Private Advisory Group LLC Quant / Systematic

CIK: 0001632965 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $506,007 (100.0% shares, 0.0% debt)

Holdings (195)

MSFT MICROSOFT CORP 5.9%
Value ($000) $30,013 Shares 95,054 Est. Cost $162.70 Unrealized +99.5%
AMZN AMAZON COM INC 4.7%
Value ($000) $23,857 Shares 187,675 Est. Cost $118.89 Unrealized +12.7%
AAPL APPLE INC 4.6%
Value ($000) $23,166 Shares 135,306 Est. Cost $107.56 Unrealized +68.6%
GOOG ALPHABET INC 3.9%
Value ($000) $19,908 Shares 150,987 Est. Cost $107.11 Unrealized +20.5%
META META PLATFORMS INC 3.9%
Value ($000) $19,906 Shares 66,307 Est. Cost $170.55 Unrealized +75.4%
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $13,486 Shares 31,003 Est. Cost $19.18 Unrealized +133.4%
TSLA TESLA INC 2.4%
Value ($000) $12,191 Shares 48,723 Est. Cost $242.46 Unrealized +5.9%
COST COSTCO WHSL CORP NEW 2.2%
Value ($000) $11,102 Shares 19,652 Est. Cost $350.51 Unrealized +51.8%
HD HOME DEPOT INC 2.0%
Value ($000) $10,300 Shares 34,087 Est. Cost $239.46 Unrealized +26.5%
NFLX NETFLIX INC 2.0%
Value ($000) $10,162 Shares 26,913 Est. Cost $22.18 Unrealized +91.1%
RSP INVESCO EXCHANGE TRADED FD T 1.9%
Value ($000) $9,643 Shares 68,058 Est. Cost $141.74 Unrealized
LLY ELI LILLY & CO 1.8%
Value ($000) $9,018 Shares 16,788 Est. Cost $407.51 Unrealized +24.4%
AMD ADVANCED MICRO DEVICES INC 1.8%
Value ($000) $8,944 Shares 86,984 Est. Cost $77.06 Unrealized +40.9%
UNILEVER PLC 1.7%
Value ($000) $8,788 Shares 177,896 Est. Cost $46.04 Unrealized
BAC BANK AMERICA CORP 1.7%
Value ($000) $8,718 Shares 318,398 Est. Cost $30.58 Unrealized -9.0%
QQEW FIRST TR NAS100 EQ WEIGHTED 1.7%
Value ($000) $8,566 Shares 82,376 Est. Cost $104.16 Unrealized
VYM VANGUARD WHITEHALL FDS 1.6%
Value ($000) $7,858 Shares 76,054 Est. Cost $91.60 Unrealized
XLK SELECT SECTOR SPDR TR 1.3%
Value ($000) $6,380 Shares 38,916 Est. Cost $166.79 Unrealized
FLOT ISHARES TR 1.2%
Value ($000) $6,012 Shares 118,130 Est. Cost $50.51 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 1.2%
Value ($000) $6,003 Shares 238,609 Est. Cost $23.62 Unrealized
TM TOYOTA MOTOR CORP 1.2%
Value ($000) $5,883 Shares 32,731 Est. Cost $140.32 Unrealized
TGT TARGET CORP 1.1%
Value ($000) $5,570 Shares 50,376 Est. Cost $154.77 Unrealized -24.8%
IEUR ISHARES TR 1.1%
Value ($000) $5,538 Shares 111,515 Est. Cost $39.54 Unrealized
LEN LENNAR CORP 1.0%
Value ($000) $5,220 Shares 46,514 Est. Cost $113.48 Unrealized 0.0%
USMV ISHARES TR 1.0%
Value ($000) $5,055 Shares 69,838 Est. Cost $72.38 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $4,848 Shares 11,289 Est. Cost $349.93 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $4,714 Shares 95,500 Est. Cost $51.57 Unrealized
SCHW SCHWAB CHARLES CORP 0.9%
Value ($000) $4,670 Shares 85,068 Est. Cost $70.22 Unrealized -16.7%
E ENI S P A 0.9%
Value ($000) $4,633 Shares 145,130 Est. Cost $31.92 Unrealized
BIL SPDR SER TR 0.9%
Value ($000) $4,496 Shares 48,964 Est. Cost $91.68 Unrealized
DB DEUTSCHE BANK A G 0.8%
Value ($000) $4,198 Shares 381,946 Est. Cost $10.80 Unrealized -5.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.8%
Value ($000) $4,018 Shares 46,235 Est. Cost $91.83 Unrealized
KBH KB HOME 0.8%
Value ($000) $4,012 Shares 86,686 Est. Cost $48.87 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $3,893 Shares 9,913 Est. Cost $348.63 Unrealized
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,824 Shares 29,707 Est. Cost $131.65 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $3,807 Shares 40,363 Est. Cost $103.64 Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $3,494 Shares 37,239 Est. Cost $93.83 Unrealized
