Institute for Wealth Management, LLC. Diversified Active

CIK: 0001533954 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 20, 2023

Total Value ($000): $523,635 (100.0% shares, 0.0% debt)

Holdings (448)

NVDA NVIDIA CORPORATION 4.5%
Value ($000) $23,429 Shares 84,347 Est. Cost $17.37 Unrealized +24.5%
AAPL APPLE INC 4.0%
Value ($000) $21,177 Shares 128,426 Est. Cost $89.37 Unrealized +62.8%
MSFT MICROSOFT CORP 2.8%
Value ($000) $14,467 Shares 50,180 Est. Cost $107.38 Unrealized +132.3%
QQQ INVESCO QQQ TR 2.2%
Value ($000) $11,385 Shares 35,475 Est. Cost $289.56 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $9,378 Shares 90,790 Est. Cost $121.64 Unrealized -20.6%
SBUX STARBUCKS CORP 1.5%
Value ($000) $8,011 Shares 76,929 Est. Cost $59.71 Unrealized +62.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.4%
Value ($000) $7,451 Shares 19,335 Est. Cost $154.74 Unrealized +129.7%
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $7,407 Shares 18,093 Est. Cost $337.37 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $6,471 Shares 62,380 Est. Cost $106.01 Unrealized -10.2%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $5,410 Shares 29,085 Est. Cost $86.98 Unrealized +85.5%
TSLA TESLA INC 0.9%
Value ($000) $4,902 Shares 23,631 Est. Cost $218.34 Unrealized -20.1%
AXON AXON ENTERPRISE INC 0.9%
Value ($000) $4,697 Shares 20,888 Est. Cost $25.21 Unrealized +688.6%
DIS DISNEY WALT CO 0.9%
Value ($000) $4,513 Shares 45,068 Est. Cost $110.79 Unrealized -11.1%
META META PLATFORMS INC 0.8%
Value ($000) $4,442 Shares 20,959 Est. Cost $162.47 Unrealized +4.1%
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $4,330 Shares 66,440 Est. Cost $77.61 Unrealized
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $4,274 Shares 8,602 Est. Cost $152.64 Unrealized +208.7%
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $4,110 Shares 40,616 Est. Cost $78.11 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $3,998 Shares 52,627 Est. Cost $48.47 Unrealized
LAM RESEARCH CORP 0.8%
Value ($000) $3,993 Shares 7,532 Est. Cost $188.29 Unrealized
FTNT FORTINET INC 0.7%
Value ($000) $3,847 Shares 57,891 Est. Cost $51.76 Unrealized +9.8%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $3,759 Shares 10,342 Est. Cost $231.89 Unrealized +54.1%
XMMO INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $3,737 Shares 49,502 Est. Cost $45.15 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $3,608 Shares 14,463 Est. Cost $170.71 Unrealized
ESGU ISHARES TR 0.7%
Value ($000) $3,597 Shares 39,770 Est. Cost $83.54 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $3,502 Shares 21,974 Est. Cost $60.46 Unrealized +128.4%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $3,465 Shares 10,593 Est. Cost $206.10 Unrealized +57.0%
BA BOEING CO 0.7%
Value ($000) $3,436 Shares 16,175 Est. Cost $189.68 Unrealized +9.5%
SPYX SPDR SER TR 0.7%
Value ($000) $3,436 Shares 103,358 Est. Cost $52.17 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $3,420 Shares 106,386 Est. Cost $27.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $3,359 Shares 10,879 Est. Cost $234.29 Unrealized +31.5%
QUAL ISHARES TR 0.6%
Value ($000) $3,288 Shares 26,503 Est. Cost $98.99 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,228 Shares 21,377 Est. Cost $63.33 Unrealized
URI UNITED RENTALS INC 0.6%
Value ($000) $3,204 Shares 8,096 Est. Cost $125.85 Unrealized +223.9%
AMGN AMGEN INC 0.6%
Value ($000) $3,191 Shares 13,200 Est. Cost $141.04 Unrealized +58.8%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $3,126 Shares 31,893 Est. Cost $89.21 Unrealized -8.8%
V VISA INC 0.6%
Value ($000) $3,086 Shares 13,689 Est. Cost $117.83 Unrealized +84.9%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $2,812 Shares 37,032 Est. Cost $56.48 Unrealized +36.1%
IWM ISHARES TR 0.5%
Value ($000) $2,765 Shares 15,500 Est. Cost $184.99 Unrealized
QYLD GLOBAL X FDS 0.5%
Value ($000) $2,757 Shares 160,769 Est. Cost $17.15 Unrealized
BMVP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,626 Shares 23,771 Est. Cost $88.01 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,533 Shares 43,278 Est. Cost $62.18 Unrealized
FDX FEDEX CORP 0.5%
Value ($000) $2,527 Shares 11,060 Est. Cost $161.06 Unrealized +18.4%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,524 Shares 13,010 Est. Cost $97.45 Unrealized +62.3%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $2,519 Shares 20,504 Est. Cost $41.98 Unrealized +166.5%
PWB INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,507 Shares 38,574 Est. Cost $41.46 Unrealized
XYLD GLOBAL X FDS 0.5%
Value ($000) $2,460 Shares 60,736 Est. Cost $40.50 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,407 Shares 7,500 Est. Cost $289.56 Unrealized
IEV ISHARES TR 0.5%
Value ($000) $2,370 Shares 47,387 Est. Cost $46.00 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $2,305 Shares 6,713 Est. Cost $117.89 Unrealized +179.8%
RYLD GLOBAL X FDS 0.4%
Value ($000) $2,305 Shares 128,345 Est. Cost $17.96 Unrealized
NKE NIKE INC 0.4%
Value ($000) $2,248 Shares 18,333 Est. Cost $81.45 Unrealized +43.3%
MTN VAIL RESORTS INC 0.4%
Value ($000) $2,243 Shares 9,597 Est. Cost $251.30 Unrealized -4.1%
IWV ISHARES TR 0.4%
Value ($000) $2,204 Shares 9,363 Est. Cost $199.63 Unrealized
