Valeo Financial Advisors, LLC Diversified Active

CIK: 0001722641 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 20, 2023

Total Value ($000): $2,195,036 (100.0% shares, 0.0% debt)

Holdings (646)

SPY SPDR S&P 500 ETF 18.0%
Value ($000) $394,903 Shares 1,200,928 Est. Cost $305.59 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 6.8%
Value ($000) $150,010 Shares 1,758,799 Est. Cost $83.60 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 5.0%
Value ($000) $109,623 Shares 951,862 Est. Cost $129.70 Unrealized
AAPL APPLE INC 4.6%
Value ($000) $101,874 Shares 638,852 Est. Cost $119.68 Unrealized +51.5%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 3.9%
Value ($000) $85,545 Shares 1,558,134 Est. Cost $64.36 Unrealized
IVV ISHARES S&P 500 INDEX 3.3%
Value ($000) $71,583 Shares 166,692 Est. Cost $370.79 Unrealized
MSFT MICROSOFT 2.7%
Value ($000) $58,501 Shares 215,875 Est. Cost $189.25 Unrealized +71.5%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 2.6%
Value ($000) $56,346 Shares 985,932 Est. Cost $51.73 Unrealized
LLY ELI LILLY & CO COM 2.5%
Value ($000) $55,680 Shares 103,663 Est. Cost $231.75 Unrealized +118.7%
EFA ISHARES MSCI EAFE ETF 2.1%
Value ($000) $45,382 Shares 658,469 Est. Cost $65.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.9%
Value ($000) $41,174 Shares 284,807 Est. Cost $241.37 Unrealized +47.0%
AMZN AMAZON.COM INC 1.6%
Value ($000) $35,801 Shares 294,243 Est. Cost $119.79 Unrealized +11.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.4%
Value ($000) $29,911 Shares 762,841 Est. Cost $42.20 Unrealized
GOOGL GOOGLE INC 1.2%
Value ($000) $26,942 Shares 234,778 Est. Cost $108.63 Unrealized +18.2%
IWM ISHARES RUSSELL 2000 ETF 1.0%
Value ($000) $22,288 Shares 126,105 Est. Cost $175.35 Unrealized
IEFA ISHARES CORE MSCI EAFE 1.0%
Value ($000) $22,009 Shares 342,013 Est. Cost $58.73 Unrealized
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $21,639 Shares 173,557 Est. Cost $98.67 Unrealized +44.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $21,343 Shares 488,177 Est. Cost $42.13 Unrealized
NVDA NVIDIA CORP 0.9%
Value ($000) $18,881 Shares 43,407 Est. Cost $24.39 Unrealized +83.6%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $16,812 Shares 167,728 Est. Cost $101.99 Unrealized +26.5%
VOO VANGUARD S&P 500 ETF 0.7%
Value ($000) $15,767 Shares 40,150 Est. Cost $346.95 Unrealized
QQQ POWERSHARES QQQ TR 0.7%
Value ($000) $15,128 Shares 42,226 Est. Cost $252.64 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $14,504 Shares 121,321 Est. Cost $126.21 Unrealized +21.5%
V VISA INC 0.6%
Value ($000) $13,643 Shares 59,313 Est. Cost $183.12 Unrealized +29.0%
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $12,570 Shares 86,178 Est. Cost $93.70 Unrealized +53.8%
TSLA TESLA MOTORS INC 0.6%
Value ($000) $12,528 Shares 50,067 Est. Cost $214.41 Unrealized +19.8%
META META PLATFORMS INC CL A 0.5%
Value ($000) $10,019 Shares 72,708 Est. Cost $263.88 Unrealized +13.4%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.4%
Value ($000) $9,651 Shares 261,543 Est. Cost $33.43 Unrealized
MA MASTERCARD INC 0.4%
Value ($000) $9,534 Shares 24,081 Est. Cost $292.81 Unrealized +35.3%
PEP PEPSICO INC COM 0.4%
Value ($000) $9,378 Shares 82,732 Est. Cost $117.96 Unrealized +41.7%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $9,336 Shares 79,400 Est. Cost $56.14 Unrealized +79.9%
HD HOME DEPOT 0.4%
Value ($000) $9,030 Shares 29,885 Est. Cost $253.61 Unrealized +19.5%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.4%
Value ($000) $8,714 Shares 289,509 Est. Cost $29.37 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value ($000) $8,625 Shares 56,811 Est. Cost $136.82 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $8,502 Shares 31,963 Est. Cost $141.23 Unrealized
ORCL ORACLE CORPORATION 0.4%
Value ($000) $8,150 Shares 76,945 Est. Cost $53.43 Unrealized +111.1%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $8,131 Shares 214,253 Est. Cost $43.83 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $8,013 Shares 96,593 Est. Cost $68.61 Unrealized +45.5%
COST COSTCO WHOLESALE CORP 0.3%
Value ($000) $7,654 Shares 13,549 Est. Cost $429.36 Unrealized +24.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $7,441 Shares 14 Est. Cost $286738.97 Unrealized +88.0%
WMT WALMART INC COM 0.3%
Value ($000) $7,314 Shares 45,731 Est. Cost $34.72 Unrealized +49.2%
MBIN MERCHANTS BANCORP IND COM 0.3%
Value ($000) $7,204 Shares 259,899 Est. Cost $24.90 Unrealized +13.1%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $7,202 Shares 42,712 Est. Cost $102.61 Unrealized +42.1%
UNH UNITEDHEALTH GROUP 0.3%
Value ($000) $7,068 Shares 14,018 Est. Cost $397.72 Unrealized +18.2%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $6,798 Shares 114,129 Est. Cost $129.50 Unrealized -35.6%
ABBV ABBVIE INC COM 0.3%
Value ($000) $6,672 Shares 79,432 Est. Cost $83.02 Unrealized +63.0%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $6,508 Shares 24,703 Est. Cost $182.72 Unrealized +47.5%
PFE PFIZER INC COM 0.3%
Value ($000) $6,418 Shares 193,498 Est. Cost $28.23 Unrealized +8.3%
AMGN AMGEN INC 0.3%
Value ($000) $6,373 Shares 46,091 Est. Cost $188.03 Unrealized +23.3%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $6,283 Shares 126,093 Est. Cost $54.51 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $6,250 Shares 15,282 Est. Cost $329.81 Unrealized +25.9%
KO COCA COLA CO COM 0.3%
Value ($000) $5,835 Shares 133,052 Est. Cost $43.86 Unrealized +27.1%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $5,821 Shares 42,205 Est. Cost $95.53 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $5,577 Shares 57,872 Est. Cost $213.33 Unrealized +2.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $5,476 Shares 25,780 Est. Cost $183.45 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value ($000) $5,394 Shares 19,756 Est. Cost $197.15 Unrealized +32.6%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $5,350 Shares 195,409 Est. Cost $27.05 Unrealized +2.8%
RTX RTX CORPORATION COM 0.2%
Value ($000) $5,346 Shares 101,505 Est. Cost $71.00 Unrealized +14.4%
CRM SALESFORCE COM 0.2%
Value ($000) $5,116 Shares 71,454 Est. Cost $215.77 Unrealized -1.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $4,904 Shares 91,215 Est. Cost $38.50 Unrealized +30.7%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $4,786 Shares 20,375 Est. Cost $157.22 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.2%
Value ($000) $4,560 Shares 95,809 Est. Cost $46.23 Unrealized
NKE NIKE INC CLASS B 0.2%
Value ($000) $4,490 Shares 46,960 Est. Cost $102.63 Unrealized -4.3%
DE DEERE & CO COM 0.2%
Value ($000) $4,465 Shares 11,831 Est. Cost $250.61 Unrealized +58.8%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $4,449 Shares 48,060 Est. Cost $71.79 Unrealized +20.0%
PARAGON 28 INC COM 0.2%
Value ($000) $4,251 Shares 338,695 Est. Cost $16.47 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $4,250 Shares 119,551 Est. Cost $40.22 Unrealized -14.9%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $4,179 Shares 26,814 Est. Cost $103.96 Unrealized +45.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $4,018 Shares 21,750 Est. Cost $157.63 Unrealized +10.3%
FDX FEDEX CORP 0.2%
Value ($000) $3,986 Shares 15,046 Est. Cost $187.67 Unrealized +31.5%
STZ CONSTELLATION BRANDS INC CL A 0.2%
Value ($000) $3,955 Shares 15,736 Est. Cost $207.08 Unrealized +20.4%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $3,943 Shares 41,983 Est. Cost $90.45 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $3,805 Shares 119,362 Est. Cost $36.00 Unrealized +15.3%
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.2%
Value ($000) $3,693 Shares 64,117 Est. Cost $60.65 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $3,682 Shares 13,522 Est. Cost $196.24 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.2%
Value ($000) $3,635 Shares 259,062 Est. Cost $12.32 Unrealized
