First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 10, 2023

Total Value ($000): $343 (100.0% shares, 0.0% debt)

Holdings (397)

VTI VANGUARD TOTAL STOCK MARKET ETF 7.3%
Value ($000) $25 Shares 122,677 Est. Cost $164.48 Unrealized
VTV VANGUARD VALUE ETF 5.0%
Value ($000) $17 Shares 125,092 Est. Cost $119.52 Unrealized
AAPL APPLE COMPUTER INC 4.6%
Value ($000) $16 Shares 94,976 Est. Cost $88.35 Unrealized +64.7%
PHDG INVESCO S&P 500 DOWNSIDE HEDGED ETF 4.2%
Value ($000) $14 Shares 434,413 Est. Cost $34.77 Unrealized
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $9 Shares 59,614 Est. Cost $61.15 Unrealized +117.8%
MSFT MICROSOFT CORP 2.2%
Value ($000) $8 Shares 26,439 Est. Cost $108.64 Unrealized +129.6%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $7 Shares 47,696 Est. Cost $82.02 Unrealized +80.3%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2.1%
Value ($000) $7 Shares 116,923 Est. Cost $56.53 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 2.0%
Value ($000) $7 Shares 17,365 Est. Cost $261.57 Unrealized
UNP UNION PACIFIC CORP 1.9%
Value ($000) $7 Shares 33,171 Est. Cost $75.64 Unrealized +150.4%
SO SOUTHERN CO 1.9%
Value ($000) $7 Shares 95,160 Est. Cost $30.19 Unrealized +100.9%
DUK DUKE ENERGY CORP 1.9%
Value ($000) $7 Shares 68,397 Est. Cost $47.93 Unrealized +83.9%
NWE NORTHWESTERN CORP 1.9%
Value ($000) $6 Shares 111,407 Est. Cost $36.76 Unrealized +34.9%
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.7%
Value ($000) $6 Shares 109,634 Est. Cost $44.62 Unrealized
XEL XCEL ENERGY INC 1.6%
Value ($000) $6 Shares 82,964 Est. Cost $28.39 Unrealized +114.7%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.6%
Value ($000) $6 Shares 52,663 Est. Cost $56.70 Unrealized
MA MASTERCARD INC CL A 1.5%
Value ($000) $5 Shares 14,587 Est. Cost $116.67 Unrealized +206.4%
VB VANGUARD SMALL-CAP ETF 1.5%
Value ($000) $5 Shares 27,589 Est. Cost $170.96 Unrealized
VHT VANGUARD HEALTH CARE ETF 1.5%
Value ($000) $5 Shares 21,846 Est. Cost $185.16 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $5 Shares 27,987 Est. Cost $77.70 Unrealized +104.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $5 Shares 16,029 Est. Cost $165.51 Unrealized +86.2%
MCD MCDONALD'S CORP 1.4%
Value ($000) $5 Shares 17,495 Est. Cost $98.75 Unrealized +153.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.3%
Value ($000) $5 Shares 100,078 Est. Cost $37.06 Unrealized
VO VANGUARD MID-CAP ETF 1.3%
Value ($000) $4 Shares 21,178 Est. Cost $158.06 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 1.2%
Value ($000) $4 Shares 104,929 Est. Cost $26.23 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 1.2%
Value ($000) $4 Shares 63,440 Est. Cost $29.73 Unrealized +84.6%
PGX INVESCO PREFERRED ETF 1.1%
Value ($000) $4 Shares 320,235 Est. Cost $14.43 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $4 Shares 89,466 Est. Cost $21.76 Unrealized +68.0%
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 1.1%
Value ($000) $4 Shares 43,425 Est. Cost $81.02 Unrealized
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 1.0%
Value ($000) $4 Shares 140,322 Est. Cost $32.75 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $3 Shares 35,615 Est. Cost $54.61 Unrealized +69.0%
KO COCA-COLA CO 0.9%
Value ($000) $3 Shares 51,092 Est. Cost $35.93 Unrealized +54.2%
ADP AUTOMATIC DATA PROCESSING INC 0.9%
Value ($000) $3 Shares 14,025 Est. Cost $78.42 Unrealized +169.7%
MRK MERCK & CO INC 0.9%
Value ($000) $3 Shares 29,127 Est. Cost $42.30 Unrealized +133.3%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.9%
Value ($000) $3 Shares 67,185 Est. Cost $39.27 Unrealized
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $3 Shares 34,101 Est. Cost $44.19 Unrealized +86.9%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $3 Shares 41,229 Est. Cost $35.89 Unrealized +70.3%
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $3 Shares 7,000 Est. Cost $377.75 Unrealized
JPM J.P.MORGAN CHASE & CO 0.8%
Value ($000) $3 Shares 20,746 Est. Cost $57.51 Unrealized +122.9%
USB US BANCORP 0.8%
Value ($000) $3 Shares 73,375 Est. Cost $36.24 Unrealized +6.6%
CSX CSX CORP 0.8%
Value ($000) $3 Shares 86,942 Est. Cost $24.63 Unrealized +19.6%
AMGN AMGEN INC 0.7%
Value ($000) $2 Shares 10,291 Est. Cost $135.44 Unrealized +65.4%
EVRG EVERGY INC 0.7%
Value ($000) $2 Shares 38,045 Est. Cost $40.19 Unrealized +33.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $2 Shares 53,147 Est. Cost $33.24 Unrealized
NXTG FIRST TRUST INDXX NEXT G ETF 0.6%
Value ($000) $2 Shares 30,481 Est. Cost $59.72 Unrealized
