Front Row Advisors LLC Diversified Active

CIK: 0001729254 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value ($000): $297,580 (100.0% shares, 0.0% debt)

Holdings (553)

NVDA NVIDIA CORPORATION COM 16.0%
Value ($000) $47,581 Shares 255,002 Est. Cost $91.34 Unrealized +90.8%
AAPL APPLE INC COM 11.2%
Value ($000) $33,210 Shares 130,424 Est. Cost $90.07 Unrealized +150.5%
AVGO BROADCOM INC COM 5.7%
Value ($000) $16,961 Shares 51,410 Est. Cost $144.59 Unrealized +111.5%
MSFT MICROSOFT CORP COM 4.7%
Value ($000) $14,029 Shares 27,086 Est. Cost $86.89 Unrealized +485.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.5%
Value ($000) $7,445 Shares 26,579 Est. Cost $61.71 Unrealized
SFM SPROUTS FMRS MKT INC COM 2.4%
Value ($000) $7,051 Shares 64,805 Est. Cost $24.49 Unrealized +494.1%
ABBV ABBVIE INC COM 2.0%
Value ($000) $5,896 Shares 25,466 Est. Cost $70.70 Unrealized +185.6%
ABBNY ABB LTD SPONSORED ADR 1.9%
Value ($000) $5,719 Shares 79,490 Est. Cost $27.02 Unrealized
FTNT FORTINET INC COM 1.9%
Value ($000) $5,544 Shares 65,935 Est. Cost $49.52 Unrealized +80.2%
COST COSTCO WHSL CORP NEW COM 1.7%
Value ($000) $5,056 Shares 5,462 Est. Cost $216.18 Unrealized +342.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 1.6%
Value ($000) $4,837 Shares 4,996 Est. Cost $232.92 Unrealized
TJX TJX COS INC NEW COM 1.6%
Value ($000) $4,761 Shares 32,936 Est. Cost $40.30 Unrealized +228.3%
SNPS SYNOPSYS INC COM 1.4%
Value ($000) $4,234 Shares 8,581 Est. Cost $170.92 Unrealized +230.7%
MEDP MEDPACE HLDGS INC COM 1.4%
Value ($000) $4,081 Shares 7,938 Est. Cost $110.38 Unrealized +295.5%
V VISA INC COM CL A 1.4%
Value ($000) $4,020 Shares 11,776 Est. Cost $128.01 Unrealized +169.6%
BLK BLACKROCK INC COM 1.3%
Value ($000) $3,970 Shares 3,405 Est. Cost $840.24 Unrealized +32.0%
GLW CORNING INC COM 1.3%
Value ($000) $3,738 Shares 45,564 Est. Cost $26.44 Unrealized +145.7%
WMT WALMART INC COM 1.2%
Value ($000) $3,700 Shares 35,902 Est. Cost $49.03 Unrealized +102.4%
DOV DOVER CORP COM 1.2%
Value ($000) $3,441 Shares 20,625 Est. Cost $140.23 Unrealized +27.4%
PKG PACKAGING CORP AMER COM 1.1%
Value ($000) $3,386 Shares 15,450 Est. Cost $121.69 Unrealized +67.6%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $3,307 Shares 15,059 Est. Cost $124.34 Unrealized +82.0%
ROK ROCKWELL AUTOMATION INC COM 1.0%
Value ($000) $3,097 Shares 8,860 Est. Cost $179.49 Unrealized +91.3%
ADI ANALOG DEVICES INC COM 1.0%
Value ($000) $3,016 Shares 12,275 Est. Cost $155.92 Unrealized +53.3%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $2,948 Shares 12,104 Est. Cost $117.38 Unrealized +78.8%
ISRG INTUITIVE SURGICAL INC COM NEW 1.0%
Value ($000) $2,850 Shares 6,372 Est. Cost $298.61 Unrealized +60.7%
SCHX SCHWAB U.S. LARGE-CAP ETF 1.0%
Value ($000) $2,829 Shares 107,398 Est. Cost $35.64 Unrealized
ETN EATON CORP PLC SHS 0.9%
Value ($000) $2,787 Shares 7,446 Est. Cost $160.15 Unrealized +126.8%
ANET ARISTA NETWORKS INC COM SHS 0.9%
Value ($000) $2,755 Shares 18,904 Est. Cost $102.79 Unrealized +25.3%
JPM JPMORGAN CHASE & CO. COM 0.9%
Value ($000) $2,715 Shares 8,606 Est. Cost $129.43 Unrealized +128.6%
EQIX EQUINIX INC COM 0.9%
Value ($000) $2,586 Shares 3,302 Est. Cost $479.10 Unrealized +61.6%
TT TRANE TECHNOLOGIES PLC SHS 0.9%
Value ($000) $2,585 Shares 6,127 Est. Cost $305.47 Unrealized +39.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.9%
Value ($000) $2,562 Shares 5,277 Est. Cost $236.31 Unrealized +96.7%
AMGN AMGEN INC COM 0.9%
Value ($000) $2,544 Shares 9,014 Est. Cost $144.72 Unrealized +98.0%
DELL DELL TECHNOLOGIES INC CL C 0.9%
Value ($000) $2,538 Shares 17,901 Est. Cost $113.55 Unrealized +13.8%
QQQ INVESCO QQQ TRUST SERIES I 0.8%
Value ($000) $2,291 Shares 3,811 Est. Cost $293.64 Unrealized
DLR DIGITAL RLTY TR INC COM 0.8%
Value ($000) $2,285 Shares 13,220 Est. Cost $93.18 Unrealized +81.0%
DHR DANAHER CORPORATION COM 0.8%
Value ($000) $2,244 Shares 11,300 Est. Cost $103.77 Unrealized +91.2%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.7%
Value ($000) $1,995 Shares 11,408 Est. Cost $86.82 Unrealized +91.9%
CME CME GROUP INC COM 0.6%
Value ($000) $1,896 Shares 7,018 Est. Cost $112.17 Unrealized +140.6%
MRSH MARSH & MCLENNAN COS INC COM 0.6%
Value ($000) $1,861 Shares 9,232 Est. Cost $74.39 Unrealized +174.2%
ITW ILLINOIS TOOL WKS INC COM 0.6%
Value ($000) $1,810 Shares 6,898 Est. Cost $130.85 Unrealized +96.7%
LOW LOWES COS INC COM 0.5%
Value ($000) $1,613 Shares 6,420 Est. Cost $83.60 Unrealized +192.1%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $1,591 Shares 2,381 Est. Cost $282.99 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.5%
Value ($000) $1,513 Shares 14,660 Est. Cost $74.10 Unrealized
KO COCA COLA CO COM 0.5%
Value ($000) $1,409 Shares 21,080 Est. Cost $35.63 Unrealized +90.6%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,272 Shares 6,042 Est. Cost $181.68 Unrealized +14.0%
TGT TARGET CORP COM 0.4%
Value ($000) $1,243 Shares 13,855 Est. Cost $57.38 Unrealized +68.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $1,189 Shares 5,487 Est. Cost $140.40 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.4%
Value ($000) $1,063 Shares 11,086 Est. Cost $106.14 Unrealized
GTLS CHART INDS INC COM 0.4%
Value ($000) $1,050 Shares 5,247 Est. Cost $167.57 Unrealized +13.4%
MKSI MKS INC. COM 0.3%
Value ($000) $964 Shares 7,785 Est. Cost $96.97 Unrealized +9.6%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $953 Shares 5,142 Est. Cost $123.03 Unrealized +37.8%
CCI CROWN CASTLE INC COM 0.3%
Value ($000) $898 Shares 9,310 Est. Cost $97.53 Unrealized +1.6%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $876 Shares 2,883 Est. Cost $158.33 Unrealized +90.4%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $858 Shares 11,360 Est. Cost $64.50 Unrealized +12.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.3%
Value ($000) $843 Shares 5,790 Est. Cost $75.58 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $789 Shares 33,877 Est. Cost $25.56 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $788 Shares 3,240 Est. Cost $114.32 Unrealized +83.0%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $780 Shares 1,166 Est. Cost $343.45 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $768 Shares 17,480 Est. Cost $35.09 Unrealized +21.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $727 Shares 26,631 Est. Cost $33.69 Unrealized
