Jaffetilchin Investment Partners, LLC Diversified Active

CIK: 0001404652 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $1,528,743 (100.0% shares, 0.0% debt)

Holdings (427)

ITOT ISHARES CORE S&P TOTAL U S STOCK MARKET ETF 6.3%
Value ($000) $96,986 Shares 718,201 Est. Cost $87.95 Unrealized
AAPL APPLE INC COM 4.8%
Value ($000) $74,073 Shares 361,032 Est. Cost $120.72 Unrealized +66.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 4.6%
Value ($000) $70,825 Shares 233,030 Est. Cost $199.84 Unrealized
NVDA NVIDIA CORPORATION COM 4.3%
Value ($000) $65,585 Shares 415,123 Est. Cost $92.55 Unrealized +36.0%
SCHX SCHWAB U S LARGE-CAP ETF 4.1%
Value ($000) $62,524 Shares 2,558,273 Est. Cost $36.30 Unrealized
VV VANGUARD LARGE-CAP ETF 3.8%
Value ($000) $57,671 Shares 202,141 Est. Cost $165.65 Unrealized
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $40,645 Shares 81,713 Est. Cost $252.16 Unrealized +71.5%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 2.6%
Value ($000) $39,101 Shares 522,108 Est. Cost $57.72 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 2.6%
Value ($000) $39,086 Shares 70,854 Est. Cost $330.46 Unrealized
SCHB SCHWAB U S BROAD MARKET ETF 2.4%
Value ($000) $36,688 Shares 1,539,575 Est. Cost $35.56 Unrealized
AMZN AMAZON COM INC COM 2.2%
Value ($000) $33,263 Shares 151,617 Est. Cost $143.98 Unrealized +37.4%
TSLA TESLA INC COM 2.0%
Value ($000) $30,034 Shares 94,549 Est. Cost $236.46 Unrealized +27.4%
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 1.9%
Value ($000) $29,389 Shares 728,608 Est. Cost $37.97 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 1.8%
Value ($000) $26,912 Shares 531,336 Est. Cost $50.66 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 1.7%
Value ($000) $25,239 Shares 304,595 Est. Cost $82.79 Unrealized
META META PLATFORMS INC CL A 1.6%
Value ($000) $25,062 Shares 33,955 Est. Cost $278.28 Unrealized +121.6%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 1.6%
Value ($000) $23,763 Shares 633,498 Est. Cost $28.46 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 1.4%
Value ($000) $21,306 Shares 362,471 Est. Cost $58.66 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 1.4%
Value ($000) $21,206 Shares 691,210 Est. Cost $32.83 Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 1.3%
Value ($000) $19,213 Shares 823,523 Est. Cost $23.19 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $19,089 Shares 108,321 Est. Cost $125.62 Unrealized +30.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 1.2%
Value ($000) $18,845 Shares 406,673 Est. Cost $46.24 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.1%
Value ($000) $16,147 Shares 609,311 Est. Cost $39.01 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 1.0%
Value ($000) $14,725 Shares 245,957 Est. Cost $59.53 Unrealized
JPM JPMORGAN CHASE & CO COM 0.9%
Value ($000) $13,604 Shares 46,924 Est. Cost $137.93 Unrealized +83.2%
IWB ISHARES RUSSELL 1000 ETF 0.9%
Value ($000) $13,545 Shares 39,887 Est. Cost $169.26 Unrealized
LLY ELI LILLY & CO COM 0.9%
Value ($000) $13,513 Shares 17,335 Est. Cost $335.76 Unrealized +130.3%
MLPA GLOBAL X MLP ETF 0.7%
Value ($000) $11,153 Shares 222,177 Est. Cost $52.85 Unrealized
AIVL WISDOMTREE U S AI ENHANCED VALUE FUND 0.7%
Value ($000) $10,070 Shares 89,066 Est. Cost $76.85 Unrealized
GLD SPDR GOLD SHARES 0.6%
Value ($000) $9,479 Shares 31,097 Est. Cost $197.61 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $9,460 Shares 20,425 Est. Cost $322.21 Unrealized +42.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $9,405 Shares 19,361 Est. Cost $298.91 Unrealized +69.9%
IBIT ISHARES BITCOIN TRUST ETF 0.6%
Value ($000) $9,318 Shares 152,227 Est. Cost $41.02 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $8,848 Shares 14,251 Est. Cost $346.75 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $8,211 Shares 46,287 Est. Cost $124.25 Unrealized +32.7%
V VISA INC COM CL A 0.5%
Value ($000) $7,454 Shares 20,996 Est. Cost $210.42 Unrealized +64.9%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.5%
Value ($000) $7,037 Shares 61,003 Est. Cost $45.12 Unrealized +121.7%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $6,855 Shares 12,069 Est. Cost $452.41 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.4%
Value ($000) $6,589 Shares 130,010 Est. Cost $50.35 Unrealized
AVGO BROADCOM INC COM 0.4%
Value ($000) $6,551 Shares 23,767 Est. Cost $159.56 Unrealized +35.3%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $6,260 Shares 39,290 Est. Cost $119.72 Unrealized +34.3%
MMSC FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF 0.4%
Value ($000) $6,116 Shares 296,289 Est. Cost $17.44 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $6,036 Shares 10,741 Est. Cost $366.06 Unrealized +50.6%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.4%
Value ($000) $6,000 Shares 79,390 Est. Cost $40.33 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.4%
Value ($000) $5,976 Shares 73,419 Est. Cost $66.19 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $5,743 Shares 37,598 Est. Cost $138.43 Unrealized +9.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value ($000) $5,577 Shares 40,909 Est. Cost $39.21 Unrealized +199.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $5,435 Shares 64,085 Est. Cost $77.78 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.3%
