BENJAMIN EDWARDS INC Diversified Active

CIK: 0001451623 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $422 (100.0% shares, 0.0% debt)

Holdings (644)

MSFT MICROSOFT CORP 3.0%
Value ($000) $13 Shares 40,458 Est. Cost $272.44 Unrealized +19.1%
AAPL APPLE INC 3.0%
Value ($000) $13 Shares 74,268 Est. Cost $134.18 Unrealized +35.1%
NVDA NVIDIA CORPORATION 2.3%
Value ($000) $10 Shares 22,335 Est. Cost $23.11 Unrealized +93.7%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $8 Shares 26,090 Est. Cost $278.78 Unrealized +9.2%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $6 Shares 10,434 Est. Cost $445.15 Unrealized +19.6%
ABBV ABBVIE INC 1.3%
Value ($000) $5 Shares 35,629 Est. Cost $117.16 Unrealized +15.5%
XONE BONDBLOXX ETF TRUST 1.3%
Value ($000) $5 Shares 106,322 Est. Cost $0.05 Unrealized
SPDW SPDR INDEX SHS FDS 1.2%
Value ($000) $5 Shares 164,583 Est. Cost $0.03 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $5 Shares 84,836 Est. Cost $44.93 Unrealized
AEP AMERICAN ELEC PWR CO INC 1.2%
Value ($000) $5 Shares 64,605 Est. Cost $74.41 Unrealized -0.1%
ABT ABBOTT LABS 1.1%
Value ($000) $5 Shares 49,033 Est. Cost $107.21 Unrealized -6.3%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $5 Shares 28,142 Est. Cost $113.90 Unrealized +28.0%
AMZN AMAZON COM INC 1.1%
Value ($000) $5 Shares 37,287 Est. Cost $116.41 Unrealized +15.1%
VCSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $5 Shares 60,147 Est. Cost $62.89 Unrealized
WMT WALMART INC 1.1%
Value ($000) $4 Shares 27,866 Est. Cost $44.44 Unrealized +16.6%
IEI ISHARES TR 1.0%
Value ($000) $4 Shares 39,182 Est. Cost $0.12 Unrealized
WEC WEC ENERGY GROUP INC 1.0%
Value ($000) $4 Shares 54,686 Est. Cost $79.71 Unrealized +0.0%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $4 Shares 17,879 Est. Cost $192.83 Unrealized +19.9%
HYBB ISHARES TR 1.0%
Value ($000) $4 Shares 94,235 Est. Cost $26.13 Unrealized
SCHR SCHWAB STRATEGIC TR 0.9%
Value ($000) $4 Shares 82,652 Est. Cost $28.26 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $4 Shares 33,674 Est. Cost $58.39 Unrealized +73.0%
ITW ILLINOIS TOOL WKS INC 0.9%
Value ($000) $4 Shares 17,105 Est. Cost $183.44 Unrealized +25.4%
PEP PEPSICO INC 0.9%
Value ($000) $4 Shares 22,832 Est. Cost $143.57 Unrealized +16.4%
AWK AMERICAN WTR WKS CO INC NEW 0.9%
Value ($000) $4 Shares 30,644 Est. Cost $142.66 Unrealized -6.9%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $4 Shares 64,589 Est. Cost $71.63 Unrealized -10.1%
DE DEERE & CO 0.9%
Value ($000) $4 Shares 9,608 Est. Cost $335.30 Unrealized +18.7%
HD HOME DEPOT INC 0.9%
Value ($000) $4 Shares 11,891 Est. Cost $266.96 Unrealized +13.5%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $4 Shares 24,478 Est. Cost $132.40 Unrealized +7.5%
MDYV SPDR SER TR 0.8%
Value ($000) $3 Shares 53,315 Est. Cost $17.80 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $3 Shares 13,719 Est. Cost $207.19 Unrealized +24.0%
XEL XCEL ENERGY INC 0.8%
Value ($000) $3 Shares 59,361 Est. Cost $57.21 Unrealized -3.5%
MCD MCDONALDS CORP 0.8%
Value ($000) $3 Shares 12,791 Est. Cost $209.21 Unrealized +28.8%
IDA IDACORP INC 0.8%
Value ($000) $3 Shares 35,888 Est. Cost $105.99 Unrealized -6.8%
ETR ENTERGY CORP NEW 0.8%
Value ($000) $3 Shares 35,456 Est. Cost $44.83 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.8%
Value ($000) $3 Shares 67,427 Est. Cost $50.13 Unrealized -4.6%
CMS CMS ENERGY CORP 0.8%
Value ($000) $3 Shares 60,056 Est. Cost $54.34 Unrealized -1.1%
AEE AMEREN CORP 0.8%
Value ($000) $3 Shares 42,611 Est. Cost $78.10 Unrealized -3.4%
MRK MERCK & CO INC 0.7%
Value ($000) $3 Shares 30,238 Est. Cost $71.95 Unrealized +38.8%
MDYG SPDR SER TR 0.7%
Value ($000) $3 Shares 44,637 Est. Cost $12.83 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $3 Shares 40,331 Est. Cost $35.84 Unrealized
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $3 Shares 10,662 Est. Cost $271.64 Unrealized +9.2%
GOOGL ALPHABET INC 0.7%
Value ($000) $3 Shares 23,183 Est. Cost $107.54 Unrealized +19.4%
GLDM WORLD GOLD TR 0.7%
Value ($000) $3 Shares 82,298 Est. Cost $0.04 Unrealized
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $3 Shares 66,225 Est. Cost $39.69 Unrealized +4.5%
NVS NOVARTIS AG 0.7%
Value ($000) $3 Shares 27,108 Est. Cost $51.17 Unrealized
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $3 Shares 22,013 Est. Cost $114.44 Unrealized +2.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.6%
Value ($000) $3 Shares 44,902 Est. Cost $54.75 Unrealized +3.6%
AVGO BROADCOM INC 0.6%
Value ($000) $3 Shares 3,050 Est. Cost $54.96 Unrealized +52.8%
IBDR ISHARES TR 0.6%
Value ($000) $3 Shares 108,173 Est. Cost $20.58 Unrealized
NTR NUTRIEN LTD 0.6%
Value ($000) $2 Shares 40,046 Est. Cost $64.29 Unrealized -9.3%
ISHARES TR 0.6%
Value ($000) $2 Shares 100,986 Est. Cost $5.65 Unrealized
WSO WATSCO INC 0.6%
Value ($000) $2 Shares 6,283 Est. Cost $181.59 Unrealized +99.1%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $2 Shares 16,962 Est. Cost $125.18 Unrealized +12.2%
XMHQ INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2 Shares 28,549 Est. Cost $0.08 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2 Shares 5,694 Est. Cost $319.01 Unrealized +24.2%
RSG REPUBLIC SVCS INC 0.5%
Value ($000) $2 Shares 14,979 Est. Cost $85.11 Unrealized +69.5%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $2 Shares 30,114 Est. Cost $58.94 Unrealized +14.0%
AJG GALLAGHER ARTHUR J & CO 0.5%
Value ($000) $2 Shares 9,150 Est. Cost $109.70 Unrealized +99.7%
TSCO TRACTOR SUPPLY CO 0.5%
Value ($000) $2 Shares 9,956 Est. Cost $24.97 Unrealized +66.5%
XLC SELECT SECTOR SPDR TR 0.5%
Value ($000) $2 Shares 30,728 Est. Cost $0.19 Unrealized
TJX TJX COS INC NEW 0.5%
Value ($000) $2 Shares 22,551 Est. Cost $68.09 Unrealized +25.3%
CALF PACER FDS TR 0.5%
Value ($000) $2 Shares 48,016 Est. Cost $0.04 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.5%
Value ($000) $2 Shares 124,445 Est. Cost $12.07 Unrealized +32.0%
CASY CASEYS GEN STORES INC 0.4%
Value ($000) $2 Shares 6,922 Est. Cost $166.60 Unrealized +50.1%
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $2 Shares 36,842 Est. Cost $9.38 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.4%
Value ($000) $2 Shares 48,607 Est. Cost $36.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2 Shares 5,074 Est. Cost $282.14 Unrealized +25.7%
IBTE ISHARES TR 0.4%
Value ($000) $2 Shares 73,318 Est. Cost $21.01 Unrealized
EXC EXELON CORP 0.4%
Value ($000) $2 Shares 46,052 Est. Cost $36.78 Unrealized +1.2%
FAST FASTENAL CO 0.4%
Value ($000) $2 Shares 31,110 Est. Cost $22.47 Unrealized +19.3%
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2 Shares 36,108 Est. Cost $0.05 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $2 Shares 6,104 Est. Cost $214.03 Unrealized +30.8%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $2 Shares 22,097 Est. Cost $55.57 Unrealized +27.2%
EMR EMERSON ELEC CO 0.4%
Value ($000) $2 Shares 16,812 Est. Cost $84.97 Unrealized +7.3%
BLACKROCK INC 0.4%
Value ($000) $2 Shares 2,499 Est. Cost $377.77 Unrealized
OTTR OTTER TAIL CORP 0.4%
Value ($000) $2 Shares 20,808 Est. Cost $68.62 Unrealized +12.4%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $2 Shares 5,396 Est. Cost $209.05 Unrealized +31.5%
