Outlook Wealth Advisors, LLC Diversified Active

CIK: 0001767151 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 22, 2024

Total Value ($000): $323,773 (100.0% shares, 0.0% debt)

Holdings (258)

BMAR INNOVATOR ETFS TRUST 4.7%
Value ($000) $15,188 Shares 364,499 Est. Cost $41.67 Unrealized
IVV ISHARES TR 4.1%
Value ($000) $13,162 Shares 25,036 Est. Cost $487.70 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 4.0%
Value ($000) $12,892 Shares 486,502 Est. Cost $26.50 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 3.8%
Value ($000) $12,415 Shares 316,389 Est. Cost $39.24 Unrealized
QQQ INVESCO QQQ TR 3.5%
Value ($000) $11,226 Shares 25,283 Est. Cost $384.81 Unrealized
VTV VANGUARD INDEX FDS 3.3%
Value ($000) $10,682 Shares 65,593 Est. Cost $126.21 Unrealized
HYDB ISHARES TR 2.9%
Value ($000) $9,542 Shares 204,238 Est. Cost $45.36 Unrealized
JANW AIM ETF PRODUCTS TRUST 2.8%
Value ($000) $9,029 Shares 287,217 Est. Cost $30.63 Unrealized
FLRN SPDR SER TR 2.2%
Value ($000) $7,203 Shares 233,637 Est. Cost $30.49 Unrealized
STC STEWART INFORMATION SVCS COR 2.2%
Value ($000) $7,135 Shares 109,667 Est. Cost $55.27 Unrealized +10.1%
IEFA ISHARES TR 1.8%
Value ($000) $5,695 Shares 76,729 Est. Cost $67.94 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $5,380 Shares 5,954 Est. Cost $25.61 Unrealized +182.9%
NEAR ISHARES U S ETF TR 1.6%
Value ($000) $5,032 Shares 99,718 Est. Cost $49.67 Unrealized
APRW AIM ETF PRODUCTS TRUST 1.5%
Value ($000) $4,789 Shares 158,259 Est. Cost $30.26 Unrealized
IGSB ISHARES TR 1.4%
Value ($000) $4,397 Shares 85,743 Est. Cost $51.28 Unrealized
PAPR INNOVATOR ETFS TRUST 1.3%
Value ($000) $4,341 Shares 129,247 Est. Cost $33.59 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $3,973 Shares 23,169 Est. Cost $113.61 Unrealized +58.7%
NJUL INNOVATOR ETFS TRUST 1.2%
Value ($000) $3,939 Shares 68,325 Est. Cost $50.81 Unrealized
FEBW AIM ETF PRODUCTS TRUST 1.2%
Value ($000) $3,878 Shares 133,915 Est. Cost $28.82 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,766 Shares 7,200 Est. Cost $413.35 Unrealized
MARW AIM ETF PRODUCTS TRUST 1.1%
Value ($000) $3,527 Shares 122,800 Est. Cost $28.72 Unrealized
PMAR INNOVATOR ETFS TRUST 1.0%
Value ($000) $3,333 Shares 90,543 Est. Cost $36.81 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,232 Shares 7,683 Est. Cost $158.29 Unrealized +152.2%
PJAN INNOVATOR ETFS TRUST 0.9%
Value ($000) $3,040 Shares 77,733 Est. Cost $39.11 Unrealized
IUSB ISHARES TR 0.9%
Value ($000) $2,868 Shares 62,903 Est. Cost $45.59 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $2,808 Shares 113,010 Est. Cost $24.85 Unrealized
ITB ISHARES TR 0.8%
Value ($000) $2,664 Shares 23,011 Est. Cost $70.38 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,647 Shares 22,769 Est. Cost $42.79 Unrealized +129.2%
VUG VANGUARD INDEX FDS 0.8%
Value ($000) $2,622 Shares 7,619 Est. Cost $301.30 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $2,361 Shares 13,939 Est. Cost $194.15 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $2,296 Shares 14,556 Est. Cost $89.01 Unrealized +56.2%
BILZ PIMCO ETF TR 0.7%
Value ($000) $2,246 Shares 22,206 Est. Cost $100.89 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $2,057 Shares 13,631 Est. Cost $110.41 Unrealized +28.6%
XLSR SSGA ACTIVE TR 0.6%
Value ($000) $2,016 Shares 40,435 Est. Cost $40.15 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,998 Shares 12,628 Est. Cost $123.37 Unrealized +21.8%
BSEP INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,937 Shares 49,317 Est. Cost $32.69 Unrealized
PDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,896 Shares 51,818 Est. Cost $31.45 Unrealized
POCT INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,894 Shares 50,521 Est. Cost $34.90 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,855 Shares 40,975 Est. Cost $44.47 Unrealized
OCTJ INNOVATOR ETFS TRUST 0.6%
Value ($000) $1,788 Shares 74,354 Est. Cost $24.12 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,677 Shares 6,451 Est. Cost $193.34 Unrealized
IYJ ISHARES TR 0.5%
