Verity Asset Management, Inc. Diversified Active

CIK: 0001597298 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $156,758 (100.0% shares, 0.0% debt)

Holdings (187)

SPY SPDR SP 500 ETF TR TR UNIT 10.7%
Value ($000) $16,760 Shares 35,262 Est. Cost $449.63 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED FD 6.6%
Value ($000) $10,292 Shares 187,197 Est. Cost $54.81 Unrealized
VXUS VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 2.9%
Value ($000) $4,472 Shares 77,159 Est. Cost $54.64 Unrealized
IVV ISHARES CORE SP 500 ETF 2.7%
Value ($000) $4,235 Shares 8,868 Est. Cost $393.63 Unrealized
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 2.5%
Value ($000) $3,948 Shares 173,794 Est. Cost $22.72 Unrealized
AAPL APPLE INC 2.3%
Value ($000) $3,575 Shares 18,567 Est. Cost $141.70 Unrealized +29.0%
MSFT MICROSOFT CORP 2.0%
Value ($000) $3,072 Shares 8,168 Est. Cost $215.01 Unrealized +63.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP 1.8%
Value ($000) $2,763 Shares 16,891 Est. Cost $104.41 Unrealized +35.5%
RSP INVESCO SP 500 EQUAL WEIGHT ETF 1.7%
Value ($000) $2,711 Shares 17,178 Est. Cost $135.65 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 1.6%
Value ($000) $2,477 Shares 49,601 Est. Cost $45.89 Unrealized
VBR VANGUARD SMALL-CAP VALUE VIPERS 1.3%
Value ($000) $1,988 Shares 11,046 Est. Cost $164.76 Unrealized
TXT TEXTRON INC 1.3%
Value ($000) $1,961 Shares 24,385 Est. Cost $71.36 Unrealized +8.4%
PHO INVESCO WATER RESOURCES ETF 1.2%
Value ($000) $1,919 Shares 31,529 Est. Cost $2650.53 Unrealized
WMT WALMART, INC. 1.2%
Value ($000) $1,886 Shares 11,965 Est. Cost $33.07 Unrealized +56.2%
EPD ENTERPRISE PRODUCTS PARTNERS L P 1.2%
Value ($000) $1,824 Shares 69,205 Est. Cost $1569.57 Unrealized
CMC COMMERCIAL METALS CO 1.2%
Value ($000) $1,812 Shares 36,208 Est. Cost $20.69 Unrealized +113.6%
AMD ADVANCED MICRO DEVICES INC 1.1%
Value ($000) $1,708 Shares 11,590 Est. Cost $100.83 Unrealized +16.9%
IJR ISHARES CORE SP SMALL-CAP ETF 1.0%
Value ($000) $1,597 Shares 14,749 Est. Cost $97.60 Unrealized
NVDA NVIDIA CORP 1.0%
Value ($000) $1,595 Shares 3,221 Est. Cost $17.40 Unrealized +166.1%
ROKU ROKU INC COM CL A 1.0%
Value ($000) $1,594 Shares 17,390 Est. Cost $75.91 Unrealized +10.2%
VTI VANGUARD TOTAL STOCK MARKET VIPERS 1.0%
Value ($000) $1,551 Shares 6,538 Est. Cost $187.24 Unrealized
XBI SPDR SER TR SP BIOTECH ETF 1.0%
Value ($000) $1,551 Shares 17,368 Est. Cost $3819.36 Unrealized
COWZ PACER U.S. CASH COWS 100 ETF 0.9%
Value ($000) $1,472 Shares 28,323 Est. Cost $11009.76 Unrealized
EATON VANCE SR FLTNG RATE TR COM 0.9%
Value ($000) $1,369 Shares 108,144 Est. Cost $3980.07 Unrealized
PM PHILIP MORRIS INTL INC COM 0.9%
Value ($000) $1,347 Shares 14,320 Est. Cost $64.48 Unrealized +29.8%
ASO Academy Sports and Outdoors, Inc. 0.8%
Value ($000) $1,316 Shares 19,935 Est. Cost $54.85 Unrealized -9.3%
RGLD ROYAL GOLD, INC. 0.8%
Value ($000) $1,292 Shares 10,679 Est. Cost $102.29 Unrealized +10.5%
VGIT VANGUARD INTERMEDIATE TERM TREASURY ETF 0.8%
Value ($000) $1,243 Shares 20,957 Est. Cost $58.66 Unrealized
CTRA COTERRA ENERGY INC 0.7%
