Sound View Wealth Advisors Group, LLC Diversified Active

CIK: 0001784777 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $728,649 (100.0% shares, 0.0% debt)

Holdings (365)

AAPL APPLE INC 5.6%
Value ($000) $40,594 Shares 246,172 Est. Cost $118.44 Unrealized +22.8%
MSFT MICROSOFT CORP 3.3%
Value ($000) $24,141 Shares 83,737 Est. Cost $165.88 Unrealized +50.4%
IBDR ISHARES TR 2.6%
Value ($000) $19,187 Shares 808,543 Est. Cost $25.28 Unrealized
ISHARES TR 2.5%
Value ($000) $18,325 Shares 747,038 Est. Cost $25.78 Unrealized
ISHARES TR 2.3%
Value ($000) $16,548 Shares 672,951 Est. Cost $25.30 Unrealized
ISHARES TR 2.1%
Value ($000) $15,260 Shares 605,799 Est. Cost $25.19 Unrealized
SCHX SCHWAB STRATEGIC TR 2.1%
Value ($000) $15,191 Shares 314,054 Est. Cost $61.16 Unrealized
IBDS ISHARES TR 2.1%
Value ($000) $15,047 Shares 631,705 Est. Cost $24.42 Unrealized
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $13,249 Shares 89,102 Est. Cost $107.31 Unrealized +24.1%
SCHD SCHWAB STRATEGIC TR 1.8%
Value ($000) $12,931 Shares 176,747 Est. Cost $70.26 Unrealized
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $12,443 Shares 80,280 Est. Cost $125.27 Unrealized +18.1%
VIG VANGUARD SPECIALIZED FUNDS 1.7%
Value ($000) $12,345 Shares 80,156 Est. Cost $137.05 Unrealized
VOO VANGUARD INDEX FDS 1.4%
Value ($000) $9,840 Shares 26,166 Est. Cost $387.77 Unrealized
LLY LILLY ELI & CO 1.3%
Value ($000) $9,640 Shares 28,071 Est. Cost $153.39 Unrealized +115.1%
HD HOME DEPOT INC 1.3%
Value ($000) $9,433 Shares 31,965 Est. Cost $204.37 Unrealized +39.3%
DGRO ISHARES TR 1.3%
Value ($000) $9,404 Shares 188,121 Est. Cost $50.25 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $9,172 Shares 88,801 Est. Cost $115.98 Unrealized -16.7%
ABBV ABBVIE INC 1.2%
Value ($000) $8,465 Shares 53,112 Est. Cost $79.73 Unrealized +73.2%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $7,898 Shares 60,612 Est. Cost $103.18 Unrealized +24.2%
KO COCA COLA CO 1.1%
Value ($000) $7,845 Shares 126,473 Est. Cost $44.49 Unrealized +24.5%
TSLA TESLA INC 1.1%
Value ($000) $7,697 Shares 37,100 Est. Cost $249.76 Unrealized -30.2%
VGT VANGUARD WORLD FDS 1.0%
Value ($000) $7,495 Shares 19,444 Est. Cost $325.39 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $7,229 Shares 25,854 Est. Cost $182.81 Unrealized +37.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $6,915 Shares 146,142 Est. Cost $43.17 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $6,831 Shares 28,258 Est. Cost $180.34 Unrealized +24.2%
QQQ INVESCO QQQ TR 0.9%
Value ($000) $6,688 Shares 20,839 Est. Cost $318.44 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $6,649 Shares 63,937 Est. Cost $105.06 Unrealized -8.8%
PEP PEPSICO INC 0.9%
Value ($000) $6,544 Shares 35,898 Est. Cost $119.05 Unrealized +33.3%
EPD ENTERPRISE PRODS PARTNERS L 0.9%
Value ($000) $6,520 Shares 251,749 Est. Cost $24.39 Unrealized
SO SOUTHERN CO 0.9%
Value ($000) $6,411 Shares 92,139 Est. Cost $45.23 Unrealized +34.1%
DIA SPDR DOW JONES INDL AVERAGE 0.9%
Value ($000) $6,379 Shares 19,178 Est. Cost $316.47 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value ($000) $6,234 Shares 30,543 Est. Cost $209.91 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $6,137 Shares 57,681 Est. Cost $69.27 Unrealized +42.5%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $6,006 Shares 36,809 Est. Cost $102.21 Unrealized +45.2%
IWF ISHARES TR 0.8%
Value ($000) $5,685 Shares 23,267 Est. Cost $198.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $5,590 Shares 18,103 Est. Cost $229.61 Unrealized +34.2%
PFE PFIZER INC 0.7%
Value ($000) $5,346 Shares 131,034 Est. Cost $31.40 Unrealized +16.4%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $5,220 Shares 18,794 Est. Cost $18.23 Unrealized +18.6%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $5,102 Shares 46,527 Est. Cost $69.17 Unrealized +44.8%
V VISA INC 0.6%
Value ($000) $4,496 Shares 19,944 Est. Cost $187.81 Unrealized +16.0%
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $4,383 Shares 31,732 Est. Cost $119.70 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $4,363 Shares 41,355 Est. Cost $107.16 Unrealized
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $4,272 Shares 31,827 Est. Cost $103.50 Unrealized +12.3%
