Private Advisory Group LLC Quant / Systematic

CIK: 0001632965 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Apr 11, 2025

Total Value ($000): $892,729 (100.0% shares, 0.0% debt)

Holdings (212)

AAPL APPLE INC 6.1%
Value ($000) $54,708 Shares 218,467 Est. Cost $137.47 Unrealized +70.6%
MSFT MICROSOFT CORP 6.1%
Value ($000) $54,323 Shares 128,881 Est. Cost $229.37 Unrealized +84.1%
NVDA NVIDIA CORPORATION 6.0%
Value ($000) $53,429 Shares 397,861 Est. Cost $97.81 Unrealized +40.9%
AMZN AMAZON COM INC 4.6%
Value ($000) $41,353 Shares 188,492 Est. Cost $128.65 Unrealized +59.0%
GOOG ALPHABET INC 4.0%
Value ($000) $35,715 Shares 187,541 Est. Cost $116.66 Unrealized +50.6%
META META PLATFORMS INC 3.8%
Value ($000) $34,128 Shares 58,287 Est. Cost $170.55 Unrealized +242.8%
LLY ELI LILLY & CO 2.8%
Value ($000) $25,010 Shares 32,396 Est. Cost $593.68 Unrealized +38.3%
COST COSTCO WHSL CORP NEW 2.8%
Value ($000) $24,886 Shares 27,160 Est. Cost $472.86 Unrealized +95.1%
NFLX NETFLIX INC 2.3%
Value ($000) $20,813 Shares 23,351 Est. Cost $22.18 Unrealized +271.1%
RSP INVESCO EXCHANGE TRADED FD T 2.3%
Value ($000) $20,547 Shares 117,257 Est. Cost $155.13 Unrealized
TSLA TESLA INC 2.1%
Value ($000) $19,082 Shares 47,252 Est. Cost $230.09 Unrealized +39.8%
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $17,956 Shares 30,637 Est. Cost $573.75 Unrealized
AVGO BROADCOM INC 2.0%
Value ($000) $17,452 Shares 75,275 Est. Cost $157.59 Unrealized +16.0%
VYM VANGUARD WHITEHALL FDS 1.7%
Value ($000) $15,241 Shares 119,450 Est. Cost $103.49 Unrealized
EWY ISHARES INC 1.6%
Value ($000) $14,173 Shares 278,498 Est. Cost $55.34 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $12,080 Shares 23,628 Est. Cost $430.08 Unrealized
BIL SPDR SER TR 1.3%
Value ($000) $12,023 Shares 131,500 Est. Cost $91.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $12,013 Shares 26,503 Est. Cost $401.05 Unrealized +15.1%
HD HOME DEPOT INC 1.2%
Value ($000) $10,517 Shares 27,036 Est. Cost $260.10 Unrealized +52.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $10,006 Shares 50,666 Est. Cost $105.08 Unrealized
VO VANGUARD INDEX FDS 1.1%
Value ($000) $9,812 Shares 37,148 Est. Cost $237.43 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.1%
Value ($000) $9,623 Shares 162,713 Est. Cost $58.57 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $9,157 Shares 15,555 Est. Cost $414.65 Unrealized
AMD ADVANCED MICRO DEVICES INC 1.0%
Value ($000) $8,894 Shares 73,628 Est. Cost $96.92 Unrealized +48.5%
DELL DELL TECHNOLOGIES INC 1.0%
Value ($000) $8,546 Shares 74,161 Est. Cost $114.82 Unrealized +7.3%
ASML ASML HOLDING N V 1.0%
Value ($000) $8,533 Shares 12,311 Est. Cost $682.43 Unrealized
VRT VERTIV HOLDINGS CO 0.9%
Value ($000) $7,661 Shares 67,429 Est. Cost $68.21 Unrealized +73.8%
CCJ CAMECO CORP 0.9%
Value ($000) $7,598 Shares 147,844 Est. Cost $45.23 Unrealized +20.1%
RSST TIDAL TR II 0.8%
Value ($000) $7,471 Shares 312,588 Est. Cost $24.28 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $7,408 Shares 147,530 Est. Cost $51.20 Unrealized
SGOV ISHARES TR 0.8%
Value ($000) $7,055 Shares 70,323 Est. Cost $100.44 Unrealized
INTC INTEL CORP 0.8%
Value ($000) $6,958 Shares 347,013 Est. Cost $24.87 Unrealized -9.3%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $6,360 Shares 85,931 Est. Cost $70.14 Unrealized +5.2%
XLRE SELECT SECTOR SPDR TR 0.7%
Value ($000) $6,336 Shares 155,791 Est. Cost $43.58 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $6,180 Shares 36,864 Est. Cost $140.91 Unrealized +17.6%
KRE SPDR SER TR 0.7%
Value ($000) $6,141 Shares 101,754 Est. Cost $56.74 Unrealized
SHV ISHARES TR 0.7%
Value ($000) $6,124 Shares 55,616 Est. Cost $110.28 Unrealized
Z ZILLOW GROUP INC 0.7%
Value ($000) $6,056 Shares 81,780 Est. Cost $54.18 Unrealized +32.0%
IJR ISHARES TR 0.7%
Value ($000) $6,037 Shares 52,394 Est. Cost $105.64 Unrealized
TM TOYOTA MOTOR CORP 0.7%
