TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 3, 2025

Total Value ($000): $1,385,715 (100.0% shares, 0.0% debt)

Holdings (570)

AAPL APPLE INC COM 7.9%
Value ($000) $109,964 Shares 439,119 Est. Cost $111.30 Unrealized +110.7%
MSFT MICROSOFT CORP COM 2.8%
Value ($000) $39,133 Shares 92,841 Est. Cost $230.11 Unrealized +83.5%
OBDC BLUE OWL CAPITAL CORPORATION COM 2.7%
Value ($000) $36,948 Shares 2,443,657 Est. Cost $8.91 Unrealized +47.0%
OWL BLUE OWL CAPITAL INC COM CL A 2.5%
Value ($000) $33,986 Shares 1,461,147 Est. Cost $11.65 Unrealized +96.5%
FSK FS KKR CAP CORP COM 2.2%
Value ($000) $29,862 Shares 1,374,845 Est. Cost $14.15 Unrealized +24.2%
MRK MERCK & CO INC COM 2.0%
Value ($000) $28,323 Shares 284,715 Est. Cost $67.46 Unrealized +46.3%
SPY SPDR S&P 500 ETF TRUST 1.7%
Value ($000) $23,260 Shares 39,687 Est. Cost $492.33 Unrealized
AMZN AMAZON COM INC COM 1.5%
Value ($000) $20,883 Shares 95,188 Est. Cost $129.60 Unrealized +57.9%
NVDA NVIDIA CORPORATION COM 1.4%
Value ($000) $19,494 Shares 145,163 Est. Cost $94.89 Unrealized +45.2%
QQQ INVESCO QQQ TRUST SERIES I 1.3%
Value ($000) $18,063 Shares 35,332 Est. Cost $255.63 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.2%
Value ($000) $16,712 Shares 69,719 Est. Cost $138.99 Unrealized +64.1%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.2%
Value ($000) $15,999 Shares 125,395 Est. Cost $95.67 Unrealized
AVGO BROADCOM INC COM 1.1%
Value ($000) $14,655 Shares 63,213 Est. Cost $146.17 Unrealized +25.1%
IBM INTERNATIONAL BUSINESS MACHS COM 1.1%
Value ($000) $14,598 Shares 66,405 Est. Cost $119.44 Unrealized +81.1%
SPGI S&P GLOBAL INC COM 1.0%
Value ($000) $13,991 Shares 28,093 Est. Cost $417.68 Unrealized +20.5%
LLY ELI LILLY & CO COM 1.0%
Value ($000) $13,383 Shares 17,335 Est. Cost $297.32 Unrealized +176.2%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.9%
Value ($000) $12,853 Shares 397,809 Est. Cost $17.62 Unrealized +55.9%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.9%
Value ($000) $12,477 Shares 1,432,456 Est. Cost $10.16 Unrealized -14.9%
GOOG ALPHABET INC CAP STK CL C 0.9%
Value ($000) $12,249 Shares 64,319 Est. Cost $114.50 Unrealized +53.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.9%
Value ($000) $11,973 Shares 61,140 Est. Cost $153.74 Unrealized
META META PLATFORMS INC CL A 0.8%
Value ($000) $11,507 Shares 19,653 Est. Cost $270.56 Unrealized +116.1%
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $11,454 Shares 19,456 Est. Cost $394.09 Unrealized
HD HOME DEPOT INC COM 0.8%
Value ($000) $11,189 Shares 28,765 Est. Cost $239.16 Unrealized +66.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.8%
Value ($000) $11,074 Shares 195,797 Est. Cost $45.92 Unrealized +14.5%
VTV VANGUARD VALUE ETF 0.8%
Value ($000) $11,019 Shares 65,086 Est. Cost $140.50 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.8%
Value ($000) $10,753 Shares 1,028,022 Est. Cost $11.10 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $10,626 Shares 23,442 Est. Cost $249.56 Unrealized +85.0%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.8%
Value ($000) $10,562 Shares 45,424 Est. Cost $158.07 Unrealized
BX BLACKSTONE INC COM 0.7%
Value ($000) $10,212 Shares 59,225 Est. Cost $66.29 Unrealized +154.6%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $10,180 Shares 53,776 Est. Cost $114.26 Unrealized +52.4%
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $10,053 Shares 93,454 Est. Cost $59.91 Unrealized +87.6%
V VISA INC COM CL A 0.7%
Value ($000) $9,610 Shares 30,409 Est. Cost $232.77 Unrealized +28.2%
VV VANGUARD LARGE-CAP ETF 0.7%
Value ($000) $9,033 Shares 33,492 Est. Cost $196.76 Unrealized
BRZU DIREXION DAILY MSCI BRAZIL BULL 2X SHARES 0.6%
Value ($000) $8,903 Shares 215,000 Est. Cost $41.41 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.6%
Value ($000) $8,527 Shares 176,441 Est. Cost $42.17 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.6%
Value ($000) $8,402 Shares 95,584 Est. Cost $69.85 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $8,278 Shares 57,242 Est. Cost $142.17 Unrealized +5.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $7,934 Shares 27,375 Est. Cost $201.68 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $7,652 Shares 43,060 Est. Cost $119.63 Unrealized +48.3%
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $7,638 Shares 26,092 Est. Cost $179.97 Unrealized +60.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $7,394 Shares 74,272 Est. Cost $93.35 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.5%
Value ($000) $7,287 Shares 52,972 Est. Cost $133.17 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.5%
Value ($000) $6,820 Shares 557,668 Est. Cost $11.60 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $6,640 Shares 12,323 Est. Cost $424.79 Unrealized
TSLA TESLA INC COM 0.5%
Value ($000) $6,582 Shares 16,299 Est. Cost $247.15 Unrealized +30.2%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.5%
Value ($000) $6,559 Shares 226,107 Est. Cost $29.32 Unrealized
GLD SPDR GOLD SHARES 0.5%
Value ($000) $6,268 Shares 25,886 Est. Cost $181.56 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.5%
Value ($000) $6,236 Shares 141,147 Est. Cost $45.38 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $6,027 Shares 36,170 Est. Cost $85.10 Unrealized +106.6%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $5,904 Shares 33,695 Est. Cost $163.81 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.4%
Value ($000) $5,799 Shares 81,627 Est. Cost $70.15 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.4%
Value ($000) $5,670 Shares 13,326 Est. Cost $395.75 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.4%
Value ($000) $5,471 Shares 98,660 Est. Cost $58.06 Unrealized
AGNC AGNC INVT CORP COM 0.4%
Value ($000) $5,311 Shares 576,706 Est. Cost $10.03 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $5,300 Shares 61,874 Est. Cost $79.11 Unrealized
BLACKROCK MUNIYIELD N Y QUALIT COM 0.4%
Value ($000) $5,293 Shares 525,091 Est. Cost $10.78 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $5,258 Shares 31,362 Est. Cost $113.44 Unrealized +46.1%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $5,063 Shares 88,183 Est. Cost $55.27 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $5,037 Shares 71,671 Est. Cost $69.82 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.4%
Value ($000) $4,999 Shares 228,248 Est. Cost $22.04 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.4%
Value ($000) $4,962 Shares 93,543 Est. Cost $43.22 Unrealized
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $4,945 Shares 61,911 Est. Cost $91.70 Unrealized -8.6%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.4%
Value ($000) $4,907 Shares 42,470 Est. Cost $115.24 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $4,766 Shares 7 Est. Cost $422631.30 Unrealized +63.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.3%
Value ($000) $4,758 Shares 72,620 Est. Cost $75.16 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,599 Shares 20,500 Est. Cost $189.65 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $4,568 Shares 31,537 Est. Cost $96.39 Unrealized +50.9%