Value ($000) $5,271 Shares 131,414 Est. Cost $40.34 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $5,179 Shares 52,961 Est. Cost $67.82 Unrealized +39.7%
HD HOME DEPOT INC COM 0.3%
Value ($000) $5,098 Shares 13,904 Est. Cost $269.76 Unrealized +31.9%
IYW ISHARES U S TECHNOLOGY ETF 0.3%
Value ($000) $5,008 Shares 28,900 Est. Cost $103.65 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $4,988 Shares 16,921 Est. Cost $136.47 Unrealized +86.0%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $4,922 Shares 24,052 Est. Cost $136.82 Unrealized +35.7%
AXON AXON ENTERPRISE INC COM 0.3%
Value ($000) $4,916 Shares 5,938 Est. Cost $196.26 Unrealized +246.7%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $4,804 Shares 76,570 Est. Cost $52.89 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $4,768 Shares 22,757 Est. Cost $192.98 Unrealized -2.1%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,613 Shares 18,218 Est. Cost $136.74 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $4,548 Shares 4,594 Est. Cost $623.48 Unrealized +58.9%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.3%
Value ($000) $4,525 Shares 106,336 Est. Cost $36.74 Unrealized
AGG ISHARES CORE U S AGGREGATE BOND ETF 0.3%
Value ($000) $4,377 Shares 44,127 Est. Cost $100.83 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $4,297 Shares 69,282 Est. Cost $92.37 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $4,276 Shares 61,591 Est. Cost $67.08 Unrealized +1.5%
CLOUGH HEDGED EQUITY ETF 0.3%
Value ($000) $4,248 Shares 147,916 Est. Cost $21.97 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,232 Shares 14,485 Est. Cost $211.85 Unrealized +43.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $4,163 Shares 7,661 Est. Cost $309.78 Unrealized +68.8%
GE GE AEROSPACE COM NEW 0.3%
Value ($000) $4,139 Shares 16,081 Est. Cost $113.27 Unrealized +93.0%
BAC BANK AMERICA CORP COM 0.3%
Value ($000) $4,120 Shares 87,063 Est. Cost $30.84 Unrealized +34.4%
TBIL US TREASURY 3 MONTH BILL ETF 0.3%
Value ($000) $4,115 Shares 82,310 Est. Cost $49.94 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $3,934 Shares 6,368 Est. Cost $424.76 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.3%
Value ($000) $3,922 Shares 32,241 Est. Cost $76.43 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $3,794 Shares 15,895 Est. Cost $293.01 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $3,727 Shares 24,917 Est. Cost $74.65 Unrealized +81.0%
XME SPDR S&P METALS & MINING ETF 0.2%
Value ($000) $3,631 Shares 54,010 Est. Cost $56.11 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $3,596 Shares 46,517 Est. Cost $64.09 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $3,535 Shares 2,640 Est. Cost $67.26 Unrealized +68.1%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,415 Shares 38,894 Est. Cost $85.98 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $3,386 Shares 15,692 Est. Cost $216.95 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $3,250 Shares 20,410 Est. Cost $146.93 Unrealized -1.3%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $3,227 Shares 17,718 Est. Cost $85.63 Unrealized +95.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3,145 Shares 28,775 Est. Cost $102.36 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $3,144 Shares 29,771 Est. Cost $79.17 Unrealized +15.9%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $3,060 Shares 53,824 Est. Cost $57.33 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $3,052 Shares 20,901 Est. Cost $93.75 Unrealized +40.5%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $3,040 Shares 7,830 Est. Cost $241.79 Unrealized +36.8%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $2,990 Shares 61,191 Est. Cost $44.70 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,975 Shares 42,055 Est. Cost $46.82 Unrealized +49.1%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,914 Shares 9,342 Est. Cost $388.75 Unrealized -3.6%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $2,897 Shares 41,757 Est. Cost $49.89 Unrealized +21.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,853 Shares 23,006 Est. Cost $100.41 Unrealized +2.4%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $2,830 Shares 15,482 Est. Cost $121.60 Unrealized
T AT&T INC COM 0.2%
Value ($000) $2,683 Shares 92,712 Est. Cost $16.07 Unrealized +67.8%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.2%
Value ($000) $2,661 Shares 21,151 Est. Cost $131.71 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $2,632 Shares 12,038 Est. Cost $154.21 Unrealized +4.3%
GEV GE VERNOVA INC COM 0.2%
Value ($000) $2,603 Shares 4,920 Est. Cost $158.10 Unrealized +163.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $2,498 Shares 41,618 Est. Cost $47.11 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $2,497 Shares 13,741 Est. Cost $167.26 Unrealized
LNC LINCOLN NATL CORP IND COM 0.2%
Value ($000) $2,487 Shares 71,883 Est. Cost $31.25 Unrealized +0.9%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value ($000) $2,467 Shares 57,920 Est. Cost $45.50 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value ($000) $2,453 Shares 26,991 Est. Cost $68.28 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $2,419 Shares 55,906 Est. Cost $38.68 Unrealized +8.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $2,388 Shares 20,237 Est. Cost $79.19 Unrealized +45.8%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $2,369 Shares 20,708 Est. Cost $77.42 Unrealized +26.7%
