Cypress Wealth Services, LLC Diversified Active

CIK: 0001721527 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 15, 2025

Total Value ($000): $610,633 (100.0% shares, 0.0% debt)

Holdings (346)

AAPL APPLE INC 5.7%
Value ($000) $34,669 Shares 136,156 Est. Cost $122.94 Unrealized +83.5%
IVV ISHARES TR 4.6%
Value ($000) $28,201 Shares 42,136 Est. Cost $401.46 Unrealized
SPYM SPDR SERIES TRUST 4.1%
Value ($000) $25,174 Shares 321,343 Est. Cost $52.67 Unrealized
QUAL ISHARES TR 3.8%
Value ($000) $23,173 Shares 119,142 Est. Cost $140.62 Unrealized
DYNF BLACKROCK ETF TRUST 3.7%
Value ($000) $22,769 Shares 384,616 Est. Cost $46.40 Unrealized
OEF ISHARES TR 3.1%
Value ($000) $19,131 Shares 57,479 Est. Cost $268.87 Unrealized
EFV ISHARES TR 2.8%
Value ($000) $17,194 Shares 253,484 Est. Cost $55.77 Unrealized
IVW ISHARES TR 2.6%
Value ($000) $16,159 Shares 133,856 Est. Cost $83.76 Unrealized
IVE ISHARES TR 2.0%
Value ($000) $12,283 Shares 59,479 Est. Cost $188.04 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.9%
Value ($000) $11,570 Shares 492,968 Est. Cost $34.76 Unrealized
MGK VANGUARD WORLD FD 1.7%
Value ($000) $10,415 Shares 25,881 Est. Cost $203.75 Unrealized
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $10,349 Shares 15,535 Est. Cost $449.10 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $8,767 Shares 16,927 Est. Cost $306.45 Unrealized +66.0%
ESGU ISHARES TR 1.4%
Value ($000) $8,518 Shares 58,505 Est. Cost $90.10 Unrealized
VOO VANGUARD INDEX FDS 1.3%
Value ($000) $8,199 Shares 13,389 Est. Cost $368.99 Unrealized
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $7,885 Shares 42,262 Est. Cost $107.67 Unrealized +61.9%
SPEM SPDR INDEX SHS FDS 1.2%
Value ($000) $7,495 Shares 160,106 Est. Cost $43.45 Unrealized
THRO BLACKROCK ETF TRUST 1.2%
Value ($000) $7,451 Shares 196,804 Est. Cost $35.66 Unrealized
BAI BLACKROCK ETF TRUST 1.2%
Value ($000) $7,227 Shares 211,561 Est. Cost $31.45 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $6,910 Shares 28,425 Est. Cost $120.10 Unrealized +74.2%
VO VANGUARD INDEX FDS 1.1%
Value ($000) $6,839 Shares 23,281 Est. Cost $207.31 Unrealized
IUSB ISHARES TR 1.1%
Value ($000) $6,631 Shares 141,959 Est. Cost $48.64 Unrealized
VYM VANGUARD WHITEHALL FDS 1.1%
Value ($000) $6,466 Shares 45,877 Est. Cost $93.93 Unrealized
IEMG ISHARES INC 1.0%
Value ($000) $6,152 Shares 93,332 Est. Cost $55.71 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $6,038 Shares 27,500 Est. Cost $147.89 Unrealized +53.1%
VEA VANGUARD TAX-MANAGED FDS 1.0%
Value ($000) $5,909 Shares 98,612 Est. Cost $48.44 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $5,628 Shares 22,132 Est. Cost $195.62 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $5,612 Shares 12,620 Est. Cost $251.01 Unrealized +38.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $5,610 Shares 11,159 Est. Cost $281.53 Unrealized +72.0%
GOOG ALPHABET INC 0.8%
Value ($000) $4,775 Shares 19,605 Est. Cost $122.41 Unrealized +71.5%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $4,506 Shares 4,868 Est. Cost $547.55 Unrealized +74.7%
PFF ISHARES TR 0.7%
Value ($000) $4,475 Shares 141,514 Est. Cost $38.56 Unrealized
MBB ISHARES TR 0.7%
Value ($000) $4,414 Shares 46,393 Est. Cost $95.52 Unrealized
EFG ISHARES TR 0.7%
Value ($000) $4,327 Shares 37,993 Est. Cost $98.79 Unrealized
IYW ISHARES TR 0.7%
Value ($000) $4,289 Shares 21,896 Est. Cost $104.21 Unrealized
IAU ISHARES GOLD TR 0.7%
Value ($000) $4,088 Shares 56,182 Est. Cost $58.16 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $4,025 Shares 6,704 Est. Cost $365.86 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $3,801 Shares 45,193 Est. Cost $95.40 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $3,682 Shares 5,013 Est. Cost $328.87 Unrealized +126.0%
HYG ISHARES TR 0.6%
Value ($000) $3,531 Shares 43,492 Est. Cost $87.21 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value ($000) $3,505 Shares 11,113 Est. Cost $129.32 Unrealized +128.8%
IVLU ISHARES TR 0.6%
Value ($000) $3,388 Shares 95,493 Est. Cost $24.55 Unrealized
