Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 30, 2025

Total Value ($000): $551,021 (100.0% shares, 0.0% debt)

Holdings (755)

MSFT MICROSOFT CORP COM 6.3%
Value ($000) $34,546 Shares 69,451 Est. Cost $183.81 Unrealized +135.2%
AVGO BROADCOM INC COM 6.0%
Value ($000) $32,940 Shares 119,501 Est. Cost $146.06 Unrealized +47.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 4.1%
Value ($000) $22,724 Shares 100,329 Est. Cost $62.77 Unrealized
JPM JPMORGAN CHASE & CO. COM 3.4%
Value ($000) $18,732 Shares 64,611 Est. Cost $107.53 Unrealized +135.0%
BX BLACKSTONE INC COM 2.7%
Value ($000) $15,118 Shares 101,072 Est. Cost $50.71 Unrealized +166.5%
PWR QUANTA SVCS INC COM 2.4%
Value ($000) $13,326 Shares 35,246 Est. Cost $172.19 Unrealized +86.3%
V VISA INC COM CL A 2.2%
Value ($000) $12,341 Shares 34,759 Est. Cost $210.28 Unrealized +65.0%
GOOGL ALPHABET INC CAP STK CL A 2.0%
Value ($000) $11,243 Shares 63,796 Est. Cost $117.99 Unrealized +38.4%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 2.0%
Value ($000) $11,068 Shares 173,105 Est. Cost $47.04 Unrealized
CRH CRH PLC ORD 2.0%
Value ($000) $10,804 Shares 117,693 Est. Cost $57.14 Unrealized +59.3%
AAPL APPLE INC COM 1.9%
Value ($000) $10,676 Shares 52,034 Est. Cost $152.33 Unrealized +32.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.9%
Value ($000) $10,667 Shares 21,959 Est. Cost $239.86 Unrealized +111.7%
ETR ENTERGY CORP NEW COM 1.7%
Value ($000) $9,108 Shares 109,574 Est. Cost $70.53 Unrealized +15.3%
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 1.5%
Value ($000) $8,496 Shares 91,635 Est. Cost $79.48 Unrealized +10.4%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 1.5%
Value ($000) $8,344 Shares 92,591 Est. Cost $90.12 Unrealized
GLD SPDR GOLD SHARES 1.4%
Value ($000) $7,931 Shares 26,019 Est. Cost $165.26 Unrealized
ETN EATON CORP PLC SHS 1.4%
Value ($000) $7,675 Shares 21,498 Est. Cost $168.35 Unrealized +82.2%
CB CHUBB LIMITED COM 1.3%
Value ($000) $7,350 Shares 25,368 Est. Cost $173.69 Unrealized +65.2%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $7,084 Shares 32,290 Est. Cost $156.38 Unrealized +26.5%
TPR TAPESTRY INC COM 1.3%
Value ($000) $7,079 Shares 80,616 Est. Cost $40.91 Unrealized +83.2%
JNJ JOHNSON & JOHNSON COM 1.2%
Value ($000) $6,882 Shares 45,056 Est. Cost $141.83 Unrealized +6.4%
LIN LINDE PLC SHS 1.2%
Value ($000) $6,742 Shares 14,370 Est. Cost $332.34 Unrealized +36.1%
VRTX VERTEX PHARMACEUTICALS INC COM 1.2%
Value ($000) $6,689 Shares 15,025 Est. Cost $212.69 Unrealized +116.7%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $6,687 Shares 37,695 Est. Cost $131.58 Unrealized +25.3%
WSO WATSCO INC COM 1.2%
Value ($000) $6,474 Shares 14,659 Est. Cost $247.68 Unrealized +87.3%
CSL CARLISLE COS INC COM 1.2%
Value ($000) $6,430 Shares 17,220 Est. Cost $179.31 Unrealized +104.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.1%
Value ($000) $6,163 Shares 20,618 Est. Cost $228.60 Unrealized +32.5%
SONY SONY GROUP CORP SPONSORED ADR 1.0%
Value ($000) $5,481 Shares 210,578 Est. Cost $28.41 Unrealized
ABBV ABBVIE INC COM 1.0%
Value ($000) $5,381 Shares 28,991 Est. Cost $79.52 Unrealized +129.7%
BKNG BOOKING HOLDINGS INC COM 0.8%
Value ($000) $4,587 Shares 792 Est. Cost $3704.44 Unrealized +37.5%
BAC BANK AMERICA CORP COM 0.8%
Value ($000) $4,455 Shares 94,136 Est. Cost $26.51 Unrealized +56.4%
RTX RTX CORPORATION COM 0.8%
Value ($000) $4,322 Shares 29,602 Est. Cost $131.74 Unrealized +0.0%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.8%
Value ($000) $4,303 Shares 17,707 Est. Cost $129.13 Unrealized +82.0%
KO COCA COLA CO COM 0.8%
Value ($000) $4,150 Shares 58,659 Est. Cost $55.34 Unrealized +26.1%
HD HOME DEPOT INC COM 0.8%
Value ($000) $4,134 Shares 11,275 Est. Cost $232.55 Unrealized +53.0%
MPC MARATHON PETE CORP COM 0.7%
Value ($000) $4,095 Shares 24,653 Est. Cost $84.90 Unrealized +74.2%
VMC VULCAN MATLS CO COM 0.7%
Value ($000) $4,023 Shares 15,424 Est. Cost $137.43 Unrealized +86.3%
META META PLATFORMS INC CL A 0.7%
Value ($000) $3,890 Shares 5,270 Est. Cost $627.76 Unrealized -1.8%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.7%
Value ($000) $3,830 Shares 67,378 Est. Cost $35.49 Unrealized
ORCL ORACLE CORP COM 0.7%
Value ($000) $3,819 Shares 17,469 Est. Cost $99.22 Unrealized +62.1%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.7%
Value ($000) $3,761 Shares 69,141 Est. Cost $50.64 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.7%
Value ($000) $3,760 Shares 74,145 Est. Cost $45.93 Unrealized
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $3,576 Shares 18,977 Est. Cost $104.39 Unrealized +78.0%
QLTY GMO U.S. QUALITY ETF SHS 0.6%
Value ($000) $3,487 Shares 101,772 Est. Cost $31.19 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $3,413 Shares 56,858 Est. Cost $47.44 Unrealized
PG PROCTER AND GAMBLE CO COM 0.6%
Value ($000) $3,346 Shares 21,001 Est. Cost $157.02 Unrealized +2.4%
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $3,344 Shares 48,166 Est. Cost $62.86 Unrealized +8.3%
LRCX LAM RESEARCH CORP COM NEW 0.6%
Value ($000) $3,254 Shares 33,430 Est. Cost $75.23 Unrealized +4.8%
INTU INTUIT COM 0.6%
Value ($000) $3,242 Shares 4,117 Est. Cost $631.62 Unrealized +6.8%
EOG EOG RES INC COM 0.6%
Value ($000) $3,147 Shares 26,309 Est. Cost $88.69 Unrealized +26.4%
FLOT ISHARES FLOATING RATE BOND ETF 0.6%
Value ($000) $3,141 Shares 61,558 Est. Cost $50.60 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $3,097 Shares 37,097 Est. Cost $76.73 Unrealized
RSG REPUBLIC SVCS INC COM 0.6%
Value ($000) $3,081 Shares 12,494 Est. Cost $144.74 Unrealized +69.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $3,043 Shares 10,012 Est. Cost $279.12 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $2,980 Shares 7,350 Est. Cost $321.84 Unrealized +29.6%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $2,953 Shares 5,907 Est. Cost $313.94 Unrealized +54.8%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $2,680 Shares 50,805 Est. Cost $52.30 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.5%
Value ($000) $2,626 Shares 99,103 Est. Cost $42.81 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.5%
Value ($000) $2,542 Shares 27,458 Est. Cost $58.32 Unrealized 0.0%
KVUE KENVUE INC COM 0.4%
Value ($000) $2,461 Shares 117,562 Est. Cost $20.74 Unrealized +6.8%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.4%
Value ($000) $2,447 Shares 61,135 Est. Cost $33.18 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.4%
Value ($000) $2,415 Shares 47,430 Est. Cost $50.88 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.4%
Value ($000) $2,351 Shares 39,149 Est. Cost $41.22 Unrealized
TOTALENERGIES SE SPONSORED ADS 0.4%
Value ($000) $2,320 Shares 37,799 Est. Cost $54.05 Unrealized
NVDA NVIDIA CORPORATION COM 0.4%
Value ($000) $2,269 Shares 14,360 Est. Cost $102.88 Unrealized +22.3%
FIS FIDELITY NATL INFORMATION SVCS COM 0.4%
Value ($000) $2,215 Shares 27,212 Est. Cost $83.81 Unrealized -8.6%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.4%
Value ($000) $2,158 Shares 94,638 Est. Cost $27.04 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.4%
Value ($000) $2,088 Shares 9,551 Est. Cost $219.41 Unrealized +1.7%
APH AMPHENOL CORP NEW CL A 0.4%
Value ($000) $1,975 Shares 20,005 Est. Cost $52.81 Unrealized +54.1%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.3%
Value ($000) $1,866 Shares 76,547 Est. Cost $35.44 Unrealized
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,853 Shares 11,360 Est. Cost $100.01 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,827 Shares 13,435 Est. Cost $92.10 Unrealized +41.8%
CRM SALESFORCE INC COM 0.3%
Value ($000) $1,792 Shares 6,571 Est. Cost $313.99 Unrealized -15.3%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,706 Shares 3,003 Est. Cost $498.03 Unrealized
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $1,635 Shares 9,253 Est. Cost $170.92 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $1,606 Shares 12,160 Est. Cost $127.21 Unrealized +3.0%
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.3%
Value ($000) $1,565 Shares 62,153 Est. Cost $25.43 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $1,518 Shares 30,686 Est. Cost $47.25 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $1,504 Shares 13,775 Est. Cost $98.58 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.3%
Value ($000) $1,498 Shares 34,371 Est. Cost $39.14 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value ($000) $1,488 Shares 10,916 Est. Cost $33.42 Unrealized +251.0%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,456 Shares 13,505 Est. Cost $62.86 Unrealized +66.3%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $1,447 Shares 2,044 Est. Cost $267.27 Unrealized +113.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $1,437 Shares 23,163 Est. Cost $69.09 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $1,334 Shares 12,208 Est. Cost $113.47 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.2%
