CARY STREET PARTNERS FINANCIAL LLC Diversified Active

CIK: 0001475045 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $3,562,681 (100.0% shares, 0.0% debt)

Holdings (899)

VTV VANGUARD VALUE ETF 3.1%
Value ($000) $108,817 Shares 615,688 Est. Cost $170.11 Unrealized
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $97,989 Shares 196,999 Est. Cost $421.59 Unrealized +2.6%
AAPL APPLE INC COM 2.6%
Value ($000) $94,141 Shares 458,846 Est. Cost $234.37 Unrealized -14.1%
VUG VANGUARD GROWTH ETF 2.6%
Value ($000) $91,293 Shares 229,222 Est. Cost $363.48 Unrealized
TACK Fairlead Tactical Sector ETF 2.1%
Value ($000) $73,905 Shares 2,618,251 Est. Cost $27.35 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.6%
Value ($000) $55,822 Shares 981,921 Est. Cost $57.50 Unrealized
FLXR TCW FLEXIBLE INCOME ETF 1.4%
Value ($000) $51,434 Shares 1,303,769 Est. Cost $38.88 Unrealized
JPIE JPMORGAN INCOME ETF 1.3%
Value ($000) $47,496 Shares 1,025,387 Est. Cost $45.83 Unrealized
AMZN AMAZON COM INC COM 1.3%
Value ($000) $46,943 Shares 213,972 Est. Cost $204.24 Unrealized -3.1%
SPYM SPDR PORTFOLIO S&P 500 ETF 1.2%
Value ($000) $42,339 Shares 582,460 Est. Cost $68.95 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $40,647 Shares 229,137 Est. Cost $175.67 Unrealized -6.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $40,483 Shares 83,337 Est. Cost $474.93 Unrealized +6.9%
JGRO JPMORGAN ACTIVE GROWTH ETF 1.1%
Value ($000) $39,601 Shares 460,101 Est. Cost $75.45 Unrealized
VB VANGUARD SMALL-CAP ETF 1.1%
Value ($000) $39,537 Shares 166,838 Est. Cost $230.32 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 1.1%
Value ($000) $37,479 Shares 523,825 Est. Cost $69.67 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 1.0%
Value ($000) $34,650 Shares 309,372 Est. Cost $96.83 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $33,759 Shares 54,640 Est. Cost $586.08 Unrealized
WTPI WisdomTree Equity Premium Income Fund - WTPI 0.9%
Value ($000) $32,478 Shares 1,013,684 Est. Cost $31.47 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.9%
Value ($000) $32,241 Shares 106,081 Est. Cost $289.81 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.9%
Value ($000) $31,330 Shares 108,068 Est. Cost $228.82 Unrealized +10.4%
PBL PGIM PORTFOLIO BALLAST ETF 0.9%
Value ($000) $30,388 Shares 1,037,348 Est. Cost $28.45 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF 0.8%
Value ($000) $29,542 Shares 543,050 Est. Cost $56.27 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $28,343 Shares 160,831 Est. Cost $174.27 Unrealized -6.3%
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $27,700 Shares 175,325 Est. Cost $136.87 Unrealized -8.1%
EFV ISHARES MSCI EAFE VALUE ETF 0.8%
Value ($000) $27,209 Shares 447,199 Est. Cost $51.34 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.7%
Value ($000) $26,087 Shares 182,387 Est. Cost $137.10 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.7%
Value ($000) $24,909 Shares 121,704 Est. Cost $203.07 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $24,491 Shares 39,445 Est. Cost $592.97 Unrealized
ABBV ABBVIE INC COM 0.7%
Value ($000) $24,165 Shares 130,185 Est. Cost $178.00 Unrealized +2.6%
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.7%
Value ($000) $24,162 Shares 476,468 Est. Cost $50.47 Unrealized
RTX RTX CORPORATION COM 0.7%
Value ($000) $23,216 Shares 158,993 Est. Cost $118.27 Unrealized +11.4%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.6%
Value ($000) $23,149 Shares 586,209 Est. Cost $35.26 Unrealized
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $22,746 Shares 22,977 Est. Cost $922.64 Unrealized +7.4%
WMB WILLIAMS COS INC COM 0.6%
Value ($000) $21,924 Shares 349,057 Est. Cost $51.72 Unrealized +11.5%
URI UNITED RENTALS INC COM 0.6%
Value ($000) $20,944 Shares 27,799 Est. Cost $804.87 Unrealized -17.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.6%
Value ($000) $20,416 Shares 71,789 Est. Cost $271.09 Unrealized
HD HOME DEPOT INC COM 0.6%
Value ($000) $20,340 Shares 55,476 Est. Cost $396.78 Unrealized -10.3%
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $20,005 Shares 130,966 Est. Cost $149.98 Unrealized +0.6%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $19,744 Shares 34,760 Est. Cost $536.15 Unrealized
LLY ELI LILLY & CO COM 0.5%
Value ($000) $19,529 Shares 25,052 Est. Cost $821.14 Unrealized -5.8%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.5%
Value ($000) $19,420 Shares 664,848 Est. Cost $27.87 Unrealized
V VISA INC COM CL A 0.5%
Value ($000) $18,448 Shares 51,958 Est. Cost $305.19 Unrealized +13.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.5%
Value ($000) $18,025 Shares 135,211 Est. Cost $131.74 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $17,864 Shares 98,295 Est. Cost $174.95 Unrealized
ADBE ADOBE INC COM 0.5%
Value ($000) $17,758 Shares 45,902 Est. Cost $495.13 Unrealized -22.2%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $17,715 Shares 111,194 Est. Cost $165.73 Unrealized -3.0%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $17,161 Shares 247,347 Est. Cost $56.85 Unrealized +6.2%
META META PLATFORMS INC CL A 0.5%
Value ($000) $16,871 Shares 22,858 Est. Cost $585.12 Unrealized +5.4%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.5%
Value ($000) $16,846 Shares 269,187 Est. Cost $61.77 Unrealized
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $16,769 Shares 80,767 Est. Cost $193.15 Unrealized -9.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.5%
Value ($000) $16,163 Shares 147,887 Est. Cost $113.78 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.5%
Value ($000) $16,086 Shares 168,757 Est. Cost $87.90 Unrealized
USFR WisdomTree Floating Rate Treasury Fund 0.4%
Value ($000) $15,879 Shares 315,626 Est. Cost $50.32 Unrealized
MRK MERCK & CO INC COM 0.4%
Value ($000) $15,723 Shares 198,622 Est. Cost $97.83 Unrealized -20.9%
CME CME GROUP INC COM 0.4%
Value ($000) $15,660 Shares 56,817 Est. Cost $219.66 Unrealized +22.2%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $15,440 Shares 99,006 Est. Cost $176.07 Unrealized -10.6%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $15,295 Shares 36,024 Est. Cost $400.74 Unrealized
DIS DISNEY WALT CO COM 0.4%
Value ($000) $15,073 Shares 121,546 Est. Cost $104.02 Unrealized -1.2%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $15,023 Shares 94,330 Est. Cost $159.52 Unrealized -9.1%
INTU INTUIT COM 0.4%
Value ($000) $14,907 Shares 18,927 Est. Cost $634.69 Unrealized +6.3%
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $14,742 Shares 26,725 Est. Cost $518.89 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.4%
Value ($000) $14,552 Shares 62,400 Est. Cost $204.35 Unrealized +8.7%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.4%
Value ($000) $14,452 Shares 339,637 Est. Cost $40.62 Unrealized
NDAQ NASDAQ INC COM 0.4%
Value ($000) $14,356 Shares 160,547 Est. Cost $76.22 Unrealized +3.9%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $14,188 Shares 131,610 Est. Cost $112.09 Unrealized -6.8%
MLI MUELLER INDS INC COM 0.4%
Value ($000) $14,115 Shares 177,608 Est. Cost $80.24 Unrealized -6.6%
VO VANGUARD MID-CAP ETF 0.4%
Value ($000) $13,959 Shares 49,883 Est. Cost $270.36 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.4%
Value ($000) $13,639 Shares 336,841 Est. Cost $34.94 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.4%
Value ($000) $13,520 Shares 258,306 Est. Cost $51.14 Unrealized
PWR QUANTA SVCS INC COM 0.4%
Value ($000) $13,244 Shares 35,030 Est. Cost $320.20 Unrealized +0.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $12,354 Shares 30,470 Est. Cost $547.25 Unrealized -23.8%
CGBL CAPITAL GROUP CORE BALANCED ETF 0.3%
Value ($000) $12,274 Shares 367,032 Est. Cost $33.40 Unrealized
CRM SALESFORCE INC COM 0.3%
Value ($000) $11,951 Shares 43,827 Est. Cost $316.59 Unrealized -16.0%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $11,839 Shares 16,728 Est. Cost $544.86 Unrealized +4.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $11,653 Shares 439,724 Est. Cost $27.25 Unrealized
FDX FEDEX CORP COM 0.3%
Value ($000) $11,574 Shares 50,917 Est. Cost $265.96 Unrealized -19.1%
VEEV VEEVA SYS INC CL A COM 0.3%
Value ($000) $11,552 Shares 40,115 Est. Cost $219.92 Unrealized +12.8%
PGX INVESCO PREFERRED ETF 0.3%
Value ($000) $11,511 Shares 1,034,211 Est. Cost $11.18 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $11,113 Shares 101,766 Est. Cost $103.30 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $11,015 Shares 76,926 Est. Cost $146.77 Unrealized -6.7%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $10,972 Shares 4,198 Est. Cost $1947.25 Unrealized +19.9%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $10,959 Shares 47,057 Est. Cost $202.85 Unrealized -1.6%
AVGO BROADCOM INC COM 0.3%
Value ($000) $10,653 Shares 38,647 Est. Cost $182.87 Unrealized +18.1%
XLK Technology Select Sector SPDR Fund 0.3%
Value ($000) $10,639 Shares 42,014 Est. Cost $241.19 Unrealized
AMLP Alerian MLP ETF 0.3%
Value ($000) $10,571 Shares 216,359 Est. Cost $48.51 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.3%
Value ($000) $10,466 Shares 23,509 Est. Cost $463.53 Unrealized -0.6%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.3%
Value ($000) $9,752 Shares 122,769 Est. Cost $80.20 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.3%
Value ($000) $9,534 Shares 186,863 Est. Cost $50.89 Unrealized
D DOMINION ENERGY INC COM 0.3%
Value ($000) $9,483 Shares 167,778 Est. Cost $54.04 Unrealized -1.6%
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.3%
Value ($000) $9,455 Shares 281,161 Est. Cost $33.46 Unrealized
UNILEVER PLC (US ADR) 0.3%
Value ($000) $9,437 Shares 154,269 Est. Cost $56.70 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.3%
Value ($000) $9,352 Shares 253,233 Est. Cost $34.14 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $9,341 Shares 70,744 Est. Cost $152.40 Unrealized -14.0%
COWZ PACER US CASH COWS 100 ETF 0.3%
Value ($000) $9,259 Shares 168,037 Est. Cost $55.75 Unrealized
WSM WILLIAMS SONOMA INC COM 0.3%
Value ($000) $9,233 Shares 56,518 Est. Cost $156.19 Unrealized -0.3%
LOW LOWES COS INC COM 0.3%
Value ($000) $9,220 Shares 41,554 Est. Cost $260.75 Unrealized -15.4%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.3%
Value ($000) $9,074 Shares 213,016 Est. Cost $44.92 Unrealized
SYY SYSCO CORP COM 0.3%
Value ($000) $9,024 Shares 119,140 Est. Cost $72.83 Unrealized -2.4%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $8,897 Shares 168,639 Est. Cost $52.43 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $8,538 Shares 97,941 Est. Cost $85.06 Unrealized -1.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $8,366 Shares 165,064 Est. Cost $42.37 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.2%
Value ($000) $8,336 Shares 105,155 Est. Cost $76.44 Unrealized +0.2%
VV VANGUARD LARGE-CAP ETF 0.2%
Value ($000) $8,041 Shares 51,476 Est. Cost $146.87 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $8,000 Shares 113,079 Est. Cost $63.09 Unrealized +10.6%
ORCL ORACLE CORP COM 0.2%
Value ($000) $7,961 Shares 36,412 Est. Cost $167.55 Unrealized -4.0%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $7,912 Shares 87,800 Est. Cost $79.99 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $7,881 Shares 106,039 Est. Cost $78.08 Unrealized -12.5%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.2%
