Formidable Asset Management, LLC Diversified Active

CIK: 0001592613 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 29, 2025

Total Value ($000): $635,001 (100.0% shares, 0.0% debt)

Holdings (390)

PG PROCTER AND GAMBLE CO 7.3%
Value ($000) $46,044 Shares 289,001 Est. Cost $106.29 Unrealized +45.7%
AAPL APPLE INC 6.6%
Value ($000) $41,656 Shares 203,032 Est. Cost $139.35 Unrealized +61.9%
MSFT MICROSOFT CORP 3.8%
Value ($000) $23,876 Shares 47,927 Est. Cost $280.18 Unrealized +81.6%
NVDA NVIDIA CORPORATION 3.6%
Value ($000) $23,025 Shares 144,879 Est. Cost $94.61 Unrealized +84.2%
META META PLATFORMS INC 3.1%
Value ($000) $19,836 Shares 26,882 Est. Cost $244.31 Unrealized +204.2%
KONG ETF OPPORTUNITIES TRUST 3.1%
Value ($000) $19,614 Shares 662,088 Est. Cost $22.21 Unrealized
FORH ETF OPPORTUNITIES TRUST 2.9%
Value ($000) $18,665 Shares 815,090 Est. Cost $20.73 Unrealized
CHE CHEMED CORP NEW 1.5%
Value ($000) $9,817 Shares 20,268 Est. Cost $336.49 Unrealized +34.3%
LLY ELI LILLY & CO 1.4%
Value ($000) $8,587 Shares 11,016 Est. Cost $527.86 Unrealized +40.6%
EATON VANCE TAX-MANAGED GLOB 1.4%
Value ($000) $8,576 Shares 980,099 Est. Cost $9.11 Unrealized
QUAL ISHARES TR 1.3%
Value ($000) $8,112 Shares 44,370 Est. Cost $154.61 Unrealized
GOOG ALPHABET INC 1.3%
Value ($000) $8,063 Shares 43,811 Est. Cost $140.62 Unrealized +49.3%
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $7,947 Shares 27,412 Est. Cost $155.28 Unrealized +90.6%
AMZN AMAZON COM INC 1.2%
Value ($000) $7,894 Shares 35,980 Est. Cost $150.90 Unrealized +50.0%
GAMCO GLOBAL GOLD NAT RES & 1.1%
Value ($000) $7,046 Shares 1,604,962 Est. Cost $3.42 Unrealized
FLUX FLUX PWR HLDGS INC 0.9%
Value ($000) $5,981 Shares 3,129,157 Est. Cost $6.20 Unrealized -67.3%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $5,925 Shares 54,964 Est. Cost $85.34 Unrealized +28.5%
JPST J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $5,794 Shares 114,318 Est. Cost $49.04 Unrealized
AVGO BROADCOM INC 0.9%
Value ($000) $5,723 Shares 20,761 Est. Cost $164.91 Unrealized +85.4%
TBIL RBB FD INC 0.9%
Value ($000) $5,618 Shares 112,372 Est. Cost $46.98 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $5,609 Shares 17,658 Est. Cost $228.46 Unrealized +51.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $5,254 Shares 10,816 Est. Cost $302.18 Unrealized +60.3%
JGRO J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $5,210 Shares 60,527 Est. Cost $79.19 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.7%
Value ($000) $4,704 Shares 41,474 Est. Cost $88.23 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $4,571 Shares 25,937 Est. Cost $127.78 Unrealized +63.7%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $4,425 Shares 28,124 Est. Cost $140.61 Unrealized +20.6%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $4,403 Shares 63,423 Est. Cost $57.36 Unrealized +25.9%
V VISA INC 0.7%
Value ($000) $4,365 Shares 12,293 Est. Cost $255.56 Unrealized +35.1%
HD HOME DEPOT INC 0.7%
Value ($000) $4,271 Shares 11,650 Est. Cost $315.33 Unrealized +23.4%
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $3,987 Shares 19,482 Est. Cost $198.46 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $3,812 Shares 12,933 Est. Cost $177.34 Unrealized +46.4%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $3,774 Shares 26,358 Est. Cost $115.79 Unrealized +31.5%
BLACKROCK ESG CAP ALLC TERM 0.6%
Value ($000) $3,633 Shares 226,191 Est. Cost $15.88 Unrealized
EATON VANCE TAX ADVT DIV INC 0.5%
Value ($000) $3,350 Shares 138,984 Est. Cost $28.86 Unrealized
ACTG ACACIA RESH CORP 0.5%
Value ($000) $3,245 Shares 960,355 Est. Cost $5.45 Unrealized -36.4%
ORCL ORACLE CORP 0.5%
Value ($000) $3,216 Shares 14,711 Est. Cost $101.08 Unrealized +151.5%
PEP PEPSICO INC 0.5%
Value ($000) $3,182 Shares 24,102 Est. Cost $134.60 Unrealized +4.3%
WMT WALMART INC 0.5%
Value ($000) $3,123 Shares 31,936 Est. Cost $54.84 Unrealized +81.0%
SDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $3,097 Shares 87,779 Est. Cost $34.58 Unrealized
ADBE ADOBE INC 0.5%
Value ($000) $3,018 Shares 7,948 Est. Cost $459.97 Unrealized -22.0%
HDV ISHARES TR 0.5%
Value ($000) $2,986 Shares 25,488 Est. Cost $19.39 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $2,966 Shares 10,151 Est. Cost $240.02 Unrealized +25.6%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $2,914 Shares 20,538 Est. Cost $112.39 Unrealized +43.6%
QCOM QUALCOMM INC 0.4%
Value ($000) $2,567 Shares 16,117 Est. Cost $81.78 Unrealized +92.2%
MO ALTRIA GROUP INC 0.4%
Value ($000) $2,538 Shares 43,291 Est. Cost $31.84 Unrealized +92.9%
TDVG T ROWE PRICE ETF INC 0.4%
