Financial Enhancement Group LLC Diversified Active

CIK: 0001641438 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 9, 2022

Total Value ($000): $463,257 (100.0% shares, 0.0% debt)

Holdings (323)

SPD SIMPLIFY EXCHANGE TRADED FUN 13.5%
Value ($000) $62,632 Shares 2,366,169 Est. Cost $28.75 Unrealized
JMBS JANUS DETROIT STR TR 6.6%
Value ($000) $30,662 Shares 639,324 Est. Cost $50.81 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 6.6%
Value ($000) $30,379 Shares 511,609 Est. Cost $59.61 Unrealized
QEFA SPDR INDEX SHS FDS 6.1%
Value ($000) $28,259 Shares 455,942 Est. Cost $67.56 Unrealized
IEF ISHARES TR 4.4%
Value ($000) $20,467 Shares 200,071 Est. Cost $102.30 Unrealized
FTLS FIRST TR EXCH TRADED FD III 4.2%
Value ($000) $19,249 Shares 395,745 Est. Cost $50.63 Unrealized
JBBB JANUS DETROIT STR TR 3.3%
Value ($000) $15,512 Shares 339,998 Est. Cost $47.75 Unrealized
JAAA JANUS DETROIT STR TR 3.2%
Value ($000) $14,856 Shares 302,927 Est. Cost $50.40 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 2.4%
Value ($000) $11,124 Shares 148,142 Est. Cost $51.87 Unrealized
GLDM WORLD GOLD TR 2.3%
Value ($000) $10,457 Shares 291,455 Est. Cost $38.47 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $10,161 Shares 230,406 Est. Cost $47.85 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $10,144 Shares 74,194 Est. Cost $91.64 Unrealized +62.2%
SPYC SIMPLIFY EXCHANGE TRADED FUN 2.0%
Value ($000) $9,172 Shares 345,734 Est. Cost $27.71 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 1.9%
Value ($000) $8,602 Shares 208,835 Est. Cost $38.75 Unrealized
IVE ISHARES TR 1.8%
Value ($000) $8,360 Shares 60,815 Est. Cost $152.92 Unrealized
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $7,109 Shares 91,779 Est. Cost $61.78 Unrealized +11.4%
LABORATORY CORP AMER HLDGS 1.5%
Value ($000) $6,907 Shares 29,473 Est. Cost $256.32 Unrealized
AVGO BROADCOM INC 1.4%
Value ($000) $6,513 Shares 13,406 Est. Cost $54.99 Unrealized -4.7%
LFEQ VANECK ETF TRUST 1.4%
Value ($000) $6,326 Shares 169,810 Est. Cost $39.36 Unrealized
FPE FIRST TR EXCH TRADED FD III 1.3%
Value ($000) $6,164 Shares 357,728 Est. Cost $19.07 Unrealized
FMC FMC CORP 1.3%
Value ($000) $5,892 Shares 55,056 Est. Cost $79.88 Unrealized +33.8%
SPEM SPDR INDEX SHS FDS 1.2%
Value ($000) $5,690 Shares 163,657 Est. Cost $42.11 Unrealized
URNM SPROTT FDS TR 1.1%
Value ($000) $5,326 Shares 93,207 Est. Cost $57.14 Unrealized
DBJP DBX ETF TR 1.1%
Value ($000) $5,238 Shares 110,750 Est. Cost $49.88 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $4,733 Shares 146,484 Est. Cost $32.31 Unrealized
EOG EOG RES INC 1.0%
Value ($000) $4,678 Shares 42,361 Est. Cost $105.75 Unrealized 0.0%
USMV ISHARES TR 1.0%
Value ($000) $4,622 Shares 65,824 Est. Cost $71.84 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $4,329 Shares 70,547 Est. Cost $63.73 Unrealized
EMB ISHARES TR 0.9%
Value ($000) $4,280 Shares 50,169 Est. Cost $112.32 Unrealized
V VISA INC 0.9%
Value ($000) $4,155 Shares 21,106 Est. Cost $153.22 Unrealized +31.2%
UTHR UNITED THERAPEUTICS CORP DEL 0.8%
Value ($000) $3,894 Shares 16,526 Est. Cost $203.30 Unrealized 0.0%
FXN FIRST TR EXCHANGE TRADED FD 0.8%
Value ($000) $3,505 Shares 237,484 Est. Cost $12.25 Unrealized
QQXT FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $3,463 Shares 49,102 Est. Cost $70.53 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value ($000) $3,349 Shares 35,612 Est. Cost $63.74 Unrealized +59.6%
DJP BARCLAYS BANK PLC 0.7%
Value ($000) $3,214 Shares 92,357 Est. Cost $31.55 Unrealized
DOV DOVER CORP 0.7%
Value ($000) $3,118 Shares 25,704 Est. Cost $115.75 Unrealized +11.5%
DHR DANAHER CORPORATION 0.6%
Value ($000) $2,961 Shares 11,678 Est. Cost $62.26 Unrealized +263.4%
QUS SPDR SER TR 0.6%
Value ($000) $2,902 Shares 26,859 Est. Cost $130.61 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.6%
Value ($000) $2,714 Shares 44,268 Est. Cost $72.87 Unrealized
CTVA CORTEVA INC 0.6%
Value ($000) $2,664 Shares 49,207 Est. Cost $51.48 Unrealized +8.4%
