Laidlaw Wealth Management LLC Diversified Active

CIK: 0001800608 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $511,213 (100.0% shares, 0.0% debt)

Holdings (351)

AAPL APPLE INC 7.5%
Value ($000) $38,531 Shares 198,644 Est. Cost $104.72 Unrealized +64.3%
UNP UNION PAC CORP 4.6%
Value ($000) $23,279 Shares 113,766 Est. Cost $214.98 Unrealized -13.0%
MSFT MICROSOFT CORP 3.9%
Value ($000) $20,035 Shares 58,834 Est. Cost $248.93 Unrealized +23.4%
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $11,292 Shares 26,694 Est. Cost $18.44 Unrealized +79.9%
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $10,174 Shares 46,185 Est. Cost $239.91 Unrealized
SCHG SCHWAB STRATEGIC TR 1.8%
Value ($000) $9,062 Shares 120,904 Est. Cost $83.77 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $8,269 Shares 63,436 Est. Cost $125.80 Unrealized -9.2%
DIVO AMPLIFY ETF TR 1.4%
Value ($000) $7,357 Shares 204,354 Est. Cost $37.71 Unrealized
HD HOME DEPOT INC 1.3%
Value ($000) $6,454 Shares 20,777 Est. Cost $334.79 Unrealized -17.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $6,088 Shares 17,853 Est. Cost $280.28 Unrealized +16.4%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $6,062 Shares 41,681 Est. Cost $114.78 Unrealized +13.0%
VCSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $5,678 Shares 75,050 Est. Cost $76.74 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $5,607 Shares 97,119 Est. Cost $58.62 Unrealized
SHV ISHARES TR 1.1%
Value ($000) $5,439 Shares 49,242 Est. Cost $110.19 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $5,301 Shares 10,841 Est. Cost $346.09 Unrealized +16.4%
USMV ISHARES TR 1.0%
Value ($000) $5,265 Shares 70,835 Est. Cost $69.56 Unrealized
GOOG ALPHABET INC 1.0%
Value ($000) $5,098 Shares 42,145 Est. Cost $108.27 Unrealized +6.1%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $5,073 Shares 12,457 Est. Cost $431.22 Unrealized
XLK SELECT SECTOR SPDR TR 1.0%
Value ($000) $4,973 Shares 28,603 Est. Cost $121.77 Unrealized
GOOGL ALPHABET INC 1.0%
Value ($000) $4,909 Shares 41,010 Est. Cost $108.68 Unrealized +5.1%
V VISA INC 1.0%
Value ($000) $4,895 Shares 20,612 Est. Cost $191.97 Unrealized +16.9%
VV VANGUARD INDEX FDS 0.9%
Value ($000) $4,782 Shares 23,589 Est. Cost $174.20 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $4,663 Shares 9,701 Est. Cost $305.10 Unrealized +52.4%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $4,367 Shares 9,852 Est. Cost $416.81 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $4,176 Shares 25,230 Est. Cost $151.24 Unrealized -1.6%
GLD SPDR GOLD TR 0.8%
Value ($000) $4,099 Shares 22,994 Est. Cost $173.54 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $4,072 Shares 15,555 Est. Cost $245.36 Unrealized -18.5%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $4,059 Shares 10,988 Est. Cost $373.55 Unrealized
XLY SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,893 Shares 22,925 Est. Cost $137.43 Unrealized
IAU ISHARES GOLD TR 0.8%
Value ($000) $3,848 Shares 105,755 Est. Cost $33.80 Unrealized
VYM VANGUARD WHITEHALL FDS 0.7%
Value ($000) $3,705 Shares 34,928 Est. Cost $110.22 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $3,695 Shares 12,876 Est. Cost $229.62 Unrealized +6.7%
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $3,632 Shares 27,361 Est. Cost $122.12 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $3,528 Shares 11,996 Est. Cost $242.98 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $3,484 Shares 22,959 Est. Cost $134.15 Unrealized +5.3%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $3,334 Shares 10,337 Est. Cost $275.32 Unrealized +11.8%
IYW ISHARES TR 0.6%
Value ($000) $3,322 Shares 30,513 Est. Cost $83.00 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $3,288 Shares 28,497 Est. Cost $69.30 Unrealized +50.8%
IVOL KRANESHARES TR 0.6%
Value ($000) $3,282 Shares 159,494 Est. Cost $24.84 Unrealized
MDYG SPDR SER TR 0.6%
Value ($000) $3,090 Shares 43,122 Est. Cost $56.42 Unrealized
VGT VANGUARD WORLD FDS 0.6%
