KPP Advisory Services LLC Diversified Active

CIK: 0001989349 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 24, 2025

Total Value ($000): $424,122 (100.0% shares, 0.0% debt)

Holdings (258)

QQQ INVESCO QQQ TR 5.1%
Value ($000) $21,717 Shares 42,479 Est. Cost $445.20 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 4.2%
Value ($000) $17,913 Shares 181,912 Est. Cost $101.21 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 3.7%
Value ($000) $15,535 Shares 73,816 Est. Cost $194.51 Unrealized
AAPL APPLE INC 3.6%
Value ($000) $15,396 Shares 61,479 Est. Cost $182.31 Unrealized +28.6%
JHMM JOHN HANCOCK EXCHANGE TRADED 3.3%
Value ($000) $13,968 Shares 233,850 Est. Cost $57.41 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $11,597 Shares 27,513 Est. Cost $328.21 Unrealized +28.7%
TSLA TESLA INC 2.4%
Value ($000) $10,095 Shares 24,998 Est. Cost $256.88 Unrealized +25.3%
CALF PACER FDS TR 2.2%
Value ($000) $9,422 Shares 214,098 Est. Cost $49.00 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.2%
Value ($000) $9,350 Shares 265,170 Est. Cost $34.11 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $8,391 Shares 38,245 Est. Cost $137.45 Unrealized +48.8%
XLG INVESCO EXCHANGE TRADED FD T 2.0%
Value ($000) $8,382 Shares 167,776 Est. Cost $46.71 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $7,259 Shares 82,662 Est. Cost $85.65 Unrealized
DGRW WISDOMTREE TR 1.5%
Value ($000) $6,566 Shares 81,134 Est. Cost $79.90 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $6,439 Shares 96,066 Est. Cost $64.41 Unrealized
DFUS DIMENSIONAL ETF TRUST 1.5%
Value ($000) $6,331 Shares 99,302 Est. Cost $57.28 Unrealized
NOBL PROSHARES TR 1.5%
Value ($000) $6,225 Shares 62,527 Est. Cost $101.41 Unrealized
FTGS FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $5,957 Shares 189,719 Est. Cost $30.71 Unrealized
AVUV AMERICAN CENTY ETF TR 1.4%
Value ($000) $5,953 Shares 61,674 Est. Cost $93.83 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $5,790 Shares 43,112 Est. Cost $102.06 Unrealized +35.0%
DFAS DIMENSIONAL ETF TRUST 1.3%
Value ($000) $5,701 Shares 87,603 Est. Cost $62.34 Unrealized
QUAL ISHARES TR 1.3%
Value ($000) $5,351 Shares 30,047 Est. Cost $168.36 Unrealized
DGRO ISHARES TR 1.2%
Value ($000) $4,904 Shares 79,946 Est. Cost $58.06 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 1.0%
Value ($000) $4,162 Shares 76,631 Est. Cost $54.38 Unrealized
VTI VANGUARD INDEX FDS 1.0%
Value ($000) $4,033 Shares 13,915 Est. Cost $260.10 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.9%
Value ($000) $3,766 Shares 86,300 Est. Cost $42.23 Unrealized
BILS SPDR SER TR 0.8%
Value ($000) $3,555 Shares 35,854 Est. Cost $99.42 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $3,516 Shares 30,514 Est. Cost $110.56 Unrealized
IVW ISHARES TR 0.8%
Value ($000) $3,437 Shares 33,856 Est. Cost $84.44 Unrealized
FELC FIDELITY COVINGTON TRUST 0.8%
Value ($000) $3,417 Shares 103,779 Est. Cost $32.12 Unrealized
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $3,350 Shares 120,188 Est. Cost $44.04 Unrealized
BYLD ISHARES TR 0.8%
Value ($000) $3,348 Shares 151,046 Est. Cost $22.48 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $3,343 Shares 6,204 Est. Cost $443.15 Unrealized
MO ALTRIA GROUP INC 0.8%
Value ($000) $3,272 Shares 62,573 Est. Cost $37.00 Unrealized +31.9%
JPM JPMORGAN CHASE & CO. 0.8%
Value ($000) $3,200 Shares 13,350 Est. Cost $146.69 Unrealized +55.5%
FEX FIRST TR LRGE CP CORE ALPHA 0.7%
Value ($000) $3,077 Shares 29,502 Est. Cost $99.39 Unrealized
T AT&T INC 0.7%
Value ($000) $3,040 Shares 133,503 Est. Cost $12.95 Unrealized +66.1%
MOAT VANECK ETF TRUST 0.7%
Value ($000) $2,939 Shares 31,695 Est. Cost $90.42 Unrealized
SCHV SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,917 Shares 111,891 Est. Cost $41.70 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $2,870 Shares 16,380 Est. Cost $169.37 Unrealized
VBK VANGUARD INDEX FDS 0.7%
Value ($000) $2,818 Shares 10,063 Est. Cost $260.72 Unrealized
COWZ PACER FDS TR 0.6%
Value ($000) $2,748 Shares 48,659 Est. Cost $56.85 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $2,594 Shares 13,704 Est. Cost $133.93 Unrealized +30.0%
VOT VANGUARD INDEX FDS 0.6%
Value ($000) $2,566 Shares 10,112 Est. Cost $235.71 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,545 Shares 70,987 Est. Cost $35.84 Unrealized
CRM SALESFORCE INC 0.6%
Value ($000) $2,466 Shares 7,375 Est. Cost $224.29 Unrealized +41.2%
HD HOME DEPOT INC 0.6%
Value ($000) $2,456 Shares 6,314 Est. Cost $307.12 Unrealized +29.4%
LLY ELI LILLY & CO 0.6%
Value ($000) $2,418 Shares 3,132 Est. Cost $537.61 Unrealized +52.7%
SPYV SPDR SER TR 0.6%
Value ($000) $2,402 Shares 46,960 Est. Cost $49.82 Unrealized
SPYG SPDR SER TR 0.6%
Value ($000) $2,395 Shares 27,242 Est. Cost $78.07 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $2,316 Shares 37,168 Est. Cost $60.53 Unrealized
VOE VANGUARD INDEX FDS 0.5%
Value ($000) $2,289 Shares 14,149 Est. Cost $155.91 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $2,086 Shares 3,563 Est. Cost $319.31 Unrealized +83.1%
USB US BANCORP DEL 0.5%
Value ($000) $2,062 Shares 43,114 Est. Cost $32.50 Unrealized +43.5%
IEFA ISHARES TR 0.5%
Value ($000) $2,022 Shares 28,775 Est. Cost $74.02 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,980 Shares 11,812 Est. Cost $146.80 Unrealized +12.9%
RDVI FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,960 Shares 80,865 Est. Cost $24.50 Unrealized
OEF ISHARES TR 0.5%
Value ($000) $1,943 Shares 6,728 Est. Cost $247.41 Unrealized
GLDM WORLD GOLD TR 0.4%
Value ($000) $1,806 Shares 34,746 Est. Cost $52.04 Unrealized
F FORD MTR CO 0.4%
Value ($000) $1,794 Shares 181,260 Est. Cost $11.09 Unrealized -11.0%
CGCB CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $1,782 Shares 69,081 Est. Cost $26.85 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,755 Shares 3,470 Est. Cost $472.60 Unrealized +17.0%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,662 Shares 11,492 Est. Cost $152.82 Unrealized -2.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,661 Shares 15,444 Est. Cost $101.30 Unrealized +10.9%
RFG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $1,508 Shares 31,155 Est. Cost $50.70 Unrealized
PWR QUANTA SVCS INC 0.4%
Value ($000) $1,505 Shares 4,762 Est. Cost $213.99 Unrealized +50.1%
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $1,504 Shares 29,653 Est. Cost $50.87 Unrealized
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $1,501 Shares 2,360 Est. Cost $426.88 Unrealized +53.5%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,469 Shares 2,823 Est. Cost $532.18 Unrealized +2.9%
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $1,467 Shares 7,403 Est. Cost $200.68 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.3%
Value ($000) $1,441 Shares 41,195 Est. Cost $31.32 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $1,395 Shares 5,282 Est. Cost $249.58 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,391 Shares 5,999 Est. Cost $152.62 Unrealized +19.8%
V VISA INC 0.3%
Value ($000) $1,355 Shares 4,288 Est. Cost $239.26 Unrealized +24.7%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,349 Shares 12,111 Est. Cost $83.44 Unrealized +24.1%
GOOG ALPHABET INC 0.3%
Value ($000) $1,347 Shares 7,073 Est. Cost $135.07 Unrealized +30.1%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,342 Shares 5,772 Est. Cost $208.27 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,313 Shares 29,879 Est. Cost $29.26 Unrealized +46.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,295 Shares 4,468 Est. Cost $269.06 Unrealized +7.9%
VFLO VICTORY PORTFOLIOS II 0.3%
Value ($000) $1,252 Shares 36,726 Est. Cost $33.38 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,239 Shares 8,149 Est. Cost $165.55 Unrealized -5.4%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,214 Shares 3,451 Est. Cost $313.64 Unrealized +13.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,176 Shares 2,594 Est. Cost $405.33 Unrealized +13.9%
NOTV INOTIV INC 0.3%
Value ($000) $1,140 Shares 275,267 Est. Cost $4.25 Unrealized -29.1%
DIVB ISHARES TR 0.3%
Value ($000) $1,128 Shares 23,795 Est. Cost $48.34 Unrealized
DLN WISDOMTREE TR 0.3%
Value ($000) $1,104 Shares 14,191 Est. Cost $78.47 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $1,100 Shares 6,894 Est. Cost $141.31 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,092 Shares 1,863 Est. Cost $530.77 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,080 Shares 5,934 Est. Cost $177.56 Unrealized +6.4%
IEMG ISHARES INC 0.2%
Value ($000) $1,055 Shares 20,197 Est. Cost $51.76 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,028 Shares 5,784 Est. Cost $138.76 Unrealized +27.9%
WMT WALMART INC 0.2%
Value ($000) $1,019 Shares 11,283 Est. Cost $54.56 Unrealized +57.3%
MS MORGAN STANLEY 0.2%
Value ($000) $1,010 Shares 8,032 Est. Cost $83.46 Unrealized +43.2%
ABT ABBOTT LABS 0.2%
Value ($000) $996 Shares 8,809 Est. Cost $102.59 Unrealized +10.5%
IOO ISHARES TR 0.2%
Value ($000) $933 Shares 9,254 Est. Cost $90.08 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $925 Shares 5,676 Est. Cost $177.07 Unrealized -0.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $898 Shares 980 Est. Cost $595.08 Unrealized +55.0%
MRK MERCK & CO INC 0.2%
Value ($000) $851 Shares 8,559 Est. Cost $99.84 Unrealized -1.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $825 Shares 11,509 Est. Cost $68.30 Unrealized +9.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $821 Shares 13,865 Est. Cost $50.30 Unrealized +10.1%
ASML ASML HOLDING N V 0.2%
Value ($000) $820 Shares 1,183 Est. Cost $935.98 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $815 Shares 8,961 Est. Cost $72.95 Unrealized +27.6%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $813 Shares 478 Est. Cost $1947.25 Unrealized 0.0%
AMGN AMGEN INC 0.2%
Value ($000) $812 Shares 3,117 Est. Cost $243.45 Unrealized +17.5%
AGG ISHARES TR 0.2%
Value ($000) $807 Shares 8,327 Est. Cost $97.83 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $798 Shares 1,356 Est. Cost $529.61 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.2%
Value ($000) $795 Shares 19,737 Est. Cost $36.05 Unrealized
IFRA ISHARES TR 0.2%
Value ($000) $785 Shares 16,965 Est. Cost $43.54 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $780 Shares 1,899 Est. Cost $379.33 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $765 Shares 2,000 Est. Cost $322.30 Unrealized +1.3%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $759 Shares 10,509 Est. Cost $74.98 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $752 Shares 9,131 Est. Cost $64.87 Unrealized +30.3%
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $711 Shares 20,566 Est. Cost $32.00 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $710 Shares 670 Est. Cost $152.22 Unrealized +33.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $710 Shares 3,787 Est. Cost $158.88 Unrealized +21.6%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $709 Shares 3,677 Est. Cost $124.43 Unrealized +52.1%
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $701 Shares 3,123 Est. Cost $183.89 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $693 Shares 35,386 Est. Cost $15.73 Unrealized
EQRR PROSHARES TR 0.2%
Value ($000) $674 Shares 11,881 Est. Cost $60.70 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $674 Shares 3,907 Est. Cost $99.65 Unrealized +69.4%
RTX RTX CORPORATION 0.2%
Value ($000) $671 Shares 5,800 Est. Cost $86.02 Unrealized +37.5%
ORCL ORACLE CORP 0.2%
Value ($000) $665 Shares 3,993 Est. Cost $113.80 Unrealized +54.5%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $664 Shares 1,272 Est. Cost $333.05 Unrealized +56.4%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $659 Shares 15,586 Est. Cost $27.63 Unrealized +55.4%
ETN EATON CORP PLC 0.2%
Value ($000) $647 Shares 1,949 Est. Cost $291.98 Unrealized +18.9%
VNT VONTIER CORPORATION 0.1%
Value ($000) $625 Shares 17,139 Est. Cost $32.84 Unrealized +12.4%
IMCG ISHARES TR 0.1%
Value ($000) $620 Shares 8,209 Est. Cost $70.92 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $613 Shares 2,714 Est. Cost $173.92 Unrealized +17.1%
LIN LINDE PLC 0.1%
Value ($000) $603 Shares 1,440 Est. Cost $371.11 Unrealized +20.9%
VHT VANGUARD WORLD FD 0.1%
Value ($000) $599 Shares 2,361 Est. Cost $250.74 Unrealized
MDYG SPDR SER TR 0.1%
Value ($000) $595 Shares 6,849 Est. Cost $87.28 Unrealized
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $595 Shares 15,788 Est. Cost $43.48 Unrealized -3.9%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $586 Shares 8,436 Est. Cost $54.09 Unrealized +28.2%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $584 Shares 2,851 Est. Cost $233.75 Unrealized -13.6%
MDYV SPDR SER TR 0.1%
Value ($000) $582 Shares 7,261 Est. Cost $76.03 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $581 Shares 4,807 Est. Cost $137.58 Unrealized +4.6%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $580 Shares 2,964 Est. Cost $185.68 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.1%
Value ($000) $568 Shares 5,621 Est. Cost $93.23 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $557 Shares 2,258 Est. Cost $216.05 Unrealized +21.1%
SPGM SPDR INDEX SHS FDS 0.1%
Value ($000) $555 Shares 8,765 Est. Cost $61.70 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $552 Shares 7,671 Est. Cost $29.27 Unrealized +30.3%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $547 Shares 2,281 Est. Cost $120.60 Unrealized +92.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $537 Shares 1,811 Est. Cost $158.88 Unrealized +78.5%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $532 Shares 19,203 Est. Cost $44.34 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $526 Shares 7,038 Est. Cost $75.40 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $507 Shares 1,313 Est. Cost $278.78 Unrealized +39.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $505 Shares 9,526 Est. Cost $54.40 Unrealized +1.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $484 Shares 2,397 Est. Cost $156.02 Unrealized +35.3%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $483 Shares 3,512 Est. Cost $147.73 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $479 Shares 1,373 Est. Cost $228.57 Unrealized +50.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $475 Shares 977 Est. Cost $415.28 Unrealized +26.9%
IGIB ISHARES TR 0.1%
Value ($000) $462 Shares 8,962 Est. Cost $52.27 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $455 Shares 4,226 Est. Cost $89.17 Unrealized +22.0%
JPSE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $447 Shares 9,556 Est. Cost $45.20 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $444 Shares 2,020 Est. Cost $134.95 Unrealized +60.3%
FLS FLOWSERVE CORP 0.1%
Value ($000) $412 Shares 7,164 Est. Cost $41.83 Unrealized +34.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $411 Shares 2,835 Est. Cost $145.75 Unrealized -0.2%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $410 Shares 3,056 Est. Cost $125.42 Unrealized +8.4%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $402 Shares 6,330 Est. Cost $57.03 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $401 Shares 3,463 Est. Cost $113.38 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $396 Shares 19,749 Est. Cost $34.57 Unrealized -34.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $382 Shares 4,475 Est. Cost $64.12 Unrealized +30.8%
ISHARES TR 0.1%
Value ($000) $382 Shares 15,240 Est. Cost $24.83 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $378 Shares 15,115 Est. Cost $25.33 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $376 Shares 1,704 Est. Cost $147.28 Unrealized +51.7%
FNF FIDELITY NATIONAL FINANCIAL 0.1%
Value ($000) $376 Shares 6,698 Est. Cost $35.34 Unrealized +57.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $374 Shares 6,621 Est. Cost $54.35 Unrealized -3.2%
SYK STRYKER CORPORATION 0.1%
Value ($000) $374 Shares 1,039 Est. Cost $285.69 Unrealized +28.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $373 Shares 3,096 Est. Cost $120.59 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $371 Shares 93,971 Est. Cost $4.81 Unrealized
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $361 Shares 23,893 Est. Cost $10.28 Unrealized +38.1%
GLD SPDR GOLD TR 0.1%
Value ($000) $360 Shares 1,487 Est. Cost $171.45 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $360 Shares 2,215 Est. Cost $124.04 Unrealized +26.9%
DVY ISHARES TR 0.1%
Value ($000) $359 Shares 2,738 Est. Cost $116.96 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $358 Shares 1,297 Est. Cost $284.76 Unrealized +9.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $346 Shares 4,336 Est. Cost $77.20 Unrealized +8.6%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $345 Shares 4,427 Est. Cost $77.69 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $345 Shares 1,249 Est. Cost $196.80 Unrealized +43.0%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $345 Shares 1,355 Est. Cost $244.15 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $345 Shares 9,285 Est. Cost $39.67 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $344 Shares 1,883 Est. Cost $183.33 Unrealized +13.6%
WAT WATERS CORP 0.1%
Value ($000) $334 Shares 900 Est. Cost $276.34 Unrealized +32.4%
URI UNITED RENTALS INC 0.1%
Value ($000) $333 Shares 473 Est. Cost $804.87 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $331 Shares 2,569 Est. Cost $150.56 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $330 Shares 1,553 Est. Cost $182.44 Unrealized +18.8%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $326 Shares 10,600 Est. Cost $30.49 Unrealized +0.5%
VAW VANGUARD WORLD FD 0.1%
Value ($000) $325 Shares 1,729 Est. Cost $204.43 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $324 Shares 548 Est. Cost $669.41 Unrealized +7.1%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $322 Shares 9,590 Est. Cost $30.45 Unrealized +2.0%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $320 Shares 4,186 Est. Cost $76.38 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $320 Shares 3,489 Est. Cost $92.52 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $320 Shares 7,121 Est. Cost $64.70 Unrealized -17.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $317 Shares 745 Est. Cost $391.13 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $317 Shares 10,101 Est. Cost $29.18 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $308 Shares 5,212 Est. Cost $55.61 Unrealized
IBTH ISHARES TR 0.1%
Value ($000) $306 Shares 13,800 Est. Cost $22.16 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $306 Shares 3,309 Est. Cost $94.75 Unrealized
IBTI ISHARES TR 0.1%
Value ($000) $302 Shares 13,800 Est. Cost $21.93 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $298 Shares 2,256 Est. Cost $131.24 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $295 Shares 2,065 Est. Cost $167.65 Unrealized +5.6%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $292 Shares 10,670 Est. Cost $15.26 Unrealized +63.1%
REGL PROSHARES TR 0.1%
Value ($000) $292 Shares 3,624 Est. Cost $78.55 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $292 Shares 4,960 Est. Cost $60.66 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value ($000) $290 Shares 2,100 Est. Cost $84.10 Unrealized +63.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $286 Shares 2,132 Est. Cost $125.57 Unrealized +5.3%
KO COCA COLA CO 0.1%
Value ($000) $284 Shares 4,564 Est. Cost $56.65 Unrealized +11.4%
ABRDN LIFE SCIENCES INVESTOR 0.1%
Value ($000) $282 Shares 21,512 Est. Cost $13.63 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $280 Shares 1,998 Est. Cost $112.19 Unrealized +22.4%
FDX FEDEX CORP 0.1%
Value ($000) $279 Shares 992 Est. Cost $246.70 Unrealized +10.1%
TGT TARGET CORP 0.1%
Value ($000) $279 Shares 2,061 Est. Cost $116.39 Unrealized +17.4%
MMM 3M CO 0.1%
Value ($000) $275 Shares 2,132 Est. Cost $79.51 Unrealized +61.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $263 Shares 1,120 Est. Cost $205.00 Unrealized +21.2%
IWP ISHARES TR 0.1%
Value ($000) $262 Shares 2,066 Est. Cost $114.14 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $262 Shares 4,804 Est. Cost $54.94 Unrealized
APLS APELLIS PHARMACEUTICALS INC 0.1%
Value ($000) $260 Shares 8,151 Est. Cost $45.27 Unrealized -33.6%
GE GE AEROSPACE 0.1%
Value ($000) $258 Shares 1,545 Est. Cost $123.45 Unrealized +43.5%
FXR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $255 Shares 3,407 Est. Cost $72.96 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $253 Shares 5,970 Est. Cost $32.64 Unrealized +20.1%
SMDV PROSHARES TR 0.1%
Value ($000) $250 Shares 3,699 Est. Cost $64.01 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $250 Shares 10,390 Est. Cost $24.26 Unrealized
UNM UNUM GROUP 0.1%
Value ($000) $246 Shares 3,369 Est. Cost $54.30 Unrealized +27.0%
PFE PFIZER INC 0.1%
Value ($000) $245 Shares 9,232 Est. Cost $30.22 Unrealized -16.9%
RMD RESMED INC 0.1%
Value ($000) $245 Shares 1,071 Est. Cost $180.56 Unrealized +32.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $244 Shares 1,234 Est. Cost $141.34 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $243 Shares 5,023 Est. Cost $50.57 Unrealized
BA BOEING CO 0.1%
Value ($000) $241 Shares 1,362 Est. Cost $215.02 Unrealized -27.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $240 Shares 1,936 Est. Cost $91.16 Unrealized +30.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $238 Shares 2,830 Est. Cost $97.08 Unrealized +4.3%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $233 Shares 6,147 Est. Cost $62.97 Unrealized -32.5%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $233 Shares 500 Est. Cost $472.88 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $227 Shares 2,458 Est. Cost $73.07 Unrealized +19.1%
FLOT ISHARES TR 0.1%
Value ($000) $226 Shares 4,450 Est. Cost $51.06 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $226 Shares 2,123 Est. Cost $97.26 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $224 Shares 759 Est. Cost $251.72 Unrealized +17.4%
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $223 Shares 12,551 Est. Cost $19.95 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $220 Shares 385 Est. Cost $544.86 Unrealized 0.0%
HUBB HUBBELL INC 0.1%
Value ($000) $220 Shares 525 Est. Cost $377.50 Unrealized +16.5%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $219 Shares 3,828 Est. Cost $52.87 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $218 Shares 2,500 Est. Cost $94.62 Unrealized
QGRW WISDOMTREE TR 0.1%
Value ($000) $217 Shares 4,413 Est. Cost $49.26 Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $212 Shares 4,250 Est. Cost $49.86 Unrealized
ALLSPRING INCOME OPPORTUNIT 0.0%
Value ($000) $211 Shares 30,661 Est. Cost $6.50 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $211 Shares 1,375 Est. Cost $112.70 Unrealized +41.5%
CAT CATERPILLAR INC 0.0%
Value ($000) $211 Shares 582 Est. Cost $338.69 Unrealized +12.7%
ARKK ARK ETF TR 0.0%
Value ($000) $210 Shares 3,701 Est. Cost $56.77 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $209 Shares 2,763 Est. Cost $121.03 Unrealized -36.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $205 Shares 809 Est. Cost $237.29 Unrealized +8.4%
NET CLOUDFLARE INC 0.0%
Value ($000) $205 Shares 1,901 Est. Cost $97.70 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $145 Shares 17,735 Est. Cost $8.16 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $125 Shares 14,437 Est. Cost $15.63 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $116 Shares 23,845 Est. Cost $4.94 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $112 Shares 45,768 Est. Cost $2.60 Unrealized +10.5%
IVR INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $106 Shares 13,213 Est. Cost $9.68 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $95 Shares 10,182 Est. Cost $24.97 Unrealized
FIRST TR SPECIALTY FIN & FIN 0.0%
Value ($000) $57 Shares 13,500 Est. Cost $3.77 Unrealized
NEUBERGER BERMAN REAL ESTATE 0.0%
Value ($000) $45 Shares 12,760 Est. Cost $3.34 Unrealized
VIRTUS CONVERTIBLE & INC FD 0.0%
Value ($000) $45 Shares 14,352 Est. Cost $2.99 Unrealized
GLOBALSTAR INC 0.0%
Value ($000) $41 Shares 20,000 Est. Cost $1.94 Unrealized
TGB TASEKO MINES LTD 0.0%
Value ($000) $19 Shares 10,000 Est. Cost $1.57 Unrealized +40.4%