TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 24, 2025

Total Value ($000): $1,394,012 (100.0% shares, 0.0% debt)

Holdings (602)

AAPL APPLE INC COM 7.4%
Value ($000) $102,980 Shares 463,601 Est. Cost $117.61 Unrealized +96.2%
OBDC BLUE OWL CAPITAL CORPORATION COM 2.7%
Value ($000) $38,263 Shares 2,610,059 Est. Cost $9.20 Unrealized +45.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.6%
Value ($000) $36,264 Shares 68,091 Est. Cost $404.70 Unrealized +20.1%
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $36,056 Shares 96,049 Est. Cost $235.96 Unrealized +71.7%
FSK FS KKR CAP CORP COM 2.1%
Value ($000) $29,453 Shares 1,405,884 Est. Cost $14.27 Unrealized +34.9%
OWL BLUE OWL CAPITAL INC COM CL A 2.0%
Value ($000) $28,396 Shares 1,416,970 Est. Cost $11.65 Unrealized +93.0%
MRK MERCK & CO INC COM 1.8%
Value ($000) $24,651 Shares 274,632 Est. Cost $67.46 Unrealized +33.6%
AMZN AMAZON COM INC COM 1.4%
Value ($000) $19,455 Shares 102,256 Est. Cost $135.64 Unrealized +60.0%
NVDA NVIDIA CORPORATION COM 1.2%
Value ($000) $17,255 Shares 159,208 Est. Cost $97.70 Unrealized +29.7%
QQQ INVESCO QQQ TRUST SERIES I 1.2%
Value ($000) $17,221 Shares 36,724 Est. Cost $263.72 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.2%
Value ($000) $16,814 Shares 68,546 Est. Cost $138.99 Unrealized +80.5%
IBM INTERNATIONAL BUSINESS MACHS COM 1.2%
Value ($000) $16,397 Shares 65,942 Est. Cost $119.44 Unrealized +100.4%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.1%
Value ($000) $15,993 Shares 124,014 Est. Cost $95.67 Unrealized
LLY ELI LILLY & CO COM 1.1%
Value ($000) $14,898 Shares 18,038 Est. Cost $317.95 Unrealized +160.0%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $14,619 Shares 26,134 Est. Cost $492.33 Unrealized
SPGI S&P GLOBAL INC COM 1.0%
Value ($000) $14,104 Shares 27,757 Est. Cost $417.68 Unrealized +21.5%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.9%
Value ($000) $12,230 Shares 63,043 Est. Cost $154.95 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.8%
Value ($000) $11,796 Shares 1,472,609 Est. Cost $10.12 Unrealized -14.3%
META META PLATFORMS INC CL A 0.8%
Value ($000) $11,366 Shares 19,721 Est. Cost $270.56 Unrealized +137.7%
V VISA INC COM CL A 0.8%
Value ($000) $11,342 Shares 32,362 Est. Cost $239.02 Unrealized +40.7%
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $11,182 Shares 94,019 Est. Cost $59.91 Unrealized +79.0%
VTV VANGUARD VALUE ETF 0.8%
Value ($000) $11,103 Shares 64,274 Est. Cost $140.50 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.8%
Value ($000) $11,091 Shares 138,004 Est. Cost $73.08 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.8%
Value ($000) $10,897 Shares 19,392 Est. Cost $394.09 Unrealized
AVGO BROADCOM INC COM 0.8%
Value ($000) $10,833 Shares 64,703 Est. Cost $147.63 Unrealized +42.1%
HD HOME DEPOT INC COM 0.8%
Value ($000) $10,721 Shares 29,252 Est. Cost $241.52 Unrealized +57.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.7%
Value ($000) $10,051 Shares 201,783 Est. Cost $43.13 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $9,895 Shares 59,664 Est. Cost $142.59 Unrealized +6.9%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $9,793 Shares 63,325 Est. Cost $124.28 Unrealized +45.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.7%
Value ($000) $9,581 Shares 12 Est. Cost $550422.75 Unrealized +32.5%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value ($000) $9,563 Shares 61,211 Est. Cost $114.50 Unrealized +59.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.7%
Value ($000) $9,360 Shares 45,333 Est. Cost $158.07 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $8,837 Shares 42,177 Est. Cost $119.63 Unrealized +58.3%
VV VANGUARD LARGE-CAP ETF 0.6%
Value ($000) $8,716 Shares 33,912 Est. Cost $197.50 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.6%
Value ($000) $8,240 Shares 254,629 Est. Cost $17.62 Unrealized +68.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $8,220 Shares 29,908 Est. Cost $207.88 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.6%
Value ($000) $8,169 Shares 26,737 Est. Cost $182.75 Unrealized +61.6%
BX BLACKSTONE INC COM 0.6%
Value ($000) $7,870 Shares 56,302 Est. Cost $66.29 Unrealized +138.6%
GLD SPDR GOLD SHARES 0.6%
Value ($000) $7,821 Shares 121,420 Est. Cost $89.39 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.5%
Value ($000) $7,519 Shares 51,499 Est. Cost $133.17 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.5%
Value ($000) $7,517 Shares 73,563 Est. Cost $93.35 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value ($000) $6,862 Shares 13,352 Est. Cost $431.66 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.5%
Value ($000) $6,591 Shares 225,400 Est. Cost $29.32 Unrealized
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.5%
Value ($000) $6,487 Shares 537,002 Est. Cost $11.60 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.5%
Value ($000) $6,396 Shares 141,505 Est. Cost $45.38 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $6,164 Shares 101,072 Est. Cost $45.92 Unrealized +20.8%
VPL VANGUARD FTSE PACIFIC ETF 0.4%
Value ($000) $5,949 Shares 82,098 Est. Cost $70.15 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $5,685 Shares 60,835 Est. Cost $79.11 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.4%
Value ($000) $5,675 Shares 235,871 Est. Cost $24.06 Unrealized
AGNC AGNC INVT CORP COM 0.4%
Value ($000) $5,611 Shares 585,745 Est. Cost $10.02 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $5,510 Shares 32,332 Est. Cost $114.96 Unrealized +42.6%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $5,423 Shares 60,344 Est. Cost $91.70 Unrealized -4.7%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $5,391 Shares 88,871 Est. Cost $55.27 Unrealized
GDIV HARBOR DIVIDEND GROWTH LEADERS ETF 0.4%
Value ($000) $5,336 Shares 366,468 Est. Cost $14.56 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.4%
Value ($000) $5,294 Shares 30,561 Est. Cost $163.81 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $5,292 Shares 37,849 Est. Cost $88.49 Unrealized +82.6%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.4%
Value ($000) $5,227 Shares 54,193 Est. Cost $76.36 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $5,142 Shares 67,976 Est. Cost $69.82 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.4%
Value ($000) $5,124 Shares 43,376 Est. Cost $115.30 Unrealized
TSLA TESLA INC COM 0.4%
Value ($000) $4,885 Shares 18,849 Est. Cost $258.80 Unrealized +28.8%
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.3%
Value ($000) $4,877 Shares 219,177 Est. Cost $22.04 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $4,817 Shares 19,741 Est. Cost $153.22 Unrealized +45.8%
PEP PEPSICO INC COM 0.3%
Value ($000) $4,707 Shares 31,390 Est. Cost $131.43 Unrealized +9.2%
NMFC NEW MTN FIN CORP COM 0.3%
Value ($000) $4,674 Shares 423,784 Est. Cost $10.10 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.3%
Value ($000) $4,646 Shares 34,241 Est. Cost $124.07 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $4,606 Shares 27,530 Est. Cost $96.39 Unrealized +56.1%
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $4,587 Shares 8,200 Est. Cost $492.33 Unrealized
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.3%
Value ($000) $4,459 Shares 190,781 Est. Cost $23.25 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $4,409 Shares 14,115 Est. Cost $198.49 Unrealized +47.6%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $4,407 Shares 55,822 Est. Cost $78.85 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.3%
