TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 15, 2024

Total Value ($000): $1,492,283 (100.0% shares, 0.0% debt)

Holdings (617)

AAPL APPLE INC COM 7.4%
Value ($000) $110,579 Shares 474,589 Est. Cost $111.30 Unrealized +99.4%
MSFT MICROSOFT CORP COM 3.0%
Value ($000) $44,543 Shares 103,516 Est. Cost $230.11 Unrealized +83.9%
OBDC BLUE OWL CAPITAL CORPORATION COM 2.6%
Value ($000) $38,071 Shares 2,612,947 Est. Cost $8.91 Unrealized +42.3%
MRK MERCK & CO INC COM 2.2%
Value ($000) $33,393 Shares 294,059 Est. Cost $67.46 Unrealized +67.5%
OWL BLUE OWL CAPITAL INC COM CL A 2.2%
Value ($000) $33,118 Shares 1,710,662 Est. Cost $11.65 Unrealized +53.3%
FSK FS KKR CAP CORP COM 1.6%
Value ($000) $24,583 Shares 1,245,989 Est. Cost $13.80 Unrealized +16.1%
AMZN AMAZON COM INC COM 1.4%
Value ($000) $20,722 Shares 111,212 Est. Cost $129.60 Unrealized +40.8%
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $18,252 Shares 150,297 Est. Cost $94.89 Unrealized +24.4%
QQQ INVESCO QQQ TRUST SERIES I 1.2%
Value ($000) $18,089 Shares 37,062 Est. Cost $255.63 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.2%
Value ($000) $17,330 Shares 30,043 Est. Cost $394.09 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.1%
Value ($000) $16,814 Shares 79,738 Est. Cost $138.99 Unrealized +47.5%
BLUE OWL CAP CORP III COM SHS 1.1%
Value ($000) $16,289 Shares 1,136,703 Est. Cost $14.66 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.1%
Value ($000) $15,725 Shares 122,660 Est. Cost $94.96 Unrealized
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $15,659 Shares 27,292 Est. Cost $449.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 1.0%
Value ($000) $14,714 Shares 66,556 Est. Cost $119.44 Unrealized +58.2%
LLY ELI LILLY & CO COM 1.0%
Value ($000) $14,652 Shares 16,538 Est. Cost $272.08 Unrealized +227.2%
SPGI S&P GLOBAL INC COM 1.0%
Value ($000) $14,514 Shares 28,095 Est. Cost $417.68 Unrealized +17.3%
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $12,781 Shares 77,062 Est. Cost $114.26 Unrealized +45.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.8%
Value ($000) $12,042 Shares 60,800 Est. Cost $153.74 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.8%
Value ($000) $11,881 Shares 405,648 Est. Cost $17.62 Unrealized +46.7%
HD HOME DEPOT INC COM 0.8%
Value ($000) $11,880 Shares 29,318 Est. Cost $239.16 Unrealized +47.4%
META META PLATFORMS INC CL A 0.8%
Value ($000) $11,770 Shares 20,560 Est. Cost $270.56 Unrealized +89.3%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $11,654 Shares 69,706 Est. Cost $114.50 Unrealized +46.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $11,461 Shares 24,901 Est. Cost $249.56 Unrealized +77.2%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $11,133 Shares 94,977 Est. Cost $59.91 Unrealized +83.7%
AVGO BROADCOM INC COM 0.7%
Value ($000) $10,998 Shares 63,758 Est. Cost $146.17 Unrealized +8.1%
VTV VANGUARD VALUE ETF 0.7%
Value ($000) $10,737 Shares 61,506 Est. Cost $138.83 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $10,432 Shares 46,209 Est. Cost $158.07 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $10,388 Shares 64,099 Est. Cost $142.17 Unrealized +7.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $10,336 Shares 199,762 Est. Cost $45.92 Unrealized -4.9%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.7%
Value ($000) $10,135 Shares 1,222,558 Est. Cost $10.42 Unrealized -7.8%
NUVEEN NEW YORK AMT QLT MUNICP COM 0.7%
Value ($000) $9,894 Shares 883,403 Est. Cost $11.20 Unrealized
BX BLACKSTONE INC COM 0.6%
Value ($000) $9,457 Shares 61,760 Est. Cost $66.29 Unrealized +101.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $9,186 Shares 51,273 Est. Cost $163.81 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $9,156 Shares 46,363 Est. Cost $119.63 Unrealized +49.4%
V VISA INC COM CL A 0.6%
Value ($000) $9,004 Shares 32,746 Est. Cost $232.77 Unrealized +15.0%
VV VANGUARD LARGE-CAP ETF 0.6%
Value ($000) $8,878 Shares 33,720 Est. Cost $196.76 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $8,380 Shares 78,495 Est. Cost $93.35 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.5%
Value ($000) $8,099 Shares 52,581 Est. Cost $133.17 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.5%
Value ($000) $7,577 Shares 26,758 Est. Cost $199.65 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.5%
Value ($000) $7,526 Shares 119,458 Est. Cost $55.27 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.5%
Value ($000) $7,445 Shares 89,763 Est. Cost $68.68 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.5%
Value ($000) $7,313 Shares 26,426 Est. Cost $179.97 Unrealized +40.9%
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.5%
Value ($000) $6,933 Shares 148,614 Est. Cost $45.38 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.5%
Value ($000) $6,904 Shares 234,756 Est. Cost $29.32 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.5%
Value ($000) $6,801 Shares 552,010 Est. Cost $11.60 Unrealized
GLD SPDR GOLD SHARES 0.5%
Value ($000) $6,721 Shares 27,651 Est. Cost $181.56 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.4%
Value ($000) $6,636 Shares 225,025 Est. Cost $29.49 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $6,546 Shares 144,434 Est. Cost $40.80 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.4%
Value ($000) $6,473 Shares 105,931 Est. Cost $58.06 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $6,462 Shares 82,799 Est. Cost $69.82 Unrealized
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $6,442 Shares 71,555 Est. Cost $91.70 Unrealized -11.9%
AGNC AGNC INVT CORP COM 0.4%
Value ($000) $6,276 Shares 599,979 Est. Cost $10.03 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.4%
Value ($000) $6,272 Shares 80,006 Est. Cost $70.13 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $6,262 Shares 36,746 Est. Cost $85.10 Unrealized +68.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.4%
Value ($000) $6,078 Shares 78,017 Est. Cost $75.16 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.4%
Value ($000) $6,056 Shares 269,098 Est. Cost $22.04 Unrealized
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $5,788 Shares 10,969 Est. Cost $410.72 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $5,777 Shares 65,801 Est. Cost $79.11 Unrealized
ETN EATON CORP PLC SHS 0.4%
Value ($000) $5,777 Shares 17,429 Est. Cost $177.94 Unrealized +69.3%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.4%
Value ($000) $5,769 Shares 246,324 Est. Cost $23.25 Unrealized
BLACKROCK MUNIYIELD N Y QUALIT COM 0.4%
Value ($000) $5,660 Shares 525,091 Est. Cost $10.78 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $5,569 Shares 32,153 Est. Cost $113.44 Unrealized +44.8%
PEP PEPSICO INC COM 0.4%
Value ($000) $5,251 Shares 30,877 Est. Cost $130.78 Unrealized +24.6%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $5,193 Shares 36,558 Est. Cost $124.07 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $5,166 Shares 35,078 Est. Cost $96.39 Unrealized +45.2%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.3%
Value ($000) $5,152 Shares 109,334 Est. Cost $48.29 Unrealized
XBI SPDR S&P BIOTECH ETF 0.3%
Value ($000) $5,022 Shares 50,834 Est. Cost $88.54 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $4,978 Shares 8,514 Est. Cost $434.99 Unrealized +26.0%
AMLP ALERIAN MLP ETF 0.3%
Value ($000) $4,871 Shares 103,360 Est. Cost $37.71 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $4,838 Shares 7 Est. Cost $422631.30 Unrealized +57.1%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.3%
Value ($000) $4,786 Shares 40,008 Est. Cost $115.22 Unrealized