Value ($000) $2,483 Shares 58,599 Est. Cost $39.00 Unrealized
DTH WISDOMTREE TR 0.4%
Value ($000) $2,454 Shares 52,961 Est. Cost $21.45 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $2,373 Shares 54,850 Est. Cost $39.19 Unrealized +8.4%
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $2,282 Shares 7,824 Est. Cost $170.39 Unrealized +84.1%
JD JD.COM INC 0.4%
Value ($000) $2,239 Shares 68,607 Est. Cost $31.86 Unrealized
RBCAA REPUBLIC BANCORP INC KY 0.4%
Value ($000) $2,237 Shares 30,592 Est. Cost $47.02 Unrealized +57.0%
GWW GRAINGER W W INC 0.3%
Value ($000) $2,210 Shares 2,124 Est. Cost $294.38 Unrealized +239.9%
SYBT STOCK YDS BANCORP INC 0.3%
Value ($000) $2,169 Shares 27,466 Est. Cost $35.37 Unrealized +118.3%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,163 Shares 45,709 Est. Cost $35.30 Unrealized +37.0%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $2,162 Shares 7,234 Est. Cost $353.46 Unrealized -26.3%
IVV ISHARES TR 0.3%
Value ($000) $2,085 Shares 3,358 Est. Cost $344.44 Unrealized
GE GE AEROSPACE 0.3%
Value ($000) $2,061 Shares 8,009 Est. Cost $67.97 Unrealized +301.2%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $2,044 Shares 16,672 Est. Cost $120.24 Unrealized +7.4%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $2,029 Shares 3,611 Est. Cost $292.01 Unrealized +96.4%
TLT ISHARES TR 0.3%
Value ($000) $2,024 Shares 22,936 Est. Cost $93.52 Unrealized
DE DEERE & CO 0.3%
Value ($000) $1,997 Shares 3,927 Est. Cost $373.38 Unrealized +31.1%
IEF ISHARES TR 0.3%
Value ($000) $1,983 Shares 20,710 Est. Cost $94.85 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,977 Shares 26,603 Est. Cost $75.91 Unrealized -7.4%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $1,930 Shares 14,480 Est. Cost $93.67 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,929 Shares 10,394 Est. Cost $124.39 Unrealized +62.4%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1,910 Shares 330 Est. Cost $2029.06 Unrealized +174.2%
OBIL RBB FD INC 0.3%
Value ($000) $1,898 Shares 37,806 Est. Cost $38.16 Unrealized
RYLD GLOBAL X FDS 0.3%
Value ($000) $1,867 Shares 125,239 Est. Cost $16.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,861 Shares 5,967 Est. Cost $422.08 Unrealized -29.2%
NFLX NETFLIX INC 0.3%
Value ($000) $1,781 Shares 1,330 Est. Cost $35.24 Unrealized +246.3%
AMGN AMGEN INC 0.3%
Value ($000) $1,764 Shares 6,317 Est. Cost $249.36 Unrealized +14.9%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $1,759 Shares 18,854 Est. Cost $75.54 Unrealized +23.8%
CRWD CROWDSTRIKE HLDGS INC 0.3%
Value ($000) $1,679 Shares 3,297 Est. Cost $357.20 Unrealized +27.3%
WSM WILLIAMS SONOMA INC 0.3%
Value ($000) $1,630 Shares 9,975 Est. Cost $74.50 Unrealized +155.5%
EOG EOG RES INC 0.3%
Value ($000) $1,623 Shares 13,565 Est. Cost $118.92 Unrealized -0.8%
EATON VANCE TAX-ADVANTAGED G 0.3%
Value ($000) $1,601 Shares 58,873 Est. Cost $29.56 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,595 Shares 2,581 Est. Cost $399.60 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $1,585 Shares 22,962 Est. Cost $89.51 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $1,572 Shares 26,982 Est. Cost $41.32 Unrealized +67.9%
ETN EATON CORP PLC 0.2%
Value ($000) $1,524 Shares 4,270 Est. Cost $278.30 Unrealized +30.5%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $1,507 Shares 8,932 Est. Cost $132.66 Unrealized +51.0%
FDL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,464 Shares 34,960 Est. Cost $36.76 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $1,457 Shares 23,810 Est. Cost $35.91 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,420 Shares 15,501 Est. Cost $77.64 Unrealized +14.1%
ABT ABBOTT LABS 0.2%
Value ($000) $1,406 Shares 10,336 Est. Cost $81.19 Unrealized +60.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,363 Shares 1,376 Est. Cost $481.15 Unrealized +98.8%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $1,358 Shares 17,137 Est. Cost $78.99 Unrealized -3.5%
NKE NIKE INC 0.2%
Value ($000) $1,336 Shares 18,805 Est. Cost $89.63 Unrealized -17.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,311 Shares 11,114 Est. Cost $82.58 Unrealized +45.1%
UNP UNION PAC CORP 0.2%
Value ($000) $1,301 Shares 5,656 Est. Cost $213.22 Unrealized +4.7%
DCI DONALDSON INC 0.2%
Value ($000) $1,287 Shares 18,554 Est. Cost $41.12 Unrealized +82.0%
RPRX ROYALTY PHARMA PLC 0.2%
Value ($000) $1,285 Shares 36,197 Est. Cost $36.94 Unrealized -2.0%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,284 Shares 7,050 Est. Cost $68.21 Unrealized +142.1%
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,282 Shares 14,231 Est. Cost $84.19 Unrealized
