TRANSCEND CAPITAL ADVISORS, LLC Diversified Active

CIK: 0001776082 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value ($000): $1,294,259 (100.0% shares, 0.0% debt)

Holdings (615)

AAPL APPLE INC COM 6.8%
Value ($000) $88,404 Shares 430,882 Est. Cost $117.61 Unrealized +71.2%
MSFT MICROSOFT CORP COM 3.1%
Value ($000) $40,239 Shares 80,897 Est. Cost $235.96 Unrealized +83.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 3.0%
Value ($000) $38,505 Shares 79,267 Est. Cost $419.25 Unrealized +21.1%
OBDC BLUE OWL CAPITAL CORPORATION COM 2.6%
Value ($000) $34,209 Shares 2,385,564 Est. Cost $9.20 Unrealized +41.8%
FSK FS KKR CAP CORP COM 2.1%
Value ($000) $27,327 Shares 1,316,945 Est. Cost $14.27 Unrealized +27.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2.0%
Value ($000) $25,484 Shares 267,349 Est. Cost $83.84 Unrealized
NVDA NVIDIA CORPORATION COM 1.8%
Value ($000) $23,471 Shares 148,561 Est. Cost $97.70 Unrealized +28.8%
MRK MERCK & CO INC COM 1.6%
Value ($000) $21,244 Shares 268,371 Est. Cost $67.46 Unrealized +14.7%
OWL BLUE OWL CAPITAL INC COM CL A 1.6%
Value ($000) $20,881 Shares 1,086,965 Est. Cost $11.65 Unrealized +58.8%
AMZN AMAZON COM INC COM 1.6%
Value ($000) $20,392 Shares 92,949 Est. Cost $135.64 Unrealized +45.9%
QQQ INVESCO QQQ TRUST SERIES I 1.6%
Value ($000) $20,323 Shares 36,841 Est. Cost $263.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 1.4%
Value ($000) $17,883 Shares 60,665 Est. Cost $119.44 Unrealized +112.5%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 1.3%
Value ($000) $16,640 Shares 124,826 Est. Cost $95.67 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.2%
Value ($000) $15,122 Shares 52,161 Est. Cost $138.99 Unrealized +81.8%
SPY SPDR S&P 500 ETF TRUST 1.2%
Value ($000) $14,960 Shares 24,213 Est. Cost $492.33 Unrealized
SPGI S&P GLOBAL INC COM 1.1%
Value ($000) $14,573 Shares 27,638 Est. Cost $417.68 Unrealized +18.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.0%
Value ($000) $12,451 Shares 60,836 Est. Cost $154.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $12,057 Shares 19,418 Est. Cost $394.09 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.9%
Value ($000) $11,905 Shares 47,014 Est. Cost $161.47 Unrealized
META META PLATFORMS INC CL A 0.9%
Value ($000) $11,719 Shares 15,878 Est. Cost $270.56 Unrealized +127.9%
V VISA INC COM CL A 0.9%
Value ($000) $11,106 Shares 31,280 Est. Cost $239.02 Unrealized +45.2%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.8%
Value ($000) $10,269 Shares 1,333,693 Est. Cost $10.12 Unrealized -27.4%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $9,748 Shares 54,950 Est. Cost $114.50 Unrealized +44.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.7%
Value ($000) $9,474 Shares 13 Est. Cost $566682.10 Unrealized +34.4%
VV VANGUARD LARGE-CAP ETF 0.7%
Value ($000) $9,450 Shares 33,123 Est. Cost $197.50 Unrealized
XOM EXXON MOBIL CORP COM 0.7%
Value ($000) $9,425 Shares 87,428 Est. Cost $59.91 Unrealized +74.5%
HD HOME DEPOT INC COM 0.7%
Value ($000) $9,082 Shares 24,772 Est. Cost $241.52 Unrealized +47.4%
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $9,072 Shares 51,479 Est. Cost $124.28 Unrealized +31.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.7%
Value ($000) $9,029 Shares 29,708 Est. Cost $207.88 Unrealized
JNJ JOHNSON & JOHNSON COM 0.7%
Value ($000) $8,991 Shares 58,864 Est. Cost $142.59 Unrealized +5.8%
AVGO BROADCOM INC COM 0.7%
Value ($000) $8,972 Shares 32,549 Est. Cost $147.63 Unrealized +46.3%
LLY ELI LILLY & CO COM 0.6%
Value ($000) $8,387 Shares 10,759 Est. Cost $317.95 Unrealized +143.2%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $7,927 Shares 13,954 Est. Cost $437.54 Unrealized
ORCL ORACLE CORP COM 0.6%
Value ($000) $7,898 Shares 36,126 Est. Cost $88.49 Unrealized +81.7%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.6%
Value ($000) $7,852 Shares 309,749 Est. Cost $24.37 Unrealized
NMFC NEW MTN FIN CORP COM 0.6%
Value ($000) $7,534 Shares 714,104 Est. Cost $9.82 Unrealized -4.2%
BX BLACKSTONE INC COM 0.6%
Value ($000) $7,513 Shares 50,229 Est. Cost $66.29 Unrealized +103.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.6%
Value ($000) $7,425 Shares 73,733 Est. Cost $93.35 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $7,124 Shares 38,379 Est. Cost $119.63 Unrealized +52.7%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.5%
Value ($000) $6,747 Shares 50,056 Est. Cost $133.17 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.5%
Value ($000) $6,372 Shares 121,677 Est. Cost $43.13 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND 0.5%
Value ($000) $6,271 Shares 57,786 Est. Cost $78.36 Unrealized
TSLA TESLA INC COM 0.5%
Value ($000) $6,122 Shares 19,273 Est. Cost $259.73 Unrealized +16.0%
IBIT ISHARES BITCOIN TRUST ETF 0.5%
Value ($000) $5,913 Shares 96,599 Est. Cost $46.30 Unrealized
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $5,766 Shares 32,623 Est. Cost $140.50 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.4%
Value ($000) $5,713 Shares 84,992 Est. Cost $55.27 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.4%
Value ($000) $5,611 Shares 156,566 Est. Cost $33.51 Unrealized
AMLP ALERIAN MLP ETF 0.4%
Value ($000) $5,560 Shares 113,793 Est. Cost $45.89 Unrealized
AGNC AGNC INVT CORP COM 0.4%
Value ($000) $5,203 Shares 566,212 Est. Cost $10.02 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $4,934 Shares 15,998 Est. Cost $182.75 Unrealized +65.5%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value ($000) $4,865 Shares 78,443 Est. Cost $66.71 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $4,851 Shares 58,114 Est. Cost $69.82 Unrealized
GSBD GOLDMAN SACHS BDC INC SHS 0.4%
Value ($000) $4,745 Shares 421,763 Est. Cost $11.50 Unrealized -4.2%
SPY SPDR S&P 500 ETF TRUST 0.4%
Value ($000) $4,696 Shares 7,600 Est. Cost $492.33 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.4%
Value ($000) $4,613 Shares 38,739 Est. Cost $115.30 Unrealized
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.4%
Value ($000) $4,571 Shares 148,660 Est. Cost $17.62 Unrealized +59.4%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $4,517 Shares 20,782 Est. Cost $189.80 Unrealized
NFLX NETFLIX INC COM 0.3%
Value ($000) $4,470 Shares 3,338 Est. Cost $59.13 Unrealized +91.2%
GDIV HARBOR DIVIDEND GROWTH LEADERS ETF 0.3%
Value ($000) $4,435 Shares 286,703 Est. Cost $14.56 Unrealized
ETN EATON CORP PLC SHS 0.3%
Value ($000) $4,324 Shares 12,113 Est. Cost $183.72 Unrealized +66.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.3%
Value ($000) $4,323 Shares 10,183 Est. Cost $317.96 Unrealized
COR CENCORA INC COM 0.3%
Value ($000) $4,317 Shares 14,397 Est. Cost $190.72 Unrealized +50.4%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $4,301 Shares 9,810 Est. Cost $277.31 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.3%
Value ($000) $4,290 Shares 53,957 Est. Cost $78.85 Unrealized
GLD SPDR GOLD SHARES 0.3%
Value ($000) $4,287 Shares 108,359 Est. Cost $89.39 Unrealized
SYK STRYKER CORPORATION COM 0.3%
Value ($000) $4,216 Shares 10,656 Est. Cost $278.91 Unrealized +33.2%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $4,165 Shares 37,829 Est. Cost $82.34 Unrealized
GWW GRAINGER W W INC COM 0.3%
Value ($000) $4,163 Shares 4,002 Est. Cost $699.71 Unrealized +47.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.3%
Value ($000) $4,159 Shares 6,271 Est. Cost $424.37 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $4,093 Shares 22,387 Est. Cost $142.46 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $4,061 Shares 32,745 Est. Cost $121.19 Unrealized -15.2%
XLG INVESCO S&P 500 TOP 50 ETF 0.3%
