Pinnacle Wealth Management Advisory Group, LLC Diversified Active

Location: Red Bank, NJ

CIK: 0001631864 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 21, 2026

Total Value: $1.463B (100.0% shares, 0.0% debt)

Holdings (550)

VTI Vanguard Index Fds Vanguard To 4.0%
Value $58.9M Shares 183,598 Est. Cost $241.00 Unrealized
AAPL Apple Inc 3.8%
Value $55.16M Shares 217,355 Est. Cost $127.62 Unrealized +105.9%
QUAL iShares MSCI USA Quality 3.7%
Value $54.31M Shares 283,133 Est. Cost $122.49 Unrealized
VYM Vanguard High Div Yield ETF 3.1%
Value $45.45M Shares 306,905 Est. Cost $97.18 Unrealized
VB Vanguard Small-Cap ETF 2.9%
Value $42.87M Shares 163,687 Est. Cost $182.45 Unrealized
VEU Vanguard FTSE All World Ex US 2.7%
Value $39.5M Shares 525,948 Est. Cost $57.43 Unrealized
QQQ Invesco QQQ Trust Series I 2.6%
Value $37.95M Shares 65,744 Est. Cost $358.85 Unrealized
IVV Ishares Core S&P 500 ETF 2.4%
Value $34.45M Shares 52,734 Est. Cost $425.99 Unrealized
SPY State Street SPDR S&P 500 ETF 2.2%
Value $32.57M Shares 50,085 Est. Cost $374.61 Unrealized
NVDA Nvidia Corporation 2.1%
Value $31.04M Shares 177,964 Est. Cost $104.86 Unrealized +78.0%
MSFT Microsoft Corp 2.1%
Value $30.55M Shares 82,516 Est. Cost $239.31 Unrealized +81.6%
VEA Vanguard Developed Markets Ind 1.7%
Value $24.86M Shares 387,943 Est. Cost $42.65 Unrealized
GOOGL Alphabet Inc Cap Cl A 1.6%
Value $24.14M Shares 83,962 Est. Cost $116.12 Unrealized +178.4%
JEPI JPMorgan Equity Premium ETF 1.6%
Value $23.35M Shares 411,924 Est. Cost $53.80 Unrealized
IJH Ishares Core S&P Mid-Cap ETF 1.4%
Value $20.84M Shares 308,548 Est. Cost $91.31 Unrealized
JNJ Johnson &Johnson 1.3%
Value $19.73M Shares 80,710 Est. Cost $127.78 Unrealized +78.3%
AVGO Broadcom Inc 1.3%
Value $19.23M Shares 62,132 Est. Cost $154.01 Unrealized +117.0%
IJR Ishares Core S&P Small-Cap E 1.3%
Value $19.12M Shares 153,802 Est. Cost $93.84 Unrealized
SCHD Schwab Us Dividend Equity ETF 1.3%
Value $18.64M Shares 607,418 Est. Cost $41.41 Unrealized
DGRW Wisdomtree Us Dividend Grow 1.2%
Value $18.27M Shares 207,969 Est. Cost $82.00 Unrealized
BRK/B Berkshire Hathaway Inc-CL B 1.2%
Value $18.11M Shares 37,789 Est. Cost $271.86 Unrealized +81.5%
BND Vanguard Bd Index Fd Tot Mkt 1.2%
Value $17.67M Shares 239,899 Est. Cost $75.69 Unrealized
RSP Invesco Exchange Traded Fd Tr 1.1%
Value $16.65M Shares 86,760 Est. Cost $133.19 Unrealized
AMZN Amazon.Com Inc 1.1%
Value $16.55M Shares 79,483 Est. Cost $139.47 Unrealized +62.6%
WMT Walmart Inc 1.1%
Value $16.45M Shares 132,333 Est. Cost $54.01 Unrealized +126.0%
IWM Ishares Russell 2000 ETF 1.0%
Value $14.66M Shares 59,101 Est. Cost $189.14 Unrealized
DUHP Dimensional ETF Trust Dimensio 1.0%
Value $14.54M Shares 395,577 Est. Cost $26.11 Unrealized
DFAI Dimensional International Core 0.9%
Value $13.9M Shares 356,773 Est. Cost $27.11 Unrealized
TOTL Ssga Active Tr State Street Do 0.9%
Value $13.42M Shares 337,663 Est. Cost $41.93 Unrealized
JPM JPMorgan Chase & Co. 0.8%
Value $11.91M Shares 40,503 Est. Cost $97.31 Unrealized +220.0%
JPMorgan Hedged Equity Laddere 0.8%
Value $11.85M Shares 185,430 Est. Cost $64.07 Unrealized
DFSV Dimensional ETF Trust Us Small 0.8%
Value $11.17M Shares 318,664 Est. Cost $25.38 Unrealized
META Meta Platforms Inc Class A 0.7%
Value $10.05M Shares 17,566 Est. Cost $387.65 Unrealized +69.1%
MRK Merck & Co. Inc 0.6%
Value $8.941M Shares 74,329 Est. Cost $81.45 Unrealized +40.3%
RDVI FT Vest Rising DVD Achievers T 0.6%
Value $8.851M Shares 346,412 Est. Cost $24.10 Unrealized
MS Morgan Stanley 0.6%
Value $8.497M Shares 51,630 Est. Cost $80.66 Unrealized +122.8%
CIBR First Tr Exchange Traded Fd Ii 0.6%
Value $8.225M Shares 131,216 Est. Cost $62.68 Unrealized
PG Procter And Gamble Co 0.6%
Value $8.066M Shares 55,845 Est. Cost $117.27 Unrealized +29.4%
MA Mastercard Incorporated Cl A 0.5%
Value $7.774M Shares 15,558 Est. Cost $539.05 Unrealized 0.0%
COPY Tweedy, Browne Insider Value 0.5%
Value $7.767M Shares 566,079 Est. Cost $13.72 Unrealized
RTX Corp 0.5%
Value $7.658M Shares 39,701 Est. Cost $75.98 Unrealized
SDVY First Tr Exchange-Traded Fd Vi 0.5%
Value $7.627M Shares 193,437 Est. Cost $35.90 Unrealized
IEF Ishares Tr 7-10 Yr Trsy Bd 0.5%
Value $7.533M Shares 78,933 Est. Cost $96.50 Unrealized
RDVY First Tr Exchange-Traded Fd Vi 0.5%
Value $7.441M Shares 108,978 Est. Cost $68.28 Unrealized
AXP American Express Co 0.5%
Value $7.258M Shares 23,994 Est. Cost $138.47 Unrealized +157.2%
VWO Vanguard Intl Equity Index Fds 0.5%
Value $6.889M Shares 127,450 Est. Cost $41.47 Unrealized
VV Vanguard Large Cap ETF 0.5%
Value $6.857M Shares 22,944 Est. Cost $171.62 Unrealized
BLK Blackrock Inc 0.5%
Value $6.799M Shares 7,070 Est. Cost $996.23 Unrealized +10.2%
MDY State Street Spdr S&P Midcap 4 0.4%
Value $6.52M Shares 10,572 Est. Cost $296.38 Unrealized
DFAE Dimensional ETF Trust Emgr Cre 0.4%
Value $6.359M Shares 187,793 Est. Cost $23.23 Unrealized
CSCO Cisco Systems 0.4%
Value $6.337M Shares 81,671 Est. Cost $42.22 Unrealized +84.5%
COST Costco Wholesale Corp 0.4%
Value $6.309M Shares 6,332 Est. Cost $561.47 Unrealized +71.7%
GOOG Alphabet Inc - Class C 0.4%
Value $6.169M Shares 21,504 Est. Cost $124.11 Unrealized +160.8%
VOO Vanguard Index Funds S&P 500 E 0.4%
Value $6.04M Shares 10,108 Est. Cost $360.65 Unrealized
LMT Lockheed Martin Corp 0.4%
Value $6.005M Shares 9,936 Est. Cost $301.51 Unrealized +99.3%
TSLA Tesla Inc 0.4%
Value $5.856M Shares 15,753 Est. Cost $425.98 Unrealized 0.0%
HD Home Depot Inc 0.4%
Value $5.844M Shares 17,768 Est. Cost $228.75 Unrealized +64.8%
LRCX Lam Research Corp 0.4%
Value $5.655M Shares 26,467 Est. Cost $82.10 Unrealized +175.2%
PEP Pepsico Inc 0.4%
Value $5.617M Shares 36,170 Est. Cost $135.07 Unrealized +14.6%
CAT Caterpillar Inc 0.4%
Value $5.48M Shares 7,735 Est. Cost $281.59 Unrealized +143.0%
DIA State Street SPDR Dow Jones In 0.4%
Value $5.426M Shares 11,713 Est. Cost $231.93 Unrealized
CCLFX Cliffwater Corporate Lending F 0.4%
Value $5.397M Shares 512,028 Est. Cost $10.67 Unrealized
ACWI Ishares Tr Msci Acwi ETF 0.4%
Value $5.257M Shares 37,990 Est. Cost $108.19 Unrealized
WELL Welltower Inc 0.4%
Value $5.166M Shares 26,127 Est. Cost $186.94 Unrealized 0.0%
ITW Illinois Tool Works Inc 0.4%
