Outlook Wealth Advisors, LLC Diversified Active

CIK: 0001767151 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $261,851 (100.0% shares, 0.0% debt)

Holdings (199)

USEP INNOVATOR ETFS TR 6.0%
Value ($000) $15,783 Shares 539,209 Est. Cost $26.40 Unrealized
PJUN INNOVATOR ETFS TR 4.5%
Value ($000) $11,864 Shares 378,915 Est. Cost $28.78 Unrealized
VTV VANGUARD INDEX FDS 3.4%
Value ($000) $8,841 Shares 64,096 Est. Cost $125.17 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 3.2%
Value ($000) $8,255 Shares 377,438 Est. Cost $22.25 Unrealized
PNOV INNOVATOR ETFS TR 3.0%
Value ($000) $7,938 Shares 240,108 Est. Cost $33.70 Unrealized
QQQ INVESCO QQQ TR 2.9%
Value ($000) $7,465 Shares 20,835 Est. Cost $368.47 Unrealized
PSEP INNOVATOR ETFS TR 2.5%
Value ($000) $6,551 Shares 202,176 Est. Cost $28.02 Unrealized
UMAY INNOVATOR ETFS TR 2.4%
Value ($000) $6,311 Shares 228,086 Est. Cost $25.99 Unrealized
PJUL INNOVATOR ETFS TR 2.4%
Value ($000) $6,194 Shares 183,796 Est. Cost $31.98 Unrealized
STC STEWART INFORMATION SVCS COR 2.3%
Value ($000) $6,117 Shares 139,667 Est. Cost $55.27 Unrealized -18.2%
HYDB ISHARES TR 2.2%
Value ($000) $5,714 Shares 130,060 Est. Cost $44.63 Unrealized
NEAR ISHARES U S ETF TR 1.9%
Value ($000) $4,973 Shares 99,687 Est. Cost $49.60 Unrealized
IEFA ISHARES TR 1.8%
Value ($000) $4,626 Shares 71,883 Est. Cost $67.45 Unrealized
IVV ISHARES TR 1.7%
Value ($000) $4,412 Shares 10,274 Est. Cost $432.04 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $4,339 Shares 25,345 Est. Cost $113.61 Unrealized +59.6%
LQD ISHARES TR 1.4%
Value ($000) $3,691 Shares 36,184 Est. Cost $108.14 Unrealized
XOM EXXON MOBIL CORP 1.4%
Value ($000) $3,573 Shares 30,385 Est. Cost $42.79 Unrealized +136.0%
SGOV ISHARES TR 1.3%
Value ($000) $3,288 Shares 32,658 Est. Cost $100.52 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,223 Shares 7,540 Est. Cost $413.35 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $2,952 Shares 6,786 Est. Cost $25.61 Unrealized +74.8%
SPYM SPDR SER TR 1.1%
Value ($000) $2,896 Shares 57,622 Est. Cost $39.35 Unrealized
JAAA JANUS DETROIT STR TR 1.1%
Value ($000) $2,868 Shares 56,986 Est. Cost $49.07 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $2,774 Shares 19,579 Est. Cost $194.15 Unrealized
FLRN SPDR SER TR 1.0%
Value ($000) $2,712 Shares 88,283 Est. Cost $30.33 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,699 Shares 8,548 Est. Cost $158.29 Unrealized +105.1%
BIL SPDR SER TR 1.0%
Value ($000) $2,527 Shares 27,518 Est. Cost $91.52 Unrealized
SPTM SPDR SER TR 0.9%
Value ($000) $2,427 Shares 46,246 Est. Cost $49.20 Unrealized
NJUL INNOVATOR ETFS TR 0.8%
Value ($000) $2,202 Shares 43,354 Est. Cost $47.84 Unrealized
GOOGL ALPHABET INC 0.8%
Value ($000) $2,146 Shares 16,397 Est. Cost $110.41 Unrealized +16.3%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $2,140 Shares 12,694 Est. Cost $81.31 Unrealized +79.3%
LGLV SPDR SER TR 0.8%
Value ($000) $2,054 Shares 15,380 Est. Cost $140.61 Unrealized
BIV VANGUARD BD INDEX FDS 0.7%
Value ($000) $1,877 Shares 25,956 Est. Cost $76.74 Unrealized
ITB ISHARES TR 0.7%
Value ($000) $1,867 Shares 23,791 Est. Cost $70.38 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,864 Shares 11,969 Est. Cost $122.06 Unrealized +25.6%
XLSR SSGA ACTIVE TR 0.7%
Value ($000) $1,772 Shares 42,934 Est. Cost $40.15 Unrealized
BSEP INNOVATOR ETFS TR 0.7%
Value ($000) $1,713 Shares 50,883 Est. Cost $32.69 Unrealized
PDEC INNOVATOR ETFS TR 0.7%
Value ($000) $1,708 Shares 52,796 Est. Cost $31.45 Unrealized
PLD PROLOGIS INC. 0.6%
Value ($000) $1,692 Shares 15,083 Est. Cost $103.69 Unrealized +9.0%
PAUG INNOVATOR ETFS TR 0.6%
