Legend Financial Advisors, Inc. Diversified Active

CIK: 0001781948 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 13, 2023

Total Value ($000): $117,202 (100.0% shares, 0.0% debt)

Holdings (188)

IAU ISHARES GOLD TR 8.9%
Value ($000) $10,402 Shares 297,297 Est. Cost $33.54 Unrealized
QQQ INVESCO QQQ TR 8.5%
Value ($000) $9,993 Shares 27,891 Est. Cost $343.01 Unrealized
VO VANGUARD INDEX FDS 8.5%
Value ($000) $9,970 Shares 47,880 Est. Cost $1295.55 Unrealized
SOXX ISHARES TR 7.5%
Value ($000) $8,764 Shares 18,504 Est. Cost $431.82 Unrealized
LEUTHOLD FDS INC 6.5%
Value ($000) $7,608 Shares 251,068 Est. Cost $27501.29 Unrealized
FNDX SCHWAB STRATEGIC TR 6.3%
Value ($000) $7,370 Shares 131,676 Est. Cost $3803.71 Unrealized
COPX GLOBAL X FDS 6.2%
Value ($000) $7,265 Shares 199,540 Est. Cost $144.99 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 5.5%
Value ($000) $6,460 Shares 83,843 Est. Cost $16530.10 Unrealized
XME SPDR SER TR 5.1%
Value ($000) $5,954 Shares 113,405 Est. Cost $43.54 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 4.8%
Value ($000) $5,674 Shares 134,839 Est. Cost $723.85 Unrealized
IAK ISHARES TR 4.5%
Value ($000) $5,274 Shares 57,543 Est. Cost $83.13 Unrealized
DJP BARCLAYS BANK PLC 4.4%
Value ($000) $5,106 Shares 158,880 Est. Cost $34.34 Unrealized
ARB ALTSHARES TRUST 3.3%
Value ($000) $3,831 Shares 145,926 Est. Cost $25.74 Unrealized
SPSM SPDR SER TR 2.5%
Value ($000) $2,986 Shares 80,920 Est. Cost $36.99 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $1,477 Shares 8,627 Est. Cost $127.33 Unrealized +42.4%
VERITIV CORP 1.2%
Value ($000) $1,410 Shares 8,350 Est. Cost $66.87 Unrealized
MOD MODINE MFG CO 0.9%
Value ($000) $1,019 Shares 22,269 Est. Cost $18.57 Unrealized +125.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $957 Shares 2,731 Est. Cost $285.15 Unrealized +24.4%
FISV FISERV INC 0.7%
Value ($000) $850 Shares 7,526 Est. Cost $117.72 Unrealized +4.6%
CHICOS FAS INC 0.6%
Value ($000) $755 Shares 100,922 Est. Cost $4.99 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $745 Shares 5,861 Est. Cost $129.77 Unrealized +3.3%
HAL HALLIBURTON CO 0.6%
Value ($000) $741 Shares 18,291 Est. Cost $33.74 Unrealized +9.6%
CHAMPIONX CORPORATION 0.6%
Value ($000) $726 Shares 20,377 Est. Cost $28.60 Unrealized
CRBG COREBRIDGE FINL INC 0.6%
Value ($000) $660 Shares 33,421 Est. Cost $16.11 Unrealized 0.0%
SCHG SCHWAB STRATEGIC TR 0.6%
Value ($000) $659 Shares 9,062 Est. Cost $103.36 Unrealized
TBBK BANCORP INC DEL 0.5%
Value ($000) $624 Shares 18,097 Est. Cost $23.17 Unrealized +57.2%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $621 Shares 10,658 Est. Cost $46.23 Unrealized +17.7%
ALV AUTOLIV INC 0.5%
Value ($000) $599 Shares 6,210 Est. Cost $81.28 Unrealized +11.3%
RYAAY RYANAIR HOLDINGS PLC 0.5%
Value ($000) $587 Shares 6,040 Est. Cost $97.21 Unrealized
NMIH NMI HLDGS INC 0.5%
Value ($000) $573 Shares 21,143 Est. Cost $19.98 Unrealized +39.4%
CPA COPA HOLDINGS SA 0.5%
Value ($000) $547 Shares 6,134 Est. Cost $67.21 Unrealized +33.7%
SANM SANMINA CORPORATION 0.4%
Value ($000) $517 Shares 9,530 Est. Cost $59.90 Unrealized -6.1%
PALL ABRDN PALLADIUM ETF TRUST 0.4%
Value ($000) $486 Shares 4,226 Est. Cost $219.84 Unrealized
ALB ALBEMARLE CORP 0.4%
Value ($000) $414 Shares 2,436 Est. Cost $234.25 Unrealized -18.3%
TPR TAPESTRY INC 0.3%
Value ($000) $382 Shares 13,271 Est. Cost $29.52 Unrealized +16.2%
LIT GLOBAL X FDS 0.2%
Value ($000) $234 Shares 4,241 Est. Cost $73.91 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $230 Shares 4,016 Est. Cost $69.09 Unrealized -6.8%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $202 Shares 2,900 Est. Cost $69.78 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $198 Shares 369 Est. Cost $290.91 Unrealized +74.2%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $174 Shares 1,420 Est. Cost $149.51 Unrealized -23.0%
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $149 Shares 729 Est. Cost $208.02 Unrealized +0.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $144 Shares 1,016 Est. Cost $150.85 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $142 Shares 976 Est. Cost $108.80 Unrealized +30.8%
STBA S & T BANCORP INC 0.1%
Value ($000) $141 Shares 5,194 Est. Cost $33.14 Unrealized -12.8%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $140 Shares 657 Est. Cost $212.41 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $128 Shares 482 Est. Cost $210400.00 Unrealized
IAT ISHARES TR 0.1%
Value ($000) $127 Shares 3,790 Est. Cost $33.85 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $124 Shares 1,000 Est. Cost $139.99 Unrealized -5.2%
AMGN AMGEN INC 0.1%
Value ($000) $116 Shares 433 Est. Cost $221.04 Unrealized +4.9%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $115 Shares 716 Est. Cost $142449.84 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $103 Shares 858 Est. Cost $88.18 Unrealized +22.3%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $96 Shares 1,905 Est. Cost $42354.02 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $95 Shares 302 Est. Cost $251.53 Unrealized +29.0%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $89 Shares 1,866 Est. Cost $47.83 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $81 Shares 1,505 Est. Cost $53.52 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $79 Shares 185 Est. Cost $358648.66 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $72 Shares 601 Est. Cost $75.39 Unrealized +37.1%
UDR UDR INC 0.1%
Value ($000) $71 Shares 2,000 Est. Cost $39.97 Unrealized -9.6%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $69 Shares 3,254 Est. Cost $21.17 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $69 Shares 600 Est. Cost $95.99 Unrealized +20.2%
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $65 Shares 2,175 Est. Cost $30711.19 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $61 Shares 215 Est. Cost $219.91 Unrealized +34.9%
GOOGL ALPHABET INC 0.0%
Value ($000) $58 Shares 440 Est. Cost $110.06 Unrealized +16.7%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $56 Shares 1,258 Est. Cost $32.41 Unrealized +28.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $44 Shares 1,036 Est. Cost $38.69 Unrealized +8.1%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $41 Shares 95 Est. Cost $353057.97 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $40 Shares 562 Est. Cost $83.84 Unrealized -3.1%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $40 Shares 100 Est. Cost $325.17 Unrealized +21.9%
IWM ISHARES TR 0.0%
Value ($000) $39 Shares 222 Est. Cost $164918.92 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $38 Shares 143 Est. Cost $236.27 Unrealized +14.1%
GOOG ALPHABET INC 0.0%
Value ($000) $37 Shares 280 Est. Cost $110.83 Unrealized +16.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $37 Shares 73 Est. Cost $498.07 Unrealized -5.6%
T AT&T INC 0.0%
Value ($000) $35 Shares 2,307 Est. Cost $15.08 Unrealized -14.1%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $34 Shares 403 Est. Cost $71019.85 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $34 Shares 206 Est. Cost $118781.55 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $33 Shares 500 Est. Cost $56.50 Unrealized +27.1%
MET METLIFE INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $57.65 Unrealized +0.6%
IJH ISHARES TR 0.0%
Value ($000) $29 Shares 118 Est. Cost $219261.36 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $29 Shares 188 Est. Cost $153.26 Unrealized +0.0%
LOW LOWES COS INC 0.0%
Value ($000) $29 Shares 139 Est. Cost $182.38 Unrealized +17.8%
HD HOME DEPOT INC 0.0%
Value ($000) $28 Shares 94 Est. Cost $274.28 Unrealized +10.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $28 Shares 200 Est. Cost $99.36 Unrealized +22.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $28 Shares 91 Est. Cost $274.70 Unrealized +10.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $28 Shares 500 Est. Cost $37.60 Unrealized +42.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $27 Shares 230 Est. Cost $112.11 Unrealized +0.1%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $25 Shares 172 Est. Cost $130.59 Unrealized +10.4%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $24 Shares 175 Est. Cost $122784.09 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $24 Shares 228 Est. Cost $84.40 Unrealized +18.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $23 Shares 266 Est. Cost $94.02 Unrealized -11.1%
V VISA INC 0.0%
Value ($000) $23 Shares 100 Est. Cost $198.34 Unrealized +19.1%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $23 Shares 441 Est. Cost $73609.98 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $23 Shares 469 Est. Cost $1527.59 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $21 Shares 756 Est. Cost $31.70 Unrealized -12.2%
FINX GLOBAL X FDS 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20280.00 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $19 Shares 71 Est. Cost $288.34 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $19 Shares 110 Est. Cost $148.98 Unrealized +18.8%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $19 Shares 500 Est. Cost $26.27 Unrealized +18.7%
LIN LINDE PLC 0.0%
Value ($000) $19 Shares 50 Est. Cost $322.30 Unrealized +14.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $18 Shares 74 Est. Cost $219.07 Unrealized +5.5%
AFL AFLAC INC 0.0%
Value ($000) $17 Shares 227 Est. Cost $54.56 Unrealized +29.2%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $17 Shares 75 Est. Cost $181.67 Unrealized +26.6%
CTVA CORTEVA INC 0.0%
Value ($000) $17 Shares 333 Est. Cost $56.17 Unrealized -8.3%
CB CHUBB LIMITED 0.0%
Value ($000) $16 Shares 78 Est. Cost $191.91 Unrealized +2.5%
IJS ISHARES TR 0.0%
Value ($000) $16 Shares 180 Est. Cost $82450.00 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $15 Shares 97 Est. Cost $151.63 Unrealized +4.8%
ABT ABBOTT LABS 0.0%
Value ($000) $15 Shares 157 Est. Cost $100.02 Unrealized +0.4%
IEMG ISHARES INC 0.0%
Value ($000) $15 Shares 312 Est. Cost $42980.77 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $15 Shares 98 Est. Cost $86.91 Unrealized +52.6%
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $15 Shares 133 Est. Cost $86699.25 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $14 Shares 35 Est. Cost $400.30 Unrealized +3.7%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $14 Shares 820 Est. Cost $15570.67 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $14 Shares 63 Est. Cost $206571.42 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $14 Shares 54 Est. Cost $228.71 Unrealized +12.9%
WMT WALMART INC 0.0%
Value ($000) $14 Shares 86 Est. Cost $42.00 Unrealized +23.4%
ABNB AIRBNB INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.83 Unrealized +24.6%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $14 Shares 94 Est. Cost $104861.70 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $14 Shares 125 Est. Cost $123.69 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $14 Shares 21 Est. Cost $550285.70 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $13 Shares 227 Est. Cost $59.41 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $13 Shares 59 Est. Cost $218.05 Unrealized -3.2%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 197 Est. Cost $47888.32 Unrealized
DOW DOW INC 0.0%
Value ($000) $13 Shares 250 Est. Cost $41.46 Unrealized +11.7%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $13 Shares 66 Est. Cost $170546.39 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $13 Shares 115 Est. Cost $63694.20 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $13 Shares 74 Est. Cost $158.02 Unrealized +5.8%
IJR ISHARES TR 0.0%
Value ($000) $12 Shares 130 Est. Cost $87192.30 Unrealized
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $12 Shares 150 Est. Cost $70.16 Unrealized +14.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $12 Shares 42 Est. Cost $226.37 Unrealized +21.4%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $12 Shares 420 Est. Cost $22665.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $12 Shares 295 Est. Cost $36504.55 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $11 Shares 156 Est. Cost $66102.56 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $11 Shares 262 Est. Cost $63.21 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $11 Shares 43 Est. Cost $229.46 Unrealized +8.6%
CMI CUMMINS INC 0.0%
Value ($000) $11 Shares 47 Est. Cost $196.18 Unrealized +16.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $10 Shares 108 Est. Cost $77.62 Unrealized +17.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $10 Shares 65 Est. Cost $126215.38 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $10 Shares 37 Est. Cost $195.77 Unrealized +26.1%
MSOS ADVISORSHARES TR 0.0%
