Annex Advisory Services, LLC Diversified Active

CIK: 0001542287 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $4,698,362 (100.0% shares, 0.0% debt)

Holdings (314)

UBND VICTORY PORTFOLIOS II 7.7%
Value ($000) $363,557 Shares 16,487,843 Est. Cost $21.80 Unrealized
AVUS AMERICAN CENTY ETF TR 6.1%
Value ($000) $284,762 Shares 2,619,704 Est. Cost $89.13 Unrealized
AVDE AMERICAN CENTY ETF TR 3.6%
Value ($000) $168,160 Shares 2,131,312 Est. Cost $62.75 Unrealized
AVEM AMERICAN CENTY ETF TR 3.5%
Value ($000) $164,236 Shares 2,186,603 Est. Cost $58.36 Unrealized
IOO ISHARES TR 3.4%
Value ($000) $161,113 Shares 1,342,494 Est. Cost $99.01 Unrealized
SMTH ALPS ETF TR 3.0%
Value ($000) $142,694 Shares 5,454,646 Est. Cost $25.80 Unrealized
GFLW VICTORY PORTFOLIOS II 3.0%
Value ($000) $139,177 Shares 4,852,683 Est. Cost $22.79 Unrealized
NVDA NVIDIA CORPORATION 2.5%
Value ($000) $118,448 Shares 634,838 Est. Cost $113.68 Unrealized +53.3%
AAPL APPLE INC 2.3%
Value ($000) $105,899 Shares 415,892 Est. Cost $169.30 Unrealized +33.2%
VFLO VICTORY PORTFOLIOS II 2.2%
Value ($000) $105,593 Shares 2,815,802 Est. Cost $33.84 Unrealized
META META PLATFORMS INC 2.1%
Value ($000) $100,354 Shares 136,651 Est. Cost $532.07 Unrealized +39.7%
AMZN AMAZON COM INC 2.0%
Value ($000) $94,634 Shares 430,998 Est. Cost $176.05 Unrealized +28.6%
MFSI MFS ACTIVE EXCHANGE TRADED F 1.8%
Value ($000) $82,399 Shares 2,789,409 Est. Cost $26.42 Unrealized
DFIC DIMENSIONAL ETF TRUST 1.7%
Value ($000) $81,889 Shares 2,497,373 Est. Cost $31.24 Unrealized
MBB ISHARES TR 1.7%
Value ($000) $81,869 Shares 860,417 Est. Cost $95.15 Unrealized
TKO TKO GROUP HOLDINGS INC 1.7%
Value ($000) $80,668 Shares 399,427 Est. Cost $116.37 Unrealized +56.0%
OSEA HARBOR ETF TRUST 1.7%
Value ($000) $79,576 Shares 2,691,109 Est. Cost $27.16 Unrealized
HOOD ROBINHOOD MKTS INC 1.6%
Value ($000) $73,356 Shares 512,335 Est. Cost $26.54 Unrealized +310.9%
V VISA INC 1.6%
Value ($000) $73,074 Shares 214,056 Est. Cost $251.25 Unrealized +37.4%
AVGO BROADCOM INC 1.5%
Value ($000) $68,771 Shares 208,455 Est. Cost $200.37 Unrealized +52.6%
ORLY OREILLY AUTOMOTIVE INC 1.4%
Value ($000) $64,140 Shares 594,934 Est. Cost $90.08 Unrealized +11.6%
MSFT MICROSOFT CORP 1.3%
Value ($000) $62,830 Shares 121,306 Est. Cost $290.74 Unrealized +75.0%
DYNF BLACKROCK ETF TRUST 1.3%
Value ($000) $62,540 Shares 1,056,426 Est. Cost $59.20 Unrealized
GRIN VICTORY PORTFOLIOS II 1.3%
Value ($000) $62,147 Shares 2,276,881 Est. Cost $27.30 Unrealized
ASML ASML HOLDING N V 1.3%
Value ($000) $60,073 Shares 62,054 Est. Cost $705.80 Unrealized
ORCL ORACLE CORP 1.2%
Value ($000) $58,214 Shares 206,991 Est. Cost $111.28 Unrealized +128.4%
UBER UBER TECHNOLOGIES INC 1.2%
Value ($000) $57,598 Shares 587,920 Est. Cost $75.60 Unrealized +23.7%
MEDP MEDPACE HLDGS INC 1.1%
Value ($000) $52,282 Shares 101,685 Est. Cost $318.88 Unrealized +36.9%
MS MORGAN STANLEY 1.1%
Value ($000) $51,318 Shares 322,836 Est. Cost $91.00 Unrealized +60.9%
ZROZ PIMCO ETF TR 1.1%
Value ($000) $50,205 Shares 738,738 Est. Cost $67.96 Unrealized
MELI MERCADOLIBRE INC 1.0%
Value ($000) $49,137 Shares 21,026 Est. Cost $1905.26 Unrealized +26.0%
NTNX NUTANIX INC 1.0%
Value ($000) $48,645 Shares 653,915 Est. Cost $69.79 Unrealized +5.2%
XHB SPDR SERIES TRUST 1.0%
Value ($000) $45,309 Shares 408,923 Est. Cost $110.80 Unrealized
GRBK GREEN BRICK PARTNERS INC 0.9%
Value ($000) $42,892 Shares 580,724 Est. Cost $60.43 Unrealized +13.1%
KCE SPDR SERIES TRUST 0.9%
Value ($000) $42,578 Shares 278,560 Est. Cost $152.85 Unrealized
FNV FRANCO NEV CORP 0.9%
Value ($000) $42,495 Shares 190,636 Est. Cost $131.91 Unrealized +36.6%
LIN LINDE PLC 0.9%
Value ($000) $40,958 Shares 86,228 Est. Cost $388.45 Unrealized +21.2%
SPOT SPOTIFY TECHNOLOGY S A 0.9%
