EPG Wealth Management LLC Diversified Active

CIK: 0001803058 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $333,034 (100.0% shares, 0.0% debt)

Holdings (310)

IVV ISHARES TR 4.8%
Value ($000) $16,111 Shares 25,948 Est. Cost $333.98 Unrealized
NVDA NVIDIA CORPORATION 4.6%
Value ($000) $15,164 Shares 95,983 Est. Cost $106.65 Unrealized +18.0%
AAPL APPLE INC 3.3%
Value ($000) $11,006 Shares 53,644 Est. Cost $109.45 Unrealized +84.0%
IVW ISHARES TR 3.2%
Value ($000) $10,682 Shares 97,018 Est. Cost $89.41 Unrealized
VYM VANGUARD WHITEHALL FDS 3.0%
Value ($000) $10,105 Shares 75,803 Est. Cost $94.74 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 2.8%
Value ($000) $9,285 Shares 157,964 Est. Cost $58.05 Unrealized
IQLT ISHARES TR 2.4%
Value ($000) $7,998 Shares 185,045 Est. Cost $33.31 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $7,843 Shares 15,769 Est. Cost $192.23 Unrealized +124.9%
IWF ISHARES TR 2.1%
Value ($000) $6,955 Shares 16,381 Est. Cost $169.45 Unrealized
IJH ISHARES TR 2.0%
Value ($000) $6,641 Shares 107,083 Est. Cost $99.21 Unrealized
JPM JPMORGAN CHASE & CO. 1.8%
Value ($000) $6,072 Shares 20,946 Est. Cost $119.01 Unrealized +112.3%
PWR QUANTA SVCS INC 1.7%
Value ($000) $5,534 Shares 14,637 Est. Cost $167.19 Unrealized +91.9%
XSMO INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $5,291 Shares 77,780 Est. Cost $68.02 Unrealized
COWZ PACER FDS TR 1.3%
Value ($000) $4,237 Shares 76,898 Est. Cost $57.69 Unrealized
XLK SELECT SECTOR SPDR TR 1.3%
Value ($000) $4,218 Shares 16,657 Est. Cost $107.06 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $4,171 Shares 19,011 Est. Cost $131.80 Unrealized +50.1%
GOOGL ALPHABET INC 1.2%
Value ($000) $4,106 Shares 23,299 Est. Cost $125.14 Unrealized +30.5%
IEMG ISHARES INC 1.2%
Value ($000) $3,876 Shares 64,567 Est. Cost $57.50 Unrealized
LLY ELI LILLY & CO 1.2%
Value ($000) $3,845 Shares 4,932 Est. Cost $276.47 Unrealized +179.7%
KO COCA COLA CO 1.1%
Value ($000) $3,778 Shares 53,401 Est. Cost $62.92 Unrealized +10.9%
CIBR FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $3,720 Shares 49,215 Est. Cost $42.09 Unrealized
AVGO BROADCOM INC 1.0%
Value ($000) $3,467 Shares 12,578 Est. Cost $144.95 Unrealized +49.0%
META META PLATFORMS INC 1.0%
Value ($000) $3,442 Shares 4,663 Est. Cost $251.02 Unrealized +145.6%
VTIP VANGUARD MALVERN FDS 1.0%
Value ($000) $3,194 Shares 63,527 Est. Cost $51.74 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,128 Shares 6,439 Est. Cost $260.39 Unrealized +95.0%
IWD ISHARES TR 0.9%
Value ($000) $2,925 Shares 15,059 Est. Cost $137.62 Unrealized
PANW PALO ALTO NETWORKS INC 0.9%
Value ($000) $2,919 Shares 14,264 Est. Cost $152.21 Unrealized +22.0%
V VISA INC 0.8%
Value ($000) $2,647 Shares 7,456 Est. Cost $226.88 Unrealized +52.9%
GLD SPDR GOLD TR 0.8%
Value ($000) $2,631 Shares 8,629 Est. Cost $177.88 Unrealized
DE DEERE & CO 0.8%
Value ($000) $2,545 Shares 5,005 Est. Cost $316.08 Unrealized +53.3%
BLK BLACKROCK INC 0.8%
Value ($000) $2,513 Shares 2,395 Est. Cost $989.93 Unrealized -5.7%
NFLX NETFLIX INC 0.8%
Value ($000) $2,501 Shares 1,868 Est. Cost $35.67 Unrealized +217.0%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $2,389 Shares 26,187 Est. Cost $54.00 Unrealized +54.0%
SHY ISHARES TR 0.7%
Value ($000) $2,378 Shares 28,702 Est. Cost $81.23 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.7%
Value ($000) $2,365 Shares 30,506 Est. Cost $35.46 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $2,268 Shares 10,014 Est. Cost $100.46 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $2,252 Shares 48,625 Est. Cost $46.06 Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $2,196 Shares 16,289 Est. Cost $97.37 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $2,144 Shares 9,205 Est. Cost $167.40 Unrealized +19.3%
CRM SALESFORCE INC 0.6%
Value ($000) $2,119 Shares 7,770 Est. Cost $201.15 Unrealized +32.3%
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,083 Shares 19,192 Est. Cost $64.28 Unrealized
URI UNITED RENTALS INC 0.6%
