Coastal Investment Advisors, Inc. Diversified Active

CIK: 0001776792 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 23, 2025

Total Value ($000): $299,080 (100.0% shares, 0.0% debt)

Holdings (328)

AAPL APPLE INC 7.1%
Value ($000) $21,294 Shares 83,628 Est. Cost $119.61 Unrealized +88.6%
NVDA NVIDIA CORPORATION 7.1%
Value ($000) $21,287 Shares 114,092 Est. Cost $100.21 Unrealized +73.9%
AMZN AMAZON COM INC 3.8%
Value ($000) $11,271 Shares 51,333 Est. Cost $131.90 Unrealized +71.6%
PLTR PALANTIR TECHNOLOGIES INC 2.7%
Value ($000) $8,209 Shares 44,998 Est. Cost $88.88 Unrealized +82.4%
TSLA TESLA INC 2.5%
Value ($000) $7,371 Shares 16,575 Est. Cost $247.74 Unrealized +40.0%
MSFT MICROSOFT CORP 2.4%
Value ($000) $7,179 Shares 13,860 Est. Cost $162.30 Unrealized +213.4%
AG FIRST MAJESTIC SILVER CORP 2.4%
Value ($000) $7,075 Shares 575,696 Est. Cost $5.63 Unrealized +64.5%
GOOG ALPHABET INC 2.3%
Value ($000) $6,929 Shares 28,452 Est. Cost $112.61 Unrealized +86.4%
AVGO BROADCOM INC 2.1%
Value ($000) $6,131 Shares 18,585 Est. Cost $150.86 Unrealized +102.7%
VGT VANGUARD WORLD FD 2.0%
Value ($000) $5,917 Shares 7,925 Est. Cost $558.80 Unrealized
QQQ INVESCO QQQ TR 1.8%
Value ($000) $5,361 Shares 8,930 Est. Cost $313.89 Unrealized
BITO PROSHARES TR 1.7%
Value ($000) $5,168 Shares 262,617 Est. Cost $21.42 Unrealized
MSTR STRATEGY INC 1.7%
Value ($000) $5,041 Shares 15,645 Est. Cost $189.40 Unrealized +95.9%
CRWD CROWDSTRIKE HLDGS INC 1.6%
Value ($000) $4,767 Shares 9,722 Est. Cost $313.07 Unrealized +45.3%
GDXJ VANECK ETF TRUST 1.6%
Value ($000) $4,758 Shares 48,050 Est. Cost $56.49 Unrealized
OXLC OXFORD LANE CAP CORP 1.4%
Value ($000) $4,155 Shares 245,433 Est. Cost $16.93 Unrealized
XLK SELECT SECTOR SPDR TR 1.4%
Value ($000) $4,043 Shares 14,343 Est. Cost $178.77 Unrealized
ICSH ISHARES TR 1.3%
Value ($000) $4,037 Shares 79,552 Est. Cost $50.56 Unrealized
META META PLATFORMS INC 1.2%
Value ($000) $3,713 Shares 5,056 Est. Cost $287.61 Unrealized +158.4%
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,590 Shares 5,389 Est. Cost $574.36 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $3,233 Shares 13,299 Est. Cost $136.40 Unrealized +53.4%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $3,226 Shares 5,268 Est. Cost $540.47 Unrealized
NFLX NETFLIX INC 1.1%
Value ($000) $3,216 Shares 2,682 Est. Cost $50.85 Unrealized +140.0%
NEAR ISHARES U S ETF TR 1.0%
Value ($000) $3,123 Shares 60,908 Est. Cost $50.72 Unrealized
XLF SELECT SECTOR SPDR TR 1.0%
Value ($000) $3,049 Shares 56,592 Est. Cost $41.47 Unrealized
NET CLOUDFLARE INC 1.0%
Value ($000) $2,899 Shares 13,511 Est. Cost $166.34 Unrealized +22.7%
COIN COINBASE GLOBAL INC 0.9%
Value ($000) $2,821 Shares 8,359 Est. Cost $192.09 Unrealized +76.5%
GDX VANECK ETF TRUST 0.9%
Value ($000) $2,675 Shares 35,013 Est. Cost $29.56 Unrealized
SGOV ISHARES TR 0.9%
Value ($000) $2,561 Shares 25,433 Est. Cost $100.41 Unrealized
XLC SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,478 Shares 20,936 Est. Cost $90.26 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $2,320 Shares 9,681 Est. Cost $187.63 Unrealized
SPYM SPDR SERIES TRUST 0.8%
Value ($000) $2,256 Shares 28,802 Est. Cost $69.42 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $2,222 Shares 2,401 Est. Cost $442.40 Unrealized +116.3%
MOAT VANECK ETF TRUST 0.7%
Value ($000) $2,219 Shares 22,392 Est. Cost $73.76 Unrealized
SHV ISHARES TR 0.7%
Value ($000) $2,200 Shares 19,914 Est. Cost $110.36 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $2,136 Shares 3,192 Est. Cost $501.36 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $2,083 Shares 6,603 Est. Cost $127.41 Unrealized +132.3%
ANET ARISTA NETWORKS INC 0.7%
Value ($000) $2,009 Shares 13,786 Est. Cost $103.72 Unrealized +24.2%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $1,999 Shares 6,091 Est. Cost $193.01 Unrealized
SHY ISHARES TR 0.7%
Value ($000) $1,965 Shares 23,684 Est. Cost $82.27 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,829 Shares 8,474 Est. Cost $179.59 Unrealized
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,678 Shares 10,877 Est. Cost $114.65 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,644 Shares 11,816 Est. Cost $136.22 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $1,551 Shares 5,515 Est. Cost $129.62 Unrealized +96.1%
