Legend Financial Advisors, Inc. Diversified Active

CIK: 0001781948 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 31, 2024

Total Value ($000): $124,423 (100.0% shares, 0.0% debt)

Holdings (193)

VO VANGUARD INDEX FDS 9.1%
Value ($000) $11,335 Shares 48,723 Est. Cost $1277.16 Unrealized
IAU ISHARES GOLD TR 9.1%
Value ($000) $11,283 Shares 289,080 Est. Cost $33.54 Unrealized
QQQ INVESCO QQQ TR 8.9%
Value ($000) $11,089 Shares 27,077 Est. Cost $343.01 Unrealized
SOXX ISHARES TR 8.4%
Value ($000) $10,463 Shares 18,162 Est. Cost $431.82 Unrealized
FNDX SCHWAB STRATEGIC TR 6.5%
Value ($000) $8,094 Shares 130,681 Est. Cost $3803.71 Unrealized
LEUTHOLD FDS INC 6.4%
Value ($000) $7,987 Shares 248,273 Est. Cost $27501.29 Unrealized
COPX GLOBAL X FDS 6.2%
Value ($000) $7,680 Shares 204,787 Est. Cost $142.23 Unrealized
VIOV VANGUARD ADMIRAL FDS INC 6.1%
Value ($000) $7,573 Shares 85,572 Est. Cost $16197.90 Unrealized
XME SPDR SER TR 5.5%
Value ($000) $6,828 Shares 114,116 Est. Cost $43.54 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 5.2%
Value ($000) $6,427 Shares 135,161 Est. Cost $723.85 Unrealized
IAK ISHARES TR 4.5%
Value ($000) $5,588 Shares 55,812 Est. Cost $83.13 Unrealized
DJP BARCLAYS BANK PLC 3.9%
Value ($000) $4,906 Shares 161,447 Est. Cost $34.28 Unrealized
ARB ALTSHARES TRUST 3.1%
Value ($000) $3,876 Shares 144,894 Est. Cost $25.74 Unrealized
SPSM SPDR SER TR 2.8%
Value ($000) $3,443 Shares 81,624 Est. Cost $36.99 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $1,660 Shares 8,620 Est. Cost $127.33 Unrealized +43.6%
MOD MODINE MFG CO 1.1%
Value ($000) $1,326 Shares 22,217 Est. Cost $18.57 Unrealized +163.4%
FISV FISERV INC 0.8%
Value ($000) $1,000 Shares 7,526 Est. Cost $117.72 Unrealized +4.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $967 Shares 2,711 Est. Cost $285.15 Unrealized +23.1%
AMZN AMAZON COM INC 0.7%
Value ($000) $878 Shares 5,781 Est. Cost $129.77 Unrealized +8.0%
RYAAY RYANAIR HOLDINGS PLC 0.6%
Value ($000) $795 Shares 5,965 Est. Cost $97.21 Unrealized
CRBG COREBRIDGE FINL INC 0.6%
Value ($000) $724 Shares 33,444 Est. Cost $16.11 Unrealized +16.0%
TBBK BANCORP INC DEL 0.6%
Value ($000) $700 Shares 18,150 Est. Cost $23.17 Unrealized +61.5%
ALV AUTOLIV INC 0.6%
Value ($000) $686 Shares 6,229 Est. Cost $81.28 Unrealized +16.5%
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $680 Shares 8,199 Est. Cost $103.36 Unrealized
CPA COPA HOLDINGS SA 0.5%
Value ($000) $657 Shares 6,180 Est. Cost $67.21 Unrealized +19.2%
HAL HALLIBURTON CO 0.5%
Value ($000) $654 Shares 18,092 Est. Cost $33.74 Unrealized +8.0%
NMIH NMI HLDGS INC 0.5%
Value ($000) $629 Shares 21,209 Est. Cost $19.98 Unrealized +39.7%
CHAMPIONX CORPORATION 0.5%
Value ($000) $596 Shares 20,412 Est. Cost $28.60 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $548 Shares 10,524 Est. Cost $46.23 Unrealized +10.8%
TPR TAPESTRY INC 0.4%
Value ($000) $495 Shares 13,448 Est. Cost $29.52 Unrealized -1.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $247 Shares 4,066 Est. Cost $68.90 Unrealized -22.4%
LLY ELI LILLY & CO 0.2%
Value ($000) $204 Shares 350 Est. Cost $290.91 Unrealized +97.7%
HII HUNTINGTON INGALLS INDS INC 0.2%
Value ($000) $189 Shares 729 Est. Cost $208.02 Unrealized +6.9%
STBA S & T BANCORP INC 0.1%
Value ($000) $174 Shares 5,194 Est. Cost $33.14 Unrealized -13.5%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $168 Shares 988 Est. Cost $109.23 Unrealized +32.6%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $161 Shares 1,020 Est. Cost $150.85 Unrealized
IAT ISHARES TR 0.1%
Value ($000) $159 Shares 3,790 Est. Cost $33.85 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $146 Shares 482 Est. Cost $210400.00 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $142 Shares 920 Est. Cost $149.51 Unrealized -19.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $132 Shares 1,000 Est. Cost $139.99 Unrealized -14.3%
AMGN AMGEN INC 0.1%
Value ($000) $130 Shares 451 Est. Cost $222.40 Unrealized +14.7%
MSFT MICROSOFT CORP 0.1%