Value ($000) $1,164 Shares 45,598 Est. Cost $18.85 Unrealized +32.3%
AMZN AMAZON.COM, INC 0.7%
Value ($000) $1,160 Shares 7,636 Est. Cost $109.76 Unrealized +27.7%
IVW ISHARES SP 500 GROWTH ETF 0.7%
Value ($000) $1,150 Shares 15,307 Est. Cost $62.87 Unrealized
AMGN AMGEN COMMON 0.7%
Value ($000) $1,146 Shares 3,978 Est. Cost $184.37 Unrealized +38.4%
HEI HEICO CORPORATION 0.7%
Value ($000) $1,120 Shares 6,261 Est. Cost $87.76 Unrealized +92.9%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.7%
Value ($000) $1,097 Shares 82,456 Est. Cost $14.75 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,063 Shares 2,345 Est. Cost $375.95 Unrealized +11.0%
HALO HALOZYME THERAPEUTICS, INC 0.7%
Value ($000) $1,058 Shares 28,628 Est. Cost $32.94 Unrealized +14.3%
MP MP MATERIALS CORP 0.7%
Value ($000) $1,032 Shares 51,988 Est. Cost $17.06 Unrealized 0.0%
SHOCKWAVE MED INC 0.6%
Value ($000) $992 Shares 5,208 Est. Cost $47248.07 Unrealized
MOS MOSAIC CO NEW COM 0.6%
Value ($000) $941 Shares 26,326 Est. Cost $24.53 Unrealized +35.0%
SKECHERS U.S.A. INC 0.6%
Value ($000) $939 Shares 15,059 Est. Cost $37.06 Unrealized
ATEN A10 NETWORKS INC 0.6%
Value ($000) $937 Shares 71,173 Est. Cost $11.62 Unrealized +0.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.6%
Value ($000) $929 Shares 2,605 Est. Cost $302.58 Unrealized +16.0%
VGLT VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD 0.6%
Value ($000) $907 Shares 14,739 Est. Cost $63.39 Unrealized
VTV VANGUARD VALUE VIPERS 0.6%
Value ($000) $890 Shares 5,954 Est. Cost $138.90 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.6%
Value ($000) $870 Shares 7,735 Est. Cost $99.84 Unrealized -8.9%
UBSI UNITED BANKSHARES INC 0.5%
Value ($000) $854 Shares 22,732 Est. Cost $34.08 Unrealized -6.8%
TBT PROSHARES TR ULTRASHORT 20 YR TREAS NEW 0.5%
Value ($000) $838 Shares 27,732 Est. Cost $30.03 Unrealized
MRK MERCK CO INC NEW 0.5%
Value ($000) $832 Shares 7,633 Est. Cost $67.94 Unrealized +42.5%
TXN TEXAS INSTRUMENTS INC. 0.5%
Value ($000) $816 Shares 4,787 Est. Cost $134.15 Unrealized +8.5%
DUK DUKE ENERGY CORP NEW COM 0.5%
Value ($000) $793 Shares 8,174 Est. Cost $76.55 Unrealized +9.5%
CEF SPROTT PHYSICAL GOLD S 0.5%
Value ($000) $789 Shares 41,177 Est. Cost $19.15 Unrealized
EPI WISDOMTREE TR INDIA EARNINGS FD 0.5%
Value ($000) $781 Shares 19,051 Est. Cost $6452.03 Unrealized
WOR WORTHINGTON ENTERPRISES, INC 0.5%
Value ($000) $773 Shares 13,429 Est. Cost $37.26 Unrealized +17.9%
BLACKROCK LIMITED DURATION INCOME TRUST COMMON SHARES OF BENEFICIAL INTEREST 0.5%
Value ($000) $747 Shares 53,412 Est. Cost $13.98 Unrealized
GDX VANECK GOLD MINERS ETF 0.5%
Value ($000) $732 Shares 23,614 Est. Cost $30.06 Unrealized
PFF ISHARES TR SP US PFD STOCK INDEX FUND 0.5%
Value ($000) $715 Shares 22,917 Est. Cost $31.95 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $709 Shares 10,116 Est. Cost $54.55 Unrealized +16.9%
GILD GILEAD SCIENCE INC. 0.5%
Value ($000) $707 Shares 8,731 Est. Cost $57.88 Unrealized +24.7%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $684 Shares 4,585 Est. Cost $123.65 Unrealized +11.4%
MCD MCDONALDS CORP 0.4%
Value ($000) $678 Shares 2,285 Est. Cost $222.39 Unrealized +16.3%
