Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 8, 2023

Total Value ($000): $195,662 (100.0% shares, 0.0% debt)

Holdings (190)

JPST JPMORGAN ULTRA-SHORT INCOME ETF 9.1%
Value ($000) $17,764 Shares 353,026 Est. Cost $50.38 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 8.5%
Value ($000) $16,640 Shares 279,618 Est. Cost $59.53 Unrealized
SPY SPDR S&P 500 ETF TRUST 5.3%
Value ($000) $10,381 Shares 25,356 Est. Cost $425.48 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 3.6%
Value ($000) $7,005 Shares 69,954 Est. Cost $100.02 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 3.6%
Value ($000) $6,973 Shares 75,942 Est. Cost $91.49 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 2.9%
Value ($000) $5,653 Shares 51,161 Est. Cost $110.03 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 2.8%
Value ($000) $5,477 Shares 343,140 Est. Cost $19.65 Unrealized
QQQ INVESCO QQQ TRUST 2.5%
Value ($000) $4,953 Shares 15,432 Est. Cost $355.79 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 2.3%
Value ($000) $4,476 Shares 64,015 Est. Cost $69.92 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.1%
Value ($000) $4,165 Shares 23,347 Est. Cost $167.16 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 2.1%
Value ($000) $4,079 Shares 55,243 Est. Cost $74.96 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 1.8%
Value ($000) $3,460 Shares 80,929 Est. Cost $39.97 Unrealized
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $3,217 Shares 11,159 Est. Cost $264.74 Unrealized -5.8%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 1.6%
Value ($000) $3,210 Shares 44,014 Est. Cost $77.55 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 1.6%
Value ($000) $3,112 Shares 46,524 Est. Cost $87.86 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 1.2%
Value ($000) $2,439 Shares 7,334 Est. Cost $349.24 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 1.2%
Value ($000) $2,366 Shares 58,925 Est. Cost $42.01 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 1.1%
Value ($000) $2,086 Shares 41,399 Est. Cost $50.39 Unrealized
AON AON PLC SHS CL A 1.0%
Value ($000) $2,033 Shares 6,449 Est. Cost $290.95 Unrealized +4.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $2,029 Shares 6,572 Est. Cost $304.19 Unrealized +1.3%
NVDA NVIDIA CORPORATION COM 1.0%
Value ($000) $2,002 Shares 7,207 Est. Cost $22.23 Unrealized -2.7%
AAPL APPLE INC COM 0.9%
Value ($000) $1,749 Shares 10,604 Est. Cost $141.01 Unrealized +3.2%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.8%
Value ($000) $1,637 Shares 53,802 Est. Cost $30.43 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.8%
Value ($000) $1,604 Shares 19,367 Est. Cost $77.68 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.8%
Value ($000) $1,583 Shares 21,187 Est. Cost $74.71 Unrealized
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $1,574 Shares 10,586 Est. Cost $132.52 Unrealized +0.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $1,424 Shares 11,475 Est. Cost $133.13 Unrealized
DIV GLOBAL X SUPERDIVIDEND US ETF 0.7%
Value ($000) $1,369 Shares 78,452 Est. Cost $18.84 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.7%
Value ($000) $1,336 Shares 28,452 Est. Cost $46.76 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.7%
Value ($000) $1,334 Shares 26,462 Est. Cost $53.80 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value ($000) $1,300 Shares 13,261 Est. Cost $81.38 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.6%
Value ($000) $1,242 Shares 22,749 Est. Cost $54.60 Unrealized
TSLA TESLA INC COM 0.6%
Value ($000) $1,179 Shares 5,683 Est. Cost $201.47 Unrealized -13.4%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,149 Shares 29,538 Est. Cost $37.28 Unrealized -12.3%
MMM 3M CO COM 0.6%
Value ($000) $1,141 Shares 10,854 Est. Cost $110.01 Unrealized -22.8%
