Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 15, 2025

Total Value ($000): $400,848 (100.0% shares, 0.0% debt)

Holdings (422)

RWL INVESCO S&P 500 REVENUE ETF 13.6%
Value ($000) $54,401 Shares 569,709 Est. Cost $83.60 Unrealized
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 12.5%
Value ($000) $50,254 Shares 679,194 Est. Cost $14.84 Unrealized
SPY SPDR S&P 500 ETF TRUST 9.7%
Value ($000) $38,988 Shares 72,318 Est. Cost $389.85 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 8.4%
Value ($000) $33,727 Shares 73,724 Est. Cost $330.04 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 6.3%
Value ($000) $25,449 Shares 323,123 Est. Cost $29.87 Unrealized
MSFT MICROSOFT CORP COM 5.1%
Value ($000) $20,410 Shares 52,629 Est. Cost $268.12 Unrealized +51.1%
IYG ISHARES US FINANCIAL SERVICES ETF 5.0%
Value ($000) $19,975 Shares 269,566 Est. Cost $93.16 Unrealized
COST COSTCO WHSL CORP NEW COM 5.0%
Value ($000) $19,906 Shares 20,327 Est. Cost $575.19 Unrealized +68.7%
AAPL APPLE INC COM 4.6%
Value ($000) $18,268 Shares 90,204 Est. Cost $156.00 Unrealized +47.9%
NVDA NVIDIA CORPORATION COM 4.3%
Value ($000) $17,335 Shares 156,579 Est. Cost $93.43 Unrealized +35.6%
AMZN AMAZON COM INC COM 3.9%
Value ($000) $15,569 Shares 85,488 Est. Cost $143.33 Unrealized +51.4%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.8%
Value ($000) $15,104 Shares 109,021 Est. Cost $126.60 Unrealized
SMH VANECK SEMICONDUCTOR ETF 3.7%
Value ($000) $14,867 Shares 73,741 Est. Cost $182.56 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 3.4%
Value ($000) $13,574 Shares 108,834 Est. Cost $133.67 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.6%
Value ($000) $2,529 Shares 32,883 Est. Cost $64.12 Unrealized +21.1%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $1,719 Shares 7,323 Est. Cost $114.48 Unrealized +119.2%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,443 Shares 1,550 Est. Cost $53.62 Unrealized +77.4%
V VISA INC COM CL A 0.3%
Value ($000) $1,279 Shares 3,816 Est. Cost $205.60 Unrealized +63.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $1,217 Shares 15,233 Est. Cost $77.87 Unrealized
AVGO BROADCOM INC COM 0.3%
Value ($000) $1,209 Shares 6,777 Est. Cost $167.84 Unrealized +25.0%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,191 Shares 7,377 Est. Cost $115.82 Unrealized +57.5%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,184 Shares 8,747 Est. Cost $107.01 Unrealized +40.6%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,156 Shares 1,969 Est. Cost $349.46 Unrealized +42.9%
META META PLATFORMS INC CL A 0.2%
Value ($000) $963 Shares 1,812 Est. Cost $280.25 Unrealized +129.5%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.2%
Value ($000) $898 Shares 15,149 Est. Cost $68.14 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $796 Shares 4,704 Est. Cost $126.31 Unrealized +29.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $779 Shares 7,991 Est. Cost $94.79 Unrealized
NOW SERVICENOW INC COM 0.2%
Value ($000) $746 Shares 933 Est. Cost $128.95 Unrealized +49.5%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $734 Shares 2,322 Est. Cost $197.67 Unrealized +48.2%
HD HOME DEPOT INC COM 0.2%
Value ($000) $716 Shares 2,004 Est. Cost $265.40 Unrealized +43.4%
BX BLACKSTONE INC COM 0.2%
Value ($000) $703 Shares 5,388 Est. Cost $54.76 Unrealized +188.9%
CRM SALESFORCE INC COM 0.2%
Value ($000) $654 Shares 2,571 Est. Cost $194.04 Unrealized +59.3%
DE DEERE & CO COM 0.2%
Value ($000) $646 Shares 1,382 Est. Cost $374.12 Unrealized +23.4%
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value ($000) $613 Shares 3,856 Est. Cost $116.05 Unrealized +55.7%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $599 Shares 2,577 Est. Cost $213.02 Unrealized +19.8%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $597 Shares 1,256 Est. Cost $330.74 Unrealized +35.5%
BLK BLACKROCK INC COM 0.1%
Value ($000) $563 Shares 633 Est. Cost $843.32 Unrealized +14.1%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $516 Shares 2,773 Est. Cost $62.95 Unrealized +210.9%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $500 Shares 2,507 Est. Cost $95.09 Unrealized +98.4%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $476 Shares 4,605 Est. Cost $52.27 Unrealized +105.1%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $475 Shares 1,592 Est. Cost $181.59 Unrealized +93.8%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $468 Shares 1,834 Est. Cost $103.86 Unrealized +181.6%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $420 Shares 1,880 Est. Cost $145.74 Unrealized +84.8%
DISCOVER FINL SVCS COM 0.1%
Value ($000) $418 Shares 2,625 Est. Cost $92.87 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $409 Shares 7,123 Est. Cost $37.85 Unrealized +58.8%
ADBE ADOBE INC COM 0.1%