Value ($000) $7,826 Shares 244,803 Est. Cost $29.22 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $7,779 Shares 26,673 Est. Cost $273.35 Unrealized -0.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $7,719 Shares 26,185 Est. Cost $216.31 Unrealized +17.3%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.2%
Value ($000) $7,679 Shares 101,602 Est. Cost $75.58 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $7,666 Shares 35,523 Est. Cost $217.33 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.2%
Value ($000) $7,605 Shares 40,300 Est. Cost $184.51 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $7,575 Shares 186,349 Est. Cost $37.17 Unrealized
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $7,555 Shares 76,508 Est. Cost $69.67 Unrealized +16.8%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $7,514 Shares 23,558 Est. Cost $283.58 Unrealized -1.5%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $7,485 Shares 17,111 Est. Cost $390.73 Unrealized +0.6%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $7,475 Shares 266,503 Est. Cost $27.71 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $7,439 Shares 54,695 Est. Cost $113.88 Unrealized +14.7%
MBB ISHARES MBS ETF 0.2%
Value ($000) $7,422 Shares 79,045 Est. Cost $91.68 Unrealized
GLW CORNING INC COM 0.2%
Value ($000) $7,414 Shares 140,980 Est. Cost $47.46 Unrealized -2.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $7,322 Shares 62,054 Est. Cost $109.92 Unrealized +5.0%
IYW iShares U.S. Technology ETF 0.2%
Value ($000) $7,233 Shares 41,745 Est. Cost $159.52 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.2%
Value ($000) $7,208 Shares 98,489 Est. Cost $70.93 Unrealized -5.1%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $7,179 Shares 244,179 Est. Cost $26.11 Unrealized +2.5%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.2%
Value ($000) $7,104 Shares 105,677 Est. Cost $57.41 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $7,099 Shares 18,285 Est. Cost $375.64 Unrealized -11.9%
MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $7,058 Shares 159,580 Est. Cost $44.23 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value ($000) $7,045 Shares 23,111 Est. Cost $262.01 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $6,946 Shares 146,781 Est. Cost $42.56 Unrealized -2.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.2%
Value ($000) $6,827 Shares 24,651 Est. Cost $279.93 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.2%
Value ($000) $6,731 Shares 91,422 Est. Cost $72.19 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $6,697 Shares 51,946 Est. Cost $130.12 Unrealized +1.2%
CTVA CORTEVA INC COM 0.2%
Value ($000) $6,687 Shares 89,724 Est. Cost $58.91 Unrealized +12.3%
BA BOEING CO COM 0.2%
Value ($000) $6,630 Shares 31,643 Est. Cost $168.06 Unrealized +12.4%
CI THE CIGNA GROUP COM 0.2%
Value ($000) $6,404 Shares 19,370 Est. Cost $311.40 Unrealized +2.1%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $6,298 Shares 197,994 Est. Cost $34.86 Unrealized -10.4%
FISV FISERV INC COM 0.2%
Value ($000) $6,250 Shares 36,252 Est. Cost $204.14 Unrealized -11.2%
DT DYNATRACE INC COM NEW 0.2%
Value ($000) $6,234 Shares 112,910 Est. Cost $54.55 Unrealized -8.2%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.2%
Value ($000) $6,168 Shares 82,359 Est. Cost $71.43 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $6,164 Shares 20,624 Est. Cost $353.95 Unrealized -14.4%
DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF 0.2%
Value ($000) $6,136 Shares 132,691 Est. Cost $46.24 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.2%
Value ($000) $6,026 Shares 35,725 Est. Cost $146.82 Unrealized +2.8%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $5,948 Shares 224,129 Est. Cost $26.20 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $5,943 Shares 245,156 Est. Cost $24.78 Unrealized -9.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value ($000) $5,905 Shares 95,216 Est. Cost $62.31 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.2%
Value ($000) $5,824 Shares 62,197 Est. Cost $50.87 Unrealized +16.4%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $5,765 Shares 133,236 Est. Cost $39.70 Unrealized +5.3%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $5,662 Shares 40,195 Est. Cost $120.05 Unrealized +0.8%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $5,658 Shares 60,638 Est. Cost $75.55 Unrealized +9.0%
XLV Health Care Select Sector SPDR Fund 0.2%
Value ($000) $5,655 Shares 41,953 Est. Cost $136.50 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.2%
Value ($000) $5,613 Shares 18,215 Est. Cost $290.70 Unrealized +0.0%
ZDEK INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER 0.2%
Value ($000) $5,553 Shares 226,268 Est. Cost $24.49 Unrealized
SHEL SHELL PLC SPON ADS 0.2%
Value ($000) $5,533 Shares 78,585 Est. Cost $62.91 Unrealized
HALO HALOZYME THERAPEUTICS INC COM 0.2%
Value ($000) $5,461 Shares 104,981 Est. Cost $51.68 Unrealized +10.1%
PINNACLE FINL PARTNERS INC COM 0.2%
Value ($000) $5,400 Shares 48,907 Est. Cost $114.39 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $5,265 Shares 24,081 Est. Cost $217.77 Unrealized +2.5%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $5,243 Shares 27,795 Est. Cost $184.32 Unrealized
CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF 0.1%
Value ($000) $5,206 Shares 193,673 Est. Cost $26.88 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $5,181 Shares 25,320 Est. Cost $188.37 Unrealized -1.4%
LIN LINDE PLC SHS 0.1%
Value ($000) $5,170 Shares 11,019 Est. Cost $448.71 Unrealized +0.8%
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $5,133 Shares 114,703 Est. Cost $42.45 Unrealized -9.2%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.1%
Value ($000) $5,127 Shares 44,445 Est. Cost $97.52 Unrealized +2.6%
NEM NEWMONT CORP COM 0.1%
Value ($000) $5,095 Shares 87,458 Est. Cost $43.86 Unrealized +20.6%
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.1%
Value ($000) $4,996 Shares 140,173 Est. Cost $30.01 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $4,947 Shares 9,714 Est. Cost $351.40 Unrealized +23.4%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $4,939 Shares 49,788 Est. Cost $97.00 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $4,922 Shares 46,597 Est. Cost $79.25 Unrealized +15.8%
LECO LINCOLN ELEC HLDGS INC COM 0.1%
Value ($000) $4,902 Shares 23,644 Est. Cost $201.47 Unrealized -5.1%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $4,870 Shares 21,283 Est. Cost $217.51 Unrealized +5.6%
DASH DOORDASH INC CL A 0.1%
Value ($000) $4,867 Shares 19,745 Est. Cost $165.33 Unrealized +21.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $4,842 Shares 35,523 Est. Cost $79.14 Unrealized +48.2%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $4,795 Shares 61,567 Est. Cost $79.94 Unrealized +1.2%
FHN FIRST HORIZON CORPORATION COM 0.1%
Value ($000) $4,780 Shares 225,468 Est. Cost $19.44 Unrealized -3.8%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $4,775 Shares 133,227 Est. Cost $34.59 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $4,678 Shares 9,125 Est. Cost $522.72 Unrealized -10.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $4,539 Shares 23,277 Est. Cost $196.65 Unrealized
B BARRICK MNG CORP COM SHS 0.1%
Value ($000) $4,529 Shares 217,510 Est. Cost $19.29 Unrealized 0.0%
KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY 0.1%
Value ($000) $4,523 Shares 154,931 Est. Cost $29.20 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $4,519 Shares 8,887 Est. Cost $423.10 Unrealized +14.6%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $4,497 Shares 47,948 Est. Cost $92.65 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $4,493 Shares 44,621 Est. Cost $100.32 Unrealized
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.1%
Value ($000) $4,467 Shares 112,015 Est. Cost $37.84 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $4,414 Shares 95,359 Est. Cost $54.05 Unrealized -12.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $4,370 Shares 52,353 Est. Cost $74.98 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $4,259 Shares 13,653 Est. Cost $466.13 Unrealized -19.6%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $4,248 Shares 35,609 Est. Cost $122.03 Unrealized -10.3%
EVRG EVERGY INC COM 0.1%
Value ($000) $4,233 Shares 61,414 Est. Cost $63.32 Unrealized +3.6%
LH LABCORP HOLDINGS INC COM SHS 0.1%
Value ($000) $4,219 Shares 16,070 Est. Cost $226.47 Unrealized +6.8%
WMT WALMART INC COM 0.1%
Value ($000) $4,162 Shares 42,561 Est. Cost $89.58 Unrealized +5.8%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $4,139 Shares 52,063 Est. Cost $78.91 Unrealized
XLU Utilities Select Sector SPDR Fund 0.1%
Value ($000) $4,073 Shares 49,877 Est. Cost $77.66 Unrealized
INGR INGREDION INC COM 0.1%
Value ($000) $4,061 Shares 29,941 Est. Cost $132.40 Unrealized +2.0%
SHV ISHARES SHORT TREASURY BOND ETF 0.1%
Value ($000) $3,971 Shares 35,963 Est. Cost $110.15 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $3,924 Shares 6,983 Est. Cost $516.43 Unrealized +6.8%
XLF Financial Select Sector SPDR Fund 0.1%
Value ($000) $3,910 Shares 74,654 Est. Cost $49.65 Unrealized
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $3,899 Shares 36,289 Est. Cost $116.19 Unrealized -13.7%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $3,850 Shares 229,725 Est. Cost $15.68 Unrealized -6.2%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $3,790 Shares 37,545 Est. Cost $121.14 Unrealized -22.3%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $3,733 Shares 14,583 Est. Cost $248.46 Unrealized -6.2%
NTR NUTRIEN LTD COM 0.1%
Value ($000) $3,688 Shares 63,319 Est. Cost $50.64 Unrealized +10.6%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $3,661 Shares 108,315 Est. Cost $38.86 Unrealized -12.7%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $3,596 Shares 10,072 Est. Cost $347.11 Unrealized -11.6%
AMGN AMGEN INC COM 0.1%
Value ($000) $3,586 Shares 12,841 Est. Cost $286.16 Unrealized -2.9%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $3,560 Shares 34,309 Est. Cost $93.24 Unrealized +9.4%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.1%
Value ($000) $3,552 Shares 69,518 Est. Cost $50.70 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $3,539 Shares 94,018 Est. Cost $35.37 Unrealized
CYBERARK SOFTWARE LTD SHS 0.1%
Value ($000) $3,529 Shares 8,674 Est. Cost $333.15 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $3,528 Shares 10,065 Est. Cost $237.55 Unrealized -1.6%
INDA ISHARES MSCI INDIA ETF 0.1%
Value ($000) $3,524 Shares 63,291 Est. Cost $52.84 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $3,517 Shares 114,624 Est. Cost $31.38 Unrealized
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $3,507 Shares 26,679 Est. Cost $127.04 Unrealized -3.5%
JPEF JPMORGAN EQUITY FOCUS ETF 0.1%
Value ($000) $3,474 Shares 49,536 Est. Cost $67.16 Unrealized
PSTG PURE STORAGE INC CL A 0.1%
Value ($000) $3,473 Shares 60,322 Est. Cost $55.59 Unrealized -10.5%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $3,442 Shares 42,960 Est. Cost $69.25 Unrealized
