Strategic Financial Concepts, LLC Quant / Systematic

CIK: 0001870686 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Sep 7, 2023

Total Value ($000): $271,311 (100.0% shares, 0.0% debt)

Holdings (254)

AAPL APPLE INC 4.1%
Value ($000) $11,230 Shares 57,897 Est. Cost $145.49 Unrealized +18.3%
PG PROCTER AND GAMBLE CO 3.3%
Value ($000) $8,916 Shares 58,758 Est. Cost $133.20 Unrealized +6.1%
TSLA TESLA INC 2.7%
Value ($000) $7,226 Shares 27,605 Est. Cost $174.45 Unrealized +14.6%
VOO VANGUARD INDEX FDS 2.6%
Value ($000) $7,163 Shares 17,588 Est. Cost $376.08 Unrealized
QQQ INVESCO QQQ TR 2.5%
Value ($000) $6,744 Shares 18,256 Est. Cost $320.93 Unrealized
VXUS VANGUARD STAR FDS 2.4%
Value ($000) $6,608 Shares 117,835 Est. Cost $55.21 Unrealized
BND VANGUARD BD INDEX FDS 2.2%
Value ($000) $5,925 Shares 81,509 Est. Cost $73.83 Unrealized
AGG ISHARES TR 2.1%
Value ($000) $5,563 Shares 56,790 Est. Cost $99.20 Unrealized
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $5,353 Shares 24,299 Est. Cost $205.72 Unrealized
IVV ISHARES TR 1.9%
Value ($000) $5,081 Shares 11,399 Est. Cost $411.08 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $4,594 Shares 30,703 Est. Cost $145.19 Unrealized
IJH ISHARES TR 1.7%
Value ($000) $4,577 Shares 17,505 Est. Cost $250.17 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 1.6%
Value ($000) $4,273 Shares 96,731 Est. Cost $44.97 Unrealized
SCHD SCHWAB STRATEGIC TR 1.4%
Value ($000) $3,770 Shares 51,916 Est. Cost $73.16 Unrealized
XOM EXXON MOBIL CORP 1.4%
Value ($000) $3,735 Shares 34,825 Est. Cost $100.18 Unrealized -0.6%
SCHA SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,594 Shares 82,063 Est. Cost $41.93 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $3,580 Shares 27,464 Est. Cost $96.61 Unrealized +18.2%
SCHB SCHWAB STRATEGIC TR 1.3%
Value ($000) $3,576 Shares 69,165 Est. Cost $47.85 Unrealized
BIL SPDR SER TR 1.3%
Value ($000) $3,563 Shares 38,809 Est. Cost $91.82 Unrealized
ILCG ISHARES TR 1.3%
Value ($000) $3,471 Shares 55,683 Est. Cost $55.54 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $3,321 Shares 62,843 Est. Cost $51.44 Unrealized
AVUS AMERICAN CENTY ETF TR 1.1%
Value ($000) $3,058 Shares 40,665 Est. Cost $71.63 Unrealized
TIP ISHARES TR 1.1%
Value ($000) $3,042 Shares 28,262 Est. Cost $110.25 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $2,761 Shares 9,759 Est. Cost $249.44 Unrealized
DGRO ISHARES TR 1.0%
Value ($000) $2,674 Shares 51,891 Est. Cost $50.04 Unrealized
SHY ISHARES TR 1.0%
Value ($000) $2,598 Shares 32,048 Est. Cost $81.61 Unrealized
GCOW PACER FDS TR 0.9%
Value ($000) $2,454 Shares 74,021 Est. Cost $33.63 Unrealized
GOVT ISHARES TR 0.9%
Value ($000) $2,438 Shares 106,483 Est. Cost $23.20 Unrealized
SPTS SPDR SER TR 0.9%
Value ($000) $2,405 Shares 83,552 Est. Cost $29.15 Unrealized
VV VANGUARD INDEX FDS 0.9%
Value ($000) $2,309 Shares 11,390 Est. Cost $187.47 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $2,287 Shares 49,517 Est. Cost $45.24 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.8%
Value ($000) $2,261 Shares 79,368 Est. Cost $32.55 Unrealized -17.9%
VEU VANGUARD INTL EQUITY INDEX F 0.8%
Value ($000) $2,163 Shares 39,747 Est. Cost $53.47 Unrealized
NOBL PROSHARES TR 0.8%
Value ($000) $2,053 Shares 21,777 Est. Cost $91.24 Unrealized
AVMU AMERICAN CENTY ETF TR 0.7%
Value ($000) $2,011 Shares 43,574 Est. Cost $46.57 Unrealized
TFLO ISHARES TR 0.7%
Value ($000) $2,002 Shares 39,510 Est. Cost $50.59 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,986 Shares 39,344 Est. Cost $50.48 Unrealized
EFG ISHARES TR 0.7%
Value ($000) $1,947 Shares 20,403 Est. Cost $93.79 Unrealized
GDX VANECK ETF TRUST 0.7%
Value ($000) $1,866 Shares 61,973 Est. Cost $32.30 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,831 Shares 36,524 Est. Cost $50.20 Unrealized
SPAB SPDR SER TR 0.7%
Value ($000) $1,830 Shares 72,131 Est. Cost $25.50 Unrealized
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,779 Shares 49,897 Est. Cost $34.84 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,763 Shares 10,857 Est. Cost $154.27 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,755 Shares 4,148 Est. Cost $21.62 Unrealized +53.4%
MSFT MICROSOFT CORP 0.6%
Value ($000) $1,707 Shares 5,012 Est. Cost $249.46 Unrealized +23.2%
USFR WISDOMTREE TR 0.6%
Value ($000) $1,642 Shares 32,631 Est. Cost $50.31 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $1,586 Shares 99,328 Est. Cost $15.96 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.6%
Value ($000) $1,584 Shares 32,880 Est. Cost $44.43 Unrealized
SPYG SPDR SER TR 0.6%
Value ($000) $1,547 Shares 25,355 Est. Cost $55.36 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,528 Shares 72,618 Est. Cost $21.04 Unrealized
SPDW SPDR INDEX SHS FDS 0.6%
Value ($000) $1,504 Shares 46,217 Est. Cost $32.47 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $1,477 Shares 28,343 Est. Cost $51.25 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,472 Shares 3,321 Est. Cost $409.75 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $1,464 Shares 6,485 Est. Cost $192.31 Unrealized +2.8%
DFAC DIMENSIONAL ETF TRUST 0.5%
Value ($000) $1,452 Shares 53,479 Est. Cost $25.51 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,416 Shares 13,194 Est. Cost $107.32 Unrealized
HDV ISHARES TR 0.5%
Value ($000) $1,396 Shares 13,853 Est. Cost $101.64 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,367 Shares 16,843 Est. Cost $82.83 Unrealized
SGOV ISHARES TR 0.5%
Value ($000) $1,331 Shares 13,226 Est. Cost $100.58 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $1,276 Shares 8,982 Est. Cost $138.12 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,261 Shares 8,298 Est. Cost $141.73 Unrealized
SPTM SPDR SER TR 0.5%
Value ($000) $1,258 Shares 23,104 Est. Cost $50.63 Unrealized
FALN ISHARES TR 0.4%
Value ($000) $1,169 Shares 46,082 Est. Cost $25.27 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $1,112 Shares 6,238 Est. Cost $183.22 Unrealized
BIBL NORTHERN LTS FD TR IV 0.4%
Value ($000) $1,110 Shares 33,754 Est. Cost $31.43 Unrealized
PFF ISHARES TR 0.4%
Value ($000) $1,095 Shares 35,389 Est. Cost $31.20 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.4%
Value ($000) $1,087 Shares 47,756 Est. Cost $23.49 Unrealized
IWY ISHARES TR 0.4%
Value ($000) $1,052 Shares 6,637 Est. Cost $138.92 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $1,045 Shares 5,253 Est. Cost $189.71 Unrealized
DGRW WISDOMTREE TR 0.4%
Value ($000) $1,028 Shares 15,429 Est. Cost $62.34 Unrealized
AVDE AMERICAN CENTY ETF TR 0.4%
Value ($000) $1,005 Shares 17,512 Est. Cost $57.10 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $984 Shares 50,478 Est. Cost $19.42 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $974 Shares 4,834 Est. Cost $186.33 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $968 Shares 8,087 Est. Cost $95.22 Unrealized +20.0%
WMT WALMART INC 0.4%
Value ($000) $955 Shares 6,074 Est. Cost $45.82 Unrealized +6.8%
TIPX SPDR SER TR 0.3%
Value ($000) $899 Shares 48,726 Est. Cost $19.03 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $893 Shares 5,139 Est. Cost $151.01 Unrealized
EMXC ISHARES INC 0.3%
Value ($000) $870 Shares 16,732 Est. Cost $49.97 Unrealized
SPYV SPDR SER TR 0.3%
Value ($000) $865 Shares 20,031 Est. Cost $40.72 Unrealized
SLV ISHARES SILVER TR 0.3%
Value ($000) $842 Shares 40,305 Est. Cost $20.89 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $841 Shares 6,953 Est. Cost $95.84 Unrealized +19.9%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $841 Shares 6,336 Est. Cost $129.46 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $838 Shares 20,905 Est. Cost $40.16 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $834 Shares 5,299 Est. Cost $148.45 Unrealized -3.5%
TDTT FLEXSHARES TR 0.3%
Value ($000) $817 Shares 34,726 Est. Cost $24.17 Unrealized
ACWV ISHARES INC 0.3%
Value ($000) $813 Shares 8,296 Est. Cost $96.75 Unrealized
OKE ONEOK INC NEW 0.3%
Value ($000) $748 Shares 12,119 Est. Cost $57.32 Unrealized -5.6%
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $747 Shares 35,307 Est. Cost $21.10 Unrealized
DIVO AMPLIFY ETF TR 0.3%
Value ($000) $742 Shares 20,614 Est. Cost $35.50 Unrealized
IWR ISHARES TR 0.3%
Value ($000) $738 Shares 10,108 Est. Cost $69.92 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $700 Shares 12,655 Est. Cost $54.94 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $697 Shares 16,665 Est. Cost $41.09 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.3%
Value ($000) $679 Shares 13,658 Est. Cost $47.94 Unrealized
LTC LTC PPTYS INC 0.2%
Value ($000) $676 Shares 20,477 Est. Cost $33.02 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $675 Shares 18,548 Est. Cost $37.37 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $672 Shares 16,878 Est. Cost $42.28 Unrealized
QYLD GLOBAL X FDS 0.2%
Value ($000) $671 Shares 37,788 Est. Cost $17.15 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $662 Shares 6,241 Est. Cost $105.51 Unrealized
UNITI GROUP INC 0.2%
Value ($000) $655 Shares 141,684 Est. Cost $4.05 Unrealized
AVIG AMERICAN CENTY ETF TR 0.2%
Value ($000) $633 Shares 15,305 Est. Cost $41.69 Unrealized
IGSB ISHARES TR 0.2%
Value ($000) $632 Shares 12,597 Est. Cost $50.54 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $628 Shares 13,684 Est. Cost $45.89 Unrealized
T AT&T INC 0.2%
Value ($000) $611 Shares 38,322 Est. Cost $16.36 Unrealized -9.6%
MPLX MPLX LP 0.2%
Value ($000) $589 Shares 17,364 Est. Cost $34.45 Unrealized
V VISA INC 0.2%
Value ($000) $587 Shares 2,471 Est. Cost $217.85 Unrealized +3.0%
TILL LISTED FD TR 0.2%
Value ($000) $578 Shares 16,907 Est. Cost $34.73 Unrealized
DEUS DBX ETF TR 0.2%
Value ($000) $577 Shares 12,859 Est. Cost $43.17 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $575 Shares 1,850 Est. Cost $284.64 Unrealized -2.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $569 Shares 1,056 Est. Cost $471.27 Unrealized +3.4%
IHDG WISDOMTREE TR 0.2%
Value ($000) $563 Shares 14,022 Est. Cost $39.43 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $562 Shares 5,641 Est. Cost $96.70 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $544 Shares 5,578 Est. Cost $99.22 Unrealized
REZ ISHARES TR 0.2%
Value ($000) $534 Shares 7,285 Est. Cost $70.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $533 Shares 1,562 Est. Cost $308.18 Unrealized +5.9%
CEF SPROTT PHYSICAL GOLD & SILVE 0.2%
Value ($000) $533 Shares 29,556 Est. Cost $18.91 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $532 Shares 1,202 Est. Cost $385.57 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $528 Shares 19,896 Est. Cost $26.88 Unrealized
SCHH SCHWAB STRATEGIC TR 0.2%
Value ($000) $527 Shares 26,976 Est. Cost $19.50 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.2%
Value ($000) $517 Shares 48,550 Est. Cost $7.68 Unrealized +1.1%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $516 Shares 25,090 Est. Cost $20.58 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $515 Shares 19,538 Est. Cost $25.90 Unrealized
PSR INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $510 Shares 5,883 Est. Cost $87.45 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $506 Shares 3,060 Est. Cost $147.91 Unrealized +0.7%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $503 Shares 6,706 Est. Cost $66.81 Unrealized
SPTI SPDR SER TR 0.2%
Value ($000) $491 Shares 17,355 Est. Cost $28.85 Unrealized
AGNC AGNC INVT CORP 0.2%
Value ($000) $487 Shares 48,036 Est. Cost $10.08 Unrealized
SPSM SPDR SER TR 0.2%
Value ($000) $474 Shares 12,204 Est. Cost $38.84 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $466 Shares 30,788 Est. Cost $10.20 Unrealized +4.8%
SDIV GLOBAL X FDS 0.2%
Value ($000) $459 Shares 20,324 Est. Cost $23.04 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $453 Shares 9,997 Est. Cost $36.29 Unrealized +0.8%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $448 Shares 3,241 Est. Cost $134.18 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $446 Shares 12,000 Est. Cost $32.59 Unrealized -4.3%
ONEY SPDR SER TR 0.2%
Value ($000) $440 Shares 4,614 Est. Cost $94.33 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $438 Shares 11,820 Est. Cost $38.00 Unrealized
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $436 Shares 8,106 Est. Cost $53.07 Unrealized
IWP ISHARES TR 0.2%
Value ($000) $436 Shares 4,508 Est. Cost $91.15 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $433 Shares 2,106 Est. Cost $194.89 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $431 Shares 1,567 Est. Cost $244.34 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $427 Shares 1,761 Est. Cost $226.82 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $427 Shares 5,752 Est. Cost $74.54 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.2%
Value ($000) $423 Shares 26,608 Est. Cost $16.17 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $420 Shares 5,546 Est. Cost $76.23 Unrealized
SHYG ISHARES TR 0.2%
Value ($000) $419 Shares 10,117 Est. Cost $41.68 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $418 Shares 3,100 Est. Cost $138.12 Unrealized -3.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $413 Shares 3,466 Est. Cost $116.41 Unrealized -6.9%
IWN ISHARES TR 0.1%
Value ($000) $407 Shares 2,890 Est. Cost $137.03 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $387 Shares 4,602 Est. Cost $82.04 Unrealized -2.6%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $385 Shares 19,119 Est. Cost $20.22 Unrealized
SDOG ALPS ETF TR 0.1%
Value ($000) $381 Shares 7,627 Est. Cost $51.20 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $378 Shares 11,212 Est. Cost $32.15 Unrealized
BUG GLOBAL X FDS 0.1%
Value ($000) $364 Shares 15,005 Est. Cost $24.26 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $363 Shares 12,978 Est. Cost $27.84 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $361 Shares 8,902 Est. Cost $41.03 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $356 Shares 1,899 Est. Cost $187.22 Unrealized
USO UNITED STS OIL FD LP 0.1%
Value ($000) $347 Shares 5,459 Est. Cost $63.55 Unrealized
DE DEERE & CO 0.1%
Value ($000) $344 Shares 850 Est. Cost $397.09 Unrealized -7.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $344 Shares 1,043 Est. Cost $270.53 Unrealized +2.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $343 Shares 7,100 Est. Cost $48.37 Unrealized
APG API GROUP CORP 0.1%
Value ($000) $342 Shares 12,547 Est. Cost $14.36 Unrealized +7.8%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $332 Shares 1,035 Est. Cost $295.02 Unrealized -2.0%
IEFA ISHARES TR 0.1%
Value ($000) $330 Shares 4,891 Est. Cost $66.85 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $328 Shares 3,162 Est. Cost $99.49 Unrealized -5.0%
IYR ISHARES TR 0.1%
Value ($000) $319 Shares 3,690 Est. Cost $84.90 Unrealized
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $318 Shares 5,878 Est. Cost $48.14 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $315 Shares 2,685 Est. Cost $121.53 Unrealized -11.8%
ANGL VANECK ETF TRUST 0.1%
Value ($000) $313 Shares 11,275 Est. Cost $28.02 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $310 Shares 7,737 Est. Cost $39.42 Unrealized +0.6%
PTLC PACER FDS TR 0.1%
Value ($000) $308 Shares 7,450 Est. Cost $41.30 Unrealized
ETF SER SOLUTIONS 0.1%
Value ($000) $305 Shares 14,165 Est. Cost $19.65 Unrealized
TEKLA WORLD HEALTHCARE FD 0.1%
Value ($000) $304 Shares 21,705 Est. Cost $13.74 Unrealized
QDIV GLOBAL X FDS 0.1%
Value ($000) $303 Shares 9,602 Est. Cost $31.53 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $299 Shares 1,616 Est. Cost $159.07 Unrealized +7.2%
EATON VANCE TAX-MANAGED DIVE 0.1%
Value ($000) $299 Shares 24,000 Est. Cost $11.67 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $294 Shares 861 Est. Cost $246.36 Unrealized +22.8%
CORNERSTONE STRATEGIC VALUE 0.1%
Value ($000) $294 Shares 35,067 Est. Cost $7.83 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $292 Shares 2,008 Est. Cost $128.30 Unrealized +1.1%
XAR SPDR SER TR 0.1%
Value ($000) $291 Shares 2,398 Est. Cost $117.00 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $290 Shares 618 Est. Cost $333.19 Unrealized +23.5%
STOT SSGA ACTIVE TR 0.1%
Value ($000) $281 Shares 6,045 Est. Cost $46.43 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $279 Shares 2,417 Est. Cost $98.82 Unrealized +5.7%
TPLC TIMOTHY PLAN 0.1%
Value ($000) $274 Shares 7,615 Est. Cost $34.45 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $271 Shares 1,100 Est. Cost $210.96 Unrealized +5.6%
MDYV SPDR SER TR 0.1%
Value ($000) $271 Shares 3,933 Est. Cost $66.18 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $269 Shares 4,462 Est. Cost $57.54 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $269 Shares 4,160 Est. Cost $56.53 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $267 Shares 3,787 Est. Cost $63.88 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $264 Shares 520 Est. Cost $446.57 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $261 Shares 911 Est. Cost $169.12 Unrealized +44.9%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $260 Shares 2,252 Est. Cost $101.94 Unrealized -7.4%
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $258 Shares 7,503 Est. Cost $34.38 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $258 Shares 1,325 Est. Cost $193.59 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $257 Shares 10,900 Est. Cost $24.40 Unrealized
SHAG WISDOMTREE TR 0.1%
Value ($000) $255 Shares 5,478 Est. Cost $47.17 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $253 Shares 1,888 Est. Cost $120.65 Unrealized -2.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $252 Shares 2,821 Est. Cost $97.94 Unrealized -5.5%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $251 Shares 6,943 Est. Cost $31.85 Unrealized -7.4%
AZO AUTOZONE INC 0.1%
Value ($000) $249 Shares 100 Est. Cost $2438.91 Unrealized +4.6%
IWD ISHARES TR 0.1%
Value ($000) $249 Shares 1,577 Est. Cost $152.30 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $246 Shares 2,951 Est. Cost $83.35 Unrealized
ABRDN ASIA PACIFIC INCOME FU 0.1%
Value ($000) $244 Shares 90,342 Est. Cost $2.69 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $244 Shares 2,599 Est. Cost $92.58 Unrealized
SHM SPDR SER TR 0.1%
Value ($000) $242 Shares 5,152 Est. Cost $47.55 Unrealized
EFC ELLINGTON FINANCIAL INC 0.1%
Value ($000) $242 Shares 17,500 Est. Cost $12.21 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $241 Shares 16,300 Est. Cost $13.97 Unrealized -1.8%
QUAL ISHARES TR 0.1%
Value ($000) $233 Shares 1,729 Est. Cost $124.05 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $233 Shares 4,915 Est. Cost $47.82 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $232 Shares 18,249 Est. Cost $12.49 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $228 Shares 2,123 Est. Cost $113.27 Unrealized -15.5%
FSK FS KKR CAP CORP 0.1%
Value ($000) $227 Shares 11,812 Est. Cost $12.16 Unrealized +3.9%
ESGU ISHARES TR 0.1%
Value ($000) $226 Shares 2,320 Est. Cost $90.45 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $225 Shares 3,087 Est. Cost $61.12 Unrealized +12.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $222 Shares 5,970 Est. Cost $32.44 Unrealized -1.2%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $221 Shares 2,126 Est. Cost $101.02 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $219 Shares 1,518 Est. Cost $139.06 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $219 Shares 3,853 Est. Cost $47.24 Unrealized +5.7%
EXPI EXP WORLD HLDGS INC 0.1%
Value ($000) $218 Shares 10,739 Est. Cost $12.70 Unrealized +12.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $215 Shares 547 Est. Cost $357.45 Unrealized +3.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $215 Shares 447 Est. Cost $464.88 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $214 Shares 1,296 Est. Cost $158.81 Unrealized
SLYG SPDR SER TR 0.1%
Value ($000) $214 Shares 2,785 Est. Cost $76.96 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $213 Shares 9,895 Est. Cost $20.43 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $213 Shares 1,738 Est. Cost $123.66 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $213 Shares 3,536 Est. Cost $55.41 Unrealized +3.5%
TGT TARGET CORP 0.1%
Value ($000) $213 Shares 1,613 Est. Cost $145.28 Unrealized -7.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $212 Shares 443 Est. Cost $478.67 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $212 Shares 4,460 Est. Cost $35.89 Unrealized 0.0%
IUSG ISHARES TR 0.1%
Value ($000) $210 Shares 2,153 Est. Cost $97.65 Unrealized
CALAMOS GBL DYN INCOME FUND 0.1%
Value ($000) $208 Shares 34,534 Est. Cost $5.98 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 3,153 Est. Cost $67.69 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $205 Shares 6,132 Est. Cost $27.52 Unrealized +11.6%
EWZS ISHARES TR 0.1%
Value ($000) $203 Shares 13,500 Est. Cost $15.06 Unrealized
PTNQ PACER FDS TR 0.1%
Value ($000) $202 Shares 3,250 Est. Cost $62.07 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $200 Shares 2,399 Est. Cost $83.02 Unrealized
DON WISDOMTREE TR 0.1%
Value ($000) $200 Shares 4,763 Est. Cost $42.05 Unrealized
PIMCO CORPORATE & INCOME OPP 0.1%
Value ($000) $200 Shares 14,267 Est. Cost $12.47 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $196 Shares 17,965 Est. Cost $11.12 Unrealized
SMB VANECK ETF TRUST 0.1%
Value ($000) $189 Shares 11,248 Est. Cost $17.00 Unrealized
EATON VANCE RISK-MANAGED DIV 0.1%
Value ($000) $189 Shares 23,000 Est. Cost $7.95 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $186 Shares 12,600 Est. Cost $14.00 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.1%
Value ($000) $175 Shares 21,490 Est. Cost $8.14 Unrealized
BFST BUSINESS FIRST BANCSHARES IN 0.1%
Value ($000) $162 Shares 10,726 Est. Cost $14.39 Unrealized 0.0%
YYY AMPLIFY ETF TR 0.1%
Value ($000) $143 Shares 12,200 Est. Cost $11.66 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $134 Shares 11,467 Est. Cost $11.95 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $131 Shares 21,133 Est. Cost $4.79 Unrealized -9.2%
GAIN GLADSTONE INVT CORP 0.0%
Value ($000) $131 Shares 10,031 Est. Cost $9.06 Unrealized +0.6%
NUVEEN PFD & INCOME SECS FD 0.0%
Value ($000) $121 Shares 19,040 Est. Cost $6.46 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $112 Shares 30,000 Est. Cost $3.66 Unrealized
WESTERN ASSET PREMIER BD FD 0.0%
Value ($000) $111 Shares 10,920 Est. Cost $10.20 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $100 Shares 20,930 Est. Cost $4.99 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) $79 Shares 12,250 Est. Cost $6.58 Unrealized
APYX APYX MEDICAL CORPORATION 0.0%
Value ($000) $71 Shares 14,198 Est. Cost $3.07 Unrealized +65.0%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $61 Shares 16,411 Est. Cost $3.69 Unrealized
SAB BIOTHERAPEUTICS INC 0.0%
Value ($000) $12 Shares 15,027 Est. Cost $0.44 Unrealized