Princeton Global Asset Management LLC Diversified Active

Location: Princeton, NJ

CIK: 0001767349 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 22, 2026

Total Value: $613M (100.0% shares, 0.0% debt)

Holdings (829)

AVGO BROADCOM INC COM 5.9%
Value $36.07M Shares 116,523 Est. Cost $146.06 Unrealized +128.8%
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 5.4%
Value $32.9M Shares 97,360 Est. Cost $62.77 Unrealized
MSFT MICROSOFT CORP COM 4.3%
Value $26.42M Shares 71,374 Est. Cost $191.89 Unrealized +126.5%
PWR QUANTA SVCS INC COM 3.2%
Value $19.64M Shares 35,781 Est. Cost $172.19 Unrealized +182.4%
JPM JPMORGAN CHASE & CO COM 3.1%
Value $18.95M Shares 64,425 Est. Cost $107.53 Unrealized +189.6%
GOOGL ALPHABET INC CAP STK CL A 3.0%
Value $18.33M Shares 63,729 Est. Cost $117.99 Unrealized +174.0%
AAPL APPLE INC COM 2.3%
Value $13.8M Shares 54,358 Est. Cost $155.19 Unrealized +69.4%
BX BLACKSTONE INC COM 2.2%
Value $13.56M Shares 117,921 Est. Cost $65.53 Unrealized +115.0%
ETR ENTERGY CORP NEW COM 2.1%
Value $12.68M Shares 112,831 Est. Cost $71.19 Unrealized +36.8%
CRH CRH PLC ORD 2.0%
Value $12.25M Shares 116,562 Est. Cost $57.14 Unrealized +117.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.8%
Value $11.3M Shares 23,587 Est. Cost $263.38 Unrealized +87.4%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.7%
Value $10.54M Shares 150,142 Est. Cost $51.81 Unrealized
V VISA INC COM CL A 1.7%
Value $10.52M Shares 34,794 Est. Cost $210.28 Unrealized +56.5%
NVDA NVIDIA CORPORATION COM 1.7%
Value $10.49M Shares 60,161 Est. Cost $166.93 Unrealized +11.8%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value $10.27M Shares 35,797 Est. Cost $133.39 Unrealized +142.7%
JNJ JOHNSON & JOHNSON COM 1.7%
Value $10.15M Shares 41,510 Est. Cost $141.83 Unrealized +60.7%
GLD SPDR GOLD SHARES 1.6%
Value $10.04M Shares 23,330 Est. Cost $165.26 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS 1.4%
Value $8.288M Shares 91,413 Est. Cost $79.48 Unrealized +19.1%
AMZN AMAZON COM INC COM 1.3%
Value $7.736M Shares 37,146 Est. Cost $165.74 Unrealized +36.9%
TPR TAPESTRY INC COM 1.2%
Value $7.565M Shares 53,613 Est. Cost $40.91 Unrealized +241.1%
LRCX LAM RESEARCH CORP COM NEW 1.2%
Value $7.54M Shares 35,290 Est. Cost $80.50 Unrealized +180.7%
ETN EATON CORP PLC SHS 1.2%
Value $7.463M Shares 20,867 Est. Cost $168.35 Unrealized +110.1%
LIN LINDE PLC SHS 1.2%
Value $7.096M Shares 14,313 Est. Cost $333.74 Unrealized +37.8%
BAC BANK AMERICA CORP COM 1.0%
Value $6.405M Shares 131,375 Est. Cost $32.76 Unrealized +63.8%
CB CHUBB LTD SWITZ COM 1.0%
Value $6.366M Shares 19,532 Est. Cost $173.69 Unrealized +82.1%
RTX RTX CORPORATION COM 1.0%
Value $6M Shares 31,102 Est. Cost $133.88 Unrealized +46.9%
VRTX VERTEX PHARMACEUTICALS INC COM 1.0%
Value $5.922M Shares 13,263 Est. Cost $212.69 Unrealized +119.8%
ABBV ABBVIE INC COM 1.0%
Value $5.828M Shares 26,795 Est. Cost $79.52 Unrealized +179.9%
CSL CARLISLE COS INC COM 0.9%
Value $5.589M Shares 16,752 Est. Cost $179.31 Unrealized +107.2%
META META PLATFORMS INC CL A 0.9%
Value $5.571M Shares 9,737 Est. Cost $650.11 Unrealized +0.8%
LLY ELI LILLY & CO COM 0.9%
Value $5.404M Shares 5,875 Est. Cost $942.98 Unrealized +11.0%
MPC MARATHON PETE CORP COM 0.9%
Value $5.253M Shares 21,513 Est. Cost $84.90 Unrealized +117.6%
WSO WATSCO INC COM 0.8%
Value $5.21M Shares 14,321 Est. Cost $291.07 Unrealized +34.7%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.8%
Value $4.734M Shares 53,516 Est. Cost $90.06 Unrealized
TMUS T-MOBILE US INC COM 0.8%
Value $4.698M Shares 22,368 Est. Cost $231.86 Unrealized -13.6%
NEE NEXTERA ENERGY INC COM 0.7%
Value $4.588M Shares 49,398 Est. Cost $63.14 Unrealized +38.0%
VRT VERTIV HOLDINGS CO COM CL A 0.7%
Value $4.575M Shares 18,259 Est. Cost $135.35 Unrealized +47.7%
KO COCA COLA CO COM 0.7%
Value $4.494M Shares 59,092 Est. Cost $55.64 Unrealized +34.4%
XEL XCEL ENERGY INC COM 0.7%
Value $4.334M Shares 54,560 Est. Cost $78.03 Unrealized -1.1%
SONY SONY GROUP CORP SPONSORED ADR 0.7%
Value $4.292M Shares 207,343 Est. Cost $28.41 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.7%
Value $4.262M Shares 47,075 Est. Cost $79.53 Unrealized
VMC VULCAN MATLS CO COM 0.7%
Value $4.141M Shares 15,207 Est. Cost $137.43 Unrealized +123.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value $4.14M Shares 59,359 Est. Cost $48.62 Unrealized
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 0.7%
Value $4.002M Shares 79,056 Est. Cost $50.38 Unrealized
PKG PACKAGING CORP AMER COM 0.6%
Value $3.971M Shares 18,713 Est. Cost $104.39 Unrealized +116.8%
EOG EOG RES INC COM 0.6%
Value $3.855M Shares 26,667 Est. Cost $89.99 Unrealized +24.6%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.6%
Value $3.741M Shares 76,454 Est. Cost $36.69 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.6%
Value $3.673M Shares 64,798 Est. Cost $55.63 Unrealized
HD HOME DEPOT INC COM 0.6%
Value $3.652M Shares 11,104 Est. Cost $232.55 Unrealized +62.1%
TTE TOTALENERGIES SE ACT 0.6%
Value $3.575M Shares 39,206 Est. Cost $71.53 Unrealized 0.0%
NDAQ NASDAQ INC COM 0.6%
Value $3.523M Shares 41,506 Est. Cost $91.74 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.6%
Value $3.505M Shares 68,791 Est. Cost $50.64 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.6%
Value $3.452M Shares 62,185 Est. Cost $50.64 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.5%
Value $3.343M Shares 794 Est. Cost $3720.72 Unrealized +28.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value $3.24M Shares 10,100 Est. Cost $279.12 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value $3.186M Shares 6,483 Est. Cost $321.84 Unrealized +78.5%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value $3.172M Shares 60,342 Est. Cost $52.38 Unrealized
QLTY GMO US QUALITY ETF 0.5%
Value $3.142M Shares 86,849 Est. Cost $31.19 Unrealized
PG PROCTER & GAMBLE CO COM 0.5%
Value $2.982M Shares 20,642 Est. Cost $155.90 Unrealized -2.6%
RSG REPUBLIC SVCS INC COM 0.5%
Value $2.86M Shares 13,057 Est. Cost $147.97 Unrealized +46.4%
VTV VANGUARD VALUE ETF 0.5%
Value $2.794M Shares 14,239 Est. Cost $180.08 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.5%
Value $2.772M Shares 17,058 Est. Cost $129.13 Unrealized +53.1%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.4%
Value $2.708M Shares 24,685 Est. Cost $103.89 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.4%
Value $2.614M Shares 9,359 Est. Cost $309.81 Unrealized -2.8%
VOO VANGUARD S&P 500 ETF 0.4%
Value $2.282M Shares 3,819 Est. Cost $522.69 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.4%
Value $2.238M Shares 92,219 Est. Cost $33.55 Unrealized
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.4%
Value $2.23M Shares 102,180 Est. Cost $26.38 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value $2.041M Shares 66,534 Est. Cost $41.98 Unrealized
WFC WELLS FARGO & CO COM 0.3%
Value $2.03M Shares 25,494 Est. Cost $80.28 Unrealized +12.1%
APH AMPHENOL CORP CL A 0.3%
Value $1.991M Shares 15,759 Est. Cost $52.81 Unrealized +177.2%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value $1.934M Shares 31,537 Est. Cost $41.44 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.3%
Value $1.887M Shares 37,141 Est. Cost $39.87 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value $1.869M Shares 11,016 Est. Cost $69.23 Unrealized +100.4%
ORCL ORACLE CORP COM 0.3%
Value $1.85M Shares 12,577 Est. Cost $117.31 Unrealized +44.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.3%
Value $1.767M Shares 14,214 Est. Cost $114.91 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.3%
Value $1.756M Shares 12,001 Est. Cost $43.73 Unrealized +252.6%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value $1.738M Shares 2,054 Est. Cost $282.89 Unrealized +229.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value $1.728M Shares 25,581 Est. Cost $68.75 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.3%
Value $1.661M Shares 30,730 Est. Cost $47.36 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.3%
Value $1.601M Shares 63,200 Est. Cost $25.15 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.3%
Value $1.573M Shares 16,758 Est. Cost $71.73 Unrealized +83.1%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value $1.492M Shares 61,533 Est. Cost $25.14 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.2%
Value $1.43M Shares 28,043 Est. Cost $50.89 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.2%
Value $1.363M Shares 2,095 Est. Cost $538.97 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value $1.247M Shares 2,161 Est. Cost $605.60 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.2%
Value $1.126M Shares 59,271 Est. Cost $20.19 Unrealized
DIVB ISHARES CORE DIVIDEND ETF 0.2%
Value $1.092M Shares 20,250 Est. Cost $43.30 Unrealized
GLW CORNING INC COM 0.2%
Value $1.007M Shares 7,409 Est. Cost $34.55 Unrealized +223.3%
PEP PEPSICO INC COM 0.2%
Value $1.004M Shares 6,463 Est. Cost $127.21 Unrealized +21.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value $959K Shares 38,746 Est. Cost $22.10 Unrealized
ABT ABBOTT LABORATORIES COM 0.2%
Value $951K Shares 9,262 Est. Cost $92.10 Unrealized +25.3%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value $913K Shares 17,498 Est. Cost $52.76 Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.1%
Value $908K Shares 6,831 Est. Cost $158.58 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.1%
Value $907K Shares 35,910 Est. Cost $25.23 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value $897K Shares 11,566 Est. Cost $46.66 Unrealized +67.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value $893K Shares 3,815 Est. Cost $139.99 Unrealized
QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF 0.1%
Value $852K Shares 4,965 Est. Cost $100.01 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.1%
Value $843K Shares 9,959 Est. Cost $53.36 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value $832K Shares 2,433 Est. Cost $230.16 Unrealized +41.9%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value $823K Shares 6,423 Est. Cost $116.27 Unrealized