VKTX VIKING THERAPEUTICS INC 0.2%
Value ($000) $1,277 Shares 48,260 Est. Cost $43.76 Unrealized -31.8%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,265 Shares 1,787 Est. Cost $408.74 Unrealized +79.8%
SHAK SHAKE SHACK INC 0.2%
Value ($000) $1,260 Shares 8,961 Est. Cost $66.38 Unrealized +73.1%
CB CHUBB LIMITED 0.2%
Value ($000) $1,243 Shares 4,291 Est. Cost $242.52 Unrealized +13.5%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $1,242 Shares 6,783 Est. Cost $112.52 Unrealized +60.7%
GLDM WORLD GOLD TR 0.2%
Value ($000) $1,239 Shares 18,912 Est. Cost $46.96 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,231 Shares 50,774 Est. Cost $28.95 Unrealized -16.6%
USB US BANCORP DEL 0.2%
Value ($000) $1,204 Shares 26,606 Est. Cost $41.74 Unrealized +11.1%
RJF RAYMOND JAMES FINL INC 0.2%
Value ($000) $1,193 Shares 7,776 Est. Cost $113.40 Unrealized +45.2%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $1,192 Shares 9,284 Est. Cost $133.31 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,163 Shares 16,760 Est. Cost $45.27 Unrealized +48.8%
IVW ISHARES TR 0.2%
Value ($000) $1,153 Shares 10,474 Est. Cost $101.90 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $1,146 Shares 7,845 Est. Cost $79.16 Unrealized +94.9%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,141 Shares 8,373 Est. Cost $76.02 Unrealized +113.2%
MBIN MERCHANTS BANCORP IND 0.2%
Value ($000) $1,138 Shares 34,400 Est. Cost $41.00 Unrealized -20.4%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $1,137 Shares 6,931 Est. Cost $148.59 Unrealized +11.1%
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,134 Shares 6,828 Est. Cost $136.09 Unrealized +28.2%
ADVENT CONV & INCOME FD 0.2%
Value ($000) $1,130 Shares 93,331 Est. Cost $14.26 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,103 Shares 3,658 Est. Cost $181.74 Unrealized +63.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,099 Shares 5,372 Est. Cost $170.44 Unrealized +12.3%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,099 Shares 8,902 Est. Cost $61.64 Unrealized +114.6%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,095 Shares 3,881 Est. Cost $237.56 Unrealized +20.2%
URA GLOBAL X FDS 0.2%
Value ($000) $1,091 Shares 28,109 Est. Cost $28.27 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $1,089 Shares 12,835 Est. Cost $63.06 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1,087 Shares 5,832 Est. Cost $158.51 Unrealized +23.5%
EIPI FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,082 Shares 54,874 Est. Cost $18.58 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1,080 Shares 3,959 Est. Cost $248.45 Unrealized +1.2%
MRK MERCK & CO INC 0.2%
Value ($000) $1,058 Shares 13,367 Est. Cost $85.08 Unrealized -4.8%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,043 Shares 1,890 Est. Cost $365.04 Unrealized
ASML ASML HOLDING N V 0.2%
Value ($000) $1,039 Shares 1,296 Est. Cost $695.58 Unrealized
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $1,032 Shares 10,734 Est. Cost $66.06 Unrealized +41.2%
GEV GE VERNOVA INC 0.2%
Value ($000) $1,031 Shares 1,948 Est. Cost $158.96 Unrealized +280.9%
NEXTERA ENERGY INC 0.2%
Value ($000) $1,026 Shares 23,190 Est. Cost $44.99 Unrealized
BA BOEING CO 0.2%
Value ($000) $1,005 Shares 4,794 Est. Cost $233.14 Unrealized -3.3%
TGT TARGET CORP 0.2%
Value ($000) $1,000 Shares 10,137 Est. Cost $147.53 Unrealized -34.4%
KO COCA COLA CO 0.2%
Value ($000) $985 Shares 13,920 Est. Cost $48.21 Unrealized +40.9%
GDX VANECK ETF TRUST 0.2%
Value ($000) $978 Shares 18,789 Est. Cost $37.97 Unrealized
ABRDN LIFE SCIENCES INVESTOR 0.2%
Value ($000) $976 Shares 76,193 Est. Cost $12.71 Unrealized
WTW WILLIS TOWERS WATSON PLC LTD 0.2%
Value ($000) $970 Shares 3,164 Est. Cost $225.07 Unrealized +43.1%
IJR ISHARES TR 0.2%
Value ($000) $967 Shares 8,845 Est. Cost $96.48 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $950 Shares 11,864 Est. Cost $71.58 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $946 Shares 3,257 Est. Cost $260.25 Unrealized +8.2%
LAR LITHIUM ARGENTINA AG 0.1%
Value ($000) $940 Shares 344,964 Est. Cost $2.52 Unrealized +19.8%
TLN TALEN ENERGY CORP 0.1%
Value ($000) $937 Shares 3,224 Est. Cost $222.83 Unrealized +62.1%
INTC INTEL CORP 0.1%
Value ($000) $928 Shares 41,412 Est. Cost $37.77 Unrealized -35.9%
SYY SYSCO CORP 0.1%
Value ($000) $923 Shares 12,193 Est. Cost $59.77 Unrealized +31.9%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $918 Shares 44,258 Est. Cost $19.31 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $918 Shares 11,246 Est. Cost $68.46 Unrealized +9.6%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $914 Shares 13,284 Est. Cost $37.34 Unrealized +68.1%
