Jaffetilchin Investment Partners, LLC Diversified Active

CIK: 0001404652 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $1,381,128 (100.0% shares, 0.0% debt)

Holdings (382)

AAPL APPLE INC COM 6.6%
Value ($000) $91,310 Shares 364,627 Est. Cost $120.72 Unrealized +94.2%
ITOT ISHARES CORE S&P TOTAL U S STOCK MARKET ETF 6.4%
Value ($000) $88,082 Shares 684,820 Est. Cost $85.48 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 4.8%
Value ($000) $65,924 Shares 227,474 Est. Cost $196.99 Unrealized
SCHX SCHWAB U S LARGE-CAP ETF 4.2%
Value ($000) $58,606 Shares 2,528,316 Est. Cost $36.30 Unrealized
NVDA NVIDIA CORPORATION COM 4.1%
Value ($000) $56,078 Shares 417,586 Est. Cost $92.55 Unrealized +48.9%
VV VANGUARD LARGE-CAP ETF 3.9%
Value ($000) $53,995 Shares 200,203 Est. Cost $165.65 Unrealized
TSLA TESLA INC COM 2.8%
Value ($000) $38,488 Shares 95,305 Est. Cost $236.46 Unrealized +36.1%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 2.7%
Value ($000) $37,148 Shares 520,063 Est. Cost $57.52 Unrealized
SCHB SCHWAB U S BROAD MARKET ETF 2.5%
Value ($000) $35,046 Shares 1,543,891 Est. Cost $35.75 Unrealized
MSFT MICROSOFT CORP COM 2.4%
Value ($000) $33,653 Shares 79,842 Est. Cost $248.83 Unrealized +69.7%
QQQ INVESCO QQQ TRUST SERIES I 2.4%
Value ($000) $33,250 Shares 65,039 Est. Cost $312.85 Unrealized
AMZN AMAZON COM INC COM 2.4%
Value ($000) $33,028 Shares 150,546 Est. Cost $141.34 Unrealized +44.7%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 2.0%
Value ($000) $28,036 Shares 786,434 Est. Cost $28.46 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 1.7%
Value ($000) $23,209 Shares 738,196 Est. Cost $32.83 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1.7%
Value ($000) $23,010 Shares 280,676 Est. Cost $82.80 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.5%
Value ($000) $20,706 Shares 109,383 Est. Cost $125.62 Unrealized +38.6%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.5%
Value ($000) $20,115 Shares 443,637 Est. Cost $46.24 Unrealized
META META PLATFORMS INC CL A 1.4%
Value ($000) $19,185 Shares 32,767 Est. Cost $265.53 Unrealized +120.2%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1.3%
Value ($000) $17,541 Shares 296,603 Est. Cost $47.37 Unrealized
AGZ ISHARES AGENCY BOND ETF 1.2%
Value ($000) $17,197 Shares 159,288 Est. Cost $108.03 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.1%
Value ($000) $15,371 Shares 267,177 Est. Cost $57.36 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 1.1%
Value ($000) $14,910 Shares 249,451 Est. Cost $59.52 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.0%
Value ($000) $13,299 Shares 486,798 Est. Cost $42.08 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.9%
Value ($000) $13,059 Shares 246,155 Est. Cost $40.80 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.9%
Value ($000) $12,789 Shares 39,697 Est. Cost $169.26 Unrealized
LLY ELI LILLY & CO COM 0.8%
Value ($000) $11,491 Shares 14,885 Est. Cost $267.19 Unrealized +207.3%
EPRF INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF 0.7%
Value ($000) $10,292 Shares 566,388 Est. Cost $19.35 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $10,290 Shares 42,926 Est. Cost $127.29 Unrealized +79.1%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $9,812 Shares 20,191 Est. Cost $320.75 Unrealized +64.4%
AIVL WISDOMTREE U S AI ENHANCED VALUE FUND 0.7%
Value ($000) $9,417 Shares 88,410 Est. Cost $76.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $8,798 Shares 19,409 Est. Cost $298.91 Unrealized +54.5%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $8,796 Shares 46,190 Est. Cost $122.98 Unrealized +42.8%
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $8,367 Shares 14,213 Est. Cost $346.75 Unrealized
GLD SPDR GOLD SHARES 0.6%
Value ($000) $8,212 Shares 33,917 Est. Cost $197.61 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $7,737 Shares 46,151 Est. Cost $118.26 Unrealized +40.1%
JVAL JPMORGAN U S VALUE FACTOR ETF US VALUE FACTOR FUND 0.5%
Value ($000) $7,161 Shares 165,762 Est. Cost $35.54 Unrealized
SHOP SHOPIFY INC CL A 0.5%
Value ($000) $6,601 Shares 62,080 Est. Cost $45.12 Unrealized +115.6%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.5%
Value ($000) $6,476 Shares 128,569 Est. Cost $50.35 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $6,417 Shares 20,304 Est. Cost $206.82 Unrealized +44.2%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $6,180 Shares 12,216 Est. Cost $385.30 Unrealized +43.5%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.4%
Value ($000) $6,163 Shares 79,996 Est. Cost $66.03 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $5,689 Shares 86,011 Est. Cost $63.67 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $5,664 Shares 10,757 Est. Cost $366.06 Unrealized +40.6%