COST COSTCO WHOLESALE CORPORATION COM 0.1%
Value $813K Shares 816 Est. Cost $560.90 Unrealized +71.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value $806K Shares 8,115 Est. Cost $99.82 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value $799K Shares 9,868 Est. Cost $56.33 Unrealized +44.8%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value $798K Shares 2,082 Est. Cost $340.38 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value $773K Shares 15,273 Est. Cost $50.22 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $772K Shares 12,044 Est. Cost $57.27 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value $769K Shares 7,912 Est. Cost $87.98 Unrealized
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value $735K Shares 6,550 Est. Cost $83.20 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value $722K Shares 6,982 Est. Cost $105.49 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value $713K Shares 2,874 Est. Cost $221.92 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.1%
Value $685K Shares 29,435 Est. Cost $23.30 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value $671K Shares 3,681 Est. Cost $90.90 Unrealized +61.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $670K Shares 1,572 Est. Cost $401.34 Unrealized
LOW LOWES COS INC COM 0.1%
Value $664K Shares 2,812 Est. Cost $165.80 Unrealized +63.8%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value $660K Shares 8,395 Est. Cost $64.66 Unrealized
DTE DTE ENERGY CO COM 0.1%
Value $643K Shares 4,400 Est. Cost $85.62 Unrealized +59.8%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.1%
Value $630K Shares 26,004 Est. Cost $24.13 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $625K Shares 1,810 Est. Cost $187.43 Unrealized +83.1%
J JACOBS SOLUTIONS INC COM 0.1%
Value $624K Shares 4,901 Est. Cost $138.93 Unrealized -0.3%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $622K Shares 952 Est. Cost $568.06 Unrealized
DE DEERE & CO COM 0.1%
Value $617K Shares 1,096 Est. Cost $480.17 Unrealized +14.8%
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value $598K Shares 10,477 Est. Cost $34.36 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $574K Shares 2,369 Est. Cost $227.01 Unrealized +25.1%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value $545K Shares 18,703 Est. Cost $40.96 Unrealized
MRK MERCK & CO INC COM 0.1%
Value $536K Shares 4,452 Est. Cost $85.40 Unrealized +33.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value $531K Shares 4,990 Est. Cost $104.63 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.1%
Value $523K Shares 4,251 Est. Cost $123.01 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value $521K Shares 2,267 Est. Cost $187.92 Unrealized +20.3%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.1%
Value $520K Shares 3,177 Est. Cost $84.71 Unrealized
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.1%
Value $508K Shares 19,825 Est. Cost $25.59 Unrealized
HUBB HUBBELL INC COM 0.1%
Value $508K Shares 1,035 Est. Cost $279.56 Unrealized +77.2%
KLAC KLA CORP COM NEW 0.1%
Value $500K Shares 340 Est. Cost $567.62 Unrealized +157.6%
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.1%
Value $499K Shares 9,422 Est. Cost $46.25 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.1%
Value $495K Shares 3,389 Est. Cost $132.69 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.1%
Value $485K Shares 8,139 Est. Cost $59.81 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $472K Shares 2,268 Est. Cost $220.08 Unrealized +2.2%
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 0.1%
Value $464K Shares 9,863 Est. Cost $47.17 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value $459K Shares 15,040 Est. Cost $33.26 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.1%
Value $457K Shares 12,900 Est. Cost $14.25 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value $454K Shares 1,582 Est. Cost $150.32 Unrealized +98.4%
CAT CATERPILLAR INC COM 0.1%
Value $453K Shares 639 Est. Cost $251.40 Unrealized +172.2%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.1%
Value $444K Shares 4,589 Est. Cost $77.82 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value $429K Shares 630 Est. Cost $111.72 Unrealized +482.5%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value $424K Shares 8,451 Est. Cost $38.88 Unrealized +12.7%
WSM WILLIAMS SONOMA INC COM 0.1%
Value $419K Shares 2,300 Est. Cost $155.03 Unrealized +34.1%
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.1%
Value $404K Shares 6,207 Est. Cost $65.15 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value $403K Shares 10,031 Est. Cost $32.65 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value $401K Shares 3,539 Est. Cost $67.50 Unrealized +56.1%
AXP AMERICAN EXPRESS CO COM 0.1%
Value $398K Shares 1,317 Est. Cost $263.91 Unrealized +35.0%
FIW FIRST TRUST WATER ETF 0.1%
Value $397K Shares 3,851 Est. Cost $64.76 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value $390K Shares 10,314 Est. Cost $26.07 Unrealized
GOOD GLADSTONE COMMERCIAL CORP COM 0.1%
Value $390K Shares 34,124 Est. Cost $12.43 Unrealized
HMOP HARTFORD MUNICIPAL OPPORTUNITIES ETF 0.1%
Value $388K Shares 10,007 Est. Cost $38.67 Unrealized
NFLX NETFLIX INC. COM 0.1%
Value $380K Shares 3,955 Est. Cost $107.07 Unrealized -21.7%
GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 0.1%
Value $360K Shares 7,199 Est. Cost $48.25 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.1%
Value $358K Shares 16,362 Est. Cost $22.01 Unrealized
CVX CHEVRON CORPORATION COM 0.1%
Value $346K Shares 1,674 Est. Cost $139.58 Unrealized +23.1%
DTM DT MIDSTREAM INC COMMON STOCK 0.1%
Value $341K Shares 2,529 Est. Cost $40.69 Unrealized +209.5%
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.1%
Value $338K Shares 2,930 Est. Cost $115.24 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $331K Shares 2,237 Est. Cost $101.89 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.1%
Value $326K Shares 3,886 Est. Cost $68.16 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value $320K Shares 4,853 Est. Cost $38.58 Unrealized +63.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value $314K Shares 1,897 Est. Cost $73.93 Unrealized +137.9%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value $303K Shares 4,113 Est. Cost $74.09 Unrealized
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value $296K Shares 2,242 Est. Cost $129.05 Unrealized
BA BOEING CO COM 0.0%
Value $295K Shares 1,482 Est. Cost $191.13 Unrealized +24.8%
KBWB INVESCO KBW BANK ETF 0.0%
Value $286K Shares 3,620 Est. Cost $79.13 Unrealized
SO SOUTHERN CO COM 0.0%
Value $284K Shares 2,938 Est. Cost $65.88 Unrealized +35.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $282K Shares 3,661 Est. Cost $75.44 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value $280K Shares 12,230 Est. Cost $22.89 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $276K Shares 4,500 Est. Cost $63.13 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $270K Shares 5,617 Est. Cost $48.32 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value $265K Shares 4,221 Est. Cost $60.73 Unrealized
TSLA TESLA INC COM 0.0%
Value $262K Shares 705 Est. Cost $255.48 Unrealized +66.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $258K Shares 560 Est. Cost $521.42 Unrealized -0.1%
MCD MCDONALDS CORP COM 0.0%
Value $258K Shares 830 Est. Cost $207.63 Unrealized +52.8%
HON HONEYWELL INTL INC COM 0.0%
Value $257K Shares 1,137 Est. Cost $157.03 Unrealized +43.9%
GRMN GARMIN LTD SHS 0.0%
Value $248K Shares 1,069 Est. Cost $213.33 Unrealized +0.6%
TXN TEXAS INSTRS INC COM 0.0%
Value $247K Shares 1,270 Est. Cost $123.39 Unrealized +67.2%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value $241K Shares 16,870 Est. Cost $11.29 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value $240K Shares 7,756 Est. Cost $35.77 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value $239K Shares 2,551 Est. Cost $82.66 Unrealized
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.0%
Value $239K Shares 11,408 Est. Cost $20.91 Unrealized
BPRN PRINCETON BANCORP INC COM 0.0%
Value $236K Shares 6,994 Est. Cost $30.65 Unrealized +16.1%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $236K Shares 6,138 Est. Cost $43.30 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value $232K Shares 1,100 Est. Cost $211.56 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $227K Shares 2,005 Est. Cost $123.01 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value $225K Shares 1,613 Est. Cost $102.82 Unrealized +34.6%
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value $224K Shares 2,420 Est. Cost $92.69 Unrealized
CCJ CAMECO CORP COM 0.0%
Value $215K Shares 1,980 Est. Cost $44.98 Unrealized +158.5%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $215K Shares 1,554 Est. Cost $82.80 Unrealized
IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF 0.0%
Value $215K Shares 8,450 Est. Cost $25.34 Unrealized
AFL AFLAC INC COM 0.0%
Value $214K Shares 1,948 Est. Cost $76.72 Unrealized +45.0%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value $210K Shares 11,718 Est. Cost $15.05 Unrealized
XYL XYLEM INC COM 0.0%
Value $210K Shares 1,755 Est. Cost $83.51 Unrealized +63.4%
VB VANGUARD SMALL-CAP ETF 0.0%
Value $209K Shares 799 Est. Cost $241.01 Unrealized
MSIF MSC INCOME FUND INC COM 0.0%
Value $209K Shares 17,121 Est. Cost $13.21 Unrealized -1.1%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value $208K Shares 1,631 Est. Cost $127.73 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $207K Shares 970 Est. Cost $210.39 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value $207K Shares 150 Est. Cost $455.06 Unrealized +162.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $204K Shares 3,369 Est. Cost $47.47 Unrealized +21.0%
WELL WELLTOWER INC COM 0.0%
Value $204K Shares 1,033 Est. Cost $120.92 Unrealized +54.6%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value $203K Shares 4,797 Est. Cost $42.96 Unrealized
MGC VANGUARD MEGA CAP ETF 0.0%
