Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 25, 2024

Total Value ($000): $245,269 (100.0% shares, 0.0% debt)

Holdings (225)

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 6.5%
Value ($000) $15,837 Shares 265,678 Est. Cost $59.52 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND 4.1%
Value ($000) $9,952 Shares 197,271 Est. Cost $50.38 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 3.6%
Value ($000) $8,869 Shares 205,117 Est. Cost $43.84 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 3.5%
Value ($000) $8,531 Shares 490,004 Est. Cost $18.51 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 3.2%
Value ($000) $7,803 Shares 78,940 Est. Cost $85.41 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.9%
Value ($000) $7,165 Shares 13,722 Est. Cost $425.48 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 2.7%
Value ($000) $6,674 Shares 92,514 Est. Cost $73.75 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.3%
Value ($000) $5,570 Shares 26,736 Est. Cost $172.51 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 2.2%
Value ($000) $5,383 Shares 96,409 Est. Cost $48.44 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 2.0%
Value ($000) $4,785 Shares 57,279 Est. Cost $70.66 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 1.9%
Value ($000) $4,639 Shares 94,719 Est. Cost $49.26 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 1.7%
Value ($000) $4,146 Shares 48,776 Est. Cost $76.94 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1.4%
Value ($000) $3,504 Shares 21,383 Est. Cost $142.10 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.4%
Value ($000) $3,452 Shares 6,577 Est. Cost $492.15 Unrealized
BKLN INVESCO SENIOR LOAN ETF 1.4%
Value ($000) $3,434 Shares 162,436 Est. Cost $21.18 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 1.2%
Value ($000) $3,025 Shares 32,947 Est. Cost $91.54 Unrealized
GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF 1.2%
Value ($000) $2,853 Shares 28,492 Est. Cost $100.10 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND 1.1%
Value ($000) $2,817 Shares 48,896 Est. Cost $55.38 Unrealized
MSFT MICROSOFT CORP COM 1.1%
Value ($000) $2,755 Shares 6,488 Est. Cost $265.87 Unrealized +50.2%
SOFI SOFI TECHNOLOGIES INC COM 1.1%
Value ($000) $2,616 Shares 362,385 Est. Cost $9.26 Unrealized -14.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 1.1%
Value ($000) $2,575 Shares 6,129 Est. Cost $307.62 Unrealized +27.9%
QQQ INVESCO QQQ TRUST SERIES I 1.0%
Value ($000) $2,537 Shares 5,702 Est. Cost $356.79 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 1.0%
Value ($000) $2,424 Shares 45,304 Est. Cost $52.66 Unrealized
AAPL APPLE INC COM 1.0%
Value ($000) $2,338 Shares 13,750 Est. Cost $166.55 Unrealized +8.2%
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.9%
Value ($000) $2,330 Shares 72,153 Est. Cost $31.71 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.9%
Value ($000) $2,201 Shares 33,739 Est. Cost $65.71 Unrealized
AON AON PLC SHS CL A 0.9%
Value ($000) $2,126 Shares 6,450 Est. Cost $293.52 Unrealized +4.3%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.9%
Value ($000) $2,100 Shares 117,034 Est. Cost $16.80 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.8%
Value ($000) $2,026 Shares 34,883 Est. Cost $51.84 Unrealized
UAUG INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST 0.8%
Value ($000) $1,986 Shares 60,907 Est. Cost $29.57 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.8%
Value ($000) $1,958 Shares 21,941 Est. Cost $76.72 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.8%
Value ($000) $1,936 Shares 4,897 Est. Cost $349.24 Unrealized
NVDA NVIDIA CORPORATION COM 0.7%
Value ($000) $1,756 Shares 1,943 Est. Cost $39.67 Unrealized +82.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $1,717 Shares 18,048 Est. Cost $83.84 Unrealized
SFLR INNOVATOR EQUITY MANAGED FLOOR ETF 0.7%