Value ($000) $5,837 Shares 29,991 Est. Cost $143.00 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $5,811 Shares 11,036 Est. Cost $460.30 Unrealized +11.8%
IWC ISHARES TR 0.6%
Value ($000) $5,710 Shares 43,793 Est. Cost $123.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $5,696 Shares 24,496 Est. Cost $189.65 Unrealized
CERY SPDR SER TR 0.6%
Value ($000) $5,468 Shares 211,242 Est. Cost $25.89 Unrealized
BILL BILL HOLDINGS INC 0.6%
Value ($000) $5,390 Shares 63,624 Est. Cost $51.49 Unrealized +44.8%
VIOO VANGUARD ADMIRAL FDS INC 0.6%
Value ($000) $5,365 Shares 50,593 Est. Cost $97.03 Unrealized
LEN LENNAR CORP 0.6%
Value ($000) $5,342 Shares 39,169 Est. Cost $138.29 Unrealized +15.5%
ELV ELEVANCE HEALTH INC 0.6%
Value ($000) $5,307 Shares 14,386 Est. Cost $409.27 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $5,008 Shares 20,893 Est. Cost $203.94 Unrealized +11.8%
SHY ISHARES TR 0.5%
Value ($000) $4,826 Shares 58,872 Est. Cost $81.98 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $4,749 Shares 14,204 Est. Cost $254.83 Unrealized +24.3%
RSSY TIDAL TR II 0.5%
Value ($000) $4,412 Shares 217,351 Est. Cost $20.43 Unrealized
AMLP ALPS ETF TR 0.5%
Value ($000) $4,400 Shares 91,353 Est. Cost $48.11 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $4,314 Shares 8,006 Est. Cost $348.63 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $4,155 Shares 40,929 Est. Cost $76.22 Unrealized
DHI D R HORTON INC 0.5%
Value ($000) $4,072 Shares 29,122 Est. Cost $137.73 Unrealized +19.8%
C CITIGROUP INC 0.5%
Value ($000) $4,055 Shares 57,603 Est. Cost $59.42 Unrealized +10.0%
NET CLOUDFLARE INC 0.4%
Value ($000) $3,914 Shares 36,346 Est. Cost $66.36 Unrealized +47.2%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,813 Shares 26,369 Est. Cost $149.69 Unrealized -0.1%
HWM HOWMET AEROSPACE INC 0.4%
Value ($000) $3,685 Shares 33,694 Est. Cost $88.46 Unrealized +23.4%
DB DEUTSCHE BANK A G 0.4%
Value ($000) $3,635 Shares 213,177 Est. Cost $11.22 Unrealized +49.2%
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,623 Shares 74,960 Est. Cost $48.33 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $3,237 Shares 64,478 Est. Cost $65.45 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $3,099 Shares 16,372 Est. Cost $117.57 Unrealized +48.1%
KBH KB HOME 0.3%
Value ($000) $3,014 Shares 45,859 Est. Cost $54.40 Unrealized +39.8%
RCL ROYAL CARIBBEAN GROUP 0.3%
Value ($000) $2,928 Shares 12,692 Est. Cost $152.67 Unrealized +42.9%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $2,719 Shares 12,797 Est. Cost $194.84 Unrealized +11.3%
FTSL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,707 Shares 58,542 Est. Cost $45.75 Unrealized
FLOT ISHARES TR 0.3%
Value ($000) $2,684 Shares 52,747 Est. Cost $50.68 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2,671 Shares 64,634 Est. Cost $41.41 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $2,619 Shares 19,373 Est. Cost $136.67 Unrealized 0.0%
TIP ISHARES TR 0.3%
Value ($000) $2,567 Shares 24,095 Est. Cost $106.55 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $2,556 Shares 144,381 Est. Cost $18.09 Unrealized
NRG NRG ENERGY INC 0.2%
Value ($000) $2,109 Shares 23,374 Est. Cost $78.60 Unrealized +16.1%
FIRST TR HIGH YIELD OPPRT 20 0.2%
Value ($000) $2,107 Shares 145,532 Est. Cost $20.25 Unrealized
FICO FAIR ISAAC CORP 0.2%
Value ($000) $2,095 Shares 1,052 Est. Cost $986.38 Unrealized +116.5%
KDP KEURIG DR PEPPER INC 0.2%
Value ($000) $2,081 Shares 64,776 Est. Cost $32.57 Unrealized 0.0%
QS QUANTUMSCAPE CORP 0.2%
Value ($000) $1,984 Shares 382,241 Est. Cost $7.46 Unrealized -29.7%
TRGP TARGA RES CORP 0.2%
Value ($000) $1,949 Shares 10,916 Est. Cost $136.82 Unrealized +28.0%
HYG ISHARES TR 0.2%
Value ($000) $1,868 Shares 23,757 Est. Cost $78.65 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $1,820 Shares 20,437 Est. Cost $89.04 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.2%
Value ($000) $1,808 Shares 104,515 Est. Cost $17.04 Unrealized 0.0%
CWB SPDR SER TR 0.2%