TLH ISHARES TR 0.5%
Value ($000) $3,215 Shares 31,216 Est. Cost $107.10 Unrealized
BINC BLACKROCK ETF TRUST II 0.5%
Value ($000) $3,048 Shares 57,252 Est. Cost $52.57 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2,983 Shares 24,644 Est. Cost $95.67 Unrealized
NVBU AIM ETF PRODUCTS TRUST 0.5%
Value ($000) $2,821 Shares 99,652 Est. Cost $25.56 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,722 Shares 99,691 Est. Cost $40.59 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $2,693 Shares 8,163 Est. Cost $197.97 Unrealized +54.4%
DVY ISHARES TR 0.4%
Value ($000) $2,660 Shares 18,720 Est. Cost $106.50 Unrealized
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $2,597 Shares 9,972 Est. Cost $184.06 Unrealized +45.3%
SHLD GLOBAL X FDS 0.4%
Value ($000) $2,594 Shares 36,927 Est. Cost $70.24 Unrealized
SHOP SHOPIFY INC 0.4%
Value ($000) $2,551 Shares 17,164 Est. Cost $53.22 Unrealized +154.7%
MUB ISHARES TR 0.4%
Value ($000) $2,483 Shares 23,318 Est. Cost $107.97 Unrealized
VDC VANGUARD WORLD FD 0.4%
Value ($000) $2,455 Shares 11,487 Est. Cost $174.50 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $2,351 Shares 52,617 Est. Cost $31.61 Unrealized
MTUM ISHARES TR 0.4%
Value ($000) $2,316 Shares 9,032 Est. Cost $205.33 Unrealized
IWB ISHARES TR 0.4%
Value ($000) $2,315 Shares 6,333 Est. Cost $243.54 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,121 Shares 25,396 Est. Cost $136.39 Unrealized -35.4%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $2,036 Shares 6,130 Est. Cost $146.20 Unrealized +116.5%
LLY ELI LILLY & CO 0.3%
Value ($000) $2,024 Shares 2,653 Est. Cost $409.37 Unrealized +81.3%
DFAS DIMENSIONAL ETF TRUST 0.3%
Value ($000) $2,020 Shares 29,510 Est. Cost $58.21 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $1,914 Shares 8,870 Est. Cost $140.67 Unrealized
XTEN BONDBLOXX ETF TRUST 0.3%
Value ($000) $1,891 Shares 40,549 Est. Cost $46.50 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,809 Shares 16,043 Est. Cost $66.69 Unrealized +64.5%
PJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,740 Shares 38,167 Est. Cost $45.60 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,735 Shares 32,016 Est. Cost $49.69 Unrealized
IEV ISHARES TR 0.3%
Value ($000) $1,722 Shares 26,295 Est. Cost $42.89 Unrealized
ZNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,687 Shares 63,901 Est. Cost $25.10 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $1,683 Shares 34,021 Est. Cost $50.86 Unrealized
ITA ISHARES TR 0.3%
Value ($000) $1,591 Shares 7,604 Est. Cost $209.26 Unrealized
VV VANGUARD INDEX FDS 0.3%
Value ($000) $1,589 Shares 5,162 Est. Cost $186.32 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $1,583 Shares 5,630 Est. Cost $91.00 Unrealized +179.3%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $1,571 Shares 10,116 Est. Cost $95.05 Unrealized +60.2%
SUSL ISHARES TR 0.3%
Value ($000) $1,567 Shares 13,388 Est. Cost $75.60 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,545 Shares 14,996 Est. Cost $57.58 Unrealized +72.4%
USMV ISHARES TR 0.2%
Value ($000) $1,523 Shares 16,003 Est. Cost $70.50 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,494 Shares 1,876 Est. Cost $385.30 Unrealized +90.7%
IAGG ISHARES TR 0.2%
Value ($000) $1,451 Shares 28,317 Est. Cost $51.10 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,440 Shares 17,183 Est. Cost $34.57 Unrealized +132.8%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,388 Shares 27,721 Est. Cost $51.83 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $1,378 Shares 14,473 Est. Cost $88.02 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP 0.2%
Value ($000) $1,347 Shares 85,824 Est. Cost $9.19 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,329 Shares 7,169 Est. Cost $136.24 Unrealized +24.4%
ZJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,322 Shares 46,006 Est. Cost $26.78 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $1,263 Shares 3,850 Est. Cost $265.10 Unrealized
