Strategic Financial Concepts, LLC Quant / Systematic

CIK: 0001870686 · Show all filings

Period: Q1 2023 (Next →)

Filing Date: Sep 7, 2023

Total Value ($000): $247,911 (100.0% shares, 0.0% debt)

Holdings (241)

AAPL APPLE INC 3.9%
Value ($000) $9,550 Shares 57,916 Est. Cost $145.49 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 3.5%
Value ($000) $8,730 Shares 58,713 Est. Cost $133.20 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 3.3%
Value ($000) $8,063 Shares 109,207 Est. Cost $73.83 Unrealized
VXUS VANGUARD STAR FDS 3.1%
Value ($000) $7,614 Shares 137,915 Est. Cost $55.21 Unrealized
VOO VANGUARD INDEX FDS 2.8%
Value ($000) $6,907 Shares 18,367 Est. Cost $376.08 Unrealized
QQQ INVESCO QQQ TR 2.6%
Value ($000) $6,455 Shares 20,113 Est. Cost $320.93 Unrealized
IVV ISHARES TR 2.5%
Value ($000) $6,164 Shares 14,995 Est. Cost $411.08 Unrealized
TSLA TESLA INC 2.3%
Value ($000) $5,723 Shares 27,588 Est. Cost $174.45 Unrealized 0.0%
IJH ISHARES TR 2.0%
Value ($000) $5,060 Shares 20,226 Est. Cost $250.17 Unrealized
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $4,461 Shares 21,856 Est. Cost $204.10 Unrealized
AGG ISHARES TR 1.7%
Value ($000) $4,198 Shares 42,135 Est. Cost $99.64 Unrealized
XOM EXXON MOBIL CORP 1.6%
Value ($000) $3,950 Shares 36,017 Est. Cost $100.18 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $3,934 Shares 27,203 Est. Cost $144.62 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 1.6%
Value ($000) $3,923 Shares 87,068 Est. Cost $45.06 Unrealized
SCHD SCHWAB STRATEGIC TR 1.5%
Value ($000) $3,765 Shares 51,465 Est. Cost $73.16 Unrealized
SCHA SCHWAB STRATEGIC TR 1.5%
Value ($000) $3,758 Shares 89,623 Est. Cost $41.93 Unrealized
SCHB SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,321 Shares 69,400 Est. Cost $47.85 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $3,282 Shares 63,801 Est. Cost $51.44 Unrealized
TIP ISHARES TR 1.3%
Value ($000) $3,117 Shares 28,268 Est. Cost $110.25 Unrealized
GCOW PACER FDS TR 1.2%
Value ($000) $3,088 Shares 91,817 Est. Cost $33.63 Unrealized
ILCG ISHARES TR 1.2%
Value ($000) $3,002 Shares 54,227 Est. Cost $55.36 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $2,991 Shares 28,956 Est. Cost $96.61 Unrealized 0.0%
FFIN FIRST FINL BANKSHARES INC 1.0%
Value ($000) $2,532 Shares 79,368 Est. Cost $32.55 Unrealized 0.0%
DGRO ISHARES TR 1.0%
Value ($000) $2,518 Shares 50,373 Est. Cost $49.99 Unrealized
TFLO ISHARES TR 1.0%
Value ($000) $2,434 Shares 48,117 Est. Cost $50.59 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $2,429 Shares 9,738 Est. Cost $249.44 Unrealized
AVUS AMERICAN CENTY ETF TR 1.0%
Value ($000) $2,379 Shares 33,569 Est. Cost $70.88 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,299 Shares 43,000 Est. Cost $53.47 Unrealized
NOBL PROSHARES TR 0.9%
Value ($000) $2,152 Shares 23,586 Est. Cost $91.24 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $2,087 Shares 46,199 Est. Cost $45.17 Unrealized
VV VANGUARD INDEX FDS 0.8%
Value ($000) $2,040 Shares 10,919 Est. Cost $186.81 Unrealized
IGSB ISHARES TR 0.8%
Value ($000) $2,018 Shares 39,926 Est. Cost $50.54 Unrealized
SPTS SPDR SER TR 0.8%
Value ($000) $1,999 Shares 68,395 Est. Cost $29.23 Unrealized
GDX VANECK ETF TRUST 0.8%
Value ($000) $1,959 Shares 60,564 Est. Cost $32.35 Unrealized
AVMU AMERICAN CENTY ETF TR 0.8%
Value ($000) $1,940 Shares 41,650 Est. Cost $46.59 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $1,898 Shares 37,601 Est. Cost $50.48 Unrealized
EFG ISHARES TR 0.7%