Value ($000) $2,019 Shares 2,680 Est. Cost $440.58 Unrealized +51.0%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $1,982 Shares 6,722 Est. Cost $139.56 Unrealized +81.9%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,981 Shares 6,782 Est. Cost $222.24 Unrealized +36.6%
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,893 Shares 22,324 Est. Cost $57.35 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $1,830 Shares 17,038 Est. Cost $56.53 Unrealized +79.0%
NOW SERVICENOW INC 0.5%
Value ($000) $1,828 Shares 1,778 Est. Cost $123.30 Unrealized +53.0%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,814 Shares 26,150 Est. Cost $42.54 Unrealized +42.0%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,809 Shares 4,661 Est. Cost $336.69 Unrealized -1.7%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,782 Shares 41,175 Est. Cost $36.71 Unrealized +13.9%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,780 Shares 12,428 Est. Cost $124.86 Unrealized +9.7%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,760 Shares 3,800 Est. Cost $357.58 Unrealized +28.4%
MCK MCKESSON CORP 0.5%
Value ($000) $1,678 Shares 2,290 Est. Cost $337.38 Unrealized +108.6%
MNST MONSTER BEVERAGE CORP NEW 0.5%
Value ($000) $1,677 Shares 26,780 Est. Cost $51.28 Unrealized +19.2%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $1,656 Shares 17,750 Est. Cost $50.46 Unrealized +63.1%
ANET ARISTA NETWORKS INC 0.5%
Value ($000) $1,636 Shares 15,994 Est. Cost $102.07 Unrealized -15.2%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,594 Shares 1,611 Est. Cost $403.65 Unrealized +145.4%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,587 Shares 9,965 Est. Cost $121.29 Unrealized +19.6%
AMGN AMGEN INC 0.5%
Value ($000) $1,565 Shares 5,606 Est. Cost $245.18 Unrealized +13.3%
LOW LOWES COS INC 0.5%
Value ($000) $1,502 Shares 6,769 Est. Cost $164.62 Unrealized +34.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.5%
Value ($000) $1,500 Shares 10,390 Est. Cost $71.00 Unrealized +44.3%
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $1,473 Shares 4,602 Est. Cost $206.16 Unrealized +58.9%
PAYX PAYCHEX INC 0.4%
Value ($000) $1,467 Shares 10,087 Est. Cost $110.96 Unrealized +32.9%
SO SOUTHERN CO 0.4%
Value ($000) $1,462 Shares 15,920 Est. Cost $64.35 Unrealized +36.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $1,449 Shares 25,810 Est. Cost $54.79 Unrealized -7.1%
ABT ABBOTT LABS 0.4%
Value ($000) $1,443 Shares 10,606 Est. Cost $98.29 Unrealized +32.9%
HD HOME DEPOT INC 0.4%
Value ($000) $1,427 Shares 3,893 Est. Cost $225.80 Unrealized +57.6%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,397 Shares 2,261 Est. Cost $338.97 Unrealized
AXON AXON ENTERPRISE INC 0.4%
Value ($000) $1,364 Shares 1,647 Est. Cost $357.18 Unrealized +90.5%
FTEC FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,363 Shares 6,913 Est. Cost $84.63 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,355 Shares 2,410 Est. Cost $348.21 Unrealized +58.4%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,340 Shares 7,318 Est. Cost $144.23 Unrealized +9.2%
SKECHERS U S A INC 0.4%
Value ($000) $1,339 Shares 21,226 Est. Cost $51.09 Unrealized
AMP AMERIPRISE FINL INC 0.4%
Value ($000) $1,338 Shares 2,506 Est. Cost $283.30 Unrealized +73.0%
KLAC KLA CORP 0.4%
Value ($000) $1,321 Shares 1,475 Est. Cost $366.68 Unrealized +104.1%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $1,317 Shares 5,535 Est. Cost $170.74 Unrealized +20.7%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,291 Shares 3,262 Est. Cost $288.86 Unrealized +28.6%
COF CAPITAL ONE FINL CORP 0.4%
Value ($000) $1,281 Shares 6,022 Est. Cost $111.22 Unrealized +66.4%
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,261 Shares 19,458 Est. Cost $38.00 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $1,259 Shares 3,255 Est. Cost $422.73 Unrealized -8.8%
BA BOEING CO 0.4%
Value ($000) $1,255 Shares 5,987 Est. Cost $281.12 Unrealized -32.8%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,227 Shares 7,703 Est. Cost $138.31 Unrealized +16.2%