MSOS ADVISORSHARES TR 0.6%
Value ($000) $2,620 Shares 253,152 Est. Cost $37.09 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $2,251 Shares 50,776 Est. Cost $37.26 Unrealized
USMF WISDOMTREE TR 0.5%
Value ($000) $2,206 Shares 60,854 Est. Cost $31.86 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.5%
Value ($000) $2,126 Shares 24,918 Est. Cost $85.32 Unrealized
LITHIUM AMERS CORP NEW 0.4%
Value ($000) $2,074 Shares 103,047 Est. Cost $38.14 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.4%
Value ($000) $1,929 Shares 13,898 Est. Cost $97.80 Unrealized +10.3%
SOUTHWESTERN ENERGY CO 0.4%
Value ($000) $1,900 Shares 303,957 Est. Cost $7.17 Unrealized
LNG CHENIERE ENERGY INC 0.4%
Value ($000) $1,852 Shares 13,924 Est. Cost $136.20 Unrealized 0.0%
ROMO STRATEGY SHS 0.4%
Value ($000) $1,658 Shares 64,575 Est. Cost $23.74 Unrealized
EGY VAALCO ENERGY INC 0.3%
Value ($000) $1,616 Shares 232,867 Est. Cost $5.92 Unrealized 0.0%
CSV CARRIAGE SVCS INC 0.3%
Value ($000) $1,585 Shares 39,986 Est. Cost $33.30 Unrealized +22.7%
IPKW INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,559 Shares 48,011 Est. Cost $33.96 Unrealized
MINT PIMCO ETF TR 0.3%
Value ($000) $1,526 Shares 15,399 Est. Cost $101.63 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.3%
Value ($000) $1,433 Shares 13,045 Est. Cost $133.09 Unrealized
RYN RAYONIER INC 0.3%
Value ($000) $1,388 Shares 37,121 Est. Cost $37.39 Unrealized
SZNE PACER FDS TR 0.3%
Value ($000) $1,380 Shares 41,498 Est. Cost $30.71 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,376 Shares 5,040 Est. Cost $221.58 Unrealized +41.6%
CCJ CAMECO CORP 0.3%
Value ($000) $1,363 Shares 64,837 Est. Cost $23.23 Unrealized +7.5%
SPMD SPDR SER TR 0.3%
Value ($000) $1,229 Shares 30,958 Est. Cost $35.05 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $1,146 Shares 10,254 Est. Cost $91.83 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,041 Shares 14,466 Est. Cost $55.46 Unrealized
FCN FTI CONSULTING INC 0.2%
Value ($000) $991 Shares 5,479 Est. Cost $98.77 Unrealized +67.0%
QLYS QUALYS INC 0.2%
Value ($000) $976 Shares 7,734 Est. Cost $55.46 Unrealized +136.2%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $946 Shares 12,150 Est. Cost $77.49 Unrealized
SPTI SPDR SER TR 0.2%
Value ($000) $898 Shares 30,464 Est. Cost $32.99 Unrealized
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $894 Shares 9,653 Est. Cost $58.55 Unrealized +54.5%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $883 Shares 6,152 Est. Cost $100.83 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $879 Shares 5,796 Est. Cost $20.66 Unrealized -8.8%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $647 Shares 2,635 Est. Cost $107.84 Unrealized +103.1%
INDA ISHARES TR 0.1%
Value ($000) $641 Shares 16,294 Est. Cost $31.99 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $633 Shares 1,951 Est. Cost $107.64 Unrealized +170.3%
GPC GENUINE PARTS CO 0.1%
Value ($000) $615 Shares 4,628 Est. Cost $120.31 Unrealized 0.0%
GDX VANECK ETF TRUST 0.1%
Value ($000) $602 Shares 21,978 Est. Cost $33.38 Unrealized
BARCLAYS BANK PLC 0.1%
Value ($000) $571 Shares 30,567 Est. Cost $28.21 Unrealized
PALC PACER FDS TR 0.1%
Value ($000) $559 Shares 16,154 Est. Cost $37.51 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $552 Shares 16,013 Est. Cost $35.34 Unrealized
IQDG WISDOMTREE TR 0.1%
Value ($000) $506 Shares 17,091 Est. Cost $28.86 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $490 Shares 3,613 Est. Cost $138.37 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $464 Shares 1,808 Est. Cost $124.14 Unrealized +112.2%
BRO BROWN & BROWN INC 0.1%
Value ($000) $420 Shares 7,195 Est. Cost $48.44 Unrealized +23.7%
SPSB SPDR SER TR 0.1%
Value ($000) $383 Shares 12,880 Est. Cost $31.03 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $367 Shares 210 Est. Cost $2189.29 Unrealized -4.1%
UI UBIQUITI INC 0.1%
Value ($000) $365 Shares 1,470 Est. Cost $193.39 Unrealized +37.6%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $337 Shares 698 Est. Cost $371.47 Unrealized +26.4%
