TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 13, 2023

Total Value ($000): $1,048,702 (100.0% shares, 0.0% debt)

Holdings (487)

AAPL APPLE INC COM 9.8%
Value ($000) $102,935 Shares 530,673 Est. Cost $110.07 Unrealized +56.3%
OBDC BLUE OWL CAPITAL CORPORATION COM 5.0%
Value ($000) $52,092 Shares 3,881,648 Est. Cost $8.88 Unrealized +7.9%
MSFT MICROSOFT CORP COM 3.4%
Value ($000) $35,885 Shares 105,376 Est. Cost $213.07 Unrealized +44.2%
MRK MERCK & CO INC COM 3.2%
Value ($000) $33,701 Shares 292,058 Est. Cost $66.14 Unrealized +58.0%
OWL BLUE OWL CAPITAL INC COM CL A 1.9%
Value ($000) $19,641 Shares 1,685,904 Est. Cost $11.49 Unrealized -6.3%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 1.4%
Value ($000) $14,861 Shares 134,160 Est. Cost $116.01 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 1.2%
Value ($000) $12,840 Shares 34,756 Est. Cost $245.33 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $12,794 Shares 28,706 Est. Cost $382.43 Unrealized
AMZN AMAZON COM INC COM 1.2%
Value ($000) $12,625 Shares 96,850 Est. Cost $126.82 Unrealized -10.0%
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $11,725 Shares 80,617 Est. Cost $136.92 Unrealized -5.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.1%
Value ($000) $11,175 Shares 105,353 Est. Cost $91.66 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.1%
Value ($000) $11,128 Shares 25,103 Est. Cost $454.20 Unrealized
SPGI S&P GLOBAL INC COM 1.0%
Value ($000) $10,836 Shares 27,030 Est. Cost $417.17 Unrealized -14.2%
XOM EXXON MOBIL CORP COM 1.0%
Value ($000) $10,466 Shares 97,585 Est. Cost $56.55 Unrealized +76.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 1.0%
Value ($000) $10,089 Shares 76,014 Est. Cost $131.74 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.9%
Value ($000) $9,788 Shares 357,737 Est. Cost $17.06 Unrealized +13.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.9%
Value ($000) $9,099 Shares 52,336 Est. Cost $156.79 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.9%
Value ($000) $8,961 Shares 55,171 Est. Cost $151.68 Unrealized
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $8,596 Shares 51,932 Est. Cost $129.18 Unrealized +15.3%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $8,541 Shares 71,354 Est. Cost $109.49 Unrealized +4.3%
HD HOME DEPOT INC COM 0.8%
Value ($000) $8,494 Shares 27,342 Est. Cost $228.76 Unrealized +20.8%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $8,200 Shares 67,783 Est. Cost $110.13 Unrealized +4.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $8,038 Shares 125,694 Est. Cost $45.68 Unrealized +29.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.7%
Value ($000) $7,847 Shares 58,645 Est. Cost $110.54 Unrealized +6.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $7,490 Shares 21,966 Est. Cost $221.31 Unrealized +47.5%
FSK FS KKR CAP CORP COM 0.7%
Value ($000) $7,403 Shares 385,976 Est. Cost $11.66 Unrealized +8.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.7%
Value ($000) $7,139 Shares 105,762 Est. Cost $69.82 Unrealized
LLY LILLY ELI & CO COM 0.7%
Value ($000) $7,131 Shares 15,205 Est. Cost $191.67 Unrealized +114.7%
V VISA INC COM CL A 0.6%
Value ($000) $6,762 Shares 28,476 Est. Cost $221.65 Unrealized +1.3%
BX BLACKSTONE INC COM 0.6%
Value ($000) $6,702 Shares 72,084 Est. Cost $63.42 Unrealized +26.4%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $6,431 Shares 68,216 Est. Cost $93.43 Unrealized
VV VANGUARD LARGE-CAP ETF 0.6%
Value ($000) $6,430 Shares 31,720 Est. Cost $195.51 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.6%
Value ($000) $6,224 Shares 114,396 Est. Cost $54.80 Unrealized
VTV VANGUARD VALUE ETF 0.6%
Value ($000) $6,075 Shares 42,748 Est. Cost $130.34 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.6%
Value ($000) $5,822 Shares 95,431 Est. Cost $67.54 Unrealized
AVGO BROADCOM INC COM 0.5%
Value ($000) $5,689 Shares 6,558 Est. Cost $36.48 Unrealized +88.4%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $5,658 Shares 37,290 Est. Cost $112.39 Unrealized +25.7%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.5%
Value ($000) $5,644 Shares 112,162 Est. Cost $50.27 Unrealized
META META PLATFORMS INC CL A 0.5%
Value ($000) $5,551 Shares 19,342 Est. Cost $247.55 Unrealized -1.0%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $5,504 Shares 13,011 Est. Cost $22.87 Unrealized +45.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.5%
Value ($000) $5,329 Shares 54,675 Est. Cost $102.46 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $5,118 Shares 23,286 Est. Cost $157.54 Unrealized +29.0%
MBB ISHARES MBS ETF 0.5%
Value ($000) $5,076 Shares 54,430 Est. Cost $98.52 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $5,035 Shares 22,858 Est. Cost $193.02 Unrealized
PEP PEPSICO INC COM 0.5%
Value ($000) $4,995 Shares 26,966 Est. Cost $126.51 Unrealized +34.8%
VPL VANGUARD FTSE PACIFIC ETF 0.5%
Value ($000) $4,934 Shares 70,762 Est. Cost $69.28 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value ($000) $4,818 Shares 16,146 Est. Cost $194.42 Unrealized +40.5%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $4,691 Shares 9,760 Est. Cost $422.87 Unrealized +9.9%
CANO HEALTH INC COM CL A 0.4%
Value ($000) $4,660 Shares 3,352,792 Est. Cost $2.29 Unrealized
AGNC AGNC INVT CORP COM 0.4%
Value ($000) $4,651 Shares 459,107 Est. Cost $10.13 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,509 Shares 60,795 Est. Cost $69.72 Unrealized
TSLA TESLA INC COM 0.4%
Value ($000) $4,504 Shares 17,205 Est. Cost $247.72 Unrealized -19.3%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.4%
Value ($000) $4,483 Shares 98,602 Est. Cost $49.57 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $4,483 Shares 28,490 Est. Cost $84.01 Unrealized +70.5%
ORCL ORACLE CORP COM 0.4%
Value ($000) $4,254 Shares 35,718 Est. Cost $83.26 Unrealized +20.6%
DOCU DOCUSIGN INC COM 0.4%
Value ($000) $4,178 Shares 81,776 Est. Cost $207.56 Unrealized -74.5%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $4,128 Shares 22,931 Est. Cost $128.13 Unrealized +24.1%
