Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 17, 2024

Total Value ($000): $371,916 (100.0% shares, 0.0% debt)

Holdings (387)

IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 12.3%
Value ($000) $45,805 Shares 646,599 Est. Cost $10.54 Unrealized
SPY SPDR S&P 500 ETF TRUST 11.8%
Value ($000) $43,909 Shares 83,053 Est. Cost $389.85 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 10.2%
Value ($000) $37,896 Shares 83,843 Est. Cost $330.04 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 9.7%
Value ($000) $36,130 Shares 388,458 Est. Cost $77.73 Unrealized
MSFT MICROSOFT CORP COM 6.3%
Value ($000) $23,467 Shares 55,743 Est. Cost $264.02 Unrealized +51.2%
NVDA NVIDIA CORPORATION COM 6.0%
Value ($000) $22,185 Shares 23,511 Est. Cost $26.57 Unrealized +172.7%
AAPL APPLE INC COM 5.1%
Value ($000) $18,942 Shares 99,777 Est. Cost $153.67 Unrealized +17.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 4.6%
Value ($000) $17,248 Shares 230,774 Est. Cost $0.05 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 4.1%
Value ($000) $15,304 Shares 229,580 Est. Cost $97.51 Unrealized
COST COSTCO WHSL CORP NEW COM 3.6%
Value ($000) $13,249 Shares 16,706 Est. Cost $521.63 Unrealized +35.5%
AMZN AMAZON COM INC COM 3.5%
Value ($000) $13,021 Shares 70,908 Est. Cost $133.38 Unrealized +25.1%
SMH VANECK SEMICONDUCTOR ETF 3.4%
Value ($000) $12,612 Shares 54,314 Est. Cost $153.40 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 2.9%
Value ($000) $10,617 Shares 72,701 Est. Cost $119.76 Unrealized
SCHW SCHWAB CHARLES CORP COM 2.8%
Value ($000) $10,261 Shares 131,482 Est. Cost $64.11 Unrealized +0.2%
DE DEERE & CO COM 2.2%
Value ($000) $8,142 Shares 20,642 Est. Cost $373.30 Unrealized -0.2%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,756 Shares 10,008 Est. Cost $112.57 Unrealized +27.3%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,632 Shares 8,061 Est. Cost $111.69 Unrealized +55.4%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.4%
Value ($000) $1,422 Shares 15,774 Est. Cost $77.87 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $1,370 Shares 8,505 Est. Cost $106.58 Unrealized +30.4%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $1,329 Shares 2,550 Est. Cost $349.46 Unrealized +39.9%
V VISA INC COM CL A 0.3%
Value ($000) $1,221 Shares 4,364 Est. Cost $200.53 Unrealized +35.8%
HD HOME DEPOT INC COM 0.3%
Value ($000) $1,036 Shares 3,023 Est. Cost $261.56 Unrealized +33.3%
NFLX NETFLIX INC COM 0.3%
Value ($000) $942 Shares 1,543 Est. Cost $53.62 Unrealized +5.1%
META META PLATFORMS INC CL A 0.2%
Value ($000) $906 Shares 1,915 Est. Cost $280.25 Unrealized +58.1%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $850 Shares 5,066 Est. Cost $123.48 Unrealized +21.4%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $807 Shares 4,633 Est. Cost $111.19 Unrealized +27.7%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $721 Shares 2,821 Est. Cost $108.33 Unrealized +118.2%
CRM SALESFORCE INC COM 0.2%
Value ($000) $716 Shares 2,515 Est. Cost $192.18 Unrealized +48.4%
NOW SERVICENOW INC COM 0.2%
Value ($000) $710 Shares 937 Est. Cost $128.95 Unrealized +17.5%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $683 Shares 5,469 Est. Cost $92.87 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $675 Shares 5,282 Est. Cost $54.76 Unrealized +116.8%
WDAY WORKDAY INC CL A 0.2%
Value ($000) $661 Shares 2,577 Est. Cost $213.02 Unrealized +33.6%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $657 Shares 2,723 Est. Cost $103.86 Unrealized +95.4%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $626 Shares 2,290 Est. Cost $196.58 Unrealized +41.4%
MAR MARRIOTT INTL INC NEW CL A 0.2%
Value ($000) $601 Shares 2,517 Est. Cost $145.74 Unrealized +63.1%
FDX FEDEX CORP COM 0.2%
Value ($000) $588 Shares 2,273 Est. Cost $251.15 Unrealized -4.5%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $583 Shares 1,661 Est. Cost $181.59 Unrealized +71.3%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $564 Shares 1,213 Est. Cost $327.54 Unrealized +27.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $543 Shares 3,373 Est. Cost $62.95 Unrealized +84.9%
ADBE ADOBE INC COM 0.1%
Value ($000) $542 Shares 1,122 Est. Cost $487.94 Unrealized +17.5%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $531 Shares 3,443 Est. Cost $130.32 Unrealized +15.3%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $516 Shares 2,650 Est. Cost $86.71 Unrealized +77.3%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $514 Shares 2,661 Est. Cost $122.64 Unrealized +21.1%
AVGO BROADCOM INC COM 0.1%
Value ($000) $510 Shares 362 Est. Cost $58.46 Unrealized +107.4%
MRK MERCK & CO INC COM 0.1%
Value ($000) $502 Shares 3,836 Est. Cost $67.66 Unrealized +71.1%
BLACKROCK INC COM 0.1%
Value ($000) $495 Shares 613 Est. Cost $756.94 Unrealized
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.1%
Value ($000) $475 Shares 10,000 Est. Cost $52.31 Unrealized -35.9%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $470 Shares 9,716 Est. Cost $37.85 Unrealized +24.8%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $446 Shares 3,782 Est. Cost $39.71 Unrealized +147.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $397 Shares 3,963 Est. Cost $89.67 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $393 Shares 5,137 Est. Cost $66.44 Unrealized -16.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $390 Shares 124 Est. Cost $41.04 Unrealized +24.6%
KO COCA COLA CO COM 0.1%
Value ($000) $387 Shares 6,118 Est. Cost $45.26 Unrealized +25.3%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $370 Shares 2,444 Est. Cost $95.09 Unrealized +64.8%
CSX CSX CORP COM 0.1%
Value ($000) $360 Shares 10,624 Est. Cost $29.07 Unrealized +22.0%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $353 Shares 881 Est. Cost $375.87 Unrealized +37.4%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $349 Shares 873 Est. Cost $320.87 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $348 Shares 1,685 Est. Cost $168.21 Unrealized +7.5%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $344 Shares 1,018 Est. Cost $372.77 Unrealized +24.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $330 Shares 800 Est. Cost $285.41 Unrealized +37.8%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $327 Shares 1,882 Est. Cost $204.14 Unrealized -16.6%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $320 Shares 8,169 Est. Cost $23.78 Unrealized +37.9%
LAM RESEARCH CORP COM 0.1%
Value ($000) $320 Shares 339 Est. Cost $769.96 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $313 Shares 5,410 Est. Cost $51.77 Unrealized +52.6%
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $288 Shares 3,220 Est. Cost $108.15 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $281 Shares 3,923 Est. Cost $52.15 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.1%
Value ($000) $281 Shares 13,616 Est. Cost $18.15 Unrealized
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $271 Shares 2,101 Est. Cost $125.41 Unrealized +8.4%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $259 Shares 558 Est. Cost $216.09 Unrealized +72.3%
LOW LOWES COS INC COM 0.1%
Value ($000) $251 Shares 1,079 Est. Cost $196.71 Unrealized +12.9%
VLO VALERO ENERGY CORP COM 0.1%
Value ($000) $251 Shares 1,580 Est. Cost $57.55 Unrealized +135.8%
ABBV ABBVIE INC COM 0.1%
Value ($000) $242 Shares 1,471 Est. Cost $97.28 Unrealized +66.5%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $239 Shares 3,204 Est. Cost $44.24 Unrealized +45.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $237 Shares 4,250 Est. Cost $59.23 Unrealized -9.9%
DIS DISNEY WALT CO COM 0.1%
Value ($000) $223 Shares 2,157 Est. Cost $144.73 Unrealized -29.3%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $206 Shares 4,231 Est. Cost $69.24 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $200 Shares 1,151 Est. Cost $194.15 Unrealized -5.5%
ARW ARROW ELECTRS INC COM 0.1%
Value ($000) $187 Shares 1,441 Est. Cost $115.60 Unrealized +1.3%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $174 Shares 320 Est. Cost $362.34 Unrealized +33.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $169 Shares 1,234 Est. Cost $175.10 Unrealized -20.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $167 Shares 2,330 Est. Cost $203.59 Unrealized -64.5%
RTX RTX CORPORATION COM 0.0%
Value ($000) $162 Shares 1,557 Est. Cost $77.51 Unrealized +12.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $158 Shares 935 Est. Cost $113.56 Unrealized +52.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $150 Shares 1,229 Est. Cost $84.61 Unrealized +32.8%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $150 Shares 3,664 Est. Cost $28.09 Unrealized +17.4%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $139 Shares 838 Est. Cost $133.68 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $133 Shares 4,633 Est. Cost $24.58 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $127 Shares 575 Est. Cost $306.09 Unrealized -17.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $124 Shares 3,150 Est. Cost $43.48 Unrealized -6.6%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $123 Shares 1,717 Est. Cost $62.08 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $121 Shares 1,482 Est. Cost $81.19 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $118 Shares 1,531 Est. Cost $60.10 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $115 Shares 216 Est. Cost $477.42 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $113 Shares 260 Est. Cost $245.17 Unrealized +59.4%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $111 Shares 502 Est. Cost $207.74 Unrealized -2.6%
ABT ABBOTT LABS COM 0.0%
Value ($000) $109 Shares 1,042 Est. Cost $100.58 Unrealized +10.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $109 Shares 330 Est. Cost $149.24 Unrealized +79.3%
TSLA TESLA INC COM 0.0%
Value ($000) $109 Shares 623 Est. Cost $251.63 Unrealized -22.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $106 Shares 226 Est. Cost $389.47 Unrealized +14.5%
NKE NIKE INC CL B 0.0%
Value ($000) $102 Shares 1,113 Est. Cost $128.07 Unrealized -23.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $92 Shares 894 Est. Cost $87.17 Unrealized +1.5%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $87 Shares 417 Est. Cost $148.70 Unrealized +30.0%
AFL AFLAC INC COM 0.0%
Value ($000) $87 Shares 996 Est. Cost $49.44 Unrealized +59.3%
PEP PEPSICO INC COM 0.0%
Value ($000) $86 Shares 468 Est. Cost $140.75 Unrealized +11.7%
F FORD MTR CO DEL COM 0.0%
Value ($000) $84 Shares 6,790 Est. Cost $10.64 Unrealized +0.5%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $82 Shares 2,588 Est. Cost $30.38 Unrealized -1.3%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $81 Shares 233 Est. Cost $320.83 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $81 Shares 1,549 Est. Cost $35.73 Unrealized +13.2%
AMGN AMGEN INC COM 0.0%
Value ($000) $81 Shares 256 Est. Cost $200.25 Unrealized +37.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $79 Shares 285 Est. Cost $35.98 Unrealized +28.7%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $74 Shares 910 Est. Cost $71.08 Unrealized +16.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $74 Shares 1,077 Est. Cost $60.65 Unrealized -6.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $71 Shares 230 Est. Cost $305.51 Unrealized +16.1%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $70 Shares 927 Est. Cost $72.59 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $70 Shares 701 Est. Cost $80.56 Unrealized +3.3%
RY ROYAL BK CDA COM 0.0%
Value ($000) $69 Shares 649 Est. Cost $101.90 Unrealized -3.2%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $67 Shares 1,449 Est. Cost $34.24 Unrealized +4.3%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $64 Shares 480 Est. Cost $102.49 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $62 Shares 320 Est. Cost $167.50 Unrealized -5.7%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $62 Shares 1,085 Est. Cost $78.08 Unrealized -9.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $61 Shares 292 Est. Cost $237.93 Unrealized
T AT&T INC COM 0.0%
Value ($000) $61 Shares 3,497 Est. Cost $15.54 Unrealized +0.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $60 Shares 209 Est. Cost $211.48 Unrealized +17.1%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $59 Shares 898 Est. Cost $52.87 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $56 Shares 869 Est. Cost $50.28 Unrealized +4.5%
BA BOEING CO COM 0.0%
Value ($000) $55 Shares 301 Est. Cost $196.91 Unrealized +4.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $54 Shares 567 Est. Cost $112.23 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $51 Shares 263 Est. Cost $247.95 Unrealized -24.9%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $49 Shares 2,588 Est. Cost $16.07 Unrealized +10.5%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $49 Shares 639 Est. Cost $72.32 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $46 Shares 434 Est. Cost $56.27 Unrealized +79.1%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $46 Shares 2,902 Est. Cost $12.59 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $46 Shares 252 Est. Cost $390.57 Unrealized -51.7%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $45 Shares 490 Est. Cost $91.64 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $44 Shares 295 Est. Cost $104.95 Unrealized +26.9%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $43 Shares 266 Est. Cost $148.08 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $43 Shares 1,526 Est. Cost $45.80 Unrealized -35.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $42 Shares 162 Est. Cost $246.79 Unrealized -5.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $41 Shares 1,142 Est. Cost $30.70 Unrealized +6.9%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $40 Shares 468 Est. Cost $82.97 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $40 Shares 1,955 Est. Cost $19.16 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $40 Shares 257 Est. Cost $111.42 Unrealized +23.4%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $38 Shares 499 Est. Cost $104.65 Unrealized -15.3%
DOW DOW INC COM 0.0%
Value ($000) $37 Shares 637 Est. Cost $47.06 Unrealized +4.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $35 Shares 1,032 Est. Cost $39.48 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $33 Shares 739 Est. Cost $41.98 Unrealized -1.8%
INTC INTEL CORP COM 0.0%
Value ($000) $32 Shares 1,012 Est. Cost $48.35 Unrealized -8.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $32 Shares 228 Est. Cost $95.35 Unrealized +35.0%
WMT WALMART INC COM 0.0%
Value ($000) $32 Shares 503 Est. Cost $54.58 Unrealized +2.7%
KEY KEYCORP COM 0.0%
Value ($000) $32 Shares 2,083 Est. Cost $14.75 Unrealized -10.7%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $31 Shares 937 Est. Cost $33.54 Unrealized
TRMD TORM PLC SHS CL A 0.0%
Value ($000) $30 Shares 800 Est. Cost $17.75 Unrealized +45.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $30 Shares 114 Est. Cost $313.20 Unrealized
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $30 Shares 626 Est. Cost $47.51 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $30 Shares 185 Est. Cost $112.71 Unrealized +55.1%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $30 Shares 296 Est. Cost $73.54 Unrealized +14.4%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $29 Shares 64 Est. Cost $358.17 Unrealized +26.4%
MMM 3M CO COM 0.0%
Value ($000) $29 Shares 279 Est. Cost $131.22 Unrealized -39.6%
BALL BALL CORP COM 0.0%
Value ($000) $28 Shares 405 Est. Cost $83.70 Unrealized -29.3%
MET METLIFE INC COM 0.0%
Value ($000) $28 Shares 381 Est. Cost $53.47 Unrealized +23.5%
KR KROGER CO COM 0.0%
Value ($000) $28 Shares 505 Est. Cost $38.24 Unrealized +23.8%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $27 Shares 230 Est. Cost $173.96 Unrealized -41.5%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $27 Shares 627 Est. Cost $41.92 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $26 Shares 406 Est. Cost $99.85 Unrealized -38.7%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $26 Shares 1,298 Est. Cost $12.02 Unrealized +23.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $26 Shares 98 Est. Cost $243.34 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $25 Shares 2,575 Est. Cost $8.26 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $25 Shares 628 Est. Cost $37.89 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $24 Shares 683 Est. Cost $35.22 Unrealized -13.5%
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $23 Shares 223 Est. Cost $104.15 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $23 Shares 616 Est. Cost $33.91 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $22 Shares 66 Est. Cost $209.43 Unrealized +46.2%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $22 Shares 394 Est. Cost $46.26 Unrealized -7.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $21 Shares 170 Est. Cost $122.00 Unrealized
SSO PROSHARES ULTRA S&P 500 0.0%
Value ($000) $21 Shares 263 Est. Cost $78.18 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $20 Shares 222 Est. Cost $212.15 Unrealized -47.5%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $20 Shares 170 Est. Cost $83.69 Unrealized +17.8%
IEUS ISHARES MSCI EUROPE SMALL-CAP ETF 0.0%
Value ($000) $20 Shares 342 Est. Cost $71.47 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $19 Shares 78 Est. Cost $249.21 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $19 Shares 2,503 Est. Cost $14.43 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $19 Shares 482 Est. Cost $41.88 Unrealized -14.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $19 Shares 254 Est. Cost $68.78 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $19 Shares 488 Est. Cost $46.14 Unrealized -21.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $19 Shares 223 Est. Cost $83.88 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $18 Shares 154 Est. Cost $80.41 Unrealized +33.8%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $18 Shares 354 Est. Cost $38.40 Unrealized +2.6%
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $18 Shares 765 Est. Cost $24.02 Unrealized
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.0%
Value ($000) $18 Shares 241 Est. Cost $73.29 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $18 Shares 610 Est. Cost $36.66 Unrealized -32.8%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $17 Shares 128 Est. Cost $59.14 Unrealized +84.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $17 Shares 148 Est. Cost $89.51 Unrealized +11.0%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $16 Shares 1,620 Est. Cost $34.92 Unrealized -58.7%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $16 Shares 62 Est. Cost $290.67 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $16 Shares 63 Est. Cost $202.39 Unrealized +16.4%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $16 Shares 2,467 Est. Cost $9.30 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $15 Shares 203 Est. Cost $75.71 Unrealized -1.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $15 Shares 101 Est. Cost $122.32 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $15 Shares 255 Est. Cost $60.27 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $15 Shares 501 Est. Cost $36.12 Unrealized -18.9%
INTU INTUIT COM 0.0%
Value ($000) $15 Shares 23 Est. Cost $567.91 Unrealized +11.2%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 102 Est. Cost $93.53 Unrealized +24.9%
NEM NEWMONT CORP COM 0.0%
Value ($000) $15 Shares 350 Est. Cost $51.12 Unrealized -35.2%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $15 Shares 308 Est. Cost $26.00 Unrealized +84.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $15 Shares 103 Est. Cost $79.49 Unrealized +54.4%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $15 Shares 273 Est. Cost $51.23 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $15 Shares 97 Est. Cost $77.51 Unrealized +80.3%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $14 Shares 417 Est. Cost $34.64 Unrealized
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value ($000) $14 Shares 289 Est. Cost $49.54 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $14 Shares 257 Est. Cost $98.24 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $14 Shares 99 Est. Cost $95.86 Unrealized +20.3%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $14 Shares 48 Est. Cost $343.94 Unrealized -3.0%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $13 Shares 165 Est. Cost $38.98 Unrealized +74.5%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $191.52 Unrealized +16.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $13 Shares 219 Est. Cost $41.21 Unrealized +21.6%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $13 Shares 4,301 Est. Cost $6.58 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $13 Shares 266 Est. Cost $57.14 Unrealized -25.9%
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $13 Shares 446 Est. Cost $23.83 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $12 Shares 144 Est. Cost $83.33 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $12 Shares 16 Est. Cost $438.43 Unrealized +60.2%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $12 Shares 528 Est. Cost $22.83 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 127 Est. Cost $61.73 Unrealized
RLY SPDR SSGA MULTI-ASSET REAL RETURN ETF 0.0%
Value ($000) $12 Shares 406 Est. Cost $28.77 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $12 Shares 376 Est. Cost $28.04 Unrealized
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value ($000) $12 Shares 798 Est. Cost $15.52 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $11 Shares 23 Est. Cost $398.28 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $11 Shares 1,009 Est. Cost $10.02 Unrealized
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value ($000) $11 Shares 276 Est. Cost $40.23 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $11 Shares 111 Est. Cost $93.46 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $11 Shares 243 Est. Cost $38.43 Unrealized +0.0%
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $11 Shares 182 Est. Cost $58.02 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $10 Shares 493 Est. Cost $32.39 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 92 Est. Cost $110.70 Unrealized
TNET TRINET GROUP INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $83.49 Unrealized +41.6%
COR CENCORA INC COM 0.0%
Value ($000) $10 Shares 46 Est. Cost $226.42 Unrealized 0.0%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 109 Est. Cost $103.77 Unrealized
SKYX SKYX PLATFORMS CORP COM 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.44 Unrealized 0.0%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $10 Shares 449 Est. Cost $18.38 Unrealized +16.5%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $10 Shares 259 Est. Cost $36.44 Unrealized -6.4%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.75 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 143 Est. Cost $53.53 Unrealized +34.1%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $55.80 Unrealized -8.9%
HSY HERSHEY CO COM 0.0%
Value ($000) $9 Shares 44 Est. Cost $161.65 Unrealized +12.6%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $9 Shares 111 Est. Cost $90.09 Unrealized
LUCID GROUP INC COM 0.0%
Value ($000) $9 Shares 3,100 Est. Cost $2.88 Unrealized
OMFS INVESCO RUSSELL 2000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $9 Shares 236 Est. Cost $37.76 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $9 Shares 484 Est. Cost $13.43 Unrealized +14.8%
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $9 Shares 455 Est. Cost $12.14 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $9 Shares 1,401 Est. Cost $4.95 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $9 Shares 68 Est. Cost $103.31 Unrealized +11.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $8 Shares 102 Est. Cost $69.31 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 70 Est. Cost $116.90 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $8 Shares 79 Est. Cost $80.40 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $8 Shares 153 Est. Cost $50.92 Unrealized
EQUITY COMWLTH 6.5 CNV PFD D 0.0%
Value ($000) $8 Shares 310 Est. Cost $26.61 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $7 Shares 135 Est. Cost $48.76 Unrealized 0.0%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $7 Shares 344 Est. Cost $20.02 Unrealized
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.0%
Value ($000) $7 Shares 427 Est. Cost $15.53 Unrealized
FLIA FRANKLIN INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $7 Shares 328 Est. Cost $20.19 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $7 Shares 40 Est. Cost $184.81 Unrealized 0.0%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $7 Shares 33 Est. Cost $199.58 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $7 Shares 63 Est. Cost $135.57 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $226.99 Unrealized +32.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $6 Shares 103 Est. Cost $60.06 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $6 Shares 88 Est. Cost $53.93 Unrealized +12.3%
CION CION INVT CORP COM 0.0%
Value ($000) $6 Shares 499 Est. Cost $6.03 Unrealized +36.6%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 59 Est. Cost $104.35 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 54 Est. Cost $111.19 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $195.24 Unrealized +116.5%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $225.66 Unrealized 0.0%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 64 Est. Cost $92.31 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $6 Shares 30 Est. Cost $162.43 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $5 Shares 42 Est. Cost $71.72 Unrealized +25.3%
MARATHON OIL CORP COM 0.0%
Value ($000) $5 Shares 201 Est. Cost $25.00 Unrealized
PROSHARES SHORT S&P500 0.0%
Value ($000) $5 Shares 434 Est. Cost $14.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $5 Shares 113 Est. Cost $54.60 Unrealized -15.5%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $5 Shares 35 Est. Cost $105.25 Unrealized +25.3%
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $5 Shares 666 Est. Cost $4.48 Unrealized +50.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $5 Shares 5 Est. Cost $945.64 Unrealized 0.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $105.76 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $5 Shares 86 Est. Cost $56.28 Unrealized -24.2%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $4 Shares 300 Est. Cost $14.52 Unrealized +12.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $4 Shares 200 Est. Cost $21.31 Unrealized 0.0%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $4 Shares 90 Est. Cost $66.67 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $130.28 Unrealized +38.5%
FNDX SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $63.49 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $4 Shares 69 Est. Cost $74.85 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $51.47 Unrealized -26.2%
HPQ HP INC COM 0.0%
Value ($000) $4 Shares 130 Est. Cost $27.31 Unrealized 0.0%
TFII TFI INTL INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $143.03 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $262.61 Unrealized -8.0%
FLCB FRANKLIN U.S CORE BOND ETF 0.0%
Value ($000) $4 Shares 173 Est. Cost $21.09 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $4 Shares 1,200 Est. Cost $1.95 Unrealized +9.7%
SNA SNAP ON INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $269.89 Unrealized 0.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $4 Shares 134 Est. Cost $26.98 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $4 Shares 6 Est. Cost $528.90 Unrealized +5.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 423 Est. Cost $17.47 Unrealized -44.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $273.57 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $3 Shares 84 Est. Cost $33.76 Unrealized
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $185.39 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $259.08 Unrealized -9.6%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $3 Shares 21 Est. Cost $160.29 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $86.45 Unrealized +53.2%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $657.62 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $68.06 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $48.82 Unrealized -0.4%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $101.05 Unrealized 0.0%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $3 Shares 200 Est. Cost $9.57 Unrealized +22.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $234.26 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $3 Shares 32 Est. Cost $112.15 Unrealized -28.1%
FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $62.50 Unrealized
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $3 Shares 553 Est. Cost $4.75 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $3 Shares 180 Est. Cost $14.19 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $54.03 Unrealized +1.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 127 Est. Cost $13.51 Unrealized +18.3%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $2 Shares 69 Est. Cost $35.67 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.96 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 86 Est. Cost $21.59 Unrealized -1.5%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.21 Unrealized 0.0%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $2 Shares 196 Est. Cost $16.62 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $177.23 Unrealized 0.0%
UDR UDR INC COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $44.42 Unrealized -23.2%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $2 Shares 88 Est. Cost $24.90 Unrealized -22.2%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $2 Shares 138 Est. Cost $13.46 Unrealized 0.0%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.47 Unrealized +7.3%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $2 Shares 20 Est. Cost $98.11 Unrealized -10.1%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $2 Shares 81 Est. Cost $25.31 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $94.47 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $2 Shares 103 Est. Cost $29.86 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $2 Shares 39 Est. Cost $52.08 Unrealized 0.0%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $2 Shares 84 Est. Cost $60.70 Unrealized -59.6%
TGT TARGET CORP COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $169.68 Unrealized -16.3%
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $2 Shares 1,499 Est. Cost $5.02 Unrealized -66.6%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $257.95 Unrealized +28.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $2 Shares 11 Est. Cost $162.54 Unrealized -16.1%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 74 Est. Cost $22.84 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $2 Shares 127 Est. Cost $48.04 Unrealized -66.5%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $114.88 Unrealized +37.7%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $2 Shares 128 Est. Cost $17.74 Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.10 Unrealized -11.6%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $90.89 Unrealized -72.7%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 26 Est. Cost $125.59 Unrealized -43.0%
RH RH COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $573.44 Unrealized -52.5%
TILRAY BRANDS INC COM 0.0%
Value ($000) $1 Shares 671 Est. Cost $2.06 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $1 Shares 22 Est. Cost $65.33 Unrealized -21.4%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.41 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $28.36 Unrealized +0.6%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 42 Est. Cost $29.00 Unrealized
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $84.16 Unrealized -94.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.18 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.24 Unrealized +22.7%
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $26.50 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 33 Est. Cost $25.79 Unrealized -38.5%
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $1 Shares 990 Est. Cost $2.10 Unrealized -59.4%
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 399 Est. Cost $6.97 Unrealized -51.6%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.44 Unrealized +0.5%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $119.52 Unrealized -84.8%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $45.58 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $3.72 Unrealized -13.4%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 40 Est. Cost $5.96 Unrealized -27.5%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.50 Unrealized +18.0%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 210 Est. Cost $10.11 Unrealized -73.6%
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $12.00 Unrealized
NUVEI CORPORATION SUB VTG SHS 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.70 Unrealized
ENFY CHINA GREEN AGRICULTURE INC COM NEW 0.0%
Value ($000) $0 Shares 121 Est. Cost $7.99 Unrealized -66.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $120.82 Unrealized
VIRTUS CONVERTIBLE & INC FD II COM 0.0%
Value ($000) $0 Shares 90 Est. Cost $2.88 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $3.96 Unrealized 0.0%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $103.60 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 142 Est. Cost $11.31 Unrealized -86.2%
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.32 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.70 Unrealized 0.0%
PSFE PAYSAFE LIMITED SHS 0.0%
Value ($000) $0 Shares 9 Est. Cost $12.17 Unrealized +14.9%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.81 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.21 Unrealized 0.0%
VVOS VIVOS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 49 Est. Cost $8.58 Unrealized -30.3%
GWRS GLOBAL WTR RES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.85 Unrealized 0.0%
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.87 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.64 Unrealized +68.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $113.99 Unrealized +7.3%
TSPH TUSIMPLE HLDGS INC CL A 0.0%
Value ($000) $0 Shares 181 Est. Cost $11.05 Unrealized -95.9%
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.50 Unrealized
GLDG GOLDMINING INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.84 Unrealized 0.0%
CASIF CASI PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost $2.37 Unrealized +127.4%
INVITAE CORP COM 0.0%
Value ($000) $0 Shares 5,483 Est. Cost $2.99 Unrealized
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.25 Unrealized