WealthPlan Investment Management, LLC Diversified Active

CIK: 0001929986 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 8, 2023

Total Value ($000): $580,905 (100.0% shares, 0.0% debt)

Holdings (442)

AAPL Apple Inc 8.1%
Value ($000) $47,008 Shares 285,072 Est. Cost $164.53 Unrealized -11.6%
PEP Pepsico Incorporated 2.3%
Value ($000) $13,078 Shares 71,738 Est. Cost $150.46 Unrealized +5.5%
NUE Nucor Corp 2.1%
Value ($000) $11,918 Shares 77,153 Est. Cost $116.04 Unrealized +31.2%
WPC W.P. Carey Inc. 2.0%
Value ($000) $11,880 Shares 153,387 Est. Cost $80.47 Unrealized
FLTR VanEck Inv Grade Floating Rate ETF 2.0%
Value ($000) $11,804 Shares 472,732 Est. Cost $24.89 Unrealized
BRK/B Berkshire Hathaway Inc Class B 2.0%
Value ($000) $11,429 Shares 37,016 Est. Cost $319.91 Unrealized -3.7%
O Realty Income Corp 1.9%
Value ($000) $11,030 Shares 174,194 Est. Cost $55.53 Unrealized -0.7%
MSM MSC Industrial Direct Co Inc 1.9%
Value ($000) $10,946 Shares 130,314 Est. Cost $80.83 Unrealized +2.5%
BKH Black Hills Corp 1.9%
Value ($000) $10,805 Shares 171,236 Est. Cost $59.66 Unrealized -3.7%
CVX Chevron Corp 1.8%
Value ($000) $10,323 Shares 63,268 Est. Cost $123.75 Unrealized +20.0%
ABBV AbbVie Inc 1.8%
Value ($000) $10,303 Shares 64,649 Est. Cost $128.36 Unrealized +7.6%
GPC Genuine Parts Co 1.7%
Value ($000) $10,161 Shares 60,734 Est. Cost $116.87 Unrealized +32.6%
GGG Graco Inc 1.7%
Value ($000) $9,928 Shares 135,978 Est. Cost $67.59 Unrealized -1.1%
BUFR First Trust CBOE Vest Fund of Buffer ETF 1.7%
Value ($000) $9,826 Shares 418,669 Est. Cost $22.36 Unrealized
DEO Diageo PLC ADR 1.7%
Value ($000) $9,801 Shares 54,095 Est. Cost $196.59 Unrealized
CHRW C.H. Robinson Worldwide Inc. 1.6%
Value ($000) $9,503 Shares 95,635 Est. Cost $92.99 Unrealized -1.6%
ABT Abbott Laboratories 1.6%
Value ($000) $9,427 Shares 93,093 Est. Cost $114.06 Unrealized -12.3%
ADM Archer Daniels Midland Co 1.6%
Value ($000) $9,387 Shares 117,842 Est. Cost $71.96 Unrealized +3.4%
SYY Sysco Corporation 1.6%
Value ($000) $9,349 Shares 121,054 Est. Cost $73.09 Unrealized -3.3%
FTLS First Tr Long/Short Equity 1.6%
Value ($000) $9,248 Shares 182,009 Est. Cost $49.86 Unrealized
AMAX Starboard Invt Tr Rh Hedged Multi0Asset Income Etf 1.6%
Value ($000) $9,164 Shares 1,180,918 Est. Cost $8.76 Unrealized
TGT Target Corporation 1.6%
Value ($000) $9,120 Shares 55,061 Est. Cost $177.73 Unrealized -16.4%
JNJ Johnson & Johnson 1.6%
Value ($000) $9,078 Shares 58,570 Est. Cost $152.02 Unrealized -2.7%
HEQT Simply Exchange traded Funds Hedged Equity 1.5%
Value ($000) $8,644 Shares 365,823 Est. Cost $23.56 Unrealized
CASY Caseys General Stores Inc 1.5%
Value ($000) $8,601 Shares 39,735 Est. Cost $186.50 Unrealized +15.3%
TXN Texas Instruments Inc 1.5%
Value ($000) $8,474 Shares 45,558 Est. Cost $156.36 Unrealized +3.2%
APD Air Products & Chemicals Inc 1.5%
Value ($000) $8,465 Shares 29,473 Est. Cost $231.32 Unrealized +16.8%
VMI Valmont Industries Inc 1.4%
Value ($000) $8,372 Shares 26,221 Est. Cost $227.38 Unrealized +40.3%
GOOG Alphabet Inc Class C 1.4%
Value ($000) $8,137 Shares 78,237 Est. Cost $111.98 Unrealized -14.4%
VZ Verizon Communications 1.4%
Value ($000) $7,946 Shares 204,325 Est. Cost $38.07 Unrealized -14.1%
MINO Pimco Etf Tr Muni Income Opp 1.3%
Value ($000) $7,491 Shares 168,576 Est. Cost $44.70 Unrealized
CFR Cullen Frost Bankers 1.3%
Value ($000) $7,483 Shares 71,033 Est. Cost $124.80 Unrealized -9.2%
DGRO iShares Core Dividend Growth ETF 1.2%
Value ($000) $7,177 Shares 143,561 Est. Cost $50.59 Unrealized
VTI Vanguard Total Stock Market 1.2%
Value ($000) $6,974 Shares 34,172 Est. Cost $206.88 Unrealized
COST Costco Wholesale Corp 1.2%
Value ($000) $6,928 Shares 13,944 Est. Cost $500.83 Unrealized -5.9%
IGRO iShares Intl Dividend Growth 1.1%
Value ($000) $6,440 Shares 106,235 Est. Cost $60.01 Unrealized
MOAT VanEck Morningstar Wide Moat Research 1.1%
Value ($000) $6,413 Shares 86,861 Est. Cost $69.02 Unrealized
COWZ Pacer Fds Tr Us Cash Cows 100 1.1%
Value ($000) $6,331 Shares 134,850 Est. Cost $47.96 Unrealized
LECO Lincoln Electric Hldgs 1.1%
Value ($000) $6,321 Shares 37,378 Est. Cost $140.26 Unrealized +17.5%
MSFT Microsoft Corp 1.0%
Value ($000) $5,990 Shares 20,778 Est. Cost $291.40 Unrealized -14.4%
AZN AstraZeneca PLC ADR 1.0%
Value ($000) $5,837 Shares 84,090 Est. Cost $66.84 Unrealized
AVEM Avantis Emerging Markets Equity ETF 1.0%
Value ($000) $5,592 Shares 105,725 Est. Cost $53.75 Unrealized
BRK/A Berkshire Hathaway Cl A 1.0%
Value ($000) $5,587 Shares 12 Est. Cost $485492.47 Unrealized -3.8%
LMT Lockheed Martin Corp 0.9%
Value ($000) $5,127 Shares 10,845 Est. Cost $365.10 Unrealized +18.7%
MA Mastercard Inc 0.9%
Value ($000) $5,108 Shares 14,055 Est. Cost $351.61 Unrealized +1.7%
META Meta Platforms Inc 0.9%
Value ($000) $5,083 Shares 23,984 Est. Cost $248.19 Unrealized -31.9%
STZ Constellation Brands Inc 0.9%
Value ($000) $4,970 Shares 22,000 Est. Cost $215.98 Unrealized -2.3%
HSY The Hershey Company 0.8%
Value ($000) $4,836 Shares 19,008 Est. Cost $213.23 Unrealized +1.8%
AMZN Amazon.com Inc 0.8%
Value ($000) $4,480 Shares 43,374 Est. Cost $127.83 Unrealized -24.4%
AGOX Starboard Investment Trust Ada Ptive Growth Opp Etf 0.8%
Value ($000) $4,454 Shares 204,394 Est. Cost $21.87 Unrealized