BX BLACKSTONE INC COM 0.4%
Value ($000) $5,478 Shares 31,773 Est. Cost $74.65 Unrealized +126.1%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.4%
Value ($000) $5,430 Shares 85,577 Est. Cost $40.33 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $5,293 Shares 13,608 Est. Cost $258.55 Unrealized +53.7%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $5,151 Shares 35,615 Est. Cost $137.71 Unrealized +8.6%
AVGO BROADCOM INC COM 0.3%
Value ($000) $4,661 Shares 20,106 Est. Cost $149.79 Unrealized +22.1%
IYW ISHARES U S TECHNOLOGY ETF 0.3%
Value ($000) $4,579 Shares 28,703 Est. Cost $103.65 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $4,453 Shares 62,113 Est. Cost $67.08 Unrealized +11.8%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $4,431 Shares 24,353 Est. Cost $136.82 Unrealized +38.1%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.3%
Value ($000) $4,399 Shares 108,681 Est. Cost $36.74 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,275 Shares 14,748 Est. Cost $204.66 Unrealized +41.8%
BA BOEING CO COM 0.3%
Value ($000) $4,257 Shares 24,052 Est. Cost $193.83 Unrealized -19.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,122 Shares 17,726 Est. Cost $133.73 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $4,080 Shares 7,816 Est. Cost $309.78 Unrealized +68.1%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.3%
Value ($000) $3,951 Shares 33,171 Est. Cost $76.43 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $3,859 Shares 4,211 Est. Cost $590.49 Unrealized +56.2%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $3,833 Shares 34,427 Est. Cost $100.41 Unrealized +3.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $3,713 Shares 16,892 Est. Cost $126.78 Unrealized +70.6%
HEDGED EQUITY ETF 0.3%
Value ($000) $3,680 Shares 140,433 Est. Cost $21.70 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $3,675 Shares 10,132 Est. Cost $235.44 Unrealized +62.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $3,670 Shares 58,893 Est. Cost $98.59 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.3%
Value ($000) $3,574 Shares 16,587 Est. Cost $293.01 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $3,508 Shares 5,985 Est. Cost $413.94 Unrealized
MMSC FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF 0.3%
Value ($000) $3,498 Shares 168,691 Est. Cost $15.66 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $3,285 Shares 21,383 Est. Cost $146.93 Unrealized +8.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $3,178 Shares 18,136 Est. Cost $144.92 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $3,176 Shares 80,641 Est. Cost $40.46 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $3,174 Shares 14,364 Est. Cost $218.25 Unrealized
TBIL US TREASURY 3 MONTH BILL ETF 0.2%
Value ($000) $3,172 Shares 63,610 Est. Cost $49.92 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $3,142 Shares 34,780 Est. Cost $54.01 Unrealized +58.9%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $3,132 Shares 65,042 Est. Cost $44.59 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $3,125 Shares 71,110 Est. Cost $28.58 Unrealized +49.8%
AXON AXON ENTERPRISE INC COM 0.2%
Value ($000) $3,107 Shares 5,227 Est. Cost $131.99 Unrealized +312.1%
LNC LINCOLN NATL CORP IND COM 0.2%
Value ($000) $3,038 Shares 95,807 Est. Cost $31.25 Unrealized 0.0%
UNP UNION PAC CORP COM 0.2%
Value ($000) $2,965 Shares 13,002 Est. Cost $196.98 Unrealized +16.9%
MRK MERCK & CO INC COM 0.2%
Value ($000) $2,924 Shares 29,390 Est. Cost $72.79 Unrealized +35.6%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $2,888 Shares 5,360 Est. Cost $375.44 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $2,856 Shares 24,784 Est. Cost $101.84 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $2,757 Shares 15,480 Est. Cost $120.83 Unrealized
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $2,729 Shares 35,987 Est. Cost $77.42 Unrealized -0.8%
PFE PFIZER INC COM 0.2%
Value ($000) $2,673 Shares 100,764 Est. Cost $27.24 Unrealized -7.8%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $2,646 Shares 34,980 Est. Cost $26.57 Unrealized +119.2%
KO COCA COLA CO COM 0.2%
Value ($000) $2,617 Shares 42,029 Est. Cost $46.58 Unrealized +35.4%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value ($000) $2,604 Shares 57,978 Est. Cost $45.50 Unrealized
GNRC GENERAC HLDGS INC COM 0.2%
Value ($000) $2,597 Shares 16,749 Est. Cost $170.08 Unrealized +1.6%
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $2,589 Shares 32,804 Est. Cost $79.17 Unrealized +0.1%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.2%
Value ($000) $2,534 Shares 47,934 Est. Cost $48.05 Unrealized +0.0%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $2,388 Shares 40,346 Est. Cost $48.12 Unrealized +15.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,357 Shares 27,519 Est. Cost $57.28 Unrealized