DOCU DOCUSIGN INC COM 0.3%
Value ($000) $4,751 Shares 76,517 Est. Cost $207.56 Unrealized -73.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $4,742 Shares 7,665 Est. Cost $453.60 Unrealized +29.9%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,741 Shares 15,569 Est. Cost $196.47 Unrealized +35.7%
WINN HARBOR LONG-TERM GROWERS ETF 0.3%
Value ($000) $4,662 Shares 182,040 Est. Cost $19.37 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $4,630 Shares 159,984 Est. Cost $27.00 Unrealized -1.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,493 Shares 22,422 Est. Cost $189.65 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $4,395 Shares 45,917 Est. Cost $82.34 Unrealized
BLACKROCK INC COM 0.3%
Value ($000) $4,378 Shares 4,610 Est. Cost $643.38 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $4,327 Shares 39,580 Est. Cost $116.01 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $4,310 Shares 19,321 Est. Cost $152.12 Unrealized +42.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.3%
Value ($000) $4,233 Shares 71,480 Est. Cost $51.00 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,188 Shares 46,323 Est. Cost $72.91 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value ($000) $4,121 Shares 23,614 Est. Cost $174.50 Unrealized
TSLA TESLA INC COM 0.3%
Value ($000) $4,100 Shares 15,669 Est. Cost $244.15 Unrealized -6.6%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.3%
Value ($000) $3,975 Shares 31,500 Est. Cost $102.46 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $3,973 Shares 11,240 Est. Cost $298.15 Unrealized +8.3%
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $3,948 Shares 52,532 Est. Cost $51.10 Unrealized +37.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $3,937 Shares 63,171 Est. Cost $68.29 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $3,919 Shares 82,451 Est. Cost $57.52 Unrealized
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 0.3%
Value ($000) $3,908 Shares 78,992 Est. Cost $45.26 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,900 Shares 39,752 Est. Cost $105.85 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $3,849 Shares 18,631 Est. Cost $128.13 Unrealized +50.6%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $3,841 Shares 13,816 Est. Cost $207.08 Unrealized +26.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $3,791 Shares 56,156 Est. Cost $51.78 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $3,706 Shares 9,653 Est. Cost $272.45 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.2%
Value ($000) $3,698 Shares 35,317 Est. Cost $68.10 Unrealized +48.2%
WMT WALMART INC COM 0.2%
Value ($000) $3,687 Shares 45,658 Est. Cost $54.13 Unrealized +33.9%
COR CENCORA INC COM 0.2%
Value ($000) $3,662 Shares 16,269 Est. Cost $188.06 Unrealized +22.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $3,644 Shares 6,213 Est. Cost $421.63 Unrealized
CRM SALESFORCE INC COM 0.2%
Value ($000) $3,641 Shares 13,303 Est. Cost $240.68 Unrealized +5.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $3,631 Shares 42,955 Est. Cost $69.42 Unrealized +7.8%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $3,621 Shares 37,646 Est. Cost $121.49 Unrealized -25.4%
AMGN AMGEN INC COM 0.2%
Value ($000) $3,596 Shares 11,160 Est. Cost $208.74 Unrealized +50.0%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $3,555 Shares 30,248 Est. Cost $72.18 Unrealized +56.2%
SYK STRYKER CORPORATION COM 0.2%
Value ($000) $3,544 Shares 9,810 Est. Cost $264.71 Unrealized +28.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $3,539 Shares 42,642 Est. Cost $72.29 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $3,491 Shares 19,469 Est. Cost $126.97 Unrealized
FOLD AMICUS THERAPEUTICS INC COM 0.2%
Value ($000) $3,491 Shares 326,854 Est. Cost $14.28 Unrealized -23.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $3,449 Shares 40,801 Est. Cost $84.52 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $3,417 Shares 13,865 Est. Cost $201.23 Unrealized +16.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.2%
Value ($000) $3,417 Shares 34,828 Est. Cost $96.68 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $3,388 Shares 16,390 Est. Cost $158.81 Unrealized +18.6%
TEL TE CONNECTIVITY LTD SHS 0.2%
Value ($000) $3,325 Shares 22,019 Est. Cost $146.90 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $3,253 Shares 8,522 Est. Cost $272.40 Unrealized +26.6%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $3,117 Shares 141,117 Est. Cost $13.56 Unrealized +46.5%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.2%
Value ($000) $3,018 Shares 43,292 Est. Cost $178.20 Unrealized -64.9%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $2,997 Shares 9,916 Est. Cost $191.48 Unrealized +49.6%
RTX RTX CORPORATION COM 0.2%
Value ($000) $2,987 Shares 24,654 Est. Cost $75.82 Unrealized +46.5%
ADBE ADOBE INC COM 0.2%
Value ($000) $2,969 Shares 5,733 Est. Cost $502.64 Unrealized +9.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $2,964 Shares 18,451 Est. Cost $97.91 Unrealized +54.9%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $2,936 Shares 51,977 Est. Cost $29.85 Unrealized +83.8%
GM GENERAL MTRS CO COM 0.2%
Value ($000) $2,919 Shares 65,101 Est. Cost $38.75 Unrealized +17.9%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $2,908 Shares 69,609 Est. Cost $39.90 Unrealized -5.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $2,881 Shares 24,630 Est. Cost $98.62 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,858 Shares 35,987 Est. Cost $79.31 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.2%
Value ($000) $2,838 Shares 85,416 Est. Cost $32.76 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $2,826 Shares 6,679 Est. Cost $366.12 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $2,802 Shares 54,813 Est. Cost $50.73 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $2,784 Shares 3,925 Est. Cost $59.13 Unrealized +13.1%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $2,775 Shares 20,544 Est. Cost $117.96 Unrealized
XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 0.2%
Value ($000) $2,766 Shares 54,834 Est. Cost $50.32 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $2,764 Shares 3,117 Est. Cost $424.64 Unrealized +103.0%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $2,743 Shares 5,555 Est. Cost $375.91 Unrealized +22.8%
PPG PPG INDS INC COM 0.2%
Value ($000) $2,736 Shares 20,652 Est. Cost $127.27 Unrealized -4.1%
EFG ISHARES MSCI EAFE GROWTH ETF 0.2%
Value ($000) $2,733 Shares 25,392 Est. Cost $95.84 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $2,714 Shares 68,408 Est. Cost $28.35 Unrealized +36.7%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $2,671 Shares 25,626 Est. Cost $56.61 Unrealized +71.2%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $2,656 Shares 11,421 Est. Cost $189.55 Unrealized +11.2%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $2,642 Shares 12,288 Est. Cost $162.89 Unrealized +25.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $2,640 Shares 45,981 Est. Cost $54.80 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $2,625 Shares 6,991 Est. Cost $252.52 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $2,604 Shares 45,268 Est. Cost $52.99 Unrealized
MCO MOODYS CORP COM 0.2%
Value ($000) $2,598 Shares 5,474 Est. Cost $318.44 Unrealized +44.0%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.2%
Value ($000) $2,572 Shares 26,807 Est. Cost $90.43 Unrealized
GWW GRAINGER W W INC COM 0.2%