MGC VANGUARD MEGA CAP ETF 0.2%
Value ($000) $718 Shares 2,933 Est. Cost $153.31 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.2%
Value ($000) $691 Shares 11,500 Est. Cost $60.02 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $679 Shares 4,798 Est. Cost $138.47 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $669 Shares 20,978 Est. Cost $37.31 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.2%
Value ($000) $612 Shares 5,072 Est. Cost $85.40 Unrealized
MCK MCKESSON CORP COM 0.2%
Value ($000) $551 Shares 712 Est. Cost $703.74 Unrealized -0.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $549 Shares 2,695 Est. Cost $146.00 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.2%
Value ($000) $539 Shares 31,660 Est. Cost $9.46 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $527 Shares 6,293 Est. Cost $44.13 Unrealized +82.4%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $524 Shares 2,055 Est. Cost $185.79 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.2%
Value ($000) $505 Shares 8,783 Est. Cost $39.96 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $495 Shares 16,684 Est. Cost $36.95 Unrealized
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $476 Shares 16,230 Est. Cost $30.72 Unrealized
EFIV STATE STREET SPDR S&P 500 ESG ETF 0.2%
Value ($000) $469 Shares 7,373 Est. Cost $55.17 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $453 Shares 1,671 Est. Cost $270.15 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $435 Shares 1,074 Est. Cost $236.77 Unrealized +64.4%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.1%
Value ($000) $430 Shares 16,726 Est. Cost $34.20 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $422 Shares 1,500 Est. Cost $102.30 Unrealized +148.4%
AGO ASSURED GUARANTY LTD COM 0.1%
Value ($000) $358 Shares 4,233 Est. Cost $32.48 Unrealized +155.8%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $357 Shares 12,809 Est. Cost $42.30 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $357 Shares 486 Est. Cost $313.50 Unrealized +137.1%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $356 Shares 3,560 Est. Cost $53.42 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $342 Shares 10,251 Est. Cost $26.09 Unrealized
ICVT ISHARES CONVERTIBLE BOND ETF 0.1%
Value ($000) $339 Shares 3,392 Est. Cost $67.83 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $339 Shares 1,200 Est. Cost $101.31 Unrealized +156.2%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $316 Shares 680 Est. Cost $289.68 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $309 Shares 5,159 Est. Cost $47.20 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $294 Shares 3,093 Est. Cost $55.31 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $291 Shares 9,987 Est. Cost $32.65 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $290 Shares 5,354 Est. Cost $44.34 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $290 Shares 2,342 Est. Cost $66.76 Unrealized +79.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $279 Shares 8,864 Est. Cost $39.85 Unrealized -16.8%
RXI ISHARES GLOBAL CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $276 Shares 1,334 Est. Cost $109.59 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $266 Shares 1,325 Est. Cost $104.65 Unrealized +87.1%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $265 Shares 1,727 Est. Cost $122.50 Unrealized +26.5%
RWR STATE STREET SPDR DOW JONES REIT ETF 0.1%
Value ($000) $265 Shares 2,644 Est. Cost $93.60 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $260 Shares 2,694 Est. Cost $86.29 Unrealized
AGNC AGNC INVT CORP COM 0.1%
Value ($000) $248 Shares 25,000 Est. Cost $10.57 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $247 Shares 21,700 Est. Cost $10.78 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $245 Shares 5,714 Est. Cost $38.80 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $237 Shares 1,529 Est. Cost $133.58 Unrealized +14.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $234 Shares 1,517 Est. Cost $81.12 Unrealized
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $229 Shares 1,328 Est. Cost $96.54 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $222 Shares 4,188 Est. Cost $57.13 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $222 Shares 6,240 Est. Cost $27.84 Unrealized +21.9%
IXG ISHARES GLOBAL FINANCIALS ETF 0.1%
Value ($000) $221 Shares 1,890 Est. Cost $70.02 Unrealized
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $220 Shares 712 Est. Cost $177.64 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $215 Shares 282 Est. Cost $488.87 Unrealized +51.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $214 Shares 1,094 Est. Cost $104.59 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $213 Shares 455 Est. Cost $134.62 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $210 Shares 867 Est. Cost $210.60 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $204 Shares 2,304 Est. Cost $89.16 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $203 Shares 4,000 Est. Cost $50.75 Unrealized
ACLLY ACCELLERON INDS AG UNSPONSORED ADR 0.1%
Value ($000) $201 Shares 2,401 Est. Cost $0.02 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $200 Shares 450 Est. Cost $231.07 Unrealized +50.1%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $200 Shares 3,266 Est. Cost $56.10 Unrealized +3.9%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $199 Shares 1,091 Est. Cost $26.24 Unrealized +517.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $183 Shares 2,770 Est. Cost $52.51 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $183 Shares 321 Est. Cost $509.00 Unrealized +12.7%
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.1%
Value ($000) $174 Shares 8,326 Est. Cost $20.60 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $173 Shares 2,061 Est. Cost $82.45 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $171 Shares 720 Est. Cost $132.93 Unrealized +89.1%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $166 Shares 1,497 Est. Cost $64.51 Unrealized +74.1%
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.1%
Value ($000) $161 Shares 3,047 Est. Cost $35.89 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $161 Shares 1,899 Est. Cost $65.81 Unrealized +34.6%
