Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $451,397 (100.0% shares, 0.0% debt)

Holdings (300)

PG PROCTER & GAMBLE 9.8%
Value ($000) $44,392 Shares 304,344 Est. Cost $103.83 Unrealized +38.8%
AAPL APPLE INC 8.0%
Value ($000) $36,290 Shares 211,963 Est. Cost $135.83 Unrealized +33.5%
FORH ETF OPPORTUNITIES TRUST FORMIDABLE ETF 6.2%
Value ($000) $27,860 Shares 1,268,423 Est. Cost $20.73 Unrealized
KONG ETF OPPORTUNITIES TR FORMIDABLE FORTRESS ETF 5.6%
Value ($000) $25,117 Shares 997,299 Est. Cost $22.21 Unrealized
CHE CHEMED CORPORATION NEW 3.1%
Value ($000) $13,834 Shares 26,619 Est. Cost $336.49 Unrealized +53.1%
MSFT MICROSOFT CORP 2.4%
Value ($000) $10,657 Shares 33,750 Est. Cost $222.47 Unrealized +45.9%
NNOMF NANO ONE MATERIALS CORP 2.1%
Value ($000) $9,467 Shares 4,326,395 Est. Cost $2.30 Unrealized -4.1%
EATON VANCE TAX MAN GL D 2.1%
Value ($000) $9,255 Shares 1,255,704 Est. Cost $9.11 Unrealized
LITHIUM AMERS CORP F 1.8%
Value ($000) $8,265 Shares 486,903 Est. Cost $14.77 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 1.7%
Value ($000) $7,757 Shares 2,119,270 Est. Cost $3.42 Unrealized
META META PLATFORMS INC CLASS A 1.7%
Value ($000) $7,560 Shares 25,184 Est. Cost $202.42 Unrealized +47.8%
JPST JPMORGAN ULTRA SHORT INCOME ETF 1.5%
Value ($000) $6,862 Shares 136,748 Est. Cost $47.98 Unrealized
ACTG ACACIA RESH ACACIA 1.4%
Value ($000) $6,409 Shares 1,755,935 Est. Cost $5.60 Unrealized -31.7%
THE FORMIDABLE FUND LLC 1.2%
Value ($000) $5,355 Shares 5,355,379 Est. Cost $1.00 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 1.0%
Value ($000) $4,541 Shares 45,923 Est. Cost $18.14 Unrealized
NVDA NVIDIA CORP 1.0%
Value ($000) $4,511 Shares 10,370 Est. Cost $16.92 Unrealized +164.6%
EATON VANCE TAX ADVANTAG 1.0%
Value ($000) $4,412 Shares 208,305 Est. Cost $28.86 Unrealized
UNITED STS TREAS BILLS BILL 0.9%
Value ($000) $3,953 Shares 4,000,000 Est. Cost $0.99 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $3,934 Shares 33,456 Est. Cost $59.19 Unrealized +70.6%
ACTIVISION BLIZZARD 0.9%
Value ($000) $3,897 Shares 41,618 Est. Cost $57.90 Unrealized
PIONEER NAT RES COMPANY 0.9%
Value ($000) $3,866 Shares 16,840 Est. Cost $55.13 Unrealized
MO ALTRIA GROUP INC 0.8%
Value ($000) $3,613 Shares 85,933 Est. Cost $31.84 Unrealized +14.4%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.7%
Value ($000) $3,138 Shares 30,372 Est. Cost $87.14 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.6%
Value ($000) $2,633 Shares 7,515 Est. Cost $255.36 Unrealized +38.9%
CVX CHEVRON CORP 0.6%
Value ($000) $2,597 Shares 15,404 Est. Cost $93.55 Unrealized +55.8%
PYPL PAYPAL HLDGS INCORPORATED 0.6%
Value ($000) $2,498 Shares 42,726 Est. Cost $76.47 Unrealized -15.0%
NKE NIKE INC CLASS B 0.5%
Value ($000) $2,464 Shares 25,767 Est. Cost $86.82 Unrealized +13.2%
GOOG ALPHABET INC. CLASS C 0.5%
Value ($000) $2,451 Shares 18,588 Est. Cost $112.48 Unrealized +14.7%
GWW GRAINGER W W INCORPORATED 0.5%
Value ($000) $2,432 Shares 3,515 Est. Cost $294.38 Unrealized +140.7%
LLY ELI LILLY & COMPANY 0.5%
Value ($000) $2,375 Shares 4,421 Est. Cost $161.24 Unrealized +214.3%
PFE PFIZER INC 0.5%
Value ($000) $2,314 Shares 69,762 Est. Cost $28.95 Unrealized +5.6%
AMZN AMAZON COM INCORPORATED 0.5%
Value ($000) $2,307 Shares 18,148 Est. Cost $126.23 Unrealized +6.1%
QCOM QUALCOMM INC 0.5%
Value ($000) $2,285 Shares 20,577 Est. Cost $79.05 Unrealized +39.2%
WSM WILLIAMS SONOMA 0.5%
Value ($000) $2,234 Shares 14,375 Est. Cost $30.70 Unrealized +115.9%
SYBT STOCK YDS BANCORP 0.5%
Value ($000) $2,154 Shares 54,824 Est. Cost $35.37 Unrealized +28.0%
BAC BANK AMERICA CORPORATION 0.5%
Value ($000) $2,138 Shares 78,099 Est. Cost $35.30 Unrealized -21.2%