CSX CSX CORP 0.4%
Value ($000) $2,190 Shares 73,152 Est. Cost $27.64 Unrealized +6.6%
BAC BANK AMERICA CORP 0.4%
Value ($000) $2,186 Shares 76,419 Est. Cost $20.92 Unrealized +46.1%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $2,182 Shares 16,747 Est. Cost $97.01 Unrealized +32.1%
SHV ISHARES TR 0.4%
Value ($000) $2,178 Shares 19,709 Est. Cost $110.68 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $2,107 Shares 30,396 Est. Cost $45.78 Unrealized +34.3%
PRF INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,099 Shares 13,390 Est. Cost $101.59 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,097 Shares 25,316 Est. Cost $55.26 Unrealized
EEM ISHARES TR 0.4%
Value ($000) $2,096 Shares 53,125 Est. Cost $45.46 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.4%
Value ($000) $2,086 Shares 29,936 Est. Cost $40.85 Unrealized +71.8%
SMH VANECK ETF TRUST 0.4%
Value ($000) $2,051 Shares 7,792 Est. Cost $157.40 Unrealized
IWO ISHARES TR 0.4%
Value ($000) $2,050 Shares 9,039 Est. Cost $208.21 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $1,983 Shares 9,918 Est. Cost $97.66 Unrealized +96.8%
DE DEERE & CO 0.4%
Value ($000) $1,979 Shares 4,794 Est. Cost $191.42 Unrealized +107.4%
GOOG ALPHABET INC 0.4%
Value ($000) $1,957 Shares 18,816 Est. Cost $108.55 Unrealized -11.7%
XLG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,897 Shares 6,109 Est. Cost $183.50 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $1,869 Shares 9,354 Est. Cost $161.76 Unrealized +3.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,862 Shares 4 Est. Cost $310901.97 Unrealized +50.2%
CME CME GROUP INC 0.3%
Value ($000) $1,812 Shares 9,463 Est. Cost $146.88 Unrealized +10.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,775 Shares 13,911 Est. Cost $46.14 Unrealized +152.3%
HD HOME DEPOT INC 0.3%
Value ($000) $1,738 Shares 5,890 Est. Cost $173.30 Unrealized +64.2%
DSI ISHARES TR 0.3%
Value ($000) $1,738 Shares 22,286 Est. Cost $88.43 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,670 Shares 17,051 Est. Cost $54.61 Unrealized +69.0%
ORCL ORACLE CORP 0.3%
Value ($000) $1,669 Shares 17,962 Est. Cost $43.22 Unrealized +96.2%
IWM ISHARES TR 0.3%
Value ($000) $1,668 Shares 9,352 Est. Cost $184.99 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $1,647 Shares 25,774 Est. Cost $97.90 Unrealized
MPC MARATHON PETE CORP 0.3%
Value ($000) $1,646 Shares 12,206 Est. Cost $44.51 Unrealized +164.2%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,638 Shares 4,000 Est. Cost $337.37 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,611 Shares 9,766 Est. Cost $78.74 Unrealized +103.2%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,610 Shares 8,058 Est. Cost $70.77 Unrealized +19.7%
AVGO BROADCOM INC 0.3%
Value ($000) $1,608 Shares 2,507 Est. Cost $25.36 Unrealized +127.0%
IHI ISHARES TR 0.3%
Value ($000) $1,584 Shares 29,340 Est. Cost $88.05 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,547 Shares 9,978 Est. Cost $118.00 Unrealized +25.3%
BX BLACKSTONE INC 0.3%
Value ($000) $1,537 Shares 17,499 Est. Cost $42.78 Unrealized +89.7%
IVV ISHARES TR 0.3%
Value ($000) $1,507 Shares 3,667 Est. Cost $298.14 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $1,499 Shares 17,073 Est. Cost $42.62 Unrealized +99.0%
PFM INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,491 Shares 40,725 Est. Cost $24.70 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,482 Shares 4,291 Est. Cost $32.23 Unrealized +2.7%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,478 Shares 9,059 Est. Cost $82.04 Unrealized +78.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,465 Shares 3,099 Est. Cost $280.95 Unrealized +62.8%
XYZ BLOCK INC 0.3%
Value ($000) $1,459 Shares 21,248 Est. Cost $97.01 Unrealized -22.8%
SPHQ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,435 Shares 30,315 Est. Cost $28.29 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,434 Shares 19,604 Est. Cost $70.27 Unrealized
EFAX SPDR INDEX SHS FDS 0.3%
Value ($000) $1,431 Shares 38,628 Est. Cost $54.71 Unrealized
EOG EOG RES INC 0.3%
Value ($000) $1,409 Shares 12,293 Est. Cost $63.99 Unrealized +70.8%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,385 Shares 30,662 Est. Cost $39.28 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,382 Shares 20,000 Est. Cost $289.56 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,377 Shares 2,912 Est. Cost $282.21 Unrealized +53.5%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $1,345 Shares 2,926 Est. Cost $250.35 Unrealized +81.8%
IWM ISHARES TR 0.3%
Value ($000) $1,338 Shares 7,500 Est. Cost $184.99 Unrealized
GM GENERAL MTRS CO 0.3%
Value ($000) $1,335 Shares 36,385 Est. Cost $36.22 Unrealized +1.3%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $1,319 Shares 3,421 Est. Cost $266.81 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,311 Shares 20,890 Est. Cost $47.20 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $1,310 Shares 32,096 Est. Cost $29.06 Unrealized +25.8%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $1,281 Shares 18,601 Est. Cost $81.35 Unrealized -9.3%
H HYATT HOTELS CORP 0.2%
Value ($000) $1,280 Shares 11,446 Est. Cost $69.61 Unrealized +55.4%
NOW SERVICENOW INC 0.2%
