CBIZ Investment Advisory Services, LLC Diversified Active

CIK: 0001795934 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 9, 2024

Total Value ($000): $1,778,504 (100.0% shares, 0.0% debt)

Holdings (401)

BND VANGUARD BD INDEX FDS 20.1%
Value ($000) $357,794 Shares 4,965,916 Est. Cost $72.84 Unrealized
VUG VANGUARD INDEX FDS 18.1%
Value ($000) $321,253 Shares 858,940 Est. Cost $334.02 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 17.2%
Value ($000) $305,649 Shares 5,212,296 Est. Cost $54.02 Unrealized
VTV VANGUARD INDEX FDS 17.0%
Value ($000) $302,499 Shares 1,885,784 Est. Cost $144.83 Unrealized
QQQ INVESCO QQQ TR 9.1%
Value ($000) $162,111 Shares 395,588 Est. Cost $409.80 Unrealized
VO VANGUARD INDEX FDS 4.4%
Value ($000) $78,003 Shares 322,192 Est. Cost $220.21 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.5%
Value ($000) $43,634 Shares 265,605 Est. Cost $160.84 Unrealized
TDG TRANSDIGM GROUP INC 2.1%
Value ($000) $37,810 Shares 29,594 Est. Cost $802.78 Unrealized +41.5%
VB VANGUARD INDEX FDS 1.5%
Value ($000) $27,085 Shares 124,194 Est. Cost $190.74 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $21,352 Shares 267,133 Est. Cost $81.24 Unrealized
BSV VANGUARD BD INDEX FDS 1.2%
Value ($000) $21,239 Shares 276,915 Est. Cost $76.45 Unrealized
HYG ISHARES TR 1.2%
Value ($000) $21,042 Shares 272,773 Est. Cost $75.76 Unrealized
VTI VANGUARD INDEX FDS 1.2%
Value ($000) $20,625 Shares 76,826 Est. Cost $204.95 Unrealized
IVV ISHARES TR 1.0%
Value ($000) $17,206 Shares 31,443 Est. Cost $407.34 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $4,982 Shares 64,735 Est. Cost $66.66 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $4,651 Shares 16,739 Est. Cost $171.83 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $4,304 Shares 20,437 Est. Cost $152.58 Unrealized +21.3%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $2,411 Shares 16,027 Est. Cost $129.51 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $1,928 Shares 32,945 Est. Cost $94.69 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $1,603 Shares 3,586 Est. Cost $245.78 Unrealized +69.8%
IWF ISHARES TR 0.1%
Value ($000) $1,181 Shares 3,241 Est. Cost $219.95 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $1,026 Shares 8,477 Est. Cost $117.87 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $895 Shares 18,834 Est. Cost $44.85 Unrealized +1.0%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $724 Shares 1,442 Est. Cost $266.48 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $597 Shares 1,468 Est. Cost $328.98 Unrealized +24.2%
IJR ISHARES TR 0.0%
Value ($000) $532 Shares 4,985 Est. Cost $96.70 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $511 Shares 2,645 Est. Cost $178.64 Unrealized +2.8%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $488 Shares 23,160 Est. Cost $20.89 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $485 Shares 6,187 Est. Cost $65.82 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $468 Shares 517 Est. Cost $551.39 Unrealized +43.4%
IEFA ISHARES TR 0.0%
Value ($000) $434 Shares 5,975 Est. Cost $71.70 Unrealized
CBZ CBIZ INC 0.0%
Value ($000) $399 Shares 5,389 Est. Cost $48.17 Unrealized +56.9%
GOOGL ALPHABET INC 0.0%
Value ($000) $386 Shares 2,118 Est. Cost $134.32 Unrealized +24.6%
SDY SPDR SER TR 0.0%
Value ($000) $381 Shares 2,992 Est. Cost $123.71 Unrealized
SPYX SPDR SER TR 0.0%
Value ($000) $374 Shares 8,381 Est. Cost $34.73 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $369 Shares 942 Est. Cost $333.48 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $359 Shares 224 Est. Cost $121.22 Unrealized +13.6%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $324 Shares 593 Est. Cost $430.08 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $293 Shares 527 Est. Cost $484.22 Unrealized 0.0%
UHAL/B U HAUL HOLDING COMPANY 0.0%
Value ($000) $270 Shares 4,500 Est. Cost $56.73 Unrealized +10.9%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $259 Shares 2,100 Est. Cost $99.39 Unrealized +1.7%
ETN EATON CORP PLC 0.0%
Value ($000) $249 Shares 795 Est. Cost $267.60 Unrealized +18.6%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $245 Shares 2,887 Est. Cost $88.36 Unrealized
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $237 Shares 1,170 Est. Cost $173.61 Unrealized +9.0%
WMT WALMART INC 0.0%
Value ($000) $233 Shares 3,443 Est. Cost $56.04 Unrealized +10.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $221 Shares 434 Est. Cost $488.97 Unrealized -3.2%
