Outlook Wealth Advisors, LLC Diversified Active

CIK: 0001767151 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $388,842 (100.0% shares, 0.0% debt)

Holdings (269)

BMAR INNOVATOR ETFS TRUST 5.3%
Value ($000) $20,778 Shares 423,681 Est. Cost $41.29 Unrealized
IVV ISHARES TR 5.3%
Value ($000) $20,533 Shares 33,069 Est. Cost $440.48 Unrealized
QMAR FIRST TR EXCHNG TRADED FD VI 4.6%
Value ($000) $17,762 Shares 573,140 Est. Cost $26.11 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 4.3%
Value ($000) $16,665 Shares 371,653 Est. Cost $38.88 Unrealized
QQQ INVESCO QQQ TR 4.0%
Value ($000) $15,747 Shares 28,546 Est. Cost $397.07 Unrealized
HYDB ISHARES TR 3.6%
Value ($000) $13,865 Shares 292,055 Est. Cost $43.69 Unrealized
VTV VANGUARD INDEX FDS 3.5%
Value ($000) $13,555 Shares 76,694 Est. Cost $130.63 Unrealized
NVDA NVIDIA CORPORATION 2.8%
Value ($000) $11,031 Shares 69,823 Est. Cost $98.58 Unrealized +27.6%
JANW AIM ETF PRODUCTS TRUST 2.6%
Value ($000) $10,210 Shares 292,275 Est. Cost $33.63 Unrealized
FLRN SPDR SERIES TRUST 2.1%
Value ($000) $8,301 Shares 269,248 Est. Cost $29.21 Unrealized
DECW AIM ETF PRODUCTS TRUST 2.0%
Value ($000) $7,661 Shares 242,476 Est. Cost $30.42 Unrealized
STC STEWART INFORMATION SVCS COR 1.7%
Value ($000) $6,488 Shares 99,667 Est. Cost $55.27 Unrealized +16.3%
IGSB ISHARES TR 1.4%
Value ($000) $5,546 Shares 105,123 Est. Cost $50.27 Unrealized
GDEC FIRST TR EXCHNG TRADED FD VI 1.4%
Value ($000) $5,532 Shares 157,342 Est. Cost $33.73 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $4,759 Shares 23,195 Est. Cost $117.07 Unrealized +72.0%
IEFA ISHARES TR 1.2%
Value ($000) $4,741 Shares 56,791 Est. Cost $69.27 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,625 Shares 9,298 Est. Cost $201.18 Unrealized +114.9%
PDEC INNOVATOR ETFS TRUST 1.1%
Value ($000) $4,448 Shares 111,183 Est. Cost $34.70 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 1.1%
Value ($000) $4,393 Shares 149,731 Est. Cost $25.39 Unrealized
OCTW AIM ETF PRODUCTS TRUST 1.1%
Value ($000) $4,151 Shares 112,161 Est. Cost $35.56 Unrealized
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $3,633 Shares 8,287 Est. Cost $306.95 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $3,256 Shares 5,270 Est. Cost $463.65 Unrealized
NJUL INNOVATOR ETFS TRUST 0.8%
Value ($000) $2,921 Shares 42,913 Est. Cost $54.76 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,818 Shares 26,140 Est. Cost $56.38 Unrealized +85.4%
OCTJ INNOVATOR ETFS TRUST 0.7%
Value ($000) $2,606 Shares 109,031 Est. Cost $24.42 Unrealized
NAPR INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,510 Shares 49,200 Est. Cost $46.12 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $2,368 Shares 13,434 Est. Cost $113.35 Unrealized +44.1%
PPA INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,332 Shares 16,455 Est. Cost $114.78 Unrealized
QFLR INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,283 Shares 76,508 Est. Cost $21.82 Unrealized
NJAN INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,282 Shares 44,968 Est. Cost $46.37 Unrealized
AVGO BROADCOM INC 0.6%
Value ($000) $2,188 Shares 7,938 Est. Cost $152.47 Unrealized +41.6%
FFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,186 Shares 41,701 Est. Cost $45.04 Unrealized
XLSR SSGA ACTIVE TR 0.6%
Value ($000) $2,147 Shares 39,102 Est. Cost $40.94 Unrealized
BAPR INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,118 Shares 46,882 Est. Cost $17.32 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,068 Shares 11,380 Est. Cost $194.15 Unrealized
IYW ISHARES TR 0.5%
