Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 3, 2023

Total Value ($000): $220,629 (100.0% shares, 0.0% debt)

Holdings (224)

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 7.5%
Value ($000) $16,653 Shares 280,313 Est. Cost $59.53 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 6.5%
Value ($000) $14,415 Shares 287,503 Est. Cost $50.38 Unrealized
SPY SPDR S&P 500 ETF TRUST 4.5%
Value ($000) $9,906 Shares 22,346 Est. Cost $425.48 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 3.8%
Value ($000) $8,429 Shares 91,795 Est. Cost $91.54 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 3.1%
Value ($000) $6,833 Shares 427,837 Est. Cost $18.92 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 2.3%
Value ($000) $4,984 Shares 59,325 Est. Cost $84.01 Unrealized
DAUG FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 2.0%
Value ($000) $4,345 Shares 127,692 Est. Cost $34.03 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 1.9%
Value ($000) $4,285 Shares 58,675 Est. Cost $69.92 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.9%
Value ($000) $4,139 Shares 22,103 Est. Cost $167.16 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.9%
Value ($000) $4,121 Shares 56,691 Est. Cost $74.90 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 1.8%
Value ($000) $3,919 Shares 88,731 Est. Cost $44.97 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 1.7%
Value ($000) $3,805 Shares 79,818 Est. Cost $47.67 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 1.6%
Value ($000) $3,612 Shares 71,082 Est. Cost $50.57 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $3,351 Shares 9,840 Est. Cost $264.74 Unrealized +16.0%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1.5%
Value ($000) $3,326 Shares 70,616 Est. Cost $47.10 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 1.5%
Value ($000) $3,278 Shares 43,656 Est. Cost $77.55 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.4%
Value ($000) $3,064 Shares 55,373 Est. Cost $55.03 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 1.4%
Value ($000) $3,039 Shares 66,925 Est. Cost $39.97 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 1.1%
Value ($000) $2,412 Shares 60,172 Est. Cost $41.97 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $2,310 Shares 6,775 Est. Cost $304.85 Unrealized +7.1%
QQQ INVESCO QQQ TRUST SERIES I 1.0%
Value ($000) $2,241 Shares 6,065 Est. Cost $355.79 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 1.0%
Value ($000) $2,238 Shares 22,369 Est. Cost $100.02 Unrealized
AON AON PLC SHS CL A 1.0%
Value ($000) $2,226 Shares 6,449 Est. Cost $290.95 Unrealized +9.5%
XLE ENERGY SELECT SECTOR SPDR FUND 1.0%
Value ($000) $2,187 Shares 26,944 Est. Cost $78.66 Unrealized
NVDA NVIDIA CORPORATION COM 1.0%
Value ($000) $2,099 Shares 4,963 Est. Cost $22.23 Unrealized +49.3%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.9%
Value ($000) $2,096 Shares 27,598 Est. Cost $87.86 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.9%
Value ($000) $2,001 Shares 5,819 Est. Cost $349.24 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.7%
Value ($000) $1,651 Shares 53,804 Est. Cost $30.43 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.7%
Value ($000) $1,531 Shares 31,975 Est. Cost $46.88 Unrealized
TSLA TESLA INC COM 0.7%
Value ($000) $1,515 Shares 5,786 Est. Cost $201.44 Unrealized -0.7%
JXN JACKSON FINANCIAL INC COM CL A 0.7%
Value ($000) $1,513 Shares 49,425 Est. Cost $29.22 Unrealized -1.8%
AAPL APPLE INC COM 0.7%
Value ($000) $1,459 Shares 7,522 Est. Cost $141.01 Unrealized +22.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $1,459 Shares 10,815 Est. Cost $133.13 Unrealized
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $1,376 Shares 3,364 Est. Cost $400.77 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.6%
