Per Stirling Capital Management, LLC. Diversified Active

CIK: 0001689933 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $620,910 (100.0% shares, 0.0% debt)

Holdings (238)

IVV ISHARES TR 9.1%
Value ($000) $56,440 Shares 103,137 Est. Cost $396.59 Unrealized
IVW ISHARES TR 5.2%
Value ($000) $32,319 Shares 349,241 Est. Cost $67.18 Unrealized
DGRW WISDOMTREE TR 4.9%
Value ($000) $30,233 Shares 387,357 Est. Cost $60.86 Unrealized
IVE ISHARES TR 4.7%
Value ($000) $29,317 Shares 161,075 Est. Cost $152.54 Unrealized
IJH ISHARES TR 3.0%
Value ($000) $18,673 Shares 319,090 Est. Cost $96.37 Unrealized
IOO ISHARES TR 2.8%
Value ($000) $17,682 Shares 183,078 Est. Cost $64.33 Unrealized
VOO VANGUARD INDEX FDS 2.0%
Value ($000) $12,178 Shares 24,349 Est. Cost $422.08 Unrealized
SCHG SCHWAB STRATEGIC TR 1.9%
Value ($000) $11,609 Shares 115,126 Est. Cost $55.56 Unrealized
IUSV ISHARES TR 1.7%
Value ($000) $10,828 Shares 122,868 Est. Cost $77.62 Unrealized
QGRO AMERICAN CENTY ETF TR 1.7%
Value ($000) $10,713 Shares 124,616 Est. Cost $68.97 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.7%
Value ($000) $10,597 Shares 214,421 Est. Cost $44.57 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $10,431 Shares 178,133 Est. Cost $53.17 Unrealized
IJR ISHARES TR 1.7%
Value ($000) $10,328 Shares 96,831 Est. Cost $95.97 Unrealized
COWZ PACER FDS TR 1.6%
Value ($000) $9,764 Shares 179,183 Est. Cost $47.12 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $9,478 Shares 45,002 Est. Cost $151.10 Unrealized +22.5%
VFMF VANGUARD WELLINGTON FD 1.5%
Value ($000) $9,265 Shares 75,693 Est. Cost $122.41 Unrealized
QQQ INVESCO QQQ TR 1.4%
Value ($000) $8,631 Shares 18,015 Est. Cost $272.46 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $8,287 Shares 178,878 Est. Cost $46.35 Unrealized
DOCT FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $8,050 Shares 209,701 Est. Cost $34.74 Unrealized
USMV ISHARES TR 1.3%
Value ($000) $7,834 Shares 93,310 Est. Cost $72.11 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $7,738 Shares 141,337 Est. Cost $44.52 Unrealized
IEFA ISHARES TR 1.1%
Value ($000) $7,130 Shares 98,157 Est. Cost $63.47 Unrealized
FBCG FIDELITY COVINGTON TRUST 1.1%
Value ($000) $7,076 Shares 166,725 Est. Cost $34.86 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $6,856 Shares 59,559 Est. Cost $97.05 Unrealized +13.4%
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $6,806 Shares 87,520 Est. Cost $75.54 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.1%
Value ($000) $6,525 Shares 80,283 Est. Cost $73.82 Unrealized
RFDI FIRST TR EXCH TRADED FD III 1.0%
Value ($000) $6,431 Shares 101,065 Est. Cost $54.00 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 1.0%
Value ($000) $6,303 Shares 58,082 Est. Cost $95.41 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $6,137 Shares 89,835 Est. Cost $68.31 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $5,797 Shares 10,653 Est. Cost $400.22 Unrealized
QUAL ISHARES TR 0.9%
Value ($000) $5,681 Shares 33,270 Est. Cost $138.23 Unrealized
AVUV AMERICAN CENTY ETF TR 0.9%
Value ($000) $5,570 Shares 62,086 Est. Cost $74.80 Unrealized
VTEB VANGUARD MUN BD FDS 0.9%
Value ($000) $5,554 Shares 110,839 Est. Cost $50.47 Unrealized
MUB ISHARES TR 0.9%
Value ($000) $5,543 Shares 52,026 Est. Cost $107.74 Unrealized
SCHV SCHWAB STRATEGIC TR 0.9%
Value ($000) $5,395 Shares 72,832 Est. Cost $67.68 Unrealized
HEFA ISHARES TR 0.8%
Value ($000) $5,147 Shares 144,775 Est. Cost $35.56 Unrealized
SYLD CAMBRIA ETF TR 0.7%
Value ($000) $4,458 Shares 65,292 Est. Cost $59.46 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $4,233 Shares 21,902 Est. Cost $114.87 Unrealized +59.9%