SPYD SPDR SER TR 0.1%
Value ($000) $336 Shares 8,409 Est. Cost $37.41 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $334 Shares 9,785 Est. Cost $25.83 Unrealized
BOCT INNOVATOR ETFS TR 0.1%
Value ($000) $333 Shares 10,951 Est. Cost $22.48 Unrealized
BAPR INNOVATOR ETFS TR 0.1%
Value ($000) $328 Shares 10,973 Est. Cost $24.81 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $323 Shares 128,755 Est. Cost $2.68 Unrealized
IJUL INNOVATOR ETFS TR 0.1%
Value ($000) $319 Shares 14,020 Est. Cost $23.10 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $303 Shares 1,705 Est. Cost $135.94 Unrealized +17.7%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $270 Shares 4,271 Est. Cost $51.03 Unrealized +28.4%
FFTY INNOVATOR ETFS TR 0.1%
Value ($000) $260 Shares 9,669 Est. Cost $35.15 Unrealized
UIVM VICTORY PORTFOLIOS II 0.1%
Value ($000) $257 Shares 6,400 Est. Cost $41.45 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $256 Shares 2,629 Est. Cost $66.51 Unrealized +47.1%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value ($000) $231 Shares 8,618 Est. Cost $20.18 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $200 Shares 728 Est. Cost $282.33 Unrealized -4.7%
FXZ FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $191 Shares 3,381 Est. Cost $56.49 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $186 Shares 4,799 Est. Cost $40.31 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $184 Shares 9,290 Est. Cost $20.20 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $183 Shares 425 Est. Cost $320.77 Unrealized +24.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $171 Shares 541 Est. Cost $361.29 Unrealized -6.6%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $166 Shares 4,448 Est. Cost $38.46 Unrealized +5.8%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $164 Shares 3,275 Est. Cost $50.69 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $160 Shares 3,578 Est. Cost $54.24 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $149 Shares 1,032 Est. Cost $80.15 Unrealized +78.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $148 Shares 749 Est. Cost $147.45 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $143 Shares 1,125 Est. Cost $97.85 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $143 Shares 212 Est. Cost $145.92 Unrealized +87.1%
SYNA SYNAPTICS INC 0.0%
Value ($000) $133 Shares 1,125 Est. Cost $168.15 Unrealized -12.8%
DVY ISHARES TR 0.0%
Value ($000) $131 Shares 1,114 Est. Cost $89.17 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $128 Shares 1,208 Est. Cost $126.36 Unrealized -1.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $122 Shares 496 Est. Cost $140.82 Unrealized +60.7%
GOOG ALPHABET INC 0.0%
Value ($000) $112 Shares 51 Est. Cost $117.39 Unrealized -0.1%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $112 Shares 3,555 Est. Cost $23.25 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $109 Shares 1,278 Est. Cost $54.00 Unrealized +47.4%
TIP ISHARES TR 0.0%
Value ($000) $104 Shares 916 Est. Cost $127.51 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $101 Shares 896 Est. Cost $99.80 Unrealized +13.3%
IVV ISHARES TR 0.0%
Value ($000) $93 Shares 244 Est. Cost $295.53 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $91 Shares 1,209 Est. Cost $55.13 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $90 Shares 1,438 Est. Cost $35.57 Unrealized +59.6%
IWV ISHARES TR 0.0%
Value ($000) $85 Shares 393 Est. Cost $148.89 Unrealized
SAM BOSTON BEER INC 0.0%
Value ($000) $83 Shares 275 Est. Cost $679.74 Unrealized -48.8%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $77 Shares 1,525 Est. Cost $55.69 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $75 Shares 1,425 Est. Cost $30.30 Unrealized +38.6%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $73 Shares 615 Est. Cost $106.34 Unrealized +8.6%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $67 Shares 712 Est. Cost $115.17 Unrealized
SIMO SILICON MOTION TECHNOLOGY CO 0.0%
