Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 6, 2025

Total Value ($000): $300,238 (100.0% shares, 0.0% debt)

Holdings (276)

FTSM FIRST TR EXCHANGE-TRADED FD 5.4%
Value ($000) $16,331 Shares 272,913 Est. Cost $59.55 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 3.5%
Value ($000) $10,505 Shares 239,623 Est. Cost $43.80 Unrealized
SPY SPDR S&P 500 ETF TR 3.0%
Value ($000) $9,027 Shares 16,137 Est. Cost $447.33 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 2.8%
Value ($000) $8,454 Shares 82,513 Est. Cost $85.84 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 2.7%
Value ($000) $8,067 Shares 137,806 Est. Cost $51.35 Unrealized
BND VANGUARD BD INDEX FDS 2.6%
Value ($000) $7,804 Shares 106,248 Est. Cost $73.59 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $7,217 Shares 215,421 Est. Cost $34.33 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $6,598 Shares 130,308 Est. Cost $50.46 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $5,495 Shares 111,775 Est. Cost $48.64 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.7%
Value ($000) $5,194 Shares 106,396 Est. Cost $49.23 Unrealized
IWR ISHARES TR 1.7%
Value ($000) $5,090 Shares 59,837 Est. Cost $71.17 Unrealized
IWM ISHARES TR 1.6%
Value ($000) $4,949 Shares 24,807 Est. Cost $175.37 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $4,200 Shares 46,853 Est. Cost $77.08 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $3,646 Shares 16,414 Est. Cost $174.30 Unrealized +32.4%
QQQ INVESCO QQQ TR 1.2%
Value ($000) $3,644 Shares 7,770 Est. Cost $400.60 Unrealized
UDEC INNOVATOR ETFS TRUST 1.2%
Value ($000) $3,599 Shares 104,938 Est. Cost $34.30 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $3,513 Shares 9,359 Est. Cost $328.07 Unrealized +23.5%
SFLR INNOVATOR ETFS TRUST 1.1%
Value ($000) $3,262 Shares 103,926 Est. Cost $29.23 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $3,256 Shares 17,115 Est. Cost $184.92 Unrealized +17.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,113 Shares 5,846 Est. Cost $317.08 Unrealized +53.3%
IVV ISHARES TR 1.0%
Value ($000) $3,034 Shares 5,399 Est. Cost $500.24 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $2,939 Shares 27,120 Est. Cost $102.32 Unrealized +23.8%
TLT ISHARES TR 0.9%
Value ($000) $2,681 Shares 29,451 Est. Cost $89.73 Unrealized
FEBM FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $2,645 Shares 92,952 Est. Cost $28.46 Unrealized
ZFEB INNOVATOR ETFS TRUST 0.8%
Value ($000) $2,502 Shares 105,765 Est. Cost $23.66 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.8%
Value ($000) $2,499 Shares 57,531 Est. Cost $42.06 Unrealized
VFLO VICTORY PORTFOLIOS II 0.8%
Value ($000) $2,430 Shares 70,875 Est. Cost $33.40 Unrealized
SMTH ALPS ETF TR 0.8%
Value ($000) $2,334 Shares 90,173 Est. Cost $25.82 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.8%
Value ($000) $2,257 Shares 50,623 Est. Cost $42.51 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,009 Shares 97,029 Est. Cost $21.15 Unrealized
NJUL INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,950 Shares 32,485 Est. Cost $60.03 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,936 Shares 33,874 Est. Cost $55.70 Unrealized
AON AON PLC 0.6%
Value ($000) $1,935 Shares 4,849 Est. Cost $293.49 Unrealized +30.0%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $1,821 Shares 17,724 Est. Cost $151.95 Unrealized -26.8%
SNOW SNOWFLAKE INC 0.6%
Value ($000) $1,798 Shares 12,304 Est. Cost $168.69 Unrealized +0.6%
QUAL ISHARES TR 0.6%
Value ($000) $1,745 Shares 10,214 Est. Cost $142.83 Unrealized
BALT INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,722 Shares 54,886 Est. Cost $30.58 Unrealized
