Pinnacle Wealth Management Advisory Group, LLC Diversified Active

CIK: 0001631864 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 7, 2025

Total Value ($000): $1,204,603 (100.0% shares, 0.0% debt)

Holdings (375)

VTI Vanguard US Total Stock Market 4.4%
Value ($000) $52,647 Shares 173,222 Est. Cost $235.81 Unrealized
QUAL iShares MSCI USA Quality 4.2%
Value ($000) $51,026 Shares 279,105 Est. Cost $122.49 Unrealized
AAPL Apple Inc 3.9%
Value ($000) $47,037 Shares 229,256 Est. Cost $127.62 Unrealized +57.8%
MSFT Microsoft Corp 3.5%
Value ($000) $41,789 Shares 84,014 Est. Cost $233.53 Unrealized +85.2%
VYM Vanguard High Div Yield ETF 3.3%
Value ($000) $39,561 Shares 296,759 Est. Cost $95.94 Unrealized
VB Vanguard Small-Cap ETF 2.9%
Value ($000) $34,633 Shares 146,144 Est. Cost $173.47 Unrealized
SPY SPDR S&P 500 ETF Tr 2.8%
Value ($000) $33,228 Shares 53,780 Est. Cost $374.61 Unrealized
QQQ Invesco QQQ Trust Series I 2.7%
Value ($000) $32,986 Shares 59,797 Est. Cost $335.61 Unrealized
IVV iShares Core S&P 500 Index Fun 2.6%
Value ($000) $30,845 Shares 49,677 Est. Cost $412.69 Unrealized
VEU Vanguard FTSE All World Ex US 2.5%
Value ($000) $29,802 Shares 443,356 Est. Cost $54.48 Unrealized
NVDA NVIDIA Corp 2.1%
Value ($000) $25,285 Shares 160,040 Est. Cost $95.36 Unrealized +31.9%
VEA Vanguard FTSE Developed Market 2.1%
Value ($000) $25,202 Shares 442,058 Est. Cost $42.65 Unrealized
JEPI JPMorgan Equity Premium ETF 1.8%
Value ($000) $22,044 Shares 387,766 Est. Cost $53.57 Unrealized
BRK/B Berkshire Hathaway Inc-CL B 1.6%
Value ($000) $19,594 Shares 40,337 Est. Cost $271.86 Unrealized +86.8%
IJH iShares Tr S&P Midcap 400 1.6%
Value ($000) $19,533 Shares 314,947 Est. Cost $91.31 Unrealized
IJR iShares Core S&P S/C ETF 1.6%
Value ($000) $19,491 Shares 178,339 Est. Cost $93.84 Unrealized
SCHD Schwab US DVD equity ETF 1.4%
Value ($000) $17,428 Shares 657,646 Est. Cost $41.53 Unrealized
AVGO Broadcom Ltd 1.4%
Value ($000) $16,718 Shares 60,650 Est. Cost $148.46 Unrealized +45.4%
AMZN Amazon.Com Inc 1.4%
Value ($000) $16,412 Shares 74,806 Est. Cost $131.77 Unrealized +50.2%
RSP Invesco S&P 500 Equal Weight P 1.3%
Value ($000) $15,492 Shares 85,245 Est. Cost $131.12 Unrealized
GOOGL Alphabet Inc - Class A 1.2%
Value ($000) $14,468 Shares 82,097 Est. Cost $114.01 Unrealized +43.2%
BND Vanguard Bd Index Fd Tot Mkt 1.2%
Value ($000) $14,377 Shares 195,254 Est. Cost $76.07 Unrealized
DUHP Dimensional Us High Proftblty 1.2%
Value ($000) $14,057 Shares 395,316 Est. Cost $26.11 Unrealized
DGRW Wisdomtree Us Dividend Grow 1.2%
Value ($000) $13,931 Shares 166,355 Est. Cost $80.30 Unrealized
DFAI Dimensional International Core 1.1%
Value ($000) $13,542 Shares 391,729 Est. Cost $27.11 Unrealized
IWM iShares Tr Russell 2000 1.1%
Value ($000) $13,324 Shares 61,745 Est. Cost $189.14 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $12,802 Shares 83,809 Est. Cost $126.25 Unrealized +19.5%
WMT Wal Mart Stores Inc 1.0%
Value ($000) $12,284 Shares 125,634 Est. Cost $50.64 Unrealized +87.1%
JPM JPMorgan Chase & Co 1.0%
Value ($000) $11,859 Shares 40,906 Est. Cost $94.89 Unrealized +166.3%
TOTL SPDR Doubleline Total Return T 0.9%
Value ($000) $10,755 Shares 268,141 Est. Cost $42.39 Unrealized
META Meta Platforms Inc - A 0.9%
Value ($000) $10,384 Shares 14,069 Est. Cost $318.70 Unrealized +93.5%
DFSV Dimensional US S/C Value ETF 0.8%
Value ($000) $9,670 Shares 328,564 Est. Cost $25.38 Unrealized
Mastercard Inc Class A 0.7%
Value ($000) $8,911 Shares 15,858 Est. Cost $337.49 Unrealized
PG Procter & Gamble 0.7%
Value ($000) $8,898 Shares 55,853 Est. Cost $116.26 Unrealized +38.3%
First Trust DJ Internet 0.7%
Value ($000) $8,895 Shares 33,026 Est. Cost $190.04 Unrealized
First Trust NASDAQ Cybersecuri 0.7%
Value ($000) $8,514 Shares 112,647 Est. Cost $46.11 Unrealized
AXP American Express 0.7%
Value ($000) $7,887 Shares 24,725 Est. Cost $132.78 Unrealized +110.4%
RDVI FT Vest Rising DVD Achievers T 0.7%
Value ($000) $7,864 Shares 318,232 Est. Cost $23.93 Unrealized
BLK Blackrock Inc 0.6%
Value ($000) $6,982 Shares 6,654 Est. Cost $989.83 Unrealized -5.7%
IEF iShares 7-10 Year Bond Fund 0.6%
Value ($000) $6,877 Shares 71,809 Est. Cost $96.55 Unrealized
MS Morgan Stanley 0.6%
Value ($000) $6,815 Shares 48,383 Est. Cost $75.27 Unrealized +60.7%
VWO Vanguard FTSE Emerging Markets 0.6%
Value ($000) $6,691 Shares 135,291 Est. Cost $41.47 Unrealized
VV Vanguard Large Cap ETF 0.5%
Value ($000) $6,592 Shares 23,104 Est. Cost $171.62 Unrealized
