M Holdings Securities, Inc. Diversified Active

CIK: 0001569638 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 24, 2022

Total Value ($000): $1,320,775 (100.0% shares, 0.0% debt)

Holdings (502)

SPY SPDR S&P 500 ETF TR 7.7%
Value ($000) $101,632 Shares 225,029 Est. Cost $300.58 Unrealized
IVV ISHARES TR 6.0%
Value ($000) $79,555 Shares 175,352 Est. Cost $332.28 Unrealized
QQQ INVESCO QQQ TR 3.4%
Value ($000) $44,720 Shares 123,353 Est. Cost $254.50 Unrealized
AAPL APPLE INC 3.1%
Value ($000) $40,410 Shares 231,430 Est. Cost $100.25 Unrealized +64.4%
DFAC DIMENSIONAL ETF TRUST 2.6%
Value ($000) $34,383 Shares 1,246,655 Est. Cost $27.02 Unrealized
DFAX DIMENSIONAL ETF TRUST 1.9%
Value ($000) $24,712 Shares 990,451 Est. Cost $24.95 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $23,530 Shares 7,218 Est. Cost $154.52 Unrealized 0.0%
FTSD FRANKLIN ETF TR 1.8%
Value ($000) $23,524 Shares 255,290 Est. Cost $94.82 Unrealized
SPSB SPDR SER TR 1.8%
Value ($000) $23,154 Shares 768,483 Est. Cost $30.91 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.7%
Value ($000) $23,000 Shares 267,317 Est. Cost $90.36 Unrealized
IJR ISHARES TR 1.7%
Value ($000) $22,110 Shares 204,947 Est. Cost $75.62 Unrealized
VTV VANGUARD INDEX FDS 1.6%
Value ($000) $21,671 Shares 146,644 Est. Cost $108.19 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $21,389 Shares 78,387 Est. Cost $19.99 Unrealized +25.2%
DLN WISDOMTREE TR 1.6%
Value ($000) $21,080 Shares 320,758 Est. Cost $75.57 Unrealized
QUAL ISHARES TR 1.5%
Value ($000) $19,892 Shares 147,751 Est. Cost $123.68 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $18,803 Shares 60,986 Est. Cost $130.06 Unrealized +124.0%
AGO ASSURED GUARANTY LTD 1.3%
Value ($000) $17,106 Shares 268,712 Est. Cost $25.99 Unrealized +108.2%
BOND PIMCO ETF TR 1.3%
Value ($000) $16,578 Shares 162,883 Est. Cost $107.41 Unrealized
SPMD SPDR SER TR 1.2%
Value ($000) $15,653 Shares 331,910 Est. Cost $25.33 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $15,115 Shares 694,285 Est. Cost $21.73 Unrealized
FLQL FRANKLIN TEMPLETON ETF TR 1.1%
Value ($000) $14,943 Shares 332,817 Est. Cost $33.42 Unrealized
QQQJ INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $14,846 Shares 511,239 Est. Cost $31.28 Unrealized
SMB VANECK ETF TRUST 1.1%
Value ($000) $14,172 Shares 828,510 Est. Cost $17.40 Unrealized
DLS WISDOMTREE TR 1.1%
Value ($000) $14,002 Shares 203,995 Est. Cost $50.38 Unrealized
TSLA TESLA INC 1.0%
Value ($000) $12,951 Shares 12,018 Est. Cost $143.30 Unrealized +117.4%
DWM WISDOMTREE TR 0.9%
Value ($000) $12,328 Shares 233,697 Est. Cost $40.84 Unrealized
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $12,170 Shares 112,297 Est. Cost $74.61 Unrealized
IEF ISHARES TR 0.9%
Value ($000) $11,567 Shares 107,626 Est. Cost $117.27 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.8%
Value ($000) $10,509 Shares 321,078 Est. Cost $30.07 Unrealized
VAW VANGUARD WORLD FDS 0.8%
Value ($000) $10,503 Shares 54,125 Est. Cost $124.67 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $9,732 Shares 42,746 Est. Cost $134.22 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $9,053 Shares 50,112 Est. Cost $167.17 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.7%
Value ($000) $8,746 Shares 166,781 Est. Cost $55.82 Unrealized
ARTY ISHARES TR 0.6%
Value ($000) $8,456 Shares 245,945 Est. Cost $33.23 Unrealized
USRT ISHARES TR 0.6%
Value ($000) $8,312 Shares 128,572 Est. Cost $48.74 Unrealized
SCZ ISHARES TR 0.6%
Value ($000) $8,129 Shares 122,538 Est. Cost $61.23 Unrealized
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $7,622 Shares 99,718 Est. Cost $43.85 Unrealized
ANGL VANECK ETF TRUST 0.6%
Value ($000) $7,559 Shares 248,666 Est. Cost $29.70 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $7,366 Shares 89,186 Est. Cost $48.45 Unrealized +40.1%
VO VANGUARD INDEX FDS 0.5%
Value ($000) $6,910 Shares 29,055 Est. Cost $168.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $6,780 Shares 19,213 Est. Cost $213.67 Unrealized +51.4%
KOMP SPDR SER TR 0.5%
Value ($000) $6,699 Shares 128,908 Est. Cost $60.03 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $6,618 Shares 66,806 Est. Cost $58.32 Unrealized +48.8%
GOOGL ALPHABET INC 0.5%
Value ($000) $6,325 Shares 2,274 Est. Cost $134.81 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $6,295 Shares 41,197 Est. Cost $96.64 Unrealized +47.1%
IWB ISHARES TR 0.5%
Value ($000) $6,094 Shares 24,370 Est. Cost $149.48 Unrealized
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $6,028 Shares 156,003 Est. Cost $38.40 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $5,569 Shares 1,994 Est. Cost $134.94 Unrealized 0.0%
WMT WALMART INC 0.4%
Value ($000) $5,530 Shares 37,135 Est. Cost $32.36 Unrealized +37.8%
SNSR GLOBAL X FDS 0.4%
Value ($000) $5,398 Shares 162,248 Est. Cost $30.68 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $5,322 Shares 39,038 Est. Cost $96.48 Unrealized +38.5%
V VISA INC 0.4%
Value ($000) $5,319 Shares 23,983 Est. Cost $134.58 Unrealized +56.1%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $5,071 Shares 17,633 Est. Cost $163.04 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value ($000) $4,993 Shares 27,050 Est. Cost $127.79 Unrealized +14.0%
PEOPLES UNITED FINANCIAL INC 0.4%
Value ($000) $4,840 Shares 242,130 Est. Cost $16.08 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $4,800 Shares 29,476 Est. Cost $78.09 Unrealized +57.2%
EFA ISHARES TR 0.4%
Value ($000) $4,786 Shares 65,032 Est. Cost $65.48 Unrealized
SPSM SPDR SER TR 0.3%
Value ($000) $4,428 Shares 105,243 Est. Cost $21.84 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $4,297 Shares 16,014 Est. Cost $165.80 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $4,258 Shares 20,745 Est. Cost $176.47 Unrealized
