Anchor Investment Management, LLC Diversified Active

Location: Columbia, SC

CIK: 0001634149 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Sep 20, 2024

Total Value: $972M (100.0% shares, 0.0% debt)

Holdings (1,003)

MSFT MICROSOFT CORP COM 4.6%
Value $44.42M Shares 99,392 Share Price $446.95 Est. Cost/Share $104.56 Unrealized @ Report Date +322.7%
V VISA INC COM CL A 2.7%
Value $26.63M Shares 101,450 Share Price $262.47 Est. Cost/Share $96.89 Unrealized @ Report Date +167.9%
AAPL APPLE INC COM 2.7%
Value $26.44M Shares 125,539 Share Price $210.62 Est. Cost/Share $109.93 Unrealized @ Report Date +90.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 2.3%
Value $22.32M Shares 347,429 Share Price $64.25 * Est. Cost/Share $15.79 Unrealized @ Report Date +35.6%
QQQ INVESCO QQQ TRUST SERIES I 2.1%
Value $20.22M Shares 42,196 Share Price $479.11 Est. Cost/Share $242.88 Unrealized @ Report Date +97.3%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 1.9%
Value $18.73M Shares 915,859 Share Price $20.45 Est. Cost/Share $20.59 Unrealized @ Report Date
GOOGL ALPHABET INC CAP STK CL A 1.8%
Value $17.17M Shares 94,253 Share Price $182.15 Est. Cost/Share $111.94 Unrealized @ Report Date +61.7%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 1.7%
Value $16.94M Shares 883,682 Share Price $19.17 Est. Cost/Share $19.08 Unrealized @ Report Date +0.5%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value $16.56M Shares 90,258 Share Price $183.42 Est. Cost/Share $108.70 Unrealized @ Report Date +67.7%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 1.7%
Value $16.29M Shares 847,364 Share Price $19.22 Est. Cost/Share $19.31 Unrealized @ Report Date -0.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.7%
Value $16.07M Shares 27,872 Share Price $576.58 * Est. Cost/Share $41.41 Unrealized @ Report Date +74.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value $14.98M Shares 36,832 Share Price $406.80 Est. Cost/Share $240.78 Unrealized @ Report Date +69.0%
ABBV ABBVIE INC COM 1.5%
Value $14.78M Shares 86,189 Share Price $171.52 * Est. Cost/Share $69.95 Unrealized @ Report Date +132.9%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 1.5%
Value $14.54M Shares 8,636 Share Price $1683.61 Est. Cost/Share $404.89 Unrealized @ Report Date +313.4%
JNJ JOHNSON & JOHNSON COM 1.3%
Value $13.02M Shares 89,112 Share Price $146.16 * Est. Cost/Share $115.20 Unrealized @ Report Date +21.2%
LLY ELI LILLY & CO COM 1.3%
Value $12.64M Shares 13,966 Share Price $905.39 Est. Cost/Share $99.83 Unrealized @ Report Date +797.5%
XOM EXXON MOBIL CORP COM 1.3%
Value $12.27M Shares 106,560 Share Price $115.12 * Est. Cost/Share $51.48 Unrealized @ Report Date +112.2%
AMZN AMAZON COM INC COM 1.3%
Value $12.23M Shares 63,276 Share Price $193.25 Est. Cost/Share $125.88 Unrealized @ Report Date +53.5%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value $11.3M Shares 22,182 Share Price $509.27 * Est. Cost/Share $290.27 Unrealized @ Report Date +70.0%
META META PLATFORMS INC CL A 1.0%
Value $10.14M Shares 20,112 Share Price $504.22 Est. Cost/Share $224.67 Unrealized @ Report Date +123.3%
PG PROCTER AND GAMBLE CO COM 1.0%
Value $10.1M Shares 61,227 Share Price $164.92 * Est. Cost/Share $107.09 Unrealized @ Report Date +48.3%
LOW LOWES COS INC COM 1.0%
Value $9.783M Shares 44,376 Share Price $220.46 * Est. Cost/Share $101.84 Unrealized @ Report Date +110.3%
UNP UNION PAC CORP COM 1.0%
Value $9.683M Shares 42,795 Share Price $226.26 * Est. Cost/Share $100.60 Unrealized @ Report Date +117.2%
MRK MERCK & CO INC COM 0.9%
Value $9.142M Shares 73,842 Share Price $123.80 * Est. Cost/Share $55.30 Unrealized @ Report Date +112.6%
NVDA NVIDIA CORPORATION COM 0.9%
Value $9.009M Shares 72,927 Share Price $123.54 Est. Cost/Share $94.99 Unrealized @ Report Date +30.0%
ADBE ADOBE INC COM 0.9%
Value $8.892M Shares 16,006 Share Price $555.54 Est. Cost/Share $259.64 Unrealized @ Report Date +114.0%
FDX FEDEX CORP COM 0.9%
Value $8.62M Shares 28,749 Share Price $299.84 * Est. Cost/Share $162.60 Unrealized @ Report Date +78.4%
MDT MEDTRONIC PLC SHS 0.9%
Value $8.363M Shares 106,247 Share Price $78.71 * Est. Cost/Share $75.53 Unrealized @ Report Date +0.1%
JPM JPMORGAN CHASE & CO. COM 0.8%
Value $8.089M Shares 39,993 Share Price $202.26 * Est. Cost/Share $101.25 Unrealized @ Report Date +93.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.8%
Value $8.018M Shares 80,000 Share Price $100.23 * Est. Cost/Share $62.90 Unrealized @ Report Date +50.9%
KO COCA COLA CO COM 0.8%
Value $7.686M Shares 120,761 Share Price $63.65 * Est. Cost/Share $40.54 Unrealized @ Report Date +50.3%
RSG REPUBLIC SVCS INC COM 0.7%
Value $7.248M Shares 37,297 Share Price $194.34 Est. Cost/Share $86.84 Unrealized @ Report Date +119.6%
HD HOME DEPOT INC COM 0.7%
Value $6.873M Shares 19,965 Share Price $344.23 * Est. Cost/Share $132.54 Unrealized @ Report Date +150.6%
QCOM QUALCOMM INC COM 0.7%
Value $6.763M Shares 33,953 Share Price $199.18 * Est. Cost/Share $92.39 Unrealized @ Report Date +108.7%
COST COSTCO WHSL CORP NEW COM 0.7%
Value $6.663M Shares 7,839 Share Price $849.95 Est. Cost/Share $380.92 Unrealized @ Report Date +121.4%
WM WASTE MGMT INC DEL COM 0.7%
Value $6.587M Shares 30,875 Share Price $213.34 * Est. Cost/Share $45.95 Unrealized @ Report Date +354.3%
CVX CHEVRON CORP NEW COM 0.7%
Value $6.485M Shares 41,459 Share Price $156.42 * Est. Cost/Share $96.36 Unrealized @ Report Date +51.9%
UPS UNITED PARCEL SERVICE INC CL B 0.7%
Value $6.388M Shares 46,682 Share Price $136.85 * Est. Cost/Share $90.77 Unrealized @ Report Date +37.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.6%
Value $6.293M Shares 81,442 Share Price $77.28 Est. Cost/Share $79.12 Unrealized @ Report Date -2.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value $6.178M Shares 11,171 Share Price $553.00 Est. Cost/Share $295.05 Unrealized @ Report Date +86.5%
ORCL ORACLE CORP COM 0.6%
Value $5.957M Shares 42,186 Share Price $141.20 Est. Cost/Share $56.77 Unrealized @ Report Date +145.0%
SO SOUTHERN CO COM 0.6%
Value $5.942M Shares 76,605 Share Price $77.57 * Est. Cost/Share $43.02 Unrealized @ Report Date +71.6%
WMT WALMART INC COM 0.6%
Value $5.765M Shares 85,145 Share Price $67.71 Est. Cost/Share $51.79 Unrealized @ Report Date +28.9%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.6%
Value $5.718M Shares 102,028 Share Price $56.04 Est. Cost/Share $56.99 Unrealized @ Report Date -1.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.6%
Value $5.652M Shares 111,986 Share Price $50.47 Est. Cost/Share $50.20 Unrealized @ Report Date +0.5%
QQQM INVESCO NASDAQ 100 ETF 0.6%
Value $5.506M Shares 27,936 Share Price $197.11 Est. Cost/Share $127.62 Unrealized @ Report Date +54.4%
ABT ABBOTT LABS COM 0.6%
Value $5.479M Shares 52,728 Share Price $103.91 * Est. Cost/Share $45.94 Unrealized @ Report Date +119.8%
SCHM SCHWAB U.S. MID-CAP ETF 0.6%
Value $5.377M Shares 69,087 Share Price $77.83 * Est. Cost/Share $19.44 Unrealized @ Report Date +33.5%
FISV FISERV INC COM 0.5%
Value $5.211M Shares 34,966 Share Price $149.04 Est. Cost/Share $80.13 Unrealized @ Report Date +86.0%
SHW SHERWIN WILLIAMS CO COM 0.5%
Value $5.205M Shares 17,441 Share Price $298.43 Est. Cost/Share $237.92 Unrealized @ Report Date +23.8%
MCK MCKESSON CORP COM 0.5%
Value $5.121M Shares 8,768 Share Price $584.04 Est. Cost/Share $197.49 Unrealized @ Report Date +193.8%
VOO VANGUARD S&P 500 ETF 0.5%
Value $4.919M Shares 9,836 Share Price $500.15 Est. Cost/Share $257.11 Unrealized @ Report Date +94.5%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value $4.868M Shares 118,052 Share Price $41.24 * Est. Cost/Share $34.43 Unrealized @ Report Date +8.6%
NFLX NETFLIX INC COM 0.5%
Value $4.694M Shares 6,956 Share Price $674.88 * Est. Cost/Share $41.07 Unrealized @ Report Date +64.3%
PM PHILIP MORRIS INTL INC COM 0.5%
Value $4.508M Shares 44,493 Share Price $101.33 * Est. Cost/Share $71.63 Unrealized @ Report Date +33.6%
ENB ENBRIDGE INC COM 0.4%
Value $4.357M Shares 122,431 Share Price $35.59 * Est. Cost/Share $24.70 Unrealized @ Report Date +31.7%
PEP PEPSICO INC COM 0.4%
Value $4.347M Shares 26,359 Share Price $164.93 * Est. Cost/Share $99.56 Unrealized @ Report Date +56.8%
CAT CATERPILLAR INC COM 0.4%
Value $4.311M Shares 12,941 Share Price $333.11 * Est. Cost/Share $193.72 Unrealized @ Report Date +68.1%
DIS DISNEY WALT CO COM 0.4%
Value $4.166M Shares 41,961 Share Price $99.29 Est. Cost/Share $102.14 Unrealized @ Report Date -4.7%
MA MASTERCARD INCORPORATED CL A 0.4%
Value $4.055M Shares 9,192 Share Price $441.14 Est. Cost/Share $178.08 Unrealized @ Report Date +145.6%
GLW CORNING INC COM 0.4%
Value $4.031M Shares 103,763 Share Price $38.85 * Est. Cost/Share $25.67 Unrealized @ Report Date +46.6%
SOXX ISHARES SEMICONDUCTOR ETF 0.4%
Value $4.023M Shares 16,312 Share Price $246.63 Est. Cost/Share $189.13 Unrealized @ Report Date +30.4%
PFE PFIZER INC COM 0.4%
Value $4.01M Shares 143,303 Share Price $27.98 * Est. Cost/Share $23.97 Unrealized @ Report Date +5.7%
BAC BANK AMERICA CORP COM 0.4%
Value $4.004M Shares 100,678 Share Price $39.77 * Est. Cost/Share $21.83 Unrealized @ Report Date +75.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.4%
Value $3.935M Shares 82,926 Share Price $47.45 * Est. Cost/Share $21.46 Unrealized @ Report Date +10.5%
VHT VANGUARD HEALTH CARE ETF 0.4%
Value $3.781M Shares 14,212 Share Price $266.01 Est. Cost/Share $179.04 Unrealized @ Report Date +48.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value $3.705M Shares 13,851 Share Price $267.50 Est. Cost/Share $165.46 Unrealized @ Report Date +61.7%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.4%
Value $3.665M Shares 63,205 Share Price $57.99 Est. Cost/Share $59.83 Unrealized @ Report Date -3.1%
AMAT APPLIED MATLS INC COM 0.4%
Value $3.635M Shares 15,405 Share Price $235.99 Est. Cost/Share $81.97 Unrealized @ Report Date +183.8%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.4%
Value $3.574M Shares 51,526 Share Price $69.35 Est. Cost/Share $70.39 Unrealized @ Report Date -1.5%
NEE NEXTERA ENERGY INC COM 0.4%
Value $3.535M Shares 49,926 Share Price $70.81 * Est. Cost/Share $62.08 Unrealized @ Report Date +9.2%
EW EDWARDS LIFESCIENCES CORP COM 0.4%
Value $3.513M Shares 38,035 Share Price $92.37 Est. Cost/Share $69.46 Unrealized @ Report Date +33.0%
VDE VANGUARD ENERGY ETF 0.4%
Value $3.434M Shares 26,920 Share Price $127.57 Est. Cost/Share $116.75 Unrealized @ Report Date +9.3%
AVGO BROADCOM INC COM 0.4%
Value $3.434M Shares 2,139 Share Price $1605.51 * Est. Cost/Share $59.29 Unrealized @ Report Date +166.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value $3.433M Shares 14,383 Share Price $238.69 * Est. Cost/Share $96.96 Unrealized @ Report Date +138.4%
SYK STRYKER CORPORATION COM 0.3%
Value $3.388M Shares 9,958 Share Price $340.25 Est. Cost/Share $113.17 Unrealized @ Report Date +196.6%
MCD MCDONALDS CORP COM 0.3%
Value $3.333M Shares 13,080 Share Price $254.85 * Est. Cost/Share $217.72 Unrealized @ Report Date +13.0%
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.3%
Value $3.33M Shares 98,968 Share Price $33.65 Est. Cost/Share $30.96 Unrealized @ Report Date +8.7%
VFH VANGUARD FINANCIALS ETF 0.3%
Value $3.324M Shares 33,282 Share Price $99.88 Est. Cost/Share $89.33 Unrealized @ Report Date +11.8%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.3%
Value $3.299M Shares 100,989 Share Price $32.67 Est. Cost/Share $32.26 Unrealized @ Report Date +1.3%
EMR EMERSON ELEC CO COM 0.3%
Value $3.231M Shares 29,330 Share Price $110.16 * Est. Cost/Share $78.87 Unrealized @ Report Date +36.1%
CMCSA COMCAST CORP NEW CL A 0.3%
Value $3.189M Shares 81,435 Share Price $39.16 * Est. Cost/Share $33.08 Unrealized @ Report Date +12.3%
TFC TRUIST FINL CORP COM 0.3%
Value $3.166M Shares 81,488 Share Price $38.85 * Est. Cost/Share $35.40 Unrealized @ Report Date +2.1%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.3%
Value $3.143M Shares 10,062 Share Price $312.32 Est. Cost/Share $213.59 Unrealized @ Report Date +46.2%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value $3.139M Shares 27,222 Share Price $115.31 * Est. Cost/Share $98.36 Unrealized @ Report Date +8.9%
AZO AUTOZONE INC COM 0.3%
Value $3.089M Shares 1,042 Share Price $2964.10 Est. Cost/Share $1768.37 Unrealized @ Report Date +67.6%
NSC NORFOLK SOUTHN CORP COM 0.3%
Value $3.026M Shares 14,095 Share Price $214.69 * Est. Cost/Share $94.58 Unrealized @ Report Date +119.8%
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value $3.025M Shares 50,039 Share Price $60.45 * Est. Cost/Share $55.80 Unrealized @ Report Date +2.4%
CSX CSX CORP COM 0.3%
Value $3.016M Shares 90,179 Share Price $33.45 * Est. Cost/Share $24.12 Unrealized @ Report Date +35.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value $2.962M Shares 38,089 Share Price $77.76 * Est. Cost/Share $23.01 Unrealized @ Report Date +12.6%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value $2.946M Shares 17,178 Share Price $171.52 Est. Cost/Share $103.01 Unrealized @ Report Date +66.5%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value $2.873M Shares 5,280 Share Price $544.21 Est. Cost/Share $277.87 Unrealized @ Report Date +95.9%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value $2.864M Shares 20,726 Share Price $138.20 * Est. Cost/Share $113.56 Unrealized @ Report Date +14.9%
ELV ELEVANCE HEALTH INC COM 0.3%
Value $2.689M Shares 4,963 Share Price $541.88 * Est. Cost/Share $359.35 Unrealized @ Report Date +46.9%
CSCO CISCO SYS INC COM 0.3%
Value $2.683M Shares 56,474 Share Price $47.51 * Est. Cost/Share $27.23 Unrealized @ Report Date +66.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.3%
Value $2.67M Shares 2,528 Share Price $1056.06 * Est. Cost/Share $21.11 Unrealized @ Report Date +233.6%
SNPS SYNOPSYS INC COM 0.3%
Value $2.662M Shares 4,474 Share Price $595.06 Est. Cost/Share $228.06 Unrealized @ Report Date +160.9%
FTNT FORTINET INC COM 0.3%
Value $2.658M Shares 44,100 Share Price $60.27 Est. Cost/Share $55.93 Unrealized @ Report Date +7.8%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value $2.59M Shares 39,571 Share Price $65.44 * Est. Cost/Share $38.72 Unrealized @ Report Date +61.5%
UNM UNUM GROUP COM 0.3%
Value $2.525M Shares 49,403 Share Price $51.11 Est. Cost/Share $29.42 Unrealized @ Report Date +73.7%
KELLANOVA COM 0.3%
Value $2.472M Shares 42,849 Share Price $57.68 * Est. Cost/Share $52.51 Unrealized @ Report Date +7.0%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value $2.402M Shares 32,592 Share Price $73.69 Est. Cost/Share $66.35 Unrealized @ Report Date +8.9%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value $2.38M Shares 28,411 Share Price $83.76 Est. Cost/Share $85.39 Unrealized @ Report Date -1.9%
UNILEVER PLC SPON ADR NEW 0.2%
Value $2.365M Shares 43,011 Share Price $54.99 Est. Cost/Share $47.55 Unrealized @ Report Date
VIS VANGUARD INDUSTRIALS ETF 0.2%
Value $2.359M Shares 10,028 Share Price $235.22 Est. Cost/Share $158.34 Unrealized @ Report Date +48.6%
CPK CHESAPEAKE UTILS CORP COM 0.2%
Value $2.358M Shares 22,203 Share Price $106.20 * Est. Cost/Share $98.24 Unrealized @ Report Date +4.7%
SON SONOCO PRODS CO COM 0.2%
Value $2.34M Shares 46,137 Share Price $50.72 * Est. Cost/Share $37.64 Unrealized @ Report Date +25.8%
LPLA LPL FINL HLDGS INC COM 0.2%
Value $2.336M Shares 8,365 Share Price $279.30 Est. Cost/Share $222.38 Unrealized @ Report Date +25.6%
INTC INTEL CORP COM 0.2%
Value $2.329M Shares 75,197 Share Price $30.97 Est. Cost/Share $35.70 Unrealized @ Report Date -13.8%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.2%
Value $2.262M Shares 16,368 Share Price $138.20 Est. Cost/Share $130.41 Unrealized @ Report Date +6.0%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value $2.25M Shares 30,963 Share Price $72.68 Est. Cost/Share $48.16 Unrealized @ Report Date +50.9%
TSCO TRACTOR SUPPLY CO COM 0.2%
Value $2.185M Shares 8,092 Share Price $270.00 * Est. Cost/Share $16.75 Unrealized @ Report Date +214.6%
SJM SMUCKER J M CO COM NEW 0.2%
Value $2.158M Shares 19,791 Share Price $109.04 * Est. Cost/Share $116.06 Unrealized @ Report Date -11.4%
DG DOLLAR GEN CORP NEW COM 0.2%
Value $2.126M Shares 16,081 Share Price $132.23 * Est. Cost/Share $141.49 Unrealized @ Report Date -9.9%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.2%
Value $2.065M Shares 77,753 Share Price $26.56 Est. Cost/Share $27.63 Unrealized @ Report Date -3.9%
AXP AMERICAN EXPRESS CO COM 0.2%
Value $2.061M Shares 8,902 Share Price $231.55 Est. Cost/Share $97.88 Unrealized @ Report Date +132.2%
AMGN AMGEN INC COM 0.2%
Value $1.941M Shares 6,211 Share Price $312.45 * Est. Cost/Share $169.64 Unrealized @ Report Date +75.7%
VO VANGUARD MID-CAP ETF 0.2%
Value $1.935M Shares 7,991 Share Price $242.10 * Est. Cost/Share $37.40 Unrealized @ Report Date +61.8%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value $1.921M Shares 485 Share Price $3961.50 Est. Cost/Share $1534.61 Unrealized @ Report Date +155.2%
VDC VANGUARD CONSUMER STAPLES ETF 0.2%
Value $1.89M Shares 9,309 Share Price $203.02 Est. Cost/Share $165.78 Unrealized @ Report Date +22.5%
NVO NOVO-NORDISK A S ADR 0.2%
Value $1.877M Shares 13,150 Share Price $142.74 Est. Cost/Share $26.54 Unrealized @ Report Date +437.8%
GSK GSK PLC SPONSORED ADR 0.2%
Value $1.873M Shares 48,637 Share Price $38.50 Est. Cost/Share $35.36 Unrealized @ Report Date +8.9%
PYPL PAYPAL HLDGS INC COM 0.2%