QFLR INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,701 Shares 62,975 Est. Cost $27.47 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,697 Shares 9,959 Est. Cost $154.38 Unrealized +6.2%
DIA SPDR DOW JONES INDL AVERAGE 0.6%
Value ($000) $1,676 Shares 3,992 Est. Cost $355.58 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,638 Shares 38,864 Est. Cost $42.15 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,600 Shares 26,227 Est. Cost $54.27 Unrealized +2.2%
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,574 Shares 31,155 Est. Cost $52.10 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value ($000) $1,543 Shares 4,376 Est. Cost $250.25 Unrealized +52.3%
OXFORD LANE CAP CORP 0.5%
Value ($000) $1,534 Shares 324,971 Est. Cost $5.23 Unrealized
CELH CELSIUS HLDGS INC 0.5%
Value ($000) $1,474 Shares 41,371 Est. Cost $38.12 Unrealized -28.5%
MOAT VANECK ETF TRUST 0.5%
Value ($000) $1,458 Shares 16,567 Est. Cost $78.51 Unrealized
CLOA BLACKROCK ETF TRUST II 0.5%
Value ($000) $1,416 Shares 27,354 Est. Cost $51.86 Unrealized
JAAA JANUS DETROIT STR TR 0.5%
Value ($000) $1,415 Shares 27,910 Est. Cost $50.81 Unrealized
BA BOEING CO 0.5%
Value ($000) $1,410 Shares 8,266 Est. Cost $184.80 Unrealized -6.3%
TSLA TESLA INC 0.5%
Value ($000) $1,385 Shares 5,343 Est. Cost $257.84 Unrealized +29.3%
BX BLACKSTONE INC 0.4%
Value ($000) $1,296 Shares 9,271 Est. Cost $132.80 Unrealized +19.1%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,205 Shares 4,846 Est. Cost $239.40 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,179 Shares 6,908 Est. Cost $163.02 Unrealized +13.4%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,148 Shares 17,592 Est. Cost $74.07 Unrealized +4.9%
META META PLATFORMS INC 0.4%
Value ($000) $1,144 Shares 1,985 Est. Cost $360.24 Unrealized +78.6%
CFLT CONFLUENT INC 0.4%
Value ($000) $1,091 Shares 46,550 Est. Cost $27.74 Unrealized +4.4%
IGV ISHARES TR 0.4%
Value ($000) $1,090 Shares 12,250 Est. Cost $85.52 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.4%
Value ($000) $1,088 Shares 53,569 Est. Cost $20.03 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $1,078 Shares 10,901 Est. Cost $97.50 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,056 Shares 18,862 Est. Cost $60.65 Unrealized
MINT PIMCO ETF TR 0.3%
Value ($000) $1,050 Shares 10,438 Est. Cost $100.69 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.3%
Value ($000) $1,045 Shares 10,433 Est. Cost $100.12 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $1,043 Shares 5,471 Est. Cost $190.85 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,038 Shares 26,724 Est. Cost $38.85 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,035 Shares 22,467 Est. Cost $46.28 Unrealized
IOT SAMSARA INC 0.3%
Value ($000) $1,031 Shares 26,900 Est. Cost $44.68 Unrealized +4.2%
MBLY MOBILEYE GLOBAL INC 0.3%
Value ($000) $1,023 Shares 71,045 Est. Cost $19.79 Unrealized -17.4%
BXSL BLACKSTONE SECD LENDING FD 0.3%
Value ($000) $1,004 Shares 31,026 Est. Cost $21.18 Unrealized +40.0%
CRM SALESFORCE INC 0.3%
Value ($000) $992 Shares 3,697 Est. Cost $313.13 Unrealized -1.3%
RIVN RIVIAN AUTOMOTIVE INC 0.3%
Value ($000) $978 Shares 78,544 Est. Cost $13.14 Unrealized -4.2%
OBDC BLUE OWL CAPITAL CORPORATION 0.3%
Value ($000) $977 Shares 66,665 Est. Cost $11.29 Unrealized +18.9%
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $977 Shares 49,323 Est. Cost $18.71 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $972 Shares 1,177 Est. Cost $686.54 Unrealized +20.4%
ABRDN HEALTHCARE INVESTORS 0.3%
Value ($000) $931 Shares 57,317 Est. Cost $17.99 Unrealized
USIG ISHARES TR 0.3%
Value ($000) $916 Shares 17,926 Est. Cost $50.87 Unrealized