BAC BANK AMERICA CORP 0.4%
Value ($000) $2 Shares 55,157 Est. Cost $29.34 Unrealized -5.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $2 Shares 9,662 Est. Cost $139.66 Unrealized +9.8%
QCOM QUALCOMM INC 0.4%
Value ($000) $1 Shares 13,496 Est. Cost $88.53 Unrealized +24.3%
USMV ISHARES TR 0.4%
Value ($000) $1 Shares 20,653 Est. Cost $61.09 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1 Shares 46,077 Est. Cost $38.47 Unrealized -24.6%
PREF PRINCIPAL EXCHANGE TRADED FD 0.4%
Value ($000) $1 Shares 88,555 Est. Cost $24.58 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1 Shares 27,778 Est. Cost $42.89 Unrealized +17.3%
ISHARES TR 0.4%
Value ($000) $1 Shares 60,161 Est. Cost $20.01 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1 Shares 2,946 Est. Cost $427.00 Unrealized +10.1%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $1 Shares 21,636 Est. Cost $44.41 Unrealized
SNA SNAP ON INC 0.3%
Value ($000) $1 Shares 5,626 Est. Cost $147.72 Unrealized +71.7%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1 Shares 15,757 Est. Cost $24.23 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $1 Shares 15,453 Est. Cost $0.09 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1 Shares 5,565 Est. Cost $237.35 Unrealized +10.5%
MKC MCCORMICK & CO INC 0.3%
Value ($000) $1 Shares 18,453 Est. Cost $78.29 Unrealized +0.4%
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $1 Shares 25,245 Est. Cost $42.22 Unrealized +26.6%
POOL POOL CORP 0.3%
Value ($000) $1 Shares 3,901 Est. Cost $387.30 Unrealized -9.1%
LLY ELI LILLY & CO 0.3%
Value ($000) $1 Shares 2,538 Est. Cost $265.67 Unrealized +90.8%
SPYV SPDR SER TR 0.3%
Value ($000) $1 Shares 33,022 Est. Cost $34.58 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $1 Shares 3,606 Est. Cost $340.74 Unrealized +13.3%
FDX FEDEX CORP 0.3%
Value ($000) $1 Shares 4,942 Est. Cost $240.35 Unrealized +2.7%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $1 Shares 5,012 Est. Cost $231.87 Unrealized +11.4%
MCK MCKESSON CORP 0.3%
Value ($000) $1 Shares 2,943 Est. Cost $342.51 Unrealized +21.7%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1 Shares 10,523 Est. Cost $83.57 Unrealized +29.1%
EOG EOG RES INC 0.3%
Value ($000) $1 Shares 9,950 Est. Cost $94.02 Unrealized +24.6%
NTAP NETAPP INC 0.3%
Value ($000) $1 Shares 16,338 Est. Cost $73.48 Unrealized 0.0%
BERRY GLOBAL GROUP INC 0.3%
Value ($000) $1 Shares 19,870 Est. Cost $41.13 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1 Shares 7,687 Est. Cost $158.59 Unrealized +0.2%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1 Shares 8,770 Est. Cost $88.97 Unrealized +35.3%
DON WISDOMTREE TR 0.3%
Value ($000) $1 Shares 29,128 Est. Cost $28.33 Unrealized
INTU INTUIT 0.3%
Value ($000) $1 Shares 2,284 Est. Cost $338.90 Unrealized +47.2%
VCLT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1 Shares 16,288 Est. Cost $76.93 Unrealized
ADBE ADOBE INC 0.3%
Value ($000) $1 Shares 2,279 Est. Cost $475.08 Unrealized +10.4%
AMGN AMGEN INC 0.3%
Value ($000) $1 Shares 4,311 Est. Cost $209.78 Unrealized +10.5%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1 Shares 7,707 Est. Cost $135.43 Unrealized +6.4%
CLH CLEAN HARBORS INC 0.3%
Value ($000) $1 Shares 6,711 Est. Cost $98.39 Unrealized +71.4%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $1 Shares 2,568 Est. Cost $437.44 Unrealized -0.2%
SRLN SSGA ACTIVE ETF TR 0.3%
Value ($000) $1 Shares 26,318 Est. Cost $0.04 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $1 Shares 14,063 Est. Cost $91.84 Unrealized -15.3%
EQIX EQUINIX INC 0.3%
Value ($000) $1 Shares 1,501 Est. Cost $743.46 Unrealized -1.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $1 Shares 6,067 Est. Cost $113.58 Unrealized +49.9%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1 Shares 6,956 Est. Cost $171.39 Unrealized -11.5%
STE STERIS PLC 0.3%
Value ($000) $1 Shares 4,915 Est. Cost $146.11 Unrealized +51.6%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $1 Shares 9,843 Est. Cost $92.88 Unrealized +18.4%
LKQ LKQ CORP 0.2%
Value ($000) $1 Shares 20,703 Est. Cost $44.76 Unrealized +11.3%
CMI CUMMINS INC 0.2%
Value ($000) $1 Shares 4,437 Est. Cost $217.82 Unrealized +4.9%
SLYG SPDR SER TR 0.2%
Value ($000) $1 Shares 13,602 Est. Cost $44.06 Unrealized
FLJP FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $1 Shares 37,578 Est. Cost $0.03 Unrealized
GBCI GLACIER BANCORP INC NEW 0.2%
Value ($000) $1 Shares 34,350 Est. Cost $33.30 Unrealized -14.4%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1 Shares 6,248 Est. Cost $154.81 Unrealized +0.8%
GPK GRAPHIC PACKAGING HLDG CO 0.2%
Value ($000) $1 Shares 41,299 Est. Cost $19.88 Unrealized +15.4%
CAT CATERPILLAR INC 0.2%
Value ($000) $1 Shares 3,312 Est. Cost $195.77 Unrealized +33.6%
KO COCA COLA CO 0.2%
Value ($000) $1 Shares 15,709 Est. Cost $52.36 Unrealized +6.4%
BA BOEING CO 0.2%
Value ($000) $1 Shares 4,559 Est. Cost $195.34 Unrealized +12.0%
PIONEER NAT RES CO 0.2%
Value ($000) $1 Shares 3,800 Est. Cost $135.86 Unrealized
ISHARES TR 0.2%
Value ($000) $1 Shares 34,249 Est. Cost $16.97 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $1 Shares 5,712 Est. Cost $147.41 Unrealized +6.0%
SYY SYSCO CORP 0.2%
Value ($000) $1 Shares 13,046 Est. Cost $70.26 Unrealized -4.6%
NDAQ NASDAQ INC 0.2%
Value ($000) $1 Shares 17,243 Est. Cost $50.17 Unrealized -2.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1 Shares 5,023 Est. Cost $206.83 Unrealized -18.9%
IBDS ISHARES TR 0.2%
Value ($000) $1 Shares 35,454 Est. Cost $16.55 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $1 Shares 12,215 Est. Cost $58.30 Unrealized +10.8%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1 Shares 249 Est. Cost $2577.41 Unrealized +15.6%
SPYG SPDR SER TR 0.2%
Value ($000) $1 Shares 12,601 Est. Cost $51.75 Unrealized
TSLX SIXTH STREET SPECIALTY LENDI 0.2%
Value ($000) $1 Shares 35,406 Est. Cost $18.28 Unrealized +9.2%
V VISA INC 0.2%
Value ($000) $1 Shares 3,118 Est. Cost $217.17 Unrealized +8.7%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1 Shares 9,693 Est. Cost $48.02 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $1 Shares 20,841 Est. Cost $11.30 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.2%
Value ($000) $1 Shares 5,263 Est. Cost $119.69 Unrealized +9.7%
IVV ISHARES TR 0.2%
Value ($000) $1 Shares 1,617 Est. Cost $408.93 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $1 Shares 6,691 Est. Cost $54.95 Unrealized +72.4%
VRP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1 Shares 29,858 Est. Cost $21.40 Unrealized
PPG PPG INDS INC 0.2%
Value ($000) $1 Shares 5,039 Est. Cost $132.38 Unrealized +0.5%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.2%
Value ($000) $1 Shares 12,862 Est. Cost $48.31 Unrealized +11.2%
PFF ISHARES TR 0.2%
Value ($000) $1 Shares 21,209 Est. Cost $30.04 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $1 Shares 5,512 Est. Cost $83.43 Unrealized +34.5%
IBDX ISHARES TR 0.1%
Value ($000) $1 Shares 26,925 Est. Cost $2.67 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 18,964 Est. Cost $38.93 Unrealized -21.5%
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 36,562 Est. Cost $18.75 Unrealized
