Summit Financial, LLC Diversified Active

CIK: 0001765536 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value ($000): $2,189,417 (100.0% shares, 0.0% debt)

Holdings (487)

VTI VANGUARD INDEX FDS TOTAL STK MKT 18.8%
Value ($000) $410,925 Shares 1,530,667 Est. Cost $127629.98 Unrealized
VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 8.8%
Value ($000) $192,965 Shares 3,290,670 Est. Cost $40160.84 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 4.1%
Value ($000) $89,412 Shares 238,781 Est. Cost $150300.25 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 3.3%
Value ($000) $72,344 Shares 1,154,736 Est. Cost $61.43 Unrealized +1.1%
VTV VANGUARD INDEX FDS VALUE ETF 2.9%
Value ($000) $62,899 Shares 389,593 Est. Cost $68028.86 Unrealized
MSFT MICROSOFT CORPCOM 2.1%
Value ($000) $46,263 Shares 103,509 Est. Cost $337.89 Unrealized +23.5%
AAPL APPLE INC COM 2.0%
Value ($000) $42,796 Shares 203,192 Est. Cost $158.94 Unrealized +16.5%
AMZN AMAZON COM INC COM 1.9%
Value ($000) $41,540 Shares 214,957 Est. Cost $140.68 Unrealized +30.6%
SPY SPDR S&P 500 ETF TRTR UNIT 1.9%
Value ($000) $41,260 Shares 75,573 Est. Cost $275715.78 Unrealized
NVDA NVIDIA CORPORATION COM 1.7%
Value ($000) $37,130 Shares 300,549 Est. Cost $95.20 Unrealized +6.1%
VBR VANGUARD INDEX FDS SM CP VAL ETF 1.6%
Value ($000) $35,427 Shares 193,022 Est. Cost $108939.34 Unrealized
VOE VANGUARD INDEX FDS MCAPVLIDXVIP 1.3%
Value ($000) $29,517 Shares 195,074 Est. Cost $80346.94 Unrealized
VOO VANGUARD INDEX FDSS&P 500 ETF SHS 1.1%
Value ($000) $24,948 Shares 49,706 Est. Cost $281167.84 Unrealized
IEFA ISHARESTRCOREMSCI EAFE 1.1%
Value ($000) $24,047 Shares 331,044 Est. Cost $10805.36 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.1%
Value ($000) $23,280 Shares 42,542 Est. Cost $360418.30 Unrealized
VEA VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF 1.0%
Value ($000) $20,907 Shares 423,051 Est. Cost $26430.95 Unrealized
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $19,605 Shares 23,065 Est. Cost $579.81 Unrealized +33.5%
META META PLATFORMS, INC. 0.9%
Value ($000) $18,801 Shares 37,288 Est. Cost $346.34 Unrealized +39.5%
WPM WHEATON PRECIOUS METALS CORP COM 0.7%
Value ($000) $16,142 Shares 307,938 Est. Cost $45.78 Unrealized +15.5%
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $14,957 Shares 73,949 Est. Cost $160.07 Unrealized +18.2%
QQQ INVESCO QQQ TRUST 1 0.7%
Value ($000) $14,806 Shares 30,855 Est. Cost $134011.39 Unrealized
IWM ISHARES RUSSELL 2000ETF 0.7%
Value ($000) $14,666 Shares 72,288 Est. Cost $14382.03 Unrealized
AVGO BROADCOM INC. 0.6%
Value ($000) $13,107 Shares 8,164 Est. Cost $78.67 Unrealized +75.0%
TLT ISHARES TR 20 YR TR BD ETF 0.6%
Value ($000) $12,798 Shares 139,439 Est. Cost $97.85 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.6%
Value ($000) $12,511 Shares 57,156 Est. Cost $123703.79 Unrealized
UNH UNITEDHEALTH GROUP NC COM 0.6%
Value ($000) $12,499 Shares 24,544 Est. Cost $457.85 Unrealized +3.3%
AGG ISHARES TR CORE US AGGBD ET 0.6%
Value ($000) $12,445 Shares 128,202 Est. Cost $17839.64 Unrealized
IWF ISHARES RUS 1000 GRW ETF 0.5%
Value ($000) $11,565 Shares 31,727 Est. Cost $135351.16 Unrealized
CAT CATERPILLARINCCOM 0.5%
Value ($000) $11,477 Shares 34,456 Est. Cost $301.14 Unrealized +12.5%
VO VANGUARD INDEX FDS MID CAP ETF 0.5%
Value ($000) $11,371 Shares 46,791 Est. Cost $153016.27 Unrealized
FANG DIAMONDBACK ENERGY, INC. 0.5%
Value ($000) $11,353 Shares 56,709 Est. Cost $147.61 Unrealized +28.0%
IEMG ISHARES INC CORE MSCI EMKT 0.5%
Value ($000) $11,103 Shares 207,418 Est. Cost $5751.48 Unrealized
WMT WALMART INC COM 0.5%
Value ($000) $10,581 Shares 156,271 Est. Cost $56.39 Unrealized +9.9%
VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 0.5%
Value ($000) $10,580 Shares 241,764 Est. Cost $5509.72 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 0.5%
Value ($000) $10,293 Shares 25,303 Est. Cost $332.08 Unrealized +23.0%
MUB ISHARESTRNATIONAL MUN ETF 0.4%
Value ($000) $9,831 Shares 92,269 Est. Cost $19698.39 Unrealized
SPYG SPDRSERTRPRTFLO S&P500 GW 0.4%
Value ($000) $9,156 Shares 114,260 Est. Cost $18285.36 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $9,134 Shares 79,342 Est. Cost $97.78 Unrealized +12.6%
IEF ISHARES 7-10 YR TRSY BD 0.4%
Value ($000) $8,777 Shares 93,720 Est. Cost $2931.73 Unrealized
IUSB ISHARES TR CORE TOTAL USD 0.4%
Value ($000) $8,707 Shares 192,540 Est. Cost $21371.21 Unrealized
V VISA INCCOM CL A 0.4%
Value ($000) $8,700 Shares 33,145 Est. Cost $240.44 Unrealized +12.6%
FNDF SCHWAB STRATEGIC T RSCHWB FDT INTLG 0.4%
Value ($000) $8,638 Shares 244,373 Est. Cost $33188.19 Unrealized
REGN REGENERON PHARMACEUTICALS, INC. 0.4%
Value ($000) $8,592 Shares 8,174 Est. Cost $797.66 Unrealized +20.9%
IWD ISHARES RUS 1000 VAL ETF 0.4%
Value ($000) $8,303 Shares 47,588 Est. Cost $99916.22 Unrealized
IGSB ISHARES TR ISHS 1-5YR INVS 0.4%
Value ($000) $7,664 Shares 149,574 Est. Cost $51.24 Unrealized
LLY ELI LILLY AND COMPANY 0.3%
Value ($000) $7,582 Shares 8,374 Est. Cost $669.47 Unrealized +18.1%
XLI SELECTSECTOR SPDR TRSBI INT-INDS 0.3%
Value ($000) $7,579 Shares 62,191 Est. Cost $6216.99 Unrealized
VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 0.3%
Value ($000) $7,493 Shares 63,180 Est. Cost $79871.59 Unrealized
GOOG ALPHABETINCCAPSTKCLC 0.3%
Value ($000) $7,273 Shares 39,653 Est. Cost $130.40 Unrealized +29.5%
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 0.3%
Value ($000) $7,130 Shares 142,295 Est. Cost $369.80 Unrealized
SPYV SPDR PTF S&P 500 VALUE 0.3%
Value ($000) $7,069 Shares 145,032 Est. Cost $9374.16 Unrealized
BND VANGUARDBD INDEX FDSTOTAL BND MRKT 0.3%
Value ($000) $6,970 Shares 96,736 Est. Cost $14862.75 Unrealized
RSP INVESCO S&P500 EWGHT 0.3%
Value ($000) $6,866 Shares 41,796 Est. Cost $152.30 Unrealized
DKNG DRAFTKINGS INC. 0.3%
Value ($000) $6,829 Shares 178,913 Est. Cost $38.71 Unrealized +7.2%
ITOT ISHARESTRCORE S&P TTL STK 0.3%
Value ($000) $6,820 Shares 57,421 Est. Cost $69628.79 Unrealized
LQD ISHARES:IBOXX $IG CORP 0.3%
