First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 17, 2023

Total Value ($000): $330 (100.0% shares, 0.0% debt)

Holdings (398)

VTI VANGUARD TOTAL STOCK MARKET ETF 6.9%
Value ($000) $23 Shares 118,722 Est. Cost $169.95 Unrealized
VTV VANGUARD VALUE ETF 5.1%
Value ($000) $17 Shares 120,592 Est. Cost $123.98 Unrealized
PHDG INVESCO S&P 500 DOWNSIDE HEDGED ETF 4.3%
Value ($000) $14 Shares 438,550 Est. Cost $34.77 Unrealized
AAPL APPLE COMPUTER INC 3.7%
Value ($000) $12 Shares 93,991 Est. Cost $87.75 Unrealized +60.3%
PG PROCTER & GAMBLE CO 2.7%
Value ($000) $9 Shares 59,257 Est. Cost $61.15 Unrealized +112.2%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $8 Shares 47,514 Est. Cost $82.02 Unrealized +91.5%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2.3%
Value ($000) $8 Shares 118,968 Est. Cost $56.53 Unrealized
DUK DUKE ENERGY CORP 2.1%
Value ($000) $7 Shares 68,745 Est. Cost $47.93 Unrealized +76.9%
UNP UNION PACIFIC CORP 2.1%
Value ($000) $7 Shares 33,266 Est. Cost $75.64 Unrealized +151.4%
SO SOUTHERN CO 2.1%
Value ($000) $7 Shares 95,680 Est. Cost $30.19 Unrealized +97.5%
NWE NORTHWESTERN CORP 2.0%
Value ($000) $7 Shares 112,452 Est. Cost $36.76 Unrealized +27.4%
MSFT MICROSOFT CORP 1.9%
Value ($000) $6 Shares 26,312 Est. Cost $108.64 Unrealized +115.4%
XEL XCEL ENERGY INC 1.8%
Value ($000) $6 Shares 83,286 Est. Cost $28.39 Unrealized +109.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 1.7%
Value ($000) $6 Shares 17,654 Est. Cost $261.57 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.6%
Value ($000) $5 Shares 50,131 Est. Cost $59.56 Unrealized
VHT VANGUARD HEALTH CARE ETF 1.6%
Value ($000) $5 Shares 21,809 Est. Cost $185.16 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $5 Shares 27,716 Est. Cost $77.70 Unrealized +107.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value ($000) $5 Shares 16,129 Est. Cost $165.51 Unrealized +79.4%
MA MASTERCARD INC CL A 1.5%
Value ($000) $5 Shares 14,204 Est. Cost $110.18 Unrealized +193.5%
VB VANGUARD SMALL-CAP ETF 1.4%
Value ($000) $5 Shares 25,496 Est. Cost $184.98 Unrealized
PFE PFIZER INC 1.4%
Value ($000) $5 Shares 90,683 Est. Cost $21.76 Unrealized +84.7%
MCD MCDONALD'S CORP 1.4%
Value ($000) $5 Shares 17,555 Est. Cost $98.75 Unrealized +148.4%
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.3%
Value ($000) $4 Shares 84,011 Est. Cost $58.22 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 1.3%
Value ($000) $4 Shares 104,437 Est. Cost $26.23 Unrealized
VO VANGUARD MID-CAP ETF 1.2%
Value ($000) $4 Shares 19,648 Est. Cost $170.35 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 1.2%
Value ($000) $4 Shares 63,520 Est. Cost $29.73 Unrealized +75.3%
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $4 Shares 35,615 Est. Cost $54.61 Unrealized +60.5%
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 1.1%
Value ($000) $4 Shares 43,425 Est. Cost $81.02 Unrealized
PGX INVESCO PREFERRED ETF 1.1%
Value ($000) $4 Shares 317,890 Est. Cost $14.43 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.1%
Value ($000) $4 Shares 83,410 Est. Cost $44.46 Unrealized
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 1.0%
Value ($000) $3 Shares 140,522 Est. Cost $32.75 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 1.0%
Value ($000) $3 Shares 14,025 Est. Cost $78.42 Unrealized +192.0%
MRK MERCK & CO INC 1.0%
Value ($000) $3 Shares 29,518 Est. Cost $42.30 Unrealized +119.4%
USB US BANCORP 1.0%
Value ($000) $3 Shares 72,694 Est. Cost $36.24 Unrealized +1.3%
KO COCA-COLA CO 1.0%
Value ($000) $3 Shares 49,692 Est. Cost $35.38 Unrealized +55.2%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $3 Shares 32,513 Est. Cost $42.31 Unrealized +99.8%
JPM J.P.MORGAN CHASE & CO 0.8%
Value ($000) $3 Shares 20,731 Est. Cost $57.51 Unrealized +104.6%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $3 Shares 41,444 Est. Cost $35.89 Unrealized +61.6%
AMGN AMGEN INC 0.8%
Value ($000) $3 Shares 10,506 Est. Cost $135.44 Unrealized +79.2%
CSX CSX CORP 0.8%
Value ($000) $3 Shares 86,942 Est. Cost $24.63 Unrealized +16.6%
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $3 Shares 6,915 Est. Cost $382.39 Unrealized
EVRG EVERGY INC 0.7%
Value ($000) $2 Shares 38,517 Est. Cost $40.19 Unrealized +30.6%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.7%
Value ($000) $2 Shares 53,566 Est. Cost $49.24 Unrealized
ES EVERSOURCE ENERGY NPV 0.6%
Value ($000) $2 Shares 25,259 Est. Cost $37.83 Unrealized +82.4%
BKH BLACK HILLS CORP 0.6%
Value ($000) $2 Shares 28,288 Est. Cost $34.42 Unrealized +68.7%