WMT WALMART INC 0.6%
Value ($000) $4,211 Shares 28,557 Est. Cost $37.46 Unrealized +22.2%
GOOGL ALPHABET INC 0.5%
Value ($000) $3,990 Shares 38,467 Est. Cost $103.96 Unrealized -8.4%
AVGO BROADCOM INC 0.5%
Value ($000) $3,936 Shares 6,135 Est. Cost $35.34 Unrealized +63.0%
AGG ISHARES TR 0.5%
Value ($000) $3,896 Shares 39,098 Est. Cost $113.72 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $3,815 Shares 9,318 Est. Cost $427.46 Unrealized
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $3,753 Shares 16,446 Est. Cost $163.42 Unrealized +33.2%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $3,747 Shares 48,607 Est. Cost $65.82 Unrealized +7.3%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $3,740 Shares 96,166 Est. Cost $38.66 Unrealized -15.4%
IBTE ISHARES TR 0.5%
Value ($000) $3,650 Shares 152,023 Est. Cost $23.86 Unrealized
IWR ISHARES TR 0.5%
Value ($000) $3,587 Shares 51,307 Est. Cost $76.07 Unrealized
DNP SELECT INCOME FD INC 0.5%
Value ($000) $3,586 Shares 325,365 Est. Cost $11.48 Unrealized
ISTB ISHARES TR 0.5%
Value ($000) $3,549 Shares 75,259 Est. Cost $49.84 Unrealized
EMR EMERSON ELEC CO 0.5%
Value ($000) $3,547 Shares 40,705 Est. Cost $72.88 Unrealized +13.3%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $3,429 Shares 49,467 Est. Cost $50.05 Unrealized +22.9%
GIS GENERAL MLS INC 0.5%
Value ($000) $3,414 Shares 39,951 Est. Cost $45.99 Unrealized +56.5%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $3,077 Shares 6,512 Est. Cost $343.73 Unrealized +33.0%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $3,069 Shares 16,497 Est. Cost $132.83 Unrealized +21.5%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $3,045 Shares 23,519 Est. Cost $130.94 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $2,903 Shares 22,752 Est. Cost $100.29 Unrealized +16.1%
PFF ISHARES TR 0.4%
Value ($000) $2,877 Shares 92,138 Est. Cost $36.89 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $2,869 Shares 14,347 Est. Cost $153.72 Unrealized +25.0%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $2,791 Shares 28,695 Est. Cost $71.65 Unrealized +21.4%
NOBL PROSHARES TR 0.4%
Value ($000) $2,750 Shares 30,139 Est. Cost $77.07 Unrealized
DEO DIAGEO PLC 0.4%
Value ($000) $2,735 Shares 15,094 Est. Cost $172.12 Unrealized
VHT VANGUARD WORLD FDS 0.4%
Value ($000) $2,622 Shares 10,996 Est. Cost $220.81 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $2,615 Shares 5,531 Est. Cost $348.05 Unrealized +24.5%
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $2,582 Shares 17,095 Est. Cost $167.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $2,561 Shares 4,442 Est. Cost $346.12 Unrealized +61.4%
INTC INTEL CORP 0.4%
Value ($000) $2,560 Shares 78,360 Est. Cost $41.80 Unrealized -34.1%
ABT ABBOTT LABS 0.3%
Value ($000) $2,523 Shares 24,912 Est. Cost $78.14 Unrealized +28.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $2,452 Shares 4,934 Est. Cost $400.28 Unrealized +17.7%
AFL AFLAC INC 0.3%
Value ($000) $2,407 Shares 37,312 Est. Cost $43.56 Unrealized +47.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $2,345 Shares 23,951 Est. Cost $69.68 Unrealized +32.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,309 Shares 44,164 Est. Cost $44.14 Unrealized +1.6%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $2,289 Shares 10,280 Est. Cost $146.00 Unrealized +44.8%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $2,260 Shares 9,061 Est. Cost $228.81 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value ($000) $2,178 Shares 16,248 Est. Cost $141.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $2,172 Shares 16,571 Est. Cost $111.65 Unrealized +8.1%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $2,165 Shares 57,120 Est. Cost $36.16 Unrealized -4.2%
ORCL ORACLE CORP 0.3%
Value ($000) $2,149 Shares 23,126 Est. Cost $58.52 Unrealized +44.9%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $2,096 Shares 28,050 Est. Cost $71.69 Unrealized
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $2,069 Shares 8,500 Est. Cost $209.94 Unrealized +3.7%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $2,010 Shares 20,831 Est. Cost $74.61 Unrealized +18.2%
GLD SPDR GOLD TR 0.3%