PFFD GLOBAL X U.S. PREFERRED ETF 0.1%
Value ($000) $155 Shares 8,000 Est. Cost $20.71 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.1%
Value ($000) $153 Shares 5,832 Est. Cost $28.14 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $147 Shares 1,936 Est. Cost $51.55 Unrealized
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $147 Shares 2,000 Est. Cost $47.02 Unrealized +56.7%
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $142 Shares 2,491 Est. Cost $40.13 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $142 Shares 1,520 Est. Cost $72.88 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $141 Shares 1,100 Est. Cost $63.50 Unrealized +89.8%
IONQ IONQ INC COM 0.0%
Value ($000) $141 Shares 2,300 Est. Cost $10.68 Unrealized +340.4%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.0%
Value ($000) $136 Shares 2,111 Est. Cost $80.74 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $135 Shares 5,315 Est. Cost $25.52 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $135 Shares 1,809 Est. Cost $78.43 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $132 Shares 1,664 Est. Cost $75.11 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $129 Shares 439 Est. Cost $181.85 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $126 Shares 2,152 Est. Cost $84.27 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $124 Shares 3,379 Est. Cost $29.10 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $122 Shares 1,160 Est. Cost $97.88 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $121 Shares 5,147 Est. Cost $34.37 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $119 Shares 915 Est. Cost $121.14 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $118 Shares 1,000 Est. Cost $63.44 Unrealized +89.2%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $118 Shares 1,044 Est. Cost $96.34 Unrealized +13.9%
ZS ZSCALER INC COM 0.0%
Value ($000) $116 Shares 386 Est. Cost $234.42 Unrealized +21.6%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $116 Shares 560 Est. Cost $195.42 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $114 Shares 300 Est. Cost $156.67 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $113 Shares 2,647 Est. Cost $35.96 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $113 Shares 1,021 Est. Cost $110.91 Unrealized
XRPI VOLATILITY SHARES TRUST XRP ETF 0.0%
Value ($000) $112 Shares 6,500 Est. Cost $17.28 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $111 Shares 1,629 Est. Cost $44.05 Unrealized +53.0%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $111 Shares 760 Est. Cost $122.77 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $107 Shares 1,461 Est. Cost $34.56 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $105 Shares 208 Est. Cost $412.44 Unrealized +17.4%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $102 Shares 4,200 Est. Cost $24.23 Unrealized
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 0.0%
Value ($000) $100 Shares 5,000 Est. Cost $19.84 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $100 Shares 404 Est. Cost $170.19 Unrealized +53.1%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $99 Shares 888 Est. Cost $115.41 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $98 Shares 1,914 Est. Cost $49.61 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $94 Shares 22 Est. Cost $1490.10 Unrealized +169.2%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $94 Shares 2,000 Est. Cost $54.50 Unrealized
SIEGY SIEMENS A G SPONSORED ADR 0.0%
Value ($000) $91 Shares 675 Est. Cost $93.55 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $89 Shares 1,132 Est. Cost $79.11 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $89 Shares 273 Est. Cost $25.94 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $88 Shares 973 Est. Cost $62.02 Unrealized +28.7%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $86 Shares 423 Est. Cost $191.42 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $86 Shares 3,030 Est. Cost $17.23 Unrealized +56.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $85 Shares 170 Est. Cost $387.32 Unrealized +15.7%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $85 Shares 2,010 Est. Cost $35.36 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $85 Shares 1,207 Est. Cost $55.08 Unrealized +34.0%
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value ($000) $85 Shares 1,600 Est. Cost $47.75 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $40.58 Unrealized
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $84 Shares 2,700 Est. Cost $27.08 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $82 Shares 1,013 Est. Cost $38.57 Unrealized +85.0%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $81 Shares 637 Est. Cost $92.97 Unrealized
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $80 Shares 648 Est. Cost $56.44 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $80 Shares 1,310 Est. Cost $42.70 Unrealized +33.3%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $79 Shares 1,170 Est. Cost $40.62 Unrealized +53.7%
SNA SNAP ON INC COM 0.0%
Value ($000) $78 Shares 224 Est. Cost $269.89 Unrealized +20.0%
DFE WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $76 Shares 1,082 Est. Cost $70.12 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $76 Shares 307 Est. Cost $185.99 Unrealized +24.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $75 Shares 936 Est. Cost $75.14 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $75 Shares 1,150 Est. Cost $55.65 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $75 Shares 735 Est. Cost $47.07 Unrealized +100.0%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $73 Shares 1,213 Est. Cost $45.37 Unrealized +21.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $73 Shares 535 Est. Cost $118.42 Unrealized +6.7%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $72 Shares 643 Est. Cost $115.93 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value ($000) $71 Shares 200 Est. Cost $288.14 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $71 Shares 3,285 Est. Cost $27.41 Unrealized
SPBO STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF 0.0%
Value ($000) $69 Shares 2,335 Est. Cost $32.12 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $69 Shares 245 Est. Cost $173.59 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $68 Shares 2,710 Est. Cost $24.43 Unrealized