Value ($000) $1,321 Shares 69,558 Est. Cost $20.19 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $1,234 Shares 12,439 Est. Cost $99.82 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $1,188 Shares 14,574 Est. Cost $52.71 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $1,178 Shares 1,897 Est. Cost $566.29 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.2%
Value ($000) $1,149 Shares 45,205 Est. Cost $25.03 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,136 Shares 1,839 Est. Cost $463.18 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value ($000) $1,108 Shares 45,653 Est. Cost $25.44 Unrealized
DIVB ISHARES CORE DIVIDEND ETF 0.2%
Value ($000) $1,067 Shares 21,209 Est. Cost $39.18 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.2%
Value ($000) $1,027 Shares 3,815 Est. Cost $137.18 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,018 Shares 1,028 Est. Cost $560.90 Unrealized +76.6%
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $974 Shares 20,914 Est. Cost $46.25 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $953 Shares 5,231 Est. Cost $73.93 Unrealized +126.4%
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $943 Shares 33,625 Est. Cost $35.92 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $938 Shares 18,265 Est. Cost $52.83 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $926 Shares 13,350 Est. Cost $40.07 Unrealized +50.7%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.2%
Value ($000) $910 Shares 6,562 Est. Cost $116.27 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $900 Shares 22,710 Est. Cost $32.53 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $893 Shares 3,526 Est. Cost $165.71 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.2%
Value ($000) $873 Shares 10,369 Est. Cost $56.33 Unrealized +40.1%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $867 Shares 3,723 Est. Cost $157.03 Unrealized +27.1%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $866 Shares 8,418 Est. Cost $105.49 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value ($000) $856 Shares 38,746 Est. Cost $22.10 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $785 Shares 3,131 Est. Cost $187.43 Unrealized +21.1%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $754 Shares 14,878 Est. Cost $49.39 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $753 Shares 3,627 Est. Cost $123.39 Unrealized +41.2%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $732 Shares 7,963 Est. Cost $87.62 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.1%
Value ($000) $713 Shares 28,179 Est. Cost $25.21 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $701 Shares 3,161 Est. Cost $165.80 Unrealized +33.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $671 Shares 6,116 Est. Cost $81.22 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $592 Shares 11,489 Est. Cost $34.36 Unrealized
DTE DTE ENERGY CO COM 0.1%
Value ($000) $570 Shares 4,305 Est. Cost $84.60 Unrealized +55.2%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $567 Shares 5,330 Est. Cost $104.63 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $547 Shares 18,742 Est. Cost $40.96 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $543 Shares 3,600 Est. Cost $108.03 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $517 Shares 1,217 Est. Cost $375.38 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $512 Shares 1,902 Est. Cost $169.94 Unrealized +48.5%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value ($000) $509 Shares 5,428 Est. Cost $77.82 Unrealized
XYL XYLEM INC COM 0.1%
Value ($000) $492 Shares 3,801 Est. Cost $83.51 Unrealized +43.9%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value ($000) $487 Shares 8,139 Est. Cost $59.81 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $469 Shares 3,931 Est. Cost $90.90 Unrealized +20.4%
HUBB HUBBELL INC COM 0.1%
Value ($000) $464 Shares 1,135 Est. Cost $279.56 Unrealized +31.5%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $456 Shares 585 Est. Cost $358.50 Unrealized +115.7%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value ($000) $445 Shares 18,345 Est. Cost $24.07 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value ($000) $441 Shares 3,172 Est. Cost $84.71 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $441 Shares 6,977 Est. Cost $61.89 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $439 Shares 328 Est. Cost $93.73 Unrealized +20.6%
T AT&T INC COM 0.1%
Value ($000) $439 Shares 15,169 Est. Cost $15.81 Unrealized +70.5%
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 0.1%
Value ($000) $429 Shares 9,118 Est. Cost $47.18 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $427 Shares 1,979 Est. Cost $210.16 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $426 Shares 6,953 Est. Cost $44.03 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value ($000) $422 Shares 5,346 Est. Cost $68.16 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $420 Shares 1,640 Est. Cost $150.32 Unrealized +55.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $418 Shares 15,106 Est. Cost $33.26 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $411 Shares 9,502 Est. Cost $38.88 Unrealized +7.6%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $403 Shares 4,750 Est. Cost $63.13 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $403 Shares 870 Est. Cost $326.96 Unrealized +40.4%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.1%
Value ($000) $402 Shares 15,700 Est. Cost $25.57 Unrealized
WSM WILLIAMS SONOMA INC COM 0.1%
Value ($000) $376 Shares 2,300 Est. Cost $155.03 Unrealized +0.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $373 Shares 6,550 Est. Cost $52.92 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $370 Shares 2,371 Est. Cost $131.83 Unrealized +19.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $367 Shares 1,244 Est. Cost $168.26 Unrealized +50.9%
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $364 Shares 13,588 Est. Cost $26.58 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $363 Shares 6,905 Est. Cost $29.53 Unrealized +56.8%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value ($000) $363 Shares 4,800 Est. Cost $60.41 Unrealized
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $360 Shares 3,331 Est. Cost $57.20 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $357 Shares 1,121 Est. Cost $250.14 Unrealized +11.7%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $356 Shares 397 Est. Cost $486.51 Unrealized +53.9%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $347 Shares 3,457 Est. Cost $67.50 Unrealized +53.6%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $347 Shares 5,911 Est. Cost $31.12 Unrealized +79.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $343 Shares 1,501 Est. Cost $146.52 Unrealized +56.7%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $340 Shares 1,052 Est. Cost $230.90 Unrealized +14.3%
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 0.1%
Value ($000) $340 Shares 6,815 Est. Cost $48.02 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $331 Shares 10,679 Est. Cost $26.07 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.1%
Value ($000) $327 Shares 12,900 Est. Cost $14.25 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $320 Shares 2,102 Est. Cost $117.11 Unrealized +20.6%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $312 Shares 4,520 Est. Cost $90.17 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $308 Shares 630 Est. Cost $111.72 Unrealized +252.8%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value ($000) $297 Shares 2,225 Est. Cost $101.25 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $296 Shares 4,390 Est. Cost $50.03 Unrealized +30.2%
KAYNE ANDERSON ENERGY INFRSTR COM 0.1%
Value ($000) $286 Shares 22,500 Est. Cost $11.29 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $283 Shares 2,082 Est. Cost $121.66 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.1%
Value ($000) $278 Shares 2,525 Est. Cost $40.69 Unrealized +143.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $275 Shares 893 Est. Cost $248.58 Unrealized +21.6%
SO SOUTHERN CO COM 0.0%
Value ($000) $275 Shares 2,997 Est. Cost $65.88 Unrealized +33.6%
MRK MERCK & CO INC COM 0.0%
Value ($000) $269 Shares 3,396 Est. Cost $81.65 Unrealized -5.2%
TSLA TESLA INC COM 0.0%
Value ($000) $263 Shares 829 Est. Cost $252.53 Unrealized +19.3%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $260 Shares 11,131 Est. Cost $23.13 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $257 Shares 2,000 Est. Cost $82.80 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $257 Shares 1,793 Est. Cost $137.72 Unrealized -0.5%
