Providence Capital Advisors, LLC Diversified Active

CIK: 0001730814 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $503,509 (100.0% shares, 0.0% debt)

Holdings (354)

MSFT MICROSOFT CORP 3.2%
Value ($000) $16,337 Shares 37,966 Est. Cost $202.45 Unrealized +109.0%
AAPL APPLE INC 3.1%
Value ($000) $15,750 Shares 67,598 Est. Cost $141.29 Unrealized +57.1%
GOOG ALPHABET INC 3.1%
Value ($000) $15,545 Shares 92,977 Est. Cost $132.66 Unrealized +26.8%
IVV ISHARES TR 2.9%
Value ($000) $14,399 Shares 24,962 Est. Cost $323.99 Unrealized
AMZN AMAZON COM INC 2.8%
Value ($000) $14,289 Shares 76,684 Est. Cost $149.38 Unrealized +22.1%
BAC BANK AMERICA CORP 2.0%
Value ($000) $10,108 Shares 254,737 Est. Cost $28.76 Unrealized +34.8%
CSCO CISCO SYS INC 1.8%
Value ($000) $9,268 Shares 174,153 Est. Cost $46.57 Unrealized +0.5%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $9,137 Shares 75,237 Est. Cost $91.59 Unrealized +28.9%
JPM JPMORGAN CHASE &CO. 1.8%
Value ($000) $8,922 Shares 42,311 Est. Cost $110.70 Unrealized +85.2%
BAH BOOZ ALLEN HAMILTON HLDG COR 1.8%
Value ($000) $8,921 Shares 54,810 Est. Cost $84.11 Unrealized +75.9%
HD HOME DEPOT INC 1.7%
Value ($000) $8,742 Shares 21,574 Est. Cost $207.29 Unrealized +70.1%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $8,507 Shares 13,752 Est. Cost $384.91 Unrealized +53.1%
PLD PROLOGIS INC. 1.7%
Value ($000) $8,424 Shares 66,705 Est. Cost $101.92 Unrealized +15.8%
LIN LINDE PLC 1.6%
Value ($000) $8,072 Shares 16,927 Est. Cost $325.68 Unrealized +37.5%
ADBE ADOBE INC 1.6%
Value ($000) $8,031 Shares 15,511 Est. Cost $548.32 Unrealized +0.0%
IEFA ISHARES TR 1.5%
Value ($000) $7,511 Shares 96,231 Est. Cost $64.47 Unrealized
SLB SCHLUMBERGER LTD 1.5%
Value ($000) $7,496 Shares 178,693 Est. Cost $36.58 Unrealized +16.7%
AES AES CORP 1.5%
Value ($000) $7,482 Shares 372,983 Est. Cost $17.16 Unrealized -4.2%
BN BROOKFIELD CORP 1.5%
Value ($000) $7,398 Shares 139,189 Est. Cost $22.02 Unrealized +42.1%
SBUX STARBUCKS CORP 1.4%
Value ($000) $7,261 Shares 74,483 Est. Cost $86.96 Unrealized -4.7%
ABT ABBOTT LABS 1.4%
Value ($000) $7,150 Shares 62,709 Est. Cost $92.36 Unrealized +15.9%
NKE NIKE INC 1.4%
Value ($000) $6,965 Shares 78,784 Est. Cost $92.90 Unrealized -18.2%
MET METLIFE INC 1.3%
Value ($000) $6,755 Shares 81,896 Est. Cost $66.07 Unrealized +8.8%
HSY HERSHEY CO 1.3%
Value ($000) $6,548 Shares 34,142 Est. Cost $200.18 Unrealized -7.1%
LQD ISHARES TR 1.3%
Value ($000) $6,540 Shares 57,882 Est. Cost $113.77 Unrealized
STT STATE STR CORP 1.3%
Value ($000) $6,405 Shares 72,400 Est. Cost $78.75 Unrealized +0.0%
ETN EATON CORP PLC 1.3%
Value ($000) $6,346 Shares 19,146 Est. Cost $97.56 Unrealized +208.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 1.3%
Value ($000) $6,344 Shares 17,131 Est. Cost $232.22 Unrealized +44.6%
XYL XYLEM INC 1.3%
Value ($000) $6,334 Shares 46,909 Est. Cost $80.49 Unrealized +63.5%
EA ELECTRONIC ARTS INC 1.3%
Value ($000) $6,328 Shares 44,115 Est. Cost $136.10 Unrealized +5.8%
SYY SYSCO CORP 1.2%
Value ($000) $6,292 Shares 80,600 Est. Cost $72.12 Unrealized 0.0%
APTIV PLC 1.2%
Value ($000) $6,273 Shares 87,115 Est. Cost $82.69 Unrealized
NXPI NXP SEMICONDUCTORS N V 1.2%
Value ($000) $6,268 Shares 26,114 Est. Cost $119.13 Unrealized +104.9%
DOW DOW INC 1.2%
Value ($000) $6,255 Shares 114,500 Est. Cost $47.92 Unrealized 0.0%
CSX CSX CORP 1.2%
Value ($000) $6,241 Shares 180,733 Est. Cost $32.97 Unrealized +0.7%
TSN TYSON FOODS INC 1.2%
Value ($000) $6,212 Shares 104,300 Est. Cost $55.34 Unrealized +5.1%
HPE HEWLETT PACKARD ENTERPRISE C 1.2%
Value ($000) $6,210 Shares 303,500 Est. Cost $18.38 Unrealized 0.0%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $6,189 Shares 148,172 Est. Cost $40.13 Unrealized -5.9%
EMR EMERSON ELEC CO 1.2%
Value ($000) $6,182 Shares 56,528 Est. Cost $105.08 Unrealized -0.0%
DIS DISNEY WALT CO 1.2%
Value ($000) $6,013 Shares 62,513 Est. Cost $123.32 Unrealized -26.6%
DE DEERE &CO 1.2%