DECW AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $1,247 Shares 37,800 Est. Cost $30.05 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value ($000) $1,239 Shares 41,835 Est. Cost $14.56 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,236 Shares 7,622 Est. Cost $83.53 Unrealized +97.7%
SLV ISHARES SILVER TR 0.2%
Value ($000) $1,213 Shares 28,618 Est. Cost $27.92 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $1,213 Shares 8,325 Est. Cost $99.60 Unrealized
V VISA INC 0.2%
Value ($000) $1,202 Shares 3,520 Est. Cost $235.01 Unrealized +46.9%
YJUN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $1,191 Shares 47,519 Est. Cost $25.07 Unrealized
NJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,187 Shares 16,688 Est. Cost $71.11 Unrealized
SDOG ALPS ETF TR 0.2%
Value ($000) $1,090 Shares 18,094 Est. Cost $51.85 Unrealized
WABC WESTAMERICA BANCORPORATION 0.2%
Value ($000) $1,089 Shares 21,775 Est. Cost $52.96 Unrealized -8.6%
IXN ISHARES TR 0.2%
Value ($000) $1,061 Shares 10,277 Est. Cost $95.59 Unrealized
BE BLOOM ENERGY CORP 0.2%
Value ($000) $1,056 Shares 12,488 Est. Cost $17.53 Unrealized +164.9%
NFLX NETFLIX INC 0.2%
Value ($000) $1,050 Shares 876 Est. Cost $51.48 Unrealized +137.1%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $1,034 Shares 15,914 Est. Cost $44.02 Unrealized
ZOCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,033 Shares 38,881 Est. Cost $25.26 Unrealized
JULW AIM ETF PRODUCTS TRUST 0.2%
Value ($000) $1,031 Shares 26,852 Est. Cost $38.41 Unrealized
TJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,021 Shares 34,867 Est. Cost $29.28 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,018 Shares 49,199 Est. Cost $21.42 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,016 Shares 51,944 Est. Cost $20.22 Unrealized
JAJL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,016 Shares 35,448 Est. Cost $28.65 Unrealized
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $1,012 Shares 6,948 Est. Cost $96.95 Unrealized +32.8%
XCEM COLUMBIA ETF TR II 0.2%
Value ($000) $1,007 Shares 27,706 Est. Cost $30.68 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $988 Shares 50,120 Est. Cost $20.45 Unrealized
COWZ PACER FDS TR 0.2%
Value ($000) $986 Shares 17,158 Est. Cost $47.66 Unrealized
IGM ISHARES TR 0.2%
Value ($000) $953 Shares 7,568 Est. Cost $116.98 Unrealized
BLK BLACKROCK INC 0.2%
Value ($000) $950 Shares 814 Est. Cost $988.68 Unrealized +12.1%
BSCS INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $949 Shares 46,134 Est. Cost $20.30 Unrealized
LGLV SPDR SERIES TRUST 0.2%
Value ($000) $920 Shares 5,166 Est. Cost $120.76 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $903 Shares 13,193 Est. Cost $39.17 Unrealized +72.0%
BSCT INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $897 Shares 47,671 Est. Cost $18.54 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $879 Shares 9,417 Est. Cost $89.39 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $879 Shares 19,999 Est. Cost $42.35 Unrealized +0.3%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $872 Shares 1,881 Est. Cost $337.22 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $860 Shares 7,693 Est. Cost $42.11 Unrealized +132.0%
OCTU AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $851 Shares 30,421 Est. Cost $25.33 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $846 Shares 2,998 Est. Cost $207.39 Unrealized +38.2%
TJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $827 Shares 30,599 Est. Cost $26.35 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $822 Shares 8,611 Est. Cost $54.44 Unrealized +73.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $809 Shares 7,070 Est. Cost $132.42 Unrealized -11.7%
IEFA ISHARES TR 0.1%
Value ($000) $796 Shares 9,121 Est. Cost $71.97 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $787 Shares 29,725 Est. Cost $24.89 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $784 Shares 4,297 Est. Cost $102.63 Unrealized +57.9%
AGI ALAMOS GOLD INC NEW 0.1%
Value ($000) $772 Shares 22,136 Est. Cost $18.27 Unrealized +56.5%
EMGF ISHARES INC 0.1%
