TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 31, 2023

Total Value ($000): $1,025,790 (100.0% shares, 0.0% debt)

Holdings (490)

AAPL APPLE INC COM 8.9%
Value ($000) $90,892 Shares 530,880 Est. Cost $110.07 Unrealized +64.7%
OBDC BLUE OWL CAPITAL CORPORATION COM 5.3%
Value ($000) $54,836 Shares 3,959,273 Est. Cost $8.91 Unrealized +16.8%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $33,783 Shares 106,994 Est. Cost $214.76 Unrealized +51.1%
MRK MERCK & CO INC COM 2.9%
Value ($000) $29,919 Shares 290,619 Est. Cost $66.14 Unrealized +51.0%
OWL BLUE OWL CAPITAL INC COM CL A 2.1%
Value ($000) $21,654 Shares 1,670,824 Est. Cost $11.49 Unrealized +3.9%
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $17,543 Shares 112,636 Est. Cost $142.17 Unrealized +7.8%
IVV ISHARES CORE S&P 500 ETF 1.3%
Value ($000) $13,556 Shares 31,567 Est. Cost $386.69 Unrealized
AMZN AMAZON COM INC COM 1.3%
Value ($000) $13,100 Shares 103,053 Est. Cost $127.25 Unrealized +5.3%
QQQ INVESCO QQQ TRUST SERIES I 1.2%
Value ($000) $12,720 Shares 35,504 Est. Cost $247.71 Unrealized
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $11,633 Shares 98,938 Est. Cost $57.16 Unrealized +76.7%
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $11,496 Shares 79,272 Est. Cost $136.92 Unrealized +3.9%
SPY SPDR S&P 500 ETF TRUST 1.1%
Value ($000) $11,187 Shares 26,170 Est. Cost $453.11 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 1.1%
Value ($000) $11,027 Shares 403,049 Est. Cost $17.54 Unrealized +21.7%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.1%
Value ($000) $10,916 Shares 105,657 Est. Cost $91.66 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 1.0%
Value ($000) $9,824 Shares 140,465 Est. Cost $178.20 Unrealized -61.0%
SPGI S&P GLOBAL INC COM 0.9%
Value ($000) $9,650 Shares 26,410 Est. Cost $417.17 Unrealized -7.5%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.9%
Value ($000) $9,516 Shares 96,635 Est. Cost $116.01 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $9,308 Shares 71,128 Est. Cost $109.49 Unrealized +17.3%
FSK FS KKR CAP CORP COM 0.9%
Value ($000) $9,232 Shares 468,865 Est. Cost $12.05 Unrealized +15.2%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $9,004 Shares 68,292 Est. Cost $110.13 Unrealized +17.2%
HD HOME DEPOT INC COM 0.9%
Value ($000) $8,782 Shares 29,064 Est. Cost $233.16 Unrealized +29.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.9%
Value ($000) $8,780 Shares 56,503 Est. Cost $151.77 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.8%
Value ($000) $8,512 Shares 51,923 Est. Cost $156.79 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.8%
Value ($000) $8,295 Shares 64,431 Est. Cost $131.74 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $8,051 Shares 57,384 Est. Cost $110.54 Unrealized +19.2%
LLY ELI LILLY & CO COM 0.8%
Value ($000) $7,759 Shares 14,445 Est. Cost $191.67 Unrealized +164.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $7,518 Shares 21,461 Est. Cost $221.31 Unrealized +60.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $7,180 Shares 123,714 Est. Cost $45.68 Unrealized +19.0%
BX BLACKSTONE INC COM 0.7%
Value ($000) $6,779 Shares 63,275 Est. Cost $63.42 Unrealized +53.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $6,632 Shares 103,056 Est. Cost $69.82 Unrealized
V VISA INC COM CL A 0.6%
Value ($000) $6,532 Shares 28,399 Est. Cost $221.65 Unrealized +6.6%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $6,487 Shares 73,259 Est. Cost $93.09 Unrealized
VV VANGUARD LARGE-CAP ETF 0.6%
Value ($000) $6,311 Shares 32,250 Est. Cost $195.52 Unrealized
NVDA NVIDIA CORPORATION COM 0.6%
Value ($000) $5,813 Shares 13,363 Est. Cost $23.45 Unrealized +90.9%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.6%
Value ($000) $5,797 Shares 111,763 Est. Cost $54.80 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $5,682 Shares 23,619 Est. Cost $158.57 Unrealized +45.8%
META META PLATFORMS INC CL A 0.5%
Value ($000) $5,640 Shares 18,786 Est. Cost $247.55 Unrealized +20.9%
AVGO BROADCOM INC COM 0.5%
Value ($000) $5,545 Shares 6,676 Est. Cost $37.32 Unrealized +125.0%
VTV VANGUARD VALUE ETF 0.5%
Value ($000) $5,488 Shares 39,791 Est. Cost $130.34 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.5%
Value ($000) $5,432 Shares 91,633 Est. Cost $67.54 Unrealized
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $5,321 Shares 36,480 Est. Cost $112.39 Unrealized +28.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $4,958 Shares 23,340 Est. Cost $193.42 Unrealized
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $4,956 Shares 29,390 Est. Cost $85.90 Unrealized +69.7%
VPL VANGUARD FTSE PACIFIC ETF 0.5%
Value ($000) $4,797 Shares 71,726 Est. Cost $69.25 Unrealized
AGNC AGNC INVT CORP COM 0.5%
Value ($000) $4,768 Shares 505,059 Est. Cost $10.07 Unrealized
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $4,566 Shares 58,266 Est. Cost $94.91 Unrealized -18.0%
PEP PEPSICO INC COM 0.4%
Value ($000) $4,556 Shares 26,891 Est. Cost $126.51 Unrealized +32.1%
MBB ISHARES MBS ETF 0.4%
Value ($000) $4,542 Shares 51,145 Est. Cost $98.52 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.4%
Value ($000) $4,449 Shares 47,376 Est. Cost $102.46 Unrealized
TSLA TESLA INC COM 0.4%
Value ($000) $4,447 Shares 17,771 Est. Cost $248.01 Unrealized +3.6%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $4,138 Shares 15,708 Est. Cost $194.42 Unrealized +38.6%
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $4,120 Shares 8,172 Est. Cost $422.87 Unrealized +11.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $4,010 Shares 58,273 Est. Cost $69.72 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,995 Shares 60,926 Est. Cost $72.93 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.4%
Value ($000) $3,965 Shares 78,804 Est. Cost $50.27 Unrealized
GLD SPDR GOLD SHARES 0.4%
Value ($000) $3,949 Shares 23,031 Est. Cost $171.13 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.4%