IBDT ISHARES TR 0.1%
Value ($000) $1 Shares 25,871 Est. Cost $24.80 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $1 Shares 5,865 Est. Cost $66.40 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1 Shares 2,995 Est. Cost $209.65 Unrealized +2.5%
IBDV ISHARES TR 0.1%
Value ($000) $1 Shares 29,560 Est. Cost $22.99 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1 Shares 6,462 Est. Cost $83.01 Unrealized +3.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1 Shares 7,951 Est. Cost $29.88 Unrealized 0.0%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 7,805 Est. Cost $23.57 Unrealized
NKE NIKE INC 0.1%
Value ($000) $1 Shares 6,163 Est. Cost $117.66 Unrealized -16.5%
AMH AMERICAN HOMES 4 RENT 0.1%
Value ($000) $1 Shares 17,387 Est. Cost $16.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1 Shares 4,160 Est. Cost $106.92 Unrealized +23.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 1,415 Est. Cost $338.76 Unrealized +22.5%
IBDU ISHARES TR 0.1%
Value ($000) $1 Shares 26,452 Est. Cost $21.34 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $1 Shares 10,738 Est. Cost $53.08 Unrealized +4.2%
EBAY EBAY INC. 0.1%
Value ($000) $1 Shares 12,944 Est. Cost $44.32 Unrealized -3.7%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $1 Shares 14,033 Est. Cost $35.77 Unrealized +14.1%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1 Shares 3,257 Est. Cost $140.55 Unrealized +25.9%
MGA MAGNA INTL INC 0.1%
Value ($000) $1 Shares 10,575 Est. Cost $53.18 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $1 Shares 2,736 Est. Cost $192.39 Unrealized +7.2%
IBDW ISHARES TR 0.1%
Value ($000) $1 Shares 28,468 Est. Cost $19.70 Unrealized
RBA RB GLOBAL INC 0.1%
Value ($000) $1 Shares 8,630 Est. Cost $56.38 Unrealized +9.3%
USB US BANCORP DEL 0.1%
Value ($000) $1 Shares 15,936 Est. Cost $37.63 Unrealized -13.6%
CASS CASS INFORMATION SYS INC 0.1%
Value ($000) $1 Shares 14,139 Est. Cost $44.00 Unrealized -18.7%
AZO AUTOZONE INC 0.1%
Value ($000) $1 Shares 206 Est. Cost $1667.18 Unrealized +50.5%
ENB ENBRIDGE INC 0.1%
Value ($000) $1 Shares 15,374 Est. Cost $31.49 Unrealized -3.5%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 8,685 Est. Cost $55.38 Unrealized
TRUP TRUPANION INC 0.1%
Value ($000) $1 Shares 18,105 Est. Cost $39.03 Unrealized -27.2%
AI C3 AI INC 0.1%
Value ($000) $0 Shares 19,559 Est. Cost $26.81 Unrealized +24.5%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $0 Shares 4,558 Est. Cost $67.02 Unrealized +63.4%
COR CENCORA INC 0.1%
Value ($000) $0 Shares 2,759 Est. Cost $147.05 Unrealized +23.1%
IUSG ISHARES TR 0.1%
Value ($000) $0 Shares 5,167 Est. Cost $41.71 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $0 Shares 4,395 Est. Cost $111.06 Unrealized -6.7%
WELL WELLTOWER INC 0.1%
Value ($000) $0 Shares 5,823 Est. Cost $71.03 Unrealized +10.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $0 Shares 14,240 Est. Cost $7.78 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $0 Shares 5,820 Est. Cost $79.38 Unrealized +1.1%
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $0 Shares 7,057 Est. Cost $0.07 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $0 Shares 1,883 Est. Cost $219.88 Unrealized +0.1%
OKE ONEOK INC NEW 0.1%
Value ($000) $0 Shares 7,343 Est. Cost $35.79 Unrealized +62.0%
IUSV ISHARES TR 0.1%
Value ($000) $0 Shares 6,170 Est. Cost $31.92 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $0 Shares 4,235 Est. Cost $77.85 Unrealized +44.9%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 10,596 Est. Cost $14.66 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $0 Shares 7,582 Est. Cost $47.26 Unrealized +15.1%
DINO HF SINCLAIR CORP 0.1%
Value ($000) $0 Shares 7,356 Est. Cost $37.83 Unrealized +29.8%
TRI THOMSON REUTERS CORP. 0.1%
Value ($000) $0 Shares 3,402 Est. Cost $122.53 Unrealized +1.7%
SO SOUTHERN CO 0.1%
Value ($000) $0 Shares 6,264 Est. Cost $65.50 Unrealized -2.6%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $0 Shares 6,830 Est. Cost $58.53 Unrealized -0.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $0 Shares 4,356 Est. Cost $82.99 Unrealized +11.4%
MARB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $0 Shares 19,545 Est. Cost $4.77 Unrealized
CCK CROWN HLDGS INC 0.1%
Value ($000) $0 Shares 4,380 Est. Cost $101.51 Unrealized -14.0%
CSX CSX CORP 0.1%
Value ($000) $0 Shares 12,519 Est. Cost $30.93 Unrealized -1.1%
MARA MARATHON DIGITAL HOLDINGS IN 0.1%
Value ($000) $0 Shares 45,119 Est. Cost $11.16 Unrealized +20.3%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $0 Shares 4,031 Est. Cost $87.37 Unrealized -3.5%
PINNACLE FINL PARTNERS INC 0.1%
Value ($000) $0 Shares 5,642 Est. Cost $63.22 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $0 Shares 22,532 Est. Cost $13.53 Unrealized +12.8%
CB CHUBB LIMITED 0.1%
Value ($000) $0 Shares 1,785 Est. Cost $186.76 Unrealized +5.4%
MET METLIFE INC 0.1%
Value ($000) $0 Shares 5,914 Est. Cost $58.52 Unrealized -0.9%
DOW DOW INC 0.1%
Value ($000) $0 Shares 7,081 Est. Cost $43.94 Unrealized +5.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $0 Shares 4,143 Est. Cost $1.30 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $0 Shares 1,837 Est. Cost $153.90 Unrealized +19.9%
FMC FMC CORP 0.1%
Value ($000) $0 Shares 4,981 Est. Cost $98.97 Unrealized -21.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $0 Shares 745 Est. Cost $359.07 Unrealized +17.4%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $0 Shares 2,136 Est. Cost $127.43 Unrealized +7.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $0 Shares 1,110 Est. Cost $302.22 Unrealized +3.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $0 Shares 996 Est. Cost $308.88 Unrealized +2.1%
AMLP ALPS ETF TR 0.1%
Value ($000) $0 Shares 7,533 Est. Cost $0.04 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $0 Shares 1,566 Est. Cost $172.94 Unrealized +4.2%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $0 Shares 3,366 Est. Cost $1.57 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N 0.1%
Value ($000) $0 Shares 220 Est. Cost $963.39 Unrealized +41.3%
MZTI LANCASTER COLONY CORP 0.1%
Value ($000) $0 Shares 1,810 Est. Cost $149.65 Unrealized +20.2%
EME EMCOR GROUP INC 0.1%
Value ($000) $0 Shares 1,419 Est. Cost $172.61 Unrealized +20.5%
AGG ISHARES TR 0.1%
Value ($000) $0 Shares 3,174 Est. Cost $102.21 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $0 Shares 2,659 Est. Cost $117.01 Unrealized +6.1%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $0 Shares 12,071 Est. Cost $11.08 Unrealized
STAG STAG INDL INC 0.1%
Value ($000) $0 Shares 8,513 Est. Cost $25.31 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $0 Shares 785 Est. Cost $324.56 Unrealized +13.7%
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $0 Shares 5,876 Est. Cost $49.80 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $0 Shares 22,943 Est. Cost $0.01 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $0 Shares 1,306 Est. Cost $196.75 Unrealized +7.3%
PLD PROLOGIS INC. 0.1%
Value ($000) $0 Shares 2,546 Est. Cost $115.32 Unrealized -2.0%
LBRT LIBERTY ENERGY INC 0.1%
Value ($000) $0 Shares 15,382 Est. Cost $14.58 Unrealized +13.0%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $0 Shares 1,669 Est. Cost $146.66 Unrealized +18.6%
