Private Advisory Group LLC Quant / Systematic

CIK: 0001632965 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jan 12, 2024

Total Value ($000): $504,808 (100.0% shares, 0.0% debt)

Holdings (202)

MSFT MICROSOFT CORP 6.2%
Value ($000) $31,491 Shares 92,474 Est. Cost $158.19 Unrealized +94.2%
AAPL APPLE INC 4.9%
Value ($000) $24,574 Shares 126,691 Est. Cost $102.54 Unrealized +67.8%
AMZN AMAZON COM INC 4.6%
Value ($000) $23,408 Shares 179,565 Est. Cost $118.20 Unrealized -3.4%
META META PLATFORMS INC 3.7%
Value ($000) $18,630 Shares 64,919 Est. Cost $167.80 Unrealized +46.0%
GOOG ALPHABET INC 3.5%
Value ($000) $17,461 Shares 144,345 Est. Cost $106.10 Unrealized +8.3%
NVDA NVIDIA CORPORATION 2.7%
Value ($000) $13,458 Shares 31,814 Est. Cost $19.18 Unrealized +73.0%
COST COSTCO WHSL CORP NEW 2.5%
Value ($000) $12,620 Shares 23,440 Est. Cost $350.51 Unrealized +39.0%
NFLX NETFLIX INC 2.4%
Value ($000) $11,873 Shares 26,955 Est. Cost $22.18 Unrealized +66.1%
TSLA TESLA INC 2.2%
Value ($000) $11,079 Shares 42,322 Est. Cost $240.28 Unrealized -16.8%
HD HOME DEPOT INC 2.2%
Value ($000) $11,066 Shares 35,624 Est. Cost $239.46 Unrealized +15.4%
AMD ADVANCED MICRO DEVICES INC 2.0%
Value ($000) $10,319 Shares 90,586 Est. Cost $77.06 Unrealized +35.0%
VOO VANGUARD INDEX FDS 1.9%
Value ($000) $9,794 Shares 24,049 Est. Cost $348.63 Unrealized
BAC BANK AMERICA CORP 1.8%
Value ($000) $9,318 Shares 324,783 Est. Cost $30.58 Unrealized -13.0%
UNILEVER PLC 1.6%
Value ($000) $8,154 Shares 156,414 Est. Cost $45.58 Unrealized
VYM VANGUARD WHITEHALL FDS 1.5%
Value ($000) $7,600 Shares 71,654 Est. Cost $90.88 Unrealized
LLY LILLY ELI & CO 1.5%
Value ($000) $7,410 Shares 15,800 Est. Cost $401.31 Unrealized +2.5%
IVV ISHARES TR 1.4%
Value ($000) $6,942 Shares 15,574 Est. Cost $349.93 Unrealized
IVW ISHARES TR 1.3%
Value ($000) $6,656 Shares 94,443 Est. Cost $76.22 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $6,346 Shares 253,531 Est. Cost $23.62 Unrealized
TGT TARGET CORP 1.2%
Value ($000) $6,105 Shares 46,285 Est. Cost $158.17 Unrealized -14.7%
IEUR ISHARES TR 1.2%
Value ($000) $5,864 Shares 111,419 Est. Cost $39.54 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 1.1%
Value ($000) $5,367 Shares 50,203 Est. Cost $104.26 Unrealized
TM TOYOTA MOTOR CORP 1.0%
Value ($000) $5,161 Shares 32,105 Est. Cost $139.55 Unrealized
UNITED STATES STL CORP NEW 1.0%
Value ($000) $5,040 Shares 201,501 Est. Cost $20.40 Unrealized
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $4,988 Shares 28,691 Est. Cost $167.80 Unrealized
SCHW SCHWAB CHARLES CORP 1.0%
Value ($000) $4,967 Shares 87,624 Est. Cost $70.22 Unrealized -28.2%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $4,767 Shares 12,904 Est. Cost $299.36 Unrealized
ALB ALBEMARLE CORP 0.8%
Value ($000) $4,258 Shares 19,088 Est. Cost $224.27 Unrealized -12.6%
IJR ISHARES TR 0.8%
Value ($000) $4,168 Shares 41,828 Est. Cost $103.64 Unrealized
DB DEUTSCHE BANK A G 0.8%
Value ($000) $4,111 Shares 390,417 Est. Cost $10.80 Unrealized -9.3%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $4,053 Shares 60,741 Est. Cost $68.02 Unrealized 0.0%
ASML ASML HOLDING N V 0.8%
Value ($000) $4,019 Shares 5,546 Est. Cost $518.71 Unrealized
FLOT ISHARES TR 0.8%
Value ($000) $3,937 Shares 77,476 Est. Cost $50.30 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $3,891 Shares 65,487 Est. Cost $59.44 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $3,802 Shares 71,941 Est. Cost $52.29 Unrealized
MCHI ISHARES TR 0.8%
Value ($000) $3,800 Shares 84,946 Est. Cost $45.54 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.7%
Value ($000) $3,601 Shares 264,669 Est. Cost $13.87 Unrealized
QS QUANTUMSCAPE CORP 0.7%
Value ($000) $3,340 Shares 418,019 Est. Cost $8.00 Unrealized -13.0%
