Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $431,148 (100.0% shares, 0.0% debt)

Holdings (309)

PG PROCTER AND GAMBLE COMPANY 9.5%
Value ($000) $41,099 Shares 313,690 Est. Cost $103.83 Unrealized +25.8%
AAPL APPLE INCORPORATED 8.1%
Value ($000) $34,740 Shares 228,450 Est. Cost $135.83 Unrealized +13.6%
FORH ETF OPPORTUNITIES TRUST FORMIDABLE ETF 5.9%
Value ($000) $25,488 Shares 1,079,462 Est. Cost $24.69 Unrealized
KONG ETF OPPORTUNITIES TR FORMIDABLE FORTRESS ETF 5.3%
Value ($000) $22,677 Shares 989,926 Est. Cost $23.88 Unrealized
CHE CHEMED CORPORATION NEW 3.8%
Value ($000) $16,293 Shares 35,628 Est. Cost $336.49 Unrealized +41.2%
LITHIUM AMERICAS CORP COM 2.7%
Value ($000) $11,674 Shares 444,910 Est. Cost $15.31 Unrealized
FLUX FLUX PWR HLDGS INCORPORATED COM NEW 2.3%
Value ($000) $9,767 Shares 2,998,965 Est. Cost $7.22 Unrealized -62.8%
MSFT MICROSOFT CORPORATION 2.2%
Value ($000) $9,633 Shares 39,066 Est. Cost $222.47 Unrealized +15.5%
EATON VANCE TAX-MANAGED GLOBAL 2.2%
Value ($000) $9,395 Shares 1,210,867 Est. Cost $9.59 Unrealized
NNOMF NANO ONE MATLS CORP COM 1.9%
Value ($000) $8,366 Shares 4,196,906 Est. Cost $1.98 Unrealized +14.3%
ACTG ACACIA RESH CORPORATION ACACIA TCH COM 1.8%
Value ($000) $7,622 Shares 1,941,220 Est. Cost $5.68 Unrealized -18.8%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.6%
Value ($000) $7,072 Shares 67,912 Est. Cost $87.14 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.5%
Value ($000) $6,540 Shares 130,548 Est. Cost $50.73 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 1.4%
Value ($000) $6,136 Shares 1,784,612 Est. Cost $4.00 Unrealized
EATON VANCE TAX ADVT DIV INCM 1.2%
Value ($000) $5,267 Shares 225,728 Est. Cost $28.86 Unrealized
META META PLATFORMS INCORPORATED CLASS A 1.1%
Value ($000) $4,672 Shares 34,191 Est. Cost $201.26 Unrealized -20.0%
SYBT STOCK YDS BANCORP INCORPORATED 1.0%
Value ($000) $4,332 Shares 59,139 Est. Cost $35.37 Unrealized +89.1%
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $3,523 Shares 33,224 Est. Cost $52.95 Unrealized +53.7%
MO ALTRIA GROUP INCORPORATED 0.7%
Value ($000) $3,218 Shares 73,250 Est. Cost $31.09 Unrealized +6.3%
BAC BK OF AMERICA CORPORATION 0.7%
Value ($000) $2,930 Shares 82,755 Est. Cost $35.30 Unrealized -13.3%
AMZN AMAZON COM INCORPORATED 0.6%
Value ($000) $2,783 Shares 23,242 Est. Cost $126.23 Unrealized +0.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $2,755 Shares 20,881 Est. Cost $16.92 Unrealized -6.7%
CVX CHEVRON CORPORATION NEW 0.6%
Value ($000) $2,701 Shares 15,423 Est. Cost $87.31 Unrealized +52.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.6%
Value ($000) $2,583 Shares 94,164 Est. Cost $33.69 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.6%
Value ($000) $2,553 Shares 49,030 Est. Cost $61.61 Unrealized
NKE NIKE INCORPORATED CLASS B 0.6%
Value ($000) $2,499 Shares 27,238 Est. Cost $86.82 Unrealized +17.0%
ACTIVISION BLIZZARD INCORPORATED 0.6%
Value ($000) $2,396 Shares 32,316 Est. Cost $77.51 Unrealized
SPY SPDR S&P 500 ETF 0.5%
Value ($000) $2,355 Shares 6,123 Est. Cost $368.30 Unrealized
QCOM QUALCOMM INCORPORATED 0.5%
Value ($000) $2,325 Shares 19,522 Est. Cost $76.98 Unrealized +65.0%
PEP PEPSICO INCORPORATED 0.5%
Value ($000) $2,195 Shares 12,309 Est. Cost $114.32 Unrealized +35.1%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value ($000) $2,168 Shares 7,498 Est. Cost $253.80 Unrealized +12.1%
JKHY HENRY JACK & ASSOC INCORPORATED 0.5%
Value ($000) $2,141 Shares 11,242 Est. Cost $146.01 Unrealized +28.5%
PFE PFIZER INCORPORATED 0.5%
Value ($000) $2,049 Shares 44,898 Est. Cost $26.64 Unrealized +51.7%
GD GENERAL DYNAMICS CORPORATION 0.5%
Value ($000) $2,008 Shares 8,173 Est. Cost $156.05 Unrealized +35.1%
EATON VANCE TAX-ADVANTAGED GLO 0.5%
Value ($000) $1,994 Shares 89,843 Est. Cost $29.56 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.5%
Value ($000) $1,980 Shares 19,006 Est. Cost $112.10 Unrealized -1.1%