Value ($000) $4,394 Shares 133,195 Est. Cost $33.10 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.3%
Value ($000) $4,350 Shares 74,556 Est. Cost $66.95 Unrealized
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $4,275 Shares 20,188 Est. Cost $166.50 Unrealized +19.2%
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $4,226 Shares 11,353 Est. Cost $278.91 Unrealized +35.2%
COR CENCORA INC COM 0.3%
Value ($000) $4,206 Shares 15,124 Est. Cost $190.72 Unrealized +30.9%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,130 Shares 20,914 Est. Cost $189.80 Unrealized
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $4,008 Shares 140,469 Est. Cost $13.56 Unrealized +97.0%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.3%
Value ($000) $3,991 Shares 100,555 Est. Cost $38.19 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $3,941 Shares 7,190 Est. Cost $411.73 Unrealized +31.6%
XBI SPDR S&P BIOTECH ETF 0.3%
Value ($000) $3,938 Shares 48,553 Est. Cost $88.54 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.3%
Value ($000) $3,889 Shares 35,324 Est. Cost $68.10 Unrealized +55.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.3%
Value ($000) $3,887 Shares 52,891 Est. Cost $75.16 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $3,884 Shares 59,066 Est. Cost $52.53 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.3%
Value ($000) $3,848 Shares 69,856 Est. Cost $58.06 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.3%
Value ($000) $3,826 Shares 36,880 Est. Cost $115.48 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $3,783 Shares 38,331 Est. Cost $121.19 Unrealized -12.3%
WMT WALMART INC COM 0.3%
Value ($000) $3,773 Shares 42,978 Est. Cost $57.09 Unrealized +62.8%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $3,767 Shares 10,158 Est. Cost $277.31 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.3%
Value ($000) $3,761 Shares 62,490 Est. Cost $51.00 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $3,747 Shares 80,042 Est. Cost $43.22 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $3,706 Shares 80,538 Est. Cost $57.52 Unrealized
TJX TJX COS INC NEW COM 0.3%
Value ($000) $3,667 Shares 30,107 Est. Cost $72.18 Unrealized +66.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,637 Shares 44,532 Est. Cost $72.76 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.3%
Value ($000) $3,630 Shares 22,510 Est. Cost $174.50 Unrealized
WINN HARBOR LONG-TERM GROWERS ETF 0.3%
Value ($000) $3,616 Shares 147,596 Est. Cost $19.37 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $3,591 Shares 7,217 Est. Cost $453.60 Unrealized +19.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $3,586 Shares 11,492 Est. Cost $299.23 Unrealized +16.8%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $3,552 Shares 38,262 Est. Cost $82.34 Unrealized
ETN EATON CORP PLC SHS 0.3%
Value ($000) $3,509 Shares 12,907 Est. Cost $183.72 Unrealized +67.9%
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $3,482 Shares 48,504 Est. Cost $29.85 Unrealized +146.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $3,415 Shares 6,297 Est. Cost $424.37 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $3,289 Shares 13,921 Est. Cost $201.23 Unrealized +17.1%
NFLX NETFLIX INC COM 0.2%
Value ($000) $3,244 Shares 3,479 Est. Cost $59.13 Unrealized +60.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $3,221 Shares 30,803 Est. Cost $100.38 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $3,186 Shares 17,728 Est. Cost $128.13 Unrealized +42.2%
BLK BLACKROCK INC COM 0.2%
Value ($000) $3,152 Shares 3,331 Est. Cost $991.05 Unrealized -2.9%
PFE PFIZER INC COM 0.2%
Value ($000) $3,132 Shares 123,586 Est. Cost $27.00 Unrealized -8.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.2%
Value ($000) $3,116 Shares 18,066 Est. Cost $97.91 Unrealized +65.6%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $3,111 Shares 12,831 Est. Cost $165.61 Unrealized +40.0%
SOXX ISHARES SEMICONDUCTOR ETF 0.2%
Value ($000) $3,072 Shares 16,325 Est. Cost $229.98 Unrealized
RTX RTX CORPORATION COM 0.2%
Value ($000) $3,056 Shares 23,071 Est. Cost $75.82 Unrealized +64.6%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $3,012 Shares 42,495 Est. Cost $69.37 Unrealized -1.0%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $3,012 Shares 48,804 Est. Cost $41.48 Unrealized +44.9%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.2%
Value ($000) $3,008 Shares 90,759 Est. Cost $33.14 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $2,973 Shares 17,400 Est. Cost $130.90 Unrealized
FOLD AMICUS THERAPEUTICS INC COM 0.2%
Value ($000) $2,973 Shares 364,383 Est. Cost $13.89 Unrealized -33.4%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $2,967 Shares 3,137 Est. Cost $432.50 Unrealized +124.4%
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $2,879 Shares 68,985 Est. Cost $30.02 Unrealized +45.3%
GM GENERAL MTRS CO COM 0.2%
Value ($000) $2,878 Shares 61,204 Est. Cost $38.75 Unrealized +26.0%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $2,834 Shares 76,791 Est. Cost $39.04 Unrealized -10.2%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $2,810 Shares 24,087 Est. Cost $56.61 Unrealized +122.4%
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,802 Shares 12,637 Est. Cost $211.84 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $2,723 Shares 7,797 Est. Cost $272.40 Unrealized +27.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $2,715 Shares 54,709 Est. Cost $50.71 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $2,681 Shares 6,385 Est. Cost $395.75 Unrealized
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $2,651 Shares 12,930 Est. Cost $207.08 Unrealized +4.8%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $2,598 Shares 19,347 Est. Cost $117.96 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.2%
Value ($000) $2,593 Shares 29,750 Est. Cost $90.34 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $2,574 Shares 55,857 Est. Cost $48.29 Unrealized
MCO MOODYS CORP COM 0.2%
Value ($000) $2,560 Shares 5,498 Est. Cost $318.44 Unrealized +50.3%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $2,545 Shares 9,842 Est. Cost $230.86 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $2,529 Shares 46,851 Est. Cost $54.69 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.2%
Value ($000) $2,481 Shares 22,705 Est. Cost $76.54 Unrealized +28.6%
TEL TE CONNECTIVITY PLC ORD SHS 0.2%
Value ($000) $2,458 Shares 17,391 Est. Cost $146.89 Unrealized -0.3%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.2%
Value ($000) $2,450 Shares 50,238 Est. Cost $45.26 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $2,435 Shares 11,188 Est. Cost $189.55 Unrealized -0.0%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,422 Shares 26,612 Est. Cost $105.85 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $2,416 Shares 27,147 Est. Cost $92.44 Unrealized
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $2,378 Shares 45,776 Est. Cost $41.48 Unrealized
GWW GRAINGER W W INC COM 0.2%
Value ($000) $2,376 Shares 2,406 Est. Cost $478.51 Unrealized +114.4%
FISV FISERV INC COM 0.2%
Value ($000) $2,357 Shares 10,675 Est. Cost $160.13 Unrealized +36.7%
KO COCA COLA CO COM 0.2%
Value ($000) $2,354 Shares 32,875 Est. Cost $50.10 Unrealized +29.7%
AMGN AMGEN INC COM 0.2%
Value ($000) $2,346 Shares 7,529 Est. Cost $208.74 Unrealized +37.6%
PPG PPG INDS INC COM 0.2%
Value ($000) $2,328 Shares 21,290 Est. Cost $126.88 Unrealized -11.2%