PANW PALO ALTO NETWORKS INC COM 0.6%
Value ($000) $1,119 Shares 5,600 Est. Cost $84.89 Unrealized -0.2%
SOFI SOFI TECHNOLOGIES INC COM 0.5%
Value ($000) $982 Shares 161,834 Est. Cost $10.94 Unrealized -44.6%
META META PLATFORMS INC CL A 0.5%
Value ($000) $965 Shares 4,553 Est. Cost $275.28 Unrealized -38.6%
TSN TYSON FOODS INC CL A 0.5%
Value ($000) $960 Shares 16,176 Est. Cost $55.45 Unrealized 0.0%
EWZ ISHARES MSCI BRAZIL ETF 0.5%
Value ($000) $948 Shares 34,639 Est. Cost $27.62 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.5%
Value ($000) $913 Shares 38,245 Est. Cost $25.39 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.4%
Value ($000) $875 Shares 9,589 Est. Cost $85.05 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $836 Shares 12,352 Est. Cost $70.56 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.4%
Value ($000) $828 Shares 37,469 Est. Cost $24.60 Unrealized
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.4%
Value ($000) $789 Shares 25,042 Est. Cost $25.34 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $782 Shares 6,040 Est. Cost $129.24 Unrealized
QCOM QUALCOMM INC COM 0.4%
Value ($000) $771 Shares 6,047 Est. Cost $127.34 Unrealized -8.6%
ALTY GLOBAL X ALTERNATIVE INCOME ETF 0.4%
Value ($000) $766 Shares 67,514 Est. Cost $13.13 Unrealized
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $759 Shares 20,313 Est. Cost $40.55 Unrealized -0.2%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.4%
Value ($000) $736 Shares 22,915 Est. Cost $34.46 Unrealized
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $716 Shares 5,497 Est. Cost $137.47 Unrealized -6.8%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.4%
Value ($000) $712 Shares 20,169 Est. Cost $38.58 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.4%
Value ($000) $687 Shares 36,722 Est. Cost $18.70 Unrealized
YYY AMPLIFY HIGH INCOME ETF 0.3%
Value ($000) $667 Shares 57,166 Est. Cost $11.66 Unrealized
EIX EDISON INTL COM 0.3%
Value ($000) $665 Shares 9,416 Est. Cost $49.75 Unrealized +19.0%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $655 Shares 4,223 Est. Cost $147.11 Unrealized +0.5%
INTC INTEL CORP COM 0.3%
Value ($000) $654 Shares 20,025 Est. Cost $41.14 Unrealized -33.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $653 Shares 1,133 Est. Cost $566.63 Unrealized -1.4%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $632 Shares 1,536 Est. Cost $411.60 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.3%
Value ($000) $589 Shares 123,738 Est. Cost $4.41 Unrealized +1.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.3%
Value ($000) $569 Shares 4,408 Est. Cost $125.64 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.3%
Value ($000) $569 Shares 15,218 Est. Cost $30.41 Unrealized +17.9%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.3%
Value ($000) $557 Shares 16,324 Est. Cost $41.29 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.3%
Value ($000) $554 Shares 30,240 Est. Cost $16.64 Unrealized +19.0%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.3%
Value ($000) $549 Shares 12,195 Est. Cost $49.98 Unrealized
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.3%
Value ($000) $546 Shares 17,810 Est. Cost $30.67 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.3%
Value ($000) $539 Shares 1,140 Est. Cost $430.24 Unrealized +0.7%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.3%
Value ($000) $534 Shares 7,235 Est. Cost $73.26 Unrealized
CION CION INVT CORP COM 0.3%
Value ($000) $524 Shares 53,102 Est. Cost $5.98 Unrealized +12.2%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.3%
Value ($000) $521 Shares 19,266 Est. Cost $27.71 Unrealized
SAFT SAFETY INS GROUP INC COM 0.3%
Value ($000) $521 Shares 6,987 Est. Cost $88.42 Unrealized -7.9%
BX BLACKSTONE INC COM 0.3%
Value ($000) $520 Shares 5,925 Est. Cost $89.90 Unrealized -9.7%