NXTG FIRST TRUST INDXX NEXT G ETF 0.6%
Value ($000) $2 Shares 32,331 Est. Cost $59.72 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.6%
Value ($000) $2 Shares 12,969 Est. Cost $71.69 Unrealized
WM WASTE MANAGEMENT INC 0.6%
Value ($000) $2 Shares 11,780 Est. Cost $44.64 Unrealized +243.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value ($000) $2 Shares 24,495 Est. Cost $85.02 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $2 Shares 43,638 Est. Cost $40.47 Unrealized
CVS CVS/CAREMARK CORPORATION 0.5%
Value ($000) $2 Shares 18,133 Est. Cost $58.41 Unrealized +47.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $2 Shares 11,800 Est. Cost $129.64 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $2 Shares 9,816 Est. Cost $67.92 Unrealized +102.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.5%
Value ($000) $2 Shares 21,034 Est. Cost $81.06 Unrealized
VOO VANGUARD 500 INDEX FUND ETF 0.5%
Value ($000) $2 Shares 4,503 Est. Cost $259.15 Unrealized
WMT WALMART INC 0.5%
Value ($000) $2 Shares 10,672 Est. Cost $21.45 Unrealized +112.9%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.4%
Value ($000) $1 Shares 31,461 Est. Cost $49.89 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $1 Shares 14,946 Est. Cost $103.52 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $1 Shares 3 Est. Cost $262373.40 Unrealized +71.0%
VUG VANGUARD GROWTH INDEX ETF 0.4%
Value ($000) $1 Shares 6,519 Est. Cost $264.67 Unrealized
MDU MDU RESOURCES GROUP 0.4%
Value ($000) $1 Shares 43,510 Est. Cost $5.83 Unrealized +76.3%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.4%
Value ($000) $1 Shares 59,509 Est. Cost $16.93 Unrealized
CVX CHEVRON CORPORATION 0.4%
Value ($000) $1 Shares 6,716 Est. Cost $71.53 Unrealized +114.2%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1 Shares 10,444 Est. Cost $40.20 Unrealized +142.8%
JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $1 Shares 20,598 Est. Cost $58.52 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $1 Shares 11,290 Est. Cost $51.63 Unrealized +69.6%
LAMR LAMAR ADVERTISING CO CLASS A 0.3%
Value ($000) $1 Shares 11,108 Est. Cost $72.06 Unrealized
AMLP ALERIAN MLP-ETF 0.3%
Value ($000) $1 Shares 27,422 Est. Cost $24.68 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1 Shares 14,503 Est. Cost $47.52 Unrealized +37.3%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1 Shares 11,878 Est. Cost $54.19 Unrealized +30.6%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $1 Shares 13,293 Est. Cost $64.49 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1 Shares 2,037 Est. Cost $283.07 Unrealized +50.7%
VFH VANGUARD FINANCIALS ETF 0.3%
Value ($000) $1 Shares 11,412 Est. Cost $74.25 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $1 Shares 35,689 Est. Cost $32.29 Unrealized -17.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $1 Shares 2,800 Est. Cost $275.48 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $1 Shares 10,948 Est. Cost $122.05 Unrealized -19.1%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1 Shares 3,444 Est. Cost $294.81 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1 Shares 8,104 Est. Cost $55.08 Unrealized +97.6%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1 Shares 22,291 Est. Cost $32.29 Unrealized -4.7%
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1 Shares 18,117 Est. Cost $33.31 Unrealized +24.5%
ROUS LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF 0.3%
Value ($000) $1 Shares 21,560 Est. Cost $31.55 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $1 Shares 23,340 Est. Cost $26.45 Unrealized +19.9%
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 0.2%
Value ($000) $1 Shares 30,700 Est. Cost $28.25 Unrealized
ENB ENBRIDGE, INC. 0.2%
Value ($000) $1 Shares 18,734 Est. Cost $24.37 Unrealized +30.7%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $1 Shares 5,850 Est. Cost $124.83 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $1 Shares 9,104 Est. Cost $38.03 Unrealized +94.4%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.2%
Value ($000) $1 Shares 7,250 Est. Cost $57.76 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $1 Shares 4,937 Est. Cost $42.30 Unrealized +151.9%
BIZD VANECK VECTORS BDC INCOME ETF 0.2%
Value ($000) $1 Shares 40,255 Est. Cost $14.78 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1 Shares 5,102 Est. Cost $48.89 Unrealized +96.9%
C CITIGROUP INC 0.2%