CAG CONAGRA BRANDS INC 0.3%
Value ($000) $911 Shares 34,148 Est. Cost $27.01 Unrealized -9.7%
HANCOCK JOHN FINL OPPTYS FD 0.3%
Value ($000) $904 Shares 26,505 Est. Cost $33.55 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $903 Shares 13,438 Est. Cost $74.47 Unrealized
ZS ZSCALER INC 0.3%
Value ($000) $899 Shares 4,532 Est. Cost $183.00 Unrealized +8.9%
ROYCE SMALL CAP TRUST INC 0.3%
Value ($000) $892 Shares 62,628 Est. Cost $14.78 Unrealized
ARCC ARES CAPITAL CORP 0.3%
Value ($000) $881 Shares 39,761 Est. Cost $17.97 Unrealized +16.0%
MELI MERCADOLIBRE INC 0.3%
Value ($000) $878 Shares 450 Est. Cost $1779.15 Unrealized +11.6%
BCSF BAIN CAP SPECIALTY FIN INC 0.3%
Value ($000) $869 Shares 52,361 Est. Cost $13.30 Unrealized +15.7%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.3%
Value ($000) $866 Shares 131,437 Est. Cost $8.41 Unrealized -12.7%
SOFI SOFI TECHNOLOGIES INC 0.3%
Value ($000) $865 Shares 74,407 Est. Cost $9.49 Unrealized +51.8%
GOOGL ALPHABET INC 0.3%
Value ($000) $864 Shares 5,585 Est. Cost $154.23 Unrealized +17.2%
KKR KKR & CO INC 0.3%
Value ($000) $852 Shares 7,370 Est. Cost $127.38 Unrealized +7.5%
SDIV GLOBAL X FDS 0.3%
Value ($000) $851 Shares 40,580 Est. Cost $22.26 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.3%
Value ($000) $833 Shares 39,046 Est. Cost $22.19 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $829 Shares 21,045 Est. Cost $39.50 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $826 Shares 22,459 Est. Cost $35.34 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $823 Shares 22,615 Est. Cost $34.95 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.3%
Value ($000) $822 Shares 101,437 Est. Cost $9.86 Unrealized
OWL BLUE OWL CAPITAL INC 0.3%
Value ($000) $822 Shares 41,000 Est. Cost $22.68 Unrealized -0.9%
GSY INVESCO ACTIVELY MANAGED EXC 0.3%
Value ($000) $820 Shares 16,357 Est. Cost $50.11 Unrealized
SPYI NEOS ETF TRUST 0.3%
Value ($000) $819 Shares 17,105 Est. Cost $48.58 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $811 Shares 8,678 Est. Cost $86.96 Unrealized
OKTA OKTA INC 0.3%
Value ($000) $809 Shares 7,688 Est. Cost $113.97 Unrealized -14.3%
NUVEEN PFD & INCOME OPPORTUN 0.3%
Value ($000) $803 Shares 100,914 Est. Cost $8.10 Unrealized
PIMCO CORPORATE & INCOME OPP 0.3%
Value ($000) $803 Shares 55,531 Est. Cost $14.50 Unrealized
PFFD GLOBAL X FDS 0.3%
Value ($000) $800 Shares 41,999 Est. Cost $20.05 Unrealized
AGNC AGNC INVT CORP 0.3%
Value ($000) $776 Shares 81,024 Est. Cost $10.53 Unrealized
GBDC GOLUB CAP BDC INC 0.3%
Value ($000) $772 Shares 51,003 Est. Cost $13.49 Unrealized +3.3%
SMH VANECK ETF TRUST 0.3%
Value ($000) $757 Shares 3,581 Est. Cost $244.82 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $735 Shares 3,017 Est. Cost $269.29 Unrealized -5.8%
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $735 Shares 5,370 Est. Cost $133.16 Unrealized +14.0%
FNK FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $719 Shares 14,251 Est. Cost $53.21 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $707 Shares 15,579 Est. Cost $35.71 Unrealized +10.8%
INTC INTEL CORP 0.2%
Value ($000) $704 Shares 31,011 Est. Cost $30.14 Unrealized -27.4%
DOUBLELINE INCOME SOLUTIONS 0.2%
Value ($000) $700 Shares 55,474 Est. Cost $11.94 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $694 Shares 13,402 Est. Cost $55.50 Unrealized
MAGS LISTED FD TR 0.2%
Value ($000) $692 Shares 15,093 Est. Cost $47.13 Unrealized
BLACKROCK RES & COMMODITIES 0.2%
Value ($000) $678 Shares 72,638 Est. Cost $9.32 Unrealized
CGBD CARLYLE SECURED LENDING INC 0.2%
Value ($000) $674 Shares 41,631 Est. Cost $14.44 Unrealized +8.8%
ARM ARM HOLDINGS PLC 0.2%
Value ($000) $673 Shares 6,300 Est. Cost $106.79 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $659 Shares 100,549 Est. Cost $7.05 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $655 Shares 25,636 Est. Cost $24.16 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $654 Shares 10,387 Est. Cost $57.89 Unrealized
BIL SPDR SER TR 0.2%
Value ($000) $646 Shares 7,043 Est. Cost $91.54 Unrealized
BITO PROSHARES TR 0.2%
Value ($000) $645 Shares 35,223 Est. Cost $21.12 Unrealized
OGN ORGANON & CO 0.2%
Value ($000) $643 Shares 43,215 Est. Cost $17.98 Unrealized -16.0%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $642 Shares 7,390 Est. Cost $101.78 Unrealized -5.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $640 Shares 8,912 Est. Cost $40.76 Unrealized +80.8%
FGD FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $638 Shares 26,345 Est. Cost $23.73 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.2%
Value ($000) $632 Shares 66,067 Est. Cost $10.02 Unrealized
IBB ISHARES TR 0.2%
Value ($000) $630 Shares 4,926 Est. Cost $132.35 Unrealized
T AT&T INC 0.2%
Value ($000) $629 Shares 22,228 Est. Cost $15.04 Unrealized +61.9%
BCE BCE INC 0.2%
Value ($000) $626 Shares 27,264 Est. Cost $30.97 Unrealized -28.8%
LQD ISHARES TR 0.2%
Value ($000) $625 Shares 5,749 Est. Cost $107.75 Unrealized
SLRC SLR INVESTMENT CORP 0.2%
Value ($000) $622 Shares 36,907 Est. Cost $13.52 Unrealized +14.5%
SGOV ISHARES TR 0.2%
Value ($000) $619 Shares 6,152 Est. Cost $100.46 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $619 Shares 7,578 Est. Cost $78.66 Unrealized
ZALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $614 Shares 20,635 Est. Cost $29.76 Unrealized
ALB ALBEMARLE CORP 0.2%
Value ($000) $605 Shares 8,400 Est. Cost $116.77 Unrealized -31.7%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $603 Shares 7,370 Est. Cost $80.90 Unrealized
MARM FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $585 Shares 18,650 Est. Cost $29.81 Unrealized
NU NU HLDGS LTD 0.2%
Value ($000) $584 Shares 57,019 Est. Cost $11.02 Unrealized +7.2%
FYX FIRST TR SML CP CORE ALPHA F 0.2%
Value ($000) $579 Shares 6,430 Est. Cost $99.53 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $579 Shares 5,864 Est. Cost $105.45 Unrealized +0.8%
XLSR SSGA ACTIVE TR 0.2%
Value ($000) $567 Shares 11,167 Est. Cost $46.17 Unrealized
BTAL AGF INVTS TR 0.2%
Value ($000) $557 Shares 26,738 Est. Cost $18.51 Unrealized
DIV GLOBAL X FDS 0.2%
Value ($000) $556 Shares 29,530 Est. Cost $18.40 Unrealized
JBBB JANUS DETROIT STR TR 0.2%
Value ($000) $555 Shares 11,401 Est. Cost $48.98 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $551 Shares 38,100 Est. Cost $14.65 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $549 Shares 14,874 Est. Cost $39.05 Unrealized -10.3%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $547 Shares 3,749 Est. Cost $148.45 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $546 Shares 1,062 Est. Cost $494.88 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $539 Shares 5,640 Est. Cost $66.35 Unrealized +64.2%
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $530 Shares 5,189 Est. Cost $99.27 Unrealized
DHDG FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $528 Shares 17,516 Est. Cost $30.17 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.2%
Value ($000) $521 Shares 88,202 Est. Cost $6.84 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.2%
Value ($000) $515 Shares 37,087 Est. Cost $14.17 Unrealized
S SENTINELONE INC 0.2%
Value ($000) $511 Shares 28,130 Est. Cost $22.61 Unrealized -4.0%
TOST TOAST INC 0.2%
Value ($000) $500 Shares 15,086 Est. Cost $22.97 Unrealized +63.0%
RYLD GLOBAL X FDS 0.2%
Value ($000) $494 Shares 32,697 Est. Cost $15.99 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $484 Shares 6,638 Est. Cost $71.41 Unrealized +0.9%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $474 Shares 3,672 Est. Cost $108.21 Unrealized
BIZD VANECK ETF TRUST 0.2%
Value ($000) $473 Shares 28,238 Est. Cost $16.58 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $469 Shares 2,269 Est. Cost $225.00 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $464 Shares 4,198 Est. Cost $110.17 Unrealized
MAIN MAIN STR CAP CORP 0.2%
Value ($000) $462 Shares 8,161 Est. Cost $49.96 Unrealized +19.0%
RMIF ETF SER SOLUTIONS 0.2%
Value ($000) $461 Shares 18,525 Est. Cost $25.12 Unrealized
PFFA ETFIS SER TR I 0.2%
Value ($000) $454 Shares 21,403 Est. Cost $22.64 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $453 Shares 9,175 Est. Cost $54.17 Unrealized -11.7%
HUM HUMANA INC 0.1%
Value ($000) $440 Shares 1,664 Est. Cost $308.51 Unrealized -13.5%
ECO OKEANIS ECO TANKERS COR 0.1%
Value ($000) $440 Shares 19,915 Est. Cost $22.30 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $440 Shares 1,793 Est. Cost $142.45 Unrealized +76.1%
QYLD GLOBAL X FDS 0.1%
Value ($000) $436 Shares 26,220 Est. Cost $16.63 Unrealized
TRIN TRINITY CAP INC 0.1%
Value ($000) $435 Shares 28,719 Est. Cost $10.82 Unrealized +22.7%
IQLT ISHARES TR 0.1%
Value ($000) $435 Shares 10,967 Est. Cost $38.37 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $432 Shares 1,415 Est. Cost $348.14 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $425 Shares 2,563 Est. Cost $148.65 Unrealized +2.6%
COWZ PACER FDS TR 0.1%
Value ($000) $420 Shares 7,674 Est. Cost $52.06 Unrealized
IXC ISHARES TR 0.1%
Value ($000) $417 Shares 9,905 Est. Cost $40.37 Unrealized
ABRDN HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $417 Shares 20,189 Est. Cost $21.80 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $414 Shares 13,471 Est. Cost $33.49 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $413 Shares 10,130 Est. Cost $38.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $408 Shares 819 Est. Cost $569.06 Unrealized -5.1%
GOVT ISHARES TR 0.1%
Value ($000) $404 Shares 17,556 Est. Cost $22.80 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value ($000) $399 Shares 14,923 Est. Cost $21.17 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $383 Shares 1,227 Est. Cost $290.41 Unrealized +0.9%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $375 Shares 592 Est. Cost $1020.92 Unrealized -33.0%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $375 Shares 12,053 Est. Cost $27.43 Unrealized +10.1%
FOUR SHIFT4 PMTS INC 0.1%
Value ($000) $374 Shares 4,582 Est. Cost $69.69 Unrealized +47.9%
SFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $371 Shares 15,133 Est. Cost $26.03 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $371 Shares 2,215 Est. Cost $209.82 Unrealized 0.0%
SKYW SKYWEST INC 0.1%
Value ($000) $360 Shares 4,126 Est. Cost $80.68 Unrealized +26.8%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $355 Shares 2,328 Est. Cost $149.11 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $352 Shares 3,922 Est. Cost $97.82 Unrealized -7.9%
CVSA ADTALEM GLOBAL ED INC 0.1%
Value ($000) $350 Shares 3,481 Est. Cost $83.62 Unrealized +19.3%
ORCL ORACLE CORP 0.1%
Value ($000) $348 Shares 2,486 Est. Cost $129.44 Unrealized +24.8%
ALTY GLOBAL X FDS 0.1%
Value ($000) $347 Shares 29,624 Est. Cost $13.06 Unrealized
EAT BRINKER INTL INC 0.1%
Value ($000) $346 Shares 2,324 Est. Cost $112.55 Unrealized +36.7%
SPTM SPDR SER TR 0.1%
Value ($000) $345 Shares 5,078 Est. Cost $53.80 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $345 Shares 370 Est. Cost $73.44 Unrealized +29.5%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $340 Shares 6,431 Est. Cost $47.44 Unrealized +28.4%