ABNB AIRBNB INC COM CL A 0.2%
Value ($000) $2,322 Shares 17,667 Est. Cost $146.47 Unrealized -8.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value ($000) $2,289 Shares 26,062 Est. Cost $67.49 Unrealized
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $2,276 Shares 13,648 Est. Cost $95.27 Unrealized +85.9%
SPG SIMON PPTY GROUP INC NEW COM 0.2%
Value ($000) $2,223 Shares 12,907 Est. Cost $81.82 Unrealized +102.4%
RTX RTX CORPORATION COM 0.2%
Value ($000) $2,218 Shares 19,164 Est. Cost $86.79 Unrealized +36.3%
POWA INVESCO BLOOMBERG PRICING POWER ETF 0.2%
Value ($000) $2,208 Shares 27,169 Est. Cost $62.21 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $2,182 Shares 20,255 Est. Cost $79.19 Unrealized +37.4%
DSEP FT VEST U S EQUITY DEEP BUFFER ETF - SEPTEMBER 0.2%
Value ($000) $2,180 Shares 53,770 Est. Cost $40.05 Unrealized
MHK MOHAWK INDS INC COM 0.2%
Value ($000) $2,106 Shares 17,675 Est. Cost $139.79 Unrealized 0.0%
T AT&T INC COM 0.1%
Value ($000) $2,023 Shares 88,850 Est. Cost $15.68 Unrealized +37.2%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,961 Shares 89,599 Est. Cost $17.75 Unrealized +9.2%
FDX FEDEX CORP COM 0.1%
Value ($000) $1,937 Shares 6,884 Est. Cost $240.00 Unrealized +13.2%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $1,917 Shares 65,755 Est. Cost $32.95 Unrealized -0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $1,917 Shares 27,388 Est. Cost $58.11 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $1,874 Shares 12,325 Est. Cost $128.65 Unrealized +21.7%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $1,844 Shares 32,488 Est. Cost $56.65 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,841 Shares 15,297 Est. Cost $73.81 Unrealized +63.4%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,803 Shares 45,078 Est. Cost $38.45 Unrealized +2.5%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,777 Shares 10,499 Est. Cost $148.59 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $1,776 Shares 23,993 Est. Cost $63.17 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $1,775 Shares 15,811 Est. Cost $93.66 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $1,733 Shares 5,047 Est. Cost $243.60 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.1%
Value ($000) $1,728 Shares 26,578 Est. Cost $60.06 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $1,685 Shares 9,481 Est. Cost $124.15 Unrealized +42.9%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,671 Shares 1,875 Est. Cost $49.06 Unrealized +67.8%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $1,671 Shares 4,998 Est. Cost $236.11 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $1,637 Shares 31,350 Est. Cost $44.73 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $1,634 Shares 11,346 Est. Cost $95.59 Unrealized +71.9%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,634 Shares 2,854 Est. Cost $312.97 Unrealized +74.1%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $1,614 Shares 4,908 Est. Cost $158.10 Unrealized +97.3%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,602 Shares 11,058 Est. Cost $126.35 Unrealized +15.2%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $1,580 Shares 22,501 Est. Cost $35.29 Unrealized +88.9%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $1,554 Shares 30,549 Est. Cost $50.43 Unrealized
IQV IQVIA HLDGS INC COM 0.1%
Value ($000) $1,493 Shares 7,598 Est. Cost $210.89 Unrealized 0.0%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,467 Shares 4,389 Est. Cost $251.84 Unrealized +25.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $1,466 Shares 4,284 Est. Cost $163.13 Unrealized +103.8%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $1,463 Shares 6,951 Est. Cost $115.91 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,403 Shares 7,273 Est. Cost $187.28 Unrealized +1.1%
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $1,392 Shares 74,458 Est. Cost $18.33 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $1,379 Shares 25,812 Est. Cost $48.42 Unrealized +12.6%
HAS HASBRO INC COM 0.1%
Value ($000) $1,359 Shares 24,309 Est. Cost $62.34 Unrealized 0.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $1,354 Shares 31,777 Est. Cost $44.83 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,344 Shares 6,865 Est. Cost $154.51 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $1,343 Shares 32,173 Est. Cost $40.97 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,330 Shares 6,969 Est. Cost $143.03 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,329 Shares 12,352 Est. Cost $77.55 Unrealized +44.9%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,303 Shares 6,459 Est. Cost $115.44 Unrealized +82.9%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,297 Shares 14,565 Est. Cost $84.80 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value ($000) $1,269 Shares 39,281 Est. Cost $24.56 Unrealized +11.9%