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD 0.4%
Value ($000) $664 Shares 13,453 Est. Cost $55.43 Unrealized
IUSB ISHARES COR TOTAL USD BOND MARKET THE ETF 0.4%
Value ($000) $649 Shares 14,084 Est. Cost $1035.41 Unrealized
KO COCA-COLA CO 0.4%
Value ($000) $647 Shares 10,983 Est. Cost $41.26 Unrealized +29.1%
MDGL MADRIGAL PHARMACEUTICALS INC 0.4%
Value ($000) $622 Shares 2,689 Est. Cost $184.21 Unrealized -5.0%
TROW T. ROWE PRICE GROUP, INC. 0.4%
Value ($000) $618 Shares 5,743 Est. Cost $97.39 Unrealized -7.9%
PSX PHILLIPS 66 COM 0.4%
Value ($000) $611 Shares 4,592 Est. Cost $69.09 Unrealized +60.7%
VBK VANGUARD SMALL-CAP GROWTH VIPERS 0.4%
Value ($000) $605 Shares 2,504 Est. Cost $208.36 Unrealized
TAN INVESCO SOLAR ETF 0.4%
Value ($000) $595 Shares 11,149 Est. Cost $45.21 Unrealized
CMCSA COMCAST CORP CL A 0.4%
Value ($000) $588 Shares 13,407 Est. Cost $36.71 Unrealized +9.2%
IUSV ISHARES TR CORE US VALUE ETF 0.4%
Value ($000) $586 Shares 6,948 Est. Cost $71.98 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $585 Shares 9,527 Est. Cost $89.33 Unrealized -36.0%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.4%
Value ($000) $573 Shares 35,956 Est. Cost $2004.77 Unrealized
WS WORTHINGTON STEEL INC 0.4%
Value ($000) $573 Shares 20,383 Est. Cost $27.30 Unrealized 0.0%
EMR EMERSON ELEC. CO. 0.4%
Value ($000) $551 Shares 5,662 Est. Cost $60.64 Unrealized +45.3%
ARCC ARES CAPITAL CORPORATION - CLOSED END FUND 0.3%
Value ($000) $528 Shares 26,375 Est. Cost $14.58 Unrealized +9.4%
AMKR AMKOR TECHNOLOGY, INC. 0.3%
Value ($000) $521 Shares 15,672 Est. Cost $25.22 Unrealized +0.0%
MSM MSC INDL DIRECT INC CL A 0.3%
Value ($000) $521 Shares 5,141 Est. Cost $74.27 Unrealized +33.2%
JNJ JOHNSON JOHNSON 0.3%
Value ($000) $512 Shares 3,268 Est. Cost $142.95 Unrealized +0.4%
AVGO BROADCOM INC 0.3%
Value ($000) $507 Shares 454 Est. Cost $33.86 Unrealized +172.4%
GD GENERAL DYNAMICS CORPORATION 0.3%
Value ($000) $503 Shares 1,938 Est. Cost $189.87 Unrealized +23.4%
ORCL ORACLE CORP 0.3%
Value ($000) $498 Shares 4,728 Est. Cost $52.01 Unrealized +105.2%
VOO VANGUARD INDEX FDS SP 500 ETF SHS NEW 0.3%
Value ($000) $498 Shares 1,140 Est. Cost $372.69 Unrealized
CAT CATERPILLAR INC. 0.3%
Value ($000) $494 Shares 1,672 Est. Cost $218.60 Unrealized +14.9%
HCC WARRIOR MET COAL INC 0.3%
Value ($000) $492 Shares 8,069 Est. Cost $34.26 Unrealized +54.1%
V VISA INC COM CL A 0.3%
Value ($000) $486 Shares 1,866 Est. Cost $175.41 Unrealized +38.3%
VUG VANGUARD GROWTH VIPERS 0.3%
Value ($000) $471 Shares 1,515 Est. Cost $232.61 Unrealized
DLR DIGITAL REALTY TRUST, INC. COMMON STOCK, 0.01 PAR VALUE 0.3%
Value ($000) $470 Shares 3,496 Est. Cost $96.06 Unrealized +25.6%
INTU INTUIT INC 0.3%
Value ($000) $470 Shares 752 Est. Cost $377.59 Unrealized +44.2%
AL AIR LEASE CORP 0.3%
Value ($000) $466 Shares 11,117 Est. Cost $38.78 Unrealized -6.0%
AVT AVNET INC 0.3%
Value ($000) $459 Shares 9,100 Est. Cost $45.23 Unrealized -0.6%
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.3%
Value ($000) $458 Shares 8,653 Est. Cost $46.84 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $456 Shares 2,684 Est. Cost $137.28 Unrealized +12.0%