Value ($000) $1,712 Shares 57,326 Est. Cost $27.21 Unrealized
TSLA TESLA INC COM 0.7%
Value ($000) $1,707 Shares 9,739 Est. Cost $213.88 Unrealized -8.7%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.7%
Value ($000) $1,604 Shares 38,286 Est. Cost $40.70 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.6%
Value ($000) $1,579 Shares 37,695 Est. Cost $41.97 Unrealized
MOMO HELLO GROUP INC ADS 0.6%
Value ($000) $1,482 Shares 235,254 Est. Cost $6.30 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $1,302 Shares 2,357 Est. Cost $498.15 Unrealized
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.5%
Value ($000) $1,293 Shares 57,254 Est. Cost $23.73 Unrealized
KVUE KENVUE INC COM 0.5%
Value ($000) $1,282 Shares 60,366 Est. Cost $20.74 Unrealized -9.1%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.5%
Value ($000) $1,241 Shares 19,382 Est. Cost $53.80 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.5%
Value ($000) $1,230 Shares 24,444 Est. Cost $48.40 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.5%
Value ($000) $1,224 Shares 28,730 Est. Cost $38.47 Unrealized
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.5%
Value ($000) $1,209 Shares 36,000 Est. Cost $33.59 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.5%
Value ($000) $1,205 Shares 4,314 Est. Cost $113.28 Unrealized +39.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.5%
Value ($000) $1,115 Shares 3,488 Est. Cost $138.96 Unrealized +120.3%
DIV GLOBAL X SUPERDIVIDEND US ETF 0.4%
Value ($000) $1,093 Shares 63,023 Est. Cost $18.40 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.4%
Value ($000) $1,081 Shares 31,299 Est. Cost $34.54 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.4%
Value ($000) $1,050 Shares 21,851 Est. Cost $47.67 Unrealized
MISL FIRST TRUST INDXX AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,035 Shares 38,345 Est. Cost $21.79 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.4%
Value ($000) $990 Shares 12,088 Est. Cost $81.90 Unrealized
JPXN ISHARES JPX-NIKKEI 400 ETF 0.4%
Value ($000) $979 Shares 13,241 Est. Cost $73.95 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value ($000) $947 Shares 41,413 Est. Cost $21.31 Unrealized 0.0%
DOUBLELINE INCOME SOLUTIONS FD COM 0.4%
Value ($000) $914 Shares 71,256 Est. Cost $11.87 Unrealized
AMAT APPLIED MATLS INC COM 0.4%
Value ($000) $909 Shares 4,354 Est. Cost $161.09 Unrealized +12.0%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.4%
Value ($000) $907 Shares 10,670 Est. Cost $85.02 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.4%
Value ($000) $907 Shares 25,407 Est. Cost $34.27 Unrealized
IOT SAMSARA INC COM CL A 0.4%
Value ($000) $900 Shares 25,000 Est. Cost $29.02 Unrealized +17.2%
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY 0.4%
Value ($000) $896 Shares 26,081 Est. Cost $34.35 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.4%
Value ($000) $894 Shares 8,083 Est. Cost $110.03 Unrealized
MMM 3M CO COM 0.4%
Value ($000) $886 Shares 9,423 Est. Cost $105.20 Unrealized -24.6%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.4%
Value ($000) $881 Shares 22,671 Est. Cost $38.84 Unrealized
LAM RESEARCH CORP COM 0.4%
Value ($000) $880 Shares 894 Est. Cost $879.47 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.4%
Value ($000) $879 Shares 43,492 Est. Cost $20.48 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.4%
Value ($000) $863 Shares 3,212 Est. Cost $247.80 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.4%
Value ($000) $861 Shares 27,970 Est. Cost $20.05 Unrealized +19.1%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $839 Shares 12,897 Est. Cost $70.11 Unrealized -12.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $836 Shares 4,966 Est. Cost $143.86 Unrealized
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT 0.3%