Value $201K Shares 851 Est. Cost $116.85 Unrealized
BLK BLACKROCK INC COM 0.0%
Value $199K Shares 207 Est. Cost $922.90 Unrealized +18.9%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $199K Shares 1,363 Est. Cost $129.93 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $194K Shares 1,013 Est. Cost $117.22 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value $193K Shares 4,185 Est. Cost $32.54 Unrealized
NFBK NORTHFIELD BANCORP INC DEL COM 0.0%
Value $191K Shares 14,076 Est. Cost $12.34 Unrealized +1.8%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $190K Shares 1,200 Est. Cost $108.03 Unrealized
T AT&T INC COM 0.0%
Value $189K Shares 6,532 Est. Cost $15.81 Unrealized +62.9%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $189K Shares 2,413 Est. Cost $78.41 Unrealized
QEFA STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF 0.0%
Value $189K Shares 2,025 Est. Cost $60.45 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $185K Shares 1,414 Est. Cost $80.73 Unrealized +49.3%
OC OWENS CORNING NEW COM 0.0%
Value $183K Shares 1,694 Est. Cost $123.67 Unrealized +1.6%
BTOT ISHARES TOTAL USD FIXED INCOME MARKET ETF 0.0%
Value $182K Shares 3,660 Est. Cost $49.79 Unrealized
VST VISTRA CORP COM 0.0%
Value $181K Shares 1,204 Est. Cost $184.29 Unrealized -11.5%
VO VANGUARD MID-CAP ETF 0.0%
Value $179K Shares 622 Est. Cost $260.74 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $178K Shares 1,357 Est. Cost $102.00 Unrealized +18.5%
AMGN AMGEN INC COM 0.0%
Value $176K Shares 500 Est. Cost $230.31 Unrealized +51.8%
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value $175K Shares 1,629 Est. Cost $113.86 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $174K Shares 669 Est. Cost $168.74 Unrealized +61.9%
ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 0.0%
Value $172K Shares 4,103 Est. Cost $43.70 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $172K Shares 846 Est. Cost $248.58 Unrealized -3.1%
GE GE AEROSPACE COM NEW 0.0%
Value $171K Shares 604 Est. Cost $85.14 Unrealized +273.7%
ECL ECOLAB INC COM 0.0%
Value $168K Shares 632 Est. Cost $169.94 Unrealized +68.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value $165K Shares 767 Est. Cost $163.17 Unrealized
MTB M & T BK CORP COM 0.0%
Value $163K Shares 787 Est. Cost $148.94 Unrealized +48.5%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $161K Shares 3,982 Est. Cost $29.78 Unrealized +56.7%
SLV ISHARES SILVER TRUST 0.0%
Value $160K Shares 2,350 Est. Cost $55.61 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $157K Shares 6,264 Est. Cost $31.20 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value $156K Shares 2,500 Est. Cost $54.43 Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $156K Shares 1,353 Est. Cost $101.21 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value $155K Shares 1,245 Est. Cost $73.56 Unrealized +65.9%
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.0%
Value $152K Shares 1,674 Est. Cost $86.43 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $152K Shares 1,629 Est. Cost $82.15 Unrealized +15.4%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $150K Shares 1,734 Est. Cost $83.85 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $146K Shares 762 Est. Cost $182.74 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value $145K Shares 991 Est. Cost $121.47 Unrealized +30.5%
QCOM QUALCOMM INC COM 0.0%
Value $144K Shares 1,121 Est. Cost $142.64 Unrealized +7.9%
OSCV OPUS SMALL CAP VALUE ETF 0.0%
Value $140K Shares 3,539 Est. Cost $37.95 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $140K Shares 952 Est. Cost $119.14 Unrealized
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value $137K Shares 1,134 Est. Cost $110.56 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $137K Shares 1,794 Est. Cost $79.65 Unrealized
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $134K Shares 2,707 Est. Cost $36.36 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value $133K Shares 1,257 Est. Cost $105.29 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value $133K Shares 153 Est. Cost $195.97 Unrealized +276.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value $131K Shares 263 Est. Cost $513.59 Unrealized +5.0%
EASG XTRACKERS MSCI EAFE SELECTION EQUITY ETF 0.0%
Value $131K Shares 3,724 Est. Cost $30.25 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $130K Shares 482 Est. Cost $325.98 Unrealized -5.3%
OEF ISHARES S&P 100 ETF 0.0%
Value $130K Shares 408 Est. Cost $342.97 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value $128K Shares 2,819 Est. Cost $45.36 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $127K Shares 641 Est. Cost $228.60 Unrealized +10.8%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $125K Shares 906 Est. Cost $137.56 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value $124K Shares 2,710 Est. Cost $40.35 Unrealized +14.3%
SPGI S&P GLOBAL INC COM 0.0%
Value $121K Shares 284 Est. Cost $421.55 Unrealized +15.1%
ESGD ISHARES ESG AWARE MSCI EAFE ETF 0.0%
Value $121K Shares 1,261 Est. Cost $82.77 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value $120K Shares 1,250 Est. Cost $108.75 Unrealized +0.6%
IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF 0.0%
Value $120K Shares 4,708 Est. Cost $25.57 Unrealized
CMI CUMMINS INC COM 0.0%
Value $120K Shares 223 Est. Cost $342.00 Unrealized +68.3%
JFLX JPMORGAN FLEXIBLE DEBT ETF 0.0%
Value $117K Shares 2,356 Est. Cost $50.22 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value $116K Shares 1,247 Est. Cost $58.77 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value $115K Shares 723 Est. Cost $130.30 Unrealized +18.4%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $115K Shares 559 Est. Cost $209.12 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $113K Shares 578 Est. Cost $132.76 Unrealized +43.5%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $113K Shares 1,952 Est. Cost $50.03 Unrealized +16.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value $112K Shares 947 Est. Cost $84.85 Unrealized +41.6%
IEV ISHARES EUROPE ETF 0.0%
Value $112K Shares 1,647 Est. Cost $63.32 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value $111K Shares 250 Est. Cost $117.64 Unrealized +325.2%
COP CONOCOPHILLIPS COM 0.0%
Value $111K Shares 839 Est. Cost $93.90 Unrealized +9.3%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $109K Shares 1,741 Est. Cost $59.10 Unrealized +8.6%
C CITIGROUP INC COM NEW 0.0%
Value $108K Shares 953 Est. Cost $78.23 Unrealized +48.5%
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value $108K Shares 3,592 Est. Cost $30.27 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $107K Shares 263 Est. Cost $395.34 Unrealized
NEM NEWMONT CORP COM 0.0%
Value $107K Shares 988 Est. Cost $48.86 Unrealized +141.7%
PGR PROGRESSIVE CORP COM 0.0%
Value $107K Shares 539 Est. Cost $113.89 Unrealized +81.5%
CTVA CORTEVA INC COM 0.0%
Value $106K Shares 1,263 Est. Cost $63.25 Unrealized +15.0%
DRSK APTUS DEFINED RISK ETF 0.0%
Value $105K Shares 3,846 Est. Cost $28.47 Unrealized
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value $105K Shares 1,982 Est. Cost $52.13 Unrealized
MMM 3M CO COM 0.0%
Value $102K Shares 699 Est. Cost $117.11 Unrealized +40.0%
USB US BANCORP COM NEW 0.0%
Value $100K Shares 1,925 Est. Cost $45.43 Unrealized +24.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $98,925 Shares 145 Est. Cost $313.94 Unrealized +114.6%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value $98,253 Shares 829 Est. Cost $109.03 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value $98,060 Shares 135 Est. Cost $704.29 Unrealized +25.4%
CRM SALESFORCE INC COM 0.0%
Value $96,766 Shares 518 Est. Cost $313.99 Unrealized -31.3%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value $93,334 Shares 4,740 Est. Cost $23.09 Unrealized
TAFI AB TAX-AWARE SHORT DURATION MUNICIPAL ETF 0.0%
Value $92,763 Shares 3,684 Est. Cost $25.18 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value $92,120 Shares 1,750 Est. Cost $40.82 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $91,613 Shares 775 Est. Cost $131.83 Unrealized -4.4%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value $91,157 Shares 10,526 Est. Cost $8.18 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value $90,703 Shares 905 Est. Cost $100.16 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $89,871 Shares 100 Est. Cost $572.47 Unrealized +67.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value $89,580 Shares 261 Est. Cost $266.67 Unrealized +32.9%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value $88,834 Shares 1,151 Est. Cost $77.88 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value $88,829 Shares 1,221 Est. Cost $41.20 Unrealized +61.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value $88,273 Shares 610 Est. Cost $139.83 Unrealized
EATON VANCE TAX-MANAGED BUY- COM 0.0%
Value $87,763 Shares 6,420 Est. Cost $14.36 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value $84,778 Shares 2,307 Est. Cost $90.17 Unrealized
SYY SYSCO CORP COM 0.0%
Value $84,526 Shares 1,185 Est. Cost $64.13 Unrealized +28.2%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value $84,125 Shares 899 Est. Cost $88.96 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value $83,396 Shares 530 Est. Cost $64.67 Unrealized +151.9%
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value $82,950 Shares 420 Est. Cost $147.94 Unrealized +52.1%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $81,087 Shares 278 Est. Cost $154.09 Unrealized +87.2%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $78,843 Shares 1,580 Est. Cost $50.32 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value $78,811 Shares 1,060 Est. Cost $53.52 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $77,340 Shares 478 Est. Cost $113.08 Unrealized
TDV PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF 0.0%