PEP PEPSICO INC COM 0.3%
Value ($000) $4,527 Shares 29,771 Est. Cost $130.78 Unrealized +19.7%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.3%
Value ($000) $4,508 Shares 193,325 Est. Cost $23.25 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $4,501 Shares 34,072 Est. Cost $124.07 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,476 Shares 46,232 Est. Cost $72.91 Unrealized
XBI SPDR S&P BIOTECH ETF 0.3%
Value ($000) $4,444 Shares 49,350 Est. Cost $88.54 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $4,337 Shares 55,592 Est. Cost $78.85 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value ($000) $4,302 Shares 23,270 Est. Cost $174.50 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $4,263 Shares 38,280 Est. Cost $121.19 Unrealized -14.6%
WINN HARBOR LONG-TERM GROWERS ETF 0.3%
Value ($000) $4,171 Shares 153,307 Est. Cost $19.37 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $4,150 Shares 66,609 Est. Cost $67.98 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $4,129 Shares 19,437 Est. Cost $152.12 Unrealized +43.2%
ETN EATON CORP PLC SHS 0.3%
Value ($000) $4,094 Shares 12,335 Est. Cost $177.94 Unrealized +95.1%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.3%
Value ($000) $4,032 Shares 69,102 Est. Cost $51.00 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $4,029 Shares 151,869 Est. Cost $27.00 Unrealized -7.0%
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $4,013 Shares 80,325 Est. Cost $57.52 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,006 Shares 13,819 Est. Cost $196.47 Unrealized +47.7%
FXI ISHARES CHINA LARGE-CAP ETF 0.3%
Value ($000) $3,981 Shares 130,797 Est. Cost $30.45 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $3,977 Shares 39,175 Est. Cost $82.34 Unrealized
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $3,963 Shares 9,656 Est. Cost $272.45 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $3,957 Shares 11,249 Est. Cost $298.15 Unrealized +19.0%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $3,940 Shares 10,942 Est. Cost $275.23 Unrealized +33.1%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $3,852 Shares 55,881 Est. Cost $51.78 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $3,836 Shares 7,374 Est. Cost $453.60 Unrealized +20.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $3,827 Shares 6,154 Est. Cost $421.63 Unrealized
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $3,818 Shares 139,354 Est. Cost $13.56 Unrealized +83.5%
CHD CHURCH & DWIGHT CO INC COM 0.3%
Value ($000) $3,696 Shares 35,294 Est. Cost $68.10 Unrealized +52.8%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,675 Shares 16,271 Est. Cost $158.81 Unrealized +28.2%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $3,651 Shares 30,217 Est. Cost $72.18 Unrealized +63.1%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,622 Shares 46,077 Est. Cost $72.76 Unrealized
BLK BLACKROCK INC COM 0.3%
Value ($000) $3,620 Shares 3,531 Est. Cost $991.05 Unrealized 0.0%
WMT WALMART INC COM 0.3%
Value ($000) $3,587 Shares 39,696 Est. Cost $54.13 Unrealized +58.5%
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,512 Shares 35,281 Est. Cost $116.01 Unrealized
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $3,481 Shares 49,559 Est. Cost $29.85 Unrealized +123.4%
FOLD AMICUS THERAPEUTICS INC COM 0.2%
Value ($000) $3,428 Shares 363,913 Est. Cost $13.89 Unrealized -25.1%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $3,359 Shares 17,914 Est. Cost $128.13 Unrealized +50.7%
TEL TE CONNECTIVITY PLC ORD SHS 0.2%
Value ($000) $3,324 Shares 23,251 Est. Cost $146.89 Unrealized -0.1%
GM GENERAL MTRS CO COM 0.2%
Value ($000) $3,279 Shares 61,553 Est. Cost $38.75 Unrealized +33.5%
COR CENCORA INC COM 0.2%
Value ($000) $3,251 Shares 14,470 Est. Cost $188.06 Unrealized +24.0%
NFLX NETFLIX INC COM 0.2%
Value ($000) $3,197 Shares 3,587 Est. Cost $59.13 Unrealized +39.2%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $3,195 Shares 6,068 Est. Cost $387.64 Unrealized +32.8%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $3,174 Shares 25,246 Est. Cost $56.61 Unrealized +111.1%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $3,162 Shares 13,776 Est. Cost $207.08 Unrealized +17.8%
UNP UNION PAC CORP COM 0.2%
Value ($000) $3,160 Shares 13,858 Est. Cost $201.23 Unrealized +14.4%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3,029 Shares 26,286 Est. Cost $99.66 Unrealized
BLUE OWL CAP CORP III COM SHS 0.2%
Value ($000) $3,016 Shares 209,130 Est. Cost $14.66 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $3,002 Shares 12,496 Est. Cost $211.73 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,962 Shares 5,856 Est. Cost $434.99 Unrealized +27.1%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $2,902 Shares 3,167 Est. Cost $432.50 Unrealized +113.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,848 Shares 39,721 Est. Cost $69.42 Unrealized +8.1%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $2,821 Shares 15,844 Est. Cost $126.97 Unrealized
NUVEEN NEW YORK QLT MUN INC FD COM 0.2%
Value ($000) $2,809 Shares 246,398 Est. Cost $11.42 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.2%
Value ($000) $2,803 Shares 34,347 Est. Cost $178.20 Unrealized -55.9%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $2,786 Shares 12,324 Est. Cost $162.89 Unrealized +35.0%
AMGN AMGEN INC COM 0.2%
Value ($000) $2,778 Shares 10,659 Est. Cost $208.74 Unrealized +37.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $2,778 Shares 21,563 Est. Cost $102.46 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $2,700 Shares 61,440 Est. Cost $28.35 Unrealized +51.1%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $2,699 Shares 53,848 Est. Cost $50.73 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $2,699 Shares 59,706 Est. Cost $48.29 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $2,683 Shares 7,891 Est. Cost $272.40 Unrealized +35.7%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $2,678 Shares 10,138 Est. Cost $230.86 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $2,671 Shares 45,126 Est. Cost $39.96 Unrealized +38.6%
RTX RTX CORPORATION COM 0.2%
Value ($000) $2,671 Shares 23,078 Est. Cost $75.82 Unrealized +56.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $2,669 Shares 17,915 Est. Cost $97.91 Unrealized +59.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,659 Shares 30,452 Est. Cost $105.85 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.2%
Value ($000) $2,658 Shares 27,531 Est. Cost $90.59 Unrealized
MCO MOODYS CORP COM 0.2%
Value ($000) $2,588 Shares 5,467 Est. Cost $318.44 Unrealized +48.6%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.2%
Value ($000) $2,576 Shares 50,262 Est. Cost $45.26 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $2,544 Shares 19,375 Est. Cost $117.96 Unrealized
GWW GRAINGER W W INC COM 0.2%