BPRN PRINCETON BANCORP INC COM 0.0%
Value ($000) $245 Shares 8,009 Est. Cost $30.65 Unrealized -4.7%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.0%
Value ($000) $244 Shares 10,461 Est. Cost $23.29 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $238 Shares 852 Est. Cost $236.08 Unrealized
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 0.0%
Value ($000) $231 Shares 6,043 Est. Cost $38.54 Unrealized
GOOD GLADSTONE COMMERCIAL CORP COM 0.0%
Value ($000) $230 Shares 16,052 Est. Cost $14.35 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $229 Shares 1,180 Est. Cost $148.94 Unrealized +16.1%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $222 Shares 2,606 Est. Cost $82.22 Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value ($000) $221 Shares 10,491 Est. Cost $20.90 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $219 Shares 748 Est. Cost $197.35 Unrealized +53.8%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $217 Shares 559 Est. Cost $208.96 Unrealized +58.3%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $217 Shares 5,012 Est. Cost $31.34 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $212 Shares 4,915 Est. Cost $42.96 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value ($000) $211 Shares 1,662 Est. Cost $126.75 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value ($000) $195 Shares 2,071 Est. Cost $86.43 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $180 Shares 1,363 Est. Cost $129.93 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $180 Shares 1,708 Est. Cost $72.06 Unrealized +43.8%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $180 Shares 985 Est. Cost $114.90 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value ($000) $180 Shares 800 Est. Cost $109.23 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $179 Shares 673 Est. Cost $113.89 Unrealized +126.1%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $179 Shares 1,440 Est. Cost $108.15 Unrealized -4.9%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $177 Shares 632 Est. Cost $255.16 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.0%
Value ($000) $173 Shares 2,025 Est. Cost $60.45 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $172 Shares 2,457 Est. Cost $62.55 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $168 Shares 802 Est. Cost $169.20 Unrealized +11.6%
BLK BLACKROCK INC COM 0.0%
Value ($000) $168 Shares 160 Est. Cost $875.03 Unrealized +6.6%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $166 Shares 669 Est. Cost $168.74 Unrealized +40.5%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $164 Shares 1,710 Est. Cost $82.15 Unrealized +19.1%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $164 Shares 2,653 Est. Cost $21.90 Unrealized +68.5%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $162 Shares 685 Est. Cost $236.98 Unrealized
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value ($000) $162 Shares 14,076 Est. Cost $12.34 Unrealized -13.4%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $158 Shares 8,212 Est. Cost $22.86 Unrealized -19.1%
DE DEERE & CO COM 0.0%
Value ($000) $156 Shares 307 Est. Cost $423.98 Unrealized +14.3%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $156 Shares 980 Est. Cost $138.10 Unrealized +5.0%
WELL WELLTOWER INC COM 0.0%
Value ($000) $155 Shares 1,007 Est. Cost $116.79 Unrealized +26.6%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $154 Shares 600 Est. Cost $85.14 Unrealized +156.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $152 Shares 743 Est. Cost $153.95 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $150 Shares 284 Est. Cost $421.55 Unrealized +17.8%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $149 Shares 1,437 Est. Cost $76.20 Unrealized +33.8%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $148 Shares 474 Est. Cost $329.97 Unrealized +13.6%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $147 Shares 275 Est. Cost $434.87 Unrealized 0.0%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $145 Shares 74 Est. Cost $2082.59 Unrealized -13.1%
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $137 Shares 3,025 Est. Cost $45.36 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $136 Shares 2,600 Est. Cost $29.32 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $136 Shares 255 Est. Cost $117.64 Unrealized +316.7%
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value ($000) $136 Shares 1,170 Est. Cost $110.56 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $135 Shares 2,500 Est. Cost $54.43 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $133 Shares 1,124 Est. Cost $98.20 Unrealized +17.6%
AMGN AMGEN INC COM 0.0%
Value ($000) $131 Shares 469 Est. Cost $225.02 Unrealized +23.4%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $124 Shares 565 Est. Cost $261.51 Unrealized -18.4%
WMT WALMART INC COM 0.0%
Value ($000) $123 Shares 1,259 Est. Cost $72.45 Unrealized +30.8%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $123 Shares 2,519 Est. Cost $41.64 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $121 Shares 1,159 Est. Cost $105.14 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $120 Shares 223 Est. Cost $506.22 Unrealized -5.5%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $116 Shares 1,741 Est. Cost $59.10 Unrealized +3.7%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $115 Shares 1,328 Est. Cost $72.97 Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $113 Shares 1,525 Est. Cost $31.57 Unrealized +68.7%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $111 Shares 4,645 Est. Cost $34.02 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $109 Shares 845 Est. Cost $124.50 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $107 Shares 191 Est. Cost $481.62 Unrealized +14.5%
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value ($000) $106 Shares 4,840 Est. Cost $21.92 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $106 Shares 783 Est. Cost $100.63 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $105 Shares 3,475 Est. Cost $30.27 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $104 Shares 430 Est. Cost $147.94 Unrealized +52.3%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $104 Shares 263 Est. Cost $395.34 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $103 Shares 1,629 Est. Cost $63.26 Unrealized
IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF 0.0%
Value ($000) $100 Shares 3,950 Est. Cost $25.28 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $92 Shares 10,526 Est. Cost $8.17 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $92 Shares 514 Est. Cost $139.96 Unrealized +20.1%
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value ($000) $91 Shares 905 Est. Cost $100.16 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $90 Shares 1,185 Est. Cost $57.92 Unrealized +22.7%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $89 Shares 6,420 Est. Cost $14.22 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $88 Shares 1,247 Est. Cost $58.77 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $88 Shares 791 Est. Cost $89.72 Unrealized +16.3%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $87 Shares 4,716 Est. Cost $23.09 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $87 Shares 540 Est. Cost $85.00 Unrealized +54.1%
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.0%
Value ($000) $86 Shares 1,357 Est. Cost $61.99 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $86 Shares 1,750 Est. Cost $15.34 Unrealized
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $83 Shares 6,616 Est. Cost $12.80 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $81 Shares 4,475 Est. Cost $17.75 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $81 Shares 442 Est. Cost $202.36 Unrealized -22.2%
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $80 Shares 3,500 Est. Cost $22.94 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $80 Shares 151 Est. Cost $190.55 Unrealized +118.3%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $79 Shares 530 Est. Cost $64.67 Unrealized +117.9%
FISV FISERV INC COM 0.0%
Value ($000) $78 Shares 455 Est. Cost $130.50 Unrealized +39.0%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value ($000) $78 Shares 872 Est. Cost $76.56 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $77 Shares 103 Est. Cost $655.29 Unrealized +1.5%
MCO MOODYS CORP COM 0.0%
Value ($000) $77 Shares 154 Est. Cost $325.21 Unrealized +41.8%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $77 Shares 4,983 Est. Cost $13.37 Unrealized
D DOMINION ENERGY INC COM 0.0%
Value ($000) $77 Shares 1,356 Est. Cost $47.51 Unrealized +11.9%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $76 Shares 1,289 Est. Cost $44.13 Unrealized +25.3%