Value $76,465 Shares 903 Est. Cost $62.02 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value $76,109 Shares 1,070 Est. Cost $62.34 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value $75,460 Shares 1,000 Est. Cost $62.98 Unrealized +8.1%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $75,141 Shares 612 Est. Cost $124.02 Unrealized +8.9%
MS MORGAN STANLEY COM NEW 0.0%
Value $74,715 Shares 454 Est. Cost $147.46 Unrealized +21.8%
VUG VANGUARD GROWTH ETF 0.0%
Value $74,254 Shares 170 Est. Cost $379.08 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $73,929 Shares 206 Est. Cost $282.18 Unrealized +45.4%
EME EMCOR GROUP INC COM 0.0%
Value $73,872 Shares 100 Est. Cost $120.11 Unrealized +505.0%
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value $73,843 Shares 39 Est. Cost $2082.59 Unrealized +0.5%
ARCC ARES CAPITAL CORP COM 0.0%
Value $72,350 Shares 4,015 Est. Cost $19.89 Unrealized +0.6%
HSY HERSHEY CO COM 0.0%
Value $71,306 Shares 343 Est. Cost $124.17 Unrealized +64.9%
MTX MINERALS TECHNOLOGIES INC COM 0.0%
Value $70,920 Shares 1,000 Est. Cost $54.02 Unrealized +26.8%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $69,370 Shares 341 Est. Cost $119.05 Unrealized +86.2%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value $68,716 Shares 4,983 Est. Cost $13.47 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value $68,255 Shares 1,289 Est. Cost $44.13 Unrealized +39.4%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $67,640 Shares 821 Est. Cost $53.93 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value $67,531 Shares 766 Est. Cost $67.80 Unrealized
SHE STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF 0.0%
Value $67,472 Shares 528 Est. Cost $68.00 Unrealized
CME CME GROUP INC COM 0.0%
Value $66,992 Shares 227 Est. Cost $236.60 Unrealized +22.3%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $66,587 Shares 365 Est. Cost $151.86 Unrealized +47.0%
F FORD MTR CO COM 0.0%
Value $66,101 Shares 5,728 Est. Cost $11.17 Unrealized +23.0%
CSX CSX CORP COM 0.0%
Value $65,680 Shares 1,600 Est. Cost $30.42 Unrealized +26.6%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $65,253 Shares 200 Est. Cost $240.95 Unrealized +37.3%
MTZ MASTEC INC COM 0.0%
Value $64,348 Shares 200 Est. Cost $183.12 Unrealized +36.6%
GM GENERAL MTRS CO COM 0.0%
Value $64,319 Shares 863 Est. Cost $45.50 Unrealized +80.8%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $63,856 Shares 438 Est. Cost $125.96 Unrealized
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 0.0%
Value $63,333 Shares 1,008 Est. Cost $61.99 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value $60,975 Shares 2,500 Est. Cost $8.80 Unrealized
FAST FASTENAL CO COM 0.0%
Value $60,320 Shares 1,300 Est. Cost $40.11 Unrealized +10.4%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $58,596 Shares 387 Est. Cost $147.43 Unrealized
JUCY APTUS ENHANCED YIELD ETF 0.0%
Value $58,255 Shares 2,630 Est. Cost $22.20 Unrealized
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value $57,523 Shares 1,282 Est. Cost $44.87 Unrealized
INGR INGREDION INC COM 0.0%
Value $56,330 Shares 500 Est. Cost $128.49 Unrealized -9.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $56,250 Shares 375 Est. Cost $184.43 Unrealized -15.4%
TFC TRUIST FINL CORP COM 0.0%
Value $55,945 Shares 1,217 Est. Cost $41.58 Unrealized +23.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $55,619 Shares 600 Est. Cost $94.16 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $55,255 Shares 690 Est. Cost $112.18 Unrealized -27.0%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $54,690 Shares 183 Est. Cost $314.80 Unrealized
ADME APTUS DRAWDOWN MANAGED EQUITY ETF 0.0%
Value $54,175 Shares 1,096 Est. Cost $51.31 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value $54,130 Shares 170 Est. Cost $227.11 Unrealized +39.2%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value $53,914 Shares 190 Est. Cost $150.99 Unrealized +38.9%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value $52,226 Shares 560 Est. Cost $79.40 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value $51,900 Shares 288 Est. Cost $161.64 Unrealized -4.1%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value $51,834 Shares 636 Est. Cost $73.18 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value $51,820 Shares 194 Est. Cost $277.38 Unrealized +1.2%
TQQQ PROSHARES ULTRAPRO QQQ 0.0%
Value $49,683 Shares 1,192 Est. Cost $41.68 Unrealized
EIS ISHARES MSCI ISRAEL ETF 0.0%
Value $49,676 Shares 428 Est. Cost $92.65 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $49,391 Shares 570 Est. Cost $79.17 Unrealized +25.7%
SYK STRYKER CORPORATION COM 0.0%
Value $49,289 Shares 150 Est. Cost $319.91 Unrealized +14.0%
UNP UNION PAC CORP COM 0.0%
Value $49,009 Shares 202 Est. Cost $212.89 Unrealized +14.3%
IDXX IDEXX LABS INC COM 0.0%
Value $48,884 Shares 87 Est. Cost $506.22 Unrealized +32.4%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $48,755 Shares 1,608 Est. Cost $34.03 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.0%
Value $47,479 Shares 790 Est. Cost $37.93 Unrealized
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value $46,997 Shares 5,752 Est. Cost $9.30 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $46,878 Shares 344 Est. Cost $133.69 Unrealized -3.6%
UPS UNITED PARCEL SVCS INC CL B 0.0%
Value $45,747 Shares 465 Est. Cost $95.42 Unrealized +15.1%
GSK GSK PLC SPONSORED ADR 0.0%
Value $45,366 Shares 822 Est. Cost $32.32 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $45,150 Shares 3,000 Est. Cost $14.26 Unrealized +14.5%
CVS CVS HEALTH CORP COM 0.0%
Value $45,054 Shares 627 Est. Cost $71.91 Unrealized +8.4%
BNS BANK NOVA SCOTIA B C COM 0.0%
Value $45,052 Shares 650 Est. Cost $39.57 Unrealized +89.4%
GNRC GENERAC HLDGS INC COM 0.0%
Value $44,926 Shares 230 Est. Cost $208.73 Unrealized -12.3%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value $44,817 Shares 518 Est. Cost $61.23 Unrealized
INTC INTEL CORP COM 0.0%
Value $44,483 Shares 1,008 Est. Cost $36.15 Unrealized +28.4%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $44,450 Shares 1,000 Est. Cost $27.10 Unrealized +89.9%
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value $43,587 Shares 33 Est. Cost $746.72 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value $43,359 Shares 252 Est. Cost $187.35 Unrealized 0.0%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value $42,948 Shares 900 Est. Cost $12.22 Unrealized
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF 0.0%
Value $42,890 Shares 1,649 Est. Cost $31.53 Unrealized
TPYP TORTOISE NORTH AMERICAN PIPELINE ETF 0.0%
Value $42,572 Shares 1,005 Est. Cost $35.73 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value $42,469 Shares 934 Est. Cost $45.47 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value $42,245 Shares 312 Est. Cost $178.28 Unrealized +6.9%
ADBE ADOBE INC COM 0.0%
Value $42,053 Shares 173 Est. Cost $362.34 Unrealized -20.0%
FRBA FIRST BK WILLIAMSTOWN NEW JERS COM 0.0%
Value $41,894 Shares 2,618 Est. Cost $13.11 Unrealized +27.9%
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value $41,735 Shares 1,260 Est. Cost $27.26 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $41,726 Shares 741 Est. Cost $55.53 Unrealized +7.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value $41,629 Shares 436 Est. Cost $96.20 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $40,625 Shares 625 Est. Cost $48.88 Unrealized -7.0%
EATON VANCE TAX MNGED BUY WRIT COM 0.0%
Value $40,563 Shares 2,813 Est. Cost $14.43 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $40,416 Shares 892 Est. Cost $54.65 Unrealized -3.5%
L LOEWS CORP COM 0.0%
Value $40,241 Shares 377 Est. Cost $45.69 Unrealized +132.9%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value $39,750 Shares 300 Est. Cost $108.26 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $39,208 Shares 200 Est. Cost $121.57 Unrealized +70.6%
EMR EMERSON ELEC CO COM 0.0%
Value $39,175 Shares 299 Est. Cost $115.21 Unrealized +28.9%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $38,911 Shares 537 Est. Cost $62.25 Unrealized +29.5%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $38,747 Shares 430 Est. Cost $81.84 Unrealized +13.2%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $38,717 Shares 89 Est. Cost $277.44 Unrealized +49.9%
BLACKROCK MUNIHLDGS NJ QLTY FD COM 0.0%
Value $38,609 Shares 3,337 Est. Cost $11.45 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value $38,149 Shares 430 Est. Cost $71.57 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value $37,892 Shares 241 Est. Cost $238.14 Unrealized -29.5%
UGI UGI CORP NEW COM 0.0%
Value $36,420 Shares 1,000 Est. Cost $34.96 Unrealized +9.4%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value $36,281 Shares 52 Est. Cost $307.69 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $35,904 Shares 207 Est. Cost $219.41 Unrealized -17.3%
NJR NEW JERSEY RES CORP COM 0.0%
Value $35,204 Shares 641 Est. Cost $39.07 Unrealized +28.1%
BKAG BNY MELLON CORE BOND ETF 0.0%
Value $35,153 Shares 833 Est. Cost $42.38 Unrealized
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT 0.0%
Value $35,109 Shares 972 Est. Cost $38.13 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $35,012 Shares 126 Est. Cost $290.76 Unrealized +4.3%
AMT AMERICAN TOWER CORP COM 0.0%
Value $34,979 Shares 203 Est. Cost $189.37 Unrealized -7.7%
NOW SERVICENOW INC COM 0.0%
Value $34,502 Shares 330 Est. Cost $171.51 Unrealized -29.3%
SAN BANCO SANTANDER SA ADR 0.0%
Value $33,840 Shares 3,000 Est. Cost $10.48 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value $33,807 Shares 1,319 Est. Cost $33.11 Unrealized
MLI MUELLER INDS INC COM 0.0%
Value $33,413 Shares 302 Est. Cost $65.94 Unrealized +88.6%
AES AES CORP COM 0.0%
Value $32,520 Shares 2,308 Est. Cost $13.53 Unrealized +11.9%
ATO ATMOS ENERGY CORP COM 0.0%
Value $32,511 Shares 176 Est. Cost $167.17 Unrealized +2.6%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value $32,345 Shares 354 Est. Cost $84.77 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value $32,010 Shares 600 Est. Cost $92.11 Unrealized
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value $31,864 Shares 800 Est. Cost $34.95 Unrealized +17.2%
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 0.0%
Value $31,634 Shares 97 Est. Cost $248.45 Unrealized
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value $31,560 Shares 629 Est. Cost $50.24 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $31,370 Shares 1,201 Est. Cost $24.12 Unrealized +20.2%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $31,353 Shares 150 Est. Cost $150.92 Unrealized +52.3%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $31,330 Shares 125 Est. Cost $261.51 Unrealized -3.7%
ALL ALLSTATE CORP COM 0.0%
Value $31,308 Shares 151 Est. Cost $200.50 Unrealized +1.2%
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value $31,046 Shares 188 Est. Cost $168.76 Unrealized +9.4%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $30,846 Shares 1,074 Est. Cost $32.98 Unrealized -9.6%
SRE SEMPRA COM 0.0%
Value $30,706 Shares 316 Est. Cost $72.59 Unrealized +23.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $30,636 Shares 265 Est. Cost $79.73 Unrealized +37.8%
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF 0.0%
Value $30,420 Shares 1,200 Est. Cost $25.07 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value $30,220 Shares 50 Est. Cost $332.43 Unrealized +80.8%
KR KROGER CO COM 0.0%
Value $30,102 Shares 416 Est. Cost $66.02 Unrealized -2.2%
ARKK ARK INNOVATION ETF 0.0%
Value $30,078 Shares 445 Est. Cost $42.75 Unrealized
DASH DOORDASH INC CL A 0.0%
Value $30,030 Shares 200 Est. Cost $164.28 Unrealized +19.7%
EBAY EBAY INC. COM 0.0%
Value $30,017 Shares 330 Est. Cost $66.24 Unrealized +34.8%
NMRK NEWMARK GROUP INC CL A 0.0%
Value $29,980 Shares 2,000 Est. Cost $5.99 Unrealized +176.2%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value $29,944 Shares 1,335 Est. Cost $22.43 Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value $29,040 Shares 120 Est. Cost $273.00 Unrealized -5.9%
UPSD APTUS LARGE CAP UPSIDE ETF 0.0%
Value $28,815 Shares 1,130 Est. Cost $25.50 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $28,390 Shares 705 Est. Cost $47.24 Unrealized -17.9%
CTRA COTERRA ENERGY INC COM 0.0%
Value $27,831 Shares 792 Est. Cost $25.10 Unrealized +12.9%
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value $27,515 Shares 282 Est. Cost $55.97 Unrealized
PFE PFIZER INC COM 0.0%
Value $27,406 Shares 976 Est. Cost $28.03 Unrealized -6.6%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value $27,046 Shares 200 Est. Cost $127.36 Unrealized +7.4%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $27,009 Shares 225 Est. Cost $120.04 Unrealized
CHWY CHEWY INC CL A 0.0%
Value $27,000 Shares 1,000 Est. Cost $38.56 Unrealized -24.1%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $26,885 Shares 353 Est. Cost $65.21 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value $26,681 Shares 90 Est. Cost $79.69 Unrealized +233.6%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value $26,648 Shares 375 Est. Cost $62.53 Unrealized +35.1%
DOV DOVER CORP COM 0.0%
Value $26,636 Shares 128 Est. Cost $157.21 Unrealized +36.5%
GDX VANECK GOLD MINERS ETF 0.0%
Value $26,613 Shares 290 Est. Cost $91.77 Unrealized
SNPD XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF 0.0%
Value $26,548 Shares 950 Est. Cost $25.35 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value $26,220 Shares 279 Est. Cost $83.15 Unrealized +20.4%
CACI CACI INTL INC CL A 0.0%
Value $26,106 Shares 48 Est. Cost $276.04 Unrealized +118.4%
HCA HCA HEALTHCARE INC COM 0.0%
Value $25,555 Shares 54 Est. Cost $358.58 Unrealized +38.9%
FISV FISERV INC COM 0.0%
Value $25,389 Shares 455 Est. Cost $130.50 Unrealized -51.0%
SNPS SYNOPSYS INC COM 0.0%
Value $25,375 Shares 64 Est. Cost $478.06 Unrealized -1.3%
NUVEEN NEW JERSEY COM 0.0%
Value $25,338 Shares 2,060 Est. Cost $11.71 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $25,297 Shares 215 Est. Cost $110.58 Unrealized
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value $25,074 Shares 294 Est. Cost $44.55 Unrealized
LEA LEAR CORP COM NEW 0.0%
Value $24,821 Shares 205 Est. Cost $106.29 Unrealized +20.1%
PPG PPG INDS INC COM 0.0%
Value $24,796 Shares 232 Est. Cost $101.99 Unrealized +14.6%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value $24,408 Shares 325 Est. Cost $73.56 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value $24,404 Shares 171 Est. Cost $88.38 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $24,257 Shares 112 Est. Cost $315.58 Unrealized -23.8%
OUSA ALPS O'SHARES U.S. QUALITY DIVIDEND ETF 0.0%
Value $23,604 Shares 424 Est. Cost $46.09 Unrealized
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value $23,391 Shares 400 Est. Cost $35.00 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value $23,220 Shares 129 Est. Cost $126.36 Unrealized +45.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $23,207 Shares 725 Est. Cost $55.80 Unrealized -30.5%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $23,110 Shares 76 Est. Cost $237.69 Unrealized +28.4%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $22,921 Shares 310 Est. Cost $54.43 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $22,491 Shares 143 Est. Cost $170.47 Unrealized -3.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value $22,415 Shares 263 Est. Cost $63.77 Unrealized +39.2%
ADSK AUTODESK INC COM 0.0%
Value $22,264 Shares 93 Est. Cost $283.70 Unrealized -10.6%
DHR DANAHER CORP DEL COM 0.0%
Value $22,138 Shares 117 Est. Cost $244.33 Unrealized -8.0%
USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF 0.0%
Value $22,085 Shares 470 Est. Cost $35.01 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value $21,960 Shares 250 Est. Cost $70.28 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value $21,741 Shares 56 Est. Cost $71.73 Unrealized +277.7%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.0%
Value $21,470 Shares 497 Est. Cost $30.40 Unrealized
EXC EXELON CORP COM 0.0%
Value $21,463 Shares 438 Est. Cost $33.78 Unrealized +33.6%
FCX FREEPORT MCMORAN INC CL B 0.0%
Value $21,455 Shares 365 Est. Cost $37.70 Unrealized +62.1%
SAP SAP SE SPON ADR 0.0%
Value $21,401 Shares 125 Est. Cost $304.10 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $21,230 Shares 1,100 Est. Cost $17.75 Unrealized
MSCI MSCI INC COM 0.0%
Value $20,730 Shares 38 Est. Cost $409.78 Unrealized +38.9%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value $20,725 Shares 2,270 Est. Cost $22.86 Unrealized -39.9%
BXP BXP INC COM 0.0%
Value $20,708 Shares 399 Est. Cost $70.15 Unrealized -3.3%
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.0%
Value $20,544 Shares 1,200 Est. Cost $18.24 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value $20,377 Shares 146 Est. Cost $100.50 Unrealized +46.2%
AVA AVISTA CORP COM 0.0%
Value $20,319 Shares 506 Est. Cost $36.88 Unrealized +10.7%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $19,977 Shares 101 Est. Cost $150.47 Unrealized +6.2%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $19,945 Shares 207 Est. Cost $114.98 Unrealized -10.3%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $19,925 Shares 277 Est. Cost $72.79 Unrealized +8.1%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $19,880 Shares 124 Est. Cost $197.35 Unrealized -12.8%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value $19,741 Shares 219 Est. Cost $102.19 Unrealized -1.0%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value $19,565 Shares 430 Est. Cost $39.37 Unrealized
PPL PPL CORP COM 0.0%
Value $19,546 Shares 512 Est. Cost $34.05 Unrealized +6.4%
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value $19,262 Shares 225 Est. Cost $87.29 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value $19,003 Shares 550 Est. Cost $30.41 Unrealized
TRC TEJON RANCH CO COM 0.0%
Value $18,840 Shares 1,000 Est. Cost $15.95 Unrealized +3.3%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $18,788 Shares 123 Est. Cost $110.85 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.0%
Value $18,636 Shares 575 Est. Cost $43.32 Unrealized -18.8%
G GENPACT LIMITED SHS 0.0%
Value $18,625 Shares 500 Est. Cost $35.53 Unrealized +19.9%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $18,449 Shares 294 Est. Cost $101.18 Unrealized -15.2%
TRNS TRANSCAT INC COM 0.0%
Value $18,363 Shares 250 Est. Cost $30.00 Unrealized +127.9%
AKRE AKRE FOCUS ETF 0.0%
Value $17,969 Shares 340 Est. Cost $65.51 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $17,920 Shares 43 Est. Cost $392.99 Unrealized +7.4%
EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 0.0%
Value $17,767 Shares 790 Est. Cost $19.87 Unrealized
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value $17,716 Shares 187 Est. Cost $53.80 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value $17,435 Shares 120 Est. Cost $121.01 Unrealized +37.4%
KHC KRAFT HEINZ CO COM 0.0%
Value $17,385 Shares 773 Est. Cost $30.25 Unrealized -20.9%
NI NISOURCE INC COM 0.0%
Value $17,358 Shares 372 Est. Cost $38.61 Unrealized +13.9%
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value $17,320 Shares 3,506 Est. Cost $7.38 Unrealized -21.6%
PYPL PAYPAL HLDGS INC COM 0.0%
Value $17,255 Shares 382 Est. Cost $100.67 Unrealized -50.3%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value $17,041 Shares 152 Est. Cost $119.32 Unrealized
STPZ PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value $16,876 Shares 312 Est. Cost $50.99 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $16,631 Shares 47 Est. Cost $526.85 Unrealized -28.2%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $16,531 Shares 602 Est. Cost $18.56 Unrealized +52.2%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value $16,468 Shares 400 Est. Cost $39.80 Unrealized
IVT INVENTRUST PPTYS CORP COM NEW 0.0%
Value $16,418 Shares 539 Est. Cost $28.21 Unrealized
FDX FEDEX CORP COM 0.0%
Value $16,384 Shares 46 Est. Cost $215.22 Unrealized +57.5%
KVUE KENVUE INC COM 0.0%