Value ($000) $2,531 Shares 2,401 Est. Cost $478.51 Unrealized +133.2%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $2,519 Shares 6,274 Est. Cost $252.52 Unrealized
ADBE ADOBE INC COM 0.2%
Value ($000) $2,482 Shares 5,581 Est. Cost $502.64 Unrealized -1.5%
PPG PPG INDS INC COM 0.2%
Value ($000) $2,476 Shares 20,725 Est. Cost $127.27 Unrealized -4.5%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.2%
Value ($000) $2,376 Shares 52,890 Est. Cost $37.06 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $2,369 Shares 63,113 Est. Cost $39.90 Unrealized +0.2%
INDIA FD INC COM 0.2%
Value ($000) $2,312 Shares 146,764 Est. Cost $18.35 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.2%
Value ($000) $2,300 Shares 16,502 Est. Cost $109.42 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $2,264 Shares 29,938 Est. Cost $75.00 Unrealized
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $2,244 Shares 12,582 Est. Cost $88.38 Unrealized +93.1%
FTAI FTAI AVIATION LTD SHS 0.2%
Value ($000) $2,160 Shares 14,993 Est. Cost $15.67 Unrealized +830.7%
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $2,143 Shares 18,148 Est. Cost $98.91 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $2,125 Shares 40,700 Est. Cost $54.80 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $2,112 Shares 8,016 Est. Cost $191.48 Unrealized +47.2%
KFY KORN FERRY COM NEW 0.2%
Value ($000) $2,082 Shares 30,870 Est. Cost $47.96 Unrealized +46.9%
CRM SALESFORCE INC COM 0.1%
Value ($000) $2,073 Shares 6,200 Est. Cost $240.68 Unrealized +31.6%
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.1%
Value ($000) $2,072 Shares 79,312 Est. Cost $13.38 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $2,060 Shares 35,803 Est. Cost $55.23 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $2,058 Shares 25,634 Est. Cost $92.53 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $2,055 Shares 22,231 Est. Cost $96.68 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $2,048 Shares 11,164 Est. Cost $189.55 Unrealized +4.6%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value ($000) $2,037 Shares 18,149 Est. Cost $102.39 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $2,010 Shares 21,797 Est. Cost $75.63 Unrealized +23.1%
PAG PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $1,979 Shares 12,979 Est. Cost $87.76 Unrealized +80.8%
KO COCA COLA CO COM 0.1%
Value ($000) $1,950 Shares 31,314 Est. Cost $49.36 Unrealized +27.8%
SPGP INVESCO S&P 500 GARP ETF 0.1%
Value ($000) $1,930 Shares 18,398 Est. Cost $97.11 Unrealized
KVUE KENVUE INC COM 0.1%
Value ($000) $1,898 Shares 88,882 Est. Cost $20.27 Unrealized +7.0%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,888 Shares 10,376 Est. Cost $137.89 Unrealized +37.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,856 Shares 8,399 Est. Cost $190.40 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,853 Shares 32,863 Est. Cost $51.25 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,846 Shares 12,014 Est. Cost $117.21 Unrealized +36.1%
CNC CENTENE CORP DEL COM 0.1%
Value ($000) $1,831 Shares 30,225 Est. Cost $66.63 Unrealized -6.4%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $1,817 Shares 18,764 Est. Cost $95.84 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $1,799 Shares 6,202 Est. Cost $249.13 Unrealized +22.0%
ADC AGREE RLTY CORP COM 0.1%
Value ($000) $1,740 Shares 24,697 Est. Cost $57.32 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,735 Shares 79,271 Est. Cost $9.86 Unrealized +96.5%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $1,721 Shares 7,691 Est. Cost $100.20 Unrealized +147.3%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $1,704 Shares 8,841 Est. Cost $126.50 Unrealized +50.1%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,693 Shares 6,858 Est. Cost $179.29 Unrealized +45.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $1,674 Shares 85,429 Est. Cost $12.58 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $1,674 Shares 12,964 Est. Cost $103.95 Unrealized +23.5%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $1,665 Shares 9,984 Est. Cost $62.04 Unrealized +185.6%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,660 Shares 5,928 Est. Cost $217.71 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,639 Shares 18,028 Est. Cost $67.91 Unrealized +37.1%
AMLP ALERIAN MLP ETF 0.1%
Value ($000) $1,621 Shares 33,663 Est. Cost $37.71 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $1,621 Shares 5,761 Est. Cost $226.36 Unrealized +20.0%
NKE NIKE INC CL B 0.1%
Value ($000) $1,596 Shares 21,098 Est. Cost $99.40 Unrealized -23.1%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $1,567 Shares 18,224 Est. Cost $82.44 Unrealized
IAI ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF 0.1%
Value ($000) $1,548 Shares 10,745 Est. Cost $116.93 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,533 Shares 2,212 Est. Cost $851.03 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,531 Shares 8,020 Est. Cost $181.32 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.1%
Value ($000) $1,519 Shares 13,134 Est. Cost $86.29 Unrealized +29.9%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.1%
Value ($000) $1,494 Shares 40,253 Est. Cost $35.95 Unrealized
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $1,488 Shares 10,540 Est. Cost $137.54 Unrealized
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,459 Shares 1,376 Est. Cost $146.74 Unrealized +38.1%
BAR GRANITESHARES GOLD SHARES 0.1%
Value ($000) $1,454 Shares 56,149 Est. Cost $18.74 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,449 Shares 10,958 Est. Cost $131.25 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,445 Shares 36,137 Est. Cost $41.48 Unrealized -5.0%
CLOA ISHARES AAA CLO ACTIVE ETF 0.1%
Value ($000) $1,412 Shares 27,275 Est. Cost $51.86 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $1,405 Shares 14,419 Est. Cost $88.44 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,394 Shares 10,577 Est. Cost $105.19 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,384 Shares 13,954 Est. Cost $71.59 Unrealized +42.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $1,375 Shares 2,635 Est. Cost $352.64 Unrealized +47.7%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,373 Shares 19,509 Est. Cost $45.06 Unrealized +45.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,367 Shares 14,975 Est. Cost $76.28 Unrealized +23.2%
FISV FISERV INC COM 0.1%
Value ($000) $1,364 Shares 6,642 Est. Cost $124.43 Unrealized +64.1%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,362 Shares 2,379 Est. Cost $353.20 Unrealized +54.3%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $1,359 Shares 59,868 Est. Cost $36.05 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $1,353 Shares 8,751 Est. Cost $133.32 Unrealized +12.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $1,348 Shares 25,690 Est. Cost $52.99 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,338 Shares 22,398 Est. Cost $58.07 Unrealized +9.5%
KKR KKR & CO INC COM 0.1%