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $2,312 Shares 12,895 Est. Cost $90.77 Unrealized +105.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $2,301 Shares 6,372 Est. Cost $254.19 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $2,300 Shares 8,439 Est. Cost $194.70 Unrealized +31.4%
WMB WILLIAMS COS INC COM 0.2%
Value ($000) $2,291 Shares 38,345 Est. Cost $42.93 Unrealized +29.1%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $2,284 Shares 44,109 Est. Cost $51.39 Unrealized
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $2,242 Shares 11,199 Est. Cost $76.54 Unrealized +155.7%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $2,238 Shares 39,174 Est. Cost $55.39 Unrealized
DHI D R HORTON INC COM 0.2%
Value ($000) $2,205 Shares 17,347 Est. Cost $136.54 Unrealized -2.8%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $2,193 Shares 18,107 Est. Cost $102.39 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $2,184 Shares 26,727 Est. Cost $75.00 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $2,172 Shares 18,182 Est. Cost $98.91 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.2%
Value ($000) $2,107 Shares 16,579 Est. Cost $109.42 Unrealized
KFY KORN FERRY COM NEW 0.2%
Value ($000) $2,094 Shares 30,872 Est. Cost $47.96 Unrealized +37.0%
ROL ROLLINS INC COM 0.2%
Value ($000) $2,094 Shares 38,747 Est. Cost $49.07 Unrealized +1.2%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.1%
Value ($000) $2,076 Shares 25,392 Est. Cost $92.53 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $2,055 Shares 16,859 Est. Cost $102.46 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $2,034 Shares 21,325 Est. Cost $96.68 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $2,025 Shares 3,865 Est. Cost $434.99 Unrealized +14.8%
NKE NIKE INC CL B 0.1%
Value ($000) $1,982 Shares 31,216 Est. Cost $90.54 Unrealized -20.4%
ZM ZOOM COMMUNICATIONS INC CL A 0.1%
Value ($000) $1,975 Shares 26,773 Est. Cost $178.20 Unrealized -55.3%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,955 Shares 43,096 Est. Cost $41.17 Unrealized -3.9%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $1,949 Shares 104,849 Est. Cost $13.70 Unrealized
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.1%
Value ($000) $1,942 Shares 79,139 Est. Cost $13.38 Unrealized
ADC AGREE RLTY CORP COM 0.1%
Value ($000) $1,925 Shares 24,934 Est. Cost $57.32 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC COM 0.1%
Value ($000) $1,871 Shares 12,998 Est. Cost $87.76 Unrealized +82.5%
CNC CENTENE CORP DEL COM 0.1%
Value ($000) $1,840 Shares 30,310 Est. Cost $66.63 Unrealized -9.3%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,830 Shares 11,912 Est. Cost $117.21 Unrealized +36.2%
MMM 3M CO COM 0.1%
Value ($000) $1,824 Shares 12,417 Est. Cost $103.95 Unrealized +39.1%
SPGP INVESCO S&P 500 GARP ETF 0.1%
Value ($000) $1,797 Shares 17,992 Est. Cost $97.11 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $1,793 Shares 10,506 Est. Cost $138.47 Unrealized +33.5%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,791 Shares 9,395 Est. Cost $182.68 Unrealized
XEL XCEL ENERGY INC COM 0.1%
Value ($000) $1,783 Shares 25,191 Est. Cost $66.02 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $1,741 Shares 78,543 Est. Cost $9.86 Unrealized +111.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,734 Shares 18,505 Est. Cost $68.42 Unrealized +28.4%
ADBE ADOBE INC COM 0.1%
Value ($000) $1,733 Shares 4,519 Est. Cost $502.64 Unrealized -14.7%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,706 Shares 8,552 Est. Cost $190.56 Unrealized
BAR GRANITESHARES GOLD SHARES 0.1%
Value ($000) $1,670 Shares 54,161 Est. Cost $18.74 Unrealized
FTAI FTAI AVIATION LTD SHS 0.1%
Value ($000) $1,665 Shares 14,995 Est. Cost $15.67 Unrealized +647.1%
KVUE KENVUE INC COM 0.1%
Value ($000) $1,659 Shares 69,195 Est. Cost $20.27 Unrealized +5.5%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,654 Shares 24,383 Est. Cost $58.20 Unrealized +2.7%
LOW LOWES COS INC COM 0.1%
Value ($000) $1,637 Shares 7,020 Est. Cost $180.74 Unrealized +33.9%
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.1%
Value ($000) $1,604 Shares 17,588 Est. Cost $82.44 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.1%
Value ($000) $1,603 Shares 9,564 Est. Cost $135.02 Unrealized +13.5%
GSBD GOLDMAN SACHS BDC INC SHS 0.1%
Value ($000) $1,588 Shares 136,541 Est. Cost $12.51 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $1,583 Shares 3,266 Est. Cost $453.14 Unrealized +2.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,581 Shares 2,385 Est. Cost $837.37 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,563 Shares 6,207 Est. Cost $219.24 Unrealized
AFG AMERICAN FINL GROUP INC OHIO COM 0.1%
Value ($000) $1,524 Shares 11,601 Est. Cost $120.97 Unrealized 0.0%
INGR INGREDION INC COM 0.1%
Value ($000) $1,499 Shares 11,086 Est. Cost $125.04 Unrealized +5.6%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $1,486 Shares 7,370 Est. Cost $100.20 Unrealized +166.1%
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $1,482 Shares 25,139 Est. Cost $52.99 Unrealized
EXI ISHARES GLOBAL INDUSTRIALS ETF 0.1%
Value ($000) $1,475 Shares 10,148 Est. Cost $137.54 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $1,471 Shares 72,430 Est. Cost $19.56 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.1%
Value ($000) $1,461 Shares 28,215 Est. Cost $51.86 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,460 Shares 5,439 Est. Cost $240.68 Unrealized +28.4%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,436 Shares 13,669 Est. Cost $71.59 Unrealized +35.2%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,419 Shares 4,313 Est. Cost $214.27 Unrealized +38.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $1,416 Shares 61,161 Est. Cost $35.78 Unrealized
YOU CLEAR SECURE INC COM CL A 0.1%
Value ($000) $1,413 Shares 54,527 Est. Cost $24.31 Unrealized 0.0%
SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 0.1%
Value ($000) $1,410 Shares 49,414 Est. Cost $28.92 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,409 Shares 2,578 Est. Cost $371.54 Unrealized +59.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,405 Shares 10,985 Est. Cost $131.25 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $1,393 Shares 25,280 Est. Cost $53.11 Unrealized +1.5%
FDX FEDEX CORP COM 0.1%
Value ($000) $1,366 Shares 5,605 Est. Cost $226.36 Unrealized +12.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,360 Shares 10,375 Est. Cost $105.19 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,354 Shares 19,077 Est. Cost $45.06 Unrealized +65.4%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $1,349 Shares 6,517 Est. Cost $126.50 Unrealized +51.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $1,335 Shares 2,696 Est. Cost $357.17 Unrealized +54.8%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value ($000) $1,333 Shares 32,692 Est. Cost $37.06 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,326 Shares 13,520 Est. Cost $76.28 Unrealized +32.4%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,326 Shares 8,055 Est. Cost $176.74 Unrealized -6.9%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $1,313 Shares 19,382 Est. Cost $60.51 Unrealized -4.2%
NOW SERVICENOW INC COM 0.1%
