Private Advisory Group LLC Quant / Systematic

CIK: 0001632965 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $470,131 (100.0% shares, 0.0% debt)

Holdings (197)

MSFT MICROSOFT CORP 6.3%
Value ($000) $29,703 Shares 103,028 Est. Cost $158.19 Unrealized +57.7%
AAPL APPLE INC 4.8%
Value ($000) $22,440 Shares 136,085 Est. Cost $102.54 Unrealized +41.9%
AMZN AMAZON COM INC 4.6%
Value ($000) $21,620 Shares 209,310 Est. Cost $118.20 Unrealized -18.3%
GOOG ALPHABET INC 3.7%
Value ($000) $17,361 Shares 166,931 Est. Cost $106.10 Unrealized -9.7%
META META PLATFORMS INC 3.2%
Value ($000) $14,905 Shares 70,325 Est. Cost $167.80 Unrealized +0.8%
NFLX NETFLIX INC 2.7%
Value ($000) $12,471 Shares 36,098 Est. Cost $22.18 Unrealized +49.2%
COST COSTCO WHSL CORP NEW 2.5%
Value ($000) $11,722 Shares 23,591 Est. Cost $350.51 Unrealized +34.5%
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $11,107 Shares 39,987 Est. Cost $19.18 Unrealized +12.7%
AMD ADVANCED MICRO DEVICES INC 2.3%
Value ($000) $10,950 Shares 111,721 Est. Cost $77.06 Unrealized +5.6%
HD HOME DEPOT INC 2.3%
Value ($000) $10,944 Shares 37,083 Est. Cost $239.46 Unrealized +18.9%
UNILEVER PLC 2.1%
Value ($000) $9,717 Shares 187,109 Est. Cost $45.58 Unrealized
BAC BANK AMERICA CORP 2.0%
Value ($000) $9,455 Shares 330,609 Est. Cost $30.58 Unrealized -0.0%
VOO VANGUARD INDEX FDS 1.9%
Value ($000) $9,117 Shares 24,243 Est. Cost $348.63 Unrealized
BIL SPDR SER TR 1.8%
Value ($000) $8,370 Shares 91,152 Est. Cost $91.48 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $8,016 Shares 19,500 Est. Cost $349.93 Unrealized
TGT TARGET CORP 1.7%
Value ($000) $7,899 Shares 47,688 Est. Cost $158.17 Unrealized -6.0%
RSP INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $7,637 Shares 52,806 Est. Cost $142.96 Unrealized
MCHI ISHARES TR 1.6%
Value ($000) $7,628 Shares 152,903 Est. Cost $45.54 Unrealized
TSLA TESLA INC 1.5%
Value ($000) $6,877 Shares 33,149 Est. Cost $251.44 Unrealized -30.6%
IEUR ISHARES TR 1.4%
Value ($000) $6,642 Shares 126,806 Est. Cost $39.54 Unrealized
IVW ISHARES TR 1.4%
Value ($000) $6,426 Shares 100,587 Est. Cost $76.22 Unrealized
VYM VANGUARD WHITEHALL FDS 1.4%
Value ($000) $6,359 Shares 60,272 Est. Cost $88.01 Unrealized
GSK GSK PLC 1.3%
Value ($000) $6,235 Shares 175,231 Est. Cost $29.43 Unrealized
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $6,189 Shares 13,096 Est. Cost $258.97 Unrealized +76.6%
KNG FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $5,575 Shares 108,370 Est. Cost $52.29 Unrealized
UNITED STATES STL CORP NEW 1.1%
Value ($000) $5,233 Shares 200,491 Est. Cost $20.40 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 1.0%
Value ($000) $4,729 Shares 147,679 Est. Cost $29.99 Unrealized
SCHW SCHWAB CHARLES CORP 1.0%
Value ($000) $4,546 Shares 86,798 Est. Cost $70.22 Unrealized 0.0%
BILL BILL HOLDINGS INC 0.9%
Value ($000) $4,359 Shares 53,725 Est. Cost $148.62 Unrealized -37.6%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $4,130 Shares 179,284 Est. Cost $23.04 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $4,080 Shares 104,904 Est. Cost $34.68 Unrealized -5.7%
TM TOYOTA MOTOR CORP 0.9%
Value ($000) $4,026 Shares 28,412 Est. Cost $136.79 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.8%
Value ($000) $3,759 Shares 457,294 Est. Cost $8.22 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $3,704 Shares 38,308 Est. Cost $104.00 Unrealized
FLOT ISHARES TR 0.8%
Value ($000) $3,580 Shares 71,051 Est. Cost $50.26 Unrealized
DB DEUTSCHE BANK A G 0.7%
Value ($000) $3,448 Shares 337,746 Est. Cost $10.96 Unrealized 0.0%
ALB ALBEMARLE CORP 0.7%
Value ($000) $3,244 Shares 14,678 Est. Cost $232.75 Unrealized +1.3%
