Kozak & Associates, Inc. Diversified Active

CIK: 0001764970 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 10, 2025

Total Value ($000): $490,654 (100.0% shares, 0.0% debt)

Holdings (411)

IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF 13.3%
Value ($000) $65,209 Shares 682,461 Est. Cost $14.84 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 12.4%
Value ($000) $60,751 Shares 578,420 Est. Cost $83.92 Unrealized
SPY SPDR S&P 500 ETF TRUST 9.1%
Value ($000) $44,687 Shares 71,606 Est. Cost $389.85 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 8.3%
Value ($000) $40,936 Shares 73,592 Est. Cost $330.04 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 6.3%
Value ($000) $30,747 Shares 320,284 Est. Cost $29.87 Unrealized
IYG ISHARES US FINANCIAL SERVICES ETF 5.6%
Value ($000) $27,554 Shares 319,466 Est. Cost $92.08 Unrealized
MSFT MICROSOFT CORP COM 5.5%
Value ($000) $27,023 Shares 53,670 Est. Cost $271.30 Unrealized +59.4%
NVDA NVIDIA CORPORATION COM 5.2%
Value ($000) $25,650 Shares 157,477 Est. Cost $93.43 Unrealized +34.7%
SMH VANECK SEMICONDUCTOR ETF 4.3%
Value ($000) $21,322 Shares 74,706 Est. Cost $183.89 Unrealized
COST COSTCO WHSL CORP NEW COM 4.1%
Value ($000) $19,908 Shares 20,271 Est. Cost $575.19 Unrealized +72.2%
AAPL APPLE INC COM 4.0%
Value ($000) $19,388 Shares 91,825 Est. Cost $156.80 Unrealized +28.4%
AMZN AMAZON COM INC COM 4.0%
Value ($000) $19,383 Shares 87,098 Est. Cost $144.34 Unrealized +37.1%
IYJ ISHARES U.S. INDUSTRIALS ETF 3.9%
Value ($000) $19,204 Shares 132,637 Est. Cost $135.67 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 3.4%
Value ($000) $16,671 Shares 123,039 Est. Cost $127.61 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.6%
Value ($000) $2,964 Shares 32,107 Est. Cost $64.12 Unrealized +29.7%
JPM JPMORGAN CHASE & CO. COM 0.4%
Value ($000) $2,055 Shares 7,259 Est. Cost $114.48 Unrealized +120.7%
NFLX NETFLIX INC COM 0.4%
Value ($000) $1,996 Shares 1,549 Est. Cost $53.62 Unrealized +110.9%
AVGO BROADCOM INC COM 0.4%
Value ($000) $1,884 Shares 6,779 Est. Cost $167.84 Unrealized +28.6%
V VISA INC COM CL A 0.3%
Value ($000) $1,579 Shares 4,413 Est. Cost $224.72 Unrealized +54.4%
META META PLATFORMS INC CL A 0.3%
Value ($000) $1,392 Shares 1,899 Est. Cost $295.66 Unrealized +108.6%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $1,386 Shares 14,923 Est. Cost $77.87 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,352 Shares 8,837 Est. Cost $107.32 Unrealized +27.7%
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $1,311 Shares 7,381 Est. Cost $115.82 Unrealized +42.3%
NOW SERVICENOW INC COM 0.2%
Value ($000) $981 Shares 968 Est. Cost $131.10 Unrealized +43.9%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.2%
Value ($000) $973 Shares 14,079 Est. Cost $68.14 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $924 Shares 4,849 Est. Cost $156.70 Unrealized +16.6%
WM WASTE MGMT INC DEL COM 0.2%
Value ($000) $915 Shares 4,052 Est. Cost $229.03 Unrealized +0.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $867 Shares 8,429 Est. Cost $95.20 Unrealized
BX BLACKSTONE INC COM 0.2%
Value ($000) $861 Shares 5,425 Est. Cost $54.76 Unrealized +146.7%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $774 Shares 2,438 Est. Cost $147.34 Unrealized +89.6%
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $745 Shares 4,731 Est. Cost $126.31 Unrealized +27.3%
HD HOME DEPOT INC COM 0.2%
Value ($000) $742 Shares 2,001 Est. Cost $265.40 Unrealized +34.1%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $727 Shares 4,118 Est. Cost $119.06 Unrealized +37.2%
DE DEERE & CO COM 0.1%
Value ($000) $706 Shares 1,387 Est. Cost $374.12 Unrealized +29.6%
CRM SALESFORCE INC COM 0.1%
Value ($000) $697 Shares 2,574 Est. Cost $194.04 Unrealized +37.1%
BLK BLACKROCK INC COM 0.1%
Value ($000) $693 Shares 636 Est. Cost $843.32 Unrealized +10.6%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $684 Shares 2,336 Est. Cost $197.67 Unrealized +53.6%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $654 Shares 2,722 Est. Cost $214.65 Unrealized +13.5%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $643 Shares 1,598 Est. Cost $181.59 Unrealized +82.2%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $592 Shares 2,714 Est. Cost $183.78 Unrealized +0.7%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $586 Shares 1,265 Est. Cost $330.74 Unrealized +38.8%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $545 Shares 2,524 Est. Cost $95.09 Unrealized +114.8%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $526 Shares 1,884 Est. Cost $145.74 Unrealized +71.0%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $510 Shares 4,480 Est. Cost $52.27 Unrealized +99.9%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $497 Shares 7,169 Est. Cost $37.85 Unrealized +59.6%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $479 Shares 1,912 Est. Cost $62.95 Unrealized +247.2%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $440 Shares 2,650 Est. Cost $86.71 Unrealized +70.3%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $432 Shares 2,712 Est. Cost $122.64 Unrealized +18.2%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $418 Shares 780 Est. Cost $133.68 Unrealized +211.2%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $405 Shares 5,493 Est. Cost $66.76 Unrealized +2.0%