Value ($000) $2,048 Shares 11,819 Est. Cost $140.48 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,013 Shares 14,056 Est. Cost $91.15 Unrealized +50.3%
FTXL FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $2,004 Shares 20,883 Est. Cost $78.62 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,968 Shares 12,883 Est. Cost $127.63 Unrealized +18.2%
QBER ELEVATION SERIES TRUST 0.5%
Value ($000) $1,954 Shares 79,198 Est. Cost $24.90 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.5%
Value ($000) $1,895 Shares 136,632 Est. Cost $13.87 Unrealized
FLOT ISHARES TR 0.5%
Value ($000) $1,856 Shares 36,370 Est. Cost $81.09 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $1,846 Shares 2,501 Est. Cost $458.17 Unrealized +34.6%
PJUL INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,827 Shares 41,671 Est. Cost $36.06 Unrealized
BRLN BLACKROCK ETF TRUST II 0.5%
Value ($000) $1,783 Shares 34,393 Est. Cost $52.51 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,777 Shares 5,846 Est. Cost $194.88 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,699 Shares 15,735 Est. Cost $96.10 Unrealized
HWM HOWMET AEROSPACE INC 0.4%
Value ($000) $1,677 Shares 9,011 Est. Cost $61.00 Unrealized +151.9%
BILZ PIMCO ETF TR 0.4%
Value ($000) $1,633 Shares 16,134 Est. Cost $101.15 Unrealized
V VISA INC 0.4%
Value ($000) $1,576 Shares 4,439 Est. Cost $188.45 Unrealized +84.1%
IAK ISHARES TR 0.4%
Value ($000) $1,570 Shares 11,679 Est. Cost $134.46 Unrealized
PJUN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,550 Shares 38,994 Est. Cost $15.24 Unrealized
PECO PHILLIPS EDISON & CO INC 0.4%
Value ($000) $1,463 Shares 41,766 Est. Cost $34.38 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value ($000) $1,337 Shares 2,016 Est. Cost $346.05 Unrealized
FISR SSGA ACTIVE TR 0.3%
Value ($000) $1,297 Shares 50,194 Est. Cost $25.85 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,284 Shares 959 Est. Cost $59.61 Unrealized +89.7%
IYF ISHARES TR 0.3%
Value ($000) $1,248 Shares 10,312 Est. Cost $120.99 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.3%
Value ($000) $1,247 Shares 96,443 Est. Cost $12.94 Unrealized
OCTH INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,192 Shares 49,822 Est. Cost $23.97 Unrealized
TPR TAPESTRY INC 0.3%
Value ($000) $1,187 Shares 13,519 Est. Cost $34.72 Unrealized +115.8%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $1,166 Shares 27,270 Est. Cost $34.00 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $1,155 Shares 10,750 Est. Cost $48.23 Unrealized +109.8%
BJUN INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,129 Shares 25,805 Est. Cost $33.06 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $1,122 Shares 15,119 Est. Cost $62.84 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $1,114 Shares 27,524 Est. Cost $32.14 Unrealized
MLPX GLOBAL X FDS 0.3%
Value ($000) $1,113 Shares 17,770 Est. Cost $40.33 Unrealized
VUSB VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,099 Shares 22,035 Est. Cost $49.94 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,095 Shares 13,205 Est. Cost $80.45 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,092 Shares 4,687 Est. Cost $143.33 Unrealized +39.3%
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,082 Shares 18,980 Est. Cost $45.80 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,058 Shares 11,607 Est. Cost $34.61 Unrealized +142.6%
PSEP INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,047 Shares 25,616 Est. Cost $36.04 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $1,041 Shares 16,700 Est. Cost $52.92 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value ($000) $1,035 Shares 1,963 Est. Cost $394.19 Unrealized +26.0%