Value ($000) $382 Shares 1,088 Est. Cost $490.06 Unrealized -12.5%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $376 Shares 5,559 Est. Cost $66.76 Unrealized +2.9%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $376 Shares 2,701 Est. Cost $122.64 Unrealized +30.2%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value ($000) $355 Shares 1,035 Est. Cost $108.33 Unrealized +189.2%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $348 Shares 2,650 Est. Cost $86.71 Unrealized +80.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $342 Shares 6,912 Est. Cost $61.56 Unrealized -11.6%
ABBV ABBVIE INC COM 0.1%
Value ($000) $328 Shares 1,834 Est. Cost $114.03 Unrealized +66.1%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $302 Shares 3,204 Est. Cost $44.24 Unrealized +127.6%
CSX CSX CORP COM 0.1%
Value ($000) $301 Shares 10,654 Est. Cost $29.07 Unrealized +7.7%
KO COCA COLA CO COM 0.1%
Value ($000) $298 Shares 4,120 Est. Cost $45.26 Unrealized +43.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $292 Shares 721 Est. Cost $320.87 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $291 Shares 1,887 Est. Cost $130.32 Unrealized +17.0%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $280 Shares 7,634 Est. Cost $24.24 Unrealized +80.0%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $275 Shares 3,889 Est. Cost $59.33 Unrealized +11.3%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $261 Shares 1,305 Est. Cost $169.08 Unrealized +17.3%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $251 Shares 780 Est. Cost $133.68 Unrealized +160.4%
LOW LOWES COS INC COM 0.1%
Value ($000) $250 Shares 1,116 Est. Cost $198.28 Unrealized +22.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $240 Shares 1,003 Est. Cost $119.20 Unrealized +100.8%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $234 Shares 4,088 Est. Cost $35.32 Unrealized +56.9%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $231 Shares 458 Est. Cost $220.68 Unrealized +167.7%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $226 Shares 3,613 Est. Cost $52.37 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $219 Shares 1,885 Est. Cost $204.14 Unrealized -27.7%
RTX RTX CORPORATION COM 0.1%
Value ($000) $215 Shares 1,663 Est. Cost $79.62 Unrealized +56.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $211 Shares 1,567 Est. Cost $98.85 Unrealized +63.4%
TSLA TESLA INC COM 0.1%
Value ($000) $204 Shares 808 Est. Cost $271.83 Unrealized +22.6%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $201 Shares 1,380 Est. Cost $125.41 Unrealized +7.2%
FDX FEDEX CORP COM 0.0%
Value ($000) $194 Shares 920 Est. Cost $251.51 Unrealized +0.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $193 Shares 364 Est. Cost $303.79 Unrealized +60.0%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $192 Shares 7,443 Est. Cost $25.93 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $186 Shares 2,243 Est. Cost $51.77 Unrealized +110.5%
MRK MERCK & CO INC COM 0.0%
Value ($000) $184 Shares 2,318 Est. Cost $68.60 Unrealized +31.4%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $183 Shares 8,350 Est. Cost $48.18 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $180 Shares 1,632 Est. Cost $57.55 Unrealized +124.8%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $180 Shares 1,193 Est. Cost $193.02 Unrealized -14.8%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $176 Shares 8,975 Est. Cost $18.21 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $158 Shares 1,985 Est. Cost $81.15 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $158 Shares 358 Est. Cost $388.83 Unrealized +1.4%
ADSK AUTODESK INC COM 0.0%
Value ($000) $150 Shares 575 Est. Cost $306.09 Unrealized -7.1%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $145 Shares 1,032 Est. Cost $175.10 Unrealized -15.5%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $144 Shares 1,441 Est. Cost $115.60 Unrealized -4.6%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.0%
Value ($000) $142 Shares 10,000 Est. Cost $52.31 Unrealized -63.6%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $138 Shares 4,030 Est. Cost $42.45 Unrealized -17.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $128 Shares 240 Est. Cost $394.23 Unrealized +19.2%
ABT ABBOTT LABS COM 0.0%
Value ($000) $128 Shares 1,002 Est. Cost $101.65 Unrealized +23.4%
T AT&T INC COM 0.0%
Value ($000) $126 Shares 4,617 Est. Cost $16.94 Unrealized +43.7%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $125 Shares 1,474 Est. Cost $144.73 Unrealized -26.6%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $125 Shares 263 Est. Cost $245.17 Unrealized +111.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $120 Shares 222 Est. Cost $534.12 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $118 Shares 981 Est. Cost $88.59 Unrealized +24.8%
