Venture Visionary Partners LLC Diversified Active

CIK: 0001792283 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $1,232,311 (100.0% shares, 0.0% debt)

Holdings (463)

AAPL APPLE INC 4.1%
Value ($000) $50,781 Shares 367,449 Est. Cost $106.19 Unrealized +45.3%
SPY SPDR S&P 500 ETF 3.8%
Value ($000) $46,796 Shares 131,017 Est. Cost $10630.12 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $45,012 Shares 193,269 Est. Cost $208.50 Unrealized +23.2%
VO VANGUARD MID CAP ETF 2.7%
Value ($000) $33,047 Shares 175,801 Est. Cost $4571.87 Unrealized
VTV VANGUARD VALUE ETF 2.6%
Value ($000) $32,512 Shares 263,297 Est. Cost $31213.98 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 2.2%
Value ($000) $27,544 Shares 216,409 Est. Cost $3143.31 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 2.1%
Value ($000) $25,705 Shares 143,231 Est. Cost $2036.60 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $23,799 Shares 227,744 Est. Cost $118.20 Unrealized -10.6%
QQQ INVSC QQQ TRUST SRS 1 ETF 1.8%
Value ($000) $22,639 Shares 84,709 Est. Cost $8855.81 Unrealized
VUG VANGUARD GROWTH ETF 1.8%
Value ($000) $21,769 Shares 101,750 Est. Cost $3702.97 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.6%
Value ($000) $20,207 Shares 212,978 Est. Cost $102.94 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.4%
Value ($000) $17,100 Shares 257,417 Est. Cost $3951.97 Unrealized
AMZN AMAZON.COM INC 1.3%
Value ($000) $16,051 Shares 142,046 Est. Cost $126.13 Unrealized +0.2%
IJR ISHARES CORE S&P SMALL CAP ETF 1.3%
Value ($000) $15,863 Shares 181,946 Est. Cost $85.53 Unrealized
ANDE ANDERSONS INC 1.2%
Value ($000) $15,023 Shares 484,147 Est. Cost $22.65 Unrealized +44.5%
V VISA INC CLASS A 1.2%
Value ($000) $14,931 Shares 84,050 Est. Cost $203.07 Unrealized -2.3%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $14,589 Shares 89,310 Est. Cost $130.74 Unrealized +17.0%
IEFA ISHARES CORE MSCI EAFE ETF 1.1%
Value ($000) $13,985 Shares 265,534 Est. Cost $67.84 Unrealized
GOOGL ALPHABET INC. CLASS A 1.1%
Value ($000) $13,790 Shares 144,176 Est. Cost $109.06 Unrealized +0.9%
VCIT VANGUARD INTERMEDIATE TERM COR ETF 1.0%
Value ($000) $12,880 Shares 170,192 Est. Cost $3890.26 Unrealized
VOO VANGUARD S&P 500 ETF 1.0%
Value ($000) $12,449 Shares 37,921 Est. Cost $81266.45 Unrealized
RTX RAYTHEON TECHNOLOGIES CO 1.0%
Value ($000) $12,146 Shares 148,379 Est. Cost $62.47 Unrealized +34.2%
KO THE COCA-COLA CO 1.0%
Value ($000) $11,800 Shares 210,650 Est. Cost $45.72 Unrealized +22.6%
ISHARES IBONDS DEC 2022 TERM ETF 1.0%
Value ($000) $11,753 Shares 469,594 Est. Cost $25.07 Unrealized
PFE PFIZER INC 0.9%
Value ($000) $11,406 Shares 260,655 Est. Cost $31.57 Unrealized +28.0%
PG PROCTER & GAMBLE 0.9%
Value ($000) $11,348 Shares 89,891 Est. Cost $121.14 Unrealized +7.8%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $11,081 Shares 126,921 Est. Cost $40.63 Unrealized +100.2%
HD HOME DEPOT INC 0.9%
Value ($000) $10,927 Shares 39,599 Est. Cost $239.43 Unrealized +13.1%
MA MASTERCARD INC CLASS A 0.8%
Value ($000) $10,248 Shares 36,041 Est. Cost $326.96 Unrealized -0.5%
XOP SPDR S&P OIL & GAS EXPL & PROD ETF 0.8%
Value ($000) $9,865 Shares 79,104 Est. Cost $108.12 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.8%
Value ($000) $9,347 Shares 69,162 Est. Cost $7991.99 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $9,121 Shares 25,434 Est. Cost $379.93 Unrealized
DIS WALT DISNEY CO 0.7%
Value ($000) $9,105 Shares 96,528 Est. Cost $159.72 Unrealized -34.5%
SCHP SCHWAB US TIPS ETF 0.7%
Value ($000) $9,069 Shares 175,085 Est. Cost $62.91 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $8,977 Shares 62,488 Est. Cost $84.00 Unrealized +58.1%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $8,779 Shares 41,729 Est. Cost $249.67 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $8,746 Shares 32,974 Est. Cost $260.63 Unrealized +7.2%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.7%
Value ($000) $8,745 Shares 32,753 Est. Cost $246.82 Unrealized +15.3%
VV VANGUARD LARGE CAP ETF 0.6%
Value ($000) $7,614 Shares 46,553 Est. Cost $153.37 Unrealized
LOW LOWES COMPANIES INC 0.6%
Value ($000) $7,505 Shares 39,961 Est. Cost $164.03 Unrealized +11.2%
GOOG ALPHABET INC. CLASS C 0.6%
Value ($000) $7,501 Shares 78,014 Est. Cost $110.25 Unrealized +0.5%
UNH UNITEDHEALTH GRP INC 0.6%
Value ($000) $7,253 Shares 14,361 Est. Cost $323.80 Unrealized +52.9%
MCD MCDONALDS CORP 0.6%
Value ($000) $6,971 Shares 30,212 Est. Cost $192.80 Unrealized +22.5%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $6,446 Shares 82,213 Est. Cost $67.24 Unrealized +14.7%
VB VANGUARD SMALL CAP ETF 0.5%
Value ($000) $6,403 Shares 37,469 Est. Cost $5737.89 Unrealized
AMGN AMGEN INC. 0.5%
Value ($000) $6,333 Shares 28,097 Est. Cost $200.34 Unrealized +8.8%
XME SPDR S&P METALS & MININGETF 0.5%
Value ($000) $6,304 Shares 148,381 Est. Cost $42.49 Unrealized
WELL WELLTOWER INC REIT 0.5%
Value ($000) $6,189 Shares 96,224 Est. Cost $55.93 Unrealized +28.4%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $6,187 Shares 110,470 Est. Cost $71.17 Unrealized
VTIP VANGUARD SHORT INFLATIONPROT ETF IV 0.5%
Value ($000) $6,137 Shares 127,582 Est. Cost $1086.72 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $6,122 Shares 37,503 Est. Cost $125.34 Unrealized +23.2%
QCOM QUALCOMM INC 0.5%
Value ($000) $5,896 Shares 52,189 Est. Cost $122.77 Unrealized +3.5%
ABBV ABBVIE INC 0.5%
Value ($000) $5,879 Shares 43,808 Est. Cost $85.84 Unrealized +48.1%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.5%
Value ($000) $5,811 Shares 45,072 Est. Cost $156.68 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $5,710 Shares 189,080 Est. Cost $35.59 Unrealized -14.1%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $5,600 Shares 140,021 Est. Cost $38.97 Unrealized +2.8%
