Avidian Wealth Solutions, LLC Diversified Active

CIK: 0001471474 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 13, 2023

Total Value ($000): $1,419,943 (100.0% shares, 0.0% debt)

Holdings (397)

IVV ISHARES TR 13.1%
Value ($000) $186,296 Shares 433,822 Est. Cost $354.22 Unrealized
IEFA ISHARES TR 6.7%
Value ($000) $95,387 Shares 1,482,317 Est. Cost $65.68 Unrealized
IEMG ISHARES INC 4.0%
Value ($000) $57,175 Shares 1,201,407 Est. Cost $52.66 Unrealized
MBB ISHARES TR 3.2%
Value ($000) $45,503 Shares 512,424 Est. Cost $108.52 Unrealized
IWF ISHARES TR 2.8%
Value ($000) $40,010 Shares 150,417 Est. Cost $190.28 Unrealized
SPYM SPDR SER TR 2.4%
Value ($000) $34,501 Shares 686,455 Est. Cost $49.19 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $32,655 Shares 190,732 Est. Cost $119.47 Unrealized +51.8%
IUSB ISHARES TR 2.2%
Value ($000) $31,512 Shares 720,844 Est. Cost $47.63 Unrealized
IJH ISHARES TR 2.1%
Value ($000) $30,191 Shares 121,078 Est. Cost $226.47 Unrealized
VTEB VANGUARD MUN BD FDS 2.0%
Value ($000) $27,963 Shares 581,347 Est. Cost $50.17 Unrealized
USIG ISHARES TR 1.8%
Value ($000) $25,841 Shares 537,571 Est. Cost $57.96 Unrealized
SCHR SCHWAB STRATEGIC TR 1.6%
Value ($000) $22,021 Shares 459,340 Est. Cost $54.98 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $18,896 Shares 412,206 Est. Cost $48.82 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $17,442 Shares 445,058 Est. Cost $42.89 Unrealized
SCHO SCHWAB STRATEGIC TR 1.2%
Value ($000) $17,161 Shares 358,352 Est. Cost $49.12 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 1.2%
Value ($000) $16,703 Shares 386,018 Est. Cost $44.18 Unrealized
ITM VANECK ETF TRUST 1.1%
Value ($000) $16,069 Shares 364,378 Est. Cost $47.69 Unrealized
VO VANGUARD INDEX FDS 1.1%
Value ($000) $15,577 Shares 74,803 Est. Cost $212.93 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $15,336 Shares 130,434 Est. Cost $52.55 Unrealized +92.2%
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $15,309 Shares 390,431 Est. Cost $40.57 Unrealized
SUB ISHARES TR 1.1%
Value ($000) $15,116 Shares 146,954 Est. Cost $106.07 Unrealized
TQQQ PROSHARES TR 1.0%
Value ($000) $14,828 Shares 416,274 Est. Cost $28.26 Unrealized
NOBL PROSHARES TR 0.9%
Value ($000) $12,405 Shares 140,088 Est. Cost $90.21 Unrealized
IJR ISHARES TR 0.9%
Value ($000) $12,404 Shares 131,497 Est. Cost $88.23 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $12,257 Shares 28,672 Est. Cost $451.68 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $11,403 Shares 714,012 Est. Cost $17.80 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $11,330 Shares 218,440 Est. Cost $53.65 Unrealized
SPTL SPDR SER TR 0.8%
Value ($000) $11,316 Shares 432,748 Est. Cost $32.50 Unrealized
MLN VANECK ETF TRUST 0.8%
Value ($000) $11,009 Shares 658,839 Est. Cost $18.38 Unrealized
BBJP J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $10,875 Shares 216,461 Est. Cost $46.40 Unrealized
IWO ISHARES TR 0.8%
Value ($000) $10,823 Shares 48,286 Est. Cost $229.92 Unrealized
SCHP SCHWAB STRATEGIC TR 0.7%
Value ($000) $10,096 Shares 199,952 Est. Cost $57.01 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $9,862 Shares 169,588 Est. Cost $58.63 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $9,681 Shares 30,660 Est. Cost $199.00 Unrealized +63.1%
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $9,293 Shares 273,642 Est. Cost $35.64 Unrealized
IWR ISHARES TR 0.6%
Value ($000) $9,211 Shares 133,017 Est. Cost $65.06 Unrealized
IVE ISHARES TR 0.6%
Value ($000) $8,432 Shares 54,811 Est. Cost $152.77 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $7,930 Shares 20,193 Est. Cost $368.46 Unrealized
MGK VANGUARD WORLD FD 0.5%
Value ($000) $7,778 Shares 34,277 Est. Cost $218.13 Unrealized
EFG ISHARES TR 0.5%
Value ($000) $7,559 Shares 87,595 Est. Cost $94.12 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $7,412 Shares 48,824 Est. Cost $151.22 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $7,280 Shares 16,736 Est. Cost $31.05 Unrealized +44.2%
DOL WISDOMTREE TR 0.5%
Value ($000) $6,623 Shares 145,188 Est. Cost $45.85 Unrealized
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $6,583 Shares 41,278 Est. Cost $160.51 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $6,567 Shares 37,156 Est. Cost $184.34 Unrealized
DGRO ISHARES TR 0.5%
Value ($000) $6,487 Shares 130,971 Est. Cost $48.48 Unrealized
HYMB SPDR SER TR 0.4%
Value ($000) $6,342 Shares 266,249 Est. Cost $33.86 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $5,991 Shares 35,532 Est. Cost $92.00 Unrealized +58.4%