Value ($000) $1,559 Shares 12,406 Est. Cost $125.71 Unrealized
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $1,509 Shares 41,698 Est. Cost $34.46 Unrealized
PECO PHILLIPS EDISON & CO INC 0.5%
Value ($000) $1,498 Shares 41,766 Est. Cost $34.38 Unrealized
BIV VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,468 Shares 19,473 Est. Cost $76.59 Unrealized
SPDW SPDR INDEX SHS FDS 0.4%
Value ($000) $1,416 Shares 39,522 Est. Cost $32.12 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $1,406 Shares 1,061 Est. Cost $96.51 Unrealized +25.6%
PJUN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,378 Shares 39,922 Est. Cost $28.78 Unrealized
FLOT ISHARES TR 0.4%
Value ($000) $1,320 Shares 25,843 Est. Cost $50.62 Unrealized
USEP INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,317 Shares 39,967 Est. Cost $26.40 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,280 Shares 15,896 Est. Cost $80.51 Unrealized
SGOV ISHARES TR 0.4%
Value ($000) $1,247 Shares 12,383 Est. Cost $100.52 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.4%
Value ($000) $1,233 Shares 3,961 Est. Cost $114.97 Unrealized +157.3%
FIW FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,228 Shares 12,031 Est. Cost $93.83 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $1,185 Shares 16,613 Est. Cost $71.34 Unrealized
V VISA INC 0.4%
Value ($000) $1,170 Shares 4,192 Est. Cost $181.33 Unrealized +50.2%
MLPX GLOBAL X FDS 0.4%
Value ($000) $1,142 Shares 23,310 Est. Cost $39.57 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,128 Shares 6,954 Est. Cost $115.50 Unrealized +29.7%
PJUL INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,105 Shares 29,094 Est. Cost $32.74 Unrealized
BJUN INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,102 Shares 29,296 Est. Cost $32.45 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,084 Shares 21,601 Est. Cost $45.56 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $1,066 Shares 2,505 Est. Cost $394.19 Unrealized +8.4%
IYW ISHARES TR 0.3%
Value ($000) $1,057 Shares 7,829 Est. Cost $113.95 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,007 Shares 7,914 Est. Cost $76.10 Unrealized +41.4%
PSEP INNOVATOR ETFS TRUST 0.3%
Value ($000) $996 Shares 27,291 Est. Cost $28.02 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $992 Shares 20,174 Est. Cost $48.98 Unrealized
ICVT ISHARES TR 0.3%
Value ($000) $991 Shares 12,408 Est. Cost $78.65 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $980 Shares 2,554 Est. Cost $192.87 Unrealized +80.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $965 Shares 4,702 Est. Cost $143.33 Unrealized +26.1%
CSX CSX CORP 0.3%
Value ($000) $949 Shares 25,598 Est. Cost $29.68 Unrealized +19.5%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $920 Shares 12,002 Est. Cost $80.25 Unrealized
PHM PULTE GROUP INC 0.3%
Value ($000) $908 Shares 7,528 Est. Cost $78.26 Unrealized +35.1%
SPSM SPDR SER TR 0.3%
Value ($000) $891 Shares 20,711 Est. Cost $54.69 Unrealized
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $887 Shares 1,711 Est. Cost $440.74 Unrealized +9.3%
VGT VANGUARD WORLD FD 0.3%
Value ($000) $885 Shares 1,687 Est. Cost $302.29 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $884 Shares 19,890 Est. Cost $40.60 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $881 Shares 1,814 Est. Cost $443.21 Unrealized 0.0%
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $844 Shares 11,562 Est. Cost $60.78 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.3%
Value ($000) $814 Shares 3,185 Est. Cost $191.04 Unrealized +23.6%
IJK ISHARES TR 0.3%
Value ($000) $811 Shares 8,888 Est. Cost $155.22 Unrealized
FTXL FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $810 Shares 8,950 Est. Cost $75.93 Unrealized
IYC ISHARES TR 0.2%
Value ($000) $807 Shares 9,845 Est. Cost $81.97 Unrealized
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $796 Shares 22,504 Est. Cost $30.37 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $767 Shares 7,041 Est. Cost $108.91 Unrealized
PMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $763 Shares 23,506 Est. Cost $27.52 Unrealized
WDAY WORKDAY INC 0.2%
Value ($000) $759 Shares 2,781 Est. Cost $175.79 Unrealized +61.9%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $756 Shares 2,181 Est. Cost $168.25 Unrealized +110.8%
CI THE CIGNA GROUP 0.2%
Value ($000) $755 Shares 2,080 Est. Cost $234.39 Unrealized +35.6%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $755 Shares 11,019 Est. Cost $47.40 Unrealized +35.7%
CSCO CISCO SYS INC 0.2%
Value ($000) $751 Shares 15,055 Est. Cost $49.66 Unrealized -4.9%
AMZN AMAZON COM INC 0.2%
Value ($000) $739 Shares 4,095 Est. Cost $122.38 Unrealized +36.4%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $723 Shares 12,541 Est. Cost $34.61 Unrealized +52.2%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $715 Shares 2,229 Est. Cost $209.43 Unrealized +46.2%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $714 Shares 16,470 Est. Cost $36.65 Unrealized +10.8%
IJR ISHARES TR 0.2%
Value ($000) $713 Shares 6,452 Est. Cost $104.29 Unrealized
BMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $712 Shares 20,011 Est. Cost $28.71 Unrealized
WBS WEBSTER FINL CORP 0.2%
Value ($000) $707 Shares 13,921 Est. Cost $44.16 Unrealized +10.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $704 Shares 3,090 Est. Cost $121.82 Unrealized +66.6%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $690 Shares 1,432 Est. Cost $333.02 Unrealized +35.9%
SPYM SPDR SER TR 0.2%
Value ($000) $682 Shares 11,086 Est. Cost $39.35 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $670 Shares 8,256 Est. Cost $68.48 Unrealized +8.9%
TPR TAPESTRY INC 0.2%
Value ($000) $669 Shares 14,083 Est. Cost $34.72 Unrealized +18.3%
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $668 Shares 3,463 Est. Cost $141.91 Unrealized +22.9%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $666 Shares 2,634 Est. Cost $220.06 Unrealized +6.1%
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $663 Shares 9,690 Est. Cost $61.00 Unrealized 0.0%
PIONEER NAT RES CO 0.2%
Value ($000) $660 Shares 2,515 Est. Cost $169.30 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $657 Shares 5,694 Est. Cost $102.11 Unrealized
IRM IRON MTN INC DEL 0.2%
Value ($000) $652 Shares 8,126 Est. Cost $41.36 Unrealized +64.5%
FISV FISERV INC 0.2%
Value ($000) $650 Shares 4,066 Est. Cost $103.53 Unrealized +40.7%
WAT WATERS CORP 0.2%
Value ($000) $646 Shares 1,877 Est. Cost $278.26 Unrealized +18.1%
NOW SERVICENOW INC 0.2%
Value ($000) $642 Shares 842 Est. Cost $128.61 Unrealized +17.8%
CVS CVS HEALTH CORP 0.2%
Value ($000) $638 Shares 7,997 Est. Cost $55.49 Unrealized +27.6%
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $635 Shares 8,785 Est. Cost $72.33 Unrealized
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $627 Shares 9,594 Est. Cost $56.62 Unrealized 0.0%
TE CONNECTIVITY LTD 0.2%
Value ($000) $609 Shares 4,194 Est. Cost $127.09 Unrealized
BJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $603 Shares 14,942 Est. Cost $31.67 Unrealized
BIL SPDR SER TR 0.2%
Value ($000) $598 Shares 6,513 Est. Cost $91.52 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $594 Shares 763 Est. Cost $476.11 Unrealized +47.5%
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $589 Shares 11,603 Est. Cost $49.07 Unrealized
BRLN BLACKROCK ETF TRUST II 0.2%
Value ($000) $581 Shares 10,996 Est. Cost $52.74 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $579 Shares 3,422 Est. Cost $115.30 Unrealized +59.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $579 Shares 1,376 Est. Cost $249.16 Unrealized +57.9%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $569 Shares 2,488 Est. Cost $198.89 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $564 Shares 7,396 Est. Cost $66.72 Unrealized
JNK SPDR SER TR 0.2%
Value ($000) $560 Shares 5,881 Est. Cost $95.20 Unrealized
WFRD WEATHERFORD INTL PLC 0.2%
Value ($000) $558 Shares 4,832 Est. Cost $84.49 Unrealized +20.1%
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $557 Shares 7,388 Est. Cost $62.88 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- 0.2%
