CARY STREET PARTNERS FINANCIAL LLC Diversified Active

CIK: 0001475045 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $3,160,779 (100.0% shares, 0.0% debt)

Holdings (858)

AAPL APPLE INC COM 3.2%
Value ($000) $101,200 Shares 455,588 Est. Cost $234.37 Unrealized -1.5%
VTV VANGUARD VALUE ETF 3.1%
Value ($000) $99,179 Shares 574,153 Est. Cost $169.63 Unrealized
VUG VANGUARD GROWTH ETF 2.3%
Value ($000) $74,129 Shares 220,877 Est. Cost $362.17 Unrealized
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $73,955 Shares 197,007 Est. Cost $421.59 Unrealized -3.9%
TACK Fairlead Tactical Sector ETF 2.2%
Value ($000) $70,984 Shares 2,610,656 Est. Cost $27.35 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.7%
Value ($000) $54,374 Shares 951,591 Est. Cost $57.52 Unrealized
FLXR TCW FLEXIBLE INCOME ETF 1.4%
Value ($000) $44,941 Shares 1,147,345 Est. Cost $38.80 Unrealized
JPIE JPMORGAN INCOME ETF 1.3%
Value ($000) $41,016 Shares 890,293 Est. Cost $45.76 Unrealized
AMZN AMAZON COM INC COM 1.2%
Value ($000) $38,634 Shares 203,059 Est. Cost $204.58 Unrealized +6.1%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $36,076 Shares 230,917 Est. Cost $175.67 Unrealized +3.9%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 1.1%
Value ($000) $35,956 Shares 508,805 Est. Cost $69.61 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.1%
Value ($000) $35,892 Shares 545,799 Est. Cost $68.70 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.1%
Value ($000) $34,972 Shares 349,723 Est. Cost $96.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $32,718 Shares 61,433 Est. Cost $463.18 Unrealized +5.0%
WTPI WisdomTree Equity Premium Income Fund - WTPI 1.0%
Value ($000) $32,142 Shares 1,032,167 Est. Cost $31.47 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 1.0%
Value ($000) $30,621 Shares 414,973 Est. Cost $74.29 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $30,543 Shares 54,601 Est. Cost $586.08 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value ($000) $29,179 Shares 106,169 Est. Cost $289.81 Unrealized
VB VANGUARD SMALL-CAP ETF 0.9%
Value ($000) $28,315 Shares 127,687 Est. Cost $228.28 Unrealized
ABBV ABBVIE INC COM 0.9%
Value ($000) $27,113 Shares 129,406 Est. Cost $178.00 Unrealized +6.4%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF 0.8%
Value ($000) $26,599 Shares 513,689 Est. Cost $56.38 Unrealized
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $26,032 Shares 152,753 Est. Cost $165.73 Unrealized -1.1%
JPM JPMORGAN CHASE & CO. COM 0.8%
Value ($000) $25,660 Shares 104,605 Est. Cost $228.03 Unrealized +10.0%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $24,722 Shares 159,869 Est. Cost $174.27 Unrealized +3.7%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $22,944 Shares 24,259 Est. Cost $922.64 Unrealized +5.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.7%
Value ($000) $22,418 Shares 398,914 Est. Cost $50.19 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.7%
Value ($000) $22,013 Shares 160,880 Est. Cost $136.30 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $21,553 Shares 129,965 Est. Cost $149.98 Unrealized +1.7%
LLY ELI LILLY & CO COM 0.7%
Value ($000) $21,429 Shares 25,946 Est. Cost $821.14 Unrealized +0.7%
RTX RTX CORPORATION COM 0.7%
Value ($000) $21,427 Shares 161,761 Est. Cost $118.27 Unrealized +5.5%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.7%
Value ($000) $21,150 Shares 593,442 Est. Cost $35.26 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.7%
Value ($000) $21,125 Shares 416,658 Est. Cost $50.44 Unrealized
WMB WILLIAMS COS INC COM 0.7%
Value ($000) $20,816 Shares 348,326 Est. Cost $51.72 Unrealized +7.2%
HD HOME DEPOT INC COM 0.6%
Value ($000) $20,357 Shares 55,547 Est. Cost $396.78 Unrealized -4.0%
IVV ISHARES CORE S&P 500 ETF 0.6%
Value ($000) $19,212 Shares 34,191 Est. Cost $588.68 Unrealized
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $18,514 Shares 36,026 Est. Cost $536.15 Unrealized
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $18,498 Shares 170,675 Est. Cost $137.17 Unrealized -7.6%
PBL PGIM PORTFOLIO BALLAST ETF 0.6%
Value ($000) $18,466 Shares 673,300 Est. Cost $27.99 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.6%
Value ($000) $18,358 Shares 549,640 Est. Cost $34.14 Unrealized
ADBE ADOBE INC COM 0.6%
Value ($000) $18,120 Shares 47,245 Est. Cost $495.13 Unrealized -13.4%
MRK MERCK & CO INC COM 0.6%
Value ($000) $17,883 Shares 199,227 Est. Cost $97.83 Unrealized -7.9%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.6%
Value ($000) $17,727 Shares 707,960 Est. Cost $27.87 Unrealized
URI UNITED RENTALS INC COM 0.6%
Value ($000) $17,677 Shares 28,206 Est. Cost $804.87 Unrealized -15.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $17,420 Shares 100,557 Est. Cost $174.95 Unrealized
USFR WisdomTree Floating Rate Treasury Fund 0.5%
Value ($000) $17,282 Shares 343,368 Est. Cost $50.32 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $16,520 Shares 33,200 Est. Cost $547.25 Unrealized -1.4%
ZTS ZOETIS INC CL A 0.5%
Value ($000) $16,237 Shares 98,617 Est. Cost $176.07 Unrealized -6.6%
CME CME GROUP INC COM 0.5%
Value ($000) $16,121 Shares 60,769 Est. Cost $219.66 Unrealized +10.4%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $15,889 Shares 133,598 Est. Cost $112.09 Unrealized -4.4%
V VISA INC COM CL A 0.5%
Value ($000) $15,642 Shares 44,633 Est. Cost $298.33 Unrealized +12.7%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $15,372 Shares 100,070 Est. Cost $159.52 Unrealized +0.1%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.5%
Value ($000) $15,205 Shares 254,776 Est. Cost $61.72 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.5%
Value ($000) $15,176 Shares 297,163 Est. Cost $51.14 Unrealized
CSCO CISCO SYS INC COM 0.5%
Value ($000) $14,847 Shares 240,594 Est. Cost $56.75 Unrealized +5.9%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $14,750 Shares 82,079 Est. Cost $193.15 Unrealized -5.7%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $14,308 Shares 85,528 Est. Cost $146.77 Unrealized +2.5%
CBOE CBOE GLOBAL MKTS INC COM 0.5%
Value ($000) $14,264 Shares 63,034 Est. Cost $204.35 Unrealized +1.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.5%
Value ($000) $14,239 Shares 177,169 Est. Cost $87.90 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.4%
Value ($000) $14,096 Shares 134,798 Est. Cost $114.22 Unrealized
MLI MUELLER INDS INC COM 0.4%
Value ($000) $13,736 Shares 180,402 Est. Cost $80.24 Unrealized -1.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $13,703 Shares 37,949 Est. Cost $400.74 Unrealized
META META PLATFORMS INC CL A 0.4%
Value ($000) $13,017 Shares 22,586 Est. Cost $584.74 Unrealized +10.0%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.4%
Value ($000) $12,966 Shares 318,031 Est. Cost $40.49 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.4%
Value ($000) $12,667 Shares 159,420 Est. Cost $86.89 Unrealized
NDAQ NASDAQ INC COM 0.4%
Value ($000) $12,362 Shares 162,957 Est. Cost $76.22 Unrealized +2.0%
FDX FEDEX CORP COM 0.4%
Value ($000) $12,226 Shares 50,152 Est. Cost $266.73 Unrealized -4.9%
CRM SALESFORCE INC COM 0.4%
Value ($000) $12,067 Shares 44,968 Est. Cost $316.59 Unrealized -2.4%
INTU INTUIT COM 0.4%
Value ($000) $12,035 Shares 19,601 Est. Cost $634.69 Unrealized -5.9%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $11,918 Shares 120,752 Est. Cost $104.02 Unrealized +2.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.4%
Value ($000) $11,493 Shares 23,706 Est. Cost $463.53 Unrealized +0.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.4%
Value ($000) $11,180 Shares 399,845 Est. Cost $27.32 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.4%
Value ($000) $11,092 Shares 304,647 Est. Cost $34.36 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.3%
Value ($000) $10,842 Shares 212,380 Est. Cost $50.89 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.3%
Value ($000) $10,687 Shares 262,206 Est. Cost $44.92 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.3%
Value ($000) $10,604 Shares 207,199 Est. Cost $54.53 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $10,370 Shares 111,759 Est. Cost $103.30 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.3%
Value ($000) $10,364 Shares 134,504 Est. Cost $80.20 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $10,173 Shares 67,846 Est. Cost $153.32 Unrealized -6.4%
LOW LOWES COS INC COM 0.3%
Value ($000) $9,905 Shares 42,470 Est. Cost $260.75 Unrealized -7.2%
QQQ INVESCO QQQ TRUST SERIES I 0.3%
Value ($000) $9,677 Shares 20,636 Est. Cost $509.23 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $9,636 Shares 45,508 Est. Cost $202.96 Unrealized -2.2%
CGGR CAPITAL GROUP GROWTH ETF 0.3%
Value ($000) $9,484 Shares 276,914 Est. Cost $37.17 Unrealized
D DOMINION ENERGY INC COM 0.3%
Value ($000) $9,473 Shares 168,958 Est. Cost $54.04 Unrealized -2.4%
VEEV VEEVA SYS INC CL A COM 0.3%
Value ($000) $9,393 Shares 40,551 Est. Cost $219.92 Unrealized +3.9%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $9,363 Shares 17,140 Est. Cost $544.86 Unrealized +8.4%
UNILEVER PLC (US ADR) 0.3%
Value ($000) $9,362 Shares 157,217 Est. Cost $56.70 Unrealized
WSM WILLIAMS SONOMA INC COM 0.3%
Value ($000) $9,033 Shares 57,133 Est. Cost $156.19 Unrealized +22.2%
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.3%
Value ($000) $8,724 Shares 232,182 Est. Cost $37.58 Unrealized
PWR QUANTA SVCS INC COM 0.3%
Value ($000) $8,713 Shares 34,280 Est. Cost $320.18 Unrealized -9.9%
CP CANADIAN PACIFIC KANSAS CITY COM 0.3%
Value ($000) $8,624 Shares 122,832 Est. Cost $76.44 Unrealized -1.1%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.3%
Value ($000) $8,574 Shares 302,650 Est. Cost $29.22 Unrealized
FISV FISERV INC COM 0.3%
Value ($000) $8,555 Shares 38,742 Est. Cost $204.14 Unrealized +7.2%
SYY SYSCO CORP COM 0.3%
Value ($000) $8,474 Shares 112,931 Est. Cost $72.93 Unrealized -2.2%
KO COCA COLA CO COM 0.3%
Value ($000) $8,285 Shares 115,680 Est. Cost $63.09 Unrealized +3.0%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $8,178 Shares 4,192 Est. Cost $1947.25 Unrealized +1.9%
CI THE CIGNA GROUP COM 0.2%
Value ($000) $7,865 Shares 23,904 Est. Cost $311.40 Unrealized -5.0%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $7,751 Shares 29,972 Est. Cost $264.06 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $7,691 Shares 87,606 Est. Cost $89.58 Unrealized +3.8%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $7,626 Shares 31,174 Est. Cost $253.75 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $7,477 Shares 56,364 Est. Cost $113.88 Unrealized +10.2%
MBB ISHARES MBS ETF 0.2%