CVS CVS HEALTH CORP COM 0.2%
Value ($000) $3,539 Shares 50,692 Est. Cost $58.90 Unrealized +9.6%
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 0.2%
Value ($000) $3,515 Shares 14,343 Est. Cost $245.06 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $3,452 Shares 106,518 Est. Cost $35.27 Unrealized -17.8%
HILLENBRAND INCORPORATED 0.2%
Value ($000) $3,320 Shares 78,463 Est. Cost $46.38 Unrealized
AVGO BROADCOM INC COM 0.2%
Value ($000) $3,314 Shares 3,990 Est. Cost $52.67 Unrealized +59.4%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $3,228 Shares 21,128 Est. Cost $199.43 Unrealized -18.4%
F FORD MOTOR COMPANY 0.1%
Value ($000) $3,215 Shares 258,863 Est. Cost $10.24 Unrealized +8.3%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $3,153 Shares 28,094 Est. Cost $118.94 Unrealized +4.4%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value ($000) $3,126 Shares 19,070 Est. Cost $103.36 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $3,095 Shares 26,433 Est. Cost $95.37 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $3,075 Shares 12,396 Est. Cost $171.01 Unrealized +28.8%
IJH ISHARES CORE S&P MID CAP ETF 0.1%
Value ($000) $2,989 Shares 11,989 Est. Cost $212.48 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $2,980 Shares 63,066 Est. Cost $77.64 Unrealized +19.1%
UNP UNION PAC CORP COM 0.1%
Value ($000) $2,957 Shares 14,522 Est. Cost $155.14 Unrealized +32.9%
KE KIMBALL ELECTRONICS INC COM 0.1%
Value ($000) $2,924 Shares 106,779 Est. Cost $17.95 Unrealized +59.4%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $2,837 Shares 43,734 Est. Cost $59.06 Unrealized +2.0%
T AT&T INC COM 0.1%
Value ($000) $2,826 Shares 188,177 Est. Cost $15.46 Unrealized -16.2%
CMI CUMMINS INC COM 0.1%
Value ($000) $2,822 Shares 12,352 Est. Cost $150.65 Unrealized +51.7%
NFLX NETFLIX COM INC 0.1%
Value ($000) $2,816 Shares 7,458 Est. Cost $34.39 Unrealized +23.3%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $2,799 Shares 102,276 Est. Cost $26.34 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $2,759 Shares 17,932 Est. Cost $133.55 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $2,719 Shares 24,591 Est. Cost $118.68 Unrealized -1.9%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $2,693 Shares 65,916 Est. Cost $41.76 Unrealized -2.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $2,691 Shares 27,162 Est. Cost $226.21 Unrealized +39.4%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $2,659 Shares 22,198 Est. Cost $66.90 Unrealized +61.3%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $2,645 Shares 54,987 Est. Cost $52.03 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $2,590 Shares 47,774 Est. Cost $122.19 Unrealized -9.9%
ADBE ADOBE SYS INC 0.1%
Value ($000) $2,544 Shares 4,990 Est. Cost $444.09 Unrealized +18.1%
C CITIGROUP INC 0.1%
Value ($000) $2,524 Shares 61,368 Est. Cost $52.74 Unrealized -23.3%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $2,513 Shares 45,768 Est. Cost $66.33 Unrealized -11.9%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $2,379 Shares 11,155 Est. Cost $149.20 Unrealized +40.5%
PIONEER NATURAL RESOURCES CO 0.1%
Value ($000) $2,371 Shares 10,330 Est. Cost $211.36 Unrealized
SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 0.1%
Value ($000) $2,351 Shares 46,468 Est. Cost $63.92 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $2,348 Shares 33,826 Est. Cost $48.55 Unrealized +38.4%
ABT ABBOTT LABS COM 0.1%
Value ($000) $2,326 Shares 24,021 Est. Cost $81.39 Unrealized +23.4%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value ($000) $2,311 Shares 20,597 Est. Cost $102.50 Unrealized +10.3%
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $2,288 Shares 24,557 Est. Cost $89.63 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $2,209 Shares 5,074 Est. Cost $297.33 Unrealized +46.9%
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $2,208 Shares 20,514 Est. Cost $99.72 Unrealized
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value ($000) $2,205 Shares 34,255 Est. Cost $49.65 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $2,197 Shares 24,892 Est. Cost $72.60 Unrealized +15.1%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $2,158 Shares 24,277 Est. Cost $66.69 Unrealized +28.0%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $2,122 Shares 23,337 Est. Cost $106.38 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $2,120 Shares 14,210 Est. Cost $114.13 Unrealized +39.2%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $2,045 Shares 48,622 Est. Cost $34.27 Unrealized +6.3%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $2,015 Shares 60,745 Est. Cost $30.20 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $2,013 Shares 14,350 Est. Cost $111.76 Unrealized +17.9%
GTLB GITLAB INC CLASS A COM 0.1%
Value ($000) $2,009 Shares 44,428 Est. Cost $37.16 Unrealized +28.9%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,993 Shares 51,464 Est. Cost $28.76 Unrealized
ACN ACCENTURE PLC CLASS A 0.1%
Value ($000) $1,988 Shares 6,474 Est. Cost $265.33 Unrealized +14.7%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $1,984 Shares 29,001 Est. Cost $84.45 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,981 Shares 17,920 Est. Cost $61.66 Unrealized +43.8%
EQIX EQUINIX INC COM 0.1%
Value ($000) $1,981 Shares 2,727 Est. Cost $742.03 Unrealized -0.8%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,963 Shares 58,363 Est. Cost $31.85 Unrealized -4.2%
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value ($000) $1,873 Shares 20,718 Est. Cost $69.56 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $1,857 Shares 6,797 Est. Cost $227.80 Unrealized +22.9%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,850 Shares 23,604 Est. Cost $82.35 Unrealized -5.5%
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $1,827 Shares 19,396 Est. Cost $83.43 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.1%
Value ($000) $1,823 Shares 32,574 Est. Cost $41.40 Unrealized
HDV ISHARES TR HIGH DIVID EQUITY FD 0.1%
Value ($000) $1,789 Shares 162,544 Est. Cost $18.36 Unrealized
BLACKROCK INC 0.1%
Value ($000) $1,786 Shares 2,763 Est. Cost $597.45 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,765 Shares 53,062 Est. Cost $175.91 Unrealized -63.1%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $1,744 Shares 32,594 Est. Cost $53.16 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $1,744 Shares 29,914 Est. Cost $29.67 Unrealized +83.4%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $1,738 Shares 33,500 Est. Cost $55.95 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $1,727 Shares 29,130 Est. Cost $59.28 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $1,727 Shares 7,177 Est. Cost $159.73 Unrealized +44.7%
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.1%
Value ($000) $1,721 Shares 24,854 Est. Cost $70.85 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $1,721 Shares 3,399 Est. Cost $489.43 Unrealized +8.1%
PSX PHILLIPS 66 0.1%
Value ($000) $1,678 Shares 13,970 Est. Cost $69.43 Unrealized +48.8%
VDE VANGUARD ENERGY 0.1%
Value ($000) $1,677 Shares 13,230 Est. Cost $95.55 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,641 Shares 4,491 Est. Cost $373.20 Unrealized +3.4%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $1,636 Shares 10,290 Est. Cost $140.74 Unrealized +12.9%
GIS GENERAL MLS INC COM 0.1%
Value ($000) $1,635 Shares 25,546 Est. Cost $42.08 Unrealized +53.4%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $1,609 Shares 7,282 Est. Cost $159.45 Unrealized +32.4%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $1,527 Shares 12,635 Est. Cost $109.27 Unrealized +7.8%
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $1,512 Shares 4,347 Est. Cost $242.50 Unrealized +44.2%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,487 Shares 6,342 Est. Cost $88.74 Unrealized +33.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,467 Shares 6,850 Est. Cost $211.06 Unrealized