Value ($000) $742 Shares 13,113 Est. Cost $41.64 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $733 Shares 3,914 Est. Cost $215.30 Unrealized -14.5%
INVESCO CALIF VALUE MUN INCO 0.1%
Value ($000) $720 Shares 68,002 Est. Cost $10.93 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $710 Shares 14,080 Est. Cost $29.12 Unrealized +58.4%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $710 Shares 7,912 Est. Cost $63.17 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $708 Shares 10,485 Est. Cost $56.94 Unrealized
ZAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $706 Shares 27,741 Est. Cost $25.05 Unrealized
ETR ENTERGY CORP NEW 0.1%
Value ($000) $705 Shares 7,562 Est. Cost $60.84 Unrealized +43.2%
CRM SALESFORCE INC 0.1%
Value ($000) $699 Shares 2,951 Est. Cost $266.04 Unrealized -5.5%
EEM ISHARES TR 0.1%
Value ($000) $694 Shares 12,992 Est. Cost $46.00 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $694 Shares 1,712 Est. Cost $273.92 Unrealized +42.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $691 Shares 3,763 Est. Cost $156.41 Unrealized +23.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $689 Shares 1,212 Est. Cost $385.29 Unrealized +48.8%
IWF ISHARES TR 0.1%
Value ($000) $688 Shares 1,470 Est. Cost $280.52 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $677 Shares 10,207 Est. Cost $52.32 Unrealized +29.8%
F FORD MTR CO 0.1%
Value ($000) $677 Shares 56,593 Est. Cost $6.71 Unrealized +68.8%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $677 Shares 3,628 Est. Cost $128.37 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $667 Shares 7,000 Est. Cost $86.19 Unrealized +5.9%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $666 Shares 5,291 Est. Cost $64.20 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $658 Shares 5,258 Est. Cost $88.62 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $655 Shares 121 Est. Cost $2821.96 Unrealized +97.2%
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $650 Shares 2,765 Est. Cost $184.54 Unrealized +27.4%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $646 Shares 8,085 Est. Cost $82.60 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $643 Shares 1,341 Est. Cost $258.34 Unrealized
IAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $642 Shares 23,021 Est. Cost $24.22 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $636 Shares 1,311 Est. Cost $440.72 Unrealized +5.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $625 Shares 5,048 Est. Cost $91.00 Unrealized +31.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $614 Shares 19,540 Est. Cost $37.75 Unrealized -12.1%
MAXJ ISHARES TR 0.1%
Value ($000) $612 Shares 21,814 Est. Cost $27.51 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $610 Shares 4,222 Est. Cost $79.53 Unrealized +66.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $604 Shares 7,137 Est. Cost $78.77 Unrealized +12.4%
XBFZX BLACKROCK CALIF MUN INCOME T 0.1%
Value ($000) $604 Shares 55,139 Est. Cost $10.81 Unrealized
MAYW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $604 Shares 18,314 Est. Cost $32.16 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $587 Shares 2,101 Est. Cost $158.13 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $576 Shares 2,490 Est. Cost $147.49 Unrealized +36.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $571 Shares 1,606 Est. Cost $194.62 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $563 Shares 6,905 Est. Cost $69.86 Unrealized +6.4%
BLACKROCK MUNIHLDNGS CALI QL 0.1%
Value ($000) $562 Shares 51,771 Est. Cost $10.85 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.1%
Value ($000) $562 Shares 12,274 Est. Cost $27.77 Unrealized
EATON VANCE CALIF MUN INCOM 0.1%
Value ($000) $558 Shares 55,399 Est. Cost $9.69 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $558 Shares 4,561 Est. Cost $92.99 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $557 Shares 21,028 Est. Cost $24.87 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $551 Shares 15,153 Est. Cost $27.99 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $551 Shares 2,191 Est. Cost $157.09 Unrealized +55.5%