LAC LITHIUM AMERS CORP NEW 0.1%
Value ($000) $910 Shares 244,902 Est. Cost $7.36 Unrealized -57.1%
PHM PULTE GROUP INC 0.1%
Value ($000) $905 Shares 7,324 Est. Cost $109.16 Unrealized +13.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $891 Shares 7,227 Est. Cost $73.50 Unrealized +73.9%
ROST ROSS STORES INC 0.1%
Value ($000) $887 Shares 6,956 Est. Cost $106.06 Unrealized +34.1%
BLK BLACKROCK INC 0.1%
Value ($000) $871 Shares 830 Est. Cost $994.03 Unrealized +11.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $868 Shares 4,310 Est. Cost $151.93 Unrealized +31.8%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value ($000) $864 Shares 2,060 Est. Cost $259.17 Unrealized +29.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $856 Shares 3,873 Est. Cost $190.45 Unrealized +7.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $855 Shares 6,411 Est. Cost $60.87 Unrealized +122.6%
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $850 Shares 19,022 Est. Cost $42.09 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $844 Shares 1,486 Est. Cost $393.97 Unrealized
EYLD CAMBRIA ETF TR 0.1%
Value ($000) $832 Shares 23,035 Est. Cost $14.30 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $830 Shares 5,573 Est. Cost $93.81 Unrealized +60.1%
FAST FASTENAL CO 0.1%
Value ($000) $830 Shares 16,918 Est. Cost $36.48 Unrealized +28.7%
DFLV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $828 Shares 26,681 Est. Cost $30.45 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $826 Shares 3,645 Est. Cost $180.71 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $825 Shares 6,399 Est. Cost $153.67 Unrealized +1.9%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $820 Shares 1,987 Est. Cost $306.53 Unrealized +36.3%
KR KROGER CO 0.1%
Value ($000) $819 Shares 11,417 Est. Cost $45.60 Unrealized +51.5%
LOW LOWES COS INC 0.1%
Value ($000) $813 Shares 3,662 Est. Cost $129.43 Unrealized +88.7%
BTI BRITISH AMERN TOB PLC 0.1%
Value ($000) $808 Shares 17,071 Est. Cost $31.17 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $793 Shares 2,601 Est. Cost $173.59 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.1%
Value ($000) $789 Shares 24,003 Est. Cost $37.44 Unrealized
NICE NICE LTD 0.1%
Value ($000) $776 Shares 5,027 Est. Cost $167.23 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $768 Shares 18,810 Est. Cost $31.23 Unrealized
PINS PINTEREST INC 0.1%
Value ($000) $766 Shares 22,940 Est. Cost $34.43 Unrealized +5.3%
ETH GRAYSCALE ETHEREUM MINI TR E 0.1%
Value ($000) $761 Shares 32,080 Est. Cost $24.12 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $748 Shares 2,921 Est. Cost $192.16 Unrealized +43.6%
SHV ISHARES TR 0.1%
Value ($000) $747 Shares 6,765 Est. Cost $110.24 Unrealized
CME CME GROUP INC 0.1%
Value ($000) $741 Shares 2,687 Est. Cost $202.11 Unrealized +33.5%
XAR SPDR SERIES TRUST 0.1%
Value ($000) $738 Shares 3,500 Est. Cost $86.86 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $734 Shares 3,403 Est. Cost $75.52 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $732 Shares 1,637 Est. Cost $242.13 Unrealized +56.8%
ADME ETF SER SOLUTIONS 0.1%
Value ($000) $730 Shares 15,155 Est. Cost $35.14 Unrealized
IVVB BLACKROCK ETF TRUST II 0.1%
Value ($000) $729 Shares 23,509 Est. Cost $31.01 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $729 Shares 1 Est. Cost $593888.44 Unrealized +22.4%
EFA ISHARES TR 0.1%
Value ($000) $727 Shares 8,128 Est. Cost $69.50 Unrealized
CORT CORCEPT THERAPEUTICS INC 0.1%
Value ($000) $720 Shares 8,666 Est. Cost $62.02 Unrealized +16.7%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $711 Shares 2,030 Est. Cost $252.70 Unrealized +34.2%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $706 Shares 16,475 Est. Cost $36.50 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $701 Shares 16,392 Est. Cost $40.22 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $689 Shares 9,231 Est. Cost $69.20 Unrealized +11.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $688 Shares 5,545 Est. Cost $134.35 Unrealized -12.9%
TXRH TEXAS ROADHOUSE INC 0.1%
Value ($000) $684 Shares 3,883 Est. Cost $141.41 Unrealized +23.8%
SNA SNAP ON INC 0.1%
Value ($000) $683 Shares 1,972 Est. Cost $268.56 Unrealized +20.6%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $659 Shares 1,355 Est. Cost $349.36 Unrealized +52.8%
ARLP ALLIANCE RESOURCE PARTNERS L 0.1%
Value ($000) $657 Shares 25,989 Est. Cost $8.86 Unrealized
G GENPACT LIMITED 0.1%
Value ($000) $655 Shares 15,633 Est. Cost $43.82 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $651 Shares 4,277 Est. Cost $110.70 Unrealized +38.3%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $646 Shares 15,709 Est. Cost $25.12 Unrealized +71.4%