SBUX STARBUCKS CORPORATION 0.4%
Value ($000) $1,922 Shares 22,534 Est. Cost $74.48 Unrealized +5.2%
GWW GRAINGER W W INCORPORATED 0.4%
Value ($000) $1,906 Shares 3,591 Est. Cost $294.38 Unrealized +73.3%
TSLA TESLA INCORPORATED 0.4%
Value ($000) $1,859 Shares 8,352 Est. Cost $232.81 Unrealized +20.0%
WSM WILLIAMS SONOMA INCORPORATED 0.4%
Value ($000) $1,848 Shares 15,199 Est. Cost $30.70 Unrealized +116.6%
QLYS QUALYS INCORPORATED 0.4%
Value ($000) $1,821 Shares 13,088 Est. Cost $53.95 Unrealized +161.2%
FDS FACTSET RESH SYSTEMS INCORPORATED 0.4%
Value ($000) $1,786 Shares 4,261 Est. Cost $242.13 Unrealized +69.1%
HD HOME DEPOT INCORPORATED 0.4%
Value ($000) $1,630 Shares 5,616 Est. Cost $270.15 Unrealized +0.2%
MRK MERCK & COMPANY INCORPORATED 0.4%
Value ($000) $1,587 Shares 16,210 Est. Cost $67.97 Unrealized +18.3%
SYY SYSCO CORPORATION 0.4%
Value ($000) $1,562 Shares 18,923 Est. Cost $59.65 Unrealized +27.0%
LLY LILLY ELI & COMPANY 0.4%
Value ($000) $1,551 Shares 4,371 Est. Cost $154.30 Unrealized +99.7%
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.4%
Value ($000) $1,545 Shares 428,975 Est. Cost $3.93 Unrealized +2.6%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,544 Shares 9,017 Est. Cost $122.26 Unrealized +25.1%
TECH BIO-TECHNE CORPORATION 0.4%
Value ($000) $1,519 Shares 5,116 Est. Cost $51.09 Unrealized +66.5%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.4%
Value ($000) $1,518 Shares 14,766 Est. Cost $111.13 Unrealized -1.0%
CSCO CISCO SYSTEMS INCORPORATED 0.4%
Value ($000) $1,516 Shares 36,070 Est. Cost $44.61 Unrealized -10.2%
CHD CHURCH & DWIGHT COMPANY INCORPORATED 0.3%
Value ($000) $1,461 Shares 19,310 Est. Cost $66.06 Unrealized +25.4%
KNX KNIGHT-SWIFT TRANSN HLDGS INCORPORATED CLASS A 0.3%
Value ($000) $1,413 Shares 29,368 Est. Cost $34.46 Unrealized +42.6%
SHAK SHAKE SHACK INCORPORATED CLASS A 0.3%
Value ($000) $1,412 Shares 27,613 Est. Cost $66.38 Unrealized -27.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $1,397 Shares 10,205 Est. Cost $150.86 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $1,396 Shares 3,630 Est. Cost $357.55 Unrealized
GPC GENUINE PARTS COMPANY 0.3%
Value ($000) $1,393 Shares 8,111 Est. Cost $86.19 Unrealized +59.4%
PETS PETMED EXPRESS INCORPORATED 0.3%
Value ($000) $1,380 Shares 67,566 Est. Cost $31.94 Unrealized -33.5%
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.3%
Value ($000) $1,366 Shares 5,971 Est. Cost $172.72 Unrealized +26.8%
VRTX VERTEX PHARMACEUTICAL COM 0.3%
Value ($000) $1,362 Shares 4,693 Est. Cost $268.11 Unrealized +7.3%
JPM JPMORGAN CHASE & COMPANY 0.3%
Value ($000) $1,350 Shares 10,966 Est. Cost $121.87 Unrealized -13.3%
INTC INTEL CORPORATION 0.3%
Value ($000) $1,347 Shares 49,183 Est. Cost $49.27 Unrealized -34.4%
ADVENT CONV & INCOME FD 0.3%
Value ($000) $1,274 Shares 114,658 Est. Cost $15.63 Unrealized
RBCAA REPUBLIC BANCORP INCORPORATED KY CLASS A 0.3%
Value ($000) $1,274 Shares 28,409 Est. Cost $47.02 Unrealized -5.6%
REGN REGENERON PHARMACEUTICALS INC COM 0.3%
Value ($000) $1,255 Shares 1,823 Est. Cost $621.12 Unrealized +0.8%
GIS GENERAL MLS INCORPORATED 0.3%
Value ($000) $1,216 Shares 15,528 Est. Cost $44.00 Unrealized +54.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.3%
Value ($000) $1,214 Shares 39,585 Est. Cost $42.74 Unrealized
MA MASTERCARD INCORPORATED CLASS A 0.3%
Value ($000) $1,190 Shares 3,814 Est. Cost $272.60 Unrealized +19.3%
MNST MONSTER BEVERAGE CORP COM 0.3%
Value ($000) $1,190 Shares 13,652 Est. Cost $46.28 Unrealized -0.4%
USB US BANCORP DEL COM NEW 0.3%
Value ($000) $1,173 Shares 27,787 Est. Cost $42.08 Unrealized -6.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,134 Shares 3,503 Est. Cost $373.14 Unrealized +1.4%
GE GENERAL ELECTRIC COMPANY COM NEW 0.3%
Value ($000) $1,121 Shares 15,308 Est. Cost $62.95 Unrealized -31.4%
BA BOEING COMPANY 0.3%
Value ($000) $1,101 Shares 7,521 Est. Cost $250.99 Unrealized -38.9%