Value ($000) $1 Shares 11,889 Est. Cost $40.94 Unrealized -0.9%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $1 Shares 1,343 Est. Cost $187.79 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $1 Shares 2,085 Est. Cost $107.78 Unrealized +104.5%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $0 Shares 5,160 Est. Cost $70.89 Unrealized +31.3%
SAB BIOTHERAPEUTICS INC 0.1%
Value ($000) $0 Shares 807,535 Est. Cost $1.31 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $0 Shares 9,230 Est. Cost $52.80 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $0 Shares 7,443 Est. Cost $25.29 Unrealized +155.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $0 Shares 816 Est. Cost $567.31 Unrealized -7.5%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 6,055 Est. Cost $39.22 Unrealized +100.5%
V VISA INC CLASS A 0.1%
Value ($000) $0 Shares 2,152 Est. Cost $173.34 Unrealized +13.6%
CLX CLOROX CO 0.1%
Value ($000) $0 Shares 3,057 Est. Cost $119.17 Unrealized +7.3%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $0 Shares 1,988 Est. Cost $142.75 Unrealized +25.2%
TRI-CONTINENTAL CORPORATION ETF 0.1%
Value ($000) $0 Shares 16,574 Est. Cost $34.09 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $0 Shares 9,995 Est. Cost $40.89 Unrealized -0.2%
CME CME GROUP INC COM 0.1%
Value ($000) $0 Shares 2,390 Est. Cost $72.22 Unrealized +109.0%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value ($000) $0 Shares 4,222 Est. Cost $85.33 Unrealized
ALRS ALERUS FINANCIAL CORP 0.1%
Value ($000) $0 Shares 17,036 Est. Cost $16.34 Unrealized +22.5%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $0 Shares 5,897 Est. Cost $55.97 Unrealized
XLV SPDR HEALTH CARE SELECT SECTOR ETF 0.1%
Value ($000) $0 Shares 2,814 Est. Cost $119.68 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $0 Shares 4,360 Est. Cost $47.56 Unrealized +1.7%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $0 Shares 1,511 Est. Cost $226.32 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $0 Shares 4,635 Est. Cost $64.83 Unrealized +13.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $0 Shares 10,466 Est. Cost $25.71 Unrealized
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $0 Shares 1,476 Est. Cost $99.40 Unrealized +122.1%
WY WEYERHAEUSER CO. 0.1%
Value ($000) $0 Shares 10,383 Est. Cost $22.58 Unrealized +22.1%
HD HOME DEPOT INC 0.1%
Value ($000) $0 Shares 1,021 Est. Cost $239.17 Unrealized +17.6%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $0 Shares 2,001 Est. Cost $141.03 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND ETF 0.1%
Value ($000) $0 Shares 6,457 Est. Cost $69.08 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $0 Shares 1,734 Est. Cost $173.03 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $0 Shares 2,958 Est. Cost $59.10 Unrealized +46.7%
NVDA NVIDIA CORP 0.1%
Value ($000) $0 Shares 1,992 Est. Cost $16.54 Unrealized -11.4%
USFR WISDOMTREE FLOATING RATE FUND 0.1%
Value ($000) $0 Shares 5,770 Est. Cost $0.05 Unrealized
CCOR CORE ALTERNATIVE ETF 0.1%
Value ($000) $0 Shares 9,060 Est. Cost $13.70 Unrealized
DNP SELECT INCOME FUND INC 0.1%
Value ($000) $0 Shares 25,298 Est. Cost $10.51 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $0 Shares 2,331 Est. Cost $92.23 Unrealized
IAU ISHARES GOLD TRUST ETF 0.1%
Value ($000) $0 Shares 8,188 Est. Cost $34.32 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $0 Shares 1,397 Est. Cost $134.73 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $0 Shares 1,764 Est. Cost $118.24 Unrealized
BA BOEING CO 0.1%
Value ($000) $0 Shares 1,326 Est. Cost $155.90 Unrealized +4.9%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $19.56 Unrealized +241.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $0 Shares 3,547 Est. Cost $24.86 Unrealized +0.6%
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $0 Shares 2,430 Est. Cost $83.13 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $0 Shares 3,090 Est. Cost $47.90 Unrealized +49.4%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.1%
Value ($000) $0 Shares 7,582 Est. Cost $45.85 Unrealized
GSK GSK PLC ADR 0.1%
Value ($000) $0 Shares 6,618 Est. Cost $25.09 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 961 Est. Cost $176.04 Unrealized +17.4%
LLY ELI LILLY & CO 0.1%
Value ($000) $0 Shares 627 Est. Cost $213.30 Unrealized +62.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 1,318 Est. Cost $88.96 Unrealized +66.4%
NKE NIKE INC 0.1%
Value ($000) $0 Shares 1,915 Est. Cost $117.59 Unrealized -19.0%
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $0 Shares 10,315 Est. Cost $32.19 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.1%