Value ($000) $7,450 Shares 79,445 Est. Cost $91.68 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $7,441 Shares 283,997 Est. Cost $27.71 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.2%
Value ($000) $7,409 Shares 40,227 Est. Cost $184.51 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $7,393 Shares 82,278 Est. Cost $85.36 Unrealized +2.4%
VV VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $7,344 Shares 51,855 Est. Cost $146.87 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $7,321 Shares 88,273 Est. Cost $79.99 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $7,269 Shares 161,280 Est. Cost $42.17 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $7,211 Shares 59,120 Est. Cost $109.64 Unrealized +0.8%
AVGO BROADCOM INC COM 0.2%
Value ($000) $6,987 Shares 41,732 Est. Cost $182.87 Unrealized +14.7%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $6,970 Shares 106,820 Est. Cost $78.08 Unrealized -0.5%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $6,963 Shares 25,544 Est. Cost $273.39 Unrealized -6.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $6,960 Shares 27,990 Est. Cost $216.31 Unrealized +10.7%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $6,959 Shares 186,067 Est. Cost $35.09 Unrealized -1.4%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $6,862 Shares 48,248 Est. Cost $130.00 Unrealized -0.2%
HALO HALOZYME THERAPEUTICS INC COM 0.2%
Value ($000) $6,726 Shares 105,399 Est. Cost $51.68 Unrealized +12.4%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $6,543 Shares 24,318 Est. Cost $283.58 Unrealized +3.1%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.2%
Value ($000) $6,437 Shares 106,111 Est. Cost $57.41 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $6,337 Shares 20,309 Est. Cost $354.74 Unrealized -1.5%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $6,251 Shares 219,088 Est. Cost $26.04 Unrealized +2.6%
IYW iShares U.S. Technology ETF 0.2%
Value ($000) $6,249 Shares 44,495 Est. Cost $159.52 Unrealized
AMLP Alerian MLP ETF 0.2%
Value ($000) $6,223 Shares 119,814 Est. Cost $48.23 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $6,150 Shares 83,724 Est. Cost $72.06 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $6,147 Shares 25,189 Est. Cost $217.77 Unrealized +2.6%
GLW CORNING INC COM 0.2%
Value ($000) $6,070 Shares 132,591 Est. Cost $47.53 Unrealized +2.2%
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 0.2%
Value ($000) $6,030 Shares 58,451 Est. Cost $111.87 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $6,021 Shares 65,485 Est. Cost $84.36 Unrealized -0.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $5,948 Shares 23,627 Est. Cost $280.06 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $5,914 Shares 20,524 Est. Cost $256.62 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $5,861 Shares 17,396 Est. Cost $390.73 Unrealized -8.1%
PFE PFIZER INC COM 0.2%
Value ($000) $5,837 Shares 230,339 Est. Cost $24.94 Unrealized -0.9%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.2%
Value ($000) $5,713 Shares 84,001 Est. Cost $71.43 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $5,682 Shares 93,166 Est. Cost $54.21 Unrealized +2.3%
CTVA CORTEVA INC COM 0.2%
Value ($000) $5,677 Shares 90,206 Est. Cost $58.91 Unrealized +4.0%
SHEL SHELL PLC SPON ADS 0.2%
Value ($000) $5,564 Shares 75,930 Est. Cost $62.65 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $5,550 Shares 122,352 Est. Cost $39.52 Unrealized +0.2%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $5,506 Shares 16,694 Est. Cost $379.90 Unrealized -7.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $5,502 Shares 94,289 Est. Cost $62.31 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $5,428 Shares 85,618 Est. Cost $71.48 Unrealized -8.0%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.2%
Value ($000) $5,411 Shares 164,018 Est. Cost $34.59 Unrealized
DT DYNATRACE INC COM NEW 0.2%
Value ($000) $5,354 Shares 113,555 Est. Cost $54.55 Unrealized +0.3%
DE DEERE & CO COM 0.2%
Value ($000) $5,345 Shares 11,389 Est. Cost $423.10 Unrealized +9.1%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $5,277 Shares 26,454 Est. Cost $217.86 Unrealized
PINNACLE FINL PARTNERS INC COM 0.2%
Value ($000) $5,242 Shares 49,433 Est. Cost $114.39 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.2%
Value ($000) $5,145 Shares 36,407 Est. Cost $146.82 Unrealized -0.2%
LIN LINDE PLC SHS 0.2%
Value ($000) $5,138 Shares 11,035 Est. Cost $448.71 Unrealized -0.9%
XLK Technology Select Sector SPDR Fund 0.2%
Value ($000) $5,042 Shares 24,417 Est. Cost $232.52 Unrealized
DOCU DOCUSIGN INC COM 0.2%
Value ($000) $5,041 Shares 61,933 Est. Cost $79.94 Unrealized +9.6%
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.2%
Value ($000) $4,967 Shares 138,156 Est. Cost $36.67 Unrealized
ORCL ORACLE CORP COM 0.2%
Value ($000) $4,954 Shares 35,435 Est. Cost $167.73 Unrealized -3.7%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $4,940 Shares 118,368 Est. Cost $42.83 Unrealized +1.9%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $4,882 Shares 74,426 Est. Cost $69.34 Unrealized -2.3%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $4,864 Shares 184,581 Est. Cost $26.13 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.2%
Value ($000) $4,795 Shares 117,030 Est. Cost $42.45 Unrealized +1.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $4,783 Shares 37,085 Est. Cost $127.59 Unrealized
TMSL T. ROWE PRICE SMALL-MID CAP ETF 0.2%
Value ($000) $4,742 Shares 155,569 Est. Cost $32.25 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $4,706 Shares 46,745 Est. Cost $100.32 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $4,699 Shares 47,502 Est. Cost $96.90 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $4,653 Shares 18,296 Est. Cost $290.70 Unrealized -4.3%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $4,608 Shares 57,519 Est. Cost $79.25 Unrealized +3.0%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $4,587 Shares 37,149 Est. Cost $122.03 Unrealized -2.3%
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.1%
Value ($000) $4,568 Shares 140,173 Est. Cost $30.01 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.1%
Value ($000) $4,471 Shares 23,638 Est. Cost $201.47 Unrealized -2.5%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $4,409 Shares 40,090 Est. Cost $121.14 Unrealized -7.0%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $4,310 Shares 78,713 Est. Cost $56.48 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $4,274 Shares 48,569 Est. Cost $92.65 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $4,273 Shares 22,027 Est. Cost $195.83 Unrealized
KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY 0.1%
Value ($000) $4,253 Shares 118,999 Est. Cost $37.35 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.1%
Value ($000) $4,136 Shares 43,313 Est. Cost $97.45 Unrealized +11.8%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $4,052 Shares 36,286 Est. Cost $116.19 Unrealized -6.2%
AMGN AMGEN INC COM 0.1%
Value ($000) $4,025 Shares 12,918 Est. Cost $286.16 Unrealized +0.4%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $3,973 Shares 9,264 Est. Cost $522.72 Unrealized -7.1%
NEM NEWMONT CORP COM 0.1%
Value ($000) $3,956 Shares 81,944 Est. Cost $43.26 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $3,922 Shares 35,891 Est. Cost $93.24 Unrealized +5.6%
EVRG EVERGY INC COM 0.1%
Value ($000) $3,903 Shares 56,608 Est. Cost $63.12 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.1%
Value ($000) $3,862 Shares 87,872 Est. Cost $39.41 Unrealized +11.1%
BARRICK GOLD CORP COM 0.1%
Value ($000) $3,840 Shares 197,537 Est. Cost $19.44 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $3,834 Shares 22,467 Est. Cost $188.71 Unrealized -2.0%
XLV Health Care Select Sector SPDR Fund 0.1%
Value ($000) $3,779 Shares 25,880 Est. Cost $137.57 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $3,757 Shares 34,014 Est. Cost $110.13 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.1%
Value ($000) $3,745 Shares 16,091 Est. Cost $226.47 Unrealized +6.1%
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $3,736 Shares 10,282 Est. Cost $369.02 Unrealized -5.2%
OWL BLUE OWL CAPITAL INC COM CL A 0.1%
Value ($000) $3,707 Shares 184,960 Est. Cost $22.89 Unrealized -1.7%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $3,705 Shares 88,639 Est. Cost $39.96 Unrealized -0.1%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $3,664 Shares 6,996 Est. Cost $552.89 Unrealized -9.7%
BA BOEING CO COM 0.1%
Value ($000) $3,663 Shares 21,479 Est. Cost $158.20 Unrealized +9.4%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $3,646 Shares 6,651 Est. Cost $514.68 Unrealized +5.3%
INGR INGREDION INC COM 0.1%
Value ($000) $3,613 Shares 26,719 Est. Cost $132.08 Unrealized 0.0%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.1%
Value ($000) $3,608 Shares 70,928 Est. Cost $50.70 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $3,595 Shares 29,520 Est. Cost $117.72 Unrealized +2.0%
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.1%
Value ($000) $3,595 Shares 95,865 Est. Cost $37.50 Unrealized
DASH DOORDASH INC CL A 0.1%
Value ($000) $3,590 Shares 19,643 Est. Cost $165.33 Unrealized +13.7%
AON AON PLC SHS CL A 0.1%
Value ($000) $3,525 Shares 8,832 Est. Cost $365.26 Unrealized +4.5%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $3,496 Shares 8,037 Est. Cost $409.27 Unrealized -3.7%
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $3,464 Shares 54,281 Est. Cost $56.88 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $3,424 Shares 14,457 Est. Cost $248.46 Unrealized -3.7%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $3,387 Shares 225,644 Est. Cost $15.70 Unrealized -1.0%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $3,357 Shares 15,427 Est. Cost $198.35 Unrealized -4.4%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.1%
Value ($000) $3,339 Shares 9,880 Est. Cost $302.48 Unrealized +6.6%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $3,262 Shares 106,149 Est. Cost $31.44 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $3,256 Shares 10,425 Est. Cost $290.22 Unrealized +0.9%
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $3,245 Shares 25,940 Est. Cost $130.47 Unrealized -4.2%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $3,233 Shares 13,034 Est. Cost $257.33 Unrealized -2.6%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $3,224 Shares 13,925 Est. Cost $211.11 Unrealized +3.4%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $3,220 Shares 88,486 Est. Cost $35.23 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $3,217 Shares 64,473 Est. Cost $48.42 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $3,214 Shares 64,466 Est. Cost $49.62 Unrealized
