Pinnacle Wealth Planning Services, Inc. Diversified Active

CIK: 0001726752 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $760,340 (100.0% shares, 0.0% debt)

Holdings (453)

FLTR VANECK IG FLOATING RATE ETF 14.3%
Value ($000) $108,941 Shares 4,272,209 Est. Cost $21.60 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 9.3%
Value ($000) $70,726 Shares 1,660,231 Est. Cost $38.02 Unrealized
ET ENERGY TRANSFER L P LP 9.3%
Value ($000) $70,475 Shares 3,887,215 Est. Cost $8.91 Unrealized
SPYV SPDR S&P 500 VALUE ETF 3.4%
Value ($000) $26,200 Shares 500,570 Est. Cost $34.70 Unrealized
SPAB SPDR AGGREGATE BOND ETF 2.7%
Value ($000) $20,275 Shares 791,983 Est. Cost $26.80 Unrealized
MSFT MICROSOFT CORP 2.5%
Value ($000) $19,212 Shares 38,623 Est. Cost $196.40 Unrealized +120.2%
AAPL APPLE INC 2.5%
Value ($000) $18,982 Shares 92,520 Est. Cost $162.65 Unrealized +23.8%
NVDA NVIDIA CORP 2.5%
Value ($000) $18,720 Shares 118,489 Est. Cost $99.64 Unrealized +26.3%
SPYG SPDR S&P 500 GROWTH ETF 2.2%
Value ($000) $16,536 Shares 173,478 Est. Cost $43.46 Unrealized
AMZN AMAZON.COM INC 1.5%
Value ($000) $11,041 Shares 50,328 Est. Cost $129.07 Unrealized +53.3%
SPYM SPDR PORTFOLIO S&P 500 ETF 1.4%
Value ($000) $10,856 Shares 149,342 Est. Cost $41.20 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 1.3%
Value ($000) $10,043 Shares 158,205 Est. Cost $46.56 Unrealized
META META PLATFORMS INC CLASS A 1.3%
Value ($000) $9,982 Shares 13,524 Est. Cost $305.95 Unrealized +101.5%
EMTL SPDR DBLELINE EMRG MKT FXD INCM ETF 1.1%
Value ($000) $8,602 Shares 199,254 Est. Cost $43.63 Unrealized
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $7,228 Shares 11,698 Est. Cost $440.53 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERG ETF 0.8%
Value ($000) $6,243 Shares 166,446 Est. Cost $24.57 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.8%
Value ($000) $6,184 Shares 55,217 Est. Cost $88.37 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $5,966 Shares 18,782 Est. Cost $236.69 Unrealized +27.3%
GOOGL ALPHABET INC. CLASS A 0.7%
Value ($000) $5,564 Shares 31,573 Est. Cost $119.65 Unrealized +36.5%
AVGO BROADCOM INC 0.7%
Value ($000) $5,435 Shares 19,716 Est. Cost $161.49 Unrealized +33.7%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $5,227 Shares 8,419 Est. Cost $360.41 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $5,183 Shares 12,207 Est. Cost $229.42 Unrealized
EFA ISHARES MSCI EAFE ETF 0.7%
Value ($000) $5,113 Shares 57,201 Est. Cost $70.81 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.7%
Value ($000) $5,099 Shares 26,254 Est. Cost $139.39 Unrealized
BBHY JPMORGAN BETABUILDERS USD HIGH Y ETF 0.6%
Value ($000) $4,821 Shares 103,361 Est. Cost $46.33 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $4,749 Shares 16,380 Est. Cost $134.61 Unrealized +87.7%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.6%
Value ($000) $4,688 Shares 47,258 Est. Cost $102.22 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.6%
Value ($000) $4,455 Shares 9,170 Est. Cost $278.13 Unrealized +82.6%
TIPX SPDR BLOOMBERG 1 10 YR TIPS ETF 0.6%
Value ($000) $4,419 Shares 230,884 Est. Cost $19.08 Unrealized
V VISA INC CLASS A 0.6%
Value ($000) $4,199 Shares 11,827 Est. Cost $227.98 Unrealized +52.2%
SPEM SPDR INDEX SHARES EMERG MARKT ETF 0.5%
Value ($000) $4,009 Shares 93,790 Est. Cost $36.23 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.4%
Value ($000) $3,390 Shares 15,711 Est. Cost $209.13 Unrealized
GOOG ALPHABET INC. CLASS C 0.4%
Value ($000) $3,346 Shares 18,863 Est. Cost $116.68 Unrealized +41.3%
NFLX NETFLIX INC 0.4%
Value ($000) $3,213 Shares 2,399 Est. Cost $36.07 Unrealized +213.5%
DFUS DIMENSIONAL U S EQUITY ETF 0.4%
Value ($000) $3,011 Shares 44,921 Est. Cost $46.59 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $2,836 Shares 3,638 Est. Cost $324.49 Unrealized +138.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $2,698 Shares 9,234 Est. Cost $167.26 Unrealized +81.5%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.3%
Value ($000) $2,651 Shares 24,260 Est. Cost $102.22 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,463 Shares 22,848 Est. Cost $58.95 Unrealized +77.3%
PG PROCTER & GAMBLE 0.3%
Value ($000) $2,394 Shares 15,029 Est. Cost $119.03 Unrealized +35.1%
AJG ARTHUR J GALLAGHER&C 0.3%
Value ($000) $2,372 Shares 7,410 Est. Cost $122.74 Unrealized +166.9%
QQQ INVSC QQQ TRUST SRS 1 ETF IV 0.3%
Value ($000) $2,341 Shares 4,243 Est. Cost $457.95 Unrealized
WMT WALMART INC 0.3%
Value ($000) $2,337 Shares 23,905 Est. Cost $52.46 Unrealized +80.6%
ABBV ABBVIE INC 0.3%
Value ($000) $2,309 Shares 12,440 Est. Cost $87.00 Unrealized +110.0%
TSM TAIWAN SEMICONDUCTR F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.3%
Value ($000) $2,305 Shares 10,175 Est. Cost $105.66 Unrealized
RSP INVSC S P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $2,193 Shares 12,069 Est. Cost $157.38 Unrealized
COST COSTCO WHOLESALE CO 0.3%
Value ($000) $2,089 Shares 2,110 Est. Cost $339.59 Unrealized +191.7%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2,023 Shares 5,891 Est. Cost $247.72 Unrealized +39.1%
MA MASTERCARD INC CLASS A 0.3%
Value ($000) $2,002 Shares 3,562 Est. Cost $239.98 Unrealized +129.8%
INTC INTEL CORP 0.3%
Value ($000) $1,932 Shares 86,244 Est. Cost $26.61 Unrealized -22.1%
IBM IBM CORP 0.2%
Value ($000) $1,850 Shares 6,277 Est. Cost $181.28 Unrealized +40.0%
HD HOME DEPOT INC 0.2%
Value ($000) $1,783 Shares 4,862 Est. Cost $214.58 Unrealized +65.9%
SAP SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1,772 Shares 5,828 Est. Cost $109.98 Unrealized
FNDX SCHWAB FUNDAMENTAL US LARGE CO ETF 0.2%
