Verity Asset Management, Inc. Diversified Active

CIK: 0001597298 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $209,396 (100.0% shares, 0.0% debt)

Holdings (201)

SPY SPDR SP 500 ETF TR TR UNIT 8.6%
Value ($000) $18,050 Shares 29,214 Est. Cost $479.02 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED FD 3.7%
Value ($000) $7,756 Shares 136,417 Est. Cost $55.17 Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF 3.7%
Value ($000) $7,675 Shares 328,992 Est. Cost $23.21 Unrealized
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 3.4%
Value ($000) $7,201 Shares 312,153 Est. Cost $22.87 Unrealized
IVV ISHARES CORE SP 500 ETF 2.8%
Value ($000) $5,868 Shares 9,455 Est. Cost $522.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 2.3%
Value ($000) $4,767 Shares 16,170 Est. Cost $188.90 Unrealized +34.4%
MSFT MICROSOFT CORP 1.9%
Value ($000) $3,965 Shares 7,970 Est. Cost $358.21 Unrealized +20.7%
WMT WALMART INC 1.8%
Value ($000) $3,744 Shares 38,291 Est. Cost $58.88 Unrealized +60.9%
IAU ISHARES GOLD TRUST 1.6%
Value ($000) $3,450 Shares 55,329 Est. Cost $54.57 Unrealized
RSP INVESCO SP 500 EQUAL WEIGHT ETF 1.5%
Value ($000) $3,198 Shares 17,596 Est. Cost $146.10 Unrealized
IEV ISHARES EUROPE ETF 1.5%
Value ($000) $3,046 Shares 48,163 Est. Cost $63.25 Unrealized
MP MP MATERIALS CORP 1.4%
Value ($000) $2,965 Shares 89,106 Est. Cost $16.29 Unrealized +56.7%
VXUS VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS 1.4%
Value ($000) $2,911 Shares 42,138 Est. Cost $59.92 Unrealized
VBR VANGUARD SMALL-CAP VALUE VIPERS 1.3%
Value ($000) $2,758 Shares 14,145 Est. Cost $182.52 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 1.3%
Value ($000) $2,666 Shares 85,982 Est. Cost $398.37 Unrealized
RGLD ROYAL GOLD INC 1.2%
Value ($000) $2,559 Shares 14,389 Est. Cost $110.47 Unrealized +60.2%
NVDA NVIDIA CORP 1.2%
Value ($000) $2,514 Shares 15,910 Est. Cost $92.67 Unrealized +35.8%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 1.2%
Value ($000) $2,496 Shares 45,890 Est. Cost $49.41 Unrealized
PM PHILIP MORRIS INTL INC COM 1.2%
Value ($000) $2,456 Shares 13,483 Est. Cost $107.05 Unrealized +56.4%
HALO HALOZYME THERAPEUTICS INC 1.1%
Value ($000) $2,310 Shares 44,410 Est. Cost $38.24 Unrealized +48.8%
HEI HEICO CORPORATION 1.1%
Value ($000) $2,268 Shares 6,914 Est. Cost $112.44 Unrealized +146.1%
SH PROSHARES SHORT SP500 ETF 1.0%
Value ($000) $2,101 Shares 52,947 Est. Cost $42.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.9%
Value ($000) $1,976 Shares 4,067 Est. Cost $487.09 Unrealized +4.3%
IVW ISHARES SP 500 GROWTH ETF 0.9%
Value ($000) $1,963 Shares 17,826 Est. Cost $86.57 Unrealized
CMC COMMERCIAL METALS CO 0.9%
Value ($000) $1,954 Shares 39,953 Est. Cost $25.37 Unrealized +80.9%
AMZN AMAZONCOM INC 0.9%
Value ($000) $1,919 Shares 8,748 Est. Cost $179.45 Unrealized +10.3%
PHO INVESCO WATER RESOURCES ETF 0.9%
