MGB Wealth Management, LLC Diversified Active

CIK: 0002015822 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $353,985 (100.0% shares, 0.0% debt)

Holdings (313)

APP APPLOVIN CORP 18.4%
Value ($000) $65,218 Shares 90,766 Est. Cost $52.21 Unrealized +783.2%
QQQ INVESCO QQQ TR 5.0%
Value ($000) $17,730 Shares 29,537 Est. Cost $424.76 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $13,200 Shares 25,501 Est. Cost $351.90 Unrealized +44.6%
AVGO BROADCOM INC 3.0%
Value ($000) $10,565 Shares 32,064 Est. Cost $151.86 Unrealized +101.3%
SPY SPDR S&P 500 ETF TR 2.9%
Value ($000) $10,335 Shares 15,531 Est. Cost $510.70 Unrealized
NVDA NVIDIA CORPORATION 2.9%
Value ($000) $10,258 Shares 55,212 Est. Cost $96.99 Unrealized +79.7%
XSD SPDR SERIES TRUST 2.8%
Value ($000) $10,072 Shares 31,574 Est. Cost $227.97 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $7,176 Shares 28,186 Est. Cost $187.05 Unrealized +20.6%
GLD SPDR GOLD TR 1.4%
Value ($000) $4,786 Shares 13,483 Est. Cost $239.90 Unrealized
JPM JPMORGAN CHASE & CO. 1.1%
Value ($000) $4,015 Shares 12,726 Est. Cost $167.42 Unrealized +76.8%
WMT WALMART INC 1.1%
Value ($000) $3,993 Shares 38,744 Est. Cost $60.92 Unrealized +62.9%
FDN FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $3,932 Shares 14,033 Est. Cost $187.09 Unrealized
QTEC FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $3,714 Shares 16,176 Est. Cost $175.58 Unrealized
AMLP ALPS ETF TR 1.0%
Value ($000) $3,653 Shares 77,840 Est. Cost $46.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,431 Shares 6,843 Est. Cost $367.50 Unrealized +31.8%
MAIN MAIN STR CAP CORP 1.0%
Value ($000) $3,384 Shares 53,228 Est. Cost $51.78 Unrealized +24.8%
GOOGL ALPHABET INC 0.9%
Value ($000) $3,250 Shares 13,364 Est. Cost $138.10 Unrealized +51.5%
MCK MCKESSON CORP 0.9%
Value ($000) $3,232 Shares 4,191 Est. Cost $520.94 Unrealized +35.0%
DIVO AMPLIFY ETF TR 0.9%
Value ($000) $3,207 Shares 71,971 Est. Cost $36.68 Unrealized
MPC MARATHON PETE CORP 0.8%
Value ($000) $2,986 Shares 15,474 Est. Cost $142.74 Unrealized +22.2%
ETN EATON CORP PLC 0.8%
Value ($000) $2,970 Shares 7,978 Est. Cost $220.46 Unrealized +64.8%
IGV ISHARES TR 0.8%
Value ($000) $2,948 Shares 25,622 Est. Cost $140.99 Unrealized
ABBV ABBVIE INC 0.8%
Value ($000) $2,843 Shares 12,388 Est. Cost $137.97 Unrealized +46.4%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $2,564 Shares 4,188 Est. Cost $608.02 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $2,507 Shares 6,185 Est. Cost $295.16 Unrealized +31.8%
CNQ CANADIAN NAT RES LTD 0.7%
Value ($000) $2,400 Shares 75,058 Est. Cost $32.63 Unrealized -4.0%
SLV ISHARES SILVER TR 0.7%
Value ($000) $2,383 Shares 56,171 Est. Cost $28.60 Unrealized
USMV ISHARES TR 0.7%
Value ($000) $2,379 Shares 25,016 Est. Cost $78.02 Unrealized
HACK AMPLIFY ETF TR 0.7%
Value ($000) $2,329 Shares 26,826 Est. Cost $70.99 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $2,279 Shares 31,986 Est. Cost $67.13 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $2,258 Shares 10,267 Est. Cost $156.46 Unrealized +44.7%
PDP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,243 Shares 19,000 Est. Cost $88.17 Unrealized
XAR SPDR SERIES TRUST 0.6%
Value ($000) $2,206 Shares 9,400 Est. Cost $135.46 Unrealized
HODL VANECK BITCOIN ETF 0.6%
Value ($000) $2,157 Shares 66,637 Est. Cost $31.40 Unrealized
V VISA INC 0.6%
Value ($000) $2,092 Shares 6,133 Est. Cost $256.64 Unrealized +34.5%
PJP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,946 Shares 21,037 Est. Cost $76.80 Unrealized
NOBL PROSHARES TR 0.5%
Value ($000) $1,903 Shares 18,461 Est. Cost $95.21 Unrealized
EFA ISHARES TR 0.5%
Value ($000) $1,862 Shares 19,994 Est. Cost $82.05 Unrealized
PAVE GLOBAL X FDS 0.5%
Value ($000) $1,858 Shares 39,080 Est. Cost $34.99 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,854 Shares 11,940 Est. Cost $96.30 Unrealized
CVY INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,776 Shares 66,297 Est. Cost $23.94 Unrealized
SMH VANECK ETF TRUST 0.5%