AMGN AMGEN INC COM 0.0%
Value ($000) $116 Shares 396 Est. Cost $236.18 Unrealized +21.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $112 Shares 504 Est. Cost $207.74 Unrealized -0.8%
AFL AFLAC INC COM 0.0%
Value ($000) $110 Shares 1,016 Est. Cost $49.44 Unrealized +110.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $109 Shares 1,602 Est. Cost $60.33 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $107 Shares 449 Est. Cost $156.02 Unrealized +43.1%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $105 Shares 2,596 Est. Cost $41.30 Unrealized +41.9%
MDGL MADRIGAL PHARMACEUTICALS INC COM 0.0%
Value ($000) $104 Shares 324 Est. Cost $328.59 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $98 Shares 379 Est. Cost $372.77 Unrealized -1.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $96 Shares 347 Est. Cost $158.93 Unrealized +94.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $88 Shares 1,539 Est. Cost $35.01 Unrealized +45.8%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $86 Shares 5,117 Est. Cost $15.57 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $80 Shares 799 Est. Cost $100.37 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $79 Shares 217 Est. Cost $320.83 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $78 Shares 717 Est. Cost $80.56 Unrealized +56.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $76 Shares 831 Est. Cost $81.63 Unrealized +3.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $76 Shares 1,447 Est. Cost $51.82 Unrealized +4.1%
RY ROYAL BK CDA COM 0.0%
Value ($000) $75 Shares 649 Est. Cost $101.90 Unrealized +15.6%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $72 Shares 2,845 Est. Cost $42.30 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $69 Shares 733 Est. Cost $65.36 Unrealized +42.2%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $69 Shares 316 Est. Cost $240.21 Unrealized -21.1%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $68 Shares 277 Est. Cost $262.73 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $68 Shares 2,707 Est. Cost $30.28 Unrealized -12.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $67 Shares 230 Est. Cost $305.51 Unrealized +14.4%
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $63 Shares 924 Est. Cost $85.67 Unrealized -8.8%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $61 Shares 2,700 Est. Cost $9.69 Unrealized +248.8%
PEP PEPSICO INC COM 0.0%
Value ($000) $60 Shares 410 Est. Cost $148.23 Unrealized -3.2%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $60 Shares 2,447 Est. Cost $46.17 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $60 Shares 903 Est. Cost $52.87 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $58 Shares 201 Est. Cost $211.48 Unrealized +63.6%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $57 Shares 112 Est. Cost $431.94 Unrealized +25.5%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $57 Shares 898 Est. Cost $50.28 Unrealized +48.2%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $55 Shares 254 Est. Cost $390.57 Unrealized -46.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $55 Shares 295 Est. Cost $235.07 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $52 Shares 193 Est. Cost $255.65 Unrealized +17.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $52 Shares 345 Est. Cost $168.84 Unrealized +7.9%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $51 Shares 485 Est. Cost $105.99 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $49 Shares 297 Est. Cost $149.58 Unrealized
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $48 Shares 2,814 Est. Cost $16.36 Unrealized +23.4%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $46 Shares 310 Est. Cost $107.38 Unrealized +55.4%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $45 Shares 522 Est. Cost $104.36 Unrealized -3.2%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $44 Shares 1,734 Est. Cost $43.02 Unrealized -27.9%
LIN LINDE PLC SHS 0.0%
Value ($000) $43 Shares 97 Est. Cost $448.16 Unrealized -0.8%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $43 Shares 470 Est. Cost $82.97 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $42 Shares 765 Est. Cost $125.63 Unrealized -42.6%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $42 Shares 1,107 Est. Cost $39.29 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $39 Shares 439 Est. Cost $56.27 Unrealized +83.0%
