Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 2, 2022

Total Value ($000): $189,223 (100.0% shares, 0.0% debt)

Holdings (204)

QQQ INVESCO QQQ TRUST 5.9%
Value ($000) $11,104 Shares 39,618 Est. Cost $364.94 Unrealized
SPY SPDR S&P 500 ETF 5.2%
Value ($000) $9,915 Shares 26,282 Est. Cost $429.38 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 4.7%
Value ($000) $8,833 Shares 28,632 Est. Cost $349.24 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 4.6%
Value ($000) $8,707 Shares 187,775 Est. Cost $49.98 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 4.3%
Value ($000) $8,177 Shares 116,937 Est. Cost $77.55 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 2.8%
Value ($000) $5,354 Shares 310,745 Est. Cost $20.00 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2.5%
Value ($000) $4,728 Shares 51,682 Est. Cost $91.48 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 2.0%
Value ($000) $3,853 Shares 51,191 Est. Cost $75.80 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.8%
Value ($000) $3,498 Shares 69,830 Est. Cost $50.70 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 1.8%
Value ($000) $3,325 Shares 50,455 Est. Cost $91.68 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $3,120 Shares 12,149 Est. Cost $265.72 Unrealized -0.9%
XLF FINANCIAL SELECT SECTOR SPDR FUND 1.6%
Value ($000) $2,988 Shares 94,993 Est. Cost $36.50 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 1.6%
Value ($000) $2,939 Shares 60,843 Est. Cost $49.93 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 1.5%
Value ($000) $2,822 Shares 47,473 Est. Cost $59.69 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 1.4%
Value ($000) $2,718 Shares 23,110 Est. Cost $125.64 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 1.4%
Value ($000) $2,708 Shares 69,781 Est. Cost $42.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $2,391 Shares 8,757 Est. Cost $304.40 Unrealized +3.1%
SMH VANECK SEMICONDUCTOR ETF 1.2%
Value ($000) $2,291 Shares 11,243 Est. Cost $249.69 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.1%
Value ($000) $2,140 Shares 15,941 Est. Cost $154.20 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 1.1%
Value ($000) $2,107 Shares 96,902 Est. Cost $25.23 Unrealized
AAPL APPLE INC COM 1.1%
Value ($000) $2,012 Shares 14,715 Est. Cost $141.07 Unrealized +5.4%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 1.0%
Value ($000) $1,984 Shares 31,133 Est. Cost $74.76 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.0%
Value ($000) $1,847 Shares 4,871 Est. Cost $439.97 Unrealized
UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF 0.9%
Value ($000) $1,789 Shares 73,034 Est. Cost $26.21 Unrealized
AON AON PLC SHS CL A 0.9%
Value ($000) $1,739 Shares 6,449 Est. Cost $290.95 Unrealized -3.8%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.9%
Value ($000) $1,712 Shares 41,837 Est. Cost $49.02 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.9%
Value ($000) $1,646 Shares 12,481 Est. Cost $136.28 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.8%
Value ($000) $1,558 Shares 38,138 Est. Cost $48.31 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.8%
Value ($000) $1,533 Shares 11,956 Est. Cost $128.73 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.8%
Value ($000) $1,465 Shares 13,115 Est. Cost $133.72 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.7%
Value ($000) $1,418 Shares 16,606 Est. Cost $85.39 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.7%
Value ($000) $1,413 Shares 23,413 Est. Cost $75.55 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.7%
Value ($000) $1,412 Shares 17,829 Est. Cost $99.31 Unrealized
MMM 3M CO COM 0.7%
Value ($000) $1,339 Shares 10,348 Est. Cost $116.99 Unrealized -10.1%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $1,328 Shares 9,239 Est. Cost $132.68 Unrealized +3.5%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.7%
Value ($000) $1,324 Shares 28,496 Est. Cost $53.94 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.7%
Value ($000) $1,302 Shares 29,529 Est. Cost $44.09 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.7%
Value ($000) $1,238 Shares 234,960 Est. Cost $12.56 Unrealized -46.2%
