Institute for Wealth Management, LLC. Diversified Active

CIK: 0001533954 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 2, 2023

Total Value ($000): $475,695 (98.5% shares, 1.5% debt)

Holdings (452)

AAPL APPLE INC 3.6%
Value ($000) $16,905 Shares 130,107 Est. Cost $89.37 Unrealized +57.4%
NVDA NVIDIA CORPORATION 2.6%
Value ($000) $12,507 Shares 85,584 Est. Cost $17.37 Unrealized -15.7%
MSFT MICROSOFT CORP 2.5%
Value ($000) $12,113 Shares 50,510 Est. Cost $107.38 Unrealized +118.0%
SBUX STARBUCKS CORP 1.6%
Value ($000) $7,827 Shares 78,899 Est. Cost $59.71 Unrealized +46.6%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $7,363 Shares 19,252 Est. Cost $337.37 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $7,014 Shares 83,505 Est. Cost $123.83 Unrealized -20.2%
ADBE ADOBE SYSTEMS INCORPORATED 1.4%
Value ($000) $6,549 Shares 19,460 Est. Cost $154.74 Unrealized +106.7%
QQQ INVESCO QQQ TR 1.3%
Value ($000) $6,249 Shares 23,466 Est. Cost $273.50 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $4,855 Shares 55,027 Est. Cost $107.45 Unrealized -12.2%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $4,813 Shares 29,132 Est. Cost $86.98 Unrealized +74.6%
XLI SELECT SECTOR SPDR TR 0.9%
Value ($000) $4,181 Shares 42,569 Est. Cost $78.11 Unrealized
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $4,005 Shares 8,772 Est. Cost $152.64 Unrealized +207.1%
USMV ISHARES TR 0.8%
Value ($000) $3,869 Shares 53,665 Est. Cost $68.26 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $3,780 Shares 53,209 Est. Cost $48.47 Unrealized
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,753 Shares 67,553 Est. Cost $77.61 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $3,736 Shares 49,620 Est. Cost $45.15 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $3,725 Shares 42,872 Est. Cost $111.42 Unrealized -16.1%
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $3,688 Shares 10,741 Est. Cost $206.10 Unrealized +56.0%
XLF SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,676 Shares 107,479 Est. Cost $27.90 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $3,675 Shares 10,567 Est. Cost $231.89 Unrealized +39.5%
ABBV ABBVIE INC 0.8%
Value ($000) $3,628 Shares 22,452 Est. Cost $60.46 Unrealized +127.0%
AMGN AMGEN INC 0.7%
Value ($000) $3,536 Shares 13,464 Est. Cost $141.04 Unrealized +72.1%
AXON AXON ENTERPRISE INC 0.7%
Value ($000) $3,483 Shares 20,988 Est. Cost $25.21 Unrealized +527.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $3,406 Shares 11,025 Est. Cost $234.29 Unrealized +26.8%
ESGU ISHARES TR 0.7%
Value ($000) $3,274 Shares 38,636 Est. Cost $83.33 Unrealized
QUAL ISHARES TR 0.7%
Value ($000) $3,202 Shares 28,094 Est. Cost $98.99 Unrealized
LAM RESEARCH CORP 0.7%
Value ($000) $3,172 Shares 7,546 Est. Cost $188.29 Unrealized
SPYX SPDR SER TR 0.7%
Value ($000) $3,167 Shares 33,924 Est. Cost $90.90 Unrealized
BA BOEING CO 0.7%
Value ($000) $3,129 Shares 16,425 Est. Cost $189.68 Unrealized -13.8%
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $3,126 Shares 14,666 Est. Cost $170.71 Unrealized
URI UNITED RENTALS INC 0.6%
Value ($000) $2,944 Shares 8,284 Est. Cost $125.85 Unrealized +152.9%
V VISA INC 0.6%
Value ($000) $2,919 Shares 14,051 Est. Cost $117.83 Unrealized +67.2%
TSLA TESLA INC 0.6%
Value ($000) $2,918 Shares 23,689 Est. Cost $218.34 Unrealized -13.3%
FTNT FORTINET INC 0.6%
Value ($000) $2,860 Shares 58,492 Est. Cost $51.76 Unrealized +0.7%
PYPL PAYPAL HLDGS INC 0.6%
Value ($000) $2,724 Shares 38,251 Est. Cost $56.48 Unrealized +41.4%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,709 Shares 21,770 Est. Cost $63.33 Unrealized
QLD PROSHARES TR 0.5%
Value ($000) $2,616 Shares 74,645 Est. Cost $81.37 Unrealized
BAC BANK AMERICA CORP 0.5%
Value ($000) $2,565 Shares 77,451 Est. Cost $20.92 Unrealized +51.6%
META META PLATFORMS INC 0.5%
Value ($000) $2,551 Shares 21,197 Est. Cost $162.47 Unrealized -28.2%
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,550 Shares 44,094 Est. Cost $62.18 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $2,530 Shares 6,914 Est. Cost $117.89 Unrealized +193.3%
BMVP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,502 Shares 24,071 Est. Cost $88.01 Unrealized
MTN VAIL RESORTS INC 0.5%
Value ($000) $2,333 Shares 9,790 Est. Cost $251.30 Unrealized -6.6%
PWB INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,304 Shares 38,574 Est. Cost $41.46 Unrealized
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,297 Shares 13,216 Est. Cost $97.45 Unrealized +51.9%
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value ($000) $2,278 Shares 30,043 Est. Cost $40.85 Unrealized +65.7%
CSX CSX CORP 0.5%
Value ($000) $2,272 Shares 73,325 Est. Cost $27.64 Unrealized +4.0%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,236 Shares 25,562 Est. Cost $55.26 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,213 Shares 30,760 Est. Cost $45.78 Unrealized +42.5%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2,204 Shares 16,436 Est. Cost $96.42 Unrealized +22.0%
SHV ISHARES TR 0.5%
Value ($000) $2,170 Shares 19,738 Est. Cost $110.68 Unrealized
NKE NIKE INC 0.5%
Value ($000) $2,154 Shares 18,406 Est. Cost $81.45 Unrealized +17.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $2,091 Shares 32,289 Est. Cost $89.21 Unrealized -26.0%