Value ($000) $2,494 Shares 2,401 Est. Cost $478.51 Unrealized +100.0%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $2,470 Shares 46,414 Est. Cost $39.96 Unrealized +17.1%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value ($000) $2,433 Shares 53,466 Est. Cost $37.06 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,407 Shares 33,495 Est. Cost $49.36 Unrealized +33.0%
KFY KORN FERRY COM NEW 0.2%
Value ($000) $2,323 Shares 30,870 Est. Cost $47.96 Unrealized +41.0%
CLOA BLACKROCK AAA CLO ETF 0.2%
Value ($000) $2,301 Shares 44,274 Est. Cost $51.86 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,284 Shares 27,272 Est. Cost $92.53 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $2,280 Shares 27,266 Est. Cost $74.94 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $2,270 Shares 22,125 Est. Cost $75.63 Unrealized +23.0%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,251 Shares 9,489 Est. Cost $202.68 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $2,231 Shares 35,637 Est. Cost $45.06 Unrealized +31.9%
INDIA FD INC COM 0.1%
Value ($000) $2,221 Shares 116,764 Est. Cost $19.02 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $2,214 Shares 30,047 Est. Cost $58.07 Unrealized +15.7%
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.1%
Value ($000) $2,201 Shares 21,251 Est. Cost $87.08 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $2,184 Shares 104,314 Est. Cost $9.86 Unrealized +84.9%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $2,159 Shares 12,694 Est. Cost $117.21 Unrealized +46.0%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $2,108 Shares 12,979 Est. Cost $87.76 Unrealized +81.7%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $2,100 Shares 170,037 Est. Cost $12.32 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $2,080 Shares 25,748 Est. Cost $68.07 Unrealized
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.1%
Value ($000) $2,065 Shares 87,548 Est. Cost $13.38 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $2,052 Shares 17,450 Est. Cost $101.99 Unrealized
KVUE KENVUE INC COM 0.1%
Value ($000) $2,052 Shares 88,719 Est. Cost $20.27 Unrealized -3.1%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $2,038 Shares 7,725 Est. Cost $220.47 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $2,031 Shares 83,044 Est. Cost $23.51 Unrealized
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $1,993 Shares 14,993 Est. Cost $15.67 Unrealized +613.9%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $1,985 Shares 18,062 Est. Cost $98.91 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $1,982 Shares 10,508 Est. Cost $62.04 Unrealized +170.7%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $1,963 Shares 7,550 Est. Cost $97.44 Unrealized +102.3%
SPGP INVESCO S&P 500 GARP ETF 0.1%
Value ($000) $1,922 Shares 18,358 Est. Cost $97.11 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,915 Shares 18,449 Est. Cost $67.91 Unrealized +45.7%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $1,885 Shares 12,588 Est. Cost $88.38 Unrealized +58.3%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,878 Shares 9,530 Est. Cost $181.32 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,876 Shares 6,302 Est. Cost $249.13 Unrealized +5.6%
ADC AGREE RLTY CORP COM 0.1%
Value ($000) $1,873 Shares 24,865 Est. Cost $57.32 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $1,866 Shares 14,145 Est. Cost $104.44 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,865 Shares 5,456 Est. Cost $91.88 Unrealized +83.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,863 Shares 6,877 Est. Cost $179.29 Unrealized +31.7%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $1,816 Shares 18,504 Est. Cost $82.44 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,801 Shares 40,108 Est. Cost $41.48 Unrealized -7.4%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $1,778 Shares 110,780 Est. Cost $12.58 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $1,778 Shares 49,205 Est. Cost $34.36 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,775 Shares 12,983 Est. Cost $103.95 Unrealized +14.6%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,773 Shares 1,982 Est. Cost $146.74 Unrealized +12.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $1,739 Shares 19,040 Est. Cost $68.69 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $1,698 Shares 40,933 Est. Cost $35.95 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,689 Shares 28,383 Est. Cost $54.63 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,656 Shares 16,991 Est. Cost $76.28 Unrealized +8.6%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,651 Shares 4,765 Est. Cost $214.27 Unrealized +56.4%
TGT TARGET CORP COM 0.1%
Value ($000) $1,631 Shares 10,466 Est. Cost $151.18 Unrealized -6.7%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,613 Shares 6,034 Est. Cost $217.71 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,600 Shares 29,135 Est. Cost $50.59 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,599 Shares 7,239 Est. Cost $185.50 Unrealized
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $1,596 Shares 10,732 Est. Cost $137.54 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,582 Shares 10,866 Est. Cost $131.25 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.1%
Value ($000) $1,531 Shares 11,910 Est. Cost $116.93 Unrealized
NYLI MACKAY DEFINEDTERM MUNI COM 0.1%
Value ($000) $1,525 Shares 90,437 Est. Cost $19.88 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $1,521 Shares 5,558 Est. Cost $224.71 Unrealized +25.2%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $1,519 Shares 31,959 Est. Cost $47.71 Unrealized
PHM PULTE GROUP INC COM 0.1%
Value ($000) $1,516 Shares 10,564 Est. Cost $58.50 Unrealized +114.9%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $1,513 Shares 37,984 Est. Cost $31.99 Unrealized
BAR GRANITESHARES GOLD SHARES 0.1%
Value ($000) $1,482 Shares 57,047 Est. Cost $18.74 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $1,476 Shares 8,996 Est. Cost $121.61 Unrealized +24.9%
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $1,475 Shares 9,280 Est. Cost $133.32 Unrealized +8.5%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $1,465 Shares 73,000 Est. Cost $19.56 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $1,434 Shares 13,512 Est. Cost $117.72 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $1,426 Shares 9,404 Est. Cost $94.29 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,417 Shares 10,459 Est. Cost $104.89 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $1,392 Shares 22,008 Est. Cost $60.04 Unrealized -1.6%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,392 Shares 1,670 Est. Cost $902.26 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $1,391 Shares 4,781 Est. Cost $43.53 Unrealized +20.7%
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $1,382 Shares 13,134 Est. Cost $86.29 Unrealized +21.2%
MBB ISHARES MBS ETF 0.1%
Value ($000) $1,361 Shares 14,209 Est. Cost $98.40 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,349 Shares 12,817 Est. Cost $68.86 Unrealized +52.6%
JBBB JANUS HENDERSON B-BBB CLO ETF 0.1%
Value ($000) $1,338 Shares 27,330 Est. Cost $49.18 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $1,335 Shares 10,226 Est. Cost $79.47 Unrealized +47.8%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,318 Shares 3,369 Est. Cost $206.33 Unrealized +64.1%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,310 Shares 2,746 Est. Cost $350.61 Unrealized +27.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $1,305 Shares 2,656 Est. Cost $352.64 Unrealized +32.0%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $1,297 Shares 14,670 Est. Cost $88.44 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $1,292 Shares 5,602 Est. Cost $308.45 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.1%