ABNB AIRBNB INC COM CL A 0.2%
Value ($000) $2,363 Shares 17,854 Est. Cost $146.34 Unrealized -13.4%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $2,361 Shares 13,357 Est. Cost $153.71 Unrealized
POWA INVESCO BLOOMBERG PRICING POWER ETF 0.2%
Value ($000) $2,352 Shares 27,169 Est. Cost $62.21 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.2%
Value ($000) $2,304 Shares 21,002 Est. Cost $108.20 Unrealized
DSEP FT VEST U S EQUITY DEEP BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $2,280 Shares 53,770 Est. Cost $40.05 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $2,213 Shares 100,795 Est. Cost $18.23 Unrealized +9.5%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $2,185 Shares 3,087 Est. Cost $346.21 Unrealized +65.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $2,122 Shares 4,166 Est. Cost $163.13 Unrealized +165.8%
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $2,039 Shares 12,683 Est. Cost $81.82 Unrealized +86.7%
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,996 Shares 8,674 Est. Cost $198.23 Unrealized +10.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $1,985 Shares 27,252 Est. Cost $58.11 Unrealized
MJ AMPLIFY ETF TR ALTRNTV HARV ETF 0.1%
Value ($000) $1,979 Shares 110,175 Est. Cost $19.50 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $1,946 Shares 22,939 Est. Cost $63.17 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $1,878 Shares 5,129 Est. Cost $245.20 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $1,860 Shares 8,190 Est. Cost $131.49 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $1,844 Shares 23,017 Est. Cost $35.92 Unrealized +98.1%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,820 Shares 19,511 Est. Cost $79.73 Unrealized +3.3%
GNRC GENERAC HLDGS INC COM 0.1%
Value ($000) $1,760 Shares 12,290 Est. Cost $170.08 Unrealized -28.3%
ABBV ABBVIE INC COM 0.1%
Value ($000) $1,746 Shares 9,404 Est. Cost $126.91 Unrealized +43.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $1,737 Shares 14,822 Est. Cost $93.66 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $1,727 Shares 10,945 Est. Cost $95.59 Unrealized +53.6%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $1,722 Shares 4,907 Est. Cost $236.11 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,694 Shares 8,279 Est. Cost $161.07 Unrealized
MHK MOHAWK INDS INC COM 0.1%
Value ($000) $1,632 Shares 15,562 Est. Cost $139.79 Unrealized -25.4%
MRK MERCK & CO INC COM 0.1%
Value ($000) $1,620 Shares 20,462 Est. Cost $73.56 Unrealized +5.2%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,593 Shares 14,773 Est. Cost $83.08 Unrealized +25.8%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,584 Shares 5,809 Est. Cost $255.64 Unrealized +4.1%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,563 Shares 3,566 Est. Cost $332.19 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $1,556 Shares 3,061 Est. Cost $333.35 Unrealized +45.4%
SYF SYNCHRONY FINANCIAL COM 0.1%
Value ($000) $1,548 Shares 23,196 Est. Cost $60.06 Unrealized -7.9%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.1%
Value ($000) $1,537 Shares 31,298 Est. Cost $50.72 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $1,533 Shares 6,746 Est. Cost $240.00 Unrealized -10.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,531 Shares 3,606 Est. Cost $265.88 Unrealized
O REALTY INCOME CORP COM 0.1%
Value ($000) $1,513 Shares 26,258 Est. Cost $48.60 Unrealized +12.1%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,509 Shares 10,537 Est. Cost $129.08 Unrealized +6.1%
PEP PEPSICO INC COM 0.1%
Value ($000) $1,507 Shares 11,414 Est. Cost $128.65 Unrealized +1.9%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $1,494 Shares 29,273 Est. Cost $50.43 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $1,468 Shares 25,195 Est. Cost $40.34 Unrealized +31.1%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,434 Shares 6,268 Est. Cost $115.44 Unrealized +98.9%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $1,419 Shares 32,893 Est. Cost $44.76 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,418 Shares 7,257 Est. Cost $144.80 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $1,417 Shares 28,803 Est. Cost $45.56 Unrealized 0.0%
IHI ISHARES U S MEDICAL DEVICES ETF 0.1%
Value ($000) $1,384 Shares 22,096 Est. Cost $60.86 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $1,382 Shares 14,721 Est. Cost $75.30 Unrealized
SAMM STRATEGAS MACRO MOMENTUM ETF 0.1%
Value ($000) $1,372 Shares 49,604 Est. Cost $24.91 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $1,353 Shares 15,192 Est. Cost $85.02 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $1,337 Shares 20,483 Est. Cost $58.73 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $1,336 Shares 16,005 Est. Cost $70.97 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $1,280 Shares 48,352 Est. Cost $33.59 Unrealized -17.2%
CNH CNH INDL N V SHS 0.1%
Value ($000) $1,275 Shares 98,345 Est. Cost $11.17 Unrealized +9.5%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $1,260 Shares 23,959 Est. Cost $41.32 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.1%
Value ($000) $1,255 Shares 68,939 Est. Cost $8.53 Unrealized +54.6%