MRK MERCK & CO. INC. 0.4%
Value ($000) $5,395 Shares 62,656 Est. Cost $64.62 Unrealized +24.4%
COST COSTCO WHOLESALE CO 0.4%
Value ($000) $5,229 Shares 11,073 Est. Cost $337.95 Unrealized +47.4%
META META PLATFORMS INC CLASS A 0.4%
Value ($000) $5,210 Shares 38,406 Est. Cost $254.07 Unrealized -36.6%
DVN DEVON ENERGY CORP 0.4%
Value ($000) $4,871 Shares 81,018 Est. Cost $32.58 Unrealized +62.5%
VZ VERIZON COMMUNICATN 0.4%
Value ($000) $4,743 Shares 124,922 Est. Cost $42.75 Unrealized -16.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $4,713 Shares 12,201 Est. Cost $332.84 Unrealized +14.4%
YETI YETI HOLDINGS INCORPORAT 0.4%
Value ($000) $4,557 Shares 159,786 Est. Cost $70.97 Unrealized -41.3%
PSX PHILLIPS 66 0.4%
Value ($000) $4,556 Shares 56,451 Est. Cost $67.49 Unrealized +11.7%
XLK TECHNOLOGY SELECT SECTORSPDR ETF 0.4%
Value ($000) $4,499 Shares 37,882 Est. Cost $7539.87 Unrealized
KR KROGER CO 0.4%
Value ($000) $4,333 Shares 99,048 Est. Cost $40.27 Unrealized +9.4%
BLACKROCK INC 0.4%
Value ($000) $4,316 Shares 7,843 Est. Cost $46091.62 Unrealized
LINDE PLC F 0.3%
Value ($000) $4,186 Shares 15,528 Est. Cost $13555.10 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $4,149 Shares 21,297 Est. Cost $183.20 Unrealized +11.5%
INTC INTEL CORP 0.3%
Value ($000) $4,085 Shares 158,532 Est. Cost $46.56 Unrealized -30.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $4,077 Shares 48,387 Est. Cost $85.54 Unrealized -8.4%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $4,049 Shares 56,956 Est. Cost $50.37 Unrealized +23.7%
IJH ISHARES CORE S&P MID-CAPETF 0.3%
Value ($000) $4,001 Shares 18,250 Est. Cost $233.37 Unrealized
WMT WALMART INC 0.3%
Value ($000) $3,965 Shares 30,573 Est. Cost $43.24 Unrealized -2.9%
XPEL XPEL INC 0.3%
Value ($000) $3,887 Shares 60,325 Est. Cost $51.92 Unrealized +25.1%
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.3%
Value ($000) $3,819 Shares 13,293 Est. Cost $68293.79 Unrealized
FANG DIAMONDBACK ENERGY 0.3%
Value ($000) $3,780 Shares 31,380 Est. Cost $58.13 Unrealized +84.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $3,767 Shares 22,566 Est. Cost $161.02 Unrealized +0.7%
MO ALTRIA GROUP INC 0.3%
Value ($000) $3,763 Shares 93,191 Est. Cost $28.51 Unrealized +16.0%
AVGO BROADCOM INC 0.3%
Value ($000) $3,651 Shares 8,223 Est. Cost $36.94 Unrealized +30.2%
PIONEER NATURAL RES 0.3%
Value ($000) $3,644 Shares 16,830 Est. Cost $184.46 Unrealized
O REALTY INCOME CORP DISCOREIT 0.3%
Value ($000) $3,623 Shares 62,258 Est. Cost $54.27 Unrealized +5.6%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.3%
Value ($000) $3,598 Shares 403,875 Est. Cost $20.49 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $3,447 Shares 23,235 Est. Cost $172.86 Unrealized -17.3%
MPC MARATHON PETE CORP 0.3%
Value ($000) $3,419 Shares 34,421 Est. Cost $45.27 Unrealized +92.0%
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF 0.3%
Value ($000) $3,376 Shares 68,508 Est. Cost $54.48 Unrealized
NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF 0.3%
Value ($000) $3,362 Shares 42,056 Est. Cost $7892.72 Unrealized
CMCSA COMCAST CORP CLASS A 0.3%
Value ($000) $3,330 Shares 113,544 Est. Cost $41.90 Unrealized -19.6%
UPS UNITED PARCEL SRVC CLASS B 0.3%
Value ($000) $3,303 Shares 20,453 Est. Cost $150.33 Unrealized +6.8%
IEMG ISHARES CORE MSCI EMERGING ETF 0.3%
Value ($000) $3,270 Shares 76,103 Est. Cost $61.43 Unrealized
LZB LA-Z-BOY INC 0.3%
Value ($000) $3,233 Shares 143,282 Est. Cost $32.10 Unrealized -17.3%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $3,225 Shares 38,851 Est. Cost $65.73 Unrealized +23.1%
HSY HERSHEY CO 0.3%
Value ($000) $3,172 Shares 14,391 Est. Cost $142.51 Unrealized +44.0%
AMP AMERIPRISE FINL 0.3%
Value ($000) $3,136 Shares 12,447 Est. Cost $203.06 Unrealized +23.5%
BX BLACKSTONE INC 0.3%
Value ($000) $3,130 Shares 37,406 Est. Cost $75.61 Unrealized +15.4%
RF REGIONS FINL CO 0.2%
Value ($000) $3,021 Shares 150,531 Est. Cost $19.18 Unrealized -5.4%
T A T & T INC 0.2%
Value ($000) $3,005 Shares 195,949 Est. Cost $16.14 Unrealized -6.5%
TXN TEXAS INSTRUMENTS 0.2%
Value ($000) $3,002 Shares 19,396 Est. Cost $144.15 Unrealized +5.2%
XLV SELECT SECTOR HEALTH CARE SPDR ETF 0.2%
Value ($000) $3,001 Shares 24,785 Est. Cost $119.30 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,948 Shares 21,858 Est. Cost $133.92 Unrealized +8.2%
ACN ACCENTURE PLC FCLASS A 0.2%
Value ($000) $2,896 Shares 11,258 Est. Cost $209.97 Unrealized +30.8%
SCHB SCHWAB US BROAD MARKET ETF 0.2%
Value ($000) $2,860 Shares 68,134 Est. Cost $68.98 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $2,833 Shares 65,076 Est. Cost $41.82 Unrealized -3.9%
NVDA NVIDIA CORP 0.2%
Value ($000) $2,755 Shares 22,696 Est. Cost $18.59 Unrealized -15.1%
TDY TELEDYNE TECHNOLOGIE 0.2%
Value ($000) $2,717 Shares 8,053 Est. Cost $359.44 Unrealized +6.2%
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $2,670 Shares 16,195 Est. Cost $164.67 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $2,625 Shares 18,251 Est. Cost $233.56 Unrealized -28.3%
AEP AMER ELECTRIC PWR CO 0.2%
Value ($000) $2,581 Shares 29,857 Est. Cost $74.91 Unrealized +16.3%
NKE NIKE INC CLASS B 0.2%
Value ($000) $2,521 Shares 30,337 Est. Cost $119.37 Unrealized -14.9%
NFLX NETFLIX INC 0.2%
Value ($000) $2,407 Shares 10,225 Est. Cost $42.89 Unrealized -48.2%
ROK ROCKWELL AUTOMATION 0.2%
Value ($000) $2,304 Shares 10,711 Est. Cost $245.45 Unrealized -10.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,256 Shares 22,049 Est. Cost $43.83 Unrealized +101.2%
IBDR ISHRS IBNDS DEC 2026 TRMCORP ETF 0.2%