ADBE ADOBE INC COM 0.1%
Value ($000) $403 Shares 1,078 Est. Cost $490.06 Unrealized -21.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $387 Shares 6,912 Est. Cost $61.56 Unrealized -17.4%
BAC BANK AMERICA CORP COM 0.1%
Value ($000) $360 Shares 7,676 Est. Cost $24.24 Unrealized +71.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $358 Shares 1,183 Est. Cost $349.46 Unrealized +7.3%
CSX CSX CORP COM 0.1%
Value ($000) $357 Shares 10,696 Est. Cost $29.07 Unrealized +2.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $352 Shares 1,493 Est. Cost $98.85 Unrealized +62.7%
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $342 Shares 3,019 Est. Cost $104.10 Unrealized +0.3%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $330 Shares 3,204 Est. Cost $44.24 Unrealized +128.7%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.1%
Value ($000) $317 Shares 2,777 Est. Cost $61.05 Unrealized +63.8%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $317 Shares 713 Est. Cost $320.87 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $314 Shares 450 Est. Cost $220.68 Unrealized +159.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $311 Shares 2,656 Est. Cost $105.52 Unrealized +9.4%
TSLA TESLA INC COM 0.1%
Value ($000) $306 Shares 1,033 Est. Cost $278.25 Unrealized +8.3%
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $297 Shares 1,891 Est. Cost $204.14 Unrealized -32.1%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $294 Shares 1,233 Est. Cost $169.08 Unrealized +18.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $292 Shares 1,008 Est. Cost $119.20 Unrealized +112.9%
KO COCA COLA CO COM 0.1%
Value ($000) $279 Shares 4,017 Est. Cost $45.26 Unrealized +54.2%
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $266 Shares 3,918 Est. Cost $59.33 Unrealized +14.3%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $265 Shares 1,696 Est. Cost $130.32 Unrealized +15.7%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $259 Shares 3,614 Est. Cost $52.37 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $245 Shares 1,645 Est. Cost $57.55 Unrealized +112.5%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $238 Shares 4,120 Est. Cost $35.32 Unrealized +63.3%
MEG MONTROSE ENVIRONMENTAL GROUP I COM 0.0%
Value ($000) $237 Shares 10,000 Est. Cost $52.31 Unrealized -65.7%
RTX RTX CORPORATION COM 0.0%
Value ($000) $232 Shares 1,587 Est. Cost $79.62 Unrealized +65.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $230 Shares 1,507 Est. Cost $127.27 Unrealized +15.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $219 Shares 8,378 Est. Cost $48.18 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $212 Shares 672 Est. Cost $108.33 Unrealized +202.4%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $206 Shares 3,565 Est. Cost $46.91 Unrealized +19.3%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $199 Shares 7,554 Est. Cost $25.93 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $194 Shares 9,085 Est. Cost $18.24 Unrealized
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $191 Shares 1,441 Est. Cost $115.60 Unrealized -0.7%
PEP PEPSICO INC COM 0.0%
Value ($000) $187 Shares 1,387 Est. Cost $136.12 Unrealized -3.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $184 Shares 1,160 Est. Cost $193.02 Unrealized -18.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $181 Shares 2,012 Est. Cost $81.27 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $179 Shares 373 Est. Cost $308.71 Unrealized +64.5%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $178 Shares 1,474 Est. Cost $144.73 Unrealized -29.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $177 Shares 575 Est. Cost $306.09 Unrealized -7.3%
MRK MERCK & CO INC COM 0.0%
Value ($000) $170 Shares 2,034 Est. Cost $68.60 Unrealized +12.8%
FDX FEDEX CORP COM 0.0%
Value ($000) $160 Shares 678 Est. Cost $251.51 Unrealized -14.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $159 Shares 1,268 Est. Cost $116.46 Unrealized +1.1%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $146 Shares 2,700 Est. Cost $9.69 Unrealized +298.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $142 Shares 264 Est. Cost $245.17 Unrealized +100.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $139 Shares 222 Est. Cost $534.12 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $134 Shares 1,006 Est. Cost $101.65 Unrealized +28.5%