PAVE GLOBAL X FDS 0.3%
Value ($000) $4,232 Shares 149,654 Est. Cost $27.21 Unrealized
TPICQ TPI COMPOSITES INC 0.3%
Value ($000) $4,171 Shares 296,663 Est. Cost $49.15 Unrealized -74.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $4,118 Shares 23,235 Est. Cost $109.52 Unrealized +38.6%
PEP PEPSICO INC 0.3%
Value ($000) $4,018 Shares 24,008 Est. Cost $99.45 Unrealized +49.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $3,979 Shares 39,317 Est. Cost $57.15 Unrealized +61.0%
SHOP SHOPIFY INC 0.3%
Value ($000) $3,862 Shares 5,713 Est. Cost $82.11 Unrealized 0.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3,787 Shares 63,620 Est. Cost $59.79 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $3,765 Shares 16,930 Est. Cost $151.19 Unrealized +64.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,702 Shares 7 Est. Cost $485492.47 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $3,687 Shares 64,013 Est. Cost $52.60 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $3,658 Shares 8,287 Est. Cost $365.10 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $3,564 Shares 21,976 Est. Cost $111.72 Unrealized
MOO VANECK ETF TRUST 0.3%
Value ($000) $3,562 Shares 34,072 Est. Cost $62.82 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $3,555 Shares 69,797 Est. Cost $39.09 Unrealized +6.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $3,543 Shares 25,830 Est. Cost $126.83 Unrealized +11.4%
PFE PFIZER INC 0.3%
Value ($000) $3,444 Shares 66,531 Est. Cost $25.55 Unrealized +66.3%
O REALTY INCOME CORP 0.3%
Value ($000) $3,403 Shares 49,099 Est. Cost $46.80 Unrealized +18.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $3,255 Shares 13,163 Est. Cost $192.79 Unrealized +18.1%
ABBV ABBVIE INC 0.2%
Value ($000) $3,200 Shares 19,743 Est. Cost $71.30 Unrealized +77.3%
IYW ISHARES TR 0.2%
Value ($000) $3,192 Shares 30,974 Est. Cost $92.32 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $3,155 Shares 28,621 Est. Cost $110.47 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $3,145 Shares 7,575 Est. Cost $415.18 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $3,112 Shares 10,398 Est. Cost $242.56 Unrealized +29.5%
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $3,084 Shares 36,588 Est. Cost $61.28 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $3,057 Shares 5,994 Est. Cost $451.15 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $3,045 Shares 54,603 Est. Cost $30.47 Unrealized +65.0%
TLT ISHARES TR 0.2%
Value ($000) $3,037 Shares 22,996 Est. Cost $132.07 Unrealized
WOOD ISHARES TR 0.2%
Value ($000) $2,910 Shares 32,581 Est. Cost $63.30 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $2,903 Shares 46,815 Est. Cost $36.34 Unrealized +48.8%
T AT&T INC 0.2%
Value ($000) $2,873 Shares 121,572 Est. Cost $15.89 Unrealized -6.2%
ISCG ISHARES TR 0.2%
Value ($000) $2,719 Shares 61,523 Est. Cost $82.66 Unrealized
WPC WP CAREY INC 0.2%
Value ($000) $2,680 Shares 33,150 Est. Cost $70.77 Unrealized
INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $2,664 Shares 60,501 Est. Cost $52.33 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2,607 Shares 31,772 Est. Cost $57.81 Unrealized +20.8%
PRNT ARK ETF TR 0.2%
Value ($000) $2,405 Shares 81,861 Est. Cost $24.48 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $2,363 Shares 19,993 Est. Cost $59.76 Unrealized +57.5%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $2,359 Shares 57,232 Est. Cost $25.59 Unrealized +59.5%
DE DEERE & CO 0.2%
Value ($000) $2,251 Shares 5,419 Est. Cost $363.01 Unrealized 0.0%
INTC INTEL CORP 0.2%
Value ($000) $2,248 Shares 45,350 Est. Cost $47.31 Unrealized -2.4%
DBEF DBX ETF TR 0.2%
Value ($000) $2,178 Shares 57,763 Est. Cost $30.29 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,178 Shares 47,204 Est. Cost $42.69 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $2,129 Shares 18,409 Est. Cost $119.98 Unrealized +10.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2,054 Shares 15,796 Est. Cost $93.90 Unrealized +19.4%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $2,030 Shares 25,523 Est. Cost $82.83 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $1,994 Shares 54,154 Est. Cost $33.80 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,988 Shares 10,219 Est. Cost $104.23 Unrealized +63.4%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $1,964 Shares 49,849 Est. Cost $29.14 Unrealized +6.5%
ELV ANTHEM INC 0.1%
Value ($000) $1,951 Shares 3,971 Est. Cost $432.66 Unrealized 0.0%
IMCG ISHARES TR 0.1%
Value ($000) $1,928 Shares 29,994 Est. Cost $106.35 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,882 Shares 20,038 Est. Cost $63.21 Unrealized +31.0%
ARKK ARK ETF TR 0.1%
Value ($000) $1,872 Shares 28,239 Est. Cost $67.41 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value ($000) $1,864 Shares 23,466 Est. Cost $61.80 Unrealized +30.4%
BX BLACKSTONE INC 0.1%
Value ($000) $1,844 Shares 14,528 Est. Cost $61.68 Unrealized +73.8%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $1,834 Shares 5,021 Est. Cost $325.46 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,813 Shares 36,978 Est. Cost $47.14 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,803 Shares 6,493 Est. Cost $277.68 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $1,798 Shares 15,285 Est. Cost $114.12 Unrealized 0.0%
WELL WELLTOWER INC 0.1%
Value ($000) $1,795 Shares 18,667 Est. Cost $59.81 Unrealized +31.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,769 Shares 33,864 Est. Cost $31.06 Unrealized +19.6%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $1,743 Shares 44,051 Est. Cost $36.15 Unrealized +4.8%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,732 Shares 9,219 Est. Cost $187.87 Unrealized