AXON AXON ENTERPRISE INC 0.5%
Value ($000) $1,529 Shares 2,131 Est. Cost $374.66 Unrealized +102.5%
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $1,504 Shares 4,529 Est. Cost $165.17 Unrealized +91.6%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,461 Shares 1,834 Est. Cost $571.45 Unrealized +28.6%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,457 Shares 3,054 Est. Cost $204.65 Unrealized +107.9%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,432 Shares 8,848 Est. Cost $112.67 Unrealized +43.2%
GEV GE VERNOVA INC 0.5%
Value ($000) $1,430 Shares 2,326 Est. Cost $386.45 Unrealized +56.7%
ALAB ASTERA LABS INC 0.5%
Value ($000) $1,385 Shares 7,076 Est. Cost $135.82 Unrealized +21.1%
SPDW SPDR INDEX SHS FDS 0.5%
Value ($000) $1,347 Shares 31,488 Est. Cost $35.09 Unrealized
GRMN GARMIN LTD 0.4%
Value ($000) $1,339 Shares 5,439 Est. Cost $142.10 Unrealized +61.2%
IWF ISHARES TR 0.4%
Value ($000) $1,322 Shares 2,823 Est. Cost $397.94 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.4%
Value ($000) $1,322 Shares 25,457 Est. Cost $50.65 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.4%
Value ($000) $1,267 Shares 9,465 Est. Cost $105.52 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $1,246 Shares 2,598 Est. Cost $416.96 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.4%
Value ($000) $1,211 Shares 3,448 Est. Cost $278.74 Unrealized +23.4%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,182 Shares 5,803 Est. Cost $160.49 Unrealized +19.3%
IWM ISHARES TR 0.4%
Value ($000) $1,161 Shares 4,798 Est. Cost $176.58 Unrealized
IEFA ISHARES TR 0.4%
Value ($000) $1,139 Shares 13,042 Est. Cost $70.34 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $1,135 Shares 11,327 Est. Cost $102.42 Unrealized
ITA ISHARES TR 0.4%
Value ($000) $1,104 Shares 5,277 Est. Cost $167.94 Unrealized
BIL SPDR SERIES TRUST 0.4%
Value ($000) $1,104 Shares 12,030 Est. Cost $91.61 Unrealized
NEM NEWMONT CORP 0.4%
Value ($000) $1,100 Shares 13,047 Est. Cost $41.10 Unrealized +68.8%
B BARRICK MNG CORP 0.4%
Value ($000) $1,083 Shares 33,050 Est. Cost $19.29 Unrealized +30.4%
JPST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,068 Shares 21,047 Est. Cost $50.44 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $1,062 Shares 33,584 Est. Cost $36.03 Unrealized
ALB ALBEMARLE CORP 0.4%
Value ($000) $1,059 Shares 13,060 Est. Cost $209.97 Unrealized -63.5%
BKKT BAKKT HOLDINGS INC 0.3%
Value ($000) $991 Shares 29,450 Est. Cost $11.74 Unrealized +17.2%
ABRDN NATL MUN INCOME FD 0.3%
Value ($000) $977 Shares 95,192 Est. Cost $11.54 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.3%
Value ($000) $947 Shares 2,740 Est. Cost $322.11 Unrealized 0.0%
V VISA INC 0.3%
Value ($000) $935 Shares 2,739 Est. Cost $220.19 Unrealized +56.7%
PWR QUANTA SVCS INC 0.3%
Value ($000) $932 Shares 2,250 Est. Cost $323.71 Unrealized +20.0%
LYV LIVE NATION ENTERTAINMENT IN 0.3%
Value ($000) $912 Shares 5,584 Est. Cost $158.04 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $911 Shares 4,264 Est. Cost $200.25 Unrealized 0.0%
VST VISTRA CORP 0.3%
Value ($000) $889 Shares 4,538 Est. Cost $197.68 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $866 Shares 7,947 Est. Cost $79.22 Unrealized +27.9%
FDN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $857 Shares 3,064 Est. Cost $195.57 Unrealized
FSM FORTUNA MNG CORP 0.3%
Value ($000) $810 Shares 90,430 Est. Cost $5.87 Unrealized +24.4%
SLV ISHARES SILVER TR 0.3%
Value ($000) $805 Shares 19,005 Est. Cost $25.01 Unrealized
BA BOEING CO 0.3%
Value ($000) $784 Shares 3,631 Est. Cost $218.90 Unrealized +3.0%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $743 Shares 9,515 Est. Cost $59.61 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $734 Shares 12,354 Est. Cost $53.27 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $718 Shares 2,386 Est. Cost $229.61 Unrealized +18.8%
ETN EATON CORP PLC 0.2%
Value ($000) $706 Shares 1,886 Est. Cost $339.89 Unrealized +6.9%
LIT GLOBAL X FDS 0.2%