T AT&T INC COM 0.0%
Value ($000) $134 Shares 4,763 Est. Cost $17.25 Unrealized +56.3%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $132 Shares 2,601 Est. Cost $41.30 Unrealized +10.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $132 Shares 584 Est. Cost $198.28 Unrealized +11.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $131 Shares 507 Est. Cost $207.74 Unrealized +9.3%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $124 Shares 359 Est. Cost $388.83 Unrealized +2.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $123 Shares 1,000 Est. Cost $122.94 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $122 Shares 241 Est. Cost $394.23 Unrealized +23.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $121 Shares 3,401 Est. Cost $42.45 Unrealized -20.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $119 Shares 330 Est. Cost $158.93 Unrealized +93.0%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $118 Shares 1,000 Est. Cost $115.22 Unrealized 0.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $112 Shares 377 Est. Cost $236.18 Unrealized +17.6%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $109 Shares 1,541 Est. Cost $60.33 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $104 Shares 1,022 Est. Cost $49.44 Unrealized +109.6%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $102 Shares 723 Est. Cost $80.56 Unrealized +50.1%
MDGL MADRIGAL PHARMACEUTICALS INC COM 0.0%
Value ($000) $100 Shares 324 Est. Cost $328.59 Unrealized -9.3%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $91.94 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $96 Shares 218 Est. Cost $320.83 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $92 Shares 926 Est. Cost $85.67 Unrealized -7.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $91 Shares 5,135 Est. Cost $15.57 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $91 Shares 423 Est. Cost $156.02 Unrealized +43.0%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $89 Shares 379 Est. Cost $372.77 Unrealized -26.1%
RY ROYAL BK CDA COM 0.0%
Value ($000) $86 Shares 649 Est. Cost $101.90 Unrealized +20.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $85 Shares 2,678 Est. Cost $28.93 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $83 Shares 1,454 Est. Cost $51.82 Unrealized -2.4%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $81.28 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $81 Shares 807 Est. Cost $100.37 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $80 Shares 2,860 Est. Cost $42.30 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $78 Shares 905 Est. Cost $50.28 Unrealized +41.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $77 Shares 838 Est. Cost $81.63 Unrealized +7.8%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $75 Shares 265 Est. Cost $262.73 Unrealized
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value ($000) $73 Shares 905 Est. Cost $52.87 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $72 Shares 572 Est. Cost $175.10 Unrealized -25.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $72 Shares 332 Est. Cost $168.84 Unrealized +3.2%
KR KROGER CO COM 0.0%
Value ($000) $71 Shares 1,017 Est. Cost $53.02 Unrealized +28.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $71 Shares 516 Est. Cost $110.78 Unrealized -1.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $68 Shares 230 Est. Cost $305.51 Unrealized -0.9%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $68 Shares 2,745 Est. Cost $30.19 Unrealized -21.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $68 Shares 202 Est. Cost $211.48 Unrealized +44.5%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.0%
Value ($000) $67 Shares 2,277 Est. Cost $46.17 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $66 Shares 296 Est. Cost $235.07 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $63 Shares 257 Est. Cost $243.11 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $61 Shares 108 Est. Cost $431.94 Unrealized +27.7%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $61 Shares 2,000 Est. Cost $30.81 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $60 Shares 272 Est. Cost $240.21 Unrealized -12.4%
WMT WALMART INC COM 0.0%
Value ($000) $60 Shares 622 Est. Cost $65.36 Unrealized +45.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $60 Shares 105 Est. Cost $536.01 Unrealized
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $59 Shares 254 Est. Cost $390.57 Unrealized -39.6%