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $68 Shares 2,512 Est. Cost $40.98 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $68 Shares 775 Est. Cost $82.03 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $68 Shares 1,350 Est. Cost $39.45 Unrealized
NWE NORTHWESTERN ENERGY GROUP INC COM NEW 0.0%
Value ($000) $67 Shares 1,135 Est. Cost $49.98 Unrealized +8.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $65 Shares 81 Est. Cost $396.03 Unrealized +85.5%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $64 Shares 1,115 Est. Cost $36.71 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $62 Shares 220 Est. Cost $262.61 Unrealized +4.8%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value ($000) $62 Shares 751 Est. Cost $317.65 Unrealized -75.4%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $59 Shares 935 Est. Cost $46.17 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $59 Shares 733 Est. Cost $77.83 Unrealized +8.7%
LIN LINDE PLC SHS 0.0%
Value ($000) $58 Shares 123 Est. Cost $422.36 Unrealized +11.4%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $58 Shares 406 Est. Cost $138.68 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $57 Shares 423 Est. Cost $104.54 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $56 Shares 2,210 Est. Cost $25.51 Unrealized -5.4%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $56 Shares 1,116 Est. Cost $48.12 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.0%
Value ($000) $56 Shares 1,200 Est. Cost $50.38 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $55 Shares 478 Est. Cost $132.00 Unrealized -11.4%
FAST FASTENAL CO COM 0.0%
Value ($000) $55 Shares 1,114 Est. Cost $37.05 Unrealized +26.7%
PEP PEPSICO INC COM 0.0%
Value ($000) $55 Shares 389 Est. Cost $157.27 Unrealized -10.7%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $54 Shares 624 Est. Cost $73.22 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $54 Shares 225 Est. Cost $195.53 Unrealized +26.4%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $51 Shares 1,155 Est. Cost $38.13 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $50 Shares 450 Est. Cost $116.43 Unrealized
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $49 Shares 1,460 Est. Cost $23.24 Unrealized
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $49 Shares 540 Est. Cost $53.86 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $48 Shares 366 Est. Cost $87.84 Unrealized +54.2%
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $48 Shares 10,500 Est. Cost $3.06 Unrealized +20.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $48 Shares 376 Est. Cost $114.65 Unrealized +19.6%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $47 Shares 590 Est. Cost $74.97 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $46 Shares 962 Est. Cost $52.10 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $46 Shares 2,500 Est. Cost $20.43 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $46 Shares 38 Est. Cost $97.05 Unrealized +25.8%
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $45 Shares 1,050 Est. Cost $31.02 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value ($000) $42 Shares 160 Est. Cost $259.60 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $41 Shares 140 Est. Cost $256.84 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $41 Shares 175 Est. Cost $81.53 Unrealized +108.2%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $41 Shares 1,676 Est. Cost $37.01 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value ($000) $41 Shares 1,600 Est. Cost $0.03 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $40 Shares 705 Est. Cost $26.29 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $40 Shares 588 Est. Cost $87.24 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $40 Shares 900 Est. Cost $42.00 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $40 Shares 1,911 Est. Cost $22.81 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $40 Shares 145 Est. Cost $151.53 Unrealized +78.4%
EIX EDISON INTL COM 0.0%
Value ($000) $39 Shares 714 Est. Cost $51.80 Unrealized +2.5%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $39 Shares 318 Est. Cost $140.13 Unrealized -12.8%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $37 Shares 177 Est. Cost $195.92 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $37 Shares 75 Est. Cost $211.56 Unrealized +115.0%
AME AMETEK INC COM 0.0%
Value ($000) $37 Shares 195 Est. Cost $77.51 Unrealized +136.7%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $36 Shares 771 Est. Cost $42.66 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $36 Shares 690 Est. Cost $28.53 Unrealized +69.5%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $36 Shares 445 Est. Cost $47.55 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $35 Shares 250 Est. Cost $86.57 Unrealized
EGUS ISHARES ESG AWARE MSCI USA GROWTH ETF 0.0%
Value ($000) $35 Shares 680 Est. Cost $44.57 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $34 Shares 300 Est. Cost $36.42 Unrealized +186.1%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $33 Shares 96 Est. Cost $417.38 Unrealized -28.4%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $33 Shares 439 Est. Cost $64.88 Unrealized +4.5%
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 0.0%
Value ($000) $33 Shares 900 Est. Cost $35.11 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $33 Shares 224 Est. Cost $89.48 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $32 Shares 241 Est. Cost $101.31 Unrealized +28.9%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $31 Shares 444 Est. Cost $57.42 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $31 Shares 420 Est. Cost $53.66 Unrealized +32.5%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $31 Shares 50 Est. Cost $564.50 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $30 Shares 248 Est. Cost $43.81 Unrealized +123.1%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value ($000) $30 Shares 600 Est. Cost $49.87 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $30 Shares 300 Est. Cost $0.04 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $29 Shares 150 Est. Cost $107.36 Unrealized +77.3%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $29 Shares 300 Est. Cost $27.58 Unrealized +275.5%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $29 Shares 375 Est. Cost $80.02 Unrealized
IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 0.0%
Value ($000) $29 Shares 867 Est. Cost $29.37 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $29 Shares 919 Est. Cost $33.46 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $29 Shares 638 Est. Cost $30.84 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $29 Shares 540 Est. Cost $46.86 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $29 Shares 170 Est. Cost $113.73 Unrealized +56.3%
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $28 Shares 308 Est. Cost $71.36 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $28 Shares 150 Est. Cost $141.69 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $28 Shares 170 Est. Cost $83.80 Unrealized +84.1%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $28 Shares 414 Est. Cost $63.14 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.0%
Value ($000) $28 Shares 550 Est. Cost $51.74 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $27 Shares 60 Est. Cost $334.19 Unrealized +46.5%
EADSY AIRBUS SE UNSPONSORED ADR 0.0%
Value ($000) $27 Shares 470 Est. Cost $52.36 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $27 Shares 275 Est. Cost $87.29 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $27 Shares 130 Est. Cost $135.45 Unrealized +33.5%
AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND 0.0%
Value ($000) $26 Shares 1,160 Est. Cost $31.92 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $26 Shares 180 Est. Cost $125.67 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $26 Shares 950 Est. Cost $29.17 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $26 Shares 386 Est. Cost $67.27 Unrealized +2.7%
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $26 Shares 125 Est. Cost $188.81 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $25 Shares 350 Est. Cost $62.36 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $25 Shares 670 Est. Cost $37.50 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $25 Shares 297 Est. Cost $90.95 Unrealized -10.9%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $25 Shares 626 Est. Cost $32.59 Unrealized +13.8%
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $25 Shares 300 Est. Cost $77.44 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $25 Shares 264 Est. Cost $102.51 Unrealized -9.0%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $25 Shares 282 Est. Cost $79.17 Unrealized +16.4%
SIXG DEFIANCE CONNECTIVE TECHNOLOGIES ETF 0.0%
Value ($000) $25 Shares 400 Est. Cost $25.00 Unrealized
PII POLARIS INC COM 0.0%
Value ($000) $25 Shares 424 Est. Cost $91.85 Unrealized -41.3%
NUMG NUVEEN ESG MID-CAP GROWTH ETF 0.0%
Value ($000) $25 Shares 505 Est. Cost $41.81 Unrealized
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $25 Shares 210 Est. Cost $62.79 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $24 Shares 51 Est. Cost $310.65 Unrealized +36.9%
RACE FERRARI N V COM 0.0%
Value ($000) $24 Shares 50 Est. Cost $387.39 Unrealized +23.7%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $24 Shares 218 Est. Cost $104.69 Unrealized
T AT&T INC COM 0.0%
Value ($000) $24 Shares 855 Est. Cost $26.96 Unrealized +4.1%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $23 Shares 56 Est. Cost $153.11 Unrealized +153.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $23 Shares 192 Est. Cost $107.57 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $23 Shares 160 Est. Cost $124.99 Unrealized
SITM SITIME CORP COM 0.0%
Value ($000) $23 Shares 75 Est. Cost $110.45 Unrealized +109.9%
SBGSY SCHNEIDER ELECTRIC SE UNSPONSORD ADR 0.0%
Value ($000) $22 Shares 400 Est. Cost $53.38 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value ($000) $22 Shares 200 Est. Cost $78.30 Unrealized 0.0%
FTDS FIRST TRUST DIVIDEND STRENGTH ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $50.55 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $22 Shares 32 Est. Cost $260.89 Unrealized +175.8%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $22 Shares 180 Est. Cost $69.44 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $21 Shares 450 Est. Cost $40.00 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $21 Shares 150 Est. Cost $109.09 Unrealized 0.0%
HYXF ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $20 Shares 425 Est. Cost $46.20 Unrealized
JXI ISHARES GLOBAL UTILITIES ETF 0.0%
Value ($000) $20 Shares 257 Est. Cost $49.30 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $20 Shares 442 Est. Cost $41.28 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $40.23 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $19 Shares 90 Est. Cost $219.00 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $19 Shares 200 Est. Cost $79.54 Unrealized +14.7%
SON SONOCO PRODS CO COM 0.0%
Value ($000) $18 Shares 418 Est. Cost $46.71 Unrealized -2.9%
QQMG INVESCO ESG NASDAQ 100 ETF 0.0%
Value ($000) $18 Shares 435 Est. Cost $31.78 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $18 Shares 101 Est. Cost $106.96 Unrealized +54.4%
DNL WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND 0.0%
Value ($000) $18 Shares 440 Est. Cost $50.69 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $18 Shares 125 Est. Cost $87.50 Unrealized +57.4%
EBAY EBAY INC. COM 0.0%
Value ($000) $18 Shares 195 Est. Cost $32.96 Unrealized +166.9%
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $18 Shares 280 Est. Cost $64.57 Unrealized -4.9%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $18 Shares 210 Est. Cost $103.99 Unrealized -15.3%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $17 Shares 25 Est. Cost $676.28 Unrealized +3.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $17 Shares 180 Est. Cost $71.89 Unrealized +31.5%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $17 Shares 104 Est. Cost $94.24 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $17 Shares 335 Est. Cost $20.98 Unrealized +119.8%
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES 0.0%
Value ($000) $17 Shares 164 Est. Cost $0.07 Unrealized
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $17 Shares 169 Est. Cost $13.24 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 180 Est. Cost $0.07 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $16 Shares 110 Est. Cost $100.00 Unrealized
NSRGY NESTLE S A SPONSORED ADR 0.0%
Value ($000) $16 Shares 177 Est. Cost $102.50 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $16 Shares 238 Est. Cost $63.94 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $16 Shares 550 Est. Cost $44.66 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $16 Shares 58 Est. Cost $636.14 Unrealized -52.5%
CFLT CONFLUENT INC CLASS A COM 0.0%
Value ($000) $16 Shares 800 Est. Cost $28.23 Unrealized -25.9%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $16 Shares 282 Est. Cost $52.02 Unrealized
MDB MONGODB INC CL A 0.0%
Value ($000) $16 Shares 50 Est. Cost $309.19 Unrealized -16.9%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $15 Shares 109 Est. Cost $10.38 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $15 Shares 230 Est. Cost $60.42 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $15 Shares 90 Est. Cost $123.74 Unrealized +27.0%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $15 Shares 200 Est. Cost $30.30 Unrealized +142.3%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $14 Shares 400 Est. Cost $39.85 Unrealized 0.0%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $14 Shares 200 Est. Cost $70.41 Unrealized
FANUY FANUC CORPORATION ADR 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.30 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $14 Shares 125 Est. Cost $73.61 Unrealized +47.0%
MMM 3M CO COM 0.0%
Value ($000) $14 Shares 90 Est. Cost $98.33 Unrealized +55.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $14 Shares 435 Est. Cost $23.77 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $14 Shares 212 Est. Cost $62.80 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 0.0%
Value ($000) $13 Shares 150 Est. Cost $90.87 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $13 Shares 75 Est. Cost $66.07 Unrealized +175.2%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 25 Est. Cost $561.33 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $13 Shares 195 Est. Cost $81.38 Unrealized -13.6%
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $13 Shares 225 Est. Cost $63.61 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $225.31 Unrealized +5.1%
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 400 Est. Cost $35.00 Unrealized
LDEM ISHARES ESG MSCI EM LEADERS ETF 0.0%
Value ($000) $13 Shares 215 Est. Cost $48.72 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $109.19 Unrealized +16.1%
SDG ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 0.0%
Value ($000) $12 Shares 150 Est. Cost $93.33 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $12 Shares 40 Est. Cost $94.83 Unrealized +230.4%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $10.02 Unrealized
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $39.18 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $12 Shares 102 Est. Cost $71.34 Unrealized +50.1%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $12 Shares 120 Est. Cost $102.97 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 84 Est. Cost $143.38 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $15.00 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $12 Shares 204 Est. Cost $48.81 Unrealized +16.4%
ENS ENERSYS COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $63.36 Unrealized +54.6%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $11 Shares 50 Est. Cost $169.70 Unrealized +26.5%
BASFY BASF SE SPONSORED ADR 0.0%
Value ($000) $11 Shares 905 Est. Cost $12.28 Unrealized
GTLB GITLAB INC CLASS A COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $50.37 Unrealized -9.2%
BAESY BAE SYSTEMS PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 100 Est. Cost $105.07 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $11 Shares 220 Est. Cost $58.94 Unrealized -16.1%
SOLZ SOLANA ETF 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.12 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.54 Unrealized 0.0%
LGLV STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $11 Shares 60 Est. Cost $100.00 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $11 Shares 380 Est. Cost $39.46 Unrealized -32.0%
LNWO LIGHT & WONDER INC COM 0.0%
Value ($000) $10 Shares 125 Est. Cost $36.28 Unrealized +153.1%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $10 Shares 225 Est. Cost $48.89 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $10 Shares 248 Est. Cost $35.64 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $10 Shares 60 Est. Cost $122.41 Unrealized +20.7%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $10 Shares 45 Est. Cost $111.11 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
OBIL US TREASURY 12 MONTH BILL ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $0.05 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $10 Shares 148 Est. Cost $38.96 Unrealized +57.7%
HYZD WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND 0.0%
Value ($000) $10 Shares 440 Est. Cost $21.82 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $109.03 Unrealized
BLX BANCO LATINOAMERICANO DE COMER SHS E 0.0%
Value ($000) $10 Shares 213 Est. Cost $39.18 Unrealized +13.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $10 Shares 221 Est. Cost $42.24 Unrealized
PGHY INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 480 Est. Cost $22.50 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $10 Shares 99 Est. Cost $63.16 Unrealized +52.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $10 Shares 60 Est. Cost $82.02 Unrealized +78.5%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $64.70 Unrealized -30.8%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $96.14 Unrealized +11.3%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $9 Shares 34 Est. Cost $241.17 Unrealized +18.4%
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $9 Shares 105 Est. Cost $76.61 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $193.30 Unrealized 0.0%
UPBD UPBOUND GROUP INC COM 0.0%
Value ($000) $9 Shares 374 Est. Cost $23.36 Unrealized +5.7%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $9 Shares 481 Est. Cost $18.54 Unrealized
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $9 Shares 410 Est. Cost $19.13 Unrealized
