PRIVATE CLIENT SERVICES, LLC Diversified Active

CIK: 0001457005 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 8, 2025

Total Value ($000): $202,158 (100.0% shares, 0.0% debt)

Holdings (185)

IVV ISHARES TR 6.6%
Value ($000) $13,374 Shares 23,802 Est. Cost $521.70 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 4.1%
Value ($000) $8,321 Shares 48,034 Est. Cost $167.80 Unrealized
OEF ISHARES TR 3.6%
Value ($000) $7,222 Shares 26,665 Est. Cost $233.18 Unrealized
IEFA ISHARES TR 3.2%
Value ($000) $6,555 Shares 86,644 Est. Cost $73.69 Unrealized
SPY SPDR S&P 500 ETF TR 3.0%
Value ($000) $6,094 Shares 10,895 Est. Cost $511.97 Unrealized
BIL SPDR SER TR 2.8%
Value ($000) $5,619 Shares 61,256 Est. Cost $91.68 Unrealized
COWZ PACER FDS TR 2.5%
Value ($000) $5,141 Shares 93,875 Est. Cost $56.52 Unrealized
UDEC INNOVATOR ETFS TRUST 2.2%
Value ($000) $4,417 Shares 128,771 Est. Cost $34.30 Unrealized
TLT ISHARES TR 2.1%
Value ($000) $4,245 Shares 46,636 Est. Cost $96.93 Unrealized
QQQ INVESCO QQQ TR 1.9%
Value ($000) $3,912 Shares 8,342 Est. Cost $456.26 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $3,735 Shares 82,525 Est. Cost $43.47 Unrealized
VTIP VANGUARD MALVERN FDS 1.8%
Value ($000) $3,711 Shares 74,371 Est. Cost $49.90 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.6%
Value ($000) $3,185 Shares 181,081 Est. Cost $17.06 Unrealized
IBHF ISHARES TR 1.6%
Value ($000) $3,153 Shares 135,774 Est. Cost $23.01 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $3,067 Shares 13,808 Est. Cost $182.31 Unrealized +26.6%
VO VANGUARD INDEX FDS 1.5%
Value ($000) $3,014 Shares 11,653 Est. Cost $250.45 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $2,995 Shares 129,946 Est. Cost $22.82 Unrealized
INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $2,553 Shares 123,433 Est. Cost $20.46 Unrealized
NUVEEN MORTGAGE AND INCOME F 1.2%
Value ($000) $2,519 Shares 134,205 Est. Cost $18.13 Unrealized
MTBA SIMPLIFY EXCHANGE TRADED FUN 1.2%
Value ($000) $2,476 Shares 49,386 Est. Cost $51.41 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $2,384 Shares 41,731 Est. Cost $55.25 Unrealized
QUAL ISHARES TR 1.1%
Value ($000) $2,287 Shares 13,382 Est. Cost $174.81 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 1.1%
Value ($000) $2,281 Shares 67,357 Est. Cost $33.86 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $2,237 Shares 22,611 Est. Cost $99.19 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $2,224 Shares 4,327 Est. Cost $445.76 Unrealized
RLY SSGA ACTIVE ETF TR 1.1%
Value ($000) $2,174 Shares 76,188 Est. Cost $28.17 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value ($000) $2,050 Shares 9,246 Est. Cost $217.42 Unrealized
BND VANGUARD BD INDEX FDS 1.0%
Value ($000) $1,934 Shares 26,334 Est. Cost $73.54 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $1,862 Shares 17,184 Est. Cost $100.68 Unrealized +25.9%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,856 Shares 4,943 Est. Cost $374.55 Unrealized +8.2%
DYNF BLACKROCK ETF TRUST 0.9%
Value ($000) $1,852 Shares 37,982 Est. Cost $49.35 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $1,774 Shares 9,325 Est. Cost $143.79 Unrealized +50.9%
SPYV SPDR SER TR 0.8%
Value ($000) $1,708 Shares 33,438 Est. Cost $50.17 Unrealized
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $1,690 Shares 6,891 Est. Cost $167.03 Unrealized +50.2%
CART MAPLEBEAR INC 0.8%
Value ($000) $1,665 Shares 41,749 Est. Cost $44.42 Unrealized 0.0%
JLL JONES LANG LASALLE INC 0.8%
Value ($000) $1,664 Shares 6,714 Est. Cost $266.50 Unrealized -1.3%
RGLD ROYAL GOLD INC 0.8%
Value ($000) $1,654 Shares 10,117 Est. Cost $136.84 Unrealized +7.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,597 Shares 2 Est. Cost $729330.75 Unrealized 0.0%
BDC BELDEN INC 0.7%
Value ($000) $1,434 Shares 14,309 Est. Cost $110.72 Unrealized 0.0%
SPYG SPDR SER TR 0.7%
Value ($000) $1,342 Shares 16,696 Est. Cost $83.49 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $1,318 Shares 4,574 Est. Cost $195.40 Unrealized
NFTY FIRST TR EXCH TRD ALPHDX FD 0.6%
Value ($000) $1,303 Shares 23,376 Est. Cost $56.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,277 Shares 2,398 Est. Cost $364.19 Unrealized +33.5%
EVR EVERCORE INC 0.6%
Value ($000) $1,217 Shares 6,095 Est. Cost $245.35 Unrealized +0.4%