AIR TRANSPORT SERVICES GRP INC COM 0.3%
Value ($000) $517 Shares 24,800 Est. Cost $27.26 Unrealized
PIONEER NAT RES CO COM 0.3%
Value ($000) $499 Shares 2,445 Est. Cost $219.49 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.3%
Value ($000) $498 Shares 37,055 Est. Cost $18.13 Unrealized -17.4%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value ($000) $495 Shares 58,527 Est. Cost $10.96 Unrealized -28.6%
T AT&T INC COM 0.2%
Value ($000) $482 Shares 25,038 Est. Cost $16.02 Unrealized +2.1%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.2%
Value ($000) $481 Shares 5,003 Est. Cost $111.36 Unrealized
SNOW SNOWFLAKE INC CL A 0.2%
Value ($000) $478 Shares 3,095 Est. Cost $209.07 Unrealized -29.9%
PFE PFIZER INC COM 0.2%
Value ($000) $472 Shares 11,558 Est. Cost $40.85 Unrealized -10.5%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $466 Shares 4,126 Est. Cost $111.89 Unrealized -11.1%
GSK GSK PLC SPONSORED ADR 0.2%
Value ($000) $462 Shares 12,988 Est. Cost $30.23 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.2%
Value ($000) $452 Shares 170,611 Est. Cost $5.37 Unrealized -24.8%
IHAK ISHARES CYBERSECURITY & TECH ETF 0.2%
Value ($000) $452 Shares 12,434 Est. Cost $40.49 Unrealized
PGNY PROGYNY INC COM 0.2%
Value ($000) $444 Shares 13,835 Est. Cost $36.15 Unrealized -8.6%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.2%
Value ($000) $439 Shares 25,571 Est. Cost $17.15 Unrealized
SDIV GLOBAL X SUPERDIVIDEND ETF 0.2%
Value ($000) $437 Shares 18,986 Est. Cost $23.04 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.2%
Value ($000) $436 Shares 12,179 Est. Cost $35.79 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $435 Shares 4,123 Est. Cost $108.21 Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.2%
Value ($000) $435 Shares 15,295 Est. Cost $28.43 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $432 Shares 13,619 Est. Cost $36.55 Unrealized -13.2%
C CITIGROUP INC COM NEW 0.2%
Value ($000) $420 Shares 8,967 Est. Cost $48.37 Unrealized -8.5%
ALLY ALLY FINL INC COM 0.2%
Value ($000) $419 Shares 16,454 Est. Cost $29.22 Unrealized -11.9%
YOU CLEAR SECURE INC COM CL A 0.2%
Value ($000) $419 Shares 16,000 Est. Cost $25.59 Unrealized 0.0%
OKTA OKTA INC CL A 0.2%
Value ($000) $417 Shares 4,837 Est. Cost $151.29 Unrealized -49.7%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $414 Shares 1,205 Est. Cost $341.45 Unrealized -3.4%
STNE STONECO LTD COM CL A 0.2%
Value ($000) $409 Shares 42,835 Est. Cost $9.50 Unrealized
LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 0.2%
Value ($000) $401 Shares 4,381 Est. Cost $91.63 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $394 Shares 9,604 Est. Cost $47.45 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.2%
Value ($000) $393 Shares 4,852 Est. Cost $80.18 Unrealized
HRB BLOCK H & R INC COM 0.2%
Value ($000) $392 Shares 11,042 Est. Cost $33.91 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $391 Shares 3,900 Est. Cost $142.16 Unrealized -30.7%
ORCL ORACLE CORP COM 0.2%
Value ($000) $383 Shares 4,123 Est. Cost $84.79 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.2%
Value ($000) $382 Shares 12,236 Est. Cost $36.07 Unrealized
ALTL PACER LUNT LARGE CAP ALTERNATOR ETF 0.2%
Value ($000) $379 Shares 9,985 Est. Cost $39.33 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $378 Shares 1,514 Est. Cost $287.30 Unrealized
BA BOEING CO COM 0.2%
Value ($000) $376 Shares 1,769 Est. Cost $207.77 Unrealized 0.0%
TWLO TWILIO INC CL A 0.2%
Value ($000) $376 Shares 5,638 Est. Cost $177.05 Unrealized -65.2%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $373 Shares 4,909 Est. Cost $180.66 Unrealized -57.5%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.2%
Value ($000) $372 Shares 811 Est. Cost $480.55 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $370 Shares 801 Est. Cost $442.02 Unrealized 0.0%