Value ($000) $1,289 Shares 25,533 Est. Cost $53.24 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $1,288 Shares 9,742 Est. Cost $119.24 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $1,276 Shares 10,058 Est. Cost $150.90 Unrealized -14.1%
GPC GENUINE PARTS CO COM 0.1%
Value ($000) $1,267 Shares 9,071 Est. Cost $114.02 Unrealized +16.4%
FISV FISERV INC COM 0.1%
Value ($000) $1,252 Shares 6,969 Est. Cost $124.43 Unrealized +32.6%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,238 Shares 5,133 Est. Cost $237.54 Unrealized -4.2%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $1,218 Shares 6,424 Est. Cost $102.68 Unrealized +68.3%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $1,213 Shares 17,883 Est. Cost $53.74 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $1,210 Shares 19,241 Est. Cost $61.50 Unrealized -10.2%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,203 Shares 38,328 Est. Cost $29.86 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,200 Shares 10,433 Est. Cost $85.40 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,199 Shares 14,385 Est. Cost $71.61 Unrealized
IVOL QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF 0.1%
Value ($000) $1,197 Shares 62,188 Est. Cost $20.56 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,188 Shares 2,399 Est. Cost $353.20 Unrealized +34.5%
NKE NIKE INC CL B 0.1%
Value ($000) $1,187 Shares 13,432 Est. Cost $112.48 Unrealized -32.4%
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,177 Shares 4,082 Est. Cost $175.95 Unrealized +53.9%
BXMT BLACKSTONE MTG TR INC COM CL A 0.1%
Value ($000) $1,177 Shares 61,903 Est. Cost $20.95 Unrealized
UPWK UPWORK INC COM 0.1%
Value ($000) $1,138 Shares 108,922 Est. Cost $48.74 Unrealized -78.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,121 Shares 5,584 Est. Cost $166.44 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $1,113 Shares 7,968 Est. Cost $86.79 Unrealized +49.1%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $1,113 Shares 7,979 Est. Cost $136.44 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,108 Shares 2,381 Est. Cost $449.32 Unrealized +6.9%
CSX CSX CORP COM 0.1%
Value ($000) $1,104 Shares 31,980 Est. Cost $29.80 Unrealized +11.5%
INTU INTUIT COM 0.1%
Value ($000) $1,094 Shares 1,762 Est. Cost $600.70 Unrealized +5.4%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.1%
Value ($000) $1,088 Shares 15,053 Est. Cost $65.64 Unrealized
BRC BRADY CORP CL A 0.1%
Value ($000) $1,080 Shares 14,088 Est. Cost $44.87 Unrealized +55.5%
EXC EXELON CORP COM 0.1%
Value ($000) $1,078 Shares 26,585 Est. Cost $29.64 Unrealized +20.7%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $1,075 Shares 12,051 Est. Cost $54.16 Unrealized +41.0%
BLACKROCK CAP ALLOCATION TERM COM 0.1%
Value ($000) $1,074 Shares 65,293 Est. Cost $16.82 Unrealized
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 0.1%
Value ($000) $1,072 Shares 24,601 Est. Cost $37.09 Unrealized
ROL ROLLINS INC COM 0.1%
Value ($000) $1,068 Shares 21,123 Est. Cost $48.56 Unrealized 0.0%
BINC BLACKROCK FLEXIBLE INCOME ETF 0.1%
Value ($000) $1,059 Shares 19,774 Est. Cost $52.82 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $1,043 Shares 5,160 Est. Cost $141.80 Unrealized +42.7%
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.1%
Value ($000) $1,037 Shares 46,925 Est. Cost $22.10 Unrealized
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $1,037 Shares 19,853 Est. Cost $47.78 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $1,034 Shares 16,973 Est. Cost $57.22 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,018 Shares 8,383 Est. Cost $70.18 Unrealized +56.5%
GNR SPDR S&P GLOBAL NATURAL RESOURCES ETF 0.1%
Value ($000) $997 Shares 17,292 Est. Cost $56.84 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $985 Shares 33,826 Est. Cost $25.57 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $977 Shares 4,705 Est. Cost $154.63 Unrealized +32.1%
HSY HERSHEY CO COM 0.1%
Value ($000) $977 Shares 5,093 Est. Cost $212.00 Unrealized -12.2%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $955 Shares 7,599 Est. Cost $116.47 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $950 Shares 17,981 Est. Cost $38.33 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $948 Shares 1,621 Est. Cost $340.14 Unrealized +51.8%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $940 Shares 7,447 Est. Cost $109.04 Unrealized +8.3%
CNC CENTENE CORP DEL COM 0.1%
Value ($000) $936 Shares 12,427 Est. Cost $72.74 Unrealized +0.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $927 Shares 5,337 Est. Cost $117.50 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $926 Shares 6,598 Est. Cost $147.20 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $926 Shares 10,358 Est. Cost $81.92 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $915 Shares 15,880 Est. Cost $61.90 Unrealized -10.6%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $913 Shares 7,788 Est. Cost $104.36 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.1%
Value ($000) $907 Shares 40,050 Est. Cost $22.08 Unrealized
T AT&T INC COM 0.1%
Value ($000) $900 Shares 40,930 Est. Cost $16.46 Unrealized +14.1%
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $900 Shares 79,800 Est. Cost $13.87 Unrealized
SBR SABINE RTY TR UNIT BEN INT 0.1%
Value ($000) $894 Shares 14,480 Est. Cost $71.81 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.1%
Value ($000) $891 Shares 17,510 Est. Cost $50.69 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $888 Shares 7,790 Est. Cost $105.99 Unrealized +1.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.1%
Value ($000) $888 Shares 8,141 Est. Cost $83.30 Unrealized
AVT AVNET INC COM 0.1%
Value ($000) $884 Shares 16,271 Est. Cost $44.88 Unrealized +12.8%
OXY OCCIDENTAL PETE CORP COM 0.1%
Value ($000) $869 Shares 16,865 Est. Cost $58.30 Unrealized -5.0%
CCI CROWN CASTLE INC COM 0.1%
Value ($000) $869 Shares 7,324 Est. Cost $109.51 Unrealized -6.9%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $864 Shares 14,344 Est. Cost $54.68 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $860 Shares 24,494 Est. Cost $24.25 Unrealized +31.2%
ANYWHERE REAL ESTATE INC COM 0.1%
Value ($000) $855 Shares 168,377 Est. Cost $10.55 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $852 Shares 3,860 Est. Cost $158.59 Unrealized +23.9%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $848 Shares 1,674 Est. Cost $560.58 Unrealized -4.3%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $833 Shares 3,068 Est. Cost $363.20 Unrealized -26.9%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $830 Shares 18,571 Est. Cost $44.67 Unrealized
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.1%
Value ($000) $828 Shares 11,930 Est. Cost $57.77 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $826 Shares 19,278 Est. Cost $29.30 Unrealized +31.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $824 Shares 8,138 Est. Cost $104.17 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $822 Shares 4,614 Est. Cost $156.67 Unrealized +27.9%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $816 Shares 3,200 Est. Cost $159.31 Unrealized +20.2%
RXST RXSIGHT INC COM 0.1%
Value ($000) $816 Shares 16,500 Est. Cost $23.22 Unrealized +120.7%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $791 Shares 2,516 Est. Cost $280.05 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $790 Shares 1,680 Est. Cost $288.39 Unrealized +47.9%
PJT PJT PARTNERS INC COM CL A 0.1%
