Institute for Wealth Management, LLC. Diversified Active

CIK: 0001533954 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 23, 2025

Total Value ($000): $798,321 (100.0% shares, 0.0% debt)

Holdings (507)

NVDA NVIDIA CORPORATION 13.4%
Value ($000) $107,073 Shares 797,325 Est. Cost $92.64 Unrealized +48.7%
AAPL APPLE INC 4.0%
Value ($000) $31,746 Shares 126,770 Est. Cost $93.56 Unrealized +150.7%
MSFT MICROSOFT CORP 2.7%
Value ($000) $21,227 Shares 50,361 Est. Cost $138.24 Unrealized +205.5%
AMZN AMAZON COM INC 2.5%
Value ($000) $20,039 Shares 91,341 Est. Cost $122.78 Unrealized +66.6%
AXON AXON ENTERPRISE INC 1.5%
Value ($000) $12,306 Shares 20,706 Est. Cost $25.21 Unrealized +2057.4%
META META PLATFORMS INC 1.5%
Value ($000) $11,851 Shares 20,241 Est. Cost $167.48 Unrealized +249.1%
TSLA TESLA INC 1.4%
Value ($000) $10,970 Shares 27,164 Est. Cost $210.46 Unrealized +52.9%
GOOGL ALPHABET INC 1.4%
Value ($000) $10,965 Shares 57,926 Est. Cost $106.01 Unrealized +64.3%
QQQ INVESCO QQQ TR 1.3%
Value ($000) $10,484 Shares 20,508 Est. Cost $317.86 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $9,793 Shares 16,709 Est. Cost $536.62 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $8,822 Shares 9,628 Est. Cost $237.07 Unrealized +289.2%
ADBE ADOBE INC 1.0%
Value ($000) $7,957 Shares 17,894 Est. Cost $154.74 Unrealized +220.0%
SBUX STARBUCKS CORP 0.9%
Value ($000) $7,157 Shares 78,435 Est. Cost $60.56 Unrealized +55.1%
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $6,788 Shares 243,556 Est. Cost $40.66 Unrealized
SPYX SPDR SER TR 0.8%
Value ($000) $6,653 Shares 138,175 Est. Cost $49.59 Unrealized
ESGU ISHARES TR 0.8%
Value ($000) $6,530 Shares 50,689 Est. Cost $90.70 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $6,003 Shares 48,595 Est. Cost $45.15 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $5,936 Shares 10,366 Est. Cost $206.10 Unrealized +164.4%
AVGO BROADCOM INC 0.7%
Value ($000) $5,584 Shares 24,084 Est. Cost $144.92 Unrealized +26.2%
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $5,562 Shares 42,215 Est. Cost $79.75 Unrealized
TXN TEXAS INSTRS INC 0.7%
Value ($000) $5,554 Shares 29,622 Est. Cost $88.61 Unrealized +118.0%
FTNT FORTINET INC 0.7%
Value ($000) $5,431 Shares 57,483 Est. Cost $51.90 Unrealized +71.4%
URI UNITED RENTALS INC 0.7%
Value ($000) $5,415 Shares 7,688 Est. Cost $132.35 Unrealized +508.2%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $5,323 Shares 110,130 Est. Cost $28.43 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $5,257 Shares 47,209 Est. Cost $108.61 Unrealized -4.7%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $5,080 Shares 9,648 Est. Cost $231.89 Unrealized +122.0%
PDP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $5,015 Shares 46,602 Est. Cost $48.47 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $4,926 Shares 6,380 Est. Cost $149.13 Unrealized +450.6%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,887 Shares 21,020 Est. Cost $64.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $4,748 Shares 10,475 Est. Cost $243.97 Unrealized +89.3%
SMH VANECK ETF TRUST 0.6%
Value ($000) $4,437 Shares 18,323 Est. Cost $165.75 Unrealized
V VISA INC 0.5%
Value ($000) $4,385 Shares 13,874 Est. Cost $120.50 Unrealized +147.6%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $4,319 Shares 10,523 Est. Cost $170.71 Unrealized
SHV ISHARES TR 0.5%
Value ($000) $4,137 Shares 37,574 Est. Cost $110.42 Unrealized
RXRX RECURSION PHARMACEUTICALS IN 0.5%
Value ($000) $3,928 Shares 580,997 Est. Cost $6.72 Unrealized 0.0%
XLG INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $3,924 Shares 78,536 Est. Cost $48.73 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $3,825 Shares 15,957 Est. Cost $101.38 Unrealized +124.9%
NFLX NETFLIX INC 0.5%
Value ($000) $3,812 Shares 4,277 Est. Cost $32.82 Unrealized +150.8%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $3,761 Shares 31,134 Est. Cost $93.26 Unrealized +54.3%
QUAL ISHARES TR 0.4%
Value ($000) $3,542 Shares 19,890 Est. Cost $99.57 Unrealized
BAC BANK AMERICA CORP 0.4%
Value ($000) $3,502 Shares 79,689 Est. Cost $21.35 Unrealized +100.6%
CRM SALESFORCE INC 0.4%
Value ($000) $3,474 Shares 10,391 Est. Cost $177.66 Unrealized +78.3%
ABBV ABBVIE INC 0.4%
Value ($000) $3,465 Shares 19,500 Est. Cost $60.46 Unrealized +193.4%
BA BOEING CO 0.4%
Value ($000) $3,377 Shares 19,077 Est. Cost $186.55 Unrealized -15.9%
ORCL ORACLE CORP 0.4%
Value ($000) $3,341 Shares 20,051 Est. Cost $61.01 Unrealized +188.2%
DSI ISHARES TR 0.4%
Value ($000) $3,311 Shares 30,032 Est. Cost $90.85 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $3,309 Shares 38,776 Est. Cost $56.84 Unrealized +47.6%
HIG HARTFORD FINL SVCS GROUP INC 0.4%
Value ($000) $3,276 Shares 29,941 Est. Cost $42.55 Unrealized +167.2%
GOOG ALPHABET INC 0.4%
Value ($000) $3,272 Shares 17,179 Est. Cost $108.98 Unrealized +61.2%
PWB INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $3,244 Shares 31,882 Est. Cost $41.46 Unrealized
VKTX VIKING THERAPEUTICS INC 0.4%
Value ($000) $3,243 Shares 80,602 Est. Cost $54.28 Unrealized +5.0%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $3,229 Shares 19,856 Est. Cost $41.98 Unrealized +326.8%
AMGN AMGEN INC 0.4%
Value ($000) $3,205 Shares 12,297 Est. Cost $143.08 Unrealized +99.9%
IWV ISHARES TR 0.4%
Value ($000) $3,130 Shares 9,363 Est. Cost $199.63 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $3,114 Shares 11,069 Est. Cost $161.06 Unrealized +68.7%
VTWV VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $3,086 Shares 21,340 Est. Cost $130.59 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $2,840 Shares 16,473 Est. Cost $42.78 Unrealized +294.5%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $2,819 Shares 15,491 Est. Cost $130.48 Unrealized +44.8%
ARES ARES MANAGEMENT CORPORATION 0.3%
Value ($000) $2,794 Shares 15,780 Est. Cost $123.51 Unrealized +33.9%