Value ($000) $2,189 Shares 94,795 Est. Cost $23.09 Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $2,184 Shares 22,574 Est. Cost $102.56 Unrealized -2.5%
XLC COMMUNICAT SVS SLCT SEC SPDR ETF 0.2%
Value ($000) $2,168 Shares 45,281 Est. Cost $806.46 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $2,153 Shares 6,659 Est. Cost $155.74 Unrealized +97.8%
ET ENERGY TRANSFER PARTN LP 0.2%
Value ($000) $2,152 Shares 195,120 Est. Cost $351.28 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $2,149 Shares 27,201 Est. Cost $62.20 Unrealized +21.0%
ALB ALBEMARLE CORP 0.2%
Value ($000) $2,094 Shares 7,920 Est. Cost $158.63 Unrealized +52.9%
XLF SELECT STR FINANCIAL SELECT SPDR ETF 0.2%
Value ($000) $2,063 Shares 67,960 Est. Cost $1331.46 Unrealized
IBM IBM CORP 0.2%
Value ($000) $2,024 Shares 17,043 Est. Cost $100.33 Unrealized +15.3%
DE DEERE & CO 0.2%
Value ($000) $2,012 Shares 6,028 Est. Cost $280.95 Unrealized +16.2%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $1,967 Shares 17,771 Est. Cost $129.48 Unrealized -11.3%
SJM J M SMUCKER CO 0.2%
Value ($000) $1,966 Shares 14,312 Est. Cost $119.70 Unrealized +1.3%
MMM 3M CO 0.2%
Value ($000) $1,958 Shares 17,728 Est. Cost $121.75 Unrealized -20.8%
RPM RPM INTERNTNL 0.2%
Value ($000) $1,956 Shares 23,480 Est. Cost $82.50 Unrealized +7.7%
MDT MEDTRONIC PLC F 0.2%
Value ($000) $1,940 Shares 24,027 Est. Cost $95.53 Unrealized -15.4%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $1,935 Shares 24,147 Est. Cost $9038.26 Unrealized
ISHARES IBONDS DEC 2024 TRM ETF 0.2%
Value ($000) $1,908 Shares 78,361 Est. Cost $282.13 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.2%
Value ($000) $1,902 Shares 34,693 Est. Cost $51.32 Unrealized +10.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,892 Shares 51,856 Est. Cost $3701.28 Unrealized
PYPL PAYPAL HOLDINGS INCORPOR 0.2%
Value ($000) $1,858 Shares 21,590 Est. Cost $189.55 Unrealized -53.3%
HBAN HUNTINGTON BANCSHS 0.1%
Value ($000) $1,839 Shares 139,563 Est. Cost $10.00 Unrealized +14.1%
DHR DANAHER CORP 0.1%
Value ($000) $1,823 Shares 7,058 Est. Cost $183.33 Unrealized +31.3%
MRSH MARSH & MC LENNAN CO 0.1%
Value ($000) $1,813 Shares 12,147 Est. Cost $105.94 Unrealized +43.8%
CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 0.1%
Value ($000) $1,792 Shares 46,547 Est. Cost $1925.53 Unrealized
ZTS ZOETIS INC CLASS A 0.1%
Value ($000) $1,782 Shares 12,019 Est. Cost $159.12 Unrealized +1.5%
IBDV ISHARES IBND DEC 2030 TRM COP ETF IV 0.1%
Value ($000) $1,759 Shares 86,859 Est. Cost $20.25 Unrealized
DOW DOW INC 0.1%
Value ($000) $1,757 Shares 40,001 Est. Cost $41.67 Unrealized -0.5%
SO SOUTHERN CO 0.1%
Value ($000) $1,720 Shares 25,294 Est. Cost $53.66 Unrealized +24.8%
ADBE ADOBE INC 0.1%
Value ($000) $1,634 Shares 5,941 Est. Cost $467.52 Unrealized -19.1%
BF/B BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $1,634 Shares 24,553 Est. Cost $60.05 Unrealized +13.3%
F FORD MOTOR CO 0.1%
Value ($000) $1,604 Shares 143,262 Est. Cost $9.69 Unrealized +12.1%
PRU PRUDENTIAL FINL 0.1%
Value ($000) $1,595 Shares 18,603 Est. Cost $72.20 Unrealized +12.8%
PREMIER FINL CORP 0.1%
Value ($000) $1,582 Shares 61,571 Est. Cost $24.62 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.1%
Value ($000) $1,569 Shares 25,246 Est. Cost $2861.92 Unrealized
CSX CSX CORP 0.1%
Value ($000) $1,508 Shares 56,620 Est. Cost $29.88 Unrealized -0.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,500 Shares 15,731 Est. Cost $59.18 Unrealized +48.1%
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.1%
Value ($000) $1,480 Shares 33,372 Est. Cost $2170.81 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,461 Shares 8,907 Est. Cost $166.56 Unrealized +3.4%
NOW SERVICE NOW INC 0.1%
Value ($000) $1,453 Shares 3,850 Est. Cost $103.89 Unrealized -13.3%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $1,432 Shares 13,363 Est. Cost $1504.22 Unrealized
APA APA CORP 0.1%
Value ($000) $1,426 Shares 41,737 Est. Cost $26.40 Unrealized +20.5%
PIMCO DYNAMIC INCOME CF 0.1%
Value ($000) $1,412 Shares 72,903 Est. Cost $563.21 Unrealized
MAR MARRIOTT INTL INC CLASS A 0.1%
Value ($000) $1,403 Shares 10,014 Est. Cost $131.96 Unrealized +11.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $1,389 Shares 38,223 Est. Cost $47.63 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $1,369 Shares 4,456 Est. Cost $360.62 Unrealized
OVV OVINTIV INC 0.1%
Value ($000) $1,356 Shares 29,498 Est. Cost $37.12 Unrealized +28.7%
CXT CRANE HLDGS CO 0.1%
Value ($000) $1,351 Shares 15,441 Est. Cost $31.71 Unrealized -0.3%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.1%
Value ($000) $1,338 Shares 13,894 Est. Cost $9304.86 Unrealized
ABNB AIRBNB INC CLASS A 0.1%
Value ($000) $1,319 Shares 12,563 Est. Cost $143.44 Unrealized -22.7%
FTNT FORTINET INC 0.1%
Value ($000) $1,305 Shares 26,570 Est. Cost $52.23 Unrealized +3.7%
WFC WELLS FARGO & CO 0.1%
Value ($000) $1,298 Shares 32,284 Est. Cost $34.64 Unrealized +13.7%
MRNA MODERNA INC 0.1%
Value ($000) $1,294 Shares 10,951 Est. Cost $147.95 Unrealized +2.6%
IRM IRON MTN INC NEW REIT 0.1%
Value ($000) $1,286 Shares 29,265 Est. Cost $33.37 Unrealized +33.3%
IRT INDEPENDENCE REALTY REIT 0.1%
Value ($000) $1,263 Shares 75,544 Est. Cost $26.43 Unrealized
PENN PENN ENTMT INC 0.1%
Value ($000) $1,245 Shares 45,265 Est. Cost $72.82 Unrealized -55.7%
VIGI VANGUARD INTL DIVDEND APRECTN ETF IV 0.1%
Value ($000) $1,239 Shares 19,996 Est. Cost $84.96 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,229 Shares 20,138 Est. Cost $58.29 Unrealized +20.4%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $1,202 Shares 6,498 Est. Cost $177104.38 Unrealized