Value ($000) $6,712 Shares 62,663 Est. Cost $107.21 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $6,605 Shares 38,511 Est. Cost $147.54 Unrealized +6.5%
URI UNITED RENTALS, INC. 0.3%
Value ($000) $6,278 Shares 9,707 Est. Cost $435.90 Unrealized +50.3%
HD HOMEDEPOTINCCOM 0.3%
Value ($000) $6,169 Shares 17,922 Est. Cost $311.73 Unrealized +5.1%
NFLX NETFLIX INCCOM 0.3%
Value ($000) $6,028 Shares 8,932 Est. Cost $58.90 Unrealized +6.0%
XLE SEL SECTOR:ENERGY SPDR 0.3%
Value ($000) $5,959 Shares 65,372 Est. Cost $27448.45 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $5,651 Shares 38,661 Est. Cost $146.70 Unrealized -3.6%
HON HONEYWELLINTLINCCOM 0.3%
Value ($000) $5,641 Shares 26,417 Est. Cost $181.13 Unrealized +1.5%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $5,621 Shares 34,080 Est. Cost $141.26 Unrealized +11.3%
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.2%
Value ($000) $5,462 Shares 68,335 Est. Cost $22043.17 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $5,392 Shares 84,074 Est. Cost $55.15 Unrealized +6.8%
GLD SPDR GOLD TRGOLD SHS 0.2%
Value ($000) $5,237 Shares 24,356 Est. Cost $67909.94 Unrealized
MRK MERCK & CO INCCOM 0.2%
Value ($000) $5,120 Shares 41,116 Est. Cost $105.77 Unrealized +15.1%
SPGI S&P GLOBAL INC. 0.2%
Value ($000) $5,095 Shares 11,423 Est. Cost $408.69 Unrealized +3.7%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $5,067 Shares 16,700 Est. Cost $294.17 Unrealized +1.8%
IXUS ISHARES TR CORE MSCI TOTAL 0.2%
Value ($000) $5,020 Shares 74,300 Est. Cost $45676.64 Unrealized
IWO ISHARES RUS 2000 GRW ETF 0.2%
Value ($000) $5,009 Shares 19,081 Est. Cost $50006.04 Unrealized
CRM SALESFORCE COM INC COM 0.2%
Value ($000) $4,908 Shares 19,090 Est. Cost $243.18 Unrealized +8.9%
SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 0.2%
Value ($000) $4,868 Shares 48,223 Est. Cost $35296.69 Unrealized
NEE NEXTERA ENERGY INCCOM 0.2%
Value ($000) $4,857 Shares 68,595 Est. Cost $69.45 Unrealized -2.7%
SCHV SCHWAB STRATEGIC TR US LCAP VA ETF 0.2%
Value ($000) $4,856 Shares 65,161 Est. Cost $13876.04 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $4,849 Shares 46,668 Est. Cost $104.62 Unrealized -1.6%
AMD ADVANCED MICRO DEVICES, INC. 0.2%
Value ($000) $4,767 Shares 29,389 Est. Cost $118.66 Unrealized +35.6%
XLK SEL SECTOR SPDR TECHNOLOGY 0.2%
Value ($000) $4,693 Shares 20,744 Est. Cost $10693.60 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $4,692 Shares 33,230 Est. Cost $100.83 Unrealized +21.3%
MCD MCDONALDS CORPCOM 0.2%
Value ($000) $4,618 Shares 18,122 Est. Cost $245.28 Unrealized +4.0%
IJH ISHARESTRCORE S&P MCP ETF 0.2%
Value ($000) $4,614 Shares 78,838 Est. Cost $24452.60 Unrealized
IWS ISHARES RUS MDCP VAL ETF 0.2%
Value ($000) $4,596 Shares 38,068 Est. Cost $13771.25 Unrealized
TSLA TESLA INCCOM 0.2%
Value ($000) $4,572 Shares 23,105 Est. Cost $235.83 Unrealized -25.9%
MS MORGAN STANLEY 0.2%
Value ($000) $4,516 Shares 46,468 Est. Cost $83.81 Unrealized +8.3%
SLQD ISHARES TR 0-5YR INVT GR CP 0.2%
Value ($000) $4,457 Shares 90,503 Est. Cost $6669.17 Unrealized
SHW SHERWIN WILLIAMS COCOM 0.2%
Value ($000) $4,417 Shares 14,801 Est. Cost $288.68 Unrealized +5.7%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. 0.2%
Value ($000) $4,318 Shares 24,766 Est. Cost $136.52 Unrealized
CYBERARK SOFTWARE LTD. 0.2%
Value ($000) $4,271 Shares 15,620 Est. Cost $273.42 Unrealized
UNP UNION PAC CORPCOM 0.2%
Value ($000) $4,218 Shares 18,642 Est. Cost $213.01 Unrealized +5.9%
ADP AUTOMATIC DATA PROCESSING, INC. 0.2%
Value ($000) $4,020 Shares 16,743 Est. Cost $213.13 Unrealized +11.0%
SO THE SOUTHERN COMPANY 0.2%
Value ($000) $3,957 Shares 51,017 Est. Cost $69.31 Unrealized +3.6%
BLACKROCK INC COM 0.2%
Value ($000) $3,815 Shares 4,846 Est. Cost $284304.22 Unrealized
ADI ANALOG DEVICES, INC. 0.2%
Value ($000) $3,779 Shares 16,558 Est. Cost $183.85 Unrealized +12.9%
BIV VANGUARD BD INDEX FDS INTERMED TERM 0.2%
Value ($000) $3,775 Shares 50,412 Est. Cost $24208.17 Unrealized
GNR SPDR INDEX SHS FD SGLB NAT RESRCE 0.2%
Value ($000) $3,772 Shares 67,536 Est. Cost $40600.12 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $3,604 Shares 9,406 Est. Cost $173.01 Unrealized +92.2%
CB CHUBBLIMITEDCOM 0.2%
Value ($000) $3,587 Shares 14,012 Est. Cost $203.75 Unrealized +24.1%
JNK SPDR BBG HIGH YIELD BD 0.2%
Value ($000) $3,567 Shares 37,834 Est. Cost $94.27 Unrealized
PSX PHILLIPS66COM 0.2%
Value ($000) $3,567 Shares 25,264 Est. Cost $98.40 Unrealized +41.9%
MELI MERCADOLIBRE, INC. 0.2%
Value ($000) $3,563 Shares 2,168 Est. Cost $1332.90 Unrealized +18.4%
TXN TEXAS INSTRS INCCOM 0.2%
Value ($000) $3,496 Shares 17,971 Est. Cost $164.58 Unrealized +7.0%
MA MASTERCARD INCORPORATEDCL A 0.2%
Value ($000) $3,483 Shares 7,896 Est. Cost $406.96 Unrealized +11.0%
SA SEABRIDGE GOLD INC 0.2%
Value ($000) $3,436 Shares 251,000 Est. Cost $12.50 Unrealized +21.2%
LIN LINDEPLCSHS 0.2%
Value ($000) $3,426 Shares 7,807 Est. Cost $372.19 Unrealized +15.7%
EFA ISHARES TR MSCI EAFE ETF 0.2%
Value ($000) $3,364 Shares 42,949 Est. Cost $77.70 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $3,351 Shares 6,240 Est. Cost $341424.12 Unrealized
ET ENERGY TRANSFER UNT 0.1%
Value ($000) $3,185 Shares 196,357 Est. Cost $440.54 Unrealized
TJX TJX COS INC NEWCOM 0.1%
Value ($000) $3,160 Shares 28,704 Est. Cost $80.54 Unrealized +22.5%
IWP ISHARES RUS MD CP GR ETF 0.1%
Value ($000) $2,993 Shares 27,124 Est. Cost $26920.19 Unrealized
AMAT APPLIEDMATLSINCCOM 0.1%
Value ($000) $2,988 Shares 12,661 Est. Cost $166.83 Unrealized +26.7%
PEP PEPSICO INC COM 0.1%
Value ($000) $2,896 Shares 17,558 Est. Cost $159.75 Unrealized +1.6%
IUSV ISHARES TR CORE S&P US VLU 0.1%
Value ($000) $2,822 Shares 32,018 Est. Cost $38819.18 Unrealized
IJR ISHARESTRCORE S&P SCP ETF 0.1%
Value ($000) $2,795 Shares 26,203 Est. Cost $69167.75 Unrealized
UPS UNITED PARCEL SERVICE INCCL B 0.1%
Value ($000) $2,770 Shares 20,243 Est. Cost $146.40 Unrealized -11.2%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.1%