Value ($000) $2,001 Shares 10,922 Est. Cost $179.51 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,942 Shares 28,685 Est. Cost $64.65 Unrealized
WRB BERKLEY W R CORP 0.3%
Value ($000) $1,915 Shares 30,751 Est. Cost $28.45 Unrealized +46.2%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value ($000) $1,880 Shares 20,666 Est. Cost $69.61 Unrealized +17.9%
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $1,865 Shares 106,509 Est. Cost $14.33 Unrealized +6.3%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,849 Shares 41,444 Est. Cost $33.25 Unrealized +9.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,758 Shares 10,657 Est. Cost $132.94 Unrealized +20.3%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,705 Shares 11,915 Est. Cost $93.36 Unrealized +34.9%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,703 Shares 2,073 Est. Cost $379.55 Unrealized +97.6%
IWM ISHARES TR 0.2%
Value ($000) $1,692 Shares 9,483 Est. Cost $184.40 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,622 Shares 3,929 Est. Cost $351.34 Unrealized +13.0%
CRM SALESFORCE INC 0.2%
Value ($000) $1,620 Shares 8,108 Est. Cost $196.66 Unrealized -15.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,619 Shares 3,507 Est. Cost $367.58 Unrealized +20.2%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,610 Shares 8,426 Est. Cost $149.44 Unrealized +18.2%
IWB ISHARES TR 0.2%
Value ($000) $1,610 Shares 7,147 Est. Cost $227.39 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $1,606 Shares 39,755 Est. Cost $41.17 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $1,600 Shares 23,054 Est. Cost $43.76 Unrealized
FHI FEDERATED HERMES INC 0.2%
Value ($000) $1,565 Shares 38,978 Est. Cost $22.61 Unrealized +52.7%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,556 Shares 54,416 Est. Cost $27.57 Unrealized +10.9%
IEFA ISHARES TR 0.2%
Value ($000) $1,556 Shares 23,277 Est. Cost $66.24 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,553 Shares 19,266 Est. Cost $78.00 Unrealized -4.5%
IVV ISHARES TR 0.2%
Value ($000) $1,525 Shares 3,710 Est. Cost $342.46 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,485 Shares 14,835 Est. Cost $126.22 Unrealized -22.0%
IBDT ISHARES TR 0.2%
Value ($000) $1,480 Shares 59,328 Est. Cost $25.09 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,475 Shares 6,956 Est. Cost $197.88 Unrealized +9.5%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,454 Shares 6,892 Est. Cost $218.56 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1,453 Shares 8,905 Est. Cost $119.81 Unrealized +22.2%
IBMO ISHARES TR 0.2%
Value ($000) $1,421 Shares 55,667 Est. Cost $25.78 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $1,387 Shares 14,110 Est. Cost $94.70 Unrealized +0.7%
ISHARES TR 0.2%
Value ($000) $1,376 Shares 51,725 Est. Cost $26.72 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $1,306 Shares 16,082 Est. Cost $81.22 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $1,274 Shares 42,674 Est. Cost $27.11 Unrealized +0.1%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,267 Shares 4,319 Est. Cost $238.98 Unrealized +13.2%
NKE NIKE INC 0.2%
Value ($000) $1,260 Shares 10,274 Est. Cost $107.51 Unrealized +8.5%
IWP ISHARES TR 0.2%
Value ($000) $1,243 Shares 13,654 Est. Cost $102.75 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $1,240 Shares 8,144 Est. Cost $136.24 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $1,229 Shares 7,387 Est. Cost $131.00 Unrealized +21.4%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,217 Shares 10,624 Est. Cost $74.09 Unrealized +40.8%
SYK STRYKER CORPORATION 0.2%
Value ($000) $1,197 Shares 4,194 Est. Cost $199.32 Unrealized +29.3%
LAM RESEARCH CORP 0.2%
Value ($000) $1,176 Shares 2,219 Est. Cost $344.95 Unrealized
ISHARES TR 0.2%
Value ($000) $1,170 Shares 45,231 Est. Cost $26.06 Unrealized
GPN GLOBAL PMTS INC 0.2%
Value ($000) $1,161 Shares 11,029 Est. Cost $153.02 Unrealized -31.2%
INTU INTUIT 0.2%
Value ($000) $1,130 Shares 2,534 Est. Cost $365.49 Unrealized +10.3%
AON AON PLC 0.2%
Value ($000) $1,118 Shares 3,547 Est. Cost $208.47 Unrealized +45.4%
CME CME GROUP INC 0.1%
Value ($000) $1,089 Shares 5,688 Est. Cost $145.42 Unrealized +11.4%
IBMP ISHARES TR 0.1%
