GeoWealth Management, LLC Diversified Active

CIK: 0001593387 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $1,209 (100.0% shares, 0.0% debt)

Holdings (676)

TDSC EXCHANGE LISTED FDS TR 5.1%
Value ($000) $62 Shares 2,642,164 Est. Cost $20.79 Unrealized
BIL SPDR SER TR 2.6%
Value ($000) $31 Shares 340,324 Est. Cost $88.45 Unrealized
GTO INVESCO ACTIVELY MANAGED ETF 2.5%
Value ($000) $31 Shares 647,783 Est. Cost $0.05 Unrealized
CLSM EXCHANGE LISTED FDS TR 1.6%
Value ($000) $20 Shares 969,050 Est. Cost $3.47 Unrealized
DFAI DIMENSIONAL ETF TRUST 1.6%
Value ($000) $19 Shares 660,846 Est. Cost $0.03 Unrealized
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $19 Shares 39,703 Est. Cost $73.41 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $18 Shares 348,074 Est. Cost $3.89 Unrealized
BILS SPDR SER TR 1.5%
Value ($000) $18 Shares 179,843 Est. Cost $0.10 Unrealized
MOAT VANECK ETF TRUST 1.5%
Value ($000) $18 Shares 209,432 Est. Cost $0.08 Unrealized
EXCHANGE LISTED FDS TR 1.4%
Value ($000) $17 Shares 733,162 Est. Cost $25.72 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $16 Shares 310,201 Est. Cost $0.12 Unrealized
SECT NORTHERN LTS FD TR IV 1.3%
Value ($000) $16 Shares 339,156 Est. Cost $0.04 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 1.3%
Value ($000) $15 Shares 316,732 Est. Cost $0.04 Unrealized
TDSB EXCHANGE LISTED FDS TR 1.2%
Value ($000) $15 Shares 688,329 Est. Cost $23.23 Unrealized
ICVT ISHARES TR 1.2%
Value ($000) $14 Shares 179,293 Est. Cost $0.08 Unrealized
DGRW WISDOMTREE TR 1.1%
Value ($000) $14 Shares 195,829 Est. Cost $2.88 Unrealized
EXCHANGE LISTED FDS TR 1.1%
Value ($000) $13 Shares 576,714 Est. Cost $25.61 Unrealized
IWF ISHARES TR 1.1%
Value ($000) $13 Shares 44,091 Est. Cost $9.85 Unrealized
OMFS INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $13 Shares 340,370 Est. Cost $30.01 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $12 Shares 64,862 Est. Cost $167.05 Unrealized +9.4%
ANGL VANECK ETF TRUST 1.0%
Value ($000) $12 Shares 416,604 Est. Cost $8.56 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $12 Shares 31,388 Est. Cost $336.43 Unrealized +4.1%
CWB SPDR SER TR 1.0%
Value ($000) $12 Shares 161,967 Est. Cost $20.74 Unrealized
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $12 Shares 60,506 Est. Cost $113.97 Unrealized
XLSR SSGA ACTIVE TR 1.0%
Value ($000) $12 Shares 253,764 Est. Cost $21.55 Unrealized
IEI ISHARES TR 0.9%
Value ($000) $11 Shares 96,814 Est. Cost $41.36 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $11 Shares 115,423 Est. Cost $0.09 Unrealized
EXCHANGE LISTED FDS TR 0.9%
Value ($000) $11 Shares 548,721 Est. Cost $5.66 Unrealized
TLT ISHARES TR 0.9%
Value ($000) $11 Shares 107,525 Est. Cost $42.30 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $11 Shares 77,911 Est. Cost $105.58 Unrealized
SCHP SCHWAB STRATEGIC TR 0.8%
Value ($000) $10 Shares 190,255 Est. Cost $0.05 Unrealized
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $10 Shares 116,684 Est. Cost $0.08 Unrealized
XLI SELECT SECTOR SPDR TR 0.8%
Value ($000) $10 Shares 84,103 Est. Cost $3.52 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.8%
Value ($000) $9 Shares 392,310 Est. Cost $0.02 Unrealized
BOND PIMCO ETF TR 0.8%
Value ($000) $9 Shares 101,209 Est. Cost $97.67 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $9 Shares 20,303 Est. Cost $0.43 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $9 Shares 55,562 Est. Cost $0.22 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $9 Shares 18,192 Est. Cost $275.48 Unrealized
IWY ISHARES TR 0.7%
Value ($000) $9 Shares 49,297 Est. Cost $0.17 Unrealized
AOK ISHARES TR 0.7%
Value ($000) $8 Shares 233,767 Est. Cost $8.10 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $8 Shares 536,830 Est. Cost $0.02 Unrealized
SPDW SPDR INDEX SHS FDS 0.7%
Value ($000) $8 Shares 244,366 Est. Cost $20.08 Unrealized
IMCG ISHARES TR 0.7%
Value ($000) $8 Shares 128,189 Est. Cost $0.06 Unrealized
ONEQ FIDELITY COMWLTH TR 0.7%
Value ($000) $8 Shares 139,429 Est. Cost $0.06 Unrealized
MGK VANGUARD WORLD FD 0.7%
Value ($000) $8 Shares 31,637 Est. Cost $38.26 Unrealized
SPEM SPDR INDEX SHS FDS 0.7%
Value ($000) $8 Shares 226,938 Est. Cost $11.21 Unrealized
MGC VANGUARD WORLD FD 0.6%
Value ($000) $8 Shares 44,335 Est. Cost $84.42 Unrealized
XLC SELECT SECTOR SPDR TR 0.6%
Value ($000) $7 Shares 101,508 Est. Cost $31.11 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $7 Shares 47,306 Est. Cost $138.98 Unrealized +0.9%
XLY SELECT SECTOR SPDR TR 0.5%
Value ($000) $6 Shares 35,150 Est. Cost $60.60 Unrealized
FCOR FIDELITY MERRIMACK STR TR 0.5%
Value ($000) $6 Shares 132,397 Est. Cost $0.04 Unrealized
FISR SSGA ACTIVE TR 0.5%
Value ($000) $6 Shares 232,695 Est. Cost $18.89 Unrealized
XLRE SELECT SECTOR SPDR TR 0.5%
Value ($000) $6 Shares 149,558 Est. Cost $0.04 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $6 Shares 11,951 Est. Cost $45.69 Unrealized +1.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $6 Shares 101,359 Est. Cost $23.65 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $6 Shares 97,943 Est. Cost $53.04 Unrealized
SPYD SPDR SER TR 0.4%
Value ($000) $5 Shares 138,337 Est. Cost $0.04 Unrealized
SPSM SPDR SER TR 0.4%
Value ($000) $5 Shares 125,574 Est. Cost $7.42 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.4%
Value ($000) $5 Shares 29,717 Est. Cost $0.18 Unrealized
IAGG ISHARES TR 0.4%
Value ($000) $5 Shares 104,686 Est. Cost $43.64 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $5 Shares 36,528 Est. Cost $130.99 Unrealized +1.8%
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $5 Shares 70,470 Est. Cost $58.45 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.4%
Value ($000) $5 Shares 53,313 Est. Cost $77.96 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 0.4%
Value ($000) $5 Shares 197,705 Est. Cost $0.02 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.4%
Value ($000) $5 Shares 49,143 Est. Cost $0.10 Unrealized
SPAB SPDR SER TR 0.4%
Value ($000) $5 Shares 189,434 Est. Cost $18.51 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $5 Shares 65,605 Est. Cost $68.05 Unrealized
NEAR ISHARES U S ETF TR 0.4%
Value ($000) $5 Shares 90,139 Est. Cost $0.05 Unrealized
SHYG ISHARES TR 0.4%
Value ($000) $4 Shares 106,353 Est. Cost $14.48 Unrealized
SHV ISHARES TR 0.4%
Value ($000) $4 Shares 38,639 Est. Cost $45.27 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $4 Shares 11,828 Est. Cost $321.86 Unrealized +0.5%
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $4 Shares 50,692 Est. Cost $93.25 Unrealized
IGSB ISHARES TR 0.3%
Value ($000) $4 Shares 76,504 Est. Cost $0.05 Unrealized
IEF ISHARES TR 0.3%
Value ($000) $4 Shares 38,976 Est. Cost $7.44 Unrealized
VXF VANGUARD INDEX FDS 0.3%
Value ($000) $4 Shares 22,474 Est. Cost $0.16 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $4 Shares 46,630 Est. Cost $44.90 Unrealized
IEFA ISHARES TR 0.3%
Value ($000) $4 Shares 50,916 Est. Cost $34.84 Unrealized
JPMB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $4 Shares 89,636 Est. Cost $0.04 Unrealized
EXCHANGE LISTED FDS TR 0.3%
Value ($000) $4 Shares 183,652 Est. Cost $6.59 Unrealized
USFR WISDOMTREE TR 0.3%
Value ($000) $4 Shares 69,674 Est. Cost $0.05 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3 Shares 6,505 Est. Cost $493.55 Unrealized +3.6%