JKHY HENRY JACK & ASSOC 0.5%
Value ($000) $2,034 Shares 13,459 Est. Cost $148.59 Unrealized +5.2%
PEP PEPSICO INC 0.4%
Value ($000) $2,007 Shares 11,845 Est. Cost $114.95 Unrealized +45.4%
TSLA TESLA INC 0.4%
Value ($000) $1,983 Shares 7,927 Est. Cost $232.81 Unrealized +10.3%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $1,923 Shares 4,499 Est. Cost $368.30 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.4%
Value ($000) $1,907 Shares 52,678 Est. Cost $0.80 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.4%
Value ($000) $1,838 Shares 36,399 Est. Cost $61.61 Unrealized
ADBE ADOBE INC 0.4%
Value ($000) $1,823 Shares 3,575 Est. Cost $372.55 Unrealized +40.8%
GOOGL ALPHABET INC. CLASS A 0.4%
Value ($000) $1,810 Shares 13,835 Est. Cost $111.13 Unrealized +15.5%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,806 Shares 19,785 Est. Cost $74.48 Unrealized +24.1%
QLYS QUALYS INC 0.4%
Value ($000) $1,771 Shares 11,611 Est. Cost $53.95 Unrealized +166.6%
GD GENERAL DYNAMICS CO 0.4%
Value ($000) $1,759 Shares 7,960 Est. Cost $157.89 Unrealized +33.7%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $1,753 Shares 32,609 Est. Cost $44.50 Unrealized +13.0%
EATON VANCE TAX-ADVANTAGED GLO 0.4%
Value ($000) $1,716 Shares 80,397 Est. Cost $29.56 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $1,673 Shares 5,538 Est. Cost $270.15 Unrealized +12.1%
CHD CHURCH & DWIGHT CO INC I 0.4%
Value ($000) $1,627 Shares 17,759 Est. Cost $66.06 Unrealized +41.0%
MRK MERCK & CO. INC. 0.4%
Value ($000) $1,623 Shares 15,766 Est. Cost $67.97 Unrealized +46.9%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $1,594 Shares 10,994 Est. Cost $122.11 Unrealized +16.5%
FDS FACTSET RESEARCH SYS 0.3%
Value ($000) $1,553 Shares 3,551 Est. Cost $242.13 Unrealized +71.6%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $1,543 Shares 3,593 Est. Cost $340.68 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,513 Shares 9,716 Est. Cost $124.80 Unrealized +22.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $1,511 Shares 10,665 Est. Cost $140.04 Unrealized
THE FORMIDABLE FUND LIMITED PARTNERSHIP 0.3%
Value ($000) $1,478 Shares 1,477,715 Est. Cost $1.00 Unrealized
MA MASTERCARD INC CLASS A 0.3%
Value ($000) $1,472 Shares 3,719 Est. Cost $272.60 Unrealized +45.4%
BTE BAYTEX ENERGY CORP 0.3%
Value ($000) $1,408 Shares 328,549 Est. Cost $3.67 Unrealized +2.1%
BA BOEING CO 0.3%
Value ($000) $1,397 Shares 7,290 Est. Cost $244.32 Unrealized -10.5%
ADVENT CLAYMORE CONV SEC 0.3%
Value ($000) $1,389 Shares 132,436 Est. Cost $14.30 Unrealized
KNX KNIGHT SWIFT TRANSPORTATCLASS A 0.3%
Value ($000) $1,370 Shares 27,311 Est. Cost $34.46 Unrealized +55.9%
QUAL ISHARES MSCI USA QLTY FACT ETF 0.3%
Value ($000) $1,369 Shares 10,387 Est. Cost $94.81 Unrealized
BTI BRITISH AMERICAN TOB-SP ADR 0.3%
Value ($000) $1,337 Shares 43,321 Est. Cost $30.86 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,332 Shares 37,482 Est. Cost $49.27 Unrealized -30.5%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,304 Shares 11,800 Est. Cost $62.95 Unrealized +40.8%
TECH BIO-TECHNE CORP 0.3%
Value ($000) $1,299 Shares 19,087 Est. Cost $71.34 Unrealized +9.4%
RBCAA REPUBLIC BANCORP INCORPORATED KY CLASS A 0.3%
Value ($000) $1,283 Shares 29,136 Est. Cost $47.02 Unrealized -5.2%
ROST ROSS STORES INC 0.3%
Value ($000) $1,280 Shares 11,330 Est. Cost $106.06 Unrealized +5.4%
SYY SYSCO CORPORATION 0.3%
Value ($000) $1,249 Shares 18,908 Est. Cost $59.65 Unrealized +12.4%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.3%
Value ($000) $1,245 Shares 40,158 Est. Cost $33.69 Unrealized
ET ENERGY TRANSFER, L.P. 0.3%
Value ($000) $1,236 Shares 89,477 Est. Cost $7.82 Unrealized