FMX FOMENTO ECONOMICO MEXICANO SAB (US ADR) 0.1%
Value ($000) $3,196 Shares 32,754 Est. Cost $85.49 Unrealized
HAL HALLIBURTON CO COM 0.1%
Value ($000) $3,196 Shares 125,972 Est. Cost $27.85 Unrealized -8.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $3,194 Shares 4 Est. Cost $720129.80 Unrealized +1.3%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $3,189 Shares 119,555 Est. Cost $24.38 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.1%
Value ($000) $3,139 Shares 48,240 Est. Cost $55.70 Unrealized +0.6%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $3,117 Shares 16,568 Est. Cost $185.13 Unrealized
JPEF JPMORGAN EQUITY FOCUS ETF 0.1%
Value ($000) $3,097 Shares 48,642 Est. Cost $67.11 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $3,087 Shares 8,292 Est. Cost $366.32 Unrealized +2.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $3,078 Shares 36,475 Est. Cost $79.14 Unrealized +11.0%
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 0.1%
Value ($000) $3,066 Shares 60,880 Est. Cost $50.18 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $3,055 Shares 6,839 Est. Cost $519.40 Unrealized -13.7%
INDA ISHARES MSCI INDIA ETF 0.1%
Value ($000) $3,048 Shares 59,216 Est. Cost $52.64 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $2,981 Shares 37,765 Est. Cost $78.68 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.1%
Value ($000) $2,944 Shares 60,380 Est. Cost $51.25 Unrealized
CYBERARK SOFTWARE LTD SHS 0.1%
Value ($000) $2,939 Shares 8,694 Est. Cost $333.15 Unrealized
FHN FIRST HORIZON CORPORATION COM 0.1%
Value ($000) $2,933 Shares 151,053 Est. Cost $19.80 Unrealized +1.2%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $2,923 Shares 25,053 Est. Cost $119.51 Unrealized +5.4%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $2,907 Shares 156,387 Est. Cost $19.30 Unrealized
XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 0.1%
Value ($000) $2,899 Shares 74,194 Est. Cost $41.84 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $2,884 Shares 39,139 Est. Cost $68.19 Unrealized
NTR NUTRIEN LTD COM 0.1%
Value ($000) $2,878 Shares 57,934 Est. Cost $50.14 Unrealized 0.0%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $2,839 Shares 23,486 Est. Cost $127.66 Unrealized 0.0%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $2,827 Shares 30,821 Est. Cost $91.52 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $2,825 Shares 10,394 Est. Cost $347.11 Unrealized -11.1%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $2,821 Shares 30,391 Est. Cost $101.39 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $2,787 Shares 37,314 Est. Cost $33.84 Unrealized -5.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $2,785 Shares 7,898 Est. Cost $332.51 Unrealized +14.6%
TGT TARGET CORP COM 0.1%
Value ($000) $2,785 Shares 26,682 Est. Cost $133.80 Unrealized -10.2%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $2,780 Shares 14,405 Est. Cost $210.45 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $2,773 Shares 52,953 Est. Cost $51.70 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $2,746 Shares 37,695 Est. Cost $71.43 Unrealized +0.9%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $2,736 Shares 14,398 Est. Cost $222.56 Unrealized -5.9%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $2,712 Shares 65,911 Est. Cost $42.32 Unrealized +0.9%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $2,665 Shares 34,391 Est. Cost $102.84 Unrealized -1.4%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $2,656 Shares 53,525 Est. Cost $50.13 Unrealized
XLC Communication Services Select Sector SPDR Fund 0.1%
Value ($000) $2,642 Shares 27,392 Est. Cost $96.79 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $2,636 Shares 28,143 Est. Cost $88.79 Unrealized
XLF Financial Select Sector SPDR Fund 0.1%
Value ($000) $2,635 Shares 52,909 Est. Cost $48.53 Unrealized
XLU Utilities Select Sector SPDR Fund 0.1%
Value ($000) $2,633 Shares 33,396 Est. Cost $75.69 Unrealized
PSTG PURE STORAGE INC CL A 0.1%
Value ($000) $2,623 Shares 59,260 Est. Cost $55.69 Unrealized +8.3%
CB CHUBB LIMITED COM 0.1%
Value ($000) $2,616 Shares 8,664 Est. Cost $281.36 Unrealized -1.8%
FLTR VanEck Investment Grade Floating Rate ETF 0.1%
Value ($000) $2,554 Shares 99,952 Est. Cost $25.45 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $2,553 Shares 31,243 Est. Cost $75.72 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $2,551 Shares 33,719 Est. Cost $70.28 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $2,549 Shares 95,898 Est. Cost $26.07 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $2,544 Shares 56,202 Est. Cost $44.11 Unrealized
RBCAA REPUBLIC BANCORP INC KY CL A 0.1%
Value ($000) $2,527 Shares 39,596 Est. Cost $71.37 Unrealized -7.1%
BLK BLACKROCK INC COM 0.1%
Value ($000) $2,438 Shares 2,576 Est. Cost $990.43 Unrealized -2.9%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2,404 Shares 40,059 Est. Cost $48.82 Unrealized +4.5%
BX BLACKSTONE INC COM 0.1%
Value ($000) $2,389 Shares 17,090 Est. Cost $168.47 Unrealized -6.1%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $2,385 Shares 56,480 Est. Cost $46.33 Unrealized -4.6%
INMD INMODE LTD SHS 0.1%
Value ($000) $2,375 Shares 133,867 Est. Cost $17.74 Unrealized +1.5%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value ($000) $2,357 Shares 100,649 Est. Cost $23.46 Unrealized
RY ROYAL BK CDA COM 0.1%
Value ($000) $2,338 Shares 20,740 Est. Cost $123.44 Unrealized -4.6%
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 0.1%
Value ($000) $2,326 Shares 48,890 Est. Cost $47.76 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $2,323 Shares 16,004 Est. Cost $176.84 Unrealized -5.8%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $2,321 Shares 27,672 Est. Cost $75.61 Unrealized +9.2%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $2,319 Shares 22,568 Est. Cost $143.89 Unrealized -22.7%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $2,296 Shares 9,639 Est. Cost $271.56 Unrealized -0.8%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $2,285 Shares 27,617 Est. Cost $82.08 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $2,277 Shares 4,197 Est. Cost $621.77 Unrealized
AUB ATLANTIC UN BANKSHARES CORP COM 0.1%
Value ($000) $2,253 Shares 72,363 Est. Cost $37.49 Unrealized -9.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $2,248 Shares 12,065 Est. Cost $198.18 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $2,247 Shares 6,130 Est. Cost $387.42 Unrealized -1.6%
BFS SAUL CTRS INC COM 0.1%
Value ($000) $2,236 Shares 62,000 Est. Cost $38.80 Unrealized
XLE Energy Select Sector SPDR Fund 0.1%
Value ($000) $2,203 Shares 23,576 Est. Cost $85.66 Unrealized
TBLL INVESCO SHORT TERM TREASURY ETF 0.1%
Value ($000) $2,191 Shares 20,764 Est. Cost $105.59 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $2,173 Shares 9,486 Est. Cost $225.20 Unrealized +1.0%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $2,166 Shares 30,512 Est. Cost $66.67 Unrealized +11.8%
MAS MASCO CORP COM 0.1%
Value ($000) $2,150 Shares 30,914 Est. Cost $78.41 Unrealized -6.1%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $2,150 Shares 95,248 Est. Cost $22.27 Unrealized
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $2,123 Shares 30,579 Est. Cost $84.65 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $2,092 Shares 26,730 Est. Cost $77.27 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value ($000) $2,076 Shares 85,763 Est. Cost $24.07 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF 0.1%
Value ($000) $2,070 Shares 43,230 Est. Cost $47.32 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $2,061 Shares 7,954 Est. Cost $321.74 Unrealized +3.6%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $2,059 Shares 26,302 Est. Cost $74.79 Unrealized +3.8%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $2,034 Shares 21,345 Est. Cost $95.43 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $2,032 Shares 7,684 Est. Cost $244.86 Unrealized +0.2%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $2,020 Shares 59,777 Est. Cost $30.79 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,003 Shares 8,479 Est. Cost $230.22 Unrealized +2.3%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $1,986 Shares 28,293 Est. Cost $63.47 Unrealized
EFX EQUIFAX INC COM 0.1%
Value ($000) $1,963 Shares 8,061 Est. Cost $265.60 Unrealized -6.0%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $1,957 Shares 33,349 Est. Cost $58.26 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $1,952 Shares 24,308 Est. Cost $80.68 Unrealized +0.6%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $1,946 Shares 17,595 Est. Cost $94.78 Unrealized +0.5%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $1,920 Shares 14,148 Est. Cost $132.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,919 Shares 11,560 Est. Cost $186.60 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,905 Shares 6,236 Est. Cost $287.90 Unrealized +2.6%
AGM FEDERAL AGRIC MTG CORP CL C 0.1%
Value ($000) $1,902 Shares 10,141 Est. Cost $191.09 Unrealized -0.4%
XLI Industrial Select Sector SPDR Fund 0.1%
Value ($000) $1,893 Shares 14,445 Est. Cost $131.76 Unrealized
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.1%
Value ($000) $1,883 Shares 44,741 Est. Cost $44.09 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value ($000) $1,849 Shares 44,436 Est. Cost $47.54 Unrealized 0.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $1,840 Shares 1,973 Est. Cost $82.31 Unrealized +15.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $1,836 Shares 36,576 Est. Cost $59.28 Unrealized -8.3%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $1,816 Shares 20,899 Est. Cost $99.27 Unrealized -3.6%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.1%
Value ($000) $1,779 Shares 70,718 Est. Cost $25.05 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $1,766 Shares 8,758 Est. Cost $216.79 Unrealized -1.8%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $1,765 Shares 37,104 Est. Cost $56.77 Unrealized
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.1%
Value ($000) $1,748 Shares 54,141 Est. Cost $33.24 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $1,739 Shares 23,917 Est. Cost $74.98 Unrealized +4.2%
PKG PACKAGING CORP AMER COM 0.1%
Value ($000) $1,735 Shares 8,759 Est. Cost $224.51 Unrealized -7.2%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,692 Shares 18,053 Est. Cost $93.07 Unrealized -5.6%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $1,691 Shares 9,500 Est. Cost $199.18 Unrealized -9.5%
