Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 6, 2025

Total Value ($000): $437,465 (100.0% shares, 0.0% debt)

Holdings (405)

IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 13.1%
Value ($000) $57,325 Shares 662,789 Est. Cost $13.38 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 12.4%
Value ($000) $54,381 Shares 549,917 Est. Cost $83.17 Unrealized
SPY SPDR S&P 500 ETF TRUST 9.8%
Value ($000) $42,834 Shares 72,360 Est. Cost $389.85 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 8.7%
Value ($000) $37,867 Shares 73,021 Est. Cost $330.04 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 6.5%
Value ($000) $28,499 Shares 318,889 Est. Cost $29.22 Unrealized
NVDA NVIDIA CORPORATION COM 5.1%
Value ($000) $22,254 Shares 154,036 Est. Cost $92.88 Unrealized +48.3%
MSFT MICROSOFT CORP COM 5.0%
Value ($000) $21,957 Shares 51,864 Est. Cost $266.10 Unrealized +58.7%
AAPL APPLE INC COM 5.0%
Value ($000) $21,727 Shares 89,279 Est. Cost $155.22 Unrealized +51.1%
IYG ISHARES US FINANCIAL SERVICES ETF 4.7%
Value ($000) $20,518 Shares 261,636 Est. Cost $93.73 Unrealized
AMZN AMAZON COM INC COM 4.3%
Value ($000) $18,773 Shares 83,736 Est. Cost $141.79 Unrealized +44.3%
COST COSTCO WHSL CORP NEW COM 4.2%
Value ($000) $18,273 Shares 19,936 Est. Cost $567.44 Unrealized +62.6%
SMH VANECK SEMICONDUCTOR ETF 4.0%
Value ($000) $17,575 Shares 69,776 Est. Cost $181.48 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.4%
Value ($000) $14,671 Shares 105,578 Est. Cost $126.21 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 3.1%
Value ($000) $13,697 Shares 102,014 Est. Cost $134.27 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.6%
Value ($000) $2,542 Shares 34,148 Est. Cost $64.12 Unrealized +15.1%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $1,770 Shares 7,278 Est. Cost $114.48 Unrealized +99.2%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $1,425 Shares 15,445 Est. Cost $77.87 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,424 Shares 7,372 Est. Cost $115.82 Unrealized +51.7%
NFLX NETFLIX INC COM 0.3%
Value ($000) $1,366 Shares 1,550 Est. Cost $53.62 Unrealized +53.5%
AVGO BROADCOM INC COM 0.3%
Value ($000) $1,360 Shares 5,847 Est. Cost $161.16 Unrealized +13.5%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,285 Shares 8,694 Est. Cost $107.01 Unrealized +36.0%
V VISA INC COM CL A 0.3%
Value ($000) $1,195 Shares 3,794 Est. Cost $205.60 Unrealized +45.1%
META META PLATFORMS INC CL A 0.3%
Value ($000) $1,151 Shares 1,904 Est. Cost $280.25 Unrealized +108.6%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.3%
Value ($000) $1,120 Shares 16,715 Est. Cost $68.14 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,030 Shares 2,008 Est. Cost $349.46 Unrealized +58.2%
NOW SERVICENOW INC COM 0.2%
Value ($000) $996 Shares 928 Est. Cost $128.95 Unrealized +57.1%
BX BLACKSTONE INC COM 0.2%
Value ($000) $940 Shares 5,342 Est. Cost $54.76 Unrealized +208.2%
CRM SALESFORCE INC COM 0.2%
Value ($000) $842 Shares 2,530 Est. Cost $192.18 Unrealized +64.8%
HD HOME DEPOT INC COM 0.2%
Value ($000) $791 Shares 2,032 Est. Cost $265.40 Unrealized +49.7%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $784 Shares 4,746 Est. Cost $126.31 Unrealized +31.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $761 Shares 7,654 Est. Cost $94.67 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $721 Shares 3,759 Est. Cost $114.38 Unrealized +52.2%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $682 Shares 2,312 Est. Cost $197.67 Unrealized +46.8%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $652 Shares 2,577 Est. Cost $213.02 Unrealized +19.9%
BLK BLACKROCK INC COM 0.1%
Value ($000) $630 Shares 617 Est. Cost $840.24 Unrealized +17.9%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $601 Shares 1,247 Est. Cost $330.74 Unrealized +59.4%
DE DEERE & CO COM 0.1%
Value ($000) $584 Shares 1,383 Est. Cost $374.12 Unrealized +10.7%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $577 Shares 1,585 Est. Cost $181.59 Unrealized +110.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $555 Shares 1,832 Est. Cost $103.86 Unrealized +173.1%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $516 Shares 1,876 Est. Cost $145.74 Unrealized +86.3%
ADBE ADOBE INC COM 0.1%
Value ($000) $506 Shares 1,175 Est. Cost $490.06 Unrealized +1.0%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $494 Shares 2,650 Est. Cost $86.71 Unrealized +129.6%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $481 Shares 4,462 Est. Cost $50.51 Unrealized +122.4%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $475 Shares 2,764 Est. Cost $62.95 Unrealized +181.4%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $467 Shares 2,489 Est. Cost $95.09 Unrealized +71.0%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $462 Shares 2,625 Est. Cost $92.87 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $440 Shares 7,481 Est. Cost $37.85 Unrealized +46.3%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $425 Shares 2,691 Est. Cost $122.64 Unrealized +30.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $413 Shares 6,912 Est. Cost $61.56 Unrealized -2.1%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $382 Shares 5,302 Est. Cost $66.66 Unrealized +12.5%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $364 Shares 8,119 Est. Cost $24.24 Unrealized +76.7%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $362 Shares 2,511 Est. Cost $130.32 Unrealized +14.8%