Value ($000) $1,755 Shares 71,500 Est. Cost $24.54 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,736 Shares 7,942 Est. Cost $61.08 Unrealized +163.3%
PM PHILIP MORRIS INTL 0.2%
Value ($000) $1,710 Shares 9,391 Est. Cost $86.45 Unrealized +93.6%
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $1,578 Shares 33,352 Est. Cost $28.16 Unrealized +47.2%
ABT ABBOTT LABORATORIES 0.2%
Value ($000) $1,551 Shares 11,405 Est. Cost $88.94 Unrealized +46.8%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,521 Shares 21,921 Est. Cost $43.58 Unrealized +38.6%
ASML ASML HOLDING N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1,486 Shares 1,854 Est. Cost $429.55 Unrealized
XLE ENERGY SELECT SECTOR SPDR ETF 0.2%
Value ($000) $1,481 Shares 17,464 Est. Cost $66.84 Unrealized
INTU INTUIT INC 0.2%
Value ($000) $1,471 Shares 1,867 Est. Cost $278.94 Unrealized +141.8%
DAUG FT CBOE VEST US EQUITY DEEP BUFF ETF 0.2%
Value ($000) $1,458 Shares 35,000 Est. Cost $31.16 Unrealized
KO THE COCA-COLA CO 0.2%
Value ($000) $1,454 Shares 20,548 Est. Cost $49.76 Unrealized +40.2%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $1,431 Shares 5,562 Est. Cost $113.04 Unrealized +93.4%
NDSN NORDSON CORP 0.2%
Value ($000) $1,429 Shares 6,666 Est. Cost $195.28 Unrealized +0.9%
ISRG INTUITIVE SURGICAL 0.2%
Value ($000) $1,426 Shares 2,625 Est. Cost $346.56 Unrealized +50.9%
DWM WISDOMTREE INTERNATIONAL EQY ETF 0.2%
Value ($000) $1,426 Shares 22,441 Est. Cost $49.85 Unrealized
UNH UNITEDHEALTH GRP INC 0.2%
Value ($000) $1,421 Shares 4,557 Est. Cost $307.86 Unrealized +21.8%
T A T & T INC 0.2%
Value ($000) $1,420 Shares 49,053 Est. Cost $17.62 Unrealized +53.0%
SCHX SCHWAB US LARGE CAP ETF 0.2%
Value ($000) $1,417 Shares 57,960 Est. Cost $24.44 Unrealized
AMD ADVANCED MICRO DEVICES I 0.2%
Value ($000) $1,413 Shares 9,956 Est. Cost $108.19 Unrealized +0.6%
PEP PEPSICO INC 0.2%
Value ($000) $1,396 Shares 10,576 Est. Cost $113.27 Unrealized +15.7%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,365 Shares 8,573 Est. Cost $134.61 Unrealized +7.7%
GLD SPDR GOLD SHARES ETF 0.2%
Value ($000) $1,339 Shares 4,391 Est. Cost $203.71 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,317 Shares 8,625 Est. Cost $130.69 Unrealized +15.4%
NVO NOVO-NORDISK AS VORMAL F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.2%
Value ($000) $1,297 Shares 18,790 Est. Cost $84.13 Unrealized
AZN ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.2%
Value ($000) $1,287 Shares 18,421 Est. Cost $54.64 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $1,287 Shares 1,842 Est. Cost $370.23 Unrealized +69.7%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,227 Shares 2,327 Est. Cost $344.64 Unrealized +44.1%
VCSH VGRD STC ETF DV 0.2%
Value ($000) $1,221 Shares 15,363 Est. Cost $78.70 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $1,195 Shares 3,997 Est. Cost $230.83 Unrealized +31.2%
LIN LINDE PLC F 0.2%
Value ($000) $1,194 Shares 2,545 Est. Cost $333.59 Unrealized +35.6%
ETN EATON CORP PLC F 0.2%
Value ($000) $1,193 Shares 3,343 Est. Cost $161.06 Unrealized +90.4%
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,173 Shares 14,646 Est. Cost $43.35 Unrealized +64.1%
UGA UNITED STATES GASOLINE ETF 0.2%
Value ($000) $1,144 Shares 19,000 Est. Cost $10.08 Unrealized
MRK MERCK & CO. INC. 0.1%
Value ($000) $1,128 Shares 14,248 Est. Cost $67.69 Unrealized +14.3%
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $1,125 Shares 1,590 Est. Cost $343.24 Unrealized +66.6%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $1,102 Shares 14,965 Est. Cost $72.23 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,098 Shares 11,765 Est. Cost $54.67 Unrealized +50.6%
RTX RTX CORP 0.1%
Value ($000) $1,075 Shares 7,362 Est. Cost $82.71 Unrealized +59.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,066 Shares 2,746 Est. Cost $175.14 Unrealized +88.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $996 Shares 11,101 Est. Cost $45.93 Unrealized +91.6%
DIA SPDR DOW JONES INDUSTRIAL AVRG ETF 0.1%
Value ($000) $996 Shares 2,260 Est. Cost $427.01 Unrealized
FNDA SCHWAB FUNDAMENTAL US SMALL COM ETF 0.1%
Value ($000) $989 Shares 34,534 Est. Cost $28.65 Unrealized
PGR PROGRESSIVE CO OHIO 0.1%
Value ($000) $988 Shares 3,704 Est. Cost $100.77 Unrealized +155.6%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $978 Shares 169 Est. Cost $2349.10 Unrealized +116.9%
NOW SERVICE NOW INC 0.1%
Value ($000) $954 Shares 928 Est. Cost $113.31 Unrealized +66.5%
BSX BOSTON SCIENTIFIC CO 0.1%
Value ($000) $939 Shares 8,743 Est. Cost $56.02 Unrealized +80.6%
BCS BARCLAYS PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS 0.1%
Value ($000) $909 Shares 48,903 Est. Cost $8.75 Unrealized
DJUL FT CBOE VEST US EQY DEEP BUFFER ETF 0.1%
Value ($000) $900 Shares 20,262 Est. Cost $35.67 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $893 Shares 3,274 Est. Cost $205.77 Unrealized +29.3%
HYG ISHARES IBOXX HIGH YIELD BOND ETF 0.1%
Value ($000) $884 Shares 10,965 Est. Cost $78.41 Unrealized
SE SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $883 Shares 5,522 Est. Cost $104.50 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $877 Shares 2,748 Est. Cost $107.09 Unrealized +160.9%
VB VANGUARD SMALL CAP ETF IV 0.1%
Value ($000) $870 Shares 3,670 Est. Cost $239.38 Unrealized
PLTR PALANTIR TECHNOLOGIES IN CLASS A 0.1%
Value ($000) $862 Shares 6,323 Est. Cost $80.07 Unrealized +46.5%
CVX CHEVRON CORP 0.1%
Value ($000) $861 Shares 6,015 Est. Cost $101.84 Unrealized +34.5%
DE DEERE & CO 0.1%
Value ($000) $855 Shares 1,682 Est. Cost $400.94 Unrealized +20.9%
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $852 Shares 2,101 Est. Cost $342.57 Unrealized +21.7%
MRSH MARSH & MC LENNAN CO 0.1%