First Trust NASDAQ Rising Divi 0.5%
Value ($000) $6,489 Shares 103,427 Est. Cost $46.78 Unrealized
HD Home Depot Inc 0.5%
Value ($000) $6,375 Shares 17,386 Est. Cost $225.19 Unrealized +58.0%
RTX Corp 0.5%
Value ($000) $6,330 Shares 43,352 Est. Cost $75.98 Unrealized
DIA SPDR Dow Jones Indl Avrg ETF 0.5%
Value ($000) $6,299 Shares 14,296 Est. Cost $231.93 Unrealized
DFAE Dimensional Emerging Mkts Core 0.5%
Value ($000) $6,270 Shares 216,573 Est. Cost $23.23 Unrealized
MDY SPDR S & P Mid-Cap 400 ETF Tr 0.5%
Value ($000) $6,221 Shares 10,982 Est. Cost $296.38 Unrealized
VOO Vanguard S&P 500 ETF 0.5%
Value ($000) $6,078 Shares 10,701 Est. Cost $360.65 Unrealized
CSCO Cisco Systems 0.5%
Value ($000) $5,469 Shares 78,830 Est. Cost $40.22 Unrealized +50.1%
COST Costco Wholesale Corp 0.4%
Value ($000) $5,408 Shares 5,463 Est. Cost $499.45 Unrealized +98.4%
IBM International Business Machine 0.4%
Value ($000) $5,244 Shares 17,788 Est. Cost $132.27 Unrealized +91.9%
VTEB Vanguard Tax Exempt Bond ETF 0.4%
Value ($000) $5,163 Shares 105,305 Est. Cost $50.74 Unrealized
MCD McDonald's Corp 0.4%
Value ($000) $4,932 Shares 16,882 Est. Cost $165.41 Unrealized +83.5%
ITW Illinois Tool Works Inc 0.4%
Value ($000) $4,867 Shares 19,686 Est. Cost $189.34 Unrealized +25.3%
Tesla Inc 0.4%
Value ($000) $4,530 Shares 14,260 Est. Cost $355.62 Unrealized
KO Coca-Cola Co 0.4%
Value ($000) $4,444 Shares 62,819 Est. Cost $49.08 Unrealized +42.2%
VXUS Vanguard Total Intl Stock Inde 0.4%
Value ($000) $4,403 Shares 63,722 Est. Cost $54.67 Unrealized
IEI iShares Barclays 3-7 Yr Treasu 0.4%
Value ($000) $4,247 Shares 35,665 Est. Cost $121.29 Unrealized
VO Vanguard Mid-Cap ETF 0.4%
Value ($000) $4,239 Shares 15,148 Est. Cost $222.97 Unrealized
NFLX Netflix Inc 0.3%
Value ($000) $4,186 Shares 3,126 Est. Cost $48.85 Unrealized +131.5%
Welltower Inc 0.3%
Value ($000) $4,161 Shares 27,067 Est. Cost $84.64 Unrealized
V Visa Inc Class A Shares 0.3%
Value ($000) $4,099 Shares 11,544 Est. Cost $190.59 Unrealized +82.1%
LMT Lockheed Martin Corporation 0.3%
Value ($000) $4,053 Shares 8,750 Est. Cost $272.53 Unrealized +68.5%
SDVY First Trust Smid Cap Rising Di 0.3%
Value ($000) $4,032 Shares 114,297 Est. Cost $34.18 Unrealized
GOOG Alphabet Inc - Class C 0.3%
Value ($000) $4,001 Shares 22,554 Est. Cost $111.80 Unrealized +47.5%
MRK Merck & Co 0.3%
Value ($000) $3,873 Shares 48,931 Est. Cost $67.93 Unrealized +13.9%
GILD Gilead Sciences Inc 0.3%
Value ($000) $3,867 Shares 34,881 Est. Cost $64.15 Unrealized +62.7%
DIS Walt Disney Co 0.3%
Value ($000) $3,597 Shares 29,003 Est. Cost $144.42 Unrealized -28.8%
AMGN Amgen Inc 0.3%
Value ($000) $3,477 Shares 12,454 Est. Cost $200.54 Unrealized +38.5%
ADP Automatic Data Processing 0.3%
Value ($000) $3,410 Shares 11,056 Est. Cost $251.10 Unrealized +20.4%
ACWI iShares MSCI ACWI Index Fund 0.3%
Value ($000) $3,392 Shares 26,377 Est. Cost $92.62 Unrealized
VIG Vanguard Dividend Appreciation 0.3%
Value ($000) $3,351 Shares 16,371 Est. Cost $162.85 Unrealized
Global X Robotics & Artificial 0.3%
Value ($000) $3,305 Shares 101,218 Est. Cost $30.68 Unrealized
BAC Bank Of America Corp 0.3%
Value ($000) $3,302 Shares 69,786 Est. Cost $30.41 Unrealized +36.3%
SCZ iShares MSCI EAFE Small Cap In 0.3%
Value ($000) $3,208 Shares 44,137 Est. Cost $65.51 Unrealized
PEP Pepsico Inc 0.3%
Value ($000) $3,198 Shares 24,221 Est. Cost $129.14 Unrealized +1.5%
ABBV Abbvie Inc 0.3%
Value ($000) $3,060 Shares 16,485 Est. Cost $121.54 Unrealized +50.3%
JEPQ J P Morgan Nasdaq Eqt Prm Inc 0.3%
Value ($000) $3,056 Shares 56,182 Est. Cost $50.84 Unrealized
SCHM Schwab US Mid Cap ETF 0.3%
Value ($000) $3,050 Shares 108,740 Est. Cost $39.71 Unrealized
VGIT Vanguard Interm-Term Govt Bd 0.2%
Value ($000) $2,996 Shares 50,091 Est. Cost $60.50 Unrealized
LLY Eli Lilly & Co 0.2%
Value ($000) $2,944 Shares 3,777 Est. Cost $241.05 Unrealized +220.8%
SO Southern Co 0.2%
Value ($000) $2,835 Shares 30,873 Est. Cost $65.97 Unrealized +33.4%
NSRGY Nestle Sa-Spons Adr 0.2%
Value ($000) $2,806 Shares 28,250 Est. Cost $139.43 Unrealized
CAT Caterpillar Incorporated 0.2%
Value ($000) $2,780 Shares 7,161 Est. Cost $257.64 Unrealized +28.4%
iShares Core MSCI Total Intl S 0.2%
Value ($000) $2,736 Shares 35,388 Est. Cost $62.36 Unrealized
KLAC KLA Corp 0.2%
Value ($000) $2,672 Shares 2,983 Est. Cost $272.19 Unrealized +175.0%
CVX Chevron Corporation 0.2%
Value ($000) $2,588 Shares 18,071 Est. Cost $101.64 Unrealized +34.8%
ADBE Adobe Inc 0.2%