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.0%
Value ($000) $59 Shares 485 Est. Cost $105.99 Unrealized
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $57 Shares 200 Est. Cost $245.37 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $56 Shares 759 Est. Cost $125.63 Unrealized -53.0%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $53 Shares 2,877 Est. Cost $16.39 Unrealized +8.1%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $53 Shares 1,542 Est. Cost $43.02 Unrealized -31.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $52 Shares 471 Est. Cost $82.97 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $52 Shares 177 Est. Cost $255.65 Unrealized +4.9%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $51 Shares 314 Est. Cost $107.96 Unrealized +41.5%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $51 Shares 284 Est. Cost $149.58 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $50 Shares 350 Est. Cost $54.01 Unrealized +117.2%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $49 Shares 515 Est. Cost $104.36 Unrealized -18.4%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $46 Shares 1,125 Est. Cost $39.31 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $45 Shares 812 Est. Cost $42.00 Unrealized +11.7%
PCAR PACCAR INC COM 0.0%
Value ($000) $43 Shares 441 Est. Cost $56.27 Unrealized +60.8%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $42 Shares 3,238 Est. Cost $9.34 Unrealized +0.9%
BA BOEING CO COM 0.0%
Value ($000) $41 Shares 181 Est. Cost $196.91 Unrealized -4.1%
KEY KEYCORP COM 0.0%
Value ($000) $41 Shares 2,223 Est. Cost $14.78 Unrealized +1.9%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $40 Shares 121 Est. Cost $97.98 Unrealized +141.0%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value ($000) $39 Shares 1,088 Est. Cost $25.41 Unrealized
EBF ENNIS INC COM 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $17.94 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $37 Shares 382 Est. Cost $65.55 Unrealized +25.6%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $36 Shares 444 Est. Cost $51.69 Unrealized +42.5%
ZS ZSCALER INC COM 0.0%
Value ($000) $35 Shares 112 Est. Cost $249.30 Unrealized 0.0%
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $35 Shares 639 Est. Cost $47.53 Unrealized
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $35 Shares 202 Est. Cost $156.19 Unrealized -0.3%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $34 Shares 657 Est. Cost $48.10 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $34 Shares 66 Est. Cost $209.43 Unrealized +107.0%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $34 Shares 975 Est. Cost $33.54 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $33 Shares 480 Est. Cost $102.49 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $33 Shares 70 Est. Cost $448.16 Unrealized +0.9%
PODD INSULET CORP COM 0.0%
Value ($000) $32 Shares 108 Est. Cost $288.61 Unrealized 0.0%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $32 Shares 1,510 Est. Cost $12.76 Unrealized +42.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $31 Shares 1,135 Est. Cost $28.61 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) $30 Shares 97 Est. Cost $244.43 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $29 Shares 1,303 Est. Cost $28.76 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $29 Shares 254 Est. Cost $87.83 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $28 Shares 100 Est. Cost $270.79 Unrealized +6.0%
TGT TARGET CORP COM 0.0%
Value ($000) $27 Shares 263 Est. Cost $96.21 Unrealized -3.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $26 Shares 243 Est. Cost $202.35 Unrealized -58.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $26 Shares 347 Est. Cost $97.21 Unrealized -29.7%
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $25 Shares 227 Est. Cost $104.15 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $24 Shares 221 Est. Cost $80.31 Unrealized +14.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $24 Shares 168 Est. Cost $96.78 Unrealized +17.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $23 Shares 101 Est. Cost $122.32 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $22 Shares 95 Est. Cost $222.47 Unrealized -1.8%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $22 Shares 101 Est. Cost $180.40 Unrealized +0.2%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $21 Shares 1,620 Est. Cost $34.92 Unrealized -61.1%
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value ($000) $21 Shares 846 Est. Cost $24.03 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $21 Shares 359 Est. Cost $51.12 Unrealized +3.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $21 Shares 223 Est. Cost $83.88 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $20 Shares 470 Est. Cost $41.79 Unrealized +0.1%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $20 Shares 25 Est. Cost $591.51 Unrealized +30.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $19 Shares 180 Est. Cost $84.80 Unrealized +18.2%