Value ($000) $2,760 Shares 15,046 Est. Cost $180.19 Unrealized
OEF ISHARES:S&P 100 0.1%
Value ($000) $2,752 Shares 10,412 Est. Cost $207.06 Unrealized
ISRG INTUITIVE SURGICAL INC COM 0.1%
Value ($000) $2,696 Shares 6,062 Est. Cost $320.97 Unrealized +24.1%
ACWV ISHARES INC MSCI GBL MIN VOL 0.1%
Value ($000) $2,665 Shares 25,468 Est. Cost $88891.81 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $2,664 Shares 6,237 Est. Cost $328.32 Unrealized +27.5%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $2,612 Shares 12,398 Est. Cost $167.34 Unrealized +19.6%
TMO THERMO FISHER SCIENTIFICINCCOM 0.1%
Value ($000) $2,608 Shares 4,714 Est. Cost $552.66 Unrealized +3.1%
VXUS VANGUARD TOT I S;ETF 0.1%
Value ($000) $2,588 Shares 42,926 Est. Cost $16956.72 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,584 Shares 22,594 Est. Cost $102.73 Unrealized +12.3%
SPIB SPDR PORTFOLIO INTRMD 0.1%
Value ($000) $2,577 Shares 79,143 Est. Cost $32.82 Unrealized
DIA SPDR DOW JONES INDUS AVG 0.1%
Value ($000) $2,573 Shares 6,564 Est. Cost $372.37 Unrealized
ORLY OREILLY AUTOMOTIVE INCCOM 0.1%
Value ($000) $2,566 Shares 2,430 Est. Cost $53.55 Unrealized +29.1%
MAR MARRIOTT INTERNATIONAL, INC. 0.1%
Value ($000) $2,535 Shares 10,486 Est. Cost $182.61 Unrealized +29.3%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $2,529 Shares 32,482 Est. Cost $83.02 Unrealized -6.0%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $2,507 Shares 7,395 Est. Cost $115.85 Unrealized +29.1%
XLV SEL SECTOR:H CARE SPDR 0.1%
Value ($000) $2,502 Shares 17,166 Est. Cost $145.75 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $2,499 Shares 12,750 Est. Cost $193.85 Unrealized -9.1%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $2,475 Shares 7,524 Est. Cost $255.77 Unrealized +22.7%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $2,472 Shares 52,028 Est. Cost $47.42 Unrealized -4.5%
SUPER MICRO COMPUTER INC COM 0.1%
Value ($000) $2,448 Shares 2,988 Est. Cost $303.58 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $2,445 Shares 7,170 Est. Cost $281.32 Unrealized +18.5%
SHV ISHARES:SH TRS BD ETF 0.1%
Value ($000) $2,431 Shares 21,998 Est. Cost $110.54 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $2,426 Shares 49,920 Est. Cost $40.62 Unrealized +21.4%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $2,351 Shares 4,648 Est. Cost $388.73 Unrealized +35.7%
PLD PROLOGIS INC COM 0.1%
Value ($000) $2,305 Shares 20,525 Est. Cost $107.30 Unrealized -2.6%
IDEV ISHARES:CR MSCI INTL DM 0.1%
Value ($000) $2,237 Shares 34,079 Est. Cost $65.64 Unrealized
XLP SEL SECTOR:C STP SPDR 0.1%
Value ($000) $2,204 Shares 28,779 Est. Cost $75.32 Unrealized
SPEM GLOBAL MOFY METAVERSE LIMITED 0.1%
Value ($000) $2,183 Shares 57,939 Est. Cost $37.67 Unrealized
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.1%
Value ($000) $2,182 Shares 28,243 Est. Cost $82479.81 Unrealized
USFR WISDOMTREE:FLT RATE TRS 0.1%
Value ($000) $2,174 Shares 43,209 Est. Cost $50.31 Unrealized
PRF INVESCO EXCHANGETRADED FD T FTSE RAFI 1000 0.1%
Value ($000) $2,173 Shares 57,253 Est. Cost $86809.74 Unrealized
INTU INTUIT INC. 0.1%
Value ($000) $2,167 Shares 3,297 Est. Cost $548.62 Unrealized +12.0%
CBOE CBOE GLOBAL MARKETS, INC. 0.1%
Value ($000) $2,154 Shares 12,668 Est. Cost $145.16 Unrealized +20.6%
RSG REPUBLICSVCSINCCOM 0.1%
Value ($000) $2,145 Shares 11,039 Est. Cost $140.84 Unrealized +31.5%
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.1%
Value ($000) $2,141 Shares 8,544 Est. Cost $75428.88 Unrealized
XLF SEL SECTOR:FINL S SPDR 0.1%
Value ($000) $2,134 Shares 51,909 Est. Cost $41.33 Unrealized
DIS DISNEYWALTCOCOM 0.1%
Value ($000) $2,086 Shares 21,007 Est. Cost $127.40 Unrealized -17.2%
T AT&TINCCOM 0.1%
Value ($000) $2,085 Shares 109,107 Est. Cost $16.09 Unrealized +0.5%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $2,023 Shares 27,457 Est. Cost $61.25 Unrealized +18.1%
LOW LOWES COS INCCOM 0.1%
Value ($000) $2,011 Shares 9,124 Est. Cost $204.22 Unrealized +8.4%
DHR DANAHERCORPORATIONCOM 0.1%
Value ($000) $2,004 Shares 8,012 Est. Cost $248.18 Unrealized +0.8%
IJS ISHARES:S&P SC 600 VAL 0.1%
Value ($000) $1,962 Shares 20,166 Est. Cost $95518.35 Unrealized
BSX BOSTON SCIENTIFIC CORPORATION 0.1%
Value ($000) $1,960 Shares 25,454 Est. Cost $54.88 Unrealized +33.4%
FTSM FT ETF FIRST TR ENH 0.1%
Value ($000) $1,956 Shares 32,684 Est. Cost $59.81 Unrealized
CCJ CAMEO CORP COM 0.1%
Value ($000) $1,933 Shares 39,299 Est. Cost $37.40 Unrealized +35.1%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,917 Shares 6,137 Est. Cost $244.90 Unrealized +14.1%
IWN ISHARES RUS 2000VALETF 0.1%
Value ($000) $1,902 Shares 12,492 Est. Cost $87068.64 Unrealized
INDA ISHARES:MSCI INDIA 0.1%
Value ($000) $1,889 Shares 33,871 Est. Cost $51.82 Unrealized
ADBE ADOBE SYSTEM SINCORPORATED COM 0.1%
Value ($000) $1,865 Shares 3,357 Est. Cost $508.80 Unrealized -4.8%
EOG EOG RESOURCES, INC. 0.1%
Value ($000) $1,824 Shares 14,489 Est. Cost $96.21 Unrealized +26.9%
BA BOEING CO COM 0.1%
Value ($000) $1,805 Shares 9,916 Est. Cost $208.51 Unrealized -14.5%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,789 Shares 10,318 Est. Cost $182.67 Unrealized -10.6%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $1,786 Shares 11,421 Est. Cost $125.09 Unrealized +18.6%
AEP AMERICAN ELECTRIC POWER COMPANY, INC. 0.1%
Value ($000) $1,748 Shares 19,919 Est. Cost $80.25 Unrealized +3.0%
DVN DEVON ENERGY CORPORATION 0.1%
Value ($000) $1,712 Shares 36,128 Est. Cost $46.05 Unrealized +2.6%
BAC BANK OF AMERICA CORPORATION 0.1%
Value ($000) $1,699 Shares 42,722 Est. Cost $34.51 Unrealized +6.7%
ISTB ISHARES:CORE 1-5Y USD BD 0.1%
Value ($000) $1,690 Shares 35,677 Est. Cost $47.37 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,662 Shares 40,297 Est. Cost $39.10 Unrealized -6.7%
IWB ISHARES RUS 1000 ETF 0.1%
Value ($000) $1,662 Shares 5,585 Est. Cost $31049.32 Unrealized
LMT LOCKHEED MARTIN CORPCOM 0.1%
Value ($000) $1,619 Shares 3,466 Est. Cost $406.22 Unrealized +8.7%
USIG ISHARES:BRD USD IG CP BD 0.1%