SGOV ISHARES TR 0.3%
Value ($000) $3 Shares 33,963 Est. Cost $0.10 Unrealized
CORP PIMCO ETF TR 0.3%
Value ($000) $3 Shares 33,511 Est. Cost $4.86 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value ($000) $3 Shares 7,574 Est. Cost $345.39 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $3 Shares 21,569 Est. Cost $130.07 Unrealized +3.5%
BBUS J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $3 Shares 35,134 Est. Cost $0.08 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $3 Shares 43,788 Est. Cost $0.07 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $3 Shares 38,012 Est. Cost $41.07 Unrealized
SPTS SPDR SER TR 0.2%
Value ($000) $3 Shares 100,599 Est. Cost $5.04 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $3 Shares 59,956 Est. Cost $25.27 Unrealized
SJNK SPDR SER TR 0.2%
Value ($000) $3 Shares 114,535 Est. Cost $5.04 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $3 Shares 19,556 Est. Cost $0.14 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $3 Shares 4,924 Est. Cost $575.10 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $3 Shares 6,690 Est. Cost $396.81 Unrealized +0.1%
SPTI SPDR SER TR 0.2%
Value ($000) $3 Shares 95,805 Est. Cost $6.17 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $3 Shares 2,364 Est. Cost $89.71 Unrealized +2.8%
OEF ISHARES TR 0.2%
Value ($000) $3 Shares 11,671 Est. Cost $0.22 Unrealized
FALN ISHARES TR 0.2%
Value ($000) $3 Shares 98,551 Est. Cost $0.02 Unrealized
PSK SPDR SER TR 0.2%
Value ($000) $3 Shares 77,425 Est. Cost $0.03 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $3 Shares 61,665 Est. Cost $1.98 Unrealized
TIPX SPDR SER TR 0.2%
Value ($000) $3 Shares 135,784 Est. Cost $6.23 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $2 Shares 13,050 Est. Cost $0.18 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.2%
Value ($000) $2 Shares 109,327 Est. Cost $18.24 Unrealized
V VISA INC 0.2%
Value ($000) $2 Shares 9,384 Est. Cost $241.12 Unrealized +0.6%
ABBV ABBVIE INC 0.2%
Value ($000) $2 Shares 15,582 Est. Cost $134.85 Unrealized +0.6%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $2 Shares 32,774 Est. Cost $65.45 Unrealized
GWX SPDR INDEX SHS FDS 0.2%
Value ($000) $2 Shares 74,982 Est. Cost $13.52 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $2 Shares 13,860 Est. Cost $139.76 Unrealized +3.7%
PALC PACER FDS TR 0.2%
Value ($000) $2 Shares 57,463 Est. Cost $18.63 Unrealized
TFLO ISHARES TR 0.2%
Value ($000) $2 Shares 45,909 Est. Cost $8.87 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2 Shares 29,355 Est. Cost $75.25 Unrealized
GLDM WORLD GOLD TR 0.2%
Value ($000) $2 Shares 54,571 Est. Cost $0.04 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $2 Shares 8,324 Est. Cost $222.63 Unrealized +0.4%
IYG ISHARES TR 0.2%
Value ($000) $2 Shares 11,921 Est. Cost $110.38 Unrealized
QUS SPDR SER TR 0.2%
Value ($000) $2 Shares 16,109 Est. Cost $54.26 Unrealized
SPSB SPDR SER TR 0.2%
Value ($000) $2 Shares 70,393 Est. Cost $26.08 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $2 Shares 9,118 Est. Cost $194.68 Unrealized +0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.2%
Value ($000) $2 Shares 56,078 Est. Cost $0.03 Unrealized
WMT WALMART INC 0.2%
Value ($000) $2 Shares 12,684 Est. Cost $49.57 Unrealized +4.2%
BAB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2 Shares 73,496 Est. Cost $0.03 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $2 Shares 17,811 Est. Cost $95.17 Unrealized +1.7%
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $2 Shares 24,760 Est. Cost $0.08 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $2 Shares 36,862 Est. Cost $46.64 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2 Shares 2,906 Est. Cost $541.24 Unrealized +6.0%
MINT PIMCO ETF TR 0.2%
Value ($000) $2 Shares 19,115 Est. Cost $25.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2 Shares 5,283 Est. Cost $329.08 Unrealized +6.7%
TSLA TESLA INC 0.2%
Value ($000) $2 Shares 7,414 Est. Cost $238.47 Unrealized -0.3%
USB US BANCORP DEL 0.2%
Value ($000) $2 Shares 42,004 Est. Cost $30.83 Unrealized +7.4%
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $2 Shares 55,460 Est. Cost $0.03 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2 Shares 35,902 Est. Cost $3.81 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $2 Shares 12,599 Est. Cost $104.72 Unrealized +3.4%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $2 Shares 68,224 Est. Cost $0.03 Unrealized
INTF ISHARES TR 0.1%
Value ($000) $2 Shares 63,411 Est. Cost $12.59 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $2 Shares 11,887 Est. Cost $127.07 Unrealized +8.4%
BBIN J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2 Shares 31,062 Est. Cost $0.05 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $2 Shares 60,642 Est. Cost $24.74 Unrealized 0.0%
WLDR TWO RDS SHARED TR 0.1%
Value ($000) $2 Shares 63,997 Est. Cost $11.24 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $2 Shares 34,779 Est. Cost $40.00 Unrealized +0.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2 Shares 11,153 Est. Cost $143.92 Unrealized -0.2%
EBND SPDR SER TR 0.1%
Value ($000) $2 Shares 82,127 Est. Cost $11.31 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $2 Shares 75,645 Est. Cost $0.02 Unrealized
IGLB ISHARES TR 0.1%
Value ($000) $2 Shares 33,031 Est. Cost $0.05 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $2 Shares 7,323 Est. Cost $0.24 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $2 Shares 24,728 Est. Cost $56.16 Unrealized -0.1%
TLH ISHARES TR 0.1%
Value ($000) $2 Shares 15,709 Est. Cost $77.34 Unrealized
NKE NIKE INC 0.1%
Value ($000) $2 Shares 15,603 Est. Cost $102.81 Unrealized +0.2%
PEP PEPSICO INC 0.1%
Value ($000) $2 Shares 9,929 Est. Cost $154.50 Unrealized -0.5%
DSI ISHARES TR 0.1%
Value ($000) $2 Shares 18,140 Est. Cost $0.09 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $2 Shares 32,991 Est. Cost $16.47 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $2 Shares 19,365 Est. Cost $9.71 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $2 Shares 16,289 Est. Cost $0.10 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $2 Shares 25,135 Est. Cost $7.72 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $2 Shares 28,361 Est. Cost $13.26 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $2 Shares 23,471 Est. Cost $0.07 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $2 Shares 19,490 Est. Cost $85.12 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $2 Shares 4,427 Est. Cost $311.34 Unrealized +0.4%
MCK MCKESSON CORP 0.1%
Value ($000) $2 Shares 3,292 Est. Cost $441.71 Unrealized +1.9%
IYW ISHARES TR 0.1%
Value ($000) $2 Shares 12,405 Est. Cost $82.49 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $2 Shares 19,412 Est. Cost $68.24 Unrealized 0.0%
HYS PIMCO ETF TR 0.1%
Value ($000) $1 Shares 16,005 Est. Cost $28.57 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $1 Shares 29,402 Est. Cost $34.73 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 18,318 Est. Cost $0.08 Unrealized
JPME J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 15,961 Est. Cost $67.30 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $1 Shares 31,823 Est. Cost $0.04 Unrealized
SPTL SPDR SER TR 0.1%