XME SPDR SER TR 0.1%
Value ($000) $0 Shares 5,327 Est. Cost $0.05 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $0 Shares 11,441 Est. Cost $0.02 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $0 Shares 3,935 Est. Cost $83.37 Unrealized -22.6%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $0 Shares 2,233 Est. Cost $165.28 Unrealized -30.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $0 Shares 2,422 Est. Cost $99.72 Unrealized +11.5%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 2,186 Est. Cost $67.20 Unrealized +53.8%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $0 Shares 4,950 Est. Cost $48.88 Unrealized +21.1%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $0 Shares 13,373 Est. Cost $13.47 Unrealized +14.9%
HON HONEYWELL INTL INC 0.1%
Value ($000) $0 Shares 1,402 Est. Cost $171.84 Unrealized +1.2%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $0 Shares 1,371 Est. Cost $166.66 Unrealized +12.5%
LIVENT CORP 0.1%
Value ($000) $0 Shares 13,870 Est. Cost $13.75 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $0 Shares 2,307 Est. Cost $61.66 Unrealized +64.5%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $0 Shares 3,743 Est. Cost $64.83 Unrealized +4.2%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $0 Shares 5,026 Est. Cost $48.87 Unrealized
IWY ISHARES TR 0.1%
Value ($000) $0 Shares 1,580 Est. Cost $160.25 Unrealized
UFPI UFP INDUSTRIES INC 0.1%
Value ($000) $0 Shares 2,362 Est. Cost $84.22 Unrealized +20.0%
FN FABRINET 0.1%
Value ($000) $0 Shares 1,439 Est. Cost $121.86 Unrealized +13.8%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $0 Shares 1,223 Est. Cost $177.06 Unrealized +11.2%
NE NOBLE CORP PLC 0.1%
Value ($000) $0 Shares 4,685 Est. Cost $36.61 Unrealized +21.9%
WMB WILLIAMS COS INC 0.1%
Value ($000) $0 Shares 7,030 Est. Cost $14.48 Unrealized +113.3%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $0 Shares 2,197 Est. Cost $197.83 Unrealized -28.4%
ROAD CONSTRUCTION PARTNERS INC 0.1%
Value ($000) $0 Shares 6,291 Est. Cost $29.70 Unrealized +11.1%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $0 Shares 2,985 Est. Cost $68.38 Unrealized +21.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $0 Shares 2,191 Est. Cost $129.80 Unrealized -22.7%
CHAMPIONX CORPORATION 0.1%
Value ($000) $0 Shares 6,371 Est. Cost $0.03 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $0 Shares 1,719 Est. Cost $108.49 Unrealized +19.0%
CHRD CHORD ENERGY CORPORATION 0.1%
Value ($000) $0 Shares 1,399 Est. Cost $125.80 Unrealized +8.7%
RTX RTX CORPORATION 0.1%
Value ($000) $0 Shares 3,060 Est. Cost $82.94 Unrealized -2.0%
MORN MORNINGSTAR INC 0.1%
Value ($000) $0 Shares 937 Est. Cost $214.40 Unrealized +5.3%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 2,032 Est. Cost $70.20 Unrealized +38.8%
MO ALTRIA GROUP INC 0.1%
Value ($000) $0 Shares 5,133 Est. Cost $33.87 Unrealized +7.6%
CRM SALESFORCE INC 0.1%
Value ($000) $0 Shares 1,055 Est. Cost $226.84 Unrealized -5.9%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $0 Shares 568 Est. Cost $340.64 Unrealized +12.8%
T AT&T INC 0.1%
Value ($000) $0 Shares 14,177 Est. Cost $15.40 Unrealized -15.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 8,322 Est. Cost $34.99 Unrealized -30.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 2,787 Est. Cost $63.02 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 792 Est. Cost $259.96 Unrealized -2.4%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 3,477 Est. Cost $0.06 Unrealized
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $0 Shares 1,262 Est. Cost $0.15 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $0 Shares 238 Est. Cost $689.59 Unrealized +24.5%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,005 Est. Cost $154.64 Unrealized
IBP INSTALLED BLDG PRODS INC 0.0%
Value ($000) $0 Shares 1,630 Est. Cost $111.93 Unrealized +21.9%
MPLX MPLX LP 0.0%
Value ($000) $0 Shares 5,645 Est. Cost $27.13 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $0 Shares 2,729 Est. Cost $53.15 Unrealized
VMWARE INC 0.0%
Value ($000) $0 Shares 1,195 Est. Cost $88.61 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 511 Est. Cost $366.16 Unrealized +6.9%
GLOB GLOBANT S A 0.0%
Value ($000) $0 Shares 999 Est. Cost $224.55 Unrealized -16.6%
HEI HEICO CORP NEW 0.0%
Value ($000) $0 Shares 1,215 Est. Cost $149.04 Unrealized +13.9%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $0 Shares 1,144 Est. Cost $166.75 Unrealized -2.7%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 15,561 Est. Cost $10.63 Unrealized +4.4%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $0 Shares 539 Est. Cost $249.02 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 943 Est. Cost $193.56 Unrealized +4.1%
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 9,195 Est. Cost $6.04 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 1,886 Est. Cost $0.94 Unrealized
PSN PARSONS CORP DEL 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $32.77 Unrealized +61.6%
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 3,364 Est. Cost $31.07 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 4,429 Est. Cost $46.63 Unrealized -10.3%
OGS ONE GAS INC 0.0%
Value ($000) $0 Shares 2,772 Est. Cost $75.85 Unrealized -0.4%
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $0 Shares 3,530 Est. Cost $57.42 Unrealized +1.5%
GPI GROUP 1 AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 692 Est. Cost $228.82 Unrealized +14.5%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 293 Est. Cost $694.01 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $0 Shares 2,824 Est. Cost $44.96 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 7,586 Est. Cost $0.50 Unrealized
LDSF FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 9,795 Est. Cost $0.02 Unrealized
ROL ROLLINS INC 0.0%
Value ($000) $0 Shares 4,812 Est. Cost $33.31 Unrealized +17.6%
FTHI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 8,707 Est. Cost $0.02 Unrealized
FOXF FOX FACTORY HLDG CORP 0.0%
Value ($000) $0 Shares 1,792 Est. Cost $104.87 Unrealized +2.0%
AMN AMN HEALTHCARE SVCS INC 0.0%
Value ($000) $0 Shares 2,073 Est. Cost $96.92 Unrealized -2.1%
SXI STANDEX INTL CORP 0.0%
Value ($000) $0 Shares 1,217 Est. Cost $128.06 Unrealized +16.3%
SPSC SPS COMM INC 0.0%
Value ($000) $0 Shares 1,028 Est. Cost $156.99 Unrealized +13.1%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 2,407 Est. Cost $59.96 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $0 Shares 2,038 Est. Cost $70.65 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $0 Shares 3,356 Est. Cost $54.91 Unrealized -6.7%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 4,725 Est. Cost $40.44 Unrealized -15.4%
POWERSCHOOL HOLDINGS INC 0.0%
Value ($000) $0 Shares 7,404 Est. Cost $0.02 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $0 Shares 533 Est. Cost $153.48 Unrealized +100.9%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 987 Est. Cost $178.80 Unrealized -0.8%
BCPC BALCHEM CORP 0.0%