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $38 Shares 636 Est. Cost $47.53 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $38 Shares 1,247 Est. Cost $25.53 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $36 Shares 515 Est. Cost $38.24 Unrealized +62.9%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $35 Shares 805 Est. Cost $42.00 Unrealized +28.2%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $34 Shares 966 Est. Cost $33.54 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $33 Shares 1,088 Est. Cost $25.41 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $32 Shares 480 Est. Cost $102.49 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $31 Shares 656 Est. Cost $48.10 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $31 Shares 266 Est. Cost $111.48 Unrealized +4.8%
KEY KEYCORP COM 0.0%
Value ($000) $31 Shares 2,195 Est. Cost $14.77 Unrealized +10.0%
UNP UNION PAC CORP COM 0.0%
Value ($000) $30 Shares 134 Est. Cost $222.47 Unrealized +5.9%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 519 Est. Cost $62.08 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $29 Shares 202 Est. Cost $156.19 Unrealized +22.2%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $29 Shares 444 Est. Cost $51.69 Unrealized +82.7%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $29 Shares 140 Est. Cost $242.40 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $29 Shares 181 Est. Cost $196.91 Unrealized -12.1%
CB CHUBB LIMITED COM 0.0%
Value ($000) $29 Shares 100 Est. Cost $270.79 Unrealized +2.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $29 Shares 305 Est. Cost $112.10 Unrealized -0.8%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $28 Shares 1,466 Est. Cost $12.59 Unrealized +52.8%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $27 Shares 366 Est. Cost $64.81 Unrealized +11.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $26 Shares 112 Est. Cost $207.94 Unrealized +5.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $25 Shares 96 Est. Cost $243.78 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $25 Shares 1,295 Est. Cost $28.76 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $25 Shares 66 Est. Cost $209.43 Unrealized +82.0%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $23 Shares 250 Est. Cost $28.70 Unrealized +206.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $23 Shares 120 Est. Cost $97.98 Unrealized +138.1%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $22 Shares 254 Est. Cost $87.83 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $21 Shares 339 Est. Cost $97.89 Unrealized -20.6%
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $21 Shares 226 Est. Cost $104.15 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $21 Shares 463 Est. Cost $41.79 Unrealized -5.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $20 Shares 223 Est. Cost $83.88 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $20 Shares 199 Est. Cost $96.78 Unrealized +22.7%
NEM NEWMONT CORP COM 0.0%
Value ($000) $20 Shares 358 Est. Cost $51.12 Unrealized -15.4%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $19 Shares 1,620 Est. Cost $34.92 Unrealized -64.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $19 Shares 238 Est. Cost $204.85 Unrealized -48.2%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $19 Shares 25 Est. Cost $591.51 Unrealized +39.8%
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $19 Shares 828 Est. Cost $24.01 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $18 Shares 297 Est. Cost $51.55 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $18 Shares 177 Est. Cost $84.54 Unrealized +28.9%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $17 Shares 221 Est. Cost $80.31 Unrealized +1.6%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $17 Shares 12 Est. Cost $86.99 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $17 Shares 112 Est. Cost $121.70 Unrealized +17.6%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $16 Shares 63 Est. Cost $244.86 Unrealized +0.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $16 Shares 101 Est. Cost $122.32 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $15 Shares 81 Est. Cost $183.60 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $15 Shares 397 Est. Cost $28.62 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $15 Shares 114 Est. Cost $117.43 Unrealized +2.3%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $15 Shares 50 Est. Cost $296.24 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 103 Est. Cost $93.53 Unrealized +47.8%
LUCID GROUP INC COM 0.0%
Value ($000) $14 Shares 5,670 Est. Cost $3.06 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $14 Shares 224 Est. Cost $41.21 Unrealized +78.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $14 Shares 255 Est. Cost $60.27 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $13 Shares 425 Est. Cost $34.64 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $13 Shares 46 Est. Cost $226.42 Unrealized +10.2%
O REALTY INCOME CORP COM 0.0%
Value ($000) $13 Shares 228 Est. Cost $53.20 Unrealized -1.2%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $13 Shares 718 Est. Cost $19.15 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 146 Est. Cost $82.46 Unrealized +17.4%
