Financial Partners Group, Inc Diversified Active

CIK: 0001731169 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 6, 2025

Total Value ($000): $647,783 (100.0% shares, 0.0% debt)

Holdings (190)

IVV ISHARES TR 9.8%
Value ($000) $63,184 Shares 112,446 Est. Cost $338.33 Unrealized
AVUV AMERICAN CENTY ETF TR 5.1%
Value ($000) $33,357 Shares 382,661 Est. Cost $84.97 Unrealized
OEF ISHARES TR 4.9%
Value ($000) $31,548 Shares 116,485 Est. Cost $206.52 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 4.7%
Value ($000) $30,279 Shares 517,244 Est. Cost $48.58 Unrealized
SPY SPDR S&P 500 ETF TR 3.7%
Value ($000) $23,825 Shares 42,592 Est. Cost $458.39 Unrealized
IGIB ISHARES TR 3.6%
Value ($000) $23,101 Shares 439,846 Est. Cost $51.64 Unrealized
AAPL APPLE INC 3.5%
Value ($000) $22,976 Shares 103,434 Est. Cost $99.37 Unrealized +132.2%
ITOT ISHARES TR 3.4%
Value ($000) $21,865 Shares 179,208 Est. Cost $76.94 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 3.3%
Value ($000) $21,536 Shares 111,576 Est. Cost $157.41 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.9%
Value ($000) $18,590 Shares 325,350 Est. Cost $52.98 Unrealized
FTEC FIDELITY COVINGTON TRUST 2.6%
Value ($000) $16,786 Shares 104,087 Est. Cost $58.18 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $15,967 Shares 42,533 Est. Cost $176.44 Unrealized +129.6%
IWP ISHARES TR 2.3%
Value ($000) $14,993 Shares 127,612 Est. Cost $119.71 Unrealized
QUAL ISHARES TR 2.2%
Value ($000) $14,130 Shares 82,684 Est. Cost $169.05 Unrealized
COWZ PACER FDS TR 2.2%
Value ($000) $14,029 Shares 256,186 Est. Cost $52.43 Unrealized
IUSV ISHARES TR 2.2%
Value ($000) $13,993 Shares 151,622 Est. Cost $93.29 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $12,970 Shares 68,168 Est. Cost $124.97 Unrealized +73.6%
FMHI FIRST TR EXCH TRADED FD III 1.9%
Value ($000) $12,004 Shares 251,112 Est. Cost $46.87 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $11,395 Shares 220,062 Est. Cost $53.14 Unrealized
SJNK SPDR SER TR 1.8%
Value ($000) $11,340 Shares 450,731 Est. Cost $24.75 Unrealized
VFMO VANGUARD WELLINGTON FD 1.4%
Value ($000) $9,062 Shares 59,732 Est. Cost $151.71 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $8,411 Shares 54,388 Est. Cost $111.61 Unrealized +61.9%
SOXX ISHARES TR 1.3%
Value ($000) $8,186 Shares 43,501 Est. Cost $280.58 Unrealized
AVMU AMERICAN CENTY ETF TR 1.2%
Value ($000) $7,944 Shares 174,638 Est. Cost $46.86 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $7,887 Shares 69,329 Est. Cost $114.21 Unrealized
NOBL PROSHARES TR 1.2%
Value ($000) $7,475 Shares 73,150 Est. Cost $78.19 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $6,731 Shares 240,743 Est. Cost $28.51 Unrealized
FELC FIDELITY COVINGTON TRUST 1.0%
Value ($000) $6,593 Shares 211,385 Est. Cost $31.79 Unrealized
PAVE GLOBAL X FDS 1.0%
Value ($000) $6,294 Shares 166,806 Est. Cost $39.16 Unrealized
FENY FIDELITY COVINGTON TRUST 0.8%
Value ($000) $5,497 Shares 215,137 Est. Cost $20.84 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $5,360 Shares 57,927 Est. Cost $91.35 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $5,144 Shares 10,969 Est. Cost $285.53 Unrealized
IWY ISHARES TR 0.8%
Value ($000) $4,947 Shares 23,452 Est. Cost $116.96 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $4,792 Shares 52,355 Est. Cost $101.28 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.7%
Value ($000) $4,735 Shares 69,303 Est. Cost $46.09 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $4,626 Shares 42,681 Est. Cost $98.52 Unrealized +28.6%
MOAT VANECK ETF TRUST 0.7%
Value ($000) $4,610 Shares 52,389 Est. Cost $51.95 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $4,201 Shares 26,889 Est. Cost $111.48 Unrealized +63.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $3,480 Shares 6,533 Est. Cost $264.06 Unrealized +84.1%
CP CANADIAN PACIFIC KANSAS CITY 0.5%
Value ($000) $3,464 Shares 49,334 Est. Cost $77.68 Unrealized -2.7%
ITA ISHARES TR 0.5%
Value ($000) $3,330 Shares 21,750 Est. Cost $122.56 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,946 Shares 25,280 Est. Cost $102.86 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $2,539 Shares 2,685 Est. Cost $477.16 Unrealized +103.4%
MANAGED PORTFOLIO SERIES 0.4%
Value ($000) $2,419 Shares 66,508 Est. Cost $23.91 Unrealized
MLPX GLOBAL X FDS 0.3%
Value ($000) $2,128 Shares 33,348 Est. Cost $51.98 Unrealized
FELG FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,976 Shares 62,715 Est. Cost $32.77 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,957 Shares 3,395 Est. Cost $366.15 Unrealized +75.7%
WMT WALMART INC 0.3%
Value ($000) $1,930 Shares 21,986 Est. Cost $51.88 Unrealized +79.2%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%
Value ($000) $1,791 Shares 24,886 Est. Cost $75.89 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $1,738 Shares 16,622 Est. Cost $99.86 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $1,716 Shares 29,411 Est. Cost $92.58 Unrealized
SYLD CAMBRIA ETF TR 0.3%
Value ($000) $1,709 Shares 26,784 Est. Cost $62.16 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.2%
Value ($000) $1,495 Shares 8,612 Est. Cost $75.15 Unrealized
MUB ISHARES TR 0.2%
Value ($000) $1,478 Shares 14,017 Est. Cost $107.32 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,464 Shares 17,213 Est. Cost $51.93 Unrealized
IFRA ISHARES TR 0.2%
Value ($000) $1,435 Shares 31,843 Est. Cost $34.08 Unrealized
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $1,392 Shares 27,456 Est. Cost $50.71 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,337 Shares 5,449 Est. Cost $111.36 Unrealized +125.3%
AVLV AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,306 Shares 20,031 Est. Cost $65.47 Unrealized
EVRG EVERGY INC 0.2%
Value ($000) $1,215 Shares 17,627 Est. Cost $49.97 Unrealized +26.3%
ISPY PROSHARES TR 0.2%
Value ($000) $1,212 Shares 28,792 Est. Cost $43.84 Unrealized
IMTM ISHARES TR 0.2%
Value ($000) $1,140 Shares 28,532 Est. Cost $39.50 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $1,134 Shares 36,898 Est. Cost $31.44 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $1,130 Shares 3,129 Est. Cost $180.73 Unrealized
IJJ ISHARES TR 0.2%
Value ($000) $1,115 Shares 9,309 Est. Cost $105.34 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $1,091 Shares 13,836 Est. Cost $73.92 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,051 Shares 12,674 Est. Cost $70.88 Unrealized
ONEQ FIDELITY COMWLTH TR 0.2%
Value ($000) $1,044 Shares 15,341 Est. Cost $81.81 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,034 Shares 5,328 Est. Cost $113.46 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $1,025 Shares 20,084 Est. Cost $50.98 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $976 Shares 5,835 Est. Cost $120.86 Unrealized +24.5%
TSLA TESLA INC 0.1%
Value ($000) $960 Shares 3,705 Est. Cost $230.53 Unrealized +44.6%
UNP UNION PAC CORP 0.1%
Value ($000) $946 Shares 4,003 Est. Cost $233.53 Unrealized +0.9%
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $896 Shares 24,544 Est. Cost $31.53 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $895 Shares 960 Est. Cost $26.72 Unrealized +256.0%
PCMM BONDBLOXX ETF TRUST 0.1%
Value ($000) $878 Shares 17,254 Est. Cost $50.88 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $869 Shares 23,184 Est. Cost $48.77 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $856 Shares 2,972 Est. Cost $173.14 Unrealized
FRANKLIN LTD DURATION INCOME 0.1%
Value ($000) $842 Shares 130,375 Est. Cost $6.63 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $829 Shares 1,003 Est. Cost $238.93 Unrealized +246.0%
ESGU ISHARES TR 0.1%
Value ($000) $814 Shares 6,676 Est. Cost $85.17 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $801 Shares 15,854 Est. Cost $53.71 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $800 Shares 17,531 Est. Cost $44.77 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $798 Shares 1 Est. Cost $296505.47 Unrealized +146.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $789 Shares 3,820 Est. Cost $84.42 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $754 Shares 10,637 Est. Cost $67.93 Unrealized +1.1%
IJS ISHARES TR 0.1%
Value ($000) $744 Shares 7,633 Est. Cost $93.23 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $734 Shares 7,904 Est. Cost $104.73 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value ($000) $701 Shares 3,482 Est. Cost $131.95 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $697 Shares 30,310 Est. Cost $22.94 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $678 Shares 4,994 Est. Cost $111.07 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $661 Shares 5,554 Est. Cost $100.41 Unrealized +6.8%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $659 Shares 6,357 Est. Cost $71.48 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $626 Shares 3,284 Est. Cost $128.53 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $611 Shares 4,368 Est. Cost $76.11 Unrealized +112.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $606 Shares 9,825 Est. Cost $39.59 Unrealized +51.8%
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $604 Shares 10,300 Est. Cost $58.69 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $598 Shares 4,095 Est. Cost $97.50 Unrealized
VFVA VANGUARD WELLINGTON FD 0.1%
Value ($000) $594 Shares 5,214 Est. Cost $92.92 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $583 Shares 7,475 Est. Cost $85.22 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $566 Shares 2,228 Est. Cost $230.31 Unrealized +25.3%
BX BLACKSTONE INC 0.1%
Value ($000) $556 Shares 3,979 Est. Cost $62.99 Unrealized +151.1%
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $553 Shares 10,564 Est. Cost $52.46 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $549 Shares 6,984 Est. Cost $102.05 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $545 Shares 11,064 Est. Cost $32.61 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $531 Shares 3,117 Est. Cost $116.01 Unrealized +41.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $529 Shares 969 Est. Cost $300.03 Unrealized +96.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $523 Shares 1,675 Est. Cost $192.14 Unrealized +52.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $504 Shares 1,528 Est. Cost $205.35 Unrealized +71.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $490 Shares 1,782 Est. Cost $227.62 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $487 Shares 2,443 Est. Cost $193.44 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $482 Shares 7,794 Est. Cost $47.62 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $477 Shares 3,750 Est. Cost $127.65 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $472 Shares 25,388 Est. Cost $11.34 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $471 Shares 3,553 Est. Cost $81.24 Unrealized +53.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $467 Shares 2,815 Est. Cost $135.60 Unrealized +12.4%
HODL VANECK BITCOIN ETF 0.1%
Value ($000) $466 Shares 19,989 Est. Cost $43.12 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $459 Shares 1,776 Est. Cost $181.01 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $447 Shares 7,711 Est. Cost $50.24 Unrealized +4.7%
XT ISHARES TR 0.1%
Value ($000) $434 Shares 7,534 Est. Cost $59.65 Unrealized
BKDV BNY MELLON ETF TRUST II 0.1%
Value ($000) $424 Shares 16,782 Est. Cost $25.29 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $423 Shares 3,225 Est. Cost $125.15 Unrealized
IQQQ PROSHARES TR 0.1%
Value ($000) $417 Shares 10,722 Est. Cost $38.85 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $413 Shares 1,616 Est. Cost $249.23 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $369 Shares 4,515 Est. Cost $68.79 Unrealized
IYY ISHARES TR 0.1%
Value ($000) $369 Shares 2,711 Est. Cost $101.18 Unrealized
RWL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $366 Shares 3,686 Est. Cost $99.34 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $362 Shares 5,049 Est. Cost $55.94 Unrealized +16.1%
IHI ISHARES TR 0.1%
Value ($000) $359 Shares 5,967 Est. Cost $60.19 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $359 Shares 4,396 Est. Cost $68.86 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $357 Shares 974 Est. Cost $210.48 Unrealized +80.9%
SAIA SAIA INC 0.1%
Value ($000) $354 Shares 1,014 Est. Cost $274.24 Unrealized +58.6%
RSPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $350 Shares 4,281 Est. Cost $80.42 Unrealized
FDG AMERICAN CENTY ETF TR 0.1%
Value ($000) $347 Shares 3,816 Est. Cost $90.86 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $338 Shares 2,034 Est. Cost $102.15 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $332 Shares 2,158 Est. Cost $159.68 Unrealized 0.0%
SPIB SPDR SER TR 0.1%
Value ($000) $329 Shares 9,891 Est. Cost $33.24 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $325 Shares 3,522 Est. Cost $73.93 Unrealized
SMH VANECK ETF TRUST 0.0%
Value ($000) $319 Shares 1,507 Est. Cost $242.11 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $317 Shares 3,807 Est. Cost $77.49 Unrealized
ONEY SPDR SER TR 0.0%
Value ($000) $311 Shares 2,849 Est. Cost $88.55 Unrealized
IETC ISHARES U S ETF TR 0.0%
Value ($000) $309 Shares 4,125 Est. Cost $71.32 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $309 Shares 1,474 Est. Cost $146.49 Unrealized +29.3%
MRK MERCK & CO INC 0.0%
Value ($000) $308 Shares 3,435 Est. Cost $71.53 Unrealized +26.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $303 Shares 483 Est. Cost $447.53 Unrealized +52.4%
CRM SALESFORCE INC 0.0%
Value ($000) $302 Shares 1,126 Est. Cost $166.85 Unrealized +85.2%
AVMV AMERICAN CENTY ETF TR 0.0%
Value ($000) $296 Shares 4,813 Est. Cost $61.44 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $289 Shares 3,144 Est. Cost $65.32 Unrealized +28.8%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $285 Shares 2,781 Est. Cost $85.72 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $283 Shares 3,030 Est. Cost $79.81 Unrealized
HACK AMPLIFY ETF TR 0.0%
Value ($000) $281 Shares 3,907 Est. Cost $68.27 Unrealized
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $269 Shares 1,675 Est. Cost $161.73 Unrealized
BIBL NORTHERN LTS FD TR IV 0.0%
Value ($000) $267 Shares 6,958 Est. Cost $32.59 Unrealized
V VISA INC 0.0%
Value ($000) $264 Shares 753 Est. Cost $300.19 Unrealized +12.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $264 Shares 2,511 Est. Cost $108.59 Unrealized -10.9%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $257 Shares 891 Est. Cost $301.65 Unrealized +5.3%
BLK BLACKROCK INC 0.0%
Value ($000) $251 Shares 266 Est. Cost $990.39 Unrealized -2.9%
PSN PARSONS CORP DEL 0.0%
Value ($000) $250 Shares 4,218 Est. Cost $45.61 Unrealized +58.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $248 Shares 4,988 Est. Cost $45.72 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $246 Shares 904 Est. Cost $255.81 Unrealized 0.0%
SHYM BLACKROCK ETF TRUST II 0.0%
Value ($000) $245 Shares 10,786 Est. Cost $23.18 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.0%
Value ($000) $242 Shares 10,793 Est. Cost $22.39 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $240 Shares 2,982 Est. Cost $105.26 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $240 Shares 4,807 Est. Cost $49.21 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $239 Shares 448 Est. Cost $507.38 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $238 Shares 5,237 Est. Cost $31.41 Unrealized +26.0%
ADBE ADOBE INC 0.0%
Value ($000) $237 Shares 618 Est. Cost $319.83 Unrealized +34.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $234 Shares 471 Est. Cost $525.85 Unrealized +2.6%
IXN ISHARES TR 0.0%
Value ($000) $234 Shares 3,085 Est. Cost $58.79 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $233 Shares 2,761 Est. Cost $82.49 Unrealized
BUSE FIRST BUSEY CORP 0.0%
Value ($000) $231 Shares 10,680 Est. Cost $22.17 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $229 Shares 546 Est. Cost $419.99 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $229 Shares 866 Est. Cost $227.06 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $227 Shares 3,857 Est. Cost $58.96 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $227 Shares 2,285 Est. Cost $81.49 Unrealized +16.5%
GAMR AMPLIFY ETF TR 0.0%
Value ($000) $226 Shares 3,414 Est. Cost $61.64 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $225 Shares 4,542 Est. Cost $50.65 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $221 Shares 402 Est. Cost $514.68 Unrealized +5.3%
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $220 Shares 4,678 Est. Cost $45.89 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $218 Shares 1,300 Est. Cost $163.51 Unrealized +28.3%
DOCU DOCUSIGN INC 0.0%
Value ($000) $217 Shares 2,671 Est. Cost $56.04 Unrealized +56.3%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $215 Shares 2,775 Est. Cost $102.84 Unrealized -1.4%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $215 Shares 688 Est. Cost $349.45 Unrealized 0.0%
EFG ISHARES TR 0.0%
Value ($000) $214 Shares 2,138 Est. Cost $96.63 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $214 Shares 4,318 Est. Cost $48.21 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $207 Shares 464 Est. Cost $416.75 Unrealized +7.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $204 Shares 412 Est. Cost $465.56 Unrealized +18.8%
BBLU EA SERIES TRUST 0.0%
Value ($000) $195 Shares 15,286 Est. Cost $12.77 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $144 Shares 20,494 Est. Cost $4.84 Unrealized
SLQT SELECTQUOTE INC 0.0%
Value ($000) $114 Shares 34,223 Est. Cost $11.68 Unrealized -63.7%