SIXP AIM ETF PRODUCTS TRUST 0.3%
Value ($000) $1,029 Shares 35,179 Est. Cost $29.26 Unrealized
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $1,029 Shares 54,255 Est. Cost $19.20 Unrealized
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $990 Shares 9,370 Est. Cost $57.14 Unrealized +60.6%
ICVT ISHARES TR 0.3%
Value ($000) $980 Shares 10,881 Est. Cost $78.65 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $966 Shares 3,331 Est. Cost $186.55 Unrealized +35.4%
BSEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $951 Shares 21,050 Est. Cost $35.47 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $937 Shares 2,937 Est. Cost $121.82 Unrealized +129.3%
RMD RESMED INC 0.2%
Value ($000) $933 Shares 3,614 Est. Cost $200.59 Unrealized +18.3%
HD HOME DEPOT INC 0.2%
Value ($000) $929 Shares 2,534 Est. Cost $199.65 Unrealized +78.3%
AMZN AMAZON COM INC 0.2%
Value ($000) $913 Shares 4,161 Est. Cost $126.96 Unrealized +55.9%
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $913 Shares 9,377 Est. Cost $75.95 Unrealized +3.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $903 Shares 1,607 Est. Cost $351.25 Unrealized +57.0%
PAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $875 Shares 23,455 Est. Cost $33.59 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $873 Shares 5,478 Est. Cost $118.31 Unrealized +35.9%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $873 Shares 6,796 Est. Cost $106.00 Unrealized -8.3%
POCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $862 Shares 20,882 Est. Cost $34.90 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $860 Shares 6,365 Est. Cost $104.30 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $858 Shares 12,371 Est. Cost $55.37 Unrealized +9.0%
NOW SERVICENOW INC 0.2%
Value ($000) $846 Shares 823 Est. Cost $129.41 Unrealized +45.8%
ZTS ZOETIS INC 0.2%
Value ($000) $837 Shares 5,364 Est. Cost $139.77 Unrealized +12.6%
SNPS SYNOPSYS INC 0.2%
Value ($000) $824 Shares 1,608 Est. Cost $511.41 Unrealized -8.9%
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $800 Shares 10,343 Est. Cost $76.56 Unrealized
ITB ISHARES TR 0.2%
Value ($000) $788 Shares 8,453 Est. Cost $69.82 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $787 Shares 3,848 Est. Cost $181.93 Unrealized +2.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $783 Shares 3,769 Est. Cost $174.27 Unrealized 0.0%
IGE ISHARES TR 0.2%
Value ($000) $781 Shares 17,640 Est. Cost $40.62 Unrealized
BMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $772 Shares 18,300 Est. Cost $28.71 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $754 Shares 2,472 Est. Cost $197.72 Unrealized
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $748 Shares 18,479 Est. Cost $30.37 Unrealized
IRM IRON MTN INC DEL 0.2%
Value ($000) $743 Shares 7,247 Est. Cost $41.36 Unrealized +122.3%
IJK ISHARES TR 0.2%
Value ($000) $734 Shares 8,064 Est. Cost $155.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $729 Shares 1,500 Est. Cost $276.18 Unrealized +83.9%
PHM PULTE GROUP INC 0.2%
Value ($000) $720 Shares 6,832 Est. Cost $78.26 Unrealized +28.0%
IJR ISHARES TR 0.2%
Value ($000) $720 Shares 6,589 Est. Cost $104.77 Unrealized
KR KROGER CO 0.2%
Value ($000) $697 Shares 9,715 Est. Cost $62.27 Unrealized +9.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $695 Shares 7,746 Est. Cost $76.10 Unrealized +15.7%
TJX TJX COS INC NEW 0.2%
Value ($000) $685 Shares 5,551 Est. Cost $99.10 Unrealized +27.0%
QBUL ELEVATION SERIES TRUST 0.2%
Value ($000) $678 Shares 26,635 Est. Cost $25.32 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $670 Shares 7,995 Est. Cost $68.04 Unrealized