TBIL RBB FD INCORPORATED US TREAS 3 MONTH BILL ETF 0.3%
Value ($000) $1,228 Shares 24,530 Est. Cost $30.76 Unrealized
EMR EMERSON ELEC COMPANY 0.3%
Value ($000) $1,206 Shares 12,492 Est. Cost $57.52 Unrealized +58.5%
GPC GENUINE PARTS CO 0.3%
Value ($000) $1,166 Shares 8,078 Est. Cost $87.41 Unrealized +65.3%
ADP AUTO DATA PROCESSING 0.3%
Value ($000) $1,151 Shares 4,786 Est. Cost $174.79 Unrealized +32.3%
MARKETWISE INC CLASS A 0.3%
Value ($000) $1,142 Shares 713,822 Est. Cost $2.25 Unrealized
RPRX ROYALTY PHARMA PLC 0.2%
Value ($000) $1,116 Shares 41,546 Est. Cost $38.30 Unrealized -22.5%
DCI DONALDSON INCORPORATED 0.2%
Value ($000) $1,107 Shares 18,554 Est. Cost $41.12 Unrealized +44.7%
WPM WHEATON PRECIOUS METALS CORP COM 0.2%
Value ($000) $1,089 Shares 26,846 Est. Cost $41.60 Unrealized +1.6%
TPL TEXAS PAC LD CORP COM 0.2%
Value ($000) $1,085 Shares 595 Est. Cost $207.90 Unrealized -11.9%
AMT AMERICAN TOWER CORP 0.2%
Value ($000) $1,042 Shares 6,395 Est. Cost $193.51 Unrealized -13.4%
FIRST TR MLP & ENERGY INCOM FD 0.2%
Value ($000) $1,040 Shares 131,464 Est. Cost $8.18 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,029 Shares 9,711 Est. Cost $83.33 Unrealized +35.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,024 Shares 3,888 Est. Cost $179.94 Unrealized +49.8%
ATR APTARGROUP INC 0.2%
Value ($000) $1,017 Shares 8,132 Est. Cost $105.33 Unrealized +12.7%
ADM ARCHER DANIELS MIDLAND COMPANY 0.2%
Value ($000) $990 Shares 13,127 Est. Cost $72.85 Unrealized +2.4%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.2%
Value ($000) $964 Shares 2,454 Est. Cost $343.28 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.2%
Value ($000) $943 Shares 68,861 Est. Cost $16.61 Unrealized
GIS GENERAL MLS INCORPORATED 0.2%
Value ($000) $940 Shares 14,692 Est. Cost $44.00 Unrealized +46.7%
SHAK SHAKE SHACK CLASS A 0.2%
Value ($000) $920 Shares 15,835 Est. Cost $66.38 Unrealized +7.1%
MUX MCEWEN MINING INCORPORATED COM NEW 0.2%
Value ($000) $915 Shares 140,746 Est. Cost $3.79 Unrealized +99.1%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $915 Shares 9,446 Est. Cost $76.24 Unrealized +31.8%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $912 Shares 2,621 Est. Cost $273.69 Unrealized +27.8%
BKNG BOOKING HOLDINGS INCORPORATED 0.2%
Value ($000) $910 Shares 295 Est. Cost $1748.87 Unrealized +70.3%
GGG GRACO INC 0.2%
Value ($000) $871 Shares 11,953 Est. Cost $67.92 Unrealized +12.7%
USB U S BANCORP 0.2%
Value ($000) $866 Shares 26,182 Est. Cost $42.08 Unrealized -22.8%
CTRA COTERRA ENERGY INCORPORATED 0.2%
Value ($000) $849 Shares 31,369 Est. Cost $22.80 Unrealized +10.5%
EXPD EXPEDITORS INTL WASH INC COM 0.2%
Value ($000) $839 Shares 7,323 Est. Cost $107.75 Unrealized +7.1%
WST WEST PHARMACEUTICAL SERVICES 0.2%
Value ($000) $835 Shares 2,225 Est. Cost $386.29 Unrealized -0.5%
ABBV ABBVIE INC 0.2%
Value ($000) $830 Shares 5,565 Est. Cost $85.26 Unrealized +58.7%
NEM NEWMONT CORP 0.2%
Value ($000) $827 Shares 22,394 Est. Cost $44.09 Unrealized -13.0%
RHI ROBERT HALF INC. 0.2%
Value ($000) $826 Shares 11,273 Est. Cost $93.46 Unrealized -18.8%
UTHR UNITED THERAPEUTICS CORPORATION DEL 0.2%
Value ($000) $821 Shares 3,636 Est. Cost $219.09 Unrealized +5.1%
IBKR INTERACTIVE BROKERS GROUP INC COM 0.2%
Value ($000) $821 Shares 9,483 Est. Cost $19.44 Unrealized +12.9%
GLPI GAMING & LEISURE PPTYS INC COM 0.2%
Value ($000) $820 Shares 18,003 Est. Cost $40.08 Unrealized
NDSN NORDSON CORPORATION 0.2%
Value ($000) $817 Shares 3,660 Est. Cost $217.23 Unrealized +6.9%
FAST FASTENAL COMPANY 0.2%
Value ($000) $816 Shares 14,942 Est. Cost $24.30 Unrealized +10.3%
ERIE ERIE INDTY CO CL A 0.2%
Value ($000) $814 Shares 2,771 Est. Cost $203.45 Unrealized +23.1%
