cost $268.57 Unrealized -9.8%
OC OWENS CORNING NEW 0.0%
Value ($000) $14 Shares 100 Est. Cost $186.85 Unrealized -26.1%
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $14 Shares 250 Est. Cost $52.89 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $14 Shares 102 Est. Cost $119.02 Unrealized -4.6%
DRLL EA SERIES TRUST 0.0%
Value ($000) $14 Shares 500 Est. Cost $29.45 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $13 Shares 290 Est. Cost $40.22 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 80 Est. Cost $137.50 Unrealized
COMP COMPASS INC 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $6.85 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $13 Shares 517 Est. Cost $28.84 Unrealized -22.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $112.73 Unrealized +11.7%
FDX FEDEX CORP 0.0%
Value ($000) $12 Shares 53 Est. Cost $168.20 Unrealized +28.0%
EXC EXELON CORP 0.0%
Value ($000) $12 Shares 280 Est. Cost $43.57 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $12 Shares 149 Est. Cost $38.05 Unrealized +87.0%
IZRL ARK ETF TR 0.0%
Value ($000) $11 Shares 400 Est. Cost $21.45 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $11 Shares 37 Est. Cost $234.26 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $11 Shares 128 Est. Cost $74.81 Unrealized +5.1%
SBIT PROSHARES TR 0.0%
Value ($000) $10 Shares 300 Est. Cost $34.62 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $10 Shares 105 Est. Cost $152.66 Unrealized -38.9%
STIP ISHARES TR 0.0%
Value ($000) $10 Shares 100 Est. Cost $105.97 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $10 Shares 100 Est. Cost $109.33 Unrealized
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $10 Shares 363 Est. Cost $28.16 Unrealized -12.2%
STT STATE STR CORP 0.0%
Value ($000) $9 Shares 88 Est. Cost $91.24 Unrealized -0.7%
CMI CUMMINS INC 0.0%
Value ($000) $9 Shares 28 Est. Cost $251.16 Unrealized +21.7%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 40 Est. Cost $227.10 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $9 Shares 55 Est. Cost $218.95 Unrealized -19.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 132 Est. Cost $63.00 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 218 Est. Cost $53.47 Unrealized -38.8%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $8 Shares 104 Est. Cost $82.63 Unrealized
WAY WAYSTAR HLDG CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.52 Unrealized 0.0%
INOD INNODATA INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $43.94 Unrealized -10.2%
EBAY EBAY INC. 0.0%
Value ($000) $7 Shares 100 Est. Cost $56.29 Unrealized +24.7%
CHAMPIONX CORPORATION 0.0%
Value ($000) $7 Shares 299 Est. Cost $14.75 Unrealized
INDA ISHARES TR 0.0%
Value ($000) $7 Shares 127 Est. Cost $40.76 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 170 Est. Cost $37.42 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $170.93 Unrealized -5.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $189.31 Unrealized -12.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $6 Shares 20 Est. Cost $287.90 Unrealized +5.0%
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $6 Shares 405 Est. Cost $13.69 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $53.05 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $6 Shares 58 Est. Cost $106.42 Unrealized -2.6%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $6 Shares 10 Est. Cost $462.30 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $6 Shares 255 Est. Cost $18.49 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.60 Unrealized
PNOV INNOVATOR ETFS TRUST 0.0%
Value ($000) $6 Shares 150 Est. Cost $30.19 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $6 Shares 100 Est. Cost $62.30 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $6 Shares 53 Est. Cost $116.71 Unrealized -14.1%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 240 Est. Cost $16.89 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $144.57 Unrealized +21.7%
BLK BLACKROCK INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $886.64 Unrealized +5.2%
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $5 Shares 101 Est. Cost $47.38 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 19 Est. Cost $251.84 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 31 Est. Cost $145.91 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.83 Unrealized -7.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $5 Shares 33 Est. Cost $137.31 Unrealized +7.4%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $5 Shares 160 Est. Cost $22.70 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $199.18 Unrealized -13.3%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 53 Est. Cost $64.39 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $503.12 Unrealized -1.3%
XBI SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 50 Est. Cost $91.20 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $87.97 Unrealized +3.7%
NOW SERVICENOW INC 0.0%
Value ($000) $4 Shares 4 Est. Cost $112.56 Unrealized +67.6%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $4 Shares 230 Est. Cost $25.47 Unrealized -33.3%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $4 Shares 166 Est. Cost $36.98 Unrealized -35.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 23 Est. Cost $152.42 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value ($000) $4 Shares 28 Est. Cost $144.16 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $4 Shares 1 Est. Cost $736.13 Unrealized +400.7%
QQEW FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $3 Shares 25 Est. Cost $117.46 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $89.42 Unrealized +16.6%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.59 Unrealized -9.7%
AEE AMEREN CORP 0.0%
Value ($000) $3 Shares 32 Est. Cost $86.51 Unrealized +10.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 7 Est. Cost $397.26 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $91.05 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $3 Shares 45 Est. Cost $54.18 Unrealized
IHF ISHARES TR 0.0%
Value ($000) $3 Shares 60 Est. Cost $47.98 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 10 Est. Cost $183.60 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 13 Est. Cost $156.08 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $3 Shares 22 Est. Cost $112.08 Unrealized -12.5%
IXP ISHARES TR 0.0%
Value ($000) $2 Shares 22 Est. Cost $96.68 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $2 Shares 11 Est. Cost $185.57 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $2 Shares 17 Est. Cost $76.75 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $2 Shares 53 Est. Cost $35.57 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $2 Shares 27 Est. Cost $46.55 Unrealized +33.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $62.60 Unrealized -15.1%
RH RH 0.0%
Value ($000) $2 Shares 10 Est. Cost $90.43 Unrealized +105.4%
DEO DIAGEO PLC 0.0%
Value ($000) $2 Shares 18 Est. Cost $203.04 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $2 Shares 11 Est. Cost $164.16 Unrealized
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $2 Shares 83 Est. Cost $17.09 Unrealized +5.7%
KELLANOVA 0.0%
Value ($000) $2 Shares 21 Est. Cost $53.59 Unrealized +49.6%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 66 Est. Cost $27.73 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $1 Shares 8 Est. Cost $158.66 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $54.59 Unrealized +111.6%
BMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $1 Shares 26 Est. Cost $30.23 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $67.17 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $318.77 Unrealized -74.5%
RRC RANGE RES CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $17.99 Unrealized +109.5%
IEMG ISHARES INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $54.51 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.14 Unrealized -0.3%
GATX GATX CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $71.08 Unrealized +108.6%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $1 Shares 15 Est. Cost $57.47 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.83 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $102.38 Unrealized
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.40 Unrealized +61.8%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 16 Est. Cost $36.56 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $0 Shares 15 Est. Cost $41.65 Unrealized -41.1%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $48.86 Unrealized +15.0%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $0 Shares 50 Est. Cost $14.63 Unrealized -53.0%
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.07 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $224.67 Unrealized -19.7%
HANESBRANDS INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $18.93 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $115.29 Unrealized -49.4%
ETD ETHAN ALLEN INTERIORS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $27.23 Unrealized -6.7%
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $13.13 Unrealized
SLYV SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $77.46 Unrealized
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.16 Unrealized +138.8%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.05 Unrealized +140.2%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $7.18 Unrealized +40.1%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.39 Unrealized
HYBX TCW ETF TRUST 0.0%
Value ($000) $0 Shares 1 Est. Cost $31.00 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.42 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.05 Unrealized -9.5%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.56 Unrealized -61.1%