JHML JOHN HANCOCK MLTIFACTR LRG CP ETF 0.1%
Value ($000) $1,200 Shares 26,429 Est. Cost $47.36 Unrealized
PFG PRINCIPAL FINL 0.1%
Value ($000) $1,183 Shares 16,397 Est. Cost $55.27 Unrealized +15.0%
IUSG ISHARES CORE S&P US GROWTH ETF 0.1%
Value ($000) $1,177 Shares 14,686 Est. Cost $2358.36 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $1,160 Shares 16,115 Est. Cost $75.56 Unrealized
FVD FIRST TRUST VALUE DIVIDEND IN ETF IV 0.1%
Value ($000) $1,159 Shares 32,402 Est. Cost $35.06 Unrealized
OXY OCCIDENTAL PETROL CO 0.1%
Value ($000) $1,156 Shares 18,815 Est. Cost $21.39 Unrealized +183.7%
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $1,149 Shares 2,267 Est. Cost $469.15 Unrealized +18.1%
ETN EATON CORP PLC F 0.1%
Value ($000) $1,147 Shares 8,604 Est. Cost $101.11 Unrealized +31.9%
URI UNITED RENTALS INC 0.1%
Value ($000) $1,134 Shares 4,201 Est. Cost $219.39 Unrealized +28.5%
TECK TECK RESOURCES LTD FCLASS B 0.1%
Value ($000) $1,122 Shares 36,917 Est. Cost $31.03 Unrealized -0.5%
BA BOEING CO 0.1%
Value ($000) $1,120 Shares 9,254 Est. Cost $226.98 Unrealized -32.4%
CB CHUBB LTD F 0.1%
Value ($000) $1,120 Shares 6,160 Est. Cost $133.63 Unrealized +36.0%
USIG ISHARES BRD USD INV GRD CORP BD ETF 0.1%
Value ($000) $1,107 Shares 23,051 Est. Cost $60.67 Unrealized
CCI CROWN CASTLE INC REIT 0.1%
Value ($000) $1,105 Shares 7,650 Est. Cost $129.08 Unrealized +10.4%
FDX FEDEX CORP 0.1%
Value ($000) $1,098 Shares 7,397 Est. Cost $215.80 Unrealized -9.3%
TRV TRAVELERS COMPANIES 0.1%
Value ($000) $1,095 Shares 7,151 Est. Cost $124.31 Unrealized +22.4%
DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $1,094 Shares 6,447 Est. Cost $161.10 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $1,087 Shares 65,382 Est. Cost $11.55 Unrealized +27.9%
PGR PROGRESSIVE CO OHIO 0.1%
Value ($000) $1,084 Shares 9,333 Est. Cost $85.16 Unrealized +29.0%
D DOMINION ENERGY INC 0.1%
Value ($000) $1,084 Shares 15,686 Est. Cost $61.99 Unrealized +10.3%
KEY KEYCORP INC 0.1%
Value ($000) $1,081 Shares 67,499 Est. Cost $12.15 Unrealized +22.6%
IWP ISHARES RUSSELL MID CAP GROWTH ETF 0.1%
Value ($000) $1,075 Shares 13,719 Est. Cost $116.11 Unrealized
BP BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.1%
Value ($000) $1,065 Shares 37,336 Est. Cost $501.65 Unrealized
TJX TJX COMPANIES INC 0.1%
Value ($000) $1,051 Shares 16,919 Est. Cost $54.49 Unrealized +9.9%
ICE INTERCONTINENTAL EXC 0.1%
Value ($000) $1,033 Shares 11,443 Est. Cost $99.65 Unrealized -3.9%
SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF 0.1%
Value ($000) $1,027 Shares 20,900 Est. Cost $5047.65 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.1%
Value ($000) $1,012 Shares 41,072 Est. Cost $28.50 Unrealized
PLD PROLOGIS INC. REIT 0.1%
Value ($000) $1,008 Shares 9,921 Est. Cost $103.53 Unrealized +7.7%
STZ CONSTELLATION BRAND CLASS A 0.1%
Value ($000) $999 Shares 4,350 Est. Cost $177.99 Unrealized +28.9%
DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 0.1%
Value ($000) $998 Shares 44,903 Est. Cost $26.88 Unrealized
GNRC GENERAC HOLDINGS INC 0.1%
Value ($000) $990 Shares 5,563 Est. Cost $244.72 Unrealized -6.3%
EPRT ESSENTIAL PROPERTIES REAREIT 0.1%
Value ($000) $972 Shares 50,000 Est. Cost $15.41 Unrealized
NSC NORFOLK SOUTHERN CO 0.1%
Value ($000) $969 Shares 4,624 Est. Cost $210.99 Unrealized +5.6%
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $966 Shares 22,833 Est. Cost $72.36 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $960 Shares 7,125 Est. Cost $198.02 Unrealized -19.6%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.1%
Value ($000) $960 Shares 8,042 Est. Cost $127.41 Unrealized
ORLY O REILLY AUTOMOTIVE 0.1%
Value ($000) $960 Shares 1,366 Est. Cost $31.62 Unrealized +47.5%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $952 Shares 29,790 Est. Cost $25.34 Unrealized +18.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $950 Shares 5,932 Est. Cost $110.16 Unrealized +42.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $945 Shares 2,011 Est. Cost $291.32 Unrealized +54.7%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $942 Shares 16,296 Est. Cost $65.75 Unrealized
LQD ISHARES IBOXX INVT GRADEBOND ETF 0.1%
Value ($000) $942 Shares 9,202 Est. Cost $134.06 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $933 Shares 13,288 Est. Cost $69.34 Unrealized +4.5%
JBGS J B G SMITH PROPERTIES REIT 0.1%
Value ($000) $929 Shares 50,000 Est. Cost $30.35 Unrealized
USHY ISHARES BROAD USD HG YLDCRP BND ETF 0.1%
Value ($000) $924 Shares 27,512 Est. Cost $40.76 Unrealized
COOK TRAEGER INC 0.1%
Value ($000) $922 Shares 327,000 Est. Cost $14.44 Unrealized -76.6%
SCCO SOUTHERN COPPER CORP D F 0.1%
Value ($000) $915 Shares 20,426 Est. Cost $45.40 Unrealized -11.4%
NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $908 Shares 11,952 Est. Cost $93.41 Unrealized
CROX CROCS INC 0.1%
Value ($000) $907 Shares 13,213 Est. Cost $132.88 Unrealized -47.8%
PBR PETROLEO BRASILEIRO FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $887 Shares 71,898 Est. Cost $1116.99 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.1%
Value ($000) $877 Shares 15,207 Est. Cost $57.87 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $864 Shares 3,606 Est. Cost $197.16 Unrealized +17.7%
EMB ISHARES JPMORGAN USD MTSBOND ETF 0.1%
Value ($000) $861 Shares 10,851 Est. Cost $115.47 Unrealized
BSMQ INVESCO BLETSHS 2026 MNPL BND ETF 0.1%
Value ($000) $858 Shares 37,644 Est. Cost $22.79 Unrealized
SCHO SCHWAB SHORT TERM US TREASURY ETF 0.1%
Value ($000) $855 Shares 17,730 Est. Cost $51.38 Unrealized
BSMV INVESCO BULLTSHR 2031 MPL BND ETF 0.1%
Value ($000) $853 Shares 43,270 Est. Cost $19.71 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $828 Shares 25,815 Est. Cost $49.61 Unrealized -28.6%