DOX AMDOCS LTD 0.2%
Value ($000) $805 Shares 9,527 Est. Cost $78.01 Unrealized +9.4%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS 0.2%
Value ($000) $802 Shares 27,290 Est. Cost $41.61 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $802 Shares 4,007 Est. Cost $127.63 Unrealized +63.5%
SNA SNAP ON INC 0.2%
Value ($000) $793 Shares 3,109 Est. Cost $197.98 Unrealized +28.1%
MNST MONSTER BEVERAGE CORP NEW COM 0.2%
Value ($000) $792 Shares 14,954 Est. Cost $47.48 Unrealized +19.7%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $790 Shares 2,163 Est. Cost $347.12 Unrealized +11.2%
SITIO ROYALTIES CORP NEW COM CL A 0.2%
Value ($000) $790 Shares 33,864 Est. Cost $0.03 Unrealized
PSA PUBLIC STORAGE INC COM 0.2%
Value ($000) $789 Shares 2,994 Est. Cost $259.83 Unrealized -2.4%
TJX TJX COMPANIES INC 0.2%
Value ($000) $768 Shares 8,637 Est. Cost $56.14 Unrealized +52.0%
AQN ALGONQUIN POWER & UTILITIES CORP 0.2%
Value ($000) $765 Shares 134,949 Est. Cost $8.39 Unrealized -20.4%
EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 0.2%
Value ($000) $761 Shares 26,536 Est. Cost $0.57 Unrealized
RS RELIANCE STL & ALUM CO COM 0.2%
Value ($000) $760 Shares 2,900 Est. Cost $247.60 Unrealized +12.0%
CPT CAMDEN PROPERTY TRUST 0.2%
Value ($000) $739 Shares 7,941 Est. Cost $97.00 Unrealized -0.4%
BDX BECTON DICKINSON & COMPANY 0.2%
Value ($000) $738 Shares 2,853 Est. Cost $221.48 Unrealized +16.6%
WMB WILLIAMS COMPANIES INCORPORATED 0.2%
Value ($000) $737 Shares 21,867 Est. Cost $23.76 Unrealized +29.9%
MKTX MARKETAXESS HLDGS INC COM 0.2%
Value ($000) $734 Shares 3,437 Est. Cost $306.83 Unrealized -23.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.2%
Value ($000) $725 Shares 22,379 Est. Cost $42.38 Unrealized -31.6%
KO COCA COLA COMPANY 0.2%
Value ($000) $722 Shares 12,891 Est. Cost $44.96 Unrealized +24.0%
TGNA TEGNA INCORPORATED 0.2%
Value ($000) $719 Shares 49,372 Est. Cost $19.84 Unrealized -18.3%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $715 Shares 12,313 Est. Cost $50.61 Unrealized +7.4%
GDX VANECK GOLD MINERS ETF 0.2%
Value ($000) $711 Shares 26,404 Est. Cost $37.78 Unrealized
AMGN AMGEN INC. 0.2%
Value ($000) $704 Shares 2,618 Est. Cost $187.06 Unrealized +24.0%
PETS PETMED EXPRESS INC 0.2%
Value ($000) $702 Shares 68,487 Est. Cost $31.13 Unrealized -60.4%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $695 Shares 3,346 Est. Cost $104.24 Unrealized +106.2%
UNH UNITEDHEALTH GROUP INCORPORATED 0.2%
Value ($000) $694 Shares 1,376 Est. Cost $304.69 Unrealized +54.2%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $688 Shares 35,331 Est. Cost $14.63 Unrealized +5.8%
AMAT APPLIED MATERIALS 0.2%
Value ($000) $687 Shares 4,965 Est. Cost $81.78 Unrealized +71.7%
OBIL RBB FD INC US TREAS 12 MONTH BILL ETF 0.2%
Value ($000) $686 Shares 13,746 Est. Cost $13.41 Unrealized
MSM MSC INDL DIRECT INC CLASS A 0.2%
Value ($000) $684 Shares 6,969 Est. Cost $73.87 Unrealized +33.6%
PNC PNC FINL SERVICES 0.2%
Value ($000) $679 Shares 5,528 Est. Cost $159.78 Unrealized -28.0%
CINF CINCINNATI FINL 0.1%
Value ($000) $675 Shares 6,603 Est. Cost $93.08 Unrealized +5.6%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $666 Shares 1,385 Est. Cost $51.69 Unrealized +136.1%
ADME APTUS DRAWDOWN MANAGED EQTY ETF 0.1%
Value ($000) $664 Shares 18,947 Est. Cost $35.14 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $664 Shares 9,635 Est. Cost $69.50 Unrealized
REGN REGENERON PHARMACEUTICALS INC COM 0.1%
Value ($000) $661 Shares 803 Est. Cost $645.42 Unrealized +21.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $660 Shares 9,448 Est. Cost $58.05 Unrealized +11.2%
QQQ INVESCO QQQ 0.1%