Value ($000) $0 Shares 1,510 Est. Cost $103.91 Unrealized +18.4%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $0 Shares 5,047 Est. Cost $40.23 Unrealized -19.2%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value ($000) $0 Shares 4,181 Est. Cost $44.01 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $0 Shares 1,016 Est. Cost $171.53 Unrealized
CMP COMPASS MINERALS INTERNATIONAL INC 0.1%
Value ($000) $0 Shares 4,463 Est. Cost $43.76 Unrealized -8.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $0 Shares 2,080 Est. Cost $68.75 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.1%
Value ($000) $0 Shares 15,288 Est. Cost $11.74 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $0 Shares 800 Est. Cost $100.52 Unrealized +96.5%
BUD ANHEUSER BUSCH 0.1%
Value ($000) $0 Shares 2,900 Est. Cost $64.55 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $0 Shares 1,472 Est. Cost $38.63 Unrealized +183.2%
FCX FREEPORT MCMORAN COPPER & GOLD INC 0.1%
Value ($000) $0 Shares 4,500 Est. Cost $9.79 Unrealized +242.1%
DAKT DAKTRONICS INC 0.1%
Value ($000) $0 Shares 60,117 Est. Cost $6.14 Unrealized -49.9%
XLY SELECT SECTOR SPDR FUND CONSUMER DISCRETIONARY 0.1%
Value ($000) $0 Shares 1,298 Est. Cost $131.75 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $0 Shares 1,840 Est. Cost $81.76 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $0 Shares 312 Est. Cost $367.41 Unrealized +36.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $0 Shares 768 Est. Cost $217.73 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 3,382 Est. Cost $45.84 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 1,909 Est. Cost $56.28 Unrealized +30.1%
DOW DOW, INC 0.0%
Value ($000) $0 Shares 2,940 Est. Cost $32.96 Unrealized +22.9%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 910 Est. Cost $127.47 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $52.39 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $0 Shares 12,131 Est. Cost $10.54 Unrealized -4.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 550 Est. Cost $220.31 Unrealized +1.3%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $0 Shares 621 Est. Cost $197.62 Unrealized
IEFA ISHARE CORE MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 2,161 Est. Cost $51.48 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 981 Est. Cost $107.31 Unrealized
T AT&T INC. 0.0%
Value ($000) $0 Shares 7,193 Est. Cost $14.91 Unrealized +1.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $0 Shares 3,358 Est. Cost $41.23 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1,673 Est. Cost $62.17 Unrealized
COPX GLOBAL X FUNDS GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $11.71 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $109.81 Unrealized -13.7%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $0 Shares 834 Est. Cost $95.92 Unrealized
META META PLATFORMS CLASS A 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $189.49 Unrealized -38.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 580 Est. Cost $143.29 Unrealized +31.3%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $0 Shares 2,250 Est. Cost $44.89 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $0 Shares 2,457 Est. Cost $17.55 Unrealized +128.2%
WCLD WISDOMTREE CLOUD COMPUTING ETF 0.0%
Value ($000) $0 Shares 4,440 Est. Cost $53.79 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $0 Shares 6,984 Est. Cost $42.05 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $0 Shares 2,510 Est. Cost $24.51 Unrealized +40.2%
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $0 Shares 1,180 Est. Cost $107.70 Unrealized -12.4%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 1,051 Est. Cost $8.92 Unrealized
FISV FISERV INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $102.02 Unrealized -2.4%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $65.18 Unrealized +20.1%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $0 Shares 2,159 Est. Cost $34.46 Unrealized +13.9%
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $0 Shares 6,120 Est. Cost $25.64 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $0 Shares 225 Est. Cost $342.83 Unrealized +13.4%
GOVT ISHARES CORE US TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 4,045 Est. Cost $26.32 Unrealized
BHP BHP GROUP LIMITED 0.0%
Value ($000) $0 Shares 1,462 Est. Cost $71.43 Unrealized
TEX TEREX CORPORATION 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $48.57 Unrealized -17.1%