Value $1.86M Shares 32,044 Share Price $58.03 Est. Cost/Share $104.35 Unrealized @ Report Date -44.5%
TXN TEXAS INSTRS INC COM 0.2%
Value $1.8M Shares 9,255 Share Price $194.53 * Est. Cost/Share $102.71 Unrealized @ Report Date +81.1%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $1.777M Shares 3,805 Share Price $467.10 * Est. Cost/Share $272.60 Unrealized @ Report Date +64.5%
AFL AFLAC INC COM 0.2%
Value $1.744M Shares 19,532 Share Price $89.31 * Est. Cost/Share $30.23 Unrealized @ Report Date +186.4%
VTV VANGUARD VALUE ETF 0.2%
Value $1.738M Shares 10,835 Share Price $160.41 Est. Cost/Share $139.60 Unrealized @ Report Date +14.9%
TSLA TESLA INC COM 0.2%
Value $1.737M Shares 8,776 Share Price $197.88 Est. Cost/Share $221.65 Unrealized @ Report Date -10.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value $1.718M Shares 5,661 Share Price $303.41 * Est. Cost/Share $209.23 Unrealized @ Report Date +41.8%
VLO VALERO ENERGY CORP COM 0.2%
Value $1.638M Shares 10,450 Share Price $156.76 * Est. Cost/Share $139.81 Unrealized @ Report Date +7.2%
VUG VANGUARD GROWTH ETF 0.2%
Value $1.634M Shares 4,368 Share Price $374.01 * Est. Cost/Share $43.15 Unrealized @ Report Date +44.4%
CI THE CIGNA GROUP COM 0.2%
Value $1.576M Shares 4,768 Share Price $330.57 * Est. Cost/Share $222.46 Unrealized @ Report Date +44.4%
VB VANGUARD SMALL-CAP ETF 0.2%
Value $1.566M Shares 7,181 Share Price $218.04 Est. Cost/Share $148.55 Unrealized @ Report Date +46.8%
GD GENERAL DYNAMICS CORP COM 0.2%
Value $1.548M Shares 5,335 Share Price $290.14 * Est. Cost/Share $143.29 Unrealized @ Report Date +96.5%
PAYX PAYCHEX INC COM 0.2%
Value $1.545M Shares 13,033 Share Price $118.56 * Est. Cost/Share $50.88 Unrealized @ Report Date +122.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.2%
Value $1.528M Shares 24,392 Share Price $62.65 Est. Cost/Share $61.82 Unrealized @ Report Date +1.3%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.2%
Value $1.528M Shares 22,298 Share Price $68.53 Est. Cost/Share $62.82 Unrealized @ Report Date +9.1%
RTX RTX CORPORATION COM 0.2%
Value $1.513M Shares 15,074 Share Price $100.39 * Est. Cost/Share $58.70 Unrealized @ Report Date +66.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value $1.503M Shares 8,614 Share Price $174.46 Est. Cost/Share $131.08 Unrealized @ Report Date +33.1%
DHR DANAHER CORPORATION COM 0.2%
Value $1.489M Shares 5,961 Share Price $249.85 Est. Cost/Share $89.02 Unrealized @ Report Date +178.3%
INTU INTUIT COM 0.2%
Value $1.489M Shares 2,265 Share Price $657.21 Est. Cost/Share $379.98 Unrealized @ Report Date +71.3%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value $1.482M Shares 3,277 Share Price $452.32 * Est. Cost/Share $252.48 Unrealized @ Report Date +73.7%
GBDC GOLUB CAP BDC INC COM 0.2%
Value $1.46M Shares 92,905 Share Price $15.71 * Est. Cost/Share $12.07 Unrealized @ Report Date +9.8%
CLX CLOROX CO DEL COM 0.1%
Value $1.426M Shares 10,447 Share Price $136.47 * Est. Cost/Share $136.13 Unrealized @ Report Date -4.9%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.1%
Value $1.41M Shares 67,863 Share Price $20.77 Est. Cost/Share $21.32 Unrealized @ Report Date
SPGI S&P GLOBAL INC COM 0.1%
Value $1.399M Shares 3,137 Share Price $446.00 Est. Cost/Share $172.09 Unrealized @ Report Date +156.4%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.1%
Value $1.385M Shares 12,758 Share Price $108.53 Est. Cost/Share $123.80 Unrealized @ Report Date -13.6%
SOUTHSTATE CORPORATION COM 0.1%
Value $1.382M Shares 18,082 Share Price $76.42 Est. Cost/Share $75.40 Unrealized @ Report Date
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value $1.375M Shares 7,910 Share Price $173.81 Est. Cost/Share $44.57 Unrealized @ Report Date +290.0%
SCHP SCHWAB US TIPS ETF 0.1%
Value $1.354M Shares 26,028 Share Price $52.01 * Est. Cost/Share $30.50 Unrealized @ Report Date -14.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $1.352M Shares 11,398 Share Price $118.60 Est. Cost/Share $99.75 Unrealized @ Report Date +18.9%
WDAY WORKDAY INC CL A 0.1%
Value $1.338M Shares 5,984 Share Price $223.56 Est. Cost/Share $241.05 Unrealized @ Report Date -7.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $1.323M Shares 7,650 Share Price $172.95 * Est. Cost/Share $106.98 Unrealized @ Report Date +55.0%
MCO MOODYS CORP COM 0.1%
Value $1.285M Shares 3,052 Share Price $420.93 Est. Cost/Share $105.16 Unrealized @ Report Date +295.8%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value $1.284M Shares 21,440 Share Price $59.89 * Est. Cost/Share $29.84 Unrealized @ Report Date +93.7%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $1.256M Shares 5,302 Share Price $236.96 * Est. Cost/Share $125.76 Unrealized @ Report Date +81.7%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value $1.249M Shares 1,221 Share Price $1022.73 Est. Cost/Share $708.78 Unrealized @ Report Date +44.3%
GE GE AEROSPACE COM NEW 0.1%
Value $1.24M Shares 7,802 Share Price $158.96 Est. Cost/Share $112.68 Unrealized @ Report Date +39.6%
SOURCE CAP INC COM 0.1%
Value $1.229M Shares 27,764 Share Price $44.26 Est. Cost/Share $43.75 Unrealized @ Report Date
COP CONOCOPHILLIPS COM 0.1%
Value $1.228M Shares 10,733 Share Price $114.38 * Est. Cost/Share $66.46 Unrealized @ Report Date +64.0%
CVS CVS HEALTH CORP COM 0.1%
Value $1.225M Shares 20,747 Share Price $59.06 * Est. Cost/Share $68.63 Unrealized @ Report Date -19.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value $1.215M Shares 12,523 Share Price $97.04 * Est. Cost/Share $54.27 Unrealized @ Report Date +72.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $1.196M Shares 31,128 Share Price $38.42 * Est. Cost/Share $16.69 Unrealized @ Report Date +15.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value $1.179M Shares 8,610 Share Price $136.90 Est. Cost/Share $87.36 Unrealized @ Report Date +54.1%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value $1.166M Shares 3,902 Share Price $298.70 Est. Cost/Share $370.07 Unrealized @ Report Date -19.3%
LIN LINDE PLC SHS 0.1%
Value $1.165M Shares 2,656 Share Price $438.81 Est. Cost/Share $359.88 Unrealized @ Report Date +19.6%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value $1.146M Shares 19,542 Share Price $58.64 Est. Cost/Share $55.40 Unrealized @ Report Date +5.9%
CPRT COPART INC COM 0.1%
Value $1.125M Shares 20,772 Share Price $54.16 Est. Cost/Share $32.79 Unrealized @ Report Date +65.2%
TDG TRANSDIGM GROUP INC COM 0.1%
Value $1.115M Shares 873 Share Price $1277.61 * Est. Cost/Share $1020.57 Unrealized @ Report Date +10.9%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $1.07M Shares 9,840 Share Price $108.70 * Est. Cost/Share $19.54 Unrealized @ Report Date +11.3%
MTBA SIMPLIFY MBS ETF 0.1%
Value $1.063M Shares 21,100 Share Price $50.36 Est. Cost/Share $50.50 Unrealized @ Report Date -0.3%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value $1.038M Shares 35,835 Share Price $28.98 Est. Cost/Share $23.77 Unrealized @ Report Date
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value $1.032M Shares 63,655 Share Price $16.22 Est. Cost/Share $12.41 Unrealized @ Report Date
NOW SERVICENOW INC COM 0.1%
Value $1.012M Shares 1,286 Share Price $786.67 * Est. Cost/Share $102.31 Unrealized @ Report Date +53.8%
CFR CULLEN FROST BANKERS INC COM 0.1%
Value $1.001M Shares 9,850 Share Price $101.63 * Est. Cost/Share $73.48 Unrealized @ Report Date +32.1%
SBUX STARBUCKS CORP COM 0.1%
Value $983K Shares 12,627 Share Price $77.85 * Est. Cost/Share $55.92 Unrealized @ Report Date +34.0%
MU MICRON TECHNOLOGY INC COM 0.1%
Value $971K Shares 7,385 Share Price $131.53 Est. Cost/Share $70.60 Unrealized @ Report Date +85.1%
BA BOEING CO COM 0.1%
Value $965K Shares 5,301 Share Price $182.01 Est. Cost/Share $143.63 Unrealized @ Report Date +26.7%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value $960K Shares 5,919 Share Price $162.21 Est. Cost/Share $104.73 Unrealized @ Report Date +54.9%
HUM HUMANA INC COM 0.1%
Value $955K Shares 2,557 Share Price $373.65 Est. Cost/Share $212.09 Unrealized @ Report Date +72.7%
D DOMINION ENERGY INC COM 0.1%
Value $954K Shares 19,477 Share Price $49.00 * Est. Cost/Share $51.23 Unrealized @ Report Date -10.8%
CRM SALESFORCE INC COM 0.1%
Value $954K Shares 3,709 Share Price $257.10 Est. Cost/Share $208.95 Unrealized @ Report Date +21.7%
ATO ATMOS ENERGY CORP COM 0.1%
Value $953K Shares 8,172 Share Price $116.65 * Est. Cost/Share $55.25 Unrealized @ Report Date +104.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value $912K Shares 5,530 Share Price $165.00 Est. Cost/Share $121.13 Unrealized @ Report Date +36.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $904K Shares 15,440 Share Price $58.52 Est. Cost/Share $53.97 Unrealized @ Report Date +8.4%
ECL ECOLAB INC COM 0.1%
Value $895K Shares 3,762 Share Price $238.00 Est. Cost/Share $103.53 Unrealized @ Report Date +126.4%
WFC WELLS FARGO CO NEW COM 0.1%
Value $895K Shares 15,067 Share Price $59.39 * Est. Cost/Share $38.76 Unrealized @ Report Date +48.0%
LH LABCORP HOLDINGS INC COM SHS 0.1%
Value $870K Shares 4,277 Share Price $203.51 Est. Cost/Share $199.50 Unrealized @ Report Date +0.3%
MELI MERCADOLIBRE INC COM 0.1%
Value $868K Shares 528 Share Price $1643.40 Est. Cost/Share $1606.12 Unrealized @ Report Date +2.3%
KMI KINDER MORGAN INC DEL COM 0.1%
Value $861K Shares 43,321 Share Price $19.87 * Est. Cost/Share $12.04 Unrealized @ Report Date +54.2%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $818K Shares 9,450 Share Price $86.61 Est. Cost/Share $68.73 Unrealized @ Report Date +26.0%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value $809K Shares 7,601 Share Price $106.46 Est. Cost/Share $69.42 Unrealized @ Report Date +53.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.1%
Value $809K Shares 11,895 Share Price $68.00 * Est. Cost/Share $59.73 Unrealized @ Report Date +11.2%
TGT TARGET CORP COM 0.1%
Value $791K Shares 5,342 Share Price $148.05 * Est. Cost/Share $119.61 Unrealized @ Report Date +16.8%
WY WEYERHAEUSER CO MTN BE COM NEW 0.1%
Value $791K Shares 27,850 Share Price $28.39 * Est. Cost/Share $19.14 Unrealized @ Report Date +41.8%
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.1%
Value $782K Shares 9,625 Share Price $81.28 Est. Cost/Share $60.34 Unrealized @ Report Date +34.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value $762K Shares 11,907 Share Price $64.00 Est. Cost/Share $53.88 Unrealized @ Report Date +18.8%
VPU VANGUARD UTILITIES ETF 0.1%
Value $762K Shares 5,149 Share Price $147.92 Est. Cost/Share $140.89 Unrealized @ Report Date +5.0%
T AT&T INC COM 0.1%
Value $753K Shares 39,393 Share Price $19.11 * Est. Cost/Share $15.05 Unrealized @ Report Date +18.3%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value $751K Shares 8,085 Share Price $92.85 Est. Cost/Share $57.85 Unrealized @ Report Date +60.5%
PHM PULTE GROUP INC COM 0.1%
Value $717K Shares 6,516 Share Price $110.10 Est. Cost/Share $24.12 Unrealized @ Report Date +351.3%
EQH EQUITABLE HLDGS INC COM 0.1%
Value $716K Shares 17,517 Share Price $40.86 * Est. Cost/Share $27.30 Unrealized @ Report Date +44.9%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.1%
Value $700K Shares 6,950 Share Price $100.65 Est. Cost/Share $101.14 Unrealized @ Report Date -0.5%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value $695K Shares 3,806 Share Price $182.52 Est. Cost/Share $158.90 Unrealized @ Report Date +14.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $694K Shares 1,904 Share Price $364.51 * Est. Cost/Share $44.61 Unrealized @ Report Date +104.3%
L LOEWS CORP COM 0.1%
Value $691K Shares 9,250 Share Price $74.74 Est. Cost/Share $36.13 Unrealized @ Report Date +106.0%
GPN GLOBAL PMTS INC COM 0.1%
Value $677K Shares 7,000 Share Price $96.70 Est. Cost/Share $130.86 Unrealized @ Report Date -27.3%
TE CONNECTIVITY LTD SHS 0.1%
Value $661K Shares 4,396 Share Price $150.43 Est. Cost/Share $89.69 Unrealized @ Report Date
MS MORGAN STANLEY COM NEW 0.1%
Value $659K Shares 6,784 Share Price $97.19 * Est. Cost/Share $70.80 Unrealized @ Report Date +31.3%
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value $656K Shares 2,548 Share Price $257.28 * Est. Cost/Share $191.10 Unrealized @ Report Date +30.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value $650K Shares 15,650 Share Price $41.53 * Est. Cost/Share $50.98 Unrealized @ Report Date -25.3%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value $647K Shares 12,427 Share Price $52.06 Est. Cost/Share $53.75 Unrealized @ Report Date -3.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value $639K Shares 8,331 Share Price $76.70 Est. Cost/Share $78.82 Unrealized @ Report Date -2.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value $638K Shares 10,574 Share Price $60.30 Est. Cost/Share $58.90 Unrealized @ Report Date +2.4%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value $628K Shares 2,422 Share Price $259.28 Est. Cost/Share $151.09 Unrealized @ Report Date +69.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value $625K Shares 10,846 Share Price $57.61 Est. Cost/Share $49.33 Unrealized @ Report Date +16.8%
ALL ALLSTATE CORP COM 0.1%
Value $622K Shares 3,895 Share Price $159.66 * Est. Cost/Share $76.14 Unrealized @ Report Date +103.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $615K Shares 2,739 Share Price $224.55 * Est. Cost/Share $128.80 Unrealized @ Report Date +69.4%
HOLX HOLOGIC INC COM 0.1%
Value $589K Shares 7,930 Share Price $74.25 Est. Cost/Share $59.24 Unrealized @ Report Date +26.5%
XBI SPDR S&P BIOTECH ETF 0.1%
Value $587K Shares 6,328 Share Price $92.71 Est. Cost/Share $107.69 Unrealized @ Report Date -13.9%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value $570K Shares 5,987 Share Price $95.20 * Est. Cost/Share $99.60 Unrealized @ Report Date -7.4%
DOV DOVER CORP COM 0.1%
Value $562K Shares 3,113 Share Price $180.45 Est. Cost/Share $69.58 Unrealized @ Report Date +155.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value $560K Shares 13,633 Share Price $41.11 Est. Cost/Share $31.79 Unrealized @ Report Date +29.3%
FCCO FIRST CMNTY CORP S C COM 0.1%
Value $559K Shares 32,424 Share Price $17.25 * Est. Cost/Share $12.01 Unrealized @ Report Date +37.6%
APD AIR PRODS & CHEMS INC COM 0.1%
Value $558K Shares 2,162 Share Price $258.04 * Est. Cost/Share $158.27 Unrealized @ Report Date +55.8%
CB CHUBB LIMITED COM 0.1%
Value $557K Shares 2,183 Share Price $255.08 Est. Cost/Share $193.92 Unrealized @ Report Date +29.8%
QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF 0.1%
Value $549K Shares 14,962 Share Price $36.69 Est. Cost/Share $31.89 Unrealized @ Report Date +15.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $547K Shares 6,979 Share Price $78.33 Est. Cost/Share $56.26 Unrealized @ Report Date +39.2%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value $540K Shares 1,238 Share Price $435.95 * Est. Cost/Share $224.16 Unrealized @ Report Date +89.6%
VAW VANGUARD MATERIALS ETF 0.1%
Value $534K Shares 2,770 Share Price $192.63 Est. Cost/Share $183.21 Unrealized @ Report Date +5.1%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value $529K Shares 3,100 Share Price $170.76 Est. Cost/Share $135.21 Unrealized @ Report Date +26.3%
COR CENCORA INC COM 0.1%
Value $529K Shares 2,349 Share Price $225.30 Est. Cost/Share $72.48 Unrealized @ Report Date +207.1%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value $527K Shares 4,134 Share Price $127.48 Est. Cost/Share $110.20 Unrealized @ Report Date +15.7%
FOXA FOX CORP CL A COM 0.1%
Value $520K Shares 15,123 Share Price $34.37 Est. Cost/Share $34.33 Unrealized @ Report Date -1.5%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value $505K Shares 3,678 Share Price $137.26 Est. Cost/Share $147.50 Unrealized @ Report Date -6.9%
AMLP ALERIAN MLP ETF 0.1%
Value $505K Shares 10,520 Share Price $47.98 Est. Cost/Share $50.86 Unrealized @ Report Date -5.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value $497K Shares 2,722 Share Price $182.52 Est. Cost/Share $117.43 Unrealized @ Report Date +55.5%
LKQ LKQ CORP COM 0.0%
Value $481K Shares 11,556 Share Price $41.59 * Est. Cost/Share $30.30 Unrealized @ Report Date +30.6%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $479K Shares 13,667 Share Price $35.08 Est. Cost/Share $28.73 Unrealized @ Report Date +22.1%
DHI D R HORTON INC COM 0.0%
Value $476K Shares 3,380 Share Price $140.93 Est. Cost/Share $51.59 Unrealized @ Report Date +168.9%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value $474K Shares 6,329 Share Price $74.89 Est. Cost/Share $81.51 Unrealized @ Report Date -8.1%
BLACKROCK INC COM 0.0%
Value $472K Shares 600 Share Price $787.32 Est. Cost/Share $670.62 Unrealized @ Report Date
DE DEERE & CO COM 0.0%
Value $472K Shares 1,264 Share Price $373.64 * Est. Cost/Share $205.48 Unrealized @ Report Date +78.1%
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value $471K Shares 3,519 Share Price $133.95 Est. Cost/Share $81.20 Unrealized @ Report Date