CSX CSX CORP COM 0.1%
Value ($000) $343 Shares 10,607 Est. Cost $29.07 Unrealized +15.9%
KO COCA COLA CO COM 0.1%
Value ($000) $332 Shares 5,374 Est. Cost $45.26 Unrealized +39.4%
ABBV ABBVIE INC COM 0.1%
Value ($000) $312 Shares 1,721 Est. Cost $109.08 Unrealized +62.6%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $309 Shares 724 Est. Cost $320.87 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $302 Shares 521 Est. Cost $220.68 Unrealized +146.9%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $295 Shares 1,303 Est. Cost $169.08 Unrealized +20.4%
FDX FEDEX CORP COM 0.1%
Value ($000) $294 Shares 1,070 Est. Cost $251.51 Unrealized +8.0%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $291 Shares 3,204 Est. Cost $44.24 Unrealized +99.0%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $290 Shares 1,035 Est. Cost $108.33 Unrealized +165.9%
MRK MERCK & CO INC COM 0.1%
Value ($000) $287 Shares 2,892 Est. Cost $68.60 Unrealized +43.9%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $286 Shares 1,885 Est. Cost $204.14 Unrealized -14.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $278 Shares 614 Est. Cost $303.79 Unrealized +52.0%
LOW LOWES COS INC COM 0.1%
Value ($000) $276 Shares 1,111 Est. Cost $198.28 Unrealized +31.9%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $276 Shares 779 Est. Cost $133.68 Unrealized +133.3%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $275 Shares 4,119 Est. Cost $59.33 Unrealized +8.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $260 Shares 1,564 Est. Cost $98.85 Unrealized +77.9%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $257 Shares 3,981 Est. Cost $52.37 Unrealized
TSLA TESLA INC COM 0.1%
Value ($000) $250 Shares 608 Est. Cost $251.63 Unrealized +27.9%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $245 Shares 2,243 Est. Cost $51.77 Unrealized +87.9%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $230 Shares 4,056 Est. Cost $35.32 Unrealized +46.4%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.1%
Value ($000) $219 Shares 8,350 Est. Cost $48.18 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $215 Shares 2,330 Est. Cost $203.59 Unrealized -59.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $213 Shares 958 Est. Cost $113.56 Unrealized +90.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $208 Shares 350 Est. Cost $534.12 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $202 Shares 1,380 Est. Cost $125.41 Unrealized +22.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $201 Shares 1,618 Est. Cost $57.55 Unrealized +124.4%
RTX RTX CORPORATION COM 0.0%
Value ($000) $192 Shares 1,661 Est. Cost $79.62 Unrealized +48.5%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.0%
Value ($000) $192 Shares 10,000 Est. Cost $52.31 Unrealized -59.8%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $190 Shares 7,345 Est. Cost $25.93 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $189 Shares 8,883 Est. Cost $18.19 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $189 Shares 1,157 Est. Cost $193.91 Unrealized -9.1%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $178 Shares 1,597 Est. Cost $144.73 Unrealized -28.5%
ADSK AUTODESK INC COM 0.0%
Value ($000) $169 Shares 575 Est. Cost $306.09 Unrealized -3.5%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $167 Shares 1,024 Est. Cost $175.10 Unrealized -10.1%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $163 Shares 1,441 Est. Cost $115.60 Unrealized +6.8%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $151 Shares 2,567 Est. Cost $41.11 Unrealized +41.9%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $151 Shares 4,000 Est. Cost $42.45 Unrealized -5.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $150 Shares 1,985 Est. Cost $81.15 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $143 Shares 379 Est. Cost $372.77 Unrealized -12.4%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $140 Shares 262 Est. Cost $245.17 Unrealized +114.7%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $132 Shares 356 Est. Cost $388.83 Unrealized +5.3%
ABT ABBOTT LABS COM 0.0%
Value ($000) $130 Shares 1,146 Est. Cost $101.65 Unrealized +11.5%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $119 Shares 347 Est. Cost $158.93 Unrealized +118.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $112 Shares 239 Est. Cost $394.23 Unrealized +25.0%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $106 Shares 1,601 Est. Cost $60.33 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $106 Shares 504 Est. Cost $207.74 Unrealized +12.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $105 Shares 972 Est. Cost $88.59 Unrealized +22.8%
AFL AFLAC INC COM 0.0%
Value ($000) $104 Shares 1,011 Est. Cost $49.44 Unrealized +115.2%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $100 Shares 5,117 Est. Cost $15.57 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $97 Shares 372 Est. Cost $232.89 Unrealized +22.8%
T AT&T INC COM 0.0%