Value ($000) $658 Shares 1,838 Est. Cost $282.56 Unrealized
UNITED STS TREAS BILLS BILL 0.1%
Value ($000) $650 Shares 652,000 Est. Cost $1.00 Unrealized
HON HONEYWELL INTERNATIONAL INCORPORATED 0.1%
Value ($000) $613 Shares 3,318 Est. Cost $143.91 Unrealized +20.8%
SILVERCREST METALS INC COM 0.1%
Value ($000) $612 Shares 138,778 Est. Cost $7.01 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $607 Shares 3,541 Est. Cost $169.71 Unrealized
V VISA INC CLASS A 0.1%
Value ($000) $602 Shares 2,617 Est. Cost $191.77 Unrealized +23.2%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $575 Shares 6,516 Est. Cost $72.89 Unrealized +14.6%
ARLP ALLIANCE RESOURCE PARTNERS L P 0.1%
Value ($000) $565 Shares 25,075 Est. Cost $0.02 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $557 Shares 1,475 Est. Cost $32.74 Unrealized +29.5%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $556 Shares 8,870 Est. Cost $62.74 Unrealized
FIS FIDELITY NATL INFO 0.1%
Value ($000) $554 Shares 10,026 Est. Cost $51.74 Unrealized +5.1%
SUI SUN CMNTYS INC COM 0.1%
Value ($000) $550 Shares 4,651 Est. Cost $130.75 Unrealized
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.1%
Value ($000) $549 Shares 5,925 Est. Cost $60.03 Unrealized +43.6%
AMD ADVANCED MICRO DEVICES I 0.1%
Value ($000) $548 Shares 5,333 Est. Cost $47.20 Unrealized +130.0%
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $547 Shares 6,750 Est. Cost $140.56 Unrealized -40.6%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $544 Shares 14,311 Est. Cost $36.38 Unrealized -0.6%
AVGO BROADCOM INC 0.1%
Value ($000) $541 Shares 652 Est. Cost $46.22 Unrealized +81.7%
SU SUNCOR ENERGY INC F 0.1%
Value ($000) $528 Shares 15,369 Est. Cost $28.76 Unrealized +2.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $526 Shares 10,619 Est. Cost $37.93 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $525 Shares 7,132 Est. Cost $71.22 Unrealized
BLACKROCK INC 0.1%
Value ($000) $525 Shares 812 Est. Cost $529.23 Unrealized
RTX RTX CORP 0.1%
Value ($000) $520 Shares 7,231 Est. Cost $78.44 Unrealized +3.6%
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $518 Shares 1,812 Est. Cost $166.41 Unrealized +78.3%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $499 Shares 19,702 Est. Cost $23.40 Unrealized +4.6%
MMM 3M CO 0.1%
Value ($000) $494 Shares 5,276 Est. Cost $111.82 Unrealized -28.9%
KR KROGER CO 0.1%
Value ($000) $492 Shares 10,987 Est. Cost $38.85 Unrealized +14.9%
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $491 Shares 1,516 Est. Cost $254.76 Unrealized +23.8%
BCSF BAIN CAP SPECIALTY FIN I 0.1%
Value ($000) $480 Shares 31,340 Est. Cost $8.31 Unrealized +34.7%
EATON VANCE TAX MGD DVF 0.1%
Value ($000) $474 Shares 41,062 Est. Cost $13.97 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.1%
Value ($000) $469 Shares 3,012 Est. Cost $90.34 Unrealized +67.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $464 Shares 8,093 Est. Cost $71.94 Unrealized -10.5%
TGT TARGET CORP 0.1%
Value ($000) $461 Shares 4,166 Est. Cost $170.18 Unrealized -31.6%
ASR GRUPO AEROPORTUARIO DEL SURESTE S 0.1%
Value ($000) $453 Shares 1,845 Est. Cost $245.71 Unrealized
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $452 Shares 801 Est. Cost $279.18 Unrealized +90.6%
IBM IBM CORP 0.1%
Value ($000) $450 Shares 3,208 Est. Cost $102.80 Unrealized +28.2%
DK DELEK US HLDGS INC NEW COM 0.1%
Value ($000) $448 Shares 15,770 Est. Cost $20.89 Unrealized +15.9%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $444 Shares 2,514 Est. Cost $146.64 Unrealized
SPEM SPDR INDEX SHARES EMERG MARKT ETF 0.1%
Value ($000) $443 Shares 13,184 Est. Cost $42.74 Unrealized
TSEM TOWER SEMICONDUCTOR 0.1%