Value ($000) $0 Shares 1,340 Est. Cost $128.35 Unrealized +1.9%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $0 Shares 1,336 Est. Cost $92.38 Unrealized +49.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 2,172 Est. Cost $77.85 Unrealized -4.2%
NOW SERVICENOW INC 0.0%
Value ($000) $0 Shares 290 Est. Cost $100.90 Unrealized +13.1%
SPHY SPDR SER TR 0.0%
Value ($000) $0 Shares 7,241 Est. Cost $0.02 Unrealized
ANSYS INC 0.0%
Value ($000) $0 Shares 541 Est. Cost $211.45 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 418 Est. Cost $402.89 Unrealized -2.5%
LQD ISHARES TR 0.0%
Value ($000) $0 Shares 1,567 Est. Cost $100.52 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 974 Est. Cost $60.35 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 3,355 Est. Cost $32.82 Unrealized
BCE BCE INC 0.0%
Value ($000) $0 Shares 3,963 Est. Cost $32.78 Unrealized +5.6%
CROX CROCS INC 0.0%
Value ($000) $0 Shares 1,673 Est. Cost $116.50 Unrealized -11.8%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $0 Shares 1,926 Est. Cost $89.59 Unrealized -15.9%
CCS CENTURY CMNTYS INC 0.0%
Value ($000) $0 Shares 2,203 Est. Cost $61.64 Unrealized +14.3%
NDSN NORDSON CORP 0.0%
Value ($000) $0 Shares 659 Est. Cost $225.52 Unrealized +2.9%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 4,719 Est. Cost $25.62 Unrealized +20.2%
WPC WP CAREY INC 0.0%
Value ($000) $0 Shares 2,700 Est. Cost $59.38 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 8,235 Est. Cost $0.02 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 1,035 Est. Cost $115.87 Unrealized +15.5%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 2,507 Est. Cost $27.20 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $0 Shares 476 Est. Cost $268.37 Unrealized +11.5%
ENVESTNET INC 0.0%
Value ($000) $0 Shares 3,220 Est. Cost $0.05 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $0 Shares 1,544 Est. Cost $95.71 Unrealized -2.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 982 Est. Cost $123.16 Unrealized +19.5%
ASO ACADEMY SPORTS & OUTDOORS IN 0.0%
Value ($000) $0 Shares 2,992 Est. Cost $55.90 Unrealized -6.2%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $0 Shares 2,273 Est. Cost $75.43 Unrealized -25.1%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 2,780 Est. Cost $50.88 Unrealized -1.4%
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 2,718 Est. Cost $0.05 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $0 Shares 4,258 Est. Cost $34.64 Unrealized -8.7%
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $0 Shares 3,416 Est. Cost $41.87 Unrealized -3.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 791 Est. Cost $207.54 Unrealized -15.7%
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 849 Est. Cost $164.77 Unrealized +10.9%
GJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 4,555 Est. Cost $0.03 Unrealized
ASML ASML HOLDING N V 0.0%
Value ($000) $0 Shares 230 Est. Cost $580.06 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 1,065 Est. Cost $111.83 Unrealized +12.3%
SRE SEMPRA 0.0%
Value ($000) $0 Shares 1,935 Est. Cost $65.66 Unrealized +1.5%
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $0 Shares 1,441 Est. Cost $101.80 Unrealized +5.5%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $0 Shares 7,192 Est. Cost $18.14 Unrealized +4.2%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.0%
Value ($000) $0 Shares 9,428 Est. Cost $19.39 Unrealized -9.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 868 Est. Cost $134.93 Unrealized +17.8%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $0 Shares 7,410 Est. Cost $28.17 Unrealized
SSD SIMPSON MFG INC 0.0%
Value ($000) $0 Shares 848 Est. Cost $114.83 Unrealized +30.3%
MTN VAIL RESORTS INC 0.0%
Value ($000) $0 Shares 572 Est. Cost $243.71 Unrealized -2.6%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $0 Shares 1,076 Est. Cost $90.50 Unrealized +22.7%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $0 Shares 869 Est. Cost $0.14 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 3,727 Est. Cost $31.16 Unrealized -2.1%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 1,350 Est. Cost $121.95 Unrealized -25.9%
BRO BROWN & BROWN INC 0.0%
Value ($000) $0 Shares 1,778 Est. Cost $59.13 Unrealized +18.8%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $0 Shares 515 Est. Cost $185.70 Unrealized +25.0%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $0 Shares 465 Est. Cost $317.59 Unrealized -5.8%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value ($000) $0 Shares 2,938 Est. Cost $36.09 Unrealized -2.1%
IPAR INTER PARFUMS INC 0.0%
Value ($000) $0 Shares 889 Est. Cost $127.04 Unrealized +7.9%
SHY ISHARES TR 0.0%
Value ($000) $0 Shares 1,466 Est. Cost $27.58 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 243 Est. Cost $437.84 Unrealized +4.3%
ATKR ATKORE INC 0.0%
Value ($000) $0 Shares 794 Est. Cost $130.21 Unrealized +11.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $0 Shares 1,022 Est. Cost $117.78 Unrealized -2.0%
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 2,328 Est. Cost $57.52 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $0 Shares 910 Est. Cost $119.33 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $0 Shares 259 Est. Cost $476.53 Unrealized +4.6%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $0 Shares 6,144 Est. Cost $24.71 Unrealized -28.5%
MBUU MALIBU BOATS INC 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $55.44 Unrealized -3.1%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $0 Shares 3,565 Est. Cost $30.73 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 1,177 Est. Cost $73.68 Unrealized +10.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $0 Shares 1,325 Est. Cost $36.07 Unrealized +16.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $0 Shares 220 Est. Cost $530.29 Unrealized -0.3%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 2,653 Est. Cost $54.07 Unrealized -25.2%
DUCKHORN PORTFOLIO INC 0.0%
Value ($000) $0 Shares 10,546 Est. Cost $11.72 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $0 Shares 1,114 Est. Cost $67.13 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 958 Est. Cost $106.10 Unrealized +7.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $45.55 Unrealized +126.6%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 10,245 Est. Cost $12.66 Unrealized -20.3%
GGG GRACO INC 0.0%
Value ($000) $0 Shares 1,468 Est. Cost $71.41 Unrealized +7.2%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $0 Shares 2,489 Est. Cost $46.17 Unrealized -5.7%
CRI CARTERS INC 0.0%
Value ($000) $0 Shares 1,484 Est. Cost $62.67 Unrealized +2.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 480 Est. Cost $176.45 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $0 Shares 2,268 Est. Cost $32.94 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $0 Shares 2,880 Est. Cost $26.23 Unrealized +27.8%
SAP SAP SE 0.0%
Value ($000) $0 Shares 785 Est. Cost $0.13 Unrealized
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $0 Shares 842 Est. Cost $136.55 Unrealized -11.2%
WK WORKIVA INC 0.0%