HMC HONDA MOTOR LTD 0.7%
Value ($000) $3,466 Shares 103,019 Est. Cost $22.38 Unrealized
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $3,462 Shares 48,922 Est. Cost $68.75 Unrealized
ASML ASML HOLDING N V 0.7%
Value ($000) $3,375 Shares 5,733 Est. Cost $520.99 Unrealized
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $3,336 Shares 48,071 Est. Cost $65.02 Unrealized +3.4%
DSEP FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $3,241 Shares 95,196 Est. Cost $29.99 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $3,233 Shares 47,254 Est. Cost $76.22 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $3,232 Shares 54,399 Est. Cost $59.44 Unrealized
PPH VANECK ETF TRUST 0.6%
Value ($000) $3,057 Shares 38,278 Est. Cost $78.77 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $3,044 Shares 41,341 Est. Cost $73.15 Unrealized
FICO FAIR ISAAC CORP 0.6%
Value ($000) $3,033 Shares 3,493 Est. Cost $694.85 Unrealized +23.5%
UNITED STATES STL CORP NEW 0.6%
Value ($000) $2,921 Shares 89,947 Est. Cost $20.40 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,889 Shares 102,325 Est. Cost $28.23 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value ($000) $2,871 Shares 18,054 Est. Cost $155.90 Unrealized +1.9%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $2,767 Shares 15,801 Est. Cost $164.40 Unrealized +7.6%
TOTALENERGIES SE 0.5%
Value ($000) $2,762 Shares 42,000 Est. Cost $65.76 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,687 Shares 26,500 Est. Cost $101.31 Unrealized
QQQ INVESCO QQQ TR 0.5%
Value ($000) $2,634 Shares 7,353 Est. Cost $299.36 Unrealized
QS QUANTUMSCAPE CORP 0.5%
Value ($000) $2,632 Shares 393,395 Est. Cost $8.00 Unrealized +1.8%
RIO RIO TINTO PLC 0.5%
Value ($000) $2,529 Shares 39,736 Est. Cost $63.64 Unrealized
EMXC ISHARES INC 0.5%
Value ($000) $2,491 Shares 49,994 Est. Cost $51.98 Unrealized
BHP BHP GROUP LTD 0.5%
Value ($000) $2,448 Shares 43,046 Est. Cost $60.92 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $2,273 Shares 15,585 Est. Cost $120.65 Unrealized +19.4%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,203 Shares 24,375 Est. Cost $76.68 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,201 Shares 57,474 Est. Cost $70.23 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,197 Shares 48,030 Est. Cost $45.74 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.4%
Value ($000) $2,196 Shares 164,852 Est. Cost $20.25 Unrealized
DHI D R HORTON INC 0.4%
Value ($000) $2,192 Shares 20,396 Est. Cost $116.99 Unrealized 0.0%
DWAS INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $2,162 Shares 28,781 Est. Cost $77.90 Unrealized
IBND SPDR SER TR 0.4%
Value ($000) $2,149 Shares 79,210 Est. Cost $27.13 Unrealized
MCHI ISHARES TR 0.4%
Value ($000) $2,148 Shares 49,618 Est. Cost $45.54 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,145 Shares 50,978 Est. Cost $73.17 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $2,100 Shares 16,048 Est. Cost $106.17 Unrealized +20.9%
SHV ISHARES TR 0.4%
Value ($000) $2,046 Shares 18,517 Est. Cost $110.26 Unrealized
NET CLOUDFLARE INC 0.4%
Value ($000) $2,010 Shares 31,888 Est. Cost $60.27 Unrealized +6.2%
EMLP FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,919 Shares 72,626 Est. Cost $25.28 Unrealized
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $1,916 Shares 17,330 Est. Cost $75.71 Unrealized +17.1%
AVGO BROADCOM INC 0.4%
Value ($000) $1,867 Shares 2,247 Est. Cost $71.30 Unrealized +17.8%
TFLO ISHARES TR 0.4%
Value ($000) $1,816 Shares 35,788 Est. Cost $50.56 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $1,746 Shares 9,878 Est. Cost $184.53 Unrealized