Value ($000) $1 Shares 50,074 Est. Cost $34.49 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1 Shares 32,472 Est. Cost $0.56 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1 Shares 6,707 Est. Cost $175.15 Unrealized 0.0%
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 30,460 Est. Cost $0.05 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1 Shares 2,673 Est. Cost $481.67 Unrealized -0.2%
LGLV SPDR SER TR 0.1%
Value ($000) $1 Shares 9,735 Est. Cost $0.13 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $1 Shares 17,148 Est. Cost $1.62 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1 Shares 9,593 Est. Cost $138.89 Unrealized +1.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $1 Shares 4,740 Est. Cost $235.67 Unrealized +6.6%
HYG ISHARES TR 0.1%
Value ($000) $1 Shares 18,086 Est. Cost $0.08 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1 Shares 13,495 Est. Cost $0.10 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $1 Shares 40,633 Est. Cost $28.18 Unrealized -2.0%
XMHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1 Shares 15,357 Est. Cost $0.09 Unrealized
MLPX GLOBAL X FDS 0.1%
Value ($000) $1 Shares 30,397 Est. Cost $0.04 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $1 Shares 13,862 Est. Cost $80.79 Unrealized +1.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1 Shares 13,446 Est. Cost $81.97 Unrealized +19.0%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1 Shares 33,061 Est. Cost $0.04 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1 Shares 8,240 Est. Cost $144.16 Unrealized 0.0%
MBB ISHARES TR 0.1%
Value ($000) $1 Shares 14,086 Est. Cost $30.82 Unrealized
SDIV GLOBAL X FDS 0.1%
Value ($000) $1 Shares 57,440 Est. Cost $0.02 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1 Shares 4,270 Est. Cost $241.05 Unrealized +7.3%
GAP GAP INC 0.1%
Value ($000) $1 Shares 60,442 Est. Cost $15.11 Unrealized 0.0%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $1 Shares 30,114 Est. Cost $35.23 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $1 Shares 2,024 Est. Cost $572.80 Unrealized +0.7%
LQD ISHARES TR 0.1%
Value ($000) $1 Shares 10,875 Est. Cost $7.16 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1 Shares 4,627 Est. Cost $234.12 Unrealized +0.1%
EMB ISHARES TR 0.1%
Value ($000) $1 Shares 13,405 Est. Cost $64.56 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $1 Shares 1,692 Est. Cost $126.04 Unrealized 0.0%
JEMA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 32,684 Est. Cost $18.75 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $1 Shares 14,281 Est. Cost $76.99 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 15,432 Est. Cost $0.08 Unrealized
LDUR PIMCO ETF TR 0.1%
Value ($000) $1 Shares 12,095 Est. Cost $28.43 Unrealized
INTU INTUIT 0.1%
Value ($000) $1 Shares 1,795 Est. Cost $544.67 Unrealized 0.0%
QLD PROSHARES TR 0.1%
Value ($000) $1 Shares 14,743 Est. Cost $0.05 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value ($000) $1 Shares 3,664 Est. Cost $272.58 Unrealized 0.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $1 Shares 8,346 Est. Cost $98.55 Unrealized +7.2%
IDEV ISHARES TR 0.1%
Value ($000) $1 Shares 17,363 Est. Cost $0.06 Unrealized
CRH CRH PLC 0.1%
Value ($000) $1 Shares 15,897 Est. Cost $58.12 Unrealized 0.0%
EDV VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 13,297 Est. Cost $0.08 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $1 Shares 1,276 Est. Cost $756.34 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $1 Shares 90,656 Est. Cost $0.01 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 27,276 Est. Cost $2.31 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1 Shares 4,398 Est. Cost $227.65 Unrealized -2.5%
HRB BLOCK H & R INC 0.1%
Value ($000) $1 Shares 21,115 Est. Cost $41.91 Unrealized 0.0%
OC OWENS CORNING NEW 0.1%
Value ($000) $1 Shares 6,857 Est. Cost $132.46 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $1 Shares 7,010 Est. Cost $118.87 Unrealized -0.4%
AIZ ASSURANT INC 0.1%
Value ($000) $1 Shares 5,988 Est. Cost $153.72 Unrealized 0.0%
SSO PROSHARES TR 0.1%
Value ($000) $1 Shares 15,359 Est. Cost $20.87 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $1 Shares 5,561 Est. Cost $168.03 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 9,180 Est. Cost $106.72 Unrealized -0.0%
SGOL ABRDN GOLD ETF TRUST 0.1%
Value ($000) $1 Shares 48,947 Est. Cost $0.02 Unrealized
MUSA MURPHY USA INC 0.1%
Value ($000) $1 Shares 2,692 Est. Cost $358.80 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $1 Shares 8,705 Est. Cost $96.07 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $1 Shares 14,195 Est. Cost $0.07 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $1 Shares 11,530 Est. Cost $71.79 Unrealized -0.5%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 13,572 Est. Cost $0.07 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1 Shares 2,723 Est. Cost $293.56 Unrealized +0.1%
ZTS ZOETIS INC 0.1%
Value ($000) $1 Shares 4,780 Est. Cost $172.86 Unrealized 0.0%
QEFA SPDR INDEX SHS FDS 0.1%
Value ($000) $1 Shares 12,742 Est. Cost $0.07 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $1 Shares 1,905 Est. Cost $0.48 Unrealized
MOTI VANECK ETF TRUST 0.1%
Value ($000) $1 Shares 29,186 Est. Cost $0.03 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1 Shares 17,923 Est. Cost $47.95 Unrealized +0.1%
ISHARES TR 0.1%
Value ($000) $1 Shares 36,001 Est. Cost $0.02 Unrealized
AMCOR PLC 0.1%
Value ($000) $1 Shares 91,684 Est. Cost $8.45 Unrealized -0.0%
SAP SAP SE 0.1%
Value ($000) $1 Shares 5,702 Est. Cost $0.15 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1 Shares 9,369 Est. Cost $86.99 Unrealized +0.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1 Shares 9,161 Est. Cost $92.20 Unrealized -0.0%
LIN LINDE PLC 0.1%
Value ($000) $1 Shares 2,089 Est. Cost $383.62 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $1 Shares 1,858 Est. Cost $403.66 Unrealized +0.9%
ASML ASML HOLDING N V 0.1%
Value ($000) $1 Shares 1,128 Est. Cost $0.76 Unrealized
TMAT NORTHERN LTS FD TR IV 0.1%
Value ($000) $1 Shares 51,837 Est. Cost $0.01 Unrealized
IEUR ISHARES TR 0.1%
Value ($000) $1 Shares 15,248 Est. Cost $53.75 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1 Shares 1,895 Est. Cost $387.70 Unrealized +0.1%
IYH ISHARES TR 0.1%
Value ($000) $1 Shares 2,910 Est. Cost $0.29 Unrealized
AIR AAR CORP 0.1%
Value ($000) $1 Shares 13,252 Est. Cost $64.21 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1 Shares 4,605 Est. Cost $141.87 Unrealized +14.5%
NFLX NETFLIX INC 0.1%
Value ($000) $1 Shares 1,683 Est. Cost $43.47 Unrealized +0.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 8,391 Est. Cost $83.87 Unrealized -0.0%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $1 Shares 73,711 Est. Cost $0.01 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 1,783 Est. Cost $417.45 Unrealized -0.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1 Shares 4,999 Est. Cost $141.57 Unrealized +1.1%
BP BP PLC 0.1%
Value ($000) $1 Shares 22,543 Est. Cost $0.04 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1 Shares 3,798 Est. Cost $172.33 Unrealized 0.0%
GPRK GEOPARK LTD 0.1%
Value ($000) $1 Shares 90,830 Est. Cost $14.54 Unrealized -35.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1 Shares 20,486 Est. Cost $33.39 Unrealized -7.2%