Value ($000) $551 Shares 42,648 Est. Cost $14.74 Unrealized
LQDH ISHARES U S ETF TR 0.2%
Value ($000) $551 Shares 5,861 Est. Cost $93.31 Unrealized
OCTH INNOVATOR ETFS TRUST 0.2%
Value ($000) $540 Shares 22,336 Est. Cost $24.24 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $539 Shares 2,622 Est. Cost $183.20 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $536 Shares 8,395 Est. Cost $63.95 Unrealized -13.4%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $516 Shares 1,322 Est. Cost $432.06 Unrealized +7.0%
GOOG ALPHABET INC 0.2%
Value ($000) $515 Shares 3,380 Est. Cost $137.86 Unrealized +3.9%
LAM RESEARCH CORP 0.2%
Value ($000) $514 Shares 529 Est. Cost $697.08 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $503 Shares 7,185 Est. Cost $41.93 Unrealized +44.5%
PNOV INNOVATOR ETFS TRUST 0.2%
Value ($000) $503 Shares 14,136 Est. Cost $33.70 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $497 Shares 4,338 Est. Cost $94.66 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.2%
Value ($000) $492 Shares 17,341 Est. Cost $22.97 Unrealized -2.8%
ALV AUTOLIV INC 0.2%
Value ($000) $486 Shares 4,036 Est. Cost $107.01 Unrealized 0.0%
BFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $483 Shares 12,308 Est. Cost $33.37 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $482 Shares 3,726 Est. Cost $98.86 Unrealized +15.4%
BAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $481 Shares 12,364 Est. Cost $30.31 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $467 Shares 8,750 Est. Cost $45.34 Unrealized
IGE ISHARES TR 0.1%
Value ($000) $465 Shares 10,339 Est. Cost $39.33 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $462 Shares 2,331 Est. Cost $158.99 Unrealized 0.0%
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $457 Shares 11,260 Est. Cost $36.10 Unrealized
QTJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $456 Shares 15,517 Est. Cost $26.32 Unrealized
NAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $455 Shares 10,001 Est. Cost $42.53 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $451 Shares 5,980 Est. Cost $154.70 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $444 Shares 1,474 Est. Cost $218.73 Unrealized +30.4%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $437 Shares 3,400 Est. Cost $96.81 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $436 Shares 2,576 Est. Cost $122.32 Unrealized +21.4%
NOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $435 Shares 9,147 Est. Cost $45.80 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $433 Shares 3,282 Est. Cost $101.88 Unrealized +13.6%
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $432 Shares 2,026 Est. Cost $183.65 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $428 Shares 441 Est. Cost $794.34 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $427 Shares 1,367 Est. Cost $174.19 Unrealized +53.6%
XBAP INNOVATOR ETFS TRUST 0.1%
Value ($000) $416 Shares 13,304 Est. Cost $28.96 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $410 Shares 1,969 Est. Cost $152.99 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $407 Shares 13,953 Est. Cost $25.04 Unrealized +4.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $404 Shares 2,317 Est. Cost $155.38 Unrealized +1.6%
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $400 Shares 15,663 Est. Cost $22.25 Unrealized
FLJJ AIM ETF PRODUCTS TRUST 0.1%
Value ($000) $399 Shares 15,244 Est. Cost $26.15 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $397 Shares 1,616 Est. Cost $211.16 Unrealized +11.6%
MPC MARATHON PETE CORP 0.1%
Value ($000) $394 Shares 1,955 Est. Cost $107.49 Unrealized +52.9%
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $394 Shares 9,356 Est. Cost $42.11 Unrealized
FISR SSGA ACTIVE TR 0.1%
Value ($000) $390 Shares 15,209 Est. Cost $25.63 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $384 Shares 827 Est. Cost $383.62 Unrealized +10.1%
KLAC KLA CORP 0.1%
Value ($000) $379 Shares 543 Est. Cost $532.29 Unrealized +18.7%
KO COCA COLA CO 0.1%