Value ($000) $1,745 Shares 5,358 Est. Cost $190.19 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $1,679 Shares 9,209 Est. Cost $95.67 Unrealized +69.4%
FDUS FIDUS INVT CORP 0.5%
Value ($000) $1,664 Shares 82,120 Est. Cost $14.74 Unrealized +36.1%
EMLP FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,661 Shares 43,387 Est. Cost $27.69 Unrealized
VLO VALERO ENERGY CORP 0.5%
Value ($000) $1,614 Shares 9,475 Est. Cost $120.18 Unrealized +23.0%
IVES WEDBUSH SER TR 0.4%
Value ($000) $1,576 Shares 49,052 Est. Cost $32.12 Unrealized
INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,561 Shares 28,090 Est. Cost $47.39 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,527 Shares 10,584 Est. Cost $92.89 Unrealized +42.4%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,495 Shares 9,216 Est. Cost $140.49 Unrealized +17.6%
CME CME GROUP INC 0.4%
Value ($000) $1,489 Shares 5,509 Est. Cost $198.88 Unrealized +35.7%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,435 Shares 7,701 Est. Cost $174.01 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,413 Shares 60,084 Est. Cost $24.33 Unrealized
SHLD GLOBAL X FDS 0.4%
Value ($000) $1,407 Shares 20,044 Est. Cost $44.43 Unrealized
COR CENCORA INC 0.4%
Value ($000) $1,401 Shares 4,484 Est. Cost $208.37 Unrealized +40.9%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,384 Shares 18,840 Est. Cost $63.27 Unrealized
CTAS CINTAS CORP 0.4%
Value ($000) $1,326 Shares 6,469 Est. Cost $176.08 Unrealized +20.9%
OKE ONEOK INC NEW 0.4%
Value ($000) $1,272 Shares 17,425 Est. Cost $60.81 Unrealized +23.4%
NFLX NETFLIX INC 0.3%
Value ($000) $1,210 Shares 1,009 Est. Cost $98.04 Unrealized +24.5%
CB CHUBB LIMITED 0.3%
Value ($000) $1,204 Shares 4,269 Est. Cost $281.25 Unrealized -2.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,203 Shares 2,411 Est. Cost $435.16 Unrealized +3.0%
TORTOISE ENERGY INFRA CORP 0.3%
Value ($000) $1,129 Shares 26,190 Est. Cost $31.39 Unrealized
KXI ISHARES TR 0.3%
Value ($000) $1,114 Shares 17,301 Est. Cost $59.28 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $1,081 Shares 40,998 Est. Cost $15.05 Unrealized +69.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,078 Shares 6,941 Est. Cost $143.31 Unrealized +6.3%
PEY INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,067 Shares 50,673 Est. Cost $21.15 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $1,067 Shares 24,950 Est. Cost $34.40 Unrealized
FLOT ISHARES TR 0.3%
Value ($000) $1,047 Shares 20,500 Est. Cost $50.77 Unrealized
PSCH INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,031 Shares 24,775 Est. Cost $42.86 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,014 Shares 5,346 Est. Cost $158.16 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $996 Shares 25,811 Est. Cost $29.35 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $986 Shares 5,854 Est. Cost $116.24 Unrealized +52.9%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $974 Shares 3,321 Est. Cost $223.84 Unrealized +33.0%
SPYD SPDR SERIES TRUST 0.3%
Value ($000) $973 Shares 22,118 Est. Cost $40.09 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.3%
Value ($000) $960 Shares 2,104 Est. Cost $318.58 Unrealized +40.7%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $952 Shares 9,769 Est. Cost $69.71 Unrealized +48.6%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $948 Shares 51,919 Est. Cost $17.94 Unrealized
HEI HEICO CORP NEW 0.3%
Value ($000) $935 Shares 2,900 Est. Cost $173.25 Unrealized +83.7%
MCD MCDONALDS CORP 0.3%
Value ($000) $929 Shares 3,060 Est. Cost $260.84 Unrealized +15.6%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $924 Shares 5,352 Est. Cost $99.79 Unrealized +65.0%
META META PLATFORMS INC 0.3%
Value ($000) $914 Shares 1,241 Est. Cost $508.74 Unrealized +46.1%
SPIB SPDR SERIES TRUST 0.3%
Value ($000) $901 Shares 26,601 Est. Cost $33.37 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $895 Shares 20,362 Est. Cost $42.25 Unrealized +0.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $892 Shares 3,748 Est. Cost $183.07 Unrealized +35.1%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $891 Shares 963 Est. Cost $841.65 Unrealized +13.7%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $882 Shares 11,258 Est. Cost $64.02 Unrealized