Value ($000) $831 Shares 48,952 Est. Cost $26.62 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.3%
Value ($000) $825 Shares 16,887 Est. Cost $48.56 Unrealized
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 0.3%
Value ($000) $809 Shares 38,964 Est. Cost $20.75 Unrealized
CFLT CONFLUENT INC CLASS A COM 0.3%
Value ($000) $806 Shares 27,000 Est. Cost $26.43 Unrealized +6.8%
SNOW SNOWFLAKE INC CL A 0.3%
Value ($000) $791 Shares 4,930 Est. Cost $185.50 Unrealized +4.5%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.3%
Value ($000) $791 Shares 19,990 Est. Cost $38.46 Unrealized
YYY AMPLIFY HIGH INCOME ETF 0.3%
Value ($000) $789 Shares 65,769 Est. Cost $11.66 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $781 Shares 4,864 Est. Cost $133.58 Unrealized +12.2%
PFE PFIZER INC COM 0.3%
Value ($000) $771 Shares 27,807 Est. Cost $32.99 Unrealized -25.3%
NOV NOV INC COM 0.3%
Value ($000) $770 Shares 39,061 Est. Cost $18.89 Unrealized -1.5%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.3%
Value ($000) $768 Shares 21,168 Est. Cost $39.69 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.3%
Value ($000) $764 Shares 7,592 Est. Cost $86.54 Unrealized
TSN TYSON FOODS INC CL A 0.3%
Value ($000) $758 Shares 13,106 Est. Cost $51.68 Unrealized -0.6%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value ($000) $750 Shares 14,161 Est. Cost $50.88 Unrealized -9.3%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.3%
Value ($000) $744 Shares 6,839 Est. Cost $97.16 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $743 Shares 5,679 Est. Cost $118.18 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.3%
Value ($000) $728 Shares 24,894 Est. Cost $29.25 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.3%
Value ($000) $724 Shares 14,175 Est. Cost $50.58 Unrealized
INRE INLAND REAL ESTATE INCOME TR I COM 0.3%
Value ($000) $692 Shares 36,117 Est. Cost $19.86 Unrealized
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $678 Shares 15,696 Est. Cost $35.52 Unrealized +0.5%
META META PLATFORMS INC CL A 0.3%
Value ($000) $673 Shares 1,369 Est. Cost $274.39 Unrealized +61.5%
IYE ISHARES U.S. ENERGY ETF 0.3%
Value ($000) $672 Shares 13,523 Est. Cost $44.22 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.3%
Value ($000) $669 Shares 3,648 Est. Cost $174.81 Unrealized 0.0%
BA BOEING CO COM 0.3%
Value ($000) $638 Shares 3,367 Est. Cost $205.48 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.3%
Value ($000) $632 Shares 15,833 Est. Cost $36.44 Unrealized -6.4%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $622 Shares 3,620 Est. Cost $131.51 Unrealized +12.9%
SMTH ALPS/SMITH CORE PLUS BOND ETF 0.2%
Value ($000) $604 Shares 23,652 Est. Cost $25.55 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $601 Shares 7,299 Est. Cost $82.29 Unrealized
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.2%
Value ($000) $589 Shares 21,679 Est. Cost $27.38 Unrealized
BCE BCE INC COM NEW 0.2%
Value ($000) $588 Shares 17,392 Est. Cost $32.49 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $584 Shares 4,808 Est. Cost $114.75 Unrealized -10.8%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $582 Shares 766 Est. Cost $487.39 Unrealized +44.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $579 Shares 4,095 Est. Cost $141.49 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value ($000) $578 Shares 7,928 Est. Cost $71.99 Unrealized 0.0%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $576 Shares 4,455 Est. Cost $118.85 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $555 Shares 30,138 Est. Cost $15.98 Unrealized 0.0%
ALTY GLOBAL X ALTERNATIVE INCOME ETF 0.2%
Value ($000) $552 Shares 47,864 Est. Cost $13.09 Unrealized
IHAK ISHARES CYBERSECURITY & TECH ETF 0.2%