Value ($000) $2,570 Shares 6,643 Est. Cost $423.45 Unrealized -9.0%
LRCX Lam Research 0.2%
Value ($000) $2,569 Shares 26,393 Est. Cost $75.68 Unrealized +4.2%
XOM Exxon Mobil Corp 0.2%
Value ($000) $2,567 Shares 23,814 Est. Cost $63.74 Unrealized +64.0%
UNH Unitedhealth Group Inc 0.2%
Value ($000) $2,506 Shares 8,034 Est. Cost $242.52 Unrealized +54.6%
ORCL Oracle Corp 0.2%
Value ($000) $2,505 Shares 11,458 Est. Cost $74.23 Unrealized +116.6%
JPMorgan Hedged Equity Laddere 0.2%
Value ($000) $2,465 Shares 39,388 Est. Cost $62.15 Unrealized
VZ Verizon Communications 0.2%
Value ($000) $2,319 Shares 53,594 Est. Cost $38.72 Unrealized +8.0%
GS Goldman Sachs Group Inc 0.2%
Value ($000) $2,275 Shares 3,215 Est. Cost $327.85 Unrealized +74.4%
VLO Valero Energy Corp New 0.2%
Value ($000) $2,173 Shares 16,166 Est. Cost $84.31 Unrealized +45.1%
SBUX Starbucks Corp 0.2%
Value ($000) $2,156 Shares 23,527 Est. Cost $85.59 Unrealized -0.5%
QCOM Qualcomm Inc 0.2%
Value ($000) $2,062 Shares 12,950 Est. Cost $138.99 Unrealized +4.3%
BUFR FT Vest Fund of Buffer ETFs 0.2%
Value ($000) $2,022 Shares 63,585 Est. Cost $28.73 Unrealized
XLK AMEX Tech Select 0.2%
Value ($000) $1,882 Shares 7,431 Est. Cost $143.62 Unrealized
PNC PNC Fincl Services Group 0.2%
Value ($000) $1,843 Shares 9,885 Est. Cost $98.52 Unrealized +68.5%
NEE Nextera Energy Inc 0.1%
Value ($000) $1,793 Shares 25,831 Est. Cost $70.06 Unrealized -2.8%
LOW Lowe's Companies Inc 0.1%
Value ($000) $1,780 Shares 8,021 Est. Cost $151.44 Unrealized +45.7%
PAYX Paychex 0.1%
Value ($000) $1,662 Shares 11,426 Est. Cost $109.90 Unrealized +34.2%
AMAT Applied Materials 0.1%
Value ($000) $1,653 Shares 9,032 Est. Cost $95.62 Unrealized +64.7%
GIS General Mills 0.1%
Value ($000) $1,613 Shares 31,136 Est. Cost $44.25 Unrealized +21.5%
PFE Pfizer Inc 0.1%
Value ($000) $1,607 Shares 66,284 Est. Cost $30.99 Unrealized -27.9%
IXC iShares S&P Glbl Energy Sect 0.1%
Value ($000) $1,584 Shares 40,311 Est. Cost $39.17 Unrealized
GWW WW Grainger INC 0.1%
Value ($000) $1,523 Shares 1,464 Est. Cost $940.57 Unrealized +9.8%
CMI Cummins Inc 0.1%
Value ($000) $1,482 Shares 4,525 Est. Cost $110.30 Unrealized +177.1%
T AT&T Inc 0.1%
Value ($000) $1,468 Shares 50,738 Est. Cost $15.50 Unrealized +73.9%
ETN Eaton Corp PLC 0.1%
Value ($000) $1,466 Shares 4,107 Est. Cost $130.29 Unrealized +135.4%
IWR Ishares Tr Russell Midcap 0.1%
Value ($000) $1,453 Shares 15,798 Est. Cost $77.58 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $1,445 Shares 7,500 Est. Cost $122.63 Unrealized
ACN Accenture PLC Cl A 0.1%
Value ($000) $1,443 Shares 4,827 Est. Cost $176.88 Unrealized +71.2%
AMD Advanced Micro Devices 0.1%
Value ($000) $1,442 Shares 10,160 Est. Cost $103.34 Unrealized +5.3%
CSX CSX Corp 0.1%
Value ($000) $1,431 Shares 43,848 Est. Cost $32.87 Unrealized -9.4%
C Citigroup Inc 0.1%
Value ($000) $1,413 Shares 16,599 Est. Cost $54.65 Unrealized +30.3%
PFF iShares Preferred & Inc Securi 0.1%
Value ($000) $1,386 Shares 45,188 Est. Cost $31.74 Unrealized
IJS iShares S&P Smallcap 600 Value 0.1%
Value ($000) $1,373 Shares 13,799 Est. Cost $107.00 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $1,340 Shares 3,056 Est. Cost $395.38 Unrealized
BA Boeing Co 0.1%
Value ($000) $1,314 Shares 6,271 Est. Cost $212.76 Unrealized -11.2%
DE Deere & Co 0.1%
Value ($000) $1,308 Shares 2,573 Est. Cost $367.15 Unrealized +32.0%
IEMG iShares Core MSCI Emerging Mar 0.1%
Value ($000) $1,300 Shares 21,662 Est. Cost $51.97 Unrealized
AGG iShares Barclays Aggregate Bon 0.1%
Value ($000) $1,298 Shares 13,082 Est. Cost $97.68 Unrealized
TXN Texas Instruments Inc 0.1%
Value ($000) $1,288 Shares 6,202 Est. Cost $160.22 Unrealized +8.8%
OEF iShares Tr S&P 100 Index Fd 0.1%
Value ($000) $1,268 Shares 4,165 Est. Cost $199.58 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.1%
Value ($000) $1,249 Shares 3,150 Est. Cost $172.66 Unrealized
WisdomTree Bloomberg Fl Rate T 0.1%
Value ($000) $1,239 Shares 24,629 Est. Cost $50.31 Unrealized
PHM PulteGroup Inc 0.1%
Value ($000) $1,231 Shares 11,672 Est. Cost $97.57 Unrealized +2.7%
EMR Emerson Elec Co 0.1%
Value ($000) $1,230 Shares 9,223 Est. Cost $62.24 Unrealized +82.4%
iShares GSCI Commodity Indexed 0.1%
Value ($000) $1,212 Shares 55,000 Est. Cost $16.10 Unrealized
PM Philip Morris Intl 0.1%
Value ($000) $1,206 Shares 6,624 Est. Cost $96.17 Unrealized +74.0%
Linde PLC 0.1%
Value ($000) $1,201 Shares 2,560 Est. Cost $366.10 Unrealized
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $1,164 Shares 46,003 Est. Cost $41.23 Unrealized