Value ($000) $832 Shares 3,805 Est. Cost $121.57 Unrealized +83.6%
SPOT SPOTIFY TECHNOLOGY F 0.1%
Value ($000) $826 Shares 1,076 Est. Cost $352.41 Unrealized +82.1%
USMV ISHARES MSCI USA MIN VOL FCTR ETF 0.1%
Value ($000) $810 Shares 8,626 Est. Cost $89.45 Unrealized
ICE INTERCONTINENTAL EXC 0.1%
Value ($000) $805 Shares 4,386 Est. Cost $97.89 Unrealized +74.1%
CP CANADIAN PACIFIC KANSA F 0.1%
Value ($000) $794 Shares 10,022 Est. Cost $76.45 Unrealized +0.2%
CEG CONSTELLATION ENERGY COR 0.1%
Value ($000) $790 Shares 2,448 Est. Cost $124.62 Unrealized +111.7%
SCHA SCHWAB US SMALL CAP ETF 0.1%
Value ($000) $785 Shares 31,021 Est. Cost $25.30 Unrealized
SHY ISHARES 1-3 YEAR TREASRY BOND ETF 0.1%
Value ($000) $782 Shares 9,436 Est. Cost $82.02 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $781 Shares 16,198 Est. Cost $41.25 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $778 Shares 1,966 Est. Cost $253.17 Unrealized +46.8%
SFM SPROUTS FARMERS MARK 0.1%
Value ($000) $778 Shares 4,723 Est. Cost $35.49 Unrealized +360.4%
COF CAPITAL ONE FC 0.1%
Value ($000) $771 Shares 3,625 Est. Cost $151.89 Unrealized +21.8%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $771 Shares 6,953 Est. Cost $63.33 Unrealized +64.8%
GEV GE VERNOVA INC 0.1%
Value ($000) $763 Shares 1,442 Est. Cost $236.76 Unrealized +75.7%
GRC GORMAN RUPP CO COM 0.1%
Value ($000) $758 Shares 20,638 Est. Cost $36.90 Unrealized -2.6%
TMUS T-MOBILE US INC 0.1%
Value ($000) $751 Shares 3,150 Est. Cost $137.38 Unrealized +75.8%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $747 Shares 5,558 Est. Cost $63.68 Unrealized +92.0%
VXUS VANGUARD STAR FD TL INTL STK F ETF 0.1%
Value ($000) $744 Shares 10,763 Est. Cost $59.36 Unrealized
BA BOEING CO 0.1%
Value ($000) $742 Shares 3,542 Est. Cost $170.37 Unrealized +10.9%
QJUN FT CBOE VEST NASDAQ 100 BUFFER ETF 0.1%
Value ($000) $741 Shares 25,059 Est. Cost $26.88 Unrealized
CMCSA COMCAST CORP CLASS A 0.1%
Value ($000) $728 Shares 20,390 Est. Cost $33.31 Unrealized +1.8%
TJX TJX COMPANIES INC 0.1%
Value ($000) $720 Shares 5,834 Est. Cost $70.15 Unrealized +79.4%
VZ VERIZON COMMUNICATN 0.1%
Value ($000) $716 Shares 16,545 Est. Cost $36.48 Unrealized +14.7%
DIS WALT DISNEY CO 0.1%
Value ($000) $707 Shares 5,703 Est. Cost $110.23 Unrealized -6.7%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $705 Shares 3,851 Est. Cost $103.29 Unrealized +52.4%
TT TRANE TECHNOLOGIES PLC F 0.1%
Value ($000) $699 Shares 1,598 Est. Cost $273.72 Unrealized +43.6%
SO SOUTHERN CO 0.1%
Value ($000) $686 Shares 7,468 Est. Cost $59.12 Unrealized +48.8%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value ($000) $684 Shares 2,703 Est. Cost $227.70 Unrealized
IBN ICICI BANK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $683 Shares 20,313 Est. Cost $17.50 Unrealized
HSBC HSBC HLDGS PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $680 Shares 11,184 Est. Cost $46.07 Unrealized
BK BANK OF NY MELLON CO 0.1%
Value ($000) $680 Shares 7,461 Est. Cost $49.53 Unrealized +69.5%
ADBE ADOBE INC 0.1%
Value ($000) $673 Shares 1,739 Est. Cost $328.07 Unrealized +17.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $668 Shares 2,199 Est. Cost $287.27 Unrealized
VO VANGUARD INDEX FUNDS MID CAP E TF 0.1%
Value ($000) $667 Shares 2,384 Est. Cost $263.98 Unrealized
DFEB FT CBOE VEST US EQUITY DEEP BFR ETF 0.1%
Value ($000) $667 Shares 14,931 Est. Cost $42.15 Unrealized
GWW WW GRAINGER INC 0.1%
Value ($000) $663 Shares 637 Est. Cost $375.32 Unrealized +175.3%
MHVIY MITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $659 Shares 13,156 Est. Cost $29.20 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $654 Shares 1,481 Est. Cost $305.01 Unrealized +52.1%
DHR DANAHER CORP 0.1%
Value ($000) $651 Shares 3,296 Est. Cost $157.67 Unrealized +22.4%
RACE FERRARI N V F 0.1%
Value ($000) $637 Shares 1,299 Est. Cost $214.20 Unrealized +116.9%
PYPL PAYPAL HOLDINGS INCORPOR 0.1%
Value ($000) $634 Shares 8,532 Est. Cost $80.01 Unrealized -14.6%
FNDF SCHWAB FUNDAMENTAL INL LARGE COM ETF 0.1%
Value ($000) $633 Shares 15,819 Est. Cost $40.02 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX ETF 0.1%
Value ($000) $632 Shares 4,921 Est. Cost $117.39 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $631 Shares 6,883 Est. Cost $82.75 Unrealized +2.9%
KMI KINDER MORGAN INC 0.1%
Value ($000) $630 Shares 21,440 Est. Cost $14.60 Unrealized +83.3%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $630 Shares 414 Est. Cost $837.45 Unrealized +56.9%
SNPS SYNOPSYS INC 0.1%
Value ($000) $626 Shares 1,222 Est. Cost $320.54 Unrealized +45.4%
MS MORGAN STANLEY 0.1%
Value ($000) $617 Shares 4,379 Est. Cost $79.82 Unrealized +51.5%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.1%
Value ($000) $612 Shares 8,423 Est. Cost $57.65 Unrealized
SONY SONY GROUP CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $609 Shares 23,408 Est. Cost $37.69 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $603 Shares 24,875 Est. Cost $27.76 Unrealized -19.5%
JCI JOHNSON CONTROLS INTER F 0.1%
Value ($000) $599 Shares 5,675 Est. Cost $62.04 Unrealized +47.9%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $593 Shares 6,494 Est. Cost $65.19 Unrealized +27.6%
BP BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHS 0.1%
Value ($000) $590 Shares 19,729 Est. Cost $28.75 Unrealized
BTI BRIT AMER TOBACCO F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $586 Shares 12,377 Est. Cost $34.79 Unrealized
IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF 0.1%
Value ($000) $584 Shares 11,075 Est. Cost $52.71 Unrealized
PANW PALO ALTO NETWORKS 0.1%
Value ($000) $579 Shares 2,829 Est. Cost $123.46 Unrealized +50.4%