WMT WALMART INC 0.4%
Value ($000) $1,217 Shares 12,450 Est. Cost $71.77 Unrealized +32.0%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,193 Shares 13,295 Est. Cost $70.62 Unrealized +24.6%
ECL ECOLAB INC 0.3%
Value ($000) $1,151 Shares 4,272 Est. Cost $213.15 Unrealized +18.4%
ORCL ORACLE CORP 0.3%
Value ($000) $1,147 Shares 5,245 Est. Cost $161.57 Unrealized -0.5%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,139 Shares 15,322 Est. Cost $67.62 Unrealized +1.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $1,139 Shares 2,159 Est. Cost $503.14 Unrealized -1.3%
TMUS T-MOBILE US INC 0.3%
Value ($000) $1,136 Shares 4,767 Est. Cost $143.65 Unrealized +68.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,080 Shares 7,072 Est. Cost $135.04 Unrealized +11.7%
FENY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,068 Shares 45,532 Est. Cost $15.85 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $1,064 Shares 7,117 Est. Cost $67.96 Unrealized +98.8%
GPC GENUINE PARTS CO 0.3%
Value ($000) $1,046 Shares 8,623 Est. Cost $107.68 Unrealized +9.4%
VNLA JANUS DETROIT STR TR 0.3%
Value ($000) $1,033 Shares 21,006 Est. Cost $49.58 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $1,027 Shares 12,201 Est. Cost $54.31 Unrealized +45.3%
ITA ISHARES TR 0.3%
Value ($000) $1,010 Shares 5,353 Est. Cost $112.92 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $963 Shares 3,893 Est. Cost $206.27 Unrealized +15.0%
TFC TRUIST FINL CORP 0.3%
Value ($000) $957 Shares 22,262 Est. Cost $35.60 Unrealized +6.7%
ITOT ISHARES TR 0.3%
Value ($000) $938 Shares 6,945 Est. Cost $83.08 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $931 Shares 7,539 Est. Cost $111.60 Unrealized +12.8%
RTX RTX CORPORATION 0.3%
Value ($000) $921 Shares 6,307 Est. Cost $85.18 Unrealized +54.7%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $906 Shares 2,981 Est. Cost $185.49 Unrealized
SHEL SHELL PLC 0.3%
Value ($000) $895 Shares 12,711 Est. Cost $63.64 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $893 Shares 17,046 Est. Cost $33.91 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $872 Shares 5,590 Est. Cost $162.92 Unrealized -3.4%
RY ROYAL BK CDA 0.3%
Value ($000) $869 Shares 6,609 Est. Cost $99.88 Unrealized +22.5%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $866 Shares 1,570 Est. Cost $315.08 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $856 Shares 11,054 Est. Cost $47.91 Unrealized +30.0%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $839 Shares 24,824 Est. Cost $45.83 Unrealized -25.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.3%
Value ($000) $837 Shares 11,301 Est. Cost $83.92 Unrealized -17.1%
SNY SANOFI 0.3%
Value ($000) $837 Shares 17,319 Est. Cost $54.04 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $827 Shares 12,056 Est. Cost $27.08 Unrealized +0.9%
FMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $797 Shares 15,994 Est. Cost $51.25 Unrealized
SGOL ETFS GOLD TR 0.2%
Value ($000) $795 Shares 25,208 Est. Cost $16.86 Unrealized
HPQ HP INC 0.2%
Value ($000) $792 Shares 32,381 Est. Cost $24.70 Unrealized +0.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $789 Shares 16,099 Est. Cost $50.34 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $775 Shares 5,867 Est. Cost $134.70 Unrealized -2.7%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $774 Shares 9,512 Est. Cost $56.27 Unrealized +36.1%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $746 Shares 2,390 Est. Cost $476.90 Unrealized -21.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $731 Shares 6,777 Est. Cost $62.40 Unrealized +67.5%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $685 Shares 5,805 Est. Cost $80.63 Unrealized +43.2%
CELH CELSIUS HLDGS INC 0.2%
Value ($000) $664 Shares 14,315 Est. Cost $39.06 Unrealized -1.4%
KR KROGER CO 0.2%
Value ($000) $652 Shares 9,089 Est. Cost $62.40 Unrealized +9.3%
PSX PHILLIPS 66 0.2%