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value ($000) $9 Shares 142 Est. Cost $68.28 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $9 Shares 134 Est. Cost $60.96 Unrealized -5.8%
DVA DAVITA INC COM 0.0%
Value ($000) $9 Shares 65 Est. Cost $73.78 Unrealized +86.1%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value ($000) $8 Shares 129 Est. Cost $42.05 Unrealized
IFLN INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 450 Est. Cost $17.78 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $8 Shares 17 Est. Cost $344.18 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $8 Shares 60 Est. Cost $76.05 Unrealized +38.8%
AES AES CORP COM 0.0%
Value ($000) $8 Shares 600 Est. Cost $8.06 Unrealized +58.4%
HTHIY HITACHI LTD ADR 2 COM 0.0%
Value ($000) $8 Shares 300 Est. Cost $29.06 Unrealized
BNTX BIONTECH SE SPONSORED ADS 0.0%
Value ($000) $8 Shares 80 Est. Cost $106.47 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $14.53 Unrealized -62.1%
DJP IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 0.0%
Value ($000) $8 Shares 221 Est. Cost $24.34 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $8 Shares 25 Est. Cost $116.41 Unrealized +134.3%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $38.81 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $8 Shares 152 Est. Cost $51.00 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $7 Shares 96 Est. Cost $78.60 Unrealized -0.6%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $7 Shares 180 Est. Cost $44.44 Unrealized
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.0%
Value ($000) $7 Shares 657 Est. Cost $11.05 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $7 Shares 80 Est. Cost $76.67 Unrealized +17.6%
DWAHY DAIWA HOUSE INDUSTRY CO LTD ADR 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.31 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $7 Shares 40 Est. Cost $0.13 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $53.78 Unrealized +0.8%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $7 Shares 176 Est. Cost $38.56 Unrealized +12.0%
VECO VEECO INSTRS INC DEL COM 0.0%
Value ($000) $7 Shares 223 Est. Cost $12.51 Unrealized +90.4%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value ($000) $7 Shares 44 Est. Cost $113.90 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $170.03 Unrealized +25.2%
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value ($000) $6 Shares 400 Est. Cost $12.21 Unrealized +24.4%
ECG EVERUS CONSTR GROUP COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $62.93 Unrealized +18.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $6 Shares 14 Est. Cost $255.40 Unrealized +75.5%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $6 Shares 270 Est. Cost $31.06 Unrealized -25.5%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $46.67 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $6 Shares 66 Est. Cost $82.94 Unrealized
ASMIY ASM INTL N V NY REGISTER SH 0.0%
Value ($000) $6 Shares 10 Est. Cost $640.90 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $137.85 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 12 Est. Cost $343.70 Unrealized +55.3%
BA BOEING CO COM 0.0%
Value ($000) $6 Shares 27 Est. Cost $203.31 Unrealized +10.9%
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $6 Shares 120 Est. Cost $47.63 Unrealized
KNF KNIFE RIVER CORP COMMON STOCK 0.0%
Value ($000) $6 Shares 75 Est. Cost $44.43 Unrealized +83.8%
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 700 Est. Cost $4.19 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 54 Est. Cost $100.70 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $9.15 Unrealized +79.9%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $52.91 Unrealized -36.4%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $5 Shares 120 Est. Cost $43.42 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $5 Shares 35 Est. Cost $135.57 Unrealized 0.0%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 120 Est. Cost $25.67 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $5 Shares 81 Est. Cost $57.67 Unrealized +0.3%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.76 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $140.39 Unrealized +11.6%
UTWO US TREASURY 2 YEAR NOTE ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $0.05 Unrealized
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 75 Est. Cost $64.20 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $5 Shares 30 Est. Cost $178.00 Unrealized -5.2%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $115.39 Unrealized +15.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $5 Shares 174 Est. Cost $26.66 Unrealized -0.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $18.03 Unrealized
XJH ISHARES ESG SELECT SCREENED S&P MID-CAP ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.85 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $4 Shares 160 Est. Cost $25.00 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $4 Shares 15 Est. Cost $304.13 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 142 Est. Cost $19.42 Unrealized
EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.94 Unrealized
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.01 Unrealized
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $4 Shares 500 Est. Cost $14.46 Unrealized -40.5%
M MACYS INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $29.22 Unrealized -51.5%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $3 Shares 191 Est. Cost $26.68 Unrealized -30.0%
SPEU SPDR PORTFOLIO EUROPE ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $49.81 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $223.02 Unrealized 0.0%
PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $3 Shares 101 Est. Cost $4.90 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.72 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 7 Est. Cost $210.20 Unrealized +93.7%
SLB SLB LIMITED COM STK 0.0%
Value ($000) $3 Shares 90 Est. Cost $47.72 Unrealized -28.0%
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $80.07 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 17 Est. Cost $178.71 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $103.69 Unrealized -4.4%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.03 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $71.51 Unrealized +114.8%
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $95.39 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $109.63 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $100.28 Unrealized +2.9%
NMM NAVIOS MARITIME PARTNERS L P COM UNIT LPI 0.0%
Value ($000) $2 Shares 55 Est. Cost $18.84 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $78.64 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.87 Unrealized +23.5%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 500 Est. Cost $5.18 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $47.57 Unrealized +21.4%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $148.15 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $38.92 Unrealized +42.9%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $2 Shares 90 Est. Cost $43.58 Unrealized -42.1%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 43 Est. Cost $48.54 Unrealized
FOR FORESTAR GROUP INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $23.39 Unrealized +9.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $2 Shares 9 Est. Cost $89.54 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $2 Shares 28 Est. Cost $53.25 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $2 Shares 7 Est. Cost $196.22 Unrealized
PLNH PLANET 13 HLDGS INC COM 0.0%
Value ($000) $2 Shares 7,000 Est. Cost $0.60 Unrealized -60.0%
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF 0.0%
Value ($000) $2 Shares 66 Est. Cost $28.84 Unrealized
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.70 Unrealized +20.8%
RGEN REPLIGEN CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $178.42 Unrealized -31.9%
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $2 Shares 20 Est. Cost $82.69 Unrealized -9.9%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $38.75 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.91 Unrealized +0.8%
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $1 Shares 286 Est. Cost $4.59 Unrealized -12.5%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $0.01 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $1 Shares 100 Est. Cost $29.37 Unrealized -53.9%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value ($000) $1 Shares 9 Est. Cost $128.57 Unrealized -6.7%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.77 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $750.05 Unrealized -24.8%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.85 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $114.29 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $80.48 Unrealized
XPH STATE STREET SPDR S&P PHARMACEUTICALS ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $0.04 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 57 Est. Cost $13.78 Unrealized
VERI VERITONE INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $2.89 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $35.12 Unrealized +253.9%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $101.01 Unrealized -27.5%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $64.49 Unrealized -3.1%
PROSHARES ULTRAPRO SHORT QQQ 0.0%
Value ($000) $1 Shares 40 Est. Cost $7.54 Unrealized
PSCU INVESCO S&P SMALLCAP UTILITIES & COMMUNICATION SERVICES ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $52.70 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $488.99 Unrealized +4.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $51.53 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $41.90 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $90.37 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 33 Est. Cost $9.47 Unrealized
RIOT RIOT PLATFORMS INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.16 Unrealized +168.5%
NEWT NEWTEKONE INC COM NEW 0.0%
Value ($000) $0 Shares 32 Est. Cost $16.50 Unrealized -28.2%
TDC TERADATA CORP DEL COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $32.17 Unrealized -33.1%
ACHR ARCHER AVIATION INC COM CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.90 Unrealized 0.0%
GAIA GAIA INC NEW CL A 0.0%
Value ($000) $0 Shares 40 Est. Cost $2.58 Unrealized +93.6%
NATL NCR ATLEOS CORPORATION COM SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $22.89 Unrealized +52.0%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.00 Unrealized
NVYY GRANITESHARES ETF TR YIELDBOOST NVDA 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.63 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $230.22 Unrealized -20.0%
PCG PG&E CORP COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $14.95 Unrealized -2.9%
VYX NCR VOYIX CORPORATION COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $13.30 Unrealized -0.9%
TILRAY BRANDS INC COM 0.0%
Value ($000) $0 Shares 83 Est. Cost $0.41 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $28.80 Unrealized
POCI PRECISION OPTICS CORP INC MASS COM NEW 0.0%
Value ($000) $0 Shares 26 Est. Cost $6.49 Unrealized -28.0%
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.08 Unrealized -70.7%
XYZ BLOCK INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $61.92 Unrealized +20.9%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.85 Unrealized +20.8%
F FORD MTR CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $10.44 Unrealized +8.5%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.83 Unrealized -29.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $8.43 Unrealized -43.1%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $11.06 Unrealized -13.6%
TVARDI THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $6.17 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 3 Est. Cost $17.33 Unrealized -43.6%
NOTE FISCALNOTE HOLDINGS INC CL A NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $4.67 Unrealized
EKSO EKSO BIONICS HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.23 Unrealized -27.6%
RLMD RELMADA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.33 Unrealized +189.4%
AGEN AGENUS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $13.27 Unrealized -62.3%
CENN CENNTRO INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $0.86 Unrealized -33.5%
CRDF CARDIFF ONCOLOGY INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.13 Unrealized -11.6%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $0 Shares 325 Est. Cost $0.01 Unrealized -64.6%