ES EVERSOURCE ENERGY NPV 0.6%
Value ($000) $2 Shares 25,259 Est. Cost $37.83 Unrealized +83.3%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.6%
Value ($000) $2 Shares 12,669 Est. Cost $71.69 Unrealized
WM WASTE MANAGEMENT INC 0.6%
Value ($000) $2 Shares 11,750 Est. Cost $44.64 Unrealized +227.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.6%
Value ($000) $2 Shares 25,845 Est. Cost $80.59 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $2 Shares 12,530 Est. Cost $122.10 Unrealized
BKH BLACK HILLS CORP 0.5%
Value ($000) $2 Shares 28,021 Est. Cost $34.42 Unrealized +67.0%
VOO VANGUARD 500 INDEX FUND ETF 0.5%
Value ($000) $2 Shares 4,611 Est. Cost $253.09 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $2 Shares 10,047 Est. Cost $69.54 Unrealized +98.6%
VUG VANGUARD GROWTH INDEX ETF 0.5%
Value ($000) $2 Shares 6,304 Est. Cost $264.67 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1 Shares 10,167 Est. Cost $21.45 Unrealized +113.5%
AMZN AMAZON.COM INC 0.4%
Value ($000) $1 Shares 13,893 Est. Cost $116.66 Unrealized -17.2%
CVS CVS/CAREMARK CORPORATION 0.4%
Value ($000) $1 Shares 18,822 Est. Cost $59.02 Unrealized +27.4%
BRK/A BERKSHIRE HATHAWAY INC 0.4%
Value ($000) $1 Shares 3 Est. Cost $262373.40 Unrealized +77.9%
MDU MDU RESOURCES GROUP 0.4%
Value ($000) $1 Shares 43,540 Est. Cost $5.83 Unrealized +83.6%
BSV VANGUARD SHORT-TERM BOND ETF 0.4%
Value ($000) $1 Shares 16,489 Est. Cost $81.06 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $1 Shares 12,300 Est. Cost $103.52 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.4%
Value ($000) $1 Shares 25,771 Est. Cost $49.89 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1 Shares 7,334 Est. Cost $78.01 Unrealized +90.3%
USFR WISDOMTREE FLOATING RATE FUND 0.3%
Value ($000) $1 Shares 23,684 Est. Cost $0.05 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $1 Shares 57,209 Est. Cost $16.93 Unrealized
JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $1 Shares 20,498 Est. Cost $58.52 Unrealized
LAMR LAMAR ADVERTISING CO CLASS A 0.3%
Value ($000) $1 Shares 11,093 Est. Cost $72.06 Unrealized
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1 Shares 3,454 Est. Cost $294.81 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $1 Shares 10,595 Est. Cost $51.63 Unrealized +88.0%
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1 Shares 10,444 Est. Cost $40.20 Unrealized +148.7%
AMLP ALERIAN MLP-ETF 0.3%
Value ($000) $1 Shares 27,222 Est. Cost $24.68 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1 Shares 8,144 Est. Cost $55.08 Unrealized +111.4%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1 Shares 14,453 Est. Cost $47.52 Unrealized +29.4%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $1 Shares 13,623 Est. Cost $62.93 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1 Shares 11,778 Est. Cost $54.19 Unrealized +37.8%
INTC INTEL CORP 0.3%
Value ($000) $1 Shares 29,194 Est. Cost $32.29 Unrealized -14.8%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1 Shares 2,013 Est. Cost $283.07 Unrealized +53.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $1 Shares 2,800 Est. Cost $275.48 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1 Shares 17,640 Est. Cost $33.31 Unrealized +34.6%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1 Shares 23,651 Est. Cost $32.31 Unrealized +1.2%
VFH VANGUARD FINANCIALS ETF 0.3%
Value ($000) $1 Shares 11,257 Est. Cost $74.25 Unrealized
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 29,762 Est. Cost $27.34 Unrealized +11.8%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $1 Shares 5,607 Est. Cost $124.83 Unrealized
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 18,463 Est. Cost $24.37 Unrealized +33.1%
SYY SYSCO CORP 0.2%
Value ($000) $1 Shares 8,917 Est. Cost $38.03 Unrealized +85.9%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.2%
Value ($000) $1 Shares 7,250 Est. Cost $57.76 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.2%
Value ($000) $1 Shares 6,407 Est. Cost $56.26 Unrealized
PAYX PAYCHEX INC COM 0.2%
Value ($000) $1 Shares 4,937 Est. Cost $42.30 Unrealized +146.5%
NVDA NVIDIA CORP 0.2%
Value ($000) $1 Shares 1,992 Est. Cost $16.54 Unrealized +30.7%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $1 Shares 1,343 Est. Cost $187.79 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1 Shares 5,015 Est. Cost $48.89 Unrealized +104.9%
C CITIGROUP INC 0.2%
Value ($000) $1 Shares 11,627 Est. Cost $40.94 Unrealized +8.2%
BX BLACKSTONE INC 0.2%