Value ($000) $650 Shares 5,452 Est. Cost $114.05 Unrealized -4.0%
IVE ISHARES TR 0.2%
Value ($000) $648 Shares 3,314 Est. Cost $138.69 Unrealized
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $614 Shares 4,669 Est. Cost $101.96 Unrealized +20.2%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $612 Shares 3,835 Est. Cost $121.65 Unrealized +21.2%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $608 Shares 28,934 Est. Cost $20.88 Unrealized -3.9%
IAU ISHARES GOLD TR 0.2%
Value ($000) $603 Shares 9,670 Est. Cost $36.80 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $601 Shares 5,500 Est. Cost $105.56 Unrealized
CSX CSX CORP 0.2%
Value ($000) $594 Shares 18,211 Est. Cost $29.78 Unrealized 0.0%
IJJ ISHARES TR 0.2%
Value ($000) $586 Shares 4,744 Est. Cost $128.58 Unrealized
HAL HALLIBURTON CO 0.2%
Value ($000) $584 Shares 28,639 Est. Cost $25.59 Unrealized -19.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $582 Shares 6,678 Est. Cost $78.08 Unrealized +6.9%
GOOG ALPHABET INC 0.2%
Value ($000) $578 Shares 3,260 Est. Cost $116.09 Unrealized +42.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $573 Shares 3,882 Est. Cost $102.99 Unrealized
OMC OMNICOM GROUP INC 0.2%
Value ($000) $557 Shares 7,738 Est. Cost $88.76 Unrealized -19.0%
TOTALENERGIES SE 0.2%
Value ($000) $551 Shares 8,973 Est. Cost $64.63 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $530 Shares 8,676 Est. Cost $41.48 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $521 Shares 6,240 Est. Cost $68.87 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $513 Shares 4,627 Est. Cost $75.22 Unrealized +38.8%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $511 Shares 1,810 Est. Cost $260.14 Unrealized +3.1%
ASH ASHLAND INC 0.1%
Value ($000) $464 Shares 9,223 Est. Cost $79.35 Unrealized -37.2%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $453 Shares 2,227 Est. Cost $160.39 Unrealized +24.1%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $452 Shares 2,078 Est. Cost $145.92 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $449 Shares 4,300 Est. Cost $104.44 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $443 Shares 2,386 Est. Cost $90.14 Unrealized +102.6%
ROBT FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $431 Shares 8,915 Est. Cost $41.35 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $402 Shares 6,851 Est. Cost $30.23 Unrealized +85.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $391 Shares 1,397 Est. Cost $223.47 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $370 Shares 681 Est. Cost $485.54 Unrealized +7.7%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $369 Shares 3,584 Est. Cost $110.72 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $360 Shares 1,168 Est. Cost $175.06 Unrealized +72.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $348 Shares 1,014 Est. Cost $231.40 Unrealized +48.9%
TSLA TESLA INC 0.1%
Value ($000) $332 Shares 1,045 Est. Cost $249.11 Unrealized +20.9%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $317 Shares 6,245 Est. Cost $50.50 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $314 Shares 5,526 Est. Cost $56.40 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $313 Shares 716 Est. Cost $344.05 Unrealized +14.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $310 Shares 970 Est. Cost $171.77 Unrealized +62.6%
C CITIGROUP INC 0.1%
Value ($000) $307 Shares 3,605 Est. Cost $42.74 Unrealized +66.6%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $297 Shares 12,049 Est. Cost $28.04 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $295 Shares 2,163 Est. Cost $58.25 Unrealized +101.4%
KWEB KRANESHARES TRUST 0.1%
Value ($000) $290 Shares 8,436 Est. Cost $26.71 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $283 Shares 1,384 Est. Cost $144.27 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $277 Shares 3,102 Est. Cost $58.85 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $273 Shares 2,012 Est. Cost $113.86 Unrealized
T AT&T INC 0.1%