Value ($000) $1,335 Shares 9,023 Est. Cost $79.47 Unrealized +83.5%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $1,325 Shares 72,430 Est. Cost $19.56 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,316 Shares 3,627 Est. Cost $218.81 Unrealized +74.5%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,311 Shares 3,256 Est. Cost $453.14 Unrealized +2.3%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $1,284 Shares 24,205 Est. Cost $53.08 Unrealized +4.4%
SOXX ISHARES SEMICONDUCTOR ETF 0.1%
Value ($000) $1,277 Shares 5,924 Est. Cost $303.40 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $1,252 Shares 7,851 Est. Cost $94.29 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,241 Shares 7,618 Est. Cost $177.44 Unrealized -0.6%
T AT&T INC COM 0.1%
Value ($000) $1,239 Shares 54,400 Est. Cost $17.71 Unrealized +21.4%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,233 Shares 4,465 Est. Cost $214.27 Unrealized +45.3%
JBBB JANUS HENDERSON B-BBB CLO ETF 0.1%
Value ($000) $1,220 Shares 24,816 Est. Cost $49.18 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $1,209 Shares 8,944 Est. Cost $151.18 Unrealized -9.6%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $1,201 Shares 51,804 Est. Cost $33.73 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $1,189 Shares 8,781 Est. Cost $136.34 Unrealized
BRC BRADY CORP CL A 0.1%
Value ($000) $1,174 Shares 15,893 Est. Cost $48.07 Unrealized +52.0%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $1,159 Shares 4,668 Est. Cost $157.80 Unrealized +60.9%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $1,156 Shares 10,612 Est. Cost $58.50 Unrealized +119.8%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $1,146 Shares 8,860 Est. Cost $119.24 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $1,141 Shares 2,724 Est. Cost $350.61 Unrealized +28.0%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,130 Shares 13,907 Est. Cost $71.61 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $1,101 Shares 2,880 Est. Cost $363.20 Unrealized -10.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $1,099 Shares 40,228 Est. Cost $84.52 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $1,093 Shares 1,738 Est. Cost $600.70 Unrealized +5.7%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,083 Shares 5,465 Est. Cost $166.44 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,078 Shares 3,903 Est. Cost $175.95 Unrealized +59.9%
IVOL QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF 0.1%
Value ($000) $1,048 Shares 59,048 Est. Cost $20.56 Unrealized
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.1%
Value ($000) $1,046 Shares 14,822 Est. Cost $65.64 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,038 Shares 5,258 Est. Cost $117.50 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,027 Shares 34,750 Est. Cost $29.86 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $1,018 Shares 12,043 Est. Cost $54.16 Unrealized +57.5%
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,011 Shares 10,388 Est. Cost $85.40 Unrealized
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.1%
Value ($000) $1,001 Shares 46,925 Est. Cost $22.10 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $1,000 Shares 3,040 Est. Cost $159.31 Unrealized +95.8%
ROL ROLLINS INC COM 0.1%
Value ($000) $988 Shares 21,311 Est. Cost $48.56 Unrealized -0.5%
CSX CSX CORP COM 0.1%
Value ($000) $986 Shares 30,551 Est. Cost $29.80 Unrealized +13.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $978 Shares 7,713 Est. Cost $104.36 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $975 Shares 19,073 Est. Cost $39.07 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $970 Shares 17,961 Est. Cost $57.04 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $969 Shares 7,377 Est. Cost $150.90 Unrealized -10.7%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $939 Shares 10,514 Est. Cost $82.03 Unrealized
SBR SABINE RTY TR UNIT BEN INT 0.1%
Value ($000) $938 Shares 14,480 Est. Cost $71.81 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $933 Shares 4,626 Est. Cost $154.63 Unrealized +36.5%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $933 Shares 7,252 Est. Cost $116.47 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.1%
Value ($000) $932 Shares 34,374 Est. Cost $23.62 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $924 Shares 3,643 Est. Cost $276.90 Unrealized -4.8%
EXC EXELON CORP COM 0.1%
Value ($000) $911 Shares 24,207 Est. Cost $29.64 Unrealized +25.7%
EZU ISHARES MSCI EUROZONE ETF 0.1%
Value ($000) $910 Shares 19,278 Est. Cost $47.78 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.1%
Value ($000) $889 Shares 40,050 Est. Cost $22.08 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $889 Shares 7,385 Est. Cost $70.18 Unrealized +71.8%
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $873 Shares 83,501 Est. Cost $13.72 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $873 Shares 1,798 Est. Cost $557.97 Unrealized -6.3%
BA BOEING CO COM 0.1%
Value ($000) $871 Shares 4,923 Est. Cost $188.88 Unrealized -16.9%
AVT AVNET INC COM 0.1%
Value ($000) $871 Shares 16,652 Est. Cost $45.06 Unrealized +16.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $871 Shares 7,700 Est. Cost $105.99 Unrealized +6.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $869 Shares 11,739 Est. Cost $53.24 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $857 Shares 14,344 Est. Cost $54.68 Unrealized
SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 0.1%
Value ($000) $849 Shares 29,183 Est. Cost $29.19 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.1%
Value ($000) $843 Shares 8,424 Est. Cost $100.12 Unrealized
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.1%
Value ($000) $836 Shares 12,010 Est. Cost $57.77 Unrealized
MBB ISHARES MBS ETF 0.1%
Value ($000) $836 Shares 9,123 Est. Cost $98.40 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $835 Shares 1,719 Est. Cost $350.80 Unrealized +50.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $834 Shares 9,388 Est. Cost $68.69 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $815 Shares 13,518 Est. Cost $61.90 Unrealized -2.6%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $814 Shares 2,527 Est. Cost $280.05 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $810 Shares 6,122 Est. Cost $119.11 Unrealized
CPRT COPART INC COM 0.1%
Value ($000) $787 Shares 13,721 Est. Cost $54.64 Unrealized +4.2%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $770 Shares 4,734 Est. Cost $141.80 Unrealized +26.4%
WDAY WORKDAY INC CL A 0.1%
Value ($000) $769 Shares 2,980 Est. Cost $236.11 Unrealized +8.2%
CME CME GROUP INC COM 0.1%
Value ($000) $767 Shares 3,304 Est. Cost $158.59 Unrealized +38.5%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $763 Shares 7,221 Est. Cost $109.04 Unrealized +1.0%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $759 Shares 1,425 Est. Cost $288.39 Unrealized +82.5%
TD TORONTO DOMINION BK ONT COM NEW 0.1%