EVGO EVGO INC 0.7%
Value ($000) $3,159 Shares 405,510 Est. Cost $5.88 Unrealized 0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $3,157 Shares 134,509 Est. Cost $22.04 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $3,097 Shares 9,650 Est. Cost $275.74 Unrealized
QS QUANTUMSCAPE CORP 0.7%
Value ($000) $3,063 Shares 374,449 Est. Cost $8.12 Unrealized 0.0%
FNK FIRST TR EXCHANGE-TRADED ALP 0.6%
Value ($000) $3,001 Shares 68,683 Est. Cost $44.64 Unrealized
HMC HONDA MOTOR LTD 0.6%
Value ($000) $2,964 Shares 111,885 Est. Cost $22.38 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,551 Shares 99,815 Est. Cost $25.27 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2,542 Shares 22,668 Est. Cost $112.15 Unrealized
ASML ASML HOLDING N V 0.5%
Value ($000) $2,514 Shares 3,693 Est. Cost $415.32 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,501 Shares 13,329 Est. Cost $187.64 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,489 Shares 34,121 Est. Cost $71.64 Unrealized
WALLBOX NV 0.5%
Value ($000) $2,447 Shares 500,313 Est. Cost $4.89 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.5%
Value ($000) $2,417 Shares 173,152 Est. Cost $20.25 Unrealized
CHARGEPOINT HOLDINGS INC 0.5%
Value ($000) $2,353 Shares 224,769 Est. Cost $10.47 Unrealized
IYH ISHARES TR 0.5%
Value ($000) $2,345 Shares 8,589 Est. Cost $257.94 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $2,293 Shares 15,420 Est. Cost $119.79 Unrealized +11.2%
T AT&T INC 0.5%
Value ($000) $2,166 Shares 112,530 Est. Cost $15.72 Unrealized +4.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,137 Shares 35,902 Est. Cost $59.47 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.5%
Value ($000) $2,134 Shares 21,198 Est. Cost $100.65 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,131 Shares 13,089 Est. Cost $162.77 Unrealized
USB US BANCORP DEL 0.5%
Value ($000) $2,123 Shares 58,892 Est. Cost $38.63 Unrealized 0.0%
V VISA INC 0.4%
Value ($000) $2,010 Shares 8,913 Est. Cost $196.26 Unrealized +11.0%
SHV ISHARES TR 0.4%
Value ($000) $1,936 Shares 17,520 Est. Cost $110.24 Unrealized
TLT ISHARES TR 0.4%
Value ($000) $1,898 Shares 17,842 Est. Cost $106.37 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,891 Shares 71,001 Est. Cost $25.12 Unrealized
SPLB SPDR SER TR 0.4%
Value ($000) $1,862 Shares 78,823 Est. Cost $23.62 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,809 Shares 24,723 Est. Cost $66.42 Unrealized
SO SOUTHERN CO 0.4%
Value ($000) $1,787 Shares 25,682 Est. Cost $63.03 Unrealized -3.7%
STLD STEEL DYNAMICS INC 0.4%
Value ($000) $1,717 Shares 15,188 Est. Cost $102.35 Unrealized +8.7%
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,695 Shares 37,470 Est. Cost $44.08 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $1,673 Shares 20,362 Est. Cost $83.24 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,609 Shares 20,874 Est. Cost $73.13 Unrealized -3.4%
XLI SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,589 Shares 15,701 Est. Cost $97.23 Unrealized
MMM 3M CO 0.3%
Value ($000) $1,530 Shares 14,556 Est. Cost $103.28 Unrealized -17.8%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,490 Shares 14,363 Est. Cost $104.13 Unrealized -8.6%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,439 Shares 3,116 Est. Cost $389.83 Unrealized +13.4%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,426 Shares 7,666 Est. Cost $151.64 Unrealized +6.4%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,417 Shares 17,106 Est. Cost $74.09 Unrealized
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,395 Shares 7,075 Est. Cost $148.98 Unrealized +14.5%
INTC INTEL CORP 0.3%