AMZN AMAZON COM INC 0.4%
Value ($000) $5,954 Shares 46,836 Est. Cost $115.93 Unrealized +15.6%
HEFA ISHARES TR 0.4%
Value ($000) $5,948 Shares 197,612 Est. Cost $27.30 Unrealized
EFA ISHARES TR 0.4%
Value ($000) $5,708 Shares 82,816 Est. Cost $72.31 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $5,697 Shares 289,645 Est. Cost $19.29 Unrealized
AVUS AMERICAN CENTY ETF TR 0.4%
Value ($000) $5,567 Shares 75,995 Est. Cost $75.05 Unrealized
IJS ISHARES TR 0.4%
Value ($000) $5,564 Shares 62,361 Est. Cost $93.46 Unrealized
RWO SPDR INDEX SHS FDS 0.4%
Value ($000) $5,532 Shares 144,823 Est. Cost $40.95 Unrealized
IWB ISHARES TR 0.4%
Value ($000) $5,455 Shares 23,222 Est. Cost $256.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $5,329 Shares 32,508 Est. Cost $157.13 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $5,279 Shares 114,891 Est. Cost $45.56 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $5,260 Shares 120,320 Est. Cost $44.86 Unrealized
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $5,221 Shares 103,734 Est. Cost $49.77 Unrealized
VGLT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $5,180 Shares 93,319 Est. Cost $64.75 Unrealized
IGSB ISHARES TR 0.4%
Value ($000) $4,973 Shares 99,806 Est. Cost $50.54 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $4,764 Shares 50,657 Est. Cost $105.86 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $4,680 Shares 126,834 Est. Cost $36.90 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $4,380 Shares 42,712 Est. Cost $109.30 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $4,366 Shares 14,449 Est. Cost $254.68 Unrealized +19.0%
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $4,365 Shares 74,069 Est. Cost $65.46 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $4,266 Shares 12,179 Est. Cost $251.83 Unrealized +40.9%
QUAL ISHARES TR 0.3%
Value ($000) $4,233 Shares 32,117 Est. Cost $124.88 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $4,166 Shares 58,882 Est. Cost $73.13 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.3%
Value ($000) $4,128 Shares 49,007 Est. Cost $94.00 Unrealized
SCZ ISHARES TR 0.3%
Value ($000) $4,122 Shares 72,992 Est. Cost $60.08 Unrealized
USHY ISHARES TR 0.3%
Value ($000) $3,662 Shares 105,514 Est. Cost $40.02 Unrealized
IGIB ISHARES TR 0.3%
Value ($000) $3,634 Shares 74,701 Est. Cost $51.55 Unrealized
EFV ISHARES TR 0.3%
Value ($000) $3,571 Shares 72,991 Est. Cost $48.88 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,467 Shares 78,392 Est. Cost $47.95 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $3,318 Shares 21,288 Est. Cost $156.88 Unrealized -3.3%
FNDX SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,317 Shares 59,265 Est. Cost $58.18 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.2%
Value ($000) $3,276 Shares 55,370 Est. Cost $76.66 Unrealized
ICF ISHARES TR 0.2%
Value ($000) $3,248 Shares 64,744 Est. Cost $55.48 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $3,190 Shares 106,223 Est. Cost $35.15 Unrealized
IYE ISHARES TR 0.2%
Value ($000) $3,149 Shares 66,397 Est. Cost $43.86 Unrealized
ESGU ISHARES TR 0.2%
Value ($000) $3,071 Shares 32,704 Est. Cost $94.06 Unrealized
AVLV AMERICAN CENTY ETF TR 0.2%
Value ($000) $3,062 Shares 58,134 Est. Cost $53.29 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2,726 Shares 17,501 Est. Cost $137.74 Unrealized +11.3%
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $2,696 Shares 19,547 Est. Cost $129.92 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $2,688 Shares 9,870 Est. Cost $232.87 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $2,632 Shares 15,533 Est. Cost $112.80 Unrealized +48.2%
META META PLATFORMS INC 0.2%
Value ($000) $2,588 Shares 8,620 Est. Cost $251.44 Unrealized +19.0%
ICSH ISHARES TR 0.2%
Value ($000) $2,448 Shares 48,583 Est. Cost $50.31 Unrealized
VUSB VANGUARD BD INDEX FDS 0.2%
Value ($000) $2,417 Shares 49,137 Est. Cost $49.16 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2,387 Shares 16,846 Est. Cost $138.24 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,381 Shares 16,321 Est. Cost $111.67 Unrealized +29.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,320 Shares 17,730 Est. Cost $108.17 Unrealized +18.7%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $2,260 Shares 5,446 Est. Cost $445.79 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $2,210 Shares 10,404 Est. Cost $184.29 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $2,056 Shares 13,793 Est. Cost $81.23 Unrealized +66.6%
DGRW WISDOMTREE TR 0.1%