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $470K Shares 3,637 Share Price $129.16 * Est. Cost/Share $77.59 Unrealized @ Report Date +60.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value $462K Shares 4,339 Share Price $106.58 * Est. Cost/Share $79.25 Unrealized @ Report Date +27.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $460K Shares 2,368 Share Price $194.40 * Est. Cost/Share $183.47 Unrealized @ Report Date +0.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $460K Shares 9,310 Share Price $49.42 Est. Cost/Share $41.82 Unrealized @ Report Date +18.2%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $456K Shares 14,754 Share Price $30.93 Est. Cost/Share $40.91 Unrealized @ Report Date -24.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $452K Shares 5,157 Share Price $87.74 * Est. Cost/Share $59.65 Unrealized @ Report Date +39.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $449K Shares 1,009 Share Price $444.85 Est. Cost/Share $300.77 Unrealized @ Report Date +47.9%
MO ALTRIA GROUP INC COM 0.0%
Value $442K Shares 9,696 Share Price $45.55 * Est. Cost/Share $32.31 Unrealized @ Report Date +26.6%
ENTG ENTEGRIS INC COM 0.0%
Value $429K Shares 3,171 Share Price $135.40 Est. Cost/Share $56.95 Unrealized @ Report Date +136.1%
ADI ANALOG DEVICES INC COM 0.0%
Value $426K Shares 1,866 Share Price $228.26 * Est. Cost/Share $141.25 Unrealized @ Report Date +57.7%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $420K Shares 10,113 Share Price $41.53 Est. Cost/Share $34.02 Unrealized @ Report Date +22.1%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $416K Shares 1,665 Share Price $250.11 Est. Cost/Share $228.94 Unrealized @ Report Date +9.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $416K Shares 4,324 Share Price $96.13 Est. Cost/Share $91.95 Unrealized @ Report Date +4.5%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $411K Shares 3,499 Share Price $117.49 Est. Cost/Share $118.03 Unrealized @ Report Date -0.5%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $406K Shares 4,170 Share Price $97.27 Est. Cost/Share $95.64 Unrealized @ Report Date +1.7%
SHEL SHELL PLC SPON ADS 0.0%
Value $404K Shares 5,597 Share Price $72.18 Est. Cost/Share $50.81 Unrealized @ Report Date +42.1%
CTAS CINTAS CORP COM 0.0%
Value $402K Shares 574 Share Price $700.64 * Est. Cost/Share $39.11 Unrealized @ Report Date +342.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $402K Shares 2,446 Share Price $164.28 Est. Cost/Share $128.69 Unrealized @ Report Date +27.7%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $401K Shares 3,210 Share Price $124.79 Est. Cost/Share $63.91 Unrealized @ Report Date +91.8%
BAX BAXTER INTL INC COM 0.0%
Value $400K Shares 11,970 Share Price $33.45 * Est. Cost/Share $44.19 Unrealized @ Report Date -26.6%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $397K Shares 1,728 Share Price $229.57 Est. Cost/Share $203.07 Unrealized @ Report Date +13.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $393K Shares 9,469 Share Price $41.54 * Est. Cost/Share $15.34 Unrealized @ Report Date +78.9%
NUE NUCOR CORP COM 0.0%
Value $389K Shares 2,458 Share Price $158.10 * Est. Cost/Share $63.12 Unrealized @ Report Date +144.4%
NUVEEN SELECT MAT MUN FD SH BEN INT 0.0%
Value $388K Shares 42,869 Share Price $9.04 Est. Cost/Share $10.53 Unrealized @ Report Date
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $382K Shares 6,071 Share Price $62.87 * Est. Cost/Share $15.23 Unrealized @ Report Date +37.6%
MET METLIFE INC COM 0.0%
Value $381K Shares 5,434 Share Price $70.19 * Est. Cost/Share $28.24 Unrealized @ Report Date +137.9%
GDX VANECK GOLD MINERS ETF 0.0%
Value $380K Shares 11,190 Share Price $33.93 Est. Cost/Share $27.49 Unrealized @ Report Date +23.4%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $376K Shares 5,700 Share Price $65.93 Est. Cost/Share $73.57 Unrealized @ Report Date -10.4%
CCAP CRESCENT CAP BDC INC COM 0.0%
Value $370K Shares 19,696 Share Price $18.78 * Est. Cost/Share $10.25 Unrealized @ Report Date +54.0%
TUA SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF 0.0%
Value $369K Shares 17,308 Share Price $21.32 Est. Cost/Share $22.30 Unrealized @ Report Date -4.4%
ETN EATON CORP PLC SHS 0.0%
Value $368K Shares 1,175 Share Price $313.55 Est. Cost/Share $225.55 Unrealized @ Report Date +36.8%
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF 0.0%
Value $368K Shares 7,164 Share Price $51.39 Est. Cost/Share $45.91 Unrealized @ Report Date +11.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $340K Shares 5,390 Share Price $63.08 Est. Cost/Share $17.13 Unrealized @ Report Date +262.3%
GLD SPDR GOLD SHARES 0.0%
Value $336K Shares 1,562 Share Price $215.01 Est. Cost/Share $167.95 Unrealized @ Report Date +28.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $336K Shares 1,128 Share Price $297.54 Est. Cost/Share $222.59 Unrealized @ Report Date +33.7%
BX BLACKSTONE INC COM 0.0%
Value $335K Shares 2,710 Share Price $123.80 * Est. Cost/Share $36.70 Unrealized @ Report Date +223.7%
CSW CSW INDUSTRIALS INC COM 0.0%
Value $333K Shares 1,255 Share Price $265.31 Est. Cost/Share $107.23 Unrealized @ Report Date +145.9%
PSX PHILLIPS 66 COM 0.0%
Value $327K Shares 2,314 Share Price $141.17 * Est. Cost/Share $65.65 Unrealized @ Report Date +103.7%
GEV GE VERNOVA INC COM 0.0%
Value $326K Shares 1,898 Share Price $171.51 Est. Cost/Share $158.10 Unrealized @ Report Date +8.2%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value $322K Shares 2,142 Share Price $150.50 Est. Cost/Share $77.63 Unrealized @ Report Date +93.9%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $321K Shares 8,422 Share Price $38.17 Est. Cost/Share $25.27 Unrealized @ Report Date +51.1%
BLD TOPBUILD CORP COM 0.0%
Value $310K Shares 805 Share Price $385.27 Est. Cost/Share $248.50 Unrealized @ Report Date +55.0%
KR KROGER CO COM 0.0%
Value $305K Shares 6,110 Share Price $49.93 * Est. Cost/Share $28.59 Unrealized @ Report Date +69.2%
EXP EAGLE MATLS INC COM 0.0%
Value $304K Shares 1,400 Share Price $217.46 Est. Cost/Share $217.88 Unrealized @ Report Date -0.8%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $304K Shares 968 Share Price $314.21 * Est. Cost/Share $36.24 Unrealized @ Report Date +73.4%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $303K Shares 1,540 Share Price $197.00 * Est. Cost/Share $125.56 Unrealized @ Report Date +53.2%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $301K Shares 7,290 Share Price $41.33 Est. Cost/Share $29.06 Unrealized @ Report Date +42.2%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value $300K Shares 11,000 Share Price $27.27 Est. Cost/Share $25.95 Unrealized @ Report Date +5.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value $297K Shares 3,260 Share Price $91.16 * Est. Cost/Share $28.79 Unrealized @ Report Date +58.3%
BRO BROWN & BROWN INC COM 0.0%
Value $294K Shares 3,286 Share Price $89.41 Est. Cost/Share $24.43 Unrealized @ Report Date +262.6%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $289K Shares 275 Share Price $1051.03 Est. Cost/Share $675.32 Unrealized @ Report Date +54.8%
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $288K Shares 9,700 Share Price $29.70 Est. Cost/Share $31.06 Unrealized @ Report Date -4.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value $288K Shares 3,964 Share Price $72.64 Est. Cost/Share $67.35 Unrealized @ Report Date +7.9%
BIZD VANECK BDC INCOME ETF 0.0%
Value $285K Shares 16,660 Share Price $17.11 Est. Cost/Share $16.85 Unrealized @ Report Date +1.6%
CTVA CORTEVA INC COM 0.0%
Value $285K Shares 5,279 Share Price $53.94 Est. Cost/Share $25.70 Unrealized @ Report Date +106.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $284K Shares 2,078 Share Price $136.75 Est. Cost/Share $119.66 Unrealized @ Report Date +14.3%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $282K Shares 4,925 Share Price $57.21 Est. Cost/Share $54.54 Unrealized @ Report Date +4.9%
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value $275K Shares 5,961 Share Price $46.09 Est. Cost/Share $38.06 Unrealized @ Report Date +21.1%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $274K Shares 6,268 Share Price $43.76 Est. Cost/Share $34.98 Unrealized @ Report Date +25.1%
DOW DOW INC COM 0.0%
Value $274K Shares 5,164 Share Price $53.05 * Est. Cost/Share $38.92 Unrealized @ Report Date +23.2%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value $270K Shares 8,018 Share Price $33.72 Est. Cost/Share $33.16 Unrealized @ Report Date +1.7%
ZTS ZOETIS INC CL A 0.0%
Value $267K Shares 1,543 Share Price $173.36 Est. Cost/Share $128.70 Unrealized @ Report Date +32.3%
OKE ONEOK INC NEW COM 0.0%
Value $266K Shares 3,263 Share Price $81.55 * Est. Cost/Share $57.33 Unrealized @ Report Date +28.9%
SUPER MICRO COMPUTER INC COM 0.0%
Value $265K Shares 324 Share Price $819.35 Est. Cost/Share $518.61 Unrealized @ Report Date
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.0%
Value $265K Shares 3,595 Share Price $73.62 Est. Cost/Share $71.48 Unrealized @ Report Date +3.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $259K Shares 8,350 Share Price $30.98 * Est. Cost/Share $18.52 Unrealized @ Report Date +61.0%
DLTR DOLLAR TREE INC COM 0.0%
Value $258K Shares 2,418 Share Price $106.77 Est. Cost/Share $93.01 Unrealized @ Report Date +14.8%
LAM RESEARCH CORP COM 0.0%
Value $258K Shares 242 Share Price $1064.85 Est. Cost/Share $533.74 Unrealized @ Report Date
OC OWENS CORNING NEW COM 0.0%
Value $254K Shares 1,460 Share Price $173.72 Est. Cost/Share $64.35 Unrealized @ Report Date +170.0%
HEI HEICO CORP NEW COM 0.0%
Value $250K Shares 1,117 Share Price $223.61 Est. Cost/Share $70.27 Unrealized @ Report Date +218.2%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value $249K Shares 4,500 Share Price $55.44 * Est. Cost/Share $29.07 Unrealized @ Report Date +96.6%
PFIX SIMPLIFY INTEREST RATE HEDGE ETF 0.0%
Value $245K Shares 5,125 Share Price $47.85 Est. Cost/Share $47.03 Unrealized @ Report Date +1.7%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value $245K Shares 1,526 Share Price $160.39 Est. Cost/Share $123.38 Unrealized @ Report Date +29.0%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $244K Shares 2,875 Share Price $84.95 Est. Cost/Share $22.93 Unrealized @ Report Date +270.5%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $244K Shares 790 Share Price $308.50 Est. Cost/Share $251.80 Unrealized @ Report Date +22.6%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $242K Shares 2,515 Share Price $96.26 * Est. Cost/Share $47.48 Unrealized @ Report Date +97.6%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $241K Shares 6,444 Share Price $37.33 Est. Cost/Share $36.96 Unrealized @ Report Date +1.0%
URI UNITED RENTALS INC COM 0.0%
Value $237K Shares 366 Share Price $646.73 Est. Cost/Share $191.86 Unrealized @ Report Date +232.7%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $234K Shares 1,153 Share Price $203.34 * Est. Cost/Share $102.86 Unrealized @ Report Date +92.9%
SYNOVUS FINL CORP COM NEW 0.0%
Value $234K Shares 5,813 Share Price $40.19 Est. Cost/Share $32.90 Unrealized @ Report Date
WMB WILLIAMS COS INC COM 0.0%
Value $233K Shares 5,479 Share Price $42.50 * Est. Cost/Share $24.79 Unrealized @ Report Date +62.5%
SYY SYSCO CORP COM 0.0%
Value $232K Shares 3,249 Share Price $71.39 * Est. Cost/Share $45.65 Unrealized @ Report Date +49.0%
EBAY EBAY INC. COM 0.0%
Value $231K Shares 4,306 Share Price $53.72 * Est. Cost/Share $24.19 Unrealized @ Report Date +116.8%
QLD PROSHARES ULTRA QQQ 0.0%
Value $231K Shares 2,312 Share Price $99.81 * Est. Cost/Share $43.05 Unrealized @ Report Date +15.9%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $229K Shares 3,100 Share Price $73.82 * Est. Cost/Share $18.81 Unrealized @ Report Date +96.3%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $224K Shares 3,454 Share Price $64.95 Est. Cost/Share $54.39 Unrealized @ Report Date +19.4%
GNRC GENERAC HLDGS INC COM 0.0%
Value $223K Shares 1,690 Share Price $132.22 Est. Cost/Share $177.07 Unrealized @ Report Date -25.3%
CMI CUMMINS INC COM 0.0%
Value $221K Shares 799 Share Price $276.87 * Est. Cost/Share $142.18 Unrealized @ Report Date +88.9%
CAH CARDINAL HEALTH INC COM 0.0%
Value $221K Shares 2,248 Share Price $98.34 * Est. Cost/Share $63.23 Unrealized @ Report Date +51.4%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $220K Shares 2,736 Share Price $80.49 * Est. Cost/Share $31.89 Unrealized @ Report Date +2.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $217K Shares 10,250 Share Price $21.17 * Est. Cost/Share $6.64 Unrealized @ Report Date +206.4%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 0.0%
Value $216K Shares 2,970 Share Price $72.87 * Est. Cost/Share $34.04 Unrealized @ Report Date +105.0%
ALLY ALLY FINL INC COM 0.0%
Value $216K Shares 5,434 Share Price $39.67 * Est. Cost/Share $16.34 Unrealized @ Report Date +129.8%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $215K Shares 4,425 Share Price $48.67 Est. Cost/Share $48.69 Unrealized @ Report Date -0.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value $215K Shares 392 Share Price $547.23 Est. Cost/Share $338.19 Unrealized @ Report Date +61.8%
CPAY CORPAY INC COM SHS 0.0%
Value $214K Shares 805 Share Price $266.41 Est. Cost/Share $286.94 Unrealized @ Report Date -7.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $214K Shares 1,770 Share Price $120.97 Est. Cost/Share $92.81 Unrealized @ Report Date +30.4%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value $214K Shares 4,182 Share Price $51.09 Est. Cost/Share $34.94 Unrealized @ Report Date +46.2%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $213K Shares 78,000 Share Price $2.73 Est. Cost/Share $2.52 Unrealized @ Report Date +8.5%
PGR PROGRESSIVE CORP COM 0.0%
Value $212K Shares 1,021 Share Price $207.71 * Est. Cost/Share $94.75 Unrealized @ Report Date +101.8%
VMC VULCAN MATLS CO COM 0.0%
Value $212K Shares 851 Share Price $248.68 Est. Cost/Share $101.29 Unrealized @ Report Date +142.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $206K Shares 381 Share Price $541.80 Est. Cost/Share $163.41 Unrealized @ Report Date +228.7%
CMA COMERICA INC COM 0.0%
Value $204K Shares 4,000 Share Price $51.04 * Est. Cost/Share $46.73 Unrealized @ Report Date +1.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $204K Shares 2,613 Share Price $77.92 Est. Cost/Share $71.38 Unrealized @ Report Date +8.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value $203K Shares 868 Share Price $233.71 * Est. Cost/Share $179.54 Unrealized @ Report Date +26.3%
MMM 3M CO COM 0.0%
Value $202K Shares 1,975 Share Price $102.19 * Est. Cost/Share $98.74 Unrealized @ Report Date +0.5%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $202K Shares 1,721 Share Price $117.19 * Est. Cost/Share $64.85 Unrealized @ Report Date +68.1%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $201K Shares 2,717 Share Price $74.08 * Est. Cost/Share $21.40 Unrealized @ Report Date +15.4%
CNC CENTENE CORP DEL COM 0.0%
Value $199K Shares 3,000 Share Price $66.30 * Est. Cost/Share $64.72 Unrealized @ Report Date +12.4%
ED CONSOLIDATED EDISON INC COM 0.0%
Value $197K Shares 2,200 Share Price $89.42 * Est. Cost/Share $63.62 Unrealized @ Report Date +33.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $191K Shares 14,500 Share Price $13.18 * Est. Cost/Share $11.41 Unrealized @ Report Date +9.0%
IQV IQVIA HLDGS INC COM 0.0%
Value $190K Shares 900 Share Price $211.44 Est. Cost/Share $212.09 Unrealized @ Report Date -0.3%
CACI CACI INTL INC CL A 0.0%
Value $190K Shares 441 Share Price $430.13 Est. Cost/Share $242.63 Unrealized @ Report Date +77.3%
MFC MANULIFE FINL CORP COM 0.0%
Value $189K Shares 7,100 Share Price $26.62 Est. Cost/Share $22.26 Unrealized @ Report Date +19.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value $188K Shares 1,234 Share Price $152.30 Est. Cost/Share $116.18 Unrealized @ Report Date +31.1%
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value $184K Shares 5,211 Share Price $35.32 Est. Cost/Share $29.96 Unrealized @ Report Date +17.9%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value $183K Shares 3,904 Share Price $46.77 Est. Cost/Share $40.11 Unrealized @ Report Date +16.6%
XYL XYLEM INC COM 0.0%
Value $181K Shares 1,337 Share Price $135.63 Est. Cost/Share $58.35 Unrealized @ Report Date +128.4%
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value $180K Shares 6,789 Share Price $26.57 Est. Cost/Share $22.26 Unrealized @ Report Date +19.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $179K Shares 1,061 Share Price $168.79 Est. Cost/Share $168.77 Unrealized @ Report Date +0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $176K Shares 1,395 Share Price $125.99 Est. Cost/Share $112.36 Unrealized @ Report Date +11.2%
VNT VONTIER CORPORATION COM 0.0%
Value $175K Shares 4,583 Share Price $38.20 Est. Cost/Share $31.20 Unrealized @ Report Date +22.4%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF 0.0%
Value $175K Shares 3,500 Share Price $49.87 Est. Cost/Share $49.69 Unrealized @ Report Date +0.4%
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value $170K Shares 3,000 Share Price $56.54 Est. Cost/Share $28.04 Unrealized @ Report Date
EMN EASTMAN CHEM CO COM 0.0%
Value $169K Shares 1,720 Share Price $97.97 * Est. Cost/Share $65.17 Unrealized @ Report Date +41.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value $168K Shares 744 Share Price $226.23 * Est. Cost/Share $93.80 Unrealized @ Report Date +20.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value $167K Shares 1,659 Share Price $100.84 * Est. Cost/Share $14.93 Unrealized @ Report Date +68.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $164K Shares 3,293 Share Price $49.95 Est. Cost/Share $45.40 Unrealized @ Report Date +10.0%