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $4,146 Shares 22,713 Est. Cost $152.27 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $3,942 Shares 78,099 Est. Cost $50.13 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $3,788 Shares 113,481 Est. Cost $28.39 Unrealized
SPYM SPDR SER TR 0.6%
Value ($000) $3,774 Shares 58,970 Est. Cost $48.57 Unrealized
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $3,667 Shares 184,560 Est. Cost $15.18 Unrealized +16.8%
IJJ ISHARES TR 0.6%
Value ($000) $3,577 Shares 31,524 Est. Cost $113.46 Unrealized
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $3,392 Shares 44,224 Est. Cost $75.42 Unrealized
JAAA JANUS DETROIT STR TR 0.5%
Value ($000) $3,244 Shares 63,758 Est. Cost $50.53 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.5%
Value ($000) $3,233 Shares 98,298 Est. Cost $29.43 Unrealized
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $3,142 Shares 52,110 Est. Cost $53.74 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.5%
Value ($000) $3,069 Shares 93,015 Est. Cost $27.96 Unrealized
GNOV FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $3,023 Shares 89,528 Est. Cost $31.76 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $2,980 Shares 121,897 Est. Cost $24.45 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $2,975 Shares 61,908 Est. Cost $48.05 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $2,963 Shares 68,818 Est. Cost $43.05 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,960 Shares 6,623 Est. Cost $258.36 Unrealized +61.5%
ICF ISHARES TR 0.5%
Value ($000) $2,928 Shares 51,103 Est. Cost $54.93 Unrealized
DJUN FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $2,794 Shares 68,322 Est. Cost $36.49 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $2,778 Shares 72,220 Est. Cost $34.69 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $2,704 Shares 61,792 Est. Cost $42.30 Unrealized
FMB FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $2,654 Shares 51,978 Est. Cost $50.53 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.4%
Value ($000) $2,397 Shares 26,494 Est. Cost $78.64 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $1,944 Shares 6,317 Est. Cost $159.86 Unrealized +85.2%
PDBC INVESCO ACTVELY MNGD ETC FD 0.3%
Value ($000) $1,941 Shares 138,120 Est. Cost $14.73 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,785 Shares 7,892 Est. Cost $218.64 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,770 Shares 89,508 Est. Cost $19.76 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,757 Shares 11,233 Est. Cost $152.99 Unrealized -3.0%
BWMN BOWMAN CONSULTING GROUP LTD 0.3%
Value ($000) $1,742 Shares 54,797 Est. Cost $29.19 Unrealized +8.4%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,719 Shares 8,049 Est. Cost $178.76 Unrealized +2.8%
ABBV ABBVIE INC 0.3%
Value ($000) $1,699 Shares 9,903 Est. Cost $148.93 Unrealized +5.5%
IJT ISHARES TR 0.3%
Value ($000) $1,674 Shares 13,033 Est. Cost $130.61 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,644 Shares 25,583 Est. Cost $45.15 Unrealized
SCHF SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,627 Shares 42,338 Est. Cost $32.85 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,544 Shares 15,914 Est. Cost $83.93 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,424 Shares 15,626 Est. Cost $90.68 Unrealized
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,409 Shares 18,814 Est. Cost $74.71 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,406 Shares 20,630 Est. Cost $68.14 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $1,387 Shares 27,047 Est. Cost $45.09 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $1,381 Shares 13,210 Est. Cost $104.34 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 0.2%