TWO TWO HBRS INVT CORP 0.1%
Value ($000) $337 Shares 25,213 Est. Cost $13.78 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $335 Shares 3,849 Est. Cost $72.24 Unrealized +5.4%
TWLO TWILIO INC 0.1%
Value ($000) $334 Shares 3,416 Est. Cost $119.10 Unrealized -0.5%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $330 Shares 2,544 Est. Cost $123.20 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $329 Shares 5,592 Est. Cost $50.41 Unrealized +8.8%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $329 Shares 3,581 Est. Cost $101.96 Unrealized -1.3%
IHAK ISHARES TR 0.1%
Value ($000) $328 Shares 6,988 Est. Cost $40.66 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $324 Shares 2,890 Est. Cost $66.61 Unrealized +50.9%
JXN JACKSON FINANCIAL INC 0.1%
Value ($000) $323 Shares 3,852 Est. Cost $44.03 Unrealized +95.0%
PPC PILGRIMS PRIDE CORP 0.1%
Value ($000) $321 Shares 5,897 Est. Cost $48.69 Unrealized +2.7%
HR HEALTHCARE RLTY TR 0.1%
Value ($000) $320 Shares 18,949 Est. Cost $17.83 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $319 Shares 9,320 Est. Cost $36.35 Unrealized +4.4%
CTO CTO RLTY GROWTH INC NEW 0.1%
Value ($000) $302 Shares 15,628 Est. Cost $19.05 Unrealized
CLS CELESTICA INC 0.1%
Value ($000) $301 Shares 3,813 Est. Cost $51.68 Unrealized +105.3%
ABRDN WORLD HEALTHCARE FUND 0.1%
Value ($000) $300 Shares 26,057 Est. Cost $11.05 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.1%
Value ($000) $297 Shares 22,490 Est. Cost $12.79 Unrealized
QBUF INNOVATOR ETFS TRUST 0.1%
Value ($000) $293 Shares 11,082 Est. Cost $25.53 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $291 Shares 35,417 Est. Cost $10.16 Unrealized 0.0%
IYK ISHARES TR 0.1%
Value ($000) $291 Shares 4,065 Est. Cost $65.59 Unrealized
XME SPDR SER TR 0.1%
Value ($000) $291 Shares 5,191 Est. Cost $53.72 Unrealized
KAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $286 Shares 9,280 Est. Cost $32.46 Unrealized
CM CANADIAN IMPERIAL BK COMM 0.1%
Value ($000) $286 Shares 5,073 Est. Cost $41.59 Unrealized +42.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $285 Shares 3,647 Est. Cost $64.56 Unrealized +20.3%
XEL XCEL ENERGY INC 0.1%
Value ($000) $283 Shares 4,002 Est. Cost $54.02 Unrealized +22.2%
REAVES UTIL INCOME FD 0.1%
Value ($000) $282 Shares 8,662 Est. Cost $32.74 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $279 Shares 1,093 Est. Cost $252.19 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $269 Shares 2,558 Est. Cost $104.29 Unrealized -7.2%
ABRDN ASIA PACIFIC INCOME FU 0.1%
Value ($000) $268 Shares 17,050 Est. Cost $17.40 Unrealized
GME GAMESTOP CORP NEW 0.1%
Value ($000) $266 Shares 11,933 Est. Cost $25.82 Unrealized +1.4%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $264 Shares 280 Est. Cost $609.62 Unrealized +59.2%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $264 Shares 1,579 Est. Cost $150.48 Unrealized 0.0%
XYLD GLOBAL X FDS 0.1%
Value ($000) $261 Shares 6,615 Est. Cost $39.49 Unrealized
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $261 Shares 9,288 Est. Cost $28.06 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $261 Shares 2,191 Est. Cost $98.13 Unrealized +9.3%
GOOG ALPHABET INC 0.1%
Value ($000) $260 Shares 1,662 Est. Cost $149.34 Unrealized +22.2%
TLTW ISHARES TR 0.1%
Value ($000) $259 Shares 10,756 Est. Cost $23.54 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.1%
Value ($000) $254 Shares 31,667 Est. Cost $10.64 Unrealized -18.5%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $253 Shares 13,158 Est. Cost $19.24 Unrealized +4.9%
CION CION INVT CORP 0.1%
Value ($000) $240 Shares 23,199 Est. Cost $7.31 Unrealized +34.8%