BGS B & G FOODS INC NEW COM 0.6%
Value ($000) $1,224 Shares 51,477 Est. Cost $19.26 Unrealized -11.2%
FTRI FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF 0.6%
Value ($000) $1,192 Shares 89,654 Est. Cost $13.30 Unrealized
FXZ FIRST TRUST MATERIALS ALPHADEX FUND 0.6%
Value ($000) $1,173 Shares 20,756 Est. Cost $56.51 Unrealized
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $1,051 Shares 6,934 Est. Cost $25.03 Unrealized -24.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value ($000) $1,047 Shares 1,927 Est. Cost $568.16 Unrealized -4.1%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.5%
Value ($000) $973 Shares 23,999 Est. Cost $45.06 Unrealized
ALTY GLOBAL X ALTERNATIVE INCOME ETF 0.5%
Value ($000) $969 Shares 83,944 Est. Cost $13.30 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.5%
Value ($000) $939 Shares 21,806 Est. Cost $48.53 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $923 Shares 5,726 Est. Cost $282.49 Unrealized -32.2%
F FORD MTR CO DEL COM 0.5%
Value ($000) $909 Shares 81,669 Est. Cost $11.24 Unrealized -6.1%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.5%
Value ($000) $886 Shares 22,634 Est. Cost $48.19 Unrealized
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $864 Shares 7,674 Est. Cost $139.91 Unrealized -19.2%
DIV GLOBAL X SUPER DIVIDEND U.S. ETF 0.4%
Value ($000) $851 Shares 43,746 Est. Cost $19.83 Unrealized
AMZN AMAZON COM INC COM 0.4%
Value ($000) $842 Shares 7,928 Est. Cost $126.88 Unrealized -1.4%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.4%
Value ($000) $825 Shares 2,253 Est. Cost $481.10 Unrealized -15.4%
NFLX NETFLIX INC COM 0.4%
Value ($000) $811 Shares 4,635 Est. Cost $35.66 Unrealized -37.8%
ALPS O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF 0.4%
Value ($000) $796 Shares 25,146 Est. Cost $34.94 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.4%
Value ($000) $749 Shares 24,227 Est. Cost $38.58 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $721 Shares 331 Est. Cost $118.91 Unrealized -1.7%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $699 Shares 2,006 Est. Cost $410.54 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.4%
Value ($000) $698 Shares 21,229 Est. Cost $36.25 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.4%
Value ($000) $685 Shares 32,285 Est. Cost $21.22 Unrealized
MBB ISHARES MBS ETF 0.3%
Value ($000) $649 Shares 6,653 Est. Cost $101.86 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.3%
Value ($000) $646 Shares 22,399 Est. Cost $35.26 Unrealized
AIR TRANSPORT SERVICES GRP INC COM 0.3%
Value ($000) $634 Shares 22,063 Est. Cost $27.59 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $627 Shares 8,204 Est. Cost $118.15 Unrealized -20.8%
SE SEA LTD SPONSORD ADS 0.3%
Value ($000) $623 Shares 9,311 Est. Cost $205.06 Unrealized
OKTA OKTA INC CL A 0.3%
Value ($000) $623 Shares 6,893 Est. Cost $185.42 Unrealized -41.8%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $616 Shares 8,824 Est. Cost $182.66 Unrealized -52.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $610 Shares 2,198 Est. Cost $312.97 Unrealized -9.1%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.3%
Value ($000) $610 Shares 6,017 Est. Cost $104.92 Unrealized
UPST UPSTART HLDGS INC COM 0.3%
Value ($000) $604 Shares 19,110 Est. Cost $112.55 Unrealized -47.1%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.3%
Value ($000) $596 Shares 17,153 Est. Cost $41.48 Unrealized
CELH CELSIUS HLDGS INC COM NEW 0.3%
Value ($000) $595 Shares 9,124 Est. Cost $27.67 Unrealized -30.3%
EIX EDISON INTL COM 0.3%
Value ($000) $594 Shares 9,392 Est. Cost $49.62 Unrealized +15.7%
SNOW SNOWFLAKE INC CL A 0.3%
Value ($000) $589 Shares 4,233 Est. Cost $244.57 Unrealized -35.2%
MRNA MODERNA INC COM 0.3%
Value ($000) $572 Shares 4,003 Est. Cost $168.36 Unrealized -15.1%
INTC INTEL CORP COM 0.3%
Value ($000) $570 Shares 15,234 Est. Cost $45.49 Unrealized -10.7%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.3%
Value ($000) $563 Shares 11,241 Est. Cost $55.06 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.3%
Value ($000) $562 Shares 31,793 Est. Cost $20.67 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $554 Shares 6,499 Est. Cost $97.38 Unrealized