Value ($000) $1,278 Shares 2,751 Est. Cost $53.98 Unrealized +61.3%
BBH VANECK ETF TRUST 0.2%
Value ($000) $1,277 Shares 7,877 Est. Cost $132.95 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,274 Shares 23,324 Est. Cost $54.57 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,258 Shares 17,042 Est. Cost $81.41 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $1,234 Shares 7,204 Est. Cost $71.13 Unrealized +125.2%
XHB SPDR SER TR 0.2%
Value ($000) $1,194 Shares 17,622 Est. Cost $41.69 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,187 Shares 31,316 Est. Cost $34.58 Unrealized +0.1%
JOET VIRTUS ETF TR II 0.2%
Value ($000) $1,180 Shares 42,895 Est. Cost $26.94 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,178 Shares 5,148 Est. Cost $118.53 Unrealized +94.5%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $1,177 Shares 3,539 Est. Cost $306.53 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,156 Shares 13,919 Est. Cost $88.00 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,142 Shares 3,625 Est. Cost $175.02 Unrealized +71.4%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,138 Shares 7,223 Est. Cost $61.65 Unrealized +144.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,121 Shares 5,867 Est. Cost $128.01 Unrealized +38.0%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $1,116 Shares 11,678 Est. Cost $60.98 Unrealized +8.1%
EWJ ISHARES INC 0.2%
Value ($000) $1,115 Shares 18,991 Est. Cost $61.54 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $1,083 Shares 5,383 Est. Cost $156.10 Unrealized +21.3%
PARAMOUNT GLOBAL 0.2%
Value ($000) $1,077 Shares 35,985 Est. Cost $41.04 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,065 Shares 3,810 Est. Cost $163.56 Unrealized +53.2%
NULG NUSHARES ETF TR 0.2%
Value ($000) $1,061 Shares 19,034 Est. Cost $62.79 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,057 Shares 10,655 Est. Cost $54.88 Unrealized +81.3%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,054 Shares 6,150 Est. Cost $115.50 Unrealized +48.9%
IT GARTNER INC 0.2%
Value ($000) $1,052 Shares 3,228 Est. Cost $158.68 Unrealized +108.3%
CI THE CIGNA GROUP 0.2%
Value ($000) $1,042 Shares 4,078 Est. Cost $167.01 Unrealized +65.4%
VMWARE INC 0.2%
Value ($000) $1,038 Shares 8,317 Est. Cost $115.88 Unrealized
CSD INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,036 Shares 18,310 Est. Cost $42.37 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,034 Shares 25,586 Est. Cost $42.67 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $1,025 Shares 19,600 Est. Cost $37.98 Unrealized +18.1%
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $1,010 Shares 25,142 Est. Cost $35.07 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,005 Shares 9,925 Est. Cost $80.99 Unrealized +23.5%
PJP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,003 Shares 13,195 Est. Cost $66.89 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $996 Shares 2,495 Est. Cost $244.35 Unrealized +56.9%
XSMO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $991 Shares 21,391 Est. Cost $31.10 Unrealized
WYNN WYNN RESORTS LTD 0.2%
Value ($000) $990 Shares 8,845 Est. Cost $93.97 Unrealized +8.2%
PID INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $986 Shares 55,279 Est. Cost $14.16 Unrealized
HESS CORP 0.2%
Value ($000) $985 Shares 7,441 Est. Cost $43.19 Unrealized
VCR VANGUARD WORLD FDS 0.2%
Value ($000) $983 Shares 3,891 Est. Cost $228.47 Unrealized
CENTRAL SECS CORP 0.2%
Value ($000) $965 Shares 27,743 Est. Cost $28.65 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $952 Shares 359 Est. Cost $1787.58 Unrealized +33.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $947 Shares 6,370 Est. Cost $83.57 Unrealized +59.4%
USMV ISHARES TR 0.2%
Value ($000) $947 Shares 13,015 Est. Cost $68.26 Unrealized
LEN LENNAR CORP 0.2%
Value ($000) $931 Shares 8,857 Est. Cost $41.59 Unrealized +122.9%
WMT WALMART INC 0.2%
Value ($000) $925 Shares 6,271 Est. Cost $35.93 Unrealized +27.4%
MRK MERCK & CO INC 0.2%
Value ($000) $909 Shares 8,543 Est. Cost $53.36 Unrealized +84.9%
MSGS MADISON SQUARE GRDN SPRT COR 0.2%
Value ($000) $904 Shares 4,639 Est. Cost $189.47 Unrealized -1.7%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $902 Shares 4,011 Est. Cost $235.70 Unrealized -5.4%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $898 Shares 5,833 Est. Cost $116.35 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $898 Shares 5,406 Est. Cost $110.95 Unrealized +45.8%
EFG ISHARES TR 0.2%
Value ($000) $895 Shares 9,557 Est. Cost $84.36 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.2%
Value ($000) $882 Shares 14,235 Est. Cost $25.21 Unrealized +137.4%
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $881 Shares 14,448 Est. Cost $54.97 Unrealized
AIVL WISDOMTREE TR 0.2%
Value ($000) $857 Shares 9,346 Est. Cost $77.02 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $850 Shares 3,371 Est. Cost $126.39 Unrealized +77.3%
AGGY WISDOMTREE TR 0.2%
Value ($000) $846 Shares 19,368 Est. Cost $44.40 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $842 Shares 5,302 Est. Cost $141.30 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $832 Shares 66,027 Est. Cost $6.74 Unrealized +51.3%