Value ($000) $96 Shares 4,219 Est. Cost $16.25 Unrealized +32.4%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $90 Shares 217 Est. Cost $320.83 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $90 Shares 713 Est. Cost $80.56 Unrealized +48.3%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $89 Shares 420 Est. Cost $151.38 Unrealized +43.9%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $83 Shares 371 Est. Cost $235.07 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $81 Shares 230 Est. Cost $305.51 Unrealized +16.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $80 Shares 1,545 Est. Cost $51.82 Unrealized +7.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $80 Shares 1,509 Est. Cost $34.69 Unrealized +40.7%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $79 Shares 791 Est. Cost $100.37 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $78 Shares 649 Est. Cost $101.90 Unrealized +21.1%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $75 Shares 2,673 Est. Cost $30.33 Unrealized -6.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $74 Shares 2,830 Est. Cost $42.30 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value ($000) $74 Shares 2,700 Est. Cost $9.69 Unrealized +100.1%
NKE NIKE INC CL B 0.0%
Value ($000) $73 Shares 997 Est. Cost $125.63 Unrealized -39.1%
CMI CUMMINS INC COM 0.0%
Value ($000) $71 Shares 200 Est. Cost $211.48 Unrealized +62.4%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $71 Shares 264 Est. Cost $263.53 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $70 Shares 902 Est. Cost $52.87 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $69 Shares 918 Est. Cost $85.67 Unrealized -12.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $68 Shares 824 Est. Cost $81.63 Unrealized +3.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $65 Shares 343 Est. Cost $168.84 Unrealized +14.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $64 Shares 2,272 Est. Cost $47.84 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $63 Shares 891 Est. Cost $50.28 Unrealized +30.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $61 Shares 407 Est. Cost $148.23 Unrealized +5.6%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $57 Shares 314 Est. Cost $240.21 Unrealized -17.4%
WMT WALMART INC COM 0.0%
Value ($000) $56 Shares 619 Est. Cost $60.28 Unrealized +42.3%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $55 Shares 2,756 Est. Cost $16.28 Unrealized +19.9%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $54 Shares 191 Est. Cost $255.18 Unrealized +19.1%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $54 Shares 306 Est. Cost $106.60 Unrealized +55.3%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $52 Shares 253 Est. Cost $390.57 Unrealized -48.3%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $51 Shares 1,517 Est. Cost $44.74 Unrealized -30.6%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $49 Shares 470 Est. Cost $82.97 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $48 Shares 519 Est. Cost $104.36 Unrealized -10.0%
PCAR PACCAR INC COM 0.0%
Value ($000) $46 Shares 438 Est. Cost $56.27 Unrealized +84.6%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $46 Shares 269 Est. Cost $148.08 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $45 Shares 490 Est. Cost $91.64 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $44 Shares 798 Est. Cost $42.00 Unrealized +30.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $42 Shares 480 Est. Cost $102.49 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $41 Shares 1,088 Est. Cost $39.31 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $40 Shares 97 Est. Cost $448.16 Unrealized +0.1%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $40 Shares 2,087 Est. Cost $19.15 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $39 Shares 201 Est. Cost $156.19 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $38 Shares 394 Est. Cost $46.26 Unrealized +82.7%
KEY KEYCORP COM 0.0%
Value ($000) $37 Shares 2,166 Est. Cost $14.75 Unrealized +15.2%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $37 Shares 71 Est. Cost $368.38 Unrealized +39.7%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $37 Shares 404 Est. Cost $72.32 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $36 Shares 958 Est. Cost $33.54 Unrealized
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $35 Shares 636 Est. Cost $47.53 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $34 Shares 1,079 Est. Cost $24.78 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $34 Shares 140 Est. Cost $242.40 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $32 Shares 186 Est. Cost $196.91 Unrealized -20.3%
KR KROGER CO COM 0.0%
Value ($000) $31 Shares 512 Est. Cost $38.24 Unrealized +50.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $31 Shares 1,423 Est. Cost $12.39 Unrealized +41.8%
UNP UNION PAC CORP COM 0.0%