QUAL ISHARES TR MSCI USA QLT FCT 0.3%
Value ($000) $1,101 Shares 9,800 Est. Cost $97.70 Unrealized
BTI BRITISH AMERICAN TOBACCO ADR SPONSORED 0.3%
Value ($000) $1,097 Shares 30,593 Est. Cost $42.13 Unrealized
ROST ROSS STORES INCORPORATED 0.3%
Value ($000) $1,080 Shares 11,602 Est. Cost $105.92 Unrealized -22.8%
EMR EMERSON ELEC COMPANY 0.2%
Value ($000) $1,064 Shares 12,584 Est. Cost $57.52 Unrealized +34.9%
PYPL PAYPAL HLDGS INCORPORATED 0.2%
Value ($000) $1,043 Shares 11,699 Est. Cost $109.45 Unrealized -19.2%
DCI DONALDSON INCORPORATED 0.2%
Value ($000) $1,026 Shares 18,554 Est. Cost $41.12 Unrealized +20.2%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.2%
Value ($000) $1,018 Shares 69,220 Est. Cost $16.61 Unrealized
PGR PROGRESSIVE CORP (OHIO) COM 0.2%
Value ($000) $1,005 Shares 8,635 Est. Cost $85.96 Unrealized +27.8%
MCD MCDONALDS CORPORATION 0.2%
Value ($000) $1,000 Shares 3,904 Est. Cost $179.94 Unrealized +31.3%
PSA PUBLIC STORAGE COM USD0.10 0.2%
Value ($000) $980 Shares 3,344 Est. Cost $262.48 Unrealized +7.1%
MARKETWISE INCORPORATED COM CLASS A 0.2%
Value ($000) $967 Shares 411,749 Est. Cost $3.11 Unrealized
HSY HERSHEY COMPANY 0.2%
Value ($000) $940 Shares 4,016 Est. Cost $127.63 Unrealized +60.8%
PNC PNC FINL SVCS GROUP INCORPORATED 0.2%
Value ($000) $925 Shares 5,670 Est. Cost $160.36 Unrealized -11.5%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS 0.2%
Value ($000) $923 Shares 25,722 Est. Cost $49.00 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value ($000) $918 Shares 12,513 Est. Cost $50.61 Unrealized +23.1%
ATR APTARGROUP INCORPORATED 0.2%
Value ($000) $917 Shares 9,243 Est. Cost $105.10 Unrealized -5.4%
DOX AMDOCS LTD 0.2%
Value ($000) $910 Shares 11,452 Est. Cost $76.13 Unrealized +3.2%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.2%
Value ($000) $906 Shares 24,875 Est. Cost $42.38 Unrealized -15.6%
ABBV ABBVIE INCORPORATED 0.2%
Value ($000) $897 Shares 5,965 Est. Cost $82.47 Unrealized +54.1%
ABT ABBOTT LABS 0.2%
Value ($000) $891 Shares 9,097 Est. Cost $75.30 Unrealized +32.8%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.2%
Value ($000) $872 Shares 2,468 Est. Cost $343.28 Unrealized
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $856 Shares 9,267 Est. Cost $57.32 Unrealized +52.9%
RPRX ROYALTY PHARMA PLC COM 0.2%
Value ($000) $856 Shares 21,290 Est. Cost $41.01 Unrealized +4.1%
WPM WHEATON PRECIOUS METALS CORP COM 0.2%
Value ($000) $846 Shares 26,137 Est. Cost $41.78 Unrealized -24.1%
QQQ INVESCO QQQ 0.2%
Value ($000) $836 Shares 2,945 Est. Cost $281.77 Unrealized
FIRST TR MLP & ENERGY INCOM FD 0.2%
Value ($000) $807 Shares 106,064 Est. Cost $8.24 Unrealized
HRL HORMEL FOODS CORPORATION 0.2%
Value ($000) $801 Shares 17,719 Est. Cost $36.38 Unrealized +18.9%
KO COCA COLA COMPANY 0.2%
Value ($000) $792 Shares 13,420 Est. Cost $44.43 Unrealized +26.2%
SNA SNAP ON INC 0.2%
Value ($000) $766 Shares 3,803 Est. Cost $195.82 Unrealized +0.7%
AMT AMERICAN TOWER CORP COM USD0.01 0.2%
Value ($000) $743 Shares 3,520 Est. Cost $224.09 Unrealized +2.1%
UNH UNITEDHEALTH GROUP INCORPORATED 0.2%
Value ($000) $741 Shares 1,366 Est. Cost $293.35 Unrealized +68.8%
RHI ROBERT HALF INTL INC COM 0.2%
Value ($000) $733 Shares 9,581 Est. Cost $98.20 Unrealized -20.4%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $730 Shares 9,963 Est. Cost $83.33 Unrealized -15.8%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $721 Shares 20,413 Est. Cost $23.40 Unrealized +27.8%
DIS DISNEY WALT COMPANY 0.2%
Value ($000) $716 Shares 6,858 Est. Cost $141.94 Unrealized -26.3%
GLPI GAMING & LEISURE PPTYS INC COM 0.2%
Value ($000) $713 Shares 16,114 Est. Cost $45.80 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 0.2%
Value ($000) $710 Shares 20,432 Est. Cost $35.14 Unrealized
ARCC ARES CAPITAL CORPORATION 0.2%
Value ($000) $708 Shares 37,154 Est. Cost $14.63 Unrealized -4.9%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.2%