Value ($000) $787 Shares 5,903 Est. Cost $68.04 Unrealized +77.9%
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $782 Shares 68,930 Est. Cost $11.49 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $779 Shares 9,697 Est. Cost $76.44 Unrealized +3.6%
LEN LENNAR CORP CL A 0.1%
Value ($000) $778 Shares 4,149 Est. Cost $148.12 Unrealized +10.9%
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.1%
Value ($000) $778 Shares 68,577 Est. Cost $11.34 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $774 Shares 3,153 Est. Cost $203.19 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $773 Shares 8,420 Est. Cost $91.56 Unrealized
LAM RESEARCH CORP COM 0.1%
Value ($000) $766 Shares 938 Est. Cost $793.50 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $766 Shares 8,951 Est. Cost $80.55 Unrealized +1.1%
INTC INTEL CORP COM 0.0%
Value ($000) $744 Shares 31,693 Est. Cost $47.59 Unrealized -47.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $743 Shares 14,563 Est. Cost $30.23 Unrealized +50.6%
BA BOEING CO COM 0.0%
Value ($000) $739 Shares 4,862 Est. Cost $189.28 Unrealized -9.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value ($000) $737 Shares 8,365 Est. Cost $78.20 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $735 Shares 30,071 Est. Cost $22.49 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $728 Shares 11,202 Est. Cost $53.80 Unrealized
WDAY WORKDAY INC CL A 0.0%
Value ($000) $724 Shares 2,963 Est. Cost $236.11 Unrealized +0.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $716 Shares 622 Est. Cost $49.15 Unrealized +49.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $706 Shares 48,032 Est. Cost $7.97 Unrealized +68.5%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $705 Shares 8,406 Est. Cost $59.88 Unrealized +22.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $703 Shares 2,727 Est. Cost $189.20 Unrealized +27.0%
MSCI MSCI INC COM 0.0%
Value ($000) $697 Shares 1,196 Est. Cost $493.05 Unrealized +8.1%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $696 Shares 4,502 Est. Cost $97.48 Unrealized +39.1%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.0%
Value ($000) $689 Shares 14,500 Est. Cost $50.75 Unrealized
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF 0.0%
Value ($000) $687 Shares 13,756 Est. Cost $49.69 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $684 Shares 24,085 Est. Cost $26.61 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $678 Shares 32,095 Est. Cost $21.37 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $673 Shares 5,117 Est. Cost $116.50 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $671 Shares 866 Est. Cost $458.57 Unrealized +69.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $669 Shares 4,905 Est. Cost $139.95 Unrealized -13.9%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $669 Shares 5,372 Est. Cost $88.72 Unrealized +22.9%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $665 Shares 6,069 Est. Cost $99.77 Unrealized 0.0%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $663 Shares 22,438 Est. Cost $21.77 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $655 Shares 5,797 Est. Cost $112.27 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $653 Shares 2,921 Est. Cost $203.15 Unrealized +6.5%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $650 Shares 6,730 Est. Cost $91.89 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $645 Shares 4,943 Est. Cost $126.19 Unrealized -2.2%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $641 Shares 41,191 Est. Cost $9.25 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $628 Shares 2,641 Est. Cost $198.02 Unrealized +13.4%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $620 Shares 12,850 Est. Cost $49.29 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $616 Shares 5,567 Est. Cost $110.36 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $614 Shares 17,726 Est. Cost $25.42 Unrealized +20.8%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $613 Shares 10,521 Est. Cost $44.93 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $611 Shares 5,112 Est. Cost $112.39 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $610 Shares 8,323 Est. Cost $51.87 Unrealized +39.3%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $609 Shares 13,337 Est. Cost $19.62 Unrealized +112.9%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $604 Shares 60,000 Est. Cost $10.06 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $602 Shares 3,174 Est. Cost $169.46 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $600 Shares 7,163 Est. Cost $51.51 Unrealized +53.0%
CPRT COPART INC COM 0.0%
Value ($000) $597 Shares 11,399 Est. Cost $54.17 Unrealized -4.1%
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $587 Shares 50,340 Est. Cost $10.66 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $582 Shares 3,981 Est. Cost $157.56 Unrealized -12.9%
DHI D R HORTON INC COM 0.0%
Value ($000) $581 Shares 3,046 Est. Cost $146.04 Unrealized +18.6%
INGR INGREDION INC COM 0.0%
Value ($000) $581 Shares 4,228 Est. Cost $113.43 Unrealized +12.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $581 Shares 3,142 Est. Cost $115.18 Unrealized +45.4%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $580 Shares 2,479 Est. Cost $154.47 Unrealized +39.4%
IT GARTNER INC COM 0.0%
Value ($000) $578 Shares 1,141 Est. Cost $444.91 Unrealized +8.1%
MAS MASCO CORP COM 0.0%
Value ($000) $577 Shares 6,876 Est. Cost $57.17 Unrealized +29.5%
BLACKROCK HEALTH SCIENCES TERM COM SHS 0.0%
Value ($000) $576 Shares 36,357 Est. Cost $15.84 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $572 Shares 4,352 Est. Cost $82.47 Unrealized +55.7%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $572 Shares 5,987 Est. Cost $91.00 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $570 Shares 9,696 Est. Cost $45.20 Unrealized +19.0%
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $570 Shares 9,039 Est. Cost $55.27 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $566 Shares 86,099 Est. Cost $6.11 Unrealized
BLACKROCK MUNIYIELD MICH QU COM 0.0%
Value ($000) $565 Shares 47,073 Est. Cost $13.16 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $559 Shares 2,020 Est. Cost $226.35 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $556 Shares 6,101 Est. Cost $30.88 Unrealized +152.6%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $549 Shares 12,138 Est. Cost $49.91 Unrealized
DCRE DOUBLELINE COMMERCIAL REAL ESTATE ETF 0.0%
Value ($000) $545 Shares 10,487 Est. Cost $51.98 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $545 Shares 14,537 Est. Cost $31.54 Unrealized +6.6%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $543 Shares 7,636 Est. Cost $71.18 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $538 Shares 4,519 Est. Cost $121.02 Unrealized
BBAG JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $538 Shares 11,367 Est. Cost $45.44 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $537 Shares 4,435 Est. Cost $98.59 Unrealized +12.1%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $537 Shares 850 Est. Cost $292.55 Unrealized +91.5%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $536 Shares 2,330 Est. Cost $156.38 Unrealized +40.8%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $530 Shares 29,357 Est. Cost $19.42 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $527 Shares 10,595 Est. Cost $36.56 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $527 Shares 12,490 Est. Cost $42.20 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $524 Shares 7,950 Est. Cost $62.71 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $521 Shares 6,472 Est. Cost $56.56 Unrealized +21.2%