Value ($000) $40,613 Shares 58,186 Est. Cost $596.92 Unrealized +17.1%
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $40,097 Shares 122,185 Est. Cost $170.90 Unrealized
AVDV AMERICAN CENTY ETF TR 0.9%
Value ($000) $40,062 Shares 449,982 Est. Cost $64.81 Unrealized
FCX FREEPORT-MCMORAN INC 0.8%
Value ($000) $37,699 Shares 961,212 Est. Cost $37.39 Unrealized +15.6%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $35,540 Shares 38,395 Est. Cost $655.50 Unrealized +46.0%
VCTR VICTORY CAP HLDGS INC 0.7%
Value ($000) $35,234 Shares 544,078 Est. Cost $60.27 Unrealized +12.5%
CRM SALESFORCE INC 0.7%
Value ($000) $34,155 Shares 144,112 Est. Cost $251.06 Unrealized +0.1%
GNRC GENERAC HLDGS INC 0.7%
Value ($000) $32,562 Shares 194,519 Est. Cost $149.25 Unrealized +17.4%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $31,944 Shares 205,705 Est. Cost $124.65 Unrealized +22.2%
WST WEST PHARMACEUTICAL SVSC INC 0.6%
Value ($000) $29,685 Shares 113,158 Est. Cost $273.36 Unrealized -11.2%
AJG GALLAGHER ARTHUR J & CO 0.6%
Value ($000) $29,473 Shares 95,153 Est. Cost $278.26 Unrealized +7.9%
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $27,304 Shares 61,051 Est. Cost $519.76 Unrealized -7.7%
EXPE EXPEDIA GROUP INC 0.6%
Value ($000) $26,956 Shares 126,111 Est. Cost $200.25 Unrealized 0.0%
QLTY 2023 ETF SERIES TRUST II 0.6%
Value ($000) $26,201 Shares 723,997 Est. Cost $32.45 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.5%
Value ($000) $25,247 Shares 1,994,268 Est. Cost $14.10 Unrealized
UFPT UFP TECHNOLOGIES INC 0.5%
Value ($000) $24,473 Shares 122,613 Est. Cost $202.21 Unrealized +8.8%
SFM SPROUTS FMRS MKT INC 0.5%
Value ($000) $22,558 Shares 207,331 Est. Cost $57.23 Unrealized +154.2%
CTAS CINTAS CORP 0.5%
Value ($000) $21,480 Shares 104,647 Est. Cost $177.44 Unrealized +19.9%
VGT VANGUARD WORLD FD 0.4%
Value ($000) $20,768 Shares 27,815 Est. Cost $369.54 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $20,734 Shares 96,082 Est. Cost $153.15 Unrealized
SPTM SPDR SERIES TRUST 0.4%
Value ($000) $20,161 Shares 249,984 Est. Cost $34.13 Unrealized
LMAT LEMAITRE VASCULAR INC 0.4%
Value ($000) $20,129 Shares 230,017 Est. Cost $79.77 Unrealized +11.6%
MRSH MARSH & MCLENNAN COS INC 0.4%
Value ($000) $19,419 Shares 96,356 Est. Cost $179.13 Unrealized +13.9%
FPEI FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $17,475 Shares 903,544 Est. Cost $19.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $15,733 Shares 56,331 Est. Cost $176.87 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $14,850 Shares 47,079 Est. Cost $133.81 Unrealized +121.2%
WMB WILLIAMS COS INC 0.3%
Value ($000) $14,667 Shares 231,515 Est. Cost $39.42 Unrealized +46.7%
AS AMER SPORTS INC 0.3%
Value ($000) $14,617 Shares 420,643 Est. Cost $30.52 Unrealized +23.5%
LB LANDBRIDGE COMPANY LLC 0.3%
Value ($000) $14,448 Shares 270,819 Est. Cost $66.58 Unrealized -17.2%
GLBE GLOBAL E ONLINE LTD 0.3%
Value ($000) $13,925 Shares 389,391 Est. Cost $33.77 Unrealized +1.1%
ABBV ABBVIE INC 0.3%
Value ($000) $13,717 Shares 59,241 Est. Cost $83.88 Unrealized +140.8%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $12,204 Shares 106,498 Est. Cost $74.01 Unrealized +44.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $12,154 Shares 57,739 Est. Cost $178.65 Unrealized +15.9%
GOOGL ALPHABET INC 0.3%
Value ($000) $12,126 Shares 49,880 Est. Cost $133.89 Unrealized +56.2%
ETN EATON CORP PLC 0.2%
Value ($000) $11,739 Shares 31,367 Est. Cost $154.15 Unrealized +135.7%
GSHD GOOSEHEAD INS INC 0.2%
Value ($000) $10,634 Shares 142,891 Est. Cost $105.59 Unrealized -16.6%
UPST UPSTART HLDGS INC 0.2%
Value ($000) $10,520 Shares 207,094 Est. Cost $70.35 Unrealized 0.0%
ABT ABBOTT LABS 0.2%