Value ($000) $1,601 Shares 31,885 Est. Cost $50.18 Unrealized
CHD CHURCH & DWIGHT CO., INC. 0.1%
Value ($000) $1,571 Shares 15,153 Est. Cost $87.33 Unrealized +18.8%
IBM INTERNATIONALBUSINESSMACHSCOM 0.1%
Value ($000) $1,566 Shares 9,057 Est. Cost $140.22 Unrealized +18.3%
WDAY WORKDAY INC 0.1%
Value ($000) $1,557 Shares 6,963 Est. Cost $236.95 Unrealized +1.6%
RF REGIONS FINANCIAL CORPORATION 0.1%
Value ($000) $1,518 Shares 74,859 Est. Cost $18.06 Unrealized 0.0%
INTC INTELCORPCOM 0.1%
Value ($000) $1,493 Shares 48,215 Est. Cost $41.59 Unrealized -21.9%
DE DEERE & CO COM 0.1%
Value ($000) $1,453 Shares 3,874 Est. Cost $390.11 Unrealized -2.5%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $1,437 Shares 3,296 Est. Cost $444.85 Unrealized -0.2%
TIP ISHARES TR TIPS BD ETF 0.1%
Value ($000) $1,401 Shares 13,118 Est. Cost $110613.28 Unrealized
GDX VANECK:GOLD MINERS 0.1%
Value ($000) $1,394 Shares 41,097 Est. Cost $33.38 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,383 Shares 19,033 Est. Cost $52.93 Unrealized +31.3%
CRH CRH PLC ORD 0.1%
Value ($000) $1,380 Shares 18,407 Est. Cost $58.92 Unrealized +33.0%
HYG ISHARESTRIBOXX HI YD ETF 0.1%
Value ($000) $1,373 Shares 17,801 Est. Cost $59656.15 Unrealized
EWJ ISHARES INC MSCI JPN ETF NEW 0.1%
Value ($000) $1,363 Shares 19,977 Est. Cost $60.63 Unrealized
AFL AFLAC INCORPORATED 0.1%
Value ($000) $1,355 Shares 15,171 Est. Cost $83.08 Unrealized 0.0%
WFC WELLS FARGO & COMPANY 0.1%
Value ($000) $1,352 Shares 22,764 Est. Cost $50.96 Unrealized +11.6%
VRSK VERISK ANALYTICS, INC. 0.1%
Value ($000) $1,347 Shares 4,997 Est. Cost $195.45 Unrealized +23.9%
ITB ISHARES:US HOME CONS ETF 0.1%
Value ($000) $1,302 Shares 12,886 Est. Cost $90.81 Unrealized
KBH KB HOME 0.1%
Value ($000) $1,300 Shares 18,527 Est. Cost $65.40 Unrealized +1.2%
ASML ASML HOLDING NV NY REGISTRY SHS 0.1%
Value ($000) $1,300 Shares 1,271 Est. Cost $141466.58 Unrealized
GS GOLDMANSACHSGROUPINCCOM 0.1%
Value ($000) $1,294 Shares 2,861 Est. Cost $385.04 Unrealized +10.0%
EMB ISHARES:JPM USD EM BD 0.1%
Value ($000) $1,275 Shares 14,406 Est. Cost $88.48 Unrealized
SPOT SPOTIFY TECHNOLOGY SA 0.1%
Value ($000) $1,267 Shares 4,039 Est. Cost $167.34 Unrealized +79.9%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,264 Shares 1,607 Est. Cost $113.85 Unrealized +28.9%
FTCS FT CAPITAL STRENGTH 0.1%
Value ($000) $1,257 Shares 14,952 Est. Cost $75.01 Unrealized
EMLC VANECKVECTORSETFTRJP MORGAN MKTS 0.1%
Value ($000) $1,250 Shares 52,579 Est. Cost $10205.55 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.1%
Value ($000) $1,245 Shares 39,457 Est. Cost $31.22 Unrealized
IVE ISHARES S&P 500 VAL ETF 0.1%
Value ($000) $1,234 Shares 6,781 Est. Cost $129428.54 Unrealized
KWEB KRANESHS:CSI CHINA INTRT 0.1%
Value ($000) $1,230 Shares 45,507 Est. Cost $27.02 Unrealized
MDLZ MONDELEZ INTERNATIONAL, INC. 0.1%
Value ($000) $1,223 Shares 18,563 Est. Cost $62.03 Unrealized +5.0%
WPC W.P. CAREY INC. 0.1%
Value ($000) $1,196 Shares 21,387 Est. Cost $56.56 Unrealized
XLU SEL SECTOR:UTIL SPDR 0.1%
Value ($000) $1,191 Shares 17,481 Est. Cost $65.93 Unrealized
VV VANGUARD LG-CP I;ETF 0.1%
Value ($000) $1,172 Shares 4,679 Est. Cost $138661.31 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $1,161 Shares 4,217 Est. Cost $268.89 Unrealized -2.4%
SHAK SHAKE SHACK INC CL A 0.1%
Value ($000) $1,151 Shares 12,788 Est. Cost $72.33 Unrealized +34.9%
USMV ISHARES TR MSCI USA MIN VOL 0.1%
Value ($000) $1,129 Shares 13,450 Est. Cost $34298.47 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ETF 0.0%
Value ($000) $1,093 Shares 21,010 Est. Cost $6652.16 Unrealized
AWK AMERICAN WATER WORKS COMPANY, INC. 0.0%
Value ($000) $1,090 Shares 8,440 Est. Cost $131.74 Unrealized -7.6%
MO ALTRIA GROUP, INC. 0.0%
Value ($000) $1,085 Shares 23,367 Est. Cost $37.26 Unrealized +5.0%
JEF JEFFERIES FINANCIAL GROUP INC. 0.0%
Value ($000) $1,073 Shares 21,558 Est. Cost $42.74 Unrealized 0.0%
BIL SPDR BBG 1-3 MO T-BILL 0.0%
Value ($000) $1,058 Shares 11,532 Est. Cost $91.82 Unrealized
PM PHILIP MORRISINTLINCCOM 0.0%
Value ($000) $1,053 Shares 10,263 Est. Cost $85.81 Unrealized +6.4%
LNG CHENIERE ENERGY, INC. 0.0%
Value ($000) $1,051 Shares 6,013 Est. Cost $158.08 Unrealized +0.7%
SDY SPDR S&P DIVID ETF 0.0%
Value ($000) $1,043 Shares 8,199 Est. Cost $96856.05 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $1,041 Shares 3,587 Est. Cost $231.57 Unrealized +22.7%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $1,038 Shares 21,879 Est. Cost $39.07 Unrealized +25.0%
OHI OMEGA HEALTHCARE INVESTORS, INC. 0.0%
Value ($000) $1,034 Shares 30,190 Est. Cost $32.15 Unrealized
LYFT LYFT INC CL A 0.0%
Value ($000) $1,028 Shares 72,930 Est. Cost $20.09 Unrealized -19.2%
QCOM QUALCOMM INCORPORATED 0.0%
Value ($000) $1,019 Shares 5,116 Est. Cost $150.52 Unrealized +21.2%
VPU VANGUARD WORLD FDS UTILITIES ETF 0.0%
Value ($000) $1,018 Shares 6,822 Est. Cost $140.91 Unrealized
VTIP VANGUARD ST IPSI;ETF 0.0%
Value ($000) $1,008 Shares 20,759 Est. Cost $47.92 Unrealized
IJK ISHARES:S&P MC 400 GRO 0.0%
Value ($000) $1,001 Shares 11,363 Est. Cost $88.11 Unrealized
WM WASTE MGMT INC 0.0%
Value ($000) $999 Shares 4,682 Est. Cost $179.22 Unrealized +13.2%
SUB ISHARES TR SHRT NAT MUN ETF 0.0%
Value ($000) $995 Shares 9,515 Est. Cost $40726.32 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $973 Shares 10,025 Est. Cost $77.74 Unrealized +14.6%
FDN FIRSTTREXCHANGE-TRADEDFDDJINTERNTIDX 0.0%
Value ($000) $971 Shares 4,736 Est. Cost $128038.30 Unrealized
MDT MEDTRONICPLCSHS 0.0%
Value ($000) $966 Shares 12,166 Est. Cost $92.76 Unrealized -15.8%
QTEC FIRST TR NSDQ 100TECH IND SHS 0.0%
Value ($000) $964 Shares 4,883 Est. Cost $150.59 Unrealized
SCHA SCHWAB STRATEGIC TR US SML CAP ETF 0.0%
Value ($000) $963 Shares 20,226 Est. Cost $14063.23 Unrealized
FIW FRST TR:WATER 0.0%
Value ($000) $958 Shares 9,586 Est. Cost $64280.79 Unrealized
XAR SPDR S&P AERO&DEF 0.0%
Value ($000) $947 Shares 6,767 Est. Cost $140.28 Unrealized
SLYV SPDR S&P 600 SM CAP VAL 0.0%