PRI PRIMERICA INC 0.2%
Value ($000) $871 Shares 3,142 Est. Cost $209.09 Unrealized +28.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $852 Shares 7,540 Est. Cost $110.25 Unrealized -0.5%
MOAT VANECK ETF TRUST 0.2%
Value ($000) $852 Shares 8,604 Est. Cost $87.47 Unrealized
CCJ CAMECO CORP 0.2%
Value ($000) $833 Shares 9,924 Est. Cost $46.94 Unrealized +64.9%
NLR VANECK ETF TRUST 0.2%
Value ($000) $813 Shares 5,992 Est. Cost $132.45 Unrealized
XME SPDR SERIES TRUST 0.2%
Value ($000) $810 Shares 8,692 Est. Cost $63.53 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $805 Shares 3,138 Est. Cost $228.76 Unrealized
ETH GRAYSCALE ETHEREUM MINI TR E 0.2%
Value ($000) $804 Shares 20,510 Est. Cost $39.18 Unrealized
TMUS T-MOBILE US INC 0.2%
Value ($000) $802 Shares 3,351 Est. Cost $159.67 Unrealized +50.5%
EEM ISHARES TR 0.2%
Value ($000) $775 Shares 14,510 Est. Cost $53.00 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $772 Shares 14,500 Est. Cost $52.99 Unrealized
URA GLOBAL X FDS 0.2%
Value ($000) $771 Shares 16,172 Est. Cost $29.88 Unrealized
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $763 Shares 13,345 Est. Cost $48.78 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $746 Shares 5,573 Est. Cost $96.07 Unrealized +35.9%
ITA ISHARES TR 0.2%
Value ($000) $734 Shares 3,524 Est. Cost $126.67 Unrealized
XT ISHARES TR 0.2%
Value ($000) $723 Shares 10,059 Est. Cost $60.51 Unrealized
BOTZ GLOBAL X FDS 0.2%
Value ($000) $704 Shares 19,869 Est. Cost $28.49 Unrealized
GUARANTY BANCSHARES INC TEX 0.2%
Value ($000) $682 Shares 13,967 Est. Cost $34.38 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $672 Shares 4,731 Est. Cost $119.30 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $652 Shares 1,466 Est. Cost $328.02 Unrealized +5.7%
SPYV SPDR SERIES TRUST 0.2%
Value ($000) $647 Shares 11,702 Est. Cost $46.92 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $646 Shares 1,347 Est. Cost $378.15 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $633 Shares 9,369 Est. Cost $63.49 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $625 Shares 825 Est. Cost $703.12 Unrealized +5.6%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $622 Shares 5,430 Est. Cost $76.28 Unrealized +40.4%
PSCT INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $616 Shares 11,602 Est. Cost $48.16 Unrealized
DWLD DAVIS FUNDAMENTAL ETF TR 0.2%
Value ($000) $604 Shares 13,354 Est. Cost $39.74 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $590 Shares 10,935 Est. Cost $40.43 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $587 Shares 5,312 Est. Cost $110.11 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.2%
Value ($000) $578 Shares 46,000 Est. Cost $12.32 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $546 Shares 22,119 Est. Cost $23.89 Unrealized
AXS AXIS CAP HLDGS LTD 0.2%
Value ($000) $540 Shares 5,647 Est. Cost $91.53 Unrealized +5.8%
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $532 Shares 21,444 Est. Cost $23.30 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $532 Shares 8,584 Est. Cost $51.55 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $531 Shares 2,315 Est. Cost $160.22 Unrealized +45.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $529 Shares 3,441 Est. Cost $149.25 Unrealized +3.8%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $518 Shares 56,869 Est. Cost $8.19 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $509 Shares 55,968 Est. Cost $7.94 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $504 Shares 4,086 Est. Cost $68.97 Unrealized +58.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $494 Shares 3,057 Est. Cost $117.86 Unrealized +36.9%
KKR KKR & CO INC 0.1%
Value ($000) $492 Shares 3,765 Est. Cost $80.91 Unrealized +75.1%
IEFA ISHARES TR 0.1%
Value ($000) $484 Shares 5,554 Est. Cost $86.46 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $483 Shares 2,630 Est. Cost $145.50 Unrealized +32.9%