Value ($000) $703 Shares 3,706 Est. Cost $143.91 Unrealized +12.7%
EXPD EXPEDITORS INTL WASH INC COM 0.2%
Value ($000) $699 Shares 7,917 Est. Cost $109.57 Unrealized -12.4%
TGT TARGET CORPORATION 0.2%
Value ($000) $696 Shares 4,193 Est. Cost $170.18 Unrealized -16.0%
ERIE ERIE INDTY CO CL A 0.2%
Value ($000) $662 Shares 2,977 Est. Cost $170.24 Unrealized +17.4%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $660 Shares 2,530 Est. Cost $185.96 Unrealized +17.2%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.2%
Value ($000) $658 Shares 6,025 Est. Cost $144.49 Unrealized -14.0%
BDX BECTON DICKINSON & COMPANY 0.2%
Value ($000) $655 Shares 2,863 Est. Cost $221.48 Unrealized +5.9%
MMM 3M COMPANY 0.2%
Value ($000) $654 Shares 5,459 Est. Cost $111.82 Unrealized -13.8%
CINF CINCINNATI FINL CORPORATION 0.2%
Value ($000) $653 Shares 6,603 Est. Cost $93.08 Unrealized +1.2%
SILVERCREST METALS INC COM 0.2%
Value ($000) $652 Shares 117,834 Est. Cost $8.25 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.2%
Value ($000) $651 Shares 3,361 Est. Cost $104.24 Unrealized +75.0%
RTX RAYTHEON TECHNOLOGIES CORPORATION 0.2%
Value ($000) $651 Shares 7,340 Est. Cost $78.44 Unrealized +6.9%
SSTI SHOTSPOTTER INCORPORATED 0.1%
Value ($000) $645 Shares 17,672 Est. Cost $22.31 Unrealized +40.8%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $635 Shares 25,816 Est. Cost $38.48 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.1%
Value ($000) $634 Shares 13,219 Est. Cost $41.37 Unrealized
MSM MSC INDL DIRECT INCORPORATED CLASS A 0.1%
Value ($000) $625 Shares 7,789 Est. Cost $73.87 Unrealized +6.7%
NEE NEXTERA ENERGY INCORPORATED 0.1%
Value ($000) $614 Shares 8,093 Est. Cost $71.94 Unrealized +7.2%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $611 Shares 1,489 Est. Cost $51.69 Unrealized +91.7%
HDV ISHARES TR CORE HIGH DV ETF 0.1%
Value ($000) $602 Shares 5,994 Est. Cost $93.28 Unrealized
WMB WILLIAMS COMPANIES INCORPORATED 0.1%
Value ($000) $598 Shares 20,468 Est. Cost $22.76 Unrealized +22.6%
BKNG BOOKING HOLDINGS INCORPORATED 0.1%
Value ($000) $591 Shares 315 Est. Cost $1748.87 Unrealized +5.7%
IRM IRON MOUNTAIN INC COM 0.1%
Value ($000) $582 Shares 13,204 Est. Cost $42.99 Unrealized +3.5%
BRIGHAM MINERALS INC COM CL A 0.1%
Value ($000) $579 Shares 23,194 Est. Cost $24.63 Unrealized
TJX TJX COMPANIES INCORPORATED NEW 0.1%
Value ($000) $577 Shares 8,191 Est. Cost $54.60 Unrealized +9.7%
EFA ISHARES TR MSCI EAFE ETF 0.1%
Value ($000) $576 Shares 9,712 Est. Cost $69.50 Unrealized
SUI SUN COMMUNITIES INC COM USD0.01 0.1%
Value ($000) $564 Shares 4,175 Est. Cost $166.82 Unrealized
YAMANA GOLD INC COM 0.1%
Value ($000) $562 Shares 123,894 Est. Cost $5.47 Unrealized
GS GOLDMAN SACHS GROUP INCORPORATED 0.1%
Value ($000) $556 Shares 1,666 Est. Cost $254.76 Unrealized +16.6%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.1%
Value ($000) $550 Shares 6,167 Est. Cost $60.03 Unrealized +34.8%
SPOK SPOK HLDGS INC COM 0.1%
Value ($000) $547 Shares 71,560 Est. Cost $7.27 Unrealized -4.6%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $546 Shares 6,029 Est. Cost $71.72 Unrealized +31.1%
NFLX NETFLIX INCORPORATED 0.1%
Value ($000) $544 Shares 1,861 Est. Cost $32.74 Unrealized -32.2%
OLLI OLLIES BARGAIN OUTLET HLDGS INC 0.1%
Value ($000) $543 Shares 10,525 Est. Cost $64.79 Unrealized -4.6%
RICK RCI HOSPITALITY HOLDINGS INC COM 0.1%
Value ($000) $541 Shares 8,213 Est. Cost $63.01 Unrealized -1.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $537 Shares 13,903 Est. Cost $45.79 Unrealized
ET ENERGY TRANSFER LP COM UNITS REP LTD PTN INT 0.1%
Value ($000) $531 Shares 48,014 Est. Cost $11.18 Unrealized
GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW 0.1%
Value ($000) $527 Shares 16,002 Est. Cost $38.47 Unrealized
BLACKROCK INCORPORATED 0.1%
Value ($000) $523 Shares 822 Est. Cost $529.23 Unrealized
EATON VANCE TX ADV GLBL DIV FD 0.1%