XLP Consumer Staples Select Sector SPDR Fund 0.1%
Value ($000) $1,666 Shares 20,404 Est. Cost $78.61 Unrealized
AFSM FIRST TRUST ACTIVE FACTOR SMALL CAP ETF 0.1%
Value ($000) $1,662 Shares 59,481 Est. Cost $30.08 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $1,653 Shares 16,386 Est. Cost $88.03 Unrealized +14.4%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $1,627 Shares 27,793 Est. Cost $59.12 Unrealized
AVAV AEROVIRONMENT INC COM 0.1%
Value ($000) $1,613 Shares 13,535 Est. Cost $165.71 Unrealized -7.3%
CLOA ISHARES AAA CLO ACTIVE ETF 0.1%
Value ($000) $1,608 Shares 31,062 Est. Cost $51.77 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $1,601 Shares 46,908 Est. Cost $31.36 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $1,594 Shares 65,772 Est. Cost $24.19 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $1,580 Shares 20,340 Est. Cost $82.42 Unrealized -2.9%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $1,573 Shares 31,066 Est. Cost $50.46 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $1,572 Shares 14,378 Est. Cost $121.53 Unrealized -7.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1,556 Shares 8,850 Est. Cost $189.31 Unrealized -3.2%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $1,505 Shares 102,654 Est. Cost $13.10 Unrealized +2.5%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $1,493 Shares 11,115 Est. Cost $131.29 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1,482 Shares 14,937 Est. Cost $96.84 Unrealized -1.9%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $1,481 Shares 39,244 Est. Cost $40.23 Unrealized
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $1,467 Shares 28,930 Est. Cost $50.71 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $1,456 Shares 31,097 Est. Cost $52.87 Unrealized
WINN HARBOR LONG-TERM GROWERS ETF 0.0%
Value ($000) $1,440 Shares 58,786 Est. Cost $27.21 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1,438 Shares 5,392 Est. Cost $237.37 Unrealized +2.4%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $1,425 Shares 35,664 Est. Cost $45.51 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1,422 Shares 11,039 Est. Cost $124.91 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $1,420 Shares 3,383 Est. Cost $425.50 Unrealized
UPWK UPWORK INC COM 0.0%
Value ($000) $1,418 Shares 108,672 Est. Cost $14.40 Unrealized +5.8%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $1,409 Shares 21,953 Est. Cost $63.15 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1,398 Shares 8,810 Est. Cost $122.42 Unrealized +11.9%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $1,385 Shares 11,945 Est. Cost $117.48 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $1,382 Shares 123,210 Est. Cost $11.53 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,376 Shares 14,030 Est. Cost $93.94 Unrealized +7.5%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1,372 Shares 29,837 Est. Cost $35.32 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $1,364 Shares 2,557 Est. Cost $569.60 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $1,351 Shares 12,148 Est. Cost $106.42 Unrealized -2.2%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $1,350 Shares 17,249 Est. Cost $85.84 Unrealized
XLY Consumer Discretionary Select Sector SPDR Fund 0.0%
Value ($000) $1,346 Shares 6,815 Est. Cost $224.36 Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $1,322 Shares 15,000 Est. Cost $86.67 Unrealized +2.8%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1,317 Shares 2,592 Est. Cost $503.12 Unrealized +0.9%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1,294 Shares 2,129 Est. Cost $655.15 Unrealized -1.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $1,294 Shares 15,212 Est. Cost $88.34 Unrealized
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $1,290 Shares 61,559 Est. Cost $17.57 Unrealized +9.5%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $1,282 Shares 21,416 Est. Cost $59.82 Unrealized
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF 0.0%
Value ($000) $1,252 Shares 24,678 Est. Cost $50.73 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1,252 Shares 10,596 Est. Cost $116.18 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $1,239 Shares 6,045 Est. Cost $243.95 Unrealized -11.1%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,231 Shares 24,475 Est. Cost $49.74 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1,225 Shares 2,393 Est. Cost $492.27 Unrealized -4.5%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $1,212 Shares 3,972 Est. Cost $327.41 Unrealized +6.3%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $1,189 Shares 49,164 Est. Cost $23.96 Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $1,177 Shares 7,346 Est. Cost $194.48 Unrealized -12.3%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $1,177 Shares 25,784 Est. Cost $44.87 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $1,170 Shares 1,766 Est. Cost $693.20 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $1,170 Shares 16,145 Est. Cost $71.04 Unrealized
T AT&T INC COM 0.0%
Value ($000) $1,167 Shares 41,270 Est. Cost $21.51 Unrealized +13.2%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $1,147 Shares 49,591 Est. Cost $22.85 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $1,142 Shares 6,500 Est. Cost $192.96 Unrealized -1.4%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $1,140 Shares 43,523 Est. Cost $24.86 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1,133 Shares 7,779 Est. Cost $148.83 Unrealized -2.5%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1,123 Shares 7,279 Est. Cost $137.39 Unrealized +4.2%
NKE NIKE INC CL B 0.0%
Value ($000) $1,122 Shares 17,678 Est. Cost $74.37 Unrealized -3.1%
DSEP FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $1,104 Shares 27,834 Est. Cost $40.55 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1,104 Shares 15,813 Est. Cost $66.21 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1,092 Shares 6,091 Est. Cost $170.68 Unrealized +9.4%
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 0.0%
Value ($000) $1,089 Shares 34,183 Est. Cost $30.06 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $1,087 Shares 10,348 Est. Cost $102.31 Unrealized -5.4%
HAE HAEMONETICS CORP MASS COM 0.0%
Value ($000) $1,082 Shares 17,024 Est. Cost $68.01 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1,073 Shares 6,219 Est. Cost $156.24 Unrealized +3.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $1,072 Shares 10,170 Est. Cost $106.55 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $1,070 Shares 12,438 Est. Cost $112.79 Unrealized -17.4%
BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $1,066 Shares 10,530 Est. Cost $101.20 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,066 Shares 9,719 Est. Cost $119.02 Unrealized -0.2%
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF 0.0%
Value ($000) $1,056 Shares 21,237 Est. Cost $49.55 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $1,053 Shares 28,548 Est. Cost $39.99 Unrealized -12.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $1,049 Shares 14,797 Est. Cost $75.03 Unrealized -8.5%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $1,036 Shares 32,407 Est. Cost $30.99 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $1,032 Shares 85,392 Est. Cost $12.23 Unrealized
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 0.0%
Value ($000) $1,031 Shares 24,903 Est. Cost $43.20 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $1,029 Shares 39,021 Est. Cost $25.31 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $1,027 Shares 8,245 Est. Cost $135.37 Unrealized
SAMG SILVERCREST ASSET MGMT GROUP I CL A 0.0%
Value ($000) $1,024 Shares 62,588 Est. Cost $17.75 Unrealized +0.2%
DFVX DIMENSIONAL US LARGE CAP VECTOR ETF 0.0%
Value ($000) $1,016 Shares 15,835 Est. Cost $64.83 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $1,010 Shares 6,874 Est. Cost $128.56 Unrealized +12.5%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,001 Shares 19,053 Est. Cost $51.51 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $998 Shares 3,531 Est. Cost $341.70 Unrealized 0.0%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $996 Shares 39,420 Est. Cost $24.96 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $996 Shares 5,224 Est. Cost $190.88 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $984 Shares 98,083 Est. Cost $9.87 Unrealized -6.4%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $978 Shares 47,260 Est. Cost $21.07 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $971 Shares 13,529 Est. Cost $67.53 Unrealized +9.1%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $964 Shares 8,517 Est. Cost $106.02 Unrealized -0.1%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $961 Shares 8,180 Est. Cost $126.75 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $955 Shares 17,396 Est. Cost $61.49 Unrealized 0.0%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $954 Shares 4,523 Est. Cost $235.26 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $954 Shares 5,913 Est. Cost $184.88 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $952 Shares 11,137 Est. Cost $69.96 Unrealized +15.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $946 Shares 1,406 Est. Cost $608.01 Unrealized +1.3%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $941 Shares 10,950 Est. Cost $84.14 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $936 Shares 14,364 Est. Cost $73.87 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $936 Shares 16,119 Est. Cost $58.06 Unrealized
IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF 0.0%
Value ($000) $930 Shares 44,340 Est. Cost $19.42 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $928 Shares 13,680 Est. Cost $63.61 Unrealized -6.1%
MTRX MATRIX SVC CO COM 0.0%
Value ($000) $914 Shares 73,531 Est. Cost $13.39 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $911 Shares 3,594 Est. Cost $245.53 Unrealized +1.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $905 Shares 9,941 Est. Cost $87.33 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.0%
Value ($000) $905 Shares 40,656 Est. Cost $21.93 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $895 Shares 22,552 Est. Cost $39.00 Unrealized
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $894 Shares 12,698 Est. Cost $75.68 Unrealized -9.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $889 Shares 900 Est. Cost $1116.02 Unrealized -8.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $873 Shares 1,994 Est. Cost $468.46 Unrealized -5.7%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $872 Shares 6,369 Est. Cost $155.70 Unrealized -2.5%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $866 Shares 6,914 Est. Cost $130.63 Unrealized 0.0%