IOCT Innovator ETFs TR Intl DV 0.7%
Value ($000) $4,346 Shares 172,202 Est. Cost $23.78 Unrealized
DHR Danaher Corp 0.7%
Value ($000) $4,327 Shares 17,169 Est. Cost $245.73 Unrealized -8.8%
TDV Proshares TR S&P Tech Dividen 0.7%
Value ($000) $3,936 Shares 64,342 Est. Cost $61.49 Unrealized
PJUL Innovator S&P 500 Power Buffer ETF 0 July 0.7%
Value ($000) $3,900 Shares 123,247 Est. Cost $29.45 Unrealized
PHDG Invesco S&P 500 Downside Hedged 0.7%
Value ($000) $3,814 Shares 116,037 Est. Cost $34.59 Unrealized
PJAN Innovator S&P 500 Power Buffer ETF 0 January 0.6%
Value ($000) $3,536 Shares 106,467 Est. Cost $30.99 Unrealized
UMBF UMB Financial Corp 0.6%
Value ($000) $3,390 Shares 58,725 Est. Cost $84.02 Unrealized -3.3%
XSEP FT CBOE Vest US Eqt Enc Md Bf ETF 0.5%
Value ($000) $3,193 Shares 98,487 Est. Cost $30.97 Unrealized
PAPR Innovator S&P 500 Power Buffer ETF 0 April 0.5%
Value ($000) $3,142 Shares 106,864 Est. Cost $28.14 Unrealized
MCHP Microchip Technology Inc 0.5%
Value ($000) $3,058 Shares 36,505 Est. Cost $63.88 Unrealized +16.3%
JEPI JPMorgan Equity Premium Income ETF 0.5%
Value ($000) $2,745 Shares 50,278 Est. Cost $55.55 Unrealized
JPM JP Morgan Chase & Co. 0.5%
Value ($000) $2,685 Shares 20,608 Est. Cost $130.54 Unrealized -1.8%
PFE Pfizer Inc 0.5%
Value ($000) $2,644 Shares 64,809 Est. Cost $42.38 Unrealized -13.8%
SIXO Allianz IM U.S. Large Cap 6 Month Buffer ETF 0.4%
Value ($000) $2,359 Shares 89,833 Est. Cost $24.93 Unrealized
TSLA Tesla Inc 0.4%
Value ($000) $2,251 Shares 10,851 Est. Cost $275.32 Unrealized -36.6%
XSVN BondBloxx Bloomberg SevenYrTrgDurUSTrETF 0.4%
Value ($000) $2,222 Shares 44,676 Est. Cost $48.83 Unrealized
LOW Lowe's Companies Inc 0.4%
Value ($000) $2,199 Shares 10,996 Est. Cost $213.37 Unrealized -9.9%
GOOGL Alphabet Inc Class A 0.4%
Value ($000) $2,118 Shares 20,420 Est. Cost $110.84 Unrealized -14.1%
UNP Union Pacific Corp 0.4%
Value ($000) $2,110 Shares 10,483 Est. Cost $228.99 Unrealized -17.3%
TLT iShares Barclays 20 Yr Treasury Bond 0.3%
Value ($000) $1,916 Shares 18,012 Est. Cost $119.44 Unrealized
RAAX VanEck Inflation Allocation ETF 0.3%
Value ($000) $1,866 Shares 73,920 Est. Cost $25.04 Unrealized
SRLN SPDR Blackstone / GSO Senior Loan ETF 0.3%
Value ($000) $1,721 Shares 41,499 Est. Cost $44.47 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.3%
Value ($000) $1,698 Shares 30,676 Est. Cost $54.92 Unrealized
ShareCare Inc A 0.3%
Value ($000) $1,672 Shares 1,177,614 Est. Cost $2.74 Unrealized
MDT Medtronic PLC 0.3%
Value ($000) $1,547 Shares 19,185 Est. Cost $92.47 Unrealized -19.4%
SPGI S&P Global Inc 0.2%
Value ($000) $1,430 Shares 4,147 Est. Cost $393.13 Unrealized -12.6%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $1,412 Shares 12,873 Est. Cost $68.74 Unrealized +45.7%
ADBE Adobe Inc 0.2%
Value ($000) $1,397 Shares 3,625 Est. Cost $481.10 Unrealized -26.1%
ROP Roper Technologies Inc 0.2%
Value ($000) $1,338 Shares 3,035 Est. Cost $439.16 Unrealized -3.4%
ZLAB Zai Lab Limited F Unsponsored Adr 1 Adr Reps Ord Shs 0.2%
Value ($000) $1,310 Shares 39,393 Est. Cost $39.96 Unrealized
SCHD Schwab US Dividend Equity 0.2%
Value ($000) $1,161 Shares 15,867 Est. Cost $75.69 Unrealized
V Visa Inc 0.2%
Value ($000) $1,155 Shares 5,122 Est. Cost $210.05 Unrealized +3.7%
SWK Stanley Black & Decker Inc 0.2%
Value ($000) $1,128 Shares 14,000 Est. Cost $121.62 Unrealized -38.3%
AMGN Amgen Inc 0.2%
Value ($000) $1,051 Shares 4,347 Est. Cost $204.60 Unrealized +9.5%
ADP Automatic Data Processing Inc 0.2%
Value ($000) $1,024 Shares 4,598 Est. Cost $196.92 Unrealized +7.4%
BX Blackstone Inc 0.2%
Value ($000) $1,024 Shares 11,652 Est. Cost $101.81 Unrealized -20.3%
TMO Thermo Fisher Scientific Inc 0.2%
Value ($000) $981 Shares 1,702 Est. Cost $552.39 Unrealized +1.1%
BA Boeing Co 0.2%
Value ($000) $960 Shares 4,518 Est. Cost $199.07 Unrealized +4.4%
SPY SPDR S&P 500 Trust 0.2%
Value ($000) $951 Shares 2,323 Est. Cost $411.98 Unrealized
MCD McDonald's Corporation 0.2%
Value ($000) $921 Shares 3,295 Est. Cost $227.78 Unrealized +10.0%
IDV iShares International Select Dividend 0.2%
Value ($000) $902 Shares 32,826 Est. Cost $29.52 Unrealized
DGRW Wisdomtree US Dividend Growth 0.2%
Value ($000) $879 Shares 14,093 Est. Cost $61.30 Unrealized
ADSK Autodesk Inc 0.2%
Value ($000) $878 Shares 4,220 Est. Cost $230.34 Unrealized -10.6%
FMC FMC Corp 0.1%
Value ($000) $851 Shares 6,965 Est. Cost $94.90 Unrealized +17.7%
IVOL Quadratic Intrst Rt Vol & Infl H ETF 0.1%
Value ($000) $835 Shares 36,755 Est. Cost $25.72 Unrealized
AMN AMN Healthcare Services Inc 0.1%
Value ($000) $815 Shares 9,820 Est. Cost $110.89 Unrealized -15.1%
NVDA NVIDIA Corp 0.1%
Value ($000) $806 Shares 2,900 Est. Cost $25.03 Unrealized -13.6%
GOLF Acushnet Holdings Corp Com 0.1%
Value ($000) $782 Shares 15,344 Est. Cost $45.19 Unrealized +7.3%
ARCC Ares Capital Corp 0.1%
Value ($000) $771 Shares 42,226 Est. Cost $14.57 Unrealized -1.6%
LNG Cheniere Energy Inc 0.1%
Value ($000) $743 Shares 4,715 Est. Cost $167.33 Unrealized -9.8%
SPBC SIMPLIFY EXCHANGE TRADED FDS SIMPLIFY US EQUITY PLUS GBT 0.1%
Value ($000) $740 Shares 32,453 Est. Cost $22.23 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $715 Shares 2,070 Est. Cost $28.75 Unrealized +15.1%
REGL Proshares Tr S&P Midcap 400 Div Aristocrats ETF 0.1%