TRMD TORM PLC SHS CL A 0.0%
Value ($000) $19 Shares 1,078 Est. Cost $15.76 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $18 Shares 225 Est. Cost $41.21 Unrealized +72.7%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $55.80 Unrealized +27.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $18 Shares 868 Est. Cost $15.18 Unrealized +8.5%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $17 Shares 284 Est. Cost $51.55 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $17 Shares 82 Est. Cost $183.87 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $17 Shares 103 Est. Cost $93.53 Unrealized +57.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $17 Shares 180 Est. Cost $90.90 Unrealized +0.3%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $16 Shares 255 Est. Cost $60.27 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $16 Shares 634 Est. Cost $25.27 Unrealized -2.2%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $16 Shares 182 Est. Cost $58.02 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $16 Shares 129 Est. Cost $59.14 Unrealized +75.5%
PEXL PACER US EXPORT LEADERS ETF 0.0%
Value ($000) $16 Shares 291 Est. Cost $49.54 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $15 Shares 426 Est. Cost $34.64 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $15 Shares 640 Est. Cost $44.03 Unrealized -52.9%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $15 Shares 404 Est. Cost $28.76 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $15 Shares 744 Est. Cost $19.17 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $14 Shares 98 Est. Cost $78.30 Unrealized +58.9%
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value ($000) $14 Shares 2,787 Est. Cost $8.82 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $14 Shares 46 Est. Cost $226.42 Unrealized +26.7%
J JACOBS SOLUTIONS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $96.06 Unrealized +27.6%
O REALTY INCOME CORP COM 0.0%
Value ($000) $13 Shares 231 Est. Cost $53.22 Unrealized +2.3%
LUCID GROUP INC COM 0.0%
Value ($000) $13 Shares 5,670 Est. Cost $3.06 Unrealized
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value ($000) $13 Shares 276 Est. Cost $40.23 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 145 Est. Cost $83.33 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $13 Shares 112 Est. Cost $93.46 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $262.47 Unrealized -26.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $12 Shares 132 Est. Cost $82.46 Unrealized +6.7%
APP APPLOVIN CORP COM CL A 0.0%
Value ($000) $12 Shares 35 Est. Cost $324.21 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 47 Est. Cost $235.74 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $12 Shares 100 Est. Cost $106.33 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $12 Shares 13 Est. Cost $669.07 Unrealized +11.9%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $12 Shares 140 Est. Cost $87.82 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $191.52 Unrealized +0.6%
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.0%
Value ($000) $12 Shares 1,593 Est. Cost $5.16 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $11 Shares 93 Est. Cost $83.60 Unrealized +11.5%
GLW CORNING INC COM 0.0%
Value ($000) $11 Shares 213 Est. Cost $35.22 Unrealized +31.5%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $11 Shares 94 Est. Cost $110.56 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value ($000) $11 Shares 110 Est. Cost $103.77 Unrealized
MFA MFA FINL INC COM 0.0%
Value ($000) $11 Shares 1,147 Est. Cost $10.05 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $11 Shares 139 Est. Cost $48.76 Unrealized +62.0%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $11 Shares 452 Est. Cost $30.81 Unrealized -30.1%
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $11 Shares 466 Est. Cost $22.72 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $10 Shares 405 Est. Cost $35.93 Unrealized -37.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $10 Shares 71 Est. Cost $121.70 Unrealized +21.2%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $10 Shares 147 Est. Cost $38.43 Unrealized +44.0%
SKYX SKYX PLATFORMS CORP COM 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.44 Unrealized -16.3%
TME TENCENT MUSIC ENTMT GROUP SPON ADS 0.0%
Value ($000) $10 Shares 506 Est. Cost $20.35 Unrealized
PRINCIPAL REAL ESTATE INCOME F SHS BEN INT 0.0%