Value ($000) $1,357 Shares 46,092 Est. Cost $28.86 Unrealized
GAPR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,308 Shares 36,687 Est. Cost $35.66 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,305 Shares 27,498 Est. Cost $41.06 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $1,291 Shares 11,872 Est. Cost $104.20 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,287 Shares 28,128 Est. Cost $39.58 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,281 Shares 16,454 Est. Cost $70.81 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,274 Shares 16,636 Est. Cost $76.58 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,232 Shares 24,285 Est. Cost $50.65 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,232 Shares 6,761 Est. Cost $95.61 Unrealized +75.0%
IWF ISHARES TR 0.2%
Value ($000) $1,215 Shares 3,333 Est. Cost $214.24 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $1,205 Shares 24,934 Est. Cost $48.32 Unrealized
IQDG WISDOMTREE TR 0.2%
Value ($000) $1,178 Shares 31,750 Est. Cost $34.64 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,111 Shares 6,763 Est. Cost $143.81 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $1,078 Shares 5,414 Est. Cost $108.89 Unrealized +67.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,059 Shares 18,691 Est. Cost $55.04 Unrealized
ISTB ISHARES TR 0.2%
Value ($000) $1,050 Shares 22,158 Est. Cost $46.44 Unrealized
IXN ISHARES TR 0.2%
Value ($000) $1,046 Shares 12,630 Est. Cost $74.81 Unrealized
TZA DIREXION SHS ETF TR 0.2%
Value ($000) $1,022 Shares 55,047 Est. Cost $17.17 Unrealized
OKE ONEOK INC NEW 0.2%
Value ($000) $1,015 Shares 12,448 Est. Cost $52.83 Unrealized +39.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,006 Shares 2,473 Est. Cost $303.94 Unrealized +34.4%
AOA ISHARES TR 0.2%
Value ($000) $986 Shares 13,191 Est. Cost $60.80 Unrealized
CALF PACER FDS TR 0.2%
Value ($000) $984 Shares 22,584 Est. Cost $39.59 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $978 Shares 5,629 Est. Cost $82.12 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $969 Shares 8,385 Est. Cost $115.58 Unrealized
MMM 3M CO 0.2%
Value ($000) $964 Shares 9,435 Est. Cost $83.83 Unrealized +12.5%
ICOW PACER FDS TR 0.2%
Value ($000) $951 Shares 31,312 Est. Cost $29.64 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $937 Shares 4,734 Est. Cost $187.02 Unrealized -6.5%
PROSHARES TR 0.1%
Value ($000) $907 Shares 31,458 Est. Cost $28.82 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $901 Shares 9,282 Est. Cost $97.79 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $883 Shares 18,347 Est. Cost $48.22 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $879 Shares 7,415 Est. Cost $118.60 Unrealized
PROSHARES TR 0.1%
Value ($000) $862 Shares 104,113 Est. Cost $10.99 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $858 Shares 12,520 Est. Cost $59.57 Unrealized
IGIB ISHARES TR 0.1%
Value ($000) $855 Shares 16,672 Est. Cost $51.26 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $818 Shares 30,776 Est. Cost $22.69 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $811 Shares 2,524 Est. Cost $273.43 Unrealized +17.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $801 Shares 4,936 Est. Cost $116.70 Unrealized +37.9%
WMT WALMART INC 0.1%
Value ($000) $778 Shares 11,492 Est. Cost $52.67 Unrealized +17.7%
XSOE WISDOMTREE TR 0.1%
Value ($000) $774 Shares 25,276 Est. Cost $28.34 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $770 Shares 9,773 Est. Cost $79.91 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $767 Shares 730 Est. Cost $733.79 Unrealized +31.4%
