EPG Wealth Management LLC Diversified Active

CIK: 0001803058 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 3, 2025

Total Value ($000): $363,021 (100.0% shares, 0.0% debt)

Holdings (320)

IVV ISHARES TR 4.8%
Value ($000) $17,371 Shares 25,954 Est. Cost $333.98 Unrealized
NVDA NVIDIA CORPORATION 4.6%
Value ($000) $16,823 Shares 90,165 Est. Cost $106.65 Unrealized +63.4%
AAPL APPLE INC 3.8%
Value ($000) $13,921 Shares 54,671 Est. Cost $111.63 Unrealized +102.1%
VYM VANGUARD WHITEHALL FDS 2.9%
Value ($000) $10,373 Shares 73,592 Est. Cost $94.74 Unrealized
IVW ISHARES TR 2.8%
Value ($000) $10,312 Shares 85,421 Est. Cost $89.41 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 2.7%
Value ($000) $9,781 Shares 166,206 Est. Cost $58.09 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $8,197 Shares 15,826 Est. Cost $192.23 Unrealized +164.6%
IQLT ISHARES TR 2.2%
Value ($000) $8,146 Shares 184,350 Est. Cost $33.31 Unrealized
IWF ISHARES TR 2.0%
Value ($000) $7,319 Shares 15,626 Est. Cost $169.45 Unrealized
IJH ISHARES TR 2.0%
Value ($000) $7,093 Shares 108,688 Est. Cost $98.71 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $6,456 Shares 87,751 Est. Cost $68.65 Unrealized
JPM JPMORGAN CHASE & CO. 1.7%
Value ($000) $6,339 Shares 20,097 Est. Cost $119.01 Unrealized +148.7%
PWR QUANTA SVCS INC 1.7%
Value ($000) $6,142 Shares 14,820 Est. Cost $169.93 Unrealized +128.6%
GOOGL ALPHABET INC 1.7%
Value ($000) $6,065 Shares 24,948 Est. Cost $130.69 Unrealized +60.1%
AMZN AMAZON COM INC 1.5%
Value ($000) $5,377 Shares 24,490 Est. Cost $152.95 Unrealized +48.0%
JPIE J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $5,338 Shares 115,009 Est. Cost $46.26 Unrealized
COWZ PACER FDS TR 1.3%
Value ($000) $4,855 Shares 84,480 Est. Cost $57.67 Unrealized
XLK SELECT SECTOR SPDR TR 1.2%
Value ($000) $4,496 Shares 15,950 Est. Cost $107.06 Unrealized
AVGO BROADCOM INC 1.2%
Value ($000) $4,192 Shares 12,706 Est. Cost $146.57 Unrealized +108.6%
LLY ELI LILLY & CO 1.1%
Value ($000) $4,138 Shares 5,423 Est. Cost $318.64 Unrealized +132.9%
IEMG ISHARES INC 1.1%
Value ($000) $3,962 Shares 60,107 Est. Cost $57.50 Unrealized
KO COCA COLA CO 1.1%
Value ($000) $3,885 Shares 58,585 Est. Cost $63.36 Unrealized +7.2%
CIBR FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $3,354 Shares 44,130 Est. Cost $42.09 Unrealized
UBER UBER TECHNOLOGIES INC 0.9%
Value ($000) $3,251 Shares 33,186 Est. Cost $70.49 Unrealized +32.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,228 Shares 6,421 Est. Cost $260.39 Unrealized +86.0%
GLD SPDR GOLD TR 0.9%
Value ($000) $3,179 Shares 8,944 Est. Cost $184.14 Unrealized
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $3,067 Shares 15,060 Est. Cost $154.29 Unrealized +24.1%
CRM SALESFORCE INC 0.8%
Value ($000) $3,031 Shares 12,790 Est. Cost $220.88 Unrealized +13.8%
CAT CATERPILLAR INC 0.8%
Value ($000) $2,947 Shares 6,175 Est. Cost $358.43 Unrealized +18.7%
META META PLATFORMS INC 0.8%
Value ($000) $2,942 Shares 4,006 Est. Cost $251.02 Unrealized +196.1%
IWD ISHARES TR 0.8%
Value ($000) $2,930 Shares 14,393 Est. Cost $137.62 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.8%
Value ($000) $2,912 Shares 10,426 Est. Cost $107.53 Unrealized
BLK BLACKROCK INC 0.8%
Value ($000) $2,868 Shares 2,460 Est. Cost $993.07 Unrealized +11.7%
V VISA INC 0.8%
Value ($000) $2,779 Shares 8,141 Est. Cost $236.83 Unrealized +45.7%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $2,575 Shares 26,971 Est. Cost $55.18 Unrealized +71.3%
URI UNITED RENTALS INC 0.7%
Value ($000) $2,566 Shares 2,688 Est. Cost $440.58 Unrealized +101.7%
SHY ISHARES TR 0.7%
Value ($000) $2,547 Shares 30,705 Est. Cost $81.34 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.7%
Value ($000) $2,429 Shares 10,290 Est. Cost $71.00 Unrealized +139.0%
FIDU FIDELITY COVINGTON TRUST 0.7%
Value ($000) $2,365 Shares 28,861 Est. Cost $35.46 Unrealized
DE DEERE & CO 0.6%
Value ($000) $2,354 Shares 5,149 Est. Cost $320.94 Unrealized +52.6%