Value ($000) $1,889 Shares 27,021 Est. Cost $2490.28 Unrealized
UAA UNDER ARMOUR INC CL A COM 0.8%
Value ($000) $1,764 Shares 258,240 Est. Cost $6.89 Unrealized -9.6%
ATEN A10 NETWORKS INC 0.8%
Value ($000) $1,715 Shares 88,605 Est. Cost $12.43 Unrealized +35.9%
OXY OCCIDENTAL PETRO CORP 0.8%
Value ($000) $1,708 Shares 40,647 Est. Cost $48.15 Unrealized -14.5%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.8%
Value ($000) $1,691 Shares 66,691 Est. Cost $430.89 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $1,667 Shares 8,124 Est. Cost $167.64 Unrealized +20.1%
ROKU ROKU INC COM CL A 0.8%
Value ($000) $1,642 Shares 18,685 Est. Cost $74.18 Unrealized -5.8%
CTRA COTERRA ENERGY INC 0.8%
Value ($000) $1,640 Shares 64,622 Est. Cost $20.89 Unrealized +18.7%
XBI SPDR SER TR SP BIOTECH ETF 0.8%
Value ($000) $1,631 Shares 19,670 Est. Cost $3343.64 Unrealized
VMI VALMONT INDUSTRIES INC 0.8%
Value ($000) $1,612 Shares 4,935 Est. Cost $260.32 Unrealized +17.8%
AMD ADVANCED MICRO DEVICES INC 0.8%
Value ($000) $1,573 Shares 11,083 Est. Cost $122.49 Unrealized -11.1%
TXT TEXTRON INC 0.7%
Value ($000) $1,548 Shares 19,282 Est. Cost $72.36 Unrealized -0.1%
EATON VANCE SR FLTNG RATE TR COM 0.7%
Value ($000) $1,518 Shares 125,230 Est. Cost $3438.43 Unrealized
VT VANGUARD TOT WORLD STK INDEX ETF 0.7%
Value ($000) $1,448 Shares 11,268 Est. Cost $128.53 Unrealized
SLV ISHARES SILVER TRUST 0.7%
Value ($000) $1,405 Shares 42,821 Est. Cost $24.21 Unrealized
ASO Academy Sports and Outdoors Inc 0.7%
Value ($000) $1,366 Shares 30,491 Est. Cost $53.56 Unrealized -23.2%
AVGO BROADCOM INC 0.6%
Value ($000) $1,330 Shares 4,823 Est. Cost $153.53 Unrealized +40.6%
GILD GILEAD SCIENCE INC 0.6%
Value ($000) $1,308 Shares 11,794 Est. Cost $82.19 Unrealized +27.0%
VGIT VANGUARD INTERMEDIATE TERM TREASURY ETF 0.6%
Value ($000) $1,276 Shares 21,342 Est. Cost $58.66 Unrealized
MOS MOSAIC CO NEW COM 0.6%
Value ($000) $1,271 Shares 34,844 Est. Cost $25.38 Unrealized +23.7%
COWZ PACER US CASH COWS 100 ETF 0.6%
Value ($000) $1,217 Shares 22,080 Est. Cost $10204.07 Unrealized
CLOZ ELDRIDGE BBB B CLO ETF 0.6%
Value ($000) $1,188 Shares 44,424 Est. Cost $26.57 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.6%
Value ($000) $1,183 Shares 56,540 Est. Cost $21.04 Unrealized
DUK DUKE ENERGY CORP NEW COM 0.6%
Value ($000) $1,154 Shares 9,782 Est. Cost $81.75 Unrealized +41.2%
UBSI UNITED BANKSHARES INC 0.5%
Value ($000) $1,098 Shares 30,151 Est. Cost $35.10 Unrealized +0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.5%
Value ($000) $1,093 Shares 83,842 Est. Cost $14.38 Unrealized
WOR WORTHINGTON ENTERPRISES INC 0.5%
Value ($000) $1,086 Shares 17,062 Est. Cost $41.64 Unrealized +33.1%
AMGN AMGEN COMMON 0.5%
Value ($000) $1,022 Shares 3,659 Est. Cost $259.49 Unrealized +7.0%
TBT PROSHARES TR ULTRASHORT 20 YR TREAS NEW 0.5%
Value ($000) $1,005 Shares 28,655 Est. Cost $30.17 Unrealized
VTV VANGUARD VALUE VIPERS 0.5%