CNH CNH INDL N V SHS 0.1%
Value ($000) $1,241 Shares 109,554 Est. Cost $11.17 Unrealized 0.0%
IHI ISHARES U S MEDICAL DEVICES ETF 0.1%
Value ($000) $1,236 Shares 21,179 Est. Cost $60.77 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $1,231 Shares 12,272 Est. Cost $100.49 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $1,231 Shares 7,451 Est. Cost $61.02 Unrealized +155.6%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $1,222 Shares 20,483 Est. Cost $58.73 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,217 Shares 3,031 Est. Cost $248.80 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.1%
Value ($000) $1,206 Shares 78,320 Est. Cost $8.53 Unrealized +52.3%
DE DEERE & CO COM 0.1%
Value ($000) $1,189 Shares 2,806 Est. Cost $321.84 Unrealized +28.6%
AGG ISHARES CORE U S AGGREGATE BOND ETF 0.1%
Value ($000) $1,180 Shares 12,181 Est. Cost $105.80 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $1,173 Shares 66,251 Est. Cost $18.67 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $1,161 Shares 23,809 Est. Cost $41.32 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $1,144 Shares 19,661 Est. Cost $58.18 Unrealized
BLK BLACKROCK INC COM 0.1%
Value ($000) $1,106 Shares 1,079 Est. Cost $840.24 Unrealized +17.9%
WCC WESCO INTL INC COM 0.1%
Value ($000) $1,094 Shares 6,045 Est. Cost $187.01 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $1,090 Shares 34,747 Est. Cost $28.66 Unrealized
PBUS INVESCO MSCI USA ETF 0.1%
Value ($000) $1,079 Shares 18,315 Est. Cost $38.04 Unrealized
AMPLIFY ALTERNATIVE HARVEST ETF 0.1%
Value ($000) $1,060 Shares 473,083 Est. Cost $2.24 Unrealized
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $1,046 Shares 108,942 Est. Cost $11.97 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,041 Shares 2,536 Est. Cost $314.80 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $1,032 Shares 3,960 Est. Cost $263.58 Unrealized +8.5%
KR KROGER CO COM 0.1%
Value ($000) $1,027 Shares 16,792 Est. Cost $41.12 Unrealized +39.4%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $1,014 Shares 37,009 Est. Cost $20.27 Unrealized +22.7%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,002 Shares 17,764 Est. Cost $48.49 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $996 Shares 4,408 Est. Cost $178.19 Unrealized +14.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $995 Shares 7,802 Est. Cost $92.75 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $983 Shares 14,261 Est. Cost $48.91 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $967 Shares 10,896 Est. Cost $68.92 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $966 Shares 18,466 Est. Cost $37.87 Unrealized +28.9%
SO SOUTHERN CO COM 0.1%
Value ($000) $964 Shares 11,710 Est. Cost $54.21 Unrealized +55.9%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $957 Shares 7,922 Est. Cost $111.07 Unrealized +29.5%
WSC WILLSCOT HLDGS CORP COM CL A 0.1%
Value ($000) $918 Shares 27,446 Est. Cost $36.74 Unrealized 0.0%
ICSH ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 0.1%
Value ($000) $911 Shares 18,064 Est. Cost $50.05 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.1%
Value ($000) $910 Shares 18,075 Est. Cost $50.27 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.1%
Value ($000) $906 Shares 18,054 Est. Cost $52.29 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $885 Shares 2,079 Est. Cost $332.93 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $860 Shares 13,162 Est. Cost $58.26 Unrealized
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $856 Shares 6,799 Est. Cost $46.70 Unrealized +218.0%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.1%
Value ($000) $842 Shares 29,371 Est. Cost $31.04 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $842 Shares 20,972 Est. Cost $43.49 Unrealized -1.3%
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 0.1%
Value ($000) $824 Shares 33,626 Est. Cost $18.11 Unrealized
IDU ISHARES U S UTILITIES ETF 0.1%
Value ($000) $818 Shares 8,499 Est. Cost $80.83 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $815 Shares 9,546 Est. Cost $68.85 Unrealized +21.8%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $813 Shares 8,910 Est. Cost $81.12 Unrealized +15.8%
ADBE ADOBE INC COM 0.1%
Value ($000) $811 Shares 1,824 Est. Cost $517.60 Unrealized -4.3%
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.1%
Value ($000) $796 Shares 30,280 Est. Cost $21.33 Unrealized
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $780 Shares 1,226 Est. Cost $414.91 Unrealized +57.9%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $779 Shares 29,603 Est. Cost $23.79 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $768 Shares 1,090 Est. Cost $366.51 Unrealized +119.6%
SMAY FT VEST U S SMALL CAP MODERATE BUFFER ETF - MAY 0.1%
Value ($000) $745 Shares 30,064 Est. Cost $22.13 Unrealized
JBL JABIL INC COM 0.1%
Value ($000) $740 Shares 5,146 Est. Cost $115.90 Unrealized +12.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $724 Shares 10,307 Est. Cost $68.23 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $716 Shares 6,923 Est. Cost $43.68 Unrealized +143.7%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $711 Shares 6,150 Est. Cost $115.75 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $704 Shares 12,439 Est. Cost $52.67 Unrealized -0.2%
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $700 Shares 6,573 Est. Cost $120.14 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.1%
Value ($000) $700 Shares 29,458 Est. Cost $22.19 Unrealized
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 0.1%
Value ($000) $699 Shares 43,295 Est. Cost $15.83 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $682 Shares 2,937 Est. Cost $169.29 Unrealized +29.8%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $677 Shares 23,174 Est. Cost $22.79 Unrealized +29.4%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $670 Shares 5,403 Est. Cost $91.62 Unrealized +29.9%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $650 Shares 30,462 Est. Cost $19.46 Unrealized +5.1%
CPAI COUNTERPOINT QUANTITATIVE EQUITY ETF 0.0%
Value ($000) $643 Shares 18,729 Est. Cost $34.34 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $637 Shares 13,783 Est. Cost $46.27 Unrealized
XDEC FT CBOE VEST U S EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $634 Shares 16,992 Est. Cost $28.25 Unrealized
CLOUGH SELECT EQUITY ETF 0.0%
Value ($000) $630 Shares 19,034 Est. Cost $30.41 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $628 Shares 8,293 Est. Cost $63.45 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $626 Shares 2,535 Est. Cost $203.21 Unrealized +28.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $616 Shares 3,783 Est. Cost $160.62 Unrealized +9.8%
MMM 3M CO COM 0.0%
Value ($000) $612 Shares 4,740 Est. Cost $107.17 Unrealized +19.8%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $607 Shares 1,823 Est. Cost $161.86 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $605 Shares 9,662 Est. Cost $62.76 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $598 Shares 7,059 Est. Cost $129.60 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $595 Shares 15,992 Est. Cost $20.02 Unrealized +98.2%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $572 Shares 4,361 Est. Cost $111.66 Unrealized +16.5%
SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 0.0%
Value ($000) $569 Shares 19,528 Est. Cost $24.22 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $557 Shares 19,882 Est. Cost $21.89 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $556 Shares 3,353 Est. Cost $125.96 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $542 Shares 10,553 Est. Cost $26.99 Unrealized
IYK ISHARES U S CONSUMER STAPLES ETF 0.0%
Value ($000) $536 Shares 8,178 Est. Cost $102.28 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $530 Shares 4,040 Est. Cost $92.97 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $516 Shares 3,753 Est. Cost $122.23 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $516 Shares 2,786 Est. Cost $149.42 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $514 Shares 13,805 Est. Cost $37.62 Unrealized +18.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $512 Shares 824 Est. Cost $497.77 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $505 Shares 5,021 Est. Cost $96.16 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $503 Shares 5,693 Est. Cost $72.56 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $500 Shares 794 Est. Cost $775.08 Unrealized -13.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $498 Shares 1,804 Est. Cost $206.39 Unrealized +36.3%
FRI FIRST TRUST S&P REIT INDEX FUND 0.0%
Value ($000) $494 Shares 18,038 Est. Cost $26.12 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $489 Shares 4,090 Est. Cost $120.87 Unrealized
QDVO AMPLIFY CWP GROWTH & INCOME ETF 0.0%
Value ($000) $488 Shares 18,222 Est. Cost $26.80 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $488 Shares 10,198 Est. Cost $41.12 Unrealized +13.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $481 Shares 3,648 Est. Cost $93.29 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $480 Shares 10,901 Est. Cost $45.21 Unrealized
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 0.0%