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $1 Shares 13,133 Est. Cost $0.06 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1 Shares 2,472 Est. Cost $264.03 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $1 Shares 5,125 Est. Cost $137.13 Unrealized +3.5%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 4,473 Est. Cost $0.17 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1 Shares 4,325 Est. Cost $153.29 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1 Shares 2,226 Est. Cost $298.09 Unrealized 0.0%
JGRO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 12,148 Est. Cost $0.06 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 1,359 Est. Cost $508.04 Unrealized 0.0%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 15,468 Est. Cost $0.04 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 13,046 Est. Cost $0.05 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $1 Shares 5,745 Est. Cost $108.49 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $1 Shares 203 Est. Cost $3067.93 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1 Shares 458 Est. Cost $1417.24 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $1 Shares 11,687 Est. Cost $52.84 Unrealized 0.0%
BBCA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 10,924 Est. Cost $63.18 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $1 Shares 12,148 Est. Cost $51.55 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1 Shares 2,352 Est. Cost $133.70 Unrealized 0.0%
DEED FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1 Shares 32,694 Est. Cost $19.81 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $1 Shares 12,504 Est. Cost $41.10 Unrealized
FMF FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 14,954 Est. Cost $0.05 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $1 Shares 4,522 Est. Cost $120.55 Unrealized 0.0%
FAAR FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $1 Shares 25,148 Est. Cost $0.03 Unrealized
T AT&T INC 0.1%
Value ($000) $1 Shares 40,906 Est. Cost $14.47 Unrealized -1.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1 Shares 4,191 Est. Cost $126.80 Unrealized +11.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1 Shares 9,426 Est. Cost $64.16 Unrealized +0.2%
PAVE GLOBAL X FDS 0.1%
Value ($000) $1 Shares 19,725 Est. Cost $24.05 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1 Shares 14,808 Est. Cost $0.05 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 2,167 Est. Cost $0.27 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 10,887 Est. Cost $0.06 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 2,855 Est. Cost $0.23 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 22,630 Est. Cost $27.04 Unrealized -2.4%
MUB ISHARES TR 0.1%
Value ($000) $1 Shares 6,003 Est. Cost $0.11 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $1 Shares 6,864 Est. Cost $0.09 Unrealized
LVHI LEGG MASON ETF INVT 0.1%
Value ($000) $1 Shares 23,353 Est. Cost $0.03 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $1 Shares 2,835 Est. Cost $197.25 Unrealized +8.4%
TIPZ PIMCO ETF TR 0.1%
Value ($000) $1 Shares 11,991 Est. Cost $12.22 Unrealized
KCE SPDR SER TR 0.1%
Value ($000) $1 Shares 6,269 Est. Cost $0.10 Unrealized
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $1 Shares 4,676 Est. Cost $115.93 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1 Shares 14,489 Est. Cost $41.81 Unrealized -4.1%
BUYW NORTHERN LTS FD TR IV 0.1%
Value ($000) $1 Shares 46,689 Est. Cost $0.01 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1 Shares 31,870 Est. Cost $0.02 Unrealized
TDVG T ROWE PRICE ETF INC 0.1%
Value ($000) $1 Shares 17,408 Est. Cost $0.03 Unrealized
MRSK NORTHERN LIGHTS FD TR 0.1%
Value ($000) $1 Shares 21,276 Est. Cost $0.03 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $1 Shares 15,334 Est. Cost $23.20 Unrealized
BTAL AGF INVTS TR 0.0%
Value ($000) $1 Shares 35,490 Est. Cost $0.02 Unrealized
DE DEERE & CO 0.0%
Value ($000) $1 Shares 1,502 Est. Cost $365.55 Unrealized -0.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1 Shares 6,125 Est. Cost $88.09 Unrealized 0.0%
JAAA JANUS DETROIT STR TR 0.0%
Value ($000) $1 Shares 11,857 Est. Cost $37.33 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $1 Shares 4,912 Est. Cost $94.90 Unrealized +21.8%
HDUS LATTICE STRATEGIES TR 0.0%
Value ($000) $1 Shares 12,646 Est. Cost $0.04 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $1 Shares 32,980 Est. Cost $11.87 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 6,792 Est. Cost $3.70 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1 Shares 9,539 Est. Cost $60.45 Unrealized -11.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 7,153 Est. Cost $64.07 Unrealized +12.7%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 20,918 Est. Cost $14.57 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1 Shares 3,732 Est. Cost $119.93 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $1 Shares 707 Est. Cost $0.81 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $1 Shares 4,475 Est. Cost $91.47 Unrealized 0.0%
NDSN NORDSON CORP 0.0%
Value ($000) $1 Shares 2,159 Est. Cost $232.15 Unrealized -2.9%
RTX RTX CORPORATION 0.0%
Value ($000) $1 Shares 6,748 Est. Cost $72.52 Unrealized +4.3%
IUSB ISHARES TR 0.0%
Value ($000) $1 Shares 12,302 Est. Cost $0.05 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 3,823 Est. Cost $117.86 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 7,329 Est. Cost $66.35 Unrealized +2.9%
ETN EATON CORP PLC 0.0%
Value ($000) $1 Shares 2,287 Est. Cost $214.68 Unrealized +0.4%
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 9,307 Est. Cost $53.35 Unrealized -0.2%
FDG AMERICAN CENTY ETF TR 0.0%
Value ($000) $1 Shares 7,668 Est. Cost $0.06 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $1 Shares 2,463 Est. Cost $0.22 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $1 Shares 1,812 Est. Cost $274.84 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $1 Shares 8,830 Est. Cost $57.15 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1 Shares 10,496 Est. Cost $49.61 Unrealized -5.2%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $1 Shares 3,153 Est. Cost $0.16 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $1 Shares 18,571 Est. Cost $11.47 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $1 Shares 9,820 Est. Cost $45.87 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $1 Shares 11,467 Est. Cost $0.04 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 1,831 Est. Cost $254.64 Unrealized +0.2%
PAMC PACER FDS TR 0.0%
Value ($000) $1 Shares 14,186 Est. Cost $0.03 Unrealized
FCTR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $1 Shares 18,888 Est. Cost $0.03 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1 Shares 4,492 Est. Cost $108.96 Unrealized +0.7%
BUG GLOBAL X FDS 0.0%
Value ($000) $1 Shares 17,711 Est. Cost $14.32 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $1 Shares 10,503 Est. Cost $40.73 Unrealized +0.7%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1 Shares 29,172 Est. Cost $15.01 Unrealized +2.2%
PIONEER NAT RES CO 0.0%
Value ($000) $1 Shares 2,262 Est. Cost $6.37 Unrealized
MILN GLOBAL X FDS 0.0%
Value ($000) $1 Shares 14,321 Est. Cost $12.74 Unrealized
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 Shares 4,394 Est. Cost $90.81 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1 Shares 2,138 Est. Cost $201.21 Unrealized -0.5%