Value ($000) $1,639 Shares 52,775 Est. Cost $28.05 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,558 Shares 5,156 Est. Cost $192.87 Unrealized +57.1%
FFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,509 Shares 38,707 Est. Cost $38.98 Unrealized
PMAY INNOVATOR ETFS TR 0.6%
Value ($000) $1,498 Shares 50,752 Est. Cost $27.52 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,446 Shares 6,808 Est. Cost $193.34 Unrealized
PECO PHILLIPS EDISON & CO INC 0.5%
Value ($000) $1,401 Shares 41,766 Est. Cost $34.38 Unrealized
SPDW SPDR INDEX SHS FDS 0.5%
Value ($000) $1,387 Shares 44,718 Est. Cost $32.12 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,352 Shares 11,289 Est. Cost $76.10 Unrealized +41.8%
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $1,300 Shares 4,776 Est. Cost $275.88 Unrealized
AUGW AIM ETF PRODUCTS TRUST 0.5%
Value ($000) $1,257 Shares 51,806 Est. Cost $24.26 Unrealized
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $1,233 Shares 36,721 Est. Cost $34.07 Unrealized
USTB VICTORY PORTFOLIOS II 0.5%
Value ($000) $1,225 Shares 25,050 Est. Cost $51.33 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.4%
Value ($000) $1,176 Shares 11,745 Est. Cost $100.14 Unrealized
V VISA INC 0.4%
Value ($000) $1,092 Shares 4,746 Est. Cost $181.33 Unrealized +30.2%
DE DEERE & CO 0.4%
Value ($000) $1,067 Shares 2,828 Est. Cost $284.10 Unrealized +40.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,058 Shares 19,683 Est. Cost $49.66 Unrealized +1.3%
CDNS CADENCE DESIGN SYSTEM INC 0.4%
Value ($000) $1,056 Shares 4,506 Est. Cost $114.97 Unrealized +103.6%
ITOT ISHARES TR 0.4%
Value ($000) $1,021 Shares 10,837 Est. Cost $102.11 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $1,019 Shares 23,311 Est. Cost $45.46 Unrealized
BJUN INNOVATOR ETFS TR 0.4%
Value ($000) $1,012 Shares 30,835 Est. Cost $32.45 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $1,011 Shares 18,885 Est. Cost $60.97 Unrealized
JUNW AIM ETF PRODUCTS TRUST 0.4%
Value ($000) $980 Shares 38,360 Est. Cost $25.76 Unrealized
MAYW AIM ETF PRODUCTS TRUST 0.4%
Value ($000) $976 Shares 37,983 Est. Cost $25.87 Unrealized
POCT INNOVATOR ETFS TR 0.4%
Value ($000) $962 Shares 28,316 Est. Cost $33.96 Unrealized
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $949 Shares 21,409 Est. Cost $36.65 Unrealized +13.2%
MLPX GLOBAL X FDS 0.4%
Value ($000) $938 Shares 22,127 Est. Cost $39.20 Unrealized
EMXC ISHARES INC 0.4%
Value ($000) $937 Shares 18,807 Est. Cost $49.33 Unrealized
SPSM SPDR SER TR 0.4%
Value ($000) $925 Shares 25,074 Est. Cost $55.45 Unrealized
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $915 Shares 2,102 Est. Cost $440.74 Unrealized -0.9%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $915 Shares 2,505 Est. Cost $394.19 Unrealized -2.1%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $899 Shares 6,163 Est. Cost $111.71 Unrealized +29.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $897 Shares 11,495 Est. Cost $65.88 Unrealized +19.5%
HON HONEYWELL INTL INC 0.3%
Value ($000) $873 Shares 4,726 Est. Cost $143.33 Unrealized +21.3%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $866 Shares 2,818 Est. Cost $168.25 Unrealized +80.9%
CSX CSX CORP 0.3%
Value ($000) $862 Shares 28,028 Est. Cost $29.68 Unrealized +3.0%
FBT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $856 Shares 5,852 Est. Cost $153.92 Unrealized
WDAY WORKDAY INC 0.3%
Value ($000) $814 Shares 3,791 Est. Cost $175.79 Unrealized +31.9%
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $794 Shares 1,914 Est. Cost $302.29 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.3%
Value ($000) $790 Shares 4,347 Est. Cost $191.04 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $789 Shares 14,943 Est. Cost $47.40 Unrealized +10.7%