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $75 Shares 903 Est. Cost $62.02 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $75 Shares 871 Est. Cost $88.69 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $74 Shares 278 Est. Cost $154.09 Unrealized +69.2%
EASG XTRACKERS MSCI EAFE SELECTION EQUITY ETF 0.0%
Value ($000) $73 Shares 2,168 Est. Cost $26.75 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $71 Shares 180 Est. Cost $319.91 Unrealized +16.1%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $71 Shares 395 Est. Cost $109.86 Unrealized +56.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $71 Shares 1,562 Est. Cost $39.82 Unrealized +2.4%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $71 Shares 128 Est. Cost $437.20 Unrealized
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $70 Shares 500 Est. Cost $108.51 Unrealized +0.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $70 Shares 138 Est. Cost $257.92 Unrealized +68.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $70 Shares 476 Est. Cost $103.87 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $70 Shares 995 Est. Cost $42.75 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $69 Shares 1,089 Est. Cost $53.52 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $69 Shares 999 Est. Cost $67.75 Unrealized -5.3%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $68 Shares 206 Est. Cost $282.18 Unrealized 0.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $68 Shares 156 Est. Cost $369.32 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $68 Shares 1,070 Est. Cost $62.34 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $68 Shares 2,460 Est. Cost $27.26 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $68 Shares 1,373 Est. Cost $41.74 Unrealized +12.8%
ADBE ADOBE INC COM 0.0%
Value ($000) $67 Shares 173 Est. Cost $501.72 Unrealized -23.2%
SHE SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value ($000) $65 Shares 523 Est. Cost $68.00 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $64 Shares 484 Est. Cost $139.49 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $64 Shares 644 Est. Cost $107.66 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $63 Shares 1,137 Est. Cost $37.93 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $62 Shares 700 Est. Cost $162.48 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $62 Shares 796 Est. Cost $53.10 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $61 Shares 375 Est. Cost $184.43 Unrealized -4.2%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $61 Shares 1,045 Est. Cost $62.98 Unrealized -11.1%
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $60 Shares 1,171 Est. Cost $51.51 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $59 Shares 438 Est. Cost $125.96 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $59 Shares 1,785 Est. Cost $32.25 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $58 Shares 237 Est. Cost $95.17 Unrealized +136.8%
NOW SERVICENOW INC COM 0.0%
Value ($000) $58 Shares 56 Est. Cost $171.34 Unrealized +10.1%
NEM NEWMONT CORP COM 0.0%
Value ($000) $58 Shares 988 Est. Cost $48.86 Unrealized +8.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $57 Shares 343 Est. Cost $124.17 Unrealized +30.2%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $27.10 Unrealized +94.0%
MTX MINERALS TECHNOLOGIES INC COM 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $54.02 Unrealized +3.7%
FAST FASTENAL CO COM 0.0%
Value ($000) $55 Shares 1,300 Est. Cost $40.11 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $54 Shares 690 Est. Cost $112.18 Unrealized -33.5%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $53 Shares 100 Est. Cost $120.11 Unrealized +267.0%
CSX CSX CORP COM 0.0%
Value ($000) $52 Shares 1,600 Est. Cost $30.42 Unrealized -2.1%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $52 Shares 295 Est. Cost $342.87 Unrealized -51.2%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $52 Shares 5,752 Est. Cost $9.12 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value ($000) $52 Shares 549 Est. Cost $78.94 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $51 Shares 176 Est. Cost $231.68 Unrealized +17.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $51 Shares 572 Est. Cost $71.57 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $50 Shares 288 Est. Cost $161.64 Unrealized -0.9%
UNP UNION PAC CORP COM 0.0%
Value ($000) $50 Shares 218 Est. Cost $202.02 Unrealized +8.1%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $50 Shares 611 Est. Cost $62.07 Unrealized +30.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $50 Shares 570 Est. Cost $79.17 Unrealized +5.5%
DASH DOORDASH INC CL A 0.0%
Value ($000) $49 Shares 200 Est. Cost $164.28 Unrealized +22.1%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $49 Shares 653 Est. Cost $73.18 Unrealized
OSCR OSCAR HEALTH INC CL A 0.0%
Value ($000) $48 Shares 2,250 Est. Cost $14.85 Unrealized +0.1%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $48 Shares 344 Est. Cost $133.69 Unrealized +5.6%
KELLANOVA COM 0.0%
Value ($000) $47 Shares 587 Est. Cost $53.15 Unrealized +50.9%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $46 Shares 190 Est. Cost $150.99 Unrealized +53.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $46 Shares 540 Est. Cost $63.88 Unrealized +11.5%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $46 Shares 315 Est. Cost $119.89 Unrealized +23.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $45 Shares 64 Est. Cost $432.30 Unrealized +45.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $44 Shares 311 Est. Cost $108.87 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $44 Shares 500 Est. Cost $80.02 Unrealized -12.7%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $44 Shares 200 Est. Cost $121.57 Unrealized +68.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $43 Shares 251 Est. Cost $238.14 Unrealized -24.2%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $43 Shares 1,649 Est. Cost $31.53 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $42 Shares 555 Est. Cost $81.81 Unrealized -10.3%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $41 Shares 3,000 Est. Cost $14.26 Unrealized -4.9%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $41 Shares 446 Est. Cost $66.34 Unrealized +26.5%
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value ($000) $41 Shares 2,813 Est. Cost $14.43 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JERS COM 0.0%
Value ($000) $41 Shares 2,618 Est. Cost $13.11 Unrealized +8.8%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $40 Shares 131 Est. Cost $290.76 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $40 Shares 448 Est. Cost $95.81 Unrealized -8.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $40 Shares 762 Est. Cost $54.81 Unrealized -7.7%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value ($000) $40 Shares 518 Est. Cost $61.23 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $40 Shares 499 Est. Cost $63.64 Unrealized +11.8%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $40 Shares 524 Est. Cost $60.70 Unrealized +16.7%
CTVA CORTEVA INC COM 0.0%
Value ($000) $39 Shares 525 Est. Cost $57.62 Unrealized +14.8%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $39 Shares 1,290 Est. Cost $75.29 Unrealized -60.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $39 Shares 122 Est. Cost $315.58 Unrealized +3.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $39 Shares 843 Est. Cost $49.69 Unrealized -5.0%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $39 Shares 350 Est. Cost $67.48 Unrealized +47.3%
CMI CUMMINS INC COM 0.0%
Value ($000) $38 Shares 117 Est. Cost $231.49 Unrealized +32.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $38 Shares 179 Est. Cost $78.18 Unrealized +136.7%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $38 Shares 606 Est. Cost $22.19 Unrealized +159.9%
SAP SAP SE SPON ADR 0.0%
Value ($000) $38 Shares 125 Est. Cost $304.10 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $38 Shares 675 Est. Cost $58.71 Unrealized -13.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $38 Shares 282 Est. Cost $113.54 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $38 Shares 600 Est. Cost $92.11 Unrealized
RJF RAYMOND JAMES FINL INC COM 0.0%
Value ($000) $38 Shares 245 Est. Cost $117.04 Unrealized +21.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $37 Shares 89 Est. Cost $237.12 Unrealized +75.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $37 Shares 300 Est. Cost $108.26 Unrealized
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value ($000) $37 Shares 3,337 Est. Cost $11.45 Unrealized
BNS BANK NOVA SCOTIA HALIFAX COM 0.0%