Value ($000) $546 Shares 11,699 Est. Cost $40.44 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $542 Shares 5,926 Est. Cost $84.95 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $528 Shares 5,426 Est. Cost $97.06 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value ($000) $526 Shares 5,219 Est. Cost $100.26 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $518 Shares 8,988 Est. Cost $39.96 Unrealized +25.4%
IBB ISHARES BIOTECHNOLOGY ETF 0.2%
Value ($000) $517 Shares 3,779 Est. Cost $125.64 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION COM 0.2%
Value ($000) $499 Shares 32,675 Est. Cost $9.58 Unrealized +25.4%
FDX FEDEX CORP COM 0.2%
Value ($000) $478 Shares 1,705 Est. Cost $239.79 Unrealized 0.0%
BSM BLACK STONE MINERALS L P COM UNIT 0.2%
Value ($000) $477 Shares 29,636 Est. Cost $16.09 Unrealized
TRIN TRINITY CAP INC COM 0.2%
Value ($000) $475 Shares 32,789 Est. Cost $10.70 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $475 Shares 823 Est. Cost $565.56 Unrealized -1.4%
BTAL AGF U.S. MARKET NEUTRAL ANTI-BETA FUND 0.2%
Value ($000) $474 Shares 26,029 Est. Cost $18.21 Unrealized
EATON VANCE TAX MANAGED BUY W COM 0.2%
Value ($000) $469 Shares 36,292 Est. Cost $12.75 Unrealized
TUR ISHARES MSCI TURKEY ETF 0.2%
Value ($000) $468 Shares 12,813 Est. Cost $36.51 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $462 Shares 2,971 Est. Cost $141.98 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $459 Shares 2,909 Est. Cost $149.93 Unrealized +0.2%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.2%
Value ($000) $458 Shares 14,178 Est. Cost $33.65 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $445 Shares 19,737 Est. Cost $22.76 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $441 Shares 3,656 Est. Cost $108.21 Unrealized
PGNY PROGYNY INC COM 0.2%
Value ($000) $440 Shares 12,051 Est. Cost $35.70 Unrealized +5.9%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $430 Shares 10,179 Est. Cost $40.63 Unrealized 0.0%
XLSR SPDR SSGA U.S. SECTOR ROTATION ETF 0.2%
Value ($000) $426 Shares 8,563 Est. Cost $43.42 Unrealized
XME SPDR S&P METALS & MINING ETF 0.2%
Value ($000) $419 Shares 6,885 Est. Cost $53.66 Unrealized
HSY HERSHEY CO COM 0.2%
Value ($000) $419 Shares 2,112 Est. Cost $197.38 Unrealized -7.8%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $411 Shares 2,067 Est. Cost $137.47 Unrealized +26.3%
EIX EDISON INTL COM 0.2%
Value ($000) $410 Shares 5,815 Est. Cost $49.75 Unrealized +25.8%
OXY OCCIDENTAL PETE CORP COM 0.2%
Value ($000) $408 Shares 6,141 Est. Cost $58.69 Unrealized -1.9%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $404 Shares 2,234 Est. Cost $115.69 Unrealized +44.3%
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.2%
Value ($000) $398 Shares 16,368 Est. Cost $24.33 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $393 Shares 3,357 Est. Cost $97.49 Unrealized +0.6%
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.2%
Value ($000) $390 Shares 4,084 Est. Cost $110.09 Unrealized
T AT&T INC COM 0.2%
Value ($000) $389 Shares 22,231 Est. Cost $13.97 Unrealized +11.8%
RMIF LHA RISK-MANAGED INCOME ETF 0.2%
Value ($000) $383 Shares 15,244 Est. Cost $25.11 Unrealized
VANECK EGYPT INDEX ETF 0.2%
Value ($000) $381 Shares 17,792 Est. Cost $21.41 Unrealized
CCK CROWN HLDGS INC COM 0.2%
Value ($000) $377 Shares 4,751 Est. Cost $80.08 Unrealized 0.0%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.2%
Value ($000) $376 Shares 12,182 Est. Cost $30.43 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM 0.2%
Value ($000) $373 Shares 19,193 Est. Cost $19.89 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.2%
Value ($000) $372 Shares 5,623 Est. Cost $40.60 Unrealized +24.8%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.2%
Value ($000) $370 Shares 9,374 Est. Cost $28.10 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $367 Shares 6,304 Est. Cost $42.07 Unrealized +16.4%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $365 Shares 3,678 Est. Cost $102.97 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $362 Shares 501 Est. Cost $601.68 Unrealized +17.5%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $361 Shares 8,543 Est. Cost $33.53 Unrealized +7.1%