YUM YUM BRANDS INC COM 0.0%
Value $164K Shares 1,237 Share Price $132.46 * Est. Cost/Share $45.84 Unrealized @ Report Date +180.7%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value $164K Shares 5,914 Share Price $27.67 Est. Cost/Share $28.71 Unrealized @ Report Date -3.6%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $163K Shares 8,144 Share Price $20.04 * Est. Cost/Share $15.18 Unrealized @ Report Date +24.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $163K Shares 289 Share Price $563.66 Est. Cost/Share $412.96 Unrealized @ Report Date +35.0%
HPQ HP INC COM 0.0%
Value $162K Shares 4,627 Share Price $35.02 * Est. Cost/Share $8.05 Unrealized @ Report Date +309.5%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $162K Shares 419 Share Price $386.05 Est. Cost/Share $200.24 Unrealized @ Report Date +89.8%
FAST FASTENAL CO COM 0.0%
Value $161K Shares 2,564 Share Price $62.84 * Est. Cost/Share $22.57 Unrealized @ Report Date +34.9%
INCY INCYTE CORP COM 0.0%
Value $161K Shares 2,650 Share Price $60.62 * Est. Cost/Share $74.22 Unrealized @ Report Date -23.7%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $158K Shares 1,305 Share Price $120.74 Est. Cost/Share $81.87 Unrealized @ Report Date +47.5%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $157K Shares 2,244 Share Price $70.12 Est. Cost/Share $55.80 Unrealized @ Report Date +25.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $157K Shares 1,871 Share Price $83.96 Est. Cost/Share $57.33 Unrealized @ Report Date +46.4%
NKE NIKE INC CL B 0.0%
Value $155K Shares 2,060 Share Price $75.37 * Est. Cost/Share $95.29 Unrealized @ Report Date -23.5%
CCK CROWN HLDGS INC COM 0.0%
Value $154K Shares 2,065 Share Price $74.39 Est. Cost/Share $65.97 Unrealized @ Report Date +10.9%
TAN INVESCO SOLAR ETF 0.0%
Value $153K Shares 3,795 Share Price $40.21 Est. Cost/Share $21.97 Unrealized @ Report Date +83.0%
MDU MDU RES GROUP INC COM 0.0%
Value $151K Shares 6,000 Share Price $25.10 * Est. Cost/Share $10.06 Unrealized @ Report Date +32.4%
SNY SANOFI SPONSORED ADR 0.0%
Value $150K Shares 3,100 Share Price $48.52 Est. Cost/Share $48.92 Unrealized @ Report Date -0.8%
NWSA NEWS CORP NEW CL A 0.0%
Value $148K Shares 5,362 Share Price $27.57 Est. Cost/Share $10.51 Unrealized @ Report Date +159.5%
PH PARKER-HANNIFIN CORP COM 0.0%
Value $145K Shares 287 Share Price $505.81 Est. Cost/Share $204.26 Unrealized @ Report Date +144.0%
IDXX IDEXX LABS INC COM 0.0%
Value $143K Shares 294 Share Price $487.20 Est. Cost/Share $486.39 Unrealized @ Report Date +0.2%
F FORD MTR CO DEL COM 0.0%
Value $141K Shares 11,267 Share Price $12.54 * Est. Cost/Share $7.23 Unrealized @ Report Date +56.8%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $141K Shares 696 Share Price $202.89 Est. Cost/Share $195.52 Unrealized @ Report Date +3.8%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $140K Shares 3,381 Share Price $41.51 Est. Cost/Share $32.13 Unrealized @ Report Date +29.2%
HON HONEYWELL INTL INC COM 0.0%
Value $140K Shares 657 Share Price $213.54 * Est. Cost/Share $155.98 Unrealized @ Report Date +25.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $140K Shares 1,750 Share Price $79.93 Est. Cost/Share $88.93 Unrealized @ Report Date -10.1%
PNR PENTAIR PLC SHS 0.0%
Value $139K Shares 1,809 Share Price $76.67 Est. Cost/Share $52.54 Unrealized @ Report Date +43.7%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value $138K Shares 5,025 Share Price $27.44 Est. Cost/Share $39.18 Unrealized @ Report Date
J JACOBS SOLUTIONS INC COM 0.0%
Value $137K Shares 981 Share Price $139.71 * Est. Cost/Share $94.57 Unrealized @ Report Date +20.5%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value $137K Shares 1,632 Share Price $83.67 Est. Cost/Share $36.69 Unrealized @ Report Date +126.2%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $135K Shares 2,784 Share Price $48.54 Est. Cost/Share $47.78 Unrealized @ Report Date +1.6%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $131K Shares 740 Share Price $176.65 Est. Cost/Share $197.52 Unrealized @ Report Date -11.5%
C CITIGROUP INC COM NEW 0.0%
Value $130K Shares 2,056 Share Price $63.46 * Est. Cost/Share $45.20 Unrealized @ Report Date +34.1%
GPC GENUINE PARTS CO COM 0.0%
Value $130K Shares 943 Share Price $138.32 * Est. Cost/Share $87.30 Unrealized @ Report Date +51.2%
ARCC ARES CAPITAL CORP COM 0.0%
Value $128K Shares 6,161 Share Price $20.84 * Est. Cost/Share $11.91 Unrealized @ Report Date +53.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $128K Shares 1,400 Share Price $91.50 * Est. Cost/Share $65.81 Unrealized @ Report Date +33.1%
USB US BANCORP DEL COM NEW 0.0%
Value $127K Shares 3,200 Share Price $39.70 * Est. Cost/Share $36.20 Unrealized @ Report Date +2.8%
MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 0.0%
Value $127K Shares 4,040 Share Price $31.35 Est. Cost/Share $34.01 Unrealized @ Report Date -7.8%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $126K Shares 1,400 Share Price $90.08 Est. Cost/Share $89.68 Unrealized @ Report Date +0.4%
XAR SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $123K Shares 880 Share Price $139.98 Est. Cost/Share $139.39 Unrealized @ Report Date +0.4%
VLTO VERALTO CORP COM SHS 0.0%
Value $123K Shares 1,288 Share Price $95.47 Est. Cost/Share $73.75 Unrealized @ Report Date +28.6%
FE FIRSTENERGY CORP COM 0.0%
Value $122K Shares 3,200 Share Price $38.27 * Est. Cost/Share $30.39 Unrealized @ Report Date +18.4%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value $121K Shares 1,383 Share Price $87.84 Est. Cost/Share $69.17 Unrealized @ Report Date +27.0%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value $120K Shares 823 Share Price $145.75 Est. Cost/Share $122.69 Unrealized @ Report Date +18.8%
EOG EOG RES INC COM 0.0%
Value $120K Shares 953 Share Price $125.82 * Est. Cost/Share $112.26 Unrealized @ Report Date +6.9%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value $119K Shares 9,869 Share Price $12.10 Est. Cost/Share $44.91 Unrealized @ Report Date
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value $119K Shares 1,908 Share Price $62.12 Est. Cost/Share $56.55 Unrealized @ Report Date +9.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value $114K Shares 1,494 Share Price $76.58 Est. Cost/Share $62.25 Unrealized @ Report Date +23.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value $114K Shares 3,375 Share Price $33.79 Est. Cost/Share $26.29 Unrealized @ Report Date
HSY HERSHEY CO COM 0.0%
Value $114K Shares 619 Share Price $183.83 * Est. Cost/Share $147.84 Unrealized @ Report Date +18.6%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $113K Shares 893 Share Price $126.08 Est. Cost/Share $141.83 Unrealized @ Report Date -11.1%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value $109K Shares 2,197 Share Price $49.52 Est. Cost/Share $49.23 Unrealized @ Report Date +0.6%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value $106K Shares 23,000 Share Price $4.63 Est. Cost/Share $3.41 Unrealized @ Report Date +35.6%
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value $105K Shares 1,500 Share Price $70.14 Est. Cost/Share $44.43 Unrealized @ Report Date +57.9%
FRST PRIMIS FINANCIAL CORP COM 0.0%
Value $105K Shares 10,000 Share Price $10.48 * Est. Cost/Share $12.69 Unrealized @ Report Date -22.4%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value $105K Shares 1,189 Share Price $88.13 Est. Cost/Share $72.54 Unrealized @ Report Date +21.5%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $105K Shares 318 Share Price $328.93 Est. Cost/Share $70.24 Unrealized @ Report Date +362.9%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $104K Shares 2,165 Share Price $48.13 * Est. Cost/Share $25.23 Unrealized @ Report Date -4.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value $102K Shares 1,390 Share Price $73.70 * Est. Cost/Share $58.16 Unrealized @ Report Date +21.0%
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value $99,180 Shares 500 Share Price $198.36 Est. Cost/Share $100.83 Unrealized @ Report Date +96.7%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value $98,739 Shares 503 Share Price $196.30 * Est. Cost/Share $216.81 Unrealized @ Report Date -12.1%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value $97,633 Shares 1,433 Share Price $68.13 * Est. Cost/Share $30.72 Unrealized @ Report Date +10.9%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value $96,973 Shares 1,780 Share Price $54.48 Est. Cost/Share $49.23 Unrealized @ Report Date +10.7%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value $96,148 Shares 756 Share Price $127.18 Est. Cost/Share $119.19 Unrealized @ Report Date +6.7%
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value $93,483 Shares 846 Share Price $110.50 Est. Cost/Share $110.72 Unrealized @ Report Date -0.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $93,179 Shares 1,007 Share Price $92.53 Est. Cost/Share $63.68 Unrealized @ Report Date +45.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $91,521 Shares 234 Share Price $391.12 Est. Cost/Share $342.65 Unrealized @ Report Date +14.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $91,449 Shares 942 Share Price $97.08 Est. Cost/Share $96.91 Unrealized @ Report Date +0.2%
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value $90,873 Shares 50 Share Price $1817.46 * Est. Cost/Share $1167.46 Unrealized @ Report Date +51.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $90,408 Shares 653 Share Price $138.45 * Est. Cost/Share $62.95 Unrealized @ Report Date +115.5%
NDAQ NASDAQ INC COM 0.0%
Value $90,390 Shares 1,500 Share Price $60.26 Est. Cost/Share $48.22 Unrealized @ Report Date +22.7%
O REALTY INCOME CORP COM 0.0%
Value $90,241 Shares 1,708 Share Price $52.83 * Est. Cost/Share $52.59 Unrealized @ Report Date -8.1%
CBRE CBRE GROUP INC CL A 0.0%
Value $89,912 Shares 1,009 Share Price $89.11 Est. Cost/Share $56.88 Unrealized @ Report Date +56.7%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $88,134 Shares 230 Share Price $383.19 Est. Cost/Share $221.48 Unrealized @ Report Date +73.0%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value $88,061 Shares 1,465 Share Price $60.11 Est. Cost/Share $57.71 Unrealized @ Report Date +4.2%
KRNT KORNIT DIGITAL LTD SHS 0.0%
Value $87,840 Shares 6,000 Share Price $14.64 * Est. Cost/Share $22.59 Unrealized @ Report Date -31.7%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $87,297 Shares 1,385 Share Price $63.03 * Est. Cost/Share $58.96 Unrealized @ Report Date +3.7%
MTRN MATERION CORP COM 0.0%
Value $86,504 Shares 800 Share Price $108.13 Est. Cost/Share $80.32 Unrealized @ Report Date +34.6%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $85,738 Shares 2,567 Share Price $33.40 * Est. Cost/Share $30.80 Unrealized @ Report Date +3.7%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value $85,270 Shares 3,430 Share Price $24.86 Est. Cost/Share $24.34 Unrealized @ Report Date
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $85,253 Shares 61 Share Price $1397.59 Est. Cost/Share $532.08 Unrealized @ Report Date +162.7%
GIS GENERAL MLS INC COM 0.0%
Value $84,510 Shares 1,336 Share Price $63.26 * Est. Cost/Share $53.81 Unrealized @ Report Date +10.4%
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $83,670 Shares 855 Share Price $97.86 Est. Cost/Share $66.70 Unrealized @ Report Date +46.7%
TGTX TG THERAPEUTICS INC COM 0.0%
Value $83,613 Shares 4,700 Share Price $17.79 Est. Cost/Share $13.94 Unrealized @ Report Date +27.6%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value $83,602 Shares 1,764 Share Price $47.39 * Est. Cost/Share $32.30 Unrealized @ Report Date +40.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $83,400 Shares 1,558 Share Price $53.53 Est. Cost/Share $52.81 Unrealized @ Report Date +1.4%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value $83,019 Shares 414 Share Price $200.53 * Est. Cost/Share $373.77 Unrealized @ Report Date -47.7%
SSO PROSHARES ULTRA S&P 500 0.0%
Value $82,600 Shares 1,000 Share Price $82.60 Est. Cost/Share $65.07 Unrealized @ Report Date
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value $81,346 Shares 1,298 Share Price $62.67 Est. Cost/Share $65.73 Unrealized @ Report Date -4.7%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value $81,308 Shares 84 Share Price $967.95 * Est. Cost/Share $101.34 Unrealized @ Report Date +59.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value $80,986 Shares 444 Share Price $182.40 * Est. Cost/Share $69.27 Unrealized @ Report Date +31.6%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $80,958 Shares 258 Share Price $313.79 Est. Cost/Share $118.32 Unrealized @ Report Date +165.2%
KBR KBR INC COM 0.0%
Value $80,175 Shares 1,250 Share Price $64.14 Est. Cost/Share $39.57 Unrealized @ Report Date +59.1%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $79,638 Shares 250 Share Price $318.55 Est. Cost/Share $213.27 Unrealized @ Report Date +49.4%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value $78,866 Shares 10,558 Share Price $7.47 Est. Cost/Share $6.76 Unrealized @ Report Date
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $78,648 Shares 970 Share Price $81.08 Est. Cost/Share $69.92 Unrealized @ Report Date +16.0%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $78,393 Shares 1,478 Share Price $53.04 Est. Cost/Share $42.66 Unrealized @ Report Date +24.3%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.0%
Value $78,161 Shares 1,701 Share Price $45.95 Est. Cost/Share $43.25 Unrealized @ Report Date +6.3%
WSM WILLIAMS SONOMA INC COM 0.0%
Value $77,789 Shares 275 Share Price $282.87 * Est. Cost/Share $54.54 Unrealized @ Report Date +153.0%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $77,595 Shares 2,495 Share Price $31.10 * Est. Cost/Share $33.94 Unrealized @ Report Date -16.4%
DAR DARLING INGREDIENTS INC COM 0.0%
Value $77,175 Shares 2,100 Share Price $36.75 * Est. Cost/Share $37.34 Unrealized @ Report Date +11.1%
ULTA ULTA BEAUTY INC COM 0.0%
Value $76,402 Shares 198 Share Price $385.87 Est. Cost/Share $429.55 Unrealized @ Report Date -10.2%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value $75,866 Shares 1,400 Share Price $54.19 Est. Cost/Share $51.64 Unrealized @ Report Date +4.9%
IP INTERNATIONAL PAPER CO COM 0.0%
Value $74,995 Shares 1,738 Share Price $43.15 * Est. Cost/Share $40.14 Unrealized @ Report Date +1.4%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value $74,992 Shares 924 Share Price $81.16 Est. Cost/Share $76.45 Unrealized @ Report Date +6.2%
BWA BORGWARNER INC COM 0.0%
Value $74,152 Shares 2,300 Share Price $32.24 * Est. Cost/Share $30.65 Unrealized @ Report Date +3.0%
BLACKROCK MUNIYILD QULT FD INC COM 0.0%
Value $73,447 Shares 5,981 Share Price $12.28 Est. Cost/Share $16.03 Unrealized @ Report Date
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value $72,665 Shares 525 Share Price $138.41 Est. Cost/Share $89.93 Unrealized @ Report Date +53.9%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $72,635 Shares 681 Share Price $106.66 Est. Cost/Share $89.29 Unrealized @ Report Date +19.5%
KLAC KLA CORP COM NEW 0.0%
Value $71,732 Shares 87 Share Price $824.51 Est. Cost/Share $351.46 Unrealized @ Report Date +131.5%
BP BP PLC SPONSORED ADR 0.0%
Value $70,985 Shares 1,966 Share Price $36.11 Est. Cost/Share $33.20 Unrealized @ Report Date +8.7%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $70,126 Shares 1,843 Share Price $38.05 * Est. Cost/Share $27.10 Unrealized @ Report Date +33.9%
FTRE FORTREA HLDGS INC COMMON STOCK 0.0%
Value $69,273 Shares 2,968 Share Price $23.34 Est. Cost/Share $29.59 Unrealized @ Report Date -21.1%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value $68,849 Shares 3,950 Share Price $17.43 * Est. Cost/Share $12.98 Unrealized @ Report Date -30.8%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value $68,600 Shares 1,000 Share Price $68.60 Est. Cost/Share $54.06 Unrealized @ Report Date +26.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value $67,232 Shares 800 Share Price $84.04 Est. Cost/Share $78.69 Unrealized @ Report Date +6.8%
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value $67,055 Shares 1,120 Share Price $59.87 Est. Cost/Share $48.36 Unrealized @ Report Date +23.8%
EATON VANCE MUN INCOME 2028 TE SHS 0.0%
Value $65,450 Shares 3,500 Share Price $18.70 Est. Cost/Share $20.19 Unrealized @ Report Date
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value $65,077 Shares 3,262 Share Price $19.95 Est. Cost/Share $20.05 Unrealized @ Report Date -0.5%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $64,680 Shares 469 Share Price $137.91 * Est. Cost/Share $98.03 Unrealized @ Report Date +37.2%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $64,483 Shares 675 Share Price $95.53 Est. Cost/Share $83.08 Unrealized @ Report Date +15.0%
CCI CROWN CASTLE INC COM 0.0%
Value $64,482 Shares 660 Share Price $97.70 * Est. Cost/Share $85.42 Unrealized @ Report Date +5.6%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $64,448 Shares 922 Share Price $69.90 Est. Cost/Share $53.56 Unrealized @ Report Date +29.8%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $61,569 Shares 830 Share Price $74.18 Est. Cost/Share $71.09 Unrealized @ Report Date +4.3%
TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES 0.0%