Value ($000) $1,365 Shares 12,358 Est. Cost $110.03 Unrealized
META META PLATFORMS INC CL A 0.6%
Value ($000) $1,347 Shares 4,692 Est. Cost $274.39 Unrealized -10.7%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.6%
Value ($000) $1,314 Shares 24,131 Est. Cost $53.80 Unrealized
PYPL PAYPAL HLDGS INC COM 0.6%
Value ($000) $1,289 Shares 19,318 Est. Cost $96.64 Unrealized -29.6%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.6%
Value ($000) $1,288 Shares 77,154 Est. Cost $18.84 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.6%
Value ($000) $1,270 Shares 152,332 Est. Cost $10.94 Unrealized -40.4%
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $1,223 Shares 32,885 Est. Cost $36.66 Unrealized -14.9%
TSN TYSON FOODS INC CL A 0.5%
Value ($000) $1,170 Shares 22,916 Est. Cost $53.72 Unrealized -7.7%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,110 Shares 7,316 Est. Cost $132.52 Unrealized +6.6%
WFC WELLS FARGO CO NEW COM 0.5%
Value ($000) $1,086 Shares 25,446 Est. Cost $39.96 Unrealized -5.8%
MMM 3M CO COM 0.5%
Value ($000) $1,025 Shares 10,246 Est. Cost $110.01 Unrealized -29.5%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,009 Shares 10,703 Est. Cost $86.01 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.5%
Value ($000) $1,007 Shares 8,635 Est. Cost $116.67 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $971 Shares 8,521 Est. Cost $81.38 Unrealized +27.8%
FRANKLIN BSP LENDING CORP COM 0.4%
Value ($000) $964 Shares 132,387 Est. Cost $7.28 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.4%
Value ($000) $951 Shares 29,918 Est. Cost $31.79 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value ($000) $949 Shares 61,875 Est. Cost $10.98 Unrealized +3.5%
IYE ISHARES U.S. ENERGY ETF 0.4%
Value ($000) $938 Shares 21,895 Est. Cost $42.84 Unrealized
PKST PEAKSTONE REALTY TRUST COM 0.4%
Value ($000) $826 Shares 29,333 Est. Cost $28.15 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.4%
Value ($000) $823 Shares 28,363 Est. Cost $32.95 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.4%
Value ($000) $798 Shares 37,201 Est. Cost $24.60 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $792 Shares 3,100 Est. Cost $84.89 Unrealized +22.6%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.4%
Value ($000) $784 Shares 56,989 Est. Cost $9.58 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.4%
Value ($000) $783 Shares 5,333 Est. Cost $129.43 Unrealized +7.7%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.4%
Value ($000) $782 Shares 19,214 Est. Cost $40.70 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.3%
Value ($000) $769 Shares 28,090 Est. Cost $19.36 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $760 Shares 13,400 Est. Cost $50.45 Unrealized 0.0%
GOVT ISHARES U.S. TREASURY BOND ETF 0.3%
Value ($000) $737 Shares 32,185 Est. Cost $22.90 Unrealized
ALTY GLOBAL X ALTERNATIVE INCOME ETF 0.3%
Value ($000) $736 Shares 65,231 Est. Cost $13.13 Unrealized
AMZN AMAZON COM INC COM 0.3%
Value ($000) $703 Shares 5,391 Est. Cost $115.69 Unrealized -1.3%
SNOW SNOWFLAKE INC CL A 0.3%
Value ($000) $695 Shares 3,948 Est. Cost $199.02 Unrealized -18.3%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.3%
Value ($000) $691 Shares 22,357 Est. Cost $33.74 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $689 Shares 4,736 Est. Cost $137.47 Unrealized -5.7%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.3%
Value ($000) $685 Shares 21,050 Est. Cost $34.46 Unrealized
F FORD MTR CO DEL COM 0.3%
Value ($000) $684 Shares 45,233 Est. Cost $10.81 Unrealized -1.1%
YYY AMPLIFY HIGH INCOME ETF 0.3%
Value ($000) $684 Shares 58,491 Est. Cost $11.66 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.3%