Value ($000) $1,343 Shares 41,104 Est. Cost $44.44 Unrealized -38.1%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,331 Shares 83,388 Est. Cost $15.96 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $1,235 Shares 39,552 Est. Cost $34.02 Unrealized
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $1,235 Shares 11,812 Est. Cost $85.73 Unrealized +9.3%
IYR ISHARES TR 0.2%
Value ($000) $1,100 Shares 12,955 Est. Cost $81.42 Unrealized
IYE ISHARES TR 0.2%
Value ($000) $1,097 Shares 25,083 Est. Cost $39.29 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,085 Shares 8,273 Est. Cost $112.10 Unrealized +7.7%
SPDR SER TR 0.2%
Value ($000) $1,024 Shares 12,191 Est. Cost $82.21 Unrealized
SLDP SOLID POWER INC 0.2%
Value ($000) $1,014 Shares 336,854 Est. Cost $3.02 Unrealized 0.0%
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $960 Shares 12,637 Est. Cost $72.63 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $948 Shares 8,619 Est. Cost $138.55 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $920 Shares 13,198 Est. Cost $56.63 Unrealized +7.9%
BHP BHP GROUP LTD 0.2%
Value ($000) $918 Shares 14,479 Est. Cost $63.41 Unrealized
JBL JABIL INC 0.2%
Value ($000) $870 Shares 9,871 Est. Cost $79.96 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $855 Shares 2,976 Est. Cost $270.16 Unrealized 0.0%
TFLO ISHARES TR 0.2%
Value ($000) $853 Shares 16,865 Est. Cost $50.41 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $850 Shares 13,947 Est. Cost $58.12 Unrealized
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $823 Shares 1,831 Est. Cost $69.90 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC 0.2%
Value ($000) $788 Shares 12,732 Est. Cost $50.20 Unrealized +19.2%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $786 Shares 1,119 Est. Cost $526.19 Unrealized +26.4%
FLEX FLEX LTD 0.2%
Value ($000) $773 Shares 33,607 Est. Cost $17.30 Unrealized 0.0%
SGI TEMPUR SEALY INTL INC 0.2%
Value ($000) $771 Shares 19,514 Est. Cost $39.78 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $763 Shares 16,935 Est. Cost $46.55 Unrealized
EWW ISHARES INC 0.2%
Value ($000) $742 Shares 12,461 Est. Cost $49.45 Unrealized
SCCO SOUTHERN COPPER CORP 0.2%
Value ($000) $726 Shares 9,525 Est. Cost $53.04 Unrealized +19.3%
NKE NIKE INC 0.2%
Value ($000) $720 Shares 5,867 Est. Cost $101.57 Unrealized +14.9%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $698 Shares 3,649 Est. Cost $97.68 Unrealized +89.1%
TSN TYSON FOODS INC 0.1%
Value ($000) $695 Shares 11,721 Est. Cost $68.36 Unrealized -18.9%
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $682 Shares 10,448 Est. Cost $65.32 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $679 Shares 4,634 Est. Cost $139.32 Unrealized -0.3%
COMT ISHARES U S ETF TR 0.1%
Value ($000) $678 Shares 25,076 Est. Cost $30.06 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $668 Shares 13,293 Est. Cost $50.27 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $629 Shares 4,167 Est. Cost $132.16 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $614 Shares 3,174 Est. Cost $171.75 Unrealized
VALE VALE S A 0.1%
Value ($000) $608 Shares 38,501 Est. Cost $15.78 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $606 Shares 2,431 Est. Cost $298.26 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $595 Shares 8,315 Est. Cost $71.52 Unrealized
ALG ALAMO GROUP INC 0.1%
Value ($000) $568 Shares 3,086 Est. Cost $161.68 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $545 Shares 3,949 Est. Cost $116.71 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $544 Shares 5,689 Est. Cost $65.91 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $542 Shares 1,656 Est. Cost $323.64 Unrealized 0.0%