Value $16,119 Shares 935 Est. Cost $20.74 Unrealized -14.8%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value $16,111 Shares 1,336 Est. Cost $12.78 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value $16,082 Shares 99 Est. Cost $192.18 Unrealized -12.9%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value $16,029 Shares 758 Est. Cost $19.01 Unrealized
COR CENCORA INC COM 0.0%
Value $16,021 Shares 51 Est. Cost $340.62 Unrealized +3.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value $16,020 Shares 77 Est. Cost $91.45 Unrealized
EVRG EVERGY INC COM 0.0%
Value $15,974 Shares 195 Est. Cost $65.58 Unrealized +17.8%
PCAR PACCAR INC COM 0.0%
Value $15,939 Shares 138 Est. Cost $62.14 Unrealized +97.9%
FFIV F5 INC COM 0.0%
Value $15,913 Shares 55 Est. Cost $276.25 Unrealized -1.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $15,616 Shares 40 Est. Cost $257.92 Unrealized +67.2%
DOX AMDOCS LTD SHS 0.0%
Value $15,532 Shares 238 Est. Cost $81.11 Unrealized -5.0%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value $15,434 Shares 975 Est. Cost $31.51 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $15,294 Shares 196 Est. Cost $88.51 Unrealized -1.7%
WMG WARNER MUSIC GROUP CORP COM CL A 0.0%
Value $15,171 Shares 594 Est. Cost $30.22 Unrealized -2.3%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $15,090 Shares 3,000 Est. Cost $4.25 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value $14,913 Shares 225 Est. Cost $69.95 Unrealized -0.7%
CR CRANE COMPANY COMMON STOCK 0.0%
Value $14,877 Shares 87 Est. Cost $185.35 Unrealized +6.9%
FE FIRSTENERGY CORP COM 0.0%
Value $14,724 Shares 291 Est. Cost $32.05 Unrealized +46.9%
ALB ALBEMARLE CORP COM 0.0%
Value $14,183 Shares 79 Est. Cost $58.33 Unrealized +193.6%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $14,100 Shares 48 Est. Cost $406.33 Unrealized -13.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value $14,084 Shares 145 Est. Cost $75.44 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value $13,908 Shares 12 Est. Cost $1314.14 Unrealized +3.6%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.0%
Value $13,741 Shares 415 Est. Cost $20.23 Unrealized
NUE NUCOR CORP COM 0.0%
Value $13,697 Shares 81 Est. Cost $115.51 Unrealized +54.5%
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value $13,653 Shares 47 Est. Cost $198.89 Unrealized +36.5%
BMO BANK MONTREAL MEDIUM COM 0.0%
Value $13,534 Shares 100 Est. Cost $67.48 Unrealized +105.8%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $13,508 Shares 80 Est. Cost $135.54 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value $13,409 Shares 111 Est. Cost $131.35 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF 0.0%
Value $13,352 Shares 193 Est. Cost $38.41 Unrealized
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value $13,312 Shares 100 Est. Cost $211.48 Unrealized -26.3%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $13,288 Shares 400 Est. Cost $27.97 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value $13,256 Shares 80 Est. Cost $156.63 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value $13,130 Shares 145 Est. Cost $103.39 Unrealized
NMTC NEUROONE MED TECHNOLOGIES CORP COM NEW 0.0%
Value $13,071 Shares 16,833 Est. Cost $1.54 Unrealized -46.6%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $12,995 Shares 199 Est. Cost $61.42 Unrealized +27.6%
IFLN INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF 0.0%
Value $12,953 Shares 722 Est. Cost $17.94 Unrealized
RY ROYAL BK CDA COM 0.0%
Value $12,942 Shares 80 Est. Cost $122.31 Unrealized +38.9%
RJF RAYMOND JAMES FINL INC COM 0.0%
Value $12,742 Shares 88 Est. Cost $117.04 Unrealized +41.3%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $12,535 Shares 176 Est. Cost $70.83 Unrealized +16.1%
D DOMINION ENERGY INC COM 0.0%
Value $12,352 Shares 200 Est. Cost $47.65 Unrealized +29.3%
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value $12,235 Shares 125 Est. Cost $106.66 Unrealized
FNF FIDELITY NATL FINL INC COM SHS 0.0%
Value $12,056 Shares 260 Est. Cost $29.39 Unrealized +85.6%
ES EVERSOURCE ENERGY COM 0.0%
Value $11,985 Shares 173 Est. Cost $59.90 Unrealized +17.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $11,904 Shares 175 Est. Cost $55.34 Unrealized +37.8%
EQIX EQUINIX INC COM 0.0%
Value $11,763 Shares 12 Est. Cost $799.35 Unrealized -4.4%
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $11,747 Shares 260 Est. Cost $45.69 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value $11,742 Shares 68 Est. Cost $172.71 Unrealized +9.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $11,363 Shares 151 Est. Cost $82.00 Unrealized -6.9%
LITE LUMENTUM HLDGS INC COM 0.0%
Value $11,244 Shares 16 Est. Cost $76.19 Unrealized +513.2%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value $11,155 Shares 250 Est. Cost $31.54 Unrealized
IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF 0.0%
Value $11,118 Shares 430 Est. Cost $25.91 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $11,009 Shares 54 Est. Cost $130.76 Unrealized +54.9%
HEI HEICO CORP NEW COM 0.0%
Value $10,968 Shares 40 Est. Cost $259.07 Unrealized +30.8%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value $10,949 Shares 44 Est. Cost $276.93 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $10,938 Shares 50 Est. Cost $125.55 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $10,884 Shares 83 Est. Cost $135.52 Unrealized -3.4%
PLD PROLOGIS INC. COM 0.0%
Value $10,839 Shares 82 Est. Cost $105.01 Unrealized +22.9%
HRI HERC HLDGS INC COM 0.0%
Value $10,829 Shares 109 Est. Cost $107.43 Unrealized +48.2%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $10,809 Shares 214 Est. Cost $81.81 Unrealized -18.5%
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value $10,743 Shares 265 Est. Cost $36.82 Unrealized
COHR COHERENT CORP COM 0.0%
Value $10,719 Shares 45 Est. Cost $71.97 Unrealized +196.4%
PAYX PAYCHEX INC COM 0.0%
Value $10,686 Shares 116 Est. Cost $128.34 Unrealized -20.5%
DOW DOW HLDGS INC COM 0.0%
Value $10,621 Shares 255 Est. Cost $32.88 Unrealized -11.7%
CDW CDW CORP COM 0.0%
Value $10,605 Shares 88 Est. Cost $143.53 Unrealized -9.4%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value $10,481 Shares 132 Est. Cost $75.55 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $10,462 Shares 133 Est. Cost $76.59 Unrealized +0.8%
IBDZ ISHARES IBONDS DEC 2034 TERM CORPORATE ETF 0.0%
Value $10,424 Shares 400 Est. Cost $26.37 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value $10,335 Shares 139 Est. Cost $164.80 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value $10,222 Shares 180 Est. Cost $48.24 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value $10,213 Shares 114 Est. Cost $84.91 Unrealized +10.3%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value $10,165 Shares 36 Est. Cost $152.42 Unrealized +49.7%
PSO PEARSON PLC SPONSORED ADR 0.0%
Value $10,071 Shares 767 Est. Cost $14.93 Unrealized
TGT TARGET CORP COM 0.0%
Value $10,060 Shares 83 Est. Cost $93.31 Unrealized +17.0%
AME AMETEK INC COM 0.0%
Value $9,861 Shares 46 Est. Cost $171.25 Unrealized +30.4%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $9,860 Shares 30 Est. Cost $285.14 Unrealized
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value $9,677 Shares 136 Est. Cost $77.97 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $9,617 Shares 30 Est. Cost $344.79 Unrealized +3.1%
HLN HALEON PLC SPON ADS 0.0%
Value $9,510 Shares 950 Est. Cost $8.03 Unrealized
TXT TEXTRON INC COM 0.0%
Value $9,456 Shares 108 Est. Cost $72.30 Unrealized +30.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value $9,455 Shares 92 Est. Cost $100.61 Unrealized +1.5%
ABNB AIRBNB INC COM CL A 0.0%
Value $9,345 Shares 74 Est. Cost $126.67 Unrealized +2.2%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $9,303 Shares 61 Est. Cost $137.67 Unrealized +7.7%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value $9,302 Shares 32 Est. Cost $307.51 Unrealized +2.4%
WAT WATERS CORP COM 0.0%
Value $9,232 Shares 31 Est. Cost $367.10 Unrealized 0.0%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value $9,200 Shares 1,020 Est. Cost $14.51 Unrealized -21.7%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $9,150 Shares 212 Est. Cost $36.53 Unrealized +9.5%
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value $9,058 Shares 350 Est. Cost $23.57 Unrealized
AON AON PLC SHS CL A 0.0%
Value $9,038 Shares 28 Est. Cost $361.30 Unrealized -7.0%
ROST ROSS STORES INC COM 0.0%
Value $8,882 Shares 41 Est. Cost $137.79 Unrealized +39.6%
EVTR EATON VANCE TOTAL RETURN BOND ETF 0.0%
Value $8,881 Shares 175 Est. Cost $51.45 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value $8,798 Shares 101 Est. Cost $92.89 Unrealized +10.4%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $8,731 Shares 50 Est. Cost $179.97 Unrealized +11.4%
EMN EASTMAN CHEM CO COM 0.0%
Value $8,700 Shares 114 Est. Cost $75.10 Unrealized -3.1%
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value $8,676 Shares 900 Est. Cost $10.16 Unrealized
NKE NIKE INC CL B 0.0%
Value $8,662 Shares 164 Est. Cost $59.08 Unrealized +8.3%
CCI CROWN CASTLE INC COM 0.0%
Value $8,619 Shares 106 Est. Cost $91.09 Unrealized -2.6%
GL GLOBE LIFE INC COM 0.0%
Value $8,489 Shares 61 Est. Cost $120.89 Unrealized +17.3%
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value $8,415 Shares 275 Est. Cost $21.82 Unrealized
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value $8,083 Shares 60 Est. Cost $100.62 Unrealized
CC CHEMOURS CO COM 0.0%
Value $8,063 Shares 366 Est. Cost $25.26 Unrealized -34.2%
INVESCO BD FD COM 0.0%
Value $8,025 Shares 535 Est. Cost $15.44 Unrealized
MOS MOSAIC CO COM 0.0%
Value $8,007 Shares 314 Est. Cost $31.40 Unrealized -11.2%
SLB SLB LIMITED COM STK 0.0%
Value $7,965 Shares 155 Est. Cost $33.94 Unrealized +42.3%
MIDD MIDDLEBY CORP COM 0.0%
Value $7,955 Shares 60 Est. Cost $135.63 Unrealized +14.6%
CPAY CORPAY INC COM SHS 0.0%
Value $7,857 Shares 27 Est. Cost $290.32 Unrealized +12.8%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value $7,844 Shares 95 Est. Cost $81.71 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $7,736 Shares 129 Est. Cost $38.54 Unrealized +63.8%