Value ($000) $477 Shares 9,410 Est. Cost $46.67 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $477 Shares 5,170 Est. Cost $68.26 Unrealized +36.4%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $476 Shares 6,342 Est. Cost $77.97 Unrealized -0.8%
TRFK PACER DATA AND DIGITAL REVOLUTION ETF 0.0%
Value ($000) $473 Shares 9,367 Est. Cost $50.52 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $472 Shares 907 Est. Cost $429.42 Unrealized +27.5%
MARM FT VEST U S EQUITY MAX BUFFER ETF - MARCH 0.0%
Value ($000) $470 Shares 15,215 Est. Cost $29.75 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $468 Shares 5,956 Est. Cost $72.39 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $467 Shares 2,877 Est. Cost $151.55 Unrealized +3.8%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $465 Shares 6,220 Est. Cost $78.27 Unrealized
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $464 Shares 4,110 Est. Cost $41.60 Unrealized +220.5%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $463 Shares 3,829 Est. Cost $58.99 Unrealized +99.6%
BAR GRANITESHARES GOLD SHARES 0.0%
Value ($000) $460 Shares 17,783 Est. Cost $21.92 Unrealized
AX AXOS FINANCIAL INC COM 0.0%
Value ($000) $456 Shares 6,523 Est. Cost $38.64 Unrealized +88.9%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $448 Shares 9,394 Est. Cost $47.74 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $443 Shares 7,350 Est. Cost $71.54 Unrealized -0.2%
SNOV FT VEST U S SMALL CAP MODERATE BUFFER ETF - NOVEMBER 0.0%
Value ($000) $439 Shares 19,023 Est. Cost $23.08 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value ($000) $437 Shares 14,327 Est. Cost $22.10 Unrealized
INTRA-CELLULAR THERAPIES INC COM 0.0%
Value ($000) $434 Shares 5,196 Est. Cost $34.77 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $431 Shares 1,831 Est. Cost $196.56 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $428 Shares 9,863 Est. Cost $42.17 Unrealized +0.3%
SAGP Strategas Global Policy Opportunities ETF 0.0%
Value ($000) $428 Shares 15,017 Est. Cost $25.09 Unrealized
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $426 Shares 26,283 Est. Cost $4.56 Unrealized +153.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $418 Shares 6,991 Est. Cost $50.61 Unrealized +25.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $413 Shares 3,277 Est. Cost $149.42 Unrealized -18.1%
FAST FASTENAL CO COM 0.0%
Value ($000) $408 Shares 5,674 Est. Cost $32.92 Unrealized +15.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $407 Shares 20,801 Est. Cost $11.87 Unrealized
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $405 Shares 2,605 Est. Cost $103.18 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $397 Shares 4,299 Est. Cost $96.89 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $393 Shares 2,845 Est. Cost $76.63 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $392 Shares 5,178 Est. Cost $76.32 Unrealized +0.2%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $385 Shares 1,298 Est. Cost $212.07 Unrealized +33.7%
ROCKET LAB USA INC COM 0.0%
Value ($000) $384 Shares 15,059 Est. Cost $14.67 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $383 Shares 10,051 Est. Cost $29.44 Unrealized +49.6%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $383 Shares 7,438 Est. Cost $41.74 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $381 Shares 43,838 Est. Cost $7.40 Unrealized +5.3%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $379 Shares 10,220 Est. Cost $36.93 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $377 Shares 17,377 Est. Cost $16.54 Unrealized +6.2%
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $377 Shares 2,954 Est. Cost $100.30 Unrealized
BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF 0.0%
Value ($000) $371 Shares 16,548 Est. Cost $18.75 Unrealized
SATIXFY COMMUNICATIONS LTD ORD SHS 0.0%
Value ($000) $371 Shares 242,500 Est. Cost $1.43 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $370 Shares 14,033 Est. Cost $20.50 Unrealized +25.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $367 Shares 4,070 Est. Cost $91.17 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $361 Shares 3,896 Est. Cost $65.91 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $360 Shares 15,309 Est. Cost $22.35 Unrealized +5.3%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $358 Shares 1,618 Est. Cost $201.90 Unrealized +14.6%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $357 Shares 5,078 Est. Cost $61.87 Unrealized +5.7%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $357 Shares 13,805 Est. Cost $45.83 Unrealized
MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $355 Shares 11,673 Est. Cost $27.49 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $353 Shares 2,611 Est. Cost $180.11 Unrealized -24.1%
FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF 0.0%