NXPI NXP SEMICONDUCTORS F 0.1%
Value ($000) $823 Shares 5,585 Est. Cost $174.29 Unrealized -10.0%
CPRI CAPRI HOLDINGS LTD F 0.1%
Value ($000) $822 Shares 21,385 Est. Cost $47.05 Unrealized -0.7%
LYB LYONDELLBASELL INDS FCLASS A 0.1%
Value ($000) $812 Shares 10,789 Est. Cost $71.18 Unrealized -5.2%
SYK STRYKER CORP 0.1%
Value ($000) $794 Shares 3,923 Est. Cost $211.40 Unrealized -4.0%
NUVEEN OHIO QLTY MNCPL I 0.1%
Value ($000) $791 Shares 67,395 Est. Cost $465.76 Unrealized
XLP SPDR FUND CONSUMER STAPLES ETF 0.1%
Value ($000) $778 Shares 11,670 Est. Cost $68.22 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $777 Shares 8,359 Est. Cost $78.80 Unrealized +19.3%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $775 Shares 5,015 Est. Cost $168.35 Unrealized
AA ALCOA CORP 0.1%
Value ($000) $774 Shares 22,995 Est. Cost $29.48 Unrealized +52.2%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $767 Shares 10,815 Est. Cost $35.83 Unrealized +100.5%
VET VERMILION ENERGY INC F 0.1%
Value ($000) $765 Shares 35,742 Est. Cost $22.84 Unrealized +2.8%
RH RH 0.1%
Value ($000) $762 Shares 3,100 Est. Cost $273.29 Unrealized -1.2%
CI CIGNA CORP 0.1%
Value ($000) $760 Shares 2,741 Est. Cost $171.83 Unrealized +54.1%
UNM UNUM GROUP 0.1%
Value ($000) $760 Shares 19,598 Est. Cost $31.12 Unrealized +17.5%
BSMS INVESCO BLETSHS 2028 MNPL BND ETF 0.1%
Value ($000) $756 Shares 33,904 Est. Cost $22.30 Unrealized
AMT AMERN TOWER CORP REIT 0.1%
Value ($000) $751 Shares 3,499 Est. Cost $201.18 Unrealized +13.7%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $749 Shares 23,868 Est. Cost $3877.94 Unrealized
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $738 Shares 15,875 Est. Cost $1568.70 Unrealized
SWKS SKYWORKS SOLUTIONS 0.1%
Value ($000) $734 Shares 8,608 Est. Cost $92.40 Unrealized -0.3%
WEC W E C ENERGY GROUP INC 0.1%
Value ($000) $733 Shares 8,201 Est. Cost $79.29 Unrealized +14.4%
WY WEYERHAEUSER CO REIT 0.1%
Value ($000) $704 Shares 24,650 Est. Cost $26.55 Unrealized +13.4%
VALE VALE SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $704 Shares 52,909 Est. Cost $1189.56 Unrealized
IP INTERNTNL PAPER 0.1%
Value ($000) $690 Shares 21,796 Est. Cost $30.70 Unrealized +14.1%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $686 Shares 418 Est. Cost $1965.33 Unrealized -6.0%
SCHM CHARLES SCHWAB US MC ETF 0.1%
Value ($000) $685 Shares 11,326 Est. Cost $60.00 Unrealized
AZN ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $683 Shares 12,464 Est. Cost $50.35 Unrealized
PNC PNC FINL SERVICES 0.1%
Value ($000) $674 Shares 4,515 Est. Cost $137.34 Unrealized +3.4%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $663 Shares 2,824 Est. Cost $256.62 Unrealized
CEDAR FAIR L P LP 0.1%
Value ($000) $659 Shares 16,014 Est. Cost $37.89 Unrealized
INVSC BULLETSHARES 2022 CRP BND ETF 0.1%
Value ($000) $656 Shares 30,976 Est. Cost $21.73 Unrealized
INVSC BULLETSHARES 2023 CRP BND ETF 0.1%
Value ($000) $648 Shares 31,091 Est. Cost $21.88 Unrealized
IHI ISHARES US MEDICAL DEVICES ETF 0.1%
Value ($000) $642 Shares 13,625 Est. Cost $92.60 Unrealized
FMAO FARMERS & MERCHANTS 0.1%
Value ($000) $633 Shares 23,578 Est. Cost $21.59 Unrealized +21.9%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $631 Shares 9,893 Est. Cost $70.19 Unrealized -1.3%
IJJ ISHARES S&P MID CAP 400 VALUE ETF 0.1%
Value ($000) $628 Shares 6,979 Est. Cost $4877.11 Unrealized
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $628 Shares 5,589 Est. Cost $110.23 Unrealized +3.7%
CTVA CORTEVA INC 0.1%
Value ($000) $626 Shares 10,957 Est. Cost $38.39 Unrealized +46.3%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.1%
Value ($000) $618 Shares 3,751 Est. Cost $202.16 Unrealized -9.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $612 Shares 5,841 Est. Cost $123.93 Unrealized
NDSN NORDSON CORP 0.0%
Value ($000) $609 Shares 2,872 Est. Cost $157.26 Unrealized +36.6%
YUM YUM BRANDS INC 0.0%
Value ($000) $604 Shares 5,680 Est. Cost $98.11 Unrealized +10.9%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $602 Shares 12,115 Est. Cost $54.71 Unrealized
PCT PURECYCLE TECHNOLOGIES I 0.0%
Value ($000) $600 Shares 74,406 Est. Cost $8.41 Unrealized +1.7%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $594 Shares 2,553 Est. Cost $243.42 Unrealized -7.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $594 Shares 4,370 Est. Cost $4284.06 Unrealized
GT GOODYEAR TIRE RUBBER 0.0%
Value ($000) $591 Shares 58,601 Est. Cost $17.62 Unrealized -27.9%
AMD ADVANCED MICRO DEVIC 0.0%
Value ($000) $585 Shares 9,244 Est. Cost $97.69 Unrealized -12.8%
CMI CUMMINS INC 0.0%
Value ($000) $581 Shares 2,856 Est. Cost $201.66 Unrealized -2.7%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $578 Shares 4,504 Est. Cost $128.00 Unrealized
SPIB SPDR INTRMDT TRM CRPRATEBND ETF 0.0%
Value ($000) $571 Shares 18,254 Est. Cost $35.29 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $567 Shares 5,080 Est. Cost $61.16 Unrealized +59.7%
CME CME GROUP INC CLASS A 0.0%
Value ($000) $567 Shares 3,203 Est. Cost $145.40 Unrealized +17.3%
GAP GAP INC 0.0%
Value ($000) $566 Shares 68,952 Est. Cost $9.11 Unrealized -10.6%
RSG REPUBLIC SERVICES 0.0%
Value ($000) $566 Shares 4,166 Est. Cost $88.45 Unrealized +51.3%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $566 Shares 3,024 Est. Cost $340.70 Unrealized -37.0%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $556 Shares 14,393 Est. Cost $30.93 Unrealized +12.5%
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $549 Shares 15,317 Est. Cost $30.60 Unrealized +9.2%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $543 Shares 9,398 Est. Cost $57.10 Unrealized