Value ($000) $10,455 Shares 78,054 Est. Cost $93.28 Unrealized +40.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $9,948 Shares 12,492 Est. Cost $236.29 Unrealized +211.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $8,546 Shares 17,620 Est. Cost $476.19 Unrealized -2.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $8,479 Shares 106,068 Est. Cost $90.64 Unrealized -6.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $8,329 Shares 12,502 Est. Cost $441.48 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $8,307 Shares 20,502 Est. Cost $225.82 Unrealized +72.3%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $8,106 Shares 120,423 Est. Cost $53.76 Unrealized +16.1%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $7,794 Shares 45,778 Est. Cost $90.93 Unrealized +62.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $7,776 Shares 47,942 Est. Cost $125.57 Unrealized +31.5%
QUAL ISHARES TR 0.2%
Value ($000) $7,655 Shares 39,355 Est. Cost $134.70 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $7,554 Shares 29,705 Est. Cost $172.82 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.2%
Value ($000) $7,065 Shares 171,865 Est. Cost $41.11 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $7,031 Shares 139,861 Est. Cost $50.26 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $6,474 Shares 46,522 Est. Cost $79.23 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $6,465 Shares 9,660 Est. Cost $315.73 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $6,435 Shares 17,408 Est. Cost $340.37 Unrealized +13.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $6,119 Shares 33,000 Est. Cost $131.09 Unrealized +29.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $5,932 Shares 17,178 Est. Cost $452.67 Unrealized -34.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $5,729 Shares 25,941 Est. Cost $225.70 Unrealized -0.9%
MAMA MAMAS CREATIONS INC 0.1%
Value ($000) $5,349 Shares 508,917 Est. Cost $7.81 Unrealized +16.0%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $4,673 Shares 33,831 Est. Cost $127.90 Unrealized +2.1%
IESC IES HLDGS INC 0.1%
Value ($000) $4,540 Shares 11,417 Est. Cost $168.90 Unrealized +103.8%
SO SOUTHERN CO 0.1%
Value ($000) $4,488 Shares 47,354 Est. Cost $84.03 Unrealized +9.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $4,421 Shares 64,622 Est. Cost $60.68 Unrealized +11.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $4,357 Shares 8,667 Est. Cost $334.67 Unrealized +44.7%
IWF ISHARES TR 0.1%
Value ($000) $4,201 Shares 8,969 Est. Cost $166.01 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $4,183 Shares 14,824 Est. Cost $232.74 Unrealized +11.5%
IJR ISHARES TR 0.1%
Value ($000) $4,109 Shares 34,581 Est. Cost $100.66 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $3,943 Shares 89,712 Est. Cost $33.19 Unrealized +28.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $3,898 Shares 23,429 Est. Cost $103.02 Unrealized +52.6%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $3,737 Shares 24,325 Est. Cost $133.64 Unrealized +15.9%
BRC BRADY CORP 0.1%
Value ($000) $3,609 Shares 46,253 Est. Cost $71.65 Unrealized +2.5%
CPRT COPART INC 0.1%
Value ($000) $3,513 Shares 78,127 Est. Cost $55.30 Unrealized -14.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $3,459 Shares 67,050 Est. Cost $42.20 Unrealized +14.6%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $3,439 Shares 20,404 Est. Cost $49.54 Unrealized +176.2%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $3,365 Shares 44,577 Est. Cost $68.87 Unrealized +4.9%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $3,305 Shares 71,346 Est. Cost $29.79 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $3,290 Shares 42,001 Est. Cost $41.50 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $3,224 Shares 34,080 Est. Cost $98.83 Unrealized -5.6%