Value ($000) $3,934 Shares 34,766 Est. Cost $114.78 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,869 Shares 24,033 Est. Cost $189.36 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $3,834 Shares 42,422 Est. Cost $71.94 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.4%
Value ($000) $3,829 Shares 87,586 Est. Cost $49.57 Unrealized
CMCSA COMCAST CORP NEW CL A 0.4%
Value ($000) $3,775 Shares 85,144 Est. Cost $39.90 Unrealized +4.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $3,745 Shares 7,398 Est. Cost $448.68 Unrealized +17.9%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.4%
Value ($000) $3,720 Shares 7 Est. Cost $422631.30 Unrealized +27.5%
ORCL ORACLE CORP COM 0.4%
Value ($000) $3,710 Shares 35,030 Est. Cost $83.26 Unrealized +35.5%
FOLD AMICUS THERAPEUTICS INC COM 0.3%
Value ($000) $3,484 Shares 286,504 Est. Cost $14.80 Unrealized -12.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,469 Shares 39,112 Est. Cost $106.80 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $3,455 Shares 64,260 Est. Cost $39.96 Unrealized +25.9%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $3,434 Shares 21,596 Est. Cost $128.13 Unrealized +24.0%
DOCU DOCUSIGN INC COM 0.3%
Value ($000) $3,430 Shares 81,676 Est. Cost $207.56 Unrealized -76.4%
BLACKROCK CAP INVT CORP COM 0.3%
Value ($000) $3,422 Shares 922,305 Est. Cost $3.88 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $3,302 Shares 22,149 Est. Cost $76.46 Unrealized +77.0%
CHD CHURCH & DWIGHT CO INC COM 0.3%
Value ($000) $3,232 Shares 35,275 Est. Cost $68.10 Unrealized +36.7%
COF CAPITAL ONE FINL CORP COM 0.3%
Value ($000) $3,148 Shares 32,434 Est. Cost $87.35 Unrealized +18.0%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $3,042 Shares 7,746 Est. Cost $374.52 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,019 Shares 16,340 Est. Cost $156.99 Unrealized +10.7%
BLACKROCK INC COM 0.3%
Value ($000) $2,994 Shares 4,630 Est. Cost $639.15 Unrealized
UNP UNION PAC CORP COM 0.3%
Value ($000) $2,967 Shares 14,573 Est. Cost $201.23 Unrealized +2.4%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $2,895 Shares 13,576 Est. Cost $154.18 Unrealized +36.0%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.3%
Value ($000) $2,882 Shares 56,806 Est. Cost $50.62 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $2,870 Shares 57,100 Est. Cost $49.87 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $2,849 Shares 10,602 Est. Cost $204.73 Unrealized +13.3%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $2,779 Shares 10,205 Est. Cost $247.68 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $2,756 Shares 23,966 Est. Cost $123.55 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $2,755 Shares 57,883 Est. Cost $55.03 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.3%
Value ($000) $2,709 Shares 53,831 Est. Cost $50.20 Unrealized
AMLP ALERIAN MLP ETF 0.3%
Value ($000) $2,633 Shares 62,385 Est. Cost $31.73 Unrealized
CRM SALESFORCE INC COM 0.3%
Value ($000) $2,616 Shares 12,903 Est. Cost $240.25 Unrealized -11.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $2,615 Shares 6,303 Est. Cost $418.26 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.3%
Value ($000) $2,613 Shares 60,196 Est. Cost $44.44 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $2,578 Shares 75,915 Est. Cost $63.17 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.3%
Value ($000) $2,577 Shares 29,860 Est. Cost $94.15 Unrealized
WINN HARBOR LONG-TERM GROWERS ETF 0.2%
Value ($000) $2,563 Shares 143,652 Est. Cost $18.28 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.2%
Value ($000) $2,553 Shares 24,893 Est. Cost $105.52 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,532 Shares 42,959 Est. Cost $68.26 Unrealized
GM GENERAL MTRS CO COM 0.2%
Value ($000) $2,529 Shares 76,692 Est. Cost $37.55 Unrealized -7.7%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $2,505 Shares 10,095 Est. Cost $190.60 Unrealized +15.5%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.2%
Value ($000) $2,495 Shares 88,640 Est. Cost $50.01 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $2,473 Shares 8,051 Est. Cost $290.20 Unrealized +4.9%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.2%
Value ($000) $2,455 Shares 29,787 Est. Cost $82.44 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $2,431 Shares 27,352 Est. Cost $66.06 Unrealized +29.2%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $2,325 Shares 47,945 Est. Cost $48.50 Unrealized
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $2,307 Shares 31,599 Est. Cost $87.23 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.2%
Value ($000) $2,290 Shares 52,889 Est. Cost $54.07 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $2,271 Shares 17,235 Est. Cost $123.50 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.2%
Value ($000) $2,271 Shares 67,574 Est. Cost $35.95 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $2,258 Shares 46,146 Est. Cost $49.10 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.2%
Value ($000) $2,251 Shares 49,109 Est. Cost $46.83 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $2,242 Shares 6,693 Est. Cost $348.24 Unrealized
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $2,222 Shares 134,027 Est. Cost $13.38 Unrealized +14.1%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value ($000) $2,213 Shares 59,983 Est. Cost $36.90 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.2%
Value ($000) $2,169 Shares 12,984 Est. Cost $87.76 Unrealized +90.6%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $2,161 Shares 9,781 Est. Cost $187.03 Unrealized +12.9%
MAINSTAY MACKAY DEFINEDTERM MU COM 0.2%
Value ($000) $2,136 Shares 134,079 Est. Cost $20.79 Unrealized
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $2,116 Shares 25,907 Est. Cost $55.17 Unrealized +45.5%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $2,108 Shares 51,600 Est. Cost $27.98 Unrealized +45.4%
ARCC ARES CAPITAL CORP COM 0.2%
Value ($000) $2,103 Shares 108,020 Est. Cost $9.86 Unrealized +57.0%
PFE PFIZER INC COM 0.2%
Value ($000) $2,099 Shares 63,289 Est. Cost $28.77 Unrealized +6.3%
KO COCA COLA CO COM 0.2%
