Transamerica Financial Advisors, Inc. Diversified Active

CIK: 0001502149 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $980 (100.0% shares, 0.0% debt)

Holdings (579)

TUG LISTED FD TR 15.3%
Value ($000) $150 Shares 4,860,603 Est. Cost $22.48 Unrealized
VV VANGUARD INDEX FDS 6.9%
Value ($000) $68 Shares 263,760 Est. Cost $154.89 Unrealized
BND VANGUARD BD INDEX FDS 3.4%
Value ($000) $33 Shares 451,306 Est. Cost $48.28 Unrealized
QQQ INVESCO QQQ TR 3.0%
Value ($000) $29 Shares 62,451 Est. Cost $0.49 Unrealized
VO VANGUARD INDEX FDS 2.1%
Value ($000) $21 Shares 81,138 Est. Cost $0.25 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.9%
Value ($000) $19 Shares 366,990 Est. Cost $33.54 Unrealized
SCHX SCHWAB STRATEGIC TR 1.9%
Value ($000) $19 Shares 839,437 Est. Cost $5.90 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $17 Shares 120,835 Est. Cost $0.21 Unrealized
IJR ISHARES TR 1.7%
Value ($000) $16 Shares 155,866 Est. Cost $55.75 Unrealized
PFI INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $16 Shares 292,323 Est. Cost $0.35 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $15 Shares 255,095 Est. Cost $0.13 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.5%
Value ($000) $15 Shares 75,824 Est. Cost $52.31 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $13 Shares 156,636 Est. Cost $0.08 Unrealized
XSOE WISDOMTREE TR 1.2%
Value ($000) $12 Shares 396,610 Est. Cost $21.23 Unrealized
VNQ VANGUARD INDEX FDS 1.1%
Value ($000) $11 Shares 117,789 Est. Cost $66.44 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.9%
Value ($000) $9 Shares 190,445 Est. Cost $32.23 Unrealized
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $9 Shares 44,614 Est. Cost $61.74 Unrealized
SCHP SCHWAB STRATEGIC TR 0.9%
Value ($000) $9 Shares 335,471 Est. Cost $0.04 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $9 Shares 79,210 Est. Cost $97.35 Unrealized +30.2%
SPYM SPDR SER TR 0.8%
Value ($000) $8 Shares 122,652 Est. Cost $0.06 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $8 Shares 14,233 Est. Cost $0.58 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $8 Shares 35,637 Est. Cost $221.95 Unrealized +4.0%
TUGN LISTED FD TR 0.8%
Value ($000) $8 Shares 358,276 Est. Cost $17.97 Unrealized
IEF ISHARES TR 0.8%
Value ($000) $8 Shares 79,239 Est. Cost $76.88 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $7 Shares 92,004 Est. Cost $51.88 Unrealized
VOT VANGUARD INDEX FDS 0.7%
Value ($000) $7 Shares 29,568 Est. Cost $0.24 Unrealized
HWM HOWMET AEROSPACE INC 0.7%
Value ($000) $7 Shares 55,073 Est. Cost $89.95 Unrealized +40.9%
MSFT MICROSOFT CORP 0.7%
Value ($000) $7 Shares 18,569 Est. Cost $346.59 Unrealized +16.9%
META META PLATFORMS INC 0.7%
Value ($000) $7 Shares 11,693 Est. Cost $430.65 Unrealized +49.4%
SCHC SCHWAB STRATEGIC TR 0.7%
Value ($000) $7 Shares 186,842 Est. Cost $24.40 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $7 Shares 6,991 Est. Cost $639.39 Unrealized +51.8%
AJG GALLAGHER ARTHUR J & CO 0.7%
Value ($000) $7 Shares 18,968 Est. Cost $246.94 Unrealized +26.9%
V VISA INC 0.6%
Value ($000) $6 Shares 17,560 Est. Cost $269.57 Unrealized +24.8%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $6 Shares 58,767 Est. Cost $63.31 Unrealized +59.0%
LLY ELI LILLY & CO 0.6%
Value ($000) $6 Shares 7,073 Est. Cost $644.30 Unrealized +28.3%
GLDM WORLD GOLD TR 0.6%
Value ($000) $6 Shares 91,876 Est. Cost $0.05 Unrealized
XLF SELECT SECTOR SPDR TR 0.6%
Value ($000) $6 Shares 114,100 Est. Cost $13.44 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $6 Shares 15,360 Est. Cost $324.02 Unrealized +17.5%
TJX TJX COS INC NEW 0.6%
Value ($000) $6 Shares 46,184 Est. Cost $94.08 Unrealized +27.6%
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $5 Shares 10,932 Est. Cost $370.75 Unrealized +49.2%
AMZN AMAZON COM INC 0.5%
Value ($000) $5 Shares 28,313 Est. Cost $182.46 Unrealized +18.9%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $5 Shares 9,724 Est. Cost $475.06 Unrealized +24.3%
NOW SERVICENOW INC 0.5%
Value ($000) $5 Shares 6,539 Est. Cost $149.03 Unrealized +29.3%
ANGL VANECK ETF TRUST 0.5%
Value ($000) $5 Shares 176,905 Est. Cost $19.63 Unrealized
EWX SPDR INDEX SHS FDS 0.5%
Value ($000) $5 Shares 89,589 Est. Cost $37.24 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $5 Shares 19,770 Est. Cost $240.80 Unrealized +3.7%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value ($000) $5 Shares 3,473 Est. Cost $69.92 Unrealized +24.4%
JMBS JANUS DETROIT STR TR 0.5%
Value ($000) $5 Shares 109,868 Est. Cost $7.53 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $5 Shares 18,244 Est. Cost $262.39 Unrealized +17.6%
BKR BAKER HUGHES COMPANY 0.5%
Value ($000) $5 Shares 110,282 Est. Cost $39.80 Unrealized +10.1%
GOOGL ALPHABET INC 0.5%
Value ($000) $5 Shares 31,157 Est. Cost $140.95 Unrealized +28.2%
CTAS CINTAS CORP 0.5%
Value ($000) $5 Shares 23,175 Est. Cost $180.08 Unrealized +9.8%
TOTL SSGA ACTIVE ETF TR 0.5%
Value ($000) $5 Shares 117,351 Est. Cost $7.49 Unrealized
ANET ARISTA NETWORKS INC 0.5%
Value ($000) $5 Shares 60,528 Est. Cost $102.84 Unrealized -1.4%
WMB WILLIAMS COS INC 0.5%
Value ($000) $5 Shares 75,513 Est. Cost $55.43 Unrealized 0.0%
NFLX NETFLIX INC 0.4%
Value ($000) $4 Shares 4,684 Est. Cost $66.88 Unrealized +42.2%
VWOB VANGUARD WHITEHALL FDS 0.4%
Value ($000) $4 Shares 67,999 Est. Cost $40.52 Unrealized
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $4 Shares 7,043 Est. Cost $499.91 Unrealized +29.7%
MCO MOODYS CORP 0.4%
Value ($000) $4 Shares 8,760 Est. Cost $376.46 Unrealized +27.1%
SNPS SYNOPSYS INC 0.4%
Value ($000) $4 Shares 9,441 Est. Cost $523.56 Unrealized -7.2%
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $4 Shares 53,598 Est. Cost $30.48 Unrealized
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $4 Shares 53,737 Est. Cost $72.04 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $4 Shares 40,414 Est. Cost $23.35 Unrealized
TLT ISHARES TR 0.4%
Value ($000) $4 Shares 42,690 Est. Cost $0.10 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $4 Shares 76,056 Est. Cost $55.28 Unrealized -1.6%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $4 Shares 7,851 Est. Cost $468.53 Unrealized -0.5%
