Outlook Wealth Advisors, LLC Diversified Active

CIK: 0001767151 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $401,378 (100.0% shares, 0.0% debt)

Holdings (290)

IVV ISHARES TR 5.4%
Value ($000) $21,509 Shares 32,136 Est. Cost $440.48 Unrealized
BSEP INNOVATOR ETFS TRUST 4.9%
Value ($000) $19,588 Shares 405,675 Est. Cost $47.62 Unrealized
QQQ INVESCO QQQ TR 4.0%
Value ($000) $16,190 Shares 26,966 Est. Cost $397.07 Unrealized
VTV VANGUARD INDEX FDS 3.6%
Value ($000) $14,487 Shares 77,684 Est. Cost $131.35 Unrealized
HYDB ISHARES TR 3.3%
Value ($000) $13,260 Shares 277,153 Est. Cost $43.69 Unrealized
NVDA NVIDIA CORPORATION 3.2%
Value ($000) $12,920 Shares 69,244 Est. Cost $98.58 Unrealized +76.8%
QSPT FIRST TR EXCHNG TRADED FD VI 3.0%
Value ($000) $11,865 Shares 382,120 Est. Cost $31.05 Unrealized
FMAR FIRST TR EXCHNG TRADED FD VI 2.4%
Value ($000) $9,447 Shares 203,637 Est. Cost $38.88 Unrealized
DECW AIM ETF PRODUCTS TRUST 2.0%
Value ($000) $7,865 Shares 238,394 Est. Cost $30.42 Unrealized
EMB ISHARES TR 1.8%
Value ($000) $7,227 Shares 75,918 Est. Cost $94.78 Unrealized
IGSB ISHARES TR 1.5%
Value ($000) $6,215 Shares 117,194 Est. Cost $50.55 Unrealized
IDV ISHARES TR 1.4%
Value ($000) $5,551 Shares 151,870 Est. Cost $35.86 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $5,414 Shares 21,263 Est. Cost $117.07 Unrealized +92.7%
GJUL FIRST TR EXCHNG TRADED FD VI 1.3%
Value ($000) $5,237 Shares 129,108 Est. Cost $40.56 Unrealized
IXG ISHARES TR 1.3%
Value ($000) $5,112 Shares 43,818 Est. Cost $116.67 Unrealized
IEFA ISHARES TR 1.2%
Value ($000) $4,757 Shares 54,488 Est. Cost $69.27 Unrealized
PDEC INNOVATOR ETFS TRUST 1.2%
Value ($000) $4,644 Shares 110,513 Est. Cost $34.70 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,634 Shares 8,948 Est. Cost $201.18 Unrealized +152.9%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $4,565 Shares 6,852 Est. Cost $510.41 Unrealized
JANW AIM ETF PRODUCTS TRUST 1.1%
Value ($000) $4,439 Shares 122,826 Est. Cost $33.63 Unrealized
DECU AIM ETF PRODUCTS TRUST 1.1%
Value ($000) $4,252 Shares 158,184 Est. Cost $26.88 Unrealized
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $3,944 Shares 8,224 Est. Cost $306.95 Unrealized
SEPW AIM ETF PRODUCTS TRUST 1.0%
Value ($000) $3,826 Shares 121,826 Est. Cost $31.41 Unrealized
EMQQ EXCHANGE TRADED CONCEPTS TRU 0.9%
Value ($000) $3,790 Shares 81,614 Est. Cost $46.44 Unrealized
STC STEWART INFORMATION SVCS COR 0.9%
Value ($000) $3,654 Shares 49,836 Est. Cost $55.27 Unrealized +24.5%
GOOGL ALPHABET INC 0.8%
Value ($000) $3,130 Shares 12,874 Est. Cost $113.35 Unrealized +84.6%
NJUL INNOVATOR ETFS TRUST 0.8%
Value ($000) $3,051 Shares 42,913 Est. Cost $54.76 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,944 Shares 26,109 Est. Cost $56.38 Unrealized +94.6%
QBER ELEVATION SERIES TRUST 0.7%
Value ($000) $2,706 Shares 109,823 Est. Cost $24.83 Unrealized
AVGO BROADCOM INC 0.7%
Value ($000) $2,643 Shares 8,010 Est. Cost $152.47 Unrealized +100.5%
PPA INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,607 Shares 16,773 Est. Cost $115.55 Unrealized
OCTJ INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,525 Shares 105,757 Est. Cost $24.42 Unrealized
QFLR INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,463 Shares 74,302 Est. Cost $21.82 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,442 Shares 15,727 Est. Cost $97.65 Unrealized +55.9%
NJAN INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,362 Shares 44,399 Est. Cost $46.37 Unrealized
FTXL FIRST TR EXCHANGE TRADED FD 0.6%
Value ($000) $2,353 Shares 21,036 Est. Cost $78.62 Unrealized
IYW ISHARES TR 0.6%
Value ($000) $2,349 Shares 11,994 Est. Cost $141.28 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,320 Shares 12,514 Est. Cost $127.63 Unrealized +32.8%
FFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $2,306 Shares 41,826 Est. Cost $45.04 Unrealized