AMGN AMGEN INC 0.1%
Value ($000) $3,063 Shares 10,852 Est. Cost $259.49 Unrealized +10.4%
LLY ELI LILLY & CO 0.1%
Value ($000) $3,012 Shares 3,947 Est. Cost $409.74 Unrealized +81.2%
RDVT RED VIOLET INC 0.1%
Value ($000) $2,970 Shares 56,838 Est. Cost $35.75 Unrealized +32.6%
HWKN HAWKINS INC 0.1%
Value ($000) $2,920 Shares 15,979 Est. Cost $83.34 Unrealized +100.6%
FCFS FIRSTCASH HOLDINGS INC 0.1%
Value ($000) $2,873 Shares 18,133 Est. Cost $101.74 Unrealized +36.6%
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $2,796 Shares 8,405 Est. Cost $227.56 Unrealized +59.3%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $2,702 Shares 13,198 Est. Cost $137.92 Unrealized +31.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,698 Shares 4,405 Est. Cost $452.31 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $2,555 Shares 20,648 Est. Cost $119.80 Unrealized 0.0%
DCO DUCOMMUN INC DEL 0.1%
Value ($000) $2,425 Shares 25,228 Est. Cost $55.47 Unrealized +62.9%
COWZ PACER FDS TR 0.1%
Value ($000) $2,411 Shares 41,960 Est. Cost $45.48 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $2,293 Shares 12,839 Est. Cost $214.67 Unrealized -8.7%
LYTS LSI INDS INC OHIO 0.0%
Value ($000) $2,281 Shares 96,623 Est. Cost $15.49 Unrealized +31.2%
GOOG ALPHABET INC 0.0%
Value ($000) $2,266 Shares 9,305 Est. Cost $128.34 Unrealized +63.6%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $2,261 Shares 12,396 Est. Cost $18.93 Unrealized +755.9%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $2,218 Shares 3,695 Est. Cost $418.60 Unrealized
MCRI MONARCH CASINO & RESORT INC 0.0%
Value ($000) $2,154 Shares 20,347 Est. Cost $76.21 Unrealized +31.6%
TRNS TRANSCAT INC 0.0%
Value ($000) $2,134 Shares 29,149 Est. Cost $103.73 Unrealized -22.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $2,105 Shares 12,578 Est. Cost $65.38 Unrealized +95.5%
NATH NATHANS FAMOUS INC NEW 0.0%
Value ($000) $2,072 Shares 18,708 Est. Cost $76.44 Unrealized +37.1%
UTI UNIVERSAL TECHNICAL INST INC 0.0%
Value ($000) $1,855 Shares 56,990 Est. Cost $28.42 Unrealized +3.4%
GHM GRAHAM CORP 0.0%
Value ($000) $1,800 Shares 32,781 Est. Cost $37.85 Unrealized +35.2%
TCBX THIRD COAST BANCSHARES INC 0.0%
Value ($000) $1,797 Shares 47,329 Est. Cost $34.48 Unrealized +10.1%
UTL UNITIL CORP 0.0%
Value ($000) $1,723 Shares 36,000 Est. Cost $53.89 Unrealized -9.4%
FISV FISERV INC 0.0%
Value ($000) $1,717 Shares 13,314 Est. Cost $84.46 Unrealized +69.7%
RPM RPM INTL INC 0.0%
Value ($000) $1,714 Shares 14,540 Est. Cost $115.74 Unrealized +3.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $1,703 Shares 25,829 Est. Cost $62.54 Unrealized +15.4%
AIZ ASSURANT INC 0.0%
Value ($000) $1,652 Shares 7,626 Est. Cost $105.52 Unrealized +91.1%
VPG VISHAY PRECISION GROUP INC 0.0%
Value ($000) $1,644 Shares 51,299 Est. Cost $27.76 Unrealized +4.2%
JOE ST JOE CO 0.0%
Value ($000) $1,628 Shares 32,911 Est. Cost $52.80 Unrealized -4.5%
AFL AFLAC INC 0.0%
Value ($000) $1,599 Shares 14,311 Est. Cost $94.67 Unrealized +10.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1,570 Shares 13,921 Est. Cost $78.03 Unrealized +40.6%
VV VANGUARD INDEX FDS 0.0%
Value ($000) $1,551 Shares 5,038 Est. Cost $231.63 Unrealized
WINA WINMARK CORP 0.0%
Value ($000) $1,495 Shares 3,003 Est. Cost $386.89 Unrealized +11.0%
WMT WALMART INC 0.0%
Value ($000) $1,479 Shares 14,348 Est. Cost $51.13 Unrealized +94.1%
USB US BANCORP DEL 0.0%
Value ($000) $1,427 Shares 29,521 Est. Cost $39.75 Unrealized +16.6%
TSLA TESLA INC 0.0%
Value ($000) $1,390 Shares 3,126 Est. Cost $244.95 Unrealized +41.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $1,348 Shares 2,811 Est. Cost $333.58 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,337 Shares 20,236 Est. Cost $32.52 Unrealized +88.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $1,335 Shares 4,735 Est. Cost $164.29 Unrealized