BX BLACKSTONE INC 0.1%
Value ($000) $762 Shares 6,152 Est. Cost $78.64 Unrealized +49.8%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $752 Shares 8,955 Est. Cost $78.71 Unrealized +1.5%
ABT ABBOTT LABS 0.1%
Value ($000) $714 Shares 6,871 Est. Cost $101.34 Unrealized +1.6%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $701 Shares 24,193 Est. Cost $26.54 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $699 Shares 3,456 Est. Cost $121.12 Unrealized +56.2%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $692 Shares 15,192 Est. Cost $45.79 Unrealized
SCHY SCHWAB STRATEGIC TR 0.1%
Value ($000) $683 Shares 28,984 Est. Cost $23.10 Unrealized
GCOW PACER FDS TR 0.1%
Value ($000) $681 Shares 20,192 Est. Cost $32.46 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $677 Shares 14,680 Est. Cost $42.85 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $671 Shares 25,256 Est. Cost $25.47 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $667 Shares 415 Est. Cost $52.99 Unrealized +159.8%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $657 Shares 1,489 Est. Cost $323.96 Unrealized +39.4%
MINT PIMCO ETF TR 0.1%
Value ($000) $653 Shares 6,489 Est. Cost $99.03 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $649 Shares 4,593 Est. Cost $73.20 Unrealized +67.1%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $637 Shares 7,436 Est. Cost $77.02 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $618 Shares 1,580 Est. Cost $331.31 Unrealized
NULV NUSHARES ETF TR 0.1%
Value ($000) $616 Shares 16,298 Est. Cost $36.34 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $610 Shares 2,586 Est. Cost $96.55 Unrealized +119.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $604 Shares 4,888 Est. Cost $99.35 Unrealized +1.7%
GOOG ALPHABET INC 0.1%
Value ($000) $602 Shares 3,281 Est. Cost $95.02 Unrealized +77.7%
HYS PIMCO ETF TR 0.1%
Value ($000) $601 Shares 6,480 Est. Cost $89.38 Unrealized
EZM WISDOMTREE TR 0.1%
Value ($000) $576 Shares 9,963 Est. Cost $48.62 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $570 Shares 11,719 Est. Cost $33.48 Unrealized +47.3%
LEGG MASON ETF INVT 0.1%
Value ($000) $567 Shares 23,775 Est. Cost $23.50 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value ($000) $567 Shares 2,131 Est. Cost $247.68 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $564 Shares 2,645 Est. Cost $153.18 Unrealized +32.4%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $557 Shares 5,420 Est. Cost $93.29 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $555 Shares 2,076 Est. Cost $225.31 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $549 Shares 5,123 Est. Cost $105.74 Unrealized
SPSB SPDR SER TR 0.1%
Value ($000) $547 Shares 18,413 Est. Cost $29.43 Unrealized
V VISA INC 0.1%
Value ($000) $519 Shares 1,978 Est. Cost $197.75 Unrealized +37.0%
VO VANGUARD INDEX FDS 0.1%
Value ($000) $518 Shares 2,140 Est. Cost $206.65 Unrealized
CVLC MORGAN STANLEY ETF TRUST 0.1%
Value ($000) $517 Shares 7,616 Est. Cost $64.03 Unrealized
GDX VANECK ETF TRUST 0.1%
Value ($000) $516 Shares 15,210 Est. Cost $33.93 Unrealized
EPI WISDOMTREE TR 0.1%
Value ($000) $514 Shares 10,648 Est. Cost $39.07 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $512 Shares 3,501 Est. Cost $156.98 Unrealized -9.9%
PAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $511 Shares 14,753 Est. Cost $33.69 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $497 Shares 5,141 Est. Cost $93.20 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $494 Shares 1,458 Est. Cost $80.29 Unrealized +86.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $492 Shares 4,959 Est. Cost $93.02 Unrealized +13.4%
PEP PEPSICO INC 0.1%
Value ($000) $476 Shares 2,888 Est. Cost $160.89 Unrealized +0.9%
SDY SPDR SER TR 0.1%
Value ($000) $469 Shares 3,690 Est. Cost $124.07 Unrealized
DXJ WISDOMTREE TR 0.1%
Value ($000) $469 Shares 4,157 Est. Cost $87.89 Unrealized
FCG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $464 Shares 17,663 Est. Cost $24.51 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $464 Shares 8,744 Est. Cost $49.71 Unrealized
QQEW FIRST TR NAS100 EQ WEIGHTED 0.1%
Value ($000) $458 Shares 3,714 Est. Cost $118.70 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $457 Shares 5,436 Est. Cost $74.95 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $456 Shares 4,505 Est. Cost $81.35 Unrealized +12.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $452 Shares 968 Est. Cost $428.24 Unrealized +3.1%
DSI ISHARES TR 0.1%
Value ($000) $447 Shares 4,307 Est. Cost $72.17 Unrealized
BA BOEING CO 0.1%
Value ($000) $446 Shares 2,452 Est. Cost $167.10 Unrealized +6.7%
RICK RCI HOSPITALITY HLDGS INC 0.1%
Value ($000) $436 Shares 10,000 Est. Cost $83.31 Unrealized -41.8%
PJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $435 Shares 11,202 Est. Cost $38.85 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $435 Shares 3,514 Est. Cost $93.20 Unrealized +30.6%
STT STATE STR CORP 0.1%
Value ($000) $434 Shares 5,869 Est. Cost $66.07 Unrealized +6.7%
DSTL ETF SER SOLUTIONS 0.1%
Value ($000) $433 Shares 8,432 Est. Cost $52.81 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $431 Shares 1,375 Est. Cost $156.76 Unrealized +102.4%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $426 Shares 2,464 Est. Cost $123.50 Unrealized +34.3%
VOTE TCW ETF TRUST 0.1%
Value ($000) $422 Shares 6,643 Est. Cost $61.26 Unrealized
SHM SPDR SER TR 0.1%
Value ($000) $420 Shares 8,903 Est. Cost $46.98 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $418 Shares 7,600 Est. Cost $77.25 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $417 Shares 10,360 Est. Cost $37.54 Unrealized
NANR SPDR INDEX SHS FDS 0.1%
Value ($000) $412 Shares 7,570 Est. Cost $53.12 Unrealized
COWG PACER FDS TR 0.1%
Value ($000) $409 Shares 15,078 Est. Cost $26.31 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $409 Shares 1,877 Est. Cost $183.53 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $401 Shares 8,448 Est. Cost $43.48 Unrealized +4.2%
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $391 Shares 7,389 Est. Cost $52.95 Unrealized
NULG NUSHARES ETF TR 0.1%
Value ($000) $370 Shares 4,563 Est. Cost $61.67 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $370 Shares 1,634 Est. Cost $190.15 Unrealized +18.6%
AMGN AMGEN INC 0.1%
Value ($000) $358 Shares 1,147 Est. Cost $243.40 Unrealized +14.8%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $352 Shares 5,129 Est. Cost $63.98 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $351 Shares 9,585 Est. Cost $72.57 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $350 Shares 937 Est. Cost $344.04 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $345 Shares 1,354 Est. Cost $247.15 Unrealized +3.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $345 Shares 406 Est. Cost $491.15 Unrealized +57.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $337 Shares 1,734 Est. Cost $152.20 Unrealized +15.7%
CVIE MORGAN STANLEY ETF TRUST 0.1%
Value ($000) $337 Shares 5,983 Est. Cost $56.36 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $329 Shares 5,233 Est. Cost $47.29 Unrealized
PROSHARES TR II 0.1%
Value ($000) $327 Shares 13,884 Est. Cost $23.54 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $325 Shares 2,279 Est. Cost $106.96 Unrealized