Value ($000) $10 Shares 1,199 Est. Cost $8909.92 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $9 Shares 126 Est. Cost $76804.16 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $9 Shares 40 Est. Cost $174291.39 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $9 Shares 53 Est. Cost $132.81 Unrealized +9.7%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $9 Shares 38 Est. Cost $223710.53 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $9 Shares 79 Est. Cost $142.93 Unrealized -18.6%
NKE NIKE INC 0.0%
Value ($000) $9 Shares 91 Est. Cost $97.67 Unrealized +0.6%
PAPR INNOVATOR ETFS TR 0.0%
Value ($000) $9 Shares 283 Est. Cost $30.90 Unrealized
UAPR INNOVATOR ETFS TR 0.0%
Value ($000) $9 Shares 334 Est. Cost $26.07 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $69.53 Unrealized +12.0%
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 166 Est. Cost $48740.96 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $7 Shares 87 Est. Cost $75.24 Unrealized +6.7%
NEM NEWMONT CORP 0.0%
Value ($000) $7 Shares 189 Est. Cost $42.16 Unrealized -9.1%
PFE PFIZER INC 0.0%
Value ($000) $7 Shares 199 Est. Cost $40.41 Unrealized -24.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $6 Shares 91 Est. Cost $71.21 Unrealized -0.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $6 Shares 65 Est. Cost $114.81 Unrealized -14.0%
NVS NOVARTIS AG 0.0%
Value ($000) $6 Shares 61 Est. Cost $76016.39 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $6 Shares 38 Est. Cost $160.50 Unrealized -5.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $88.47 Unrealized -26.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $6 Shares 180 Est. Cost $35.76 Unrealized -18.9%
AVGO BROADCOM INC 0.0%
Value ($000) $6 Shares 7 Est. Cost $52.78 Unrealized +59.1%
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $6 Shares 80 Est. Cost $58.61 Unrealized
BUNGE LIMITED 0.0%
Value ($000) $5 Shares 45 Est. Cost $82577.78 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $81.47 Unrealized +3.5%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.32 Unrealized -8.6%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 35 Est. Cost $132.60 Unrealized
GEN GEN DIGITAL INC 0.0%
Value ($000) $4 Shares 250 Est. Cost $21.52 Unrealized -13.5%
LIBERTY GLOBAL PLC 0.0%
Value ($000) $4 Shares 236 Est. Cost $16500.00 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $4 Shares 96 Est. Cost $36342.59 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $4 Shares 82 Est. Cost $70.42 Unrealized -30.5%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $4 Shares 38 Est. Cost $105.33 Unrealized +4.4%
TSLA TESLA INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $279.27 Unrealized -8.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.05 Unrealized +10.9%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $4 Shares 83 Est. Cost $37.20 Unrealized +35.9%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.66 Unrealized +6.5%
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 96 Est. Cost $35.44 Unrealized -2.3%
USFR WISDOMTREE TR 0.0%
Value ($000) $3 Shares 59 Est. Cost $50280.06 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $3 Shares 128 Est. Cost $21.85 Unrealized
DMAC DIAMEDICA THERAPEUTICS INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $1.56 Unrealized +105.5%
C CITIGROUP INC 0.0%
Value ($000) $3 Shares 61 Est. Cost $43.67 Unrealized -7.3%
SNY SANOFI 0.0%
Value ($000) $2 Shares 45 Est. Cost $38022.22 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $2 Shares 97 Est. Cost $12.46 Unrealized +11.3%
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.20 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 159 Est. Cost $13.59 Unrealized -8.2%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $2 Shares 52 Est. Cost $26.19 Unrealized
DTM DT MIDSTREAM INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $46.63 Unrealized +1.8%
RING ISHARES INC 0.0%
Value ($000) $2 Shares 76 Est. Cost $23.30 Unrealized
FMC FMC CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $94.90 Unrealized -18.1%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $1 Shares 27 Est. Cost $13.66 Unrealized +75.9%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $27.57 Unrealized +24.1%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $26.60 Unrealized -36.3%