Value ($000) $1,787 Shares 22,944 Est. Cost $77.89 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,745 Shares 14,653 Est. Cost $119.12 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,736 Shares 63,532 Est. Cost $42.35 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,723 Shares 17,242 Est. Cost $100.26 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,636 Shares 27,698 Est. Cost $51.05 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,575 Shares 21,052 Est. Cost $67.73 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,549 Shares 6,369 Est. Cost $243.19 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,501 Shares 27,734 Est. Cost $46.54 Unrealized
ALB ALBEMARLE CORP 0.2%
Value ($000) $1,501 Shares 17,439 Est. Cost $87.69 Unrealized +10.9%
V VISA INC 0.2%
Value ($000) $1,447 Shares 4,579 Est. Cost $204.44 Unrealized +45.9%
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,419 Shares 28,167 Est. Cost $50.51 Unrealized
KKR KKR & CO INC 0.2%
Value ($000) $1,402 Shares 9,476 Est. Cost $123.55 Unrealized +18.0%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $1,392 Shares 18,399 Est. Cost $58.25 Unrealized 0.0%
GE GE AEROSPACE 0.2%
Value ($000) $1,371 Shares 8,220 Est. Cost $110.17 Unrealized +60.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1,337 Shares 8,023 Est. Cost $175.85 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,305 Shares 15,169 Est. Cost $124.78 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $1,291 Shares 11,682 Est. Cost $102.84 Unrealized 0.0%
DVLU FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,282 Shares 43,997 Est. Cost $27.28 Unrealized
UAL UNITED AIRLS HLDGS INC 0.1%
Value ($000) $1,263 Shares 13,008 Est. Cost $84.54 Unrealized 0.0%
DVOL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,258 Shares 37,138 Est. Cost $25.88 Unrealized
GDDY GODADDY INC 0.1%
Value ($000) $1,245 Shares 6,308 Est. Cost $152.87 Unrealized +19.5%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $1,235 Shares 6,321 Est. Cost $204.35 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $1,208 Shares 5,949 Est. Cost $151.37 Unrealized +19.4%
AXIL AXIL BRANDS INC 0.1%
Value ($000) $1,175 Shares 304,396 Est. Cost $4.10 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,157 Shares 8,782 Est. Cost $101.31 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $1,148 Shares 5,130 Est. Cost $169.70 Unrealized +46.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $1,147 Shares 2,794 Est. Cost $312.19 Unrealized
IMCG ISHARES TR 0.1%
Value ($000) $1,101 Shares 14,580 Est. Cost $75.53 Unrealized
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $1,100 Shares 2,977 Est. Cost $343.07 Unrealized +14.7%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value ($000) $1,090 Shares 6,172 Est. Cost $41.85 Unrealized 0.0%
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,053 Shares 34,548 Est. Cost $22.49 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $1,023 Shares 3,236 Est. Cost $264.38 Unrealized +21.5%
IRM IRON MTN INC DEL 0.1%
Value ($000) $1,016 Shares 9,662 Est. Cost $102.07 Unrealized +10.5%
PDP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $991 Shares 9,206 Est. Cost $89.92 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $975 Shares 9,710 Est. Cost $74.74 Unrealized +29.6%
FIX COMFORT SYS USA INC 0.1%
Value ($000) $973 Shares 2,294 Est. Cost $437.35 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value ($000) $970 Shares 7,034 Est. Cost $137.88 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $952 Shares 10,839 Est. Cost $81.69 Unrealized
DASH DOORDASH INC 0.1%
Value ($000) $931 Shares 5,552 Est. Cost $138.42 Unrealized +18.7%
MTUM ISHARES TR 0.1%
Value ($000) $926 Shares 4,473 Est. Cost $199.20 Unrealized
EME EMCOR GROUP INC 0.1%
Value ($000) $922 Shares 2,032 Est. Cost $369.42 Unrealized +27.8%
STEP STEPSTONE GROUP INC 0.1%
Value ($000) $916 Shares 15,828 Est. Cost $50.95 Unrealized +21.6%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $897 Shares 3,161 Est. Cost $112.62 Unrealized +155.8%