XLSR SSGA ACTIVE TR 0.6%
Value ($000) $2,212 Shares 37,114 Est. Cost $40.94 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $2,158 Shares 11,375 Est. Cost $194.15 Unrealized
NAPR INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,070 Shares 39,319 Est. Cost $46.12 Unrealized
BILZ PIMCO ETF TR 0.5%
Value ($000) $2,053 Shares 20,286 Est. Cost $101.16 Unrealized
PJUL INNOVATOR ETFS TRUST 0.5%
Value ($000) $1,899 Shares 41,651 Est. Cost $36.06 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,855 Shares 5,651 Est. Cost $194.88 Unrealized
FLOT ISHARES TR 0.5%
Value ($000) $1,824 Shares 35,712 Est. Cost $81.09 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,805 Shares 16,068 Est. Cost $96.44 Unrealized
JULU AIM ETF PRODUCTS TRUST 0.4%
Value ($000) $1,773 Shares 60,582 Est. Cost $29.26 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.4%
Value ($000) $1,767 Shares 123,973 Est. Cost $13.87 Unrealized
FALN ISHARES TR 0.4%
Value ($000) $1,763 Shares 63,465 Est. Cost $27.78 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $1,739 Shares 2,369 Est. Cost $458.17 Unrealized +62.2%
HWM HOWMET AEROSPACE INC 0.4%
Value ($000) $1,693 Shares 8,629 Est. Cost $61.00 Unrealized +198.6%
BRLN BLACKROCK ETF TRUST II 0.4%
Value ($000) $1,682 Shares 32,293 Est. Cost $52.51 Unrealized
SPDW SPDR INDEX SHS FDS 0.4%
Value ($000) $1,640 Shares 38,321 Est. Cost $35.14 Unrealized
IAK ISHARES TR 0.4%
Value ($000) $1,616 Shares 12,058 Est. Cost $134.45 Unrealized
PJUN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,581 Shares 38,412 Est. Cost $15.24 Unrealized
VGT VANGUARD WORLD FD 0.4%
Value ($000) $1,520 Shares 2,036 Est. Cost $346.05 Unrealized
TPR TAPESTRY INC 0.4%
Value ($000) $1,482 Shares 13,088 Est. Cost $34.72 Unrealized +199.5%
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $1,440 Shares 30,766 Est. Cost $35.46 Unrealized
PECO PHILLIPS EDISON & CO INC 0.4%
Value ($000) $1,434 Shares 41,766 Est. Cost $34.38 Unrealized
V VISA INC 0.3%
Value ($000) $1,363 Shares 3,992 Est. Cost $188.45 Unrealized +83.2%
IYF ISHARES TR 0.3%
Value ($000) $1,338 Shares 10,565 Est. Cost $121.13 Unrealized
NUVEEN GLOBAL HIGH INCOME FD 0.3%
Value ($000) $1,260 Shares 93,209 Est. Cost $12.94 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,251 Shares 11,479 Est. Cost $34.61 Unrealized +192.9%
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,239 Shares 14,735 Est. Cost $80.83 Unrealized
IAU ISHARES GOLD TR 0.3%
Value ($000) $1,177 Shares 16,170 Est. Cost $52.92 Unrealized
OCTH INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,171 Shares 48,671 Est. Cost $23.97 Unrealized
BJUN INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,164 Shares 25,445 Est. Cost $33.06 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,149 Shares 19,179 Est. Cost $45.95 Unrealized
IYC ISHARES TR 0.3%
Value ($000) $1,148 Shares 10,952 Est. Cost $104.80 Unrealized
QDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $1,136 Shares 36,496 Est. Cost $25.39 Unrealized
GGME INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,116 Shares 17,347 Est. Cost $64.35 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,114 Shares 18,387 Est. Cost $60.58 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,111 Shares 16,238 Est. Cost $58.23 Unrealized +15.7%
VUSB VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,102 Shares 22,034 Est. Cost $49.94 Unrealized
PIMCO DYNAMIC INCOME FD 0.3%
Value ($000) $1,101 Shares 55,587 Est. Cost $19.21 Unrealized
PSEP INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,100 Shares 25,616 Est. Cost $36.04 Unrealized
IAI ISHARES TR 0.3%
Value ($000) $1,095 Shares 6,188 Est. Cost $176.88 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,088 Shares 7,079 Est. Cost $126.58 Unrealized +22.4%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $1,078 Shares 8,053 Est. Cost $75.95 Unrealized +38.9%
ICVT ISHARES TR 0.3%