GLD SPDR GOLD SHARES 0.4%
Value ($000) $4,033 Shares 22,623 Est. Cost $171.13 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,984 Shares 61,220 Est. Cost $72.93 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.4%
Value ($000) $3,972 Shares 34,458 Est. Cost $114.78 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.4%
Value ($000) $3,874 Shares 57,074 Est. Cost $337.16 Unrealized -80.2%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,857 Shares 58,943 Est. Cost $68.26 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,771 Shares 22,207 Est. Cost $191.70 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,661 Shares 35,567 Est. Cost $108.61 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $3,625 Shares 7 Est. Cost $422631.30 Unrealized +17.8%
CSCO CISCO SYS INC COM 0.3%
Value ($000) $3,611 Shares 69,796 Est. Cost $39.96 Unrealized +13.9%
FOLD AMICUS THERAPEUTICS INC COM 0.3%
Value ($000) $3,594 Shares 286,145 Est. Cost $14.80 Unrealized -19.8%
COF CAPITAL ONE FINL CORP COM 0.3%
Value ($000) $3,538 Shares 32,349 Est. Cost $87.35 Unrealized +9.8%
CHD CHURCH & DWIGHT CO INC COM 0.3%
Value ($000) $3,536 Shares 35,275 Est. Cost $68.10 Unrealized +34.1%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,487 Shares 16,803 Est. Cost $156.99 Unrealized +11.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $3,427 Shares 6,568 Est. Cost $438.55 Unrealized +22.1%
EFG ISHARES MSCI EAFE GROWTH ETF 0.3%
Value ($000) $3,423 Shares 35,880 Est. Cost $94.15 Unrealized
CMCSA COMCAST CORP NEW CL A 0.3%
Value ($000) $3,367 Shares 81,037 Est. Cost $39.82 Unrealized -8.0%
BLACKROCK INC COM 0.3%
Value ($000) $3,359 Shares 4,860 Est. Cost $639.15 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $3,316 Shares 67,280 Est. Cost $55.03 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $3,227 Shares 36,631 Est. Cost $105.02 Unrealized -24.4%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $3,153 Shares 7,741 Est. Cost $374.52 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.3%
Value ($000) $3,128 Shares 51,112 Est. Cost $61.57 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $3,055 Shares 22,650 Est. Cost $123.50 Unrealized
BLACKROCK CAP INVT CORP COM 0.3%
Value ($000) $3,055 Shares 931,294 Est. Cost $3.88 Unrealized
GM GENERAL MTRS CO COM 0.3%
Value ($000) $3,047 Shares 79,032 Est. Cost $37.55 Unrealized -10.4%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $3,034 Shares 71,095 Est. Cost $27.98 Unrealized +34.5%
UNP UNION PAC CORP COM 0.3%
Value ($000) $3,025 Shares 14,782 Est. Cost $201.23 Unrealized -7.1%
ABBV ABBVIE INC COM 0.3%
Value ($000) $3,017 Shares 22,395 Est. Cost $76.46 Unrealized +74.9%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $3,016 Shares 10,658 Est. Cost $247.68 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $3,008 Shares 40,545 Est. Cost $72.09 Unrealized -2.9%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $3,007 Shares 80,863 Est. Cost $41.66 Unrealized -25.1%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,942 Shares 24,002 Est. Cost $123.55 Unrealized
CRM SALESFORCE INC COM 0.3%
Value ($000) $2,790 Shares 13,208 Est. Cost $240.25 Unrealized -16.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $2,781 Shares 6,290 Est. Cost $418.26 Unrealized
ETN EATON CORP PLC SHS 0.3%
Value ($000) $2,722 Shares 13,536 Est. Cost $154.18 Unrealized +10.5%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.3%
Value ($000) $2,713 Shares 76,220 Est. Cost $35.95 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.3%
Value ($000) $2,702 Shares 54,206 Est. Cost $50.20 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $2,654 Shares 7,589 Est. Cost $326.15 Unrealized
MS MORGAN STANLEY COM NEW 0.3%
Value ($000) $2,653 Shares 31,068 Est. Cost $55.17 Unrealized +42.1%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $2,632 Shares 50,517 Est. Cost $49.82 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,567 Shares 42,624 Est. Cost $49.36 Unrealized +16.2%
PFE PFIZER INC COM 0.2%
Value ($000) $2,547 Shares 69,446 Est. Cost $28.77 Unrealized +15.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $2,456 Shares 7,960 Est. Cost $290.04 Unrealized -3.6%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.2%
Value ($000) $2,443 Shares 28,746 Est. Cost $82.44 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $2,407 Shares 83,899 Est. Cost $27.16 Unrealized -2.0%
MCHI ISHARES MSCI CHINA ETF 0.2%
Value ($000) $2,399 Shares 53,619 Est. Cost $54.07 Unrealized
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $2,388 Shares 138,654 Est. Cost $13.38 Unrealized +10.5%
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.2%
Value ($000) $2,356 Shares 48,099 Est. Cost $46.85 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $2,340 Shares 69,973 Est. Cost $47.59 Unrealized -35.4%
ARCC ARES CAPITAL CORP COM 0.2%
Value ($000) $2,332 Shares 124,088 Est. Cost $9.86 Unrealized +45.8%
MAINSTAY MACKAY DEFINEDTERM MU COM 0.2%
Value ($000) $2,287 Shares 133,960 Est. Cost $20.79 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,281 Shares 28,100 Est. Cost $62.53 Unrealized
AMGN AMGEN INC COM 0.2%
Value ($000) $2,271 Shares 10,230 Est. Cost $203.74 Unrealized +4.9%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $2,266 Shares 57,790 Est. Cost $30.90 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,243 Shares 25,120 Est. Cost $135.48 Unrealized -31.7%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $2,229 Shares 10,126 Est. Cost $219.60 Unrealized
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $2,229 Shares 9,286 Est. Cost $188.03 Unrealized +11.0%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,180 Shares 11,590 Est. Cost $115.23 Unrealized +47.9%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.2%
Value ($000) $2,164 Shares 12,984 Est. Cost $87.76 Unrealized +65.3%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.2%