Value ($000) $67 Shares 800 Est. Cost $69.00 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $65 Shares 372 Est. Cost $34.45 Unrealized -35.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $65 Shares 382 Est. Cost $141.77 Unrealized +14.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $64 Shares 1,263 Est. Cost $39.95 Unrealized +0.4%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $63 Shares 437 Est. Cost $88.42 Unrealized +55.3%
ORCL ORACLE CORP 0.0%
Value ($000) $61 Shares 870 Est. Cost $76.25 Unrealized -8.4%
PPG PPG INDS INC 0.0%
Value ($000) $54 Shares 468 Est. Cost $147.48 Unrealized -21.6%
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $53 Shares 3,875 Est. Cost $17.51 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $51 Shares 1,487 Est. Cost $33.76 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $48 Shares 600 Est. Cost $59.73 Unrealized +20.2%
PEP PEPSICO INC 0.0%
Value ($000) $47 Shares 282 Est. Cost $120.72 Unrealized +24.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $46 Shares 85 Est. Cost $330.32 Unrealized +64.9%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $45 Shares 405 Est. Cost $56.12 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $44 Shares 478 Est. Cost $62.04 Unrealized +27.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $43 Shares 250 Est. Cost $119.49 Unrealized +39.2%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $38 Shares 375 Est. Cost $76.10 Unrealized
DE DEERE & CO 0.0%
Value ($000) $36 Shares 121 Est. Cost $362.86 Unrealized -3.6%
VNLA JANUS DETROIT STR TR 0.0%
Value ($000) $36 Shares 749 Est. Cost $50.10 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $36 Shares 200 Est. Cost $187.56 Unrealized +5.2%
BAX BAXTER INTL INC 0.0%
Value ($000) $32 Shares 500 Est. Cost $71.56 Unrealized -7.2%
PCY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $31 Shares 1,688 Est. Cost $25.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $29 Shares 202 Est. Cost $111.94 Unrealized +5.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $29 Shares 273 Est. Cost $78.35 Unrealized +21.7%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $30.00 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $28 Shares 260 Est. Cost $52.58 Unrealized +101.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $27 Shares 213 Est. Cost $130.35 Unrealized -4.2%
BA BOEING CO 0.0%
Value ($000) $27 Shares 200 Est. Cost $319.52 Unrealized -53.8%
ANSYS INC 0.0%
Value ($000) $26 Shares 110 Est. Cost $171.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $26 Shares 50 Est. Cost $229.54 Unrealized +105.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $25 Shares 156 Est. Cost $118.19 Unrealized +23.1%
GOOGL ALPHABET INC 0.0%
Value ($000) $24 Shares 11 Est. Cost $134.81 Unrealized -13.3%
T AT&T INC 0.0%
Value ($000) $22 Shares 1,040 Est. Cost $15.46 Unrealized +5.4%
LKFN LAKELAND FINL CORP 0.0%
Value ($000) $21 Shares 315 Est. Cost $39.08 Unrealized +62.6%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $21 Shares 1,429 Est. Cost $17.59 Unrealized -12.4%
LOW LOWES COS INC 0.0%
Value ($000) $21 Shares 122 Est. Cost $126.17 Unrealized +42.3%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $21 Shares 162 Est. Cost $191.36 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $18 Shares 186 Est. Cost $72.63 Unrealized +21.8%
MMM 3M CO 0.0%
Value ($000) $18 Shares 140 Est. Cost $113.61 Unrealized -7.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $18 Shares 191 Est. Cost $165.07 Unrealized -34.3%
IVOL KRANESHARES TR 0.0%
Value ($000) $18 Shares 706 Est. Cost $27.20 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $18 Shares 87 Est. Cost $173.78 Unrealized +16.5%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $18 Shares 173 Est. Cost $87.54 Unrealized
WMT WALMART INC 0.0%
Value ($000) $18 Shares 145 Est. Cost $40.52 Unrealized +8.7%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $17 Shares 50 Est. Cost $43.61 Unrealized +111.4%