Value ($000) $1,066 Shares 10,650 Est. Cost $78.65 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,056 Shares 3,348 Est. Cost $186.55 Unrealized +58.6%
SIXP AIM ETF PRODUCTS TRUST 0.3%
Value ($000) $1,048 Shares 34,023 Est. Cost $29.26 Unrealized
KBWP INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $1,039 Shares 8,397 Est. Cost $123.68 Unrealized
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $1,031 Shares 6,833 Est. Cost $106.00 Unrealized +25.8%
SPSM SPDR SERIES TRUST 0.3%
Value ($000) $1,025 Shares 22,132 Est. Cost $49.00 Unrealized
MLPX GLOBAL X FDS 0.3%
Value ($000) $1,016 Shares 16,195 Est. Cost $40.33 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,003 Shares 2,475 Est. Cost $199.65 Unrealized +94.9%
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $1,002 Shares 9,110 Est. Cost $57.14 Unrealized +87.0%
HON HONEYWELL INTL INC 0.2%
Value ($000) $987 Shares 4,687 Est. Cost $143.33 Unrealized +44.5%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $951 Shares 1,955 Est. Cost $394.19 Unrealized +35.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $951 Shares 2,864 Est. Cost $121.82 Unrealized +159.9%
BAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $933 Shares 19,897 Est. Cost $17.32 Unrealized
ITOT ISHARES TR 0.2%
Value ($000) $927 Shares 6,365 Est. Cost $104.30 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $913 Shares 762 Est. Cost $59.61 Unrealized +104.8%
PHM PULTE GROUP INC 0.2%
Value ($000) $909 Shares 6,881 Est. Cost $78.26 Unrealized +58.2%
RMD RESMED INC 0.2%
Value ($000) $900 Shares 3,289 Est. Cost $200.59 Unrealized +35.7%
POCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $900 Shares 20,882 Est. Cost $34.90 Unrealized
PAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $900 Shares 23,455 Est. Cost $33.59 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $899 Shares 4,094 Est. Cost $126.96 Unrealized +78.3%
CRH CRH PLC 0.2%
Value ($000) $867 Shares 7,234 Est. Cost $105.61 Unrealized 0.0%
ITB ISHARES TR 0.2%
Value ($000) $866 Shares 8,070 Est. Cost $69.82 Unrealized
IGE ISHARES TR 0.2%
Value ($000) $850 Shares 17,324 Est. Cost $40.62 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $808 Shares 1,420 Est. Cost $351.25 Unrealized +63.3%
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $803 Shares 10,280 Est. Cost $76.56 Unrealized
BMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $802 Shares 18,300 Est. Cost $28.71 Unrealized
WMT WALMART INC 0.2%
Value ($000) $787 Shares 7,640 Est. Cost $69.18 Unrealized +43.4%
GLD SPDR GOLD TR 0.2%
Value ($000) $782 Shares 2,199 Est. Cost $197.72 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $781 Shares 5,334 Est. Cost $139.77 Unrealized +7.7%
PAUG INNOVATOR ETFS TRUST 0.2%
Value ($000) $780 Shares 18,373 Est. Cost $30.37 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $778 Shares 5,381 Est. Cost $99.10 Unrealized +33.5%
ETN EATON CORP PLC 0.2%
Value ($000) $752 Shares 2,009 Est. Cost $254.02 Unrealized +43.0%
NOW SERVICENOW INC 0.2%
Value ($000) $750 Shares 815 Est. Cost $129.41 Unrealized +44.3%
IJK ISHARES TR 0.2%
Value ($000) $735 Shares 7,660 Est. Cost $155.22 Unrealized
IRM IRON MTN INC DEL 0.2%
Value ($000) $726 Shares 7,120 Est. Cost $41.36 Unrealized +129.0%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $722 Shares 2,940 Est. Cost $238.95 Unrealized 0.0%
STE STERIS PLC 0.2%
Value ($000) $714 Shares 2,887 Est. Cost $238.92 Unrealized 0.0%
ONEZ ELEVATION SERIES TRUST 0.2%
Value ($000) $706 Shares 26,642 Est. Cost $25.87 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $704 Shares 4,663 Est. Cost $97.94 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $704 Shares 5,922 Est. Cost $104.77 Unrealized
SPYM SPDR SERIES TRUST 0.2%
Value ($000) $702 Shares 8,965 Est. Cost $45.43 Unrealized
ALL ALLSTATE CORP 0.2%
Value ($000) $698 Shares 3,250 Est. Cost $200.20 Unrealized 0.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $697 Shares 13,502 Est. Cost $38.86 Unrealized +24.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $696 Shares 7,363 Est. Cost $76.10 Unrealized +22.6%
KDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $696 Shares 27,311 Est. Cost $22.91 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $692 Shares 3,765 Est. Cost $174.27 Unrealized +10.9%
SYY SYSCO CORP 0.2%
Value ($000) $683 Shares 8,289 Est. Cost $68.57 Unrealized +15.0%
CERY SPDR SERIES TRUST 0.2%
Value ($000) $681 Shares 23,757 Est. Cost $27.75 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $674 Shares 7,576 Est. Cost $68.04 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $662 Shares 2,604 Est. Cost $200.50 Unrealized
BLV VANGUARD BD INDEX FDS 0.2%
Value ($000) $648 Shares 9,146 Est. Cost $72.34 Unrealized
KR KROGER CO 0.2%
Value ($000) $648 Shares 9,611 Est. Cost $62.27 Unrealized +10.9%
FLRN SPDR SERIES TRUST 0.2%
Value ($000) $647 Shares 20,955 Est. Cost $29.21 Unrealized
BFEB INNOVATOR ETFS TRUST 0.2%
Value ($000) $635 Shares 13,446 Est. Cost $34.34 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $633 Shares 3,332 Est. Cost $194.00 Unrealized -6.3%
QMAR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $630 Shares 19,577 Est. Cost $26.11 Unrealized
BJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $629 Shares 12,667 Est. Cost $32.68 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $629 Shares 6,031 Est. Cost $154.70 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $624 Shares 1,241 Est. Cost $276.18 Unrealized +75.4%
BDEC INNOVATOR ETFS TRUST 0.2%
Value ($000) $615 Shares 12,834 Est. Cost $36.82 Unrealized
WDAY WORKDAY INC 0.2%
Value ($000) $611 Shares 2,539 Est. Cost $175.79 Unrealized +31.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $587 Shares 17,069 Est. Cost $34.34 Unrealized 0.0%
PMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $579 Shares 14,890 Est. Cost $27.52 Unrealized
BAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $575 Shares 11,732 Est. Cost $30.31 Unrealized
QTJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $566 Shares 14,839 Est. Cost $26.32 Unrealized
T AT&T INC 0.1%
Value ($000) $563 Shares 19,924 Est. Cost $28.07 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $543 Shares 4,389 Est. Cost $55.06 Unrealized +98.7%
JNK SPDR SERIES TRUST 0.1%
Value ($000) $540 Shares 5,514 Est. Cost $97.46 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $537 Shares 555 Est. Cost $762.22 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $535 Shares 3,862 Est. Cost $116.83 Unrealized +13.3%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $531 Shares 5,418 Est. Cost $88.29 Unrealized +5.9%
PPL PPL CORP 0.1%
Value ($000) $525 Shares 14,120 Est. Cost $32.92 Unrealized +7.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $520 Shares 1,845 Est. Cost $177.18 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $514 Shares 2,815 Est. Cost $125.57 Unrealized +29.1%
TER TERADYNE INC 0.1%
Value ($000) $508 Shares 3,688 Est. Cost $122.64 Unrealized -11.0%
GFI GOLD FIELDS LTD 0.1%
Value ($000) $505 Shares 12,023 Est. Cost $41.96 Unrealized
FJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $502 Shares 9,177 Est. Cost $40.60 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $501 Shares 3,010 Est. Cost $146.61 Unrealized +7.2%
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $499 Shares 8,721 Est. Cost $45.85 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $497 Shares 2,016 Est. Cost $302.88 Unrealized -14.0%
ALV AUTOLIV INC 0.1%
Value ($000) $490 Shares 3,969 Est. Cost $107.01 Unrealized +11.3%
FISV FISERV INC 0.1%
Value ($000) $485 Shares 3,762 Est. Cost $103.53 Unrealized +38.4%
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $478 Shares 15,368 Est. Cost $25.02 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $468 Shares 614 Est. Cost $679.05 Unrealized +9.3%
XBAP INNOVATOR ETFS TRUST 0.1%
Value ($000) $458 Shares 12,108 Est. Cost $28.96 Unrealized
NOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $458 Shares 8,067 Est. Cost $46.23 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $450 Shares 3,619 Est. Cost $98.86 Unrealized +28.3%
MGNI MAGNITE INC 0.1%
Value ($000) $441 Shares 20,266 Est. Cost $10.93 Unrealized +116.0%
GRMN GARMIN LTD 0.1%
Value ($000) $434 Shares 1,762 Est. Cost $118.92 Unrealized +92.6%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $429 Shares 3,538 Est. Cost $102.34 Unrealized -4.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $424 Shares 2,197 Est. Cost $112.30 Unrealized +55.4%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $424 Shares 1,963 Est. Cost $169.07 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $419 Shares 656 Est. Cost $478.65 Unrealized +26.8%
KLAC KLA CORP 0.1%
Value ($000) $418 Shares 387 Est. Cost $572.39 Unrealized +62.5%
DE DEERE & CO 0.1%
Value ($000) $414 Shares 906 Est. Cost $284.10 Unrealized +72.3%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $413 Shares 449 Est. Cost $712.71 Unrealized +13.4%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $413 Shares 1,175 Est. Cost $157.78 Unrealized +118.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $409 Shares 2,009 Est. Cost $181.93 Unrealized +5.2%
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $406 Shares 6,034 Est. Cost $52.72 Unrealized +18.4%
IWV ISHARES TR 0.1%
Value ($000) $405 Shares 1,068 Est. Cost $256.09 Unrealized
IDCC INTERDIGITAL INC 0.1%
Value ($000) $402 Shares 1,165 Est. Cost $271.66 Unrealized 0.0%
ADSK AUTODESK INC 0.1%
Value ($000) $402 Shares 1,266 Est. Cost $228.06 Unrealized +33.6%
UNP UNION PAC CORP 0.1%
Value ($000) $402 Shares 1,700 Est. Cost $223.15 Unrealized 0.0%
GWX SPDR INDEX SHS FDS 0.1%
Value ($000) $402 Shares 9,998 Est. Cost $109.23 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $399 Shares 3,186 Est. Cost $156.63 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $397 Shares 4,348 Est. Cost $91.42 Unrealized
XDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $394 Shares 9,831 Est. Cost $32.25 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $394 Shares 4,142 Est. Cost $86.60 Unrealized
KJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $394 Shares 12,711 Est. Cost $26.02 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.1%
Value ($000) $393 Shares 2,836 Est. Cost $156.89 Unrealized -16.5%
SPTM SPDR SERIES TRUST 0.1%
Value ($000) $393 Shares 4,870 Est. Cost $70.44 Unrealized
PJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $388 Shares 8,467 Est. Cost $39.11 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $384 Shares 7,570 Est. Cost $49.07 Unrealized
NTES NETEASE INC 0.1%
Value ($000) $383 Shares 2,522 Est. Cost $152.00 Unrealized
BMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $381 Shares 7,375 Est. Cost $41.29 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $377 Shares 12,058 Est. Cost $25.84 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $372 Shares 1,527 Est. Cost $139.28 Unrealized +50.7%
CTAS CINTAS CORP 0.1%
Value ($000) $371 Shares 1,810 Est. Cost $180.51 Unrealized +17.9%
BX BLACKSTONE INC 0.1%
Value ($000) $368 Shares 2,155 Est. Cost $102.89 Unrealized +64.7%
SEPZ ELEVATION SERIES TRUST 0.1%
Value ($000) $367 Shares 8,662 Est. Cost $42.34 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $365 Shares 2,548 Est. Cost $156.18 Unrealized -9.8%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $363 Shares 1,592 Est. Cost $243.64 Unrealized -8.5%
XP XP INC 0.1%
Value ($000) $360 Shares 19,140 Est. Cost $20.13 Unrealized -10.9%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $355 Shares 834 Est. Cost $472.59 Unrealized -4.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $354 Shares 1,358 Est. Cost $240.26 Unrealized +7.1%
DECZ ELEVATION SERIES TRUST 0.1%
Value ($000) $353 Shares 8,658 Est. Cost $40.74 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value ($000) $350 Shares 8,526 Est. Cost $33.70 Unrealized
GGG GRACO INC 0.1%
Value ($000) $349 Shares 4,108 Est. Cost $82.19 Unrealized +3.3%
RACE FERRARI N V 0.1%
Value ($000) $346 Shares 714 Est. Cost $363.02 Unrealized +32.0%
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $345 Shares 7,393 Est. Cost $45.71 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $342 Shares 5,720 Est. Cost $45.61 Unrealized +27.8%
USEP INNOVATOR ETFS TRUST 0.1%
Value ($000) $341 Shares 8,817 Est. Cost $26.40 Unrealized
MCO MOODYS CORP 0.1%
Value ($000) $340 Shares 713 Est. Cost $396.22 Unrealized +26.9%
IGV ISHARES TR 0.1%
Value ($000) $337 Shares 2,932 Est. Cost $136.41 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $331 Shares 1,184 Est. Cost $228.62 Unrealized
POR PORTLAND GEN ELEC CO 0.1%
Value ($000) $329 Shares 7,474 Est. Cost $37.45 Unrealized +9.6%
OZ BELPOINTE PREP LLC 0.1%
Value ($000) $320 Shares 4,996 Est. Cost $100.11 Unrealized -36.1%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $315 Shares 3,344 Est. Cost $111.14 Unrealized -13.6%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $315 Shares 3,435 Est. Cost $91.75 Unrealized
FERG FERGUSON ENTERPRISES INC 0.1%
Value ($000) $314 Shares 1,398 Est. Cost $224.73 Unrealized 0.0%
SOXX ISHARES TR 0.1%
Value ($000) $312 Shares 1,152 Est. Cost $283.86 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $310 Shares 6,314 Est. Cost $46.94 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $308 Shares 1,642 Est. Cost $169.06 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $307 Shares 3,667 Est. Cost $50.49 Unrealized +59.4%
LDUR PIMCO ETF TR 0.1%
Value ($000) $304 Shares 3,159 Est. Cost $95.83 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $304 Shares 639 Est. Cost $385.81 Unrealized +22.0%
SMH VANECK ETF TRUST 0.1%
Value ($000) $304 Shares 930 Est. Cost $279.83 Unrealized
FHI FEDERATED HERMES INC 0.1%
Value ($000) $303 Shares 5,829 Est. Cost $49.91 Unrealized 0.0%
NTAP NETAPP INC 0.1%
Value ($000) $302 Shares 2,547 Est. Cost $110.78 Unrealized 0.0%
INFY INFOSYS LTD 0.1%
Value ($000) $301 Shares 18,505 Est. Cost $18.56 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $301 Shares 2,247 Est. Cost $130.61 Unrealized 0.0%
VST VISTRA CORP 0.1%
Value ($000) $300 Shares 1,529 Est. Cost $197.68 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $296 Shares 2,105 Est. Cost $200.63 Unrealized -23.9%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $295 Shares 1,984 Est. Cost $166.86 Unrealized -1.1%
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $293 Shares 7,383 Est. Cost $35.17 Unrealized
SKT TANGER INC 0.1%
Value ($000) $293 Shares 8,654 Est. Cost $33.84 Unrealized
EXP EAGLE MATLS INC 0.1%
Value ($000) $292 Shares 1,254 Est. Cost $226.24 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $289 Shares 7,459 Est. Cost $26.28 Unrealized +42.4%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $289 Shares 4,817 Est. Cost $60.03 Unrealized
KOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $289 Shares 8,756 Est. Cost $27.52 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $287 Shares 2,236 Est. Cost $128.24 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $286 Shares 2,582 Est. Cost $106.48 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $286 Shares 377 Est. Cost $735.10 Unrealized 0.0%
VFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $281 Shares 7,484 Est. Cost $34.13 Unrealized
BJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $279 Shares 5,269 Est. Cost $47.55 Unrealized
PODD INSULET CORP 0.1%
Value ($000) $279 Shares 903 Est. Cost $313.31 Unrealized 0.0%
MPLX MPLX LP 0.1%