GLW CORNING INC 0.0%
Value ($000) $541 Shares 18,665 Est. Cost $34.02 Unrealized -9.6%
GOVT ISHARES US TREASURY BONDETF 0.0%
Value ($000) $540 Shares 23,744 Est. Cost $26.04 Unrealized
TROW T ROWE PRICE GROUP 0.0%
Value ($000) $537 Shares 5,120 Est. Cost $151.80 Unrealized -33.0%
DGX QUEST DIAGNOSTIC INC 0.0%
Value ($000) $533 Shares 4,350 Est. Cost $134.48 Unrealized -8.3%
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value ($000) $533 Shares 8,459 Est. Cost $102.87 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $531 Shares 6,938 Est. Cost $52.61 Unrealized +28.8%
GS GOLDMAN SACHS GROUP 0.0%
Value ($000) $530 Shares 1,811 Est. Cost $298.10 Unrealized -0.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $529 Shares 8,581 Est. Cost $55.03 Unrealized +1.4%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $526 Shares 6,669 Est. Cost $92.57 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $514 Shares 14,475 Est. Cost $36.70 Unrealized +2.5%
NUVEEN AMT FREE MNCPL CR 0.0%
Value ($000) $508 Shares 43,599 Est. Cost $736.96 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $506 Shares 37,611 Est. Cost $14.37 Unrealized +15.8%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $505 Shares 7,087 Est. Cost $78.80 Unrealized -1.7%
PFF ISHARES PREFERRED INCOMESEC ETF 0.0%
Value ($000) $503 Shares 15,890 Est. Cost $37.76 Unrealized
VXF VANGUARD EXTENDED MARKETETF 0.0%
Value ($000) $501 Shares 3,947 Est. Cost $130.36 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $496 Shares 4,423 Est. Cost $80.53 Unrealized +39.2%
CATH GLOBAL X S&P 500 CATHOLIC 0.0%
Value ($000) $493 Shares 11,312 Est. Cost $39577.10 Unrealized
SHOP SHOPIFY INC FCLASS A 0.0%
Value ($000) $486 Shares 18,075 Est. Cost $43.60 Unrealized -22.0%
C CITIGROUP INC 0.0%
Value ($000) $484 Shares 11,623 Est. Cost $46.60 Unrealized -6.3%
BWA BORG WARNER INC 0.0%
Value ($000) $484 Shares 15,444 Est. Cost $37.37 Unrealized -17.7%
NUVEEN MUNICIPAL CREDIT 0.0%
Value ($000) $482 Shares 42,419 Est. Cost $16.12 Unrealized
NUVEEN AMT FREE QUALITY 0.0%
Value ($000) $480 Shares 45,376 Est. Cost $13.85 Unrealized
STX SEAGATE TECHNOLOGY HLD F 0.0%
Value ($000) $480 Shares 9,022 Est. Cost $73.39 Unrealized -12.1%
MET METLIFE INC 0.0%
Value ($000) $477 Shares 7,851 Est. Cost $37.74 Unrealized +52.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $477 Shares 4,147 Est. Cost $89.84 Unrealized +27.8%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $476 Shares 1,049 Est. Cost $289.76 Unrealized +57.1%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $475 Shares 6,387 Est. Cost $75.72 Unrealized
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $474 Shares 2,100 Est. Cost $161.00 Unrealized +36.1%
WALLBOX N V F 0.0%
Value ($000) $472 Shares 60,000 Est. Cost $16.33 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $468 Shares 2,095 Est. Cost $224.47 Unrealized
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $461 Shares 12,105 Est. Cost $38.40 Unrealized -20.3%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $454 Shares 6,328 Est. Cost $49.00 Unrealized +35.1%
ADM ARCHER-DANIELS-MIDLN 0.0%
Value ($000) $451 Shares 5,613 Est. Cost $48.04 Unrealized +54.6%
NUVEEN S&P500 BUY-WRITE 0.0%
Value ($000) $448 Shares 37,777 Est. Cost $13.07 Unrealized
TAP MOLSON COORS BEVERAGE CLCLASS B 0.0%
Value ($000) $446 Shares 9,297 Est. Cost $48.60 Unrealized +0.3%
EVOQUA WATER TECH 0.0%
Value ($000) $443 Shares 13,420 Est. Cost $38.12 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $440 Shares 7,116 Est. Cost $62.95 Unrealized -31.4%
FIS FIDELITY NATL INFO 0.0%
Value ($000) $435 Shares 5,768 Est. Cost $119.96 Unrealized -28.9%
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $433 Shares 1,936 Est. Cost $162.28 Unrealized +39.8%
DD DUPONT DE NEMOURS INC IA 0.0%
Value ($000) $433 Shares 8,593 Est. Cost $24.78 Unrealized -10.2%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $426 Shares 4,967 Est. Cost $64.49 Unrealized +33.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $417 Shares 4,069 Est. Cost $116.57 Unrealized
MGA MAGNA INTL INC F 0.0%
Value ($000) $411 Shares 8,679 Est. Cost $69.50 Unrealized -25.9%
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $405 Shares 4,913 Est. Cost $84.54 Unrealized +13.8%
ZBRA ZEBRA TECHNOLOGIES CLASS A 0.0%
Value ($000) $404 Shares 1,545 Est. Cost $399.17 Unrealized -22.5%
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $403 Shares 16,961 Est. Cost $22.47 Unrealized
P B F LOGISTICS L P LP 0.0%
Value ($000) $400 Shares 21,204 Est. Cost $14.86 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $398 Shares 1,880 Est. Cost $167.10 Unrealized +26.2%
DLR DIGITAL REALTY TRUST REIT 0.0%
Value ($000) $390 Shares 3,939 Est. Cost $120.67 Unrealized -10.1%
SBFG SB FINL GROUP INC 0.0%
Value ($000) $389 Shares 23,139 Est. Cost $17.65 Unrealized -2.2%
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $385 Shares 2,962 Est. Cost $143.11 Unrealized -2.2%
COF CAPITAL ONE FC 0.0%
Value ($000) $384 Shares 4,175 Est. Cost $121.08 Unrealized -17.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $378 Shares 8,512 Est. Cost $50.16 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHAD ETF IV 0.0%
Value ($000) $378 Shares 4,370 Est. Cost $113.19 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $369 Shares 9,359 Est. Cost $27.42 Unrealized
MPT MEDICAL PROPERTIES REIT 0.0%
Value ($000) $365 Shares 30,799 Est. Cost $15270.24 Unrealized
JHMM JOHN HANCOCK MULTIFCTR MID CP ETF 0.0%
Value ($000) $364 Shares 8,555 Est. Cost $45.05 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.0%
Value ($000) $364 Shares 9,633 Est. Cost $68.64 Unrealized
SPIRIT AIRLINES 0.0%
