Capital Investment Advisors, LLC Diversified Active

CIK: 0001582732 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 6, 2022

Total Value ($000): $3,015,562 (100.0% shares, 0.0% debt)

Holdings (560)

DGRO ISHARES CORE DIVIDEND GROWTH ETF 9.1%
Value ($000) $275,775 Shares 5,788,726 Est. Cost $33.85 Unrealized
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 2.9%
Value ($000) $85,991 Shares 3,182,476 Est. Cost $30.68 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 2.5%
Value ($000) $74,453 Shares 1,267,065 Est. Cost $60.70 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 2.4%
Value ($000) $71,590 Shares 563,166 Est. Cost $977.25 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.3%
Value ($000) $70,183 Shares 547,281 Est. Cost $353.69 Unrealized
SDY SPDR S&P DIVIDEND ETF 2.3%
Value ($000) $70,177 Shares 591,266 Est. Cost $1786.69 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 2.3%
Value ($000) $69,528 Shares 2,701,162 Est. Cost $23.07 Unrealized
HD HOME DEPOT INC COM 2.0%
Value ($000) $61,683 Shares 224,898 Est. Cost $102.38 Unrealized +162.8%
XLF FINANCIAL SELECT SECTOR SPDR FUND 2.0%
Value ($000) $60,325 Shares 1,918,108 Est. Cost $83.55 Unrealized
AAPL APPLE INC COM 1.9%
Value ($000) $56,324 Shares 411,966 Est. Cost $90.73 Unrealized +63.8%
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $51,170 Shares 288,263 Est. Cost $104.03 Unrealized +53.7%
MBB ISHARES MBS ETF 1.5%
Value ($000) $46,312 Shares 475,042 Est. Cost $110.38 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $45,339 Shares 176,532 Est. Cost $106.44 Unrealized +147.5%
SO SOUTHERN CO COM 1.4%
Value ($000) $42,998 Shares 602,975 Est. Cost $37.98 Unrealized +69.3%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $38,109 Shares 17,487 Est. Cost $42.36 Unrealized +175.9%
IBTE ISHARES IBONDS DEC 2024 TERM TREASURY ETF 1.3%
Value ($000) $37,828 Shares 1,548,406 Est. Cost $24.48 Unrealized
PG PROCTER AND GAMBLE CO COM 1.2%
Value ($000) $36,727 Shares 255,420 Est. Cost $86.81 Unrealized +58.2%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 1.2%
Value ($000) $35,410 Shares 786,888 Est. Cost $41.90 Unrealized
CVX CHEVRON CORP NEW COM 1.2%
Value ($000) $34,935 Shares 241,297 Est. Cost $93.97 Unrealized +51.9%
LMT LOCKHEED MARTIN CORP COM 1.2%
Value ($000) $34,808 Shares 80,955 Est. Cost $271.17 Unrealized +46.7%
IJH ISHARES S&P MIDCAP FUND 1.0%
Value ($000) $30,400 Shares 134,376 Est. Cost $4816.75 Unrealized
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 1.0%
Value ($000) $30,187 Shares 1,258,861 Est. Cost $23.98 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 1.0%
Value ($000) $30,174 Shares 975,554 Est. Cost $36.41 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 1.0%
Value ($000) $29,575 Shares 1,254,780 Est. Cost $23.57 Unrealized
EMLC VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF 1.0%
Value ($000) $28,792 Shares 1,176,129 Est. Cost $28.37 Unrealized
CSCO CISCO SYS INC COM 0.9%
Value ($000) $28,378 Shares 665,525 Est. Cost $31.94 Unrealized +34.1%
MRK MERCK & CO INC COM 0.9%
Value ($000) $28,327 Shares 310,701 Est. Cost $55.73 Unrealized +42.1%
PFE PFIZER INC COM 0.9%
Value ($000) $27,909 Shares 532,311 Est. Cost $24.91 Unrealized +68.6%
KO COCA COLA CO COM 0.9%
Value ($000) $27,176 Shares 431,984 Est. Cost $36.55 Unrealized +55.3%
UPS UNITED PARCEL SERVICE INC CL B 0.9%
Value ($000) $26,636 Shares 145,920 Est. Cost $84.98 Unrealized +80.5%
IJR ISHARES S&P SMALL-CAP FUND 0.9%
Value ($000) $26,579 Shares 287,618 Est. Cost $1349.09 Unrealized
ABBV ABBVIE INC COM 0.9%
Value ($000) $26,404 Shares 172,398 Est. Cost $68.14 Unrealized +96.8%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.9%
Value ($000) $26,299 Shares 1,101,766 Est. Cost $26.08 Unrealized
INTC INTEL CORP COM 0.8%
Value ($000) $24,675 Shares 659,574 Est. Cost $34.59 Unrealized +17.5%
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $23,693 Shares 466,852 Est. Cost $34.30 Unrealized +16.9%
MO ALTRIA GROUP INC COM 0.8%
Value ($000) $23,367 Shares 559,428 Est. Cost $28.35 Unrealized +35.6%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $21,957 Shares 57,912 Est. Cost $1117.27 Unrealized
T AT&T INC COM 0.7%
Value ($000) $21,508 Shares 1,026,153 Est. Cost $14.53 Unrealized +12.2%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.7%
Value ($000) $20,799 Shares 833,291 Est. Cost $28.27 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $20,442 Shares 181,527 Est. Cost $83.80 Unrealized +34.9%
CMI CUMMINS INC COM 0.7%
Value ($000) $20,351 Shares 105,156 Est. Cost $157.62 Unrealized +16.1%
VNQ VANGUARD REAL ESTATE ETF 0.6%
Value ($000) $18,001 Shares 197,574 Est. Cost $1611.63 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $17,994 Shares 233,686 Est. Cost $46.10 Unrealized +40.9%
DVY ISHARES SELECT DIVIDEND ETF 0.6%
Value ($000) $17,922 Shares 152,304 Est. Cost $3380.19 Unrealized
CAH CARDINAL HEALTH INC COM 0.6%
Value ($000) $16,858 Shares 322,520 Est. Cost $49.20 Unrealized +7.0%
QCOM QUALCOMM INC COM 0.6%
Value ($000) $16,708 Shares 130,796 Est. Cost $62.09 Unrealized +101.2%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $16,491 Shares 155,264 Est. Cost $122.17 Unrealized +2.4%
HII HUNTINGTON INGALLS INDS INC COM 0.5%
Value ($000) $16,448 Shares 75,510 Est. Cost $183.67 Unrealized +6.1%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $16,325 Shares 264,110 Est. Cost $56.26 Unrealized -3.9%
BAC BK OF AMERICA CORP COM 0.5%
Value ($000) $15,569 Shares 500,141 Est. Cost $14.86 Unrealized +120.3%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.5%
Value ($000) $15,506 Shares 618,025 Est. Cost $25.40 Unrealized
NEM NEWMONT CORP COM 0.5%
Value ($000) $15,138 Shares 253,699 Est. Cost $53.04 Unrealized +19.3%
TSN TYSON FOODS INC CL A 0.5%
Value ($000) $15,077 Shares 175,188 Est. Cost $76.25 Unrealized +4.1%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $14,997 Shares 254,965 Est. Cost $62.52 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.5%
Value ($000) $14,585 Shares 598,487 Est. Cost $26.16 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.5%
Value ($000) $14,583 Shares 638,226 Est. Cost $26.06 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $14,534 Shares 262,102 Est. Cost $59.28 Unrealized
SNA SNAP ON INC COM 0.5%
Value ($000) $14,435 Shares 73,264 Est. Cost $178.41 Unrealized +8.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $14,053 Shares 337,398 Est. Cost $459.55 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.5%
Value ($000) $13,890 Shares 649,043 Est. Cost $24.73 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.4%
Value ($000) $13,401 Shares 45,117 Est. Cost $241.58 Unrealized +17.4%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $13,199 Shares 142,451 Est. Cost $57.05 Unrealized +50.6%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.4%
Value ($000) $12,792 Shares 267,836 Est. Cost $440.08 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $11,910 Shares 139,068 Est. Cost $56.21 Unrealized +41.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.4%