Value ($000) $1,313 Shares 1,649 Est. Cost $154.35 Unrealized +24.9%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $1,312 Shares 5,729 Est. Cost $232.21 Unrealized -2.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $1,266 Shares 45,278 Est. Cost $78.22 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,264 Shares 4,121 Est. Cost $290.38 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,261 Shares 3,824 Est. Cost $225.67 Unrealized +56.0%
LIN LINDE PLC SHS 0.1%
Value ($000) $1,233 Shares 2,647 Est. Cost $350.61 Unrealized +26.8%
VRTS VIRTUS INVT PARTNERS INC COM 0.1%
Value ($000) $1,204 Shares 6,988 Est. Cost $179.99 Unrealized 0.0%
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 0.1%
Value ($000) $1,192 Shares 50,111 Est. Cost $23.79 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,183 Shares 7,454 Est. Cost $70.18 Unrealized +95.2%
INTU INTUIT COM 0.1%
Value ($000) $1,183 Shares 1,926 Est. Cost $600.39 Unrealized -0.5%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value ($000) $1,182 Shares 3,509 Est. Cost $359.02 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,174 Shares 34,741 Est. Cost $29.86 Unrealized
JBBB JANUS HENDERSON B-BBB CLO ETF 0.1%
Value ($000) $1,173 Shares 24,107 Est. Cost $49.18 Unrealized
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.1%
Value ($000) $1,172 Shares 13,865 Est. Cost $88.44 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,160 Shares 10,402 Est. Cost $85.40 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,159 Shares 3,838 Est. Cost $175.95 Unrealized +57.0%
EXC EXELON CORP COM 0.1%
Value ($000) $1,142 Shares 24,791 Est. Cost $29.89 Unrealized +35.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $1,135 Shares 9,013 Est. Cost $119.35 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $1,130 Shares 22,120 Est. Cost $40.72 Unrealized
BRC BRADY CORP CL A 0.1%
Value ($000) $1,123 Shares 15,895 Est. Cost $48.07 Unrealized +49.1%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,119 Shares 13,552 Est. Cost $71.61 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $1,117 Shares 8,450 Est. Cost $117.72 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $1,106 Shares 11,063 Est. Cost $95.84 Unrealized
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $1,105 Shares 28,473 Est. Cost $38.81 Unrealized
IVOL KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF 0.1%
Value ($000) $1,103 Shares 59,060 Est. Cost $20.56 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $1,102 Shares 49,932 Est. Cost $33.73 Unrealized
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $1,101 Shares 23,946 Est. Cost $35.27 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $1,057 Shares 7,528 Est. Cost $94.29 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $1,049 Shares 4,531 Est. Cost $154.63 Unrealized +41.2%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $1,048 Shares 8,587 Est. Cost $117.33 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.1%
Value ($000) $1,043 Shares 1,897 Est. Cost $418.52 Unrealized +33.5%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,033 Shares 17,517 Est. Cost $44.20 Unrealized
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.1%
Value ($000) $1,022 Shares 46,925 Est. Cost $22.10 Unrealized
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $1,020 Shares 16,950 Est. Cost $57.04 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $1,015 Shares 7,649 Est. Cost $105.99 Unrealized +18.4%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $1,012 Shares 8,127 Est. Cost $136.34 Unrealized
CALF PACER US SMALL CAP CASH COWS ETF 0.1%
Value ($000) $998 Shares 26,627 Est. Cost $37.50 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $992 Shares 5,325 Est. Cost $166.44 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $992 Shares 3,248 Est. Cost $171.40 Unrealized +103.1%
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.1%
Value ($000) $981 Shares 10,472 Est. Cost $93.67 Unrealized
SBR SABINE RTY TR UNIT BEN INT 0.1%
Value ($000) $980 Shares 14,480 Est. Cost $71.81 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $980 Shares 10,459 Est. Cost $71.25 Unrealized
T AT&T INC COM 0.1%
Value ($000) $977 Shares 34,537 Est. Cost $17.71 Unrealized +37.5%
PHM PULTE GROUP INC COM 0.1%
Value ($000) $965 Shares 9,389 Est. Cost $58.50 Unrealized +83.2%
FIRST TR HIGH YIELD OPPRT 2027 COM 0.1%
Value ($000) $941 Shares 65,117 Est. Cost $14.45 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.1%
Value ($000) $930 Shares 649 Est. Cost $50.49 Unrealized +72.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $926 Shares 11,252 Est. Cost $54.16 Unrealized +49.5%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $923 Shares 7,852 Est. Cost $104.59 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $919 Shares 9,900 Est. Cost $92.79 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $915 Shares 26,800 Est. Cost $26.47 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $904 Shares 5,447 Est. Cost $119.19 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.1%
Value ($000) $904 Shares 40,318 Est. Cost $22.08 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.1%
Value ($000) $895 Shares 83,501 Est. Cost $13.72 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $892 Shares 6,145 Est. Cost $147.51 Unrealized +13.0%
CME CME GROUP INC COM 0.1%
Value ($000) $881 Shares 3,323 Est. Cost $158.59 Unrealized +52.9%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $880 Shares 7,364 Est. Cost $150.90 Unrealized -11.2%
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $879 Shares 8,709 Est. Cost $59.85 Unrealized +68.3%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $873 Shares 10,821 Est. Cost $81.99 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $865 Shares 2,016 Est. Cost $550.16 Unrealized -11.7%
BA BOEING CO COM 0.1%
Value ($000) $862 Shares 5,054 Est. Cost $188.47 Unrealized -8.2%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $856 Shares 11,744 Est. Cost $58.65 Unrealized +22.8%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $847 Shares 7,573 Est. Cost $109.18 Unrealized +2.5%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $841 Shares 4,883 Est. Cost $161.51 Unrealized +49.9%
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value ($000) $836 Shares 14,596 Est. Cost $54.73 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $819 Shares 2,892 Est. Cost $363.20 Unrealized +1.0%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $815 Shares 3,008 Est. Cost $242.48 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $811 Shares 1,434 Est. Cost $507.38 Unrealized +13.3%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $811 Shares 1,815 Est. Cost $355.96 Unrealized +25.9%
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.1%
Value ($000) $810 Shares 12,010 Est. Cost $57.77 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $809 Shares 13,475 Est. Cost $30.84 Unrealized +65.5%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $806 Shares 6,122 Est. Cost $119.11 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.1%
Value ($000) $798 Shares 28,100 Est. Cost $28.41 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $794 Shares 3,753 Est. Cost $207.70 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $793 Shares 12,164 Est. Cost $53.66 Unrealized
KKR KKR & CO INC COM 0.1%
Value ($000) $793 Shares 6,856 Est. Cost $79.47 Unrealized +72.3%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $790 Shares 7,694 Est. Cost $117.54 Unrealized -5.4%
CPRT COPART INC COM 0.1%
Value ($000) $789 Shares 13,941 Est. Cost $54.67 Unrealized +2.9%
MCK MCKESSON CORP COM 0.1%
Value ($000) $781 Shares 1,161 Est. Cost $563.22 Unrealized +9.4%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $774 Shares 8,911 Est. Cost $99.06 Unrealized -3.4%