Value ($000) $711 Shares 10,055 Est. Cost $69.70 Unrealized
LLY Eli Lilly and Company 0.1%
Value ($000) $711 Shares 2,070 Est. Cost $257.10 Unrealized +28.3%
DNL WisdomTree Global Ex0US Growth 0.1%
Value ($000) $669 Shares 18,867 Est. Cost $35.35 Unrealized
PGX Invesco Preferred ETF 0.1%
Value ($000) $664 Shares 57,830 Est. Cost $12.47 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $645 Shares 6,197 Est. Cost $84.79 Unrealized +14.5%
BOND PIMCO Total Return Active ETF 0.1%
Value ($000) $625 Shares 6,743 Est. Cost $97.43 Unrealized
IVV iShares Core S&P 500 0.1%
Value ($000) $625 Shares 1,520 Est. Cost $409.19 Unrealized
FDX FedEx Corp 0.1%
Value ($000) $590 Shares 2,581 Est. Cost $200.65 Unrealized -5.0%
EW Edwards Life Sciences Corp 0.1%
Value ($000) $571 Shares 6,900 Est. Cost $112.18 Unrealized -29.9%
BP BP PLC 0.1%
Value ($000) $547 Shares 14,406 Est. Cost $30.29 Unrealized
AEP American Electric Power Co Inc 0.1%
Value ($000) $524 Shares 5,759 Est. Cost $79.52 Unrealized +3.2%
WERN Werner Enterprises Inc 0.1%
Value ($000) $521 Shares 11,445 Est. Cost $43.74 Unrealized +3.8%
PII Polaris Inc 0.1%
Value ($000) $514 Shares 4,644 Est. Cost $113.96 Unrealized -2.8%
MO Altria Group Inc 0.1%
Value ($000) $487 Shares 10,920 Est. Cost $37.13 Unrealized -2.3%
WFC Wells Fargo & Co 0.1%
Value ($000) $480 Shares 12,846 Est. Cost $48.49 Unrealized -16.5%
BMY Bristol0Myers Squibb Company 0.1%
Value ($000) $474 Shares 6,838 Est. Cost $57.79 Unrealized +6.4%
DOW Dow Inc 0.1%
Value ($000) $467 Shares 8,521 Est. Cost $47.26 Unrealized +0.1%
VBK Vanguard Small0Cap Growth 0.1%
Value ($000) $457 Shares 2,111 Est. Cost $220.76 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $456 Shares 15,954 Est. Cost $38.63 Unrealized -20.9%
DFEB FT Cboe Vest US Equity Deep Bffr ETF Feb 0.1%
Value ($000) $446 Shares 13,274 Est. Cost $34.51 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $431 Shares 911 Est. Cost $453.75 Unrealized +0.8%
CINF Cincinnati Financial 0.1%
Value ($000) $430 Shares 3,832 Est. Cost $111.09 Unrealized -5.1%
XYZ Block Inc 0.1%
Value ($000) $414 Shares 6,037 Est. Cost $119.06 Unrealized -37.1%
ZM Zoom Video Communications Inc 0.1%
Value ($000) $410 Shares 5,558 Est. Cost $122.53 Unrealized -41.2%
SHY iShares 103 Year Treasury Bond ETF 0.1%
Value ($000) $405 Shares 4,931 Est. Cost $81.42 Unrealized
CRSP Crispr Therapeutics AG 0.1%
Value ($000) $400 Shares 8,850 Est. Cost $60.58 Unrealized -19.8%
PMAY Innovator S&P 500 Power Buffer ETF 0 May 0.1%
Value ($000) $393 Shares 13,629 Est. Cost $28.77 Unrealized
HON Honeywell International 0.1%
Value ($000) $382 Shares 2,000 Est. Cost $170.76 Unrealized +3.4%
XYL Xylem Inc 0.1%
Value ($000) $377 Shares 3,600 Est. Cost $91.39 Unrealized +10.4%
EYLD Cambria Emerging Markets Shareholder Yield 0.1%
Value ($000) $370 Shares 12,984 Est. Cost $29.80 Unrealized
TSN Tyson Foods Inc 0.1%
Value ($000) $347 Shares 5,841 Est. Cost $68.50 Unrealized -19.0%
XSOE WisdomTree EmMkts ex0Stt0Ownd Entrprs 0.1%
Value ($000) $342 Shares 12,281 Est. Cost $30.35 Unrealized
MKL Markel Corp 0.1%
Value ($000) $326 Shares 255 Est. Cost $1291.81 Unrealized +2.8%
SCHP Schwab US TIPS 0.1%
Value ($000) $317 Shares 5,907 Est. Cost $53.88 Unrealized
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $314 Shares 1,229 Est. Cost $292.14 Unrealized -15.7%
Chargepoint Holdings 0.1%
Value ($000) $310 Shares 29,600 Est. Cost $12.30 Unrealized
DUK Duke Energy Corp 0.1%
Value ($000) $304 Shares 3,151 Est. Cost $88.55 Unrealized -0.4%
MKC McCormick & Co Inc 0.0%
Value ($000) $288 Shares 3,466 Est. Cost $89.56 Unrealized -20.6%
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $287 Shares 4,121 Est. Cost $58.64 Unrealized +4.2%
CMCSA Comcast Corp A 0.0%
Value ($000) $284 Shares 7,489 Est. Cost $42.37 Unrealized -18.3%
LEAD Siren Etf Tr Divcn LDRS 0.0%
Value ($000) $281 Shares 5,302 Est. Cost $51.55 Unrealized
DDEC First Tr Exchng Traded Fd Viii Ft Cboe Deep Bfr 0.0%
Value ($000) $276 Shares 8,620 Est. Cost $30.70 Unrealized
EMB iShares JP Morgan USD Emerging Mrkts Bond ETF 0.0%
Value ($000) $272 Shares 3,151 Est. Cost $88.11 Unrealized
DRSK Aptus Defined Risk 0.0%
Value ($000) $255 Shares 9,833 Est. Cost $26.97 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $254 Shares 1,147 Est. Cost $200.76 Unrealized +17.4%
LW Lamb Weston Holdings 0.0%
Value ($000) $249 Shares 2,382 Est. Cost $58.14 Unrealized +61.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $248 Shares 1,920 Est. Cost $116.03 Unrealized +5.4%
Green Plains Partners LP 0.0%
Value ($000) $239 Shares 18,812 Est. Cost $14.21 Unrealized
PFF iShares Preferred & Income Securities ETF 0.0%
Value ($000) $229 Shares 7,328 Est. Cost $33.72 Unrealized
IVW iShares S&P 500 Growth 0.0%
Value ($000) $226 Shares 3,533 Est. Cost $66.78 Unrealized
PFEB Innovator S&P 500 Power Buffer ETF 0 February 0.0%
Value ($000) $224 Shares 7,651 Est. Cost $28.00 Unrealized
DE Deere & Company 0.0%
Value ($000) $214 Shares 519 Est. Cost $359.25 Unrealized +10.5%
PCEF Invesco CEF Income Composite 0.0%
Value ($000) $214 Shares 11,723 Est. Cost $20.53 Unrealized
VLY Valley National Bancorp 0.0%
Value ($000) $212 Shares 22,964 Est. Cost $13.94 Unrealized -20.6%
NVR NVR Inc 0.0%
Value ($000) $206 Shares 37 Est. Cost $5095.14 Unrealized +1.3%
F Ford Motor Company 0.0%
Value ($000) $205 Shares 16,297 Est. Cost $14.34 Unrealized -28.9%
CAT Caterpillar Inc 0.0%
Value ($000) $204 Shares 890 Est. Cost $196.36 Unrealized +17.4%
IBM International Business Machines 0.0%
Value ($000) $198 Shares 1,511 Est. Cost $112.89 Unrealized +6.9%
QCOM Qualcomm Incorporated 0.0%
Value ($000) $192 Shares 1,503 Est. Cost $147.93 Unrealized -21.3%
HOLX Hologic Inc 0.0%
Value ($000) $188 Shares 2,330 Est. Cost $80.50 Unrealized 0.0%
RODM Hartford Multifactor Developed Markets (exUS) 0.0%
Value ($000) $182 Shares 6,922 Est. Cost $27.53 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $181 Shares 1,699 Est. Cost $70.95 Unrealized +39.1%
VSH Vishay Intertechnology Inc 0.0%
Value ($000) $173 Shares 7,663 Est. Cost $20.68 Unrealized 0.0%
PG Procter & Gamble Co 0.0%
Value ($000) $173 Shares 1,164 Est. Cost $140.98 Unrealized -5.5%
GM General Motors Co 0.0%
Value ($000) $164 Shares 4,484 Est. Cost $46.57 Unrealized -21.2%
UBER Uber Technologies Inc 0.0%
Value ($000) $164 Shares 5,184 Est. Cost $31.72 Unrealized 0.0%
Z Zillow Group Inc C 0.0%
Value ($000) $160 Shares 3,599 Est. Cost $42.49 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $156 Shares 336 Est. Cost $112.05 Unrealized -22.3%
FS Credit Opportunity Corp. 0.0%
Value ($000) $153 Shares 34,455 Est. Cost $4.67 Unrealized
Sage Therapeutics Inc 0.0%
Value ($000) $152 Shares 3,617 Est. Cost $41.96 Unrealized
MNA IQ Merger Arbitrage 0.0%
Value ($000) $151 Shares 4,765 Est. Cost $31.77 Unrealized
BSX Boston Scientific 0.0%
Value ($000) $149 Shares 2,983 Est. Cost $47.13 Unrealized 0.0%
NKE Nike Inc Class B 0.0%
Value ($000) $149 Shares 1,211 Est. Cost $131.94 Unrealized -11.6%
KO Coca Cola Company 0.0%
Value ($000) $149 Shares 2,395 Est. Cost $54.22 Unrealized +2.2%
VLO Valero Energy Corp 0.0%
Value ($000) $144 Shares 1,034 Est. Cost $114.07 Unrealized +7.8%
QUAL iShares MSCI USA Quality Factor ETF 0.0%
Value ($000) $143 Shares 1,155 Est. Cost $122.45 Unrealized
SUSL iShares ESG MSCI USA Leaders ETF 0.0%
Value ($000) $140 Shares 1,968 Est. Cost $71.26 Unrealized
PJUN Innovator S&P 500 Power Buffer ETF 0 June 0.0%
Value ($000) $140 Shares 4,539 Est. Cost $30.89 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $131 Shares 800 Est. Cost $144.69 Unrealized +1.2%
Aspen Technology Inc 0.0%
Value ($000) $129 Shares 562 Est. Cost $228.87 Unrealized
MDIV First Trust Multi0Asset Diversified Income 0.0%
Value ($000) $128 Shares 8,705 Est. Cost $14.66 Unrealized
PCAR Paccar Inc 0.0%
Value ($000) $126 Shares 1,728 Est. Cost $64.13 Unrealized 0.0%
USB US Bancorp 0.0%
Value ($000) $125 Shares 3,454 Est. Cost $47.72 Unrealized -19.1%
BBDC Barings BDC Inc 0.0%
Value ($000) $123 Shares 15,431 Est. Cost $6.94 Unrealized -14.1%
ALL Allstate Corp 0.0%
Value ($000) $122 Shares 1,098 Est. Cost $114.28 Unrealized +3.4%
HD Home Depot Inc 0.0%
Value ($000) $121 Shares 410 Est. Cost $312.27 Unrealized -8.9%
CSCO Cisco Systems Inc 0.0%
Value ($000) $121 Shares 2,306 Est. Cost $48.26 Unrealized -7.1%
SONO Sonos Inc 0.0%
Value ($000) $115 Shares 5,875 Est. Cost $25.00 Unrealized -23.7%
ZTS Zoetis Inc 0.0%
Value ($000) $111 Shares 670 Est. Cost $159.02 Unrealized 0.0%
UPS United Parcel Service Inc 0.0%
Value ($000) $109 Shares 560 Est. Cost $174.40 Unrealized -9.3%
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $109 Shares 320 Est. Cost $339.32 Unrealized
AGNC AGNC Invt Corp 0.0%
Value ($000) $107 Shares 10,583 Est. Cost $10.55 Unrealized
DECW Aim Etf Products Trust Us Lrg Cp Buf20 0.0%
Value ($000) $105 Shares 4,110 Est. Cost $25.50 Unrealized
VEEV Veeva Systems Inc 0.0%
Value ($000) $104 Shares 564 Est. Cost $170.59 Unrealized 0.0%
XLU SPDR Utilities Select Sector 0.0%
Value ($000) $102 Shares 1,500 Est. Cost $71.22 Unrealized
QYLD Global X Nasdaq 100 Covered Call ETF 0.0%
Value ($000) $101 Shares 5,886 Est. Cost $17.15 Unrealized
DAUG FT CBOE Vest US Equity Deep Bfr ETF Aug 0.0%
Value ($000) $100 Shares 3,109 Est. Cost $33.33 Unrealized
HIG Hartford Financial Svcs 0.0%
Value ($000) $98 Shares 1,400 Est. Cost $70.19 Unrealized 0.0%
QQQ Invesco QQQ Trust Series 1 0.0%
Value ($000) $96 Shares 299 Est. Cost $313.25 Unrealized
GLD SPDR Gold Shares 0.0%
Value ($000) $93 Shares 508 Est. Cost $169.86 Unrealized
NUEM NuShares ESG Emerging Markets Equity ETF 0.0%
Value ($000) $93 Shares 3,460 Est. Cost $26.87 Unrealized
IWM iShares Russell 2000 ETF 0.0%
Value ($000) $92 Shares 514 Est. Cost $187.15 Unrealized
DLN WisdomTree LargeCap Dividend 0.0%
Value ($000) $91 Shares 1,466 Est. Cost $61.86 Unrealized
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.0%
Value ($000) $87 Shares 2,809 Est. Cost $31.77 Unrealized
VXUS Vanguard Total Intl Stock Index 0.0%
Value ($000) $86 Shares 1,561 Est. Cost $55.21 Unrealized
SMOG VanEck Low Carbon Energy 0.0%
Value ($000) $86 Shares 709 Est. Cost $121.51 Unrealized
SPOT Spotify Technology SA 0.0%
Value ($000) $86 Shares 642 Est. Cost $170.66 Unrealized -32.9%
GIS General Mills Inc 0.0%
Value ($000) $83 Shares 975 Est. Cost $71.95 Unrealized 0.0%
CVS CVS Health Corp 0.0%
Value ($000) $82 Shares 1,100 Est. Cost $87.25 Unrealized -13.8%
W Wayfair Inc 0.0%
Value ($000) $79 Shares 2,297 Est. Cost $44.28 Unrealized 0.0%
VEU Vanguard FTSE All0World ex0US Index ETF 0.0%
Value ($000) $79 Shares 1,470 Est. Cost $53.81 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $78 Shares 936 Est. Cost $74.68 Unrealized 0.0%
JCI Johnson Controls International 0.0%
Value ($000) $77 Shares 1,283 Est. Cost $60.72 Unrealized 0.0%
VXF Vanguard Extended Market Index 0.0%
Value ($000) $77 Shares 548 Est. Cost $136.87 Unrealized
EXPD Expeditors International of Wash 0.0%
Value ($000) $77 Shares 696 Est. Cost $104.74 Unrealized 0.0%
VTRS Viatris Inc 0.0%
Value ($000) $76 Shares 7,851 Est. Cost $9.69 Unrealized 0.0%
LNT Alliant Energy Corp 0.0%
Value ($000) $73 Shares 1,372 Est. Cost $48.28 Unrealized 0.0%
VV Vanguard Large0Cap Index Fund ETF 0.0%
Value ($000) $72 Shares 385 Est. Cost $186.81 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $71 Shares 87 Est. Cost $750.05 Unrealized 0.0%
PM Philip Morris International Inc 0.0%
Value ($000) $71 Shares 734 Est. Cost $82.58 Unrealized +5.3%
MRNA Moderna Inc Com 0.0%
Value ($000) $68 Shares 445 Est. Cost $164.97 Unrealized 0.0%
USMV iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $68 Shares 928 Est. Cost $73.49 Unrealized
DAPR First TR Exchange Traded FD VIII Cboe Vest US Dep 0.0%
Value ($000) $67 Shares 2,264 Est. Cost $30.38 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $67 Shares 495 Est. Cost $117.57 Unrealized 0.0%
DHS WisdomTree High Dividend Fund 0.0%
Value ($000) $66 Shares 800 Est. Cost $82.27 Unrealized
INTC Intel Corp 0.0%
Value ($000) $65 Shares 2,000 Est. Cost $45.67 Unrealized -39.7%
IBB iShares Biotechnology ETF 0.0%
Value ($000) $65 Shares 503 Est. Cost $129.08 Unrealized
ETN Eaton Corp PLC 0.0%
Value ($000) $64 Shares 375 Est. Cost $146.94 Unrealized +9.0%
CLX Clorox Co 0.0%
Value ($000) $64 Shares 405 Est. Cost $136.24 Unrealized 0.0%
EMCR Xtrackers MSCI ACWI ex USA ESG Ldrs Eq 0.0%
Value ($000) $63 Shares 2,355 Est. Cost $26.84 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $62 Shares 755 Est. Cost $86.71 Unrealized -4.7%
TAN Invesco Solar ETF 0.0%
Value ($000) $62 Shares 799 Est. Cost $77.63 Unrealized
PNOV Innovator S&P 500 Power Buffer ETF 0 November 0.0%
Value ($000) $61 Shares 1,911 Est. Cost $29.11 Unrealized
ITT ITT Inc 0.0%
Value ($000) $60 Shares 700 Est. Cost $87.90 Unrealized 0.0%
PAUG Innovator S&P 500 Power Buffer ETF 0 August 0.0%
Value ($000) $59 Shares 2,013 Est. Cost $29.01 Unrealized
FBIN Fortune Brands Innovations Inc 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $58.22 Unrealized 0.0%
BABA Alibaba Group Holding Limited ADR 0.0%
Value ($000) $58 Shares 567 Est. Cost $97.07 Unrealized
WMT Walmart Inc 0.0%
Value ($000) $57 Shares 390 Est. Cost $44.29 Unrealized +3.4%
KR Kroger Company 0.0%
Value ($000) $57 Shares 1,162 Est. Cost $42.89 Unrealized 0.0%
CME CME Group Inc 0.0%
Value ($000) $55 Shares 286 Est. Cost $161.97 Unrealized 0.0%
MET MetLife Inc 0.0%
Value ($000) $51 Shares 883 Est. Cost $61.77 Unrealized 0.0%
UJAN Innovator S&P 500 Ultra Buffer ETF 0 January 0.0%
Value ($000) $51 Shares 1,630 Est. Cost $31.09 Unrealized
Invesco Quality Municipal Income Trust 0.0%
Value ($000) $49 Shares 4,911 Est. Cost $10.08 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $49 Shares 521 Est. Cost $88.56 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $48 Shares 875 Est. Cost $47.99 Unrealized 0.0%
GSLC Goldman Sachs Activebeta US LC ETF 0.0%
Value ($000) $48 Shares 592 Est. Cost $81.22 Unrealized
IXJ iShares Global Healthcare ETF 0.0%
Value ($000) $47 Shares 560 Est. Cost $83.36 Unrealized
BlackRock MuniAssets Fund 0.0%
Value ($000) $46 Shares 4,406 Est. Cost $10.53 Unrealized
XLV SPDR Health Care Select Sector 0.0%
Value ($000) $46 Shares 357 Est. Cost $136.34 Unrealized
GD General Dynamics Corporation 0.0%
Value ($000) $46 Shares 200 Est. Cost $217.74 Unrealized 0.0%
CRM Salesforce Inc 0.0%
Value ($000) $45 Shares 224 Est. Cost $166.88 Unrealized 0.0%
COLL Collegium Pharmaceutical Inc 0.0%
Value ($000) $45 Shares 1,859 Est. Cost $26.52 Unrealized 0.0%
ICLN iShares Global Clean Energy ETF 0.0%
Value ($000) $44 Shares 2,222 Est. Cost $19.78 Unrealized
DIAL Columbia Etf Tr I Diversified Fxd 0.0%
Value ($000) $43 Shares 2,426 Est. Cost $18.29 Unrealized
IGV iShares Expanded Tech Software0Sector ETF 0.0%
Value ($000) $43 Shares 141 Est. Cost $303.67 Unrealized
ENB Enbridge Inc 0.0%
Value ($000) $42 Shares 1,113 Est. Cost $32.44 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $42 Shares 1,168 Est. Cost $35.58 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $42 Shares 191 Est. Cost $182.57 Unrealized 0.0%
JPST JPMorgan Ultra0Short Income ETF 0.0%
Value ($000) $41 Shares 818 Est. Cost $50.23 Unrealized
FTSM First Tr Enhanced Short Maturity 0.0%
Value ($000) $41 Shares 687 Est. Cost $59.52 Unrealized
DIS Walt Disney Co 0.0%
Value ($000) $40 Shares 398 Est. Cost $134.26 Unrealized -26.6%
ES Eversource Energy 0.0%
Value ($000) $39 Shares 502 Est. Cost $69.36 Unrealized 0.0%
WSO Watsco Inc 0.0%
Value ($000) $39 Shares 122 Est. Cost $293.75 Unrealized 0.0%
HCAT Health Catalyst Inc 0.0%
Value ($000) $39 Shares 3,326 Est. Cost $12.75 Unrealized 0.0%
XLK SPDR Technology Select Sector 0.0%
Value ($000) $38 Shares 249 Est. Cost $141.57 Unrealized
PENN Penn Entertainment Inc 0.0%
Value ($000) $38 Shares 1,266 Est. Cost $31.00 Unrealized 0.0%
NOBL Proshares Trust S&P 500 Aristocrats 0.0%
Value ($000) $37 Shares 409 Est. Cost $92.63 Unrealized
MUB iShares National Muni Bond 0.0%
Value ($000) $35 Shares 328 Est. Cost $106.62 Unrealized
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer 10 Jan/Jul ETF 0.0%
Value ($000) $34 Shares 1,454 Est. Cost $23.58 Unrealized
VYM Vanguard High Dividend Yield 0.0%
Value ($000) $33 Shares 309 Est. Cost $108.03 Unrealized
XLE SPDR Energy Select Sector ETF 0.0%
Value ($000) $32 Shares 390 Est. Cost $75.13 Unrealized
PBD Invesco Global Clean Energy 0.0%
Value ($000) $32 Shares 1,616 Est. Cost $19.71 Unrealized
GPRE Green Plains Inc 0.0%
Value ($000) $31 Shares 986 Est. Cost $32.61 Unrealized 0.0%
CG The Carlyle Group Inc 0.0%
Value ($000) $30 Shares 959 Est. Cost $30.06 Unrealized 0.0%
POCT Innovator US Equity Power Buffer ETF 0 October 0.0%
Value ($000) $30 Shares 938 Est. Cost $31.63 Unrealized
WY Weyerhaeuser Inc 0.0%
Value ($000) $29 Shares 972 Est. Cost $28.59 Unrealized 0.0%
CION CION Investment Corporation 0.0%
Value ($000) $29 Shares 2,907 Est. Cost $6.43 Unrealized +4.3%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $28 Shares 144 Est. Cost $184.71 Unrealized 0.0%
HYD VanEck High Yield Muni 0.0%
Value ($000) $27 Shares 531 Est. Cost $51.74 Unrealized
VUG Vanguard Growth 0.0%
Value ($000) $26 Shares 105 Est. Cost $248.04 Unrealized
IJH iShares Core S&P Mid0Cap ETF 0.0%
Value ($000) $26 Shares 102 Est. Cost $249.29 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $25 Shares 593 Est. Cost $37.40 Unrealized 0.0%
NOK Nokia Corp 0.0%
Value ($000) $25 Shares 5,000 Est. Cost $4.91 Unrealized
FTCS First Tr Capital Strength ETF Db Strategic Value Index 0.0%
Value ($000) $24 Shares 329 Est. Cost $72.94 Unrealized
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $23 Shares 568 Est. Cost $43.41 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $23 Shares 1,025 Est. Cost $21.07 Unrealized
CL Colgate0Palmolive Co 0.0%
Value ($000) $23 Shares 300 Est. Cost $69.59 Unrealized 0.0%
DECK Deckers Outdoor Corp 0.0%
Value ($000) $22 Shares 50 Est. Cost $69.90 Unrealized 0.0%
ABNB Airbnb Inc 0.0%
Value ($000) $22 Shares 179 Est. Cost $114.18 Unrealized 0.0%
FVD First Trust Value Line Dividend Index Fund 0.0%
Value ($000) $21 Shares 529 Est. Cost $40.50 Unrealized
IJK iShares S&P Mid Cap 400 Growth ETF 0.0%
Value ($000) $21 Shares 290 Est. Cost $71.54 Unrealized
DVN Devon Energy Corporation 0.0%
Value ($000) $20 Shares 393 Est. Cost $50.57 Unrealized 0.0%
MAIN MainStreet Capital Corp 0.0%
Value ($000) $20 Shares 500 Est. Cost $40.88 Unrealized -3.6%
PINS Pinterest Inc Cl A 0.0%
Value ($000) $19 Shares 708 Est. Cost $25.91 Unrealized 0.0%
NWN Northwest Natural Hldg Co 0.0%
Value ($000) $19 Shares 394 Est. Cost $48.34 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $18 Shares 300 Est. Cost $53.63 Unrealized 0.0%
SHYG iShares 005 Year High Yield Corporate Bond 0.0%
Value ($000) $18 Shares 426 Est. Cost $41.39 Unrealized
THC Tenet Healthcare Corp 0.0%
Value ($000) $18 Shares 297 Est. Cost $55.58 Unrealized 0.0%
SHEL Shell PLC A Spons ADR 0.0%
Value ($000) $17 Shares 304 Est. Cost $57.54 Unrealized
TRV The Travelers Companies Inc 0.0%
Value ($000) $17 Shares 100 Est. Cost $172.02 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $17 Shares 110 Est. Cost $141.72 Unrealized 0.0%
COF Capital One Financial Corp 0.0%
Value ($000) $15 Shares 158 Est. Cost $99.69 Unrealized 0.0%
DD DuPont de Nemours Inc 0.0%
Value ($000) $15 Shares 211 Est. Cost $28.67 Unrealized 0.0%
CEG Constellation Energy Corp 0.0%
Value ($000) $15 Shares 192 Est. Cost $79.03 Unrealized 0.0%
Sun Power Corporation 0.0%
Value ($000) $15 Shares 1,070 Est. Cost $13.84 Unrealized
CC The Chemours Company 0.0%
Value ($000) $15 Shares 493 Est. Cost $29.44 Unrealized 0.0%
OPRX Optimizerx Corp 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $16.73 Unrealized 0.0%
GH Guardant Health Inc 0.0%
Value ($000) $14 Shares 610 Est. Cost $28.56 Unrealized 0.0%
GE General Electric Company 0.0%
Value ($000) $13 Shares 138 Est. Cost $58.52 Unrealized +12.6%
DBA Invesco DB Agriculture 0.0%
Value ($000) $13 Shares 615 Est. Cost $20.43 Unrealized
LEN Lennar Corp Class A 0.0%
Value ($000) $12 Shares 118 Est. Cost $92.73 Unrealized 0.0%
NNI Nelnet Inc 0.0%
Value ($000) $12 Shares 135 Est. Cost $92.66 Unrealized 0.0%
DAL Delta Air Lines 0.0%
Value ($000) $12 Shares 354 Est. Cost $37.19 Unrealized -3.0%
CI The Cigna Group 0.0%
Value ($000) $12 Shares 48 Est. Cost $276.18 Unrealized 0.0%
PANW Palo Alto Networks Com 0.0%
Value ($000) $12 Shares 60 Est. Cost $84.74 Unrealized 0.0%
HLN Haleon Plc Shs Adr 0.0%
Value ($000) $12 Shares 1,461 Est. Cost $8.14 Unrealized
TMUS T0Mobile US Inc Com 0.0%
Value ($000) $12 Shares 81 Est. Cost $139.96 Unrealized 0.0%
PLUG Plug Power Inc 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $14.30 Unrealized 0.0%
Marathon Oil Corp 0.0%
Value ($000) $12 Shares 484 Est. Cost $23.96 Unrealized
ETSY Etsy Inc 0.0%
Value ($000) $11 Shares 101 Est. Cost $124.01 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $11 Shares 79 Est. Cost $139.61 Unrealized 0.0%
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $11 Shares 72 Est. Cost $153.47 Unrealized