PRF INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,080 Shares 13,405 Est. Cost $101.59 Unrealized
CANADIAN PAC RY LTD 0.4%
Value ($000) $2,076 Shares 27,833 Est. Cost $71.93 Unrealized
DE DEERE & CO 0.4%
Value ($000) $2,075 Shares 4,840 Est. Cost $191.42 Unrealized +103.1%
IWV ISHARES TR 0.4%
Value ($000) $2,066 Shares 9,363 Est. Cost $199.63 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $2,023 Shares 20,774 Est. Cost $41.98 Unrealized +122.2%
LOW LOWES COS INC 0.4%
Value ($000) $1,981 Shares 9,943 Est. Cost $97.66 Unrealized +92.7%
FDX FEDEX CORP 0.4%
Value ($000) $1,973 Shares 11,394 Est. Cost $161.06 Unrealized -3.8%
IEV ISHARES TR 0.4%
Value ($000) $1,954 Shares 43,146 Est. Cost $45.61 Unrealized
IWO ISHARES TR 0.4%
Value ($000) $1,943 Shares 9,059 Est. Cost $208.21 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $1,914 Shares 50,495 Est. Cost $45.77 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,887 Shares 5,973 Est. Cost $173.30 Unrealized +62.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,875 Shares 4 Est. Cost $310901.97 Unrealized +44.3%
SSO PROSHARES TR 0.4%
Value ($000) $1,835 Shares 41,276 Est. Cost $77.82 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,787 Shares 10,113 Est. Cost $118.00 Unrealized +33.1%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,760 Shares 3,319 Est. Cost $280.95 Unrealized +78.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,722 Shares 17,067 Est. Cost $54.61 Unrealized +60.5%
XLG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,686 Shares 6,108 Est. Cost $183.50 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,679 Shares 18,926 Est. Cost $108.55 Unrealized -12.7%
IWM ISHARES TR 0.3%
Value ($000) $1,651 Shares 9,469 Est. Cost $184.99 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,650 Shares 32,197 Est. Cost $29.06 Unrealized +38.3%
CME CME GROUP INC 0.3%
Value ($000) $1,636 Shares 9,726 Est. Cost $146.88 Unrealized +2.8%
EOG EOG RES INC 0.3%
Value ($000) $1,603 Shares 12,378 Est. Cost $63.99 Unrealized +84.1%
SMH VANECK ETF TRUST 0.3%
Value ($000) $1,595 Shares 7,857 Est. Cost $157.40 Unrealized
DSI ISHARES TR 0.3%
Value ($000) $1,583 Shares 22,048 Est. Cost $88.54 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,569 Shares 9,000 Est. Cost $184.99 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $1,554 Shares 26,560 Est. Cost $97.90 Unrealized
IHI ISHARES TR 0.3%
Value ($000) $1,551 Shares 29,498 Est. Cost $88.05 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,540 Shares 14,009 Est. Cost $46.14 Unrealized +135.9%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $1,511 Shares 2,946 Est. Cost $250.35 Unrealized +93.5%
PFM INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,487 Shares 40,725 Est. Cost $24.70 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,484 Shares 18,161 Est. Cost $43.22 Unrealized +69.4%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $1,472 Shares 19,054 Est. Cost $81.35 Unrealized -3.9%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,465 Shares 9,339 Est. Cost $82.04 Unrealized +86.7%
MS MORGAN STANLEY 0.3%
Value ($000) $1,457 Shares 17,143 Est. Cost $42.62 Unrealized +80.2%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,455 Shares 9,847 Est. Cost $78.74 Unrealized +80.8%
IVV ISHARES TR 0.3%
Value ($000) $1,433 Shares 3,729 Est. Cost $298.14 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,430 Shares 12,282 Est. Cost $44.51 Unrealized +139.1%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,424 Shares 2,927 Est. Cost $282.21 Unrealized +51.1%
AVGO BROADCOM INC 0.3%
Value ($000) $1,409 Shares 2,520 Est. Cost $25.36 Unrealized +87.7%
XYZ BLOCK INC 0.3%
Value ($000) $1,391 Shares 22,136 Est. Cost $97.01 Unrealized -36.4%
CI CIGNA CORP NEW 0.3%
Value ($000) $1,360 Shares 4,105 Est. Cost $167.01 Unrealized +78.9%
PBE INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,344 Shares 21,161 Est. Cost $47.20 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,334 Shares 30,315 Est. Cost $28.29 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,331 Shares 5,000 Est. Cost $273.50 Unrealized
BX BLACKSTONE INC 0.3%
Value ($000) $1,308 Shares 17,629 Est. Cost $42.78 Unrealized +83.8%
EFAX SPDR INDEX SHS FDS 0.3%
Value ($000) $1,296 Shares 19,052 Est. Cost $72.87 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,282 Shares 17,850 Est. Cost $81.41 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,274 Shares 4,319 Est. Cost $32.23 Unrealized -13.0%
MVV PROSHARES TR 0.3%
Value ($000) $1,271 Shares 26,658 Est. Cost $63.36 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,269 Shares 5,921 Est. Cost $128.01 Unrealized +39.6%
CRM SALESFORCE INC 0.3%
Value ($000) $1,246 Shares 9,395 Est. Cost $161.76 Unrealized -10.9%
DIA SPDR DOW JONES INDL AVERAGE 0.3%
Value ($000) $1,243 Shares 3,752 Est. Cost $306.53 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $1,239 Shares 5,172 Est. Cost $118.53 Unrealized +74.3%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,238 Shares 29,491 Est. Cost $39.04 Unrealized
GM GENERAL MTRS CO 0.3%
Value ($000) $1,233 Shares 36,639 Est. Cost $36.22 Unrealized -1.3%
IWM ISHARES TR 0.3%
Value ($000) $1,221 Shares 7,000 Est. Cost $184.99 Unrealized
BBH VANECK ETF TRUST 0.3%