ZTS ZOETIS INC 0.3%
Value ($000) $787 Shares 4,522 Est. Cost $115.30 Unrealized +53.5%
CI THE CIGNA GROUP 0.3%
Value ($000) $777 Shares 2,717 Est. Cost $234.39 Unrealized +16.4%
WBS WEBSTER FINL CORP 0.3%
Value ($000) $771 Shares 19,129 Est. Cost $44.16 Unrealized -3.7%
RRX REGAL REXNORD CORPORATION 0.3%
Value ($000) $755 Shares 5,284 Est. Cost $88.34 Unrealized +74.2%
PHM PULTE GROUP INC 0.3%
Value ($000) $753 Shares 10,163 Est. Cost $78.26 Unrealized 0.0%
CVS CVS HEALTH CORP 0.3%
Value ($000) $741 Shares 10,607 Est. Cost $55.49 Unrealized +16.4%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $738 Shares 12,880 Est. Cost $63.95 Unrealized +0.7%
WAT WATERS CORP 0.3%
Value ($000) $734 Shares 2,675 Est. Cost $278.26 Unrealized -0.7%
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $733 Shares 15,332 Est. Cost $48.92 Unrealized
APRW AIM ETF PRODUCTS TRUST 0.3%
Value ($000) $733 Shares 26,183 Est. Cost $28.10 Unrealized
IYW ISHARES TR 0.3%
Value ($000) $715 Shares 6,812 Est. Cost $108.79 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $704 Shares 16,513 Est. Cost $34.61 Unrealized +20.9%
TE CONNECTIVITY LTD 0.3%
Value ($000) $691 Shares 5,593 Est. Cost $127.09 Unrealized
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $689 Shares 1,726 Est. Cost $488.31 Unrealized -10.5%
XJUN FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $685 Shares 20,675 Est. Cost $33.44 Unrealized
PIONEER NAT RES CO 0.3%
Value ($000) $684 Shares 2,980 Est. Cost $169.30 Unrealized
BWA BORGWARNER INC 0.3%
Value ($000) $684 Shares 16,944 Est. Cost $39.79 Unrealized +3.0%
JULW AIM ETF PRODUCTS TRUST 0.3%
Value ($000) $681 Shares 23,182 Est. Cost $29.79 Unrealized
IQV IQVIA HLDGS INC 0.3%
Value ($000) $679 Shares 3,452 Est. Cost $220.06 Unrealized -1.3%
AMZN AMAZON COM INC 0.3%
Value ($000) $679 Shares 5,338 Est. Cost $122.38 Unrealized +9.5%
BMAY INNOVATOR ETFS TR 0.3%
Value ($000) $673 Shares 21,650 Est. Cost $28.71 Unrealized
FTNT FORTINET INC 0.3%
Value ($000) $661 Shares 11,270 Est. Cost $67.95 Unrealized -2.6%
RGA REINSURANCE GRP OF AMERICA I 0.3%
Value ($000) $658 Shares 4,530 Est. Cost $141.91 Unrealized -0.2%
SYY SYSCO CORP 0.2%
Value ($000) $653 Shares 9,890 Est. Cost $68.48 Unrealized -2.1%
IJR ISHARES TR 0.2%
Value ($000) $652 Shares 6,914 Est. Cost $104.29 Unrealized
IRM IRON MTN INC DEL 0.2%
Value ($000) $644 Shares 10,834 Est. Cost $41.36 Unrealized +36.2%
IJK ISHARES TR 0.2%
Value ($000) $642 Shares 8,888 Est. Cost $155.22 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $636 Shares 4,266 Est. Cost $121.82 Unrealized +30.4%
INTERPUBLIC GROUP COS INC 0.2%
Value ($000) $623 Shares 21,734 Est. Cost $25.09 Unrealized +20.7%
FISV FISERV INC 0.2%
Value ($000) $615 Shares 5,448 Est. Cost $103.53 Unrealized +19.0%
IGIB ISHARES TR 0.2%
Value ($000) $592 Shares 12,170 Est. Cost $50.57 Unrealized
WFRD WEATHERFORD INTL PLC 0.2%
Value ($000) $588 Shares 6,514 Est. Cost $84.49 Unrealized 0.0%
ALGM ALLEGRO MICROSYSTEMS INC 0.2%
Value ($000) $576 Shares 18,048 Est. Cost $40.66 Unrealized -0.1%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $575 Shares 4,762 Est. Cost $98.86 Unrealized +19.1%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $572 Shares 9,960 Est. Cost $57.28 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $566 Shares 7,534 Est. Cost $82.39 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $560 Shares 8,752 Est. Cost $41.93 Unrealized +54.0%
DAR DARLING INGREDIENTS INC 0.2%
Value ($000) $560 Shares 10,722 Est. Cost $66.65 Unrealized -6.3%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $558 Shares 2,949 Est. Cost $198.89 Unrealized
