Strategic Financial Concepts, LLC Quant / Systematic

CIK: 0001870686 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 5, 2025

Total Value ($000): $710,875 (100.0% shares, 0.0% debt)

Holdings (279)

SPYG SPDR SERIES TRUST 11.4%
Value ($000) $81,126 Shares 851,088 Est. Cost $95.05 Unrealized
SPTI SPDR SERIES TRUST 8.0%
Value ($000) $57,202 Shares 1,988,240 Est. Cost $28.77 Unrealized
SPYV SPDR SERIES TRUST 7.3%
Value ($000) $51,805 Shares 989,774 Est. Cost $51.45 Unrealized
SPMB SPDR SERIES TRUST 5.8%
Value ($000) $41,161 Shares 1,862,493 Est. Cost $22.10 Unrealized
SPIB SPDR SERIES TRUST 4.2%
Value ($000) $30,033 Shares 894,368 Est. Cost $33.58 Unrealized
SPDW SPDR INDEX SHS FDS 4.0%
Value ($000) $28,704 Shares 708,918 Est. Cost $38.23 Unrealized
AVUS AMERICAN CENTY ETF TR 3.7%
Value ($000) $26,595 Shares 263,783 Est. Cost $34.62 Unrealized
SPSM SPDR SERIES TRUST 3.4%
Value ($000) $24,435 Shares 573,588 Est. Cost $36.57 Unrealized
SPEM SPDR INDEX SHS FDS 2.2%
Value ($000) $15,354 Shares 359,245 Est. Cost $42.51 Unrealized
BIL SPDR SERIES TRUST 2.1%
Value ($000) $14,942 Shares 162,955 Est. Cost $21.62 Unrealized
TBUX T ROWE PRICE ETF INC 2.1%
Value ($000) $14,642 Shares 293,952 Est. Cost $12.49 Unrealized
FLTR VANECK ETF TRUST 1.8%
Value ($000) $13,084 Shares 512,998 Est. Cost $8.29 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value ($000) $12,675 Shares 61,920 Est. Cost $29.85 Unrealized
VTI VANGUARD INDEX FDS 1.6%
Value ($000) $11,189 Shares 36,813 Est. Cost $17.65 Unrealized
AVDE AMERICAN CENTY ETF TR 1.3%
Value ($000) $9,549 Shares 129,024 Est. Cost $24.68 Unrealized
AVIG AMERICAN CENTY ETF TR 1.3%
Value ($000) $9,362 Shares 224,932 Est. Cost $18.82 Unrealized
XLF SELECT SECTOR SPDR TR 1.2%
Value ($000) $8,641 Shares 164,992 Est. Cost $48.77 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $7,986 Shares 38,903 Est. Cost $199.01 Unrealized +1.2%
SLYG SPDR SERIES TRUST 1.1%
Value ($000) $7,467 Shares 84,129 Est. Cost $80.78 Unrealized
XLC SELECT SECTOR SPDR TR 1.0%
Value ($000) $6,788 Shares 62,543 Est. Cost $108.53 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $6,666 Shares 20,984 Est. Cost $177.85 Unrealized +69.4%
AMZN AMAZON COM INC 0.9%
Value ($000) $6,372 Shares 29,122 Est. Cost $191.12 Unrealized +3.5%
AGG ISHARES TR 0.9%
Value ($000) $6,306 Shares 63,572 Est. Cost $83.18 Unrealized
XLV SELECT SECTOR SPDR TR 0.8%
Value ($000) $5,579 Shares 41,403 Est. Cost $126.27 Unrealized
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $5,385 Shares 12,285 Est. Cost $0.86 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $5,062 Shares 212,462 Est. Cost $15.56 Unrealized
SGOV ISHARES TR 0.7%
Value ($000) $4,743 Shares 46,846 Est. Cost $36.43 Unrealized
AVEM AMERICAN CENTY ETF TR 0.6%
Value ($000) $4,424 Shares 64,553 Est. Cost $24.11 Unrealized
THYF T ROWE PRICE ETF INC 0.6%
Value ($000) $4,207 Shares 80,487 Est. Cost $47.24 Unrealized
IEFA ISHARES TR 0.5%
Value ($000) $3,827 Shares 45,842 Est. Cost $74.25 Unrealized
TCAF T ROWE PRICE ETF INC 0.5%
Value ($000) $3,728 Shares 105,671 Est. Cost $10.68 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value ($000) $3,513 Shares 19,879 Est. Cost $29.70 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $3,477 Shares 55,483 Est. Cost $40.16 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $3,462 Shares 60,731 Est. Cost $9.73 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $3,306 Shares 38,411 Est. Cost $50.11 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $3,253 Shares 20,589 Est. Cost $118.96 Unrealized +5.8%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $3,168 Shares 119,562 Est. Cost $22.62 Unrealized