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $1,456 Shares 7,243 Est. Cost $79.08 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $1,443 Shares 3,874 Est. Cost $323.72 Unrealized +14.0%
BX BLACKSTONE GROUP LP 0.1%
Value ($000) $1,441 Shares 13,447 Est. Cost $63.92 Unrealized +52.4%
CI CIGNA CORP 0.1%
Value ($000) $1,435 Shares 5,015 Est. Cost $243.54 Unrealized +12.0%
MS MORGAN STANLEY 0.1%
Value ($000) $1,404 Shares 17,188 Est. Cost $70.65 Unrealized +13.6%
USIG ISHARES CREDIT BOND ETF 0.1%
Value ($000) $1,395 Shares 29,014 Est. Cost $49.12 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $1,394 Shares 9,142 Est. Cost $129.80 Unrealized +20.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $1,384 Shares 42,506 Est. Cost $50.37 Unrealized +7.9%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,371 Shares 6,598 Est. Cost $165.34 Unrealized +30.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.1%
Value ($000) $1,350 Shares 13,120 Est. Cost $54.82 Unrealized +72.8%
XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 0.1%
Value ($000) $1,344 Shares 8,349 Est. Cost $133.00 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,341 Shares 14,323 Est. Cost $104.40 Unrealized -23.8%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $1,321 Shares 24,208 Est. Cost $45.54 Unrealized +33.0%
IWN ISHARES RUSSELL 2000 VALUE 0.1%
Value ($000) $1,309 Shares 9,656 Est. Cost $87.52 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $1,303 Shares 12,740 Est. Cost $63.80 Unrealized +54.1%
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $1,300 Shares 5,800 Est. Cost $194.38 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $1,284 Shares 13,541 Est. Cost $94.83 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value ($000) $1,276 Shares 37,500 Est. Cost $31.72 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,273 Shares 12,380 Est. Cost $88.88 Unrealized +22.1%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $1,260 Shares 26,414 Est. Cost $49.84 Unrealized -7.4%
DEO DIAGEO PLC 0.1%
Value ($000) $1,251 Shares 34,319 Est. Cost $50.23 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $1,243 Shares 21,690 Est. Cost $67.46 Unrealized -4.5%
KELLANOVA COM 0.1%
Value ($000) $1,228 Shares 20,641 Est. Cost $51.33 Unrealized +6.9%
CSX CSX CORP 0.1%
Value ($000) $1,214 Shares 39,487 Est. Cost $28.02 Unrealized +9.2%
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.1%
Value ($000) $1,211 Shares 13,260 Est. Cost $95.89 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $1,211 Shares 24,520 Est. Cost $51.19 Unrealized
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $1,189 Shares 6,287 Est. Cost $177.51 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.1%
Value ($000) $1,185 Shares 12,604 Est. Cost $101.91 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $1,164 Shares 13,392 Est. Cost $90.73 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $1,159 Shares 15,105 Est. Cost $48.46 Unrealized +45.5%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,151 Shares 2,614 Est. Cost $427.71 Unrealized -1.4%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $1,141 Shares 5,796 Est. Cost $184.37 Unrealized +11.2%
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $1,128 Shares 16,657 Est. Cost $64.07 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD 0.1%
Value ($000) $1,122 Shares 10,860 Est. Cost $102.01 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $1,102 Shares 17,092 Est. Cost $57.68 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,101 Shares 3,887 Est. Cost $242.90 Unrealized +13.2%
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.1%
Value ($000) $1,101 Shares 12,758 Est. Cost $86.04 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $1,083 Shares 7,155 Est. Cost $65.51 Unrealized +102.4%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $1,075 Shares 11,135 Est. Cost $78.37 Unrealized +16.3%
JNK SPDR HIGH YIELD BOND ETF 0.0%
Value ($000) $1,069 Shares 11,825 Est. Cost $92.63 Unrealized
THFF TERRE HAUTE FIRST FINANCIAL 0.0%
Value ($000) $1,067 Shares 31,547 Est. Cost $33.85 Unrealized -3.4%
LEN LENNAR CORP CL A 0.0%
Value ($000) $1,066 Shares 9,500 Est. Cost $59.13 Unrealized +91.9%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $1,054 Shares 22,924 Est. Cost $38.53 Unrealized +18.6%
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $1,049 Shares 18,616 Est. Cost $26.18 Unrealized +69.6%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $1,039 Shares 40,906 Est. Cost $37.62 Unrealized -25.3%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $1,039 Shares 7,506 Est. Cost $101.65 Unrealized +38.1%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $1,027 Shares 16,699 Est. Cost $76.43 Unrealized
R1 RCM INC COM 0.0%
Value ($000) $1,025 Shares 67,991 Est. Cost $10.95 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $1,025 Shares 2,005 Est. Cost $440.41 Unrealized +13.3%
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value ($000) $1,021 Shares 3,492 Est. Cost $231.06 Unrealized +35.2%
YUM YUM! BRANDS INC 0.0%
Value ($000) $1,011 Shares 8,088 Est. Cost $102.74 Unrealized +22.2%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $1,003 Shares 30,751 Est. Cost $32.75 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $995 Shares 1,780 Est. Cost $94.02 Unrealized +21.3%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $988 Shares 16,310 Est. Cost $41.04 Unrealized +38.0%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $983 Shares 6,326 Est. Cost $131.69 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $978 Shares 317 Est. Cost $2280.33 Unrealized +30.6%
VGT VANGUARD INFORMATION TECHNOLOGY 0.0%
Value ($000) $974 Shares 2,348 Est. Cost $347.03 Unrealized
D DOMINION RESOURCES INC 0.0%
Value ($000) $964 Shares 21,581 Est. Cost $54.26 Unrealized -18.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $956 Shares 18,106 Est. Cost $45.25 Unrealized +15.9%
NMFC NEW MOUNTAIN FIN CORP 0.0%
Value ($000) $949 Shares 73,250 Est. Cost $8.15 Unrealized +16.2%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $945 Shares 10,228 Est. Cost $86.55 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $945 Shares 4,963 Est. Cost $155.07 Unrealized +19.0%
NXPI NXP SEMICONDUCTORS NV COM 0.0%
Value ($000) $944 Shares 4,723 Est. Cost $139.18 Unrealized +42.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $933 Shares 1,584 Est. Cost $663.80 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $931 Shares 28,172 Est. Cost $36.82 Unrealized -11.7%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $931 Shares 20,558 Est. Cost $47.79 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $929 Shares 39,089 Est. Cost $24.04 Unrealized
SPG SIMON PROPERTY GROUP INC 0.0%
Value ($000) $929 Shares 8,595 Est. Cost $104.86 Unrealized -1.6%
CTAS CINTAS CORP 0.0%
Value ($000) $924 Shares 1,920 Est. Cost $81.45 Unrealized +49.8%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $917 Shares 56,491 Est. Cost $22.26 Unrealized -11.1%
HSY HERSHEY CO COM 0.0%
Value ($000) $914 Shares 4,570 Est. Cost $139.04 Unrealized +50.1%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $911 Shares 3,876 Est. Cost $238.25 Unrealized
VO VANGUARD MID CAP 0.0%
Value ($000) $905 Shares 4,344 Est. Cost $81.35 Unrealized
INSP INSPIRE MED SYS INC COM 0.0%
Value ($000) $887 Shares 4,472 Est. Cost $185.72 Unrealized +35.8%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $878 Shares 7,154 Est. Cost $136.81 Unrealized -15.9%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $877 Shares 25,836 Est. Cost $33.27 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $869 Shares 6,218 Est. Cost $144.79 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $855 Shares 16,294 Est. Cost $55.71 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $836 Shares 11,501 Est. Cost $79.18 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $821 Shares 3,177 Est. Cost $220.83 Unrealized +17.0%