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $0 Shares 815 Est. Cost $97.10 Unrealized -2.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $50.08 Unrealized -28.6%
SHOCKWAVE MEDICAL INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $45.00 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $0 Shares 1,883 Est. Cost $21.39 Unrealized +64.5%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $74.00 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $14.13 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $0 Shares 1,780 Est. Cost $39.43 Unrealized -6.0%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $0 Shares 1,588 Est. Cost $50.68 Unrealized
CUZ COUSINS PROPERTIES INCORPORATED 0.0%
Value ($000) $0 Shares 2,980 Est. Cost $37.58 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $183.53 Unrealized +9.3%
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $0 Shares 429 Est. Cost $151.43 Unrealized
DIS WALT DISNEY CO CORP 0.0%
Value ($000) $0 Shares 846 Est. Cost $103.34 Unrealized -9.6%
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.0%
Value ($000) $0 Shares 800 Est. Cost $49.92 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $0 Shares 4,295 Est. Cost $7.75 Unrealized +70.2%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $0 Shares 1,440 Est. Cost $48.25 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 450 Est. Cost $191.41 Unrealized -26.4%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $0 Shares 819 Est. Cost $89.48 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $0 Shares 1,035 Est. Cost $29.05 Unrealized +98.6%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $0 Shares 450 Est. Cost $152.05 Unrealized -1.3%
MMM 3M CO 0.0%
Value ($000) $0 Shares 547 Est. Cost $109.55 Unrealized -17.2%
IWM ISHARES RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $0 Shares 378 Est. Cost $196.32 Unrealized
DMLP DORCHESTER MINERALS, LP 0.0%
Value ($000) $0 Shares 2,210 Est. Cost $18.55 Unrealized
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 1,563 Est. Cost $51.59 Unrealized
NEE NEXTERA ENERGY INC. COM 0.0%
Value ($000) $0 Shares 740 Est. Cost $61.94 Unrealized +19.2%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $0 Shares 356 Est. Cost $153.35 Unrealized
BP BP PLC 0.0%
Value ($000) $0 Shares 1,738 Est. Cost $29.62 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $0 Shares 715 Est. Cost $71.24 Unrealized +4.2%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $0 Shares 1,007 Est. Cost $80.44 Unrealized
TOTALENERGIES SE ADR 0.0%
Value ($000) $0 Shares 905 Est. Cost $47.91 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 1,120 Est. Cost $57.04 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 1,190 Est. Cost $25.40 Unrealized +37.9%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 627 Est. Cost $58.42 Unrealized +50.1%
DVY ISHARES SELECT DIVIDEND - ETF 0.0%
Value ($000) $0 Shares 447 Est. Cost $75.31 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 528 Est. Cost $74.52 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $0 Shares 450 Est. Cost $22.59 Unrealized +116.3%
PYPL PAYPAL HOLDINGS, INC 0.0%
Value ($000) $0 Shares 708 Est. Cost $202.94 Unrealized -60.7%
AZO AUTOZONE INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $575.93 Unrealized +319.6%
IJT ISHARES S&P SMALL CAP 600 GROWTH ETF 0.0%
Value ($000) $0 Shares 450 Est. Cost $145.56 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $55.38 Unrealized
ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME ETF 0.0%
Value ($000) $0 Shares 4,700 Est. Cost $12.55 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX ETF 0.0%
Value ($000) $0 Shares 320 Est. Cost $134.38 Unrealized
CL COLGATE PALMOLIVE 0.0%
Value ($000) $0 Shares 600 Est. Cost $73.06 Unrealized -4.6%
ASPN ASPEN AEROGELS INC CORP COMMON 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $24.30 Unrealized -53.0%
LQD ISHARES IBOXX INVESTMENT GRADE CRP BOND ETF 0.0%
Value ($000) $0 Shares 450 Est. Cost $120.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $16.29 Unrealized +83.4%
VTWO VANGUARD RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $0 Shares 633 Est. Cost $67.93 Unrealized
D DOMINION ENERGY, INC. 0.0%
Value ($000) $0 Shares 700 Est. Cost $51.07 Unrealized +5.1%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $0 Shares 315 Est. Cost $100.97 Unrealized +12.4%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $0 Shares 750 Est. Cost $94.36 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 376 Est. Cost $64.00 Unrealized +42.8%
FREYEUR FREYR BATTERY 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $6.89 Unrealized
