Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 31, 2023

Total Value ($000): $220,312 (100.0% shares, 0.0% debt)

Holdings (220)

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 7.9%
Value ($000) $17,383 Shares 292,537 Est. Cost $59.52 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 5.8%
Value ($000) $12,841 Shares 255,895 Est. Cost $50.38 Unrealized
SPY SPDR S&P 500 ETF TRUST 3.6%
Value ($000) $7,974 Shares 18,653 Est. Cost $425.48 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 3.4%
Value ($000) $7,533 Shares 471,716 Est. Cost $18.65 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 3.0%
Value ($000) $6,541 Shares 71,239 Est. Cost $91.54 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 2.7%
Value ($000) $5,886 Shares 139,965 Est. Cost $43.90 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 2.5%
Value ($000) $5,552 Shares 68,457 Est. Cost $83.62 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 2.1%
Value ($000) $4,626 Shares 66,292 Est. Cost $74.16 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 1.9%
Value ($000) $4,171 Shares 59,947 Est. Cost $69.91 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.8%
Value ($000) $4,027 Shares 22,681 Est. Cost $167.42 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 1.7%
Value ($000) $3,800 Shares 51,607 Est. Cost $76.94 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 1.6%
Value ($000) $3,590 Shares 76,004 Est. Cost $47.67 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1.5%
Value ($000) $3,282 Shares 71,429 Est. Cost $47.09 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $3,167 Shares 10,030 Est. Cost $265.87 Unrealized +22.1%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 1.4%
Value ($000) $3,107 Shares 58,016 Est. Cost $54.96 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 1.2%
Value ($000) $2,675 Shares 58,879 Est. Cost $39.97 Unrealized
UAUG INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST 1.1%
Value ($000) $2,524 Shares 88,067 Est. Cost $28.66 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 1.1%
Value ($000) $2,513 Shares 7,173 Est. Cost $307.62 Unrealized +15.3%
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 1.0%
Value ($000) $2,231 Shares 22,281 Est. Cost $100.02 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.9%
Value ($000) $2,053 Shares 5,731 Est. Cost $355.79 Unrealized
NVDA NVIDIA CORPORATION COM 0.9%
Value ($000) $2,037 Shares 4,684 Est. Cost $22.23 Unrealized +101.4%
AAPL APPLE INC COM 0.9%
Value ($000) $1,995 Shares 11,655 Est. Cost $155.31 Unrealized +16.7%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.9%
Value ($000) $1,979 Shares 26,097 Est. Cost $75.17 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.9%
Value ($000) $1,967 Shares 5,873 Est. Cost $349.24 Unrealized
AON AON PLC SHS CL A 0.9%
Value ($000) $1,929 Shares 5,950 Est. Cost $290.95 Unrealized +11.8%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.9%
Value ($000) $1,919 Shares 51,323 Est. Cost $41.97 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.8%
Value ($000) $1,868 Shares 111,379 Est. Cost $16.77 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $1,800 Shares 55,533 Est. Cost $33.53 Unrealized -13.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value ($000) $1,621 Shares 11,441 Est. Cost $143.86 Unrealized
TSLA TESLA INC COM 0.7%
Value ($000) $1,612 Shares 6,442 Est. Cost $207.09 Unrealized +24.0%
AMD ADVANCED MICRO DEVICES INC COM 0.7%
Value ($000) $1,541 Shares 14,984 Est. Cost $93.10 Unrealized +16.6%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.7%
Value ($000) $1,502 Shares 92,753 Est. Cost $18.40 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.7%
Value ($000) $1,435 Shares 28,206 Est. Cost $50.57 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.6%