FFIV F5 INC 0.1%
Value ($000) $644 Shares 1,992 Est. Cost $193.86 Unrealized +61.5%
INTU INTUIT 0.1%
Value ($000) $634 Shares 929 Est. Cost $597.47 Unrealized +20.4%
NOMD NOMAD FOODS LTD 0.1%
Value ($000) $633 Shares 48,099 Est. Cost $16.99 Unrealized -7.8%
HSY HERSHEY CO 0.1%
Value ($000) $628 Shares 3,787 Est. Cost $132.07 Unrealized +36.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $628 Shares 967 Est. Cost $211.55 Unrealized +186.6%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $627 Shares 9,315 Est. Cost $48.25 Unrealized +29.4%
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $622 Shares 13,336 Est. Cost $40.08 Unrealized
DOX AMDOCS LTD 0.1%
Value ($000) $621 Shares 7,569 Est. Cost $78.04 Unrealized +9.6%
GGG GRACO INC 0.1%
Value ($000) $618 Shares 7,279 Est. Cost $86.05 Unrealized -1.3%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $606 Shares 1,077 Est. Cost $677.77 Unrealized -16.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $599 Shares 1,294 Est. Cost $374.87 Unrealized +19.5%
KWEB KRANESHARES TRUST 0.1%
Value ($000) $597 Shares 17,386 Est. Cost $26.62 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT 0.1%
Value ($000) $592 Shares 41,303 Est. Cost $16.61 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $590 Shares 6,492 Est. Cost $72.52 Unrealized
T AT&T INC 0.1%
Value ($000) $589 Shares 20,359 Est. Cost $17.23 Unrealized +62.9%
RS RELIANCE INC 0.1%
Value ($000) $579 Shares 2,063 Est. Cost $304.32 Unrealized -1.4%
CQQQ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $574 Shares 12,978 Est. Cost $41.11 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value ($000) $573 Shares 12,965 Est. Cost $34.46 Unrealized +24.9%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $569 Shares 609 Est. Cost $214.46 Unrealized +46.4%
LIN LINDE PLC 0.1%
Value ($000) $568 Shares 1,211 Est. Cost $385.56 Unrealized +22.1%
IWF ISHARES TR 0.1%
Value ($000) $568 Shares 1,338 Est. Cost $230.76 Unrealized
FID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $566 Shares 29,448 Est. Cost $15.95 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $565 Shares 9,933 Est. Cost $55.44 Unrealized
QLYS QUALYS INC 0.1%
Value ($000) $563 Shares 3,938 Est. Cost $85.30 Unrealized +59.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $561 Shares 25,567 Est. Cost $14.63 Unrealized +45.7%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $555 Shares 5,425 Est. Cost $128.77 Unrealized 0.0%
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.1%
Value ($000) $554 Shares 26,580 Est. Cost $21.43 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $554 Shares 6,029 Est. Cost $50.83 Unrealized +81.4%
CTAS CINTAS CORP 0.1%
Value ($000) $551 Shares 2,471 Est. Cost $155.88 Unrealized +36.5%
NOW SERVICENOW INC 0.1%
Value ($000) $547 Shares 569 Est. Cost $186.78 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $536 Shares 15,006 Est. Cost $39.52 Unrealized -16.1%
MPLX MPLX LP 0.1%
Value ($000) $533 Shares 10,340 Est. Cost $36.72 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $530 Shares 2,317 Est. Cost $191.84 Unrealized +16.6%
APTV APTIV PLC 0.1%
Value ($000) $529 Shares 6,131 Est. Cost $61.22 Unrealized +23.2%
CXM SPRINKLR INC 0.1%
Value ($000) $525 Shares 68,047 Est. Cost $8.43 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.1%
Value ($000) $516 Shares 2,963 Est. Cost $295.49 Unrealized -34.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $507 Shares 6,333 Est. Cost $51.03 Unrealized +57.7%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $507 Shares 13,536 Est. Cost $29.99 Unrealized +33.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $506 Shares 1,302 Est. Cost $313.37 Unrealized +35.7%
TECH BIO-TECHNE CORP 0.1%
Value ($000) $499 Shares 9,691 Est. Cost $71.34 Unrealized -25.1%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $497 Shares 5,413 Est. Cost $91.52 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $496 Shares 10,150 Est. Cost $48.85 Unrealized
RBIL RBB FD INC 0.1%
Value ($000) $492 Shares 9,820 Est. Cost $50.08 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $491 Shares 1,652 Est. Cost $319.44 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $487 Shares 2,092 Est. Cost $145.45 Unrealized +42.4%
EPR EPR PPTYS 0.1%
Value ($000) $485 Shares 8,368 Est. Cost $44.28 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $485 Shares 17,127 Est. Cost $34.59 Unrealized -23.2%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $484 Shares 20,469 Est. Cost $24.02 Unrealized -0.9%