Value ($000) $961 Shares 5,435 Est. Cost $163.31 Unrealized
TROW T ROWE PRICE GROUP INC 0.4%
Value ($000) $912 Shares 9,451 Est. Cost $100.31 Unrealized -11.6%
BMY BRISTOL MYERS SQUIBB CORPORATION 0.4%
Value ($000) $911 Shares 19,688 Est. Cost $50.58 Unrealized -6.7%
SDGR SCHRODINGER INC 0.4%
Value ($000) $910 Shares 45,251 Est. Cost $22.83 Unrealized 0.0%
EPI WISDOMTREE TR INDIA EARNINGS FD 0.4%
Value ($000) $897 Shares 18,903 Est. Cost $6452.03 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $875 Shares 20,213 Est. Cost $37.77 Unrealized +10.7%
IUSV ISHARES TR CORE US VALUE ETF 0.4%
Value ($000) $869 Shares 9,184 Est. Cost $92.29 Unrealized
JNJ JOHNSON JOHNSON 0.4%
Value ($000) $858 Shares 5,620 Est. Cost $149.26 Unrealized +1.1%
V VISA INC COM CL A 0.4%
Value ($000) $847 Shares 2,386 Est. Cost $198.28 Unrealized +75.0%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $844 Shares 1,823 Est. Cost $423.29 Unrealized +8.5%
SO SOUTHERN CO 0.4%
Value ($000) $819 Shares 8,922 Est. Cost $73.66 Unrealized +19.4%
IJR ISHARES CORE SP SMALL-CAP ETF 0.4%
Value ($000) $818 Shares 7,485 Est. Cost $102.84 Unrealized
SPLV INVESCO SP 500 LOW VOLATILTIY ETF 0.4%
Value ($000) $792 Shares 10,878 Est. Cost $72.82 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $779 Shares 5,840 Est. Cost $101.51 Unrealized +11.9%
BLACKROCK LIMITED DURATION INCOME TRUST COMMON SHARES OF BENEFICIAL INTEREST 0.4%
Value ($000) $772 Shares 54,438 Est. Cost $13.98 Unrealized
EVRG EVERGY INC 0.4%
Value ($000) $753 Shares 10,924 Est. Cost $53.68 Unrealized +22.2%
BRK/A BERKSHIRE HATHAWAY INC 0.3%
Value ($000) $729 Shares 1 Est. Cost $593888.44 Unrealized +28.3%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $727 Shares 10,474 Est. Cost $47.79 Unrealized +26.4%
GDX VANECK GOLD MINERS ETF 0.3%
Value ($000) $725 Shares 13,928 Est. Cost $30.10 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $703 Shares 2,406 Est. Cost $265.47 Unrealized +14.3%
PFF ISHARES TR SP US PFD STOCK INDEX FUND 0.3%
Value ($000) $696 Shares 22,685 Est. Cost $31.24 Unrealized
GSK GSK PLC SPONSORED ADR NEW 0.3%
Value ($000) $695 Shares 18,095 Est. Cost $37.12 Unrealized
VGLT VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD 0.3%
Value ($000) $688 Shares 12,255 Est. Cost $63.16 Unrealized
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $678 Shares 35,735 Est. Cost $19.80 Unrealized
VTI VANGUARD TOTAL STOCK MARKET VIPERS 0.3%
Value ($000) $672 Shares 2,211 Est. Cost $246.57 Unrealized
MRK MERCK CO INC NEW 0.3%
Value ($000) $663 Shares 8,380 Est. Cost $72.92 Unrealized +6.1%
SCHW CHARLES SCHWAB 0.3%
Value ($000) $656 Shares 7,191 Est. Cost $69.60 Unrealized +19.5%
VUG VANGUARD GROWTH VIPERS 0.3%
Value ($000) $651 Shares 1,487 Est. Cost $370.54 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.3%
Value ($000) $638 Shares 19,388 Est. Cost $32.89 Unrealized
VOO VANGUARD INDEX FDS SP 500 ETF SHS NEW 0.3%