Value ($000) $433 Shares 17,619 Est. Cost $32.06 Unrealized 0.0%
MREO MEREO BIOPHARMA GROUP PLC ADR 0.1%
Value ($000) $428 Shares 331,914 Est. Cost $1.29 Unrealized
GTBIF GREEN THUMB INDS INC F 0.1%
Value ($000) $422 Shares 37,970 Est. Cost $12.56 Unrealized -33.3%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $417 Shares 12,475 Est. Cost $26.09 Unrealized
CTMX CYTOMX THERAPEUTICS INC. COM 0.1%
Value ($000) $410 Shares 318,111 Est. Cost $1.78 Unrealized -11.7%
LAB CO OF AMER HLDG 0.1%
Value ($000) $409 Shares 2,034 Est. Cost $169.06 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $406 Shares 992 Est. Cost $334.57 Unrealized +24.1%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $403 Shares 9,227 Est. Cost $45.50 Unrealized
BP PRUDHOE BAY RTY TR 0.1%
Value ($000) $403 Shares 56,343 Est. Cost $7.15 Unrealized
CRON CRONOS GROUP INC F 0.1%
Value ($000) $401 Shares 223,501 Est. Cost $4.04 Unrealized -51.6%
SO SOUTHERN CO 0.1%
Value ($000) $393 Shares 6,075 Est. Cost $47.91 Unrealized +33.1%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $392 Shares 3,500 Est. Cost $86.86 Unrealized
SWKS SKYWORKS SOLUTIONS 0.1%
Value ($000) $389 Shares 3,949 Est. Cost $84.82 Unrealized +15.7%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $387 Shares 5,660 Est. Cost $90.96 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $387 Shares 20,144 Est. Cost $32.57 Unrealized
AFG AMERICAN FINL GROUP INC 0.1%
Value ($000) $385 Shares 3,445 Est. Cost $64.63 Unrealized +51.2%
ARCT ARCTURUS THERAPEUTICS HLDGS 0.1%
Value ($000) $385 Shares 15,050 Est. Cost $43.05 Unrealized -28.4%
CSX CSX CORP 0.1%
Value ($000) $376 Shares 12,235 Est. Cost $27.84 Unrealized +9.8%
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.1%
Value ($000) $370 Shares 11,169 Est. Cost $37.51 Unrealized
WMT WALMART INC 0.1%
Value ($000) $370 Shares 2,316 Est. Cost $38.00 Unrealized +36.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $366 Shares 1,375 Est. Cost $214.40 Unrealized
NSC NORFOLK SOUTHERN CO 0.1%
Value ($000) $363 Shares 1,845 Est. Cost $163.61 Unrealized +25.3%
AEON BIOPHARMA INCORPORATED CLASS A 0.1%
Value ($000) $360 Shares 64,311 Est. Cost $5.60 Unrealized
UNP UNION PAC CORPORATION 0.1%
Value ($000) $344 Shares 1,687 Est. Cost $159.99 Unrealized +28.9%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $343 Shares 3,684 Est. Cost $72.40 Unrealized
AEM AGNICO EAGLE MINES 0.1%
Value ($000) $343 Shares 7,685 Est. Cost $47.35 Unrealized -1.4%
MPC MARATHON PETE CORP 0.1%
Value ($000) $339 Shares 2,243 Est. Cost $67.76 Unrealized +95.7%
EATON VANCE TX ADV GLBL DIV FD 0.1%
Value ($000) $322 Shares 20,912 Est. Cost $20.59 Unrealized
FV FIRST DORSEY WRIGHT FOCUS 5 ETF IV 0.1%
Value ($000) $319 Shares 7,201 Est. Cost $44.07 Unrealized
EATON VANCE ENHANCED EQUITY IN 0.1%
Value ($000) $318 Shares 18,528 Est. Cost $21.00 Unrealized
AJG GALLAGHER ARTHUR J & COMPANY 0.1%
Value ($000) $312 Shares 1,369 Est. Cost $136.81 Unrealized +60.1%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $312 Shares 3,306 Est. Cost $70.03 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $308 Shares 4,534 Est. Cost $46.80 Unrealized +41.6%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $308 Shares 2,172 Est. Cost $40.57 Unrealized +201.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $293 Shares 5,789 Est. Cost $50.60 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $286 Shares 7,003 Est. Cost $33.12 Unrealized +22.9%
DD DUPONT DE NEMOURS INC IA 0.1%
Value ($000) $286 Shares 3,833 Est. Cost $19.83 Unrealized +50.7%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $285 Shares 3,788 Est. Cost $41.90 Unrealized +66.7%
KGC KINROSS GOLD CORP 0.1%
Value ($000) $284 Shares 62,207 Est. Cost $4.99 Unrealized -1.8%