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.0%
Value ($000) $864 Shares 39,671 Est. Cost $21.35 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $863 Shares 6,262 Est. Cost $151.40 Unrealized +3.3%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $862 Shares 25,223 Est. Cost $34.78 Unrealized +1.2%
DOW DOW INC COM 0.0%
Value ($000) $859 Shares 24,606 Est. Cost $42.44 Unrealized -15.3%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $856 Shares 8,976 Est. Cost $92.45 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $852 Shares 15,468 Est. Cost $55.45 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $849 Shares 4,058 Est. Cost $234.55 Unrealized -12.2%
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value ($000) $845 Shares 23,804 Est. Cost $28.80 Unrealized +13.4%
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $831 Shares 28,088 Est. Cost $28.17 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $831 Shares 12,266 Est. Cost $53.65 Unrealized +8.1%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $830 Shares 3,586 Est. Cost $219.98 Unrealized +2.4%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $819 Shares 102,912 Est. Cost $7.86 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $807 Shares 21,018 Est. Cost $40.52 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $802 Shares 27,439 Est. Cost $29.01 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $801 Shares 1,655 Est. Cost $526.39 Unrealized -1.5%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $801 Shares 7,835 Est. Cost $99.55 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $795 Shares 35,470 Est. Cost $22.20 Unrealized
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $792 Shares 39,672 Est. Cost $21.51 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $783 Shares 8,112 Est. Cost $106.04 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $783 Shares 4,545 Est. Cost $242.13 Unrealized 0.0%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $781 Shares 14,596 Est. Cost $47.86 Unrealized
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $780 Shares 20,279 Est. Cost $38.62 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $779 Shares 4,562 Est. Cost $163.83 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $773 Shares 6,139 Est. Cost $129.34 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $773 Shares 7,322 Est. Cost $105.48 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $770 Shares 3,178 Est. Cost $204.32 Unrealized +8.6%
CSX CSX CORP COM 0.0%
Value ($000) $769 Shares 26,139 Est. Cost $33.68 Unrealized -7.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $769 Shares 3,843 Est. Cost $177.15 Unrealized +10.5%
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $764 Shares 30,550 Est. Cost $37.25 Unrealized -25.9%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $760 Shares 19,877 Est. Cost $41.26 Unrealized
INOD INNODATA INC COM NEW 0.0%
Value ($000) $754 Shares 21,000 Est. Cost $31.51 Unrealized +39.4%
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value ($000) $753 Shares 12,035 Est. Cost $68.00 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $752 Shares 6,749 Est. Cost $97.31 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $751 Shares 15,682 Est. Cost $50.82 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $751 Shares 7,704 Est. Cost $108.61 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $751 Shares 6,300 Est. Cost $120.15 Unrealized -2.8%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $748 Shares 3,205 Est. Cost $266.73 Unrealized -5.4%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $744 Shares 22,210 Est. Cost $35.78 Unrealized
USMC PRINCIPAL U.S. MEGA-CAP ETF 0.0%
Value ($000) $744 Shares 13,100 Est. Cost $60.03 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $732 Shares 6,004 Est. Cost $128.82 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $726 Shares 8,826 Est. Cost $76.14 Unrealized +0.3%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $724 Shares 1,488 Est. Cost $472.88 Unrealized -5.2%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $723 Shares 36,527 Est. Cost $18.34 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $720 Shares 14,596 Est. Cost $48.16 Unrealized -0.7%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $719 Shares 36,551 Est. Cost $19.23 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $708 Shares 2,676 Est. Cost $263.59 Unrealized +1.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $704 Shares 4,475 Est. Cost $132.27 Unrealized +7.1%
NOW SERVICENOW INC COM 0.0%
Value ($000) $701 Shares 881 Est. Cost $199.33 Unrealized -3.3%
RGCO RGC RES INC COM 0.0%
Value ($000) $699 Shares 33,477 Est. Cost $20.74 Unrealized -0.7%
RPM RPM INTL INC COM 0.0%
Value ($000) $694 Shares 6,001 Est. Cost $125.93 Unrealized -3.5%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $694 Shares 6,194 Est. Cost $87.00 Unrealized +15.5%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $690 Shares 8,551 Est. Cost $85.63 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $687 Shares 96,574 Est. Cost $8.87 Unrealized 0.0%
CEFS SABA CLOSED END FUNDS ETF 0.0%
Value ($000) $686 Shares 32,172 Est. Cost $21.42 Unrealized
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $686 Shares 8,660 Est. Cost $71.92 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $682 Shares 8,343 Est. Cost $80.27 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $681 Shares 18,416 Est. Cost $35.18 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $659 Shares 10,184 Est. Cost $54.50 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $658 Shares 8,394 Est. Cost $86.78 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $654 Shares 33,081 Est. Cost $18.95 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $648 Shares 2,096 Est. Cost $343.47 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $647 Shares 346 Est. Cost $1659.34 Unrealized +10.9%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $636 Shares 5,959 Est. Cost $105.61 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $632 Shares 20,383 Est. Cost $26.33 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $631 Shares 27,779 Est. Cost $22.54 Unrealized -2.9%
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $629 Shares 13,167 Est. Cost $48.27 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $627 Shares 922 Est. Cost $669.07 Unrealized +6.8%
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $624 Shares 11,128 Est. Cost $53.31 Unrealized 0.0%
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $619 Shares 26,963 Est. Cost $22.81 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $618 Shares 4,674 Est. Cost $84.79 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $618 Shares 2,095 Est. Cost $304.00 Unrealized -1.2%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $610 Shares 19,580 Est. Cost $31.70 Unrealized 0.0%
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $607 Shares 12,237 Est. Cost $46.54 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $606 Shares 14,356 Est. Cost $42.23 Unrealized 0.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $596 Shares 5,748 Est. Cost $99.54 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $596 Shares 9,831 Est. Cost $60.59 Unrealized
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $594 Shares 16,152 Est. Cost $36.20 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $587 Shares 20,063 Est. Cost $28.86 Unrealized 0.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $586 Shares 1,909 Est. Cost $322.16 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $584 Shares 5,048 Est. Cost $145.82 Unrealized -6.1%
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $579 Shares 12,803 Est. Cost $44.18 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $575 Shares 2,523 Est. Cost $189.37 Unrealized +11.9%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $572 Shares 32,519 Est. Cost $17.70 Unrealized
RVTY REVVITY INC COM 0.0%
Value ($000) $571 Shares 5,398 Est. Cost $115.09 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $570 Shares 7,630 Est. Cost $83.93 Unrealized -12.3%
OPPE WISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND 0.0%
Value ($000) $565 Shares 13,342 Est. Cost $38.22 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $563 Shares 9,772 Est. Cost $57.31 Unrealized
FRST PRIMIS FINANCIAL CORP COM 0.0%
Value ($000) $561 Shares 57,400 Est. Cost $11.43 Unrealized -10.4%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $558 Shares 4,829 Est. Cost $114.48 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $558 Shares 1,668 Est. Cost $366.14 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $556 Shares 3,228 Est. Cost $188.22 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $554 Shares 3,139 Est. Cost $194.61 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $553 Shares 8,076 Est. Cost $73.84 Unrealized 0.0%
SXI STANDEX INTL CORP COM 0.0%
Value ($000) $549 Shares 3,401 Est. Cost $183.34 Unrealized 0.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $548 Shares 6,608 Est. Cost $90.12 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $547 Shares 19,280 Est. Cost $28.37 Unrealized
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $547 Shares 12,602 Est. Cost $47.31 Unrealized 0.0%
WSO WATSCO INC COM 0.0%
Value ($000) $545 Shares 1,073 Est. Cost $506.16 Unrealized -2.6%
UDR UDR INC COM 0.0%
Value ($000) $545 Shares 12,067 Est. Cost $42.30 Unrealized -2.1%
XNOV FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER 0.0%
Value ($000) $543 Shares 16,107 Est. Cost $34.01 Unrealized
ERII ENERGY RECOVERY INC COM 0.0%
Value ($000) $540 Shares 33,974 Est. Cost $15.21 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $539 Shares 13,446 Est. Cost $37.65 Unrealized 0.0%
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH 0.0%
Value ($000) $536 Shares 18,932 Est. Cost $29.76 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $535 Shares 6,080 Est. Cost $95.29 Unrealized +2.5%
TREEHOUSE FOODS INC COM 0.0%
Value ($000) $534 Shares 19,720 Est. Cost $27.09 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $531 Shares 27,941 Est. Cost $17.94 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $524 Shares 5,076 Est. Cost $98.24 Unrealized -2.1%
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $519 Shares 25,651 Est. Cost $19.94 Unrealized
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $519 Shares 14,035 Est. Cost $42.04 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $518 Shares 10,062 Est. Cost $54.68 Unrealized
