Triumph Capital Management Diversified Active

CIK: 0001730765 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Dec 29, 2025

Total Value ($000): $333,159 (100.0% shares, 0.0% debt)

Holdings (286)

FTSM FIRST TR EXCHANGE-TRADED FD 4.7%
Value ($000) $15,527 Shares 259,341 Est. Cost $59.55 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 3.2%
Value ($000) $10,600 Shares 241,523 Est. Cost $43.80 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 2.7%
Value ($000) $9,123 Shares 82,967 Est. Cost $85.84 Unrealized
SPY SPDR S&P 500 ETF TR 2.7%
Value ($000) $9,115 Shares 14,754 Est. Cost $447.33 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 2.7%
Value ($000) $9,073 Shares 144,621 Est. Cost $51.89 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 2.4%
Value ($000) $8,041 Shares 227,920 Est. Cost $34.38 Unrealized
BND VANGUARD BD INDEX FDS 2.4%
Value ($000) $8,035 Shares 109,133 Est. Cost $73.59 Unrealized
QQQ INVESCO QQQ TR 2.1%
Value ($000) $6,851 Shares 12,419 Est. Cost $457.14 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $6,651 Shares 131,239 Est. Cost $50.46 Unrealized
IVV ISHARES TR 1.8%
Value ($000) $5,963 Shares 9,604 Est. Cost $553.07 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $5,703 Shares 115,777 Est. Cost $48.66 Unrealized
IWR ISHARES TR 1.7%
Value ($000) $5,657 Shares 61,508 Est. Cost $71.74 Unrealized
IWM ISHARES TR 1.7%
Value ($000) $5,575 Shares 25,833 Est. Cost $176.98 Unrealized
BNDX VANGUARD CHARLOTTE FDS 1.6%
Value ($000) $5,441 Shares 109,897 Est. Cost $49.24 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $4,814 Shares 30,472 Est. Cost $104.91 Unrealized +19.9%
FTCS FIRST TR EXCHANGE-TRADED FD 1.4%
Value ($000) $4,500 Shares 49,510 Est. Cost $77.82 Unrealized
UDEC INNOVATOR ETFS TRUST 1.3%
Value ($000) $4,346 Shares 119,278 Est. Cost $34.56 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $4,320 Shares 21,054 Est. Cost $180.27 Unrealized +11.7%
QUAL ISHARES TR 1.2%
Value ($000) $4,055 Shares 22,178 Est. Cost $164.40 Unrealized
TLT ISHARES TR 1.2%
Value ($000) $3,899 Shares 44,180 Est. Cost $89.24 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $3,760 Shares 17,139 Est. Cost $184.92 Unrealized +7.0%
SFLR INNOVATOR ETFS TRUST 1.1%
Value ($000) $3,703 Shares 110,303 Est. Cost $29.48 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,412 Shares 6,860 Est. Cost $328.07 Unrealized +31.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,295 Shares 6,783 Est. Cost $343.44 Unrealized +47.9%
VFLO VICTORY PORTFOLIOS II 0.8%
Value ($000) $2,741 Shares 77,550 Est. Cost $33.57 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $2,585 Shares 52,648 Est. Cost $50.88 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $2,360 Shares 3,027 Est. Cost $739.63 Unrealized +4.6%
VPLS VANGUARD MALVERN FDS 0.7%
Value ($000) $2,273 Shares 29,213 Est. Cost $77.80 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,133 Shares 47,714 Est. Cost $42.51 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $2,125 Shares 4,172 Est. Cost $250.25 Unrealized +73.3%
NJAN INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,062 Shares 40,632 Est. Cost $50.75 Unrealized
SNOW SNOWFLAKE INC 0.6%
Value ($000) $2,043 Shares 9,131 Est. Cost $168.69 Unrealized +7.2%
FDL FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,001 Shares 47,799 Est. Cost $42.06 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.6%
Value ($000) $1,954 Shares 107,325 Est. Cost $10.63 Unrealized +24.1%
MOAT VANECK ETF TRUST 0.6%
Value ($000) $1,937 Shares 20,657 Est. Cost $81.54 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $1,899 Shares 13,383 Est. Cost $151.95 Unrealized -28.4%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,887 Shares 6,210 Est. Cost $303.93 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,859 Shares 32,705 Est. Cost $55.70 Unrealized
OXFORD LANE CAP CORP 0.6%
Value ($000) $1,855 Shares 441,779 Est. Cost $4.96 Unrealized
QFLR INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,818 Shares 60,917 Est. Cost $27.47 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $1,801 Shares 11,306 Est. Cost $155.15 Unrealized +3.6%
AON AON PLC 0.5%
Value ($000) $1,766 Shares 4,949 Est. Cost $294.86 Unrealized +22.5%
DIA SPDR DOW JONES INDL AVERAGE 0.5%
Value ($000) $1,754 Shares 3,981 Est. Cost $355.58 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,714 Shares 20,288 Est. Cost $77.84 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,638 Shares 66,303 Est. Cost $24.71 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $1,637 Shares 2,218 Est. Cost $387.18 Unrealized +59.3%
TSLA TESLA INC 0.5%
Value ($000) $1,635 Shares 5,146 Est. Cost $257.84 Unrealized +16.8%
AVGO BROADCOM INC 0.5%
Value ($000) $1,630 Shares 5,914 Est. Cost $213.64 Unrealized +1.1%
PIMCO CORPORATE & INCOME OPP 0.5%
Value ($000) $1,602 Shares 115,161 Est. Cost $14.19 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $1,580 Shares 7,719 Est. Cost $165.40 Unrealized +12.3%
BKLN INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,576 Shares 75,341 Est. Cost $21.15 Unrealized
IGV ISHARES TR 0.4%
Value ($000) $1,475 Shares 13,469 Est. Cost $87.69 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,472 Shares 19,810 Est. Cost $73.42 Unrealized -6.9%
BX BLACKSTONE INC 0.4%
Value ($000) $1,464 Shares 9,785 Est. Cost $132.92 Unrealized +1.6%
CLOA BLACKROCK ETF TRUST II 0.4%
Value ($000) $1,449 Shares 27,911 Est. Cost $51.86 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,420 Shares 4,816 Est. Cost $239.40 Unrealized +6.0%
SGOV ISHARES TR 0.4%
Value ($000) $1,384 Shares 13,747 Est. Cost $100.59 Unrealized
MBLY MOBILEYE GLOBAL INC 0.4%
Value ($000) $1,364 Shares 75,840 Est. Cost $19.50 Unrealized -21.6%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,324 Shares 4,245 Est. Cost $374.94 Unrealized 0.0%
BALT INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,287 Shares 40,118 Est. Cost $30.58 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,234 Shares 27,645 Est. Cost $42.15 Unrealized
POCT INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,231 Shares 29,809 Est. Cost $39.10 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.4%
Value ($000) $1,216 Shares 64,607 Est. Cost $19.83 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.4%
Value ($000) $1,209 Shares 8,866 Est. Cost $117.28 Unrealized 0.0%
IQLT ISHARES TR 0.4%
Value ($000) $1,202 Shares 27,815 Est. Cost $41.31 Unrealized
PIMCO DYNAMIC INCOME FD 0.4%
Value ($000) $1,191 Shares 62,799 Est. Cost $18.77 Unrealized
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $1,182 Shares 23,281 Est. Cost $50.81 Unrealized
CFLT CONFLUENT INC 0.3%
Value ($000) $1,160 Shares 46,550 Est. Cost $27.74 Unrealized -18.8%
SMTH ALPS ETF TR 0.3%
Value ($000) $1,097 Shares 42,423 Est. Cost $25.82 Unrealized
