Global Assets Advisory, LLC Quant / Systematic

CIK: 0001942932 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 22, 2025

Total Value ($000): $256,182 (100.0% shares, 0.0% debt)

Holdings (221)

NVDA NVIDIA CORPORATION 7.3%
Value ($000) $18,586 Shares 121,238 Est. Cost $124.41 Unrealized +1.1%
AAPL APPLE INC 5.1%
Value ($000) $13,139 Shares 63,225 Est. Cost $209.13 Unrealized -3.7%
XOM EXXON MOBIL CORP 3.9%
Value ($000) $10,097 Shares 92,433 Est. Cost $108.13 Unrealized -3.3%
AMZN AMAZON COM INC 3.9%
Value ($000) $10,008 Shares 45,394 Est. Cost $201.49 Unrealized -1.8%
JEPI J P MORGAN EXCHANGE TRADED F 2.5%
Value ($000) $6,334 Shares 111,549 Est. Cost $55.94 Unrealized
VOO VANGUARD INDEX FDS 2.3%
Value ($000) $6,018 Shares 10,599 Est. Cost $335.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $5,906 Shares 12,063 Est. Cost $470.66 Unrealized +7.9%
VCIT VANGUARD SCOTTSDALE FDS 2.2%
Value ($000) $5,729 Shares 69,363 Est. Cost $80.75 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 2.1%
Value ($000) $5,400 Shares 15,838 Est. Cost $86.40 Unrealized
AGG ISHARES TR 2.0%
Value ($000) $5,049 Shares 51,104 Est. Cost $51.01 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $4,862 Shares 9,882 Est. Cost $403.78 Unrealized +7.1%
SJNK SPDR SERIES TRUST 1.7%
Value ($000) $4,432 Shares 174,966 Est. Cost $24.90 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 1.6%
Value ($000) $4,132 Shares 65,222 Est. Cost $56.59 Unrealized
TSLA TESLA INC 1.5%
Value ($000) $3,867 Shares 12,859 Est. Cost $306.39 Unrealized -1.7%
GOOGL ALPHABET INC 1.4%
Value ($000) $3,477 Shares 19,773 Est. Cost $176.64 Unrealized -7.6%
META META PLATFORMS INC 1.4%
Value ($000) $3,470 Shares 4,825 Est. Cost $611.73 Unrealized +0.8%
SPLV INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $3,086 Shares 42,082 Est. Cost $71.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $2,627 Shares 9,020 Est. Cost $253.82 Unrealized 0.0%
QSPT FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $2,625 Shares 89,360 Est. Cost $26.20 Unrealized
BA BOEING CO 0.9%
Value ($000) $2,419 Shares 11,531 Est. Cost $172.62 Unrealized +9.4%
GE GE AEROSPACE 0.9%
Value ($000) $2,332 Shares 9,363 Est. Cost $176.80 Unrealized +23.6%
WMT WALMART INC 0.9%
Value ($000) $2,319 Shares 23,609 Est. Cost $86.24 Unrealized +9.9%
SGOL ETFS GOLD TR 0.9%
Value ($000) $2,309 Shares 72,545 Est. Cost $28.02 Unrealized
LLY ELI LILLY & CO 0.9%
Value ($000) $2,293 Shares 2,955 Est. Cost $831.85 Unrealized -7.0%
NFLX NETFLIX INC 0.9%
Value ($000) $2,250 Shares 1,739 Est. Cost $84.68 Unrealized +33.5%
PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value ($000) $2,213 Shares 16,934 Est. Cost $75.31 Unrealized +55.7%
HYG ISHARES TR 0.9%
Value ($000) $2,194 Shares 27,364 Est. Cost $41.82 Unrealized
USFR WISDOMTREE TR 0.8%
Value ($000) $2,170 Shares 43,132 Est. Cost $50.32 Unrealized
VTI VANGUARD INDEX FDS 0.8%
Value ($000) $2,112 Shares 6,948 Est. Cost $172.23 Unrealized
PFF ISHARES TR 0.8%
Value ($000) $2,101 Shares 68,518 Est. Cost $18.91 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $2,091 Shares 38,860 Est. Cost $50.81 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $2,046 Shares 3,312 Est. Cost $548.27 Unrealized
ORCL ORACLE CORP 0.8%
Value ($000) $1,946 Shares 8,887 Est. Cost $153.73 Unrealized +4.6%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,905 Shares 1,933 Est. Cost $933.57 Unrealized +6.1%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $1,737 Shares 5,325 Est. Cost $460.21 Unrealized -18.5%
XLK SELECT SECTOR SPDR TR 0.7%
Value ($000) $1,669 Shares 6,650 Est. Cost $205.57 Unrealized
GLD SPDR GOLD TR 0.6%
Value ($000) $1,623 Shares 5,279 Est. Cost $271.50 Unrealized
APP APPLOVIN CORP 0.6%
Value ($000) $1,607 Shares 4,772 Est. Cost $324.21 Unrealized 0.0%
CRM SALESFORCE INC 0.6%
Value ($000) $1,577 Shares 5,800 Est. Cost $266.04 Unrealized 0.0%
ITA ISHARES TR 0.6%
Value ($000) $1,499 Shares 8,103 Est. Cost $113.02 Unrealized
TGT TARGET CORP EQUITY CLASS EQUITY 0.6%
Value ($000) $1,457 Shares 319 Est. Cost $93.31 Unrealized 0.0%
AIRR FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $1,428 Shares 17,365 Est. Cost $68.92 Unrealized