Value ($000) $1,218 Shares 7,626 Est. Cost $131.99 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,160 Shares 6,185 Est. Cost $115.50 Unrealized +46.6%
UNP UNION PAC CORP 0.2%
Value ($000) $1,154 Shares 5,574 Est. Cost $156.10 Unrealized +21.8%
ETN EATON CORP PLC 0.2%
Value ($000) $1,148 Shares 7,316 Est. Cost $71.13 Unrealized +106.6%
ABT ABBOTT LABS 0.2%
Value ($000) $1,137 Shares 10,354 Est. Cost $80.99 Unrealized +20.5%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,129 Shares 8,091 Est. Cost $70.77 Unrealized +13.5%
IT GARTNER INC 0.2%
Value ($000) $1,115 Shares 3,317 Est. Cost $158.68 Unrealized +103.4%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,114 Shares 7,429 Est. Cost $61.65 Unrealized +171.4%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,112 Shares 31,809 Est. Cost $34.58 Unrealized -13.1%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $1,095 Shares 3,429 Est. Cost $266.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,089 Shares 27,931 Est. Cost $42.67 Unrealized
XHB SPDR SER TR 0.2%
Value ($000) $1,070 Shares 17,740 Est. Cost $41.69 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,065 Shares 4,000 Est. Cost $273.50 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $1,060 Shares 2,730 Est. Cost $53.98 Unrealized +44.8%
HESS CORP 0.2%
Value ($000) $1,055 Shares 7,441 Est. Cost $43.19 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,054 Shares 13,414 Est. Cost $66.89 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,047 Shares 3,625 Est. Cost $175.02 Unrealized +74.1%
H HYATT HOTELS CORP 0.2%
Value ($000) $1,045 Shares 11,557 Est. Cost $69.61 Unrealized +30.3%
EWJ ISHARES INC 0.2%
Value ($000) $1,045 Shares 19,187 Est. Cost $61.54 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,027 Shares 6,470 Est. Cost $141.30 Unrealized
VMWARE INC 0.2%
Value ($000) $1,025 Shares 8,350 Est. Cost $115.88 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,015 Shares 3,853 Est. Cost $163.56 Unrealized +49.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,011 Shares 6,670 Est. Cost $83.57 Unrealized +55.3%
PARAMOUNT GLOBAL 0.2%
Value ($000) $1,010 Shares 40,786 Est. Cost $41.04 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,009 Shares 21,391 Est. Cost $31.10 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $1,003 Shares 25,142 Est. Cost $35.07 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $989 Shares 15,646 Est. Cost $48.21 Unrealized +12.4%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $987 Shares 11,779 Est. Cost $60.98 Unrealized -20.7%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $979 Shares 4,126 Est. Cost $235.70 Unrealized -4.6%
MRK MERCK & CO INC 0.2%
Value ($000) $970 Shares 8,740 Est. Cost $53.36 Unrealized +73.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $966 Shares 20,275 Est. Cost $37.98 Unrealized +9.2%
CSD INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $959 Shares 18,310 Est. Cost $42.37 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $956 Shares 2,500 Est. Cost $337.37 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $954 Shares 2,530 Est. Cost $244.35 Unrealized +38.3%
NULG NUSHARES ETF TR 0.2%
Value ($000) $933 Shares 19,084 Est. Cost $62.79 Unrealized
CENTRAL SECS CORP 0.2%
Value ($000) $926 Shares 27,743 Est. Cost $28.65 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $926 Shares 11,222 Est. Cost $89.19 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $924 Shares 55,279 Est. Cost $14.16 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $922 Shares 7,811 Est. Cost $38.64 Unrealized +183.1%
UWM PROSHARES TR 0.2%
Value ($000) $915 Shares 29,389 Est. Cost $76.19 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $911 Shares 12,053 Est. Cost $68.45 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $908 Shares 9,134 Est. Cost $64.26 Unrealized +34.9%
DHR DANAHER CORPORATION 0.2%
Value ($000) $887 Shares 3,342 Est. Cost $126.39 Unrealized +80.5%
WMT WALMART INC 0.2%
Value ($000) $884 Shares 6,232 Est. Cost $35.93 Unrealized +27.1%
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $878 Shares 13,641 Est. Cost $68.75 Unrealized
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $874 Shares 7,206 Est. Cost $70.29 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $862 Shares 4,802 Est. Cost $88.21 Unrealized +73.7%
AIVL WISDOMTREE TR 0.2%
Value ($000) $858 Shares 9,346 Est. Cost $77.02 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $843 Shares 5,555 Est. Cost $114.46 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.2%
Value ($000) $843 Shares 4,597 Est. Cost $189.47 Unrealized -17.2%
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $838 Shares 3,825 Est. Cost $228.06 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $832 Shares 9,931 Est. Cost $84.36 Unrealized
JOET VIRTUS ETF TR II 0.2%
Value ($000) $824 Shares 30,832 Est. Cost $26.72 Unrealized
XBI SPDR SER TR 0.2%
Value ($000) $822 Shares 9,900 Est. Cost $84.35 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $813 Shares 7,371 Est. Cost $57.07 Unrealized +68.7%
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $810 Shares 3,264 Est. Cost $188.95 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $806 Shares 5,416 Est. Cost $110.95 Unrealized +34.5%
LEN LENNAR CORP 0.2%