Value ($000) $2,054 Shares 32,350 Est. Cost $63.42 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,987 Shares 19,227 Est. Cost $104.00 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,883 Shares 11,774 Est. Cost $42.06 Unrealized +23.2%
TFLO ISHARES TR 0.1%
Value ($000) $1,834 Shares 36,136 Est. Cost $50.74 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $1,821 Shares 16,996 Est. Cost $76.69 Unrealized +27.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,816 Shares 12,521 Est. Cost $108.23 Unrealized +31.5%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,771 Shares 25,386 Est. Cost $76.10 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,758 Shares 35,034 Est. Cost $50.32 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,736 Shares 13,168 Est. Cost $111.20 Unrealized +16.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,729 Shares 6,562 Est. Cost $204.49 Unrealized +31.8%
KO COCA COLA CO 0.1%
Value ($000) $1,725 Shares 30,810 Est. Cost $47.58 Unrealized +17.1%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $1,711 Shares 51,160 Est. Cost $36.32 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,691 Shares 23,713 Est. Cost $74.29 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,643 Shares 6,017 Est. Cost $146.79 Unrealized +78.1%
ACWI ISHARES TR 0.1%
Value ($000) $1,641 Shares 17,768 Est. Cost $82.34 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,636 Shares 18,094 Est. Cost $73.44 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $1,600 Shares 15,247 Est. Cost $89.19 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $1,599 Shares 58,434 Est. Cost $22.30 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,592 Shares 6,364 Est. Cost $238.41 Unrealized +7.7%
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,584 Shares 50,007 Est. Cost $31.63 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $1,577 Shares 9,200 Est. Cost $169.92 Unrealized
VERTEX ENERGY INC 0.1%
Value ($000) $1,528 Shares 343,323 Est. Cost $7.95 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,519 Shares 2,828 Est. Cost $198.20 Unrealized +155.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,508 Shares 4,210 Est. Cost $324.04 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,507 Shares 21,898 Est. Cost $73.68 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,481 Shares 19,576 Est. Cost $84.43 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $1,476 Shares 16,643 Est. Cost $91.39 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $1,442 Shares 17,789 Est. Cost $134.37 Unrealized -37.9%
V VISA INC 0.1%
Value ($000) $1,433 Shares 6,229 Est. Cost $191.02 Unrealized +23.6%
SHEL SHELL PLC 0.1%
Value ($000) $1,425 Shares 22,140 Est. Cost $55.19 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,416 Shares 67,216 Est. Cost $21.43 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $1,411 Shares 10,099 Est. Cost $158.10 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $1,379 Shares 12,185 Est. Cost $116.70 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,369 Shares 18,221 Est. Cost $78.21 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $1,364 Shares 18,850 Est. Cost $75.36 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,359 Shares 8,439 Est. Cost $178.39 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,321 Shares 24,571 Est. Cost $41.65 Unrealized +20.8%
BIL SPDR SER TR 0.1%
Value ($000) $1,315 Shares 14,324 Est. Cost $91.58 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,300 Shares 9,176 Est. Cost $57.70 Unrealized +111.6%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,296 Shares 6,051 Est. Cost $219.22 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $1,293 Shares 34,077 Est. Cost $39.49 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,287 Shares 6,966 Est. Cost $146.75 Unrealized +18.5%
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,255 Shares 11,816 Est. Cost $109.55 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $1,237 Shares 1,489 Est. Cost $41.97 Unrealized +100.1%
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,227 Shares 24,511 Est. Cost $43.24 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,183 Shares 9,875 Est. Cost $68.08 Unrealized +58.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1,168 Shares 7,720 Est. Cost $44.67 Unrealized +196.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,165 Shares 8,307 Est. Cost $104.53 Unrealized +26.0%
MRK MERCK & CO INC 0.1%
Value ($000) $1,165 Shares 11,312 Est. Cost $71.37 Unrealized +39.9%
ACWV ISHARES INC 0.1%