MSBI MIDLAND STATES BANCORP INC COM 0.0%
Value ($000) $819 Shares 39,866 Est. Cost $19.95 Unrealized -5.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $815 Shares 3,915 Est. Cost $191.24 Unrealized +2.9%
DOW DOW INC COM 0.0%
Value ($000) $810 Shares 15,718 Est. Cost $43.45 Unrealized +6.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $805 Shares 12,440 Est. Cost $49.72 Unrealized +28.3%
CALUMET SPCLTY PRDCTS PRTNRS 0.0%
Value ($000) $799 Shares 41,823 Est. Cost $4.22 Unrealized
AON AON CORP 0.0%
Value ($000) $788 Shares 2,431 Est. Cost $257.97 Unrealized +26.1%
GLD SPDR GOLD ETF 0.0%
Value ($000) $786 Shares 4,582 Est. Cost $146.47 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $783 Shares 27,359 Est. Cost $42.70 Unrealized -36.4%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $781 Shares 22,018 Est. Cost $31.95 Unrealized -4.0%
MET METLIFE INC COM 0.0%
Value ($000) $775 Shares 12,320 Est. Cost $55.55 Unrealized +4.4%
TOTAL SA ADR 0.0%
Value ($000) $775 Shares 11,785 Est. Cost $53.73 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $769 Shares 22,841 Est. Cost $33.98 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $767 Shares 10,842 Est. Cost $71.28 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $756 Shares 21,565 Est. Cost $37.10 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $754 Shares 7,440 Est. Cost $90.03 Unrealized
CBZ CBIZ INC COM 0.0%
Value ($000) $751 Shares 14,475 Est. Cost $53.12 Unrealized +1.4%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.0%
Value ($000) $745 Shares 27,177 Est. Cost $31.56 Unrealized
SNY SANOFI SA 0.0%
Value ($000) $744 Shares 13,865 Est. Cost $51.81 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $733 Shares 10,605 Est. Cost $71.84 Unrealized
BK OF AMERICA CORP 7.25 CNV PFD 0.0%
Value ($000) $732 Shares 92,955 Est. Cost $16.14 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $723 Shares 10,161 Est. Cost $68.67 Unrealized +3.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $722 Shares 4,124 Est. Cost $159.06 Unrealized +11.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $716 Shares 14,461 Est. Cost $49.98 Unrealized
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $714 Shares 4,103 Est. Cost $142.42 Unrealized +24.2%
FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD 0.0%
Value ($000) $712 Shares 4,460 Est. Cost $140.96 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $697 Shares 10,124 Est. Cost $61.21 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $697 Shares 6,838 Est. Cost $89.15 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $691 Shares 1,458 Est. Cost $361.56 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $689 Shares 10,124 Est. Cost $60.49 Unrealized +9.6%
CLOZ PANAGRAM BBB-B CLO ETF 0.0%
Value ($000) $687 Shares 26,291 Est. Cost $26.14 Unrealized
ICE INTERCONTINENTAL EXCH INTL 0.0%
Value ($000) $686 Shares 6,234 Est. Cost $102.68 Unrealized +8.3%
GKOS GLAUKOS CORP COM 0.0%
Value ($000) $683 Shares 9,082 Est. Cost $56.19 Unrealized +32.9%
KEY KEYCORP COM 0.0%
Value ($000) $676 Shares 62,782 Est. Cost $14.53 Unrealized -32.9%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $670 Shares 528 Est. Cost $1233.32 Unrealized +3.1%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $668 Shares 14,355 Est. Cost $47.06 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $663 Shares 2,098 Est. Cost $254.63 Unrealized +31.1%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $663 Shares 1,979 Est. Cost $317.27 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $660 Shares 7,614 Est. Cost $143.85 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $657 Shares 4,688 Est. Cost $134.85 Unrealized -0.7%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $652 Shares 3,965 Est. Cost $196.28 Unrealized -14.6%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $648 Shares 8,308 Est. Cost $62.99 Unrealized +25.0%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $645 Shares 7,385 Est. Cost $102.86 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $642 Shares 5,068 Est. Cost $115.31 Unrealized +1.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $642 Shares 4,873 Est. Cost $113.27 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $632 Shares 2,743 Est. Cost $205.22 Unrealized +12.1%
FTNT FORTINET INC COM 0.0%
Value ($000) $630 Shares 10,744 Est. Cost $60.03 Unrealized +10.3%
ESS ESSEX PPTY TR REIT 0.0%
Value ($000) $629 Shares 2,964 Est. Cost $253.18 Unrealized -15.6%
LAM RESEARCH CORP 0.0%
Value ($000) $618 Shares 986 Est. Cost $543.30 Unrealized
DAL DELTA AIR LINES INC DEL CMN 0.0%
Value ($000) $618 Shares 16,695 Est. Cost $40.61 Unrealized +4.2%
NUE NUCOR CORP COM 0.0%
Value ($000) $617 Shares 3,948 Est. Cost $133.48 Unrealized +19.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $615 Shares 59,112 Est. Cost $10.88 Unrealized -7.3%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $613 Shares 3,118 Est. Cost $209.79 Unrealized +3.5%
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value ($000) $605 Shares 24,730 Est. Cost $28.15 Unrealized 0.0%
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $601 Shares 19,127 Est. Cost $35.33 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $600 Shares 81,836 Est. Cost $10.09 Unrealized
R RYDER SYS INC COM 0.0%
Value ($000) $594 Shares 5,558 Est. Cost $77.31 Unrealized +25.9%
GABC GERMAN AMERICAN BANCORP 0.0%
Value ($000) $587 Shares 21,667 Est. Cost $29.67 Unrealized -11.0%
SEATTLE GENETICS INC 0.0%
Value ($000) $585 Shares 2,757 Est. Cost $198.20 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $584 Shares 10,586 Est. Cost $29.95 Unrealized +78.4%
DH DEFINITIVE HEALTHCARE CORP CLASS A COM 0.0%
Value ($000) $584 Shares 73,033 Est. Cost $11.91 Unrealized -15.6%
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $579 Shares 7,406 Est. Cost $81.89 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $578 Shares 7,680 Est. Cost $61.07 Unrealized
SDY SPDR SER TR S&P DIVID ETF 0.0%
Value ($000) $576 Shares 5,012 Est. Cost $108.91 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $575 Shares 3,524 Est. Cost $136.12 Unrealized +17.4%
SNCY SUN CTRY AIRLS HLDGS INC COM 0.0%
Value ($000) $573 Shares 38,637 Est. Cost $17.64 Unrealized 0.0%
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $572 Shares 6,413 Est. Cost $79.77 Unrealized +18.0%
EFV ISHARES MSCI EAFE VALUE INDEX ETF 0.0%
Value ($000) $567 Shares 11,578 Est. Cost $46.53 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $564 Shares 7,563 Est. Cost $27.16 Unrealized +10.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $562 Shares 2,888 Est. Cost $194.31 Unrealized
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $562 Shares 22,975 Est. Cost $25.85 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $559 Shares 3,111 Est. Cost $173.01 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $558 Shares 10,019 Est. Cost $53.34 Unrealized +4.9%
ROM PROSHARES ULTRA TECHNOLOGY 0.0%
Value ($000) $555 Shares 14,160 Est. Cost $72.11 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $555 Shares 1,140 Est. Cost $475.14 Unrealized -3.9%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $553 Shares 2,167 Est. Cost $227.33 Unrealized +15.4%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $551 Shares 7,726 Est. Cost $71.33 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $550 Shares 3,861 Est. Cost $132.67 Unrealized +8.8%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $550 Shares 1,411 Est. Cost $330.49 Unrealized +18.4%
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.0%
Value ($000) $547 Shares 6,757 Est. Cost $82.16 Unrealized
VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF 0.0%
Value ($000) $545 Shares 7,167 Est. Cost $88.58 Unrealized
LYB LYONDELLBASELL 0.0%
Value ($000) $540 Shares 5,701 Est. Cost $72.43 Unrealized +11.9%
IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 0.0%