FISV FISERV INC 0.2%
Value ($000) $666 Shares 3,862 Est. Cost $103.53 Unrealized +75.2%
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $665 Shares 9,144 Est. Cost $45.43 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $663 Shares 4,768 Est. Cost $97.94 Unrealized
KDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $663 Shares 27,583 Est. Cost $22.91 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $655 Shares 3,304 Est. Cost $141.91 Unrealized +37.6%
IDV ISHARES TR 0.2%
Value ($000) $655 Shares 18,974 Est. Cost $31.06 Unrealized
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $653 Shares 1,680 Est. Cost $440.74 Unrealized -10.0%
SYY SYSCO CORP 0.2%
Value ($000) $647 Shares 8,547 Est. Cost $68.57 Unrealized +3.7%
BAC BANK AMERICA CORP 0.2%
Value ($000) $646 Shares 13,661 Est. Cost $38.86 Unrealized +6.6%
WMT WALMART INC 0.2%
Value ($000) $636 Shares 6,509 Est. Cost $63.96 Unrealized +48.2%
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $632 Shares 9,093 Est. Cost $72.34 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $624 Shares 6,318 Est. Cost $55.06 Unrealized +47.8%
EMB ISHARES TR 0.2%
Value ($000) $622 Shares 6,719 Est. Cost $90.59 Unrealized
WDAY WORKDAY INC 0.2%
Value ($000) $616 Shares 2,567 Est. Cost $175.79 Unrealized +38.6%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $605 Shares 2,552 Est. Cost $199.41 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $605 Shares 2,023 Est. Cost $302.88 Unrealized 0.0%
BFEB INNOVATOR ETFS TRUST 0.2%
Value ($000) $600 Shares 13,446 Est. Cost $34.34 Unrealized
SPSM SPDR SERIES TRUST 0.2%
Value ($000) $587 Shares 13,771 Est. Cost $50.62 Unrealized
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $580 Shares 12,834 Est. Cost $36.82 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $579 Shares 5,980 Est. Cost $154.70 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $572 Shares 15,144 Est. Cost $27.52 Unrealized
BJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $564 Shares 11,957 Est. Cost $31.67 Unrealized
BAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $540 Shares 11,732 Est. Cost $30.31 Unrealized
PAC GRUPO AEROPUERTO DEL PACIFIC 0.1%
Value ($000) $536 Shares 2,333 Est. Cost $159.29 Unrealized
QTJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $531 Shares 14,839 Est. Cost $26.32 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $529 Shares 3,356 Est. Cost $194.00 Unrealized -22.4%
DXCM DEXCOM INC 0.1%
Value ($000) $523 Shares 5,997 Est. Cost $74.04 Unrealized +5.9%
CLH CLEAN HARBORS INC 0.1%
Value ($000) $520 Shares 2,250 Est. Cost $209.64 Unrealized +4.4%
QCOM QUALCOMM INC 0.1%
Value ($000) $510 Shares 3,202 Est. Cost $146.61 Unrealized -1.1%
KLAC KLA CORP 0.1%
Value ($000) $501 Shares 559 Est. Cost $572.39 Unrealized +30.8%
ADSK AUTODESK INC 0.1%
Value ($000) $494 Shares 1,597 Est. Cost $228.06 Unrealized +24.4%
MGNI MAGNITE INC 0.1%
Value ($000) $494 Shares 20,474 Est. Cost $10.93 Unrealized +34.8%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $491 Shares 7,836 Est. Cost $52.72 Unrealized +15.9%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $488 Shares 1,583 Est. Cost $157.78 Unrealized +84.3%
SPLB SPDR SERIES TRUST 0.1%
Value ($000) $487 Shares 21,572 Est. Cost $22.57 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $486 Shares 2,181 Est. Cost $180.51 Unrealized +18.6%
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $485 Shares 8,911 Est. Cost $45.85 Unrealized
PPL PPL CORP 0.1%
Value ($000) $481 Shares 14,184 Est. Cost $32.92 Unrealized +3.4%
XP XP INC 0.1%
Value ($000) $479 Shares 23,702 Est. Cost $20.13 Unrealized -14.2%