Value ($000) $1 Shares 6,000 Est. Cost $39.22 Unrealized +106.9%
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $1 Shares 2,454 Est. Cost $124.16 Unrealized +74.5%
V VISA INC CLASS A 0.1%
Value ($000) $0 Shares 2,162 Est. Cost $173.34 Unrealized +25.7%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $0 Shares 12,581 Est. Cost $36.61 Unrealized -6.6%
COF CAPITAL ONE FINANCIAL CORP 0.1%
Value ($000) $0 Shares 4,999 Est. Cost $70.89 Unrealized +40.6%
CME CME GROUP INC COM 0.1%
Value ($000) $0 Shares 2,484 Est. Cost $75.62 Unrealized +114.2%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $0 Shares 9,230 Est. Cost $52.80 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $0 Shares 816 Est. Cost $567.31 Unrealized -1.5%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $0 Shares 7,443 Est. Cost $25.29 Unrealized +133.9%
CLX CLOROX CO 0.1%
Value ($000) $0 Shares 2,802 Est. Cost $119.17 Unrealized +14.3%
TRI-CONTINENTAL CORPORATION ETF 0.1%
Value ($000) $0 Shares 16,574 Est. Cost $34.09 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $0 Shares 4,335 Est. Cost $47.56 Unrealized +38.6%
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $0 Shares 5,897 Est. Cost $55.97 Unrealized
BIZD VANECK VECTORS BDC INCOME ETF 0.1%
Value ($000) $0 Shares 27,585 Est. Cost $14.78 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $0 Shares 4,709 Est. Cost $64.98 Unrealized +14.7%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $0 Shares 1,511 Est. Cost $226.32 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $0 Shares 1,978 Est. Cost $142.75 Unrealized +23.8%
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $0 Shares 1,936 Est. Cost $97.27 Unrealized
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $0 Shares 9,815 Est. Cost $40.89 Unrealized -1.0%
XLV SPDR HEALTH CARE SELECT SECTOR ETF 0.1%
Value ($000) $0 Shares 2,814 Est. Cost $119.68 Unrealized
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $0 Shares 1,501 Est. Cost $101.54 Unrealized +124.5%
SAB BIOTHERAPEUTICS INC 0.1%
Value ($000) $0 Shares 807,535 Est. Cost $1.31 Unrealized
DAKT DAKTRONICS INC 0.1%
Value ($000) $0 Shares 60,117 Est. Cost $6.14 Unrealized -33.5%
CCOR CORE ALTERNATIVE ETF 0.1%
Value ($000) $0 Shares 11,060 Est. Cost $11.23 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $0 Shares 4,000 Est. Cost $19.56 Unrealized +288.4%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $0 Shares 1,734 Est. Cost $173.03 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND ETF 0.1%
Value ($000) $0 Shares 6,112 Est. Cost $69.08 Unrealized
WY WEYERHAEUSER CO. 0.1%
Value ($000) $0 Shares 10,383 Est. Cost $22.58 Unrealized +26.7%
IAU ISHARES GOLD TRUST ETF 0.1%
Value ($000) $0 Shares 8,100 Est. Cost $34.32 Unrealized
BA BOEING CO 0.1%
Value ($000) $0 Shares 1,411 Est. Cost $159.02 Unrealized +30.7%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $0 Shares 2,011 Est. Cost $141.03 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $0 Shares 991 Est. Cost $239.17 Unrealized +19.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $0 Shares 8,953 Est. Cost $25.71 Unrealized
DNP SELECT INCOME FUND INC 0.1%
Value ($000) $0 Shares 25,298 Est. Cost $10.51 Unrealized
ALRS ALERUS FINANCIAL CORP 0.1%
Value ($000) $0 Shares 17,036 Est. Cost $16.34 Unrealized +7.9%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY INDEX ETF 0.1%
Value ($000) $0 Shares 4,528 Est. Cost $0.06 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $0 Shares 3,765 Est. Cost $25.08 Unrealized +14.3%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $0 Shares 1,764 Est. Cost $118.24 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value ($000) $0 Shares 2,331 Est. Cost $92.23 Unrealized
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 7,068 Est. Cost $23.49 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value ($000) $0 Shares 2,423 Est. Cost $83.13 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $0 Shares 1,243 Est. Cost $88.96 Unrealized +77.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $0 Shares 2,903 Est. Cost $9.37 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $0 Shares 1,009 Est. Cost $178.63 Unrealized +29.1%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $0 Shares 3,873 Est. Cost $26.10 Unrealized
BUD ANHEUSER BUSCH 0.1%
Value ($000) $0 Shares 3,200 Est. Cost $58.50 Unrealized
META META PLATFORMS CLASS A 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $189.49 Unrealized -10.8%
NKE NIKE INC 0.1%
Value ($000) $0 Shares 1,690 Est. Cost $117.59 Unrealized -0.8%
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.1%