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $827 Shares 7,244 Est. Cost $70.29 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $824 Shares 16,361 Est. Cost $48.49 Unrealized +12.8%
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $817 Shares 10,493 Est. Cost $80.28 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $815 Shares 12,016 Est. Cost $68.75 Unrealized
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $812 Shares 988 Est. Cost $389.65 Unrealized +92.5%
NUE NUCOR CORP 0.2%
Value ($000) $809 Shares 5,238 Est. Cost $90.47 Unrealized +68.3%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $794 Shares 7,241 Est. Cost $57.07 Unrealized +75.5%
FISV FISERV INC 0.2%
Value ($000) $791 Shares 6,995 Est. Cost $109.77 Unrealized +0.2%
EBAY EBAY INC. 0.1%
Value ($000) $785 Shares 17,681 Est. Cost $31.22 Unrealized +38.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $782 Shares 10,902 Est. Cost $27.67 Unrealized +3.6%
C CITIGROUP INC 0.1%
Value ($000) $781 Shares 16,665 Est. Cost $50.00 Unrealized -11.4%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $774 Shares 2,059 Est. Cost $380.78 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $766 Shares 4,696 Est. Cost $88.21 Unrealized +68.3%
MSCI MSCI INC 0.1%
Value ($000) $766 Shares 1,368 Est. Cost $418.30 Unrealized +22.3%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $764 Shares 3,203 Est. Cost $188.95 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $758 Shares 9,944 Est. Cost $80.82 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $757 Shares 19,467 Est. Cost $35.40 Unrealized -7.6%
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $754 Shares 4,586 Est. Cost $113.71 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $753 Shares 7,429 Est. Cost $70.81 Unrealized +29.4%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $751 Shares 9,076 Est. Cost $64.26 Unrealized +28.7%
DTD WISDOMTREE TR 0.1%
Value ($000) $749 Shares 12,356 Est. Cost $75.92 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $744 Shares 23,624 Est. Cost $38.45 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $741 Shares 14,315 Est. Cost $49.49 Unrealized
T AT&T INC 0.1%
Value ($000) $732 Shares 38,030 Est. Cost $15.63 Unrealized +4.7%
VOX VANGUARD WORLD FDS 0.1%
Value ($000) $723 Shares 7,480 Est. Cost $96.67 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $708 Shares 5,999 Est. Cost $74.20 Unrealized +36.1%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $707 Shares 17,589 Est. Cost $24.65 Unrealized +54.5%
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $706 Shares 14,233 Est. Cost $50.05 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $701 Shares 1,529 Est. Cost $360.03 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $700 Shares 4,679 Est. Cost $114.75 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $699 Shares 2,651 Est. Cost $125.92 Unrealized +97.0%
RVTY PERKINELMER INC 0.1%
Value ($000) $698 Shares 5,240 Est. Cost $87.99 Unrealized +48.6%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $696 Shares 6,814 Est. Cost $161.96 Unrealized
PARAMOUNT GLOBAL 0.1%
Value ($000) $693 Shares 31,082 Est. Cost $36.41 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $688 Shares 1,657 Est. Cost $301.84 Unrealized +34.0%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $684 Shares 13,986 Est. Cost $53.91 Unrealized
EZM WISDOMTREE TR 0.1%
Value ($000) $681 Shares 13,700 Est. Cost $40.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $677 Shares 2,650 Est. Cost $293.60 Unrealized -16.1%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $673 Shares 15,552 Est. Cost $48.47 Unrealized -14.1%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $663 Shares 14,650 Est. Cost $33.11 Unrealized
EAGG ISHARES TR 0.1%
Value ($000) $657 Shares 13,663 Est. Cost $53.41 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $655 Shares 3,113 Est. Cost $127.81 Unrealized +65.9%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $655 Shares 4,526 Est. Cost $99.95 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $654 Shares 12,404 Est. Cost $58.37 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $652 Shares 19,140 Est. Cost $37.99 Unrealized
XNTK SPDR SER TR 0.1%
Value ($000) $650 Shares 5,363 Est. Cost $59.78 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $646 Shares 10,614 Est. Cost $59.69 Unrealized -10.8%
ITOT ISHARES TR 0.1%
Value ($000) $643 Shares 7,106 Est. Cost $80.53 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.1%
Value ($000) $642 Shares 12,377 Est. Cost $57.91 Unrealized -2.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $635 Shares 4,601 Est. Cost $123.67 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $635 Shares 8,975 Est. Cost $52.00 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $632 Shares 4,530 Est. Cost $75.44 Unrealized +63.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $632 Shares 3,777 Est. Cost $84.06 Unrealized +84.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $626 Shares 2,192 Est. Cost $210.43 Unrealized +24.2%
KRE SPDR SER TR 0.1%
Value ($000) $625 Shares 14,252 Est. Cost $55.79 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $620 Shares 3,205 Est. Cost $159.77 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $619 Shares 7,458 Est. Cost $53.07 Unrealized +40.7%