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $515 Shares 4,000 Est. Cost $128.72 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $507 Shares 4,349 Est. Cost $114.72 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $506 Shares 2,294 Est. Cost $244.79 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $504 Shares 22,730 Est. Cost $19.38 Unrealized +7.6%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $502 Shares 18,408 Est. Cost $26.19 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $499 Shares 131 Est. Cost $3166.27 Unrealized +9.0%
HEIDRICK & STRUGGLES INTL INC COM 0.0%
Value ($000) $498 Shares 11,630 Est. Cost $42.83 Unrealized
MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 0.0%
Value ($000) $492 Shares 12,683 Est. Cost $39.68 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $492 Shares 15,740 Est. Cost $34.97 Unrealized 0.0%
GPIX S&P 500 PREMIUM INCOME ETF 0.0%
Value ($000) $491 Shares 10,543 Est. Cost $49.45 Unrealized
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $490 Shares 17,411 Est. Cost $30.32 Unrealized
FLAHERTY & CRUMRINE PFD INCOME COM 0.0%
Value ($000) $488 Shares 43,500 Est. Cost $11.24 Unrealized
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $487 Shares 11,583 Est. Cost $43.33 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $481 Shares 23,523 Est. Cost $19.56 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $481 Shares 17,825 Est. Cost $25.71 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $479 Shares 18,753 Est. Cost $24.04 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $475 Shares 2,733 Est. Cost $152.11 Unrealized +4.4%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $475 Shares 45,235 Est. Cost $11.31 Unrealized 0.0%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $474 Shares 3,965 Est. Cost $118.19 Unrealized
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value ($000) $472 Shares 23,214 Est. Cost $19.88 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $470 Shares 8,118 Est. Cost $60.35 Unrealized
DCRE DOUBLELINE COMMERCIAL REAL ESTATE ETF 0.0%
Value ($000) $469 Shares 9,050 Est. Cost $51.46 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $468 Shares 5,771 Est. Cost $90.06 Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $467 Shares 17,887 Est. Cost $29.07 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $463 Shares 6,306 Est. Cost $65.52 Unrealized
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $463 Shares 2,833 Est. Cost $146.68 Unrealized 0.0%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $461 Shares 23,060 Est. Cost $17.41 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $459 Shares 8,762 Est. Cost $52.02 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $457 Shares 8,322 Est. Cost $59.06 Unrealized
DFAW DIMENSIONAL WORLD EQUITY ETF 0.0%
Value ($000) $456 Shares 7,447 Est. Cost $61.28 Unrealized
XJAN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY 0.0%
Value ($000) $456 Shares 13,753 Est. Cost $33.66 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $454 Shares 4,912 Est. Cost $90.21 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $453 Shares 7,574 Est. Cost $64.08 Unrealized -9.6%
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $453 Shares 27,003 Est. Cost $16.63 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value ($000) $451 Shares 9,491 Est. Cost $46.99 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $451 Shares 2,131 Est. Cost $240.91 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $450 Shares 6,208 Est. Cost $69.99 Unrealized +2.3%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $448 Shares 5,155 Est. Cost $73.28 Unrealized +3.9%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $448 Shares 5,609 Est. Cost $80.70 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $447 Shares 4,267 Est. Cost $127.15 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $442 Shares 3,698 Est. Cost $134.70 Unrealized -0.5%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $431 Shares 3,688 Est. Cost $135.84 Unrealized -1.4%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $429 Shares 2,508 Est. Cost $177.97 Unrealized
VHT Vanguard Health Care Index ETF 0.0%
Value ($000) $425 Shares 1,605 Est. Cost $253.92 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $425 Shares 2,775 Est. Cost $145.34 Unrealized
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $423 Shares 13,540 Est. Cost $31.23 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $422 Shares 4,035 Est. Cost $150.56 Unrealized -22.1%
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $421 Shares 13,900 Est. Cost $25.85 Unrealized -0.1%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $421 Shares 19,367 Est. Cost $21.44 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $418 Shares 2,010 Est. Cost $162.95 Unrealized +15.8%
TOST TOAST INC CL A 0.0%
Value ($000) $415 Shares 12,510 Est. Cost $35.14 Unrealized +6.6%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $412 Shares 17,650 Est. Cost $23.32 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $407 Shares 7,548 Est. Cost $52.22 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $407 Shares 7,017 Est. Cost $54.51 Unrealized -3.5%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $407 Shares 4,981 Est. Cost $81.69 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $404 Shares 1,492 Est. Cost $288.88 Unrealized
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $401 Shares 11,094 Est. Cost $36.19 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $399 Shares 4,377 Est. Cost $86.15 Unrealized
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.0%
Value ($000) $396 Shares 13,264 Est. Cost $31.43 Unrealized
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $395 Shares 3,589 Est. Cost $110.29 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $395 Shares 4,335 Est. Cost $122.64 Unrealized -15.0%
SFEB FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY 0.0%
Value ($000) $391 Shares 19,152 Est. Cost $21.51 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $385 Shares 6,364 Est. Cost $56.52 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $385 Shares 6,319 Est. Cost $58.31 Unrealized
ANSYS INC COM 0.0%
Value ($000) $381 Shares 1,202 Est. Cost $337.33 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $380 Shares 3,882 Est. Cost $91.39 Unrealized +29.7%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $378 Shares 4,178 Est. Cost $89.10 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $377 Shares 4,120 Est. Cost $98.26 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $377 Shares 4,074 Est. Cost $90.79 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $372 Shares 1,078 Est. Cost $288.06 Unrealized +8.8%
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $372 Shares 2,865 Est. Cost $121.31 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.0%
Value ($000) $368 Shares 11,903 Est. Cost $29.64 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $367 Shares 2,433 Est. Cost $163.83 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $367 Shares 4,545 Est. Cost $84.84 Unrealized +1.2%
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $365 Shares 15,000 Est. Cost $24.77 Unrealized -4.9%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $362 Shares 3,792 Est. Cost $91.05 Unrealized +5.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $360 Shares 8,247 Est. Cost $41.82 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $360 Shares 3,096 Est. Cost $117.49 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $358 Shares 31,075 Est. Cost $15.18 Unrealized
QCJA FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY 0.0%
Value ($000) $356 Shares 18,538 Est. Cost $19.18 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $355 Shares 9,232 Est. Cost $38.44 Unrealized
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.0%
Value ($000) $355 Shares 15,497 Est. Cost $22.28 Unrealized
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $350 Shares 32,700 Est. Cost $10.62 Unrealized
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value ($000) $347 Shares 3,818 Est. Cost $85.43 Unrealized +5.9%
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value ($000) $346 Shares 13,829 Est. Cost $24.60 Unrealized
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $345 Shares 6,000 Est. Cost $64.59 Unrealized -4.6%
CLSE CONVERGENCE LONG/SHORT EQUITY ETF 0.0%
Value ($000) $345 Shares 15,973 Est. Cost $22.91 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value ($000) $342 Shares 8,123 Est. Cost $41.57 Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $341 Shares 9,170 Est. Cost $37.46 Unrealized
UVSP UNIVEST FINANCIAL CORPORATION COM 0.0%
Value ($000) $340 Shares 11,988 Est. Cost $29.72 Unrealized -0.4%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $340 Shares 7,666 Est. Cost $39.21 Unrealized +5.6%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $336 Shares 73 Est. Cost $4764.13 Unrealized -0.3%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $335 Shares 14,565 Est. Cost $22.98 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value ($000) $333 Shares 5,900 Est. Cost $57.27 Unrealized
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $333 Shares 3,000 Est. Cost $145.85 Unrealized -19.7%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $328 Shares 4,323 Est. Cost $74.78 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $326 Shares 7,080 Est. Cost $45.20 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $326 Shares 1,797 Est. Cost $192.50 Unrealized -0.8%
LIND LINDBLAD EXPEDITIONS HLDGS INC COM 0.0%
Value ($000) $326 Shares 35,119 Est. Cost $11.47 Unrealized -0.5%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $324 Shares 1,064 Est. Cost $339.14 Unrealized -0.8%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $324 Shares 5,385 Est. Cost $53.98 Unrealized
SIMS SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF 0.0%
Value ($000) $323 Shares 10,447 Est. Cost $34.17 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $323 Shares 2,863 Est. Cost $105.64 Unrealized +25.5%
QTOC INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER 0.0%
Value ($000) $322 Shares 11,650 Est. Cost $29.28 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $321 Shares 2,669 Est. Cost $140.88 Unrealized -10.0%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $321 Shares 15,529 Est. Cost $20.65 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $321 Shares 4,010 Est. Cost $96.08 Unrealized -9.4%
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $319 Shares 3,466 Est. Cost $95.56 Unrealized