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $1,159 Shares 32,485 Est. Cost $36.26 Unrealized -6.5%
HON Honeywell International 0.1%
Value ($000) $1,154 Shares 4,957 Est. Cost $155.71 Unrealized +28.2%
GE General Electric 0.1%
Value ($000) $1,140 Shares 4,428 Est. Cost $60.94 Unrealized +258.7%
DGRO iShares Core Dividend Growth E 0.1%
Value ($000) $1,123 Shares 17,561 Est. Cost $50.72 Unrealized
PLTR Palantir Tech Inc 0.1%
Value ($000) $1,085 Shares 7,959 Est. Cost $104.46 Unrealized +12.3%
CL Colgate-Palmolive 0.1%
Value ($000) $1,069 Shares 11,756 Est. Cost $67.24 Unrealized +33.9%
Market Vectors Semiconductor T 0.1%
Value ($000) $1,040 Shares 3,731 Est. Cost $232.85 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $1,011 Shares 4,419 Est. Cost $151.86 Unrealized +51.2%
MRSH Marsh & Mclennan 0.1%
Value ($000) $1,010 Shares 4,617 Est. Cost $158.33 Unrealized +41.0%
ABT Abbott Laboratories 0.1%
Value ($000) $985 Shares 7,244 Est. Cost $95.99 Unrealized +36.1%
WFC Wells Fargo Company 0.1%
Value ($000) $938 Shares 11,710 Est. Cost $41.44 Unrealized +71.7%
TRV Travelers Companies Inc 0.1%
Value ($000) $925 Shares 3,457 Est. Cost $122.29 Unrealized +113.2%
MCHP Microchip Technology Inc 0.1%
Value ($000) $923 Shares 13,110 Est. Cost $65.68 Unrealized -18.0%
PH Parker Hannifin Corp Com 0.1%
Value ($000) $918 Shares 1,315 Est. Cost $439.41 Unrealized +43.0%
HYD VanEck Vectors High Yld Muni I 0.1%
Value ($000) $898 Shares 17,875 Est. Cost $50.21 Unrealized
SCHW The Charles Schwab 0.1%
Value ($000) $879 Shares 9,631 Est. Cost $65.56 Unrealized +26.8%
SHOP Shopify Inc - A 0.1%
Value ($000) $877 Shares 7,603 Est. Cost $108.97 Unrealized -8.2%
Vanguard Intermediate-Term Cor 0.1%
Value ($000) $873 Shares 10,526 Est. Cost $79.80 Unrealized
EXPE Expedia Inc 0.1%
Value ($000) $865 Shares 5,130 Est. Cost $146.54 Unrealized +10.1%
BKNG Booking Holdings Inc 0.1%
Value ($000) $857 Shares 148 Est. Cost $2157.78 Unrealized +136.1%
Intuitive Surgical Inc 0.1%
Value ($000) $853 Shares 1,570 Est. Cost $287.24 Unrealized
XLB Materials Select SPDR Trust 0.1%
Value ($000) $850 Shares 9,682 Est. Cost $87.81 Unrealized
VGT Vanguard Information Technolog 0.1%
Value ($000) $832 Shares 1,254 Est. Cost $453.89 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $825 Shares 17,824 Est. Cost $48.52 Unrealized -2.7%
MPC Marathon Petroleum Corp 0.1%
Value ($000) $818 Shares 4,925 Est. Cost $119.12 Unrealized +24.1%
TJX TJX Companies Inc 0.1%
Value ($000) $799 Shares 6,470 Est. Cost $63.33 Unrealized +98.7%
NJR New Jersey Resource Corp 0.1%
Value ($000) $792 Shares 17,665 Est. Cost $33.14 Unrealized +37.4%
VTV Vanguard Value ETF 0.1%
Value ($000) $782 Shares 4,425 Est. Cost $161.64 Unrealized
DEO Diageo Plc-Sponsored Adr 0.1%
Value ($000) $771 Shares 7,647 Est. Cost $218.41 Unrealized
RCL Royal Caribbean Cruises LTD 0.1%
Value ($000) $769 Shares 2,456 Est. Cost $87.36 Unrealized +170.3%
MSGS Madison Square Garden Sports C 0.1%
Value ($000) $765 Shares 3,663 Est. Cost $181.29 Unrealized +6.2%
NOW Servicenow Inc 0.1%
Value ($000) $764 Shares 743 Est. Cost $92.49 Unrealized +104.0%
BX Blackstone Inc 0.1%
Value ($000) $754 Shares 5,040 Est. Cost $99.16 Unrealized +36.3%
GLD SPDR Gold Trust 0.1%
Value ($000) $752 Shares 2,468 Est. Cost $152.40 Unrealized
INTU Intuit Inc 0.1%
Value ($000) $751 Shares 954 Est. Cost $478.74 Unrealized +40.9%
DON Wisdomtree MidCap Dividend Fun 0.1%
Value ($000) $750 Shares 14,960 Est. Cost $32.05 Unrealized
BOND PIMCO Total Return ETF 0.1%
Value ($000) $747 Shares 8,105 Est. Cost $99.29 Unrealized
IWD iShares Russell 1000 Value Ind 0.1%
Value ($000) $739 Shares 3,805 Est. Cost $128.57 Unrealized
Comm Svcs Select Sector SPDR F 0.1%
Value ($000) $732 Shares 6,741 Est. Cost $70.82 Unrealized
ELV Elevance Health Inc 0.1%
Value ($000) $729 Shares 1,873 Est. Cost $387.86 Unrealized +2.3%
MU Micron Technology Inc 0.1%
Value ($000) $727 Shares 5,902 Est. Cost $83.85 Unrealized +11.2%
MUB iShares S&P National AMT Free 0.1%
Value ($000) $715 Shares 6,844 Est. Cost $108.01 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $704 Shares 7,905 Est. Cost $83.00 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.1%
Value ($000) $703 Shares 11,535 Est. Cost $46.97 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $682 Shares 2,338 Est. Cost $235.53 Unrealized +15.7%
REGN Regeneron Pharmaceuticals 0.1%
Value ($000) $679 Shares 1,294 Est. Cost $770.20 Unrealized -27.8%