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $3,438 Shares 10,118 Est. Cost $369.02 Unrealized -6.9%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $3,435 Shares 79,906 Est. Cost $41.56 Unrealized -8.6%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $3,422 Shares 33,445 Est. Cost $102.84 Unrealized -15.9%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $3,404 Shares 30,919 Est. Cost $101.53 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $3,399 Shares 13,747 Est. Cost $256.29 Unrealized -7.5%
BKR BAKER HUGHES COMPANY CL A 0.1%
Value ($000) $3,394 Shares 88,520 Est. Cost $39.41 Unrealized -5.4%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $3,389 Shares 27,444 Est. Cost $117.72 Unrealized +6.9%
QSR RESTAURANT BRANDS INTL INC COM 0.1%
Value ($000) $3,384 Shares 51,046 Est. Cost $66.80 Unrealized 0.0%
FMX FOMENTO ECONOMICO MEXICANO SAB (US ADR) 0.1%
Value ($000) $3,373 Shares 32,753 Est. Cost $85.49 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $3,356 Shares 17,279 Est. Cost $185.51 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $3,355 Shares 36,531 Est. Cost $84.36 Unrealized +4.3%
TSN TYSON FOODS INC CL A 0.1%
Value ($000) $3,348 Shares 59,853 Est. Cost $56.81 Unrealized -1.2%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $3,335 Shares 15,090 Est. Cost $198.35 Unrealized +6.1%
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 0.1%
Value ($000) $3,309 Shares 65,737 Est. Cost $50.19 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.1%
Value ($000) $3,289 Shares 60,389 Est. Cost $51.25 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $3,259 Shares 64,838 Est. Cost $48.42 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $3,221 Shares 26,132 Est. Cost $98.06 Unrealized -4.9%
OWL BLUE OWL CAPITAL INC COM CL A 0.1%
Value ($000) $3,196 Shares 166,353 Est. Cost $22.89 Unrealized -19.2%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $3,187 Shares 8,194 Est. Cost $409.02 Unrealized -3.0%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $3,174 Shares 6,852 Est. Cost $519.40 Unrealized -11.6%
STLD STEEL DYNAMICS INC COM 0.1%
Value ($000) $3,173 Shares 24,784 Est. Cost $130.47 Unrealized -3.2%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $3,167 Shares 63,521 Est. Cost $49.62 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $3,166 Shares 8,002 Est. Cost $366.32 Unrealized +1.4%
AVAV AEROVIRONMENT INC COM 0.1%
Value ($000) $3,162 Shares 11,095 Est. Cost $165.71 Unrealized +2.2%
TGT TARGET CORP COM 0.1%
Value ($000) $3,157 Shares 32,001 Est. Cost $127.07 Unrealized -26.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $3,119 Shares 13,770 Est. Cost $193.00 Unrealized
XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 0.1%
Value ($000) $3,117 Shares 75,097 Est. Cost $41.83 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $3,045 Shares 2,274 Est. Cost $86.38 Unrealized +30.9%
AON AON PLC SHS CL A 0.1%
Value ($000) $3,027 Shares 8,486 Est. Cost $365.26 Unrealized -1.1%
NXPI NXP SEMICONDUCTORS N V COM 0.1%
Value ($000) $3,002 Shares 13,739 Est. Cost $222.56 Unrealized -13.4%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $2,984 Shares 32,700 Est. Cost $76.43 Unrealized +8.8%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $2,982 Shares 16,291 Est. Cost $176.50 Unrealized -10.8%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $2,981 Shares 33,348 Est. Cost $76.59 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $2,929 Shares 161,574 Est. Cost $19.26 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $2,921 Shares 9,997 Est. Cost $290.22 Unrealized +4.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $2,915 Shares 4 Est. Cost $720129.80 Unrealized +5.8%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $2,913 Shares 31,760 Est. Cost $91.52 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $2,900 Shares 9,128 Est. Cost $319.11 Unrealized -5.6%
RBCAA REPUBLIC BANCORP INC KY CL A 0.1%
Value ($000) $2,895 Shares 39,596 Est. Cost $71.37 Unrealized -4.2%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $2,895 Shares 4,364 Est. Cost $623.36 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $2,840 Shares 57,422 Est. Cost $44.23 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.1%
Value ($000) $2,830 Shares 9,232 Est. Cost $302.48 Unrealized +1.7%
XLC Communication Services Select Sector SPDR Fund 0.1%
Value ($000) $2,825 Shares 26,033 Est. Cost $96.79 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $2,797 Shares 32,858 Est. Cost $66.99 Unrealized +6.3%
BX BLACKSTONE INC COM 0.1%
Value ($000) $2,791 Shares 18,656 Est. Cost $165.67 Unrealized -18.4%
TOST TOAST INC CL A 0.1%
Value ($000) $2,735 Shares 61,756 Est. Cost $38.46 Unrealized +2.2%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $2,727 Shares 38,799 Est. Cost $57.36 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $2,715 Shares 132,656 Est. Cost $24.19 Unrealized -7.2%
TBLL INVESCO SHORT TERM TREASURY ETF 0.1%
Value ($000) $2,714 Shares 25,712 Est. Cost $105.58 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $2,712 Shares 28,887 Est. Cost $88.92 Unrealized
CGGE CAPITAL GROUP GLOBAL EQUITY ETF 0.1%
Value ($000) $2,676 Shares 91,660 Est. Cost $29.19 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.1%
Value ($000) $2,665 Shares 47,530 Est. Cost $55.70 Unrealized -1.3%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $2,652 Shares 5,669 Est. Cost $387.42 Unrealized +6.7%
BFS SAUL CTRS INC COM 0.1%
Value ($000) $2,650 Shares 77,625 Est. Cost $37.86 Unrealized
BLK BLACKROCK INC COM 0.1%
Value ($000) $2,641 Shares 2,517 Est. Cost $990.43 Unrealized -5.8%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value ($000) $2,640 Shares 110,929 Est. Cost $23.49 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $2,629 Shares 53,618 Est. Cost $50.13 Unrealized
RY ROYAL BK CDA COM 0.1%
Value ($000) $2,619 Shares 19,907 Est. Cost $123.44 Unrealized -0.9%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $2,608 Shares 38,023 Est. Cost $33.72 Unrealized -19.0%
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 0.1%
Value ($000) $2,598 Shares 54,775 Est. Cost $47.72 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $2,577 Shares 56,941 Est. Cost $46.33 Unrealized -12.0%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $2,562 Shares 9,377 Est. Cost $271.56 Unrealized -8.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $2,526 Shares 24,178 Est. Cost $105.35 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $2,524 Shares 27,700 Est. Cost $75.61 Unrealized +11.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $2,523 Shares 30,450 Est. Cost $82.15 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $2,485 Shares 28,610 Est. Cost $86.89 Unrealized
MET METLIFE INC COM 0.1%
Value ($000) $2,481 Shares 30,856 Est. Cost $79.65 Unrealized -4.8%
FLTR VanEck Investment Grade Floating Rate ETF 0.1%
Value ($000) $2,461 Shares 96,523 Est. Cost $25.45 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $2,457 Shares 31,709 Est. Cost $64.98 Unrealized
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.1%
Value ($000) $2,435 Shares 60,325 Est. Cost $37.58 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $2,433 Shares 8,398 Est. Cost $281.36 Unrealized +2.0%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $2,419 Shares 24,109 Est. Cost $97.19 Unrealized +6.7%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $2,388 Shares 24,530 Est. Cost $75.08 Unrealized +5.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,385 Shares 29,768 Est. Cost $69.50 Unrealized +2.4%
XLI Industrial Select Sector SPDR Fund 0.1%
Value ($000) $2,325 Shares 15,759 Est. Cost $133.08 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST 0.1%
Value ($000) $2,317 Shares 47,660 Est. Cost $47.44 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.1%
Value ($000) $2,270 Shares 119,647 Est. Cost $18.78 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $2,216 Shares 28,155 Est. Cost $77.34 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $2,211 Shares 79,891 Est. Cost $26.07 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2,207 Shares 37,641 Est. Cost $48.82 Unrealized +14.6%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $2,204 Shares 22,660 Est. Cost $95.54 Unrealized
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value ($000) $2,178 Shares 40,046 Est. Cost $54.53 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $2,165 Shares 42,723 Est. Cost $50.52 Unrealized
CSL CARLISLE COS INC COM 0.1%
Value ($000) $2,152 Shares 5,762 Est. Cost $367.43 Unrealized 0.0%
EFX EQUIFAX INC COM 0.1%
Value ($000) $2,091 Shares 8,062 Est. Cost $265.60 Unrealized -4.8%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $2,091 Shares 3,952 Est. Cost $327.41 Unrealized +27.0%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $2,065 Shares 7,720 Est. Cost $244.86 Unrealized +6.5%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $2,042 Shares 33,366 Est. Cost $53.44 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $2,014 Shares 67,292 Est. Cost $30.69 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $2,011 Shares 18,718 Est. Cost $89.67 Unrealized +12.8%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,997 Shares 88,481 Est. Cost $22.27 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $1,993 Shares 35,496 Est. Cost $59.28 Unrealized -14.2%
AGM FEDERAL AGRIC MTG CORP CL C 0.1%
Value ($000) $1,979 Shares 10,188 Est. Cost $191.09 Unrealized -6.1%
XLE Energy Select Sector SPDR Fund 0.1%
Value ($000) $1,944 Shares 22,922 Est. Cost $85.66 Unrealized
XLY Consumer Discretionary Select Sector SPDR Fund 0.1%
Value ($000) $1,931 Shares 8,887 Est. Cost $222.72 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $1,917 Shares 8,055 Est. Cost $216.79 Unrealized -5.0%
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.1%
Value ($000) $1,907 Shares 66,197 Est. Cost $28.81 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $1,890 Shares 13,629 Est. Cost $131.52 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $1,881 Shares 8,176 Est. Cost $230.22 Unrealized -5.1%
INMD INMODE LTD SHS 0.1%
Value ($000) $1,880 Shares 130,220 Est. Cost $17.74 Unrealized -17.3%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,868 Shares 13,166 Est. Cost $143.89 Unrealized -24.3%
ISPY PROSHARES S&P 500 HIGH INCOME ETF 0.1%
Value ($000) $1,854 Shares 43,689 Est. Cost $44.09 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value ($000) $1,849 Shares 76,262 Est. Cost $24.07 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $1,842 Shares 11,457 Est. Cost $152.73 Unrealized 0.0%
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.1%
Value ($000) $1,838 Shares 52,091 Est. Cost $33.24 Unrealized
XLP Consumer Staples Select Sector SPDR Fund 0.1%
Value ($000) $1,835 Shares 22,666 Est. Cost $78.84 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,834 Shares 5,946 Est. Cost $287.90 Unrealized +5.0%
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $1,829 Shares 167,502 Est. Cost $10.92 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.1%
Value ($000) $1,827 Shares 31,081 Est. Cost $58.26 Unrealized
JAAA Janus Henderson AAA CLO ETF 0.0%
