Strategic Financial Concepts, LLC Quant / Systematic

CIK: 0001870686 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 28, 2025

Total Value ($000): $533,219 (100.0% shares, 0.0% debt)

Holdings (336)

AVUS AMERICAN CENTY ETF TR 4.3%
Value ($000) $22,875 Shares 247,614 Est. Cost $30.29 Unrealized
BIL SPDR SER TR 3.6%
Value ($000) $19,310 Shares 210,485 Est. Cost $21.62 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.7%
Value ($000) $14,260 Shares 82,316 Est. Cost $90.71 Unrealized
TBUX T ROWE PRICE ETF INC 2.6%
Value ($000) $13,716 Shares 276,315 Est. Cost $10.10 Unrealized
VOO VANGUARD INDEX FDS 2.4%
Value ($000) $12,618 Shares 24,553 Est. Cost $186.82 Unrealized
FLTR VANECK ETF TRUST 2.3%
Value ($000) $12,271 Shares 480,258 Est. Cost $7.12 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.3%
Value ($000) $12,092 Shares 62,334 Est. Cost $29.85 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $11,625 Shares 52,332 Est. Cost $199.01 Unrealized +16.0%
VTI VANGUARD INDEX FDS 2.1%
Value ($000) $11,230 Shares 40,862 Est. Cost $17.65 Unrealized
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $10,048 Shares 58,958 Est. Cost $165.40 Unrealized -0.9%
VEA VANGUARD TAX-MANAGED FDS 1.8%
Value ($000) $9,645 Shares 189,748 Est. Cost $9.73 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.8%
Value ($000) $9,485 Shares 49,141 Est. Cost $111.01 Unrealized
AVIG AMERICAN CENTY ETF TR 1.6%
Value ($000) $8,413 Shares 203,254 Est. Cost $16.39 Unrealized
IJH ISHARES TR 1.5%
Value ($000) $8,094 Shares 138,722 Est. Cost $30.79 Unrealized
AVDE AMERICAN CENTY ETF TR 1.5%
Value ($000) $8,034 Shares 121,235 Est. Cost $21.51 Unrealized
NOBL PROSHARES TR 1.4%
Value ($000) $7,321 Shares 71,647 Est. Cost $59.48 Unrealized
IVV ISHARES TR 1.3%
Value ($000) $7,126 Shares 12,682 Est. Cost $420.03 Unrealized
QQQ INVESCO QQQ TR 1.2%
Value ($000) $6,531 Shares 13,927 Est. Cost $231.02 Unrealized
HAWX ISHARES TR 1.2%
Value ($000) $6,292 Shares 188,143 Est. Cost $33.44 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $6,089 Shares 32,003 Est. Cost $191.12 Unrealized +13.5%
SPSM SPDR SER TR 1.1%
Value ($000) $6,016 Shares 147,604 Est. Cost $19.15 Unrealized
TSLA TESLA INC 1.1%
Value ($000) $5,781 Shares 22,308 Est. Cost $177.85 Unrealized +87.4%
SCHD SCHWAB STRATEGIC TR 1.1%
Value ($000) $5,681 Shares 203,201 Est. Cost $22.62 Unrealized
SPYM SPDR SER TR 1.0%
Value ($000) $5,477 Shares 83,295 Est. Cost $57.13 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $5,406 Shares 49,880 Est. Cost $118.96 Unrealized +6.5%
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $5,024 Shares 13,548 Est. Cost $0.86 Unrealized
DGRO ISHARES TR 0.9%
Value ($000) $4,889 Shares 79,136 Est. Cost $45.43 Unrealized
SCHB SCHWAB STRATEGIC TR 0.9%
Value ($000) $4,875 Shares 226,427 Est. Cost $15.56 Unrealized
SGOV ISHARES TR 0.9%
Value ($000) $4,734 Shares 47,015 Est. Cost $36.43 Unrealized
GOVT ISHARES TR 0.9%
Value ($000) $4,591 Shares 199,754 Est. Cost $20.79 Unrealized
ILCG ISHARES TR 0.8%
Value ($000) $4,360 Shares 53,828 Est. Cost $71.86 Unrealized
SPDW SPDR INDEX SHS FDS 0.8%
Value ($000) $4,309 Shares 118,357 Est. Cost $26.96 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $4,220 Shares 42,662 Est. Cost $75.32 Unrealized
THYF T ROWE PRICE ETF INC 0.8%
Value ($000) $4,079 Shares 79,401 Est. Cost $47.17 Unrealized
SPTS SPDR SER TR 0.7%
Value ($000) $3,944 Shares 134,880 Est. Cost $29.03 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $3,753 Shares 74,132 Est. Cost $46.61 Unrealized
AVEM AMERICAN CENTY ETF TR 0.7%
Value ($000) $3,640 Shares 60,491 Est. Cost $21.13 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,623 Shares 30,487 Est. Cost $111.08 Unrealized -3.5%
TFLO ISHARES TR 0.6%
Value ($000) $3,434 Shares 67,781 Est. Cost $43.56 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $3,371 Shares 45,899 Est. Cost $28.68 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $3,342 Shares 19,346 Est. Cost $25.65 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $3,194 Shares 5,710 Est. Cost $36.91 Unrealized
TCAF T ROWE PRICE ETF INC 0.6%
Value ($000) $3,155 Shares 97,733 Est. Cost $8.69 Unrealized
GCOW PACER FDS TR 0.6%
Value ($000) $2,986 Shares 80,758 Est. Cost $27.42 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.5%
Value ($000) $2,881 Shares 80,194 Est. Cost $29.14 Unrealized +23.4%
USFR WISDOMTREE TR 0.5%
Value ($000) $2,860 Shares 56,832 Est. Cost $47.15 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $2,824 Shares 25,419 Est. Cost $106.55 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $2,795 Shares 46,084 Est. Cost $57.41 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $2,787 Shares 9,674 Est. Cost $182.46 Unrealized
VXUS VANGUARD STAR FDS 0.5%
Value ($000) $2,771 Shares 44,625 Est. Cost $41.86 Unrealized
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,719 Shares 116,048 Est. Cost $16.51 Unrealized
SCHF SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,659 Shares 134,442 Est. Cost $10.19 Unrealized
SPMD SPDR SER TR 0.5%
Value ($000) $2,644 Shares 51,652 Est. Cost $48.28 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,634 Shares 7,018 Est. Cost $418.00 Unrealized -3.1%
JGRO J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $2,516 Shares 34,095 Est. Cost $45.56 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $2,475 Shares 41,468 Est. Cost $32.55 Unrealized
GDX VANECK ETF TRUST 0.5%
Value ($000) $2,433 Shares 52,935 Est. Cost $4.53 Unrealized
AVMU AMERICAN CENTY ETF TR 0.5%
Value ($000) $2,413 Shares 53,039 Est. Cost $22.99 Unrealized
WMT WALMART INC 0.4%
Value ($000) $2,387 Shares 27,194 Est. Cost $68.95 Unrealized +34.8%
VV VANGUARD INDEX FDS 0.4%
Value ($000) $2,366 Shares 9,206 Est. Cost $0.99 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $2,331 Shares 9,375 Est. Cost $214.17 Unrealized +11.8%
VB VANGUARD INDEX FDS 0.4%
Value ($000) $2,236 Shares 10,084 Est. Cost $86.18 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,939 Shares 32,059 Est. Cost $63.75 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,924 Shares 42,507 Est. Cost $16.36 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $1,795 Shares 7,339 Est. Cost $11.54 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,781 Shares 86,134 Est. Cost $15.00 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,692 Shares 96,200 Est. Cost $16.67 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.3%
Value ($000) $1,664 Shares 18,212 Est. Cost $91.37 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,610 Shares 15,957 Est. Cost $86.31 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,561 Shares 47,328 Est. Cost $34.59 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,512 Shares 91,129 Est. Cost $11.92 Unrealized
SPAB SPDR SER TR 0.3%
Value ($000) $1,506 Shares 58,967 Est. Cost $24.99 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,500 Shares 72,442 Est. Cost $1.60 Unrealized
IWY ISHARES TR 0.3%
Value ($000) $1,493 Shares 7,078 Est. Cost $204.14 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,482 Shares 15,853 Est. Cost $58.67 Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,457 Shares 78,620 Est. Cost $13.19 Unrealized
AAXJ ISHARES TR 0.3%
Value ($000) $1,443 Shares 19,493 Est. Cost $1.00 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,428 Shares 70,119 Est. Cost $14.34 Unrealized
BBAG J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,422 Shares 30,832 Est. Cost $34.45 Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,394 Shares 85,491 Est. Cost $11.45 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.3%
Value ($000) $1,388 Shares 31,122 Est. Cost $10.52 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,384 Shares 5,931 Est. Cost $227.79 Unrealized +6.3%
GOOG ALPHABET INC 0.3%
Value ($000) $1,357 Shares 8,685 Est. Cost $171.27 Unrealized +6.5%
BSCS INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,341 Shares 65,921 Est. Cost $14.67 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,341 Shares 5,282 Est. Cost $265.54 Unrealized
JPEM J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,339 Shares 25,393 Est. Cost $42.01 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $1,329 Shares 15,623 Est. Cost $59.48 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,328 Shares 8,586 Est. Cost $168.23 Unrealized +7.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,302 Shares 22,787 Est. Cost $0.93 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $1,287 Shares 15,561 Est. Cost $82.00 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,248 Shares 64,054 Est. Cost $12.83 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $1,245 Shares 24,373 Est. Cost $16.14 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,220 Shares 62,267 Est. Cost $12.68 Unrealized
EWG ISHARES INC 0.2%
Value ($000) $1,203 Shares 32,435 Est. Cost $1.06 Unrealized
TFLR T ROWE PRICE ETF INC 0.2%
Value ($000) $1,196 Shares 23,436 Est. Cost $38.79 Unrealized
REZ ISHARES TR 0.2%
Value ($000) $1,192 Shares 13,796 Est. Cost $5.45 Unrealized
V VISA INC 0.2%
Value ($000) $1,191 Shares 3,399 Est. Cost $285.22 Unrealized +17.9%
EWP ISHARES INC 0.2%
Value ($000) $1,185 Shares 31,130 Est. Cost $1.01 Unrealized
FALN ISHARES TR 0.2%
Value ($000) $1,184 Shares 44,203 Est. Cost $26.71 Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,176 Shares 56,314 Est. Cost $13.41 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.2%
Value ($000) $1,168 Shares 45,773 Est. Cost $20.97 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $1,156 Shares 26,112 Est. Cost $35.58 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $1,146 Shares 16,846 Est. Cost $3.40 Unrealized
AVGE AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,139 Shares 16,003 Est. Cost $39.12 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $1,137 Shares 19,845 Est. Cost $6.82 Unrealized
BSCY INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,133 Shares 55,331 Est. Cost $20.24 Unrealized
EFG ISHARES TR 0.2%
Value ($000) $1,125 Shares 11,245 Est. Cost $76.02 Unrealized
SDIV GLOBAL X FDS 0.2%
Value ($000) $1,123 Shares 53,567 Est. Cost $0.54 Unrealized
OKE ONEOK INC NEW 0.2%
Value ($000) $1,115 Shares 11,238 Est. Cost $87.80 Unrealized +8.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,109 Shares 2,082 Est. Cost $419.57 Unrealized +15.9%
DIVO AMPLIFY ETF TR 0.2%
Value ($000) $1,107 Shares 27,140 Est. Cost $34.80 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,102 Shares 6,588 Est. Cost $147.18 Unrealized +2.2%
RPV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,087 Shares 11,766 Est. Cost $27.26 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,069 Shares 5,179 Est. Cost $17.18 Unrealized
PFF ISHARES TR 0.2%
Value ($000) $1,063 Shares 34,604 Est. Cost $2.10 Unrealized
PSR INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $1,053 Shares 11,375 Est. Cost $8.97 Unrealized
ONEY SPDR SER TR 0.2%
Value ($000) $1,044 Shares 9,557 Est. Cost $25.66 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $1,027 Shares 1,893 Est. Cost $1.00 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $1,013 Shares 5,436 Est. Cost $22.08 Unrealized
IHDG WISDOMTREE TR 0.2%
Value ($000) $1,009 Shares 23,241 Est. Cost $2.70 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,002 Shares 1,739 Est. Cost $526.84 Unrealized +22.1%
MPLX MPLX LP 0.2%
Value ($000) $998 Shares 18,646 Est. Cost $4.45 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $975 Shares 18,832 Est. Cost $5.73 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $942 Shares 996 Est. Cost $810.98 Unrealized +19.7%
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $934 Shares 31,468 Est. Cost $21.46 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $934 Shares 5,819 Est. Cost $6.69 Unrealized
T AT&T INC 0.2%
Value ($000) $926 Shares 33,930 Est. Cost $21.57 Unrealized +12.9%
BOTZ GLOBAL X FDS 0.2%
Value ($000) $917 Shares 32,227 Est. Cost $28.46 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $905 Shares 4,369 Est. Cost $172.85 Unrealized +10.7%
DGRS WISDOMTREE TR 0.2%
Value ($000) $895 Shares 19,253 Est. Cost $50.98 Unrealized
UNITI GROUP INC 0.2%
Value ($000) $889 Shares 176,469 Est. Cost $1.52 Unrealized
STIP ISHARES TR 0.2%
Value ($000) $888 Shares 8,578 Est. Cost $100.59 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.2%
Value ($000) $875 Shares 56,167 Est. Cost $10.47 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $853 Shares 5,842 Est. Cost $74.62 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $835 Shares 2,277 Est. Cost $359.96 Unrealized +5.8%
DEUS DBX ETF TR 0.2%
Value ($000) $829 Shares 15,458 Est. Cost $4.71 Unrealized
EQAL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $816 Shares 17,276 Est. Cost $48.30 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $814 Shares 10,192 Est. Cost $80.93 Unrealized
XSOE WISDOMTREE TR 0.2%
Value ($000) $811 Shares 26,260 Est. Cost $2.05 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $785 Shares 9,610 Est. Cost $40.24 Unrealized
SLYG SPDR SER TR 0.1%
Value ($000) $783 Shares 9,436 Est. Cost $17.69 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $780 Shares 12,688 Est. Cost $57.61 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $776 Shares 5,917 Est. Cost $41.02 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $774 Shares 938 Est. Cost $804.03 Unrealized +2.8%
IWN ISHARES TR 0.1%
Value ($000) $767 Shares 5,082 Est. Cost $8.36 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value ($000) $754 Shares 19,155 Est. Cost $38.37 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $741 Shares 5,748 Est. Cost $64.02 Unrealized
COWZ PACER FDS TR 0.1%
Value ($000) $725 Shares 13,242 Est. Cost $56.48 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.1%
Value ($000) $718 Shares 64,161 Est. Cost $9.19 Unrealized +6.5%
IWP ISHARES TR 0.1%
Value ($000) $717 Shares 6,099 Est. Cost $7.08 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $714 Shares 8,878 Est. Cost $69.70 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $708 Shares 5,800 Est. Cost $128.62 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $705 Shares 21,045 Est. Cost $35.48 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $704 Shares 4,119 Est. Cost $57.84 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $703 Shares 5,808 Est. Cost $86.67 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $702 Shares 1,945 Est. Cost $95.75 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $702 Shares 37,741 Est. Cost $0.98 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $696 Shares 13,970 Est. Cost $9.81 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $690 Shares 6,596 Est. Cost $71.91 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $688 Shares 9,093 Est. Cost $36.94 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $686 Shares 20,092 Est. Cost $9.23 Unrealized
LTC LTC PPTYS INC 0.1%
Value ($000) $675 Shares 19,032 Est. Cost $0.96 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $662 Shares 22,951 Est. Cost $3.85 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $659 Shares 3,973 Est. Cost $145.50 Unrealized +4.8%
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value ($000) $657 Shares 24,535 Est. Cost $11.95 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $644 Shares 25,734 Est. Cost $21.56 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $639 Shares 3,204 Est. Cost $12.91 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $637 Shares 18,594 Est. Cost $35.96 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $628 Shares 13,852 Est. Cost $39.42 Unrealized +0.4%
EMXC ISHARES INC 0.1%
Value ($000) $623 Shares 11,302 Est. Cost $5.71 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $622 Shares 15,448 Est. Cost $39.39 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $622 Shares 5,342 Est. Cost $109.20 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $621 Shares 23,087 Est. Cost $16.84 Unrealized
MNBD ALPS ETF TR 0.1%
Value ($000) $619 Shares 24,325 Est. Cost $25.52 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $596 Shares 3,879 Est. Cost $179.46 Unrealized -11.0%
IAU ISHARES GOLD TR 0.1%
Value ($000) $592 Shares 10,043 Est. Cost $50.56 Unrealized
GUARANTY BANCSHARES INC TEX 0.1%
Value ($000) $591 Shares 14,775 Est. Cost $0.92 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $579 Shares 5,120 Est. Cost $117.29 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $576 Shares 4,944 Est. Cost $114.75 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $573 Shares 9,554 Est. Cost $43.51 Unrealized +17.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $567 Shares 7,190 Est. Cost $25.73 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $554 Shares 2,350 Est. Cost $211.42 Unrealized +18.7%
EVTR MORGAN STANLEY ETF TRUST 0.1%
Value ($000) $548 Shares 10,815 Est. Cost $11.28 Unrealized
CORNERSTONE STRATEGIC INVEST 0.1%
Value ($000) $536 Shares 72,100 Est. Cost $1.17 Unrealized
OUSM ALPS ETF TR 0.1%
Value ($000) $506 Shares 12,048 Est. Cost $43.45 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $489 Shares 11,267 Est. Cost $22.66 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $481 Shares 19,262 Est. Cost $9.70 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $480 Shares 7,039 Est. Cost $75.28 Unrealized
MDYV SPDR SER TR 0.1%
Value ($000) $476 Shares 6,173 Est. Cost $4.16 Unrealized
DKL DELEK LOGISTICS PARTNERS LP 0.1%
Value ($000) $465 Shares 10,743 Est. Cost $0.98 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $464 Shares 2,465 Est. Cost $15.58 Unrealized
SDOG ALPS ETF TR 0.1%
Value ($000) $463 Shares 7,963 Est. Cost $1.74 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $446 Shares 2,128 Est. Cost $164.40 Unrealized +15.2%
TILL LISTED FD TR 0.1%
Value ($000) $442 Shares 22,302 Est. Cost $18.92 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $434 Shares 4,673 Est. Cost $12.18 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $429 Shares 804 Est. Cost $270.14 Unrealized
AGNC AGNC INVT CORP 0.1%
Value ($000) $415 Shares 43,336 Est. Cost $1.05 Unrealized
OUNZ VANECK MERK GOLD ETF 0.1%
Value ($000) $412 Shares 13,668 Est. Cost $9.33 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $396 Shares 2,984 Est. Cost $114.11 Unrealized +10.0%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $392 Shares 7,740 Est. Cost $50.71 Unrealized
FIRST TR SR FLTG RATE INCOME 0.1%
Value ($000) $390 Shares 38,500 Est. Cost $3.50 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $390 Shares 5,298 Est. Cost $77.66 Unrealized
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $390 Shares 5,726 Est. Cost $76.06 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $389 Shares 12,565 Est. Cost $30.98 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $386 Shares 13,988 Est. Cost $2.24 Unrealized
FDM FIRST TR DOW JONES SELECT MI 0.1%
Value ($000) $385 Shares 6,188 Est. Cost $9.01 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $385 Shares 5,894 Est. Cost $82.90 Unrealized -6.3%
USIG ISHARES TR 0.1%
Value ($000) $376 Shares 7,358 Est. Cost $18.20 Unrealized
YYY AMPLIFY ETF TR 0.1%
Value ($000) $373 Shares 32,650 Est. Cost $4.17 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $372 Shares 1,975 Est. Cost $96.62 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $372 Shares 6,570 Est. Cost $53.30 Unrealized +11.5%
SGOL ETFS GOLD TR 0.1%
Value ($000) $370 Shares 14,600 Est. Cost $25.12 Unrealized
DE DEERE & CO 0.1%
Value ($000) $366 Shares 780 Est. Cost $385.15 Unrealized +19.8%
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $364 Shares 5,667 Est. Cost $4.84 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $363 Shares 3,115 Est. Cost $119.51 Unrealized +5.4%
QYLD GLOBAL X FDS 0.1%
Value ($000) $361 Shares 21,704 Est. Cost $4.09 Unrealized
JMEE J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $359 Shares 6,421 Est. Cost $59.87 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $353 Shares 378 Est. Cost $67.01 Unrealized +41.9%
SHEL SHELL PLC 0.1%
Value ($000) $345 Shares 4,707 Est. Cost $62.65 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $343 Shares 2,066 Est. Cost $135.50 Unrealized +23.2%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $338 Shares 173 Est. Cost $1984.94 Unrealized 0.0%
IWO ISHARES TR 0.1%
Value ($000) $334 Shares 1,307 Est. Cost $18.67 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $332 Shares 5,653 Est. Cost $58.24 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $326 Shares 2,985 Est. Cost $93.34 Unrealized +5.5%
DON WISDOMTREE TR 0.1%
Value ($000) $325 Shares 6,569 Est. Cost $1.16 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $323 Shares 3,445 Est. Cost $88.79 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $321 Shares 7,255 Est. Cost $34.26 Unrealized +20.8%
SPLB SPDR SER TR 0.1%
Value ($000) $320 Shares 14,186 Est. Cost $5.07 Unrealized
XAR SPDR SER TR 0.1%
Value ($000) $320 Shares 1,990 Est. Cost $165.84 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $318 Shares 6,058 Est. Cost $43.26 Unrealized 0.0%
BOXX EA SERIES TRUST 0.1%
Value ($000) $318 Shares 2,850 Est. Cost $0.61 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $313 Shares 3,826 Est. Cost $80.50 Unrealized
AIQ GLOBAL X FDS 0.1%
Value ($000) $311 Shares 8,561 Est. Cost $5.54 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $309 Shares 2,939 Est. Cost $102.31 Unrealized -5.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $305 Shares 616 Est. Cost $398.23 Unrealized +38.9%
NULG NUSHARES ETF TR 0.1%
Value ($000) $305 Shares 3,890 Est. Cost $85.68 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $304 Shares 3,497 Est. Cost $124.11 Unrealized -22.9%
GE GE AEROSPACE 0.1%
Value ($000) $303 Shares 1,531 Est. Cost $179.15 Unrealized +9.3%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $300 Shares 4,174 Est. Cost $73.70 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $296 Shares 3,746 Est. Cost $78.02 Unrealized
DLN WISDOMTREE TR 0.1%
Value ($000) $289 Shares 3,636 Est. Cost $78.55 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $288 Shares 13,751 Est. Cost $15.53 Unrealized +23.9%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $287 Shares 1,111 Est. Cost $276.08 Unrealized -0.6%
ESGU ISHARES TR 0.1%
Value ($000) $286 Shares 2,345 Est. Cost $128.82 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $286 Shares 546 Est. Cost $494.23 Unrealized +1.1%
SHM SPDR SER TR 0.1%
Value ($000) $285 Shares 5,978 Est. Cost $47.39 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $282 Shares 7,924 Est. Cost $35.29 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $282 Shares 4,431 Est. Cost $63.33 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $281 Shares 900 Est. Cost $257.37 Unrealized +13.8%
TBLL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $280 Shares 2,657 Est. Cost $1.26 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $279 Shares 2,059 Est. Cost $132.10 Unrealized
IBTI ISHARES TR 0.1%
Value ($000) $279 Shares 12,525 Est. Cost $1.33 Unrealized
DES WISDOMTREE TR 0.1%
Value ($000) $275 Shares 8,607 Est. Cost $1.01 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $273 Shares 4,417 Est. Cost $55.37 Unrealized +8.5%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $272 Shares 14,150 Est. Cost $19.17 Unrealized +5.3%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $271 Shares 6,189 Est. Cost $43.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $271 Shares 1,631 Est. Cost $197.44 Unrealized
MGV VANGUARD WORLD FD 0.1%
Value ($000) $270 Shares 2,094 Est. Cost $8.95 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $266 Shares 1,218 Est. Cost $202.05 Unrealized +3.7%
IUSG ISHARES TR 0.0%
Value ($000) $266 Shares 2,092 Est. Cost $139.37 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $263 Shares 2,100 Est. Cost $100.57 Unrealized +29.9%
TOPT ISHARES TR 0.0%
Value ($000) $261 Shares 10,960 Est. Cost $23.82 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $260 Shares 982 Est. Cost $0.00 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $257 Shares 1,533 Est. Cost $150.86 Unrealized +39.1%
FTLS FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $257 Shares 4,006 Est. Cost $65.71 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $255 Shares 1,205 Est. Cost $186.71 Unrealized +6.3%
SMB VANECK ETF TRUST 0.0%
Value ($000) $251 Shares 14,619 Est. Cost $17.09 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $249 Shares 961 Est. Cost $16.46 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $249 Shares 1,136 Est. Cost $1.02 Unrealized
IMCG ISHARES TR 0.0%
Value ($000) $248 Shares 3,469 Est. Cost $6.77 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $248 Shares 6,923 Est. Cost $25.05 Unrealized -0.0%
EXC EXELON CORP 0.0%
Value ($000) $247 Shares 5,359 Est. Cost $37.26 Unrealized +8.7%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $246 Shares 8,317 Est. Cost $1.58 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $246 Shares 3,431 Est. Cost $63.09 Unrealized +3.0%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $245 Shares 5,016 Est. Cost $0.04 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $245 Shares 972 Est. Cost $1.13 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $244 Shares 7,149 Est. Cost $1.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $244 Shares 2,371 Est. Cost $155.46 Unrealized -28.5%
VDE VANGUARD WORLD FD 0.0%
Value ($000) $243 Shares 1,870 Est. Cost $129.69 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $240 Shares 537 Est. Cost $518.67 Unrealized -13.6%
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $237 Shares 5,039 Est. Cost $5.40 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $234 Shares 3,597 Est. Cost $74.02 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $234 Shares 736 Est. Cost $10.02 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $234 Shares 709 Est. Cost $343.26 Unrealized +2.5%
SMTH ALPS ETF TR 0.0%
Value ($000) $233 Shares 9,016 Est. Cost $25.57 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $232 Shares 3,604 Est. Cost $58.37 Unrealized +2.1%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $232 Shares 750 Est. Cost $343.41 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $232 Shares 1,934 Est. Cost $124.97 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $230 Shares 7,735 Est. Cost $27.62 Unrealized
F FORD MTR CO 0.0%
Value ($000) $228 Shares 22,757 Est. Cost $9.84 Unrealized -6.1%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $228 Shares 416 Est. Cost $542.01 Unrealized 0.0%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $228 Shares 6,178 Est. Cost $43.19 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $227 Shares 2,200 Est. Cost $103.02 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $225 Shares 1,321 Est. Cost $173.23 Unrealized
SHOP SHOPIFY INC 0.0%
Value ($000) $225 Shares 2,353 Est. Cost $66.69 Unrealized +63.4%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $224 Shares 16,900 Est. Cost $0.74 Unrealized
OEF ISHARES TR 0.0%
Value ($000) $224 Shares 827 Est. Cost $11.14 Unrealized
JMHI J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $224 Shares 4,433 Est. Cost $50.49 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $222 Shares 2,039 Est. Cost $99.22 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $222 Shares 827 Est. Cost $314.73 Unrealized -1.8%
BA BOEING CO 0.0%
Value ($000) $222 Shares 1,301 Est. Cost $173.09 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $222 Shares 3,129 Est. Cost $74.42 Unrealized -7.7%
OGE OGE ENERGY CORP 0.0%
Value ($000) $221 Shares 4,816 Est. Cost $43.52 Unrealized 0.0%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $221 Shares 15,475 Est. Cost $1.08 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $220 Shares 32,765 Est. Cost $6.70 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $219 Shares 2,402 Est. Cost $91.01 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $218 Shares 518 Est. Cost $29.77 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $216 Shares 8,109 Est. Cost $26.15 Unrealized
FDV FEDERATED HERMES ETF TRUST 0.0%
Value ($000) $215 Shares 7,641 Est. Cost $28.16 Unrealized
MMM 3M CO 0.0%
Value ($000) $215 Shares 1,462 Est. Cost $144.58 Unrealized 0.0%
PULS PGIM ETF TR 0.0%
Value ($000) $214 Shares 4,300 Est. Cost $49.55 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $212 Shares 1,606 Est. Cost $129.37 Unrealized 0.0%
KNG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $207 Shares 4,106 Est. Cost $50.21 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $207 Shares 1,128 Est. Cost $228.38 Unrealized -22.2%
DDLS WISDOMTREE TR 0.0%
Value ($000) $206 Shares 5,820 Est. Cost $0.62 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $205 Shares 3,021 Est. Cost $59.75 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $205 Shares 1,289 Est. Cost $136.99 Unrealized 0.0%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $205 Shares 3,759 Est. Cost $54.41 Unrealized
USHY ISHARES TR 0.0%
Value ($000) $205 Shares 5,556 Est. Cost $36.79 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $203 Shares 752 Est. Cost $257.00 Unrealized 0.0%
JMST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $200 Shares 3,938 Est. Cost $50.85 Unrealized
MNR MACH NATURAL RESOURCES LP 0.0%
Value ($000) $191 Shares 12,312 Est. Cost $15.97 Unrealized
ABRDN WORLD HEALTHCARE FUND 0.0%
Value ($000) $182 Shares 15,800 Est. Cost $1.62 Unrealized
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $162 Shares 25,300 Est. Cost $1.09 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $157 Shares 19,768 Est. Cost $4.96 Unrealized
EC ECOPETROL S A 0.0%
Value ($000) $146 Shares 16,400 Est. Cost $7.92 Unrealized
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $136 Shares 16,100 Est. Cost $0.97 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $131 Shares 71,772 Est. Cost $1.67 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $131 Shares 33,340 Est. Cost $1.27 Unrealized +293.0%
RIVERNORTH DOUBLELINE STRATE 0.0%
Value ($000) $129 Shares 15,000 Est. Cost $1.09 Unrealized
RIVERNORTH OPPORTUNITIES FD 0.0%
Value ($000) $127 Shares 10,800 Est. Cost $2.03 Unrealized
WESTERN ASSET PREMIER BD FD 0.0%
Value ($000) $120 Shares 10,724 Est. Cost $10.77 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $111 Shares 20,200 Est. Cost $4.79 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $94 Shares 11,352 Est. Cost $1.47 Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $86 Shares 10,000 Est. Cost $8.60 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $54 Shares 12,300 Est. Cost $1.13 Unrealized