Value ($000) $0 Shares 1,547 Est. Cost $104.32 Unrealized +15.7%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.1%
Value ($000) $0 Shares 4,181 Est. Cost $44.01 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $0 Shares 799 Est. Cost $153.65 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $0 Shares 800 Est. Cost $100.52 Unrealized +116.5%
XLY SELECT SECTOR SPDR FUND CONSUMER DISCRETIONARY 0.1%
Value ($000) $0 Shares 1,304 Est. Cost $131.75 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.1%
Value ($000) $0 Shares 15,288 Est. Cost $11.74 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $0 Shares 537 Est. Cost $213.30 Unrealized +54.7%
FCX FREEPORT MCMORAN COPPER & GOLD INC 0.1%
Value ($000) $0 Shares 4,500 Est. Cost $9.79 Unrealized +308.6%
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $0 Shares 10,315 Est. Cost $32.19 Unrealized
DOW DOW, INC 0.1%
Value ($000) $0 Shares 3,303 Est. Cost $34.53 Unrealized +36.9%
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $0 Shares 941 Est. Cost $171.53 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF 0.1%
Value ($000) $0 Shares 7,949 Est. Cost $0.02 Unrealized
F FORD MOTOR CO 0.1%
Value ($000) $0 Shares 14,006 Est. Cost $10.49 Unrealized -2.8%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.1%
Value ($000) $0 Shares 2,980 Est. Cost $45.84 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $0 Shares 2,084 Est. Cost $68.75 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $0 Shares 1,840 Est. Cost $81.76 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $0 Shares 2,024 Est. Cost $59.10 Unrealized +39.9%
CMP COMPASS MINERALS INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 4,528 Est. Cost $43.69 Unrealized -10.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $0 Shares 633 Est. Cost $217.73 Unrealized
T AT&T INC. 0.0%
Value ($000) $0 Shares 7,643 Est. Cost $15.00 Unrealized +9.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 1,472 Est. Cost $38.63 Unrealized +157.6%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND ETF 0.0%
Value ($000) $0 Shares 2,367 Est. Cost $0.06 Unrealized
IEFA ISHARE CORE MSCI EAFE ETF 0.0%
Value ($000) $0 Shares 2,161 Est. Cost $51.48 Unrealized
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
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 1,855 Est. Cost $47.90 Unrealized +49.3%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 550 Est. Cost $220.31 Unrealized +5.4%
LQD ISHARES IBOXX INVESTMENT GRADE CRP BOND ETF 0.0%
Value ($000) $0 Shares 1,229 Est. Cost $44.01 Unrealized
COPX GLOBAL X FUNDS GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $11.71 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING ETF 0.0%
Value ($000) $0 Shares 4,473 Est. Cost $53.79 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $0 Shares 1,437 Est. Cost $56.28 Unrealized +50.7%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 981 Est. Cost $107.31 Unrealized
IVW ISHARES S & P 500 GROWTH ETF 0.0%
Value ($000) $0 Shares 2,008 Est. Cost $0.06 Unrealized
AVUV AVANTIS US SMALL CAP VALUE ETF 0.0%
Value ($000) $0 Shares 1,707 Est. Cost $0.07 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $0 Shares 817 Est. Cost $0.15 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $0 Shares 615 Est. Cost $146.08 Unrealized +31.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 1,639 Est. Cost $62.17 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $0 Shares 1,155 Est. Cost $109.81 Unrealized -12.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $0 Shares 247 Est. Cost $367.41 Unrealized +24.5%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $0 Shares 6,038 Est. Cost $42.05 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $0 Shares 1,120 Est. Cost $107.70 Unrealized -11.6%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $0 Shares 834 Est. Cost $95.92 Unrealized
GNMA ISHARES GNMA BOND ETF 0.0%
Value ($000) $0 Shares 2,592 Est. Cost $0.04 Unrealized
FISV FISERV INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $102.02 Unrealized +7.8%
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $0 Shares 6,120 Est. Cost $25.64 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $0 Shares 2,633 Est. Cost $0.04 Unrealized
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $0 Shares 3,160 Est. Cost $38.50 Unrealized -3.1%
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 984 Est. Cost $55.97 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $0 Shares 1,051 Est. Cost $8.92 Unrealized
DIS WALT DISNEY CO CORP 0.0%