UNP UNION PACIFIC CORP. 0.3%
Value ($000) $453 Shares 1,845 Est. Cost $168.24 Unrealized +24.4%
VSH VISHAY INTERTECHNOLOGY 0.3%
Value ($000) $451 Shares 18,830 Est. Cost $22.08 Unrealized 0.0%
NXP SEMICONDUCTORS F 0.3%
Value ($000) $447 Shares 1,947 Est. Cost $199.92 Unrealized
KELLANOVA 0.3%
Value ($000) $447 Shares 7,989 Est. Cost $50.70 Unrealized -3.8%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $444 Shares 19,545 Est. Cost $22.73 Unrealized
TGNA TEGNA INC COM SHS 0.3%
Value ($000) $438 Shares 28,651 Est. Cost $15.96 Unrealized -6.1%
PFE PFIZER INC 0.3%
Value ($000) $437 Shares 15,170 Est. Cost $33.50 Unrealized -21.2%
GUESS INC 0.3%
Value ($000) $432 Shares 18,753 Est. Cost $23.06 Unrealized
OMC OMNICOM GROUP INC COM 0.3%
Value ($000) $432 Shares 4,989 Est. Cost $57.51 Unrealized +27.3%
LLY ELI LILLY CO. 0.3%
Value ($000) $427 Shares 733 Est. Cost $344.06 Unrealized +67.2%
BC BRUNSWICK CORP. 0.3%
Value ($000) $426 Shares 4,404 Est. Cost $77.36 Unrealized -2.4%
INSW INTERNATIONAL SEAWAYS INC 0.3%
Value ($000) $418 Shares 9,195 Est. Cost $29.18 Unrealized +27.3%
PTEN PATTERSON UTI ENERGY INC COM 0.3%
Value ($000) $407 Shares 37,702 Est. Cost $12.20 Unrealized -0.4%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $401 Shares 851 Est. Cost $378.65 Unrealized +18.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $400 Shares 5,069 Est. Cost $68.95 Unrealized -5.2%
ROK ROCKWELL INTERNATIONAL CORPORATION 0.3%
Value ($000) $394 Shares 1,270 Est. Cost $201.97 Unrealized +33.7%
BEN FRANKLIN RES INC COM 0.2%
Value ($000) $391 Shares 13,129 Est. Cost $18.72 Unrealized +17.4%
AAP ADVANCE AUTO PARTS INC 0.2%
Value ($000) $390 Shares 6,390 Est. Cost $61.85 Unrealized -15.5%
NVS NOVARTIS AG SPNSRD ADR ISIN:CH0012005267 0.2%
Value ($000) $386 Shares 3,822 Est. Cost $95.45 Unrealized
ROP ROPER TECHNOLGIES INC COM 0.2%
Value ($000) $371 Shares 680 Est. Cost $401.71 Unrealized +26.5%
KR KROGER CO 0.2%
Value ($000) $370 Shares 8,095 Est. Cost $43.66 Unrealized -2.9%
FXI ISHARES TR CHINA LARGE CAP ETF 0.2%
Value ($000) $369 Shares 15,370 Est. Cost $22681.41 Unrealized
SON SONOCO PRODUCTS COMPANY 0.2%
Value ($000) $367 Shares 6,575 Est. Cost $50.87 Unrealized -2.6%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $367 Shares 9,724 Est. Cost $35.55 Unrealized -12.8%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $357 Shares 2,272 Est. Cost $108.96 Unrealized +23.2%
T ATT INC COM 0.2%
Value ($000) $350 Shares 20,866 Est. Cost $14.90 Unrealized -4.6%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $349 Shares 529 Est. Cost $472.36 Unrealized +21.4%
GSK GSK PLC SPONSORED ADR NEW 0.2%
Value ($000) $341 Shares 9,199 Est. Cost $36.33 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $340 Shares 7,509 Est. Cost $42.41 Unrealized 0.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.2%
Value ($000) $337 Shares 5,687 Est. Cost $52.55 Unrealized
MA MASTERCARD INCORPORATED CLASS A COMMON 0.2%
Value ($000) $336 Shares 787 Est. Cost $337.85 Unrealized +17.5%
ECL ECOLAB INC. 0.2%
Value ($000) $324 Shares 1,635 Est. Cost $145.62 Unrealized +20.8%
RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC 0.2%
Value ($000) $322 Shares 38,543 Est. Cost $8.54 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $319 Shares 3,188 Est. Cost $72.90 Unrealized +33.9%
PNW PINNACLE WEST CAPITAL 0.2%
Value ($000) $314 Shares 4,366 Est. Cost $65.05 Unrealized +3.3%
PROSHARES TR ULTRASHORT FTSE EUROPE NEW JAN 2014 0.2%
Value ($000) $311 Shares 36,246 Est. Cost $5856.37 Unrealized
DJIA GLOBAL X DOW 30 COVERERD CALL ETF 0.2%
Value ($000) $310 Shares 14,144 Est. Cost $21.34 Unrealized
URG UR ENERGY INC COM ISINCA91688R1082 0.2%
Value ($000) $305 Shares 198,137 Est. Cost $1.02 Unrealized +52.4%
BMY BRISTOL MYERS SQUIBB CORPORATION 0.2%
Value ($000) $303 Shares 5,897 Est. Cost $57.23 Unrealized -17.8%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD INDEX FD ETF 0.2%
Value ($000) $299 Shares 5,861 Est. Cost $51.97 Unrealized
SCHW CHARLES SCHWAB 0.2%
Value ($000) $297 Shares 4,316 Est. Cost $56.12 Unrealized 0.0%
MARATHON OIL CORPORATION 0.2%
Value ($000) $293 Shares 12,107 Est. Cost $24.16 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.2%
Value ($000) $282 Shares 16,596 Est. Cost $15.35 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $278 Shares 528 Est. Cost $498.71 Unrealized +2.5%
HON HONEYWELL INTL 0.2%
Value ($000) $274 Shares 1,307 Est. Cost $163.41 Unrealized +5.5%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $271 Shares 3,738 Est. Cost $49.70 Unrealized +29.4%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $271 Shares 3,063 Est. Cost $88.36 Unrealized
FIRST TR MLP ENERGY INCOME FD 0.2%
Value ($000) $270 Shares 31,513 Est. Cost $7.86 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC. COMMON STOCK 0.2%
Value ($000) $268 Shares 4,455 Est. Cost $52.33 Unrealized 0.0%
KBH KB HOME COM 0.2%
Value ($000) $267 Shares 4,276 Est. Cost $28.42 Unrealized +74.5%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS L.P. LIMITED PARTNERSHIP UNITS 0.2%
Value ($000) $267 Shares 8,473 Est. Cost $8977.38 Unrealized
TEUCRIUM COMMODITY TR WHEAT FD 0.2%
Value ($000) $266 Shares 44,502 Est. Cost $5.58 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.2%
Value ($000) $265 Shares 10,402 Est. Cost $24.67 Unrealized 0.0%
SM SM ENERGY CO COM 0.2%
Value ($000) $263 Shares 6,798 Est. Cost $35.61 Unrealized +2.0%
MDT MEDTRONIC PLC SHS ISINIE00BTN1Y115 0.2%
Value ($000) $263 Shares 3,194 Est. Cost $75.09 Unrealized -4.8%
WERN WERNER ENTERPRISE 0.2%
Value ($000) $263 Shares 6,199 Est. Cost $42.78 Unrealized -8.4%
EMN EASTMAN CHEMICAL COMPANY 0.2%
Value ($000) $262 Shares 2,920 Est. Cost $56.43 Unrealized +29.6%
CPB CAMPBELL SOUP 0.2%
Value ($000) $260 Shares 6,008 Est. Cost $39.92 Unrealized -4.6%
OKE ONEOK INC. 0.2%
Value ($000) $258 Shares 3,673 Est. Cost $57.97 Unrealized +4.1%
VAC MARRIOTT VACATIONS WORLDWIDE CORP 0.2%
Value ($000) $258 Shares 3,037 Est. Cost $85.33 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING COM 0.2%
Value ($000) $253 Shares 1,087 Est. Cost $222.04 Unrealized 0.0%
XAR SPDR SER TR SP AEROSPACE DEFENSE ETF 0.2%
Value ($000) $242 Shares 1,786 Est. Cost $110.21 Unrealized
