Fragasso Group Inc. Diversified Active

CIK: 0001613331 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 13, 2025

Total Value ($000): $1,310,773 (100.0% shares, 0.0% debt)

Holdings (256)

IVV ISHARES TR 20.6%
Value ($000) $269,423 Shares 457,672 Est. Cost $340.92 Unrealized
SCHM SCHWAB STRATEGIC TR 7.1%
Value ($000) $92,695 Shares 3,345,175 Est. Cost $41.45 Unrealized
IEFA ISHARES TR 5.9%
Value ($000) $77,468 Shares 1,102,272 Est. Cost $66.08 Unrealized
QUAL ISHARES TR 5.4%
Value ($000) $71,013 Shares 398,770 Est. Cost $141.66 Unrealized
AAPL APPLE INC 5.4%
Value ($000) $70,740 Shares 282,484 Est. Cost $102.38 Unrealized +129.0%
VOO VANGUARD INDEX FDS 4.2%
Value ($000) $54,717 Shares 101,551 Est. Cost $199.53 Unrealized
JAAA JANUS DETROIT STR TR 3.8%
Value ($000) $49,692 Shares 979,925 Est. Cost $50.18 Unrealized
FENI FIDELITY COVINGTON TRUST 3.3%
Value ($000) $42,882 Shares 1,557,641 Est. Cost $28.63 Unrealized
USMV ISHARES TR 3.1%
Value ($000) $40,821 Shares 459,752 Est. Cost $56.44 Unrealized
HTRB HARTFORD FDS EXCHANGE TRADED 2.2%
Value ($000) $28,304 Shares 849,210 Est. Cost $33.62 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $27,800 Shares 65,956 Est. Cost $154.57 Unrealized +173.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $16,605 Shares 36,634 Est. Cost $231.04 Unrealized +99.8%
GOOGL ALPHABET INC 1.3%
Value ($000) $16,569 Shares 87,530 Est. Cost $106.40 Unrealized +63.7%
AVEM AMERICAN CENTY ETF TR 1.2%
Value ($000) $15,653 Shares 266,249 Est. Cost $57.14 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $15,144 Shares 69,030 Est. Cost $121.16 Unrealized +68.9%
JEPI J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $14,938 Shares 259,661 Est. Cost $54.63 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $14,443 Shares 107,551 Est. Cost $95.37 Unrealized +44.5%
MUB ISHARES TR 1.1%
Value ($000) $13,950 Shares 130,922 Est. Cost $106.61 Unrealized
SPYM SPDR SER TR 0.8%
Value ($000) $10,626 Shares 154,138 Est. Cost $53.76 Unrealized
V VISA INC 0.7%
Value ($000) $9,605 Shares 30,393 Est. Cost $152.12 Unrealized +96.1%
SRLN SSGA ACTIVE ETF TR 0.7%
Value ($000) $8,934 Shares 214,091 Est. Cost $44.05 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $8,306 Shares 35,825 Est. Cost $149.04 Unrealized +22.7%
META META PLATFORMS INC 0.6%
Value ($000) $7,502 Shares 12,813 Est. Cost $445.94 Unrealized +31.1%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $7,395 Shares 14,619 Est. Cost $269.54 Unrealized +105.1%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.6%
Value ($000) $7,366 Shares 123,323 Est. Cost $49.98 Unrealized
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $7,090 Shares 11,147 Est. Cost $174.43 Unrealized +275.6%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $7,032 Shares 65,370 Est. Cost $94.25 Unrealized +19.2%
CRM SALESFORCE INC 0.5%
Value ($000) $6,975 Shares 20,861 Est. Cost $209.89 Unrealized +50.9%
AMGN AMGEN INC 0.5%
Value ($000) $6,638 Shares 25,470 Est. Cost $157.48 Unrealized +81.6%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $6,057 Shares 1,219 Est. Cost $1950.63 Unrealized +144.2%
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $5,769 Shares 80,226 Est. Cost $73.55 Unrealized
SPGI S&P GLOBAL INC 0.4%
Value ($000) $5,587 Shares 11,218 Est. Cost $345.31 Unrealized +45.7%
SLYV SPDR SER TR 0.4%
Value ($000) $4,889 Shares 56,035 Est. Cost $79.58 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $4,837 Shares 29,024 Est. Cost $104.04 Unrealized +69.0%
LOW LOWES COS INC 0.4%
Value ($000) $4,792 Shares 19,417 Est. Cost $129.81 Unrealized +101.5%
SHYD VANECK ETF TRUST 0.4%
Value ($000) $4,756 Shares 211,559 Est. Cost $22.14 Unrealized
VXF VANGUARD INDEX FDS 0.4%
Value ($000) $4,732 Shares 24,905 Est. Cost $93.81 Unrealized
UNP UNION PAC CORP 0.4%
Value ($000) $4,614 Shares 20,235 Est. Cost $195.29 Unrealized +17.9%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $4,485 Shares 21,327 Est. Cost $189.66 Unrealized +23.7%
MRK MERCK & CO INC 0.3%