Value ($000) $0 Shares 1,027 Est. Cost $102.49 Unrealized -3.9%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $0 Shares 2,510 Est. Cost $24.51 Unrealized +46.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $0 Shares 2,159 Est. Cost $34.46 Unrealized +29.9%
TEX TEREX CORPORATION 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $48.57 Unrealized +5.3%
GOVT ISHARES CORE US TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 4,045 Est. Cost $26.32 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,139 Est. Cost $71.08 Unrealized 0.0%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $0 Shares 1,462 Est. Cost $71.43 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $50.08 Unrealized -26.8%
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $0 Shares 815 Est. Cost $97.10 Unrealized +13.8%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $65.18 Unrealized +16.6%
APA APA CORPORATION 0.0%
Value ($000) $0 Shares 2,457 Est. Cost $17.55 Unrealized +105.8%
SHOCKWAVE MEDICAL INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $45.00 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $14.13 Unrealized
GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $0 Shares 1,562 Est. Cost $0.05 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $183.53 Unrealized +12.2%
XLB MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $74.00 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND ETF 0.0%
Value ($000) $0 Shares 2,149 Est. Cost $0.04 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $0 Shares 1,883 Est. Cost $21.39 Unrealized +74.8%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $0 Shares 819 Est. Cost $89.48 Unrealized
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $0 Shares 858 Est. Cost $75.76 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $0 Shares 822 Est. Cost $0.09 Unrealized
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
BP BP PLC 0.0%
Value ($000) $0 Shares 1,738 Est. Cost $29.62 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $0 Shares 4,295 Est. Cost $7.75 Unrealized +91.4%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $0 Shares 1,022 Est. Cost $79.26 Unrealized
CUZ COUSINS PROPERTIES INCORPORATED 0.0%
Value ($000) $0 Shares 2,980 Est. Cost $37.58 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $0 Shares 356 Est. Cost $153.35 Unrealized
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 1,563 Est. Cost $51.59 Unrealized
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $0 Shares 1,088 Est. Cost $0.06 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $0 Shares 1,035 Est. Cost $29.05 Unrealized +109.0%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 365 Est. Cost $191.41 Unrealized -22.4%
NEE NEXTERA ENERGY INC. COM 0.0%
Value ($000) $0 Shares 740 Est. Cost $61.94 Unrealized +14.1%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $0 Shares 2,426 Est. Cost $0.02 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $0 Shares 33 Est. Cost $16.29 Unrealized +92.8%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $0 Shares 450 Est. Cost $152.05 Unrealized -14.0%
TOTALENERGIES SE ADR 0.0%
Value ($000) $0 Shares 905 Est. Cost $47.91 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $0 Shares 1,190 Est. Cost $25.40 Unrealized +42.9%
DVY ISHARES SELECT DIVIDEND - ETF 0.0%
Value ($000) $0 Shares 447 Est. Cost $75.31 Unrealized
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $0 Shares 1,440 Est. Cost $48.25 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $0 Shares 528 Est. Cost $74.52 Unrealized
ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME ETF 0.0%
Value ($000) $0 Shares 4,700 Est. Cost $12.55 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 1,300 Est. Cost $55.38 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX ETF 0.0%
Value ($000) $0 Shares 320 Est. Cost $134.38 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $575.93 Unrealized +323.5%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 627 Est. Cost $58.42 Unrealized +35.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 920 Est. Cost $57.04 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $0 Shares 450 Est. Cost $22.59 Unrealized +111.4%
MMM 3M CO 0.0%
Value ($000) $0 Shares 450 Est. Cost $109.55 Unrealized -22.5%
VTWO VANGUARD RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $0 Shares 633 Est. Cost $67.93 Unrealized
PBE INVESCO DYNAMIC BIOTECH & GENOME ETF 0.0%