KHPI MANAGED PORTFOLIO SERIES 0.1%
Value ($000) $236 Shares 9,844 Est. Cost $23.96 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $235 Shares 3,931 Est. Cost $57.96 Unrealized 0.0%
REET ISHARES TR 0.1%
Value ($000) $235 Shares 9,680 Est. Cost $26.43 Unrealized
KB KB FINL GROUP INC 0.1%
Value ($000) $234 Shares 4,328 Est. Cost $56.70 Unrealized
FRO FRONTLINE PLC 0.1%
Value ($000) $233 Shares 15,721 Est. Cost $21.84 Unrealized -25.8%
JAJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $233 Shares 8,588 Est. Cost $27.17 Unrealized
BBDC BARINGS BDC INC 0.1%
Value ($000) $232 Shares 24,366 Est. Cost $5.62 Unrealized +56.1%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $232 Shares 1,342 Est. Cost $172.69 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $229 Shares 17,432 Est. Cost $13.59 Unrealized
NLR VANECK ETF TRUST 0.1%
Value ($000) $225 Shares 3,076 Est. Cost $81.34 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $224 Shares 410 Est. Cost $548.66 Unrealized +7.7%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $223 Shares 1,868 Est. Cost $100.34 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $223 Shares 4,414 Est. Cost $50.98 Unrealized
GCOW PACER FDS TR 0.1%
Value ($000) $221 Shares 5,969 Est. Cost $34.54 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $220 Shares 6,000 Est. Cost $33.59 Unrealized
AIR TRANSPORT SERVICES GRP I 0.1%
Value ($000) $220 Shares 9,800 Est. Cost $27.26 Unrealized
MMM 3M CO 0.1%
Value ($000) $219 Shares 1,494 Est. Cost $104.20 Unrealized +38.7%
PFE PFIZER INC 0.1%
Value ($000) $219 Shares 8,636 Est. Cost $28.97 Unrealized -14.7%
CPNG COUPANG INC 0.1%
Value ($000) $216 Shares 9,838 Est. Cost $23.24 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $213 Shares 1,019 Est. Cost $189.39 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $213 Shares 1,056 Est. Cost $218.15 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $212 Shares 1,093 Est. Cost $193.99 Unrealized
IEP ICAHN ENTERPRISES LP 0.1%
Value ($000) $211 Shares 23,339 Est. Cost $20.03 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $211 Shares 2,069 Est. Cost $102.18 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $210 Shares 1,268 Est. Cost $200.25 Unrealized -9.8%
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $207 Shares 8,214 Est. Cost $35.56 Unrealized -24.7%
FBRT FRANKLIN BSP RLTY TR INC 0.1%
Value ($000) $204 Shares 16,000 Est. Cost $14.52 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $201 Shares 1,500 Est. Cost $134.29 Unrealized
OGIG ALPS ETF TR 0.1%
Value ($000) $200 Shares 4,597 Est. Cost $45.94 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $192 Shares 10,163 Est. Cost $18.85 Unrealized
HRTG HERITAGE INSURANCE HLDGS INC 0.0%
Value ($000) $147 Shares 10,172 Est. Cost $11.54 Unrealized +4.1%
MORT VANECK ETF TRUST 0.0%
Value ($000) $145 Shares 13,013 Est. Cost $11.16 Unrealized
INTR INTER & CO INC 0.0%
Value ($000) $109 Shares 19,904 Est. Cost $5.58 Unrealized -8.7%
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $107 Shares 37,450 Est. Cost $4.60 Unrealized -28.7%
MPX MARINE PRODS CORP 0.0%
Value ($000) $99 Shares 11,771 Est. Cost $9.20 Unrealized -11.1%
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value ($000) $70 Shares 12,650 Est. Cost $5.56 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $55 Shares 14,144 Est. Cost $3.86 Unrealized
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value ($000) $43 Shares 11,924 Est. Cost $3.57 Unrealized +12.4%
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $38 Shares 21,440 Est. Cost $1.95 Unrealized
SANA SANA BIOTECHNOLOGY INC 0.0%
Value ($000) $36 Shares 21,675 Est. Cost $2.79 Unrealized 0.0%