Value ($000) $1,776 Shares 34,991 Est. Cost $50.72 Unrealized
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $1,772 Shares 15,681 Est. Cost $111.87 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $1,761 Shares 27,356 Est. Cost $78.41 Unrealized -20.7%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $1,743 Shares 39,994 Est. Cost $40.29 Unrealized
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value ($000) $1,738 Shares 55,556 Est. Cost $37.49 Unrealized -25.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $1,735 Shares 18,870 Est. Cost $89.04 Unrealized
WINN HARBOR LONG-TERM GROWERS ETF 0.0%
Value ($000) $1,731 Shares 59,418 Est. Cost $27.23 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $1,724 Shares 27,483 Est. Cost $59.12 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $1,717 Shares 2,142 Est. Cost $712.19 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1,673 Shares 8,876 Est. Cost $224.00 Unrealized -17.1%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1,667 Shares 9,499 Est. Cost $199.18 Unrealized -13.3%
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.0%
Value ($000) $1,665 Shares 34,519 Est. Cost $45.51 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $1,647 Shares 18,122 Est. Cost $93.07 Unrealized -3.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $1,647 Shares 8,837 Est. Cost $189.31 Unrealized -12.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $1,630 Shares 12,683 Est. Cost $118.12 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $1,623 Shares 66,372 Est. Cost $24.19 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $1,623 Shares 27,103 Est. Cost $59.83 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $1,621 Shares 17,249 Est. Cost $85.84 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value ($000) $1,613 Shares 31,062 Est. Cost $51.77 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $1,609 Shares 11,788 Est. Cost $136.49 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $1,608 Shares 14,133 Est. Cost $121.53 Unrealized -12.5%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $1,588 Shares 30,499 Est. Cost $35.69 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $1,558 Shares 22,576 Est. Cost $84.65 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $1,554 Shares 11,704 Est. Cost $131.37 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1,533 Shares 12,869 Est. Cost $116.69 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $1,532 Shares 60,832 Est. Cost $25.05 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $1,523 Shares 7,157 Est. Cost $172.82 Unrealized +7.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $1,512 Shares 3,432 Est. Cost $425.72 Unrealized
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF 0.0%
Value ($000) $1,508 Shares 29,711 Est. Cost $50.73 Unrealized
IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF 0.0%
Value ($000) $1,498 Shares 68,994 Est. Cost $20.24 Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $1,480 Shares 6,799 Est. Cost $194.48 Unrealized -6.4%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $1,478 Shares 21,298 Est. Cost $72.91 Unrealized -6.6%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $1,475 Shares 10,867 Est. Cost $132.10 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $1,475 Shares 47,554 Est. Cost $31.36 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value ($000) $1,449 Shares 101,048 Est. Cost $13.10 Unrealized -0.4%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $1,436 Shares 31,396 Est. Cost $45.03 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $1,426 Shares 20,078 Est. Cost $72.54 Unrealized -18.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $1,421 Shares 2,508 Est. Cost $569.60 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $1,421 Shares 21,738 Est. Cost $63.15 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1,419 Shares 7,792 Est. Cost $122.42 Unrealized +36.7%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1,406 Shares 8,462 Est. Cost $148.76 Unrealized -0.6%
AFL AFLAC INC COM 0.0%
Value ($000) $1,396 Shares 13,237 Est. Cost $106.19 Unrealized -2.4%
UPWK UPWORK INC COM 0.0%
Value ($000) $1,380 Shares 102,670 Est. Cost $14.40 Unrealized -0.3%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $1,373 Shares 46,758 Est. Cost $25.17 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $1,359 Shares 10,356 Est. Cost $124.91 Unrealized
HAE HAEMONETICS CORP MASS COM 0.0%
Value ($000) $1,352 Shares 18,119 Est. Cost $67.90 Unrealized -2.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $1,339 Shares 15,782 Est. Cost $74.86 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $1,320 Shares 16,067 Est. Cost $71.04 Unrealized
AGO ASSURED GUARANTY LTD COM 0.0%
Value ($000) $1,307 Shares 15,000 Est. Cost $86.67 Unrealized -1.9%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1,297 Shares 2,459 Est. Cost $503.12 Unrealized -1.3%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $1,287 Shares 5,402 Est. Cost $237.37 Unrealized +1.7%
OIH VANECK OIL SERVICES ETF 0.0%
Value ($000) $1,258 Shares 5,464 Est. Cost $230.29 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1,255 Shares 15,374 Est. Cost $96.38 Unrealized -16.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $1,250 Shares 12,185 Est. Cost $112.79 Unrealized -18.5%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,249 Shares 13,630 Est. Cost $93.94 Unrealized -9.3%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,233 Shares 24,373 Est. Cost $49.74 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $1,227 Shares 18,606 Est. Cost $61.11 Unrealized -9.0%
T AT&T INC COM 0.0%
Value ($000) $1,222 Shares 42,241 Est. Cost $21.64 Unrealized +24.6%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $1,221 Shares 52,324 Est. Cost $22.87 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $1,220 Shares 3,957 Est. Cost $334.14 Unrealized -18.7%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $1,216 Shares 1,740 Est. Cost $655.15 Unrealized -4.1%
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 0.0%
Value ($000) $1,213 Shares 34,183 Est. Cost $30.06 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $1,210 Shares 99,829 Est. Cost $12.21 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,208 Shares 9,059 Est. Cost $119.02 Unrealized -4.6%
GWX SPDR S&P INTERNATIONAL SMALL CAP ETF 0.0%
Value ($000) $1,205 Shares 32,407 Est. Cost $30.99 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1,200 Shares 15,523 Est. Cost $66.21 Unrealized
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $1,195 Shares 110,105 Est. Cost $8.93 Unrealized +4.8%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value ($000) $1,189 Shares 40,591 Est. Cost $24.74 Unrealized +5.1%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $1,188 Shares 4,615 Est. Cost $184.08 Unrealized +18.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $1,185 Shares 6,000 Est. Cost $243.95 Unrealized -20.9%
DSEP FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER 0.0%
Value ($000) $1,177 Shares 27,750 Est. Cost $40.55 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $1,169 Shares 48,146 Est. Cost $23.96 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $1,168 Shares 18,722 Est. Cost $59.21 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $1,149 Shares 6,268 Est. Cost $192.96 Unrealized -10.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1,137 Shares 2,274 Est. Cost $492.27 Unrealized -1.3%
ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF 0.0%
Value ($000) $1,123 Shares 14,670 Est. Cost $76.56 Unrealized
BLACKROCK MUNI INCOME TR II COM 0.0%
Value ($000) $1,118 Shares 111,376 Est. Cost $10.04 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1,115 Shares 7,664 Est. Cost $137.90 Unrealized +7.0%
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 0.0%
Value ($000) $1,107 Shares 25,020 Est. Cost $43.20 Unrealized
INOD INNODATA INC COM NEW 0.0%
Value ($000) $1,076 Shares 21,000 Est. Cost $31.51 Unrealized +25.2%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $1,065 Shares 41,915 Est. Cost $24.99 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $1,056 Shares 5,754 Est. Cost $156.24 Unrealized +9.1%
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF 0.0%
Value ($000) $1,049 Shares 21,137 Est. Cost $49.55 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $1,045 Shares 96,302 Est. Cost $9.87 Unrealized -0.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1,033 Shares 6,262 Est. Cost $151.40 Unrealized -4.4%
MTRX MATRIX SVC CO COM 0.0%
Value ($000) $1,032 Shares 76,358 Est. Cost $13.34 Unrealized -9.5%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $1,010 Shares 5,171 Est. Cost $190.88 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $1,007 Shares 38,645 Est. Cost $25.31 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,000 Shares 18,756 Est. Cost $51.51 Unrealized
DFVX DIMENSIONAL US LARGE CAP VECTOR ETF 0.0%
Value ($000) $993 Shares 14,407 Est. Cost $64.83 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $985 Shares 47,088 Est. Cost $21.07 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $982 Shares 6,448 Est. Cost $128.56 Unrealized +9.9%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $969 Shares 11,686 Est. Cost $86.45 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $965 Shares 3,581 Est. Cost $245.53 Unrealized +2.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $965 Shares 10,932 Est. Cost $87.41 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $950 Shares 26,623 Est. Cost $39.99 Unrealized -15.2%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $945 Shares 10,526 Est. Cost $102.06 Unrealized -13.8%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $943 Shares 907 Est. Cost $1116.02 Unrealized -7.4%
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.0%
Value ($000) $937 Shares 41,917 Est. Cost $21.94 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $926 Shares 24,376 Est. Cost $35.86 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $924 Shares 11,116 Est. Cost $69.96 Unrealized +16.2%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $923 Shares 3,744 Est. Cost $235.26 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $921 Shares 10,491 Est. Cost $84.14 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $912 Shares 13,523 Est. Cost $63.61 Unrealized +2.4%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $910 Shares 19,881 Est. Cost $41.26 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $910 Shares 6,837 Est. Cost $135.37 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $908 Shares 883 Est. Cost $199.33 Unrealized -5.4%
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.0%
Value ($000) $898 Shares 40,960 Est. Cost $21.37 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $885 Shares 1,658 Est. Cost $526.39 Unrealized -6.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $884 Shares 3,523 Est. Cost $234.55 Unrealized -3.2%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $871 Shares 21,063 Est. Cost $40.52 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $866 Shares 3,555 Est. Cost $219.98 Unrealized +5.3%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $864 Shares 16,119 Est. Cost $58.06 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value ($000) $862 Shares 25,223 Est. Cost $34.78 Unrealized -4.1%