Value ($000) $4,271 Shares 42,933 Est. Cost $92.91 Unrealized +6.2%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $4,240 Shares 8,149 Est. Cost $543.09 Unrealized +0.8%
GWW GRAINGER W W INC 0.3%
Value ($000) $4,202 Shares 3,987 Est. Cost $686.32 Unrealized +62.6%
NFLX NETFLIX INC 0.3%
Value ($000) $4,022 Shares 4,512 Est. Cost $34.70 Unrealized +137.2%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $4,014 Shares 24,682 Est. Cost $119.39 Unrealized +50.1%
EFA ISHARES TR 0.3%
Value ($000) $3,885 Shares 51,379 Est. Cost $60.85 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $3,843 Shares 6,557 Est. Cost $290.16 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $3,790 Shares 120,541 Est. Cost $30.95 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $3,763 Shares 20,515 Est. Cost $140.39 Unrealized +41.3%
SLYG SPDR SER TR 0.3%
Value ($000) $3,705 Shares 41,005 Est. Cost $83.63 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $3,697 Shares 87,449 Est. Cost $28.82 Unrealized +48.9%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $3,640 Shares 94,938 Est. Cost $27.61 Unrealized +46.7%
HSY HERSHEY CO 0.3%
Value ($000) $3,548 Shares 20,952 Est. Cost $218.95 Unrealized -21.0%
PWR QUANTA SVCS INC 0.3%
Value ($000) $3,529 Shares 11,166 Est. Cost $177.72 Unrealized +80.8%
FJUN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $3,404 Shares 66,255 Est. Cost $41.91 Unrealized
BOCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $3,289 Shares 76,089 Est. Cost $34.60 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $3,260 Shares 10,849 Est. Cost $219.71 Unrealized +32.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $3,253 Shares 4,214 Est. Cost $417.33 Unrealized +96.8%
PEP PEPSICO INC 0.2%
Value ($000) $3,216 Shares 21,151 Est. Cost $142.48 Unrealized +9.9%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $3,199 Shares 6,922 Est. Cost $96.06 Unrealized +387.6%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $3,133 Shares 13,071 Est. Cost $74.96 Unrealized +204.2%
FSEP FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $3,039 Shares 66,509 Est. Cost $38.79 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $3,023 Shares 27,148 Est. Cost $115.91 Unrealized -10.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,890 Shares 40,310 Est. Cost $61.31 Unrealized +22.4%
FMC FMC CORP 0.2%
Value ($000) $2,880 Shares 59,239 Est. Cost $55.45 Unrealized -1.1%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $2,788 Shares 32,667 Est. Cost $66.86 Unrealized +25.5%
CRL CHARLES RIV LABS INTL INC 0.2%
Value ($000) $2,684 Shares 14,538 Est. Cost $155.76 Unrealized +23.7%
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $2,670 Shares 11,645 Est. Cost $216.29 Unrealized +4.7%
TGT TARGET CORP 0.2%
Value ($000) $2,657 Shares 19,653 Est. Cost $140.30 Unrealized -2.6%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $2,654 Shares 31,297 Est. Cost $103.47 Unrealized
LGIH LGI HOMES INC 0.2%
Value ($000) $2,484 Shares 27,782 Est. Cost $136.41 Unrealized -23.0%
WMT WALMART INC 0.2%
Value ($000) $2,406 Shares 26,634 Est. Cost $47.68 Unrealized +80.0%
ABBV ABBVIE INC 0.2%
Value ($000) $2,270 Shares 12,772 Est. Cost $73.85 Unrealized +140.2%
FNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $2,251 Shares 47,079 Est. Cost $39.53 Unrealized
COHR COHERENT CORP 0.2%
Value ($000) $2,195 Shares 23,174 Est. Cost $47.80 Unrealized +109.3%
BFEB INNOVATOR ETFS TRUST 0.2%
Value ($000) $2,081 Shares 48,319 Est. Cost $31.74 Unrealized
NVR NVR INC 0.2%
Value ($000) $2,020 Shares 247 Est. Cost $2718.99 Unrealized +234.9%
IAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $2,012 Shares 75,356 Est. Cost $27.10 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $1,989 Shares 24,580 Est. Cost $59.43 Unrealized
PCG PG&E CORP 0.2%
Value ($000) $1,983 Shares 98,255 Est. Cost $16.77 Unrealized +20.2%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $1,967 Shares 6,718 Est. Cost $127.39 Unrealized +126.0%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,931 Shares 41,485 Est. Cost $36.11 Unrealized
RMD RESMED INC 0.1%