DSEP FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $3,331 Shares 97,386 Est. Cost $29.99 Unrealized
DVOL FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $3,331 Shares 126,176 Est. Cost $25.51 Unrealized
HMC HONDA MOTOR LTD 0.6%
Value ($000) $3,213 Shares 105,990 Est. Cost $22.38 Unrealized
TXN TEXAS INSTRS INC 0.6%
Value ($000) $3,063 Shares 17,015 Est. Cost $155.72 Unrealized +2.1%
PPH VANECK ETF TRUST 0.6%
Value ($000) $3,005 Shares 38,151 Est. Cost $78.77 Unrealized
XLV SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,880 Shares 21,695 Est. Cost $132.73 Unrealized
ADI ANALOG DEVICES INC 0.6%
Value ($000) $2,858 Shares 14,670 Est. Cost $163.43 Unrealized +8.2%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $2,855 Shares 39,136 Est. Cost $64.52 Unrealized +6.2%
XLI SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,827 Shares 26,343 Est. Cost $101.31 Unrealized
BHP BHP GROUP LTD 0.5%
Value ($000) $2,587 Shares 43,357 Est. Cost $60.92 Unrealized
EMXC ISHARES INC 0.5%
Value ($000) $2,586 Shares 49,754 Est. Cost $51.98 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $2,536 Shares 5,721 Est. Cost $443.28 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,514 Shares 12,291 Est. Cost $187.64 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,477 Shares 52,587 Est. Cost $47.10 Unrealized
FICO FAIR ISAAC CORP 0.5%
Value ($000) $2,391 Shares 2,955 Est. Cost $665.11 Unrealized +12.7%
FIRST TR HIGH YIELD OPPRT 20 0.5%
Value ($000) $2,360 Shares 171,983 Est. Cost $20.25 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,281 Shares 16,538 Est. Cost $137.92 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $2,281 Shares 15,031 Est. Cost $119.79 Unrealized +18.0%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,191 Shares 26,989 Est. Cost $76.68 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.4%
Value ($000) $2,152 Shares 232,422 Est. Cost $8.22 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $2,104 Shares 87,037 Est. Cost $24.17 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,093 Shares 77,514 Est. Cost $25.28 Unrealized
VALE VALE S A 0.4%
Value ($000) $2,083 Shares 155,219 Est. Cost $14.01 Unrealized
NET CLOUDFLARE INC 0.4%
Value ($000) $2,060 Shares 31,513 Est. Cost $60.22 Unrealized -0.9%
BIL SPDR SER TR 0.4%
Value ($000) $1,915 Shares 20,858 Est. Cost $91.48 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.4%
Value ($000) $1,902 Shares 18,333 Est. Cost $72.00 Unrealized +7.0%
SHV ISHARES TR 0.4%
Value ($000) $1,884 Shares 17,053 Est. Cost $110.24 Unrealized
IEI ISHARES TR 0.4%
Value ($000) $1,838 Shares 15,949 Est. Cost $115.26 Unrealized
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $1,805 Shares 16,432 Est. Cost $75.01 Unrealized +6.4%
SO SOUTHERN CO 0.4%
Value ($000) $1,789 Shares 25,462 Est. Cost $63.03 Unrealized +3.6%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,788 Shares 14,935 Est. Cost $104.52 Unrealized +9.3%
TLT ISHARES TR 0.4%
Value ($000) $1,772 Shares 17,217 Est. Cost $106.37 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $1,769 Shares 17,530 Est. Cost $99.90 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $1,756 Shares 21,661 Est. Cost $83.11 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,754 Shares 22,277 Est. Cost $78.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,734 Shares 46,617 Est. Cost $34.68 Unrealized -10.0%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,697 Shares 22,877 Est. Cost $72.85 Unrealized -3.9%
IWM ISHARES TR 0.3%
Value ($000) $1,694 Shares 9,045 Est. Cost $185.25 Unrealized
NKE NIKE INC 0.3%
Value ($000) $1,685 Shares 15,267 Est. Cost $107.58 Unrealized +3.5%
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $1,677 Shares 6,850 Est. Cost $226.23 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,644 Shares 22,640 Est. Cost $66.42 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,620 Shares 1,868 Est. Cost $68.73 Unrealized 0.0%