Value ($000) $540 Shares 4,920 Est. Cost $123.36 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $537 Shares 1,880 Est. Cost $261.94 Unrealized +13.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $526 Shares 6,995 Est. Cost $74.82 Unrealized -0.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $525 Shares 1,362 Est. Cost $343.56 Unrealized +11.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $525 Shares 9,914 Est. Cost $53.14 Unrealized +6.9%
MCK MCKESSON CORP 0.0%
Value ($000) $521 Shares 1,198 Est. Cost $370.08 Unrealized +12.6%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $517 Shares 61,800 Est. Cost $11.37 Unrealized +22.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $515 Shares 6,872 Est. Cost $64.40 Unrealized +9.7%
RIO RIO TINTO PLC SPON ADR 0.0%
Value ($000) $515 Shares 8,087 Est. Cost $66.80 Unrealized
ORLY O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $514 Shares 566 Est. Cost $54.43 Unrealized +15.2%
REAVES UTIL INCOME FD COM SH BEN INT 0.0%
Value ($000) $511 Shares 20,721 Est. Cost $33.65 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $509 Shares 619 Est. Cost $745.23 Unrealized +4.9%
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $508 Shares 5,521 Est. Cost $102.61 Unrealized -11.9%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $508 Shares 35,500 Est. Cost $14.30 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $507 Shares 1,235 Est. Cost $336.32 Unrealized +29.7%
ACTIVISION INC 0.0%
Value ($000) $507 Shares 5,414 Est. Cost $83.46 Unrealized
CLOX PANAGRAM AAA CLO ETF 0.0%
Value ($000) $506 Shares 20,000 Est. Cost $25.31 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $500 Shares 20,579 Est. Cost $18.96 Unrealized +23.1%
TE CONNECTIVITY LTD 0.0%
Value ($000) $496 Shares 4,016 Est. Cost $131.94 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $492 Shares 13,559 Est. Cost $40.19 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $491 Shares 30,696 Est. Cost $17.87 Unrealized -10.9%
CEF CENTRAL FUND OF CANADA LTD 0.0%
Value ($000) $489 Shares 28,237 Est. Cost $15.81 Unrealized
URTH ISHARES MSCI WORLD ETF 0.0%
Value ($000) $489 Shares 4,068 Est. Cost $120.17 Unrealized
HUBS HUBSPOT INC COM 0.0%
Value ($000) $487 Shares 988 Est. Cost $692.70 Unrealized -24.6%
MRNA MODERNA INC COM 0.0%
Value ($000) $483 Shares 4,673 Est. Cost $128.89 Unrealized -13.5%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $482 Shares 1,097 Est. Cost $400.02 Unrealized +3.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $482 Shares 18,961 Est. Cost $26.71 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $479 Shares 5,808 Est. Cost $80.72 Unrealized
BWA BORG WARNER AUTOMOTIVE INC 0.0%
Value ($000) $478 Shares 11,839 Est. Cost $35.56 Unrealized +15.2%
HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD 0.0%
Value ($000) $476 Shares 5,275 Est. Cost $93.81 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $473 Shares 10,426 Est. Cost $66.57 Unrealized -22.4%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $473 Shares 5,113 Est. Cost $47.72 Unrealized -6.1%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $471 Shares 6,032 Est. Cost $70.45 Unrealized +14.8%
SCHA SCHWAB ETFS- US SMALL-CAP ETF 0.0%
Value ($000) $471 Shares 11,363 Est. Cost $63.45 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $469 Shares 2,802 Est. Cost $121.30 Unrealized +28.1%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $467 Shares 24,009 Est. Cost $14.05 Unrealized +10.2%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $464 Shares 6,815 Est. Cost $71.21 Unrealized +1.8%
HNI HNI CORP COM 0.0%
Value ($000) $463 Shares 13,376 Est. Cost $30.80 Unrealized 0.0%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value ($000) $462 Shares 31,239 Est. Cost $19.14 Unrealized
FCX FREEPORT MCMORAN COPPER 0.0%
Value ($000) $460 Shares 12,329 Est. Cost $35.24 Unrealized +10.7%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $460 Shares 9,222 Est. Cost $51.74 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $459 Shares 6,145 Est. Cost $72.08 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $456 Shares 7,602 Est. Cost $59.54 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $454 Shares 22,303 Est. Cost $22.38 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $454 Shares 16,544 Est. Cost $27.94 Unrealized -3.1%
FISV FISERV INC 0.0%
Value ($000) $451 Shares 3,995 Est. Cost $104.31 Unrealized +18.1%
GM GENERAL MOTORS CORP 0.0%
Value ($000) $451 Shares 13,687 Est. Cost $43.28 Unrealized -20.0%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $444 Shares 3,234 Est. Cost $138.06 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $442 Shares 10,371 Est. Cost $39.14 Unrealized +6.9%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $442 Shares 6,418 Est. Cost $48.49 Unrealized +18.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $441 Shares 3,362 Est. Cost $147.20 Unrealized -5.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $438 Shares 6,278 Est. Cost $70.94 Unrealized
INBK FIRST INTERNET BANCORP 0.0%
Value ($000) $436 Shares 26,910 Est. Cost $13.89 Unrealized +35.9%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $434 Shares 6,848 Est. Cost $54.31 Unrealized +6.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $430 Shares 4,528 Est. Cost $74.48 Unrealized +13.2%
FAST FASTENAL CO 0.0%
Value ($000) $429 Shares 7,845 Est. Cost $24.10 Unrealized +11.3%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $429 Shares 3,077 Est. Cost $119.53 Unrealized +0.7%
IGV ISHARES S&P NORTH AMER TECH-SOFTWARE 0.0%
Value ($000) $427 Shares 1,252 Est. Cost $316.67 Unrealized
LPX LOUISIANA PACIFIC 0.0%
Value ($000) $426 Shares 7,700 Est. Cost $59.71 Unrealized +10.0%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $423 Shares 7,486 Est. Cost $65.55 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $418 Shares 8,171 Est. Cost $50.66 Unrealized +1.7%
CME CHICAGO MERCANTILE HLDGS INC 0.0%
Value ($000) $418 Shares 2,086 Est. Cost $171.31 Unrealized +5.2%
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $418 Shares 4,685 Est. Cost $64.33 Unrealized +39.7%
UBS UBS AG NEW F 0.0%
Value ($000) $416 Shares 16,872 Est. Cost $20.72 Unrealized +12.7%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $414 Shares 1,255 Est. Cost $284.38 Unrealized +16.2%
IDXX IDEXX LABS INC 0.0%
Value ($000) $408 Shares 932 Est. Cost $357.78 Unrealized +39.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $406 Shares 5,383 Est. Cost $74.59 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $404 Shares 4,167 Est. Cost $96.73 Unrealized +6.5%
PCAR PACCAR INC COM 0.0%
Value ($000) $401 Shares 4,712 Est. Cost $61.51 Unrealized +24.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $400 Shares 3,251 Est. Cost $72.02 Unrealized
IYW ISHARES DJ US TECHNOLOGY 0.0%
Value ($000) $398 Shares 3,796 Est. Cost $118.93 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $397 Shares 1,694 Est. Cost $199.50 Unrealized +17.3%
ITT ITT INDUSTRIES INC 0.0%
Value ($000) $396 Shares 4,045 Est. Cost $98.13 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $395 Shares 5,464 Est. Cost $67.23 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $394 Shares 3,675 Est. Cost $94.60 Unrealized +6.1%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $393 Shares 5,991 Est. Cost $52.98 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $388 Shares 212 Est. Cost $32.34 Unrealized +20.6%
VV VANGUARD LARGE CAP 0.0%
Value ($000) $386 Shares 1,975 Est. Cost $185.62 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $383 Shares 2,700 Est. Cost $122.12 Unrealized 0.0%
TDC TERADATA CORP 0.0%
Value ($000) $382 Shares 8,475 Est. Cost $51.54 Unrealized -5.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $380 Shares 47,616 Est. Cost $13.32 Unrealized -34.0%
KR KROGER CO COM 0.0%
Value ($000) $378 Shares 8,450 Est. Cost $33.26 Unrealized +34.2%