EATON VANCE TAX-MANAGED DIVE 0.1%
Value ($000) $483 Shares 31,252 Est. Cost $13.97 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $481 Shares 1,509 Est. Cost $246.05 Unrealized +28.6%
ETHA ISHARES ETHEREUM TR 0.1%
Value ($000) $481 Shares 25,235 Est. Cost $19.84 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $480 Shares 2,784 Est. Cost $221.48 Unrealized -16.9%
ENB ENBRIDGE INC 0.1%
Value ($000) $476 Shares 10,512 Est. Cost $29.65 Unrealized +55.6%
SNPS SYNOPSYS INC 0.1%
Value ($000) $472 Shares 957 Est. Cost $521.29 Unrealized +8.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $467 Shares 10,084 Est. Cost $50.13 Unrealized -9.2%
PAX PATRIA INVESTMENTS LIMITED 0.1%
Value ($000) $467 Shares 31,969 Est. Cost $11.09 Unrealized +22.7%
FEM FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $465 Shares 18,948 Est. Cost $22.99 Unrealized
CRON CRONOS GROUP INC 0.1%
Value ($000) $461 Shares 241,205 Est. Cost $3.66 Unrealized -35.8%
PAAS PAN AMERN SILVER CORP 0.1%
Value ($000) $460 Shares 11,877 Est. Cost $32.15 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $460 Shares 1,094 Est. Cost $330.82 Unrealized +35.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $458 Shares 1,378 Est. Cost $167.41 Unrealized +105.2%
NMR NOMURA HLDGS INC 0.1%
Value ($000) $457 Shares 62,900 Est. Cost $6.58 Unrealized
ERIE ERIE INDTY CO 0.1%
Value ($000) $456 Shares 1,434 Est. Cost $275.34 Unrealized +24.8%
RGLD ROYAL GOLD INC 0.1%
Value ($000) $456 Shares 2,274 Est. Cost $172.96 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $455 Shares 14,667 Est. Cost $29.21 Unrealized
ASR GRUPO AEROPORTUARIO DEL SURE 0.1%
Value ($000) $453 Shares 1,401 Est. Cost $257.63 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $450 Shares 3,500 Est. Cost $72.40 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $446 Shares 2,666 Est. Cost $167.43 Unrealized +4.6%
ADT ADT INC DEL 0.1%
Value ($000) $446 Shares 51,192 Est. Cost $7.36 Unrealized +15.2%
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $444 Shares 17,975 Est. Cost $24.19 Unrealized
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $443 Shares 2,805 Est. Cost $173.36 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $441 Shares 6,568 Est. Cost $74.78 Unrealized -4.0%
HUYA HUYA INC 0.1%
Value ($000) $441 Shares 125,144 Est. Cost $4.55 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $438 Shares 3,310 Est. Cost $150.38 Unrealized -14.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $437 Shares 5,243 Est. Cost $77.73 Unrealized 0.0%
HURN HURON CONSULTING GROUP INC 0.1%
Value ($000) $433 Shares 2,950 Est. Cost $136.37 Unrealized 0.0%
ZROZ PIMCO ETF TR 0.1%
Value ($000) $433 Shares 6,455 Est. Cost $75.68 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $430 Shares 8,209 Est. Cost $37.51 Unrealized
BCSF BAIN CAP SPECIALTY FIN INC 0.1%
Value ($000) $428 Shares 28,447 Est. Cost $8.41 Unrealized +66.9%
MAA MID-AMER APT CMNTYS INC 0.1%
Value ($000) $422 Shares 2,852 Est. Cost $125.55 Unrealized +13.6%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $418 Shares 160 Est. Cost $1638.99 Unrealized +46.5%
BOXX EA SERIES TRUST 0.1%
Value ($000) $417 Shares 3,704 Est. Cost $112.68 Unrealized
VNOM VIPER ENERGY INC 0.1%
Value ($000) $410 Shares 10,718 Est. Cost $38.10 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.1%
Value ($000) $402 Shares 5,400 Est. Cost $65.48 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $401 Shares 6,274 Est. Cost $37.93 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $399 Shares 3,289 Est. Cost $87.41 Unrealized +51.5%
EATON VANCE ENHANCED EQUITY 0.1%
Value ($000) $399 Shares 16,474 Est. Cost $21.17 Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value ($000) $398 Shares 19,845 Est. Cost $20.32 Unrealized
KKR & CO INC 0.1%
Value ($000) $397 Shares 7,400 Est. Cost $53.60 Unrealized
CXW CORECIVIC INC 0.1%
Value ($000) $396 Shares 19,460 Est. Cost $20.71 Unrealized 0.0%
GSK GSK PLC 0.1%
Value ($000) $393 Shares 10,231 Est. Cost $37.38 Unrealized
KBE SPDR SERIES TRUST 0.1%
Value ($000) $390 Shares 7,000 Est. Cost $30.70 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $389 Shares 2,493 Est. Cost $161.31 Unrealized -6.7%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $386 Shares 3,824 Est. Cost $116.73 Unrealized -24.5%
CTMX CYTOMX THERAPEUTICS INC 0.1%
Value ($000) $377 Shares 118,337 Est. Cost $1.53 Unrealized +47.1%
D DOMINION ENERGY INC 0.1%
Value ($000) $376 Shares 6,653 Est. Cost $53.62 Unrealized +8.7%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $371 Shares 6,414 Est. Cost $73.18 Unrealized -26.2%
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $370 Shares 20,276 Est. Cost $21.36 Unrealized
