Verity Asset Management, Inc. Diversified Active

CIK: 0001597298 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 25, 2025

Total Value ($000): $245,771 (100.0% shares, 0.0% debt)

Holdings (191)

SPY SPDR SP 500 ETF TR TR UNIT 6.1%
Value ($000) $15,054 Shares 26,911 Est. Cost $467.14 Unrealized
IVV ISHARES CORE SP 500 ETF 4.7%
Value ($000) $11,560 Shares 20,580 Est. Cost $522.10 Unrealized
IBM IBM CORP 3.2%
Value ($000) $7,847 Shares 31,558 Est. Cost $188.90 Unrealized +26.7%
JEPI J P MORGAN EXCHANGE-TRADED FD 3.1%
Value ($000) $7,636 Shares 133,635 Est. Cost $55.13 Unrealized
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 2.9%
Value ($000) $7,203 Shares 312,480 Est. Cost $22.87 Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF 2.6%
Value ($000) $6,317 Shares 272,386 Est. Cost $23.19 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $5,793 Shares 15,430 Est. Cost $358.21 Unrealized +13.1%
EPD ENTERPRISE PRODS PARTNERS L P COM 2.3%
Value ($000) $5,659 Shares 165,754 Est. Cost $398.37 Unrealized
VXUS VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 2.3%
Value ($000) $5,614 Shares 90,398 Est. Cost $59.92 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 2.2%
Value ($000) $5,447 Shares 29,240 Est. Cost $182.52 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 1.6%
Value ($000) $4,037 Shares 25,434 Est. Cost $107.05 Unrealized +28.0%
IAU ISHARES GOLD ETF 1.6%
Value ($000) $4,020 Shares 68,184 Est. Cost $54.57 Unrealized
IVW ISHARES SP 500 GROWTH ETF 1.4%
Value ($000) $3,556 Shares 38,308 Est. Cost $86.57 Unrealized
WMT WALMART INC 1.3%
Value ($000) $3,135 Shares 35,706 Est. Cost $56.28 Unrealized +65.2%
AMZN AMAZONCOM INC 1.3%
Value ($000) $3,133 Shares 16,468 Est. Cost $179.45 Unrealized +20.9%
RSP INVESCO SP 500 EQUAL WEIGHT ETF 1.2%
Value ($000) $3,060 Shares 17,665 Est. Cost $146.10 Unrealized
EFA ISHARES MSCI EAFE ETF 1.1%
Value ($000) $2,792 Shares 34,163 Est. Cost $81.73 Unrealized
GILD GILEAD SCIENCES INC COM USD0001 1.1%
Value ($000) $2,716 Shares 24,240 Est. Cost $82.19 Unrealized +22.3%
HALO HALOZYME THERAPEUTICS INC 1.1%
Value ($000) $2,688 Shares 42,123 Est. Cost $37.22 Unrealized +56.1%
AMGN AMGEN COMMON 1.0%
Value ($000) $2,377 Shares 7,630 Est. Cost $259.49 Unrealized +10.7%
RGLD ROYAL GOLD INC 0.9%
Value ($000) $2,316 Shares 14,162 Est. Cost $109.40 Unrealized +34.1%
SH PROSHARES SHORT SP500 ETF 0.9%
Value ($000) $2,284 Shares 51,256 Est. Cost $42.38 Unrealized
BMY BRISTOL MYERS SQUIBB CORPORATION 0.9%
Value ($000) $2,265 Shares 37,138 Est. Cost $50.58 Unrealized +9.7%
MP MP MATERIALS CORP 0.9%
Value ($000) $2,231 Shares 91,385 Est. Cost $16.29 Unrealized +42.6%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $2,089 Shares 20,332 Est. Cost $122.49 Unrealized -9.2%
BRK/B BERKSHIRE HATHAWAY INC COM USD00033 CLASS B 0.8%
Value ($000) $2,073 Shares 3,892 Est. Cost $486.15 Unrealized 0.0%
UBSI UNITED BANKSHARES INC 0.8%
Value ($000) $1,955 Shares 56,390 Est. Cost $35.10 Unrealized +4.4%
IJR ISHARES CORE SP SMALL-CAP E 0.8%
Value ($000) $1,954 Shares 18,690 Est. Cost $102.84 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $1,933 Shares 76,276 Est. Cost $25.95 Unrealized -4.8%
OXY OCCIDENTAL PETRO CORP 0.8%
Value ($000) $1,892 Shares 38,328 Est. Cost $48.57 Unrealized -1.5%