WCMI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $1,074 Shares 67,500 Est. Cost $15.91 Unrealized
IOT SAMSARA INC 0.3%
Value ($000) $1,070 Shares 26,900 Est. Cost $44.68 Unrealized -7.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $1,043 Shares 1,842 Est. Cost $566.48 Unrealized
CPNG COUPANG INC 0.3%
Value ($000) $1,035 Shares 34,556 Est. Cost $24.94 Unrealized +2.7%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.3%
Value ($000) $1,032 Shares 128,254 Est. Cost $8.41 Unrealized -18.2%
CIBR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,030 Shares 13,634 Est. Cost $62.11 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.3%
Value ($000) $1,026 Shares 10,244 Est. Cost $100.12 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $1,010 Shares 5,729 Est. Cost $154.46 Unrealized +5.7%
RYLD GLOBAL X FDS 0.3%
Value ($000) $1,001 Shares 67,118 Est. Cost $15.44 Unrealized
MAGS LISTED FDS TR 0.3%
Value ($000) $994 Shares 17,920 Est. Cost $48.45 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.3%
Value ($000) $985 Shares 68,723 Est. Cost $11.34 Unrealized +15.0%
QYLD GLOBAL X FDS 0.3%
Value ($000) $958 Shares 57,320 Est. Cost $16.68 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.3%
Value ($000) $952 Shares 69,320 Est. Cost $13.14 Unrealized +3.2%
USIG ISHARES TR 0.3%
Value ($000) $946 Shares 18,390 Est. Cost $50.88 Unrealized
HANCOCK JOHN FINL OPPTYS FD 0.3%
Value ($000) $944 Shares 26,640 Est. Cost $33.55 Unrealized
SDIV GLOBAL X FDS 0.3%
Value ($000) $926 Shares 41,074 Est. Cost $22.26 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $922 Shares 7,576 Est. Cost $106.32 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $921 Shares 21,558 Est. Cost $39.58 Unrealized
CEFS EXCHANGE LISTED FDS TR 0.3%
Value ($000) $920 Shares 41,352 Est. Cost $22.19 Unrealized
KHPI MANAGED PORTFOLIO SERIES 0.3%
Value ($000) $905 Shares 35,786 Est. Cost $24.92 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.3%
Value ($000) $890 Shares 110,974 Est. Cost $8.09 Unrealized
OGN ORGANON & CO 0.3%
Value ($000) $875 Shares 90,342 Est. Cost $13.95 Unrealized -26.5%
GME GAMESTOP CORP NEW 0.3%
Value ($000) $857 Shares 35,155 Est. Cost $26.47 Unrealized +1.3%
SPYI NEOS ETF TRUST 0.2%
Value ($000) $833 Shares 16,547 Est. Cost $48.58 Unrealized
FYX FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $829 Shares 8,526 Est. Cost $98.98 Unrealized
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $828 Shares 40,442 Est. Cost $26.30 Unrealized -14.7%
AGG ISHARES TR 0.2%
Value ($000) $827 Shares 8,338 Est. Cost $97.50 Unrealized
PFFD GLOBAL X FDS 0.2%
Value ($000) $822 Shares 43,636 Est. Cost $20.01 Unrealized
BCSF BAIN CAP SPECIALTY FIN INC 0.2%
Value ($000) $814 Shares 54,126 Est. Cost $13.31 Unrealized +2.9%
OKTA OKTA INC 0.2%
Value ($000) $795 Shares 7,955 Est. Cost $113.73 Unrealized -6.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $792 Shares 18,309 Est. Cost $36.62 Unrealized +14.2%
PIMCO DYNAMIC INCOME OPRNTS 0.2%
Value ($000) $788 Shares 58,490 Est. Cost $13.92 Unrealized
BITO PROSHARES TR 0.2%
Value ($000) $771 Shares 35,827 Est. Cost $21.13 Unrealized
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $762 Shares 52,018 Est. Cost $13.49 Unrealized +0.1%
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $762 Shares 5,370 Est. Cost $133.16 Unrealized -1.3%
ROYCE SMALL CAP TRUST INC 0.2%
Value ($000) $757 Shares 50,318 Est. Cost $14.78 Unrealized
SMH VANECK ETF TRUST 0.2%
Value ($000) $751 Shares 2,692 Est. Cost $244.82 Unrealized
XYLD GLOBAL X FDS 0.2%
Value ($000) $744 Shares 19,105 Est. Cost $39.13 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.2%
Value ($000) $733 Shares 7,922 Est. Cost $58.32 Unrealized 0.0%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $733 Shares 1,291 Est. Cost $507.87 Unrealized
LIBERTY ALL STAR EQUITY FD 0.2%
Value ($000) $728 Shares 106,874 Est. Cost $7.03 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $723 Shares 26,245 Est. Cost $23.73 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $716 Shares 8,635 Est. Cost $81.20 Unrealized
BLACKROCK RES & COMMODITIES 0.2%
Value ($000) $714 Shares 75,585 Est. Cost $9.33 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $710 Shares 13,055 Est. Cost $55.50 Unrealized
NU NU HLDGS LTD 0.2%
Value ($000) $704 Shares 51,300 Est. Cost $11.02 Unrealized +8.6%
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $703 Shares 26,084 Est. Cost $24.20 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $701 Shares 8,267 Est. Cost $86.96 Unrealized
ABRDN HEALTHCARE INVESTORS 0.2%
Value ($000) $697 Shares 44,999 Est. Cost $17.99 Unrealized
BA BOEING CO 0.2%
Value ($000) $690 Shares 3,295 Est. Cost $184.80 Unrealized +2.2%
GJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $687 Shares 17,188 Est. Cost $39.97 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $687 Shares 6,829 Est. Cost $100.69 Unrealized
BXSL BLACKSTONE SECD LENDING FD 0.2%
Value ($000) $684 Shares 22,251 Est. Cost $21.18 Unrealized +32.7%
CGBD CARLYLE SECURED LENDING INC 0.2%
Value ($000) $682 Shares 49,845 Est. Cost $14.20 Unrealized -8.7%
GLDM WORLD GOLD TR 0.2%
Value ($000) $680 Shares 10,375 Est. Cost $65.52 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $674 Shares 5,847 Est. Cost $67.54 Unrealized +48.1%
FDX FEDEX CORP 0.2%
Value ($000) $663 Shares 2,917 Est. Cost $269.29 Unrealized -20.1%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $650 Shares 6,964 Est. Cost $71.92 Unrealized +14.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $643 Shares 5,184 Est. Cost $105.45 Unrealized -2.5%
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $634 Shares 28,859 Est. Cost $17.97 Unrealized +11.2%
SG SWEETGREEN INC 0.2%
Value ($000) $628 Shares 42,232 Est. Cost $16.48 Unrealized 0.0%
BIL SPDR SERIES TRUST 0.2%
Value ($000) $625 Shares 6,816 Est. Cost $91.54 Unrealized
ZALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $617 Shares 20,048 Est. Cost $29.76 Unrealized
SLRC SLR INVESTMENT CORP 0.2%
Value ($000) $617 Shares 38,242 Est. Cost $13.57 Unrealized +9.9%
XLSR SSGA ACTIVE TR 0.2%
Value ($000) $615 Shares 11,192 Est. Cost $46.17 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $612 Shares 15,706 Est. Cost $35.34 Unrealized
S SENTINELONE INC 0.2%
Value ($000) $612 Shares 33,464 Est. Cost $21.92 Unrealized -16.6%
MARM FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $599 Shares 18,650 Est. Cost $29.81 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $598 Shares 7,462 Est. Cost $40.76 Unrealized +74.6%
CLS CELESTICA INC 0.2%
Value ($000) $596 Shares 3,815 Est. Cost $51.68 Unrealized +105.7%
FTQI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $595 Shares 30,436 Est. Cost $19.32 Unrealized
CELH CELSIUS HLDGS INC 0.2%
Value ($000) $593 Shares 12,779 Est. Cost $38.12 Unrealized +1.0%
IBB ISHARES TR 0.2%
Value ($000) $587 Shares 4,643 Est. Cost $132.35 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.2%
Value ($000) $584 Shares 76,247 Est. Cost $9.86 Unrealized
KBWD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $580 Shares 41,785 Est. Cost $14.58 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.2%
Value ($000) $579 Shares 102,493 Est. Cost $6.67 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $579 Shares 7,149 Est. Cost $78.66 Unrealized
GOCT FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $576 Shares 15,758 Est. Cost $36.56 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $574 Shares 12,399 Est. Cost $54.27 Unrealized -13.0%
INTC INTEL CORP 0.2%
Value ($000) $572 Shares 25,555 Est. Cost $30.14 Unrealized -31.2%
JBBB JANUS DETROIT STR TR 0.2%
Value ($000) $560 Shares 11,606 Est. Cost $48.97 Unrealized
TOST TOAST INC 0.2%
Value ($000) $555 Shares 12,535 Est. Cost $22.97 Unrealized +71.1%
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $548 Shares 4,063 Est. Cost $147.39 Unrealized
AGNC AGNC INVT CORP 0.2%
Value ($000) $537 Shares 58,409 Est. Cost $10.53 Unrealized
ARI APOLLO COML REAL EST FIN INC 0.2%
Value ($000) $530 Shares 54,774 Est. Cost $10.02 Unrealized
CCL CARNIVAL CORP 0.2%
Value ($000) $529 Shares 18,809 Est. Cost $21.40 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $526 Shares 14,751 Est. Cost $39.05 Unrealized -13.2%
ALB ALBEMARLE CORP 0.2%
Value ($000) $526 Shares 8,400 Est. Cost $116.77 Unrealized -50.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $525 Shares 3,938 Est. Cost $109.91 Unrealized
HUM HUMANA INC 0.2%
Value ($000) $524 Shares 2,143 Est. Cost $294.70 Unrealized -16.3%
DIV GLOBAL X FDS 0.2%
Value ($000) $519 Shares 29,515 Est. Cost $18.40 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $519 Shares 12,811 Est. Cost $34.95 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $501 Shares 4,538 Est. Cost $110.19 Unrealized
BCE BCE INC 0.1%
Value ($000) $498 Shares 22,478 Est. Cost $30.97 Unrealized -32.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $498 Shares 3,260 Est. Cost $149.12 Unrealized +1.2%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value ($000) $497 Shares 2,152 Est. Cost $174.59 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $491 Shares 8,305 Est. Cost $50.06 Unrealized +10.4%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $490 Shares 11,431 Est. Cost $35.86 Unrealized 0.0%
FOUR SHIFT4 PMTS INC 0.1%
Value ($000) $489 Shares 4,937 Est. Cost $70.95 Unrealized +22.9%
BIZD VANECK ETF TRUST 0.1%
Value ($000) $483 Shares 29,676 Est. Cost $16.56 Unrealized
GSY INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $478 Shares 9,536 Est. Cost $50.11 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $454 Shares 339 Est. Cost $73.44 Unrealized +54.0%
JPIE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $453 Shares 9,789 Est. Cost $46.28 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $451 Shares 4,117 Est. Cost $107.75 Unrealized
PFFA ETFIS SER TR I 0.1%
Value ($000) $446 Shares 21,418 Est. Cost $22.64 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $446 Shares 13,946 Est. Cost $27.89 Unrealized +10.5%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $443 Shares 843 Est. Cost $882.53 Unrealized -37.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $442 Shares 10,528 Est. Cost $52.50 Unrealized -21.6%
T AT&T INC 0.1%
Value ($000) $442 Shares 15,275 Est. Cost $15.04 Unrealized +79.3%
PFE PFIZER INC 0.1%
Value ($000) $439 Shares 18,102 Est. Cost $25.51 Unrealized -12.4%
ORCL ORACLE CORP 0.1%
Value ($000) $436 Shares 1,996 Est. Cost $129.44 Unrealized +24.2%
QYLG GLOBAL X FDS 0.1%
Value ($000) $434 Shares 15,576 Est. Cost $27.84 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $424 Shares 2,170 Est. Cost $190.85 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $424 Shares 1,673 Est. Cost $225.00 Unrealized
ABRDN HEALTHCARE OPPORTUNITI 0.1%
Value ($000) $421 Shares 22,893 Est. Cost $21.40 Unrealized
RYLG GLOBAL X FDS 0.1%
Value ($000) $417 Shares 19,675 Est. Cost $21.20 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $417 Shares 2,069 Est. Cost $196.87 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $413 Shares 1,423 Est. Cost $142.45 Unrealized +77.4%
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.1%
Value ($000) $410 Shares 29,244 Est. Cost $14.02 Unrealized 0.0%
VBIL VANGUARD INSTL INDEX FD 0.1%
Value ($000) $410 Shares 5,424 Est. Cost $75.55 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $402 Shares 8,200 Est. Cost $36.35 Unrealized +6.0%
EZPW EZCORP INC 0.1%
Value ($000) $398 Shares 28,682 Est. Cost $14.45 Unrealized 0.0%
GOVT ISHARES TR 0.1%
Value ($000) $397 Shares 17,286 Est. Cost $22.80 Unrealized
RMIF ETF SER SOLUTIONS 0.1%
Value ($000) $396 Shares 15,902 Est. Cost $25.12 Unrealized
PPC PILGRIMS PRIDE CORP 0.1%
Value ($000) $393 Shares 8,737 Est. Cost $48.81 Unrealized +0.5%
DHDG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $384 Shares 12,066 Est. Cost $30.17 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $382 Shares 146 Est. Cost $1779.15 Unrealized +31.3%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $378 Shares 30,857 Est. Cost $11.94 Unrealized
CVSA ADTALEM GLOBAL ED INC 0.1%
Value ($000) $375 Shares 2,944 Est. Cost $83.62 Unrealized +41.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $366 Shares 1,253 Est. Cost $290.68 Unrealized +4.4%
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $360 Shares 4,812 Est. Cost $53.80 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $356 Shares 3,897 Est. Cost $65.75 Unrealized +26.5%
JXN JACKSON FINANCIAL INC 0.1%
Value ($000) $354 Shares 3,990 Est. Cost $45.25 Unrealized +74.8%
QBUF INNOVATOR ETFS TRUST 0.1%
Value ($000) $351 Shares 12,729 Est. Cost $25.79 Unrealized
SILA SILA REALTY TRUST INC 0.1%
Value ($000) $350 Shares 14,798 Est. Cost $21.17 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $348 Shares 6,316 Est. Cost $52.06 Unrealized
NLR VANECK ETF TRUST 0.1%
Value ($000) $348 Shares 3,126 Est. Cost $81.82 Unrealized
ALTY GLOBAL X FDS 0.1%
Value ($000) $343 Shares 29,434 Est. Cost $13.06 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $342 Shares 4,326 Est. Cost $95.91 Unrealized -19.3%
HR HEALTHCARE RLTY TR 0.1%
Value ($000) $336 Shares 21,165 Est. Cost $17.63 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $332 Shares 2,691 Est. Cost $101.78 Unrealized -8.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $330 Shares 1,227 Est. Cost $269.33 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.1%
Value ($000) $324 Shares 23,349 Est. Cost $12.83 Unrealized
TLTW ISHARES TR 0.1%
Value ($000) $322 Shares 13,907 Est. Cost $23.46 Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.1%
Value ($000) $321 Shares 8,750 Est. Cost $36.65 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $318 Shares 6,145 Est. Cost $56.46 Unrealized -4.7%
GCOW PACER FDS TR 0.1%
Value ($000) $316 Shares 8,311 Est. Cost $35.51 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $315 Shares 2,844 Est. Cost $66.61 Unrealized +56.7%
IWO ISHARES TR 0.1%
Value ($000) $314 Shares 1,099 Est. Cost $252.19 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $303 Shares 2,089 Est. Cost $144.91 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $301 Shares 1,699 Est. Cost $149.68 Unrealized +10.1%
GJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $299 Shares 7,740 Est. Cost $38.69 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $295 Shares 417 Est. Cost $549.05 Unrealized +4.1%
ABRDN WORLD HEALTHCARE FUND 0.1%
Value ($000) $295 Shares 28,749 Est. Cost $10.97 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $295 Shares 298 Est. Cost $632.64 Unrealized +56.6%
CM CANADIAN IMPERIAL BK COMM 0.1%
Value ($000) $294 Shares 4,147 Est. Cost $41.59 Unrealized +53.2%
CTO CTO RLTY GROWTH INC NEW 0.1%
Value ($000) $294 Shares 17,016 Est. Cost $18.90 Unrealized
TJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $293 Shares 10,214 Est. Cost $28.12 Unrealized
SGDJ SPROTT ETF TRUST 0.1%
Value ($000) $290 Shares 5,825 Est. Cost $49.72 Unrealized
JOET VIRTUS ETF TR II 0.1%
Value ($000) $289 Shares 7,062 Est. Cost $40.90 Unrealized
REAVES UTIL INCOME FD 0.1%
Value ($000) $289 Shares 7,982 Est. Cost $32.74 Unrealized
TWO TWO HBRS INVT CORP 0.1%
Value ($000) $288 Shares 26,725 Est. Cost $13.61 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $279 Shares 5,410 Est. Cost $50.41 Unrealized +5.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $278 Shares 686 Est. Cost $569.06 Unrealized -26.7%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $278 Shares 2,882 Est. Cost $101.96 Unrealized -13.1%
MET METLIFE INC 0.1%
Value ($000) $274 Shares 3,406 Est. Cost $75.82 Unrealized 0.0%
ZS ZSCALER INC 0.1%
Value ($000) $274 Shares 872 Est. Cost $183.00 Unrealized +36.2%
XEL XCEL ENERGY INC 0.1%
Value ($000) $273 Shares 4,002 Est. Cost $54.02 Unrealized +25.5%
CRM SALESFORCE INC 0.1%
Value ($000) $272 Shares 999 Est. Cost $313.13 Unrealized -15.0%
AMGN AMGEN INC 0.1%
Value ($000) $272 Shares 974 Est. Cost $277.77 Unrealized 0.0%
ABRDN ASIA PACIFIC INCOME FU 0.1%
Value ($000) $271 Shares 17,050 Est. Cost $17.40 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $271 Shares 3,931 Est. Cost $68.85 Unrealized
TWLO TWILIO INC 0.1%
Value ($000) $271 Shares 2,176 Est. Cost $119.10 Unrealized -10.7%
IXC ISHARES TR 0.1%
Value ($000) $266 Shares 6,763 Est. Cost $40.37 Unrealized
XME SPDR SERIES TRUST 0.1%
Value ($000) $265 Shares 3,943 Est. Cost $53.72 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $260 Shares 34,156 Est. Cost $10.16 Unrealized -26.9%
APP APPLOVIN CORP 0.1%
Value ($000) $259 Shares 740 Est. Cost $324.21 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $245 Shares 4,914 Est. Cost $50.86 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $244 Shares 631 Est. Cost $385.32 Unrealized 0.0%
IYK ISHARES TR 0.1%
Value ($000) $242 Shares 3,434 Est. Cost $65.59 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.1%
Value ($000) $242 Shares 17,432 Est. Cost $13.59 Unrealized
JAJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $242 Shares 8,588 Est. Cost $27.17 Unrealized
FISR SSGA ACTIVE TR 0.1%
Value ($000) $240 Shares 9,282 Est. Cost $25.84 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.1%
Value ($000) $237 Shares 30,834 Est. Cost $10.64 Unrealized -31.0%
VDE VANGUARD WORLD FD 0.1%
Value ($000) $236 Shares 1,978 Est. Cost $123.20 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $235 Shares 2,176 Est. Cost $98.13 Unrealized +6.5%
OGIG ALPS ETF TR 0.1%
Value ($000) $234 Shares 4,367 Est. Cost $45.94 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $230 Shares 2,567 Est. Cost $104.29 Unrealized -15.6%
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $230 Shares 6,000 Est. Cost $33.59 Unrealized
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $229 Shares 9,717 Est. Cost $33.74 Unrealized -29.6%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $227 Shares 1,588 Est. Cost $150.48 Unrealized -9.0%
SPSM SPDR SERIES TRUST 0.1%
Value ($000) $226 Shares 5,302 Est. Cost $38.61 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $224 Shares 1,093 Est. Cost $193.99 Unrealized
NKE NIKE INC 0.1%
Value ($000) $223 Shares 3,144 Est. Cost $59.08 Unrealized 0.0%
MMM 3M CO 0.1%
Value ($000) $223 Shares 1,465 Est. Cost $104.20 Unrealized +35.6%
BBDC BARINGS BDC INC 0.1%
Value ($000) $223 Shares 24,366 Est. Cost $5.62 Unrealized +45.2%
PFF ISHARES TR 0.1%
Value ($000) $222 Shares 7,246 Est. Cost $33.49 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $220 Shares 1,357 Est. Cost $197.53 Unrealized -19.6%
ECO OKEANIS ECO TANKERS COR 0.1%
Value ($000) $218 Shares 10,028 Est. Cost $22.30 Unrealized +0.4%
FNK FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $218 Shares 4,210 Est. Cost $53.21 Unrealized
JMOM J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $218 Shares 3,384 Est. Cost $64.29 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $216 Shares 2,525 Est. Cost $72.24 Unrealized +13.5%
VFH VANGUARD WORLD FD 0.1%
Value ($000) $214 Shares 1,683 Est. Cost $100.34 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $214 Shares 5,375 Est. Cost $39.82 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $214 Shares 1,210 Est. Cost $172.69 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.1%
Value ($000) $213 Shares 3,850 Est. Cost $50.16 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.1%
Value ($000) $209 Shares 1,056 Est. Cost $218.15 Unrealized -16.4%
QDPL PACER FDS TR 0.1%
Value ($000) $203 Shares 5,141 Est. Cost $39.46 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $202 Shares 1,530 Est. Cost $126.67 Unrealized 0.0%
FBRT FRANKLIN BSP RLTY TR INC 0.1%
Value ($000) $171 Shares 16,000 Est. Cost $14.52 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $153 Shares 19,054 Est. Cost $20.03 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $140 Shares 14,619 Est. Cost $7.31 Unrealized +15.6%
BRSP BRIGHTSPIRE CAPITAL INC 0.0%
Value ($000) $64 Shares 12,650 Est. Cost $5.56 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $55 Shares 13,844 Est. Cost $3.86 Unrealized
AMC AMC ENTMT HLDGS INC 0.0%
Value ($000) $44 Shares 14,270 Est. Cost $4.60 Unrealized -35.5%
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value ($000) $42 Shares 21,440 Est. Cost $1.95 Unrealized
SANA SANA BIOTECHNOLOGY INC 0.0%
Value ($000) $40 Shares 14,675 Est. Cost $2.79 Unrealized -26.2%