Value ($000) $11,702 Shares 146,370 Est. Cost $930.39 Unrealized
MMM 3M CO COM 0.4%
Value ($000) $11,420 Shares 88,244 Est. Cost $114.26 Unrealized -7.9%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.4%
Value ($000) $11,295 Shares 451,638 Est. Cost $25.12 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $11,285 Shares 117,423 Est. Cost $58.17 Unrealized +52.2%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.4%
Value ($000) $10,755 Shares 434,550 Est. Cost $25.38 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $10,542 Shares 38,614 Est. Cost $182.08 Unrealized +72.3%
VOYA GLBL EQTY DIV & PREM OPP COM 0.3%
Value ($000) $10,537 Shares 1,915,904 Est. Cost $5.06 Unrealized
BBY BEST BUY INC COM 0.3%
Value ($000) $10,317 Shares 158,256 Est. Cost $88.52 Unrealized -21.1%
LEN LENNAR CORP CL A 0.3%
Value ($000) $10,132 Shares 143,578 Est. Cost $82.72 Unrealized -16.1%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $10,009 Shares 217,630 Est. Cost $47.79 Unrealized -8.4%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.3%
Value ($000) $9,943 Shares 402,547 Est. Cost $25.36 Unrealized
VICI VICI PPTYS INC COM 0.3%
Value ($000) $9,859 Shares 330,953 Est. Cost $24.17 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $9,666 Shares 29,812 Est. Cost $55.79 Unrealized +421.4%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.3%
Value ($000) $9,655 Shares 320,653 Est. Cost $30.70 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.3%
Value ($000) $9,524 Shares 124,030 Est. Cost $927.35 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $9,230 Shares 105,680 Est. Cost $393.05 Unrealized
DUKE REALTY CORP COM NEW 0.3%
Value ($000) $9,094 Shares 165,490 Est. Cost $45.28 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $8,881 Shares 126,640 Est. Cost $5620.73 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $8,815 Shares 65,671 Est. Cost $132.39 Unrealized
WESTERN ASSET HIGH INCOME OPPO COM 0.3%
Value ($000) $8,752 Shares 2,210,020 Est. Cost $4.87 Unrealized
MGC VANGUARD MEGA CAP ETF 0.3%
Value ($000) $8,740 Shares 66,309 Est. Cost $90.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $8,556 Shares 60,596 Est. Cost $102.09 Unrealized +15.1%
CCI CROWN CASTLE INTL CORP NEW COM 0.3%
Value ($000) $8,318 Shares 49,402 Est. Cost $143.67 Unrealized +4.5%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $7,943 Shares 15,464 Est. Cost $226.64 Unrealized +107.8%
PEP PEPSICO INC COM 0.3%
Value ($000) $7,575 Shares 45,450 Est. Cost $92.61 Unrealized +61.8%
PGIM HIGH YIELD BOND FUND INC COM 0.3%
Value ($000) $7,542 Shares 612,713 Est. Cost $14.00 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $7,466 Shares 75,610 Est. Cost $50.51 Unrealized +69.1%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.2%
Value ($000) $7,450 Shares 313,144 Est. Cost $26.14 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $7,349 Shares 29,767 Est. Cost $116.96 Unrealized +93.5%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $7,314 Shares 40,915 Est. Cost $108.80 Unrealized +81.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $6,945 Shares 97,118 Est. Cost $249.49 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.2%
Value ($000) $6,761 Shares 63,061 Est. Cost $52.70 Unrealized +81.0%
CUZ COUSINS PPTYS INC COM NEW 0.2%
Value ($000) $6,387 Shares 218,517 Est. Cost $33.89 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $6,300 Shares 13,144 Est. Cost $287.62 Unrealized +68.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $6,231 Shares 43,430 Est. Cost $1629.82 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.2%
Value ($000) $6,190 Shares 405,356 Est. Cost $19.81 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $5,989 Shares 42,405 Est. Cost $139.88 Unrealized +21.7%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $5,875 Shares 62,235 Est. Cost $100.70 Unrealized +7.7%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.2%
Value ($000) $5,780 Shares 52,532 Est. Cost $121.99 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $5,729 Shares 23,547 Est. Cost $159.27 Unrealized +37.2%
NSC NORFOLK SOUTHN CORP COM 0.2%
Value ($000) $5,724 Shares 25,185 Est. Cost $74.46 Unrealized +204.1%
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $5,654 Shares 58,936 Est. Cost $68.36 Unrealized +26.7%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $5,557 Shares 36,166 Est. Cost $150.39 Unrealized +0.4%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $5,517 Shares 36,392 Est. Cost $18.45 Unrealized +2.1%
ORCL ORACLE CORP COM 0.2%
Value ($000) $5,509 Shares 78,845 Est. Cost $35.08 Unrealized +99.1%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.2%
Value ($000) $5,474 Shares 459,585 Est. Cost $13.47 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $5,460 Shares 39,715 Est. Cost $1541.92 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $5,440 Shares 68,396 Est. Cost $75.10 Unrealized +9.0%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $5,366 Shares 14,223 Est. Cost $2045.94 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.2%
Value ($000) $5,307 Shares 468,821 Est. Cost $15.44 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.2%
Value ($000) $5,299 Shares 19,706 Est. Cost $116.48 Unrealized
D DOMINION ENERGY INC COM 0.2%
Value ($000) $5,112 Shares 64,048 Est. Cost $57.48 Unrealized +20.6%
BLACKROCK ENHANCED EQUITY DIVI COM 0.2%
Value ($000) $4,763 Shares 539,389 Est. Cost $8.49 Unrealized
VLO VALERO ENERGY CORP COM 0.2%
Value ($000) $4,734 Shares 44,542 Est. Cost $57.66 Unrealized +83.7%
V VISA INC COM CL A 0.2%
Value ($000) $4,544 Shares 23,079 Est. Cost $91.95 Unrealized +118.7%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $4,367 Shares 56,375 Est. Cost $60.86 Unrealized +13.1%
NUVEEN AMT FREE QLTY MUN INCME COM 0.1%
Value ($000) $4,347 Shares 369,985 Est. Cost $14.13 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.1%
Value ($000) $4,215 Shares 338,039 Est. Cost $13.84 Unrealized
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $4,191 Shares 176,230 Est. Cost $201.22 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $4,124 Shares 30,514 Est. Cost $104.48 Unrealized +9.8%
CLX CLOROX CO DEL COM 0.1%
Value ($000) $4,015 Shares 28,479 Est. Cost $143.73 Unrealized -11.9%
WMT WALMART INC COM 0.1%
Value ($000) $3,996 Shares 32,864 Est. Cost $28.29 Unrealized +55.6%
EATON VANCE MUNI INCOME TRUST SH BEN INT 0.1%
Value ($000) $3,928 Shares 359,030 Est. Cost $11.99 Unrealized
DANIMER SCIENTIFIC INC COM CL A 0.1%
Value ($000) $3,789 Shares 830,998 Est. Cost $19.39 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.1%
Value ($000) $3,778 Shares 51,670 Est. Cost $65.97 Unrealized -3.2%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $3,767 Shares 52,189 Est. Cost $54.21 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.1%
Value ($000) $3,756 Shares 49,255 Est. Cost $82.18 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $3,645 Shares 26,659 Est. Cost $138.01 Unrealized +6.9%