SJM J M SMUCKER CO 0.1%
Value ($000) $280 Shares 2,279 Est. Cost $92.17 Unrealized +40.8%
DOW DOW INC 0.1%
Value ($000) $278 Shares 5,393 Est. Cost $33.44 Unrealized +38.5%
BCAB BIOATLA INCORPORATED 0.1%
Value ($000) $277 Shares 162,794 Est. Cost $3.05 Unrealized -16.4%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.1%
Value ($000) $273 Shares 10,410 Est. Cost $0.03 Unrealized
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.1%
Value ($000) $269 Shares 3,877 Est. Cost $44.56 Unrealized +50.8%
EATON VANCE RISK-MANAGED DIVER 0.1%
Value ($000) $262 Shares 34,118 Est. Cost $9.88 Unrealized
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $262 Shares 7,100 Est. Cost $30.70 Unrealized
GEHC GE HEALTHCARE TECHNOLOGI 0.1%
Value ($000) $261 Shares 3,832 Est. Cost $71.08 Unrealized +2.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $259 Shares 4,842 Est. Cost $53.56 Unrealized
RICK RCI HOSPITALITY HLDGS INC COM 0.1%
Value ($000) $255 Shares 4,304 Est. Cost $66.04 Unrealized +1.4%
PARAMOUNT GLOBAL CLASS B COM 0.1%
Value ($000) $255 Shares 19,785 Est. Cost $22.98 Unrealized
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $253 Shares 499 Est. Cost $499.80 Unrealized +5.8%
CRM SALESFORCE INC 0.1%
Value ($000) $252 Shares 1,241 Est. Cost $168.76 Unrealized +26.5%
CXM SPRINKLR INC CLASS A 0.1%
Value ($000) $248 Shares 17,935 Est. Cost $20.59 Unrealized -30.5%
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.1%
Value ($000) $248 Shares 4,797 Est. Cost $51.67 Unrealized
ETHE GRAYSCALE ETHEREUM TR ET 0.1%
Value ($000) $247 Shares 22,310 Est. Cost $21.22 Unrealized
PROSHARES ULTRAPRO SHORTQQQ ETF 0.1%
Value ($000) $240 Shares 11,756 Est. Cost $25.07 Unrealized
SSYS STRATASYS LTD F 0.1%
Value ($000) $239 Shares 17,547 Est. Cost $28.84 Unrealized -45.1%
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $237 Shares 4,000 Est. Cost $0.06 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $236 Shares 1,966 Est. Cost $79.84 Unrealized +35.1%
SF STIFEL FINL CORPORATION 0.1%
Value ($000) $233 Shares 3,800 Est. Cost $31.76 Unrealized +90.0%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $233 Shares 4,220 Est. Cost $42.52 Unrealized +25.7%
REET ISHARES GLOBAL REIT ETF 0.1%
Value ($000) $230 Shares 10,881 Est. Cost $23.65 Unrealized
BIDU BAIDU 0.1%
Value ($000) $230 Shares 1,714 Est. Cost $7.59 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $230 Shares 5,500 Est. Cost $37.82 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $227 Shares 3,530 Est. Cost $0.06 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $226 Shares 1,642 Est. Cost $137.91 Unrealized
NEAR BLACKROCK SHORT MATURITYBOND ETF 0.0%
Value ($000) $223 Shares 4,476 Est. Cost $25.57 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $222 Shares 2,087 Est. Cost $127.69 Unrealized
UPGD INVESCO RAYMOND JAMES SB-1 EQUITY ETF 0.0%
Value ($000) $220 Shares 3,940 Est. Cost $39.46 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.0%
Value ($000) $219 Shares 3,160 Est. Cost $68.04 Unrealized
TRV TRAVELERS COMPANIES 0.0%
Value ($000) $218 Shares 1,335 Est. Cost $161.76 Unrealized -1.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $212 Shares 487 Est. Cost $398.20 Unrealized +9.7%
TCNNF TRULIEVE CANNABIS CORP F 0.0%
Value ($000) $208 Shares 34,200 Est. Cost $7.30 Unrealized -32.7%
ICSH ISHARES TR BLACKROCK ULTRA 0.0%
Value ($000) $207 Shares 4,100 Est. Cost $0.05 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $204 Shares 9,075 Est. Cost $0.02 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $201 Shares 5,136 Est. Cost $39.21 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $201 Shares 4,566 Est. Cost $42.68 Unrealized 0.0%