Value $5.163M Shares 19,836 Est. Cost $190.20 Unrealized +43.7%
AMG Pantheon Fund Class 1 0.4%
Value $5.138M Shares 192,800 Est. Cost $26.88 Unrealized
MCD Mcdonald S Corp 0.3%
Value $5.057M Shares 16,272 Est. Cost $165.41 Unrealized +91.8%
VTEB Vanguard Tax Exempt Bond ETF 0.3%
Value $4.961M Shares 99,445 Est. Cost $50.71 Unrealized
AMGN Amgen Inc 0.3%
Value $4.882M Shares 13,876 Est. Cost $211.20 Unrealized +65.6%
GILD Gilead Sciences Inc 0.3%
Value $4.652M Shares 33,382 Est. Cost $68.88 Unrealized +100.9%
V Visa Inc 0.3%
Value $4.599M Shares 15,217 Est. Cost $225.03 Unrealized +46.3%
VXUS Vanguard Total Intl Stock Inde 0.3%
Value $4.534M Shares 58,801 Est. Cost $54.67 Unrealized
VO Vanguard Mid-Cap ETF 0.3%
Value $4.515M Shares 15,722 Est. Cost $225.15 Unrealized
KLAC Kla Corp 0.3%
Value $4.512M Shares 3,064 Est. Cost $315.28 Unrealized +363.7%
IEI Ishares Tr 3 7 Yr Treas Bd 0.3%
Value $4.481M Shares 37,782 Est. Cost $121.11 Unrealized
Global X Robotics & Artificial 0.3%
Value $4.477M Shares 134,781 Est. Cost $31.72 Unrealized
XOM Exxon Mobil Corp 0.3%
Value $4.445M Shares 26,201 Est. Cost $68.34 Unrealized +103.0%
KO Coca-Cola Co 0.3%
Value $4.413M Shares 58,026 Est. Cost $49.28 Unrealized +51.7%
JEPQ J P Morgan Nasdaq Eqt Prm Inc 0.3%
Value $4.313M Shares 77,679 Est. Cost $52.57 Unrealized
FDN First Tr Exchange Traded Fd Do 0.3%
Value $4.307M Shares 18,404 Est. Cost $234.02 Unrealized
VLO Valero Energy Corp 0.3%
Value $4.3M Shares 17,404 Est. Cost $90.54 Unrealized +109.9%
CVX Chevron Corp 0.3%
Value $4.2M Shares 20,298 Est. Cost $107.34 Unrealized +60.1%
IBM International Business Machine 0.3%
Value $3.965M Shares 16,359 Est. Cost $135.20 Unrealized +110.0%
WisdomTree Bloomberg Fl Rate T 0.3%
Value $3.924M Shares 77,959 Est. Cost $50.32 Unrealized
LLY Eli Lilly &Co 0.3%
Value $3.917M Shares 4,259 Est. Cost $334.51 Unrealized +213.0%
VIG Vanguard Specialized Funds Div 0.3%
Value $3.675M Shares 17,088 Est. Cost $171.11 Unrealized
AMAT Applied Materials Inc 0.2%
Value $3.587M Shares 10,495 Est. Cost $116.37 Unrealized +180.6%
ABBV Abbvie Inc 0.2%
Value $3.494M Shares 16,067 Est. Cost $121.54 Unrealized +83.1%
BAC Bank America Corp 0.2%
Value $3.488M Shares 71,553 Est. Cost $31.57 Unrealized +70.0%
CELFX Cliffwater Enhanced Lending Fu 0.2%
Value $3.466M Shares 314,847 Est. Cost $11.03 Unrealized
SCHM Schwab Strategic Tr Us Mid-Cap 0.2%
Value $3.364M Shares 108,666 Est. Cost $39.60 Unrealized
SO Southern Co 0.2%
Value $3.363M Shares 34,847 Est. Cost $68.88 Unrealized +30.0%
LITE Lumentum Hldgs Inc 0.2%
Value $3.16M Shares 4,497 Est. Cost $467.14 Unrealized 0.0%
IXUS Ishares Tr Core Msci Total 0.2%
Value $3.081M Shares 35,560 Est. Cost $86.64 Unrealized
MU Micron Technology Inc 0.2%
Value $3.003M Shares 8,889 Est. Cost $135.85 Unrealized +184.9%
GLRE Greenlight Capital Re Ltd 0.2%
Value $2.94M Shares 170,050 Est. Cost $13.14 Unrealized +5.6%
SCZ Ishares Tr Eafe Sml Cp ETF 0.2%
Value $2.937M Shares 37,457 Est. Cost $65.51 Unrealized
VGIT Vanguard Interm-Term Govt Bd 0.2%
Value $2.932M Shares 49,238 Est. Cost $60.49 Unrealized
NFLX Netflix Inc 0.2%
Value $2.861M Shares 29,759 Est. Cost $102.08 Unrealized -17.9%
VZ Verizon Communications Inc 0.2%
Value $2.729M Shares 54,371 Est. Cost $39.05 Unrealized +12.2%
GE Ge Aerospace 0.2%
Value $2.702M Shares 9,521 Est. Cost $199.95 Unrealized +59.1%
PLTR Palantir Technologies Inc Cl A 0.2%
Value $2.658M Shares 18,171 Est. Cost $137.31 Unrealized +12.3%
PNC Pnc Financial Services Group 0.2%
Value $2.593M Shares 12,462 Est. Cost $120.89 Unrealized +86.1%
GS Goldman Sachs Group Inc 0.2%
Value $2.557M Shares 3,022 Est. Cost $341.86 Unrealized +172.8%
ORCL Oracle Corp 0.2%
Value $2.553M Shares 17,351 Est. Cost $136.91 Unrealized +23.9%
IXC Ishares Global Energy ETF 0.2%
Value $2.532M Shares 43,956 Est. Cost $39.58 Unrealized
DIS Disney Walt Co 0.2%
Value $2.458M Shares 25,507 Est. Cost $144.03 Unrealized -24.0%
BUFR FT Vest Fund of Buffer ETFs 0.2%
Value $2.389M Shares 70,745 Est. Cost $29.48 Unrealized
CMI Cummins Inc 0.2%
Value $2.377M Shares 4,418 Est. Cost $119.97 Unrealized +379.7%
NSRGY Nestle Sa-Spons Adr 0.2%
Value $2.347M Shares 23,683 Est. Cost $139.43 Unrealized
C Citigroup Inc 0.2%
Value $2.304M Shares 20,320 Est. Cost $63.50 Unrealized +83.0%
NEE Nextera Energy Inc 0.2%
Value $2.249M Shares 24,217 Est. Cost $70.47 Unrealized +23.7%
SPDW Spdr Index Shares Funds State 0.1%
Value $2.191M Shares 47,986 Est. Cost $45.65 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value $2.119M Shares 10,416 Est. Cost $105.07 Unrealized +111.0%
GLD SPDR Gold Trust 0.1%
Value $2.116M Shares 4,918 Est. Cost $280.77 Unrealized
LOW Lowes Companies Inc 0.1%
Value $2.102M Shares 8,896 Est. Cost $160.96 Unrealized +68.7%
GWW Grainger W W Inc 0.1%
Value $2.092M Shares 1,918 Est. Cost $959.06 Unrealized +14.1%
SMERY Siemens Energy AG - Spon ADR 0.1%
Value $2.092M Shares 12,397 Est. Cost $168.72 Unrealized
XLK Select Sector Spdr Trust State 0.1%
Value $1.986M Shares 14,941 Est. Cost $143.80 Unrealized
RYCEY Rolls Royce Holdings Spon ADR 0.1%
Value $1.963M Shares 127,319 Est. Cost $15.42 Unrealized
EXPE Expedia Group Inc 0.1%
Value $1.912M Shares 8,280 Est. Cost $181.14 Unrealized +39.9%
HWM Howmet Aerospace Inc 0.1%
Value $1.876M Shares 8,142 Est. Cost $205.26 Unrealized +10.4%
REGN Regeneron Pharmaceuticals Inc 0.1%
Value $1.866M Shares 2,415 Est. Cost $723.35 Unrealized +6.3%
QCOM Qualcomm Inc 0.1%
Value $1.838M Shares 14,270 Est. Cost $140.82 Unrealized +9.3%
MINT Pimco Enhanced Short Maturity 0.1%
Value $1.836M Shares 18,259 Est. Cost $100.57 Unrealized
CSX CSX Corp 0.1%
Value $1.808M Shares 44,043 Est. Cost $33.01 Unrealized +16.7%
iShares GSCI Commodity Indexed 0.1%
Value $1.774M Shares 55,000 Est. Cost $16.10 Unrealized
SBUX Starbucks Corp 0.1%
Value $1.761M Shares 19,660 Est. Cost $85.59 Unrealized +9.4%
BMY Bristol-Myers Squibb Co 0.1%
Value $1.737M Shares 28,643 Est. Cost $48.05 Unrealized +19.5%
ADBE Adobe Inc 0.1%
Value $1.714M Shares 7,053 Est. Cost $389.00 Unrealized -25.5%
TJX Tjx Companies Inc 0.1%
Value $1.704M Shares 10,671 Est. Cost $96.51 Unrealized +59.8%
PM Philip Morris International In 0.1%
Value $1.696M Shares 10,257 Est. Cost $119.89 Unrealized +46.7%