T AT&T INC COM 0.3%
Value ($000) $551 Shares 26,273 Est. Cost $16.97 Unrealized -3.9%
BLACKROCK INC COM 0.3%
Value ($000) $548 Shares 900 Est. Cost $751.85 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $548 Shares 5,350 Est. Cost $131.46 Unrealized -15.3%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $543 Shares 13,855 Est. Cost $40.38 Unrealized -1.1%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.3%
Value ($000) $538 Shares 15,345 Est. Cost $40.49 Unrealized
GILD GILEAD SCIENCES INC COM 0.3%
Value ($000) $535 Shares 8,657 Est. Cost $55.16 Unrealized -1.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.3%
Value ($000) $527 Shares 18,205 Est. Cost $38.55 Unrealized -3.8%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $524 Shares 823 Est. Cost $1266.14 Unrealized -31.2%
SHOP SHOPIFY INC CL A 0.3%
Value ($000) $523 Shares 16,726 Est. Cost $47.43 Unrealized -10.0%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $515 Shares 14,865 Est. Cost $38.74 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.3%
Value ($000) $511 Shares 5,298 Est. Cost $112.44 Unrealized
INTU INTUIT COM 0.3%
Value ($000) $506 Shares 1,312 Est. Cost $495.29 Unrealized -18.3%
DMAR FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - MARCH 0.3%
Value ($000) $497 Shares 16,701 Est. Cost $31.79 Unrealized
DLO DLOCAL LTD CLASS A COM 0.3%
Value ($000) $495 Shares 18,849 Est. Cost $38.84 Unrealized -37.2%
PANW PALO ALTO NETWORKS INC COM 0.3%
Value ($000) $494 Shares 1,000 Est. Cost $88.67 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $493 Shares 9,710 Est. Cost $43.07 Unrealized -6.9%
TGT TARGET CORP COM 0.3%
Value ($000) $479 Shares 3,391 Est. Cost $186.79 Unrealized -8.9%
HAWAIIAN HOLDINGS INC COM 0.3%
Value ($000) $476 Shares 33,250 Est. Cost $20.31 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $475 Shares 23,222 Est. Cost $39.91 Unrealized -33.5%
GLBE GLOBAL E ONLINE LTD SHS 0.2%
Value ($000) $465 Shares 23,032 Est. Cost $44.09 Unrealized -47.9%
BUFD FT CBOE VEST FUND OF DEEP BUFFER ETFS 0.2%
Value ($000) $463 Shares 23,712 Est. Cost $21.22 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $458 Shares 5,990 Est. Cost $84.98 Unrealized -17.2%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $446 Shares 10,578 Est. Cost $47.65 Unrealized
GLOBAL X SUPERDIVIDEND ETF 0.2%
Value ($000) $442 Shares 47,583 Est. Cost $11.36 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.2%
Value ($000) $431 Shares 1,933 Est. Cost $293.41 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.2%
Value ($000) $421 Shares 15,742 Est. Cost $33.54 Unrealized -9.4%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $413 Shares 8,328 Est. Cost $55.51 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $412 Shares 3,628 Est. Cost $126.58 Unrealized -15.3%
TWLO TWILIO INC CL A 0.2%
Value ($000) $409 Shares 4,876 Est. Cost $303.19 Unrealized -63.1%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $403 Shares 10,630 Est. Cost $41.73 Unrealized
CTAS CINTAS CORP COM 0.2%
Value ($000) $399 Shares 1,067 Est. Cost $93.88 Unrealized +0.4%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.2%
Value ($000) $398 Shares 5,187 Est. Cost $91.90 Unrealized
CHIQ GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF 0.2%
Value ($000) $395 Shares 16,651 Est. Cost $28.46 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.2%
Value ($000) $381 Shares 34,267 Est. Cost $19.93 Unrealized -15.9%
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $371 Shares 897 Est. Cost $487.78 Unrealized
CAG CONAGRA BRANDS INC COM 0.2%
Value ($000) $369 Shares 10,766 Est. Cost $28.56 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.2%
Value ($000) $359 Shares 10,922 Est. Cost $33.59 Unrealized 0.0%
FMAY FT CBOE VEST U.S. EQUITY BUFFER ETF - MAY 0.2%
Value ($000) $358 Shares 10,423 Est. Cost $37.82 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $354 Shares 15,703 Est. Cost $30.06 Unrealized
DDEC FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER 0.2%
Value ($000) $352 Shares 11,774 Est. Cost $32.63 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.2%
Value ($000) $347 Shares 14,768 Est. Cost $28.73 Unrealized 0.0%
FNOV FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.2%
Value ($000) $346 Shares 10,178 Est. Cost $38.31 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $345 Shares 1,257 Est. Cost $304.69 Unrealized -11.7%
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value ($000) $343 Shares 7,288 Est. Cost $120.82 Unrealized -21.2%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $343 Shares 1,933 Est. Cost $145.38 Unrealized +10.0%
NAVI NAVIENT CORPORATION COM 0.2%
Value ($000) $343 Shares 24,493 Est. Cost $18.18 Unrealized -14.4%
BUFT FT CBOE VEST BUFFERED ALLOCATION DEFENSIVE ETF 0.2%
Value ($000) $341 Shares 18,402 Est. Cost $19.98 Unrealized
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.2%
Value ($000) $340 Shares 10,275 Est. Cost $36.18 Unrealized
DSEP FT CBOE VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.2%
Value ($000) $338 Shares 11,159 Est. Cost $32.99 Unrealized
DJUN FT CBOE VEST US EQUITY DEEP BUFFER ETF - JUNE 0.2%
Value ($000) $338 Shares 10,691 Est. Cost $34.27 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $337 Shares 7,334 Est. Cost $50.33 Unrealized -13.0%
FMAR FT CBOE VEST U.S. EQUITY BUFFER ETF - MARCH 0.2%
Value ($000) $336 Shares 11,139 Est. Cost $32.74 Unrealized
FSEP FIRST TR EXCHNG TRADED FD VIII FT CBOE VEST US 0.2%
Value ($000) $335 Shares 10,509 Est. Cost $33.77 Unrealized
FJAN FT CBOE VEST U.S. EQUITY BUFFER ETF - JANUARY 0.2%
Value ($000) $334 Shares 10,696 Est. Cost $33.76 Unrealized
AMCOR PLC ORD 0.2%
Value ($000) $331 Shares 26,615 Est. Cost $9.93 Unrealized +7.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $327 Shares 6,672 Est. Cost $54.97 Unrealized
SPDR S&P 600 SMALL CAP ETF 0.2%
Value ($000) $323 Shares 4,033 Est. Cost $94.12 Unrealized
BAC BK OF AMERICA CORP COM 0.2%
Value ($000) $318 Shares 10,223 Est. Cost $38.46 Unrealized -14.9%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $317 Shares 617 Est. Cost $428.79 Unrealized +9.9%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $312 Shares 3,775 Est. Cost $86.14 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $312 Shares 3,415 Est. Cost $105.93 Unrealized -9.3%
DAUG FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.2%
Value ($000) $311 Shares 9,633 Est. Cost $32.28 Unrealized
SG SWEETGREEN INC COM CL A 0.2%
Value ($000) $309 Shares 26,503 Est. Cost $21.10 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC COM 0.2%
Value ($000) $308 Shares 33,787 Est. Cost $10.73 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $306 Shares 2,398 Est. Cost $146.06 Unrealized -14.5%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.2%
Value ($000) $298 Shares 2,496 Est. Cost $130.08 Unrealized
XME SPDR S&P METALS AND MINING ETF 0.2%
Value ($000) $297 Shares 6,851 Est. Cost $53.64 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $291 Shares 2,098 Est. Cost $161.68 Unrealized -2.5%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $284 Shares 5,662 Est. Cost $52.57 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $281 Shares 3,974 Est. Cost $59.92 Unrealized +7.4%
PFE PFIZER INC COM 0.1%
Value ($000) $280 Shares 5,344 Est. Cost $42.47 Unrealized -1.1%
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $278 Shares 10,142 Est. Cost $27.41 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.1%
Value ($000) $276 Shares 3,791 Est. Cost $80.12 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value ($000) $273 Shares 2,894 Est. Cost $160.09 Unrealized -32.3%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $268 Shares 3,825 Est. Cost $74.47 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.1%
Value ($000) $266 Shares 1,545 Est. Cost $208.45 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $263 Shares 11,504 Est. Cost $28.10 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.1%
Value ($000) $261 Shares 9,029 Est. Cost $40.54 Unrealized -11.5%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $258 Shares 4,667 Est. Cost $74.22 Unrealized -10.4%
GSK PLC SPONSORED ADR 0.1%
Value ($000) $258 Shares 5,921 Est. Cost $43.57 Unrealized
RKT ROCKET COS INC COM CL A 0.1%
Value ($000) $255 Shares 34,630 Est. Cost $10.69 Unrealized -23.5%
JPMORGAN U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $250 Shares 5,214 Est. Cost $47.95 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $249 Shares 1,735 Est. Cost $143.52 Unrealized
SOXX ISHARES SEMICONDUCTOR FUND 0.1%
Value ($000) $243 Shares 696 Est. Cost $349.14 Unrealized
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 0.1%
Value ($000) $241 Shares 5,876 Est. Cost $41.89 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $240 Shares 356 Est. Cost $253.73 Unrealized +7.6%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $236 Shares 108 Est. Cost $133.14 Unrealized -11.9%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $233 Shares 1,185 Est. Cost $237.92 Unrealized
PALC PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF 0.1%
Value ($000) $233 Shares 6,726 Est. Cost $39.26 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $232 Shares 1,824 Est. Cost $153.07 Unrealized
PAMC PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF 0.1%
Value ($000) $226 Shares 7,590 Est. Cost $34.79 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $226 Shares 526 Est. Cost $332.79 Unrealized +19.6%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $225 Shares 759 Est. Cost $283.57 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $223 Shares 2,257 Est. Cost $82.79 Unrealized +3.2%
RISR FOLIOBEYOND RISING RATES ETF 0.1%
Value ($000) $222 Shares 6,858 Est. Cost $32.37 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $216 Shares 2,794 Est. Cost $77.08 Unrealized -10.7%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.1%
Value ($000) $216 Shares 801 Est. Cost $339.84 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $216 Shares 1,047 Est. Cost $296.18 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $206 Shares 8,627 Est. Cost $26.52 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $201 Shares 917 Est. Cost $278.71 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $176 Shares 19,399 Est. Cost $9.07 Unrealized
IDNA ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF 0.1%
Value ($000) $160 Shares 18,382 Est. Cost $8.70 Unrealized
LOUP INNOVATOR LOUP FRONTIER TECH ETF 0.1%
Value ($000) $131 Shares 15,142 Est. Cost $51.76 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $64 Shares 55,809 Est. Cost $1.15 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $40 Shares 40,000 Est. Cost $6.66 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $38 Shares 40,000 Est. Cost $159.61 Unrealized -0.4%
HAS HASBRO INC COM 0.0%
Value ($000) $33 Shares 35,000 Est. Cost $73.91 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $32 Shares 35,000 Est. Cost $7.20 Unrealized
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $32 Shares 40,000 Est. Cost $17.95 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $30 Shares 17,000 Est. Cost $43.70 Unrealized -8.5%
CION CION INVT CORP COM 0.0%
Value ($000) $29 Shares 14,493 Est. Cost $6.17 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $24 Shares 30,000 Est. Cost $18.09 Unrealized -45.4%
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $22 Shares 21,000 Est. Cost $15.23 Unrealized
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 0.0%
Value ($000) $22 Shares 30,000 Est. Cost $0.73 Unrealized
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $42.46 Unrealized -20.5%
SAFT SAFETY INS GROUP INC COM 0.0%
Value ($000) $18 Shares 20,000 Est. Cost $89.98 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $15 Shares 20,000 Est. Cost $196.73 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $13 Shares 15,000 Est. Cost $79.58 Unrealized 0.0%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $12 Shares 15,000 Est. Cost $0.80 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $47.66 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $161.36 Unrealized -8.6%
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 0.0%
Value ($000) $7 Shares 17,500 Est. Cost $0.40 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $117.50 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $1 Shares 32,000 Est. Cost $24.82 Unrealized +1.9%
ALPS O'SHARES GLOBAL INTERNET GIANTS ETF 0.0%
Value ($000) $1 Shares 11,000 Est. Cost $36.87 Unrealized