Value ($000) $378 Shares 6,172 Est. Cost $55.36 Unrealized +2.4%
DE DEERE & CO 0.1%
Value ($000) $373 Shares 908 Est. Cost $284.10 Unrealized +31.1%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $370 Shares 11,391 Est. Cost $112.12 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $368 Shares 536 Est. Cost $135.24 Unrealized +12.2%
SSD SIMPSON MFG INC 0.1%
Value ($000) $366 Shares 1,782 Est. Cost $162.51 Unrealized +17.6%
CPRT COPART INC 0.1%
Value ($000) $363 Shares 6,262 Est. Cost $48.04 Unrealized +7.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $359 Shares 12,296 Est. Cost $24.88 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $358 Shares 709 Est. Cost $540.66 Unrealized +6.0%
KJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $357 Shares 12,711 Est. Cost $26.02 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $355 Shares 815 Est. Cost $344.85 Unrealized +12.3%
XP XP INC 0.1%
Value ($000) $355 Shares 13,831 Est. Cost $23.21 Unrealized +8.0%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $353 Shares 10,340 Est. Cost $31.16 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $352 Shares 2,366 Est. Cost $114.93 Unrealized +11.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $351 Shares 3,039 Est. Cost $45.21 Unrealized +14.1%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $349 Shares 262 Est. Cost $1109.14 Unrealized +11.1%
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $347 Shares 9,831 Est. Cost $32.25 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $346 Shares 4,142 Est. Cost $86.60 Unrealized
WMT WALMART INC 0.1%
Value ($000) $342 Shares 5,688 Est. Cost $49.44 Unrealized +13.3%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $336 Shares 8,000 Est. Cost $31.77 Unrealized +13.1%
SKY SKYLINE CHAMPION CORPORATION 0.1%
Value ($000) $334 Shares 3,932 Est. Cost $65.87 Unrealized +17.2%
POR PORTLAND GEN ELEC CO 0.1%
Value ($000) $332 Shares 7,907 Est. Cost $37.45 Unrealized +0.4%
ADSK AUTODESK INC 0.1%
Value ($000) $330 Shares 1,266 Est. Cost $223.15 Unrealized +13.4%
BAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $329 Shares 8,207 Est. Cost $32.42 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $323 Shares 532 Est. Cost $56.38 Unrealized 0.0%
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $322 Shares 5,570 Est. Cost $60.97 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $321 Shares 334 Est. Cost $846.64 Unrealized +11.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $321 Shares 1,756 Est. Cost $162.85 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $320 Shares 1,068 Est. Cost $256.09 Unrealized
GSK GSK PLC 0.1%
Value ($000) $318 Shares 7,422 Est. Cost $37.97 Unrealized
RRC RANGE RES CORP 0.1%
Value ($000) $316 Shares 9,181 Est. Cost $32.39 Unrealized -4.6%
RELX RELX PLC 0.1%
Value ($000) $315 Shares 7,275 Est. Cost $40.40 Unrealized
AME AMETEK INC 0.1%
Value ($000) $315 Shares 1,720 Est. Cost $154.29 Unrealized +10.2%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $312 Shares 1,224 Est. Cost $204.43 Unrealized +16.3%
GNTX GENTEX CORP 0.1%
Value ($000) $311 Shares 8,622 Est. Cost $31.67 Unrealized +9.3%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $307 Shares 1,398 Est. Cost $201.98 Unrealized +2.0%
IEX IDEX CORP 0.1%
Value ($000) $305 Shares 1,250 Est. Cost $201.22 Unrealized +9.5%
OZ BELPOINTE PREP LLC 0.1%
Value ($000) $304 Shares 4,996 Est. Cost $100.11 Unrealized -37.6%
QSR RESTAURANT BRANDS INTL INC 0.1%
Value ($000) $303 Shares 3,818 Est. Cost $71.29 Unrealized +9.4%
NDSN NORDSON CORP 0.1%
Value ($000) $303 Shares 1,103 Est. Cost $231.41 Unrealized +9.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $302 Shares 1,675 Est. Cost $109.94 Unrealized +59.0%
STAG STAG INDL INC 0.1%
Value ($000) $298 Shares 7,752 Est. Cost $35.85 Unrealized
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $298 Shares 2,047 Est. Cost $121.08 Unrealized +11.6%
NDAQ NASDAQ INC 0.1%
Value ($000) $298 Shares 4,719 Est. Cost $52.35 Unrealized +7.7%
IDXX IDEXX LABS INC 0.1%
Value ($000) $292 Shares 541 Est. Cost $485.27 Unrealized +12.6%