NFLX NETFLIX INC 0.6%
Value ($000) $2,306 Shares 1,923 Est. Cost $38.14 Unrealized +220.0%
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,183 Shares 15,684 Est. Cost $97.37 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $2,163 Shares 7,117 Est. Cost $225.97 Unrealized +33.4%
HON HONEYWELL INTL INC 0.6%
Value ($000) $2,105 Shares 10,000 Est. Cost $170.55 Unrealized +21.4%
ANET ARISTA NETWORKS INC 0.6%
Value ($000) $2,092 Shares 14,356 Est. Cost $102.07 Unrealized +26.2%
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,054 Shares 22,989 Est. Cost $58.27 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,049 Shares 13,192 Est. Cost $126.45 Unrealized +20.4%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,981 Shares 7,021 Est. Cost $144.67 Unrealized +79.4%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,928 Shares 3,862 Est. Cost $359.03 Unrealized +24.8%
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,907 Shares 16,109 Est. Cost $64.28 Unrealized
MCK MCKESSON CORP 0.5%
Value ($000) $1,864 Shares 2,412 Est. Cost $355.88 Unrealized +97.5%
MNST MONSTER BEVERAGE CORP NEW 0.5%
Value ($000) $1,803 Shares 26,780 Est. Cost $51.28 Unrealized +21.7%
CSCO CISCO SYS INC 0.5%
Value ($000) $1,794 Shares 26,223 Est. Cost $42.54 Unrealized +58.4%
QCOM QUALCOMM INC 0.5%
Value ($000) $1,791 Shares 10,766 Est. Cost $123.97 Unrealized +26.8%
LOW LOWES COS INC 0.5%
Value ($000) $1,764 Shares 7,020 Est. Cost $167.47 Unrealized +45.8%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,753 Shares 39,891 Est. Cost $36.71 Unrealized +15.8%
AMGN AMGEN INC 0.5%
Value ($000) $1,750 Shares 6,201 Est. Cost $249.15 Unrealized +15.0%
NOW SERVICENOW INC 0.5%
Value ($000) $1,733 Shares 1,883 Est. Cost $126.84 Unrealized +47.3%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $1,712 Shares 17,532 Est. Cost $57.85 Unrealized +79.0%
ORCL ORACLE CORP 0.5%
Value ($000) $1,640 Shares 5,832 Est. Cost $170.89 Unrealized +48.7%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,595 Shares 7,792 Est. Cost $146.45 Unrealized +23.4%
HD HOME DEPOT INC 0.4%
Value ($000) $1,583 Shares 3,907 Est. Cost $225.80 Unrealized +72.4%
KLAC KLA CORP 0.4%
Value ($000) $1,569 Shares 1,454 Est. Cost $366.68 Unrealized +153.7%
SO SOUTHERN CO 0.4%
Value ($000) $1,542 Shares 16,273 Est. Cost $64.96 Unrealized +42.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,540 Shares 1,664 Est. Cost $421.26 Unrealized +127.1%
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $1,513 Shares 4,885 Est. Cost $211.60 Unrealized +41.9%
ABT ABBOTT LABS 0.4%
Value ($000) $1,493 Shares 11,150 Est. Cost $99.86 Unrealized +30.8%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $1,422 Shares 5,786 Est. Cost $173.70 Unrealized +37.6%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,420 Shares 2,496 Est. Cost $355.97 Unrealized +61.1%
ECL ECOLAB INC 0.4%
Value ($000) $1,397 Shares 5,103 Est. Cost $222.46 Unrealized +21.5%
FTEC FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,391 Shares 6,260 Est. Cost $84.63 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,377 Shares 13,360 Est. Cost $73.64 Unrealized +34.8%
PAYX PAYCHEX INC 0.4%
Value ($000) $1,362 Shares 10,747 Est. Cost $112.57 Unrealized +21.9%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,334 Shares 14,099 Est. Cost $71.91 Unrealized +29.7%
BA BOEING CO 0.4%
Value ($000) $1,332 Shares 6,172 Est. Cost $279.45 Unrealized -19.3%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,331 Shares 7,177 Est. Cost $135.55 Unrealized +25.1%
AMP AMERIPRISE FINL INC 0.4%
Value ($000) $1,323 Shares 2,693 Est. Cost $299.05 Unrealized +70.6%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,304 Shares 19,453 Est. Cost $68.20 Unrealized +3.1%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,300 Shares 1,952 Est. Cost $338.97 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $1,300 Shares 7,607 Est. Cost $74.49 Unrealized +127.5%