Value ($000) $695 Shares 12,218 Est. Cost $56.85 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $693 Shares 15,243 Est. Cost $41.08 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $682 Shares 1,974 Est. Cost $313.01 Unrealized -4.5%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $672 Shares 3,948 Est. Cost $105.99 Unrealized +39.5%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.2%
Value ($000) $665 Shares 4,569 Est. Cost $76.97 Unrealized +59.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $660 Shares 4,438 Est. Cost $46.91 Unrealized +189.0%
PBW INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $659 Shares 22,833 Est. Cost $28.88 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $649 Shares 3,881 Est. Cost $93.22 Unrealized +37.1%
IBB ISHARES TR 0.2%
Value ($000) $647 Shares 4,484 Est. Cost $144.30 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $641 Shares 7,177 Est. Cost $89.70 Unrealized
SPIB SPDR SERIES TRUST 0.2%
Value ($000) $640 Shares 18,888 Est. Cost $33.03 Unrealized
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $640 Shares 11,560 Est. Cost $51.70 Unrealized
QQXT FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $638 Shares 6,452 Est. Cost $98.80 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.2%
Value ($000) $607 Shares 14,447 Est. Cost $42.03 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $604 Shares 4,603 Est. Cost $121.80 Unrealized +11.2%
NUVEEN VIRGINIA QLTY MUNCPL 0.2%
Value ($000) $599 Shares 51,669 Est. Cost $13.43 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $576 Shares 2,040 Est. Cost $165.59 Unrealized +56.7%
DVY ISHARES TR 0.2%
Value ($000) $574 Shares 4,042 Est. Cost $101.20 Unrealized
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $574 Shares 5,491 Est. Cost $82.89 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.2%
Value ($000) $572 Shares 48,897 Est. Cost $13.41 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $562 Shares 4,317 Est. Cost $101.04 Unrealized
PULS PGIM ETF TR 0.2%
Value ($000) $562 Shares 11,268 Est. Cost $49.30 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $548 Shares 8,312 Est. Cost $52.14 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $548 Shares 2,365 Est. Cost $85.39 Unrealized +136.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $547 Shares 8,284 Est. Cost $34.84 Unrealized +76.3%
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $547 Shares 4,631 Est. Cost $100.51 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $546 Shares 7,653 Est. Cost $60.64 Unrealized
NUVEEN NEW YORK AMT QLT MUNI 0.2%
Value ($000) $544 Shares 53,359 Est. Cost $9.91 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $541 Shares 4,801 Est. Cost $64.92 Unrealized +69.0%
NUVEEN AMT FREE QLTY MUN INC 0.2%
Value ($000) $533 Shares 46,752 Est. Cost $13.35 Unrealized
ITB ISHARES TR 0.2%
Value ($000) $532 Shares 4,959 Est. Cost $107.25 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $529 Shares 12,561 Est. Cost $41.43 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $523 Shares 920 Est. Cost $343.74 Unrealized +66.8%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $501 Shares 11,403 Est. Cost $39.01 Unrealized +8.9%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $494 Shares 2,651 Est. Cost $171.83 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $494 Shares 4,796 Est. Cost $71.94 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $492 Shares 3,168 Est. Cost $113.86 Unrealized +33.7%
T AT&T INC 0.2%
Value ($000) $487 Shares 17,254 Est. Cost $15.15 Unrealized +85.3%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $479 Shares 3,396 Est. Cost $132.39 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $476 Shares 8,341 Est. Cost $58.09 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $473 Shares 4,902 Est. Cost $93.78 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $451 Shares 4,441 Est. Cost $51.41 Unrealized +83.1%
URI UNITED RENTALS INC 0.1%
Value ($000) $436 Shares 457 Est. Cost $723.55 Unrealized +22.8%
LLY ELI LILLY & CO 0.1%
Value ($000) $431 Shares 565 Est. Cost $229.64 Unrealized +223.2%
SPTI SPDR SERIES TRUST 0.1%
Value ($000) $429 Shares 14,847 Est. Cost $28.15 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value ($000) $428 Shares 4,370 Est. Cost $97.63 Unrealized