Value ($000) $0 Shares 670 Est. Cost $0.06 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $0 Shares 100 Est. Cost $342.83 Unrealized +15.8%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $0 Shares 750 Est. Cost $94.36 Unrealized
FREYEUR FREYR BATTERY 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $6.89 Unrealized
BROOKFIELD INFRASTRUCTURE CORP VOTING SHARES CLASS A 0.0%
Value ($000) $0 Shares 841 Est. Cost $45.17 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $194.45 Unrealized +54.2%
PYPL PAYPAL HOLDINGS, INC 0.0%
Value ($000) $0 Shares 508 Est. Cost $202.94 Unrealized -62.1%
INVESCO MUNICIPAL OPPORTUNITY TRUST 0.0%
Value ($000) $0 Shares 3,964 Est. Cost $11.35 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 625 Est. Cost $0.06 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $0 Shares 270 Est. Cost $118.52 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 376 Est. Cost $64.00 Unrealized +43.2%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $0 Shares 315 Est. Cost $100.97 Unrealized +25.9%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $0 Shares 715 Est. Cost $71.24 Unrealized -1.4%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $156.26 Unrealized +3.3%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $0 Shares 180 Est. Cost $197.24 Unrealized -3.9%
IJS ISHARES S&P SMALL CAP 600 VALUE ETF 0.0%
Value ($000) $0 Shares 370 Est. Cost $0.09 Unrealized
TSLA TESLA, INC. 0.0%
Value ($000) $0 Shares 169 Est. Cost $248.36 Unrealized -29.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $118.46 Unrealized -31.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $0 Shares 702 Est. Cost $28.90 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 150 Est. Cost $170.87 Unrealized +27.4%
CXT CRANE NXT, CO 0.0%
Value ($000) $0 Shares 301 Est. Cost $31.73 Unrealized +20.6%
DRIL QUIP 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $37.50 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $65.04 Unrealized +14.2%
ETN EATON CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $133.92 Unrealized +19.6%
ECL ECOLAB INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $179.54 Unrealized -15.9%
PIMCO MUNICIPAL INCOME FUND II 0.0%
Value ($000) $0 Shares 3,500 Est. Cost $11.43 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND ETF 0.0%
Value ($000) $0 Shares 542 Est. Cost $0.06 Unrealized
CWB SPDR SERIES TRUST BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $0 Shares 475 Est. Cost $77.09 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $0 Shares 405 Est. Cost $81.11 Unrealized
KOF COCA-COLA FEMSA ADR 0.0%
Value ($000) $0 Shares 380 Est. Cost $44.74 Unrealized
CL COLGATE PALMOLIVE 0.0%
Value ($000) $0 Shares 400 Est. Cost $73.06 Unrealized -4.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $0 Shares 275 Est. Cost $110.00 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $0 Shares 180 Est. Cost $94.28 Unrealized +69.7%
ASPN ASPEN AEROGELS INC CORP COMMON 0.0%
Value ($000) $0 Shares 4,000 Est. Cost $24.30 Unrealized -59.1%
CCI CROWN CASTLE INTERNATIONAL CORP REIT 0.0%
Value ($000) $0 Shares 215 Est. Cost $124.06 Unrealized -5.3%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $291.94 Unrealized +21.7%
FMC FMC CORP 0.0%
Value ($000) $0 Shares 240 Est. Cost $85.13 Unrealized +31.2%
TRV TRAVELERS CO'S INC. 0.0%
Value ($000) $0 Shares 170 Est. Cost $152.19 Unrealized +13.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US 0.0%
Value ($000) $0 Shares 909 Est. Cost $0.03 Unrealized
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $0 Shares 195 Est. Cost $47.04 Unrealized +189.7%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $0 Shares 650 Est. Cost $47.18 Unrealized -4.4%
IWN ISHARES RUSSEL 2000 VALUE ETF 0.0%
Value ($000) $0 Shares 209 Est. Cost $162.68 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $0 Shares 407 Est. Cost $55.57 Unrealized
NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND MNESOTA QLTY MNCPL INCM CF 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $14.14 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO. ADR 0.0%
Value ($000) $0 Shares 1,290 Est. Cost $34.72 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 150 Est. Cost $190.91 Unrealized
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $0 Shares 250 Est. Cost $52.78 Unrealized +114.6%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $0 Shares 190 Est. Cost $43.09 Unrealized +172.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 267 Est. Cost $62.33 Unrealized +36.0%
FIBK FIRST INTERSTATE BANCSYSTEM INC CLASS A 0.0%
Value ($000) $0 Shares 842 Est. Cost $28.73 Unrealized 0.0%