BLACKSTONE STRATEGIC CREDIT FD COM SHS BEN IN 0.1%
Value ($000) $3,621 Shares 324,168 Est. Cost $14.34 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $3,465 Shares 83,203 Est. Cost $46.29 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $3,397 Shares 55,690 Est. Cost $69.30 Unrealized
TAP MOLSON COORS BEVERAGE CO CL B 0.1%
Value ($000) $3,273 Shares 60,043 Est. Cost $47.07 Unrealized +1.8%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $3,265 Shares 34,332 Est. Cost $51.18 Unrealized +64.2%
BLACKROCK LTD DURATION INCOME COM SHS 0.1%
Value ($000) $3,170 Shares 250,579 Est. Cost $102.86 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $3,062 Shares 281,210 Est. Cost $12.75 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $3,049 Shares 42,737 Est. Cost $49.09 Unrealized +16.7%
DWS MUN INCOME TR COM 0.1%
Value ($000) $2,958 Shares 314,700 Est. Cost $10.90 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $2,863 Shares 5,892 Est. Cost $42.89 Unrealized +22.1%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $2,816 Shares 49,117 Est. Cost $65.98 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $2,749 Shares 24,136 Est. Cost $117.31 Unrealized
DELAWARE IVY HIGH INCOME OPPO COM 0.1%
Value ($000) $2,731 Shares 266,735 Est. Cost $14.22 Unrealized
OKE ONEOK INC NEW COM 0.1%
Value ($000) $2,729 Shares 49,180 Est. Cost $44.83 Unrealized +19.2%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $2,713 Shares 161,852 Est. Cost $18.00 Unrealized -14.9%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $2,691 Shares 1,230 Est. Cost $43.47 Unrealized +169.8%
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value ($000) $2,665 Shares 198,597 Est. Cost $18.55 Unrealized 0.0%
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,664 Shares 12,492 Est. Cost $123.07 Unrealized +69.7%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.1%
Value ($000) $2,663 Shares 99,595 Est. Cost $24.86 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $2,660 Shares 25,006 Est. Cost $108.05 Unrealized
WESTERN ASSET HIGH YIELD DEFIN COM 0.1%
Value ($000) $2,580 Shares 211,838 Est. Cost $14.99 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $2,576 Shares 34,147 Est. Cost $37.07 Unrealized +66.8%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $2,545 Shares 15,110 Est. Cost $134.03 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $2,522 Shares 11,534 Est. Cost $158.15 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $2,508 Shares 251,350 Est. Cost $14.60 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.1%
Value ($000) $2,456 Shares 263,553 Est. Cost $7.43 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,436 Shares 62,189 Est. Cost $37.55 Unrealized +6.4%
INVESCO SR INCOME TR COM 0.1%
Value ($000) $2,381 Shares 612,007 Est. Cost $4.18 Unrealized
ANNALY CAPITAL MANAGEMENT INC COM 0.1%
Value ($000) $2,360 Shares 399,313 Est. Cost $9.34 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $2,354 Shares 37,669 Est. Cost $1737.05 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $2,327 Shares 13,385 Est. Cost $111.19 Unrealized +49.6%
ARES DYNAMIC CR ALLOCATION FD COM 0.1%
Value ($000) $2,321 Shares 190,230 Est. Cost $15.38 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.1%
Value ($000) $2,308 Shares 176,033 Est. Cost $15.36 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $2,284 Shares 31,891 Est. Cost $611.13 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $2,267 Shares 72,645 Est. Cost $19.10 Unrealized +52.9%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $2,255 Shares 65,867 Est. Cost $19.35 Unrealized +47.6%
ICF ISHARES COHEN & STEERS REIT ETF 0.1%
Value ($000) $2,249 Shares 37,009 Est. Cost $64.35 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.1%
Value ($000) $2,244 Shares 192,479 Est. Cost $32.35 Unrealized
ENB ENBRIDGE INC COM 0.1%
Value ($000) $2,206 Shares 52,198 Est. Cost $30.72 Unrealized +14.7%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $2,121 Shares 7,567 Est. Cost $300.18 Unrealized
MAIN MAIN STR CAP CORP COM 0.1%
Value ($000) $2,103 Shares 54,579 Est. Cost $36.08 Unrealized +8.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $2,075 Shares 51,742 Est. Cost $38.42 Unrealized
ALLIANCEBERNSTEIN NATL MUN INM COM 0.1%
Value ($000) $2,063 Shares 178,296 Est. Cost $13.09 Unrealized
NUVEEN FLOATING RATE INCOME FD COM 0.1%
Value ($000) $2,014 Shares 241,534 Est. Cost $10.30 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $1,973 Shares 26,210 Est. Cost $350.13 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,961 Shares 21,850 Est. Cost $87.58 Unrealized +3.2%
WELL WELLTOWER INC COM 0.1%
Value ($000) $1,944 Shares 23,605 Est. Cost $42.97 Unrealized +88.9%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $1,909 Shares 30,016 Est. Cost $56.13 Unrealized +16.1%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $1,888 Shares 10,358 Est. Cost $153.13 Unrealized +19.5%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.1%
Value ($000) $1,869 Shares 89,837 Est. Cost $22.74 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $1,852 Shares 18,119 Est. Cost $52.49 Unrealized +112.0%
BNY MELLON STRATEGIC MUNS INC COM 0.1%
Value ($000) $1,846 Shares 280,516 Est. Cost $7.71 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $1,818 Shares 38,336 Est. Cost $42.19 Unrealized -3.3%
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.1%
Value ($000) $1,800 Shares 184,219 Est. Cost $13.56 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.1%
Value ($000) $1,795 Shares 50,779 Est. Cost $17.73 Unrealized +82.2%
BX BLACKSTONE INC COM 0.1%
Value ($000) $1,795 Shares 19,675 Est. Cost $54.51 Unrealized +76.3%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.1%
Value ($000) $1,792 Shares 60,821 Est. Cost $31.14 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.1%
Value ($000) $1,788 Shares 187,641 Est. Cost $48.71 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $1,756 Shares 12,910 Est. Cost $66.88 Unrealized +138.5%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,734 Shares 7,836 Est. Cost $145.23 Unrealized +47.0%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,725 Shares 12,972 Est. Cost $65.31 Unrealized +84.2%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $1,690 Shares 16,144 Est. Cost $106.44 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $1,681 Shares 57,461 Est. Cost $36.75 Unrealized +3.2%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.1%
Value ($000) $1,668 Shares 132,817 Est. Cost $14.60 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $1,636 Shares 4 Est. Cost $299941.90 Unrealized +57.1%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $1,632 Shares 8,651 Est. Cost $171.56 Unrealized
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $1,617 Shares 21,255 Est. Cost $55.88 Unrealized +29.6%
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $1,598 Shares 74,900 Est. Cost $15.70 Unrealized
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.1%