Value ($000) $2,142 Shares 7,285 Est. Cost $294.10 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,098 Shares 26,730 Est. Cost $88.10 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $2,073 Shares 21,160 Est. Cost $73.16 Unrealized +26.1%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.2%
Value ($000) $2,054 Shares 44,489 Est. Cost $45.04 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $2,044 Shares 9,503 Est. Cost $186.32 Unrealized +9.8%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $2,042 Shares 24,079 Est. Cost $63.44 Unrealized +20.0%
ILMN ILLUMINA INC COM 0.2%
Value ($000) $2,037 Shares 10,866 Est. Cost $303.09 Unrealized -33.2%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $2,035 Shares 10,491 Est. Cost $190.67 Unrealized -6.6%
MCO MOODYS CORP COM 0.2%
Value ($000) $2,028 Shares 5,832 Est. Cost $318.44 Unrealized -2.5%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,991 Shares 46,130 Est. Cost $43.69 Unrealized -14.9%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $1,989 Shares 26,759 Est. Cost $68.39 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $1,986 Shares 25,129 Est. Cost $93.68 Unrealized
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $1,930 Shares 6,324 Est. Cost $234.63 Unrealized +19.9%
IONQ IONQ INC COM 0.2%
Value ($000) $1,899 Shares 140,329 Est. Cost $7.08 Unrealized +17.5%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $1,875 Shares 19,408 Est. Cost $99.58 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.2%
Value ($000) $1,860 Shares 36,097 Est. Cost $55.44 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $1,850 Shares 64,265 Est. Cost $29.23 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $1,802 Shares 7,986 Est. Cost $179.29 Unrealized +10.3%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,782 Shares 15,726 Est. Cost $117.03 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $1,779 Shares 36,345 Est. Cost $49.15 Unrealized
PGX INVESCO PREFERRED ETF 0.2%
Value ($000) $1,775 Shares 156,072 Est. Cost $12.54 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $1,773 Shares 15,681 Est. Cost $89.17 Unrealized +17.4%
WMT WALMART INC COM 0.2%
Value ($000) $1,766 Shares 11,233 Est. Cost $44.32 Unrealized +10.5%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,761 Shares 3,272 Est. Cost $404.18 Unrealized +20.5%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $1,753 Shares 31,691 Est. Cost $54.58 Unrealized
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,729 Shares 17,453 Est. Cost $76.25 Unrealized +27.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value ($000) $1,725 Shares 75,324 Est. Cost $25.34 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $1,704 Shares 20,980 Est. Cost $99.04 Unrealized
GWW GRAINGER W W INC COM 0.2%
Value ($000) $1,703 Shares 2,160 Est. Cost $426.10 Unrealized +57.9%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $1,699 Shares 5,672 Est. Cost $249.17 Unrealized +6.5%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $1,670 Shares 4,246 Est. Cost $352.61 Unrealized +4.9%
WINN HARBOR LONG-TERM GROWERS ETF 0.2%
Value ($000) $1,663 Shares 89,706 Est. Cost $18.54 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,656 Shares 6,017 Est. Cost $241.27 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $1,651 Shares 4,801 Est. Cost $353.47 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $1,648 Shares 21,387 Est. Cost $67.91 Unrealized +7.4%
COR AMERISOURCEBERGEN CORP COM 0.2%
Value ($000) $1,601 Shares 8,321 Est. Cost $158.96 Unrealized +6.4%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $1,577 Shares 7,927 Est. Cost $191.01 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,513 Shares 15,117 Est. Cost $119.39 Unrealized -35.0%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,506 Shares 8,897 Est. Cost $113.38 Unrealized +33.4%
BA BOEING CO COM 0.1%
Value ($000) $1,495 Shares 7,078 Est. Cost $185.53 Unrealized +12.0%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.1%
Value ($000) $1,460 Shares 28,820 Est. Cost $50.50 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $1,456 Shares 14,612 Est. Cost $91.83 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,452 Shares 12,197 Est. Cost $113.64 Unrealized -4.7%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $1,442 Shares 13,248 Est. Cost $80.86 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $1,434 Shares 17,208 Est. Cost $127.10 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.1%
Value ($000) $1,416 Shares 89,817 Est. Cost $13.38 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.1%
Value ($000) $1,406 Shares 178,160 Est. Cost $5.03 Unrealized +22.1%
EXC EXELON CORP COM 0.1%
Value ($000) $1,399 Shares 34,338 Est. Cost $28.83 Unrealized +29.9%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,389 Shares 18,361 Est. Cost $81.95 Unrealized
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $1,389 Shares 12,200 Est. Cost $90.52 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,378 Shares 39,038 Est. Cost $28.94 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,366 Shares 4,236 Est. Cost $349.48 Unrealized -11.9%
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $1,365 Shares 22,124 Est. Cost $61.08 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $1,364 Shares 26,233 Est. Cost $59.07 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $1,339 Shares 9,666 Est. Cost $86.79 Unrealized +48.4%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $1,338 Shares 22,759 Est. Cost $58.30 Unrealized -1.7%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $1,333 Shares 30,185 Est. Cost $50.03 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $1,311 Shares 28,607 Est. Cost $45.82 Unrealized
BAR GRANITESHARES GOLD SHARES 0.1%
Value ($000) $1,305 Shares 68,625 Est. Cost $18.74 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $1,296 Shares 11,989 Est. Cost $112.63 Unrealized
UPWK UPWORK INC COM 0.1%