META META PLATFORMS INC 0.6%
Value ($000) $1,188 Shares 2,061 Est. Cost $454.55 Unrealized +41.5%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,161 Shares 9,764 Est. Cost $98.24 Unrealized +9.1%
GOOG ALPHABET INC 0.6%
Value ($000) $1,124 Shares 7,194 Est. Cost $141.63 Unrealized +28.8%
SCHP SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,106 Shares 41,133 Est. Cost $32.05 Unrealized
CALF PACER FDS TR 0.5%
Value ($000) $1,090 Shares 29,060 Est. Cost $46.04 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,040 Shares 6,022 Est. Cost $149.50 Unrealized
SD SANDRIDGE ENERGY INC 0.5%
Value ($000) $1,011 Shares 88,512 Est. Cost $12.67 Unrealized -6.4%
USRT ISHARES TR 0.5%
Value ($000) $998 Shares 17,321 Est. Cost $56.25 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $959 Shares 1,162 Est. Cost $627.79 Unrealized +31.7%
WMT WALMART INC 0.5%
Value ($000) $943 Shares 10,744 Est. Cost $66.95 Unrealized +38.8%
EFA ISHARES TR 0.5%
Value ($000) $934 Shares 11,431 Est. Cost $75.86 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $932 Shares 6,030 Est. Cost $144.78 Unrealized +24.8%
ALKS ALKERMES PLC 0.5%
Value ($000) $929 Shares 28,132 Est. Cost $32.61 Unrealized 0.0%
MUB ISHARES TR 0.5%
Value ($000) $918 Shares 8,705 Est. Cost $108.37 Unrealized
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $914 Shares 8,179 Est. Cost $161.52 Unrealized 0.0%
CRUS CIRRUS LOGIC INC 0.4%
Value ($000) $909 Shares 9,121 Est. Cost $103.04 Unrealized 0.0%
PIPR PIPER SANDLER COMPANIES 0.4%
Value ($000) $880 Shares 3,554 Est. Cost $286.30 Unrealized 0.0%
MAT MATTEL INC 0.4%
Value ($000) $868 Shares 44,672 Est. Cost $19.84 Unrealized 0.0%
AFL AFLAC INC 0.4%
Value ($000) $840 Shares 7,558 Est. Cost $80.40 Unrealized +29.4%
XES SPDR SER TR 0.4%
Value ($000) $836 Shares 11,719 Est. Cost $78.92 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.4%
Value ($000) $831 Shares 34,549 Est. Cost $17.95 Unrealized
VMI VALMONT INDS INC 0.4%
Value ($000) $825 Shares 2,892 Est. Cost $326.11 Unrealized 0.0%
EOCT INNOVATOR ETFS TRUST 0.4%
Value ($000) $813 Shares 30,500 Est. Cost $25.94 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $793 Shares 25,813 Est. Cost $31.27 Unrealized
NOW SERVICENOW INC 0.4%
Value ($000) $712 Shares 894 Est. Cost $139.64 Unrealized +38.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $710 Shares 751 Est. Cost $593.42 Unrealized +63.6%
AVGO BROADCOM INC 0.3%
Value ($000) $705 Shares 4,209 Est. Cost $165.67 Unrealized +26.7%
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $649 Shares 13,070 Est. Cost $51.02 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $637 Shares 14,536 Est. Cost $44.83 Unrealized
V VISA INC 0.3%
Value ($000) $637 Shares 1,818 Est. Cost $248.04 Unrealized +35.6%
FIX COMFORT SYS USA INC 0.3%
Value ($000) $610 Shares 1,892 Est. Cost $321.05 Unrealized +25.2%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $601 Shares 1,621 Est. Cost $338.03 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $556 Shares 2,692 Est. Cost $193.13 Unrealized
COWG PACER FDS TR 0.3%
Value ($000) $554 Shares 18,000 Est. Cost $32.04 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $548 Shares 15,964 Est. Cost $34.99 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $537 Shares 12,054 Est. Cost $43.47 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $537 Shares 3,345 Est. Cost $145.01 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $529 Shares 3,769 Est. Cost $151.03 Unrealized
SYBT STOCK YDS BANCORP INC 0.2%
Value ($000) $503 Shares 7,280 Est. Cost $44.47 Unrealized +61.6%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $502 Shares 3,895 Est. Cost $112.07 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $499 Shares 8,461 Est. Cost $58.96 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $498 Shares 10,811 Est. Cost $46.08 Unrealized
JNK SPDR SER TR 0.2%
Value ($000) $494 Shares 5,181 Est. Cost $95.36 Unrealized
AYI ACUITY BRANDS INC 0.2%
Value ($000) $492 Shares 1,870 Est. Cost $311.23 Unrealized -3.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $475 Shares 867 Est. Cost $412.56 Unrealized +31.4%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $472 Shares 16,877 Est. Cost $44.16 Unrealized
KAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $471 Shares 19,605 Est. Cost $25.04 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $468 Shares 5,012 Est. Cost $84.04 Unrealized
INTU INTUIT 0.2%
Value ($000) $468 Shares 762 Est. Cost $548.62 Unrealized +8.9%
FTGS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $468 Shares 15,720 Est. Cost $30.46 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $453 Shares 2,856 Est. Cost $83.77 Unrealized +63.5%
GSY INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $453 Shares 9,037 Est. Cost $50.16 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $449 Shares 6,103 Est. Cost $78.99 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value ($000) $445 Shares 1,682 Est. Cost $251.16 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $440 Shares 5,579 Est. Cost $77.73 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $436 Shares 2,063 Est. Cost $230.47 Unrealized
ICOW PACER FDS TR 0.2%
Value ($000) $434 Shares 13,810 Est. Cost $31.68 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $432 Shares 1,400 Est. Cost $343.41 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $430 Shares 792 Est. Cost $485.78 Unrealized
EME EMCOR GROUP INC 0.2%
Value ($000) $417 Shares 1,127 Est. Cost $285.32 Unrealized +51.3%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $412 Shares 22,185 Est. Cost $15.12 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $400 Shares 4,416 Est. Cost $88.63 Unrealized
IWS ISHARES TR 0.2%
Value ($000) $386 Shares 3,064 Est. Cost $116.28 Unrealized
FTCB FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $373 Shares 17,758 Est. Cost $20.99 Unrealized
USFR WISDOMTREE TR 0.2%
Value ($000) $370 Shares 7,356 Est. Cost $50.33 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $364 Shares 7,131 Est. Cost $50.99 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $364 Shares 2,493 Est. Cost $136.37 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $363 Shares 1,880 Est. Cost $205.37 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $363 Shares 2,739 Est. Cost $89.13 Unrealized +40.0%
LDOS LEIDOS HOLDINGS INC 0.2%
Value ($000) $363 Shares 2,688 Est. Cost $163.63 Unrealized -15.5%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $358 Shares 1,303 Est. Cost $244.07 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $356 Shares 1,139 Est. Cost $261.41 Unrealized +12.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $351 Shares 7,131 Est. Cost $49.35 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $349 Shares 6,868 Est. Cost $51.08 Unrealized
XLSR SSGA ACTIVE TR 0.2%
Value ($000) $346 Shares 6,824 Est. Cost $50.27 Unrealized
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $340 Shares 2,153 Est. Cost $141.42 Unrealized +34.9%
D DOMINION ENERGY INC 0.2%
Value ($000) $339 Shares 6,046 Est. Cost $51.16 Unrealized +3.1%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $334 Shares 3,958 Est. Cost $87.82 Unrealized 0.0%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $333 Shares 15,142 Est. Cost $22.90 Unrealized
ECOW PACER FDS TR 0.2%
Value ($000) $330 Shares 16,141 Est. Cost $20.42 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $323 Shares 1,932 Est. Cost $139.43 Unrealized +7.9%
MO ALTRIA GROUP INC 0.2%
Value ($000) $312 Shares 5,203 Est. Cost $45.59 Unrealized +11.9%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $311 Shares 6,111 Est. Cost $50.83 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $308 Shares 8,988 Est. Cost $29.11 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $307 Shares 1,540 Est. Cost $212.18 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $305 Shares 1,572 Est. Cost $170.59 Unrealized
CDL VICTORY PORTFOLIOS II 0.2%
Value ($000) $304 Shares 4,435 Est. Cost $59.72 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $301 Shares 823 Est. Cost $315.36 Unrealized +20.7%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $301 Shares 3,925 Est. Cost $78.85 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $297 Shares 2,434 Est. Cost $104.93 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $290 Shares 25,020 Est. Cost $8.52 Unrealized
FIIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $287 Shares 13,842 Est. Cost $21.12 Unrealized
DIVO AMPLIFY ETF TR 0.1%
Value ($000) $284 Shares 6,970 Est. Cost $36.55 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $282 Shares 3,597 Est. Cost $56.12 Unrealized +38.4%