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value ($000) $316 Shares 2,500 Est. Cost $130.58 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $315 Shares 20,816 Est. Cost $13.42 Unrealized +3.8%
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $313 Shares 1,075 Est. Cost $323.20 Unrealized 0.0%
BITB BITWISE BITCOIN ETF TRUST 0.0%
Value ($000) $313 Shares 6,972 Est. Cost $49.50 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $313 Shares 3,021 Est. Cost $100.60 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $311 Shares 3,948 Est. Cost $78.65 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $311 Shares 217 Est. Cost $80.63 Unrealized +7.9%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $309 Shares 5,080 Est. Cost $78.11 Unrealized -15.9%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $306 Shares 9,244 Est. Cost $33.14 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $306 Shares 8,528 Est. Cost $35.84 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $303 Shares 2,052 Est. Cost $131.37 Unrealized -1.7%
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $300 Shares 5,608 Est. Cost $53.50 Unrealized
JBBB JANUS HENDERSON B-BBB CLO ETF 0.0%
Value ($000) $299 Shares 6,149 Est. Cost $49.16 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $298 Shares 7,792 Est. Cost $37.13 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $297 Shares 5,570 Est. Cost $51.32 Unrealized +2.8%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $297 Shares 14,307 Est. Cost $20.37 Unrealized
ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER 0.0%
Value ($000) $289 Shares 12,200 Est. Cost $23.68 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $287 Shares 13,539 Est. Cost $20.59 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $287 Shares 2,199 Est. Cost $139.95 Unrealized -8.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $285 Shares 3,810 Est. Cost $70.00 Unrealized
QBUF INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY 0.0%
Value ($000) $285 Shares 10,769 Est. Cost $26.42 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $285 Shares 5,200 Est. Cost $123.72 Unrealized -26.9%
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $283 Shares 21,505 Est. Cost $13.32 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $282 Shares 4,166 Est. Cost $62.40 Unrealized +5.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $281 Shares 898 Est. Cost $343.44 Unrealized +0.8%
HSY HERSHEY CO COM 0.0%
Value ($000) $280 Shares 1,638 Est. Cost $172.88 Unrealized -7.9%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $280 Shares 4,746 Est. Cost $49.94 Unrealized
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $279 Shares 2,794 Est. Cost $111.80 Unrealized -2.3%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $279 Shares 6,470 Est. Cost $42.00 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $277 Shares 3,490 Est. Cost $77.97 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $277 Shares 6,849 Est. Cost $38.77 Unrealized +3.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $277 Shares 12,544 Est. Cost $23.18 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $274 Shares 6,253 Est. Cost $48.42 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $273 Shares 1,328 Est. Cost $218.15 Unrealized +6.9%
RYN RAYONIER INC COM 0.0%
Value ($000) $272 Shares 9,750 Est. Cost $27.88 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $271 Shares 6,919 Est. Cost $42.92 Unrealized -5.2%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $270 Shares 2,816 Est. Cost $93.06 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $269 Shares 770 Est. Cost $369.58 Unrealized -5.8%
HESS CORP COM 0.0%
Value ($000) $268 Shares 1,675 Est. Cost $133.01 Unrealized
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $266 Shares 7,700 Est. Cost $25.84 Unrealized +30.5%
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $262 Shares 262,237 Est. Cost $1.00 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $262 Shares 11,374 Est. Cost $23.60 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $262 Shares 27,313 Est. Cost $9.21 Unrealized
TMV DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES 0.0%
Value ($000) $260 Shares 7,476 Est. Cost $34.74 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $258 Shares 1,755 Est. Cost $157.37 Unrealized -6.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $257 Shares 2,370 Est. Cost $94.57 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $256 Shares 1,512 Est. Cost $152.61 Unrealized +6.1%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $255 Shares 21,960 Est. Cost $12.99 Unrealized +11.0%
KR KROGER CO COM 0.0%
Value ($000) $255 Shares 3,768 Est. Cost $57.90 Unrealized +7.5%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $255 Shares 3,014 Est. Cost $97.46 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $253 Shares 22,100 Est. Cost $10.83 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $253 Shares 844 Est. Cost $315.96 Unrealized -9.0%
FCBC FIRST CMNTY BANKSHARES INC VA COM 0.0%
Value ($000) $252 Shares 6,673 Est. Cost $38.98 Unrealized -4.6%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $251 Shares 5,900 Est. Cost $42.61 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $249 Shares 2,500 Est. Cost $99.49 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $249 Shares 878 Est. Cost $231.96 Unrealized +5.7%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $245 Shares 9,595 Est. Cost $25.46 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $245 Shares 2,934 Est. Cost $74.81 Unrealized +10.6%
GPIQ NASDAQ-100 PREMIUM INCOME ETF 0.0%
Value ($000) $244 Shares 5,466 Est. Cost $48.58 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $244 Shares 5,502 Est. Cost $43.24 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $243 Shares 1,172 Est. Cost $189.83 Unrealized +0.8%
HPQ HP INC COM 0.0%
Value ($000) $242 Shares 8,752 Est. Cost $34.20 Unrealized -11.2%
WESTERN ASSET MANAGED MUNS FD COM 0.0%
Value ($000) $239 Shares 23,221 Est. Cost $10.23 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $239 Shares 3,843 Est. Cost $58.93 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $238 Shares 1,351 Est. Cost $210.89 Unrealized -8.0%
RIO RIO TINTO PLC (US ADR) 0.0%
Value ($000) $238 Shares 3,961 Est. Cost $58.81 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $235 Shares 3,327 Est. Cost $65.72 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.0%
Value ($000) $231 Shares 7,451 Est. Cost $31.27 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $231 Shares 830 Est. Cost $233.11 Unrealized +7.1%
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $230 Shares 15,256 Est. Cost $16.77 Unrealized -3.3%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $229 Shares 5,263 Est. Cost $48.88 Unrealized -1.5%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $229 Shares 7,430 Est. Cost $30.82 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $229 Shares 3,321 Est. Cost $64.47 Unrealized
XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 0.0%
Value ($000) $228 Shares 5,323 Est. Cost $45.30 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $226 Shares 15,764 Est. Cost $15.61 Unrealized 0.0%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $226 Shares 1,700 Est. Cost $139.76 Unrealized +1.0%
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $223 Shares 2,223 Est. Cost $99.93 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $222 Shares 4,194 Est. Cost $55.47 Unrealized
KNG CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF 0.0%
Value ($000) $221 Shares 4,377 Est. Cost $50.21 Unrealized
TCW STRATEGIC INCOME FD INC COM 0.0%
Value ($000) $220 Shares 45,294 Est. Cost $4.81 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $220 Shares 3,008 Est. Cost $57.10 Unrealized +2.4%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $219 Shares 2,654 Est. Cost $81.25 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $218 Shares 9,168 Est. Cost $20.41 Unrealized 0.0%
JHAC JOHN HANCOCK FUNDAMENTAL ALL CAP CORE ETF 0.0%
Value ($000) $218 Shares 16,473 Est. Cost $14.69 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $218 Shares 5,546 Est. Cost $38.83 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $218 Shares 5,615 Est. Cost $33.82 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $217 Shares 8,750 Est. Cost $24.98 Unrealized -3.0%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $217 Shares 2,781 Est. Cost $70.71 Unrealized
DGCB DIMENSIONAL GLOBAL CREDIT ETF 0.0%
Value ($000) $215 Shares 4,052 Est. Cost $53.17 Unrealized
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF 0.0%
Value ($000) $213 Shares 8,705 Est. Cost $24.51 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $212 Shares 8,428 Est. Cost $25.25 Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.0%
Value ($000) $211 Shares 8,950 Est. Cost $23.57 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $209 Shares 4,495 Est. Cost $46.50 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $208 Shares 2,147 Est. Cost $96.77 Unrealized
TRU TRANSUNION COM 0.0%
Value ($000) $207 Shares 2,499 Est. Cost $100.69 Unrealized -9.7%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value ($000) $207 Shares 31,346 Est. Cost $5.89 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $206 Shares 768 Est. Cost $246.21 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $206 Shares 23,465 Est. Cost $8.59 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $206 Shares 4,057 Est. Cost $50.47 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $205 Shares 8,387 Est. Cost $24.67 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $205 Shares 2,339 Est. Cost $101.45 Unrealized -6.8%
INVESCO TR INVT GRADE NEW YORK COM 0.0%
Value ($000) $205 Shares 19,599 Est. Cost $10.46 Unrealized
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $204 Shares 15,905 Est. Cost $12.71 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $204 Shares 412 Est. Cost $520.85 Unrealized +6.2%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $204 Shares 2,196 Est. Cost $99.48 Unrealized
FRSH FRESHWORKS INC CLASS A COM 0.0%
Value ($000) $204 Shares 14,425 Est. Cost $14.21 Unrealized +17.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $203 Shares 3,470 Est. Cost $53.01 Unrealized -1.7%
SHYM ISHARES HIGH YIELD MUNI INCOME ACTIVE ETF 0.0%
Value ($000) $202 Shares 8,920 Est. Cost $22.66 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $202 Shares 791 Est. Cost $287.72 Unrealized
IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF 0.0%
Value ($000) $201 Shares 7,956 Est. Cost $25.18 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $201 Shares 1,519 Est. Cost $129.15 Unrealized +0.2%
