Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Dec 23, 2025

Total Value ($000): $372,879 (100.0% shares, 0.0% debt)

Holdings (319)

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 3.5%
Value ($000) $13,223 Shares 220,716 Est. Cost $59.55 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 2.7%
Value ($000) $10,176 Shares 229,095 Est. Cost $43.80 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 2.4%
Value ($000) $9,112 Shares 135,470 Est. Cost $51.89 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 2.3%
Value ($000) $8,525 Shares 91,042 Est. Cost $85.04 Unrealized
BND VANGUARD BD INDEX FDS 2.2%
Value ($000) $8,281 Shares 111,347 Est. Cost $73.61 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 2.2%
Value ($000) $8,064 Shares 212,111 Est. Cost $34.38 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $7,046 Shares 10,577 Est. Cost $447.33 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 1.9%
Value ($000) $6,902 Shares 136,061 Est. Cost $50.47 Unrealized
QQQ INVESCO QQQ TR 1.8%
Value ($000) $6,865 Shares 11,434 Est. Cost $457.14 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $6,644 Shares 9,927 Est. Cost $556.85 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $6,533 Shares 150,491 Est. Cost $42.98 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 1.8%
Value ($000) $6,527 Shares 131,094 Est. Cost $48.79 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 1.7%
Value ($000) $6,214 Shares 53,192 Est. Cost $85.84 Unrealized
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $5,684 Shares 30,463 Est. Cost $104.91 Unrealized +66.1%
IWR ISHARES TR 1.5%
Value ($000) $5,632 Shares 58,333 Est. Cost $71.74 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.5%
Value ($000) $5,627 Shares 113,769 Est. Cost $49.25 Unrealized
IWM ISHARES TR 1.3%
Value ($000) $4,968 Shares 20,531 Est. Cost $176.98 Unrealized
XLP SELECT SECTOR SPDR TR 1.3%
Value ($000) $4,918 Shares 62,757 Est. Cost $78.40 Unrealized
TLT ISHARES TR 1.3%
Value ($000) $4,710 Shares 52,699 Est. Cost $89.26 Unrealized
UDEC INNOVATOR ETFS TRUST 1.2%
Value ($000) $4,553 Shares 118,671 Est. Cost $34.56 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $4,445 Shares 20,242 Est. Cost $191.27 Unrealized +18.3%
QUAL ISHARES TR 1.2%
Value ($000) $4,383 Shares 22,534 Est. Cost $164.88 Unrealized
SFLR INNOVATOR ETFS TRUST 1.2%
Value ($000) $4,366 Shares 121,190 Est. Cost $30.07 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $4,089 Shares 16,057 Est. Cost $180.27 Unrealized +25.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,851 Shares 7,660 Est. Cost $359.57 Unrealized +34.7%
MSFT MICROSOFT CORP 0.9%
Value ($000) $3,464 Shares 6,687 Est. Cost $328.07 Unrealized +55.1%
VFLO VICTORY PORTFOLIOS II 0.9%
Value ($000) $3,377 Shares 90,055 Est. Cost $34.11 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.9%
Value ($000) $3,353 Shares 126,915 Est. Cost $12.65 Unrealized +87.6%
LLY ELI LILLY & CO 0.9%
Value ($000) $3,291 Shares 4,313 Est. Cost $740.41 Unrealized +0.2%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.8%
Value ($000) $3,074 Shares 62,349 Est. Cost $50.63 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.8%
Value ($000) $2,903 Shares 15,916 Est. Cost $137.12 Unrealized +18.2%
SPYI NEOS ETF TRUST 0.7%
Value ($000) $2,751 Shares 52,601 Est. Cost $51.13 Unrealized
MOAT VANECK ETF TRUST 0.7%
Value ($000) $2,548 Shares 25,711 Est. Cost $84.99 Unrealized
VPLS VANGUARD MALVERN FDS 0.7%
Value ($000) $2,522 Shares 32,078 Est. Cost $77.87 Unrealized
QFLR INNOVATOR ETFS TRUST 0.7%
Value ($000) $2,490 Shares 75,100 Est. Cost $28.54 Unrealized
KHPI MANAGED PORTFOLIO SERIES 0.7%
Value ($000) $2,470 Shares 96,738 Est. Cost $25.30 Unrealized
SPYM SPDR SERIES TRUST 0.6%