SRE SEMPRA COM 0.0%
Value ($000) $13 Shares 180 Est. Cost $84.33 Unrealized -10.4%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $13 Shares 77 Est. Cost $140.50 Unrealized +32.9%
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value ($000) $12 Shares 290 Est. Cost $49.54 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $12 Shares 510 Est. Cost $32.28 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $12 Shares 182 Est. Cost $58.02 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $12 Shares 129 Est. Cost $59.14 Unrealized +103.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $262.47 Unrealized -17.3%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $12 Shares 2,691 Est. Cost $8.95 Unrealized
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $96.06 Unrealized +32.9%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $12 Shares 48 Est. Cost $343.94 Unrealized -29.2%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $12 Shares 118 Est. Cost $113.00 Unrealized -1.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $11 Shares 260 Est. Cost $39.21 Unrealized +5.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $11 Shares 228 Est. Cost $48.79 Unrealized
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value ($000) $11 Shares 276 Est. Cost $40.23 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $11 Shares 165 Est. Cost $62.24 Unrealized -4.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $11 Shares 46 Est. Cost $266.73 Unrealized -5.4%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $11 Shares 22 Est. Cost $398.28 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 145 Est. Cost $83.33 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $11 Shares 540 Est. Cost $48.35 Unrealized -54.7%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $11 Shares 112 Est. Cost $93.46 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $11 Shares 139 Est. Cost $48.76 Unrealized +58.1%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $11 Shares 98 Est. Cost $78.30 Unrealized +83.1%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $55.80 Unrealized +37.9%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $10 Shares 350 Est. Cost $29.38 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $10 Shares 29 Est. Cost $348.34 Unrealized +8.3%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $10 Shares 1,550 Est. Cost $5.11 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $10 Shares 58 Est. Cost $164.32 Unrealized -3.1%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value ($000) $10 Shares 151 Est. Cost $64.09 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $10 Shares 47 Est. Cost $225.20 Unrealized +1.0%
MFA MFA FINL INC COM 0.0%
Value ($000) $10 Shares 1,105 Est. Cost $10.06 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $10 Shares 94 Est. Cost $110.56 Unrealized
SKYX SKYX PLATFORMS CORP COM 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.44 Unrealized +3.3%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $9 Shares 280 Est. Cost $39.99 Unrealized -5.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $9 Shares 47 Est. Cost $235.74 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $9 Shares 447 Est. Cost $30.91 Unrealized -23.8%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $9 Shares 110 Est. Cost $103.77 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $9 Shares 835 Est. Cost $12.14 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $9 Shares 923 Est. Cost $9.54 Unrealized -3.2%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $9 Shares 248 Est. Cost $32.55 Unrealized -3.2%
GLW CORNING INC COM 0.0%
Value ($000) $9 Shares 213 Est. Cost $35.22 Unrealized +37.9%
PFE PFIZER INC COM 0.0%
Value ($000) $9 Shares 398 Est. Cost $36.17 Unrealized -31.7%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $9 Shares 124 Est. Cost $88.54 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $9 Shares 13 Est. Cost $669.07 Unrealized +6.8%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $191.52 Unrealized +9.4%
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.0%
Value ($000) $8 Shares 427 Est. Cost $15.53 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $8 Shares 272 Est. Cost $57.14 Unrealized -40.4%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 283 Est. Cost $33.91 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $7 Shares 79 Est. Cost $80.40 Unrealized +14.8%
INTU INTUIT COM 0.0%
Value ($000) $7 Shares 12 Est. Cost $567.91 Unrealized +5.2%
MET METLIFE INC COM 0.0%
Value ($000) $7 Shares 98 Est. Cost $53.47 Unrealized +51.8%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $7 Shares 48 Est. Cost $129.09 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $7 Shares 136 Est. Cost $54.14 Unrealized +2.5%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $7 Shares 20 Est. Cost $226.99 Unrealized +40.7%