Value ($000) $0 Shares 994 Est. Cost $86.85 Unrealized +19.7%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 520 Est. Cost $95.24 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 629 Est. Cost $106.83 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 744 Est. Cost $61.65 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 973 Est. Cost $64.20 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 350 Est. Cost $163.91 Unrealized
OMCL OMNICELL COM 0.0%
Value ($000) $0 Shares 2,075 Est. Cost $61.38 Unrealized -1.3%
HGV HILTON GRAND VACATIONS INC 0.0%
Value ($000) $0 Shares 2,278 Est. Cost $39.54 Unrealized +11.4%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 2,509 Est. Cost $44.02 Unrealized +0.4%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2,800 Est. Cost $45.42 Unrealized -23.7%
PHYSICIANS RLTY TR 0.0%
Value ($000) $0 Shares 7,364 Est. Cost $0.01 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 680 Est. Cost $159.93 Unrealized -12.5%
DCI DONALDSON INC 0.0%
Value ($000) $0 Shares 1,474 Est. Cost $56.13 Unrealized +6.0%
HSY HERSHEY CO 0.0%
Value ($000) $0 Shares 441 Est. Cost $176.55 Unrealized +18.2%
FBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 595 Est. Cost $146.43 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 281 Est. Cost $253.89 Unrealized +36.1%
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $0 Shares 1,915 Est. Cost $49.09 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 1,084 Est. Cost $80.85 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 3,100 Est. Cost $19.59 Unrealized +38.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 500 Est. Cost $100.68 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $0 Shares 825 Est. Cost $132.52 Unrealized -22.2%
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $0 Shares 881 Est. Cost $97.90 Unrealized +4.0%
FTXL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1,156 Est. Cost $0.06 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 1,318 Est. Cost $10.52 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 892 Est. Cost $80.46 Unrealized
PII POLARIS INC 0.0%
Value ($000) $0 Shares 730 Est. Cost $119.74 Unrealized -0.8%
DES WISDOMTREE TR 0.0%
Value ($000) $0 Shares 2,622 Est. Cost $26.61 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $0 Shares 2,746 Est. Cost $34.37 Unrealized -25.0%
CRL CHARLES RIV LABS INTL INC 0.0%
Value ($000) $0 Shares 365 Est. Cost $264.61 Unrealized -22.4%
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $0 Shares 1,761 Est. Cost $33.43 Unrealized +18.9%
XYZ BLOCK INC 0.0%
Value ($000) $0 Shares 1,611 Est. Cost $98.76 Unrealized -37.3%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 642 Est. Cost $141.92 Unrealized -18.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 356 Est. Cost $230.19 Unrealized -10.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 985 Est. Cost $71.55 Unrealized -0.9%
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $0 Shares 4,120 Est. Cost $0.02 Unrealized
BL BLACKLINE INC 0.0%
Value ($000) $0 Shares 1,244 Est. Cost $74.96 Unrealized -26.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 500 Est. Cost $109.33 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 1,015 Est. Cost $27.22 Unrealized
BSY BENTLEY SYS INC 0.0%
Value ($000) $0 Shares 1,372 Est. Cost $44.03 Unrealized +12.8%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 607 Est. Cost $0.12 Unrealized
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $0 Shares 700 Est. Cost $82.96 Unrealized +13.6%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $0 Shares 709 Est. Cost $75.58 Unrealized +7.2%
DEO DIAGEO PLC 0.0%
Value ($000) $0 Shares 424 Est. Cost $166.03 Unrealized
WRB BERKLEY W R CORP 0.0%
Value ($000) $0 Shares 984 Est. Cost $36.01 Unrealized +7.5%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $0 Shares 254 Est. Cost $196.55 Unrealized +18.1%
MEDP MEDPACE HLDGS INC 0.0%
Value ($000) $0 Shares 248 Est. Cost $207.72 Unrealized +23.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,094 Est. Cost $56.24 Unrealized +4.1%
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 1,786 Est. Cost $29.68 Unrealized
CRAI CRA INTL INC 0.0%
Value ($000) $0 Shares 571 Est. Cost $84.50 Unrealized +20.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 448 Est. Cost $123.25 Unrealized
ISHARES TR 0.0%
Value ($000) $0 Shares 2,216 Est. Cost $0.03 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $0 Shares 152 Est. Cost $50.93 Unrealized -16.8%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $0 Shares 786 Est. Cost $101.30 Unrealized -31.0%
ROKU ROKU INC 0.0%
Value ($000) $0 Shares 769 Est. Cost $116.38 Unrealized -33.5%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $0 Shares 602 Est. Cost $83.14 Unrealized +0.4%
FID FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 3,686 Est. Cost $0.02 Unrealized
FJP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 1,094 Est. Cost $0.05 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $0 Shares 535 Est. Cost $104.30 Unrealized +0.1%
SR SPIRE INC 0.0%
Value ($000) $0 Shares 924 Est. Cost $74.38 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 680 Est. Cost $110.13 Unrealized -23.5%
PRVA PRIVIA HEALTH GROUP INC 0.0%
Value ($000) $0 Shares 2,236 Est. Cost $26.41 Unrealized -3.7%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $0 Shares 709 Est. Cost $184.90 Unrealized -62.5%
LII LENNOX INTL INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $284.19 Unrealized +24.1%
COOPER COS INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $74.52 Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $0 Shares 2,290 Est. Cost $0.02 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 176 Est. Cost $188.09 Unrealized +47.5%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $0 Shares 2,279 Est. Cost $27.58 Unrealized -20.4%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 688 Est. Cost $94.24 Unrealized -10.0%
PCTY PAYLOCITY HLDG CORP 0.0%
Value ($000) $0 Shares 257 Est. Cost $183.04 Unrealized +9.7%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1,746 Est. Cost $14.87 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 5,880 Est. Cost $14.95 Unrealized -34.7%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 1,199 Est. Cost $37.54 Unrealized +12.7%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 47 Est. Cost $49.88 Unrealized +25.8%
FTXO FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 2,097 Est. Cost $14.25 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1,431 Est. Cost $19.44 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 939 Est. Cost $62.75 Unrealized -29.8%
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 1,113 Est. Cost $32.18 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 87 Est. Cost $473.13 Unrealized +2.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $0 Shares 242 Est. Cost $154.04 Unrealized +6.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $0 Shares 504 Est. Cost $73.67 Unrealized +8.9%
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 424 Est. Cost $36.77 Unrealized
IYJ ISHARES TR 0.0%
Value ($000) $0 Shares 394 Est. Cost $113.40 Unrealized
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 212 Est. Cost $207.42 Unrealized -3.2%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 698 Est. Cost $116.78 Unrealized -53.4%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $0 Shares 226 Est. Cost $169.52 Unrealized 0.0%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $0 Shares 263 Est. Cost $127.39 Unrealized +18.1%