RCL ROYAL CARIBBEAN GROUP F 0.1%
Value ($000) $577 Shares 1,843 Est. Cost $105.19 Unrealized +124.5%
SAN BANCO SANTANDER SA IAM F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $574 Shares 69,191 Est. Cost $4.02 Unrealized
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $569 Shares 1,845 Est. Cost $202.05 Unrealized +49.6%
HLT HILTON WORLDWIDE HLD 0.1%
Value ($000) $568 Shares 2,132 Est. Cost $172.39 Unrealized +37.9%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $568 Shares 2,558 Est. Cost $153.71 Unrealized +43.5%
URI UNITED RENTALS INC 0.1%
Value ($000) $564 Shares 749 Est. Cost $512.23 Unrealized +29.9%
PSX PHILLIPS 66 0.1%
Value ($000) $564 Shares 4,729 Est. Cost $66.19 Unrealized +65.4%
CTAS CINTAS CORP 0.1%
Value ($000) $563 Shares 2,524 Est. Cost $175.62 Unrealized +21.9%
QUAL ISHARES MSCI USA QLTY FACT ETF 0.1%
Value ($000) $561 Shares 3,067 Est. Cost $177.99 Unrealized
ZTS ZOETIS INC CLASS A 0.1%
Value ($000) $558 Shares 3,581 Est. Cost $105.60 Unrealized +49.0%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $558 Shares 2,686 Est. Cost $134.28 Unrealized +29.8%
MET METLIFE INC 0.1%
Value ($000) $556 Shares 6,917 Est. Cost $49.09 Unrealized +54.5%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $544 Shares 2,782 Est. Cost $180.79 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $542 Shares 955 Est. Cost $568.03 Unrealized
RELX RELX PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $541 Shares 9,954 Est. Cost $29.87 Unrealized
BABA ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS 0.1%
Value ($000) $538 Shares 4,748 Est. Cost $110.74 Unrealized
SMFG SUMITOMO MITSUI FINL00 F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.1%
Value ($000) $538 Shares 35,578 Est. Cost $7.34 Unrealized
ORLY O REILLY AUTOMOTIVE 0.1%
Value ($000) $538 Shares 5,964 Est. Cost $88.91 Unrealized +2.6%
SNY SANOFI S A F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.1%
Value ($000) $535 Shares 11,075 Est. Cost $49.03 Unrealized
PRU PRUDENTIAL FINL 0.1%
Value ($000) $535 Shares 4,976 Est. Cost $69.96 Unrealized +43.3%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $527 Shares 1,551 Est. Cost $147.44 Unrealized
LPLA LPL FINL HLDGS 0.1%
Value ($000) $525 Shares 1,400 Est. Cost $296.36 Unrealized +18.2%
CB CHUBB LTD F 0.1%
Value ($000) $518 Shares 1,788 Est. Cost $170.48 Unrealized +68.3%
ING ING GROEP ADR REP 1 OR F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $517 Shares 23,629 Est. Cost $12.84 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $516 Shares 2,243 Est. Cost $195.12 Unrealized +12.0%
DJUN FT VST US EQTY DEEP BUFR ETF 0.1%
Value ($000) $515 Shares 11,428 Est. Cost $41.03 Unrealized
CMG CHIPOTLE MEXICAN GRL 0.1%
Value ($000) $509 Shares 9,059 Est. Cost $60.30 Unrealized -15.6%
CSX CSX CORP 0.1%
Value ($000) $508 Shares 15,580 Est. Cost $31.03 Unrealized -4.0%
IAU ISHARES GOLD ETF 0.1%
Value ($000) $508 Shares 8,141 Est. Cost $45.06 Unrealized
GD GENERAL DYNAMICS CO 0.1%
Value ($000) $506 Shares 1,734 Est. Cost $169.09 Unrealized +61.1%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $490 Shares 11,926 Est. Cost $32.92 Unrealized +11.1%
WELL WELLTOWER INC REIT 0.1%
Value ($000) $488 Shares 3,172 Est. Cost $89.63 Unrealized +65.0%
ACNB A C N B CORP 0.1%
Value ($000) $487 Shares 11,363 Est. Cost $21.99 Unrealized +85.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $483 Shares 2,073 Est. Cost $146.31 Unrealized +36.5%
NKE NIKE INC CLASS B 0.1%
Value ($000) $478 Shares 6,730 Est. Cost $82.32 Unrealized -28.2%
MNST MONSTER BEVERAGE CORPORA 0.1%
Value ($000) $477 Shares 7,613 Est. Cost $47.22 Unrealized +29.4%
VV VANGUARD LARGE CAP ETF 0.1%
Value ($000) $473 Shares 1,659 Est. Cost $268.84 Unrealized
KLAC KLA CORP 0.1%
Value ($000) $471 Shares 526 Est. Cost $363.76 Unrealized +105.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $470 Shares 8,238 Est. Cost $57.01 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $469 Shares 5,504 Est. Cost $54.42 Unrealized +30.8%
PWR QUANTA SERVICES INC 0.1%
Value ($000) $468 Shares 1,239 Est. Cost $190.20 Unrealized +68.6%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $463 Shares 3,476 Est. Cost $80.54 Unrealized +41.0%
HBAN HUNTINGTON BANCSHS 0.1%
Value ($000) $462 Shares 27,539 Est. Cost $13.92 Unrealized +5.6%
AMP AMERIPRISE FINL 0.1%
Value ($000) $458 Shares 859 Est. Cost $289.73 Unrealized +69.2%
NVS NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $458 Shares 3,788 Est. Cost $115.52 Unrealized
EQIX EQUINIX INC REIT 0.1%
Value ($000) $456 Shares 574 Est. Cost $619.14 Unrealized +35.0%
CI THE CIGNA GROUP 0.1%
Value ($000) $455 Shares 1,376 Est. Cost $244.74 Unrealized +29.9%
PNC PNC FINL SERVICES 0.1%
Value ($000) $449 Shares 2,409 Est. Cost $128.72 Unrealized +28.9%
ADSK AUTODESK INC 0.1%
Value ($000) $446 Shares 1,442 Est. Cost $221.71 Unrealized +28.0%
MCK MCKESSON CORP 0.1%
Value ($000) $445 Shares 607 Est. Cost $279.63 Unrealized +151.7%
VEU VANGUARD FTSE ALL WORLD EX US ETF 0.1%
Value ($000) $439 Shares 6,527 Est. Cost $57.41 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $438 Shares 4,190 Est. Cost $106.22 Unrealized
EQT EQT CORP 0.1%
Value ($000) $434 Shares 7,441 Est. Cost $51.01 Unrealized +5.0%
BUD ANHEUSER BUSCH INBEV S F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $434 Shares 6,313 Est. Cost $60.46 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $433 Shares 6,898 Est. Cost $39.51 Unrealized +46.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $432 Shares 7,372 Est. Cost $36.10 Unrealized +55.0%
PLD PROLOGIS INC. REIT 0.1%
Value ($000) $432 Shares 4,105 Est. Cost $93.29 Unrealized +9.7%
APH AMPHENOL CORP CLASS A 0.1%