Value ($000) $270 Shares 9,335 Est. Cost $21.51 Unrealized +25.3%
BAC BANK AMERICA CORP 0.1%
Value ($000) $267 Shares 5,640 Est. Cost $32.77 Unrealized +26.5%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $265 Shares 2,148 Est. Cost $76.15 Unrealized +22.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $245 Shares 5,287 Est. Cost $53.72 Unrealized -12.1%
IWB ISHARES TR 0.1%
Value ($000) $244 Shares 720 Est. Cost $187.18 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $242 Shares 2,580 Est. Cost $93.99 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $232 Shares 1,397 Est. Cost $145.16 Unrealized +1.9%
CION CION INVT CORP 0.1%
Value ($000) $232 Shares 24,195 Est. Cost $6.60 Unrealized +27.9%
IXUS ISHARES TR 0.1%
Value ($000) $227 Shares 2,938 Est. Cost $72.63 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $224 Shares 1,977 Est. Cost $83.35 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $222 Shares 4,549 Est. Cost $36.82 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $221 Shares 1,642 Est. Cost $129.37 Unrealized -5.5%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $219 Shares 541 Est. Cost $364.26 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $209 Shares 476 Est. Cost $208.87 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $207 Shares 406 Est. Cost $433.57 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $202 Shares 1,435 Est. Cost $120.96 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $202 Shares 1,254 Est. Cost $147.59 Unrealized +3.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $201 Shares 3,525 Est. Cost $57.01 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $200 Shares 1,233 Est. Cost $177.59 Unrealized -10.6%
QUAL ISHARES TR 0.1%
Value ($000) $196 Shares 1,071 Est. Cost $113.34 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $172 Shares 1,361 Est. Cost $119.45 Unrealized
IVOL KRANESHARES TRUST 0.0%
Value ($000) $162 Shares 8,263 Est. Cost $27.93 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $155 Shares 879 Est. Cost $128.49 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $148 Shares 1,838 Est. Cost $74.90 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $140 Shares 1,733 Est. Cost $70.05 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $140 Shares 771 Est. Cost $145.71 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $127 Shares 510 Est. Cost $230.87 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $125 Shares 1,419 Est. Cost $68.19 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $123 Shares 2,333 Est. Cost $50.36 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $120 Shares 1,877 Est. Cost $40.20 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $114 Shares 1,380 Est. Cost $65.16 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $113 Shares 1,423 Est. Cost $59.24 Unrealized
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $112 Shares 2,494 Est. Cost $44.56 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $108 Shares 2,542 Est. Cost $31.19 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $104 Shares 2,153 Est. Cost $35.82 Unrealized
DWMF WISDOMTREE TR 0.0%
Value ($000) $103 Shares 3,284 Est. Cost $21.93 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $101 Shares 2,346 Est. Cost $41.79 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $95 Shares 604 Est. Cost $162.57 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $89 Shares 920 Est. Cost $92.97 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $89 Shares 1,746 Est. Cost $50.16 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $83 Shares 1,640 Est. Cost $50.27 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $82 Shares 10,848 Est. Cost $18.98 Unrealized -60.8%
GDX VANECK ETF TRUST 0.0%