WMT WALMART INC 0.1%
Value ($000) $418 Shares 4,053 Est. Cost $68.58 Unrealized +44.7%
RDVY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $405 Shares 6,021 Est. Cost $50.26 Unrealized
BRLN BLACKROCK ETF TRUST II 0.1%
Value ($000) $403 Shares 7,737 Est. Cost $51.88 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $397 Shares 8,025 Est. Cost $44.65 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $394 Shares 4,018 Est. Cost $44.67 Unrealized +109.4%
NKE NIKE INC 0.1%
Value ($000) $384 Shares 5,506 Est. Cost $73.79 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $378 Shares 2,744 Est. Cost $128.26 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $376 Shares 6,281 Est. Cost $48.00 Unrealized
XYZ BLOCK INC 0.1%
Value ($000) $375 Shares 5,185 Est. Cost $166.16 Unrealized -55.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $373 Shares 748 Est. Cost $308.88 Unrealized +45.1%
IJR ISHARES TR 0.1%
Value ($000) $363 Shares 3,058 Est. Cost $112.24 Unrealized
RIOT RIOT PLATFORMS INC 0.1%
Value ($000) $363 Shares 19,060 Est. Cost $24.88 Unrealized -44.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $361 Shares 1,293 Est. Cost $279.29 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $360 Shares 2,572 Est. Cost $121.52 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $348 Shares 1,144 Est. Cost $211.55 Unrealized +42.5%
NUVEEN AMT-FREE MUN VALUE FD 0.1%
Value ($000) $326 Shares 23,015 Est. Cost $14.95 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.1%
Value ($000) $320 Shares 21,383 Est. Cost $15.38 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $311 Shares 7,263 Est. Cost $42.77 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $299 Shares 4,454 Est. Cost $134.17 Unrealized -47.6%
GLD SPDR GOLD TR 0.1%
Value ($000) $297 Shares 835 Est. Cost $312.71 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $296 Shares 6,454 Est. Cost $46.23 Unrealized
FEMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $292 Shares 9,939 Est. Cost $28.88 Unrealized
BUXX EA SERIES TRUST 0.1%
Value ($000) $287 Shares 14,175 Est. Cost $20.31 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $287 Shares 3,440 Est. Cost $88.13 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $287 Shares 2,041 Est. Cost $120.93 Unrealized +16.1%
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $282 Shares 6,708 Est. Cost $41.43 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $281 Shares 1,731 Est. Cost $62.17 Unrealized +165.7%
BLK BLACKROCK INC 0.1%
Value ($000) $277 Shares 238 Est. Cost $941.21 Unrealized +17.8%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $277 Shares 1,215 Est. Cost $169.08 Unrealized +31.9%
UNG UNITED STS NAT GAS FD LP 0.1%
Value ($000) $268 Shares 20,500 Est. Cost $13.07 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $267 Shares 2,808 Est. Cost $91.92 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $264 Shares 1,051 Est. Cost $139.58 Unrealized +75.0%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $258 Shares 20,502 Est. Cost $11.66 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $249 Shares 1,055 Est. Cost $173.70 Unrealized +28.5%
IVE ISHARES TR 0.1%
Value ($000) $249 Shares 1,206 Est. Cost $141.35 Unrealized
BWX SPDR SERIES TRUST 0.1%
Value ($000) $246 Shares 10,691 Est. Cost $21.56 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $245 Shares 2,893 Est. Cost $88.57 Unrealized 0.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $242 Shares 4,204 Est. Cost $57.52 Unrealized
BGC BGC GROUP INC 0.1%
Value ($000) $240 Shares 25,422 Est. Cost $6.37 Unrealized +56.7%
GFI GOLD FIELDS LTD 0.1%
Value ($000) $239 Shares 5,696 Est. Cost $41.96 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $236 Shares 3,127 Est. Cost $72.53 Unrealized -6.5%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $236 Shares 1,407 Est. Cost $190.71 Unrealized -8.1%
RTX RTX CORPORATION 0.1%
Value ($000) $234 Shares 1,396 Est. Cost $154.28 Unrealized 0.0%
HNDL STRATEGY SHS 0.1%
Value ($000) $231 Shares 10,362 Est. Cost $22.90 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $231 Shares 1,883 Est. Cost $93.86 Unrealized
NBIS NEBIUS GROUP N.V. 0.1%