Value ($000) $425 Shares 4,306 Est. Cost $48.92 Unrealized +66.4%
UBS UBS GROUP AG F 0.1%
Value ($000) $424 Shares 12,528 Est. Cost $27.57 Unrealized +12.2%
AEP AMER ELECTRIC PWR CO 0.1%
Value ($000) $423 Shares 4,078 Est. Cost $99.89 Unrealized +2.1%
MU MICRON TECHNOLOGY 0.1%
Value ($000) $423 Shares 3,431 Est. Cost $94.94 Unrealized -1.8%
SHEL SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $422 Shares 5,996 Est. Cost $59.51 Unrealized
MUFG MITSUBISHI U F J FINAN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $417 Shares 30,362 Est. Cost $3.95 Unrealized
XLF SELECT SECTOR SPDR TRUST SBI I NT-FINL ETF 0.1%
Value ($000) $416 Shares 7,943 Est. Cost $48.49 Unrealized
CCL CARNIVAL CORP F 0.1%
Value ($000) $409 Shares 14,541 Est. Cost $23.19 Unrealized -7.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $408 Shares 15,413 Est. Cost $27.29 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $407 Shares 1,708 Est. Cost $132.40 Unrealized +55.6%
CDNS CADENCE DESIGN SYS 0.1%
Value ($000) $401 Shares 1,301 Est. Cost $194.91 Unrealized +49.2%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $398 Shares 1,741 Est. Cost $129.21 Unrealized +77.7%
NGG NTNL GRID PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.1%
Value ($000) $394 Shares 5,292 Est. Cost $74.41 Unrealized
WDAY WORKDAY INC CLASS A 0.1%
Value ($000) $390 Shares 1,625 Est. Cost $251.67 Unrealized -3.2%
GM GENERAL MOTORS CO 0.1%
Value ($000) $390 Shares 7,924 Est. Cost $40.15 Unrealized +17.2%
PEG PUB SVC ENTERPISE GP 0.1%
Value ($000) $389 Shares 4,617 Est. Cost $56.47 Unrealized +39.7%
FTNT FORTINET INC 0.1%
Value ($000) $388 Shares 3,673 Est. Cost $68.44 Unrealized +47.4%
MDT MEDTRONIC PLC F 0.1%
Value ($000) $388 Shares 4,453 Est. Cost $80.24 Unrealized +4.1%
VRTX VERTEX PHARMACEUTICA 0.1%
Value ($000) $386 Shares 868 Est. Cost $224.12 Unrealized +105.6%
AFL AFLAC INC 0.1%
Value ($000) $382 Shares 3,624 Est. Cost $67.88 Unrealized +52.7%
GSK GSK PLC ADR F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.1%
Value ($000) $382 Shares 9,951 Est. Cost $36.76 Unrealized
XLP SELECT SECTOR SPDR TRUST CONSU MER STAPLES INDEX 0.1%
Value ($000) $382 Shares 4,716 Est. Cost $78.61 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $377 Shares 4,865 Est. Cost $68.05 Unrealized -8.5%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $375 Shares 979 Est. Cost $259.54 Unrealized +38.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $372 Shares 2,508 Est. Cost $81.61 Unrealized +76.7%
STRL STERLING INFRASTRUCTURE 0.0%
Value ($000) $371 Shares 1,606 Est. Cost $174.59 Unrealized 0.0%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $370 Shares 12,655 Est. Cost $29.21 Unrealized
CBRE CBRE GROUP INC CLASS A 0.0%
Value ($000) $369 Shares 2,633 Est. Cost $113.07 Unrealized +11.8%
DEO DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $364 Shares 3,610 Est. Cost $140.98 Unrealized
AMGN AMGEN INC. 0.0%
Value ($000) $359 Shares 1,284 Est. Cost $195.30 Unrealized +42.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $358 Shares 920 Est. Cost $306.45 Unrealized +29.4%
AROC ARCHROCK INC 0.0%
Value ($000) $355 Shares 14,296 Est. Cost $9.33 Unrealized +155.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $353 Shares 1,235 Est. Cost $207.73 Unrealized
FTDR FRONTDOOR, INC. 0.0%
Value ($000) $351 Shares 5,956 Est. Cost $50.17 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $351 Shares 3,185 Est. Cost $88.75 Unrealized
KGC KINROSS GOLD CORP F 0.0%
Value ($000) $350 Shares 22,411 Est. Cost $3.50 Unrealized +315.6%
CMI CUMMINS INC 0.0%
Value ($000) $348 Shares 1,063 Est. Cost $273.13 Unrealized +11.9%
TLT ISHARES 20 PLS YEAR TREASURY BND ETF 0.0%
Value ($000) $346 Shares 3,917 Est. Cost $87.45 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $345 Shares 745 Est. Cost $315.66 Unrealized +45.4%
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $344 Shares 45,320 Est. Cost $11.89 Unrealized -37.5%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $342 Shares 10,431 Est. Cost $27.98 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $339 Shares 4,886 Est. Cost $62.10 Unrealized +9.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $337 Shares 15,262 Est. Cost $22.10 Unrealized
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.0%
Value ($000) $336 Shares 17,190 Est. Cost $21.25 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $336 Shares 669 Est. Cost $311.79 Unrealized +47.9%
EMB ISHARES JP MORGAN USD EMERGING MARKE 0.0%
Value ($000) $335 Shares 3,616 Est. Cost $86.45 Unrealized
KEP KOREA ELEC PWR CORP F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $334 Shares 23,465 Est. Cost $9.95 Unrealized
BHP BHP GROUP LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $332 Shares 6,906 Est. Cost $60.20 Unrealized
RDY DR REDDY S LABORATORIE F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $332 Shares 22,092 Est. Cost $29.96 Unrealized
WT WISDOMTREE INC 0.0%
Value ($000) $330 Shares 28,703 Est. Cost $10.17 Unrealized -7.9%
BX BLACKSTONE INC 0.0%
Value ($000) $330 Shares 2,208 Est. Cost $122.81 Unrealized +10.0%
CPRT COPART INC 0.0%
Value ($000) $329 Shares 6,709 Est. Cost $37.85 Unrealized +47.9%
IDCC INTERDIGITAL INC. 0.0%
Value ($000) $326 Shares 1,455 Est. Cost $211.87 Unrealized 0.0%
DHI D R HORTON CO 0.0%
Value ($000) $323 Shares 2,506 Est. Cost $70.36 Unrealized +73.8%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $320 Shares 4,739 Est. Cost $47.90 Unrealized +36.0%
AZO AUTOZONE INC 0.0%
Value ($000) $319 Shares 86 Est. Cost $3535.39 Unrealized +4.3%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $319 Shares 122 Est. Cost $1984.94 Unrealized +17.7%
USB U S BANCORP 0.0%
Value ($000) $317 Shares 7,011 Est. Cost $36.59 Unrealized +11.4%