GSK GSK PLC 0.3%
Value ($000) $1,667 Shares 45,979 Est. Cost $30.92 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $1,610 Shares 6,850 Est. Cost $226.23 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.3%
Value ($000) $1,609 Shares 17,459 Est. Cost $72.00 Unrealized +36.7%
SO SOUTHERN CO 0.3%
Value ($000) $1,603 Shares 24,770 Est. Cost $63.03 Unrealized +1.2%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,577 Shares 48,662 Est. Cost $34.44 Unrealized -15.8%
INTC INTEL CORP 0.3%
Value ($000) $1,557 Shares 43,794 Est. Cost $43.68 Unrealized -21.7%
NKE NIKE INC 0.3%
Value ($000) $1,460 Shares 15,267 Est. Cost $107.58 Unrealized -8.7%
SCCO SOUTHERN COPPER CORP 0.3%
Value ($000) $1,420 Shares 18,861 Est. Cost $58.82 Unrealized +18.7%
VIOO VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $1,392 Shares 15,923 Est. Cost $91.09 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,349 Shares 23,545 Est. Cost $72.62 Unrealized -11.3%
DVOL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,334 Shares 53,468 Est. Cost $25.51 Unrealized
V VISA INC 0.2%
Value ($000) $1,223 Shares 5,317 Est. Cost $199.19 Unrealized +18.6%
FTLS FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,174 Shares 22,087 Est. Cost $52.79 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,141 Shares 34,400 Est. Cost $33.67 Unrealized
SNPS SYNOPSYS INC 0.2%
Value ($000) $1,136 Shares 2,475 Est. Cost $377.15 Unrealized +18.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,096 Shares 6,870 Est. Cost $162.61 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,029 Shares 13,369 Est. Cost $73.27 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,021 Shares 7,279 Est. Cost $112.10 Unrealized +17.5%
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $985 Shares 9,837 Est. Cost $100.10 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $967 Shares 39,503 Est. Cost $22.04 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $952 Shares 5,792 Est. Cost $191.35 Unrealized -12.4%
JBL JABIL INC 0.2%
Value ($000) $951 Shares 7,494 Est. Cost $79.96 Unrealized +36.0%
IYE ISHARES TR 0.2%
Value ($000) $911 Shares 19,216 Est. Cost $39.29 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $909 Shares 13,860 Est. Cost $65.08 Unrealized
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $902 Shares 11,234 Est. Cost $81.24 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $878 Shares 1,995 Est. Cost $389.83 Unrealized +8.2%
T AT&T INC 0.2%
Value ($000) $878 Shares 58,448 Est. Cost $15.62 Unrealized -17.1%
USFR WISDOMTREE TR 0.2%
Value ($000) $875 Shares 17,380 Est. Cost $50.29 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $850 Shares 7,753 Est. Cost $138.55 Unrealized
SLDP SOLID POWER INC 0.2%
Value ($000) $848 Shares 420,035 Est. Cost $2.85 Unrealized -17.0%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $832 Shares 3,649 Est. Cost $97.68 Unrealized +124.3%
CHARGEPOINT HOLDINGS INC 0.2%
Value ($000) $829 Shares 166,736 Est. Cost $10.47 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $801 Shares 437 Est. Cost $39.53 Unrealized -1.4%
IWC ISHARES TR 0.2%
Value ($000) $799 Shares 7,987 Est. Cost $109.14 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $795 Shares 17,957 Est. Cost $44.84 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $781 Shares 3,333 Est. Cost $201.07 Unrealized +16.4%
PAG PENSKE AUTOMOTIVE GRP INC 0.2%
Value ($000) $776 Shares 4,645 Est. Cost $145.07 Unrealized +15.3%
DVLU FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $775 Shares 33,925 Est. Cost $22.71 Unrealized
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $774 Shares 1,506 Est. Cost $69.90 Unrealized +28.1%