Value ($000) $938 Shares 11,979 Est. Cost $25438.04 Unrealized
SCHM SCHWAB STRATEGIC TR US MID-CAP ETF 0.0%
Value ($000) $937 Shares 11,996 Est. Cost $57686.82 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $936 Shares 3,109 Est. Cost $251.77 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $932 Shares 5,861 Est. Cost $129.59 Unrealized +21.9%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $926 Shares 19,512 Est. Cost $46.19 Unrealized -0.5%
FPE FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF 0.0%
Value ($000) $925 Shares 53,291 Est. Cost $18971.81 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS UNT 0.0%
Value ($000) $915 Shares 31,558 Est. Cost $29.10 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $915 Shares 4,624 Est. Cost $153.55 Unrealized +25.7%
ETN EATON CORPORATION PUBLIC LIMITED COMPANY 0.0%
Value ($000) $914 Shares 2,915 Est. Cost $317.31 Unrealized 0.0%
C CITIGROUP INC. 0.0%
Value ($000) $908 Shares 14,312 Est. Cost $55.45 Unrealized +5.9%
FXR FT ADEX:IND/PROD DRBLS 0.0%
Value ($000) $903 Shares 13,275 Est. Cost $60.13 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $902 Shares 7,283 Est. Cost $106.39 Unrealized +10.8%
TENNESSEE VALLEY AUTHORITY 0.0%
Value ($000) $899 Shares 40,791 Est. Cost $21.99 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $888 Shares 7,040 Est. Cost $170285.25 Unrealized
FLOT ISHARES:FLOATING RT BOND 0.0%
Value ($000) $886 Shares 17,337 Est. Cost $50.85 Unrealized
CSX CSX CORPORATION 0.0%
Value ($000) $872 Shares 26,083 Est. Cost $34.02 Unrealized -2.7%
IBB ISHARES:BIOTECHNOLOGY 0.0%
Value ($000) $871 Shares 6,346 Est. Cost $137.23 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $853 Shares 6,118 Est. Cost $116.09 Unrealized +7.9%
BNDX VANGUARDCHARLOTTE FDSINTL BD IDX ETF 0.0%
Value ($000) $845 Shares 17,368 Est. Cost $13907.89 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA COM SHS 0.0%
Value ($000) $837 Shares 8,635 Est. Cost $46774.68 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $837 Shares 3,510 Est. Cost $225.31 Unrealized +5.1%
PFE PFIZER INC COM 0.0%
Value ($000) $824 Shares 29,446 Est. Cost $30.05 Unrealized -17.6%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $821 Shares 7,450 Est. Cost $93.18 Unrealized +15.3%
TENNESSEE VALLEY AUTHORITY 0.0%
Value ($000) $815 Shares 35,919 Est. Cost $22.30 Unrealized
IYH ISHARES:US HLTHCR ETF 0.0%
Value ($000) $806 Shares 13,161 Est. Cost $61.63 Unrealized
INTF ISHARESTRMSCI INTL MULTFT 0.0%
Value ($000) $773 Shares 26,432 Est. Cost $29497.74 Unrealized
DUK DUKE ENERGY CORPORATION 0.0%
Value ($000) $765 Shares 7,628 Est. Cost $91.32 Unrealized +3.2%
LHX L3HARRIS TECHNOLOGIES, INC. 0.0%
Value ($000) $764 Shares 3,402 Est. Cost $184.03 Unrealized +13.7%
BKNG BOOKING HOLDINGS INC. 0.0%
Value ($000) $763 Shares 193 Est. Cost $3654.84 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $763 Shares 3,671 Est. Cost $177.83 Unrealized +8.4%
NKE NIKE, INC. 0.0%
Value ($000) $747 Shares 9,862 Est. Cost $108.48 Unrealized -17.3%
AXP AMERICAN EXPRESS COMPANY 0.0%
Value ($000) $746 Shares 3,221 Est. Cost $227.31 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $742 Shares 2,875 Est. Cost $256.00 Unrealized -5.3%
LAM RESEARCH CORP COM 0.0%
Value ($000) $720 Shares 675 Est. Cost $970.49 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $719 Shares 12,166 Est. Cost $62.75 Unrealized -6.7%
ICE INTERCONTINENTALEXCHANGEINCOM 0.0%
Value ($000) $710 Shares 5,186 Est. Cost $118.91 Unrealized +10.8%
USHY ISHARES:BRD USD HY CP BD 0.0%
Value ($000) $706 Shares 19,463 Est. Cost $20241.96 Unrealized
VNQ VANGUARD RE IDX;ETF 0.0%
Value ($000) $700 Shares 8,257 Est. Cost $85.79 Unrealized
MGK VANGUARD MC GRO;ETF 0.0%
Value ($000) $699 Shares 2,222 Est. Cost $314.54 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $697 Shares 5,882 Est. Cost $105.23 Unrealized +10.6%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $692 Shares 4,845 Est. Cost $18824.93 Unrealized
EWW ISHARES INC MSCI MEXICO ETF 0.0%
Value ($000) $681 Shares 12,023 Est. Cost $59.87 Unrealized
DOW DOW INC 0.0%
Value ($000) $679 Shares 12,800 Est. Cost $46.29 Unrealized +10.6%
MBB ISHARES:MBS ETF 0.0%
Value ($000) $664 Shares 7,237 Est. Cost $93.02 Unrealized
XBI SPDR S&P BIOTECH 0.0%
Value ($000) $661 Shares 7,125 Est. Cost $89.39 Unrealized
SJNK SPDR BBG ST HI YLD BD 0.0%
Value ($000) $658 Shares 26,344 Est. Cost $24.97 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $656 Shares 10,957 Est. Cost $47.66 Unrealized +16.9%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $654 Shares 9,693 Est. Cost $56.90 Unrealized +9.4%
MCO MOODY'S CORPORATION 0.0%
Value ($000) $652 Shares 1,549 Est. Cost $361.05 Unrealized +8.9%
GM GENERAL MOTORS COMPANY 0.0%
Value ($000) $651 Shares 14,009 Est. Cost $46.40 Unrealized -4.3%
IDXX IDEXX LABORATORIES, INC. 0.0%
Value ($000) $650 Shares 1,334 Est. Cost $502.03 Unrealized 0.0%
JKHY JACK HENRY & ASSOCIATES, INC. 0.0%
Value ($000) $642 Shares 3,869 Est. Cost $152.63 Unrealized +6.4%
PGX INVESCO ETF TR II PFD ETF 0.0%
Value ($000) $641 Shares 55,477 Est. Cost $11.61 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $631 Shares 4,262 Est. Cost $161.70 Unrealized -8.5%
KKR KKR & CO INC COM 0.0%
Value ($000) $630 Shares 5,990 Est. Cost $77.82 Unrealized +29.6%
PPG PPG INDUSTRIES, INC. 0.0%
Value ($000) $620 Shares 4,928 Est. Cost $130.62 Unrealized -2.5%
BDX BECTON, DICKINSON AND COMPANY 0.0%
Value ($000) $619 Shares 2,650 Est. Cost $235.71 Unrealized -3.3%
SHY ISHARES TR 1 3 YR TREAS BD 0.0%
Value ($000) $617 Shares 7,559 Est. Cost $81.69 Unrealized
RDNT RADNET, INC. 0.0%
Value ($000) $617 Shares 10,467 Est. Cost $41.79 Unrealized +29.9%
COF CAPITAL ONE FINANCIAL CORPORATION 0.0%
Value ($000) $615 Shares 4,440 Est. Cost $135.37 Unrealized +1.3%
TRGP TARGA RESOURCES CORP. 0.0%
Value ($000) $615 Shares 4,772 Est. Cost $57.03 Unrealized +98.5%
SCHD SCHWAB STR:US DIV EQ ETF 0.0%
Value ($000) $606 Shares 7,710 Est. Cost $78.58 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $606 Shares 1,036 Est. Cost $512.51 Unrealized +7.8%
BRO BROWN & BROWN, INC. 0.0%
Value ($000) $605 Shares 6,771 Est. Cost $75.61 Unrealized +13.7%
NUVEEN QUALITY MUNI INC 0.0%
Value ($000) $601 Shares 50,846 Est. Cost $11.70 Unrealized
WES WESTERN GAS EQUITY PARTNERS COM UNT 0.0%
Value ($000) $595 Shares 14,974 Est. Cost $39.73 Unrealized
TDG TRANSDIGM GROUP INCORPORATED 0.0%
Value ($000) $593 Shares 464 Est. Cost $1136.24 Unrealized 0.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $590 Shares 3,209 Est. Cost $193.90 Unrealized -5.2%
FV FT VI:DW FOCUS 5 0.0%
Value ($000) $568 Shares 9,922 Est. Cost $47.95 Unrealized
F FORDMTRCODELCOM 0.0%
Value ($000) $566 Shares 45,164 Est. Cost $11.41 Unrealized -2.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $565 Shares 1,205 Est. Cost $398.60 Unrealized +8.9%
NUVEEN AMT-FREE MU CR I 0.0%
Value ($000) $559 Shares 44,586 Est. Cost $12.38 Unrealized
AMLP ALERIAN MLP 0.0%
Value ($000) $558 Shares 11,631 Est. Cost $47.71 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $558 Shares 12,029 Est. Cost $46.39 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $554 Shares 13,349 Est. Cost $51.87 Unrealized -20.9%
EATON VANCE LTD DUR INC 0.0%
Value ($000) $552 Shares 56,626 Est. Cost $9.74 Unrealized
SLYG SPDR S&P 600 SM CAP GRO 0.0%
Value ($000) $548 Shares 6,382 Est. Cost $86233.35 Unrealized
SCZ ISHARESTREAFE SML CP ETF 0.0%
Value ($000) $545 Shares 8,838 Est. Cost $53911.18 Unrealized
SKYY FRST TR II:CLOUDCOMP 0.0%
Value ($000) $540 Shares 5,655 Est. Cost $80710.91 Unrealized
FXL FT ETF TECH ALPHADEX 0.0%
Value ($000) $537 Shares 3,942 Est. Cost $131.72 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $529 Shares 14,654 Est. Cost $36.88 Unrealized
MU MICRON TECHNOLOGY, INC. 0.0%
Value ($000) $526 Shares 3,999 Est. Cost $109.37 Unrealized +14.5%
FDS FACTSET RESEARCH SYSTEMS INC. 0.0%
Value ($000) $522 Shares 1,279 Est. Cost $398.79 Unrealized +4.7%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $517 Shares 3,746 Est. Cost $70.60 Unrealized +85.0%
MKC MCCORMICK & COMPANY, INCORPORATED 0.0%
Value ($000) $511 Shares 7,198 Est. Cost $77.66 Unrealized -10.2%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $510 Shares 2,937 Est. Cost $173.03 Unrealized +3.8%
FDL FT:MS DIVIDEND LEADERS 0.0%
Value ($000) $504 Shares 13,287 Est. Cost $37.93 Unrealized
SHM SPDR NUVEEN BLMBRG SH TM MUN 0.0%
Value ($000) $498 Shares 10,553 Est. Cost $47.79 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $498 Shares 1,843 Est. Cost $250.12 Unrealized 0.0%
TMUS T-MOBILE US, INC. 0.0%
Value ($000) $495 Shares 2,811 Est. Cost $163.58 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $494 Shares 3,314 Est. Cost $134.35 Unrealized +12.7%
XLY SEL SECTOR:C DSC SPDR 0.0%
Value ($000) $493 Shares 2,703 Est. Cost $182.38 Unrealized
DBO DEUTSCHE BOERSE AG 0.0%
Value ($000) $486 Shares 30,647 Est. Cost $15.85 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value ($000) $481 Shares 3,746 Est. Cost $105320.01 Unrealized
CMS CMS ENERGY CORPORATION 0.0%
Value ($000) $481 Shares 8,076 Est. Cost $55.74 Unrealized +3.3%
HYD VANECK:HIGH YIELD MUNI 0.0%
Value ($000) $477 Shares 9,232 Est. Cost $51.65 Unrealized
SNPS SYNOPSYS, INC. 0.0%
Value ($000) $474 Shares 797 Est. Cost $565.46 Unrealized 0.0%
WEC WEC ENERGY GROUP, INC. 0.0%
Value ($000) $471 Shares 6,000 Est. Cost $83.12 Unrealized -7.6%
VSS VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 0.0%
Value ($000) $469 Shares 3,995 Est. Cost $97759.27 Unrealized
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $469 Shares 5,123 Est. Cost $82.02 Unrealized +6.5%
VAW VANGUARD WORLD FDS MATERIALS ETF 0.0%
Value ($000) $462 Shares 2,387 Est. Cost $180.20 Unrealized
IVW ISHARES TR S&P 500 GRWT ETF 0.0%
Value ($000) $462 Shares 4,988 Est. Cost $66.30 Unrealized
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $457 Shares 1,589 Est. Cost $255.46 Unrealized +0.9%
IHI ISHARES:US MED DEV ETF 0.0%
Value ($000) $457 Shares 8,152 Est. Cost $56.71 Unrealized
CCI CROWN CASTLE INC. 0.0%
Value ($000) $457 Shares 4,673 Est. Cost $95.08 Unrealized -5.6%
CI THE CIGNA GROUP 0.0%
Value ($000) $456 Shares 1,378 Est. Cost $334.20 Unrealized 0.0%
EFG ISHARES:MSCI EAFE GRO 0.0%
Value ($000) $455 Shares 4,444 Est. Cost $103.01 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $453 Shares 3,314 Est. Cost $147.51 Unrealized -0.9%
IDV ISHARES:ITL SEL DIV 0.0%
Value ($000) $450 Shares 16,255 Est. Cost $27.67 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $446 Shares 1,870 Est. Cost $196.23 Unrealized +15.8%
PEG PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 0.0%
Value ($000) $443 Shares 6,006 Est. Cost $67.45 Unrealized 0.0%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $441 Shares 8,346 Est. Cost $51.86 Unrealized -6.2%
NSC NORFOLK SOUTHERN CORPORATION 0.0%
Value ($000) $440 Shares 2,050 Est. Cost $229.55 Unrealized -2.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $438 Shares 3,212 Est. Cost $136.69 Unrealized -3.9%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $438 Shares 5,616 Est. Cost $77.99 Unrealized
DON WISDOMTREE:US MDCP DIV 0.0%
Value ($000) $432 Shares 9,242 Est. Cost $43.77 Unrealized
ARMK ARAMARKCOM 0.0%
Value ($000) $432 Shares 12,703 Est. Cost $26.01 Unrealized +22.2%
FVD FT VALUE LINE DIVIDEND 0.0%
Value ($000) $432 Shares 10,590 Est. Cost $40.53 Unrealized
MSI MOTOROLA SOLUTIONS, INC. 0.0%
Value ($000) $427 Shares 1,103 Est. Cost $354.55 Unrealized 0.0%
MMM 3M COMPANY 0.0%
Value ($000) $425 Shares 4,162 Est. Cost $85.25 Unrealized +10.6%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $424 Shares 10,138 Est. Cost $39.61 Unrealized 0.0%
VHT VANGUARD HLTH CR IDX;ETF 0.0%
Value ($000) $424 Shares 1,589 Est. Cost $269.74 Unrealized
VGSH VANGUARD ST TRS;ETF 0.0%
Value ($000) $415 Shares 7,149 Est. Cost $57.99 Unrealized
SCHB SCHWAB STR:US BR MKT ETF 0.0%
Value ($000) $409 Shares 6,486 Est. Cost $63.07 Unrealized
FXO FT ADEX:FINANCIALS ADEX 0.0%
Value ($000) $405 Shares 8,757 Est. Cost $46.29 Unrealized