OII OCEANEERING INTL INC 0.0%
Value ($000) $1,328 Shares 53,597 Est. Cost $22.93 Unrealized 0.0%
OSCR OSCAR HEALTH INC 0.0%
Value ($000) $1,307 Shares 69,060 Est. Cost $15.61 Unrealized +5.6%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1,285 Shares 3,906 Est. Cost $162.97 Unrealized +97.7%
GE GE AEROSPACE 0.0%
Value ($000) $1,226 Shares 4,076 Est. Cost $82.93 Unrealized +228.8%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $1,224 Shares 14,899 Est. Cost $74.06 Unrealized 0.0%
PZA INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $1,222 Shares 52,913 Est. Cost $23.56 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1,220 Shares 6,641 Est. Cost $102.85 Unrealized +87.9%
HSTM HEALTHSTREAM INC 0.0%
Value ($000) $1,133 Shares 40,105 Est. Cost $31.10 Unrealized -11.6%
BCPC BALCHEM CORP 0.0%
Value ($000) $1,113 Shares 7,417 Est. Cost $149.47 Unrealized +4.8%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $1,063 Shares 10,677 Est. Cost $73.08 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $1,026 Shares 3,377 Est. Cost $217.86 Unrealized +38.3%
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $1,019 Shares 17,919 Est. Cost $55.45 Unrealized
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $1,018 Shares 20,045 Est. Cost $50.71 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $944 Shares 787 Est. Cost $47.12 Unrealized +159.0%
IWD ISHARES TR 0.0%
Value ($000) $936 Shares 4,598 Est. Cost $129.12 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $929 Shares 16,145 Est. Cost $52.22 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $921 Shares 6,467 Est. Cost $123.94 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $890 Shares 1,565 Est. Cost $421.49 Unrealized +36.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $871 Shares 2,966 Est. Cost $262.78 Unrealized +13.3%
AME AMETEK INC 0.0%
Value ($000) $835 Shares 4,439 Est. Cost $170.82 Unrealized +7.4%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $812 Shares 11,377 Est. Cost $56.75 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $789 Shares 13,174 Est. Cost $50.76 Unrealized
CLS CELESTICA INC 0.0%
Value ($000) $789 Shares 3,203 Est. Cost $81.11 Unrealized +148.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $780 Shares 2,194 Est. Cost $260.94 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $776 Shares 2,124 Est. Cost $304.25 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $766 Shares 4,517 Est. Cost $72.94 Unrealized +114.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $764 Shares 3,559 Est. Cost $132.34 Unrealized +51.3%
CVNA CARVANA CO 0.0%
Value ($000) $754 Shares 2,000 Est. Cost $100.64 Unrealized +255.3%
BX BLACKSTONE INC 0.0%
Value ($000) $750 Shares 4,393 Est. Cost $111.23 Unrealized +52.4%
JQUA J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $746 Shares 11,852 Est. Cost $50.86 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $729 Shares 11,668 Est. Cost $54.75 Unrealized +15.8%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $710 Shares 10,526 Est. Cost $38.37 Unrealized +66.5%
NI NISOURCE INC 0.0%
Value ($000) $706 Shares 16,301 Est. Cost $34.92 Unrealized +17.5%
IUSG ISHARES TR 0.0%
Value ($000) $703 Shares 4,275 Est. Cost $139.35 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $688 Shares 2,913 Est. Cost $203.22 Unrealized +9.8%
PEP PEPSICO INC 0.0%
Value ($000) $683 Shares 4,866 Est. Cost $101.19 Unrealized +38.8%
SPYG SPDR SERIES TRUST 0.0%