Value ($000) $277 Shares 5,546 Est. Cost $49.95 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $276 Shares 451 Est. Cost $568.03 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $273 Shares 1,181 Est. Cost $137.34 Unrealized +47.0%
WES WESTERN MIDSTREAM PARTNERS L 0.1%
Value ($000) $273 Shares 6,954 Est. Cost $39.29 Unrealized
EMHC SPDR SERIES TRUST 0.1%
Value ($000) $272 Shares 10,790 Est. Cost $24.18 Unrealized
PYLD PIMCO ETF TR 0.1%
Value ($000) $272 Shares 10,125 Est. Cost $26.35 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $270 Shares 6,498 Est. Cost $41.16 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $269 Shares 932 Est. Cost $281.51 Unrealized 0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.1%
Value ($000) $267 Shares 4,404 Est. Cost $60.70 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $265 Shares 1,315 Est. Cost $204.01 Unrealized 0.0%
FELV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $263 Shares 7,848 Est. Cost $26.85 Unrealized
GEN GEN DIGITAL INC 0.1%
Value ($000) $262 Shares 9,246 Est. Cost $29.71 Unrealized 0.0%
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $261 Shares 8,117 Est. Cost $29.86 Unrealized
KJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $260 Shares 6,455 Est. Cost $35.74 Unrealized
STAG STAG INDL INC 0.1%
Value ($000) $260 Shares 7,379 Est. Cost $35.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $260 Shares 922 Est. Cost $240.86 Unrealized +7.8%
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $259 Shares 12,300 Est. Cost $20.29 Unrealized
OMF ONEMAIN HLDGS INC 0.1%
Value ($000) $258 Shares 4,572 Est. Cost $59.02 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $257 Shares 2,030 Est. Cost $137.17 Unrealized 0.0%
ORCL ORACLE CORP 0.1%
Value ($000) $255 Shares 905 Est. Cost $254.17 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $252 Shares 1,233 Est. Cost $158.34 Unrealized +14.2%
WU WESTERN UN CO 0.1%
Value ($000) $252 Shares 31,572 Est. Cost $7.99 Unrealized
QLD PROSHARES TR 0.1%
Value ($000) $251 Shares 1,832 Est. Cost $117.71 Unrealized
SEIC SEI INVTS CO 0.1%
Value ($000) $251 Shares 2,958 Est. Cost $88.30 Unrealized 0.0%
HLNE HAMILTON LANE INC 0.1%
Value ($000) $248 Shares 1,840 Est. Cost $150.85 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value ($000) $247 Shares 5,042 Est. Cost $63.85 Unrealized -0.6%
RELX RELX PLC 0.1%
Value ($000) $247 Shares 5,170 Est. Cost $47.76 Unrealized
KAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $246 Shares 9,467 Est. Cost $25.14 Unrealized
LII LENNOX INTL INC 0.1%
Value ($000) $242 Shares 458 Est. Cost $581.04 Unrealized 0.0%
WHD CACTUS INC 0.1%
Value ($000) $240 Shares 6,087 Est. Cost $42.06 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $230 Shares 249 Est. Cost $924.56 Unrealized +3.5%
PLMR PALOMAR HLDGS INC 0.1%
Value ($000) $226 Shares 1,939 Est. Cost $126.79 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $225 Shares 2,987 Est. Cost $64.07 Unrealized +12.7%
VONE VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $224 Shares 741 Est. Cost $280.86 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $224 Shares 907 Est. Cost $214.89 Unrealized +7.8%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $223 Shares 780 Est. Cost $440.14 Unrealized -13.7%
TRI THOMSON REUTERS CORP 0.1%
Value ($000) $220 Shares 1,419 Est. Cost $181.15 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $215 Shares 7,890 Est. Cost $40.15 Unrealized
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $211 Shares 5,155 Est. Cost $35.60 Unrealized 0.0%
ROE EA SERIES TRUST 0.1%
Value ($000) $210 Shares 6,076 Est. Cost $32.21 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $205 Shares 1,262 Est. Cost $167.34 Unrealized -1.3%
NLR VANECK ETF TRUST 0.1%
Value ($000) $202 Shares 1,491 Est. Cost $135.65 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $125 Shares 10,173 Est. Cost $11.93 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $111 Shares 13,758 Est. Cost $10.30 Unrealized