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $1,417 Shares 2,509 Est. Cost $515.91 Unrealized +6.9%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,416 Shares 7,702 Est. Cost $170.69 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,414 Shares 9,070 Est. Cost $151.76 Unrealized -0.6%
FEZ SPDR INDEX SHS FDS 0.5%
Value ($000) $1,362 Shares 22,895 Est. Cost $51.96 Unrealized
BIL SPDR SERIES TRUST 0.5%
Value ($000) $1,310 Shares 14,328 Est. Cost $91.47 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,310 Shares 26,585 Est. Cost $49.11 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,295 Shares 2,779 Est. Cost $448.29 Unrealized +2.4%
AOR ISHARES TR 0.5%
Value ($000) $1,258 Shares 20,447 Est. Cost $36.43 Unrealized
EATON VANCE ENHANCED EQUITY 0.5%
Value ($000) $1,242 Shares 51,544 Est. Cost $13.47 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,237 Shares 28,313 Est. Cost $39.18 Unrealized +6.7%
HOOD ROBINHOOD MKTS INC 0.5%
Value ($000) $1,214 Shares 13,148 Est. Cost $47.54 Unrealized +24.5%
TBIL RBB FD INC 0.5%
Value ($000) $1,213 Shares 24,341 Est. Cost $49.86 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,189 Shares 6,257 Est. Cost $185.16 Unrealized -1.3%
ABT ABBOTT LABS 0.5%
Value ($000) $1,171 Shares 5,316 Est. Cost $119.24 Unrealized +9.5%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,169 Shares 8,029 Est. Cost $146.25 Unrealized -6.3%
V VISA INC 0.5%
Value ($000) $1,166 Shares 3,280 Est. Cost $313.70 Unrealized +10.6%
GOOG ALPHABET INC 0.4%
Value ($000) $1,090 Shares 6,160 Est. Cost $175.99 Unrealized -6.3%
GEV GE VERNOVA INC 0.4%
Value ($000) $1,082 Shares 2,139 Est. Cost $294.54 Unrealized +41.2%
FV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,033 Shares 17,360 Est. Cost $56.27 Unrealized
IEF ISHARES TR 0.4%
Value ($000) $1,023 Shares 10,732 Est. Cost $94.91 Unrealized
SGOV ISHARES TR 0.4%
Value ($000) $1,015 Shares 10,114 Est. Cost $100.35 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,004 Shares 20,208 Est. Cost $30.60 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $997 Shares 2,514 Est. Cost $360.87 Unrealized +3.0%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $995 Shares 13,565 Est. Cost $73.34 Unrealized
COIN COINBASE GLOBAL INC 0.4%
Value ($000) $962 Shares 2,869 Est. Cost $242.13 Unrealized -3.4%
IVV ISHARES TR 0.4%
Value ($000) $956 Shares 1,541 Est. Cost $349.51 Unrealized
MISL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $943 Shares 25,589 Est. Cost $29.47 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $900 Shares 889 Est. Cost $181.16 Unrealized +4.1%
EWW ISHARES INC 0.3%
Value ($000) $896 Shares 14,652 Est. Cost $33.60 Unrealized
DHR DANAHER CORPORATION 0.3%
Value ($000) $889 Shares 4,420 Est. Cost $201.97 Unrealized -4.4%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $872 Shares 3,003 Est. Cost $217.83 Unrealized +16.0%
RDVI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $868 Shares 34,775 Est. Cost $23.15 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $866 Shares 4,115 Est. Cost $174.27 Unrealized 0.0%
AMGN AMGEN INC 0.3%
Value ($000) $851 Shares 2,930 Est. Cost $291.63 Unrealized -4.8%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $831 Shares 3,632 Est. Cost $213.68 Unrealized +7.5%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $805 Shares 13,454 Est. Cost $59.86 Unrealized
ARCC ARES CAPITAL CORP 0.3%
Value ($000) $793 Shares 35,954 Est. Cost $19.97 Unrealized +0.0%
MBB ISHARES TR 0.3%
Value ($000) $788 Shares 8,427 Est. Cost $67.55 Unrealized
SMH VANECK ETF TRUST 0.3%
Value ($000) $755 Shares 2,736 Est. Cost $214.62 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $754 Shares 1,922 Est. Cost $398.81 Unrealized -3.4%
FTC FIRST TR EXCHANGE-TRADED ALP 0.3%
Value ($000) $752 Shares 5,029 Est. Cost $127.17 Unrealized
AI C3 AI INC 0.3%
Value ($000) $731 Shares 29,737 Est. Cost $27.36 Unrealized -16.4%
BX BLACKSTONE INC 0.3%
Value ($000) $717 Shares 4,695 Est. Cost $148.79 Unrealized -9.2%
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $713 Shares 4,818 Est. Cost $126.80 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $671 Shares 1,484 Est. Cost $470.86 Unrealized -2.1%