Value ($000) $36 Shares 650 Est. Cost $39.57 Unrealized +26.8%
TPYP TORTOISE NORTH AMERICAN PIPELINE FUND 0.0%
Value ($000) $36 Shares 1,005 Est. Cost $35.73 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $36 Shares 130 Est. Cost $211.38 Unrealized +27.0%
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value ($000) $35 Shares 1,790 Est. Cost $19.87 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $35 Shares 1,568 Est. Cost $36.15 Unrealized -42.7%
PFE PFIZER INC COM 0.0%
Value ($000) $35 Shares 1,431 Est. Cost $28.66 Unrealized -22.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $35 Shares 112 Est. Cost $283.70 Unrealized 0.0%
L LOEWS CORP COM 0.0%
Value ($000) $35 Shares 377 Est. Cost $45.69 Unrealized +91.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $34 Shares 52 Est. Cost $307.69 Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $34 Shares 120 Est. Cost $273.00 Unrealized 0.0%
FSLR FIRST SOLAR INC COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $156.16 Unrealized -5.5%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $33 Shares 230 Est. Cost $208.73 Unrealized -41.5%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $33 Shares 64 Est. Cost $478.06 Unrealized -2.5%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $33 Shares 1,600 Est. Cost $24.80 Unrealized -9.5%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $33 Shares 972 Est. Cost $38.13 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $32 Shares 97 Est. Cost $275.35 Unrealized +15.4%
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $32 Shares 300 Est. Cost $108.75 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $32 Shares 1,307 Est. Cost $27.21 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $32 Shares 294 Est. Cost $101.18 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $32 Shares 822 Est. Cost $32.32 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $31 Shares 1,025 Est. Cost $36.05 Unrealized
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF 0.0%
Value ($000) $31 Shares 1,342 Est. Cost $23.37 Unrealized
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value ($000) $31 Shares 615 Est. Cost $50.24 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $31 Shares 2,500 Est. Cost $8.80 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $31 Shares 856 Est. Cost $34.29 Unrealized -1.1%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $30 Shares 696 Est. Cost $38.00 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $30 Shares 55 Est. Cost $522.87 Unrealized 0.0%
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $29 Shares 641 Est. Cost $39.07 Unrealized +16.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $28 Shares 382 Est. Cost $100.67 Unrealized -32.1%
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF 0.0%
Value ($000) $28 Shares 1,100 Est. Cost $25.04 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $28 Shares 151 Est. Cost $170.47 Unrealized 0.0%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $28 Shares 303 Est. Cost $63.77 Unrealized +41.2%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $28 Shares 223 Est. Cost $125.88 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $27 Shares 262 Est. Cost $79.73 Unrealized +30.8%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $27 Shares 900 Est. Cost $12.22 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $27 Shares 700 Est. Cost $39.80 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $27 Shares 207 Est. Cost $130.31 Unrealized +1.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $27 Shares 146 Est. Cost $144.55 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $26 Shares 33 Est. Cost $746.72 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value ($000) $26 Shares 156 Est. Cost $150.92 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $26 Shares 625 Est. Cost $48.88 Unrealized -15.8%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $26 Shares 705 Est. Cost $47.24 Unrealized -17.5%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $26 Shares 215 Est. Cost $110.58 Unrealized
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $26 Shares 327 Est. Cost $44.55 Unrealized
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $26 Shares 200 Est. Cost $103.32 Unrealized -6.0%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $25 Shares 279 Est. Cost $83.15 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $25 Shares 375 Est. Cost $62.53 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $25 Shares 179 Est. Cost $117.73 Unrealized +2.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $25 Shares 365 Est. Cost $30.64 Unrealized -10.9%
SNPD XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF 0.0%
Value ($000) $25 Shares 950 Est. Cost $25.35 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.0%
Value ($000) $25 Shares 97 Est. Cost $248.45 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $25 Shares 331 Est. Cost $66.24 Unrealized +6.0%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $25 Shares 225 Est. Cost $100.12 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $24 Shares 93 Est. Cost $201.32 Unrealized +20.1%
NMRK NEWMARK GROUP INC CL A 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $5.99 Unrealized +86.0%
MLI MUELLER INDS INC COM 0.0%
Value ($000) $24 Shares 302 Est. Cost $65.94 Unrealized +13.6%
SRE SEMPRA COM 0.0%
Value ($000) $24 Shares 316 Est. Cost $72.59 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $24 Shares 61 Est. Cost $406.33 Unrealized -2.4%
DOV DOVER CORP COM 0.0%
Value ($000) $23 Shares 128 Est. Cost $157.21 Unrealized +9.9%
NUVEEN NEW JERSEY QULT MUN FD COM 0.0%
Value ($000) $23 Shares 2,060 Est. Cost $11.71 Unrealized
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $23 Shares 557 Est. Cost $39.37 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $23 Shares 282 Est. Cost $50.62 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $23 Shares 117 Est. Cost $244.33 Unrealized -21.0%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 246 Est. Cost $72.04 Unrealized +14.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $23 Shares 170 Est. Cost $53.12 Unrealized
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 0.0%
Value ($000) $23 Shares 424 Est. Cost $46.09 Unrealized
CACI CACI INTL INC CL A 0.0%
Value ($000) $23 Shares 48 Est. Cost $276.04 Unrealized +60.5%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $23 Shares 366 Est. Cost $62.36 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $22 Shares 279 Est. Cost $53.80 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $22 Shares 38 Est. Cost $409.78 Unrealized +34.0%
G GENPACT LIMITED SHS 0.0%
Value ($000) $22 Shares 500 Est. Cost $35.53 Unrealized +26.5%
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.0%
Value ($000) $22 Shares 1,200 Est. Cost $18.24 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $35.00 Unrealized
TRNS TRANSCAT INC COM 0.0%
Value ($000) $21 Shares 250 Est. Cost $30.00 Unrealized +172.4%
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $21 Shares 3,457 Est. Cost $7.38 Unrealized -32.4%
INGR INGREDION INC COM 0.0%
Value ($000) $21 Shares 155 Est. Cost $127.20 Unrealized +6.1%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $21 Shares 250 Est. Cost $70.28 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $21 Shares 54 Est. Cost $358.58 Unrealized 0.0%
DOX AMDOCS LTD SHS 0.0%
Value ($000) $21 Shares 225 Est. Cost $81.22 Unrealized +8.0%
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value ($000) $20 Shares 314 Est. Cost $38.41 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $20 Shares 76 Est. Cost $237.69 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $20 Shares 74 Est. Cost $196.11 Unrealized +27.1%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $20 Shares 84 Est. Cost $241.48 Unrealized 0.0%
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $19 Shares 225 Est. Cost $87.29 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $19 Shares 310 Est. Cost $54.43 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $19 Shares 750 Est. Cost $30.43 Unrealized -12.4%
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.0%
Value ($000) $19 Shares 470 Est. Cost $35.01 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value ($000) $19 Shares 201 Est. Cost $74.36 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $19 Shares 438 Est. Cost $33.78 Unrealized +29.0%
AVA AVISTA CORP COM 0.0%
Value ($000) $19 Shares 500 Est. Cost $36.84 Unrealized +3.8%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $19 Shares 43 Est. Cost $392.99 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $19 Shares 33 Est. Cost $562.13 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.0%