VUG Vanguard Index Fds Vanguard Gr 0.1%
Value $1.695M Shares 3,880 Est. Cost $411.83 Unrealized
MPC Marathon Petroleum Corp 0.1%
Value $1.636M Shares 6,702 Est. Cost $135.18 Unrealized +36.6%
PHM Pulte Group Inc 0.1%
Value $1.607M Shares 13,662 Est. Cost $101.75 Unrealized +29.1%
SMMD Ishares Tr Russell 2500 ETF 0.1%
Value $1.602M Shares 20,988 Est. Cost $76.35 Unrealized
MUB Ishares National Muni Bond ETF 0.1%
Value $1.561M Shares 14,708 Est. Cost $107.41 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value $1.544M Shares 7,500 Est. Cost $122.63 Unrealized
ETN Eaton Corporation Plc 0.1%
Value $1.541M Shares 4,309 Est. Cost $140.24 Unrealized +152.2%
MRSH Marsh 0.1%
Value $1.492M Shares 8,601 Est. Cost $170.37 Unrealized +6.5%
IJS Ishares S&P Small-Cap 600 Valu 0.1%
Value $1.479M Shares 12,482 Est. Cost $107.00 Unrealized
VGT Vanguard World Fd Inf Tech ETF 0.1%
Value $1.45M Shares 2,078 Est. Cost $560.43 Unrealized
GEV Ge Vernova Inc 0.1%
Value $1.444M Shares 1,654 Est. Cost $329.49 Unrealized +123.7%
FDX Fedex Corp 0.1%
Value $1.442M Shares 4,049 Est. Cost $237.77 Unrealized +42.5%
IEMG Ishares Core Msci Emerging Mar 0.1%
Value $1.382M Shares 19,820 Est. Cost $51.97 Unrealized
T AT&T Inc 0.1%
Value $1.377M Shares 47,497 Est. Cost $15.50 Unrealized +66.1%
VOOG Vanguard S&P 500 Growth ETF 0.1%
Value $1.366M Shares 3,350 Est. Cost $186.69 Unrealized
ADP Automatic Data Processing Inc 0.1%
Value $1.347M Shares 6,630 Est. Cost $251.10 Unrealized -4.1%
iShares Edge MSCI USA Momentum 0.1%
Value $1.335M Shares 5,561 Est. Cost $220.71 Unrealized
KGC Kinross Gold Corp Npv 0.1%
Value $1.329M Shares 43,532 Est. Cost $33.79 Unrealized 0.0%
SMH Vaneck ETF Trust Semiconductr 0.1%
Value $1.323M Shares 3,451 Est. Cost $383.40 Unrealized
CMCSA Comcast Corp 0.1%
Value $1.316M Shares 45,822 Est. Cost $33.82 Unrealized -11.8%
XLB Select Sector Spdr Trust State 0.1%
Value $1.314M Shares 26,293 Est. Cost $62.81 Unrealized
SCHA Schwab Strategic Tr Us Small-C 0.1%
Value $1.305M Shares 44,870 Est. Cost $41.23 Unrealized
CB Chubb Limited Npv 0.1%
Value $1.271M Shares 3,899 Est. Cost $249.59 Unrealized +26.7%
DE Deere & Co 0.1%
Value $1.263M Shares 2,242 Est. Cost $385.83 Unrealized +42.9%
UNCRY UniCredit SpA - ADR 0.1%
Value $1.259M Shares 34,925 Est. Cost $36.06 Unrealized
OEF Ishares S&P 100 ETF 0.1%
Value $1.237M Shares 3,889 Est. Cost $199.58 Unrealized
DGRO Ishares Trust Core Divid Gwth 0.1%
Value $1.224M Shares 17,441 Est. Cost $50.93 Unrealized
PFE Pfizer Inc 0.1%
Value $1.211M Shares 43,126 Est. Cost $30.99 Unrealized -15.5%
SOXX iShares Semiconductor ETF 0.1%
Value $1.165M Shares 3,545 Est. Cost $287.30 Unrealized
LIN Linde Plc Eur0.001 0.1%
Value $1.163M Shares 2,346 Est. Cost $460.00 Unrealized 0.0%
AGG iShares Barclays Aggregate Bon 0.1%
Value $1.155M Shares 11,639 Est. Cost $97.68 Unrealized
HON Honeywell International Inc 0.1%
Value $1.122M Shares 4,966 Est. Cost $158.32 Unrealized +42.7%
GD General Dynamics Corp 0.1%
Value $1.111M Shares 3,238 Est. Cost $271.71 Unrealized +30.5%
BA Boeing Co 0.1%
Value $1.098M Shares 5,518 Est. Cost $212.76 Unrealized +12.1%
VTV Vanguard Index Fds Vanguard Va 0.1%
Value $1.097M Shares 5,592 Est. Cost $168.16 Unrealized
HYD Vaneck ETF Trust High Yld Muni 0.1%
Value $1.097M Shares 21,875 Est. Cost $50.35 Unrealized
EMR Emerson Electric Co 0.1%
Value $1.075M Shares 8,207 Est. Cost $62.24 Unrealized +138.5%
UNH Unitedhealth Group Inc 0.1%
Value $1.071M Shares 3,959 Est. Cost $252.24 Unrealized +22.4%
PAYX Paychex Inc 0.1%
Value $1.058M Shares 11,482 Est. Cost $109.09 Unrealized -6.5%
ASML Asml Holding NV 0.1%
Value $1.037M Shares 785 Est. Cost $707.21 Unrealized
MCK Mckesson Corp 0.1%
Value $1.023M Shares 1,182 Est. Cost $400.97 Unrealized +118.3%
MSGS Madison Square Grdn Sprt Corp 0.1%
Value $1.019M Shares 3,169 Est. Cost $181.29 Unrealized +58.2%
WFC Wells Fargo Co 0.1%
Value $1M Shares 12,562 Est. Cost $44.60 Unrealized +101.9%
PSX Phillips 66 0.1%
Value $994K Shares 5,455 Est. Cost $107.32 Unrealized +37.1%
SCHW Schwab Charles Corp 0.1%
Value $967K Shares 10,285 Est. Cost $67.57 Unrealized +48.2%
ACN Accenture Plc 0.1%
Value $949K Shares 4,783 Est. Cost $202.94 Unrealized +24.8%
NJR New Jersey Res Corp 0.1%
Value $944K Shares 17,189 Est. Cost $33.50 Unrealized +49.4%
IBB Ishares Tr Ishares Biotech 0.1%
Value $936K Shares 5,545 Est. Cost $153.58 Unrealized
IWR Ishares Tr Rus Mid Cap ETF 0.1%
Value $927K Shares 9,538 Est. Cost $77.58 Unrealized
TRV Travelers Companies Inc Npv 0.1%
Value $918K Shares 3,146 Est. Cost $141.45 Unrealized +104.0%
First Trust DW Focus 5 Fund 0.1%
Value $890K Shares 14,720 Est. Cost $60.44 Unrealized
SPG Simon Property Group Inc 0.1%
Value $875K Shares 4,692 Est. Cost $153.92 Unrealized +19.5%
SPGI S&P Global Inc 0.1%
Value $873K Shares 2,053 Est. Cost $485.25 Unrealized 0.0%
ANET Arista Networks Inc Shs 0.1%
Value $872K Shares 7,103 Est. Cost $113.20 Unrealized +19.3%
VCIT Vanguard Scottsdale Funds Vang 0.1%
Value $867K Shares 10,482 Est. Cost $82.75 Unrealized
TDIV First Tr Exchange Traded Fd Vi 0.1%
Value $858K Shares 9,158 Est. Cost $93.66 Unrealized
NOW Servicenow Inc 0.1%
Value $848K Shares 8,112 Est. Cost $159.01 Unrealized -23.8%
ISRG Intuitive Surgical Inc 0.1%
Value $845K Shares 1,832 Est. Cost $520.97 Unrealized 0.0%
ABNB Airbnb Inc Cl A 0.1%
Value $842K Shares 6,669 Est. Cost $125.41 Unrealized +3.2%
PFF Ishares Tr Pfd And Incm Sec 0.1%
Value $837K Shares 27,603 Est. Cost $31.74 Unrealized
STX Seagate Technology Hldgs Pub L 0.1%
Value $825K Shares 2,105 Est. Cost $126.47 Unrealized +197.7%
PCG Pg&E Corp Npv 0.1%
Value $809K Shares 46,059 Est. Cost $15.96 Unrealized +2.7%
TXN Texas Instruments Inc 0.1%
Value $806K Shares 4,154 Est. Cost $160.46 Unrealized +28.6%
XAIX Dbx ETF Trust Xtrackers Artifi 0.1%
Value $800K Shares 20,055 Est. Cost $41.51 Unrealized
ACWX Ishares Tr Msci Acwi Ex Us 0.1%
Value $796K Shares 11,632 Est. Cost $47.78 Unrealized
FIX Comfort Systems Usa Inc 0.1%
Value $789K Shares 572 Est. Cost $926.81 Unrealized +29.1%
EIX Edison International 0.1%
Value $786K Shares 10,737 Est. Cost $57.33 Unrealized +12.7%
SKYY First Trust Cloudputing ETF 0.1%
Value $782K Shares 7,154 Est. Cost $109.15 Unrealized
COP Conocophillips 0.1%
Value $768K Shares 5,821 Est. Cost $91.03 Unrealized +12.8%
XLI Select Sector Spdr Trust State 0.1%
Value $767K Shares 4,745 Est. Cost $116.57 Unrealized
INTC Intel Corp 0.1%
Value $765K Shares 17,344 Est. Cost $26.11 Unrealized +77.8%
FCX Freeport-Mcmoran Inc 0.1%
Value $758K Shares 12,895 Est. Cost $45.02 Unrealized +35.8%
SCHB Schwab Us Broad Market ETF 0.1%
Value $754K Shares 30,036 Est. Cost $32.58 Unrealized
BOND Pimco ETF Tr Active Bd ETF 0.1%
Value $753K Shares 8,162 Est. Cost $98.99 Unrealized
TMO Thermo Fisher Scientific Inc 0.1%
Value $746K Shares 1,518 Est. Cost $518.74 Unrealized +10.8%
EFA Ishares Msci Eafe ETF 0.1%
Value $738K Shares 7,600 Est. Cost $80.85 Unrealized
SHOP Shopify Inc Npv Cl A 0.0%
Value $729K Shares 6,143 Est. Cost $108.97 Unrealized +25.2%
XLC Select Sector Spdr Trust State 0.0%
Value $728K Shares 6,566 Est. Cost $110.86 Unrealized
GM General Mtrs Co 0.0%
Value $728K Shares 9,766 Est. Cost $48.51 Unrealized +69.6%
ROST Ross Stores Inc 0.0%
Value $726K Shares 3,352 Est. Cost $149.87 Unrealized +28.4%
ADI Analog Devices Inc 0.0%
Value $725K Shares 2,278 Est. Cost $189.44 Unrealized +66.9%
WDC Western Digital Corp. 0.0%
Value $722K Shares 2,670 Est. Cost $151.55 Unrealized +65.8%
TCMD Tactile Sys Technology Inc 0.0%
Value $719K Shares 27,516 Est. Cost $17.58 Unrealized +65.3%
JBND Jp Morgan ETF Trust Active Bon 0.0%
Value $712K Shares 13,247 Est. Cost $54.06 Unrealized
UCTT Ultra Clean Holdings Inc 0.0%
Value $710K Shares 11,422 Est. Cost $46.90 Unrealized 0.0%
UPS United Parcel Service Inc Cl B 0.0%
Value $703K Shares 7,145 Est. Cost $128.86 Unrealized -14.7%
JPST J P Morgan Exchange Traded Fd 0.0%
Value $697K Shares 13,776 Est. Cost $50.55 Unrealized
WMB Williams Cos Inc 0.0%
Value $692K Shares 9,501 Est. Cost $46.59 Unrealized +42.4%
ROBO Exchange Traded Concepts Tr Ro 0.0%
Value $689K Shares 10,074 Est. Cost $47.17 Unrealized
VYMI Vanguard Whitehall Fds Intl Hi 0.0%
Value $687K Shares 7,289 Est. Cost $61.12 Unrealized
DON Wisdomtree MidCap Dividend Fun 0.0%
Value $682K Shares 12,976 Est. Cost $32.05 Unrealized
XLE Select Sector Spdr Trust State 0.0%
Value $680K Shares 11,102 Est. Cost $54.10 Unrealized
FTI Technipfmc Plc 0.0%
Value $680K Shares 9,836 Est. Cost $43.81 Unrealized +28.6%
DOV Dover Corp 0.0%
Value $667K Shares 3,199 Est. Cost $173.08 Unrealized +24.0%
WM Waste Management Inc 0.0%
Value $665K Shares 2,893 Est. Cost $151.86 Unrealized +48.9%
PH Parker-Hannifin Corp 0.0%
Value $648K Shares 724 Est. Cost $482.67 Unrealized +98.4%
D Dominion Energy Inc 0.0%
Value $637K Shares 10,311 Est. Cost $55.59 Unrealized +10.8%
BKNG Booking Holdings Inc 0.0%
Value $636K Shares 151 Est. Cost $3325.48 Unrealized +43.8%
NEM Newmont Corp 0.0%
Value $634K Shares 5,854 Est. Cost $81.01 Unrealized +45.8%
CLX Clorox Co 0.0%
Value $630K Shares 6,075 Est. Cost $116.48 Unrealized -1.8%
IEFA Ishares Trust Core Msci Eafe E 0.0%
Value $626K Shares 6,910 Est. Cost $71.96 Unrealized
COR Cencora Inc 0.0%
Value $619K Shares 1,971 Est. Cost $168.47 Unrealized +109.6%
DHR Danaher Corporation 0.0%
Value $606K Shares 3,198 Est. Cost $220.11 Unrealized +2.1%
OXY Occidental Pete Corp 0.0%
Value $606K Shares 9,328 Est. Cost $55.63 Unrealized -18.3%
APH Amphenol Corp Class A 0.0%
Value $606K Shares 4,796 Est. Cost $66.38 Unrealized +120.5%
MO Altria Group Inc 0.0%
Value $604K Shares 9,160 Est. Cost $37.53 Unrealized +67.9%
ABT Abbott Laboratories 0.0%
Value $604K Shares 5,879 Est. Cost $95.99 Unrealized +20.2%
IAU Ishares Gold Tr Ishares New 0.0%
Value $603K Shares 6,845 Est. Cost $34.10 Unrealized
TMUS T-Mobile Us Inc 0.0%
Value $600K Shares 2,855 Est. Cost $168.21 Unrealized +19.1%
JBHT Hunt J.B. Transport Services I 0.0%
Value $597K Shares 2,817 Est. Cost $171.51 Unrealized +24.7%
OSW OneSpaWorld Holdings Ltd 0.0%
Value $597K Shares 26,001 Est. Cost $16.59 Unrealized +27.4%
LLIIX Lord Abbett Flexible Inc Fund 0.0%
Value $596K Shares 59,642 Est. Cost $10.08 Unrealized
XAR Spdr Series Trust State Street 0.0%
Value $590K Shares 2,322 Est. Cost $253.98 Unrealized
USB Us Bancorp 0.0%
Value $588K Shares 11,299 Est. Cost $47.34 Unrealized +19.6%
BK Bank Of York Mellon Corp 0.0%
Value $580K Shares 4,887 Est. Cost $67.11 Unrealized +79.0%
RNG Ringcentral Inc-Class A 0.0%
Value $574K Shares 15,444 Est. Cost $28.56 Unrealized +0.6%
CL Colgate-Palmolive Co 0.0%
Value $574K Shares 6,731 Est. Cost $67.24 Unrealized +32.0%
DUK Duke Energy Corp 0.0%
Value $572K Shares 4,368 Est. Cost $90.78 Unrealized +33.2%
PLD Prologis Inc. 0.0%
Value $571K Shares 4,322 Est. Cost $113.21 Unrealized +14.0%
HYG Ishares Tr Iboxx Hi Yd ETF 0.0%
Value $571K Shares 7,175 Est. Cost $78.69 Unrealized
HLIO Helios Technologies Inc 0.0%
Value $571K Shares 8,819 Est. Cost $50.76 Unrealized +32.4%
TDW Tidewater Inc 0.0%
Value $568K Shares 6,802 Est. Cost $64.06 Unrealized 0.0%
TRGP Targa Resources Corp 0.0%
Value $565K Shares 2,255 Est. Cost $166.07 Unrealized +21.5%
IXN Ishares Global Tech ETF 0.0%
Value $563K Shares 5,634 Est. Cost $101.25 Unrealized
NVS Novartis Ag Sponsored ADR 0.0%
Value $547K Shares 3,581 Est. Cost $88.43 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value $545K Shares 1,225 Est. Cost $500.27 Unrealized 0.0%
VONG Vanguard Scottsdale Funds Vang 0.0%
Value $544K Shares 4,955 Est. Cost $84.28 Unrealized
OTF Blue Owl Technology Finance Co 0.0%
Value $536K Shares 43,229 Est. Cost $13.15 Unrealized 0.0%
VSS Vanguard Intl Equity Index Fds 0.0%
Value $535K Shares 3,673 Est. Cost $106.51 Unrealized
TGT Target Corp 0.0%
Value $535K Shares 4,413 Est. Cost $114.96 Unrealized -5.0%
AZN Astrazeneca Plc Ord 0.0%
Value $534K Shares 2,707 Est. Cost $190.39 Unrealized 0.0%
WAT Waters Corp 0.0%
Value $534K Shares 1,793 Est. Cost $344.11 Unrealized +6.7%
COF Capital One Financial Corp 0.0%
Value $533K Shares 2,922 Est. Cost $170.49 Unrealized +30.9%
BSX Boston Scientific Corp 0.0%
Value $530K Shares 8,452 Est. Cost $65.75 Unrealized +30.5%
BELFB Bel Fuse Inc 0.0%
Value $530K Shares 2,676 Est. Cost $156.18 Unrealized +34.7%
SLV iShares Silver Trust ETF 0.0%
Value $529K Shares 7,758 Est. Cost $64.42 Unrealized
FBNC First Bancorp (North Carolina) 0.0%
Value $511K Shares 9,072 Est. Cost $50.47 Unrealized +15.1%
IVW Ishares S&P 500 Growth ETF 0.0%