BMVP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,792 Shares 59,605 Est. Cost $53.93 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $2,779 Shares 2,622 Est. Cost $53.98 Unrealized +275.3%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $2,769 Shares 9,331 Est. Cost $78.74 Unrealized +260.1%
QYLD GLOBAL X FDS 0.3%
Value ($000) $2,694 Shares 147,857 Est. Cost $17.21 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $2,692 Shares 26,510 Est. Cost $92.98 Unrealized
RYLD GLOBAL X FDS 0.3%
Value ($000) $2,567 Shares 157,128 Est. Cost $17.77 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $2,537 Shares 10,279 Est. Cost $109.33 Unrealized +139.2%
PRF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,515 Shares 62,351 Est. Cost $45.83 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $2,507 Shares 11,347 Est. Cost $197.02 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,447 Shares 28,562 Est. Cost $59.92 Unrealized
IEV ISHARES TR 0.3%
Value ($000) $2,342 Shares 44,982 Est. Cost $46.00 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $2,340 Shares 7,052 Est. Cost $71.13 Unrealized +388.0%
BXSL BLACKSTONE SECD LENDING FD 0.3%
Value ($000) $2,337 Shares 72,320 Est. Cost $22.95 Unrealized +19.7%
CSX CSX CORP 0.3%
Value ($000) $2,281 Shares 70,671 Est. Cost $27.64 Unrealized +21.9%
EFAX SPDR INDEX SHS FDS 0.3%
Value ($000) $2,255 Shares 56,650 Est. Cost $49.71 Unrealized
EEM ISHARES TR 0.3%
Value ($000) $2,213 Shares 52,909 Est. Cost $45.18 Unrealized
MS MORGAN STANLEY 0.3%
Value ($000) $2,172 Shares 17,278 Est. Cost $44.46 Unrealized +168.8%
CME CME GROUP INC 0.3%
Value ($000) $2,149 Shares 9,253 Est. Cost $146.88 Unrealized +49.6%
HD HOME DEPOT INC 0.3%
Value ($000) $2,141 Shares 5,503 Est. Cost $183.70 Unrealized +116.3%
IVV ISHARES TR 0.3%
Value ($000) $2,103 Shares 3,572 Est. Cost $321.94 Unrealized
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $2,083 Shares 18,072 Est. Cost $27.25 Unrealized +351.9%
MTN VAIL RESORTS INC 0.3%
Value ($000) $2,042 Shares 10,894 Est. Cost $241.03 Unrealized -25.8%
DE DEERE & CO 0.3%
Value ($000) $2,039 Shares 4,813 Est. Cost $198.68 Unrealized +108.4%
XYLD GLOBAL X FDS 0.3%
Value ($000) $2,039 Shares 48,658 Est. Cost $40.54 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $2,025 Shares 13,180 Est. Cost $46.14 Unrealized +245.7%
XHB SPDR SER TR 0.2%
Value ($000) $1,970 Shares 18,854 Est. Cost $46.68 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $1,962 Shares 3,156 Est. Cost $309.69 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $1,938 Shares 26,779 Est. Cost $77.51 Unrealized -1.4%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,936 Shares 28,881 Est. Cost $28.74 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,912 Shares 21,166 Est. Cost $50.91 Unrealized +68.6%
GM GENERAL MTRS CO 0.2%
Value ($000) $1,902 Shares 35,704 Est. Cost $36.15 Unrealized +43.2%
XYZ BLOCK INC 0.2%
Value ($000) $1,893 Shares 22,276 Est. Cost $93.45 Unrealized -12.2%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,858 Shares 374 Est. Cost $1936.96 Unrealized +146.0%
GE GE AEROSPACE 0.2%
Value ($000) $1,853 Shares 11,111 Est. Cost $61.47 Unrealized +188.2%
PFM INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,848 Shares 40,300 Est. Cost $24.70 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,837 Shares 31,583 Est. Cost $61.91 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,824 Shares 5,028 Est. Cost $131.20 Unrealized +191.0%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,820 Shares 9,019 Est. Cost $86.26 Unrealized +144.7%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $1,800 Shares 16,293 Est. Cost $52.80 Unrealized +75.1%
RTX RTX CORPORATION 0.2%
Value ($000) $1,763 Shares 15,236 Est. Cost $55.20 Unrealized +114.2%
H HYATT HOTELS CORP 0.2%
Value ($000) $1,719 Shares 10,951 Est. Cost $69.61 Unrealized +121.8%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,719 Shares 12,800 Est. Cost $92.64 Unrealized +48.7%
IHI ISHARES TR 0.2%
Value ($000) $1,709 Shares 29,281 Est. Cost $86.64 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,697 Shares 12,165 Est. Cost $47.95 Unrealized +210.4%
NKE NIKE INC 0.2%
Value ($000) $1,636 Shares 21,625 Est. Cost $82.90 Unrealized -7.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,614 Shares 11,160 Est. Cost $121.73 Unrealized +22.9%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,552 Shares 7,222 Est. Cost $61.65 Unrealized +229.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,531 Shares 3,026 Est. Cost $293.25 Unrealized +88.5%
JOET VIRTUS ETF TR II 0.2%
Value ($000) $1,525 Shares 40,372 Est. Cost $26.94 Unrealized
EOG EOG RES INC 0.2%
Value ($000) $1,500 Shares 12,241 Est. Cost $64.54 Unrealized +91.1%
KLAC KLA CORP 0.2%
Value ($000) $1,500 Shares 2,380 Est. Cost $244.35 Unrealized +173.8%
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,481 Shares 23,340 Est. Cost $54.21 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,464 Shares 25,890 Est. Cost $45.73 Unrealized +15.0%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $1,462 Shares 734 Est. Cost $483.03 Unrealized +342.2%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,456 Shares 3,614 Est. Cost $179.47 Unrealized +158.3%
TTD THE TRADE DESK INC 0.2%
Value ($000) $1,425 Shares 12,123 Est. Cost $62.63 Unrealized +97.5%
VFH VANGUARD WORLD FD 0.2%
Value ($000) $1,415 Shares 11,988 Est. Cost $82.17 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,414 Shares 21,393 Est. Cost $31.52 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,413 Shares 24,560 Est. Cost $54.76 Unrealized
VOX VANGUARD WORLD FD 0.2%
Value ($000) $1,405 Shares 9,067 Est. Cost $104.74 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,402 Shares 4,126 Est. Cost $244.94 Unrealized +50.9%
VCR VANGUARD WORLD FD 0.2%
Value ($000) $1,400 Shares 3,730 Est. Cost $239.14 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,398 Shares 5,012 Est. Cost $110.95 Unrealized +144.8%
PBE INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,382 Shares 20,768 Est. Cost $47.20 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $1,377 Shares 8,513 Est. Cost $142.37 Unrealized
NVO NOVO-NORDISK A S 0.2%
Value ($000) $1,361 Shares 15,823 Est. Cost $84.07 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,358 Shares 15,250 Est. Cost $87.78 Unrealized
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,347 Shares 5,594 Est. Cost $115.50 Unrealized +112.0%
CSD INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,340 Shares 16,315 Est. Cost $42.37 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,318 Shares 2,526 Est. Cost $301.72 Unrealized +72.6%
IT GARTNER INC 0.2%
Value ($000) $1,306 Shares 2,696 Est. Cost $158.68 Unrealized +224.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $1,290 Shares 10,234 Est. Cost $98.26 Unrealized +24.5%
FISV FISERV INC 0.2%
Value ($000) $1,287 Shares 6,266 Est. Cost $109.77 Unrealized +86.0%
C CITIGROUP INC 0.2%
Value ($000) $1,258 Shares 17,875 Est. Cost $50.76 Unrealized +28.8%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $1,256 Shares 17,547 Est. Cost $80.90 Unrealized -6.6%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,253 Shares 2,578 Est. Cost $282.21 Unrealized +86.8%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,251 Shares 17,188 Est. Cost $50.08 Unrealized +46.3%
CI THE CIGNA GROUP 0.2%
Value ($000) $1,240 Shares 4,490 Est. Cost $179.79 Unrealized +73.2%
EWJ ISHARES INC 0.2%
Value ($000) $1,237 Shares 18,435 Est. Cost $61.54 Unrealized
JOE ST JOE CO 0.2%
Value ($000) $1,222 Shares 27,203 Est. Cost $47.23 Unrealized +9.6%
ITOT ISHARES TR 0.2%
Value ($000) $1,221 Shares 9,495 Est. Cost $90.79 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,219 Shares 7,273 Est. Cost $92.60 Unrealized +79.0%
ABSI ABSCI CORPORATION 0.2%
Value ($000) $1,219 Shares 465,240 Est. Cost $6.17 Unrealized -42.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,200 Shares 20,268 Est. Cost $39.00 Unrealized +42.0%
BBH VANECK ETF TRUST 0.1%
Value ($000) $1,193 Shares 7,603 Est. Cost $132.95 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,191 Shares 27,041 Est. Cost $42.95 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,190 Shares 5,266 Est. Cost $128.01 Unrealized +59.0%
LEN LENNAR CORP 0.1%
Value ($000) $1,181 Shares 8,662 Est. Cost $41.59 Unrealized +284.0%
ESGE ISHARES INC 0.1%
Value ($000) $1,167 Shares 34,948 Est. Cost $36.67 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,147 Shares 17,625 Est. Cost $59.54 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $1,138 Shares 4,990 Est. Cost $156.10 Unrealized +47.5%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $1,126 Shares 22,790 Est. Cost $55.55 Unrealized -11.4%
EFG ISHARES TR 0.1%
Value ($000) $1,121 Shares 11,575 Est. Cost $87.07 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,119 Shares 4,990 Est. Cost $120.66 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $1,119 Shares 10,275 Est. Cost $25.30 Unrealized +408.3%
KKR KKR & CO INC 0.1%
Value ($000) $1,119 Shares 7,564 Est. Cost $59.92 Unrealized +143.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,098 Shares 29,246 Est. Cost $34.58 Unrealized +15.6%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,076 Shares 5,432 Est. Cost $142.38 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,076 Shares 24,646 Est. Cost $35.07 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,073 Shares 5,480 Est. Cost $120.12 Unrealized
EBAY EBAY INC. 0.1%
Value ($000) $1,069 Shares 17,260 Est. Cost $31.22 Unrealized +99.9%
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,063 Shares 12,868 Est. Cost $66.89 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $1,060 Shares 8,945 Est. Cost $64.78 Unrealized +80.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,059 Shares 10,682 Est. Cost $62.85 Unrealized +62.8%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $1,057 Shares 2,866 Est. Cost $257.33 Unrealized +59.0%
IWC ISHARES TR 0.1%
Value ($000) $1,056 Shares 8,102 Est. Cost $120.56 Unrealized
XNTK SPDR SER TR 0.1%
Value ($000) $1,051 Shares 5,210 Est. Cost $59.78 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,050 Shares 13,884 Est. Cost $19.01 Unrealized +206.4%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,032 Shares 9,710 Est. Cost $59.36 Unrealized +63.8%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $1,031 Shares 2,147 Est. Cost $334.38 Unrealized +40.3%
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $1,026 Shares 14,738 Est. Cost $49.94 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1,026 Shares 2,987 Est. Cost $264.94 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $1,008 Shares 9,215 Est. Cost $21.94 Unrealized +397.6%
HESS CORP 0.1%
Value ($000) $992 Shares 7,456 Est. Cost $43.19 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $985 Shares 1,829 Est. Cost $400.00 Unrealized
UHAL/B U HAUL HOLDING COMPANY 0.1%
Value ($000) $981 Shares 15,319 Est. Cost $58.13 Unrealized +13.1%
ABT ABBOTT LABS 0.1%
Value ($000) $969 Shares 8,566 Est. Cost $80.99 Unrealized +39.9%
DXJ WISDOMTREE TR 0.1%
Value ($000) $963 Shares 8,732 Est. Cost $52.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $958 Shares 23,965 Est. Cost $34.10 Unrealized +15.6%
MSGS MADISON SQUARE GRDN SPRT COR 0.1%
Value ($000) $956 Shares 4,234 Est. Cost $189.47 Unrealized +17.8%
T AT&T INC 0.1%
Value ($000) $954 Shares 41,903 Est. Cost $15.17 Unrealized +41.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $953 Shares 3,287 Est. Cost $163.56 Unrealized +77.4%
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $948 Shares 51,784 Est. Cost $14.16 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $942 Shares 9,467 Est. Cost $62.09 Unrealized +59.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $941 Shares 2,674 Est. Cost $238.21 Unrealized +48.9%
INTU INTUIT 0.1%
Value ($000) $938 Shares 1,492 Est. Cost $345.94 Unrealized +83.5%
TJX TJX COS INC NEW 0.1%
Value ($000) $938 Shares 7,761 Est. Cost $47.82 Unrealized +146.2%
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $934 Shares 22,440 Est. Cost $49.33 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $931 Shares 8,738 Est. Cost $77.02 Unrealized
MSCI MSCI INC 0.1%
Value ($000) $931 Shares 1,551 Est. Cost $441.11 Unrealized +34.1%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $927 Shares 19,389 Est. Cost $39.28 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $927 Shares 26,789 Est. Cost $31.95 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $910 Shares 7,983 Est. Cost $76.98 Unrealized +58.5%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $904 Shares 5,852 Est. Cost $192.82 Unrealized -27.0%
FFIV F5 INC 0.1%
Value ($000) $896 Shares 3,562 Est. Cost $156.44 Unrealized +52.8%
NET CLOUDFLARE INC 0.1%
Value ($000) $895 Shares 8,308 Est. Cost $73.29 Unrealized +33.3%
KRE SPDR SER TR 0.1%
Value ($000) $892 Shares 14,780 Est. Cost $55.11 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $882 Shares 32,286 Est. Cost $40.81 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $877 Shares 4,800 Est. Cost $181.08 Unrealized +15.1%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $863 Shares 23,187 Est. Cost $24.72 Unrealized +60.5%
XBI SPDR SER TR 0.1%
Value ($000) $855 Shares 9,490 Est. Cost $85.41 Unrealized
DTD WISDOMTREE TR 0.1%
Value ($000) $853 Shares 11,242 Est. Cost $75.92 Unrealized
MET METLIFE INC 0.1%
Value ($000) $848 Shares 10,359 Est. Cost $50.57 Unrealized +59.5%
CENTRAL SECS CORP 0.1%
Value ($000) $848 Shares 18,554 Est. Cost $28.65 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $845 Shares 1,784 Est. Cost $331.38 Unrealized +42.8%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $839 Shares 13,223 Est. Cost $54.97 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $837 Shares 2,544 Est. Cost $158.10 Unrealized +97.3%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $835 Shares 11,288 Est. Cost $54.93 Unrealized +34.4%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $831 Shares 14,611 Est. Cost $33.11 Unrealized
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $823 Shares 47,247 Est. Cost $19.95 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $821 Shares 9,241 Est. Cost $87.42 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $820 Shares 14,172 Est. Cost $37.18 Unrealized +35.3%
CMI CUMMINS INC 0.1%
Value ($000) $806 Shares 2,311 Est. Cost $128.78 Unrealized +166.7%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $805 Shares 6,639 Est. Cost $76.91 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $804 Shares 3,659 Est. Cost $101.25 Unrealized +113.6%
NULG NUSHARES ETF TR 0.1%
Value ($000) $802 Shares 9,344 Est. Cost $67.08 Unrealized
EZM WISDOMTREE TR 0.1%
Value ($000) $800 Shares 12,790 Est. Cost $40.00 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $794 Shares 1,594 Est. Cost $369.70 Unrealized +36.1%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $769 Shares 2,563 Est. Cost $125.92 Unrealized +175.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $763 Shares 10,617 Est. Cost $81.41 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $763 Shares 10,008 Est. Cost $27.67 Unrealized +22.3%
DHR DANAHER CORPORATION 0.1%
Value ($000) $758 Shares 3,304 Est. Cost $131.89 Unrealized +85.0%
MTUM ISHARES TR 0.1%
Value ($000) $754 Shares 3,644 Est. Cost $110.08 Unrealized
AOR ISHARES TR 0.1%
Value ($000) $748 Shares 13,053 Est. Cost $54.66 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $742 Shares 68,545 Est. Cost $10.25 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $737 Shares 2,904 Est. Cost $243.52 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $728 Shares 2,487 Est. Cost $152.19 Unrealized +89.2%
IHE ISHARES TR 0.1%
Value ($000) $722 Shares 10,992 Est. Cost $107.74 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $719 Shares 8,485 Est. Cost $140.00 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $714 Shares 11,022 Est. Cost $58.73 Unrealized -10.5%
JHMD JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $713 Shares 22,240 Est. Cost $28.73 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $702 Shares 8,644 Est. Cost $74.90 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $694 Shares 4,234 Est. Cost $78.30 Unrealized +118.3%
MCK MCKESSON CORP 0.1%
Value ($000) $693 Shares 1,216 Est. Cost $216.68 Unrealized +157.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $691 Shares 6,426 Est. Cost $67.32 Unrealized +66.9%
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $686 Shares 4,833 Est. Cost $111.75 Unrealized +25.1%
PWR QUANTA SVCS INC 0.1%
Value ($000) $684 Shares 2,164 Est. Cost $88.17 Unrealized +264.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $680 Shares 7,357 Est. Cost $53.26 Unrealized +63.4%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $679 Shares 12,197 Est. Cost $53.70 Unrealized
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $676 Shares 7,846 Est. Cost $93.97 Unrealized -0.6%
KO COCA COLA CO 0.1%
Value ($000) $666 Shares 10,704 Est. Cost $47.47 Unrealized +32.9%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $664 Shares 3,921 Est. Cost $127.07 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $661 Shares 6,828 Est. Cost $80.33 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $657 Shares 4,018 Est. Cost $148.87 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $653 Shares 9,657 Est. Cost $107.62 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $648 Shares 12,926 Est. Cost $50.04 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $635 Shares 1,856 Est. Cost $293.57 Unrealized +13.3%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $631 Shares 3,601 Est. Cost $113.36 Unrealized
HQY HEALTHEQUITY INC 0.1%
Value ($000) $629 Shares 6,554 Est. Cost $80.02 Unrealized +16.5%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $628 Shares 5,992 Est. Cost $95.52 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $625 Shares 52,318 Est. Cost $11.60 Unrealized
VDC VANGUARD WORLD FD 0.1%
Value ($000) $617 Shares 2,920 Est. Cost $188.65 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $615 Shares 3,298 Est. Cost $125.42 Unrealized +36.3%
PFE PFIZER INC 0.1%
Value ($000) $612 Shares 23,075 Est. Cost $28.93 Unrealized -13.2%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $609 Shares 2,395 Est. Cost $158.06 Unrealized
EPS WISDOMTREE TR 0.1%
Value ($000) $606 Shares 9,910 Est. Cost $33.60 Unrealized
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $605 Shares 23,868 Est. Cost $16.35 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $605 Shares 849 Est. Cost $389.65 Unrealized +114.2%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $595 Shares 7,629 Est. Cost $80.73 Unrealized
VAW VANGUARD WORLD FD 0.1%
Value ($000) $593 Shares 3,159 Est. Cost $179.32 Unrealized
BILL BILL HOLDINGS INC 0.1%
Value ($000) $592 Shares 6,984 Est. Cost $77.58 Unrealized -3.9%
DOL WISDOMTREE TR 0.1%
Value ($000) $580 Shares 11,722 Est. Cost $46.93 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $579 Shares 10,268 Est. Cost $56.38 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $577 Shares 4,659 Est. Cost $56.45 Unrealized +110.8%
ELLSWORTH GROWTH & INCOME FD 0.1%
Value ($000) $572 Shares 59,078 Est. Cost $9.61 Unrealized
F FORD MTR CO 0.1%
Value ($000) $564 Shares 56,959 Est. Cost $6.74 Unrealized +46.4%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $563 Shares 3,890 Est. Cost $92.61 Unrealized +57.1%
XMVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $563 Shares 10,151 Est. Cost $27.57 Unrealized
AGGY WISDOMTREE TR 0.1%
Value ($000) $559 Shares 13,033 Est. Cost $44.16 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $556 Shares 4,532 Est. Cost $76.31 Unrealized +69.2%
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $555 Shares 1,917 Est. Cost $191.41 Unrealized +57.2%
IWD ISHARES TR 0.1%
Value ($000) $555 Shares 2,999 Est. Cost $151.17 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $551 Shares 7,845 Est. Cost $33.84 Unrealized +97.0%
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $548 Shares 78,830 Est. Cost $6.32 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $545 Shares 1,591 Est. Cost $341.88 Unrealized +5.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $544 Shares 2,823 Est. Cost $79.58 Unrealized +138.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $538 Shares 776 Est. Cost $621.41 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $535 Shares 25,156 Est. Cost $15.81 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $534 Shares 9,371 Est. Cost $25.93 Unrealized +125.3%
ABNB AIRBNB INC 0.1%
Value ($000) $533 Shares 4,059 Est. Cost $127.68 Unrealized +5.5%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $533 Shares 3,873 Est. Cost $108.43 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $531 Shares 9,740 Est. Cost $24.54 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $516 Shares 5,150 Est. Cost $133.33 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $512 Shares 10,707 Est. Cost $37.32 Unrealized +25.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $512 Shares 301 Est. Cost $1348.76 Unrealized +44.4%
GLW CORNING INC 0.1%
Value ($000) $509 Shares 10,716 Est. Cost $27.70 Unrealized +67.3%
MAS MASCO CORP 0.1%
Value ($000) $506 Shares 6,976 Est. Cost $32.85 Unrealized +138.7%
IEFA ISHARES TR 0.1%
Value ($000) $505 Shares 7,183 Est. Cost $72.60 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $488 Shares 5,501 Est. Cost $75.19 Unrealized +15.3%
DDS DILLARDS INC 0.1%
Value ($000) $484 Shares 1,121 Est. Cost $100.21 Unrealized +274.0%
KEY KEYCORP 0.1%
Value ($000) $483 Shares 28,177 Est. Cost $12.04 Unrealized +41.2%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $481 Shares 6,766 Est. Cost $68.82 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $477 Shares 917 Est. Cost $354.88 Unrealized +54.3%
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $477 Shares 19,747 Est. Cost $21.83 Unrealized
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.1%
Value ($000) $476 Shares 59,066 Est. Cost $5.68 Unrealized
QLD PROSHARES TR 0.1%
Value ($000) $475 Shares 4,391 Est. Cost $81.37 Unrealized
GEN GEN DIGITAL INC 0.1%
Value ($000) $475 Shares 17,358 Est. Cost $18.82 Unrealized +49.8%
RVTY REVVITY INC 0.1%
Value ($000) $468 Shares 4,191 Est. Cost $87.99 Unrealized +33.2%
PEP PEPSICO INC 0.1%
Value ($000) $466 Shares 3,066 Est. Cost $98.25 Unrealized +59.3%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $465 Shares 1,070 Est. Cost $225.22 Unrealized +72.0%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $463 Shares 5,500 Est. Cost $61.32 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $463 Shares 2,006 Est. Cost $102.36 Unrealized +113.1%
GLD SPDR GOLD TR 0.1%
Value ($000) $463 Shares 1,911 Est. Cost $159.98 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $460 Shares 3,222 Est. Cost $110.39 Unrealized +24.4%
TMUS T-MOBILE US INC 0.1%
Value ($000) $459 Shares 2,080 Est. Cost $108.83 Unrealized +105.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $454 Shares 1,068 Est. Cost $312.70 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $453 Shares 5,066 Est. Cost $81.97 Unrealized
HYGV FLEXSHARES TR 0.1%
Value ($000) $449 Shares 11,047 Est. Cost $45.88 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $449 Shares 15,962 Est. Cost $19.51 Unrealized +54.2%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $449 Shares 9,154 Est. Cost $53.84 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $446 Shares 3,377 Est. Cost $117.60 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $444 Shares 1,162 Est. Cost $202.70 Unrealized +61.1%
DON WISDOMTREE TR 0.1%
Value ($000) $432 Shares 8,478 Est. Cost $35.90 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $431 Shares 7,154 Est. Cost $61.19 Unrealized -1.5%
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $430 Shares 35,516 Est. Cost $11.49 Unrealized +13.9%
TGT TARGET CORP 0.1%
Value ($000) $429 Shares 3,175 Est. Cost $120.25 Unrealized +13.7%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $428 Shares 1,731 Est. Cost $131.64 Unrealized +85.4%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $427 Shares 1,681 Est. Cost $204.91 Unrealized
NUVEEN DOW 30 DYNMC OVERWRT 0.1%
Value ($000) $426 Shares 28,315 Est. Cost $16.52 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $425 Shares 5,054 Est. Cost $57.15 Unrealized +77.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $424 Shares 2,844 Est. Cost $102.09 Unrealized +53.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $423 Shares 1,459 Est. Cost $232.50 Unrealized +30.8%
LIN LINDE PLC 0.1%
Value ($000) $422 Shares 1,008 Est. Cost $331.08 Unrealized +35.5%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $416 Shares 2,159 Est. Cost $94.07 Unrealized +101.2%
NUE NUCOR CORP 0.1%
Value ($000) $415 Shares 3,556 Est. Cost $90.47 Unrealized +55.7%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $415 Shares 6,854 Est. Cost $45.68 Unrealized +27.7%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $412 Shares 4,461 Est. Cost $54.10 Unrealized +81.5%
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $411 Shares 6,751 Est. Cost $55.59 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $411 Shares 6,021 Est. Cost $17.13 Unrealized +334.2%
XRT SPDR SER TR 0.1%
Value ($000) $411 Shares 5,164 Est. Cost $42.92 Unrealized
GGG GRACO INC 0.1%
Value ($000) $410 Shares 4,860 Est. Cost $81.27 Unrealized +4.8%
DISCOVER FINL SVCS 0.1%
Value ($000) $409 Shares 2,364 Est. Cost $90.37 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $406 Shares 4,400 Est. Cost $74.65 Unrealized +24.7%
GPC GENUINE PARTS CO 0.1%
Value ($000) $404 Shares 3,458 Est. Cost $84.06 Unrealized +42.9%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $403 Shares 11,301 Est. Cost $13.86 Unrealized +169.5%
TFLO ISHARES TR 0.1%
Value ($000) $403 Shares 7,978 Est. Cost $50.55 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $402 Shares 4,008 Est. Cost $57.97 Unrealized +67.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $398 Shares 6,606 Est. Cost $58.82 Unrealized +21.4%
DOW DOW INC 0.0%
Value ($000) $394 Shares 9,827 Est. Cost $36.10 Unrealized +18.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $394 Shares 2,934 Est. Cost $86.00 Unrealized +53.8%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $389 Shares 10,701 Est. Cost $47.08 Unrealized -17.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $389 Shares 4,924 Est. Cost $41.76 Unrealized +89.8%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $388 Shares 3,459 Est. Cost $108.15 Unrealized -0.3%
ANSYS INC 0.0%
Value ($000) $387 Shares 1,148 Est. Cost $319.86 Unrealized
EAGG ISHARES TR 0.0%
Value ($000) $386 Shares 8,320 Est. Cost $52.41 Unrealized
PCAR PACCAR INC 0.0%
Value ($000) $385 Shares 3,705 Est. Cost $74.69 Unrealized +39.1%
HANCOCK JOHN FINL OPPTYS FD 0.0%
Value ($000) $385 Shares 10,784 Est. Cost $31.86 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $382 Shares 5,155 Est. Cost $71.41 Unrealized -2.0%
MMM 3M CO 0.0%
Value ($000) $381 Shares 2,954 Est. Cost $80.43 Unrealized +59.6%
PARAMOUNT GLOBAL 0.0%
Value ($000) $381 Shares 36,392 Est. Cost $23.42 Unrealized
VIRTUS EQUITY & CONV INCM FD 0.0%
Value ($000) $377 Shares 15,300 Est. Cost $28.01 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $374 Shares 10,552 Est. Cost $36.75 Unrealized
RDN RADIAN GROUP INC 0.0%
Value ($000) $374 Shares 11,781 Est. Cost $16.09 Unrealized +104.2%
WCC WESCO INTL INC 0.0%
Value ($000) $374 Shares 2,064 Est. Cost $166.58 Unrealized +12.3%
WDAY WORKDAY INC 0.0%
Value ($000) $373 Shares 1,444 Est. Cost $237.49 Unrealized +7.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $372 Shares 11,055 Est. Cost $26.84 Unrealized +15.8%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $371 Shares 2,965 Est. Cost $64.61 Unrealized
THO THOR INDS INC 0.0%
Value ($000) $369 Shares 3,857 Est. Cost $98.69 Unrealized +5.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $369 Shares 5,315 Est. Cost $44.10 Unrealized +57.2%
BMI BADGER METER INC 0.0%
Value ($000) $366 Shares 1,727 Est. Cost $187.44 Unrealized +15.2%
JD JD.COM INC 0.0%
Value ($000) $365 Shares 10,537 Est. Cost $40.00 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $365 Shares 640 Est. Cost $364.09 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $362 Shares 981 Est. Cost $232.73 Unrealized +69.1%
NVS NOVARTIS AG 0.0%
Value ($000) $360 Shares 3,699 Est. Cost $88.73 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $355 Shares 3,097 Est. Cost $125.96 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $353 Shares 8,134 Est. Cost $39.77 Unrealized +6.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $351 Shares 759 Est. Cost $377.50 Unrealized +24.1%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $351 Shares 5,353 Est. Cost $54.76 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $348 Shares 19,666 Est. Cost $12.39 Unrealized
REDFIN CORP 0.0%
Value ($000) $342 Shares 43,430 Est. Cost $7.87 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $341 Shares 2,329 Est. Cost $92.16 Unrealized +66.1%
POOL POOL CORP 0.0%
Value ($000) $340 Shares 998 Est. Cost $342.21 Unrealized +4.6%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $340 Shares 2,623 Est. Cost $74.11 Unrealized +69.9%
DHI D R HORTON INC 0.0%
Value ($000) $333 Shares 2,383 Est. Cost $173.17 Unrealized -4.8%
WMB WILLIAMS COS INC 0.0%
Value ($000) $333 Shares 6,149 Est. Cost $33.07 Unrealized +56.4%
CONSOL ENERGY INC NEW 0.0%
Value ($000) $331 Shares 3,104 Est. Cost $105.27 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $330 Shares 2,023 Est. Cost $153.87 Unrealized +14.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $329 Shares 5,162 Est. Cost $38.29 Unrealized +67.4%
SO SOUTHERN CO 0.0%
Value ($000) $328 Shares 3,984 Est. Cost $37.90 Unrealized +123.0%
STGW STAGWELL INC 0.0%
Value ($000) $327 Shares 49,662 Est. Cost $6.26 Unrealized +13.9%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $327 Shares 1,553 Est. Cost $190.77 Unrealized +22.9%
IJR ISHARES TR 0.0%
Value ($000) $325 Shares 2,824 Est. Cost $109.49 Unrealized
IVE ISHARES TR 0.0%
Value ($000) $324 Shares 1,697 Est. Cost $140.10 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $323 Shares 2,535 Est. Cost $106.47 Unrealized
NCNO NCINO INC 0.0%
Value ($000) $323 Shares 9,604 Est. Cost $31.66 Unrealized +17.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $320 Shares 1,745 Est. Cost $157.69 Unrealized +25.8%
HDB HDFC BANK LTD 0.0%
Value ($000) $320 Shares 5,010 Est. Cost $57.28 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $319 Shares 14,956 Est. Cost $18.20 Unrealized +12.3%
DLN WISDOMTREE TR 0.0%
Value ($000) $318 Shares 4,084 Est. Cost $80.47 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $317 Shares 2,374 Est. Cost $244.95 Unrealized -41.9%
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $317 Shares 6,859 Est. Cost $41.55 Unrealized +22.4%
CCI CROWN CASTLE INC 0.0%
Value ($000) $316 Shares 3,484 Est. Cost $128.37 Unrealized -23.6%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $310 Shares 261 Est. Cost $54.13 Unrealized +49.0%
IEMG ISHARES INC 0.0%
Value ($000) $309 Shares 5,908 Est. Cost $53.51 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $307 Shares 7,491 Est. Cost $40.90 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $305 Shares 1,428 Est. Cost $175.75 Unrealized +24.1%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $305 Shares 3,963 Est. Cost $79.62 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $302 Shares 1,794 Est. Cost $114.32 Unrealized +63.4%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $302 Shares 3,991 Est. Cost $54.16 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $300 Shares 564 Est. Cost $296.47 Unrealized +77.6%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $299 Shares 8,634 Est. Cost $28.59 Unrealized +32.2%
SDY SPDR SER TR 0.0%
Value ($000) $294 Shares 2,229 Est. Cost $89.66 Unrealized
VTWG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $292 Shares 1,388 Est. Cost $191.05 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $292 Shares 2,523 Est. Cost $69.24 Unrealized +99.2%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $290 Shares 1,950 Est. Cost $105.19 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value ($000) $289 Shares 2,980 Est. Cost $131.62 Unrealized
NOVT NOVANTA INC 0.0%
Value ($000) $289 Shares 1,890 Est. Cost $92.92 Unrealized +82.2%
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $289 Shares 3,858 Est. Cost $99.26 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $287 Shares 5,978 Est. Cost $48.86 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $286 Shares 1,376 Est. Cost $189.53 Unrealized +17.4%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $284 Shares 1,237 Est. Cost $199.50 Unrealized +13.5%
BLACKROCK ENHANCD CAP & INM 0.0%
Value ($000) $283 Shares 14,087 Est. Cost $14.97 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $283 Shares 2,652 Est. Cost $113.41 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $281 Shares 19,300 Est. Cost $17.54 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $278 Shares 13,874 Est. Cost $39.10 Unrealized -42.3%
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $278 Shares 2,899 Est. Cost $94.86 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $278 Shares 3,531 Est. Cost $64.30 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $276 Shares 3,032 Est. Cost $105.28 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $276 Shares 3,603 Est. Cost $66.85 Unrealized +10.6%
IWO ISHARES TR 0.0%
Value ($000) $274 Shares 953 Est. Cost $208.21 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $273 Shares 2,529 Est. Cost $91.39 Unrealized 0.0%
AZO AUTOZONE INC 0.0%
Value ($000) $271 Shares 85 Est. Cost $2929.07 Unrealized +8.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $269 Shares 1,062 Est. Cost $118.49 Unrealized +117.2%
SUSB ISHARES TR 0.0%
Value ($000) $268 Shares 10,849 Est. Cost $25.07 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $267 Shares 3,815 Est. Cost $78.63 Unrealized +1.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $265 Shares 6,918 Est. Cost $24.41 Unrealized +66.0%
SSO PROSHARES TR 0.0%
Value ($000) $265 Shares 2,865 Est. Cost $65.07 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $263 Shares 3,262 Est. Cost $62.59 Unrealized +34.1%
DVY ISHARES TR 0.0%
Value ($000) $263 Shares 2,006 Est. Cost $104.45 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $262 Shares 1,896 Est. Cost $109.56 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $262 Shares 6,507 Est. Cost $29.64 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $261 Shares 3,447 Est. Cost $76.00 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $260 Shares 4,970 Est. Cost $37.15 Unrealized +31.4%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $260 Shares 2,110 Est. Cost $117.86 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $256 Shares 1,092 Est. Cost $175.85 Unrealized +39.6%
KBE SPDR SER TR 0.0%
Value ($000) $255 Shares 4,606 Est. Cost $46.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $255 Shares 8,138 Est. Cost $26.55 Unrealized
MGC VANGUARD WORLD FD 0.0%
Value ($000) $254 Shares 1,195 Est. Cost $152.18 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $253 Shares 4,365 Est. Cost $49.50 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.0%
Value ($000) $253 Shares 14,404 Est. Cost $17.96 Unrealized
EWW ISHARES INC 0.0%
Value ($000) $252 Shares 5,392 Est. Cost $43.29 Unrealized
QUAD QUAD / GRAPHICS INC 0.0%
Value ($000) $252 Shares 36,179 Est. Cost $6.13 Unrealized +10.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $250 Shares 2,077 Est. Cost $60.88 Unrealized +98.1%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $250 Shares 862 Est. Cost $283.21 Unrealized
PRI PRIMERICA INC 0.0%
Value ($000) $249 Shares 918 Est. Cost $236.50 Unrealized +19.9%
SMARTSHEET INC 0.0%
Value ($000) $246 Shares 4,396 Est. Cost $55.36 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $246 Shares 2,898 Est. Cost $71.76 Unrealized 0.0%
RBC RBC BEARINGS INC 0.0%
Value ($000) $245 Shares 818 Est. Cost $268.62 Unrealized +14.6%
EIX EDISON INTL 0.0%
Value ($000) $243 Shares 3,045 Est. Cost $59.65 Unrealized +32.3%
ICLR ICON PLC 0.0%
Value ($000) $240 Shares 1,144 Est. Cost $233.52 Unrealized 0.0%
IGF ISHARES TR 0.0%
Value ($000) $239 Shares 4,566 Est. Cost $45.84 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $239 Shares 1,391 Est. Cost $135.64 Unrealized +33.2%
ARI APOLLO COML REAL EST FIN INC 0.0%
Value ($000) $238 Shares 27,485 Est. Cost $9.88 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $238 Shares 49,404 Est. Cost $5.50 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $237 Shares 3,033 Est. Cost $71.08 Unrealized +19.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $237 Shares 4,396 Est. Cost $44.19 Unrealized +16.1%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $233 Shares 714 Est. Cost $295.72 Unrealized 0.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $233 Shares 2,060 Est. Cost $117.05 Unrealized +5.5%
AVGO BROADCOM INC 0.0%
Value ($000) $232 Shares 1,000 Est. Cost $144.92 Unrealized +26.2%
EES WISDOMTREE TR 0.0%
Value ($000) $231 Shares 4,290 Est. Cost $49.82 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $230 Shares 777 Est. Cost $251.72 Unrealized +17.4%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $230 Shares 4,767 Est. Cost $46.07 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $228 Shares 2,380 Est. Cost $77.35 Unrealized +22.9%
EVTC EVERTEC INC 0.0%
Value ($000) $227 Shares 6,576 Est. Cost $33.12 Unrealized +3.1%
SUSL ISHARES TR 0.0%
Value ($000) $227 Shares 2,200 Est. Cost $93.85 Unrealized
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value ($000) $224 Shares 14,904 Est. Cost $12.91 Unrealized +28.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $223 Shares 7,261 Est. Cost $31.65 Unrealized -3.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $222 Shares 4,130 Est. Cost $42.64 Unrealized +26.8%
ITB ISHARES TR 0.0%
Value ($000) $222 Shares 2,150 Est. Cost $103.39 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $221 Shares 8,700 Est. Cost $24.95 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $220 Shares 9,992 Est. Cost $20.21 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $219 Shares 7,495 Est. Cost $47.36 Unrealized -30.4%
AMLP ALPS ETF TR 0.0%
Value ($000) $215 Shares 4,457 Est. Cost $47.46 Unrealized
WAB WABTEC 0.0%
Value ($000) $213 Shares 1,125 Est. Cost $192.50 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $213 Shares 1,679 Est. Cost $126.75 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $211 Shares 4,012 Est. Cost $49.86 Unrealized +6.3%
NUMG NUSHARES ETF TR 0.0%
Value ($000) $210 Shares 4,439 Est. Cost $44.82 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $209 Shares 3,505 Est. Cost $41.15 Unrealized +54.6%
UHAL U HAUL HOLDING COMPANY 0.0%
Value ($000) $208 Shares 3,008 Est. Cost $68.37 Unrealized +6.1%
MSGE MADISON SQUARE GARDEN ENTMT 0.0%
Value ($000) $207 Shares 5,819 Est. Cost $35.65 Unrealized +8.4%
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $206 Shares 30,500 Est. Cost $8.32 Unrealized
HUBS HUBSPOT INC 0.0%
Value ($000) $205 Shares 294 Est. Cost $642.90 Unrealized 0.0%
EUSB ISHARES TR 0.0%
Value ($000) $205 Shares 4,819 Est. Cost $49.20 Unrealized
JPEF J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $202 Shares 3,012 Est. Cost $67.11 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $202 Shares 431 Est. Cost $478.00 Unrealized +3.1%
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $202 Shares 20,700 Est. Cost $8.34 Unrealized
SPHR SPHERE ENTERTAINMENT CO 0.0%
Value ($000) $202 Shares 5,004 Est. Cost $43.04 Unrealized -2.8%
TLT ISHARES TR 0.0%
Value ($000) $202 Shares 2,310 Est. Cost $129.10 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $201 Shares 2,502 Est. Cost $90.38 Unrealized -2.6%
PIMCO GLOBAL STOCKSPLS INCM 0.0%
Value ($000) $196 Shares 25,239 Est. Cost $8.08 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $185 Shares 12,870 Est. Cost $14.39 Unrealized
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $173 Shares 11,346 Est. Cost $20.20 Unrealized -20.7%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $169 Shares 13,419 Est. Cost $12.70 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $166 Shares 15,693 Est. Cost $16.37 Unrealized -43.2%
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $164 Shares 12,412 Est. Cost $11.52 Unrealized +10.4%
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $161 Shares 13,804 Est. Cost $11.27 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $157 Shares 14,775 Est. Cost $11.82 Unrealized
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $153 Shares 15,100 Est. Cost $9.71 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $151 Shares 15,400 Est. Cost $9.92 Unrealized
RWAY RUNWAY GROWTH FINANCE CORP 0.0%
Value ($000) $127 Shares 11,610 Est. Cost $9.80 Unrealized -8.9%
RC READY CAPITAL CORP 0.0%
Value ($000) $111 Shares 16,346 Est. Cost $11.28 Unrealized
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value ($000) $111 Shares 11,441 Est. Cost $9.42 Unrealized +13.4%
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $110 Shares 66,886 Est. Cost $2.52 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $108 Shares 12,988 Est. Cost $9.22 Unrealized
ACRE ARES COML REAL ESTATE CORP 0.0%
Value ($000) $84 Shares 14,244 Est. Cost $8.64 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $71 Shares 15,946 Est. Cost $9.96 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $60 Shares 11,240 Est. Cost $25.12 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $21 Shares 10,000 Est. Cost $0.35 Unrealized