Value ($000) $1,141 Shares 11,963 Est. Cost $99.70 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1,138 Shares 7,157 Est. Cost $126.62 Unrealized +25.5%
RTX RTX CORPORATION 0.1%
Value ($000) $1,117 Shares 15,523 Est. Cost $75.18 Unrealized +8.1%
TMFC RBB FD INC 0.1%
Value ($000) $1,100 Shares 28,000 Est. Cost $35.43 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,092 Shares 20,383 Est. Cost $54.30 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,078 Shares 11,806 Est. Cost $82.75 Unrealized +11.7%
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,060 Shares 47,854 Est. Cost $22.47 Unrealized
UNILEVER PLC 0.1%
Value ($000) $1,057 Shares 21,400 Est. Cost $54.75 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,045 Shares 13,330 Est. Cost $84.59 Unrealized -8.0%
IXN ISHARES TR 0.1%
Value ($000) $1,029 Shares 17,785 Est. Cost $69.42 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $1,022 Shares 20,079 Est. Cost $50.78 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $1,021 Shares 13,535 Est. Cost $38.48 Unrealized +93.8%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,016 Shares 21,200 Est. Cost $31.05 Unrealized +44.2%
IVW ISHARES TR 0.1%
Value ($000) $1,007 Shares 14,722 Est. Cost $68.89 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $1,000 Shares 12,247 Est. Cost $70.67 Unrealized +13.6%
IXJ ISHARES TR 0.1%
Value ($000) $976 Shares 11,845 Est. Cost $87.99 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $971 Shares 7,546 Est. Cost $129.53 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $970 Shares 15,678 Est. Cost $60.00 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $962 Shares 11,253 Est. Cost $66.48 Unrealized +26.2%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $954 Shares 16,235 Est. Cost $60.70 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $952 Shares 2,327 Est. Cost $342.40 Unrealized +21.2%
MINT PIMCO ETF TR 0.1%
Value ($000) $943 Shares 9,421 Est. Cost $100.49 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $938 Shares 13,093 Est. Cost $79.15 Unrealized
BA BOEING CO 0.1%
Value ($000) $937 Shares 4,888 Est. Cost $225.09 Unrealized -2.8%
EG EVEREST GROUP LTD 0.1%
Value ($000) $915 Shares 2,463 Est. Cost $292.37 Unrealized +19.3%
ETN EATON CORP PLC 0.1%
Value ($000) $908 Shares 4,258 Est. Cost $142.06 Unrealized +47.6%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $897 Shares 21,324 Est. Cost $45.06 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $895 Shares 9,602 Est. Cost $93.18 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $894 Shares 9,227 Est. Cost $82.67 Unrealized +21.5%
ORCL ORACLE CORP 0.1%
Value ($000) $892 Shares 8,426 Est. Cost $67.68 Unrealized +66.6%
UNP UNION PAC CORP 0.1%
Value ($000) $892 Shares 4,379 Est. Cost $195.81 Unrealized +5.3%
SMMD ISHARES TR 0.1%
Value ($000) $876 Shares 16,075 Est. Cost $55.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $872 Shares 1,730 Est. Cost $380.86 Unrealized +23.4%
BP BP PLC 0.1%
Value ($000) $870 Shares 22,479 Est. Cost $29.26 Unrealized
QVMT INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $867 Shares 21,400 Est. Cost $39.51 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $848 Shares 51,155 Est. Cost $13.40 Unrealized +13.9%
AMGN AMGEN INC 0.1%
Value ($000) $842 Shares 3,133 Est. Cost $191.82 Unrealized +20.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $835 Shares 2,718 Est. Cost $270.07 Unrealized +12.7%
ITOT ISHARES TR 0.1%
Value ($000) $831 Shares 8,821 Est. Cost $80.15 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $826 Shares 1,620 Est. Cost $439.70 Unrealized +19.3%
NVS NOVARTIS AG 0.1%
Value ($000) $818 Shares 8,032 Est. Cost $90.55 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $815 Shares 24,567 Est. Cost $33.33 Unrealized
T AT&T INC 0.1%
Value ($000) $812 Shares 54,087 Est. Cost $16.27 Unrealized -20.4%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $806 Shares 16,161 Est. Cost $47.85 Unrealized
CSX CSX CORP 0.1%
Value ($000) $793 Shares 25,797 Est. Cost $32.07 Unrealized -4.6%
STIP ISHARES TR 0.1%
Value ($000) $779 Shares 8,041 Est. Cost $96.69 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $777 Shares 33,767 Est. Cost $23.00 Unrealized
IMKTA INGLES MKTS INC 0.1%
Value ($000) $766 Shares 10,172 Est. Cost $78.23 Unrealized +0.5%
DE DEERE & CO 0.1%
Value ($000) $749 Shares 1,985 Est. Cost $218.98 Unrealized +81.7%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $746 Shares 3,184 Est. Cost $92.10 Unrealized +28.5%
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $738 Shares 14,947 Est. Cost $50.47 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $730 Shares 11,190 Est. Cost $70.93 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $727 Shares 17,960 Est. Cost $30.76 Unrealized +20.2%