Value ($000) $1,926 Shares 8,422 Est. Cost $204.00 Unrealized +16.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,923 Shares 13,295 Est. Cost $97.22 Unrealized +53.9%
SPYG SPDR SER TR 0.1%
Value ($000) $1,826 Shares 20,773 Est. Cost $50.74 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,756 Shares 41,182 Est. Cost $37.91 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,750 Shares 10,440 Est. Cost $88.37 Unrealized +87.5%
BOND PIMCO ETF TR 0.1%
Value ($000) $1,723 Shares 19,058 Est. Cost $97.33 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,708 Shares 7,344 Est. Cost $134.66 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $1,608 Shares 6,643 Est. Cost $231.63 Unrealized
XBAP INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,554 Shares 45,561 Est. Cost $26.46 Unrealized
KJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,543 Shares 52,410 Est. Cost $25.83 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,537 Shares 3,805 Est. Cost $251.05 Unrealized +28.2%
PPG PPG INDS INC 0.1%
Value ($000) $1,524 Shares 12,756 Est. Cost $105.25 Unrealized +15.5%
FAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,464 Shares 35,464 Est. Cost $32.53 Unrealized
BNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,446 Shares 36,819 Est. Cost $32.83 Unrealized
BJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,433 Shares 32,161 Est. Cost $34.35 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $1,306 Shares 6,774 Est. Cost $97.61 Unrealized +93.9%
ISEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,296 Shares 47,046 Est. Cost $28.98 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $1,272 Shares 4,387 Est. Cost $162.10 Unrealized +79.0%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,232 Shares 4,252 Est. Cost $158.28 Unrealized
BMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,219 Shares 26,426 Est. Cost $34.73 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,210 Shares 31,954 Est. Cost $34.44 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $1,187 Shares 16,357 Est. Cost $30.85 Unrealized +154.1%
BJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,186 Shares 28,571 Est. Cost $31.25 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $1,176 Shares 17,955 Est. Cost $60.29 Unrealized
KOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,169 Shares 38,247 Est. Cost $28.54 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,136 Shares 5,142 Est. Cost $149.46 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,133 Shares 5,950 Est. Cost $115.61 Unrealized +52.0%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,131 Shares 42,477 Est. Cost $23.48 Unrealized
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,117 Shares 27,134 Est. Cost $30.61 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,107 Shares 24,118 Est. Cost $34.66 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $1,100 Shares 5,942 Est. Cost $1995.73 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $1,096 Shares 20,991 Est. Cost $53.43 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,095 Shares 2,141 Est. Cost $292.03 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $1,072 Shares 3,326 Est. Cost $215.39 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $1,023 Shares 37,346 Est. Cost $28.61 Unrealized
BAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,012 Shares 23,220 Est. Cost $31.24 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $994 Shares 19,729 Est. Cost $50.23 Unrealized
KSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $988 Shares 38,441 Est. Cost $25.51 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $981 Shares 4,742 Est. Cost $144.79 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $977 Shares 10,706 Est. Cost $63.15 Unrealized +48.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $975 Shares 13,876 Est. Cost $34.05 Unrealized +95.8%
HD HOME DEPOT INC 0.1%
Value ($000) $968 Shares 2,488 Est. Cost $246.63 Unrealized +61.1%
SUB ISHARES TR 0.1%
Value ($000) $930 Shares 8,817 Est. Cost $104.60 Unrealized