WISDOMTREE TR 0.1%
Value ($000) $1,731 Shares 35,850 Est. Cost $44.80 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $1,729 Shares 37,683 Est. Cost $21.86 Unrealized +104.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,681 Shares 6,287 Est. Cost $248.25 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,673 Shares 4,962 Est. Cost $318.52 Unrealized 0.0%
IGSB ISHARES TR 0.1%
Value ($000) $1,670 Shares 32,288 Est. Cost $67.10 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,647 Shares 4,397 Est. Cost $41.63 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $1,623 Shares 49,395 Est. Cost $17.26 Unrealized +73.5%
GLW CORNING INC 0.1%
Value ($000) $1,620 Shares 43,897 Est. Cost $30.10 Unrealized +16.0%
IMCV ISHARES TR 0.1%
Value ($000) $1,606 Shares 23,317 Est. Cost $104.27 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $1,599 Shares 16,887 Est. Cost $61.33 Unrealized +23.3%
DEO DIAGEO PLC 0.1%
Value ($000) $1,592 Shares 7,835 Est. Cost $203.19 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $1,588 Shares 9,837 Est. Cost $135.45 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,586 Shares 5,257 Est. Cost $292.14 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,584 Shares 12,864 Est. Cost $114.02 Unrealized 0.0%
KBE SPDR SER TR 0.1%
Value ($000) $1,582 Shares 30,211 Est. Cost $35.05 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,575 Shares 14,107 Est. Cost $72.89 Unrealized +22.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,566 Shares 21,440 Est. Cost $43.74 Unrealized +29.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,532 Shares 8,192 Est. Cost $171.78 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,517 Shares 4,595 Est. Cost $197.01 Unrealized +62.3%
IWD ISHARES TR 0.1%
Value ($000) $1,509 Shares 9,093 Est. Cost $165.95 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,507 Shares 53,521 Est. Cost $28.16 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $1,505 Shares 89,021 Est. Cost $13.51 Unrealized +7.7%
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $1,488 Shares 68,395 Est. Cost $22.66 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,478 Shares 8,653 Est. Cost $170.81 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,453 Shares 17,157 Est. Cost $66.10 Unrealized +9.0%
AOM ISHARES TR 0.1%
Value ($000) $1,444 Shares 33,596 Est. Cost $35.77 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,439 Shares 11,230 Est. Cost $118.89 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,417 Shares 18,151 Est. Cost $79.86 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,408 Shares 30,073 Est. Cost $32.36 Unrealized +32.4%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,405 Shares 23,717 Est. Cost $61.53 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $1,404 Shares 18,245 Est. Cost $50.41 Unrealized +49.0%
USMV ISHARES TR 0.1%
Value ($000) $1,368 Shares 17,638 Est. Cost $60.01 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $1,348 Shares 9,255 Est. Cost $100.36 Unrealized 0.0%
DIV GLOBAL X FDS 0.1%
Value ($000) $1,313 Shares 62,177 Est. Cost $21.12 Unrealized
AOK ISHARES TR 0.1%
Value ($000) $1,310 Shares 34,766 Est. Cost $33.04 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $1,277 Shares 7,022 Est. Cost $181.86 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,277 Shares 5,730 Est. Cost $195.46 Unrealized 0.0%
ISCV ISHARES TR 0.1%
Value ($000) $1,243 Shares 21,157 Est. Cost $95.40 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,230 Shares 14,852 Est. Cost $133.70 Unrealized
IWR ISHARES TR 0.1%
Value ($000) $1,192 Shares 15,270 Est. Cost $64.11 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $1,188 Shares 26,527 Est. Cost $43.61 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,170 Shares 2,031 Est. Cost $500.83 Unrealized 0.0%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $1,160 Shares 10,873 Est. Cost $57.49 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,156 Shares 8,442 Est. Cost $136.93 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,140 Shares 3,997 Est. Cost $252.93 Unrealized 0.0%
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $1,138 Shares 33,096 Est. Cost $34.38 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,130 Shares 13,654 Est. Cost $54.98 Unrealized +40.0%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,118 Shares 26,428 Est. Cost $29.71 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $1,106 Shares 14,486 Est. Cost $99.90 Unrealized
WW INTL INC 0.1%
Value ($000) $1,105 Shares 107,988 Est. Cost $10.23 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $1,103 Shares 10,322 Est. Cost $92.93 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $1,096 Shares 10,697 Est. Cost $108.25 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,091 Shares 14,587 Est. Cost $74.79 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $1,073 Shares 5,052 Est. Cost $212.63 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1,059 Shares 5,246 Est. Cost $157.13 Unrealized 0.0%
LOW LOWES COS INC 0.1%
Value ($000) $1,058 Shares 5,234 Est. Cost $213.37 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $1,014 Shares 4,780 Est. Cost $191.32 Unrealized 0.0%
DVY ISHARES TR 0.1%
Value ($000) $1,011 Shares 7,893 Est. Cost $128.09 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,001 Shares 13,443 Est. Cost $74.46 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $1,000 Shares 7,357 Est. Cost $111.09 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $992 Shares 4,667 Est. Cost $212.56 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $984 Shares 8,767 Est. Cost $112.24 Unrealized
BA BOEING CO 0.1%