Value ($000) $802 Shares 8,867 Est. Cost $41.59 Unrealized +86.4%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $792 Shares 14,291 Est. Cost $54.90 Unrealized
RVTY PERKINELMER INC 0.2%
Value ($000) $792 Shares 5,646 Est. Cost $87.99 Unrealized +51.7%
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $784 Shares 16,533 Est. Cost $53.91 Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $779 Shares 3,162 Est. Cost $127.81 Unrealized +82.4%
PSX PHILLIPS 66 0.2%
Value ($000) $777 Shares 7,467 Est. Cost $70.81 Unrealized +29.0%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $773 Shares 10,278 Est. Cost $80.82 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $768 Shares 11,197 Est. Cost $27.67 Unrealized -9.7%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $768 Shares 19,497 Est. Cost $35.40 Unrealized -13.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $765 Shares 2,000 Est. Cost $337.37 Unrealized
VET VERMILION ENERGY INC 0.2%
Value ($000) $758 Shares 42,850 Est. Cost $7.32 Unrealized +177.5%
C CITIGROUP INC 0.2%
Value ($000) $758 Shares 16,759 Est. Cost $50.00 Unrealized -18.9%
KRE SPDR SER TR 0.2%
Value ($000) $757 Shares 12,883 Est. Cost $57.06 Unrealized
AGGY WISDOMTREE TR 0.2%
Value ($000) $755 Shares 17,713 Est. Cost $44.47 Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $754 Shares 9,144 Est. Cost $93.97 Unrealized -24.3%
DTD WISDOMTREE TR 0.2%
Value ($000) $749 Shares 12,356 Est. Cost $75.92 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $744 Shares 2,117 Est. Cost $380.78 Unrealized
T AT&T INC 0.2%
Value ($000) $743 Shares 40,369 Est. Cost $15.63 Unrealized -3.3%
EBAY EBAY INC. 0.2%
Value ($000) $741 Shares 17,871 Est. Cost $31.22 Unrealized +24.8%
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $741 Shares 14,980 Est. Cost $50.05 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $738 Shares 63,458 Est. Cost $6.60 Unrealized +52.5%
IRDM IRIDIUM COMMUNICATIONS INC 0.2%
Value ($000) $736 Shares 14,312 Est. Cost $25.21 Unrealized +99.1%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $734 Shares 364 Est. Cost $1787.58 Unrealized +4.5%
NUE NUCOR CORP 0.2%
Value ($000) $732 Shares 5,557 Est. Cost $90.47 Unrealized +43.3%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $728 Shares 1,009 Est. Cost $389.65 Unrealized +88.3%
PRFZ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $726 Shares 4,586 Est. Cost $113.71 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $723 Shares 2,726 Est. Cost $293.60 Unrealized -17.0%
ESGE ISHARES INC 0.1%
Value ($000) $712 Shares 23,686 Est. Cost $38.45 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $712 Shares 17,706 Est. Cost $24.65 Unrealized +50.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $709 Shares 7,604 Est. Cost $53.73 Unrealized +59.9%
FISV FISERV INC 0.1%
Value ($000) $708 Shares 7,002 Est. Cost $109.77 Unrealized -9.3%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $701 Shares 14,886 Est. Cost $33.11 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.1%
Value ($000) $690 Shares 12,557 Est. Cost $57.91 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $682 Shares 1,701 Est. Cost $301.84 Unrealized +36.8%
EZM WISDOMTREE TR 0.1%
Value ($000) $666 Shares 13,698 Est. Cost $40.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $664 Shares 1,500 Est. Cost $358.12 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $657 Shares 3,786 Est. Cost $84.06 Unrealized +89.3%
NULV NUSHARES ETF TR 0.1%
Value ($000) $653 Shares 19,066 Est. Cost $37.99 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $651 Shares 3,602 Est. Cost $97.46 Unrealized +65.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $650 Shares 7,569 Est. Cost $53.07 Unrealized +33.4%
MSCI MSCI INC 0.1%
Value ($000) $648 Shares 1,394 Est. Cost $418.30 Unrealized +7.3%
TCW STRATEGIC INCOME FD INC 0.1%
Value ($000) $647 Shares 140,038 Est. Cost $5.50 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $642 Shares 4,542 Est. Cost $99.95 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $640 Shares 12,993 Est. Cost $49.25 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $637 Shares 7,235 Est. Cost $161.96 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $637 Shares 2,655 Est. Cost $125.92 Unrealized +73.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $635 Shares 2,660 Est. Cost $130.21 Unrealized +75.9%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $634 Shares 12,404 Est. Cost $58.37 Unrealized
IHE ISHARES TR 0.1%
Value ($000) $634 Shares 3,407 Est. Cost $188.00 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $633 Shares 2,372 Est. Cost $210.43 Unrealized +25.5%
IWN ISHARES TR 0.1%
Value ($000) $632 Shares 4,561 Est. Cost $156.99 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $620 Shares 4,086 Est. Cost $141.44 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $614 Shares 4,357 Est. Cost $99.50 Unrealized +23.7%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $612 Shares 4,356 Est. Cost $122.86 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $607 Shares 7,626 Est. Cost $45.81 Unrealized +54.4%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $603 Shares 4,410 Est. Cost $70.04 Unrealized +82.7%
ITOT ISHARES TR 0.1%