Value ($000) $679 Shares 19,082 Est. Cost $38.58 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.3%
Value ($000) $674 Shares 9,286 Est. Cost $76.57 Unrealized
KKR KKR & CO INC COM 0.3%
Value ($000) $673 Shares 12,015 Est. Cost $51.41 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $653 Shares 1,464 Est. Cost $411.60 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $652 Shares 19,353 Est. Cost $33.71 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.3%
Value ($000) $625 Shares 65,340 Est. Cost $9.56 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $612 Shares 1,173 Est. Cost $565.56 Unrealized -5.4%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $605 Shares 13,143 Est. Cost $46.58 Unrealized -8.2%
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.3%
Value ($000) $592 Shares 16,682 Est. Cost $35.51 Unrealized
HRB BLOCK H & R INC COM 0.3%
Value ($000) $591 Shares 18,391 Est. Cost $32.29 Unrealized -7.5%
OWL BLUE OWL CAPITAL INC COM CL A 0.3%
Value ($000) $587 Shares 50,348 Est. Cost $10.76 Unrealized 0.0%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $574 Shares 12,969 Est. Cost $44.28 Unrealized
WPC WP CAREY INC COM 0.3%
Value ($000) $566 Shares 8,247 Est. Cost $68.63 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.3%
Value ($000) $564 Shares 20,764 Est. Cost $25.39 Unrealized
BX BLACKSTONE INC COM 0.3%
Value ($000) $556 Shares 5,978 Est. Cost $89.90 Unrealized -10.8%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $550 Shares 19,180 Est. Cost $29.90 Unrealized -11.0%
SPG SIMON PPTY GROUP INC NEW COM 0.2%
Value ($000) $548 Shares 4,741 Est. Cost $94.44 Unrealized 0.0%
KREF KKR REAL ESTATE FIN TR INC COM 0.2%
Value ($000) $541 Shares 42,932 Est. Cost $12.60 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.2%
Value ($000) $539 Shares 6,757 Est. Cost $73.26 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.2%
Value ($000) $536 Shares 15,603 Est. Cost $41.29 Unrealized
T AT&T INC COM 0.2%
Value ($000) $530 Shares 33,256 Est. Cost $15.71 Unrealized -5.9%
SAFT SAFETY INS GROUP INC COM 0.2%
Value ($000) $523 Shares 7,287 Est. Cost $87.79 Unrealized -16.7%
PFE PFIZER INC COM 0.2%
Value ($000) $518 Shares 14,130 Est. Cost $39.46 Unrealized -15.8%
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $514 Shares 4,048 Est. Cost $125.64 Unrealized
CION CION INVT CORP COM 0.2%
Value ($000) $498 Shares 47,977 Est. Cost $5.98 Unrealized +10.4%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.2%
Value ($000) $498 Shares 19,150 Est. Cost $27.71 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.2%
Value ($000) $494 Shares 14,000 Est. Cost $27.98 Unrealized 0.0%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value ($000) $488 Shares 12,562 Est. Cost $38.84 Unrealized
IOT SAMSARA INC COM CL A 0.2%
Value ($000) $471 Shares 17,000 Est. Cost $22.17 Unrealized 0.0%
AIR TRANSPORT SERVICES GRP INC COM 0.2%
Value ($000) $468 Shares 24,800 Est. Cost $27.26 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $465 Shares 4,155 Est. Cost $111.89 Unrealized -13.8%
DOUBLELINE INCOME SOLUTIONS FD COM 0.2%
Value ($000) $465 Shares 39,024 Est. Cost $11.91 Unrealized
PSEC PROSPECT CAP CORP COM 0.2%
Value ($000) $464 Shares 74,853 Est. Cost $4.35 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.2%
Value ($000) $456 Shares 12,656 Est. Cost $30.23 Unrealized
SDIV GLOBAL X SUPERDIVIDEND ETF 0.2%
Value ($000) $454 Shares 20,121 Est. Cost $23.01 Unrealized
IHAK ISHARES CYBERSECURITY & TECH ETF 0.2%
Value ($000) $450 Shares 11,906 Est. Cost $40.49 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $450 Shares 10,416 Est. Cost $36.55 Unrealized +1.7%
ARI APOLLO COML REAL EST FIN INC COM 0.2%
Value ($000) $444 Shares 38,080 Est. Cost $11.67 Unrealized
EIX EDISON INTL COM 0.2%