Value ($000) $3,086 Shares 6,979 Est. Cost $329.46 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $3,010 Shares 40,564 Est. Cost $65.57 Unrealized +6.8%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,883 Shares 18,323 Est. Cost $100.62 Unrealized +42.4%
SLYG SPDR SER TR 0.5%
Value ($000) $2,810 Shares 36,511 Est. Cost $63.37 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $2,790 Shares 9,348 Est. Cost $195.60 Unrealized +39.6%
XMLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2,719 Shares 52,540 Est. Cost $49.70 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,639 Shares 78,293 Est. Cost $34.17 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $2,625 Shares 9,276 Est. Cost $310.97 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $2,608 Shares 4,998 Est. Cost $548.70 Unrealized -2.5%
ACWV ISHARES INC 0.5%
Value ($000) $2,532 Shares 25,827 Est. Cost $97.91 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,511 Shares 25,345 Est. Cost $96.45 Unrealized +0.8%
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $2,406 Shares 22,420 Est. Cost $91.07 Unrealized
SCHO SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,366 Shares 49,239 Est. Cost $51.21 Unrealized
BX BLACKSTONE INC 0.5%
Value ($000) $2,349 Shares 25,271 Est. Cost $78.64 Unrealized +1.9%
XSLV INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $2,334 Shares 58,594 Est. Cost $41.95 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $2,290 Shares 4,253 Est. Cost $360.48 Unrealized +35.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $2,220 Shares 20,703 Est. Cost $44.97 Unrealized +121.5%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $2,205 Shares 59,292 Est. Cost $42.25 Unrealized -26.1%
PEP PEPSICO INC 0.4%
Value ($000) $2,199 Shares 11,872 Est. Cost $145.33 Unrealized +17.4%
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,168 Shares 29,859 Est. Cost $79.81 Unrealized
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,059 Shares 39,319 Est. Cost $87.61 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $1,989 Shares 38,437 Est. Cost $41.03 Unrealized +10.9%
EEMV ISHARES INC 0.4%
Value ($000) $1,987 Shares 36,133 Est. Cost $59.34 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $1,985 Shares 14,733 Est. Cost $80.44 Unrealized +66.2%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,953 Shares 4,965 Est. Cost $310.73 Unrealized +19.0%
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,926 Shares 40,404 Est. Cost $48.08 Unrealized
BIL SPDR SER TR 0.4%
Value ($000) $1,923 Shares 20,946 Est. Cost $91.74 Unrealized
SLYV SPDR SER TR 0.4%
Value ($000) $1,909 Shares 24,725 Est. Cost $59.65 Unrealized
CMBS ISHARES TR 0.4%
Value ($000) $1,897 Shares 41,358 Est. Cost $47.40 Unrealized
VIS VANGUARD WORLD FDS 0.4%
Value ($000) $1,894 Shares 9,213 Est. Cost $166.22 Unrealized
SLV ISHARES SILVER TR 0.4%
Value ($000) $1,884 Shares 90,185 Est. Cost $21.59 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,838 Shares 22,646 Est. Cost $62.50 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,799 Shares 11,447 Est. Cost $46.87 Unrealized +4.4%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $1,774 Shares 5,749 Est. Cost $240.60 Unrealized +16.2%
VO VANGUARD INDEX FDS 0.3%
Value ($000) $1,749 Shares 7,946 Est. Cost $245.56 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value ($000) $1,748 Shares 7,139 Est. Cost $228.58 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,745 Shares 2,012 Est. Cost $31.98 Unrealized +114.9%
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,715 Shares 23,588 Est. Cost $84.75 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,708 Shares 6,683 Est. Cost $80.08 Unrealized +29.9%
ED CONSOLIDATED EDISON INC 0.3%
Value ($000) $1,688 Shares 18,673 Est. Cost $81.78 Unrealized +6.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,685 Shares 8,121 Est. Cost $184.50 Unrealized -4.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,672 Shares 18,723 Est. Cost $132.71 Unrealized -30.3%
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,660 Shares 11,683 Est. Cost $146.71 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.3%