PEP PEPSICO INC 0.1%
Value ($000) $618 Shares 3,391 Est. Cost $97.46 Unrealized +62.8%
PHM PULTE GROUP INC 0.1%
Value ($000) $617 Shares 10,589 Est. Cost $25.30 Unrealized +108.5%
JHMD JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $616 Shares 20,072 Est. Cost $28.36 Unrealized
SEAGEN INC 0.1%
Value ($000) $616 Shares 3,043 Est. Cost $175.16 Unrealized
TCW STRATEGIC INCOME FD INC 0.1%
Value ($000) $613 Shares 130,971 Est. Cost $5.50 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $611 Shares 8,011 Est. Cost $84.35 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $609 Shares 1,116 Est. Cost $225.22 Unrealized +127.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $605 Shares 1,050 Est. Cost $327.25 Unrealized +70.7%
AGG ISHARES TR 0.1%
Value ($000) $599 Shares 6,015 Est. Cost $114.96 Unrealized
DOW DOW INC 0.1%
Value ($000) $591 Shares 10,783 Est. Cost $36.10 Unrealized +31.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $590 Shares 7,534 Est. Cost $45.81 Unrealized +65.1%
IHE ISHARES TR 0.1%
Value ($000) $590 Shares 3,366 Est. Cost $188.00 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $589 Shares 9,762 Est. Cost $25.93 Unrealized +128.0%
TGT TARGET CORP 0.1%
Value ($000) $588 Shares 3,553 Est. Cost $114.53 Unrealized +29.8%
QLD PROSHARES TR 0.1%
Value ($000) $588 Shares 11,867 Est. Cost $81.37 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $583 Shares 4,310 Est. Cost $70.04 Unrealized +76.7%
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $577 Shares 4,923 Est. Cost $111.75 Unrealized +4.2%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $576 Shares 819 Est. Cost $483.03 Unrealized +37.7%
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $575 Shares 6,721 Est. Cost $49.81 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $572 Shares 2,394 Est. Cost $128.78 Unrealized +77.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $570 Shares 837 Est. Cost $545.57 Unrealized
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $570 Shares 30,573 Est. Cost $16.35 Unrealized
DOL WISDOMTREE TR 0.1%
Value ($000) $559 Shares 11,978 Est. Cost $46.93 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $556 Shares 2,497 Est. Cost $130.21 Unrealized +62.4%
VET VERMILION ENERGY INC 0.1%
Value ($000) $556 Shares 42,850 Est. Cost $7.32 Unrealized +92.5%
IYT ISHARES TR 0.1%
Value ($000) $555 Shares 2,436 Est. Cost $217.58 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $552 Shares 4,213 Est. Cost $99.50 Unrealized +21.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $539 Shares 4,162 Est. Cost $106.63 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $537 Shares 3,372 Est. Cost $58.25 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $530 Shares 7,132 Est. Cost $53.73 Unrealized +39.9%
EPS WISDOMTREE TR 0.1%
Value ($000) $525 Shares 11,997 Est. Cost $33.60 Unrealized
ELLSWORTH GROWTH & INCOME FD 0.1%
Value ($000) $518 Shares 63,848 Est. Cost $9.61 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $516 Shares 3,859 Est. Cost $130.12 Unrealized -9.7%
INTU INTUIT 0.1%
Value ($000) $515 Shares 1,156 Est. Cost $233.27 Unrealized +72.9%
MCO MOODYS CORP 0.1%
Value ($000) $515 Shares 1,684 Est. Cost $322.77 Unrealized -8.6%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $510 Shares 3,305 Est. Cost $213.20 Unrealized -31.2%
VIS VANGUARD WORLD FDS 0.1%
Value ($000) $507 Shares 2,661 Est. Cost $157.48 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $504 Shares 3,628 Est. Cost $110.08 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $501 Shares 25,171 Est. Cost $15.81 Unrealized
MET METLIFE INC 0.1%
Value ($000) $499 Shares 8,609 Est. Cost $46.35 Unrealized +33.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $496 Shares 5,688 Est. Cost $56.45 Unrealized +46.3%
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $494 Shares 79,701 Est. Cost $6.23 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $494 Shares 1,356 Est. Cost $202.70 Unrealized +54.7%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $493 Shares 11,290 Est. Cost $47.08 Unrealized -4.2%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $492 Shares 16,332 Est. Cost $19.29 Unrealized +48.2%
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $491 Shares 23,613 Est. Cost $21.83 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $490 Shares 2,756 Est. Cost $177.83 Unrealized
JOE ST JOE CO 0.1%
Value ($000) $489 Shares 11,763 Est. Cost $39.53 Unrealized +8.3%
ILMN ILLUMINA INC 0.1%
Value ($000) $481 Shares 2,066 Est. Cost $294.92 Unrealized -30.6%
NUVEEN DOW 30 DYNMC OVERWRT 0.1%
Value ($000) $476 Shares 32,394 Est. Cost $16.52 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $472 Shares 2,837 Est. Cost $138.38 Unrealized +14.9%
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $457 Shares 43,444 Est. Cost $11.60 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $454 Shares 5,633 Est. Cost $60.53 Unrealized
QRVO QORVO INC 0.1%
Value ($000) $448 Shares 4,410 Est. Cost $78.63 Unrealized +29.0%
IBB ISHARES TR 0.1%
Value ($000) $445 Shares 3,449 Est. Cost $116.90 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $443 Shares 9,740 Est. Cost $24.54 Unrealized
NUMG NUSHARES ETF TR 0.1%