Value ($000) $681 Shares 6,513 Est. Cost $104.51 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $678 Shares 39,885 Est. Cost $17.69 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $659 Shares 20,656 Est. Cost $34.76 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $653 Shares 3,440 Est. Cost $136.07 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $635 Shares 24,715 Est. Cost $38.28 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $628 Shares 4,613 Est. Cost $96.07 Unrealized +31.6%
SMH VANECK ETF TRUST 0.0%
Value ($000) $625 Shares 1,915 Est. Cost $181.34 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $621 Shares 1,439 Est. Cost $435.21 Unrealized +3.6%
IQLT ISHARES TR 0.0%
Value ($000) $620 Shares 14,022 Est. Cost $37.65 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $619 Shares 2,108 Est. Cost $253.35 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $614 Shares 16,799 Est. Cost $31.37 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $600 Shares 5,825 Est. Cost $87.72 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $593 Shares 4,244 Est. Cost $128.28 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $586 Shares 5,866 Est. Cost $92.59 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $583 Shares 10,216 Est. Cost $54.95 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $570 Shares 926 Est. Cost $212.32 Unrealized +185.2%
MRK MERCK & CO INC 0.0%
Value ($000) $562 Shares 6,700 Est. Cost $90.23 Unrealized -10.2%
PNR PENTAIR PLC 0.0%
Value ($000) $548 Shares 4,947 Est. Cost $65.54 Unrealized +62.5%
MUB ISHARES TR 0.0%
Value ($000) $547 Shares 5,137 Est. Cost $105.38 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $543 Shares 4,498 Est. Cost $69.39 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $542 Shares 889 Est. Cost $283.39 Unrealized +98.8%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $539 Shares 5,897 Est. Cost $86.49 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $535 Shares 1,121 Est. Cost $277.43 Unrealized +53.3%
XYLD GLOBAL X FDS 0.0%
Value ($000) $534 Shares 13,613 Est. Cost $40.91 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $534 Shares 1,527 Est. Cost $274.21 Unrealized +25.2%
T AT&T INC 0.0%
Value ($000) $531 Shares 18,796 Est. Cost $17.71 Unrealized +58.5%
FAST FASTENAL CO 0.0%
Value ($000) $510 Shares 10,404 Est. Cost $36.95 Unrealized +27.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $505 Shares 6,023 Est. Cost $55.33 Unrealized +45.4%
JMTG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $504 Shares 9,887 Est. Cost $51.00 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $503 Shares 3,449 Est. Cost $103.10 Unrealized +24.9%
LOW LOWES COS INC 0.0%
Value ($000) $496 Shares 1,972 Est. Cost $205.06 Unrealized +19.1%
TLH ISHARES TR 0.0%
Value ($000) $457 Shares 4,440 Est. Cost $106.24 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value ($000) $456 Shares 3,900 Est. Cost $59.49 Unrealized
SPYV SPDR SERIES TRUST 0.0%
Value ($000) $456 Shares 8,234 Est. Cost $55.33 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $454 Shares 5,077 Est. Cost $91.76 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $451 Shares 3,459 Est. Cost $88.76 Unrealized +33.0%
BWX SPDR SERIES TRUST 0.0%
Value ($000) $446 Shares 19,408 Est. Cost $23.49 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $442 Shares 6,665 Est. Cost $49.99 Unrealized +35.9%
XMHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $439 Shares 4,184 Est. Cost $96.94 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $430 Shares 4,125 Est. Cost $48.68 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $423 Shares 1,273 Est. Cost $176.57 Unrealized +79.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $422 Shares 5,425 Est. Cost $77.92 Unrealized +0.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $417 Shares 1,697 Est. Cost $216.79 Unrealized +10.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $403 Shares 2,714 Est. Cost $100.45 Unrealized +35.0%