EQT EQT CORP COM 0.0%
Value ($000) $7 Shares 138 Est. Cost $40.68 Unrealized +24.2%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $7 Shares 146 Est. Cost $38.43 Unrealized +58.5%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $7 Shares 63 Est. Cost $135.57 Unrealized
MACKENZIE RLTY CAP INC COM 0.0%
Value ($000) $7 Shares 5,291 Est. Cost $1.27 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $216.25 Unrealized -3.1%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $7 Shares 22 Est. Cost $286.33 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $197.78 Unrealized 0.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $6 Shares 144 Est. Cost $51.57 Unrealized -5.3%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $195.24 Unrealized +138.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $6 Shares 238 Est. Cost $18.74 Unrealized +42.5%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $6 Shares 67 Est. Cost $87.83 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $156.00 Unrealized -2.7%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $6 Shares 59 Est. Cost $104.35 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $6 Shares 24 Est. Cost $241.42 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $6 Shares 84 Est. Cost $76.44 Unrealized -1.1%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $6 Shares 26 Est. Cost $231.86 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $188.91 Unrealized -2.1%
MMM 3M CO COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $131.22 Unrealized +10.2%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $225.66 Unrealized +51.9%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $6 Shares 589 Est. Cost $9.46 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $6 Shares 60 Est. Cost $123.26 Unrealized -8.6%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 75 Est. Cost $90.37 Unrealized
RH RH COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $378.66 Unrealized -8.6%
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $281.60 Unrealized 0.0%
BKF ISHARES MSCI BIC ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $37.91 Unrealized
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $6 Shares 102 Est. Cost $61.19 Unrealized +0.9%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $6 Shares 12 Est. Cost $507.58 Unrealized 0.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $6 Shares 265 Est. Cost $36.44 Unrealized -29.8%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $6 Shares 77 Est. Cost $77.78 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $6 Shares 66 Est. Cost $84.70 Unrealized +3.2%
MCK MCKESSON CORP COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $615.89 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $6 Shares 13 Est. Cost $441.57 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 123 Est. Cost $44.14 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.52 Unrealized +63.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $87.00 Unrealized +15.5%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $54.11 Unrealized +7.1%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $5 Shares 367 Est. Cost $13.43 Unrealized +44.5%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $5 Shares 54 Est. Cost $111.68 Unrealized -4.0%
SH PROSHARES SHORT S&P500 0.0%
Value ($000) $5 Shares 114 Est. Cost $41.95 Unrealized
CION CION INVT CORP COM 0.0%
Value ($000) $5 Shares 567 Est. Cost $6.46 Unrealized +52.5%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $5 Shares 33 Est. Cost $180.58 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $5 Shares 197 Est. Cost $34.87 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $5 Shares 77 Est. Cost $71.08 Unrealized +20.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $116.23 Unrealized
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $184.81 Unrealized -21.3%
EOG EOG RES INC COM 0.0%
Value ($000) $5 Shares 44 Est. Cost $125.12 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $5 Shares 7 Est. Cost $714.43 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $5 Shares 85 Est. Cost $203.59 Unrealized -63.3%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $5 Shares 21 Est. Cost $160.29 Unrealized +32.2%
SNA SNAP ON INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $269.89 Unrealized +22.9%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $4 Shares 131 Est. Cost $29.04 Unrealized +37.4%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $77.52 Unrealized -25.2%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $4 Shares 89 Est. Cost $34.56 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $4 Shares 64 Est. Cost $74.85 Unrealized -0.5%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 39 Est. Cost $121.38 Unrealized