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,275 Shares 3,448 Est. Cost $294.02 Unrealized +30.8%
GPC GENUINE PARTS CO 0.4%
Value ($000) $1,271 Shares 9,172 Est. Cost $109.16 Unrealized +21.3%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $1,268 Shares 5,965 Est. Cost $111.22 Unrealized +95.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $1,249 Shares 31,876 Est. Cost $52.93 Unrealized -14.9%
TMUS T-MOBILE US INC 0.3%
Value ($000) $1,228 Shares 5,130 Est. Cost $150.49 Unrealized +59.7%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,211 Shares 7,883 Est. Cost $138.69 Unrealized +11.7%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $1,202 Shares 2,470 Est. Cost $507.00 Unrealized +5.3%
FCOM FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,199 Shares 16,894 Est. Cost $38.00 Unrealized
TJX TJX COS INC NEW 0.3%
Value ($000) $1,167 Shares 8,076 Est. Cost $112.98 Unrealized +17.1%
DASH DOORDASH INC 0.3%
Value ($000) $1,158 Shares 4,258 Est. Cost $250.83 Unrealized 0.0%
FENY FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,133 Shares 45,849 Est. Cost $15.85 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,086 Shares 4,166 Est. Cost $209.62 Unrealized +22.8%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,073 Shares 3,270 Est. Cost $198.10 Unrealized
VNLA JANUS DETROIT STR TR 0.3%
Value ($000) $1,048 Shares 21,263 Est. Cost $49.57 Unrealized
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $1,044 Shares 1,455 Est. Cost $357.18 Unrealized +112.4%
RTX RTX CORPORATION 0.3%
Value ($000) $1,044 Shares 6,240 Est. Cost $85.18 Unrealized +81.1%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,039 Shares 30,216 Est. Cost $43.78 Unrealized -21.6%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.3%
Value ($000) $1,038 Shares 12,438 Est. Cost $54.85 Unrealized +50.8%
TFC TRUIST FINL CORP 0.3%
Value ($000) $1,018 Shares 22,268 Est. Cost $35.60 Unrealized +24.6%
ITOT ISHARES TR 0.3%
Value ($000) $1,014 Shares 6,963 Est. Cost $83.08 Unrealized
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,008 Shares 12,935 Est. Cost $27.35 Unrealized +13.9%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $1,005 Shares 11,952 Est. Cost $49.83 Unrealized +47.5%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $996 Shares 2,884 Est. Cost $446.41 Unrealized -33.0%
RY ROYAL BK CDA 0.3%
Value ($000) $979 Shares 6,642 Est. Cost $99.88 Unrealized +38.0%
FMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $970 Shares 19,124 Est. Cost $51.16 Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $964 Shares 19,254 Est. Cost $50.30 Unrealized
ITA ISHARES TR 0.3%
Value ($000) $961 Shares 4,592 Est. Cost $112.92 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $956 Shares 6,531 Est. Cost $161.14 Unrealized -6.6%
CELH CELSIUS HLDGS INC 0.3%
Value ($000) $938 Shares 16,313 Est. Cost $40.68 Unrealized +28.5%
SGOL ETFS GOLD TR 0.3%
Value ($000) $928 Shares 25,208 Est. Cost $16.86 Unrealized
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $920 Shares 18,178 Est. Cost $51.74 Unrealized
HPQ HP INC 0.3%
Value ($000) $919 Shares 33,764 Est. Cost $24.76 Unrealized +5.6%
SHEL SHELL PLC 0.3%
Value ($000) $916 Shares 12,804 Est. Cost $63.64 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $913 Shares 1,521 Est. Cost $315.08 Unrealized
SNY SANOFI SA 0.2%
Value ($000) $904 Shares 19,154 Est. Cost $53.39 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $891 Shares 16,534 Est. Cost $33.91 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $864 Shares 2,449 Est. Cost $422.73 Unrealized -15.1%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $834 Shares 4,137 Est. Cost $124.84 Unrealized +32.4%
PSX PHILLIPS 66 0.2%
Value ($000) $801 Shares 5,885 Est. Cost $114.96 Unrealized +9.9%
GOOG ALPHABET INC 0.2%
Value ($000) $786 Shares 3,226 Est. Cost $116.09 Unrealized +80.8%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $763 Shares 6,164 Est. Cost $82.91 Unrealized +44.5%
J JACOBS SOLUTIONS INC 0.2%