DLR DIGITAL REALTY TRUST REIT 0.0%
Value ($000) $317 Shares 1,817 Est. Cost $160.19 Unrealized 0.0%
ROP ROPER TECHNOLOGIES 0.0%
Value ($000) $313 Shares 553 Est. Cost $411.14 Unrealized +36.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $311 Shares 1,521 Est. Cost $195.36 Unrealized
SHOP SHOPIFY INC F CLASS A 0.0%
Value ($000) $311 Shares 2,698 Est. Cost $72.00 Unrealized +38.9%
CPNG COUPANG INC CLASS A 0.0%
Value ($000) $310 Shares 10,346 Est. Cost $21.72 Unrealized +18.0%
TGT TARGET CORP 0.0%
Value ($000) $310 Shares 3,139 Est. Cost $150.69 Unrealized -38.1%
TM TOYOTA MOTOR CORP F SPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value ($000) $307 Shares 1,782 Est. Cost $184.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $306 Shares 541 Est. Cost $569.58 Unrealized
MAR MARRIOTT INTL INC CLASS A 0.0%
Value ($000) $306 Shares 1,119 Est. Cost $165.46 Unrealized +50.6%
CME CME GROUP INC CLASS A 0.0%
Value ($000) $306 Shares 1,109 Est. Cost $268.48 Unrealized 0.0%
COR CENCORA INC 0.0%
Value ($000) $306 Shares 1,019 Est. Cost $254.79 Unrealized +12.6%
UNILEVER PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $305 Shares 4,993 Est. Cost $61.17 Unrealized
BR BROADRIDGE FINL SOLU 0.0%
Value ($000) $304 Shares 1,250 Est. Cost $156.00 Unrealized +50.7%
BMI BADGER METER INC 0.0%
Value ($000) $303 Shares 1,235 Est. Cost $225.32 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD F 0.0%
Value ($000) $302 Shares 3,316 Est. Cost $67.54 Unrealized +36.6%
SMTC SEMTECH CORP 0.0%
Value ($000) $301 Shares 6,677 Est. Cost $35.58 Unrealized 0.0%
RSG REPUBLIC SERVICES 0.0%
Value ($000) $301 Shares 1,219 Est. Cost $228.81 Unrealized +7.1%
INFY INFOSYS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $297 Shares 16,041 Est. Cost $19.25 Unrealized
PRF POWERSHARES FTSE RAFI US 1000 PORTFOLIO 0.0%
Value ($000) $295 Shares 6,988 Est. Cost $42.27 Unrealized
UPS UNITED PARCEL SRVC CLASS B 0.0%
Value ($000) $294 Shares 2,909 Est. Cost $109.84 Unrealized -14.3%
PHG KONINKLIJKE PHILIPS N F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $293 Shares 12,232 Est. Cost $18.75 Unrealized
USFD US FOODS HOLDING CORP 0.0%
Value ($000) $293 Shares 3,802 Est. Cost $56.06 Unrealized +27.3%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $292 Shares 3,087 Est. Cost $92.59 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $292 Shares 1,819 Est. Cost $78.54 Unrealized +66.8%
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $289 Shares 870 Est. Cost $256.16 Unrealized +10.2%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $289 Shares 2,354 Est. Cost $83.60 Unrealized +36.0%
CRWD CROWDSTRIKE HLDGS INC CLASS A 0.0%
Value ($000) $288 Shares 565 Est. Cost $433.57 Unrealized 0.0%
KB KB FINL GROUP INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $287 Shares 3,477 Est. Cost $37.93 Unrealized
KR KROGER CO 0.0%
Value ($000) $287 Shares 3,998 Est. Cost $63.65 Unrealized +7.1%
COHR COHERENT CORP 0.0%
Value ($000) $286 Shares 3,206 Est. Cost $71.97 Unrealized 0.0%
ARGX ARGENX SE F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $286 Shares 518 Est. Cost $467.25 Unrealized
GRMN GARMIN LTD F 0.0%
Value ($000) $286 Shares 1,368 Est. Cost $135.39 Unrealized +44.8%
JBL JABIL INC 0.0%
Value ($000) $285 Shares 1,308 Est. Cost $161.93 Unrealized 0.0%
NTB BANK OF N T BUTTERFIEL F 0.0%
Value ($000) $284 Shares 6,410 Est. Cost $18.56 Unrealized +117.2%
XYZ BLOCK INC CLASS A 0.0%
Value ($000) $283 Shares 4,171 Est. Cost $57.25 Unrealized +1.6%
WIT WIPRO LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $282 Shares 93,406 Est. Cost $5.42 Unrealized
ANSYS INC 0.0%
Value ($000) $281 Shares 799 Est. Cost $337.06 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $280 Shares 1,095 Est. Cost $216.33 Unrealized +7.7%
MFG MIZUHO FINL GROUP F SPONSORED ADR 1 ADR REPS 0.2 ORD SHS 0.0%
Value ($000) $280 Shares 50,328 Est. Cost $3.51 Unrealized
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $279 Shares 664 Est. Cost $262.87 Unrealized +57.9%
GDEC FT VEST US EQT MODRT BFR ETF 0.0%
Value ($000) $279 Shares 7,932 Est. Cost $33.11 Unrealized
MMM 3M CO 0.0%
Value ($000) $278 Shares 1,824 Est. Cost $96.55 Unrealized +46.3%
HIG HARTFORD FINL SVC GP 0.0%
Value ($000) $274 Shares 2,163 Est. Cost $122.91 Unrealized 0.0%
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $274 Shares 2,712 Est. Cost $87.06 Unrealized 0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $273 Shares 509 Est. Cost $478.19 Unrealized 0.0%
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $272 Shares 1,581 Est. Cost $213.61 Unrealized -15.5%
NLY ANNALY CAPITAL MGMT REIT 0.0%
Value ($000) $268 Shares 14,239 Est. Cost $20.31 Unrealized
SCHH CHARLES SCHWAB US REIT ETF 0.0%
Value ($000) $268 Shares 12,658 Est. Cost $21.16 Unrealized
HDB HOUSING DEVELOPMENT FI F SPONSORED ADR 1 ADR REPS 3 ORD SHS 0.0%
Value ($000) $267 Shares 3,484 Est. Cost $65.52 Unrealized
CORT CORCEPT THERAPEUTICS 0.0%
Value ($000) $267 Shares 3,631 Est. Cost $72.50 Unrealized 0.0%
SYF SYNCHRONY FINL 0.0%
Value ($000) $266 Shares 3,992 Est. Cost $55.34 Unrealized 0.0%
EALT INNOVTR US EQTY 5 TO 15 BUFFER ETF 0.0%
Value ($000) $266 Shares 8,162 Est. Cost $32.24 Unrealized
GL GLOBE LIFE INC 0.0%
Value ($000) $265 Shares 2,135 Est. Cost $95.33 Unrealized +26.8%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $265 Shares 3,094 Est. Cost $55.57 Unrealized +47.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $264 Shares 1,590 Est. Cost $42.35 Unrealized +249.2%
PUK PRUDENTIAL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $263 Shares 10,523 Est. Cost $21.50 Unrealized
SPG SIMON PPTY GROUP REIT 0.0%
Value ($000) $261 Shares 1,625 Est. Cost $119.30 Unrealized +28.0%
MFC MANULIFE FINL F 0.0%
Value ($000) $259 Shares 8,111 Est. Cost $23.19 Unrealized +32.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $259 Shares 1,778 Est. Cost $147.52 Unrealized 0.0%
SKYW SKYWEST INC 0.0%
Value ($000) $257 Shares 2,498 Est. Cost $76.95 Unrealized +23.5%
MTZ MASTEC INC 0.0%
Value ($000) $254 Shares 1,492 Est. Cost $144.03 Unrealized 0.0%
WF WOORI FINL GROUP INC F UNSPONSORED ADR 1 ADR REPS 3 ORD SHS 0.0%
Value ($000) $254 Shares 5,109 Est. Cost $27.64 Unrealized
ASX ASE TECHNOLOGY HOLDING F UNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $254 Shares 24,571 Est. Cost $6.42 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $252 Shares 23,233 Est. Cost $10.10 Unrealized -2.3%
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $252 Shares 5,988 Est. Cost $46.10 Unrealized -10.7%
CMA COMERICA INCORPORATE 0.0%
Value ($000) $250 Shares 4,196 Est. Cost $59.75 Unrealized -9.2%
TTWO TAKE TWO INTERACTV 0.0%
Value ($000) $250 Shares 1,029 Est. Cost $225.31 Unrealized 0.0%
REGN REGENERON PHARMS INC 0.0%
Value ($000) $249 Shares 475 Est. Cost $556.11 Unrealized +0.0%
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $248 Shares 21,288 Est. Cost $5.31 Unrealized +71.0%
RY ROYAL BANK OF CANADA F 0.0%
Value ($000) $248 Shares 1,883 Est. Cost $90.90 Unrealized +34.6%
ACAD ACADIA PHARMACEUTL 0.0%
Value ($000) $247 Shares 11,474 Est. Cost $18.59 Unrealized 0.0%
FEX FIRST TRUST LRGE CAP CORE APADEX ETF 0.0%
Value ($000) $247 Shares 2,250 Est. Cost $90.16 Unrealized
MMSI MERIT MED SYS INC 0.0%
Value ($000) $247 Shares 2,637 Est. Cost $94.75 Unrealized 0.0%
ABNB AIRBNB INC CLASS A 0.0%
Value ($000) $246 Shares 1,862 Est. Cost $133.78 Unrealized -5.3%
AME AMETEK INC 0.0%
Value ($000) $246 Shares 1,361 Est. Cost $122.29 Unrealized +40.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $245 Shares 1,556 Est. Cost $164.17 Unrealized
VMC VULCAN MATERIALS COM 0.0%
Value ($000) $245 Shares 940 Est. Cost $256.02 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value ($000) $244 Shares 777 Est. Cost $288.61 Unrealized 0.0%
AMT AMERN TOWER CORP REIT 0.0%
Value ($000) $243 Shares 1,101 Est. Cost $210.37 Unrealized 0.0%
DB DEUTSCHE BK AKTIENGE F 0.0%
Value ($000) $242 Shares 8,264 Est. Cost $26.01 Unrealized 0.0%
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $242 Shares 2,425 Est. Cost $90.21 Unrealized 0.0%
CNQ CANADIAN NATURAL RES F 0.0%
Value ($000) $241 Shares 7,689 Est. Cost $29.57 Unrealized +1.4%
BYD BOYD GAMING CORP 0.0%
Value ($000) $241 Shares 3,083 Est. Cost $70.97 Unrealized 0.0%
FNX FIRST TRUST MID CAP CRE ALPHADEX ETF 0.0%
Value ($000) $241 Shares 2,097 Est. Cost $104.45 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $240 Shares 1,058 Est. Cost $248.44 Unrealized -13.4%
TS TENARIS S A F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $240 Shares 6,421 Est. Cost $35.32 Unrealized
ODFL OLD DOMINION FREIGHT 0.0%
Value ($000) $240 Shares 1,478 Est. Cost $185.19 Unrealized -14.3%
WAB WABTEC 0.0%
Value ($000) $240 Shares 1,145 Est. Cost $191.67 Unrealized 0.0%
SEIE SEI SELECT INTL EQUITY 0.0%
Value ($000) $238 Shares 8,083 Est. Cost $23.86 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $238 Shares 2,017 Est. Cost $115.43 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $236 Shares 954 Est. Cost $248.69 Unrealized -4.6%
VRSK VERISK ANALYTICS INC CLASS A 0.0%
Value ($000) $235 Shares 754 Est. Cost $287.76 Unrealized +4.8%
FN FABRINET F 0.0%
Value ($000) $235 Shares 797 Est. Cost $222.82 Unrealized 0.0%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $234 Shares 3,207 Est. Cost $68.84 Unrealized 0.0%
EXE CHESAPEAKE ENERGY CO 0.0%
Value ($000) $234 Shares 2,000 Est. Cost $109.10 Unrealized 0.0%
TRV TRAVELERS COMPANIES 0.0%
Value ($000) $234 Shares 874 Est. Cost $246.40 Unrealized +5.8%
UFEB INNOVATOR US EQUITY ULTRA BUFFER ETF 0.0%
Value ($000) $234 Shares 6,812 Est. Cost $32.39 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $232 Shares 568 Est. Cost $367.61 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $231 Shares 4,703 Est. Cost $58.33 Unrealized -21.9%
XJUN FT VST US EQY EHNC MDRT BUF ETF 0.0%
Value ($000) $231 Shares 5,620 Est. Cost $38.63 Unrealized
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $228 Shares 216 Est. Cost $217.02 Unrealized +87.5%
O REALTY INCOME CORP REIT 0.0%
Value ($000) $228 Shares 3,954 Est. Cost $52.70 Unrealized +3.4%
FICO FAIR ISAAC INTL CORP 0.0%
Value ($000) $227 Shares 124 Est. Cost $1877.74 Unrealized 0.0%
SNN SMITH & NEPHEW GROUP P F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $227 Shares 7,398 Est. Cost $28.37 Unrealized
GVA GRANITE CONSTRUCTION 0.0%
Value ($000) $225 Shares 2,407 Est. Cost $84.26 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $224 Shares 1,299 Est. Cost $115.89 Unrealized +56.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $223 Shares 3,588 Est. Cost $62.02 Unrealized
WSFS W S F S FINL CO 0.0%
Value ($000) $222 Shares 4,038 Est. Cost $51.93 Unrealized 0.0%
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF 0.0%
Value ($000) $222 Shares 8,025 Est. Cost $27.67 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $221 Shares 6,011 Est. Cost $35.84 Unrealized
KTOS KRATOS DEF & SEC SOL 0.0%
Value ($000) $220 Shares 4,744 Est. Cost $36.21 Unrealized 0.0%
SMH VANECK VECTORS ETF TRUST SEMIC ONDUCTOR ETF 0.0%
Value ($000) $219 Shares 785 Est. Cost $278.88 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $218 Shares 4,417 Est. Cost $49.46 Unrealized
LHX L3HARRIS TECHNOLOGIES IN 0.0%
Value ($000) $218 Shares 869 Est. Cost $227.05 Unrealized 0.0%
IT GARTNER INC 0.0%