WU WESTERN UN CO 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $20.00 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $16 Shares 329 Est. Cost $66.87 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $15 Shares 440 Est. Cost $26.34 Unrealized +12.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $15 Shares 41 Est. Cost $463.41 Unrealized
MTUM ISHARES TR 0.0%
Value ($000) $15 Shares 112 Est. Cost $152.51 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $14 Shares 351 Est. Cost $41.99 Unrealized
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $13 Shares 513 Est. Cost $27.36 Unrealized
SAP SAP SE 0.0%
Value ($000) $13 Shares 143 Est. Cost $109.46 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $12 Shares 106 Est. Cost $88.14 Unrealized +28.1%
PCG PG&E CORP 0.0%
Value ($000) $12 Shares 1,171 Est. Cost $41.94 Unrealized -72.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $11 Shares 121 Est. Cost $62.64 Unrealized +43.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $11 Shares 50 Est. Cost $204.81 Unrealized +4.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $118.20 Unrealized -8.3%
IEFA ISHARES TR 0.0%
Value ($000) $11 Shares 194 Est. Cost $67.01 Unrealized
INVESCO QUALITY MUN INCOME T 0.0%
Value ($000) $11 Shares 1,107 Est. Cost $13.55 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $10 Shares 61 Est. Cost $166.67 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $10 Shares 95 Est. Cost $108.85 Unrealized +5.5%
LINDE PLC 0.0%
Value ($000) $10 Shares 36 Est. Cost $250.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $10 Shares 84 Est. Cost $173.63 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $10 Shares 120 Est. Cost $69.41 Unrealized +9.1%
INVESCO VALUE MUN INCOME TR 0.0%
Value ($000) $9 Shares 667 Est. Cost $16.49 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $19.06 Unrealized +53.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $8 Shares 260 Est. Cost $49.64 Unrealized -14.0%
HAS HASBRO INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $51.15 Unrealized +44.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $8 Shares 21 Est. Cost $203.33 Unrealized +100.2%
IDXX IDEXX LABS INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $288.76 Unrealized +41.2%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $7 Shares 37 Est. Cost $177.17 Unrealized -13.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $128.05 Unrealized -32.4%
PLD PROLOGIS INC. 0.0%
Value ($000) $7 Shares 63 Est. Cost $135.45 Unrealized -8.9%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $6 Shares 72 Est. Cost $73.59 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $53.04 Unrealized -17.5%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $6 Shares 172 Est. Cost $33.20 Unrealized +3.2%
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $5 Shares 1,280 Est. Cost $5.47 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $188.89 Unrealized -3.1%
CNH CNH INDL N V 0.0%
Value ($000) $5 Shares 400 Est. Cost $7.72 Unrealized +68.4%
CALUMET SPECIALTY PRODS PART 0.0%
Value ($000) $5 Shares 440 Est. Cost $13.64 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $58.78 Unrealized +5.2%
SO SOUTHERN CO 0.0%
Value ($000) $4 Shares 56 Est. Cost $58.69 Unrealized +9.5%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $47.53 Unrealized -15.9%
NVS NOVARTIS AG 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $4 Shares 100 Est. Cost $66.14 Unrealized -31.3%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 45 Est. Cost $111.11 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $4 Shares 107 Est. Cost $57.86 Unrealized +5.7%
HSY HERSHEY CO 0.0%
Value ($000) $3 Shares 13 Est. Cost $184.39 Unrealized +7.8%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $3 Shares 64 Est. Cost $43.45 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $3 Shares 50 Est. Cost $84.84 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $3 Shares 173 Est. Cost $19.35 Unrealized -16.5%
XPERI HOLDING CORP 0.0%