Value ($000) $1,574 Shares 24,942 Est. Cost $34.93 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,570 Shares 17,479 Est. Cost $48.82 Unrealized +84.2%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,565 Shares 6,509 Est. Cost $109.91 Unrealized +101.0%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.1%
Value ($000) $1,554 Shares 20,014 Est. Cost $85.44 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $1,550 Shares 13,179 Est. Cost $139.11 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $1,548 Shares 9,599 Est. Cost $160.88 Unrealized +19.1%
XMHIX PIONEER MUNICIPAL HIGH INCOME COM SHS 0.1%
Value ($000) $1,510 Shares 162,711 Est. Cost $12.08 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $1,494 Shares 126,750 Est. Cost $146.15 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $1,493 Shares 2,451 Est. Cost $435.30 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $1,486 Shares 37,859 Est. Cost $36.86 Unrealized +4.1%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1,471 Shares 19,982 Est. Cost $92.01 Unrealized
NUVEEN GEORGIA QLTY MUN INC FD COM 0.0%
Value ($000) $1,461 Shares 136,576 Est. Cost $289.55 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $1,454 Shares 13,379 Est. Cost $60.19 Unrealized +76.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1,438 Shares 17,371 Est. Cost $85.87 Unrealized
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $1,437 Shares 83,912 Est. Cost $12.17 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $1,401 Shares 25,317 Est. Cost $35.26 Unrealized +54.2%
GGG GRACO INC COM 0.0%
Value ($000) $1,399 Shares 23,549 Est. Cost $38.18 Unrealized +56.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $1,382 Shares 11,747 Est. Cost $82.77 Unrealized +49.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $1,378 Shares 12,098 Est. Cost $49.09 Unrealized +129.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $1,372 Shares 23,316 Est. Cost $63.68 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $1,343 Shares 6,392 Est. Cost $137.36 Unrealized +47.4%
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $1,304 Shares 184,731 Est. Cost $9.18 Unrealized
IPATH SHILLER CAPE ETN 0.0%
Value ($000) $1,296 Shares 69,364 Est. Cost $27.35 Unrealized
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value ($000) $1,270 Shares 109,082 Est. Cost $15.56 Unrealized
BLV VANGUARD LONG-TERM BOND INDEX FUND 0.0%
Value ($000) $1,261 Shares 15,813 Est. Cost $98.67 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $1,247 Shares 16,323 Est. Cost $65.84 Unrealized +6.9%
BNY MELLON STRATEGIC MUN BD FD COM 0.0%
Value ($000) $1,241 Shares 199,505 Est. Cost $7.23 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1,237 Shares 24,472 Est. Cost $569.76 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $1,230 Shares 8,042 Est. Cost $76.68 Unrealized +92.9%
SYY SYSCO CORP COM 0.0%
Value ($000) $1,229 Shares 14,505 Est. Cost $40.86 Unrealized +85.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $1,213 Shares 6,944 Est. Cost $104.33 Unrealized +72.1%
NXRT NEXPOINT RESIDENTIAL TR INC COM 0.0%
Value ($000) $1,182 Shares 18,916 Est. Cost $13.68 Unrealized
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value ($000) $1,148 Shares 47,826 Est. Cost $64.44 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $1,141 Shares 23,436 Est. Cost $35.28 Unrealized +29.7%
INTU INTUIT COM 0.0%
Value ($000) $1,128 Shares 2,926 Est. Cost $271.58 Unrealized +48.9%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $1,125 Shares 8,669 Est. Cost $121.98 Unrealized -0.8%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $1,118 Shares 18,010 Est. Cost $29.69 Unrealized +92.8%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1,113 Shares 27,907 Est. Cost $93.41 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $1,108 Shares 3,701 Est. Cost $114.68 Unrealized +204.9%
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value ($000) $1,102 Shares 86,852 Est. Cost $245.63 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $1,057 Shares 141,916 Est. Cost $68.61 Unrealized
F FORD MTR CO DEL COM 0.0%
Value ($000) $1,057 Shares 94,935 Est. Cost $8.51 Unrealized +23.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $1,037 Shares 1,909 Est. Cost $440.47 Unrealized +23.7%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $1,036 Shares 80,511 Est. Cost $14.47 Unrealized
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $1,032 Shares 7,506 Est. Cost $82.41 Unrealized +67.5%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $1,028 Shares 67,028 Est. Cost $14.53 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $1,015 Shares 3,110 Est. Cost $159.45 Unrealized +97.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $1,011 Shares 6,973 Est. Cost $122.49 Unrealized
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $1,007 Shares 77,415 Est. Cost $13.56 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $1,004 Shares 6,082 Est. Cost $219.78 Unrealized -20.6%
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $978 Shares 79,705 Est. Cost $13.23 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $966 Shares 17,802 Est. Cost $52.22 Unrealized
PGIM GLOBAL HIGH YIELD FD FORM COM 0.0%
Value ($000) $958 Shares 83,507 Est. Cost $12.64 Unrealized
RIVERNORTH SPECIALTY FIN CORP COM 0.0%
Value ($000) $953 Shares 52,869 Est. Cost $17.16 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $948 Shares 1,408 Est. Cost $124.04 Unrealized +120.1%
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $933 Shares 84,694 Est. Cost $220.83 Unrealized
ABIOMED INC COM 0.0%
Value ($000) $920 Shares 3,717 Est. Cost $181.28 Unrealized
SBR SABINE RTY TR UNIT BEN INT 0.0%
Value ($000) $910 Shares 14,940 Est. Cost $50.70 Unrealized
XXHYBXX NEW AMER HIGH INCOME FD INC COM NEW 0.0%
Value ($000) $900 Shares 132,198 Est. Cost $7.81 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $887 Shares 7,815 Est. Cost $64.03 Unrealized +69.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $887 Shares 5,713 Est. Cost $109.11 Unrealized +39.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $880 Shares 8,657 Est. Cost $296.01 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $872 Shares 5,062 Est. Cost $118.53 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $846 Shares 16,445 Est. Cost $35.42 Unrealized +38.7%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $838 Shares 28,934 Est. Cost $45.47 Unrealized -18.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $831 Shares 1,737 Est. Cost $261.04 Unrealized +65.8%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $828 Shares 13,000 Est. Cost $62.95 Unrealized -24.4%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $827 Shares 41,418 Est. Cost $22.04 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $826 Shares 6,514 Est. Cost $54.08 Unrealized +112.7%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $822 Shares 42,645 Est. Cost $20.57 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $811 Shares 6,150 Est. Cost $112.74 Unrealized
