Crumly & Associates Inc. Diversified Active

Location: Springfield, IL

CIK: 0001759578 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 14, 2026

Total Value: $477M (100.0% shares, 0.0% debt)

Holdings (203)

JGRO J P MORGAN EXCHANGE TRADED F 5.6%
Value $26.68M Shares 287,447 Est. Cost $77.16 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 4.9%
Value $23.53M Shares 338,770 Est. Cost $54.38 Unrealized
DSTL ETF SER SOLUTIONS 4.5%
Value $21.59M Shares 366,485 Est. Cost $45.54 Unrealized
HEFA ISHARES TR 3.9%
Value $18.81M Shares 454,722 Est. Cost $32.86 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 3.8%
Value $18.27M Shares 476,716 Est. Cost $35.43 Unrealized
MGV VANGUARD WORLD FD 3.0%
Value $14.14M Shares 100,169 Est. Cost $129.95 Unrealized
DSTX ETF SER SOLUTIONS 2.9%
Value $13.91M Shares 438,986 Est. Cost $23.53 Unrealized
SMCO TIDAL TRUST II 2.8%
Value $13.57M Shares 506,124 Est. Cost $24.69 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 2.8%
Value $13.51M Shares 139,472 Est. Cost $82.74 Unrealized
FCOM FIDELITY COVINGTON TRUST 2.4%
Value $11.64M Shares 158,791 Est. Cost $58.88 Unrealized
IWY ISHARES TR 2.4%
Value $11.39M Shares 41,131 Est. Cost $156.35 Unrealized
NFTY FIRST TR EXCH TRD ALPHDX FD 2.3%
Value $11.11M Shares 190,433 Est. Cost $49.57 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 2.2%
Value $10.59M Shares 107,724 Est. Cost $77.37 Unrealized
JSI JANUS DETROIT STR TR 2.0%
Value $9.365M Shares 179,881 Est. Cost $52.37 Unrealized
BITB BITWISE BITCOIN ETF TR 1.9%
Value $9.267M Shares 194,851 Est. Cost $49.78 Unrealized
DGRO ISHARES TR 1.7%
Value $8.19M Shares 117,981 Est. Cost $50.06 Unrealized
FTEC FIDELITY COVINGTON TRUST 1.6%
Value $7.727M Shares 34,392 Est. Cost $129.55 Unrealized
VOO VANGUARD INDEX FDS 1.6%
Value $7.639M Shares 12,181 Est. Cost $425.95 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 1.6%
Value $7.519M Shares 49,139 Est. Cost $153.02 Unrealized
SMIN ISHARES TR 1.6%
Value $7.399M Shares 105,831 Est. Cost $71.49 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 1.6%
Value $7.396M Shares 160,505 Est. Cost $34.49 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.5%
Value $7.186M Shares 37,512 Est. Cost $191.56 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 1.3%
Value $6.39M Shares 231,354 Est. Cost $27.11 Unrealized
VONG VANGUARD SCOTTSDALE FDS 1.3%
Value $6.364M Shares 52,275 Est. Cost $87.07 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.3%
Value $6.351M Shares 137,935 Est. Cost $46.09 Unrealized
DEUS DBX ETF TR 1.2%
Value $5.598M Shares 96,004 Est. Cost $45.32 Unrealized
IQLT ISHARES TR 1.2%
Value $5.5M Shares 121,009 Est. Cost $36.45 Unrealized
PSH PGIM ETF TR 1.1%
Value $5.434M Shares 107,883 Est. Cost $50.37 Unrealized
XLE SELECT SECTOR SPDR TR 1.1%
Value $5.16M Shares 115,409 Est. Cost $51.31 Unrealized
AAPL APPLE INC 1.1%
Value $5.158M Shares 18,973 Est. Cost $116.88 Unrealized +129.6%
SPY SPDR S&P 500 ETF TR 1.0%
Value $4.712M Shares 6,910 Est. Cost $589.49 Unrealized