EOG EOG RES INC COM 0.0%
Value ($000) $512 Shares 4,167 Est. Cost $104.20 Unrealized +15.5%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $512 Shares 49,000 Est. Cost $8.02 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $511 Shares 1,823 Est. Cost $299.96 Unrealized -5.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $511 Shares 1,885 Est. Cost $154.78 Unrealized +58.4%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $509 Shares 15,292 Est. Cost $26.84 Unrealized +8.6%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $507 Shares 572 Est. Cost $158.34 Unrealized +72.0%
JAVA JPMORGAN ACTIVE VALUE ETF 0.0%
Value ($000) $506 Shares 7,892 Est. Cost $54.32 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $504 Shares 2,536 Est. Cost $186.56 Unrealized +3.3%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $500 Shares 4,574 Est. Cost $81.74 Unrealized +28.5%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $500 Shares 2,081 Est. Cost $249.36 Unrealized -2.1%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $498 Shares 1,225 Est. Cost $209.69 Unrealized +72.7%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $497 Shares 11,925 Est. Cost $39.27 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $497 Shares 8,015 Est. Cost $45.92 Unrealized +19.9%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $496 Shares 9,420 Est. Cost $52.66 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $485 Shares 1,805 Est. Cost $288.50 Unrealized -10.1%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $480 Shares 36,832 Est. Cost $15.62 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $478 Shares 5,045 Est. Cost $87.78 Unrealized +5.5%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $472 Shares 9,310 Est. Cost $50.36 Unrealized
OC OWENS CORNING NEW COM 0.0%
Value ($000) $468 Shares 2,651 Est. Cost $168.42 Unrealized 0.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $467 Shares 4,847 Est. Cost $85.11 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.0%
Value ($000) $465 Shares 6,045 Est. Cost $54.23 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $463 Shares 937 Est. Cost $552.62 Unrealized +0.1%
AEE AMEREN CORP COM 0.0%
Value ($000) $461 Shares 5,267 Est. Cost $70.97 Unrealized +8.2%
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $460 Shares 33,552 Est. Cost $12.40 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value ($000) $459 Shares 27,693 Est. Cost $16.20 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $456 Shares 4,195 Est. Cost $105.76 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $455 Shares 561 Est. Cost $483.34 Unrealized +47.1%
GLW CORNING INC COM 0.0%
Value ($000) $454 Shares 10,044 Est. Cost $34.42 Unrealized +18.7%
SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 0.0%
Value ($000) $453 Shares 15,475 Est. Cost $29.26 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $452 Shares 2,774 Est. Cost $105.06 Unrealized +56.1%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $450 Shares 5,371 Est. Cost $85.68 Unrealized -10.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $450 Shares 19,180 Est. Cost $25.27 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $445 Shares 5,325 Est. Cost $63.18 Unrealized +20.9%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $437 Shares 1,186 Est. Cost $332.48 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $432 Shares 1,593 Est. Cost $288.48 Unrealized -4.2%
PCG PG&E CORP COM 0.0%
Value ($000) $419 Shares 21,211 Est. Cost $16.99 Unrealized +9.0%
TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF 0.0%
Value ($000) $419 Shares 15,504 Est. Cost $27.26 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $414 Shares 2,120 Est. Cost $180.26 Unrealized +0.6%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $412 Shares 3,127 Est. Cost $47.50 Unrealized +19.2%
BCE BCE INC COM NEW 0.0%
Value ($000) $405 Shares 11,630 Est. Cost $31.99 Unrealized -4.9%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $405 Shares 6,449 Est. Cost $50.01 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $404 Shares 9,830 Est. Cost $38.42 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $404 Shares 9,080 Est. Cost $35.94 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $402 Shares 4,452 Est. Cost $50.95 Unrealized +60.2%
AZO AUTOZONE INC COM 0.0%
Value ($000) $400 Shares 127 Est. Cost $2927.39 Unrealized +4.9%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $400 Shares 768 Est. Cost $312.58 Unrealized +66.6%
CAPE DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF 0.0%
Value ($000) $398 Shares 13,445 Est. Cost $25.01 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $398 Shares 3,833 Est. Cost $100.12 Unrealized +3.9%
RPM RPM INTL INC COM 0.0%
Value ($000) $397 Shares 3,279 Est. Cost $92.51 Unrealized +25.1%
HPQ HP INC COM 0.0%
Value ($000) $391 Shares 10,898 Est. Cost $31.01 Unrealized +7.2%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $387 Shares 5,826 Est. Cost $31.53 Unrealized +98.1%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $382 Shares 9,743 Est. Cost $16.42 Unrealized +120.0%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value ($000) $378 Shares 5,178 Est. Cost $55.77 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $375 Shares 16,240 Est. Cost $23.07 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $374 Shares 5,890 Est. Cost $54.09 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $372 Shares 3,370 Est. Cost $120.36 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $368 Shares 9,370 Est. Cost $34.96 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $368 Shares 4,708 Est. Cost $67.72 Unrealized +6.5%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $367 Shares 45,510 Est. Cost $7.07 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $365 Shares 17,680 Est. Cost $20.04 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $365 Shares 1,497 Est. Cost $229.53 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $361 Shares 9,514 Est. Cost $50.81 Unrealized -29.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $360 Shares 5,736 Est. Cost $50.77 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $359 Shares 5,663 Est. Cost $49.55 Unrealized +11.0%
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $357 Shares 3,189 Est. Cost $74.18 Unrealized +41.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $356 Shares 4,277 Est. Cost $81.13 Unrealized
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value ($000) $352 Shares 3,700 Est. Cost $95.15 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $349 Shares 82 Est. Cost $3219.78 Unrealized +17.8%
JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF 0.0%
Value ($000) $349 Shares 5,564 Est. Cost $60.50 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $346 Shares 3,595 Est. Cost $82.71 Unrealized +2.3%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $343 Shares 1,617 Est. Cost $222.91 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $342 Shares 820 Est. Cost $300.76 Unrealized +22.8%
BBIO BRIDGEBIO PHARMA INC COM 0.0%
Value ($000) $340 Shares 13,350 Est. Cost $27.34 Unrealized -4.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $340 Shares 2,947 Est. Cost $77.35 Unrealized +36.9%
F FORD MTR CO COM 0.0%
Value ($000) $339 Shares 32,073 Est. Cost $11.02 Unrealized -5.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $338 Shares 6,407 Est. Cost $50.20 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $330 Shares 5,079 Est. Cost $61.76 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $328 Shares 2,631 Est. Cost $92.75 Unrealized +23.8%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $327 Shares 4,219 Est. Cost $54.09 Unrealized +27.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $327 Shares 618 Est. Cost $370.66 Unrealized +29.0%