Value ($000) $1,409 Shares 10,652 Est. Cost $133.13 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.6%
Value ($000) $1,409 Shares 176,290 Est. Cost $10.65 Unrealized -17.4%
COWZ PACER US CASH COWS 100 ETF 0.6%
Value ($000) $1,381 Shares 27,933 Est. Cost $46.88 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.6%
Value ($000) $1,378 Shares 6,136 Est. Cost $233.93 Unrealized
T AT&T INC COM 0.6%
Value ($000) $1,354 Shares 90,143 Est. Cost $13.97 Unrealized -7.3%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.6%
Value ($000) $1,271 Shares 24,217 Est. Cost $53.80 Unrealized
LOUP INNOVATOR DEEPWATER FRONTIER TECH ETF 0.6%
Value ($000) $1,215 Shares 34,215 Est. Cost $35.51 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $1,196 Shares 13,507 Est. Cost $86.54 Unrealized
TSN TYSON FOODS INC CL A 0.5%
Value ($000) $1,173 Shares 23,231 Est. Cost $53.66 Unrealized -8.8%
SHV ISHARES SHORT TREASURY BOND ETF 0.5%
Value ($000) $1,156 Shares 10,464 Est. Cost $110.03 Unrealized
MMM 3M CO COM 0.5%
Value ($000) $1,140 Shares 12,172 Est. Cost $105.20 Unrealized -24.4%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.5%
Value ($000) $1,119 Shares 11,520 Est. Cost $97.16 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.5%
Value ($000) $1,104 Shares 38,659 Est. Cost $31.06 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.5%
Value ($000) $1,096 Shares 29,710 Est. Cost $37.72 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.5%
Value ($000) $1,094 Shares 39,341 Est. Cost $27.80 Unrealized
ORCL ORACLE CORP COM 0.5%
Value ($000) $1,087 Shares 10,266 Est. Cost $112.78 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $1,067 Shares 2,706 Est. Cost $400.77 Unrealized
FXN FIRST TRUST ENERGY ALPHADEX FUND 0.5%
Value ($000) $1,065 Shares 61,159 Est. Cost $17.42 Unrealized
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 0.5%
Value ($000) $1,064 Shares 53,591 Est. Cost $19.86 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.5%
Value ($000) $1,059 Shares 4,516 Est. Cost $95.38 Unrealized +24.1%
KVUE KENVUE INC COM 0.5%
Value ($000) $1,059 Shares 52,717 Est. Cost $21.04 Unrealized 0.0%
META META PLATFORMS INC CL A 0.5%
Value ($000) $1,033 Shares 3,441 Est. Cost $274.39 Unrealized +9.0%
MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $972 Shares 44,620 Est. Cost $21.79 Unrealized
FRANKLIN BSP LENDING CORP COM 0.4%
Value ($000) $961 Shares 132,423 Est. Cost $7.28 Unrealized
ADBE ADOBE INC COM 0.4%
Value ($000) $903 Shares 1,771 Est. Cost $524.63 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $888 Shares 5,701 Est. Cost $150.73 Unrealized +1.7%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $888 Shares 6,085 Est. Cost $132.52 Unrealized +8.8%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.4%
Value ($000) $878 Shares 52,055 Est. Cost $23.22 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value ($000) $845 Shares 52,815 Est. Cost $10.98 Unrealized +45.0%
GOVT ISHARES U.S. TREASURY BOND ETF 0.4%
Value ($000) $837 Shares 37,998 Est. Cost $22.77 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $816 Shares 6,234 Est. Cost $128.39 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.4%
Value ($000) $814 Shares 19,925 Est. Cost $39.96 Unrealized +1.8%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.4%
Value ($000) $803 Shares 56,605 Est. Cost $9.58 Unrealized +8.7%
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.4%
Value ($000) $781 Shares 37,870 Est. Cost $24.53 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.3%
Value ($000) $770 Shares 65,687 Est. Cost $11.83 Unrealized
SNOW SNOWFLAKE INC CL A 0.3%
Value ($000) $753 Shares 4,926 Est. Cost $191.83 Unrealized -15.1%
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $720 Shares 1,668 Est. Cost $414.03 Unrealized