Value ($000) $522 Shares 32,349 Est. Cost $20.59 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $520 Shares 3,112 Est. Cost $90.34 Unrealized +77.7%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $513 Shares 7,132 Est. Cost $71.22 Unrealized
MUX MCEWEN MINING INCORPORATED COM NEW 0.1%
Value ($000) $507 Shares 133,506 Est. Cost $3.45 Unrealized 0.0%
ASR GRUPO AEROPORTUARIO DEL SURESTE S 0.1%
Value ($000) $505 Shares 2,573 Est. Cost $196.34 Unrealized
V VISA INCORPORATED COM CLASS A 0.1%
Value ($000) $501 Shares 2,551 Est. Cost $189.51 Unrealized +4.7%
ABIOMED INC COM 0.1%
Value ($000) $498 Shares 2,015 Est. Cost $302.37 Unrealized
EATON VANCE TAX-MANAGED DIVERS 0.1%
Value ($000) $496 Shares 41,670 Est. Cost $13.97 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $494 Shares 8,964 Est. Cost $55.11 Unrealized
UTHR UNITED THERAPEUTICS CORPORATION DEL 0.1%
Value ($000) $491 Shares 2,330 Est. Cost $197.32 Unrealized +13.3%
NWL NEWELL BRANDS INCORPORATED 0.1%
Value ($000) $482 Shares 30,640 Est. Cost $16.85 Unrealized -5.4%
PARAMOUNT GLOBAL CLASS B COM 0.1%
Value ($000) $481 Shares 24,447 Est. Cost $22.98 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $477 Shares 5,939 Est. Cost $96.75 Unrealized -9.4%
GGG GRACO INCORPORATED 0.1%
Value ($000) $475 Shares 7,866 Est. Cost $67.74 Unrealized -9.4%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $469 Shares 3,039 Est. Cost $169.16 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $468 Shares 13,225 Est. Cost $26.09 Unrealized
LABORATORY CORPORATION AMER HLDGS COM NEW 0.1%
Value ($000) $465 Shares 2,034 Est. Cost $169.06 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $462 Shares 1,004 Est. Cost $334.57 Unrealized +13.8%
NSC NORFOLK SOUTHN CORPORATION 0.1%
Value ($000) $461 Shares 2,121 Est. Cost $163.61 Unrealized +36.2%
WST WEST PHARMACEUTICAL SERVICES 0.1%
Value ($000) $460 Shares 1,870 Est. Cost $413.31 Unrealized -26.9%
LSTR LANDSTAR SYS INC COM 0.1%
Value ($000) $457 Shares 3,165 Est. Cost $152.53 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $452 Shares 2,532 Est. Cost $146.64 Unrealized
CTMX CYTOMX THERAPEUTICS INC. COM 0.1%
Value ($000) $451 Shares 311,315 Est. Cost $1.79 Unrealized -14.0%
ROK ROCKWELL AUTOMATION INCORPORATED 0.1%
Value ($000) $446 Shares 1,845 Est. Cost $166.41 Unrealized +32.1%
RADIUS GLOBAL INFRASTRUCTURE INC 0.1%
Value ($000) $444 Shares 47,139 Est. Cost $14.17 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.1%
Value ($000) $440 Shares 5,830 Est. Cost $80.56 Unrealized -5.3%
MMS MAXIMUS INCORPORATED 0.1%
Value ($000) $439 Shares 7,581 Est. Cost $77.80 Unrealized -19.9%
IBM INTERNATIONAL BUSINESS MACHINES 0.1%
Value ($000) $439 Shares 3,286 Est. Cost $102.80 Unrealized +12.5%
AQN ALGONQUIN POWER & UTILITIES CO COM 0.1%
Value ($000) $437 Shares 40,057 Est. Cost $11.65 Unrealized -3.8%
KR KROGER COMPANY 0.1%
Value ($000) $434 Shares 9,667 Est. Cost $37.25 Unrealized +18.3%
COST COSTCO WHOLESALE CORPORATION NEW 0.1%
Value ($000) $405 Shares 812 Est. Cost $279.18 Unrealized +78.4%
SWK STANLEY BLACK & DECKER INCORPORATED 0.1%
Value ($000) $399 Shares 5,281 Est. Cost $84.03 Unrealized 0.0%
SO SOUTHERN COMPANY 0.1%
Value ($000) $399 Shares 6,075 Est. Cost $47.91 Unrealized +39.7%
AOS SMITH A O CORP COM STK 0.1%
Value ($000) $397 Shares 8,166 Est. Cost $61.45 Unrealized -12.1%
SWKS SKYWORKS SOLUTIONS INCORPORATED 0.1%
Value ($000) $397 Shares 4,588 Est. Cost $84.82 Unrealized +8.6%
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.1%
Value ($000) $391 Shares 11,839 Est. Cost $37.51 Unrealized
BIO BIO RAD LABS CLASS A COM 0.1%
Value ($000) $389 Shares 933 Est. Cost $730.68 Unrealized -31.8%
TGNA TEGNA INCORPORATED 0.1%
Value ($000) $389 Shares 18,791 Est. Cost $21.64 Unrealized -2.2%
BCSF BAIN CAP SPECIALTY FIN INCORPORATED COM STK 0.1%
Value ($000) $385 Shares 31,540 Est. Cost $8.22 Unrealized +14.3%
MKTX MARKETAXESS HLDGS INC COM 0.1%
Value ($000) $385 Shares 1,732 Est. Cost $404.41 Unrealized -39.5%