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $806 Shares 98,614 Est. Cost $9.91 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $805 Shares 6,391 Est. Cost $58.42 Unrealized +127.0%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $803 Shares 38,699 Est. Cost $21.51 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $802 Shares 3,597 Est. Cost $181.20 Unrealized
INVESCO ADVANTAGE MUN INCOME T SH BEN INT 0.0%
Value ($000) $802 Shares 84,981 Est. Cost $11.33 Unrealized
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $801 Shares 31,044 Est. Cost $22.47 Unrealized +14.1%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $796 Shares 41,092 Est. Cost $20.97 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $784 Shares 102,419 Est. Cost $289.40 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $784 Shares 2,260 Est. Cost $292.83 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $782 Shares 57,143 Est. Cost $15.19 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $780 Shares 2,808 Est. Cost $164.49 Unrealized +73.0%
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 0.0%
Value ($000) $778 Shares 48,546 Est. Cost $2399.56 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $775 Shares 9,232 Est. Cost $63.43 Unrealized
APOLLO TACTICAL INCOME FD INC COM 0.0%
Value ($000) $772 Shares 64,119 Est. Cost $14.88 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $760 Shares 3,143 Est. Cost $172.75 Unrealized +29.4%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $757 Shares 8,839 Est. Cost $88.62 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $748 Shares 9,329 Est. Cost $54.99 Unrealized +30.6%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $747 Shares 36,570 Est. Cost $21.45 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $740 Shares 10,593 Est. Cost $87.01 Unrealized -0.5%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $726 Shares 8,305 Est. Cost $61.12 Unrealized +30.1%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $724 Shares 40,373 Est. Cost $7.44 Unrealized +85.9%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $718 Shares 8,033 Est. Cost $83.99 Unrealized +10.4%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $718 Shares 2,277 Est. Cost $202.41 Unrealized +66.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $713 Shares 9,320 Est. Cost $39.53 Unrealized +136.8%
DOW DOW INC COM 0.0%
Value ($000) $712 Shares 13,796 Est. Cost $32.34 Unrealized +60.1%
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value ($000) $705 Shares 106,559 Est. Cost $6.66 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $704 Shares 29,200 Est. Cost $4523.61 Unrealized
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $703 Shares 76,882 Est. Cost $9.33 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $701 Shares 12,605 Est. Cost $18.12 Unrealized +39.8%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $691 Shares 2,705 Est. Cost $190.99 Unrealized +16.3%
BIB PROSHARES ULTRA NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $682 Shares 14,095 Est. Cost $63.83 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $673 Shares 11,150 Est. Cost $84.02 Unrealized
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $672 Shares 59,022 Est. Cost $12.89 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $670 Shares 8,150 Est. Cost $48.88 Unrealized +76.5%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $660 Shares 8,965 Est. Cost $67.74 Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $658 Shares 51,306 Est. Cost $14.40 Unrealized
ALLSPRING MULTI SECTOR INCOME COM 0.0%
Value ($000) $649 Shares 67,770 Est. Cost $14.06 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $647 Shares 41,643 Est. Cost $17.97 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $645 Shares 2,063 Est. Cost $157.21 Unrealized +83.8%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $645 Shares 3,665 Est. Cost $159.44 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $641 Shares 4,626 Est. Cost $67.75 Unrealized +132.6%
MFS MUN INCOME TR SH BEN INT 0.0%
Value ($000) $636 Shares 116,870 Est. Cost $66.49 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $635 Shares 6,976 Est. Cost $48.38 Unrealized +119.3%
OPITQ OFFICE PPTYS INCOME TR COM SHS BEN INT 0.0%
Value ($000) $633 Shares 31,737 Est. Cost $27.64 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $630 Shares 3,445 Est. Cost $114.62 Unrealized +70.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $628 Shares 4,724 Est. Cost $83.49 Unrealized +52.1%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $620 Shares 31,971 Est. Cost $15.62 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $619 Shares 2,951 Est. Cost $85.28 Unrealized +144.8%
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $618 Shares 57,750 Est. Cost $12.16 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $615 Shares 2,961 Est. Cost $186.11 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $614 Shares 5,909 Est. Cost $1314.87 Unrealized
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW 0.0%
Value ($000) $614 Shares 37,227 Est. Cost $10.49 Unrealized
BLACKROCK MUNI INCOME TR II COM 0.0%
Value ($000) $611 Shares 55,278 Est. Cost $15.75 Unrealized
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $609 Shares 46,807 Est. Cost $13.04 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $602 Shares 7,115 Est. Cost $73.27 Unrealized +13.4%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $588 Shares 14,631 Est. Cost $44.43 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $580 Shares 10,401 Est. Cost $57.81 Unrealized
HANCOCK JOHN INVS TR COM 0.0%
Value ($000) $577 Shares 43,781 Est. Cost $15.73 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $576 Shares 11,024 Est. Cost $54.85 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $556 Shares 9,804 Est. Cost $84.44 Unrealized
ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 0.0%
Value ($000) $555 Shares 68,633 Est. Cost $7.95 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $554 Shares 5,465 Est. Cost $104.97 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $548 Shares 1,781 Est. Cost $232.12 Unrealized
RAAX VANECK INFLATION ALLOCATION ETF 0.0%
Value ($000) $535 Shares 21,630 Est. Cost $25.05 Unrealized
BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT 0.0%
Value ($000) $529 Shares 46,032 Est. Cost $13.75 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $529 Shares 27,876 Est. Cost $45.51 Unrealized
BNY MELLON MUN INCOME INC COM 0.0%
Value ($000) $527 Shares 78,017 Est. Cost $8.13 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $524 Shares 4,133 Est. Cost $75.24 Unrealized +59.5%
AON AON PLC SHS CL A 0.0%
Value ($000) $515 Shares 1,908 Est. Cost $183.23 Unrealized +52.8%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $512 Shares 6,062 Est. Cost $81.61 Unrealized
XPMAX PIONEER MUNICIPAL HIGH INCOME COM 0.0%
Value ($000) $512 Shares 58,622 Est. Cost $12.02 Unrealized
UDOW PROSHARES ULTRAPRO DOW 30 0.0%
Value ($000) $512 Shares 10,470 Est. Cost $72.56 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $507 Shares 4,580 Est. Cost $156.40 Unrealized -22.0%
CHIMERA INVT CORP COM NEW 0.0%
Value ($000) $502 Shares 56,920 Est. Cost $9.65 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $499 Shares 20,407 Est. Cost $15.34 Unrealized +61.0%
INVESCO MUNICIPAL TRUST COM 0.0%
Value ($000) $499 Shares 49,085 Est. Cost $12.66 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $497 Shares 2,311 Est. Cost $124.02 Unrealized +60.2%
OZK BANK OZK COM 0.0%
Value ($000) $497 Shares 13,254 Est. Cost $17.43 Unrealized +96.9%
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.0%
Value ($000) $481 Shares 18,847 Est. Cost $25.77 Unrealized
MACQUARIE / FIRST TR GLOBAL IN COM 0.0%
Value ($000) $477 Shares 54,150 Est. Cost $9.41 Unrealized
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $473 Shares 46,345 Est. Cost $12.47 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $472 Shares 4,522 Est. Cost $93.72 Unrealized +36.4%
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $470 Shares 1,207 Est. Cost $397.51 Unrealized -11.6%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $469 Shares 12,376 Est. Cost $58.62 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $463 Shares 4,111 Est. Cost $20.78 Unrealized +147.9%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $460 Shares 11,532 Est. Cost $39.89 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $450 Shares 11,735 Est. Cost $24.36 Unrealized +50.9%
WPC WP CAREY INC COM 0.0%
Value ($000) $442 Shares 5,338 Est. Cost $74.61 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $440 Shares 26,627 Est. Cost $832.45 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $434 Shares 13,226 Est. Cost $13.49 Unrealized +137.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $434 Shares 8,015 Est. Cost $25.99 Unrealized +114.7%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $429 Shares 2,651 Est. Cost $68.60 Unrealized +133.3%
CSX CSX CORP COM 0.0%
Value ($000) $428 Shares 14,734 Est. Cost $23.06 Unrealized +34.2%
PII POLARIS INC COM 0.0%
Value ($000) $424 Shares 4,273 Est. Cost $79.00 Unrealized +31.1%
FSP FRANKLIN STR PPTYS CORP COM 0.0%
Value ($000) $421 Shares 100,896 Est. Cost $4.17 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $416 Shares 8,670 Est. Cost $56.06 Unrealized
OXM OXFORD INDS INC COM 0.0%
Value ($000) $411 Shares 4,629 Est. Cost $92.39 Unrealized -2.8%
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value ($000) $409 Shares 32,997 Est. Cost $15.65 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $409 Shares 2,004 Est. Cost $248.31 Unrealized -17.7%
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $402 Shares 34,086 Est. Cost $15.22 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $401 Shares 38,804 Est. Cost $13.36 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $397 Shares 6,236 Est. Cost $102.79 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $396 Shares 957 Est. Cost $285.56 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $393 Shares 4,129 Est. Cost $73.70 Unrealized +40.5%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $392 Shares 11,430 Est. Cost $34.05 Unrealized
MFS INVT GRADE MUN TR SH BEN INT 0.0%
Value ($000) $391 Shares 51,637 Est. Cost $9.34 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value ($000) $391 Shares 29,899 Est. Cost $16.33 Unrealized
DWS STRATEGIC MUN INCOME TR NE COM 0.0%
Value ($000) $386 Shares 42,324 Est. Cost $10.72 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $385 Shares 5,953 Est. Cost $58.93 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $383 Shares 5,841 Est. Cost $63.74 Unrealized +13.9%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $381 Shares 5,705 Est. Cost $31.64 Unrealized +95.1%
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value ($000) $380 Shares 15,106 Est. Cost $29.73 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $373 Shares 3,718 Est. Cost $87.40 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $369 Shares 3,904 Est. Cost $104.60 Unrealized
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value ($000) $367 Shares 28,937 Est. Cost $14.57 Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $359 Shares 66,551 Est. Cost $7.32 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $357 Shares 4,009 Est. Cost $85.05 Unrealized +14.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $357 Shares 3,546 Est. Cost $96.16 Unrealized +2.9%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $356 Shares 3,998 Est. Cost $101.59 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $354 Shares 967 Est. Cost $340.53 Unrealized +19.5%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $349 Shares 14,618 Est. Cost $23.87 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $348 Shares 10,004 Est. Cost $7166.65 Unrealized
NUVEEN MUN VALUE FD INC COM 0.0%
Value ($000) $348 Shares 38,975 Est. Cost $9.26 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $348 Shares 1,748 Est. Cost $103.02 Unrealized +105.6%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $348 Shares 3,302 Est. Cost $125.36 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $347 Shares 1,409 Est. Cost $238.45 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $345 Shares 18,101 Est. Cost $16.11 Unrealized +11.4%
EATON VANCE SR INCOME TR SH BEN INT 0.0%
Value ($000) $345 Shares 63,161 Est. Cost $193.25 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $341 Shares 8,713 Est. Cost $46.57 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $340 Shares 7,175 Est. Cost $34.85 Unrealized +41.2%
VMWARE INC CL A COM 0.0%
Value ($000) $339 Shares 2,971 Est. Cost $115.68 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $337 Shares 3,649 Est. Cost $103.49 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $334 Shares 4,726 Est. Cost $55.67 Unrealized +15.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $331 Shares 5,713 Est. Cost $74.56 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $331 Shares 4,842 Est. Cost $42.85 Unrealized +31.8%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $328 Shares 2,388 Est. Cost $152.68 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $327 Shares 5,559 Est. Cost $58.13 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value ($000) $324 Shares 15,611 Est. Cost $25.84 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $323 Shares 4,789 Est. Cost $29.30 Unrealized +110.4%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $322 Shares 1,773 Est. Cost $170.83 Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $320 Shares 15,608 Est. Cost $18.29 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $319 Shares 3,888 Est. Cost $60.57 Unrealized +33.6%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $319 Shares 1,884 Est. Cost $164.45 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $316 Shares 30,001 Est. Cost $13.23 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $313 Shares 6,373 Est. Cost $50.98 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $309 Shares 640 Est. Cost $405.89 Unrealized +15.7%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $308 Shares 1,217 Est. Cost $182.31 Unrealized +24.1%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value ($000) $306 Shares 16,358 Est. Cost $18.71 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $305 Shares 3,213 Est. Cost $108.58 Unrealized -14.1%