Value ($000) $1,078 Shares 42,345 Est. Cost $25.57 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $1,077 Shares 4,583 Est. Cost $31.58 Unrealized +37.1%
DHR DANAHER CORPORATION 0.1%
Value ($000) $1,049 Shares 4,163 Est. Cost $228.13 Unrealized -1.8%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,047 Shares 3,324 Est. Cost $244.33 Unrealized +22.8%
USMV ISHARES TR 0.1%
Value ($000) $1,040 Shares 14,300 Est. Cost $63.32 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1,039 Shares 4,541 Est. Cost $183.08 Unrealized +26.0%
META META PLATFORMS INC 0.1%
Value ($000) $1,038 Shares 4,896 Est. Cost $155.71 Unrealized +8.6%
HDV ISHARES TR 0.1%
Value ($000) $1,029 Shares 10,117 Est. Cost $91.63 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $1,028 Shares 9,541 Est. Cost $112.70 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $1,023 Shares 6,279 Est. Cost $143.54 Unrealized -3.7%
CANADIAN PAC RY LTD 0.1%
Value ($000) $1,015 Shares 13,187 Est. Cost $76.94 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $1,008 Shares 9,491 Est. Cost $113.11 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,000 Shares 18,702 Est. Cost $50.99 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value ($000) $987 Shares 7,095 Est. Cost $131.27 Unrealized -0.5%
DVY ISHARES TR 0.1%
Value ($000) $983 Shares 8,389 Est. Cost $108.87 Unrealized
PAPR INNOVATOR ETFS TR 0.1%
Value ($000) $978 Shares 33,282 Est. Cost $32.37 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $971 Shares 25,121 Est. Cost $32.51 Unrealized +5.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $971 Shares 7,512 Est. Cost $116.07 Unrealized +5.4%
MMM 3M CO 0.1%
Value ($000) $961 Shares 9,140 Est. Cost $115.05 Unrealized -26.2%
TLT ISHARES TR 0.1%
Value ($000) $959 Shares 9,011 Est. Cost $106.37 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $950 Shares 4,684 Est. Cost $133.62 Unrealized +52.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $949 Shares 3,305 Est. Cost $211.28 Unrealized +27.9%
IAU ISHARES GOLD TR 0.1%
Value ($000) $948 Shares 25,378 Est. Cost $39.03 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $931 Shares 2 Est. Cost $471172.90 Unrealized -0.9%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $931 Shares 11,949 Est. Cost $88.16 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $910 Shares 12,246 Est. Cost $64.66 Unrealized +17.9%
TFC TRUIST FINL CORP 0.1%
Value ($000) $902 Shares 26,446 Est. Cost $38.08 Unrealized -2.1%
HSY HERSHEY CO 0.1%
Value ($000) $898 Shares 3,530 Est. Cost $113.00 Unrealized +92.2%
ISHARES TR 0.1%
Value ($000) $897 Shares 35,280 Est. Cost $25.43 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value ($000) $892 Shares 14,285 Est. Cost $48.46 Unrealized +13.3%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $891 Shares 7,007 Est. Cost $108.47 Unrealized +24.1%
PIONEER NAT RES CO 0.1%
Value ($000) $877 Shares 4,292 Est. Cost $224.86 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $871 Shares 4,327 Est. Cost $176.07 Unrealized +7.6%
BYRN BYRNA TECHNOLOGIES INC 0.1%
Value ($000) $867 Shares 114,180 Est. Cost $7.48 Unrealized +18.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $829 Shares 4,375 Est. Cost $215.36 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $819 Shares 6,123 Est. Cost $122.28 Unrealized -3.9%
SHY ISHARES TR 0.1%
Value ($000) $818 Shares 9,954 Est. Cost $82.04 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $814 Shares 4,196 Est. Cost $116.47 Unrealized +35.8%
TGT TARGET CORP 0.1%
Value ($000) $796 Shares 4,804 Est. Cost $97.62 Unrealized +52.3%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $787 Shares 11,284 Est. Cost $55.06 Unrealized +11.0%
IBB ISHARES TR 0.1%
Value ($000) $776 Shares 6,005 Est. Cost $127.82 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $774 Shares 10,474 Est. Cost $69.94 Unrealized 0.0%
POCT INNOVATOR ETFS TR 0.1%
Value ($000) $762 Shares 24,095 Est. Cost $35.71 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $746 Shares 7,610 Est. Cost $70.21 Unrealized +15.9%
SJM SMUCKER J M CO 0.1%
Value ($000) $742 Shares 4,715 Est. Cost $133.49 Unrealized +2.7%
EQIX EQUINIX INC 0.1%
Value ($000) $740 Shares 1,026 Est. Cost $601.60 Unrealized +10.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $734 Shares 8,852 Est. Cost $62.56 Unrealized +19.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $732 Shares 2,865 Est. Cost $278.80 Unrealized -11.6%