INVESCO MUN OPPORTUNITY TR 0.0%
Value ($000) $1 Shares 52,349 Est. Cost $0.01 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $1 Shares 2,038 Est. Cost $209.24 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 4,433 Est. Cost $81.21 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 3,521 Est. Cost $124.75 Unrealized 0.0%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $0 Shares 8,365 Est. Cost $17.01 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $0 Shares 7,147 Est. Cost $0.06 Unrealized
RELX RELX PLC 0.0%
Value ($000) $0 Shares 11,645 Est. Cost $0.04 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.0%
Value ($000) $0 Shares 39,483 Est. Cost $0.01 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $0 Shares 5,787 Est. Cost $72.13 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $0 Shares 3,243 Est. Cost $0.14 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $0 Shares 2,813 Est. Cost $154.99 Unrealized +0.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 3,799 Est. Cost $100.38 Unrealized +10.7%
ALTL PACER FDS TR 0.0%
Value ($000) $0 Shares 13,459 Est. Cost $0.04 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 5,282 Est. Cost $66.28 Unrealized +11.1%
BCS BARCLAYS PLC 0.0%
Value ($000) $0 Shares 57,208 Est. Cost $0.01 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 773 Est. Cost $481.90 Unrealized +6.0%
PPL PPL CORP 0.0%
Value ($000) $0 Shares 16,550 Est. Cost $23.58 Unrealized -0.0%
FLRN SPDR SER TR 0.0%
Value ($000) $0 Shares 14,250 Est. Cost $28.64 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 24,745 Est. Cost $10.10 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 7,191 Est. Cost $70.11 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $0 Shares 4,372 Est. Cost $0.09 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.0%
Value ($000) $0 Shares 5,942 Est. Cost $0.07 Unrealized
PFFD GLOBAL X FDS 0.0%
Value ($000) $0 Shares 21,629 Est. Cost $11.88 Unrealized
DRIV GLOBAL X FDS 0.0%
Value ($000) $0 Shares 16,947 Est. Cost $15.26 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $210.35 Unrealized 0.0%
EATON VANCE MUN BD FD 0.0%
Value ($000) $0 Shares 41,076 Est. Cost $0.01 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 3,350 Est. Cost $102.16 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $0 Shares 6,180 Est. Cost $0.07 Unrealized
IT GARTNER INC 0.0%
Value ($000) $0 Shares 911 Est. Cost $399.48 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 5,816 Est. Cost $63.76 Unrealized -0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $0 Shares 4,336 Est. Cost $84.25 Unrealized -0.6%
PUK PRUDENTIAL PLC 0.0%
Value ($000) $0 Shares 17,976 Est. Cost $0.02 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 2,808 Est. Cost $0.13 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 6,990 Est. Cost $46.49 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $0 Shares 6,065 Est. Cost $0.07 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $0 Shares 13,484 Est. Cost $0.03 Unrealized
INKM SSGA ACTIVE ETF TR 0.0%
Value ($000) $0 Shares 12,731 Est. Cost $0.03 Unrealized
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $0 Shares 7,662 Est. Cost $0.05 Unrealized
CNRG SPDR SER TR 0.0%
Value ($000) $0 Shares 5,443 Est. Cost $38.26 Unrealized
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $0 Shares 385 Est. Cost $802.78 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 497 Est. Cost $0.78 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $0 Shares 2,416 Est. Cost $120.35 Unrealized +19.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $0 Shares 5,890 Est. Cost $60.03 Unrealized -0.8%
STIP ISHARES TR 0.0%
Value ($000) $0 Shares 3,880 Est. Cost $0.10 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $0 Shares 2,795 Est. Cost $120.61 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 4,708 Est. Cost $65.40 Unrealized 0.0%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 1,913 Est. Cost $0.19 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $0 Shares 4,026 Est. Cost $83.03 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $0 Shares 15,571 Est. Cost $0.02 Unrealized
RSPR INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 10,798 Est. Cost $16.85 Unrealized
PSCI INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 3,078 Est. Cost $0.10 Unrealized
GSK GSK PLC 0.0%
Value ($000) $0 Shares 9,546 Est. Cost $0.04 Unrealized
SPTM SPDR SER TR 0.0%
Value ($000) $0 Shares 6,062 Est. Cost $48.53 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $0 Shares 6,519 Est. Cost $344.37 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $0 Shares 15,496 Est. Cost $18.08 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $0 Shares 2,386 Est. Cost $0.15 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 6,200 Est. Cost $0.06 Unrealized
FINX GLOBAL X FDS 0.0%
Value ($000) $0 Shares 13,272 Est. Cost $18.82 Unrealized
SNY SANOFI 0.0%
Value ($000) $0 Shares 6,630 Est. Cost $0.05 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $0 Shares 1,916 Est. Cost $146.88 Unrealized -0.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 3,132 Est. Cost $0.10 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 4,896 Est. Cost $28.12 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $0 Shares 9,158 Est. Cost $32.16 Unrealized 0.0%
PCG PG&E CORP 0.0%
Value ($000) $0 Shares 17,691 Est. Cost $12.36 Unrealized +35.0%
EAGG ISHARES TR 0.0%
Value ($000) $0 Shares 6,649 Est. Cost $1.75 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 3,431 Est. Cost $0.09 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 8,741 Est. Cost $30.24 Unrealized 0.0%
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 8,961 Est. Cost $0.03 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $0 Shares 1,996 Est. Cost $134.26 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $0 Shares 2,412 Est. Cost $109.71 Unrealized 0.0%
BILZ PIMCO ETF TR 0.0%
Value ($000) $0 Shares 3,087 Est. Cost $0.10 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 8,374 Est. Cost $28.04 Unrealized +0.6%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 5,992 Est. Cost $42.70 Unrealized -3.2%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 2,138 Est. Cost $121.03 Unrealized -6.6%
TCHP T ROWE PRICE ETF INC 0.0%
Value ($000) $0 Shares 9,797 Est. Cost $0.03 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 4,727 Est. Cost $0.06 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $0 Shares 504 Est. Cost $131.70 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $0 Shares 5,519 Est. Cost $44.66 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $0 Shares 792 Est. Cost $0.34 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $0 Shares 19,890 Est. Cost $0.01 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $0 Shares 3,290 Est. Cost $88.31 Unrealized -2.4%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $0 Shares 11,235 Est. Cost $24.53 Unrealized 0.0%
SLQD ISHARES TR 0.0%