PATH UIPATH INC 0.0%
Value ($000) $0 Shares 2,218 Est. Cost $29.93 Unrealized -44.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 989 Est. Cost $52.33 Unrealized -23.3%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 92 Est. Cost $464.50 Unrealized -5.9%
SAIA SAIA INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $280.28 Unrealized +43.9%
CZR CAESARS ENTERTAINMENT INC NE 0.0%
Value ($000) $0 Shares 774 Est. Cost $98.32 Unrealized -46.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $0 Shares 414 Est. Cost $18.32 Unrealized +19.9%
CHE CHEMED CORP NEW 0.0%
Value ($000) $0 Shares 68 Est. Cost $491.31 Unrealized +4.9%
EXPO EXPONENT INC 0.0%
Value ($000) $0 Shares 414 Est. Cost $93.24 Unrealized -6.2%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $0 Shares 1,530 Est. Cost $51.83 Unrealized -53.3%
GCMG GCM GROSVENOR INC 0.0%
Value ($000) $0 Shares 4,371 Est. Cost $6.63 Unrealized +5.8%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $0 Shares 79 Est. Cost $263.81 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $0 Shares 1,491 Est. Cost $23.68 Unrealized
ISHARES TR 0.0%
Value ($000) $0 Shares 1,335 Est. Cost $25.26 Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 849 Est. Cost $30.44 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $0 Shares 1,396 Est. Cost $22.66 Unrealized
ISHARES TR 0.0%
Value ($000) $0 Shares 1,431 Est. Cost $23.90 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 612 Est. Cost $43.39 Unrealized +39.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $0 Shares 137 Est. Cost $333.01 Unrealized -18.5%
IBTJ ISHARES TR 0.0%
Value ($000) $0 Shares 1,528 Est. Cost $21.81 Unrealized
IAC IAC INC 0.0%
Value ($000) $0 Shares 644 Est. Cost $76.94 Unrealized -36.9%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $0 Shares 255 Est. Cost $117.57 Unrealized +4.5%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $0 Shares 1,078 Est. Cost $22.93 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 634 Est. Cost $11.67 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $413.83 Unrealized -1.9%
IBTL ISHARES TR 0.0%
Value ($000) $0 Shares 1,609 Est. Cost $19.70 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 356 Est. Cost $71.51 Unrealized +21.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 133 Est. Cost $98.94 Unrealized +19.6%
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 292 Est. Cost $107.21 Unrealized +1.9%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 175 Est. Cost $164.24 Unrealized +7.7%
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $0 Shares 5,400 Est. Cost $7.62 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $35.51 Unrealized +9.8%
THO THOR INDS INC 0.0%
Value ($000) $0 Shares 307 Est. Cost $88.89 Unrealized +11.6%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,798 Est. Cost $39.20 Unrealized -47.9%
DGRO ISHARES TR 0.0%
Value ($000) $0 Shares 562 Est. Cost $12.93 Unrealized
CPRT COPART INC 0.0%
Value ($000) $0 Shares 660 Est. Cost $39.26 Unrealized +13.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 502 Est. Cost $54.85 Unrealized +3.6%
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $0 Shares 2,487 Est. Cost $8.31 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 844 Est. Cost $28.35 Unrealized +36.8%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $0 Shares 335 Est. Cost $95.84 Unrealized -3.7%
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 148 Est. Cost $129.45 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 517 Est. Cost $45.74 Unrealized +0.9%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $0 Shares 847 Est. Cost $14.12 Unrealized +109.2%
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 430 Est. Cost $201.51 Unrealized -69.1%
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 511 Est. Cost $50.13 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $0 Shares 408 Est. Cost $68.97 Unrealized -13.8%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $0 Shares 447 Est. Cost $81.82 Unrealized -36.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 227 Est. Cost $104.06 Unrealized +4.3%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $0 Shares 504 Est. Cost $51.49 Unrealized +0.3%
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 747 Est. Cost $41.25 Unrealized -19.5%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 714 Est. Cost $78.48 Unrealized -50.9%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 481 Est. Cost $47.82 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $0 Shares 248 Est. Cost $78.94 Unrealized +10.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 313 Est. Cost $67.78 Unrealized -2.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $24.36 Unrealized +312.2%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 1,096 Est. Cost $104.31 Unrealized -77.6%
LPX LOUISIANA PAC CORP 0.0%
Value ($000) $0 Shares 338 Est. Cost $58.96 Unrealized +11.4%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 160 Est. Cost $119.17 Unrealized -4.7%
TRMB TRIMBLE INC 0.0%
Value ($000) $0 Shares 325 Est. Cost $85.87 Unrealized -38.3%
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $0 Shares 2,526 Est. Cost $9.11 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $0 Shares 373 Est. Cost $51.61 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $0 Shares 1,685 Est. Cost $24.97 Unrealized -55.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $0 Shares 320 Est. Cost $60.75 Unrealized -5.9%
GINKGO BIOWORKS HOLDINGS INC 0.0%
Value ($000) $0 Shares 9,350 Est. Cost $1.13 Unrealized
TXNM PNM RES INC 0.0%
Value ($000) $0 Shares 382 Est. Cost $47.69 Unrealized -6.3%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 599 Est. Cost $29.03 Unrealized +4.3%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $0 Shares 1,375 Est. Cost $19.64 Unrealized
SUMMIT MATLS INC 0.0%
Value ($000) $0 Shares 518 Est. Cost $20.76 Unrealized
PD PAGERDUTY INC 0.0%
Value ($000) $0 Shares 724 Est. Cost $25.90 Unrealized -7.9%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $0 Shares 276 Est. Cost $49.28 Unrealized +22.8%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $0 Shares 94 Est. Cost $127.09 Unrealized +13.1%
BBY BEST BUY INC 0.0%
Value ($000) $0 Shares 218 Est. Cost $66.87 Unrealized +2.7%
HISF FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 350 Est. Cost $40.00 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $0 Shares 896 Est. Cost $17.34 Unrealized -2.2%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $0 Shares 196 Est. Cost $69.42 Unrealized +9.3%
CG CARLYLE GROUP INC 0.0%
Value ($000) $0 Shares 498 Est. Cost $29.22 Unrealized +1.7%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 208 Est. Cost $69.76 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $418.73 Unrealized +4.1%
IWD ISHARES TR 0.0%
Value ($000) $0 Shares 91 Est. Cost $143.38 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $0 Shares 128 Est. Cost $91.68 Unrealized +27.6%
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 487 Est. Cost $35.19 Unrealized -22.9%
ISHARES TR 0.0%