Value ($000) $2,409 Shares 30,756 Est. Cost $78.34 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,375 Shares 51,352 Est. Cost $42.78 Unrealized
NJAN INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,249 Shares 42,290 Est. Cost $50.85 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $2,173 Shares 6,623 Est. Cost $305.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $2,087 Shares 6,045 Est. Cost $352.31 Unrealized -15.1%
SNOW SNOWFLAKE INC 0.6%
Value ($000) $2,075 Shares 9,199 Est. Cost $168.69 Unrealized +27.3%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,051 Shares 13,348 Est. Cost $155.11 Unrealized -0.1%
AVGO BROADCOM INC 0.5%
Value ($000) $1,978 Shares 5,997 Est. Cost $214.91 Unrealized +42.3%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.5%
Value ($000) $1,948 Shares 34,123 Est. Cost $55.75 Unrealized
JTEK JPMORGAN U.S. TECH LEADERS ETF 0.5%
Value ($000) $1,906 Shares 20,724 Est. Cost $78.14 Unrealized
BALT INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,900 Shares 57,879 Est. Cost $31.27 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.5%
Value ($000) $1,817 Shares 3,917 Est. Cost $355.58 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,804 Shares 69,780 Est. Cost $24.77 Unrealized
AON AON PLC 0.5%
Value ($000) $1,765 Shares 4,949 Est. Cost $294.86 Unrealized +22.6%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,758 Shares 39,998 Est. Cost $39.81 Unrealized +6.8%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $1,756 Shares 10,856 Est. Cost $151.95 Unrealized +6.2%
META META PLATFORMS INC 0.4%
Value ($000) $1,672 Shares 2,276 Est. Cost $396.25 Unrealized +87.6%
TSPY ETF OPPORTUNITIES TRUST 0.4%
Value ($000) $1,646 Shares 64,312 Est. Cost $25.60 Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $1,629 Shares 7,998 Est. Cost $166.31 Unrealized +15.1%
IGV ISHARES TR 0.4%
Value ($000) $1,616 Shares 14,047 Est. Cost $88.81 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $1,610 Shares 9,426 Est. Cost $132.92 Unrealized +27.5%
RIVN RIVIAN AUTOMOTIVE INC 0.4%
Value ($000) $1,558 Shares 106,126 Est. Cost $13.23 Unrealized +1.3%
TSLA TESLA INC 0.4%
Value ($000) $1,528 Shares 3,436 Est. Cost $257.84 Unrealized +34.5%
CLOA BLACKROCK ETF TRUST II 0.4%
Value ($000) $1,487 Shares 28,619 Est. Cost $51.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $1,469 Shares 2,465 Est. Cost $573.95 Unrealized
MBLY MOBILEYE GLOBAL INC 0.4%
Value ($000) $1,417 Shares 100,324 Est. Cost $18.37 Unrealized -19.0%
PIMCO CORPORATE & INCOME OPP 0.4%
Value ($000) $1,373 Shares 95,106 Est. Cost $14.19 Unrealized
SGOV ISHARES TR 0.4%
Value ($000) $1,373 Shares 13,637 Est. Cost $100.59 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,371 Shares 20,444 Est. Cost $73.33 Unrealized -4.1%
FYX FIRST TR EXCHANGE-TRADED ALP 0.4%
Value ($000) $1,353 Shares 12,414 Est. Cost $102.11 Unrealized
TARGET CORP 0.4%
Value ($000) $1,346 Shares 15,000 Est. Cost Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.4%
Value ($000) $1,341 Shares 66,335 Est. Cost $19.84 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $1,324 Shares 4,708 Est. Cost $201.29 Unrealized +26.3%
IQLT ISHARES TR 0.3%
Value ($000) $1,291 Shares 29,216 Est. Cost $41.44 Unrealized
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $1,290 Shares 65,140 Est. Cost $18.80 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,271 Shares 60,731 Est. Cost $21.15 Unrealized
CRWV COREWEAVE INC 0.3%
Value ($000) $1,233 Shares 9,007 Est. Cost $118.31 Unrealized 0.0%
OKTA OKTA INC 0.3%
Value ($000) $1,167 Shares 12,725 Est. Cost $106.10 Unrealized -12.0%
CPNG COUPANG INC 0.3%
Value ($000) $1,166 Shares 36,215 Est. Cost $25.18 Unrealized +20.0%
PIMCO DYNAMIC INCOME OPRNTS 0.3%
Value ($000) $1,144 Shares 81,005 Est. Cost $13.97 Unrealized
WCMI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,139 Shares 67,500 Est. Cost $15.91 Unrealized
RYLD GLOBAL X FDS 0.3%
Value ($000) $1,126 Shares 74,813 Est. Cost $15.40 Unrealized
MINT PIMCO ETF TR 0.3%
Value ($000) $1,107 Shares 10,991 Est. Cost $100.69 Unrealized
JAAA JANUS DETROIT STR TR 0.3%
Value ($000) $1,093 Shares 21,529 Est. Cost $50.81 Unrealized
SMTH ALPS ETF TR 0.3%
Value ($000) $1,085 Shares 41,490 Est. Cost $25.82 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,078 Shares 14,184 Est. Cost $62.64 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,074 Shares 7,988 Est. Cost $107.77 Unrealized
QYLD GLOBAL X FDS 0.3%
Value ($000) $1,054 Shares 61,967 Est. Cost $16.70 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $1,037 Shares 22,147 Est. Cost $39.77 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.3%
Value ($000) $1,008 Shares 10,061 Est. Cost $100.12 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.3%
Value ($000) $1,008 Shares 44,248 Est. Cost $22.23 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $985 Shares 4,589 Est. Cost $198.70 Unrealized +0.8%
OBDC BLUE OWL CAPITAL CORPORATION 0.3%
Value ($000) $980 Shares 76,773 Est. Cost $11.56 Unrealized +16.1%
USIG ISHARES TR 0.3%
Value ($000) $979 Shares 18,750 Est. Cost $50.91 Unrealized
GME GAMESTOP CORP NEW 0.3%
Value ($000) $969 Shares 35,518 Est. Cost $26.44 Unrealized -10.3%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $958 Shares 9,777 Est. Cost $78.13 Unrealized +19.7%
PFFD GLOBAL X FDS 0.2%
Value ($000) $911 Shares 46,902 Est. Cost $19.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $911 Shares 20,195 Est. Cost $50.89 Unrealized -10.6%
BCSF BAIN CAP SPECIALTY FIN INC 0.2%
Value ($000) $895 Shares 62,778 Est. Cost $13.41 Unrealized +4.7%
TGT TARGET CORP 0.2%
Value ($000) $859 Shares 9,579 Est. Cost $96.73 Unrealized 0.0%
ABRDN HEALTHCARE INVESTORS 0.2%
Value ($000) $857 Shares 46,442 Est. Cost $18.00 Unrealized
NU NU HLDGS LTD 0.2%
Value ($000) $831 Shares 51,889 Est. Cost $11.06 Unrealized +26.2%
BLACKROCK RES & COMMODITIES 0.2%
Value ($000) $823 Shares 80,973 Est. Cost $9.38 Unrealized
ROYCE SMALL CAP TRUST INC 0.2%
Value ($000) $823 Shares 51,034 Est. Cost $14.80 Unrealized
XYLD GLOBAL X FDS 0.2%
Value ($000) $822 Shares 20,945 Est. Cost $39.14 Unrealized
SG SWEETGREEN INC 0.2%
Value ($000) $817 Shares 102,319 Est. Cost $13.19 Unrealized -17.6%
GLDM WORLD GOLD TR 0.2%
Value ($000) $814 Shares 10,641 Est. Cost $65.79 Unrealized
JPIE JPMORGAN INCOME ETF 0.2%
Value ($000) $797 Shares 17,166 Est. Cost $46.34 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $796 Shares 125,609 Est. Cost $6.93 Unrealized
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $794 Shares 58,034 Est. Cost $13.54 Unrealized +3.5%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $791 Shares 13,750 Est. Cost $55.60 Unrealized
BITO PROSHARES TR 0.2%
Value ($000) $788 Shares 40,061 Est. Cost $20.98 Unrealized
NEOS ENHANCED INCOME CREDIT SELECT ETF 0.2%
Value ($000) $774 Shares 15,270 Est. Cost $50.71 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.2%
Value ($000) $751 Shares 9,931 Est. Cost $75.58 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $750 Shares 26,079 Est. Cost $23.73 Unrealized
DE DEERE & CO 0.2%
Value ($000) $749 Shares 1,637 Est. Cost $489.64 Unrealized 0.0%
GJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $740 Shares 17,757 Est. Cost $40.02 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $739 Shares 4,972 Est. Cost $67.54 Unrealized +100.7%
APP APPLOVIN CORP 0.2%
Value ($000) $738 Shares 1,027 Est. Cost $362.47 Unrealized +27.2%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $728 Shares 8,650 Est. Cost $81.20 Unrealized
LYFT LYFT INC 0.2%
Value ($000) $726 Shares 32,992 Est. Cost $16.73 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $726 Shares 29,270 Est. Cost $24.27 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.2%
Value ($000) $714 Shares 87,033 Est. Cost $8.09 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $706 Shares 17,412 Est. Cost $35.85 Unrealized
S SENTINELONE INC 0.2%
Value ($000) $703 Shares 39,927 Est. Cost $21.28 Unrealized -15.7%
BXSL BLACKSTONE SECD LENDING FD 0.2%
Value ($000) $697 Shares 26,746 Est. Cost $22.38 Unrealized +26.7%
HANCOCK JOHN FINL OPPTYS FD 0.2%
Value ($000) $696 Shares 19,333 Est. Cost $33.55 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $695 Shares 2,861 Est. Cost $154.46 Unrealized +35.4%
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $693 Shares 5,200 Est. Cost $133.16 Unrealized +5.7%
FDX FEDEX CORP 0.2%
Value ($000) $688 Shares 2,917 Est. Cost $269.29 Unrealized -15.2%
SDIV GLOBAL X FDS 0.2%
Value ($000) $679 Shares 28,327 Est. Cost $22.26 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.2%
Value ($000) $674 Shares 127,145 Est. Cost $6.41 Unrealized
XLSR SSGA ACTIVE TR 0.2%
Value ($000) $673 Shares 11,297 Est. Cost $46.17 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $663 Shares 1,082 Est. Cost $507.87 Unrealized
FTQI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $661 Shares 32,074 Est. Cost $19.39 Unrealized
ALB ALBEMARLE CORP 0.2%
Value ($000) $657 Shares 8,100 Est. Cost $116.77 Unrealized -34.4%
KBWD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $649 Shares 48,004 Est. Cost $14.45 Unrealized
SLRC SLR INVESTMENT CORP 0.2%
Value ($000) $648 Shares 42,394 Est. Cost $13.76 Unrealized +12.8%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $639 Shares 1,303 Est. Cost $250.25 Unrealized +81.7%
IOT SAMSARA INC 0.2%
Value ($000) $626 Shares 16,800 Est. Cost $44.68 Unrealized -16.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $626 Shares 7,462 Est. Cost $40.76 Unrealized +97.4%
MAGS LISTED FDS TR 0.2%
Value ($000) $625 Shares 9,634 Est. Cost $48.45 Unrealized
SSRM SSR MINING IN 0.2%
Value ($000) $616 Shares 25,253 Est. Cost $16.92 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $608 Shares 29,783 Est. Cost $18.07 Unrealized +18.0%
GOCT FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $607 Shares 15,835 Est. Cost $36.56 Unrealized
MARM FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $606 Shares 18,595 Est. Cost $29.81 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.2%
Value ($000) $603 Shares 59,535 Est. Cost $10.03 Unrealized
MOBILEYE GLOBAL INC 0.2%
Value ($000) $600 Shares 42,500 Est. Cost Unrealized
AGNC AGNC INVT CORP 0.2%
Value ($000) $594 Shares 60,724 Est. Cost $10.50 Unrealized
JBBB JANUS DETROIT STR TR 0.2%
Value ($000) $593 Shares 12,304 Est. Cost $48.93 Unrealized
BIL SPDR SERIES TRUST 0.2%
Value ($000) $580 Shares 6,326 Est. Cost $91.54 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $572 Shares 4,056 Est. Cost $110.81 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $572 Shares 6,399 Est. Cost $86.96 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $571 Shares 4,991 Est. Cost $105.45 Unrealized +10.9%
CLS CELESTICA INC 0.2%
Value ($000) $567 Shares 2,302 Est. Cost $51.68 Unrealized +290.1%
IBB ISHARES TR 0.2%
Value ($000) $560 Shares 3,879 Est. Cost $132.35 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $547 Shares 3,267 Est. Cost $106.37 Unrealized +20.2%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $540 Shares 11,428 Est. Cost $51.89 Unrealized -13.8%
DIV GLOBAL X FDS 0.1%
Value ($000) $531 Shares 30,016 Est. Cost $18.38 Unrealized
TOST TOAST INC 0.1%
Value ($000) $530 Shares 14,519 Est. Cost $25.77 Unrealized +68.5%
BA BOEING CO 0.1%
Value ($000) $515 Shares 2,388 Est. Cost $184.80 Unrealized +22.0%
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $508 Shares 10,110 Est. Cost $50.12 Unrealized
EZPW EZCORP INC 0.1%
Value ($000) $507 Shares 26,634 Est. Cost $14.45 Unrealized +8.4%
FPX FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $500 Shares 3,009 Est. Cost $151.41 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $499 Shares 4,513 Est. Cost $110.19 Unrealized
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $497 Shares 1,462 Est. Cost $174.59 Unrealized +62.6%
CVSA ADTALEM GLOBAL ED INC 0.1%
Value ($000) $496 Shares 3,212 Est. Cost $87.33 Unrealized +46.6%
CGBD CARLYLE SECURED LENDING INC 0.1%
Value ($000) $485 Shares 38,812 Est. Cost $14.20 Unrealized -9.2%
ABRDN HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $484 Shares 27,990 Est. Cost $20.65 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $478 Shares 11,180 Est. Cost $34.95 Unrealized
QYLG GLOBAL X FDS 0.1%
Value ($000) $478 Shares 16,299 Est. Cost $27.91 Unrealized
PFFA ETFIS SER TR I 0.1%
Value ($000) $476 Shares 21,936 Est. Cost $22.62 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $476 Shares 25,977 Est. Cost $26.30 Unrealized -29.0%
GOOG ALPHABET INC 0.1%
Value ($000) $474 Shares 1,947 Est. Cost $157.35 Unrealized +33.4%
LRN STRIDE INC 0.1%
Value ($000) $473 Shares 3,176 Est. Cost $146.61 Unrealized 0.0%
BIZD VANECK ETF TRUST 0.1%
Value ($000) $470 Shares 31,485 Est. Cost $16.47 Unrealized
ZALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $470 Shares 14,744 Est. Cost $29.76 Unrealized
RYLG GLOBAL X FDS 0.1%
Value ($000) $468 Shares 20,754 Est. Cost $21.27 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $468 Shares 4,198 Est. Cost $107.82 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $467 Shares 13,911 Est. Cost $30.14 Unrealized -19.6%
POWL POWELL INDS INC 0.1%
Value ($000) $462 Shares 1,517 Est. Cost $253.93 Unrealized 0.0%
BLBD BLUE BIRD CORP 0.1%
Value ($000) $460 Shares 8,001 Est. Cost $52.18 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $457 Shares 1,449 Est. Cost $145.20 Unrealized +103.8%
FOUR SHIFT4 PMTS INC 0.1%
Value ($000) $455 Shares 5,876 Est. Cost $74.46 Unrealized +24.8%
COWZ PACER FDS TR 0.1%
Value ($000) $454 Shares 7,903 Est. Cost $53.15 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $453 Shares 2,444 Est. Cost $149.12 Unrealized +13.7%
NLR VANECK ETF TRUST 0.1%
Value ($000) $451 Shares 3,324 Est. Cost $85.02 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $443 Shares 9,033 Est. Cost $63.45 Unrealized 0.0%
VISN COMMSCOPE HLDG CO INC 0.1%
Value ($000) $438 Shares 28,294 Est. Cost $12.98 Unrealized 0.0%
IVE ISHARES TR 0.1%
Value ($000) $437 Shares 2,117 Est. Cost $190.85 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $435 Shares 1,543 Est. Cost $281.02 Unrealized +2.0%
CALM CAL MAINE FOODS INC 0.1%
Value ($000) $435 Shares 4,619 Est. Cost $103.42 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $427 Shares 6,720 Est. Cost $50.06 Unrealized +29.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $424 Shares 1,397 Est. Cost $291.78 Unrealized +3.3%
CCL CARNIVAL CORP 0.1%
Value ($000) $420 Shares 14,519 Est. Cost $21.40 Unrealized +41.1%
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $417 Shares 8,700 Est. Cost $37.00 Unrealized +29.0%
POCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $414 Shares 9,594 Est. Cost $39.10 Unrealized
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $413 Shares 5,819 Est. Cost $72.04 Unrealized 0.0%
BCE BCE INC 0.1%
Value ($000) $410 Shares 17,522 Est. Cost $30.97 Unrealized -24.1%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $410 Shares 1,464 Est. Cost $271.03 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $409 Shares 341 Est. Cost $73.44 Unrealized +66.2%
TLTW ISHARES TR 0.1%
Value ($000) $405 Shares 17,343 Est. Cost $23.45 Unrealized
JXN JACKSON FINANCIAL INC 0.1%
Value ($000) $405 Shares 4,003 Est. Cost $45.25 Unrealized +103.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $396 Shares 4,738 Est. Cost $88.13 Unrealized 0.0%
QBUF INNOVATOR ETFS TRUST 0.1%
Value ($000) $395 Shares 13,751 Est. Cost $26.01 Unrealized
DXPE DXP ENTERPRISES INC 0.1%
Value ($000) $395 Shares 3,315 Est. Cost $111.77 Unrealized 0.0%
GCOW PACER FDS TR 0.1%
Value ($000) $393 Shares 9,920 Est. Cost $36.18 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $391 Shares 16,910 Est. Cost $22.80 Unrealized
EPR EPR PPTYS 0.1%
Value ($000) $391 Shares 6,734 Est. Cost $58.01 Unrealized
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $389 Shares 31,671 Est. Cost $11.95 Unrealized
SKYW SKYWEST INC 0.1%
Value ($000) $387 Shares 3,851 Est. Cost $111.71 Unrealized 0.0%
VICI VICI PPTYS INC 0.1%
Value ($000) $385 Shares 11,807 Est. Cost $32.06 Unrealized 0.0%
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $381 Shares 4,729 Est. Cost $53.80 Unrealized
OMF ONEMAIN HLDGS INC 0.1%
Value ($000) $379 Shares 6,713 Est. Cost $59.02 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $377 Shares 408 Est. Cost $720.01 Unrealized +32.9%
SMH VANECK ETF TRUST 0.1%
Value ($000) $374 Shares 1,146 Est. Cost $244.82 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $371 Shares 3,888 Est. Cost $65.75 Unrealized +43.8%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $370 Shares 2,656 Est. Cost $147.39 Unrealized
ABRDN WORLD HEALTHCARE FUND 0.1%
Value ($000) $368 Shares 29,203 Est. Cost $11.00 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $368 Shares 3,314 Est. Cost $73.09 Unrealized +53.6%
DFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $368 Shares 7,901 Est. Cost $42.15 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $366 Shares 1,144 Est. Cost $254.86 Unrealized
XME SPDR SERIES TRUST 0.1%
Value ($000) $365 Shares 3,916 Est. Cost $53.72 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $361 Shares 7,794 Est. Cost $41.07 Unrealized
ALEX ALEXANDER & BALDWIN INC NEW 0.1%
Value ($000) $355 Shares 19,524 Est. Cost $18.19 Unrealized
SHIP SEANERGY MARITIME HLDGS CORP 0.1%
Value ($000) $355 Shares 42,919 Est. Cost $8.26 Unrealized
ALTY GLOBAL X FDS 0.1%
Value ($000) $353 Shares 29,730 Est. Cost $13.05 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value ($000) $344 Shares 13,694 Est. Cost $21.17 Unrealized
EAT BRINKER INTL INC 0.1%
Value ($000) $341 Shares 2,695 Est. Cost $156.07 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $341 Shares 146 Est. Cost $1779.15 Unrealized +34.9%
SGDJ SPROTT ETF TRUST 0.1%
Value ($000) $337 Shares 4,690 Est. Cost $49.72 Unrealized
LTC LTC PPTYS INC 0.1%
Value ($000) $335 Shares 9,077 Est. Cost $36.86 Unrealized
REAVES UTIL INCOME FD 0.1%
Value ($000) $333 Shares 8,399 Est. Cost $33.09 Unrealized
CM CANADIAN IMPERIAL BANK OF CO 0.1%
Value ($000) $331 Shares 4,137 Est. Cost $41.59 Unrealized +80.9%
CRM SALESFORCE INC 0.1%
Value ($000) $329 Shares 1,389 Est. Cost $295.80 Unrealized -15.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $328 Shares 4,072 Est. Cost $54.32 Unrealized +31.3%
JOET VIRTUS ETF TR II 0.1%
Value ($000) $328 Shares 7,635 Est. Cost $41.06 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $321 Shares 1,138 Est. Cost $225.00 Unrealized
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $314 Shares 7,740 Est. Cost $38.69 Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $312 Shares 925 Est. Cost $339.07 Unrealized 0.0%
IMAX IMAX CORP 0.1%
Value ($000) $311 Shares 9,508 Est. Cost $28.35 Unrealized 0.0%
MEG MONTROSE ENVIRONMENTAL GROUP 0.1%
Value ($000) $308 Shares 11,209 Est. Cost $26.13 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $308 Shares 10,895 Est. Cost $15.04 Unrealized +86.6%
MRK MERCK & CO INC 0.1%
Value ($000) $300 Shares 3,572 Est. Cost $95.91 Unrealized -15.5%
PEP PEPSICO INC 0.1%
Value ($000) $298 Shares 2,125 Est. Cost $140.43 Unrealized 0.0%
TYLG GLOBAL X FDS 0.1%
Value ($000) $296 Shares 8,280 Est. Cost $35.76 Unrealized
MET METLIFE INC 0.1%
Value ($000) $294 Shares 3,570 Est. Cost $75.92 Unrealized +2.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $293 Shares 1,039 Est. Cost $239.40 Unrealized +8.4%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $291 Shares 2,834 Est. Cost $101.96 Unrealized +0.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $290 Shares 364 Est. Cost $549.05 Unrealized +33.8%
CELH CELSIUS HLDGS INC 0.1%
Value ($000) $289 Shares 5,028 Est. Cost $38.12 Unrealized +37.2%
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $289 Shares 3,348 Est. Cost $86.30 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $289 Shares 3,414 Est. Cost $88.57 Unrealized 0.0%
NJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $288 Shares 4,056 Est. Cost $71.11 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $285 Shares 4,135 Est. Cost $68.86 Unrealized
SFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $285 Shares 9,802 Est. Cost $29.11 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $285 Shares 1,154 Est. Cost $247.12 Unrealized
GFLW VICTORY PORTFOLIOS II 0.1%
Value ($000) $285 Shares 9,928 Est. Cost $28.68 Unrealized
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $284 Shares 10,171 Est. Cost $33.43 Unrealized -19.7%
ECO OKEANIS ECO TANKERS COR 0.1%
Value ($000) $283 Shares 9,657 Est. Cost $22.30 Unrealized +16.8%
JMOM JPMORGAN U.S. MOMENTUM FACTOR ETF 0.1%
Value ($000) $282 Shares 4,152 Est. Cost $64.96 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.1%
Value ($000) $279 Shares 19,575 Est. Cost $12.83 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $278 Shares 5,519 Est. Cost $56.46 Unrealized -12.4%
ABRDN ASIA PACIFIC INCOME FU 0.1%
Value ($000) $278 Shares 17,050 Est. Cost $17.40 Unrealized
OGIG ALPS O'SHARES GLOBAL INTERNET GIANTS ETF 0.1%
Value ($000) $274 Shares 4,766 Est. Cost $46.90 Unrealized
RMIF ETF SER SOLUTIONS 0.1%
Value ($000) $274 Shares 10,947 Est. Cost $25.12 Unrealized
INTU INTUIT 0.1%
Value ($000) $273 Shares 400 Est. Cost $719.44 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $273 Shares 773 Est. Cost $380.44 Unrealized -5.7%
ECC EAGLE POINT CREDIT COMPANY I 0.1%
Value ($000) $270 Shares 40,888 Est. Cost $9.86 Unrealized
HHH HOWARD HUGHES HOLDINGS INC 0.1%
Value ($000) $268 Shares 3,257 Est. Cost $74.06 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $265 Shares 2,799 Est. Cost $103.37 Unrealized -9.8%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $262 Shares 2,085 Est. Cost $123.34 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $262 Shares 465 Est. Cost $882.53 Unrealized -36.1%
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $261 Shares 8,928 Est. Cost $28.12 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $259 Shares 1,826 Est. Cost $142.10 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $258 Shares 990 Est. Cost $294.70 Unrealized -11.4%
HR HEALTHCARE RLTY TR 0.1%
Value ($000) $256 Shares 14,211 Est. Cost $17.63 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $252 Shares 17,432 Est. Cost $13.59 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $249 Shares 4,914 Est. Cost $50.86 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.1%
Value ($000) $246 Shares 3,810 Est. Cost $50.16 Unrealized +17.5%
JAJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $246 Shares 8,588 Est. Cost $27.17 Unrealized
MMM 3M CO 0.1%
Value ($000) $243 Shares 1,565 Est. Cost $107.33 Unrealized +42.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $243 Shares 1,124 Est. Cost $194.59 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $238 Shares 2,309 Est. Cost $103.07 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $235 Shares 6,000 Est. Cost $33.59 Unrealized
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $235 Shares 1,056 Est. Cost $218.15 Unrealized -1.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $232 Shares 2,054 Est. Cost $98.13 Unrealized +11.8%
ZS ZSCALER INC 0.1%
Value ($000) $230 Shares 766 Est. Cost $183.00 Unrealized +55.8%
PFE PFIZER INC 0.1%
Value ($000) $229 Shares 8,976 Est. Cost $25.51 Unrealized -5.3%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.1%
Value ($000) $228 Shares 3,628 Est. Cost $62.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $225 Shares 463 Est. Cost $569.06 Unrealized -18.3%
PFF ISHARES TR 0.1%
Value ($000) $223 Shares 7,052 Est. Cost $33.49 Unrealized
FNK FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $220 Shares 3,983 Est. Cost $53.21 Unrealized
NKE NIKE INC 0.1%
Value ($000) $219 Shares 3,139 Est. Cost $59.08 Unrealized +24.9%
GAMESTOP CORP NEW 0.1%
Value ($000) $218 Shares 8,000 Est. Cost Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $217 Shares 2,423 Est. Cost $89.62 Unrealized
CDX SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $217 Shares 9,462 Est. Cost $22.91 Unrealized
CTO CTO RLTY GROWTH INC NEW 0.1%
Value ($000) $215 Shares 13,220 Est. Cost $18.90 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $215 Shares 9,949 Est. Cost $21.62 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $215 Shares 2,732 Est. Cost $72.76 Unrealized +8.7%
AGG ISHARES TR 0.1%
Value ($000) $214 Shares 2,134 Est. Cost $97.50 Unrealized
BBDC BARINGS BDC INC 0.1%
Value ($000) $213 Shares 24,366 Est. Cost $5.62 Unrealized +59.0%
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $213 Shares 5,042 Est. Cost $36.65 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $210 Shares 5,927 Est. Cost $35.43 Unrealized
QDPL PACER FDS TR 0.1%
Value ($000) $207 Shares 4,934 Est. Cost $39.46 Unrealized
URA GLOBAL X FDS 0.1%
Value ($000) $206 Shares 4,329 Est. Cost $47.67 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $205 Shares 991 Est. Cost $201.52 Unrealized 0.0%
EIX EDISON INTL 0.1%
Value ($000) $204 Shares 3,694 Est. Cost $50.41 Unrealized +5.3%
NANR SPDR INDEX SHS FDS 0.1%
Value ($000) $204 Shares 3,157 Est. Cost $64.60 Unrealized
FISR SSGA ACTIVE TR 0.1%
Value ($000) $201 Shares 7,728 Est. Cost $25.84 Unrealized
LQDW ISHARES TR 0.1%
Value ($000) $201 Shares 7,968 Est. Cost $25.27 Unrealized
JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 0.1%
Value ($000) $201 Shares 3,170 Est. Cost $63.43 Unrealized
FNX FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $201 Shares 1,601 Est. Cost $125.41 Unrealized
FBRT FRANKLIN BSP RLTY TR INC 0.0%
Value ($000) $168 Shares 15,500 Est. Cost $14.52 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value ($000) $166 Shares 26,804 Est. Cost $10.64 Unrealized -32.6%
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $161 Shares 19,145 Est. Cost $20.03 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $137 Shares 14,419 Est. Cost $7.31 Unrealized +27.4%
OGN ORGANON & CO 0.0%
Value ($000) $126 Shares 11,827 Est. Cost $13.95 Unrealized -29.9%
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value ($000) $67 Shares 12,300 Est. Cost $5.56 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $63 Shares 15,744 Est. Cost $3.88 Unrealized
COREWEAVE INC 0.0%
Value ($000) $55 Shares 400 Est. Cost Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $45 Shares 21,440 Est. Cost $1.95 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $2 Shares 27,292 Est. Cost $0.08 Unrealized