Value ($000) $1,296 Shares 138,754 Est. Cost $48.74 Unrealized -81.4%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,279 Shares 10,078 Est. Cost $131.38 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,258 Shares 4,766 Est. Cost $241.97 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $1,252 Shares 2,561 Est. Cost $500.81 Unrealized -19.6%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $1,250 Shares 7,204 Est. Cost $146.92 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,250 Shares 78,344 Est. Cost $16.52 Unrealized -10.5%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,243 Shares 17,048 Est. Cost $50.62 Unrealized +35.4%
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $1,241 Shares 11,134 Est. Cost $84.45 Unrealized +11.9%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $1,236 Shares 41,045 Est. Cost $31.81 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.1%
Value ($000) $1,220 Shares 26,659 Est. Cost $45.76 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,219 Shares 12,085 Est. Cost $85.40 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $1,196 Shares 9,068 Est. Cost $152.13 Unrealized -11.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,192 Shares 11,500 Est. Cost $52.16 Unrealized +81.1%
CSX CSX CORP COM 0.1%
Value ($000) $1,191 Shares 34,915 Est. Cost $29.63 Unrealized +2.7%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $1,188 Shares 26,235 Est. Cost $30.02 Unrealized +21.8%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $1,185 Shares 4,464 Est. Cost $242.09 Unrealized -5.0%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,183 Shares 10,765 Est. Cost $57.98 Unrealized +37.7%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,164 Shares 4,554 Est. Cost $80.68 Unrealized +29.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $1,140 Shares 18,212 Est. Cost $51.64 Unrealized +10.6%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $1,140 Shares 9,769 Est. Cost $99.52 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $1,139 Shares 18,375 Est. Cost $60.16 Unrealized 0.0%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,121 Shares 4,879 Est. Cost $204.74 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,118 Shares 16,155 Est. Cost $71.61 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $1,090 Shares 52,971 Est. Cost $21.37 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,079 Shares 10,058 Est. Cost $103.03 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,071 Shares 31,764 Est. Cost $40.28 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $1,070 Shares 6,462 Est. Cost $138.93 Unrealized +4.3%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,063 Shares 12,779 Est. Cost $108.15 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $1,060 Shares 22,962 Est. Cost $48.71 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $1,055 Shares 6,946 Est. Cost $141.55 Unrealized -4.4%
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $1,052 Shares 9,112 Est. Cost $101.94 Unrealized -7.4%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,047 Shares 3,732 Est. Cost $174.23 Unrealized +42.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $1,035 Shares 9,425 Est. Cost $118.56 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,030 Shares 29,020 Est. Cost $22.81 Unrealized +47.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $1,027 Shares 19,611 Est. Cost $53.74 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $1,013 Shares 4,056 Est. Cost $225.45 Unrealized +8.0%
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $1,012 Shares 99,668 Est. Cost $13.98 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $995 Shares 32,795 Est. Cost $44.81 Unrealized -39.9%
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $995 Shares 5,651 Est. Cost $196.33 Unrealized -17.2%
JVAL JPMORGAN U.S. VALUE FACTOR ETF 0.1%
Value ($000) $968 Shares 27,127 Est. Cost $37.09 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $965 Shares 9,885 Est. Cost $99.75 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $964 Shares 8,732 Est. Cost $124.20 Unrealized -10.4%
SBR SABINE RTY TR UNIT BEN INT 0.1%
Value ($000) $955 Shares 14,480 Est. Cost $71.81 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $950 Shares 3,861 Est. Cost $170.73 Unrealized +30.4%
BBUS J.P. MORGAN EXCHANGE-TRADED FUND TRUST BETABUILDERS U.S. EQUITY FUND 0.1%
Value ($000) $943 Shares 11,831 Est. Cost $81.76 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $901 Shares 29,141 Est. Cost $34.39 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $900 Shares 6,989 Est. Cost $115.89 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $895 Shares 3,635 Est. Cost $163.45 Unrealized +30.8%
ABT ABBOTT LABS COM 0.1%
Value ($000) $889 Shares 8,154 Est. Cost $106.45 Unrealized -4.7%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.1%
Value ($000) $886 Shares 34,805 Est. Cost $21.04 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $876 Shares 3,960 Est. Cost $41.31 Unrealized +5.9%
GABELLI DIVID & INCOME TR COM 0.1%
Value ($000) $872 Shares 41,287 Est. Cost $22.49 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $860 Shares 2,258 Est. Cost $322.30 Unrealized +9.5%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $847 Shares 12,255 Est. Cost $59.91 Unrealized +7.3%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $840 Shares 66,127 Est. Cost $10.42 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $830 Shares 10,973 Est. Cost $81.84 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $818 Shares 4,250 Est. Cost $172.97 Unrealized +9.8%
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.1%
Value ($000) $816 Shares 23,548 Est. Cost $23.65 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $816 Shares 15,506 Est. Cost $57.27 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $813 Shares 4,173 Est. Cost $156.38 Unrealized +13.1%
PPG PPG INDS INC COM 0.1%
Value ($000) $805 Shares 5,431 Est. Cost $143.24 Unrealized -8.1%
BLACKROCK CAP ALLOCATION TERM COM 0.1%