Value ($000) $10 Shares 976 Est. Cost $10.45 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $10 Shares 1,931 Est. Cost $5.26 Unrealized
SELF GLOBAL SELF STORAGE INC COM 0.0%
Value ($000) $10 Shares 1,900 Est. Cost $5.32 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $10 Shares 835 Est. Cost $12.14 Unrealized
AI C3 AI INC CL A 0.0%
Value ($000) $10 Shares 350 Est. Cost $22.86 Unrealized 0.0%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $10 Shares 115 Est. Cost $88.54 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $9 Shares 58 Est. Cost $164.32 Unrealized -1.6%
INTU INTUIT COM 0.0%
Value ($000) $9 Shares 12 Est. Cost $567.91 Unrealized +18.8%
SAM BOSTON BEER INC CL A 0.0%
Value ($000) $9 Shares 48 Est. Cost $343.94 Unrealized -33.1%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $9 Shares 201 Est. Cost $39.99 Unrealized -5.7%
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $9 Shares 63 Est. Cost $135.57 Unrealized
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $9 Shares 274 Est. Cost $57.14 Unrealized -50.5%
NUVEEN REAL ESTATE INCOME FD COM 0.0%
Value ($000) $9 Shares 1,157 Est. Cost $7.80 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $9 Shares 287 Est. Cost $33.87 Unrealized
SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR 0.0%
Value ($000) $9 Shares 427 Est. Cost $15.53 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $9 Shares 300 Est. Cost $14.52 Unrealized +47.4%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $8 Shares 248 Est. Cost $32.55 Unrealized +1.4%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $8 Shares 107 Est. Cost $57.05 Unrealized 0.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $226.99 Unrealized +58.0%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $104.69 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $7 Shares 36 Est. Cost $188.91 Unrealized -1.7%
RH RH COM 0.0%
Value ($000) $7 Shares 35 Est. Cost $378.66 Unrealized -51.0%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $7 Shares 79 Est. Cost $80.40 Unrealized +14.8%
MMM 3M CO COM 0.0%
Value ($000) $7 Shares 45 Est. Cost $131.44 Unrealized +7.5%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $113.00 Unrealized -9.4%
VCTR VICTORY CAP HLDGS INC COM CL A 0.0%
Value ($000) $7 Shares 102 Est. Cost $61.19 Unrealized -3.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $7 Shares 138 Est. Cost $54.04 Unrealized -12.6%
RMBS RAMBUS INC DEL COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $53.58 Unrealized 0.0%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $225.66 Unrealized +32.4%
F FORD MTR CO COM 0.0%
Value ($000) $6 Shares 530 Est. Cost $9.54 Unrealized +3.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $195.24 Unrealized +136.0%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $6 Shares 55 Est. Cost $111.47 Unrealized -10.1%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $6 Shares 65 Est. Cost $90.37 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $6 Shares 267 Est. Cost $36.44 Unrealized -43.6%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $6 Shares 66 Est. Cost $84.70 Unrealized -1.4%
XYZ BLOCK INC CL A 0.0%
Value ($000) $6 Shares 85 Est. Cost $203.59 Unrealized -71.4%
MCK MCKESSON CORP COM 0.0%
Value ($000) $6 Shares 8 Est. Cost $615.89 Unrealized +14.3%
PHR PHREESIA INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.38 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $6 Shares 77 Est. Cost $71.08 Unrealized -2.2%
CION CION INVT CORP COM 0.0%
Value ($000) $6 Shares 590 Est. Cost $6.54 Unrealized +29.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $116.23 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $5 Shares 53 Est. Cost $123.26 Unrealized -23.7%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $184.81 Unrealized -37.6%
ECOR ELECTROCORE INC COM NEW 0.0%
Value ($000) $5 Shares 666 Est. Cost $4.48 Unrealized +27.6%
MASS 908 DEVICES INC COM 0.0%
Value ($000) $5 Shares 750 Est. Cost $5.56 Unrealized 0.0%
VSCO VICTORIAS SECRET AND CO COMMON STOCK 0.0%
Value ($000) $5 Shares 259 Est. Cost $39.55 Unrealized -50.6%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $348.34 Unrealized +6.7%
JPMB JPMORGAN USD EMERGING MARKETS SOVEREIGN BOND ETF 0.0%
Value ($000) $5 Shares 126 Est. Cost $38.85 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $5 Shares 93 Est. Cost $51.57 Unrealized -8.7%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $5 Shares 21 Est. Cost $160.29 Unrealized +37.3%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $5 Shares 64 Est. Cost $74.85 Unrealized -5.4%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $5 Shares 131 Est. Cost $29.04 Unrealized +16.9%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value ($000) $5 Shares 350 Est. Cost $7.94 Unrealized +32.9%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $5 Shares 91 Est. Cost $54.10 Unrealized -0.6%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $5 Shares 90 Est. Cost $34.74 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $32.40 Unrealized +3.4%
