Capital Square, LLC Diversified Active

CIK: 0001798736 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $187,584 (100.0% shares, 0.0% debt)

Holdings (201)

PFF ISHARES TR PFD AND INCM SEC 6.8%
Value ($000) $12,736 Shares 408,075 Est. Cost $32.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 5.7%
Value ($000) $10,727 Shares 34,938 Est. Cost $262.49 Unrealized
AMZN AMAZON COM INCORPORATED 2.4%
Value ($000) $4,559 Shares 20,260 Est. Cost $126.37 Unrealized +56.6%
LLY ELI LILLY & COMPANY 2.4%
Value ($000) $4,518 Shares 5,697 Est. Cost $272.66 Unrealized +183.7%
MO ALTRIA GROUP INCORPORATED 2.0%
Value ($000) $3,718 Shares 64,330 Est. Cost $31.73 Unrealized +76.3%
HD HOME DEPOT INCORPORATED 1.7%
Value ($000) $3,205 Shares 8,660 Est. Cost $214.44 Unrealized +66.0%
CTRE CARETRUST REIT INCORPORATED REIT 1.7%
Value ($000) $3,200 Shares 104,141 Est. Cost $21.18 Unrealized
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 1.6%
Value ($000) $3,003 Shares 70,212 Est. Cost $41.13 Unrealized
RITM RITHM CAPITAL CORPORATION COM NEW REIT 1.6%
Value ($000) $2,920 Shares 250,025 Est. Cost $13.25 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.5%
Value ($000) $2,903 Shares 39,880 Est. Cost $72.79 Unrealized
O REALTY INCOME CORPORATION REIT 1.5%
Value ($000) $2,874 Shares 50,278 Est. Cost $53.59 Unrealized +1.6%
WPC WP CAREY INCORPORATED REIT 1.5%
Value ($000) $2,843 Shares 45,240 Est. Cost $72.19 Unrealized
AAPL APPLE INCORPORATED 1.4%
Value ($000) $2,671 Shares 12,647 Est. Cost $97.83 Unrealized +105.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.3%
Value ($000) $2,532 Shares 92,659 Est. Cost $43.09 Unrealized
FHN FIRST HORIZON CORPORATION 1.3%
Value ($000) $2,532 Shares 115,825 Est. Cost $13.16 Unrealized +42.1%
AMT AMERICAN TOWER CORPORATION NEW REIT 1.3%
Value ($000) $2,511 Shares 11,451 Est. Cost $205.75 Unrealized +2.2%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $2,397 Shares 14,536 Est. Cost $117.06 Unrealized +7.5%
SO SOUTHERN COMPANY 1.3%
Value ($000) $2,371 Shares 25,586 Est. Cost $54.17 Unrealized +62.4%
IMCG ISHARES TR MRGSTR MD CP GRW 1.2%
Value ($000) $2,266 Shares 28,251 Est. Cost $71.13 Unrealized
MSFT MICROSOFT CORPORATION 1.1%
Value ($000) $2,136 Shares 4,243 Est. Cost $283.63 Unrealized +52.4%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 1.1%
Value ($000) $2,010 Shares 22,163 Est. Cost $88.53 Unrealized
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 1.1%
Value ($000) $1,988 Shares 19,633 Est. Cost $110.53 Unrealized -14.9%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 1.0%
Value ($000) $1,925 Shares 43,726 Est. Cost $44.02 Unrealized
JPM JPMORGAN CHASE & COMPANY. 1.0%
Value ($000) $1,907 Shares 6,646 Est. Cost $116.89 Unrealized +116.1%
IVW ISHARES TR S&P 500 GRWT ETF 1.0%
Value ($000) $1,896 Shares 17,126 Est. Cost $87.62 Unrealized
IVV ISHARES TR CORE S&P500 ETF 1.0%
Value ($000) $1,837 Shares 2,931 Est. Cost $536.40 Unrealized
PCH POTLATCHDELTIC CORPORATION REIT 1.0%