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $220 Shares 4,534 Est. Cost $47.82 Unrealized
PKBK PARKE BANCORP INC 0.0%
Value ($000) $219 Shares 12,567 Est. Cost $17.74 Unrealized -13.6%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $213 Shares 10,416 Est. Cost $20.45 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $175 Shares 1,116 Est. Cost $139.01 Unrealized +6.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $163 Shares 2,807 Est. Cost $61.23 Unrealized +3.6%
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $156 Shares 4,110 Est. Cost $37.95 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $152 Shares 710 Est. Cost $180.75 Unrealized +1.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $150 Shares 3,640 Est. Cost $35.93 Unrealized +1.5%
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $146 Shares 3,072 Est. Cost $44.05 Unrealized +4.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $141 Shares 3,226 Est. Cost $41.77 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $137 Shares 796 Est. Cost $161.99 Unrealized -3.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $133 Shares 1,730 Est. Cost $64.30 Unrealized +13.8%
EMXC ISHARES INC 0.0%
Value ($000) $130 Shares 2,189 Est. Cost $57.58 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value ($000) $125 Shares 974 Est. Cost $131.70 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $121 Shares 142 Est. Cost $706.75 Unrealized +9.5%
IUSV ISHARES TR 0.0%
Value ($000) $120 Shares 1,364 Est. Cost $90.44 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $119 Shares 270 Est. Cost $452.59 Unrealized -0.2%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $118 Shares 1,824 Est. Cost $64.46 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $112 Shares 105 Est. Cost $973.90 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $110 Shares 804 Est. Cost $137.30 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $109 Shares 429 Est. Cost $278.01 Unrealized -8.3%
KMPR KEMPER CORP 0.0%
Value ($000) $107 Shares 1,805 Est. Cost $57.37 Unrealized +2.3%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $98 Shares 1,454 Est. Cost $67.30 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $97 Shares 282 Est. Cost $348.54 Unrealized -6.0%
SAP SAP SE 0.0%
Value ($000) $97 Shares 480 Est. Cost $195.03 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $91 Shares 382 Est. Cost $247.64 Unrealized -4.4%
SMLF ISHARES TR 0.0%
Value ($000) $86 Shares 1,398 Est. Cost $63.58 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $85 Shares 525 Est. Cost $174.81 Unrealized -8.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $80 Shares 802 Est. Cost $102.38 Unrealized +3.1%
KO COCA COLA CO 0.0%
Value ($000) $79 Shares 1,229 Est. Cost $56.70 Unrealized +3.9%
META META PLATFORMS INC 0.0%
Value ($000) $79 Shares 156 Est. Cost $471.75 Unrealized +2.5%
BAC BANK AMERICA CORP 0.0%
Value ($000) $78 Shares 1,971 Est. Cost $33.85 Unrealized +8.8%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $78 Shares 400 Est. Cost $173.59 Unrealized +6.7%
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value ($000) $77 Shares 3,470 Est. Cost $22.07 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $76 Shares 3,961 Est. Cost $19.29 Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $76 Shares 3,966 Est. Cost $19.21 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $76 Shares 660 Est. Cost $99.67 Unrealized +10.5%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $75 Shares 1,017 Est. Cost $68.48 Unrealized +7.6%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $72 Shares 1,062 Est. Cost $56.90 Unrealized +9.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $69 Shares 211 Est. Cost $267.07 Unrealized +17.5%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $69 Shares 1,245 Est. Cost $55.13 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $68 Shares 346 Est. Cost $182.93 Unrealized -4.5%
PRFZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $68 Shares 1,790 Est. Cost $38.14 Unrealized
RTX RTX CORPORATION 0.0%
Value ($000) $68 Shares 679 Est. Cost $86.83 Unrealized +15.3%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $68 Shares 1,129 Est. Cost $60.30 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $68 Shares 411 Est. Cost $157.27 Unrealized +3.2%
ORCL ORACLE CORP 0.0%
Value ($000) $67 Shares 472 Est. Cost $112.35 Unrealized +8.9%
SCZ ISHARES TR 0.0%