Value $509K Shares 4,503 Est. Cost $101.75 Unrealized
CNC Centene Corp 0.0%
Value $499K Shares 15,229 Est. Cost $37.43 Unrealized +15.8%
VOX Vanguard World Fd Comm Srvc ET 0.0%
Value $497K Shares 2,763 Est. Cost $179.84 Unrealized
XLF State Street Financial Select 0.0%
Value $496K Shares 10,047 Est. Cost $53.91 Unrealized
MDLZ Mondelez Intl Inc Npv 0.0%
Value $493K Shares 8,554 Est. Cost $58.83 Unrealized -1.1%
PNFP Pinnacle Finl Partners Inc 0.0%
Value $486K Shares 5,642 Est. Cost $93.41 Unrealized +4.3%
VONV Vanguard Scottsdale Funds Vang 0.0%
Value $485K Shares 5,171 Est. Cost $72.54 Unrealized
MMM 3M Co 0.0%
Value $483K Shares 3,329 Est. Cost $124.22 Unrealized +32.0%
IVE Ishares S&P 500 Value ETF 0.0%
Value $482K Shares 2,285 Est. Cost $174.16 Unrealized
ED Consolidated Edison Inc 0.0%
Value $480K Shares 4,238 Est. Cost $86.39 Unrealized +21.9%
TER Teradyne Inc 0.0%
Value $479K Shares 1,615 Est. Cost $171.50 Unrealized +55.0%
SYK Stryker Corporation 0.0%
Value $477K Shares 1,451 Est. Cost $238.48 Unrealized +52.9%
B Barrick Mining Corporation Npv 0.0%
Value $474K Shares 11,612 Est. Cost $21.74 Unrealized +122.1%
JPSE JPMorgan Diversified Return US 0.0%
Value $470K Shares 8,965 Est. Cost $28.78 Unrealized
DEO Diageo ADR 0.0%
Value $470K Shares 6,307 Est. Cost $218.41 Unrealized
WAB Wabtec 0.0%
Value $466K Shares 1,866 Est. Cost $205.33 Unrealized +16.4%
GLW Corning Inc 0.0%
Value $466K Shares 3,425 Est. Cost $70.55 Unrealized +58.3%
PEG Public Svc Enterprise Grp Inc 0.0%
Value $465K Shares 5,740 Est. Cost $50.16 Unrealized +62.6%
ALNT Allient Inc 0.0%
Value $464K Shares 7,857 Est. Cost $52.29 Unrealized +20.2%
AIG American International Group I 0.0%
Value $462K Shares 6,138 Est. Cost $57.62 Unrealized +32.5%
PPL Ppl Corp 0.0%
Value $459K Shares 12,011 Est. Cost $25.15 Unrealized +44.0%
OMC Omnicom Group Inc 0.0%
Value $458K Shares 6,077 Est. Cost $76.17 Unrealized +0.5%
NTNX Nutanix Inc Cl A 0.0%
Value $456K Shares 12,008 Est. Cost $43.66 Unrealized 0.0%
UCB United Community Banks GA 0.0%
Value $454K Shares 14,409 Est. Cost $34.12 Unrealized 0.0%
VGK Vanguard Intl Equity Index Fds 0.0%
Value $454K Shares 5,502 Est. Cost $53.53 Unrealized
AFL Aflac Inc 0.0%
Value $451K Shares 4,112 Est. Cost $63.13 Unrealized +76.2%
SCHG Schwab Us Large-Cap Growth ETF 0.0%
Value $448K Shares 15,383 Est. Cost $29.21 Unrealized
EQIX Equinix Inc 0.0%
Value $447K Shares 456 Est. Cost $764.11 Unrealized 0.0%
DG Dollar Gen Corp 0.0%
Value $447K Shares 3,763 Est. Cost $111.51 Unrealized +32.4%
TTWO Take-Two Interactive Software 0.0%
Value $446K Shares 2,259 Est. Cost $136.27 Unrealized +65.1%
AUB Atlantic Un Bankshares Corp 0.0%
Value $446K Shares 12,474 Est. Cost $33.57 Unrealized +15.5%
MCHP Microchip Technology Inc. 0.0%
Value $442K Shares 6,837 Est. Cost $65.68 Unrealized +15.4%
SPMO Invsc S P 500 Momentum Etf 0.0%
Value $441K Shares 3,935 Est. Cost $112.11 Unrealized
BX Blackstone Inc 0.0%
Value $440K Shares 3,830 Est. Cost $105.06 Unrealized +34.1%
FLIN Franklin FTSE India ETF 0.0%
Value $439K Shares 13,200 Est. Cost $33.22 Unrealized
SLB Slb Limited Trading 0.0%
Value $438K Shares 8,517 Est. Cost $36.57 Unrealized +32.1%
PANW Palo Alto Networks Inc 0.0%
Value $438K Shares 2,729 Est. Cost $178.40 Unrealized -3.5%
MDT Medtronic Plc 0.0%
Value $436K Shares 5,032 Est. Cost $88.96 Unrealized +11.9%
HCA Hca Healthcare Inc 0.0%
Value $425K Shares 898 Est. Cost $323.50 Unrealized +53.9%
IWF iShares Russell 1000 Growth In 0.0%
Value $424K Shares 995 Est. Cost $252.59 Unrealized
SBSI Southside Bancshares Inc 0.0%
Value $424K Shares 13,629 Est. Cost $32.37 Unrealized 0.0%
NTRA Natera Inc 0.0%
Value $422K Shares 2,110 Est. Cost $208.59 Unrealized +8.3%
CTO Cto Rlty Growth Inc 0.0%
Value $421K Shares 22,775 Est. Cost $18.49 Unrealized
ECL Ecolab Inc 0.0%
Value $420K Shares 1,578 Est. Cost $159.29 Unrealized +79.7%
VTR Ventas Inc 0.0%
Value $419K Shares 5,127 Est. Cost $74.98 Unrealized +3.1%
SAFRY SAFRAN SA-UNSPON ADR 0.0%
Value $419K Shares 5,108 Est. Cost $82.03 Unrealized
FFIV F5 Inc 0.0%
Value $419K Shares 1,447 Est. Cost $276.16 Unrealized -1.3%
ELV Elevance Health Inc 0.0%
Value $417K Shares 1,423 Est. Cost $382.38 Unrealized -8.1%
TT Trane Technologies Plc 0.0%
Value $416K Shares 998 Est. Cost $298.19 Unrealized +41.6%
SPHR Sphere Entertainment Co 0.0%
Value $415K Shares 3,537 Est. Cost $47.20 Unrealized +111.7%
PGR Progressive Corp 0.0%
Value $415K Shares 2,091 Est. Cost $136.23 Unrealized +51.7%
CRM Salesforce Inc 0.0%
Value $414K Shares 2,219 Est. Cost $215.77 Unrealized 0.0%
VRT Vertiv Holdings Co Cl A 0.0%
Value $414K Shares 1,653 Est. Cost $178.63 Unrealized +11.9%
IJT Ishares Tr S&P Small Cap 600 G 0.0%
Value $412K Shares 2,850 Est. Cost $140.34 Unrealized
RCL Royal Caribbean Group 0.0%
Value $412K Shares 1,496 Est. Cost $89.70 Unrealized +244.3%
PWR Quanta Services 0.0%
Value $411K Shares 749 Est. Cost $332.63 Unrealized +46.2%
VNQ Vanguard REIT ETF 0.0%
Value $410K Shares 4,618 Est. Cost $83.00 Unrealized
KMI Kinder Morgan Inc 0.0%
Value $407K Shares 12,142 Est. Cost $27.89 Unrealized +6.6%
XLV Select Sector Spdr Trust State 0.0%
Value $404K Shares 2,758 Est. Cost $140.05 Unrealized
APD Air Products And Chemicals Inc 0.0%
Value $403K Shares 1,387 Est. Cost $250.57 Unrealized +8.3%
TROW Price T Rowe Groups 0.0%
Value $403K Shares 4,467 Est. Cost $72.02 Unrealized +40.5%
DGICA Donegal Group Inc 0.0%
Value $402K Shares 23,406 Est. Cost $19.29 Unrealized -3.2%
TIGO Millicom International Cellula 0.0%
Value $399K Shares 5,321 Est. Cost $61.08 Unrealized 0.0%
HII Huntington Ingalls Industries 0.0%
Value $395K Shares 1,039 Est. Cost $309.50 Unrealized +32.6%
PBH Prestige Consmr Healthcare Inc 0.0%
Value $391K Shares 6,595 Est. Cost $61.21 Unrealized +7.4%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value $390K Shares 874 Est. Cost $342.93 Unrealized +36.3%
CASS Cass Information Systems Inc 0.0%
Value $389K Shares 8,828 Est. Cost $40.49 Unrealized +8.3%
AEO American Eagle Outfitters Inc 0.0%
Value $388K Shares 23,259 Est. Cost $17.11 Unrealized +45.7%
CTVA Corteva Inc 0.0%
Value $386K Shares 4,615 Est. Cost $72.77 Unrealized 0.0%
ITA Ishares Tr Us Aer Def ETF 0.0%
Value $386K Shares 1,763 Est. Cost $214.69 Unrealized