BJUL INNOVATOR ETFS TR 0.2%
Value ($000) $543 Shares 15,739 Est. Cost $31.67 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.2%
Value ($000) $538 Shares 44,945 Est. Cost $14.74 Unrealized
TPR TAPESTRY INC 0.2%
Value ($000) $521 Shares 18,138 Est. Cost $34.72 Unrealized -1.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $514 Shares 1,468 Est. Cost $249.16 Unrealized +42.4%
FTXL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $511 Shares 7,552 Est. Cost $71.09 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.2%
Value ($000) $501 Shares 23,631 Est. Cost $22.97 Unrealized -9.8%
RXI ISHARES TR 0.2%
Value ($000) $490 Shares 3,345 Est. Cost $156.42 Unrealized
IYJ ISHARES TR 0.2%
Value ($000) $489 Shares 4,851 Est. Cost $106.04 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $456 Shares 10,420 Est. Cost $46.51 Unrealized
XBAP INNOVATOR ETFS TR 0.2%
Value ($000) $445 Shares 15,388 Est. Cost $28.96 Unrealized
SPMD SPDR SER TR 0.2%
Value ($000) $444 Shares 10,129 Est. Cost $43.94 Unrealized
IGE ISHARES TR 0.2%
Value ($000) $441 Shares 10,614 Est. Cost $39.17 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $437 Shares 5,280 Est. Cost $81.55 Unrealized
OZ BELPOINTE PREP LLC 0.2%
Value ($000) $428 Shares 4,996 Est. Cost $100.11 Unrealized -13.5%
DGRW WISDOMTREE TR 0.2%
Value ($000) $427 Shares 6,720 Est. Cost $65.51 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $420 Shares 4,471 Est. Cost $93.89 Unrealized
ASPEN TECHNOLOGY INC 0.2%
Value ($000) $414 Shares 2,026 Est. Cost $183.65 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $411 Shares 495 Est. Cost $70.77 Unrealized +18.7%
BAUG INNOVATOR ETFS TR 0.2%
Value ($000) $408 Shares 12,364 Est. Cost $30.31 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.2%
Value ($000) $408 Shares 18,295 Est. Cost $25.04 Unrealized -8.4%
QTJL INNOVATOR ETFS TR 0.2%
Value ($000) $408 Shares 16,480 Est. Cost $26.32 Unrealized
ES EVERSOURCE ENERGY 0.2%
Value ($000) $406 Shares 6,988 Est. Cost $67.13 Unrealized -11.4%
ALB ALBEMARLE CORP 0.2%
Value ($000) $405 Shares 2,383 Est. Cost $195.91 Unrealized -2.4%
ILCG ISHARES TR 0.2%
Value ($000) $402 Shares 6,745 Est. Cost $154.70 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $398 Shares 2,429 Est. Cost $152.99 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $383 Shares 13,156 Est. Cost $112.12 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $380 Shares 2,219 Est. Cost $181.48 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $376 Shares 11,445 Est. Cost $31.22 Unrealized
BRLN BLACKROCK ETF TRUST II 0.1%
Value ($000) $370 Shares 7,019 Est. Cost $52.65 Unrealized
FTXG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $364 Shares 15,375 Est. Cost $26.76 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $360 Shares 9,521 Est. Cost $42.99 Unrealized
STAG STAG INDL INC 0.1%
Value ($000) $357 Shares 10,339 Est. Cost $35.85 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $353 Shares 5,478 Est. Cost $58.39 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $352 Shares 9,177 Est. Cost $36.11 Unrealized
KJUL INNOVATOR ETFS TR 0.1%
Value ($000) $342 Shares 13,670 Est. Cost $26.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $337 Shares 12,296 Est. Cost $24.88 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $334 Shares 844 Est. Cost $268.39 Unrealized +47.6%
BFEB INNOVATOR ETFS TR 0.1%
Value ($000) $332 Shares 9,972 Est. Cost $31.99 Unrealized
NAPR INNOVATOR ETFS TR 0.1%
Value ($000) $326 Shares 7,800 Est. Cost $41.69 Unrealized
WMT WALMART INC 0.1%
Value ($000) $321 Shares 2,008 Est. Cost $36.71 Unrealized +41.1%
QLD PROSHARES TR 0.1%
