Capital Square, LLC Diversified Active

CIK: 0001798736 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 21, 2025

Total Value ($000): $196,148 (100.0% shares, 0.0% debt)

Holdings (210)

PFF ISHARES TR PFD AND INCM SEC 6.6%
Value ($000) $12,923 Shares 408,697 Est. Cost $32.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 6.0%
Value ($000) $11,739 Shares 35,770 Est. Cost $264.02 Unrealized
FLXR TCW FLEXIBLE INCOME ETF 2.7%
Value ($000) $5,223 Shares 131,238 Est. Cost $39.64 Unrealized
AMZN AMAZON COM INCORPORATED 2.3%
Value ($000) $4,474 Shares 20,375 Est. Cost $126.37 Unrealized +79.1%
LLY ELI LILLY & COMPANY 2.2%
Value ($000) $4,288 Shares 5,620 Est. Cost $272.66 Unrealized +172.2%
MO ALTRIA GROUP INCORPORATED 2.2%
Value ($000) $4,261 Shares 64,496 Est. Cost $31.73 Unrealized +93.6%
HD HOME DEPOT INCORPORATED 1.8%
Value ($000) $3,492 Shares 8,618 Est. Cost $214.44 Unrealized +81.5%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 1.6%
Value ($000) $3,236 Shares 72,600 Est. Cost $41.24 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 1.6%
Value ($000) $3,186 Shares 42,835 Est. Cost $72.90 Unrealized
AAPL APPLE INCORPORATED 1.6%
Value ($000) $3,164 Shares 12,427 Est. Cost $97.83 Unrealized +130.6%
O REALTY INCOME CORPORATION REIT 1.6%
Value ($000) $3,110 Shares 51,164 Est. Cost $53.65 Unrealized +6.1%
CTRE CARETRUST REIT INCORPORATED REIT 1.6%
Value ($000) $3,103 Shares 89,461 Est. Cost $21.18 Unrealized
WPC WP CAREY INCORPORATED REIT 1.5%
Value ($000) $2,958 Shares 43,771 Est. Cost $72.19 Unrealized
RITM RITHM CAPITAL CORPORATION COM NEW REIT 1.5%
Value ($000) $2,914 Shares 255,853 Est. Cost $13.21 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $2,687 Shares 14,401 Est. Cost $117.06 Unrealized +48.9%
IVW ISHARES TR S&P 500 GRWT ETF 1.3%
Value ($000) $2,602 Shares 21,553 Est. Cost $94.42 Unrealized
FHN FIRST HORIZON CORPORATION 1.3%
Value ($000) $2,567 Shares 113,542 Est. Cost $13.16 Unrealized +66.9%
IMCG ISHARES TR MRGSTR MD CP GRW 1.3%
Value ($000) $2,489 Shares 30,084 Est. Cost $71.84 Unrealized
SO SOUTHERN COMPANY 1.3%
Value ($000) $2,484 Shares 26,213 Est. Cost $55.08 Unrealized +67.4%
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 1.2%
Value ($000) $2,265 Shares 24,015 Est. Cost $88.97 Unrealized
MSFT MICROSOFT CORPORATION 1.1%
Value ($000) $2,150 Shares 4,151 Est. Cost $283.63 Unrealized +79.4%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 1.1%
Value ($000) $2,145 Shares 25,677 Est. Cost $105.26 Unrealized -16.3%
JPM JPMORGAN CHASE & COMPANY. 1.0%
Value ($000) $2,030 Shares 6,434 Est. Cost $116.89 Unrealized +153.2%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 1.0%
Value ($000) $2,017 Shares 44,231 Est. Cost $44.04 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 1.0%
Value ($000) $2,014 Shares 46,887 Est. Cost $39.76 Unrealized
IVV ISHARES TR CORE S&P500 ETF 1.0%
Value ($000) $1,985 Shares 2,965 Est. Cost $537.93 Unrealized
AMT AMERICAN TOWER CORPORATION NEW REIT 1.0%
Value ($000) $1,939 Shares 10,079 Est. Cost $205.75 Unrealized -0.6%
IUSB ISHARES TR CORE UNIVRSL USD 1.0%
Value ($000) $1,884 Shares 40,340 Est. Cost $45.75 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 1.0%
Value ($000) $1,872 Shares 9,065 Est. Cost $193.96 Unrealized
SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.9%
Value ($000) $1,843 Shares 60,831 Est. Cost $30.06 Unrealized
PCH POTLATCHDELTIC CORPORATION REIT 0.9%
Value ($000) $1,822 Shares 44,723 Est. Cost $49.20 Unrealized
PLD PROLOGIS INCORPORATED. REIT 0.9%
Value ($000) $1,759 Shares 15,358 Est. Cost $105.22 Unrealized +2.9%
SUI SUN CMNTYS INCORPORATED REIT 0.9%
Value ($000) $1,719 Shares 13,328 Est. Cost $143.07 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.9%
Value ($000) $1,711 Shares 11,137 Est. Cost $118.78 Unrealized +30.4%
XOM EXXON MOBIL CORPORATION 0.9%
Value ($000) $1,690 Shares 14,989 Est. Cost $59.29 Unrealized +85.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.9%
Value ($000) $1,669 Shares 2,235 Est. Cost $565.32 Unrealized
WELL WELLTOWER INCORPORATED REIT 0.8%
Value ($000) $1,566 Shares 8,788 Est. Cost $126.03 Unrealized +29.7%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.8%
Value ($000) $1,472 Shares 2,404 Est. Cost $512.48 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.7%
Value ($000) $1,441 Shares 5,732 Est. Cost $111.14 Unrealized +119.7%
NSC NORFOLK SOUTHN CORPORATION 0.7%
Value ($000) $1,337 Shares 4,450 Est. Cost $179.27 Unrealized +54.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.7%
Value ($000) $1,331 Shares 48,749 Est. Cost $43.09 Unrealized
ELS EQUITY LIFESTYLE PPTYS INCORPORATED REIT 0.6%
Value ($000) $1,271 Shares 20,939 Est. Cost $67.61 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,236 Shares 6,665 Est. Cost $136.77 Unrealized +23.9%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.6%
Value ($000) $1,203 Shares 37,688 Est. Cost $42.82 Unrealized
DLR DIGITAL RLTY TR INCORPORATED REIT 0.6%
Value ($000) $1,174 Shares 6,788 Est. Cost $112.69 Unrealized +49.7%
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.6%
Value ($000) $1,164 Shares 4,129 Est. Cost $224.15 Unrealized
GEV GE VERNOVA INCORPORATED 0.6%
Value ($000) $1,147 Shares 1,866 Est. Cost $352.95 Unrealized +71.6%
IWP ISHARES TR RUS MD CP GR ETF 0.6%
Value ($000) $1,140 Shares 8,006 Est. Cost $115.25 Unrealized
CCI CROWN CASTLE INCORPORATED REIT 0.6%
Value ($000) $1,128 Shares 11,692 Est. Cost $142.01 Unrealized -30.2%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.6%
Value ($000) $1,113 Shares 24,079 Est. Cost $42.90 Unrealized
NFLX NETFLIX INCORPORATED 0.6%
Value ($000) $1,110 Shares 926 Est. Cost $69.87 Unrealized +74.7%
MRK MERCK & COMPANY INCORPORATED 0.6%
Value ($000) $1,103 Shares 13,138 Est. Cost $74.88 Unrealized +8.2%
IJT ISHARES TR S&P SML 600 GWT 0.6%
Value ($000) $1,100 Shares 7,777 Est. Cost $132.76 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.6%
Value ($000) $1,097 Shares 4,513 Est. Cost $132.67 Unrealized +57.7%
TLT ISHARES TR 20 YR TR BD ETF 0.6%
Value ($000) $1,093 Shares 12,234 Est. Cost $91.78 Unrealized
EXR EXTRA SPACE STORAGE INCORPORATED REIT 0.5%
Value ($000) $1,058 Shares 7,507 Est. Cost $129.31 Unrealized +8.7%
T AT&T INCORPORATED 0.5%
Value ($000) $1,038 Shares 36,740 Est. Cost $18.96 Unrealized +48.1%
RTX RTX CORPORATION 0.5%
Value ($000) $1,024 Shares 6,117 Est. Cost $84.77 Unrealized +82.0%
TRNO TERRENO RLTY CORPORATION REIT 0.5%
Value ($000) $1,023 Shares 18,019 Est. Cost $58.11 Unrealized
COST COSTCO WHOLESALE CORPORATION NEW 0.5%
Value ($000) $976 Shares 1,054 Est. Cost $445.08 Unrealized +115.0%
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.5%
Value ($000) $966 Shares 8,722 Est. Cost $113.06 Unrealized
PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 0.5%
Value ($000) $952 Shares 53,564 Est. Cost $17.77 Unrealized
WMT WALMART INCORPORATED 0.5%
Value ($000) $896 Shares 8,694 Est. Cost $61.30 Unrealized +61.9%
LADR LADDER CAP CORPORATION CLASS A REIT 0.4%
Value ($000) $883 Shares 80,894 Est. Cost $14.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.4%
Value ($000) $840 Shares 1,670 Est. Cost $241.22 Unrealized +100.8%
LMT LOCKHEED MARTIN CORPORATION 0.4%
Value ($000) $833 Shares 1,668 Est. Cost $350.15 Unrealized +28.0%
CPT CAMDEN PROPERTY TR SH BEN INT REIT 0.4%
Value ($000) $821 Shares 7,689 Est. Cost $104.15 Unrealized +3.5%
CVX CHEVRON CORPORATION NEW 0.4%
Value ($000) $815 Shares 5,250 Est. Cost $110.67 Unrealized +37.6%
NNN NNN REIT INCORPORATED REIT 0.4%
Value ($000) $775 Shares 18,195 Est. Cost $41.93 Unrealized
CAT CATERPILLAR INCORPORATED 0.4%
Value ($000) $764 Shares 1,600 Est. Cost $191.55 Unrealized +122.1%
OEF ISHARES TR S&P 100 ETF 0.4%
Value ($000) $753 Shares 2,261 Est. Cost $303.17 Unrealized
USIG ISHARES TR USD INV GRDE ETF 0.4%
Value ($000) $752 Shares 14,399 Est. Cost $52.30 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.4%
Value ($000) $746 Shares 7,963 Est. Cost $85.73 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.4%
Value ($000) $709 Shares 2,154 Est. Cost $216.02 Unrealized +49.1%
INVH INVITATION HOMES INCORPORATED REIT 0.4%
Value ($000) $701 Shares 23,910 Est. Cost $30.97 Unrealized -2.5%
ADC AGREE RLTY CORPORATION REIT 0.3%
Value ($000) $673 Shares 9,469 Est. Cost $69.97 Unrealized
C CITIGROUP INCORPORATED COM NEW 0.3%
Value ($000) $669 Shares 6,592 Est. Cost $44.34 Unrealized +112.3%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.3%
Value ($000) $664 Shares 5,369 Est. Cost $86.08 Unrealized +39.2%
NOW SERVICENOW INCORPORATED 0.3%
Value ($000) $650 Shares 706 Est. Cost $76.78 Unrealized +143.3%
META META PLATFORMS INCORPORATED CLASS A 0.3%
Value ($000) $620 Shares 843 Est. Cost $502.41 Unrealized +47.9%
GPC GENUINE PARTS COMPANY 0.3%
Value ($000) $616 Shares 4,442 Est. Cost $116.85 Unrealized +13.3%
VB VANGUARD SMALL-CAP ETF 0.3%
Value ($000) $596 Shares 2,345 Est. Cost $242.45 Unrealized
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.3%
Value ($000) $594 Shares 2,440 Est. Cost $111.85 Unrealized +87.7%
AZO AUTOZONE INCORPORATED 0.3%
Value ($000) $583 Shares 136 Est. Cost $3112.74 Unrealized +28.9%
AVB AVALONBAY CMNTYS INCORPORATED REIT 0.3%
Value ($000) $575 Shares 2,976 Est. Cost $167.76 Unrealized +14.0%
KO COCA COLA COMPANY 0.3%
Value ($000) $566 Shares 8,531 Est. Cost $48.12 Unrealized +41.2%
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK REIT 0.3%
Value ($000) $563 Shares 14,955 Est. Cost $36.36 Unrealized
COLD AMERICOLD REALTY TRUST INCORPORATED REIT 0.3%
Value ($000) $561 Shares 45,817 Est. Cost $30.07 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT 0.3%
Value ($000) $533 Shares 6,400 Est. Cost $107.85 Unrealized -27.9%
VZ VERIZON COMMUNICATIONS INCORPORATED 0.3%
Value ($000) $519 Shares 11,805 Est. Cost $42.24 Unrealized +0.6%
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 0.3%
Value ($000) $513 Shares 6,612 Est. Cost $80.40 Unrealized
XLU SPDR UTILITIES SELECT SECTOR FUND 0.3%
Value ($000) $510 Shares 5,846 Est. Cost $68.86 Unrealized
CSR CENTERSPACE REIT 0.3%
Value ($000) $508 Shares 8,620 Est. Cost $68.49 Unrealized
NXRT NEXPOINT RESIDENTIAL TR INCORPORATED REIT 0.3%
Value ($000) $505 Shares 15,681 Est. Cost $41.52 Unrealized
AVGO BROADCOM INCORPORATED 0.3%
Value ($000) $497 Shares 1,505 Est. Cost $144.78 Unrealized +111.2%
AAP ADVANCE AUTO PARTS INCORPORATED 0.2%
Value ($000) $489 Shares 7,965 Est. Cost $53.71 Unrealized +8.8%
FPI FARMLAND PARTNERS INCORPORATED REIT 0.2%
Value ($000) $483 Shares 44,435 Est. Cost $11.81 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $467 Shares 3,489 Est. Cost $90.65 Unrealized +44.1%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $463 Shares 965 Est. Cost $383.32 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.2%
Value ($000) $462 Shares 9,987 Est. Cost $46.69 Unrealized
BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 0.2%
Value ($000) $459 Shares 9,386 Est. Cost $44.75 Unrealized
MFA MFA FINL INCORPORATED REIT 0.2%
Value ($000) $448 Shares 48,739 Est. Cost $10.62 Unrealized
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $446 Shares 4,856 Est. Cost $91.54 Unrealized
BRT BRT APARTMENTS CORPORATION REIT 0.2%
Value ($000) $445 Shares 28,421 Est. Cost $18.59 Unrealized
AMH AMERICAN HOMES 4 RENT CLASS A REIT 0.2%
Value ($000) $440 Shares 13,245 Est. Cost $36.78 Unrealized
XME STATE STREET SPDR S&P METALS & MINING ETF 0.2%
Value ($000) $432 Shares 4,640 Est. Cost $58.99 Unrealized
OXY OCCIDENTAL PETE CORPORATION 0.2%
Value ($000) $422 Shares 8,941 Est. Cost $47.96 Unrealized -6.7%
PSI Invesco Semiconductors ETF 0.2%
Value ($000) $418 Shares 5,944 Est. Cost $62.83 Unrealized
CRK COMSTOCK RES INCORPORATED 0.2%
Value ($000) $408 Shares 20,580 Est. Cost $12.69 Unrealized +45.9%
AXP AMERICAN EXPRESS COMPANY 0.2%
Value ($000) $408 Shares 1,227 Est. Cost $166.57 Unrealized +90.0%
BX BLACKSTONE INCORPORATED 0.2%
Value ($000) $405 Shares 2,373 Est. Cost $155.11 Unrealized +9.3%
NUVEEN MUN VALUE FD INCORPORATED 0.2%
Value ($000) $399 Shares 44,486 Est. Cost $9.02 Unrealized
MCD MCDONALDS CORPORATION 0.2%
Value ($000) $393 Shares 1,293 Est. Cost $237.53 Unrealized +26.9%
IWN ISHARES TR RUS 2000 VAL ETF 0.2%
Value ($000) $393 Shares 2,222 Est. Cost $158.92 Unrealized
CHCT COMMUNITY HEALTHCARE TR INCORPORATED REIT 0.2%
Value ($000) $391 Shares 25,582 Est. Cost $18.71 Unrealized
IRM IRON MTN INCORPORATED DEL REIT 0.2%
Value ($000) $374 Shares 3,664 Est. Cost $92.95 Unrealized +1.9%
PFE PFIZER INCORPORATED 0.2%
Value ($000) $373 Shares 14,643 Est. Cost $27.26 Unrealized -11.4%
TSLA TESLA INCORPORATED 0.2%
Value ($000) $360 Shares 810 Est. Cost $240.85 Unrealized +44.0%
GIS GENERAL MLS INCORPORATED 0.2%
Value ($000) $356 Shares 7,056 Est. Cost $53.64 Unrealized -7.8%
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.2%
Value ($000) $352 Shares 2,813 Est. Cost $121.81 Unrealized
VFH VANGUARD FINANCIALS ETF 0.2%
Value ($000) $352 Shares 2,678 Est. Cost $107.25 Unrealized
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.2%
Value ($000) $345 Shares 1,439 Est. Cost $229.77 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.2%
Value ($000) $343 Shares 2,759 Est. Cost $111.19 Unrealized +14.0%
IJJ ISHARES TR S&P MC 400VL ETF 0.2%
Value ($000) $343 Shares 2,644 Est. Cost $118.29 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.2%
Value ($000) $336 Shares 6,301 Est. Cost $44.24 Unrealized
XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 0.2%
Value ($000) $336 Shares 1,054 Est. Cost $264.66 Unrealized
CASY CASEYS GENERAL STORES INCORPORATED 0.2%
Value ($000) $332 Shares 588 Est. Cost $466.68 Unrealized +11.8%
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.2%
Value ($000) $331 Shares 5,974 Est. Cost $52.71 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $326 Shares 543 Est. Cost $515.12 Unrealized
CI THE CIGNA GROUP 0.2%
Value ($000) $325 Shares 1,126 Est. Cost $241.57 Unrealized +21.4%
BLV VANGUARD LONG-TERM BOND ETF 0.2%
Value ($000) $323 Shares 4,560 Est. Cost $74.83 Unrealized
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.2%
Value ($000) $323 Shares 6,456 Est. Cost $49.59 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value ($000) $320 Shares 1,136 Est. Cost $160.80 Unrealized +58.1%
MS MORGAN STANLEY COM NEW 0.2%
Value ($000) $316 Shares 1,986 Est. Cost $74.81 Unrealized +95.8%
XLI SPDR INDUSTRIAL SELECT SECTOR FUND 0.2%
Value ($000) $315 Shares 2,045 Est. Cost $142.17 Unrealized
WFC WELLS FARGO COMPANY NEW 0.2%
Value ($000) $312 Shares 3,718 Est. Cost $46.63 Unrealized +72.6%
FCG FIRST TRUST NATURAL GAS ETF 0.2%
Value ($000) $311 Shares 13,260 Est. Cost $24.78 Unrealized
EXC EXELON CORPORATION 0.2%
Value ($000) $311 Shares 6,912 Est. Cost $35.57 Unrealized +21.9%
RF REGIONS FINANCIAL CORPORATION NEW 0.2%
Value ($000) $311 Shares 11,774 Est. Cost $13.35 Unrealized +91.3%
KR KROGER COMPANY 0.2%
Value ($000) $306 Shares 4,545 Est. Cost $37.67 Unrealized +83.4%
LNT ALLIANT ENERGY CORPORATION 0.2%
Value ($000) $306 Shares 4,537 Est. Cost $55.34 Unrealized +15.4%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 0.2%
Value ($000) $303 Shares 4,501 Est. Cost $56.89 Unrealized
ABBV ABBVIE INCORPORATED 0.2%
Value ($000) $302 Shares 1,305 Est. Cost $178.45 Unrealized +13.2%
VTWO VANGUARD RUSSELL 2000 ETF 0.2%
Value ($000) $299 Shares 3,054 Est. Cost $97.82 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.1%
Value ($000) $294 Shares 1,747 Est. Cost $156.42 Unrealized
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $293 Shares 6,916 Est. Cost $42.37 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR FUND 0.1%
Value ($000) $290 Shares 3,704 Est. Cost $78.35 Unrealized
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION 0.1%
Value ($000) $281 Shares 2,123 Est. Cost $131.71 Unrealized
ROL ROLLINS INCORPORATED 0.1%
Value ($000) $277 Shares 4,712 Est. Cost $37.88 Unrealized +49.4%
ALL ALLSTATE CORPORATION 0.1%
Value ($000) $274 Shares 1,276 Est. Cost $151.93 Unrealized +31.8%
XLF SPDR FINANCIAL SELECT SECTOR FUND 0.1%
Value ($000) $273 Shares 5,070 Est. Cost $50.75 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 0.1%
Value ($000) $273 Shares 4,010 Est. Cost $62.86 Unrealized
DFUS DIMENSIONAL U.S. EQUTIY MARKET ETF 0.1%
Value ($000) $271 Shares 3,741 Est. Cost $60.66 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.1%
Value ($000) $271 Shares 6,003 Est. Cost $48.81 Unrealized -6.8%
FIDU FIDELITY MSCI INDUSTRIALS INDEX ETF 0.1%
Value ($000) $260 Shares 3,170 Est. Cost $81.94 Unrealized
DG DOLLAR GENERAL CORPORATION NEW 0.1%
Value ($000) $260 Shares 2,513 Est. Cost $75.01 Unrealized +45.2%
UNM UNUM GROUP 0.1%
Value ($000) $259 Shares 3,329 Est. Cost $68.94 Unrealized +8.7%
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $253 Shares 2,207 Est. Cost $88.36 Unrealized +32.4%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.1%
Value ($000) $252 Shares 3,552 Est. Cost $56.89 Unrealized
MAA MID-AMER APT CMNTYS INCORPORATED REIT 0.1%
Value ($000) $245 Shares 1,752 Est. Cost $137.47 Unrealized +3.8%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $241 Shares 929 Est. Cost $250.58 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $237 Shares 356 Est. Cost $571.37 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $237 Shares 5,509 Est. Cost $42.95 Unrealized
CRM SALESFORCE INCORPORATED 0.1%
Value ($000) $235 Shares 992 Est. Cost $251.43 Unrealized 0.0%
IXP ISHARES TR GBL COMM SVC ETF 0.1%
Value ($000) $235 Shares 1,900 Est. Cost $110.00 Unrealized
QCOM QUALCOMM INCORPORATED 0.1%
Value ($000) $233 Shares 1,399 Est. Cost $145.02 Unrealized +8.4%
WM WASTE MGMT INCORPORATED DEL 0.1%
Value ($000) $231 Shares 1,047 Est. Cost $211.11 Unrealized +6.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $229 Shares 2,504 Est. Cost $96.38 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $228 Shares 2,407 Est. Cost $101.66 Unrealized -8.2%
HYGH ISHARES U S ETF TR IT RIGHT HDG HGYL 0.1%
Value ($000) $225 Shares 2,595 Est. Cost $86.84 Unrealized
BLK BLACKROCK INCORPORATED 0.1%
Value ($000) $223 Shares 191 Est. Cost $991.05 Unrealized +11.9%
V VISA INCORPORATED COM CLASS A 0.1%
Value ($000) $221 Shares 647 Est. Cost $302.59 Unrealized +14.1%
AFL AFLAC INCORPORATED 0.1%
Value ($000) $220 Shares 1,972 Est. Cost $104.19 Unrealized 0.0%
XBI STATE STREET SPDR S&P BIOTECH ETF 0.1%
Value ($000) $220 Shares 2,191 Est. Cost $100.21 Unrealized
OKE ONEOK INCORPORATED NEW 0.1%
Value ($000) $217 Shares 2,972 Est. Cost $65.05 Unrealized +15.4%
CSCO CISCO SYSTEMS INCORPORATED 0.1%
Value ($000) $216 Shares 3,157 Est. Cost $55.37 Unrealized +21.7%
TFC TRUIST FINL CORPORATION 0.1%
Value ($000) $216 Shares 4,718 Est. Cost $28.22 Unrealized +57.1%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.1%
Value ($000) $216 Shares 11,817 Est. Cost $17.89 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $216 Shares 5,131 Est. Cost $40.17 Unrealized
ITB ISHARES TR US HOME CONS ETF 0.1%
Value ($000) $215 Shares 2,006 Est. Cost $107.25 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.1%
Value ($000) $215 Shares 2,048 Est. Cost $104.98 Unrealized
HSCZ ISHARES TR MSCI EAFE SMCP 0.1%
Value ($000) $214 Shares 5,691 Est. Cost $37.63 Unrealized
LTC LTC PPTYS INCORPORATED REIT 0.1%
Value ($000) $213 Shares 5,778 Est. Cost $35.31 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $212 Shares 2,431 Est. Cost $87.32 Unrealized
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.1%
Value ($000) $211 Shares 2,868 Est. Cost $73.59 Unrealized
EDV VANGUARD EXTENDED DURATION TREASURY ETF 0.1%
Value ($000) $210 Shares 3,067 Est. Cost $68.45 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $210 Shares 848 Est. Cost $247.40 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $206 Shares 444 Est. Cost $463.74 Unrealized
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $205 Shares 3,558 Est. Cost $57.52 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.1%
Value ($000) $203 Shares 11,765 Est. Cost $15.56 Unrealized +8.1%
VTR VENTAS INCORPORATED REIT 0.1%
Value ($000) $201 Shares 2,872 Est. Cost $66.33 Unrealized 0.0%
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value ($000) $201 Shares 4,628 Est. Cost $43.42 Unrealized
XLE SPDR ENERGY SELECT SECTOR FUND 0.1%
Value ($000) $201 Shares 2,247 Est. Cost $89.35 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $200 Shares 928 Est. Cost $215.79 Unrealized
PR PERMIAN RESOURCES CORPORATION CLASS A COM 0.1%
Value ($000) $167 Shares 13,027 Est. Cost $14.46 Unrealized -5.2%
LAND GLADSTONE LD CORPORATION REIT 0.1%
Value ($000) $154 Shares 16,815 Est. Cost $16.32 Unrealized
EOSE EOS ENERGY ENTERPRISES INCORPORATED COM CLASS A 0.1%
Value ($000) $137 Shares 12,000 Est. Cost $4.90 Unrealized +39.5%
GABELLI EQUITY TR INCORPORATED 0.1%
Value ($000) $114 Shares 18,747 Est. Cost $5.49 Unrealized
ORGO ORGANOGENESIS HLDGS INCORPORATED 0.0%
Value ($000) $72 Shares 17,010 Est. Cost $3.14 Unrealized +47.9%
UP WHEELS UP EXPERIENCE INCORPORATED COM CLASS A 0.0%
Value ($000) $24 Shares 13,240 Est. Cost $3.29 Unrealized -44.6%
REDWOOD MORTGAGE INVESTORS VIII LIMITED PARTNERSHIP 0.0%
Value ($000) $23 Shares 23,065 Est. Cost $1.00 Unrealized
OPK OPKO HEALTH INCORPORATED 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.56 Unrealized -11.9%
SMEV SIMULATED ENVIROMENT CONCEPTS 0.0%
Value ($000) $7 Shares 1,053,000 Est. Cost $0.01 Unrealized -64.2%
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) $1 Shares 20,000 Est. Cost $0.12 Unrealized -29.5%
LTNC LABOR SMART INCORPORATED 0.0%
Value ($000) $0 Shares 18,233 Est. Cost $0.00 Unrealized +481.3%
ILUS ILUSTRATO PICTURES INTERNATIONAL INCORPORATED 0.0%
Value ($000) $0 Shares 18,397 Est. Cost $0.06 Unrealized -98.7%
HQGE HQ GLOBAL ED INCORPORATED 0.0%
Value ($000) $0 Shares 21,111 Est. Cost $0.00 Unrealized +175.9%
CGAC CODE GREEN APPAREL CORPORATION COM NEW 0.0%
Value ($000) $0 Shares 30,303 Est. Cost $0.00 Unrealized -51.3%
VCTY VIDEOLOCITY INTERNATIONAL INCORPORATED COM NEW 0.0%
Value ($000) $0 Shares 625,000 Est. Cost $0.00 Unrealized -91.8%