Value ($000) $438 Shares 6,302 Est. Cost $49.75 Unrealized +25.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $426 Shares 4,012 Est. Cost $108.21 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.2%
Value ($000) $417 Shares 32,636 Est. Cost $12.78 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $417 Shares 1,474 Est. Cost $287.30 Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.2%
Value ($000) $414 Shares 14,179 Est. Cost $28.43 Unrealized
TEI DIVERSIFIED INCOME FUND I NSA 0.2%
Value ($000) $413 Shares 71 Est. Cost $5819.01 Unrealized
PGNY PROGYNY INC COM 0.2%
Value ($000) $413 Shares 10,494 Est. Cost $36.15 Unrealized -0.2%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $393 Shares 838 Est. Cost $341.45 Unrealized +20.5%
HD HOME DEPOT INC COM 0.2%
Value ($000) $392 Shares 1,262 Est. Cost $302.39 Unrealized -8.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.2%
Value ($000) $392 Shares 818 Est. Cost $480.55 Unrealized
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $391 Shares 2,361 Est. Cost $147.11 Unrealized +1.2%
ALLY ALLY FINL INC COM 0.2%
Value ($000) $391 Shares 14,461 Est. Cost $29.22 Unrealized -17.4%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $389 Shares 4,359 Est. Cost $136.94 Unrealized -32.4%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $388 Shares 9,573 Est. Cost $47.45 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.2%
Value ($000) $388 Shares 4,091 Est. Cost $111.36 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value ($000) $384 Shares 3,223 Est. Cost $127.34 Unrealized -14.9%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $373 Shares 776 Est. Cost $436.96 Unrealized +6.4%
PFFD GLOBAL X U.S. PREFERRED ETF 0.2%
Value ($000) $370 Shares 19,098 Est. Cost $21.10 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.2%
Value ($000) $355 Shares 10,485 Est. Cost $35.79 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.2%
Value ($000) $354 Shares 156,575 Est. Cost $5.37 Unrealized -59.0%
RIG TRANSOCEAN LTD REG SHS 0.2%
Value ($000) $351 Shares 50,005 Est. Cost $6.18 Unrealized 0.0%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $346 Shares 3,546 Est. Cost $103.26 Unrealized
DOW DOW INC COM 0.2%
Value ($000) $342 Shares 6,429 Est. Cost $42.07 Unrealized +7.6%
EWZ ISHARES MSCI BRAZIL ETF 0.2%
Value ($000) $338 Shares 10,433 Est. Cost $27.62 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.2%
Value ($000) $336 Shares 8,058 Est. Cost $36.15 Unrealized
XME SPDR S&P METALS & MINING ETF 0.2%
Value ($000) $334 Shares 6,574 Est. Cost $53.45 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $327 Shares 3,253 Est. Cost $100.20 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $326 Shares 11,442 Est. Cost $34.90 Unrealized
MSTB LHA MARKET STATE TACTICAL BETA ETF 0.1%
Value ($000) $325 Shares 11,907 Est. Cost $27.27 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $323 Shares 701 Est. Cost $430.24 Unrealized +0.3%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $319 Shares 10,108 Est. Cost $28.10 Unrealized
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.1%
Value ($000) $315 Shares 11,571 Est. Cost $23.75 Unrealized +12.3%
JPIE JPMORGAN INCOME ETF 0.1%
Value ($000) $314 Shares 6,950 Est. Cost $45.20 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $310 Shares 6,455 Est. Cost $48.48 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $310 Shares 2,069 Est. Cost $153.70 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM 0.1%
Value ($000) $308 Shares 15,393 Est. Cost $20.01 Unrealized
STWD STARWOOD PPTY TR INC COM 0.1%
Value ($000) $306 Shares 15,372 Est. Cost $19.88 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $304 Shares 5,160 Est. Cost $58.67 Unrealized -2.3%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $304 Shares 6,213 Est. Cost $55.51 Unrealized