Value ($000) $31 Shares 133 Est. Cost $222.47 Unrealized +3.5%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $31 Shares 263 Est. Cost $111.42 Unrealized +7.8%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $31 Shares 1,088 Est. Cost $25.41 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 519 Est. Cost $62.08 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $28 Shares 96 Est. Cost $243.78 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $27 Shares 120 Est. Cost $97.98 Unrealized +122.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $27 Shares 100 Est. Cost $270.79 Unrealized +3.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $27 Shares 309 Est. Cost $99.85 Unrealized -16.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $27 Shares 563 Est. Cost $48.79 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $27 Shares 234 Est. Cost $206.54 Unrealized -46.6%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $27 Shares 1,620 Est. Cost $34.92 Unrealized -67.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $26 Shares 268 Est. Cost $96.81 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $26 Shares 313 Est. Cost $53.47 Unrealized +50.8%
DOW DOW INC COM 0.0%
Value ($000) $25 Shares 647 Est. Cost $47.04 Unrealized -8.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $25 Shares 199 Est. Cost $96.78 Unrealized +23.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $24 Shares 1,295 Est. Cost $28.76 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $24 Shares 225 Est. Cost $104.15 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $24 Shares 66 Est. Cost $209.43 Unrealized +58.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $23 Shares 182 Est. Cost $112.71 Unrealized +27.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $23 Shares 112 Est. Cost $207.94 Unrealized +1.5%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $22 Shares 308 Est. Cost $73.90 Unrealized +2.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $21 Shares 436 Est. Cost $48.59 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $21 Shares 101 Est. Cost $122.32 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $21 Shares 175 Est. Cost $84.26 Unrealized +38.5%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $20 Shares 250 Est. Cost $28.70 Unrealized +103.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $20 Shares 223 Est. Cost $83.88 Unrealized
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $20 Shares 810 Est. Cost $24.05 Unrealized
LLY ELI LILLY & CO COM 0.0%
Value ($000) $20 Shares 25 Est. Cost $591.51 Unrealized +38.8%
LUCID GROUP INC COM 0.0%
Value ($000) $19 Shares 5,670 Est. Cost $3.06 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $18 Shares 455 Est. Cost $41.83 Unrealized -5.8%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $55.80 Unrealized +39.7%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $18 Shares 60 Est. Cost $313.20 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $17 Shares 171 Est. Cost $82.46 Unrealized +24.1%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 558 Est. Cost $33.91 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $17 Shares 295 Est. Cost $51.55 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $16 Shares 129 Est. Cost $59.14 Unrealized +151.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $16 Shares 255 Est. Cost $60.27 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $16 Shares 81 Est. Cost $183.60 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $16 Shares 223 Est. Cost $41.21 Unrealized +61.8%
SRE SEMPRA COM 0.0%
Value ($000) $16 Shares 180 Est. Cost $84.33 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $16 Shares 136 Est. Cost $172.19 Unrealized -36.7%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $15 Shares 423 Est. Cost $34.64 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $15 Shares 98 Est. Cost $78.30 Unrealized +97.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $15 Shares 63 Est. Cost $244.86 Unrealized 0.0%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $15 Shares 2,617 Est. Cost $9.08 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 102 Est. Cost $93.53 Unrealized +75.7%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $15 Shares 389 Est. Cost $29.04 Unrealized +39.5%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $15 Shares 389 Est. Cost $28.43 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $15 Shares 62 Est. Cost $262.47 Unrealized -7.1%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $14 Shares 182 Est. Cost $58.02 Unrealized
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value ($000) $14 Shares 290 Est. Cost $49.54 Unrealized
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $14 Shares 48 Est. Cost $343.94 Unrealized -12.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $14 Shares 77 Est. Cost $140.50 Unrealized +21.5%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $14 Shares 63 Est. Cost $206.19 Unrealized +8.4%
NEM NEWMONT CORP COM 0.0%
Value ($000) $14 Shares 356 Est. Cost $51.12 Unrealized -12.7%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $96.06 Unrealized +41.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $44.14 Unrealized
BALL BALL CORP COM 0.0%
Value ($000) $13 Shares 237 Est. Cost $83.70 Unrealized -28.1%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 145 Est. Cost $83.33 Unrealized
SKYX SKYX PLATFORMS CORP COM 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $1.44 Unrealized -20.6%
NORDSTROM INC COM 0.0%