Value ($000) $601 Shares 7,087 Est. Cost $80.53 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $596 Shares 3,109 Est. Cost $158.73 Unrealized
MET METLIFE INC 0.1%
Value ($000) $594 Shares 8,207 Est. Cost $45.59 Unrealized +42.8%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $592 Shares 15,995 Est. Cost $48.47 Unrealized -16.9%
AGG ISHARES TR 0.1%
Value ($000) $588 Shares 6,064 Est. Cost $114.96 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $585 Shares 6,415 Est. Cost $74.20 Unrealized +9.5%
CTVA CORTEVA INC 0.1%
Value ($000) $583 Shares 9,919 Est. Cost $25.93 Unrealized +135.8%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $583 Shares 4,595 Est. Cost $75.44 Unrealized +51.2%
CMI CUMMINS INC 0.1%
Value ($000) $583 Shares 2,405 Est. Cost $128.78 Unrealized +71.4%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $582 Shares 4,503 Est. Cost $113.40 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $580 Shares 9,020 Est. Cost $52.00 Unrealized
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $580 Shares 5,148 Est. Cost $111.75 Unrealized +3.7%
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $576 Shares 3,759 Est. Cost $140.72 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $570 Shares 4,199 Est. Cost $106.63 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $570 Shares 11,940 Est. Cost $47.08 Unrealized -3.9%
EAGG ISHARES TR 0.1%
Value ($000) $568 Shares 12,157 Est. Cost $54.07 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $564 Shares 1,024 Est. Cost $321.37 Unrealized +63.4%
DOW DOW INC 0.1%
Value ($000) $556 Shares 11,040 Est. Cost $36.10 Unrealized +12.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $546 Shares 5,688 Est. Cost $56.45 Unrealized +49.7%
CCI CROWN CASTLE INC 0.1%
Value ($000) $543 Shares 4,004 Est. Cost $130.12 Unrealized -12.6%
MTUM ISHARES TR 0.1%
Value ($000) $540 Shares 3,699 Est. Cost $110.08 Unrealized
DOL WISDOMTREE TR 0.1%
Value ($000) $533 Shares 12,106 Est. Cost $46.93 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $531 Shares 3,565 Est. Cost $114.53 Unrealized +23.0%
IYT ISHARES TR 0.1%
Value ($000) $528 Shares 2,471 Est. Cost $217.58 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $526 Shares 25,421 Est. Cost $15.81 Unrealized
JHMD JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $523 Shares 18,559 Est. Cost $28.17 Unrealized
PARAMOUNT GLOBAL 0.1%
Value ($000) $523 Shares 30,969 Est. Cost $36.41 Unrealized
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $522 Shares 30,573 Est. Cost $16.35 Unrealized
XNTK SPDR SER TR 0.1%
Value ($000) $520 Shares 5,363 Est. Cost $59.78 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $519 Shares 6,781 Est. Cost $49.81 Unrealized
ELLSWORTH GROWTH & INCOME FD 0.1%
Value ($000) $519 Shares 65,013 Est. Cost $9.61 Unrealized
COLL COLLEGIUM PHARMACEUTICAL INC 0.1%
Value ($000) $518 Shares 22,317 Est. Cost $20.74 Unrealized -2.8%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $517 Shares 1,103 Est. Cost $221.82 Unrealized +94.4%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $514 Shares 16,595 Est. Cost $19.29 Unrealized +42.9%
ABSI ABSCI CORPORATION 0.1%
Value ($000) $510 Shares 242,833 Est. Cost $7.86 Unrealized -65.2%
TTD THE TRADE DESK INC 0.1%
Value ($000) $509 Shares 11,346 Est. Cost $59.69 Unrealized -15.0%
KEY KEYCORP 0.1%
Value ($000) $508 Shares 29,188 Est. Cost $11.97 Unrealized +23.6%
ASML ASML HOLDING N V 0.1%
Value ($000) $508 Shares 929 Est. Cost $545.57 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT 0.1%
Value ($000) $504 Shares 32,519 Est. Cost $16.52 Unrealized
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $498 Shares 24,158 Est. Cost $21.83 Unrealized
EPS WISDOMTREE TR 0.1%
Value ($000) $497 Shares 11,962 Est. Cost $33.60 Unrealized
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $493 Shares 2,701 Est. Cost $157.48 Unrealized
GEN GEN DIGITAL INC 0.1%
Value ($000) $490 Shares 22,866 Est. Cost $18.82 Unrealized +9.8%
QRVO QORVO INC 0.1%
Value ($000) $484 Shares 5,340 Est. Cost $78.63 Unrealized +14.9%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $484 Shares 808 Est. Cost $480.55 Unrealized +9.5%
PHM PULTE GROUP INC 0.1%
Value ($000) $482 Shares 10,589 Est. Cost $25.30 Unrealized +62.2%
USB US BANCORP DEL 0.1%
Value ($000) $482 Shares 11,047 Est. Cost $37.62 Unrealized -2.4%
MCO MOODYS CORP 0.1%
Value ($000) $481 Shares 1,726 Est. Cost $322.77 Unrealized -17.5%
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $467 Shares 81,992 Est. Cost $6.23 Unrealized
HYGV FLEXSHARES TR 0.1%
Value ($000) $465 Shares 11,658 Est. Cost $46.45 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $460 Shares 7,234 Est. Cost $38.68 Unrealized +42.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $459 Shares 4,830 Est. Cost $74.60 Unrealized +8.5%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $456 Shares 3,372 Est. Cost $58.25 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $453 Shares 2,242 Est. Cost $294.92 Unrealized -29.7%
IBB ISHARES TR 0.1%
Value ($000) $453 Shares 3,449 Est. Cost $116.90 Unrealized
XMVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $447 Shares 10,145 Est. Cost $27.57 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $447 Shares 1,394 Est. Cost $202.70 Unrealized +62.2%
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $446 Shares 9,740 Est. Cost $24.54 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $443 Shares 10,311 Est. Cost $60.64 Unrealized -27.3%
INTU INTUIT 0.1%
Value ($000) $442 Shares 1,137 Est. Cost $230.43 Unrealized +68.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $441 Shares 8,253 Est. Cost $24.41 Unrealized +88.8%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $438 Shares 5,633 Est. Cost $60.53 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $435 Shares 4,024 Est. Cost $105.18 Unrealized
EET PROSHARES TR 0.1%
Value ($000) $426 Shares 8,771 Est. Cost $72.03 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $423 Shares 4,660 Est. Cost $88.42 Unrealized
FIBROGEN INC 0.1%
Value ($000) $422 Shares 26,365 Est. Cost $11.27 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $419 Shares 2,858 Est. Cost $138.38 Unrealized +3.5%
DDS DILLARDS INC 0.1%
Value ($000) $419 Shares 1,296 Est. Cost $100.21 Unrealized +166.4%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $416 Shares 2,896 Est. Cost $222.61 Unrealized -31.5%
NUMG NUSHARES ETF TR 0.1%
Value ($000) $416 Shares 11,806 Est. Cost $50.46 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $414 Shares 1,103 Est. Cost $179.87 Unrealized +104.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $411 Shares 1,940 Est. Cost $147.59 Unrealized +26.5%
HQY HEALTHEQUITY INC 0.1%
Value ($000) $411 Shares 6,664 Est. Cost $80.61 Unrealized -16.6%
BAX BAXTER INTL INC 0.1%
Value ($000) $405 Shares 7,944 Est. Cost $59.30 Unrealized -16.3%
DON WISDOMTREE TR 0.1%
Value ($000) $405 Shares 9,834 Est. Cost $35.90 Unrealized
APA APA CORPORATION 0.1%
Value ($000) $402 Shares 8,616 Est. Cost $23.59 Unrealized +69.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $402 Shares 4,793 Est. Cost $36.10 Unrealized +102.0%
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $399 Shares 5,276 Est. Cost $100.20 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $399 Shares 2,942 Est. Cost $77.66 Unrealized +56.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $399 Shares 5,345 Est. Cost $71.41 Unrealized +7.9%
TLT ISHARES TR 0.1%
Value ($000) $398 Shares 3,997 Est. Cost $151.75 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $393 Shares 1,160 Est. Cost $368.49 Unrealized -4.6%
SEAGEN INC 0.1%
Value ($000) $391 Shares 3,043 Est. Cost $175.16 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $389 Shares 3,039 Est. Cost $84.29 Unrealized +35.3%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $388 Shares 1,157 Est. Cost $343.53 Unrealized -6.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $385 Shares 7,057 Est. Cost $54.49 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $381 Shares 9,217 Est. Cost $32.84 Unrealized +24.3%
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $379 Shares 4,600 Est. Cost $64.11 Unrealized +9.0%
GLW CORNING INC 0.1%
Value ($000) $379 Shares 11,852 Est. Cost $27.70 Unrealized +7.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $377 Shares 1,970 Est. Cost $200.62 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $376 Shares 3,534 Est. Cost $113.41 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $375 Shares 2,377 Est. Cost $91.81 Unrealized +51.7%
NWBI NORTHWEST BANCSHARES INC MD 0.1%
Value ($000) $373 Shares 26,689 Est. Cost $11.52 Unrealized +0.6%
IWC ISHARES TR 0.1%
Value ($000) $372 Shares 3,452 Est. Cost $139.85 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $369 Shares 5,445 Est. Cost $54.03 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $369 Shares 9,365 Est. Cost $21.94 Unrealized +64.5%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $368 Shares 10,932 Est. Cost $48.08 Unrealized -30.2%
HANCOCK JOHN FINL OPPTYS FD 0.1%
Value ($000) $362 Shares 10,868 Est. Cost $31.86 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $360 Shares 13,611 Est. Cost $42.71 Unrealized -37.6%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $357 Shares 4,283 Est. Cost $44.65 Unrealized +66.2%
TFC TRUIST FINL CORP 0.1%
Value ($000) $356 Shares 8,273 Est. Cost $40.59 Unrealized -8.7%
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $356 Shares 33,842 Est. Cost $11.91 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $350 Shares 7,500 Est. Cost $32.85 Unrealized +38.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $348 Shares 5,215 Est. Cost $40.32 Unrealized +43.9%
LINDE PLC 0.1%
Value ($000) $346 Shares 1,061 Est. Cost $284.90 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $342 Shares 2,015 Est. Cost $155.36 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $341 Shares 26,838 Est. Cost $19.22 Unrealized -29.4%
IEF ISHARES TR 0.1%
Value ($000) $337 Shares 3,523 Est. Cost $95.78 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $333 Shares 10,506 Est. Cost $12.03 Unrealized +142.1%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $331 Shares 5,254 Est. Cost $41.76 Unrealized +54.9%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $328 Shares 5,327 Est. Cost $35.89 Unrealized +65.4%
TMUS T-MOBILE US INC 0.1%
Value ($000) $324 Shares 2,317 Est. Cost $108.83 Unrealized +27.6%
PWR QUANTA SVCS INC 0.1%
Value ($000) $324 Shares 2,276 Est. Cost $78.91 Unrealized +79.1%
SO SOUTHERN CO 0.1%
Value ($000) $323 Shares 4,528 Est. Cost $37.90 Unrealized +57.3%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $322 Shares 5,038 Est. Cost $41.76 Unrealized +38.2%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $322 Shares 1,367 Est. Cost $165.87 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $322 Shares 4,317 Est. Cost $60.55 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $322 Shares 7,040 Est. Cost $37.30 Unrealized -6.1%
IVE ISHARES TR 0.1%
Value ($000) $315 Shares 2,168 Est. Cost $134.27 Unrealized
XRT SPDR SER TR 0.1%
Value ($000) $313 Shares 5,176 Est. Cost $42.92 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $313 Shares 7,579 Est. Cost $17.13 Unrealized +126.9%
RRR RED ROCK RESORTS INC 0.1%
Value ($000) $311 Shares 7,783 Est. Cost $33.78 Unrealized +21.6%
SDY SPDR SER TR 0.1%
Value ($000) $309 Shares 2,468 Est. Cost $89.66 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $307 Shares 563 Est. Cost $387.65 Unrealized +27.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $307 Shares 4,353 Est. Cost $54.16 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $306 Shares 2,507 Est. Cost $92.16 Unrealized +34.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $304 Shares 1,459 Est. Cost $189.89 Unrealized +11.1%
HANCOCK JOHN TAX-ADVANTAGED 0.1%
Value ($000) $301 Shares 13,156 Est. Cost $25.51 Unrealized
BLACKROCK ENHANCD CAP & INM 0.1%
Value ($000) $296 Shares 17,262 Est. Cost $14.97 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $295 Shares 4,746 Est. Cost $37.47 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $294 Shares 8,770 Est. Cost $28.59 Unrealized +21.1%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $294 Shares 21,893 Est. Cost $12.39 Unrealized
VIRTUS EQUITY & CONV INCM FD 0.1%
Value ($000) $292 Shares 16,001 Est. Cost $28.01 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $290 Shares 20,150 Est. Cost $17.54 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $287 Shares 2,030 Est. Cost $121.46 Unrealized +22.5%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $285 Shares 1,294 Est. Cost $118.49 Unrealized +66.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $284 Shares 2,772 Est. Cost $97.82 Unrealized -2.4%
EUSB ISHARES TR 0.1%
Value ($000) $284 Shares 6,738 Est. Cost $49.47 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $284 Shares 6,116 Est. Cost $43.57 Unrealized +9.2%
EWW ISHARES INC 0.1%
Value ($000) $284 Shares 5,735 Est. Cost $43.05 Unrealized
MMM 3M CO 0.1%
Value ($000) $283 Shares 2,363 Est. Cost $127.62 Unrealized -28.9%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $281 Shares 4,481 Est. Cost $53.09 Unrealized 0.0%
SLV ISHARES SILVER TR 0.1%
Value ($000) $281 Shares 12,768 Est. Cost $21.47 Unrealized
MOO VANECK ETF TRUST 0.1%
Value ($000) $275 Shares 3,208 Est. Cost $60.15 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $273 Shares 2,264 Est. Cost $101.27 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $273 Shares 4,406 Est. Cost $80.47 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $271 Shares 4,126 Est. Cost $67.39 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $267 Shares 3,500 Est. Cost $25.97 Unrealized +41.6%
RCI ROGERS COMMUNICATIONS INC 0.1%
Value ($000) $266 Shares 5,681 Est. Cost $52.82 Unrealized -19.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $264 Shares 2,609 Est. Cost $58.86 Unrealized +38.1%
FFIV F5 INC 0.1%
Value ($000) $264 Shares 1,838 Est. Cost $134.64 Unrealized +8.7%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.1%
Value ($000) $264 Shares 2,970 Est. Cost $64.61 Unrealized
MACQUARIE GLOBAL INFRASTRUCT 0.1%
Value ($000) $264 Shares 11,603 Est. Cost $23.99 Unrealized
NOVT NOVANTA INC 0.1%
Value ($000) $263 Shares 1,938 Est. Cost $92.92 Unrealized +50.6%
BLACKROCK INC 0.1%
Value ($000) $257 Shares 363 Est. Cost $748.76 Unrealized
RDN RADIAN GROUP INC 0.1%
Value ($000) $257 Shares 13,481 Est. Cost $16.09 Unrealized +9.2%
FLTR VANECK ETF TRUST 0.1%
Value ($000) $256 Shares 10,300 Est. Cost $24.88 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $256 Shares 924 Est. Cost $315.33 Unrealized -10.4%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $256 Shares 3,094 Est. Cost $85.99 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $255 Shares 2,697 Est. Cost $108.71 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $252 Shares 181 Est. Cost $20.75 Unrealized +44.0%
ANAB ANAPTYSBIO INC 0.1%
Value ($000) $250 Shares 8,055 Est. Cost $24.32 Unrealized +16.1%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $248 Shares 7,536 Est. Cost $45.52 Unrealized -29.2%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $246 Shares 1,820 Est. Cost $119.18 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.1%
Value ($000) $246 Shares 3,000 Est. Cost $69.24 Unrealized +44.1%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $245 Shares 6,689 Est. Cost $29.64 Unrealized
HNDL STRATEGY SHS 0.1%
Value ($000) $243 Shares 12,418 Est. Cost $24.88 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $243 Shares 4,862 Est. Cost $51.22 Unrealized +5.1%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $241 Shares 1,821 Est. Cost $85.80 Unrealized +55.3%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $239 Shares 4,550 Est. Cost $77.58 Unrealized -38.1%
KBE SPDR SER TR 0.1%