Value ($000) $353 Shares 3,395 Est. Cost $55.76 Unrealized
IYF ISHARES U S FINANCIALS ETF 0.0%
Value ($000) $345 Shares 3,118 Est. Cost $70.46 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $341 Shares 17,177 Est. Cost $9.31 Unrealized +3.4%
HUMA HUMACYTE INC COM 0.0%
Value ($000) $339 Shares 67,200 Est. Cost $4.95 Unrealized 0.0%
PFFD GLOBAL X U S PREFERRED ETF 0.0%
Value ($000) $339 Shares 17,383 Est. Cost $19.39 Unrealized
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $332 Shares 6,340 Est. Cost $29.93 Unrealized +47.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $329 Shares 6,798 Est. Cost $34.20 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $328 Shares 2,446 Est. Cost $117.96 Unrealized +12.1%
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $328 Shares 7,633 Est. Cost $40.46 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $326 Shares 1,113 Est. Cost $160.35 Unrealized +79.5%
MBB ISHARES MBS ETF 0.0%
Value ($000) $325 Shares 3,550 Est. Cost $93.56 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $325 Shares 6,039 Est. Cost $58.65 Unrealized -7.9%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $324 Shares 65 Est. Cost $3656.99 Unrealized +30.3%
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $323 Shares 4,331 Est. Cost $68.28 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $322 Shares 9,354 Est. Cost $23.12 Unrealized +34.3%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $316 Shares 7,449 Est. Cost $30.40 Unrealized +29.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $316 Shares 634 Est. Cost $324.60 Unrealized +55.0%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $315 Shares 3,711 Est. Cost $53.83 Unrealized +33.3%
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $313 Shares 10,788 Est. Cost $27.92 Unrealized +6.5%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $309 Shares 8,241 Est. Cost $39.89 Unrealized +0.3%
ORCL ORACLE CORP COM 0.0%
Value ($000) $307 Shares 1,843 Est. Cost $117.49 Unrealized +49.7%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $307 Shares 1,452 Est. Cost $194.26 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $306 Shares 1,631 Est. Cost $154.14 Unrealized +25.3%
SKWD SKYWARD SPECIALTY INS GROUP IN COM 0.0%
Value ($000) $304 Shares 6,024 Est. Cost $38.74 Unrealized +25.4%
BLACKSTONE SENI FLTN RAT 2027 COM 0.0%
Value ($000) $304 Shares 21,197 Est. Cost $14.20 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $304 Shares 6,086 Est. Cost $50.65 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $302 Shares 1,145 Est. Cost $217.62 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $299 Shares 6,035 Est. Cost $35.40 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $298 Shares 813 Est. Cost $257.17 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $291 Shares 4,828 Est. Cost $61.96 Unrealized -2.7%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $291 Shares 5,600 Est. Cost $50.61 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $289 Shares 1,707 Est. Cost $183.90 Unrealized -6.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $288 Shares 3,051 Est. Cost $68.31 Unrealized +30.2%
FISV FISERV INC COM 0.0%
Value ($000) $286 Shares 1,394 Est. Cost $146.50 Unrealized +39.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $286 Shares 2,722 Est. Cost $56.45 Unrealized +99.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $286 Shares 3,271 Est. Cost $107.70 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $285 Shares 5,770 Est. Cost $38.50 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $285 Shares 2,943 Est. Cost $94.22 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $284 Shares 5,621 Est. Cost $40.71 Unrealized +20.1%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $283 Shares 40,689 Est. Cost $6.95 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $282 Shares 5,183 Est. Cost $49.19 Unrealized +10.9%
LNG LNG - Cheniere Energy Inc Com 0.0%
Value ($000) $277 Shares 1,288 Est. Cost $188.26 Unrealized +7.8%
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $273 Shares 2,931 Est. Cost $32.93 Unrealized +29.9%
PSCI INVESCO S&P SMALLCAP INDUSTRIALS ETF 0.0%
Value ($000) $272 Shares 2,025 Est. Cost $134.40 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $272 Shares 579 Est. Cost $450.15 Unrealized +9.5%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $268 Shares 2,764 Est. Cost $81.66 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $266 Shares 2,514 Est. Cost $102.88 Unrealized
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $265 Shares 4,312 Est. Cost $55.70 Unrealized -0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $264 Shares 5,527 Est. Cost $52.81 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $261 Shares 1,150 Est. Cost $183.73 Unrealized +22.6%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $258 Shares 2,177 Est. Cost $89.11 Unrealized +31.0%