GRMN GARMIN LTD 0.1%
Value ($000) $478 Shares 2,290 Est. Cost $118.92 Unrealized +64.9%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $476 Shares 984 Est. Cost $472.59 Unrealized -1.4%
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $475 Shares 9,177 Est. Cost $40.60 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $472 Shares 3,894 Est. Cost $116.83 Unrealized +0.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $471 Shares 3,651 Est. Cost $98.86 Unrealized +33.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $468 Shares 1,501 Est. Cost $239.19 Unrealized +26.1%
ASML ASML HOLDING N V 0.1%
Value ($000) $464 Shares 579 Est. Cost $762.22 Unrealized
DE DEERE & CO 0.1%
Value ($000) $463 Shares 910 Est. Cost $284.10 Unrealized +70.6%
ETN EATON CORP PLC 0.1%
Value ($000) $459 Shares 1,285 Est. Cost $192.46 Unrealized +59.4%
IDXX IDEXX LABS INC 0.1%
Value ($000) $455 Shares 849 Est. Cost $478.65 Unrealized -0.1%
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $455 Shares 15,379 Est. Cost $25.02 Unrealized
HLI HOULIHAN LOKEY INC 0.1%
Value ($000) $453 Shares 2,519 Est. Cost $173.44 Unrealized -4.0%
ALV AUTOLIV INC 0.1%
Value ($000) $450 Shares 4,018 Est. Cost $107.01 Unrealized -9.5%
QLYS QUALYS INC 0.1%
Value ($000) $449 Shares 3,145 Est. Cost $146.72 Unrealized -9.8%
XBAP INNOVATOR ETFS TRUST 0.1%
Value ($000) $445 Shares 12,108 Est. Cost $28.96 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $441 Shares 7,090 Est. Cost $45.61 Unrealized +27.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $440 Shares 1,739 Est. Cost $170.80 Unrealized
NOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $440 Shares 8,067 Est. Cost $46.23 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $434 Shares 884 Est. Cost $363.02 Unrealized +28.0%
MCO MOODYS CORP 0.1%
Value ($000) $432 Shares 861 Est. Cost $396.22 Unrealized +16.3%
LOGI LOGITECH INTL S A 0.1%
Value ($000) $427 Shares 4,735 Est. Cost $81.72 Unrealized -2.1%
BRO BROWN & BROWN INC 0.1%
Value ($000) $424 Shares 3,827 Est. Cost $86.47 Unrealized +29.4%
GGG GRACO INC 0.1%
Value ($000) $409 Shares 4,754 Est. Cost $82.19 Unrealized -0.2%
RIO RIO TINTO PLC 0.1%
Value ($000) $409 Shares 7,004 Est. Cost $58.83 Unrealized
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $408 Shares 2,264 Est. Cost $166.86 Unrealized +5.5%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $406 Shares 1,858 Est. Cost $243.64 Unrealized -20.9%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $406 Shares 1,293 Est. Cost $339.14 Unrealized -11.5%
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $397 Shares 9,005 Est. Cost $39.11 Unrealized
CSX CSX CORP 0.1%
Value ($000) $395 Shares 12,116 Est. Cost $33.64 Unrealized -11.5%
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $394 Shares 7,763 Est. Cost $49.07 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value ($000) $393 Shares 4,045 Est. Cost $97.27 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $393 Shares 10,573 Est. Cost $109.23 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $392 Shares 877 Est. Cost $440.14 Unrealized -1.3%
RWR SPDR SERIES TRUST 0.1%
Value ($000) $390 Shares 4,044 Est. Cost $96.44 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $389 Shares 4,142 Est. Cost $86.60 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $388 Shares 1,568 Est. Cost $240.26 Unrealized -1.3%
HSY HERSHEY CO 0.1%
Value ($000) $382 Shares 2,304 Est. Cost $178.47 Unrealized -9.4%
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $382 Shares 9,831 Est. Cost $32.25 Unrealized