Value ($000) $1,621 Shares 16,200 Est. Cost $100.03 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,608 Shares 3,492 Est. Cost $361.77 Unrealized +19.3%
RSPH INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,581 Shares 5,304 Est. Cost $288.47 Unrealized
NOBL PROSHARES TR 0.3%
Value ($000) $1,563 Shares 16,583 Est. Cost $83.39 Unrealized
VFH VANGUARD WORLD FDS 0.3%
Value ($000) $1,547 Shares 19,047 Est. Cost $74.30 Unrealized
VDC VANGUARD WORLD FDS 0.3%
Value ($000) $1,543 Shares 7,935 Est. Cost $178.49 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,453 Shares 6,544 Est. Cost $201.72 Unrealized +5.9%
IXUS ISHARES TR 0.3%
Value ($000) $1,376 Shares 21,976 Est. Cost $68.55 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,374 Shares 22,818 Est. Cost $54.08 Unrealized +6.1%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,374 Shares 7,664 Est. Cost $159.32 Unrealized -3.0%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,358 Shares 16,257 Est. Cost $107.50 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $1,350 Shares 17,870 Est. Cost $80.82 Unrealized
VOX VANGUARD WORLD FDS 0.3%
Value ($000) $1,332 Shares 12,531 Est. Cost $82.25 Unrealized
GII SPDR INDEX SHS FDS 0.3%
Value ($000) $1,284 Shares 24,058 Est. Cost $54.19 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,277 Shares 44,508 Est. Cost $28.02 Unrealized -5.0%
LLY LILLY ELI & CO 0.2%
Value ($000) $1,270 Shares 2,708 Est. Cost $299.53 Unrealized +37.4%
NKE NIKE INC 0.2%
Value ($000) $1,270 Shares 11,505 Est. Cost $154.55 Unrealized -28.0%
SLQD ISHARES TR 0.2%
Value ($000) $1,268 Shares 26,297 Est. Cost $51.69 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $1,256 Shares 14,712 Est. Cost $80.95 Unrealized -3.2%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,217 Shares 34,141 Est. Cost $32.05 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $1,186 Shares 4,940 Est. Cost $260.34 Unrealized -19.8%
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,172 Shares 25,864 Est. Cost $47.09 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $1,165 Shares 5,516 Est. Cost $185.66 Unrealized +8.6%
AMLP ALPS ETF TR 0.2%
Value ($000) $1,145 Shares 29,205 Est. Cost $38.41 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $1,137 Shares 20,064 Est. Cost $61.68 Unrealized -18.2%
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,136 Shares 25,926 Est. Cost $76.94 Unrealized
PROSHARES TR 0.2%
Value ($000) $1,129 Shares 106,845 Est. Cost $10.57 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,111 Shares 14,973 Est. Cost $67.61 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,091 Shares 9,360 Est. Cost $105.40 Unrealized +4.3%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $1,077 Shares 4,690 Est. Cost $281.78 Unrealized
IXP ISHARES TR 0.2%
Value ($000) $1,071 Shares 15,670 Est. Cost $59.78 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,057 Shares 7,065 Est. Cost $143.72 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,047 Shares 2,584 Est. Cost $365.65 Unrealized +0.6%
DVY ISHARES TR 0.2%
Value ($000) $1,047 Shares 9,237 Est. Cost $121.51 Unrealized
DOW DOW INC 0.2%
Value ($000) $1,045 Shares 19,625 Est. Cost $46.02 Unrealized -1.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,041 Shares 7,782 Est. Cost $106.73 Unrealized +10.6%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,007 Shares 19,481 Est. Cost $83.62 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $997 Shares 27,175 Est. Cost $39.95 Unrealized -16.8%
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $993 Shares 13,202 Est. Cost $84.21 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $989 Shares 15,204 Est. Cost $62.58 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $985 Shares 15,410 Est. Cost $51.12 Unrealized +15.3%
URI UNITED RENTALS INC 0.2%
Value ($000) $985 Shares 2,212 Est. Cost $318.25 Unrealized +13.4%
FNDX SCHWAB STRATEGIC TR 0.2%
Value ($000) $950 Shares 16,501 Est. Cost $58.34 Unrealized
BA BOEING CO 0.2%
Value ($000) $945 Shares 4,477 Est. Cost $291.67 Unrealized -28.8%