Value ($000) $758 Shares 5,059 Est. Cost $105.14 Unrealized +36.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $758 Shares 6,720 Est. Cost $62.40 Unrealized +75.8%
PEP PEPSICO INC 0.2%
Value ($000) $756 Shares 5,382 Est. Cost $134.70 Unrealized +4.3%
HAL HALLIBURTON CO 0.2%
Value ($000) $728 Shares 29,581 Est. Cost $25.47 Unrealized -14.1%
CSX CSX CORP 0.2%
Value ($000) $723 Shares 20,351 Est. Cost $30.22 Unrealized +12.3%
IAU ISHARES GOLD TR 0.2%
Value ($000) $704 Shares 9,670 Est. Cost $36.80 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $687 Shares 3,327 Est. Cost $138.69 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $686 Shares 10,403 Est. Cost $57.63 Unrealized +25.2%
KR KROGER CO 0.2%
Value ($000) $681 Shares 10,107 Est. Cost $63.07 Unrealized +9.5%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $661 Shares 30,241 Est. Cost $20.90 Unrealized +1.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $658 Shares 6,909 Est. Cost $78.52 Unrealized +16.2%
TOTALENERGIES SE 0.2%
Value ($000) $596 Shares 9,987 Est. Cost $64.13 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $590 Shares 4,549 Est. Cost $128.58 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $567 Shares 8,723 Est. Cost $65.00 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $561 Shares 8,676 Est. Cost $41.48 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $553 Shares 1,243 Est. Cost $264.68 Unrealized +31.0%
ABBV ABBVIE INC 0.2%
Value ($000) $552 Shares 2,384 Est. Cost $90.14 Unrealized +124.0%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $546 Shares 3,537 Est. Cost $102.99 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $536 Shares 6,142 Est. Cost $68.87 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $525 Shares 4,415 Est. Cost $105.56 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $523 Shares 1,919 Est. Cost $261.58 Unrealized +9.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $494 Shares 4,448 Est. Cost $75.22 Unrealized +49.3%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $481 Shares 2,006 Est. Cost $145.92 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $476 Shares 4,698 Est. Cost $110.33 Unrealized -1.1%
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $469 Shares 2,428 Est. Cost $162.94 Unrealized +17.3%
MUB ISHARES TR 0.1%
Value ($000) $458 Shares 4,300 Est. Cost $104.44 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $454 Shares 6,872 Est. Cost $30.23 Unrealized +103.1%
ASH ASHLAND INC 0.1%
Value ($000) $450 Shares 9,384 Est. Cost $78.88 Unrealized -34.2%
ROBT FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $435 Shares 8,230 Est. Cost $41.35 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $434 Shares 1,476 Est. Cost $227.24 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $376 Shares 3,770 Est. Cost $95.83 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $360 Shares 2,150 Est. Cost $76.15 Unrealized +67.8%
KWEB KRANESHARES TRUST 0.1%
Value ($000) $354 Shares 8,436 Est. Cost $26.71 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $346 Shares 3,414 Est. Cost $42.74 Unrealized +120.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $344 Shares 1,173 Est. Cost $175.06 Unrealized +70.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $334 Shares 5,857 Est. Cost $56.44 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $326 Shares 1,785 Est. Cost $58.25 Unrealized +178.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $323 Shares 972 Est. Cost $171.77 Unrealized +84.3%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $319 Shares 6,281 Est. Cost $50.50 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $307 Shares 11,841 Est. Cost $28.04 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $302 Shares 716 Est. Cost $344.05 Unrealized +24.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $299 Shares 864 Est. Cost $231.40 Unrealized +51.9%
BAC BANK AMERICA CORP 0.1%