Value ($000) $66 Shares 1,074 Est. Cost $63.33 Unrealized
BSJO INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $63 Shares 2,768 Est. Cost $22.73 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $61 Shares 577 Est. Cost $107.59 Unrealized
ITOT ISHARES TR 0.0%
Value ($000) $59 Shares 500 Est. Cost $115.30 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $59 Shares 276 Est. Cost $206.60 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $57 Shares 326 Est. Cost $158.15 Unrealized +3.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $54 Shares 738 Est. Cost $57.62 Unrealized +17.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $53 Shares 1,361 Est. Cost $40.63 Unrealized -8.6%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $52 Shares 333 Est. Cost $135.69 Unrealized +13.1%
BIL SPDR SER TR 0.0%
Value ($000) $52 Shares 565 Est. Cost $91.87 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $50 Shares 345 Est. Cost $150.24 Unrealized -5.9%
CSX CSX CORP 0.0%
Value ($000) $50 Shares 1,483 Est. Cost $35.47 Unrealized -6.6%
CME CME GROUP INC 0.0%
Value ($000) $49 Shares 250 Est. Cost $197.23 Unrealized -1.1%
BGRN ISHARES TR 0.0%
Value ($000) $48 Shares 1,036 Est. Cost $46.91 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $48 Shares 58 Est. Cost $631.89 Unrealized +15.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $46 Shares 200 Est. Cost $202.90 Unrealized +12.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $46 Shares 694 Est. Cost $68.90 Unrealized -5.4%
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $45 Shares 248 Est. Cost $191.88 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $45 Shares 320 Est. Cost $134.98 Unrealized +3.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $42 Shares 90 Est. Cost $415.91 Unrealized +6.2%
DE DEERE & CO 0.0%
Value ($000) $40 Shares 105 Est. Cost $372.54 Unrealized +2.1%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $39 Shares 156 Est. Cost $260.72 Unrealized
SMMD ISHARES TR 0.0%
Value ($000) $38 Shares 607 Est. Cost $65.63 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $38 Shares 208 Est. Cost $182.61 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $38 Shares 794 Est. Cost $47.61 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $37 Shares 200 Est. Cost $143.27 Unrealized +17.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $35 Shares 177 Est. Cost $148.53 Unrealized +22.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $34 Shares 174 Est. Cost $186.13 Unrealized -5.3%
AFL AFLAC INC 0.0%
Value ($000) $33 Shares 373 Est. Cost $78.75 Unrealized +5.5%
LOW LOWES COS INC 0.0%
Value ($000) $33 Shares 151 Est. Cost $222.03 Unrealized -0.3%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $33 Shares 242 Est. Cost $120.44 Unrealized +6.2%
ENSG ENSIGN GROUP INC 0.0%
Value ($000) $32 Shares 262 Est. Cost $119.50 Unrealized -0.5%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $32 Shares 862 Est. Cost $36.26 Unrealized +2.3%
UHAL U HAUL HOLDING COMPANY 0.0%
Value ($000) $31 Shares 500 Est. Cost $66.10 Unrealized -1.5%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $30 Shares 55 Est. Cost $539.98 Unrealized +6.6%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $29 Shares 112 Est. Cost $236.41 Unrealized +3.4%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $29 Shares 119 Est. Cost $237.69 Unrealized -0.7%
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $23.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $27 Shares 49 Est. Cost $557.71 Unrealized +2.2%
HUBS HUBSPOT INC 0.0%
Value ($000) $27 Shares 46 Est. Cost $600.96 Unrealized +2.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $27 Shares 49 Est. Cost $561.53 Unrealized
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $26 Shares 307 Est. Cost $72.25 Unrealized +14.8%
HLNE HAMILTON LANE INC 0.0%
Value ($000) $26 Shares 212 Est. Cost $112.92 Unrealized +3.5%
V VISA INC 0.0%
Value ($000) $26 Shares 100 Est. Cost $272.36 Unrealized -0.6%
RWO SPDR INDEX SHS FDS 0.0%
Value ($000) $26 Shares 630 Est. Cost $42.13 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $24 Shares 55 Est. Cost $377.87 Unrealized +5.4%
ALL ALLSTATE CORP 0.0%
Value ($000) $24 Shares 151 Est. Cost $151.93 Unrealized +6.3%
OLED UNIVERSAL DISPLAY CORP 0.0%
Value ($000) $24 Shares 113 Est. Cost $170.29 Unrealized +1.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $24 Shares 79 Est. Cost $313.46 Unrealized -2.7%
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $23 Shares 284 Est. Cost $60.68 Unrealized +19.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $23 Shares 97 Est. Cost $234.26 Unrealized +1.0%
ABT ABBOTT LABS 0.0%
Value ($000) $23 Shares 221 Est. Cost $110.78 Unrealized -7.1%
SXI STANDEX INTL CORP 0.0%
Value ($000) $23 Shares 142 Est. Cost $161.53 Unrealized +4.7%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $23 Shares 196 Est. Cost $109.59 Unrealized +2.3%
CRAI CRA INTL INC 0.0%
Value ($000) $23 Shares 132 Est. Cost $116.18 Unrealized +37.0%
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $23 Shares 110 Est. Cost $34.64 Unrealized +17.7%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $22 Shares 39 Est. Cost $524.33 Unrealized
WING WINGSTOP INC 0.0%
Value ($000) $22 Shares 53 Est. Cost $311.10 Unrealized +23.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $22 Shares 129 Est. Cost $172.56 Unrealized -3.9%
SHY ISHARES TR 0.0%
Value ($000) $22 Shares 273 Est. Cost $81.71 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $22 Shares 176 Est. Cost $110.37 Unrealized +10.6%
AGM FEDERAL AGRIC MTG CORP 0.0%
Value ($000) $22 Shares 122 Est. Cost $175.11 Unrealized -2.2%
SO SOUTHERN CO 0.0%
Value ($000) $22 Shares 284 Est. Cost $64.75 Unrealized +10.9%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $22 Shares 300 Est. Cost $71.78 Unrealized -3.2%
NJR NEW JERSEY RES CORP 0.0%
Value ($000) $22 Shares 505 Est. Cost $39.07 Unrealized +3.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $22 Shares 111 Est. Cost $157.89 Unrealized +11.6%
UTZ UTZ BRANDS INC 0.0%
Value ($000) $21 Shares 1,258 Est. Cost $17.80 Unrealized +1.1%
SNY SANOFI 0.0%
Value ($000) $21 Shares 430 Est. Cost $48.60 Unrealized
PKST PEAKSTONE REALTY TRUST 0.0%
Value ($000) $21 Shares 1,917 Est. Cost $16.36 Unrealized
NOG NORTHERN OIL & GAS INC 0.0%
Value ($000) $20 Shares 540 Est. Cost $35.45 Unrealized +13.1%
SCVL SHOE CARNIVAL INC 0.0%
Value ($000) $20 Shares 547 Est. Cost $29.61 Unrealized +20.0%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $20 Shares 120 Est. Cost $143.84 Unrealized +12.6%
IVT INVENTRUST PPTYS CORP 0.0%
Value ($000) $20 Shares 806 Est. Cost $25.93 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $20 Shares 161 Est. Cost $115.77 Unrealized +5.1%
VMI VALMONT INDS INC 0.0%
Value ($000) $20 Shares 72 Est. Cost $223.81 Unrealized +8.9%
AL AIR LEASE CORP 0.0%
Value ($000) $19 Shares 405 Est. Cost $41.38 Unrealized +14.2%
CASY CASEYS GEN STORES INC 0.0%
Value ($000) $19 Shares 50 Est. Cost $289.31 Unrealized +14.4%
LKFN LAKELAND FINL CORP 0.0%
Value ($000) $19 Shares 308 Est. Cost $60.54 Unrealized -5.0%
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $19 Shares 789 Est. Cost $23.80 Unrealized -0.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 84 Est. Cost $202.26 Unrealized +3.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $19 Shares 173 Est. Cost $117.75 Unrealized -9.8%
IPAR INTER PARFUMS INC 0.0%
Value ($000) $19 Shares 162 Est. Cost $141.62 Unrealized -14.2%
CIVI CIVITAS RESOURCES INC 0.0%
Value ($000) $19 Shares 270 Est. Cost $58.10 Unrealized +10.4%
HSY HERSHEY CO 0.0%
Value ($000) $18 Shares 100 Est. Cost $182.08 Unrealized +1.0%
UMH UMH PPTYS INC 0.0%
Value ($000) $18 Shares 1,149 Est. Cost $16.21 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $18 Shares 71 Est. Cost $232.50 Unrealized +4.3%
MTRN MATERION CORP 0.0%
Value ($000) $18 Shares 169 Est. Cost $126.70 Unrealized -9.3%
CBT CABOT CORP 0.0%
Value ($000) $18 Shares 199 Est. Cost $78.20 Unrealized +19.7%
O REALTY INCOME CORP 0.0%
Value ($000) $18 Shares 346 Est. Cost $48.62 Unrealized +0.0%
USPH U S PHYSICAL THERAPY 0.0%
Value ($000) $18 Shares 192 Est. Cost $99.84 Unrealized +1.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $18 Shares 161 Est. Cost $99.38 Unrealized +8.1%
CNS COHEN & STEERS INC 0.0%
Value ($000) $18 Shares 244 Est. Cost $67.30 Unrealized +0.6%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 184 Est. Cost $88.00 Unrealized +4.0%
CHE CHEMED CORP NEW 0.0%
Value ($000) $17 Shares 32 Est. Cost $603.01 Unrealized -5.7%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $17 Shares 509 Est. Cost $36.06 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $17 Shares 50 Est. Cost $330.34 Unrealized +0.9%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $17 Shares 92 Est. Cost $191.71 Unrealized
TNL TRAVEL PLUS LEISURE CO 0.0%
Value ($000) $17 Shares 373 Est. Cost $39.37 Unrealized +6.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $17 Shares 80 Est. Cost $170.60 Unrealized +13.0%
TRNO TERRENO RLTY CORP 0.0%
Value ($000) $16 Shares 276 Est. Cost $66.85 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $16 Shares 64 Est. Cost $240.27 Unrealized +3.0%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $16 Shares 233 Est. Cost $72.52 Unrealized -3.6%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $16 Shares 42 Est. Cost $450.46 Unrealized -10.1%
HMC HONDA MOTOR LTD 0.0%
Value ($000) $16 Shares 500 Est. Cost $37.23 Unrealized
CGNX COGNEX CORP 0.0%
Value ($000) $16 Shares 340 Est. Cost $38.33 Unrealized +13.2%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $16 Shares 93 Est. Cost $196.24 Unrealized -5.8%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $16 Shares 650 Est. Cost $23.45 Unrealized -5.7%
SSTK SHUTTERSTOCK INC 0.0%
Value ($000) $16 Shares 404 Est. Cost $46.52 Unrealized -12.6%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $16 Shares 352 Est. Cost $49.62 Unrealized -8.9%
CSGP COSTAR GROUP INC 0.0%
Value ($000) $16 Shares 210 Est. Cost $86.08 Unrealized -1.6%
NXST NEXSTAR MEDIA GROUP INC 0.0%
Value ($000) $15 Shares 92 Est. Cost $154.37 Unrealized -2.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $15 Shares 321 Est. Cost $47.83 Unrealized -3.9%
CNXC CONCENTRIX CORP 0.0%
Value ($000) $15 Shares 241 Est. Cost $74.15 Unrealized -22.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $15 Shares 311 Est. Cost $39.40 Unrealized +25.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $15 Shares 255 Est. Cost $70.82 Unrealized -17.4%
EXC EXELON CORP 0.0%
Value ($000) $15 Shares 434 Est. Cost $33.22 Unrealized +4.6%
DISCOVER FINL SVCS 0.0%
Value ($000) $15 Shares 114 Est. Cost $131.09 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value ($000) $15 Shares 238 Est. Cost $70.96 Unrealized -5.5%
NXRT NEXPOINT RESIDENTIAL TR INC 0.0%
Value ($000) $15 Shares 375 Est. Cost $32.20 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $15 Shares 108 Est. Cost $136.41 Unrealized -4.7%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $15 Shares 48 Est. Cost $354.76 Unrealized -15.6%
DHI D R HORTON INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $147.13 Unrealized -1.8%
DHS WISDOMTREE TR 0.0%
Value ($000) $14 Shares 167 Est. Cost $86.66 Unrealized
BC BRUNSWICK CORP 0.0%
Value ($000) $14 Shares 194 Est. Cost $83.80 Unrealized -6.5%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $14 Shares 86 Est. Cost $149.95 Unrealized +4.8%
KFRC KFORCE INC 0.0%
Value ($000) $14 Shares 225 Est. Cost $68.41 Unrealized -7.2%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $14 Shares 130 Est. Cost $98.93 Unrealized +4.3%
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $14 Shares 124 Est. Cost $116.18 Unrealized +0.0%
SRPT SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $14 Shares 87 Est. Cost $122.50 Unrealized +4.9%
PSMT PRICESMART INC 0.0%
Value ($000) $14 Shares 168 Est. Cost $77.75 Unrealized +3.1%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $14 Shares 1,829 Est. Cost $8.08 Unrealized -0.8%
NKE NIKE INC 0.0%
Value ($000) $14 Shares 180 Est. Cost $97.82 Unrealized -8.3%
CE CELANESE CORP DEL 0.0%
Value ($000) $14 Shares 100 Est. Cost $149.27 Unrealized +0.9%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $7.58 Unrealized
PRGO PERRIGO CO PLC 0.0%
Value ($000) $13 Shares 522 Est. Cost $31.53 Unrealized -6.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $13 Shares 30 Est. Cost $427.27 Unrealized -0.8%
KLIC KULICKE & SOFFA INDS INC 0.0%
Value ($000) $13 Shares 270 Est. Cost $48.13 Unrealized -5.6%
CCOI COGENT COMMUNICATIONS HLDGS 0.0%
Value ($000) $13 Shares 234 Est. Cost $64.78 Unrealized -16.7%
XYZ BLOCK INC 0.0%
Value ($000) $13 Shares 204 Est. Cost $71.35 Unrealized -2.0%
SPTS SPDR SER TR 0.0%
Value ($000) $13 Shares 453 Est. Cost $28.87 Unrealized
STVN STEVANATO GROUP S P A 0.0%
Value ($000) $13 Shares 706 Est. Cost $30.27 Unrealized -23.5%
AESI ATLAS ENERGY SOLUTIONS INC 0.0%
Value ($000) $13 Shares 649 Est. Cost $19.02 Unrealized +8.3%
T AT&T INC 0.0%
Value ($000) $13 Shares 676 Est. Cost $15.62 Unrealized +3.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $13 Shares 685 Est. Cost $15.70 Unrealized -1.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $13 Shares 171 Est. Cost $64.26 Unrealized +12.6%
ST SENSATA TECHNOLOGIES HLDG PL 0.0%
Value ($000) $13 Shares 336 Est. Cost $38.52 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $12 Shares 250 Est. Cost $42.64 Unrealized +10.5%
PLD PROLOGIS INC. 0.0%
Value ($000) $12 Shares 109 Est. Cost $122.33 Unrealized -14.6%
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $12 Shares 71 Est. Cost $167.26 Unrealized -4.8%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $12 Shares 51 Est. Cost $226.24 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $11 Shares 15 Est. Cost $807.48 Unrealized -9.3%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value ($000) $11 Shares 146 Est. Cost $65.94 Unrealized +14.1%
NSSC NAPCO SEC TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 206 Est. Cost $42.60 Unrealized +4.9%
BSJP INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 463 Est. Cost $22.93 Unrealized
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $11 Shares 934 Est. Cost $11.83 Unrealized -10.3%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 454 Est. Cost $23.20 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $10 Shares 368 Est. Cost $24.65 Unrealized +0.5%
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $10 Shares 461 Est. Cost $22.25 Unrealized
NSP INSPERITY INC 0.0%
Value ($000) $10 Shares 108 Est. Cost $99.25 Unrealized -4.2%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $10 Shares 280 Est. Cost $29.55 Unrealized +7.1%
PICK ISHARES INC 0.0%
Value ($000) $10 Shares 237 Est. Cost $41.77 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 234 Est. Cost $41.11 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $10 Shares 264 Est. Cost $32.80 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $9 Shares 755 Est. Cost $10.76 Unrealized +3.5%
WINA WINMARK CORP 0.0%
Value ($000) $9 Shares 26 Est. Cost $364.81 Unrealized -2.2%
SPYM SPDR SER TR 0.0%
Value ($000) $9 Shares 140 Est. Cost $64.00 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $9 Shares 97 Est. Cost $85.38 Unrealized +7.5%
RFV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 79 Est. Cost $119.86 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $9 Shares 223 Est. Cost $39.02 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $9 Shares 76 Est. Cost $111.18 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $9 Shares 170 Est. Cost $50.21 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 228 Est. Cost $36.68 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $8 Shares 107 Est. Cost $88.61 Unrealized -11.9%
FSV FIRSTSERVICE CORP NEW 0.0%
Value ($000) $8 Shares 54 Est. Cost $149.45 Unrealized 0.0%
SPTI SPDR SER TR 0.0%
Value ($000) $8 Shares 289 Est. Cost $28.02 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $8 Shares 44 Est. Cost $182.41 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $8 Shares 101 Est. Cost $80.63 Unrealized -3.2%
SLYG SPDR SER TR 0.0%
Value ($000) $8 Shares 93 Est. Cost $87.23 Unrealized
IRMD IRADIMED CORP 0.0%
Value ($000) $8 Shares 177 Est. Cost $43.09 Unrealized -3.6%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 87 Est. Cost $85.66 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $7 Shares 184 Est. Cost $33.64 Unrealized +3.9%
CABO CABLE ONE INC 0.0%
Value ($000) $7 Shares 20 Est. Cost $474.33 Unrealized -21.8%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 85 Est. Cost $88.52 Unrealized
SRE SEMPRA 0.0%
Value ($000) $7 Shares 91 Est. Cost $67.33 Unrealized +4.0%
RFG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 142 Est. Cost $50.72 Unrealized
RZV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 66 Est. Cost $107.73 Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $7 Shares 68 Est. Cost $64.24 Unrealized
RZG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $6 Shares 132 Est. Cost $48.66 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $6 Shares 39 Est. Cost $116.41 Unrealized +35.7%
GM GENERAL MTRS CO 0.0%
Value ($000) $6 Shares 131 Est. Cost $38.00 Unrealized +16.8%
NET CLOUDFLARE INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $80.68 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $6 Shares 443 Est. Cost $10.45 Unrealized 0.0%
SNAP SNAP INC 0.0%
Value ($000) $6 Shares 352 Est. Cost $14.21 Unrealized +0.9%
WSFS WSFS FINL CORP 0.0%
Value ($000) $6 Shares 123 Est. Cost $43.52 Unrealized +1.7%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $6 Shares 25 Est. Cost $153.74 Unrealized +41.8%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $147.69 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $5 Shares 77 Est. Cost $55.40 Unrealized +22.0%
WH WYNDHAM HOTELS & RESORTS INC 0.0%
Value ($000) $5 Shares 73 Est. Cost $72.04 Unrealized 0.0%
VFH VANGUARD WORLD FD 0.0%
Value ($000) $5 Shares 53 Est. Cost $102.40 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $5 Shares 324 Est. Cost $21.39 Unrealized 0.0%
TWLO TWILIO INC 0.0%
Value ($000) $5 Shares 90 Est. Cost $65.86 Unrealized -10.4%
BX BLACKSTONE INC 0.0%
Value ($000) $5 Shares 41 Est. Cost $117.83 Unrealized 0.0%
GDX VANECK ETF TRUST 0.0%
Value ($000) $5 Shares 146 Est. Cost $31.68 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $177.98 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $5 Shares 107 Est. Cost $41.80 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 32 Est. Cost $145.75 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 51 Est. Cost $91.16 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $4 Shares 44 Est. Cost $116.70 Unrealized
MDB MONGODB INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $315.84 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $4 Shares 19 Est. Cost $230.10 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $4 Shares 86 Est. Cost $50.33 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 159 Est. Cost $22.52 Unrealized 0.0%
SHM SPDR SER TR 0.0%
Value ($000) $4 Shares 82 Est. Cost $47.35 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value ($000) $4 Shares 67 Est. Cost $46.89 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $4 Shares 352 Est. Cost $11.04 Unrealized -7.2%
SLVP ISHARES INC 0.0%
Value ($000) $4 Shares 316 Est. Cost $10.18 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $4 Shares 37 Est. Cost $115.13 Unrealized 0.0%
POWR ISHARES INC 0.0%
Value ($000) $3 Shares 133 Est. Cost $26.44 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $3 Shares 35 Est. Cost $90.22 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $62.46 Unrealized 0.0%
Z ZILLOW GROUP INC 0.0%
Value ($000) $3 Shares 71 Est. Cost $44.00 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $3 Shares 30 Est. Cost $107.40 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $35.70 Unrealized +9.6%
SLV ISHARES SILVER TR 0.0%
Value ($000) $3 Shares 117 Est. Cost $22.75 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $3 Shares 22 Est. Cost $137.53 Unrealized +3.0%
IGSB ISHARES TR 0.0%
Value ($000) $3 Shares 59 Est. Cost $51.60 Unrealized
RKT ROCKET COS INC 0.0%
Value ($000) $3 Shares 219 Est. Cost $12.79 Unrealized 0.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $3 Shares 24 Est. Cost $121.88 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $112.18 Unrealized 0.0%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $3 Shares 136 Est. Cost $16.99 Unrealized +5.4%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $89.83 Unrealized +39.4%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $84.95 Unrealized +7.5%
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $2 Shares 117 Est. Cost $21.10 Unrealized
CDW CDW CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $231.59 Unrealized -2.1%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 28 Est. Cost $76.57 Unrealized
IEMG ISHARES INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $53.04 Unrealized
MET METLIFE INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.02 Unrealized +3.2%
RBLX ROBLOX CORP 0.0%
Value ($000) $2 Shares 57 Est. Cost $35.60 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 2 Est. Cost $945.64 Unrealized +1.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.90 Unrealized +7.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $116.47 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $81.45 Unrealized +13.8%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $2 Shares 17 Est. Cost $108.07 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $2 Shares 102 Est. Cost $20.78 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $293.39 Unrealized -5.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $31.56 Unrealized +2.6%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $2 Shares 45 Est. Cost $38.40 Unrealized
BRSL INTERNATIONAL GAME TECHNOLOG 0.0%
Value ($000) $2 Shares 82 Est. Cost $19.09 Unrealized -17.4%
OKTA OKTA INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $94.67 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $158.10 Unrealized 0.0%
UGI UGI CORP NEW 0.0%
Value ($000) $2 Shares 66 Est. Cost $24.02 Unrealized +0.9%
PBI PITNEY BOWES INC 0.0%
Value ($000) $1 Shares 295 Est. Cost $4.12 Unrealized +15.8%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $1 Shares 27 Est. Cost $48.34 Unrealized 0.0%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $20.98 Unrealized +9.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $71.99 Unrealized -12.3%
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 19 Est. Cost $72.06 Unrealized 0.0%
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $126.55 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $1 Shares 30 Est. Cost $46.17 Unrealized -11.2%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1 Shares 5 Est. Cost $241.47 Unrealized +3.6%
KOMP SPDR SER TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $48.83 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $17.27 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $1 Shares 20 Est. Cost $61.95 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $18.84 Unrealized -3.5%
KSS KOHLS CORP 0.0%
Value ($000) $1 Shares 51 Est. Cost $26.72 Unrealized -9.6%
EWJ ISHARES INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $68.24 Unrealized
VPLS VANGUARD MALVERN FDS 0.0%
Value ($000) $1 Shares 15 Est. Cost $76.73 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $1 Shares 17 Est. Cost $66.76 Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1 Shares 40 Est. Cost $31.86 Unrealized -7.7%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $1 Shares 137 Est. Cost $9.07 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1 Shares 15 Est. Cost $72.27 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1 Shares 32 Est. Cost $32.79 Unrealized -0.8%
EINC VANECK ETF TRUST 0.0%
Value ($000) $1 Shares 12 Est. Cost $77.33 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $136.60 Unrealized -7.1%
NOBL PROSHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $101.80 Unrealized
GAL SSGA ACTIVE ETF TR 0.0%
Value ($000) $1 Shares 22 Est. Cost $43.00 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $1 Shares 6 Est. Cost $141.32 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $1 Shares 12 Est. Cost $82.96 Unrealized -1.9%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $1 Shares 13 Est. Cost $70.16 Unrealized 0.0%
XJH ISHARES TR 0.0%
Value ($000) $1 Shares 22 Est. Cost $41.09 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 9 Est. Cost $88.33 Unrealized
XES SPDR SER TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $96.00 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $1 Shares 11 Est. Cost $68.18 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $1 Shares 7 Est. Cost $96.14 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $21.27 Unrealized +12.7%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $1 Shares 230 Est. Cost $2.83 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $1 Shares 87 Est. Cost $7.20 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $140.32 Unrealized +43.9%
PENN PENN ENTERTAINMENT INC 0.0%
Value ($000) $1 Shares 30 Est. Cost $20.65 Unrealized -17.7%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $122.34 Unrealized 0.0%
KRE SPDR SER TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $50.30 Unrealized
KEY KEYCORP 0.0%
Value ($000) $0 Shares 34 Est. Cost $13.41 Unrealized 0.0%
KBE SPDR SER TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $47.10 Unrealized
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.02 Unrealized +39.7%
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $0 Shares 61 Est. Cost $7.15 Unrealized
IBIT ISHARES BITCOIN TR 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.50 Unrealized
WPRT WESTPORT FUEL SYSTEMS INC 0.0%
Value ($000) $0 Shares 60 Est. Cost $6.07 Unrealized -2.8%
DOLE DOLE PLC 0.0%
Value ($000) $0 Shares 26 Est. Cost $11.20 Unrealized +5.6%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $14.51 Unrealized -9.4%
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.62 Unrealized -9.7%
AOR ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.75 Unrealized
AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 65 Est. Cost $4.11 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $0 Shares 8 Est. Cost $20.25 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.23 Unrealized +15.4%
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $16.22 Unrealized 0.0%
INO INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $8.63 Unrealized +21.9%
BODI THE BEACHBODY COMPANY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.48 Unrealized -4.2%
BERRY CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $8.00 Unrealized
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.08 Unrealized