CLH CLEAN HARBORS INC 0.2%
Value ($000) $771 Shares 4,609 Est. Cost $146.18 Unrealized +15.3%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $765 Shares 248 Est. Cost $2599.14 Unrealized +14.6%
FXD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $754 Shares 14,778 Est. Cost $51.83 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $753 Shares 9,453 Est. Cost $66.06 Unrealized +12.0%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $735 Shares 4,316 Est. Cost $147.22 Unrealized +18.2%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $666 Shares 11,322 Est. Cost $62.43 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $660 Shares 2,424 Est. Cost $298.26 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $657 Shares 14,295 Est. Cost $45.68 Unrealized 0.0%
TMHC TAYLOR MORRISON HOME CORP 0.1%
Value ($000) $657 Shares 15,420 Est. Cost $43.06 Unrealized +9.2%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $629 Shares 13,688 Est. Cost $47.10 Unrealized
GREK GLOBAL X FDS 0.1%
Value ($000) $617 Shares 18,574 Est. Cost $36.79 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $610 Shares 3,263 Est. Cost $144.91 Unrealized +37.9%
EPOL ISHARES TR 0.1%
Value ($000) $599 Shares 35,013 Est. Cost $17.11 Unrealized
SAIA SAIA INC 0.1%
Value ($000) $593 Shares 1,488 Est. Cost $403.42 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $550 Shares 217 Est. Cost $2129.80 Unrealized +17.8%
ALG ALAMO GROUP INC 0.1%
Value ($000) $547 Shares 3,165 Est. Cost $162.05 Unrealized +8.9%
PCG PG&E CORP 0.1%
Value ($000) $538 Shares 33,326 Est. Cost $15.45 Unrealized +9.9%
URI UNITED RENTALS INC 0.1%
Value ($000) $532 Shares 1,196 Est. Cost $376.22 Unrealized +19.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $514 Shares 1,256 Est. Cost $199.48 Unrealized 0.0%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $508 Shares 8,769 Est. Cost $58.12 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $507 Shares 6,845 Est. Cost $78.26 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $503 Shares 5,441 Est. Cost $85.73 Unrealized +12.7%
WWD WOODWARD INC 0.1%
Value ($000) $502 Shares 4,040 Est. Cost $92.33 Unrealized +33.2%
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $485 Shares 2,656 Est. Cost $171.75 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $464 Shares 2,883 Est. Cost $142.38 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $462 Shares 5,577 Est. Cost $88.57 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $451 Shares 6,667 Est. Cost $71.19 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $448 Shares 2,642 Est. Cost $154.41 Unrealized +8.3%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $447 Shares 13,108 Est. Cost $37.69 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $446 Shares 2,142 Est. Cost $221.66 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $441 Shares 1,788 Est. Cost $234.40 Unrealized
BLACKROCK INC 0.1%
Value ($000) $441 Shares 682 Est. Cost $783.22 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $428 Shares 3,053 Est. Cost $125.55 Unrealized +6.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $418 Shares 3,027 Est. Cost $116.71 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $415 Shares 18,472 Est. Cost $23.31 Unrealized
XAR SPDR SER TR 0.1%
Value ($000) $412 Shares 3,678 Est. Cost $121.53 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $412 Shares 3,706 Est. Cost $127.05 Unrealized -13.4%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $410 Shares 18,119 Est. Cost $23.59 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $410 Shares 18,237 Est. Cost $23.21 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $402 Shares 17,087 Est. Cost $25.16 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $401 Shares 2,576 Est. Cost $148.45 Unrealized +3.3%