QQEW FIRST TR EXCHANGE-TRADED FD 1.0%
Value $4.681M Shares 32,933 Est. Cost $122.61 Unrealized
SMMU PIMCO ETF TR 1.0%
Value $4.582M Shares 90,860 Est. Cost $50.21 Unrealized
JAAA JANUS DETROIT STR TR 1.0%
Value $4.565M Shares 90,261 Est. Cost $50.33 Unrealized
FMHI FIRST TR EXCH TRADED FD III 0.8%
Value $3.732M Shares 77,854 Est. Cost $47.63 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value $3.518M Shares 69,533 Est. Cost $50.68 Unrealized
AVGO BROADCOM INC 0.7%
Value $3.45M Shares 9,969 Est. Cost $145.79 Unrealized +144.9%
IJH ISHARES TR 0.7%
Value $3.285M Shares 49,774 Est. Cost $97.17 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.7%
Value $3.182M Shares 193,220 Est. Cost $12.80 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.6%
Value $2.808M Shares 5,844 Est. Cost $331.33 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.6%
Value $2.758M Shares 72,836 Est. Cost $25.93 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.6%
Value $2.706M Shares 33,874 Est. Cost $52.94 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 0.6%
Value $2.661M Shares 37,097 Est. Cost $60.17 Unrealized
MSFT MICROSOFT CORP 0.5%
Value $2.485M Shares 5,139 Est. Cost $265.33 Unrealized +88.7%
JMUB J P MORGAN EXCHANGE TRADED F 0.5%
Value $2.426M Shares 48,046 Est. Cost $50.82 Unrealized
AMZN AMAZON COM INC 0.5%
Value $2.212M Shares 9,583 Est. Cost $140.98 Unrealized +62.3%
MUB ISHARES TR 0.5%
Value $2.194M Shares 20,482 Est. Cost $107.11 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value $2.157M Shares 11,565 Est. Cost $118.11 Unrealized +57.6%
XLF SELECT SECTOR SPDR TR 0.4%
Value $2.121M Shares 38,729 Est. Cost $33.87 Unrealized
TSLA TESLA INC 0.4%
Value $1.987M Shares 4,418 Est. Cost $271.21 Unrealized +63.4%
GOOGL ALPHABET INC 0.4%
Value $1.939M Shares 6,194 Est. Cost $133.53 Unrealized +113.9%
JPM JPMORGAN CHASE & CO. 0.4%
Value $1.934M Shares 6,002 Est. Cost $124.37 Unrealized +148.9%
GLD SPDR GOLD TR 0.4%
Value $1.859M Shares 4,690 Est. Cost $358.38 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value $1.829M Shares 2,978 Est. Cost $460.49 Unrealized
NFLX NETFLIX INC 0.4%
Value $1.82M Shares 19,413 Est. Cost $99.81 Unrealized +8.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value $1.703M Shares 5,604 Est. Cost $118.05 Unrealized
IWR ISHARES TR 0.4%
Value $1.675M Shares 17,403 Est. Cost $91.97 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.3%
Value $1.61M Shares 26,683 Est. Cost $40.00 Unrealized
RVNU DBX ETF TR 0.3%
Value $1.583M Shares 64,487 Est. Cost $25.17 Unrealized
WMT WALMART INC 0.3%
Value $1.575M Shares 14,135 Est. Cost $53.93 Unrealized +98.8%
ONEY SPDR SERIES TRUST 0.3%
Value $1.558M Shares 13,723 Est. Cost $90.44 Unrealized
DEEF DBX ETF TR 0.3%
Value $1.482M Shares 41,235 Est. Cost $27.24 Unrealized
SGVT SCHWAB STRATEGIC TR 0.3%
Value $1.368M Shares 13,617 Est. Cost $100.62 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value $1.332M Shares 8,606 Est. Cost $135.08 Unrealized
IWF ISHARES TR 0.3%
Value $1.319M Shares 2,786 Est. Cost $424.58 Unrealized
CEG CONSTELLATION ENERGY CORP 0.3%
Value $1.294M Shares 3,663 Est. Cost $270.13 Unrealized +34.5%
AXP AMERICAN EXPRESS CO 0.3%
Value $1.28M Shares 3,461 Est. Cost $252.92 Unrealized +41.1%
PLD PROLOGIS INC. 0.2%
Value $1.188M Shares 9,307 Est. Cost $100.66 Unrealized +23.0%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $1.186M Shares 1,349 Est. Cost $551.02 Unrealized +47.6%
KLAC KLA CORP 0.2%
Value $1.107M Shares 911 Est. Cost $515.49 Unrealized +127.3%
MTBA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value $1.086M Shares 21,550 Est. Cost $50.41 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $1.07M Shares 2,282 Est. Cost $314.77 Unrealized +61.8%
NEM NEWMONT CORP 0.2%
Value $1.067M Shares 10,686 Est. Cost $57.20 Unrealized +57.7%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $1.021M Shares 31,852 Est. Cost $27.80 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value $948K Shares 9,491 Est. Cost $65.41 Unrealized +44.8%
FMB FIRST TR EXCH TRADED FD III 0.2%
Value $940K Shares 18,385 Est. Cost $51.56 Unrealized
BLK BLACKROCK INC 0.2%
Value $882K Shares 824 Est. Cost $990.61 Unrealized +10.0%
LLY ELI LILLY & CO 0.2%
Value $835K Shares 777 Est. Cost $762.54 Unrealized +25.3%
V VISA INC 0.2%
Value $817K Shares 2,329 Est. Cost $231.49 Unrealized +47.0%
META META PLATFORMS INC 0.2%
Value $813K Shares 1,231 Est. Cost $595.91 Unrealized +12.0%
EWBC EAST WEST BANCORP INC 0.2%
Value $812K Shares 7,227 Est. Cost $56.35 Unrealized +86.6%
NI NISOURCE INC 0.2%
Value $808K Shares 19,347 Est. Cost $25.84 Unrealized +64.9%
FDL FIRST TR EXCHANGE-TRADED FD 0.2%
Value $791K Shares 17,838 Est. Cost $37.13 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $762K Shares 4,285 Est. Cost $125.17 Unrealized +44.6%
AZN ASTRAZENECA PLC 0.2%
Value $746K Shares 8,111 Est. Cost $69.92 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.2%
Value $743K Shares 10,005 Est. Cost $57.48 Unrealized
SLV ISHARES SILVER TR 0.2%
Value $733K Shares 11,377 Est. Cost $32.92 Unrealized
MRK MERCK & CO INC 0.2%
Value $732K Shares 6,951 Est. Cost $78.56 Unrealized +18.7%
MDT MEDTRONIC PLC 0.2%
Value $731K Shares 7,609 Est. Cost $78.03 Unrealized +24.5%
PNC PNC FINL SVCS GROUP INC 0.2%
Value $726K Shares 3,477 Est. Cost $131.02 Unrealized +47.1%
TMUS T-MOBILE US INC 0.1%
Value $697K Shares 3,433 Est. Cost $126.27 Unrealized +67.4%
CRM SALESFORCE INC 0.1%
Value $685K Shares 2,585 Est. Cost $221.10 Unrealized +12.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $628K Shares 1,250 Est. Cost $484.36 Unrealized +2.7%
NEE NEXTERA ENERGY INC 0.1%
Value $614K Shares 7,651 Est. Cost $68.66 Unrealized +20.2%
PIMCO ACCESS INCOME FUND 0.1%
Value $608K Shares 39,750 Est. Cost $18.27 Unrealized
AMGN AMGEN INC 0.1%
Value $599K Shares 1,829 Est. Cost $291.25 Unrealized +8.5%
CMI CUMMINS INC 0.1%
Value $589K Shares 1,153 Est. Cost $213.91 Unrealized +118.0%
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value $584K Shares 1,486 Est. Cost $170.47 Unrealized +140.8%
TTE TOTALENERGIES SE 0.1%
Value $581K Shares 8,876 Est. Cost $63.23 Unrealized 0.0%
DSMC ETF SER SOLUTIONS 0.1%
Value $577K Shares 16,260 Est. Cost $32.65 Unrealized
HSBC HSBC HLDGS PLC 0.1%
Value $575K Shares 7,311 Est. Cost $33.83 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value $559K Shares 9,324 Est. Cost $59.93 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value $550K Shares 3,610 Est. Cost $124.42 Unrealized +21.7%
PAAA PGIM ETF TR 0.1%
Value $540K Shares 10,538 Est. Cost $51.26 Unrealized
APLD APPLIED DIGITAL CORP 0.1%
Value $522K Shares 21,270 Est. Cost $5.18 Unrealized +455.7%
SLB SLB LIMITED 0.1%
Value $517K Shares 13,464 Est. Cost $29.46 Unrealized +22.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $517K Shares 5,419 Est. Cost $47.37 Unrealized +107.0%
ABBV ABBVIE INC 0.1%
Value $516K Shares 2,257 Est. Cost $215.84 Unrealized +5.4%
QCOM QUALCOMM INC 0.1%
Value $511K Shares 2,989 Est. Cost $169.74 Unrealized +0.6%
SPTM SPDR SERIES TRUST 0.1%
Value $510K Shares 6,186 Est. Cost $39.85 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $506K Shares 8,837 Est. Cost $56.98 Unrealized
ADBE ADOBE INC 0.1%
Value $499K Shares 1,426 Est. Cost $438.41 Unrealized -22.4%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $494K Shares 12,132 Est. Cost $42.06 Unrealized -3.7%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value $493K Shares 8,228 Est. Cost $60.03 Unrealized
T AT&T INC 0.1%
Value $492K Shares 19,804 Est. Cost $26.96 Unrealized -6.2%
GTLS CHART INDS INC 0.1%
Value $490K Shares 2,377 Est. Cost $170.12 Unrealized +19.1%
BAC BANK AMERICA CORP 0.1%
Value $475K Shares 8,645 Est. Cost $29.30 Unrealized +79.8%
CYBERARK SOFTWARE LTD 0.1%
Value $472K Shares 1,058 Est. Cost $296.76 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $463K Shares 3,531 Est. Cost $137.66 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value $461K Shares 2,363 Est. Cost $190.71 Unrealized +2.3%
EMR EMERSON ELEC CO 0.1%
Value $459K Shares 3,457 Est. Cost $115.02 Unrealized +15.1%
IAU ISHARES GOLD TR 0.1%
Value $458K Shares 5,640 Est. Cost $51.02 Unrealized
FTNT FORTINET INC 0.1%
Value $454K Shares 5,721 Est. Cost $89.32 Unrealized -7.1%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value $453K Shares 887 Est. Cost $430.37 Unrealized +22.4%
PSTG PURE STORAGE INC 0.1%
Value $451K Shares 6,728 Est. Cost $56.59 Unrealized +47.6%
ETN EATON CORP PLC 0.1%
Value $445K Shares 1,398 Est. Cost $252.62 Unrealized +40.3%
TBLL INVESCO EXCH TRADED FD TR II 0.1%
Value $438K Shares 4,150 Est. Cost $105.65 Unrealized
AN AUTONATION INC 0.1%
Value $436K Shares 2,113 Est. Cost $174.46 Unrealized +19.2%
FDIS FIDELITY COVINGTON TRUST 0.1%
Value $431K Shares 4,216 Est. Cost $73.00 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $430K Shares 2,332 Est. Cost $201.75 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value $428K Shares 1,594 Est. Cost $298.17 Unrealized -14.8%
FTC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value $419K Shares 2,623 Est. Cost $87.71 Unrealized
EEM ISHARES TR 0.1%
Value $408K Shares 7,458 Est. Cost $53.64 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $403K Shares 535 Est. Cost $663.28 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value $397K Shares 1,828 Est. Cost $208.05 Unrealized +2.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $389K Shares 1,818 Est. Cost $224.60 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $375K Shares 1,314 Est. Cost $229.35 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.1%
Value $365K Shares 4,838 Est. Cost $58.93 Unrealized
TGT TARGET CORP 0.1%
Value $364K Shares 3,722 Est. Cost $91.63 Unrealized 0.0%
CSCO CISCO SYS INC 0.1%
Value $361K Shares 4,686 Est. Cost $44.63 Unrealized +65.4%
CFG CITIZENS FINL GROUP INC 0.1%
Value $353K Shares 6,039 Est. Cost $30.49 Unrealized +75.8%
MET METLIFE INC 0.1%
Value $350K Shares 4,436 Est. Cost $51.34 Unrealized +53.7%
MCD MCDONALDS CORP 0.1%
Value $348K Shares 1,138 Est. Cost $255.19 Unrealized +19.6%
FIDU FIDELITY COVINGTON TRUST 0.1%
Value $344K Shares 4,175 Est. Cost $49.95 Unrealized
TJX TJX COS INC NEW 0.1%
Value $335K Shares 2,184 Est. Cost $62.72 Unrealized +135.5%
ORCL ORACLE CORP 0.1%
Value $325K Shares 1,666 Est. Cost $238.05 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value $314K Shares 2,185 Est. Cost $153.55 Unrealized -5.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value $313K Shares 1,078 Est. Cost $265.92 Unrealized +5.5%
FCX FREEPORT-MCMORAN INC 0.1%
Value $301K Shares 5,925 Est. Cost $37.95 Unrealized +14.1%
BXMT BLACKSTONE MTG TR INC 0.1%
Value $293K Shares 15,291 Est. Cost $18.41 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $292K Shares 2,430 Est. Cost $109.70 Unrealized +5.3%
ITOT ISHARES TR 0.1%
Value $292K Shares 1,965 Est. Cost $105.23 Unrealized
VBND ETF SER SOLUTIONS 0.1%
Value $292K Shares 6,608 Est. Cost $44.26 Unrealized
IWD ISHARES TR 0.1%
Value $291K Shares 1,383 Est. Cost $194.23 Unrealized
EXE EXPAND ENERGY CORPORATION 0.1%
Value $287K Shares 2,604 Est. Cost $99.11 Unrealized +11.6%
IVV ISHARES TR 0.1%
Value $287K Shares 418 Est. Cost $669.30 Unrealized
EOG EOG RES INC 0.1%
Value $281K Shares 2,679 Est. Cost $115.35 Unrealized -7.0%
ET ENERGY TRANSFER L P 0.1%
Value $279K Shares 16,948 Est. Cost $17.16 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value $267K Shares 3,305 Est. Cost $75.76 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.1%
Value $260K Shares 776 Est. Cost $328.05 Unrealized
LAD LITHIA MTRS INC 0.1%
Value $259K Shares 780 Est. Cost $322.59 Unrealized -1.6%
AEE AMEREN CORP 0.1%
Value $259K Shares 2,592 Est. Cost $93.72 Unrealized +8.8%
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value $257K Shares 578 Est. Cost $396.54 Unrealized
GOOG ALPHABET INC 0.1%
Value $257K Shares 818 Est. Cost $286.33 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value $254K Shares 9,245 Est. Cost $26.97 Unrealized -0.2%
ALLE ALLEGION PLC 0.1%
Value $253K Shares 1,586 Est. Cost $166.68 Unrealized 0.0%
EWG ISHARES INC 0.1%
Value $250K Shares 5,891 Est. Cost $41.61 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $250K Shares 970 Est. Cost $240.28 Unrealized
IWL ISHARES TR 0.1%
Value $250K Shares 1,466 Est. Cost $153.12 Unrealized
IGIB ISHARES TR 0.1%
Value $249K Shares 4,625 Est. Cost $54.09 Unrealized
RKLB ROCKET LAB CORP 0.1%
Value $247K Shares 3,546 Est. Cost $57.32 Unrealized 0.0%
SUN SUNOCO LP/SUNOCO FIN CORP 0.1%
Value $247K Shares 4,711 Est. Cost $56.54 Unrealized
ITB ISHARES TR 0.1%
Value $243K Shares 2,525 Est. Cost $101.74 Unrealized
MP MP MATERIALS CORP 0.1%
Value $242K Shares 4,800 Est. Cost $63.41 Unrealized 0.0%
WRB BERKLEY W R CORP 0.1%
Value $241K Shares 3,431 Est. Cost $70.00 Unrealized +3.9%
FS SPECIALTY LENDING FD 0.1%
Value $240K Shares 16,986 Est. Cost $14.14 Unrealized
BITO PROSHARES TR 0.0%
Value $237K Shares 19,454 Est. Cost $12.16 Unrealized
PSK SPDR SERIES TRUST 0.0%
Value $233K Shares 7,368 Est. Cost $33.07 Unrealized
ATR APTARGROUP INC 0.0%
Value $233K Shares 1,913 Est. Cost $122.95 Unrealized 0.0%
DVYE ISHARES INC 0.0%
Value $230K Shares 7,395 Est. Cost $31.16 Unrealized
DVY ISHARES TR 0.0%
Value $228K Shares 1,619 Est. Cost $142.10 Unrealized
KO COCA COLA CO 0.0%
Value $227K Shares 3,253 Est. Cost $67.92 Unrealized +2.2%
BITW BITWISE 10 CRYPTO INDEX ETF 0.0%
Value $226K Shares 3,849 Est. Cost $58.76 Unrealized
RTX RTX CORPORATION 0.0%
Value $225K Shares 1,225 Est. Cost $154.28 Unrealized +12.3%
SJNK SPDR SERIES TRUST 0.0%
Value $216K Shares 8,539 Est. Cost $25.60 Unrealized
IWM ISHARES TR 0.0%
Value $216K Shares 878 Est. Cost $241.96 Unrealized
HSY HERSHEY CO 0.0%
Value $214K Shares 1,177 Est. Cost $179.65 Unrealized +1.4%
IVE ISHARES TR 0.0%
Value $214K Shares 1,009 Est. Cost $206.51 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.0%
Value $211K Shares 5,491 Est. Cost $38.22 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value $211K Shares 1,199 Est. Cost $195.67 Unrealized -7.9%
VBR VANGUARD INDEX FDS 0.0%
Value $209K Shares 988 Est. Cost $208.71 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value $209K Shares 8,576 Est. Cost $24.70 Unrealized
PIMCO DYNAMIC INCOME OPRNTS 0.0%
Value $208K Shares 15,000 Est. Cost $18.58 Unrealized
GNTX GENTEX CORP 0.0%
Value $206K Shares 8,847 Est. Cost $26.57 Unrealized -9.3%
LNT ALLIANT ENERGY CORP 0.0%
Value $206K Shares 3,163 Est. Cost $63.88 Unrealized +4.6%
VUG VANGUARD INDEX FDS 0.0%
Value $204K Shares 419 Est. Cost $479.61 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $202K Shares 2,414 Est. Cost $83.61 Unrealized
PBI PITNEY BOWES INC 0.0%
Value $201K Shares 19,022 Est. Cost $4.13 Unrealized +151.0%
STWD STARWOOD PPTY TR INC 0.0%
Value $197K Shares 10,962 Est. Cost $19.37 Unrealized
PRPL PURPLE INNOVATION INC 0.0%
Value $190K Shares 275,613 Est. Cost $1.39 Unrealized -42.8%
FTRI FIRST TR EXCHANGE TRADED FD 0.0%
Value $190K Shares 12,096 Est. Cost $14.23 Unrealized
RITM RITHM CAPITAL CORP 0.0%
Value $155K Shares 14,221 Est. Cost $11.39 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $125K Shares 23,615 Est. Cost $2.44 Unrealized