JPM J P MORGAN CHASE CO COM 0.2%
Value ($000) $240 Shares 1,408 Est. Cost $144.89 Unrealized 0.0%
CSCO CISCO SYSTEMS, INC. 0.2%
Value ($000) $239 Shares 4,738 Est. Cost $49.94 Unrealized -3.9%
KKR INCOME OPPORTUNITIES FD COM 0.2%
Value ($000) $239 Shares 18,990 Est. Cost $11.10 Unrealized
WOLFSPEED INC 0.2%
Value ($000) $236 Shares 5,419 Est. Cost $43.51 Unrealized
IONQ IONQ INC 0.1%
Value ($000) $235 Shares 18,975 Est. Cost $9.89 Unrealized +30.4%
CORT CORCEPT THERAPEUTICS INCORPORATED - COMMON STOCK 0.1%
Value ($000) $234 Shares 7,211 Est. Cost $27.46 Unrealized 0.0%
ABBV ABBVIE INC COM 0.1%
Value ($000) $231 Shares 1,491 Est. Cost $135.72 Unrealized 0.0%
MDC HOLDINGS INC 0.1%
Value ($000) $231 Shares 4,179 Est. Cost $55.25 Unrealized
PG PROCTER GAMBLE 0.1%
Value ($000) $228 Shares 1,555 Est. Cost $130.50 Unrealized +7.7%
PEG PUBLIC SERVICE ENTERPRISE GP 0.1%
Value ($000) $226 Shares 3,701 Est. Cost $44.59 Unrealized +28.5%
EVRG EVERGY INC 0.1%
Value ($000) $226 Shares 4,333 Est. Cost $52.27 Unrealized -12.1%
THO THOR INDUSTRIES INC. 0.1%
Value ($000) $221 Shares 1,868 Est. Cost $84.36 Unrealized +13.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $221 Shares 1,854 Est. Cost $111.08 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $216 Shares 1,545 Est. Cost $114.24 Unrealized +16.7%
URA GLOBAL X FDS GLOBAL X URANIUM ETF 0.1%
Value ($000) $214 Shares 7,731 Est. Cost $27.06 Unrealized
BLACKROCK INC 0.1%
Value ($000) $212 Shares 261 Est. Cost $811.80 Unrealized
MLI MUELLER IND 0.1%
Value ($000) $210 Shares 4,460 Est. Cost $39.33 Unrealized 0.0%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $209 Shares 970 Est. Cost $175.15 Unrealized 0.0%
APLD APPLIED DIGITAL CORP 0.1%
Value ($000) $207 Shares 30,702 Est. Cost $5.38 Unrealized 0.0%
TSN TYSON FOODS INC 0.1%
Value ($000) $204 Shares 3,797 Est. Cost $45.05 Unrealized 0.0%
CLX THE CLOROX CO 0.1%
Value ($000) $204 Shares 1,431 Est. Cost $124.04 Unrealized 0.0%
SBUX STARBUCKS CORPORATION 0.1%
Value ($000) $203 Shares 2,111 Est. Cost $92.19 Unrealized 0.0%
MKSI MKS INSTRUMENTS, INC. 0.1%
Value ($000) $202 Shares 1,961 Est. Cost $79.84 Unrealized 0.0%
MAIN MAIN STREET CAPITAL CORPORATION - COMMON STOCK 0.1%
Value ($000) $202 Shares 4,665 Est. Cost $40.85 Unrealized 0.0%
EATON VANCE LIMITED DURATION INCOME FUND 0.1%
Value ($000) $189 Shares 19,729 Est. Cost $9.58 Unrealized
AARON'S COMPANY INC 0.1%
Value ($000) $185 Shares 17,037 Est. Cost $10.88 Unrealized
PROSHARES VIX SHORTTERM FUTURES ETF 0.1%
Value ($000) $160 Shares 10,293 Est. Cost $24.96 Unrealized
INVESCO SENIOR INCOME TRUST 0.1%
Value ($000) $149 Shares 36,352 Est. Cost $1308.08 Unrealized
PROSHARES ULTRASHORT RUSSELL2000 0.1%
Value ($000) $130 Shares 11,143 Est. Cost $11.65 Unrealized
UNITED STATES NAT GAS FD LP ETF NEW 0.1%
Value ($000) $127 Shares 25,140 Est. Cost $9.36 Unrealized
USEG US ENERGY CORP 0.1%
Value ($000) $95 Shares 94,494 Est. Cost $3.21 Unrealized -62.0%
CEIN CAMBER ENERGY INC COM 0.0%
Value ($000) $9 Shares 37,630 Est. Cost $0.55 Unrealized -45.6%
CONTRA AVI GENOMIC MEDICINE INC 0.0%
Value ($000) $4 Shares 30,500 Est. Cost $0.13 Unrealized