CHARGEPOINT HOLDINGS INC 0.3%
Value ($000) $1,597 Shares 181,716 Est. Cost $10.47 Unrealized
TFLO ISHARES TR 0.3%
Value ($000) $1,521 Shares 30,026 Est. Cost $50.52 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $1,486 Shares 6,336 Est. Cost $201.07 Unrealized +8.2%
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,447 Shares 57,784 Est. Cost $22.04 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1,432 Shares 42,812 Est. Cost $43.90 Unrealized -30.0%
SCCO SOUTHERN COPPER CORP 0.3%
Value ($000) $1,388 Shares 19,353 Est. Cost $58.82 Unrealized +9.5%
FTLS FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,350 Shares 25,575 Est. Cost $52.79 Unrealized
ACGL ARCH CAP GROUP LTD 0.3%
Value ($000) $1,329 Shares 17,754 Est. Cost $66.06 Unrealized +4.1%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,327 Shares 6,844 Est. Cost $191.35 Unrealized -6.9%
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $1,300 Shares 11,312 Est. Cost $85.73 Unrealized +23.6%
GSK GSK PLC 0.3%
Value ($000) $1,282 Shares 35,975 Est. Cost $29.43 Unrealized
EVGO EVGO INC 0.2%
Value ($000) $1,244 Shares 310,931 Est. Cost $5.88 Unrealized -13.2%
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,203 Shares 13,095 Est. Cost $91.89 Unrealized
V VISA INC 0.2%
Value ($000) $1,170 Shares 4,927 Est. Cost $196.26 Unrealized +14.4%
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,129 Shares 11,285 Est. Cost $100.10 Unrealized
SLDP SOLID POWER INC 0.2%
Value ($000) $1,114 Shares 438,608 Est. Cost $2.85 Unrealized -19.1%
MMM 3M CO 0.2%
Value ($000) $1,087 Shares 10,858 Est. Cost $103.28 Unrealized -24.9%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,068 Shares 31,668 Est. Cost $33.71 Unrealized
JBL JABIL INC 0.2%
Value ($000) $1,008 Shares 9,343 Est. Cost $79.96 Unrealized +9.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,003 Shares 7,498 Est. Cost $112.10 Unrealized +5.3%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $995 Shares 6,107 Est. Cost $162.99 Unrealized
RMBS RAMBUS INC DEL 0.2%
Value ($000) $979 Shares 15,255 Est. Cost $55.06 Unrealized 0.0%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $965 Shares 14,828 Est. Cost $65.08 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $926 Shares 11,426 Est. Cost $72.63 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $916 Shares 2,009 Est. Cost $389.83 Unrealized +11.3%
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $913 Shares 11,234 Est. Cost $81.24 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.2%
Value ($000) $909 Shares 5,453 Est. Cost $145.07 Unrealized 0.0%
IJT ISHARES TR 0.2%
Value ($000) $906 Shares 7,879 Est. Cost $138.55 Unrealized
T AT&T INC 0.2%
Value ($000) $898 Shares 56,291 Est. Cost $15.72 Unrealized -6.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $890 Shares 416 Est. Cost $39.56 Unrealized 0.0%
MTH MERITAGE HOMES CORP 0.2%
Value ($000) $886 Shares 6,225 Est. Cost $62.76 Unrealized 0.0%
IWC ISHARES TR 0.2%
Value ($000) $858 Shares 7,848 Est. Cost $109.30 Unrealized
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $837 Shares 1,587 Est. Cost $69.90 Unrealized +15.0%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $837 Shares 310 Est. Cost $2599.14 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $837 Shares 3,274 Est. Cost $104.05 Unrealized 0.0%
SUPER MICRO COMPUTER INC 0.2%
Value ($000) $828 Shares 3,322 Est. Cost $249.25 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $828 Shares 13,180 Est. Cost $62.43 Unrealized
IYE ISHARES TR 0.2%
Value ($000) $825 Shares 19,269 Est. Cost $39.29 Unrealized
CLH CLEAN HARBORS INC 0.2%
Value ($000) $809 Shares 4,917 Est. Cost $146.18 Unrealized 0.0%