Salesforce.com Inc 0.1%
Value ($000) $666 Shares 2,444 Est. Cost $216.25 Unrealized
UNP Union Pac Corp 0.1%
Value ($000) $662 Shares 2,879 Est. Cost $205.65 Unrealized +6.2%
HYG iShares iBoxx High Yield Corp 0.1%
Value ($000) $661 Shares 8,193 Est. Cost $78.24 Unrealized
MCK McKesson Corp 0.1%
Value ($000) $635 Shares 866 Est. Cost $243.25 Unrealized +189.3%
First Trust NASDAQ Tech Div In 0.1%
Value ($000) $631 Shares 7,000 Est. Cost $47.78 Unrealized
UPS United Parcel Service -Cl B 0.1%
Value ($000) $630 Shares 6,241 Est. Cost $144.95 Unrealized -35.1%
WAT Waters Corp 0.1%
Value ($000) $628 Shares 1,800 Est. Cost $343.12 Unrealized +0.2%
VYMI Vanguard Intl Hi Div Yield Ind 0.1%
Value ($000) $627 Shares 7,829 Est. Cost $61.12 Unrealized
ROBO Robo Global Robotics & Automat 0.1%
Value ($000) $626 Shares 10,470 Est. Cost $47.17 Unrealized
FDX Fedex Corp 0.1%
Value ($000) $621 Shares 2,734 Est. Cost $225.54 Unrealized -4.6%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $620 Shares 7,423 Est. Cost $71.76 Unrealized
GEV GE Vernova Inc 0.1%
Value ($000) $610 Shares 1,153 Est. Cost $204.21 Unrealized +103.7%
COF Capital One Financial Corp 0.1%
Value ($000) $604 Shares 2,841 Est. Cost $124.65 Unrealized +48.5%
SCHB Schwab US Broad Martket ETF 0.0%
Value ($000) $601 Shares 25,236 Est. Cost $33.94 Unrealized
MDLZ Mondelez International Inc 0.0%
Value ($000) $599 Shares 8,882 Est. Cost $58.64 Unrealized +11.1%
SYK Stryker Corp 0.0%
Value ($000) $596 Shares 1,506 Est. Cost $236.82 Unrealized +56.9%
S & P Global Inc 0.0%
Value ($000) $581 Shares 1,102 Est. Cost $357.17 Unrealized
DUK Duke Energy Corp 0.0%
Value ($000) $576 Shares 4,884 Est. Cost $90.35 Unrealized +27.8%
SPG Simon Property Group Inc 0.0%
Value ($000) $574 Shares 3,571 Est. Cost $146.57 Unrealized +4.2%
VONG Vanguard Russell 1000 Growth E 0.0%
Value ($000) $572 Shares 5,235 Est. Cost $84.28 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $554 Shares 5,157 Est. Cost $52.69 Unrealized +92.0%
XLI AMEX Industrial 0.0%
Value ($000) $541 Shares 3,670 Est. Cost $105.31 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $539 Shares 2,019 Est. Cost $131.25 Unrealized +96.2%
WMB Williams Cos Inc 0.0%
Value ($000) $537 Shares 8,554 Est. Cost $44.57 Unrealized +29.4%
IVE iShares S&P 500 Value Index Fu 0.0%
Value ($000) $537 Shares 2,749 Est. Cost $174.16 Unrealized
D Dominion Energy Inc 0.0%
Value ($000) $535 Shares 9,464 Est. Cost $55.10 Unrealized -3.5%
SYY Sysco Corp 0.0%
Value ($000) $532 Shares 7,021 Est. Cost $69.20 Unrealized +2.7%
IVW iShares S&P 500 Growth Index F 0.0%
Value ($000) $530 Shares 4,814 Est. Cost $101.75 Unrealized
TTWO Take-Two Interactive Software 0.0%
Value ($000) $529 Shares 2,179 Est. Cost $129.42 Unrealized +74.1%
VSS Vanguard FTSE ALL WO X-US SC 0.0%
Value ($000) $528 Shares 3,928 Est. Cost $106.51 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $525 Shares 8,960 Est. Cost $33.50 Unrealized +67.0%
RJF Raymond James Financial Inc 0.0%
Value ($000) $516 Shares 3,365 Est. Cost $101.24 Unrealized +40.1%
CB Chubb Ltd 0.0%
Value ($000) $516 Shares 1,780 Est. Cost $197.85 Unrealized +45.0%
ANET Arista Networks Inc 0.0%
Value ($000) $511 Shares 4,998 Est. Cost $96.76 Unrealized -10.6%
ASML ASML Holding NV - NY Reg 0.0%
Value ($000) $511 Shares 638 Est. Cost $546.40 Unrealized
MMM 3M Co 0.0%
Value ($000) $508 Shares 3,335 Est. Cost $110.43 Unrealized +27.9%
DH Definitive Healthcare Corp - A 0.0%
Value ($000) $507 Shares 130,000 Est. Cost $4.06 Unrealized -22.4%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $499 Shares 3,937 Est. Cost $94.47 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $493 Shares 2,410 Est. Cost $162.39 Unrealized +14.4%
AIG American International Group 0.0%
Value ($000) $488 Shares 5,706 Est. Cost $55.91 Unrealized +46.7%
ESGV Vanguard ESG US ETF 0.0%
Value ($000) $487 Shares 4,440 Est. Cost $87.58 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $486 Shares 4,610 Est. Cost $58.50 Unrealized +77.1%
FISV Fiserv Inc 0.0%
Value ($000) $485 Shares 2,811 Est. Cost $117.73 Unrealized +54.0%
PEG Public Service Enterprise Grp 0.0%
Value ($000) $477 Shares 5,667 Est. Cost $48.78 Unrealized +61.8%
NVS Novartis AG - ADR 0.0%
Value ($000) $467 Shares 3,862 Est. Cost $88.43 Unrealized
TT Trane Technologies PLC 0.0%
Value ($000) $467 Shares 1,067 Est. Cost $284.40 Unrealized +38.2%
COR Cencora Inc 0.0%
Value ($000) $453 Shares 1,510 Est. Cost $130.30 Unrealized +120.1%
SCHG Schwab U.S. Large Cap Growth E 0.0%