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF 0.0%
Value ($000) $200 Shares 7,996 Est. Cost $25.04 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $199 Shares 1,375 Est. Cost $153.06 Unrealized -12.1%
INTRA-CELLULAR THERAPIES INC COM 0.0%
Value ($000) $198 Shares 1,500 Est. Cost $131.92 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $198 Shares 3,703 Est. Cost $43.34 Unrealized +16.6%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $195 Shares 4,959 Est. Cost $35.48 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $194 Shares 561 Est. Cost $346.27 Unrealized -7.8%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $193 Shares 3,688 Est. Cost $37.41 Unrealized +0.5%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $193 Shares 104 Est. Cost $2085.37 Unrealized -2.7%
FTNT FORTINET INC COM 0.0%
Value ($000) $193 Shares 2,001 Est. Cost $88.94 Unrealized +14.0%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $192 Shares 9,781 Est. Cost $19.48 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $190 Shares 10,000 Est. Cost $19.51 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $190 Shares 18,561 Est. Cost $13.30 Unrealized -11.1%
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value ($000) $188 Shares 6,165 Est. Cost $30.03 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $188 Shares 914 Est. Cost $205.84 Unrealized -3.9%
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $188 Shares 11,773 Est. Cost $15.53 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $185 Shares 717 Est. Cost $276.08 Unrealized -0.6%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $183 Shares 3,316 Est. Cost $55.43 Unrealized -2.7%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $182 Shares 560 Est. Cost $375.50 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $182 Shares 1,670 Est. Cost $93.36 Unrealized +6.3%
PPL PPL CORP COM 0.0%
Value ($000) $179 Shares 4,956 Est. Cost $31.71 Unrealized +3.8%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $179 Shares 1,326 Est. Cost $138.27 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $179 Shares 2,381 Est. Cost $68.87 Unrealized +3.8%
CDW CDW CORP COM 0.0%
Value ($000) $178 Shares 1,109 Est. Cost $190.95 Unrealized -6.1%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value ($000) $177 Shares 12,299 Est. Cost $15.15 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $176 Shares 1,031 Est. Cost $173.23 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $175 Shares 588 Est. Cost $276.10 Unrealized +3.7%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $173 Shares 1,568 Est. Cost $104.15 Unrealized +1.6%
OCFC OCEANFIRST FINL CORP COM 0.0%
Value ($000) $172 Shares 10,129 Est. Cost $17.96 Unrealized -5.7%
MCO MOODYS CORP COM 0.0%
Value ($000) $170 Shares 366 Est. Cost $473.16 Unrealized +1.1%
KVUE KENVUE INC COM 0.0%
Value ($000) $170 Shares 7,081 Est. Cost $21.68 Unrealized -1.4%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $165 Shares 25,125 Est. Cost $6.95 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $164 Shares 17,239 Est. Cost $8.46 Unrealized +3.7%
SGU STAR GROUP L P UNIT LTD PARTNR 0.0%
Value ($000) $164 Shares 12,450 Est. Cost $11.77 Unrealized +6.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $162 Shares 255 Est. Cost $834.60 Unrealized -18.0%
NDSN NORDSON CORP COM 0.0%
Value ($000) $161 Shares 796 Est. Cost $242.59 Unrealized -14.0%
EOG EOG RES INC COM 0.0%
Value ($000) $160 Shares 1,247 Est. Cost $123.33 Unrealized +1.5%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $160 Shares 2,258 Est. Cost $64.42 Unrealized +2.5%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $156 Shares 13,276 Est. Cost $12.17 Unrealized
PRTA PROTHENA CORP PLC SHS 0.0%
Value ($000) $155 Shares 12,500 Est. Cost $15.77 Unrealized -10.4%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $153 Shares 3,946 Est. Cost $37.36 Unrealized +0.3%
PGEN PRECIGEN INC COM 0.0%
Value ($000) $131 Shares 87,593 Est. Cost $0.85 Unrealized +84.6%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $129 Shares 2,581 Est. Cost $50.15 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $127 Shares 865 Est. Cost $168.35 Unrealized 0.0%
BLACKROCK FLOATING RATE INC TR COM 0.0%
Value ($000) $124 Shares 10,000 Est. Cost $12.86 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $124 Shares 1,596 Est. Cost $38.15 Unrealized -3.4%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $119 Shares 10,663 Est. Cost $9.33 Unrealized
RR RICHTECH ROBOTICS INC CL B 0.0%
Value ($000) $119 Shares 60,000 Est. Cost $1.58 Unrealized +56.0%
BLACKROCK MUNIHLDNGS CALI QLTY COM 0.0%
Value ($000) $118 Shares 11,000 Est. Cost $10.63 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $117 Shares 581 Est. Cost $248.21 Unrealized +7.4%
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $117 Shares 2,591 Est. Cost $49.45 Unrealized +0.2%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $117 Shares 1,042 Est. Cost $110.35 Unrealized +1.4%
CACI CACI INTL INC CL A 0.0%
Value ($000) $116 Shares 316 Est. Cost $487.38 Unrealized -21.5%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $113 Shares 465 Est. Cost $219.85 Unrealized +5.5%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $111 Shares 604 Est. Cost $231.32 Unrealized -23.1%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $110 Shares 10,976 Est. Cost $8.87 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $103 Shares 103,431 Est. Cost $1.00 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $103 Shares 126 Est. Cost $887.93 Unrealized -0.8%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $102 Shares 13,505 Est. Cost $19.49 Unrealized -27.5%
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $102 Shares 1,600 Est. Cost $63.30 Unrealized
NEUBERGER BERMAN ENERGY INFRA COM 0.0%
Value ($000) $99 Shares 10,959 Est. Cost $8.83 Unrealized
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $96 Shares 35,800 Est. Cost $2.66 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $94 Shares 524 Est. Cost $192.14 Unrealized -4.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $91 Shares 270 Est. Cost $327.46 Unrealized +1.3%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $88 Shares 10,432 Est. Cost $8.92 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $84 Shares 1,160 Est. Cost $106.29 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $83 Shares 2,700 Est. Cost $32.47 Unrealized -8.9%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $82 Shares 5,493 Est. Cost $15.75 Unrealized -4.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $78 Shares 511 Est. Cost $128.69 Unrealized +9.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $73 Shares 458 Est. Cost $167.24 Unrealized -6.1%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $72 Shares 580 Est. Cost $106.47 Unrealized +4.4%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $66 Shares 424 Est. Cost $140.26 Unrealized +2.0%
MSCI MSCI INC COM 0.0%
Value ($000) $65 Shares 115 Est. Cost $591.72 Unrealized -2.8%
Voya Emerging Markets High Dividend Equity Fund 0.0%
Value ($000) $59 Shares 11,000 Est. Cost $5.01 Unrealized
HLN Haleon PLC ADR 0.0%
Value ($000) $57 Shares 5,533 Est. Cost $9.54 Unrealized
STE STERIS PLC SHS USD 0.0%
Value ($000) $56 Shares 247 Est. Cost $217.42 Unrealized +0.5%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $52 Shares 3,346 Est. Cost $19.41 Unrealized 0.0%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $51 Shares 112 Est. Cost $428.97 Unrealized +3.9%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $50 Shares 1,470 Est. Cost $32.57 Unrealized -3.3%
VTRS VIATRIS INC COM 0.0%
Value ($000) $50 Shares 5,736 Est. Cost $10.02 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $50 Shares 273 Est. Cost $175.97 Unrealized -2.0%
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.0%
Value ($000) $50 Shares 10,000 Est. Cost $4.97 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $42 Shares 1,017 Est. Cost $38.43 Unrealized
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $37 Shares 10,000 Est. Cost $2.96 Unrealized 0.0%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $37 Shares 14,011 Est. Cost $3.81 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $31 Shares 432 Est. Cost $84.33 Unrealized -10.4%
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $29 Shares 10,000 Est. Cost $3.22 Unrealized 0.0%
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $29 Shares 25,000 Est. Cost $0.45 Unrealized +63.0%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $27 Shares 4,110 Est. Cost $7.18 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $24 Shares 189 Est. Cost $145.12 Unrealized -4.6%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $21 Shares 400 Est. Cost $54.06 Unrealized +8.4%
JBND JPMORGAN ACTIVE BOND ETF 0.0%
Value ($000) $20 Shares 374 Est. Cost $53.52 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $19 Shares 95 Est. Cost $175.16 Unrealized +11.1%
IT GARTNER INC COM 0.0%
Value ($000) $18 Shares 44 Est. Cost $515.55 Unrealized -4.4%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $16 Shares 81 Est. Cost $180.68 Unrealized +2.0%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $13 Shares 99 Est. Cost $144.99 Unrealized -8.8%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $12 Shares 247 Est. Cost $52.10 Unrealized +1.7%
VGZ VISTA GOLD CORP COM NEW 0.0%
Value ($000) $12 Shares 14,200 Est. Cost $0.66 Unrealized 0.0%
CPRT COPART INC COM 0.0%
Value ($000) $11 Shares 194 Est. Cost $56.28 Unrealized 0.0%
MIRA MIRA PHARMACEUTICALS INC COM 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.31 Unrealized -12.8%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $8 Shares 19,000 Est. Cost $0.51 Unrealized +0.7%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $7 Shares 12 Est. Cost $686.14 Unrealized -8.9%
FUN SIX FLAGS ENTERTAINMENT CORP COM 0.0%
Value ($000) $6 Shares 164 Est. Cost $43.85 Unrealized -3.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $59.72 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $5 Shares 52 Est. Cost $98.18 Unrealized -6.0%
TRX TRX GOLD CORPORATION COM 0.0%
Value ($000) $4 Shares 11,966 Est. Cost $0.32 Unrealized 0.0%
RMD RESMED INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $238.44 Unrealized -2.8%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $3 Shares 6 Est. Cost $400.59 Unrealized +1.9%
POOL POOL CORP COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $357.95 Unrealized -6.7%
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $1 Shares 11,300 Est. Cost $0.13 Unrealized -20.0%
BALL BALL CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.75 Unrealized 0.0%