IVV ISHARES TR 0.2%
Value ($000) $937 Shares 2,101 Est. Cost $472.99 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $924 Shares 9,429 Est. Cost $60.77 Unrealized +51.8%
ITOT ISHARES TR 0.2%
Value ($000) $912 Shares 9,317 Est. Cost $106.98 Unrealized
IDRV ISHARES TR 0.2%
Value ($000) $892 Shares 21,808 Est. Cost $34.17 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $878 Shares 4,529 Est. Cost $206.77 Unrealized -13.9%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $877 Shares 12,349 Est. Cost $80.43 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $874 Shares 19,242 Est. Cost $39.03 Unrealized
FTSD FRANKLIN ETF TR 0.2%
Value ($000) $850 Shares 9,506 Est. Cost $94.23 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $844 Shares 9,410 Est. Cost $82.28 Unrealized +3.5%
MINT PIMCO ETF TR 0.2%
Value ($000) $839 Shares 8,412 Est. Cost $100.89 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $833 Shares 33,460 Est. Cost $24.15 Unrealized
RXI ISHARES TR 0.2%
Value ($000) $832 Shares 5,309 Est. Cost $141.85 Unrealized
LIN LINDE PLC 0.2%
Value ($000) $830 Shares 2,177 Est. Cost $352.90 Unrealized 0.0%
PEJ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $827 Shares 19,764 Est. Cost $45.97 Unrealized
QTUM ETF SER SOLUTIONS 0.2%
Value ($000) $824 Shares 16,284 Est. Cost $38.04 Unrealized
IYR ISHARES TR 0.2%
Value ($000) $821 Shares 9,486 Est. Cost $112.78 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $819 Shares 9,888 Est. Cost $77.90 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $813 Shares 5,716 Est. Cost $153.06 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $811 Shares 8,308 Est. Cost $77.04 Unrealized +9.7%
T AT&T INC 0.2%
Value ($000) $808 Shares 50,670 Est. Cost $17.78 Unrealized -16.8%
SIXG ETF SER SOLUTIONS 0.2%
Value ($000) $803 Shares 23,854 Est. Cost $32.93 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $795 Shares 10,365 Est. Cost $64.30 Unrealized +20.5%
BLOK AMPLIFY ETF TR 0.2%
Value ($000) $781 Shares 34,346 Est. Cost $29.11 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $753 Shares 7,001 Est. Cost $129.21 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $752 Shares 15,973 Est. Cost $45.61 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $740 Shares 16,206 Est. Cost $36.31 Unrealized
IFRA ISHARES TR 0.1%
Value ($000) $729 Shares 18,649 Est. Cost $34.67 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $724 Shares 17,642 Est. Cost $51.62 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $716 Shares 46,721 Est. Cost $24.36 Unrealized -53.3%
PAVE GLOBAL X FDS 0.1%
Value ($000) $702 Shares 22,326 Est. Cost $25.95 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $697 Shares 2,831 Est. Cost $183.60 Unrealized +21.3%
QQQE DIREXION SHS ETF TR 0.1%
Value ($000) $690 Shares 8,960 Est. Cost $75.84 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $689 Shares 12,155 Est. Cost $56.72 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $685 Shares 17,080 Est. Cost $38.84 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $684 Shares 13,052 Est. Cost $62.36 Unrealized
JMSB JOHN MARSHALL BANCORP INC 0.1%
Value ($000) $682 Shares 33,971 Est. Cost $24.86 Unrealized -19.9%
HERO GLOBAL X FDS 0.1%
Value ($000) $680 Shares 33,172 Est. Cost $18.90 Unrealized
HYLB DBX ETF TR 0.1%
Value ($000) $677 Shares 19,635 Est. Cost $39.74 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $677 Shares 21,704 Est. Cost $29.58 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $677 Shares 4,128 Est. Cost $124.69 Unrealized +12.5%
SO SOUTHERN CO 0.1%
Value ($000) $676 Shares 9,630 Est. Cost $60.60 Unrealized +7.8%
COWZ PACER FDS TR 0.1%
Value ($000) $676 Shares 14,125 Est. Cost $48.13 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $670 Shares 15,695 Est. Cost $39.49 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $669 Shares 4,117 Est. Cost $171.64 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $668 Shares 13,600 Est. Cost $40.31 Unrealized +10.4%
ETN EATON CORP PLC 0.1%
Value ($000) $667 Shares 3,318 Est. Cost $123.34 Unrealized +38.1%