INVESCO MUNICIPAL OPPORTUNITY TRUST 0.0%
Value ($000) $0 Shares 3,964 Est. Cost $11.35 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 220 Est. Cost $190.91 Unrealized
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $0 Shares 180 Est. Cost $197.24 Unrealized -5.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 150 Est. Cost $170.87 Unrealized +33.9%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $0 Shares 270 Est. Cost $118.52 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $194.45 Unrealized +56.7%
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 350 Est. Cost $157.16 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $156.26 Unrealized -2.8%
BROOKFIELD INFRASTRUCTURE CORP VOTING SHARES CLASS A 0.0%
Value ($000) $0 Shares 841 Est. Cost $45.17 Unrealized
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $52.78 Unrealized +143.4%
DRIL QUIP 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $37.50 Unrealized
PIMCO MUNICIPAL INCOME FUND II 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $11.43 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 686 Est. Cost $29.57 Unrealized
TRV TRAVELERS CO'S INC. 0.0%
Value ($000) $0 Shares 170 Est. Cost $152.19 Unrealized +11.3%
CWB SPDR SERIES TRUST BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $0 Shares 475 Est. Cost $77.09 Unrealized
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $0 Shares 650 Est. Cost $47.18 Unrealized -4.1%
ETN EATON CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $133.92 Unrealized +9.7%
CXT CRANE CO 0.0%
Value ($000) $0 Shares 301 Est. Cost $31.73 Unrealized +5.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 405 Est. Cost $81.11 Unrealized
FMC FMC CORP 0.0%
Value ($000) $0 Shares 240 Est. Cost $85.13 Unrealized +27.2%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 530 Est. Cost $0.06 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $179.54 Unrealized -21.0%
CCI CROWN CASTLE INTERNATIONAL CORP REIT 0.0%
Value ($000) $0 Shares 215 Est. Cost $124.06 Unrealized -8.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 414 Est. Cost $55.57 Unrealized
IWN ISHARES RUSSEL 2000 VALUE ETF 0.0%
Value ($000) $0 Shares 209 Est. Cost $162.68 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $0 Shares 275 Est. Cost $110.00 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 700 Est. Cost $29.85 Unrealized +10.5%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 Shares 100 Est. Cost $223.56 Unrealized +12.9%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $65.04 Unrealized -1.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $93.38 Unrealized +20.7%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 180 Est. Cost $94.28 Unrealized +51.0%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $0 Shares 195 Est. Cost $47.04 Unrealized +186.1%
NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND MNESOTA QLTY MNCPL INCM CF 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $14.14 Unrealized
KOF COCA-COLA FEMSA ADR 0.0%
Value ($000) $0 Shares 380 Est. Cost $44.74 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 267 Est. Cost $62.33 Unrealized +31.0%
VUSB VANGUARD ULTRA SHORT BOND ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $48.90 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 184 Est. Cost $49.75 Unrealized +144.1%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $291.94 Unrealized +9.6%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 340 Est. Cost $45.37 Unrealized +37.7%
PIMCO CORPORATE & INCOME STRATEGY FUND 0.0%
Value ($000) $0 Shares 2,037 Est. Cost $15.38 Unrealized
PAA PLAINS ALL AMERICAN LP 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $11.50 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 90 Est. Cost $108.23 Unrealized +110.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 300 Est. Cost $90.00 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 217 Est. Cost $101.38 Unrealized
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $0 Shares 150 Est. Cost $146.06 Unrealized -7.7%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $25.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $118.46 Unrealized -44.3%
VGSH VANGUARD SHORT-TERM TREASURY INDEX ETF 0.0%
Value ($000) $0 Shares 391 Est. Cost $0.06 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $0 Shares 345 Est. Cost $52.17 Unrealized
JOHN HANCOCK PREMIUM DIV FD 0.0%