JVAL JPMORGAN U S VALUE FACTOR ETF US VALUE FACTOR FUND 0.1%
Value ($000) $1,246 Shares 28,179 Est. Cost $35.54 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.1%
Value ($000) $1,227 Shares 8,313 Est. Cost $147.62 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $1,220 Shares 64,257 Est. Cost $18.33 Unrealized
KR KROGER CO COM 0.1%
Value ($000) $1,220 Shares 17,005 Est. Cost $41.57 Unrealized +64.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $1,217 Shares 9,129 Est. Cost $98.03 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $1,207 Shares 16,605 Est. Cost $51.45 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $1,206 Shares 6,468 Est. Cost $187.28 Unrealized -11.4%
BLK BLACKROCK INC COM 0.1%
Value ($000) $1,170 Shares 1,115 Est. Cost $844.48 Unrealized +10.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,143 Shares 4,095 Est. Cost $269.75 Unrealized +3.0%
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $1,138 Shares 3,011 Est. Cost $320.76 Unrealized 0.0%
PBUS INVESCO MSCI USA ETF 0.1%
Value ($000) $1,130 Shares 18,175 Est. Cost $38.04 Unrealized
IDU ISHARES U S UTILITIES ETF 0.1%
Value ($000) $1,128 Shares 10,783 Est. Cost $85.12 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $1,126 Shares 12,260 Est. Cost $56.12 Unrealized +56.8%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $1,119 Shares 1,249 Est. Cost $758.84 Unrealized -1.4%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.1%
Value ($000) $1,106 Shares 62,151 Est. Cost $18.66 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $1,080 Shares 10,723 Est. Cost $100.49 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $1,066 Shares 8,017 Est. Cost $116.65 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.1%
Value ($000) $1,055 Shares 32,153 Est. Cost $24.59 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $1,053 Shares 33,957 Est. Cost $29.13 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,043 Shares 19,178 Est. Cost $49.77 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $1,040 Shares 7,329 Est. Cost $96.95 Unrealized +35.5%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $1,039 Shares 24,985 Est. Cost $40.97 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $1,035 Shares 4,446 Est. Cost $180.03 Unrealized +10.9%
WCC WESCO INTL INC COM 0.1%
Value ($000) $1,031 Shares 5,568 Est. Cost $187.01 Unrealized -12.3%
TDVI FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF 0.1%
Value ($000) $1,012 Shares 37,799 Est. Cost $26.78 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $1,009 Shares 8,227 Est. Cost $101.32 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,007 Shares 12,334 Est. Cost $69.37 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.1%
Value ($000) $994 Shares 40,822 Est. Cost $24.35 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $989 Shares 10,022 Est. Cost $114.37 Unrealized -18.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $964 Shares 2,188 Est. Cost $337.76 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $963 Shares 18,255 Est. Cost $52.58 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $949 Shares 16,195 Est. Cost $37.87 Unrealized +47.7%
SMAY FT VEST U S SMALL CAP MODERATE BUFFER ETF - MAY 0.1%
Value ($000) $945 Shares 39,428 Est. Cost $22.65 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $942 Shares 21,733 Est. Cost $34.41 Unrealized +9.6%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $903 Shares 6,365 Est. Cost $111.08 Unrealized -2.0%
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.1%
Value ($000) $899 Shares 17,734 Est. Cost $50.05 Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.1%
Value ($000) $898 Shares 149,735 Est. Cost $6.00 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.1%
Value ($000) $898 Shares 17,848 Est. Cost $50.27 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $890 Shares 3,228 Est. Cost $182.43 Unrealized +47.2%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.1%
Value ($000) $887 Shares 29,458 Est. Cost $22.19 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $883 Shares 9,606 Est. Cost $77.62 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART 0.1%
Value ($000) $875 Shares 33,488 Est. Cost $21.88 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $873 Shares 7,333 Est. Cost $116.12 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $873 Shares 3,516 Est. Cost $248.37 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $863 Shares 12,277 Est. Cost $57.11 Unrealized
RKLB ROCKET LAB CORP COM 0.1%
Value ($000) $853 Shares 23,838 Est. Cost $24.48 Unrealized 0.0%
NOW SERVICENOW INC COM 0.1%
Value ($000) $849 Shares 826 Est. Cost $188.66 Unrealized 0.0%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $847 Shares 13,241 Est. Cost $58.26 Unrealized
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 0.1%
Value ($000) $846 Shares 33,120 Est. Cost $18.11 Unrealized
NRG NRG ENERGY INC COM NEW 0.1%
Value ($000) $844 Shares 5,258 Est. Cost $130.97 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $828 Shares 28,176 Est. Cost $20.42 Unrealized +31.1%
FCOR FIDELITY CORPORATE BOND ETF 0.1%
Value ($000) $825 Shares 17,449 Est. Cost $47.31 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.1%
Value ($000) $824 Shares 28,140 Est. Cost $31.02 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.1%