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $773 Shares 6,644 Est. Cost $113.33 Unrealized
SHOP SHOPIFY INC CL A SUB VTG SHS 0.1%
Value ($000) $765 Shares 8,009 Est. Cost $95.62 Unrealized +14.0%
LH LABCORP HOLDINGS INC COM SHS 0.1%
Value ($000) $764 Shares 3,282 Est. Cost $206.94 Unrealized +16.1%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $757 Shares 8,203 Est. Cost $91.37 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $730 Shares 8,576 Est. Cost $78.45 Unrealized
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $729 Shares 1,505 Est. Cost $300.63 Unrealized +72.5%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $726 Shares 10,346 Est. Cost $79.98 Unrealized -5.5%
CTVA CORTEVA INC COM 0.1%
Value ($000) $723 Shares 11,485 Est. Cost $47.51 Unrealized +28.9%
TPL TEXAS PACIFIC LAND CORPORATION COM 0.1%
Value ($000) $720 Shares 543 Est. Cost $158.34 Unrealized +179.9%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $717 Shares 12,045 Est. Cost $54.13 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $711 Shares 23,139 Est. Cost $32.73 Unrealized
NI NISOURCE INC COM 0.1%
Value ($000) $711 Shares 17,726 Est. Cost $25.42 Unrealized +48.1%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $692 Shares 28,672 Est. Cost $22.49 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $685 Shares 1,942 Est. Cost $310.07 Unrealized +22.9%
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $679 Shares 58,500 Est. Cost $8.66 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $677 Shares 6,842 Est. Cost $104.09 Unrealized
IAT ISHARES U.S. REGIONAL BANKS ETF 0.0%
Value ($000) $676 Shares 14,500 Est. Cost $50.75 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $676 Shares 22,306 Est. Cost $23.62 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $665 Shares 2,513 Est. Cost $159.21 Unrealized +54.1%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $658 Shares 2,817 Est. Cost $236.11 Unrealized +8.1%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $648 Shares 16,864 Est. Cost $38.44 Unrealized
BLACKROCK CAP ALLOCATION TERM COM 0.0%
Value ($000) $642 Shares 44,608 Est. Cost $16.35 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $642 Shares 6,846 Est. Cost $98.40 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.0%
Value ($000) $642 Shares 12,248 Est. Cost $52.82 Unrealized
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $632 Shares 6,755 Est. Cost $90.22 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $632 Shares 4,014 Est. Cost $86.79 Unrealized +63.2%
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $631 Shares 10,570 Est. Cost $60.32 Unrealized
SHEL SHELL PLC SPON ADS 0.0%
Value ($000) $616 Shares 8,410 Est. Cost $63.45 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $613 Shares 5,470 Est. Cost $59.88 Unrealized +67.9%
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $612 Shares 6,413 Est. Cost $34.24 Unrealized +192.2%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $606 Shares 2,896 Est. Cost $199.44 Unrealized +3.3%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $603 Shares 6,937 Est. Cost $51.87 Unrealized +46.8%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $603 Shares 2,240 Est. Cost $178.26 Unrealized +64.1%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $600 Shares 434 Est. Cost $1247.54 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $600 Shares 11,463 Est. Cost $52.60 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $599 Shares 47,665 Est. Cost $12.43 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $594 Shares 51,885 Est. Cost $11.49 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value ($000) $586 Shares 8,065 Est. Cost $75.05 Unrealized +4.1%
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $563 Shares 33,846 Est. Cost $19.25 Unrealized
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND 0.0%
Value ($000) $562 Shares 7,499 Est. Cost $74.88 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $561 Shares 3,194 Est. Cost $116.46 Unrealized +57.4%
ANYWHERE REAL ESTATE INC COM 0.0%
Value ($000) $561 Shares 168,377 Est. Cost $10.55 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $556 Shares 8,064 Est. Cost $45.92 Unrealized +37.5%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $554 Shares 18,600 Est. Cost $29.79 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $549 Shares 808 Est. Cost $462.69 Unrealized +54.5%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $547 Shares 900 Est. Cost $317.87 Unrealized +104.0%
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND 0.0%
Value ($000) $541 Shares 13,394 Est. Cost $40.38 Unrealized
VRP INVESCO VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $538 Shares 22,182 Est. Cost $23.51 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $535 Shares 9,779 Est. Cost $96.51 Unrealized -6.3%
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $534 Shares 2,674 Est. Cost $216.89 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $531 Shares 4,832 Est. Cost $136.29 Unrealized -17.3%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $530 Shares 5,057 Est. Cost $147.20 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $530 Shares 10,554 Est. Cost $61.90 Unrealized -12.1%
AEE AMEREN CORP COM 0.0%
Value ($000) $529 Shares 5,268 Est. Cost $70.97 Unrealized +32.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $524 Shares 4,783 Est. Cost $83.29 Unrealized +42.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $519 Shares 10,206 Est. Cost $50.49 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $513 Shares 5,021 Est. Cost $96.05 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $513 Shares 1,568 Est. Cost $348.21 Unrealized 0.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $509 Shares 12,977 Est. Cost $29.30 Unrealized +38.9%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $505 Shares 2,497 Est. Cost $206.83 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $499 Shares 1,962 Est. Cost $288.17 Unrealized -3.5%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $498 Shares 1,472 Est. Cost $293.51 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $496 Shares 1,956 Est. Cost $244.71 Unrealized +2.0%
GLW CORNING INC COM 0.0%
Value ($000) $491 Shares 10,720 Est. Cost $35.41 Unrealized +37.1%
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.0%
Value ($000) $490 Shares 10,617 Est. Cost $46.18 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $488 Shares 6,190 Est. Cost $68.59 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $485 Shares 4,976 Est. Cost $84.80 Unrealized +17.2%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $484 Shares 41,191 Est. Cost $9.25 Unrealized
TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF 0.0%
Value ($000) $482 Shares 20,047 Est. Cost $26.49 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $477 Shares 4,518 Est. Cost $97.48 Unrealized +23.2%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $475 Shares 5,562 Est. Cost $58.71 Unrealized +37.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $471 Shares 6,271 Est. Cost $68.93 Unrealized +3.4%
IT GARTNER INC COM 0.0%
Value ($000) $471 Shares 1,121 Est. Cost $444.91 Unrealized +10.8%
AZO AUTOZONE INC COM 0.0%
Value ($000) $469 Shares 123 Est. Cost $2927.39 Unrealized +17.9%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $465 Shares 7,341 Est. Cost $57.65 Unrealized +14.1%
EOG EOG RES INC COM 0.0%