HALO HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $382 Shares 7,338 Est. Cost $51.28 Unrealized +11.0%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $381 Shares 3,771 Est. Cost $102.34 Unrealized -14.9%
LIN LINDE PLC 0.1%
Value ($000) $380 Shares 810 Est. Cost $385.81 Unrealized +17.2%
TTD THE TRADE DESK INC 0.1%
Value ($000) $380 Shares 5,281 Est. Cost $63.85 Unrealized 0.0%
CPRT COPART INC 0.1%
Value ($000) $379 Shares 7,717 Est. Cost $50.09 Unrealized +11.7%
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $378 Shares 5,043 Est. Cost $70.44 Unrealized
IWV ISHARES TR 0.1%
Value ($000) $375 Shares 1,068 Est. Cost $256.09 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $374 Shares 8,022 Est. Cost $45.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $374 Shares 12,058 Est. Cost $25.84 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $372 Shares 1,819 Est. Cost $165.38 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $372 Shares 3,578 Est. Cost $111.14 Unrealized -9.5%
KJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $371 Shares 12,711 Est. Cost $26.02 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $368 Shares 951 Est. Cost $527.75 Unrealized -27.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $365 Shares 2,197 Est. Cost $112.30 Unrealized +31.7%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $357 Shares 1,501 Est. Cost $385.88 Unrealized -28.6%
LISTED FDS TR 0.1%
Value ($000) $348 Shares 8,745 Est. Cost $39.84 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $345 Shares 472 Est. Cost $712.71 Unrealized -11.1%
NDSN NORDSON CORP 0.1%
Value ($000) $345 Shares 1,608 Est. Cost $234.18 Unrealized -15.9%
ONEZ ELEVATION SERIES TRUST 0.1%
Value ($000) $345 Shares 13,641 Est. Cost $25.27 Unrealized
LISTED FDS TR 0.1%
Value ($000) $344 Shares 8,423 Est. Cost $37.98 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $344 Shares 8,696 Est. Cost $33.70 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $342 Shares 2,110 Est. Cost $200.63 Unrealized -20.9%
INFY INFOSYS LTD 0.1%
Value ($000) $342 Shares 18,467 Est. Cost $18.56 Unrealized
SSD SIMPSON MFG INC 0.1%
Value ($000) $341 Shares 2,198 Est. Cost $181.19 Unrealized -15.0%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $336 Shares 2,851 Est. Cost $125.43 Unrealized -12.0%
USEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $325 Shares 8,820 Est. Cost $26.40 Unrealized
CERY SPDR SERIES TRUST 0.1%
Value ($000) $322 Shares 11,839 Est. Cost $26.85 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $322 Shares 2,155 Est. Cost $102.89 Unrealized +31.3%
IGV ISHARES TR 0.1%
Value ($000) $321 Shares 2,932 Est. Cost $136.41 Unrealized
OZ BELPOINTE PREP LLC 0.1%
Value ($000) $320 Shares 4,996 Est. Cost $100.11 Unrealized -35.9%
WMS ADVANCED DRAIN SYS INC DEL 0.1%
Value ($000) $316 Shares 2,754 Est. Cost $157.66 Unrealized -29.2%
LDUR PIMCO ETF TR 0.1%
Value ($000) $313 Shares 3,270 Est. Cost $95.83 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $313 Shares 2,294 Est. Cost $117.28 Unrealized 0.0%
TER TERADYNE INC 0.1%
Value ($000) $310 Shares 3,452 Est. Cost $123.57 Unrealized -35.5%
POR PORTLAND GEN ELEC CO 0.1%
Value ($000) $306 Shares 7,520 Est. Cost $37.45 Unrealized +8.2%
TMUS T-MOBILE US INC 0.1%
Value ($000) $301 Shares 1,264 Est. Cost $195.49 Unrealized +23.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $301 Shares 3,759 Est. Cost $50.49 Unrealized +40.9%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $296 Shares 2,154 Est. Cost $158.99 Unrealized -14.4%
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value ($000) $282 Shares 13,403 Est. Cost $25.04 Unrealized -7.7%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $281 Shares 7,383 Est. Cost $35.17 Unrealized