VBK Vanguard Small Cap Growth ETF 0.0%
Value $384K Shares 1,272 Est. Cost $249.21 Unrealized
VICR Vicor Corp 0.0%
Value $384K Shares 2,382 Est. Cost $85.01 Unrealized +84.8%
VCSH Vanguard Scottsdale Fds Vangua 0.0%
Value $382K Shares 4,816 Est. Cost $81.48 Unrealized
NPKI Npk International Inc. 0.0%
Value $381K Shares 26,295 Est. Cost $11.15 Unrealized +23.8%
VTEC Vanguard California Tax Free F 0.0%
Value $380K Shares 3,840 Est. Cost $99.90 Unrealized
EPD Enterprise Prods Partners Mast 0.0%
Value $377K Shares 9,961 Est. Cost $31.27 Unrealized
SNPS Synopsys Inc 0.0%
Value $376K Shares 948 Est. Cost $444.30 Unrealized +6.2%
DAL Delta Air Lines Inc 0.0%
Value $371K Shares 5,586 Est. Cost $62.72 Unrealized +11.4%
SHW Sherwin-Williams Co 0.0%
Value $371K Shares 1,156 Est. Cost $242.32 Unrealized +46.6%
PNTG Pennant Group Inc 0.0%
Value $370K Shares 12,149 Est. Cost $26.60 Unrealized +12.6%
AME Ametek Inc 0.0%
Value $368K Shares 1,716 Est. Cost $195.07 Unrealized +14.5%
MNST Monster Beverage Corp 0.0%
Value $364K Shares 5,029 Est. Cost $80.63 Unrealized 0.0%
Carrier Global Corp 0.0%
Value $364K Shares 6,468 Est. Cost $48.63 Unrealized
INTU Intuit Inc 0.0%
Value $363K Shares 839 Est. Cost $483.71 Unrealized +2.9%
ORLY Oreilly Automotive Inc 0.0%
Value $362K Shares 3,925 Est. Cost $88.97 Unrealized +6.7%
FTNT Fortinet Inc 0.0%
Value $361K Shares 4,418 Est. Cost $79.98 Unrealized 0.0%
TSM Taiwan Semiconductor Manufactu 0.0%
Value $361K Shares 1,067 Est. Cost $337.91 Unrealized
TEX Terex Corp 0.0%
Value $359K Shares 6,069 Est. Cost $62.32 Unrealized 0.0%
EFX Equifax Inc 0.0%
Value $358K Shares 1,987 Est. Cost $204.32 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value $357K Shares 2,558 Est. Cost $130.74 Unrealized +12.4%
SHLD Global X Fds Defense Tech ETF 0.0%
Value $354K Shares 5,000 Est. Cost $46.55 Unrealized
PCAR Paccar Inc 0.0%
Value $353K Shares 3,052 Est. Cost $99.04 Unrealized +24.2%
BEPC Brookfield Renewable Corp Cl A 0.0%
Value $350K Shares 8,787 Est. Cost $34.27 Unrealized +19.6%
TSN Tyson Foods Inc 0.0%
Value $350K Shares 5,459 Est. Cost $54.61 Unrealized +14.0%
TLH Ishares Tr 10-20 Yr Trs ETF 0.0%
Value $350K Shares 3,472 Est. Cost $102.98 Unrealized
MTCH Match Group Inc 0.0%
Value $349K Shares 11,366 Est. Cost $32.82 Unrealized -4.3%
BMRN Biomarin Pharmaceutical 0.0%
Value $345K Shares 6,115 Est. Cost $54.44 Unrealized +7.9%
DFAT Dimensional ETF Trust Us Targe 0.0%
Value $344K Shares 5,514 Est. Cost $58.26 Unrealized
RBLX Roblox Corp Cl A 0.0%
Value $343K Shares 6,056 Est. Cost $71.75 Unrealized 0.0%
VRP Invesco Exch Traded Fd Tr Ii V 0.0%
Value $341K Shares 14,208 Est. Cost $23.98 Unrealized
CME Cme Group Inc 0.0%
Value $340K Shares 1,151 Est. Cost $271.66 Unrealized +6.5%
ICE Intercontinental Exchange Inc 0.0%
Value $339K Shares 2,156 Est. Cost $111.27 Unrealized +48.3%
HDV Ishares Core High Dividend ETF 0.0%
Value $339K Shares 2,495 Est. Cost $135.72 Unrealized
MCO Moodys Corp 0.0%
Value $338K Shares 774 Est. Cost $362.39 Unrealized +35.1%
ESGV Vanguard World Fd Esg Us Stk E 0.0%
Value $336K Shares 2,989 Est. Cost $87.58 Unrealized
MKTX Marketaxess Holdings Inc 0.0%
Value $335K Shares 2,032 Est. Cost $169.97 Unrealized +1.7%
OGE Oge Energy Corp 0.0%
Value $335K Shares 6,990 Est. Cost $35.42 Unrealized +25.5%
GHC Graham Hldgs Co Cl B 0.0%
Value $335K Shares 317 Est. Cost $579.18 Unrealized +94.5%
FPE First Trust Pref Sec & Inc ETF 0.0%
Value $335K Shares 18,855 Est. Cost $17.75 Unrealized
CCRN Cross Country Healthcare Inc 0.0%
Value $332K Shares 35,353 Est. Cost $10.93 Unrealized -20.6%
HL Hecla Mining Co 0.0%
Value $331K Shares 17,768 Est. Cost $24.08 Unrealized 0.0%
UBER Uber Technologies Inc 0.0%
Value $329K Shares 4,578 Est. Cost $78.72 Unrealized 0.0%
CFG Citizens Finl Group Inc 0.0%
Value $327K Shares 5,459 Est. Cost $53.58 Unrealized +17.8%
SF Stifel Financial Corp 0.0%
Value $327K Shares 4,422 Est. Cost $122.51 Unrealized +2.4%
AMT American Tower Corp 0.0%
Value $325K Shares 1,881 Est. Cost $181.43 Unrealized -3.7%
INCY Incyte Corp 0.0%
Value $324K Shares 3,443 Est. Cost $96.76 Unrealized +6.6%
TXRH Texas Roadhouse Inc 0.0%
Value $323K Shares 1,958 Est. Cost $169.01 Unrealized +9.2%
VBR Vanguard Small Cap Value ETF 0.0%
Value $323K Shares 1,486 Est. Cost $181.97 Unrealized
SEI Solaris Energy Infras Inc Cl A 0.0%
Value $322K Shares 5,701 Est. Cost $48.29 Unrealized +9.8%
IWD iShares Russell 1000 Value Ind 0.0%
Value $322K Shares 1,507 Est. Cost $128.57 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value $322K Shares 12,218 Est. Cost $28.32 Unrealized 0.0%
MAR Marriott International Inc 0.0%
Value $322K Shares 983 Est. Cost $206.18 Unrealized +60.4%
VSGX Vanguard World Fd Esg Intl Stk 0.0%
Value $321K Shares 4,471 Est. Cost $55.40 Unrealized
DH Definitive Healthcare Corp Cla 0.0%
Value $320K Shares 260,000 Est. Cost $3.42 Unrealized -38.7%
UNP Union Pac Corp 0.0%
Value $317K Shares 1,305 Est. Cost $205.65 Unrealized +18.3%
SUSA Ishares Esg Optimized Msci Usa 0.0%
Value $316K Shares 2,389 Est. Cost $94.47 Unrealized
NOC Northrop Grumman Corp 0.0%
Value $313K Shares 459 Est. Cost $468.39 Unrealized +43.8%
DFAC Dimensional ETF Trust Us Core 0.0%
Value $312K Shares 8,031 Est. Cost $38.57 Unrealized
FNF Fidelity National Financial In 0.0%
Value $312K Shares 6,720 Est. Cost $54.76 Unrealized -0.4%
RJF Raymond James Financial Inc 0.0%
Value $309K Shares 2,135 Est. Cost $101.92 Unrealized +62.3%
MSI Motorola Solutions Inc 0.0%
Value $309K Shares 711 Est. Cost $335.57 Unrealized +23.9%
BAESY Bae Systems Plc Sponsored ADR 0.0%
Value $307K Shares 2,639 Est. Cost $116.50 Unrealized
AZO Autozone Inc 0.0%
Value $307K Shares 91 Est. Cost $3648.47 Unrealized -0.6%
MLI Mueller Industries Inc 0.0%
Value $307K Shares 2,772 Est. Cost $107.37 Unrealized +15.8%
ZM Zoom Communications Inc Class 0.0%
Value $306K Shares 3,811 Est. Cost $88.07 Unrealized 0.0%
TXT Textron Inc 0.0%
Value $306K Shares 3,498 Est. Cost $83.66 Unrealized +12.4%
OXM Oxford Industries Inc 0.0%
Value $305K Shares 7,929 Est. Cost $37.20 Unrealized +3.7%
SNDK Sandisk Corp 0.0%
Value $305K Shares 480 Est. Cost $516.50 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.0%
Value $304K Shares 3,794 Est. Cost $82.06 Unrealized -0.1%