SNPS SYNOPSYS INC 0.2%
Value ($000) $806 Shares 1,850 Est. Cost $353.38 Unrealized +14.0%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $801 Shares 3,649 Est. Cost $97.68 Unrealized +108.0%
DVLU FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $770 Shares 32,695 Est. Cost $22.70 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.2%
Value ($000) $760 Shares 15,593 Est. Cost $43.06 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $757 Shares 10,085 Est. Cost $71.64 Unrealized
FIX COMFORT SYS USA INC 0.1%
Value ($000) $730 Shares 4,444 Est. Cost $147.22 Unrealized 0.0%
XAR SPDR SER TR 0.1%
Value ($000) $720 Shares 5,928 Est. Cost $121.53 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $712 Shares 3,372 Est. Cost $184.73 Unrealized +9.2%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $688 Shares 2,431 Est. Cost $298.26 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $685 Shares 7,735 Est. Cost $88.57 Unrealized
QQXT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $655 Shares 7,769 Est. Cost $84.34 Unrealized
GREK GLOBAL X FDS 0.1%
Value ($000) $630 Shares 16,970 Est. Cost $37.13 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $615 Shares 16,309 Est. Cost $37.69 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $608 Shares 3,097 Est. Cost $141.96 Unrealized +22.5%
USFR WISDOMTREE TR 0.1%
Value ($000) $581 Shares 11,556 Est. Cost $50.27 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $576 Shares 7,951 Est. Cost $71.52 Unrealized
DBJP DBX ETF TR 0.1%
Value ($000) $574 Shares 9,752 Est. Cost $58.84 Unrealized
ALG ALAMO GROUP INC 0.1%
Value ($000) $568 Shares 3,086 Est. Cost $161.68 Unrealized +8.5%
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $560 Shares 27,728 Est. Cost $17.96 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $550 Shares 3,872 Est. Cost $116.71 Unrealized
TPR TAPESTRY INC 0.1%
Value ($000) $545 Shares 12,735 Est. Cost $39.45 Unrealized -1.8%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $543 Shares 8,808 Est. Cost $58.12 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $539 Shares 9,765 Est. Cost $52.26 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $530 Shares 2,728 Est. Cost $171.75 Unrealized
DBP INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $509 Shares 10,306 Est. Cost $49.35 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $483 Shares 4,574 Est. Cost $102.10 Unrealized +2.1%
WWD WOODWARD INC 0.1%
Value ($000) $480 Shares 4,040 Est. Cost $92.33 Unrealized +12.9%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $475 Shares 2,157 Est. Cost $221.66 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $473 Shares 6,646 Est. Cost $71.19 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $471 Shares 2,773 Est. Cost $141.64 Unrealized
PCG PG&E CORP 0.1%
Value ($000) $448 Shares 25,932 Est. Cost $15.02 Unrealized +11.5%
BLACKROCK INC 0.1%
Value ($000) $444 Shares 643 Est. Cost $791.52 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $441 Shares 3,701 Est. Cost $127.05 Unrealized -14.7%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $440 Shares 2,941 Est. Cost $142.96 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $439 Shares 986 Est. Cost $361.03 Unrealized 0.0%
XJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $421 Shares 12,595 Est. Cost $29.65 Unrealized
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $421 Shares 7,259 Est. Cost $53.63 Unrealized +5.3%
IYJ ISHARES TR 0.1%
Value ($000) $417 Shares 3,933 Est. Cost $96.46 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $417 Shares 2,249 Est. Cost $152.18 Unrealized +12.1%
SPSM SPDR SER TR 0.1%
Value ($000) $413 Shares 10,641 Est. Cost $38.84 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $402 Shares 2,712 Est. Cost $114.90 Unrealized +14.6%