PFFD GLOBAL X U.S. PREFERRED ETF 0.2%
Value ($000) $366 Shares 18,453 Est. Cost $21.16 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $362 Shares 3,645 Est. Cost $103.26 Unrealized
S SENTINELONE INC CL A 0.2%
Value ($000) $359 Shares 21,964 Est. Cost $18.51 Unrealized -18.4%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $357 Shares 7,452 Est. Cost $46.00 Unrealized -4.3%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $354 Shares 12,373 Est. Cost $31.71 Unrealized -3.6%
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.2%
Value ($000) $354 Shares 8,694 Est. Cost $36.15 Unrealized
PAMC PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF 0.2%
Value ($000) $352 Shares 10,583 Est. Cost $32.85 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $352 Shares 7,186 Est. Cost $55.51 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $349 Shares 1,184 Est. Cost $304.10 Unrealized -6.4%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $349 Shares 739 Est. Cost $435.57 Unrealized +5.0%
XME SPDR S&P METALS & MINING ETF 0.2%
Value ($000) $343 Shares 6,453 Est. Cost $53.49 Unrealized
BSBR BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 0.2%
Value ($000) $341 Shares 64,268 Est. Cost $5.38 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $340 Shares 2,352 Est. Cost $153.70 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.2%
Value ($000) $338 Shares 6,933 Est. Cost $48.48 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $336 Shares 1,710 Est. Cost $192.12 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $322 Shares 1,127 Est. Cost $303.10 Unrealized -13.8%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $316 Shares 9,143 Est. Cost $36.52 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.2%
Value ($000) $312 Shares 11,700 Est. Cost $23.75 Unrealized +12.2%
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $307 Shares 2,233 Est. Cost $115.66 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $303 Shares 2,936 Est. Cost $116.94 Unrealized -17.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $303 Shares 2,312 Est. Cost $120.73 Unrealized 0.0%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.2%
Value ($000) $298 Shares 10,526 Est. Cost $28.10 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $296 Shares 1,452 Est. Cost $204.10 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $293 Shares 1,391 Est. Cost $225.67 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $290 Shares 2,880 Est. Cost $100.14 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $289 Shares 3,523 Est. Cost $85.00 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $287 Shares 7,628 Est. Cost $29.09 Unrealized +9.8%
BPOP POPULAR INC COM NEW 0.1%
Value ($000) $286 Shares 4,937 Est. Cost $59.53 Unrealized 0.0%
PACWEST BANCORP DEL COM 0.1%
Value ($000) $281 Shares 28,917 Est. Cost $9.73 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $281 Shares 746 Est. Cost $371.35 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $280 Shares 5,115 Est. Cost $41.25 Unrealized +14.7%
DVA DAVITA INC COM 0.1%
Value ($000) $275 Shares 3,396 Est. Cost $77.82 Unrealized +3.0%
CHIQ GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $266 Shares 13,179 Est. Cost $28.46 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.1%
Value ($000) $266 Shares 5,139 Est. Cost $50.65 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $261 Shares 2,618 Est. Cost $97.38 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $261 Shares 2,376 Est. Cost $97.07 Unrealized +3.2%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $257 Shares 6,204 Est. Cost $40.95 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $254 Shares 1,648 Est. Cost $142.28 Unrealized
NWL NEWELL BRANDS INC COM 0.1%
Value ($000) $251 Shares 20,179 Est. Cost $12.93 Unrealized -3.8%