CB CHUBB LIMITED COM 0.0%
Value ($000) $305 Shares 1,550 Est. Cost $136.67 Unrealized +43.6%
CURE DIREXION DAILY HEALTHCARE BULL 3X SHARES 0.0%
Value ($000) $304 Shares 2,945 Est. Cost $76.87 Unrealized
AEE AMEREN CORP COM 0.0%
Value ($000) $303 Shares 3,353 Est. Cost $64.84 Unrealized +27.6%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $302 Shares 7,256 Est. Cost $29.83 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $301 Shares 22,956 Est. Cost $17.85 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $300 Shares 4,742 Est. Cost $26.55 Unrealized +126.2%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $300 Shares 1,433 Est. Cost $152.58 Unrealized +39.3%
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.0%
Value ($000) $298 Shares 11,183 Est. Cost $27.59 Unrealized
AUPH AURINIA PHARMACEUTICALS INC COM 0.0%
Value ($000) $297 Shares 29,565 Est. Cost $15.03 Unrealized -25.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $297 Shares 6,459 Est. Cost $37.80 Unrealized +10.9%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $295 Shares 11,336 Est. Cost $26.69 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $294 Shares 1,200 Est. Cost $152.25 Unrealized +43.9%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $292 Shares 6,588 Est. Cost $36.76 Unrealized
NUVEEN PFD & INCM SECURTIES FD COM 0.0%
Value ($000) $292 Shares 40,259 Est. Cost $7.50 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $292 Shares 3,019 Est. Cost $87.04 Unrealized +17.5%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $292 Shares 2,063 Est. Cost $51.19 Unrealized +188.5%
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $290 Shares 25,341 Est. Cost $13.27 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $289 Shares 13,851 Est. Cost $20.86 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $289 Shares 13,606 Est. Cost $21.24 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $288 Shares 11,349 Est. Cost $25.46 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $287 Shares 24,906 Est. Cost $13.77 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $286 Shares 580 Est. Cost $87.26 Unrealized +1.6%
NEUBERGER BERMAN HIGH YIELD ST COM 0.0%
Value ($000) $285 Shares 34,055 Est. Cost $13.21 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $283 Shares 8,904 Est. Cost $37.02 Unrealized -2.2%
BLACKROCK FLOATING RATE INC TR COM 0.0%
Value ($000) $282 Shares 25,600 Est. Cost $12.06 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $281 Shares 6,718 Est. Cost $32.47 Unrealized +21.1%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $281 Shares 7,867 Est. Cost $23.76 Unrealized +61.2%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $281 Shares 4,830 Est. Cost $40.99 Unrealized +48.5%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $280 Shares 4,722 Est. Cost $37.54 Unrealized +41.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $280 Shares 6,864 Est. Cost $43.25 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $279 Shares 15,116 Est. Cost $21.87 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $278 Shares 2,737 Est. Cost $111.10 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $278 Shares 8,837 Est. Cost $77.79 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $276 Shares 1,578 Est. Cost $33.94 Unrealized -34.7%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $275 Shares 3,934 Est. Cost $87.38 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $274 Shares 5,901 Est. Cost $37.85 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $273 Shares 20,100 Est. Cost $11.90 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $270 Shares 4,906 Est. Cost $33.91 Unrealized +61.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $270 Shares 5,562 Est. Cost $39.92 Unrealized +5.5%
LINDE PLC SHS 0.0%
Value ($000) $270 Shares 939 Est. Cost $294.54 Unrealized
FIRST TR HIGH INCOME LONG / SH COM 0.0%
Value ($000) $269 Shares 23,580 Est. Cost $14.69 Unrealized
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $267 Shares 6,210 Est. Cost $34.45 Unrealized +34.9%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $265 Shares 5,380 Est. Cost $49.45 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $265 Shares 3,415 Est. Cost $55.76 Unrealized +40.7%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $264 Shares 582 Est. Cost $271.86 Unrealized +72.7%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $263 Shares 3,677 Est. Cost $77.95 Unrealized -7.9%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $261 Shares 991 Est. Cost $204.51 Unrealized +18.0%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $260 Shares 7,512 Est. Cost $34.61 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $258 Shares 1,102 Est. Cost $129.03 Unrealized
HIGHLAND GLOBAL ALLOCATION FD COM 0.0%
Value ($000) $257 Shares 26,600 Est. Cost $9.58 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $257 Shares 14,169 Est. Cost $21.26 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $256 Shares 7,560 Est. Cost $38.39 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value ($000) $252 Shares 15,329 Est. Cost $19.63 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $250 Shares 2,202 Est. Cost $192.20 Unrealized
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $248 Shares 51,873 Est. Cost $6.63 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $248 Shares 7,546 Est. Cost $38.03 Unrealized
SAILPOINT TECHNOLOGIES HLDGS I COM 0.0%
Value ($000) $248 Shares 3,955 Est. Cost $62.71 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $242 Shares 24,594 Est. Cost $499.13 Unrealized
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $242 Shares 6,987 Est. Cost $34.31 Unrealized +6.7%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $240 Shares 1,765 Est. Cost $154.85 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $240 Shares 5,878 Est. Cost $33.38 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.0%
Value ($000) $239 Shares 9,226 Est. Cost $26.10 Unrealized
BLACKROCK MUNIHLDNGS CALI QLTY COM 0.0%
Value ($000) $238 Shares 19,893 Est. Cost $13.26 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $238 Shares 3,763 Est. Cost $57.77 Unrealized +13.4%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $238 Shares 6,241 Est. Cost $30.04 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $237 Shares 8,216 Est. Cost $32.86 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $236 Shares 19,450 Est. Cost $12.13 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $236 Shares 2,263 Est. Cost $138.58 Unrealized -17.4%