Value $61,349 Shares 630 Share Price $97.38 Est. Cost/Share $50.67 Unrealized @ Report Date +92.2%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $60,687 Shares 450 Share Price $134.86 Est. Cost/Share $81.25 Unrealized @ Report Date +62.7%
SILA SILA REALTY TRUST INC COMMON STOCK 0.0%
Value $60,483 Shares 2,857 Share Price $21.17 Est. Cost/Share $21.17 Unrealized @ Report Date
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $60,345 Shares 1,500 Share Price $40.23 Est. Cost/Share $39.12 Unrealized @ Report Date +2.8%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value $58,920 Shares 4,000 Share Price $14.73 Est. Cost/Share $15.99 Unrealized @ Report Date -7.9%
TKR TIMKEN CO COM 0.0%
Value $57,854 Shares 722 Share Price $80.13 Est. Cost/Share $47.31 Unrealized @ Report Date +69.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $57,414 Shares 7,717 Share Price $7.44 Est. Cost/Share $18.31 Unrealized @ Report Date -59.4%
SHOP SHOPIFY INC CL A 0.0%
Value $57,133 Shares 865 Share Price $66.05 Est. Cost/Share $53.31 Unrealized @ Report Date +23.9%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value $55,509 Shares 369 Share Price $150.43 Est. Cost/Share $135.86 Unrealized @ Report Date +10.7%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value $55,098 Shares 1,458 Share Price $37.79 Est. Cost/Share $37.77 Unrealized @ Report Date +0.0%
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value $54,896 Shares 781 Share Price $70.29 Est. Cost/Share $70.29 Unrealized @ Report Date
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $53,508 Shares 100 Share Price $535.08 Est. Cost/Share $267.28 Unrealized @ Report Date +100.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $52,338 Shares 641 Share Price $81.65 Est. Cost/Share $85.78 Unrealized @ Report Date -4.8%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value $52,125 Shares 1,465 Share Price $35.58 Est. Cost/Share $36.52 Unrealized @ Report Date -2.6%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $51,929 Shares 462 Share Price $112.40 Est. Cost/Share $79.20 Unrealized @ Report Date +41.9%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value $51,898 Shares 1,100 Share Price $47.18 * Est. Cost/Share $50.31 Unrealized @ Report Date -10.3%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value $51,834 Shares 796 Share Price $65.12 Est. Cost/Share $78.67 Unrealized @ Report Date
TIP ISHARES TIPS BOND ETF 0.0%
Value $51,682 Shares 484 Share Price $106.78 Est. Cost/Share $111.56 Unrealized @ Report Date -4.3%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $51,495 Shares 236 Share Price $218.20 Est. Cost/Share $62.40 Unrealized @ Report Date +248.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $51,090 Shares 109 Share Price $468.72 Est. Cost/Share $339.98 Unrealized @ Report Date +37.9%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $50,701 Shares 334 Share Price $151.80 * Est. Cost/Share $102.22 Unrealized @ Report Date +38.0%
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value $50,695 Shares 3,918 Share Price $12.94 Est. Cost/Share $14.00 Unrealized @ Report Date
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $50,556 Shares 390 Share Price $129.63 Est. Cost/Share $118.99 Unrealized @ Report Date +7.7%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $49,840 Shares 4,000 Share Price $12.46 Est. Cost/Share $15.73 Unrealized @ Report Date
FFIV F5 INC COM 0.0%
Value $49,086 Shares 285 Share Price $172.23 Est. Cost/Share $150.58 Unrealized @ Report Date +14.4%
USFD US FOODS HLDG CORP COM 0.0%
Value $49,007 Shares 925 Share Price $52.98 Est. Cost/Share $23.78 Unrealized @ Report Date +122.8%
CME CME GROUP INC COM 0.0%
Value $48,757 Shares 248 Share Price $196.60 * Est. Cost/Share $74.53 Unrealized @ Report Date +150.1%
NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF 0.0%
Value $48,625 Shares 1,562 Share Price $31.13 Est. Cost/Share $30.91 Unrealized @ Report Date +0.7%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $48,600 Shares 200 Share Price $243.00 Est. Cost/Share $125.65 Unrealized @ Report Date +93.4%
DISCOVER FINL SVCS COM 0.0%
Value $48,531 Shares 371 Share Price $130.81 Est. Cost/Share $96.46 Unrealized @ Report Date
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.0%
Value $47,916 Shares 1,100 Share Price $43.56 Est. Cost/Share $42.60 Unrealized @ Report Date +2.2%
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value $47,820 Shares 3,000 Share Price $15.94 * Est. Cost/Share $11.82 Unrealized @ Report Date +31.2%
HUBG HUB GROUP INC CL A 0.0%
Value $47,355 Shares 1,100 Share Price $43.05 Est. Cost/Share $42.72 Unrealized @ Report Date -1.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value $47,286 Shares 388 Share Price $121.87 Est. Cost/Share $83.99 Unrealized @ Report Date +45.1%
KHC KRAFT HEINZ CO COM 0.0%
Value $47,251 Shares 1,466 Share Price $32.23 * Est. Cost/Share $35.43 Unrealized @ Report Date -16.2%
PATTERSON COS INC COM 0.0%
Value $47,034 Shares 1,950 Share Price $24.12 Est. Cost/Share $35.41 Unrealized @ Report Date
AVY AVERY DENNISON CORP COM 0.0%
Value $47,010 Shares 215 Share Price $218.65 * Est. Cost/Share $111.40 Unrealized @ Report Date +90.6%
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 0.0%
Value $46,126 Shares 1,957 Share Price $23.57 Est. Cost/Share $23.52 Unrealized @ Report Date +0.2%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $46,056 Shares 587 Share Price $78.46 * Est. Cost/Share $41.25 Unrealized @ Report Date +80.7%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $45,782 Shares 118 Share Price $387.98 Est. Cost/Share $408.76 Unrealized @ Report Date -5.1%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value $44,700 Shares 2,000 Share Price $22.35 * Est. Cost/Share $24.25 Unrealized @ Report Date -15.6%
IUS INVESCO RAFI STRATEGIC US ETF 0.0%
Value $44,584 Shares 940 Share Price $47.43 Est. Cost/Share $40.98 Unrealized @ Report Date +15.8%
NVT NVENT ELECTRIC PLC SHS 0.0%
Value $44,281 Shares 578 Share Price $76.61 Est. Cost/Share $58.67 Unrealized @ Report Date +28.2%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value $44,028 Shares 1,752 Share Price $25.13 Est. Cost/Share $24.42 Unrealized @ Report Date
AWR AMER STATES WTR CO COM 0.0%
Value $43,678 Shares 602 Share Price $72.55 * Est. Cost/Share $47.02 Unrealized @ Report Date +48.8%
EQIX EQUINIX INC COM 0.0%
Value $43,126 Shares 57 Share Price $756.60 * Est. Cost/Share $603.98 Unrealized @ Report Date +21.3%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value $42,748 Shares 423 Share Price $101.06 Est. Cost/Share $76.00 Unrealized @ Report Date +33.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $42,439 Shares 598 Share Price $70.97 * Est. Cost/Share $67.70 Unrealized @ Report Date +0.4%
BANC BANC OF CALIFORNIA INC COM 0.0%
Value $41,970 Shares 3,284 Share Price $12.78 * Est. Cost/Share $11.64 Unrealized @ Report Date +13.4%
PKG PACKAGING CORP AMER COM 0.0%
Value $41,624 Shares 228 Share Price $182.56 * Est. Cost/Share $135.71 Unrealized @ Report Date +29.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $41,239 Shares 134 Share Price $307.75 Est. Cost/Share $250.33 Unrealized @ Report Date +22.9%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $40,323 Shares 514 Share Price $78.45 * Est. Cost/Share $47.24 Unrealized @ Report Date +57.1%
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value $40,206 Shares 404 Share Price $99.52 Est. Cost/Share $83.94 Unrealized @ Report Date +18.6%
TSN TYSON FOODS INC CL A 0.0%
Value $39,998 Shares 700 Share Price $57.14 * Est. Cost/Share $55.39 Unrealized @ Report Date -1.9%
CC CHEMOURS CO COM 0.0%
Value $39,905 Shares 1,768 Share Price $22.57 * Est. Cost/Share $12.57 Unrealized @ Report Date +68.4%
TUR ISHARES MSCI TURKEY ETF 0.0%
Value $39,793 Shares 947 Share Price $42.02 Est. Cost/Share $30.94 Unrealized @ Report Date +35.8%
MAC MACERICH CO COM 0.0%
Value $39,681 Shares 2,570 Share Price $15.44 Est. Cost/Share $9.73 Unrealized @ Report Date
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $39,365 Shares 500 Share Price $78.73 Est. Cost/Share $64.29 Unrealized @ Report Date +21.3%
RVTY REVVITY INC COM 0.0%
Value $39,323 Shares 375 Share Price $104.86 Est. Cost/Share $137.25 Unrealized @ Report Date -23.9%
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value $39,258 Shares 2,700 Share Price $14.54 Est. Cost/Share $16.39 Unrealized @ Report Date
SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES 0.0%
Value $38,752 Shares 700 Share Price $55.36 Est. Cost/Share $22.92 Unrealized @ Report Date +141.6%
EME EMCOR GROUP INC COM 0.0%
Value $38,698 Shares 106 Share Price $365.08 Est. Cost/Share $314.70 Unrealized @ Report Date +15.6%
FICO FAIR ISAAC CORP COM 0.0%
Value $37,217 Shares 25 Share Price $1488.68 Est. Cost/Share $1050.38 Unrealized @ Report Date +41.7%
MARATHON OIL CORP COM 0.0%
Value $37,117 Shares 1,295 Share Price $28.66 Est. Cost/Share $10.94 Unrealized @ Report Date
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value $37,112 Shares 347 Share Price $106.95 Est. Cost/Share $87.55 Unrealized @ Report Date +22.2%
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $36,615 Shares 3,275 Share Price $11.18 Est. Cost/Share $12.12 Unrealized @ Report Date
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $36,500 Shares 1,121 Share Price $32.56 Est. Cost/Share $33.72 Unrealized @ Report Date -3.4%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value $36,215 Shares 384 Share Price $94.31 Est. Cost/Share $77.78 Unrealized @ Report Date +21.2%
PPL PPL CORP COM 0.0%
Value $35,945 Shares 1,300 Share Price $27.65 * Est. Cost/Share $22.29 Unrealized @ Report Date +18.2%
HANCOCK JOHN PFD INCOME FD II COM 0.0%
Value $35,861 Shares 2,113 Share Price $16.97 Est. Cost/Share $21.26 Unrealized @ Report Date
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $35,810 Shares 426 Share Price $84.06 Est. Cost/Share $48.16 Unrealized @ Report Date +74.5%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $35,390 Shares 146 Share Price $242.40 Est. Cost/Share $98.61 Unrealized @ Report Date +141.6%
ARISTA NETWORKS INC COM 0.0%
Value $35,048 Shares 100 Share Price $350.48 Est. Cost/Share $350.48 Unrealized @ Report Date
ABR ARBOR REALTY TRUST INC COM 0.0%
Value $34,761 Shares 2,422 Share Price $14.35 Est. Cost/Share $12.13 Unrealized @ Report Date
FTXN FIRST TRUST NASDAQ OIL & GAS ETF 0.0%
Value $34,100 Shares 1,105 Share Price $30.86 Est. Cost/Share $27.57 Unrealized @ Report Date +11.9%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $34,004 Shares 257 Share Price $132.31 Est. Cost/Share $102.28 Unrealized @ Report Date +29.4%
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value $33,535 Shares 950 Share Price $35.30 Est. Cost/Share $23.78 Unrealized @ Report Date +48.4%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value $33,446 Shares 320 Share Price $104.52 Est. Cost/Share $103.77 Unrealized @ Report Date +0.7%
DRLL STRIVE U.S. ENERGY ETF 0.0%
Value $32,934 Shares 1,100 Share Price $29.94 Est. Cost/Share $26.75 Unrealized @ Report Date +11.9%
DY DYCOM INDS INC COM 0.0%
Value $32,739 Shares 194 Share Price $168.76 Est. Cost/Share $114.70 Unrealized @ Report Date +47.1%
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF 0.0%
Value $32,578 Shares 561 Share Price $58.07 Est. Cost/Share $54.81 Unrealized @ Report Date +5.9%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value $32,240 Shares 1,000 Share Price $32.24 Est. Cost/Share $28.22 Unrealized @ Report Date +14.2%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value $32,129 Shares 269 Share Price $119.44 Est. Cost/Share $99.90 Unrealized @ Report Date +19.6%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $32,115 Shares 500 Share Price $64.23 Est. Cost/Share $33.01 Unrealized @ Report Date
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value $31,321 Shares 1,683 Share Price $18.61 Est. Cost/Share $19.75 Unrealized @ Report Date
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.0%
Value $31,134 Shares 777 Share Price $40.07 Est. Cost/Share $31.09 Unrealized @ Report Date +28.9%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value $30,936 Shares 2,400 Share Price $12.89 Est. Cost/Share $10.21 Unrealized @ Report Date +26.2%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $30,792 Shares 301 Share Price $102.30 Est. Cost/Share $89.32 Unrealized @ Report Date +14.5%
FUL FULLER H B CO COM 0.0%
Value $30,784 Shares 400 Share Price $76.96 * Est. Cost/Share $55.05 Unrealized @ Report Date +36.4%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value $30,264 Shares 775 Share Price $39.05 Est. Cost/Share $33.44 Unrealized @ Report Date +16.8%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $30,136 Shares 800 Share Price $37.67 Est. Cost/Share $31.06 Unrealized @ Report Date +21.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value $30,104 Shares 386 Share Price $77.99 Est. Cost/Share $35.98 Unrealized @ Report Date
TOTALENERGIES SE SPONSORED ADS 0.0%
Value $30,006 Shares 450 Share Price $66.68 Est. Cost/Share $63.88 Unrealized @ Report Date
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.0%
Value $29,928 Shares 400 Share Price $74.82 Est. Cost/Share $51.29 Unrealized @ Report Date +45.9%
GPI GROUP 1 AUTOMOTIVE INC COM 0.0%
Value $29,728 Shares 100 Share Price $297.28 Est. Cost/Share $61.29 Unrealized @ Report Date +385.0%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $29,628 Shares 273 Share Price $108.53 Est. Cost/Share $45.80 Unrealized @ Report Date +137.0%
AN AUTONATION INC COM 0.0%
Value $29,326 Shares 184 Share Price $159.38 Est. Cost/Share $56.71 Unrealized @ Report Date +181.0%
FORWARD AIR CORP COM 0.0%
Value $29,131 Shares 1,530 Share Price $19.04 Est. Cost/Share $63.94 Unrealized @ Report Date
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $29,113 Shares 944 Share Price $30.84 Est. Cost/Share $30.68 Unrealized @ Report Date +0.5%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value $28,867 Shares 337 Share Price $85.66 Est. Cost/Share $82.40 Unrealized @ Report Date +4.0%
PFE PFIZER INC COM 0.0%
Value $27,980 Shares 1,000 Share Price $27.98 * Est. Cost/Share $23.97 Unrealized @ Report Date +5.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value $27,818 Shares 315 Share Price $88.31 * Est. Cost/Share $35.54 Unrealized @ Report Date +24.2%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value $27,374 Shares 315 Share Price $86.90 Est. Cost/Share $80.07 Unrealized @ Report Date +8.5%
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.0%
Value $27,324 Shares 900 Share Price $30.36 Est. Cost/Share $30.72 Unrealized @ Report Date -1.2%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $27,262 Shares 270 Share Price $100.97 * Est. Cost/Share $68.32 Unrealized @ Report Date +38.5%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $27,009 Shares 81 Share Price $333.44 * Est. Cost/Share $41.11 Unrealized @ Report Date +35.2%
BBH VANECK BIOTECH ETF 0.0%
Value $26,946 Shares 160 Share Price $168.41 Est. Cost/Share $122.58 Unrealized @ Report Date +37.4%
DNP SELECT INCOME FD INC COM 0.0%
Value $26,518 Shares 3,226 Share Price $8.22 Est. Cost/Share $9.77 Unrealized @ Report Date
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $26,443 Shares 78 Share Price $339.01 * Est. Cost/Share $157.74 Unrealized @ Report Date +7.5%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $26,420 Shares 170 Share Price $155.41 * Est. Cost/Share $94.90 Unrealized @ Report Date +53.5%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value $25,971 Shares 300 Share Price $86.57 Est. Cost/Share $90.84 Unrealized @ Report Date -4.9%
DDOG DATADOG INC CL A COM 0.0%
Value $25,938 Shares 200 Share Price $129.69 Est. Cost/Share $125.88 Unrealized @ Report Date +3.0%
STERICYCLE INC COM 0.0%
Value $25,926 Shares 446 Share Price $58.13 Est. Cost/Share $70.38 Unrealized @ Report Date
HWM HOWMET AEROSPACE INC COM 0.0%
Value $25,851 Shares 333 Share Price $77.63 Est. Cost/Share $13.55 Unrealized @ Report Date +470.7%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $25,733 Shares 155 Share Price $166.02 * Est. Cost/Share $100.52 Unrealized @ Report Date +61.6%
MMS MAXIMUS INC COM 0.0%
Value $25,710 Shares 300 Share Price $85.70 Est. Cost/Share $77.08 Unrealized @ Report Date +11.2%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value $25,536 Shares 570 Share Price $44.80 Est. Cost/Share $35.70 Unrealized @ Report Date +25.5%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value $25,499 Shares 164 Share Price $155.48 * Est. Cost/Share $124.68 Unrealized @ Report Date +18.1%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value $25,305 Shares 447 Share Price $56.61 Est. Cost/Share $56.92 Unrealized @ Report Date -0.5%
FIRST TR INTER DURATN PFD & IN COM 0.0%
Value $25,259 Shares 1,375 Share Price $18.37 Est. Cost/Share $22.14 Unrealized @ Report Date
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value $24,981 Shares 429 Share Price $58.23 Est. Cost/Share $67.02 Unrealized @ Report Date -13.1%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $24,962 Shares 100 Share Price $249.62 Est. Cost/Share $89.15 Unrealized @ Report Date +180.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $24,619 Shares 700 Share Price $35.17 * Est. Cost/Share $27.61 Unrealized @ Report Date +23.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $24,319 Shares 571 Share Price $42.59 Est. Cost/Share $38.38 Unrealized @ Report Date +11.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $24,264 Shares 337 Share Price $72.00 Est. Cost/Share $232.39 Unrealized @ Report Date -69.0%
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value $24,035 Shares 575 Share Price $41.80 Est. Cost/Share $26.82 Unrealized @ Report Date
IR INGERSOLL RAND INC COM 0.0%
Value $23,982 Shares 264 Share Price $90.84 Est. Cost/Share $31.60 Unrealized @ Report Date +187.1%
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $23,937 Shares 202 Share Price $118.50 Est. Cost/Share $117.56 Unrealized @ Report Date +0.8%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $23,606 Shares 166 Share Price $142.20 * Est. Cost/Share $118.17 Unrealized @ Report Date +13.5%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $23,495 Shares 1,135 Share Price $20.70 * Est. Cost/Share $26.07 Unrealized @ Report Date -25.0%
CNH CNH INDL N V SHS 0.0%
Value $23,299 Shares 2,300 Share Price $10.13 Est. Cost/Share $11.40 Unrealized @ Report Date -12.8%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $23,193 Shares 405 Share Price $57.27 Est. Cost/Share $21.87 Unrealized @ Report Date +161.9%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $23,138 Shares 216 Share Price $107.12 Est. Cost/Share $116.90 Unrealized @ Report Date -8.4%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $23,085 Shares 1,500 Share Price $15.39 Est. Cost/Share $16.50 Unrealized @ Report Date -6.7%
ABNB AIRBNB INC COM CL A 0.0%
Value $23,048 Shares 152 Share Price $151.63 Est. Cost/Share $150.66 Unrealized @ Report Date +0.6%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.0%
Value $23,040 Shares 1,500 Share Price $15.36 * Est. Cost/Share $9.58 Unrealized @ Report Date +35.2%
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value $22,939 Shares 901 Share Price $25.46 Est. Cost/Share $25.52 Unrealized @ Report Date 0.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $22,924 Shares 905 Share Price $25.33 Est. Cost/Share $12.89 Unrealized @ Report Date +96.5%
FIX COMFORT SYS USA INC COM 0.0%
Value $22,809 Shares 75 Share Price $304.12 Est. Cost/Share $253.75 Unrealized @ Report Date +19.2%
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value $22,545 Shares 1,500 Share Price $15.03 * Est. Cost/Share $13.58 Unrealized @ Report Date +13.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $22,494 Shares 448 Share Price $50.21 Est. Cost/Share $51.62 Unrealized @ Report Date -2.7%
ALC ALCON AG ORD SHS 0.0%
Value $22,270 Shares 250 Share Price $89.08 Est. Cost/Share $70.95 Unrealized @ Report Date +25.1%
HRL HORMEL FOODS CORP COM 0.0%
Value $22,258 Shares 730 Share Price $30.49 * Est. Cost/Share $30.92 Unrealized @ Report Date -7.1%
SMARTSHEET INC COM CL A 0.0%
Value $22,040 Shares 500 Share Price $44.08 Est. Cost/Share $55.99 Unrealized @ Report Date
POOL POOL CORP COM 0.0%
Value $21,820 Shares 71 Share Price $307.32 * Est. Cost/Share $248.14 Unrealized @ Report Date +21.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value $21,372 Shares 2,057 Share Price $10.39 Est. Cost/Share $38.67 Unrealized @ Report Date
SCI SERVICE CORP INTL COM 0.0%
Value $21,339 Shares 300 Share Price $71.13 Est. Cost/Share $28.51 Unrealized @ Report Date +149.5%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value $21,197 Shares 370 Share Price $57.29 Est. Cost/Share $53.36 Unrealized @ Report Date +7.4%
ISVL ISHARES INTERNATIONAL DEVELOPED SMALL CAP VALUE FACTOR ETF 0.0%
Value $20,962 Shares 600 Share Price $34.94 Est. Cost/Share $31.68 Unrealized @ Report Date +10.3%
VTRS VIATRIS INC COM 0.0%
Value $20,732 Shares 1,950 Share Price $10.63 * Est. Cost/Share $13.06 Unrealized @ Report Date -24.0%
TMUS T-MOBILE US INC COM 0.0%
Value $20,613 Shares 117 Share Price $176.18 * Est. Cost/Share $162.10 Unrealized @ Report Date +6.3%
GILD GILEAD SCIENCES INC COM 0.0%
Value $20,583 Shares 300 Share Price $68.61 * Est. Cost/Share $54.11 Unrealized @ Report Date +21.2%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $20,542 Shares 25 Share Price $821.68 Est. Cost/Share $600.90 Unrealized @ Report Date +35.2%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $20,482 Shares 1,100 Share Price $18.62 Est. Cost/Share $7.45 Unrealized @ Report Date +149.9%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value $20,363 Shares 419 Share Price $48.60 * Est. Cost/Share $37.70 Unrealized @ Report Date +26.2%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value $20,353 Shares 350 Share Price $58.15 Est. Cost/Share $70.35 Unrealized @ Report Date -17.3%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value $20,128 Shares 272 Share Price $74.00 Est. Cost/Share $85.15 Unrealized @ Report Date -13.1%
CRMT AMERICAS CAR-MART INC COM 0.0%
Value $20,050 Shares 333 Share Price $60.21 Est. Cost/Share $24.51 Unrealized @ Report Date +146.4%
FTV FORTIVE CORP COM 0.0%
Value $19,933 Shares 269 Share Price $74.10 * Est. Cost/Share $38.64 Unrealized @ Report Date +43.6%
BLACKROCK CORE BD TR SHS BEN INT 0.0%
Value $19,170 Shares 1,800 Share Price $10.65 Est. Cost/Share $13.22 Unrealized @ Report Date
FHN FIRST HORIZON CORPORATION COM 0.0%
Value $19,145 Shares 1,214 Share Price $15.77 * Est. Cost/Share $11.70 Unrealized @ Report Date +28.8%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $19,090 Shares 361 Share Price $52.88 Est. Cost/Share $60.70 Unrealized @ Report Date -12.9%
GWW GRAINGER W W INC COM 0.0%
Value $18,947 Shares 21 Share Price $902.24 Est. Cost/Share $917.50 Unrealized @ Report Date -2.9%
MUSA MURPHY USA INC COM 0.0%
Value $18,778 Shares 40 Share Price $469.45 Est. Cost/Share $184.28 Unrealized @ Report Date +152.9%
XYZ BLOCK INC CL A 0.0%
Value $18,767 Shares 291 Share Price $64.49 Est. Cost/Share $162.81 Unrealized @ Report Date -60.4%
DTE DTE ENERGY CO COM 0.0%
Value $18,761 Shares 169 Share Price $111.01 * Est. Cost/Share $89.90 Unrealized @ Report Date +17.4%
ITT ITT INC COM 0.0%
Value $18,731 Shares 145 Share Price $129.18 Est. Cost/Share $97.81 Unrealized @ Report Date +32.1%
ALLETE INC COM NEW 0.0%
Value $18,705 Shares 300 Share Price $62.35 Est. Cost/Share $52.80 Unrealized @ Report Date
TTC TORO CO COM 0.0%
Value $18,702 Shares 200 Share Price $93.51 Est. Cost/Share $92.22 Unrealized @ Report Date +1.4%
NUEM NUVEEN ESG EMERGING MARKETS EQUITY ETF 0.0%
Value $18,607 Shares 649 Share Price $28.67 Est. Cost/Share $27.98 Unrealized @ Report Date +2.5%
TTD THE TRADE DESK INC COM CL A 0.0%
Value $18,557 Shares 190 Share Price $97.67 Est. Cost/Share $85.88 Unrealized @ Report Date +13.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $18,543 Shares 88 Share Price $210.72 * Est. Cost/Share $193.37 Unrealized @ Report Date +6.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $18,536 Shares 60 Share Price $308.93 Est. Cost/Share $557.27 Unrealized @ Report Date -44.6%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $18,494 Shares 116 Share Price $159.43 Est. Cost/Share $94.41 Unrealized @ Report Date +65.9%
PLUS EPLUS INC COM 0.0%
Value $18,420 Shares 250 Share Price $73.68 * Est. Cost/Share $77.15 Unrealized @ Report Date -0.9%
ADSK AUTODESK INC COM 0.0%
Value $18,311 Shares 74 Share Price $247.45 Est. Cost/Share $238.36 Unrealized @ Report Date +3.8%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $18,302 Shares 333 Share Price $54.96 * Est. Cost/Share $56.62 Unrealized @ Report Date 0.0%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value $18,234 Shares 85 Share Price $214.52 Est. Cost/Share $186.93 Unrealized @ Report Date +14.8%
APH AMPHENOL CORP NEW CL A 0.0%
Value $18,055 Shares 268 Share Price $67.37 Est. Cost/Share $56.90 Unrealized @ Report Date +16.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value $17,996 Shares 379 Share Price $47.48 Est. Cost/Share $37.89 Unrealized @ Report Date +22.9%
CONSOL ENERGY INC NEW COM 0.0%
Value $17,855 Shares 175 Share Price $102.03 Est. Cost/Share $70.32 Unrealized @ Report Date
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $17,696 Shares 200 Share Price $88.48 Est. Cost/Share $109.24 Unrealized @ Report Date -19.0%
WSO WATSCO INC COM 0.0%
Value $17,603 Shares 38 Share Price $463.24 Est. Cost/Share $339.09 Unrealized @ Report Date +36.6%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value $17,582 Shares 542 Share Price $32.44 Est. Cost/Share $30.24 Unrealized @ Report Date +7.3%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $17,576 Shares 200 Share Price $87.88 Est. Cost/Share $72.58 Unrealized @ Report Date +21.1%
UBS UBS GROUP AG SHS 0.0%
Value $17,133 Shares 580 Share Price $29.54 Est. Cost/Share $20.11 Unrealized @ Report Date +47.9%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $17,102 Shares 335 Share Price $51.05 Est. Cost/Share $40.70 Unrealized @ Report Date +25.4%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $16,958 Shares 239 Share Price $70.95 Est. Cost/Share $78.78 Unrealized @ Report Date
OEF ISHARES S&P 100 ETF 0.0%
Value $16,915 Shares 64 Share Price $264.30 Est. Cost/Share $99.80 Unrealized @ Report Date +164.8%
MSCI MSCI INC COM 0.0%
Value $16,861 Shares 35 Share Price $481.74 Est. Cost/Share $498.73 Unrealized @ Report Date -5.1%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $16,692 Shares 161 Share Price $103.68 Est. Cost/Share $97.81 Unrealized @ Report Date +4.1%
PARAMOUNT GLOBAL CLASS A COM 0.0%
Value $16,689 Shares 908 Share Price $18.38 Est. Cost/Share $44.87 Unrealized @ Report Date
EL LAUDER ESTEE COS INC CL A 0.0%
Value $16,386 Shares 154 Share Price $106.40 * Est. Cost/Share $174.77 Unrealized @ Report Date -40.9%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value $15,947 Shares 275 Share Price $57.99 Est. Cost/Share $85.93 Unrealized @ Report Date
MSM MSC INDL DIRECT INC CL A 0.0%
Value $15,862 Shares 200 Share Price $79.31 * Est. Cost/Share $79.07 Unrealized @ Report Date +12.3%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $15,604 Shares 165 Share Price $94.57 Est. Cost/Share $86.11 Unrealized @ Report Date +9.8%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value $15,325 Shares 142 Share Price $107.92 * Est. Cost/Share $67.36 Unrealized @ Report Date +54.4%
AEE AMEREN CORP COM 0.0%
Value $15,238 Shares 214 Share Price $71.21 * Est. Cost/Share $37.08 Unrealized @ Report Date +83.5%
ES EVERSOURCE ENERGY COM 0.0%
Value $15,028 Shares 265 Share Price $56.71 * Est. Cost/Share $40.00 Unrealized @ Report Date +32.2%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value $14,855 Shares 194 Share Price $76.57 Est. Cost/Share $61.22 Unrealized @ Report Date +25.1%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $14,701 Shares 105 Share Price $140.01 Est. Cost/Share $115.22 Unrealized @ Report Date +21.5%
PINS PINTEREST INC CL A 0.0%
Value $14,367 Shares 326 Share Price $44.07 Est. Cost/Share $36.93 Unrealized @ Report Date +19.3%
PLD PROLOGIS INC. COM 0.0%
Value $13,926 Shares 124 Share Price $112.31 * Est. Cost/Share $92.87 Unrealized @ Report Date +14.9%
RETL DIREXION DAILY RETAIL BULL 3X SHARES 0.0%
Value $13,800 Shares 1,500 Share Price $9.20 Est. Cost/Share $7.02 Unrealized @ Report Date
CR CRANE COMPANY COMMON STOCK 0.0%
Value $13,773 Shares 95 Share Price $144.98 Est. Cost/Share $121.93 Unrealized @ Report Date +18.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value $13,760 Shares 125 Share Price $110.08 Est. Cost/Share $92.32 Unrealized @ Report Date +19.2%
TJX TJX COS INC NEW COM 0.0%
Value $13,652 Shares 124 Share Price $110.10 Est. Cost/Share $79.68 Unrealized @ Report Date +35.6%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $13,577 Shares 335 Share Price $40.53 Est. Cost/Share $57.62 Unrealized @ Report Date -29.6%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $13,446 Shares 94 Share Price $143.04 Est. Cost/Share $259.23 Unrealized @ Report Date -45.4%
CASY CASEYS GEN STORES INC COM 0.0%
Value $13,355 Shares 35 Share Price $381.57 Est. Cost/Share $330.95 Unrealized @ Report Date +14.4%
MICROSECTORS FANG INDEX 3X LEVERAGED ETN 0.0%
Value $13,353 Shares 30 Share Price $445.10 Est. Cost/Share $445.10 Unrealized @ Report Date
ESPR ESPERION THERAPEUTICS INC NEW COM 0.0%
Value $13,320 Shares 6,000 Share Price $2.22 * Est. Cost/Share $2.43 Unrealized @ Report Date -3.2%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $13,277 Shares 533 Share Price $24.91 Est. Cost/Share $56.62 Unrealized @ Report Date -56.0%
VIPER ENERGY INC CL A 0.0%
Value $13,136 Shares 350 Share Price $37.53 Est. Cost/Share $28.00 Unrealized @ Report Date
ERX DIREXION DAILY ENERGY BULL 2X SHARES 0.0%
Value $13,018 Shares 200 Share Price $65.09 Est. Cost/Share $66.94 Unrealized @ Report Date
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $12,988 Shares 200 Share Price $64.94 * Est. Cost/Share $65.23 Unrealized @ Report Date -3.4%
SEIC SEI INVTS CO COM 0.0%
Value $12,938 Shares 200 Share Price $64.69 Est. Cost/Share $51.13 Unrealized @ Report Date +24.3%
CFFI C & F FINL CORP COM 0.0%
Value $12,918 Shares 268 Share Price $48.20 * Est. Cost/Share $40.73 Unrealized @ Report Date +13.7%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $12,862 Shares 170 Share Price $75.66 Est. Cost/Share $46.63 Unrealized @ Report Date +62.3%
BB BLACKBERRY LTD COM 0.0%
Value $12,400 Shares 5,000 Share Price $2.48 Est. Cost/Share $10.26 Unrealized @ Report Date -75.8%
SR SPIRE INC COM 0.0%
Value $12,146 Shares 200 Share Price $60.73 Est. Cost/Share $71.02 Unrealized @ Report Date
IVOV VANGUARD S&P MID-CAP 400 VALUE ETF 0.0%
Value $12,085 Shares 138 Share Price $87.57 Est. Cost/Share $69.37 Unrealized @ Report Date +26.2%
GAP GAP INC COM 0.0%
Value $11,945 Shares 500 Share Price $23.89 * Est. Cost/Share $17.56 Unrealized @ Report Date +25.8%
WCC WESCO INTL INC COM 0.0%
Value $11,889 Shares 75 Share Price $158.52 Est. Cost/Share $152.10 Unrealized @ Report Date +2.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value $11,887 Shares 37 Share Price $321.27 Est. Cost/Share $248.02 Unrealized @ Report Date +28.1%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $11,858 Shares 36 Share Price $329.39 Est. Cost/Share $388.90 Unrealized @ Report Date -15.7%
PINNACLE FINL PARTNERS INC COM 0.0%
Value $11,846 Shares 148 Share Price $80.04 Est. Cost/Share $66.38 Unrealized @ Report Date
PRI PRIMERICA INC COM 0.0%
Value $11,829 Shares 50 Share Price $236.58 Est. Cost/Share $204.36 Unrealized @ Report Date +15.8%
RRC RANGE RES CORP COM 0.0%
Value $11,736 Shares 350 Share Price $33.53 Est. Cost/Share $25.18 Unrealized @ Report Date +33.2%
PEJ INVESCO LEISURE AND ENTERTAINMENT ETF 0.0%
Value $11,718 Shares 258 Share Price $45.42 Est. Cost/Share $46.14 Unrealized @ Report Date -1.6%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value $11,708 Shares 150 Share Price $78.05 Est. Cost/Share $61.02 Unrealized @ Report Date +27.9%
FITB FIFTH THIRD BANCORP COM 0.0%
Value $11,567 Shares 317 Share Price $36.49 * Est. Cost/Share $37.13 Unrealized @ Report Date -6.8%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value $11,507 Shares 140 Share Price $82.19 * Est. Cost/Share $74.60 Unrealized @ Report Date +5.3%
SAIA SAIA INC COM 0.0%
Value $11,383 Shares 24 Share Price $474.29 Est. Cost/Share $523.49 Unrealized @ Report Date -9.4%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value $11,371 Shares 80 Share Price $142.14 Est. Cost/Share $31.39 Unrealized @ Report Date
EQT EQT CORP COM 0.0%
Value $11,094 Shares 300 Share Price $36.98 * Est. Cost/Share $30.69 Unrealized @ Report Date +18.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value $11,061 Shares 285 Share Price $38.81 Est. Cost/Share $61.37 Unrealized @ Report Date -36.8%
ARKK ARK INNOVATION ETF 0.0%
Value $10,988 Shares 250 Share Price $43.95 Est. Cost/Share $44.81 Unrealized @ Report Date -1.9%
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value $10,898 Shares 62 Share Price $175.77 Est. Cost/Share $155.39 Unrealized @ Report Date +13.1%
SXC SUNCOKE ENERGY INC COM 0.0%
Value $10,896 Shares 1,112 Share Price $9.80 Est. Cost/Share $6.26 Unrealized @ Report Date +56.5%
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value $10,850 Shares 1,000 Share Price $10.85 Est. Cost/Share $14.35 Unrealized @ Report Date
WAB WABTEC COM 0.0%
Value $10,747 Shares 68 Share Price $158.04 Est. Cost/Share $76.12 Unrealized @ Report Date +106.1%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $10,668 Shares 280 Share Price $38.10 * Est. Cost/Share $12.03 Unrealized @ Report Date +203.6%
JBL JABIL INC COM 0.0%
Value $10,661 Shares 98 Share Price $108.79 Est. Cost/Share $123.83 Unrealized @ Report Date -12.4%
MFS INTER INCOME TR SH BEN INT 0.0%
Value $10,640 Shares 4,000 Share Price $2.66 Est. Cost/Share $4.31 Unrealized @ Report Date
ROL ROLLINS INC COM 0.0%
Value $10,636 Shares 218 Share Price $48.79 Est. Cost/Share $33.68 Unrealized @ Report Date +42.2%
FDS FACTSET RESH SYS INC COM 0.0%
Value $10,615 Shares 26 Share Price $408.27 Est. Cost/Share $443.24 Unrealized @ Report Date -9.4%
RPAY REPAY HLDGS CORP COM CL A 0.0%
Value $10,560 Shares 1,000 Share Price $10.56 * Est. Cost/Share $12.17 Unrealized @ Report Date -16.0%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value $10,449 Shares 165 Share Price $63.33 * Est. Cost/Share $134.70 Unrealized @ Report Date -54.8%
LBRT LIBERTY ENERGY INC COM CL A 0.0%
Value $10,445 Shares 500 Share Price $20.89 Est. Cost/Share $19.78 Unrealized @ Report Date +5.6%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 0.0%
Value $10,428 Shares 300 Share Price $34.76 Est. Cost/Share $36.62 Unrealized @ Report Date -5.1%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $10,311 Shares 67 Share Price $153.90 * Est. Cost/Share $135.16 Unrealized @ Report Date +9.8%
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value $10,290 Shares 1,000 Share Price $10.29 Est. Cost/Share $12.35 Unrealized @ Report Date
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value $10,260 Shares 1,000 Share Price $10.26 Est. Cost/Share $11.93 Unrealized @ Report Date
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value $10,236 Shares 107 Share Price $95.66 * Est. Cost/Share $74.45 Unrealized @ Report Date +16.6%
SAP SAP SE SPON ADR 0.0%
Value $10,086 Shares 50 Share Price $201.72 Est. Cost/Share $126.13 Unrealized @ Report Date +59.9%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $10,011 Shares 130 Share Price $77.01 Est. Cost/Share $40.54 Unrealized @ Report Date +90.0%
RYN RAYONIER INC COM 0.0%
Value $9,891 Shares 340 Share Price $29.09 Est. Cost/Share $24.72 Unrealized @ Report Date
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value $9,872 Shares 131 Share Price $75.36 * Est. Cost/Share $71.51 Unrealized @ Report Date +2.2%
AGCO AGCO CORP COM 0.0%
Value $9,788 Shares 100 Share Price $97.88 * Est. Cost/Share $113.55 Unrealized @ Report Date -5.2%
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $9,693 Shares 57 Share Price $170.05 Est. Cost/Share $102.79 Unrealized @ Report Date +63.5%
PLUG PLUG POWER INC COM NEW 0.0%
Value $9,553 Shares 4,100 Share Price $2.33 Est. Cost/Share $3.76 Unrealized @ Report Date -38.1%
ALB ALBEMARLE CORP COM 0.0%
Value $9,552 Shares 100 Share Price $95.52 * Est. Cost/Share $115.13 Unrealized @ Report Date -19.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $9,508 Shares 72 Share Price $132.06 Est. Cost/Share $106.44 Unrealized @ Report Date +24.1%
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.0%
Value $9,471 Shares 81 Share Price $116.93 Est. Cost/Share $115.25 Unrealized @ Report Date +1.5%
SPSC SPS COMM INC COM 0.0%
Value $9,408 Shares 50 Share Price $188.16 * Est. Cost/Share $184.57 Unrealized @ Report Date -0.9%
AME AMETEK INC COM 0.0%
Value $9,336 Shares 56 Share Price $166.71 Est. Cost/Share $170.09 Unrealized @ Report Date -2.9%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $9,297 Shares 900 Share Price $10.33 Est. Cost/Share $5.75 Unrealized @ Report Date
BIIB BIOGEN INC COM 0.0%
Value $9,273 Shares 40 Share Price $231.82 Est. Cost/Share $280.78 Unrealized @ Report Date -17.4%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value $9,233 Shares 115 Share Price $80.29 Est. Cost/Share $67.05 Unrealized @ Report Date +19.7%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value $9,226 Shares 400 Share Price $23.07 Est. Cost/Share $24.84 Unrealized @ Report Date -7.1%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value $9,174 Shares 350 Share Price $26.21 * Est. Cost/Share $13.42 Unrealized @ Report Date +105.8%
BSJP INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $9,164 Shares 400 Share Price $22.91 Est. Cost/Share $24.83 Unrealized @ Report Date
BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $9,125 Shares 425 Share Price $21.47 Est. Cost/Share $21.58 Unrealized @ Report Date -0.5%
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value $8,947 Shares 740 Share Price $12.09 Est. Cost/Share $16.00 Unrealized @ Report Date
SYNA SYNAPTICS INC COM 0.0%
Value $8,820 Shares 100 Share Price $88.20 Est. Cost/Share $95.09 Unrealized @ Report Date -7.2%
CHAMPIONX CORPORATION COM 0.0%
Value $8,767 Shares 264 Share Price $33.21 Est. Cost/Share $35.89 Unrealized @ Report Date
FLR FLUOR CORP NEW COM 0.0%
Value $8,710 Shares 200 Share Price $43.55 * Est. Cost/Share $11.04 Unrealized @ Report Date +276.7%
QLYS QUALYS INC COM 0.0%
Value $8,699 Shares 61 Share Price $142.61 Est. Cost/Share $176.57 Unrealized @ Report Date -19.2%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value $8,685 Shares 47 Share Price $184.79 Est. Cost/Share $120.78 Unrealized @ Report Date +52.2%
NICE NICE LTD SPONSORED ADR 0.0%
Value $8,599 Shares 50 Share Price $171.98 Est. Cost/Share $199.52 Unrealized @ Report Date
NJR NEW JERSEY RES CORP COM 0.0%
Value $8,548 Shares 200 Share Price $42.74 * Est. Cost/Share $25.00 Unrealized @ Report Date +61.2%
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value $8,381 Shares 249 Share Price $33.66 Est. Cost/Share $37.54 Unrealized @ Report Date
COO COOPER COS INC COM 0.0%
Value $8,381 Shares 96 Share Price $87.30 Est. Cost/Share $96.75 Unrealized @ Report Date -9.8%
LEN LENNAR CORP CL A 0.0%
Value $8,243 Shares 55 Share Price $149.87 * Est. Cost/Share $48.00 Unrealized @ Report Date +195.3%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value $8,177 Shares 740 Share Price $11.05 Est. Cost/Share $13.59 Unrealized @ Report Date
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value $8,127 Shares 189 Share Price $43.00 Est. Cost/Share $41.41 Unrealized @ Report Date +3.8%
STE STERIS PLC SHS USD 0.0%
Value $8,123 Shares 37 Share Price $219.54 Est. Cost/Share $221.95 Unrealized @ Report Date -2.3%
AA ALCOA CORP COM 0.0%
Value $8,103 Shares 204 Share Price $39.72 Est. Cost/Share $26.37 Unrealized @ Report Date +48.1%
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD 0.0%
Value $8,061 Shares 265 Share Price $30.42 * Est. Cost/Share $31.19 Unrealized @ Report Date +6.9%
IBLC ISHARES BLOCKCHAIN AND TECH ETF 0.0%
Value $7,930 Shares 250 Share Price $31.72 Est. Cost/Share $24.32 Unrealized @ Report Date +30.4%
RMD RESMED INC COM 0.0%
Value $7,657 Shares 40 Share Price $191.43 Est. Cost/Share $180.21 Unrealized @ Report Date +4.8%
VVV VALVOLINE INC COM 0.0%
Value $7,603 Shares 176 Share Price $43.20 Est. Cost/Share $39.87 Unrealized @ Report Date +8.3%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value $7,540 Shares 61 Share Price $123.61 * Est. Cost/Share $113.40 Unrealized @ Report Date +6.4%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value $7,536 Shares 157 Share Price $48.00 Est. Cost/Share $46.74 Unrealized @ Report Date +2.7%
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value $7,478 Shares 100 Share Price $74.78 Est. Cost/Share $74.78 Unrealized @ Report Date
MFS MUN INCOME TR SH BEN INT 0.0%
Value $7,422 Shares 1,359 Share Price $5.46 Est. Cost/Share $6.24 Unrealized @ Report Date
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value $7,392 Shares 2,100 Share Price $3.52 Est. Cost/Share $5.74 Unrealized @ Report Date -38.6%
SOUTHWESTERN ENERGY CO COM 0.0%
Value $7,376 Shares 1,096 Share Price $6.73 Est. Cost/Share $5.23 Unrealized @ Report Date
FN FABRINET SHS 0.0%
Value $7,344 Shares 30 Share Price $244.80 Est. Cost/Share $200.60 Unrealized @ Report Date +22.0%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.0%
Value $7,335 Shares 40 Share Price $183.38 Est. Cost/Share $202.54 Unrealized @ Report Date -9.5%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value $7,308 Shares 47 Share Price $155.49 Est. Cost/Share $155.25 Unrealized @ Report Date +0.2%
VRSK VERISK ANALYTICS INC COM 0.0%
Value $7,278 Shares 27 Share Price $269.56 Est. Cost/Share $212.40 Unrealized @ Report Date +25.7%
XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 0.0%
Value $7,214 Shares 261 Share Price $27.64 * Est. Cost/Share $78.87 Unrealized @ Report Date -61.5%
WCN WASTE CONNECTIONS INC COM 0.0%
Value $7,190 Shares 41 Share Price $175.37 Est. Cost/Share $115.43 Unrealized @ Report Date +50.7%
UA UNDER ARMOUR INC CL C 0.0%
Value $7,183 Shares 1,100 Share Price $6.53 Est. Cost/Share $9.05 Unrealized @ Report Date -27.9%
PENN PENN ENTERTAINMENT INC COM 0.0%
Value $7,161 Shares 370 Share Price $19.35 * Est. Cost/Share $42.56 Unrealized @ Report Date -60.1%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value $7,148 Shares 304 Share Price $23.51 Est. Cost/Share $41.21 Unrealized @ Report Date
VRSN VERISIGN INC COM 0.0%
Value $7,112 Shares 40 Share Price $177.80 Est. Cost/Share $217.22 Unrealized @ Report Date -18.7%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value $7,062 Shares 124 Share Price $56.95 Est. Cost/Share $58.01 Unrealized @ Report Date -1.8%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $6,934 Shares 100 Share Price $69.34 * Est. Cost/Share $51.48 Unrealized @ Report Date +25.6%
EVX VANECK ENVIRONMENTAL SERVICES ETF 0.0%
Value $6,822 Shares 40 Share Price $170.55 * Est. Cost/Share $28.01 Unrealized @ Report Date +21.8%
MTB M & T BK CORP COM 0.0%
Value $6,660 Shares 44 Share Price $151.36 * Est. Cost/Share $149.08 Unrealized @ Report Date -6.8%
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value $6,570 Shares 167 Share Price $39.34 Est. Cost/Share $39.65 Unrealized @ Report Date -0.8%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $6,545 Shares 37 Share Price $176.89 Est. Cost/Share $218.06 Unrealized @ Report Date -18.1%
POWL POWELL INDS INC COM 0.0%
Value $6,453 Shares 45 Share Price $143.40 Est. Cost/Share $142.71 Unrealized @ Report Date -0.3%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value $6,425 Shares 65 Share Price $98.85 Est. Cost/Share $93.42 Unrealized @ Report Date +5.1%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value $6,404 Shares 31 Share Price $206.58 Est. Cost/Share $238.81 Unrealized @ Report Date -13.5%
BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF 0.0%
Value $6,404 Shares 290 Share Price $22.08 Est. Cost/Share $21.70 Unrealized @ Report Date +1.8%
BRKR BRUKER CORP COM 0.0%
Value $6,381 Shares 100 Share Price $63.81 * Est. Cost/Share $79.83 Unrealized @ Report Date -6.4%
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $6,374 Shares 218 Share Price $29.24 Est. Cost/Share $37.55 Unrealized @ Report Date -22.1%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $6,355 Shares 42 Share Price $151.31 * Est. Cost/Share $142.07 Unrealized @ Report Date +1.4%
NEAR BLACKROCK SHORT DURATION BOND ETF 0.0%
Value $6,291 Shares 125 Share Price $50.33 Est. Cost/Share $50.02 Unrealized @ Report Date +0.6%
MTCH MATCH GROUP INC NEW COM 0.0%
Value $6,258 Shares 206 Share Price $30.38 Est. Cost/Share $30.87 Unrealized @ Report Date 0.0%
DIOD DIODES INC COM 0.0%
Value $6,186 Shares 86 Share Price $71.93 Est. Cost/Share $69.41 Unrealized @ Report Date +3.6%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $6,158 Shares 25 Share Price $246.32 * Est. Cost/Share $194.34 Unrealized @ Report Date +22.4%
CINF CINCINNATI FINL CORP COM 0.0%
Value $6,141 Shares 52 Share Price $118.10 * Est. Cost/Share $112.57 Unrealized @ Report Date +1.4%
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value $6,095 Shares 250 Share Price $24.38 Est. Cost/Share $19.71 Unrealized @ Report Date +26.1%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value $6,069 Shares 55 Share Price $110.35 Est. Cost/Share $108.18 Unrealized @ Report Date +2.0%
FROG JFROG LTD ORD SHS 0.0%
Value $6,008 Shares 160 Share Price $37.55 Est. Cost/Share $38.72 Unrealized @ Report Date -3.0%
EINC VANECK ENERGY INCOME ETF 0.0%
Value $5,965 Shares 75 Share Price $79.53 Est. Cost/Share $61.96 Unrealized @ Report Date +28.4%
WESTROCK CO COM 0.0%
Value $5,898 Shares 117 Share Price $50.41 Est. Cost/Share $38.20 Unrealized @ Report Date
FDIQ INVESCO KBW REGIONAL BANKING ETF 0.0%
Value $5,895 Shares 120 Share Price $49.13 Est. Cost/Share $55.40 Unrealized @ Report Date -11.3%
GRAFTECH INTL LTD COM 0.0%
Value $5,831 Shares 6,011 Share Price $0.97 Est. Cost/Share $4.15 Unrealized @ Report Date
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value $5,720 Shares 86 Share Price $66.51 Est. Cost/Share $43.59 Unrealized @ Report Date +52.6%
NUVEEN MUN VALUE FD INC COM 0.0%
Value $5,651 Shares 655 Share Price $8.63 Est. Cost/Share $10.20 Unrealized @ Report Date
FF FUTUREFUEL CORP COM 0.0%
Value $5,552 Shares 1,082 Share Price $5.13 * Est. Cost/Share $5.81 Unrealized @ Report Date -18.9%
WSC WILLSCOT HLDGS CORP COM CL A 0.0%
Value $5,458 Shares 145 Share Price $37.64 Est. Cost/Share $46.47 Unrealized @ Report Date -19.0%
DASH DOORDASH INC CL A 0.0%
Value $5,439 Shares 50 Share Price $108.78 Est. Cost/Share $120.46 Unrealized @ Report Date -9.7%
PRKS UNITED PARKS & RESORTS INC COM 0.0%
Value $5,431 Shares 100 Share Price $54.31 Est. Cost/Share $50.83 Unrealized @ Report Date +6.8%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value $5,411 Shares 97 Share Price $55.78 * Est. Cost/Share $47.99 Unrealized @ Report Date 0.0%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value $5,314 Shares 1,067 Share Price $4.98 Est. Cost/Share $76.47 Unrealized @ Report Date -93.5%
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value $5,306 Shares 58 Share Price $91.48 Est. Cost/Share $57.35 Unrealized @ Report Date +59.5%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $5,207 Shares 422 Share Price $12.34 Est. Cost/Share $16.37 Unrealized @ Report Date
OMF ONEMAIN HLDGS INC COM 0.0%
Value $5,169 Shares 107 Share Price $48.31 Est. Cost/Share $44.69 Unrealized @ Report Date +10.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value $5,106 Shares 35 Share Price $145.89 Est. Cost/Share $91.68 Unrealized @ Report Date +56.7%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value $5,016 Shares 200 Share Price $25.08 Est. Cost/Share $25.08 Unrealized @ Report Date
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $4,968 Shares 53 Share Price $93.74 Est. Cost/Share $98.04 Unrealized @ Report Date -4.4%
JETS U.S. GLOBAL JETS ETF 0.0%
Value $4,915 Shares 250 Share Price $19.66 Est. Cost/Share $24.54 Unrealized @ Report Date -19.9%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value $4,890 Shares 17 Share Price $287.65 * Est. Cost/Share $265.09 Unrealized @ Report Date +2.3%
CALM CAL MAINE FOODS INC COM NEW 0.0%
Value $4,834 Shares 79 Share Price $61.19 * Est. Cost/Share $45.71 Unrealized @ Report Date +18.7%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $4,733 Shares 150 Share Price $31.55 Est. Cost/Share $37.61 Unrealized @ Report Date -16.1%
EVGO EVGO INC CL A COM 0.0%
Value $4,704 Shares 1,920 Share Price $2.45 Est. Cost/Share $4.37 Unrealized @ Report Date -43.9%
BSM BLACK STONE MINERALS L P COM UNIT 0.0%
Value $4,701 Shares 300 Share Price $15.67 Est. Cost/Share $15.98 Unrealized @ Report Date
ESS ESSEX PPTY TR INC COM 0.0%
Value $4,627 Shares 17 Share Price $272.18 * Est. Cost/Share $254.41 Unrealized @ Report Date -5.3%
GM GENERAL MTRS CO COM 0.0%
Value $4,600 Shares 99 Share Price $46.46 Est. Cost/Share $40.58 Unrealized @ Report Date +12.8%
SNA SNAP ON INC COM 0.0%
Value $4,444 Shares 17 Share Price $261.41 * Est. Cost/Share $206.14 Unrealized @ Report Date +21.9%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value $4,432 Shares 200 Share Price $22.16 Est. Cost/Share $40.97 Unrealized @ Report Date -45.9%
PRSU VIAD CORP COM 0.0%
Value $4,284 Shares 126 Share Price $34.00 Est. Cost/Share $27.25 Unrealized @ Report Date +24.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $4,222 Shares 46 Share Price $91.78 Est. Cost/Share $147.39 Unrealized @ Report Date -37.7%
AHCO ADAPTHEALTH CORP COMMON STOCK 0.0%
Value $4,150 Shares 415 Share Price $10.00 Est. Cost/Share $10.16 Unrealized @ Report Date -1.6%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value $4,134 Shares 220 Share Price $18.79 Est. Cost/Share $20.86 Unrealized @ Report Date -9.9%
CEREVEL THERAPEUTICS HLDNG INC COM 0.0%
Value $4,089 Shares 100 Share Price $40.89 Est. Cost/Share $13.73 Unrealized @ Report Date
HTGC HERCULES CAPITAL INC COM 0.0%
Value $4,022 Shares 197 Share Price $20.42 * Est. Cost/Share $15.82 Unrealized @ Report Date +21.6%
ELF E L F BEAUTY INC COM 0.0%
Value $4,004 Shares 19 Share Price $210.74 Est. Cost/Share $151.41 Unrealized @ Report Date +39.2%
TRP TC ENERGY CORP COM 0.0%
Value $3,942 Shares 104 Share Price $37.90 * Est. Cost/Share $32.58 Unrealized @ Report Date +10.5%
POLESTAR AUTOMOTIVE HLDG UK ADS A 0.0%
Value $3,933 Shares 5,000 Share Price $0.79 Est. Cost/Share $1.54 Unrealized @ Report Date
NUBD NUVEEN ESG U.S. AGGREGATE BOND ETF 0.0%
Value $3,819 Shares 175 Share Price $21.82 Est. Cost/Share $21.64 Unrealized @ Report Date +0.8%
MPC MARATHON PETE CORP COM 0.0%
Value $3,817 Shares 22 Share Price $173.50 * Est. Cost/Share $164.35 Unrealized @ Report Date +2.2%
PAY PAYMENTUS HOLDINGS INC COM CL A 0.0%
Value $3,800 Shares 200 Share Price $19.00 Est. Cost/Share $19.58 Unrealized @ Report Date -3.0%
CF CF INDS HLDGS INC COM 0.0%
Value $3,706 Shares 50 Share Price $74.12 * Est. Cost/Share $76.13 Unrealized @ Report Date -6.1%
TDC TERADATA CORP DEL COM 0.0%
Value $3,663 Shares 106 Share Price $34.56 Est. Cost/Share $45.50 Unrealized @ Report Date -24.0%
NEM NEWMONT CORP COM 0.0%
Value $3,643 Shares 87 Share Price $41.87 * Est. Cost/Share $41.12 Unrealized @ Report Date -0.9%
AVIDXCHANGE HOLDINGS INC COM 0.0%
Value $3,618 Shares 300 Share Price $12.06 Est. Cost/Share $10.38 Unrealized @ Report Date
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $3,534 Shares 200 Share Price $17.67 Est. Cost/Share $22.83 Unrealized @ Report Date -22.6%
AMP AMERIPRISE FINL INC COM 0.0%
Value $3,418 Shares 8 Share Price $427.25 Est. Cost/Share $390.78 Unrealized @ Report Date +7.2%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $3,411 Shares 191 Share Price $17.86 Est. Cost/Share $20.95 Unrealized @ Report Date
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value $3,322 Shares 550 Share Price $6.04 Est. Cost/Share $14.90 Unrealized @ Report Date -59.5%
HLN HALEON PLC SPON ADS 0.0%
Value $3,304 Shares 400 Share Price $8.26 Est. Cost/Share $6.38 Unrealized @ Report Date +29.5%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value $3,275 Shares 100 Share Price $32.75 Est. Cost/Share $38.79 Unrealized @ Report Date -15.6%
MAIN MAIN STR CAP CORP COM 0.0%
Value $3,238 Shares 64 Share Price $50.59 * Est. Cost/Share $40.85 Unrealized @ Report Date +19.5%
PPG PPG INDS INC COM 0.0%
Value $3,147 Shares 25 Share Price $125.88 Est. Cost/Share $131.68 Unrealized @ Report Date -3.3%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $3,125 Shares 51 Share Price $61.27 Est. Cost/Share $54.85 Unrealized @ Report Date +11.7%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value $3,118 Shares 108 Share Price $28.87 Est. Cost/Share $28.74 Unrealized @ Report Date +0.5%
ENS ENERSYS COM 0.0%
Value $3,106 Shares 30 Share Price $103.53 Est. Cost/Share $75.07 Unrealized @ Report Date +35.9%
MOH MOLINA HEALTHCARE INC COM 0.0%
Value $2,973 Shares 10 Share Price $297.30 Est. Cost/Share $387.49 Unrealized @ Report Date -23.3%
NRG NRG ENERGY INC COM NEW 0.0%
Value $2,959 Shares 38 Share Price $77.87 * Est. Cost/Share $25.99 Unrealized @ Report Date +192.6%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value $2,936 Shares 200 Share Price $14.68 Est. Cost/Share $8.19 Unrealized @ Report Date +79.2%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $2,895 Shares 39 Share Price $74.23 * Est. Cost/Share $68.48 Unrealized @ Report Date +5.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $2,841 Shares 108 Share Price $26.31 Est. Cost/Share $16.76 Unrealized @ Report Date +57.0%
GNK GENCO SHIPPING & TRADING LTD SHS 0.0%
Value $2,803 Shares 132 Share Price $21.23 Est. Cost/Share $14.53 Unrealized @ Report Date +48.1%
VALE VALE S A SPONSORED ADS 0.0%
Value $2,793 Shares 250 Share Price $11.17 Est. Cost/Share $17.31 Unrealized @ Report Date -35.5%
EQUITRANS MIDSTREAM CORP COM 0.0%
Value $2,791 Shares 215 Share Price $12.98 Est. Cost/Share $12.98 Unrealized @ Report Date
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value $2,755 Shares 50 Share Price $55.10 Est. Cost/Share $54.90 Unrealized @ Report Date +0.4%
PJT PJT PARTNERS INC COM CL A 0.0%
Value $2,698 Shares 25 Share Price $107.92 Est. Cost/Share $62.45 Unrealized @ Report Date +71.1%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $2,684 Shares 200 Share Price $13.42 Est. Cost/Share $50.21 Unrealized @ Report Date -73.3%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.0%
Value $2,628 Shares 300 Share Price $8.76 Est. Cost/Share $8.46 Unrealized @ Report Date
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $2,589 Shares 42 Share Price $61.64 Est. Cost/Share $63.11 Unrealized @ Report Date -2.3%
JBLU JETBLUE AWYS CORP COM 0.0%
Value $2,588 Shares 425 Share Price $6.09 Est. Cost/Share $6.21 Unrealized @ Report Date -2.9%
PSTG PURE STORAGE INC CL A 0.0%
Value $2,568 Shares 40 Share Price $64.20 Est. Cost/Share $44.65 Unrealized @ Report Date +43.8%
XEL XCEL ENERGY INC COM 0.0%
Value $2,564 Shares 48 Share Price $53.42 * Est. Cost/Share $60.78 Unrealized @ Report Date -16.3%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value $2,562 Shares 50 Share Price $51.24 * Est. Cost/Share $28.60 Unrealized @ Report Date +98.2%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value $2,467 Shares 10 Share Price $246.70 Est. Cost/Share $238.11 Unrealized @ Report Date +3.6%
AON AON PLC SHS CL A 0.0%
Value $2,349 Shares 8 Share Price $293.63 Est. Cost/Share $306.03 Unrealized @ Report Date -5.0%
EXSCIENTIA PLC ADS 0.0%
Value $2,295 Shares 450 Share Price $5.10 Est. Cost/Share $5.72 Unrealized @ Report Date
LEA LEAR CORP COM NEW 0.0%
Value $2,284 Shares 20 Share Price $114.20 * Est. Cost/Share $103.03 Unrealized @ Report Date +18.1%
TTEK TETRA TECH INC NEW COM 0.0%
Value $2,249 Shares 11 Share Price $204.45 * Est. Cost/Share $34.64 Unrealized @ Report Date +18.0%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value $2,197 Shares 40 Share Price $54.92 * Est. Cost/Share $20.45 Unrealized @ Report Date +34.2%
ROST ROSS STORES INC COM 0.0%
Value $2,180 Shares 15 Share Price $145.33 Est. Cost/Share $140.37 Unrealized @ Report Date +1.9%
DXYZ DESTINY TECH100 INC COM SHS 0.0%
Value $2,131 Shares 140 Share Price $15.22 Est. Cost/Share $15.22 Unrealized @ Report Date
SLV ISHARES SILVER TRUST 0.0%
Value $2,126 Shares 80 Share Price $26.57 Est. Cost/Share $20.31 Unrealized @ Report Date +30.8%
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $2,116 Shares 211 Share Price $10.03 Est. Cost/Share $3.11 Unrealized @ Report Date +222.8%
EA ELECTRONIC ARTS INC COM 0.0%
Value $2,090 Shares 15 Share Price $139.33 Est. Cost/Share $135.96 Unrealized @ Report Date +1.7%
FLO FLOWERS FOODS INC COM 0.0%
Value $2,087 Shares 94 Share Price $22.20 * Est. Cost/Share $13.78 Unrealized @ Report Date +47.4%
ETSY ETSY INC COM 0.0%
Value $2,064 Shares 35 Share Price $58.97 Est. Cost/Share $144.38 Unrealized @ Report Date -59.1%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value $2,032 Shares 81 Share Price $25.09 Est. Cost/Share $24.91 Unrealized @ Report Date +0.7%
TRI THOMSON REUTERS CORP. COM 0.0%
Value $2,023 Shares 12 Share Price $168.58 * Est. Cost/Share $62.23 Unrealized @ Report Date +154.4%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $2,023 Shares 46 Share Price $43.98 * Est. Cost/Share $55.01 Unrealized @ Report Date -22.0%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value $2,011 Shares 595 Share Price $3.38 Est. Cost/Share $4.12 Unrealized @ Report Date -17.9%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $2,003 Shares 10 Share Price $200.30 Est. Cost/Share $140.32 Unrealized @ Report Date +41.4%
BOX BOX INC CL A 0.0%
Value $1,983 Shares 75 Share Price $26.44 Est. Cost/Share $27.51 Unrealized @ Report Date -3.9%
APTIV PLC SHS 0.0%
Value $1,972 Shares 28 Share Price $70.43 Est. Cost/Share $79.66 Unrealized @ Report Date
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $1,968 Shares 400 Share Price $4.92 Est. Cost/Share $6.96 Unrealized @ Report Date -29.3%
EXC EXELON CORP COM 0.0%
Value $1,938 Shares 56 Share Price $34.61 * Est. Cost/Share $34.12 Unrealized @ Report Date -4.1%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $1,927 Shares 7 Share Price $275.29 * Est. Cost/Share $278.76 Unrealized @ Report Date -3.8%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $1,906 Shares 46 Share Price $41.43 Est. Cost/Share $32.24 Unrealized @ Report Date
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $1,835 Shares 7 Share Price $262.14 Est. Cost/Share $256.94 Unrealized @ Report Date +0.3%
WYNN WYNN RESORTS LTD COM 0.0%
Value $1,814 Shares 20 Share Price $90.70 * Est. Cost/Share $72.16 Unrealized @ Report Date +22.1%
HDSN HUDSON TECHNOLOGIES INC COM 0.0%
Value $1,758 Shares 200 Share Price $8.79 * Est. Cost/Share $9.68 Unrealized @ Report Date +0.1%
AVD AMERICAN VANGUARD CORP COM 0.0%
Value $1,720 Shares 200 Share Price $8.60 * Est. Cost/Share $10.91 Unrealized @ Report Date -6.6%
KLG WK KELLOGG CO COM SHS 0.0%
Value $1,695 Shares 103 Share Price $16.46 Est. Cost/Share $13.14 Unrealized @ Report Date
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $1,685 Shares 40 Share Price $42.13 Est. Cost/Share $49.58 Unrealized @ Report Date
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $1,652 Shares 35 Share Price $47.20 * Est. Cost/Share $38.44 Unrealized @ Report Date +19.4%
RBLX ROBLOX CORP CL A 0.0%
Value $1,637 Shares 44 Share Price $37.20 Est. Cost/Share $84.12 Unrealized @ Report Date -55.8%
RACE FERRARI N V COM 0.0%
Value $1,633 Shares 4 Share Price $408.25 Est. Cost/Share $387.39 Unrealized @ Report Date +5.4%
AES AES CORP COM 0.0%
Value $1,581 Shares 90 Share Price $17.57 * Est. Cost/Share $19.34 Unrealized @ Report Date -16.1%
MKL MARKEL GROUP INC COM 0.0%
Value $1,576 Shares 1 Share Price $1576.00 Est. Cost/Share $1552.86 Unrealized @ Report Date +1.5%
PHIN PHINIA INC COMMON STOCK 0.0%
Value $1,574 Shares 40 Share Price $39.35 * Est. Cost/Share $31.24 Unrealized @ Report Date +22.1%
PCAR PACCAR INC COM 0.0%
Value $1,544 Shares 15 Share Price $102.93 * Est. Cost/Share $100.80 Unrealized @ Report Date -3.8%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $1,525 Shares 30 Share Price $50.83 * Est. Cost/Share $66.93 Unrealized @ Report Date -27.9%
ENPH ENPHASE ENERGY INC COM 0.0%
Value $1,496 Shares 15 Share Price $99.73 Est. Cost/Share $168.75 Unrealized @ Report Date -40.9%
ARDX ARDELYX INC COM 0.0%
Value $1,482 Shares 200 Share Price $7.41 * Est. Cost/Share $4.49 Unrealized @ Report Date +56.7%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value $1,480 Shares 25 Share Price $59.20 Est. Cost/Share $235.14 Unrealized @ Report Date -74.8%
URA GLOBAL X URANIUM ETF 0.0%
Value $1,448 Shares 50 Share Price $28.96 Est. Cost/Share $20.88 Unrealized @ Report Date +38.6%
FR FIRST INDL RLTY TR INC COM 0.0%
Value $1,440 Shares 30 Share Price $48.00 Est. Cost/Share $40.59 Unrealized @ Report Date
SONO SONOS INC COM 0.0%
Value $1,402 Shares 95 Share Price $14.76 Est. Cost/Share $30.55 Unrealized @ Report Date -51.7%
GOEX GLOBAL X GOLD EXPLORERS ETF 0.0%
Value $1,371 Shares 50 Share Price $27.42 Est. Cost/Share $35.06 Unrealized @ Report Date
NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF 0.0%
Value $1,360 Shares 65 Share Price $20.92 Est. Cost/Share $20.92 Unrealized @ Report Date
SKT TANGER INC COM 0.0%
Value $1,356 Shares 50 Share Price $27.12 Est. Cost/Share $9.32 Unrealized @ Report Date
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF 0.0%
Value $1,339 Shares 13 Share Price $103.00 Est. Cost/Share $89.23 Unrealized @ Report Date
DOCU DOCUSIGN INC COM 0.0%
Value $1,338 Shares 25 Share Price $53.52 * Est. Cost/Share $56.40 Unrealized @ Report Date 0.0%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value $1,300 Shares 16 Share Price $81.25 Est. Cost/Share $73.30 Unrealized @ Report Date +10.9%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value $1,248 Shares 40 Share Price $31.20 Est. Cost/Share $43.35 Unrealized @ Report Date
HAL HALLIBURTON CO COM 0.0%
Value $1,216 Shares 36 Share Price $33.78 * Est. Cost/Share $34.12 Unrealized @ Report Date +3.5%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $1,208 Shares 17 Share Price $71.06 * Est. Cost/Share $39.07 Unrealized @ Report Date +73.3%
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value $1,193 Shares 355 Share Price $3.36 Est. Cost/Share $4.31 Unrealized @ Report Date
PBJ INVESCO FOOD & BEVERAGE ETF 0.0%
Value $1,141 Shares 25 Share Price $45.64 Est. Cost/Share $40.29 Unrealized @ Report Date
AEG AEGON LTD AMER REG 1 CERT 0.0%
Value $1,128 Shares 184 Share Price $6.13 Est. Cost/Share $4.96 Unrealized @ Report Date +23.6%
FOX FOX CORP CL B COM 0.0%
Value $1,025 Shares 32 Share Price $32.03 Est. Cost/Share $27.29 Unrealized @ Report Date +15.3%
UPST UPSTART HLDGS INC COM 0.0%
Value $967 Shares 41 Share Price $23.59 Est. Cost/Share $209.59 Unrealized @ Report Date -88.7%
ZIMVIE INC COM 0.0%
Value $931 Shares 51 Share Price $18.25 Est. Cost/Share $22.84 Unrealized @ Report Date
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value $897 Shares 3 Share Price $299.00 Est. Cost/Share $430.22 Unrealized @ Report Date -30.5%
EIX EDISON INTL COM 0.0%
Value $862 Shares 12 Share Price $71.83 * Est. Cost/Share $62.61 Unrealized @ Report Date +7.2%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value $851 Shares 10 Share Price $85.10 Est. Cost/Share $67.02 Unrealized @ Report Date +26.9%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $846 Shares 13 Share Price $65.08 * Est. Cost/Share $83.23 Unrealized @ Report Date -27.3%
AOS SMITH A O CORP COM 0.0%
Value $818 Shares 10 Share Price $81.80 * Est. Cost/Share $79.74 Unrealized @ Report Date -0.3%
MAT MATTEL INC COM 0.0%
Value $813 Shares 50 Share Price $16.26 Est. Cost/Share $15.68 Unrealized @ Report Date +3.7%
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 0.0%
Value $788 Shares 21 Share Price $37.52 Est. Cost/Share $31.94 Unrealized @ Report Date
TDOC TELADOC HEALTH INC COM 0.0%
Value $782 Shares 80 Share Price $9.78 Est. Cost/Share $174.17 Unrealized @ Report Date -94.4%
GL GLOBE LIFE INC COM 0.0%
Value $741 Shares 9 Share Price $82.33 Est. Cost/Share $120.45 Unrealized @ Report Date -32.6%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value $724 Shares 3 Share Price $241.33 Est. Cost/Share $293.39 Unrealized @ Report Date -17.7%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $719 Shares 40 Share Price $17.98 * Est. Cost/Share $18.07 Unrealized @ Report Date -6.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value $560 Shares 11 Share Price $50.91 * Est. Cost/Share $46.11 Unrealized @ Report Date +5.1%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value $552 Shares 14 Share Price $39.43 Est. Cost/Share $29.11 Unrealized @ Report Date +35.5%
NIKOLA CORP COM NEW 0.0%
Value $541 Shares 66 Share Price $8.20 Est. Cost/Share $8.20 Unrealized @ Report Date
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value $527 Shares 50 Share Price $10.54 * Est. Cost/Share $41.65 Unrealized @ Report Date -75.7%
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value $491 Shares 14 Share Price $35.07 Est. Cost/Share $34.62 Unrealized @ Report Date +1.3%
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value $479 Shares 14 Share Price $34.21 Est. Cost/Share $34.31 Unrealized @ Report Date -0.2%
RCUS ARCUS BIOSCIENCES INC COM 0.0%
Value $457 Shares 30 Share Price $15.23 * Est. Cost/Share $33.51 Unrealized @ Report Date -51.8%
NVCR NOVOCURE LTD ORD SHS 0.0%
Value $428 Shares 25 Share Price $17.12 Est. Cost/Share $100.38 Unrealized @ Report Date -82.9%
LE LANDS END INC NEW COM 0.0%
Value $408 Shares 30 Share Price $13.60 Est. Cost/Share $8.38 Unrealized @ Report Date +62.2%
FMC FMC CORP COM NEW 0.0%
Value $403 Shares 7 Share Price $57.57 * Est. Cost/Share $72.05 Unrealized @ Report Date -25.6%
RICK RCI HOSPITALITY HLDGS INC COM 0.0%
Value $392 Shares 9 Share Price $43.56 * Est. Cost/Share $62.35 Unrealized @ Report Date -22.2%
AVNS AVANOS MED INC COM 0.0%
Value $319 Shares 16 Share Price $19.94 * Est. Cost/Share $41.62 Unrealized @ Report Date -53.2%
NWL NEWELL BRANDS INC COM 0.0%
Value $318 Shares 50 Share Price $6.36 * Est. Cost/Share $8.91 Unrealized @ Report Date -22.8%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value $266 Shares 3 Share Price $88.67 Est. Cost/Share $67.61 Unrealized @ Report Date +31.3%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $250 Shares 20 Share Price $12.50 * Est. Cost/Share $25.42 Unrealized @ Report Date -54.0%
VFC V F CORP COM 0.0%
Value $216 Shares 16 Share Price $13.50 Est. Cost/Share $16.09 Unrealized @ Report Date -16.1%
ONL ORION OFFICE REIT INC COM 0.0%
Value $201 Shares 56 Share Price $3.59 Est. Cost/Share $18.67 Unrealized @ Report Date
CRON CRONOS GROUP INC COM 0.0%
Value $184 Shares 79 Share Price $2.33 Est. Cost/Share $14.79 Unrealized @ Report Date -84.2%
BIGGQ BIG LOTS INC COM 0.0%
Value $173 Shares 100 Share Price $1.73 * Est. Cost/Share $36.70 Unrealized @ Report Date -91.2%
NIOCORP DEVS LTD COM NEW 0.0%
Value $173 Shares 100 Share Price $1.73 Est. Cost/Share $0.86 Unrealized @ Report Date
LYFT LYFT INC CL A COM 0.0%
Value $169 Shares 12 Share Price $14.08 * Est. Cost/Share $16.24 Unrealized @ Report Date 0.0%
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value $151 Shares 100 Share Price $1.51 Est. Cost/Share $8.79 Unrealized @ Report Date
SE SEA LTD SPONSORD ADS 0.0%
Value $143 Shares 2 Share Price $71.50 Est. Cost/Share $199.68 Unrealized @ Report Date -64.2%
KTB KONTOOR BRANDS INC COM 0.0%
Value $132 Shares 2 Share Price $66.00 Est. Cost/Share $59.90 Unrealized @ Report Date +10.4%
PHARMACYTE BIOTECH INC COM NEW 0.0%
Value $53 Shares 27 Share Price $1.96 Est. Cost/Share $0.15 Unrealized @ Report Date
LEU CENTRUS ENERGY CORP CL A 0.0%
Value $43 Shares 1 Share Price $43.00 Est. Cost/Share $44.26 Unrealized @ Report Date -3.4%
UPLD UPLAND SOFTWARE INC COM 0.0%
Value $42 Shares 17 Share Price $2.47 * Est. Cost/Share $48.25 Unrealized @ Report Date -94.5%
DESKTOP METAL INC COM CL A 0.0%
Value $41 Shares 10 Share Price $4.10 Est. Cost/Share $4.10 Unrealized @ Report Date
MINERVA NEUROSCIENCES INC COM NEW 0.0%
Value $38 Shares 12 Share Price $3.17 Est. Cost/Share $12.55 Unrealized @ Report Date
IDEXQ IDEANOMICS INC COM NEW 0.0%
Value $30 Shares 33 Share Price $0.91 * Est. Cost/Share $0.96 Unrealized @ Report Date 0.0%
CONTEXTLOGIC INC CL A NEW 0.0%
Value $29 Shares 5 Share Price $5.80 Est. Cost/Share $5.80 Unrealized @ Report Date
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value $26 Shares 4 Share Price $6.50 Est. Cost/Share $306.74 Unrealized @ Report Date -97.9%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $7 Shares 1 Share Price $7.00 * Est. Cost/Share $7.94 Unrealized @ Report Date -16.8%
TNF PHARMACEUTICALS INC COM NEW 0.0%
Value $2 Shares 1 Share Price $2.00 Est. Cost/Share $2.00 Unrealized @ Report Date
FUBO FUBOTV INC COM 0.0%
Value $1 Shares 1 Share Price $1.00 * Est. Cost/Share $1.33 Unrealized @ Report Date 0.0%
SHIFT TECHNOLOGIES INC CL A NEW 0.0%
Value $0 Shares 14 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date
VANECK RUSSIA ETF 0.0%
Value $0 Shares 50 Share Price $0.00 Est. Cost/Share Unrealized @ Report Date