Value ($000) $364 Shares 19,342 Est. Cost $20.24 Unrealized
MUR MURPHY OIL CORP HLDG 0.0%
Value ($000) $364 Shares 10,355 Est. Cost $18.22 Unrealized +66.7%
MARATHON OIL CORP 0.0%
Value ($000) $362 Shares 16,042 Est. Cost $10.05 Unrealized
SYF SYNCHRONY FINL 0.0%
Value ($000) $355 Shares 12,615 Est. Cost $41.09 Unrealized -27.4%
VIRTUS DIVID INT & PREM 0.0%
Value ($000) $353 Shares 33,068 Est. Cost $13.95 Unrealized
CASH PATHWARD FINL INC 0.0%
Value ($000) $352 Shares 10,700 Est. Cost $29.86 Unrealized +18.8%
USB U S BANCORP 0.0%
Value ($000) $351 Shares 8,724 Est. Cost $36.83 Unrealized +6.5%
TT TRANE TECHNOLOGIES PLC F 0.0%
Value ($000) $344 Shares 2,376 Est. Cost $136.15 Unrealized +5.5%
PKG PACKAGING CORP OF AM 0.0%
Value ($000) $341 Shares 3,043 Est. Cost $117.74 Unrealized +3.4%
WPC W.P. CAREY INC. REIT 0.0%
Value ($000) $338 Shares 4,844 Est. Cost $74.48 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $338 Shares 7,241 Est. Cost $51.17 Unrealized -4.5%
FEX FIRST TRUST LRGE CAP CORE APADEX ETF 0.0%
Value ($000) $330 Shares 4,574 Est. Cost $73.24 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $328 Shares 3,076 Est. Cost $57.75 Unrealized +72.0%
IJT ISHARES S&P SMLL CAP 600GRTH ETF 0.0%
Value ($000) $321 Shares 3,167 Est. Cost $117.79 Unrealized
SU SUNCOR ENERGY INC F 0.0%
Value ($000) $321 Shares 11,404 Est. Cost $16.88 Unrealized +63.9%
USMV ISHARES MSCI USA MIN VOLFCTR ETF 0.0%
Value ($000) $319 Shares 4,835 Est. Cost $70.80 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $319 Shares 9,566 Est. Cost $29.93 Unrealized +5.1%
SYY SYSCO CORP 0.0%
Value ($000) $317 Shares 4,493 Est. Cost $63.03 Unrealized +20.2%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $316 Shares 2,342 Est. Cost $118.98 Unrealized +16.9%
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $316 Shares 2,506 Est. Cost $96.35 Unrealized +16.4%
XEL XCEL ENERGY INC 0.0%
Value ($000) $313 Shares 4,896 Est. Cost $54.75 Unrealized +18.5%
BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS 0.0%
Value ($000) $308 Shares 3,862 Est. Cost $228.87 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $305 Shares 5,002 Est. Cost $70.85 Unrealized -14.4%
MAGELLAN MIDSTREAM PA LP 0.0%
Value ($000) $300 Shares 6,318 Est. Cost $48.44 Unrealized
XLI SELECT SECTOR INDUSTRIALSPDR ETF 0.0%
Value ($000) $300 Shares 3,629 Est. Cost $88.47 Unrealized
ICSH BLACKROCK ULTRA SHORT TERM BOND ETF 0.0%
Value ($000) $297 Shares 5,940 Est. Cost $50.50 Unrealized
MOS THE MOSAIC CO 0.0%
Value ($000) $296 Shares 6,142 Est. Cost $35.22 Unrealized +33.9%
ENB ENBRIDGE INC F 0.0%
Value ($000) $294 Shares 7,928 Est. Cost $26.25 Unrealized +28.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $294 Shares 4,024 Est. Cost $78.07 Unrealized -0.6%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $293 Shares 8,548 Est. Cost $35.82 Unrealized -11.2%
MINT PIMCO ENHANCED SHRT MATURTY ACTV ETF 0.0%
Value ($000) $291 Shares 2,949 Est. Cost $101.57 Unrealized
NUVEEN MUNICIPAL VALUE C 0.0%
Value ($000) $289 Shares 34,243 Est. Cost $9.57 Unrealized
SCHZ SCHWAB US AGGREGATE BONDETF 0.0%
Value ($000) $289 Shares 6,391 Est. Cost $55.98 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $288 Shares 3,450 Est. Cost $46.49 Unrealized +8.2%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $287 Shares 11,199 Est. Cost $32.62 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $286 Shares 1,181 Est. Cost $239.14 Unrealized +8.3%
ZBH ZIMMER BIOMET HLDGS 0.0%
Value ($000) $284 Shares 2,720 Est. Cost $148.71 Unrealized -28.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $283 Shares 8,124 Est. Cost $51.50 Unrealized
ELS EQUITY LIFESTYLE PPT REIT 0.0%
Value ($000) $279 Shares 4,446 Est. Cost $63.79 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $277 Shares 10,476 Est. Cost $42.19 Unrealized -34.5%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $277 Shares 10,142 Est. Cost $28.57 Unrealized -2.4%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $277 Shares 1,535 Est. Cost $181.37 Unrealized +0.2%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $271 Shares 11,796 Est. Cost $22.97 Unrealized
NVRI HARSCO CORP 0.0%
Value ($000) $268 Shares 71,732 Est. Cost $16.06 Unrealized -65.5%
DKNG DRAFTKINGS INC NEW CLASS A 0.0%
Value ($000) $267 Shares 17,690 Est. Cost $14.08 Unrealized +12.9%
VTWO VANGUARD RUSSELL 2000 ETF IV 0.0%
Value ($000) $267 Shares 4,014 Est. Cost $133.39 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $265 Shares 780 Est. Cost $215.34 Unrealized +58.5%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $264 Shares 15,643 Est. Cost $9.94 Unrealized +40.0%
TRP TC ENERGY CORP F 0.0%
Value ($000) $261 Shares 6,495 Est. Cost $34.41 Unrealized +20.5%
ASML ASML HOLDING N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $258 Shares 622 Est. Cost $235854.10 Unrealized
COHEN STEERS QUAL INCOME 0.0%
Value ($000) $258 Shares 22,965 Est. Cost $12.64 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $258 Shares 4,328 Est. Cost $5570.85 Unrealized
EATON VANCE TAX MGD DVF 0.0%
Value ($000) $255 Shares 23,500 Est. Cost $14.04 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $252 Shares 5,511 Est. Cost $551.31 Unrealized
BHP BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $249 Shares 4,980 Est. Cost $2400.00 Unrealized
NUVEEN MUNI HIGH INC OPP 0.0%
Value ($000) $246 Shares 24,015 Est. Cost $14.26 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $243 Shares 1,466 Est. Cost $137.54 Unrealized +10.3%
WBD WARNER BROTHERS DISCOVER 0.0%
Value ($000) $243 Shares 21,141 Est. Cost $18.55 Unrealized -26.7%
EBAY EBAY INC 0.0%