PYLD PIMCO ETF TR 0.1%
Value ($000) $278 Shares 10,483 Est. Cost $26.35 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $275 Shares 1,152 Est. Cost $283.86 Unrealized
VFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $274 Shares 7,749 Est. Cost $34.13 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $272 Shares 7,416 Est. Cost $26.28 Unrealized +39.0%
GOOG ALPHABET INC 0.1%
Value ($000) $271 Shares 1,527 Est. Cost $139.28 Unrealized +18.4%
STAG STAG INDL INC 0.1%
Value ($000) $269 Shares 7,423 Est. Cost $35.85 Unrealized
KOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $267 Shares 8,756 Est. Cost $27.52 Unrealized
EMHC SPDR SERIES TRUST 0.1%
Value ($000) $265 Shares 10,787 Est. Cost $24.18 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $265 Shares 2,575 Est. Cost $154.68 Unrealized -28.4%
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $265 Shares 5,269 Est. Cost $47.55 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $262 Shares 6,298 Est. Cost $41.15 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $262 Shares 4,605 Est. Cost $60.68 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $258 Shares 1,138 Est. Cost $226.58 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $256 Shares 451 Est. Cost $568.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $256 Shares 867 Est. Cost $239.67 Unrealized +5.9%
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $254 Shares 8,117 Est. Cost $29.86 Unrealized
SMH VANECK ETF TRUST 0.1%
Value ($000) $253 Shares 909 Est. Cost $278.75 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $250 Shares 9,426 Est. Cost $40.15 Unrealized
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $248 Shares 7,814 Est. Cost $26.85 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $245 Shares 11,700 Est. Cost $20.26 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $243 Shares 245 Est. Cost $924.03 Unrealized +7.2%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $242 Shares 907 Est. Cost $214.89 Unrealized +19.8%
KJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $242 Shares 6,455 Est. Cost $35.74 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $240 Shares 458 Est. Cost $825.07 Unrealized -32.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $236 Shares 2,529 Est. Cost $82.32 Unrealized 0.0%
KAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $235 Shares 9,467 Est. Cost $25.14 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $231 Shares 296 Est. Cost $611.16 Unrealized +26.5%
ABBV ABBVIE INC 0.1%
Value ($000) $230 Shares 1,237 Est. Cost $137.34 Unrealized +33.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $227 Shares 1,246 Est. Cost $167.37 Unrealized 0.0%
WFRD WEATHERFORD INTL PLC 0.1%
Value ($000) $226 Shares 4,502 Est. Cost $84.49 Unrealized -45.0%
SPIB SPDR SERIES TRUST 0.1%
Value ($000) $218 Shares 6,478 Est. Cost $32.79 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $217 Shares 1,186 Est. Cost $157.45 Unrealized 0.0%
QLD PROSHARES TR 0.1%
Value ($000) $216 Shares 1,832 Est. Cost $117.71 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $215 Shares 396 Est. Cost $522.87 Unrealized 0.0%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $208 Shares 741 Est. Cost $280.86 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $204 Shares 2,943 Est. Cost $63.95 Unrealized +6.5%
ROE EA SERIES TRUST 0.1%
Value ($000) $203 Shares 6,290 Est. Cost $32.21 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $121 Shares 10,173 Est. Cost $11.93 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $110 Shares 14,179 Est. Cost $10.30 Unrealized