PROSHARES TRUST ULTRAPRO SHORT QQQ NEW 2020 0.1%
Value ($000) $384 Shares 7,336 Est. Cost $52.34 Unrealized
GNTX GENTEX CORP COM 0.1%
Value ($000) $381 Shares 16,002 Est. Cost $31.73 Unrealized -13.5%
FAF FIRST AMERICAN FINANCIAL 0.1%
Value ($000) $373 Shares 8,093 Est. Cost $54.75 Unrealized -12.7%
TWITTER INCORPORATED 0.1%
Value ($000) $370 Shares 8,298 Est. Cost $48.28 Unrealized
WFC WELLS FARGO COMPANY NEW 0.1%
Value ($000) $365 Shares 8,026 Est. Cost $32.96 Unrealized +19.5%
WMT WALMART INCORPORATED 0.1%
Value ($000) $363 Shares 2,581 Est. Cost $38.00 Unrealized +10.5%
AFG AMERICAN FINL GROUP INCORPORATED OHIO 0.1%
Value ($000) $362 Shares 2,686 Est. Cost $48.83 Unrealized +113.5%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $362 Shares 3,500 Est. Cost $86.86 Unrealized
FAST FASTENAL COMPANY 0.1%
Value ($000) $361 Shares 7,840 Est. Cost $24.45 Unrealized -5.1%
CSX CSX CORPORATION 0.1%
Value ($000) $352 Shares 12,235 Est. Cost $27.84 Unrealized +6.3%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $351 Shares 7,554 Est. Cost $45.76 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $350 Shares 5,700 Est. Cost $90.96 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $343 Shares 5,500 Est. Cost $37.82 Unrealized
AEE AMEREN CORPORATION 0.1%
Value ($000) $342 Shares 4,306 Est. Cost $72.96 Unrealized +12.6%
IWF ISHARES TR RUS 1000 GRW ETF 0.1%
Value ($000) $342 Shares 1,529 Est. Cost $214.40 Unrealized
SPYV SPDR SERIES TRUST PRTFLO S&P500 VL ETF 0.1%
Value ($000) $335 Shares 8,890 Est. Cost $41.96 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $331 Shares 7,000 Est. Cost $31.14 Unrealized
EATON VANCE RISK-MANAGED DIVER 0.1%
Value ($000) $331 Shares 39,811 Est. Cost $9.88 Unrealized
SJM SMUCKER J M COMPANY COM NEW 0.1%
Value ($000) $330 Shares 2,244 Est. Cost $90.35 Unrealized +34.2%
SIMO SILICON MOTION TECHNOLOGY CORP 0.1%
Value ($000) $321 Shares 4,919 Est. Cost $83.37 Unrealized
F-STAR THERAPEUTICS INC COM 0.1%
Value ($000) $320 Shares 62,478 Est. Cost $6.23 Unrealized
BCAB BIOATLA INCORPORATED 0.1%
Value ($000) $318 Shares 41,420 Est. Cost $3.18 Unrealized +105.7%
AMAT APPLIED MATLS INCORPORATED 0.1%
Value ($000) $317 Shares 3,605 Est. Cost $65.41 Unrealized +42.9%
EATON VANCE ENHANCED EQUITY IN 0.1%
Value ($000) $316 Shares 18,528 Est. Cost $21.00 Unrealized
AVGO BROADCOM INCORPORATED 0.1%
Value ($000) $313 Shares 680 Est. Cost $42.15 Unrealized +14.1%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $308 Shares 3,684 Est. Cost $78.45 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $307 Shares 5,147 Est. Cost $41.39 Unrealized +105.7%
GTBIF GREEN THUMB INDUSTRIES INC COM 0.1%
Value ($000) $301 Shares 26,771 Est. Cost $14.51 Unrealized -26.7%
DDD 3-D SYSTEMS CORPORATION DEL COM NEW 0.1%
Value ($000) $299 Shares 33,010 Est. Cost $11.99 Unrealized -14.3%
IJR ISHARES TR CORE S&P SCP ETF 0.1%
Value ($000) $296 Shares 3,106 Est. Cost $81.18 Unrealized
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.1%
Value ($000) $290 Shares 5,544 Est. Cost $72.51 Unrealized
GABELLI HLTHCARE & WELLNESS TR SHS 0.1%
Value ($000) $289 Shares 29,039 Est. Cost $12.81 Unrealized
GILD GILEAD SCIENCES INCORPORATED 0.1%
Value ($000) $283 Shares 4,055 Est. Cost $54.66 Unrealized +2.0%
DOW DOW INCORPORATED 0.1%
Value ($000) $282 Shares 5,891 Est. Cost $33.35 Unrealized +24.3%
MPC MARATHON PETE CORPORATION 0.1%
Value ($000) $279 Shares 2,493 Est. Cost $58.41 Unrealized +48.8%
ITRI ITRON INCORPORATED 0.1%
Value ($000) $279 Shares 5,882 Est. Cost $78.72 Unrealized -36.7%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $278 Shares 549 Est. Cost $499.80 Unrealized +10.9%
TFC TRUIST FINL CORPORATION 0.1%
Value ($000) $277 Shares 6,302 Est. Cost $40.25 Unrealized -0.1%
UNP UNION PAC CORPORATION 0.1%
Value ($000) $277 Shares 1,423 Est. Cost $150.45 Unrealized +35.7%
VLO VALERO ENERGY CORPORATION 0.1%
Value ($000) $271 Shares 2,142 Est. Cost $40.57 Unrealized +144.9%
INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.1%
Value ($000) $270 Shares 29,575 Est. Cost $10.55 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $268 Shares 2,166 Est. Cost $79.84 Unrealized +10.4%
ADM ARCHER DANIELS MIDLAND COMPANY 0.1%
Value ($000) $267 Shares 2,931 Est. Cost $69.75 Unrealized +6.5%
MU MICRON TECHNOLOGY INCORPORATED 0.1%
Value ($000) $266 Shares 4,799 Est. Cost $46.80 Unrealized +21.6%
ARCT ARCTURUS THERAPEUTICS HLDGS 0.1%
Value ($000) $261 Shares 15,650 Est. Cost $43.38 Unrealized -61.3%
T AT&T INCORPORATED 0.1%
Value ($000) $260 Shares 14,621 Est. Cost $18.52 Unrealized -18.6%
SCCO SOUTHERN COPPER CORPORATION 0.1%
Value ($000) $258 Shares 5,438 Est. Cost $41.90 Unrealized -4.0%
PIONEER NATURAL RESOURCES CO COM 0.1%
Value ($000) $258 Shares 1,194 Est. Cost $216.08 Unrealized
PROSHARES TRUST ULTRAPRO SHORT S ETF 0.1%
Value ($000) $257 Shares 14,430 Est. Cost $17.81 Unrealized
ELV ELEVANCE HEALTH INCORPORATED 0.1%
Value ($000) $256 Shares 485 Est. Cost $398.20 Unrealized +14.3%
FIS FIDELITY NATL INFORMATION SVCS 0.1%
Value ($000) $255 Shares 3,186 Est. Cost $118.68 Unrealized -28.2%
GBTC GRAYSCALE BITCOIN TRUST BTC COM 0.1%
Value ($000) $255 Shares 20,394 Est. Cost $33.84 Unrealized
BAX BAXTER INTERNATIONAL INCORPORATED 0.1%
Value ($000) $245 Shares 4,288 Est. Cost $69.60 Unrealized -20.5%
CRM SALESFORCE INCORPORATED 0.1%
Value ($000) $244 Shares 1,488 Est. Cost $188.72 Unrealized -11.2%
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $244 Shares 2,563 Est. Cost $75.26 Unrealized +27.3%
CTVA CORTEVA INCORPORATED 0.1%
Value ($000) $244 Shares 3,739 Est. Cost $41.24 Unrealized +36.2%
REET ISHARES TR GLOBAL REIT ETF 0.1%
Value ($000) $242 Shares 11,156 Est. Cost $23.65 Unrealized
MREO MEREO BIOPHARMA GROUP PLC ADR 0.1%
Value ($000) $242 Shares 281,818 Est. Cost $1.12 Unrealized
AJG GALLAGHER ARTHUR J & COMPANY 0.1%
Value ($000) $240 Shares 1,369 Est. Cost $136.81 Unrealized +25.6%
DD DUPONT DE NEMOURS INCORPORATED 0.1%
Value ($000) $240 Shares 4,212 Est. Cost $19.53 Unrealized +13.9%
CRON CRONOS GROUP INC COM 0.1%
Value ($000) $238 Shares 76,221 Est. Cost $7.76 Unrealized -60.3%
TRV TRAVELERS COMPANIES INCORPORATED 0.1%
Value ($000) $235 Shares 1,336 Est. Cost $161.81 Unrealized -5.9%
NEM NEWMONT CORPORATION 0.1%
Value ($000) $234 Shares 5,431 Est. Cost $51.49 Unrealized -18.1%
CXM SPRINKLR INCORPORATED CLASS A 0.1%
Value ($000) $233 Shares 25,085 Est. Cost $20.92 Unrealized -46.2%
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $231 Shares 3,877 Est. Cost $44.56 Unrealized +27.0%
NEAR ISHARES U S ETF TR BLACKROCK ST MAT 0.1%
Value ($000) $230 Shares 4,680 Est. Cost $25.57 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.1%
Value ($000) $222 Shares 1,037 Est. Cost $17.23 Unrealized +112.9%
SSYS STRATASYS LTD COM 0.1%
Value ($000) $220 Shares 15,424 Est. Cost $31.01 Unrealized -42.6%
ROYCE VALUE TR INCORPORATED 0.1%
Value ($000) $218 Shares 15,843 Est. Cost $16.86 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $218 Shares 6,085 Est. Cost $44.84 Unrealized
VISN COMMSCOPE HLDG COMPANY INCORPORATED 0.1%
Value ($000) $218 Shares 16,312 Est. Cost $14.61 Unrealized -34.4%
MAXAR TECHNOLOGIES INCORPORATED 0.1%
Value ($000) $217 Shares 10,153 Est. Cost $33.28 Unrealized
UPGD INVESCO RAYMOND JAMES SB-1 EQUITY ETF 0.0%
Value ($000) $212 Shares 3,940 Est. Cost $39.46 Unrealized
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $210 Shares 3,160 Est. Cost $68.04 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $210 Shares 2,577 Est. Cost $81.49 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $208 Shares 2,164 Est. Cost $129.46 Unrealized
SF STIFEL FINL CORPORATION 0.0%
Value ($000) $207 Shares 3,800 Est. Cost $31.76 Unrealized +73.8%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $204 Shares 13,752 Est. Cost $12.05 Unrealized -5.2%
VFC V F CORPORATION 0.0%