Value ($000) $230 Shares 2,049 Est. Cost $69.43 Unrealized 0.0%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $229 Shares 1,148 Est. Cost $180.47 Unrealized
MAGS LISTED FDS TR 0.1%
Value ($000) $229 Shares 3,530 Est. Cost $64.86 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $222 Shares 1,062 Est. Cost $153.27 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $220 Shares 1,985 Est. Cost $61.51 Unrealized +82.6%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $219 Shares 2,119 Est. Cost $108.94 Unrealized 0.0%
SPAB SPDR SERIES TRUST 0.1%
Value ($000) $214 Shares 8,280 Est. Cost $25.46 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $203 Shares 7,179 Est. Cost $13.61 Unrealized +98.2%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $201 Shares 2,302 Est. Cost $75.54 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $199 Shares 3,471 Est. Cost $48.61 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $196 Shares 3,625 Est. Cost $47.44 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY 0.1%
Value ($000) $192 Shares 19,175 Est. Cost $12.40 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $191 Shares 15,554 Est. Cost $11.93 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $189 Shares 2,570 Est. Cost $58.20 Unrealized
COHEN & STEERS TOTAL RETURN 0.1%
Value ($000) $184 Shares 15,218 Est. Cost $10.58 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.1%
Value ($000) $177 Shares 12,250 Est. Cost $15.98 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $177 Shares 21,584 Est. Cost $6.86 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $167 Shares 1,869 Est. Cost $69.82 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $165 Shares 562 Est. Cost $243.32 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $156 Shares 1,244 Est. Cost $88.17 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $150 Shares 8,807 Est. Cost $20.78 Unrealized
BLACKROCK MUNIHLDNGS CALI QL 0.0%
Value ($000) $148 Shares 13,652 Est. Cost $10.35 Unrealized
UTWO RBB FD INC 0.0%
Value ($000) $147 Shares 3,020 Est. Cost $48.47 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $144 Shares 21,000 Est. Cost $6.58 Unrealized
NUVEEN N Y MUN VALUE FD 0.0%
Value ($000) $143 Shares 17,338 Est. Cost $9.18 Unrealized
BLACKROCK MUN INCOME TR 0.0%
Value ($000) $136 Shares 13,550 Est. Cost $9.52 Unrealized
TBIL RBB FD INC 0.0%
Value ($000) $125 Shares 2,500 Est. Cost $50.01 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $124 Shares 1,027 Est. Cost $86.97 Unrealized
EATON VANCE MUN BD FD 0.0%
Value ($000) $124 Shares 12,461 Est. Cost $12.44 Unrealized
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $120 Shares 4,310 Est. Cost $27.81 Unrealized
IAK ISHARES TR 0.0%
Value ($000) $109 Shares 815 Est. Cost $134.18 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $103 Shares 724 Est. Cost $132.82 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $101 Shares 721 Est. Cost $133.52 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $97 Shares 500 Est. Cost $156.35 Unrealized
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $97 Shares 4,049 Est. Cost $23.73 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $93 Shares 2,145 Est. Cost $42.70 Unrealized
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $90 Shares 15,247 Est. Cost $5.65 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $89 Shares 2,000 Est. Cost $35.19 Unrealized
UFIV RBB FD INC 0.0%
Value ($000) $86 Shares 1,733 Est. Cost $49.00 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $85 Shares 335 Est. Cost $233.87 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $85 Shares 1,775 Est. Cost $47.67 Unrealized
ILCB ISHARES TR 0.0%
Value ($000) $82 Shares 892 Est. Cost $72.47 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $80 Shares 780 Est. Cost $102.87 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $77 Shares 845 Est. Cost $88.55 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $76 Shares 200 Est. Cost $227.60 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $73 Shares 1,176 Est. Cost $41.15 Unrealized
STKL SUNOPTA INC 0.0%
Value ($000) $71 Shares 12,160 Est. Cost $4.66 Unrealized +33.1%
IYW ISHARES TR 0.0%