Value ($000) $2,094 Shares 37,411 Est. Cost $49.36 Unrealized +12.9%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,083 Shares 25,704 Est. Cost $134.29 Unrealized -37.9%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $2,067 Shares 9,926 Est. Cost $219.60 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,065 Shares 36,052 Est. Cost $72.09 Unrealized -10.6%
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value ($000) $2,048 Shares 10,760 Est. Cost $115.23 Unrealized +60.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $2,026 Shares 61,075 Est. Cost $36.87 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.2%
Value ($000) $1,978 Shares 27,619 Est. Cost $87.57 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $1,967 Shares 25,892 Est. Cost $93.15 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $1,930 Shares 54,283 Est. Cost $47.59 Unrealized -28.1%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.2%
Value ($000) $1,915 Shares 38,438 Est. Cost $56.14 Unrealized
PGX INVESCO PREFERRED ETF 0.2%
Value ($000) $1,882 Shares 171,855 Est. Cost $12.40 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,871 Shares 40,677 Est. Cost $43.69 Unrealized +4.6%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.2%
Value ($000) $1,866 Shares 25,786 Est. Cost $68.39 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,853 Shares 3,280 Est. Cost $404.18 Unrealized +31.7%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $1,851 Shares 6,774 Est. Cost $237.65 Unrealized +17.8%
MCO MOODYS CORP COM 0.2%
Value ($000) $1,848 Shares 5,844 Est. Cost $318.44 Unrealized +4.8%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.2%
Value ($000) $1,827 Shares 63,628 Est. Cost $29.23 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $1,814 Shares 11,345 Est. Cost $44.32 Unrealized +16.9%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $1,790 Shares 10,883 Est. Cost $189.84 Unrealized -11.7%
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.2%
Value ($000) $1,754 Shares 34,921 Est. Cost $55.44 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $1,737 Shares 32,425 Est. Cost $54.56 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.2%
Value ($000) $1,729 Shares 87,172 Est. Cost $13.38 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $1,693 Shares 15,726 Est. Cost $117.03 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $1,691 Shares 61,752 Est. Cost $27.16 Unrealized +2.4%
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $1,689 Shares 21,033 Est. Cost $99.04 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $1,688 Shares 4,263 Est. Cost $352.61 Unrealized +12.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,655 Shares 6,222 Est. Cost $242.08 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $1,637 Shares 7,875 Est. Cost $179.29 Unrealized +19.9%
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $1,625 Shares 5,735 Est. Cost $249.46 Unrealized +10.2%
COR CENCORA INC COM 0.2%
Value ($000) $1,624 Shares 9,022 Est. Cost $160.67 Unrealized +12.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $1,618 Shares 14,706 Est. Cost $89.17 Unrealized +24.7%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,608 Shares 17,620 Est. Cost $76.25 Unrealized +21.3%
UPWK UPWORK INC COM 0.2%
Value ($000) $1,576 Shares 138,754 Est. Cost $48.74 Unrealized -74.5%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $1,544 Shares 8,165 Est. Cost $190.95 Unrealized
RTX RTX CORPORATION COM 0.1%
Value ($000) $1,525 Shares 21,191 Est. Cost $73.16 Unrealized +11.0%
IVOL QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF 0.1%
Value ($000) $1,508 Shares 73,370 Est. Cost $20.56 Unrealized
ILMN ILLUMINA INC COM 0.1%
Value ($000) $1,493 Shares 10,876 Est. Cost $303.09 Unrealized -45.8%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $1,484 Shares 2,145 Est. Cost $426.10 Unrealized +66.3%
KFY KORN FERRY COM NEW 0.1%
Value ($000) $1,464 Shares 30,870 Est. Cost $47.96 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,464 Shares 37,803 Est. Cost $28.94 Unrealized
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $1,461 Shares 12,070 Est. Cost $90.52 Unrealized +25.5%
MMM 3M CO COM 0.1%
Value ($000) $1,447 Shares 15,458 Est. Cost $118.51 Unrealized -32.9%
BA BOEING CO COM 0.1%
Value ($000) $1,432 Shares 7,469 Est. Cost $187.27 Unrealized +16.8%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $1,414 Shares 21,788 Est. Cost $58.30 Unrealized +3.4%
ADBE ADOBE INC COM 0.1%
Value ($000) $1,381 Shares 2,709 Est. Cost $502.11 Unrealized +4.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $1,372 Shares 14,549 Est. Cost $91.83 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,353 Shares 19,031 Est. Cost $67.91 Unrealized +4.4%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,347 Shares 11,243 Est. Cost $52.16 Unrealized +106.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $1,325 Shares 15,281 Est. Cost $127.10 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $1,308 Shares 7,303 Est. Cost $142.54 Unrealized +19.5%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,298 Shares 11,687 Est. Cost $113.64 Unrealized -3.2%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,286 Shares 8,908 Est. Cost $113.38 Unrealized +27.4%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,281 Shares 10,478 Est. Cost $131.03 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,279 Shares 4,684 Est. Cost $185.40 Unrealized +41.0%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.1%
Value ($000) $1,274 Shares 30,285 Est. Cost $50.03 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.1%
Value ($000) $1,260 Shares 114,688 Est. Cost $10.97 Unrealized
KVUE KENVUE INC COM 0.1%
Value ($000) $1,260 Shares 62,758 Est. Cost $21.04 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,259 Shares 38,836 Est. Cost $41.66 Unrealized -30.4%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $1,247 Shares 4,999 Est. Cost $238.87 Unrealized
BAR GRANITESHARES GOLD SHARES 0.1%
Value ($000) $1,242 Shares 67,965 Est. Cost $18.74 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,236 Shares 4,783 Est. Cost $241.97 Unrealized +6.7%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $1,234 Shares 4,840 Est. Cost $243.65 Unrealized +7.6%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $1,203 Shares 28,490 Est. Cost $45.82 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.1%
Value ($000) $1,201 Shares 8,477 Est. Cost $143.95 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $1,182 Shares 16,933 Est. Cost $61.20 Unrealized +5.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,180 Shares 11,642 Est. Cost $102.81 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,173 Shares 11,512 Est. Cost $85.40 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,168 Shares 10,563 Est. Cost $57.98 Unrealized +52.9%
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $1,148 Shares 11,134 Est. Cost $84.45 Unrealized +31.6%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,143 Shares 16,466 Est. Cost $50.62 Unrealized +32.8%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $1,139 Shares 9,119 Est. Cost $86.79 Unrealized +44.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.1%
Value ($000) $1,137 Shares 15,124 Est. Cost $81.95 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $1,114 Shares 18,487 Est. Cost $60.16 Unrealized +3.6%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $1,109 Shares 16,211 Est. Cost $68.03 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $1,105 Shares 29,249 Est. Cost $28.83 Unrealized +29.2%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,090 Shares 3,810 Est. Cost $176.25 Unrealized +54.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.1%
Value ($000) $1,072 Shares 48,628 Est. Cost $25.34 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $1,070 Shares 34,804 Est. Cost $29.63 Unrealized +3.2%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,067 Shares 4,550 Est. Cost $80.68 Unrealized +46.7%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,066 Shares 15,988 Est. Cost $71.61 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.1%
Value ($000) $1,062 Shares 41,877 Est. Cost $21.77 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $1,062 Shares 51,375 Est. Cost $21.37 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $1,061 Shares 7,109 Est. Cost $146.92 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $1,038 Shares 9,607 Est. Cost $102.00 Unrealized +1.2%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,036 Shares 4,837 Est. Cost $204.74 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $1,035 Shares 6,999 Est. Cost $115.89 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $1,032 Shares 38,364 Est. Cost $31.81 Unrealized
T AT&T INC COM 0.1%
Value ($000) $1,027 Shares 68,360 Est. Cost $16.52 Unrealized -21.6%
BBUS JP MORGAN BETABUILDERS U.S. EQUITY ETF 0.1%
Value ($000) $1,022 Shares 13,256 Est. Cost $81.26 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $1,011 Shares 9,147 Est. Cost $152.13 Unrealized -23.5%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $999 Shares 10,530 Est. Cost $99.44 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $996 Shares 23,680 Est. Cost $30.02 Unrealized +21.3%
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $993 Shares 29,518 Est. Cost $22.94 Unrealized +33.0%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $992 Shares 9,364 Est. Cost $99.52 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $980 Shares 69,844 Est. Cost $10.61 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $974 Shares 19,257 Est. Cost $53.74 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $974 Shares 9,337 Est. Cost $118.56 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $965 Shares 10,540 Est. Cost $99.58 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $965 Shares 99,710 Est. Cost $13.98 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $962 Shares 7,478 Est. Cost $140.83 Unrealized -6.7%
SBR SABINE RTY TR UNIT BEN INT 0.1%
Value ($000) $954 Shares 14,480 Est. Cost $71.81 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $942 Shares 31,254 Est. Cost $34.10 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $925 Shares 4,623 Est. Cost $223.40 Unrealized -6.6%
JVAL JPMORGAN U.S. VALUE FACTOR ETF 0.1%
Value ($000) $905 Shares 26,115 Est. Cost $37.09 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $893 Shares 4,398 Est. Cost $41.33 Unrealized +0.6%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $892 Shares 21,699 Est. Cost $42.21 Unrealized -4.1%
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.1%
Value ($000) $887 Shares 15,541 Est. Cost $61.57 Unrealized
SNOW SNOWFLAKE INC CL A 0.1%
Value ($000) $865 Shares 5,664 Est. Cost $196.33 Unrealized -17.1%
NKE NIKE INC CL B 0.1%
Value ($000) $865 Shares 9,045 Est. Cost $123.30 Unrealized -20.3%
CB CHUBB LIMITED COM 0.1%
Value ($000) $856 Shares 4,112 Est. Cost $172.97 Unrealized +13.8%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $830 Shares 18,767 Est. Cost $48.71 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.1%
Value ($000) $830 Shares 23,548 Est. Cost $23.65 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $823 Shares 2,211 Est. Cost $322.30 Unrealized +14.5%
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $819 Shares 28,621 Est. Cost $44.81 Unrealized -39.4%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $817 Shares 8,003 Est. Cost $112.63 Unrealized
GABELLI DIVID & INCOME TR COM 0.1%
Value ($000) $803 Shares 41,305 Est. Cost $22.49 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $797 Shares 3,173 Est. Cost $170.73 Unrealized +46.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $795 Shares 8,206 Est. Cost $106.45 Unrealized -5.6%
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $788 Shares 15,869 Est. Cost $57.09 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.1%
Value ($000) $764 Shares 13,192 Est. Cost $61.08 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $762 Shares 10,660 Est. Cost $81.84 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $747 Shares 7,123 Est. Cost $80.86 Unrealized
BLACKROCK CAP ALLOCATION TERM COM 0.1%