Value ($000) $820 Shares 42,030 Est. Cost $19.48 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value ($000) $816 Shares 1,083 Est. Cost $366.51 Unrealized +81.5%
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $773 Shares 6,774 Est. Cost $46.70 Unrealized +122.2%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $749 Shares 1,842 Est. Cost $170.76 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $744 Shares 22,826 Est. Cost $22.79 Unrealized +33.9%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $742 Shares 3,520 Est. Cost $127.70 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $721 Shares 7,867 Est. Cost $81.33 Unrealized +4.7%
AFL AFLAC INC COM 0.0%
Value ($000) $712 Shares 6,753 Est. Cost $43.68 Unrealized +137.3%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $698 Shares 38,504 Est. Cost $14.92 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $687 Shares 28,355 Est. Cost $27.24 Unrealized -18.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $679 Shares 6,169 Est. Cost $120.14 Unrealized
GVAL CAMBRIA GLOBAL VALUE ETF 0.0%
Value ($000) $677 Shares 24,877 Est. Cost $27.23 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $667 Shares 15,549 Est. Cost $20.02 Unrealized +79.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $665 Shares 3,425 Est. Cost $156.52 Unrealized
MDIV MULTI-ASSET DIVERSIFIED INCOME INDEX FUND 0.0%
Value ($000) $663 Shares 41,925 Est. Cost $15.83 Unrealized
XDEC FT CBOE VEST U S EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 0.0%
Value ($000) $660 Shares 16,992 Est. Cost $28.25 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $651 Shares 7,045 Est. Cost $129.60 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $647 Shares 72,484 Est. Cost $9.46 Unrealized -8.2%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $636 Shares 15,571 Est. Cost $37.40 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $610 Shares 13,300 Est. Cost $46.27 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $610 Shares 8,659 Est. Cost $62.76 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $606 Shares 14,510 Est. Cost $38.30 Unrealized 0.0%
JPLD JPMORGAN LIMITED DURATION BOND ETF 0.0%
Value ($000) $602 Shares 11,526 Est. Cost $52.23 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $601 Shares 7,426 Est. Cost $74.11 Unrealized
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value ($000) $595 Shares 2,580 Est. Cost $174.59 Unrealized 0.0%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $593 Shares 4,091 Est. Cost $120.87 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $591 Shares 2,665 Est. Cost $206.12 Unrealized +7.0%
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $588 Shares 8,599 Est. Cost $39.22 Unrealized +66.3%
MSFY KURV YIELD PREMIUM STRATEGY MICROSOFT (MSFT) ETF 0.0%
Value ($000) $583 Shares 21,842 Est. Cost $26.70 Unrealized
FJUN FT VEST U S EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $583 Shares 10,864 Est. Cost $53.67 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $583 Shares 5,618 Est. Cost $70.68 Unrealized +44.3%
IYK ISHARES U S CONSUMER STAPLES ETF 0.0%
Value ($000) $580 Shares 8,232 Est. Cost $102.28 Unrealized
SAMT STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 0.0%
Value ($000) $580 Shares 16,835 Est. Cost $24.22 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $579 Shares 6,072 Est. Cost $80.37 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $576 Shares 3,692 Est. Cost $160.62 Unrealized -2.0%
GLDI UBS AG ETRACS GOLD SHARES COVERED CALL ETNS DUE FEBRUARY 2, 2033 0.0%
Value ($000) $568 Shares 3,565 Est. Cost $159.29 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $568 Shares 3,849 Est. Cost $95.75 Unrealized
SPUS SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF 0.0%
Value ($000) $563 Shares 12,682 Est. Cost $42.06 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $563 Shares 2,010 Est. Cost $236.18 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $562 Shares 33,612 Est. Cost $16.63 Unrealized
BAR GRANITESHARES GOLD SHARES 0.0%
Value ($000) $557 Shares 17,067 Est. Cost $21.92 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $554 Shares 11,204 Est. Cost $45.21 Unrealized
SCHG SCHWAB U S LARGE-CAP GROWTH ETF 0.0%
Value ($000) $551 Shares 18,864 Est. Cost $25.04 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $544 Shares 4,098 Est. Cost $92.97 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $544 Shares 4,217 Est. Cost $111.66 Unrealized +18.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $531 Shares 11,476 Est. Cost $52.67 Unrealized -10.4%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value ($000) $528 Shares 10,781 Est. Cost $37.94 Unrealized +1.6%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $526 Shares 5,108 Est. Cost $96.44 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $515 Shares 4,169 Est. Cost $66.92 Unrealized +88.1%
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 0.0%
Value ($000) $511 Shares 9,602 Est. Cost $46.96 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $508 Shares 3,772 Est. Cost $122.23 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value ($000) $504 Shares 9,287 Est. Cost $26.99 Unrealized
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 0.0%
Value ($000) $502 Shares 17,176 Est. Cost $29.24 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.0%