PNC THE PNC FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $405 Shares 2,605 Est. Cost $146.60 Unrealized 0.0%
HCA HCA HEALTHCARE, INC. 0.0%
Value ($000) $403 Shares 1,254 Est. Cost $320.76 Unrealized 0.0%
SPG SIMON PROPERTY GROUP, INC. 0.0%
Value ($000) $400 Shares 2,636 Est. Cost $135.52 Unrealized 0.0%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $394 Shares 3,856 Est. Cost $202.53 Unrealized -51.9%
SPLV INVESCO S&P500 LOWVL 0.0%
Value ($000) $394 Shares 6,066 Est. Cost $63.15 Unrealized
DVY ISHARES:SEL DIV 0.0%
Value ($000) $392 Shares 3,244 Est. Cost $120.99 Unrealized
CDNS CADENCE DESIGN SYSTEMS, INC. 0.0%
Value ($000) $392 Shares 1,273 Est. Cost $296.08 Unrealized 0.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $390 Shares 2,599 Est. Cost $130.89 Unrealized +13.5%
CME CME GROUP INC. 0.0%
Value ($000) $384 Shares 1,951 Est. Cost $194.99 Unrealized 0.0%
ARKW ARK ETF TR NEXT GNRTN INTER 0.0%
Value ($000) $384 Shares 4,915 Est. Cost $59.75 Unrealized
ARISTA NETWORKS, INC. 0.0%
Value ($000) $381 Shares 1,086 Est. Cost $350.48 Unrealized
IRM IRON MOUNTAIN INCORPORATED 0.0%
Value ($000) $378 Shares 4,187 Est. Cost $69.93 Unrealized +9.6%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $377 Shares 2,884 Est. Cost $66307.59 Unrealized
MLM MARTIN MARIETTA MATERIALS, INC. 0.0%
Value ($000) $371 Shares 685 Est. Cost $556.87 Unrealized +3.4%
OKE ONEOK, INC. 0.0%
Value ($000) $370 Shares 4,539 Est. Cost $73.92 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $369 Shares 3,993 Est. Cost $85.31 Unrealized +3.8%
FBT FT:NYSE ARCA BIOTECH 0.0%
Value ($000) $368 Shares 2,393 Est. Cost $153.47 Unrealized
NVS NOVARTIS AGSPONSORED ADR 0.0%
Value ($000) $367 Shares 3,451 Est. Cost $62602.49 Unrealized
TRV THE TRAVELERS COMPANIES, INC. 0.0%
Value ($000) $365 Shares 1,797 Est. Cost $208.89 Unrealized 0.0%
PYPL PAYPAL HOLDINGS, INC. 0.0%
Value ($000) $363 Shares 6,262 Est. Cost $63.46 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY LIMITED 0.0%
Value ($000) $361 Shares 4,582 Est. Cost $80.46 Unrealized 0.0%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $361 Shares 1,452 Est. Cost $255.31 Unrealized 0.0%
VGT VANGUARD WORLD FDS INF TECH ETF 0.0%
Value ($000) $361 Shares 625 Est. Cost $505.72 Unrealized
ALL THE ALLSTATE CORPORATION 0.0%
Value ($000) $360 Shares 2,243 Est. Cost $161.46 Unrealized 0.0%
PWB INVESCO LARGE CAP GROWTH 0.0%
Value ($000) $360 Shares 3,807 Est. Cost $90.14 Unrealized
KLAC KLA CORPORATION 0.0%
Value ($000) $359 Shares 435 Est. Cost $728.44 Unrealized 0.0%
RY ROYAL BANK OF CANADA 0.0%
Value ($000) $358 Shares 3,361 Est. Cost $99.03 Unrealized +3.8%
MET METLIFE, INC. 0.0%
Value ($000) $353 Shares 5,023 Est. Cost $68.14 Unrealized 0.0%
NJR NEW JERSEY RESOURCES CORPORATION 0.0%
Value ($000) $351 Shares 8,144 Est. Cost $44.77 Unrealized -9.9%
TROW T. ROWE PRICE GROUP, INC. 0.0%
Value ($000) $345 Shares 2,995 Est. Cost $99.50 Unrealized +6.4%
TKR THE TIMKEN COMPANY 0.0%
Value ($000) $343 Shares 4,276 Est. Cost $86.26 Unrealized 0.0%
XLB SEL SECTOR:MATRLS SPDR 0.0%
Value ($000) $341 Shares 3,861 Est. Cost $90.96 Unrealized
UAL UNITED AIRLINES HOLDINGS, INC. 0.0%
Value ($000) $338 Shares 6,941 Est. Cost $50.33 Unrealized 0.0%
SJM THE J. M. SMUCKER COMPANY 0.0%
Value ($000) $337 Shares 3,090 Est. Cost $106.16 Unrealized 0.0%
HPQ HP INC. 0.0%
Value ($000) $336 Shares 9,518 Est. Cost $29.71 Unrealized 0.0%
HXL HEXCELCORPNEWCOM 0.0%
Value ($000) $335 Shares 5,357 Est. Cost $57.66 Unrealized +16.3%
CFG CITIZENS FINANCIAL GROUP, INC. 0.0%
Value ($000) $334 Shares 9,272 Est. Cost $32.80 Unrealized 0.0%
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $332 Shares 2,831 Est. Cost $106.75 Unrealized 0.0%
VLO VALERO ENERGY CORPORATION 0.0%
Value ($000) $331 Shares 2,111 Est. Cost $153.50 Unrealized 0.0%
XEL XCEL ENERGY INC. 0.0%
Value ($000) $330 Shares 6,116 Est. Cost $58.94 Unrealized -12.9%
STZ CONSTELLATION BRANDS, INC. 0.0%
Value ($000) $328 Shares 1,273 Est. Cost $248.34 Unrealized 0.0%
EFX EQUIFAX INC COM 0.0%
Value ($000) $326 Shares 1,344 Est. Cost $211.16 Unrealized +11.7%
ROP ROPER TECHNOLOGIES, INC. 0.0%
Value ($000) $323 Shares 573 Est. Cost $533.24 Unrealized 0.0%
AIG AMERICAN INTERNATIONAL GROUP, INC. 0.0%
Value ($000) $323 Shares 4,349 Est. Cost $73.69 Unrealized 0.0%
ITM VANECK:INTERMEDIATE MUNI 0.0%
Value ($000) $322 Shares 7,021 Est. Cost $45.84 Unrealized
PKB INVESCO BUILDING & CONS 0.0%
Value ($000) $320 Shares 4,724 Est. Cost $67.81 Unrealized
BABA ALIBABA GROUP HOLDING LIMITED 0.0%
Value ($000) $316 Shares 4,312 Est. Cost $73.23 Unrealized
GTLS CHART INDUSTRIES, INC. 0.0%
Value ($000) $315 Shares 2,185 Est. Cost $150.92 Unrealized 0.0%
WMB THE WILLIAMS COMPANIES, INC. 0.0%
Value ($000) $314 Shares 7,380 Est. Cost $37.71 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $311 Shares 969 Est. Cost $348.15 Unrealized
AZO AUTOZONE, INC. 0.0%
Value ($000) $311 Shares 105 Est. Cost $2927.39 Unrealized 0.0%
DD DUPONT DE NEMOURS, INC. 0.0%
Value ($000) $303 Shares 3,764 Est. Cost $31.56 Unrealized 0.0%
ADSK AUTODESK, INC. 0.0%
Value ($000) $301 Shares 1,215 Est. Cost $224.64 Unrealized 0.0%
PHO INVESCO WATER RES 0.0%
Value ($000) $299 Shares 4,604 Est. Cost $64.91 Unrealized
SNA SNAP-ON INCORPORATED 0.0%
Value ($000) $296 Shares 1,132 Est. Cost $262.93 Unrealized 0.0%
SCHX SCHWAB STR:US LG CAP ETF 0.0%
Value ($000) $294 Shares 4,567 Est. Cost $64.29 Unrealized
DG DOLLAR GENERAL CORPORATION 0.0%
Value ($000) $293 Shares 2,219 Est. Cost $136.12 Unrealized -1.2%
NUE NUCOR CORP COM 0.0%
Value ($000) $293 Shares 1,845 Est. Cost $161.85 Unrealized +4.4%
CTVA CORTEVA, INC. 0.0%
Value ($000) $292 Shares 5,420 Est. Cost $51.85 Unrealized +4.3%
IDU ISHARES:US UTL ETF 0.0%
Value ($000) $290 Shares 3,304 Est. Cost $85.41 Unrealized
ITA ISHARES:US AER&DEF ETF 0.0%
Value ($000) $288 Shares 2,178 Est. Cost $132.05 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC. 0.0%
Value ($000) $287 Shares 3,815 Est. Cost $71.51 Unrealized 0.0%
AME AMETEK, INC. 0.0%
Value ($000) $286 Shares 1,718 Est. Cost $170.82 Unrealized 0.0%