Value ($000) $204 Shares 7,125 Est. Cost $89.63 Unrealized -51.9%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $203 Shares 9,075 Est. Cost $28.45 Unrealized
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $191 Shares 16,617 Est. Cost $15.01 Unrealized -15.7%
FARM FARMER BROS COMPANY 0.0%
Value ($000) $176 Shares 35,459 Est. Cost $9.31 Unrealized -44.6%
DIREXION DAILY S&P BIOTECH BULL 3X SHARES 0.0%
Value ($000) $176 Shares 24,018 Est. Cost $11.72 Unrealized
F FORD MTR COMPANY DEL 0.0%
Value ($000) $166 Shares 12,932 Est. Cost $10.39 Unrealized +4.5%
ETHE GRAYSCALE ETHEREUM TR ETH COM 0.0%
Value ($000) $163 Shares 15,235 Est. Cost $28.41 Unrealized
MORGAN STANLEY EMERGING MKTS 0.0%
Value ($000) $159 Shares 38,702 Est. Cost $4.99 Unrealized
Arena Minerals Inc 0.0%
Value ($000) $146 Shares 500,000 Est. Cost $0.41 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.0%
Value ($000) $122 Shares 14,251 Est. Cost $20.40 Unrealized -56.4%
TCNNF TRULIEVE CANNABIS CORP COM 0.0%
Value ($000) $116 Shares 10,535 Est. Cost $12.39 Unrealized 0.0%
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $103 Shares 20,700 Est. Cost $6.18 Unrealized
LORDSTOWN MOTORS CORPORATION COM CLASS A 0.0%
Value ($000) $102 Shares 59,288 Est. Cost $12.01 Unrealized
AXTI AXT INC COM 0.0%
Value ($000) $100 Shares 22,125 Est. Cost $6.51 Unrealized +20.8%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $98 Shares 10,687 Est. Cost $12.15 Unrealized
VFF VILLAGE FARMS INTE COM 0.0%
Value ($000) $92 Shares 43,042 Est. Cost $6.96 Unrealized -61.4%
GROW U S GLOBAL INVS INCORPORATED CLASS A 0.0%
Value ($000) $88 Shares 31,317 Est. Cost $5.95 Unrealized -34.8%
BGC PARTNERS INCORPORATED CLASS A 0.0%
Value ($000) $81 Shares 20,750 Est. Cost $4.25 Unrealized
ERIC ERICSSON ADR SPONSORED 0.0%
Value ($000) $71 Shares 12,548 Est. Cost $9.48 Unrealized
ORGANIGRAM HOLDINGS INC COM 0.0%
Value ($000) $57 Shares 59,050 Est. Cost $2.43 Unrealized
GINKGO BIOWORKS HOLDINGS INCORPORATED CLASS A SHS 0.0%
Value ($000) $56 Shares 20,359 Est. Cost $3.82 Unrealized
NOK NOKIA OYJ ADR SPONSORED 0.0%
Value ($000) $50 Shares 11,369 Est. Cost $4.43 Unrealized
KATAPULT HOLDINGS INCORPORATED 0.0%
Value ($000) $47 Shares 49,489 Est. Cost $5.61 Unrealized
GRWG GROWGENERATION CORP COM 0.0%
Value ($000) $42 Shares 12,405 Est. Cost $4.62 Unrealized 0.0%
NVNXF NOVONIX LIMITED COM 0.0%
Value ($000) $41 Shares 21,732 Est. Cost $1.22 Unrealized +35.5%
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $33 Shares 18,346 Est. Cost $3.10 Unrealized -23.7%
INSEEGO CORP COM 0.0%
Value ($000) $31 Shares 14,530 Est. Cost $6.55 Unrealized
MOMENTUS INC COM CL A 0.0%
Value ($000) $27 Shares 21,757 Est. Cost $2.09 Unrealized
AMERICAN BATTERY TECHNOLOGY 0.0%
Value ($000) $24 Shares 30,000 Est. Cost $0.80 Unrealized
BRAXF BRAXIA SCIENTIFIC CORP COM 0.0%
Value ($000) $22 Shares 570,750 Est. Cost $0.24 Unrealized -79.6%
SENSEONICS HOLDINGS INC COM 0.0%
Value ($000) $19 Shares 16,150 Est. Cost $3.29 Unrealized
CYBIN INC COM 0.0%
Value ($000) $18 Shares 37,550 Est. Cost $1.30 Unrealized
QCAAF QUINSAM CAPITAL CORP COM 0.0%
Value ($000) $15 Shares 203,500 Est. Cost $0.12 Unrealized -35.0%
SHMP Naturalshrimp Inc 0.0%
Value ($000) $15 Shares 100,000 Est. Cost $0.34 Unrealized -68.9%
SURFACE ONCOLOGY INC COM 0.0%
Value ($000) $13 Shares 11,675 Est. Cost $2.88 Unrealized
DRAGANFLY INC COM 0.0%
Value ($000) $12 Shares 16,000 Est. Cost $2.38 Unrealized
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $2.69 Unrealized -78.6%
PBTDF PLOVER BAY TECHNOLOGIES COM 0.0%
Value ($000) $4 Shares 16,000 Est. Cost $0.19 Unrealized
CBWTF AUXLY CANNABIS GROUP INC COM 0.0%
Value ($000) $1 Shares 20,800 Est. Cost $0.51 Unrealized -90.3%
JAMN JAMMIN JAVA CORPORATION 0.0%
Value ($000) $0 Shares 29,350 Est. Cost $0.00 Unrealized +0.5%
HMGN HEMAGEN DIAGNOSTICS INCORPORATED 0.0%
Value ($000) $0 Shares 51,500 Est. Cost $0.03 Unrealized -99.6%
VYGVQ VOYAGER DIGITAL LTD COM 0.0%
Value ($000) $0 Shares 11,345 Est. Cost $7.96 Unrealized -97.8%