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $284 Shares 3,069 Est. Cost $86.38 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $284 Shares 1,813 Est. Cost $140.16 Unrealized +9.7%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $283 Shares 4,355 Est. Cost $43.86 Unrealized +31.2%
PAM PAMPA ENERGIA S A 0.1%
Value ($000) $280 Shares 6,482 Est. Cost $48.21 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $279 Shares 2,125 Est. Cost $97.43 Unrealized +21.8%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $279 Shares 1,116 Est. Cost $224.72 Unrealized +4.2%
KOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $279 Shares 9,785 Est. Cost $27.52 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $278 Shares 2,107 Est. Cost $111.67 Unrealized +10.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $276 Shares 2,248 Est. Cost $111.80 Unrealized +2.6%
HSY HERSHEY CO 0.1%
Value ($000) $273 Shares 1,405 Est. Cost $178.64 Unrealized +1.9%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $273 Shares 5,127 Est. Cost $42.45 Unrealized +7.9%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $272 Shares 1,153 Est. Cost $234.27 Unrealized +1.3%
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $267 Shares 11,700 Est. Cost $20.26 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $264 Shares 1,520 Est. Cost $165.95 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $263 Shares 629 Est. Cost $422.74 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $260 Shares 573 Est. Cost $443.75 Unrealized +3.0%
IGV ISHARES TR 0.1%
Value ($000) $255 Shares 2,985 Est. Cost $137.40 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $254 Shares 1,125 Est. Cost $225.92 Unrealized
DOW DOW INC 0.1%
Value ($000) $254 Shares 4,381 Est. Cost $44.66 Unrealized +9.6%
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $253 Shares 8,990 Est. Cost $24.28 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $248 Shares 1,204 Est. Cost $144.16 Unrealized +25.1%
UMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $244 Shares 8,067 Est. Cost $25.99 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $241 Shares 2,995 Est. Cost $72.62 Unrealized
INFY INFOSYS LTD 0.1%
Value ($000) $241 Shares 13,428 Est. Cost $18.28 Unrealized
DIOD DIODES INC 0.1%
Value ($000) $239 Shares 3,386 Est. Cost $72.11 Unrealized -3.7%
TSLA TESLA INC 0.1%
Value ($000) $238 Shares 1,356 Est. Cost $230.30 Unrealized -15.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $236 Shares 1,178 Est. Cost $173.61 Unrealized 0.0%
JULH INNOVATOR ETFS TRUST 0.1%
Value ($000) $227 Shares 9,120 Est. Cost $24.54 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $226 Shares 1,243 Est. Cost $133.81 Unrealized +21.1%
ANGL VANECK ETF TRUST 0.1%
Value ($000) $224 Shares 7,714 Est. Cost $27.77 Unrealized
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $223 Shares 7,652 Est. Cost $26.85 Unrealized
APRJ INNOVATOR ETFS TRUST 0.1%
Value ($000) $222 Shares 9,052 Est. Cost $24.67 Unrealized
SPTM SPDR SER TR 0.1%
Value ($000) $217 Shares 3,382 Est. Cost $49.20 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $213 Shares 5,399 Est. Cost $39.53 Unrealized
ASH ASHLAND INC 0.1%
Value ($000) $213 Shares 2,190 Est. Cost $85.51 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $211 Shares 3,642 Est. Cost $50.13 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $204 Shares 7,177 Est. Cost $26.28 Unrealized +1.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $204 Shares 724 Est. Cost $258.68 Unrealized +7.5%
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $202 Shares 8,286 Est. Cost $24.56 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $153 Shares 20,147 Est. Cost $5.55 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $118 Shares 15,679 Est. Cost $10.30 Unrealized
CORNERSTONE STRATEGIC VALUE 0.0%
Value ($000) $81 Shares 10,781 Est. Cost $8.05 Unrealized
SSSS SURO CAPITAL CORP 0.0%
Value ($000) $46 Shares 10,174 Est. Cost $11.21 Unrealized -63.5%
TELLURIAN INC NEW 0.0%
Value ($000) $7 Shares 11,236 Est. Cost $0.66 Unrealized