PRIVATE CLIENT SERVICES, LLC Diversified Active

CIK: 0001457005 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 8, 2025

Total Value ($000): $186,060 (100.0% shares, 0.0% debt)

Holdings (186)

GOCT FIRST TR EXCHNG TRADED FD VI 5.2%
Value ($000) $9,757 Shares 278,853 Est. Cost $34.99 Unrealized
IVV ISHARES TR 4.9%
Value ($000) $9,182 Shares 15,597 Est. Cost $500.56 Unrealized
OEF ISHARES TR 4.1%
Value ($000) $7,622 Shares 26,389 Est. Cost $232.79 Unrealized
SPY SPDR S&P 500 ETF TR 3.8%
Value ($000) $7,159 Shares 12,216 Est. Cost $511.97 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $4,173 Shares 16,664 Est. Cost $182.31 Unrealized +28.6%
TUA SIMPLIFY EXCHANGE TRADED FUN 2.1%
Value ($000) $3,897 Shares 183,665 Est. Cost $22.90 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $3,883 Shares 22,158 Est. Cost $161.46 Unrealized
TLT ISHARES TR 2.1%
Value ($000) $3,866 Shares 44,271 Est. Cost $97.25 Unrealized
QQQ INVESCO QQQ TR 2.0%
Value ($000) $3,810 Shares 7,452 Est. Cost $454.74 Unrealized
COWZ PACER FDS TR 2.0%
Value ($000) $3,656 Shares 64,731 Est. Cost $57.31 Unrealized
IEFA ISHARES TR 1.9%
Value ($000) $3,486 Shares 49,608 Est. Cost $72.22 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.7%
Value ($000) $3,200 Shares 180,764 Est. Cost $17.06 Unrealized
IBHF ISHARES TR 1.7%
Value ($000) $3,177 Shares 137,254 Est. Cost $23.01 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 1.6%
Value ($000) $3,027 Shares 131,228 Est. Cost $22.82 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $2,743 Shares 6,508 Est. Cost $374.55 Unrealized +12.8%
INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $2,566 Shares 124,266 Est. Cost $20.46 Unrealized
BIL SPDR SER TR 1.3%
Value ($000) $2,468 Shares 26,994 Est. Cost $91.62 Unrealized
NUVEEN MORTGAGE AND INCOME F 1.3%
Value ($000) $2,464 Shares 136,872 Est. Cost $18.13 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 1.3%
Value ($000) $2,454 Shares 49,393 Est. Cost $51.41 Unrealized
QUAL ISHARES TR 1.3%
Value ($000) $2,430 Shares 13,643 Est. Cost $174.81 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $2,331 Shares 40,513 Est. Cost $55.19 Unrealized
VOO VANGUARD INDEX FDS 1.2%
Value ($000) $2,303 Shares 4,274 Est. Cost $444.92 Unrealized
NOW SERVICENOW INC 1.2%
Value ($000) $2,219 Shares 2,093 Est. Cost $139.64 Unrealized +45.1%
FIX COMFORT SYS USA INC 1.1%
Value ($000) $2,077 Shares 4,899 Est. Cost $321.05 Unrealized +36.2%
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $2,057 Shares 15,320 Est. Cost $97.51 Unrealized +41.3%
AMZN AMAZON COM INC 1.1%
Value ($000) $2,015 Shares 9,186 Est. Cost $142.68 Unrealized +43.4%
GOOG ALPHABET INC 1.0%
Value ($000) $1,923 Shares 10,099 Est. Cost $141.63 Unrealized +24.0%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $1,901 Shares 43,156 Est. Cost $41.83 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $1,828 Shares 6,922 Est. Cost $244.87 Unrealized
JLL JONES LANG LASALLE INC 1.0%
Value ($000) $1,817 Shares 7,177 Est. Cost $266.50 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC 0.9%
Value ($000) $1,633 Shares 12,851 Est. Cost $48.87 Unrealized +172.0%
RGLD ROYAL GOLD INC 0.9%
Value ($000) $1,592 Shares 12,072 Est. Cost $136.84 Unrealized +5.5%
EOCT INNOVATOR ETFS TRUST 0.8%
Value ($000) $1,485 Shares 57,254 Est. Cost $25.94 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $1,483 Shares 15,303 Est. Cost $99.32 Unrealized
EME EMCOR GROUP INC 0.8%
Value ($000) $1,477 Shares 3,253 Est. Cost $285.32 Unrealized +65.5%
EVR EVERCORE INC 0.8%
Value ($000) $1,453 Shares 5,241 Est. Cost $245.18 Unrealized +13.9%
AYI ACUITY BRANDS INC 0.7%
Value ($000) $1,377 Shares 4,713 Est. Cost $311.23 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,368 Shares 5,708 Est. Cost $149.65 Unrealized +52.4%
VB VANGUARD INDEX FDS 0.7%
Value ($000) $1,365 Shares 5,680 Est. Cost $214.69 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value ($000) $1,301 Shares 64,575 Est. Cost $17.95 Unrealized
SPYV SPDR SER TR 0.7%
Value ($000) $1,253 Shares 24,495 Est. Cost $49.84 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $1,205 Shares 2,057 Est. Cost $454.55 Unrealized +28.6%
UCON FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,198 Shares 48,594 Est. Cost $24.83 Unrealized
NTAP NETAPP INC 0.6%
Value ($000) $1,178 Shares 10,151 Est. Cost $108.58 Unrealized +9.7%
SD SANDRIDGE ENERGY INC 0.6%
Value ($000) $1,176 Shares 100,456 Est. Cost $12.67 Unrealized -8.8%
GLD SPDR GOLD TR 0.6%
Value ($000) $1,162 Shares 4,800 Est. Cost $195.40 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,106 Shares 15,380 Est. Cost $73.60 Unrealized
SPYG SPDR SER TR 0.6%
Value ($000) $1,086 Shares 12,354 Est. Cost $84.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,055 Shares 2,328 Est. Cost $360.53 Unrealized +28.1%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,013 Shares 9,418 Est. Cost $97.91 Unrealized +14.8%
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,013 Shares 5,981 Est. Cost $149.50 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $992 Shares 2,230 Est. Cost $554.65 Unrealized -10.7%
MUB ISHARES TR 0.5%
Value ($000) $967 Shares 9,071 Est. Cost $108.37 Unrealized
KAUG INNOVATOR ETFS TRUST 0.5%
Value ($000) $962 Shares 38,265 Est. Cost $25.04 Unrealized
CALF PACER FDS TR 0.5%
Value ($000) $948 Shares 21,538 Est. Cost $49.03 Unrealized
XES SPDR SER TR 0.5%
Value ($000) $923 Shares 11,697 Est. Cost $78.92 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $905 Shares 1,172 Est. Cost $627.79 Unrealized +30.8%
RLY SSGA ACTIVE ETF TR 0.5%
Value ($000) $875 Shares 32,378 Est. Cost $27.66 Unrealized
LCII LCI INDS 0.5%
Value ($000) $871 Shares 8,420 Est. Cost $109.51 Unrealized 0.0%
EFA ISHARES TR 0.5%
Value ($000) $870 Shares 11,508 Est. Cost $75.86 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $866 Shares 4,574 Est. Cost $133.35 Unrealized +30.6%
VRTS VIRTUS INVT PARTNERS INC 0.4%
Value ($000) $799 Shares 3,622 Est. Cost $212.39 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $794 Shares 866 Est. Cost $593.42 Unrealized +55.5%
FIXD FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $763 Shares 17,748 Est. Cost $44.83 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $758 Shares 3,269 Est. Cost $152.97 Unrealized +19.5%
VTEB VANGUARD MUN BD FDS 0.4%
Value ($000) $740 Shares 14,759 Est. Cost $51.02 Unrealized
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $740 Shares 1,802 Est. Cost $338.03 Unrealized
NFTY FIRST TR EXCH TRD ALPHDX FD 0.4%
Value ($000) $719 Shares 12,848 Est. Cost $57.14 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $719 Shares 22,874 Est. Cost $31.34 Unrealized
WMT WALMART INC 0.4%
Value ($000) $715 Shares 7,909 Est. Cost $57.64 Unrealized +48.9%
AFL AFLAC INC 0.4%
Value ($000) $688 Shares 6,653 Est. Cost $77.18 Unrealized +37.9%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $625 Shares 2,689 Est. Cost $193.13 Unrealized
COWG PACER FDS TR 0.3%
Value ($000) $577 Shares 18,000 Est. Cost $32.04 Unrealized
USRT ISHARES TR 0.3%
Value ($000) $562 Shares 9,812 Est. Cost $55.21 Unrealized
V VISA INC 0.3%
Value ($000) $555 Shares 1,756 Est. Cost $244.92 Unrealized +21.8%
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $541 Shares 3,347 Est. Cost $145.01 Unrealized
WSM WILLIAMS SONOMA INC 0.3%
Value ($000) $536 Shares 2,892 Est. Cost $141.42 Unrealized +10.4%
IYW ISHARES TR 0.3%
Value ($000) $533 Shares 3,343 Est. Cost $152.38 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $531 Shares 12,162 Est. Cost $43.47 Unrealized
SYBT STOCK YDS BANCORP INC 0.3%
Value ($000) $521 Shares 7,280 Est. Cost $44.47 Unrealized +58.4%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $513 Shares 4,021 Est. Cost $112.07 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $500 Shares 2,263 Est. Cost $212.18 Unrealized
SMH VANECK ETF TRUST 0.3%
Value ($000) $500 Shares 2,064 Est. Cost $230.47 Unrealized
USTB VICTORY PORTFOLIOS II 0.3%
Value ($000) $498 Shares 9,921 Est. Cost $50.69 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value ($000) $493 Shares 793 Est. Cost $485.78 Unrealized
INTU INTUIT 0.3%
Value ($000) $484 Shares 771 Est. Cost $548.62 Unrealized +15.7%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $481 Shares 1,400 Est. Cost $343.41 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $470 Shares 5,490 Est. Cost $84.04 Unrealized
DYNF BLACKROCK ETF TRUST 0.2%
Value ($000) $461 Shares 9,000 Est. Cost $51.25 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $460 Shares 16,841 Est. Cost $44.16 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value ($000) $439 Shares 1,731 Est. Cost $251.16 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $438 Shares 832 Est. Cost $407.12 Unrealized +26.4%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $434 Shares 4,936 Est. Cost $90.47 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $431 Shares 5,519 Est. Cost $77.72 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $425 Shares 8,476 Est. Cost $50.17 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $419 Shares 5,479 Est. Cost $78.85 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $407 Shares 5,181 Est. Cost $79.94 Unrealized
SHYG ISHARES TR 0.2%
Value ($000) $403 Shares 9,449 Est. Cost $43.20 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $396 Shares 3,059 Est. Cost $116.28 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $385 Shares 7,903 Est. Cost $49.35 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $379 Shares 4,254 Est. Cost $88.56 Unrealized
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $377 Shares 2,615 Est. Cost $164.34 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $372 Shares 14,412 Est. Cost $41.61 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $351 Shares 1,212 Est. Cost $261.41 Unrealized +11.0%
XLSR SSGA ACTIVE TR 0.2%
Value ($000) $351 Shares 6,575 Est. Cost $50.25 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $349 Shares 2,902 Est. Cost $83.77 Unrealized +44.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $345 Shares 1,420 Est. Cost $216.09 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $343 Shares 1,183 Est. Cost $240.94 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $342 Shares 2,484 Est. Cost $136.37 Unrealized
FICS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $341 Shares 10,048 Est. Cost $36.77 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $340 Shares 6,758 Est. Cost $50.67 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $339 Shares 6,662 Est. Cost $50.98 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $334 Shares 8,988 Est. Cost $29.11 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $331 Shares 16,915 Est. Cost $14.04 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $328 Shares 6,094 Est. Cost $51.16 Unrealized +5.6%
RTX RTX CORPORATION 0.2%
Value ($000) $325 Shares 2,806 Est. Cost $89.13 Unrealized +32.7%
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $321 Shares 6,357 Est. Cost $51.10 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $318 Shares 629 Est. Cost $511.90 Unrealized +8.0%
ESGU ISHARES TR 0.2%
Value ($000) $316 Shares 2,453 Est. Cost $104.93 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $307 Shares 1,566 Est. Cost $170.59 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $305 Shares 783 Est. Cost $312.02 Unrealized +27.3%
USFR WISDOMTREE TR 0.2%
Value ($000) $304 Shares 6,040 Est. Cost $50.32 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $302 Shares 1,811 Est. Cost $124.19 Unrealized +41.6%
LOW LOWES COS INC 0.2%
Value ($000) $298 Shares 1,208 Est. Cost $223.83 Unrealized +16.8%
CDL VICTORY PORTFOLIOS II 0.2%
Value ($000) $291 Shares 4,448 Est. Cost $59.72 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $290 Shares 8,086 Est. Cost $34.92 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value ($000) $290 Shares 3,123 Est. Cost $89.97 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $282 Shares 5,925 Est. Cost $47.52 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $282 Shares 2,833 Est. Cost $103.24 Unrealized -4.4%
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $281 Shares 1,337 Est. Cost $210.38 Unrealized
TCAF T ROWE PRICE ETF INC 0.2%
Value ($000) $281 Shares 8,442 Est. Cost $27.63 Unrealized
ANF ABERCROMBIE & FITCH CO 0.2%
Value ($000) $281 Shares 1,878 Est. Cost $144.98 Unrealized +0.8%
DIVO AMPLIFY ETF TR 0.2%
Value ($000) $280 Shares 6,921 Est. Cost $36.55 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $274 Shares 4,011 Est. Cost $68.83 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $269 Shares 10,419 Est. Cost $38.65 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $269 Shares 5,140 Est. Cost $45.53 Unrealized +7.2%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $267 Shares 1,929 Est. Cost $131.44 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $266 Shares 3,595 Est. Cost $56.12 Unrealized +31.5%
VICTORY PORTFOLIOS II 0.1%
Value ($000) $266 Shares 3,594 Est. Cost $68.35 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $264 Shares 12,895 Est. Cost $21.15 Unrealized
CFA VICTORY PORTFOLIOS II 0.1%
Value ($000) $261 Shares 3,069 Est. Cost $80.21 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $259 Shares 2,194 Est. Cost $100.93 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $259 Shares 3,756 Est. Cost $57.07 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $254 Shares 476 Est. Cost $418.45 Unrealized +25.8%
VICTORY PORTFOLIOS II 0.1%
Value ($000) $252 Shares 6,029 Est. Cost $42.31 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $249 Shares 2,612 Est. Cost $95.42 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $249 Shares 3,292 Est. Cost $79.77 Unrealized
AOM ISHARES TR 0.1%
Value ($000) $246 Shares 5,662 Est. Cost $43.44 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $246 Shares 2,345 Est. Cost $98.03 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $246 Shares 2,232 Est. Cost $110.13 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $245 Shares 1,691 Est. Cost $137.86 Unrealized +5.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $242 Shares 3,369 Est. Cost $74.87 Unrealized +0.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $241 Shares 1,665 Est. Cost $145.83 Unrealized +2.6%
IJR ISHARES TR 0.1%
Value ($000) $240 Shares 2,080 Est. Cost $108.63 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $240 Shares 3,845 Est. Cost $103.71 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $239 Shares 24,790 Est. Cost $8.52 Unrealized
ICOW PACER FDS TR 0.1%
Value ($000) $238 Shares 8,161 Est. Cost $31.86 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $236 Shares 11,342 Est. Cost $22.09 Unrealized
FTHI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $236 Shares 10,147 Est. Cost $23.02 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $234 Shares 263 Est. Cost $82.31 Unrealized 0.0%
FDT FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $234 Shares 4,320 Est. Cost $57.23 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $232 Shares 2,692 Est. Cost $104.20 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $231 Shares 6,555 Est. Cost $36.32 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $231 Shares 5,512 Est. Cost $40.51 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $230 Shares 46 Est. Cost $4764.13 Unrealized 0.0%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $229 Shares 3,877 Est. Cost $59.21 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $229 Shares 2,582 Est. Cost $78.03 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $228 Shares 9,535 Est. Cost $23.70 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $228 Shares 2,186 Est. Cost $111.35 Unrealized
IMTB ISHARES TR 0.1%
Value ($000) $224 Shares 5,275 Est. Cost $44.29 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $223 Shares 1,847 Est. Cost $117.72 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $220 Shares 518 Est. Cost $425.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $214 Shares 440 Est. Cost $527.20 Unrealized 0.0%
BRBS BLUE RIDGE BANKSHARES INC VA 0.1%
Value ($000) $212 Shares 65,938 Est. Cost $2.89 Unrealized +3.0%
FTGS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $212 Shares 6,752 Est. Cost $31.40 Unrealized
SCHJ SCHWAB STRATEGIC TR 0.1%
Value ($000) $211 Shares 8,641 Est. Cost $36.55 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $210 Shares 402 Est. Cost $520.85 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $206 Shares 509 Est. Cost $321.74 Unrealized 0.0%
HYMB SPDR SER TR 0.1%
Value ($000) $205 Shares 8,024 Est. Cost $26.27 Unrealized
DE DEERE & CO 0.1%
Value ($000) $203 Shares 480 Est. Cost $413.99 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $203 Shares 8,904 Est. Cost $18.78 Unrealized +14.5%
QYLD GLOBAL X FDS 0.1%
Value ($000) $202 Shares 11,098 Est. Cost $18.22 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $201 Shares 1,018 Est. Cost $197.49 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.1%
Value ($000) $200 Shares 5,727 Est. Cost $34.97 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $200 Shares 1,857 Est. Cost $105.91 Unrealized +2.7%
RYLD GLOBAL X FDS 0.1%
Value ($000) $183 Shares 11,185 Est. Cost $16.34 Unrealized