XYL XYLEM INC COM 0.0%
Value ($000) $326 Shares 2,412 Est. Cost $133.42 Unrealized -1.4%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $325 Shares 940 Est. Cost $304.55 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $322 Shares 1,294 Est. Cost $203.82 Unrealized +14.3%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $321 Shares 13,496 Est. Cost $23.18 Unrealized
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $319 Shares 10,495 Est. Cost $36.37 Unrealized
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $317 Shares 172 Est. Cost $734.82 Unrealized +158.3%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $314 Shares 3,458 Est. Cost $70.45 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $312 Shares 3,333 Est. Cost $89.69 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $311 Shares 15,779 Est. Cost $19.06 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $311 Shares 3,311 Est. Cost $71.08 Unrealized +17.8%
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $311 Shares 11,329 Est. Cost $28.11 Unrealized -7.7%
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $309 Shares 3,231 Est. Cost $85.92 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $308 Shares 5,342 Est. Cost $53.98 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $308 Shares 5,633 Est. Cost $41.45 Unrealized +15.6%
CRH CRH PLC ORD 0.0%
Value ($000) $307 Shares 3,308 Est. Cost $78.37 Unrealized +5.7%
FTV FORTIVE CORP COM 0.0%
Value ($000) $306 Shares 3,872 Est. Cost $52.61 Unrealized +3.9%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $303 Shares 1,038 Est. Cost $275.63 Unrealized
HESS CORP COM 0.0%
Value ($000) $300 Shares 2,209 Est. Cost $135.81 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $299 Shares 2,090 Est. Cost $134.43 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $296 Shares 3,327 Est. Cost $25.30 Unrealized +30.3%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $294 Shares 2,820 Est. Cost $67.68 Unrealized +39.5%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $292 Shares 2,639 Est. Cost $99.75 Unrealized +2.6%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $290 Shares 1,767 Est. Cost $144.60 Unrealized +0.6%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $290 Shares 3,511 Est. Cost $86.78 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $290 Shares 6,902 Est. Cost $45.29 Unrealized -5.8%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $287 Shares 4,690 Est. Cost $61.14 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $285 Shares 15,772 Est. Cost $17.25 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $285 Shares 7,592 Est. Cost $34.30 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $284 Shares 6,541 Est. Cost $41.95 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $283 Shares 779 Est. Cost $260.99 Unrealized +17.5%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $282 Shares 30,609 Est. Cost $10.36 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $280 Shares 701 Est. Cost $298.42 Unrealized +15.5%
ALCO ALICO INC COM 0.0%
Value ($000) $279 Shares 9,986 Est. Cost $26.59 Unrealized +3.3%
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $279 Shares 1,756 Est. Cost $119.54 Unrealized +24.1%
WAY WAYSTAR HLDG CORP COM 0.0%
Value ($000) $279 Shares 10,000 Est. Cost $24.66 Unrealized 0.0%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $277 Shares 2,547 Est. Cost $86.95 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $273 Shares 1,817 Est. Cost $135.85 Unrealized +7.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $272 Shares 3,175 Est. Cost $74.66 Unrealized +0.2%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $272 Shares 6,362 Est. Cost $34.94 Unrealized +13.3%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value ($000) $271 Shares 13,348 Est. Cost $24.86 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $269 Shares 4,350 Est. Cost $69.71 Unrealized -9.8%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $269 Shares 1,992 Est. Cost $137.07 Unrealized +1.7%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $264 Shares 2,230 Est. Cost $130.64 Unrealized -12.8%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $261 Shares 1,882 Est. Cost $112.11 Unrealized +11.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $260 Shares 4,254 Est. Cost $46.62 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $260 Shares 1,513 Est. Cost $170.82 Unrealized -3.2%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $257 Shares 3,276 Est. Cost $77.09 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $256 Shares 1,729 Est. Cost $122.34 Unrealized +7.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $255 Shares 1,901 Est. Cost $112.29 Unrealized +8.6%
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $255 Shares 6,849 Est. Cost $28.54 Unrealized +23.2%
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value ($000) $253 Shares 21,948 Est. Cost $11.39 Unrealized 0.0%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $253 Shares 12,313 Est. Cost $20.26 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $252 Shares 5,503 Est. Cost $42.59 Unrealized
KRYS KRYSTAL BIOTECH INC COM 0.0%
Value ($000) $252 Shares 1,382 Est. Cost $192.81 Unrealized 0.0%
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $251 Shares 10,000 Est. Cost $12.52 Unrealized +75.4%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $250 Shares 3,470 Est. Cost $68.06 Unrealized +1.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $250 Shares 3,371 Est. Cost $54.77 Unrealized +29.5%
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.0%
Value ($000) $249 Shares 5,069 Est. Cost $45.15 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $248 Shares 3,807 Est. Cost $57.04 Unrealized +4.9%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $248 Shares 3,374 Est. Cost $65.16 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $246 Shares 1,356 Est. Cost $158.55 Unrealized +2.8%
SAP SAP SE SPON ADR 0.0%
Value ($000) $244 Shares 1,067 Est. Cost $201.73 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $243 Shares 3,753 Est. Cost $51.86 Unrealized +24.5%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $241 Shares 3,700 Est. Cost $64.05 Unrealized 0.0%
APA APA CORPORATION COM 0.0%
Value ($000) $240 Shares 9,806 Est. Cost $26.35 Unrealized 0.0%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $240 Shares 17,558 Est. Cost $7.96 Unrealized +68.9%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $239 Shares 3,024 Est. Cost $67.54 Unrealized
BLD TOPBUILD CORP COM 0.0%
Value ($000) $239 Shares 587 Est. Cost $286.36 Unrealized +40.9%
BSJO INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $239 Shares 10,500 Est. Cost $25.15 Unrealized
IHE ISHARES U.S. PHARMACEUTICALS ETF 0.0%
Value ($000) $238 Shares 3,372 Est. Cost $107.08 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $237 Shares 1,083 Est. Cost $190.88 Unrealized
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $235 Shares 12,972 Est. Cost $20.43 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $234 Shares 3,272 Est. Cost $64.40 Unrealized
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value ($000) $233 Shares 4,804 Est. Cost $47.58 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $233 Shares 1,431 Est. Cost $91.57 Unrealized +62.8%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $233 Shares 4,932 Est. Cost $40.09 Unrealized 0.0%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $233 Shares 10,121 Est. Cost $15.05 Unrealized +62.0%