Value ($000) $0 Shares 499 Est. Cost $0.03 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $0 Shares 48 Est. Cost $211.19 Unrealized
VCYT VERACYTE INC 0.0%
Value ($000) $0 Shares 566 Est. Cost $35.90 Unrealized -28.4%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 247 Est. Cost $30.55 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 95 Est. Cost $117.98 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 186 Est. Cost $143.74 Unrealized -45.1%
LCII LCI INDS 0.0%
Value ($000) $0 Shares 98 Est. Cost $103.89 Unrealized +9.3%
ARKK ARK ETF TR 0.0%
Value ($000) $0 Shares 300 Est. Cost $82.45 Unrealized
WMG WARNER MUSIC GROUP CORP 0.0%
Value ($000) $0 Shares 369 Est. Cost $29.49 Unrealized 0.0%
PACB PACIFIC BIOSCIENCES CALIF IN 0.0%
Value ($000) $0 Shares 1,379 Est. Cost $17.63 Unrealized -35.2%
PFIG INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 468 Est. Cost $0.02 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $0 Shares 209 Est. Cost $70.60 Unrealized -17.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 195 Est. Cost $144.95 Unrealized -55.2%
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $0 Shares 850 Est. Cost $16.07 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 197 Est. Cost $56.59 Unrealized -13.5%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $150.53 Unrealized +65.6%
JETS ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 579 Est. Cost $17.39 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $331.01 Unrealized +15.4%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 95 Est. Cost $99.47 Unrealized +1.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 119 Est. Cost $154.04 Unrealized -45.8%
MFS MUN INCOME TR 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $6.96 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $0 Shares 129 Est. Cost $73.97 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 Shares 138 Est. Cost $59.80 Unrealized +0.6%
EMXC ISHARES INC 0.0%
Value ($000) $0 Shares 181 Est. Cost $0.05 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $126.88 Unrealized +0.3%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 138 Est. Cost $25.04 Unrealized +124.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 91 Est. Cost $84.70 Unrealized -1.3%
TXG 10X GENOMICS INC 0.0%
Value ($000) $0 Shares 195 Est. Cost $120.08 Unrealized -56.7%
MARATHON OIL CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $13.33 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $0 Shares 1,574 Est. Cost $5.74 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 112 Est. Cost $69.32 Unrealized +0.8%
LGOV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 396 Est. Cost $0.02 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 400 Est. Cost $19.38 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $0 Shares 114 Est. Cost $68.80 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $0 Shares 47 Est. Cost $164.82 Unrealized -7.6%
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 164 Est. Cost $46.61 Unrealized
SPSB SPDR SER TR 0.0%
Value ($000) $0 Shares 253 Est. Cost $11.63 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $0 Shares 79 Est. Cost $134.07 Unrealized -38.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 96 Est. Cost $59.76 Unrealized -9.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $0 Shares 123 Est. Cost $40.90 Unrealized -0.5%
TWST TWIST BIOSCIENCE CORP 0.0%
Value ($000) $0 Shares 252 Est. Cost $21.61 Unrealized +1.7%
MMM 3M CO 0.0%
Value ($000) $0 Shares 58 Est. Cost $122.25 Unrealized -34.9%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $0 Shares 500 Est. Cost $17.79 Unrealized
RGR STURM RUGER & CO INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $59.30 Unrealized -11.4%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 217 Est. Cost $33.24 Unrealized -19.4%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $0 Shares 55 Est. Cost $65.26 Unrealized +10.0%
ISTB ISHARES TR 0.0%
Value ($000) $0 Shares 77 Est. Cost $47.39 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 196 Est. Cost $0.02 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 5 Est. Cost $611.44 Unrealized +27.8%
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 206 Est. Cost $4.81 Unrealized
VISTA OUTDOOR INC 0.0%
Value ($000) $0 Shares 117 Est. Cost $42.06 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 35 Est. Cost $129.82 Unrealized 0.0%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $4.05 Unrealized +94.6%
PRME PRIME MEDICINE INC 0.0%
Value ($000) $0 Shares 321 Est. Cost $16.09 Unrealized -19.3%
FXZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 43 Est. Cost $34.39 Unrealized
KELLANOVA 0.0%
Value ($000) $0 Shares 52 Est. Cost $50.37 Unrealized +9.0%
VTR VENTAS INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $46.19 Unrealized -10.1%
BHP BHP GROUP LTD 0.0%
Value ($000) $0 Shares 28 Est. Cost $31.44 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $0 Shares 44 Est. Cost $1.06 Unrealized
2U INC 0.0%
Value ($000) $0 Shares 613 Est. Cost $16.07 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $0 Shares 151 Est. Cost $0.01 Unrealized
INVITAE CORP 0.0%
Value ($000) $0 Shares 2,701 Est. Cost $14.29 Unrealized
FTXG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 96 Est. Cost $12.76 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 1,537 Est. Cost $6.73 Unrealized -78.9%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $0 Shares 10 Est. Cost $72.48 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $0 Shares 27 Est. Cost $57.91 Unrealized -45.4%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 232 Est. Cost $26.33 Unrealized -80.9%
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 875 Est. Cost $1.22 Unrealized -21.7%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 26 Est. Cost $60.98 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 27 Est. Cost $0.02 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.0%
Value ($000) $0 Shares 28 Est. Cost $0.02 Unrealized
SE SEA LTD 0.0%
Value ($000) $0 Shares 13 Est. Cost $118.28 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $0 Shares 30 Est. Cost $93.42 Unrealized
SONO SONOS INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $19.08 Unrealized -22.2%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.45 Unrealized
ARVLF ARRIVAL 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.16 Unrealized -43.5%
CANOO INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $2.00 Unrealized
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $29.64 Unrealized 0.0%
WORKHORSE GROUP INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $4.44 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.0%
Value ($000) $0 Shares 10 Est. Cost $24.39 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.57 Unrealized -33.8%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $14.28 Unrealized +3.9%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $21.31 Unrealized -13.0%
FUELCELL ENERGY INC 0.0%
Value ($000) $0 Shares 218 Est. Cost $5.23 Unrealized
VFC V F CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $76.70 Unrealized -75.2%
ENZO BIOCHEM INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $3.33 Unrealized