Value ($000) $500 Shares 10,773 Est. Cost $22.13 Unrealized +63.7%
AX AXOS FINANCIAL INC COM 0.0%
Value ($000) $496 Shares 6,523 Est. Cost $38.64 Unrealized +74.9%
DFII FT VEST BITCOIN STRATEGY & TARGET INCOME ETF 0.0%
Value ($000) $488 Shares 20,414 Est. Cost $23.89 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $488 Shares 6,304 Est. Cost $78.23 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $480 Shares 7,122 Est. Cost $51.11 Unrealized +27.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $479 Shares 1,501 Est. Cost $226.46 Unrealized +23.4%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $475 Shares 1,331 Est. Cost $265.37 Unrealized +15.6%
CAVA CAVA GROUP INC COM 0.0%
Value ($000) $465 Shares 5,515 Est. Cost $53.11 Unrealized +60.6%
FRI FIRST TRUST S&P REIT INDEX FUND 0.0%
Value ($000) $463 Shares 17,109 Est. Cost $26.12 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $461 Shares 694 Est. Cost $510.91 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $457 Shares 4,868 Est. Cost $70.33 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $455 Shares 10,879 Est. Cost $41.87 Unrealized
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $445 Shares 2,625 Est. Cost $103.18 Unrealized
SETM SPROTT CRITICAL MATERIALS ETF 0.0%
Value ($000) $443 Shares 25,603 Est. Cost $17.32 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value ($000) $443 Shares 13,920 Est. Cost $22.10 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $440 Shares 2,501 Est. Cost $147.32 Unrealized +2.2%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $432 Shares 4,515 Est. Cost $96.82 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $430 Shares 2,845 Est. Cost $76.63 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $429 Shares 1,741 Est. Cost $199.30 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $429 Shares 7,582 Est. Cost $57.07 Unrealized -6.9%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $413 Shares 3,979 Est. Cost $103.62 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $409 Shares 19,614 Est. Cost $21.89 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $409 Shares 5,924 Est. Cost $69.02 Unrealized
EPRF INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF 0.0%
Value ($000) $408 Shares 23,153 Est. Cost $19.35 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $408 Shares 1,802 Est. Cost $171.04 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $401 Shares 8,470 Est. Cost $41.37 Unrealized
BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF 0.0%
Value ($000) $400 Shares 16,991 Est. Cost $18.84 Unrealized
WFRD WEATHERFORD INTL PLC ORD SHS 0.0%
Value ($000) $397 Shares 7,897 Est. Cost $46.45 Unrealized 0.0%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.0%
Value ($000) $394 Shares 10,903 Est. Cost $36.12 Unrealized
YJUN FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $393 Shares 16,058 Est. Cost $24.48 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC COM 0.0%
Value ($000) $393 Shares 13,011 Est. Cost $26.00 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $388 Shares 1,774 Est. Cost $198.73 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $387 Shares 9,007 Est. Cost $42.17 Unrealized -9.9%
MARM FT VEST U S EQUITY MAX BUFFER ETF - MARCH 0.0%
Value ($000) $385 Shares 11,994 Est. Cost $29.75 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.0%
Value ($000) $383 Shares 4,429 Est. Cost $68.36 Unrealized
SAGP Strategas Global Policy Opportunities ETF 0.0%
Value ($000) $382 Shares 11,583 Est. Cost $25.09 Unrealized
IYF ISHARES U S FINANCIALS ETF 0.0%
Value ($000) $377 Shares 3,118 Est. Cost $70.46 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $373 Shares 53,742 Est. Cost $7.48 Unrealized -13.2%
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $373 Shares 2,979 Est. Cost $100.30 Unrealized
FDG AMERICAN CENTURY FOCUSED DYNAMIC GROWTH ETF 0.0%
Value ($000) $371 Shares 3,395 Est. Cost $55.76 Unrealized
SQMX FT VEST U S EQUITY QUARTERLY MAX BUFFER ETF 0.0%
Value ($000) $370 Shares 11,600 Est. Cost $31.90 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $369 Shares 6,883 Est. Cost $41.74 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $364 Shares 941 Est. Cost $515.65 Unrealized -25.3%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $363 Shares 3,732 Est. Cost $78.86 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $360 Shares 15,318 Est. Cost $22.35 Unrealized -7.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $360 Shares 887 Est. Cost $429.42 Unrealized -2.9%
LNG LNG - Cheniere Energy Inc Com 0.0%
Value ($000) $359 Shares 1,474 Est. Cost $193.02 Unrealized +20.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $357 Shares 6,818 Est. Cost $34.20 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $357 Shares 4,002 Est. Cost $89.16 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $354 Shares 3,165 Est. Cost $94.64 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $352 Shares 3,490 Est. Cost $123.75 Unrealized -24.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $349 Shares 3,720 Est. Cost $93.57 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $348 Shares 13,031 Est. Cost $45.83 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $344 Shares 5,517 Est. Cost $35.40 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $339 Shares 5,950 Est. Cost $52.47 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $339 Shares 2,820 Est. Cost $151.55 Unrealized -13.9%