Value ($000) $19 Shares 146 Est. Cost $100.50 Unrealized 0.0%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $18 Shares 497 Est. Cost $30.40 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $18 Shares 99 Est. Cost $192.18 Unrealized 0.0%
AES AES CORP COM 0.0%
Value ($000) $18 Shares 1,738 Est. Cost $13.36 Unrealized -22.4%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $18 Shares 12 Est. Cost $1314.14 Unrealized 0.0%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 350 Est. Cost $50.65 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $18 Shares 50 Est. Cost $179.97 Unrealized +29.9%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $18 Shares 51 Est. Cost $344.79 Unrealized -0.1%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $17 Shares 120 Est. Cost $121.01 Unrealized +12.6%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $17 Shares 1,235 Est. Cost $12.75 Unrealized
NOMD NOMAD FOODS LTD USD ORD SHS 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $18.41 Unrealized -0.3%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $17 Shares 91 Est. Cost $165.97 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $17 Shares 500 Est. Cost $34.05 Unrealized 0.0%
STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $17 Shares 312 Est. Cost $50.99 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $17 Shares 550 Est. Cost $30.41 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $17 Shares 345 Est. Cost $52.48 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $17 Shares 75 Est. Cost $206.06 Unrealized +2.1%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $17 Shares 225 Est. Cost $69.95 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $17 Shares 129 Est. Cost $126.36 Unrealized 0.0%
FFIV F5 INC COM 0.0%
Value ($000) $16 Shares 55 Est. Cost $276.25 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $16 Shares 365 Est. Cost $37.70 Unrealized 0.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $15 Shares 75 Est. Cost $196.87 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $15 Shares 372 Est. Cost $38.61 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $15 Shares 123 Est. Cost $110.85 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $15 Shares 74 Est. Cost $55.59 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $15 Shares 260 Est. Cost $29.39 Unrealized +87.0%
GRMN GARMIN LTD SHS 0.0%
Value ($000) $14 Shares 69 Est. Cost $196.09 Unrealized 0.0%
HRI HERC HLDGS INC COM 0.0%
Value ($000) $14 Shares 107 Est. Cost $107.43 Unrealized +10.9%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $14 Shares 106 Est. Cost $126.67 Unrealized 0.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $14 Shares 137 Est. Cost $164.64 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $14 Shares 148 Est. Cost $85.17 Unrealized 0.0%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value ($000) $14 Shares 145 Est. Cost $103.39 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $13 Shares 195 Est. Cost $65.58 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $13 Shares 133 Est. Cost $100.68 Unrealized -6.5%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $13 Shares 1,206 Est. Cost $12.35 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $13 Shares 47 Est. Cost $198.89 Unrealized +34.8%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value ($000) $13 Shares 700 Est. Cost $18.82 Unrealized
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $13 Shares 1,020 Est. Cost $40.23 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $13 Shares 40 Est. Cost $259.07 Unrealized +6.8%
PCAR PACCAR INC COM 0.0%
Value ($000) $13 Shares 138 Est. Cost $62.14 Unrealized +45.6%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $13 Shares 400 Est. Cost $27.97 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $13 Shares 176 Est. Cost $70.83 Unrealized -1.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 145 Est. Cost $75.44 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $13 Shares 151 Est. Cost $82.00 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $13 Shares 36 Est. Cost $361.30 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $13 Shares 341 Est. Cost $37.27 Unrealized -3.7%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $13 Shares 3,000 Est. Cost $4.25 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $12 Shares 105 Est. Cost $100.02 Unrealized 0.0%
TRI THOMSON REUTERS CORP COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $184.35 Unrealized 0.0%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value ($000) $12 Shares 415 Est. Cost $20.23 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $12 Shares 68 Est. Cost $172.71 Unrealized 0.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $12 Shares 175 Est. Cost $55.34 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $12 Shares 164 Est. Cost $59.08 Unrealized 0.0%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $12 Shares 288 Est. Cost $31.89 Unrealized +26.3%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $11 Shares 112 Est. Cost $102.84 Unrealized -15.9%
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $11 Shares 314 Est. Cost $31.40 Unrealized 0.0%
PSO PEARSON PLC SPONSORED ADR 0.0%
Value ($000) $11 Shares 767 Est. Cost $14.93 Unrealized
NMTC NEUROONE MED TECHNOLOGIES CORP COM NEW 0.0%
Value ($000) $11 Shares 16,833 Est. Cost $1.54 Unrealized -60.1%
KKR KKR & CO INC COM 0.0%
Value ($000) $11 Shares 85 Est. Cost $117.42 Unrealized -0.7%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $11 Shares 340 Est. Cost $29.14 Unrealized -2.6%
EQIX EQUINIX INC COM 0.0%
Value ($000) $11 Shares 14 Est. Cost $835.67 Unrealized 0.0%
IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF 0.0%
Value ($000) $11 Shares 425 Est. Cost $25.91 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $11 Shares 173 Est. Cost $59.90 Unrealized 0.0%
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $38.61 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $11 Shares 6 Est. Cost $2135.94 Unrealized -12.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $11 Shares 45 Est. Cost $158.91 Unrealized +29.7%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $11 Shares 35 Est. Cost $307.51 Unrealized 0.0%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $11 Shares 67 Est. Cost $159.94 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $11 Shares 132 Est. Cost $75.55 Unrealized
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $11 Shares 51 Est. Cost $147.23 Unrealized +29.9%
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value ($000) $11 Shares 133 Est. Cost $76.59 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $11 Shares 80 Est. Cost $122.31 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $10 Shares 81 Est. Cost $115.51 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $10 Shares 46 Est. Cost $215.22 Unrealized 0.0%
PNR PENTAIR PLC SHS 0.0%
Value ($000) $10 Shares 101 Est. Cost $92.89 Unrealized 0.0%
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $10 Shares 97 Est. Cost $105.05 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $10 Shares 80 Est. Cost $102.42 Unrealized
MSTR MICROSTRATEGY INC CL A NEW 0.0%
Value ($000) $10 Shares 25 Est. Cost $300.91 Unrealized +21.1%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.31 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $10 Shares 13 Est. Cost $641.84 Unrealized 0.0%
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $10 Shares 950 Est. Cost $4.19 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $10 Shares 61 Est. Cost $130.76 Unrealized +12.8%
JUNIPER NETWORKS INC COM 0.0%
Value ($000) $10 Shares 243 Est. Cost $39.93 Unrealized
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $10 Shares 92 Est. Cost $100.61 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $10 Shares 361 Est. Cost $35.52 Unrealized -21.8%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $10 Shares 28 Est. Cost $343.73 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $9 Shares 350 Est. Cost $23.57 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $125.55 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $9 Shares 70 Est. Cost $129.38 Unrealized
INVESCO BD FD COM 0.0%
Value ($000) $9 Shares 600 Est. Cost $15.44 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $9 Shares 61 Est. Cost $137.67 Unrealized 0.0%
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value ($000) $9 Shares 900 Est. Cost $10.16 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $44.00 Unrealized
NWSA NEWS CORP NEW CL A 0.0%
Value ($000) $9 Shares 301 Est. Cost $27.40 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $9 Shares 180 Est. Cost $48.24 Unrealized
TXT TEXTRON INC COM 0.0%