Value ($000) $758 Shares 14,236 Est. Cost $60.04 Unrealized -6.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $758 Shares 8,572 Est. Cost $78.45 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $758 Shares 8,287 Est. Cost $91.56 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $755 Shares 8,909 Est. Cost $117.72 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $752 Shares 23,973 Est. Cost $25.57 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.1%
Value ($000) $748 Shares 30,916 Est. Cost $23.51 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $745 Shares 13,772 Est. Cost $20.63 Unrealized +150.7%
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $742 Shares 626 Est. Cost $49.15 Unrealized +64.1%
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.1%
Value ($000) $736 Shares 68,577 Est. Cost $11.34 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $734 Shares 10,149 Est. Cost $80.06 Unrealized -4.5%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.1%
Value ($000) $730 Shares 14,500 Est. Cost $50.75 Unrealized
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $722 Shares 6,146 Est. Cost $100.07 Unrealized +23.6%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $720 Shares 22,895 Est. Cost $32.76 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $710 Shares 1,183 Est. Cost $493.05 Unrealized +20.0%
GABELLI DIVID & INCOME TR COM 0.1%
Value ($000) $702 Shares 29,072 Est. Cost $22.49 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value ($000) $686 Shares 2,990 Est. Cost $203.69 Unrealized +11.2%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $684 Shares 13,080 Est. Cost $30.23 Unrealized +61.5%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $670 Shares 12,876 Est. Cost $52.82 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $669 Shares 11,750 Est. Cost $47.51 Unrealized +23.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $668 Shares 5,251 Est. Cost $147.20 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $664 Shares 7,434 Est. Cost $52.84 Unrealized +66.6%
EOG EOG RES INC COM 0.0%
Value ($000) $659 Shares 5,379 Est. Cost $108.51 Unrealized +13.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $653 Shares 6,740 Est. Cost $104.17 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $652 Shares 17,726 Est. Cost $25.42 Unrealized +37.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $651 Shares 11,485 Est. Cost $53.87 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $636 Shares 12,844 Est. Cost $38.83 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $626 Shares 13,954 Est. Cost $61.50 Unrealized -12.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $622 Shares 18,330 Est. Cost $31.99 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $620 Shares 4,636 Est. Cost $126.19 Unrealized +12.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $619 Shares 2,729 Est. Cost $237.54 Unrealized -5.2%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $616 Shares 3,197 Est. Cost $116.46 Unrealized +62.6%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.0%
Value ($000) $614 Shares 555 Est. Cost $158.34 Unrealized +156.4%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $610 Shares 33,501 Est. Cost $19.27 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $610 Shares 5,194 Est. Cost $112.47 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $606 Shares 5,189 Est. Cost $114.02 Unrealized +5.4%
IUSV ISHARES CORE S&P US VALUE ETF 0.0%
Value ($000) $601 Shares 6,486 Est. Cost $91.13 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $594 Shares 4,318 Est. Cost $114.00 Unrealized +23.5%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $591 Shares 4,772 Est. Cost $83.29 Unrealized +42.9%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $589 Shares 60,000 Est. Cost $10.06 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $584 Shares 8,026 Est. Cost $51.87 Unrealized +41.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $582 Shares 1,700 Est. Cost $299.96 Unrealized +10.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $574 Shares 2,382 Est. Cost $154.47 Unrealized +58.5%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $570 Shares 41,191 Est. Cost $9.25 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $569 Shares 7,883 Est. Cost $74.98 Unrealized 0.0%
RXST RXSIGHT INC COM 0.0%
Value ($000) $567 Shares 16,500 Est. Cost $23.22 Unrealized +94.2%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $567 Shares 4,502 Est. Cost $97.48 Unrealized +52.3%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $566 Shares 4,686 Est. Cost $121.61 Unrealized +18.3%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $562 Shares 4,280 Est. Cost $88.72 Unrealized +47.6%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $562 Shares 51,885 Est. Cost $11.49 Unrealized
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $556 Shares 168,377 Est. Cost $10.55 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $555 Shares 1,848 Est. Cost $288.79 Unrealized +0.7%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $554 Shares 1,917 Est. Cost $226.35 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $552 Shares 969 Est. Cost $552.78 Unrealized +0.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $551 Shares 1,858 Est. Cost $154.78 Unrealized +83.2%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $550 Shares 6,101 Est. Cost $30.88 Unrealized +195.5%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $549 Shares 12,989 Est. Cost $29.30 Unrealized +46.5%
IT GARTNER INC COM 0.0%
Value ($000) $548 Shares 1,131 Est. Cost $444.91 Unrealized +15.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $547 Shares 4,077 Est. Cost $86.79 Unrealized +52.4%
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value ($000) $545 Shares 35,954 Est. Cost $16.82 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $540 Shares 2,444 Est. Cost $189.20 Unrealized +22.3%
DHI D R HORTON INC COM 0.0%
Value ($000) $535 Shares 3,825 Est. Cost $149.89 Unrealized +10.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $532 Shares 836 Est. Cost $292.55 Unrealized +123.9%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $528 Shares 4,184 Est. Cost $139.95 Unrealized -12.6%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $526 Shares 1,176 Est. Cost $332.48 Unrealized +28.8%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $519 Shares 5,619 Est. Cost $59.88 Unrealized +45.3%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $518 Shares 6,159 Est. Cost $100.55 Unrealized +0.7%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $511 Shares 6,074 Est. Cost $84.91 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $507 Shares 2,451 Est. Cost $206.92 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $501 Shares 795 Est. Cost $458.57 Unrealized +45.9%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $500 Shares 2,356 Est. Cost $157.04 Unrealized +38.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $500 Shares 2,379 Est. Cost $198.02 Unrealized +18.4%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $496 Shares 11,543 Est. Cost $49.91 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $493 Shares 8,015 Est. Cost $45.92 Unrealized +28.8%