Value ($000) $617 Shares 1,087 Est. Cost $476.68 Unrealized
ROK ROCKWELL INTERNATIONAL CORPORATION 0.3%
Value ($000) $616 Shares 1,855 Est. Cost $228.21 Unrealized +23.6%
KO COCA-COLA CO 0.3%
Value ($000) $595 Shares 8,415 Est. Cost $56.88 Unrealized +22.7%
FXI ISHARES TR CHINA LARGE CAP ETF 0.3%
Value ($000) $591 Shares 16,084 Est. Cost $16633.53 Unrealized
MAIN MAIN STREET CAPITAL CORPORATION - COMMON STOCK 0.3%
Value ($000) $586 Shares 9,918 Est. Cost $48.89 Unrealized +13.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.3%
Value ($000) $585 Shares 6,897 Est. Cost $64.30 Unrealized
DLR DIGITAL REALTY TRUST INC COMMON STOCK 001 PAR VALUE 0.3%
Value ($000) $563 Shares 3,230 Est. Cost $136.86 Unrealized +17.0%
CME CME GROUP INC COM 0.3%
Value ($000) $557 Shares 2,020 Est. Cost $206.72 Unrealized +29.9%
TACK CAPITOL FAIRLEAD TACTICAL SECTOR ETF 0.3%
Value ($000) $556 Shares 19,714 Est. Cost $27.33 Unrealized
MSM MSC INDL DIRECT INC CL A 0.3%
Value ($000) $553 Shares 6,507 Est. Cost $76.37 Unrealized +3.4%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $540 Shares 8,009 Est. Cost $58.91 Unrealized +10.6%
HON HONEYWELL INTL 0.3%
Value ($000) $537 Shares 2,307 Est. Cost $179.17 Unrealized +11.4%
LLY ELI LILLY CO 0.3%
Value ($000) $529 Shares 678 Est. Cost $695.61 Unrealized +11.2%
CLX THE CLOROX CO 0.2%
Value ($000) $523 Shares 4,359 Est. Cost $142.15 Unrealized -8.3%
RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND INC 0.2%
Value ($000) $523 Shares 61,209 Est. Cost $8.51 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.2%
Value ($000) $520 Shares 1,717 Est. Cost $206.06 Unrealized +44.6%
EIC EAGLE PT INCOME CO INC 0.2%
Value ($000) $518 Shares 37,890 Est. Cost $14.95 Unrealized
NVS NOVARTIS AG SPNSRD ADR ISIN:CH0012005267 0.2%
Value ($000) $518 Shares 4,280 Est. Cost $95.70 Unrealized
TAN INVESCO SOLAR ETF 0.2%
Value ($000) $507 Shares 14,787 Est. Cost $44.92 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $504 Shares 3,521 Est. Cost $142.14 Unrealized -3.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $503 Shares 1,295 Est. Cost $351.95 Unrealized -6.0%
GD GENERAL DYNAMICS CORPORATION 0.2%
Value ($000) $498 Shares 1,708 Est. Cost $246.02 Unrealized +10.7%
PEP PEPSICO INC 0.2%
Value ($000) $498 Shares 3,771 Est. Cost $148.18 Unrealized -11.6%
ABBV ABBVIE INC COM 0.2%
Value ($000) $494 Shares 2,664 Est. Cost $154.80 Unrealized +18.0%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $488 Shares 2,352 Est. Cost $167.64 Unrealized +4.0%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.2%
Value ($000) $486 Shares 6,067 Est. Cost $65.34 Unrealized
BEN FRANKLIN RES INC COM 0.2%
Value ($000) $484 Shares 20,297 Est. Cost $19.02 Unrealized +4.0%
JBBB JANUS HENDERSON BBBB CLO ETF 0.2%
Value ($000) $479 Shares 9,926 Est. Cost $48.67 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.2%
Value ($000) $477 Shares 5,519 Est. Cost $74.87 Unrealized