CSX CSX CORP COM 0.0%
Value ($000) $856 Shares 26,246 Est. Cost $33.68 Unrealized -11.6%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $849 Shares 15,732 Est. Cost $54.42 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $837 Shares 5,901 Est. Cost $155.70 Unrealized -15.6%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $831 Shares 1,976 Est. Cost $468.46 Unrealized -11.4%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $830 Shares 40,723 Est. Cost $27.85 Unrealized -26.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $824 Shares 6,236 Est. Cost $129.38 Unrealized
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $823 Shares 8,133 Est. Cost $106.04 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $823 Shares 3,156 Est. Cost $266.73 Unrealized -4.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $823 Shares 2,246 Est. Cost $344.99 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $821 Shares 102,362 Est. Cost $7.86 Unrealized
USMC PRINCIPAL U.S. MEGA-CAP ETF 0.0%
Value ($000) $820 Shares 13,100 Est. Cost $60.03 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $809 Shares 7,606 Est. Cost $105.51 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $796 Shares 6,579 Est. Cost $97.31 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $792 Shares 39,481 Est. Cost $19.13 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $784 Shares 22,210 Est. Cost $35.78 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $783 Shares 7,779 Est. Cost $99.55 Unrealized
XJUN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $782 Shares 19,029 Est. Cost $38.62 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $771 Shares 3,127 Est. Cost $204.32 Unrealized +20.0%
RPRX ROYALTY PHARMA PLC SHS CLASS A 0.0%
Value ($000) $770 Shares 21,360 Est. Cost $31.82 Unrealized +4.1%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $767 Shares 34,096 Est. Cost $22.20 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $761 Shares 5,917 Est. Cost $130.63 Unrealized -8.3%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $757 Shares 5,636 Est. Cost $117.33 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $754 Shares 10,928 Est. Cost $53.65 Unrealized +19.6%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $753 Shares 2,218 Est. Cost $324.59 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $752 Shares 14,596 Est. Cost $47.86 Unrealized
DFAW DIMENSIONAL WORLD EQUITY ETF 0.0%
Value ($000) $741 Shares 11,054 Est. Cost $63.17 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $737 Shares 8,085 Est. Cost $106.02 Unrealized -9.5%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $731 Shares 7,578 Est. Cost $88.64 Unrealized 0.0%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $731 Shares 18,310 Est. Cost $37.66 Unrealized
RRR RED ROCK RESORTS INC CL A 0.0%
Value ($000) $730 Shares 14,032 Est. Cost $47.15 Unrealized -3.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $728 Shares 17,320 Est. Cost $47.06 Unrealized -12.5%
IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF 0.0%
Value ($000) $725 Shares 36,551 Est. Cost $19.23 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $720 Shares 4,077 Est. Cost $163.83 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $714 Shares 21,748 Est. Cost $26.74 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $712 Shares 18,349 Est. Cost $38.81 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $707 Shares 11,292 Est. Cost $62.64 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $703 Shares 5,798 Est. Cost $120.15 Unrealized -2.0%
RGCO RGC RES INC COM 0.0%
Value ($000) $700 Shares 31,260 Est. Cost $20.74 Unrealized +2.5%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $693 Shares 18,255 Est. Cost $34.69 Unrealized -5.1%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $693 Shares 8,176 Est. Cost $71.92 Unrealized +12.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $688 Shares 6,204 Est. Cost $87.00 Unrealized +20.0%
HEIDRICK & STRUGGLES INTL INC COM 0.0%
Value ($000) $687 Shares 15,015 Est. Cost $43.49 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $686 Shares 8,277 Est. Cost $80.27 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $685 Shares 16,970 Est. Cost $37.85 Unrealized +2.0%
RGLD ROYAL GOLD INC COM 0.0%
Value ($000) $679 Shares 3,820 Est. Cost $154.52 Unrealized +14.6%
JIVE JPMORGAN INTERNATIONAL VALUE ETF 0.0%
Value ($000) $677 Shares 9,771 Est. Cost $69.30 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $677 Shares 339 Est. Cost $1659.34 Unrealized +13.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $677 Shares 3,930 Est. Cost $225.20 Unrealized -19.9%
DOW DOW INC COM 0.0%
Value ($000) $676 Shares 25,538 Est. Cost $41.90 Unrealized -33.7%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $674 Shares 18,484 Est. Cost $25.91 Unrealized +21.2%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value ($000) $668 Shares 22,712 Est. Cost $30.11 Unrealized
MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 0.0%
Value ($000) $665 Shares 15,436 Est. Cost $40.29 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $663 Shares 2,711 Est. Cost $263.37 Unrealized -6.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $663 Shares 6,661 Est. Cost $108.61 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $662 Shares 3,434 Est. Cost $188.49 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $660 Shares 4,960 Est. Cost $145.82 Unrealized -20.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $659 Shares 6,876 Est. Cost $92.45 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $658 Shares 28,712 Est. Cost $22.82 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $653 Shares 45,760 Est. Cost $11.32 Unrealized +3.3%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $652 Shares 8,599 Est. Cost $76.14 Unrealized -3.6%
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value ($000) $650 Shares 21,950 Est. Cost $28.80 Unrealized +11.0%
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $646 Shares 2,355 Est. Cost $244.80 Unrealized +0.2%
UVV UNIVERSAL CORP VA COM 0.0%
Value ($000) $645 Shares 11,075 Est. Cost $53.31 Unrealized +8.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $641 Shares 715 Est. Cost $669.07 Unrealized +11.9%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $633 Shares 4,682 Est. Cost $128.82 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $630 Shares 4,254 Est. Cost $132.27 Unrealized +9.0%
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value ($000) $625 Shares 9,219 Est. Cost $68.00 Unrealized
RVTY REVVITY INC COM 0.0%
Value ($000) $623 Shares 6,437 Est. Cost $111.69 Unrealized -15.8%
CEFS SABA CLOSED END FUNDS ETF 0.0%
Value ($000) $622 Shares 27,946 Est. Cost $21.42 Unrealized
OPPE WISDOMTREE EUROPEAN OPPORTUNITIES FUND 0.0%
Value ($000) $621 Shares 13,342 Est. Cost $38.22 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $617 Shares 27,835 Est. Cost $24.18 Unrealized
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $617 Shares 16,108 Est. Cost $36.20 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $613 Shares 20,005 Est. Cost $28.45 Unrealized
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.0%
Value ($000) $612 Shares 27,095 Est. Cost $22.59 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $611 Shares 7,508 Est. Cost $83.93 Unrealized -8.7%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $607 Shares 20,716 Est. Cost $29.01 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $602 Shares 14,424 Est. Cost $42.23 Unrealized -9.3%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $594 Shares 8,130 Est. Cost $73.84 Unrealized -6.8%
ERII ENERGY RECOVERY INC COM 0.0%
Value ($000) $588 Shares 46,027 Est. Cost $14.78 Unrealized -8.3%
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $587 Shares 12,237 Est. Cost $46.54 Unrealized
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH 0.0%
Value ($000) $587 Shares 18,932 Est. Cost $29.76 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $584 Shares 6,561 Est. Cost $89.08 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $584 Shares 4,121 Est. Cost $114.72 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $581 Shares 5,131 Est. Cost $105.61 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $579 Shares 32,519 Est. Cost $17.70 Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $579 Shares 38,178 Est. Cost $23.36 Unrealized -21.5%
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 0.0%
Value ($000) $575 Shares 11,546 Est. Cost $49.48 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $565 Shares 6,160 Est. Cost $95.23 Unrealized -4.4%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $562 Shares 8,955 Est. Cost $60.59 Unrealized
UGL PROSHARES ULTRA GOLD 0.0%
Value ($000) $555 Shares 16,000 Est. Cost $58.17 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value ($000) $552 Shares 11,487 Est. Cost $47.17 Unrealized
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $551 Shares 20,616 Est. Cost $28.17 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $549 Shares 8,939 Est. Cost $54.50 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $545 Shares 23,473 Est. Cost $19.56 Unrealized
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value ($000) $545 Shares 11,665 Est. Cost $48.27 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $543 Shares 2,453 Est. Cost $189.37 Unrealized +16.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $540 Shares 8,992 Est. Cost $53.47 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $539 Shares 4,757 Est. Cost $85.29 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $539 Shares 9,536 Est. Cost $57.31 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $537 Shares 1,110 Est. Cost $472.88 Unrealized -1.5%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $537 Shares 14,035 Est. Cost $42.04 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $529 Shares 33,135 Est. Cost $17.70 Unrealized -7.5%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $526 Shares 15,212 Est. Cost $31.60 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $517 Shares 1,303 Est. Cost $366.14 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value ($000) $516 Shares 10,258 Est. Cost $50.82 Unrealized
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.0%
Value ($000) $512 Shares 14,408 Est. Cost $34.01 Unrealized
FLAHERTY & CRUMRINE DYNAMIC PF SHS 0.0%
Value ($000) $512 Shares 24,951 Est. Cost $19.94 Unrealized
XNOV FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER 0.0%
Value ($000) $511 Shares 14,382 Est. Cost $34.01 Unrealized
LRGF ISHARES U.S. EQUITY FACTOR ETF 0.0%
Value ($000) $510 Shares 7,959 Est. Cost $60.35 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $509 Shares 2,956 Est. Cost $194.61 Unrealized
FLAHERTY & CRUMRINE PFD INCOME COM 0.0%
Value ($000) $507 Shares 44,835 Est. Cost $11.24 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $505 Shares 18,753 Est. Cost $24.04 Unrealized
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $503 Shares 11,633 Est. Cost $43.33 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value ($000) $501 Shares 8,344 Est. Cost $58.08 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $498 Shares 5,033 Est. Cost $98.24 Unrealized -2.9%
INTC INTEL CORP COM 0.0%
Value ($000) $495 Shares 22,093 Est. Cost $22.54 Unrealized -8.1%
BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $494 Shares 4,880 Est. Cost $101.20 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value ($000) $493 Shares 8,322 Est. Cost $59.06 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $487 Shares 3,826 Est. Cost $118.19 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $479 Shares 2,199 Est. Cost $166.51 Unrealized +22.7%
AZO AUTOZONE INC COM 0.0%
Value ($000) $479 Shares 129 Est. Cost $3166.27 Unrealized +16.4%
UDR UDR INC COM 0.0%
Value ($000) $476 Shares 11,654 Est. Cost $42.30 Unrealized -4.4%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $472 Shares 11,147 Est. Cost $39.11 Unrealized
DCRE DOUBLELINE COMMERCIAL REAL ESTATE ETF 0.0%
Value ($000) $471 Shares 9,050 Est. Cost $51.46 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $470 Shares 1,545 Est. Cost $289.41 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $470 Shares 5,609 Est. Cost $80.70 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $466 Shares 1,056 Est. Cost $506.16 Unrealized -8.3%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $464 Shares 8,789 Est. Cost $52.02 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $464 Shares 1,665 Est. Cost $240.91 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $462 Shares 3,713 Est. Cost $91.39 Unrealized +16.3%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $462 Shares 1,637 Est. Cost $304.00 Unrealized -11.8%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $461 Shares 4,915 Est. Cost $90.21 Unrealized
IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF 0.0%
Value ($000) $461 Shares 22,474 Est. Cost $19.88 Unrealized
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $460 Shares 22,426 Est. Cost $21.51 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $459 Shares 7,975 Est. Cost $54.51 Unrealized -0.1%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $458 Shares 5,741 Est. Cost $86.78 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $457 Shares 5,153 Est. Cost $90.12 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $457 Shares 3,450 Est. Cost $134.70 Unrealized -6.0%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $452 Shares 4,447 Est. Cost $99.54 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $452 Shares 2,658 Est. Cost $152.11 Unrealized +8.2%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $451 Shares 16,985 Est. Cost $26.19 Unrealized
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value ($000) $451 Shares 11,654 Est. Cost $36.67 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $450 Shares 1,438 Est. Cost $219.53 Unrealized +7.6%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $445 Shares 7,887 Est. Cost $57.95 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $445 Shares 13,900 Est. Cost $25.85 Unrealized +11.3%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $445 Shares 23,098 Est. Cost $17.41 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $444 Shares 4,981 Est. Cost $81.69 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $443 Shares 5,271 Est. Cost $77.02 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $443 Shares 5,175 Est. Cost $73.28 Unrealized +11.9%
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $436 Shares 4,439 Est. Cost $98.26 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $435 Shares 2,377 Est. Cost $177.97 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $433 Shares 8,363 Est. Cost $63.11 Unrealized -14.8%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $429 Shares 4,253 Est. Cost $127.15 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $428 Shares 5,471 Est. Cost $69.99 Unrealized +6.6%
BITB BITWISE BITCOIN ETF TRUST 0.0%
Value ($000) $428 Shares 7,303 Est. Cost $49.92 Unrealized
TREEHOUSE FOODS INC COM 0.0%
Value ($000) $426 Shares 21,955 Est. Cost $26.31 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $426 Shares 19,367 Est. Cost $21.44 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $423 Shares 6,049 Est. Cost $65.52 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $421 Shares 3,809 Est. Cost $91.05 Unrealized +9.2%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $421 Shares 3,565 Est. Cost $135.84 Unrealized -18.8%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $421 Shares 3,176 Est. Cost $131.30 Unrealized 0.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $419 Shares 4,551 Est. Cost $90.94 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $414 Shares 1,282 Est. Cost $256.76 Unrealized +2.8%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $412 Shares 17,650 Est. Cost $23.32 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $411 Shares 71 Est. Cost $4764.13 Unrealized +6.9%
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $410 Shares 3,589 Est. Cost $110.29 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $409 Shares 37,454 Est. Cost $10.92 Unrealized
SFEB FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY 0.0%
Value ($000) $409 Shares 19,152 Est. Cost $21.51 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $409 Shares 3,927 Est. Cost $150.56 Unrealized -27.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $401 Shares 8,316 Est. Cost $41.82 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $401 Shares 22,004 Est. Cost $12.99 Unrealized +1.5%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $399 Shares 4,575 Est. Cost $85.63 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $398 Shares 3,096 Est. Cost $117.49 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $394 Shares 31,383 Est. Cost $15.18 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value ($000) $391 Shares 9,248 Est. Cost $41.65 Unrealized
VHT Vanguard Health Care Index ETF 0.0%
Value ($000) $391 Shares 1,573 Est. Cost $253.92 Unrealized
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $388 Shares 6,000 Est. Cost $64.59 Unrealized -9.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $388 Shares 2,459 Est. Cost $163.77 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $380 Shares 6,364 Est. Cost $56.52 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $380 Shares 4,596 Est. Cost $82.66 Unrealized
LIND LINDBLAD EXPEDITIONS HLDGS INC COM 0.0%
Value ($000) $378 Shares 32,419 Est. Cost $11.47 Unrealized -13.6%
HANCOCK JOHN INCOME SECS TR COM 0.0%
Value ($000) $377 Shares 33,383 Est. Cost $11.28 Unrealized
QTOC INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER 0.0%
Value ($000) $371 Shares 11,650 Est. Cost $29.28 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $369 Shares 16,066 Est. Cost $22.98 Unrealized
SIMS SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF 0.0%
Value ($000) $366 Shares 10,342 Est. Cost $34.17 Unrealized
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.0%
Value ($000) $363 Shares 10,939 Est. Cost $31.43 Unrealized
UVSP UNIVEST FINANCIAL CORPORATION COM 0.0%
Value ($000) $360 Shares 11,988 Est. Cost $29.72 Unrealized -2.1%
IBTM ISHARES IBONDS DEC 2032 TERM TREASURY ETF 0.0%
Value ($000) $357 Shares 15,497 Est. Cost $22.28 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $355 Shares 21,803 Est. Cost $16.63 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value ($000) $351 Shares 5,310 Est. Cost $53.98 Unrealized
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $351 Shares 32,700 Est. Cost $10.62 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value ($000) $350 Shares 13,829 Est. Cost $24.60 Unrealized
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 0.0%
Value ($000) $349 Shares 6,997 Est. Cost $48.85 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $347 Shares 15,000 Est. Cost $24.77 Unrealized -10.2%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $346 Shares 4,805 Est. Cost $123.72 Unrealized -48.4%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $345 Shares 3,000 Est. Cost $145.85 Unrealized -23.7%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $345 Shares 28,905 Est. Cost $11.92 Unrealized
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.0%
Value ($000) $344 Shares 4,858 Est. Cost $70.77 Unrealized
QCJA FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY 0.0%
Value ($000) $341 Shares 16,540 Est. Cost $19.18 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $341 Shares 2,865 Est. Cost $121.31 Unrealized
VFMF VANGUARD U.S. MULTIFACTOR ETF 0.0%
Value ($000) $336 Shares 2,500 Est. Cost $130.58 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $336 Shares 4,041 Est. Cost $96.08 Unrealized -18.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $334 Shares 7,230 Est. Cost $45.22 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $333 Shares 1,060 Est. Cost $339.14 Unrealized -11.5%
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $332 Shares 7,700 Est. Cost $25.84 Unrealized +40.7%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $331 Shares 964 Est. Cost $364.54 Unrealized -5.5%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $330 Shares 4,782 Est. Cost $60.92 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $329 Shares 4,077 Est. Cost $78.71 Unrealized
EFIV SPDR S&P 500 ESG ETF 0.0%
Value ($000) $328 Shares 5,608 Est. Cost $53.50 Unrealized
HTB HOMETRUST BANCSHARES INC COM 0.0%
Value ($000) $322 Shares 8,614 Est. Cost $35.12 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $322 Shares 7,110 Est. Cost $39.21 Unrealized +11.7%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $321 Shares 7,860 Est. Cost $37.13 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $318 Shares 7,417 Est. Cost $37.92 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $315 Shares 15,231 Est. Cost $20.65 Unrealized
ANSYS INC COM 0.0%
Value ($000) $311 Shares 885 Est. Cost $337.33 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $309 Shares 21,106 Est. Cost $13.42 Unrealized +0.5%
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.0%
Value ($000) $307 Shares 12,489 Est. Cost $24.56 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $306 Shares 6,970 Est. Cost $42.14 Unrealized
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value ($000) $305 Shares 7,840 Est. Cost $37.46 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $305 Shares 6,253 Est. Cost $48.42 Unrealized
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $303 Shares 2,891 Est. Cost $111.57 Unrealized -5.8%
COR CENCORA INC COM 0.0%
Value ($000) $302 Shares 1,008 Est. Cost $242.59 Unrealized +18.2%
FTNT FORTINET INC COM 0.0%
Value ($000) $302 Shares 2,853 Est. Cost $92.51 Unrealized +9.1%
ATR APTARGROUP INC COM 0.0%