Value ($000) $12 Shares 506 Est. Cost $32.28 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $12 Shares 22 Est. Cost $398.28 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $12 Shares 515 Est. Cost $36.12 Unrealized -38.7%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $12 Shares 306 Est. Cost $39.38 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $12 Shares 226 Est. Cost $53.20 Unrealized +2.5%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $12 Shares 46 Est. Cost $266.73 Unrealized 0.0%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $12 Shares 112 Est. Cost $93.46 Unrealized
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value ($000) $12 Shares 276 Est. Cost $40.23 Unrealized
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $12 Shares 666 Est. Cost $4.48 Unrealized +158.1%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $11 Shares 110 Est. Cost $103.77 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $11 Shares 260 Est. Cost $39.21 Unrealized 0.0%
INTC INTEL CORP COM 0.0%
Value ($000) $11 Shares 540 Est. Cost $48.35 Unrealized -53.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 47 Est. Cost $235.74 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $11 Shares 1,070 Est. Cost $10.11 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $11 Shares 210 Est. Cost $52.56 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $11 Shares 93 Est. Cost $110.66 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $11 Shares 136 Est. Cost $71.08 Unrealized +19.4%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $11 Shares 162 Est. Cost $38.43 Unrealized +56.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $11 Shares 47 Est. Cost $225.20 Unrealized 0.0%
PCIG POLEN CAPITAL INTERNATIONAL GROWTH ETF 0.0%
Value ($000) $11 Shares 1,170 Est. Cost $9.16 Unrealized
IEUS ISHARES MSCI EUROPE SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 199 Est. Cost $71.14 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $11 Shares 280 Est. Cost $39.99 Unrealized +10.1%
COR CENCORA INC COM 0.0%
Value ($000) $11 Shares 46 Est. Cost $226.42 Unrealized +3.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $11 Shares 383 Est. Cost $34.87 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $10 Shares 50 Est. Cost $191.52 Unrealized +16.2%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $10 Shares 456 Est. Cost $18.41 Unrealized +18.5%
PFE PFIZER INC COM 0.0%
Value ($000) $10 Shares 392 Est. Cost $36.35 Unrealized -30.9%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $10 Shares 270 Est. Cost $57.14 Unrealized -44.0%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $10 Shares 1,508 Est. Cost $5.07 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $10 Shares 213 Est. Cost $35.22 Unrealized +31.6%
UNM UNUM GROUP COM 0.0%
Value ($000) $10 Shares 138 Est. Cost $48.76 Unrealized +41.4%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $10 Shares 114 Est. Cost $90.09 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $10 Shares 442 Est. Cost $30.99 Unrealized -17.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $10 Shares 70 Est. Cost $108.82 Unrealized +26.2%
HSY HERSHEY CO COM 0.0%
Value ($000) $10 Shares 57 Est. Cost $164.41 Unrealized +5.2%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $10 Shares 121 Est. Cost $79.25 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $9 Shares 32 Est. Cost $269.46 Unrealized +6.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $9 Shares 143 Est. Cost $53.53 Unrealized +33.4%
DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 0.0%
Value ($000) $9 Shares 338 Est. Cost $26.34 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $9 Shares 13 Est. Cost $669.07 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $156.00 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $8 Shares 365 Est. Cost $13.43 Unrealized +52.3%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $8 Shares 835 Est. Cost $12.14 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $115.42 Unrealized +2.0%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $8 Shares 63 Est. Cost $135.57 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $8 Shares 66 Est. Cost $78.05 Unrealized +18.5%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $8 Shares 245 Est. Cost $32.57 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $8 Shares 135 Est. Cost $54.14 Unrealized -2.9%
INTU INTUIT COM 0.0%
Value ($000) $8 Shares 12 Est. Cost $567.91 Unrealized +11.8%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $7 Shares 21 Est. Cost $225.66 Unrealized +62.9%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $7 Shares 143 Est. Cost $51.57 Unrealized +0.4%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $7 Shares 300 Est. Cost $14.52 Unrealized +61.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $7 Shares 264 Est. Cost $36.44 Unrealized -22.4%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $216.25 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $7 Shares 79 Est. Cost $80.40 Unrealized +22.1%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $7 Shares 59 Est. Cost $104.35 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $7 Shares 73 Est. Cost $92.64 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $7 Shares 237 Est. Cost $18.74 Unrealized +32.7%
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $7 Shares 101 Est. Cost $61.19 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $7 Shares 36 Est. Cost $188.91 Unrealized 0.0%