ORANY Orange Fsponsored Adr 1 Adr Re 0.0%
Value $303K Shares 14,815 Est. Cost $20.47 Unrealized
OKE Oneok Inc 0.0%
Value $299K Shares 3,313 Est. Cost $62.95 Unrealized +24.7%
SBSW Sibanye Stillwater LTD ADR 0.0%
Value $299K Shares 24,243 Est. Cost $12.32 Unrealized
MET Metlife Inc 0.0%
Value $296K Shares 4,188 Est. Cost $69.21 Unrealized +11.9%
STE Steris Plc Ord 0.0%
Value $296K Shares 1,337 Est. Cost $251.13 Unrealized +1.7%
HLT Hilton Worldwide Hldgs Inc 0.0%
Value $295K Shares 970 Est. Cost $305.09 Unrealized 0.0%
ETR Entergy Corp 0.0%
Value $295K Shares 2,623 Est. Cost $81.02 Unrealized +20.2%
FIVE Five Below Inc 0.0%
Value $292K Shares 1,278 Est. Cost $162.56 Unrealized +24.0%
SITM Sitime Corp 0.0%
Value $292K Shares 845 Est. Cost $377.59 Unrealized 0.0%
ILMN Illumina Inc 0.0%
Value $291K Shares 2,359 Est. Cost $117.40 Unrealized +15.4%
CVS Cvs Health Corporation 0.0%
Value $291K Shares 4,047 Est. Cost $62.44 Unrealized +24.9%
BCAL California Bancorp 0.0%
Value $290K Shares 16,365 Est. Cost $18.30 Unrealized +2.0%
BE Bloom Energy Corp 0.0%
Value $289K Shares 2,135 Est. Cost $46.44 Unrealized +211.5%
MGM Mgm Resorts International 0.0%
Value $289K Shares 7,811 Est. Cost $33.93 Unrealized +3.4%
CDNS Cadence Design Systems Inc 0.0%
Value $287K Shares 1,033 Est. Cost $231.61 Unrealized +31.0%
DKNG Draftkings Inc Cl A 0.0%
Value $287K Shares 13,274 Est. Cost $28.94 Unrealized 0.0%
CLMB Climb Global Solutions Inc 0.0%
Value $287K Shares 14,456 Est. Cost $116.15 Unrealized +0.1%
EXAS Exact Sciences Corp 0.0%
Value $283K Shares 2,699 Est. Cost $80.31 Unrealized +27.8%
BWA Borg Warner Inc 0.0%
Value $283K Shares 5,217 Est. Cost $43.69 Unrealized +19.7%
JCI Johnson Controls International 0.0%
Value $283K Shares 2,161 Est. Cost $91.75 Unrealized +37.4%
MLPA Global X Fds Glbl X Mlp ETF 0.0%
Value $282K Shares 5,236 Est. Cost $53.87 Unrealized
NYT New York Times Co 0.0%
Value $282K Shares 3,366 Est. Cost $62.24 Unrealized +16.1%
RBC Rbc Bearings Inc. 0.0%
Value $279K Shares 514 Est. Cost $423.49 Unrealized +22.2%
HAS Hasbro Inc 0.0%
Value $278K Shares 2,971 Est. Cost $78.03 Unrealized +18.8%
RL Ralph Lauren Corp 0.0%
Value $278K Shares 808 Est. Cost $340.01 Unrealized +6.8%
LVS Las Vegas Sands Corp 0.0%
Value $277K Shares 5,147 Est. Cost $61.19 Unrealized -4.6%
PRIM Primoris Svcs Corp 0.0%
Value $274K Shares 1,916 Est. Cost $149.87 Unrealized 0.0%
STT State Street Corp 0.0%
Value $273K Shares 2,161 Est. Cost $110.29 Unrealized +18.1%
CEG Constellation Energy Corp 0.0%
Value $273K Shares 977 Est. Cost $301.15 Unrealized 0.0%
AA Alcoa Corp 0.0%
Value $272K Shares 4,105 Est. Cost $40.88 Unrealized +49.4%
ROK Rockwell Automation Inc 0.0%
Value $271K Shares 756 Est. Cost $285.40 Unrealized +43.8%
QRVO Qorvo Inc 0.0%
Value $271K Shares 3,495 Est. Cost $82.18 Unrealized 0.0%
COHR Coherent Corp 0.0%
Value $270K Shares 1,133 Est. Cost $58.68 Unrealized +263.6%
SYF Synchrony Financial 0.0%
Value $269K Shares 3,956 Est. Cost $76.27 Unrealized 0.0%
MGNI Magnite Inc 0.0%
Value $268K Shares 22,577 Est. Cost $16.60 Unrealized -16.8%
WFRD Weatherford Intl Plc Ord 0.0%
Value $267K Shares 2,821 Est. Cost $94.99 Unrealized 0.0%
TDG Transdigm Group Inc 0.0%
Value $267K Shares 230 Est. Cost $845.68 Unrealized +61.0%
BVN CIA De Minas Buenaventura SA A 0.0%
Value $264K Shares 7,328 Est. Cost $36.04 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value $264K Shares 8,249 Est. Cost $36.17 Unrealized +7.2%
VHT Vanguard World Fd Health Car E 0.0%
Value $263K Shares 967 Est. Cost $262.08 Unrealized
CIEN Ciena Corp 0.0%
Value $263K Shares 677 Est. Cost $270.92 Unrealized 0.0%
DES Wisdomtree SmallCap Dividend F 0.0%
Value $260K Shares 7,236 Est. Cost $24.08 Unrealized
ALGN Align Technology Inc 0.0%
Value $257K Shares 1,501 Est. Cost $145.27 Unrealized +20.2%
LOB Live Oak Bancshares Inc 0.0%
Value $255K Shares 7,725 Est. Cost $33.48 Unrealized +16.3%
AON Aon Plc Shs Cl A 0.0%
Value $255K Shares 790 Est. Cost $349.16 Unrealized -3.8%
NKE Nike Inc Class B Npv 0.0%
Value $255K Shares 4,827 Est. Cost $93.38 Unrealized -31.5%
IWY Ishares Tr Rus Tp200 Gr ETF 0.0%
Value $255K Shares 1,023 Est. Cost $210.94 Unrealized
VUSB Vanguard UltraShort Bond ETF 0.0%
Value $254K Shares 5,092 Est. Cost $49.78 Unrealized
CPRT Copart Inc 0.0%
Value $253K Shares 7,624 Est. Cost $39.16 Unrealized 0.0%
CTRA Coterra Energy Inc 0.0%
Value $253K Shares 7,189 Est. Cost $28.33 Unrealized 0.0%
IFF International Flavors &Fragran 0.0%
Value $252K Shares 3,469 Est. Cost $64.40 Unrealized +15.1%
AGX Argan Inc 0.0%
Value $251K Shares 460 Est. Cost $316.84 Unrealized +17.0%
CGNX Cognex Corp 0.0%
Value $250K Shares 5,112 Est. Cost $44.48 Unrealized 0.0%
XHB Spdr Series Trust State Street 0.0%
Value $250K Shares 2,535 Est. Cost $96.11 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value $249K Shares 9,073 Est. Cost $28.24 Unrealized 0.0%
ENLAY Enel Spa - Unspon Adr 0.0%
Value $248K Shares 22,760 Est. Cost $10.88 Unrealized
BR Broadridge Financial Solution 0.0%
Value $246K Shares 1,517 Est. Cost $220.00 Unrealized -10.1%
IT Gartner Inc 0.0%
Value $242K Shares 1,527 Est. Cost $198.04 Unrealized 0.0%
SNOW Snowflake Inc. 0.0%
Value $241K Shares 1,599 Est. Cost $194.49 Unrealized 0.0%
SCVL Shoe Carnival Inc 0.0%
Value $241K Shares 15,451 Est. Cost $18.36 Unrealized +6.4%
FRT Federal Rlty Invt Tr Sh Ben In 0.0%
Value $241K Shares 2,267 Est. Cost $97.37 Unrealized +1.7%
PRAX Praxis Precision Medicines Inc 0.0%
Value $240K Shares 744 Est. Cost $311.81 Unrealized 0.0%
HACK Amplify Tr Cybersecurity ETF 0.0%
Value $239K Shares 3,180 Est. Cost $75.09 Unrealized
SPHQ Invesco Exchange Traded Fd Tr 0.0%
Value $239K Shares 3,175 Est. Cost $67.59 Unrealized
SCHX Schwab U.S. Large Cap ETF 0.0%
Value $238K Shares 9,278 Est. Cost $22.08 Unrealized
FTSL First Tr Exchange-Traded Fd Iv 0.0%
Value $237K Shares 5,300 Est. Cost $44.80 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value $237K Shares 1,314 Est. Cost $107.45 Unrealized +44.3%
MASI Masimo Corp 0.0%
Value $236K Shares 1,324 Est. Cost $145.14 Unrealized 0.0%
ESTC Elastic N V Eur0.01 0.0%
Value $235K Shares 4,710 Est. Cost $81.59 Unrealized -17.9%
HIW Highwoods Properties Inc 0.0%
Value $235K Shares 10,991 Est. Cost $21.41 Unrealized