PDEC INNOVATOR ETFS TR 0.1%
Value ($000) $691 Shares 21,973 Est. Cost $34.82 Unrealized
CSX CSX CORP 0.1%
Value ($000) $683 Shares 22,824 Est. Cost $28.54 Unrealized +3.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $679 Shares 3,324 Est. Cost $192.31 Unrealized -1.4%
PPL PPL CORP 0.1%
Value ($000) $676 Shares 24,337 Est. Cost $23.63 Unrealized +8.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $660 Shares 6,327 Est. Cost $96.68 Unrealized +3.7%
REAVES UTIL INCOME FD 0.1%
Value ($000) $658 Shares 23,190 Est. Cost $34.26 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $656 Shares 10,268 Est. Cost $74.66 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $653 Shares 7,224 Est. Cost $100.88 Unrealized
ISHARES TR 0.1%
Value ($000) $652 Shares 27,702 Est. Cost $23.28 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $642 Shares 13,149 Est. Cost $54.46 Unrealized
PRK PARK NATL CORP 0.1%
Value ($000) $639 Shares 5,393 Est. Cost $96.97 Unrealized +32.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $630 Shares 16,864 Est. Cost $40.94 Unrealized -1.1%
IJR ISHARES TR 0.1%
Value ($000) $625 Shares 6,465 Est. Cost $96.80 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $619 Shares 7,904 Est. Cost $59.08 Unrealized +28.0%
ETN EATON CORP PLC 0.1%
Value ($000) $610 Shares 3,563 Est. Cost $103.00 Unrealized +55.5%
BAX BAXTER INTL INC 0.1%
Value ($000) $602 Shares 14,843 Est. Cost $62.07 Unrealized -36.5%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $596 Shares 16,801 Est. Cost $35.88 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $592 Shares 7,871 Est. Cost $64.02 Unrealized +8.7%
GPC GENUINE PARTS CO 0.1%
Value ($000) $580 Shares 3,464 Est. Cost $97.94 Unrealized +58.2%
DFUV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $575 Shares 17,170 Est. Cost $37.22 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $574 Shares 6,935 Est. Cost $62.78 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $572 Shares 2,865 Est. Cost $80.29 Unrealized +5.5%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $567 Shares 4,964 Est. Cost $115.90 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $559 Shares 1,618 Est. Cost $35.25 Unrealized -6.1%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $557 Shares 4,972 Est. Cost $104.54 Unrealized -2.5%
SUSA ISHARES TR 0.1%
Value ($000) $542 Shares 6,175 Est. Cost $102.61 Unrealized
T AT&T INC 0.1%
Value ($000) $541 Shares 28,121 Est. Cost $15.48 Unrealized +5.7%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $537 Shares 7,267 Est. Cost $84.24 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $535 Shares 4,352 Est. Cost $83.50 Unrealized +34.0%
TIP ISHARES TR 0.1%
Value ($000) $525 Shares 4,765 Est. Cost $110.25 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $517 Shares 6,104 Est. Cost $104.42 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $515 Shares 27,201 Est. Cost $21.11 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $514 Shares 1,446 Est. Cost $300.71 Unrealized +7.2%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $514 Shares 19,291 Est. Cost $31.72 Unrealized -7.2%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $513 Shares 1,115 Est. Cost $268.93 Unrealized +69.3%
BUFT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $508 Shares 26,703 Est. Cost $20.57 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $505 Shares 2,228 Est. Cost $252.22 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $505 Shares 10,277 Est. Cost $29.86 Unrealized +65.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $504 Shares 1,386 Est. Cost $287.92 Unrealized +24.1%
BLACKROCK INC 0.1%
Value ($000) $495 Shares 740 Est. Cost $644.73 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $490 Shares 1,010 Est. Cost $286.43 Unrealized +67.0%
EAGG ISHARES TR 0.1%
Value ($000) $489 Shares 10,176 Est. Cost $55.33 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $487 Shares 5,540 Est. Cost $78.64 Unrealized +3.2%
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $486 Shares 1,926 Est. Cost $307.19 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $483 Shares 3,477 Est. Cost $139.03 Unrealized
UNILEVER PLC 0.1%
Value ($000) $479 Shares 9,230 Est. Cost $60.05 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $479 Shares 1,564 Est. Cost $189.60 Unrealized +55.6%
IWN ISHARES TR 0.1%
Value ($000) $470 Shares 3,433 Est. Cost $154.98 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $463 Shares 3,300 Est. Cost $140.20 Unrealized
CDW CDW CORP 0.1%
Value ($000) $451 Shares 2,313 Est. Cost $172.15 Unrealized +9.9%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $444 Shares 2,381 Est. Cost $149.35 Unrealized +12.9%
KLAC KLA CORP 0.1%
Value ($000) $441 Shares 1,105 Est. Cost $337.92 Unrealized +13.4%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $436 Shares 34,931 Est. Cost $12.92 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $435 Shares 5,629 Est. Cost $60.46 Unrealized +16.9%
FSS FEDERAL SIGNAL CORP 0.1%
Value ($000) $434 Shares 8,000 Est. Cost $27.72 Unrealized +85.5%
PAUG INNOVATOR ETFS TR 0.1%
Value ($000) $426 Shares 14,445 Est. Cost $32.89 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $425 Shares 2,742 Est. Cost $117.67 Unrealized +14.8%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $420 Shares 9,462 Est. Cost $51.83 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $418 Shares 4,498 Est. Cost $69.63 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $418 Shares 8,714 Est. Cost $42.27 Unrealized +4.1%
EFA ISHARES TR 0.1%
Value ($000) $415 Shares 5,808 Est. Cost $67.49 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $414 Shares 5,195 Est. Cost $80.15 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $414 Shares 891 Est. Cost $120.85 Unrealized -27.9%
SMH VANECK ETF TRUST 0.1%
Value ($000) $407 Shares 1,545 Est. Cost $206.17 Unrealized
SUSC ISHARES TR 0.1%
Value ($000) $404 Shares 17,566 Est. Cost $25.95 Unrealized
VDC VANGUARD WORLD FDS 0.1%
Value ($000) $404 Shares 2,087 Est. Cost $174.55 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $403 Shares 5,429 Est. Cost $62.42 Unrealized +20.5%
CI THE CIGNA GROUP 0.1%
Value ($000) $400 Shares 1,567 Est. Cost $167.85 Unrealized +64.5%
SNY SANOFI 0.1%
Value ($000) $400 Shares 7,355 Est. Cost $45.42 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $399 Shares 1,512 Est. Cost $218.18 Unrealized +13.7%
ASML ASML HOLDING N V 0.1%
Value ($000) $397 Shares 583 Est. Cost $751.82 Unrealized
ENB ENBRIDGE INC 0.1%
Value ($000) $395 Shares 10,342 Est. Cost $26.71 Unrealized +21.5%
GVI ISHARES TR 0.1%
Value ($000) $390 Shares 3,732 Est. Cost $110.34 Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $387 Shares 4,082 Est. Cost $72.26 Unrealized +15.6%
PFIX SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $385 Shares 6,320 Est. Cost $60.95 Unrealized
ALB ALBEMARLE CORP 0.1%
Value ($000) $379 Shares 1,716 Est. Cost $149.08 Unrealized +58.1%
IGM ISHARES TR 0.1%
Value ($000) $376 Shares 1,107 Est. Cost $397.55 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $376 Shares 2,191 Est. Cost $169.33 Unrealized +1.6%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $373 Shares 10,800 Est. Cost $47.24 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $373 Shares 8,146 Est. Cost $23.74 Unrealized +81.6%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $369 Shares 4,847 Est. Cost $80.71 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $369 Shares 1,290 Est. Cost $264.08 Unrealized -1.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $364 Shares 4,314 Est. Cost $51.55 Unrealized +53.1%
AZO AUTOZONE INC 0.0%
Value ($000) $364 Shares 148 Est. Cost $1238.02 Unrealized +97.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $355 Shares 3,504 Est. Cost $109.40 Unrealized -4.9%
F FORD MTR CO DEL 0.0%
Value ($000) $350 Shares 27,774 Est. Cost $9.79 Unrealized +4.2%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $347 Shares 11,523 Est. Cost $27.57 Unrealized +3.7%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $343 Shares 4,151 Est. Cost $77.07 Unrealized +2.0%
USB US BANCORP DEL 0.0%
Value ($000) $341 Shares 9,450 Est. Cost $36.71 Unrealized +5.2%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $340 Shares 3,560 Est. Cost $49.28 Unrealized +33.7%
NVS NOVARTIS AG 0.0%
Value ($000) $337 Shares 3,661 Est. Cost $91.49 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $334 Shares 6,612 Est. Cost $54.60 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $330 Shares 6,113 Est. Cost $53.97 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $327 Shares 7,543 Est. Cost $44.48 Unrealized -6.4%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $326 Shares 9,281 Est. Cost $33.87 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $323 Shares 10,047 Est. Cost $36.37 Unrealized
PSEP INNOVATOR ETFS TR 0.0%
Value ($000) $316 Shares 10,290 Est. Cost $34.26 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $313 Shares 3,159 Est. Cost $84.25 Unrealized +18.1%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $301 Shares 5,459 Est. Cost $57.96 Unrealized
ISHARES TR 0.0%
Value ($000) $297 Shares 11,980 Est. Cost $24.81 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $296 Shares 1,311 Est. Cost $184.16 Unrealized +14.6%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $295 Shares 3,880 Est. Cost $76.84 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $291 Shares 5,200 Est. Cost $56.91 Unrealized -11.1%
CB CHUBB LIMITED 0.0%
Value ($000) $291 Shares 1,496 Est. Cost $199.93 Unrealized +1.4%
FDX FEDEX CORP 0.0%
Value ($000) $289 Shares 1,267 Est. Cost $218.98 Unrealized -12.9%
YUM YUM BRANDS INC 0.0%
Value ($000) $289 Shares 2,188 Est. Cost $114.06 Unrealized +6.7%
SUSB ISHARES TR 0.0%
Value ($000) $287 Shares 11,933 Est. Cost $24.48 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $286 Shares 4,170 Est. Cost $73.83 Unrealized
NAPR INNOVATOR ETFS TR 0.0%
Value ($000) $285 Shares 7,325 Est. Cost $43.60 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $285 Shares 5,250 Est. Cost $54.26 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $282 Shares 6,241 Est. Cost $47.90 Unrealized
MET METLIFE INC 0.0%
Value ($000) $280 Shares 4,827 Est. Cost $40.12 Unrealized +53.9%
BUFF INNOVATOR ETFS TR 0.0%
Value ($000) $279 Shares 7,771 Est. Cost $40.08 Unrealized
WSO WATSCO INC 0.0%
Value ($000) $276 Shares 868 Est. Cost $262.94 Unrealized +11.7%
DOW DOW INC 0.0%
Value ($000) $276 Shares 5,027 Est. Cost $40.75 Unrealized +16.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $275 Shares 5,244 Est. Cost $73.84 Unrealized -4.9%
BIIB BIOGEN INC 0.0%
Value ($000) $274 Shares 987 Est. Cost $282.44 Unrealized -2.0%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $269 Shares 16,858 Est. Cost $18.95 Unrealized
SYNOVUS FINL CORP 0.0%
Value ($000) $267 Shares 8,668 Est. Cost $37.02 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $266 Shares 10,850 Est. Cost $25.15 Unrealized
TDV PROSHARES TR 0.0%
Value ($000) $266 Shares 4,348 Est. Cost $69.58 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $264 Shares 1,500 Est. Cost $165.94 Unrealized +1.1%
XJH ISHARES TR 0.0%
Value ($000) $264 Shares 7,775 Est. Cost $37.20 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $264 Shares 2,136 Est. Cost $123.71 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $262 Shares 680 Est. Cost $319.83 Unrealized +11.1%
FTEC FIDELITY COVINGTON TRUST 0.0%
Value ($000) $262 Shares 2,298 Est. Cost $143.64 Unrealized
SUB ISHARES TR 0.0%
Value ($000) $262 Shares 2,500 Est. Cost $104.68 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $259 Shares 11,707 Est. Cost $21.78 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $258 Shares 1,193 Est. Cost $199.67 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $256 Shares 4,183 Est. Cost $52.51 Unrealized +2.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $253 Shares 1,726 Est. Cost $134.83 Unrealized +3.0%
UAUG INNOVATOR ETFS TR 0.0%
Value ($000) $252 Shares 9,334 Est. Cost $30.43 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $248 Shares 2,500 Est. Cost $96.39 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $248 Shares 3,435 Est. Cost $79.74 Unrealized
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $247 Shares 15,959 Est. Cost $14.34 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $245 Shares 1,817 Est. Cost $108.34 Unrealized +8.5%
IXN ISHARES TR 0.0%
Value ($000) $245 Shares 4,500 Est. Cost $68.18 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $243 Shares 3,602 Est. Cost $57.78 Unrealized +5.5%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $240 Shares 1,774 Est. Cost $128.26 Unrealized -4.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $240 Shares 5,856 Est. Cost $33.48 Unrealized +19.4%