BX BLACKSTONE INC COM 0.1%
Value ($000) $356 Shares 2,715 Est. Cost $90.71 Unrealized +30.9%
SDIV GLOBAL X SUPERDIVIDEND ETF 0.1%
Value ($000) $349 Shares 16,161 Est. Cost $23.00 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.1%
Value ($000) $340 Shares 28,789 Est. Cost $7.83 Unrealized +30.4%
EOG EOG RES INC COM 0.1%
Value ($000) $340 Shares 2,619 Est. Cost $115.58 Unrealized -4.5%
CAG CONAGRA BRANDS INC COM 0.1%
Value ($000) $334 Shares 11,253 Est. Cost $28.25 Unrealized -9.0%
SSUS DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF 0.1%
Value ($000) $334 Shares 8,708 Est. Cost $36.28 Unrealized
AIR TRANSPORT SERVICES GRP INC COM 0.1%
Value ($000) $330 Shares 24,800 Est. Cost $27.26 Unrealized
OKTA OKTA INC CL A 0.1%
Value ($000) $329 Shares 3,175 Est. Cost $144.26 Unrealized -36.1%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.1%
Value ($000) $326 Shares 10,295 Est. Cost $22.60 Unrealized
ARI APOLLO COML REAL EST FIN INC COM 0.1%
Value ($000) $322 Shares 29,438 Est. Cost $11.35 Unrealized
GJAN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN 0.1%
Value ($000) $319 Shares 8,909 Est. Cost $35.84 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.1%
Value ($000) $319 Shares 10,024 Est. Cost $27.99 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $318 Shares 1,714 Est. Cost $185.67 Unrealized
TWO TWO HBRS INVT CORP COM 0.1%
Value ($000) $310 Shares 23,491 Est. Cost $13.83 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $310 Shares 7,801 Est. Cost $46.98 Unrealized
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.1%
Value ($000) $309 Shares 18,301 Est. Cost $17.01 Unrealized
ABRDN ASIA PACIFIC INCOME FUND COM 0.1%
Value ($000) $295 Shares 106,203 Est. Cost $2.70 Unrealized
LQDW ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF 0.1%
Value ($000) $286 Shares 9,826 Est. Cost $29.12 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $286 Shares 3,769 Est. Cost $75.75 Unrealized
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $275 Shares 180 Est. Cost $1636.68 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM TORO COM 0.1%
Value ($000) $272 Shares 5,403 Est. Cost $38.05 Unrealized +15.8%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $271 Shares 564 Est. Cost $479.81 Unrealized
EWW ISHARES MSCI MEXICO ETF 0.1%
Value ($000) $269 Shares 3,909 Est. Cost $50.27 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.1%
Value ($000) $265 Shares 7,936 Est. Cost $31.87 Unrealized -7.3%
INTC INTEL CORP COM 0.1%
Value ($000) $265 Shares 5,958 Est. Cost $38.37 Unrealized +14.8%
TLTW ISHARES 20 PLUS YEAR TREASURY BOND BUYWRITE STRATEGY ETF 0.1%
Value ($000) $264 Shares 10,055 Est. Cost $28.89 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $264 Shares 5,172 Est. Cost $42.35 Unrealized -1.3%
OGIG ALPS O'SHARES GLOBAL INTERNET GIANTS ETF 0.1%
Value ($000) $261 Shares 6,782 Est. Cost $38.46 Unrealized
REM ISHARES MORTGAGE REAL ESTATE ETF 0.1%
Value ($000) $259 Shares 11,290 Est. Cost $22.91 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $258 Shares 1,022 Est. Cost $179.97 Unrealized 0.0%
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.1%
Value ($000) $255 Shares 19,468 Est. Cost $14.52 Unrealized
SG SWEETGREEN INC COM CL A 0.1%
Value ($000) $252 Shares 9,940 Est. Cost $10.52 Unrealized +38.4%
VEEV VEEVA SYS INC CL A COM 0.1%
Value ($000) $248 Shares 1,078 Est. Cost $215.79 Unrealized 0.0%
TOST TOAST INC CL A 0.1%