Value ($000) $465 Shares 3,627 Est. Cost $108.51 Unrealized +15.3%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $461 Shares 5,024 Est. Cost $91.56 Unrealized
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.0%
Value ($000) $459 Shares 12,217 Est. Cost $37.58 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value ($000) $458 Shares 19,993 Est. Cost $22.92 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $458 Shares 7,626 Est. Cost $71.18 Unrealized
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $456 Shares 4,460 Est. Cost $87.78 Unrealized +12.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $453 Shares 4,056 Est. Cost $98.59 Unrealized +10.5%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $453 Shares 1,310 Est. Cost $218.55 Unrealized +46.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $446 Shares 3,614 Est. Cost $82.47 Unrealized +44.6%
INTC INTEL CORP COM 0.0%
Value ($000) $444 Shares 19,529 Est. Cost $46.74 Unrealized -53.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $443 Shares 1,502 Est. Cost $249.13 Unrealized +20.6%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $443 Shares 19,255 Est. Cost $24.88 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $442 Shares 10,120 Est. Cost $43.09 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $442 Shares 4,634 Est. Cost $86.29 Unrealized +32.1%
MAS MASCO CORP COM 0.0%
Value ($000) $440 Shares 6,327 Est. Cost $57.17 Unrealized +28.7%
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $439 Shares 10,505 Est. Cost $43.62 Unrealized -8.5%
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $439 Shares 7,345 Est. Cost $59.75 Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $434 Shares 1,369 Est. Cost $354.71 Unrealized -5.1%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $434 Shares 2,502 Est. Cost $173.57 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $432 Shares 5,845 Est. Cost $31.53 Unrealized +115.5%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $432 Shares 17,004 Est. Cost $49.10 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $429 Shares 2,340 Est. Cost $189.20 Unrealized -6.0%
BLACKROCK MUNIYIELD MICH QU COM 0.0%
Value ($000) $428 Shares 37,573 Est. Cost $13.16 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $422 Shares 21,106 Est. Cost $20.73 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $421 Shares 1,629 Est. Cost $288.50 Unrealized -4.9%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $418 Shares 2,872 Est. Cost $106.46 Unrealized +36.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $418 Shares 4,545 Est. Cost $54.76 Unrealized +53.6%
TGT TARGET CORP COM 0.0%
Value ($000) $417 Shares 3,998 Est. Cost $151.18 Unrealized -20.5%
RXST RXSIGHT INC COM 0.0%
Value ($000) $417 Shares 16,503 Est. Cost $23.22 Unrealized +28.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $414 Shares 3,670 Est. Cost $99.88 Unrealized +17.9%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $412 Shares 10,033 Est. Cost $41.04 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $406 Shares 4,724 Est. Cost $84.91 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $406 Shares 3,852 Est. Cost $105.77 Unrealized
ATI ATI INC COM 0.0%
Value ($000) $405 Shares 7,786 Est. Cost $56.77 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $405 Shares 832 Est. Cost $467.10 Unrealized -4.0%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $404 Shares 3,089 Est. Cost $88.72 Unrealized +53.2%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $401 Shares 3,676 Est. Cost $82.85 Unrealized +19.8%
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $400 Shares 14,422 Est. Cost $27.77 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $398 Shares 20,098 Est. Cost $28.24 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $396 Shares 1,619 Est. Cost $230.67 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $394 Shares 2,093 Est. Cost $169.46 Unrealized
VICI VICI PPTYS INC COM 0.0%
Value ($000) $393 Shares 12,046 Est. Cost $27.79 Unrealized +4.9%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $392 Shares 3,606 Est. Cost $112.27 Unrealized
HESS CORP COM 0.0%
Value ($000) $390 Shares 2,443 Est. Cost $138.17 Unrealized
ILCV ISHARES MORNINGSTAR VALUE ETF 0.0%
Value ($000) $388 Shares 4,768 Est. Cost $81.45 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $388 Shares 4,595 Est. Cost $87.82 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $387 Shares 3,782 Est. Cost $99.08 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $384 Shares 4,593 Est. Cost $61.44 Unrealized +34.7%
APA APA CORPORATION COM 0.0%
Value ($000) $381 Shares 18,139 Est. Cost $23.95 Unrealized -12.1%
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $379 Shares 1,134 Est. Cost $314.44 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $379 Shares 16,501 Est. Cost $23.06 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $378 Shares 2,746 Est. Cost $100.28 Unrealized +25.5%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value ($000) $378 Shares 5,289 Est. Cost $56.56 Unrealized
WAY WAYSTAR HLDG CORP COM 0.0%
Value ($000) $374 Shares 10,000 Est. Cost $24.66 Unrealized +60.5%
JAAA JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $371 Shares 7,325 Est. Cost $50.69 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $370 Shares 30,470 Est. Cost $15.62 Unrealized
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $368 Shares 9,341 Est. Cost $21.84 Unrealized +54.1%
OC OWENS CORNING NEW COM 0.0%
Value ($000) $368 Shares 2,573 Est. Cost $168.42 Unrealized -1.8%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $367 Shares 10,726 Est. Cost $48.04 Unrealized -33.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $366 Shares 1,761 Est. Cost $144.60 Unrealized +30.5%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $364 Shares 79 Est. Cost $3277.86 Unrealized +44.9%
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 0.0%
Value ($000) $363 Shares 7,792 Est. Cost $46.57 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $362 Shares 2,190 Est. Cost $186.56 Unrealized -3.2%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $361 Shares 6,019 Est. Cost $60.04 Unrealized -3.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $360 Shares 2,948 Est. Cost $79.35 Unrealized +39.3%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $359 Shares 683 Est. Cost $306.87 Unrealized +90.7%
FTV FORTIVE CORP COM 0.0%
Value ($000) $359 Shares 4,905 Est. Cost $53.84 Unrealized +8.6%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $358 Shares 822 Est. Cost $329.98 Unrealized +19.5%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $356 Shares 13,406 Est. Cost $26.55 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $352 Shares 1,330 Est. Cost $276.90 Unrealized -3.7%
DE DEERE & CO COM 0.0%
Value ($000) $351 Shares 748 Est. Cost $300.76 Unrealized +53.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $344 Shares 672 Est. Cost $379.57 Unrealized +23.8%
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value ($000) $343 Shares 3,717 Est. Cost $95.15 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $342 Shares 5,869 Est. Cost $44.93 Unrealized
ARGX ARGENX SE SPONSORED ADR 0.0%
Value ($000) $342 Shares 577 Est. Cost $591.86 Unrealized
ALCO ALICO INC COM 0.0%
Value ($000) $340 Shares 11,394 Est. Cost $26.73 Unrealized +10.5%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $340 Shares 5,727 Est. Cost $54.09 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $337 Shares 1,774 Est. Cost $249.36 Unrealized -16.0%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $335 Shares 1,580 Est. Cost $236.23 Unrealized +11.7%