Value ($000) $9 Shares 108 Est. Cost $72.30 Unrealized 0.0%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $9 Shares 60 Est. Cost $135.63 Unrealized +3.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $9 Shares 82 Est. Cost $105.01 Unrealized -2.6%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $91.89 Unrealized +50.3%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $153.13 Unrealized +4.7%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $9 Shares 742 Est. Cost $17.99 Unrealized -48.2%
AME AMETEK INC COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $171.25 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $8 Shares 103 Est. Cost $75.82 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value ($000) $8 Shares 78 Est. Cost $67.38 Unrealized +49.7%
TGT TARGET CORP COM 0.0%
Value ($000) $8 Shares 83 Est. Cost $93.31 Unrealized 0.0%
KR KROGER CO COM 0.0%
Value ($000) $8 Shares 113 Est. Cost $68.18 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $8 Shares 102 Est. Cost $74.81 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value ($000) $8 Shares 90 Est. Cost $79.69 Unrealized 0.0%
JAMES HARDIE INDS PLC SPONSORED ADR 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.89 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $106.34 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $8 Shares 106 Est. Cost $75.94 Unrealized 0.0%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $8 Shares 250 Est. Cost $31.54 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 95 Est. Cost $81.71 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $8 Shares 16 Est. Cost $464.62 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $8 Shares 212 Est. Cost $36.53 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $8 Shares 328 Est. Cost $20.58 Unrealized 0.0%
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value ($000) $8 Shares 805 Est. Cost $9.53 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $8 Shares 296 Est. Cost $25.57 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.65 Unrealized +2.3%
DXCM DEXCOM INC COM 0.0%
Value ($000) $8 Shares 87 Est. Cost $78.38 Unrealized 0.0%
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value ($000) $8 Shares 275 Est. Cost $21.82 Unrealized
GL GLOBE LIFE INC COM 0.0%
Value ($000) $8 Shares 61 Est. Cost $120.89 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $8 Shares 64 Est. Cost $110.36 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $7 Shares 24 Est. Cost $301.68 Unrealized 0.0%
NVR NVR INC COM 0.0%
Value ($000) $7 Shares 1 Est. Cost $7166.99 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $7 Shares 47 Est. Cost $153.12 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value ($000) $7 Shares 666 Est. Cost $9.87 Unrealized 0.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $7 Shares 30 Est. Cost $285.14 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $7 Shares 635 Est. Cost $10.73 Unrealized -0.2%
ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 125 Est. Cost $51.48 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $7 Shares 34 Est. Cost $185.70 Unrealized 0.0%
BBY BEST BUY INC COM 0.0%
Value ($000) $7 Shares 102 Est. Cost $65.40 Unrealized 0.0%
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value ($000) $7 Shares 65 Est. Cost $62.30 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $7 Shares 162 Est. Cost $36.56 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $7 Shares 84 Est. Cost $24.00 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $6 Shares 600 Est. Cost $3.96 Unrealized +137.8%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $6 Shares 65 Est. Cost $84.31 Unrealized -0.4%
SKECHERS U S A INC CL A 0.0%
Value ($000) $6 Shares 100 Est. Cost $20.00 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $6 Shares 400 Est. Cost $54.63 Unrealized -74.4%
TWLO TWILIO INC CL A 0.0%
Value ($000) $6 Shares 50 Est. Cost $182.23 Unrealized -41.6%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $6 Shares 101 Est. Cost $61.17 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $6 Shares 124 Est. Cost $37.94 Unrealized +28.0%
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $100.62 Unrealized
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value ($000) $6 Shares 88 Est. Cost $66.62 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $152.42 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $6 Shares 5 Est. Cost $1117.50 Unrealized 0.0%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $50.85 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $6 Shares 129 Est. Cost $38.54 Unrealized 0.0%
FLUT FLUTTER ENTMT PLC SHS 0.0%
Value ($000) $6 Shares 20 Est. Cost $245.37 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $6 Shares 23 Est. Cost $225.55 Unrealized +2.8%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $5 Shares 52 Est. Cost $91.75 Unrealized 0.0%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $5 Shares 128 Est. Cost $29.93 Unrealized
IEX IDEX CORP COM 0.0%
Value ($000) $5 Shares 31 Est. Cost $175.50 Unrealized 0.0%
CPNG COUPANG INC CL A 0.0%
Value ($000) $5 Shares 178 Est. Cost $25.62 Unrealized 0.0%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $5 Shares 23 Est. Cost $218.92 Unrealized 0.0%
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $5 Shares 63 Est. Cost $47.62 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $5 Shares 155 Est. Cost $33.94 Unrealized 0.0%
ROST ROSS STORES INC COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $137.79 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $5 Shares 2 Est. Cost $2335.36 Unrealized 0.0%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value ($000) $5 Shares 130 Est. Cost $27.26 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $5 Shares 327 Est. Cost $14.18 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $5 Shares 436 Est. Cost $11.48 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $5 Shares 79 Est. Cost $58.33 Unrealized 0.0%
COHR COHERENT CORP COM 0.0%
Value ($000) $5 Shares 55 Est. Cost $71.97 Unrealized 0.0%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $5 Shares 139 Est. Cost $35.01 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $5 Shares 69 Est. Cost $75.48 Unrealized -28.6%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $5 Shares 53 Est. Cost $92.27 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $5 Shares 155 Est. Cost $29.27 Unrealized 0.0%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value ($000) $5 Shares 268 Est. Cost $17.94 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $5 Shares 114 Est. Cost $16.53 Unrealized +118.7%
SUNRISE COMMUNICATIONS AG ADS CL A 0.0%
Value ($000) $5 Shares 84 Est. Cost $48.29 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 100 Est. Cost $47.33 Unrealized
MNDY MONDAY COM LTD SHS 0.0%
Value ($000) $5 Shares 15 Est. Cost $278.41 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $5 Shares 267 Est. Cost $15.05 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $61.11 Unrealized 0.0%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $5 Shares 56 Est. Cost $71.73 Unrealized 0.0%
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value ($000) $4 Shares 108 Est. Cost $40.13 Unrealized -6.6%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $4 Shares 65 Est. Cost $61.18 Unrealized -9.1%
MPX MARINE PRODS CORP COM 0.0%
Value ($000) $4 Shares 500 Est. Cost $7.79 Unrealized +1.3%
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $68.84 Unrealized 0.0%
SGI SOMNIGROUP INTERNATIONAL INC COM 0.0%
Value ($000) $4 Shares 62 Est. Cost $62.92 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $4 Shares 91 Est. Cost $18.32 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $4 Shares 366 Est. Cost $25.26 Unrealized -56.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $115.96 Unrealized -17.2%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $67.81 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.98 Unrealized 0.0%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $4 Shares 258 Est. Cost $14.01 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $4 Shares 41 Est. Cost $86.31 Unrealized 0.0%
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value ($000) $4 Shares 403 Est. Cost $8.35 Unrealized +20.4%
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $4 Shares 1,900 Est. Cost $8.12 Unrealized -76.9%
KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP 0.0%
Value ($000) $4 Shares 41 Est. Cost $96.73 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $38.97 Unrealized 0.0%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $102.51 Unrealized 0.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $4 Shares 32 Est. Cost $110.22 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $4 Shares 1 Est. Cost $3686.04 Unrealized 0.0%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $75.00 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $3 Shares 47 Est. Cost $64.61 Unrealized +1.0%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $236.14 Unrealized 0.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $3 Shares 64 Est. Cost $33.51 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $78.46 Unrealized 0.0%