HUM HUMANA INC. 0.0%
Value ($000) $284 Shares 759 Est. Cost $330.11 Unrealized 0.0%
JBLU JETBLUE AIRWAYS CORPORATION 0.0%
Value ($000) $283 Shares 46,450 Est. Cost $12.02 Unrealized -49.8%
IAI ISHARES:US BD & SE ETF 0.0%
Value ($000) $279 Shares 2,383 Est. Cost $90.75 Unrealized
FTNT FORTINET, INC. 0.0%
Value ($000) $277 Shares 4,593 Est. Cost $62.18 Unrealized 0.0%
CTAS CINTAS CORPORATION 0.0%
Value ($000) $276 Shares 394 Est. Cost $168.55 Unrealized 0.0%
IT GARTNER, INC. 0.0%
Value ($000) $273 Shares 608 Est. Cost $444.91 Unrealized 0.0%
KDP KEURIG DR PEPPER INC. 0.0%
Value ($000) $272 Shares 8,097 Est. Cost $31.54 Unrealized 0.0%
RPM RPM INTERNATIONAL INC. 0.0%
Value ($000) $271 Shares 2,514 Est. Cost $83.78 Unrealized +32.1%
CEG CONSTELLATION ENERGY CORPORATION. 0.0%
Value ($000) $270 Shares 1,347 Est. Cost $201.97 Unrealized 0.0%
HLI HOULIHAN LOKEY, INC. 0.0%
Value ($000) $269 Shares 1,994 Est. Cost $121.61 Unrealized +5.2%
CPRT COPART, INC. 0.0%
Value ($000) $268 Shares 4,949 Est. Cost $54.59 Unrealized 0.0%
YUM YUM! BRANDS, INC. 0.0%
Value ($000) $267 Shares 2,015 Est. Cost $133.30 Unrealized 0.0%
HII HUNTINGTON INGALLS INDUSTRIES, INC. 0.0%
Value ($000) $266 Shares 1,080 Est. Cost $250.18 Unrealized 0.0%
GILD GILEAD SCIENCES, INC. 0.0%
Value ($000) $265 Shares 3,863 Est. Cost $63.13 Unrealized 0.0%
HIG THE HARTFORD FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $264 Shares 2,616 Est. Cost $88.72 Unrealized +10.0%
OUSA ALPS ETF GR OSHARES US QUALITY DIV 0.0%
Value ($000) $264 Shares 5,319 Est. Cost $41.46 Unrealized
IP INTERNATIONAL PAPER COMPANY 0.0%
Value ($000) $264 Shares 6,108 Est. Cost $38.08 Unrealized 0.0%
VDE VANGUARD WORLD FDS ENERGY ETF 0.0%
Value ($000) $263 Shares 2,047 Est. Cost $121.20 Unrealized
CMI CUMMINS INC. 0.0%
Value ($000) $262 Shares 945 Est. Cost $276.13 Unrealized 0.0%
EQIX EQUINIX, INC. 0.0%
Value ($000) $256 Shares 338 Est. Cost $732.37 Unrealized 0.0%
XHB SPDR S&P HOMEBUILD 0.0%
Value ($000) $249 Shares 2,459 Est. Cost $95.66 Unrealized
ROST ROSS STORES, INC. 0.0%
Value ($000) $249 Shares 1,710 Est. Cost $135.85 Unrealized 0.0%
SYY SYSCO CORPORATION. 0.0%
Value ($000) $248 Shares 3,474 Est. Cost $71.17 Unrealized 0.0%
THE INTERPUBLIC GROUP OF COMPANIES, INC. 0.0%
Value ($000) $247 Shares 8,508 Est. Cost $28.82 Unrealized 0.0%
GSLC GOLDMAN:AB US LG CAP EQ 0.0%
Value ($000) $247 Shares 2,307 Est. Cost $103.96 Unrealized
GWW W.W. GRAINGER, INC. 0.0%
Value ($000) $245 Shares 272 Est. Cost $927.67 Unrealized 0.0%
CBSH COMMERCE BANCSHARES, INC. 0.0%
Value ($000) $240 Shares 4,305 Est. Cost $42.82 Unrealized +12.1%
WOLFSPEED INC 0.0%
Value ($000) $239 Shares 10,519 Est. Cost $88917.01 Unrealized
DIN DINE BRANDS GLOBAL, INC. 0.0%
Value ($000) $232 Shares 6,325 Est. Cost $37.06 Unrealized 0.0%
TFI SPDR NUVEEN BLMBRG MU 0.0%
Value ($000) $229 Shares 5,000 Est. Cost $47.00 Unrealized
SLV ISHARES:SILVER TRUST 0.0%
Value ($000) $227 Shares 8,536 Est. Cost $26.57 Unrealized
RSPG RHYOLITE RESOURCES LTD. 0.0%
Value ($000) $227 Shares 2,813 Est. Cost $80.62 Unrealized
DPZ DOMINO'S PIZZA, INC. 0.0%
Value ($000) $225 Shares 436 Est. Cost $497.09 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $224 Shares 3,350 Est. Cost $65.81 Unrealized 0.0%
TTD THE TRADE DESK, INC. 0.0%
Value ($000) $223 Shares 2,282 Est. Cost $90.22 Unrealized 0.0%
CGW INVESCO S&P GL WTR 0.0%
Value ($000) $222 Shares 4,015 Est. Cost $55.51 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $221 Shares 4,432 Est. Cost $52.57 Unrealized +0.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $221 Shares 1,471 Est. Cost $150.45 Unrealized
GNRC GENERAC HOLDINGS INC. 0.0%
Value ($000) $219 Shares 1,659 Est. Cost $138.20 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INCORPORATED 0.0%
Value ($000) $218 Shares 1,589 Est. Cost $132.98 Unrealized 0.0%
KMI KINDER MORGAN, INC. 0.0%
Value ($000) $217 Shares 10,901 Est. Cost $17.73 Unrealized 0.0%
FLRN SPDR BBG IG FLOATNG RATE 0.0%
Value ($000) $217 Shares 7,020 Est. Cost $30.85 Unrealized
SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.0%
Value ($000) $216 Shares 8,114 Est. Cost $24.79 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $214 Shares 6,176 Est. Cost $34.74 Unrealized 0.0%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $213 Shares 2,160 Est. Cost $92.66 Unrealized 0.0%
AOS A. O. SMITH CORPORATION 0.0%
Value ($000) $213 Shares 2,606 Est. Cost $82.14 Unrealized 0.0%
HST HOST HOTELS & RESORTS, INC. 0.0%
Value ($000) $212 Shares 11,685 Est. Cost $16.98 Unrealized 0.0%
XOP SPDR S&P OIL&GAS EXP 0.0%
Value ($000) $211 Shares 1,448 Est. Cost $145.50 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $205 Shares 4,615 Est. Cost $41.80 Unrealized 0.0%
WYNN WYNN RESORTS, LIMITED 0.0%
Value ($000) $203 Shares 2,264 Est. Cost $94.38 Unrealized 0.0%
ORI OLD REPUBLIC INTERNATIONAL CORPORATION 0.0%
Value ($000) $202 Shares 6,533 Est. Cost $26.01 Unrealized 0.0%
WSO WATSCO, INC. 0.0%
Value ($000) $202 Shares 435 Est. Cost $457.10 Unrealized 0.0%
SHYG ISHARES:0-5 HY CORP BD 0.0%
Value ($000) $201 Shares 4,762 Est. Cost $42.55 Unrealized
GLW CORNING INCORPORATED 0.0%
Value ($000) $201 Shares 5,169 Est. Cost $33.68 Unrealized 0.0%
NUVEEN S&P 500 BUY-WRITE INCCOM 0.0%
Value ($000) $168 Shares 12,203 Est. Cost $13.61 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $148 Shares 11,107 Est. Cost $12.55 Unrealized 0.0%
VALE VALE SA 0.0%
Value ($000) $140 Shares 12,529 Est. Cost $12.06 Unrealized
VFC V.F. CORPORATION 0.0%
Value ($000) $137 Shares 10,139 Est. Cost $13.12 Unrealized 0.0%
DESKTOP METAL, INC. 0.0%
Value ($000) $136 Shares 32,957 Est. Cost $4.13 Unrealized
VLY VALLEY NATIONAL BANCORP 0.0%
Value ($000) $136 Shares 19,116 Est. Cost $7.30 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $131 Shares 17,625 Est. Cost $13.32 Unrealized -39.9%
MPT MEDICAL PROPERTIES TRUST, INC. 0.0%
Value ($000) $116 Shares 26,027 Est. Cost $4.60 Unrealized
ESPR ESPERION THERAPEUTICS INC NE COM 0.0%
Value ($000) $73 Shares 32,687 Est. Cost $1.93 Unrealized +21.8%