FMF FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $280 Shares 6,078 Est. Cost $47.48 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $279 Shares 3,109 Est. Cost $90.47 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $276 Shares 4,733 Est. Cost $95.20 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $274 Shares 1,957 Est. Cost $126.98 Unrealized +27.2%
VICTORY PORTFOLIOS II 0.1%
Value ($000) $273 Shares 6,029 Est. Cost $42.31 Unrealized
TCAF T ROWE PRICE ETF INC 0.1%
Value ($000) $273 Shares 8,442 Est. Cost $27.63 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $271 Shares 1,633 Est. Cost $145.83 Unrealized +4.5%
ITA ISHARES TR 0.1%
Value ($000) $268 Shares 1,748 Est. Cost $153.12 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $266 Shares 7,954 Est. Cost $34.92 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $262 Shares 281 Est. Cost $83.13 Unrealized +14.4%
SHV ISHARES TR 0.1%
Value ($000) $262 Shares 2,369 Est. Cost $110.15 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $261 Shares 3,313 Est. Cost $79.77 Unrealized
FDT FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $258 Shares 4,435 Est. Cost $57.25 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $256 Shares 3,885 Est. Cost $57.36 Unrealized
VFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $254 Shares 7,417 Est. Cost $34.28 Unrealized
CFA VICTORY PORTFOLIOS II 0.1%
Value ($000) $253 Shares 2,992 Est. Cost $80.21 Unrealized
T AT&T INC 0.1%
Value ($000) $252 Shares 8,918 Est. Cost $18.78 Unrealized +29.7%
LGOV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $251 Shares 11,669 Est. Cost $22.08 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $248 Shares 2,369 Est. Cost $108.14 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $245 Shares 2,619 Est. Cost $78.25 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $242 Shares 2,745 Est. Cost $89.97 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $241 Shares 2,018 Est. Cost $100.93 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $239 Shares 569 Est. Cost $425.15 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $235 Shares 2,356 Est. Cost $98.03 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $234 Shares 6,555 Est. Cost $36.32 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $233 Shares 900 Est. Cost $326.75 Unrealized +2.0%
XYLD GLOBAL X FDS 0.1%
Value ($000) $232 Shares 5,878 Est. Cost $40.45 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $231 Shares 477 Est. Cost $418.45 Unrealized +23.9%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $230 Shares 9,028 Est. Cost $23.70 Unrealized
FTHI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $227 Shares 10,378 Est. Cost $23.00 Unrealized
AOM ISHARES TR 0.1%
Value ($000) $227 Shares 5,165 Est. Cost $43.44 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $225 Shares 1,850 Est. Cost $117.72 Unrealized +2.0%
MCK MCKESSON CORP 0.1%
Value ($000) $225 Shares 334 Est. Cost $615.89 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $224 Shares 1,347 Est. Cost $189.80 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $223 Shares 9,535 Est. Cost $38.65 Unrealized
BLK BLACKROCK INC 0.1%
Value ($000) $223 Shares 235 Est. Cost $961.85 Unrealized 0.0%
BRBS BLUE RIDGE BANKSHARES INC VA 0.1%
Value ($000) $215 Shares 65,938 Est. Cost $2.89 Unrealized +11.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $213 Shares 46 Est. Cost $4764.13 Unrealized -0.3%
KO COCA COLA CO 0.1%
Value ($000) $211 Shares 2,952 Est. Cost $64.97 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $209 Shares 1,226 Est. Cost $184.92 Unrealized 0.0%
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $206 Shares 10,867 Est. Cost $18.94 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $205 Shares 12,315 Est. Cost $18.06 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $204 Shares 653 Est. Cost $349.45 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $202 Shares 866 Est. Cost $223.83 Unrealized +8.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $200 Shares 902 Est. Cost $216.09 Unrealized
RYLD GLOBAL X FDS 0.1%
Value ($000) $189 Shares 12,492 Est. Cost $16.21 Unrealized
REAX THE REAL BROKERAGE INC 0.0%
Value ($000) $86 Shares 21,192 Est. Cost $4.75 Unrealized 0.0%