IFRA ISHARES TR 0.1%
Value ($000) $546 Shares 10,344 Est. Cost $37.10 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $544 Shares 1,576 Est. Cost $374.34 Unrealized -20.1%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $543 Shares 6,959 Est. Cost $75.74 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $524 Shares 1,857 Est. Cost $160.94 Unrealized +61.3%
GOVT ISHARES TR 0.1%
Value ($000) $515 Shares 22,283 Est. Cost $25.39 Unrealized
LCTU BLACKROCK ETF TRUST 0.1%
Value ($000) $515 Shares 7,091 Est. Cost $67.40 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $506 Shares 9,806 Est. Cost $27.54 Unrealized +75.5%
GSK GSK PLC 0.1%
Value ($000) $502 Shares 11,642 Est. Cost $35.88 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $499 Shares 1,831 Est. Cost $238.40 Unrealized +19.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $494 Shares 2,569 Est. Cost $184.11 Unrealized +11.1%
APRW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $491 Shares 14,336 Est. Cost $33.36 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $479 Shares 3,119 Est. Cost $134.32 Unrealized +15.3%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $478 Shares 2,838 Est. Cost $76.56 Unrealized +78.7%
RIVERNORTH OPPORTUNISTIC MUN 0.1%
Value ($000) $475 Shares 32,500 Est. Cost $21.60 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $475 Shares 1,752 Est. Cost $296.94 Unrealized
GNMA ISHARES TR 0.1%
Value ($000) $472 Shares 10,634 Est. Cost $44.02 Unrealized
DE DEERE & CO 0.1%
Value ($000) $470 Shares 1,029 Est. Cost $484.68 Unrealized +1.0%
PFE PFIZER INC 0.1%
Value ($000) $465 Shares 18,259 Est. Cost $29.03 Unrealized -16.8%
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $464 Shares 4,666 Est. Cost $99.53 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $461 Shares 3,279 Est. Cost $139.79 Unrealized +0.5%
KKR KKR & CO INC 0.1%
Value ($000) $446 Shares 3,433 Est. Cost $72.45 Unrealized +95.5%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $442 Shares 2,160 Est. Cost $157.45 Unrealized +14.8%
PAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $436 Shares 10,266 Est. Cost $34.05 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $434 Shares 22,667 Est. Cost $17.46 Unrealized 0.0%
FNV FRANCO NEV CORP 0.1%
Value ($000) $425 Shares 1,907 Est. Cost $128.78 Unrealized +39.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $422 Shares 1,910 Est. Cost $204.98 Unrealized +9.1%
SIZE ISHARES TR 0.1%
Value ($000) $420 Shares 2,615 Est. Cost $123.53 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $418 Shares 1,988 Est. Cost $174.59 Unrealized +18.6%
JMOM J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $417 Shares 6,148 Est. Cost $56.36 Unrealized
T AT&T INC 0.1%
Value ($000) $413 Shares 14,612 Est. Cost $16.89 Unrealized +66.1%
LYG LLOYDS BANKING GROUP PLC 0.1%
Value ($000) $412 Shares 90,844 Est. Cost $2.21 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $404 Shares 1,639 Est. Cost $247.52 Unrealized +5.3%
PJUN INNOVATOR ETFS TRUST 0.1%
Value ($000) $398 Shares 9,684 Est. Cost $29.54 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $395 Shares 3,222 Est. Cost $98.80 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $387 Shares 8,466 Est. Cost $35.53 Unrealized +24.8%
GPC GENUINE PARTS CO 0.1%
Value ($000) $384 Shares 2,772 Est. Cost $127.39 Unrealized +3.9%
GBF ISHARES TR 0.1%
Value ($000) $377 Shares 3,576 Est. Cost $100.06 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $372 Shares 1,223 Est. Cost $226.09 Unrealized +33.3%
MARW AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $372 Shares 11,059 Est. Cost $32.54 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $371 Shares 1,288 Est. Cost $244.35 Unrealized +8.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $370 Shares 1,262 Est. Cost $216.94 Unrealized +37.3%
AGG ISHARES TR 0.1%
Value ($000) $370 Shares 3,694 Est. Cost $103.56 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $368 Shares 3,562 Est. Cost $102.91 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $368 Shares 2,200 Est. Cost $112.64 Unrealized +37.0%
NNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $366 Shares 12,819 Est. Cost $25.81 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $361 Shares 2,248 Est. Cost $96.65 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $357 Shares 17,509 Est. Cost $19.40 Unrealized +10.0%
AAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $350 Shares 12,519 Est. Cost $25.29 Unrealized
PMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $347 Shares 7,904 Est. Cost $35.94 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $343 Shares 2,995 Est. Cost $76.80 Unrealized +39.5%
BX BLACKSTONE INC 0.1%
Value ($000) $343 Shares 2,005 Est. Cost $84.02 Unrealized +101.7%
DECU AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $339 Shares 12,628 Est. Cost $24.56 Unrealized
ZFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $339 Shares 13,574 Est. Cost $24.38 Unrealized
STRV EA SERIES TRUST 0.1%
Value ($000) $338 Shares 7,820 Est. Cost $36.08 Unrealized
IBDT ISHARES TR 0.1%
Value ($000) $336 Shares 13,171 Est. Cost $28.29 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $335 Shares 984 Est. Cost $259.78 Unrealized +20.8%
ESGE ISHARES INC 0.1%
Value ($000) $335 Shares 7,723 Est. Cost $39.40 Unrealized
VNOM VIPER ENERGY INC 0.1%
Value ($000) $335 Shares 8,771 Est. Cost $38.10 Unrealized 0.0%
DSI ISHARES TR 0.1%
Value ($000) $332 Shares 2,637 Est. Cost $116.37 Unrealized
BALL BALL CORP 0.1%
Value ($000) $332 Shares 6,582 Est. Cost $86.65 Unrealized -38.0%
IWD ISHARES TR 0.1%
Value ($000) $331 Shares 1,626 Est. Cost $203.59 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $329 Shares 1,978 Est. Cost $156.73 Unrealized +0.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $328 Shares 4,961 Est. Cost $28.45 Unrealized +115.9%
AJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $325 Shares 11,357 Est. Cost $26.93 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $324 Shares 4,909 Est. Cost $63.80 Unrealized +13.1%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $324 Shares 1,704 Est. Cost $193.65 Unrealized -6.1%
SYY SYSCO CORP 0.1%
Value ($000) $323 Shares 3,923 Est. Cost $71.09 Unrealized +10.9%
MS MORGAN STANLEY 0.1%
Value ($000) $323 Shares 2,029 Est. Cost $123.17 Unrealized +18.9%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $322 Shares 1,924 Est. Cost $94.16 Unrealized +35.7%
MCK MCKESSON CORP 0.1%
Value ($000) $322 Shares 417 Est. Cost $563.37 Unrealized +24.8%
MRK MERCK & CO INC 0.1%
Value ($000) $322 Shares 3,835 Est. Cost $98.55 Unrealized -17.8%
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $320 Shares 2,944 Est. Cost $108.69 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $320 Shares 652 Est. Cost $339.95 Unrealized +33.8%
ABT ABBOTT LABS 0.1%
Value ($000) $317 Shares 2,366 Est. Cost $101.62 Unrealized +28.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $315 Shares 3,334 Est. Cost $104.69 Unrealized -10.9%
ELV ELEVANCE HEALTH INC FORMERLY 0.1%
Value ($000) $314 Shares 972 Est. Cost $428.89 Unrealized -28.2%
IWM ISHARES TR 0.1%
Value ($000) $313 Shares 1,294 Est. Cost $214.60 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $310 Shares 1,032 Est. Cost $220.16 Unrealized +23.9%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $307 Shares 1,244 Est. Cost $198.34 Unrealized
AVDE AMERICAN CENTY ETF TR 0.1%
Value ($000) $306 Shares 3,881 Est. Cost $78.90 Unrealized
PDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $304 Shares 7,232 Est. Cost $31.45 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $304 Shares 4,888 Est. Cost $47.84 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $301 Shares 2,116 Est. Cost $139.66 Unrealized
FISV FISERV INC 0.0%
Value ($000) $297 Shares 2,304 Est. Cost $176.31 Unrealized -18.7%
SRE SEMPRA 0.0%