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $929 Shares 3,671 Est. Cost $141.72 Unrealized +88.0%
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $924 Shares 25,726 Est. Cost $28.35 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $887 Shares 14,987 Est. Cost $32.57 Unrealized +70.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $884 Shares 1,678 Est. Cost $387.08 Unrealized +33.0%
BSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $871 Shares 20,300 Est. Cost $33.05 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $852 Shares 17,818 Est. Cost $48.65 Unrealized
MUNI PIMCO ETF TR 0.1%
Value ($000) $852 Shares 16,462 Est. Cost $50.87 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $845 Shares 12,605 Est. Cost $44.00 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $823 Shares 3,118 Est. Cost $216.26 Unrealized
KAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $817 Shares 24,981 Est. Cost $27.64 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $808 Shares 8,348 Est. Cost $87.55 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $782 Shares 11,054 Est. Cost $68.45 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $770 Shares 10,187 Est. Cost $40.92 Unrealized +42.3%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $746 Shares 32,178 Est. Cost $32.78 Unrealized
FNDE SCHWAB STRATEGIC TR 0.1%
Value ($000) $746 Shares 25,663 Est. Cost $26.85 Unrealized
FMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $745 Shares 15,702 Est. Cost $40.65 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $741 Shares 5,806 Est. Cost $82.82 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $734 Shares 3,206 Est. Cost $87.00 Unrealized +134.6%
POCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $723 Shares 18,261 Est. Cost $30.62 Unrealized
PJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $717 Shares 19,110 Est. Cost $30.03 Unrealized
BMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $695 Shares 17,244 Est. Cost $32.36 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $678 Shares 13,616 Est. Cost $38.82 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $674 Shares 5,962 Est. Cost $60.14 Unrealized +88.4%
BX BLACKSTONE INC 0.1%
Value ($000) $661 Shares 3,832 Est. Cost $91.32 Unrealized +84.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $655 Shares 714 Est. Cost $481.63 Unrealized +91.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $642 Shares 16,042 Est. Cost $36.91 Unrealized +6.8%
ITM VANECK ETF TRUST 0.0%
Value ($000) $629 Shares 13,650 Est. Cost $46.10 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $610 Shares 22,990 Est. Cost $24.72 Unrealized +1.6%
HON HONEYWELL INTL INC 0.0%
Value ($000) $561 Shares 2,484 Est. Cost $130.40 Unrealized +56.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $561 Shares 2,840 Est. Cost $109.61 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $556 Shares 14,489 Est. Cost $39.50 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $551 Shares 4,070 Est. Cost $117.12 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $548 Shares 10,438 Est. Cost $48.67 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $544 Shares 1,350 Est. Cost $306.95 Unrealized +51.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $510 Shares 3,322 Est. Cost $86.09 Unrealized +85.3%
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $503 Shares 11,628 Est. Cost $34.67 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $500 Shares 2,856 Est. Cost $103.75 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $499 Shares 1,216 Est. Cost $259.62 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $492 Shares 4,449 Est. Cost $102.84 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $488 Shares 5,040 Est. Cost $68.88 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $486 Shares 3,967 Est. Cost $117.35 Unrealized +5.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $480 Shares 4,083 Est. Cost $96.41 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $473 Shares 4,959 Est. Cost $95.47 Unrealized
CSX CSX CORP 0.0%