Value ($000) $977 Shares 5,100 Est. Cost $200.72 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $972 Shares 5,318 Est. Cost $158.80 Unrealized 0.0%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $971 Shares 17,319 Est. Cost $58.40 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $969 Shares 1,538 Est. Cost $55.08 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $969 Shares 10,590 Est. Cost $58.52 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $943 Shares 17,654 Est. Cost $44.41 Unrealized +20.5%
CLX CLOROX CO DEL 0.1%
Value ($000) $942 Shares 6,774 Est. Cost $134.75 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $942 Shares 20,437 Est. Cost $23.92 Unrealized +39.2%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $939 Shares 12,003 Est. Cost $58.85 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $937 Shares 40,945 Est. Cost $22.88 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $932 Shares 2,254 Est. Cost $459.42 Unrealized 0.0%
IWP ISHARES TR 0.1%
Value ($000) $930 Shares 9,249 Est. Cost $100.55 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $921 Shares 7,611 Est. Cost $132.08 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $914 Shares 2,006 Est. Cost $481.10 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $908 Shares 10,615 Est. Cost $45.99 Unrealized +51.5%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $905 Shares 10,025 Est. Cost $47.95 Unrealized +45.2%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $895 Shares 61,640 Est. Cost $14.52 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $892 Shares 5,834 Est. Cost $153.59 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $883 Shares 8,058 Est. Cost $109.58 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $869 Shares 7,831 Est. Cost $93.67 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $869 Shares 2,962 Est. Cost $245.73 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $866 Shares 5,446 Est. Cost $159.02 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $863 Shares 16,232 Est. Cost $47.84 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $856 Shares 7,234 Est. Cost $115.36 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $847 Shares 2,628 Est. Cost $274.65 Unrealized 0.0%
HIW HIGHWOODS PPTYS INC 0.1%
Value ($000) $842 Shares 18,398 Est. Cost $41.03 Unrealized
KEY KEYCORP 0.1%
Value ($000) $834 Shares 37,266 Est. Cost $9.45 Unrealized +114.9%
ABNB AIRBNB INC 0.1%
Value ($000) $831 Shares 4,839 Est. Cost $159.27 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $829 Shares 17,098 Est. Cost $30.43 Unrealized +59.3%
COWZ PACER FDS TR 0.1%
Value ($000) $813 Shares 16,339 Est. Cost $49.76 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $812 Shares 16,143 Est. Cost $50.72 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $809 Shares 8,090 Est. Cost $79.66 Unrealized 0.0%
SLG SL GREEN RLTY CORP 0.1%
Value ($000) $797 Shares 9,815 Est. Cost $81.20 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $792 Shares 18,107 Est. Cost $31.71 Unrealized +51.9%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $792 Shares 14,918 Est. Cost $54.12 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $787 Shares 3,285 Est. Cost $218.34 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $771 Shares 20,584 Est. Cost $33.49 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value ($000) $771 Shares 11,130 Est. Cost $72.23 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $766 Shares 12,501 Est. Cost $49.03 Unrealized 0.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $755 Shares 2,636 Est. Cost $248.50 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $734 Shares 12,930 Est. Cost $40.13 Unrealized +4.1%
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $733 Shares 38,546 Est. Cost $19.69 Unrealized
FRI FIRST TR S&P REIT INDEX FD 0.1%
Value ($000) $729 Shares 23,356 Est. Cost $31.21 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $729 Shares 13,115 Est. Cost $50.63 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $720 Shares 14,249 Est. Cost $50.53 Unrealized
KELLOGG CO 0.1%
Value ($000) $718 Shares 11,130 Est. Cost $47.16 Unrealized +11.5%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $714 Shares 2,962 Est. Cost $204.81 Unrealized 0.0%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $713 Shares 6,646 Est. Cost $107.28 Unrealized
MMM 3M CO 0.1%
Value ($000) $712 Shares 4,780 Est. Cost $114.60 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $711 Shares 6,538 Est. Cost $108.75 Unrealized
NJAN INNOVATOR ETFS TR 0.1%
Value ($000) $705 Shares 17,337 Est. Cost $38.99 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $702 Shares 2,568 Est. Cost $230.57 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $700 Shares 11,155 Est. Cost $47.29 Unrealized +24.0%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $699 Shares 6,407 Est. Cost $115.22 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $697 Shares 11,722 Est. Cost $49.60 Unrealized +11.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $696 Shares 7,649 Est. Cost $85.95 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $694 Shares 5,923 Est. Cost $136.00 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $690 Shares 6,875 Est. Cost $94.86 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $686 Shares 9,464 Est. Cost $58.69 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $684 Shares 3,008 Est. Cost $196.92 Unrealized 0.0%
NEM NEWMONT CORP 0.1%
Value ($000) $681 Shares 8,570 Est. Cost $60.03 Unrealized 0.0%
PAPR INNOVATOR ETFS TR 0.1%
Value ($000) $674 Shares 22,718 Est. Cost $28.48 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.1%
Value ($000) $673 Shares 71,200 Est. Cost $11.48 Unrealized 0.0%
AOR ISHARES TR 0.1%
Value ($000) $668 Shares 12,387 Est. Cost $41.68 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $666 Shares 1,862 Est. Cost $351.61 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $642 Shares 8,990 Est. Cost $71.41 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $640 Shares 4,718 Est. Cost $121.07 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $640 Shares 12,046 Est. Cost $35.41 Unrealized
BLACKROCK INC 0.0%
Value ($000) $640 Shares 838 Est. Cost $763.72 Unrealized
BMAR INNOVATOR ETFS TR 0.0%
Value ($000) $639 Shares 18,236 Est. Cost $31.15 Unrealized
CRANE CO 0.0%
Value ($000) $628 Shares 5,800 Est. Cost $93.83 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $620 Shares 2,889 Est. Cost $177.17 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $616 Shares 6,281 Est. Cost $87.45 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $613 Shares 2,537 Est. Cost $203.29 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $613 Shares 1,038 Est. Cost $568.16 Unrealized 0.0%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $611 Shares 19,769 Est. Cost $29.11 Unrealized +2.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $599 Shares 8,844 Est. Cost $58.78 Unrealized 0.0%
STPZ PIMCO ETF TR 0.0%
Value ($000) $595 Shares 10,920 Est. Cost $54.49 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $591 Shares 4,483 Est. Cost $132.88 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value ($000) $590 Shares 5,849 Est. Cost $100.87 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $590 Shares 9,986 Est. Cost $15.93 Unrealized +179.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $589 Shares 8,873 Est. Cost $66.38 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $588 Shares 5,490 Est. Cost $107.10 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $587 Shares 3,115 Est. Cost $190.28 Unrealized 0.0%
IJJ ISHARES TR 0.0%
Value ($000) $584 Shares 5,328 Est. Cost $102.47 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $580 Shares 13,470 Est. Cost $16.44 Unrealized +142.6%
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $579 Shares 18,364 Est. Cost $31.53 Unrealized
DOW DOW INC 0.0%
Value ($000) $575 Shares 9,021 Est. Cost $45.81 Unrealized +5.4%
CB CHUBB LIMITED 0.0%
Value ($000) $574 Shares 2,684 Est. Cost $192.91 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $572 Shares 12,483 Est. Cost $40.90 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $571 Shares 5,329 Est. Cost $114.77 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $571 Shares 22,105 Est. Cost $22.13 Unrealized
ILCG ISHARES TR 0.0%
Value ($000) $562 Shares 8,650 Est. Cost $64.97 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $562 Shares 16,088 Est. Cost $27.13 Unrealized +5.3%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $559 Shares 13,582 Est. Cost $36.73 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $555 Shares 11,333 Est. Cost $51.38 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $554 Shares 14,802 Est. Cost $32.86 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $550 Shares 5,279 Est. Cost $104.19 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $549 Shares 6,964 Est. Cost $78.83 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $546 Shares 1,220 Est. Cost $387.65 Unrealized 0.0%
LAND GLADSTONE LD CORP 0.0%
Value ($000) $544 Shares 14,947 Est. Cost $18.33 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $538 Shares 6,391 Est. Cost $82.02 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $533 Shares 2,147 Est. Cost $214.65 Unrealized 0.0%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $521 Shares 5,577 Est. Cost $93.42 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $519 Shares 19,624 Est. Cost $26.45 Unrealized
PHR PHREESIA INC 0.0%
Value ($000) $516 Shares 19,565 Est. Cost $30.64 Unrealized 0.0%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $515 Shares 15,370 Est. Cost $33.51 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $513 Shares 4,122 Est. Cost $124.45 Unrealized
NKE NIKE INC 0.0%
Value ($000) $512 Shares 3,802 Est. Cost $131.94 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $509 Shares 5,806 Est. Cost $87.67 Unrealized
BGS B & G FOODS INC NEW 0.0%
Value ($000) $507 Shares 18,794 Est. Cost $19.92 Unrealized +2.1%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $506 Shares 10,938 Est. Cost $52.33 Unrealized 0.0%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $505 Shares 7,078 Est. Cost $71.35 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $501 Shares 19,614 Est. Cost $25.77 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $500 Shares 4,579 Est. Cost $109.19 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $496 Shares 11,387 Est. Cost $36.68 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $491 Shares 3,098 Est. Cost $142.52 Unrealized 0.0%
IRM IRON MTN INC NEW 0.0%
Value ($000) $487 Shares 8,781 Est. Cost $40.95 Unrealized 0.0%
COLLABORATIVE INVESTMNT SER 0.0%
Value ($000) $485 Shares 10,479 Est. Cost $46.28 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $484 Shares 9,882 Est. Cost $48.98 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $483 Shares 6,365 Est. Cost $72.33 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $479 Shares 22,884 Est. Cost $12.71 Unrealized +15.1%
OKTA OKTA INC 0.0%
Value ($000) $479 Shares 3,174 Est. Cost $179.25 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $479 Shares 13,433 Est. Cost $53.39 Unrealized -32.7%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $477 Shares 8,826 Est. Cost $54.04 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $466 Shares 2,539 Est. Cost $157.28 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $460 Shares 5,639 Est. Cost $72.65 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $460 Shares 4,209 Est. Cost $119.38 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value ($000) $460 Shares 6,621 Est. Cost $69.85 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $454 Shares 2,601 Est. Cost $153.40 Unrealized 0.0%
IYF ISHARES TR 0.0%
Value ($000) $451 Shares 5,335 Est. Cost $84.54 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $446 Shares 5,102 Est. Cost $84.62 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $445 Shares 1,932 Est. Cost $215.98 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $443 Shares 16,425 Est. Cost $19.24 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $443 Shares 5,908 Est. Cost $78.17 Unrealized 0.0%
ALCO ALICO INC 0.0%
Value ($000) $440 Shares 11,710 Est. Cost $32.61 Unrealized 0.0%
NAPR INNOVATOR ETFS TR 0.0%
Value ($000) $438 Shares 11,174 Est. Cost $37.32 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $437 Shares 4,948 Est. Cost $88.32 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $432 Shares 7,125 Est. Cost $63.23 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $430 Shares 2,498 Est. Cost $168.36 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $429 Shares 1,856 Est. Cost $216.03 Unrealized 0.0%
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $428 Shares 6,075 Est. Cost $70.45 Unrealized
KXI ISHARES TR 0.0%
Value ($000) $428 Shares 6,892 Est. Cost $62.10 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $424 Shares 1,241 Est. Cost $62.17 Unrealized 0.0%
IWY ISHARES TR 0.0%
Value ($000) $421 Shares 2,647 Est. Cost $159.05 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $413 Shares 4,956 Est. Cost $83.33 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $411 Shares 1,762 Est. Cost $41.27 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $408 Shares 2,988 Est. Cost $109.73 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $408 Shares 7,910 Est. Cost $51.58 Unrealized
ISHARES TR 0.0%
Value ($000) $405 Shares 16,793 Est. Cost $24.12 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $404 Shares 12,042 Est. Cost $28.33 Unrealized 0.0%
TEX TEREX CORP NEW 0.0%
Value ($000) $400 Shares 11,221 Est. Cost $31.90 Unrealized +29.7%
SWAN AMPLIFY ETF TR 0.0%
Value ($000) $400 Shares 12,786 Est. Cost $31.74 Unrealized
KR KROGER CO 0.0%
Value ($000) $400 Shares 6,980 Est. Cost $45.65 Unrealized 0.0%
BAPR INNOVATOR ETFS TR 0.0%
Value ($000) $399 Shares 11,775 Est. Cost $31.68 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $398 Shares 3,714 Est. Cost $107.16 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $397 Shares 3,014 Est. Cost $114.46 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $393 Shares 7,897 Est. Cost $41.84 Unrealized 0.0%
KMPR KEMPER CORP 0.0%
Value ($000) $390 Shares 6,893 Est. Cost $55.48 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $385 Shares 6,138 Est. Cost $55.04 Unrealized 0.0%
CMA COMERICA INC 0.0%
Value ($000) $385 Shares 4,260 Est. Cost $77.88 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $384 Shares 3,097 Est. Cost $123.99 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $381 Shares 3,459 Est. Cost $110.15 Unrealized
PMAR INNOVATOR ETFS TR 0.0%
Value ($000) $381 Shares 11,808 Est. Cost $29.56 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $378 Shares 2,996 Est. Cost $116.11 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.0%
Value ($000) $372 Shares 2,486 Est. Cost $127.30 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $372 Shares 668 Est. Cost $112.05 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $371 Shares 4,140 Est. Cost $82.47 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $369 Shares 7,342 Est. Cost $60.85 Unrealized 0.0%
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $367 Shares 18,715 Est. Cost $19.76 Unrealized 0.0%
IWS ISHARES TR 0.0%
Value ($000) $362 Shares 3,024 Est. Cost $119.71 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $359 Shares 844 Est. Cost $93.88 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $359 Shares 1,438 Est. Cost $266.51 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $356 Shares 2,022 Est. Cost $176.06 Unrealized
IGE ISHARES TR 0.0%
Value ($000) $353 Shares 8,716 Est. Cost $35.03 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $345 Shares 3,367 Est. Cost $101.50 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $345 Shares 703 Est. Cost $490.75 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $345 Shares 7,644 Est. Cost $45.13 Unrealized
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $345 Shares 21,949 Est. Cost $17.65 Unrealized
BP BP PLC 0.0%
Value ($000) $344 Shares 11,714 Est. Cost $29.37 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $343 Shares 2,617 Est. Cost $131.07 Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $342 Shares 6,890 Est. Cost $40.89 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $341 Shares 819 Est. Cost $416.36 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value ($000) $339 Shares 1,626 Est. Cost $208.49 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $336 Shares 8,773 Est. Cost $33.06 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $336 Shares 1,942 Est. Cost $202.68 Unrealized 0.0%
SPYG SPDR SER TR 0.0%
Value ($000) $335 Shares 5,057 Est. Cost $66.24 Unrealized
WTV WISDOMTREE TR 0.0%
Value ($000) $335 Shares 5,434 Est. Cost $61.65 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $335 Shares 212 Est. Cost $30.11 Unrealized 0.0%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $333 Shares 2,058 Est. Cost $161.81 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $330 Shares 5,031 Est. Cost $63.64 Unrealized 0.0%
MYMD PHARMACEUTICALS INC 0.0%
Value ($000) $330 Shares 70,909 Est. Cost $6.30 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $330 Shares 23,599 Est. Cost $12.51 Unrealized
GUNR FLEXSHARES TR 0.0%
Value ($000) $329 Shares 7,024 Est. Cost $46.84 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $328 Shares 2,208 Est. Cost $115.55 Unrealized 0.0%
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $327 Shares 46,299 Est. Cost $7.06 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $325 Shares 1,237 Est. Cost $262.73 Unrealized
VMC VULCAN MATLS CO 0.0%
Value ($000) $325 Shares 1,768 Est. Cost $180.88 Unrealized 0.0%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $323 Shares 45,851 Est. Cost $8.26 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $322 Shares 4,373 Est. Cost $30.07 Unrealized 0.0%
CCL CARNIVAL CORP 0.0%
Value ($000) $319 Shares 15,785 Est. Cost $17.51 Unrealized +15.4%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $318 Shares 32,747 Est. Cost $8.95 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $318 Shares 3,867 Est. Cost $87.61 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $316 Shares 1,852 Est. Cost $148.65 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $314 Shares 1,533 Est. Cost $196.64 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $312 Shares 892 Est. Cost $337.77 Unrealized 0.0%
ICOW PACER FDS TR 0.0%
Value ($000) $310 Shares 9,936 Est. Cost $25.26 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $306 Shares 3,598 Est. Cost $66.91 Unrealized 0.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $306 Shares 5,579 Est. Cost $54.85 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $304 Shares 5,313 Est. Cost $54.03 Unrealized 0.0%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $303 Shares 4,490 Est. Cost $54.00 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $301 Shares 4,487 Est. Cost $67.08 Unrealized
SLQD ISHARES TR 0.0%
Value ($000) $296 Shares 5,994 Est. Cost $49.38 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $295 Shares 5,950 Est. Cost $49.58 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $290 Shares 8,690 Est. Cost $17.90 Unrealized +42.7%
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $289 Shares 823 Est. Cost $351.15 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $288 Shares 10,081 Est. Cost $23.83 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $286 Shares 2,433 Est. Cost $112.18 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $286 Shares 594 Est. Cost $499.50 Unrealized 0.0%
HNDL STRATEGY SHS 0.0%
Value ($000) $281 Shares 11,671 Est. Cost $24.08 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $279 Shares 1,525 Est. Cost $182.95 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $278 Shares 1,110 Est. Cost $242.68 Unrealized 0.0%
BMAY INNOVATOR ETFS TR 0.0%
Value ($000) $278 Shares 8,500 Est. Cost $32.71 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $277 Shares 2,496 Est. Cost $110.98 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $277 Shares 1,728 Est. Cost $141.45 Unrealized 0.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $277 Shares 7,338 Est. Cost $37.75 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $277 Shares 3,859 Est. Cost $70.89 Unrealized 0.0%
MFA FINL INC 0.0%
Value ($000) $277 Shares 68,846 Est. Cost $2.53 Unrealized
MET METLIFE INC 0.0%
Value ($000) $277 Shares 3,936 Est. Cost $60.10 Unrealized 0.0%
FUBO FUBOTV INC 0.0%
Value ($000) $274 Shares 41,750 Est. Cost $9.72 Unrealized 0.0%
DON WISDOMTREE TR 0.0%
Value ($000) $271 Shares 6,110 Est. Cost $44.35 Unrealized
AVANGRID INC 0.0%
Value ($000) $267 Shares 5,705 Est. Cost $46.80 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $266 Shares 4,445 Est. Cost $59.84 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $266 Shares 2,454 Est. Cost $108.39 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $266 Shares 1,040 Est. Cost $255.77 Unrealized
SAP SAP SE 0.0%
Value ($000) $265 Shares 2,384 Est. Cost $111.16 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $264 Shares 1,259 Est. Cost $203.67 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $264 Shares 4,099 Est. Cost $57.30 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $264 Shares 1,183 Est. Cost $223.16 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $262 Shares 4,613 Est. Cost $50.63 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $262 Shares 1,152 Est. Cost $186.36 Unrealized 0.0%
EXC EXELON CORP 0.0%
Value ($000) $261 Shares 5,483 Est. Cost $36.83 Unrealized 0.0%
PMAY INNOVATOR ETFS TR 0.0%
Value ($000) $260 Shares 8,481 Est. Cost $29.40 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $259 Shares 1,665 Est. Cost $155.56 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $257 Shares 1,857 Est. Cost $114.28 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $256 Shares 801 Est. Cost $319.60 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $255 Shares 1,647 Est. Cost $136.20 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $255 Shares 3,110 Est. Cost $81.99 Unrealized
AMUB UBS AG LONDON BRANCH 0.0%
Value ($000) $252 Shares 19,168 Est. Cost $10.39 Unrealized
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $251 Shares 10,369 Est. Cost $24.21 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $248 Shares 1,980 Est. Cost $125.25 Unrealized
NEWAGE INC 0.0%
Value ($000) $247 Shares 425,000 Est. Cost $1.01 Unrealized
DTD WISDOMTREE TR 0.0%
Value ($000) $247 Shares 3,823 Est. Cost $64.61 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $247 Shares 1,528 Est. Cost $161.65 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $246 Shares 1,325 Est. Cost $185.66 Unrealized
CYH COMMUNITY HEALTH SYS INC NEW 0.0%
Value ($000) $245 Shares 20,648 Est. Cost $12.16 Unrealized 0.0%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $245 Shares 2,617 Est. Cost $101.20 Unrealized 0.0%
CG CARLYLE GROUP INC 0.0%
Value ($000) $244 Shares 4,981 Est. Cost $41.62 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $243 Shares 4,946 Est. Cost $49.13 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $242 Shares 1,618 Est. Cost $149.57 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $242 Shares 1,272 Est. Cost $195.40 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $241 Shares 5,025 Est. Cost $47.96 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $240 Shares 2,413 Est. Cost $95.13 Unrealized 0.0%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $239 Shares 2,059 Est. Cost $116.08 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $238 Shares 6,547 Est. Cost $36.35 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $236 Shares 1,991 Est. Cost $114.39 Unrealized 0.0%
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $232 Shares 4,907 Est. Cost $47.28 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $229 Shares 2,851 Est. Cost $80.32 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $228 Shares 2,999 Est. Cost $76.03 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $228 Shares 1,503 Est. Cost $147.33 Unrealized 0.0%
PDEC INNOVATOR ETFS TR 0.0%
Value ($000) $227 Shares 7,257 Est. Cost $31.28 Unrealized
BDEC INNOVATOR ETFS TR 0.0%
Value ($000) $226 Shares 6,594 Est. Cost $34.27 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $226 Shares 6,031 Est. Cost $37.66 Unrealized 0.0%
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $225 Shares 10,100 Est. Cost $22.28 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $224 Shares 514 Est. Cost $486.73 Unrealized 0.0%
GBDC GOLUB CAP BDC INC 0.0%
Value ($000) $223 Shares 14,673 Est. Cost $10.21 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $222 Shares 333 Est. Cost $666.67 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.0%
Value ($000) $220 Shares 2,405 Est. Cost $91.48 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $220 Shares 7,065 Est. Cost $31.14 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.0%
Value ($000) $219 Shares 9,942 Est. Cost $22.03 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $219 Shares 4,764 Est. Cost $45.97 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $218 Shares 4,734 Est. Cost $38.65 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $217 Shares 4,767 Est. Cost $45.52 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $216 Shares 4,213 Est. Cost $51.27 Unrealized
LIT GLOBAL X FDS 0.0%
Value ($000) $216 Shares 2,804 Est. Cost $77.03 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $215 Shares 6,660 Est. Cost $22.79 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $214 Shares 1,579 Est. Cost $119.51 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $213 Shares 2,467 Est. Cost $72.84 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $211 Shares 1,611 Est. Cost $135.88 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $206 Shares 4,041 Est. Cost $55.17 Unrealized 0.0%
IUSG ISHARES TR 0.0%
Value ($000) $206 Shares 1,947 Est. Cost $105.80 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $205 Shares 4,483 Est. Cost $45.73 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $204 Shares 19,050 Est. Cost $10.71 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $201 Shares 3,495 Est. Cost $48.99 Unrealized 0.0%
SAM BOSTON BEER INC 0.0%
Value ($000) $200 Shares 516 Est. Cost $416.96 Unrealized 0.0%
ARKF ARK ETF TR 0.0%
Value ($000) $200 Shares 6,900 Est. Cost $28.99 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $192 Shares 58,212 Est. Cost $3.30 Unrealized
DNUT KRISPY KREME INC 0.0%
Value ($000) $192 Shares 12,950 Est. Cost $14.39 Unrealized 0.0%
FIRST TR HIGH YIELD OPPRT 20 0.0%
Value ($000) $191 Shares 10,964 Est. Cost $17.42 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $174 Shares 15,423 Est. Cost $10.77 Unrealized 0.0%
RIVERNORTH FLEXIBLE MUNI INC 0.0%
Value ($000) $164 Shares 10,000 Est. Cost $20.40 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $163 Shares 14,978 Est. Cost $11.83 Unrealized -6.5%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $161 Shares 11,720 Est. Cost $13.34 Unrealized 0.0%
MGTX MEIRAGTX HLDGS PLC 0.0%
Value ($000) $148 Shares 10,650 Est. Cost $15.40 Unrealized 0.0%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $140 Shares 13,992 Est. Cost $10.01 Unrealized
NUVEEN DYNAMIC MUN OPPORTUNI 0.0%
Value ($000) $134 Shares 10,192 Est. Cost $13.15 Unrealized
AUDDIA INC 0.0%
Value ($000) $133 Shares 65,253 Est. Cost $2.04 Unrealized
WESTERN ASSET PREMIER BD FD 0.0%
Value ($000) $129 Shares 10,719 Est. Cost $12.03 Unrealized
CEL-SCI CORP 0.0%
Value ($000) $109 Shares 27,726 Est. Cost $13.85 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $98 Shares 14,764 Est. Cost $6.64 Unrealized
JUPITER WELLNESS INC 0.0%
Value ($000) $94 Shares 85,500 Est. Cost $4.40 Unrealized
ATAI LIFE SCIENCES NV 0.0%
Value ($000) $89 Shares 17,460 Est. Cost $5.10 Unrealized
ORBITAL ENERGY GROUP INC 0.0%
Value ($000) $38 Shares 20,419 Est. Cost $1.86 Unrealized
BNY MELLON HIGH YIELD STRATE 0.0%
Value ($000) $35 Shares 12,621 Est. Cost $2.77 Unrealized
CPIX CUMBERLAND PHARMACEUTICALS I 0.0%
Value ($000) $30 Shares 10,750 Est. Cost $3.33 Unrealized 0.0%
KULR TECHNOLOGY GROUP INC 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $2.20 Unrealized
AMERICAS GOLD AND SILVER COR 0.0%
Value ($000) $20 Shares 18,000 Est. Cost $1.11 Unrealized
ABEONA THERAPEUTICS INC 0.0%
Value ($000) $12 Shares 36,800 Est. Cost $0.33 Unrealized
ELECTROCORE INC 0.0%
Value ($000) $10 Shares 16,287 Est. Cost $0.61 Unrealized