Value ($000) $69 Shares 352 Est. Cost $125.64 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $67 Shares 2,889 Est. Cost $23.64 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $65 Shares 900 Est. Cost $67.90 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $64 Shares 200 Est. Cost $270.80 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $62 Shares 243 Est. Cost $207.91 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $61 Shares 1,132 Est. Cost $57.23 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $60 Shares 580 Est. Cost $75.50 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $59 Shares 588 Est. Cost $91.34 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $59 Shares 2,181 Est. Cost $26.34 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $61.91 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $57 Shares 11,138 Est. Cost $3.92 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $51 Shares 406 Est. Cost $95.43 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $50 Shares 346 Est. Cost $72.22 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $48 Shares 507 Est. Cost $93.70 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $46 Shares 1,000 Est. Cost $43.83 Unrealized
QDPL PACER FDS TR 0.0%
Value ($000) $44 Shares 1,050 Est. Cost $32.99 Unrealized
SPIP SPDR SERIES TRUST 0.0%
Value ($000) $43 Shares 1,638 Est. Cost $25.72 Unrealized
RAAX VANECK ETF TRUST 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $34.46 Unrealized
PTLC PACER FDS TR 0.0%
Value ($000) $40 Shares 722 Est. Cost $48.44 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $39 Shares 2,425 Est. Cost $16.04 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $39 Shares 401 Est. Cost $84.07 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $38 Shares 488 Est. Cost $80.19 Unrealized
XBIL RBB FD INC 0.0%
Value ($000) $38 Shares 755 Est. Cost $50.15 Unrealized
XNTK SPDR SERIES TRUST 0.0%
Value ($000) $33 Shares 120 Est. Cost $182.39 Unrealized
BKKT/WS BAKKT HOLDINGS INC 0.0%
Value ($000) $30 Shares 67,548 Est. Cost $0.48 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $29 Shares 363 Est. Cost $78.06 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $29 Shares 1,240 Est. Cost $21.75 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $27 Shares 83 Est. Cost $260.97 Unrealized
KRE SPDR SERIES TRUST 0.0%
Value ($000) $27 Shares 425 Est. Cost $63.30 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $26 Shares 345 Est. Cost $72.32 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $26 Shares 396 Est. Cost $88.53 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $25 Shares 1,164 Est. Cost $20.87 Unrealized
DDIV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $24 Shares 601 Est. Cost $34.07 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $23 Shares 250 Est. Cost $92.41 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $22 Shares 196 Est. Cost $115.70 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $21 Shares 303 Est. Cost $57.95 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $20 Shares 546 Est. Cost $30.03 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $98.11 Unrealized +1.0%
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $19 Shares 622 Est. Cost $30.80 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19 Shares 234 Est. Cost $69.59 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $18 Shares 458 Est. Cost $34.86 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $17 Shares 478 Est. Cost $35.43 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $17 Shares 315 Est. Cost $53.40 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $17 Shares 157 Est. Cost $112.91 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $17 Shares 61 Est. Cost $252.26 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $17 Shares 50 Est. Cost $304.36 Unrealized
XHE SPDR SERIES TRUST 0.0%
Value ($000) $16 Shares 200 Est. Cost $87.94 Unrealized
PROSHARES TR 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.23 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $13 Shares 221 Est. Cost $55.60 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $13 Shares 303 Est. Cost $44.37 Unrealized
QMOM EA SERIES TRUST 0.0%
Value ($000) $13 Shares 200 Est. Cost $64.44 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $7.43 Unrealized +41.5%