Value ($000) $450 Shares 15,407 Est. Cost $29.21 Unrealized
AVAV Aerovironment Inc 0.0%
Value ($000) $445 Shares 1,562 Est. Cost $169.27 Unrealized 0.0%
PPL PPL Corp 0.0%
Value ($000) $443 Shares 13,060 Est. Cost $25.15 Unrealized +35.4%
VONV Vanguard Russell 1000 Value In 0.0%
Value ($000) $441 Shares 5,171 Est. Cost $72.54 Unrealized
EFA iShares MSCI EAFE Index Fund 0.0%
Value ($000) $438 Shares 4,905 Est. Cost $72.95 Unrealized
MCO Moody's Cop. 0.0%
Value ($000) $438 Shares 873 Est. Cost $362.39 Unrealized +27.2%
TROW T Rowe Price Group Inc 0.0%
Value ($000) $438 Shares 4,535 Est. Cost $70.55 Unrealized +25.6%
IAU iShares COMEX Gold Trust 0.0%
Value ($000) $432 Shares 6,933 Est. Cost $34.10 Unrealized
APH Amphenol Corp CL A 0.0%
Value ($000) $427 Shares 4,326 Est. Cost $59.86 Unrealized +36.0%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $426 Shares 5,501 Est. Cost $53.53 Unrealized
Invesco Variable Rate Preferre 0.0%
Value ($000) $426 Shares 17,404 Est. Cost $25.07 Unrealized
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $424 Shares 6,478 Est. Cost $55.40 Unrealized
SKYY First Trust Ise Cloud Computin 0.0%
Value ($000) $421 Shares 3,460 Est. Cost $84.57 Unrealized
XLV Health Care Select Sector SP 0.0%
Value ($000) $420 Shares 3,118 Est. Cost $137.92 Unrealized
CI Cigna Group 0.0%
Value ($000) $420 Shares 1,271 Est. Cost $277.73 Unrealized +14.5%
FFIV F5 Inc 0.0%
Value ($000) $419 Shares 1,422 Est. Cost $276.25 Unrealized 0.0%
ECL Ecolab Inc 0.0%
Value ($000) $415 Shares 1,542 Est. Cost $157.09 Unrealized +60.6%
VBK Vanguard Small Cap Growth ETF 0.0%
Value ($000) $414 Shares 1,494 Est. Cost $248.69 Unrealized
PSX Phillips 66 0.0%
Value ($000) $413 Shares 3,464 Est. Cost $83.07 Unrealized +31.8%
GM General Motors 0.0%
Value ($000) $405 Shares 8,234 Est. Cost $44.55 Unrealized +5.7%
Carrier Global Corp 0.0%
Value ($000) $405 Shares 5,534 Est. Cost $47.57 Unrealized
JPSE JPMorgan Diversified Return US 0.0%
Value ($000) $403 Shares 8,859 Est. Cost $28.52 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $403 Shares 2,581 Est. Cost $179.74 Unrealized -12.4%
TMUS T-Mobile US Inc 0.0%
Value ($000) $396 Shares 1,660 Est. Cost $141.92 Unrealized +70.2%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $393 Shares 1,392 Est. Cost $244.34 Unrealized +9.7%
Ameriprise Financial 0.0%
Value ($000) $391 Shares 733 Est. Cost $323.60 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $390 Shares 2,243 Est. Cost $165.56 Unrealized 0.0%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $390 Shares 2,127 Est. Cost $111.27 Unrealized +53.2%
VCSH Vanguard Short Term Corp Bond 0.0%
Value ($000) $387 Shares 4,874 Est. Cost $81.53 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $387 Shares 1,592 Est. Cost $220.00 Unrealized +6.8%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $383 Shares 2,196 Est. Cost $101.80 Unrealized +57.4%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $383 Shares 4,247 Est. Cost $88.63 Unrealized +2.9%
SHW Sherwin-Williams 0.0%
Value ($000) $379 Shares 1,103 Est. Cost $236.44 Unrealized +45.7%
IWF iShares Russell 1000 Growth In 0.0%
Value ($000) $378 Shares 890 Est. Cost $232.09 Unrealized
CMG Chipotle Mexican Grill Cl A 0.0%
Value ($000) $376 Shares 6,689 Est. Cost $61.41 Unrealized -17.2%
ADI Analog Devices 0.0%
Value ($000) $374 Shares 1,573 Est. Cost $162.64 Unrealized +26.7%
Truist Financial Corp 0.0%
Value ($000) $372 Shares 8,643 Est. Cost $37.10 Unrealized
JPST JP Morgan Ultra-Short Income E 0.0%
Value ($000) $371 Shares 7,329 Est. Cost $50.49 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $369 Shares 4,052 Est. Cost $44.83 Unrealized +87.3%
iShares Edge MSCI USA Momentum 0.0%
Value ($000) $364 Shares 1,514 Est. Cost $128.24 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $362 Shares 4,030 Est. Cost $84.12 Unrealized +4.6%
NSC Norfolk Southern 0.0%
Value ($000) $360 Shares 1,408 Est. Cost $238.58 Unrealized -2.3%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $351 Shares 3,544 Est. Cost $71.94 Unrealized +32.6%
Constellation Energy Corp 0.0%
Value ($000) $351 Shares 1,086 Est. Cost $185.41 Unrealized
TDG TransDigm Group Inc 0.0%
Value ($000) $350 Shares 230 Est. Cost $845.68 Unrealized +55.4%
BSV Vanguard Bd Index Fd Short Trm 0.0%
Value ($000) $340 Shares 4,323 Est. Cost $76.96 Unrealized
CLX Clorox Co 0.0%
Value ($000) $337 Shares 2,809 Est. Cost $129.05 Unrealized +1.1%
VRTX Vertex Pharmaceuticals Com 0.0%
Value ($000) $337 Shares 757 Est. Cost $324.92 Unrealized +41.8%