MAS MASCO CORP COM 0.0%
Value ($000) $493 Shares 6,787 Est. Cost $57.17 Unrealized +37.2%
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $490 Shares 7,816 Est. Cost $62.71 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $483 Shares 1,691 Est. Cost $288.50 Unrealized -4.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $478 Shares 4,035 Est. Cost $98.59 Unrealized +18.4%
GLW CORNING INC COM 0.0%
Value ($000) $474 Shares 9,974 Est. Cost $34.42 Unrealized +34.6%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $473 Shares 6,244 Est. Cost $58.71 Unrealized +19.2%
SRE SEMPRA COM 0.0%
Value ($000) $471 Shares 5,366 Est. Cost $63.18 Unrealized +33.5%
AEE AMEREN CORP COM 0.0%
Value ($000) $470 Shares 5,267 Est. Cost $70.97 Unrealized +21.9%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $467 Shares 9,028 Est. Cost $52.66 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $465 Shares 36,832 Est. Cost $15.62 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $463 Shares 48,000 Est. Cost $8.02 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $463 Shares 22,940 Est. Cost $17.23 Unrealized +17.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $459 Shares 4,029 Est. Cost $82.47 Unrealized +48.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $455 Shares 4,270 Est. Cost $105.77 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $453 Shares 7,508 Est. Cost $51.10 Unrealized +39.7%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $448 Shares 7,626 Est. Cost $71.18 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $446 Shares 5,892 Est. Cost $68.07 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $446 Shares 4,375 Est. Cost $82.80 Unrealized +28.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $442 Shares 6,475 Est. Cost $56.56 Unrealized +31.5%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $437 Shares 2,568 Est. Cost $168.42 Unrealized +10.9%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $436 Shares 4,559 Est. Cost $87.78 Unrealized +8.3%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $431 Shares 726 Est. Cost $306.87 Unrealized +77.3%
BLACKROCK MUNIYIELD MICH QU COM 0.0%
Value ($000) $420 Shares 37,573 Est. Cost $13.16 Unrealized
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $418 Shares 13,022 Est. Cost $31.54 Unrealized +3.2%
SYY SYSCO CORP COM 0.0%
Value ($000) $418 Shares 5,466 Est. Cost $68.58 Unrealized +7.8%
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $416 Shares 4,366 Est. Cost $88.37 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $416 Shares 7,994 Est. Cost $44.93 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $415 Shares 1,714 Est. Cost $203.19 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $405 Shares 2,188 Est. Cost $169.46 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $402 Shares 40,611 Est. Cost $10.78 Unrealized -8.4%
TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF 0.0%
Value ($000) $398 Shares 16,928 Est. Cost $26.94 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $398 Shares 3,194 Est. Cost $157.56 Unrealized -16.6%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $397 Shares 1,192 Est. Cost $283.06 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $396 Shares 3,708 Est. Cost $112.27 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $395 Shares 2,238 Est. Cost $186.56 Unrealized +8.3%
AZO AUTOZONE INC COM 0.0%
Value ($000) $394 Shares 123 Est. Cost $2927.39 Unrealized +8.2%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $393 Shares 1,310 Est. Cost $218.55 Unrealized +58.4%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $390 Shares 1,603 Est. Cost $222.91 Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $387 Shares 1,091 Est. Cost $359.29 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $387 Shares 2,772 Est. Cost $105.06 Unrealized +41.7%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $381 Shares 3,446 Est. Cost $68.06 Unrealized +35.9%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $380 Shares 180 Est. Cost $794.85 Unrealized +162.4%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $380 Shares 1,498 Est. Cost $229.53 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $380 Shares 1,828 Est. Cost $249.36 Unrealized -10.8%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value ($000) $379 Shares 5,023 Est. Cost $55.77 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $379 Shares 9,881 Est. Cost $43.85 Unrealized -7.6%
INTC INTEL CORP COM 0.0%
Value ($000) $379 Shares 18,884 Est. Cost $47.59 Unrealized -52.6%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $377 Shares 76 Est. Cost $3219.78 Unrealized +48.0%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $374 Shares 5,835 Est. Cost $31.53 Unrealized +120.8%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $372 Shares 20,098 Est. Cost $28.24 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $370 Shares 16,240 Est. Cost $23.07 Unrealized
WAY WAYSTAR HLDG CORP COM 0.0%
Value ($000) $367 Shares 10,000 Est. Cost $24.66 Unrealized +24.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $366 Shares 15,938 Est. Cost $25.27 Unrealized
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $363 Shares 5,727 Est. Cost $54.09 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $361 Shares 513 Est. Cost $483.34 Unrealized +66.5%
HPQ HP INC COM 0.0%
Value ($000) $361 Shares 11,059 Est. Cost $31.06 Unrealized +10.1%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $360 Shares 17,033 Est. Cost $49.10 Unrealized
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value ($000) $359 Shares 3,700 Est. Cost $95.15 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $358 Shares 14,342 Est. Cost $24.99 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $355 Shares 30,801 Est. Cost $12.32 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $353 Shares 9,483 Est. Cost $16.42 Unrealized +141.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $350 Shares 10,121 Est. Cost $15.05 Unrealized +93.4%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $350 Shares 3,602 Est. Cost $84.54 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $347 Shares 819 Est. Cost $300.76 Unrealized +37.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $342 Shares 3,641 Est. Cost $82.85 Unrealized +12.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $342 Shares 1,460 Est. Cost $243.04 Unrealized +1.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $339 Shares 3,147 Est. Cost $79.35 Unrealized +37.1%
RMD RESMED INC COM 0.0%
Value ($000) $335 Shares 1,466 Est. Cost $238.44 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $332 Shares 4,205 Est. Cost $54.09 Unrealized +46.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $331 Shares 4,024 Est. Cost $50.95 Unrealized +65.9%
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $331 Shares 10,329 Est. Cost $28.11 Unrealized +16.9%
LEN LENNAR CORP CL A 0.0%