TIP ISHARES TR 0.4%
Value ($000) $4 Shares 33,947 Est. Cost $0.27 Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $4 Shares 22,002 Est. Cost $178.31 Unrealized +3.7%
IXUS ISHARES TR 0.4%
Value ($000) $4 Shares 53,393 Est. Cost $0.07 Unrealized
SPTL SPDR SER TR 0.4%
Value ($000) $4 Shares 133,858 Est. Cost $0.03 Unrealized
SPTI SPDR SER TR 0.4%
Value ($000) $4 Shares 127,308 Est. Cost $4.37 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $3 Shares 12,924 Est. Cost $253.82 Unrealized +21.7%
AVGO BROADCOM INC 0.4%
Value ($000) $3 Shares 20,565 Est. Cost $209.43 Unrealized +0.2%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value ($000) $3 Shares 7,189 Est. Cost $531.24 Unrealized -4.9%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $3 Shares 17,716 Est. Cost $86.54 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $3 Shares 13,407 Est. Cost $71.24 Unrealized
SHOP SHOPIFY INC 0.3%
Value ($000) $3 Shares 34,822 Est. Cost $108.97 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $3 Shares 6,402 Est. Cost $588.45 Unrealized -8.3%
EMB ISHARES TR 0.3%
Value ($000) $3 Shares 33,684 Est. Cost $0.09 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3 Shares 51,937 Est. Cost $47.37 Unrealized
HYG ISHARES TR 0.3%
Value ($000) $3 Shares 38,429 Est. Cost $0.08 Unrealized
AVEM AMERICAN CENTY ETF TR 0.3%
Value ($000) $3 Shares 50,365 Est. Cost $0.06 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $3 Shares 20,256 Est. Cost $42.46 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $3 Shares 46,862 Est. Cost $0.06 Unrealized
LQD ISHARES TR 0.3%
Value ($000) $3 Shares 26,980 Est. Cost $0.12 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $3 Shares 34,990 Est. Cost $0.08 Unrealized
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $3 Shares 31,567 Est. Cost $123.15 Unrealized -15.4%
MBS ANGEL OAK FUNDS TRUST 0.3%
Value ($000) $3 Shares 331,029 Est. Cost $0.01 Unrealized
JSI JANUS DETROIT STR TR 0.3%
Value ($000) $3 Shares 52,026 Est. Cost $0.05 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $3 Shares 34,722 Est. Cost $9.96 Unrealized
PULS PGIM ETF TR 0.3%
Value ($000) $3 Shares 52,067 Est. Cost $6.43 Unrealized
FLOT ISHARES TR 0.3%
Value ($000) $3 Shares 50,605 Est. Cost $0.05 Unrealized
UYLD ANGEL OAK FUNDS TRUST 0.3%
Value ($000) $3 Shares 50,361 Est. Cost $0.05 Unrealized
SGOV ISHARES TR 0.3%
Value ($000) $3 Shares 25,448 Est. Cost $0.10 Unrealized
USFR WISDOMTREE TR 0.3%
Value ($000) $3 Shares 50,685 Est. Cost $0.05 Unrealized
VNQI VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2 Shares 60,366 Est. Cost $30.24 Unrealized
CAFX PROFESIONALLY MANAGED PORTFO 0.2%
Value ($000) $2 Shares 96,867 Est. Cost $0.03 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $2 Shares 24,716 Est. Cost $62.76 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2 Shares 10,272 Est. Cost $0.21 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $2 Shares 27,188 Est. Cost $1.33 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $2 Shares 41,698 Est. Cost $0.05 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $2 Shares 30,615 Est. Cost $10.90 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $2 Shares 14,915 Est. Cost $50.60 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $2 Shares 11,942 Est. Cost $0.65 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $2 Shares 50,486 Est. Cost $6.48 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $2 Shares 49,410 Est. Cost $0.08 Unrealized
TTD THE TRADE DESK INC 0.2%
Value ($000) $2 Shares 34,806 Est. Cost $75.84 Unrealized +19.3%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $2 Shares 7,578 Est. Cost $112.96 Unrealized +122.1%
FLGV FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $2 Shares 89,652 Est. Cost $0.02 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2 Shares 11,009 Est. Cost $142.46 Unrealized +5.6%
EWJ ISHARES INC 0.2%
Value ($000) $2 Shares 26,833 Est. Cost $34.74 Unrealized
MLPX GLOBAL X FDS 0.2%
Value ($000) $2 Shares 28,451 Est. Cost $0.08 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2 Shares 15,626 Est. Cost $0.12 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $2 Shares 15,075 Est. Cost $104.93 Unrealized +2.2%
IWF ISHARES TR 0.2%
Value ($000) $2 Shares 4,960 Est. Cost $170.67 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $2 Shares 10,569 Est. Cost $154.10 Unrealized -1.1%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $2 Shares 8,734 Est. Cost $56.05 Unrealized
EZU ISHARES INC 0.2%
Value ($000) $2 Shares 31,150 Est. Cost $19.64 Unrealized
SPBO SPDR SER TR 0.2%
Value ($000) $2 Shares 56,472 Est. Cost $0.16 Unrealized
CARY ANGEL OAK FUNDS TRUST 0.2%
Value ($000) $2 Shares 77,487 Est. Cost $0.02 Unrealized
FJP FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $2 Shares 29,299 Est. Cost $0.05 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.2%
Value ($000) $2 Shares 117,861 Est. Cost $8.16 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2 Shares 15,041 Est. Cost $96.85 Unrealized -0.1%
RTX RTX CORPORATION 0.2%
Value ($000) $2 Shares 11,910 Est. Cost $111.08 Unrealized +12.3%
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $2 Shares 36,921 Est. Cost $0.04 Unrealized
PAVE GLOBAL X FDS 0.2%
Value ($000) $2 Shares 40,886 Est. Cost $7.82 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $1 Shares 15,144 Est. Cost $10.82 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 24,065 Est. Cost $62.68 Unrealized -11.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1 Shares 13,059 Est. Cost $55.15 Unrealized +82.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1 Shares 2,740 Est. Cost $489.25 Unrealized +2.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $1 Shares 4,299 Est. Cost $214.05 Unrealized +64.4%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $1 Shares 4,942 Est. Cost $216.18 Unrealized +13.5%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $1 Shares 9,672 Est. Cost $0.27 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1 Shares 18,622 Est. Cost $59.40 Unrealized +0.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 9,611 Est. Cost $71.82 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $1 Shares 12,147 Est. Cost $2.59 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 26,553 Est. Cost $19.77 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1 Shares 8,207 Est. Cost $117.67 Unrealized +10.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $1 Shares 18,826 Est. Cost $43.06 Unrealized +39.6%
FNY FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $1 Shares 15,333 Est. Cost $0.19 Unrealized
FXF INVESCO CURRENCYSHARES SWISS 0.1%
Value ($000) $1 Shares 11,286 Est. Cost $66.13 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $1 Shares 6,357 Est. Cost $144.77 Unrealized +26.6%
CMI CUMMINS INC 0.1%
Value ($000) $1 Shares 3,469 Est. Cost $206.38 Unrealized +67.7%
CME CME GROUP INC 0.1%
Value ($000) $1 Shares 4,074 Est. Cost $191.55 Unrealized +26.6%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $1 Shares 12,832 Est. Cost $86.44 Unrealized -6.7%
FLCH FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $1 Shares 49,268 Est. Cost $0.02 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1 Shares 3,371 Est. Cost $253.92 Unrealized +16.3%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1 Shares 12,540 Est. Cost $43.38 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1 Shares 12,168 Est. Cost $64.12 Unrealized +28.8%
AFL AFLAC INC 0.1%
Value ($000) $1 Shares 9,137 Est. Cost $98.96 Unrealized +5.2%
KO COCA COLA CO 0.1%
Value ($000) $1 Shares 14,083 Est. Cost $57.39 Unrealized +13.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $1 Shares 6,535 Est. Cost $107.47 Unrealized +33.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $1 Shares 4,982 Est. Cost $220.13 Unrealized -3.3%
EUFN ISHARES TR 0.1%
Value ($000) $1 Shares 34,949 Est. Cost $0.02 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 2,224 Est. Cost $400.33 Unrealized +12.0%
ABBV ABBVIE INC 0.1%
Value ($000) $1 Shares 4,722 Est. Cost $138.15 Unrealized +37.1%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $1 Shares 11,695 Est. Cost $78.34 Unrealized +2.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1 Shares 5,709 Est. Cost $144.45 Unrealized +13.5%
UNP UNION PAC CORP 0.1%
Value ($000) $1 Shares 4,109 Est. Cost $209.23 Unrealized +12.6%
PEP PEPSICO INC 0.1%
Value ($000) $1 Shares 6,458 Est. Cost $153.67 Unrealized -6.6%
BLK BLACKROCK INC 0.1%
Value ($000) $1 Shares 1,021 Est. Cost $989.11 Unrealized -2.8%
GLW CORNING INC 0.1%
Value ($000) $1 Shares 20,999 Est. Cost $40.88 Unrealized +18.8%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $1 Shares 18,894 Est. Cost $7.69 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1 Shares 6,197 Est. Cost $126.04 Unrealized +26.7%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1 Shares 5,266 Est. Cost $155.47 Unrealized +17.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1 Shares 25,560 Est. Cost $36.67 Unrealized -4.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1 Shares 3,755 Est. Cost $200.45 Unrealized +25.1%
EOG EOG RES INC 0.1%
Value ($000) $1 Shares 7,219 Est. Cost $110.13 Unrealized +13.6%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1 Shares 6,710 Est. Cost $128.52 Unrealized +0.7%
JNK SPDR SER TR 0.1%
Value ($000) $1 Shares 9,093 Est. Cost $0.41 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $1 Shares 28,608 Est. Cost $0.03 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1 Shares 9,179 Est. Cost $77.57 Unrealized +13.2%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $1 Shares 20,819 Est. Cost $0.79 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $1 Shares 6,517 Est. Cost $127.01 Unrealized -8.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1 Shares 8,647 Est. Cost $85.79 Unrealized +1.9%
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $1 Shares 23,139 Est. Cost $0.03 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1 Shares 4,670 Est. Cost $84.17 Unrealized +62.8%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1 Shares 2,618 Est. Cost $222.10 Unrealized +15.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $1 Shares 2,254 Est. Cost $236.35 Unrealized +23.9%
BBY BEST BUY INC 0.1%
Value ($000) $1 Shares 9,343 Est. Cost $84.00 Unrealized -6.8%
ABT ABBOTT LABS 0.1%
Value ($000) $1 Shares 5,165 Est. Cost $107.07 Unrealized +17.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1 Shares 14,818 Est. Cost $39.58 Unrealized +0.0%
PKG PACKAGING CORP AMER 0.1%
Value ($000) $1 Shares 3,393 Est. Cost $221.99 Unrealized -6.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $1 Shares 9,205 Est. Cost $42.96 Unrealized +71.5%
MS MORGAN STANLEY 0.1%
Value ($000) $1 Shares 5,531 Est. Cost $78.35 Unrealized +60.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1 Shares 6,561 Est. Cost $80.70 Unrealized +25.1%
HPQ HP INC 0.1%
Value ($000) $1 Shares 23,013 Est. Cost $29.40 Unrealized +3.3%
XOP SPDR SER TR 0.1%
Value ($000) $1 Shares 4,781 Est. Cost $54.09 Unrealized
CRH CRH PLC 0.1%
Value ($000) $1 Shares 6,682 Est. Cost $76.34 Unrealized +27.9%
SPIB SPDR SER TR 0.1%
Value ($000) $1 Shares 16,375 Est. Cost $0.08 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $0 Shares 5,732 Est. Cost $0.08 Unrealized
FLGB FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $0 Shares 15,757 Est. Cost $19.68 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $0 Shares 1,441 Est. Cost $261.27 Unrealized +5.7%
ICVT ISHARES TR 0.0%
Value ($000) $0 Shares 5,195 Est. Cost $38.26 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 6,066 Est. Cost $46.74 Unrealized +59.5%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 887 Est. Cost $369.72 Unrealized +24.8%
UNILEVER PLC 0.0%
Value ($000) $0 Shares 6,869 Est. Cost $0.05 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 6,722 Est. Cost $5.42 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 8,965 Est. Cost $38.77 Unrealized +12.5%
MMM 3M CO 0.0%
Value ($000) $0 Shares 2,312 Est. Cost $98.84 Unrealized +46.3%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $0 Shares 10,559 Est. Cost $32.38 Unrealized -8.7%
TOTALENERGIES SE 0.0%
Value ($000) $0 Shares 4,909 Est. Cost $0.06 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value ($000) $0 Shares 23,124 Est. Cost $0.01 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $0 Shares 4,187 Est. Cost $64.67 Unrealized +4.8%
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value ($000) $0 Shares 6,199 Est. Cost $46.26 Unrealized +5.1%
PSA PUBLIC STORAGE OPER CO 0.0%
Value ($000) $0 Shares 962 Est. Cost $266.05 Unrealized +8.1%
SNY SANOFI 0.0%
Value ($000) $0 Shares 5,091 Est. Cost $0.06 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $0 Shares 6,081 Est. Cost $39.32 Unrealized +12.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 1,095 Est. Cost $227.63 Unrealized -0.1%
FSZ FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 3,577 Est. Cost $0.08 Unrealized
FKU FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 5,994 Est. Cost $0.07 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 5,746 Est. Cost $32.09 Unrealized +33.0%
FCA FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 11,083 Est. Cost $0.09 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $0 Shares 1,087 Est. Cost $166.81 Unrealized +18.9%
NFTY FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 4,117 Est. Cost $3.76 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 5,454 Est. Cost $43.59 Unrealized -8.5%
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $0 Shares 14,739 Est. Cost $0.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 1,356 Est. Cost $0.23 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $0 Shares 1,523 Est. Cost $98.01 Unrealized +48.1%
FEUZ FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 4,689 Est. Cost $0.05 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 1,671 Est. Cost $99.63 Unrealized +19.7%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $0 Shares 7,582 Est. Cost $0.03 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 908 Est. Cost $184.60 Unrealized +3.6%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $79.74 Unrealized +41.6%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 428 Est. Cost $401.75 Unrealized -1.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $0 Shares 2,374 Est. Cost $64.30 Unrealized +24.8%
PCAR PACCAR INC 0.0%
Value ($000) $0 Shares 1,852 Est. Cost $92.23 Unrealized +11.6%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $0 Shares 13,078 Est. Cost $0.01 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 728 Est. Cost $226.10 Unrealized +12.2%
CSX CSX CORP 0.0%
Value ($000) $0 Shares 5,966 Est. Cost $32.68 Unrealized -4.2%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 2,330 Est. Cost $72.95 Unrealized -2.3%
EBAY EBAY INC. 0.0%
Value ($000) $0 Shares 2,515 Est. Cost $46.97 Unrealized +39.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 5,398 Est. Cost $33.27 Unrealized -14.8%
HSY HERSHEY CO 0.0%
Value ($000) $0 Shares 956 Est. Cost $194.99 Unrealized -18.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 2,590 Est. Cost $62.42 Unrealized -7.1%
WRB BERKLEY W R CORP 0.0%
Value ($000) $0 Shares 2,139 Est. Cost $53.88 Unrealized +10.8%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 1,371 Est. Cost $0.17 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 487 Est. Cost $339.02 Unrealized +3.1%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 3,063 Est. Cost $50.74 Unrealized -5.7%
G GENPACT LIMITED 0.0%
Value ($000) $0 Shares 2,953 Est. Cost $49.07 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $0 Shares 1,122 Est. Cost $0.11 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $0 Shares 1,320 Est. Cost $114.35 Unrealized +3.0%
MRK MERCK & CO INC 0.0%
Value ($000) $0 Shares 1,632 Est. Cost $97.59 Unrealized -7.6%
GSK GSK PLC 0.0%
Value ($000) $0 Shares 3,602 Est. Cost $0.18 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $0 Shares 2,080 Est. Cost $0.07 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $0 Shares 483 Est. Cost $238.74 Unrealized +2.7%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $0 Shares 910 Est. Cost $125.03 Unrealized +10.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $0 Shares 3,374 Est. Cost $30.05 Unrealized +35.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $0 Shares 1,174 Est. Cost $100.61 Unrealized +18.1%
PPG PPG INDS INC 0.0%
Value ($000) $0 Shares 1,160 Est. Cost $118.41 Unrealized -4.9%
JD JD.COM INC 0.0%
Value ($000) $0 Shares 3,037 Est. Cost $0.04 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.0%
Value ($000) $0 Shares 3,385 Est. Cost $36.13 Unrealized +14.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 8,190 Est. Cost $11.41 Unrealized +36.1%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $0 Shares 523 Est. Cost $182.11 Unrealized +16.4%
GFI GOLD FIELDS LTD 0.0%
Value ($000) $0 Shares 5,291 Est. Cost $0.02 Unrealized
HESS CORP 0.0%
Value ($000) $0 Shares 719 Est. Cost $0.15 Unrealized
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $0 Shares 3,974 Est. Cost $23.18 Unrealized +16.4%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $0 Shares 1,313 Est. Cost $73.06 Unrealized +8.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 4,423 Est. Cost $29.91 Unrealized -14.4%
CLS CELESTICA INC 0.0%
Value ($000) $0 Shares 1,431 Est. Cost $51.68 Unrealized +105.3%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $0 Shares 2,460 Est. Cost $45.64 Unrealized +8.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $0 Shares 1,315 Est. Cost $60.95 Unrealized +35.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 2,243 Est. Cost $57.84 Unrealized -19.1%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $0 Shares 682 Est. Cost $140.63 Unrealized +35.7%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $0 Shares 1,105 Est. Cost $81.88 Unrealized +12.7%
FN FABRINET 0.0%
Value ($000) $0 Shares 537 Est. Cost $232.83 Unrealized -6.3%
PSL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 931 Est. Cost $77.23 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $0 Shares 489 Est. Cost $206.50 Unrealized +5.6%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 585 Est. Cost $128.11 Unrealized +26.4%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 448 Est. Cost $212.07 Unrealized +0.4%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $0 Shares 533 Est. Cost $0.18 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $0 Shares 327 Est. Cost $266.47 Unrealized +0.1%
EG EVEREST GROUP LTD 0.0%
Value ($000) $0 Shares 240 Est. Cost $372.85 Unrealized -6.2%
LOGI LOGITECH INTL S A 0.0%
Value ($000) $0 Shares 1,013 Est. Cost $86.47 Unrealized +7.3%
MAS MASCO CORP 0.0%
Value ($000) $0 Shares 1,153 Est. Cost $74.05 Unrealized -0.6%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 650 Est. Cost $139.49 Unrealized -9.1%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $0 Shares 469 Est. Cost $172.99 Unrealized -1.4%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value ($000) $0 Shares 5,190 Est. Cost $0.01 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 1,906 Est. Cost $50.12 Unrealized -13.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 256 Est. Cost $280.93 Unrealized +30.6%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $0 Shares 777 Est. Cost $88.42 Unrealized 0.0%
EPP ISHARES INC 0.0%
Value ($000) $0 Shares 1,607 Est. Cost $26.92 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 613 Est. Cost $142.65 Unrealized -13.7%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $0 Shares 1,758 Est. Cost $36.88 Unrealized +1.5%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 1,199 Est. Cost $38.28 Unrealized +37.1%
NICE NICE LTD 0.0%
Value ($000) $0 Shares 441 Est. Cost $0.18 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $0 Shares 144 Est. Cost $446.47 Unrealized -0.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 1,764 Est. Cost $37.98 Unrealized -0.4%
AON AON PLC 0.0%
Value ($000) $0 Shares 168 Est. Cost $365.26 Unrealized +4.5%
PXI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 1,515 Est. Cost $0.65 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 781 Est. Cost $0.08 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $0 Shares 885 Est. Cost $0.07 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 518 Est. Cost $128.76 Unrealized -3.0%
NEM NEWMONT CORP 0.0%
Value ($000) $0 Shares 1,316 Est. Cost $43.29 Unrealized -0.1%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 1,667 Est. Cost $35.01 Unrealized -1.2%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 1,279 Est. Cost $67.08 Unrealized -19.2%
KR KROGER CO 0.0%
Value ($000) $0 Shares 904 Est. Cost $62.05 Unrealized +0.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 1,790 Est. Cost $33.02 Unrealized -2.6%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $0 Shares 258 Est. Cost $224.79 Unrealized +6.9%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 831 Est. Cost $40.12 Unrealized +85.9%
PNR PENTAIR PLC 0.0%
Value ($000) $0 Shares 658 Est. Cost $84.05 Unrealized +12.5%
KVUE KENVUE INC 0.0%
Value ($000) $0 Shares 2,347 Est. Cost $20.53 Unrealized +4.1%
IWR ISHARES TR 0.0%
Value ($000) $0 Shares 649 Est. Cost $61.41 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $0 Shares 165 Est. Cost $265.72 Unrealized +24.8%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $0 Shares 750 Est. Cost $0.10 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $0 Shares 933 Est. Cost $44.19 Unrealized +19.4%
CF CF INDS HLDGS INC 0.0%
Value ($000) $0 Shares 617 Est. Cost $74.85 Unrealized +9.8%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 1,809 Est. Cost $28.79 Unrealized -15.3%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $0 Shares 1,218 Est. Cost $42.56 Unrealized -11.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $0 Shares 726 Est. Cost $95.34 Unrealized -23.1%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $0 Shares 1,436 Est. Cost $33.94 Unrealized -6.6%
RS RELIANCE INC 0.0%
Value ($000) $0 Shares 153 Est. Cost $286.89 Unrealized -0.3%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $0 Shares 1,304 Est. Cost $34.03 Unrealized -3.7%
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $0 Shares 439 Est. Cost $124.93 Unrealized -13.5%
BG BUNGE GLOBAL SA 0.0%
Value ($000) $0 Shares 555 Est. Cost $98.09 Unrealized -25.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 959 Est. Cost $35.04 Unrealized +18.1%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $0 Shares 234 Est. Cost $182.53 Unrealized -1.2%
RL RALPH LAUREN CORP 0.0%
Value ($000) $0 Shares 162 Est. Cost $169.55 Unrealized +44.4%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $0 Shares 379 Est. Cost $77.03 Unrealized +20.4%
CWB SPDR SER TR 0.0%
Value ($000) $0 Shares 415 Est. Cost $0.10 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 66 Est. Cost $256.05 Unrealized +102.6%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 143 Est. Cost $106.36 Unrealized +105.8%
WMT WALMART INC 0.0%
Value ($000) $0 Shares 331 Est. Cost $43.34 Unrealized +114.5%
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 203 Est. Cost $0.13 Unrealized
EXE EXPAND ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 243 Est. Cost $73.28 Unrealized +37.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $530.41 Unrealized +5.1%
INTU INTUIT 0.0%
Value ($000) $0 Shares 41 Est. Cost $554.66 Unrealized +7.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $0 Shares 46 Est. Cost $442.18 Unrealized +9.9%
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $0 Shares 1,696 Est. Cost $14.69 Unrealized -2.5%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 2,669 Est. Cost $10.81 Unrealized -7.3%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $0 Shares 154 Est. Cost $159.33 Unrealized +0.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 60 Est. Cost $257.21 Unrealized +46.6%
OVV OVINTIV INC 0.0%
Value ($000) $0 Shares 492 Est. Cost $43.23 Unrealized -1.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 58 Est. Cost $308.94 Unrealized +12.7%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $0 Shares 90 Est. Cost $220.36 Unrealized -4.9%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 102 Est. Cost $174.96 Unrealized -6.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $0 Shares 87 Est. Cost $164.82 Unrealized +19.1%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $0 Shares 65 Est. Cost $193.29 Unrealized +6.8%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 55 Est. Cost $214.28 Unrealized +8.2%
SUB ISHARES TR 0.0%
Value ($000) $0 Shares 115 Est. Cost $0.10 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $275.44 Unrealized -0.4%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 86 Est. Cost $95.81 Unrealized
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 264 Est. Cost $34.38 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $155.34 Unrealized +21.4%
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $0 Shares 78 Est. Cost $19.06 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 142 Est. Cost $0.12 Unrealized
SGLC RBB FD INC 0.0%
Value ($000) $0 Shares 271 Est. Cost $0.03 Unrealized
DYTA RBB FD INC 0.0%
Value ($000) $0 Shares 269 Est. Cost $0.03 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $470.02 Unrealized -8.8%
MUB ISHARES TR 0.0%
Value ($000) $0 Shares 67 Est. Cost $0.11 Unrealized
PSK SPDR SER TR 0.0%
Value ($000) $0 Shares 198 Est. Cost $0.10 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $0 Shares 92 Est. Cost $56.61 Unrealized
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $0 Shares 56 Est. Cost $201.83 Unrealized -16.6%
AMGN AMGEN INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $313.17 Unrealized -8.3%
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 81 Est. Cost $123.56 Unrealized -34.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $0 Shares 69 Est. Cost $82.22 Unrealized -1.9%
RBA RB GLOBAL INC 0.0%
Value ($000) $0 Shares 53 Est. Cost $95.41 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $0 Shares 250 Est. Cost $22.11 Unrealized +1.3%
WIP SPDR SER TR 0.0%
Value ($000) $0 Shares 145 Est. Cost $0.35 Unrealized
CDW CDW CORP 0.0%
Value ($000) $0 Shares 34 Est. Cost $179.25 Unrealized 0.0%
FTXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 152 Est. Cost $25.34 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 14 Est. Cost $250.63 Unrealized +18.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 67 Est. Cost $68.25 Unrealized -16.7%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 40 Est. Cost $141.02 Unrealized -14.8%
MTB M & T BK CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $142.64 Unrealized +29.4%
PFE PFIZER INC 0.0%
Value ($000) $0 Shares 179 Est. Cost $40.95 Unrealized -39.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 26 Est. Cost $205.62 Unrealized -12.2%
CNH CNH INDL N V 0.0%
Value ($000) $0 Shares 357 Est. Cost $12.31 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 152 Est. Cost $35.93 Unrealized -39.1%
FTXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 42 Est. Cost $0.08 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $0 Shares 26 Est. Cost $165.31 Unrealized 0.0%
EBND SPDR SER TR 0.0%
Value ($000) $0 Shares 167 Est. Cost $0.08 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $0 Shares 65 Est. Cost $49.93 Unrealized
FTXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 118 Est. Cost $26.32 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $0 Shares 102 Est. Cost $28.85 Unrealized
IBND SPDR SER TR 0.0%
Value ($000) $0 Shares 135 Est. Cost $0.13 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 30 Est. Cost $150.93 Unrealized -25.4%
MANAGED PORTFOLIO SERIES 0.0%
Value ($000) $0 Shares 75 Est. Cost $20.65 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $239.58 Unrealized +39.1%
FTXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 71 Est. Cost $23.36 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 17 Est. Cost $95.09 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $448.71 Unrealized +4.7%
EELV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 102 Est. Cost $0.03 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 42 Est. Cost $33.74 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 25 Est. Cost $64.45 Unrealized +30.5%
ISTB ISHARES TR 0.0%
Value ($000) $0 Shares 53 Est. Cost $47.47 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $0 Shares 23 Est. Cost $80.54 Unrealized
IDLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 80 Est. Cost $0.04 Unrealized
DOW DOW INC 0.0%
Value ($000) $0 Shares 58 Est. Cost $46.68 Unrealized -23.0%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 Shares 43 Est. Cost $50.92 Unrealized +9.4%
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $201.49 Unrealized +13.4%
USMV ISHARES TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $35.09 Unrealized
EPOL ISHARES TR 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 6 Est. Cost $148.96 Unrealized +46.6%
FYT FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $0 Shares 31 Est. Cost $44.18 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $0 Shares 26 Est. Cost $13.23 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $125.65 Unrealized +76.6%
FTXG FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 75 Est. Cost $11.36 Unrealized
SPLB SPDR SER TR 0.0%
Value ($000) $0 Shares 81 Est. Cost $0.05 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 17 Est. Cost $0.13 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 32 Est. Cost $56.28 Unrealized
GINX RBB FD INC 0.0%
Value ($000) $0 Shares 49 Est. Cost $0.04 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 113 Est. Cost $14.79 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $0 Shares 18 Est. Cost $111.11 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 24 Est. Cost $59.41 Unrealized
FLN FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 82 Est. Cost $1.73 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $0 Shares 40 Est. Cost $36.15 Unrealized -14.1%
KELLANOVA 0.0%
Value ($000) $0 Shares 13 Est. Cost $58.71 Unrealized +36.3%
STIP ISHARES TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $200.00 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.26 Unrealized
BBCA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 25 Est. Cost $30.78 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $62.10 Unrealized +102.7%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $0 Shares 21 Est. Cost $87.11 Unrealized +3.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 12 Est. Cost $90.33 Unrealized +22.4%
EWT ISHARES INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $68.80 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $0 Shares 26 Est. Cost $58.09 Unrealized
T AT&T INC 0.0%
Value ($000) $0 Shares 64 Est. Cost $15.22 Unrealized +60.0%
SHM SPDR SER TR 0.0%
Value ($000) $0 Shares 32 Est. Cost $36.20 Unrealized
EWO ISHARES INC 0.0%
Value ($000) $0 Shares 55 Est. Cost $18.18 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $77.20 Unrealized -24.9%
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $90.91 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
SMMV ISHARES TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $15.63 Unrealized
EWU ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1000.00 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $166.67 Unrealized
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.33 Unrealized +2.1%
IEFA ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.07 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 26 Est. Cost $0.04 Unrealized
DJP BARCLAYS BANK PLC 0.0%
Value ($000) $0 Shares 23 Est. Cost $34.02 Unrealized
ENZL ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $93.29 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $2.45 Unrealized
TLH ISHARES TR 0.0%
Value ($000) $0 Shares 6 Est. Cost $0.11 Unrealized
IGIB ISHARES TR 0.0%
Value ($000) $0 Shares 8 Est. Cost $45.59 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.20 Unrealized
BLUEPRINT MEDICINES CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.17 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $142.32 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
IDU ISHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.86 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.25 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $0.14 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $94.44 Unrealized +4.9%
IWP ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $44.09 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $500.00 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $80.65 Unrealized +68.5%
CCI CROWN CASTLE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $150.18 Unrealized -40.7%
CE CELANESE CORP DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.46 Unrealized -53.0%
EWG ISHARES INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $26.67 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $105.26 Unrealized
EWZ ISHARES INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $77.21 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $0.09 Unrealized
IONQ IONQ INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.40 Unrealized 0.0%
IFLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 23 Est. Cost $18.40 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.15 Unrealized +30.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $0 Shares 3 Est. Cost $126.58 Unrealized +16.9%
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
FXY INVESCO CURRENCYSHARES JAPAN 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $207.42 Unrealized -0.7%
FXE INVESCO CURRENCYSHARES EURO 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value ($000) $0 Shares 9 Est. Cost $111.11 Unrealized
LVHD LEGG MASON ETF INVT 0.0%
Value ($000) $0 Shares 3 Est. Cost $333.33 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.01 Unrealized -8.6%
IDXX IDEXX LABS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $407.78 Unrealized +6.5%
ICLR ICON PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $314.27 Unrealized -38.3%
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $256.00 Unrealized -27.4%
LKQ LKQ CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $50.44 Unrealized -23.9%
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $74.02 Unrealized -10.5%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.61 Unrealized -24.9%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $223.88 Unrealized +55.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 7 Est. Cost $14.46 Unrealized +34.2%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 7 Est. Cost $69.92 Unrealized -1.6%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.11 Unrealized -8.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $260.22 Unrealized -20.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $152.35 Unrealized +46.6%
GIGB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
GSST GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 8 Est. Cost $0.05 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $0 Shares 1 Est. Cost $333.93 Unrealized +62.3%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $87.09 Unrealized -12.3%
GDDY GODADDY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.19 Unrealized +147.5%
MCK MCKESSON CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $326.35 Unrealized +88.7%
SIL GLOBAL X FDS 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.75 Unrealized -5.7%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.59 Unrealized -52.3%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $68.31 Unrealized +48.4%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $0.09 Unrealized
FMC FMC CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $105.07 Unrealized -59.8%
MOS MOSAIC CO NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.31 Unrealized -2.3%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $214.31 Unrealized +106.0%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $65.36 Unrealized +65.7%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $106.43 Unrealized -32.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $223.19 Unrealized +7.2%
FGD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 24 Est. Cost $0.03 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 2 Est. Cost $79.01 Unrealized
NVR NVR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $4832.98 Unrealized +57.4%
FGM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 11 Est. Cost $47.62 Unrealized
FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 30 Est. Cost $0.01 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.47 Unrealized +129.3%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 8 Est. Cost $90.53 Unrealized -18.7%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.51 Unrealized -48.8%