Value ($000) $247 Shares 10,165 Est. Cost $19.75 Unrealized +4.8%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $247 Shares 4,636 Est. Cost $58.45 Unrealized -8.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $245 Shares 1,352 Est. Cost $181.53 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $245 Shares 4,370 Est. Cost $56.14 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $245 Shares 1,567 Est. Cost $143.27 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $245 Shares 4,203 Est. Cost $56.46 Unrealized 0.0%
AMCOR PLC ORD 0.1%
Value ($000) $242 Shares 25,657 Est. Cost $9.67 Unrealized -9.9%
QRMI GLOBAL X NASDAQ 100 RISK MANAGED INCOME ETF 0.1%
Value ($000) $241 Shares 13,818 Est. Cost $17.09 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $241 Shares 3,434 Est. Cost $60.59 Unrealized 0.0%
SUPER MICRO COMPUTER INC COM 0.1%
Value ($000) $241 Shares 232 Est. Cost $1038.01 Unrealized
PSFF PACER SWAN SOS FUND OF FUNDS ETF 0.1%
Value ($000) $240 Shares 8,881 Est. Cost $27.01 Unrealized
TWLO TWILIO INC CL A 0.1%
Value ($000) $235 Shares 3,766 Est. Cost $164.46 Unrealized -60.0%
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND HIGH YIELD VALUE SCORED 0.1%
Value ($000) $232 Shares 5,660 Est. Cost $40.72 Unrealized
NUVEEN S&P 500 BUY-WRITE INCOM COM 0.1%
Value ($000) $226 Shares 17,032 Est. Cost $13.61 Unrealized
BBDC BARINGS BDC INC COM 0.1%
Value ($000) $225 Shares 24,431 Est. Cost $5.62 Unrealized +29.9%
U UNITY SOFTWARE INC COM 0.1%
Value ($000) $225 Shares 8,465 Est. Cost $31.43 Unrealized 0.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.1%
Value ($000) $225 Shares 2,353 Est. Cost $95.58 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $223 Shares 831 Est. Cost $250.70 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $223 Shares 1,364 Est. Cost $128.95 Unrealized +17.4%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $221 Shares 3,048 Est. Cost $50.45 Unrealized +27.4%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $215 Shares 520 Est. Cost $317.74 Unrealized +17.2%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.1%
Value ($000) $215 Shares 13,973 Est. Cost $21.95 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value ($000) $214 Shares 1,041 Est. Cost $149.13 Unrealized
IRT INDEPENDENCE RLTY TR INC COM 0.1%
Value ($000) $212 Shares 13,574 Est. Cost $18.22 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.1%
Value ($000) $212 Shares 6,108 Est. Cost $34.68 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $212 Shares 2,705 Est. Cost $63.86 Unrealized +23.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $210 Shares 1,677 Est. Cost $112.35 Unrealized 0.0%
FFIV F5 INC COM 0.1%
Value ($000) $208 Shares 1,097 Est. Cost $184.50 Unrealized 0.0%
KREF KKR REAL ESTATE FIN TR INC COM 0.1%
Value ($000) $198 Shares 20,075 Est. Cost $12.17 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.1%
Value ($000) $194 Shares 42,991 Est. Cost $7.78 Unrealized
CION CION INVT CORP COM 0.1%
Value ($000) $193 Shares 17,386 Est. Cost $5.98 Unrealized +37.7%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.1%
Value ($000) $162 Shares 15,867 Est. Cost $11.05 Unrealized 0.0%
MPX MARINE PRODS CORP COM 0.1%
Value ($000) $160 Shares 13,794 Est. Cost $9.22 Unrealized -3.2%
ACRE ARES COML REAL ESTATE CORP COM 0.1%
Value ($000) $146 Shares 20,178 Est. Cost $10.08 Unrealized
PSEC PROSPECT CAP CORP COM 0.1%
Value ($000) $145 Shares 26,472 Est. Cost $4.34 Unrealized -1.9%
AQN ALGONQUIN PWR UTILS CORP COM 0.0%
Value ($000) $75 Shares 12,021 Est. Cost $7.39 Unrealized -24.8%
CIG CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD 0.0%
Value ($000) $41 Shares 16,522 Est. Cost $2.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 14,137 Est. Cost $4.28 Unrealized -63.5%
DWLAF DOWLAIS GROUP PLC SHS 0.0%
Value ($000) $20 Shares 21,336 Est. Cost $1.13 Unrealized -6.4%
SFRX SEAFARER EXPL CORP COM 0.0%
Value ($000) $0 Shares 17,371 Est. Cost $0.01 Unrealized 0.0%
KOIOS BEVERAGE CORP COM 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.03 Unrealized
HUMANIGEN INC COM 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.14 Unrealized