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $12 Shares 125 Est. Cost $81.40 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $11 Shares 96 Est. Cost $119.51 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value ($000) $11 Shares 59 Est. Cost $187.73 Unrealized
LRGF ISHARES TR 0.0%
Value ($000) $10 Shares 144 Est. Cost $60.33 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $10 Shares 78 Est. Cost $86.18 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.0%
Value ($000) $9 Shares 224 Est. Cost $37.77 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $9 Shares 77 Est. Cost $109.30 Unrealized
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $9 Shares 102 Est. Cost $77.05 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $8 Shares 120 Est. Cost $64.51 Unrealized
HOLA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $8 Shares 146 Est. Cost $51.57 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $7 Shares 378 Est. Cost $19.40 Unrealized
FRDM EA SERIES TRUST 0.0%
Value ($000) $7 Shares 155 Est. Cost $44.31 Unrealized
XXRP LISTED FDS TR 0.0%
Value ($000) $6 Shares 200 Est. Cost $32.30 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $6 Shares 16 Est. Cost $396.13 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $6 Shares 100 Est. Cost $62.87 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $6 Shares 103 Est. Cost $45.56 Unrealized +24.7%
IJS ISHARES TR 0.0%
Value ($000) $6 Shares 52 Est. Cost $111.47 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $6 Shares 54 Est. Cost $102.98 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $67.28 Unrealized
XAR SPDR SERIES TRUST 0.0%
Value ($000) $5 Shares 22 Est. Cost $234.95 Unrealized
IHF ISHARES TR 0.0%
Value ($000) $5 Shares 103 Est. Cost $77.07 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $5 Shares 165 Est. Cost $29.18 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $5 Shares 102 Est. Cost $46.51 Unrealized
PSMJ PACER FDS TR 0.0%
Value ($000) $5 Shares 150 Est. Cost $22.28 Unrealized
PII POLARIS INC 0.0%
Value ($000) $4 Shares 76 Est. Cost $53.92 Unrealized 0.0%
SMIN ISHARES TR 0.0%
Value ($000) $4 Shares 53 Est. Cost $72.21 Unrealized
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $4 Shares 83 Est. Cost $43.10 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $4 Shares 22 Est. Cost $126.34 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $4 Shares 88 Est. Cost $40.50 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $3 Shares 34 Est. Cost $92.01 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $3 Shares 200 Est. Cost $16.30 Unrealized
SM SM ENERGY CO 0.0%
Value ($000) $3 Shares 122 Est. Cost $41.14 Unrealized -35.8%
IXP ISHARES TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $123.59 Unrealized
XHS SPDR SERIES TRUST 0.0%
Value ($000) $2 Shares 18 Est. Cost $101.56 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $2 Shares 27 Est. Cost $64.59 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $2 Shares 34 Est. Cost $51.09 Unrealized
HAP VANECK ETF TRUST 0.0%
Value ($000) $2 Shares 29 Est. Cost $57.10 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $2 Shares 28 Est. Cost $58.71 Unrealized
JPEF J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 22 Est. Cost $74.09 Unrealized
REZ ISHARES TR 0.0%
Value ($000) $2 Shares 19 Est. Cost $84.95 Unrealized
AGNG GLOBAL X FDS 0.0%
Value ($000) $2 Shares 46 Est. Cost $33.46 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 12 Est. Cost $121.08 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 18 Est. Cost $53.32 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.77 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $1 Shares 3 Est. Cost $186.96 Unrealized
SPYD SPDR SERIES TRUST 0.0%
Value ($000) $0 Shares 11 Est. Cost $43.89 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $99.94 Unrealized
IPAC ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $61.25 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $89.61 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.00 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.67 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $57.11 Unrealized