IYJ ISHARES TR 0.1%
Value ($000) $397 Shares 3,933 Est. Cost $96.46 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $393 Shares 10,641 Est. Cost $38.84 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $387 Shares 11,755 Est. Cost $27.87 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $384 Shares 4,226 Est. Cost $114.35 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $370 Shares 17,279 Est. Cost $21.81 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $366 Shares 841 Est. Cost $326.61 Unrealized +27.6%
CRM SALESFORCE INC 0.1%
Value ($000) $361 Shares 1,781 Est. Cost $184.73 Unrealized +15.6%
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $359 Shares 10,843 Est. Cost $29.65 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $352 Shares 2,712 Est. Cost $114.90 Unrealized +15.8%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $345 Shares 2,317 Est. Cost $124.07 Unrealized
XRT SPDR SER TR 0.1%
Value ($000) $343 Shares 5,634 Est. Cost $62.86 Unrealized
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $325 Shares 11,200 Est. Cost $25.00 Unrealized
BLD TOPBUILD CORP 0.1%
Value ($000) $311 Shares 1,235 Est. Cost $275.46 Unrealized 0.0%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $308 Shares 2,431 Est. Cost $112.89 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $297 Shares 1,387 Est. Cost $200.67 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $285 Shares 5,531 Est. Cost $38.19 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $272 Shares 12,030 Est. Cost $18.95 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $272 Shares 2,981 Est. Cost $82.91 Unrealized +11.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $261 Shares 1,547 Est. Cost $145.76 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $256 Shares 3,720 Est. Cost $74.03 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $254 Shares 2,681 Est. Cost $82.68 Unrealized +2.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $251 Shares 4,664 Est. Cost $42.06 Unrealized +19.6%
QQXT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $250 Shares 3,070 Est. Cost $84.34 Unrealized
DWAW ADVISORSHARES TR 0.0%
Value ($000) $249 Shares 8,222 Est. Cost $31.50 Unrealized
XHB SPDR SER TR 0.0%
Value ($000) $242 Shares 3,156 Est. Cost $76.57 Unrealized
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $237 Shares 3,381 Est. Cost $70.10 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $234 Shares 999 Est. Cost $104.05 Unrealized +13.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $229 Shares 871 Est. Cost $269.51 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $229 Shares 1,150 Est. Cost $196.69 Unrealized 0.0%
COPX GLOBAL X FDS 0.0%
Value ($000) $223 Shares 6,137 Est. Cost $35.43 Unrealized
XES SPDR SER TR 0.0%
Value ($000) $222 Shares 2,315 Est. Cost $95.78 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $222 Shares 4,759 Est. Cost $41.61 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $214 Shares 2,000 Est. Cost $97.43 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $213 Shares 1,774 Est. Cost $175.46 Unrealized -18.8%
SNAP ONE HOLDINGS CORP 0.0%
Value ($000) $109 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) $69 Shares 13,605 Est. Cost $6.47 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $69 Shares 12,621 Est. Cost $8.22 Unrealized
EVGO EVGO INC 0.0%
Value ($000) $55 Shares 16,402 Est. Cost $5.88 Unrealized -30.0%