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 0.8%
Value ($000) $1,848 Shares 10,698 Est. Cost $163.31 Unrealized
CLOZ ELDRIDGE BBB B CLO ETF 0.7%
Value ($000) $1,806 Shares 67,979 Est. Cost $26.57 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.7%
Value ($000) $1,782 Shares 27,618 Est. Cost $2490.28 Unrealized
SPHD INVESCO SP 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.7%
Value ($000) $1,777 Shares 35,376 Est. Cost $50.48 Unrealized
JNJ JOHNSON JOHNSON 0.7%
Value ($000) $1,774 Shares 10,698 Est. Cost $149.26 Unrealized +2.1%
CMC COMMERCIAL METALS CO 0.7%
Value ($000) $1,743 Shares 37,880 Est. Cost $24.25 Unrealized +97.9%
HEI HEICO CORPORATION 0.7%
Value ($000) $1,733 Shares 6,485 Est. Cost $101.57 Unrealized +139.7%
SO SOUTHERN CO 0.7%
Value ($000) $1,675 Shares 18,212 Est. Cost $73.66 Unrealized +14.2%
IUSV ISHARES CORE SP US VALUE ETF 0.7%
Value ($000) $1,651 Shares 17,890 Est. Cost $92.29 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.7%
Value ($000) $1,639 Shares 79,157 Est. Cost $21.04 Unrealized
CTRA COTERRA ENERGY INC 0.7%
Value ($000) $1,637 Shares 56,634 Est. Cost $20.34 Unrealized +32.7%
AAPL APPLE INC 0.7%
Value ($000) $1,632 Shares 7,348 Est. Cost $164.08 Unrealized +40.6%
VTI VANGUARD TOTAL STOCK MARKET VIPERS 0.7%
Value ($000) $1,630 Shares 5,932 Est. Cost $246.57 Unrealized
NVDA NVIDIA CORP 0.7%
Value ($000) $1,623 Shares 14,975 Est. Cost $90.60 Unrealized +39.9%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $1,610 Shares 3,604 Est. Cost $423.29 Unrealized +5.9%
XBI SPDR SER TR SP BIOTECH ETF 0.7%
Value ($000) $1,606 Shares 19,802 Est. Cost $3343.64 Unrealized
VMI VALMONT INDUSTRIES INC 0.6%
Value ($000) $1,591 Shares 5,574 Est. Cost $260.32 Unrealized +25.3%
MCD MCDONALD S CORP 0.6%
Value ($000) $1,563 Shares 5,004 Est. Cost $265.47 Unrealized +10.3%
EATON VANCE SR FLTNG RATE TR COM 0.6%
Value ($000) $1,543 Shares 125,923 Est. Cost $3438.43 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.6%
Value ($000) $1,470 Shares 28,386 Est. Cost $46.33 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.6%
Value ($000) $1,406 Shares 45,740 Est. Cost $31.24 Unrealized
BCI ABRDN BLMBRG ALL CM SG K1 FR ETF 0.6%
Value ($000) $1,393 Shares 64,906 Est. Cost $21.46 Unrealized
SLV ISHARES SILVER TRUST 0.6%
Value ($000) $1,354 Shares 43,683 Est. Cost $24.21 Unrealized
ATEN A10 NETWORKS INC 0.5%
Value ($000) $1,334 Shares 81,669 Est. Cost $12.05 Unrealized +57.0%
TXT TEXTRON INC 0.5%
Value ($000) $1,299 Shares 17,984 Est. Cost $72.37 Unrealized +3.3%
COWZ PACER US CASH COWS 100 ETF 0.5%
Value ($000) $1,270 Shares 23,200 Est. Cost $10204.07 Unrealized
VGIT VANGUARD INTERMEDIATE TERM TREASURY ETF 0.5%
Value ($000) $1,270 Shares 21,378 Est. Cost $58.66 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.5%
Value ($000) $1,246 Shares 51,791 Est. Cost $547.56 Unrealized
ASO Academy Sports and Outdoors Inc 0.5%
Value ($000) $1,233 Shares 27,038 Est. Cost $55.15 Unrealized -7.8%
ROKU ROKU INC COM CL A 0.5%
Value ($000) $1,226 Shares 17,402 Est. Cost $74.50 Unrealized +7.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,223 Shares 7,308 Est. Cost $142.14 Unrealized +5.9%
DUK DUKE ENERGY CORP NEW COM 0.5%