FCNCA FIRST CTZNS BANCSHARES INC N C CL A 0.0%
Value ($000) $334 Shares 180 Est. Cost $794.85 Unrealized +155.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $331 Shares 3,948 Est. Cost $76.01 Unrealized +8.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $330 Shares 10,856 Est. Cost $24.48 Unrealized +15.8%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $327 Shares 1,622 Est. Cost $157.04 Unrealized +35.6%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $326 Shares 520 Est. Cost $486.01 Unrealized +40.4%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $325 Shares 3,000 Est. Cost $97.70 Unrealized +29.7%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $325 Shares 1,085 Est. Cost $270.72 Unrealized +6.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $324 Shares 2,916 Est. Cost $120.36 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $320 Shares 2,074 Est. Cost $114.80 Unrealized +24.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $320 Shares 3,991 Est. Cost $54.09 Unrealized +50.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $320 Shares 2,891 Est. Cost $68.20 Unrealized +39.6%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $319 Shares 3,852 Est. Cost $81.16 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $318 Shares 10,135 Est. Cost $15.05 Unrealized +149.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $318 Shares 10,267 Est. Cost $30.99 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $317 Shares 4,442 Est. Cost $63.18 Unrealized +19.5%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $315 Shares 1,330 Est. Cost $212.66 Unrealized +12.5%
RMD RESMED INC COM 0.0%
Value ($000) $315 Shares 1,405 Est. Cost $238.44 Unrealized -2.8%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $314 Shares 4,351 Est. Cost $114.32 Unrealized -7.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $312 Shares 2,115 Est. Cost $157.56 Unrealized -18.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $309 Shares 5,000 Est. Cost $50.77 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value ($000) $306 Shares 6,425 Est. Cost $47.63 Unrealized
AVTR AVANTOR INC COM 0.0%
Value ($000) $303 Shares 18,683 Est. Cost $18.94 Unrealized 0.0%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $301 Shares 2,276 Est. Cost $135.37 Unrealized -4.4%
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $300 Shares 1,570 Est. Cost $193.52 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $299 Shares 3,711 Est. Cost $73.23 Unrealized +17.2%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $299 Shares 1,345 Est. Cost $222.91 Unrealized
MTH MERITAGE HOMES CORP COM 0.0%
Value ($000) $299 Shares 4,212 Est. Cost $75.15 Unrealized 0.0%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $298 Shares 2,174 Est. Cost $122.56 Unrealized +23.9%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $295 Shares 4,504 Est. Cost $64.79 Unrealized +4.5%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $295 Shares 5,720 Est. Cost $51.49 Unrealized
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $293 Shares 10,329 Est. Cost $28.11 Unrealized +10.9%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $293 Shares 1,744 Est. Cost $122.34 Unrealized +47.8%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $291 Shares 1,882 Est. Cost $112.11 Unrealized +27.6%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $289 Shares 5,980 Est. Cost $69.60 Unrealized -22.1%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $289 Shares 3,773 Est. Cost $77.02 Unrealized
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $288 Shares 10,279 Est. Cost $36.37 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $288 Shares 3,916 Est. Cost $73.45 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $285 Shares 25,413 Est. Cost $12.32 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $284 Shares 54,999 Est. Cost $6.00 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $283 Shares 16,086 Est. Cost $17.26 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $283 Shares 2,849 Est. Cost $84.07 Unrealized +13.0%
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value ($000) $281 Shares 2,153 Est. Cost $136.52 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $281 Shares 8,214 Est. Cost $31.54 Unrealized -0.1%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $280 Shares 4,508 Est. Cost $59.55 Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $278 Shares 725 Est. Cost $321.88 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $276 Shares 2,312 Est. Cost $133.42 Unrealized -8.1%
HPQ HP INC COM 0.0%
Value ($000) $271 Shares 9,794 Est. Cost $31.06 Unrealized -2.2%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $269 Shares 3,605 Est. Cost $85.68 Unrealized -14.1%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $269 Shares 2,164 Est. Cost $99.50 Unrealized +11.7%
LEN LENNAR CORP CL A 0.0%
Value ($000) $267 Shares 2,325 Est. Cost $148.12 Unrealized -16.9%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $266 Shares 3,501 Est. Cost $77.06 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $265 Shares 1,070 Est. Cost $286.30 Unrealized 0.0%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $265 Shares 5,476 Est. Cost $46.28 Unrealized -0.1%
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $264 Shares 5,300 Est. Cost $49.89 Unrealized
CRH CRH PLC ORD 0.0%
Value ($000) $262 Shares 2,974 Est. Cost $78.76 Unrealized +24.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $260 Shares 11,332 Est. Cost $31.27 Unrealized -29.5%
AME AMETEK INC COM 0.0%
Value ($000) $258 Shares 1,501 Est. Cost $170.82 Unrealized +5.7%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $258 Shares 3,300 Est. Cost $75.06 Unrealized +9.4%
MET METLIFE INC COM 0.0%
Value ($000) $257 Shares 3,205 Est. Cost $73.71 Unrealized +10.1%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $255 Shares 2,815 Est. Cost $90.59 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $254 Shares 1,025 Est. Cost $208.73 Unrealized +20.1%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $254 Shares 2,284 Est. Cost $89.24 Unrealized +13.2%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $253 Shares 29,929 Est. Cost $10.36 Unrealized
NUVEEN MUN CR OPPORTUNITIES FD COM 0.0%
Value ($000) $253 Shares 23,640 Est. Cost $10.66 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $252 Shares 5,096 Est. Cost $58.30 Unrealized -17.9%
SAP SAP SE SPON ADR 0.0%
Value ($000) $250 Shares 933 Est. Cost $201.73 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $250 Shares 6,065 Est. Cost $34.94 Unrealized +22.2%
KRYS KRYSTAL BIOTECH INC COM 0.0%
Value ($000) $249 Shares 1,383 Est. Cost $192.81 Unrealized -12.8%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $246 Shares 3,547 Est. Cost $121.02 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $246 Shares 5,963 Est. Cost $39.27 Unrealized
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $243 Shares 10,006 Est. Cost $12.52 Unrealized +88.2%
JBL JABIL INC COM 0.0%
Value ($000) $242 Shares 1,776 Est. Cost $110.09 Unrealized +39.5%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $241 Shares 3,490 Est. Cost $84.54 Unrealized +11.7%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $240 Shares 5,482 Est. Cost $49.91 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $240 Shares 1,098 Est. Cost $191.08 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $239 Shares 4,932 Est. Cost $40.09 Unrealized +32.1%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $238 Shares 2,283 Est. Cost $109.51 Unrealized -18.6%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $237 Shares 29,807 Est. Cost $7.07 Unrealized