VST VISTRA CORP 0.3%
Value ($000) $668 Shares 3,610 Est. Cost $148.62 Unrealized -0.8%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $662 Shares 7,743 Est. Cost $85.80 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.3%
Value ($000) $656 Shares 7,903 Est. Cost $43.05 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $624 Shares 10,432 Est. Cost $42.51 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $623 Shares 4,576 Est. Cost $125.16 Unrealized -13.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $611 Shares 3,091 Est. Cost $185.70 Unrealized 0.0%
AVGO BROADCOM INC 0.2%
Value ($000) $605 Shares 2,284 Est. Cost $209.82 Unrealized +2.9%
SVAL ISHARES TR 0.2%
Value ($000) $602 Shares 18,928 Est. Cost $29.67 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $599 Shares 4,427 Est. Cost $137.36 Unrealized -4.6%
XSD SPDR SERIES TRUST 0.2%
Value ($000) $598 Shares 2,332 Est. Cost $204.98 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $597 Shares 7,330 Est. Cost $71.15 Unrealized 0.0%
AGNC AGNC INVT CORP 0.2%
Value ($000) $594 Shares 63,620 Est. Cost $8.97 Unrealized
CALF PACER FDS TR 0.2%
Value ($000) $579 Shares 14,217 Est. Cost $39.86 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $574 Shares 1,694 Est. Cost $282.18 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.2%
Value ($000) $569 Shares 12,047 Est. Cost $37.37 Unrealized +3.1%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $568 Shares 1,200 Est. Cost $383.23 Unrealized +7.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $553 Shares 7,573 Est. Cost $70.88 Unrealized -3.9%
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $544 Shares 12,020 Est. Cost $43.57 Unrealized
DKS DICKS SPORTING GOODS INC 0.2%
Value ($000) $533 Shares 2,590 Est. Cost $182.31 Unrealized 0.0%
IVW ISHARES TR 0.2%
Value ($000) $528 Shares 4,842 Est. Cost $58.76 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $527 Shares 14,658 Est. Cost $33.14 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $525 Shares 5,311 Est. Cost $101.93 Unrealized -15.1%
SNPS SYNOPSYS INC 0.2%
Value ($000) $521 Shares 998 Est. Cost $508.11 Unrealized -8.3%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $519 Shares 9,104 Est. Cost $51.91 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $505 Shares 1,565 Est. Cost $292.46 Unrealized -4.5%
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $501 Shares 6,731 Est. Cost $60.41 Unrealized
T AT&T INC 0.2%
Value ($000) $499 Shares 17,289 Est. Cost $24.35 Unrealized +10.7%
SOXX ISHARES TR 0.2%
Value ($000) $494 Shares 2,081 Est. Cost $116.97 Unrealized
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $492 Shares 17,024 Est. Cost $23.04 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $485 Shares 5,878 Est. Cost $82.57 Unrealized
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $471 Shares 3,841 Est. Cost $109.76 Unrealized -11.5%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $466 Shares 3,408 Est. Cost $143.83 Unrealized
WRB BERKLEY W R CORP 0.2%
Value ($000) $456 Shares 6,253 Est. Cost $59.72 Unrealized +17.1%
JNK SPDR SERIES TRUST 0.2%
Value ($000) $454 Shares 4,700 Est. Cost $96.60 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $449 Shares 9,766 Est. Cost $45.49 Unrealized
EQT EQT CORP 0.2%
Value ($000) $447 Shares 8,022 Est. Cost $44.39 Unrealized +20.7%
FXN FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $443 Shares 28,815 Est. Cost $15.26 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $441 Shares 925 Est. Cost $452.31 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $433 Shares 1,399 Est. Cost $283.32 Unrealized +2.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $432 Shares 1,451 Est. Cost $303.54 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $428 Shares 5,461 Est. Cost $77.82 Unrealized
FNDX SCHWAB STRATEGIC TR 0.2%
Value ($000) $426 Shares 17,160 Est. Cost $22.31 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $421 Shares 20,092 Est. Cost $20.93 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $415 Shares 825 Est. Cost $486.10 Unrealized 0.0%