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 0.0%
Value ($000) $338 Shares 12,350 Est. Cost $26.05 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $337 Shares 2,274 Est. Cost $117.96 Unrealized +22.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $334 Shares 1,405 Est. Cost $275.46 Unrealized 0.0%
UTES VIRTUS REAVES UTILITIES ETF 0.0%
Value ($000) $331 Shares 4,381 Est. Cost $64.83 Unrealized
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $331 Shares 6,364 Est. Cost $50.61 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $327 Shares 3,096 Est. Cost $68.79 Unrealized +46.7%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $326 Shares 1,010 Est. Cost $205.17 Unrealized +28.6%
PFFD GLOBAL X U S PREFERRED ETF 0.0%
Value ($000) $325 Shares 17,246 Est. Cost $19.39 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $324 Shares 8,648 Est. Cost $36.82 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $324 Shares 2,712 Est. Cost $112.08 Unrealized 0.0%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $322 Shares 813 Est. Cost $257.17 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $322 Shares 3,000 Est. Cost $94.81 Unrealized +5.8%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $319 Shares 5,460 Est. Cost $60.08 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $318 Shares 1,309 Est. Cost $235.04 Unrealized 0.0%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $316 Shares 3,221 Est. Cost $91.53 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $315 Shares 1,020 Est. Cost $160.35 Unrealized +88.6%
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $314 Shares 6,800 Est. Cost $46.24 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $312 Shares 1,550 Est. Cost $191.27 Unrealized +2.9%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $310 Shares 3,034 Est. Cost $86.52 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $302 Shares 52 Est. Cost $3656.99 Unrealized +39.3%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $302 Shares 2,778 Est. Cost $81.66 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $300 Shares 2,742 Est. Cost $109.50 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $300 Shares 3,398 Est. Cost $107.20 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $298 Shares 1,366 Est. Cost $115.90 Unrealized +39.7%
ABT ABBOTT LABS COM 0.0%
Value ($000) $298 Shares 2,189 Est. Cost $103.12 Unrealized +26.6%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $298 Shares 2,625 Est. Cost $105.48 Unrealized
ACWX ISHARES MSCI ACWI EX U S ETF 0.0%
Value ($000) $295 Shares 4,843 Est. Cost $49.38 Unrealized
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value ($000) $293 Shares 11,868 Est. Cost $25.52 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $292 Shares 934 Est. Cost $236.14 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value ($000) $291 Shares 928 Est. Cost $249.30 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $291 Shares 2,266 Est. Cost $115.97 Unrealized
FCG FIRST TRUST NATURAL GAS ETF 0.0%
Value ($000) $291 Shares 12,585 Est. Cost $23.11 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $291 Shares 581 Est. Cost $450.15 Unrealized +8.0%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $289 Shares 5,631 Est. Cost $40.71 Unrealized +3.5%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $285 Shares 2,516 Est. Cost $102.88 Unrealized
GJAN FT VEST U S EQUITY MODERATE BUFFER ETF - JAN 0.0%
Value ($000) $282 Shares 7,062 Est. Cost $37.67 Unrealized
HYMB SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $280 Shares 11,293 Est. Cost $24.78 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $279 Shares 2,722 Est. Cost $56.45 Unrealized +62.9%
FINX GLOBAL X FINTECH ETF 0.0%
Value ($000) $279 Shares 8,158 Est. Cost $25.57 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $279 Shares 4,392 Est. Cost $57.34 Unrealized 0.0%
CLOUGH SELECT EQUITY ETF 0.0%
Value ($000) $274 Shares 7,445 Est. Cost $30.41 Unrealized
AVAV Aerovironment Inc 0.0%
Value ($000) $274 Shares 960 Est. Cost $169.27 Unrealized 0.0%
IBTO ISHARES IBONDS DEC 2033 TERM TREASURY ETF 0.0%
Value ($000) $271 Shares 11,076 Est. Cost $24.40 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $270 Shares 1,529 Est. Cost $137.09 Unrealized
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.0%
Value ($000) $270 Shares 11,711 Est. Cost $22.89 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $269 Shares 3,649 Est. Cost $62.34 Unrealized -1.2%
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value ($000) $268 Shares 13,064 Est. Cost $20.33 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $267 Shares 1,112 Est. Cost $202.16 Unrealized
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $265 Shares 13,369 Est. Cost $19.66 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $265 Shares 2,632 Est. Cost $100.53 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $263 Shares 2,044 Est. Cost $113.77 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $262 Shares 4,671 Est. Cost $61.51 Unrealized -17.3%
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.0%
Value ($000) $262 Shares 11,946 Est. Cost $21.77 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $255 Shares 829 Est. Cost $258.92 Unrealized +12.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $255 Shares 3,436 Est. Cost $68.85 Unrealized -0.8%