RTX RTX CORPORATION 0.0%
Value ($000) $402 Shares 2,403 Est. Cost $88.90 Unrealized +73.5%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $396 Shares 9,263 Est. Cost $33.07 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $388 Shares 2,327 Est. Cost $103.50 Unrealized +72.6%
IWM ISHARES TR 0.0%
Value ($000) $384 Shares 1,587 Est. Cost $214.32 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $383 Shares 3,077 Est. Cost $114.74 Unrealized +10.5%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $381 Shares 5,182 Est. Cost $69.09 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $376 Shares 1,442 Est. Cost $216.69 Unrealized +18.8%
ADBE ADOBE INC 0.0%
Value ($000) $376 Shares 1,066 Est. Cost $465.89 Unrealized -23.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $370 Shares 4,143 Est. Cost $75.58 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $370 Shares 1,322 Est. Cost $214.01 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $369 Shares 4,549 Est. Cost $77.39 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $345 Shares 5,074 Est. Cost $50.00 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $344 Shares 10,885 Est. Cost $38.43 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $334 Shares 4,375 Est. Cost $45.97 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $332 Shares 3,022 Est. Cost $73.20 Unrealized +46.0%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $323 Shares 2,246 Est. Cost $147.55 Unrealized -2.1%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $321 Shares 3,841 Est. Cost $159.55 Unrealized -44.8%
JSI JANUS DETROIT STR TR 0.0%
Value ($000) $319 Shares 6,110 Est. Cost $52.46 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $312 Shares 2,518 Est. Cost $81.39 Unrealized +34.4%
F FORD MTR CO 0.0%
Value ($000) $311 Shares 25,990 Est. Cost $10.72 Unrealized +5.7%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $311 Shares 3,149 Est. Cost $60.98 Unrealized +41.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $301 Shares 2,626 Est. Cost $138.78 Unrealized -15.7%
IVE ISHARES TR 0.0%
Value ($000) $296 Shares 1,432 Est. Cost $196.76 Unrealized
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $295 Shares 11,486 Est. Cost $15.75 Unrealized +60.4%
PLOW DOUGLAS DYNAMICS INC 0.0%
Value ($000) $293 Shares 9,375 Est. Cost $35.23 Unrealized -11.2%
APP APPLOVIN CORP 0.0%
Value ($000) $291 Shares 405 Est. Cost $62.85 Unrealized +633.8%
RITM RITHM CAPITAL CORP 0.0%
Value ($000) $290 Shares 25,500 Est. Cost $11.29 Unrealized
VICI VICI PPTYS INC 0.0%
Value ($000) $287 Shares 8,801 Est. Cost $30.56 Unrealized +4.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $287 Shares 1,538 Est. Cost $172.05 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $285 Shares 2,083 Est. Cost $189.21 Unrealized -18.7%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $283 Shares 5,546 Est. Cost $51.04 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $280 Shares 864 Est. Cost $224.91 Unrealized +47.6%
COR CENCORA INC 0.0%
Value ($000) $279 Shares 894 Est. Cost $138.38 Unrealized +112.1%
MGEE MGE ENERGY INC 0.0%
Value ($000) $274 Shares 3,254 Est. Cost $94.30 Unrealized -10.3%
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $274 Shares 3,537 Est. Cost $75.22 Unrealized +23.6%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $270 Shares 4,596 Est. Cost $58.85 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $269 Shares 9,852 Est. Cost $41.94 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $263 Shares 1,365 Est. Cost $72.20 Unrealized +141.7%
ONEQ FIDELITY COMWLTH TR 0.0%