Value ($000) $291 Shares 3,230 Est. Cost $77.91 Unrealized +2.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $289 Shares 485 Est. Cost $556.40 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $288 Shares 11,213 Est. Cost $23.83 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $288 Shares 907 Est. Cost $283.70 Unrealized +7.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $287 Shares 575 Est. Cost $448.15 Unrealized 0.0%
AMLP ALPS ETF TR 0.0%
Value ($000) $286 Shares 6,093 Est. Cost $39.30 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $285 Shares 2,642 Est. Cost $100.52 Unrealized 0.0%
TLT ISHARES TR 0.0%
Value ($000) $283 Shares 3,162 Est. Cost $95.44 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $282 Shares 21,437 Est. Cost $15.10 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $281 Shares 2,363 Est. Cost $100.71 Unrealized
LII LENNOX INTL INC 0.0%
Value ($000) $281 Shares 530 Est. Cost $581.04 Unrealized 0.0%
RBA RB GLOBAL INC 0.0%
Value ($000) $274 Shares 2,532 Est. Cost $89.72 Unrealized +25.0%
EJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $273 Shares 8,220 Est. Cost $28.27 Unrealized
PAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $273 Shares 7,112 Est. Cost $37.29 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $273 Shares 2,126 Est. Cost $112.10 Unrealized
MART AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $271 Shares 7,198 Est. Cost $35.91 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $271 Shares 2,774 Est. Cost $80.96 Unrealized +27.9%
ICVT ISHARES TR 0.0%
Value ($000) $271 Shares 2,705 Est. Cost $83.89 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $267 Shares 3,349 Est. Cost $64.69 Unrealized
QCJA FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $267 Shares 12,444 Est. Cost $20.64 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $263 Shares 417 Est. Cost $526.61 Unrealized +12.9%
SDY SPDR SERIES TRUST 0.0%
Value ($000) $260 Shares 1,860 Est. Cost $132.10 Unrealized
FSM FORTUNA MNG CORP 0.0%
Value ($000) $258 Shares 28,795 Est. Cost $5.04 Unrealized +44.8%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $252 Shares 3,320 Est. Cost $63.45 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $252 Shares 3,865 Est. Cost $120.93 Unrealized
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $248 Shares 20,208 Est. Cost $10.76 Unrealized -13.9%
USXF ISHARES TR 0.0%
Value ($000) $248 Shares 4,332 Est. Cost $53.93 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $248 Shares 4,500 Est. Cost $34.14 Unrealized
CRWV COREWEAVE INC 0.0%
Value ($000) $248 Shares 1,813 Est. Cost $118.31 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $248 Shares 1,849 Est. Cost $105.52 Unrealized 0.0%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $245 Shares 1,456 Est. Cost $157.36 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $240 Shares 921 Est. Cost $237.16 Unrealized +8.5%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $240 Shares 1,343 Est. Cost $178.73 Unrealized
IJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $240 Shares 7,328 Est. Cost $25.07 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $239 Shares 783 Est. Cost $227.05 Unrealized +19.5%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $239 Shares 10,271 Est. Cost $22.10 Unrealized
W WAYFAIR INC 0.0%
Value ($000) $239 Shares 2,673 Est. Cost $73.26 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $238 Shares 2,732 Est. Cost $80.77 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $238 Shares 3,343 Est. Cost $59.90 Unrealized +7.2%
AOCT INNOVATOR ETFS TRUST 0.0%
Value ($000) $238 Shares 9,056 Est. Cost $24.86 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $238 Shares 2,342 Est. Cost $94.11 Unrealized 0.0%
EIX EDISON INTL 0.0%
Value ($000) $236 Shares 4,263 Est. Cost $52.68 Unrealized +0.8%
BJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $234 Shares 5,125 Est. Cost $39.08 Unrealized
APP APPLOVIN CORP 0.0%
Value ($000) $234 Shares 326 Est. Cost $461.14 Unrealized 0.0%
PPA INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $232 Shares 1,495 Est. Cost $155.45 Unrealized
UNILEVER PLC 0.0%
Value ($000) $232 Shares 3,913 Est. Cost $57.02 Unrealized
IBDR ISHARES TR 0.0%