Value ($000) $1,810 Shares 44,602 Est. Cost $49.20 Unrealized
IUSB ISHARES TR CORE TOTAL USD 1.0%
Value ($000) $1,798 Shares 39,322 Est. Cost $45.73 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.9%
Value ($000) $1,780 Shares 59,251 Est. Cost $30.05 Unrealized
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $1,773 Shares 15,361 Est. Cost $59.29 Unrealized +76.3%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $1,761 Shares 43,676 Est. Cost $39.53 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.9%
Value ($000) $1,716 Shares 10,926 Est. Cost $118.08 Unrealized +36.2%
SUI SUN CMNTYS INCORPORATED REIT 0.9%
Value ($000) $1,690 Shares 13,456 Est. Cost $143.07 Unrealized
PLD PROLOGIS INCORPORATED. REIT 0.9%
Value ($000) $1,683 Shares 15,412 Est. Cost $105.22 Unrealized -2.8%
FLXR TCW FLEXIBLE INCOME ETF 0.8%
Value ($000) $1,451 Shares 36,934 Est. Cost $39.24 Unrealized
NFLX NETFLIX INCORPORATED 0.8%
Value ($000) $1,419 Shares 1,140 Est. Cost $69.87 Unrealized +61.8%
ETN EATON CORPORATION PLC SHS 0.7%
Value ($000) $1,406 Shares 3,899 Est. Cost $347.11 Unrealized -11.6%
ELS EQUITY LIFESTYLE PPTYS INCORPORATED REIT 0.7%
Value ($000) $1,370 Shares 22,276 Est. Cost $67.61 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.7%
Value ($000) $1,332 Shares 1,987 Est. Cost $542.66 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.7%
Value ($000) $1,327 Shares 6,705 Est. Cost $189.54 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.7%
Value ($000) $1,307 Shares 5,832 Est. Cost $111.14 Unrealized +98.5%
CCI CROWN CASTLE INCORPORATED REIT 0.7%
Value ($000) $1,307 Shares 12,715 Est. Cost $142.01 Unrealized -31.0%
TLT ISHARES TR 20 YR TR BD ETF 0.7%
Value ($000) $1,286 Shares 14,989 Est. Cost $91.78 Unrealized
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.7%
Value ($000) $1,268 Shares 2,211 Est. Cost $503.75 Unrealized
WELL WELLTOWER INCORPORATED REIT 0.7%
Value ($000) $1,257 Shares 8,102 Est. Cost $122.87 Unrealized +20.4%
NSC NORFOLK SOUTHN CORPORATION 0.6%
Value ($000) $1,208 Shares 4,531 Est. Cost $179.27 Unrealized +30.0%
EXR EXTRA SPACE STORAGE INCORPORATED REIT 0.6%
Value ($000) $1,154 Shares 7,681 Est. Cost $129.31 Unrealized +8.9%
USIG ISHARES TR USD INV GRDE ETF 0.6%
Value ($000) $1,143 Shares 22,466 Est. Cost $52.30 Unrealized
DLR DIGITAL RLTY TR INCORPORATED REIT 0.6%
Value ($000) $1,137 Shares 6,749 Est. Cost $112.69 Unrealized +42.2%
MRK MERCK & COMPANY INCORPORATED 0.6%
Value ($000) $1,134 Shares 13,599 Est. Cost $74.88 Unrealized +3.4%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.6%
Value ($000) $1,122 Shares 24,830 Est. Cost $42.90 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.6%
Value ($000) $1,117 Shares 38,056 Est. Cost $42.82 Unrealized
USB US BANCORP DEL COM NEW 0.6%
Value ($000) $1,102 Shares 23,367 Est. Cost $34.83 Unrealized +17.0%
AMERICAN CENTURY QUALITY PREFERRED ETF 0.6%
Value ($000) $1,096 Shares 30,619 Est. Cost $37.57 Unrealized
CPT CAMDEN PROPERTY TR SH BEN INT REIT 0.6%
Value ($000) $1,076 Shares 9,458 Est. Cost $104.15 Unrealized +7.6%
IWP ISHARES TR RUS MD CP GR ETF 0.6%
Value ($000) $1,061 Shares 7,716 Est. Cost $114.23 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.6%
Value ($000) $1,051 Shares 4,108 Est. Cost $224.15 Unrealized
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.6%
Value ($000) $1,044 Shares 14,036 Est. Cost $80.40 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,022 Shares 6,515 Est. Cost $136.02 Unrealized +10.9%
TRNO TERRENO RLTY CORPORATION REIT 0.5%
Value ($000) $1,002 Shares 17,240 Est. Cost $58.17 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.5%
Value ($000) $987 Shares 1,017 Est. Cost $426.47 Unrealized +132.3%
GEV GE VERNOVA INCORPORATED 0.5%
Value ($000) $983 Shares 1,824 Est. Cost $347.14 Unrealized +19.8%
T AT&T INCORPORATED 0.5%
Value ($000) $968 Shares 35,892 Est. Cost $18.74 Unrealized +43.9%
IJT ISHARES TR S&P SML 600 GWT 0.5%
Value ($000) $903 Shares 6,643 Est. Cost $131.27 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.5%
Value ($000) $900 Shares 8,593 Est. Cost $113.09 Unrealized
LADR LADDER CAP CORPORATION CLASS A REIT 0.5%
Value ($000) $889 Shares 79,908 Est. Cost $14.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.5%
Value ($000) $850 Shares 1,786 Est. Cost $241.22 Unrealized +110.5%
CVX CHEVRON CORPORATION NEW 0.4%
Value ($000) $808 Shares 5,204 Est. Cost $110.67 Unrealized +23.8%
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.4%
Value ($000) $806 Shares 4,472 Est. Cost $132.67 Unrealized +23.1%
NNN NNN REIT INCORPORATED REIT 0.4%
Value ($000) $806 Shares 18,671 Est. Cost $41.93 Unrealized
COLD AMERICOLD REALTY TRUST INCORPORATED REIT 0.4%
Value ($000) $794 Shares 47,782 Est. Cost $30.07 Unrealized
INVH INVITATION HOMES INCORPORATED REIT 0.4%
Value ($000) $781 Shares 24,147 Est. Cost $30.97 Unrealized +5.2%
RTX RTX CORPORATION 0.4%
Value ($000) $775 Shares 5,280 Est. Cost $73.75 Unrealized +78.6%
FBND FIDELITY TOTAL BOND ETF 0.4%
Value ($000) $772 Shares 16,986 Est. Cost $46.69 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value ($000) $769 Shares 8,457 Est. Cost $85.73 Unrealized
BLV VANGUARD LONG-TERM BOND ETF 0.4%
Value ($000) $743 Shares 10,929 Est. Cost $74.83 Unrealized
WMT WALMART INCORPORATED 0.4%
Value ($000) $738 Shares 7,818 Est. Cost $57.05 Unrealized +66.1%
NOW SERVICENOW INCORPORATED 0.4%
Value ($000) $736 Shares 784 Est. Cost $76.78 Unrealized +145.7%
CCL CARNIVAL CORPORATION PAIRED CTF 0.4%
Value ($000) $731 Shares 25,516 Est. Cost $23.40 Unrealized -8.6%
LMT LOCKHEED MARTIN CORPORATION 0.4%
Value ($000) $712 Shares 1,524 Est. Cost $340.89 Unrealized +34.7%
ADC AGREE RLTY CORPORATION REIT 0.4%
Value ($000) $696 Shares 9,715 Est. Cost $69.97 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.4%
Value ($000) $692 Shares 2,153 Est. Cost $216.02 Unrealized +22.1%
CAT CATERPILLAR INCORPORATED 0.4%
Value ($000) $671 Shares 1,653 Est. Cost $191.55 Unrealized +72.7%
AVB AVALONBAY CMNTYS INCORPORATED REIT 0.3%
Value ($000) $643 Shares 3,183 Est. Cost $167.76 Unrealized +18.6%
KO COCA COLA COMPANY 0.3%
Value ($000) $633 Shares 9,055 Est. Cost $48.12 Unrealized +45.0%
NVO NOVO-NORDISK A S ADR 0.3%
Value ($000) $605 Shares 8,778 Est. Cost $68.93 Unrealized
META META PLATFORMS INCORPORATED CLASS A 0.3%
Value ($000) $605 Shares 843 Est. Cost $502.41 Unrealized +22.7%
C CITIGROUP INCORPORATED COM NEW 0.3%
Value ($000) $572 Shares 6,592 Est. Cost $44.34 Unrealized +60.6%
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $568 Shares 2,345 Est. Cost $242.45 Unrealized
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.3%
Value ($000) $560 Shares 4,767 Est. Cost $81.82 Unrealized +41.1%
GPC GENUINE PARTS COMPANY 0.3%
Value ($000) $553 Shares 4,442 Est. Cost $116.85 Unrealized +0.8%
NXRT NEXPOINT RESIDENTIAL TR INCORPORATED REIT 0.3%
Value ($000) $541 Shares 15,831 Est. Cost $41.52 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $540 Shares 12,969 Est. Cost $42.24 Unrealized -1.0%
FPI FARMLAND PARTNERS INCORPORATED REIT 0.3%
Value ($000) $528 Shares 47,645 Est. Cost $11.81 Unrealized
XLU SPDR UTILITIES SELECT SECTOR FUND 0.3%
Value ($000) $515 Shares 6,250 Est. Cost $68.86 Unrealized
CSR CENTERSPACE REIT 0.3%
Value ($000) $503 Shares 8,367 Est. Cost $68.78 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT 0.3%
Value ($000) $498 Shares 6,258 Est. Cost $108.53 Unrealized -34.8%
ADDYY ADIDAS AG ADR 0.3%
Value ($000) $487 Shares 3,999 Est. Cost $124.47 Unrealized
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $481 Shares 1,088 Est. Cost $383.32 Unrealized
AMH AMERICAN HOMES 4 RENT CLASS A REIT 0.3%
Value ($000) $476 Shares 13,304 Est. Cost $36.78 Unrealized
AZO AUTOZONE INCORPORATED 0.2%
Value ($000) $459 Shares 124 Est. Cost $3025.75 Unrealized +21.8%
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK REIT 0.2%
Value ($000) $457 Shares 12,660 Est. Cost $36.13 Unrealized
AAP ADVANCE AUTO PARTS INCORPORATED 0.2%
Value ($000) $455 Shares 7,265 Est. Cost $53.25 Unrealized -25.9%
BRT BRT APARTMENTS CORPORATION REIT 0.2%
Value ($000) $454 Shares 29,040 Est. Cost $18.59 Unrealized
AVGO BROADCOM INCORPORATED 0.2%
Value ($000) $453 Shares 1,652 Est. Cost $144.78 Unrealized +49.1%
OEF ISHARES TR S&P 100 ETF 0.2%
Value ($000) $451 Shares 1,469 Est. Cost $287.13 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.2%
Value ($000) $442 Shares 2,439 Est. Cost $111.85 Unrealized +47.4%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $441 Shares 4,821 Est. Cost $91.54 Unrealized
CHCT COMMUNITY HEALTHCARE TR INCORPORATED REIT 0.2%
Value ($000) $433 Shares 25,377 Est. Cost $18.71 Unrealized
EXC EXELON CORPORATION 0.2%
Value ($000) $422 Shares 9,701 Est. Cost $35.57 Unrealized +22.5%
MFA MFA FINL INCORPORATED REIT 0.2%
Value ($000) $414 Shares 44,195 Est. Cost $10.76 Unrealized
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.2%
Value ($000) $413 Shares 8,768 Est. Cost $44.46 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $412 Shares 3,116 Est. Cost $85.87 Unrealized +52.1%
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.2%
Value ($000) $409 Shares 3,071 Est. Cost $131.71 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.2%
Value ($000) $391 Shares 1,224 Est. Cost $166.57 Unrealized +67.7%
MCD MCDONALDS CORPORATION 0.2%
Value ($000) $388 Shares 1,292 Est. Cost $237.53 Unrealized +27.8%
NUVEEN MUN VALUE FD INCORPORATED 0.2%
Value ($000) $386 Shares 44,486 Est. Cost $9.02 Unrealized
BX BLACKSTONE INCORPORATED 0.2%
Value ($000) $386 Shares 2,381 Est. Cost $155.11 Unrealized -12.9%
GIS GENERAL MLS INCORPORATED 0.2%
Value ($000) $377 Shares 7,309 Est. Cost $53.64 Unrealized +0.3%
IWN ISHARES TR RUS 2000 VAL ETF 0.2%
Value ($000) $375 Shares 2,272 Est. Cost $158.92 Unrealized
XME SPDR S&P METALS & MINING ETF 0.2%
Value ($000) $373 Shares 5,098 Est. Cost $58.99 Unrealized
PFE PFIZER INCORPORATED 0.2%
Value ($000) $367 Shares 14,311 Est. Cost $27.33 Unrealized -18.2%
PSI Invesco Semiconductors ETF 0.2%
Value ($000) $359 Shares 5,812 Est. Cost $62.66 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.2%
Value ($000) $357 Shares 2,759 Est. Cost $111.19 Unrealized +18.5%
CRK COMSTOCK RES INCORPORATED 0.2%
Value ($000) $344 Shares 15,351 Est. Cost $10.71 Unrealized +112.6%
CI THE CIGNA GROUP 0.2%
Value ($000) $341 Shares 1,126 Est. Cost $241.57 Unrealized +31.6%
IJJ ISHARES TR S&P MC 400VL ETF 0.2%
Value ($000) $337 Shares 2,644 Est. Cost $118.29 Unrealized
IRM IRON MTN INCORPORATED DEL REIT 0.2%
Value ($000) $336 Shares 3,427 Est. Cost $92.83 Unrealized -1.0%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.2%
Value ($000) $324 Shares 6,518 Est. Cost $49.59 Unrealized
KR KROGER COMPANY 0.2%
Value ($000) $321 Shares 4,544 Est. Cost $37.67 Unrealized +81.0%
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $318 Shares 2,498 Est. Cost $105.52 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $314 Shares 504 Est. Cost $571.37 Unrealized
XSD SPDR S&P SEMICONDUCTOR ETF 0.2%
Value ($000) $312 Shares 1,177 Est. Cost $264.66 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.2%
Value ($000) $305 Shares 6,322 Est. Cost $44.24 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 0.2%
Value ($000) $304 Shares 4,811 Est. Cost $56.89 Unrealized
OXY OCCIDENTAL PETE CORPORATION 0.2%
Value ($000) $304 Shares 6,556 Est. Cost $49.13 Unrealized -16.2%
XLP SPDR CONSUMER STAPLES SELECT SECTOR FUND 0.2%
Value ($000) $303 Shares 3,754 Est. Cost $78.35 Unrealized
WFC WELLS FARGO COMPANY NEW 0.2%
Value ($000) $303 Shares 3,668 Est. Cost $46.17 Unrealized +54.1%
FCG FIRST TRUST NATURAL GAS ETF 0.2%
Value ($000) $301 Shares 12,567 Est. Cost $24.85 Unrealized
OKE ONEOK INCORPORATED NEW 0.2%
Value ($000) $300 Shares 3,687 Est. Cost $65.05 Unrealized +24.0%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $298 Shares 537 Est. Cost $514.16 Unrealized
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.2%
Value ($000) $295 Shares 2,409 Est. Cost $121.27 Unrealized
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.2%
Value ($000) $294 Shares 1,327 Est. Cost $228.92 Unrealized
RF REGIONS FINANCIAL CORPORATION NEW 0.2%
Value ($000) $293 Shares 11,874 Est. Cost $13.35 Unrealized +54.2%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $293 Shares 1,269 Est. Cost $160.80 Unrealized 0.0%
DG DOLLAR GENERAL CORPORATION NEW 0.2%
Value ($000) $293 Shares 2,585 Est. Cost $75.01 Unrealized +30.8%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.2%
Value ($000) $289 Shares 5,441 Est. Cost $52.45 Unrealized
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $283 Shares 1,986 Est. Cost $74.81 Unrealized +61.7%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.2%
Value ($000) $282 Shares 1,879 Est. Cost $141.10 Unrealized
LNT ALLIANT ENERGY CORPORATION 0.2%
Value ($000) $282 Shares 4,535 Est. Cost $55.34 Unrealized +8.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $279 Shares 2,921 Est. Cost $101.66 Unrealized -13.4%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.1%
Value ($000) $279 Shares 5,944 Est. Cost $48.81 Unrealized -3.3%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $273 Shares 1,747 Est. Cost $156.42 Unrealized
QIAGEN NV COM SHS 0.1%
Value ($000) $272 Shares 5,658 Est. Cost $40.15 Unrealized
TSLA TESLA INCORPORATED 0.1%
Value ($000) $270 Shares 860 Est. Cost $240.85 Unrealized +25.1%
CASY CASEYS GENERAL STORES INCORPORATED 0.1%
Value ($000) $268 Shares 518 Est. Cost $459.22 Unrealized 0.0%
UNM UNUM GROUP 0.1%
Value ($000) $266 Shares 3,328 Est. Cost $68.94 Unrealized +14.6%
ROL ROLLINS INCORPORATED 0.1%
Value ($000) $264 Shares 4,784 Est. Cost $37.88 Unrealized +47.0%
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $264 Shares 2,204 Est. Cost $88.36 Unrealized +16.4%
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.1%
Value ($000) $264 Shares 5,061 Est. Cost $50.75 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.1%
Value ($000) $264 Shares 1,145 Est. Cost $230.48 Unrealized
MAA MID-AMER APT CMNTYS INCORPORATED REIT 0.1%
Value ($000) $262 Shares 1,739 Est. Cost $137.47 Unrealized +10.9%
DGRO ISHARES TR CORE DIV GRWTH 0.1%
Value ($000) $260 Shares 4,008 Est. Cost $62.86 Unrealized
TFC TRUIST FINL CORPORATION 0.1%
Value ($000) $259 Shares 5,697 Est. Cost $28.22 Unrealized +34.7%
ABBV ABBVIE INCORPORATED 0.1%
Value ($000) $254 Shares 1,317 Est. Cost $178.45 Unrealized +2.4%
DFUS DIMENSIONAL U.S. EQUTIY MARKET ETF 0.1%
Value ($000) $253 Shares 3,741 Est. Cost $60.66 Unrealized
ALL ALLSTATE CORPORATION 0.1%
Value ($000) $247 Shares 1,276 Est. Cost $151.93 Unrealized +29.6%
PR PERMIAN RESOURCES CORPORATION CLASS A COM 0.1%
Value ($000) $245 Shares 17,298 Est. Cost $14.46 Unrealized -11.1%
WM WASTE MGMT INCORPORATED DEL 0.1%
Value ($000) $237 Shares 1,047 Est. Cost $211.11 Unrealized +8.8%
V VISA INCORPORATED COM CLASS A 0.1%
Value ($000) $227 Shares 651 Est. Cost $302.59 Unrealized +14.7%
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $223 Shares 3,277 Est. Cost $55.37 Unrealized +9.0%
QCOM QUALCOMM INCORPORATED 0.1%
Value ($000) $220 Shares 1,398 Est. Cost $145.02 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $219 Shares 2,441 Est. Cost $96.51 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.1%
Value ($000) $215 Shares 3,365 Est. Cost $56.11 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.1%
Value ($000) $211 Shares 11,817 Est. Cost $17.89 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $211 Shares 1,560 Est. Cost $133.07 Unrealized
BLK BLACKROCK INCORPORATED 0.1%
Value ($000) $211 Shares 191 Est. Cost $991.05 Unrealized -5.8%
IXP ISHARES TR GBL COMM SVC ETF 0.1%
Value ($000) $209 Shares 1,900 Est. Cost $110.00 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $206 Shares 5,131 Est. Cost $40.17 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $204 Shares 819 Est. Cost $249.34 Unrealized
LTC LTC PPTYS INCORPORATED REIT 0.1%
Value ($000) $203 Shares 5,743 Est. Cost $35.31 Unrealized
AMD ADVANCED MICRO DEVICES INCORPORATED 0.1%
Value ($000) $203 Shares 1,384 Est. Cost $108.87 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.1%
Value ($000) $199 Shares 11,458 Est. Cost $15.52 Unrealized -5.3%
LAND GLADSTONE LD CORPORATION REIT 0.1%
Value ($000) $178 Shares 16,662 Est. Cost $16.32 Unrealized
GABELLI EQUITY TR INCORPORATED 0.1%
Value ($000) $111 Shares 18,747 Est. Cost $5.49 Unrealized
ORGO ORGANOGENESIS HLDGS INCORPORATED 0.1%
Value ($000) $97 Shares 22,500 Est. Cost $3.14 Unrealized +18.6%
LUCID GROUP INCORPORATED 0.0%
Value ($000) $63 Shares 27,415 Est. Cost $4.54 Unrealized
EOSE EOS ENERGY ENTERPRISES INCORPORATED COM CLASS A 0.0%
Value ($000) $56 Shares 12,000 Est. Cost $4.90 Unrealized 0.0%
REDWOOD MORTGAGE INVESTORS VIII LIMITED PARTNERSHIP 0.0%
Value ($000) $23 Shares 23,065 Est. Cost $1.00 Unrealized
UP WHEELS UP EXPERIENCE INCORPORATED COM CLASS A 0.0%
Value ($000) $21 Shares 13,240 Est. Cost $3.29 Unrealized -62.6%
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $15 Shares 11,000 Est. Cost $1.56 Unrealized -12.3%
CHARGEPOINT HOLDINGS INCORPORATED COM CLASS A 0.0%
Value ($000) $15 Shares 22,398 Est. Cost $11.77 Unrealized
SMEV SIMULATED ENVIROMENT CONCEPTS 0.0%
Value ($000) $5 Shares 1,053,000 Est. Cost $0.01 Unrealized -69.5%
NVNXF NOVONIX LIMITED ORD SHS 0.0%
Value ($000) $4 Shares 16,439 Est. Cost $0.48 Unrealized -41.0%
CAUD COLLECTIVE AUDIENCE INCORPORATED 0.0%
Value ($000) $3 Shares 100,000 Est. Cost $0.83 Unrealized -96.4%
INIS INTERNATIONAL ISOTOPES INCORPORATED 0.0%
Value ($000) $2 Shares 20,000 Est. Cost $0.12 Unrealized -56.0%
ILUS ILUSTRATO PICTURES INTERNATIONAL INCORPORATED 0.0%
Value ($000) $0 Shares 18,397 Est. Cost $0.06 Unrealized -97.4%
CGAC CODE GREEN APPAREL CORPORATION COM NEW 0.0%
Value ($000) $0 Shares 30,303 Est. Cost $0.00 Unrealized -34.5%
LTNC LABOR SMART INCORPORATED 0.0%
Value ($000) $0 Shares 18,233 Est. Cost $0.00 Unrealized +377.2%
HQGE HQ GLOBAL ED INCORPORATED 0.0%
Value ($000) $0 Shares 21,111 Est. Cost $0.00 Unrealized +112.1%
VCTY VIDEOLOCITY INTERNATIONAL INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 625,000 Est. Cost $0.00 Unrealized -72.7%