PAA PLAINS ALL AMERICAN LP 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $11.50 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $0 Shares 110 Est. Cost $219.72 Unrealized -13.2%
VUSB VANGUARD ULTRA SHORT BOND ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $48.90 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $25.00 Unrealized
SLI STANDARD LITHIUM LTD CORP COMMON 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $5.75 Unrealized -32.2%
VGSH VANGUARD SHORT-TERM TREASURY INDEX ETF 0.0%
Value ($000) $0 Shares 391 Est. Cost $0.06 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $0 Shares 500 Est. Cost $62.79 Unrealized -22.7%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $0 Shares 217 Est. Cost $101.38 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $0 Shares 345 Est. Cost $52.17 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $0 Shares 120 Est. Cost $158.33 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $0 Shares 470 Est. Cost $53.19 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 700 Est. Cost $29.85 Unrealized +16.1%
UTHR UNITED THERAPEUTICS CORP DEL 0.0%
Value ($000) $0 Shares 100 Est. Cost $223.56 Unrealized +10.3%
AFL AFLAC INC 0.0%
Value ($000) $0 Shares 340 Est. Cost $45.37 Unrealized +41.6%
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $0 Shares 150 Est. Cost $146.06 Unrealized -4.9%
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.0%
Value ($000) $0 Shares 296 Est. Cost $49.92 Unrealized
SCL STEPAN COMPANY 0.0%
Value ($000) $0 Shares 200 Est. Cost $104.05 Unrealized +0.9%
EPD ENTERPRISE PRODUCTS PARTNERS, LP 0.0%
Value ($000) $0 Shares 772 Est. Cost $24.61 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 300 Est. Cost $136.88 Unrealized -53.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $47.66 Unrealized +158.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $0 Shares 184 Est. Cost $49.75 Unrealized +137.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 150 Est. Cost $93.38 Unrealized +24.5%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $0 Shares 192 Est. Cost $0.10 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.08 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX ETF 0.0%
Value ($000) $0 Shares 95 Est. Cost $252.63 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $0 Shares 200 Est. Cost $101.94 Unrealized -14.7%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $0 Shares 463 Est. Cost $31.55 Unrealized
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $15.11 Unrealized
WDFC WD-40 COMPANY 0.0%
Value ($000) $0 Shares 100 Est. Cost $199.68 Unrealized -17.7%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $0 Shares 740 Est. Cost $27.03 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $11.59 Unrealized +31.5%
JOHN HANCOCK PREMIUM DIV FD 0.0%
Value ($000) $0 Shares 1,402 Est. Cost $16.38 Unrealized
IART INTEGRA LIFESCIENCES HOLDINGS CORPORATION 0.0%
Value ($000) $0 Shares 300 Est. Cost $51.24 Unrealized +10.0%
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $0 Shares 121 Est. Cost $114.07 Unrealized +7.8%
BLACKROCK CREDIT ALLOCATION INCOME TRUST ETF 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $13.53 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $0 Shares 32 Est. Cost $365.90 Unrealized +28.8%
NIO NIO INC SPON ADS 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $39.78 Unrealized
SHY ISHARES 1 TO 3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $0 Shares 185 Est. Cost $0.08 Unrealized
PIMCO CORPORATE & INCOME STRATEGY FUND 0.0%
Value ($000) $0 Shares 1,187 Est. Cost $15.38 Unrealized
ALV AUTOLIV INC 0.0%
Value ($000) $0 Shares 165 Est. Cost $60.21 Unrealized +36.4%
DAL DELTA AIRLINES 0.0%
Value ($000) $0 Shares 435 Est. Cost $32.17 Unrealized +12.2%
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 156 Est. Cost $20.98 Unrealized +304.3%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $0 Shares 104 Est. Cost $74.55 Unrealized +91.2%
IEF ISHARES 7-10 YEAR TREASURY BOND - ETF 0.0%
Value ($000) $0 Shares 133 Est. Cost $0.10 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $43.30 Unrealized +181.2%
KEY KEYCORP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $15.13 Unrealized -5.2%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $51.23 Unrealized +118.4%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.02 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.02 Unrealized
SWX SOUTHWEST GAS HOLDINGS INC CORP COMMON 0.0%
Value ($000) $0 Shares 200 Est. Cost $81.11 Unrealized -21.4%
AEE AMEREN CORPORATION 0.0%