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $2,940 Shares 58,479 Est. Cost $50.27 Unrealized
GDX VANECK ETF TRUST 0.4%
Value ($000) $2,895 Shares 55,414 Est. Cost $6.67 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $2,829 Shares 4,579 Est. Cost $36.91 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,803 Shares 126,866 Est. Cost $10.19 Unrealized
FFIN FIRST FINL BANKSHARES INC 0.4%
Value ($000) $2,800 Shares 77,830 Est. Cost $29.14 Unrealized +17.0%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $2,699 Shares 4,893 Est. Cost $231.02 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,664 Shares 5,347 Est. Cost $418.00 Unrealized +3.4%
IVV ISHARES TR 0.4%
Value ($000) $2,517 Shares 4,058 Est. Cost $420.03 Unrealized
TFLR T ROWE PRICE ETF INC 0.3%
Value ($000) $2,456 Shares 47,756 Est. Cost $45.23 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $2,291 Shares 31,109 Est. Cost $28.68 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $2,207 Shares 20,328 Est. Cost $111.08 Unrealized -5.9%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $2,067 Shares 7,245 Est. Cost $0.99 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $2,040 Shares 22,817 Est. Cost $89.39 Unrealized
WMT WALMART INC 0.3%
Value ($000) $1,983 Shares 20,228 Est. Cost $68.95 Unrealized +37.4%
AVGE AMERICAN CENTY ETF TR 0.3%
Value ($000) $1,970 Shares 25,424 Est. Cost $53.34 Unrealized
EPI WISDOMTREE TR 0.3%
Value ($000) $1,959 Shares 41,259 Est. Cost $47.47 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,850 Shares 10,180 Est. Cost $90.71 Unrealized
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,802 Shares 71,225 Est. Cost $16.51 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $1,668 Shares 26,083 Est. Cost $45.43 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $1,619 Shares 14,814 Est. Cost $92.65 Unrealized
AVMU AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,547 Shares 34,569 Est. Cost $22.99 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,488 Shares 71,114 Est. Cost $1.60 Unrealized
SPMD SPDR SERIES TRUST 0.2%
Value ($000) $1,472 Shares 27,077 Est. Cost $48.28 Unrealized
FXY INVESCO CURRENCYSHARES JAPAN 0.2%
Value ($000) $1,460 Shares 22,841 Est. Cost $63.94 Unrealized
IAGG ISHARES TR 0.2%
Value ($000) $1,405 Shares 27,494 Est. Cost $51.09 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $1,397 Shares 7,930 Est. Cost $168.23 Unrealized -2.9%
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,388 Shares 31,077 Est. Cost $10.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,378 Shares 2,837 Est. Cost $443.07 Unrealized +14.6%
SCHG SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,346 Shares 46,077 Est. Cost $24.94 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $1,270 Shares 5,358 Est. Cost $86.18 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.2%
Value ($000) $1,233 Shares 20,165 Est. Cost $7.68 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,218 Shares 21,429 Est. Cost $0.93 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,179 Shares 12,572 Est. Cost $31.52 Unrealized
SDIV GLOBAL X FDS 0.2%
Value ($000) $1,179 Shares 52,265 Est. Cost $0.54 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $1,159 Shares 1,570 Est. Cost $526.84 Unrealized +17.0%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $1,130 Shares 1,704 Est. Cost $1.00 Unrealized
REZ ISHARES TR 0.2%
Value ($000) $1,122 Shares 13,623 Est. Cost $5.45 Unrealized
SPTM SPDR SERIES TRUST 0.2%
Value ($000) $1,117 Shares 14,919 Est. Cost $3.40 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $1,108 Shares 11,488 Est. Cost $71.86 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,104 Shares 6,222 Est. Cost $171.27 Unrealized -3.8%