PFE PFIZER INC 0.0%
Value ($000) $700 Shares 21,104 Est. Cost $32.60 Unrealized -6.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $697 Shares 6,211 Est. Cost $96.86 Unrealized +16.7%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $680 Shares 47,452 Est. Cost $13.43 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $674 Shares 8,971 Est. Cost $77.07 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $674 Shares 3,050 Est. Cost $171.19 Unrealized +23.3%
HSY HERSHEY CO 0.0%
Value ($000) $673 Shares 3,366 Est. Cost $118.85 Unrealized +75.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $672 Shares 7,391 Est. Cost $83.06 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $666 Shares 2,328 Est. Cost $179.81 Unrealized +51.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $665 Shares 1,176 Est. Cost $336.79 Unrealized +58.0%
SGOV ISHARES TR 0.0%
Value ($000) $662 Shares 6,576 Est. Cost $100.16 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $657 Shares 20,286 Est. Cost $39.22 Unrealized -26.1%
EMXC ISHARES INC 0.0%
Value ($000) $656 Shares 13,156 Est. Cost $46.22 Unrealized
KELLANOVA 0.0%
Value ($000) $643 Shares 10,813 Est. Cost $59.51 Unrealized
KELLANOVA 0.0%
Value ($000) $643 Shares 10,813 Est. Cost $48.04 Unrealized +14.3%
USFR WISDOMTREE TR 0.0%
Value ($000) $639 Shares 12,700 Est. Cost $50.28 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $639 Shares 8,983 Est. Cost $61.48 Unrealized +15.3%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $638 Shares 6,721 Est. Cost $75.53 Unrealized +11.6%
STEL STELLAR BANCORP INC 0.0%
Value ($000) $633 Shares 29,699 Est. Cost $27.57 Unrealized -17.2%
IEF ISHARES TR 0.0%
Value ($000) $630 Shares 6,883 Est. Cost $97.67 Unrealized
NKE NIKE INC 0.0%
Value ($000) $629 Shares 6,583 Est. Cost $115.74 Unrealized -15.1%
VMI VALMONT INDS INC 0.0%
Value ($000) $629 Shares 2,617 Est. Cost $259.93 Unrealized -1.1%
CHASE CORP 0.0%
Value ($000) $623 Shares 4,900 Est. Cost $106.86 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $612 Shares 28,804 Est. Cost $21.33 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $606 Shares 9,345 Est. Cost $51.58 Unrealized +16.8%
IMTM ISHARES TR 0.0%
Value ($000) $601 Shares 19,082 Est. Cost $32.10 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $596 Shares 10,229 Est. Cost $29.94 Unrealized +81.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $594 Shares 5,346 Est. Cost $113.81 Unrealized -3.3%
WSO WATSCO INC 0.0%
Value ($000) $593 Shares 1,570 Est. Cost $280.78 Unrealized +28.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $591 Shares 7,889 Est. Cost $55.05 Unrealized +28.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $587 Shares 4,853 Est. Cost $108.11 Unrealized +8.9%
AMLP ALPS ETF TR 0.0%
Value ($000) $586 Shares 13,893 Est. Cost $37.79 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $585 Shares 5,643 Est. Cost $103.73 Unrealized
INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $582 Shares 19,666 Est. Cost $29.37 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $572 Shares 20,878 Est. Cost $27.02 Unrealized +3.0%
NFLX NETFLIX INC 0.0%
Value ($000) $567 Shares 1,501 Est. Cost $35.79 Unrealized +18.4%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $566 Shares 9,830 Est. Cost $57.82 Unrealized
LQD ISHARES TR 0.0%
Value ($000) $563 Shares 5,516 Est. Cost $107.72 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $557 Shares 4,833 Est. Cost $77.04 Unrealized +45.6%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $557 Shares 2,784 Est. Cost $180.99 Unrealized +9.4%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $556 Shares 12,538 Est. Cost $31.43 Unrealized +32.0%
GOVT ISHARES TR 0.0%
Value ($000) $552 Shares 25,030 Est. Cost $24.40 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value ($000) $550 Shares 20,112 Est. Cost $21.35 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $538 Shares 7,194 Est. Cost $67.56 Unrealized +11.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $533 Shares 3,499 Est. Cost $114.94 Unrealized +35.7%
PSX PHILLIPS 66 0.0%
Value ($000) $533 Shares 4,439 Est. Cost $64.58 Unrealized +60.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $531 Shares 1 Est. Cost $497809.40 Unrealized +8.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $526 Shares 15,601 Est. Cost $24.52 Unrealized +25.9%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $525 Shares 37,449 Est. Cost $10.69 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $525 Shares 6,049 Est. Cost $42.08 Unrealized +106.0%