PIMCO ACCESS INCOME FUND SHS BENFIN INT 0.0%
Value ($000) $255 Shares 16,750 Est. Cost $15.25 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $254 Shares 404 Est. Cost $627.99 Unrealized +1.1%
FINX GLOBAL X FINTECH ETF 0.0%
Value ($000) $253 Shares 8,116 Est. Cost $25.57 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $250 Shares 1,528 Est. Cost $137.09 Unrealized
ACWX ISHARES MSCI ACWI EX U S ETF 0.0%
Value ($000) $249 Shares 4,775 Est. Cost $49.21 Unrealized
EDU NEW ORIENTAL ED & TECHNOLOGY G SPON ADR 0.0%
Value ($000) $247 Shares 3,847 Est. Cost $58.72 Unrealized
UTES VIRTUS REAVES UTILITIES ETF 0.0%
Value ($000) $246 Shares 3,857 Est. Cost $63.92 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $246 Shares 5,046 Est. Cost $48.71 Unrealized
EE EXCELERATE ENERGY - EE 0.0%
Value ($000) $245 Shares 8,113 Est. Cost $20.08 Unrealized +33.3%
XYZ BLOCK INC CL A 0.0%
Value ($000) $245 Shares 2,884 Est. Cost $56.54 Unrealized +45.1%
BOAT SONICSHARES GLOBAL SHIPPING ETF 0.0%
Value ($000) $240 Shares 8,585 Est. Cost $30.26 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $240 Shares 1,815 Est. Cost $141.90 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $239 Shares 3,949 Est. Cost $46.42 Unrealized +25.7%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $239 Shares 22,474 Est. Cost $11.88 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $237 Shares 2,795 Est. Cost $104.80 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $236 Shares 1,057 Est. Cost $205.17 Unrealized +20.8%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $235 Shares 970 Est. Cost $260.70 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $234 Shares 778 Est. Cost $257.66 Unrealized +12.8%
GLDI UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033 0.0%
Value ($000) $233 Shares 1,521 Est. Cost $155.52 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $231 Shares 961 Est. Cost $217.96 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $230 Shares 1,024 Est. Cost $183.96 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $227 Shares 4,495 Est. Cost $58.36 Unrealized -11.3%
CSX CSX CORP COM 0.0%
Value ($000) $225 Shares 6,984 Est. Cost $33.21 Unrealized +1.4%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $224 Shares 1,270 Est. Cost $201.12 Unrealized -1.0%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $220 Shares 5,239 Est. Cost $39.57 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $220 Shares 662 Est. Cost $222.84 Unrealized +55.8%
ABT ABBOTT LABS COM 0.0%
Value ($000) $218 Shares 1,931 Est. Cost $100.07 Unrealized +13.3%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $218 Shares 4,613 Est. Cost $48.11 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $214 Shares 1,695 Est. Cost $150.38 Unrealized -1.1%
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN 0.0%
Value ($000) $213 Shares 11,955 Est. Cost $69.79 Unrealized -71.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $212 Shares 200 Est. Cost $164.40 Unrealized +23.2%
FRSH FRESHWORKS INC CLASS A COM 0.0%
Value ($000) $208 Shares 12,890 Est. Cost $14.21 Unrealized 0.0%
CCJ CAMECO CORP COM 0.0%
Value ($000) $208 Shares 4,041 Est. Cost $43.42 Unrealized +25.1%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $205 Shares 5,208 Est. Cost $49.46 Unrealized -4.5%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $204 Shares 11,146 Est. Cost $18.61 Unrealized
TPG TPG INC COM CL A 0.0%
Value ($000) $203 Shares 3,237 Est. Cost $49.25 Unrealized +33.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $203 Shares 439 Est. Cost $410.72 Unrealized +14.1%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $202 Shares 6,179 Est. Cost $42.37 Unrealized -14.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $202 Shares 1,438 Est. Cost $121.91 Unrealized +12.6%
ADVENT CONVERTIBLE AND INCOME FUND 0.0%
Value ($000) $192 Shares 16,342 Est. Cost $11.91 Unrealized
PATH UIPATH INC CL A 0.0%
Value ($000) $184 Shares 14,484 Est. Cost $12.91 Unrealized +2.4%
ROYCE SMALL CAP TRUST INC COM 0.0%
Value ($000) $161 Shares 10,209 Est. Cost $15.71 Unrealized
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $150 Shares 15,418 Est. Cost $9.45 Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $147 Shares 21,754 Est. Cost $6.72 Unrealized 0.0%
CRNC CERENCE INC COM 0.0%
Value ($000) $108 Shares 13,730 Est. Cost $5.02 Unrealized 0.0%
PROSPECT CAP CORP 0.0%
Value ($000) $105 Shares 106,000 Est. Cost $0.99 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $103 Shares 10,435 Est. Cost $10.42 Unrealized -5.3%
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $25 Shares 10,000 Est. Cost $2.45 Unrealized