Value ($000) $296 Shares 5,736 Est. Cost $33.03 Unrealized +46.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $289 Shares 1,339 Est. Cost $144.27 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value ($000) $282 Shares 2,012 Est. Cost $113.86 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $280 Shares 1,645 Est. Cost $129.37 Unrealized +14.3%
T AT&T INC 0.1%
Value ($000) $272 Shares 9,647 Est. Cost $21.72 Unrealized +29.2%
EFA ISHARES TR 0.1%
Value ($000) $270 Shares 2,897 Est. Cost $58.85 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $269 Shares 1,397 Est. Cost $145.16 Unrealized +20.2%
IWB ISHARES TR 0.1%
Value ($000) $263 Shares 720 Est. Cost $187.18 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $248 Shares 1,984 Est. Cost $83.35 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $241 Shares 5,333 Est. Cost $53.72 Unrealized -15.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $239 Shares 2,858 Est. Cost $88.13 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $235 Shares 1,254 Est. Cost $147.59 Unrealized +14.5%
CION CION INVT CORP 0.1%
Value ($000) $234 Shares 24,676 Est. Cost $6.66 Unrealized +39.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $230 Shares 1,287 Est. Cost $178.75 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $221 Shares 1,392 Est. Cost $120.96 Unrealized +21.1%
GE GE AEROSPACE 0.1%
Value ($000) $220 Shares 731 Est. Cost $272.69 Unrealized 0.0%
IXUS ISHARES TR 0.1%
Value ($000) $218 Shares 2,644 Est. Cost $72.63 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $215 Shares 4,585 Est. Cost $36.82 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $209 Shares 3,670 Est. Cost $58.52 Unrealized 0.0%
QUAL ISHARES TR 0.1%
Value ($000) $204 Shares 1,051 Est. Cost $113.34 Unrealized
AA ALCOA CORP 0.1%
Value ($000) $204 Shares 6,195 Est. Cost $30.96 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $195 Shares 407 Est. Cost $208.87 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $195 Shares 1,351 Est. Cost $119.45 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $174 Shares 10,140 Est. Cost $17.16 Unrealized
IVOL KRANESHARES TRUST 0.0%
Value ($000) $161 Shares 8,330 Est. Cost $27.93 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $149 Shares 1,838 Est. Cost $74.90 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $142 Shares 763 Est. Cost $128.49 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $136 Shares 1,740 Est. Cost $70.05 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $133 Shares 511 Est. Cost $230.87 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $125 Shares 1,394 Est. Cost $68.19 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $124 Shares 2,334 Est. Cost $50.36 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $122 Shares 10,030 Est. Cost $18.98 Unrealized -44.6%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $121 Shares 640 Est. Cost $145.71 Unrealized
IMCB ISHARES TR 0.0%
Value ($000) $119 Shares 1,430 Est. Cost $59.24 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $118 Shares 1,544 Est. Cost $25.38 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $116 Shares 2,557 Est. Cost $31.19 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $116 Shares 2,171 Est. Cost $35.82 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $115 Shares 1,685 Est. Cost $40.20 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $107 Shares 607 Est. Cost $162.57 Unrealized
DWMF WISDOMTREE TR 0.0%
Value ($000) $105 Shares 3,303 Est. Cost $21.93 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $102 Shares 2,346 Est. Cost $41.79 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $98 Shares 1,088 Est. Cost $65.16 Unrealized
JNK SPDR SERIES TRUST 0.0%
Value ($000) $90 Shares 920 Est. Cost $92.97 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $90 Shares 1,757 Est. Cost $50.16 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $87 Shares 361 Est. Cost $189.48 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $84 Shares 850 Est. Cost $71.46 Unrealized
USFR WISDOMTREE TR 0.0%