BX BLACKSTONE INC COM 0.3%
Value ($000) $719 Shares 6,706 Est. Cost $90.71 Unrealized +7.4%
INRE INLAND REAL ESTATE INCOME TR I COM 0.3%
Value ($000) $717 Shares 36,117 Est. Cost $19.86 Unrealized
ALTY GLOBAL X ALTERNATIVE INCOME ETF 0.3%
Value ($000) $713 Shares 66,273 Est. Cost $13.09 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $709 Shares 1,552 Est. Cost $469.27 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.3%
Value ($000) $692 Shares 22,937 Est. Cost $33.65 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.3%
Value ($000) $683 Shares 22,027 Est. Cost $34.31 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.3%
Value ($000) $681 Shares 34,446 Est. Cost $30.62 Unrealized
YYY AMPLIFY HIGH INCOME ETF 0.3%
Value ($000) $672 Shares 60,474 Est. Cost $11.64 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $657 Shares 19,816 Est. Cost $33.70 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.3%
Value ($000) $657 Shares 24,008 Est. Cost $19.36 Unrealized +10.3%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.3%
Value ($000) $654 Shares 19,455 Est. Cost $38.49 Unrealized
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $646 Shares 18,611 Est. Cost $35.97 Unrealized
SFLR INNOVATOR EQUITY MANAGED FLOOR ETF 0.3%
Value ($000) $623 Shares 24,283 Est. Cost $25.66 Unrealized
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.3%
Value ($000) $614 Shares 10,294 Est. Cost $74.91 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.3%
Value ($000) $607 Shares 20,500 Est. Cost $29.73 Unrealized +12.7%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $603 Shares 14,673 Est. Cost $45.94 Unrealized -11.9%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.3%
Value ($000) $593 Shares 19,305 Est. Cost $30.43 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $586 Shares 3,500 Est. Cost $129.43 Unrealized +20.1%
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $581 Shares 4,008 Est. Cost $137.47 Unrealized +3.5%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $577 Shares 7,114 Est. Cost $116.22 Unrealized -28.2%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $573 Shares 5,400 Est. Cost $116.67 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.3%
Value ($000) $562 Shares 16,734 Est. Cost $40.76 Unrealized
ARI APOLLO COML REAL EST FIN INC COM 0.2%
Value ($000) $548 Shares 52,316 Est. Cost $11.35 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.2%
Value ($000) $545 Shares 18,686 Est. Cost $27.71 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.2%
Value ($000) $543 Shares 10,027 Est. Cost $58.53 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $540 Shares 1,067 Est. Cost $565.56 Unrealized -6.5%
SAFT SAFETY INS GROUP INC COM 0.2%
Value ($000) $538 Shares 7,889 Est. Cost $86.40 Unrealized -19.5%
ILF ISHARES LATIN AMERICA 40 ETF 0.2%
Value ($000) $535 Shares 20,948 Est. Cost $25.39 Unrealized
AIR TRANSPORT SERVICES GRP INC COM 0.2%
Value ($000) $518 Shares 24,800 Est. Cost $27.26 Unrealized
GJUL FT CBOE VEST US EQUITY MODERATE BUFFER ETF - JULY 0.2%
Value ($000) $511 Shares 17,062 Est. Cost $29.94 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $500 Shares 15,076 Est. Cost $38.90 Unrealized -21.4%
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $499 Shares 4,083 Est. Cost $125.64 Unrealized
WPC WP CAREY INC COM 0.2%
Value ($000) $499 Shares 9,044 Est. Cost $67.44 Unrealized
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $490 Shares 4,631 Est. Cost $141.69 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.2%
Value ($000) $480 Shares 13,126 Est. Cost $30.45 Unrealized
PSEC PROSPECT CAP CORP COM 0.2%
Value ($000) $472 Shares 77,291 Est. Cost $4.35 Unrealized -0.3%
TLTW ISHARES TR 20 PLUS YEAR TR BD 0.2%
Value ($000) $471 Shares 16,303 Est. Cost $28.89 Unrealized