Value ($000) $0 Shares 1,802 Est. Cost $16.38 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $0 Shares 190 Est. Cost $43.09 Unrealized +147.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $0 Shares 200 Est. Cost $125.00 Unrealized
EBAY EBAY, INC. 0.0%
Value ($000) $0 Shares 500 Est. Cost $57.72 Unrealized -32.5%
SCL STEPAN COMPANY 0.0%
Value ($000) $0 Shares 200 Est. Cost $104.05 Unrealized +0.8%
FMS FRESENIUS MEDICAL CARE AG & CO. ADR 0.0%
Value ($000) $0 Shares 1,290 Est. Cost $34.72 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $0 Shares 470 Est. Cost $53.19 Unrealized
TSLA TESLA, INC. 0.0%
Value ($000) $0 Shares 159 Est. Cost $253.01 Unrealized -25.2%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 35 Est. Cost $42.05 Unrealized +13.2%
IGIB ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 400 Est. Cost $55.00 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $0 Shares 120 Est. Cost $158.33 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $0 Shares 500 Est. Cost $62.79 Unrealized -15.5%
FDX FEDEX CORPORATION 0.0%
Value ($000) $0 Shares 110 Est. Cost $219.72 Unrealized -29.4%
EPD ENTERPRISE PRODUCTS PARTNERS, LP 0.0%
Value ($000) $0 Shares 772 Est. Cost $24.61 Unrealized
FTSL FIRST TRUST SENIOR LOAN ETF 0.0%
Value ($000) $0 Shares 421 Est. Cost $47.72 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $47.66 Unrealized +169.1%
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $15.11 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 471 Est. Cost $24.53 Unrealized +26.2%
KMI KINDER MORGAN INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $11.59 Unrealized +31.0%
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $0 Shares 450 Est. Cost $44.44 Unrealized
SLI STANDARD LITHIUM LTD CORP COMMON 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $5.75 Unrealized -32.7%
IART INTEGRA LIFESCIENCES HOLDINGS CORPORATION 0.0%
Value ($000) $0 Shares 300 Est. Cost $51.24 Unrealized -0.7%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 463 Est. Cost $31.55 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $0 Shares 994 Est. Cost $17.23 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX ETF 0.0%
Value ($000) $0 Shares 95 Est. Cost $252.63 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $0 Shares 130 Est. Cost $218.66 Unrealized -34.1%
BLACKROCK CREDIT ALLOCATION INCOME TRUST ETF 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $13.53 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $101.94 Unrealized -16.9%
WDFC WD-40 COMPANY 0.0%
Value ($000) $0 Shares 100 Est. Cost $199.68 Unrealized -20.9%
SHY ISHARES 1 TO 3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 185 Est. Cost $0.08 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost $365.90 Unrealized +28.1%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $75.68 Unrealized -34.4%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $136.88 Unrealized -70.2%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 121 Est. Cost $114.07 Unrealized 0.0%
HLN HALEON PLC ADS 0.0%
Value ($000) $0 Shares 1,960 Est. Cost $6.07 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $0 Shares 740 Est. Cost $27.03 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $39.78 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $0 Shares 104 Est. Cost $74.55 Unrealized +75.2%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $768.13 Unrealized
MFC MANULIFE FINANCIAL CORPORATION 0.0%
Value ($000) $0 Shares 765 Est. Cost $20.95 Unrealized -18.6%
DAL DELTA AIRLINES 0.0%
Value ($000) $0 Shares 435 Est. Cost $32.17 Unrealized +0.2%
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC 0.0%
Value ($000) $0 Shares 190 Est. Cost $117.12 Unrealized -44.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $43.30 Unrealized +163.4%
IEF ISHARES 7-10 YEAR TREASURY BOND - ETF 0.0%
Value ($000) $0 Shares 133 Est. Cost $0.10 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 156 Est. Cost $20.98 Unrealized +266.1%
ALV AUTOLIV INC 0.0%
Value ($000) $0 Shares 165 Est. Cost $60.21 Unrealized +22.8%
SWX SOUTHWEST GAS HOLDINGS INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $81.11 Unrealized -16.2%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.02 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $0 Shares 155 Est. Cost $96.77 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $76.41 Unrealized +5.9%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.02 Unrealized
AEE AMEREN CORPORATION 0.0%
Value ($000) $0 Shares 126 Est. Cost $57.26 Unrealized +33.0%
WEC WEC ENERGY GROUP INC NPV 0.0%