NSRGY NESTLE S A SPONSORED ADRS REGISTERED 0.2%
Value ($000) $471 Shares 4,747 Est. Cost $95.86 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $454 Shares 2,556 Est. Cost $169.06 Unrealized -2.5%
T ATT INC COM 0.2%
Value ($000) $453 Shares 15,647 Est. Cost $15.71 Unrealized +71.6%
INTU INTUIT INC 0.2%
Value ($000) $449 Shares 570 Est. Cost $494.26 Unrealized +36.5%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $443 Shares 3,249 Est. Cost $87.82 Unrealized +33.6%
AMT AMERICAN TOWER REIT 0.2%
Value ($000) $436 Shares 1,974 Est. Cost $209.40 Unrealized +0.5%
GE GE AEROSPACE 0.2%
Value ($000) $435 Shares 1,689 Est. Cost $218.59 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $434 Shares 4,025 Est. Cost $84.94 Unrealized +23.0%
APD AIR PRODUCTS CHEMICALS 0.2%
Value ($000) $429 Shares 1,520 Est. Cost $281.94 Unrealized -4.9%
MA MASTERCARD INCORPORATED CLASS A COMMON 0.2%
Value ($000) $423 Shares 752 Est. Cost $345.35 Unrealized +59.7%
KELLANOVA 0.2%
Value ($000) $420 Shares 5,276 Est. Cost $50.70 Unrealized +58.2%
HII HUNTINGTON INGALLS INDS 0.2%
Value ($000) $405 Shares 1,676 Est. Cost $206.79 Unrealized +6.6%
ORCL ORACLE CORP 0.2%
Value ($000) $402 Shares 1,839 Est. Cost $55.67 Unrealized +188.8%
XAR SPDR SER TR SP AEROSPACE DEFENSE ETF 0.2%
Value ($000) $390 Shares 1,848 Est. Cost $210.94 Unrealized
OSK OSHKOSK TRUCK CORP 0.2%
Value ($000) $389 Shares 3,422 Est. Cost $95.81 Unrealized 0.0%
PNW PINNACLE WEST CAPITAL 0.2%
Value ($000) $384 Shares 4,295 Est. Cost $65.06 Unrealized +37.3%
IREN IREN LTD 0.2%
Value ($000) $379 Shares 26,045 Est. Cost $8.12 Unrealized 0.0%
QLYS QUALYS INC 0.2%
Value ($000) $375 Shares 2,626 Est. Cost $135.24 Unrealized -2.1%
VAC MARRIOTT VACATIONS WORLDWIDE CORP 0.2%
Value ($000) $373 Shares 5,163 Est. Cost $74.37 Unrealized -15.2%
RHHBY ROCHE HLDGS LTD SPONSORED ADR ISINUS7711951043 0.2%
Value ($000) $371 Shares 9,092 Est. Cost $39.09 Unrealized
PSX PHILLIPS 66 COM 0.2%
Value ($000) $364 Shares 3,054 Est. Cost $71.49 Unrealized +53.1%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $363 Shares 1,576 Est. Cost $214.24 Unrealized +2.0%
JPM J P MORGAN CHASE CO COM 0.2%
Value ($000) $362 Shares 1,247 Est. Cost $144.89 Unrealized +74.4%
LHX L3 HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $361 Shares 1,440 Est. Cost $217.03 Unrealized +4.6%
IONQ IONQ INC 0.2%
Value ($000) $361 Shares 8,404 Est. Cost $18.83 Unrealized +78.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $353 Shares 705 Est. Cost $473.46 Unrealized +2.7%
FBND FIDELITY MERRIMACK STR TR TOTAL BD ETF 0.2%
Value ($000) $348 Shares 7,610 Est. Cost $45.65 Unrealized
RTX RTX CORP 0.2%
Value ($000) $347 Shares 2,378 Est. Cost $124.76 Unrealized +5.6%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $345 Shares 4,220 Est. Cost $81.65 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.2%