LOW LOWES COS INC 0.2%
Value ($000) $1,097 Shares 4,939 Est. Cost $227.79 Unrealized -3.1%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $1,057 Shares 5,419 Est. Cost $22.08 Unrealized
IHDG WISDOMTREE TR 0.1%
Value ($000) $1,050 Shares 23,297 Est. Cost $2.70 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,048 Shares 1,845 Est. Cost $186.82 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1,034 Shares 3,636 Est. Cost $11.54 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,034 Shares 1,326 Est. Cost $795.07 Unrealized -2.7%
PSR INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $1,024 Shares 11,213 Est. Cost $8.97 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,004 Shares 3,966 Est. Cost $17.18 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,000 Shares 3,391 Est. Cost $214.17 Unrealized +18.5%
ITOT ISHARES TR 0.1%
Value ($000) $988 Shares 7,319 Est. Cost $129.95 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $963 Shares 18,698 Est. Cost $4.45 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $962 Shares 31,342 Est. Cost $2.10 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $960 Shares 3,149 Est. Cost $182.46 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $955 Shares 965 Est. Cost $810.98 Unrealized +22.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $945 Shares 17,380 Est. Cost $5.73 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $922 Shares 29,004 Est. Cost $21.46 Unrealized
DGRS WISDOMTREE TR 0.1%
Value ($000) $910 Shares 19,551 Est. Cost $50.92 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $904 Shares 5,498 Est. Cost $6.69 Unrealized
XSOE WISDOMTREE TR 0.1%
Value ($000) $900 Shares 26,103 Est. Cost $2.05 Unrealized
DEUS DBX ETF TR 0.1%
Value ($000) $866 Shares 15,408 Est. Cost $4.71 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $860 Shares 3,143 Est. Cost $221.83 Unrealized +13.9%
IEMG ISHARES INC 0.1%
Value ($000) $843 Shares 14,047 Est. Cost $60.03 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $835 Shares 31,284 Est. Cost $19.42 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $824 Shares 35,493 Est. Cost $20.79 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $812 Shares 12,855 Est. Cost $12.65 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $801 Shares 5,078 Est. Cost $8.36 Unrealized
ONEY SPDR SERIES TRUST 0.1%
Value ($000) $800 Shares 7,388 Est. Cost $25.66 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $798 Shares 5,752 Est. Cost $7.08 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.1%
Value ($000) $780 Shares 52,357 Est. Cost $10.47 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $777 Shares 4,348 Est. Cost $64.20 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $775 Shares 42,757 Est. Cost $2.99 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $765 Shares 9,022 Est. Cost $58.67 Unrealized
UNITI GROUP INC 0.1%
Value ($000) $762 Shares 176,469 Est. Cost $1.52 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $736 Shares 3,949 Est. Cost $165.97 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $731 Shares 4,957 Est. Cost $41.02 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $698 Shares 12,543 Est. Cost $55.68 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $674 Shares 1,839 Est. Cost $359.96 Unrealized -1.1%
CEF SPROTT PHYSICAL GOLD & SILVE 0.1%
Value ($000) $664 Shares 23,955 Est. Cost $11.95 Unrealized
EWG ISHARES INC 0.1%
Value ($000) $664 Shares 15,696 Est. Cost $1.06 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $660 Shares 22,542 Est. Cost $3.85 Unrealized