IREN IREN LIMITED 0.1%
Value ($000) $369 Shares 25,350 Est. Cost $24.29 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $369 Shares 2,265 Est. Cost $174.00 Unrealized -9.5%
LH LABCORP HOLDINGS INC 0.1%
Value ($000) $362 Shares 1,379 Est. Cost $199.50 Unrealized +33.7%
CCJ CAMECO CORP 0.1%
Value ($000) $361 Shares 4,859 Est. Cost $44.71 Unrealized +73.1%
EATON VANCE NATL MUN OPPORT 0.1%
Value ($000) $359 Shares 22,100 Est. Cost $16.63 Unrealized
CAAP CORPORACION AMER ARPTS S A 0.1%
Value ($000) $353 Shares 19,506 Est. Cost $18.89 Unrealized +6.6%
CSX CSX CORP 0.1%
Value ($000) $353 Shares 10,807 Est. Cost $28.10 Unrealized +20.8%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $352 Shares 10,428 Est. Cost $41.61 Unrealized -17.5%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $349 Shares 798 Est. Cost $272.69 Unrealized +56.4%
HOLX HOLOGIC INC 0.1%
Value ($000) $346 Shares 5,133 Est. Cost $66.26 Unrealized +0.2%
HEZU ISHARES TR 0.1%
Value ($000) $346 Shares 8,430 Est. Cost $39.11 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $346 Shares 5,126 Est. Cost $53.61 Unrealized +18.3%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $344 Shares 1,100 Est. Cost $218.15 Unrealized +52.2%
SHY ISHARES TR 0.1%
Value ($000) $343 Shares 4,145 Est. Cost $82.75 Unrealized
BFIX BUILD FUNDS TRUST 0.1%
Value ($000) $339 Shares 13,499 Est. Cost $23.30 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $338 Shares 6,880 Est. Cost $40.59 Unrealized +40.0%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $338 Shares 8,346 Est. Cost $33.90 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $336 Shares 2,775 Est. Cost $101.64 Unrealized
EATON VANCE TX ADV GLBL DIV 0.1%
Value ($000) $334 Shares 15,966 Est. Cost $20.59 Unrealized
ATR APTARGROUP INC 0.1%
Value ($000) $333 Shares 2,129 Est. Cost $105.33 Unrealized +36.1%
IEMG ISHARES INC 0.1%
Value ($000) $331 Shares 5,520 Est. Cost $60.03 Unrealized
PETS PETMED EXPRESS INC 0.1%
Value ($000) $329 Shares 99,001 Est. Cost $7.84 Unrealized -60.5%
KRE SPDR SERIES TRUST 0.1%
Value ($000) $327 Shares 5,500 Est. Cost $37.82 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $325 Shares 2,420 Est. Cost $75.47 Unrealized +95.9%
PSO PEARSON PLC 0.1%
Value ($000) $324 Shares 22,891 Est. Cost $16.12 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $323 Shares 2,560 Est. Cost $64.63 Unrealized +97.3%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $322 Shares 6,104 Est. Cost $53.60 Unrealized +9.2%
TFC TRUIST FINL CORP 0.1%
Value ($000) $319 Shares 7,424 Est. Cost $29.83 Unrealized +48.7%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $314 Shares 3,356 Est. Cost $109.05 Unrealized 0.0%
DXJ WISDOMTREE TR 0.0%
Value ($000) $314 Shares 2,749 Est. Cost $110.35 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $308 Shares 3,427 Est. Cost $91.42 Unrealized +2.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $306 Shares 2,198 Est. Cost $118.02 Unrealized +18.6%
UTES ETFIS SER TR I 0.0%
Value ($000) $295 Shares 3,901 Est. Cost $63.96 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $294 Shares 1,192 Est. Cost $175.25 Unrealized +33.1%
IEFA ISHARES TR 0.0%
Value ($000) $291 Shares 3,491 Est. Cost $35.48 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $291 Shares 3,160 Est. Cost $68.04 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $283 Shares 515 Est. Cost $572.80 Unrealized +3.8%
FV FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $282 Shares 4,752 Est. Cost $44.07 Unrealized
SF STIFEL FINL CORP 0.0%
Value ($000) $280 Shares 2,700 Est. Cost $31.76 Unrealized +251.3%
XONE BONDBLOXX ETF TRUST 0.0%
Value ($000) $280 Shares 5,636 Est. Cost $49.56 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $277 Shares 5,320 Est. Cost $52.10 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $277 Shares 1,425 Est. Cost $178.26 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $277 Shares 2,623 Est. Cost $80.19 Unrealized +29.9%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $275 Shares 2,133 Est. Cost $119.68 Unrealized +5.9%
SPTM SPDR SERIES TRUST 0.0%
Value ($000) $275 Shares 3,672 Est. Cost $64.42 Unrealized
MSTR STRATEGY INC 0.0%
Value ($000) $275 Shares 4,660 Est. Cost $361.95 Unrealized +2.5%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $273 Shares 7,116 Est. Cost $40.54 Unrealized +8.1%
NUE NUCOR CORP 0.0%
Value ($000) $272 Shares 2,103 Est. Cost $140.51 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $271 Shares 4,252 Est. Cost $52.54 Unrealized +22.2%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $270 Shares 1,991 Est. Cost $130.92 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $270 Shares 10,200 Est. Cost $24.02 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $269 Shares 870 Est. Cost $284.41 Unrealized +7.1%