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $378 Shares 2,615 Est. Cost $195.62 Unrealized -18.7%
WSO WATSCO INC COM 0.0%
Value ($000) $377 Shares 999 Est. Cost $361.55 Unrealized 0.0%
MIST MILESTONE PHARMACEUTICALS INC COM 0.0%
Value ($000) $374 Shares 120,699 Est. Cost $6.62 Unrealized -53.0%
HSBC HSBC HOLDINGS PLC SPONS ADR 0.0%
Value ($000) $373 Shares 9,455 Est. Cost $34.36 Unrealized
DLTR DOLLAR TREE STORES INC 0.0%
Value ($000) $372 Shares 3,495 Est. Cost $147.12 Unrealized -8.9%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $371 Shares 6,519 Est. Cost $62.03 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $370 Shares 3,543 Est. Cost $96.94 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $367 Shares 3,453 Est. Cost $106.19 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $367 Shares 13,702 Est. Cost $17.47 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $366 Shares 2,101 Est. Cost $200.38 Unrealized -12.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $364 Shares 8,723 Est. Cost $48.13 Unrealized
VOTE ENGINE NO. 1 TRANSFORM 500 ETF 0.0%
Value ($000) $361 Shares 7,235 Est. Cost $47.59 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $360 Shares 8,884 Est. Cost $36.99 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $360 Shares 20,904 Est. Cost $18.74 Unrealized -9.5%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $357 Shares 2,305 Est. Cost $124.63 Unrealized +7.7%
USD PROSHARES ULTRA SEMICONDUCTORS 0.0%
Value ($000) $356 Shares 9,240 Est. Cost $28.91 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $354 Shares 2,921 Est. Cost $100.24 Unrealized +13.3%
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $353 Shares 12,382 Est. Cost $107.66 Unrealized -62.7%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $352 Shares 4,384 Est. Cost $49.22 Unrealized +67.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $348 Shares 12,852 Est. Cost $43.10 Unrealized -28.3%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $348 Shares 2,407 Est. Cost $126.99 Unrealized +13.8%
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $344 Shares 4,553 Est. Cost $84.20 Unrealized
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $344 Shares 3,022 Est. Cost $98.50 Unrealized +22.6%
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $343 Shares 23,619 Est. Cost $17.02 Unrealized -9.0%
SPDW SPDR S&P WORLD EX-US 0.0%
Value ($000) $342 Shares 11,029 Est. Cost $31.01 Unrealized
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $342 Shares 9,766 Est. Cost $33.94 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $339 Shares 36,282 Est. Cost $23.62 Unrealized +3.7%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.0%
Value ($000) $339 Shares 15,011 Est. Cost $23.01 Unrealized
JCI JOHNSON CTLS INC 0.0%
Value ($000) $337 Shares 6,336 Est. Cost $58.95 Unrealized +0.4%
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value ($000) $336 Shares 7,303 Est. Cost $56.86 Unrealized -21.4%
KLAC KLA-TENCOR CORP 0.0%
Value ($000) $336 Shares 732 Est. Cost $351.94 Unrealized +33.4%
CBS CORP CL B 0.0%
Value ($000) $335 Shares 25,969 Est. Cost $30.17 Unrealized
NWBI NORTHWEST BANCSHARES INC MD COM 0.0%
Value ($000) $331 Shares 32,377 Est. Cost $7.04 Unrealized +33.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $330 Shares 2,864 Est. Cost $105.92 Unrealized +5.9%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $330 Shares 1,920 Est. Cost $153.48 Unrealized +10.4%
CTRA COTERRA ENERGY INC COM 0.0%
Value ($000) $326 Shares 12,048 Est. Cost $22.77 Unrealized +10.7%
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $325 Shares 4,235 Est. Cost $76.10 Unrealized -0.9%
FMBH FIRST MID ILL BANCSHARES INC COM 0.0%
Value ($000) $323 Shares 12,159 Est. Cost $28.65 Unrealized -9.4%
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.0%
Value ($000) $322 Shares 9,358 Est. Cost $27.83 Unrealized +5.9%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $321 Shares 16,314 Est. Cost $9.82 Unrealized +41.3%
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $321 Shares 703 Est. Cost $416.83 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $320 Shares 8,660 Est. Cost $41.51 Unrealized -7.6%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $320 Shares 1,926 Est. Cost $152.19 Unrealized +6.0%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $319 Shares 1,243 Est. Cost $279.26 Unrealized -4.2%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $319 Shares 1,298 Est. Cost $197.59 Unrealized
SUPER MICRO COMPUTER INC COM 0.0%
Value ($000) $316 Shares 1,154 Est. Cost $249.16 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $316 Shares 2,835 Est. Cost $118.59 Unrealized -12.7%
FTV FORTIVE CORP COM 0.0%
Value ($000) $315 Shares 4,248 Est. Cost $48.76 Unrealized +16.7%
MAR MARRIOTT INTL INC 0.0%
Value ($000) $315 Shares 1,602 Est. Cost $175.38 Unrealized +10.7%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $315 Shares 7,161 Est. Cost $48.88 Unrealized
SGOL ETFS GOLD TRUST ETF 0.0%
Value ($000) $314 Shares 17,754 Est. Cost $15.24 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.0%
Value ($000) $314 Shares 2,428 Est. Cost $127.11 Unrealized
PGX POWERSHARES GLOBAL PREFERRED ETF 0.0%
Value ($000) $313 Shares 28,561 Est. Cost $13.30 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $312 Shares 1,057 Est. Cost $291.59 Unrealized +6.5%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $312 Shares 1,267 Est. Cost $250.87 Unrealized +7.0%
CHDN CHURCHILL DOWNS INC COM 0.0%
Value ($000) $305 Shares 2,628 Est. Cost $127.51 Unrealized -3.9%
BCD ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF 0.0%
Value ($000) $305 Shares 9,208 Est. Cost $33.08 Unrealized
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $302 Shares 5,981 Est. Cost $49.77 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $299 Shares 9,876 Est. Cost $30.54 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $299 Shares 6,772 Est. Cost $39.30 Unrealized +8.6%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $298 Shares 7,263 Est. Cost $40.14 Unrealized -0.0%
SCHE SCHWAB EMERGING MARKET EQ ETF 0.0%
Value ($000) $298 Shares 12,439 Est. Cost $27.67 Unrealized
MRVL MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $297 Shares 5,492 Est. Cost $58.53 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $297 Shares 5,944 Est. Cost $51.83 Unrealized -3.2%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $294 Shares 1,608 Est. Cost $153.77 Unrealized
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value ($000) $293 Shares 2,550 Est. Cost $165.11 Unrealized
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value ($000) $293 Shares 3,182 Est. Cost $64.83 Unrealized +51.8%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.0%
Value ($000) $293 Shares 34,504 Est. Cost $6.67 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $292 Shares 1,590 Est. Cost $169.84 Unrealized
WBD DISCOVERY HLDG CO 0.0%
Value ($000) $291 Shares 26,841 Est. Cost $17.10 Unrealized -27.0%
WPC WP CAREY INC COM 0.0%
Value ($000) $291 Shares 5,386 Est. Cost $81.99 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value ($000) $291 Shares 9,187 Est. Cost $33.32 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $288 Shares 1,419 Est. Cost $176.23 Unrealized +11.1%
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $283 Shares 3,957 Est. Cost $131.08 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $282 Shares 11,124 Est. Cost $23.28 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $282 Shares 29,627 Est. Cost $9.52 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $282 Shares 4,269 Est. Cost $64.35 Unrealized +4.2%
IT GARTNER INC COM 0.0%
Value ($000) $280 Shares 816 Est. Cost $328.15 Unrealized +6.3%
MSCI MSCI INC COM 0.0%
Value ($000) $280 Shares 545 Est. Cost $470.17 Unrealized +8.7%
COR CENCORA INC COM 0.0%
Value ($000) $278 Shares 1,544 Est. Cost $170.29 Unrealized +6.3%