MCI BARINGS CORPORATE INVS 0.1%
Value ($000) $481 Shares 23,194 Est. Cost $22.21 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $476 Shares 2,228 Est. Cost $192.75 Unrealized +3.9%
FTA FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $470 Shares 5,638 Est. Cost $70.85 Unrealized
T AT&T INC 0.1%
Value ($000) $461 Shares 16,314 Est. Cost $27.10 Unrealized +3.6%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $460 Shares 500 Est. Cost $513.84 Unrealized +57.3%
BLACKROCK ENERGY & RES TR 0.1%
Value ($000) $459 Shares 33,815 Est. Cost $12.81 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $451 Shares 3,198 Est. Cost $98.15 Unrealized +37.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $434 Shares 2,344 Est. Cost $143.59 Unrealized +18.1%
SYY SYSCO CORP 0.1%
Value ($000) $432 Shares 5,250 Est. Cost $64.89 Unrealized +21.5%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $431 Shares 4,807 Est. Cost $85.26 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $428 Shares 2,904 Est. Cost $88.10 Unrealized +56.5%
UPGD INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $427 Shares 5,700 Est. Cost $61.79 Unrealized
RRC RANGE RES CORP 0.1%
Value ($000) $426 Shares 11,332 Est. Cost $32.82 Unrealized +8.8%
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $425 Shares 9,195 Est. Cost $40.56 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $425 Shares 1,996 Est. Cost $186.57 Unrealized +16.7%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $423 Shares 2,744 Est. Cost $131.74 Unrealized
WCC WESCO INTL INC 0.1%
Value ($000) $414 Shares 1,956 Est. Cost $147.28 Unrealized +42.1%
PFF ISHARES TR 0.1%
Value ($000) $410 Shares 12,978 Est. Cost $31.91 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $407 Shares 1,900 Est. Cost $161.40 Unrealized +24.1%
TXRH TEXAS ROADHOUSE INC 0.1%
Value ($000) $406 Shares 2,432 Est. Cost $105.62 Unrealized +65.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $404 Shares 2,934 Est. Cost $136.69 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.1%
Value ($000) $403 Shares 11,750 Est. Cost $34.27 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $402 Shares 27,520 Est. Cost $14.62 Unrealized
CELH CELSIUS HLDGS INC 0.1%
Value ($000) $397 Shares 6,900 Est. Cost $39.02 Unrealized +34.0%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $395 Shares 1,325 Est. Cost $263.94 Unrealized +8.2%
SSUS STRATEGY SHS 0.1%
Value ($000) $387 Shares 8,019 Est. Cost $35.63 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $387 Shares 400 Est. Cost $693.08 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $381 Shares 2,843 Est. Cost $141.54 Unrealized -0.6%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $376 Shares 771 Est. Cost $463.94 Unrealized +15.1%
IWR ISHARES TR 0.1%
Value ($000) $372 Shares 3,852 Est. Cost $96.55 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $360 Shares 870 Est. Cost $388.50 Unrealized 0.0%
MUSA MURPHY USA INC 0.1%
Value ($000) $360 Shares 925 Est. Cost $358.80 Unrealized +10.0%
AGG ISHARES TR 0.1%
Value ($000) $359 Shares 3,579 Est. Cost $98.80 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $357 Shares 1,050 Est. Cost $185.00 Unrealized +53.4%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $354 Shares 8,411 Est. Cost $40.06 Unrealized
ORI OLD REP INTL CORP 0.1%
Value ($000) $353 Shares 8,300 Est. Cost $23.48 Unrealized +53.5%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $345 Shares 2,031 Est. Cost $108.36 Unrealized +47.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $343 Shares 4,535 Est. Cost $56.60 Unrealized +27.6%
GOOG ALPHABET INC 0.1%
Value ($000) $324 Shares 1,330 Est. Cost $155.96 Unrealized +34.6%
FXU FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $324 Shares 7,121 Est. Cost $41.40 Unrealized
BLACKROCK CR ALLOCATION INCO 0.1%
Value ($000) $321 Shares 29,079 Est. Cost $10.92 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $318 Shares 2,200 Est. Cost $136.00 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $310 Shares 12,567 Est. Cost $36.44 Unrealized -40.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $308 Shares 57 Est. Cost $3216.19 Unrealized +73.0%