Value ($000) $341 Shares 1,105 Est. Cost $262.20 Unrealized +15.3%
TORTOISE ENERGY INGRASTRUCTURE CORP COM NEW 0.2%
Value ($000) $340 Shares 7,742 Est. Cost $42.36 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 0.2%
Value ($000) $324 Shares 2,406 Est. Cost $144.46 Unrealized
URG UR ENERGY INC COM ISINCA91688R1082 0.2%
Value ($000) $324 Shares 308,428 Est. Cost $1.12 Unrealized -29.0%
AEP AMERICAN ELECTRIC POWER CO 0.2%
Value ($000) $323 Shares 3,116 Est. Cost $93.35 Unrealized +9.2%
ROP ROPER TECHNOLGIES INC COM 0.2%
Value ($000) $322 Shares 568 Est. Cost $515.21 Unrealized +9.1%
SNX TD SYNNEX CORPORATION 0.2%
Value ($000) $319 Shares 2,352 Est. Cost $116.29 Unrealized 0.0%
NOV NOV INC 0.2%
Value ($000) $317 Shares 25,468 Est. Cost $14.75 Unrealized -14.6%
ITA ISHARES TR US AER DEF ETF 0.1%
Value ($000) $310 Shares 1,643 Est. Cost $131.92 Unrealized
AL AIR LEASE CORP 0.1%
Value ($000) $301 Shares 5,149 Est. Cost $46.22 Unrealized +11.5%
PREMIER INC CL A 0.1%
Value ($000) $296 Shares 13,500 Est. Cost $21.93 Unrealized
UNG UNITED STATES NAT GAS FD LP 0.1%
Value ($000) $292 Shares 19,131 Est. Cost $19.77 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.1%
Value ($000) $291 Shares 3,891 Est. Cost $61.82 Unrealized +22.8%
CPB CAMPBELL SOUP 0.1%
Value ($000) $290 Shares 9,452 Est. Cost $34.32 Unrealized 0.0%
LI LI AUTO INC 0.1%
Value ($000) $286 Shares 10,558 Est. Cost $25.42 Unrealized
EPV PROSHARES TR ULTRASHORT FTSE EUROPE NEW JAN 2014 0.1%
Value ($000) $277 Shares 10,674 Est. Cost $37.87 Unrealized
BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD 0.1%
Value ($000) $276 Shares 5,570 Est. Cost $55.43 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $273 Shares 3,929 Est. Cost $74.08 Unrealized -8.1%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP LIMITED PARTNERSHIP UNITS 0.1%
Value ($000) $267 Shares 7,962 Est. Cost $8581.40 Unrealized
GEV GE VERNOVA LLC 0.1%
Value ($000) $266 Shares 502 Est. Cost $415.97 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP COM 0.1%
Value ($000) $263 Shares 2,891 Est. Cost $53.43 Unrealized +57.1%
OMC OMNICOM GROUP INC COM 0.1%
Value ($000) $261 Shares 3,629 Est. Cost $71.94 Unrealized 0.0%
TEUCRIUM COMMODITY TR WHEAT FD 0.1%
Value ($000) $258 Shares 58,106 Est. Cost $5.06 Unrealized
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $256 Shares 17,505 Est. Cost $6.72 Unrealized +75.1%
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $255 Shares 1,392 Est. Cost $162.09 Unrealized +5.2%
SIL GLOBAL X SILVER MINERS ETF 0.1%
Value ($000) $252 Shares 5,240 Est. Cost $31.77 Unrealized
BLK BLACKROCK FDG INC 0.1%
Value ($000) $252 Shares 240 Est. Cost $989.60 Unrealized -5.7%
VIXY PROSHARES VIX SHORTTERM FUTURES ETF 0.1%
Value ($000) $251 Shares 5,345 Est. Cost $45.17 Unrealized
VBK VANGUARD SMALL-CAP GROWTH VIPERS 0.1%
Value ($000) $249 Shares 897 Est. Cost $251.90 Unrealized
SCVL SHOE CARNIVAL INC 0.1%
Value ($000) $245 Shares 13,117 Est. Cost $19.02 Unrealized 0.0%
KBH KB HOME COM 0.1%
Value ($000) $245 Shares 4,619 Est. Cost $52.42 Unrealized 0.0%
MDT MEDTRONIC PLC SHS ISINIE00BTN1Y115 0.1%
Value ($000) $244 Shares 2,799 Est. Cost $77.97 Unrealized +7.1%
META META PLATFORMS INC 0.1%
Value ($000) $242 Shares 328 Est. Cost $616.61 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value ($000) $236 Shares 877 Est. Cost $145.62 Unrealized +73.3%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $236 Shares 1,403 Est. Cost $147.12 Unrealized 0.0%
PG PROCTER GAMBLE 0.1%
Value ($000) $233 Shares 1,463 Est. Cost $163.95 Unrealized -1.9%
MATX MATSON INC COM 0.1%
Value ($000) $232 Shares 2,087 Est. Cost $108.31 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $232 Shares 1,315 Est. Cost $163.29 Unrealized 0.0%
HILLENBRAND INC COM 0.1%
Value ($000) $230 Shares 11,472 Est. Cost $23.58 Unrealized
CCS CENTURY COMMUNITIES INC 0.1%
Value ($000) $230 Shares 4,076 Est. Cost $55.35 Unrealized 0.0%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $228 Shares 6,399 Est. Cost $36.87 Unrealized -8.0%
PEG PUBLIC SERVICE ENTERPRISE GP 0.1%
Value ($000) $228 Shares 2,710 Est. Cost $44.59 Unrealized +77.0%
CYD CHINA YOCHAI INTERNATIONAL LTD 0.1%
Value ($000) $226 Shares 9,459 Est. Cost $8.49 Unrealized +102.4%
SPB SPECTRUM BRANDS HOLDINGS INC NEW 0.1%
Value ($000) $226 Shares 4,267 Est. Cost $59.63 Unrealized 0.0%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $215 Shares 553 Est. Cost $449.51 Unrealized -11.8%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $215 Shares 2,342 Est. Cost $91.73 Unrealized
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $204 Shares 1,607 Est. Cost $100.50 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $203 Shares 1,393 Est. Cost $125.90 Unrealized +17.2%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $202 Shares 365 Est. Cost $552.07 Unrealized
GUESS INC 0.1%
Value ($000) $200 Shares 16,512 Est. Cost $19.23 Unrealized
GNK GENCO SHIPPING 0.1%
Value ($000) $180 Shares 13,779 Est. Cost $16.16 Unrealized -18.1%
SBGI SINCLAIR INC 0.1%
Value ($000) $165 Shares 11,951 Est. Cost $15.12 Unrealized -6.0%
CMCO COLUMBUS MCKINNON CORPORATION 0.1%
Value ($000) $161 Shares 10,575 Est. Cost $25.17 Unrealized -40.2%
FIRST TRUST/FOUR CORNERS SENIOR FLOATING RATE INCOME FUND II COMMON SHARES OF BENEFICIAL INTEREST 0.1%
Value ($000) $160 Shares 15,720 Est. Cost $10.14 Unrealized
PROSHARES ULTRASHORT MSCI EMERGING MARKETS NEW 0.1%
Value ($000) $156 Shares 12,526 Est. Cost $15.48 Unrealized
KKR INCOME OPPORTUNITIES FD COM 0.1%
Value ($000) $150 Shares 11,937 Est. Cost $11.54 Unrealized
USEG US ENERGY CORP 0.1%
Value ($000) $145 Shares 103,326 Est. Cost $1.28 Unrealized 0.0%
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $86 Shares 11,695 Est. Cost $7.39 Unrealized
ATAI LIFE SCIENCES AG 0.0%
Value ($000) $22 Shares 10,000 Est. Cost $1.16 Unrealized