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $277 Shares 2,237 Est. Cost $132.75 Unrealized 0.0%
HMC HONDA MOTOR LTD ADR ECH CNV IN 3 0.0%
Value ($000) $275 Shares 8,175 Est. Cost $26.49 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $274 Shares 4,902 Est. Cost $145.49 Unrealized -56.3%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $274 Shares 616 Est. Cost $376.19 Unrealized +19.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $272 Shares 7,338 Est. Cost $62.10 Unrealized -27.1%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $272 Shares 2,927 Est. Cost $84.73 Unrealized +14.6%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $271 Shares 587 Est. Cost $456.88 Unrealized +9.9%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $271 Shares 5,662 Est. Cost $49.17 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $271 Shares 8,878 Est. Cost $31.35 Unrealized -2.0%
IXG ISHARES TR S&P GLOBAL FINLS SECTOR 0.0%
Value ($000) $269 Shares 3,817 Est. Cost $70.45 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $269 Shares 8,101 Est. Cost $30.42 Unrealized -0.1%
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $268 Shares 2,574 Est. Cost $90.59 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $267 Shares 1,570 Est. Cost $218.21 Unrealized -12.3%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $267 Shares 9,176 Est. Cost $27.53 Unrealized -1.8%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $267 Shares 1,715 Est. Cost $59.26 Unrealized +11.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $267 Shares 3,254 Est. Cost $73.41 Unrealized +6.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $267 Shares 7,063 Est. Cost $45.09 Unrealized -11.0%
EXC EXELON CORP COM 0.0%
Value ($000) $266 Shares 7,046 Est. Cost $37.24 Unrealized 0.0%
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.0%
Value ($000) $265 Shares 8,787 Est. Cost $30.15 Unrealized
CP CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $265 Shares 3,556 Est. Cost $77.53 Unrealized +0.6%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $263 Shares 4,558 Est. Cost $62.69 Unrealized +0.4%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $261 Shares 5,409 Est. Cost $38.26 Unrealized +16.3%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $261 Shares 3,607 Est. Cost $72.24 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $256 Shares 618 Est. Cost $386.74 Unrealized 0.0%
FIS FIDELITY NATL INFO SVCS 0.0%
Value ($000) $254 Shares 4,587 Est. Cost $54.38 Unrealized 0.0%
APH AMPHENOL CORP CL A 0.0%
Value ($000) $253 Shares 3,014 Est. Cost $38.71 Unrealized +8.9%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $250 Shares 1,546 Est. Cost $155.70 Unrealized +9.0%
CLW CLEARWATER PAPER CORP COM 0.0%
Value ($000) $250 Shares 6,900 Est. Cost $31.29 Unrealized +11.0%
BILL BILL HOLDINGS INC COM 0.0%
Value ($000) $250 Shares 2,300 Est. Cost $95.00 Unrealized +19.8%
ECL ECOLAB INC COM 0.0%
Value ($000) $249 Shares 1,473 Est. Cost $152.26 Unrealized +16.4%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $248 Shares 8,438 Est. Cost $14.08 Unrealized +109.9%
ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM 0.0%
Value ($000) $248 Shares 621 Est. Cost $438.37 Unrealized -0.3%
EVRG EVERGY INC COM 0.0%
Value ($000) $247 Shares 4,870 Est. Cost $51.21 Unrealized 0.0%
PRF POWERSHARES FTSE RAFI US 1000 0.0%
Value ($000) $246 Shares 7,724 Est. Cost $54.93 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $243 Shares 530 Est. Cost $447.51 Unrealized 0.0%
BMO BANK OF MONTREAL 0.0%
Value ($000) $242 Shares 2,871 Est. Cost $81.43 Unrealized -2.3%
EXE CHESAPEAKE ENERGY CORP COM 0.0%
Value ($000) $242 Shares 2,803 Est. Cost $73.96 Unrealized +6.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $242 Shares 3,282 Est. Cost $75.07 Unrealized
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $240 Shares 4,077 Est. Cost $63.30 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $238 Shares 2,211 Est. Cost $93.91 Unrealized +24.6%
PRFZ POWERSHARES FTSE RAFI US 1500 S/M PT 0.0%
Value ($000) $237 Shares 7,193 Est. Cost $58.14 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $237 Shares 7,039 Est. Cost $27.14 Unrealized +13.7%
ATEC ALPHATEC HLDGS INC COM NEW 0.0%
Value ($000) $235 Shares 18,125 Est. Cost $6.15 Unrealized +154.6%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $235 Shares 28,208 Est. Cost $6.61 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $235 Shares 4,695 Est. Cost $47.57 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $234 Shares 6,950 Est. Cost $32.48 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $234 Shares 5,030 Est. Cost $46.56 Unrealized
VMWARE INC CL A CLASS A 0.0%
Value ($000) $234 Shares 1,404 Est. Cost $126.26 Unrealized
SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF 0.0%
Value ($000) $234 Shares 3,227 Est. Cost $50.13 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $233 Shares 4,678 Est. Cost $83.35 Unrealized -36.7%
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 0.0%
Value ($000) $232 Shares 1,772 Est. Cost $130.93 Unrealized
KVUE KENVUE INC COM 0.0%
Value ($000) $232 Shares 11,551 Est. Cost $21.04 Unrealized 0.0%
TD TORONTO DOMINION BANK 0.0%
Value ($000) $230 Shares 3,821 Est. Cost $64.37 Unrealized -3.1%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $228 Shares 4,998 Est. Cost $31.42 Unrealized 0.0%
PHYSICIANS RLTY TR COM 0.0%
Value ($000) $226 Shares 18,500 Est. Cost $17.53 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $224 Shares 1,084 Est. Cost $210.13 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $224 Shares 1,841 Est. Cost $121.22 Unrealized 0.0%
BUD ANHEUSER BUSCH 0.0%
Value ($000) $223 Shares 4,028 Est. Cost $65.03 Unrealized
DXCM DEXCOM INC COM 0.0%
Value ($000) $221 Shares 2,364 Est. Cost $118.44 Unrealized -4.8%
BCE BCE INC COM NEW 0.0%
Value ($000) $220 Shares 5,776 Est. Cost $38.32 Unrealized -9.7%
WESTROCK CO COM 0.0%
Value ($000) $220 Shares 6,132 Est. Cost $35.80 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $219 Shares 2,374 Est. Cost $103.60 Unrealized -5.6%
VGK VANGUARD EUROPEAN 0.0%
Value ($000) $219 Shares 3,786 Est. Cost $57.93 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $219 Shares 805 Est. Cost $278.05 Unrealized -0.2%
AXON TASER INTERNATIONAL INC 0.0%
Value ($000) $219 Shares 1,101 Est. Cost $198.77 Unrealized -1.0%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $219 Shares 1,699 Est. Cost $125.25 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $219 Shares 2,557 Est. Cost $81.93 Unrealized +2.4%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $217 Shares 3,133 Est. Cost $78.67 Unrealized +2.1%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $216 Shares 2,340 Est. Cost $105.84 Unrealized -8.7%
AZO AUTOZONE INC NEV 0.0%
Value ($000) $216 Shares 85 Est. Cost $2509.45 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value ($000) $214 Shares 1,378 Est. Cost $122.11 Unrealized +22.8%
A AGILENT TECH INC 0.0%
Value ($000) $213 Shares 1,903 Est. Cost $117.82 Unrealized 0.0%
AJG GALLAGHER ARTHUR J &CO 0.0%
Value ($000) $213 Shares 933 Est. Cost $219.09 Unrealized 0.0%
VOD VODAFONE GROUP NEW ADR F 0.0%
Value ($000) $213 Shares 22,431 Est. Cost $15.34 Unrealized
IAC IAC INC COM NEW 0.0%
Value ($000) $213 Shares 4,217 Est. Cost $48.51 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $212 Shares 307 Est. Cost $676.14 Unrealized +4.8%
SBAC SBA COMMUNICATIONS CP 0.0%
Value ($000) $212 Shares 1,060 Est. Cost $212.78 Unrealized 0.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $212 Shares 12,788 Est. Cost $15.10 Unrealized +1.1%
PACWEST BANCORP DEL COM 0.0%
Value ($000) $210 Shares 26,500 Est. Cost $9.59 Unrealized
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 0.0%
Value ($000) $209 Shares 15,093 Est. Cost $13.85 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $208 Shares 2,593 Est. Cost $80.32 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $208 Shares 8,433 Est. Cost $23.75 Unrealized +5.4%