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $7,598 Shares 148 Est. Cost $50.65 Unrealized
RAIL FREIGHTCAR AMER INC COM 0.0%
Value $7,548 Shares 947 Est. Cost $9.19 Unrealized +33.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value $7,527 Shares 162 Est. Cost $36.56 Unrealized +40.2%
EG EVEREST GROUP LTD COM 0.0%
Value $7,518 Shares 23 Est. Cost $343.73 Unrealized -3.6%
NWSA NEWS CORP NEW CL A 0.0%
Value $7,504 Shares 301 Est. Cost $27.40 Unrealized -8.2%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.0%
Value $7,476 Shares 50 Est. Cost $153.13 Unrealized +6.8%
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.0%
Value $7,435 Shares 92 Est. Cost $75.96 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value $7,413 Shares 74 Est. Cost $100.18 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value $7,301 Shares 212 Est. Cost $37.10 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $7,295 Shares 64 Est. Cost $110.36 Unrealized +22.1%
MET METLIFE INC COM 0.0%
Value $7,284 Shares 103 Est. Cost $75.82 Unrealized +2.1%
WY WEYERHAEUSER CO COM NEW 0.0%
Value $7,231 Shares 296 Est. Cost $25.57 Unrealized -6.9%
ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value $7,194 Shares 125 Est. Cost $51.48 Unrealized
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value $7,136 Shares 249 Est. Cost $28.84 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $7,117 Shares 60 Est. Cost $100.02 Unrealized +36.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value $7,095 Shares 21 Est. Cost $93.22 Unrealized +315.2%
GIB CGI INC CL A SUB VTG 0.0%
Value $7,091 Shares 97 Est. Cost $105.05 Unrealized -20.1%
ABG ASBURY AUTOMOTIVE GROUP INC COM 0.0%
Value $7,035 Shares 36 Est. Cost $236.42 Unrealized +0.0%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value $6,829 Shares 268 Est. Cost $17.94 Unrealized
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value $6,820 Shares 635 Est. Cost $10.73 Unrealized +35.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $6,809 Shares 52 Est. Cost $91.75 Unrealized +37.4%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $6,799 Shares 105 Est. Cost $64.07 Unrealized
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value $6,720 Shares 700 Est. Cost $9.53 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value $6,681 Shares 425 Est. Cost $24.37 Unrealized -26.1%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $6,670 Shares 25 Est. Cost $201.32 Unrealized +34.6%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value $6,597 Shares 70 Est. Cost $90.61 Unrealized
NVR NVR INC COM 0.0%
Value $6,590 Shares 1 Est. Cost $7166.99 Unrealized +6.4%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value $6,526 Shares 301 Est. Cost $10.33 Unrealized
TRMB TRIMBLE INC COM 0.0%
Value $6,523 Shares 100 Est. Cost $65.65 Unrealized +8.2%
SEE SEALED AIR CORP NEW COM 0.0%
Value $6,518 Shares 155 Est. Cost $29.27 Unrealized +42.8%
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value $6,468 Shares 400 Est. Cost $16.17 Unrealized
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value $6,370 Shares 51 Est. Cost $89.25 Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value $6,367 Shares 58 Est. Cost $110.64 Unrealized -4.4%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value $6,359 Shares 26 Est. Cost $147.23 Unrealized +83.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $6,351 Shares 81 Est. Cost $78.91 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value $6,306 Shares 5 Est. Cost $1117.50 Unrealized +26.5%
TWLO TWILIO INC CL A 0.0%
Value $6,291 Shares 50 Est. Cost $182.23 Unrealized -33.1%
IVZ INVESCO LTD SHS 0.0%
Value $6,267 Shares 258 Est. Cost $14.01 Unrealized +96.0%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $6,265 Shares 327 Est. Cost $14.18 Unrealized +28.0%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $6,261 Shares 126 Est. Cost $46.71 Unrealized
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value $6,004 Shares 1,900 Est. Cost $8.12 Unrealized -71.4%
VLO VALERO ENERGY CORP COM 0.0%
Value $5,930 Shares 24 Est. Cost $125.12 Unrealized +51.9%
IEX IDEX CORP COM 0.0%
Value $5,876 Shares 31 Est. Cost $175.50 Unrealized +13.4%
TOL TOLL BROTHERS INC COM 0.0%
Value $5,868 Shares 43 Est. Cost $135.75 Unrealized +10.5%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $5,847 Shares 100 Est. Cost $47.33 Unrealized
IBBQ INVESCO NASDAQ BIOTECHNOLOGY ETF 0.0%
Value $5,798 Shares 200 Est. Cost $24.31 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value $5,744 Shares 122 Est. Cost $47.55 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value $5,690 Shares 112 Est. Cost $44.34 Unrealized
JHX JAMES HARDIE INDS PLC ORD SHS 0.0%
Value $5,682 Shares 300 Est. Cost $20.06 Unrealized +18.4%
CHE CHEMED CORP NEW COM 0.0%
Value $5,666 Shares 15 Est. Cost $435.02 Unrealized +3.6%
AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 0.0%
Value $5,575 Shares 63 Est. Cost $47.62 Unrealized
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C 0.0%
Value $5,526 Shares 65 Est. Cost $62.30 Unrealized
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value $5,486 Shares 188 Est. Cost $29.28 Unrealized
DXCM DEXCOM INC COM 0.0%
Value $5,464 Shares 87 Est. Cost $78.38 Unrealized -9.5%
DDOG DATADOG INC CL A COM 0.0%
Value $5,430 Shares 46 Est. Cost $158.02 Unrealized -21.6%
TRI THOMSON REUTERS CORP COM 0.0%
Value $5,399 Shares 60 Est. Cost $184.35 Unrealized -41.9%
NET CLOUDFLARE INC CL A COM 0.0%
Value $5,365 Shares 26 Est. Cost $211.53 Unrealized -13.8%
KEY KEYCORP COM 0.0%
Value $5,353 Shares 267 Est. Cost $15.05 Unrealized +44.0%
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $5,335 Shares 108 Est. Cost $48.11 Unrealized
BBY BEST BUY INC COM 0.0%
Value $5,329 Shares 83 Est. Cost $65.40 Unrealized +2.4%
FTNT FORTINET INC COM 0.0%
Value $5,312 Shares 65 Est. Cost $67.38 Unrealized +18.7%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $5,211 Shares 81 Est. Cost $73.92 Unrealized +2.5%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $5,205 Shares 88 Est. Cost $66.62 Unrealized -6.9%
FTXH FIRST TRUST NASDAQ PHARMACEUTICALS ETF 0.0%
Value $5,154 Shares 150 Est. Cost $34.36 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value $5,139 Shares 19 Est. Cost $72.20 Unrealized +248.0%
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value $5,132 Shares 40 Est. Cost $128.30 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value $5,113 Shares 114 Est. Cost $44.50 Unrealized
CPRT COPART INC COM 0.0%
Value $5,113 Shares 154 Est. Cost $40.28 Unrealized -2.8%
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $5,070 Shares 89 Est. Cost $65.40 Unrealized
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $4,982 Shares 200 Est. Cost $24.91 Unrealized
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.0%
Value $4,965 Shares 117 Est. Cost $42.44 Unrealized
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.0%
Value $4,948 Shares 231 Est. Cost $20.39 Unrealized
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value $4,915 Shares 125 Est. Cost $39.32 Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.0%
Value $4,894 Shares 279 Est. Cost $17.66 Unrealized
LBTYA LIBERTY GLOBAL LTD COM CL A 0.0%
Value $4,872 Shares 403 Est. Cost $8.35 Unrealized +34.8%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $4,665 Shares 94 Est. Cost $50.45 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value $4,582 Shares 333 Est. Cost $14.14 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value $4,580 Shares 421 Est. Cost $12.06 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value $4,490 Shares 41 Est. Cost $86.31 Unrealized +48.8%
VFLO VICTORYSHARES FREE CASH FLOW ETF 0.0%
Value $4,461 Shares 113 Est. Cost $39.38 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $4,386 Shares 47 Est. Cost $64.61 Unrealized +47.4%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $4,361 Shares 60 Est. Cost $57.76 Unrealized +13.6%
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value $4,350 Shares 54 Est. Cost $78.88 Unrealized -33.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value $4,341 Shares 94 Est. Cost $40.48 Unrealized
INTU INTUIT COM 0.0%
Value $4,324 Shares 10 Est. Cost $663.55 Unrealized -25.0%
HSIC SCHEIN HENRY INC COM 0.0%
Value $4,275 Shares 58 Est. Cost $68.84 Unrealized +13.4%
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value $4,268 Shares 108 Est. Cost $40.13 Unrealized +17.2%
WCC WESCO INTL INC COM 0.0%
Value $4,231 Shares 15 Est. Cost $41.44 Unrealized +596.0%
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value $4,208 Shares 85 Est. Cost $49.59 Unrealized
MGV VANGUARD MEGA CAP VALUE ETF 0.0%
Value $4,204 Shares 29 Est. Cost $141.17 Unrealized
BE BLOOM ENERGY CORP COM CL A 0.0%
Value $4,200 Shares 31 Est. Cost $46.44 Unrealized +211.5%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value $4,069 Shares 45 Est. Cost $115.96 Unrealized -21.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value $4,062 Shares 67 Est. Cost $61.14 Unrealized +5.2%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $4,020 Shares 35 Est. Cost $77.69 Unrealized +23.2%
KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP 0.0%
Value $4,000 Shares 41 Est. Cost $96.73 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value $3,985 Shares 21 Est. Cost $301.68 Unrealized -32.5%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value $3,947 Shares 92 Est. Cost $27.43 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value $3,936 Shares 35 Est. Cost $75.00 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value $3,821 Shares 98 Est. Cost $20.56 Unrealized +63.1%
CXT CRANE NXT CO COM 0.0%
Value $3,531 Shares 87 Est. Cost $58.99 Unrealized -12.8%
ABCL ABCELLERA BIOLOGICS INC COM 0.0%
Value $3,490 Shares 1,000 Est. Cost $4.41 Unrealized -17.0%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value $3,480 Shares 57 Est. Cost $37.27 Unrealized +50.5%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value $3,431 Shares 40 Est. Cost $58.40 Unrealized -0.6%