SPDR S&P 600 SMALL CAP ETF 0.1%
Value ($000) $248 Shares 2,948 Est. Cost $89.52 Unrealized
CLOU GLOBAL X CLOUD COMPUTING ETF 0.1%
Value ($000) $247 Shares 13,465 Est. Cost $16.03 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $244 Shares 5,107 Est. Cost $52.47 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $243 Shares 1,071 Est. Cost $279.45 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $238 Shares 3,807 Est. Cost $59.16 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $237 Shares 3,929 Est. Cost $74.22 Unrealized -22.2%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $237 Shares 4,678 Est. Cost $49.11 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $235 Shares 3,490 Est. Cost $59.92 Unrealized +1.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $231 Shares 5,170 Est. Cost $36.29 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.1%
Value ($000) $231 Shares 9,046 Est. Cost $20.55 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.1%
Value ($000) $230 Shares 3,626 Est. Cost $79.49 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $229 Shares 6,136 Est. Cost $37.38 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.1%
Value ($000) $229 Shares 3,840 Est. Cost $49.45 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $228 Shares 1,544 Est. Cost $147.85 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $228 Shares 1,054 Est. Cost $34.91 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.1%
Value ($000) $227 Shares 5,021 Est. Cost $44.14 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $224 Shares 1,904 Est. Cost $117.67 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $224 Shares 6,287 Est. Cost $38.47 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $223 Shares 5,358 Est. Cost $44.83 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $221 Shares 1,334 Est. Cost $148.63 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $216 Shares 1,131 Est. Cost $176.65 Unrealized 0.0%
AMCOR PLC ORD 0.1%
Value ($000) $216 Shares 18,970 Est. Cost $9.99 Unrealized +1.6%
CM CANADIAN IMPERIAL BK COMM TORO COM 0.1%
Value ($000) $211 Shares 4,965 Est. Cost $38.12 Unrealized +1.1%
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.1%
Value ($000) $207 Shares 6,668 Est. Cost $29.23 Unrealized
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED US BOND INDEX FUND 0.1%
Value ($000) $204 Shares 5,005 Est. Cost $40.73 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $204 Shares 2,455 Est. Cost $55.19 Unrealized +35.3%
RISR FOLIOBEYOND RISING RATES ETF 0.1%
Value ($000) $201 Shares 6,457 Est. Cost $32.32 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $201 Shares 823 Est. Cost $244.33 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $201 Shares 18,204 Est. Cost $10.37 Unrealized
AQN ALGONQUIN PWR UTILS CORP COM 0.1%
Value ($000) $199 Shares 23,659 Est. Cost $7.49 Unrealized -13.2%
UPST UPSTART HLDGS INC COM 0.1%
Value ($000) $172 Shares 10,810 Est. Cost $70.84 Unrealized -76.3%
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.1%
Value ($000) $130 Shares 49,666 Est. Cost $2.88 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $129 Shares 10,248 Est. Cost $11.24 Unrealized -9.2%
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $128 Shares 14,193 Est. Cost $10.55 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $114 Shares 10,000 Est. Cost $12.16 Unrealized 0.0%
VIV TELEFONICA BRASIL SA NEW ADR 0.0%
Value ($000) $87 Shares 11,513 Est. Cost $7.15 Unrealized
CREDIT SUISSE GROUP SPONSORED ADR 0.0%
Value ($000) $86 Shares 96,933 Est. Cost $0.89 Unrealized
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $37 Shares 16,493 Est. Cost $2.00 Unrealized
HUMANIGEN INC COM NEW 0.0%
Value ($000) $2 Shares 17,000 Est. Cost $0.14 Unrealized
ZNERGY INC COM 0.0%
Value ($000) $0 Shares 32,000 Est. Cost $0.00 Unrealized