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $4 Shares 259 Est. Cost $39.55 Unrealized -25.7%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $4 Shares 31 Est. Cost $118.43 Unrealized +4.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $245.53 Unrealized +1.7%
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $4 Shares 666 Est. Cost $4.48 Unrealized +219.5%
VFC V F CORP COM 0.0%
Value ($000) $4 Shares 329 Est. Cost $32.31 Unrealized -31.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $4 Shares 8 Est. Cost $547.53 Unrealized -1.4%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $4 Shares 66 Est. Cost $55.99 Unrealized -5.8%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 66 Est. Cost $78.05 Unrealized +23.9%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $41.08 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $269.46 Unrealized +9.6%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $3 Shares 60 Est. Cost $55.48 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $3 Shares 21 Est. Cost $150.51 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $3 Shares 8 Est. Cost $522.72 Unrealized -7.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $156.24 Unrealized +3.7%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $231.96 Unrealized +5.7%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $248.46 Unrealized -3.7%
HPQ HP INC COM 0.0%
Value ($000) $3 Shares 135 Est. Cost $27.36 Unrealized +11.0%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $3 Shares 90 Est. Cost $66.67 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $315.96 Unrealized -9.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $3 Shares 83 Est. Cost $46.60 Unrealized -5.2%
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value ($000) $3 Shares 179 Est. Cost $17.65 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $3 Shares 47 Est. Cost $44.22 Unrealized +48.6%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $3 Shares 350 Est. Cost $7.94 Unrealized +39.7%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 38 Est. Cost $73.28 Unrealized +3.9%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $72.41 Unrealized +32.2%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $3 Shares 19 Est. Cost $189.31 Unrealized -3.2%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $3 Shares 78 Est. Cost $39.41 Unrealized +11.1%
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $3 Shares 205 Est. Cost $12.14 Unrealized +54.7%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $130.28 Unrealized +27.9%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $945.64 Unrealized -27.6%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $3 Shares 93 Est. Cost $22.78 Unrealized +64.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 34 Est. Cost $79.18 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $206.19 Unrealized +17.9%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $3 Shares 31 Est. Cost $89.91 Unrealized -3.9%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $3 Shares 43 Est. Cost $61.77 Unrealized -7.9%
PPG PPG INDS INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $121.53 Unrealized -7.3%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $86.45 Unrealized +25.0%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $3 Shares 60 Est. Cost $28.47 Unrealized +84.6%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $185.39 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.40 Unrealized 0.0%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $2 Shares 143 Est. Cost $13.47 Unrealized +48.7%
EIX EDISON INTL COM 0.0%
Value ($000) $2 Shares 43 Est. Cost $78.36 Unrealized -30.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $101.62 Unrealized -9.4%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $2 Shares 209 Est. Cost $16.34 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $94.12 Unrealized -15.5%
UDR UDR INC COM 0.0%
Value ($000) $2 Shares 59 Est. Cost $44.31 Unrealized -6.6%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $369.58 Unrealized -5.8%
RC READY CAPITAL CORP COM 0.0%
Value ($000) $2 Shares 531 Est. Cost $4.47 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $147.97 Unrealized -20.7%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $2 Shares 32 Est. Cost $102.84 Unrealized -1.4%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $2 Shares 84 Est. Cost $25.44 Unrealized
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $101.05 Unrealized +30.4%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $2 Shares 69 Est. Cost $35.67 Unrealized
TFII TFI INTL INC COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $143.03 Unrealized -22.6%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $657.62 Unrealized -5.0%