FREL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 4 Est. Cost $250.00 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $24.30 Unrealized +51.6%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $397.79 Unrealized +13.2%
PARAMOUNT GLOBAL 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.29 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $101.64 Unrealized +77.9%
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.19 Unrealized -1.7%
EQIX EQUINIX INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $643.06 Unrealized +36.9%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $121.22 Unrealized +10.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $69.09 Unrealized -23.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $157.67 Unrealized -54.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $219.56 Unrealized -66.1%
HYS PIMCO ETF TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.64 Unrealized +11.5%
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.84 Unrealized +0.4%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost $25.30 Unrealized +30.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.17 Unrealized -6.1%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $117.42 Unrealized +33.8%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 7 Est. Cost $33.41 Unrealized +75.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $225.95 Unrealized -4.0%
VFC V F CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $46.76 Unrealized -52.6%
HYD VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost $141.27 Unrealized +154.1%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $49.72 Unrealized +8.5%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $0 Shares 9 Est. Cost $71.57 Unrealized -18.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $136.68 Unrealized +77.8%
TRI THOMSON REUTERS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.38 Unrealized +36.1%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $419.70 Unrealized +17.9%
TEL TE CONNECTIVITY PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $146.90 Unrealized -0.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.29 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $0 Shares 1 Est. Cost $122.87 Unrealized +62.6%
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 3 Est. Cost $0.33 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 9 Est. Cost $64.65 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 4 Est. Cost $160.04 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.56 Unrealized -19.7%
EMTL SSGA ACTIVE TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $500.00 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $0 Shares 11 Est. Cost $90.91 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 5 Est. Cost $200.00 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 1 Est. Cost $153.85 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.75 Unrealized +34.7%
KBE SPDR SER TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $36.15 Unrealized
SPIP SPDR SER TR 0.0%
Value ($000) $0 Shares 25 Est. Cost $27.59 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.77 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $0 Shares 25 Est. Cost $27.01 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $207.83 Unrealized
CEW WISDOMTREE TR 0.0%
Value ($000) $0 Shares 21 Est. Cost $47.62 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $0.01 Unrealized
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $60.70 Unrealized +22.7%
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.93 Unrealized +8.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $0 Shares 1 Est. Cost $318.77 Unrealized +7.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $115.74 Unrealized -8.5%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $0 Shares 8 Est. Cost $56.83 Unrealized -5.2%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $120.45 Unrealized -13.4%
AOS SMITH A O CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.62 Unrealized -17.6%
SLM SLM CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.31 Unrealized +69.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $94.20 Unrealized +77.1%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $500.25 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 23 Est. Cost $26.78 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $151.94 Unrealized -26.8%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.50 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $263.17 Unrealized +14.1%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $5.41 Unrealized -14.7%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 21 Est. Cost $3.20 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $235.95 Unrealized -16.8%
ALLE ALLEGION PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $130.49 Unrealized -1.5%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $54.38 Unrealized +9.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $346.15 Unrealized +46.6%
ALLY ALLY FINL INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.75 Unrealized +33.1%
GOOG ALPHABET INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $110.86 Unrealized +64.6%
ROST ROSS STORES INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $86.91 Unrealized +59.3%
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $11.09 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $245.13 Unrealized +19.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $222.20 Unrealized -14.7%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $137.26 Unrealized -6.0%
AME AMETEK INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $165.34 Unrealized +9.2%
USDX RBB FD INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.10 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.04 Unrealized +34.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $147.78 Unrealized +11.7%
KEY KEYCORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $15.69 Unrealized +3.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost $52.56 Unrealized +55.2%