GLNG Golar Lng Ltd 0.0%
Value ($000) $337 Shares 8,170 Est. Cost $26.28 Unrealized +47.6%
GHC Graham Holdings Co-Class B 0.0%
Value ($000) $334 Shares 353 Est. Cost $565.37 Unrealized +65.7%
ITRI Itron Inc Com 0.0%
Value ($000) $332 Shares 2,525 Est. Cost $85.95 Unrealized +31.6%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $329 Shares 1,769 Est. Cost $127.46 Unrealized +20.5%
COHR Coherent Corp 0.0%
Value ($000) $328 Shares 3,680 Est. Cost $58.68 Unrealized +22.6%
CloudFlare Inc - A 0.0%
Value ($000) $327 Shares 1,671 Est. Cost $112.69 Unrealized
AJG Arthur J Gallagher & Co 0.0%
Value ($000) $326 Shares 1,019 Est. Cost $192.62 Unrealized +70.1%
DES Wisdomtree SmallCap Dividend F 0.0%
Value ($000) $325 Shares 10,239 Est. Cost $24.08 Unrealized
FICO Fair Isaac Corp 0.0%
Value ($000) $324 Shares 177 Est. Cost $1081.55 Unrealized +73.6%
VBR Vanguard Small Cap Value - ETF 0.0%
Value ($000) $317 Shares 1,625 Est. Cost $181.97 Unrealized
IBB iShares Nasdaq Biotechnology I 0.0%
Value ($000) $310 Shares 2,452 Est. Cost $130.54 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $307 Shares 6,912 Est. Cost $35.16 Unrealized +26.2%
CDNS Cadence Design System 0.0%
Value ($000) $305 Shares 989 Est. Cost $229.39 Unrealized +26.8%
HCA HCA Holdings Inc 0.0%
Value ($000) $304 Shares 793 Est. Cost $304.78 Unrealized +17.7%
OXY Occidental Pete Corp 0.0%
Value ($000) $302 Shares 7,188 Est. Cost $58.95 Unrealized -30.2%
ED Consolidated Edison 0.0%
Value ($000) $302 Shares 3,005 Est. Cost $81.12 Unrealized +27.8%
SHLD Global X Defense Tech ETF 0.0%
Value ($000) $301 Shares 5,000 Est. Cost $46.55 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $301 Shares 3,964 Est. Cost $58.10 Unrealized +15.6%
XLE Energy Select Sector SPDR Fund 0.0%
Value ($000) $300 Shares 3,534 Est. Cost $55.12 Unrealized
IJT iShares S&P Smallcap 600 Growt 0.0%
Value ($000) $297 Shares 2,234 Est. Cost $138.13 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $295 Shares 701 Est. Cost $328.96 Unrealized +26.2%
Monster Beverage Corp 0.0%
Value ($000) $294 Shares 4,697 Est. Cost $74.79 Unrealized
IShares High Dividend Eq Fd 0.0%
Value ($000) $292 Shares 2,495 Est. Cost $105.60 Unrealized
SPDR S&P Aerospace & DEF ETF 0.0%
Value ($000) $289 Shares 1,370 Est. Cost $158.15 Unrealized
ESML iShares ESG MSCI USA Small-Cap 0.0%
Value ($000) $289 Shares 6,984 Est. Cost $33.64 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $288 Shares 1,305 Est. Cost $182.06 Unrealized +15.5%
OKE Oneok Inc 0.0%
Value ($000) $287 Shares 3,516 Est. Cost $62.95 Unrealized +28.2%
MDT Medtronic PLC 0.0%
Value ($000) $284 Shares 3,257 Est. Cost $86.81 Unrealized -3.8%
CTAS Cintas Corp Com 0.0%
Value ($000) $282 Shares 1,267 Est. Cost $185.76 Unrealized +15.3%
CrowdStrike Holdings Inc - A 0.0%
Value ($000) $281 Shares 551 Est. Cost $509.31 Unrealized
NKE Nike Inc - B 0.0%
Value ($000) $280 Shares 3,941 Est. Cost $99.73 Unrealized -40.8%
INTC Intel Corp 0.0%
Value ($000) $278 Shares 12,432 Est. Cost $21.65 Unrealized -4.3%
ADSK Autodesk Inc 0.0%
Value ($000) $278 Shares 898 Est. Cost $283.70 Unrealized 0.0%
PLD Prologis Inc 0.0%
Value ($000) $273 Shares 2,596 Est. Cost $104.86 Unrealized -2.4%
CVS CVS Health Corp 0.0%
Value ($000) $273 Shares 3,956 Est. Cost $58.85 Unrealized +9.1%
STX Seagate Technology 0.0%
Value ($000) $271 Shares 1,879 Est. Cost $102.43 Unrealized 0.0%
IGSB iShares 1-5 Year Inv Gr Corpor 0.0%
Value ($000) $270 Shares 5,118 Est. Cost $52.10 Unrealized
MET Metlife Inc 0.0%
Value ($000) $270 Shares 3,356 Est. Cost $67.11 Unrealized +13.0%
SNPS Synopsys Inc 0.0%
Value ($000) $268 Shares 522 Est. Cost $414.51 Unrealized +12.4%
OSW OneSpaWorld Holdings Ltd 0.0%
Value ($000) $264 Shares 12,955 Est. Cost $10.24 Unrealized +78.0%
CVLT Commvault Systems Inc 0.0%
Value ($000) $264 Shares 1,514 Est. Cost $143.09 Unrealized +19.3%
LHX L3Harris Tech Inc 0.0%
Value ($000) $261 Shares 1,039 Est. Cost $210.25 Unrealized +8.0%
TGT Target Corp 0.0%
Value ($000) $257 Shares 2,608 Est. Cost $132.83 Unrealized -29.8%
XHB SPDR S&P Homebuilders ETF Shar 0.0%
Value ($000) $256 Shares 2,598 Est. Cost $96.11 Unrealized
IShares Edge MSCI Intl Quality 0.0%
Value ($000) $255 Shares 5,892 Est. Cost $33.43 Unrealized
MAR Marriott International 0.0%
Value ($000) $255 Shares 932 Est. Cost $201.48 Unrealized +23.7%
PWR Quanta Svcs Inc Com 0.0%
Value ($000) $254 Shares 672 Est. Cost $320.76 Unrealized 0.0%
IWY IShares Russell Top 210 Growth 0.0%
Value ($000) $252 Shares 1,023 Est. Cost $210.94 Unrealized
Hilton Inc 0.0%
Value ($000) $249 Shares 935 Est. Cost $231.50 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $247 Shares 608 Est. Cost $556.52 Unrealized -25.1%
ROK Rockwell Automation Inc 0.0%
Value ($000) $245 Shares 737 Est. Cost $282.18 Unrealized 0.0%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $245 Shares 985 Est. Cost $262.08 Unrealized
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $241 Shares 9,878 Est. Cost $22.08 Unrealized
AZO Autozone Inc 0.0%
Value ($000) $238 Shares 64 Est. Cost $3472.56 Unrealized +6.1%
KMI Kinder Morgan Inc 0.0%
Value ($000) $236 Shares 8,042 Est. Cost $26.76 Unrealized 0.0%
DOV Dover Corp 0.0%
Value ($000) $235 Shares 1,282 Est. Cost $159.99 Unrealized +7.9%
Uber Technologies Inc 0.0%
Value ($000) $235 Shares 2,517 Est. Cost $93.30 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $234 Shares 469 Est. Cost $457.56 Unrealized +6.2%
VOE Vanguard Mid Cap Value Index 0.0%
Value ($000) $232 Shares 1,412 Est. Cost $166.35 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $227 Shares 2,153 Est. Cost $91.75 Unrealized 0.0%
MAA Mid-America Apartment Comm 0.0%
Value ($000) $227 Shares 1,535 Est. Cost $125.55 Unrealized +21.5%
PNR Pentair Plc 0.0%
Value ($000) $225 Shares 2,195 Est. Cost $92.89 Unrealized 0.0%
ABNB Airbnb Inc 0.0%
Value ($000) $225 Shares 1,697 Est. Cost $126.67 Unrealized 0.0%
ROP Roper Industries Inc 0.0%
Value ($000) $224 Shares 396 Est. Cost $557.56 Unrealized +0.8%
MP MP Materials Corp 0.0%
Value ($000) $221 Shares 6,655 Est. Cost $25.52 Unrealized 0.0%
B Barrick Gold Corp 0.0%
Value ($000) $221 Shares 10,629 Est. Cost $19.29 Unrealized 0.0%
STLA Stellantis NV 0.0%
Value ($000) $221 Shares 22,000 Est. Cost $10.03 Unrealized
IBIT iShares Bitcoin Trust ETF 0.0%
Value ($000) $220 Shares 3,588 Est. Cost $61.21 Unrealized
IWS iShares Russell Midcap Value 0.0%
Value ($000) $219 Shares 1,661 Est. Cost $120.85 Unrealized
SPHQ Invesco S&P 500 High Qual Port 0.0%
Value ($000) $217 Shares 3,039 Est. Cost $67.26 Unrealized
HUM Humana Inc Com 0.0%
Value ($000) $216 Shares 883 Est. Cost $322.02 Unrealized -23.4%
ESGU iShares ESG MSCI USA ETF 0.0%
Value ($000) $212 Shares 1,565 Est. Cost $135.30 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $211 Shares 967 Est. Cost $204.29 Unrealized 0.0%
ETR Entergy Corp 0.0%
Value ($000) $210 Shares 2,524 Est. Cost $80.44 Unrealized +1.0%
NVO Novo-Nordisk A/S-Spons Adr 0.0%
Value ($000) $208 Shares 3,020 Est. Cost $124.26 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $207 Shares 275 Est. Cost $665.35 Unrealized 0.0%
NXPI Nxp Semiconductors Nv 0.0%
Value ($000) $205 Shares 936 Est. Cost $192.76 Unrealized 0.0%
ALL Allstate Corp 0.0%
Value ($000) $203 Shares 1,006 Est. Cost $191.45 Unrealized +2.8%
DSI iShares ESG MSCI KLD 400 ETF 0.0%
Value ($000) $202 Shares 1,740 Est. Cost $116.16 Unrealized
SDY Spdr S&P Dividend Etf 0.0%
Value ($000) $202 Shares 1,486 Est. Cost $125.35 Unrealized
KTOS Kratos Defense & Security Solu 0.0%
Value ($000) $200 Shares 4,310 Est. Cost $36.21 Unrealized 0.0%
Invesco Preferred Port ETF 0.0%
Value ($000) $160 Shares 14,389 Est. Cost $11.22 Unrealized
THRY Thryv Holdings Inc 0.0%
Value ($000) $140 Shares 11,475 Est. Cost $12.92 Unrealized 0.0%
TCMD Tactile Systems Technology Inc 0.0%
Value ($000) $134 Shares 13,250 Est. Cost $11.42 Unrealized 0.0%
PLUG Plug Power Inc 0.0%
Value ($000) $79 Shares 52,851 Est. Cost $7.04 Unrealized -85.8%
GERN Geron Corp 0.0%
Value ($000) $71 Shares 50,505 Est. Cost $2.85 Unrealized -50.2%
Uniti Group Inc 0.0%
Value ($000) $63 Shares 14,525 Est. Cost $4.98 Unrealized
ABOS Acumen Pharmaceuticals Inc 0.0%
Value ($000) $21 Shares 18,020 Est. Cost $3.77 Unrealized -71.5%
CRBU Caribou Biosciences Inc 0.0%
Value ($000) $16 Shares 12,903 Est. Cost $7.64 Unrealized -87.1%
CBWTF Auxly Cannabis Group 0.0%
Value ($000) $4 Shares 47,500 Est. Cost $0.01 Unrealized +334.5%
CBDD CBD of Denver Inc 0.0%
Value ($000) $0 Shares 295,100 Est. Cost $0.00 Unrealized -96.6%
DRNG Drone Guarder Inc 0.0%
Value ($000) $0 Shares 12,070 Est. Cost $0.00 Unrealized -94.8%
Innovet Inc 0.0%
Value ($000) $0 Shares 32,500 Est. Cost Unrealized
Intl Meta Sys 0.0%
Value ($000) $0 Shares 37,000 Est. Cost Unrealized
Global Security & Intellige 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
Iddriven Inc 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
HEMP Hemp Inc 0.0%
Value ($000) $0 Shares 25,000 Est. Cost $0.00 Unrealized -94.0%