Value ($000) $0 Shares 5,986 Est. Cost $0.05 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $0 Shares 4,519 Est. Cost $0.06 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $0 Shares 29,506 Est. Cost $0.01 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 1,533 Est. Cost $186.47 Unrealized +0.3%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 4,620 Est. Cost $0.06 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $0 Shares 358 Est. Cost $733.71 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $0 Shares 1,036 Est. Cost $231.66 Unrealized +2.8%
MTB M & T BK CORP 0.0%
Value ($000) $0 Shares 2,080 Est. Cost $117.30 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2,048 Est. Cost $117.22 Unrealized 0.0%
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $0 Shares 29,296 Est. Cost $0.01 Unrealized
PIMCO INCOME STRATEGY FD II 0.0%
Value ($000) $0 Shares 38,400 Est. Cost $2.06 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 543 Est. Cost $432.06 Unrealized 0.0%
BA BOEING CO 0.0%
Value ($000) $0 Shares 1,066 Est. Cost $213.87 Unrealized 0.0%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $0 Shares 2,501 Est. Cost $0.10 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 1,443 Est. Cost $0.19 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 10,764 Est. Cost $0.03 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $0 Shares 1,189 Est. Cost $232.39 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 6,605 Est. Cost $34.82 Unrealized -0.0%
ESGU ISHARES TR 0.0%
Value ($000) $0 Shares 2,545 Est. Cost $20.74 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $0 Shares 2,948 Est. Cost $76.28 Unrealized +0.9%
MARB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $0 Shares 13,175 Est. Cost $0.02 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 21,686 Est. Cost $10.00 Unrealized -3.7%
FLJP FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $0 Shares 9,448 Est. Cost $0.02 Unrealized
STM STMICROELECTRONICS N V 0.0%
Value ($000) $0 Shares 5,217 Est. Cost $0.05 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 679 Est. Cost $320.00 Unrealized -0.7%
NVS NOVARTIS AG 0.0%
Value ($000) $0 Shares 2,576 Est. Cost $0.10 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,304 Est. Cost $171.70 Unrealized +0.3%
TFII TFI INTL INC 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $118.50 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $0 Shares 1,566 Est. Cost $139.22 Unrealized +1.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 633 Est. Cost $195.78 Unrealized 0.0%
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $0 Shares 66,267 Est. Cost $0.00 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 5,334 Est. Cost $46.55 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $0 Shares 11,006 Est. Cost $0.02 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $0 Shares 810 Est. Cost $295.69 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 1,039 Est. Cost $215.94 Unrealized 0.0%
ABNB AIRBNB INC 0.0%
Value ($000) $0 Shares 1,858 Est. Cost $128.95 Unrealized 0.0%
SPYG SPDR SER TR 0.0%
Value ($000) $0 Shares 3,886 Est. Cost $0.08 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $0 Shares 994 Est. Cost $215.61 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $0 Shares 1,889 Est. Cost $120.83 Unrealized +1.6%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $0 Shares 10,516 Est. Cost $0.02 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.0%
Value ($000) $0 Shares 26,229 Est. Cost $0.01 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $0 Shares 479 Est. Cost $447.51 Unrealized +14.3%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 971 Est. Cost $242.32 Unrealized 0.0%
IYY ISHARES TR 0.0%
Value ($000) $0 Shares 2,097 Est. Cost $0.12 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 2,576 Est. Cost $75.62 Unrealized -1.1%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 1,209 Est. Cost $169.08 Unrealized 0.0%
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 6,139 Est. Cost $0.04 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $0 Shares 3,091 Est. Cost $29.01 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 2,913 Est. Cost $71.72 Unrealized 0.0%
UNILEVER PLC 0.0%
Value ($000) $0 Shares 4,866 Est. Cost $0.05 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $0 Shares 861 Est. Cost $259.21 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $0 Shares 16,354 Est. Cost $0.01 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 1,242 Est. Cost $153.63 Unrealized +2.2%
RYAAY RYANAIR HOLDINGS PLC 0.0%
Value ($000) $0 Shares 1,739 Est. Cost $0.13 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $0 Shares 3,503 Est. Cost $0.06 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $0 Shares 2,432 Est. Cost $0.10 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 972 Est. Cost $166.50 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $0 Shares 2,433 Est. Cost $79.83 Unrealized +0.0%
UBS UBS GROUP AG 0.0%
Value ($000) $0 Shares 7,393 Est. Cost $26.30 Unrealized 0.0%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 2,548 Est. Cost $77.04 Unrealized 0.0%
UCON FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 9,016 Est. Cost $3.75 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $0 Shares 826 Est. Cost $244.56 Unrealized -0.6%
SUSL ISHARES TR 0.0%
Value ($000) $0 Shares 2,634 Est. Cost $0.08 Unrealized
KRMA GLOBAL X FDS 0.0%
Value ($000) $0 Shares 6,644 Est. Cost $2.64 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 2,128 Est. Cost $0.10 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $0 Shares 5,937 Est. Cost $31.65 Unrealized -4.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $0 Shares 2,713 Est. Cost $72.47 Unrealized 0.0%
INVH INVITATION HOMES INC 0.0%
Value ($000) $0 Shares 6,349 Est. Cost $29.98 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 1,621 Est. Cost $111.04 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 3,328 Est. Cost $28.68 Unrealized 0.0%
EFX EQUIFAX INC 0.0%
Value ($000) $0 Shares 873 Est. Cost $199.85 Unrealized 0.0%
MNA INDEXIQ ETF TR 0.0%
Value ($000) $0 Shares 6,889 Est. Cost $13.28 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $0 Shares 4,125 Est. Cost $0.05 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 1,782 Est. Cost $103.00 Unrealized 0.0%
KWEB KRANESHARES TR 0.0%
Value ($000) $0 Shares 7,970 Est. Cost $0.03 Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 4,653 Est. Cost $43.01 Unrealized -1.4%
BLACKROCK MUNIHOLDINGS FD IN 0.0%
Value ($000) $0 Shares 17,780 Est. Cost $0.01 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 1,049 Est. Cost $0.18 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 771 Est. Cost $257.66 Unrealized 0.0%
ICLR ICON PLC 0.0%
Value ($000) $0 Shares 738 Est. Cost $258.75 Unrealized 0.0%
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 5,012 Est. Cost $0.04 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $0 Shares 5,340 Est. Cost $22.03 Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%
Value ($000) $0 Shares 4,399 Est. Cost $42.15 Unrealized 0.0%
SNSR GLOBAL X FDS 0.0%
Value ($000) $0 Shares 5,796 Est. Cost $27.16 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $0 Shares 3,953 Est. Cost $52.38 Unrealized -2.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 2,581 Est. Cost $71.73 Unrealized 0.0%
TXG 10X GENOMICS INC 0.0%
Value ($000) $0 Shares 3,628 Est. Cost $43.51 Unrealized 0.0%
CPRT COPART INC 0.0%
Value ($000) $0 Shares 4,130 Est. Cost $47.24 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $0 Shares 9,310 Est. Cost $13.75 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 3,493 Est. Cost $52.77 Unrealized +1.1%