Value ($000) $1,795 Shares 19,159 Est. Cost $93.68 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,651 Shares 47,434 Est. Cost $34.80 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $1,621 Shares 10,527 Est. Cost $154.01 Unrealized
SPYV SPDR SER TR 0.6%
Value ($000) $1,579 Shares 38,770 Est. Cost $40.72 Unrealized
SGOV ISHARES TR 0.6%
Value ($000) $1,572 Shares 15,633 Est. Cost $100.58 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.6%
Value ($000) $1,571 Shares 66,882 Est. Cost $23.49 Unrealized
GOVT ISHARES TR 0.6%
Value ($000) $1,539 Shares 65,836 Est. Cost $23.38 Unrealized
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,488 Shares 5,162 Est. Cost $249.46 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,475 Shares 33,208 Est. Cost $44.43 Unrealized
SPYG SPDR SER TR 0.6%
Value ($000) $1,473 Shares 26,606 Est. Cost $55.36 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,412 Shares 9,353 Est. Cost $151.01 Unrealized
XLE SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,403 Shares 16,942 Est. Cost $82.83 Unrealized
HDV ISHARES TR 0.6%
Value ($000) $1,375 Shares 13,525 Est. Cost $101.66 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $1,374 Shares 86,112 Est. Cost $15.96 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,346 Shares 3,288 Est. Cost $409.41 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,337 Shares 52,490 Est. Cost $25.48 Unrealized
SHY ISHARES TR 0.5%
Value ($000) $1,289 Shares 15,693 Est. Cost $82.16 Unrealized
FALN ISHARES TR 0.5%
Value ($000) $1,288 Shares 50,967 Est. Cost $25.27 Unrealized
SHYG ISHARES TR 0.5%
Value ($000) $1,282 Shares 30,747 Est. Cost $41.68 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,273 Shares 9,219 Est. Cost $138.12 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $1,270 Shares 6,349 Est. Cost $192.20 Unrealized 0.0%
GLD SPDR GOLD TR 0.5%
Value ($000) $1,204 Shares 6,571 Est. Cost $183.22 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,164 Shares 4,192 Est. Cost $21.62 Unrealized 0.0%
BIBL NORTHERN LTS FD TR IV 0.5%
Value ($000) $1,144 Shares 36,408 Est. Cost $31.43 Unrealized
SPTM SPDR SER TR 0.4%
Value ($000) $1,106 Shares 21,936 Est. Cost $50.43 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $1,042 Shares 33,361 Est. Cost $31.22 Unrealized
DGRW WISDOMTREE TR 0.4%
Value ($000) $1,035 Shares 16,605 Est. Cost $62.34 Unrealized
IWY ISHARES TR 0.4%
Value ($000) $993 Shares 7,150 Est. Cost $138.92 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $980 Shares 5,168 Est. Cost $189.56 Unrealized
OKE ONEOK INC NEW 0.4%
Value ($000) $944 Shares 14,851 Est. Cost $57.32 Unrealized 0.0%
TIPX SPDR SER TR 0.4%
Value ($000) $927 Shares 48,726 Est. Cost $19.03 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $906 Shares 4,861 Est. Cost $186.33 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $891 Shares 5,461 Est. Cost $148.45 Unrealized 0.0%
WMT WALMART INC 0.4%
Value ($000) $886 Shares 6,012 Est. Cost $45.79 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $885 Shares 6,835 Est. Cost $129.46 Unrealized
TDTT FLEXSHARES TR 0.3%
Value ($000) $866 Shares 35,825 Est. Cost $24.17 Unrealized
ACWV ISHARES INC 0.3%
Value ($000) $860 Shares 8,890 Est. Cost $96.75 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $841 Shares 8,107 Est. Cost $95.22 Unrealized 0.0%
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $833 Shares 20,752 Est. Cost $40.16 Unrealized
AVDE AMERICAN CENTY ETF TR 0.3%
Value ($000) $814 Shares 14,271 Est. Cost $57.03 Unrealized
T AT&T INC 0.3%
Value ($000) $790 Shares 41,055 Est. Cost $16.36 Unrealized 0.0%
STIP ISHARES TR 0.3%
Value ($000) $767 Shares 7,732 Est. Cost $99.22 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $741 Shares 19,824 Est. Cost $37.37 Unrealized