Value ($000) $0 Shares 126 Est. Cost $57.26 Unrealized +36.3%
D DOMINION ENERGY, INC. 0.0%
Value ($000) $0 Shares 200 Est. Cost $51.07 Unrealized -1.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $0 Shares 25 Est. Cost $560.00 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 296 Est. Cost $24.53 Unrealized +30.2%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $76.41 Unrealized +7.4%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.02 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $52.65 Unrealized +65.2%
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC 0.0%
Value ($000) $0 Shares 190 Est. Cost $117.12 Unrealized -48.4%
THO THOR INDUSTRIES INC 0.0%
Value ($000) $0 Shares 125 Est. Cost $84.50 Unrealized -1.9%
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $0 Shares 825 Est. Cost $18.18 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 100 Est. Cost $108.32 Unrealized -7.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $26.20 Unrealized -20.8%
NUVEEN AMT-FREE MUNICIPAL VALUE ETF 0.0%
Value ($000) $0 Shares 650 Est. Cost $14.72 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $0 Shares 300 Est. Cost $33.33 Unrealized
PARAMOUNT GLOBAL CLASS B 0.0%
Value ($000) $0 Shares 395 Est. Cost $25.32 Unrealized
HLN HALEON PLC ADS 0.0%
Value ($000) $0 Shares 1,150 Est. Cost $6.07 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 200 Est. Cost $17.13 Unrealized +151.6%
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 +66.2%
ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $13.00 Unrealized
DDD 3 D SYSTEMS CORPORATION 0.0%
Value ($000) $0 Shares 600 Est. Cost $17.76 Unrealized -42.6%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $75.68 Unrealized -47.9%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $26.74 Unrealized +125.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $167.33 Unrealized -9.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $321.54 Unrealized +0.7%
COHEN & STEERS INFRASTRUCTURE FUND INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $30.00 Unrealized
PTLC PACER TRENDPILOT US LARGE CAP ETF 0.0%
Value ($000) $0 Shares 144 Est. Cost $0.03 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $203.34 Unrealized -86.8%
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $0 Shares 151 Est. Cost $17.65 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $0 Shares 44 Est. Cost $100.00 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $0 Shares 75 Est. Cost $0.05 Unrealized
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $0 Shares 138 Est. Cost $26.31 Unrealized -8.0%
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $0 Shares 104 Est. Cost $0.03 Unrealized
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $0 Shares 104 Est. Cost $36.20 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 110 Est. Cost $25.42 Unrealized -0.3%
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $11.17 Unrealized +20.1%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $37.09 Unrealized +2.7%
CCL CARNIVAL CRUISE LINES 0.0%
Value ($000) $0 Shares 200 Est. Cost $8.62 Unrealized +20.2%
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $0 Shares 500 Est. Cost $18.00 Unrealized
VMWARE INC 0.0%
Value ($000) $0 Shares 17 Est. Cost $0.12 Unrealized
GERN GERON CORP 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $1.34 Unrealized +112.0%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $0 Shares 14 Est. Cost $108.37 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $8.64 Unrealized +12.2%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $351.41 Unrealized +6.3%
LUCID GROUP INC 0.0%
Value ($000) $0 Shares 85 Est. Cost $11.76 Unrealized
DG DOLLAR GENERAL CORP NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $195.56 Unrealized +8.5%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $0 Shares 20 Est. Cost $53.33 Unrealized
NEOG NEOGEN CORP COMMON 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.14 Unrealized -6.7%
NOK NOKIA OYJ ADR 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
CASH PATHWARD FINANCIAL INC. 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.90 Unrealized +11.3%
MOMENTUS INC CLASS A 0.0%
Value ($000) $0 Shares 500 Est. Cost $2.00 Unrealized
KELLOGG 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.02 Unrealized +21.7%
KD KYNDRYL HOLDINGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $11.64 Unrealized +21.9%
MIDWEST HOLDING INC. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
WBD WARNER BROS DISCOVERY SERIES A 0.0%
Value ($000) $0 Shares 18 Est. Cost $18.37 Unrealized -22.5%