EXI ISHARES TR 0.1%
Value ($000) $663 Shares 5,516 Est. Cost $106.49 Unrealized
SPMD SPDR SER TR 0.1%
Value ($000) $662 Shares 14,425 Est. Cost $45.80 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $652 Shares 15,684 Est. Cost $40.11 Unrealized -8.6%
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $651 Shares 26,450 Est. Cost $25.46 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $649 Shares 1,154 Est. Cost $131.29 Unrealized -23.8%
IWM ISHARES TR 0.1%
Value ($000) $635 Shares 3,393 Est. Cost $200.11 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $631 Shares 8,460 Est. Cost $80.95 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $627 Shares 5,707 Est. Cost $56.49 Unrealized +41.3%
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $622 Shares 3,713 Est. Cost $170.51 Unrealized
IDNA ISHARES TR 0.1%
Value ($000) $611 Shares 26,155 Est. Cost $24.78 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $584 Shares 4,553 Est. Cost $153.30 Unrealized -23.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $583 Shares 5,119 Est. Cost $120.52 Unrealized -13.7%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $577 Shares 14,929 Est. Cost $34.65 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $575 Shares 17,182 Est. Cost $47.22 Unrealized -34.9%
BLACKROCK INC 0.1%
Value ($000) $566 Shares 819 Est. Cost $593.34 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $559 Shares 4,241 Est. Cost $150.41 Unrealized -10.3%
GABELLI EQUITY TR INC 0.1%
Value ($000) $559 Shares 96,431 Est. Cost $6.67 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $559 Shares 4,941 Est. Cost $107.53 Unrealized -2.6%
CWB SPDR SER TR 0.1%
Value ($000) $558 Shares 7,971 Est. Cost $81.13 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $549 Shares 1,246 Est. Cost $33.97 Unrealized +8.4%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $545 Shares 8,130 Est. Cost $53.74 Unrealized
IYC ISHARES TR 0.1%
Value ($000) $522 Shares 7,329 Est. Cost $72.77 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $516 Shares 1,161 Est. Cost $429.09 Unrealized +3.2%
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $515 Shares 13,662 Est. Cost $38.60 Unrealized
IYH ISHARES TR 0.1%
Value ($000) $507 Shares 1,808 Est. Cost $290.24 Unrealized
CATH GLOBAL X FDS 0.1%
Value ($000) $506 Shares 9,286 Est. Cost $47.00 Unrealized
IYJ ISHARES TR 0.1%
Value ($000) $504 Shares 4,753 Est. Cost $96.46 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $501 Shares 1,641 Est. Cost $250.28 Unrealized +12.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $469 Shares 2,608 Est. Cost $168.47 Unrealized -5.6%
PWR QUANTA SVCS INC 0.1%
Value ($000) $468 Shares 2,383 Est. Cost $142.53 Unrealized +22.0%
IYK ISHARES TR 0.1%
Value ($000) $467 Shares 2,334 Est. Cost $202.78 Unrealized
VAW VANGUARD WORLD FDS 0.1%
Value ($000) $460 Shares 2,527 Est. Cost $157.00 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $459 Shares 6,639 Est. Cost $80.68 Unrealized -20.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $459 Shares 10,130 Est. Cost $33.12 Unrealized +10.4%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $458 Shares 1,734 Est. Cost $223.48 Unrealized +8.3%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $455 Shares 6,824 Est. Cost $204.02 Unrealized -66.7%
SPYV SPDR SER TR 0.1%
Value ($000) $455 Shares 10,530 Est. Cost $38.50 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $453 Shares 2,204 Est. Cost $254.82 Unrealized
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $451 Shares 1,591 Est. Cost $274.70 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $441 Shares 6,536 Est. Cost $64.91 Unrealized
COPX GLOBAL X FDS 0.1%
Value ($000) $439 Shares 11,659 Est. Cost $38.33 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $436 Shares 3,659 Est. Cost $75.65 Unrealized +32.7%
ECL ECOLAB INC 0.1%
Value ($000) $433 Shares 2,320 Est. Cost $215.53 Unrealized -22.4%
PCEF INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $425 Shares 23,530 Est. Cost $18.08 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $421 Shares 6,978 Est. Cost $54.76 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $417 Shares 3,093 Est. Cost $118.13 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $414 Shares 1,211 Est. Cost $292.49 Unrealized +3.4%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $407 Shares 8,824 Est. Cost $53.90 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $394 Shares 7,114 Est. Cost $54.60 Unrealized
PROSHARES TR 0.1%
Value ($000) $391 Shares 28,183 Est. Cost $17.27 Unrealized
ITM VANECK ETF TRUST 0.1%
Value ($000) $385 Shares 8,358 Est. Cost $49.91 Unrealized
RSPC INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $383 Shares 13,453 Est. Cost $25.13 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $381 Shares 4,523 Est. Cost $74.36 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $380 Shares 2,629 Est. Cost $139.59 Unrealized -12.4%
KELLOGG CO 0.1%
Value ($000) $378 Shares 5,607 Est. Cost $60.48 Unrealized -3.6%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $377 Shares 1,072 Est. Cost $258.14 Unrealized +30.5%
GOVT ISHARES TR 0.1%
Value ($000) $376 Shares 16,412 Est. Cost $22.90 Unrealized
IXC ISHARES TR 0.1%
Value ($000) $373 Shares 10,034 Est. Cost $29.16 Unrealized
GIGB GOLDMAN SACHS ETF TR 0.1%
Value ($000) $371 Shares 8,191 Est. Cost $45.26 Unrealized
PFFD GLOBAL X FDS 0.1%
Value ($000) $369 Shares 19,019 Est. Cost $25.76 Unrealized
EOG EOG RES INC 0.1%
Value ($000) $362 Shares 3,164 Est. Cost $117.82 Unrealized -11.4%
SDY SPDR SER TR 0.1%
Value ($000) $362 Shares 2,951 Est. Cost $108.80 Unrealized
BBBY OVERSTOCK COM INC DEL 0.1%
Value ($000) $360 Shares 11,050 Est. Cost $23.51 Unrealized -13.6%
IVE ISHARES TR 0.1%
Value ($000) $357 Shares 2,216 Est. Cost $142.58 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $356 Shares 2,994 Est. Cost $139.22 Unrealized -22.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $353 Shares 1,605 Est. Cost $210.07 Unrealized -3.2%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $352 Shares 18,042 Est. Cost $37.99 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $352 Shares 3,536 Est. Cost $113.42 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $347 Shares 2,735 Est. Cost $152.73 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $347 Shares 3,210 Est. Cost $130.43 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $345 Shares 1,980 Est. Cost $155.55 Unrealized +0.4%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $344 Shares 1,729 Est. Cost $198.88 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $344 Shares 769 Est. Cost $435.08 Unrealized +12.2%
KWEB KRANESHARES TR 0.1%
Value ($000) $344 Shares 12,767 Est. Cost $31.88 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $340 Shares 159 Est. Cost $33.53 Unrealized +18.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $338 Shares 18,002 Est. Cost $10.51 Unrealized +36.8%
PLD PROLOGIS INC. 0.1%
Value ($000) $338 Shares 2,757 Est. Cost $107.15 Unrealized +5.3%
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $332 Shares 7,037 Est. Cost $33.14 Unrealized +37.0%
PSX PHILLIPS 66 0.1%
Value ($000) $329 Shares 3,453 Est. Cost $78.09 Unrealized +13.4%
CCI CROWN CASTLE INC 0.1%
Value ($000) $328 Shares 2,879 Est. Cost $121.41 Unrealized -15.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $325 Shares 1,322 Est. Cost $185.31 Unrealized +15.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $323 Shares 5,115 Est. Cost $77.39 Unrealized -18.0%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $322 Shares 5,468 Est. Cost $57.29 Unrealized 0.0%
PTMC PACER FDS TR 0.1%
Value ($000) $316 Shares 9,597 Est. Cost $34.80 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $315 Shares 3,372 Est. Cost $107.42 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $313 Shares 11,860 Est. Cost $25.90 Unrealized
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $312 Shares 9,241 Est. Cost $31.47 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $311 Shares 433 Est. Cost $513.72 Unrealized +49.3%
C CITIGROUP INC 0.1%
Value ($000) $307 Shares 6,673 Est. Cost $47.71 Unrealized -10.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $305 Shares 1,564 Est. Cost $162.72 Unrealized +8.7%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $304 Shares 2,689 Est. Cost $105.23 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $303 Shares 4,306 Est. Cost $57.86 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $298 Shares 6,044 Est. Cost $52.84 Unrealized
REMX VANECK ETF TRUST 0.1%
Value ($000) $295 Shares 3,549 Est. Cost $94.72 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $293 Shares 1,858 Est. Cost $167.92 Unrealized
SCHK SCHWAB STRATEGIC TR 0.1%
Value ($000) $284 Shares 6,636 Est. Cost $46.50 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $283 Shares 4,382 Est. Cost $44.29 Unrealized +27.6%
BLACKROCK DEBT STRATEGIES FD 0.1%
Value ($000) $282 Shares 28,789 Est. Cost $10.48 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $281 Shares 5,533 Est. Cost $49.56 Unrealized
NAAS TECHNOLOGY INC 0.1%
Value ($000) $280 Shares 52,514 Est. Cost $7.61 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $274 Shares 1,215 Est. Cost $219.01 Unrealized -9.7%
O REALTY INCOME CORP 0.1%
Value ($000) $273 Shares 4,567 Est. Cost $55.14 Unrealized -4.7%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $271 Shares 1,843 Est. Cost $176.86 Unrealized -21.2%
USRT ISHARES TR 0.1%
Value ($000) $268 Shares 5,221 Est. Cost $47.50 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $268 Shares 2,748 Est. Cost $93.89 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $267 Shares 1,291 Est. Cost $239.56 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $267 Shares 6,380 Est. Cost $44.62 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $266 Shares 20,946 Est. Cost $12.51 Unrealized
DLTR DOLLAR TREE INC 0.1%
Value ($000) $264 Shares 1,842 Est. Cost $144.19 Unrealized +2.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $264 Shares 2,550 Est. Cost $83.84 Unrealized +12.7%
MLCO MELCO RESORTS AND ENTMNT LTD 0.1%
Value ($000) $262 Shares 21,450 Est. Cost $11.81 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.1%
Value ($000) $262 Shares 20,484 Est. Cost $14.75 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $261 Shares 3,579 Est. Cost $55.89 Unrealized +22.6%
PII POLARIS INC 0.1%
Value ($000) $260 Shares 2,150 Est. Cost $117.80 Unrealized -6.2%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $258 Shares 4,162 Est. Cost $77.17 Unrealized -26.7%
AFL AFLAC INC 0.0%
Value ($000) $255 Shares 3,660 Est. Cost $57.39 Unrealized +10.2%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $255 Shares 4,547 Est. Cost $63.59 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $255 Shares 2,338 Est. Cost $99.89 Unrealized +1.6%
IMCG ISHARES TR 0.0%
Value ($000) $252 Shares 4,140 Est. Cost $51.93 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $249 Shares 2,754 Est. Cost $86.15 Unrealized -7.0%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $248 Shares 4,558 Est. Cost $61.04 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $247 Shares 3,298 Est. Cost $63.59 Unrealized
CLEARBRIDGE MLP AND MIDSTRM 0.0%
Value ($000) $247 Shares 7,123 Est. Cost $33.36 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $243 Shares 3,159 Est. Cost $58.71 Unrealized +23.6%
IJJ ISHARES TR 0.0%
Value ($000) $242 Shares 2,255 Est. Cost $94.09 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $242 Shares 3,858 Est. Cost $55.02 Unrealized +3.8%
BLACKROCK MUN TARGET TERM TR 0.0%
Value ($000) $239 Shares 11,520 Est. Cost $25.93 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $238 Shares 3,962 Est. Cost $51.51 Unrealized
KIE SPDR SER TR 0.0%
Value ($000) $235 Shares 5,758 Est. Cost $34.18 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $235 Shares 2,668 Est. Cost $94.63 Unrealized -16.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $234 Shares 5,851 Est. Cost $24.67 Unrealized +49.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $229 Shares 3,496 Est. Cost $64.93 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $228 Shares 6,051 Est. Cost $34.25 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $225 Shares 4,020 Est. Cost $52.51 Unrealized -2.1%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $223 Shares 2,302 Est. Cost $97.00 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $220 Shares 34,060 Est. Cost $7.43 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $220 Shares 582 Est. Cost $313.51 Unrealized +17.7%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $218 Shares 1,258 Est. Cost $153.18 Unrealized +3.6%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $218 Shares 2,589 Est. Cost $72.79 Unrealized +9.8%
IJH ISHARES TR 0.0%
Value ($000) $217 Shares 831 Est. Cost $261.48 Unrealized
IUSB ISHARES TR 0.0%
Value ($000) $217 Shares 4,764 Est. Cost $53.89 Unrealized
KBE SPDR SER TR 0.0%
Value ($000) $216 Shares 6,004 Est. Cost $45.15 Unrealized
FLRT PACER FDS TR 0.0%
Value ($000) $215 Shares 4,671 Est. Cost $45.97 Unrealized
FTXN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $213 Shares 8,091 Est. Cost $27.96 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 0.0%
Value ($000) $212 Shares 4,273 Est. Cost $49.78 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $212 Shares 4,333 Est. Cost $58.52 Unrealized
IMCV ISHARES TR 0.0%
Value ($000) $210 Shares 3,300 Est. Cost $62.05 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $210 Shares 9,679 Est. Cost $21.70 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $209 Shares 3,639 Est. Cost $49.82 Unrealized +13.7%
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $205 Shares 2,573 Est. Cost $80.86 Unrealized -10.6%
MDYV SPDR SER TR 0.0%
Value ($000) $205 Shares 2,982 Est. Cost $68.78 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.0%
Value ($000) $204 Shares 2,221 Est. Cost $76.26 Unrealized -0.4%
XYL XYLEM INC 0.0%
Value ($000) $204 Shares 1,808 Est. Cost $102.49 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $202 Shares 13,710 Est. Cost $19.27 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $202 Shares 4,264 Est. Cost $41.40 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $202 Shares 2,013 Est. Cost $89.98 Unrealized -13.8%
HLAL LISTED FD TR 0.0%
Value ($000) $201 Shares 4,708 Est. Cost $42.78 Unrealized
VALE VALE S A 0.0%
Value ($000) $195 Shares 14,543 Est. Cost $13.68 Unrealized
ENVX ENOVIX CORPORATION 0.0%
Value ($000) $180 Shares 10,000 Est. Cost $14.06 Unrealized -5.4%
INFY INFOSYS LTD 0.0%
Value ($000) $180 Shares 11,200 Est. Cost $18.01 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $180 Shares 17,293 Est. Cost $5.96 Unrealized +10.8%
MARA MARATHON DIGITAL HOLDINGS IN 0.0%
Value ($000) $167 Shares 12,050 Est. Cost $10.06 Unrealized 0.0%
NVTS NAVITAS SEMICONDUCTOR CORP 0.0%
Value ($000) $165 Shares 15,698 Est. Cost $4.29 Unrealized +80.6%
XPEV XPENG INC 0.0%
Value ($000) $141 Shares 10,536 Est. Cost $13.42 Unrealized
CORNERSTONE STRATEGIC VALUE 0.0%
Value ($000) $139 Shares 16,607 Est. Cost $12.32 Unrealized
TEUCRIUM COMMODITY TR 0.0%
Value ($000) $137 Shares 21,347 Est. Cost $6.44 Unrealized
FREYEUR FREYR BATTERY 0.0%
Value ($000) $131 Shares 14,025 Est. Cost $8.32 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $116 Shares 10,014 Est. Cost $12.38 Unrealized
SILVERCREST METALS INC 0.0%
Value ($000) $106 Shares 18,007 Est. Cost $7.89 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.0%
Value ($000) $82 Shares 10,514 Est. Cost $7.79 Unrealized
CHICOS FAS INC 0.0%
Value ($000) $54 Shares 10,000 Est. Cost $4.97 Unrealized
FORTUNA SILVER MINES INC 0.0%
Value ($000) $49 Shares 15,000 Est. Cost $3.93 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $48 Shares 10,500 Est. Cost $4.25 Unrealized
BWEN BROADWIND INC 0.0%
Value ($000) $41 Shares 10,800 Est. Cost $1.88 Unrealized +122.0%
STARTEK INC 0.0%
Value ($000) $38 Shares 12,951 Est. Cost $3.75 Unrealized
VIZSLA SILVER CORP 0.0%
Value ($000) $37 Shares 29,999 Est. Cost $2.00 Unrealized
FARADAY FUTRE INTLGT ELCTR I 0.0%
Value ($000) $28 Shares 140,000 Est. Cost $0.20 Unrealized
BIONANO GENOMICS INC 0.0%
Value ($000) $6 Shares 10,000 Est. Cost $1.46 Unrealized