Value ($000) $313 Shares 5,281 Est. Cost $59.35 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $312 Shares 1,273 Est. Cost $256.09 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $302 Shares 1,996 Est. Cost $107.49 Unrealized +23.4%
USMV ISHARES TR 0.1%
Value ($000) $300 Shares 4,142 Est. Cost $86.60 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $299 Shares 1,476 Est. Cost $204.37 Unrealized +4.5%
BAPR INNOVATOR ETFS TR 0.1%
Value ($000) $287 Shares 8,207 Est. Cost $32.42 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $286 Shares 1,341 Est. Cost $172.66 Unrealized +21.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $283 Shares 527 Est. Cost $411.47 Unrealized +23.2%
FALN ISHARES TR 0.1%
Value ($000) $283 Shares 11,404 Est. Cost $25.37 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $283 Shares 4,355 Est. Cost $43.86 Unrealized +37.4%
APRJ INNOVATOR ETFS TR 0.1%
Value ($000) $273 Shares 11,117 Est. Cost $24.67 Unrealized
PFEB INNOVATOR ETFS TR 0.1%
Value ($000) $270 Shares 8,867 Est. Cost $29.23 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $267 Shares 1,722 Est. Cost $162.45 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $266 Shares 4,515 Est. Cost $65.67 Unrealized
UAPR INNOVATOR ETFS TR 0.1%
Value ($000) $262 Shares 10,188 Est. Cost $24.28 Unrealized
TAIL CAMBRIA ETF TR 0.1%
Value ($000) $261 Shares 20,178 Est. Cost $13.55 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $258 Shares 2,837 Est. Cost $90.94 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $254 Shares 11,700 Est. Cost $20.26 Unrealized
BDEC INNOVATOR ETFS TR 0.1%
Value ($000) $250 Shares 7,151 Est. Cost $34.44 Unrealized
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $245 Shares 4,062 Est. Cost $57.59 Unrealized
FTXH FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $244 Shares 9,557 Est. Cost $26.09 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $244 Shares 478 Est. Cost $524.63 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $241 Shares 384 Est. Cost $626.77 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $233 Shares 1,565 Est. Cost $133.70 Unrealized +1.2%
BJAN INNOVATOR ETFS TR 0.1%
Value ($000) $230 Shares 6,247 Est. Cost $35.48 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $229 Shares 4,083 Est. Cost $55.72 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $226 Shares 2,105 Est. Cost $97.43 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $225 Shares 1,414 Est. Cost $159.05 Unrealized -0.1%
JULH INNOVATOR ETFS TR 0.1%
Value ($000) $224 Shares 9,120 Est. Cost $24.54 Unrealized
IGV ISHARES TR 0.1%
Value ($000) $219 Shares 643 Est. Cost $345.91 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $219 Shares 2,800 Est. Cost $86.54 Unrealized
AGG ISHARES TR 0.1%
Value ($000) $217 Shares 2,304 Est. Cost $97.95 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $216 Shares 13,042 Est. Cost $15.19 Unrealized +0.5%
UNP UNION PAC CORP 0.1%
Value ($000) $215 Shares 1,057 Est. Cost $206.15 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $212 Shares 2,995 Est. Cost $72.62 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $209 Shares 7,708 Est. Cost $27.77 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $208 Shares 2,020 Est. Cost $99.84 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $202 Shares 1,966 Est. Cost $108.55 Unrealized 0.0%
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $160 Shares 24,827 Est. Cost $5.55 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $125 Shares 15,679 Est. Cost $10.30 Unrealized
CORNERSTONE STRATEGIC VALUE 0.0%
Value ($000) $87 Shares 10,781 Est. Cost $8.05 Unrealized
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $37 Shares 10,174 Est. Cost $11.21 Unrealized -66.9%