FBRT FRANKLIN BSP RLTY TR INC COM 0.1%
Value ($000) $301 Shares 20,768 Est. Cost $14.52 Unrealized
PECO PHILLIPS EDISON & CO INC COM 0.1%
Value ($000) $300 Shares 8,789 Est. Cost $34.17 Unrealized
PAMC PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF 0.1%
Value ($000) $298 Shares 8,404 Est. Cost $32.85 Unrealized
ACRE ARES COML REAL ESTATE CORP COM 0.1%
Value ($000) $297 Shares 28,327 Est. Cost $10.50 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $296 Shares 1,343 Est. Cost $225.67 Unrealized
OKTA OKTA INC CL A 0.1%
Value ($000) $295 Shares 4,256 Est. Cost $151.29 Unrealized -49.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $294 Shares 1,504 Est. Cost $192.12 Unrealized -5.8%
TWO TWO HBRS INVT CORP COM 0.1%
Value ($000) $288 Shares 20,755 Est. Cost $13.88 Unrealized
ABRDN ASIA PACIFIC INCOME FUND COM 0.1%
Value ($000) $287 Shares 106,203 Est. Cost $2.70 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $285 Shares 3,516 Est. Cost $85.00 Unrealized
TWLO TWILIO INC CL A 0.1%
Value ($000) $285 Shares 4,473 Est. Cost $177.05 Unrealized -66.7%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $284 Shares 1,763 Est. Cost $161.19 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.1%
Value ($000) $282 Shares 9,786 Est. Cost $21.17 Unrealized
ALB ALBEMARLE CORP COM 0.1%
Value ($000) $280 Shares 1,251 Est. Cost $196.03 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $279 Shares 2,851 Est. Cost $97.43 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $274 Shares 2,141 Est. Cost $116.96 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $268 Shares 4,097 Est. Cost $70.56 Unrealized
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $267 Shares 7,932 Est. Cost $29.18 Unrealized +7.6%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $258 Shares 5,155 Est. Cost $49.97 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $255 Shares 2,380 Est. Cost $97.07 Unrealized +2.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $253 Shares 1,553 Est. Cost $142.28 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $253 Shares 1,042 Est. Cost $279.45 Unrealized
S SENTINELONE INC CL A 0.1%
Value ($000) $253 Shares 16,745 Est. Cost $18.51 Unrealized -8.6%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $249 Shares 5,394 Est. Cost $36.30 Unrealized +0.7%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $248 Shares 5,052 Est. Cost $49.16 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.1%
Value ($000) $247 Shares 13,574 Est. Cost $18.22 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $246 Shares 5,879 Est. Cost $40.95 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $244 Shares 3,253 Est. Cost $75.07 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $241 Shares 1,049 Est. Cost $34.91 Unrealized
MED MEDIFAST INC COM 0.1%
Value ($000) $240 Shares 2,606 Est. Cost $85.73 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $239 Shares 6,352 Est. Cost $37.39 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.1%
Value ($000) $239 Shares 3,845 Est. Cost $49.45 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $238 Shares 3,718 Est. Cost $58.94 Unrealized 0.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $236 Shares 1,446 Est. Cost $147.85 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $234 Shares 3,713 Est. Cost $74.22 Unrealized -14.5%
HIMS HIMS & HERS HEALTH INC COM CL A 0.1%
Value ($000) $232 Shares 24,670 Est. Cost $9.91 Unrealized 0.0%
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.1%
Value ($000) $232 Shares 17,032 Est. Cost $13.61 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.1%
Value ($000) $231 Shares 3,540 Est. Cost $79.49 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $228 Shares 6,801 Est. Cost $28.41 Unrealized 0.0%