Value ($000) $301 Shares 1,925 Est. Cost $149.33 Unrealized 0.0%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $301 Shares 14,307 Est. Cost $20.37 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $301 Shares 4,037 Est. Cost $62.40 Unrealized +12.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $297 Shares 3,296 Est. Cost $90.48 Unrealized +0.8%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $296 Shares 13,539 Est. Cost $20.59 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $295 Shares 4,971 Est. Cost $59.39 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $294 Shares 2,822 Est. Cost $97.81 Unrealized +6.6%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $291 Shares 13,261 Est. Cost $19.38 Unrealized +3.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $291 Shares 11,495 Est. Cost $25.30 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $290 Shares 5,194 Est. Cost $55.53 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $288 Shares 3,792 Est. Cost $65.91 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $288 Shares 6,395 Est. Cost $44.18 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $288 Shares 878 Est. Cost $343.44 Unrealized -11.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $286 Shares 2,058 Est. Cost $131.37 Unrealized +7.4%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $285 Shares 6,931 Est. Cost $42.92 Unrealized -14.8%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $282 Shares 11,544 Est. Cost $23.18 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $277 Shares 1,667 Est. Cost $172.69 Unrealized -6.4%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.0%
Value ($000) $277 Shares 3,643 Est. Cost $74.78 Unrealized
TMV DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES 0.0%
Value ($000) $276 Shares 7,476 Est. Cost $34.74 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $276 Shares 2,511 Est. Cost $125.93 Unrealized -12.7%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $275 Shares 2,669 Est. Cost $100.60 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $271 Shares 2,780 Est. Cost $96.89 Unrealized
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $269 Shares 5,243 Est. Cost $48.88 Unrealized -13.8%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $269 Shares 1,869 Est. Cost $139.95 Unrealized -2.6%
QBUF INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY 0.0%
Value ($000) $267 Shares 9,702 Est. Cost $26.42 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $267 Shares 2,278 Est. Cost $117.17 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $267 Shares 2,816 Est. Cost $93.06 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $266 Shares 2,057 Est. Cost $140.88 Unrealized -18.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $266 Shares 6,921 Est. Cost $34.68 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $266 Shares 8,189 Est. Cost $29.68 Unrealized 0.0%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $265 Shares 20,808 Est. Cost $12.71 Unrealized
XVV ISHARES ESG SELECT SCREENED S&P 500 ETF 0.0%
Value ($000) $263 Shares 5,511 Est. Cost $45.38 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $262 Shares 6,849 Est. Cost $38.77 Unrealized -6.9%
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value ($000) $262 Shares 5,080 Est. Cost $78.11 Unrealized -34.2%
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value ($000) $260 Shares 260,205 Est. Cost $1.00 Unrealized
WESTERN ASSET MANAGED MUNS FD COM 0.0%
Value ($000) $260 Shares 26,221 Est. Cost $10.19 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $258 Shares 5,512 Est. Cost $51.32 Unrealized -10.4%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $255 Shares 3,112 Est. Cost $77.97 Unrealized
TSPA T. ROWE PRICE U.S. EQUITY RESEARCH ETF 0.0%
Value ($000) $255 Shares 6,564 Est. Cost $38.89 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $255 Shares 11,374 Est. Cost $23.60 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $255 Shares 5,900 Est. Cost $42.61 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $251 Shares 7,869 Est. Cost $30.81 Unrealized 0.0%
SEMG SUNCOAST SELECT GROWTH ETF 0.0%
Value ($000) $250 Shares 9,435 Est. Cost $26.50 Unrealized
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $249 Shares 2,500 Est. Cost $99.49 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $246 Shares 2,398 Est. Cost $101.24 Unrealized -8.2%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $246 Shares 9,595 Est. Cost $25.46 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $244 Shares 8,750 Est. Cost $24.98 Unrealized +3.0%
XIDE FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER 0.0%
Value ($000) $241 Shares 7,932 Est. Cost $30.34 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $240 Shares 2,850 Est. Cost $78.91 Unrealized 0.0%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $239 Shares 3,792 Est. Cost $55.45 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $238 Shares 21,100 Est. Cost $10.83 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $238 Shares 1,182 Est. Cost $189.83 Unrealized +3.7%
OXFORD LANE CAP CORP COM 0.0%
Value ($000) $237 Shares 56,455 Est. Cost $4.20 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $236 Shares 709 Est. Cost $276.08 Unrealized +2.2%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $235 Shares 1,974 Est. Cost $94.57 Unrealized +21.8%
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $235 Shares 15,256 Est. Cost $16.77 Unrealized -12.4%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $234 Shares 5,486 Est. Cost $38.83 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $234 Shares 2,358 Est. Cost $68.87 Unrealized +25.3%
HESS CORP COM 0.0%
Value ($000) $233 Shares 1,681 Est. Cost $133.01 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $233 Shares 2,225 Est. Cost $104.57 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $231 Shares 426 Est. Cost $520.92 Unrealized +0.4%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $231 Shares 2,985 Est. Cost $62.28 Unrealized 0.0%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $230 Shares 5,416 Est. Cost $43.24 Unrealized
BLACKROCK FLOATING RATE INC TR COM 0.0%
Value ($000) $230 Shares 18,349 Est. Cost $12.71 Unrealized
RIO RIO TINTO PLC (US ADR) 0.0%
Value ($000) $229 Shares 3,930 Est. Cost $58.81 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $229 Shares 7,430 Est. Cost $30.82 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $228 Shares 2,479 Est. Cost $91.81 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $228 Shares 8,387 Est. Cost $24.67 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $225 Shares 787 Est. Cost $287.72 Unrealized
FRST PRIMIS FINANCIAL CORP COM 0.0%
Value ($000) $224 Shares 20,650 Est. Cost $11.43 Unrealized -21.9%
ZS ZSCALER INC COM 0.0%
Value ($000) $224 Shares 712 Est. Cost $249.30 Unrealized 0.0%
FCBC FIRST CMNTY BANKSHARES INC VA COM 0.0%
Value ($000) $224 Shares 5,706 Est. Cost $38.98 Unrealized -7.7%
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $223 Shares 2,223 Est. Cost $99.93 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $222 Shares 832 Est. Cost $231.96 Unrealized +11.0%
TCW STRATEGIC INCOME FD INC COM 0.0%
Value ($000) $221 Shares 45,294 Est. Cost $4.81 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $221 Shares 24,171 Est. Cost $8.37 Unrealized -2.5%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $221 Shares 9,994 Est. Cost $22.10 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $221 Shares 7,367 Est. Cost $29.97 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $219 Shares 3,546 Est. Cost $37.41 Unrealized -1.3%
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value ($000) $219 Shares 30,253 Est. Cost $5.89 Unrealized
SG SWEETGREEN INC COM CL A 0.0%
Value ($000) $218 Shares 14,675 Est. Cost $37.25 Unrealized -55.7%
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $218 Shares 3,327 Est. Cost $65.72 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $217 Shares 568 Est. Cost $346.42 Unrealized +3.5%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $216 Shares 1,700 Est. Cost $139.76 Unrealized -10.3%
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $214 Shares 4,900 Est. Cost $43.69 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $214 Shares 3,670 Est. Cost $43.34 Unrealized +23.6%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $214 Shares 2,511 Est. Cost $81.25 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $213 Shares 15,561 Est. Cost $13.30 Unrealized -10.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $213 Shares 3,405 Est. Cost $53.01 Unrealized +15.3%
SAP SAP SE SPON ADR 0.0%
Value ($000) $213 Shares 699 Est. Cost $246.21 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $211 Shares 1,757 Est. Cost $157.37 Unrealized -17.1%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $211 Shares 8,278 Est. Cost $25.25 Unrealized
XLRE Real Estate Select Sector SPDR Fund 0.0%
Value ($000) $211 Shares 5,092 Est. Cost $41.42 Unrealized
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.0%
Value ($000) $211 Shares 8,950 Est. Cost $23.57 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $210 Shares 3,303 Est. Cost $59.90 Unrealized 0.0%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $210 Shares 5,808 Est. Cost $36.18 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $210 Shares 2,927 Est. Cost $57.90 Unrealized +17.7%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $210 Shares 579 Est. Cost $375.07 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $209 Shares 4,495 Est. Cost $46.50 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $207 Shares 868 Est. Cost $238.70 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $206 Shares 1,146 Est. Cost $152.61 Unrealized +12.8%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $206 Shares 4,057 Est. Cost $50.47 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value ($000) $205 Shares 105 Est. Cost $2085.37 Unrealized -13.2%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $205 Shares 1,286 Est. Cost $153.06 Unrealized -3.7%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $205 Shares 2,250 Est. Cost $91.10 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $205 Shares 2,810 Est. Cost $70.00 Unrealized
INVESCO TR INVT GRADE NEW YORK COM 0.0%
Value ($000) $205 Shares 19,599 Est. Cost $10.46 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $204 Shares 2,469 Est. Cost $74.81 Unrealized +5.1%
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $204 Shares 23,465 Est. Cost $8.59 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $203 Shares 10,770 Est. Cost $19.46 Unrealized
MSM MSC INDL DIRECT INC CL A 0.0%
Value ($000) $203 Shares 2,383 Est. Cost $82.42 Unrealized -4.2%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $202 Shares 1,650 Est. Cost $122.64 Unrealized -17.4%
IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF 0.0%
Value ($000) $202 Shares 7,956 Est. Cost $25.18 Unrealized
MSTR Strategy Incorporated (Microstrategy) 0.0%
Value ($000) $202 Shares 500 Est. Cost $364.26 Unrealized 0.0%
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF 0.0%
Value ($000) $202 Shares 7,996 Est. Cost $25.04 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $193 Shares 15,775 Est. Cost $15.61 Unrealized -19.5%
CTAS CINTAS CORP COM 0.0%
Value ($000) $193 Shares 866 Est. Cost $205.84 Unrealized +4.0%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $192 Shares 9,781 Est. Cost $19.48 Unrealized
FLAHERTY & CRUMRINE PFD SECS I COM 0.0%
Value ($000) $192 Shares 11,773 Est. Cost $15.53 Unrealized
DFLV DIMENSIONAL US LARGE CAP VALUE ETF 0.0%