DVLU FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $540 Shares 24,371 Est. Cost $22.41 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $522 Shares 27,547 Est. Cost $17.96 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $519 Shares 7,647 Est. Cost $62.49 Unrealized 0.0%
PWR QUANTA SVCS INC 0.1%
Value ($000) $517 Shares 3,102 Est. Cost $141.96 Unrealized +7.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $514 Shares 2,517 Est. Cost $214.18 Unrealized -11.5%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $512 Shares 1,533 Est. Cost $295.03 Unrealized 0.0%
IYJ ISHARES TR 0.1%
Value ($000) $501 Shares 5,002 Est. Cost $96.46 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $484 Shares 197 Est. Cost $1991.31 Unrealized +22.5%
MTUM ISHARES TR 0.1%
Value ($000) $483 Shares 3,474 Est. Cost $167.75 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $483 Shares 2,297 Est. Cost $171.96 Unrealized +10.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $472 Shares 3,701 Est. Cost $127.05 Unrealized -8.4%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $468 Shares 2,030 Est. Cost $230.48 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $457 Shares 1,331 Est. Cost $290.80 Unrealized +13.4%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $457 Shares 2,166 Est. Cost $221.66 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $457 Shares 8,793 Est. Cost $51.93 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $453 Shares 31,870 Est. Cost $15.79 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $451 Shares 4,503 Est. Cost $100.14 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $444 Shares 813 Est. Cost $513.25 Unrealized 0.0%
PNQI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $439 Shares 3,116 Est. Cost $112.24 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $434 Shares 19,854 Est. Cost $21.84 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $432 Shares 11,512 Est. Cost $28.41 Unrealized +12.4%
TPR TAPESTRY INC 0.1%
Value ($000) $431 Shares 9,999 Est. Cost $39.64 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $426 Shares 3,159 Est. Cost $106.44 Unrealized +10.5%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $424 Shares 3,793 Est. Cost $101.66 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $420 Shares 1,233 Est. Cost $164.72 Unrealized 0.0%
SNPS SYNOPSYS INC 0.1%
Value ($000) $410 Shares 1,062 Est. Cost $316.72 Unrealized +12.8%
BLACKROCK INC 0.1%
Value ($000) $410 Shares 612 Est. Cost $796.60 Unrealized
DBMF LITMAN GREGORY FDS TR 0.1%
Value ($000) $409 Shares 15,549 Est. Cost $26.30 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $404 Shares 24,954 Est. Cost $14.95 Unrealized +4.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $399 Shares 3,835 Est. Cost $82.52 Unrealized +17.6%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $397 Shares 10,638 Est. Cost $37.33 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $394 Shares 6,866 Est. Cost $53.46 Unrealized 0.0%
WWD WOODWARD INC 0.1%
Value ($000) $393 Shares 4,040 Est. Cost $92.33 Unrealized +6.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $389 Shares 2,511 Est. Cost $147.89 Unrealized 0.0%
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $386 Shares 11,999 Est. Cost $29.46 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $385 Shares 6,175 Est. Cost $62.01 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $383 Shares 17,052 Est. Cost $23.37 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $381 Shares 16,154 Est. Cost $25.25 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $379 Shares 2,078 Est. Cost $150.66 Unrealized +5.3%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $373 Shares 1,774 Est. Cost $175.46 Unrealized +23.4%