IDCC INTERDIGITAL INC 0.0%
Value ($000) $269 Shares 1,200 Est. Cost $174.85 Unrealized +55.4%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $268 Shares 2,940 Est. Cost $82.56 Unrealized +22.8%
MDT MEDTRONIC PLC 0.0%
Value ($000) $266 Shares 3,051 Est. Cost $80.66 Unrealized +13.2%
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $265 Shares 29,302 Est. Cost $9.88 Unrealized
SSYS STRATASYS LTD 0.0%
Value ($000) $262 Shares 22,835 Est. Cost $23.22 Unrealized -53.6%
VFF VILLAGE FARMS INTL INC 0.0%
Value ($000) $261 Shares 237,200 Est. Cost $1.82 Unrealized +19.6%
FDT FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $258 Shares 3,745 Est. Cost $56.12 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $254 Shares 3,466 Est. Cost $42.52 Unrealized +59.1%
RDVY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $253 Shares 4,037 Est. Cost $55.57 Unrealized
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $249 Shares 5,211 Est. Cost $47.75 Unrealized
MKTW MARKETWISE INC 0.0%
Value ($000) $248 Shares 14,999 Est. Cost $14.57 Unrealized +21.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $247 Shares 2,225 Est. Cost $87.00 Unrealized +29.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $242 Shares 4,662 Est. Cost $44.00 Unrealized +12.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $240 Shares 1,359 Est. Cost $162.31 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $239 Shares 4,870 Est. Cost $47.75 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $239 Shares 1,595 Est. Cost $117.83 Unrealized +43.8%
UPGD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $237 Shares 3,340 Est. Cost $39.46 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $237 Shares 944 Est. Cost $271.37 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $235 Shares 4,124 Est. Cost $48.76 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $232 Shares 939 Est. Cost $250.69 Unrealized +2.6%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $228 Shares 800 Est. Cost $258.71 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $226 Shares 1,246 Est. Cost $181.67 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $225 Shares 1,999 Est. Cost $89.80 Unrealized +20.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $225 Shares 2,310 Est. Cost $105.52 Unrealized 0.0%
BTE BAYTEX ENERGY CORP 0.0%
Value ($000) $223 Shares 124,350 Est. Cost $3.62 Unrealized -40.7%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $215 Shares 785 Est. Cost $267.49 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $214 Shares 669 Est. Cost $137.90 Unrealized +117.7%
EQT EQT CORP 0.0%
Value ($000) $214 Shares 3,670 Est. Cost $50.54 Unrealized +4.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $214 Shares 3,095 Est. Cost $60.23 Unrealized +12.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $212 Shares 1,456 Est. Cost $143.17 Unrealized -4.2%
KKR KKR & CO INC 0.0%
Value ($000) $212 Shares 1,591 Est. Cost $141.65 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $203 Shares 522 Est. Cost $392.30 Unrealized -21.5%
OGI ORGANIGRAM GLOBAL INC 0.0%
Value ($000) $201 Shares 149,216 Est. Cost $1.57 Unrealized 0.0%
MNRS GRAYSCALE FUNDS TRUST 0.0%
Value ($000) $200 Shares 7,976 Est. Cost $25.11 Unrealized
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $199 Shares 21,650 Est. Cost $9.45 Unrealized
ROYCE SMALL CAP TRUST INC 0.0%
Value ($000) $161 Shares 10,687 Est. Cost $14.52 Unrealized
ARCT ARCTURUS THERAPEUTICS HLDGS 0.0%
Value ($000) $134 Shares 10,300 Est. Cost $40.97 Unrealized -60.8%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $130 Shares 12,350 Est. Cost $15.19 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $120 Shares 10,094 Est. Cost $11.92 Unrealized
INVESCO ADVANTAGE MUN INCOME 0.0%
Value ($000) $103 Shares 12,250 Est. Cost $8.54 Unrealized
AXTI AXT INC 0.0%
Value ($000) $98 Shares 46,925 Est. Cost $4.28 Unrealized -33.2%
KPLT KATAPULT HOLDINGS INC 0.0%
Value ($000) $88 Shares 11,006 Est. Cost $14.58 Unrealized -1.7%
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $82 Shares 15,300 Est. Cost $6.10 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $22 Shares 10,200 Est. Cost $2.61 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $19 Shares 14,296 Est. Cost $3.10 Unrealized -55.7%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $8 Shares 4,000 Est. Cost $361.95 Unrealized +2.5%
KPLTW KATAPULT HOLDINGS INC 0.0%
Value ($000) $0 Shares 36,000 Est. Cost $0.01 Unrealized