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $2.58 Unrealized 0.0%
SH PROSHARES SHORT S&P500 0.0%
Value ($000) $5 Shares 115 Est. Cost $41.95 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $4 Shares 14 Est. Cost $272.94 Unrealized +14.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $77.52 Unrealized -17.2%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.08 Unrealized -12.7%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $4 Shares 52 Est. Cost $76.44 Unrealized +0.2%
VFC V F CORP COM 0.0%
Value ($000) $4 Shares 332 Est. Cost $32.31 Unrealized -61.6%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $64.89 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $4 Shares 93 Est. Cost $22.78 Unrealized +58.7%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $4 Shares 15 Est. Cost $248.46 Unrealized -6.2%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $130.28 Unrealized +20.9%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $4 Shares 67 Est. Cost $55.95 Unrealized -5.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $4 Shares 21 Est. Cost $150.51 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $4 Shares 60 Est. Cost $55.48 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $4 Shares 133 Est. Cost $18.74 Unrealized +42.8%
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $94.12 Unrealized -33.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $44.22 Unrealized +58.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $4 Shares 11 Est. Cost $269.46 Unrealized +12.2%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $3 Shares 90 Est. Cost $66.67 Unrealized
MACKENZIE RLTY CAP INC COM 0.0%
Value ($000) $3 Shares 5,291 Est. Cost $1.27 Unrealized
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value ($000) $3 Shares 69 Est. Cost $35.67 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV SHS 0.0%
Value ($000) $3 Shares 205 Est. Cost $12.14 Unrealized +29.7%
ONON ON HLDG AG NAMEN AKT A 0.0%
Value ($000) $3 Shares 60 Est. Cost $28.47 Unrealized +79.0%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $101.05 Unrealized +15.1%
FHN FIRST HORIZON CORPORATION COM 0.0%
Value ($000) $3 Shares 144 Est. Cost $13.47 Unrealized +38.8%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $3 Shares 79 Est. Cost $39.39 Unrealized -5.4%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 269 Est. Cost $17.47 Unrealized -46.6%
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $657.62 Unrealized -3.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 34 Est. Cost $79.18 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 39 Est. Cost $78.05 Unrealized -20.2%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $945.64 Unrealized -41.2%
TFII TFI INTL INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $143.03 Unrealized -40.9%
LSTR LANDSTAR SYS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $185.39 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $86.45 Unrealized +31.8%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 105 Est. Cost $28.05 Unrealized -25.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 38 Est. Cost $62.24 Unrealized +4.7%
INVESCO VALUE MUN INCOME TR COM 0.0%
Value ($000) $2 Shares 213 Est. Cost $16.26 Unrealized
UDR UDR INC COM 0.0%
Value ($000) $2 Shares 59 Est. Cost $44.31 Unrealized -8.7%
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $2 Shares 92 Est. Cost $24.08 Unrealized +3.7%
INVZ INNOVIZ TECHNOLOGIES LTD SHS 0.0%
Value ($000) $2 Shares 1,499 Est. Cost $5.02 Unrealized -82.6%
RC READY CAPITAL CORP COM 0.0%
Value ($000) $2 Shares 531 Est. Cost $4.47 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $2 Shares 43 Est. Cost $61.77 Unrealized -9.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $206.19 Unrealized +17.1%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $100.63 Unrealized -29.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 22 Est. Cost $101.24 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $2 Shares 21 Est. Cost $147.97 Unrealized -26.1%
FCPT FOUR CORNERS PPTY TR INC COM 0.0%
Value ($000) $2 Shares 85 Est. Cost $25.46 Unrealized
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD 0.0%
Value ($000) $2 Shares 110 Est. Cost $15.99 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $46.52 Unrealized -40.3%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $2 Shares 208 Est. Cost $10.10 Unrealized +3.2%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $2 Shares 39 Est. Cost $52.08 Unrealized -3.8%