Value ($000) $443 Shares 11,596 Est. Cost $50.46 Unrealized
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $443 Shares 24,830 Est. Cost $17.85 Unrealized
XMVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $443 Shares 10,145 Est. Cost $27.57 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $442 Shares 5,345 Est. Cost $71.41 Unrealized +10.1%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $434 Shares 4,775 Est. Cost $74.60 Unrealized +10.0%
HYGV FLEXSHARES TR 0.1%
Value ($000) $434 Shares 10,644 Est. Cost $46.45 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $426 Shares 13,044 Est. Cost $42.71 Unrealized -35.5%
ABSI ABSCI CORPORATION 0.1%
Value ($000) $425 Shares 242,833 Est. Cost $7.86 Unrealized -69.2%
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $425 Shares 10,126 Est. Cost $60.64 Unrealized -22.6%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $424 Shares 4,023 Est. Cost $105.18 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $424 Shares 6,833 Est. Cost $38.68 Unrealized +43.2%
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $419 Shares 5,257 Est. Cost $100.20 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $418 Shares 1,170 Est. Cost $368.49 Unrealized +1.4%
GLW CORNING INC 0.1%
Value ($000) $418 Shares 11,852 Est. Cost $27.70 Unrealized +15.9%
NVS NOVARTIS AG 0.1%
Value ($000) $414 Shares 4,499 Est. Cost $88.42 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $410 Shares 4,794 Est. Cost $36.10 Unrealized +99.3%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $409 Shares 1,185 Est. Cost $343.54 Unrealized +0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $402 Shares 8,185 Est. Cost $24.41 Unrealized +102.4%
YUM YUM BRANDS INC 0.1%
Value ($000) $401 Shares 3,039 Est. Cost $84.29 Unrealized +44.4%
DON WISDOMTREE TR 0.1%
Value ($000) $398 Shares 9,720 Est. Cost $35.90 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.1%
Value ($000) $396 Shares 26,838 Est. Cost $19.22 Unrealized -18.9%
USB US BANCORP DEL 0.1%
Value ($000) $394 Shares 10,932 Est. Cost $37.62 Unrealized +2.7%
MCK MCKESSON CORP 0.1%
Value ($000) $393 Shares 1,103 Est. Cost $179.87 Unrealized +98.0%
HQY HEALTHEQUITY INC 0.1%
Value ($000) $391 Shares 6,664 Est. Cost $80.61 Unrealized -24.7%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $390 Shares 8,770 Est. Cost $28.59 Unrealized +45.3%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $389 Shares 9,183 Est. Cost $21.94 Unrealized +85.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $387 Shares 1,893 Est. Cost $147.59 Unrealized +28.5%
LIN LINDE PLC 0.1%
Value ($000) $386 Shares 1,087 Est. Cost $322.30 Unrealized 0.0%
FIBROGEN INC 0.1%
Value ($000) $385 Shares 20,642 Est. Cost $11.27 Unrealized
GEN GEN DIGITAL INC 0.1%
Value ($000) $384 Shares 22,391 Est. Cost $18.82 Unrealized +0.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $383 Shares 10,246 Est. Cost $33.60 Unrealized +20.4%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $376 Shares 5,419 Est. Cost $54.03 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $375 Shares 2,460 Est. Cost $141.44 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $370 Shares 2,221 Est. Cost $78.91 Unrealized +94.0%
MAS MASCO CORP 0.1%
Value ($000) $366 Shares 7,367 Est. Cost $32.85 Unrealized +48.8%
IEF ISHARES TR 0.1%
Value ($000) $364 Shares 3,673 Est. Cost $95.92 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $362 Shares 5,192 Est. Cost $40.32 Unrealized +51.6%
KEY KEYCORP 0.1%
Value ($000) $361 Shares 28,868 Est. Cost $11.97 Unrealized +19.9%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $354 Shares 23,473 Est. Cost $18.55 Unrealized -23.3%
TIP ISHARES TR 0.1%
Value ($000) $354 Shares 3,214 Est. Cost $113.41 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $351 Shares 2,561 Est. Cost $156.99 Unrealized
EWW ISHARES INC 0.1%
Value ($000) $346 Shares 5,820 Est. Cost $43.29 Unrealized
DDS DILLARDS INC 0.1%
Value ($000) $346 Shares 1,126 Est. Cost $100.21 Unrealized +202.5%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $345 Shares 7,547 Est. Cost $17.13 Unrealized +151.6%
RRR RED ROCK RESORTS INC 0.1%
Value ($000) $345 Shares 7,738 Est. Cost $33.78 Unrealized +31.0%
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $345 Shares 4,600 Est. Cost $64.11 Unrealized +18.1%
TMUS T-MOBILE US INC 0.1%
Value ($000) $338 Shares 2,331 Est. Cost $108.83 Unrealized +28.6%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $334 Shares 4,466 Est. Cost $61.02 Unrealized
HANCOCK JOHN FINL OPPTYS FD 0.1%
Value ($000) $332 Shares 10,868 Est. Cost $31.86 Unrealized
IWC ISHARES TR 0.1%
Value ($000) $329 Shares 3,150 Est. Cost $139.85 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $329 Shares 2,168 Est. Cost $134.27 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $327 Shares 10,056 Est. Cost $48.08 Unrealized -33.8%
XRT SPDR SER TR 0.1%
Value ($000) $327 Shares 5,148 Est. Cost $42.92 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $326 Shares 10,509 Est. Cost $12.03 Unrealized +142.4%
ALL ALLSTATE CORP 0.1%
Value ($000) $326 Shares 2,942 Est. Cost $77.66 Unrealized +52.1%
GLD SPDR GOLD TR 0.1%