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 2,697 Est. Cost $0.07 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $0 Shares 7,913 Est. Cost $0.03 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $0 Shares 1,652 Est. Cost $100.54 Unrealized 0.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $0 Shares 2,815 Est. Cost $56.34 Unrealized +3.7%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 814 Est. Cost $217.00 Unrealized -0.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $0 Shares 2,483 Est. Cost $63.86 Unrealized 0.0%
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.0%
Value ($000) $0 Shares 7,766 Est. Cost $0.02 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $0 Shares 1,902 Est. Cost $43.39 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $0 Shares 1,205 Est. Cost $144.29 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $0 Shares 619 Est. Cost $280.77 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $0 Shares 3,557 Est. Cost $42.98 Unrealized +1.6%
URI UNITED RENTALS INC 0.0%
Value ($000) $0 Shares 316 Est. Cost $416.68 Unrealized +11.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 776 Est. Cost $207.73 Unrealized -1.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 3,808 Est. Cost $40.17 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 471 Est. Cost $333.50 Unrealized 0.0%
DDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 4,985 Est. Cost $0.04 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 4,131 Est. Cost $0.04 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $0 Shares 373 Est. Cost $452.04 Unrealized 0.0%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $0 Shares 24,586 Est. Cost $0.01 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $0 Shares 5,558 Est. Cost $1.03 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $0 Shares 3,917 Est. Cost $0.04 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $0 Shares 5,195 Est. Cost $27.47 Unrealized +0.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $0 Shares 4,586 Est. Cost $34.95 Unrealized -5.1%
PFFV GLOBAL X FDS 0.0%
Value ($000) $0 Shares 7,225 Est. Cost $27.03 Unrealized
NGG NATIONAL GRID PLC 0.0%
Value ($000) $0 Shares 2,444 Est. Cost $0.07 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $0 Shares 2,038 Est. Cost $68.80 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $0 Shares 4,783 Est. Cost $32.81 Unrealized -1.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 1,337 Est. Cost $112.52 Unrealized -1.2%
ISCF ISHARES TR 0.0%
Value ($000) $0 Shares 5,090 Est. Cost $0.03 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $0 Shares 1,832 Est. Cost $81.86 Unrealized -3.4%
MLPA GLOBAL X FDS 0.0%
Value ($000) $0 Shares 3,641 Est. Cost $0.04 Unrealized
MMM 3M CO 0.0%
Value ($000) $0 Shares 1,451 Est. Cost $75.73 Unrealized -0.3%
MORT VANECK ETF TRUST 0.0%
Value ($000) $0 Shares 12,829 Est. Cost $0.01 Unrealized
WESTERN ASSET HIGH YIELD DEF 0.0%
Value ($000) $0 Shares 12,302 Est. Cost $0.01 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $0 Shares 562 Est. Cost $227.33 Unrealized 0.0%
HDG PROSHARES TR 0.0%
Value ($000) $0 Shares 2,969 Est. Cost $19.72 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 3,549 Est. Cost $35.78 Unrealized -1.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $0 Shares 1,387 Est. Cost $81.53 Unrealized +2.5%
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 1,260 Est. Cost $0.10 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 362 Est. Cost $340.57 Unrealized +0.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $0 Shares 1,935 Est. Cost $67.88 Unrealized -0.1%
INGR INGREDION INC 0.0%
Value ($000) $0 Shares 1,273 Est. Cost $101.55 Unrealized -1.2%
FLCH FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $0 Shares 8,535 Est. Cost $0.02 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $0 Shares 917 Est. Cost $116.88 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $0 Shares 1,851 Est. Cost $65.74 Unrealized -1.3%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $0 Shares 590 Est. Cost $197.73 Unrealized +0.4%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $0 Shares 925 Est. Cost $134.99 Unrealized 0.0%
CRK COMSTOCK RES INC 0.0%
Value ($000) $0 Shares 14,750 Est. Cost $10.71 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $0 Shares 2,151 Est. Cost $55.95 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 3,605 Est. Cost $29.41 Unrealized 0.0%
BBSC J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 2,146 Est. Cost $0.05 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $0 Shares 1,721 Est. Cost $0.07 Unrealized
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $0 Shares 1,741 Est. Cost $77.71 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $0 Shares 3,426 Est. Cost $31.58 Unrealized -7.6%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $0 Shares 2,588 Est. Cost $0.04 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value ($000) $0 Shares 35,052 Est. Cost $0.00 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $0 Shares 1,201 Est. Cost $0.09 Unrealized
HPQ HP INC 0.0%
Value ($000) $0 Shares 4,052 Est. Cost $25.83 Unrealized -0.3%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $0 Shares 105 Est. Cost $1006.47 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $0 Shares 923 Est. Cost $122.01 Unrealized -2.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $0 Shares 871 Est. Cost $128.49 Unrealized 0.0%
SCHQ SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 3,483 Est. Cost $0.03 Unrealized
BCE BCE INC 0.0%
Value ($000) $0 Shares 3,008 Est. Cost $32.46 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 9,135 Est. Cost $9.98 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $0 Shares 1,076 Est. Cost $12.52 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP I 0.0%
Value ($000) $0 Shares 11,916 Est. Cost $0.01 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $0 Shares 1,291 Est. Cost $73.14 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 467 Est. Cost $258.23 Unrealized -8.4%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $0 Shares 1,165 Est. Cost $80.71 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $0 Shares 2,324 Est. Cost $2.79 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 10,582 Est. Cost $9.67 Unrealized
NWG NATWEST GROUP PLC 0.0%
Value ($000) $0 Shares 20,094 Est. Cost $0.01 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $0 Shares 290 Est. Cost $407.77 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 953 Est. Cost $102.19 Unrealized +5.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $0 Shares 583 Est. Cost $166.66 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $0 Shares 1,090 Est. Cost $45.37 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $0 Shares 1,348 Est. Cost $66.95 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $0 Shares 432 Est. Cost $214.57 Unrealized 0.0%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 2,254 Est. Cost $0.05 Unrealized
AOS SMITH A O CORP 0.0%
Value ($000) $0 Shares 1,248 Est. Cost $71.01 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,161 Est. Cost $0.09 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $0 Shares 2,835 Est. Cost $35.51 Unrealized 0.0%