Value ($000) $785 Shares 51,482 Est. Cost $17.02 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $773 Shares 9,178 Est. Cost $73.07 Unrealized +9.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $767 Shares 7,853 Est. Cost $66.49 Unrealized +27.1%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $760 Shares 7,123 Est. Cost $112.95 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $759 Shares 4,589 Est. Cost $158.79 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $751 Shares 4,189 Est. Cost $141.90 Unrealized +8.9%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $737 Shares 17,053 Est. Cost $37.61 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $735 Shares 5,830 Est. Cost $109.52 Unrealized +7.5%
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $723 Shares 77,361 Est. Cost $11.49 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value ($000) $721 Shares 3,194 Est. Cost $236.01 Unrealized -15.1%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $716 Shares 4,956 Est. Cost $125.03 Unrealized -2.2%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $716 Shares 7,822 Est. Cost $55.72 Unrealized +46.0%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $713 Shares 14,344 Est. Cost $54.68 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $709 Shares 2,133 Est. Cost $279.40 Unrealized +6.1%
F FORD MTR CO DEL COM 0.1%
Value ($000) $706 Shares 46,687 Est. Cost $11.02 Unrealized -3.0%
BLACKROCK MUNIYIELD MICH QU COM 0.1%
Value ($000) $693 Shares 62,753 Est. Cost $13.46 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $672 Shares 7,169 Est. Cost $79.14 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $671 Shares 9,249 Est. Cost $69.54 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $670 Shares 14,545 Est. Cost $43.07 Unrealized -0.8%
ENVX ENOVIX CORPORATION COM 0.1%
Value ($000) $669 Shares 37,100 Est. Cost $9.38 Unrealized +41.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $668 Shares 6,819 Est. Cost $109.73 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $667 Shares 12,325 Est. Cost $49.06 Unrealized +6.5%
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.1%
Value ($000) $655 Shares 11,930 Est. Cost $57.77 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $654 Shares 24,805 Est. Cost $24.48 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $645 Shares 4,313 Est. Cost $146.14 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $645 Shares 7,136 Est. Cost $67.68 Unrealized +29.0%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $639 Shares 1,940 Est. Cost $289.46 Unrealized -4.7%
NFLX NETFLIX INC COM 0.1%
Value ($000) $639 Shares 1,450 Est. Cost $53.46 Unrealized -31.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $637 Shares 2,438 Est. Cost $227.85 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $632 Shares 5,799 Est. Cost $92.43 Unrealized +15.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $632 Shares 3,373 Est. Cost $166.18 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $621 Shares 7,497 Est. Cost $83.75 Unrealized
PHM PULTE GROUP INC COM 0.1%
Value ($000) $619 Shares 7,967 Est. Cost $42.08 Unrealized +57.8%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $615 Shares 3,548 Est. Cost $141.58 Unrealized +12.1%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $613 Shares 1,332 Est. Cost $318.70 Unrealized +35.4%
CME CME GROUP INC COM 0.1%
Value ($000) $612 Shares 3,304 Est. Cost $141.75 Unrealized +17.5%
ABR ARBOR REALTY TRUST INC COM 0.1%
Value ($000) $610 Shares 41,191 Est. Cost $9.25 Unrealized
ANYWHERE REAL ESTATE INC COM 0.1%
Value ($000) $607 Shares 90,797 Est. Cost $16.71 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $604 Shares 8,572 Est. Cost $67.68 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $603 Shares 2,432 Est. Cost $198.15 Unrealized +9.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $598 Shares 8,222 Est. Cost $84.64 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $593 Shares 8,122 Est. Cost $77.78 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $578 Shares 4,048 Est. Cost $157.56 Unrealized -12.2%
CBRE GBL REAL ESTATE INC FD COM 0.1%
Value ($000) $573 Shares 109,591 Est. Cost $6.29 Unrealized
BRC BRADY CORP CL A 0.1%
Value ($000) $572 Shares 12,019 Est. Cost $43.35 Unrealized +11.3%
BIZD VANECK BDC INCOME ETF 0.1%
Value ($000) $568 Shares 36,950 Est. Cost $16.20 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $560 Shares 4,450 Est. Cost $115.05 Unrealized -4.0%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $560 Shares 4,570 Est. Cost $111.66 Unrealized +1.1%
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $548 Shares 24,641 Est. Cost $24.01 Unrealized
BCE BCE INC COM NEW 0.1%
Value ($000) $544 Shares 11,938 Est. Cost $31.99 Unrealized +18.0%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $543 Shares 1,434 Est. Cost $397.83 Unrealized -7.3%
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $540 Shares 9,844 Est. Cost $54.83 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $537 Shares 26,821 Est. Cost $20.01 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $530 Shares 5,557 Est. Cost $68.38 Unrealized +29.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $527 Shares 5,883 Est. Cost $68.00 Unrealized +8.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $526 Shares 48,766 Est. Cost $7.65 Unrealized +23.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $516 Shares 5,747 Est. Cost $76.91 Unrealized +10.7%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $515 Shares 15,773 Est. Cost $19.32 Unrealized +38.6%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $512 Shares 573 Est. Cost $676.05 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $509 Shares 533 Est. Cost $43.46 Unrealized +40.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $506 Shares 11,116 Est. Cost $63.51 Unrealized -35.8%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $500 Shares 4,649 Est. Cost $124.84 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.0%
Value ($000) $494 Shares 14,601 Est. Cost $50.75 Unrealized
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value ($000) $492 Shares 11,830 Est. Cost $41.52 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $484 Shares 4,247 Est. Cost $73.89 Unrealized +40.7%
FIVN FIVE9 INC COM 0.0%
Value ($000) $481 Shares 5,835 Est. Cost $62.76 Unrealized +6.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $481 Shares 10,109 Est. Cost $32.24 Unrealized +11.3%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $480 Shares 27,020 Est. Cost $19.58 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $478 Shares 9,172 Est. Cost $54.39 Unrealized
VERITIV CORP COM 0.0%
Value ($000) $477 Shares 3,800 Est. Cost $125.61 Unrealized
RXST RXSIGHT INC COM 0.0%
Value ($000) $475 Shares 16,500 Est. Cost $22.24 Unrealized 0.0%
FTAI FTAI AVIATION LTD SHS 0.0%
Value ($000) $475 Shares 14,993 Est. Cost $15.67 Unrealized +73.1%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $470 Shares 4,868 Est. Cost $97.38 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $470 Shares 6,096 Est. Cost $55.47 Unrealized +30.9%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $468 Shares 22,502 Est. Cost $28.33 Unrealized
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $451 Shares 8,753 Est. Cost $46.87 Unrealized 0.0%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $450 Shares 36,832 Est. Cost $15.62 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $445 Shares 6,670 Est. Cost $249.84 Unrealized -72.8%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $443 Shares 5,902 Est. Cost $70.07 Unrealized
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $442 Shares 6,635 Est. Cost $67.54 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $433 Shares 8,560 Est. Cost $49.54 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $431 Shares 23,005 Est. Cost $25.21 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $429 Shares 8,482 Est. Cost $37.74 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $427 Shares 16,305 Est. Cost $24.74 Unrealized -6.6%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $423 Shares 6,803 Est. Cost $60.77 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $421 Shares 2,424 Est. Cost $153.58 Unrealized +9.2%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $419 Shares 35,217 Est. Cost $17.54 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $419 Shares 1,470 Est. Cost $242.63 Unrealized +22.8%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $415 Shares 8,917 Est. Cost $50.50 Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $411 Shares 5,900 Est. Cost $68.04 Unrealized -0.8%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $406 Shares 5,403 Est. Cost $77.18 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $398 Shares 4,913 Est. Cost $81.08 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $394 Shares 3,565 Est. Cost $110.45 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $392 Shares 4,332 Est. Cost $78.30 Unrealized +2.3%
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $389 Shares 3,032 Est. Cost $154.07 Unrealized -24.1%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $387 Shares 9,341 Est. Cost $41.95 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $383 Shares 10,925 Est. Cost $37.12 Unrealized -17.6%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $382 Shares 49,000 Est. Cost $8.02 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $381 Shares 1,681 Est. Cost $202.26 Unrealized -1.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $376 Shares 965 Est. Cost $292.55 Unrealized +12.3%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $372 Shares 17,908 Est. Cost $24.92 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $372 Shares 1,525 Est. Cost $246.68 Unrealized
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $371 Shares 12,715 Est. Cost $36.37 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $365 Shares 5,108 Est. Cost $59.88 Unrealized -0.4%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $364 Shares 3,198 Est. Cost $130.50 Unrealized -21.5%
MAS MASCO CORP COM 0.0%
Value ($000) $363 Shares 6,324 Est. Cost $56.16 Unrealized -11.1%
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $360 Shares 1,492 Est. Cost $230.15 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.0%
Value ($000) $358 Shares 32,713 Est. Cost $10.93 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $355 Shares 4,024 Est. Cost $82.78 Unrealized +1.6%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $351 Shares 7,459 Est. Cost $46.41 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $347 Shares 3,441 Est. Cost $93.99 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $344 Shares 1,133 Est. Cost $204.68 Unrealized +32.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $343 Shares 1,003 Est. Cost $243.92 Unrealized +24.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $338 Shares 5,311 Est. Cost $56.91 Unrealized +3.7%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value ($000) $336 Shares 14,220 Est. Cost $23.60 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $334 Shares 5,959 Est. Cost $60.42 Unrealized -14.9%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $333 Shares 748 Est. Cost $294.12 Unrealized +50.5%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $330 Shares 5,116 Est. Cost $34.15 Unrealized +65.5%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $328 Shares 2,012 Est. Cost $224.37 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $326 Shares 12,271 Est. Cost $13.92 Unrealized +65.6%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $325 Shares 2,019 Est. Cost $153.23 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $324 Shares 447 Est. Cost $572.73 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $321 Shares 6,236 Est. Cost $50.77 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $320 Shares 6,001 Est. Cost $41.25 Unrealized +9.7%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $317 Shares 8,700 Est. Cost $33.82 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value ($000) $312 Shares 5,113 Est. Cost $55.22 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $310 Shares 37,584 Est. Cost $13.82 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $308 Shares 7,680 Est. Cost $40.09 Unrealized
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $307 Shares 11,329 Est. Cost $28.11 Unrealized -4.7%
REATA PHARMACEUTICALS INC CL A 0.0%
Value ($000) $306 Shares 3,000 Est. Cost $90.92 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $304 Shares 9,204 Est. Cost $38.69 Unrealized -26.6%
DE DEERE & CO COM 0.0%
Value ($000) $303 Shares 748 Est. Cost $289.61 Unrealized +27.0%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $301 Shares 4,835 Est. Cost $86.78 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $300 Shares 20,145 Est. Cost $14.64 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $297 Shares 1,777 Est. Cost $144.60 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $296 Shares 2,965 Est. Cost $100.83 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $295 Shares 2,026 Est. Cost $55.63 Unrealized +23.6%
O REALTY INCOME CORP COM 0.0%
Value ($000) $292 Shares 4,882 Est. Cost $49.64 Unrealized +5.9%
RPM RPM INTL INC COM 0.0%
Value ($000) $289 Shares 3,224 Est. Cost $88.13 Unrealized -6.8%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $288 Shares 5,346 Est. Cost $54.36 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $287 Shares 630 Est. Cost $362.24 Unrealized +19.8%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $286 Shares 4,739 Est. Cost $57.92 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $286 Shares 2,495 Est. Cost $85.26 Unrealized +22.5%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $285 Shares 1,681 Est. Cost $210.13 Unrealized -10.9%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $283 Shares 10,427 Est. Cost $22.21 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $280 Shares 5,100 Est. Cost $54.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $280 Shares 1,772 Est. Cost $157.05 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value ($000) $278 Shares 15,377 Est. Cost $40.82 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $278 Shares 13,120 Est. Cost $20.99 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $275 Shares 3,385 Est. Cost $71.08 Unrealized +11.8%
BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $273 Shares 5,911 Est. Cost $45.79 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $272 Shares 13,532 Est. Cost $19.97 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $271 Shares 4,954 Est. Cost $99.05 Unrealized -48.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $270 Shares 533 Est. Cost $507.44 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $269 Shares 6,435 Est. Cost $39.69 Unrealized -4.8%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $269 Shares 204 Est. Cost $140.56 Unrealized +10.5%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $268 Shares 4,664 Est. Cost $32.44 Unrealized +56.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $267 Shares 3,799 Est. Cost $47.88 Unrealized +36.4%
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $267 Shares 2,634 Est. Cost $113.14 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $265 Shares 1,348 Est. Cost $274.78 Unrealized -26.6%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $263 Shares 5,863 Est. Cost $31.53 Unrealized +33.5%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $261 Shares 2,240 Est. Cost $87.74 Unrealized +25.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $261 Shares 4,000 Est. Cost $59.72 Unrealized -0.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $261 Shares 5,651 Est. Cost $50.91 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $261 Shares 1,714 Est. Cost $177.56 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $261 Shares 1,496 Est. Cost $142.37 Unrealized +9.7%
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $260 Shares 4,664 Est. Cost $49.15 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $259 Shares 1,601 Est. Cost $159.39 Unrealized
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $259 Shares 11,500 Est. Cost $25.15 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $256 Shares 2,375 Est. Cost $79.96 Unrealized +9.4%
NI NISOURCE INC COM 0.0%
Value ($000) $256 Shares 9,360 Est. Cost $25.49 Unrealized 0.0%
MITT AG MTG INVT TR INC COM NEW 0.0%
Value ($000) $256 Shares 41,800 Est. Cost $6.12 Unrealized
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $256 Shares 5,346 Est. Cost $48.47 Unrealized
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF 0.0%
Value ($000) $256 Shares 9,073 Est. Cost $29.56 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $254 Shares 1,300 Est. Cost $158.08 Unrealized +31.0%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $253 Shares 1,915 Est. Cost $128.10 Unrealized 0.0%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $252 Shares 30,609 Est. Cost $10.36 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $251 Shares 4,430 Est. Cost $45.77 Unrealized +10.2%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $250 Shares 5,181 Est. Cost $50.57 Unrealized -10.1%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $250 Shares 15,669 Est. Cost $17.25 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $244 Shares 1,637 Est. Cost $114.00 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $243 Shares 4,245 Est. Cost $35.03 Unrealized +61.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $241 Shares 3,368 Est. Cost $25.08 Unrealized +8.4%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $240 Shares 4,668 Est. Cost $52.68 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $240 Shares 8,484 Est. Cost $25.94 Unrealized -1.6%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $236 Shares 4,594 Est. Cost $46.62 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $236 Shares 184 Est. Cost $734.82 Unrealized +55.9%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $235 Shares 2,410 Est. Cost $45.78 Unrealized +3.0%
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $234 Shares 46,613 Est. Cost $10.99 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $233 Shares 1,355 Est. Cost $181.72 Unrealized -7.5%
NUE NUCOR CORP COM 0.0%
Value ($000) $233 Shares 1,419 Est. Cost $152.30 Unrealized -7.9%
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $233 Shares 2,951 Est. Cost $75.56 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $229 Shares 4,242 Est. Cost $52.07 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value ($000) $229 Shares 2,000 Est. Cost $128.81 Unrealized 0.0%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $229 Shares 3,616 Est. Cost $65.00 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $228 Shares 6,100 Est. Cost $30.88 Unrealized +4.0%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $227 Shares 11,913 Est. Cost $19.00 Unrealized
RACE FERRARI N V COM 0.0%
Value ($000) $225 Shares 693 Est. Cost $291.36 Unrealized 0.0%
KLAC KLA CORP COM NEW 0.0%
Value ($000) $225 Shares 464 Est. Cost $407.84 Unrealized 0.0%
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $224 Shares 5,750 Est. Cost $36.17 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $223 Shares 7,041 Est. Cost $43.81 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $222 Shares 1,135 Est. Cost $191.74 Unrealized -5.7%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $221 Shares 2,627 Est. Cost $84.17 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $220 Shares 2,330 Est. Cost $82.71 Unrealized 0.0%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value ($000) $220 Shares 4,693 Est. Cost $44.36 Unrealized -1.4%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $217 Shares 869 Est. Cost $198.70 Unrealized +10.5%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $216 Shares 2,078 Est. Cost $106.28 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $216 Shares 1,157 Est. Cost $167.31 Unrealized 0.0%
AEE AMEREN CORP COM 0.0%
Value ($000) $214 Shares 2,625 Est. Cost $75.47 Unrealized +4.2%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $214 Shares 18,463 Est. Cost $16.59 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $214 Shares 332 Est. Cost $643.39 Unrealized
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $213 Shares 4,362 Est. Cost $48.84 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $212 Shares 2,967 Est. Cost $52.13 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $211 Shares 2,826 Est. Cost $49.93 Unrealized 0.0%
MTB M & T BK CORP COM 0.0%
Value ($000) $210 Shares 1,693 Est. Cost $149.08 Unrealized -25.8%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $209 Shares 1,931 Est. Cost $108.31 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $206 Shares 2,775 Est. Cost $71.35 Unrealized -3.9%
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $202 Shares 12,972 Est. Cost $20.43 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $201 Shares 1,124 Est. Cost $179.11 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $200 Shares 25,498 Est. Cost $5.38 Unrealized +4.5%
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $200 Shares 19,123 Est. Cost $12.89 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $192 Shares 18,057 Est. Cost $14.21 Unrealized
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $185 Shares 51,300 Est. Cost $4.44 Unrealized -27.0%
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $184 Shares 20,330 Est. Cost $10.24 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $178 Shares 19,188 Est. Cost $20.53 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $171 Shares 19,348 Est. Cost $13.80 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $166 Shares 10,000 Est. Cost $12.52 Unrealized +13.7%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $152 Shares 12,129 Est. Cost $18.55 Unrealized -30.0%
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $147 Shares 46,600 Est. Cost $4.23 Unrealized
BCAB BIOATLA INC COM 0.0%
Value ($000) $147 Shares 49,000 Est. Cost $3.44 Unrealized 0.0%
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $137 Shares 11,681 Est. Cost $19.26 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $137 Shares 10,304 Est. Cost $15.05 Unrealized -10.1%
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $130 Shares 10,000 Est. Cost $16.03 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $121 Shares 10,600 Est. Cost $11.68 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $118 Shares 15,216 Est. Cost $7.58 Unrealized +4.9%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $110 Shares 50,850 Est. Cost $2.88 Unrealized -45.6%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $109 Shares 54,700 Est. Cost $3.07 Unrealized -35.2%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $104 Shares 22,937 Est. Cost $6.16 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $100 Shares 12,048 Est. Cost $15.50 Unrealized -57.9%
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $92 Shares 15,322 Est. Cost $2.65 Unrealized
CLOUGH GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $89 Shares 15,987 Est. Cost $11.67 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $83 Shares 11,043 Est. Cost $9.10 Unrealized
FLUENT INC COM 0.0%
Value ($000) $65 Shares 104,148 Est. Cost $1.51 Unrealized
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $55 Shares 14,993 Est. Cost $2.55 Unrealized +19.9%
ORGO ORGANOGENESIS HLDGS INC COM 0.0%
Value ($000) $40 Shares 12,000 Est. Cost $2.92 Unrealized +1.3%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $32 Shares 10,002 Est. Cost $3.18 Unrealized
OUTLOOK THERAPEUTICS INC COM NEW 0.0%
Value ($000) $17 Shares 10,000 Est. Cost $1.40 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $13 Shares 117,775 Est. Cost $0.39 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $11 Shares 25,600 Est. Cost $454.20 Unrealized
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $9.38 Unrealized +41.7%
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 130,665 Est. Cost $5.65 Unrealized