Value ($000) $129 Shares 344 Est. Cost $263.59 Unrealized +32.9%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $128 Shares 716 Est. Cost $142449.84 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $107 Shares 1,906 Est. Cost $42354.02 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $100 Shares 858 Est. Cost $88.18 Unrealized +24.4%
IVV ISHARES TR 0.1%
Value ($000) $88 Shares 185 Est. Cost $358648.66 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $80 Shares 601 Est. Cost $75.39 Unrealized +47.3%
UDR UDR INC 0.1%
Value ($000) $77 Shares 2,000 Est. Cost $39.97 Unrealized -20.2%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $76 Shares 600 Est. Cost $95.99 Unrealized +19.5%
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $68 Shares 2,175 Est. Cost $30711.19 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $67 Shares 215 Est. Cost $219.91 Unrealized +22.8%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $65 Shares 1,478 Est. Cost $33.55 Unrealized +19.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $54 Shares 1,036 Est. Cost $38.69 Unrealized +12.9%
GOOGL ALPHABET INC 0.0%
Value ($000) $53 Shares 380 Est. Cost $110.06 Unrealized +21.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $49 Shares 93 Est. Cost $500.92 Unrealized +2.1%
RTX RTX CORPORATION 0.0%
Value ($000) $47 Shares 562 Est. Cost $83.84 Unrealized -9.8%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $45 Shares 95 Est. Cost $353057.97 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $45 Shares 222 Est. Cost $164918.92 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $43 Shares 100 Est. Cost $325.17 Unrealized +22.1%
MCD MCDONALDS CORP 0.0%
Value ($000) $42 Shares 143 Est. Cost $236.27 Unrealized +9.5%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $40 Shares 206 Est. Cost $118781.55 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $39 Shares 280 Est. Cost $110.83 Unrealized +21.5%
HD HOME DEPOT INC 0.0%
Value ($000) $39 Shares 113 Est. Cost $277.55 Unrealized +5.8%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $56.50 Unrealized +23.1%
T AT&T INC 0.0%
Value ($000) $39 Shares 2,307 Est. Cost $15.08 Unrealized -5.8%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $38 Shares 403 Est. Cost $71019.85 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $34 Shares 214 Est. Cost $152.09 Unrealized -5.6%
MET METLIFE INC 0.0%
Value ($000) $33 Shares 500 Est. Cost $57.65 Unrealized +1.9%
IJH ISHARES TR 0.0%
Value ($000) $33 Shares 118 Est. Cost $219261.36 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $32 Shares 91 Est. Cost $274.70 Unrealized +13.8%
LOW LOWES COS INC 0.0%
Value ($000) $31 Shares 139 Est. Cost $182.38 Unrealized +6.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $29 Shares 500 Est. Cost $37.60 Unrealized +37.1%
MRK MERCK & CO INC 0.0%
Value ($000) $28 Shares 260 Est. Cost $85.93 Unrealized +12.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $27 Shares 230 Est. Cost $112.11 Unrealized -0.9%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 175 Est. Cost $122784.09 Unrealized
V VISA INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $198.34 Unrealized +22.3%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $26 Shares 200 Est. Cost $99.36 Unrealized +20.1%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $118.45 Unrealized -7.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $26 Shares 266 Est. Cost $94.02 Unrealized -10.8%
FINX GLOBAL X FDS 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $20280.00 Unrealized
IHI ISHARES TR 0.0%
Value ($000) $25 Shares 469 Est. Cost $1527.59 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $25 Shares 172 Est. Cost $130.59 Unrealized +7.7%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $24 Shares 441 Est. Cost $73609.98 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $24 Shares 104 Est. Cost $197.37 Unrealized +8.3%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $22 Shares 500 Est. Cost $26.27 Unrealized +17.6%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $22 Shares 71 Est. Cost $288.34 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $22 Shares 110 Est. Cost $148.98 Unrealized +15.6%
LIN LINDE PLC 0.0%