Value ($000) $3 Shares 175 Est. Cost $17.14 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $3 Shares 20 Est. Cost $139.36 Unrealized +1.2%
HPQ HP INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $17.42 Unrealized +84.0%
CRM SALESFORCE INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $269.25 Unrealized -35.2%
BP BP PLC 0.0%
Value ($000) $3 Shares 100 Est. Cost $43.60 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $3 Shares 50 Est. Cost $45.13 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $3 Shares 180 Est. Cost $16.67 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $2 Shares 59 Est. Cost $41.66 Unrealized -7.9%
TWLO TWILIO INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $374.56 Unrealized -70.1%
ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $216.93 Unrealized -15.2%
ZENDESK INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $125.00 Unrealized
VFC V F CORP 0.0%
Value ($000) $2 Shares 34 Est. Cost $79.91 Unrealized -37.2%
MCO MOODYS CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $325.21 Unrealized -10.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $394.19 Unrealized -12.3%
INFY INFOSYS LTD 0.0%
Value ($000) $2 Shares 111 Est. Cost $27.03 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $192.20 Unrealized -5.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $2 Shares 54 Est. Cost $43.02 Unrealized -0.5%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $406.36 Unrealized -7.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $2 Shares 21 Est. Cost $112.18 Unrealized -7.7%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $157.28 Unrealized -4.0%
UNP UNION PAC CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $178.06 Unrealized +17.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 4 Est. Cost $629.16 Unrealized +2.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2 Shares 61 Est. Cost $16.89 Unrealized +126.7%
CPRT COPART INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $31.75 Unrealized -10.4%
SPLUNK INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $132.08 Unrealized
INVESCO MUNI INCOME OPP TRST 0.0%
Value ($000) $2 Shares 237 Est. Cost $8.44 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $2 Shares 16 Est. Cost $110.13 Unrealized -11.9%
NET CLOUDFLARE INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $77.08 Unrealized -6.6%
CANADIAN PAC RY LTD 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $2 Shares 7 Est. Cost $152.53 Unrealized -15.8%
FAST FASTENAL CO 0.0%
Value ($000) $2 Shares 41 Est. Cost $25.41 Unrealized -3.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $2 Shares 62 Est. Cost $33.56 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $203.67 Unrealized -10.2%
CI CIGNA CORP NEW 0.0%
Value ($000) $2 Shares 6 Est. Cost $179.43 Unrealized +34.5%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $387.59 Unrealized -16.8%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $2 Shares 22 Est. Cost $41.94 Unrealized +3.7%
YAMANA GOLD INC 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.00 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $166.49 Unrealized +7.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 186 Est. Cost $18.55 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $181.34 Unrealized -8.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $2 Shares 20 Est. Cost $115.71 Unrealized -6.1%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $472.12 Unrealized -16.5%
CSX CSX CORP 0.0%
Value ($000) $2 Shares 77 Est. Cost $33.13 Unrealized -6.6%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $61.94 Unrealized +0.9%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $2 Shares 38 Est. Cost $56.03 Unrealized -8.2%
WAT WATERS CORP 0.0%
Value ($000) $2 Shares 7 Est. Cost $325.36 Unrealized -2.4%
CDK GLOBAL INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 142 Est. Cost $17.78 Unrealized -17.5%
ASML ASML HOLDING N V 0.0%
Value ($000) $1 Shares 3 Est. Cost $666.67 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $1 Shares 16 Est. Cost $46.99 Unrealized -14.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $55.80 Unrealized -52.4%