MMM 3M CO 0.0%
Value ($000) $520 Shares 5,556 Est. Cost $104.38 Unrealized -23.8%
INTC INTEL CORP 0.0%
Value ($000) $513 Shares 14,419 Est. Cost $45.21 Unrealized -24.3%
BLACKROCK INC 0.0%
Value ($000) $511 Shares 790 Est. Cost $676.81 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $507 Shares 11,099 Est. Cost $45.69 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $497 Shares 12,008 Est. Cost $69.18 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $496 Shares 29,528 Est. Cost $19.35 Unrealized
TBLL INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $496 Shares 4,700 Est. Cost $105.56 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $494 Shares 4,472 Est. Cost $104.13 Unrealized +11.8%
SCHI SCHWAB STRATEGIC TR 0.0%
Value ($000) $494 Shares 11,699 Est. Cost $42.20 Unrealized
IVLU ISHARES TR 0.0%
Value ($000) $493 Shares 19,425 Est. Cost $25.25 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $492 Shares 5,676 Est. Cost $99.35 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $491 Shares 18,415 Est. Cost $30.24 Unrealized
FAB FIRST TR MULTI CP VAL ALPHA 0.0%
Value ($000) $490 Shares 7,039 Est. Cost $35.72 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $488 Shares 6,353 Est. Cost $55.88 Unrealized +26.2%
SYK STRYKER CORPORATION 0.0%
Value ($000) $487 Shares 1,784 Est. Cost $246.95 Unrealized +13.4%
SPYG SPDR SER TR 0.0%
Value ($000) $484 Shares 8,157 Est. Cost $51.29 Unrealized
IFRA ISHARES TR 0.0%
Value ($000) $481 Shares 13,133 Est. Cost $35.29 Unrealized
SNY SANOFI 0.0%
Value ($000) $478 Shares 8,910 Est. Cost $46.72 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $475 Shares 17,320 Est. Cost $56.24 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $472 Shares 1,926 Est. Cost $245.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $470 Shares 929 Est. Cost $435.74 Unrealized +21.4%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $467 Shares 14,881 Est. Cost $38.80 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $465 Shares 4,237 Est. Cost $111.07 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $457 Shares 7,876 Est. Cost $51.30 Unrealized +5.9%
CME CME GROUP INC 0.0%
Value ($000) $446 Shares 2,225 Est. Cost $151.59 Unrealized +18.9%
ARKK ARK ETF TR 0.0%
Value ($000) $438 Shares 11,042 Est. Cost $67.95 Unrealized
AON AON PLC 0.0%
Value ($000) $438 Shares 1,350 Est. Cost $178.56 Unrealized +82.2%
FDX FEDEX CORP 0.0%
Value ($000) $436 Shares 1,644 Est. Cost $164.74 Unrealized +49.8%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $434 Shares 4,581 Est. Cost $72.87 Unrealized +11.2%
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $428 Shares 27,947 Est. Cost $10.62 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $428 Shares 15,144 Est. Cost $28.23 Unrealized
BHP BHP GROUP LTD 0.0%
Value ($000) $423 Shares 7,442 Est. Cost $62.32 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $422 Shares 1,065 Est. Cost $304.04 Unrealized +30.3%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $416 Shares 3,381 Est. Cost $113.95 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $415 Shares 11,238 Est. Cost $56.12 Unrealized -31.7%
PFF ISHARES TR 0.0%
Value ($000) $401 Shares 13,312 Est. Cost $38.62 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $391 Shares 6,048 Est. Cost $59.41 Unrealized +7.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $391 Shares 3,512 Est. Cost $110.38 Unrealized -6.2%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $390 Shares 5,769 Est. Cost $73.46 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.0%
Value ($000) $388 Shares 21,950 Est. Cost $18.14 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $388 Shares 9,499 Est. Cost $36.05 Unrealized +12.9%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $387 Shares 2,491 Est. Cost $141.44 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $381 Shares 3,710 Est. Cost $68.09 Unrealized +59.4%
GJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $380 Shares 12,693 Est. Cost $29.94 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $377 Shares 6,824 Est. Cost $63.56 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $376 Shares 5,665 Est. Cost $62.63 Unrealized +7.2%
O REALTY INCOME CORP 0.0%
Value ($000) $373 Shares 7,467 Est. Cost $51.76 Unrealized -3.1%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $372 Shares 4,319 Est. Cost $86.33 Unrealized +1.7%
SPSB SPDR SER TR 0.0%
Value ($000) $369 Shares 12,571 Est. Cost $29.57 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $368 Shares 1,482 Est. Cost $184.86 Unrealized +19.1%