Value ($000) $471 Shares 14,581 Est. Cost $26.57 Unrealized +26.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $466 Shares 1,986 Est. Cost $212.22 Unrealized +17.1%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $454 Shares 8,900 Est. Cost $50.16 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $449 Shares 722 Est. Cost $328.09 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $449 Shares 7,210 Est. Cost $50.89 Unrealized +24.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $445 Shares 11,855 Est. Cost $35.25 Unrealized +13.4%
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $444 Shares 10,017 Est. Cost $38.74 Unrealized
DE DEERE & CO 0.0%
Value ($000) $437 Shares 1,031 Est. Cost $265.86 Unrealized +55.7%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $433 Shares 23,407 Est. Cost $25.79 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $432 Shares 1,456 Est. Cost $181.81 Unrealized +56.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $430 Shares 3,570 Est. Cost $89.11 Unrealized +35.3%
TLT ISHARES TR 0.0%
Value ($000) $414 Shares 4,739 Est. Cost $94.49 Unrealized
BALL BALL CORP 0.0%
Value ($000) $410 Shares 7,439 Est. Cost $41.27 Unrealized +45.9%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $408 Shares 1,115 Est. Cost $251.05 Unrealized
ATI ATI INC 0.0%
Value ($000) $403 Shares 7,323 Est. Cost $58.97 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $395 Shares 4,502 Est. Cost $73.86 Unrealized
SUSL ISHARES TR 0.0%
Value ($000) $393 Shares 3,814 Est. Cost $97.43 Unrealized
IOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $377 Shares 12,862 Est. Cost $29.30 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $372 Shares 591 Est. Cost $249.83 Unrealized +167.8%
AGG ISHARES TR 0.0%
Value ($000) $371 Shares 3,832 Est. Cost $109.89 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $370 Shares 1,116 Est. Cost $185.43 Unrealized +87.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $368 Shares 6,839 Est. Cost $64.22 Unrealized -15.8%
ITOT ISHARES TR 0.0%
Value ($000) $362 Shares 2,818 Est. Cost $90.22 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $359 Shares 687 Est. Cost $390.88 Unrealized +33.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $349 Shares 3,516 Est. Cost $102.31 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $347 Shares 1,580 Est. Cost $123.84 Unrealized +74.7%
HIMS HIMS & HERS HEALTH INC 0.0%
Value ($000) $335 Shares 13,853 Est. Cost $11.27 Unrealized +119.7%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $330 Shares 2,948 Est. Cost $137.58 Unrealized -21.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $330 Shares 6,302 Est. Cost $37.90 Unrealized +28.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $326 Shares 899 Est. Cost $269.55 Unrealized +41.6%
SMAY FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $320 Shares 12,914 Est. Cost $23.33 Unrealized
PMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $318 Shares 7,923 Est. Cost $32.17 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $318 Shares 14,024 Est. Cost $33.65 Unrealized
KWEB KRANESHARES TRUST 0.0%
Value ($000) $318 Shares 10,867 Est. Cost $28.70 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $316 Shares 1,928 Est. Cost $132.02 Unrealized +29.5%
IWF ISHARES TR 0.0%
Value ($000) $314 Shares 783 Est. Cost $277.52 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $313 Shares 1,599 Est. Cost $161.05 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $308 Shares 1,645 Est. Cost $172.15 Unrealized +15.7%
ADBE ADOBE INC 0.0%
Value ($000) $308 Shares 692 Est. Cost $430.13 Unrealized +15.1%
BAC BANK AMERICA CORP 0.0%
Value ($000) $305 Shares 6,946 Est. Cost $34.16 Unrealized +25.4%
MMM 3M CO 0.0%
Value ($000) $302 Shares 2,339 Est. Cost $90.13 Unrealized +42.4%
CI THE CIGNA GROUP 0.0%
Value ($000) $298 Shares 1,080 Est. Cost $213.92 Unrealized +45.6%
SOXX ISHARES TR 0.0%
Value ($000) $294 Shares 1,363 Est. Cost $326.91 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $293 Shares 3,315 Est. Cost $72.25 Unrealized
BA BOEING CO 0.0%