Value ($000) $83 Shares 1,658 Est. Cost $50.27 Unrealized
XBI SPDR SERIES TRUST 0.0%
Value ($000) $82 Shares 820 Est. Cost $83.34 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $76 Shares 232 Est. Cost $245.45 Unrealized
XOP SPDR SERIES TRUST 0.0%
Value ($000) $66 Shares 500 Est. Cost $137.04 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $63 Shares 685 Est. Cost $80.93 Unrealized
NLR VANECK ETF TRUST 0.0%
Value ($000) $62 Shares 458 Est. Cost $83.55 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $59 Shares 414 Est. Cost $84.50 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $58 Shares 1,026 Est. Cost $43.99 Unrealized
SOXX ISHARES TR 0.0%
Value ($000) $57 Shares 210 Est. Cost $355.74 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $57 Shares 265 Est. Cost $174.02 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $57 Shares 2,445 Est. Cost $23.12 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $56 Shares 647 Est. Cost $67.50 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $56 Shares 734 Est. Cost $47.93 Unrealized
ENFR ALPS ETF TR 0.0%
Value ($000) $55 Shares 1,684 Est. Cost $19.87 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $54 Shares 638 Est. Cost $84.83 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $54 Shares 180 Est. Cost $216.41 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $52 Shares 16,601 Est. Cost $6.34 Unrealized -52.4%
USMV ISHARES TR 0.0%
Value ($000) $51 Shares 539 Est. Cost $95.08 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $50 Shares 454 Est. Cost $109.97 Unrealized
FELC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $46 Shares 1,228 Est. Cost $27.81 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $43 Shares 58 Est. Cost $308.82 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $43 Shares 539 Est. Cost $77.06 Unrealized
VCR VANGUARD WORLD FD 0.0%
Value ($000) $40 Shares 102 Est. Cost $238.10 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $40 Shares 228 Est. Cost $124.70 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $40 Shares 690 Est. Cost $47.54 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $40 Shares 323 Est. Cost $122.45 Unrealized
HEZU ISHARES TR 0.0%
Value ($000) $40 Shares 938 Est. Cost $28.78 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $39 Shares 1,223 Est. Cost $31.62 Unrealized
XME SPDR SERIES TRUST 0.0%
Value ($000) $38 Shares 410 Est. Cost $49.23 Unrealized
VIS VANGUARD WORLD FD 0.0%
Value ($000) $38 Shares 127 Est. Cost $155.74 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $37 Shares 127 Est. Cost $171.38 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) $34 Shares 687 Est. Cost $38.26 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $34 Shares 1,145 Est. Cost $29.11 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $33 Shares 313 Est. Cost $69.33 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $31 Shares 259 Est. Cost $96.52 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $30 Shares 93 Est. Cost $219.14 Unrealized
WTAI WISDOMTREE TR 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $17.42 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $28 Shares 458 Est. Cost $42.25 Unrealized
FBOT FIDELITY COVINGTON TRUST 0.0%
Value ($000) $28 Shares 847 Est. Cost $24.61 Unrealized
JMBS JANUS DETROIT STR TR 0.0%
Value ($000) $26 Shares 580 Est. Cost $44.56 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $26 Shares 312 Est. Cost $68.17 Unrealized
CALF PACER FDS TR 0.0%
Value ($000) $26 Shares 604 Est. Cost $46.16 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $25 Shares 126 Est. Cost $107.51 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $24 Shares 444 Est. Cost $51.23 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $23 Shares 203 Est. Cost $105.13 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) $20 Shares 77 Est. Cost $134.57 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $19 Shares 277 Est. Cost $43.92 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 28 Est. Cost $509.82 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $17 Shares 245 Est. Cost $38.93 Unrealized