STNE STONECO LTD COM CL A 0.1%
Value ($000) $225 Shares 17,656 Est. Cost $9.50 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $223 Shares 3,590 Est. Cost $59.94 Unrealized +1.4%
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.1%
Value ($000) $223 Shares 11,632 Est. Cost $18.70 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.1%
Value ($000) $223 Shares 4,703 Est. Cost $52.47 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $222 Shares 808 Est. Cost $244.33 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $220 Shares 6,246 Est. Cost $38.47 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $220 Shares 5,315 Est. Cost $44.83 Unrealized
BPOP POPULAR INC COM NEW 0.1%
Value ($000) $220 Shares 3,607 Est. Cost $59.53 Unrealized -8.4%
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $217 Shares 3,132 Est. Cost $65.55 Unrealized 0.0%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $217 Shares 1,883 Est. Cost $117.67 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.1%
Value ($000) $216 Shares 4,773 Est. Cost $44.14 Unrealized
TOST TOAST INC CL A 0.1%
Value ($000) $216 Shares 9,564 Est. Cost $19.96 Unrealized 0.0%
BBDC BARINGS BDC INC COM 0.1%
Value ($000) $215 Shares 27,429 Est. Cost $5.62 Unrealized 0.0%
FJUN FT CBOE VEST U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $213 Shares 5,145 Est. Cost $41.44 Unrealized
NWL NEWELL BRANDS INC COM 0.1%
Value ($000) $213 Shares 24,496 Est. Cost $12.22 Unrealized -27.3%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $212 Shares 22,396 Est. Cost $10.20 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.1%
Value ($000) $210 Shares 1,408 Est. Cost $133.72 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM TORO COM 0.1%
Value ($000) $209 Shares 4,903 Est. Cost $38.12 Unrealized -1.2%
TGT TARGET CORP COM 0.1%
Value ($000) $205 Shares 1,555 Est. Cost $146.69 Unrealized -8.0%
AMCOR PLC ORD 0.1%
Value ($000) $205 Shares 20,530 Est. Cost $9.94 Unrealized -6.0%
BA BOEING CO COM 0.1%
Value ($000) $205 Shares 969 Est. Cost $207.77 Unrealized -0.0%
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED US BOND INDEX FUND 0.1%
Value ($000) $204 Shares 5,049 Est. Cost $40.73 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.1%
Value ($000) $204 Shares 7,587 Est. Cost $27.74 Unrealized 0.0%
CHIQ GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $201 Shares 11,140 Est. Cost $28.46 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.1%
Value ($000) $193 Shares 11,609 Est. Cost $13.97 Unrealized 0.0%
KEY KEYCORP COM 0.1%
Value ($000) $162 Shares 17,511 Est. Cost $9.00 Unrealized 0.0%
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $160 Shares 14,193 Est. Cost $10.55 Unrealized
AQN ALGONQUIN PWR UTILS CORP COM 0.1%
Value ($000) $139 Shares 16,617 Est. Cost $7.49 Unrealized -0.7%
BLACKROCK CAP INVT CORP COM 0.1%
Value ($000) $127 Shares 37,501 Est. Cost $3.38 Unrealized
GLADSTONE CAPITAL CORP COM 0.0%
Value ($000) $106 Shares 10,816 Est. Cost $9.76 Unrealized
RWT REDWOOD TRUST INC COM 0.0%
Value ($000) $87 Shares 13,625 Est. Cost $6.37 Unrealized
FS ENERGY AND POWER FUND NSA 0.0%
Value ($000) $65 Shares 17,173 Est. Cost $3.78 Unrealized
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $43 Shares 16,493 Est. Cost $2.00 Unrealized
LUFAX HOLDING LTD ADS REP SHS CL A 0.0%
Value ($000) $16 Shares 10,864 Est. Cost $1.43 Unrealized
THE BEACHBODY COMPANY INC COM CL A 0.0%
Value ($000) $8 Shares 20,063 Est. Cost $0.42 Unrealized
HHDS HIGHLANDS REIT INC COM 0.0%
Value ($000) $3 Shares 10,972 Est. Cost $0.28 Unrealized
HUMANIGEN INC COM NEW 0.0%
Value ($000) $3 Shares 17,000 Est. Cost $0.14 Unrealized
ZNERGY INC COM 0.0%
Value ($000) $0 Shares 32,000 Est. Cost $0.00 Unrealized