Value ($000) $746 Shares 51,482 Est. Cost $17.02 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $741 Shares 10,758 Est. Cost $69.46 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $721 Shares 4,520 Est. Cost $158.79 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $719 Shares 9,153 Est. Cost $82.81 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $711 Shares 7,681 Est. Cost $66.49 Unrealized +29.6%
SPGP INVESCO S&P 500 GARP ETF 0.1%
Value ($000) $710 Shares 7,780 Est. Cost $91.24 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $704 Shares 17,053 Est. Cost $37.61 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $700 Shares 1,478 Est. Cost $485.87 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $688 Shares 25,121 Est. Cost $24.51 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $679 Shares 14,344 Est. Cost $54.68 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $676 Shares 2,088 Est. Cost $349.48 Unrealized -9.8%
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $672 Shares 72,336 Est. Cost $11.49 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value ($000) $667 Shares 3,103 Est. Cost $236.01 Unrealized -1.7%
BRC BRADY CORP CL A 0.1%
Value ($000) $660 Shares 12,019 Est. Cost $43.35 Unrealized +14.6%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $657 Shares 6,022 Est. Cost $55.72 Unrealized +82.1%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $655 Shares 5,876 Est. Cost $92.57 Unrealized +11.9%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $647 Shares 7,133 Est. Cost $79.14 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $642 Shares 12,168 Est. Cost $49.06 Unrealized +6.9%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $635 Shares 7,030 Est. Cost $90.40 Unrealized
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.1%
Value ($000) $633 Shares 11,930 Est. Cost $57.77 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.1%
Value ($000) $625 Shares 41,191 Est. Cost $9.25 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $624 Shares 2,355 Est. Cost $198.15 Unrealized +24.5%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $612 Shares 673 Est. Cost $47.47 Unrealized +32.1%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $606 Shares 3,427 Est. Cost $166.34 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $605 Shares 5,830 Est. Cost $120.56 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $601 Shares 26,856 Est. Cost $23.88 Unrealized
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF 0.1%
Value ($000) $597 Shares 21,995 Est. Cost $27.13 Unrealized
BIZD VANECK BDC INCOME ETF 0.1%
Value ($000) $592 Shares 36,900 Est. Cost $16.20 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $591 Shares 3,794 Est. Cost $141.90 Unrealized +6.9%
CME CME GROUP INC COM 0.1%
Value ($000) $590 Shares 2,945 Est. Cost $141.75 Unrealized +27.1%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $584 Shares 7,890 Est. Cost $42.08 Unrealized +86.0%
ANYWHERE REAL ESTATE INC COM 0.1%
Value ($000) $584 Shares 90,797 Est. Cost $16.71 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $565 Shares 1,381 Est. Cost $322.12 Unrealized +28.9%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $562 Shares 8,109 Est. Cost $77.78 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $560 Shares 1,699 Est. Cost $279.40 Unrealized +18.3%
ENVX ENOVIX CORPORATION COM 0.1%
Value ($000) $555 Shares 44,190 Est. Cost $10.50 Unrealized +55.6%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $553 Shares 1,435 Est. Cost $397.83 Unrealized -4.0%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $549 Shares 29,212 Est. Cost $19.91 Unrealized
BLACKROCK MUNIYIELD MICH QU COM 0.1%
Value ($000) $549 Shares 55,288 Est. Cost $13.46 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $544 Shares 1,904 Est. Cost $289.46 Unrealized +2.5%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $542 Shares 3,555 Est. Cost $141.58 Unrealized +10.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $539 Shares 1,427 Est. Cost $53.46 Unrealized -20.7%
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $533 Shares 14,993 Est. Cost $15.67 Unrealized +111.8%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $529 Shares 15,691 Est. Cost $19.32 Unrealized +59.8%
F FORD MTR CO DEL COM 0.1%
Value ($000) $523 Shares 42,074 Est. Cost $11.02 Unrealized +0.7%
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $518 Shares 9,933 Est. Cost $54.83 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $514 Shares 7,981 Est. Cost $60.55 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $511 Shares 34,329 Est. Cost $7.08 Unrealized +121.9%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $507 Shares 48,782 Est. Cost $7.65 Unrealized +31.9%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $500 Shares 4,456 Est. Cost $111.66 Unrealized +1.2%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $495 Shares 3,997 Est. Cost $157.56 Unrealized -15.7%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $494 Shares 6,586 Est. Cost $56.60 Unrealized +24.9%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $493 Shares 4,103 Est. Cost $68.38 Unrealized +51.1%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.0%
Value ($000) $491 Shares 14,601 Est. Cost $50.75 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $490 Shares 22,546 Est. Cost $28.33 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $487 Shares 4,315 Est. Cost $109.52 Unrealized +12.4%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $487 Shares 8,379 Est. Cost $58.15 Unrealized
RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $487 Shares 11,565 Est. Cost $42.08 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $486 Shares 6,233 Est. Cost $68.60 Unrealized +14.7%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.0%
Value ($000) $484 Shares 8,689 Est. Cost $55.72 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $482 Shares 572 Est. Cost $676.05 Unrealized +10.9%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $471 Shares 5,932 Est. Cost $68.04 Unrealized +11.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $466 Shares 4,534 Est. Cost $76.08 Unrealized +42.7%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $463 Shares 2,643 Est. Cost $156.38 Unrealized +13.2%