MXI ISHARES TR 0.0%
Value ($000) $16 Shares 178 Est. Cost $68.85 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $16 Shares 194 Est. Cost $80.62 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $15 Shares 108 Est. Cost $103.98 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $15 Shares 321 Est. Cost $36.79 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
VFH VANGUARD WORLD FD 0.0%
Value ($000) $14 Shares 103 Est. Cost $77.67 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.06 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $13 Shares 53 Est. Cost $173.74 Unrealized
REI RING ENERGY INC 0.0%
Value ($000) $13 Shares 11,552 Est. Cost $2.63 Unrealized -65.6%
SPYM SPDR SERIES TRUST 0.0%
Value ($000) $12 Shares 154 Est. Cost $54.17 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $12 Shares 99 Est. Cost $117.65 Unrealized
SPTL SPDR SERIES TRUST 0.0%
Value ($000) $11 Shares 409 Est. Cost $26.58 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
ICLN ISHARES TR 0.0%
Value ($000) $11 Shares 698 Est. Cost $14.78 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
FXI ISHARES TR 0.0%
Value ($000) $9 Shares 211 Est. Cost $33.72 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $9 Shares 28 Est. Cost $178.57 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $9 Shares 181 Est. Cost $46.55 Unrealized
RWR SPDR SERIES TRUST 0.0%
Value ($000) $8 Shares 82 Est. Cost $87.77 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $8 Shares 85 Est. Cost $94.12 Unrealized
IHE ISHARES TR 0.0%
Value ($000) $8 Shares 106 Est. Cost $102.41 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $8 Shares 117 Est. Cost $42.74 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $8 Shares 66 Est. Cost $109.50 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) $7 Shares 61 Est. Cost $106.20 Unrealized
HAIL SPDR SERIES TRUST 0.0%
Value ($000) $6 Shares 170 Est. Cost $25.74 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $6 Shares 129 Est. Cost $47.10 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $6 Shares 109 Est. Cost $50.66 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $6 Shares 58 Est. Cost $98.53 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $6 Shares 50 Est. Cost $80.00 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $5 Shares 44 Est. Cost $68.18 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $4 Shares 75 Est. Cost $105.33 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 113 Est. Cost $30.45 Unrealized
KVLE KRANESHARES TRUST 0.0%
Value ($000) $4 Shares 134 Est. Cost $22.28 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $49.64 Unrealized
MLN VANECK ETF TRUST 0.0%
Value ($000) $3 Shares 193 Est. Cost $18.01 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $111.75 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 12 Est. Cost $192.36 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $2 Shares 38 Est. Cost $26.32 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $2 Shares 16 Est. Cost $134.44 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $2 Shares 20 Est. Cost $104.50 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $2 Shares 37 Est. Cost $48.49 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $2 Shares 41 Est. Cost $45.22 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.75 Unrealized
JBBB JANUS DETROIT STR TR 0.0%
Value ($000) $2 Shares 33 Est. Cost $48.21 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 23 Est. Cost $55.57 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
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 8 Est. Cost $80.63 Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.20 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $61.00 Unrealized
ACES ALPS ETF TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $32.00 Unrealized