Value ($000) $321 Shares 1,751 Est. Cost $155.36 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $320 Shares 1,566 Est. Cost $200.62 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $318 Shares 5,088 Est. Cost $41.76 Unrealized +41.7%
SO SOUTHERN CO 0.1%
Value ($000) $315 Shares 4,529 Est. Cost $37.90 Unrealized +60.1%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $314 Shares 1,367 Est. Cost $165.87 Unrealized
KKR KKR & CO INC 0.1%
Value ($000) $314 Shares 5,970 Est. Cost $43.57 Unrealized +20.5%
VIRTUS EQUITY & CONV INCM FD 0.1%
Value ($000) $313 Shares 15,906 Est. Cost $28.01 Unrealized
APA APA CORPORATION 0.1%
Value ($000) $311 Shares 8,616 Est. Cost $23.59 Unrealized +53.1%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $310 Shares 235 Est. Cost $1225.92 Unrealized -7.2%
BAX BAXTER INTL INC 0.1%
Value ($000) $310 Shares 7,634 Est. Cost $59.30 Unrealized -33.5%
NOVT NOVANTA INC 0.1%
Value ($000) $308 Shares 1,938 Est. Cost $92.92 Unrealized +65.3%
CATALENT INC 0.1%
Value ($000) $307 Shares 4,675 Est. Cost $45.01 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $307 Shares 21,893 Est. Cost $12.39 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $306 Shares 3,731 Est. Cost $71.08 Unrealized 0.0%
SDY SPDR SER TR 0.1%
Value ($000) $305 Shares 2,468 Est. Cost $89.66 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $304 Shares 4,481 Est. Cost $53.09 Unrealized +17.7%
COLL COLLEGIUM PHARMACEUTICAL INC 0.1%
Value ($000) $302 Shares 12,606 Est. Cost $20.74 Unrealized +27.9%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $302 Shares 2,377 Est. Cost $91.81 Unrealized +46.6%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $302 Shares 2,507 Est. Cost $92.16 Unrealized +25.5%
NWBI NORTHWEST BANCSHARES INC MD 0.1%
Value ($000) $302 Shares 25,076 Est. Cost $11.52 Unrealized -4.0%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $300 Shares 4,975 Est. Cost $41.76 Unrealized +45.4%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.1%
Value ($000) $299 Shares 2,970 Est. Cost $64.61 Unrealized
RDN RADIAN GROUP INC 0.1%
Value ($000) $298 Shares 13,481 Est. Cost $16.09 Unrealized +20.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $297 Shares 4,494 Est. Cost $77.58 Unrealized -24.8%
BLACKROCK ENHANCD CAP & INM 0.1%
Value ($000) $295 Shares 16,462 Est. Cost $14.97 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $294 Shares 1,208 Est. Cost $118.49 Unrealized +83.7%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $294 Shares 4,337 Est. Cost $54.16 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $293 Shares 4,862 Est. Cost $51.22 Unrealized +12.8%
EFA ISHARES TR 0.1%
Value ($000) $293 Shares 4,094 Est. Cost $67.39 Unrealized
EUSB ISHARES TR 0.1%
Value ($000) $291 Shares 6,728 Est. Cost $49.47 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $291 Shares 2,733 Est. Cost $151.75 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $290 Shares 2,023 Est. Cost $121.46 Unrealized +19.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $289 Shares 2,772 Est. Cost $97.82 Unrealized +2.5%
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $289 Shares 19,900 Est. Cost $17.54 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $288 Shares 6,006 Est. Cost $43.18 Unrealized +1.9%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $285 Shares 1,455 Est. Cost $189.89 Unrealized +1.2%
DVY ISHARES TR 0.1%
Value ($000) $285 Shares 2,429 Est. Cost $102.35 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $284 Shares 5,610 Est. Cost $36.63 Unrealized +38.1%
SPHR MADISON SQUARE GRDN ENTERTNM 0.1%
Value ($000) $281 Shares 4,765 Est. Cost $35.61 Unrealized -29.9%
TFC TRUIST FINL CORP 0.1%
Value ($000) $281 Shares 8,249 Est. Cost $40.59 Unrealized -8.1%
APTIV PLC 0.1%
Value ($000) $280 Shares 2,497 Est. Cost $93.13 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $279 Shares 14,417 Est. Cost $14.04 Unrealized +18.5%
MOO VANECK ETF TRUST 0.1%
Value ($000) $276 Shares 3,175 Est. Cost $60.15 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.1%
Value ($000) $272 Shares 12,756 Est. Cost $25.51 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $271 Shares 158 Est. Cost $20.75 Unrealized +51.4%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $269 Shares 1,442 Est. Cost $189.53 Unrealized -11.0%
FFIV F5 INC 0.1%
Value ($000) $268 Shares 1,838 Est. Cost $134.64 Unrealized +7.2%
TOTALENERGIES SE 0.1%
Value ($000) $266 Shares 4,507 Est. Cost $37.47 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.1%
Value ($000) $266 Shares 14,812 Est. Cost $17.96 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $262 Shares 7,496 Est. Cost $45.52 Unrealized -20.7%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $261 Shares 27,713 Est. Cost $11.80 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $260 Shares 562 Est. Cost $387.65 Unrealized +14.0%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $259 Shares 5,576 Est. Cost $52.82 Unrealized -10.2%
DLN WISDOMTREE TR 0.0%
Value ($000) $258 Shares 4,176 Est. Cost $80.47 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $257 Shares 10,300 Est. Cost $24.88 Unrealized
MMM 3M CO 0.0%
Value ($000) $255 Shares 2,426 Est. Cost $126.51 Unrealized -32.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $254 Shares 2,609 Est. Cost $58.86 Unrealized +47.7%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $253 Shares 3,000 Est. Cost $69.24 Unrealized +25.3%