LTC LTC PPTYS INC 0.1%
Value ($000) $660 Shares 19,056 Est. Cost $0.96 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $656 Shares 4,579 Est. Cost $147.18 Unrealized -6.9%
BTCI NEOS ETF TRUST 0.1%
Value ($000) $648 Shares 10,860 Est. Cost $59.70 Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.1%
Value ($000) $648 Shares 63,200 Est. Cost $9.19 Unrealized -0.5%
MNBD ALPS ETF TR 0.1%
Value ($000) $634 Shares 24,937 Est. Cost $25.51 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $633 Shares 7,747 Est. Cost $29.75 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $625 Shares 3,105 Est. Cost $172.85 Unrealized +13.9%
PPLT ABRDN PLATINUM ETF TRUST 0.1%
Value ($000) $618 Shares 5,032 Est. Cost $91.37 Unrealized
GCOW PACER FDS TR 0.1%
Value ($000) $610 Shares 16,061 Est. Cost $27.42 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $604 Shares 1,424 Est. Cost $95.75 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $603 Shares 3,309 Est. Cost $155.54 Unrealized +7.6%
IWY ISHARES TR 0.1%
Value ($000) $587 Shares 2,383 Est. Cost $204.14 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $585 Shares 16,473 Est. Cost $35.48 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $584 Shares 1,810 Est. Cost $263.84 Unrealized 0.0%
TBLL INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $580 Shares 5,493 Est. Cost $55.10 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $566 Shares 9,648 Est. Cost $43.51 Unrealized +28.6%
QCOM QUALCOMM INC 0.1%
Value ($000) $555 Shares 3,486 Est. Cost $179.46 Unrealized -19.2%
OUSM ALPS ETF TR 0.1%
Value ($000) $554 Shares 12,713 Est. Cost $43.46 Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.1%
Value ($000) $549 Shares 10,791 Est. Cost $11.28 Unrealized
EWP ISHARES INC 0.1%
Value ($000) $542 Shares 12,307 Est. Cost $1.01 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $538 Shares 2,494 Est. Cost $12.91 Unrealized
CORNERSTONE STRATEGIC INVEST 0.1%
Value ($000) $525 Shares 64,700 Est. Cost $1.17 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $524 Shares 10,584 Est. Cost $16.36 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $523 Shares 7,565 Est. Cost $41.86 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $516 Shares 10,162 Est. Cost $46.61 Unrealized
USFR WISDOMTREE TR 0.1%
Value ($000) $511 Shares 10,163 Est. Cost $47.15 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $510 Shares 3,203 Est. Cost $165.40 Unrealized -2.8%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $500 Shares 6,732 Est. Cost $81.09 Unrealized -15.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $494 Shares 16,188 Est. Cost $9.23 Unrealized
BUFD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $493 Shares 18,566 Est. Cost $9.70 Unrealized
BA BOEING CO 0.1%
Value ($000) $493 Shares 2,351 Est. Cost $180.14 Unrealized +4.9%
MDYV SPDR SERIES TRUST 0.1%
Value ($000) $485 Shares 6,105 Est. Cost $4.16 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $473 Shares 4,224 Est. Cost $86.31 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $470 Shares 5,800 Est. Cost $40.24 Unrealized
SDOG ALPS ETF TR 0.1%
Value ($000) $466 Shares 8,123 Est. Cost $2.84 Unrealized
DKL DELEK LOGISTICS PARTNERS LP 0.1%
Value ($000) $461 Shares 10,743 Est. Cost $0.98 Unrealized
FDM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $455 Shares 6,348 Est. Cost $10.59 Unrealized
PPL PPL CORP 0.1%
Value ($000) $442 Shares 13,031 Est. Cost $34.05 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $434 Shares 3,946 Est. Cost $12.18 Unrealized
TILL LISTED FDS TR 0.1%
Value ($000) $434 Shares 22,131 Est. Cost $18.92 Unrealized
FIRST TR SR FLTG RATE INCOME 0.1%
Value ($000) $428 Shares 42,100 Est. Cost $4.07 Unrealized
IGSB ISHARES TR 0.1%
Value ($000) $422 Shares 7,998 Est. Cost $52.76 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $415 Shares 2,715 Est. Cost $145.50 Unrealized +3.7%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $414 Shares 13,739 Est. Cost $2.24 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $413 Shares 8,139 Est. Cost $43.56 Unrealized
YYY AMPLIFY ETF TR 0.1%
Value ($000) $403 Shares 34,450 Est. Cost $4.57 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $403 Shares 5,814 Est. Cost $56.58 Unrealized +6.7%
T AT&T INC 0.1%
Value ($000) $398 Shares 15,038 Est. Cost $21.57 Unrealized +25.0%
BBAG J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $395 Shares 8,543 Est. Cost $34.45 Unrealized
AGNC AGNC INVT CORP 0.1%
Value ($000) $394 Shares 42,919 Est. Cost $1.05 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $388 Shares 1,358 Est. Cost $28.70 Unrealized
MMM 3M CO 0.1%
Value ($000) $386 Shares 2,535 Est. Cost $143.17 Unrealized -1.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $384 Shares 8,883 Est. Cost $39.42 Unrealized +6.1%
CWI SPDR INDEX SHS FDS 0.1%
Value ($000) $381 Shares 11,677 Est. Cost $10.53 Unrealized
AIQ GLOBAL X FDS 0.1%
Value ($000) $379 Shares 8,970 Est. Cost $7.22 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $377 Shares 665 Est. Cost $270.14 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $376 Shares 3,049 Est. Cost $124.11 Unrealized -24.9%
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $375 Shares 5,161 Est. Cost $57.13 Unrealized
SGOL ETFS GOLD TR 0.1%
Value ($000) $371 Shares 14,600 Est. Cost $25.12 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.1%
Value ($000) $370 Shares 17,757 Est. Cost $20.86 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $367 Shares 2,609 Est. Cost $119.51 Unrealized +1.2%
GE GE AEROSPACE 0.1%
Value ($000) $367 Shares 1,491 Est. Cost $179.15 Unrealized +22.0%
USIG ISHARES TR 0.1%
Value ($000) $360 Shares 7,003 Est. Cost $18.20 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $359 Shares 909 Est. Cost $340.53 Unrealized -2.8%
NFLX NETFLIX INC 0.0%
Value ($000) $354 Shares 264 Est. Cost $67.01 Unrealized +68.7%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $354 Shares 2,656 Est. Cost $64.02 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $351 Shares 2,526 Est. Cost $117.29 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $351 Shares 5,366 Est. Cost $4.84 Unrealized
MAGS LISTED FDS TR 0.0%
Value ($000) $343 Shares 6,180 Est. Cost $55.47 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $334 Shares 2,459 Est. Cost $114.11 Unrealized +14.5%
TOPT ISHARES TR 0.0%
Value ($000) $332 Shares 12,750 Est. Cost $24.13 Unrealized
V VISA INC 0.0%
Value ($000) $332 Shares 934 Est. Cost $285.22 Unrealized +21.7%
NEM NEWMONT CORP 0.0%
Value ($000) $328 Shares 6,040 Est. Cost $43.26 Unrealized +22.3%
EXC EXELON CORP 0.0%
Value ($000) $326 Shares 7,500 Est. Cost $39.06 Unrealized +11.5%
BOXX EA SERIES TRUST 0.0%
Value ($000) $321 Shares 2,850 Est. Cost $0.61 Unrealized
CGBL CAPITAL GROUP CORE BALANCED 0.0%
Value ($000) $321 Shares 9,602 Est. Cost $30.98 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $319 Shares 6,357 Est. Cost $1.16 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $311 Shares 1,066 Est. Cost $264.56 Unrealized +14.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $306 Shares 563 Est. Cost $398.23 Unrealized +31.3%
SPLB SPDR SERIES TRUST 0.0%
Value ($000) $302 Shares 13,383 Est. Cost $5.07 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $301 Shares 6,367 Est. Cost $41.45 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $300 Shares 2,197 Est. Cost $117.28 Unrealized 0.0%
DLN WISDOMTREE TR 0.0%
Value ($000) $295 Shares 3,595 Est. Cost $78.55 Unrealized
QYLD GLOBAL X FDS 0.0%
Value ($000) $292 Shares 17,488 Est. Cost $4.09 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $289 Shares 3,139 Est. Cost $59.48 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $287 Shares 110 Est. Cost $1984.94 Unrealized +17.7%
OKE ONEOK INC NEW 0.0%
Value ($000) $283 Shares 3,469 Est. Cost $87.80 Unrealized -8.1%
FMAO FARMERS & MERCHANTS BANCORP 0.0%
Value ($000) $283 Shares 11,200 Est. Cost $23.36 Unrealized 0.0%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $280 Shares 6,875 Est. Cost $1.00 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $280 Shares 1,317 Est. Cost $185.05 Unrealized 0.0%
IBTI ISHARES TR 0.0%
Value ($000) $280 Shares 12,525 Est. Cost $1.33 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $276 Shares 895 Est. Cost $302.36 Unrealized 0.0%
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $275 Shares 4,603 Est. Cost $55.38 Unrealized
MNR MACH NATURAL RESOURCES LP 0.0%
Value ($000) $271 Shares 18,797 Est. Cost $15.44 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $270 Shares 2,102 Est. Cost $100.57 Unrealized +19.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $270 Shares 1,192 Est. Cost $197.44 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $270 Shares 1,388 Est. Cost $15.58 Unrealized
DES WISDOMTREE TR 0.0%
Value ($000) $267 Shares 8,421 Est. Cost $1.01 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $266 Shares 959 Est. Cost $1.13 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $259 Shares 14,150 Est. Cost $19.17 Unrealized -7.6%
IMCG ISHARES TR 0.0%
Value ($000) $258 Shares 3,221 Est. Cost $6.77 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $257 Shares 1,962 Est. Cost $8.95 Unrealized
VDC VANGUARD WORLD FD 0.0%
Value ($000) $257 Shares 1,175 Est. Cost $8.26 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $257 Shares 3,018 Est. Cost $85.20 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $254 Shares 5,394 Est. Cost $8.15 Unrealized
OUNZ VANECK MERK GOLD ETF 0.0%
Value ($000) $253 Shares 7,927 Est. Cost $9.33 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $252 Shares 2,889 Est. Cost $83.50 Unrealized 0.0%
IWV ISHARES TR 0.0%
Value ($000) $251 Shares 716 Est. Cost $10.02 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $251 Shares 2,190 Est. Cost $98.12 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $249 Shares 1,548 Est. Cost $135.50 Unrealized +12.7%
SOXX ISHARES TR 0.0%
Value ($000) $248 Shares 1,040 Est. Cost $96.62 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $248 Shares 5,120 Est. Cost $48.35 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $245 Shares 750 Est. Cost $257.00 Unrealized +7.7%
PTLC PACER FDS TR 0.0%
Value ($000) $244 Shares 4,814 Est. Cost $50.76 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $244 Shares 983 Est. Cost $0.00 Unrealized
IXG ISHARES TR 0.0%
Value ($000) $244 Shares 2,200 Est. Cost $103.02 Unrealized
COWZ PACER FDS TR 0.0%
Value ($000) $243 Shares 4,401 Est. Cost $56.48 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $243 Shares 1,837 Est. Cost $131.03 Unrealized 0.0%
JPEM J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $242 Shares 4,293 Est. Cost $42.01 Unrealized
FDL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $241 Shares 5,766 Est. Cost $22.66 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $240 Shares 1,099 Est. Cost $160.80 Unrealized 0.0%
EFC ELLINGTON FINANCIAL INC 0.0%
Value ($000) $239 Shares 18,400 Est. Cost $1.74 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $238 Shares 15,415 Est. Cost $1.08 Unrealized
SMTH ALPS ETF TR 0.0%
Value ($000) $238 Shares 9,193 Est. Cost $25.57 Unrealized
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $236 Shares 1,020 Est. Cost $202.05 Unrealized +16.8%
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $235 Shares 5,519 Est. Cost $34.80 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $234 Shares 11,283 Est. Cost $15.53 Unrealized +16.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $232 Shares 1,870 Est. Cost $102.81 Unrealized 0.0%
QQQI NEOS ETF TRUST 0.0%
Value ($000) $231 Shares 5,550 Est. Cost $41.70 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $230 Shares 7,735 Est. Cost $27.62 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $228 Shares 2,429 Est. Cost $88.79 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $224 Shares 3,316 Est. Cost $60.23 Unrealized +8.1%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $221 Shares 11,650 Est. Cost $18.97 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $219 Shares 872 Est. Cost $227.05 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $218 Shares 430 Est. Cost $385.15 Unrealized +25.8%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $216 Shares 8,031 Est. Cost $26.95 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $216 Shares 4,863 Est. Cost $43.52 Unrealized +1.9%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $211 Shares 11,858 Est. Cost $16.67 Unrealized
DDLS WISDOMTREE TR 0.0%
Value ($000) $211 Shares 5,342 Est. Cost $0.62 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $210 Shares 478 Est. Cost $29.77 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $210 Shares 3,108 Est. Cost $57.61 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $209 Shares 3,105 Est. Cost $57.41 Unrealized
FLRN SPDR SERIES TRUST 0.0%
Value ($000) $206 Shares 6,687 Est. Cost $30.83 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $204 Shares 2,511 Est. Cost $75.28 Unrealized
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $204 Shares 3,454 Est. Cost $53.30 Unrealized +3.7%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $204 Shares 3,775 Est. Cost $53.96 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $203 Shares 6,850 Est. Cost $29.68 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $202 Shares 1,051 Est. Cost $192.46 Unrealized
APG API GROUP CORP 0.0%
Value ($000) $200 Shares 3,923 Est. Cost $25.05 Unrealized +14.3%
CALAMOS GBL DYN INCOME FUND 0.0%
Value ($000) $180 Shares 25,300 Est. Cost $1.09 Unrealized
UUUU ENERGY FUELS INC 0.0%
Value ($000) $154 Shares 27,680 Est. Cost $4.79 Unrealized +0.1%
ABRDN WORLD HEALTHCARE FUND 0.0%
Value ($000) $148 Shares 14,400 Est. Cost $1.62 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) $146 Shares 16,100 Est. Cost $0.97 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $143 Shares 32,720 Est. Cost $1.27 Unrealized +205.6%
F FORD MTR CO 0.0%
Value ($000) $133 Shares 12,270 Est. Cost $9.84 Unrealized +0.3%
RIVERNORTH OPPORTUNITIES FD 0.0%
Value ($000) $132 Shares 10,800 Est. Cost $2.03 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $131 Shares 71,772 Est. Cost $1.67 Unrealized -9.2%
RIVERNORTH DOUBLELINE STRATE 0.0%
Value ($000) $128 Shares 15,000 Est. Cost $1.09 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $89 Shares 10,300 Est. Cost $1.47 Unrealized
PIMCO INCOME STRATEGY FD 0.0%
Value ($000) $85 Shares 10,200 Est. Cost $8.59 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $54 Shares 12,300 Est. Cost $1.13 Unrealized