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $411 Shares 1,827 Est. Cost $225.11 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $404 Shares 1,034 Est. Cost $339.53 Unrealized -2.6%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $398 Shares 3,450 Est. Cost $84.92 Unrealized +15.5%
CME CME GROUP INC 0.2%
Value ($000) $395 Shares 1,435 Est. Cost $242.42 Unrealized +10.7%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $391 Shares 7,430 Est. Cost $46.36 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $384 Shares 5,359 Est. Cost $61.56 Unrealized +13.4%
LQD ISHARES TR 0.1%
Value ($000) $377 Shares 3,444 Est. Cost $108.33 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $375 Shares 7,535 Est. Cost $50.01 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $372 Shares 3,888 Est. Cost $95.63 Unrealized
SPSB SPDR SERIES TRUST 0.1%
Value ($000) $370 Shares 12,322 Est. Cost $29.92 Unrealized
RTX RTX CORP 0.1%
Value ($000) $362 Shares 2,510 Est. Cost $125.16 Unrealized +5.3%
HD HOME DEPOT INC 0.1%
Value ($000) $358 Shares 959 Est. Cost $359.32 Unrealized -0.9%
TQQQ PROSHARES TR 0.1%
Value ($000) $356 Shares 4,399 Est. Cost $45.90 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $354 Shares 4,468 Est. Cost $78.47 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $349 Shares 442 Est. Cost $790.47 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $335 Shares 1,970 Est. Cost $145.16 Unrealized +1.9%
ILDR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $333 Shares 11,520 Est. Cost $22.38 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $333 Shares 3,692 Est. Cost $73.18 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $331 Shares 2,593 Est. Cost $122.46 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $323 Shares 444 Est. Cost $703.74 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $323 Shares 3,098 Est. Cost $104.29 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $323 Shares 610 Est. Cost $507.58 Unrealized -2.2%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $322 Shares 12,130 Est. Cost $26.33 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $315 Shares 5,290 Est. Cost $58.83 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $314 Shares 1,400 Est. Cost $128.76 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $314 Shares 7,350 Est. Cost $38.96 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $311 Shares 877 Est. Cost $245.41 Unrealized +6.2%
TMDX TRANSMEDICS GROUP INC 0.1%
Value ($000) $306 Shares 2,350 Est. Cost $68.78 Unrealized +59.6%
TJX TJX COS INC NEW 0.1%
Value ($000) $303 Shares 2,421 Est. Cost $120.10 Unrealized +4.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $295 Shares 6,137 Est. Cost $43.62 Unrealized -5.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $292 Shares 1,510 Est. Cost $193.58 Unrealized
KIM KIMCO RLTY CORP 0.1%
Value ($000) $291 Shares 13,742 Est. Cost $20.85 Unrealized -3.8%
GLTR ABRDN PRECIOUS METALS BASKET 0.1%
Value ($000) $289 Shares 2,082 Est. Cost $81.66 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $282 Shares 2,103 Est. Cost $126.78 Unrealized -8.9%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $281 Shares 3,143 Est. Cost $66.46 Unrealized +26.5%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $280 Shares 10,367 Est. Cost $25.73 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $280 Shares 2,679 Est. Cost $98.44 Unrealized +3.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $279 Shares 2,308 Est. Cost $95.73 Unrealized -2.6%
IVE ISHARES TR 0.1%
Value ($000) $277 Shares 1,403 Est. Cost $197.28 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $276 Shares 13,112 Est. Cost $18.13 Unrealized 0.0%
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $264 Shares 2,400 Est. Cost $100.09 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $263 Shares 625 Est. Cost $231.55 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $261 Shares 3,770 Est. Cost $60.10 Unrealized +0.5%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $259 Shares 910 Est. Cost $245.54 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $256 Shares 4,421 Est. Cost $54.47 Unrealized 0.0%