Value ($000) $242 Shares 6,591 Est. Cost $66.14 Unrealized -36.9%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $241 Shares 2,191 Est. Cost $125.07 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $241 Shares 3,004 Est. Cost $88.09 Unrealized -0.4%
BLACKROCK ENHANCED EQUIT 0.0%
Value ($000) $240 Shares 29,625 Est. Cost $681.73 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $237 Shares 2,902 Est. Cost $113.16 Unrealized -17.4%
EATON VANCE TAX MAN GL D 0.0%
Value ($000) $236 Shares 32,600 Est. Cost $10.18 Unrealized
CINF CINCINNATI FINL 0.0%
Value ($000) $236 Shares 2,642 Est. Cost $70.11 Unrealized +34.4%
WTS WATTS WATER TECH INC CLASS A 0.0%
Value ($000) $235 Shares 1,873 Est. Cost $115.43 Unrealized +17.6%
FISV FISERV INC 0.0%
Value ($000) $233 Shares 2,500 Est. Cost $109.41 Unrealized -6.9%
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $231 Shares 1,413 Est. Cost $81.40 Unrealized +6.4%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $230 Shares 4,857 Est. Cost $46.62 Unrealized +4.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $228 Shares 1,834 Est. Cost $115.48 Unrealized -0.8%
CMA COMERICA INCORPORATE 0.0%
Value ($000) $226 Shares 3,180 Est. Cost $52.32 Unrealized +26.4%
ROKU ROKU I N C CLASS A 0.0%
Value ($000) $225 Shares 4,000 Est. Cost $233.84 Unrealized -67.4%
HIG HARTFORD FINL SVC GP 0.0%
Value ($000) $221 Shares 3,581 Est. Cost $50.41 Unrealized +20.7%
IYW ISHARES US TECHNOLOGY ETF IV 0.0%
Value ($000) $221 Shares 3,024 Est. Cost $11272.49 Unrealized
NTR NUTRIEN LTD F 0.0%
Value ($000) $220 Shares 2,644 Est. Cost $73.96 Unrealized +4.1%
CITRIX SYSTEMS INC MANDATORY MERGER EFF: 10/03/22 0.0%
Value ($000) $220 Shares 2,120 Est. Cost $136.08 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $218 Shares 2,146 Est. Cost $86.20 Unrealized +22.2%
AON AON PLC FCLASS A 0.0%
Value ($000) $217 Shares 811 Est. Cost $236.31 Unrealized +16.7%
CC CHEMOURS CO 0.0%
Value ($000) $215 Shares 8,723 Est. Cost $13.25 Unrealized +119.4%
LIVENT CORP 0.0%
Value ($000) $215 Shares 7,029 Est. Cost $22689.95 Unrealized
SBNY SIGNATURE BANK 0.0%
Value ($000) $214 Shares 1,423 Est. Cost $225.58 Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.0%
Value ($000) $210 Shares 2,556 Est. Cost $100.55 Unrealized
ZM ZOOM VIDEO COMMUNICATIONCLASS A 0.0%
Value ($000) $205 Shares 2,793 Est. Cost $136.00 Unrealized -30.0%
TW TRADEWEB MKTS INC CLASS A 0.0%
Value ($000) $205 Shares 3,650 Est. Cost $80.89 Unrealized -15.9%
FTV FORTIVE CORP DISC 0.0%
Value ($000) $204 Shares 3,512 Est. Cost $50.83 Unrealized -9.4%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value ($000) $203 Shares 2,260 Est. Cost $89.82 Unrealized
VOT VANGUARD MID CAP GROWTH ETF 0.0%
Value ($000) $202 Shares 1,188 Est. Cost $213.17 Unrealized
CMS C M S ENERGY CORP 0.0%
Value ($000) $202 Shares 3,481 Est. Cost $54.74 Unrealized +10.4%
MDRX ALLSCRIPTS HEALTHCAR 0.0%
Value ($000) $202 Shares 13,300 Est. Cost $20.26 Unrealized -20.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK E 0.0%
Value ($000) $201 Shares 4,408 Est. Cost $58.02 Unrealized
HPQ HP INC. 0.0%
Value ($000) $201 Shares 8,102 Est. Cost $20.15 Unrealized +34.0%
COHEN STEERS REIT PREFER 0.0%
Value ($000) $200 Shares 10,333 Est. Cost $24.67 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $198 Shares 16,728 Est. Cost $15.09 Unrealized
US STEEL 0.0%
Value ($000) $189 Shares 10,463 Est. Cost $20.52 Unrealized
SAN BANCO SANTANDER S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $184 Shares 79,399 Est. Cost $2.34 Unrealized
PIMCO MUNICIPAL INCOME I 0.0%
Value ($000) $177 Shares 18,626 Est. Cost $177.71 Unrealized
PLTR PALANTIR TECHNOLOGIES INCLASS A 0.0%
Value ($000) $166 Shares 20,513 Est. Cost $22.06 Unrealized -59.7%
GNW GENWORTH FINL CLASS A 0.0%
Value ($000) $141 Shares 40,500 Est. Cost $3.73 Unrealized +8.2%
OI O-I GLASS INC 0.0%
Value ($000) $137 Shares 10,637 Est. Cost $12.88 Unrealized +5.1%
VTRS VIATRIS INC 0.0%
Value ($000) $134 Shares 15,834 Est. Cost $12.77 Unrealized -34.0%
BLACKROCK LIMITED DURATI 0.0%
Value ($000) $131 Shares 10,899 Est. Cost $16.95 Unrealized
FNB F N B CORP PA 0.0%
Value ($000) $119 Shares 10,291 Est. Cost $10.41 Unrealized +1.1%
WESTRN ASST HIGH INCM OP 0.0%
Value ($000) $110 Shares 29,953 Est. Cost $5.27 Unrealized
NUVEEN CREDIT STRATEGIES 0.0%
Value ($000) $88 Shares 17,362 Est. Cost $6.30 Unrealized
VIRTUS CONV & INCOME FD 0.0%
Value ($000) $69 Shares 21,696 Est. Cost $6.14 Unrealized
U S XPRESS ENTERPRISES ICLASS A 0.0%
Value ($000) $68 Shares 27,647 Est. Cost $9.66 Unrealized
SANDSTORM GOLD LTD F 0.0%
Value ($000) $62 Shares 12,000 Est. Cost $7.17 Unrealized
ALLBIRDS INC CLASS A 0.0%
Value ($000) $61 Shares 20,343 Est. Cost $3.00 Unrealized
GABELLI EQUITY CF 0.0%
Value ($000) $56 Shares 10,350 Est. Cost $6.89 Unrealized
CYH COMMUNITY HEALTH SYS 0.0%
Value ($000) $51 Shares 23,888 Est. Cost $3.92 Unrealized -15.5%
WBXWF WALLBOX N V 26 WTFWARRANTS EXP 10/01/26 0.0%
Value ($000) $38 Shares 27,500 Est. Cost $4.91 Unrealized
SUPERCOM LTD F 0.0%
Value ($000) $28 Shares 99,400 Est. Cost $1.35 Unrealized
AYRO INC 0.0%
Value ($000) $28 Shares 48,988 Est. Cost $6.30 Unrealized
SDCCQ SMILEDIRECTCLUB INC CLASS A 0.0%
Value ($000) $27 Shares 30,000 Est. Cost $8.54 Unrealized -85.8%
SESEN BIO I N C 0.0%
Value ($000) $27 Shares 65,347 Est. Cost $3.09 Unrealized
DESKTOP METAL INC CLASS A 0.0%
Value ($000) $26 Shares 10,300 Est. Cost $17.03 Unrealized
PURPLE BIOTECH LTD FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value ($000) $26 Shares 13,068 Est. Cost $369.59 Unrealized
A K A BRANDS HLDG COR 0.0%
Value ($000) $21 Shares 14,600 Est. Cost $1.44 Unrealized
TDUP THREDUP INC CLASS A 0.0%
Value ($000) $20 Shares 11,300 Est. Cost $2.51 Unrealized 0.0%
VOLCON INC 0.0%
Value ($000) $19 Shares 10,000 Est. Cost $10.80 Unrealized