NUVEEN NASDAQ 100 DYNAMIC OV 0.1%
Value ($000) $302 Shares 11,000 Est. Cost $24.27 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $302 Shares 2,748 Est. Cost $83.82 Unrealized
HROW HARROW INC 0.1%
Value ($000) $301 Shares 6,250 Est. Cost $37.67 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $298 Shares 1,546 Est. Cost $151.29 Unrealized +34.7%
IYZ ISHARES TR 0.1%
Value ($000) $297 Shares 9,224 Est. Cost $27.35 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $296 Shares 2,645 Est. Cost $86.21 Unrealized +13.3%
UNP UNION PAC CORP 0.1%
Value ($000) $294 Shares 1,243 Est. Cost $209.24 Unrealized +6.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $293 Shares 515 Est. Cost $514.68 Unrealized +11.4%
DGRO ISHARES TR 0.1%
Value ($000) $291 Shares 4,270 Est. Cost $63.58 Unrealized
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $281 Shares 2,690 Est. Cost $70.48 Unrealized
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $280 Shares 11,467 Est. Cost $22.98 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $273 Shares 1,959 Est. Cost $126.36 Unrealized +3.2%
BITO PROSHARES TR 0.1%
Value ($000) $273 Shares 13,872 Est. Cost $21.13 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $266 Shares 2,244 Est. Cost $99.83 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value ($000) $265 Shares 1,221 Est. Cost $150.21 Unrealized +35.8%
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $265 Shares 1,479 Est. Cost $158.63 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $264 Shares 1,877 Est. Cost $127.87 Unrealized
LKFN LAKELAND FINL CORP 0.1%
Value ($000) $259 Shares 4,027 Est. Cost $51.28 Unrealized +24.2%
GE GE AEROSPACE 0.1%
Value ($000) $258 Shares 862 Est. Cost $218.59 Unrealized +24.8%
WMB WILLIAMS COS INC 0.1%
Value ($000) $257 Shares 4,061 Est. Cost $57.67 Unrealized +0.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $254 Shares 3,000 Est. Cost $85.17 Unrealized +4.0%
EWJ ISHARES INC 0.1%
Value ($000) $252 Shares 3,137 Est. Cost $65.58 Unrealized
GUGGENHEIM ACTIVE ALLOC FD 0.1%
Value ($000) $248 Shares 15,908 Est. Cost $15.33 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $244 Shares 1,969 Est. Cost $115.43 Unrealized +3.8%
FLNG FLEX LNG LTD 0.1%
Value ($000) $243 Shares 9,657 Est. Cost $22.68 Unrealized +4.2%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $243 Shares 8,567 Est. Cost $26.70 Unrealized +1.0%
KR KROGER CO 0.1%
Value ($000) $239 Shares 3,551 Est. Cost $68.18 Unrealized +1.3%
AWR AMER STATES WTR CO 0.1%
Value ($000) $237 Shares 3,234 Est. Cost $76.07 Unrealized -3.1%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $234 Shares 469 Est. Cost $522.04 Unrealized +1.8%
IWF ISHARES TR 0.1%
Value ($000) $233 Shares 498 Est. Cost $303.17 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $232 Shares 828 Est. Cost $191.84 Unrealized +35.3%
KCE SPDR SERIES TRUST 0.1%
Value ($000) $229 Shares 1,497 Est. Cost $116.18 Unrealized
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $227 Shares 8,350 Est. Cost $24.30 Unrealized
MRCY MERCURY SYS INC 0.1%
Value ($000) $224 Shares 2,900 Est. Cost $62.18 Unrealized 0.0%
RBLX ROBLOX CORP 0.1%
Value ($000) $224 Shares 1,616 Est. Cost $124.28 Unrealized 0.0%
FLTR VANECK ETF TRUST 0.1%
Value ($000) $222 Shares 8,682 Est. Cost $25.19 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $222 Shares 1,491 Est. Cost $135.57 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $220 Shares 780 Est. Cost $254.17 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $218 Shares 1,668 Est. Cost $113.54 Unrealized +19.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $217 Shares 486 Est. Cost $522.87 Unrealized -8.2%
AIQ GLOBAL X FDS 0.1%
Value ($000) $217 Shares 4,391 Est. Cost $34.14 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $217 Shares 878 Est. Cost $318.82 Unrealized -18.3%
FLAHERTY & CRUMRINE DYNAMIC 0.1%
Value ($000) $216 Shares 10,000 Est. Cost $21.64 Unrealized
FNB F N B CORP 0.1%
Value ($000) $212 Shares 13,181 Est. Cost $11.03 Unrealized +42.5%
XHE SPDR SERIES TRUST 0.1%
Value ($000) $212 Shares 2,690 Est. Cost $84.33 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $209 Shares 3,250 Est. Cost $53.01 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $204 Shares 2,228 Est. Cost $89.10 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $203 Shares 1,936 Est. Cost $75.77 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $202 Shares 600 Est. Cost $339.07 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $195 Shares 2,700 Est. Cost $69.09 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $194 Shares 1,112 Est. Cost $145.01 Unrealized
SPEU SPDR INDEX SHS FDS 0.1%
Value ($000) $194 Shares 3,888 Est. Cost $43.96 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $194 Shares 1,630 Est. Cost $108.41 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $193 Shares 984 Est. Cost $123.31 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $188 Shares 3,290 Est. Cost $54.98 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $188 Shares 783 Est. Cost $187.26 Unrealized
LMP CAP & INCOME FD INC 0.1%
Value ($000) $186 Shares 11,999 Est. Cost $15.29 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $186 Shares 2,816 Est. Cost $63.20 Unrealized
FTXN FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $183 Shares 6,425 Est. Cost $28.30 Unrealized
IHI ISHARES TR 0.1%
Value ($000) $182 Shares 3,024 Est. Cost $53.97 Unrealized
KRE SPDR SERIES TRUST 0.1%
Value ($000) $180 Shares 2,848 Est. Cost $53.06 Unrealized
ILCV ISHARES TR 0.1%
Value ($000) $180 Shares 2,000 Est. Cost $70.62 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $179 Shares 635 Est. Cost $208.75 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $172 Shares 1,993 Est. Cost $86.30 Unrealized
PXE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $149 Shares 5,000 Est. Cost $30.90 Unrealized
XOP SPDR SERIES TRUST 0.0%
Value ($000) $133 Shares 1,006 Est. Cost $136.03 Unrealized
PBP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $133 Shares 6,000 Est. Cost $21.70 Unrealized
ARKF ARK ETF TR 0.0%
Value ($000) $114 Shares 2,000 Est. Cost $56.80 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $112 Shares 1,130 Est. Cost $82.21 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value ($000) $112 Shares 7,493 Est. Cost $16.18 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $110 Shares 1,134 Est. Cost $58.53 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $108 Shares 892 Est. Cost $119.39 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $108 Shares 1,300 Est. Cost $64.45 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $104 Shares 1,001 Est. Cost $67.82 Unrealized
IYK ISHARES TR 0.0%
Value ($000) $102 Shares 1,497 Est. Cost $107.23 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value ($000) $101 Shares 1,104 Est. Cost $91.39 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $100 Shares 1,150 Est. Cost $79.20 Unrealized
SDY SPDR SERIES TRUST 0.0%
Value ($000) $97 Shares 693 Est. Cost $128.76 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $96 Shares 11,691 Est. Cost $8.44 Unrealized
EIRL ISHARES TR 0.0%
Value ($000) $93 Shares 1,380 Est. Cost $61.21 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $91 Shares 1,190 Est. Cost $52.06 Unrealized
NEUBERGER BERMAN ENERGY INFR 0.0%
Value ($000) $87 Shares 10,000 Est. Cost $8.94 Unrealized
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $86 Shares 2,850 Est. Cost $29.78 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $79 Shares 1,630 Est. Cost $45.94 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $77 Shares 690 Est. Cost $79.93 Unrealized
IAT ISHARES TR 0.0%
Value ($000) $71 Shares 1,350 Est. Cost $41.84 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $70 Shares 1,421 Est. Cost $42.41 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $67 Shares 750 Est. Cost $83.84 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $67 Shares 3,200 Est. Cost $21.15 Unrealized
ARKW ARK ETF TR 0.0%
Value ($000) $52 Shares 300 Est. Cost $174.61 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $52 Shares 253 Est. Cost $188.16 Unrealized
RIGS ALPS ETF TR 0.0%
Value ($000) $49 Shares 2,112 Est. Cost $23.16 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $49 Shares 400 Est. Cost $101.99 Unrealized
PIE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $20.16 Unrealized
HEI/A HEICO CORP NEW 0.0%
Value ($000) $46 Shares 183 Est. Cost $195.36 Unrealized +27.9%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $45 Shares 750 Est. Cost $43.20 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 147 Est. Cost $275.34 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $43 Shares 220 Est. Cost $179.30 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $41.04 Unrealized
PGJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $42 Shares 1,250 Est. Cost $33.20 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $40 Shares 500 Est. Cost $60.64 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $38 Shares 608 Est. Cost $60.54 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $35 Shares 555 Est. Cost $65.34 Unrealized
VLUE ISHARES TR 0.0%
Value ($000) $34 Shares 275 Est. Cost $109.04 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $34 Shares 600 Est. Cost $52.64 Unrealized
ENFR ALPS ETF TR 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $32.41 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $30 Shares 591 Est. Cost $50.73 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $30 Shares 404 Est. Cost $66.25 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $17.03 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $24 Shares 250 Est. Cost $63.12 Unrealized
BRCC BRC INC 0.0%
Value ($000) $23 Shares 15,030 Est. Cost $3.44 Unrealized -53.5%
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $23 Shares 500 Est. Cost $42.18 Unrealized
SPGM SPDR INDEX SHS FDS 0.0%
Value ($000) $22 Shares 300 Est. Cost $55.34 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $22 Shares 198 Est. Cost $102.86 Unrealized
CWB SPDR SERIES TRUST 0.0%
Value ($000) $20 Shares 219 Est. Cost $72.15 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $20 Shares 402 Est. Cost $44.55 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $19 Shares 294 Est. Cost $62.02 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $18 Shares 400 Est. Cost $40.61 Unrealized
PSCE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $17 Shares 405 Est. Cost $52.05 Unrealized
SMLF ISHARES TR 0.0%
Value ($000) $16 Shares 216 Est. Cost $58.82 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value ($000) $16 Shares 485 Est. Cost $33.18 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $13 Shares 275 Est. Cost $47.77 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $13 Shares 50 Est. Cost $213.34 Unrealized
ISCV ISHARES TR 0.0%
Value ($000) $12 Shares 175 Est. Cost $59.21 Unrealized
ISCG ISHARES TR 0.0%
Value ($000) $11 Shares 201 Est. Cost $46.57 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $10 Shares 212 Est. Cost $37.40 Unrealized
ICF ISHARES TR 0.0%
Value ($000) $7 Shares 114 Est. Cost $58.73 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 28 Est. Cost $227.11 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $7 Shares 106 Est. Cost $60.75 Unrealized
NANR SPDR INDEX SHS FDS 0.0%
Value ($000) $6 Shares 93 Est. Cost $51.00 Unrealized
MOTI VANECK ETF TRUST 0.0%
Value ($000) $6 Shares 150 Est. Cost $31.14 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $5 Shares 15 Est. Cost $223.40 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 40 Est. Cost $72.03 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $2 Shares 18 Est. Cost $107.68 Unrealized
RSPE INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 54 Est. Cost $26.02 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1 Shares 75 Est. Cost $15.86 Unrealized
EBND SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.35 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $95.20 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 6 Est. Cost $47.67 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.33 Unrealized