ARTNA ARTESIAN RES CORP 0.0%
Value ($000) $367 Shares 8,739 Est. Cost $44.11 Unrealized -4.2%
EDV VANGUARD WORLD FD 0.0%
Value ($000) $367 Shares 5,239 Est. Cost $90.53 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $364 Shares 11,853 Est. Cost $31.07 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $361 Shares 5,690 Est. Cost $55.19 Unrealized +5.0%
PSTG PURE STORAGE INC 0.0%
Value ($000) $360 Shares 10,100 Est. Cost $23.13 Unrealized +60.3%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $357 Shares 17,746 Est. Cost $20.13 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $356 Shares 8,185 Est. Cost $40.82 Unrealized
ORI OLD REP INTL CORP 0.0%
Value ($000) $356 Shares 13,211 Est. Cost $20.47 Unrealized +9.1%
SHY ISHARES TR 0.0%
Value ($000) $349 Shares 4,315 Est. Cost $84.51 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $343 Shares 6,461 Est. Cost $59.20 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $342 Shares 5,379 Est. Cost $77.10 Unrealized
VIRTUS DIVIDEND INTEREST & P 0.0%
Value ($000) $340 Shares 30,000 Est. Cost $11.76 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $340 Shares 7,320 Est. Cost $46.60 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $337 Shares 1,312 Est. Cost $245.47 Unrealized +9.0%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $334 Shares 2,449 Est. Cost $99.15 Unrealized +6.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $333 Shares 7,923 Est. Cost $30.83 Unrealized +18.1%
PSA PUBLIC STORAGE 0.0%
Value ($000) $331 Shares 1,255 Est. Cost $271.91 Unrealized -6.7%
RIVERNORTH MANAGED DUR MUN I 0.0%
Value ($000) $329 Shares 24,000 Est. Cost $15.07 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $327 Shares 10,772 Est. Cost $24.67 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $321 Shares 3,432 Est. Cost $75.89 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $320 Shares 1,839 Est. Cost $152.59 Unrealized +16.0%
ILF ISHARES TR 0.0%
Value ($000) $317 Shares 12,417 Est. Cost $26.77 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $316 Shares 4,285 Est. Cost $74.99 Unrealized
TFI SPDR SER TR 0.0%
Value ($000) $307 Shares 7,033 Est. Cost $45.64 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $306 Shares 12,887 Est. Cost $23.77 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $306 Shares 21,000 Est. Cost $16.00 Unrealized
BUNGE LIMITED 0.0%
Value ($000) $305 Shares 2,820 Est. Cost $95.90 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $302 Shares 1,489 Est. Cost $201.36 Unrealized +6.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $298 Shares 4,523 Est. Cost $77.09 Unrealized -21.8%
MET METLIFE INC 0.0%
Value ($000) $298 Shares 4,730 Est. Cost $55.60 Unrealized +4.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $293 Shares 1,134 Est. Cost $231.23 Unrealized +11.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $292 Shares 5,360 Est. Cost $56.65 Unrealized +7.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $291 Shares 8,735 Est. Cost $33.71 Unrealized -9.9%
UCTT ULTRA CLEAN HLDGS INC 0.0%
Value ($000) $291 Shares 9,793 Est. Cost $42.04 Unrealized -19.8%
CWB SPDR SER TR 0.0%
Value ($000) $289 Shares 4,256 Est. Cost $81.50 Unrealized
OMAB GRUPO AEROPORTUARIO DEL CENT 0.0%
Value ($000) $285 Shares 3,277 Est. Cost $89.17 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $283 Shares 15,067 Est. Cost $18.94 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $280 Shares 6,611 Est. Cost $44.56 Unrealized +13.5%
YJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $278 Shares 14,045 Est. Cost $19.76 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $277 Shares 5,603 Est. Cost $47.87 Unrealized
HANCOCK JOHN FINL OPPTYS FD 0.0%
Value ($000) $275 Shares 10,464 Est. Cost $41.34 Unrealized
IEV ISHARES TR 0.0%
Value ($000) $273 Shares 5,729 Est. Cost $37.71 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $273 Shares 5,632 Est. Cost $50.11 Unrealized -4.5%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $273 Shares 5,716 Est. Cost $39.35 Unrealized +17.2%
MUSA MURPHY USA INC 0.0%
Value ($000) $271 Shares 793 Est. Cost $275.20 Unrealized +14.2%
BLACKROCK INNOVATION AND GRW 0.0%
Value ($000) $267 Shares 25,000 Est. Cost $10.69 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $265 Shares 2,682 Est. Cost $100.56 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $265 Shares 8,016 Est. Cost $33.58 Unrealized -3.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $263 Shares 598 Est. Cost $335.12 Unrealized +25.8%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $257 Shares 12,424 Est. Cost $20.57 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $256 Shares 2,897 Est. Cost $85.40 Unrealized -2.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $256 Shares 3,662 Est. Cost $72.70 Unrealized -11.2%