CB CHUBB LIMITED 0.1%
Value ($000) $255 Shares 881 Est. Cost $286.98 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $254 Shares 571 Est. Cost $407.62 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $253 Shares 1,178 Est. Cost $185.05 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $250 Shares 1,148 Est. Cost $198.26 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $249 Shares 2,270 Est. Cost $109.56 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $243 Shares 2,451 Est. Cost $94.21 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $241 Shares 3,998 Est. Cost $54.92 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.1%
Value ($000) $239 Shares 14,265 Est. Cost $15.36 Unrealized
VIRTUS EQUITY & CONV INCM FD 0.1%
Value ($000) $238 Shares 10,000 Est. Cost $21.76 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $237 Shares 7,237 Est. Cost $28.61 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $235 Shares 1,459 Est. Cost $163.95 Unrealized -1.9%
XMLV INVSC S P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $234 Shares 888 Est. Cost $263.58 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $232 Shares 2,324 Est. Cost $71.17 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $231 Shares 981 Est. Cost $235.58 Unrealized -7.3%
CRH CRH PLC 0.1%
Value ($000) $231 Shares 2,475 Est. Cost $91.00 Unrealized 0.0%
ESGU ISHARES TR 0.1%
Value ($000) $228 Shares 1,900 Est. Cost $120.22 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $225 Shares 3,792 Est. Cost $55.28 Unrealized 0.0%
F FORD MTR CO 0.1%
Value ($000) $219 Shares 19,259 Est. Cost $9.24 Unrealized +6.8%
USIG ISHARES TR 0.1%
Value ($000) $219 Shares 4,262 Est. Cost $50.35 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $218 Shares 1,223 Est. Cost $162.40 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $215 Shares 605 Est. Cost $306.71 Unrealized 0.0%
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $213 Shares 6,053 Est. Cost $35.18 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $211 Shares 565 Est. Cost $317.51 Unrealized +14.7%
VOYA GLBL ADV & PREM OPP FD 0.1%
Value ($000) $211 Shares 21,127 Est. Cost $9.38 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $210 Shares 3,742 Est. Cost $54.20 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.1%
Value ($000) $210 Shares 27,222 Est. Cost $7.81 Unrealized
XAR SPDR SERIES TRUST 0.1%
Value ($000) $209 Shares 1,013 Est. Cost $157.20 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value ($000) $208 Shares 8,881 Est. Cost $25.82 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $208 Shares 1,174 Est. Cost $167.37 Unrealized 0.0%
FLRT PACER FDS TR 0.1%
Value ($000) $207 Shares 4,353 Est. Cost $47.03 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $196 Shares 10,277 Est. Cost $19.06 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.1%
Value ($000) $195 Shares 26,650 Est. Cost $7.00 Unrealized
ORC ORCHID IS CAP INC 0.1%
Value ($000) $189 Shares 26,793 Est. Cost $7.04 Unrealized
GNL GLOBAL NET LEASE INC 0.1%
Value ($000) $186 Shares 24,382 Est. Cost $7.63 Unrealized
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $161 Shares 11,105 Est. Cost $13.49 Unrealized 0.0%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $117 Shares 11,995 Est. Cost $9.41 Unrealized
TOTALENERGIES SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $98 Shares 5,031 Est. Cost $58.26 Unrealized
HCI HCI GROUP INC 0.0%
Value ($000) $92 Shares 300 Est. Cost $153.53 Unrealized 0.0%
FIRST TRUST MORTGAGE INC 0.0%
Value ($000) $92 Shares 7,500 Est. Cost $12.03 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $69 Shares 240 Est. Cost $268.94 Unrealized 0.0%
FDN FIRST TRUST INTERNET INDEX CF ETF 0.0%
Value ($000) $55 Shares 4,403 Est. Cost $225.01 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $44 Shares 9,873 Est. Cost $470.62 Unrealized
EW EDWARDS LIFESCIENCES COR 0.0%
Value ($000) $33 Shares 309 Est. Cost $74.58 Unrealized 0.0%
GL GLOBE LIFE INC 0.0%
Value ($000) $25 Shares 200 Est. Cost $120.89 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value ($000) $24 Shares 953 Est. Cost $101.38 Unrealized -0.5%