Value ($000) $21 Shares 50 Est. Cost $322.30 Unrealized +19.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $20 Shares 77 Est. Cost $221.83 Unrealized +5.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $20 Shares 75 Est. Cost $181.67 Unrealized +25.1%
AFL AFLAC INC 0.0%
Value ($000) $19 Shares 227 Est. Cost $54.56 Unrealized +41.1%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $18 Shares 39 Est. Cost $402.06 Unrealized +3.8%
ABT ABBOTT LABS 0.0%
Value ($000) $17 Shares 157 Est. Cost $100.02 Unrealized -3.9%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $17 Shares 74 Est. Cost $219.07 Unrealized +1.4%
BLACKROCK INC 0.0%
Value ($000) $17 Shares 21 Est. Cost $550285.70 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $17 Shares 133 Est. Cost $86699.25 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $17 Shares 97 Est. Cost $151.63 Unrealized -4.0%
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $16 Shares 94 Est. Cost $104861.70 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $16 Shares 66 Est. Cost $230.13 Unrealized +2.8%
PEP PEPSICO INC 0.0%
Value ($000) $16 Shares 94 Est. Cost $157.12 Unrealized -2.1%
IEMG ISHARES INC 0.0%
Value ($000) $16 Shares 312 Est. Cost $42980.77 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $16 Shares 820 Est. Cost $15570.67 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $15 Shares 98 Est. Cost $86.91 Unrealized +63.4%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $14 Shares 66 Est. Cost $170546.39 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 197 Est. Cost $47888.32 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $14 Shares 130 Est. Cost $87192.30 Unrealized
DOW DOW INC 0.0%
Value ($000) $14 Shares 250 Est. Cost $41.46 Unrealized +7.7%
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $14 Shares 420 Est. Cost $22665.81 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.83 Unrealized +16.3%
WMT WALMART INC 0.0%
Value ($000) $14 Shares 86 Est. Cost $42.00 Unrealized +23.0%
FTSM FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $14 Shares 227 Est. Cost $59.41 Unrealized
NKE NIKE INC 0.0%
Value ($000) $13 Shares 123 Est. Cost $99.05 Unrealized +4.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $70.16 Unrealized +15.3%
AVGO BROADCOM INC 0.0%
Value ($000) $12 Shares 11 Est. Cost $67.13 Unrealized +37.4%
USMV ISHARES TR 0.0%
Value ($000) $12 Shares 156 Est. Cost $66102.56 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $12 Shares 65 Est. Cost $126215.38 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $12 Shares 224 Est. Cost $63.21 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $12 Shares 42 Est. Cost $226.37 Unrealized +14.5%
CMI CUMMINS INC 0.0%
Value ($000) $11 Shares 47 Est. Cost $196.18 Unrealized +10.5%
TGT TARGET CORP 0.0%
Value ($000) $11 Shares 79 Est. Cost $142.93 Unrealized -20.9%
XBI SPDR SER TR 0.0%
Value ($000) $11 Shares 126 Est. Cost $76804.16 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $11 Shares 108 Est. Cost $77.62 Unrealized +13.5%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $10 Shares 43 Est. Cost $229.46 Unrealized -0.7%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $10 Shares 40 Est. Cost $174291.39 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $10 Shares 123 Est. Cost $71.34 Unrealized +0.5%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $10 Shares 38 Est. Cost $223710.53 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $9 Shares 37 Est. Cost $195.77 Unrealized +23.8%
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
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 221 Est. Cost $36504.55 Unrealized
MSOS ADVISORSHARES TR 0.0%
Value ($000) $8 Shares 1,199 Est. Cost $8909.92 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $8 Shares 87 Est. Cost $75.24 Unrealized -0.6%
CTVA CORTEVA INC 0.0%
Value ($000) $8 Shares 167 Est. Cost $56.17 Unrealized -17.1%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $8 Shares 53 Est. Cost $132.81 Unrealized +3.8%
IJT ISHARES TR 0.0%
Value ($000) $8 Shares 63 Est. Cost $63694.20 Unrealized
ERTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 166 Est. Cost $48740.96 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $8 Shares 189 Est. Cost $42.16 Unrealized -12.7%
DTE DTE ENERGY CO 0.0%
Value ($000) $7 Shares 65 Est. Cost $114.81 Unrealized -17.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $7 Shares 180 Est. Cost $35.76 Unrealized -13.3%
ORCL ORACLE CORP 0.0%
Value ($000) $7 Shares 64 Est. Cost $106.71 Unrealized 0.0%
SPHB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $7 Shares 80 Est. Cost $58.61 Unrealized
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 -16.4%
BA BOEING CO 0.0%
Value ($000) $6 Shares 22 Est. Cost $213.87 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $6 Shares 199 Est. Cost $40.41 Unrealized -34.7%
GEN GEN DIGITAL INC 0.0%
Value ($000) $6 Shares 250 Est. Cost $21.52 Unrealized -11.6%
LIT GLOBAL X FDS 0.0%
Value ($000) $6 Shares 111 Est. Cost $73.91 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $6 Shares 22 Est. Cost $206571.42 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $81.47 Unrealized +6.3%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.32 Unrealized -3.5%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 35 Est. Cost $132.60 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $5 Shares 96 Est. Cost $36342.59 Unrealized
BG BUNGE GLOBAL SA 0.0%
Value ($000) $5 Shares 45 Est. Cost $98.11 Unrealized 0.0%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $17.05 Unrealized +12.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $4 Shares 82 Est. Cost $70.42 Unrealized -36.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $4 Shares 38 Est. Cost $105.33 Unrealized +0.6%
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $4 Shares 236 Est. Cost $9.07 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $4 Shares 50 Est. Cost $65.40 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value ($000) $4 Shares 16 Est. Cost $209.24 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $4 Shares 50 Est. Cost $66.72 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $4 Shares 16 Est. Cost $193.61 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $4 Shares 40 Est. Cost $73.14 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $3 Shares 96 Est. Cost $35.44 Unrealized -14.7%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $3 Shares 83 Est. Cost $37.20 Unrealized +5.7%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.66 Unrealized +9.7%
C CITIGROUP INC 0.0%
Value ($000) $3 Shares 61 Est. Cost $43.67 Unrealized -5.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $317.74 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $166.66 Unrealized 0.0%
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 +58.3%
DLN WISDOMTREE TR 0.0%
Value ($000) $3 Shares 42 Est. Cost $66.38 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $3 Shares 18 Est. Cost $118.34 Unrealized 0.0%
UNITED STATES STL CORP NEW 0.0%
Value ($000) $3 Shares 52 Est. Cost $26.19 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.98 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value ($000) $2 Shares 8 Est. Cost $280.77 Unrealized 0.0%
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 +13.5%
RING ISHARES INC 0.0%
Value ($000) $2 Shares 76 Est. Cost $23.30 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $2 Shares 159 Est. Cost $13.59 Unrealized -20.6%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $46.63 Unrealized +8.8%
LAM RESEARCH CORP 0.0%
Value ($000) $2 Shares 2 Est. Cost $783.50 Unrealized
DBMF LITMAN GREGORY FDS TR 0.0%
Value ($000) $2 Shares 60 Est. Cost $28.20 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $126.04 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $40.17 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $175.15 Unrealized 0.0%
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $1 Shares 27 Est. Cost $13.66 Unrealized +55.4%
CCI CROWN CASTLE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $90.81 Unrealized 0.0%
PALL ABRDN PALLADIUM ETF TRUST 0.0%
Value ($000) $1 Shares 6 Est. Cost $219.84 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $27.57 Unrealized +45.3%
BAC BANK AMERICA CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $31.70 Unrealized -12.9%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.94 Unrealized -25.1%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.33 Unrealized 0.0%