Value ($000) $3,995 Shares 76,676 Est. Cost $57.52 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $3,871 Shares 53,252 Est. Cost $52.53 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $3,835 Shares 17,540 Est. Cost $153.22 Unrealized +45.7%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $3,821 Shares 6,801 Est. Cost $411.73 Unrealized +33.9%
HON HONEYWELL INTL INC COM 0.3%
Value ($000) $3,815 Shares 16,381 Est. Cost $166.50 Unrealized +19.9%
WFC WELLS FARGO CO NEW COM 0.3%
Value ($000) $3,792 Shares 47,323 Est. Cost $29.85 Unrealized +138.4%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $3,582 Shares 22,482 Est. Cost $114.96 Unrealized +39.9%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.3%
Value ($000) $3,510 Shares 98,710 Est. Cost $33.33 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.3%
Value ($000) $3,505 Shares 32,073 Est. Cost $100.74 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,480 Shares 41,030 Est. Cost $79.11 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $3,454 Shares 24,119 Est. Cost $96.39 Unrealized +42.1%
MS MORGAN STANLEY COM NEW 0.3%
Value ($000) $3,443 Shares 24,441 Est. Cost $57.54 Unrealized +110.2%
TJX TJX COS INC NEW COM 0.3%
Value ($000) $3,441 Shares 27,864 Est. Cost $72.18 Unrealized +74.4%
CHD CHURCH & DWIGHT CO INC COM 0.3%
Value ($000) $3,429 Shares 35,676 Est. Cost $68.10 Unrealized +43.6%
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN 0.3%
Value ($000) $3,420 Shares 282,142 Est. Cost $11.60 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.3%
Value ($000) $3,377 Shares 41,704 Est. Cost $72.76 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $3,282 Shares 54,677 Est. Cost $55.45 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.3%
Value ($000) $3,275 Shares 13,721 Est. Cost $229.98 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.3%
Value ($000) $3,266 Shares 17,800 Est. Cost $97.91 Unrealized +74.1%
WINN HARBOR LONG-TERM GROWERS ETF 0.3%
Value ($000) $3,261 Shares 111,977 Est. Cost $19.37 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $3,224 Shares 15,527 Est. Cost $128.13 Unrealized +36.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.2%
Value ($000) $3,171 Shares 10,610 Est. Cost $299.23 Unrealized +1.2%
VPL VANGUARD FTSE PACIFIC ETF 0.2%
Value ($000) $3,153 Shares 38,363 Est. Cost $70.15 Unrealized
WMT WALMART INC COM 0.2%
Value ($000) $3,133 Shares 32,046 Est. Cost $57.09 Unrealized +66.0%
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 0.2%
Value ($000) $3,113 Shares 37,716 Est. Cost $82.55 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $3,071 Shares 34,359 Est. Cost $78.19 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $3,045 Shares 3,076 Est. Cost $432.50 Unrealized +129.1%
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $3,028 Shares 14,234 Est. Cost $99.64 Unrealized +85.7%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.2%
Value ($000) $3,008 Shares 27,468 Est. Cost $92.64 Unrealized
BAC BANK AMERICA CORP COM 0.2%
Value ($000) $2,971 Shares 62,778 Est. Cost $30.02 Unrealized +38.1%
UNP UNION PAC CORP COM 0.2%
Value ($000) $2,969 Shares 12,902 Est. Cost $201.23 Unrealized +8.6%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.2%
Value ($000) $2,947 Shares 126,151 Est. Cost $23.25 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $2,877 Shares 12,141 Est. Cost $211.84 Unrealized
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.2%
Value ($000) $2,856 Shares 31,347 Est. Cost $90.38 Unrealized
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $2,825 Shares 34,067 Est. Cost $88.54 Unrealized
MCO MOODYS CORP COM 0.2%
Value ($000) $2,819 Shares 5,620 Est. Cost $321.54 Unrealized +43.4%
DHR DANAHER CORPORATION COM 0.2%
Value ($000) $2,806 Shares 14,203 Est. Cost $205.82 Unrealized -6.2%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.2%
Value ($000) $2,773 Shares 50,917 Est. Cost $45.38 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $2,767 Shares 31,738 Est. Cost $91.70 Unrealized -8.9%
IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF 0.2%
Value ($000) $2,763 Shares 123,550 Est. Cost $22.04 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.2%
Value ($000) $2,714 Shares 11,168 Est. Cost $165.61 Unrealized +41.9%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.2%
Value ($000) $2,692 Shares 6,108 Est. Cost $395.75 Unrealized
TEL TE CONNECTIVITY PLC ORD SHS 0.2%
Value ($000) $2,678 Shares 15,877 Est. Cost $146.89 Unrealized +2.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $2,665 Shares 57,576 Est. Cost $45.92 Unrealized +2.8%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $2,637 Shares 9,423 Est. Cost $230.86 Unrealized
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $2,579 Shares 10,020 Est. Cost $76.54 Unrealized +185.6%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $2,570 Shares 19,350 Est. Cost $117.96 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.2%
Value ($000) $2,550 Shares 52,009 Est. Cost $50.71 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $2,548 Shares 7,422 Est. Cost $272.40 Unrealized +26.5%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.2%
Value ($000) $2,493 Shares 16,576 Est. Cost $109.42 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $2,491 Shares 21,901 Est. Cost $126.30 Unrealized -15.8%
RTX RTX CORPORATION COM 0.2%
Value ($000) $2,442 Shares 16,720 Est. Cost $75.82 Unrealized +73.8%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $2,419 Shares 17,822 Est. Cost $124.07 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $2,407 Shares 11,764 Est. Cost $143.52 Unrealized +29.4%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $2,352 Shares 33,905 Est. Cost $41.48 Unrealized +45.6%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value ($000) $2,344 Shares 50,699 Est. Cost $48.29 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $2,326 Shares 12,799 Est. Cost $163.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $2,324 Shares 5,731 Est. Cost $453.60 Unrealized -8.1%
AMT AMERICAN TOWER CORP NEW COM 0.2%
Value ($000) $2,316 Shares 10,479 Est. Cost $189.55 Unrealized +11.0%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.2%
Value ($000) $2,282 Shares 16,863 Est. Cost $102.46 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $2,271 Shares 17,836 Est. Cost $98.91 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $2,270 Shares 11,614 Est. Cost $185.11 Unrealized
KFY KORN FERRY COM NEW 0.2%
Value ($000) $2,265 Shares 30,891 Est. Cost $47.96 Unrealized +36.1%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.2%
Value ($000) $2,209 Shares 25,029 Est. Cost $105.85 Unrealized
ROL ROLLINS INC COM 0.2%
Value ($000) $2,207 Shares 39,116 Est. Cost $49.07 Unrealized +13.5%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $2,141 Shares 34,184 Est. Cost $51.00 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value ($000) $2,129 Shares 4,867 Est. Cost $368.50 Unrealized +6.6%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $2,116 Shares 18,061 Est. Cost $102.39 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value ($000) $2,104 Shares 33,151 Est. Cost $55.52 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $2,073 Shares 38,104 Est. Cost $51.39 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $2,053 Shares 29,012 Est. Cost $50.10 Unrealized +39.3%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $2,018 Shares 24,340 Est. Cost $92.53 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.2%
Value ($000) $2,007 Shares 25,735 Est. Cost $178.20 Unrealized -56.6%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $1,994 Shares 15,087 Est. Cost $124.50 Unrealized
NOW SERVICENOW INC COM 0.2%
Value ($000) $1,983 Shares 1,928 Est. Cost $159.32 Unrealized +18.4%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,964 Shares 28,296 Est. Cost $69.37 Unrealized -1.8%
SPGP INVESCO S&P 500 GARP ETF 0.2%
Value ($000) $1,942 Shares 18,036 Est. Cost $97.11 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,919 Shares 2,395 Est. Cost $837.37 Unrealized
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 0.1%
Value ($000) $1,916 Shares 75,005 Est. Cost $24.37 Unrealized
CNC CENTENE CORP DEL COM 0.1%
Value ($000) $1,894 Shares 34,887 Est. Cost $65.58 Unrealized -10.6%
NKE NIKE INC CL B 0.1%
Value ($000) $1,889 Shares 26,597 Est. Cost $90.54 Unrealized -34.7%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $1,860 Shares 19,417 Est. Cost $96.68 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $1,847 Shares 13,987 Est. Cost $131.43 Unrealized -0.3%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,825 Shares 32,107 Est. Cost $55.39 Unrealized
C CITIGROUP INC COM NEW 0.1%
Value ($000) $1,779 Shares 20,901 Est. Cost $47.34 Unrealized +50.4%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $1,778 Shares 9,761 Est. Cost $93.15 Unrealized +79.7%
AMGN AMGEN INC COM 0.1%
Value ($000) $1,774 Shares 6,353 Est. Cost $208.74 Unrealized +33.1%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $1,745 Shares 40,323 Est. Cost $41.17 Unrealized +1.6%
GS GOLDMAN SACHS GROUP INC COM 0.1%
Value ($000) $1,742 Shares 2,461 Est. Cost $371.54 Unrealized +53.9%
INTU INTUIT COM 0.1%
Value ($000) $1,730 Shares 2,196 Est. Cost $609.50 Unrealized +10.7%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.1%
Value ($000) $1,703 Shares 6,149 Est. Cost $219.24 Unrealized
GEV GE VERNOVA INC COM 0.1%
Value ($000) $1,631 Shares 3,082 Est. Cost $171.40 Unrealized +142.7%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $1,608 Shares 5,504 Est. Cost $198.49 Unrealized +52.9%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $1,608 Shares 4,982 Est. Cost $100.20 Unrealized +163.3%
CRM SALESFORCE INC COM 0.1%
Value ($000) $1,555 Shares 5,704 Est. Cost $241.86 Unrealized +10.0%
CB CHUBB LIMITED COM 0.1%
Value ($000) $1,534 Shares 5,293 Est. Cost $206.47 Unrealized +39.0%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $1,511 Shares 9,486 Est. Cost $117.21 Unrealized +23.7%
FDX FEDEX CORP COM 0.1%
Value ($000) $1,483 Shares 6,523 Est. Cost $224.80 Unrealized -4.3%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $1,479 Shares 4,475 Est. Cost $218.02 Unrealized +45.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $1,448 Shares 2,664 Est. Cost $357.17 Unrealized +46.4%
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.1%
Value ($000) $1,404 Shares 14,165 Est. Cost $94.87 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $1,395 Shares 57,536 Est. Cost $27.00 Unrealized -17.2%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $1,379 Shares 4,060 Est. Cost $290.38 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $1,372 Shares 6,184 Est. Cost $180.74 Unrealized +22.1%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $1,364 Shares 6,776 Est. Cost $129.19 Unrealized +52.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,357 Shares 6,288 Est. Cost $190.56 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $1,339 Shares 3,450 Est. Cost $225.67 Unrealized +46.6%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $1,330 Shares 73,371 Est. Cost $13.70 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $1,325 Shares 8,984 Est. Cost $105.19 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $1,320 Shares 25,219 Est. Cost $42.15 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.1%
Value ($000) $1,306 Shares 10,321 Est. Cost $131.25 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,304 Shares 11,944 Est. Cost $95.60 Unrealized
BLK BLACKROCK INC COM 0.1%
Value ($000) $1,294 Shares 1,233 Est. Cost $991.05 Unrealized -5.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $1,278 Shares 48,231 Est. Cost $75.05 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $1,277 Shares 18,275 Est. Cost $75.16 Unrealized
FIRST TR HIGH YIELD OPPRT 2027 COM 0.1%
Value ($000) $1,267 Shares 85,293 Est. Cost $14.54 Unrealized
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.1%
Value ($000) $1,265 Shares 31,540 Est. Cost $38.94 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $1,263 Shares 23,940 Est. Cost $53.11 Unrealized -4.8%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $1,254 Shares 13,439 Est. Cost $61.64 Unrealized +33.6%
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.1%
Value ($000) $1,237 Shares 65,753 Est. Cost $19.56 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value ($000) $1,229 Shares 10,153 Est. Cost $85.40 Unrealized
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 0.1%
Value ($000) $1,226 Shares 58,225 Est. Cost $21.06 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.1%
Value ($000) $1,219 Shares 11,347 Est. Cost $69.46 Unrealized +45.7%
ADBE ADOBE INC COM 0.1%
Value ($000) $1,213 Shares 3,135 Est. Cost $502.64 Unrealized -23.3%
CALF PACER US SMALL CAP CASH COWS ETF 0.1%
Value ($000) $1,211 Shares 30,406 Est. Cost $37.79 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $1,203 Shares 17,843 Est. Cost $58.20 Unrealized +11.9%
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.1%
Value ($000) $1,195 Shares 48,031 Est. Cost $24.89 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $1,193 Shares 8,203 Est. Cost $139.25 Unrealized +5.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $1,187 Shares 5,239 Est. Cost $119.19 Unrealized
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $1,183 Shares 8,938 Est. Cost $146.64 Unrealized -13.6%
FISV FISERV INC COM 0.1%
Value ($000) $1,179 Shares 6,836 Est. Cost $160.13 Unrealized +13.3%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $1,171 Shares 10,456 Est. Cost $95.84 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $1,170 Shares 6,755 Est. Cost $94.29 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $1,168 Shares 47,791 Est. Cost $33.73 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $1,163 Shares 8,615 Est. Cost $117.33 Unrealized
MSCI MSCI INC COM 0.1%
Value ($000) $1,160 Shares 2,011 Est. Cost $519.36 Unrealized +5.7%
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,155 Shares 13,552 Est. Cost $71.61 Unrealized
LIN LINDE PLC SHS 0.1%
Value ($000) $1,150 Shares 2,450 Est. Cost $350.61 Unrealized +29.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $1,141 Shares 8,229 Est. Cost $106.15 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,105 Shares 30,960 Est. Cost $39.04 Unrealized -13.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.1%
Value ($000) $1,102 Shares 8,087 Est. Cost $100.54 Unrealized +16.7%
BRC BRADY CORP CL A 0.1%
Value ($000) $1,080 Shares 15,894 Est. Cost $48.07 Unrealized +43.3%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1,080 Shares 17,311 Est. Cost $44.20 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $1,078 Shares 24,819 Est. Cost $29.89 Unrealized +45.7%
IEUR ISHARES CORE MSCI EUROPE ETF 0.1%
Value ($000) $1,078 Shares 16,278 Est. Cost $57.04 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $1,073 Shares 11,952 Est. Cost $71.59 Unrealized +23.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $1,069 Shares 46,001 Est. Cost $35.78 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $1,068 Shares 35,694 Est. Cost $29.86 Unrealized
KVUE KENVUE INC COM 0.1%
Value ($000) $1,062 Shares 50,755 Est. Cost $20.27 Unrealized +9.3%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $1,060 Shares 3,483 Est. Cost $250.92 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $1,052 Shares 2,065 Est. Cost $317.42 Unrealized +36.6%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $1,051 Shares 11,471 Est. Cost $76.28 Unrealized +11.7%
FAST FASTENAL CO COM 0.1%
Value ($000) $1,049 Shares 24,965 Est. Cost $40.11 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $1,045 Shares 3,351 Est. Cost $434.99 Unrealized -13.8%
DHI D R HORTON INC COM 0.1%
Value ($000) $1,043 Shares 8,091 Est. Cost $136.54 Unrealized -10.4%
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $1,041 Shares 8,447 Est. Cost $99.06 Unrealized -5.9%
VBR VANGUARD SMALL CAP VALUE ETF 0.1%
Value ($000) $1,039 Shares 5,327 Est. Cost $166.44 Unrealized
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.1%
Value ($000) $1,038 Shares 29,178 Est. Cost $35.58 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $1,038 Shares 2,024 Est. Cost $550.16 Unrealized -15.3%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value ($000) $1,032 Shares 11,828 Est. Cost $82.43 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $1,029 Shares 6,599 Est. Cost $176.74 Unrealized -11.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.1%
Value ($000) $1,008 Shares 1,313 Est. Cost $418.52 Unrealized +53.4%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.1%
Value ($000) $1,007 Shares 8,733 Est. Cost $95.99 Unrealized +4.2%
T AT&T INC COM 0.1%
Value ($000) $989 Shares 34,183 Est. Cost $17.71 Unrealized +52.2%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $989 Shares 1,852 Est. Cost $336.15 Unrealized +45.8%
KKR KKR & CO INC COM 0.1%
Value ($000) $987 Shares 7,417 Est. Cost $82.28 Unrealized +41.8%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $978 Shares 7,348 Est. Cost $136.34 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $977 Shares 10,408 Est. Cost $71.25 Unrealized
SBR SABINE RTY TR UNIT BEN INT 0.1%
Value ($000) $966 Shares 14,480 Est. Cost $71.81 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $962 Shares 10,581 Est. Cost $68.42 Unrealized +31.6%
MCK MCKESSON CORP COM 0.1%
Value ($000) $956 Shares 1,304 Est. Cost $578.63 Unrealized +21.6%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $933 Shares 11,002 Est. Cost $53.66 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $920 Shares 4,021 Est. Cost $154.63 Unrealized +48.5%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value ($000) $907 Shares 8,870 Est. Cost $91.08 Unrealized -5.0%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.1%
Value ($000) $907 Shares 40,318 Est. Cost $22.08 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $907 Shares 13,142 Est. Cost $60.51 Unrealized +6.1%
URA GLOBAL X URANIUM ETF 0.1%
Value ($000) $897 Shares 23,123 Est. Cost $25.07 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value ($000) $895 Shares 3,209 Est. Cost $207.70 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $889 Shares 5,836 Est. Cost $103.95 Unrealized +35.9%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $885 Shares 1,912 Est. Cost $361.19 Unrealized +27.1%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.1%
Value ($000) $881 Shares 29,275 Est. Cost $28.48 Unrealized
GM GENERAL MTRS CO COM 0.1%
Value ($000) $866 Shares 17,607 Est. Cost $38.75 Unrealized +21.5%
ACWI ISHARES MSCI ACWI ETF 0.1%
Value ($000) $856 Shares 6,656 Est. Cost $113.33 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $844 Shares 10,646 Est. Cost $79.88 Unrealized -4.1%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $838 Shares 2,392 Est. Cost $161.51 Unrealized +44.8%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $837 Shares 27,006 Est. Cost $26.47 Unrealized
CME CME GROUP INC COM 0.1%
Value ($000) $832 Shares 3,019 Est. Cost $158.59 Unrealized +69.3%
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.1%
Value ($000) $831 Shares 16,602 Est. Cost $47.57 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $819 Shares 5,774 Est. Cost $117.54 Unrealized -7.4%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.1%
Value ($000) $811 Shares 24,656 Est. Cost $24.51 Unrealized
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $805 Shares 12,819 Est. Cost $42.93 Unrealized +34.3%
LH LABCORP HOLDINGS INC COM SHS 0.1%
Value ($000) $802 Shares 3,055 Est. Cost $206.94 Unrealized +16.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $789 Shares 7,555 Est. Cost $105.14 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $780 Shares 2,896 Est. Cost $247.19 Unrealized +2.1%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $778 Shares 4,250 Est. Cost $147.51 Unrealized +6.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.1%
Value ($000) $776 Shares 1,744 Est. Cost $453.14 Unrealized +1.7%
BA BOEING CO COM 0.1%
Value ($000) $776 Shares 3,703 Est. Cost $188.47 Unrealized +0.2%
SNOW SNOWFLAKE INC COM SHS 0.1%
Value ($000) $762 Shares 3,404 Est. Cost $180.80 Unrealized 0.0%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $753 Shares 495 Est. Cost $1255.75 Unrealized +4.6%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $750 Shares 8,150 Est. Cost $78.45 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.1%
Value ($000) $748 Shares 17,659 Est. Cost $38.62 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $748 Shares 6,595 Est. Cost $117.72 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value ($000) $743 Shares 3,097 Est. Cost $236.78 Unrealized +2.9%
TOL TOLL BROTHERS INC COM 0.1%
Value ($000) $733 Shares 6,425 Est. Cost $99.35 Unrealized +4.5%
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND 0.1%
Value ($000) $732 Shares 8,884 Est. Cost $76.06 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $730 Shares 126 Est. Cost $3955.51 Unrealized +28.8%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $728 Shares 3,903 Est. Cost $125.45 Unrealized +32.3%
ANYWHERE REAL ESTATE INC COM 0.1%
Value ($000) $723 Shares 199,812 Est. Cost $9.46 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $722 Shares 2,476 Est. Cost $194.70 Unrealized +39.9%
IAT ISHARES U.S. REGIONAL BANKS ETF 0.1%
Value ($000) $718 Shares 14,500 Est. Cost $50.75 Unrealized
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $718 Shares 11,735 Est. Cost $54.13 Unrealized
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.1%
Value ($000) $716 Shares 58,500 Est. Cost $8.66 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $708 Shares 7,141 Est. Cost $103.89 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $703 Shares 9,985 Est. Cost $64.55 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $702 Shares 6,905 Est. Cost $115.48 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.1%
Value ($000) $690 Shares 13,057 Est. Cost $52.82 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $685 Shares 7,468 Est. Cost $91.61 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value ($000) $682 Shares 2,326 Est. Cost $279.65 Unrealized +2.8%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.1%
Value ($000) $677 Shares 5,563 Est. Cost $98.55 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.1%
Value ($000) $676 Shares 10,607 Est. Cost $60.97 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.1%
Value ($000) $676 Shares 2,812 Est. Cost $210.58 Unrealized
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value ($000) $672 Shares 7,099 Est. Cost $91.37 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value ($000) $651 Shares 21,204 Est. Cost $32.73 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $646 Shares 6,884 Est. Cost $98.40 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $642 Shares 6,189 Est. Cost $76.54 Unrealized +33.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $642 Shares 5,788 Est. Cost $62.32 Unrealized +67.5%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $640 Shares 6,086 Est. Cost $78.55 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $634 Shares 2,528 Est. Cost $199.44 Unrealized +13.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $629 Shares 11,038 Est. Cost $50.98 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $622 Shares 4,576 Est. Cost $105.99 Unrealized +23.2%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $622 Shares 6,813 Est. Cost $80.89 Unrealized +2.8%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $618 Shares 6,855 Est. Cost $87.33 Unrealized +4.4%
HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND 0.0%
Value ($000) $615 Shares 14,985 Est. Cost $40.45 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $613 Shares 6,071 Est. Cost $86.85 Unrealized +10.7%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $602 Shares 5,730 Est. Cost $109.18 Unrealized -6.3%
CTVA CORTEVA INC COM 0.0%
Value ($000) $601 Shares 8,061 Est. Cost $47.51 Unrealized +39.3%
GLW CORNING INC COM 0.0%
Value ($000) $584 Shares 11,096 Est. Cost $35.78 Unrealized +29.4%
AZO AUTOZONE INC COM 0.0%
Value ($000) $583 Shares 157 Est. Cost $3091.69 Unrealized +19.2%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $582 Shares 7,908 Est. Cost $73.54 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value ($000) $582 Shares 11,213 Est. Cost $51.86 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.0%
Value ($000) $580 Shares 2,000 Est. Cost $138.99 Unrealized +81.8%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $578 Shares 3,899 Est. Cost $86.79 Unrealized +66.1%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $573 Shares 1,798 Est. Cost $178.26 Unrealized +56.7%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value ($000) $566 Shares 11,086 Est. Cost $51.09 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $565 Shares 1,833 Est. Cost $288.17 Unrealized +0.9%
VRSN VERISIGN INC COM 0.0%
Value ($000) $565 Shares 1,955 Est. Cost $268.94 Unrealized 0.0%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $562 Shares 3,332 Est. Cost $140.95 Unrealized +14.5%
FTNT FORTINET INC COM 0.0%
Value ($000) $559 Shares 5,284 Est. Cost $100.89 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $557 Shares 10,566 Est. Cost $52.60 Unrealized
FEGE FIRST EAGLE GLOBAL EQUITY ETF 0.0%
Value ($000) $556 Shares 13,762 Est. Cost $37.89 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $551 Shares 4,606 Est. Cost $109.27 Unrealized +2.6%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $548 Shares 4,269 Est. Cost $114.32 Unrealized -15.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $547 Shares 2,046 Est. Cost $159.21 Unrealized +63.7%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $545 Shares 5,984 Est. Cost $78.71 Unrealized +6.7%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $542 Shares 1,631 Est. Cost $288.50 Unrealized -2.2%
IT GARTNER INC COM 0.0%
Value ($000) $540 Shares 1,336 Est. Cost $440.65 Unrealized -5.0%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $535 Shares 2,516 Est. Cost $173.57 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $530 Shares 3,079 Est. Cost $232.21 Unrealized -22.3%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $526 Shares 3,751 Est. Cost $95.38 Unrealized +32.6%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $525 Shares 287 Est. Cost $1877.74 Unrealized 0.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $524 Shares 6,119 Est. Cost $51.87 Unrealized +58.1%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $522 Shares 12,700 Est. Cost $29.30 Unrealized +24.8%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $518 Shares 5,140 Est. Cost $146.45 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $509 Shares 1,284 Est. Cost $324.04 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $508 Shares 613 Est. Cost $306.87 Unrealized +121.7%
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 0.0%
Value ($000) $507 Shares 10,993 Est. Cost $46.45 Unrealized
CW CURTISS WRIGHT CORP COM 0.0%
Value ($000) $504 Shares 1,032 Est. Cost $354.71 Unrealized +11.1%
RY ROYAL BK CDA COM 0.0%
Value ($000) $496 Shares 3,769 Est. Cost $100.46 Unrealized +21.7%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $492 Shares 4,661 Est. Cost $59.51 Unrealized +54.2%
SYY SYSCO CORP COM 0.0%
Value ($000) $486 Shares 6,419 Est. Cost $68.98 Unrealized +3.1%
DASH DOORDASH INC CL A 0.0%
Value ($000) $485 Shares 1,969 Est. Cost $200.58 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $481 Shares 6,570 Est. Cost $57.65 Unrealized +16.8%
INTC INTEL CORP COM 0.0%
Value ($000) $476 Shares 21,247 Est. Cost $44.63 Unrealized -53.6%
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $476 Shares 15,307 Est. Cost $27.96 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $474 Shares 3,000 Est. Cost $97.70 Unrealized +28.8%
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value ($000) $469 Shares 11,222 Est. Cost $41.12 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $467 Shares 6,756 Est. Cost $62.72 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $465 Shares 5,688 Est. Cost $68.59 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $457 Shares 3,400 Est. Cost $131.05 Unrealized -6.7%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $454 Shares 5,578 Est. Cost $82.46 Unrealized -7.1%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $447 Shares 20,229 Est. Cost $28.24 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $447 Shares 7,129 Est. Cost $61.11 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $443 Shares 7,560 Est. Cost $30.84 Unrealized +81.4%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $443 Shares 2,637 Est. Cost $100.28 Unrealized +46.7%
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $441 Shares 41,191 Est. Cost $9.25 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $440 Shares 14,978 Est. Cost $13.56 Unrealized +97.4%
INCY INCYTE CORP COM 0.0%
Value ($000) $437 Shares 6,410 Est. Cost $63.35 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $429 Shares 5,187 Est. Cost $63.40 Unrealized +24.0%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $429 Shares 1,509 Est. Cost $230.67 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $425 Shares 10,135 Est. Cost $15.05 Unrealized +140.2%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.0%
Value ($000) $424 Shares 5,289 Est. Cost $56.56 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $423 Shares 3,695 Est. Cost $98.12 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $422 Shares 1,773 Est. Cost $161.22 Unrealized +27.8%
MAS MASCO CORP COM 0.0%
Value ($000) $419 Shares 6,503 Est. Cost $57.30 Unrealized +8.6%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $413 Shares 1,101 Est. Cost $348.21 Unrealized +0.6%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $411 Shares 4,679 Est. Cost $84.91 Unrealized
WAY WAYSTAR HLDG CORP COM 0.0%
Value ($000) $409 Shares 10,004 Est. Cost $24.66 Unrealized +56.2%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $408 Shares 3,801 Est. Cost $98.59 Unrealized +1.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $407 Shares 4,437 Est. Cost $54.76 Unrealized +60.7%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $406 Shares 3,471 Est. Cost $87.78 Unrealized +22.8%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $404 Shares 537 Est. Cost $491.69 Unrealized +35.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $403 Shares 4,791 Est. Cost $54.16 Unrealized +45.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $402 Shares 3,978 Est. Cost $136.29 Unrealized -31.0%
LEN LENNAR CORP CL A 0.0%
Value ($000) $400 Shares 3,617 Est. Cost $133.54 Unrealized -19.6%
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value ($000) $399 Shares 5,874 Est. Cost $31.53 Unrealized +118.9%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $399 Shares 1,824 Est. Cost $247.81 Unrealized -22.2%
DE DEERE & CO COM 0.0%
Value ($000) $398 Shares 782 Est. Cost $308.76 Unrealized +57.0%
CRH CRH PLC ORD 0.0%
Value ($000) $397 Shares 4,326 Est. Cost $82.58 Unrealized +10.2%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $396 Shares 12,141 Est. Cost $27.79 Unrealized +9.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $395 Shares 1,032 Est. Cost $218.55 Unrealized +64.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $395 Shares 2,965 Est. Cost $83.29 Unrealized +36.3%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $393 Shares 17,114 Est. Cost $24.88 Unrealized
ALCO ALICO INC COM 0.0%
Value ($000) $393 Shares 12,033 Est. Cost $26.92 Unrealized +12.2%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $392 Shares 11,851 Est. Cost $31.99 Unrealized +3.2%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $392 Shares 5,333 Est. Cost $60.04 Unrealized +8.7%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $392 Shares 7,523 Est. Cost $35.27 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $391 Shares 560 Est. Cost $317.87 Unrealized +97.6%
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value ($000) $391 Shares 7,280 Est. Cost $50.92 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $389 Shares 11,523 Est. Cost $42.76 Unrealized -20.6%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $387 Shares 14,861 Est. Cost $49.10 Unrealized
KMX CARMAX INC COM 0.0%
Value ($000) $384 Shares 5,710 Est. Cost $67.25 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $380 Shares 3,466 Est. Cost $112.27 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $379 Shares 8,008 Est. Cost $40.46 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.0%
Value ($000) $378 Shares 16,501 Est. Cost $23.06 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $375 Shares 3,805 Est. Cost $151.18 Unrealized -38.3%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $372 Shares 1,215 Est. Cost $315.25 Unrealized -2.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $372 Shares 2,328 Est. Cost $136.10 Unrealized +8.3%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.0%
Value ($000) $371 Shares 10,734 Est. Cost $34.57 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $367 Shares 5,350 Est. Cost $26.23 Unrealized +4.1%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $367 Shares 6,543 Est. Cost $54.96 Unrealized 0.0%
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $364 Shares 5,761 Est. Cost $44.93 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $363 Shares 2,005 Est. Cost $170.92 Unrealized +0.2%
NEM NEWMONT CORP COM 0.0%
Value ($000) $361 Shares 6,188 Est. Cost $52.90 Unrealized 0.0%
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value ($000) $358 Shares 183 Est. Cost $811.48 Unrealized +123.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $357 Shares 715 Est. Cost $385.97 Unrealized +25.9%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $357 Shares 8,234 Est. Cost $37.70 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $356 Shares 2,195 Est. Cost $186.56 Unrealized -14.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $356 Shares 7,383 Est. Cost $43.09 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $356 Shares 8,351 Est. Cost $37.06 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $355 Shares 3,010 Est. Cost $80.10 Unrealized +44.1%
HAS HASBRO INC COM 0.0%
Value ($000) $355 Shares 4,810 Est. Cost $59.07 Unrealized +4.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $354 Shares 8,238 Est. Cost $35.75 Unrealized +6.3%
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF 0.0%
Value ($000) $352 Shares 5,727 Est. Cost $54.09 Unrealized
BCSF BAIN CAP SPECIALTY FIN INC COM STK 0.0%
Value ($000) $350 Shares 23,280 Est. Cost $13.69 Unrealized 0.0%
IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF 0.0%
Value ($000) $349 Shares 15,925 Est. Cost $22.10 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $349 Shares 7,096 Est. Cost $45.56 Unrealized 0.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $347 Shares 8,093 Est. Cost $35.86 Unrealized 0.0%
MET METLIFE INC COM 0.0%
Value ($000) $346 Shares 4,297 Est. Cost $74.25 Unrealized +2.1%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value ($000) $345 Shares 11,974 Est. Cost $28.85 Unrealized
CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 0.0%
Value ($000) $345 Shares 1,627 Est. Cost $194.16 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $343 Shares 3,471 Est. Cost $64.79 Unrealized +25.6%
CGBD CARLYLE SECURED LENDING INC COM 0.0%
Value ($000) $342 Shares 25,015 Est. Cost $12.97 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $341 Shares 876 Est. Cost $334.08 Unrealized +18.7%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $340 Shares 4,271 Est. Cost $82.56 Unrealized -10.8%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $337 Shares 2,285 Est. Cost $140.89 Unrealized 0.0%
HESS CORP COM 0.0%
Value ($000) $337 Shares 2,431 Est. Cost $138.17 Unrealized
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $336 Shares 9,339 Est. Cost $21.84 Unrealized +70.5%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $335 Shares 4,048 Est. Cost $81.25 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $334 Shares 1,255 Est. Cost $237.69 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $334 Shares 5,912 Est. Cost $53.16 Unrealized 0.0%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $331 Shares 619 Est. Cost $440.85 Unrealized 0.0%
AL AIR LEASE CORP CL A 0.0%
Value ($000) $331 Shares 5,659 Est. Cost $46.45 Unrealized +11.0%
ASLV ALLSPRING SPECIAL LARGE VALUE ETF 0.0%
Value ($000) $331 Shares 12,600 Est. Cost $26.24 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $329 Shares 20,901 Est. Cost $14.01 Unrealized 0.0%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $327 Shares 4,013 Est. Cost $77.63 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $326 Shares 1,400 Est. Cost $166.50 Unrealized +19.9%
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $326 Shares 725 Est. Cost $321.88 Unrealized +25.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $323 Shares 3,265 Est. Cost $95.42 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $321 Shares 1,230 Est. Cost $253.17 Unrealized +1.1%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $320 Shares 5,000 Est. Cost $50.77 Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $319 Shares 783 Est. Cost $293.51 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $314 Shares 1,618 Est. Cost $147.45 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $313 Shares 4,218 Est. Cost $79.80 Unrealized -14.4%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $313 Shares 3,039 Est. Cost $102.91 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $312 Shares 5,600 Est. Cost $55.68 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $311 Shares 2,610 Est. Cost $82.47 Unrealized +32.7%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $310 Shares 9,002 Est. Cost $30.06 Unrealized 0.0%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $310 Shares 27,827 Est. Cost $12.21 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $309 Shares 3,337 Est. Cost $90.91 Unrealized
IMO IMPERIAL OIL LTD COM NEW 0.0%
Value ($000) $309 Shares 3,884 Est. Cost $70.25 Unrealized 0.0%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.0%
Value ($000) $309 Shares 5,720 Est. Cost $51.49 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.0%
Value ($000) $308 Shares 1,951 Est. Cost $146.85 Unrealized 0.0%
ARW ARROW ELECTRS INC COM 0.0%
Value ($000) $307 Shares 2,409 Est. Cost $114.83 Unrealized 0.0%
EG EVEREST GROUP LTD COM 0.0%
Value ($000) $307 Shares 903 Est. Cost $343.73 Unrealized 0.0%
XYL XYLEM INC COM 0.0%
Value ($000) $304 Shares 2,353 Est. Cost $133.19 Unrealized -9.8%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $301 Shares 1,177 Est. Cost $212.66 Unrealized +9.6%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $301 Shares 2,921 Est. Cost $94.62 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $300 Shares 2,472 Est. Cost $121.36 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $300 Shares 5,752 Est. Cost $53.60 Unrealized -2.6%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $298 Shares 9,831 Est. Cost $48.04 Unrealized -37.6%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value ($000) $296 Shares 1,459 Est. Cost $236.23 Unrealized -11.9%
APA APA CORPORATION COM 0.0%
Value ($000) $296 Shares 16,200 Est. Cost $23.95 Unrealized -29.6%
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value ($000) $296 Shares 2,085 Est. Cost $122.56 Unrealized +7.2%
PGC PEAPACK-GLADSTONE FINL CORP COM 0.0%
Value ($000) $292 Shares 10,332 Est. Cost $28.11 Unrealized -2.9%
ATI ATI INC COM 0.0%
Value ($000) $291 Shares 3,373 Est. Cost $56.77 Unrealized +20.6%
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value ($000) $291 Shares 2,887 Est. Cost $95.15 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $291 Shares 6,496 Est. Cost $38.54 Unrealized 0.0%
RKLB ROCKET LAB CORP COM 0.0%
Value ($000) $290 Shares 8,114 Est. Cost $24.48 Unrealized 0.0%
CMI CUMMINS INC COM 0.0%
Value ($000) $290 Shares 885 Est. Cost $305.67 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $290 Shares 6,404 Est. Cost $40.76 Unrealized 0.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $288 Shares 1,071 Est. Cost $222.91 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $287 Shares 1,034 Est. Cost $286.30 Unrealized -13.0%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $287 Shares 1,455 Est. Cost $181.51 Unrealized 0.0%
VERONA PHARMA PLC SPONSORED ADS 0.0%
Value ($000) $287 Shares 3,035 Est. Cost $94.59 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $287 Shares 3,711 Est. Cost $77.02 Unrealized
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $286 Shares 7,951 Est. Cost $33.29 Unrealized 0.0%
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $284 Shares 530 Est. Cost $434.87 Unrealized 0.0%
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 0.0%
Value ($000) $283 Shares 7,644 Est. Cost $37.03 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $282 Shares 2,675 Est. Cost $58.50 Unrealized +71.3%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $282 Shares 15,832 Est. Cost $17.26 Unrealized
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $282 Shares 12,826 Est. Cost $9.86 Unrealized +102.5%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $282 Shares 3,515 Est. Cost $66.87 Unrealized
S SENTINELONE INC CL A 0.0%
Value ($000) $281 Shares 15,374 Est. Cost $23.70 Unrealized -22.8%
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $280 Shares 2,489 Est. Cost $97.61 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $279 Shares 1,718 Est. Cost $189.20 Unrealized -6.6%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $277 Shares 7,219 Est. Cost $34.88 Unrealized 0.0%
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value ($000) $277 Shares 2,667 Est. Cost $99.10 Unrealized 0.0%
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $277 Shares 4,948 Est. Cost $56.13 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $274 Shares 973 Est. Cost $249.13 Unrealized +7.6%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $274 Shares 7,487 Est. Cost $36.65 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $274 Shares 1,109 Est. Cost $245.13 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $272 Shares 4,912 Est. Cost $40.09 Unrealized +31.1%
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value ($000) $269 Shares 2,298 Est. Cost $89.24 Unrealized +22.3%
ADSK AUTODESK INC COM 0.0%
Value ($000) $267 Shares 864 Est. Cost $283.70 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $267 Shares 2,064 Est. Cost $115.51 Unrealized 0.0%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.0%
Value ($000) $267 Shares 4,275 Est. Cost $46.62 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $267 Shares 3,522 Est. Cost $63.18 Unrealized +14.9%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $266 Shares 4,211 Est. Cost $58.06 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $266 Shares 6,558 Est. Cost $34.30 Unrealized
LCTU BLACKROCK U.S. CARBON TRANSITION READINESS ETF 0.0%
Value ($000) $265 Shares 3,940 Est. Cost $50.28 Unrealized
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $264 Shares 3,567 Est. Cost $74.01 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $262 Shares 2,637 Est. Cost $99.48 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $260 Shares 3,691 Est. Cost $69.60 Unrealized -22.6%
FMDE FIDELITY ENHANCED MID CAP ETF 0.0%
Value ($000) $259 Shares 7,521 Est. Cost $34.41 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $259 Shares 10,015 Est. Cost $24.48 Unrealized +8.9%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $258 Shares 2,343 Est. Cost $120.36 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $257 Shares 6,963 Est. Cost $34.06 Unrealized 0.0%
WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND 0.0%
Value ($000) $254 Shares 10,356 Est. Cost $20.89 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $254 Shares 1,354 Est. Cost $177.56 Unrealized 0.0%
MCY MERCURY GENL CORP NEW COM 0.0%
Value ($000) $253 Shares 3,751 Est. Cost $59.49 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $253 Shares 1,639 Est. Cost $112.11 Unrealized +36.6%
SAP SAP SE SPON ADR 0.0%
Value ($000) $252 Shares 829 Est. Cost $201.73 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $252 Shares 5,963 Est. Cost $39.27 Unrealized
CNYA ISHARES MSCI CHINA A ETF 0.0%
Value ($000) $252 Shares 8,761 Est. Cost $36.37 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $251 Shares 4,873 Est. Cost $53.08 Unrealized 0.0%
BCE BCE INC COM NEW 0.0%
Value ($000) $251 Shares 11,332 Est. Cost $31.27 Unrealized -32.7%
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value ($000) $250 Shares 894 Est. Cost $244.11 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $250 Shares 12,271 Est. Cost $20.56 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value ($000) $250 Shares 22,999 Est. Cost $10.59 Unrealized -6.8%
TLN TALEN ENERGY CORP COM 0.0%
Value ($000) $247 Shares 851 Est. Cost $216.89 Unrealized +9.4%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $247 Shares 1,723 Est. Cost $137.35 Unrealized 0.0%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $247 Shares 4,399 Est. Cost $56.12 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $246 Shares 4,216 Est. Cost $53.58 Unrealized 0.0%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $245 Shares 2,444 Est. Cost $68.20 Unrealized +52.0%
FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 0.0%
Value ($000) $245 Shares 2,376 Est. Cost $102.98 Unrealized
CAPE DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF 0.0%
Value ($000) $244 Shares 7,661 Est. Cost $25.01 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $244 Shares 6,255 Est. Cost $38.94 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $243 Shares 23,429 Est. Cost $9.04 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $243 Shares 1,164 Est. Cost $196.09 Unrealized 0.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $242 Shares 1,103 Est. Cost $191.08 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.0%
Value ($000) $239 Shares 3,168 Est. Cost $75.58 Unrealized
BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF 0.0%
Value ($000) $238 Shares 2,010 Est. Cost $106.32 Unrealized
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.0%
Value ($000) $236 Shares 7,112 Est. Cost $29.91 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $235 Shares 7,402 Est. Cost $31.24 Unrealized 0.0%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $235 Shares 2,556 Est. Cost $75.06 Unrealized +11.9%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $234 Shares 1,425 Est. Cost $152.42 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $233 Shares 1,111 Est. Cost $191.67 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $232 Shares 2,093 Est. Cost $99.50 Unrealized +12.5%
CNOB CONNECTONE BANCORP INC COM 0.0%
Value ($000) $232 Shares 10,012 Est. Cost $12.52 Unrealized +77.7%
CTAS CINTAS CORP COM 0.0%
Value ($000) $230 Shares 1,034 Est. Cost $214.11 Unrealized 0.0%
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value ($000) $230 Shares 16,770 Est. Cost $8.95 Unrealized +33.7%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $229 Shares 13,692 Est. Cost $9.89 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $229 Shares 927 Est. Cost $208.73 Unrealized +13.6%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value ($000) $229 Shares 3,828 Est. Cost $58.01 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $229 Shares 4,738 Est. Cost $52.73 Unrealized
AVTR AVANTOR INC COM 0.0%
Value ($000) $229 Shares 16,981 Est. Cost $18.94 Unrealized -27.8%
KNSL KINSALE CAP GROUP INC COM 0.0%
Value ($000) $227 Shares 470 Est. Cost $467.10 Unrealized -0.3%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $227 Shares 1,792 Est. Cost $113.33 Unrealized +8.5%
HPQ HP INC COM 0.0%
Value ($000) $227 Shares 9,294 Est. Cost $31.06 Unrealized -20.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $227 Shares 1,476 Est. Cost $147.88 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $227 Shares 1,850 Est. Cost $127.66 Unrealized -20.6%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $226 Shares 930 Est. Cost $231.60 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $224 Shares 2,352 Est. Cost $81.16 Unrealized 0.0%
HUM HUMANA INC COM 0.0%
Value ($000) $224 Shares 916 Est. Cost $276.90 Unrealized -10.9%
NI NISOURCE INC COM 0.0%
Value ($000) $223 Shares 5,538 Est. Cost $25.42 Unrealized +51.9%
TPR TAPESTRY INC COM 0.0%
Value ($000) $222 Shares 2,527 Est. Cost $74.95 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $222 Shares 3,055 Est. Cost $70.79 Unrealized 0.0%
GDDY GODADDY INC CL A 0.0%
Value ($000) $220 Shares 1,224 Est. Cost $179.44 Unrealized 0.0%
ZS ZSCALER INC COM 0.0%
Value ($000) $220 Shares 701 Est. Cost $249.30 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $220 Shares 2,967 Est. Cost $73.23 Unrealized -5.0%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $220 Shares 2,137 Est. Cost $109.51 Unrealized -10.5%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $217 Shares 15,280 Est. Cost $12.97 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $216 Shares 3,932 Est. Cost $58.89 Unrealized 0.0%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $216 Shares 1,918 Est. Cost $112.08 Unrealized 0.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $215 Shares 2,787 Est. Cost $71.34 Unrealized 0.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $214 Shares 750 Est. Cost $285.86 Unrealized
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.0%
Value ($000) $213 Shares 2,803 Est. Cost $72.44 Unrealized
TWLO TWILIO INC CL A 0.0%
Value ($000) $213 Shares 1,711 Est. Cost $106.33 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $212 Shares 81 Est. Cost $2335.36 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $211 Shares 2,779 Est. Cost $73.41 Unrealized 0.0%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $210 Shares 2,586 Est. Cost $71.73 Unrealized 0.0%
NTRA NATERA INC COM 0.0%
Value ($000) $210 Shares 1,243 Est. Cost $155.83 Unrealized 0.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $209 Shares 2,328 Est. Cost $84.09 Unrealized 0.0%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $209 Shares 1,290 Est. Cost $161.74 Unrealized
PB PROSPERITY BANCSHARES INC COM 0.0%
Value ($000) $208 Shares 2,963 Est. Cost $67.25 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $207 Shares 7,968 Est. Cost $26.55 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $207 Shares 767 Est. Cost $218.31 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $207 Shares 1,098 Est. Cost $185.78 Unrealized 0.0%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $207 Shares 1,664 Est. Cost $120.89 Unrealized 0.0%
GNMA ISHARES GNMA BOND ETF 0.0%
Value ($000) $207 Shares 4,704 Est. Cost $44.18 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $206 Shares 6,773 Est. Cost $30.41 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $204 Shares 2,908 Est. Cost $70.29 Unrealized
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $204 Shares 7,329 Est. Cost $25.73 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $204 Shares 912 Est. Cost $216.56 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $203 Shares 1,286 Est. Cost $150.55 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value ($000) $201 Shares 14,430 Est. Cost $16.16 Unrealized 0.0%
CCJ CAMECO CORP COM 0.0%
Value ($000) $201 Shares 2,703 Est. Cost $53.26 Unrealized 0.0%
LAZARD GLOBAL TOTAL RETURN & I COM 0.0%
Value ($000) $196 Shares 11,661 Est. Cost $19.98 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $195 Shares 19,242 Est. Cost $9.25 Unrealized 0.0%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $191 Shares 12,045 Est. Cost $14.96 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $188 Shares 10,332 Est. Cost $15.47 Unrealized -14.8%
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value ($000) $187 Shares 16,563 Est. Cost $10.84 Unrealized 0.0%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $183 Shares 13,165 Est. Cost $13.21 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $171 Shares 19,017 Est. Cost $10.24 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $166 Shares 2,412 Est. Cost $121.02 Unrealized
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $161 Shares 10,428 Est. Cost $15.47 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $156 Shares 12,603 Est. Cost $15.62 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $151 Shares 13,205 Est. Cost $12.20 Unrealized 0.0%
VLY VALLEY NATL BANCORP COM 0.0%
Value ($000) $141 Shares 15,798 Est. Cost $7.64 Unrealized +13.6%
UROY URANIUM RTY CORP COM 0.0%
Value ($000) $137 Shares 54,700 Est. Cost $3.07 Unrealized -34.2%
CNH CNH INDL N V SHS 0.0%
Value ($000) $133 Shares 10,250 Est. Cost $12.31 Unrealized -0.7%
AMCOR PLC ORD 0.0%
Value ($000) $131 Shares 14,229 Est. Cost $9.15 Unrealized 0.0%
SONO SONOS INC COM 0.0%
Value ($000) $119 Shares 11,053 Est. Cost $9.73 Unrealized 0.0%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $102 Shares 11,473 Est. Cost $8.89 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value ($000) $101 Shares 23,647 Est. Cost $3.61 Unrealized
ADT ADT INC DEL COM 0.0%
Value ($000) $95 Shares 11,168 Est. Cost $8.04 Unrealized 0.0%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $83 Shares 34,598 Est. Cost $2.32 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $121.02 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $67 Shares 50,851 Est. Cost $2.88 Unrealized -52.5%
PLTK PLAYTIKA HLDG CORP COM 0.0%
Value ($000) $59 Shares 12,427 Est. Cost $4.92 Unrealized 0.0%
MVST MICROVAST HOLDINGS INC COM 0.0%
Value ($000) $54 Shares 15,000 Est. Cost $2.92 Unrealized 0.0%
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value ($000) $49 Shares 18,863 Est. Cost $3.86 Unrealized -33.2%
AKOYA BIOSCIENCES INC COM 0.0%
Value ($000) $36 Shares 27,602 Est. Cost $2.72 Unrealized
CELG-R BRISTOL-MYERS SQUIBB CO CONTIN VAL RT 0.0%
Value ($000) $3 Shares 109,175 Est. Cost $0.39 Unrealized