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $401 Shares 17,764 Est. Cost $23.34 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $396 Shares 159 Est. Cost $1991.31 Unrealized +28.1%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $396 Shares 17,381 Est. Cost $23.63 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $390 Shares 3,940 Est. Cost $82.91 Unrealized +17.3%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $389 Shares 16,561 Est. Cost $25.21 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $389 Shares 11,928 Est. Cost $27.87 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $383 Shares 2,598 Est. Cost $147.23 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $382 Shares 2,753 Est. Cost $124.65 Unrealized +8.8%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $382 Shares 2,305 Est. Cost $147.89 Unrealized +0.7%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $363 Shares 2,330 Est. Cost $124.07 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $361 Shares 20,343 Est. Cost $17.22 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $353 Shares 16,332 Est. Cost $21.84 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $346 Shares 1,360 Est. Cost $230.48 Unrealized
EVX VANECK ETF TRUST 0.1%
Value ($000) $343 Shares 2,120 Est. Cost $161.59 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $342 Shares 2,113 Est. Cost $137.76 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $338 Shares 792 Est. Cost $321.03 Unrealized +18.2%
DMLP DORCHESTER MINERALS LP 0.1%
Value ($000) $336 Shares 11,200 Est. Cost $25.00 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $318 Shares 5,880 Est. Cost $38.19 Unrealized
FSZ FIRST TR EXCH TRD ALPHDX FD 0.1%
Value ($000) $305 Shares 5,077 Est. Cost $60.04 Unrealized
XYLD GLOBAL X FDS 0.1%
Value ($000) $297 Shares 7,241 Est. Cost $42.10 Unrealized
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $297 Shares 1,774 Est. Cost $175.46 Unrealized +1.8%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $288 Shares 1,252 Est. Cost $199.22 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $274 Shares 2,431 Est. Cost $112.89 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $271 Shares 1,881 Est. Cost $167.75 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $268 Shares 3,620 Est. Cost $74.17 Unrealized
XDSQ INNOVATOR ETFS TR 0.1%
Value ($000) $265 Shares 9,254 Est. Cost $24.06 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $254 Shares 11,288 Est. Cost $23.67 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $249 Shares 3,904 Est. Cost $63.75 Unrealized
PMAY INNOVATOR ETFS TR 0.0%
Value ($000) $244 Shares 8,181 Est. Cost $28.82 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $241 Shares 5,009 Est. Cost $41.61 Unrealized
DWAW ADVISORSHARES TR 0.0%
Value ($000) $237 Shares 7,506 Est. Cost $31.62 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $237 Shares 2,681 Est. Cost $82.68 Unrealized -11.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $235 Shares 2,664 Est. Cost $80.78 Unrealized -1.7%
COPX GLOBAL X FDS 0.0%
Value ($000) $231 Shares 6,137 Est. Cost $35.43 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $229 Shares 10,217 Est. Cost $18.30 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $225 Shares 4,350 Est. Cost $41.47 Unrealized +9.8%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $214 Shares 4,487 Est. Cost $47.86 Unrealized
PAUG INNOVATOR ETFS TR 0.0%
Value ($000) $210 Shares 6,715 Est. Cost $29.50 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $201 Shares 4,277 Est. Cost $46.55 Unrealized
SNAP ONE HOLDINGS CORP 0.0%
Value ($000) $138 Shares 11,827 Est. Cost $14.71 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $75 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