Value ($000) $330 Shares 2,419 Est. Cost $148.12 Unrealized +7.8%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $330 Shares 1,766 Est. Cost $144.60 Unrealized +12.5%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $324 Shares 2,851 Est. Cost $118.54 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $323 Shares 2,735 Est. Cost $100.28 Unrealized +14.5%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $322 Shares 1,729 Est. Cost $122.34 Unrealized +39.7%
RY ROYAL BK CDA COM 0.0%
Value ($000) $321 Shares 2,660 Est. Cost $93.09 Unrealized +32.6%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $318 Shares 2,989 Est. Cost $120.36 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $315 Shares 10,249 Est. Cost $24.25 Unrealized +26.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $314 Shares 9,089 Est. Cost $34.59 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $314 Shares 3,652 Est. Cost $121.02 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $313 Shares 3,385 Est. Cost $78.76 Unrealized +21.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $309 Shares 3,775 Est. Cost $81.13 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $308 Shares 1,339 Est. Cost $248.40 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $307 Shares 5,000 Est. Cost $50.77 Unrealized
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $305 Shares 1,252 Est. Cost $228.99 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $304 Shares 3,769 Est. Cost $85.68 Unrealized -2.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $303 Shares 3,337 Est. Cost $109.51 Unrealized -10.4%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $303 Shares 645 Est. Cost $375.78 Unrealized +31.2%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $296 Shares 637 Est. Cost $472.88 Unrealized 0.0%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $294 Shares 1,520 Est. Cost $193.60 Unrealized
HESS CORP COM 0.0%
Value ($000) $293 Shares 2,202 Est. Cost $135.81 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $292 Shares 5,011 Est. Cost $61.76 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $291 Shares 3,874 Est. Cost $52.61 Unrealized +8.5%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $290 Shares 3,822 Est. Cost $57.13 Unrealized +30.9%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $289 Shares 3,286 Est. Cost $70.45 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $287 Shares 2,702 Est. Cost $69.40 Unrealized +40.1%
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $287 Shares 10,279 Est. Cost $36.37 Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $286 Shares 4,605 Est. Cost $61.14 Unrealized
JBL JABIL INC COM 0.0%
Value ($000) $285 Shares 1,982 Est. Cost $110.09 Unrealized +18.9%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $285 Shares 30,609 Est. Cost $10.36 Unrealized
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $283 Shares 3,312 Est. Cost $75.06 Unrealized +12.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $282 Shares 3,674 Est. Cost $75.52 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $282 Shares 2,431 Est. Cost $133.42 Unrealized -6.5%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $282 Shares 5,704 Est. Cost $58.30 Unrealized -15.5%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $281 Shares 9,339 Est. Cost $21.84 Unrealized +31.4%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $281 Shares 12,754 Est. Cost $9.37 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $280 Shares 16,097 Est. Cost $20.95 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $280 Shares 15,792 Est. Cost $17.25 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $278 Shares 760 Est. Cost $304.55 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $278 Shares 1,837 Est. Cost $135.95 Unrealized +6.7%
ALCO ALICO INC COM 0.0%
Value ($000) $277 Shares 10,670 Est. Cost $26.54 Unrealized -2.4%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $273 Shares 3,936 Est. Cost $64.37 Unrealized +7.7%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $273 Shares 6,301 Est. Cost $34.94 Unrealized +21.1%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $273 Shares 1,650 Est. Cost $113.27 Unrealized +37.7%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $271 Shares 5,623 Est. Cost $53.69 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $269 Shares 1,493 Est. Cost $170.82 Unrealized +5.8%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $267 Shares 4,932 Est. Cost $40.09 Unrealized +30.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $267 Shares 1,905 Est. Cost $112.29 Unrealized +22.3%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $266 Shares 9,131 Est. Cost $50.81 Unrealized -35.1%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $262 Shares 1,882 Est. Cost $112.11 Unrealized +23.7%
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $261 Shares 24,640 Est. Cost $10.66 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value ($000) $261 Shares 3,200 Est. Cost $81.58 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $261 Shares 5,456 Est. Cost $50.20 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $259 Shares 864 Est. Cost $266.40 Unrealized +18.6%
S SENTINELONE INC CL A 0.0%
Value ($000) $255 Shares 11,475 Est. Cost $25.52 Unrealized 0.0%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $254 Shares 2,130 Est. Cost $87.67 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $253 Shares 2,836 Est. Cost $67.68 Unrealized +40.1%
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $251 Shares 4,950 Est. Cost $50.69 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value ($000) $251 Shares 9,920 Est. Cost $25.29 Unrealized
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $250 Shares 3,898 Est. Cost $50.01 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $249 Shares 5,196 Est. Cost $38.91 Unrealized +19.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $248 Shares 3,169 Est. Cost $71.08 Unrealized +19.4%
CAPE DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF 0.0%
Value ($000) $246 Shares 8,206 Est. Cost $25.01 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $245 Shares 3,276 Est. Cost $77.09 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $244 Shares 5,963 Est. Cost $39.27 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $244 Shares 10,516 Est. Cost $31.99 Unrealized -18.2%
APA APA CORPORATION COM 0.0%
Value ($000) $241 Shares 10,449 Est. Cost $26.09 Unrealized -15.1%
SAP SAP SE SPON ADR 0.0%
Value ($000) $240 Shares 973 Est. Cost $201.73 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $239 Shares 647 Est. Cost $312.58 Unrealized +30.9%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $238 Shares 4,142 Est. Cost $76.44 Unrealized -13.2%
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.0%
Value ($000) $236 Shares 10,724 Est. Cost $20.89 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $235 Shares 48,799 Est. Cost $6.11 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $234 Shares 999 Est. Cost $203.82 Unrealized +21.9%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $234 Shares 29,807 Est. Cost $7.07 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $233 Shares 3,021 Est. Cost $77.22 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $233 Shares 2,022 Est. Cost $130.64 Unrealized -5.7%