T A T & T INC 0.0%
Value ($000) $191 Shares 12,697 Est. Cost $18.52 Unrealized -30.1%
PROSHARES ULTRAPRO SHORTS&P 500 ETF 0.0%
Value ($000) $189 Shares 15,800 Est. Cost $12.81 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $188 Shares 20,840 Est. Cost $16.85 Unrealized -46.8%
GABELLI HLTHCARE & WELLNESS TR SHS 0.0%
Value ($000) $182 Shares 21,196 Est. Cost $12.81 Unrealized
SA SEABRIDGE GOLD INC F 0.0%
Value ($000) $164 Shares 15,550 Est. Cost $15.01 Unrealized -21.0%
F FORD MOTOR CO 0.0%
Value ($000) $158 Shares 12,731 Est. Cost $10.39 Unrealized +6.8%
MORGAN STANLEY EMERGING MKTS 0.0%
Value ($000) $156 Shares 36,536 Est. Cost $4.99 Unrealized
DIREXION DAILY S&P BIOTECH BULL 3X SHARES 0.0%
Value ($000) $153 Shares 40,231 Est. Cost $7.57 Unrealized
DDD 3D SYSTEMS CORP 0.0%
Value ($000) $139 Shares 28,310 Est. Cost $11.99 Unrealized -40.2%
VFF VILLAGE FARMS INTL F 0.0%
Value ($000) $121 Shares 151,615 Est. Cost $2.52 Unrealized -69.5%
GROW U S GLOBAL INVESTORS CLASS A 0.0%
Value ($000) $121 Shares 42,290 Est. Cost $5.15 Unrealized -41.2%
OGIG ORGANIGRAM HOLDINGS F 0.0%
Value ($000) $119 Shares 92,333 Est. Cost $1.29 Unrealized
GDLC GRAYSCALE DIGITAL ORD F 0.0%
Value ($000) $112 Shares 13,475 Est. Cost $8.34 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $103 Shares 20,300 Est. Cost $6.17 Unrealized
FARM FARMER BROS CO COM 0.0%
Value ($000) $81 Shares 31,293 Est. Cost $9.31 Unrealized -71.9%
GNW GENWORTH FINL INCORPORATED COM CLASS A 0.0%
Value ($000) $76 Shares 12,912 Est. Cost $3.95 Unrealized +46.0%
AXTI AXT INC 0.0%
Value ($000) $56 Shares 23,300 Est. Cost $6.23 Unrealized -57.6%
CYBIN INC F 0.0%
Value ($000) $46 Shares 86,350 Est. Cost $0.60 Unrealized
GINKGO BIOWORKS HLDGS INCLASS A 0.0%
Value ($000) $43 Shares 23,984 Est. Cost $3.40 Unrealized
VISN COMMSCOPE HLDG CO 0.0%
Value ($000) $41 Shares 12,276 Est. Cost $14.50 Unrealized -71.8%
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $29 Shares 17,846 Est. Cost $3.10 Unrealized -41.2%
KPLTW KATAPULT HOLDINGS 0.0%
Value ($000) $17 Shares 1,677 Est. Cost $10.24 Unrealized
RUFFER ABSOLUTE INSTITUFIONAL LIMITED CLASS F 0.0%
Value ($000) $15 Shares 14,886 Est. Cost $1.00 Unrealized
DRAGANFLY INC F 0.0%
Value ($000) $12 Shares 16,000 Est. Cost $2.38 Unrealized
SENSEONICS HOLDINGS 0.0%
Value ($000) $9 Shares 15,550 Est. Cost $3.21 Unrealized
NVNXF NOVONIX LTD ORDF 0.0%
Value ($000) $9 Shares 16,600 Est. Cost $1.22 Unrealized -49.9%
WORKHORSE GROUP INC 0.0%
Value ($000) $7 Shares 15,825 Est. Cost $0.41 Unrealized
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $0.45 Unrealized +21.0%
INSEEGO CORP 0.0%
Value ($000) $5 Shares 12,725 Est. Cost $6.55 Unrealized
BRAXF BRAXIA SCIENTIFIC CORP F 0.0%
Value ($000) $5 Shares 488,750 Est. Cost $0.24 Unrealized -95.1%
PBTDF PLOVER BAY TECHNOL ORDF 0.0%
Value ($000) $5 Shares 16,000 Est. Cost $0.19 Unrealized -57.0%
QCAAF QUINSAM CAP CORP F 0.0%
Value ($000) $4 Shares 203,500 Est. Cost $0.12 Unrealized -56.2%
ALTITUDE ACQUISITION CORP WARRANT EXP 113027 0.0%
Value ($000) $2 Shares 30,000 Est. Cost $0.06 Unrealized
SHMP NATURALSHRIMP INCORPORATED 0.0%
Value ($000) $0 Shares 115,000 Est. Cost $0.30 Unrealized -89.5%
CBWTF AUXLY CANNABIS GROUP I F 0.0%
Value ($000) $0 Shares 20,800 Est. Cost $0.51 Unrealized -97.4%
HMGN HEMAGEN DIAGNOSTICS INCORPORATED 0.0%
Value ($000) $0 Shares 51,500 Est. Cost $0.00 Unrealized 0.0%
FLUX FLUX POWER HOLDINGS 0.0%
Value ($000) $0 Shares 3,091,255 Est. Cost $7.07 Unrealized -35.3%
JAMN JAMMIN JAVA CORPORATION 0.0%
Value ($000) $0 Shares 29,350 Est. Cost $0.00 Unrealized +2.8%
GNRWQ THE GREENROSE HOLDING COMPANY WARRANT EXP 081126 0.0%
Value ($000) $0 Shares 56,065 Est. Cost Unrealized