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 0.0%
Value ($000) $232 Shares 10,730 Est. Cost $24.92 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value ($000) $232 Shares 3,698 Est. Cost $54.36 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $231 Shares 729 Est. Cost $330.11 Unrealized +5.7%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $230 Shares 884 Est. Cost $244.11 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $229 Shares 16,194 Est. Cost $12.08 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $229 Shares 12,722 Est. Cost $9.37 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $228 Shares 868 Est. Cost $200.95 Unrealized +18.1%
BBDC BARINGS BDC INC COM 0.0%
Value ($000) $227 Shares 23,198 Est. Cost $5.38 Unrealized +55.6%
MET METLIFE INC COM 0.0%
Value ($000) $227 Shares 2,755 Est. Cost $71.87 Unrealized 0.0%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $226 Shares 2,954 Est. Cost $72.44 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $226 Shares 4,700 Est. Cost $36.17 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $226 Shares 4,944 Est. Cost $38.51 Unrealized +6.8%
TECK TECK RESOURCES LTD CL B 0.0%
Value ($000) $224 Shares 4,290 Est. Cost $47.62 Unrealized 0.0%
CSTM CONSTELLIUM SE CL A SHS 0.0%
Value ($000) $221 Shares 13,596 Est. Cost $16.96 Unrealized 0.0%
GNMA ISHARES GNMA BOND ETF 0.0%
Value ($000) $220 Shares 4,902 Est. Cost $44.18 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $219 Shares 1,827 Est. Cost $108.32 Unrealized 0.0%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $218 Shares 9,317 Est. Cost $21.84 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $218 Shares 3,246 Est. Cost $56.54 Unrealized +14.3%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $218 Shares 2,130 Est. Cost $87.67 Unrealized
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $217 Shares 4,582 Est. Cost $45.31 Unrealized
EUSB ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $217 Shares 4,893 Est. Cost $42.55 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $216 Shares 1,438 Est. Cost $153.37 Unrealized -4.3%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $215 Shares 4,475 Est. Cost $40.53 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $214 Shares 2,670 Est. Cost $69.07 Unrealized 0.0%
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 0.0%
Value ($000) $214 Shares 30,000 Est. Cost $7.13 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $214 Shares 475 Est. Cost $354.55 Unrealized +15.8%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $213 Shares 19,336 Est. Cost $9.33 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $212 Shares 2,322 Est. Cost $81.49 Unrealized 0.0%
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.0%
Value ($000) $210 Shares 10,533 Est. Cost $20.87 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $210 Shares 5,730 Est. Cost $36.58 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $209 Shares 4,451 Est. Cost $46.97 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $208 Shares 814 Est. Cost $241.07 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $208 Shares 2,004 Est. Cost $98.62 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $207 Shares 2,915 Est. Cost $61.08 Unrealized
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $207 Shares 4,900 Est. Cost $41.54 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $206 Shares 1,435 Est. Cost $130.68 Unrealized +10.2%
FTLS FIRST TRUST LONG/SHORT EQUITY ETF 0.0%
Value ($000) $206 Shares 3,241 Est. Cost $62.60 Unrealized
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value ($000) $206 Shares 21,900 Est. Cost $10.72 Unrealized -11.6%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $205 Shares 1,645 Est. Cost $113.27 Unrealized 0.0%
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value ($000) $205 Shares 4,123 Est. Cost $49.79 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $205 Shares 2,659 Est. Cost $66.04 Unrealized +10.3%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $205 Shares 1,267 Est. Cost $146.88 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $205 Shares 2,102 Est. Cost $97.42 Unrealized
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $204 Shares 4,403 Est. Cost $46.39 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $203 Shares 3,827 Est. Cost $47.48 Unrealized
BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 0.0%
Value ($000) $201 Shares 8,561 Est. Cost $22.69 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $194 Shares 17,000 Est. Cost $11.04 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $185 Shares 19,017 Est. Cost $10.24 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $185 Shares 14,228 Est. Cost $16.94 Unrealized
MITT AG MTG INVT TR INC COM NEW 0.0%
Value ($000) $167 Shares 22,300 Est. Cost $6.18 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $160 Shares 47,200 Est. Cost $4.21 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $155 Shares 14,622 Est. Cost $8.26 Unrealized
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $152 Shares 10,000 Est. Cost $16.03 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $146 Shares 12,824 Est. Cost $14.21 Unrealized
RIVERNORTH OPPORTUNITIES FD IN COM 0.0%
Value ($000) $142 Shares 11,000 Est. Cost $11.03 Unrealized
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $140 Shares 14,993 Est. Cost $2.55 Unrealized +254.0%
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $137 Shares 11,681 Est. Cost $19.26 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $135 Shares 14,857 Est. Cost $7.58 Unrealized +7.1%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $134 Shares 54,700 Est. Cost $3.07 Unrealized -26.6%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $133 Shares 10,600 Est. Cost $11.68 Unrealized
NUVEEN NEW YORK QLT MUN INC FD COM 0.0%
Value ($000) $118 Shares 10,000 Est. Cost $11.79 Unrealized
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $116 Shares 21,250 Est. Cost $10.35 Unrealized
WESTERN ASSET HIGH INCOME OPPO COM 0.0%
Value ($000) $115 Shares 28,386 Est. Cost $4.05 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $112 Shares 10,378 Est. Cost $10.04 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $104 Shares 14,681 Est. Cost $2.65 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $95 Shares 12,048 Est. Cost $15.50 Unrealized -53.1%
CLOUGH GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $94 Shares 15,967 Est. Cost $11.67 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $94 Shares 10,975 Est. Cost $13.06 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $84 Shares 11,093 Est. Cost $7.12 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $76 Shares 50,850 Est. Cost $2.88 Unrealized -48.4%
AKOYA BIOSCIENCES INC COM 0.0%
Value ($000) $75 Shares 27,600 Est. Cost $2.72 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $69 Shares 28,428 Est. Cost $2.13 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $34 Shares 10,807 Est. Cost $2.75 Unrealized
OMEX ODYSSEY MARINE EXPL INC COM NEW 0.0%
Value ($000) $26 Shares 31,300 Est. Cost $4.44 Unrealized -15.5%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $25 Shares 797 Est. Cost $31.78 Unrealized
BCAB BIOATLA INC COM 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.68 Unrealized 0.0%
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $6 Shares 117,775 Est. Cost $0.39 Unrealized
VANECK RUSSIA ETF 0.0%
Value ($000) $0 Shares 130,665 Est. Cost $5.65 Unrealized