RXST RXSIGHT INC COM 0.0%
Value ($000) $460 Shares 16,500 Est. Cost $22.24 Unrealized +34.0%
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $460 Shares 102,211 Est. Cost $6.29 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $457 Shares 27,276 Est. Cost $19.58 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $455 Shares 5,615 Est. Cost $81.07 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $453 Shares 9,176 Est. Cost $54.39 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $452 Shares 11,833 Est. Cost $31.99 Unrealized +8.2%
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.0%
Value ($000) $451 Shares 3,988 Est. Cost $113.01 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $439 Shares 11,633 Est. Cost $62.47 Unrealized -35.7%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $437 Shares 4,788 Est. Cost $97.38 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $435 Shares 7,638 Est. Cost $51.64 Unrealized +9.9%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $427 Shares 6,589 Est. Cost $67.54 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $419 Shares 3,054 Est. Cost $154.07 Unrealized -10.4%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $417 Shares 36,832 Est. Cost $15.62 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $415 Shares 9,290 Est. Cost $50.26 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $414 Shares 4,399 Est. Cost $109.73 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $413 Shares 901 Est. Cost $437.72 Unrealized +7.2%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $409 Shares 8,753 Est. Cost $46.87 Unrealized +4.8%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $406 Shares 8,342 Est. Cost $49.54 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $402 Shares 7,034 Est. Cost $60.59 Unrealized -8.9%
BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $400 Shares 9,048 Est. Cost $45.25 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $400 Shares 2,448 Est. Cost $153.58 Unrealized +4.0%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $396 Shares 5,375 Est. Cost $70.07 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $396 Shares 8,291 Est. Cost $37.74 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $392 Shares 3,552 Est. Cost $110.45 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $390 Shares 15,379 Est. Cost $24.74 Unrealized -1.0%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $388 Shares 19,310 Est. Cost $20.01 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $387 Shares 3,155 Est. Cost $115.05 Unrealized +0.0%
REM ISHARES MORTGAGE REAL ESTATE ETF 0.0%
Value ($000) $385 Shares 17,220 Est. Cost $23.38 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $383 Shares 9,341 Est. Cost $41.95 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $376 Shares 2,754 Est. Cost $137.41 Unrealized 0.0%
FIVN FIVE9 INC COM 0.0%
Value ($000) $375 Shares 5,835 Est. Cost $62.76 Unrealized +19.2%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $375 Shares 21,702 Est. Cost $25.21 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $375 Shares 6,867 Est. Cost $40.89 Unrealized +48.2%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $374 Shares 961 Est. Cost $292.55 Unrealized +33.8%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $372 Shares 204 Est. Cost $140.56 Unrealized +30.3%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $371 Shares 49,000 Est. Cost $8.02 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $370 Shares 4,915 Est. Cost $73.07 Unrealized +1.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $369 Shares 4,060 Est. Cost $117.93 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $369 Shares 1,435 Est. Cost $242.63 Unrealized +10.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $359 Shares 3,722 Est. Cost $78.30 Unrealized +16.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $354 Shares 6,055 Est. Cost $249.84 Unrealized -74.0%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $353 Shares 7,634 Est. Cost $46.41 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $352 Shares 9,506 Est. Cost $32.24 Unrealized +31.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $350 Shares 4,032 Est. Cost $92.95 Unrealized
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $343 Shares 12,158 Est. Cost $36.37 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $343 Shares 1,459 Est. Cost $246.68 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $339 Shares 27,697 Est. Cost $12.25 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $339 Shares 2,240 Est. Cost $87.74 Unrealized +51.2%
GLW CORNING INC COM 0.0%
Value ($000) $338 Shares 11,093 Est. Cost $37.02 Unrealized -17.1%
MAS MASCO CORP COM 0.0%
Value ($000) $338 Shares 6,320 Est. Cost $56.16 Unrealized -1.5%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $337 Shares 775 Est. Cost $299.09 Unrealized +46.0%
KKR KKR & CO INC COM 0.0%
Value ($000) $336 Shares 5,459 Est. Cost $60.42 Unrealized -1.1%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $334 Shares 2,416 Est. Cost $125.03 Unrealized +12.3%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $331 Shares 4,114 Est. Cost $82.71 Unrealized -3.6%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $331 Shares 1,681 Est. Cost $202.26 Unrealized +1.4%
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value ($000) $330 Shares 8,075 Est. Cost $41.52 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $329 Shares 8,795 Est. Cost $39.75 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $328 Shares 4,814 Est. Cost $61.99 Unrealized +7.5%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $321 Shares 2,009 Est. Cost $224.37 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $319 Shares 1,832 Est. Cost $180.48 Unrealized -2.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $316 Shares 1,082 Est. Cost $248.91 Unrealized +25.5%
RPM RPM INTL INC COM 0.0%
Value ($000) $314 Shares 3,308 Est. Cost $88.37 Unrealized +10.3%
TWLO TWILIO INC CL A 0.0%
Value ($000) $311 Shares 5,311 Est. Cost $56.91 Unrealized +9.5%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $309 Shares 6,236 Est. Cost $50.77 Unrealized
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $309 Shares 15,908 Est. Cost $24.92 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $306 Shares 1,520 Est. Cost $229.62 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $305 Shares 2,012 Est. Cost $156.42 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $304 Shares 8,700 Est. Cost $33.82 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $299 Shares 1,944 Est. Cost $153.23 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value ($000) $299 Shares 5,234 Est. Cost $55.27 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $299 Shares 2,358 Est. Cost $85.26 Unrealized +37.4%
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $295 Shares 37,766 Est. Cost $13.82 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $295 Shares 5,718 Est. Cost $41.25 Unrealized +12.3%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $293 Shares 6,221 Est. Cost $48.31 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $291 Shares 5,423 Est. Cost $54.35 Unrealized
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $291 Shares 11,329 Est. Cost $28.11 Unrealized -3.4%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 0.0%
Value ($000) $290 Shares 2,895 Est. Cost $100.83 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $289 Shares 2,275 Est. Cost $79.96 Unrealized +36.0%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $288 Shares 5,392 Est. Cost $54.28 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $287 Shares 3,249 Est. Cost $76.91 Unrealized +8.6%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $284 Shares 5,863 Est. Cost $31.53 Unrealized +47.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $283 Shares 4,664 Est. Cost $32.44 Unrealized +74.6%
DE DEERE & CO COM 0.0%
Value ($000) $281 Shares 744 Est. Cost $289.61 Unrealized +37.4%
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $280 Shares 5,187 Est. Cost $49.63 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $279 Shares 4,820 Est. Cost $86.78 Unrealized
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $279 Shares 1,133 Est. Cost $204.68 Unrealized +31.1%
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $277 Shares 5,402 Est. Cost $51.26 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $274 Shares 6,264 Est. Cost $50.20 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $271 Shares 3,997 Est. Cost $59.72 Unrealized +11.2%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $269 Shares 9,140 Est. Cost $13.92 Unrealized +112.2%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $267 Shares 4,833 Est. Cost $99.05 Unrealized -45.1%
O REALTY INCOME CORP COM 0.0%
Value ($000) $263 Shares 5,275 Est. Cost $49.68 Unrealized +1.0%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $259 Shares 11,500 Est. Cost $25.15 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $258 Shares 5,372 Est. Cost $48.10 Unrealized
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $258 Shares 5,263 Est. Cost $48.47 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value ($000) $257 Shares 15,559 Est. Cost $40.53 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $256 Shares 4,666 Est. Cost $46.42 Unrealized +26.0%
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF 0.0%
Value ($000) $256 Shares 8,926 Est. Cost $29.56 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $254 Shares 1,774 Est. Cost $144.60 Unrealized +1.8%
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $254 Shares 2,622 Est. Cost $113.14 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $254 Shares 6,433 Est. Cost $39.69 Unrealized -0.7%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $251 Shares 3,368 Est. Cost $25.08 Unrealized +19.2%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $251 Shares 570 Est. Cost $362.24 Unrealized +16.4%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $251 Shares 15,688 Est. Cost $17.25 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $248 Shares 1,714 Est. Cost $177.56 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $248 Shares 3,838 Est. Cost $48.04 Unrealized +32.8%
NUE NUCOR CORP COM 0.0%
Value ($000) $248 Shares 1,584 Est. Cost $153.05 Unrealized +4.2%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $247 Shares 5,181 Est. Cost $50.57 Unrealized -8.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $241 Shares 2,816 Est. Cost $67.68 Unrealized +24.0%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $240 Shares 174 Est. Cost $734.82 Unrealized +85.3%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $240 Shares 12,804 Est. Cost $18.98 Unrealized
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $240 Shares 2,581 Est. Cost $84.12 Unrealized +15.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $238 Shares 1,364 Est. Cost $188.93 Unrealized -7.4%
FTV FORTIVE CORP COM 0.0%
Value ($000) $237 Shares 3,195 Est. Cost $50.74 Unrealized +12.2%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $235 Shares 30,609 Est. Cost $10.36 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $235 Shares 6,100 Est. Cost $30.88 Unrealized +16.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $234 Shares 513 Est. Cost $456.64 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $234 Shares 3,238 Est. Cost $77.18 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $233 Shares 4,643 Est. Cost $52.68 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $231 Shares 9,360 Est. Cost $25.49 Unrealized -1.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $231 Shares 392 Est. Cost $572.73 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $230 Shares 3,385 Est. Cost $71.08 Unrealized +2.0%
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $229 Shares 51,613 Est. Cost $10.35 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $227 Shares 1,523 Est. Cost $142.66 Unrealized +11.4%
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $227 Shares 25,498 Est. Cost $5.38 Unrealized +21.0%
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $225 Shares 5,497 Est. Cost $40.85 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $223 Shares 2,410 Est. Cost $45.78 Unrealized -2.1%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $222 Shares 6,251 Est. Cost $35.57 Unrealized
FJUL FT CBOE VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $221 Shares 5,750 Est. Cost $36.17 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $220 Shares 4,242 Est. Cost $52.07 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $219 Shares 8,788 Est. Cost $24.96 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $219 Shares 4,280 Est. Cost $35.03 Unrealized +47.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $218 Shares 6,593 Est. Cost $38.69 Unrealized -16.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $217 Shares 2,354 Est. Cost $130.50 Unrealized -30.7%
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $216 Shares 9,536 Est. Cost $22.63 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $215 Shares 3,477 Est. Cost $65.00 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $213 Shares 1,685 Est. Cost $149.08 Unrealized -19.2%
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $212 Shares 18,111 Est. Cost $17.54 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $210 Shares 1,817 Est. Cost $112.19 Unrealized 0.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $209 Shares 4,494 Est. Cost $46.62 Unrealized
DKS DICKS SPORTING GOODS INC COM 0.0%
Value ($000) $208 Shares 1,915 Est. Cost $128.10 Unrealized -6.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $208 Shares 2,978 Est. Cost $84.64 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $207 Shares 3,754 Est. Cost $53.44 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $207 Shares 897 Est. Cost $199.68 Unrealized +15.2%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $207 Shares 2,008 Est. Cost $106.28 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $205 Shares 1,879 Est. Cost $115.25 Unrealized +7.3%
CAPE DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF 0.0%
Value ($000) $202 Shares 8,548 Est. Cost $23.67 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $202 Shares 455 Est. Cost $447.53 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $202 Shares 2,193 Est. Cost $91.57 Unrealized 0.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $202 Shares 2,481 Est. Cost $84.17 Unrealized
MITT AG MTG INVT TR INC COM NEW 0.0%
Value ($000) $196 Shares 35,300 Est. Cost $6.12 Unrealized
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $192 Shares 51,300 Est. Cost $4.44 Unrealized -14.6%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $187 Shares 18,494 Est. Cost $16.59 Unrealized
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $180 Shares 12,972 Est. Cost $20.43 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $178 Shares 10,000 Est. Cost $12.52 Unrealized +37.9%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $168 Shares 18,096 Est. Cost $14.21 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $167 Shares 19,017 Est. Cost $10.24 Unrealized
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $157 Shares 54,700 Est. Cost $3.07 Unrealized -23.3%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $155 Shares 10,295 Est. Cost $15.05 Unrealized -1.5%
CANO HEALTH INC COM CL A 0.0%
Value ($000) $143 Shares 563,113 Est. Cost $2.29 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $141 Shares 46,600 Est. Cost $4.23 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $139 Shares 15,123 Est. Cost $12.89 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $130 Shares 15,216 Est. Cost $7.58 Unrealized +19.7%
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $127 Shares 10,000 Est. Cost $16.03 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $126 Shares 27,937 Est. Cost $5.86 Unrealized
DOMO DOMO INC COM CL B 0.0%
Value ($000) $126 Shares 12,800 Est. Cost $13.89 Unrealized 0.0%
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $123 Shares 11,681 Est. Cost $19.26 Unrealized
NUVEEN NEW YORK QLT MUN INC FD COM 0.0%
Value ($000) $116 Shares 12,000 Est. Cost $9.67 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $113 Shares 11,043 Est. Cost $9.10 Unrealized
WESTERN AST INFL LKD OPP & INM COM 0.0%
Value ($000) $112 Shares 13,580 Est. Cost $13.80 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $109 Shares 11,008 Est. Cost $9.34 Unrealized 0.0%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $108 Shares 10,600 Est. Cost $11.68 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $98 Shares 15,174 Est. Cost $2.65 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $96 Shares 12,048 Est. Cost $15.50 Unrealized -43.3%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $81 Shares 50,850 Est. Cost $2.88 Unrealized -36.7%
CLOUGH GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $79 Shares 15,987 Est. Cost $11.67 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $77 Shares 10,625 Est. Cost $5.03 Unrealized +48.7%
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $48 Shares 14,993 Est. Cost $2.55 Unrealized +28.8%
ORGO ORGANOGENESIS HLDGS INC COM 0.0%
Value ($000) $38 Shares 12,000 Est. Cost $2.92 Unrealized +8.9%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $30 Shares 11,565 Est. Cost $3.10 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $29 Shares 13,496 Est. Cost $2.13 Unrealized
MARIADB PLC ORD SHS 0.0%
Value ($000) $24 Shares 50,000 Est. Cost $0.48 Unrealized
FLUENT INC COM 0.0%
Value ($000) $19 Shares 43,648 Est. Cost $1.51 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $11 Shares 117,775 Est. Cost $0.39 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $5 Shares 10,800 Est. Cost $453.11 Unrealized
ENVX ENOVIX CORPORATION COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $10.50 Unrealized +55.6%
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 130,665 Est. Cost $5.65 Unrealized