UNM UNUM GROUP 0.0%
Value ($000) $0 Shares 2,246 Est. Cost $44.08 Unrealized +3.3%
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 8,672 Est. Cost $7.53 Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $0 Shares 4,900 Est. Cost $15.08 Unrealized 0.0%
TRP TC ENERGY CORP 0.0%
Value ($000) $0 Shares 2,429 Est. Cost $33.00 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 367 Est. Cost $209.43 Unrealized 0.0%
BBY BEST BUY INC 0.0%
Value ($000) $0 Shares 1,127 Est. Cost $63.45 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $0 Shares 586 Est. Cost $122.34 Unrealized -5.4%
BBAG J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 1,809 Est. Cost $30.47 Unrealized
ESGD ISHARES TR 0.0%
Value ($000) $0 Shares 1,116 Est. Cost $0.07 Unrealized
CDW CDW CORP 0.0%
Value ($000) $0 Shares 363 Est. Cost $172.13 Unrealized +19.7%
IGIB ISHARES TR 0.0%
Value ($000) $0 Shares 1,521 Est. Cost $2.00 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $0 Shares 7,765 Est. Cost $0.77 Unrealized
ALLSPRING INCOME OPPORTUNIT 0.0%
Value ($000) $0 Shares 11,974 Est. Cost $0.01 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 1,560 Est. Cost $0.05 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $0 Shares 369 Est. Cost $175.04 Unrealized +1.8%
JBL JABIL INC 0.0%
Value ($000) $0 Shares 591 Est. Cost $81.43 Unrealized +55.7%
ANSYS INC 0.0%
Value ($000) $0 Shares 208 Est. Cost $0.36 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $0 Shares 1,484 Est. Cost $0.05 Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $0 Shares 2,825 Est. Cost $0.03 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $0 Shares 866 Est. Cost $21.22 Unrealized -4.8%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $0 Shares 50 Est. Cost $1175.12 Unrealized +18.5%
SMMU PIMCO ETF TR 0.0%
Value ($000) $0 Shares 1,356 Est. Cost $0.05 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 1,587 Est. Cost $0.04 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $0 Shares 394 Est. Cost $79.22 Unrealized +67.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $0 Shares 308 Est. Cost $39.39 Unrealized 0.0%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 19,066 Est. Cost $0.00 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 813 Est. Cost $69.56 Unrealized 0.0%
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $0 Shares 3,229 Est. Cost $0.02 Unrealized
FTQI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 3,130 Est. Cost $0.02 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $0 Shares 390 Est. Cost $0.14 Unrealized
PHDG INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $0 Shares 1,785 Est. Cost $33.74 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 233 Est. Cost $245.62 Unrealized 0.0%
CHE CHEMED CORP NEW 0.0%
Value ($000) $0 Shares 99 Est. Cost $555.11 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 271 Est. Cost $0.20 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $0 Shares 804 Est. Cost $64.50 Unrealized +9.4%
HERO GLOBAL X FDS 0.0%
Value ($000) $0 Shares 2,630 Est. Cost $26.38 Unrealized
AAA INVESTMENT MANAGERS SER TR I 0.0%
Value ($000) $0 Shares 2,004 Est. Cost $0.02 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 290 Est. Cost $168.97 Unrealized +1.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $0 Shares 4,281 Est. Cost $10.79 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $0 Shares 29 Est. Cost $184.83 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $0 Shares 92 Est. Cost $444.78 Unrealized +0.4%
SRE SEMPRA 0.0%
Value ($000) $0 Shares 576 Est. Cost $66.74 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $0 Shares 193 Est. Cost $191.30 Unrealized +0.8%
PBTP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 1,617 Est. Cost $0.02 Unrealized
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $0 Shares 824 Est. Cost $0.05 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $0 Shares 4,493 Est. Cost $0.01 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 494 Est. Cost $0.10 Unrealized
XAR SPDR SER TR 0.0%
Value ($000) $0 Shares 266 Est. Cost $0.14 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $0 Shares 339 Est. Cost $0.10 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 1,148 Est. Cost $26.28 Unrealized 0.0%
DEI DOUGLAS EMMETT INC 0.0%
Value ($000) $0 Shares 2,226 Est. Cost $0.01 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $0 Shares 121 Est. Cost $222.46 Unrealized 0.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $0 Shares 752 Est. Cost $22.38 Unrealized 0.0%
EWJ ISHARES INC 0.0%
Value ($000) $0 Shares 419 Est. Cost $0.06 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 342 Est. Cost $0.07 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $0 Shares 1,061 Est. Cost $24.42 Unrealized -8.2%
MUNI PIMCO ETF TR 0.0%
Value ($000) $0 Shares 473 Est. Cost $0.05 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 486 Est. Cost $0.05 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $0 Shares 447 Est. Cost $0.05 Unrealized
JPUS J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 215 Est. Cost $23.03 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 212 Est. Cost $0.09 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.0%
Value ($000) $0 Shares 1,621 Est. Cost $12.61 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $0 Shares 980 Est. Cost $0.02 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $0 Shares 8,233 Est. Cost $0.00 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $0 Shares 239 Est. Cost $69.63 Unrealized 0.0%
IYR ISHARES TR 0.0%
Value ($000) $0 Shares 178 Est. Cost $0.08 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $0 Shares 121 Est. Cost $0.12 Unrealized
JPIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $0 Shares 211 Est. Cost $54.26 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 78 Est. Cost $0.14 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 113 Est. Cost $79.41 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 199 Est. Cost $0.05 Unrealized
SPYV SPDR SER TR 0.0%
Value ($000) $0 Shares 144 Est. Cost $0.04 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 60 Est. Cost $0.08 Unrealized
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $0 Shares 154 Est. Cost $12.34 Unrealized
NEW YORK CMNTY BANCORP INC 0.0%
Value ($000) $0 Shares 279 Est. Cost $0.01 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.0%
Value ($000) $0 Shares 173 Est. Cost $0.02 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $0 Shares 65 Est. Cost $0.05 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 18 Est. Cost $0.17 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 18 Est. Cost $84.48 Unrealized +2.5%
MINO PIMCO ETF TR 0.0%
Value ($000) $0 Shares 38 Est. Cost $0.06 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 38 Est. Cost $0.05 Unrealized
FHB FIRST HAWAIIAN INC 0.0%
Value ($000) $0 Shares 99 Est. Cost $17.62 Unrealized 0.0%
THO THOR INDS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $95.35 Unrealized 0.0%
R RYDER SYS INC 0.0%
Value ($000) $0 Shares 14 Est. Cost $105.16 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $66.83 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $148.87 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $54.63 Unrealized 0.0%
RPHS TWO RDS SHARED TR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized