TCFG WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001548059 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 23, 2025

Total Value ($000): $220,773 (100.0% shares, 0.0% debt)

Holdings (259)

NVDA NVIDIA CORPORATION 5.9%
Value ($000) $12,969 Shares 82,086 Est. Cost $118.23 Unrealized +6.4%
AAPL APPLE INC 5.8%
Value ($000) $12,879 Shares 62,772 Est. Cost $221.95 Unrealized -9.3%
AMZN AMAZON COM INC 2.8%
Value ($000) $6,247 Shares 28,475 Est. Cost $183.11 Unrealized +8.1%
UYLD ANGEL OAK FUNDS TRUST 2.4%
Value ($000) $5,397 Shares 105,675 Est. Cost $51.17 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $5,056 Shares 10,164 Est. Cost $422.89 Unrealized +2.2%
BOXX EA SERIES TRUST 2.1%
Value ($000) $4,564 Shares 40,508 Est. Cost $108.93 Unrealized
FNV FRANCO NEV CORP 1.8%
Value ($000) $3,902 Shares 23,806 Est. Cost $123.14 Unrealized +34.2%
DFAC DIMENSIONAL ETF TRUST 1.7%
Value ($000) $3,811 Shares 106,346 Est. Cost $34.29 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 1.7%
Value ($000) $3,774 Shares 27,149 Est. Cost $124.54 Unrealized
V VISA INC 1.5%
Value ($000) $3,273 Shares 9,219 Est. Cost $267.71 Unrealized +29.6%
RDVY FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $2,633 Shares 41,965 Est. Cost $59.21 Unrealized
AEM AGNICO EAGLE MINES LTD 1.1%
Value ($000) $2,538 Shares 21,340 Est. Cost $85.10 Unrealized +35.4%
FEX FIRST TR EXCHANGE-TRADED ALP 1.1%
Value ($000) $2,390 Shares 21,738 Est. Cost $104.17 Unrealized
WPM WHEATON PRECIOUS METALS CORP 1.1%
Value ($000) $2,358 Shares 26,256 Est. Cost $59.01 Unrealized +42.5%
CEG CONSTELLATION ENERGY CORP 1.0%
Value ($000) $2,311 Shares 7,161 Est. Cost $232.13 Unrealized +13.7%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $2,283 Shares 15,945 Est. Cost $140.15 Unrealized -2.2%
RWL INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $2,211 Shares 21,201 Est. Cost $102.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $2,075 Shares 4,271 Est. Cost $446.54 Unrealized +13.7%
META META PLATFORMS INC 0.9%
Value ($000) $2,009 Shares 2,722 Est. Cost $517.19 Unrealized +19.2%
EPD ENTERPRISE PRODS PARTNERS L 0.9%
Value ($000) $1,917 Shares 61,804 Est. Cost $29.19 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.9%
Value ($000) $1,892 Shares 70,754 Est. Cost $29.53 Unrealized
GDXJ VANECK ETF TRUST 0.9%
Value ($000) $1,887 Shares 27,920 Est. Cost $63.28 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,803 Shares 41,674 Est. Cost $39.44 Unrealized +6.0%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,799 Shares 10,209 Est. Cost $165.95 Unrealized -1.6%
GOOG ALPHABET INC 0.8%
Value ($000) $1,788 Shares 10,080 Est. Cost $168.41 Unrealized -2.1%
FVD FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,778 Shares 39,778 Est. Cost $45.49 Unrealized
CCJ CAMECO CORP 0.8%
Value ($000) $1,719 Shares 23,160 Est. Cost $43.80 Unrealized +21.6%
LGOV FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,705 Shares 79,609 Est. Cost $21.50 Unrealized
FDD FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,606 Shares 103,350 Est. Cost $12.46 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $1,597 Shares 5,794 Est. Cost $162.71 Unrealized +32.7%
OKLO OKLO INC 0.7%
Value ($000) $1,562 Shares 27,900 Est. Cost $28.03 Unrealized +37.6%
PLTR PALANTIR TECHNOLOGIES INC 0.7%
Value ($000) $1,533 Shares 11,242 Est. Cost $62.89 Unrealized +86.5%
VIPER ENERGY INC 0.7%
Value ($000) $1,505 Shares 39,465 Est. Cost $45.12 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,397 Shares 43,937 Est. Cost $30.93 Unrealized
CPER UNITED STS COMMODITY INDEX F 0.6%
Value ($000) $1,299 Shares 41,066 Est. Cost $29.20 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $1,286 Shares 4,050 Est. Cost $253.88 Unrealized +18.7%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $1,279 Shares 1,292 Est. Cost $863.31 Unrealized +14.8%
DDWM WISDOMTREE TR 0.6%
Value ($000) $1,278 Shares 32,221 Est. Cost $39.66 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $1,241 Shares 8,749 Est. Cost $147.09 Unrealized -26.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,199 Shares 21,094 Est. Cost $57.68 Unrealized
AMLP ALPS ETF TR 0.5%
Value ($000) $1,185 Shares 24,263 Est. Cost $47.83 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,167 Shares 42,392 Est. Cost $24.35 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,164 Shares 10,794 Est. Cost $109.32 Unrealized -4.4%
FDL FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,109 Shares 26,480 Est. Cost $41.95 Unrealized
FTA FIRST TR EXCHANGE-TRADED ALP 0.5%
Value ($000) $1,099 Shares 13,971 Est. Cost $79.13 Unrealized
CSL CARLISLE COS INC 0.5%
Value ($000) $1,098 Shares 2,941 Est. Cost $406.30 Unrealized -9.6%
DDIV FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,074 Shares 28,109 Est. Cost $36.77 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,069 Shares 23,303 Est. Cost $45.89 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,063 Shares 11,784 Est. Cost $80.30 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,049 Shares 21,300 Est. Cost $49.39 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,036 Shares 12,733 Est. Cost $71.66 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,026 Shares 20,905 Est. Cost $54.34 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value ($000) $1,009 Shares 3,482 Est. Cost $204.96 Unrealized +23.3%
GLD SPDR GOLD TR 0.5%
Value ($000) $1,009 Shares 3,311 Est. Cost $243.01 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ET 0.5%
Value ($000) $998 Shares 27,026 Est. Cost $35.60 Unrealized
NUE NUCOR CORP 0.5%
Value ($000) $998 Shares 7,701 Est. Cost $146.81 Unrealized -21.3%
MMLG FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $980 Shares 29,132 Est. Cost $28.41 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $978 Shares 1,583 Est. Cost $573.80 Unrealized
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $978 Shares 6,137 Est. Cost $164.42 Unrealized -2.2%
MDIV FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $970 Shares 61,357 Est. Cost $16.63 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $961 Shares 27,034 Est. Cost $34.05 Unrealized
CGSD CAPITAL GRP FIXED INCM ETF T 0.4%
Value ($000) $959 Shares 36,977 Est. Cost $25.91 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.4%
Value ($000) $933 Shares 30,021 Est. Cost $28.12 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $932 Shares 1,641 Est. Cost $547.87 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.4%
Value ($000) $927 Shares 75,725 Est. Cost $10.48 Unrealized
ALBEMARLE CORP 0.4%
Value ($000) $897 Shares 27,955 Est. Cost $37.21 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $894 Shares 30,425 Est. Cost $20.37 Unrealized +31.4%
BILS SPDR SERIES TRUST 0.4%
Value ($000) $894 Shares 8,995 Est. Cost $99.34 Unrealized
PSEC PROSPECT CAP CORP 0.4%
Value ($000) $881 Shares 277,072 Est. Cost $4.17 Unrealized -27.5%
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $876 Shares 16,100 Est. Cost $54.40 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $867 Shares 23,125 Est. Cost $33.65 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.4%
Value ($000) $862 Shares 28,625 Est. Cost $27.14 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $856 Shares 29,092 Est. Cost $30.80 Unrealized
SPTS SPDR SERIES TRUST 0.4%
Value ($000) $841 Shares 28,716 Est. Cost $29.41 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $814 Shares 2,219 Est. Cost $352.64 Unrealized +0.9%
TBIL RBB FD INC 0.4%
Value ($000) $794 Shares 15,881 Est. Cost $50.00 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $770 Shares 3,520 Est. Cost $143.42 Unrealized +12.1%
HP HELMERICH & PAYNE INC 0.3%
Value ($000) $766 Shares 50,536 Est. Cost $18.33 Unrealized 0.0%
USAI PACER FDS TR 0.3%
Value ($000) $733 Shares 18,013 Est. Cost $40.95 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $729 Shares 1 Est. Cost $663906.25 Unrealized +14.7%
FYX FIRST TR EXCHANGE-TRADED ALP 0.3%
Value ($000) $725 Shares 7,450 Est. Cost $99.53 Unrealized
COWZ PACER FDS TR 0.3%
Value ($000) $721 Shares 13,090 Est. Cost $55.68 Unrealized
SII SPROTT INC 0.3%
Value ($000) $703 Shares 10,190 Est. Cost $55.52 Unrealized 0.0%
FXL FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $699 Shares 4,442 Est. Cost $138.65 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $676 Shares 2,671 Est. Cost $225.61 Unrealized
ETN EATON CORP PLC 0.3%
Value ($000) $671 Shares 1,881 Est. Cost $316.29 Unrealized -3.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $647 Shares 830 Est. Cost $863.75 Unrealized -10.5%
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $643 Shares 777 Est. Cost $411.44 Unrealized +65.4%
NEM NEWMONT CORP 0.3%
Value ($000) $643 Shares 11,042 Est. Cost $46.10 Unrealized +14.8%
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $636 Shares 18,016 Est. Cost $36.38 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $635 Shares 7,490 Est. Cost $84.81 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $627 Shares 1,116 Est. Cost $462.64 Unrealized +19.2%
DIS DISNEY WALT CO 0.3%
Value ($000) $618 Shares 4,986 Est. Cost $90.96 Unrealized +13.0%
SIVR ABRDN SILVER ETF TRUST 0.3%
Value ($000) $617 Shares 17,944 Est. Cost $29.75 Unrealized
EDOW FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $611 Shares 15,946 Est. Cost $35.97 Unrealized
PTLC PACER FDS TR 0.3%
Value ($000) $605 Shares 11,917 Est. Cost $52.55 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $604 Shares 3,953 Est. Cost $152.23 Unrealized -0.9%
MP MP MATERIALS CORP 0.3%
Value ($000) $599 Shares 18,015 Est. Cost $24.42 Unrealized +4.5%
DGCB DIMENSIONAL ETF TRUST 0.3%
Value ($000) $599 Shares 11,050 Est. Cost $54.68 Unrealized
GCOW PACER FDS TR 0.3%
Value ($000) $597 Shares 15,732 Est. Cost $36.49 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $592 Shares 442 Est. Cost $67.71 Unrealized +67.0%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $591 Shares 6,330 Est. Cost $71.05 Unrealized +15.9%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $590 Shares 18,559 Est. Cost $42.17 Unrealized -25.9%
SMH VANECK ETF TRUST 0.3%
Value ($000) $588 Shares 2,110 Est. Cost $246.24 Unrealized
IWF ISHARES TR 0.3%
Value ($000) $586 Shares 1,380 Est. Cost $397.57 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $577 Shares 22,597 Est. Cost $24.13 Unrealized
CGUI CAPITAL GRP FIXED INCM ETF T 0.3%
Value ($000) $557 Shares 22,065 Est. Cost $25.20 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $555 Shares 12,647 Est. Cost $45.09 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $552 Shares 6,979 Est. Cost $112.96 Unrealized -31.5%
PEP PEPSICO INC 0.2%
Value ($000) $550 Shares 4,164 Est. Cost $152.38 Unrealized -14.0%
SMR NUSCALE PWR CORP 0.2%
Value ($000) $549 Shares 13,885 Est. Cost $25.09 Unrealized 0.0%
RSPT INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $545 Shares 13,366 Est. Cost $37.69 Unrealized
TS TENARIS S A 0.2%
Value ($000) $533 Shares 14,245 Est. Cost $37.40 Unrealized
IAU ISHARES GOLD TR 0.2%
Value ($000) $529 Shares 8,479 Est. Cost $62.36 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.2%
Value ($000) $526 Shares 41,656 Est. Cost $11.85 Unrealized -4.9%
ET ENERGY TRANSFER L P 0.2%
Value ($000) $523 Shares 28,833 Est. Cost $17.40 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $521 Shares 6,282 Est. Cost $83.06 Unrealized
CGIC CAPITAL GROUP INTERNATIONAL 0.2%
Value ($000) $519 Shares 17,814 Est. Cost $29.11 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $514 Shares 7,219 Est. Cost $67.27 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $512 Shares 2,634 Est. Cost $191.17 Unrealized
FPX FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $503 Shares 3,472 Est. Cost $110.20 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $489 Shares 2,675 Est. Cost $179.93 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $489 Shares 2,158 Est. Cost $176.45 Unrealized
IJS ISHARES TR 0.2%
Value ($000) $487 Shares 4,898 Est. Cost $99.49 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $483 Shares 4,807 Est. Cost $100.54 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $480 Shares 6,039 Est. Cost $79.42 Unrealized
MSTR MICROSTRATEGY INC 0.2%
Value ($000) $473 Shares 1,171 Est. Cost $310.91 Unrealized +17.2%
ENB ENBRIDGE INC 0.2%
Value ($000) $469 Shares 10,358 Est. Cost $36.60 Unrealized +19.6%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $466 Shares 1,063 Est. Cost $383.62 Unrealized
TTD THE TRADE DESK INC 0.2%
Value ($000) $462 Shares 6,420 Est. Cost $99.77 Unrealized -36.0%
FYT FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $454 Shares 9,009 Est. Cost $55.55 Unrealized
KLAC KLA CORP 0.2%
Value ($000) $453 Shares 506 Est. Cost $775.08 Unrealized -3.4%
SHOP SHOPIFY INC 0.2%
Value ($000) $449 Shares 3,895 Est. Cost $82.68 Unrealized +21.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $449 Shares 1,157 Est. Cost $338.69 Unrealized -2.3%
FTDS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $448 Shares 8,573 Est. Cost $52.07 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $443 Shares 7,558 Est. Cost $46.56 Unrealized +20.2%
FSIG FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $443 Shares 23,168 Est. Cost $19.18 Unrealized
WMT WALMART INC 0.2%
Value ($000) $435 Shares 4,453 Est. Cost $76.30 Unrealized +24.2%
NXE NEXGEN ENERGY LTD 0.2%
Value ($000) $434 Shares 62,500 Est. Cost $6.29 Unrealized -10.2%
BAC BANK AMERICA CORP 0.2%
Value ($000) $432 Shares 9,133 Est. Cost $38.92 Unrealized +6.5%
BANK AMERICA CORP 0.2%
Value ($000) $431 Shares 355 Est. Cost $1273.01 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $429 Shares 811 Est. Cost $326.52 Unrealized +27.4%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $424 Shares 832 Est. Cost $298.99 Unrealized +45.0%
T AT&T INC 0.2%
Value ($000) $422 Shares 14,577 Est. Cost $18.88 Unrealized +42.8%
SYK STRYKER CORPORATION 0.2%
Value ($000) $420 Shares 1,062 Est. Cost $358.09 Unrealized +3.8%
FNX FIRST TR EXCHANGE-TRADED ALP 0.2%
Value ($000) $419 Shares 3,647 Est. Cost $117.15 Unrealized
BA BOEING CO 0.2%
Value ($000) $418 Shares 1,996 Est. Cost $171.63 Unrealized +10.0%
APP APPLOVIN CORP 0.2%
Value ($000) $416 Shares 1,187 Est. Cost $264.07 Unrealized +22.8%
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $413 Shares 16,729 Est. Cost $24.63 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $413 Shares 8,647 Est. Cost $38.94 Unrealized
RDW REDWIRE CORPORATION 0.2%
Value ($000) $412 Shares 25,265 Est. Cost $15.83 Unrealized -17.7%
GE GE AEROSPACE 0.2%
Value ($000) $407 Shares 1,582 Est. Cost $180.36 Unrealized +21.2%
URNJ SPROTT FDS TR 0.2%
Value ($000) $406 Shares 19,200 Est. Cost $21.13 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.2%
Value ($000) $404 Shares 9,940 Est. Cost $40.65 Unrealized
TIP ISHARES TR 0.2%
Value ($000) $401 Shares 3,641 Est. Cost $110.47 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $393 Shares 562 Est. Cost $562.28 Unrealized +11.7%
O REALTY INCOME CORP 0.2%
Value ($000) $390 Shares 6,768 Est. Cost $54.94 Unrealized -0.9%
RPHS TWO RDS SHARED TR 0.2%
Value ($000) $388 Shares 37,173 Est. Cost $10.43 Unrealized
JXN JACKSON FINANCIAL INC 0.2%
Value ($000) $387 Shares 4,356 Est. Cost $79.43 Unrealized -0.4%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $383 Shares 10,214 Est. Cost $38.88 Unrealized -4.0%
BWXT BWX TECHNOLOGIES INC 0.2%
Value ($000) $380 Shares 2,638 Est. Cost $99.90 Unrealized +16.5%
COWG PACER FDS TR 0.2%
Value ($000) $379 Shares 10,806 Est. Cost $32.06 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $374 Shares 17,714 Est. Cost $21.76 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $370 Shares 1,808 Est. Cost $177.28 Unrealized +4.8%
MTUM ISHARES TR 0.2%
Value ($000) $368 Shares 1,533 Est. Cost $205.16 Unrealized
ICOW PACER FDS TR 0.2%
Value ($000) $366 Shares 10,761 Est. Cost $31.40 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $366 Shares 6,109 Est. Cost $59.87 Unrealized
PNQI INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $365 Shares 6,986 Est. Cost $43.45 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $359 Shares 2,400 Est. Cost $136.13 Unrealized -0.7%
ANGL VANECK ETF TRUST 0.2%
Value ($000) $358 Shares 12,225 Est. Cost $29.30 Unrealized
FSMB FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $356 Shares 17,895 Est. Cost $19.99 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $355 Shares 571 Est. Cost $620.90 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $350 Shares 134 Est. Cost $2029.40 Unrealized +15.1%
DFEM DIMENSIONAL ETF TRUST 0.2%
Value ($000) $348 Shares 11,724 Est. Cost $28.15 Unrealized
PFXF VANECK ETF TRUST 0.2%
Value ($000) $346 Shares 20,210 Est. Cost $18.24 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value ($000) $343 Shares 325 Est. Cost $407.01 Unrealized 0.0%
DISV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $343 Shares 10,429 Est. Cost $29.11 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.2%
Value ($000) $335 Shares 6,830 Est. Cost $38.54 Unrealized 0.0%
MCD MCDONALDS CORP 0.2%
Value ($000) $333 Shares 1,141 Est. Cost $266.70 Unrealized +13.8%
ITA ISHARES TR 0.2%
Value ($000) $332 Shares 1,760 Est. Cost $188.64 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $326 Shares 11,042 Est. Cost $27.77 Unrealized
R RYDER SYS INC 0.1%
Value ($000) $324 Shares 2,035 Est. Cost $135.53 Unrealized +8.4%
SDOG ALPS ETF TR 0.1%
Value ($000) $319 Shares 5,547 Est. Cost $58.97 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $318 Shares 3,094 Est. Cost $101.35 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $318 Shares 12,300 Est. Cost $31.82 Unrealized -16.2%
SAP SAP SE 0.1%
Value ($000) $316 Shares 1,040 Est. Cost $304.10 Unrealized
ENFR ALPS ETF TR 0.1%
Value ($000) $314 Shares 9,733 Est. Cost $32.61 Unrealized
DSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $313 Shares 7,377 Est. Cost $40.05 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $312 Shares 2,063 Est. Cost $131.46 Unrealized
SGOL ETFS GOLD TR 0.1%
Value ($000) $305 Shares 9,668 Est. Cost $25.13 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $305 Shares 1,118 Est. Cost $253.82 Unrealized +4.8%
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value ($000) $304 Shares 21,202 Est. Cost $12.85 Unrealized +1.5%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $304 Shares 689 Est. Cost $423.31 Unrealized
FAB FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $301 Shares 3,701 Est. Cost $84.49 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $285 Shares 7,167 Est. Cost $44.94 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.1%
Value ($000) $281 Shares 5,849 Est. Cost $47.65 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $280 Shares 1,004 Est. Cost $313.17 Unrealized -11.3%
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $277 Shares 4,522 Est. Cost $61.21 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $275 Shares 8,431 Est. Cost $29.17 Unrealized +4.6%
CCL CARNIVAL CORP 0.1%
Value ($000) $272 Shares 9,687 Est. Cost $21.40 Unrealized 0.0%
BITO PROSHARES TR 0.1%
Value ($000) $272 Shares 12,658 Est. Cost $22.73 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $271 Shares 264 Est. Cost $188.66 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $269 Shares 5,873 Est. Cost $46.04 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $267 Shares 3,668 Est. Cost $71.90 Unrealized
SYLD CAMBRIA ETF TR 0.1%
Value ($000) $264 Shares 4,062 Est. Cost $65.03 Unrealized
DFGX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $262 Shares 4,901 Est. Cost $53.86 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $259 Shares 785 Est. Cost $335.01 Unrealized -5.1%
F FORD MTR CO 0.1%
Value ($000) $259 Shares 23,830 Est. Cost $9.42 Unrealized +4.8%
VST VISTRA CORP 0.1%
Value ($000) $258 Shares 1,332 Est. Cost $147.45 Unrealized 0.0%
DFCF DIMENSIONAL ETF TRUST 0.1%
Value ($000) $256 Shares 6,060 Est. Cost $43.01 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $255 Shares 12,310 Est. Cost $16.06 Unrealized +12.9%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $251 Shares 2,685 Est. Cost $47.54 Unrealized +24.5%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $249 Shares 1,849 Est. Cost $139.37 Unrealized -12.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $247 Shares 532 Est. Cost $448.29 Unrealized +2.4%
MS MORGAN STANLEY 0.1%
Value ($000) $242 Shares 1,718 Est. Cost $96.90 Unrealized +24.8%
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $241 Shares 1,292 Est. Cost $179.61 Unrealized +7.0%
KR KROGER CO 0.1%
Value ($000) $241 Shares 3,357 Est. Cost $52.14 Unrealized +30.8%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $239 Shares 8,652 Est. Cost $44.17 Unrealized
BFC BANK FIRST CORP 0.1%
Value ($000) $238 Shares 2,022 Est. Cost $83.90 Unrealized +29.5%
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $238 Shares 4,498 Est. Cost $53.51 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $235 Shares 4,621 Est. Cost $50.71 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.1%
Value ($000) $234 Shares 16,890 Est. Cost $13.80 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $234 Shares 783 Est. Cost $322.76 Unrealized -6.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $232 Shares 1,597 Est. Cost $121.91 Unrealized +21.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $232 Shares 8,758 Est. Cost $48.13 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $225 Shares 946 Est. Cost $187.42 Unrealized +28.8%
NFLT ETFIS SER TR I 0.1%
Value ($000) $224 Shares 9,797 Est. Cost $22.83 Unrealized
XISE FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $224 Shares 7,346 Est. Cost $30.24 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $222 Shares 2,621 Est. Cost $84.83 Unrealized
FAD FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $222 Shares 1,510 Est. Cost $146.82 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $222 Shares 4,421 Est. Cost $47.19 Unrealized
SHV ISHARES TR 0.1%
Value ($000) $221 Shares 2,000 Est. Cost $110.63 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.1%
Value ($000) $221 Shares 50,240 Est. Cost $4.27 Unrealized
IFLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $220 Shares 11,892 Est. Cost $18.46 Unrealized
VPLS VANGUARD MALVERN FDS 0.1%
Value ($000) $219 Shares 2,820 Est. Cost $77.56 Unrealized
NUBD NUSHARES ETF TR 0.1%
Value ($000) $215 Shares 9,680 Est. Cost $22.26 Unrealized
COMT ISHARES U S ETF TR 0.1%
Value ($000) $211 Shares 8,166 Est. Cost $25.85 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $211 Shares 5,775 Est. Cost $31.40 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $211 Shares 1,579 Est. Cost $113.54 Unrealized 0.0%
IOT SAMSARA INC 0.1%
Value ($000) $210 Shares 5,275 Est. Cost $46.57 Unrealized -11.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $208 Shares 1,691 Est. Cost $93.22 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $206 Shares 661 Est. Cost $548.30 Unrealized -31.6%
FSEP FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $206 Shares 4,288 Est. Cost $48.01 Unrealized
DFGP DIMENSIONAL ETF TRUST 0.1%
Value ($000) $204 Shares 3,751 Est. Cost $55.03 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $203 Shares 2,865 Est. Cost $64.97 Unrealized +7.4%
AGG ISHARES TR 0.1%
Value ($000) $201 Shares 2,029 Est. Cost $99.20 Unrealized
LNG CHENIERE ENERGY INC 0.1%
Value ($000) $200 Shares 823 Est. Cost $231.60 Unrealized 0.0%
EQX EQUINOX GOLD CORP 0.1%
Value ($000) $182 Shares 31,650 Est. Cost $5.91 Unrealized +9.8%
ADFI TWO RDS SHARED TR 0.1%
Value ($000) $176 Shares 20,693 Est. Cost $8.53 Unrealized
SA SEABRIDGE GOLD INC 0.1%
Value ($000) $152 Shares 10,475 Est. Cost $15.99 Unrealized -20.5%
OPFI OPPFI INC 0.1%
Value ($000) $149 Shares 10,649 Est. Cost $11.14 Unrealized +0.9%
STXS STEREOTAXIS INC 0.1%
Value ($000) $145 Shares 68,415 Est. Cost $2.02 Unrealized +0.6%
INVESCO CALIF VALUE MUN INCO 0.1%
Value ($000) $140 Shares 13,456 Est. Cost $10.89 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.1%
Value ($000) $116 Shares 14,525 Est. Cost $8.07 Unrealized
AOHY ANGEL OAK FUNDS TRUST 0.1%
Value ($000) $115 Shares 10,357 Est. Cost $11.17 Unrealized
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $103 Shares 19,093 Est. Cost $5.79 Unrealized
NAK NORTHERN DYNASTY MINERALS LT 0.0%
Value ($000) $33 Shares 24,600 Est. Cost $0.35 Unrealized +218.1%
MACKENZIE RLTY CAP INC 0.0%
Value ($000) $22 Shares 32,682 Est. Cost $0.67 Unrealized
VIVK VIVAKOR INC 0.0%
Value ($000) $9 Shares 11,097 Est. Cost $1.96 Unrealized -58.2%