BAX BAXTER INTL INC COM 0.0%
Value $3,360 Shares 200 Est. Cost $75.29 Unrealized -72.8%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value $3,325 Shares 66 Est. Cost $49.15 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value $3,270 Shares 65 Est. Cost $84.31 Unrealized -41.0%
MSGS MADISON SQUARE GRDN SPRT CORP CL A 0.0%
Value $3,214 Shares 10 Est. Cost $186.23 Unrealized +54.0%
CLH CLEAN HARBORS INC COM 0.0%
Value $3,154 Shares 11 Est. Cost $218.92 Unrealized +20.2%
SCI SERVICE CORP INTL COM 0.0%
Value $3,135 Shares 38 Est. Cost $70.96 Unrealized +14.1%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $3,129 Shares 190 Est. Cost $24.37 Unrealized -33.5%
IP INTERNATIONAL PAPER CO COM 0.0%
Value $3,106 Shares 87 Est. Cost $45.98 Unrealized -4.8%
BAR GRANITESHARES GOLD SHARES 0.0%
Value $3,091 Shares 67 Est. Cost $42.49 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value $3,053 Shares 53 Est. Cost $37.74 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $3,027 Shares 11 Est. Cost $236.14 Unrealized +30.8%
CE CELANESE CORP DEL COM 0.0%
Value $3,025 Shares 46 Est. Cost $49.77 Unrealized -0.5%
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A 0.0%
Value $3,024 Shares 33 Est. Cost $83.24 Unrealized +1.8%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value $2,921 Shares 29 Est. Cost $101.66 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value $2,850 Shares 21 Est. Cost $110.22 Unrealized
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value $2,799 Shares 12 Est. Cost $182.05 Unrealized +37.9%
SJM SMUCKER J M CO COM NEW 0.0%
Value $2,797 Shares 29 Est. Cost $106.16 Unrealized -1.9%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $2,763 Shares 75 Est. Cost $37.79 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value $2,759 Shares 41 Est. Cost $78.46 Unrealized -4.5%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value $2,696 Shares 81 Est. Cost $11.25 Unrealized +104.3%
B BARRICK MNG CORP COM SHS 0.0%
Value $2,651 Shares 65 Est. Cost $19.29 Unrealized +150.4%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $2,607 Shares 12 Est. Cost $208.75 Unrealized
MCK MCKESSON CORP COM 0.0%
Value $2,596 Shares 3 Est. Cost $703.74 Unrealized +24.4%
FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A 0.0%
Value $2,499 Shares 32 Est. Cost $56.54 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value $2,493 Shares 108 Est. Cost $31.06 Unrealized -32.6%
OMC OMNICOM GROUP INC COM 0.0%
Value $2,329 Shares 31 Est. Cost $63.69 Unrealized +20.2%
CAH CARDINAL HEALTH INC COM 0.0%
Value $2,324 Shares 11 Est. Cost $147.12 Unrealized +46.4%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value $2,215 Shares 53 Est. Cost $27.26 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $2,187 Shares 2 Est. Cost $633.58 Unrealized +74.3%
WPP WPP PLC NEW ADR 0.0%
Value $2,161 Shares 139 Est. Cost $35.01 Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value $2,115 Shares 25 Est. Cost $9.12 Unrealized +358.6%
NBIS NEBIUS GROUP N.V. SHS CLASS A 0.0%
Value $2,075 Shares 20 Est. Cost Unrealized
MPT MEDICAL PROPERTIES TRUST INC COM 0.0%
Value $2,033 Shares 439 Est. Cost $4.34 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value $2,033 Shares 41 Est. Cost $51.19 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value $1,994 Shares 10 Est. Cost $174.43 Unrealized
WEN WENDYS CO COM 0.0%
Value $1,981 Shares 285 Est. Cost $22.62 Unrealized -64.5%
NNE NANO NUCLEAR ENERGY INC COM 0.0%
Value $1,925 Shares 94 Est. Cost $29.88 Unrealized 0.0%
VSNT VERSANT MEDIA GROUP INC COM CL A 0.0%
Value $1,925 Shares 52 Est. Cost $32.14 Unrealized 0.0%
FELC FIDELITY ENHANCED LARGE CAP CORE ETF 0.0%
Value $1,899 Shares 52 Est. Cost $38.44 Unrealized
SPHR SPHERE ENTERTAINMENT CO CL A 0.0%
Value $1,878 Shares 16 Est. Cost $24.97 Unrealized +300.3%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $1,833 Shares 34 Est. Cost $53.46 Unrealized +9.2%
KIM KIMCO REALTY CORP COM 0.0%
Value $1,820 Shares 81 Est. Cost $20.24 Unrealized -0.9%
STLA STELLANTIS N.V SHS 0.0%
Value $1,773 Shares 250 Est. Cost $10.03 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value $1,607 Shares 32 Est. Cost $75.26 Unrealized -34.1%
CF CF INDUSTRIES HOLD COM 0.0%
Value $1,558 Shares 12 Est. Cost $81.93 Unrealized +9.9%
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value $1,552 Shares 14 Est. Cost $117.71 Unrealized
NIO NIO INC SPON ADS 0.0%
Value $1,508 Shares 250 Est. Cost $42.20 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value $1,465 Shares 48 Est. Cost $30.52 Unrealized
CCL CARNIVAL CORP COMMON STOCK 0.0%
Value $1,449 Shares 56 Est. Cost $21.40 Unrealized +45.0%
CNX CNX RES CORP COM 0.0%
Value $1,388 Shares 36 Est. Cost $26.93 Unrealized +40.3%
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value $1,374 Shares 91 Est. Cost $9.13 Unrealized
DAL DELTA AIR LINES INC COM NEW 0.0%
Value $1,365 Shares 21 Est. Cost $69.85 Unrealized 0.0%
CNR CORE NATURAL RESOURCES INC COM SHS 0.0%
Value $1,361 Shares 13 Est. Cost $74.75 Unrealized +24.1%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value $1,346 Shares 29 Est. Cost $70.79 Unrealized -30.8%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $1,319 Shares 25 Est. Cost $89.76 Unrealized
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value $1,312 Shares 16 Est. Cost $77.69 Unrealized
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND 0.0%
Value $1,274 Shares 20 Est. Cost $63.70 Unrealized
SNY SANOFI SA SPONSORED ADR 0.0%
Value $1,269 Shares 26 Est. Cost $52.48 Unrealized
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value $1,251 Shares 50 Est. Cost $20.69 Unrealized
PBJ INVESCO FOOD & BEVERAGE ETF 0.0%
Value $1,224 Shares 25 Est. Cost $48.96 Unrealized
FTXG FIRST TRUST NASDAQ FOOD & BEVERAGE ETF 0.0%
Value $1,218 Shares 55 Est. Cost $22.15 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $1,214 Shares 51 Est. Cost $23.28 Unrealized -5.2%
BATRK ATLANTA BRAVES HLDGS INC COM SER C 0.0%
Value $1,196 Shares 28 Est. Cost $37.85 Unrealized +7.3%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value $1,182 Shares 18 Est. Cost $66.89 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value $1,180 Shares 40 Est. Cost $29.50 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value $1,140 Shares 34 Est. Cost $26.91 Unrealized +10.5%
SCHP SCHWAB US TIPS ETF 0.0%
Value $1,118 Shares 42 Est. Cost $26.95 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $1,101 Shares 24 Est. Cost $42.71 Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value $1,070 Shares 23 Est. Cost $26.95 Unrealized
EDIV STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF 0.0%
Value $1,026 Shares 26 Est. Cost $39.46 Unrealized
VRE VERIS RESIDENTIAL INC COM 0.0%
Value $1,000 Shares 53 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value $977 Shares 10 Est. Cost $68.14 Unrealized +57.6%
FUL FULLER H B CO COM 0.0%
Value $971 Shares 16 Est. Cost $39.85 Unrealized +59.0%
MSGE MADISON SQUARE GARDEN ENTMT COM CL A 0.0%
Value $943 Shares 16 Est. Cost $33.03 Unrealized +80.9%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value $919 Shares 11 Est. Cost $83.55 Unrealized
MANU MANCHESTER UTD PLC NEW ORD CL A 0.0%
Value $841 Shares 50 Est. Cost $18.96 Unrealized -9.6%
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value $687 Shares 100 Est. Cost $3.96 Unrealized +136.8%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $677 Shares 3 Est. Cost $235.33 Unrealized
FLR FLUOR CORP COM 0.0%
Value $653 Shares 14 Est. Cost $36.63 Unrealized +27.7%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value $645 Shares 30 Est. Cost $21.50 Unrealized
BATRA ATLANTA BRAVES HLDGS INC COM SER A 0.0%
Value $613 Shares 13 Est. Cost $42.37 Unrealized +5.1%
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value $542 Shares 200 Est. Cost $10.00 Unrealized
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value $530 Shares 60 Est. Cost $25.42 Unrealized -55.9%
WAB WABTEC COM 0.0%
Value $500 Shares 2 Est. Cost $98.21 Unrealized +143.3%
AMH AMERICAN HOMES 4 RENT CL A 0.0%
Value $447 Shares 16 Est. Cost $32.13 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value $395 Shares 100 Est. Cost $7.79 Unrealized -29.9%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $388 Shares 9 Est. Cost $45.79 Unrealized +8.1%
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value $380 Shares 15 Est. Cost $31.09 Unrealized -10.6%
IFGL ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF 0.0%
Value $335 Shares 15 Est. Cost Unrealized
TDUP THREDUP INC CL A 0.0%
Value $328 Shares 100 Est. Cost $4.56 Unrealized +14.8%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $306 Shares 5 Est. Cost $37.27 Unrealized +39.0%
TKR TIMKEN CO COM 0.0%
Value $302 Shares 3 Est. Cost $98.42 Unrealized 0.0%
OI O-I GLASS INC COM 0.0%
Value $284 Shares 27 Est. Cost $10.91 Unrealized +40.5%
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value $282 Shares 24 Est. Cost $9.07 Unrealized +23.0%
VREX VAREX IMAGING CORP COM 0.0%
Value $276 Shares 26 Est. Cost $25.76 Unrealized -47.2%
AMCX AMC NETWORKS INC CL A 0.0%
Value $210 Shares 31 Est. Cost $18.71 Unrealized -56.8%
OBE OBSIDIAN ENERGY LTD COM 0.0%
Value $199 Shares 21 Est. Cost $8.82 Unrealized -20.5%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $171 Shares 13 Est. Cost $26.22 Unrealized -21.5%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value $146 Shares 21 Est. Cost $2.20 Unrealized +266.8%
CTXR CITIUS PHARMACEUTICALS INC COM 0.0%
Value $144 Shares 160 Est. Cost $6.74 Unrealized -88.0%
FDIQ INVESCO BLOOMBERG FINANCIAL DATA PROVIDERS ETF 0.0%
Value $137 Shares 2 Est. Cost $62.00 Unrealized
VRTS VIRTUS INVT PARTNERS INC COM 0.0%
Value $134 Shares 1 Est. Cost $155.49 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value $48 Shares 8 Est. Cost $18.76 Unrealized -56.2%
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value $26 Shares 3 Est. Cost $16.97 Unrealized -54.6%
PSFE PAYSAFE LIMITED SHS 0.0%
Value $20 Shares 3 Est. Cost $7.12 Unrealized 0.0%
ATON PORTAGE BIOTECH INC SHS NEW 0.0%
Value $3 Shares 8 Est. Cost $6.63 Unrealized