Value ($000) $80 Shares 1,544 Est. Cost $25.38 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $80 Shares 850 Est. Cost $71.46 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $78 Shares 360 Est. Cost $189.48 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $73 Shares 1,079 Est. Cost $49.23 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $67 Shares 809 Est. Cost $83.11 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $65 Shares 115 Est. Cost $509.82 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $65 Shares 232 Est. Cost $245.45 Unrealized
XOP SPDR SERIES TRUST 0.0%
Value ($000) $63 Shares 500 Est. Cost $137.04 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $60 Shares 669 Est. Cost $80.68 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $58 Shares 265 Est. Cost $174.02 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 242 Est. Cost $173.74 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $55 Shares 413 Est. Cost $84.50 Unrealized
ENFR ALPS ETF TR 0.0%
Value ($000) $54 Shares 1,684 Est. Cost $19.87 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $54 Shares 733 Est. Cost $47.93 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $51 Shares 458 Est. Cost $83.55 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $50 Shares 454 Est. Cost $109.97 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $50 Shares 210 Est. Cost $355.74 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $50 Shares 180 Est. Cost $216.41 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $49 Shares 931 Est. Cost $42.71 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $47 Shares 129 Est. Cost $238.10 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $45 Shares 68 Est. Cost $308.82 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $44 Shares 536 Est. Cost $63.43 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $44 Shares 16,901 Est. Cost $6.34 Unrealized -59.4%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $42 Shares 533 Est. Cost $77.03 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $42 Shares 1,226 Est. Cost $27.81 Unrealized
HEZU ISHARES TR 0.0%
Value ($000) $38 Shares 938 Est. Cost $28.78 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $38 Shares 228 Est. Cost $124.70 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $36 Shares 127 Est. Cost $171.38 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $36 Shares 690 Est. Cost $47.54 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $36 Shares 127 Est. Cost $155.74 Unrealized
HYMB SPDR SERIES TRUST 0.0%
Value ($000) $35 Shares 1,421 Est. Cost $23.82 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $35 Shares 685 Est. Cost $38.26 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $33 Shares 1,134 Est. Cost $29.11 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $29 Shares 313 Est. Cost $69.33 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $28 Shares 259 Est. Cost $96.52 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $27 Shares 458 Est. Cost $42.25 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $27 Shares 93 Est. Cost $219.14 Unrealized
FBOT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $25 Shares 847 Est. Cost $24.61 Unrealized
WTAI WISDOMTREE TR 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $17.42 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $24 Shares 602 Est. Cost $46.16 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $24 Shares 442 Est. Cost $51.23 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $22 Shares 201 Est. Cost $105.13 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $22 Shares 126 Est. Cost $107.51 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $21 Shares 191 Est. Cost $109.52 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $20 Shares 179 Est. Cost $77.09 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $19 Shares 77 Est. Cost $134.57 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $17 Shares 276 Est. Cost $43.92 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $16 Shares 122 Est. Cost $103.98 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $16 Shares 194 Est. Cost $80.62 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $16 Shares 245 Est. Cost $38.93 Unrealized
MXI ISHARES TR 0.0%