WEN WENDYS CO COM 0.0%
Value ($000) $3 Shares 285 Est. Cost $22.62 Unrealized -46.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $3 Shares 181 Est. Cost $24.74 Unrealized -31.3%
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $3 Shares 32 Est. Cost $75.26 Unrealized +10.4%
LYB LYONDELLBASELL INDUSTRIES N V SHS - A - 0.0%
Value ($000) $3 Shares 54 Est. Cost $78.88 Unrealized -31.0%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 301 Est. Cost $10.33 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $3 Shares 28 Est. Cost $111.89 Unrealized 0.0%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $70.96 Unrealized +10.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $122.29 Unrealized 0.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $3 Shares 33 Est. Cost $94.61 Unrealized
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value ($000) $3 Shares 32 Est. Cost $56.54 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $3 Shares 29 Est. Cost $106.16 Unrealized +1.0%
WCC WESCO INTL INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $41.44 Unrealized +295.7%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $486.73 Unrealized -63.7%
MAS MASCO CORP COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $62.21 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 35 Est. Cost $77.69 Unrealized 0.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $3 Shares 15 Est. Cost $174.07 Unrealized
BXP BXP INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.07 Unrealized -5.4%
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $117.78 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $3 Shares 13 Est. Cost $208.23 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $110.87 Unrealized 0.0%
LIBERTY MEDIA CORP DEL COM LBTY LIV S A 0.0%
Value ($000) $3 Shares 33 Est. Cost $31.96 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $192.76 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $3 Shares 12 Est. Cost $182.05 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $93.22 Unrealized 0.0%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $3 Shares 46 Est. Cost $49.77 Unrealized 0.0%
AMCOR PLC ORD 0.0%
Value ($000) $3 Shares 275 Est. Cost $9.15 Unrealized 0.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $3 Shares 18 Est. Cost $126.46 Unrealized 0.0%
STLA STELLANTIS N.V SHS 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.03 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $2 Shares 108 Est. Cost $31.06 Unrealized -30.7%
IT GARTNER INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $418.44 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.82 Unrealized 0.0%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value ($000) $2 Shares 55 Est. Cost $26.95 Unrealized
KLG WK KELLOGG CO COM SHS 0.0%
Value ($000) $2 Shares 139 Est. Cost $14.50 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $50.76 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $703.74 Unrealized 0.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $2 Shares 57 Est. Cost $37.27 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $70.79 Unrealized 0.0%
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $186.23 Unrealized +3.4%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $2 Shares 98 Est. Cost $20.56 Unrealized 0.0%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.25 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $2 Shares 16 Est. Cost $121.38 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $2 Shares 70 Est. Cost $23.61 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $147.12 Unrealized 0.0%
TKO TKO GROUP HOLDINGS INC CL A 0.0%
Value ($000) $2 Shares 10 Est. Cost $159.12 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $2 Shares 417 Est. Cost $4.31 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $49.42 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $59.49 Unrealized +20.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $2 Shares 11 Est. Cost $144.17 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $152.73 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $2 Shares 56 Est. Cost $21.40 Unrealized 0.0%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $76.19 Unrealized -6.9%
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $1 Shares 250 Est. Cost $5.52 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $1 Shares 34 Est. Cost $53.46 Unrealized -28.0%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $34.84 Unrealized -54.3%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $633.58 Unrealized 0.0%
B BARRICK MNG CORP COM SHS 0.0%
Value ($000) $1 Shares 65 Est. Cost $19.29 Unrealized 0.0%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value ($000) $1 Shares 28 Est. Cost $37.85 Unrealized +8.0%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $1 Shares 62 Est. Cost $31.37 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $246.72 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $47.46 Unrealized 0.0%
CNX CNX RES CORP COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $26.93 Unrealized +17.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $126.68 Unrealized +27.4%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $140.89 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $58.40 Unrealized -50.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $212.60 Unrealized
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $68.14 Unrealized +47.2%
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $1 Shares 24 Est. Cost $42.07 Unrealized 0.0%
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.69 Unrealized
NXL NEXALIN TECHNOLOGY INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.78 Unrealized -49.5%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $1 Shares 100 Est. Cost $25.42 Unrealized -57.2%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 90 Est. Cost $9.06 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $39.85 Unrealized +36.7%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $38.46 Unrealized
COR CENCORA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $228.58 Unrealized +25.5%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $214.11 Unrealized 0.0%
MANU MANCHESTER UTD PLC NEW ORD CL A 0.0%
Value ($000) $1 Shares 50 Est. Cost $18.96 Unrealized -21.9%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $1 Shares 200 Est. Cost $10.00 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $1 Shares 250 Est. Cost $42.20 Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $11.25 Unrealized -14.0%
VRE VERIS RESIDENTIAL INC COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 85 Est. Cost $10.35 Unrealized -20.8%
TDUP THREDUP INC CL A 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.56 Unrealized +28.8%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $36.63 Unrealized +8.9%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $24.97 Unrealized +35.6%
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $9.12 Unrealized +77.4%
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.37 Unrealized +4.4%
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.03 Unrealized +7.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $98.21 Unrealized +95.2%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $7.79 Unrealized -14.6%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 Shares 6 Est. Cost $96.15 Unrealized 0.0%
NIOCORP DEVS LTD COM NEW 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.97 Unrealized
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +17.2%
IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
CTXR CITIUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 160 Est. Cost $6.74 Unrealized -86.4%
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value ($000) $0 Shares 24 Est. Cost $9.07 Unrealized +14.2%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $25.76 Unrealized -68.3%
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $0 Shares 31 Est. Cost $18.71 Unrealized -66.2%
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 0.0%
Value ($000) $0 Shares 2 Est. Cost $32.16 Unrealized
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $8.82 Unrealized -43.9%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 21 Est. Cost $2.20 Unrealized +76.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.76 Unrealized -45.4%
ATON PORTAGE BIOTECH INC SHS NEW 0.0%
Value ($000) $0 Shares 8 Est. Cost $6.63 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.97 Unrealized -68.2%
CGC CANOPY GROWTH CORP COM NEW 0.0%
Value ($000) $0 Shares 11 Est. Cost $5.96 Unrealized -77.7%