GLDM WORLD GOLD TR 0.0%
Value ($000) $239 Shares 6,105 Est. Cost $40.91 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $237 Shares 958 Est. Cost $223.22 Unrealized +4.0%
TOTALENERGIES SE 0.0%
Value ($000) $236 Shares 3,989 Est. Cost $67.08 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $233 Shares 1,111 Est. Cost $162.60 Unrealized +16.3%
MLPA GLOBAL X FDS 0.0%
Value ($000) $233 Shares 5,600 Est. Cost $44.11 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $233 Shares 675 Est. Cost $325.11 Unrealized +5.7%
O REALTY INCOME CORP 0.0%
Value ($000) $231 Shares 3,645 Est. Cost $52.23 Unrealized +5.6%
MS MORGAN STANLEY 0.0%
Value ($000) $230 Shares 2,617 Est. Cost $76.80 Unrealized +10.4%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $230 Shares 3,001 Est. Cost $76.95 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $229 Shares 3,820 Est. Cost $57.11 Unrealized +13.1%
PIMCO CORPORATE & INCM STRG 0.0%
Value ($000) $228 Shares 18,185 Est. Cost $12.41 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $228 Shares 954 Est. Cost $220.78 Unrealized +3.2%
PSX PHILLIPS 66 0.0%
Value ($000) $227 Shares 2,240 Est. Cost $91.37 Unrealized +0.3%
IJH ISHARES TR 0.0%
Value ($000) $226 Shares 902 Est. Cost $277.19 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $224 Shares 4,938 Est. Cost $50.74 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $217 Shares 2,080 Est. Cost $87.55 Unrealized +10.9%
MOO VANECK ETF TRUST 0.0%
Value ($000) $216 Shares 2,490 Est. Cost $86.86 Unrealized
HPQ HP INC 0.0%
Value ($000) $215 Shares 7,319 Est. Cost $24.60 Unrealized +4.6%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $214 Shares 1,460 Est. Cost $133.10 Unrealized +2.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $212 Shares 2,554 Est. Cost $88.36 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $211 Shares 646 Est. Cost $321.54 Unrealized +0.7%
ATR APTARGROUP INC 0.0%
Value ($000) $211 Shares 1,785 Est. Cost $98.45 Unrealized +11.1%
GLW CORNING INC 0.0%
Value ($000) $210 Shares 5,947 Est. Cost $32.11 Unrealized 0.0%
XBJA INNOVATOR ETFS TR 0.0%
Value ($000) $209 Shares 8,953 Est. Cost $23.32 Unrealized
KJAN INNOVATOR ETFS TR 0.0%
Value ($000) $209 Shares 6,791 Est. Cost $30.73 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $208 Shares 798 Est. Cost $261.06 Unrealized 0.0%
PSTP INNOVATOR ETFS TR 0.0%
Value ($000) $208 Shares 8,005 Est. Cost $25.97 Unrealized
MOAT VANECK ETF TRUST 0.0%
Value ($000) $207 Shares 2,810 Est. Cost $84.87 Unrealized
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $207 Shares 20,100 Est. Cost $12.40 Unrealized
SCCO SOUTHERN COPPER CORP 0.0%
Value ($000) $206 Shares 2,700 Est. Cost $48.06 Unrealized +31.7%
IJAN INNOVATOR ETFS TR 0.0%
Value ($000) $205 Shares 7,213 Est. Cost $28.45 Unrealized
ANSYS INC 0.0%
Value ($000) $204 Shares 614 Est. Cost $361.85 Unrealized
BLACKROCK MUNIYIELD QUALITY 0.0%
Value ($000) $203 Shares 17,906 Est. Cost $12.88 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $203 Shares 3,734 Est. Cost $60.38 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $203 Shares 4,321 Est. Cost $40.56 Unrealized +9.2%
NUVEEN GEORGIA QLTY MUN INC 0.0%
Value ($000) $174 Shares 17,150 Est. Cost $10.17 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $151 Shares 30,000 Est. Cost $7.31 Unrealized -26.2%
ENLINK MIDSTREAM LLC 0.0%
Value ($000) $149 Shares 13,700 Est. Cost $10.84 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $145 Shares 13,079 Est. Cost $15.14 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $145 Shares 14,237 Est. Cost $8.90 Unrealized +16.4%
FSP FRANKLIN STR PPTYS CORP 0.0%
Value ($000) $70 Shares 44,726 Est. Cost $7.39 Unrealized
MFS HIGH INCOME MUN TR 0.0%
Value ($000) $55 Shares 15,000 Est. Cost $3.65 Unrealized
LUMIRADX LTD 0.0%
Value ($000) $32 Shares 69,198 Est. Cost $2.66 Unrealized
BFLY BUTTERFLY NETWORK INC 0.0%
Value ($000) $24 Shares 12,500 Est. Cost $3.59 Unrealized -34.9%
WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $9 Shares 15,000 Est. Cost $0.63 Unrealized
MAGENTA THERAPEUTICS INC 0.0%
Value ($000) $8 Shares 10,500 Est. Cost $0.79 Unrealized