IWR ISHARES TR 0.3%
Value ($000) $738 Shares 10,556 Est. Cost $69.92 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $720 Shares 6,921 Est. Cost $95.84 Unrealized 0.0%
CEF SPROTT PHYSICAL GOLD & SILVE 0.3%
Value ($000) $714 Shares 37,735 Est. Cost $18.91 Unrealized
TILL LISTED FD TR 0.3%
Value ($000) $702 Shares 20,209 Est. Cost $34.73 Unrealized
UUP INVESCO DB US DLR INDEX TR 0.3%
Value ($000) $696 Shares 24,961 Est. Cost $27.88 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $695 Shares 16,908 Est. Cost $41.09 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $694 Shares 16,393 Est. Cost $42.35 Unrealized
DIVO AMPLIFY ETF TR 0.3%
Value ($000) $685 Shares 19,299 Est. Cost $35.47 Unrealized
QYLD GLOBAL X FDS 0.3%
Value ($000) $674 Shares 39,323 Est. Cost $17.15 Unrealized
SPDR SER TR 0.3%
Value ($000) $653 Shares 7,766 Est. Cost $84.03 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $650 Shares 6,163 Est. Cost $105.50 Unrealized
USHY ISHARES TR 0.3%
Value ($000) $640 Shares 18,006 Est. Cost $35.55 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.3%
Value ($000) $631 Shares 13,181 Est. Cost $47.88 Unrealized
EMXC ISHARES INC 0.3%
Value ($000) $627 Shares 12,714 Est. Cost $49.33 Unrealized
MPLX MPLX LP 0.2%
Value ($000) $596 Shares 17,298 Est. Cost $34.45 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $574 Shares 11,407 Est. Cost $50.32 Unrealized
SPAB SPDR SER TR 0.2%
Value ($000) $564 Shares 21,876 Est. Cost $25.79 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $562 Shares 4,259 Est. Cost $132.01 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $562 Shares 26,671 Est. Cost $21.08 Unrealized
V VISA INC 0.2%
Value ($000) $558 Shares 2,477 Est. Cost $217.85 Unrealized 0.0%
DEUS DBX ETF TR 0.2%
Value ($000) $556 Shares 12,882 Est. Cost $43.17 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $550 Shares 5,684 Est. Cost $96.70 Unrealized
IHDG WISDOMTREE TR 0.2%
Value ($000) $546 Shares 13,851 Est. Cost $39.42 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $543 Shares 1,838 Est. Cost $284.64 Unrealized 0.0%
BAB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $535 Shares 19,896 Est. Cost $26.88 Unrealized
SCHH SCHWAB STRATEGIC TR 0.2%
Value ($000) $533 Shares 27,308 Est. Cost $19.50 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $520 Shares 1,048 Est. Cost $471.27 Unrealized 0.0%
DBA INVESCO DB MULTI-SECTOR COMM 0.2%
Value ($000) $520 Shares 25,455 Est. Cost $20.43 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $516 Shares 19,923 Est. Cost $25.90 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.2%
Value ($000) $514 Shares 48,450 Est. Cost $7.68 Unrealized 0.0%
PSR INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $507 Shares 5,792 Est. Cost $87.46 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $504 Shares 15,679 Est. Cost $32.15 Unrealized
REZ ISHARES TR 0.2%
Value ($000) $502 Shares 7,111 Est. Cost $70.62 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $498 Shares 3,126 Est. Cost $138.12 Unrealized 0.0%
AGNC AGNC INVT CORP 0.2%
Value ($000) $485 Shares 48,154 Est. Cost $10.08 Unrealized
SDIV GLOBAL X FDS 0.2%
Value ($000) $482 Shares 20,917 Est. Cost $23.04 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $482 Shares 6,319 Est. Cost $76.23 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $478 Shares 1,549 Est. Cost $308.18 Unrealized 0.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $478 Shares 10,708 Est. Cost $36.29 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $465 Shares 1,207 Est. Cost $385.57 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $465 Shares 2,997 Est. Cost $147.89 Unrealized 0.0%
SPYD SPDR SER TR 0.2%
Value ($000) $456 Shares 12,009 Est. Cost $38.00 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $452 Shares 35,907 Est. Cost $10.20 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $438 Shares 3,432 Est. Cost $116.41 Unrealized 0.0%
GUGGENHEIM STRATEGIC OPPORTU 0.2%
Value ($000) $438 Shares 27,067 Est. Cost $16.17 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $435 Shares 11,181 Est. Cost $32.70 Unrealized 0.0%
SPTI SPDR SER TR 0.2%
Value ($000) $432 Shares 14,915 Est. Cost $28.94 Unrealized
ONEY SPDR SER TR 0.2%
Value ($000) $425 Shares 4,507 Est. Cost $94.31 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $423 Shares 3,158 Est. Cost $134.07 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $419 Shares 4,602 Est. Cost $82.04 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $409 Shares 2,100 Est. Cost $194.89 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $408 Shares 6,031 Est. Cost $67.69 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $403 Shares 4,428 Est. Cost $91.05 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $396 Shares 1,746 Est. Cost $226.82 Unrealized
JETS ETF SER SOLUTIONS 0.2%
Value ($000) $395 Shares 21,222 Est. Cost $18.63 Unrealized
SDOG ALPS ETF TR 0.2%
Value ($000) $394 Shares 7,696 Est. Cost $51.20 Unrealized
IWN ISHARES TR 0.2%
Value ($000) $393 Shares 2,866 Est. Cost $137.03 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $383 Shares 1,567 Est. Cost $244.34 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $371 Shares 6,790 Est. Cost $54.60 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $370 Shares 13,277 Est. Cost $27.84 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $366 Shares 8,909 Est. Cost $41.03 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $364 Shares 5,583 Est. Cost $65.17 Unrealized
DE DEERE & CO 0.1%
Value ($000) $354 Shares 858 Est. Cost $397.09 Unrealized 0.0%
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $344 Shares 6,496 Est. Cost $52.89 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $341 Shares 4,022 Est. Cost $84.90 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $340 Shares 2,436 Est. Cost $123.00 Unrealized 0.0%
IEFA ISHARES TR 0.1%
Value ($000) $335 Shares 5,016 Est. Cost $66.85 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $334 Shares 16,205 Est. Cost $20.59 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $321 Shares 11,443 Est. Cost $28.02 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $315 Shares 5,442 Est. Cost $57.97 Unrealized
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $315 Shares 1,035 Est. Cost $295.02 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $313 Shares 3,158 Est. Cost $99.49 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $308 Shares 7,806 Est. Cost $39.42 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $305 Shares 1,040 Est. Cost $270.53 Unrealized 0.0%
TEKLA WORLD HEALTHCARE FD 0.1%
Value ($000) $305 Shares 22,205 Est. Cost $13.74 Unrealized
SPYM SPDR SER TR 0.1%
Value ($000) $298 Shares 6,183 Est. Cost $48.15 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $292 Shares 2,641 Est. Cost $110.50 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.1%
Value ($000) $291 Shares 24,900 Est. Cost $11.67 Unrealized
ETF SER SOLUTIONS 0.1%
Value ($000) $290 Shares 14,765 Est. Cost $19.65 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $289 Shares 1,362 Est. Cost $169.12 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $287 Shares 3,837 Est. Cost $74.72 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $285 Shares 1,566 Est. Cost $158.70 Unrealized 0.0%
TPLC TIMOTHY PLAN 0.1%
Value ($000) $283 Shares 8,218 Est. Cost $34.45 Unrealized
APG API GROUP CORP 0.1%
Value ($000) $282 Shares 12,547 Est. Cost $14.36 Unrealized 0.0%
AVIG AMERICAN CENTY ETF TR 0.1%
Value ($000) $279 Shares 6,619 Est. Cost $42.13 Unrealized
XAR SPDR SER TR 0.1%
Value ($000) $276 Shares 2,363 Est. Cost $116.93 Unrealized
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $273 Shares 5,700 Est. Cost $47.95 Unrealized
UNITI GROUP INC 0.1%
Value ($000) $267 Shares 75,200 Est. Cost $3.55 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $265 Shares 4,601 Est. Cost $57.54 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $265 Shares 10,850 Est. Cost $24.40 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $263 Shares 2,840 Est. Cost $92.58 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $261 Shares 2,335 Est. Cost $101.94 Unrealized 0.0%
SHAG WISDOMTREE TR 0.1%
Value ($000) $258 Shares 5,478 Est. Cost $47.17 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $257 Shares 1,325 Est. Cost $193.59 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $256 Shares 2,556 Est. Cost $98.50 Unrealized 0.0%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $255 Shares 5,331 Est. Cost $47.82 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $255 Shares 7,929 Est. Cost $32.12 Unrealized
CORNERSTONE STRATEGIC VALUE 0.1%
Value ($000) $254 Shares 32,667 Est. Cost $7.79 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $254 Shares 6,665 Est. Cost $32.44 Unrealized 0.0%
STOT SSGA ACTIVE TR 0.1%
Value ($000) $254 Shares 5,466 Est. Cost $46.43 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $251 Shares 2,362 Est. Cost $98.68 Unrealized 0.0%
MDYV SPDR SER TR 0.1%
Value ($000) $251 Shares 3,794 Est. Cost $66.08 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $248 Shares 1,100 Est. Cost $210.96 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $246 Shares 100 Est. Cost $2438.91 Unrealized 0.0%
MTUM ISHARES TR 0.1%
Value ($000) $245 Shares 1,760 Est. Cost $139.06 Unrealized
SHM SPDR SER TR 0.1%
Value ($000) $245 Shares 5,147 Est. Cost $47.55 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $244 Shares 1,537 Est. Cost $158.81 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $242 Shares 3,786 Est. Cost $63.88 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $241 Shares 1,940 Est. Cost $124.05 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $240 Shares 1,575 Est. Cost $152.30 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $239 Shares 1,826 Est. Cost $120.73 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $237 Shares 1,822 Est. Cost $128.16 Unrealized 0.0%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $231 Shares 6,517 Est. Cost $35.50 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $230 Shares 4,574 Est. Cost $50.27 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $230 Shares 11,321 Est. Cost $20.28 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $228 Shares 4,310 Est. Cost $47.24 Unrealized 0.0%
IDV ISHARES TR 0.1%
Value ($000) $226 Shares 8,207 Est. Cost $27.49 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $225 Shares 6,928 Est. Cost $31.85 Unrealized 0.0%
SOXX ISHARES TR 0.1%
Value ($000) $225 Shares 505 Est. Cost $444.77 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $224 Shares 2,127 Est. Cost $113.27 Unrealized 0.0%
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $223 Shares 37,300 Est. Cost $5.98 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $220 Shares 2,176 Est. Cost $101.02 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $220 Shares 3,539 Est. Cost $55.41 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $219 Shares 857 Est. Cost $246.36 Unrealized 0.0%
FSK FS KKR CAP CORP 0.1%
Value ($000) $216 Shares 11,682 Est. Cost $12.15 Unrealized 0.0%
MEAR ISHARES U S ETF TR 0.1%
Value ($000) $216 Shares 4,325 Est. Cost $49.96 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $215 Shares 3,080 Est. Cost $61.12 Unrealized 0.0%
PCY INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $214 Shares 11,149 Est. Cost $19.18 Unrealized
EFC ELLINGTON FINANCIAL INC 0.1%
Value ($000) $214 Shares 17,500 Est. Cost $12.21 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $210 Shares 16,855 Est. Cost $12.47 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $210 Shares 2,319 Est. Cost $90.45 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $209 Shares 4,289 Est. Cost $48.79 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $208 Shares 1,684 Est. Cost $123.70 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $208 Shares 572 Est. Cost $357.45 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $207 Shares 2,492 Est. Cost $83.02 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $206 Shares 6,317 Est. Cost $27.52 Unrealized 0.0%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $206 Shares 16,000 Est. Cost $13.98 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $205 Shares 3,920 Est. Cost $44.85 Unrealized 0.0%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $204 Shares 3,295 Est. Cost $62.06 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $204 Shares 9,995 Est. Cost $20.43 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $204 Shares 593 Est. Cost $329.89 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $202 Shares 1,217 Est. Cost $148.63 Unrealized 0.0%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $199 Shares 17,886 Est. Cost $11.12 Unrealized
SMB VANECK ETF TRUST 0.1%
Value ($000) $191 Shares 11,218 Est. Cost $17.00 Unrealized
EATON VANCE RISK-MANAGED DIV 0.1%
Value ($000) $183 Shares 23,000 Est. Cost $7.95 Unrealized
PIMCO CORPORATE & INCOME OPP 0.1%
Value ($000) $178 Shares 14,267 Est. Cost $12.47 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $176 Shares 12,600 Est. Cost $14.00 Unrealized
YYY AMPLIFY ETF TR 0.1%
Value ($000) $170 Shares 14,600 Est. Cost $11.66 Unrealized
SAN BANCO SANTANDER S.A. 0.1%
Value ($000) $154 Shares 41,780 Est. Cost $3.69 Unrealized
NUVEEN PFD & INCOME SECS FD 0.1%
Value ($000) $149 Shares 23,040 Est. Cost $6.46 Unrealized
PSEC PROSPECT CAP CORP 0.1%
Value ($000) $147 Shares 21,133 Est. Cost $4.79 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $137 Shares 11,439 Est. Cost $11.95 Unrealized
EXPI EXP WORLD HLDGS INC 0.1%
Value ($000) $136 Shares 10,700 Est. Cost $12.70 Unrealized 0.0%
GAIN GLADSTONE INVT CORP 0.1%
Value ($000) $133 Shares 10,023 Est. Cost $9.06 Unrealized 0.0%
WESTERN ASSET PREMIER BD FD 0.0%
Value ($000) $111 Shares 10,920 Est. Cost $10.20 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $110 Shares 30,000 Est. Cost $3.66 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP 0.0%
Value ($000) $106 Shares 10,300 Est. Cost $12.10 Unrealized 0.0%
RIVERNORTH DOUBLELINE STRATE 0.0%
Value ($000) $88 Shares 10,300 Est. Cost $8.56 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $81 Shares 12,250 Est. Cost $6.58 Unrealized
ABRDN ASIA PACIFIC INCOME FU 0.0%
Value ($000) $52 Shares 19,723 Est. Cost $2.66 Unrealized
APYX APYX MEDICAL CORPORATION 0.0%
Value ($000) $38 Shares 13,198 Est. Cost $2.92 Unrealized 0.0%
SAB BIOTHERAPEUTICS INC 0.0%
Value ($000) $7 Shares 15,027 Est. Cost $0.44 Unrealized