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $237 Shares 4,255 Est. Cost $46.62 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $237 Shares 6,496 Est. Cost $34.30 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $236 Shares 1,635 Est. Cost $131.29 Unrealized +2.4%
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $235 Shares 3,878 Est. Cost $50.01 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $234 Shares 3,177 Est. Cost $65.46 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $233 Shares 3,787 Est. Cost $70.64 Unrealized +36.9%
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value ($000) $233 Shares 5,615 Est. Cost $41.53 Unrealized
CAPE DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF 0.0%
Value ($000) $232 Shares 7,649 Est. Cost $25.01 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $232 Shares 3,777 Est. Cost $58.38 Unrealized 0.0%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $232 Shares 2,392 Est. Cost $97.01 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $232 Shares 3,383 Est. Cost $64.52 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $232 Shares 3,804 Est. Cost $61.76 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $231 Shares 1,807 Est. Cost $135.95 Unrealized +1.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $230 Shares 3,522 Est. Cost $82.07 Unrealized -5.3%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $227 Shares 2,532 Est. Cost $70.45 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $226 Shares 3,810 Est. Cost $58.01 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $223 Shares 509 Est. Cost $360.36 Unrealized +22.5%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $221 Shares 21,625 Est. Cost $8.95 Unrealized +32.0%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $221 Shares 892 Est. Cost $244.11 Unrealized
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.0%
Value ($000) $221 Shares 4,452 Est. Cost $49.53 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $220 Shares 2,805 Est. Cost $77.67 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $218 Shares 816 Est. Cost $243.03 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $217 Shares 1,567 Est. Cost $123.63 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $216 Shares 3,895 Est. Cost $53.69 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $216 Shares 2,890 Est. Cost $25.30 Unrealized +26.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $216 Shares 924 Est. Cost $252.23 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $215 Shares 636 Est. Cost $322.30 Unrealized 0.0%
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF 0.0%
Value ($000) $214 Shares 2,010 Est. Cost $106.32 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $213 Shares 1,721 Est. Cost $112.93 Unrealized 0.0%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $212 Shares 5,115 Est. Cost $36.57 Unrealized
FTLS FIRST TRUST LONG/SHORT EQUITY ETF 0.0%
Value ($000) $211 Shares 3,286 Est. Cost $62.63 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $210 Shares 2,716 Est. Cost $101.39 Unrealized 0.0%
PPL PPL CORP COM 0.0%
Value ($000) $210 Shares 5,806 Est. Cost $32.92 Unrealized 0.0%
S SENTINELONE INC CL A 0.0%
Value ($000) $209 Shares 11,517 Est. Cost $25.52 Unrealized -15.0%
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.0%
Value ($000) $209 Shares 7,012 Est. Cost $29.86 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $209 Shares 2,135 Est. Cost $107.55 Unrealized -3.8%
RPM RPM INTL INC COM 0.0%
Value ($000) $209 Shares 1,804 Est. Cost $92.51 Unrealized +31.4%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $208 Shares 2,803 Est. Cost $72.44 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $208 Shares 2,279 Est. Cost $127.66 Unrealized -18.4%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $207 Shares 731 Est. Cost $245.29 Unrealized 0.0%
GNMA ISHARES GNMA BOND ETF 0.0%
Value ($000) $207 Shares 4,704 Est. Cost $44.18 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $205 Shares 1,174 Est. Cost $230.71 Unrealized -16.0%
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $204 Shares 19,316 Est. Cost $10.98 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $203 Shares 2,891 Est. Cost $70.20 Unrealized
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.0%
Value ($000) $202 Shares 10,606 Est. Cost $20.89 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $201 Shares 2,627 Est. Cost $66.04 Unrealized +21.5%
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.0%
Value ($000) $201 Shares 6,733 Est. Cost $29.82 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $201 Shares 3,457 Est. Cost $52.58 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $195 Shares 12,719 Est. Cost $9.37 Unrealized
F FORD MTR CO COM 0.0%
Value ($000) $184 Shares 18,310 Est. Cost $10.78 Unrealized -14.3%
NYLI MACKAY DEFINEDTERM MUNI COM 0.0%
Value ($000) $183 Shares 12,141 Est. Cost $15.08 Unrealized
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $174 Shares 13,165 Est. Cost $13.21 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $170 Shares 19,017 Est. Cost $10.24 Unrealized
WESTERN ASST INFLTN LKD INM FD COM SH BEN INT 0.0%
Value ($000) $160 Shares 19,150 Est. Cost $8.35 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $158 Shares 15,394 Est. Cost $8.35 Unrealized
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $158 Shares 10,221 Est. Cost $20.43 Unrealized
BARINGS GLOBAL SHORT DURATION COM 0.0%
Value ($000) $151 Shares 10,000 Est. Cost $16.03 Unrealized
DOUBLELINE INCOME SOLUTIONS FD COM 0.0%
Value ($000) $142 Shares 11,228 Est. Cost $16.94 Unrealized
CNH CNH INDL N V SHS 0.0%
Value ($000) $139 Shares 11,304 Est. Cost $12.31 Unrealized 0.0%
CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT 0.0%
Value ($000) $137 Shares 27,950 Est. Cost $9.04 Unrealized
ADVENT CONV & INCOME FD COM 0.0%
Value ($000) $135 Shares 11,681 Est. Cost $19.26 Unrealized
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $133 Shares 14,912 Est. Cost $7.58 Unrealized +24.8%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $119 Shares 10,202 Est. Cost $15.50 Unrealized -7.0%
VTRS VIATRIS INC COM 0.0%
Value ($000) $107 Shares 12,268 Est. Cost $10.02 Unrealized 0.0%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $96 Shares 54,700 Est. Cost $3.07 Unrealized -30.3%
CLOUGH GLOBAL DIVID & INCOME F COM 0.0%
Value ($000) $87 Shares 15,967 Est. Cost $5.47 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value ($000) $87 Shares 26,200 Est. Cost $4.21 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $84 Shares 50,850 Est. Cost $2.88 Unrealized -42.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $121.02 Unrealized
FIP FTAI INFRASTRUCTURE INC COMMON STOCK 0.0%
Value ($000) $68 Shares 14,993 Est. Cost $2.55 Unrealized +139.5%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $64 Shares 20,081 Est. Cost $3.86 Unrealized -9.1%
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $38 Shares 10,052 Est. Cost $2.75 Unrealized
AKOYA BIOSCIENCES INC COM 0.0%
Value ($000) $38 Shares 27,600 Est. Cost $2.72 Unrealized
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $23 Shares 10,019 Est. Cost $2.12 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $5 Shares 109,175 Est. Cost $0.39 Unrealized