Value ($000) $192 Shares 6,175 Est. Cost $30.03 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $191 Shares 2,575 Est. Cost $84.84 Unrealized -18.0%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $187 Shares 774 Est. Cost $220.44 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $186 Shares 890 Est. Cost $192.50 Unrealized -0.4%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value ($000) $186 Shares 12,299 Est. Cost $15.15 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $186 Shares 370 Est. Cost $473.03 Unrealized -2.5%
FRSH FRESHWORKS INC CLASS A COM 0.0%
Value ($000) $185 Shares 12,425 Est. Cost $14.21 Unrealized +1.4%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value ($000) $184 Shares 18,961 Est. Cost $9.72 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $183 Shares 7,486 Est. Cost $34.20 Unrealized -27.8%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $182 Shares 1,155 Est. Cost $138.27 Unrealized +6.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $181 Shares 565 Est. Cost $288.06 Unrealized +13.7%
PPL PPL CORP COM 0.0%
Value ($000) $180 Shares 5,299 Est. Cost $31.86 Unrealized +6.9%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $178 Shares 1,390 Est. Cost $104.78 Unrealized -7.3%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $178 Shares 2,620 Est. Cost $64.89 Unrealized +4.5%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $178 Shares 232 Est. Cost $641.84 Unrealized 0.0%
TRU TRANSUNION COM 0.0%
Value ($000) $174 Shares 1,980 Est. Cost $100.69 Unrealized -17.5%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $173 Shares 15,276 Est. Cost $12.06 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $173 Shares 894 Est. Cost $147.45 Unrealized 0.0%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $173 Shares 1,575 Est. Cost $99.18 Unrealized 0.0%
NDSN NORDSON CORP COM 0.0%
Value ($000) $172 Shares 802 Est. Cost $242.59 Unrealized -18.8%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $171 Shares 25,125 Est. Cost $6.95 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $169 Shares 12,655 Est. Cost $13.32 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $168 Shares 1,253 Est. Cost $129.15 Unrealized -5.3%
CDW CDW CORP COM 0.0%
Value ($000) $168 Shares 941 Est. Cost $190.95 Unrealized -11.9%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $167 Shares 18,187 Est. Cost $9.21 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $167 Shares 3,165 Est. Cost $55.43 Unrealized -8.7%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $167 Shares 1,026 Est. Cost $208.83 Unrealized -15.4%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $165 Shares 528 Est. Cost $276.10 Unrealized +9.3%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $164 Shares 305 Est. Cost $478.19 Unrealized 0.0%
EATON VANCE MUNI INCOME TRUST SH BEN INT 0.0%
Value ($000) $160 Shares 15,661 Est. Cost $10.23 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $157 Shares 535 Est. Cost $315.96 Unrealized -9.0%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $156 Shares 13,829 Est. Cost $11.29 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $156 Shares 1,209 Est. Cost $122.31 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $151 Shares 621 Est. Cost $223.66 Unrealized +5.1%
JBL JABIL INC COM 0.0%
Value ($000) $151 Shares 690 Est. Cost $161.93 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $146 Shares 1,518 Est. Cost $104.15 Unrealized -6.1%
SGU STAR GROUP L P UNIT LTD PARTNR 0.0%
Value ($000) $146 Shares 12,450 Est. Cost $11.77 Unrealized +4.5%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $145 Shares 778 Est. Cost $153.62 Unrealized 0.0%
KVUE KENVUE INC COM 0.0%
Value ($000) $144 Shares 6,857 Est. Cost $21.68 Unrealized +2.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $143 Shares 1,830 Est. Cost $75.82 Unrealized 0.0%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $141 Shares 14,750 Est. Cost $9.59 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $141 Shares 3,367 Est. Cost $39.18 Unrealized +2.4%
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $140 Shares 25,965 Est. Cost $5.39 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $138 Shares 796 Est. Cost $168.35 Unrealized -7.8%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $137 Shares 242 Est. Cost $562.13 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $136 Shares 1,136 Est. Cost $123.33 Unrealized -9.1%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $128 Shares 2,581 Est. Cost $50.15 Unrealized
PGEN PRECIGEN INC COM 0.0%
Value ($000) $124 Shares 87,593 Est. Cost $0.85 Unrealized +66.6%
MCK MCKESSON CORP COM 0.0%
Value ($000) $124 Shares 169 Est. Cost $608.01 Unrealized +15.7%
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $119 Shares 1,812 Est. Cost $63.56 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $115 Shares 1,843 Est. Cost $62.37 Unrealized
SW SMURFIT WESTROCK PLC SHS 0.0%
Value ($000) $111 Shares 2,575 Est. Cost $49.45 Unrealized -14.7%
MTB M & T BK CORP COM 0.0%
Value ($000) $105 Shares 540 Est. Cost $191.57 Unrealized -9.7%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $104 Shares 9,063 Est. Cost $9.33 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $103 Shares 933 Est. Cost $108.52 Unrealized +3.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $103 Shares 103,431 Est. Cost $1.00 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.0%
Value ($000) $103 Shares 1,925 Est. Cost $53.58 Unrealized
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $102 Shares 10,466 Est. Cost $8.87 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $100 Shares 126 Est. Cost $887.93 Unrealized -5.9%
NEUBERGER BERMAN ENERGY INFRA COM 0.0%
Value ($000) $99 Shares 10,959 Est. Cost $8.83 Unrealized
RR RICHTECH ROBOTICS INC CL B 0.0%
Value ($000) $98 Shares 50,000 Est. Cost $1.58 Unrealized +33.2%
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $97 Shares 35,800 Est. Cost $2.66 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $93 Shares 881 Est. Cost $110.35 Unrealized -7.3%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value ($000) $88 Shares 10,432 Est. Cost $8.92 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $86 Shares 181 Est. Cost $487.38 Unrealized -9.1%
SNA SNAP ON INC COM 0.0%
Value ($000) $82 Shares 265 Est. Cost $327.46 Unrealized -4.5%
WELL WELLTOWER INC COM 0.0%
Value ($000) $80 Shares 518 Est. Cost $128.95 Unrealized +14.7%
CNQ CANADIAN NAT RES LTD COM 0.0%
Value ($000) $77 Shares 2,452 Est. Cost $32.47 Unrealized -7.7%
PRTA PROTHENA CORP PLC SHS 0.0%
Value ($000) $76 Shares 12,500 Est. Cost $15.77 Unrealized -52.4%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $75 Shares 2,240 Est. Cost $33.64 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $75 Shares 982 Est. Cost $76.67 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $73 Shares 139 Est. Cost $834.60 Unrealized -33.4%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $71 Shares 458 Est. Cost $141.22 Unrealized +8.4%
HLN Haleon PLC ADR 0.0%
Value ($000) $69 Shares 6,646 Est. Cost $9.68 Unrealized
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value ($000) $66 Shares 13,364 Est. Cost $19.49 Unrealized -72.4%
Voya Emerging Markets High Dividend Equity Fund 0.0%
Value ($000) $65 Shares 11,000 Est. Cost $5.01 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $65 Shares 112 Est. Cost $591.72 Unrealized -7.2%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $61 Shares 447 Est. Cost $167.24 Unrealized -18.6%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value ($000) $61 Shares 1,260 Est. Cost $53.62 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $61 Shares 252 Est. Cost $217.70 Unrealized +6.5%
SRE SEMPRA COM 0.0%
Value ($000) $58 Shares 771 Est. Cost $79.16 Unrealized -8.3%
DEFT DEFI TECHNOLOGIES INC COM 0.0%
Value ($000) $57 Shares 19,446 Est. Cost $2.98 Unrealized 0.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $56 Shares 6,264 Est. Cost $9.87 Unrealized -16.9%
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.0%
Value ($000) $54 Shares 10,000 Est. Cost $4.97 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $51 Shares 113 Est. Cost $428.97 Unrealized +8.2%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $51 Shares 943 Est. Cost $46.10 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $51 Shares 281 Est. Cost $175.97 Unrealized +0.0%
NGD NEW GOLD INC CDA COM 0.0%
Value ($000) $50 Shares 10,000 Est. Cost $2.96 Unrealized +38.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $47 Shares 425 Est. Cost $107.30 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $43 Shares 586 Est. Cost $68.66 Unrealized +1.9%
NG NOVAGOLD RES INC COM NEW 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $3.22 Unrealized +16.3%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $39 Shares 1,017 Est. Cost $38.43 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value ($000) $35 Shares 26,000 Est. Cost $0.47 Unrealized +136.4%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $33 Shares 1,003 Est. Cost $32.57 Unrealized +1.4%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 628 Est. Cost $47.33 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $29 Shares 231 Est. Cost $143.79 Unrealized -4.2%
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $22 Shares 19,000 Est. Cost $0.51 Unrealized +79.9%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $17 Shares 90 Est. Cost $181.83 Unrealized +5.7%
ENSG ENSIGN GROUP INC COM 0.0%
Value ($000) $16 Shares 104 Est. Cost $144.76 Unrealized -3.2%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $15 Shares 88 Est. Cost $175.16 Unrealized -5.5%
IT GARTNER INC COM 0.0%
Value ($000) $14 Shares 34 Est. Cost $515.55 Unrealized -18.8%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $14 Shares 247 Est. Cost $52.10 Unrealized +0.9%
MIRA MIRA PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.31 Unrealized -11.6%
VGZ VISTA GOLD CORP COM NEW 0.0%
Value ($000) $11 Shares 11,200 Est. Cost $0.66 Unrealized +46.8%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $9 Shares 45 Est. Cost $184.35 Unrealized 0.0%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $9 Shares 86 Est. Cost $104.50 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value ($000) $8 Shares 230 Est. Cost $35.58 Unrealized
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $8 Shares 66 Est. Cost $113.68 Unrealized 0.0%
KNTK KINETIK HOLDINGS INC COM NEW CL A 0.0%
Value ($000) $7 Shares 156 Est. Cost $54.06 Unrealized -18.8%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $6 Shares 66 Est. Cost $96.93 Unrealized -4.8%
RMD RESMED INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $238.15 Unrealized -0.4%
PCAR PACCAR INC COM 0.0%
Value ($000) $5 Shares 53 Est. Cost $90.46 Unrealized 0.0%
CASY CASEYS GEN STORES INC COM 0.0%
Value ($000) $5 Shares 9 Est. Cost $420.14 Unrealized +9.3%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $137.35 Unrealized 0.0%
SAFETY SHOT INC COM NEW 0.0%
Value ($000) $3 Shares 10,000 Est. Cost $0.33 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $686.14 Unrealized -7.7%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $51.42 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $357.95 Unrealized -16.4%
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $0 Shares 11,300 Est. Cost $0.13 Unrealized -61.2%