Value ($000) $218 Shares 539 Est. Cost $326.45 Unrealized +28.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $216 Shares 1,074 Est. Cost $196.87 Unrealized 0.0%
CCI CROWN CASTLE INC REIT 0.0%
Value ($000) $216 Shares 2,103 Est. Cost $89.66 Unrealized +9.4%
TME TENCENT MUSIC ENTMT GR F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $215 Shares 11,031 Est. Cost $4.83 Unrealized
SLG SL GREEN REALTY CORP 0.0%
Value ($000) $214 Shares 3,462 Est. Cost $61.90 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $214 Shares 6,718 Est. Cost $31.24 Unrealized 0.0%
MSTR MICROSTRATEGY INC CLASS A 0.0%
Value ($000) $213 Shares 528 Est. Cost $364.26 Unrealized 0.0%
FANG DIAMONDBACK ENERGY 0.0%
Value ($000) $213 Shares 1,550 Est. Cost $133.48 Unrealized +2.0%
SUB ISHARES SHORT TERM NTNL MUN BND ETF 0.0%
Value ($000) $213 Shares 2,000 Est. Cost $102.50 Unrealized
NU NU HOLDINGS LTD F CLASS A 0.0%
Value ($000) $212 Shares 15,474 Est. Cost $11.82 Unrealized +1.3%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $212 Shares 1,726 Est. Cost $119.42 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $212 Shares 2,373 Est. Cost $79.17 Unrealized 0.0%
RJF RAYMOND JAMES FINL 0.0%
Value ($000) $211 Shares 1,379 Est. Cost $98.21 Unrealized +44.4%
NMR NOMURA HOLDINGS F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $211 Shares 32,099 Est. Cost $3.81 Unrealized
JBS JBS N V F CLASS A 0.0%
Value ($000) $211 Shares 14,435 Est. Cost $14.07 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $210 Shares 902 Est. Cost $222.22 Unrealized 0.0%
BFH BREAD FINL HOLDINGS INC 0.0%
Value ($000) $210 Shares 3,670 Est. Cost $49.95 Unrealized 0.0%
ACIW ACI WORLDWIDE INC COM 0.0%
Value ($000) $209 Shares 4,562 Est. Cost $49.17 Unrealized 0.0%
ETR ENTERGY CORP 0.0%
Value ($000) $209 Shares 2,519 Est. Cost $81.28 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS IN 0.0%
Value ($000) $209 Shares 5,284 Est. Cost $32.73 Unrealized 0.0%
IX ORIX CORP F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $208 Shares 9,243 Est. Cost $22.52 Unrealized
DD DUPONT DE NEMOURS INC IA 0.0%
Value ($000) $208 Shares 3,034 Est. Cost $28.05 Unrealized -2.6%
MT ARCELOR MITTAL NY F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $208 Shares 6,582 Est. Cost $31.58 Unrealized
FYX FIRST TR SMALL CAP CORE ALPHADEX ETF 0.0%
Value ($000) $207 Shares 2,123 Est. Cost $97.28 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $204 Shares 1,575 Est. Cost $115.51 Unrealized 0.0%
RDN RADIAN GROUP INC 0.0%
Value ($000) $203 Shares 5,622 Est. Cost $32.78 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $202 Shares 4,670 Est. Cost $37.70 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $201 Shares 746 Est. Cost $252.35 Unrealized 0.0%
SHG SHINHAN FINL GROUP CO F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $200 Shares 4,435 Est. Cost $45.18 Unrealized
UMC UNITED MICROELECTRONIC F SPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $197 Shares 25,754 Est. Cost $5.62 Unrealized
NWG NATWEST GROUP PLC F UNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $197 Shares 13,889 Est. Cost $7.29 Unrealized
MARA MARATHON DIGITAL HOLDINGS INC COM 0.0%
Value ($000) $191 Shares 12,171 Est. Cost $14.32 Unrealized 0.0%
MD PEDIATRIX MEDICAL GROUP 0.0%
Value ($000) $182 Shares 12,712 Est. Cost $13.71 Unrealized 0.0%
JOBY JOBY AVIATION INC F CLASS A 0.0%
Value ($000) $180 Shares 17,015 Est. Cost $4.51 Unrealized +60.4%
BBVA BANCO BILBAO VIZCAYA A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $172 Shares 11,221 Est. Cost $15.37 Unrealized
RIVN RIVIAN AUTOMOTIVE INC CLASS A 0.0%
Value ($000) $164 Shares 11,914 Est. Cost $12.58 Unrealized +7.8%
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $152 Shares 16,962 Est. Cost $6.56 Unrealized +41.9%
BLACKROCK CREDIT ALLOCAT 0.0%
Value ($000) $138 Shares 12,674 Est. Cost $13.02 Unrealized
DYNAVAX TECHS CO 0.0%
Value ($000) $127 Shares 12,758 Est. Cost $9.92 Unrealized
REDFIN CORP 0.0%
Value ($000) $121 Shares 10,809 Est. Cost $4.75 Unrealized
LYG LLOYDS BANKING GROUP F SPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $116 Shares 27,398 Est. Cost $3.32 Unrealized
CITY OFFICE R E I T INCO REIT 0.0%
Value ($000) $108 Shares 20,257 Est. Cost $6.09 Unrealized
WESTERN AST INFLTN LINK 0.0%
Value ($000) $106 Shares 12,068 Est. Cost $8.35 Unrealized
CX CEMEX SAB DE C V F SPONSORED ADR 1 ADR REPS 10 ORD SHS 0.0%
Value ($000) $102 Shares 14,714 Est. Cost $2.90 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $86 Shares 19,602 Est. Cost $3.88 Unrealized 0.0%
TKC TURKCELL ILETISIM HIZM F SPONSORED ADR 1 ADR REPS 2.5 ORD SHS 0.0%
Value ($000) $81 Shares 13,467 Est. Cost $3.98 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $80 Shares 14,799 Est. Cost $5.09 Unrealized 0.0%
CLPR CLIPPER REALTY INC 0.0%
Value ($000) $78 Shares 21,208 Est. Cost $4.54 Unrealized
AHRT ARMADA HOFFLER PPTYS REIT 0.0%
Value ($000) $77 Shares 11,185 Est. Cost $6.87 Unrealized
NEOG NEOGEN CORP 0.0%
Value ($000) $71 Shares 14,943 Est. Cost $5.74 Unrealized 0.0%
RC READY CAP CORP 0.0%
Value ($000) $69 Shares 15,750 Est. Cost $4.37 Unrealized
SBS COMPANHIA DE SANEAMENT F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $66 Shares 30,040 Est. Cost $1.58 Unrealized
LPL LG DISPLAY CO LTD F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS 0.0%
Value ($000) $56 Shares 16,518 Est. Cost $3.42 Unrealized
MPT MEDICAL PROPERTIES REIT 0.0%
Value ($000) $55 Shares 12,815 Est. Cost $4.31 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $41 Shares 27,675 Est. Cost $2.18 Unrealized -54.3%
VRA VERA BRADLEY INC COM 0.0%
Value ($000) $26 Shares 11,568 Est. Cost $2.06 Unrealized 0.0%
TLLTF TILT HLDGS INC F 0.0%
Value ($000) $3 Shares 542,677 Est. Cost $0.01 Unrealized -32.5%