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value ($000) $233 Shares 19,692 Est. Cost $11.39 Unrealized +3.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $233 Shares 5,566 Est. Cost $42.58 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $232 Shares 3,827 Est. Cost $58.33 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $231 Shares 2,304 Est. Cost $81.49 Unrealized +18.8%
RPM RPM INTL INC COM 0.0%
Value ($000) $231 Shares 1,879 Est. Cost $92.51 Unrealized +42.6%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $231 Shares 1,094 Est. Cost $191.08 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $231 Shares 4,255 Est. Cost $46.62 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $229 Shares 10,000 Est. Cost $12.52 Unrealized +97.9%
ICLR ICON PLC SHS 0.0%
Value ($000) $229 Shares 1,091 Est. Cost $233.52 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $226 Shares 893 Est. Cost $202.53 Unrealized +27.1%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $226 Shares 889 Est. Cost $244.11 Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $226 Shares 2,272 Est. Cost $89.24 Unrealized 0.0%
VERONA PHARMA PLC SPONSORED ADS 0.0%
Value ($000) $225 Shares 4,835 Est. Cost $46.44 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $223 Shares 21,558 Est. Cost $8.95 Unrealized +48.5%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $222 Shares 6,100 Est. Cost $36.90 Unrealized 0.0%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $222 Shares 3,312 Est. Cost $64.44 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $222 Shares 1,978 Est. Cost $107.88 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $220 Shares 2,890 Est. Cost $25.30 Unrealized +33.7%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $220 Shares 6,440 Est. Cost $34.30 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $220 Shares 475 Est. Cost $354.55 Unrealized +32.1%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value ($000) $219 Shares 2,867 Est. Cost $67.54 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $219 Shares 1,153 Est. Cost $158.55 Unrealized +21.4%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $218 Shares 3,758 Est. Cost $57.99 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $217 Shares 1,774 Est. Cost $137.07 Unrealized -5.8%
EATON VANCE ENHANCED EQUITY IN COM 0.0%
Value ($000) $217 Shares 9,078 Est. Cost $23.95 Unrealized
KRYS KRYSTAL BIOTECH INC COM 0.0%
Value ($000) $217 Shares 1,382 Est. Cost $192.81 Unrealized -8.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $216 Shares 5,942 Est. Cost $36.57 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $213 Shares 3,621 Est. Cost $58.93 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $212 Shares 2,485 Est. Cost $83.88 Unrealized 0.0%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $212 Shares 4,857 Est. Cost $43.64 Unrealized
FTLS FIRST TRUST LONG/SHORT EQUITY ETF 0.0%
Value ($000) $211 Shares 3,205 Est. Cost $62.60 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $210 Shares 2,570 Est. Cost $71.87 Unrealized +12.2%
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $209 Shares 4,900 Est. Cost $41.54 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $209 Shares 4,325 Est. Cost $46.30 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $208 Shares 1,690 Est. Cost $134.43 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $208 Shares 2,803 Est. Cost $72.44 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $208 Shares 3,065 Est. Cost $65.16 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $207 Shares 7,101 Est. Cost $26.84 Unrealized +9.9%
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $207 Shares 12,972 Est. Cost $20.43 Unrealized
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 0.0%
Value ($000) $207 Shares 30,000 Est. Cost $7.13 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $207 Shares 2,026 Est. Cost $98.70 Unrealized +7.4%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $202 Shares 3,564 Est. Cost $56.78 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $202 Shares 2,627 Est. Cost $66.04 Unrealized +16.4%
GNMA ISHARES GNMA BOND ETF 0.0%
Value ($000) $202 Shares 4,695 Est. Cost $44.18 Unrealized
DISCOVER FINL SVCS COM 0.0%
Value ($000) $201 Shares 1,160 Est. Cost $173.23 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $201 Shares 1,373 Est. Cost $130.68 Unrealized +17.1%
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $201 Shares 3,165 Est. Cost $63.45 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $200 Shares 3,690 Est. Cost $47.48 Unrealized
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $177 Shares 17,000 Est. Cost $11.04 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $176 Shares 19,017 Est. Cost $10.24 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $159 Shares 13,024 Est. Cost $12.08 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $157 Shares 10,165 Est. Cost $15.50 Unrealized -16.2%
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $154 Shares 10,000 Est. Cost $16.03 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $145 Shares 11,528 Est. Cost $16.94 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $143 Shares 14,952 Est. Cost $8.29 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $137 Shares 11,681 Est. Cost $19.26 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $136 Shares 12,912 Est. Cost $14.21 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $135 Shares 14,857 Est. Cost $7.58 Unrealized +28.0%
XMUIX BLACKROCK MUNICIPAL INCOME COM 0.0%
Value ($000) $128 Shares 10,600 Est. Cost $11.68 Unrealized
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $120 Shares 54,700 Est. Cost $3.07 Unrealized -16.3%
WESTERN ASSET HIGH INCOME OPPO COM 0.0%
Value ($000) $112 Shares 28,386 Est. Cost $4.05 Unrealized
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $109 Shares 14,993 Est. Cost $2.55 Unrealized +227.7%
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $109 Shares 21,250 Est. Cost $10.35 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value ($000) $101 Shares 10,380 Est. Cost $10.04 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $85 Shares 26,200 Est. Cost $4.21 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.0%
Value ($000) $78 Shares 11,093 Est. Cost $7.12 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $75 Shares 50,850 Est. Cost $2.88 Unrealized -46.8%
AKOYA BIOSCIENCES INC COM 0.0%
Value ($000) $63 Shares 27,600 Est. Cost $2.72 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $56 Shares 30,345 Est. Cost $2.12 Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $41 Shares 10,979 Est. Cost $4.15 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $33 Shares 11,979 Est. Cost $2.75 Unrealized
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