Value ($000) $290 Shares 1,640 Est. Cost $213.58 Unrealized -26.5%
DON WISDOMTREE TR 0.0%
Value ($000) $289 Shares 5,663 Est. Cost $41.17 Unrealized
T AT&T INC 0.0%
Value ($000) $288 Shares 12,658 Est. Cost $15.20 Unrealized +41.5%
XPH SPDR SER TR 0.0%
Value ($000) $285 Shares 6,619 Est. Cost $40.96 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $279 Shares 1,927 Est. Cost $140.29 Unrealized +3.7%
SNPE DBX ETF TR 0.0%
Value ($000) $278 Shares 5,213 Est. Cost $37.38 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $277 Shares 5,666 Est. Cost $38.35 Unrealized
WCC WESCO INTL INC 0.0%
Value ($000) $275 Shares 1,521 Est. Cost $146.99 Unrealized +27.2%
CNC CENTENE CORP DEL 0.0%
Value ($000) $274 Shares 4,515 Est. Cost $66.77 Unrealized -6.6%
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $273 Shares 6,114 Est. Cost $31.99 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $272 Shares 2,255 Est. Cost $164.14 Unrealized -12.3%
LQD ISHARES TR 0.0%
Value ($000) $271 Shares 2,532 Est. Cost $104.42 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $266 Shares 5,054 Est. Cost $50.28 Unrealized +5.4%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $266 Shares 3,824 Est. Cost $62.63 Unrealized +10.7%
FISV FISERV INC 0.0%
Value ($000) $263 Shares 1,279 Est. Cost $165.84 Unrealized +23.1%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $258 Shares 1,215 Est. Cost $190.38 Unrealized +13.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $257 Shares 530 Est. Cost $426.10 Unrealized +23.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $254 Shares 889 Est. Cost $260.30 Unrealized +6.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $252 Shares 1,099 Est. Cost $215.80 Unrealized +13.0%
YMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $250 Shares 10,981 Est. Cost $19.91 Unrealized
NKE NIKE INC 0.0%
Value ($000) $249 Shares 3,293 Est. Cost $85.21 Unrealized -10.2%
XBI SPDR SER TR 0.0%
Value ($000) $249 Shares 2,759 Est. Cost $83.01 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $245 Shares 231 Est. Cost $202.58 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $241 Shares 1,064 Est. Cost $201.50 Unrealized +11.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $241 Shares 1,617 Est. Cost $133.25 Unrealized +17.3%
AON AON PLC 0.0%
Value ($000) $238 Shares 664 Est. Cost $325.43 Unrealized +12.2%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $237 Shares 3,391 Est. Cost $63.79 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $237 Shares 5,388 Est. Cost $46.03 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $235 Shares 1,253 Est. Cost $192.96 Unrealized +0.1%
IVW ISHARES TR 0.0%
Value ($000) $235 Shares 2,311 Est. Cost $101.52 Unrealized
CPRT COPART INC 0.0%
Value ($000) $231 Shares 4,033 Est. Cost $51.54 Unrealized +10.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $227 Shares 1,648 Est. Cost $135.81 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $226 Shares 8,124 Est. Cost $46.09 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $226 Shares 810 Est. Cost $198.52 Unrealized +36.8%
O REALTY INCOME CORP 0.0%
Value ($000) $223 Shares 4,171 Est. Cost $55.00 Unrealized -0.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $222 Shares 874 Est. Cost $238.14 Unrealized +8.1%
BDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $219 Shares 5,090 Est. Cost $33.15 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $213 Shares 2,921 Est. Cost $68.94 Unrealized 0.0%
PJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $212 Shares 5,022 Est. Cost $40.23 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $211 Shares 1,507 Est. Cost $137.31 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $208 Shares 922 Est. Cost $219.85 Unrealized 0.0%
RY ROYAL BK CDA 0.0%
Value ($000) $206 Shares 1,710 Est. Cost $114.81 Unrealized +7.5%
IJK ISHARES TR 0.0%
Value ($000) $203 Shares 2,237 Est. Cost $79.94 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $201 Shares 3,151 Est. Cost $72.99 Unrealized -12.2%
WIT WIPRO LTD 0.0%
Value ($000) $47 Shares 13,188 Est. Cost $3.54 Unrealized