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $206 Shares 2,312 Est. Cost $93.60 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $206 Shares 1,783 Est. Cost $116.10 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $205 Shares 2,661 Est. Cost $75.87 Unrealized +7.6%
ITB ISHARES DOW JONES US HOME CONST (ETF) 0.0%
Value ($000) $203 Shares 2,588 Est. Cost $85.44 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $203 Shares 1,957 Est. Cost $107.55 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $202 Shares 4,371 Est. Cost $41.10 Unrealized +17.7%
VRSK VERISK ANALYTICS INCCL A 0.0%
Value ($000) $202 Shares 854 Est. Cost $232.13 Unrealized 0.0%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $201 Shares 7,706 Est. Cost $26.11 Unrealized
RIG TRANSOCEAN 0.0%
Value ($000) $194 Shares 23,600 Est. Cost $5.09 Unrealized +60.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $185 Shares 13,493 Est. Cost $10.06 Unrealized +64.7%
NAK NORTHERN DYNASTY MINERALS LTD COM 0.0%
Value ($000) $180 Shares 553,450 Est. Cost $0.49 Unrealized -41.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $178 Shares 18,020 Est. Cost $11.34 Unrealized -17.7%
LOVE LOVESAC COMPANY COM 0.0%
Value ($000) $175 Shares 8,805 Est. Cost $22.48 Unrealized +9.7%
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $175 Shares 18,805 Est. Cost $9.29 Unrealized
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 0.0%
Value ($000) $169 Shares 17,113 Est. Cost $8.06 Unrealized
TAK TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE 0.0%
Value ($000) $164 Shares 10,625 Est. Cost $15.71 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $162 Shares 17,893 Est. Cost $15.86 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $149 Shares 39,541 Est. Cost $3.31 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $144 Shares 12,300 Est. Cost $14.03 Unrealized -14.4%
ING ING GROEP NV ADR 0.0%
Value ($000) $138 Shares 10,491 Est. Cost $11.87 Unrealized
NUVEEN MUN VALUE FD 0.0%
Value ($000) $132 Shares 16,025 Est. Cost $8.26 Unrealized
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 0.0%
Value ($000) $129 Shares 16,013 Est. Cost $6.48 Unrealized
VERTEX ENERGY INC COM 0.0%
Value ($000) $125 Shares 28,136 Est. Cost $7.21 Unrealized
WESTERN ASSET MANAGED MUNS FD INC 0.0%
Value ($000) $123 Shares 13,735 Est. Cost $8.93 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value ($000) $112 Shares 32,704 Est. Cost $2.85 Unrealized
MGNI MAGNITE INC COM 0.0%
Value ($000) $112 Shares 14,852 Est. Cost $10.78 Unrealized 0.0%
PIMCO MUN INCOME FD II COM 0.0%
Value ($000) $112 Shares 14,500 Est. Cost $7.69 Unrealized
LYG LLOYDS TSB GROUP PLC 0.0%
Value ($000) $111 Shares 52,340 Est. Cost $2.20 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $104 Shares 13,341 Est. Cost $7.26 Unrealized
KOS KOSMOS ENERGY LTD COM 0.0%
Value ($000) $104 Shares 12,700 Est. Cost $7.09 Unrealized 0.0%
EMCORE CORP COM NEW 0.0%
Value ($000) $95 Shares 200,000 Est. Cost $0.71 Unrealized
PAVMED INC COM 0.0%
Value ($000) $95 Shares 322,272 Est. Cost $2.40 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $93 Shares 119,263 Est. Cost $11.52 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $93 Shares 42,404 Est. Cost $3.40 Unrealized -10.3%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $92 Shares 24,711 Est. Cost $4.70 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $82 Shares 15,045 Est. Cost $4.75 Unrealized
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $72 Shares 14,837 Est. Cost $5.63 Unrealized
NWG ROYAL BANK OF SCOTLAND 0.0%
Value ($000) $68 Shares 11,700 Est. Cost $5.83 Unrealized
ARDX ARDELYX INC COM 0.0%
Value ($000) $65 Shares 16,050 Est. Cost $1.95 Unrealized +100.3%
LUCID GROUP INC COM 0.0%
Value ($000) $63 Shares 11,210 Est. Cost $5.59 Unrealized
TELFY TELEFONICA S A ADR REPRSTG THREE SHRS 0.0%
Value ($000) $60 Shares 14,757 Est. Cost $4.24 Unrealized
GLOBALSTAR INC COM 0.0%
Value ($000) $47 Shares 36,000 Est. Cost $1.35 Unrealized
TILRAY BRANDS INC COM 0.0%
Value ($000) $46 Shares 19,410 Est. Cost $2.85 Unrealized
NMR NOMURA HLDGS INC SPON ADR 0.0%
Value ($000) $45 Shares 11,148 Est. Cost $4.02 Unrealized
INSPIRATO INCORPORATED CL A NEW 0.0%
Value ($000) $43 Shares 72,500 Est. Cost $0.86 Unrealized
NRGV ENERGY VAULT HOLDINGS INC COM 0.0%
Value ($000) $37 Shares 14,683 Est. Cost $5.43 Unrealized -44.9%
NOODLES & CO COM CL A 0.0%
Value ($000) $29 Shares 11,804 Est. Cost $2.46 Unrealized
DISCOVERY COMMUNICATIONS INC NEW COM SER C 0.0%
Value ($000) $27 Shares 27,480 Est. Cost $17.80 Unrealized
SLDP SOLID POWER INC CLASS A COM 0.0%
Value ($000) $22 Shares 11,075 Est. Cost $6.32 Unrealized -62.5%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $22 Shares 12,216 Est. Cost $8.98 Unrealized
BLACKSKY TECHNOLOGY INC COM CL A 0.0%
Value ($000) $21 Shares 18,368 Est. Cost $2.13 Unrealized
TUPPERWARE BRANDS CORP 0.0%
Value ($000) $21 Shares 14,704 Est. Cost $1.40 Unrealized
GEVO GEVO INC 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $6.19 Unrealized -76.1%
GTX INC DEL 0.0%
Value ($000) $10 Shares 34,536 Est. Cost $4.17 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $6 Shares 14,508 Est. Cost $0.66 Unrealized -13.3%
META MATERIALS INC COM 0.0%
Value ($000) $5 Shares 24,967 Est. Cost $1.19 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $4 Shares 9,400 Est. Cost $305.59 Unrealized
NXU INC CL A 0.0%
Value ($000) $3 Shares 17,310 Est. Cost $0.53 Unrealized
SEELOS THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 14,825 Est. Cost $0.67 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $2 Shares 7,400 Est. Cost $305.59 Unrealized
SLAM CORP WT EXP 022326 0.0%
Value ($000) $2 Shares 13,606 Est. Cost $0.44 Unrealized
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $1 Shares 2,900 Est. Cost $252.64 Unrealized
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $1 Shares 2,900 Est. Cost $252.64 Unrealized
NFLX NETFLIX COM INC 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $34.39 Unrealized +23.3%
V VISA INC 0.0%
Value ($000) $1 Shares 2,900 Est. Cost $183.12 Unrealized +29.0%
V VISA INC 0.0%
Value ($000) $1 Shares 2,900 Est. Cost $183.12 Unrealized +29.0%
BA BOEING CO COM 0.0%
Value ($000) $1 Shares 2,900 Est. Cost $213.33 Unrealized +2.6%
AMZN AMAZON.COM INC 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $119.79 Unrealized +11.9%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $94.60 Unrealized +6.1%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $94.60 Unrealized +6.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $45.25 Unrealized +15.9%
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $0 Shares 42,000 Est. Cost $3.40 Unrealized -10.3%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $0 Shares 300 Est. Cost $214.41 Unrealized +19.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $226.21 Unrealized +39.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 300 Est. Cost $121.30 Unrealized +28.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $140.74 Unrealized +12.9%
DLTR DOLLAR TREE STORES INC 0.0%
Value ($000) $0 Shares 400 Est. Cost $147.12 Unrealized -8.9%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $0 Shares 300 Est. Cost $111.76 Unrealized +17.9%
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $0 Shares 300 Est. Cost $125.25 Unrealized
LOVE LOVESAC COMPANY COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $22.48 Unrealized +9.7%
GOOGL GOOGLE INC 0.0%
Value ($000) $0 Shares 200 Est. Cost $108.63 Unrealized +18.2%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 600 Est. Cost $18.96 Unrealized +23.1%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $129.50 Unrealized -35.6%
F FORD MOTOR COMPANY 0.0%
Value ($000) $0 Shares 400 Est. Cost $10.24 Unrealized +8.3%
LUCID GROUP INC COM 0.0%
Value ($000) $0 Shares 300 Est. Cost $5.59 Unrealized
PAVMED INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.40 Unrealized