Institute for Wealth Management, LLC. Diversified Active

CIK: 0001533954 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 21, 2025

Total Value ($000): $779,433 (100.0% shares, 0.0% debt)

Holdings (526)

NVDA NVIDIA CORPORATION 11.1%
Value ($000) $86,220 Shares 795,538 Est. Cost $92.64 Unrealized +36.8%
AAPL APPLE INC 3.6%
Value ($000) $28,361 Shares 127,676 Est. Cost $93.56 Unrealized +146.7%
MSFT MICROSOFT CORP 2.4%
Value ($000) $18,777 Shares 50,019 Est. Cost $138.24 Unrealized +193.0%
AMZN AMAZON COM INC 2.4%
Value ($000) $18,399 Shares 96,706 Est. Cost $128.01 Unrealized +69.5%
QQQ INVESCO QQQ TR 1.5%
Value ($000) $12,018 Shares 25,630 Est. Cost $348.05 Unrealized
META META PLATFORMS INC 1.5%
Value ($000) $11,849 Shares 20,559 Est. Cost $174.84 Unrealized +267.9%
AXON AXON ENTERPRISE INC 1.4%
Value ($000) $10,848 Shares 20,626 Est. Cost $25.21 Unrealized +2221.5%
GOOGL ALPHABET INC 1.2%
Value ($000) $9,008 Shares 58,248 Est. Cost $106.01 Unrealized +70.5%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $8,987 Shares 9,502 Est. Cost $237.07 Unrealized +309.4%
SBUX STARBUCKS CORP 1.0%
Value ($000) $7,640 Shares 77,892 Est. Cost $60.56 Unrealized +66.8%
TSLA TESLA INC 0.9%
Value ($000) $7,033 Shares 27,139 Est. Cost $210.46 Unrealized +58.4%
ADBE ADOBE INC 0.9%
Value ($000) $6,883 Shares 17,947 Est. Cost $154.74 Unrealized +177.1%
VTWG VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $6,335 Shares 33,993 Est. Cost $186.55 Unrealized
SPYX SPDR SER TR 0.8%
Value ($000) $6,156 Shares 134,556 Est. Cost $49.59 Unrealized
ESGU ISHARES TR 0.8%
Value ($000) $6,135 Shares 50,322 Est. Cost $90.70 Unrealized
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $6,050 Shares 241,612 Est. Cost $40.66 Unrealized
VTWV VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $5,855 Shares 43,992 Est. Cost $131.88 Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value ($000) $5,651 Shares 43,116 Est. Cost $80.82 Unrealized
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $5,623 Shares 10,294 Est. Cost $206.10 Unrealized +186.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $5,574 Shares 10,465 Est. Cost $243.97 Unrealized +99.3%
XMMO INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $5,501 Shares 48,356 Est. Cost $45.15 Unrealized
FTNT FORTINET INC 0.7%
Value ($000) $5,456 Shares 56,678 Est. Cost $51.90 Unrealized +95.4%
USMV ISHARES TR 0.7%
Value ($000) $5,441 Shares 58,096 Est. Cost $92.67 Unrealized
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $5,365 Shares 107,704 Est. Cost $28.43 Unrealized
LRCX LAM RESEARCH CORP 0.7%
Value ($000) $5,359 Shares 73,713 Est. Cost $78.11 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $5,299 Shares 29,487 Est. Cost $88.61 Unrealized +105.7%
URI UNITED RENTALS INC 0.7%
Value ($000) $5,258 Shares 8,391 Est. Cost $178.41 Unrealized +282.4%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $5,256 Shares 9,590 Est. Cost $231.89 Unrealized +133.7%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $5,132 Shares 9,175 Est. Cost $536.62 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $5,092 Shares 6,166 Est. Cost $149.13 Unrealized +454.4%
SHV ISHARES TR 0.6%
Value ($000) $4,771 Shares 43,188 Est. Cost $110.42 Unrealized
V VISA INC 0.6%
Value ($000) $4,767 Shares 13,602 Est. Cost $120.50 Unrealized +179.1%
DIS DISNEY WALT CO 0.6%
Value ($000) $4,681 Shares 47,422 Est. Cost $108.61 Unrealized -2.1%
PDP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $4,659 Shares 46,597 Est. Cost $48.47 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $4,418 Shares 21,399 Est. Cost $67.38 Unrealized
AVGO BROADCOM INC 0.5%
Value ($000) $4,070 Shares 24,310 Est. Cost $144.92 Unrealized +44.8%
ABBV ABBVIE INC 0.5%
Value ($000) $4,034 Shares 19,255 Est. Cost $60.46 Unrealized +213.2%
SMH VANECK ETF TRUST 0.5%
Value ($000) $4,017 Shares 18,997 Est. Cost $167.37 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $3,995 Shares 4,284 Est. Cost $32.82 Unrealized +189.7%
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $3,899 Shares 15,897 Est. Cost $101.38 Unrealized +147.5%
AMGN AMGEN INC 0.5%
Value ($000) $3,787 Shares 12,155 Est. Cost $143.08 Unrealized +100.8%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $3,657 Shares 9,863 Est. Cost $170.71 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.5%
Value ($000) $3,580 Shares 28,934 Est. Cost $42.55 Unrealized +165.4%
XLG INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $3,541 Shares 76,939 Est. Cost $48.73 Unrealized
BA BOEING CO 0.4%
Value ($000) $3,439 Shares 20,167 Est. Cost $185.82 Unrealized -6.9%
BAC BANK AMERICA CORP 0.4%
Value ($000) $3,331 Shares 79,817 Est. Cost $21.35 Unrealized +104.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $3,194 Shares 4 Est. Cost $729330.75 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $3,177 Shares 30,918 Est. Cost $93.26 Unrealized +19.2%
PWB INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $3,061 Shares 31,875 Est. Cost $41.46 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $3,001 Shares 12,311 Est. Cost $170.39 Unrealized +48.8%
DSI ISHARES TR 0.4%
Value ($000) $2,993 Shares 29,226 Est. Cost $90.85 Unrealized
IWV ISHARES TR 0.4%
Value ($000) $2,974 Shares 9,363 Est. Cost $199.63 Unrealized
AMAT APPLIED MATLS INC 0.4%
Value ($000) $2,867 Shares 19,756 Est. Cost $41.98 Unrealized +296.9%
BMVP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,843 Shares 59,605 Est. Cost $53.93 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $2,773 Shares 10,332 Est. Cost $177.66 Unrealized +73.9%
ORCL ORACLE CORP 0.3%
Value ($000) $2,709 Shares 19,380 Est. Cost $61.01 Unrealized +164.8%
QUAL ISHARES TR 0.3%
Value ($000) $2,708 Shares 15,849 Est. Cost $99.57 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $2,697 Shares 59,596 Est. Cost $44.21 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $2,692 Shares 16,768 Est. Cost $151.31 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $2,668 Shares 17,075 Est. Cost $108.98 Unrealized +67.4%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,667 Shares 28,538 Est. Cost $59.92 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $2,603 Shares 15,253 Est. Cost $130.48 Unrealized +41.7%
IEV ISHARES TR 0.3%
Value ($000) $2,583 Shares 44,379 Est. Cost $46.00 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $2,583 Shares 9,599 Est. Cost $84.71 Unrealized +245.2%
IWM ISHARES TR 0.3%
Value ($000) $2,563 Shares 12,847 Est. Cost $197.30 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $2,542 Shares 3,193 Est. Cost $78.79 Unrealized +144.6%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,513 Shares 38,519 Est. Cost $56.84 Unrealized +36.7%
PRF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $2,498 Shares 61,814 Est. Cost $45.83 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $2,479 Shares 26,702 Est. Cost $92.98 Unrealized
CME CME GROUP INC 0.3%
Value ($000) $2,461 Shares 9,275 Est. Cost $146.88 Unrealized +65.0%
BXSL BLACKSTONE SECD LENDING FD 0.3%
Value ($000) $2,430 Shares 75,080 Est. Cost $23.20 Unrealized +27.8%
BX BLACKSTONE INC 0.3%
Value ($000) $2,420 Shares 17,313 Est. Cost $48.38 Unrealized +227.0%
QYLD GLOBAL X FDS 0.3%
Value ($000) $2,402 Shares 144,433 Est. Cost $17.21 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $2,397 Shares 10,278 Est. Cost $109.33 Unrealized +121.4%
RYLD GLOBAL X FDS 0.3%
Value ($000) $2,392 Shares 158,405 Est. Cost $17.77 Unrealized
EFAX SPDR INDEX SHS FDS 0.3%
Value ($000) $2,381 Shares 55,435 Est. Cost $49.71 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.3%
Value ($000) $2,350 Shares 16,030 Est. Cost $124.21 Unrealized +35.5%
EEM ISHARES TR 0.3%
Value ($000) $2,293 Shares 52,475 Est. Cost $45.18 Unrealized
DE DEERE & CO 0.3%
Value ($000) $2,254 Shares 4,802 Est. Cost $198.68 Unrealized +132.3%
IWC ISHARES TR 0.3%
Value ($000) $2,238 Shares 20,181 Est. Cost $114.78 Unrealized
GE GE AEROSPACE 0.3%
Value ($000) $2,212 Shares 11,054 Est. Cost $61.47 Unrealized +218.4%
VKTX VIKING THERAPEUTICS INC 0.3%
Value ($000) $2,182 Shares 90,337 Est. Cost $51.84 Unrealized -39.0%
WM WASTE MGMT INC DEL 0.3%
Value ($000) $2,077 Shares 8,972 Est. Cost $86.26 Unrealized +153.2%
CSX CSX CORP 0.3%
Value ($000) $2,060 Shares 70,005 Est. Cost $27.64 Unrealized +13.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $2,026 Shares 13,187 Est. Cost $46.14 Unrealized +246.1%
ETN EATON CORP PLC 0.3%
Value ($000) $2,011 Shares 7,400 Est. Cost $82.29 Unrealized +274.9%
MS MORGAN STANLEY 0.3%
Value ($000) $1,999 Shares 17,134 Est. Cost $44.46 Unrealized +183.2%
RTX RTX CORPORATION 0.3%
Value ($000) $1,996 Shares 15,068 Est. Cost $55.20 Unrealized +126.0%
GM GENERAL MTRS CO 0.3%
Value ($000) $1,993 Shares 42,372 Est. Cost $38.14 Unrealized +28.0%
IVV ISHARES TR 0.3%
Value ($000) $1,983 Shares 3,529 Est. Cost $321.94 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,967 Shares 5,366 Est. Cost $183.70 Unrealized +107.3%
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,893 Shares 28,540 Est. Cost $28.74 Unrealized
XYLD GLOBAL X FDS 0.2%
Value ($000) $1,888 Shares 47,820 Est. Cost $40.54 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $1,876 Shares 26,713 Est. Cost $77.51 Unrealized -2.4%
XHB SPDR SER TR 0.2%
Value ($000) $1,857 Shares 19,167 Est. Cost $47.50 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,845 Shares 40,300 Est. Cost $24.70 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,840 Shares 11,093 Est. Cost $121.73 Unrealized +25.2%
WMT WALMART INC 0.2%
Value ($000) $1,820 Shares 20,735 Est. Cost $50.91 Unrealized +82.6%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,813 Shares 30,883 Est. Cost $61.91 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,801 Shares 391 Est. Cost $2059.23 Unrealized +130.6%
IHI ISHARES TR 0.2%
Value ($000) $1,794 Shares 29,813 Est. Cost $86.17 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,783 Shares 21,596 Est. Cost $79.48 Unrealized
VHT VANGUARD WORLD FD 0.2%
Value ($000) $1,777 Shares 6,711 Est. Cost $255.56 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,772 Shares 12,165 Est. Cost $47.95 Unrealized +202.7%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $1,707 Shares 33,592 Est. Cost $44.16 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,704 Shares 3,514 Est. Cost $179.47 Unrealized +159.7%
LNG CHENIERE ENERGY INC 0.2%
Value ($000) $1,653 Shares 7,142 Est. Cost $61.65 Unrealized +265.2%
MTN VAIL RESORTS INC 0.2%
Value ($000) $1,649 Shares 10,304 Est. Cost $241.03 Unrealized -31.0%
DELL DELL TECHNOLOGIES INC 0.2%
Value ($000) $1,637 Shares 17,962 Est. Cost $27.25 Unrealized +282.4%
H HYATT HOTELS CORP 0.2%
Value ($000) $1,632 Shares 13,323 Est. Cost $82.75 Unrealized +73.3%
KLAC KLA CORP 0.2%
Value ($000) $1,618 Shares 2,380 Est. Cost $244.35 Unrealized +192.6%
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,613 Shares 25,606 Est. Cost $54.98 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,583 Shares 3,023 Est. Cost $293.25 Unrealized +70.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,555 Shares 4,715 Est. Cost $131.20 Unrealized +168.3%
EOG EOG RES INC 0.2%
Value ($000) $1,554 Shares 12,116 Est. Cost $64.54 Unrealized +93.9%
JOET VIRTUS ETF TR II 0.2%
Value ($000) $1,476 Shares 40,372 Est. Cost $26.94 Unrealized
CI THE CIGNA GROUP 0.2%
Value ($000) $1,462 Shares 4,444 Est. Cost $179.79 Unrealized +64.5%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,450 Shares 5,485 Est. Cost $115.50 Unrealized +112.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,413 Shares 24,725 Est. Cost $54.76 Unrealized
JOE ST JOE CO 0.2%
Value ($000) $1,406 Shares 29,943 Est. Cost $47.19 Unrealized -0.8%
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,406 Shares 16,169 Est. Cost $50.08 Unrealized +52.1%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $1,402 Shares 760 Est. Cost $529.86 Unrealized +249.5%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $1,388 Shares 17,517 Est. Cost $80.90 Unrealized -6.0%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,387 Shares 12,800 Est. Cost $92.64 Unrealized +36.8%
KKR KKR & CO INC 0.2%
Value ($000) $1,385 Shares 11,980 Est. Cost $88.29 Unrealized +55.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,376 Shares 22,556 Est. Cost $45.73 Unrealized +21.3%
FISV FISERV INC 0.2%
Value ($000) $1,373 Shares 6,218 Est. Cost $109.77 Unrealized +99.4%
VFH VANGUARD WORLD FD 0.2%
Value ($000) $1,370 Shares 11,468 Est. Cost $82.17 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1,370 Shares 21,580 Est. Cost $82.90 Unrealized -13.1%
VOX VANGUARD WORLD FD 0.2%
Value ($000) $1,358 Shares 9,153 Est. Cost $104.74 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $1,358 Shares 2,504 Est. Cost $309.69 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,344 Shares 14,489 Est. Cost $92.79 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,342 Shares 21,393 Est. Cost $31.52 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,330 Shares 3,809 Est. Cost $244.94 Unrealized +42.1%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,329 Shares 14,682 Est. Cost $87.78 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,318 Shares 20,768 Est. Cost $47.20 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,276 Shares 4,643 Est. Cost $276.41 Unrealized
IT GARTNER INC 0.2%
Value ($000) $1,269 Shares 3,024 Est. Cost $194.92 Unrealized +152.8%
EWJ ISHARES INC 0.2%
Value ($000) $1,264 Shares 18,440 Est. Cost $61.54 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $1,256 Shares 17,686 Est. Cost $50.76 Unrealized +46.8%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,242 Shares 2,855 Est. Cost $257.33 Unrealized +53.2%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $1,239 Shares 2,502 Est. Cost $301.72 Unrealized +83.3%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,235 Shares 7,248 Est. Cost $92.60 Unrealized +77.0%
PHM PULTE GROUP INC 0.2%
Value ($000) $1,220 Shares 11,870 Est. Cost $36.30 Unrealized +195.3%
CSD INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,217 Shares 16,225 Est. Cost $42.37 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,213 Shares 5,093 Est. Cost $113.47 Unrealized +137.4%
XYZ BLOCK INC 0.2%
Value ($000) $1,208 Shares 22,237 Est. Cost $93.45 Unrealized -20.1%
ESGE ISHARES INC 0.2%
Value ($000) $1,207 Shares 34,541 Est. Cost $36.67 Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $1,197 Shares 9,225 Est. Cost $21.94 Unrealized +477.6%
BBH VANECK ETF TRUST 0.2%
Value ($000) $1,193 Shares 7,581 Est. Cost $132.95 Unrealized
VCR VANGUARD WORLD FD 0.2%
Value ($000) $1,192 Shares 3,661 Est. Cost $239.14 Unrealized
HESS CORP 0.2%
Value ($000) $1,189 Shares 7,442 Est. Cost $43.19 Unrealized
T AT&T INC 0.2%
Value ($000) $1,182 Shares 41,790 Est. Cost $15.17 Unrealized +60.5%
UNP UNION PAC CORP 0.2%
Value ($000) $1,178 Shares 4,988 Est. Cost $156.10 Unrealized +50.9%
EFG ISHARES TR 0.2%
Value ($000) $1,169 Shares 11,692 Est. Cost $87.20 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $1,167 Shares 18,960 Est. Cost $58.98 Unrealized +64.0%
ITOT ISHARES TR 0.1%
Value ($000) $1,162 Shares 9,521 Est. Cost $90.79 Unrealized
EBAY EBAY INC. 0.1%
Value ($000) $1,154 Shares 17,041 Est. Cost $31.22 Unrealized +110.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,152 Shares 2,578 Est. Cost $282.21 Unrealized +58.8%
CTAS CINTAS CORP 0.1%
Value ($000) $1,143 Shares 5,560 Est. Cost $183.36 Unrealized +7.9%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,136 Shares 6,098 Est. Cost $147.18 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $1,134 Shares 8,578 Est. Cost $139.91 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $1,125 Shares 22,791 Est. Cost $55.55 Unrealized -13.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,117 Shares 18,100 Est. Cost $39.00 Unrealized +54.1%
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,115 Shares 12,868 Est. Cost $66.89 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,107 Shares 5,227 Est. Cost $128.01 Unrealized +55.0%
LEN LENNAR CORP 0.1%
Value ($000) $1,106 Shares 9,636 Est. Cost $49.83 Unrealized +147.1%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,099 Shares 24,646 Est. Cost $35.07 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $1,099 Shares 15,826 Est. Cost $84.07 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,090 Shares 10,380 Est. Cost $62.85 Unrealized +54.0%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1,083 Shares 4,428 Est. Cost $229.56 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,070 Shares 29,001 Est. Cost $34.58 Unrealized +1.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,062 Shares 9,659 Est. Cost $98.26 Unrealized +14.7%
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,053 Shares 17,625 Est. Cost $59.54 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,043 Shares 7,861 Est. Cost $80.99 Unrealized +54.9%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $1,043 Shares 7,613 Est. Cost $151.84 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,039 Shares 5,356 Est. Cost $120.12 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $1,033 Shares 10,819 Est. Cost $64.45 Unrealized +69.1%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $1,025 Shares 2,255 Est. Cost $339.94 Unrealized +32.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,021 Shares 3,268 Est. Cost $163.56 Unrealized +79.1%
MSCI MSCI INC 0.1%
Value ($000) $1,005 Shares 1,777 Est. Cost $458.12 Unrealized +25.5%
XNTK SPDR SER TR 0.1%
Value ($000) $999 Shares 5,210 Est. Cost $59.78 Unrealized
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $997 Shares 14,787 Est. Cost $49.94 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $996 Shares 8,915 Est. Cost $64.78 Unrealized +68.2%
PID INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $982 Shares 51,484 Est. Cost $14.16 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $978 Shares 3,395 Est. Cost $216.01 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $978 Shares 8,463 Est. Cost $119.39 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $968 Shares 4,900 Est. Cost $120.66 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $961 Shares 8,756 Est. Cost $77.02 Unrealized
FFIV F5 INC 0.1%
Value ($000) $948 Shares 3,562 Est. Cost $156.44 Unrealized +78.7%
DXJ WISDOMTREE TR 0.1%
Value ($000) $941 Shares 8,537 Est. Cost $52.00 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $937 Shares 17,130 Est. Cost $70.77 Unrealized +27.8%
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $935 Shares 46,765 Est. Cost $19.95 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $935 Shares 7,675 Est. Cost $47.82 Unrealized +151.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $931 Shares 20,526 Est. Cost $34.10 Unrealized +16.1%
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $922 Shares 13,135 Est. Cost $54.97 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $919 Shares 7,444 Est. Cost $76.98 Unrealized +54.9%
INTU INTUIT 0.1%
Value ($000) $915 Shares 1,490 Est. Cost $345.94 Unrealized +72.7%
UHAL/B U HAUL HOLDING COMPANY 0.1%
Value ($000) $908 Shares 15,346 Est. Cost $58.13 Unrealized +7.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $908 Shares 3,651 Est. Cost $101.25 Unrealized +136.5%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $885 Shares 2,561 Est. Cost $125.92 Unrealized +153.6%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $884 Shares 26,804 Est. Cost $31.95 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $883 Shares 11,285 Est. Cost $54.93 Unrealized +41.4%
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $870 Shares 14,613 Est. Cost $33.11 Unrealized
NET CLOUDFLARE INC 0.1%
Value ($000) $866 Shares 7,681 Est. Cost $73.29 Unrealized +80.9%
DTD WISDOMTREE TR 0.1%
Value ($000) $865 Shares 11,242 Est. Cost $75.92 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $851 Shares 14,975 Est. Cost $55.13 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $851 Shares 30,434 Est. Cost $40.81 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $850 Shares 22,440 Est. Cost $49.33 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $847 Shares 8,777 Est. Cost $83.91 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $845 Shares 1,814 Est. Cost $333.81 Unrealized +43.4%
MRK MERCK & CO INC 0.1%
Value ($000) $843 Shares 9,395 Est. Cost $62.09 Unrealized +45.1%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $837 Shares 2,709 Est. Cost $264.94 Unrealized
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $835 Shares 8,679 Est. Cost $72.65 Unrealized +27.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $834 Shares 2,674 Est. Cost $238.21 Unrealized +46.7%
AOR ISHARES TR 0.1%
Value ($000) $831 Shares 14,434 Est. Cost $54.94 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $820 Shares 7,317 Est. Cost $53.26 Unrealized +88.8%
MET METLIFE INC 0.1%
Value ($000) $820 Shares 10,209 Est. Cost $50.57 Unrealized +60.5%
MSGS MADISON SQUARE GRDN SPRT COR 0.1%
Value ($000) $817 Shares 4,195 Est. Cost $189.47 Unrealized +9.0%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $815 Shares 5,578 Est. Cost $192.82 Unrealized -12.0%
MCK MCKESSON CORP 0.1%
Value ($000) $815 Shares 1,211 Est. Cost $216.68 Unrealized +184.2%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $814 Shares 6,274 Est. Cost $76.91 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value ($000) $813 Shares 1,599 Est. Cost $369.70 Unrealized +37.3%
GRNY TIDAL ETF TR 0.1%
Value ($000) $804 Shares 44,245 Est. Cost $18.18 Unrealized
CENTRAL SECS CORP 0.1%
Value ($000) $800 Shares 17,791 Est. Cost $28.65 Unrealized
IHE ISHARES TR 0.1%
Value ($000) $796 Shares 11,283 Est. Cost $106.78 Unrealized
XBI SPDR SER TR 0.1%
Value ($000) $785 Shares 9,676 Est. Cost $85.32 Unrealized
JHMD JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $779 Shares 22,303 Est. Cost $28.73 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $778 Shares 2,549 Est. Cost $158.10 Unrealized +120.2%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $778 Shares 10,590 Est. Cost $81.41 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $773 Shares 1,503 Est. Cost $400.00 Unrealized
EZM WISDOMTREE TR 0.1%
Value ($000) $762 Shares 12,790 Est. Cost $40.00 Unrealized
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $757 Shares 22,807 Est. Cost $24.72 Unrealized +66.2%
RBLX ROBLOX CORP 0.1%
Value ($000) $757 Shares 12,989 Est. Cost $37.18 Unrealized +69.0%
KO COCA COLA CO 0.1%
Value ($000) $752 Shares 10,499 Est. Cost $47.47 Unrealized +36.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $750 Shares 6,310 Est. Cost $67.32 Unrealized +59.3%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $750 Shares 2,035 Est. Cost $345.33 Unrealized +3.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $743 Shares 9,944 Est. Cost $27.67 Unrealized +15.3%
MTUM ISHARES TR 0.1%
Value ($000) $726 Shares 3,594 Est. Cost $110.08 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $724 Shares 2,311 Est. Cost $128.78 Unrealized +168.7%
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $717 Shares 10,538 Est. Cost $68.06 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $704 Shares 2,843 Est. Cost $172.16 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $677 Shares 4,234 Est. Cost $78.30 Unrealized +100.7%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $665 Shares 7,875 Est. Cost $19.01 Unrealized +362.0%
NULG NUSHARES ETF TR 0.1%
Value ($000) $663 Shares 8,476 Est. Cost $67.08 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $657 Shares 13,101 Est. Cost $50.04 Unrealized
VPU VANGUARD WORLD FD 0.1%
Value ($000) $650 Shares 3,803 Est. Cost $148.87 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $644 Shares 3,851 Est. Cost $92.61 Unrealized +62.5%
DOL WISDOMTREE TR 0.1%
Value ($000) $643 Shares 11,677 Est. Cost $46.93 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $642 Shares 3,130 Est. Cost $131.89 Unrealized +64.5%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $641 Shares 1,818 Est. Cost $293.57 Unrealized +29.8%
WYNN WYNN RESORTS LTD 0.1%
Value ($000) $638 Shares 7,641 Est. Cost $93.97 Unrealized -10.0%
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $634 Shares 4,773 Est. Cost $111.75 Unrealized +26.3%
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $628 Shares 12,197 Est. Cost $53.70 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $624 Shares 9,752 Est. Cost $107.62 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $616 Shares 2,015 Est. Cost $152.19 Unrealized +94.1%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $611 Shares 2,794 Est. Cost $188.65 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $608 Shares 7,698 Est. Cost $80.73 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $607 Shares 311 Est. Cost $1369.22 Unrealized +45.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $599 Shares 4,532 Est. Cost $76.31 Unrealized +69.5%
EPS WISDOMTREE TR 0.1%
Value ($000) $587 Shares 9,910 Est. Cost $33.60 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $587 Shares 9,331 Est. Cost $25.93 Unrealized +136.2%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $586 Shares 3,394 Est. Cost $127.07 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $580 Shares 22,884 Est. Cost $28.93 Unrealized -14.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $580 Shares 3,347 Est. Cost $113.36 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $576 Shares 2,781 Est. Cost $79.58 Unrealized +140.3%
AGGY WISDOMTREE TR 0.1%
Value ($000) $573 Shares 13,202 Est. Cost $44.15 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $570 Shares 5,704 Est. Cost $95.52 Unrealized
HQY HEALTHEQUITY INC 0.1%
Value ($000) $569 Shares 6,444 Est. Cost $80.02 Unrealized +28.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $564 Shares 7,849 Est. Cost $33.84 Unrealized +117.8%
IWD ISHARES TR 0.1%
Value ($000) $563 Shares 2,990 Est. Cost $151.17 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value ($000) $560 Shares 48,945 Est. Cost $10.25 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $554 Shares 3,298 Est. Cost $125.42 Unrealized +44.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $551 Shares 3,195 Est. Cost $108.68 Unrealized +49.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $550 Shares 3,768 Est. Cost $108.43 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $550 Shares 2,164 Est. Cost $88.17 Unrealized +227.4%
TMUS T-MOBILE US INC 0.1%
Value ($000) $548 Shares 2,055 Est. Cost $108.83 Unrealized +123.3%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $544 Shares 10,502 Est. Cost $56.28 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $542 Shares 2,384 Est. Cost $163.68 Unrealized +51.9%
IEFA ISHARES TR 0.1%
Value ($000) $540 Shares 7,144 Est. Cost $72.60 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $540 Shares 25,156 Est. Cost $15.81 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $538 Shares 849 Est. Cost $389.65 Unrealized +75.7%
XMVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $536 Shares 10,154 Est. Cost $27.57 Unrealized
ALK ALASKA AIR GROUP INC 0.1%
Value ($000) $530 Shares 10,759 Est. Cost $58.73 Unrealized +11.8%
LIBERTY ALL STAR EQUITY FD 0.1%
Value ($000) $515 Shares 78,696 Est. Cost $6.32 Unrealized
CALAMOS CONV OPPORTUNITIES & 0.1%
Value ($000) $515 Shares 53,689 Est. Cost $11.55 Unrealized
ELLSWORTH GROWTH & INCOME FD 0.1%
Value ($000) $512 Shares 56,370 Est. Cost $9.61 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $502 Shares 758 Est. Cost $621.41 Unrealized
APH AMPHENOL CORP NEW 0.1%
Value ($000) $502 Shares 7,647 Est. Cost $51.31 Unrealized +32.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $497 Shares 4,535 Est. Cost $56.45 Unrealized +110.4%
JETS ETF SER SOLUTIONS 0.1%
Value ($000) $496 Shares 23,868 Est. Cost $16.35 Unrealized
F FORD MTR CO 0.1%
Value ($000) $491 Shares 48,910 Est. Cost $6.74 Unrealized +37.0%
GLW CORNING INC 0.1%
Value ($000) $490 Shares 10,710 Est. Cost $27.70 Unrealized +75.3%
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $489 Shares 9,740 Est. Cost $24.54 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $486 Shares 4,069 Est. Cost $127.68 Unrealized +4.9%
MAS MASCO CORP 0.1%
Value ($000) $485 Shares 6,970 Est. Cost $32.85 Unrealized +124.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $484 Shares 6,638 Est. Cost $58.82 Unrealized +22.5%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $482 Shares 6,654 Est. Cost $68.82 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $479 Shares 1,829 Est. Cost $270.52 Unrealized +5.1%
GABELLI DIVID & INCOME TR 0.1%
Value ($000) $476 Shares 19,707 Est. Cost $21.83 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $475 Shares 4,345 Est. Cost $74.65 Unrealized +31.9%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $473 Shares 5,500 Est. Cost $61.32 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $470 Shares 3,643 Est. Cost $113.31 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.1%
Value ($000) $470 Shares 44,716 Est. Cost $11.46 Unrealized -1.2%
LIN LINDE PLC 0.1%
Value ($000) $469 Shares 1,008 Est. Cost $331.08 Unrealized +34.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $469 Shares 7,820 Est. Cost $42.21 Unrealized +20.9%
ERIC TELEFONAKTIEBOLAGET LM ERICS 0.1%
Value ($000) $468 Shares 60,275 Est. Cost $5.73 Unrealized
AAON AAON INC 0.1%
Value ($000) $463 Shares 5,929 Est. Cost $102.68 Unrealized 0.0%
IGV ISHARES TR 0.1%
Value ($000) $458 Shares 5,150 Est. Cost $133.33 Unrealized
FCN FTI CONSULTING INC 0.1%
Value ($000) $457 Shares 2,784 Est. Cost $179.74 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $456 Shares 917 Est. Cost $354.88 Unrealized +52.1%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $455 Shares 6,097 Est. Cost $67.72 Unrealized +8.7%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $455 Shares 15,549 Est. Cost $19.51 Unrealized +47.9%
GEN GEN DIGITAL INC 0.1%
Value ($000) $454 Shares 17,108 Est. Cost $18.82 Unrealized +43.4%
KEY KEYCORP 0.1%
Value ($000) $451 Shares 28,177 Est. Cost $12.04 Unrealized +35.0%
USB US BANCORP DEL 0.1%
Value ($000) $450 Shares 10,662 Est. Cost $37.32 Unrealized +18.4%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $449 Shares 1,069 Est. Cost $312.70 Unrealized
MSTR MICROSTRATEGY INC 0.1%
Value ($000) $449 Shares 1,557 Est. Cost $191.41 Unrealized +65.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $444 Shares 832 Est. Cost $403.17 Unrealized
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $438 Shares 11,301 Est. Cost $13.86 Unrealized +170.2%
RVTY REVVITY INC 0.1%
Value ($000) $435 Shares 4,108 Est. Cost $87.99 Unrealized +30.8%
JD JD.COM INC 0.1%
Value ($000) $433 Shares 10,537 Est. Cost $40.00 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $432 Shares 3,377 Est. Cost $117.60 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $430 Shares 1,459 Est. Cost $232.50 Unrealized +29.2%
NUE NUCOR CORP 0.1%
Value ($000) $428 Shares 3,556 Est. Cost $90.47 Unrealized +40.1%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $426 Shares 8,732 Est. Cost $53.84 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $424 Shares 8,371 Est. Cost $50.55 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $423 Shares 2,824 Est. Cost $98.25 Unrealized +46.0%
DON WISDOMTREE TR 0.1%
Value ($000) $420 Shares 8,478 Est. Cost $35.90 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $419 Shares 10,612 Est. Cost $47.08 Unrealized -22.0%
MMM 3M CO 0.1%
Value ($000) $419 Shares 2,856 Est. Cost $80.43 Unrealized +79.8%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $416 Shares 2,024 Est. Cost $102.36 Unrealized +127.9%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $415 Shares 10,552 Est. Cost $36.75 Unrealized
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $413 Shares 848 Est. Cost $448.22 Unrealized 0.0%
NVS NOVARTIS AG 0.1%
Value ($000) $412 Shares 3,698 Est. Cost $88.73 Unrealized
HYGV FLEXSHARES TR 0.1%
Value ($000) $412 Shares 10,199 Est. Cost $45.88 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $412 Shares 2,616 Est. Cost $86.00 Unrealized +64.7%
NUVEEN DOW 30 DYNMC OVERWRT 0.1%
Value ($000) $410 Shares 28,315 Est. Cost $16.52 Unrealized
CMPR CIMPRESS PLC 0.1%
Value ($000) $410 Shares 9,067 Est. Cost $56.20 Unrealized 0.0%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $409 Shares 5,066 Est. Cost $81.97 Unrealized
GGG GRACO INC 0.1%
Value ($000) $406 Shares 4,860 Est. Cost $81.27 Unrealized +2.7%
GPC GENUINE PARTS CO 0.1%
Value ($000) $405 Shares 3,398 Est. Cost $84.06 Unrealized +39.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $403 Shares 2,364 Est. Cost $90.37 Unrealized
DDOG DATADOG INC 0.1%
Value ($000) $402 Shares 4,055 Est. Cost $113.64 Unrealized +11.0%
DDS DILLARDS INC 0.1%
Value ($000) $401 Shares 1,121 Est. Cost $100.21 Unrealized +311.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $398 Shares 5,420 Est. Cost $54.99 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $395 Shares 4,550 Est. Cost $57.15 Unrealized +67.5%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $393 Shares 4,901 Est. Cost $41.76 Unrealized +95.4%
OKE ONEOK INC NEW 0.1%
Value ($000) $392 Shares 3,949 Est. Cost $57.97 Unrealized +63.8%
QLD PROSHARES TR 0.1%
Value ($000) $390 Shares 4,391 Est. Cost $81.37 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $389 Shares 1,063 Est. Cost $225.22 Unrealized +69.2%
RDN RADIAN GROUP INC 0.0%
Value ($000) $387 Shares 11,691 Est. Cost $16.09 Unrealized +97.1%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $385 Shares 12,504 Est. Cost $29.57 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $380 Shares 5,994 Est. Cost $17.13 Unrealized +283.9%
EME EMCOR GROUP INC 0.0%
Value ($000) $380 Shares 1,028 Est. Cost $431.82 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $380 Shares 1,745 Est. Cost $157.69 Unrealized +20.2%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $379 Shares 2,159 Est. Cost $94.07 Unrealized +94.9%
PARAMOUNT GLOBAL 0.0%
Value ($000) $379 Shares 31,682 Est. Cost $23.42 Unrealized
RRX REGAL REXNORD CORPORATION 0.0%
Value ($000) $376 Shares 3,304 Est. Cost $138.92 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $374 Shares 5,155 Est. Cost $71.41 Unrealized +0.2%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $369 Shares 10,995 Est. Cost $26.84 Unrealized +15.6%
ASH ASHLAND INC 0.0%
Value ($000) $369 Shares 6,219 Est. Cost $61.96 Unrealized 0.0%
HANCOCK JOHN FINL OPPTYS FD 0.0%
Value ($000) $368 Shares 10,784 Est. Cost $31.86 Unrealized
NUMG NUSHARES ETF TR 0.0%
Value ($000) $367 Shares 8,544 Est. Cost $43.91 Unrealized
ABSI ABSCI CORPORATION 0.0%
Value ($000) $366 Shares 145,792 Est. Cost $6.17 Unrealized -40.5%
WMB WILLIAMS COS INC 0.0%
Value ($000) $364 Shares 6,099 Est. Cost $33.07 Unrealized +67.6%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $364 Shares 254 Est. Cost $54.13 Unrealized +60.7%
ANSYS INC 0.0%
Value ($000) $363 Shares 1,148 Est. Cost $319.86 Unrealized
GDDY GODADDY INC 0.0%
Value ($000) $362 Shares 2,007 Est. Cost $191.07 Unrealized 0.0%
PCAR PACCAR INC 0.0%
Value ($000) $361 Shares 3,705 Est. Cost $74.69 Unrealized +37.9%
ROST ROSS STORES INC 0.0%
Value ($000) $360 Shares 2,813 Est. Cost $138.49 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $359 Shares 7,154 Est. Cost $61.19 Unrealized -11.1%
QQEW FIRST TR NAS100 EQ WEIGHTED 0.0%
Value ($000) $359 Shares 2,965 Est. Cost $64.61 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $357 Shares 3,885 Est. Cost $37.90 Unrealized +122.0%
CCI CROWN CASTLE INC 0.0%
Value ($000) $356 Shares 3,416 Est. Cost $128.37 Unrealized -30.6%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $356 Shares 5,506 Est. Cost $75.19 Unrealized -2.4%
AFRM AFFIRM HLDGS INC 0.0%
Value ($000) $355 Shares 7,856 Est. Cost $56.10 Unrealized +5.6%
XRT SPDR SER TR 0.0%
Value ($000) $353 Shares 5,114 Est. Cost $42.92 Unrealized
PDD PDD HOLDINGS INC 0.0%
Value ($000) $353 Shares 2,980 Est. Cost $131.62 Unrealized
MORN MORNINGSTAR INC 0.0%
Value ($000) $351 Shares 1,171 Est. Cost $314.89 Unrealized 0.0%
ENOV ENOVIS CORPORATION 0.0%
Value ($000) $347 Shares 9,082 Est. Cost $42.43 Unrealized 0.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $347 Shares 5,978 Est. Cost $48.86 Unrealized +14.3%
WDAY WORKDAY INC 0.0%
Value ($000) $346 Shares 1,483 Est. Cost $237.95 Unrealized +7.3%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $343 Shares 2,623 Est. Cost $74.11 Unrealized +84.2%
GWRE GUIDEWIRE SOFTWARE INC 0.0%
Value ($000) $337 Shares 1,797 Est. Cost $114.32 Unrealized +70.0%
VIRTUS EQUITY & CONV INCM FD 0.0%
Value ($000) $335 Shares 15,153 Est. Cost $28.01 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $335 Shares 8,134 Est. Cost $39.77 Unrealized +7.4%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $334 Shares 3,414 Est. Cost $108.15 Unrealized -4.3%
ZTS ZOETIS INC 0.0%
Value ($000) $333 Shares 2,023 Est. Cost $153.87 Unrealized +6.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $330 Shares 2,077 Est. Cost $60.88 Unrealized +125.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $329 Shares 1,162 Est. Cost $202.70 Unrealized +81.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $329 Shares 976 Est. Cost $232.73 Unrealized +54.3%
AZO AUTOZONE INC 0.0%
Value ($000) $323 Shares 85 Est. Cost $2929.07 Unrealized +17.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $321 Shares 1,535 Est. Cost $190.77 Unrealized +8.0%
CF CF INDS HLDGS INC 0.0%
Value ($000) $321 Shares 4,110 Est. Cost $82.15 Unrealized 0.0%
WCC WESCO INTL INC 0.0%
Value ($000) $321 Shares 2,064 Est. Cost $166.58 Unrealized +6.5%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $320 Shares 4,456 Est. Cost $78.80 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $320 Shares 9,152 Est. Cost $36.10 Unrealized -0.4%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $318 Shares 2,203 Est. Cost $92.16 Unrealized +45.9%
POOL POOL CORP 0.0%
Value ($000) $318 Shares 998 Est. Cost $342.21 Unrealized -2.4%
HDB HDFC BANK LTD 0.0%
Value ($000) $318 Shares 4,781 Est. Cost $57.28 Unrealized
BILL BILL HOLDINGS INC 0.0%
Value ($000) $318 Shares 6,919 Est. Cost $77.58 Unrealized -13.3%
IEMG ISHARES INC 0.0%
Value ($000) $317 Shares 5,875 Est. Cost $53.51 Unrealized
DLN WISDOMTREE TR 0.0%
Value ($000) $315 Shares 3,969 Est. Cost $80.47 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $315 Shares 2,318 Est. Cost $91.43 Unrealized
SUSB ISHARES TR 0.0%
Value ($000) $313 Shares 12,508 Est. Cost $25.06 Unrealized
STGW STAGWELL INC 0.0%
Value ($000) $310 Shares 51,309 Est. Cost $6.26 Unrealized +0.5%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $309 Shares 7,491 Est. Cost $40.90 Unrealized
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $306 Shares 7,059 Est. Cost $41.72 Unrealized +13.4%
EFV ISHARES TR 0.0%
Value ($000) $306 Shares 5,190 Est. Cost $58.94 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $303 Shares 2,383 Est. Cost $173.17 Unrealized -23.3%
GLBE GLOBAL E ONLINE LTD 0.0%
Value ($000) $302 Shares 8,468 Est. Cost $49.10 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $299 Shares 13,181 Est. Cost $39.10 Unrealized -44.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $299 Shares 6,854 Est. Cost $45.68 Unrealized +28.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $294 Shares 7,037 Est. Cost $24.67 Unrealized +61.7%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $294 Shares 3,963 Est. Cost $79.62 Unrealized -5.2%
IOT SAMSARA INC 0.0%
Value ($000) $293 Shares 7,635 Est. Cost $46.57 Unrealized 0.0%
BLK BLACKROCK INC 0.0%
Value ($000) $292 Shares 309 Est. Cost $961.85 Unrealized 0.0%
THO THOR INDS INC 0.0%
Value ($000) $292 Shares 3,857 Est. Cost $98.69 Unrealized -6.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $291 Shares 4,870 Est. Cost $38.29 Unrealized +51.4%
IJR ISHARES TR 0.0%
Value ($000) $290 Shares 2,775 Est. Cost $109.49 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $289 Shares 5,568 Est. Cost $48.35 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $288 Shares 1,237 Est. Cost $199.50 Unrealized +20.4%
TGT TARGET CORP 0.0%
Value ($000) $287 Shares 2,754 Est. Cost $120.25 Unrealized -0.0%
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value ($000) $285 Shares 14,904 Est. Cost $12.91 Unrealized +32.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $283 Shares 584 Est. Cost $304.08 Unrealized +70.6%
FDL FIRST TR MORNINGSTAR DIVID L 0.0%
Value ($000) $283 Shares 6,507 Est. Cost $29.64 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $282 Shares 503 Est. Cost $599.68 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $280 Shares 8,195 Est. Cost $26.55 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $280 Shares 3,423 Est. Cost $76.00 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $279 Shares 3,671 Est. Cost $99.26 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $277 Shares 1,092 Est. Cost $175.85 Unrealized +41.9%
NULV NUSHARES ETF TR 0.0%
Value ($000) $276 Shares 6,821 Est. Cost $40.49 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $275 Shares 17,016 Est. Cost $12.39 Unrealized
TOL TOLL BROTHERS INC 0.0%
Value ($000) $275 Shares 2,605 Est. Cost $120.06 Unrealized 0.0%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $274 Shares 19,200 Est. Cost $17.54 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $274 Shares 2,523 Est. Cost $69.24 Unrealized +67.5%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $273 Shares 6,697 Est. Cost $40.77 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $272 Shares 1,391 Est. Cost $135.64 Unrealized +35.9%
EWW ISHARES INC 0.0%
Value ($000) $271 Shares 5,323 Est. Cost $43.29 Unrealized
EWBC EAST WEST BANCORP INC 0.0%
Value ($000) $270 Shares 3,009 Est. Cost $94.78 Unrealized -2.1%
DVY ISHARES TR 0.0%
Value ($000) $269 Shares 2,006 Est. Cost $104.45 Unrealized
CNR CORE NATURAL RESOURCES INC 0.0%
Value ($000) $267 Shares 3,467 Est. Cost $84.05 Unrealized 0.0%
NCNO NCINO INC 0.0%
Value ($000) $264 Shares 9,604 Est. Cost $31.66 Unrealized -0.1%
NTRA NATERA INC 0.0%
Value ($000) $264 Shares 1,864 Est. Cost $160.74 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $263 Shares 1,062 Est. Cost $118.49 Unrealized +111.6%
RBC RBC BEARINGS INC 0.0%
Value ($000) $263 Shares 818 Est. Cost $268.62 Unrealized +25.6%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $262 Shares 2,110 Est. Cost $117.86 Unrealized +10.7%
PRI PRIMERICA INC 0.0%
Value ($000) $262 Shares 919 Est. Cost $236.50 Unrealized +20.5%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $261 Shares 1,371 Est. Cost $189.53 Unrealized +10.6%
BLACKROCK ENHANCED LARGE CAP 0.0%
Value ($000) $260 Shares 14,087 Est. Cost $14.97 Unrealized
SGOV ISHARES TR 0.0%
Value ($000) $259 Shares 2,573 Est. Cost $100.67 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $258 Shares 1,950 Est. Cost $105.19 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $257 Shares 3,431 Est. Cost $66.85 Unrealized +6.6%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $256 Shares 8,634 Est. Cost $28.59 Unrealized +17.5%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $255 Shares 3,239 Est. Cost $54.16 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $255 Shares 7,460 Est. Cost $47.36 Unrealized -32.1%
IJK ISHARES TR 0.0%
Value ($000) $253 Shares 3,032 Est. Cost $105.28 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.0%
Value ($000) $250 Shares 13,584 Est. Cost $17.96 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.0%
Value ($000) $249 Shares 1,896 Est. Cost $109.56 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $249 Shares 4,555 Est. Cost $45.84 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $248 Shares 4,686 Est. Cost $46.52 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $248 Shares 2,529 Est. Cost $91.39 Unrealized +29.7%
IWO ISHARES TR 0.0%
Value ($000) $244 Shares 953 Est. Cost $208.21 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value ($000) $243 Shares 2,380 Est. Cost $77.35 Unrealized +27.1%
GLPI GAMING & LEISURE PPTYS INC 0.0%
Value ($000) $243 Shares 4,767 Est. Cost $46.07 Unrealized
EVTC EVERTEC INC 0.0%
Value ($000) $242 Shares 6,576 Est. Cost $33.12 Unrealized +3.9%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $241 Shares 1,197 Est. Cost $152.18 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $241 Shares 12,155 Est. Cost $19.80 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $240 Shares 49,404 Est. Cost $5.50 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $238 Shares 3,505 Est. Cost $41.15 Unrealized +45.2%
SSO PROSHARES TR 0.0%
Value ($000) $237 Shares 2,865 Est. Cost $65.07 Unrealized
ALLE ALLEGION PLC 0.0%
Value ($000) $235 Shares 1,805 Est. Cost $128.52 Unrealized 0.0%
NOVT NOVANTA INC 0.0%
Value ($000) $235 Shares 1,838 Est. Cost $92.92 Unrealized +54.7%
EAGG ISHARES TR 0.0%
Value ($000) $235 Shares 4,946 Est. Cost $52.41 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $235 Shares 4,012 Est. Cost $49.86 Unrealized +4.5%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $234 Shares 714 Est. Cost $295.72 Unrealized +17.8%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $232 Shares 2,879 Est. Cost $71.08 Unrealized +20.7%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $232 Shares 4,348 Est. Cost $44.19 Unrealized +19.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $232 Shares 4,130 Est. Cost $42.64 Unrealized +23.7%
COR CENCORA INC 0.0%
Value ($000) $229 Shares 824 Est. Cost $249.56 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $227 Shares 3,355 Est. Cost $57.99 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value ($000) $226 Shares 1,674 Est. Cost $132.08 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $224 Shares 2,020 Est. Cost $113.41 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $223 Shares 4,756 Est. Cost $46.81 Unrealized
KFY KORN FERRY 0.0%
Value ($000) $223 Shares 3,281 Est. Cost $65.73 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $221 Shares 504 Est. Cost $377.50 Unrealized +17.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $220 Shares 431 Est. Cost $478.00 Unrealized -1.7%
TOTALENERGIES SE 0.0%
Value ($000) $219 Shares 3,391 Est. Cost $64.70 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $217 Shares 8,500 Est. Cost $24.95 Unrealized
PIMCO GLOBAL STOCKSPLS INCM 0.0%
Value ($000) $217 Shares 26,788 Est. Cost $8.08 Unrealized
BMI BADGER METER INC 0.0%
Value ($000) $217 Shares 1,139 Est. Cost $187.44 Unrealized +10.5%
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $215 Shares 8,992 Est. Cost $20.21 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $211 Shares 1,074 Est. Cost $175.75 Unrealized +17.9%
SUSL ISHARES TR 0.0%
Value ($000) $211 Shares 2,200 Est. Cost $93.85 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $211 Shares 2,042 Est. Cost $96.18 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $211 Shares 2,394 Est. Cost $74.36 Unrealized 0.0%
REDFIN CORP 0.0%
Value ($000) $210 Shares 22,830 Est. Cost $7.87 Unrealized
EES WISDOMTREE TR 0.0%
Value ($000) $210 Shares 4,290 Est. Cost $49.82 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $207 Shares 4,365 Est. Cost $49.50 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $207 Shares 2,856 Est. Cost $78.63 Unrealized -3.2%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $206 Shares 3,392 Est. Cost $55.69 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $205 Shares 551 Est. Cost $377.08 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $205 Shares 622 Est. Cost $302.06 Unrealized 0.0%
ITB ISHARES TR 0.0%
Value ($000) $205 Shares 2,150 Est. Cost $103.39 Unrealized
BAR GRANITESHARES GOLD TR 0.0%
Value ($000) $204 Shares 6,630 Est. Cost $30.84 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $204 Shares 2,958 Est. Cost $63.12 Unrealized 0.0%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $204 Shares 1,960 Est. Cost $117.05 Unrealized -5.8%
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $199 Shares 13,730 Est. Cost $14.39 Unrealized
QUAD QUAD / GRAPHICS INC 0.0%
Value ($000) $197 Shares 36,179 Est. Cost $6.13 Unrealized +3.6%
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $195 Shares 30,500 Est. Cost $8.32 Unrealized
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $175 Shares 20,700 Est. Cost $8.34 Unrealized
OCSL OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $174 Shares 11,346 Est. Cost $20.20 Unrealized -22.3%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $169 Shares 13,419 Est. Cost $12.70 Unrealized
MORT VANECK ETF TRUST 0.0%
Value ($000) $165 Shares 14,775 Est. Cost $11.82 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $159 Shares 13,804 Est. Cost $11.27 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $156 Shares 14,523 Est. Cost $16.37 Unrealized -36.1%
INVESCO TR INVT GRADE MUNS 0.0%
Value ($000) $150 Shares 15,100 Est. Cost $9.71 Unrealized
INVESCO MUNICIPAL TRUST 0.0%
Value ($000) $149 Shares 15,400 Est. Cost $9.92 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value ($000) $147 Shares 12,231 Est. Cost $11.52 Unrealized +2.4%
RWAY RUNWAY GROWTH FINANCE CORP 0.0%
Value ($000) $120 Shares 11,610 Est. Cost $9.80 Unrealized -0.3%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $117 Shares 800 Est. Cost $192.82 Unrealized -12.0%
HLMN HILLMAN SOLUTIONS CORP 0.0%
Value ($000) $101 Shares 11,441 Est. Cost $9.42 Unrealized +3.1%
RC READY CAPITAL CORP 0.0%
Value ($000) $85 Shares 16,762 Est. Cost $11.13 Unrealized
GABELLI MULTIMEDIA TR INC 0.0%
Value ($000) $67 Shares 14,571 Est. Cost $9.96 Unrealized
ACRE ARES COML REAL ESTATE CORP 0.0%
Value ($000) $66 Shares 14,244 Est. Cost $8.64 Unrealized