Value ($000) $228 Shares 9,399 Est. Cost $26.40 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $228 Shares 5,818 Est. Cost $43.73 Unrealized -1.2%
ETN EATON CORP PLC 0.0%
Value ($000) $227 Shares 607 Est. Cost $306.71 Unrealized +18.4%
HIMU BLACKROCK ETF TRUST II 0.0%
Value ($000) $225 Shares 4,584 Est. Cost $49.19 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $223 Shares 2,051 Est. Cost $101.35 Unrealized 0.0%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $222 Shares 2,371 Est. Cost $74.95 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $221 Shares 8,374 Est. Cost $24.44 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $220 Shares 5,621 Est. Cost $54.18 Unrealized -16.9%
SEPU AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $220 Shares 7,726 Est. Cost $26.73 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $220 Shares 3,822 Est. Cost $57.52 Unrealized
FETH FIDELITY ETHEREUM FD 0.0%
Value ($000) $219 Shares 5,263 Est. Cost $41.55 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $217 Shares 2,597 Est. Cost $76.49 Unrealized +8.1%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $217 Shares 6,788 Est. Cost $31.91 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $216 Shares 2,430 Est. Cost $89.03 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $216 Shares 880 Est. Cost $238.95 Unrealized 0.0%
NUE NUCOR CORP 0.0%
Value ($000) $216 Shares 1,596 Est. Cost $115.51 Unrealized +21.6%
IBDS ISHARES TR 0.0%
Value ($000) $216 Shares 8,867 Est. Cost $27.40 Unrealized
THM INTERNATIONAL TOWER HILL MIN 0.0%
Value ($000) $213 Shares 129,687 Est. Cost $1.44 Unrealized -9.9%
FCAL FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $212 Shares 4,355 Est. Cost $49.91 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $212 Shares 3,635 Est. Cost $58.21 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $211 Shares 597 Est. Cost $553.51 Unrealized -35.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $210 Shares 2,624 Est. Cost $84.64 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $209 Shares 2,491 Est. Cost $73.50 Unrealized 0.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $209 Shares 2,095 Est. Cost $99.81 Unrealized
PSTG PURE STORAGE INC 0.0%
Value ($000) $209 Shares 2,491 Est. Cost $66.50 Unrealized 0.0%
PFEB INNOVATOR ETFS TRUST 0.0%
Value ($000) $208 Shares 5,244 Est. Cost $39.69 Unrealized
DBEU DBX ETF TR 0.0%
Value ($000) $207 Shares 4,487 Est. Cost $46.05 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $206 Shares 998 Est. Cost $188.34 Unrealized +7.0%
BITB BITWISE BITCOIN ETF TR 0.0%
Value ($000) $206 Shares 3,313 Est. Cost $62.22 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $205 Shares 832 Est. Cost $257.53 Unrealized -10.0%
NUVEEN NASDAQ 100 DYNAMIC OV 0.0%
Value ($000) $204 Shares 7,441 Est. Cost $27.46 Unrealized
AUGW AIM ETF PRODUCTS TRUST 0.0%
Value ($000) $204 Shares 6,372 Est. Cost $31.96 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $202 Shares 2,224 Est. Cost $56.57 Unrealized +55.5%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $201 Shares 670 Est. Cost $276.03 Unrealized 0.0%
MDYV SPDR SERIES TRUST 0.0%
Value ($000) $201 Shares 2,408 Est. Cost $55.46 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $189 Shares 15,487 Est. Cost $7.43 Unrealized +41.5%
NG NOVAGOLD RES INC 0.0%
Value ($000) $178 Shares 20,214 Est. Cost $3.32 Unrealized +84.4%
SVM SILVERCORP METALS INC 0.0%
Value ($000) $176 Shares 27,878 Est. Cost $6.88 Unrealized -28.9%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value ($000) $152 Shares 20,000 Est. Cost $5.16 Unrealized +61.5%
NB NIOCORP DEVS LTD 0.0%
Value ($000) $101 Shares 15,090 Est. Cost $1.61 Unrealized +161.8%
BITF BITFARMS LTD 0.0%
Value ($000) $70 Shares 24,650 Est. Cost $4.10 Unrealized -62.2%
TMQ TRILOGY METALS INC NEW 0.0%
Value ($000) $41 Shares 19,600 Est. Cost $0.55 Unrealized +221.1%
AREC AMERICAN RES CORP 0.0%
Value ($000) $36 Shares 13,467 Est. Cost $0.62 Unrealized +177.7%
PLUG PLUG POWER INC 0.0%
Value ($000) $25 Shares 10,648 Est. Cost $22.29 Unrealized -92.4%