IHAK ISHARES CYBERSECURITY & TECH ETF 0.2%
Value ($000) $469 Shares 12,170 Est. Cost $40.44 Unrealized
EQNR EQUINOR ASA SPONSORED ADR 0.2%
Value ($000) $465 Shares 14,194 Est. Cost $28.43 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $455 Shares 848 Est. Cost $343.40 Unrealized +47.6%
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.2%
Value ($000) $449 Shares 13,168 Est. Cost $35.51 Unrealized
SDIV GLOBAL X SUPERDIVIDEND ETF 0.2%
Value ($000) $446 Shares 20,343 Est. Cost $23.00 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $445 Shares 1,633 Est. Cost $285.84 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.2%
Value ($000) $433 Shares 4,828 Est. Cost $81.05 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $424 Shares 9,222 Est. Cost $36.55 Unrealized +25.0%
KREF KKR REAL ESTATE FIN TR INC COM 0.2%
Value ($000) $415 Shares 33,730 Est. Cost $12.60 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $409 Shares 3,963 Est. Cost $108.21 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.2%
Value ($000) $407 Shares 3,348 Est. Cost $126.48 Unrealized -4.2%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.2%
Value ($000) $398 Shares 4,366 Est. Cost $110.09 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.2%
Value ($000) $392 Shares 32,728 Est. Cost $12.78 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.2%
Value ($000) $391 Shares 10,117 Est. Cost $46.98 Unrealized
CION CION INVT CORP COM 0.2%
Value ($000) $389 Shares 36,638 Est. Cost $5.98 Unrealized +25.2%
ALLY ALLY FINL INC COM 0.2%
Value ($000) $384 Shares 14,409 Est. Cost $29.22 Unrealized -12.3%
OKTA OKTA INC CL A 0.2%
Value ($000) $382 Shares 4,693 Est. Cost $144.26 Unrealized -47.4%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $376 Shares 1,804 Est. Cost $221.21 Unrealized
EIX EDISON INTL COM 0.2%
Value ($000) $375 Shares 5,930 Est. Cost $49.75 Unrealized +25.4%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $372 Shares 3,954 Est. Cost $96.48 Unrealized
LQDW ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF 0.2%
Value ($000) $369 Shares 11,720 Est. Cost $31.52 Unrealized
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $368 Shares 6,298 Est. Cost $96.64 Unrealized -32.8%
PFFD GLOBAL X U.S. PREFERRED ETF 0.2%
Value ($000) $368 Shares 19,557 Est. Cost $21.05 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.2%
Value ($000) $364 Shares 11,864 Est. Cost $27.99 Unrealized
PGNY PROGYNY INC COM 0.2%
Value ($000) $361 Shares 10,625 Est. Cost $36.17 Unrealized +4.4%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $360 Shares 3,713 Est. Cost $102.97 Unrealized
XME SPDR S&P METALS & MINING ETF 0.2%
Value ($000) $359 Shares 6,832 Est. Cost $53.41 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.2%
Value ($000) $357 Shares 8,985 Est. Cost $36.52 Unrealized
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 0.2%
Value ($000) $355 Shares 4,006 Est. Cost $88.69 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.2%
Value ($000) $345 Shares 15,013 Est. Cost $24.20 Unrealized 0.0%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.2%
Value ($000) $344 Shares 10,081 Est. Cost $35.79 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.2%
Value ($000) $343 Shares 5,266 Est. Cost $58.70 Unrealized +2.7%
DOW DOW INC COM 0.2%
Value ($000) $332 Shares 6,448 Est. Cost $42.07 Unrealized +10.1%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $325 Shares 14,593 Est. Cost $32.17 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $322 Shares 639 Est. Cost $436.96 Unrealized +7.5%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $321 Shares 2,524 Est. Cost $115.69 Unrealized +15.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $320 Shares 1,495 Est. Cost $88.41 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $320 Shares 5,827 Est. Cost $50.45 Unrealized +15.9%