Value ($000) $239 Shares 5,289 Est. Cost $44.38 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $238 Shares 5,851 Est. Cost $23.15 Unrealized +40.4%
DISCOVER FINL SVCS 0.0%
Value ($000) $237 Shares 2,424 Est. Cost $90.37 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $237 Shares 12,825 Est. Cost $13.84 Unrealized +0.1%
BAR GRANITESHARES GOLD TR 0.0%
Value ($000) $237 Shares 13,114 Est. Cost $18.74 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $234 Shares 24,729 Est. Cost $18.55 Unrealized -39.1%
APTIV PLC 0.0%
Value ($000) $234 Shares 2,517 Est. Cost $93.13 Unrealized
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $232 Shares 41,584 Est. Cost $8.32 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $228 Shares 1,442 Est. Cost $189.53 Unrealized -21.2%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $225 Shares 3,229 Est. Cost $74.11 Unrealized 0.0%
WFG WEST FRASER TIMBER CO LTD 0.0%
Value ($000) $225 Shares 3,106 Est. Cost $76.62 Unrealized -0.5%
SPIB SPDR SER TR 0.0%
Value ($000) $223 Shares 6,996 Est. Cost $36.54 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $219 Shares 3,326 Est. Cost $52.27 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $218 Shares 1,187 Est. Cost $209.05 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $217 Shares 2,136 Est. Cost $48.43 Unrealized 0.0%
SPHR MADISON SQUARE GRDN ENTERTNM 0.0%
Value ($000) $215 Shares 4,789 Est. Cost $35.61 Unrealized -41.3%
IGF ISHARES TR 0.0%
Value ($000) $215 Shares 4,688 Est. Cost $45.84 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $215 Shares 3,502 Est. Cost $53.51 Unrealized +0.3%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $215 Shares 254 Est. Cost $53.77 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $214 Shares 1,692 Est. Cost $130.53 Unrealized 0.0%
JOE ST JOE CO 0.0%
Value ($000) $213 Shares 5,520 Est. Cost $35.80 Unrealized 0.0%
SHOP SHOPIFY INC 0.0%
Value ($000) $213 Shares 6,128 Est. Cost $43.18 Unrealized -20.9%
IJK ISHARES TR 0.0%
Value ($000) $212 Shares 3,104 Est. Cost $110.21 Unrealized
AON AON PLC 0.0%
Value ($000) $211 Shares 703 Est. Cost $285.70 Unrealized 0.0%
CATALENT INC 0.0%
Value ($000) $210 Shares 4,675 Est. Cost $45.01 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $210 Shares 3,373 Est. Cost $54.95 Unrealized +6.1%
TWLO TWILIO INC 0.0%
Value ($000) $209 Shares 4,266 Est. Cost $215.97 Unrealized -73.6%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $209 Shares 1,817 Est. Cost $29.69 Unrealized +90.6%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $209 Shares 4,268 Est. Cost $36.02 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $208 Shares 2,660 Est. Cost $70.16 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $208 Shares 246 Est. Cost $1225.92 Unrealized -27.4%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $207 Shares 2,499 Est. Cost $56.64 Unrealized +17.2%
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $206 Shares 23,772 Est. Cost $8.34 Unrealized
WISDOMTREE TR 0.0%
Value ($000) $206 Shares 5,019 Est. Cost $41.07 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $206 Shares 834 Est. Cost $234.70 Unrealized -6.1%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $204 Shares 5,887 Est. Cost $31.60 Unrealized -5.1%
SHEL SHELL PLC 0.0%
Value ($000) $204 Shares 3,580 Est. Cost $56.94 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $203 Shares 6,180 Est. Cost $28.24 Unrealized 0.0%
WESTROCK CO 0.0%
Value ($000) $203 Shares 5,771 Est. Cost $35.16 Unrealized
GSK GSK PLC 0.0%
Value ($000) $200 Shares 5,683 Est. Cost $29.60 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $196 Shares 21,756 Est. Cost $9.22 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $178 Shares 15,662 Est. Cost $14.04 Unrealized -0.9%
BANCROFT FD LTD 0.0%
Value ($000) $169 Shares 10,306 Est. Cost $21.59 Unrealized
AEO AMERICAN EAGLE OUTFITTERS IN 0.0%
Value ($000) $148 Shares 10,612 Est. Cost $11.71 Unrealized 0.0%
BROADMARK RLTY CAP INC 0.0%
Value ($000) $137 Shares 38,488 Est. Cost $12.76 Unrealized
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $115 Shares 12,275 Est. Cost $7.26 Unrealized -38.5%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $112 Shares 10,300 Est. Cost $10.16 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $108 Shares 20,137 Est. Cost $10.67 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $105 Shares 39,088 Est. Cost $7.78 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $102 Shares 10,666 Est. Cost $9.53 Unrealized
AEGON N V 0.0%
Value ($000) $101 Shares 20,110 Est. Cost $5.86 Unrealized
REDFIN CORP 0.0%
Value ($000) $74 Shares 17,455 Est. Cost $7.33 Unrealized
VIRTUS CONVERTIBLE & INCOME 0.0%
Value ($000) $69 Shares 20,218 Est. Cost $5.65 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $62 Shares 11,279 Est. Cost $25.12 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $59 Shares 12,634 Est. Cost $3.97 Unrealized
EATON VANCE SR INCOME TR 0.0%
Value ($000) $55 Shares 10,500 Est. Cost $6.69 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $52 Shares 10,336 Est. Cost $7.20 Unrealized
GRITSTONE BIO INC 0.0%
Value ($000) $46 Shares 13,221 Est. Cost $2.42 Unrealized
AYRO INC 0.0%
Value ($000) $27 Shares 71,126 Est. Cost $1.28 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $13 Shares 10,000 Est. Cost $0.35 Unrealized