HNDL STRATEGY SHS 0.0%
Value ($000) $249 Shares 12,327 Est. Cost $24.88 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $244 Shares 1,820 Est. Cost $119.18 Unrealized
BLACKROCK INC 0.0%
Value ($000) $243 Shares 363 Est. Cost $748.76 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $243 Shares 873 Est. Cost $315.33 Unrealized -12.3%
ABNB AIRBNB INC 0.0%
Value ($000) $243 Shares 1,951 Est. Cost $114.18 Unrealized 0.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $241 Shares 1,631 Est. Cost $140.72 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $240 Shares 2,482 Est. Cost $108.71 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $240 Shares 2,424 Est. Cost $90.37 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $238 Shares 1,692 Est. Cost $130.53 Unrealized +7.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $237 Shares 6,689 Est. Cost $29.64 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $237 Shares 1,657 Est. Cost $143.14 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $236 Shares 4,508 Est. Cost $45.93 Unrealized +52.9%
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $235 Shares 2,501 Est. Cost $56.64 Unrealized +34.6%
IJK ISHARES TR 0.0%
Value ($000) $232 Shares 3,245 Est. Cost $108.53 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $232 Shares 1,224 Est. Cost $208.46 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $231 Shares 4,272 Est. Cost $49.86 Unrealized +2.9%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $224 Shares 1,097 Est. Cost $204.52 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $224 Shares 4,688 Est. Cost $45.84 Unrealized
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $223 Shares 37,244 Est. Cost $8.32 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $222 Shares 2,716 Est. Cost $25.97 Unrealized +48.2%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $221 Shares 1,817 Est. Cost $29.69 Unrealized +99.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $219 Shares 2,590 Est. Cost $70.16 Unrealized +12.5%
WISDOMTREE TR 0.0%
Value ($000) $216 Shares 5,019 Est. Cost $41.07 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $216 Shares 254 Est. Cost $53.77 Unrealized +1.9%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $216 Shares 1,390 Est. Cost $130.36 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $215 Shares 431 Est. Cost $478.56 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $215 Shares 1,548 Est. Cost $85.80 Unrealized +52.3%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $210 Shares 4,141 Est. Cost $36.02 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $210 Shares 2,000 Est. Cost $105.19 Unrealized
SMARTSHEET INC 0.0%
Value ($000) $210 Shares 4,396 Est. Cost $47.80 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $209 Shares 4,685 Est. Cost $37.30 Unrealized -2.7%
PSA PUBLIC STORAGE 0.0%
Value ($000) $209 Shares 691 Est. Cost $260.60 Unrealized 0.0%
SPIB SPDR SER TR 0.0%
Value ($000) $209 Shares 6,425 Est. Cost $36.54 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $209 Shares 5,789 Est. Cost $31.60 Unrealized +2.9%
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $208 Shares 23,772 Est. Cost $8.34 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $208 Shares 2,582 Est. Cost $75.01 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $207 Shares 5,458 Est. Cost $37.94 Unrealized
EIX EDISON INTL 0.0%
Value ($000) $206 Shares 2,923 Est. Cost $59.21 Unrealized 0.0%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $206 Shares 2,944 Est. Cost $74.11 Unrealized -1.1%
VKTX VIKING THERAPEUTICS INC 0.0%
Value ($000) $204 Shares 12,275 Est. Cost $7.26 Unrealized +42.2%
PCAR PACCAR INC 0.0%
Value ($000) $203 Shares 2,780 Est. Cost $64.13 Unrealized 0.0%
SSO PROSHARES TR 0.0%
Value ($000) $202 Shares 4,022 Est. Cost $77.82 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $202 Shares 3,175 Est. Cost $52.27 Unrealized +9.7%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $187 Shares 21,756 Est. Cost $9.22 Unrealized
BROADMARK RLTY CAP INC 0.0%
Value ($000) $181 Shares 38,488 Est. Cost $12.76 Unrealized
REDFIN CORP 0.0%
Value ($000) $158 Shares 17,455 Est. Cost $7.33 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $153 Shares 15,400 Est. Cost $9.92 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $117 Shares 10,050 Est. Cost $10.16 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $109 Shares 19,358 Est. Cost $10.67 Unrealized
TILRAY BRANDS INC 0.0%
Value ($000) $99 Shares 39,088 Est. Cost $7.78 Unrealized
AEGON N V 0.0%
Value ($000) $87 Shares 20,153 Est. Cost $5.86 Unrealized
VIRTUS CONVERTIBLE & INCOME 0.0%
Value ($000) $68 Shares 20,218 Est. Cost $5.65 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $65 Shares 11,279 Est. Cost $25.12 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $57 Shares 11,649 Est. Cost $3.97 Unrealized
EATON VANCE SR INCOME TR 0.0%
Value ($000) $56 Shares 10,500 Est. Cost $6.69 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.0%
Value ($000) $51 Shares 10,336 Est. Cost $7.20 Unrealized
AYRO INC 0.0%
Value ($000) $39 Shares 71,126 Est. Cost $1.28 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $0.35 Unrealized