Value ($000) $15 Shares 178 Est. Cost $68.85 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $14 Shares 160 Est. Cost $99.26 Unrealized
SPMB SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 625 Est. Cost $22.10 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $14 Shares 320 Est. Cost $36.79 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $13 Shares 103 Est. Cost $77.67 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $13 Shares 163 Est. Cost $52.98 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.06 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $12 Shares 394 Est. Cost $31.60 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $12 Shares 99 Est. Cost $117.65 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 154 Est. Cost $54.17 Unrealized
WOOD ISHARES TR 0.0%
Value ($000) $11 Shares 150 Est. Cost $71.69 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 424 Est. Cost $24.84 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 405 Est. Cost $26.58 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $11 Shares 111 Est. Cost $81.82 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $10 Shares 110 Est. Cost $86.00 Unrealized
REI RING ENERGY INC 0.0%
Value ($000) $9 Shares 11,552 Est. Cost $2.63 Unrealized -67.8%
ICLN ISHARES TR 0.0%
Value ($000) $9 Shares 698 Est. Cost $14.78 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $8 Shares 181 Est. Cost $46.55 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $8 Shares 85 Est. Cost $94.12 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 28 Est. Cost $178.57 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 81 Est. Cost $87.61 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $7 Shares 66 Est. Cost $109.50 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $7 Shares 117 Est. Cost $42.74 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $7 Shares 106 Est. Cost $102.41 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $7 Shares 45 Est. Cost $82.73 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $7 Shares 72 Est. Cost $72.24 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $6 Shares 61 Est. Cost $106.20 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $6 Shares 122 Est. Cost $47.12 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $6 Shares 109 Est. Cost $50.66 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $5 Shares 58 Est. Cost $98.53 Unrealized
HAIL SPDR SERIES TRUST 0.0%
Value ($000) $5 Shares 170 Est. Cost $25.74 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $5 Shares 50 Est. Cost $80.00 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $4 Shares 75 Est. Cost $105.33 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $4 Shares 44 Est. Cost $68.18 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $4 Shares 111 Est. Cost $27.03 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 133 Est. Cost $30.19 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $4 Shares 48 Est. Cost $51.16 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $4 Shares 39 Est. Cost $96.80 Unrealized
SPIB SPDR SERIES TRUST 0.0%
Value ($000) $4 Shares 112 Est. Cost $30.45 Unrealized
KVLE KRANESHARES TRUST 0.0%
Value ($000) $3 Shares 134 Est. Cost $22.28 Unrealized
MLN VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 193 Est. Cost $18.01 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $49.64 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $111.75 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $26.32 Unrealized
RSPR INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 12 Est. Cost $192.36 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $48.49 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $2 Shares 32 Est. Cost $50.75 Unrealized
JBBB JANUS DETROIT STR TR 0.0%
Value ($000) $2 Shares 33 Est. Cost $48.21 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $35.41 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $1 Shares 6 Est. Cost Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $61.00 Unrealized