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $2 Shares 92 Est. Cost $24.08 Unrealized 0.0%
CME CME GROUP INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $219.66 Unrealized +10.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $2 Shares 269 Est. Cost $17.47 Unrealized -40.1%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 73 Est. Cost $47.04 Unrealized -23.5%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $2 Shares 208 Est. Cost $10.10 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $30.70 Unrealized -7.7%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.21 Unrealized -2.9%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $2 Shares 99 Est. Cost $28.49 Unrealized -28.5%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $23.08 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $2 Shares 39 Est. Cost $52.08 Unrealized +5.0%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $2 Shares 136 Est. Cost $17.41 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $2 Shares 32 Est. Cost $262.23 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $153.20 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $37.77 Unrealized
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $1 Shares 16 Est. Cost $105.10 Unrealized -5.5%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $84.16 Unrealized -90.7%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $1 Shares 36 Est. Cost $43.61 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $28.93 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 94 Est. Cost $15.70 Unrealized -1.1%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $90.89 Unrealized -81.3%
HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 0.0%
Value ($000) $1 Shares 46 Est. Cost $26.70 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.41 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $54.12 Unrealized -13.5%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $90.40 Unrealized +13.9%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $28.55 Unrealized +11.7%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $1 Shares 26 Est. Cost $125.59 Unrealized -66.2%
TGT TARGET CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $169.68 Unrealized -29.2%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.24 Unrealized +48.5%
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $1 Shares 1,499 Est. Cost $5.02 Unrealized -77.0%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.78 Unrealized -2.1%
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $26.46 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.18 Unrealized -0.9%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $1 Shares 4 Est. Cost $157.00 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.78 Unrealized
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 399 Est. Cost $6.97 Unrealized -70.3%
FBND FIDELITY TOTAL BOND ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $45.40 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $46.14 Unrealized -1.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 142 Est. Cost $11.31 Unrealized -55.9%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $97.46 Unrealized -25.4%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $0 Shares 51 Est. Cost $4.07 Unrealized +206.1%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 35 Est. Cost $25.33 Unrealized -40.3%
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.32 Unrealized +198.7%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.90 Unrealized -6.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $119.52 Unrealized -91.5%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.25 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.50 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.30 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $140.81 Unrealized +20.5%
ENFY ENLIGHTIFY INC COM NEW 0.0%
Value ($000) $0 Shares 121 Est. Cost $7.99 Unrealized -85.8%
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.71 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $290.67 Unrealized
VVOS VIVOS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 49 Est. Cost $8.58 Unrealized -54.2%
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.60 Unrealized
GWRS GLOBAL WTR RES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.85 Unrealized -7.1%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.32 Unrealized
GLDG GOLDMINING INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.84 Unrealized -2.4%
ICL ICL GROUP LTD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.47 Unrealized +31.6%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.41 Unrealized +10.3%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.00 Unrealized
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