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value ($000) $10 Shares 75 Est. Cost $115.66 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $10 Shares 178 Est. Cost $53.46 Unrealized 0.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $10 Shares 50 Est. Cost $204.24 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $10 Shares 192 Est. Cost $70.22 Unrealized 0.0%
IQ CPI Inflation Hedged 0.0%
Value ($000) $10 Shares 382 Est. Cost $25.44 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $9 Shares 126 Est. Cost $63.59 Unrealized +19.9%
EMET Vaneck Green Metals Etf 0.0%
Value ($000) $9 Shares 317 Est. Cost $28.37 Unrealized
AA Alcoa Corporation 0.0%
Value ($000) $9 Shares 210 Est. Cost $46.51 Unrealized 0.0%
Calamos Convertible Opps & income 0.0%
Value ($000) $9 Shares 817 Est. Cost $10.51 Unrealized
BDX Becton, Dickinson and Company 0.0%
Value ($000) $8 Shares 33 Est. Cost $232.23 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $8 Shares 50 Est. Cost $169.76 Unrealized 0.0%
MBC Masterbrand Inc 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.82 Unrealized 0.0%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $8 Shares 26 Est. Cost $314.59 Unrealized 0.0%
LYV Live Nation Inc 0.0%
Value ($000) $8 Shares 112 Est. Cost $73.32 Unrealized 0.0%
CSGP CoStar Group Inc 0.0%
Value ($000) $8 Shares 110 Est. Cost $73.79 Unrealized 0.0%
NB Niocorp Developments Ltd 0.0%
Value ($000) $8 Shares 1,183 Est. Cost $6.80 Unrealized 0.0%
TXT Textron Inc 0.0%
Value ($000) $7 Shares 105 Est. Cost $71.09 Unrealized 0.0%
C Citigroup Inc 0.0%
Value ($000) $7 Shares 158 Est. Cost $44.28 Unrealized 0.0%
LGND Ligand Pharmaceuticals Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $71.09 Unrealized 0.0%
BKE Buckle Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $24.77 Unrealized +25.5%
GLW Corning Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $32.11 Unrealized 0.0%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $7 Shares 319 Est. Cost $20.74 Unrealized 0.0%
KMI Kinder Morgan Inc 0.0%
Value ($000) $7 Shares 400 Est. Cost $15.24 Unrealized 0.0%
VNQ Vanguard Real Estate 0.0%
Value ($000) $7 Shares 84 Est. Cost $82.90 Unrealized
WOR Worthington Industries Inc 0.0%
Value ($000) $7 Shares 105 Est. Cost $35.38 Unrealized 0.0%
PSX Phillips 66 0.0%
Value ($000) $7 Shares 66 Est. Cost $91.66 Unrealized 0.0%
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.0%
Value ($000) $7 Shares 158 Est. Cost $42.21 Unrealized
COIN Coinbase 0.0%
Value ($000) $7 Shares 98 Est. Cost $59.88 Unrealized 0.0%
ACVF Etf Opportunities Tr Amern Conservative Values Etf 0.0%
Value ($000) $6 Shares 196 Est. Cost $31.51 Unrealized
First Trust RiverFront Dynamic Eurp ETF 0.0%
Value ($000) $6 Shares 99 Est. Cost $60.48 Unrealized
NEE NextEra Energy Inc 0.0%
Value ($000) $6 Shares 77 Est. Cost $72.65 Unrealized -2.7%
AXP American Express Co 0.0%
Value ($000) $6 Shares 35 Est. Cost $160.00 Unrealized 0.0%
Fuelcell Energy Inc 0.0%
Value ($000) $6 Shares 1,985 Est. Cost $2.85 Unrealized
BIDU Baidu.Com Inc ADR 0.0%
Value ($000) $6 Shares 37 Est. Cost $150.92 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $6 Shares 17 Est. Cost $323.64 Unrealized 0.0%
CTVA Corteva Inc 0.0%
Value ($000) $6 Shares 92 Est. Cost $59.12 Unrealized 0.0%
Surmodics Inc 0.0%
Value ($000) $5 Shares 238 Est. Cost $22.78 Unrealized
XLP SPDR Consumer Staples Select Sector 0.0%
Value ($000) $5 Shares 72 Est. Cost $74.71 Unrealized
SOXX iShares PHLX SOX Semiconductor 0.0%
Value ($000) $5 Shares 12 Est. Cost $445.75 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $5 Shares 25 Est. Cost $252.93 Unrealized -14.3%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.90 Unrealized
QS Quantumscape Corp Com Cl A 0.0%
Value ($000) $5 Shares 628 Est. Cost $8.12 Unrealized 0.0%
RITM RITHM Capital Corp 0.0%
Value ($000) $5 Shares 634 Est. Cost $8.00 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $5 Shares 275 Est. Cost $19.02 Unrealized 0.0%
FEX First Trust Large Cap Core Alphadex 0.0%
Value ($000) $5 Shares 62 Est. Cost $82.87 Unrealized
SMR NUSCALE PWR CORP CLASS A 0.0%
Value ($000) $5 Shares 550 Est. Cost $10.03 Unrealized 0.0%
ADNT Adient PLC 0.0%
Value ($000) $5 Shares 116 Est. Cost $41.75 Unrealized 0.0%
LITE Lumentum Holdings Inc 0.0%
Value ($000) $5 Shares 84 Est. Cost $55.80 Unrealized 0.0%
IXN iShares Global Tech ETF 0.0%
Value ($000) $4 Shares 82 Est. Cost $54.12 Unrealized
XLB SPDR Materials Select Sector 0.0%
Value ($000) $4 Shares 51 Est. Cost $80.67 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $4 Shares 52 Est. Cost $132.78 Unrealized -42.1%
PCG PG & E Corp 0.0%
Value ($000) $4 Shares 243 Est. Cost $15.62 Unrealized 0.0%
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $4 Shares 44 Est. Cost $71.08 Unrealized 0.0%
Maxeon Solar Technologies Ltd 0.0%
Value ($000) $4 Shares 133 Est. Cost $26.54 Unrealized
United States Natural Gas ETF 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.94 Unrealized
CMG Chipotle Mexican Grill 0.0%
Value ($000) $3 Shares 2 Est. Cost $31.42 Unrealized 0.0%
MGM MGM Resorts International 0.0%
Value ($000) $3 Shares 74 Est. Cost $41.55 Unrealized 0.0%
TFC Truist Financial Corp 0.0%
Value ($000) $3 Shares 92 Est. Cost $50.63 Unrealized -26.3%
Bitwise Crypto Industry Innovators ETF 0.0%
Value ($000) $3 Shares 518 Est. Cost $5.87 Unrealized
WAB Wabtec Corporation 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.52 Unrealized 0.0%
SOFI Sofi Technologies Inc 0.0%
Value ($000) $3 Shares 419 Est. Cost $6.06 Unrealized 0.0%
QPX Advisorshares Tr Q Dynamic Growth 0.0%
Value ($000) $3 Shares 101 Est. Cost $25.17 Unrealized
OGN Organon & Co 0.0%
Value ($000) $2 Shares 104 Est. Cost $23.27 Unrealized 0.0%
BITO Proshares TR Bitcoin Strat E 0.0%
Value ($000) $2 Shares 138 Est. Cost $17.52 Unrealized
FDL First TR Morningstar Divid Leaders Index 0.0%
Value ($000) $2 Shares 67 Est. Cost $35.51 Unrealized
MLPX Global X MLP & Energy Infrastructure 0.0%
Value ($000) $2 Shares 57 Est. Cost $39.95 Unrealized
FAN First Trust ISE Global Wind Energy Index 0.0%
Value ($000) $2 Shares 127 Est. Cost $17.86 Unrealized
ANNX Annexon Inc Com 0.0%
Value ($000) $2 Shares 561 Est. Cost $5.50 Unrealized 0.0%
WBD Warner Bros Discovery Inc Series A 0.0%
Value ($000) $2 Shares 139 Est. Cost $14.23 Unrealized 0.0%
OABI OmniAb Inc 0.0%
Value ($000) $2 Shares 562 Est. Cost $3.78 Unrealized 0.0%
HUN Huntsman Corp 0.0%
Value ($000) $2 Shares 75 Est. Cost $29.80 Unrealized 0.0%
SOCL Global X Social Media ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $37.13 Unrealized
SDIV Global X SuperDividend 0.0%
Value ($000) $2 Shares 79 Est. Cost $23.04 Unrealized
BBWI Bath & Body Works Inc 0.0%
Value ($000) $2 Shares 47 Est. Cost $38.62 Unrealized 0.0%
BND Vanguard Total Bond Market 0.0%
Value ($000) $1 Shares 20 Est. Cost $73.07 Unrealized
TDOC Teladoc Health Inc 0.0%
Value ($000) $1 Shares 52 Est. Cost $26.76 Unrealized 0.0%
VTR Ventas Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $43.58 Unrealized 0.0%
Zimvie Inc 0.0%
Value ($000) $1 Shares 180 Est. Cost $7.23 Unrealized
BSV Vanguard Short0Term Bond Index ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.92 Unrealized
TTD The Trade Desk Inc Com Cl A 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.23 Unrealized 0.0%
Canopy Growth Corporation 0.0%
Value ($000) $1 Shares 624 Est. Cost $1.75 Unrealized
NYC American Strategic Invest Co A 0.0%
Value ($000) $1 Shares 125 Est. Cost $10.25 Unrealized 0.0%
T AT&T Inc 0.0%
Value ($000) $1 Shares 55 Est. Cost $14.97 Unrealized +9.3%
INDI Indie Semiconductor Inc A 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.94 Unrealized 0.0%
TROW T. Rowe Price Group Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $99.51 Unrealized 0.0%
LMND Lemonade Inc 0.0%
Value ($000) $1 Shares 68 Est. Cost $15.20 Unrealized 0.0%
TWLO Twilio Inc Cl A 0.0%
Value ($000) $1 Shares 14 Est. Cost $61.68 Unrealized 0.0%
PFX Phenixfin Corp 0.0%
Value ($000) $1 Shares 25 Est. Cost $33.63 Unrealized 0.0%
OKTA Okta Inc Com Cl A 0.0%
Value ($000) $1 Shares 10 Est. Cost $76.12 Unrealized 0.0%
Lucid Group Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.04 Unrealized
US Steel Corp 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.10 Unrealized
KD Kyndryl Hldgs Inc Com 0.0%
Value ($000) $1 Shares 51 Est. Cost $14.19 Unrealized 0.0%
SGMO Sangamo Therapeutics Inc 0.0%
Value ($000) $1 Shares 400 Est. Cost $2.85 Unrealized 0.0%
MARK Remark Hldgs Inc 0.0%
Value ($000) $1 Shares 490 Est. Cost $1.38 Unrealized 0.0%
SNAP Snap Inc 0.0%
Value ($000) $1 Shares 58 Est. Cost $10.51 Unrealized 0.0%
ETFMG Alternative Harvest 0.0%
Value ($000) $1 Shares 168 Est. Cost $3.52 Unrealized
RBLX Roblox Corp CL A 0.0%
Value ($000) $1 Shares 13 Est. Cost $38.22 Unrealized 0.0%
BYND Beyond Meat Inc 0.0%
Value ($000) $1 Shares 32 Est. Cost $16.47 Unrealized 0.0%
VSCO Victorias Secret And Co 0.0%
Value ($000) $1 Shares 15 Est. Cost $37.07 Unrealized 0.0%
Nektar Therapeutics 0.0%
Value ($000) $0 Shares 660 Est. Cost $0.70 Unrealized
PSEP Innovator S&P 500 Power Buffer ETF 0 September 0.0%
Value ($000) $0 Shares 14 Est. Cost $29.60 Unrealized
RIVN Rivian Automotive, Inc. 0.0%
Value ($000) $0 Shares 24 Est. Cost $16.89 Unrealized 0.0%
ITOT iShares Core S&P Total US Stock Market 0.0%
Value ($000) $0 Shares 4 Est. Cost $91.64 Unrealized
BSQUARE Corp 0.0%
Value ($000) $0 Shares 322 Est. Cost $1.11 Unrealized
TALKW Talkspace Inc Wt 6/21/2025 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $0.09 Unrealized
BHF Brighthouse Finl Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $52.54 Unrealized 0.0%
TALO Talos Energy 0.0%
Value ($000) $0 Shares 17 Est. Cost $17.22 Unrealized 0.0%
MU Micron Technology Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $57.76 Unrealized 0.0%
Westport Fuel Systems 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.95 Unrealized
IXUS iShares Core MSCI Total International Stock ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.00 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.35 Unrealized 0.0%
TDAY Gannett Co Inc 0.0%
Value ($000) $0 Shares 81 Est. Cost $2.34 Unrealized 0.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $147.92 Unrealized 0.0%
ONL Orion Office REIT Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $6.79 Unrealized
IUSB iShares Core Total USD Bond Market 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.49 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $0 Shares 19 Est. Cost $4.00 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 35 Est. Cost $0.69 Unrealized
Capstone Green Energy Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $1.40 Unrealized