BIO BIO RAD LABS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $602.81 Unrealized -13.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $97.06 Unrealized +21.3%
FSLY FASTLY INC 0.0%
Value ($000) $1 Shares 59 Est. Cost $85.95 Unrealized -83.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $119.38 Unrealized -21.6%
TECK TECK RESOURCES LTD 0.0%
Value ($000) $1 Shares 49 Est. Cost $35.75 Unrealized +10.4%
KEY KEYCORP 0.0%
Value ($000) $1 Shares 53 Est. Cost $8.82 Unrealized +80.5%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $1 Shares 61 Est. Cost $20.86 Unrealized -19.7%
WAB WABTEC 0.0%
Value ($000) $1 Shares 8 Est. Cost $73.24 Unrealized +19.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $31.03 Unrealized +8.2%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $1 Shares 41 Est. Cost $13.27 Unrealized +15.5%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $1 Shares 22 Est. Cost $61.70 Unrealized -22.9%
PIONEER NAT RES CO 0.0%
Value ($000) $1 Shares 3 Est. Cost $250.00 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $91.37 Unrealized 0.0%
META META PLATFORMS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $248.19 Unrealized -22.8%
SVB FINANCIAL GROUP 0.0%
Value ($000) $1 Shares 3 Est. Cost $666.67 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $1 Shares 14 Est. Cost $64.72 Unrealized +25.1%
OKTA OKTA INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $251.31 Unrealized -57.0%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1443.35 Unrealized -13.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1 Shares 21 Est. Cost $30.07 Unrealized -15.8%
PFF ISHARES TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $63.71 Unrealized
SPTS SPDR SER TR 0.0%
Value ($000) $1 Shares 17 Est. Cost $30.72 Unrealized
ALC ALCON AG 0.0%
Value ($000) $1 Shares 9 Est. Cost $76.31 Unrealized -5.4%
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $391.95 Unrealized -75.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $132.88 Unrealized -20.2%
LQD ISHARES TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $117.72 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $129.03 Unrealized -16.9%
XME SPDR SER TR 0.0%
Value ($000) $1 Shares 33 Est. Cost $61.29 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
KR KROGER CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $28.78 Unrealized +71.0%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 17 Est. Cost $22.39 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $36.21 Unrealized -0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $11.12 Unrealized -16.4%
SONY SONY GROUP CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.56 Unrealized +47.6%
BIDU BAIDU INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
SPMB SPDR SER TR 0.0%
Value ($000) $0 Shares 12 Est. Cost $25.73 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $36.01 Unrealized +14.1%
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 4 Est. Cost $56.01 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.85 Unrealized +2.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $21.59 Unrealized -46.1%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.62 Unrealized +2.2%
IDU ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
YOLO ADVISORSHARES TR 0.0%
Value ($000) $0 Shares 49 Est. Cost $20.41 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $35.32 Unrealized +61.2%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $231.95 Unrealized -81.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $62.28 Unrealized +37.9%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.80 Unrealized -13.7%
AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 48 Est. Cost $20.83 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $53.24 Unrealized +49.1%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $0 Shares 15 Est. Cost $37.03 Unrealized -11.6%
FEM FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $27.14 Unrealized +18.7%