CO-DIAGNOSTICS INC 0.1%
Value ($000) $886 Shares 1,181,633 Est. Cost $0.75 Unrealized
NKE NIKE INC 0.1%
Value ($000) $878 Shares 11,609 Est. Cost $103.24 Unrealized -25.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $878 Shares 9,625 Est. Cost $86.83 Unrealized +8.2%
EVR EVERCORE INC 0.1%
Value ($000) $842 Shares 3,039 Est. Cost $279.37 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $828 Shares 13,719 Est. Cost $70.50 Unrealized +1.3%
IJT ISHARES TR 0.1%
Value ($000) $815 Shares 6,021 Est. Cost $138.55 Unrealized
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $815 Shares 1,371 Est. Cost $543.94 Unrealized 0.0%
PHM PULTE GROUP INC 0.1%
Value ($000) $809 Shares 7,429 Est. Cost $81.10 Unrealized +58.6%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $797 Shares 6,271 Est. Cost $95.38 Unrealized +39.4%
CWAN CLEARWATER ANALYTICS HLDGS I 0.1%
Value ($000) $789 Shares 28,688 Est. Cost $28.37 Unrealized 0.0%
ACIW ACI WORLDWIDE INC 0.1%
Value ($000) $782 Shares 15,070 Est. Cost $53.19 Unrealized 0.0%
MLI MUELLER INDS INC 0.1%
Value ($000) $749 Shares 9,437 Est. Cost $65.94 Unrealized +21.7%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $685 Shares 2,759 Est. Cost $253.86 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $661 Shares 10,361 Est. Cost $53.58 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $636 Shares 4,143 Est. Cost $137.65 Unrealized +15.9%
USFR WISDOMTREE TR 0.1%
Value ($000) $632 Shares 12,553 Est. Cost $50.31 Unrealized
CALM CAL MAINE FOODS INC 0.1%
Value ($000) $611 Shares 5,939 Est. Cost $85.43 Unrealized 0.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $527 Shares 2,389 Est. Cost $141.95 Unrealized +57.4%
XOP SPDR SER TR 0.1%
Value ($000) $522 Shares 3,942 Est. Cost $142.82 Unrealized
BSJS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $511 Shares 23,563 Est. Cost $21.63 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $509 Shares 21,872 Est. Cost $23.50 Unrealized
BSJP INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $505 Shares 21,877 Est. Cost $23.24 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $498 Shares 11,084 Est. Cost $39.06 Unrealized
PPH VANECK ETF TRUST 0.1%
Value ($000) $487 Shares 5,648 Est. Cost $78.85 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $475 Shares 21,194 Est. Cost $21.89 Unrealized
TFLO ISHARES TR 0.0%
Value ($000) $439 Shares 8,692 Est. Cost $50.65 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $427 Shares 819 Est. Cost $466.16 Unrealized +11.7%
XHLF BONDBLOXX ETF TRUST 0.0%
Value ($000) $427 Shares 8,506 Est. Cost $50.44 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $423 Shares 4,939 Est. Cost $76.68 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.0%
Value ($000) $410 Shares 10,124 Est. Cost $40.49 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $379 Shares 12,070 Est. Cost $31.44 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $374 Shares 7,559 Est. Cost $49.51 Unrealized
DWAW ADVISORSHARES TR 0.0%
Value ($000) $372 Shares 9,264 Est. Cost $33.43 Unrealized
OILK PROSHARES TR 0.0%
Value ($000) $372 Shares 8,415 Est. Cost $42.24 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $371 Shares 4,071 Est. Cost $60.40 Unrealized +62.4%
PTF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $364 Shares 5,022 Est. Cost $61.94 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $358 Shares 9,853 Est. Cost $36.36 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $346 Shares 1,948 Est. Cost $166.82 Unrealized +6.3%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $345 Shares 1,360 Est. Cost $245.88 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $345 Shares 602 Est. Cost $476.24 Unrealized +14.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $341 Shares 4,613 Est. Cost $63.33 Unrealized
PFXF VANECK ETF TRUST 0.0%
Value ($000) $334 Shares 19,358 Est. Cost $17.25 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $334 Shares 8,952 Est. Cost $28.86 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $329 Shares 2,756 Est. Cost $115.00 Unrealized +5.7%
XJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $326 Shares 8,440 Est. Cost $29.85 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $309 Shares 1,663 Est. Cost $162.05 Unrealized +14.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $307 Shares 5,193 Est. Cost $44.20 Unrealized +25.3%
SAP SAP SE 0.0%
Value ($000) $301 Shares 1,221 Est. Cost $201.71 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $295 Shares 4,879 Est. Cost $42.88 Unrealized +36.0%
QDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $293 Shares 10,621 Est. Cost $19.70 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $290 Shares 5,319 Est. Cost $62.30 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $288 Shares 3,621 Est. Cost $75.39 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $285 Shares 881 Est. Cost $252.97 Unrealized 0.0%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $281 Shares 20,116 Est. Cost $13.99 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $278 Shares 262 Est. Cost $202.58 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $277 Shares 3,951 Est. Cost $63.18 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $274 Shares 982 Est. Cost $200.75 Unrealized +35.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $267 Shares 2,481 Est. Cost $110.67 Unrealized +1.5%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $266 Shares 5,566 Est. Cost $47.82 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $265 Shares 1,723 Est. Cost $153.12 Unrealized
WMT WALMART INC 0.0%
Value ($000) $262 Shares 2,905 Est. Cost $85.80 Unrealized 0.0%
AVUV AMERICAN CENTY ETF TR 0.0%
Value ($000) $254 Shares 2,630 Est. Cost $96.52 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $252 Shares 3,272 Est. Cost $68.31 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $249 Shares 1,473 Est. Cost $169.30 Unrealized
VFH VANGUARD WORLD FD 0.0%
Value ($000) $249 Shares 2,105 Est. Cost $102.39 Unrealized
PKB INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $239 Shares 3,155 Est. Cost $63.12 Unrealized
IOT SAMSARA INC 0.0%
Value ($000) $237 Shares 5,431 Est. Cost $40.53 Unrealized +21.4%
HEI HEICO CORP NEW 0.0%
Value ($000) $233 Shares 981 Est. Cost $241.91 Unrealized +7.1%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $233 Shares 7,983 Est. Cost $29.20 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $231 Shares 551 Est. Cost $448.71 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $226 Shares 2,134 Est. Cost $110.17 Unrealized 0.0%
CTAS CINTAS CORP 0.0%
Value ($000) $224 Shares 1,227 Est. Cost $193.17 Unrealized +7.9%
XHB SPDR SER TR 0.0%
Value ($000) $221 Shares 2,117 Est. Cost $77.90 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $221 Shares 1,005 Est. Cost $216.31 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $220 Shares 1,825 Est. Cost $117.72 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $220 Shares 8,346 Est. Cost $26.59 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $219 Shares 1,670 Est. Cost $130.93 Unrealized 0.0%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $216 Shares 6,046 Est. Cost $27.78 Unrealized
DWUS ADVISORSHARES TR 0.0%
Value ($000) $210 Shares 4,374 Est. Cost $47.18 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $210 Shares 26,690 Est. Cost $7.86 Unrealized
ACWI ISHARES TR 0.0%
Value ($000) $205 Shares 1,747 Est. Cost $119.55 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $200 Shares 9,510 Est. Cost $21.07 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $189 Shares 22,800 Est. Cost $8.28 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $169 Shares 19,662 Est. Cost $8.59 Unrealized
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $109 Shares 14,349 Est. Cost $7.24 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $77 Shares 13,605 Est. Cost $6.47 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $56 Shares 11,466 Est. Cost $3.98 Unrealized