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $2 Shares 138 Est. Cost $17.38 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $2 Shares 71 Est. Cost $30.64 Unrealized -13.0%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $255.95 Unrealized
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $43.61 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 76 Est. Cost $23.08 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $2 Shares 95 Est. Cost $15.69 Unrealized -6.3%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $2 Shares 250 Est. Cost $84.16 Unrealized -92.3%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $60.21 Unrealized -13.3%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $2 Shares 26 Est. Cost $125.59 Unrealized -69.2%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $2 Shares 16 Est. Cost $105.10 Unrealized -13.1%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 45 Est. Cost $29.03 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.09 Unrealized 0.0%
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 -12.1%
HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF 0.0%
Value ($000) $1 Shares 46 Est. Cost $26.70 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $28.55 Unrealized -4.3%
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $1 Shares 65 Est. Cost $90.89 Unrealized -78.6%
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $41.24 Unrealized +60.5%
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $53.47 Unrealized +41.8%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $1 Shares 31 Est. Cost $24.85 Unrealized +8.5%
BAMV BROOKSTONE VALUE STOCK ETF 0.0%
Value ($000) $1 Shares 29 Est. Cost $32.17 Unrealized
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.55 Unrealized
BAMO BROOKSTONE OPPORTUNITIES ETF 0.0%
Value ($000) $1 Shares 26 Est. Cost $31.27 Unrealized
BAMA BROOKSTONE ACTIVE ETF 0.0%
Value ($000) $1 Shares 24 Est. Cost $32.08 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $135.18 Unrealized -18.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $68.78 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $44.14 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 142 Est. Cost $11.31 Unrealized -65.7%
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $1 Shares 4 Est. Cost $157.00 Unrealized
WRAP WRAP TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 399 Est. Cost $6.97 Unrealized -78.4%
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 +5.0%
RAL RALLIANT CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $49.24 Unrealized 0.0%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $0 Shares 6 Est. Cost $97.46 Unrealized -20.9%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost $119.52 Unrealized -93.9%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.90 Unrealized -26.4%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $47.25 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 35 Est. Cost $25.33 Unrealized -59.5%
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $0 Shares 25 Est. Cost $6.32 Unrealized +104.7%
VVOS VIVOS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 49 Est. Cost $8.58 Unrealized -70.6%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $20.30 Unrealized
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
ENFY ENLIGHTIFY INC COM NEW 0.0%
Value ($000) $0 Shares 121 Est. Cost $7.99 Unrealized -86.9%
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $20.60 Unrealized
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $216.25 Unrealized -8.0%
GWRS GLOBAL WTR RES INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.85 Unrealized -15.4%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.32 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $48.79 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $84.33 Unrealized -13.9%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $46.60 Unrealized -12.5%
GLDG GOLDMINING INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $0.84 Unrealized -6.9%
ICL ICL GROUP LTD SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.47 Unrealized +46.0%
WTTR SELECT WATER SOLUTIONS INC CL A COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.00 Unrealized
APA APA CORPORATION COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.87 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.46 Unrealized
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.41 Unrealized -39.8%
WIT WIPRO LTD SPON ADR 1 SH 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.00 Unrealized
SUNNOVA ENERGY INTL INC. COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized
NNDM NANO DIMENSION LTD SPONSORD ADS NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $1.00 Unrealized