FLAHERTY & CRUMRINE TOTAL RETU COM 0.0%
Value ($000) $232 Shares 12,920 Est. Cost $17.96 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $231 Shares 2,446 Est. Cost $151.79 Unrealized -28.9%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $231 Shares 3,856 Est. Cost $80.86 Unrealized -31.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $231 Shares 5,181 Est. Cost $87.89 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $230 Shares 4,352 Est. Cost $54.73 Unrealized
PS BUSINESS PKS INC CALIF COM 0.0%
Value ($000) $230 Shares 1,228 Est. Cost $184.08 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $229 Shares 1,354 Est. Cost $161.81 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $225 Shares 12,054 Est. Cost $21.95 Unrealized
ROL ROLLINS INC COM 0.0%
Value ($000) $225 Shares 6,450 Est. Cost $26.28 Unrealized +24.8%
EATON VANCE SHORT DURATION DIV COM 0.0%
Value ($000) $224 Shares 20,827 Est. Cost $14.77 Unrealized
PUTNAM PREMIER INCOME TR SH BEN INT 0.0%
Value ($000) $222 Shares 58,298 Est. Cost $5.41 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $222 Shares 943 Est. Cost $261.80 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $220 Shares 1,486 Est. Cost $150.23 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $219 Shares 1,298 Est. Cost $241.26 Unrealized -24.9%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $218 Shares 4,357 Est. Cost $53.90 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $217 Shares 11,482 Est. Cost $20.24 Unrealized -6.4%
COHEN & STEERS LTD DURATION PF COM 0.0%
Value ($000) $216 Shares 10,890 Est. Cost $24.52 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $215 Shares 3,666 Est. Cost $48.83 Unrealized +9.6%
BLACKSTONE SENIOR FLOATNG RATE COM 0.0%
Value ($000) $215 Shares 16,148 Est. Cost $13.91 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $215 Shares 6,841 Est. Cost $29.85 Unrealized +15.6%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $214 Shares 17,322 Est. Cost $14.14 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $212 Shares 2,284 Est. Cost $86.55 Unrealized +4.5%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $211 Shares 6,356 Est. Cost $21.94 Unrealized +53.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $211 Shares 3,565 Est. Cost $47.30 Unrealized +20.3%
XPHDX PIONEER FLOATING RATE FUND INC COM 0.0%
Value ($000) $209 Shares 23,547 Est. Cost $26.23 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $209 Shares 7,102 Est. Cost $25.52 Unrealized +5.2%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $206 Shares 5,388 Est. Cost $29.49 Unrealized +13.8%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $205 Shares 726 Est. Cost $267.66 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $204 Shares 1,822 Est. Cost $132.84 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $204 Shares 1,557 Est. Cost $150.94 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $203 Shares 1,939 Est. Cost $155.54 Unrealized -31.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $203 Shares 6,460 Est. Cost $38.71 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $202 Shares 1,960 Est. Cost $118.95 Unrealized
IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF 0.0%
Value ($000) $201 Shares 8,002 Est. Cost $25.12 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $201 Shares 2,237 Est. Cost $80.35 Unrealized +11.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $201 Shares 7,074 Est. Cost $28.41 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $201 Shares 1,978 Est. Cost $101.62 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $200 Shares 5,555 Est. Cost $45.65 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $195 Shares 16,632 Est. Cost $13.19 Unrealized
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 0.0%
Value ($000) $184 Shares 28,329 Est. Cost $103.75 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $179 Shares 11,417 Est. Cost $12.41 Unrealized +27.2%
FST TR NEW OPPORT MLP & ENE FD COM 0.0%
Value ($000) $175 Shares 30,288 Est. Cost $12.18 Unrealized
LMP CAP & INCOME FD INC COM 0.0%
Value ($000) $168 Shares 13,600 Est. Cost $13.19 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN TR COM 0.0%
Value ($000) $164 Shares 12,050 Est. Cost $15.14 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $164 Shares 13,644 Est. Cost $17.44 Unrealized
INVESCO MUN OPPORTUNITY TR COM 0.0%
Value ($000) $159 Shares 15,349 Est. Cost $12.78 Unrealized
FRANKLIN LTD DURATION INCOME T COM 0.0%
Value ($000) $157 Shares 23,255 Est. Cost $12.63 Unrealized
CALAMOS CONV OPPORTUNITIES & I SH BEN INT 0.0%
Value ($000) $156 Shares 14,590 Est. Cost $11.25 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $153 Shares 13,775 Est. Cost $13.15 Unrealized
CREDIT SUISSE ASSET MGMT INCOM COM 0.0%
Value ($000) $153 Shares 56,001 Est. Cost $3.55 Unrealized
MFS HIGH INCOME MUN TR SH BEN INT 0.0%
Value ($000) $150 Shares 39,850 Est. Cost $4.97 Unrealized
BLACKROCK INCOME TR INC COM 0.0%
Value ($000) $149 Shares 32,876 Est. Cost $6.47 Unrealized
SABA CAPITAL INCOME & OPRNT FD SHS NEW 0.0%
Value ($000) $148 Shares 18,483 Est. Cost $8.01 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $144 Shares 16,555 Est. Cost $2.28 Unrealized
FEDERATED HERMES PREM MUNI INM COM 0.0%
Value ($000) $143 Shares 12,935 Est. Cost $13.96 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $139 Shares 19,153 Est. Cost $7.69 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $134 Shares 10,119 Est. Cost $13.35 Unrealized +2.1%
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $132 Shares 10,750 Est. Cost $12.28 Unrealized
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $130 Shares 17,575 Est. Cost $7.67 Unrealized +9.2%
MORGAN STANLEY EMERGING MKTS COM 0.0%
Value ($000) $121 Shares 27,037 Est. Cost $13.02 Unrealized
WESTERN ASSET MUN HIGH INCOME COM 0.0%
Value ($000) $113 Shares 17,249 Est. Cost $7.02 Unrealized
FIRST TR / ABERDEEN GLOBAL OPP COM SHS 0.0%
Value ($000) $113 Shares 18,717 Est. Cost $13.76 Unrealized
INVESCO TR INVT GRADE MUNS COM 0.0%
Value ($000) $112 Shares 10,655 Est. Cost $14.38 Unrealized
DRIVE SHACK INC COM 0.0%
Value ($000) $110 Shares 80,300 Est. Cost $1.92 Unrealized
ABERDEEN INCOME CR STRATEGIES COM 0.0%
Value ($000) $93 Shares 12,312 Est. Cost $8.95 Unrealized
ALLSPRING GLOBAL DIVIDEND OPPO COM 0.0%
Value ($000) $92 Shares 21,177 Est. Cost $5.66 Unrealized
MFS HIGH YIELD MUN TR SH BEN INT 0.0%
Value ($000) $90 Shares 26,915 Est. Cost $3.86 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $69 Shares 13,250 Est. Cost $8.16 Unrealized
VIRTUS CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $50 Shares 13,600 Est. Cost $5.60 Unrealized
VIRTUS CONVERTIBLE & INC FD II COM 0.0%
Value ($000) $46 Shares 14,658 Est. Cost $5.05 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $15 Shares 14,545 Est. Cost $1.36 Unrealized
VENUS CONCEPT INC COM 0.0%
Value ($000) $6 Shares 13,000 Est. Cost $1.46 Unrealized