Value ($000) $261 Shares 2,930 Est. Cost $81.43 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $255 Shares 3,319 Est. Cost $61.90 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $252 Shares 2,516 Est. Cost $98.85 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $249 Shares 1,041 Est. Cost $148.83 Unrealized
GPIQ GOLDMAN SACHS ETF TR 0.0%
Value ($000) $246 Shares 4,697 Est. Cost $52.46 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $244 Shares 1,714 Est. Cost $117.42 Unrealized
BMNR BITMINE IMMERSION TECNOLOGIE 0.0%
Value ($000) $243 Shares 4,674 Est. Cost $50.65 Unrealized 0.0%
DOO BRP INC 0.0%
Value ($000) $240 Shares 3,941 Est. Cost $55.98 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $236 Shares 1,527 Est. Cost $137.36 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $235 Shares 4,691 Est. Cost $50.70 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $235 Shares 994 Est. Cost $169.71 Unrealized 0.0%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $233 Shares 5,236 Est. Cost $37.33 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $231 Shares 11,424 Est. Cost $20.21 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $227 Shares 9,740 Est. Cost $22.10 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $225 Shares 2,238 Est. Cost $100.70 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $224 Shares 3,430 Est. Cost $107.15 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $223 Shares 487 Est. Cost $410.72 Unrealized +9.2%
AOA ISHARES TR 0.0%
Value ($000) $222 Shares 2,522 Est. Cost $73.46 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $221 Shares 550 Est. Cost $366.17 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $221 Shares 1,407 Est. Cost $147.12 Unrealized +4.4%
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $220 Shares 2,640 Est. Cost $83.41 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $219 Shares 2,112 Est. Cost $79.73 Unrealized +29.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $219 Shares 1,667 Est. Cost $113.54 Unrealized +19.3%
MDYG SPDR SERIES TRUST 0.0%
Value ($000) $218 Shares 2,376 Est. Cost $91.56 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $217 Shares 24,004 Est. Cost $8.42 Unrealized
BA BOEING CO 0.0%
Value ($000) $217 Shares 1,006 Est. Cost $189.46 Unrealized +19.0%
BLACKROCK LTD DURATION INCOM 0.0%
Value ($000) $216 Shares 15,407 Est. Cost $14.48 Unrealized
MTG MGIC INVT CORP WIS 0.0%
Value ($000) $215 Shares 7,568 Est. Cost $25.73 Unrealized +5.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $212 Shares 433 Est. Cost $434.31 Unrealized +4.7%
NUE NUCOR CORP 0.0%
Value ($000) $210 Shares 1,553 Est. Cost $115.51 Unrealized +21.6%
DGRW WISDOMTREE TR 0.0%
Value ($000) $210 Shares 2,355 Est. Cost $83.74 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $207 Shares 8,667 Est. Cost $23.94 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $206 Shares 10,069 Est. Cost $19.43 Unrealized +9.8%
ECL ECOLAB INC 0.0%
Value ($000) $205 Shares 748 Est. Cost $208.40 Unrealized +29.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $205 Shares 4,538 Est. Cost $50.84 Unrealized -10.5%
RMD RESMED INC 0.0%
Value ($000) $204 Shares 746 Est. Cost $272.23 Unrealized 0.0%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $201 Shares 134 Est. Cost $1292.47 Unrealized +16.4%
TRIN TRINITY CAP INC 0.0%
Value ($000) $189 Shares 12,227 Est. Cost $10.70 Unrealized +32.5%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $142 Shares 14,145 Est. Cost $8.48 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $104 Shares 11,590 Est. Cost $8.69 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $88 Shares 16,725 Est. Cost $5.79 Unrealized
UP WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $34 Shares 18,471 Est. Cost $3.53 Unrealized -48.4%
PROPHASE LABS INC 0.0%
Value ($000) $7 Shares 15,000 Est. Cost $0.46 Unrealized