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $370 Shares 11,857 Est. Cost $27.87 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $370 Shares 16,475 Est. Cost $23.67 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $367 Shares 2,057 Est. Cost $178.40 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $362 Shares 2,712 Est. Cost $114.90 Unrealized +5.4%
IYZ ISHARES TR 0.1%
Value ($000) $353 Shares 15,262 Est. Cost $20.88 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $353 Shares 15,433 Est. Cost $23.74 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $347 Shares 2,397 Est. Cost $123.03 Unrealized +13.8%
MCK MCKESSON CORP 0.1%
Value ($000) $342 Shares 961 Est. Cost $321.03 Unrealized +10.9%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $342 Shares 2,330 Est. Cost $124.07 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $339 Shares 11,200 Est. Cost $25.00 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $336 Shares 2,113 Est. Cost $137.76 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $328 Shares 1,643 Est. Cost $166.88 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $321 Shares 2,147 Est. Cost $133.43 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $321 Shares 3,875 Est. Cost $82.68 Unrealized 0.0%
AIRR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $316 Shares 6,571 Est. Cost $38.19 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $314 Shares 18,307 Est. Cost $17.16 Unrealized
XDSQ INNOVATOR ETFS TR 0.1%
Value ($000) $299 Shares 11,248 Est. Cost $24.06 Unrealized
PMAY INNOVATOR ETFS TR 0.1%
Value ($000) $284 Shares 9,842 Est. Cost $28.82 Unrealized
XME SPDR SER TR 0.1%
Value ($000) $281 Shares 5,294 Est. Cost $53.16 Unrealized
PAUG INNOVATOR ETFS TR 0.1%
Value ($000) $273 Shares 9,260 Est. Cost $29.50 Unrealized
XES SPDR SER TR 0.1%
Value ($000) $269 Shares 3,578 Est. Cost $75.21 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $267 Shares 1,119 Est. Cost $131.02 Unrealized
NET CLOUDFLARE INC 0.1%
Value ($000) $258 Shares 4,192 Est. Cost $63.76 Unrealized -14.2%
XYLD GLOBAL X FDS 0.1%
Value ($000) $256 Shares 6,332 Est. Cost $42.25 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $238 Shares 1,102 Est. Cost $195.06 Unrealized
COPX GLOBAL X FDS 0.1%
Value ($000) $238 Shares 6,137 Est. Cost $35.43 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $237 Shares 3,629 Est. Cost $51.52 Unrealized +25.8%
QDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $236 Shares 11,377 Est. Cost $18.30 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $232 Shares 28,468 Est. Cost $6.10 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $227 Shares 4,350 Est. Cost $41.47 Unrealized +8.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $226 Shares 1,431 Est. Cost $136.24 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $223 Shares 5,009 Est. Cost $41.61 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $215 Shares 2,664 Est. Cost $80.78 Unrealized -7.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $211 Shares 2,269 Est. Cost $93.02 Unrealized
XSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $209 Shares 6,431 Est. Cost $30.92 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $202 Shares 4,211 Est. Cost $47.87 Unrealized
SNAP ONE HOLDINGS CORP 0.0%
Value ($000) $111 Shares 11,827 Est. Cost $14.71 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $76 Shares 14,349 Est. Cost $7.24 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $70 Shares 13,605 Est. Cost $6.47 Unrealized
CREDIT SUISSE GROUP 0.0%
Value ($000) $40 Shares 45,453 Est. Cost $0.89 Unrealized