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $320 Shares 17,198 Est. Cost $23.34 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $318 Shares 6,645 Est. Cost $55.01 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $310 Shares 7,201 Est. Cost $36.33 Unrealized +0.3%
JHG JANUS HENDERSON GROUP PLC ORD SHS 0.1%
Value ($000) $308 Shares 11,920 Est. Cost $23.86 Unrealized +14.6%
S SENTINELONE INC CL A 0.1%
Value ($000) $307 Shares 18,210 Est. Cost $18.29 Unrealized -13.6%
BA BOEING CO COM 0.1%
Value ($000) $305 Shares 1,590 Est. Cost $212.08 Unrealized +3.2%
LUMN LUMEN TECHNOLOGIES INC COM 0.1%
Value ($000) $302 Shares 212,543 Est. Cost $4.40 Unrealized -61.5%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $301 Shares 5,182 Est. Cost $57.64 Unrealized -5.7%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $296 Shares 2,519 Est. Cost $97.29 Unrealized +3.8%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $296 Shares 723 Est. Cost $429.77 Unrealized -3.4%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $293 Shares 9,644 Est. Cost $28.10 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM 0.1%
Value ($000) $290 Shares 15,404 Est. Cost $20.01 Unrealized
TWLO TWILIO INC CL A 0.1%
Value ($000) $290 Shares 4,947 Est. Cost $166.06 Unrealized -62.5%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.1%
Value ($000) $289 Shares 6,684 Est. Cost $44.28 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $284 Shares 3,501 Est. Cost $85.00 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $283 Shares 7,957 Est. Cost $34.22 Unrealized 0.0%
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.1%
Value ($000) $282 Shares 20,768 Est. Cost $14.52 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.1%
Value ($000) $280 Shares 5,848 Est. Cost $48.48 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.1%
Value ($000) $279 Shares 8,289 Est. Cost $34.17 Unrealized
ACRE ARES COML REAL ESTATE CORP COM 0.1%
Value ($000) $278 Shares 28,218 Est. Cost $10.50 Unrealized
TWO TWO HBRS INVT CORP COM 0.1%
Value ($000) $277 Shares 20,899 Est. Cost $13.88 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $276 Shares 1,585 Est. Cost $191.24 Unrealized -8.5%
HSY HERSHEY CO COM 0.1%
Value ($000) $270 Shares 1,350 Est. Cost $208.68 Unrealized 0.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $266 Shares 4,516 Est. Cost $69.48 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.1%
Value ($000) $266 Shares 10,751 Est. Cost $21.49 Unrealized
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $263 Shares 9,508 Est. Cost $29.90 Unrealized -7.0%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $260 Shares 3,826 Est. Cost $73.99 Unrealized -10.4%
ABRDN ASIA PACIFIC INCOME FUND COM 0.1%
Value ($000) $260 Shares 106,203 Est. Cost $2.70 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $259 Shares 1,622 Est. Cost $149.13 Unrealized
TOST TOAST INC CL A 0.1%
Value ($000) $256 Shares 13,675 Est. Cost $20.49 Unrealized +6.0%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $256 Shares 9,331 Est. Cost $28.86 Unrealized -6.2%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $256 Shares 2,304 Est. Cost $127.34 Unrealized -13.6%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.1%
Value ($000) $255 Shares 10,609 Est. Cost $24.00 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.1%
Value ($000) $250 Shares 2,484 Est. Cost $100.20 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value ($000) $249 Shares 5,052 Est. Cost $49.16 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $246 Shares 3,341 Est. Cost $75.03 Unrealized
STNE STONECO LTD COM CL A 0.1%
Value ($000) $246 Shares 23,057 Est. Cost $9.77 Unrealized
BBDC BARINGS BDC INC COM 0.1%