Value ($000) $5,925 Shares 14,197 Est. Cost $340.89 Unrealized +8.3%
ZBH ZIMMER BIOMET HOLDINGS INC 1.1%
Value ($000) $5,700 Shares 52,800 Est. Cost $115.30 Unrealized -6.7%
COP CONOCOPHILLIPS 1.1%
Value ($000) $5,538 Shares 52,600 Est. Cost $114.52 Unrealized -8.2%
AVIDXCHANGE HOLDINGS INC 1.0%
Value ($000) $5,268 Shares 649,565 Est. Cost $8.34 Unrealized
IQV IQVIA HLDGS INC 1.0%
Value ($000) $5,235 Shares 22,091 Est. Cost $211.47 Unrealized +11.6%
CIEN CIENA CORP 1.0%
Value ($000) $5,189 Shares 84,249 Est. Cost $45.62 Unrealized +15.5%
MCHP MICROCHIP TECHNOLOGY INC. 1.0%
Value ($000) $4,914 Shares 61,200 Est. Cost $87.39 Unrealized -9.4%
IGSB ISHARES TR 1.0%
Value ($000) $4,803 Shares 91,203 Est. Cost $50.22 Unrealized
BDX BECTON DICKINSON &CO 0.9%
Value ($000) $4,518 Shares 18,740 Est. Cost $205.59 Unrealized +10.7%
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $4,352 Shares 37,745 Est. Cost $73.38 Unrealized +44.3%
AEP AMERICAN ELEC PWR CO INC 0.8%
Value ($000) $4,214 Shares 41,069 Est. Cost $71.18 Unrealized +30.7%
T AT&T INC 0.8%
Value ($000) $4,040 Shares 183,620 Est. Cost $15.25 Unrealized +23.1%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $3,822 Shares 17,288 Est. Cost $109.63 Unrealized +72.4%
USB US BANCORP DEL 0.7%
Value ($000) $3,702 Shares 80,958 Est. Cost $37.99 Unrealized +8.2%
SO SOUTHERN CO 0.7%
Value ($000) $3,693 Shares 40,953 Est. Cost $63.53 Unrealized +28.5%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value ($000) $3,626 Shares 22,099 Est. Cost $84.48 Unrealized +79.9%
GTLS CHART INDS INC 0.7%
Value ($000) $3,609 Shares 29,076 Est. Cost $131.30 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $3,545 Shares 24,072 Est. Cost $99.78 Unrealized +40.3%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $3,541 Shares 78,856 Est. Cost $39.17 Unrealized -2.0%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $3,517 Shares 25,795 Est. Cost $142.11 Unrealized -15.2%
ORI OLD REP INTL CORP 0.7%
Value ($000) $3,499 Shares 98,791 Est. Cost $13.25 Unrealized +118.7%
LYB LYONDELLBASELL INDUSTRIES N 0.7%
Value ($000) $3,428 Shares 35,742 Est. Cost $69.86 Unrealized +21.9%
PRU PRUDENTIAL FINL INC 0.7%
Value ($000) $3,352 Shares 27,677 Est. Cost $71.61 Unrealized +54.4%
NVS NOVARTIS AG 0.7%
Value ($000) $3,326 Shares 28,913 Est. Cost $85.21 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $3,298 Shares 113,949 Est. Cost $26.70 Unrealized -0.1%
ABBV ABBVIE INC 0.6%
Value ($000) $3,203 Shares 16,219 Est. Cost $87.65 Unrealized +103.9%
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $3,188 Shares 152,259 Est. Cost $14.45 Unrealized +26.1%
KO COCA COLA CO 0.6%
Value ($000) $3,174 Shares 44,169 Est. Cost $46.81 Unrealized +40.2%
SNY SANOFI 0.6%
Value ($000) $3,158 Shares 54,800 Est. Cost $43.77 Unrealized
HYG ISHARES TR 0.6%
Value ($000) $3,019 Shares 37,600 Est. Cost $81.09 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $2,854 Shares 38,641 Est. Cost $64.35 Unrealized +2.0%
IJR ISHARES TR 0.5%
Value ($000) $2,753 Shares 23,542 Est. Cost $91.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,704 Shares 52,259 Est. Cost $49.54 Unrealized -11.9%
CCI CROWN CASTLE INC 0.5%
Value ($000) $2,671 Shares 22,518 Est. Cost $108.76 Unrealized -6.2%
SPTS SPDR SER TR 0.5%
Value ($000) $2,659 Shares 90,423 Est. Cost $28.99 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $2,644 Shares 42,430 Est. Cost $88.46 Unrealized
WHR WHIRLPOOL CORP 0.5%
Value ($000) $2,466 Shares 23,044 Est. Cost $149.84 Unrealized -32.9%
WMB WILLIAMS COS INC 0.4%
Value ($000) $2,264 Shares 49,599 Est. Cost $27.44 Unrealized +52.2%
TLT ISHARES TR 0.4%
Value ($000) $2,255 Shares 22,983 Est. Cost $94.56 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $1,917 Shares 5,108 Est. Cost $261.70 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $1,496 Shares 3,897 Est. Cost $283.72 Unrealized
MRK MERCK &CO INC 0.2%
Value ($000) $1,178 Shares 10,369 Est. Cost $68.63 Unrealized +64.6%
AGG ISHARES TR 0.2%
Value ($000) $1,145 Shares 11,308 Est. Cost $107.55 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $1,020 Shares 17,761 Est. Cost $55.33 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $964 Shares 1,680 Est. Cost $389.12 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $784 Shares 5,090 Est. Cost $134.01 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $783 Shares 8,700 Est. Cost $78.07 Unrealized +3.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $744 Shares 5,495 Est. Cost $96.39 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $709 Shares 2,503 Est. Cost $159.94 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $674 Shares 6,994 Est. Cost $79.21 Unrealized
QTWO Q2 HLDGS INC 0.1%
Value ($000) $665 Shares 8,333 Est. Cost $57.46 Unrealized +22.8%
EWW ISHARES INC 0.1%
Value ($000) $647 Shares 12,040 Est. Cost $53.71 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $645 Shares 7,769 Est. Cost $72.30 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $640 Shares 3,393 Est. Cost $64.78 Unrealized +159.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $624 Shares 11,038 Est. Cost $40.64 Unrealized +35.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $608 Shares 3,512 Est. Cost $117.07 Unrealized +40.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $601 Shares 3,626 Est. Cost $116.27 Unrealized +43.4%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $570 Shares 2,840 Est. Cost $80.04 Unrealized +147.3%
IWP ISHARES TR 0.1%
Value ($000) $564 Shares 4,808 Est. Cost $102.15 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $521 Shares 15,202 Est. Cost $26.98 Unrealized
JNJ JOHNSON &JOHNSON 0.1%
Value ($000) $504 Shares 3,109 Est. Cost $149.10 Unrealized +2.4%
LLY ELI LILLY &CO 0.1%
Value ($000) $434 Shares 490 Est. Cost $353.77 Unrealized +151.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $395 Shares 859 Est. Cost $232.79 Unrealized +90.0%
DVY ISHARES TR 0.1%
Value ($000) $372 Shares 2,756 Est. Cost $115.69 Unrealized
PHM PULTE GROUP INC 0.1%
Value ($000) $334 Shares 2,326 Est. Cost $25.69 Unrealized +389.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $303 Shares 5,743 Est. Cost $46.24 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $260 Shares 293 Est. Cost $443.02 Unrealized +94.6%
SDY SPDR SER TR 0.1%
Value ($000) $260 Shares 1,828 Est. Cost $124.59 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $253 Shares 966 Est. Cost $204.42 Unrealized +16.1%
AVGO BROADCOM INC 0.0%
Value ($000) $229 Shares 1,330 Est. Cost $151.11 Unrealized +4.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $216 Shares 847 Est. Cost $158.10 Unrealized +21.2%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $209 Shares 396 Est. Cost $377.79 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $209 Shares 770 Est. Cost $119.87 Unrealized +104.5%
USMV ISHARES TR 0.0%
Value ($000) $199 Shares 2,184 Est. Cost $72.90 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $197 Shares 1,490 Est. Cost $119.46 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $194 Shares 2,300 Est. Cost $75.77 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $193 Shares 732 Est. Cost $225.22 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $178 Shares 304 Est. Cost $468.14 Unrealized
V VISA INC 0.0%
Value ($000) $178 Shares 646 Est. Cost $208.59 Unrealized +28.3%
LOW LOWES COS INC 0.0%
Value ($000) $176 Shares 651 Est. Cost $202.48 Unrealized +16.6%
EFV ISHARES TR 0.0%
Value ($000) $160 Shares 2,774 Est. Cost $48.94 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $139 Shares 820 Est. Cost $151.99 Unrealized +7.2%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $133 Shares 2,000 Est. Cost $56.74 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $128 Shares 1,762 Est. Cost $63.12 Unrealized
OUSA ALPS ETF TR 0.0%
Value ($000) $113 Shares 2,100 Est. Cost $41.45 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $110 Shares 222 Est. Cost $286.19 Unrealized +61.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $108 Shares 2,377 Est. Cost $40.21 Unrealized