Value ($000) $0 Shares 112 Est. Cost $80.62 Unrealized +2.6%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $640.00 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $51.23 Unrealized +82.1%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $52.65 Unrealized +54.4%
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $0 Shares 825 Est. Cost $18.18 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $0 Shares 455 Est. Cost $13.59 Unrealized +10.4%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 320 Est. Cost $19.09 Unrealized +52.5%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $0 Shares 90 Est. Cost $133.33 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $26.20 Unrealized -23.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 100 Est. Cost $108.32 Unrealized -11.8%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $84.50 Unrealized -11.2%
NUVEEN AMT-FREE MUNICIPAL VALUE ETF 0.0%
Value ($000) $0 Shares 650 Est. Cost $14.72 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $0 Shares 125 Est. Cost $92.19 Unrealized
ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $13.00 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $560.00 Unrealized
KEY KEYCORP 0.0%
Value ($000) $0 Shares 500 Est. Cost $15.91 Unrealized -7.1%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $0 Shares 300 Est. Cost $33.33 Unrealized
XMVTX BLACKROCK MUNIVEST FUND II INC CF 0.0%
Value ($000) $0 Shares 750 Est. Cost $13.33 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $47.48 Unrealized +47.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 200 Est. Cost $17.13 Unrealized +126.9%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $100.00 Unrealized
PARAMOUNT GLOBAL CLASS B 0.0%
Value ($000) $0 Shares 395 Est. Cost $25.32 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.07 Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $0 Shares 150 Est. Cost $53.33 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $0 Shares 57 Est. Cost $146.62 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $56.77 Unrealized -2.7%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $167.33 Unrealized 0.0%
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $0 Shares 144 Est. Cost $0.03 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $321.54 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $203.34 Unrealized -86.7%
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $0 Shares 151 Est. Cost $17.65 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $26.74 Unrealized +90.1%
COHEN & STEERS INFRASTRUCTURE FUND INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $30.00 Unrealized
DDD 3 D SYSTEMS CORPORATION 0.0%
Value ($000) $0 Shares 600 Est. Cost $17.76 Unrealized -50.6%
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $11.17 Unrealized +4.9%
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $18.00 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 104 Est. Cost $36.20 Unrealized
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $0 Shares 138 Est. Cost $26.31 Unrealized -9.3%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 110 Est. Cost $25.42 Unrealized +6.5%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $37.09 Unrealized 0.0%
CCL CARNIVAL CRUISE LINES 0.0%
Value ($000) $0 Shares 200 Est. Cost $8.62 Unrealized 0.0%
GERN GERON CORP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.34 Unrealized +67.2%
WBD WARNER BROS DISCOVERY SERIES A 0.0%
Value ($000) $0 Shares 259 Est. Cost $18.37 Unrealized -38.5%
VMWARE INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $0.12 Unrealized
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $11.76 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $8.64 Unrealized +4.8%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $108.37 Unrealized
DG DOLLAR GENERAL CORP NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $195.56 Unrealized +19.2%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $351.41 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 24 Est. Cost $29.51 Unrealized -25.6%
NOK NOKIA OYJ ADR 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
MIDWEST HOLDING INC. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
MOMENTUS INC CLASS A 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.00 Unrealized
NEOG NEOGEN CORP COMMON 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.14 Unrealized -29.3%
KELLOGG 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.02 Unrealized +29.6%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.64 Unrealized -13.6%
CASH PATHWARD FINANCIAL INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.90 Unrealized -3.1%