Value ($000) $244 Shares 27,429 Est. Cost $5.62 Unrealized +15.8%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $243 Shares 4,214 Est. Cost $59.24 Unrealized -6.8%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.1%
Value ($000) $234 Shares 14,258 Est. Cost $20.44 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $232 Shares 183 Est. Cost $1271.76 Unrealized 0.0%
EWW ISHARES MSCI MEXICO ETF 0.1%
Value ($000) $227 Shares 3,900 Est. Cost $49.57 Unrealized
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.1%
Value ($000) $221 Shares 11,680 Est. Cost $18.70 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $220 Shares 6,459 Est. Cost $37.33 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.1%
Value ($000) $220 Shares 17,032 Est. Cost $13.61 Unrealized
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.1%
Value ($000) $220 Shares 5,237 Est. Cost $40.95 Unrealized
LMND LEMONADE INC COM 0.1%
Value ($000) $216 Shares 18,610 Est. Cost $16.04 Unrealized 0.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $216 Shares 3,183 Est. Cost $67.73 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $215 Shares 808 Est. Cost $244.33 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.1%
Value ($000) $214 Shares 12,562 Est. Cost $17.06 Unrealized
NWL NEWELL BRANDS INC COM 0.1%
Value ($000) $214 Shares 23,720 Est. Cost $12.22 Unrealized -26.7%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $213 Shares 22,520 Est. Cost $10.20 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.1%
Value ($000) $212 Shares 3,837 Est. Cost $77.61 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $211 Shares 3,211 Est. Cost $65.57 Unrealized
CM CANADIAN IMPERIAL BK COMM TORO COM 0.1%
Value ($000) $209 Shares 5,403 Est. Cost $38.05 Unrealized -1.8%
FJUN FT CBOE VEST U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $209 Shares 5,145 Est. Cost $41.44 Unrealized
AMCOR PLC ORD 0.1%
Value ($000) $206 Shares 22,484 Est. Cost $9.83 Unrealized -11.3%
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED US BOND INDEX FUND 0.1%
Value ($000) $205 Shares 5,166 Est. Cost $40.71 Unrealized
QRMI GLOBAL X NASDAQ 100 RISK MANAGED INCOME ETF 0.1%
Value ($000) $205 Shares 12,012 Est. Cost $17.05 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $203 Shares 1,792 Est. Cost $117.67 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.1%
Value ($000) $203 Shares 4,432 Est. Cost $44.14 Unrealized
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 0.1%
Value ($000) $202 Shares 4,894 Est. Cost $41.27 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.1%
Value ($000) $193 Shares 13,574 Est. Cost $18.22 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $151 Shares 26,974 Est. Cost $9.56 Unrealized
BLACKROCK CAP INVT CORP COM 0.1%
Value ($000) $143 Shares 37,501 Est. Cost $3.38 Unrealized
OUTFRONT MEDIA INC COM 0.1%
Value ($000) $132 Shares 12,666 Est. Cost $10.40 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $125 Shares 10,027 Est. Cost $10.81 Unrealized +2.6%
AQN ALGONQUIN PWR UTILS CORP COM 0.1%
Value ($000) $114 Shares 18,931 Est. Cost $7.39 Unrealized -9.6%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $100 Shares 13,822 Est. Cost $7.48 Unrealized 0.0%
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $40 Shares 16,521 Est. Cost $2.00 Unrealized
THE BEACHBODY COMPANY INC COM CL A 0.0%
Value ($000) $13 Shares 43,063 Est. Cost $0.35 Unrealized
LUFAX HOLDING LTD ADS REP SHS CL A 0.0%
Value ($000) $12 Shares 10,864 Est. Cost $1.43 Unrealized
KOIOS BEVERAGE CORP COM NEW 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.03 Unrealized
HUMANIGEN INC COM NEW 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.14 Unrealized
ZNERGY INC COM 0.0%
Value ($000) $0 Shares 32,000 Est. Cost $0.00 Unrealized