RAFE PIMCO EQUITY SER 0.0%
Value ($000) $108 Shares 2,889 Est. Cost $37.22 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $105 Shares 1,010 Est. Cost $104.18 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $104 Shares 3,126 Est. Cost $31.65 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $101 Shares 258 Est. Cost $158.68 Unrealized +113.4%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $99 Shares 400 Est. Cost $186.79 Unrealized +24.7%
WMT WALMART INC 0.0%
Value ($000) $99 Shares 1,224 Est. Cost $53.01 Unrealized +36.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $97 Shares 830 Est. Cost $97.45 Unrealized +12.9%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $92 Shares 459 Est. Cost $182.52 Unrealized
BLACKROCK INC 0.0%
Value ($000) $89 Shares 94 Est. Cost $607.55 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $88 Shares 577 Est. Cost $101.33 Unrealized +31.9%
ARISTA NETWORKS INC 0.0%
Value ($000) $84 Shares 218 Est. Cost $235.51 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $83 Shares 884 Est. Cost $71.08 Unrealized +17.8%
IWM ISHARES TR 0.0%
Value ($000) $82 Shares 371 Est. Cost $204.21 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $82 Shares 456 Est. Cost $165.45 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $82 Shares 142 Est. Cost $328.18 Unrealized +56.0%
CSM PROSHARES TR 0.0%
Value ($000) $82 Shares 1,248 Est. Cost $54.77 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $79 Shares 1,857 Est. Cost $39.11 Unrealized +1.2%
FXH FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $79 Shares 705 Est. Cost $103.55 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $77 Shares 158 Est. Cost $479.11 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $74 Shares 1,329 Est. Cost $44.70 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $73 Shares 883 Est. Cost $55.39 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $73 Shares 385 Est. Cost $153.88 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $72 Shares 1,008 Est. Cost $57.09 Unrealized
HLAL LISTED FD TR 0.0%
Value ($000) $71 Shares 1,366 Est. Cost $46.89 Unrealized
MMM 3M CO 0.0%
Value ($000) $71 Shares 521 Est. Cost $113.23 Unrealized +5.2%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $70 Shares 36 Est. Cost $1006.47 Unrealized +70.0%
KLAC KLA CORP 0.0%
Value ($000) $66 Shares 85 Est. Cost $510.90 Unrealized +51.7%
UMMA LISTED FD TR 0.0%
Value ($000) $64 Shares 2,519 Est. Cost $23.26 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $63 Shares 279 Est. Cost $165.27 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $63 Shares 1,123 Est. Cost $55.70 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $62 Shares 499 Est. Cost $86.70 Unrealized +32.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $62 Shares 2,125 Est. Cost $12.43 Unrealized +143.9%
ITA ISHARES TR 0.0%
Value ($000) $61 Shares 408 Est. Cost $126.60 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $61 Shares 1,500 Est. Cost $51.73 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $59 Shares 240 Est. Cost $187.00 Unrealized +25.5%
PTLC PACER FDS TR 0.0%
Value ($000) $59 Shares 1,123 Est. Cost $35.60 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $59 Shares 235 Est. Cost $176.58 Unrealized +30.1%
IYM ISHARES TR 0.0%
Value ($000) $56 Shares 376 Est. Cost $130.32 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $56 Shares 846 Est. Cost $57.54 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $55 Shares 267 Est. Cost $179.74 Unrealized +4.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $55 Shares 314 Est. Cost $160.99 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $55 Shares 566 Est. Cost $87.45 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $51 Shares 1,266 Est. Cost $27.06 Unrealized +31.3%
MMIN NEW YORK LIFE INVTS ACTIVE E 0.0%
Value ($000) $51 Shares 2,074 Est. Cost $24.58 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $51 Shares 162 Est. Cost $148.76 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $51 Shares 96 Est. Cost $393.94 Unrealized +21.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $50 Shares 4,443 Est. Cost $32.16 Unrealized -55.3%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $49 Shares 400 Est. Cost $71.16 Unrealized +54.3%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $48 Shares 1,112 Est. Cost $22.74 Unrealized +69.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $47 Shares 80 Est. Cost $469.80 Unrealized +16.7%
FVD FIRST TR VALUE LINE DIVID IN 0.0%
Value ($000) $43 Shares 951 Est. Cost $45.49 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $43 Shares 23,371 Est. Cost $0.49 Unrealized +257.1%
DHR DANAHER CORPORATION 0.0%
Value ($000) $41 Shares 148 Est. Cost $209.40 Unrealized +25.3%
IUSG ISHARES TR 0.0%
Value ($000) $40 Shares 300 Est. Cost $117.13 Unrealized
XYLD GLOBAL X FDS 0.0%
Value ($000) $39 Shares 930 Est. Cost $39.34 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $38 Shares 433 Est. Cost $73.24 Unrealized +4.9%
CB CHUBB LIMITED 0.0%
Value ($000) $38 Shares 131 Est. Cost $207.58 Unrealized +30.4%
IHI ISHARES TR 0.0%
Value ($000) $37 Shares 633 Est. Cost $79.74 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $37 Shares 64 Est. Cost $416.74 Unrealized +23.9%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $37 Shares 312 Est. Cost $59.60 Unrealized +79.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $36 Shares 430 Est. Cost $62.92 Unrealized +16.1%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $36 Shares 429 Est. Cost $67.68 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $36 Shares 40 Est. Cost $735.97 Unrealized +8.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $35 Shares 520 Est. Cost $50.60 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $35 Shares 250 Est. Cost $68.23 Unrealized +89.6%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $32 Shares 111 Est. Cost $52.53 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $32 Shares 274 Est. Cost $117.62 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $32 Shares 630 Est. Cost $32.26 Unrealized +41.1%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $31 Shares 175 Est. Cost $58.80 Unrealized +170.9%
IVW ISHARES TR 0.0%
Value ($000) $31 Shares 324 Est. Cost $107.25 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $28 Shares 895 Est. Cost $30.10 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $27 Shares 320 Est. Cost $60.59 Unrealized +26.4%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $27 Shares 318 Est. Cost $73.59 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $26 Shares 458 Est. Cost $44.75 Unrealized +14.3%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $26 Shares 849 Est. Cost $29.99 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $26 Shares 408 Est. Cost $47.58 Unrealized +15.6%
MUB ISHARES TR 0.0%
Value ($000) $26 Shares 235 Est. Cost $105.52 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $25 Shares 301 Est. Cost $83.80 Unrealized
SYM SYMBOTIC INC 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $41.14 Unrealized -34.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $24 Shares 329 Est. Cost $60.14 Unrealized +11.7%
OGN ORGANON &CO 0.0%
Value ($000) $24 Shares 1,246 Est. Cost $27.64 Unrealized -28.7%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $24 Shares 133 Est. Cost $120.38 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $24 Shares 124 Est. Cost $145.51 Unrealized +23.3%
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $43.20 Unrealized +11.3%
VMC VULCAN MATLS CO 0.0%
Value ($000) $23 Shares 92 Est. Cost $145.59 Unrealized +68.9%
NEAR ISHARES U S ETF TR 0.0%
Value ($000) $22 Shares 422 Est. Cost $50.46 Unrealized
DGRW WISDOMTREE TR 0.0%
Value ($000) $21 Shares 250 Est. Cost $60.00 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $20 Shares 40 Est. Cost $339.10 Unrealized +58.2%
SPSK TIDAL ETF TR 0.0%
Value ($000) $20 Shares 1,080 Est. Cost $17.63 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 226 Est. Cost $75.60 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $20 Shares 135 Est. Cost $151.35 Unrealized
CWB SPDR SER TR 0.0%
Value ($000) $19 Shares 250 Est. Cost $79.15 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $19 Shares 47 Est. Cost $225.35 Unrealized +53.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $18 Shares 91 Est. Cost $184.24 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $18 Shares 51 Est. Cost $288.48 Unrealized +11.9%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 73 Est. Cost $243.47 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $17 Shares 57 Est. Cost $249.73 Unrealized +6.8%
GOVT ISHARES TR 0.0%
Value ($000) $17 Shares 734 Est. Cost $23.45 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $17 Shares 294 Est. Cost $58.27 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $17 Shares 493 Est. Cost $31.61 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $17 Shares 65 Est. Cost $168.55 Unrealized +42.5%
WELL WELLTOWER INC 0.0%
Value ($000) $17 Shares 129 Est. Cost $90.38 Unrealized +25.9%
GO GROCERY OUTLET HLDG CORP 0.0%
Value ($000) $16 Shares 928 Est. Cost $28.17 Unrealized -32.8%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $16 Shares 68 Est. Cost $139.61 Unrealized +54.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $206.08 Unrealized -67.6%
BA BOEING CO 0.0%
Value ($000) $15 Shares 100 Est. Cost $168.71 Unrealized +1.6%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $15 Shares 430 Est. Cost $28.98 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $15 Shares 297 Est. Cost $38.09 Unrealized
DISV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $15 Shares 517 Est. Cost $27.19 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $15 Shares 220 Est. Cost $49.76 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $15 Shares 110 Est. Cost $135.93 Unrealized -10.2%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $14 Shares 10 Est. Cost $676.05 Unrealized +70.5%
DFIV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $14 Shares 374 Est. Cost $36.75 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $14 Shares 198 Est. Cost $117.89 Unrealized -22.7%
DIHP DIMENSIONAL ETF TRUST 0.0%
Value ($000) $14 Shares 499 Est. Cost $26.94 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.0%
Value ($000) $14 Shares 420 Est. Cost $27.36 Unrealized
FNB F N B CORP 0.0%
Value ($000) $13 Shares 946 Est. Cost $12.00 Unrealized +13.8%
EEMV ISHARES INC 0.0%
Value ($000) $13 Shares 204 Est. Cost $54.98 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $13 Shares 45 Est. Cost $235.11 Unrealized
CMCO COLUMBUS MCKINNON CORP N Y 0.0%
Value ($000) $13 Shares 350 Est. Cost $44.19 Unrealized -24.9%
INTU INTUIT 0.0%
Value ($000) $12 Shares 19 Est. Cost $529.66 Unrealized +19.5%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 395 Est. Cost $24.85 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $12 Shares 280 Est. Cost $37.29 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $11 Shares 30 Est. Cost $255.88 Unrealized +34.8%
IAGG ISHARES TR 0.0%
Value ($000) $11 Shares 216 Est. Cost $49.93 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $11 Shares 40 Est. Cost $155.44 Unrealized +82.8%
IUSV ISHARES TR 0.0%
Value ($000) $11 Shares 117 Est. Cost $61.11 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $11 Shares 2,500 Est. Cost $1.55 Unrealized +217.3%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $10 Shares 312 Est. Cost $28.84 Unrealized +15.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $158.43 Unrealized +21.8%
VDC VANGUARD WORLD FD 0.0%
Value ($000) $10 Shares 45 Est. Cost $182.67 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $10 Shares 166 Est. Cost $26.79 Unrealized +100.8%
PRCH PORCH GROUP INC 0.0%
Value ($000) $10 Shares 6,304 Est. Cost $9.23 Unrealized -83.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $10 Shares 42 Est. Cost $170.53 Unrealized +29.1%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $62.74 Unrealized -33.3%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $9 Shares 129 Est. Cost $60.70 Unrealized -0.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $9 Shares 472 Est. Cost $16.90 Unrealized +0.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $9 Shares 108 Est. Cost $44.26 Unrealized +54.8%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $9 Shares 425 Est. Cost $19.29 Unrealized
AME AMETEK INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $139.44 Unrealized +18.6%
SPYM SPDR SER TR 0.0%
Value ($000) $8 Shares 125 Est. Cost $50.11 Unrealized
DFEV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $8 Shares 289 Est. Cost $25.96 Unrealized
JD JD.COM INC 0.0%
Value ($000) $8 Shares 200 Est. Cost $87.50 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $8 Shares 83 Est. Cost $95.81 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 83 Est. Cost $90.40 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $7 Shares 164 Est. Cost $40.72 Unrealized -18.3%
TSLA TESLA INC 0.0%
Value ($000) $7 Shares 27 Est. Cost $174.77 Unrealized +30.5%
SPRE TIDAL ETF TR 0.0%
Value ($000) $7 Shares 322 Est. Cost $19.93 Unrealized
STERICYCLE INC 0.0%
Value ($000) $7 Shares 116 Est. Cost $49.56 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $7 Shares 142 Est. Cost $27.10 Unrealized +48.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $6 Shares 46 Est. Cost $121.00 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $6 Shares 56 Est. Cost $90.32 Unrealized +24.3%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 75 Est. Cost $66.67 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $6 Shares 23 Est. Cost $197.31 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $5 Shares 49 Est. Cost $73.75 Unrealized +42.4%
TGT TARGET CORP 0.0%
Value ($000) $5 Shares 35 Est. Cost $134.61 Unrealized +4.8%
SPIB SPDR SER TR 0.0%
Value ($000) $5 Shares 159 Est. Cost $33.71 Unrealized
SPHY SPDR SER TR 0.0%
Value ($000) $5 Shares 213 Est. Cost $24.05 Unrealized
ARIS WATER SOLUTIONS INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $16.67 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $5 Shares 24 Est. Cost $174.51 Unrealized +9.4%
PIEDMONT LITHIUM INC 0.0%
Value ($000) $5 Shares 549 Est. Cost $27.38 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $5 Shares 20 Est. Cost $218.04 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $5 Shares 70 Est. Cost $79.84 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $5 Shares 210 Est. Cost $17.73 Unrealized +12.0%
SLQD ISHARES TR 0.0%
Value ($000) $4 Shares 88 Est. Cost $51.39 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $4 Shares 44 Est. Cost $94.66 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $4 Shares 50 Est. Cost $195.21 Unrealized -45.7%
SHV ISHARES TR 0.0%
Value ($000) $4 Shares 38 Est. Cost $110.55 Unrealized
USNA USANA HEALTH SCIENCES INC 0.0%
Value ($000) $4 Shares 109 Est. Cost $66.89 Unrealized -38.6%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 80 Est. Cost $47.16 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $89.60 Unrealized -10.3%
EWJ ISHARES INC 0.0%
Value ($000) $4 Shares 54 Est. Cost $68.24 Unrealized
POWA INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $4 Shares 43 Est. Cost $69.77 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $3 Shares 58 Est. Cost $74.39 Unrealized -22.2%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $72.42 Unrealized +56.5%
PBI PITNEY BOWES INC 0.0%
Value ($000) $3 Shares 408 Est. Cost $11.78 Unrealized -42.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $424.39 Unrealized +28.3%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $3 Shares 28 Est. Cost $102.80 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $3 Shares 77 Est. Cost $33.82 Unrealized -5.9%
APD AIR PRODS &CHEMS INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $242.42 Unrealized +8.6%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $21.71 Unrealized +41.4%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $2 Shares 260 Est. Cost $7.69 Unrealized -3.3%
RTX RTX CORPORATION 0.0%
Value ($000) $2 Shares 19 Est. Cost $75.47 Unrealized +47.2%
EEM ISHARES TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $45142.86 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 99 Est. Cost $14.83 Unrealized +64.4%
FFIV F5 INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $152.36 Unrealized +27.2%
UA UNDER ARMOUR INC 0.0%
Value ($000) $2 Shares 261 Est. Cost $7.23 Unrealized -0.8%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $2 Shares 10 Est. Cost $125.96 Unrealized +68.8%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $2 Shares 27 Est. Cost $57.01 Unrealized +21.0%
GLW CORNING INC 0.0%
Value ($000) $2 Shares 45 Est. Cost $33.27 Unrealized +22.8%
SWK STANLEY BLACK &DECKER INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $131.16 Unrealized -31.1%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $136.41 Unrealized +7.7%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $58.71 Unrealized +1.2%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 58 Est. Cost $35.42 Unrealized -29.7%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $103.98 Unrealized 0.0%
BP BP PLC 0.0%
Value ($000) $1 Shares 39 Est. Cost $32.23 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 103 Est. Cost $9.71 Unrealized +11.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1 Shares 142 Est. Cost $15.32 Unrealized -49.0%
XSD SPDR SER TR 0.0%
Value ($000) $1 Shares 4 Est. Cost $272.50 Unrealized
XNTK SPDR SER TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $207.80 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $239.94 Unrealized +30.5%
ARKK ARK ETF TR 0.0%
Value ($000) $1 Shares 19 Est. Cost $50.11 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $73.76 Unrealized +52.0%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $49.63 Unrealized -9.5%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $103.83 Unrealized
NIO NIO INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.00 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $44.47 Unrealized +62.4%
HIMS HIMS &HERS HEALTH INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $16.64 Unrealized +7.6%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 8 Est. Cost $53.38 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $173.67 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $218.00 Unrealized +3.3%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $25.08 Unrealized +121.1%
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $56.86 Unrealized +158.2%
COMP COMPASS INC 0.0%
Value ($000) $0 Shares 70 Est. Cost $15.59 Unrealized -68.5%
IDU ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $102.00 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 8 Est. Cost $48.44 Unrealized -11.5%
EFA ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $69.06 Unrealized
ATHE ALTERITY THERAPEUTICS LTD 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.77 Unrealized
FATE FATE THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 61 Est. Cost $57.00 Unrealized -93.2%
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $0 Shares 19 Est. Cost $13.90 Unrealized -21.4%
NIKOLA CORP 0.0%
Value ($000) $0 Shares 33 Est. Cost $8.18 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.96 Unrealized +48.4%
AMPWF ARDAGH METAL PACKAGING S A 0.0%
Value ($000) $0 Shares 2,952 Est. Cost $0.10 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.00 Unrealized -37.8%
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 150 Est. Cost $2.07 Unrealized -95.4%
ACCELERATE DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $5.75 Unrealized
ACB AURORA CANNABIS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.87 Unrealized +53.1%