AEP American Elec Pwr Co Inc 0.0%
Value $233K Shares 1,774 Est. Cost $117.70 Unrealized +2.4%
VDC Vanguard World Fd Consum Stp E 0.0%
Value $232K Shares 1,033 Est. Cost $224.59 Unrealized
Ovintiv Inc 0.0%
Value $231K Shares 3,892 Est. Cost $39.19 Unrealized
XYL Xylem Inc 0.0%
Value $226K Shares 1,893 Est. Cost $136.45 Unrealized 0.0%
FROG Jfrog Ltd Ils0.01 0.0%
Value $226K Shares 4,811 Est. Cost $52.97 Unrealized 0.0%
FITB Fifth Third Bancorp 0.0%
Value $225K Shares 4,841 Est. Cost $44.19 Unrealized +16.0%
NEAR Ishares Short Duration Bond Ac 0.0%
Value $225K Shares 4,417 Est. Cost $51.26 Unrealized
IQLT Ishares Tr Msci Intl Qualty 0.0%
Value $224K Shares 4,837 Est. Cost $46.23 Unrealized
IHI Ishares Tr U.S. Med Dvc ETF 0.0%
Value $224K Shares 4,190 Est. Cost $62.15 Unrealized
LYV Live Nation Entertainment Inc 0.0%
Value $223K Shares 1,462 Est. Cost $143.80 Unrealized +3.1%
EXEL Exelixis Inc 0.0%
Value $223K Shares 5,195 Est. Cost $41.37 Unrealized +5.8%
FINMY Leonardo SPA ADR 0.0%
Value $222K Shares 6,625 Est. Cost $33.58 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value $222K Shares 644 Est. Cost $211.36 Unrealized +62.3%
IGSB Ishares Tr Ishs 1-5Yr Invs 0.0%
Value $221K Shares 4,200 Est. Cost $52.56 Unrealized
LASR Nlight Inc 0.0%
Value $219K Shares 3,841 Est. Cost $47.72 Unrealized 0.0%
ARMK Aramark 0.0%
Value $216K Shares 5,339 Est. Cost $37.92 Unrealized +3.0%
OTIS Otis Worldwide Corp 0.0%
Value $216K Shares 2,800 Est. Cost $77.26 Unrealized +15.9%
JLL Jones Lang Lasalle Inc 0.0%
Value $215K Shares 706 Est. Cost $313.44 Unrealized +7.2%
TD Toronto-Dominion Bank 0.0%
Value $215K Shares 2,300 Est. Cost $84.44 Unrealized +12.8%
VOE Vanguard Mid Cap Value Index 0.0%
Value $214K Shares 1,162 Est. Cost $166.35 Unrealized
DSI Ishares Trust Esg Msci Kld 400 0.0%
Value $214K Shares 1,762 Est. Cost $116.29 Unrealized
TFC Truist Finl Corp 0.0%
Value $213K Shares 4,644 Est. Cost $51.15 Unrealized 0.0%
IBEX Ibex Ltd 0.0%
Value $213K Shares 7,951 Est. Cost $36.98 Unrealized -6.2%
PB Prosperity Bancshares Inc 0.0%
Value $212K Shares 3,156 Est. Cost $67.02 Unrealized +7.7%
ROBT Ft Nasdaq Artific Intelgn Robt 0.0%
Value $210K Shares 4,550 Est. Cost $51.87 Unrealized
CI The Cigna Group 0.0%
Value $209K Shares 783 Est. Cost $277.73 Unrealized +1.1%
MSGE Madison Square Garden Entmt Cl 0.0%
Value $209K Shares 3,545 Est. Cost $59.76 Unrealized 0.0%
HAL Halliburton Co 0.0%
Value $208K Shares 5,347 Est. Cost $33.54 Unrealized 0.0%
JEF Jefferies Finl Group Inc 0.0%
Value $208K Shares 5,039 Est. Cost $58.82 Unrealized 0.0%
RHHBY Roche Holdings ADR 0.0%
Value $208K Shares 4,182 Est. Cost $49.71 Unrealized
AJG Arthur J. Gallagher & Co. 0.0%
Value $208K Shares 959 Est. Cost $192.62 Unrealized +24.8%
ABVX Abivax SA ADR 0.0%
Value $208K Shares 1,864 Est. Cost $111.35 Unrealized
ACI Albertson's Companies Inc 0.0%
Value $207K Shares 12,132 Est. Cost $19.23 Unrealized -9.6%
ADSK Autodesk Inc 0.0%
Value $206K Shares 861 Est. Cost $283.91 Unrealized -10.6%
IWS Ishares Russell Mid-Cap Value 0.0%
Value $206K Shares 1,412 Est. Cost $145.73 Unrealized
CTAS Cintas Corp 0.0%
Value $205K Shares 1,211 Est. Cost $185.76 Unrealized +4.1%
LULU Lululemon Athletica Inc 0.0%
Value $205K Shares 1,337 Est. Cost $188.79 Unrealized 0.0%
CAH Cardinal Health Inc Npv 0.0%
Value $204K Shares 965 Est. Cost $215.31 Unrealized 0.0%
URI United Rentals Inc 0.0%
Value $203K Shares 279 Est. Cost $670.12 Unrealized +31.7%
MTB M &T Bank Corp 0.0%
Value $203K Shares 983 Est. Cost $190.09 Unrealized +16.3%
AXS Axis Cap Hldgs Ltd 0.0%
Value $203K Shares 1,997 Est. Cost $99.34 Unrealized +3.8%
DTE Dte Energy Co 0.0%
Value $203K Shares 1,385 Est. Cost $136.80 Unrealized 0.0%
ALL Allstate Corp 0.0%
Value $202K Shares 975 Est. Cost $192.02 Unrealized +5.7%
EOG Eog Resources Inc 0.0%
Value $201K Shares 1,392 Est. Cost $112.14 Unrealized 0.0%
ESML Ishares Tr Esg Aware Msci Usa- 0.0%
Value $201K Shares 4,270 Est. Cost $47.02 Unrealized
NWG Natwest Group Plc Funsponsored 0.0%
Value $184K Shares 12,323 Est. Cost $14.90 Unrealized
UFI Unifi Inc 0.0%
Value $174K Shares 48,765 Est. Cost $4.19 Unrealized -6.3%
CIM Opportunity Zone Fund LP 0.0%
Value $169K Shares 150,000 Est. Cost $1.11 Unrealized
S Sentinelone Inc Cl A 0.0%
Value $162K Shares 12,603 Est. Cost $13.96 Unrealized 0.0%
STLA Stellantis NV 0.0%
Value $156K Shares 22,000 Est. Cost $10.03 Unrealized
UEC Uranium Energy Corp 0.0%
Value $146K Shares 10,849 Est. Cost $16.48 Unrealized 0.0%
PGX Invesco Exch Traded Fd Tr Ii P 0.0%
Value $117K Shares 10,730 Est. Cost $10.88 Unrealized
ADT Adt Inc Del 0.0%
Value $112K Shares 17,097 Est. Cost $8.27 Unrealized -3.1%
JMIA Jumia Technologies AG ADR 0.0%
Value $101K Shares 14,669 Est. Cost $6.90 Unrealized
RITM Rithm Capital Corp 0.0%
Value $95,723 Shares 10,097 Est. Cost $10.90 Unrealized
NWL Newell Brands Inc 0.0%
Value $68,250 Shares 19,898 Est. Cost $4.03 Unrealized +8.3%
GERN Geron Corp 0.0%
Value $66,254 Shares 44,466 Est. Cost $2.85 Unrealized -47.0%
BCYC Bicycle Therapeutics Plc Spon 0.0%
Value $50,970 Shares 10,985 Est. Cost $6.86 Unrealized
TLS Telos Corp 0.0%
Value $42,688 Shares 10,188 Est. Cost $5.02 Unrealized 0.0%
ABOS Acumen Pharmaceuticals Inc 0.0%
Value $42,527 Shares 18,020 Est. Cost $3.77 Unrealized -39.5%
AIOT Powerfleet Inc 0.0%
Value $34,801 Shares 11,299 Est. Cost $4.84 Unrealized 0.0%
PLUG Plug Power Inc 0.0%
Value $26,910 Shares 11,907 Est. Cost $6.92 Unrealized -69.0%
CRBU Caribou Biosciences Inc 0.0%
Value $24,516 Shares 12,903 Est. Cost $7.64 Unrealized -78.8%
ALIT Alight Inc Cl A 0.0%
Value $12,375 Shares 21,237 Est. Cost $1.46 Unrealized 0.0%
CBWTF Auxly Cannabis Group 0.0%
Value $4,267 Shares 47,500 Est. Cost $0.01 Unrealized +599.7%
CBDD CBD of Denver Inc 0.0%
Value $30 Shares 295,100 Est. Cost $0.00 Unrealized -97.6%
DRNG Drone Guarder Inc 0.0%
Value $2 Shares 12,070 Est. Cost $0.00 Unrealized -95.2%
Global Security & Intellige 0.0%
Value $0 Shares 10,000 Est. Cost Unrealized
Iddriven Inc 0.0%
Value $0 Shares 10,000 Est. Cost Unrealized
Intl Meta Sys Inc 0.0%
Value $0 Shares 37,000 Est. Cost Unrealized
Innovet Inc 0.0%
Value $0 Shares 32,500 Est. Cost Unrealized
HEMP Hemp Inc 0.0%
Value $0 Shares 25,000 Est. Cost $0.00 Unrealized -94.0%