T AT&T INC 0.1%
Value ($000) $321 Shares 16,805 Est. Cost $15.10 Unrealized +7.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $317 Shares 1,339 Est. Cost $197.50 Unrealized +19.9%
AOR ISHARES TR 0.1%
Value ($000) $314 Shares 5,568 Est. Cost $48.39 Unrealized
FCFS FIRSTCASH HOLDINGS INC 0.1%
Value ($000) $313 Shares 2,981 Est. Cost $84.89 Unrealized +36.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $305 Shares 2,662 Est. Cost $108.93 Unrealized +5.9%
IHDG WISDOMTREE TR 0.0%
Value ($000) $296 Shares 6,500 Est. Cost $40.17 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $291 Shares 1,321 Est. Cost $188.89 Unrealized +17.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $290 Shares 871 Est. Cost $220.39 Unrealized +53.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $288 Shares 539 Est. Cost $447.44 Unrealized
BOXX EA SERIES TRUST 0.0%
Value ($000) $284 Shares 2,630 Est. Cost $107.81 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $282 Shares 3,009 Est. Cost $78.47 Unrealized
FESM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $279 Shares 9,592 Est. Cost $29.09 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $269 Shares 9,295 Est. Cost $28.95 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $268 Shares 1,941 Est. Cost $90.57 Unrealized +44.2%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $262 Shares 5,200 Est. Cost $50.38 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $249 Shares 494 Est. Cost $443.86 Unrealized +8.9%
RTX RTX CORPORATION 0.0%
Value ($000) $246 Shares 2,448 Est. Cost $75.63 Unrealized +32.4%
GDXJ VANECK ETF TRUST 0.0%
Value ($000) $245 Shares 5,814 Est. Cost $42.12 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $245 Shares 7,297 Est. Cost $32.23 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $244 Shares 40,553 Est. Cost $5.42 Unrealized +25.4%
OEF ISHARES TR 0.0%
Value ($000) $243 Shares 919 Est. Cost $223.37 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $240 Shares 1,697 Est. Cost $106.02 Unrealized +31.7%
ESGU ISHARES TR 0.0%
Value ($000) $239 Shares 2,000 Est. Cost $114.94 Unrealized
EFIV SPDR SER TR 0.0%
Value ($000) $237 Shares 4,462 Est. Cost $50.64 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $228 Shares 849 Est. Cost $250.12 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $227 Shares 1,377 Est. Cost $140.72 Unrealized +11.7%
LEU CENTRUS ENERGY CORP 0.0%
Value ($000) $227 Shares 5,308 Est. Cost $44.26 Unrealized 0.0%
DAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $227 Shares 6,416 Est. Cost $35.33 Unrealized
TCAF T ROWE PRICE ETF INC 0.0%
Value ($000) $225 Shares 7,169 Est. Cost $31.41 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $224 Shares 5,543 Est. Cost $39.14 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $218 Shares 2,243 Est. Cost $103.07 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $216 Shares 5,826 Est. Cost $36.05 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $213 Shares 5,359 Est. Cost $39.73 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $210 Shares 5,100 Est. Cost $30.41 Unrealized +19.9%
DMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $207 Shares 5,746 Est. Cost $36.00 Unrealized
SMR NUSCALE PWR CORP 0.0%
Value ($000) $190 Shares 16,274 Est. Cost $7.12 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $146 Shares 11,652 Est. Cost $11.09 Unrealized +0.3%
DNN DENISON MINES CORP 0.0%
Value ($000) $113 Shares 57,000 Est. Cost $1.38 Unrealized +53.4%
UUUU ENERGY FUELS INC 0.0%
Value ($000) $67 Shares 11,000 Est. Cost $6.74 Unrealized -9.4%
UROY URANIUM RTY CORP 0.0%
Value ($000) $25 Shares 11,000 Est. Cost $2.36 Unrealized +5.5%