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $254 Shares 1,893 Est. Cost $110.71 Unrealized 0.0%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $254 Shares 5,150 Est. Cost $48.72 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $252 Shares 321 Est. Cost $627.99 Unrealized +7.4%
ITB ISHARES U S HOME CONSTRUCTION ETF 0.0%
Value ($000) $247 Shares 2,656 Est. Cost $95.21 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $246 Shares 2,317 Est. Cost $105.60 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $242 Shares 7,600 Est. Cost $30.14 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $240 Shares 1,103 Est. Cost $184.91 Unrealized
EE EXCELERATE ENERGY - EE 0.0%
Value ($000) $238 Shares 8,129 Est. Cost $20.08 Unrealized +38.7%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $238 Shares 891 Est. Cost $245.56 Unrealized +4.9%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $237 Shares 4,555 Est. Cost $46.17 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $236 Shares 7,417 Est. Cost $40.20 Unrealized -22.3%
NUE NUCOR CORP COM 0.0%
Value ($000) $233 Shares 1,800 Est. Cost $126.78 Unrealized -8.9%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $233 Shares 1,652 Est. Cost $120.96 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $229 Shares 7,003 Est. Cost $33.21 Unrealized -10.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $228 Shares 2,075 Est. Cost $92.83 Unrealized
MYGN MYRIAD GENETICS INC COM 0.0%
Value ($000) $227 Shares 42,807 Est. Cost $5.91 Unrealized 0.0%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $227 Shares 21,508 Est. Cost $11.88 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $226 Shares 1,235 Est. Cost $157.45 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $224 Shares 2,705 Est. Cost $91.17 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $224 Shares 945 Est. Cost $218.07 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $222 Shares 730 Est. Cost $304.14 Unrealized
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $221 Shares 41,783 Est. Cost $6.37 Unrealized -10.3%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $219 Shares 4,261 Est. Cost $53.52 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $217 Shares 663 Est. Cost $305.67 Unrealized 0.0%
LIN LINDE PLC SHS 0.0%
Value ($000) $216 Shares 461 Est. Cost $444.55 Unrealized +1.7%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $215 Shares 4,753 Est. Cost $32.66 Unrealized +34.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $214 Shares 1,793 Est. Cost $118.46 Unrealized -7.6%
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.0%
Value ($000) $214 Shares 7,227 Est. Cost $29.57 Unrealized
BITO PROSHARES BITCOIN ETF 0.0%
Value ($000) $214 Shares 9,931 Est. Cost $21.51 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $212 Shares 4,646 Est. Cost $48.11 Unrealized
PLD PROLOGIS INC COM 0.0%
Value ($000) $212 Shares 2,013 Est. Cost $111.87 Unrealized -8.5%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $211 Shares 1,453 Est. Cost $121.91 Unrealized +21.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $210 Shares 1,270 Est. Cost $147.64 Unrealized 0.0%
AGX ARGAN INC COM 0.0%
Value ($000) $210 Shares 952 Est. Cost $179.22 Unrealized 0.0%
ITA ISHARES U S AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $210 Shares 1,112 Est. Cost $188.67 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $209 Shares 4,754 Est. Cost $39.65 Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $208 Shares 4,136 Est. Cost $50.24 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $207 Shares 972 Est. Cost $185.05 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $206 Shares 1,194 Est. Cost $146.50 Unrealized +23.8%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $206 Shares 4,311 Est. Cost $47.75 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $203 Shares 822 Est. Cost $250.69 Unrealized -5.4%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $201 Shares 5,201 Est. Cost $40.82 Unrealized
ARKX ARK SPACE EXPLORATION & INNOVATION ETF 0.0%
Value ($000) $200 Shares 8,290 Est. Cost $24.16 Unrealized
PK PARK HOTELS & RESORTS INC COM 0.0%
Value ($000) $192 Shares 18,763 Est. Cost $10.23 Unrealized
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $177 Shares 19,182 Est. Cost $9.37 Unrealized
CRNC CERENCE INC COM 0.0%
Value ($000) $177 Shares 17,306 Est. Cost $8.80 Unrealized 0.0%
ROYCE SMALL CAP TRUST INC COM 0.0%
Value ($000) $173 Shares 11,515 Est. Cost $15.05 Unrealized
BTG B2GOLD CORP COM 0.0%
Value ($000) $158 Shares 43,862 Est. Cost $2.80 Unrealized +16.5%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $155 Shares 22,749 Est. Cost $6.86 Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value ($000) $154 Shares 30,401 Est. Cost $4.91 Unrealized 0.0%
IVR INVESCO MORTGAGE CAPITAL INC COM 0.0%
Value ($000) $141 Shares 18,024 Est. Cost $7.84 Unrealized
PRCH PORCH GROUP INC COM 0.0%
Value ($000) $130 Shares 11,027 Est. Cost $8.59 Unrealized 0.0%
PRME PRIME MEDICINE INC COM 0.0%
Value ($000) $93 Shares 37,744 Est. Cost $1.54 Unrealized 0.0%
AYTU AYTU BIOPHARMA INC COM 0.0%
Value ($000) $38 Shares 17,437 Est. Cost $1.46 Unrealized +6.7%
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $2.45 Unrealized