PIONEER NAT RES CO 0.0%
Value ($000) $253 Shares 1,102 Est. Cost $238.63 Unrealized
GHYB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $252 Shares 5,988 Est. Cost $49.18 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $251 Shares 8,300 Est. Cost $35.89 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $250 Shares 1,325 Est. Cost $189.06 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $250 Shares 5,867 Est. Cost $45.15 Unrealized
GLP GLOBAL PARTNERS LP 0.0%
Value ($000) $247 Shares 7,000 Est. Cost $24.75 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $246 Shares 9,138 Est. Cost $30.11 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $245 Shares 5,666 Est. Cost $52.72 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $243 Shares 2,314 Est. Cost $96.42 Unrealized +4.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $242 Shares 2,727 Est. Cost $70.72 Unrealized +20.7%
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $239 Shares 31,479 Est. Cost $8.32 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $235 Shares 936 Est. Cost $225.42 Unrealized +10.6%
NFE NEW FORTRESS ENERGY INC 0.0%
Value ($000) $231 Shares 7,053 Est. Cost $29.39 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $231 Shares 530 Est. Cost $477.96 Unrealized -8.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $231 Shares 2,655 Est. Cost $78.95 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $229 Shares 593 Est. Cost $313.51 Unrealized +21.9%
TDV PROSHARES TR 0.0%
Value ($000) $225 Shares 3,613 Est. Cost $66.27 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value ($000) $224 Shares 7,000 Est. Cost $24.19 Unrealized +68.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $223 Shares 2,020 Est. Cost $65.91 Unrealized +34.5%
IYR ISHARES TR 0.0%
Value ($000) $223 Shares 2,854 Est. Cost $78.13 Unrealized
POOL POOL CORP 0.0%
Value ($000) $223 Shares 626 Est. Cost $329.53 Unrealized +6.8%
DVY ISHARES TR 0.0%
Value ($000) $222 Shares 2,066 Est. Cost $119.13 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $222 Shares 924 Est. Cost $154.45 Unrealized +49.7%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $220 Shares 4,846 Est. Cost $48.02 Unrealized -2.8%
LOW LOWES COS INC 0.0%
Value ($000) $217 Shares 1,044 Est. Cost $132.05 Unrealized +62.8%
C CITIGROUP INC 0.0%
Value ($000) $215 Shares 5,237 Est. Cost $42.74 Unrealized -5.3%
WPC WP CAREY INC 0.0%
Value ($000) $214 Shares 3,956 Est. Cost $72.85 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $210 Shares 3,073 Est. Cost $107.18 Unrealized -35.8%
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $209 Shares 1,649 Est. Cost $76.80 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $209 Shares 8,875 Est. Cost $23.51 Unrealized
DOUBLELINE YIELD OPPORTUNITI 0.0%
Value ($000) $206 Shares 14,000 Est. Cost $13.99 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $203 Shares 605 Est. Cost $286.40 Unrealized
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $202 Shares 4,350 Est. Cost $51.41 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $201 Shares 2,575 Est. Cost $80.85 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $201 Shares 2,782 Est. Cost $73.46 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $201 Shares 7,507 Est. Cost $26.75 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $188 Shares 16,000 Est. Cost $11.37 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $88 Shares 16,100 Est. Cost $8.22 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $82 Shares 12,700 Est. Cost $6.10 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $82 Shares 15,075 Est. Cost $4.54 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $78 Shares 10,220 Est. Cost $9.77 Unrealized 0.0%
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $69 Shares 15,148 Est. Cost $4.68 Unrealized
SABR SABRE CORP 0.0%
Value ($000) $63 Shares 14,000 Est. Cost $4.54 Unrealized 0.0%
TELLURIAN INC NEW 0.0%
Value ($000) $45 Shares 38,800 Est. Cost $2.65 Unrealized
RVP RETRACTABLE TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 30,800 Est. Cost $1.89 Unrealized -37.7%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $16 Shares 11,255 Est. Cost $3.97 Unrealized -57.4%
HEPS D MARKET ELECTR SVCS & TRADI 0.0%
Value ($000) $14 Shares 10,638 Est. Cost $0.59 Unrealized