Value ($000) $1,179 Shares 9,669 Est. Cost $81.36 Unrealized +35.9%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,174 Shares 10,708 Est. Cost $101.51 Unrealized +17.0%
SCHW SCHWAB CHARLES CORP COM 0.5%
Value ($000) $1,168 Shares 14,924 Est. Cost $69.60 Unrealized +11.6%
EIC EAGLE POINT INCOME COMPANY INC COM 0.5%
Value ($000) $1,149 Shares 76,836 Est. Cost $14.95 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.5%
Value ($000) $1,134 Shares 83,219 Est. Cost $14.38 Unrealized
VOO VANGUARD INDEX FUNDS SP 500 ETF USD 0.5%
Value ($000) $1,127 Shares 2,194 Est. Cost $476.68 Unrealized
KO COCA-COLA CO 0.5%
Value ($000) $1,126 Shares 15,728 Est. Cost $56.88 Unrealized +14.2%
PEP PEPSICO INC 0.5%
Value ($000) $1,107 Shares 7,384 Est. Cost $148.18 Unrealized -3.2%
LLY ELI LILLY CO 0.4%
Value ($000) $1,093 Shares 1,322 Est. Cost $695.61 Unrealized +18.8%
MDLZ MONDELEZ INTL INC CL A 0.4%
Value ($000) $1,087 Shares 16,016 Est. Cost $58.91 Unrealized +1.4%
VUG VANGUARD GROWTH VIPERS 0.4%
Value ($000) $1,086 Shares 2,930 Est. Cost $370.54 Unrealized
CLX THE CLOROX CO 0.4%
Value ($000) $1,080 Shares 7,336 Est. Cost $142.15 Unrealized +4.1%
SKECHERS USA INC 0.4%
Value ($000) $1,036 Shares 18,254 Est. Cost $42.97 Unrealized
JBBB JANUS HENDERSON BBBB CLO ETF 0.4%
Value ($000) $1,028 Shares 21,116 Est. Cost $48.67 Unrealized
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $1,006 Shares 5,598 Est. Cost $167.64 Unrealized +8.7%
PIMCO DYNAMIC INCOME FD 0.4%
Value ($000) $994 Shares 50,217 Est. Cost $19.80 Unrealized
TBT PROSHARES TR ULTRASHORT 20 YR TREAS NEW 0.4%
Value ($000) $957 Shares 28,445 Est. Cost $30.17 Unrealized
DLR DIGITAL REALTY TRUST INC 0.4%
Value ($000) $917 Shares 6,400 Est. Cost $136.86 Unrealized +15.5%
TROW T ROWE PRICE GROUP INC 0.4%
Value ($000) $912 Shares 9,923 Est. Cost $100.31 Unrealized +0.3%
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $909 Shares 3,336 Est. Cost $246.02 Unrealized +4.0%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.4%
Value ($000) $888 Shares 3,524 Est. Cost $251.90 Unrealized
APD AIR PRODUCTS CHEMICALS 0.4%
Value ($000) $886 Shares 3,004 Est. Cost $281.94 Unrealized +6.5%
UAA UNDER ARMOUR INC CL A COM 0.4%
Value ($000) $880 Shares 140,842 Est. Cost $7.44 Unrealized 0.0%
MOS MOSAIC CO NEW COM 0.4%
Value ($000) $880 Shares 32,590 Est. Cost $24.97 Unrealized +3.0%
V VISA INC COM CL A 0.4%
Value ($000) $867 Shares 2,473 Est. Cost $198.28 Unrealized +69.6%
EPI WISDOMTREE TR INDIA EARNINGS FD 0.3%
Value ($000) $836 Shares 19,115 Est. Cost $6452.03 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.3%
Value ($000) $831 Shares 12,200 Est. Cost $65.34 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $810 Shares 4,837 Est. Cost $153.53 Unrealized +36.7%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $798 Shares 1 Est. Cost $593888.44 Unrealized +22.8%
WOR WORTHINGTON ENTERPRISES INC 0.3%
Value ($000) $798 Shares 15,922 Est. Cost $40.65 Unrealized +3.7%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $787 Shares 17,357 Est. Cost $37.10 Unrealized +6.7%
BLACKROCK LIMITED DURATION INCOME TRUST COMMON SHARES OF BENEFICIAL INTEREST 0.3%
Value ($000) $773 Shares 54,677 Est. Cost $13.98 Unrealized
MRK MERCK CO INC NEW 0.3%
Value ($000) $754 Shares 8,399 Est. Cost $72.92 Unrealized +23.6%
HII HUNTINGTON INGALLS INDS 0.3%
Value ($000) $752 Shares 3,688 Est. Cost $206.79 Unrealized -10.1%
EVRG EVERGY INC 0.3%
Value ($000) $746 Shares 10,821 Est. Cost $53.68 Unrealized +17.6%
UNP UNION PAC CORP COM 0.3%
Value ($000) $736 Shares 3,114 Est. Cost $214.24 Unrealized +10.0%
INTU INTUIT INC 0.3%
Value ($000) $722 Shares 1,176 Est. Cost $494.26 Unrealized +20.9%
CAT CATERPILLAR INC 0.3%
Value ($000) $719 Shares 2,182 Est. Cost $351.95 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $712 Shares 1,390 Est. Cost $473.46 Unrealized -0.7%
VGLT VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD 0.3%
Value ($000) $705 Shares 12,236 Est. Cost $63.16 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.3%
Value ($000) $689 Shares 2,256 Est. Cost $262.20 Unrealized +12.7%
ROP ROPER TECHNOLGIES INC COM 0.3%
Value ($000) $683 Shares 1,158 Est. Cost $515.21 Unrealized +8.2%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $669 Shares 10,842 Est. Cost $47.79 Unrealized +25.8%
GSK GSK PLC SPONSORED ADR NEW 0.3%
Value ($000) $656 Shares 16,944 Est. Cost $37.03 Unrealized
GDX VANECK GOLD MINERS ETF 0.3%
Value ($000) $653 Shares 14,195 Est. Cost $30.10 Unrealized
FXI ISHARES TR CHINA LARGE CAP ETF 0.2%
Value ($000) $582 Shares 16,229 Est. Cost $16633.53 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $549 Shares 2,620 Est. Cost $217.03 Unrealized -5.1%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $518 Shares 1,040 Est. Cost $561.73 Unrealized -3.9%
MDGL MADRIGAL PHARMACEUTICALS INC 0.2%
Value ($000) $517 Shares 1,560 Est. Cost $196.82 Unrealized +67.0%
MSM MSC INDL DIRECT INC CL A 0.2%
Value ($000) $510 Shares 6,569 Est. Cost $76.37 Unrealized +4.8%
HON HONEYWELL INTL 0.2%
Value ($000) $504 Shares 2,381 Est. Cost $179.17 Unrealized +10.7%
TACK CAPITOL FAIRLEAD TACTICAL SECTOR ETF 0.2%
Value ($000) $501 Shares 18,444 Est. Cost $27.27 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $497 Shares 1,875 Est. Cost $201.95 Unrealized +20.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $494 Shares 2,359 Est. Cost $151.20 Unrealized +25.3%
ROK ROCKWELL INTERNATIONAL CORPORATION 0.2%
Value ($000) $491 Shares 1,900 Est. Cost $228.21 Unrealized +20.3%
RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC 0.2%
Value ($000) $487 Shares 56,741 Est. Cost $8.51 Unrealized
RTX RTX CORP 0.2%
Value ($000) $482 Shares 3,640 Est. Cost $124.76 Unrealized 0.0%
NVS NOVARTIS AG SPNSRD ADR ISIN:CH0012005267 0.2%
Value ($000) $478 Shares 4,287 Est. Cost $95.70 Unrealized
NSRGY NESTLE S A SPONSORED ADRS REGISTERED 0.2%
Value ($000) $461 Shares 4,557 Est. Cost $95.71 Unrealized
PG PROCTER GAMBLE 0.2%
Value ($000) $461 Shares 2,704 Est. Cost $163.95 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $452 Shares 3,804 Est. Cost $83.80 Unrealized +27.9%
TAN INVESCO SOLAR ETF 0.2%
Value ($000) $452 Shares 14,848 Est. Cost $44.92 Unrealized
KELLANOVA 0.2%
Value ($000) $451 Shares 5,466 Est. Cost $50.70 Unrealized +57.8%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $443 Shares 6,797 Est. Cost $63.99 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD 0.2%
Value ($000) $437 Shares 8,957 Est. Cost $55.43 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $430 Shares 2,786 Est. Cost $125.90 Unrealized +13.7%
PNW PINNACLE WEST CAPITAL 0.2%
Value ($000) $421 Shares 4,418 Est. Cost $65.06 Unrealized +32.8%
T ATT INC COM 0.2%
Value ($000) $415 Shares 14,673 Est. Cost $14.97 Unrealized +62.7%
MA MASTERCARD INCORPORATED CLASS A COMMON 0.2%
Value ($000) $405 Shares 738 Est. Cost $341.44 Unrealized +58.7%
TORTOISE ENERGY INGRASTRUCTURE CORP COM NEW 0.2%
Value ($000) $394 Shares 9,149 Est. Cost $42.36 Unrealized
BEN FRANKLIN RES INC COM 0.2%
Value ($000) $393 Shares 20,421 Est. Cost $19.02 Unrealized -0.6%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $367 Shares 2,972 Est. Cost $70.44 Unrealized +69.3%
MDT MEDTRONIC PLC SHS ISINIE00BTN1Y115 0.1%
Value ($000) $364 Shares 4,054 Est. Cost $77.97 Unrealized +12.1%
QLYS QUALYS INC 0.1%
Value ($000) $360 Shares 2,855 Est. Cost $135.24 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $351 Shares 2,244 Est. Cost $169.65 Unrealized +7.6%
AL AIR LEASE CORP 0.1%
Value ($000) $348 Shares 7,195 Est. Cost $46.22 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 0.1%
Value ($000) $347 Shares 7,610 Est. Cost $45.65 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.1%
Value ($000) $343 Shares 3,143 Est. Cost $93.35 Unrealized +5.4%
RHHBY ROCHE HLDGS LTD SPONSORED ADR ISINUS7711951043 0.1%
Value ($000) $333 Shares 8,084 Est. Cost $38.88 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 0.1%
Value ($000) $331 Shares 5,492 Est. Cost $60.19 Unrealized
TOWN TOWNE BANK - COMMON STOCK 0.1%
Value ($000) $326 Shares 9,539 Est. Cost $35.21 Unrealized 0.0%
HACK AMPLIFY CYBERSECURITY ETF 0.1%
Value ($000) $313 Shares 4,356 Est. Cost $71.80 Unrealized
EPV PROSHARES TR ULTRASHORT FTSE EUROPE NEW JAN 2014 0.1%
Value ($000) $310 Shares 9,205 Est. Cost $39.77 Unrealized
JPM J P MORGAN CHASE CO COM 0.1%
Value ($000) $308 Shares 1,257 Est. Cost $144.89 Unrealized +73.2%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $308 Shares 1,413 Est. Cost $209.02 Unrealized -9.3%
TFLO ISHARES TREASURY FLOATING RATE BD ETF 0.1%
Value ($000) $302 Shares 5,958 Est. Cost $50.64 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 0.1%
Value ($000) $301 Shares 2,063 Est. Cost $146.07 Unrealized
UNG UNITED STATES NAT GAS FD LP 0.1%
Value ($000) $293 Shares 13,557 Est. Cost $21.61 Unrealized
MAIN MAIN STREET CAPITAL CORPORATION - COMMON STOCK 0.1%
Value ($000) $280 Shares 4,950 Est. Cost $42.47 Unrealized +40.0%
NOV NOV INC 0.1%
Value ($000) $277 Shares 18,187 Est. Cost $15.62 Unrealized -4.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $274 Shares 3,249 Est. Cost $87.82 Unrealized 0.0%
EMN EASTMAN CHEMICAL COMPANY 0.1%
Value ($000) $272 Shares 3,085 Est. Cost $58.13 Unrealized +55.5%
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $267 Shares 6,780 Est. Cost $31.77 Unrealized
IUSB ISHARES COR TOTAL USD BOND MARKET THE ETF 0.1%
Value ($000) $266 Shares 5,779 Est. Cost $1035.41 Unrealized
MOO VANECK AGRIBUSINESS ETF 0.1%
Value ($000) $264 Shares 3,888 Est. Cost $67.89 Unrealized
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $259 Shares 1,692 Est. Cost $131.92 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $254 Shares 1,814 Est. Cost $54.22 Unrealized +198.0%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $253 Shares 6,844 Est. Cost $36.87 Unrealized -5.0%
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $251 Shares 33,092 Est. Cost $6.72 Unrealized 0.0%
KKR INCOME OPPORTUNITIES FD COM 0.1%
Value ($000) $248 Shares 20,196 Est. Cost $11.54 Unrealized
VIXY PROSHARES VIX SHORTTERM FUTURES ETF 0.1%
Value ($000) $247 Shares 4,914 Est. Cost $45.02 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP LIMITED PARTNERSHIP UNITS 0.1%
Value ($000) $247 Shares 8,284 Est. Cost $8581.40 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $247 Shares 3,477 Est. Cost $74.86 Unrealized -8.3%
URG UR ENERGY INC COM ISINCA91688R1082 0.1%
Value ($000) $246 Shares 364,594 Est. Cost $1.12 Unrealized -12.8%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $245 Shares 1,422 Est. Cost $162.09 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $241 Shares 553 Est. Cost $449.51 Unrealized -12.3%
ECL ECOLAB INC 0.1%
Value ($000) $240 Shares 946 Est. Cost $145.62 Unrealized +71.4%
HILLENBRAND INC COM 0.1%
Value ($000) $239 Shares 9,889 Est. Cost $24.14 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GP 0.1%
Value ($000) $237 Shares 2,883 Est. Cost $44.59 Unrealized +81.6%
BK BANK OF NEW YORK MELLON CORP COM 0.1%
Value ($000) $237 Shares 2,821 Est. Cost $52.67 Unrealized +56.8%
LI LI AUTO INC 0.1%
Value ($000) $235 Shares 9,340 Est. Cost $25.20 Unrealized
IONQ IONQ INC 0.1%
Value ($000) $234 Shares 10,601 Est. Cost $18.83 Unrealized +72.1%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $233 Shares 445 Est. Cost $495.35 Unrealized +0.8%
VAC MARRIOTT VACATIONS WORLDWIDE CORP 0.1%
Value ($000) $228 Shares 3,551 Est. Cost $79.49 Unrealized 0.0%
BLK BLACKROCK FDG INC 0.1%
Value ($000) $221 Shares 234 Est. Cost $991.05 Unrealized -2.9%
ARGT GLOBAL X FDS GLOBAL X FTSE ARGENTINA 20 ETF NEW 0.1%
Value ($000) $215 Shares 2,664 Est. Cost $80.77 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $207 Shares 2,259 Est. Cost $91.73 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $207 Shares 3,050 Est. Cost $57.99 Unrealized 0.0%
CYD CHINA YOCHAI INTERNATIONAL LTD 0.1%
Value ($000) $195 Shares 11,453 Est. Cost $8.49 Unrealized +76.6%
SBGI SINCLAIR INC 0.1%
Value ($000) $185 Shares 11,628 Est. Cost $15.14 Unrealized 0.0%
GNK GENCO SHIPPING 0.1%
Value ($000) $178 Shares 13,341 Est. Cost $16.25 Unrealized -12.8%
TEUCRIUM COMMODITY TR WHEAT FD 0.1%
Value ($000) $176 Shares 37,631 Est. Cost $5.40 Unrealized
GUESS INC 0.1%
Value ($000) $176 Shares 15,887 Est. Cost $19.51 Unrealized
CMCO COLUMBUS MCKINNON CORPORATION 0.1%
Value ($000) $173 Shares 10,244 Est. Cost $25.50 Unrealized 0.0%
PROSHARES ULTRASHORT MSCI EMERGING MARKETS NEW 0.1%
Value ($000) $173 Shares 10,821 Est. Cost $15.95 Unrealized
WOLFSPEED INC 0.1%
Value ($000) $159 Shares 51,988 Est. Cost $3.06 Unrealized
SWBI SMITH WESSON BRANDS INC 0.1%
Value ($000) $156 Shares 16,693 Est. Cost $14.10 Unrealized -26.9%
FIRST TRUST/FOUR CORNERS SENIOR FLOATING RATE INCOME FUND II COMMON SHARES OF BENEFICIAL INTEREST 0.1%
Value ($000) $152 Shares 15,024 Est. Cost $10.14 Unrealized
INVESCO SENIOR INCOME TRUST 0.0%
Value ($000) $116 Shares 30,813 Est. Cost $518.90 Unrealized
ATAI LIFE SCIENCES AG 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $1.16 Unrealized