EQT EQT CORP COM 0.0%
Value ($000) $6 Shares 138 Est. Cost $40.68 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $6 Shares 61 Est. Cost $114.05 Unrealized -3.4%
CION CION INVT CORP COM 0.0%
Value ($000) $6 Shares 545 Est. Cost $6.33 Unrealized +52.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $6 Shares 84 Est. Cost $76.44 Unrealized 0.0%
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.0%
Value ($000) $6 Shares 427 Est. Cost $15.53 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $6 Shares 20 Est. Cost $226.99 Unrealized +52.5%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $6 Shares 54 Est. Cost $111.68 Unrealized +15.2%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $92.29 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $116.23 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $6 Shares 24 Est. Cost $241.42 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $184.81 Unrealized -4.2%
MMM 3M CO COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $131.22 Unrealized -2.2%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $6 Shares 89 Est. Cost $54.06 Unrealized +18.5%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $6 Shares 589 Est. Cost $9.46 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $5 Shares 66 Est. Cost $84.70 Unrealized -1.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $195.24 Unrealized +137.4%
PCCE POLEN CAPITAL CHINA GROWTH ETF 0.0%
Value ($000) $5 Shares 488 Est. Cost $10.75 Unrealized
TRMD TORM PLC SHS CL A 0.0%
Value ($000) $5 Shares 250 Est. Cost $17.75 Unrealized +20.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $5 Shares 7 Est. Cost $714.43 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.99 Unrealized -3.5%
SH PROSHARES SHORT S&P500 0.0%
Value ($000) $5 Shares 113 Est. Cost $41.95 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $5 Shares 39 Est. Cost $121.38 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $312.96 Unrealized +17.1%
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $5 Shares 205 Est. Cost $12.14 Unrealized +81.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $87.00 Unrealized 0.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $269.89 Unrealized +21.3%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 16 Est. Cost $290.67 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $4 Shares 133 Est. Cost $27.31 Unrealized +25.2%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $4 Shares 64 Est. Cost $74.85 Unrealized -6.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $4 Shares 405 Est. Cost $17.47 Unrealized -46.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $547.53 Unrealized 0.0%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $4 Shares 87 Est. Cost $34.22 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $4 Shares 82 Est. Cost $46.63 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $522.72 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $245.53 Unrealized 0.0%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $4 Shares 44 Est. Cost $94.46 Unrealized -8.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $72.41 Unrealized +39.8%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $4 Shares 21 Est. Cost $160.29 Unrealized +17.5%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $118.43 Unrealized 0.0%
TFII TFI INTL INC COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $143.03 Unrealized -0.5%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $189.31 Unrealized 0.0%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $4 Shares 32 Est. Cost $102.84 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $4 Shares 20 Est. Cost $150.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.58 Unrealized -4.5%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $4 Shares 5 Est. Cost $945.64 Unrealized -11.7%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $248.46 Unrealized 0.0%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $4 Shares 84 Est. Cost $60.70 Unrealized -41.8%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $130.28 Unrealized +37.5%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $3 Shares 60 Est. Cost $28.47 Unrealized +86.1%
EIX EDISON INTL COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $78.92 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 60 Est. Cost $55.48 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $3 Shares 78 Est. Cost $39.41 Unrealized 0.0%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $315.96 Unrealized 0.0%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $3 Shares 90 Est. Cost $66.67 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 86 Est. Cost $21.59 Unrealized +34.8%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $156.24 Unrealized 0.0%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $185.39 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $101.62 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $121.53 Unrealized 0.0%
ARCADIUM LITHIUM PLC COM SHS 0.0%
Value ($000) $3 Shares 553 Est. Cost $4.75 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $231.96 Unrealized 0.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $44.22 Unrealized +41.1%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $3 Shares 63 Est. Cost $77.83 Unrealized -31.1%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $3 Shares 142 Est. Cost $13.47 Unrealized +34.9%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $3 Shares 150 Est. Cost $3.73 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $3 Shares 21 Est. Cost $147.97 Unrealized +1.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 38 Est. Cost $73.28 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $3 Shares 129 Est. Cost $48.04 Unrealized -57.6%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $101.05 Unrealized +16.5%
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $3 Shares 1,499 Est. Cost $5.02 Unrealized -83.5%
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $86.45 Unrealized +52.6%
UDR UDR INC COM 0.0%
Value ($000) $3 Shares 58 Est. Cost $44.36 Unrealized -4.6%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $89.91 Unrealized 0.0%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $2 Shares 205 Est. Cost $16.44 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $657.62 Unrealized +9.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $2 Shares 43 Est. Cost $61.77 Unrealized -6.0%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $2 Shares 20 Est. Cost $144.45 Unrealized -15.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $369.58 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.0%
Value ($000) $2 Shares 180 Est. Cost $14.19 Unrealized
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $2 Shares 93 Est. Cost $24.78 Unrealized -2.7%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $2 Shares 69 Est. Cost $35.67 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.21 Unrealized -5.2%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $84.16 Unrealized -90.7%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $25.41 Unrealized
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 99 Est. Cost $28.49 Unrealized -9.3%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $2 Shares 39 Est. Cost $52.08 Unrealized +4.7%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $54.12 Unrealized -4.3%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $2 Shares 69 Est. Cost $30.73 Unrealized -0.2%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $269.07 Unrealized
RH RH COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $573.44 Unrealized -38.0%
F FORD MTR CO COM 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.64 Unrealized -7.2%
CME CME GROUP INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $219.66 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.10 Unrealized +1.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.08 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $46.14 Unrealized -1.3%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $2 Shares 134 Est. Cost $17.49 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $2 Shares 21 Est. Cost $97.46 Unrealized -13.3%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.61 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 93 Est. Cost $15.70 Unrealized 0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.41 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $169.68 Unrealized -19.5%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $28.55 Unrealized +18.5%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $90.89 Unrealized -78.5%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $28.93 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 26 Est. Cost $125.59 Unrealized -62.4%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $1 Shares 51 Est. Cost $4.07 Unrealized +136.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.24 Unrealized +41.7%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.18 Unrealized +0.5%
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 399 Est. Cost $6.97 Unrealized -76.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 142 Est. Cost $11.31 Unrealized -39.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $90.40 Unrealized 0.0%
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.46 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.78 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $45.40 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.33 Unrealized -37.8%
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.32 Unrealized +122.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $119.52 Unrealized -91.9%
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $0 Shares 990 Est. Cost $2.10 Unrealized -69.4%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.25 Unrealized
VVOS VIVOS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 49 Est. Cost $8.58 Unrealized -61.1%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.71 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.50 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $140.81 Unrealized 0.0%
ENFY ENLIGHTIFY INC COM NEW 0.0%
Value ($000) $0 Shares 121 Est. Cost $7.99 Unrealized -78.3%
GWRS GLOBAL WTR RES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.85 Unrealized +1.9%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.84 Unrealized +7.1%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.00 Unrealized
ICL ICL GROUP LTD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.47 Unrealized 0.0%
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized