Arkadios Wealth Advisors Diversified Active

Location: Atlanta, GA

CIK: 0001800798 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 18, 2026

Total Value: $6.129B (100.0% shares, 0.0% debt)

Holdings (1,694)

New Positions (247)

AVRY AVORY FOUNDATIONAL ETF 0.5%
Value $32.19M Shares 1,506,450 Est. Cost $21.36 Unrealized
JMEE JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF 0.4%
Value $27.22M Shares 407,600 Est. Cost $66.77 Unrealized
HYFI AB HIGH YIELD ETF 0.4%
Value $24.4M Shares 656,146 Est. Cost $37.19 Unrealized
FID FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF 0.2%
Value $15.3M Shares 730,434 Est. Cost $20.95 Unrealized
CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 0.2%
Value $13.79M Shares 428,995 Est. Cost $32.15 Unrealized
LOWV AB US LOW VOLATILITY EQUITY ETF 0.2%
Value $11.62M Shares 157,336 Est. Cost $73.88 Unrealized
SH PROSHARES SHORT S&P500 0.2%
Value $10.77M Shares 283,914 Est. Cost $37.93 Unrealized
DOG PROSHARES SHORT DOW30 0.2%
Value $9.56M Shares 391,502 Est. Cost $24.42 Unrealized
PSQ PROSHARES SHORT QQQ 0.2%
Value $9.522M Shares 295,809 Est. Cost $32.19 Unrealized
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF 0.2%
Value $9.312M Shares 178,969 Est. Cost $52.03 Unrealized
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.1%
Value $8.413M Shares 111,077 Est. Cost $75.74 Unrealized
PIMCO MUN INCOME FD II COM 0.1%
Value $8.24M Shares 1,088,510 Est. Cost $7.57 Unrealized
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.1%
Value $7.835M Shares 273,366 Est. Cost $28.66 Unrealized
LRGC AB US LARGE CAP STRATEGIC EQUITIES ETF 0.1%
Value $7.549M Shares 102,701 Est. Cost $73.50 Unrealized
HIDV AB US HIGH DIVIDEND ETF 0.1%
Value $7.372M Shares 94,914 Est. Cost $77.67 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value $5.734M Shares 55,442 Est. Cost $103.43 Unrealized
FTXO FIRST TRUST NASDAQ BANK ETF 0.1%
Value $5.704M Shares 157,712 Est. Cost $36.17 Unrealized
USO UNITED STATES OIL FUND LP 0.1%
Value $5.326M Shares 41,855 Est. Cost $127.25 Unrealized
AZN ASTRAZENECA PLC ORD 0.1%
Value $4.247M Shares 21,533 Est. Cost $190.39 Unrealized 0.0%
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A 0.1%
Value $4.165M Shares 335,098 Est. Cost $13.92 Unrealized 0.0%
SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 0.1%
Value $4.154M Shares 162,128 Est. Cost $25.62 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.1%
Value $3.873M Shares 114,008 Est. Cost $33.97 Unrealized
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.1%
Value $3.226M Shares 89,871 Est. Cost $35.90 Unrealized
JBND JPMORGAN ACTIVE BOND ETF 0.0%
Value $3.035M Shares 56,436 Est. Cost $53.77 Unrealized
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF 0.0%
Value $2.896M Shares 44,039 Est. Cost $65.77 Unrealized
INVESCO VALUE MUN INCOME TR COM 0.0%
Value $2.849M Shares 234,328 Est. Cost $12.16 Unrealized
DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF 0.0%
Value $2.586M Shares 54,009 Est. Cost $47.88 Unrealized
DFCF DIMENSIONAL CORE FIXED INCOME ETF 0.0%
Value $2.419M Shares 57,290 Est. Cost $42.22 Unrealized
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value $2.414M Shares 53,508 Est. Cost $45.12 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.0%
Value $2.28M Shares 42,143 Est. Cost $54.09 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value $2.194M Shares 41,575 Est. Cost $52.78 Unrealized
ZWS ZURN ELKAY WATER SOLNS CORP COM 0.0%
Value $2.076M Shares 46,301 Est. Cost $48.46 Unrealized 0.0%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value $1.986M Shares 42,191 Est. Cost $47.08 Unrealized
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value $1.976M Shares 58,908 Est. Cost $33.54 Unrealized
XLII STATE STREET INDUSTRIAL SELECT SECTOR SPDR PREMIUM INCOME ETF 0.0%
Value $1.937M Shares 80,271 Est. Cost $24.13 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value $1.929M Shares 43,058 Est. Cost $44.80 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value $1.926M Shares 16,773 Est. Cost $95.71 Unrealized 0.0%
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value $1.91M Shares 30,354 Est. Cost $62.94 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $1.853M Shares 90,771 Est. Cost $20.41 Unrealized
TYRA TYRA BIOSCIENCES INC COM 0.0%
Value $1.822M Shares 47,567 Est. Cost $30.25 Unrealized 0.0%
EATON VANCE TX ADV GLBL DIV FD COM 0.0%
Value $1.786M Shares 88,776 Est. Cost $20.12 Unrealized
TRI THOMSON REUTERS CORP COM 0.0%
Value $1.775M Shares 19,729 Est. Cost $107.05 Unrealized 0.0%
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value $1.579M Shares 26,683 Est. Cost $59.19 Unrealized
MNDY MONDAY COM LTD SHS 0.0%
Value $1.534M Shares 22,190 Est. Cost $109.41 Unrealized 0.0%
ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF 0.0%
Value $1.511M Shares 16,819 Est. Cost $89.86 Unrealized
RIVERNORTH MANAGED DUR MUN INM COM 0.0%
Value $1.472M Shares 107,967 Est. Cost $13.63 Unrealized
JIVE JPMORGAN INTERNATIONAL VALUE ETF 0.0%
Value $1.435M Shares 16,758 Est. Cost $85.64 Unrealized
REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 0.0%
Value $1.335M Shares 15,167 Est. Cost $88.00 Unrealized
BLCR ISHARES LARGE CAP CORE ACTIVE ETF 0.0%
Value $1.331M Shares 32,415 Est. Cost $41.06 Unrealized
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value $1.319M Shares 52,512 Est. Cost $25.11 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value $1.276M Shares 23,919 Est. Cost $53.33 Unrealized
YLDE FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF 0.0%
Value $1.243M Shares 23,025 Est. Cost $53.99 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value $1.184M Shares 29,518 Est. Cost $40.10 Unrealized
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.0%
Value $1.119M Shares 23,451 Est. Cost $47.70 Unrealized
GDE WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND 0.0%
Value $1.097M Shares 17,441 Est. Cost $62.90 Unrealized
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value $1.082M Shares 41,140 Est. Cost $26.30 Unrealized
CECO CECO ENVIRONMENTAL CORP COM 0.0%
Value $1.066M Shares 17,888 Est. Cost $68.79 Unrealized 0.0%
ST SENSATA TECHNOLOGIES HLDG PLC SHS 0.0%
Value $1.06M Shares 30,103 Est. Cost $35.80 Unrealized 0.0%
JTEK JPMORGAN U.S. TECH LEADERS ETF 0.0%
Value $1.056M Shares 13,279 Est. Cost $79.54 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value $1.029M Shares 10,977 Est. Cost $93.74 Unrealized
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 0.0%
Value $1.02M Shares 19,884 Est. Cost $51.28 Unrealized
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value $1.001M Shares 10,580 Est. Cost $94.58 Unrealized
FSCC FEDERATED HERMES MDT SMALL CAP CORE ETF 0.0%
Value $943K Shares 31,763 Est. Cost $29.69 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value $919K Shares 18,328 Est. Cost $50.12 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value $870K Shares 74,961 Est. Cost $12.61 Unrealized 0.0%
DFAR DIMENSIONAL US REAL ESTATE ETF 0.0%
Value $863K Shares 36,471 Est. Cost $23.65 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value $848K Shares 5,000 Est. Cost $103.47 Unrealized +34.1%
PGX INVESCO PREFERRED ETF 0.0%
Value $844K Shares 77,538 Est. Cost $10.88 Unrealized
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF 0.0%
Value $827K Shares 24,561 Est. Cost $33.67 Unrealized
BGIG BAHL & GAYNOR INCOME GROWTH ETF 0.0%
Value $787K Shares 23,672 Est. Cost $33.26 Unrealized
ROUS HARTFORD MULTIFACTOR US EQUITY ETF 0.0%
Value $776K Shares 13,146 Est. Cost $59.04 Unrealized
ALPHA ARCHITECT TAIL RISK ETF 0.0%
Value $762K Shares 8,394 Est. Cost $90.76 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value $757K Shares 31,214 Est. Cost $24.24 Unrealized
YEAR AB ULTRA SHORT INCOME ETF 0.0%
Value $739K Shares 14,642 Est. Cost $50.48 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.0%
Value $736K Shares 20,774 Est. Cost $35.44 Unrealized
CASY CASEYS GEN STORES INC COM 0.0%
Value $695K Shares 955 Est. Cost $631.07 Unrealized 0.0%
SNDK SANDISK CORP COM 0.0%
Value $666K Shares 1,048 Est. Cost $516.50 Unrealized 0.0%
IFLN INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF 0.0%
Value $654K Shares 36,437 Est. Cost $17.94 Unrealized
PZZA PAPA JOHNS INTL INC COM 0.0%
Value $650K Shares 20,040 Est. Cost $35.19 Unrealized 0.0%
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value $647K Shares 58,692 Est. Cost $11.02 Unrealized
SNTH MRP SYNTHEQUITY ETF 0.0%
Value $645K Shares 24,581 Est. Cost $26.24 Unrealized
HBNC HORIZON BANCORP IND COM 0.0%
Value $602K Shares 36,355 Est. Cost $17.65 Unrealized 0.0%
IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 0.0%
Value $571K Shares 17,462 Est. Cost $32.72 Unrealized
AEE AMEREN CORP COM 0.0%
Value $554K Shares 5,039 Est. Cost $104.65 Unrealized 0.0%
TUSI TOUCHSTONE ULTRA SHORT INCOME ETF 0.0%
Value $552K Shares 21,816 Est. Cost $25.32 Unrealized
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY 0.0%
Value $541K Shares 12,733 Est. Cost $42.51 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value $538K Shares 8,272 Est. Cost $65.04 Unrealized
MDLN MEDLINE INC COM CL A 0.0%
Value $530K Shares 11,916 Est. Cost $44.84 Unrealized 0.0%
UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY 0.0%
Value $525K Shares 14,472 Est. Cost $36.30 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value $519K Shares 10,811 Est. Cost $48.02 Unrealized
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value $508K Shares 9,181 Est. Cost $55.36 Unrealized
RBRK RUBRIK INC. CL A 0.0%
Value $506K Shares 10,328 Est. Cost $60.64 Unrealized 0.0%
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value $504K Shares 10,536 Est. Cost $47.83 Unrealized
XDQQ INNOVATOR GROWTH ACCELERATED ETF - QUARTERLY 0.0%
Value $492K Shares 13,304 Est. Cost $36.99 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF 0.0%
Value $488K Shares 11,304 Est. Cost $43.13 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value $479K Shares 13,481 Est. Cost $35.52 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value $476K Shares 11,098 Est. Cost $43.77 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value $463K Shares 4,224 Est. Cost $128.42 Unrealized 0.0%
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value $459K Shares 9,979 Est. Cost $45.97 Unrealized
REG REGENCY CTRS CORP COM 0.0%
Value $449K Shares 5,934 Est. Cost $67.96 Unrealized 0.0%
ILCV ISHARES MORNINGSTAR VALUE ETF 0.0%
Value $447K Shares 4,799 Est. Cost $93.14 Unrealized
R RYDER SYS INC COM 0.0%
Value $433K Shares 2,115 Est. Cost $203.09 Unrealized 0.0%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.0%
Value $430K Shares 12,767 Est. Cost $35.57 Unrealized 0.0%
PVI INVESCO FLOATING RATE MUNICIPAL INCOME ETF 0.0%
Value $426K Shares 17,121 Est. Cost $24.87 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 0.0%
Value $423K Shares 4,413 Est. Cost $95.82 Unrealized
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 0.0%
Value $421K Shares 5,125 Est. Cost $82.09 Unrealized
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value $406K Shares 13,904 Est. Cost $29.18 Unrealized
PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value $401K Shares 5,739 Est. Cost $69.90 Unrealized
SFST SOUTHERN FIRST BANCSHARES COM 0.0%
Value $398K Shares 7,296 Est. Cost $56.49 Unrealized 0.0%
MGC VANGUARD MEGA CAP ETF 0.0%
Value $392K Shares 1,659 Est. Cost $236.36 Unrealized
LTM LATAM AIRLINES GROUP SA SPONSORED ADR 0.0%
Value $388K Shares 7,840 Est. Cost $49.44 Unrealized
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value $384K Shares 11,151 Est. Cost $34.45 Unrealized
BJUL INNOVATOR U.S. EQUITY BUFFER ETF - JULY 0.0%
Value $383K Shares 7,709 Est. Cost $49.69 Unrealized
PDYN PALLADYNE AI CORP COM NEW 0.0%
Value $375K Shares 61,821 Est. Cost $6.66 Unrealized 0.0%
TGRT T. ROWE PRICE GROWTH ETF 0.0%
Value $373K Shares 9,493 Est. Cost $39.31 Unrealized
BIRK BIRKENSTOCK HOLDING PLC COM SHS 0.0%
Value $372K Shares 10,388 Est. Cost $39.95 Unrealized 0.0%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value $370K Shares 5,221 Est. Cost $70.91 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value $370K Shares 1,842 Est. Cost $200.83 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value $369K Shares 45,895 Est. Cost $8.04 Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.0%
Value $364K Shares 43,489 Est. Cost $8.38 Unrealized
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value $363K Shares 4,829 Est. Cost $75.20 Unrealized
BAPR INNOVATOR U.S. EQUITY BUFFER ETF - APRIL 0.0%
Value $361K Shares 7,363 Est. Cost $48.98 Unrealized
FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF 0.0%
Value $354K Shares 17,041 Est. Cost $20.75 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE GA COM 0.0%
Value $342K Shares 10,863 Est. Cost $34.12 Unrealized 0.0%
UI UBIQUITI INC COM 0.0%
Value $341K Shares 431 Est. Cost $618.15 Unrealized 0.0%
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value $339K Shares 12,705 Est. Cost $26.72 Unrealized
BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value $337K Shares 3,389 Est. Cost $99.44 Unrealized
CALF PACER US SMALL CAP CASH COWS ETF 0.0%
Value $333K Shares 7,432 Est. Cost $44.87 Unrealized
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF 0.0%
Value $333K Shares 7,843 Est. Cost $42.44 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value $332K Shares 1,431 Est. Cost $214.52 Unrealized 0.0%
TNET TRINET GROUP INC COM 0.0%
Value $326K Shares 8,939 Est. Cost $54.00 Unrealized 0.0%
AVSF AVANTIS SHORT-TERM FIXED INCOME ETF 0.0%
Value $323K Shares 6,903 Est. Cost $46.81 Unrealized
ZS ZSCALER INC COM 0.0%
Value $319K Shares 2,277 Est. Cost $193.32 Unrealized 0.0%
TER TERADYNE INC COM 0.0%
Value $317K Shares 1,070 Est. Cost $265.87 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value $315K Shares 3,355 Est. Cost $131.33 Unrealized 0.0%
SHLD GLOBAL X DEFENSE TECH ETF 0.0%
Value $311K Shares 4,386 Est. Cost $70.84 Unrealized
SILA SILA REALTY TRUST INC CLASS A 0.0%
Value $311K Shares 13,121 Est. Cost $23.68 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value $310K Shares 10,264 Est. Cost $30.19 Unrealized
ORCL ORACLE CORP COM 0.0%
Value $309K Shares 2,100 Est. Cost $150.38 Unrealized +12.8%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value $304K Shares 10,924 Est. Cost $27.85 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value $304K Shares 5,963 Est. Cost $50.98 Unrealized
MKSI MKS INC. COM 0.0%
Value $301K Shares 1,311 Est. Cost $225.13 Unrealized 0.0%
NVT NVENT ELEC PLC SHS 0.0%
Value $299K Shares 2,528 Est. Cost $112.33 Unrealized 0.0%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value $297K Shares 6,567 Est. Cost $45.26 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value $292K Shares 3,093 Est. Cost $94.57 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value $292K Shares 8,470 Est. Cost $37.10 Unrealized 0.0%
CLS CELESTICA INC COM 0.0%
Value $290K Shares 1,028 Est. Cost $300.95 Unrealized 0.0%
LST LEUTHOLD SELECT INDUSTRIES ETF 0.0%
Value $287K Shares 7,103 Est. Cost $40.45 Unrealized
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value $287K Shares 7,300 Est. Cost $39.32 Unrealized
FEMB FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF 0.0%
Value $286K Shares 9,957 Est. Cost $28.74 Unrealized
GLNG GOLAR LNG LTD SHS 0.0%
Value $284K Shares 5,253 Est. Cost $41.32 Unrealized 0.0%
UGI UGI CORP NEW COM 0.0%
Value $282K Shares 7,731 Est. Cost $38.23 Unrealized 0.0%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value $280K Shares 12,034 Est. Cost $23.26 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value $279K Shares 2,895 Est. Cost $104.16 Unrealized 0.0%
ISHARES LARGE CAP VALUE ACTIVE ETF 0.0%
Value $279K Shares 7,728 Est. Cost $36.12 Unrealized
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST 0.0%
Value $278K Shares 8,626 Est. Cost $32.25 Unrealized
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value $276K Shares 6,324 Est. Cost $43.59 Unrealized
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value $270K Shares 6,606 Est. Cost $40.80 Unrealized
TX TERNIUM SA SPONSORED ADS 0.0%
Value $264K Shares 6,570 Est. Cost $40.15 Unrealized
PSCT INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF 0.0%
Value $259K Shares 4,319 Est. Cost $60.07 Unrealized
AVT AVNET INC COM 0.0%
Value $258K Shares 4,187 Est. Cost $58.27 Unrealized 0.0%
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 0.0%
Value $257K Shares 5,750 Est. Cost $44.72 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.0%
Value $257K Shares 10,151 Est. Cost $25.33 Unrealized
PIPR PIPER SANDLER COMPANIES COM NEW 0.0%
Value $257K Shares 3,351 Est. Cost $76.55 Unrealized
IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF 0.0%
Value $256K Shares 10,000 Est. Cost $25.64 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value $256K Shares 11,132 Est. Cost $22.98 Unrealized
ESE ESCO TECHNOLOGIES INC COM 0.0%
Value $254K Shares 903 Est. Cost $239.60 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value $254K Shares 1,739 Est. Cost $136.80 Unrealized 0.0%
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value $254K Shares 2,979 Est. Cost $85.16 Unrealized
FYC FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND 0.0%
Value $253K Shares 2,610 Est. Cost $96.98 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.0%
Value $253K Shares 14,384 Est. Cost $17.80 Unrealized 0.0%
PNFP PINNACLE FINL PARTNERS INC COM 0.0%
Value $253K Shares 2,935 Est. Cost $97.40 Unrealized 0.0%
JIII JANUS HENDERSON INCOME ETF 0.0%
Value $250K Shares 5,048 Est. Cost $49.57 Unrealized
DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF 0.0%
Value $250K Shares 5,218 Est. Cost $47.93 Unrealized
BROS DUTCH BROS INC CL A 0.0%
Value $249K Shares 4,919 Est. Cost $56.86 Unrealized 0.0%
WIX WIX COM LTD SHS 0.0%
Value $249K Shares 2,761 Est. Cost $81.46 Unrealized 0.0%
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value $249K Shares 32,979 Est. Cost $7.54 Unrealized
NNN NNN REIT INC COM 0.0%
Value $245K Shares 5,820 Est. Cost $42.03 Unrealized
ROIV ROIVANT SCIENCES LTD SHS 0.0%
Value $242K Shares 8,723 Est. Cost $24.17 Unrealized 0.0%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value $240K Shares 7,409 Est. Cost $32.43 Unrealized
SYSB ISHARES SYSTEMATIC BOND ETF 0.0%
Value $237K Shares 2,666 Est. Cost $88.99 Unrealized
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value $234K Shares 2,767 Est. Cost $84.60 Unrealized
MOD MODINE MFG CO COM 0.0%
Value $231K Shares 1,068 Est. Cost $176.49 Unrealized 0.0%
GUGGENHEIM STRATEGIC OPPORTUN COM SBI 0.0%
Value $231K Shares 20,968 Est. Cost $11.02 Unrealized
PATH UIPATH INC CL A 0.0%
Value $230K Shares 20,705 Est. Cost $13.48 Unrealized 0.0%
SSL SASOL LTD SPONSORED ADR 0.0%
Value $228K Shares 17,606 Est. Cost $12.96 Unrealized
NGL NGL ENERGY PARTNERS LP COM UNIT REPST 0.0%
Value $228K Shares 18,496 Est. Cost $12.33 Unrealized
JXN JACKSON FINANCIAL INC COM CL A 0.0%
Value $228K Shares 2,155 Est. Cost $114.95 Unrealized 0.0%
NPFI NUVEEN PREFERRED AND INCOME ETF 0.0%
Value $223K Shares 8,666 Est. Cost $25.77 Unrealized
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value $222K Shares 5,603 Est. Cost $39.68 Unrealized
PSI INVESCO SEMICONDUCTORS ETF 0.0%
Value $221K Shares 2,339 Est. Cost $94.38 Unrealized
EQT EQT CORP COM 0.0%
Value $220K Shares 3,458 Est. Cost $55.27 Unrealized 0.0%
MLPA GLOBAL X MLP ETF 0.0%
Value $219K Shares 4,063 Est. Cost $53.86 Unrealized
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 0.0%
Value $219K Shares 8,992 Est. Cost $24.31 Unrealized
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.0%
Value $218K Shares 5,223 Est. Cost $41.83 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value $218K Shares 4,108 Est. Cost $53.14 Unrealized
BYRN BYRNA TECHNOLOGIES INC COM NEW 0.0%
Value $214K Shares 23,313 Est. Cost $14.80 Unrealized 0.0%
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value $213K Shares 4,681 Est. Cost $45.52 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value $213K Shares 1,332 Est. Cost $159.55 Unrealized
SIXP ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 MAR/SEP ETF 0.0%
Value $212K Shares 6,792 Est. Cost $31.26 Unrealized
FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF 0.0%
Value $211K Shares 8,518 Est. Cost $24.79 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.0%
Value $207K Shares 642 Est. Cost $270.51 Unrealized 0.0%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value $206K Shares 21,774 Est. Cost $9.48 Unrealized
LII LENNOX INTL INC COM 0.0%
Value $206K Shares 444 Est. Cost $526.73 Unrealized 0.0%
BRBR BELLRING BRANDS INC COMMON STOCK 0.0%
Value $206K Shares 12,799 Est. Cost $22.20 Unrealized 0.0%
EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF 0.0%
Value $206K Shares 4,327 Est. Cost $47.55 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value $206K Shares 2,121 Est. Cost $96.91 Unrealized
CNR CORE NATURAL RESOURCES INC COM SHS 0.0%
Value $205K Shares 1,961 Est. Cost $92.80 Unrealized 0.0%
FTI TECHNIPFMC PLC COM 0.0%
Value $205K Shares 2,969 Est. Cost $56.35 Unrealized 0.0%
IBHG ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF 0.0%
Value $205K Shares 9,250 Est. Cost $22.13 Unrealized
FMAR FT VEST US EQUITY BUFFER ETF - MARCH 0.0%
Value $202K Shares 4,172 Est. Cost $48.49 Unrealized
ONTO ONTO INNOVATION INC COM 0.0%
Value $201K Shares 981 Est. Cost $206.81 Unrealized 0.0%
KGC KINROSS GOLD CORP COM 0.0%
Value $201K Shares 6,574 Est. Cost $33.79 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $189K Shares 700 Est. Cost $402.02 Unrealized -23.2%
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value $173K Shares 10,717 Est. Cost $16.17 Unrealized
SND SMART SAND INC COM 0.0%
Value $170K Shares 33,266 Est. Cost $4.59 Unrealized 0.0%
SVOL SIMPLIFY VOLATILITY PREMIUM ETF 0.0%
Value $156K Shares 10,175 Est. Cost $15.34 Unrealized
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value $150K Shares 16,393 Est. Cost $13.73 Unrealized 0.0%
BLACKROCK FLOATING RATE INC TR COM 0.0%
Value $141K Shares 13,145 Est. Cost $10.76 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value $123K Shares 14,078 Est. Cost $9.24 Unrealized 0.0%
PIMCO HIGH INCOME FD COM SHS 0.0%
Value $117K Shares 25,259 Est. Cost $4.63 Unrealized
SCO PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL 0.0%
Value $108K Shares 12,987 Est. Cost $8.32 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value $90,439 Shares 10,949 Est. Cost $12.38 Unrealized 0.0%
WU WESTERN UN CO COM 0.0%
Value $89,276 Shares 10,226 Est. Cost $8.73 Unrealized
JBLU JETBLUE AIRWAYS CORP COM 0.0%
Value $88,400 Shares 20,000 Est. Cost $5.44 Unrealized 0.0%
ABT ABBOTT LABORATORIES COM 0.0%
Value $82,136 Shares 800 Est. Cost $120.97 Unrealized -4.6%
ADBE ADOBE INC COM 0.0%
Value $72,924 Shares 300 Est. Cost $410.24 Unrealized -29.3%
IOVA IOVANCE BIOTHERAPEUTICS INC COM 0.0%
Value $71,120 Shares 20,262 Est. Cost $2.68 Unrealized 0.0%
TMC TMC THE METALS COMPANY INC COM 0.0%
Value $65,721 Shares 14,073 Est. Cost $6.97 Unrealized 0.0%
CMCT CREATIVE MEDIA & CMNTY TR COM 0.0%
Value $54,430 Shares 88,590 Est. Cost $0.61 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $52,383 Shares 300 Est. Cost $216.73 Unrealized -7.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $44,390 Shares 2,300 Est. Cost $16.01 Unrealized
BITFUFU INC CL A ORD SHS 0.0%
Value $39,000 Shares 20,000 Est. Cost $1.95 Unrealized
ECC EAGLE POINT CREDIT COMPANY INC COM 0.0%
Value $38,210 Shares 10,162 Est. Cost $3.76 Unrealized
SERA SERA PROGNOSTICS INC CLASS A COM 0.0%
Value $25,172 Shares 12,400 Est. Cost $2.95 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.0%
Value $24,444 Shares 100 Est. Cost $165.24 Unrealized +37.9%
IAUX I-80 GOLD CORP COM 0.0%
Value $20,129 Shares 13,243 Est. Cost $1.76 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value $16,457 Shares 100 Est. Cost $121.64 Unrealized +47.7%
LDI LOANDEPOT INC COM CL A 0.0%
Value $14,227 Shares 10,019 Est. Cost $2.31 Unrealized 0.0%
SES SES AI CORPORATION CL A COM 0.0%
Value $11,969 Shares 12,442 Est. Cost $2.00 Unrealized 0.0%
TNYA TENAYA THERAPEUTICS INC COM 0.0%
Value $11,946 Shares 17,253 Est. Cost $0.73 Unrealized 0.0%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $11,862 Shares 100 Est. Cost $69.23 Unrealized +97.1%
ATCH ATLASCLEAR HOLDINGS INC COM SHS 0.0%
Value $7,952 Shares 40,000 Est. Cost $0.25 Unrealized 0.0%
PATH UIPATH INC CL A 0.0%
Value $6,660 Shares 600 Est. Cost $13.48 Unrealized 0.0%
BMNR BITMINE IMMERSION TECHS INC COM NEW 0.0%
Value $5,934 Shares 300 Est. Cost $37.33 Unrealized -31.9%
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value $4,152 Shares 200 Est. Cost $40.99 Unrealized -38.2%
XRXDW XEROX HOLDINGS CORP WT EXP 021128 0.0%
Value $1,417 Shares 15,656 Est. Cost $0.09 Unrealized

Increased Positions (791)

SYFI AB SHORT DURATION HIGH YIELD ETF 0.8%
Value $46.17M (+1679.7%) Shares 1,299,942 (+1700.2%) Est. Cost $35.52 Unrealized
JPIE JPMORGAN INCOME ETF 0.9%
Value $55.42M (+299.3%) Shares 1,203,036 (+301.2%) Est. Cost $46.14 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.6%
Value $34.37M (+385.3%) Shares 606,352 (+390.1%) Est. Cost $56.67 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.6%
Value $37.01M (+237.7%) Shares 735,163 (+237.6%) Est. Cost $50.33 Unrealized
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.4%
Value $26.33M (+3081.3%) Shares 1,062,860 (+3132.6%) Est. Cost $25.81 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.6%
Value $33.98M (+199.9%) Shares 861,728 (+191.4%) Est. Cost $37.54 Unrealized
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.4%
Value $24.65M (+593.9%) Shares 506,073 (+600.2%) Est. Cost $49.09 Unrealized
FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF 0.6%
Value $36.98M (+102.5%) Shares 546,687 (+107.6%) Est. Cost $64.98 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.8%
Value $50.49M (+56.3%) Shares 157,372 (+63.4%) Est. Cost $446.21 Unrealized
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 0.3%
Value $18.17M (+2526.4%) Shares 3,563,531 (+3144.4%) Est. Cost $5.13 Unrealized
PWV INVESCO LARGE CAP VALUE ETF 0.4%
Value $26.98M (+152.6%) Shares 387,000 (+141.0%) Est. Cost $92.75 Unrealized
JGRO JPMORGAN ACTIVE GROWTH ETF 0.3%
Value $16.33M (+5542.9%) Shares 193,170 (+6095.3%) Est. Cost $84.55 Unrealized
XOM EXXON MOBIL CORP COM 0.7%
Value $39.89M (+60.1%) Shares 235,091 (+13.5%) Est. Cost $103.47 Unrealized +34.1%
MSFT MICROSOFT CORP COM 1.4%
Value $87.9M (-14.5%) Shares 237,463 (+11.7%) Est. Cost $390.60 Unrealized +11.3%
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.4%
Value $27.31M (+78.0%) Shares 399,950 (+81.1%) Est. Cost $336.38 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value $23.61M (+80.8%) Shares 368,434 (+76.2%) Est. Cost $64.77 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.9%
Value $56.12M (+21.9%) Shares 496,194 (+32.9%) Est. Cost $104.19 Unrealized
BRTR ISHARES TOTAL RETURN ACTIVE ETF 0.2%
Value $13.89M (+238.2%) Shares 276,840 (+242.1%) Est. Cost $50.36 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.2%
Value $11.26M (+576.0%) Shares 126,091 (+566.5%) Est. Cost $88.80 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.9%
Value $55.84M (+20.6%) Shares 1,223,952 (+21.7%) Est. Cost $58.34 Unrealized
CVX CHEVRON CORPORATION COM 0.5%
Value $32.11M (+41.5%) Shares 155,177 (+4.2%) Est. Cost $143.52 Unrealized +19.8%
IVV ISHARES CORE S&P 500 ETF 1.7%
Value $107M (+9.1%) Shares 163,612 (+14.4%) Est. Cost $1111.98 Unrealized
CARY ANGEL OAK INCOME ETF 1.2%
Value $74M (+13.4%) Shares 3,562,484 (+13.7%) Est. Cost $20.57 Unrealized
GILD GILEAD SCIENCES INC COM 0.2%
Value $14.42M (+152.0%) Shares 103,457 (+121.9%) Est. Cost $114.37 Unrealized +21.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.7%
Value $41.98M (+25.4%) Shares 760,005 (+28.7%) Est. Cost $52.36 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.2%
Value $11.82M (+222.7%) Shares 277,821 (+231.1%) Est. Cost $42.57 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value $17.55M (+86.1%) Shares 571,918 (+66.4%) Est. Cost $41.61 Unrealized
ALAI ALGER AI ENABLERS & ADOPTERS ETF 0.6%
Value $38.19M (+24.4%) Shares 1,155,852 (+35.9%) Est. Cost $33.02 Unrealized
SCHP SCHWAB US TIPS ETF 0.1%
Value $7.663M (+2667.2%) Shares 287,970 (+2654.9%) Est. Cost $27.49 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value $8.615M (+514.2%) Shares 86,786 (+518.0%) Est. Cost $99.14 Unrealized
NVDA NVIDIA CORPORATION COM 2.4%
Value $147M (-4.7%) Shares 844,995 (+2.0%) Est. Cost $122.79 Unrealized +52.0%
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 0.2%
Value $12.66M (+126.0%) Shares 217,518 (+136.2%) Est. Cost $56.94 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.2%
Value $9.984M (+239.7%) Shares 435,812 (+241.4%) Est. Cost $22.93 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.2%
Value $14.03M (+96.4%) Shares 415,315 (+99.3%) Est. Cost $30.80 Unrealized
WMT WALMART INC COM 0.6%
Value $36.18M (+23.4%) Shares 291,100 (+10.6%) Est. Cost $76.01 Unrealized +60.5%
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value $7.395M (+922.8%) Shares 282,247 (+941.5%) Est. Cost $26.26 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.1%
Value $6.508M (+2100.5%) Shares 380,364 (+2177.6%) Est. Cost $17.20 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.4%
Value $25.25M (+32.0%) Shares 118,181 (+5.7%) Est. Cost $105.68 Unrealized +113.8%
SO SOUTHERN CO COM 0.3%
Value $19.54M (+45.3%) Shares 202,443 (+31.3%) Est. Cost $74.48 Unrealized +20.2%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.6%
Value $35.39M (+20.2%) Shares 238,986 (+16.4%) Est. Cost $153.83 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.1%
Value $7.452M (+379.2%) Shares 156,793 (+373.0%) Est. Cost $48.98 Unrealized
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.2%
Value $11.15M (+96.2%) Shares 106,142 (+113.9%) Est. Cost $100.06 Unrealized
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.3%
Value $20.81M (+35.3%) Shares 271,829 (+41.8%) Est. Cost $75.97 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value $16.69M (+47.7%) Shares 332,384 (+19.8%) Est. Cost $40.12 Unrealized +9.2%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.2%
Value $10.21M (+106.9%) Shares 220,994 (+108.5%) Est. Cost $45.95 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value $28.56M (+22.5%) Shares 116,837 (+3.7%) Est. Cost $165.24 Unrealized +37.9%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF 0.2%
Value $13.49M (+62.0%) Shares 779,151 (+23.9%) Est. Cost $14.27 Unrealized
SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF 0.1%
Value $6.182M (+494.5%) Shares 104,389 (+481.3%) Est. Cost $57.74 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value $41.9M (+13.9%) Shares 218,344 (+13.7%) Est. Cost $3592.46 Unrealized
OEI OPTIMIZED EQUITY INCOME ETF 0.6%
Value $34.9M (+16.4%) Shares 1,423,436 (+21.6%) Est. Cost $25.41 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.3%
Value $16.77M (+41.1%) Shares 227,791 (+41.9%) Est. Cost $117.25 Unrealized
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.1%
Value $7.378M (+192.9%) Shares 294,700 (+193.7%) Est. Cost $25.05 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.2%
Value $10.58M (+84.7%) Shares 224,953 (+81.0%) Est. Cost $552.92 Unrealized
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value $5.88M (+440.6%) Shares 60,056 (+489.2%) Est. Cost $95.58 Unrealized
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.2%
Value $11.36M (+65.5%) Shares 102,512 (+46.8%) Est. Cost $84.65 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value $72.02M (-5.9%) Shares 250,469 (+2.5%) Est. Cost $187.32 Unrealized +72.6%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.6%
Value $34.36M (+14.9%) Shares 807,215 (+6.5%) Est. Cost $31.75 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.2%
Value $11.54M (+62.6%) Shares 466,253 (+57.9%) Est. Cost $22.61 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.2%
Value $12.91M (+51.6%) Shares 59,015 (+48.8%) Est. Cost $170.25 Unrealized
PFIG INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value $6.715M (+179.1%) Shares 279,432 (+182.1%) Est. Cost $24.12 Unrealized
MFSV MFS ACTIVE VALUE ETF 0.4%
Value $22.88M (+22.5%) Shares 855,977 (+21.6%) Est. Cost $26.31 Unrealized
AOHY ANGEL OAK HIGH YIELD OPPORTUNITIES ETF 0.7%
Value $42.16M (+10.6%) Shares 3,857,687 (+12.3%) Est. Cost $11.06 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.4%
Value $26.08M (-13.2%) Shares 178,296 (+5.5%) Est. Cost $53.74 Unrealized +186.9%
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value $22.33M (+20.7%) Shares 330,732 (+18.0%) Est. Cost $70.64 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value $8.652M (+79.0%) Shares 55,782 (+93.8%) Est. Cost $160.39 Unrealized
T AT&T INC COM 0.1%
Value $9.008M (+73.1%) Shares 310,713 (+48.3%) Est. Cost $23.35 Unrealized +10.3%
EFV ISHARES MSCI EAFE VALUE ETF 0.2%
Value $11.72M (+47.2%) Shares 157,669 (+41.3%) Est. Cost $65.20 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.1%
Value $4.736M (+315.3%) Shares 97,740 (+299.3%) Est. Cost $46.33 Unrealized
FDEM FIDELITY EMERGING MARKETS MULTIFACTOR ETF 0.1%
Value $6.565M (+118.6%) Shares 207,872 (+113.8%) Est. Cost $31.25 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value $8.308M (+71.8%) Shares 63,447 (+53.8%) Est. Cost $111.32 Unrealized +8.6%
APP APPLOVIN CORP COM CL A 0.1%
Value $4.424M (+357.7%) Shares 11,117 (+674.7%) Est. Cost $455.94 Unrealized +11.2%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value $8.826M (+63.5%) Shares 158,972 (+71.1%) Est. Cost $55.52 Unrealized
RY ROYAL BK CDA COM 0.1%
Value $6.801M (+95.8%) Shares 42,037 (+106.3%) Est. Cost $140.61 Unrealized +20.9%
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.1%
Value $4.477M (+279.8%) Shares 92,653 (+268.3%) Est. Cost $47.27 Unrealized
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.1%
Value $4.086M (+416.8%) Shares 51,684 (+439.3%) Est. Cost $75.51 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.7%
Value $41.91M (+8.4%) Shares 697,082 (+10.3%) Est. Cost $48.94 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value $6.511M (+99.0%) Shares 33,947 (+106.0%) Est. Cost $182.06 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value $5.814M (+123.5%) Shares 60,921 (+125.2%) Est. Cost $95.27 Unrealized
LLY ELI LILLY & CO COM 0.4%
Value $26.82M (-10.2%) Shares 29,156 (+4.9%) Est. Cost $777.35 Unrealized +34.7%
MGV VANGUARD MEGA CAP VALUE ETF 0.1%
Value $3.846M (+332.7%) Shares 26,535 (+321.4%) Est. Cost $134.84 Unrealized
AVGO BROADCOM INC COM 0.7%
Value $44.84M (-6.2%) Shares 144,888 (+4.9%) Est. Cost $221.19 Unrealized +51.1%
DVN DEVON ENERGY CORP NEW COM 0.1%
Value $7.248M (+67.5%) Shares 144,030 (+21.9%) Est. Cost $37.94 Unrealized +6.1%
MO ALTRIA GROUP INC COM 0.2%
Value $11.79M (+32.0%) Shares 178,722 (+15.3%) Est. Cost $48.11 Unrealized +31.0%
RIFR RUSSELL INVESTMENTS GLOBAL INFRASTRUCTURE ETF 0.2%
Value $9.716M (+40.1%) Shares 346,731 (+28.9%) Est. Cost $26.29 Unrealized
MRK MERCK & CO INC COM 0.3%
Value $17.58M (+18.4%) Shares 146,131 (+3.6%) Est. Cost $91.01 Unrealized +25.6%
NEE NEXTERA ENERGY INC COM 0.3%
Value $16.36M (+19.7%) Shares 176,167 (+3.5%) Est. Cost $73.38 Unrealized +18.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value $6.324M (+73.5%) Shares 84,206 (+70.0%) Est. Cost $71.42 Unrealized
WMB WILLIAMS COS INC COM 0.2%
Value $9.577M (+36.7%) Shares 131,590 (+12.9%) Est. Cost $56.76 Unrealized +16.9%
NFLX NETFLIX INC. COM 0.3%
Value $17.38M (+17.0%) Shares 180,793 (+14.1%) Est. Cost $103.50 Unrealized -19.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.3%
Value $18.15M (+15.7%) Shares 299,224 (+2.9%) Est. Cost $48.16 Unrealized +19.2%
VG VENTURE GLOBAL INC COM CL A 0.1%
Value $3.621M (+197.4%) Shares 229,767 (+28.7%) Est. Cost $9.32 Unrealized -4.6%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value $6.437M (+58.6%) Shares 103,070 (+51.2%) Est. Cost $57.40 Unrealized
QGRW WISDOMTREE U.S. QUALITY GROWTH FUND 0.0%
Value $2.893M (+444.9%) Shares 54,150 (+498.3%) Est. Cost $52.70 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value $4.727M (+95.8%) Shares 47,725 (+68.0%) Est. Cost $82.87 Unrealized -2.2%
AMZN AMAZON COM INC COM 1.3%
Value $78.61M (-2.8%) Shares 377,441 (+7.7%) Est. Cost $176.00 Unrealized +28.9%
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value $9.191M (+32.7%) Shares 134,859 (+35.8%) Est. Cost $61.95 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.1%
Value $3.928M (+131.9%) Shares 60,427 (+46.7%) Est. Cost $52.94 Unrealized -14.2%
GEV GE VERNOVA INC COM 0.1%
Value $7.951M (+38.9%) Shares 9,109 (+4.0%) Est. Cost $425.49 Unrealized +73.2%
HAL HALLIBURTON CO COM 0.1%
Value $3.401M (+179.0%) Shares 87,239 (+102.2%) Est. Cost $29.94 Unrealized +12.0%
V VISA INC COM CL A 0.3%
Value $18.06M (-10.7%) Shares 59,767 (+3.6%) Est. Cost $304.40 Unrealized +8.1%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value $2.838M (+323.7%) Shares 73,021 (+331.6%) Est. Cost $39.03 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value $6.99M (+44.2%) Shares 52,958 (+2.3%) Est. Cost $95.88 Unrealized +7.1%
SLB SLB LIMITED COM STK 0.1%
Value $7.96M (+35.6%) Shares 154,902 (+1.3%) Est. Cost $37.62 Unrealized +28.4%
JPM JPMORGAN CHASE & CO COM 1.0%
Value $59.98M (-3.3%) Shares 203,911 (+5.9%) Est. Cost $229.64 Unrealized +35.6%
PFE PFIZER INC COM 0.2%
Value $11.53M (+21.7%) Shares 410,747 (+7.9%) Est. Cost $26.58 Unrealized -1.5%
BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF 0.1%
Value $3.93M (+101.7%) Shares 158,415 (+100.0%) Est. Cost $24.50 Unrealized
FBCG FIDELITY BLUE CHIP GROWTH ETF 0.3%
Value $15.97M (+13.9%) Shares 318,685 (+24.6%) Est. Cost $50.75 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value $17.06M (+12.8%) Shares 219,910 (+12.0%) Est. Cost $56.94 Unrealized +36.8%
UYLD ANGEL OAK ULTRASHORT INCOME ETF 0.0%
Value $2.455M (+365.8%) Shares 48,102 (+366.8%) Est. Cost $51.06 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.8%
Value $51.01M (+3.8%) Shares 88,372 (+10.5%) Est. Cost $8294.93 Unrealized
TRBF ANGEL OAK TOTAL RETURN ETF 0.3%
Value $17.44M (+12.1%) Shares 352,537 (+13.1%) Est. Cost $49.89 Unrealized
HD HOME DEPOT INC COM 0.3%
Value $20.11M (+10.2%) Shares 61,134 (+15.3%) Est. Cost $342.88 Unrealized +9.9%
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 0.1%
Value $6.36M (+41.5%) Shares 122,464 (+43.7%) Est. Cost $52.51 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.1%
Value $4.007M (+84.4%) Shares 91,772 (+60.0%) Est. Cost $37.87 Unrealized
KO COCA COLA CO COM 0.3%
Value $15.93M (+12.9%) Shares 209,500 (+3.8%) Est. Cost $60.72 Unrealized +23.1%
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.2%
Value $14.8M (+14.1%) Shares 43,804 (+2.6%) Est. Cost $188.30 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value $12.51M (-12.7%) Shares 97,161 (+15.9%) Est. Cost $154.03 Unrealized -0.1%
GOOG ALPHABET INC CAP STK CL C 0.7%
Value $42.03M (-4.1%) Shares 146,501 (+4.9%) Est. Cost $189.61 Unrealized +70.7%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.3%
Value $19.33M (-8.5%) Shares 77,670 (+1.8%) Est. Cost $269.72 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value $7.127M (+33.2%) Shares 43,419 (+2.1%) Est. Cost $108.88 Unrealized +9.3%
META META PLATFORMS INC CL A 0.6%
Value $34.79M (-4.8%) Shares 60,803 (+9.8%) Est. Cost $479.30 Unrealized +36.8%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value $2.323M (+315.3%) Shares 37,084 (+325.0%) Est. Cost $62.98 Unrealized
APD AIR PRODUCTS AND CHEMICALS INC COM 0.1%
Value $7.95M (+27.7%) Shares 27,369 (+8.6%) Est. Cost $261.93 Unrealized +3.6%
COWZ PACER US CASH COWS 100 ETF 0.2%
Value $13.23M (+14.4%) Shares 211,410 (+10.0%) Est. Cost $55.71 Unrealized
VUG VANGUARD GROWTH ETF 0.3%
Value $21.31M (-7.2%) Shares 48,779 (+3.6%) Est. Cost $1062.88 Unrealized
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.1%
Value $3.622M (+78.5%) Shares 106,980 (+71.7%) Est. Cost $30.04 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value $2.569M (+161.5%) Shares 18,066 (+151.5%) Est. Cost $122.68 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value $10.05M (+18.4%) Shares 60,787 (+14.8%) Est. Cost $130.17 Unrealized +35.1%
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $2.302M (+205.8%) Shares 50,430 (+197.5%) Est. Cost $45.23 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value $9.999M (+18.1%) Shares 49,152 (+24.4%) Est. Cost $166.75 Unrealized +33.0%
APA APA CORPORATION COM 0.1%
Value $3.355M (+79.7%) Shares 79,048 (+3.5%) Est. Cost $23.84 Unrealized +10.9%
UPS UNITED PARCEL SVCS INC CL B 0.1%
Value $4.51M (+48.3%) Shares 45,843 (+49.5%) Est. Cost $121.82 Unrealized -9.8%
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 0.0%
Value $1.687M (+659.1%) Shares 10,315 (+610.4%) Est. Cost $162.10 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value $7.656M (+23.6%) Shares 262,816 (+38.4%) Est. Cost $32.74 Unrealized
JAAA JANUS HENDERSON AAA CLO ETF 0.1%
Value $3.939M (+57.4%) Shares 78,208 (+58.1%) Est. Cost $50.66 Unrealized
GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST 0.0%
Value $2.231M (+173.4%) Shares 24,065 (+151.8%) Est. Cost $84.67 Unrealized
SCIO FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF 0.0%
Value $1.698M (+492.7%) Shares 82,263 (+497.3%) Est. Cost $20.66 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $2.275M (+160.6%) Shares 47,347 (+162.1%) Est. Cost $48.43 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value $8.345M (+20.1%) Shares 96,257 (+20.7%) Est. Cost $129.13 Unrealized
FMDE FIDELITY ENHANCED MID CAP ETF 0.0%
Value $1.7M (+418.4%) Shares 47,286 (+424.5%) Est. Cost $36.01 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value $2.609M (+109.7%) Shares 49,664 (+106.0%) Est. Cost $51.30 Unrealized
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.0%
Value $1.81M (+293.8%) Shares 35,612 (+295.9%) Est. Cost $50.85 Unrealized
GLW CORNING INC COM 0.1%
Value $3.637M (+58.6%) Shares 26,749 (+2.1%) Est. Cost $53.15 Unrealized +110.1%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $2.925M (-31.5%) Shares 46,610 (+4.1%) Est. Cost $100.77 Unrealized -14.8%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value $1.554M (+600.8%) Shares 43,230 (+552.2%) Est. Cost $35.59 Unrealized
RTX RTX CORPORATION COM 0.3%
Value $15.61M (+8.9%) Shares 80,912 (+3.6%) Est. Cost $129.68 Unrealized +51.6%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 0.0%
Value $2.272M (+127.2%) Shares 26,760 (+144.5%) Est. Cost $87.56 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value $1.596M (+386.1%) Shares 13,890 (+384.3%) Est. Cost $111.91 Unrealized
DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value $1.914M (+192.2%) Shares 38,737 (+184.6%) Est. Cost $48.14 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value $2.673M (+88.4%) Shares 66,504 (+108.5%) Est. Cost $37.51 Unrealized
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 0.0%
Value $1.758M (+237.5%) Shares 14,999 (+255.2%) Est. Cost $118.16 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value $1.526M (+401.5%) Shares 26,683 (+361.4%) Est. Cost $56.24 Unrealized
VDE VANGUARD ENERGY ETF 0.1%
Value $4.18M (+40.7%) Shares 24,157 (+2.4%) Est. Cost $120.98 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $4.851M (+32.5%) Shares 14,056 (+12.7%) Est. Cost $236.19 Unrealized +45.3%
DE DEERE & CO COM 0.1%
Value $6.213M (+23.5%) Shares 11,031 (+2.1%) Est. Cost $424.63 Unrealized +29.8%
BP BP PLC SPONSORED ADR 0.1%
Value $3.288M (+55.9%) Shares 69,950 (+15.2%) Est. Cost $36.87 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value $1.85M (+173.9%) Shares 23,523 (+153.1%) Est. Cost $70.65 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value $6.015M (+24.2%) Shares 12,238 (+46.4%) Est. Cost $513.02 Unrealized +12.0%
OKE ONEOK INC NEW COM 0.0%
Value $2.821M (+70.6%) Shares 31,209 (+38.7%) Est. Cost $79.46 Unrealized -1.2%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value $2.174M (+113.2%) Shares 23,558 (+115.0%) Est. Cost $92.81 Unrealized
SYLD CAMBRIA SHAREHOLDER YIELD ETF 0.2%
Value $10.3M (+12.6%) Shares 136,587 (+3.8%) Est. Cost $65.17 Unrealized
NOW SERVICENOW INC COM 0.1%
Value $4.539M (-20.2%) Shares 43,412 (+17.0%) Est. Cost $163.66 Unrealized -26.0%
PEP PEPSICO INC COM 0.1%
Value $5.751M (+24.7%) Shares 37,031 (+15.3%) Est. Cost $148.08 Unrealized +4.5%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.1%
Value $3.235M (+53.2%) Shares 36,823 (+56.0%) Est. Cost $83.85 Unrealized
OEF ISHARES S&P 100 ETF 0.1%
Value $3.533M (+46.4%) Shares 11,108 (+57.8%) Est. Cost $307.98 Unrealized
UNP UNION PAC CORP COM 0.2%
Value $10.32M (+12.1%) Shares 42,524 (+6.9%) Est. Cost $225.40 Unrealized +8.0%
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.0%
Value $1.625M (+216.2%) Shares 35,229 (+222.3%) Est. Cost $44.77 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.2%
Value $13.03M (+9.3%) Shares 278,865 (+9.2%) Est. Cost $42.84 Unrealized
IOT SAMSARA INC COM CL A 0.0%
Value $1.166M (+1727.6%) Shares 36,800 (+1944.4%) Est. Cost $34.59 Unrealized -14.0%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value $2.219M (+98.1%) Shares 23,792 (+101.4%) Est. Cost $94.04 Unrealized
GE GE AEROSPACE COM NEW 0.1%
Value $8.73M (+14.2%) Shares 30,766 (+24.0%) Est. Cost $218.41 Unrealized +45.7%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value $7.03M (+18.2%) Shares 69,863 (+13.9%) Est. Cost $4061.83 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value $2.624M (+68.9%) Shares 23,562 (+72.8%) Est. Cost $105.26 Unrealized
RDDT REDDIT INC CL A 0.0%
Value $1.537M (-40.7%) Shares 11,418 (+1.2%) Est. Cost $168.32 Unrealized +12.7%
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value $2.115M (+91.5%) Shares 52,179 (+74.0%) Est. Cost $36.27 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value $6.432M (-13.3%) Shares 21,263 (+6.0%) Est. Cost $282.91 Unrealized +25.9%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value $1.664M (+146.0%) Shares 15,161 (+155.1%) Est. Cost $24494.06 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value $2.095M (+87.6%) Shares 41,998 (+89.1%) Est. Cost $49.77 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value $2.732M (+55.2%) Shares 11,190 (+3.3%) Est. Cost $122.86 Unrealized +50.3%
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value $2.066M (+87.8%) Shares 40,656 (+76.7%) Est. Cost $42.18 Unrealized
SPMO INVESCO S&P 500 MOMENTUM ETF 0.1%
Value $3.677M (+35.0%) Shares 32,802 (+43.7%) Est. Cost $104.23 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value $10.6M (+9.9%) Shares 12,524 (+14.2%) Est. Cost $580.74 Unrealized +60.6%
PAYX PAYCHEX INC COM 0.1%
Value $6.686M (-12.3%) Shares 72,584 (+6.7%) Est. Cost $119.12 Unrealized -14.4%
FENI FIDELITY ENHANCED INTERNATIONAL ETF 0.0%
Value $2.426M (+63.4%) Shares 65,207 (+60.6%) Est. Cost $36.57 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value $10.97M (+9.3%) Shares 35,295 (+7.5%) Est. Cost $278.48 Unrealized +13.9%
LVHD FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF 0.0%
Value $1.428M (+184.6%) Shares 33,564 (+166.7%) Est. Cost $40.75 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value $3.426M (+36.5%) Shares 4,435 (+36.4%) Est. Cost $659.17 Unrealized +16.7%
SPY STATE STREET SPDR S&P 500 ETF 0.9%
Value $53.92M (+1.7%) Shares 82,917 (+6.7%) Est. Cost $11192.08 Unrealized
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value $1.507M (+154.3%) Shares 42,401 (+146.6%) Est. Cost $35.10 Unrealized
ILTB ISHARES CORE 10 YEAR USD BOND ETF 0.1%
Value $4.493M (+25.5%) Shares 91,731 (+27.3%) Est. Cost $49.54 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $1.776M (+104.8%) Shares 31,179 (+135.1%) Est. Cost $60.56 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value $3.038M (+42.4%) Shares 12,660 (+48.6%) Est. Cost $220.27 Unrealized
ORCL ORACLE CORP COM 0.1%
Value $7.377M (-10.8%) Shares 50,149 (+18.1%) Est. Cost $150.38 Unrealized +12.8%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $1.615M (+124.1%) Shares 10,707 (+225.9%) Est. Cost $201.70 Unrealized -3.6%
NVO NOVO-NORDISK A S ADR 0.1%
Value $3.161M (-21.9%) Shares 86,000 (+8.1%) Est. Cost $64.86 Unrealized
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.4%
Value $25.58M (+3.6%) Shares 251,323 (+5.2%) Est. Cost $82.70 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value $1.173M (+300.4%) Shares 14,961 (+296.0%) Est. Cost $78.01 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.3%
Value $16.75M (+5.5%) Shares 79,315 (+5.9%) Est. Cost $196.36 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $1.661M (+109.4%) Shares 15,666 (+105.6%) Est. Cost $149.02 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value $1.076M (+415.5%) Shares 13,436 (+580.6%) Est. Cost $84.35 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $1.886M (+82.9%) Shares 75,144 (+91.1%) Est. Cost $27.39 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $2.966M (+39.9%) Shares 153,677 (+19.5%) Est. Cost $16.01 Unrealized
IOT SAMSARA INC COM CL A 0.1%
Value $3.21M (+35.7%) Shares 101,285 (+51.8%) Est. Cost $34.59 Unrealized -14.0%
TRGP TARGA RES CORP COM 0.0%
Value $1.13M (+274.2%) Shares 4,505 (+175.4%) Est. Cost $195.86 Unrealized +3.0%
MELI MERCADOLIBRE INC COM 0.0%
Value $1.817M (+83.0%) Shares 1,051 (+113.2%) Est. Cost $2087.31 Unrealized -1.0%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value $3.272M (+33.0%) Shares 33,653 (+31.7%) Est. Cost $93.84 Unrealized
IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF 0.2%
Value $9.629M (+8.9%) Shares 171,141 (+7.6%) Est. Cost $47.54 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.1%
Value $4.756M (+19.7%) Shares 93,630 (+4.5%) Est. Cost $3138.95 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.1%
Value $7.692M (+11.1%) Shares 39,238 (+4.3%) Est. Cost $159.76 Unrealized +29.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value $11.94M (+6.9%) Shares 49,253 (+30.6%) Est. Cost $220.71 Unrealized +28.6%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value $3.156M (+32.0%) Shares 62,367 (+31.9%) Est. Cost $50.52 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value $6.322M (-10.8%) Shares 16,193 (+7.1%) Est. Cost $325.59 Unrealized +32.4%
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.0%
Value $1.102M (+224.6%) Shares 12,168 (+245.3%) Est. Cost $91.65 Unrealized
GEN GEN DIGITAL INC COM 0.0%
Value $2.966M (-20.3%) Shares 157,513 (+15.1%) Est. Cost $27.23 Unrealized -10.4%
PH PARKER-HANNIFIN CORP COM 0.1%
Value $4.455M (+20.2%) Shares 4,977 (+18.0%) Est. Cost $692.60 Unrealized +38.3%
AAPL APPLE INC COM 2.9%
Value $176M (-0.4%) Shares 691,690 (+6.7%) Est. Cost $205.30 Unrealized +28.0%
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value $955K (+349.6%) Shares 2,599 (+405.6%) Est. Cost $376.47 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $8.683M (+9.3%) Shares 97,887 (+9.1%) Est. Cost $89.29 Unrealized
FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF 0.1%
Value $4.461M (+19.5%) Shares 119,473 (+4.0%) Est. Cost $29.95 Unrealized
WAB WABTEC COM 0.1%
Value $4.678M (+18.4%) Shares 18,719 (+1.1%) Est. Cost $194.92 Unrealized +22.6%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value $1.001M (+265.6%) Shares 12,420 (+249.5%) Est. Cost $79.56 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.1%
Value $5.53M (+15.1%) Shares 36,200 (+3.9%) Est. Cost $116.12 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value $12.99M (+5.9%) Shares 168,486 (+3.6%) Est. Cost $66.22 Unrealized
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value $2.079M (+53.4%) Shares 21,718 (+55.8%) Est. Cost $95.65 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.3%
Value $20.53M (+3.6%) Shares 204,154 (+3.4%) Est. Cost $2908.87 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value $5.436M (+15.2%) Shares 39,300 (+17.5%) Est. Cost $130.37 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value $2.016M (+55.4%) Shares 25,340 (+57.5%) Est. Cost $78.35 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value $1.341M (+111.9%) Shares 10,619 (+127.7%) Est. Cost $128.07 Unrealized +1.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value $3.812M (+22.7%) Shares 35,907 (+23.9%) Est. Cost $105.69 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $1.004M (+225.3%) Shares 1,300 (+225.0%) Est. Cost $659.17 Unrealized +16.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value $12.44M (+5.9%) Shares 26,980 (+30.1%) Est. Cost $482.58 Unrealized +8.0%
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 0.0%
Value $947K (+265.4%) Shares 15,206 (+244.6%) Est. Cost $61.27 Unrealized
NTAP NETAPP INC COM 0.0%
Value $1.729M (+66.0%) Shares 16,891 (+73.7%) Est. Cost $108.64 Unrealized -6.2%
IUSV ISHARES CORE S&P US VALUE ETF 0.1%
Value $5.87M (+13.2%) Shares 57,409 (+13.5%) Est. Cost $101.80 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.1%
Value $3.361M (+25.5%) Shares 110,844 (+28.1%) Est. Cost $31.29 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value $2.009M (+50.2%) Shares 162,902 (+54.2%) Est. Cost $12.44 Unrealized
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 0.0%
Value $1.94M (+52.1%) Shares 20,480 (+49.8%) Est. Cost $88.34 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value $3.323M (+25.0%) Shares 87,821 (+5.9%) Est. Cost $31.17 Unrealized
JAVA JPMORGAN ACTIVE VALUE ETF 0.1%
Value $5.049M (+14.9%) Shares 70,372 (+14.9%) Est. Cost $64.65 Unrealized
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 0.1%
Value $4.021M (+19.2%) Shares 59,913 (+16.3%) Est. Cost $15655.79 Unrealized
ASML ASML HLDG NV N Y REGISTRY SHS 0.1%
Value $3.067M (+26.7%) Shares 2,322 (+2.7%) Est. Cost $874.63 Unrealized
PG PROCTER & GAMBLE CO COM 0.3%
Value $17.31M (+3.9%) Shares 119,821 (+3.1%) Est. Cost $150.17 Unrealized +1.1%
RELX RELX PLC SPONSORED ADR 0.0%
Value $1.253M (+105.1%) Shares 37,812 (+150.0%) Est. Cost $40.78 Unrealized
BLK BLACKROCK INC COM 0.1%
Value $7.82M (-7.5%) Shares 8,132 (+2.9%) Est. Cost $984.30 Unrealized +11.5%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value $1.697M (+59.3%) Shares 66,179 (+67.2%) Est. Cost $24.87 Unrealized
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.0%
Value $948K (+196.3%) Shares 20,918 (+198.8%) Est. Cost $45.83 Unrealized
TSLA TESLA INC COM 0.2%
Value $14.33M (-4.2%) Shares 38,553 (+15.9%) Est. Cost $316.61 Unrealized +34.5%
VOD VODAFONE GROUP PLC SPONSORED ADR 0.0%
Value $932K (+205.7%) Shares 62,031 (+168.9%) Est. Cost $13.52 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value $1.831M (+51.1%) Shares 6,451 (+3.5%) Est. Cost $207.30 Unrealized +1.2%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value $876K (+236.3%) Shares 8,228 (+236.9%) Est. Cost $106.58 Unrealized
RBLX ROBLOX CORP CL A 0.0%
Value $1.188M (+106.1%) Shares 21,008 (+195.3%) Est. Cost $84.92 Unrealized -15.5%
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 0.0%
Value $1.242M (+96.8%) Shares 55,603 (+99.5%) Est. Cost $22.45 Unrealized
DXCM DEXCOM INC COM 0.0%
Value $813K (+280.5%) Shares 12,950 (+302.2%) Est. Cost $72.87 Unrealized -2.7%
HRL HORMEL FOODS CORP COM 0.0%
Value $1.556M (+61.7%) Shares 68,695 (+69.2%) Est. Cost $23.68 Unrealized +2.4%
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.1%
Value $3.1M (+23.3%) Shares 51,857 (+23.6%) Est. Cost $59.71 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 0.0%
Value $1.051M (+119.3%) Shares 25,913 (+126.3%) Est. Cost $43.11 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value $6.7M (-7.8%) Shares 24,760 (+12.4%) Est. Cost $402.02 Unrealized -23.2%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value $1.668M (+51.8%) Shares 15,103 (+40.1%) Est. Cost $99.26 Unrealized
HACK AMPLIFY CYBERSECURITY ETF 0.1%
Value $3.658M (+18.2%) Shares 48,715 (+26.5%) Est. Cost $73.73 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.0%
Value $1.115M (+100.6%) Shares 40,963 (+103.5%) Est. Cost $27.47 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value $2.481M (-18.4%) Shares 66,655 (+2.0%) Est. Cost $60.40 Unrealized -24.7%
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A 0.0%
Value $2.331M (+31.5%) Shares 96,014 (+3.7%) Est. Cost $19.55 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value $2.272M (+32.5%) Shares 29,327 (+22.5%) Est. Cost $101.76 Unrealized -10.1%
UBSI UNITED BANKSHARES INC WEST VA COM 0.1%
Value $3.376M (+19.5%) Shares 81,499 (+10.8%) Est. Cost $37.74 Unrealized +12.2%
AMLP ALERIAN MLP ETF 0.0%
Value $1.964M (+38.4%) Shares 37,309 (+23.6%) Est. Cost $49.72 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value $9.226M (+6.2%) Shares 42,467 (+3.6%) Est. Cost $210.24 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.2%
Value $9.483M (+6.0%) Shares 79,937 (+3.8%) Est. Cost $84.31 Unrealized +42.5%
CRM SALESFORCE INC COM 0.0%
Value $560K (+2014.0%) Shares 3,000 (+2900.0%) Est. Cost $247.41 Unrealized -12.8%
KKR KKR & CO INC COM 0.0%
Value $1.941M (-21.5%) Shares 20,983 (+8.2%) Est. Cost $108.66 Unrealized +5.6%
DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF 0.0%
Value $754K (+222.7%) Shares 23,390 (+217.2%) Est. Cost $32.04 Unrealized
OTEX OPEN TEXT CORP COM 0.0%
Value $2.252M (-18.7%) Shares 101,259 (+19.0%) Est. Cost $30.43 Unrealized -9.7%
IWX ISHARES RUSSELL TOP 200 VALUE ETF 0.2%
Value $13.55M (+4.0%) Shares 146,271 (+3.1%) Est. Cost $91.00 Unrealized
OKTA OKTA INC CL A 0.0%
Value $968K (+112.5%) Shares 12,295 (+133.4%) Est. Cost $94.71 Unrealized -9.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $1.334M (+61.0%) Shares 20,184 (+8.0%) Est. Cost $38.05 Unrealized +36.2%
PYPL PAYPAL HLDGS INC COM 0.1%
Value $7.063M (-6.6%) Shares 156,153 (+20.5%) Est. Cost $71.79 Unrealized -30.2%
SSNC SS&C TECH HLDGS COM 0.0%
Value $1.755M (+39.1%) Shares 25,978 (+80.0%) Est. Cost $79.36 Unrealized +0.8%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $1.165M (-29.1%) Shares 73,370 (+16.9%) Est. Cost $10.33 Unrealized +125.3%
AXON AXON ENTERPRISE INC COM 0.0%
Value $1.61M (-22.6%) Shares 3,792 (+3.5%) Est. Cost $564.57 Unrealized -6.7%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value $1.395M (+48.6%) Shares 5,869 (+58.2%) Est. Cost $226.07 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value $898K (+101.5%) Shares 30,459 (+101.9%) Est. Cost $29.52 Unrealized
NKE NIKE INC CL B 0.1%
Value $4.191M (+12.1%) Shares 79,352 (+35.2%) Est. Cost $75.50 Unrealized -15.3%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value $2.424M (+22.6%) Shares 9,419 (+33.0%) Est. Cost $246.54 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value $850K (+108.8%) Shares 17,375 (+92.9%) Est. Cost $44.87 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value $2.996M (+17.3%) Shares 8,377 (+4.5%) Est. Cost $312.53 Unrealized +13.1%
EFA ISHARES MSCI EAFE ETF 0.2%
Value $10.97M (+4.2%) Shares 112,924 (+3.0%) Est. Cost $2457.36 Unrealized
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 0.0%
Value $1.752M (+33.6%) Shares 83,587 (+35.3%) Est. Cost $21.09 Unrealized
ORI OLD REP INTL CORP COM 0.0%
Value $2.187M (+25.2%) Shares 54,819 (+43.2%) Est. Cost $36.88 Unrealized +12.7%
WFC WELLS FARGO & CO COM 0.1%
Value $4.374M (-9.1%) Shares 54,947 (+6.5%) Est. Cost $66.51 Unrealized +35.4%
OBDC BLUE OWL CAPITAL CORPORATION COM 0.1%
Value $5.493M (-7.3%) Shares 496,640 (+4.2%) Est. Cost $12.94 Unrealized -7.0%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value $1.53M (+39.2%) Shares 29,002 (+3.7%) Est. Cost $50.56 Unrealized -2.9%
ETR ENTERGY CORP NEW COM 0.0%
Value $2.178M (+24.4%) Shares 19,381 (+2.3%) Est. Cost $78.03 Unrealized +24.8%
FIX COMFORT SYS USA INC COM 0.0%
Value $1.08M (+64.1%) Shares 783 (+11.1%) Est. Cost $829.92 Unrealized +44.1%
GTO INVESCO TOTAL RETURN BOND ETF 0.0%
Value $1.145M (+57.3%) Shares 24,455 (+59.3%) Est. Cost $47.61 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.1%
Value $6.837M (+6.4%) Shares 63,665 (+2.4%) Est. Cost $148.94 Unrealized
ICLR ICON PLC SHS 0.1%
Value $3.302M (+14.0%) Shares 29,843 (+87.6%) Est. Cost $172.15 Unrealized -9.2%
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value $1.713M (+30.7%) Shares 8,440 (+9.2%) Est. Cost $155.20 Unrealized +32.7%
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value $693K (+135.1%) Shares 4,584 (+69.9%) Est. Cost $149.59 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $1.562M (+34.1%) Shares 91,103 (+38.2%) Est. Cost $17.53 Unrealized
LIN LINDE PLC SHS 0.0%
Value $1.794M (+28.5%) Shares 3,618 (+10.5%) Est. Cost $425.39 Unrealized +8.1%
FCX FREEPORT MCMORAN INC CL B 0.0%
Value $2.702M (+17.2%) Shares 45,962 (+1.3%) Est. Cost $47.20 Unrealized +29.5%
DASH DOORDASH INC CL A 0.0%
Value $901K (-30.6%) Shares 5,998 (+4.8%) Est. Cost $247.19 Unrealized -20.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value $2.207M (+21.8%) Shares 31,056 (+27.3%) Est. Cost $73.75 Unrealized +14.5%
STT STATE STR CORP COM 0.1%
Value $7.015M (+5.9%) Shares 55,429 (+8.0%) Est. Cost $97.90 Unrealized +33.1%
XDSQ INNOVATOR US EQUITY ACCELERATED ETF 0.0%
Value $635K (+161.9%) Shares 16,030 (+175.3%) Est. Cost $40.32 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.1%
Value $4.109M (+10.4%) Shares 89,548 (+2.7%) Est. Cost $3025.94 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.1%
Value $3.706M (+11.6%) Shares 70,811 (+4.9%) Est. Cost $4207.91 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value $2.441M (+18.5%) Shares 43,137 (+19.0%) Est. Cost $48.11 Unrealized
FMAG FIDELITY MAGELLAN ETF 0.1%
Value $6.971M (+5.7%) Shares 220,450 (+14.1%) Est. Cost $30.82 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.1%
Value $4.044M (+10.3%) Shares 54,726 (+1.8%) Est. Cost $65.50 Unrealized +4.4%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value $2.757M (+15.8%) Shares 7,733 (+21.3%) Est. Cost $327.52 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.2%
Value $11.25M (-3.2%) Shares 76,733 (+2.2%) Est. Cost $403.98 Unrealized
EME EMCOR GROUP INC COM 0.0%
Value $1.177M (+45.8%) Shares 1,593 (+20.8%) Est. Cost $488.11 Unrealized +48.9%
NOV NOV INC COM 0.0%
Value $1.742M (+26.8%) Shares 92,595 (+5.4%) Est. Cost $12.93 Unrealized +43.8%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value $982K (+58.6%) Shares 15,155 (+16.4%) Est. Cost $47.06 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $2.16M (+20.0%) Shares 24,934 (+17.3%) Est. Cost $78.21 Unrealized
WYNN WYNN RESORTS LTD COM 0.0%
Value $634K (+131.3%) Shares 6,239 (+174.0%) Est. Cost $114.91 Unrealized -0.7%
VO VANGUARD MID-CAP ETF 0.2%
Value $11.68M (+3.1%) Shares 40,686 (+4.2%) Est. Cost $277.02 Unrealized
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value $2.343M (+17.8%) Shares 49,677 (+17.6%) Est. Cost $33.69 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.1%
Value $4.625M (+8.2%) Shares 15,211 (+2.2%) Est. Cost $253.34 Unrealized +20.4%
PGR PROGRESSIVE CORP COM 0.1%
Value $4.975M (-6.6%) Shares 25,098 (+7.3%) Est. Cost $223.58 Unrealized -7.6%
C CITIGROUP INC COM NEW 0.2%
Value $12.25M (+2.9%) Shares 108,025 (+5.9%) Est. Cost $74.32 Unrealized +56.3%
TIP ISHARES TIPS BOND ETF 0.0%
Value $2.396M (+17.0%) Shares 21,714 (+16.5%) Est. Cost $110.54 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value $4.947M (+7.5%) Shares 18,887 (+5.9%) Est. Cost $712.45 Unrealized
JSI JANUS HENDERSON SECURITIZED INCOME ETF 0.0%
Value $768K (+80.7%) Shares 14,900 (+82.5%) Est. Cost $51.89 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 0.0%
Value $757K (+80.9%) Shares 39,829 (+84.6%) Est. Cost $18.21 Unrealized
APO APOLLO GLOBAL MGMT INC COM 0.0%
Value $1.429M (-18.8%) Shares 12,823 (+5.4%) Est. Cost $117.02 Unrealized +14.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value $2.977M (+12.4%) Shares 165,222 (+26.2%) Est. Cost $15.72 Unrealized +27.3%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value $3.089M (+11.9%) Shares 54,397 (+7.8%) Est. Cost $51.03 Unrealized
VST VISTRA CORP COM 0.0%
Value $1.369M (+31.5%) Shares 9,109 (+41.1%) Est. Cost $151.71 Unrealized +7.6%
O REALTY INCOME CORP COM 0.0%
Value $2.889M (+12.7%) Shares 47,227 (+3.8%) Est. Cost $52.45 Unrealized +9.3%
VALE VALE S A SPONSORED ADS 0.0%
Value $1.318M (+32.6%) Shares 82,860 (+8.6%) Est. Cost $11.02 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value $1.519M (+26.9%) Shares 63,457 (+20.0%) Est. Cost $14.07 Unrealized +74.6%
MDT MEDTRONIC PLC SHS 0.2%
Value $10.34M (-3.0%) Shares 119,305 (+7.5%) Est. Cost $84.54 Unrealized +17.7%
TRFK PACER DATA AND DIGITAL REVOLUTION ETF 0.0%
Value $862K (+59.5%) Shares 13,854 (+64.2%) Est. Cost $64.11 Unrealized
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.1%
Value $4.885M (+7.0%) Shares 30,206 (+2.7%) Est. Cost $133.03 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value $1.086M (+41.8%) Shares 14,942 (+12.2%) Est. Cost $53.01 Unrealized +23.8%
AFL AFLAC INC COM 0.0%
Value $1.282M (+33.1%) Shares 11,682 (+33.8%) Est. Cost $109.19 Unrealized +1.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $1.13M (-22.0%) Shares 5,700 (+5.6%) Est. Cost $301.13 Unrealized -15.9%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value $1.269M (+33.0%) Shares 15,185 (+31.3%) Est. Cost $81.33 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $2.395M (+15.0%) Shares 47,955 (+13.9%) Est. Cost $49.79 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value $2.664M (+13.2%) Shares 14,454 (+8.9%) Est. Cost $168.93 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.0%
Value $1.117M (+38.3%) Shares 22,564 (+38.6%) Est. Cost $49.66 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value $753K (+69.6%) Shares 5,923 (+18.8%) Est. Cost $83.41 Unrealized +34.3%
DLR DIGITAL RLTY TR INC COM 0.0%
Value $1.84M (+19.9%) Shares 10,210 (+2.9%) Est. Cost $151.75 Unrealized +2.2%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $737K (+70.5%) Shares 3,190 (+109.2%) Est. Cost $229.17 Unrealized +10.6%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.1%
Value $6.351M (+5.0%) Shares 150,110 (+6.4%) Est. Cost $42.48 Unrealized
SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value $672K (+81.3%) Shares 14,332 (+80.9%) Est. Cost $43.48 Unrealized
CME CME GROUP INC COM 0.0%
Value $1.61M (+22.7%) Shares 5,449 (+13.5%) Est. Cost $245.52 Unrealized +17.8%
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value $2.777M (+11.9%) Shares 74,203 (+6.4%) Est. Cost $35.52 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value $3.758M (+8.5%) Shares 39,879 (+3.6%) Est. Cost $80.96 Unrealized
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.0%
Value $1.303M (+28.7%) Shares 11,802 (+28.5%) Est. Cost $110.38 Unrealized
DIS DISNEY WALT CO COM 0.1%
Value $4.964M (-5.5%) Shares 51,507 (+11.5%) Est. Cost $114.97 Unrealized -4.8%
BAC BANK OF AMER CORP COM 0.2%
Value $12.5M (+2.4%) Shares 256,449 (+15.5%) Est. Cost $42.00 Unrealized +27.8%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value $2.713M (+11.9%) Shares 20,717 (+2.4%) Est. Cost $98.90 Unrealized +27.5%
HWM HOWMET AEROSPACE INC COM 0.0%
Value $1.861M (+18.3%) Shares 8,075 (+5.2%) Est. Cost $184.68 Unrealized +22.7%
ETHE GRAYSCALE ETHEREUM STAKING ETF 0.0%
Value $733K (-28.2%) Shares 42,956 (+2.5%) Est. Cost $21.56 Unrealized
GBIL ACCESS TREASURY 0-1 YEAR ETF 0.0%
Value $947K (+43.5%) Shares 9,454 (+43.1%) Est. Cost $100.13 Unrealized
GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $1.482M (+23.9%) Shares 32,348 (+25.1%) Est. Cost $46.16 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value $5.223M (+5.8%) Shares 36,094 (+3.2%) Est. Cost $9898.43 Unrealized
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value $975K (+41.0%) Shares 11,212 (+28.9%) Est. Cost $60.49 Unrealized
UVV UNIVERSAL CORP VA MTNS BK ENT COM 0.0%
Value $1.965M (+16.8%) Shares 37,283 (+16.9%) Est. Cost $57.16 Unrealized -4.5%
SAP SAP SE SPON ADR 0.0%
Value $1.566M (-15.3%) Shares 9,145 (+20.2%) Est. Cost $244.96 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $1.167M (-19.4%) Shares 16,844 (+31.6%) Est. Cost $57.90 Unrealized +65.4%
LZ LEGALZOOM COM INC COM 0.0%
Value $424K (-39.7%) Shares 74,819 (+5.6%) Est. Cost $8.94 Unrealized -6.3%
WDAY WORKDAY INC CL A 0.0%
Value $693K (-28.7%) Shares 5,335 (+18.0%) Est. Cost $225.49 Unrealized -23.4%
BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 0.0%
Value $949K (+41.1%) Shares 30,794 (+45.1%) Est. Cost $31.41 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value $2.513M (+12.1%) Shares 28,055 (+5.4%) Est. Cost $86.85 Unrealized +7.8%
ED CONSOLIDATED EDISON INC COM 0.0%
Value $808K (+50.3%) Shares 7,138 (+31.9%) Est. Cost $99.14 Unrealized +6.3%
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.0%
Value $869K (+45.0%) Shares 26,370 (+46.5%) Est. Cost $33.78 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value $1.056M (+34.1%) Shares 12,503 (+28.2%) Est. Cost $74.64 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value $1.946M (+16.0%) Shares 9,384 (+16.4%) Est. Cost $161.98 Unrealized +25.3%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value $2.243M (-10.7%) Shares 54,209 (+47.3%) Est. Cost $60.74 Unrealized -3.3%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.1%
Value $3.252M (-7.5%) Shares 137,269 (+2.8%) Est. Cost $27.63 Unrealized -7.9%
ENB ENBRIDGE INC COM 0.0%
Value $1.175M (+28.8%) Shares 21,700 (+13.8%) Est. Cost $39.44 Unrealized +23.1%
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.1%
Value $3.089M (+9.2%) Shares 120,920 (+12.2%) Est. Cost $25.20 Unrealized
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.1%
Value $3.526M (+7.7%) Shares 54,123 (+7.2%) Est. Cost $56.48 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value $481K (+109.7%) Shares 22,570 (+38.0%) Est. Cost $13.92 Unrealized +13.4%
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 0.0%
Value $943K (+35.5%) Shares 26,033 (+44.3%) Est. Cost $36.05 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $1.772M (-12.2%) Shares 8,182 (+4.9%) Est. Cost $300.13 Unrealized -19.9%
CELH CELSIUS HLDGS INC COM NEW 0.0%
Value $957K (-20.4%) Shares 26,983 (+2.6%) Est. Cost $37.54 Unrealized +35.0%
LUMN LUMEN TECHNOLOGIES INC COM 0.1%
Value $4.303M (+6.0%) Shares 619,163 (+18.5%) Est. Cost $8.08 Unrealized +0.0%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value $724K (+50.8%) Shares 17,029 (+46.8%) Est. Cost $36.94 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value $1.76M (+16.1%) Shares 6,465 (+21.6%) Est. Cost $260.49 Unrealized +17.8%
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value $1.521M (+19.0%) Shares 35,291 (+21.3%) Est. Cost $43.59 Unrealized
COHR COHERENT CORP COM 0.0%
Value $456K (+111.8%) Shares 1,915 (+64.1%) Est. Cost $174.49 Unrealized +22.3%
HGER HARBOR COMMODITY ALL-WEATHER STRATEGY ETF 0.0%
Value $1.006M (+31.5%) Shares 32,442 (+5.2%) Est. Cost $23.60 Unrealized
KHPI KENSINGTON HEDGED PREMIUM INCOME ETF 0.0%
Value $767K (+45.6%) Shares 31,698 (+54.3%) Est. Cost $25.08 Unrealized
HUM HUMANA INC COM 0.0%
Value $663K (-26.4%) Shares 3,826 (+8.8%) Est. Cost $253.80 Unrealized -11.9%
XLVI STATE STREET HEALTH CARE SELECT SECTOR SPDR PREMIUM INCOME ETF 0.1%
Value $5.095M (+4.9%) Shares 202,935 (+10.4%) Est. Cost $26.31 Unrealized
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT 0.0%
Value $458K (+103.4%) Shares 20,775 (+73.1%) Est. Cost $20.17 Unrealized
PJT PJT PARTNERS INC COM CL A 0.1%
Value $3.288M (-6.6%) Shares 23,531 (+11.8%) Est. Cost $171.72 Unrealized -1.4%
NLR VANECK URANIUM AND NUCLEAR ETF 0.0%
Value $1.037M (+28.4%) Shares 7,789 (+19.8%) Est. Cost $125.68 Unrealized
CI THE CIGNA GROUP COM 0.1%
Value $3.364M (+7.3%) Shares 12,612 (+10.7%) Est. Cost $297.46 Unrealized -5.6%
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 0.0%
Value $1.101M (+26.0%) Shares 24,540 (+25.0%) Est. Cost $44.57 Unrealized
SPYI NEOS S&P 500 HIGH INCOME ETF 0.0%
Value $1.373M (+19.8%) Shares 27,806 (+27.4%) Est. Cost $50.64 Unrealized
AVAV AEROVIRONMENT INC COM 0.0%
Value $817K (-21.4%) Shares 4,464 (+3.8%) Est. Cost $180.90 Unrealized +63.9%
CPRT COPART INC COM 0.0%
Value $1.886M (-10.6%) Shares 56,795 (+5.5%) Est. Cost $42.10 Unrealized -7.0%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.1%
Value $3.451M (-6.0%) Shares 31,669 (+3.0%) Est. Cost $776.63 Unrealized
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 0.0%
Value $1.215M (+21.8%) Shares 29,769 (+20.4%) Est. Cost $42.97 Unrealized
CLOA ISHARES AAA CLO ACTIVE ETF 0.0%
Value $812K (+36.3%) Shares 15,664 (+36.1%) Est. Cost $51.77 Unrealized
FDEV FIDELITY INTERNATIONAL MULTIFACTOR ETF 0.0%
Value $530K (+68.7%) Shares 14,856 (+63.6%) Est. Cost $35.03 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $543K (+65.3%) Shares 20,784 (+71.5%) Est. Cost $26.97 Unrealized +7.5%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value $535K (+64.8%) Shares 39,633 (+117.4%) Est. Cost $15.00 Unrealized
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value $623K (+49.6%) Shares 12,457 (+49.5%) Est. Cost $50.59 Unrealized
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.0%
Value $601K (+52.2%) Shares 12,990 (+35.7%) Est. Cost $42.54 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.2%
Value $10.82M (-1.9%) Shares 67,475 (+12.8%) Est. Cost $184.92 Unrealized -6.9%
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF 0.0%
Value $1.816M (+12.8%) Shares 29,409 (+8.0%) Est. Cost $48.66 Unrealized
PDP INVESCO DORSEY WRIGHT MOMENTUM ETF 0.0%
Value $1.811M (+12.6%) Shares 15,000 (+8.6%) Est. Cost $104.86 Unrealized
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND 0.0%
Value $990K (+25.5%) Shares 43,038 (+27.8%) Est. Cost $23.33 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value $2.13M (+10.4%) Shares 14,613 (+6.9%) Est. Cost $7366.20 Unrealized
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW 0.0%
Value $854K (+30.7%) Shares 40,370 (+38.1%) Est. Cost $19.95 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value $456K (+78.1%) Shares 15,687 (+74.4%) Est. Cost $28.43 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW 0.1%
Value $3.204M (-5.9%) Shares 45,437 (+1.3%) Est. Cost $24.02 Unrealized +326.4%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $1.602M (-11.0%) Shares 16,399 (+2.9%) Est. Cost $103.00 Unrealized +4.3%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.0%
Value $810K (+32.0%) Shares 20,352 (+29.7%) Est. Cost $37.20 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.0%
Value $472K (+70.9%) Shares 21,566 (+72.3%) Est. Cost $21.96 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $2.029M (+10.6%) Shares 24,518 (+12.0%) Est. Cost $82.56 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value $1.922M (+11.2%) Shares 14,673 (+12.7%) Est. Cost $120.51 Unrealized +23.2%
SYY SYSCO CORP COM 0.0%
Value $1.161M (+20.0%) Shares 16,279 (+24.0%) Est. Cost $74.11 Unrealized +11.0%
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 0.0%
Value $1.345M (+16.6%) Shares 14,562 (+8.8%) Est. Cost $67.71 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $1.686M (+12.8%) Shares 5,154 (+7.0%) Est. Cost $239.59 Unrealized +38.1%
DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 0.0%
Value $671K (+39.4%) Shares 17,025 (+34.3%) Est. Cost $38.37 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value $1.702M (+12.5%) Shares 22,049 (+13.5%) Est. Cost $76.91 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value $960K (+24.4%) Shares 10,466 (+16.2%) Est. Cost $62.10 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value $1.327M (+16.4%) Shares 28,972 (+2.2%) Est. Cost $31.39 Unrealized +46.9%
BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value $1.349M (+15.8%) Shares 28,110 (+19.3%) Est. Cost $49.19 Unrealized
BUFD FT VEST LADDERED DEEP BUFFER ETF 0.0%
Value $1.605M (+12.8%) Shares 57,321 (+13.8%) Est. Cost $22.55 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $1.123M (+19.2%) Shares 22,236 (+19.7%) Est. Cost $49.98 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value $10.95M (-1.6%) Shares 21,916 (+12.4%) Est. Cost $448.55 Unrealized +20.2%
BAX BAXTER INTL INC COM 0.0%
Value $1.882M (+10.6%) Shares 112,025 (+25.8%) Est. Cost $26.39 Unrealized -22.5%
CG CARLYLE GROUP INC COM 0.0%
Value $901K (-16.6%) Shares 18,621 (+1.8%) Est. Cost $49.92 Unrealized +18.1%
VICI VICI PPTYS INC COM 0.0%
Value $431K (+70.9%) Shares 15,778 (+75.9%) Est. Cost $27.20 Unrealized +3.5%
MAIN MAIN STR CAP CORP COM 0.0%
Value $1.787M (-9.1%) Shares 33,747 (+3.7%) Est. Cost $36.01 Unrealized +70.8%
KDP KEURIG DR PEPPER INC COM 0.0%
Value $2.239M (+8.6%) Shares 85,047 (+15.5%) Est. Cost $27.85 Unrealized +1.7%
FDS FACTSET RESH SYS INC COM 0.0%
Value $661K (-21.1%) Shares 3,046 (+5.6%) Est. Cost $390.66 Unrealized -36.7%
QXO QXO INC COM NEW 0.0%
Value $1.147M (+17.9%) Shares 59,040 (+17.2%) Est. Cost $18.92 Unrealized +27.6%
IEUR ISHARES CORE MSCI EUROPE ETF 0.0%
Value $1.6M (+12.2%) Shares 22,772 (+13.3%) Est. Cost $68.38 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value $1.183M (+16.7%) Shares 9,985 (+27.2%) Est. Cost $103.00 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value $1.705M (+10.9%) Shares 5,940 (+11.6%) Est. Cost $230.47 Unrealized +29.4%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value $1.918M (+9.5%) Shares 11,576 (+3.5%) Est. Cost $3946.83 Unrealized
TRNS TRANSCAT INC COM 0.0%
Value $450K (+58.3%) Shares 6,124 (+22.2%) Est. Cost $83.73 Unrealized -18.4%
BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF 0.0%
Value $370K (+80.5%) Shares 8,298 (+63.5%) Est. Cost $41.97 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $1.217M (+15.7%) Shares 23,750 (+16.9%) Est. Cost $50.34 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $351K (+87.4%) Shares 900 (+125.0%) Est. Cost $325.59 Unrealized +32.4%
DGT STATE STREET SPDR GLOBAL DOW ETF 0.0%
Value $741K (+27.8%) Shares 4,370 (+25.7%) Est. Cost $152.83 Unrealized
DNOW DNOW INC COM 0.1%
Value $3.368M (-4.6%) Shares 282,758 (+6.2%) Est. Cost $14.07 Unrealized +3.7%
RBC RBC BEARINGS INC COM 0.0%
Value $673K (+31.3%) Shares 1,240 (+8.4%) Est. Cost $415.88 Unrealized +24.5%
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value $629K (+33.6%) Shares 7,514 (+32.0%) Est. Cost $83.01 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value $1.218M (+14.9%) Shares 24,034 (+16.0%) Est. Cost $50.47 Unrealized
MKTN FEDERATED HERMES MDT MARKET NEUTRAL ETF 0.0%
Value $902K (+21.0%) Shares 34,751 (+19.6%) Est. Cost $25.70 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value $965K (+19.4%) Shares 19,370 (+19.8%) Est. Cost $167.28 Unrealized
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 0.0%
Value $1.019M (+17.8%) Shares 22,082 (+32.4%) Est. Cost $42.78 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $1.825M (+9.2%) Shares 21,410 (+1.2%) Est. Cost $82.94 Unrealized +7.0%
SPSC SPS COMM INC COM 0.0%
Value $320K (-32.3%) Shares 5,750 (+8.4%) Est. Cost $138.20 Unrealized -42.2%
STRL STERLING INFRASTRUCTURE INC COM 0.0%
Value $363K (+72.2%) Shares 891 (+29.5%) Est. Cost $308.64 Unrealized +22.0%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value $994K (+17.6%) Shares 8,561 (+9.7%) Est. Cost $98.12 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value $2.137M (+7.4%) Shares 16,295 (+6.7%) Est. Cost $132.75 Unrealized -1.3%
HTGC HERCULES CAPITAL INC COM 0.0%
Value $956K (-13.3%) Shares 64,717 (+10.5%) Est. Cost $14.97 Unrealized +16.9%
GFEB FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY 0.0%
Value $1.702M (+9.4%) Shares 41,418 (+10.6%) Est. Cost $39.16 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value $505K (+39.9%) Shares 2,873 (+22.4%) Est. Cost $142.31 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value $2.526M (+6.0%) Shares 82,818 (+2.9%) Est. Cost $41.32 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.1%
Value $4.096M (+3.6%) Shares 59,828 (+1.6%) Est. Cost $54.99 Unrealized
EVRG EVERGY INC COM 0.0%
Value $531K (+36.3%) Shares 6,482 (+20.6%) Est. Cost $75.76 Unrealized +2.0%
SE SEA LTD SPONSORD ADS 0.0%
Value $271K (-34.1%) Shares 3,271 (+1.6%) Est. Cost $110.64 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value $10.65M (+1.3%) Shares 105,789 (+1.0%) Est. Cost $100.69 Unrealized
FTXL FIRST TRUST NASDAQ SEMICONDUCTOR ETF 0.0%
Value $661K (+26.0%) Shares 4,483 (+10.7%) Est. Cost $131.27 Unrealized
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.0%
Value $697K (+24.2%) Shares 7,208 (+33.0%) Est. Cost $92.11 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $816K (+19.8%) Shares 9,905 (+21.5%) Est. Cost $79.33 Unrealized
EXC EXELON CORP COM 0.0%
Value $736K (+22.2%) Shares 15,022 (+8.7%) Est. Cost $40.00 Unrealized +12.9%
HFSI HARTFORD STRATEGIC INCOME ETF 0.0%
Value $744K (+21.9%) Shares 21,441 (+24.5%) Est. Cost $35.36 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value $1.086M (+14.0%) Shares 8,619 (+12.2%) Est. Cost $28773.40 Unrealized
EWY ISHARES MSCI SOUTH KOREA ETF 0.0%
Value $503K (+35.9%) Shares 4,092 (+7.4%) Est. Cost $78.31 Unrealized
MEDP MEDPACE HLDGS INC COM 0.0%
Value $586K (+28.1%) Shares 1,221 (+49.8%) Est. Cost $380.73 Unrealized +42.4%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.1%
Value $7.473M (+1.7%) Shares 56,397 (+1.0%) Est. Cost $129.26 Unrealized
EXE EXPAND ENERGY CORPORATION COM 0.0%
Value $1.919M (+7.1%) Shares 17,478 (+7.6%) Est. Cost $93.38 Unrealized +13.3%
JANT ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF 0.0%
Value $362K (+53.9%) Shares 9,029 (+58.2%) Est. Cost $38.64 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value $832K (+17.9%) Shares 88,849 (+8.3%) Est. Cost $3066.34 Unrealized
LOW LOWES COS INC COM 0.1%
Value $5.646M (+2.3%) Shares 23,894 (+4.4%) Est. Cost $227.43 Unrealized +19.4%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $2.635M (+5.0%) Shares 27,317 (+9.8%) Est. Cost $117.02 Unrealized -11.9%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $1.466M (+9.3%) Shares 15,878 (+8.0%) Est. Cost $92.62 Unrealized +2.6%
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value $236K (-33.9%) Shares 67,019 (+1.4%) Est. Cost $5.36 Unrealized -3.8%
ARKK ARK INNOVATION ETF 0.1%
Value $5.618M (-2.1%) Shares 83,113 (+11.5%) Est. Cost $69.54 Unrealized
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value $1.07M (+12.3%) Shares 31,970 (+12.5%) Est. Cost $30.24 Unrealized
TRU TRANSUNION COM 0.0%
Value $612K (-16.0%) Shares 8,839 (+4.1%) Est. Cost $88.90 Unrealized -11.2%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $853K (+15.8%) Shares 2,244 (+3.6%) Est. Cost $232.86 Unrealized +76.3%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value $575K (+25.2%) Shares 6,384 (+22.6%) Est. Cost $82.04 Unrealized +12.9%
VEEV VEEVA SYS INC CL A COM 0.0%
Value $704K (-13.9%) Shares 4,007 (+9.4%) Est. Cost $202.86 Unrealized +0.5%
DG DOLLAR GEN CORP COM 0.0%
Value $1.294M (-8.1%) Shares 10,896 (+2.8%) Est. Cost $103.03 Unrealized +43.3%
IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF 0.0%
Value $341K (+49.2%) Shares 8,429 (+41.4%) Est. Cost $38.97 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.0%
Value $663K (+20.4%) Shares 2,122 (+15.0%) Est. Cost $271.56 Unrealized
MDB MONGODB INC CL A 0.0%
Value $1.008M (+12.5%) Shares 4,116 (+92.9%) Est. Cost $277.36 Unrealized +35.6%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value $2.115M (+5.6%) Shares 14,956 (+11.2%) Est. Cost $133.64 Unrealized
NUE NUCOR CORP COM 0.0%
Value $1.049M (+11.8%) Shares 6,202 (+7.9%) Est. Cost $129.14 Unrealized +38.2%
GMAR FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH 0.0%
Value $1.783M (+6.6%) Shares 42,770 (+4.7%) Est. Cost $37.71 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value $4.757M (+2.4%) Shares 6,818 (+10.6%) Est. Cost $13452.92 Unrealized
GDEC FT VEST U.S. EQUITY MODERATE BUFFER ETF - DECEMBER 0.0%
Value $934K (+13.3%) Shares 25,242 (+15.7%) Est. Cost $34.78 Unrealized
CVNA CARVANA CO CL A 0.0%
Value $646K (-14.4%) Shares 2,054 (+14.9%) Est. Cost $274.10 Unrealized +49.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value $875K (+14.1%) Shares 28,268 (+10.8%) Est. Cost $29.78 Unrealized
CNX CNX RES CORP COM 0.0%
Value $586K (+22.4%) Shares 15,210 (+16.7%) Est. Cost $28.96 Unrealized +30.5%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $505K (+26.8%) Shares 8,975 (+19.0%) Est. Cost $51.01 Unrealized +17.0%
IQV IQVIA HLDGS INC COM 0.0%
Value $712K (+17.4%) Shares 4,178 (+55.1%) Est. Cost $181.23 Unrealized +16.0%
TEL TE CONNECTIVITY PLC ORD SHS 0.0%
Value $624K (+20.2%) Shares 2,987 (+30.9%) Est. Cost $178.64 Unrealized +28.7%
GPN GLOBAL PMTS INC COM 0.0%
Value $421K (+33.3%) Shares 6,248 (+53.2%) Est. Cost $89.14 Unrealized -16.0%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.0%
Value $905K (+13.1%) Shares 17,459 (+14.8%) Est. Cost $47.64 Unrealized +24.1%
XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER 0.0%
Value $347K (+43.1%) Shares 8,614 (+45.3%) Est. Cost $35.90 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value $533K (+24.4%) Shares 2,961 (+17.1%) Est. Cost $135.57 Unrealized +35.8%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $1.983M (+5.6%) Shares 12,953 (+43.3%) Est. Cost $229.18 Unrealized -17.6%
MOO VANECK AGRIBUSINESS ETF 0.0%
Value $626K (+19.5%) Shares 7,407 (+3.0%) Est. Cost $69.44 Unrealized
PAYR FEDERATED HERMES ENHANCED INCOME ETF 0.0%
Value $798K (+14.5%) Shares 14,877 (+8.0%) Est. Cost $50.81 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value $2.939M (+3.5%) Shares 57,685 (+3.3%) Est. Cost $50.69 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value $580K (+20.9%) Shares 12,477 (+21.8%) Est. Cost $36.87 Unrealized +39.1%
ARW ARROW ELECTRS INC COM 0.0%
Value $352K (+39.7%) Shares 2,453 (+7.3%) Est. Cost $124.32 Unrealized +7.4%
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND 0.0%
Value $307K (+47.6%) Shares 10,262 (+34.8%) Est. Cost $28.02 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value $985K (+11.1%) Shares 2,997 (+1.9%) Est. Cost $790.10 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value $777K (+14.5%) Shares 11,094 (+9.4%) Est. Cost $68.39 Unrealized
ONDS ONDAS INC COM NEW 0.0%
Value $460K (+27.1%) Shares 50,912 (+37.3%) Est. Cost $3.89 Unrealized +191.3%
TAP MOLSON COORS BEVERAGE CO CL B 0.0%
Value $603K (+19.3%) Shares 14,009 (+29.4%) Est. Cost $51.75 Unrealized -4.4%
AON AON PLC SHS CL A 0.0%
Value $1.399M (-6.5%) Shares 4,334 (+2.2%) Est. Cost $363.04 Unrealized -7.4%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value $476K (-17.0%) Shares 20,901 (+6.7%) Est. Cost $40.65 Unrealized -23.5%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value $634K (+18.2%) Shares 14,264 (+21.9%) Est. Cost $47.05 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value $568K (-14.5%) Shares 11,257 (+15.4%) Est. Cost $69.32 Unrealized -3.8%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.0%
Value $462K (+25.8%) Shares 10,355 (+26.7%) Est. Cost $41.20 Unrealized
BMNR BITMINE IMMERSION TECHS INC COM NEW 0.0%
Value $528K (+21.8%) Shares 26,703 (+67.2%) Est. Cost $37.33 Unrealized -31.9%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $2.056M (-4.4%) Shares 3,492 (+1.1%) Est. Cost $506.83 Unrealized +30.4%
ICVT ISHARES CONVERTIBLE BOND ETF 0.0%
Value $1.511M (+6.6%) Shares 14,849 (+3.1%) Est. Cost $96.79 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value $973K (+10.5%) Shares 4,318 (+1.7%) Est. Cost $205.21 Unrealized
KSS KOHLS CORP COM 0.0%
Value $162K (-35.9%) Shares 12,584 (+1.4%) Est. Cost $13.59 Unrealized +38.3%
MSTR STRATEGY INC CL A NEW 0.0%
Value $917K (+10.9%) Shares 7,351 (+35.0%) Est. Cost $205.43 Unrealized -28.5%
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 0.0%
Value $688K (+15.0%) Shares 7,969 (+13.0%) Est. Cost $79.03 Unrealized
DGRS WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.0%
Value $436K (+25.6%) Shares 8,233 (+17.7%) Est. Cost $47.91 Unrealized
WCC WESCO INTL INC COM 0.0%
Value $585K (+17.4%) Shares 2,138 (+5.0%) Est. Cost $224.80 Unrealized +28.3%
OKLO OKLO INC COM CL A 0.0%
Value $321K (-21.1%) Shares 6,465 (+14.1%) Est. Cost $96.73 Unrealized -17.0%
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value $359K (-19.1%) Shares 17,300 (+26.5%) Est. Cost $40.99 Unrealized -38.2%
GM GENERAL MTRS CO COM 0.1%
Value $3.423M (-2.4%) Shares 45,946 (+6.6%) Est. Cost $47.66 Unrealized +72.6%
CLOI VANECK CLO ETF 0.0%
Value $401K (+25.8%) Shares 7,608 (+26.0%) Est. Cost $52.86 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value $485K (-14.4%) Shares 2,777 (+10.8%) Est. Cost $216.73 Unrealized -7.5%
EQR EQUITY RESIDENTIAL SH BEN INT 0.0%
Value $839K (+10.5%) Shares 14,186 (+17.8%) Est. Cost $59.66 Unrealized +4.0%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value $1.281M (+6.6%) Shares 50,275 (+6.6%) Est. Cost $25.51 Unrealized
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $501K (-13.7%) Shares 4,577 (+2.6%) Est. Cost $20805.24 Unrealized
FTBD FIDELITY TACTICAL BOND ETF 0.0%
Value $391K (+25.3%) Shares 7,951 (+26.2%) Est. Cost $49.33 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value $341K (+29.9%) Shares 4,757 (+17.7%) Est. Cost $61.40 Unrealized +10.1%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $632K (+13.9%) Shares 58,331 (+48.8%) Est. Cost $25.72 Unrealized -32.9%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value $556K (+15.8%) Shares 11,195 (+8.8%) Est. Cost $44.73 Unrealized
EWU ISHARES MSCI UNITED KINGDOM ETF 0.0%
Value $504K (+17.5%) Shares 11,058 (+13.4%) Est. Cost $41.35 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value $377K (+24.7%) Shares 4,038 (+25.9%) Est. Cost $86.66 Unrealized +9.9%
CDP COPT DEFENSE PROPERTIES SHS BEN INT 0.0%
Value $467K (+19.0%) Shares 15,261 (+8.1%) Est. Cost $29.27 Unrealized
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 0.0%
Value $1.059M (+7.5%) Shares 22,767 (+9.4%) Est. Cost $47.16 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value $1.221M (-5.7%) Shares 8,404 (+3.4%) Est. Cost $139.96 Unrealized +18.8%
DOV DOVER CORP COM 0.0%
Value $627K (+13.1%) Shares 3,006 (+6.0%) Est. Cost $160.23 Unrealized +34.0%
TTD THE TRADE DESK INC COM CL A 0.0%
Value $1.175M (+6.5%) Shares 51,778 (+78.3%) Est. Cost $51.63 Unrealized -39.5%
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.0%
Value $635K (+12.8%) Shares 13,243 (+14.5%) Est. Cost $48.64 Unrealized
BIIB BIOGEN INC COM 0.0%
Value $877K (+8.9%) Shares 4,781 (+4.5%) Est. Cost $151.86 Unrealized +20.7%
NI NISOURCE INC COM 0.0%
Value $437K (+19.3%) Shares 9,372 (+6.7%) Est. Cost $38.64 Unrealized +13.9%
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF 0.0%
Value $391K (+21.9%) Shares 8,217 (+23.0%) Est. Cost $47.86 Unrealized
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 0.0%
Value $359K (+23.8%) Shares 18,969 (+25.4%) Est. Cost $18.92 Unrealized
TFLR T. ROWE PRICE FLOATING RATE ETF 0.0%
Value $390K (+21.4%) Shares 7,748 (+23.9%) Est. Cost $51.20 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value $339K (+25.4%) Shares 5,216 (+1.1%) Est. Cost $51.74 Unrealized
LYV LIVE NATION ENTERTAINMENT INC COM 0.0%
Value $818K (+9.0%) Shares 5,361 (+1.9%) Est. Cost $154.06 Unrealized -3.7%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value $249K (+36.1%) Shares 4,214 (+75.7%) Est. Cost $79.72 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $655K (-8.9%) Shares 8,501 (+3.2%) Est. Cost $94.33 Unrealized -5.1%
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value $2.695M (-2.3%) Shares 24,313 (+3.7%) Est. Cost $96.65 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value $844K (+8.1%) Shares 5,790 (+6.3%) Est. Cost $142.80 Unrealized
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $318K (-16.5%) Shares 4,875 (+1.3%) Est. Cost $76.61 Unrealized +2.3%
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value $1.216M (+5.4%) Shares 28,614 (+7.6%) Est. Cost $42.20 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value $3.733M (-1.6%) Shares 29,753 (+14.9%) Est. Cost $127.80 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value $112K (+122.2%) Shares 22,900 (+129.0%) Est. Cost $5.04 Unrealized
AFLG FIRST TRUST ACTIVE FACTOR LARGE CAP ETF 0.0%
Value $1.297M (+4.9%) Shares 33,618 (+6.4%) Est. Cost $36.89 Unrealized
WAL WESTERN ALLIANCE BANCORP COM 0.0%
Value $623K (-8.9%) Shares 8,795 (+8.1%) Est. Cost $82.89 Unrealized +8.5%
CNC CENTENE CORP DEL COM 0.0%
Value $248K (-19.2%) Shares 7,578 (+1.5%) Est. Cost $30.69 Unrealized +41.2%
CINF CINCINNATI FINL CORP COM 0.0%
Value $572K (+11.4%) Shares 3,633 (+15.7%) Est. Cost $143.26 Unrealized +13.7%
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $1.8M (+3.4%) Shares 6,608 (+9.2%) Est. Cost $34888.27 Unrealized
DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 0.0%
Value $354K (+19.6%) Shares 14,788 (+5.3%) Est. Cost $21.24 Unrealized
FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 0.0%
Value $306K (+23.4%) Shares 1,926 (+27.0%) Est. Cost $164.65 Unrealized
ABBV ABBVIE INC COM 0.3%
Value $15.63M (+0.4%) Shares 71,885 (+5.4%) Est. Cost $172.28 Unrealized +29.2%
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value $99,426 (-36.7%) Shares 15,584 (+3.3%) Est. Cost $5.57 Unrealized +65.8%
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.0%
Value $619K (+10.3%) Shares 2,439 (+4.7%) Est. Cost $164.44 Unrealized
HEWJ ISHARES CURRENCY HEDGED MSCI JAPAN ETF 0.0%
Value $324K (+21.6%) Shares 5,753 (+13.9%) Est. Cost $46.70 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value $917K (+6.4%) Shares 11,567 (+7.1%) Est. Cost $79.54 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value $138K (-28.5%) Shares 6,100 (+19.6%) Est. Cost $51.63 Unrealized -39.5%
FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 0.0%
Value $661K (+9.1%) Shares 18,989 (+7.3%) Est. Cost $32.70 Unrealized
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value $526K (-9.5%) Shares 33,235 (+28.3%) Est. Cost $28.05 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value $342K (-13.8%) Shares 3,928 (+3.0%) Est. Cost $106.36 Unrealized -3.6%
STE STERIS PLC SHS USD 0.0%
Value $417K (-11.5%) Shares 1,886 (+1.6%) Est. Cost $251.20 Unrealized +1.7%
UTES VIRTUS REAVES UTILITIES ETF 0.0%
Value $1.029M (+5.5%) Shares 12,882 (+4.2%) Est. Cost $74.36 Unrealized
PBTP INVESCO 0-5 YR US TIPS ETF 0.0%
Value $635K (+9.2%) Shares 24,291 (+8.2%) Est. Cost $25.01 Unrealized
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value $535K (+11.0%) Shares 10,757 (+20.3%) Est. Cost $52.22 Unrealized
AZO AUTOZONE INC COM 0.1%
Value $3.7M (+1.4%) Shares 1,095 (+1.9%) Est. Cost $2554.30 Unrealized +41.9%
PYPL PAYPAL HLDGS INC COM 0.0%
Value $199K (-20.7%) Shares 4,400 (+2.3%) Est. Cost $71.79 Unrealized -30.2%
IGLD FT VEST GOLD STRATEGY TARGET INCOME ETF 0.0%
Value $472K (+12.2%) Shares 18,507 (+9.9%) Est. Cost $22.13 Unrealized
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 0.0%
Value $283K (+21.6%) Shares 5,682 (+38.8%) Est. Cost $60.66 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value $305K (+19.7%) Shares 3,153 (+21.0%) Est. Cost $97.67 Unrealized
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 0.0%
Value $218K (-18.7%) Shares 1,534 (+7.0%) Est. Cost $151.74 Unrealized
FVAL FIDELITY VALUE FACTOR ETF 0.0%
Value $321K (+18.4%) Shares 4,619 (+23.3%) Est. Cost $61.55 Unrealized
LBTYK LIBERTY GLOBAL LTD COM CL C 0.0%
Value $194K (+34.2%) Shares 16,503 (+26.4%) Est. Cost $11.64 Unrealized -4.2%
BLV VANGUARD LONG-TERM BOND ETF 0.0%
Value $869K (+6.0%) Shares 12,629 (+7.2%) Est. Cost $70.16 Unrealized
MTN VAIL RESORTS INC COM 0.0%
Value $303K (+19.2%) Shares 2,361 (+23.4%) Est. Cost $219.02 Unrealized -37.1%
YYY AMPLIFY CEF HIGH INCOME ETF 0.0%
Value $209K (+30.1%) Shares 18,982 (+35.8%) Est. Cost $11.61 Unrealized
PPL PPL CORP COM 0.0%
Value $473K (+11.3%) Shares 12,393 (+2.1%) Est. Cost $35.53 Unrealized +2.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value $448K (-9.6%) Shares 6,588 (+10.9%) Est. Cost $73.28 Unrealized +4.1%
ILMN ILLUMINA INC COM 0.0%
Value $986K (-4.5%) Shares 8,001 (+1.6%) Est. Cost $217.46 Unrealized -37.7%
CCI CROWN CASTLE INC COM 0.0%
Value $2.085M (-2.2%) Shares 25,644 (+6.9%) Est. Cost $104.77 Unrealized -15.3%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 0.0%
Value $871K (+5.6%) Shares 14,624 (+6.2%) Est. Cost $59.36 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.0%
Value $1.977M (+2.4%) Shares 72,826 (+3.2%) Est. Cost $27.22 Unrealized
SAN BANCO SANTANDER SA ADR 0.0%
Value $347K (+15.2%) Shares 30,733 (+19.8%) Est. Cost $10.71 Unrealized
CP CANADIAN PACIFIC KANSAS CITY COM 0.0%
Value $311K (+17.2%) Shares 3,950 (+9.7%) Est. Cost $76.30 Unrealized +1.2%
DKS DICKS SPORTING GOODS INC COM 0.0%
Value $2.663M (+1.7%) Shares 13,428 (+1.6%) Est. Cost $177.67 Unrealized +17.0%
RMD RESMED INC COM 0.0%
Value $350K (+14.9%) Shares 1,559 (+23.2%) Est. Cost $255.53 Unrealized +0.2%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value $1.934M (-2.2%) Shares 31,379 (+3.2%) Est. Cost $4960.94 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $380K (+12.9%) Shares 6,330 (+10.0%) Est. Cost $50.68 Unrealized +24.5%
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.0%
Value $491K (+9.7%) Shares 8,785 (+11.2%) Est. Cost $50.38 Unrealized
BKH BLACK HILLS CORP COM 0.0%
Value $557K (+8.4%) Shares 8,028 (+8.4%) Est. Cost $57.91 Unrealized +24.2%
UDEC INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER 0.0%
Value $526K (+8.9%) Shares 13,539 (+11.1%) Est. Cost $39.56 Unrealized
SKY CHAMPION HOMES INC COM 0.0%
Value $528K (-7.5%) Shares 7,103 (+5.1%) Est. Cost $64.83 Unrealized +39.2%
UNOV INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBER 0.0%
Value $541K (+8.5%) Shares 14,524 (+10.8%) Est. Cost $37.98 Unrealized
PPTY US DIVERSIFIED REAL ESTATE ETF 0.0%
Value $571K (+8.0%) Shares 18,950 (+8.0%) Est. Cost $33.46 Unrealized
UOCT INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - OCTOBER 0.0%
Value $541K (+8.3%) Shares 14,148 (+10.6%) Est. Cost $38.97 Unrealized
HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 0.0%
Value $354K (+13.3%) Shares 16,217 (+14.2%) Est. Cost $21.41 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value $566K (+7.9%) Shares 27,316 (+1.7%) Est. Cost $16.87 Unrealized +20.7%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value $903K (+4.8%) Shares 6,123 (+5.2%) Est. Cost $130.26 Unrealized
FPFD FIDELITY PREFERRED SECURITIES & INCOME ETF 0.0%
Value $372K (+12.3%) Shares 17,348 (+14.0%) Est. Cost $21.75 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value $409K (+11.0%) Shares 353 (+27.4%) Est. Cost $1311.78 Unrealized +3.8%
ZTS ZOETIS INC CL A 0.0%
Value $762K (-5.0%) Shares 6,447 (+1.1%) Est. Cost $167.82 Unrealized -24.9%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value $579K (+7.5%) Shares 11,538 (+9.6%) Est. Cost $51.47 Unrealized
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY 0.0%
Value $599K (+7.2%) Shares 14,089 (+9.4%) Est. Cost $39.95 Unrealized
TRP TC ENERGY CORP COM 0.0%
Value $265K (+17.8%) Shares 4,233 (+3.5%) Est. Cost $50.55 Unrealized +15.2%
UBS UBS GROUP AG SHS 0.0%
Value $417K (-8.7%) Shares 10,676 (+8.2%) Est. Cost $34.43 Unrealized +32.3%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $350K (-10.2%) Shares 1,258 (+1.0%) Est. Cost $343.61 Unrealized -11.7%
VTRS VIATRIS INC COM 0.0%
Value $366K (+11.8%) Shares 27,109 (+3.1%) Est. Cost $10.18 Unrealized +38.4%
SYK STRYKER CORPORATION COM 0.0%
Value $2.226M (-1.7%) Shares 6,773 (+5.1%) Est. Cost $362.16 Unrealized +0.7%
PRIM PRIMORIS SVCS CORP COM 0.0%
Value $267K (+17.0%) Shares 1,864 (+1.5%) Est. Cost $110.90 Unrealized +35.1%
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.0%
Value $257K (+17.5%) Shares 11,844 (+16.2%) Est. Cost $21.49 Unrealized
CHTR CHARTER COMMUNICATIONS INC CL A 0.0%
Value $378K (+11.2%) Shares 1,751 (+7.6%) Est. Cost $351.98 Unrealized -39.3%
FIGB FIDELITY INVESTMENT GRADE BOND ETF 0.0%
Value $394K (+10.6%) Shares 9,151 (+11.6%) Est. Cost $43.43 Unrealized
QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF 0.0%
Value $546K (+7.4%) Shares 5,539 (+11.6%) Est. Cost $98.98 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value $254K (+17.2%) Shares 905 (+4.7%) Est. Cost $241.69 Unrealized +12.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value $5.572M (+0.7%) Shares 60,079 (+2.2%) Est. Cost $536.88 Unrealized
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value $554K (+7.2%) Shares 45,970 (+14.6%) Est. Cost $12.79 Unrealized
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value $1.5M (-2.4%) Shares 32,232 (+1.1%) Est. Cost $36.49 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value $251K (+17.2%) Shares 2,692 (+5.3%) Est. Cost $85.75 Unrealized +10.6%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value $980K (+3.9%) Shares 10,463 (+7.4%) Est. Cost $76.36 Unrealized
MET METLIFE INC COM 0.1%
Value $7.127M (-0.5%) Shares 100,774 (+11.1%) Est. Cost $66.84 Unrealized +15.9%
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 0.0%
Value $466K (+8.3%) Shares 2,363 (+5.1%) Est. Cost $155.68 Unrealized
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.0%
Value $350K (-9.2%) Shares 1,933 (+2.0%) Est. Cost $158.92 Unrealized +37.4%
PKG PACKAGING CORP AMER COM 0.0%
Value $494K (+7.7%) Shares 2,327 (+4.7%) Est. Cost $135.48 Unrealized +67.0%
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A 0.0%
Value $285K (+14.2%) Shares 14,874 (+14.1%) Est. Cost $18.59 Unrealized
RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 0.0%
Value $589K (+6.4%) Shares 17,753 (+7.8%) Est. Cost $37.16 Unrealized
TOST TOAST INC CL A 0.0%
Value $264K (+15.3%) Shares 9,962 (+54.4%) Est. Cost $39.04 Unrealized -20.6%
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.0%
Value $661K (+5.5%) Shares 19,132 (+1.1%) Est. Cost $30.09 Unrealized
NTES NETEASE COM INC SPONSORED ADS 0.0%
Value $221K (-13.5%) Shares 1,978 (+6.4%) Est. Cost $148.83 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value $69,417 (+98.4%) Shares 53,812 (+264.6%) Est. Cost $2.43 Unrealized -8.3%
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.0%
Value $365K (+10.4%) Shares 10,405 (+3.7%) Est. Cost $28.88 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value $2.975M (-1.1%) Shares 9,482 (+1.8%) Est. Cost $8691.48 Unrealized
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value $228K (+17.4%) Shares 28,769 (+8.2%) Est. Cost $6.87 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value $1.168M (+3.0%) Shares 10,885 (+5.2%) Est. Cost $81.17 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $260K (+14.9%) Shares 6,016 (+2.0%) Est. Cost $37.49 Unrealized +6.7%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value $1.12M (-2.9%) Shares 9,516 (+6.4%) Est. Cost $98.96 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value $429K (+8.3%) Shares 9,788 (+9.6%) Est. Cost $38.73 Unrealized
APTV APTIV PLC COM SHS 0.0%
Value $1.503M (+2.2%) Shares 21,649 (+12.0%) Est. Cost $64.40 Unrealized +25.7%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value $1.041M (+3.2%) Shares 58,634 (+6.0%) Est. Cost $18.02 Unrealized
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 0.0%
Value $1.05M (-3.0%) Shares 4,113 (+5.6%) Est. Cost $210.69 Unrealized
AFMC FIRST TRUST ACTIVE FACTOR MID CAP ETF 0.0%
Value $439K (+7.9%) Shares 12,373 (+4.8%) Est. Cost $32.59 Unrealized
ACT ENACT HLDGS INC COM 0.0%
Value $335K (+10.5%) Shares 8,212 (+7.3%) Est. Cost $33.32 Unrealized +22.4%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.0%
Value $2.51M (-1.2%) Shares 75,228 (+2.5%) Est. Cost $31.17 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value $621K (+5.3%) Shares 3,012 (+9.4%) Est. Cost $175.92 Unrealized
TEM TEMPUS AI INC CL A 0.0%
Value $224K (-12.2%) Shares 4,963 (+14.7%) Est. Cost $69.37 Unrealized -11.7%
RKT ROCKET COS INC COM CL A 0.0%
Value $230K (-11.8%) Shares 16,135 (+19.8%) Est. Cost $18.25 Unrealized +10.4%
TOL TOLL BROTHERS INC COM 0.0%
Value $347K (+9.7%) Shares 2,543 (+8.6%) Est. Cost $136.88 Unrealized +9.6%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value $503K (+6.5%) Shares 10,827 (+12.3%) Est. Cost $85.65 Unrealized -42.8%
WOOD ISHARES GLOBAL TIMBER & FORESTRY ETF 0.0%
Value $582K (+5.2%) Shares 8,200 (+6.8%) Est. Cost $74.56 Unrealized
ZETA ZETA GLOBAL HOLDINGS CORP CL A 0.0%
Value $245K (-10.5%) Shares 15,416 (+14.4%) Est. Cost $18.24 Unrealized +5.4%
WY WEYERHAEUSER CO COM NEW 0.0%
Value $442K (+6.9%) Shares 18,104 (+3.7%) Est. Cost $29.40 Unrealized -19.0%
FOX FOX CORP CL B COM 0.0%
Value $448K (+6.8%) Shares 8,438 (+30.6%) Est. Cost $58.93 Unrealized +3.1%
ATO ATMOS ENERGY CORP COM 0.0%
Value $264K (+11.9%) Shares 1,429 (+1.5%) Est. Cost $160.21 Unrealized +7.0%
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value $228K (-10.9%) Shares 11,005 (+10.1%) Est. Cost $28.05 Unrealized
KNSL KINSALE CAP GROUP INC COM 0.0%
Value $213K (-11.5%) Shares 624 (+1.3%) Est. Cost $407.49 Unrealized -3.4%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value $1.02M (-2.6%) Shares 13,561 (+10.7%) Est. Cost $75.94 Unrealized +0.5%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value $2.964M (-0.9%) Shares 18,847 (+2.0%) Est. Cost $162.47 Unrealized +1.5%
PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 0.0%
Value $548K (+5.2%) Shares 24,625 (+4.1%) Est. Cost $20.57 Unrealized
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value $1.37M (+2.0%) Shares 33,537 (+4.3%) Est. Cost $40.09 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value $555K (+5.0%) Shares 7,373 (+12.6%) Est. Cost $75.85 Unrealized +0.9%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value $342K (+8.3%) Shares 9,400 (+20.8%) Est. Cost $36.24 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value $230K (-10.2%) Shares 474 (+7.5%) Est. Cost $685.18 Unrealized -27.4%
FLJP FRANKLIN FTSE JAPAN ETF 0.0%
Value $285K (+10.1%) Shares 7,880 (+4.8%) Est. Cost $34.53 Unrealized
COO COOPER COS INC COM 0.0%
Value $265K (-9.0%) Shares 3,706 (+4.3%) Est. Cost $71.78 Unrealized +14.4%
IT GARTNER INC COM 0.0%
Value $1.608M (-1.6%) Shares 10,156 (+56.8%) Est. Cost $321.03 Unrealized -38.3%
THO THOR INDS INC COM 0.0%
Value $308K (-7.8%) Shares 3,858 (+18.6%) Est. Cost $87.94 Unrealized +28.6%
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value $234K (+12.3%) Shares 9,036 (+4.7%) Est. Cost $24.19 Unrealized
XFEB FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - FEBRUARY 0.0%
Value $1.332M (+1.9%) Shares 37,849 (+3.4%) Est. Cost $32.30 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC COM 0.0%
Value $154K (+19.2%) Shares 32,803 (+48.5%) Est. Cost $5.28 Unrealized +5.9%
NWG NATWEST GROUP PLC SPONS ADR 0.0%
Value $170K (-12.7%) Shares 11,396 (+2.6%) Est. Cost $14.42 Unrealized
MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value $494K (+5.2%) Shares 5,143 (+1.3%) Est. Cost $42746.36 Unrealized
MKL MARKEL GROUP INC COM 0.0%
Value $408K (-5.6%) Shares 213 (+6.0%) Est. Cost $1946.59 Unrealized +6.7%
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.0%
Value $363K (+7.1%) Shares 21,698 (+8.4%) Est. Cost $16.90 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value $430K (+5.9%) Shares 7,011 (+43.3%) Est. Cost $76.07 Unrealized +1.0%
OSCR OSCAR HEALTH INC CL A 0.0%
Value $164K (-12.7%) Shares 14,275 (+9.4%) Est. Cost $16.35 Unrealized -9.9%
MSIF MSC INCOME FUND INC COM 0.0%
Value $1.175M (-2.0%) Shares 96,445 (+5.8%) Est. Cost $13.27 Unrealized -1.6%
GMED GLOBUS MED INC CL A 0.0%
Value $280K (+9.1%) Shares 3,255 (+10.6%) Est. Cost $77.36 Unrealized +17.8%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $772K (+3.1%) Shares 2,554 (+3.0%) Est. Cost $291.82 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.0%
Value $378K (+6.5%) Shares 8,101 (+16.0%) Est. Cost $49.28 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value $361K (-6.0%) Shares 3,238 (+10.3%) Est. Cost $101.34 Unrealized
CPNG COUPANG INC CL A 0.0%
Value $52,864 (+72.4%) Shares 2,800 (+115.4%) Est. Cost $28.45 Unrealized -30.2%
BMO BANK MONTREAL MEDIUM COM 0.0%
Value $240K (+10.1%) Shares 1,775 (+5.6%) Est. Cost $119.13 Unrealized +16.6%
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT 0.0%
Value $455K (+5.0%) Shares 12,590 (+1.0%) Est. Cost $33.53 Unrealized
PPH VANECK PHARMACEUTICAL ETF 0.0%
Value $877K (+2.5%) Shares 8,447 (+1.8%) Est. Cost $89.33 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value $234K (-8.3%) Shares 1,940 (+1.4%) Est. Cost $133.35 Unrealized
H HYATT HOTELS CORP COM CL A 0.0%
Value $397K (-5.0%) Shares 2,760 (+5.9%) Est. Cost $153.76 Unrealized +7.0%
IDXX IDEXX LABS INC COM 0.0%
Value $686K (-2.9%) Shares 1,220 (+16.9%) Est. Cost $542.15 Unrealized +23.6%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $929K (-2.1%) Shares 13,899 (+3.1%) Est. Cost $70.26 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value $607K (+3.4%) Shares 6,063 (+2.7%) Est. Cost $99.53 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value $679K (+3.0%) Shares 34,592 (+3.6%) Est. Cost $19.52 Unrealized
AMT AMERICAN TOWER CORP COM 0.0%
Value $369K (+5.6%) Shares 2,141 (+7.5%) Est. Cost $203.65 Unrealized -14.2%
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF 0.0%
Value $337K (+6.2%) Shares 8,392 (+9.2%) Est. Cost $41.27 Unrealized
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 0.0%
Value $329K (+5.8%) Shares 12,745 (+6.7%) Est. Cost $25.95 Unrealized
GJAN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JAN 0.0%
Value $249K (+7.6%) Shares 5,948 (+9.9%) Est. Cost $42.71 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value $538K (+3.3%) Shares 14,013 (+8.2%) Est. Cost $31.64 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value $373K (+4.8%) Shares 1,702 (+1.4%) Est. Cost $235.83 Unrealized -8.2%
WESTERN ASSET EMERGING MKTS DE COM 0.0%
Value $139K (+13.9%) Shares 14,157 (+23.3%) Est. Cost $9.68 Unrealized
UDIV FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF 0.1%
Value $3.072M (+0.5%) Shares 59,522 (+3.5%) Est. Cost $46.25 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 0.0%
Value $340K (+5.1%) Shares 15,712 (+13.1%) Est. Cost $20.26 Unrealized
SNPS SYNOPSYS INC COM 0.0%
Value $1.129M (-1.4%) Shares 2,848 (+16.8%) Est. Cost $473.70 Unrealized -0.4%
NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 0.0%
Value $142K (-10.1%) Shares 10,905 (+1.1%) Est. Cost $16.61 Unrealized
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 0.0%
Value $283K (+5.8%) Shares 3,749 (+4.9%) Est. Cost $68.99 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value $1.742M (+0.9%) Shares 44,179 (+1.3%) Est. Cost $36.04 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value $472K (+3.2%) Shares 5,897 (+2.0%) Est. Cost $82.91 Unrealized +9.1%
FSS FEDERAL SIGNAL CORP COM 0.0%
Value $290K (+5.1%) Shares 2,683 (+5.5%) Est. Cost $114.44 Unrealized +0.6%
GOLY STRATEGY SHARES GOLD ENHANCED YIELD ETF 0.0%
Value $332K (+4.3%) Shares 11,272 (+23.8%) Est. Cost $32.47 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A 0.0%
Value $218K (+6.6%) Shares 5,516 (+22.5%) Est. Cost $45.39 Unrealized +3.6%
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value $322K (+4.4%) Shares 3,518 (+1.7%) Est. Cost $76.87 Unrealized
QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF 0.0%
Value $363K (+3.8%) Shares 9,039 (+9.9%) Est. Cost $42.27 Unrealized
IAK ISHARES U.S. INSURANCE ETF 0.0%
Value $980K (-1.3%) Shares 7,638 (+4.8%) Est. Cost $134.93 Unrealized
UNM UNUM GROUP COM 0.0%
Value $399K (-2.9%) Shares 5,459 (+3.0%) Est. Cost $78.57 Unrealized -3.8%
AGGH SIMPLIFY AGGREGATE BOND ETF 0.0%
Value $213K (+5.9%) Shares 10,449 (+7.7%) Est. Cost $20.67 Unrealized
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.0%
Value $285K (+4.3%) Shares 12,562 (+5.5%) Est. Cost $22.49 Unrealized
NTRS NORTHERN TR CORP COM 0.0%
Value $325K (+3.7%) Shares 2,328 (+1.5%) Est. Cost $112.65 Unrealized +30.4%
ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 0.0%
Value $609K (+1.9%) Shares 14,575 (+1.2%) Est. Cost $36.33 Unrealized
HUM HUMANA INC COM 0.0%
Value $191K (+6.4%) Shares 1,100 (+57.1%) Est. Cost $253.80 Unrealized -11.9%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $252K (-4.3%) Shares 2,210 (+14.3%) Est. Cost $121.74 Unrealized +10.7%
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value $231K (+5.1%) Shares 6,255 (+3.7%) Est. Cost $33.97 Unrealized +3.3%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value $554K (-2.0%) Shares 5,539 (+3.0%) Est. Cost $92.56 Unrealized
FTV FORTIVE CORP COM 0.0%
Value $500K (+2.2%) Shares 9,047 (+2.1%) Est. Cost $55.70 Unrealized +0.8%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value $841K (+1.3%) Shares 16,816 (+2.3%) Est. Cost $50.74 Unrealized
RDW REDWIRE CORPORATION COM 0.0%
Value $86,794 (+14.1%) Shares 10,211 (+2.0%) Est. Cost $10.73 Unrealized -5.3%
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 0.0%
Value $501K (-2.1%) Shares 5,076 (+2.2%) Est. Cost $102.42 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $737K (+1.4%) Shares 18,206 (+15.0%) Est. Cost $40.93 Unrealized +14.0%
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.0%
Value $1.273M (+0.8%) Shares 56,501 (+1.9%) Est. Cost $22.57 Unrealized
POOL POOL CORP COM 0.0%
Value $335K (-2.9%) Shares 1,656 (+9.8%) Est. Cost $346.87 Unrealized -27.4%
MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 0.0%
Value $1.01M (-1.0%) Shares 22,611 (+5.3%) Est. Cost $40.90 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value $296K (-3.2%) Shares 799 (+1.1%) Est. Cost $386.77 Unrealized
REI RING ENERGY INC COM 0.0%
Value $19,715 (+96.1%) Shares 12,885 (+11.5%) Est. Cost $1.64 Unrealized -31.4%
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value $331K (+3.0%) Shares 4,577 (+4.2%) Est. Cost $67.83 Unrealized
CTRE CARETRUST REIT INC COM 0.0%
Value $229K (+4.2%) Shares 6,259 (+2.8%) Est. Cost $36.17 Unrealized
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND 0.0%
Value $832K (-1.1%) Shares 5,399 (+2.6%) Est. Cost $134.34 Unrealized
BBDC BARINGS BDC INC COM 0.0%
Value $284K (+3.1%) Shares 34,536 (+15.0%) Est. Cost $7.56 Unrealized +20.2%
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.0%
Value $242K (+3.6%) Shares 6,147 (+6.2%) Est. Cost $39.73 Unrealized
IXP ISHARES GLOBAL COMM SERVICES ETF 0.0%
Value $220K (-3.5%) Shares 1,917 (+1.9%) Est. Cost $112.36 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value $438K (+1.8%) Shares 3,231 (+20.9%) Est. Cost $156.04 Unrealized +3.4%
SMB VANECK SHORT MUNI ETF 0.0%
Value $615K (+1.2%) Shares 35,566 (+1.8%) Est. Cost $17.12 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value $323K (+1.9%) Shares 1,953 (+2.5%) Est. Cost $169.14 Unrealized +9.1%
EWBC EAST WEST BANCORP INC COM 0.0%
Value $245K (-2.4%) Shares 2,292 (+2.7%) Est. Cost $104.15 Unrealized +11.6%
BX BLACKSTONE INC COM 0.1%
Value $8.627M (+0.1%) Shares 75,028 (+34.1%) Est. Cost $135.57 Unrealized +3.9%
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value $722K (+0.8%) Shares 18,184 (+2.1%) Est. Cost $41.31 Unrealized
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value $1.065M (-0.5%) Shares 24,759 (+2.8%) Est. Cost $44.42 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value $211K (+2.5%) Shares 528 (+3.3%) Est. Cost $408.30 Unrealized +9.9%
DUSA DAVIS SELECT U.S. EQUITY ETF 0.0%
Value $251K (+2.0%) Shares 4,940 (+2.7%) Est. Cost $51.12 Unrealized
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value $500K (+0.9%) Shares 20,174 (+1.5%) Est. Cost $24.84 Unrealized
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR 0.0%
Value $94,364 (+5.0%) Shares 18,760 (+10.6%) Est. Cost $3.69 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value $587K (-0.7%) Shares 5,690 (+4.6%) Est. Cost $20663.15 Unrealized
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value $271K (-1.4%) Shares 2,489 (+46.2%) Est. Cost $168.91 Unrealized -12.0%
LEN LENNAR CORP CL A 0.0%
Value $994K (+0.4%) Shares 11,441 (+18.8%) Est. Cost $128.00 Unrealized -10.6%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value $1.238M (-0.3%) Shares 12,797 (+9.4%) Est. Cost $102.32 Unrealized +0.6%
VFC V F CORP COM 0.0%
Value $1.312M (+0.3%) Shares 77,213 (+6.7%) Est. Cost $13.72 Unrealized +45.2%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value $208K (+1.6%) Shares 2,304 (+1.1%) Est. Cost $94.55 Unrealized -3.1%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value $215K (+1.5%) Shares 3,437 (+1.2%) Est. Cost $61.36 Unrealized +4.6%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value $639K (+0.5%) Shares 7,550 (+1.0%) Est. Cost $78.98 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value $370K (+0.8%) Shares 4,621 (+7.3%) Est. Cost $75.70 Unrealized +8.2%
JHML JOHN HANCOCK MULTIFACTOR LARGE CAP ETF 0.0%
Value $819K (+0.4%) Shares 10,465 (+2.4%) Est. Cost $53.62 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value $329K (+0.9%) Shares 8,061 (+7.7%) Est. Cost $26.80 Unrealized +80.2%
GSBD GOLDMAN SACHS BDC INC SHS 0.0%
Value $481K (-0.6%) Shares 54,217 (+3.9%) Est. Cost $14.90 Unrealized -37.8%
ULTA ULTA BEAUTY INC COM 0.0%
Value $343K (-0.8%) Shares 657 (+14.9%) Est. Cost $565.25 Unrealized +18.5%
ALTS ALT5 SIGMA CORP COM 0.0%
Value $48,307 (+5.5%) Shares 43,520 (+4.6%) Est. Cost $4.08 Unrealized -55.8%
FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 0.1%
Value $3.946M (-0.1%) Shares 79,367 (+2.9%) Est. Cost $44.89 Unrealized
DHI D R HORTON INC COM 0.0%
Value $472K (-0.4%) Shares 3,440 (+4.5%) Est. Cost $115.39 Unrealized +35.1%
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF 0.0%
Value $1.627M (+0.1%) Shares 14,122 (+2.6%) Est. Cost $109.67 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value $8,089 (-14.4%) Shares 12,615 (+10.5%) Est. Cost $2.45 Unrealized -65.8%
HEI/A HEICO CORP NEW CL A 0.0%
Value $402K (-0.3%) Shares 1,905 (+19.2%) Est. Cost $250.95 Unrealized +3.4%
OXSQ OXFORD SQUARE CAP CORP COM 0.0%
Value $37,554 (+3.6%) Shares 21,217 (+3.0%) Est. Cost $2.18 Unrealized -15.4%
SSO PROSHARES ULTRA S&P 500 0.0%
Value $238K (+0.6%) Shares 4,578 (+12.3%) Est. Cost $81.40 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value $242K (-0.4%) Shares 2,156 (+1.6%) Est. Cost $111.77 Unrealized
AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND 0.0%
Value $462K (-0.1%) Shares 10,642 (+1.3%) Est. Cost $43.80 Unrealized
BLACKROCK INCOME TR INC COM NEW 0.0%
Value $459K (-0.0%) Shares 43,420 (+4.4%) Est. Cost $12.21 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value $305K (+0.0%) Shares 851 (+16.3%) Est. Cost $475.84 Unrealized -15.8%

Exited Positions (119)

UNG UNITED STATES NATURAL GAS FUND LP 0.1%
Value $6.451M Shares 526,216 Est. Cost $12.26 Unrealized
ENVA ENOVA INTL INC COM 0.1%
Value $5.328M Shares 33,894 Est. Cost $104.67 Unrealized +49.0%
IDCC INTERDIGITAL INC COM 0.1%
Value $5.003M Shares 15,713 Est. Cost $199.88 Unrealized +69.1%
CPER UNITED STATES COPPER INDEX FUND 0.1%
Value $4.68M Shares 133,862 Est. Cost $31.29 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value $3.924M Shares 42,683 Est. Cost $84.84 Unrealized
NEM NEWMONT CORP COM 0.0%
Value $1.797M Shares 18,000 Est. Cost $52.90 Unrealized +123.3%
PTC PTC INC COM 0.0%
Value $1.395M Shares 8,008 Est. Cost $173.27 Unrealized -7.1%
BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER 0.0%
Value $1.124M Shares 22,817 Est. Cost $48.32 Unrealized
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value $1.123M Shares 25,974 Est. Cost $42.61 Unrealized
ZG ZILLOW GROUP INC CL A 0.0%
Value $1.03M Shares 15,091 Est. Cost $67.06 Unrealized -13.2%
BAUG INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value $1.025M Shares 20,490 Est. Cost $49.05 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value $1.02M Shares 31,590 Est. Cost $31.43 Unrealized -0.1%
MDT MEDTRONIC PLC SHS 0.0%
Value $932K Shares 9,700 Est. Cost $84.54 Unrealized +17.7%
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value $900K Shares 20,571 Est. Cost $43.74 Unrealized
CPRI CAPRI HOLDINGS LIMITED SHS 0.0%
Value $831K Shares 34,048 Est. Cost $21.94 Unrealized +4.2%
MCW MISTER CAR WASH INC COM 0.0%
Value $818K Shares 147,061 Est. Cost $7.75 Unrealized -21.7%
XTL STATE STREET SPDR S&P TELECOM ETF 0.0%
Value $773K Shares 5,044 Est. Cost $141.51 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value $733K Shares 3,589 Est. Cost $142.76 Unrealized +41.9%
XMTR XOMETRY INC CLASS A COM 0.0%
Value $714K Shares 12,002 Est. Cost $31.82 Unrealized +90.5%
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value $704K Shares 26,303 Est. Cost $39.16 Unrealized -29.6%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $636K Shares 17,271 Est. Cost $36.09 Unrealized
VTHR VANGUARD RUSSELL 3000 ETF 0.0%
Value $611K Shares 2,033 Est. Cost $300.40 Unrealized
USEP INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER 0.0%
Value $572K Shares 14,554 Est. Cost $38.74 Unrealized
BBY BEST BUY INC COM 0.0%
Value $528K Shares 7,886 Est. Cost $76.96 Unrealized -13.0%
CYBERARK SOFTWARE LTD SHS 0.0%
Value $499K Shares 1,119 Est. Cost $319.84 Unrealized
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value $495K Shares 24,755 Est. Cost $21.56 Unrealized -2.9%
UAUG INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST 0.0%
Value $486K Shares 12,178 Est. Cost $39.39 Unrealized
PAAS PAN AMERN SILVER CORP COM 0.0%
Value $454K Shares 8,756 Est. Cost $41.86 Unrealized +39.5%
CB CHUBB LIMITED COM 0.0%
Value $437K Shares 1,400 Est. Cost $270.82 Unrealized +16.8%
REV GROUP INC COM 0.0%
Value $432K Shares 7,105 Est. Cost $60.81 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value $420K Shares 1,700 Est. Cost $261.93 Unrealized +3.6%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value $411K Shares 4,288 Est. Cost $91.50 Unrealized +4.8%
NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 0.0%
Value $403K Shares 7,331 Est. Cost $48.71 Unrealized
ETSY ETSY INC COM 0.0%
Value $393K Shares 7,088 Est. Cost $51.86 Unrealized +7.7%
BCS BARCLAYS PLC ADR 0.0%
Value $379K Shares 14,886 Est. Cost $20.83 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value $367K Shares 9,862 Est. Cost $38.27 Unrealized +2.6%
VIPS VIPSHOP HLDGS LTD SPONSORED ADS A 0.0%
Value $366K Shares 20,708 Est. Cost $17.69 Unrealized
FIVE FIVE BELOW INC COM 0.0%
Value $358K Shares 1,900 Est. Cost $152.05 Unrealized +32.6%
TFX TELEFLEX INCORPORATED COM 0.0%
Value $338K Shares 2,768 Est. Cost $146.91 Unrealized -26.0%
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF 0.0%
Value $331K Shares 7,931 Est. Cost $41.70 Unrealized
SFM SPROUTS FMRS MKT INC COM 0.0%
Value $327K Shares 4,106 Est. Cost $147.02 Unrealized -50.8%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 0.0%
Value $319K Shares 3,126 Est. Cost $87.26 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value $318K Shares 6,640 Est. Cost $8389.07 Unrealized
RYAN RYAN SPECIALTY HOLDINGS INC CL A 0.0%
Value $306K Shares 5,931 Est. Cost $64.67 Unrealized -27.9%
CPB THE CAMPBELLS COMPANY COM 0.0%
Value $305K Shares 10,957 Est. Cost $30.06 Unrealized -9.2%
DUOL DUOLINGO INC CL A COM 0.0%
Value $304K Shares 1,731 Est. Cost $170.48 Unrealized -19.1%
AA ALCOA CORP COM 0.0%
Value $297K Shares 5,586 Est. Cost $34.60 Unrealized +76.6%
HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 0.0%
Value $288K Shares 9,666 Est. Cost $33.19 Unrealized
CORNERCAP FUNDAMETRICS LARGE-CAP ETF 0.0%
Value $280K Shares 5,993 Est. Cost $41.64 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value $277K Shares 817 Est. Cost $337.82 Unrealized +3.1%
FSLR FIRST SOLAR INC COM 0.0%
Value $268K Shares 1,026 Est. Cost $191.94 Unrealized +23.5%
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value $264K Shares 3,401 Est. Cost $68.84 Unrealized
VRSK VERISK ANALYTICS INC COM 0.0%
Value $259K Shares 1,156 Est. Cost $266.93 Unrealized -23.7%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $258K Shares 1,594 Est. Cost $177.92 Unrealized -36.3%
LAD LITHIA MTRS INC COM 0.0%
Value $253K Shares 761 Est. Cost $322.59 Unrealized -0.3%
NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY 0.0%
Value $251K Shares 3,454 Est. Cost $61.15 Unrealized
DB DEUTSCHE BANK A G NAMEN AKT 0.0%
Value $248K Shares 6,422 Est. Cost $34.09 Unrealized +11.6%
NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER 0.0%
Value $247K Shares 8,617 Est. Cost $28.52 Unrealized
OSEA HARBOR INTERNATIONAL COMPOUNDERS ETF 0.0%
Value $244K Shares 8,070 Est. Cost $28.80 Unrealized
PFE PFIZER INC COM 0.0%
Value $239K Shares 9,600 Est. Cost $26.58 Unrealized -1.5%
AIEQ AMPLIFY AI POWERED EQUITY ETF 0.0%
Value $236K Shares 5,222 Est. Cost $42.39 Unrealized
BNT BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB 0.0%
Value $231K Shares 5,029 Est. Cost $39.82 Unrealized +17.6%
CHWY CHEWY INC CL A 0.0%
Value $230K Shares 6,961 Est. Cost $34.72 Unrealized -15.7%
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A 0.0%
Value $230K Shares 107 Est. Cost $1968.02 Unrealized +6.3%
NTNX NUTANIX INC CL A 0.0%
Value $227K Shares 4,389 Est. Cost $31.01 Unrealized +40.8%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value $226K Shares 4,308 Est. Cost $53.30 Unrealized -3.5%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $223K Shares 4,425 Est. Cost $50.25 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $223K Shares 2,646 Est. Cost $107.85 Unrealized -19.3%
CVCO CAVCO INDS INC DEL COM 0.0%
Value $222K Shares 375 Est. Cost $566.58 Unrealized +6.6%
ILDR FIRST TRUST INNOVATION LEADERS ETF 0.0%
Value $218K Shares 6,611 Est. Cost $32.39 Unrealized
CPAY CORPAY INC COM SHS 0.0%
Value $217K Shares 721 Est. Cost $318.77 Unrealized +2.8%
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR 0.0%
Value $216K Shares 2,997 Est. Cost $72.18 Unrealized
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value $215K Shares 1,562 Est. Cost $131.57 Unrealized +3.9%
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value $214K Shares 10,152 Est. Cost $21.05 Unrealized
BXP BXP INC COM 0.0%
Value $213K Shares 3,157 Est. Cost $64.58 Unrealized +5.0%
RPM RPM INTL INC COM 0.0%
Value $212K Shares 2,035 Est. Cost $108.25 Unrealized +3.6%
VRSN VERISIGN INC COM 0.0%
Value $210K Shares 866 Est. Cost $268.88 Unrealized -12.4%
MSTY YIELDMAX MSTR OPTION INCOME STRATEGY ETF 0.0%
Value $210K Shares 7,092 Est. Cost $29.60 Unrealized
BELFB BEL FUSE INC CL B 0.0%
Value $208K Shares 1,227 Est. Cost $156.18 Unrealized +34.7%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value $208K Shares 3,804 Est. Cost $55.11 Unrealized -1.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value $207K Shares 852 Est. Cost $319.44 Unrealized -22.0%
LKQ LKQ CORP COM 0.0%
Value $205K Shares 6,785 Est. Cost $29.98 Unrealized +10.9%
DORM DORMAN PRODS INC COM 0.0%
Value $203K Shares 1,650 Est. Cost $134.99 Unrealized -6.3%
SEE SEALED AIR CORP NEW COM 0.0%
Value $203K Shares 4,902 Est. Cost $38.57 Unrealized +8.4%
IBN ICICI BK LTD HONG KONG BRANCH ADR 0.0%
Value $203K Shares 6,815 Est. Cost $30.22 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $201K Shares 4,875 Est. Cost $34.79 Unrealized +36.1%
MCO MOODYS CORP COM 0.0%
Value $201K Shares 393 Est. Cost $477.72 Unrealized +2.5%
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value $201K Shares 5,492 Est. Cost $34.16 Unrealized
RIOT RIOT PLATFORMS INC COM 0.0%
Value $182K Shares 14,389 Est. Cost $10.34 Unrealized +53.5%
IMMR IMMERSION CORP COM 0.0%
Value $168K Shares 24,741 Est. Cost $8.16 Unrealized -21.0%
SMR NUSCALE PWR CORP CL A COM 0.0%
Value $153K Shares 10,800 Est. Cost $25.72 Unrealized -32.9%
NOV NOV INC COM 0.0%
Value $114K Shares 7,300 Est. Cost $12.93 Unrealized +43.8%
TSLA TESLA INC COM 0.0%
Value $89,944 Shares 200 Est. Cost $316.61 Unrealized +34.5%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $77,187 Shares 100 Est. Cost $659.17 Unrealized +16.7%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value $76,230 Shares 1,000 Est. Cost $79.72 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value $60,778 Shares 200 Est. Cost $188.30 Unrealized
RTX RTX CORPORATION COM 0.0%
Value $55,020 Shares 300 Est. Cost $129.68 Unrealized +51.6%
CMI CUMMINS INC COM 0.0%
Value $51,045 Shares 100 Est. Cost $266.06 Unrealized +116.3%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value $50,064 Shares 10,012 Est. Cost $5.00 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value $48,565 Shares 500 Est. Cost $79.17 Unrealized +15.9%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $43,872 Shares 200 Est. Cost $201.70 Unrealized -3.6%
CMCT CREATIVE MEDIA & CMNTY TR COM NEW 0.0%
Value $43,396 Shares 11,697 Est. Cost $3.71 Unrealized
STRIVE INC CL A COM 0.0%
Value $38,546 Shares 52,230 Est. Cost $0.74 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value $37,300 Shares 200 Est. Cost $122.79 Unrealized +52.0%
EGY VAALCO ENERGY INC COM NEW 0.0%
Value $36,665 Shares 10,073 Est. Cost $3.76 Unrealized +22.9%
MS MORGAN STANLEY COM NEW 0.0%
Value $35,506 Shares 200 Est. Cost $121.64 Unrealized +47.7%
HD HOME DEPOT INC COM 0.0%
Value $34,410 Shares 100 Est. Cost $342.88 Unrealized +9.9%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value $31,380 Shares 100 Est. Cost $189.61 Unrealized +70.7%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value $26,206 Shares 200 Est. Cost $100.23 Unrealized +34.7%
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value $17,720 Shares 800 Est. Cost $4.91 Unrealized +316.6%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $16,996 Shares 200 Est. Cost $82.87 Unrealized -2.2%
WPRT WESTPORT FUEL SYSTEMS INC COM 0.0%
Value $15,700 Shares 10,000 Est. Cost $1.87 Unrealized +8.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $14,658 Shares 100 Est. Cost $127.80 Unrealized
AGL AGILON HEALTH INC COM 0.0%
Value $13,418 Shares 19,483 Est. Cost $0.78 Unrealized -7.0%
TEM TEMPUS AI INC CL A 0.0%
Value $11,810 Shares 200 Est. Cost $69.37 Unrealized -11.7%
TWO HARBORS INVENTMENT CORPOR 6.25 01/15/2026 0.0%
Value $9,950 Shares 10,000 Est. Cost $0.98 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value $9,555 Shares 500 Est. Cost $26.39 Unrealized -22.5%
BBAI BIGBEAR AI HLDGS INC COM 0.0%
Value $9,180 Shares 1,700 Est. Cost $5.36 Unrealized -3.8%
SNAP SNAP INC CL A 0.0%
Value $8,070 Shares 1,000 Est. Cost $8.30 Unrealized -20.6%

Decreased Positions (447)

SPY STATE STREET SPDR S&P 500 ETF 0.8%
Value $46.56M (-33.7%) Shares 71,600 (-30.5%) Est. Cost $11192.08 Unrealized
CRM SALESFORCE INC COM 0.2%
Value $9.36M (-41.0%) Shares 50,139 (-16.2%) Est. Cost $247.41 Unrealized -12.8%
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value $2.604M (-71.3%) Shares 56,316 (-71.8%) Est. Cost $39.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value $30.51M (-17.2%) Shares 63,678 (-13.1%) Est. Cost $433.07 Unrealized +13.9%
VTV VANGUARD VALUE ETF 0.4%
Value $25.11M (-19.0%) Shares 127,983 (-21.2%) Est. Cost $178.00 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $5.365M (-49.6%) Shares 20,613 (-52.3%) Est. Cost $227.39 Unrealized +20.2%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value $6.816M (-41.5%) Shares 27,483 (-41.9%) Est. Cost $3443.03 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.5%
Value $30.53M (-13.3%) Shares 71,603 (-3.8%) Est. Cost $4294.41 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value $245K (-94.7%) Shares 5,768 (-95.7%) Est. Cost $33.87 Unrealized -0.2%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value $13.46M (-23.3%) Shares 191,845 (-24.2%) Est. Cost $62.82 Unrealized
SLV ISHARES SILVER TRUST 0.1%
Value $5.822M (-39.4%) Shares 85,442 (-42.7%) Est. Cost $239.55 Unrealized
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF 0.0%
Value $2.435M (-57.3%) Shares 13,661 (-55.3%) Est. Cost $122.87 Unrealized
GBCI GLACIER BANCORP INC NEW COM 0.1%
Value $3.09M (-50.7%) Shares 69,178 (-51.3%) Est. Cost $43.57 Unrealized +13.0%
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.2%
Value $12.09M (+34.5%) Shares 197,344 (-1.8%) Est. Cost $242.49 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.3%
Value $19.85M (-13.3%) Shares 34,400 (-7.8%) Est. Cost $8294.93 Unrealized
ADBE ADOBE INC COM 0.1%
Value $4.255M (-41.6%) Shares 17,506 (-15.9%) Est. Cost $410.24 Unrealized -29.3%
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.1%
Value $9.036M (-25.0%) Shares 183,032 (-16.8%) Est. Cost $225.24 Unrealized
DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value $6.688M (-30.9%) Shares 14,440 (-28.3%) Est. Cost $449.09 Unrealized
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value $9.139M (-23.3%) Shares 99,732 (-23.5%) Est. Cost $91.73 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value $2.995M (-47.9%) Shares 16,417 (-30.7%) Est. Cost $191.56 Unrealized +16.5%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.1%
Value $8.291M (-24.9%) Shares 173,748 (-27.9%) Est. Cost $29.26 Unrealized
MU MICRON TECHNOLOGY INC COM 0.3%
Value $18.23M (+16.7%) Shares 53,964 (-1.5%) Est. Cost $144.94 Unrealized +167.0%
COST COSTCO WHOLESALE CORPORATION COM 0.4%
Value $23.13M (+12.0%) Shares 23,217 (-3.1%) Est. Cost $863.94 Unrealized +11.6%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $876K (-72.9%) Shares 40,533 (-56.8%) Est. Cost $35.36 Unrealized -18.2%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value $13.68M (-14.4%) Shares 63,632 (-12.6%) Est. Cost $331.13 Unrealized
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value $1.125M (-66.7%) Shares 11,520 (-66.1%) Est. Cost $99.37 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.2%
Value $9.81M (-18.5%) Shares 136,389 (-7.4%) Est. Cost $78.41 Unrealized +0.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value $11.92M (-15.3%) Shares 131,630 (-16.3%) Est. Cost $81.18 Unrealized
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND 0.0%
Value $1.903M (-52.4%) Shares 23,313 (-53.4%) Est. Cost $811.52 Unrealized
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 0.1%
Value $4.841M (-30.0%) Shares 38,688 (-26.0%) Est. Cost $130.28 Unrealized
GLD SPDR GOLD SHARES 0.3%
Value $19.14M (-9.8%) Shares 44,483 (-16.9%) Est. Cost $2979.24 Unrealized
FVRR FIVERR INTL LTD ORD SHS 0.0%
Value $323K (-86.2%) Shares 32,284 (-72.8%) Est. Cost $44.91 Unrealized -65.1%
PSX PHILLIPS 66 COM 0.1%
Value $7.549M (+35.6%) Shares 41,439 (-4.0%) Est. Cost $94.81 Unrealized +55.2%
WDC WESTERN DIGITAL CORP COM 0.1%
Value $8.571M (+29.8%) Shares 31,688 (-17.3%) Est. Cost $59.36 Unrealized +323.2%
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value $1.634M (-54.1%) Shares 32,951 (-58.4%) Est. Cost $45.05 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value $349K (-84.4%) Shares 2,000 (-83.3%) Est. Cost $122.79 Unrealized +52.0%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $875K (-68.0%) Shares 6,676 (-71.3%) Est. Cost $44.85 Unrealized +211.8%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.1%
Value $3.237M (-35.3%) Shares 22,324 (-38.2%) Est. Cost $133.11 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value $5.47M (-24.1%) Shares 1,299 (-3.5%) Est. Cost $3403.24 Unrealized +40.5%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.1%
Value $7.41M (-18.8%) Shares 31,661 (-6.6%) Est. Cost $20004.58 Unrealized
WTMF WISDOMTREE MANAGED FUTURES STRATEGY FUND 0.0%
Value $570K (-75.0%) Shares 14,361 (-76.0%) Est. Cost $38.02 Unrealized
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 0.1%
Value $9.164M (-15.6%) Shares 146,207 (-3.8%) Est. Cost $3652.12 Unrealized
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $2.539M (-39.8%) Shares 9,094 (-23.8%) Est. Cost $312.25 Unrealized -3.6%
AMAT APPLIED MATLS INC COM 0.1%
Value $8.253M (+24.7%) Shares 24,146 (-6.2%) Est. Cost $177.21 Unrealized +84.3%
QBTS D-WAVE QUANTUM INC COM 0.0%
Value $1.891M (-45.9%) Shares 131,025 (-1.9%) Est. Cost $8.10 Unrealized +192.2%
KMI KINDER MORGAN INC DEL COM 0.2%
Value $10.12M (+18.7%) Shares 301,894 (-2.7%) Est. Cost $23.91 Unrealized +24.4%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value $3.802M (-28.4%) Shares 20,954 (-21.2%) Est. Cost $1777.19 Unrealized
PWR QUANTA SVCS INC COM 0.2%
Value $9.792M (+18.1%) Shares 17,835 (-9.2%) Est. Cost $296.77 Unrealized +63.8%
FXO FIRST TRUST FINANCIALS ALPHADEX FUND 0.0%
Value $1.681M (-46.2%) Shares 29,925 (-42.2%) Est. Cost $60.35 Unrealized
ABT ABBOTT LABORATORIES COM 0.1%
Value $4.672M (-23.6%) Shares 45,505 (-6.8%) Est. Cost $120.97 Unrealized -4.6%
WELLS FARGO & CO PERP PFD CNV A 0.0%
Value $549K (-72.0%) Shares 475 (-70.6%) Est. Cost $1212.00 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $1.119M (-55.1%) Shares 21,029 (-54.6%) Est. Cost $53.62 Unrealized
BANK AMERICA CORP 7.25CNV PFD L 0.0%
Value $565K (-70.1%) Shares 474 (-68.5%) Est. Cost $1252.00 Unrealized
WELL WELLTOWER INC COM 0.1%
Value $3.408M (-27.8%) Shares 17,235 (-32.2%) Est. Cost $141.20 Unrealized +32.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.2%
Value $13.11M (-8.2%) Shares 92,014 (-4.2%) Est. Cost $139.36 Unrealized
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value $4.247M (+38.1%) Shares 23,356 (-4.1%) Est. Cost $134.73 Unrealized
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $1.561M (-41.4%) Shares 184,698 (-7.9%) Est. Cost $8.90 Unrealized +44.5%
XCEM COLUMBIA EM CORE EX-CHINA ETF 0.0%
Value $768K (-57.9%) Shares 18,808 (-60.4%) Est. Cost $38.36 Unrealized
OMCL OMNICELL COM COM 0.0%
Value $947K (-52.5%) Shares 28,369 (-35.5%) Est. Cost $56.65 Unrealized -20.5%
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value $3.586M (+41.1%) Shares 14,311 (-8.8%) Est. Cost $88.32 Unrealized +126.3%
APH AMPHENOL CORP CL A 0.2%
Value $9.262M (-10.1%) Shares 73,308 (-3.9%) Est. Cost $73.60 Unrealized +98.9%
CION CION INVT CORP COM 0.0%
Value $2.294M (-30.9%) Shares 335,418 (-2.3%) Est. Cost $6.60 Unrealized +36.5%
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value $980K (-50.4%) Shares 20,895 (-29.7%) Est. Cost $73.91 Unrealized -23.8%
C CITIGROUP INC COM NEW 0.0%
Value $624K (-61.3%) Shares 5,500 (-60.1%) Est. Cost $74.32 Unrealized +56.3%
RIG TRANSOCEAN LTD REGISTERED SHS 0.1%
Value $3.64M (+35.2%) Shares 549,081 (-15.8%) Est. Cost $3.20 Unrealized +61.2%
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value $604K (-60.7%) Shares 6,255 (-61.7%) Est. Cost $94.19 Unrealized
PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER 0.0%
Value $529K (-63.9%) Shares 12,286 (-63.3%) Est. Cost $42.16 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value $2.488M (-26.6%) Shares 23,123 (-22.3%) Est. Cost $113.62 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value $1.976M (-31.1%) Shares 24,582 (-26.1%) Est. Cost $107.63 Unrealized -18.2%
DUSB DIMENSIONAL ULTRASHORT FIXED INCOME ETF 0.1%
Value $7.691M (-10.3%) Shares 151,658 (-10.4%) Est. Cost $50.69 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $2.302M (-27.5%) Shares 11,608 (-1.9%) Est. Cost $301.13 Unrealized -15.9%
EOG EOG RES INC COM 0.0%
Value $1.373M (-38.6%) Shares 9,496 (-55.4%) Est. Cost $117.28 Unrealized -4.4%
HPQ HP INC COM 0.0%
Value $974K (-46.9%) Shares 50,689 (-38.4%) Est. Cost $28.49 Unrealized -30.6%
DOCU DOCUSIGN INC COM 0.0%
Value $317K (-70.5%) Shares 6,678 (-57.5%) Est. Cost $80.76 Unrealized -33.8%
ROST ROSS STORES INC COM 0.1%
Value $5.135M (+17.3%) Shares 23,706 (-2.5%) Est. Cost $125.66 Unrealized +53.1%
VLO VALERO ENERGY CORP COM 0.0%
Value $2.776M (+36.3%) Shares 11,237 (-10.2%) Est. Cost $146.00 Unrealized +30.2%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value $5.316M (-11.8%) Shares 57,304 (-12.1%) Est. Cost $542.84 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value $847K (-45.6%) Shares 2,473 (-27.8%) Est. Cost $515.78 Unrealized -25.3%
RACE FERRARI N V COM 0.0%
Value $576K (-55.2%) Shares 1,701 (-51.1%) Est. Cost $457.61 Unrealized -22.1%
CPS COOPER-STANDARD HOLDINGS INC COM 0.0%
Value $959K (-42.4%) Shares 34,422 (-32.2%) Est. Cost $11.03 Unrealized +214.3%
TMUS T-MOBILE US INC COM 0.1%
Value $3.964M (-15.0%) Shares 18,871 (-17.8%) Est. Cost $216.53 Unrealized -7.5%
DUHP DIMENSIONAL US HIGH PROFITABILITY ETF 0.2%
Value $9.891M (-6.5%) Shares 269,074 (-3.3%) Est. Cost $33.76 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value $4.697M (-12.5%) Shares 64,822 (-7.4%) Est. Cost $50.90 Unrealized +58.4%
INTU INTUIT COM 0.0%
Value $921K (-41.3%) Shares 2,131 (-10.0%) Est. Cost $533.36 Unrealized -6.7%
J JACOBS SOLUTIONS INC COM 0.0%
Value $529K (-54.8%) Shares 4,155 (-53.0%) Est. Cost $122.32 Unrealized +13.3%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $1.645M (-27.5%) Shares 13,870 (-1.6%) Est. Cost $69.23 Unrealized +97.1%
COR CENCORA INC COM 0.1%
Value $5.404M (-10.2%) Shares 17,203 (-3.5%) Est. Cost $262.96 Unrealized +34.3%
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER 0.0%
Value $1.502M (-28.8%) Shares 61,589 (-30.9%) Est. Cost $12.62 Unrealized
URI UNITED RENTALS INC COM 0.1%
Value $4.559M (-11.6%) Shares 6,258 (-1.8%) Est. Cost $702.90 Unrealized +25.6%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $335K (-64.0%) Shares 10,466 (-58.4%) Est. Cost $53.81 Unrealized -27.9%
XYZ BLOCK INC CL A 0.0%
Value $3.038M (-16.3%) Shares 50,475 (-9.5%) Est. Cost $87.43 Unrealized -31.0%
ALB ALBEMARLE CORP COM 0.0%
Value $2.017M (-22.7%) Shares 11,234 (-39.1%) Est. Cost $69.52 Unrealized +146.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value $688K (-46.2%) Shares 4,377 (-33.5%) Est. Cost $223.28 Unrealized -24.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $1.581M (-27.0%) Shares 7,783 (-7.5%) Est. Cost $246.24 Unrealized -2.2%
SHEL SHELL PLC SPON ADS 0.1%
Value $3.714M (+18.6%) Shares 39,934 (-6.3%) Est. Cost $68.24 Unrealized
MMM 3M CO COM 0.1%
Value $4.055M (-12.5%) Shares 27,921 (-3.6%) Est. Cost $96.62 Unrealized +69.7%
TTE TOTALENERGIES SE ACT 0.0%
Value $2.056M (+35.7%) Shares 22,593 (-2.4%) Est. Cost $63.23 Unrealized +13.1%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value $1.678M (-24.4%) Shares 18,971 (-21.8%) Est. Cost $89.98 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value $2.866M (-15.8%) Shares 223,927 (-6.7%) Est. Cost $16.78 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $2.958M (+21.5%) Shares 15,137 (-2.5%) Est. Cost $177.45 Unrealized +3.2%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value $384K (-57.5%) Shares 10,422 (-56.9%) Est. Cost $37.25 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value $231K (-69.2%) Shares 1,545 (-58.5%) Est. Cost $118.92 Unrealized +26.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value $173K (-75.0%) Shares 900 (-75.0%) Est. Cost $3592.46 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $5.13M (+11.0%) Shares 39,138 (-2.3%) Est. Cost $87.43 Unrealized +37.9%
IJR ISHARES CORE S&P SMALL CAP ETF 0.4%
Value $25.63M (+1.9%) Shares 206,141 (-1.4%) Est. Cost $136.60 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value $2.12M (-18.6%) Shares 20,050 (-5.4%) Est. Cost $119.31 Unrealized +11.9%
HRTG HERITAGE INSURANCE HLDGS INC COM 0.1%
Value $3.537M (-11.9%) Shares 134,753 (-1.8%) Est. Cost $13.96 Unrealized +85.6%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value $11.73M (-3.8%) Shares 217,066 (-4.4%) Est. Cost $540.97 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $1.376M (+51.3%) Shares 18,069 (-3.5%) Est. Cost $47.08 Unrealized +38.5%
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.0%
Value $1.913M (-19.3%) Shares 33,858 (-18.5%) Est. Cost $53.64 Unrealized
F FORD MTR CO COM 0.0%
Value $2.934M (-12.9%) Shares 254,274 (-1.0%) Est. Cost $9.45 Unrealized +45.5%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value $2.042M (-17.3%) Shares 9,456 (-11.8%) Est. Cost $99753.31 Unrealized
MKC/V MCCORMICK & CO INC COM VTG 0.0%
Value $958K (-30.8%) Shares 19,021 (-6.6%) Est. Cost $73.83 Unrealized -10.0%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 0.2%
Value $9.291M (-4.3%) Shares 238,477 (-6.4%) Est. Cost $32.53 Unrealized
SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 0.1%
Value $7.543M (-5.2%) Shares 323,437 (-3.8%) Est. Cost $23.78 Unrealized
DAL DELTA AIR LINES INC COM NEW 0.0%
Value $957K (-30.3%) Shares 14,389 (-27.3%) Est. Cost $46.89 Unrealized +49.0%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.0%
Value $2.294M (-14.9%) Shares 37,950 (-11.4%) Est. Cost $24057.62 Unrealized
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 0.0%
Value $2.146M (-15.7%) Shares 16,904 (-5.7%) Est. Cost $10074.45 Unrealized
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value $261K (-59.1%) Shares 1,233 (-62.5%) Est. Cost $171.51 Unrealized +24.7%
FE FIRSTENERGY CORP COM 0.0%
Value $968K (-28.0%) Shares 19,102 (-36.4%) Est. Cost $43.01 Unrealized +9.5%
TXN TEXAS INSTRS INC COM 0.1%
Value $3.892M (+10.6%) Shares 20,048 (-1.1%) Est. Cost $167.31 Unrealized +23.3%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $2.642M (+16.3%) Shares 3,873 (-2.8%) Est. Cost $459.28 Unrealized +46.7%
TECK TECK RESOURCES LTD CL B 0.0%
Value $276K (-57.3%) Shares 5,338 (-60.5%) Est. Cost $38.23 Unrealized +43.8%
CMCSA COMCAST CORP NEW CL A 0.0%
Value $1.325M (-21.7%) Shares 46,167 (-18.5%) Est. Cost $34.97 Unrealized -14.7%
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value $876K (-29.5%) Shares 5,526 (-35.9%) Est. Cost $127.51 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value $3.492M (-9.4%) Shares 27,256 (-3.2%) Est. Cost $3560.89 Unrealized
FWRG FIRST WATCH RESTAURANT GROUP I COM 0.0%
Value $748K (-32.5%) Shares 71,413 (-2.8%) Est. Cost $18.93 Unrealized -15.7%
LNC LINCOLN NATL CORP IND COM 0.0%
Value $1.159M (-23.6%) Shares 32,658 (-4.2%) Est. Cost $31.54 Unrealized +29.6%
TFC TRUIST FINL CORP COM 0.1%
Value $4.078M (-7.8%) Shares 88,707 (-1.3%) Est. Cost $38.36 Unrealized +33.3%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value $720K (-32.5%) Shares 5,927 (-11.5%) Est. Cost $202.06 Unrealized -31.7%
CSX CSX CORP COM 0.1%
Value $3.558M (+10.8%) Shares 86,678 (-2.2%) Est. Cost $32.32 Unrealized +19.2%
CVS CVS HEALTH CORP COM 0.0%
Value $2.909M (-10.6%) Shares 40,503 (-1.2%) Est. Cost $66.19 Unrealized +17.8%
FTNT FORTINET INC COM 0.0%
Value $2.447M (-12.1%) Shares 29,944 (-14.5%) Est. Cost $65.14 Unrealized +22.8%
YOU CLEAR SECURE INC COM CL A 0.0%
Value $1.086M (-23.5%) Shares 22,442 (-44.6%) Est. Cost $22.87 Unrealized +51.4%
KFY KORN FERRY COM NEW 0.0%
Value $2.073M (-13.9%) Shares 32,929 (-9.7%) Est. Cost $65.30 Unrealized +0.7%
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value $1.277M (-20.7%) Shares 11,642 (-12.0%) Est. Cost $118.49 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value $594K (-35.6%) Shares 1,975 (-23.6%) Est. Cost $336.68 Unrealized +6.0%
BAC BANK OF AMER CORP COM 0.0%
Value $268K (-54.0%) Shares 5,500 (-48.1%) Est. Cost $42.00 Unrealized +27.8%
DOW DOW HLDGS INC COM 0.0%
Value $722K (+75.3%) Shares 17,330 (-1.6%) Est. Cost $41.16 Unrealized -29.4%
PSN PARSONS CORP DEL COM 0.0%
Value $1.417M (-17.9%) Shares 26,157 (-6.4%) Est. Cost $66.51 Unrealized +2.1%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value $1.202M (-20.4%) Shares 7,565 (-15.6%) Est. Cost $61993.12 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $2.3M (-11.8%) Shares 50,779 (-2.6%) Est. Cost $51.78 Unrealized +1.8%
SIXO ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF 0.0%
Value $356K (-46.1%) Shares 10,526 (-44.6%) Est. Cost $33.38 Unrealized
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK 0.0%
Value $956K (-24.0%) Shares 31,583 (-22.4%) Est. Cost $30.94 Unrealized
XBI STATE STREET SPDR S&P BIOTECH ETF 0.0%
Value $496K (-37.2%) Shares 3,887 (-40.1%) Est. Cost $86.67 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value $295K (-49.3%) Shares 1,815 (-30.3%) Est. Cost $238.78 Unrealized -17.2%
SPY STATE STREET SPDR S&P 500 ETF 0.0%
Value $1.626M (-14.8%) Shares 2,500 (-10.7%) Est. Cost $11192.08 Unrealized
FDX FEDEX CORP COM 0.0%
Value $2.345M (+13.7%) Shares 6,583 (-7.8%) Est. Cost $253.28 Unrealized +33.8%
BAMG BROOKSTONE GROWTH STOCK ETF 0.0%
Value $2.382M (-10.6%) Shares 65,216 (-1.7%) Est. Cost $33.22 Unrealized
PODD INSULET CORP COM 0.0%
Value $214K (-56.8%) Shares 1,018 (-41.5%) Est. Cost $238.41 Unrealized +10.9%
EL LAUDER ESTEE COS INC CL A 0.0%
Value $435K (-39.1%) Shares 6,061 (-11.1%) Est. Cost $66.62 Unrealized +67.9%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value $2.198M (+14.3%) Shares 23,565 (-2.0%) Est. Cost $59.88 Unrealized
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $2.119M (-11.4%) Shares 40,602 (-11.0%) Est. Cost $52.29 Unrealized
HYGW ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF 0.0%
Value $229K (-54.2%) Shares 7,757 (-53.6%) Est. Cost $29.86 Unrealized
TGT TARGET CORP COM 0.1%
Value $3.164M (+9.3%) Shares 26,105 (-11.8%) Est. Cost $121.68 Unrealized -10.3%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value $346K (-43.6%) Shares 600 (-40.0%) Est. Cost $8294.93 Unrealized
TKR TIMKEN CO COM 0.0%
Value $1.989M (+15.4%) Shares 19,777 (-3.5%) Est. Cost $76.48 Unrealized +28.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value $3.247M (-7.5%) Shares 39,326 (-7.2%) Est. Cost $82.41 Unrealized
AKRE AKRE FOCUS ETF 0.0%
Value $599K (-30.0%) Shares 11,337 (-13.2%) Est. Cost $65.51 Unrealized
MTZ MASTEC INC COM 0.0%
Value $1.172M (+27.8%) Shares 3,644 (-13.6%) Est. Cost $144.03 Unrealized +73.7%
TBBK BANCORP INC DEL COM 0.0%
Value $740K (-25.6%) Shares 13,767 (-6.5%) Est. Cost $69.65 Unrealized -8.2%
MCK MCKESSON CORP COM 0.1%
Value $4.808M (-5.0%) Shares 5,556 (-10.0%) Est. Cost $605.98 Unrealized +44.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value $1.142M (-18.0%) Shares 3,561 (-17.1%) Est. Cost $296.94 Unrealized +19.7%
USB US BANCORP COM NEW 0.1%
Value $4.265M (-5.6%) Shares 81,995 (-3.1%) Est. Cost $42.87 Unrealized +32.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value $7,350 (-97.1%) Shares 200 (-96.0%) Est. Cost $64.86 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value $748K (-24.7%) Shares 14,055 (-15.7%) Est. Cost $34.64 Unrealized +75.2%
NRG NRG ENERGY INC COM NEW 0.0%
Value $1.256M (-16.2%) Shares 8,595 (-8.7%) Est. Cost $73.44 Unrealized +115.8%
IPAY AMPLIFY DIGITAL PAYMENTS ETF 0.0%
Value $262K (-48.0%) Shares 6,111 (-36.8%) Est. Cost $53.21 Unrealized
CMI CUMMINS INC COM 0.1%
Value $6.513M (+3.8%) Shares 12,104 (-1.5%) Est. Cost $266.06 Unrealized +116.3%
INTC INTEL CORP COM 0.1%
Value $3.118M (+8.0%) Shares 70,649 (-9.7%) Est. Cost $32.92 Unrealized +41.0%
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 0.1%
Value $3.172M (-6.7%) Shares 5,142 (-8.8%) Est. Cost $61870.72 Unrealized
SNAP SNAP INC CL A 0.0%
Value $170K (-57.1%) Shares 36,873 (-24.8%) Est. Cost $8.30 Unrealized -20.6%
ECG EVERUS CONSTR GROUP COM 0.0%
Value $670K (-25.1%) Shares 5,672 (-45.7%) Est. Cost $53.82 Unrealized +78.4%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $2.01M (+12.5%) Shares 10,163 (-14.5%) Est. Cost $166.48 Unrealized -4.0%
BITO PROSHARES BITCOIN ETF 0.0%
Value $603K (-26.9%) Shares 64,757 (-4.6%) Est. Cost $20.20 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value $1.428M (+17.9%) Shares 18,920 (-3.6%) Est. Cost $50.14 Unrealized +35.8%
AMP AMERIPRISE FINL INC COM 0.0%
Value $1.82M (-10.6%) Shares 4,096 (-1.3%) Est. Cost $499.66 Unrealized +0.1%
PBR PETROLEO BRASILEIRO S A SPONSORED ADR 0.0%
Value $530K (+68.1%) Shares 25,521 (-4.0%) Est. Cost $13.33 Unrealized
EIX EDISON INTL COM 0.0%
Value $1.404M (+18.0%) Shares 19,186 (-3.2%) Est. Cost $54.68 Unrealized +18.2%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $13,860 (-93.9%) Shares 200 (-90.0%) Est. Cost $57.90 Unrealized +65.4%
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value $374K (-36.0%) Shares 14,977 (-35.2%) Est. Cost $25.09 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value $438K (-32.3%) Shares 32,953 (-1.3%) Est. Cost $20.79 Unrealized -19.3%
NXT NEXTPOWER INC CLASS A COM 0.0%
Value $1.592M (-11.5%) Shares 13,208 (-36.1%) Est. Cost $50.41 Unrealized +115.9%
CPNG COUPANG INC CL A 0.0%
Value $305K (-39.7%) Shares 16,165 (-24.6%) Est. Cost $28.45 Unrealized -30.2%
CTVA CORTEVA INC COM 0.0%
Value $1.162M (+20.7%) Shares 13,883 (-3.3%) Est. Cost $55.51 Unrealized +31.1%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value $2.359M (-7.7%) Shares 28,595 (-12.0%) Est. Cost $57.43 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value $3.919M (+5.3%) Shares 10,004 (-26.0%) Est. Cost $112.34 Unrealized +235.1%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value $1.528M (-11.4%) Shares 38,368 (-14.7%) Est. Cost $28.88 Unrealized +41.9%
KR KROGER CO COM 0.0%
Value $1.147M (-14.6%) Shares 15,857 (-26.3%) Est. Cost $62.14 Unrealized +4.0%
ICF ISHARES SELECT U.S. REIT ETF 0.0%
Value $1.255M (-13.5%) Shares 20,272 (-16.6%) Est. Cost $57.42 Unrealized
USMF WISDOMTREE U.S. MULTIFACTOR FUND 0.0%
Value $344K (-36.0%) Shares 6,963 (-33.6%) Est. Cost $49.62 Unrealized
MMS MAXIMUS INC COM 0.0%
Value $232K (-45.4%) Shares 3,614 (-26.5%) Est. Cost $70.43 Unrealized +23.6%
MRNA MODERNA INC COM 0.0%
Value $907K (+26.3%) Shares 17,857 (-26.7%) Est. Cost $61.96 Unrealized -30.7%
GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER 0.0%
Value $611K (-23.5%) Shares 15,810 (-22.2%) Est. Cost $34.69 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $837K (-18.1%) Shares 15,541 (-1.1%) Est. Cost $44.97 Unrealized +29.8%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value $702K (+35.9%) Shares 5,180 (-12.8%) Est. Cost $46.44 Unrealized +211.5%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value $9.146M (+2.1%) Shares 77,216 (-2.0%) Est. Cost $108.71 Unrealized
EFX EQUIFAX INC COM 0.0%
Value $496K (-26.7%) Shares 2,757 (-11.7%) Est. Cost $247.65 Unrealized -17.5%
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value $1.206M (-13.0%) Shares 16,897 (-4.4%) Est. Cost $76.15 Unrealized
CCJ CAMECO CORP COM 0.0%
Value $1.488M (+13.8%) Shares 13,696 (-4.2%) Est. Cost $58.46 Unrealized +98.9%
BLD TOPBUILD COR COM 0.0%
Value $839K (-17.6%) Shares 2,389 (-2.2%) Est. Cost $255.03 Unrealized +92.9%
KHC KRAFT HEINZ CO COM 0.0%
Value $1.197M (-13.0%) Shares 53,207 (-6.2%) Est. Cost $29.48 Unrealized -18.9%
QLYS QUALYS INC COM 0.0%
Value $324K (-35.3%) Shares 3,693 (-2.1%) Est. Cost $148.75 Unrealized -18.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $1.131M (-13.4%) Shares 6,519 (-7.4%) Est. Cost $204.12 Unrealized -11.2%
GNRC GENERAC HLDGS INC COM 0.0%
Value $1.041M (+20.1%) Shares 5,331 (-16.1%) Est. Cost $152.03 Unrealized +20.5%
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 0.0%
Value $1.598M (+12.2%) Shares 55,664 (-9.2%) Est. Cost $26.41 Unrealized
ROL ROLLINS INC COM 0.0%
Value $290K (-37.4%) Shares 5,428 (-29.6%) Est. Cost $55.89 Unrealized +10.6%
GD GENERAL DYNAMICS CORP COM 0.1%
Value $5.126M (-3.3%) Shares 14,936 (-5.1%) Est. Cost $250.75 Unrealized +41.4%
KIE STATE STREET SPDR S&P INSURANCE ETF 0.0%
Value $691K (-19.9%) Shares 12,563 (-12.3%) Est. Cost $573.99 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value $474K (-26.3%) Shares 5,048 (-24.5%) Est. Cost $91.43 Unrealized
CRH CRH PLC ORD 0.0%
Value $737K (-18.6%) Shares 7,010 (-3.4%) Est. Cost $110.71 Unrealized +12.3%
EQIX EQUINIX INC COM 0.0%
Value $254K (-39.6%) Shares 259 (-52.7%) Est. Cost $813.78 Unrealized -6.1%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.0%
Value $1.457M (-10.1%) Shares 23,754 (-7.4%) Est. Cost $60.51 Unrealized
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.1%
Value $6.254M (+2.7%) Shares 42,854 (-2.1%) Est. Cost $188.27 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $613K (-20.8%) Shares 2,093 (-5.1%) Est. Cost $410.70 Unrealized -14.4%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $854K (-15.7%) Shares 54,543 (-6.6%) Est. Cost $14.68 Unrealized +21.8%
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value $1.435M (-10.0%) Shares 21,069 (-3.1%) Est. Cost $57.06 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value $1.035M (-13.1%) Shares 10,273 (-12.3%) Est. Cost $102.33 Unrealized
CCFE CONCOURSE CAPITAL FOCUSED EQUITY ETF 0.0%
Value $2.732M (-5.4%) Shares 106,100 (-2.8%) Est. Cost $26.45 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value $923K (+19.9%) Shares 17,060 (-3.2%) Est. Cost $43.47 Unrealized +15.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $1.645M (-8.5%) Shares 3,684 (-7.1%) Est. Cost $450.67 Unrealized +3.7%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value $791K (+23.8%) Shares 7,230 (-10.0%) Est. Cost $75.46 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value $942K (-13.9%) Shares 59,907 (-5.2%) Est. Cost $23.56 Unrealized -23.5%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF 0.0%
Value $847K (-15.2%) Shares 25,493 (-7.5%) Est. Cost $32.55 Unrealized
NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 0.0%
Value $673K (-18.2%) Shares 12,325 (-19.6%) Est. Cost $44.23 Unrealized
OFS OFS CAP CORP COM 0.0%
Value $127K (-53.8%) Shares 35,788 (-38.1%) Est. Cost $9.93 Unrealized -53.6%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.0%
Value $722K (+25.5%) Shares 33,305 (-6.8%) Est. Cost $10.51 Unrealized
WPC WP CAREY INC COM 0.0%
Value $2.297M (-6.0%) Shares 33,801 (-10.9%) Est. Cost $59.89 Unrealized
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $800K (+21.9%) Shares 6,930 (-13.7%) Est. Cost $84.91 Unrealized +19.2%
EPS WISDOMTREE U.S. LARGECAP FUND 0.0%
Value $820K (-14.9%) Shares 12,037 (-11.4%) Est. Cost $59.85 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.0%
Value $579K (+32.1%) Shares 7,187 (-29.0%) Est. Cost $58.06 Unrealized -9.7%
IFV FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF 0.0%
Value $631K (-18.2%) Shares 24,951 (-19.6%) Est. Cost $15877.08 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value $4.372M (+3.3%) Shares 23,060 (-1.3%) Est. Cost $4037.99 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value $380K (+56.3%) Shares 979 (-5.9%) Est. Cost $194.00 Unrealized +39.6%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value $1.354M (+11.2%) Shares 39,788 (-19.0%) Est. Cost $25.44 Unrealized
WCN WASTE CONNECTIONS INC COM 0.0%
Value $271K (-33.4%) Shares 1,671 (-28.1%) Est. Cost $155.48 Unrealized +7.7%
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value $767K (-15.0%) Shares 15,142 (-15.3%) Est. Cost $50.66 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value $247K (-35.3%) Shares 1,211 (-34.9%) Est. Cost $165.41 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value $588K (-18.6%) Shares 20,686 (-2.5%) Est. Cost $34.87 Unrealized
EBAY EBAY INC. COM 0.0%
Value $999K (-11.7%) Shares 10,972 (-15.5%) Est. Cost $82.85 Unrealized +7.8%
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value $1.899M (-6.4%) Shares 35,573 (-3.9%) Est. Cost $51.97 Unrealized
NXTG FIRST TRUST INDXX NEXTG ETF 0.0%
Value $216K (-37.5%) Shares 1,926 (-39.9%) Est. Cost $16046.77 Unrealized
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.0%
Value $282K (-31.3%) Shares 9,026 (-30.0%) Est. Cost $31.84 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value $195K (-39.3%) Shares 53,947 (-8.1%) Est. Cost $11.72 Unrealized -55.7%
CC CHEMOURS CO COM 0.0%
Value $277K (+80.0%) Shares 12,589 (-3.7%) Est. Cost $14.36 Unrealized +15.7%
DY DYCOM INDS INC COM 0.0%
Value $1.425M (-8.0%) Shares 4,207 (-8.2%) Est. Cost $210.81 Unrealized +82.4%
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value $241K (-33.8%) Shares 22,409 (-5.6%) Est. Cost $14.88 Unrealized -2.1%
WTPI WISDOMTREE EQUITY PREMIUM INCOME FUND 0.0%
Value $1.153M (-9.6%) Shares 36,130 (-6.4%) Est. Cost $32.80 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $2.287M (+5.6%) Shares 15,105 (-1.6%) Est. Cost $124.85 Unrealized
EXPO EXPONENT INC COM 0.0%
Value $1.492M (-7.5%) Shares 22,868 (-1.5%) Est. Cost $91.94 Unrealized -21.1%
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.1%
Value $3.153M (+4.0%) Shares 38,458 (-1.5%) Est. Cost $5117.76 Unrealized
DAR DARLING INGREDIENTS INC COM 0.0%
Value $1.236M (+10.7%) Shares 19,987 (-35.6%) Est. Cost $33.95 Unrealized +33.2%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value $578K (-16.9%) Shares 8,214 (-12.2%) Est. Cost $64.73 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value $521K (+28.7%) Shares 1,535 (-4.1%) Est. Cost $203.97 Unrealized +56.9%
PINS PINTEREST INC CL A 0.0%
Value $263K (-30.4%) Shares 14,365 (-1.7%) Est. Cost $28.79 Unrealized -22.8%
CVE CENOVUS ENERGY INC COM 0.0%
Value $415K (-21.3%) Shares 15,628 (-49.8%) Est. Cost $17.87 Unrealized +9.7%
IRM IRON MTN INC DEL COM 0.0%
Value $754K (+17.4%) Shares 7,386 (-4.7%) Est. Cost $92.87 Unrealized -10.4%
MSCI MSCI INC COM 0.0%
Value $396K (-21.9%) Shares 736 (-16.8%) Est. Cost $575.86 Unrealized -1.1%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value $1.268M (-8.0%) Shares 19,622 (-4.2%) Est. Cost $59.58 Unrealized +23.6%
MBB ISHARES MBS ETF 0.0%
Value $2.908M (-3.6%) Shares 30,629 (-3.3%) Est. Cost $92.98 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value $671K (-13.9%) Shares 4,687 (-10.4%) Est. Cost $113.14 Unrealized +38.6%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value $1.449M (-6.9%) Shares 29,653 (-6.3%) Est. Cost $49.16 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $241K (-30.6%) Shares 5,136 (-30.4%) Est. Cost $46.96 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value $480K (-18.1%) Shares 1,914 (-10.1%) Est. Cost $283.69 Unrealized -11.2%
MSTR STRATEGY INC CL A NEW 0.0%
Value $62,400 (-62.7%) Shares 500 (-54.5%) Est. Cost $205.43 Unrealized -28.5%
NDAQ NASDAQ INC COM 0.0%
Value $479K (-17.9%) Shares 5,643 (-6.0%) Est. Cost $79.17 Unrealized +15.9%
SMH VANECK SEMICONDUCTOR ETF 0.1%
Value $3.226M (+3.3%) Shares 8,415 (-2.9%) Est. Cost $232.74 Unrealized
FTGS FIRST TRUST GROWTH STRENGTH ETF 0.0%
Value $405K (-20.3%) Shares 11,896 (-17.3%) Est. Cost $32.17 Unrealized
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $797K (+14.6%) Shares 728 (-5.1%) Est. Cost $836.53 Unrealized +32.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $265K (-27.6%) Shares 5,026 (-6.2%) Est. Cost $70.63 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value $227K (-30.8%) Shares 1,437 (-20.1%) Est. Cost $166.24 Unrealized +5.5%
G GENPACT LIMITED SHS 0.0%
Value $234K (-30.1%) Shares 6,290 (-12.2%) Est. Cost $43.25 Unrealized -1.5%
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value $911K (-9.7%) Shares 12,493 (-2.7%) Est. Cost $49.50 Unrealized
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value $485K (-16.7%) Shares 21,509 (-4.9%) Est. Cost $23.39 Unrealized
SRE SEMPRA COM 0.0%
Value $1.486M (+7.0%) Shares 15,295 (-2.8%) Est. Cost $79.65 Unrealized +12.4%
SLAB SILICON LABORATORIES INC COM 0.0%
Value $301K (-23.4%) Shares 1,446 (-51.9%) Est. Cost $117.65 Unrealized +44.8%
TTEK TETRA TECH INC NEW COM 0.0%
Value $621K (-12.8%) Shares 20,603 (-2.9%) Est. Cost $41.47 Unrealized -11.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value $792K (-10.2%) Shares 12,257 (-11.4%) Est. Cost $54.14 Unrealized +40.0%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value $1.657M (-5.1%) Shares 13,593 (-7.7%) Est. Cost $103.83 Unrealized
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $441K (-16.9%) Shares 1,651 (-21.9%) Est. Cost $222.77 Unrealized +21.7%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $264K (-25.3%) Shares 747 (-5.9%) Est. Cost $479.43 Unrealized -21.1%
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value $495K (-15.3%) Shares 12,565 (-20.5%) Est. Cost $20351.25 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value $142K (-38.2%) Shares 200 (-50.0%) Est. Cost $326.24 Unrealized +109.8%
HUN HUNTSMAN CORP COM 0.0%
Value $579K (-13.0%) Shares 43,512 (-34.6%) Est. Cost $11.42 Unrealized +6.2%
HON HONEYWELL INTL INC COM 0.0%
Value $226K (-27.6%) Shares 1,000 (-37.5%) Est. Cost $195.74 Unrealized +15.4%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value $412K (-17.0%) Shares 3,374 (-5.6%) Est. Cost $129.41 Unrealized +7.5%
AVAV AEROVIRONMENT INC COM 0.0%
Value $183K (-31.2%) Shares 1,000 (-9.1%) Est. Cost $180.90 Unrealized +63.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value $457K (-15.2%) Shares 17,293 (-16.4%) Est. Cost $39.71 Unrealized -29.6%
VLTO VERALTO CORP COM SHS 0.0%
Value $252K (-24.5%) Shares 2,849 (-14.9%) Est. Cost $98.23 Unrealized -0.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $132K (-38.3%) Shares 900 (-25.0%) Est. Cost $53.74 Unrealized +186.9%
ES EVERSOURCE ENERGY COM 0.0%
Value $1.116M (-6.8%) Shares 16,103 (-9.4%) Est. Cost $58.69 Unrealized +19.4%
HSY HERSHEY CO COM 0.0%
Value $1.307M (+6.6%) Shares 6,287 (-6.7%) Est. Cost $160.89 Unrealized +27.2%
DJUN FT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE 0.0%
Value $1.659M (-4.6%) Shares 35,260 (-4.0%) Est. Cost $43.32 Unrealized
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR 0.0%
Value $480K (+19.6%) Shares 4,271 (-1.3%) Est. Cost $94.06 Unrealized
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.0%
Value $682K (-10.2%) Shares 16,993 (-7.2%) Est. Cost $39.88 Unrealized
NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 0.0%
Value $265K (-22.5%) Shares 4,695 (-20.3%) Est. Cost $51.72 Unrealized
JVAL JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND 0.0%
Value $599K (-11.1%) Shares 12,268 (-10.7%) Est. Cost $47.50 Unrealized
EES WISDOMTREE U.S. SMALLCAP FUND 0.1%
Value $9.092M (+0.8%) Shares 156,634 (-1.1%) Est. Cost $56.09 Unrealized
NEM NEWMONT CORP COM 0.1%
Value $7.535M (+1.0%) Shares 69,607 (-6.8%) Est. Cost $52.90 Unrealized +123.3%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value $576K (-11.4%) Shares 2,929 (-2.2%) Est. Cost $206.58 Unrealized +13.5%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value $594K (+14.2%) Shares 981 (-3.6%) Est. Cost $523.75 Unrealized +17.2%
XJAN FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JANUARY 0.0%
Value $1.62M (-4.3%) Shares 44,852 (-2.5%) Est. Cost $31.92 Unrealized
BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 0.0%
Value $1.1M (-6.2%) Shares 22,906 (-3.2%) Est. Cost $47.74 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value $319K (-18.6%) Shares 8,929 (-10.2%) Est. Cost $32.19 Unrealized +36.1%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value $519K (-12.1%) Shares 3,175 (-2.5%) Est. Cost $203.83 Unrealized -11.5%
HLI HOULIHAN LOKEY INC CL A 0.0%
Value $215K (-24.9%) Shares 1,497 (-8.9%) Est. Cost $193.54 Unrealized -9.3%
CTRA COTERRA ENERGY INC COM 0.0%
Value $475K (+17.6%) Shares 13,531 (-11.9%) Est. Cost $25.76 Unrealized +10.0%
AMZN AMAZON COM INC COM 0.0%
Value $229K (-23.7%) Shares 1,100 (-15.4%) Est. Cost $176.00 Unrealized +28.9%
KEY KEYCORP COM 0.0%
Value $1.009M (-6.6%) Shares 50,303 (-3.8%) Est. Cost $17.08 Unrealized +26.9%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value $1.468M (-4.5%) Shares 14,665 (-1.1%) Est. Cost $129.76 Unrealized -15.6%
TMFG MOTLEY FOOL GLOBAL OPPORTUNITIES ETF 0.0%
Value $289K (-18.7%) Shares 10,245 (-13.3%) Est. Cost $23.03 Unrealized
KB KB FINL GROUP INC SPONSORED ADR 0.0%
Value $523K (+14.5%) Shares 5,245 (-1.3%) Est. Cost $83.33 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value $710K (-8.4%) Shares 43,228 (-10.4%) Est. Cost $18.79 Unrealized -13.8%
NFLX NETFLIX INC. COM 0.0%
Value $28,845 (-69.2%) Shares 300 (-70.0%) Est. Cost $103.50 Unrealized -19.0%
DT DYNATRACE INC COM NEW 0.0%
Value $329K (-16.4%) Shares 8,896 (-2.0%) Est. Cost $52.94 Unrealized -27.4%
PKST PEAKSTONE REALTY TRUST COMMON SHARES 0.0%
Value $271K (+30.2%) Shares 12,964 (-10.5%) Est. Cost $10.99 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value $1.145M (+5.6%) Shares 5,840 (-6.5%) Est. Cost $139.93 Unrealized +36.2%
BTU PEABODY ENERGY CORP COM 0.0%
Value $267K (-18.6%) Shares 8,089 (-26.6%) Est. Cost $19.14 Unrealized +81.6%
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF 0.0%
Value $2.617M (+2.3%) Shares 30,246 (-2.4%) Est. Cost $68.89 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value $216K (-21.6%) Shares 2,280 (-10.1%) Est. Cost $61.57 Unrealized +59.9%
FLNG FLEX LNG LTD SHS 0.0%
Value $453K (+15.0%) Shares 15,245 (-3.4%) Est. Cost $21.16 Unrealized +25.0%
GDIV HARBOR DIVIDEND GROWTH LEADERS ETF 0.0%
Value $1.843M (-3.1%) Shares 110,531 (-3.0%) Est. Cost $14.64 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $175K (-24.9%) Shares 11,608 (-1.7%) Est. Cost $14.25 Unrealized +14.5%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value $2.774M (+2.1%) Shares 47,449 (-1.1%) Est. Cost $43.10 Unrealized
PSCE INVESCO S&P SMALLCAP ENERGY ETF 0.0%
Value $272K (+26.8%) Shares 4,461 (-10.6%) Est. Cost $41.94 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value $292K (-16.1%) Shares 5,478 (-2.2%) Est. Cost $10024.78 Unrealized
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY 0.0%
Value $896K (-5.9%) Shares 17,784 (-3.4%) Est. Cost $42.13 Unrealized
CTAS CINTAS CORP COM 0.0%
Value $391K (-12.2%) Shares 2,314 (-2.3%) Est. Cost $206.15 Unrealized -6.2%
FLEX FLEXTRONICS INTL LTD ORD 0.0%
Value $1.111M (+5.1%) Shares 16,972 (-3.0%) Est. Cost $43.55 Unrealized +46.9%
RGA REINSURANCE GROUP AMER INC COM NEW 0.0%
Value $735K (-6.8%) Shares 3,602 (-7.1%) Est. Cost $129.19 Unrealized +60.8%
KVUE KENVUE INC COM 0.0%
Value $1.751M (-2.9%) Shares 101,584 (-2.9%) Est. Cost $17.35 Unrealized +1.8%
GSUS GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF 0.0%
Value $304K (-14.6%) Shares 3,396 (-10.0%) Est. Cost $84.69 Unrealized
AIOO ALLIANZIM U.S. EQUITY BUFFER100 PROTECTION ETF 0.0%
Value $951K (-5.1%) Shares 36,989 (-5.1%) Est. Cost $25.70 Unrealized
RXRX RECURSION PHARMACEUTICALS INC CL A 0.0%
Value $108K (-32.0%) Shares 35,206 (-9.4%) Est. Cost $4.96 Unrealized -15.9%
AER AERCAP HOLDINGS NV SHS 0.0%
Value $313K (-13.9%) Shares 2,280 (-9.7%) Est. Cost $117.04 Unrealized +24.6%
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value $614K (+8.9%) Shares 12,297 (-1.2%) Est. Cost $71.67 Unrealized
EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF 0.0%
Value $2.721M (-1.8%) Shares 54,223 (-1.4%) Est. Cost $50.43 Unrealized
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value $295K (+19.9%) Shares 3,989 (-1.9%) Est. Cost $61.28 Unrealized
WBS WEBSTER FINL CORP COM 0.0%
Value $740K (-6.1%) Shares 10,659 (-14.9%) Est. Cost $47.71 Unrealized +43.0%
WRB BERKLEY W R CORP COM 0.0%
Value $226K (-17.7%) Shares 3,403 (-12.9%) Est. Cost $70.52 Unrealized -1.5%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $632K (-7.1%) Shares 5,798 (-6.1%) Est. Cost $109.03 Unrealized
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value $112K (+75.0%) Shares 10,313 (-1.2%) Est. Cost $5.76 Unrealized +32.6%
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF 0.0%
Value $506K (-8.5%) Shares 6,382 (-5.9%) Est. Cost $72.75 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value $362K (-11.2%) Shares 1,009 (-3.8%) Est. Cost $375.21 Unrealized +9.3%
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.0%
Value $981K (-4.4%) Shares 17,902 (-3.3%) Est. Cost $55.46 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value $377K (-10.6%) Shares 1,393 (-14.3%) Est. Cost $263.84 Unrealized -2.0%
EZPW EZCORP INC CL A NON VTG 0.0%
Value $350K (+14.5%) Shares 13,807 (-12.4%) Est. Cost $15.01 Unrealized +51.8%
HCA HCA HEALTHCARE INC COM 0.0%
Value $1.89M (-2.2%) Shares 3,994 (-3.5%) Est. Cost $320.29 Unrealized +55.5%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value $1.031M (-4.0%) Shares 3,747 (-2.7%) Est. Cost $203.83 Unrealized +51.5%
AMX AMERICA MOVIL SAB DE CV SPON ADS RP CL B 0.0%
Value $308K (+15.9%) Shares 12,072 (-5.9%) Est. Cost $20.96 Unrealized
HWC HANCOCK WHITNEY CORPORATION COM 0.0%
Value $207K (-16.9%) Shares 3,254 (-16.8%) Est. Cost $45.70 Unrealized +51.6%
FIVE FIVE BELOW INC COM 0.0%
Value $453K (+10.2%) Shares 1,983 (-9.1%) Est. Cost $152.05 Unrealized +32.6%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value $290K (-12.7%) Shares 1,611 (-6.0%) Est. Cost $193.60 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value $424K (-8.8%) Shares 3,182 (-14.7%) Est. Cost $137.63 Unrealized +5.8%
FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK 0.0%
Value $203K (-16.6%) Shares 23,894 (-1.5%) Est. Cost $12.52 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.0%
Value $2.261M (-1.7%) Shares 11,960 (-11.6%) Est. Cost $123.40 Unrealized +37.0%
KT KT CORP SPONSORED ADR 0.0%
Value $435K (+10.1%) Shares 20,299 (-2.7%) Est. Cost $19.23 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CORP COM NEW 0.0%
Value $1.138M (-3.3%) Shares 101,284 (-1.6%) Est. Cost $8.03 Unrealized +40.5%
BHM BLUEROCK HOMES TRUST INC COM CL A 0.0%
Value $1.246M (+3.2%) Shares 109,651 (-3.0%) Est. Cost $13.28 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value $201K (-16.2%) Shares 10,444 (-17.4%) Est. Cost $15.57 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value $460K (-7.7%) Shares 3,880 (-7.1%) Est. Cost $117.77 Unrealized
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.0%
Value $890K (-4.1%) Shares 25,200 (-2.7%) Est. Cost $28.77 Unrealized
ASTS AST SPACEMOBILE INC COM CL A 0.0%
Value $364K (+11.5%) Shares 4,391 (-2.3%) Est. Cost $28.95 Unrealized +239.0%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value $451K (-7.5%) Shares 22,061 (-6.7%) Est. Cost $20.33 Unrealized
PLD PROLOGIS INC. COM 0.1%
Value $3.561M (-1.0%) Shares 26,939 (-4.4%) Est. Cost $109.29 Unrealized +18.1%
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value $241K (-12.9%) Shares 3,195 (-3.3%) Est. Cost $85.57 Unrealized -1.6%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $1.315M (+2.7%) Shares 11,361 (-6.4%) Est. Cost $101.61 Unrealized +8.2%
NEM NEWMONT CORP COM 0.0%
Value $86,600 (-27.7%) Shares 800 (-33.3%) Est. Cost $52.90 Unrealized +123.3%
MARA MARA HOLDINGS INC COM 0.0%
Value $12,240 (-72.7%) Shares 1,500 (-70.0%) Est. Cost $18.65 Unrealized -50.3%
BAX BAXTER INTL INC COM 0.0%
Value $70,560 (-31.6%) Shares 4,200 (-22.2%) Est. Cost $26.39 Unrealized -22.5%
KLAC KLA CORP COM NEW 0.1%
Value $3.193M (+1.0%) Shares 2,168 (-16.6%) Est. Cost $748.59 Unrealized +95.3%
MARM FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH 0.0%
Value $458K (-6.6%) Shares 13,682 (-7.8%) Est. Cost $32.16 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $19,210 (-61.3%) Shares 500 (-50.0%) Est. Cost $55.01 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value $2.275M (+1.4%) Shares 24,903 (-4.3%) Est. Cost $81.71 Unrealized
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value $2.912M (-1.0%) Shares 43,413 (-5.1%) Est. Cost $44.03 Unrealized +67.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $2.08M (+1.4%) Shares 4,992 (-5.3%) Est. Cost $387.18 Unrealized +9.0%
KAMO KENSINGTON CREDIT OPPORTUNITIES ETF 0.0%
Value $1.065M (-2.6%) Shares 43,162 (-1.3%) Est. Cost $25.02 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value $2.944M (+1.0%) Shares 40,252 (-1.4%) Est. Cost $3920.87 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value $675K (+4.3%) Shares 8,839 (-12.8%) Est. Cost $60.99 Unrealized +19.3%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $1.004M (-2.7%) Shares 42,156 (-1.8%) Est. Cost $22.30 Unrealized -1.0%
BAMV BROOKSTONE VALUE STOCK ETF 0.0%
Value $1.888M (-1.4%) Shares 58,075 (-1.7%) Est. Cost $31.44 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value $597K (+4.4%) Shares 10,373 (-5.2%) Est. Cost $47.68 Unrealized +21.3%
SLV ISHARES SILVER TRUST 0.0%
Value $136K (-15.4%) Shares 2,000 (-20.0%) Est. Cost $239.55 Unrealized
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $479K (-4.9%) Shares 10,606 (-3.8%) Est. Cost $45.28 Unrealized
TDVI FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF 0.0%
Value $308K (-7.1%) Shares 11,600 (-3.0%) Est. Cost $25.47 Unrealized
PDM PIEDMONT REALTY TRUST INC COM CL A 0.0%
Value $81,324 (-22.4%) Shares 12,378 (-1.5%) Est. Cost $8.94 Unrealized
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 0.0%
Value $222K (-9.3%) Shares 8,797 (-8.4%) Est. Cost $25.01 Unrealized
CLB CORE LABORATORIES INC COM 0.0%
Value $310K (-6.6%) Shares 18,476 (-10.8%) Est. Cost $11.83 Unrealized +59.1%
FLXR TCW FLEXIBLE INCOME ETF 0.0%
Value $579K (-3.6%) Shares 14,733 (-2.8%) Est. Cost $38.28 Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value $232K (-8.5%) Shares 3,625 (-4.9%) Est. Cost $61.24 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value $380K (-5.3%) Shares 15,673 (-4.9%) Est. Cost $24.36 Unrealized
YJUN FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value $244K (-7.7%) Shares 9,490 (-8.1%) Est. Cost $21.83 Unrealized
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value $283K (-6.7%) Shares 11,875 (-3.3%) Est. Cost $24.76 Unrealized
SLB SLB LIMITED COM STK 0.0%
Value $185K (+12.1%) Shares 3,600 (-16.3%) Est. Cost $37.62 Unrealized +28.4%
NJR NEW JERSEY RES CORP COM 0.0%
Value $669K (+3.1%) Shares 12,189 (-13.5%) Est. Cost $36.57 Unrealized +36.8%
MARA MARA HOLDINGS INC COM 0.0%
Value $151K (-11.6%) Shares 18,510 (-2.7%) Est. Cost $18.65 Unrealized -50.3%
TSN TYSON FOODS INC CL A 0.0%
Value $307K (+6.9%) Shares 4,788 (-2.2%) Est. Cost $50.18 Unrealized +24.1%
HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR 0.0%
Value $148K (-11.4%) Shares 18,818 (-7.8%) Est. Cost $8.73 Unrealized
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value $884K (-2.0%) Shares 3,332 (-4.2%) Est. Cost $148.95 Unrealized +106.2%
AMCR AMCOR PLC COM NEW 0.0%
Value $204K (-8.3%) Shares 5,126 (-80.8%) Est. Cost $8.34 Unrealized +449.5%
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $211K (-7.7%) Shares 4,131 (-7.6%) Est. Cost $51.06 Unrealized
GJUL FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY 0.0%
Value $387K (-3.9%) Shares 9,500 (-2.6%) Est. Cost $38.11 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value $164K (-8.8%) Shares 12,950 (-2.3%) Est. Cost $13.54 Unrealized -3.1%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value $1.016M (-1.5%) Shares 16,140 (-2.5%) Est. Cost $61.72 Unrealized
BWA BORGWARNER INC COM 0.0%
Value $401K (-3.7%) Shares 7,386 (-20.0%) Est. Cost $32.71 Unrealized +60.0%
BPOP POPULAR INC COM NEW 0.0%
Value $411K (+3.8%) Shares 3,064 (-3.7%) Est. Cost $89.99 Unrealized +50.3%
DOGG FT VEST DJIA DOGS 10 TARGET INCOME ETF 0.0%
Value $239K (-5.9%) Shares 11,000 (-9.9%) Est. Cost $20.68 Unrealized
SYM SYMBOTIC INC CLASS A COM 0.0%
Value $74,480 (-16.5%) Shares 1,400 (-6.7%) Est. Cost $34.64 Unrealized +75.2%
NEWT NEWTEKONE INC COM NEW 0.0%
Value $177K (-7.1%) Shares 16,201 (-3.7%) Est. Cost $18.84 Unrealized -29.4%
EWL ISHARES MSCI SWITZERLAND ETF 0.0%
Value $238K (-5.4%) Shares 4,054 (-3.5%) Est. Cost $54.81 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.0%
Value $418K (+3.1%) Shares 3,499 (-2.2%) Est. Cost $99.65 Unrealized
VIRT VIRTU FINL INC CL A 0.0%
Value $544K (+2.4%) Shares 12,364 (-22.4%) Est. Cost $34.20 Unrealized +9.4%
INCM FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF 0.0%
Value $1.728M (+0.7%) Shares 60,094 (-1.8%) Est. Cost $26.63 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value $502K (+2.6%) Shares 7,281 (-1.9%) Est. Cost $61.98 Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value $125K (+9.9%) Shares 55,382 (-4.2%) Est. Cost $4.14 Unrealized -48.2%
RSDE FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER 0.0%
Value $318K (-2.9%) Shares 14,500 (-3.3%) Est. Cost $20.05 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value $4,959 (-65.4%) Shares 100 (-50.0%) Est. Cost $96.73 Unrealized -17.0%
ARCO ARCOS DORADOS HLDGS INC SHS CLASS -A - 0.0%
Value $96,241 (+10.6%) Shares 11,665 (-1.6%) Est. Cost $6.99 Unrealized +16.2%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value $281K (+3.3%) Shares 1,205 (-1.4%) Est. Cost $187.21 Unrealized +34.1%
RS RELIANCE INC COM 0.0%
Value $263K (+3.5%) Shares 865 (-1.6%) Est. Cost $299.64 Unrealized +9.1%
POR PORTLAND GEN ELEC CO COM NEW 0.0%
Value $838K (+1.0%) Shares 15,871 (-8.1%) Est. Cost $41.05 Unrealized +23.3%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.0%
Value $203K (-4.0%) Shares 8,168 (-3.4%) Est. Cost $25.08 Unrealized
MIND MIND TECHNOLOGY INC COM NEW 0.0%
Value $97,946 (-7.8%) Shares 11,730 (-3.0%) Est. Cost $10.02 Unrealized -10.2%
WM WASTE MGMT INC DEL COM 0.1%
Value $4.51M (-0.2%) Shares 19,629 (-4.6%) Est. Cost $186.70 Unrealized +21.1%
YMAR FT VEST INTERNATIONAL EQUITY MODERATE BUFFER 0.0%
Value $268K (-2.9%) Shares 9,813 (-4.1%) Est. Cost $21.34 Unrealized
NDSN NORDSON CORP COM 0.0%
Value $354K (+1.9%) Shares 1,329 (-7.9%) Est. Cost $223.46 Unrealized +24.0%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value $103K (-5.8%) Shares 35,368 (-20.3%) Est. Cost $2.33 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value $260K (+2.5%) Shares 4,667 (-2.1%) Est. Cost $44.18 Unrealized +29.6%
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 0.0%
Value $766K (+0.8%) Shares 23,121 (-1.0%) Est. Cost $32.50 Unrealized
LKFN LAKELAND FINL CORP COM 0.0%
Value $250K (-2.4%) Shares 4,363 (-2.9%) Est. Cost $62.74 Unrealized -5.1%
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.0%
Value $223K (-2.6%) Shares 4,258 (-1.6%) Est. Cost $47.38 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC COM CL A 0.0%
Value $57,215 (-8.9%) Shares 10,217 (-8.9%) Est. Cost $5.56 Unrealized
CRWV COREWEAVE INC COM CL A 0.0%
Value $23,241 (-18.9%) Shares 300 (-25.0%) Est. Cost $101.76 Unrealized -10.1%
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH 0.0%
Value $716K (+0.7%) Shares 21,296 (-1.1%) Est. Cost $24.03 Unrealized
HAIN HAIN CELESTIAL GROUP INC COM 0.0%
Value $9,103 (-35.9%) Shares 13,045 (-1.7%) Est. Cost $1.23 Unrealized -12.1%
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT 0.0%
Value $1.52M (-0.3%) Shares 46,582 (-17.6%) Est. Cost $23.56 Unrealized
KIM KIMCO REALTY CORP COM 0.0%
Value $739K (+0.6%) Shares 32,881 (-9.3%) Est. Cost $20.91 Unrealized -4.1%
SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF 0.0%
Value $214K (-1.7%) Shares 7,290 (-3.5%) Est. Cost $28.80 Unrealized
PPG PPG INDS INC COM 0.0%
Value $446K (+0.8%) Shares 4,171 (-3.3%) Est. Cost $123.21 Unrealized -5.1%
XMAR FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH 0.0%
Value $1.193M (-0.3%) Shares 29,459 (-1.7%) Est. Cost $31.56 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $1.392M (-0.2%) Shares 24,149 (-6.8%) Est. Cost $61.07 Unrealized -4.8%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value $485K (-0.5%) Shares 10,270 (-2.3%) Est. Cost $46.18 Unrealized
FUL FULLER H B CO COM 0.0%
Value $236K (+1.1%) Shares 3,822 (-2.5%) Est. Cost $54.61 Unrealized +16.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value $555K (-0.4%) Shares 5,400 (-4.2%) Est. Cost $98.61 Unrealized +3.6%
FAST FASTENAL CO COM 0.0%
Value $366K (-0.4%) Shares 7,897 (-13.9%) Est. Cost $46.52 Unrealized -4.8%
RING ISHARES MSCI GLOBAL GOLD MINERS ETF 0.0%
Value $217K (-0.5%) Shares 2,750 (-7.2%) Est. Cost $73.63 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value $730K (-0.0%) Shares 7,039 (-2.7%) Est. Cost $122.24 Unrealized -6.4%

Unchanged Positions (209)

CAT CATERPILLAR INC COM 0.3%
Value $16.69M Shares 23,562 Est. Cost $326.24 Unrealized +109.8%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value $12.25M Shares 20,261 Est. Cost $435.62 Unrealized +37.9%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.3%
Value $18.1M Shares 136,188 Est. Cost $992.87 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value $4.716M Shares 122,751 Est. Cost $55.01 Unrealized
VOO VANGUARD S&P 500 ETF 0.5%
Value $27.99M Shares 46,839 Est. Cost $1190.17 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value $7.412M Shares 32,790 Est. Cost $195.74 Unrealized +15.4%
FSK FS KKR CAP CORP COM 0.0%
Value $2.193M Shares 215,374 Est. Cost $13.40 Unrealized +3.0%
BA BOEING CO COM 0.2%
Value $11.28M Shares 56,697 Est. Cost $191.52 Unrealized +24.6%
SPGI S&P GLOBAL INC COM 0.1%
Value $3.944M Shares 9,273 Est. Cost $483.56 Unrealized +0.4%
BPRE BLUEROCK PVT REAL ESTATE FD COM 0.1%
Value $8.405M Shares 506,004 Est. Cost $15.00 Unrealized
IAU ISHARES GOLD TRUST 0.2%
Value $9.699M Shares 110,018 Est. Cost $66.00 Unrealized
RGTI RIGETTI COMPUTING INC COMMON STOCK 0.0%
Value $1.212M Shares 86,306 Est. Cost $4.91 Unrealized +316.6%
GSK GSK PLC SPONSORED ADR 0.1%
Value $5.962M Shares 108,026 Est. Cost $33.39 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value $3.955M Shares 25,432 Est. Cost $143.55 Unrealized +29.6%
AMGN AMGEN INC COM 0.2%
Value $9.35M Shares 26,574 Est. Cost $281.75 Unrealized +24.1%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.4%
Value $22.54M Shares 105,490 Est. Cost $1826.34 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value $3.812M Shares 11,982 Est. Cost $216.60 Unrealized +46.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value $10.77M Shares 15 Est. Cost $663316.06 Unrealized +11.6%
DHR DANAHER CORP DEL COM 0.0%
Value $2.192M Shares 11,562 Est. Cost $205.13 Unrealized +9.5%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.1%
Value $4.346M Shares 32,022 Est. Cost $113.64 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value $6.399M Shares 68,094 Est. Cost $77.00 Unrealized +30.0%
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.1%
Value $7.186M Shares 94,526 Est. Cost $68.35 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value $4.109M Shares 19,751 Est. Cost $1539.85 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.2%
Value $10.13M Shares 145,191 Est. Cost $283.96 Unrealized
SGOL ABRDN PHYSICAL GOLD SHARES ETF 0.1%
Value $4.647M Shares 104,147 Est. Cost $30.32 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value $5.702M Shares 46,442 Est. Cost $100.23 Unrealized +34.7%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value $2.467M Shares 27,370 Est. Cost $101.18 Unrealized +0.0%
MS MORGAN STANLEY COM NEW 0.1%
Value $4.435M Shares 26,947 Est. Cost $121.64 Unrealized +47.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $1.317M Shares 9,000 Est. Cost $53.74 Unrealized +186.9%
BHP BHP BILLITON LIMITED SPONSORED ADS 0.0%
Value $1.585M Shares 21,795 Est. Cost $52.55 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value $6.753M Shares 42,288 Est. Cost $99.03 Unrealized +55.7%
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 0.1%
Value $4.077M Shares 120,847 Est. Cost $32.92 Unrealized
RRC RANGE RES CORP COM 0.0%
Value $985K Shares 21,795 Est. Cost $35.95 Unrealized +0.6%
ADSK AUTODESK INC COM 0.0%
Value $832K Shares 3,475 Est. Cost $282.22 Unrealized -10.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $1.736M Shares 4,000 Est. Cost $356.02 Unrealized +16.8%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.0%
Value $2.265M Shares 23,722 Est. Cost $23538.35 Unrealized
CRUS CIRRUS LOGIC INC COM 0.0%
Value $992K Shares 6,858 Est. Cost $102.66 Unrealized +29.1%
CNQ CANADIAN NAT RES LTD MED TERM COM 0.0%
Value $587K Shares 12,050 Est. Cost $31.32 Unrealized +18.8%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value $2.895M Shares 12,891 Est. Cost $55906.50 Unrealized
NEOS ENHANCED INCOME CREDIT SELECT ETF 0.2%
Value $11.43M Shares 231,007 Est. Cost $50.33 Unrealized
CRAI CRA INTL INC COM 0.0%
Value $707K Shares 4,368 Est. Cost $117.82 Unrealized +60.7%
VIXY PROSHARES VIX SHORT-TERM FUTURES ETF 0.0%
Value $601K Shares 17,500 Est. Cost $25.64 Unrealized
DK DELEK US HLDGS INC NEW COM 0.0%
Value $446K Shares 9,895 Est. Cost $16.53 Unrealized +88.8%
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 0.0%
Value $577K Shares 15,179 Est. Cost $33.26 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value $655K Shares 29,328 Est. Cost $17.87 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value $1.289M Shares 3,591 Est. Cost $371.46 Unrealized
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 0.0%
Value $1.508M Shares 21,745 Est. Cost $68.60 Unrealized
URA GLOBAL X URANIUM ETF 0.0%
Value $970K Shares 20,028 Est. Cost $30.25 Unrealized
ATLO AMES NATL CORP COM 0.0%
Value $623K Shares 22,062 Est. Cost $21.38 Unrealized +19.9%
CAH CARDINAL HEALTH INC COM 0.1%
Value $3.17M Shares 15,002 Est. Cost $142.21 Unrealized +51.4%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $691K Shares 9,706 Est. Cost $80.77 Unrealized +1.8%
CAT CATERPILLAR INC COM 0.0%
Value $567K Shares 800 Est. Cost $326.24 Unrealized +109.8%
AZZ AZZ INC COM 0.0%
Value $729K Shares 5,827 Est. Cost $88.02 Unrealized +43.4%
DDOG DATADOG INC CL A COM 0.0%
Value $690K Shares 5,844 Est. Cost $158.02 Unrealized -21.6%
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF 0.0%
Value $2.776M Shares 50,390 Est. Cost $49.50 Unrealized
CB CHUBB LTD SWITZ COM 0.0%
Value $2.454M Shares 7,530 Est. Cost $270.82 Unrealized +16.8%
D DOMINION ENERGY INC COM 0.0%
Value $2.144M Shares 34,688 Est. Cost $53.40 Unrealized +15.4%
OMF ONEMAIN HLDGS INC COM 0.0%
Value $355K Shares 6,637 Est. Cost $51.40 Unrealized +23.0%
XEL XCEL ENERGY INC COM 0.0%
Value $1.447M Shares 18,217 Est. Cost $63.84 Unrealized +20.9%
FISV FISERV INC COM 0.0%
Value $429K Shares 7,691 Est. Cost $176.38 Unrealized -63.7%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $1.746M Shares 5,841 Est. Cost $272.21 Unrealized
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value $281K Shares 7,438 Est. Cost $36.01 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value $386K Shares 4,000 Est. Cost $114.97 Unrealized -4.8%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $915K Shares 6,097 Est. Cost $188.01 Unrealized -17.0%
IRT INDEPENDENCE RLTY TR INC COM 0.0%
Value $386K Shares 25,890 Est. Cost $19.28 Unrealized
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF 0.0%
Value $719K Shares 5,222 Est. Cost $115.51 Unrealized
GIL GILDAN ACTIVEWEAR INC COM 0.0%
Value $485K Shares 8,709 Est. Cost $44.32 Unrealized +52.0%
AGNC AGNC INVT CORP COM 0.0%
Value $947K Shares 94,451 Est. Cost $9.71 Unrealized
FLR FLUOR CORP COM 0.0%
Value $397K Shares 8,517 Est. Cost $44.24 Unrealized +5.8%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value $842K Shares 31,567 Est. Cost $27.82 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value $652K Shares 1,599 Est. Cost $345.30 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value $846K Shares 4,269 Est. Cost $182.59 Unrealized
BLACKROCK ENHANCED GLOBAL COM 0.0%
Value $822K Shares 75,044 Est. Cost $10.48 Unrealized
ACEL ACCEL ENTERTAINMENT INC COM CL A1 0.0%
Value $1.203M Shares 110,232 Est. Cost $11.03 Unrealized +2.2%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.0%
Value $903K Shares 15,284 Est. Cost $50.65 Unrealized
CSHI NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF 0.3%
Value $17.13M Shares 344,159 Est. Cost $49.73 Unrealized
VOYA EMERGING MKTS HIGH DIVID COM 0.0%
Value $890K Shares 133,618 Est. Cost $5.21 Unrealized
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.0%
Value $917K Shares 8,988 Est. Cost $85.70 Unrealized
BRO BROWN & BROWN INC COM 0.0%
Value $217K Shares 3,332 Est. Cost $108.39 Unrealized -31.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value $1.151M Shares 8,456 Est. Cost $133.18 Unrealized -3.3%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value $1.563M Shares 31,505 Est. Cost $50.22 Unrealized
GCC WISDOMTREE ENHANCED COMMODITY STRATEGY FUND 0.0%
Value $409K Shares 17,097 Est. Cost $22.47 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value $853K Shares 97,199 Est. Cost $9.39 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value $1.788M Shares 8,685 Est. Cost $330.04 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value $593K Shares 544 Est. Cost $758.89 Unrealized +44.2%
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $448K Shares 9,416 Est. Cost $82.29 Unrealized -35.0%
BA BOEING CO COM 0.0%
Value $498K Shares 2,500 Est. Cost $191.52 Unrealized +24.6%
PNNT PENNANTPARK INVT CORP COM 0.0%
Value $135K Shares 30,061 Est. Cost $4.32 Unrealized +28.9%
BITF KEEL INFRASTRUCTURE CORP COM SHS 0.0%
Value $206K Shares 105,770 Est. Cost $2.43 Unrealized +1.2%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value $320K Shares 3,278 Est. Cost $113.62 Unrealized -3.0%
SHG SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 0.0%
Value $342K Shares 5,578 Est. Cost $50.86 Unrealized
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 0.0%
Value $1.96M Shares 72,979 Est. Cost $27.26 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value $842K Shares 6,959 Est. Cost $109.01 Unrealized
AIA ISHARES ASIA 50 ETF 0.0%
Value $468K Shares 4,406 Est. Cost $81.40 Unrealized
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value $454K Shares 9,727 Est. Cost $42.99 Unrealized
MMLG FIRST TRUST MULTI-MANAGER LARGE GROWTH ETF 0.0%
Value $274K Shares 8,738 Est. Cost $16.52 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value $171K Shares 1,500 Est. Cost $121.74 Unrealized +10.7%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value $1.238M Shares 43,088 Est. Cost $28.57 Unrealized
XPND FIRST TRUST EXPANDED TECHNOLOGY ETF 0.0%
Value $322K Shares 9,818 Est. Cost $34.08 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value $2.378M Shares 29,382 Est. Cost $76.93 Unrealized +6.0%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value $350K Shares 3,560 Est. Cost $99.06 Unrealized -3.4%
AGCO AGCO CORP COM 0.0%
Value $278K Shares 2,404 Est. Cost $96.49 Unrealized +25.5%
FLR FLUOR CORP COM 0.0%
Value $182K Shares 3,900 Est. Cost $44.24 Unrealized +5.8%
QDEC FT VEST NASDAQ-100 BUFFER ETF - DECEMBER 0.0%
Value $791K Shares 25,157 Est. Cost $27.70 Unrealized
WSO WATSCO INC COM 0.0%
Value $332K Shares 912 Est. Cost $376.01 Unrealized +4.3%
DSI ISHARES ESG MSCI KLD 400 ETF 0.0%
Value $441K Shares 3,643 Est. Cost $92.89 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $187K Shares 2,600 Est. Cost $78.41 Unrealized +0.4%
MTH MERITAGE HOMES CORP COM 0.0%
Value $358K Shares 5,792 Est. Cost $70.27 Unrealized +5.7%
QCJL FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY 0.0%
Value $1.118M Shares 47,768 Est. Cost $23.73 Unrealized
NMFC NEW MTN FIN CORP COM 0.0%
Value $124K Shares 16,000 Est. Cost $9.75 Unrealized -11.3%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $98,478 Shares 600 Est. Cost $108.88 Unrealized +9.3%
DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 0.0%
Value $1.13M Shares 23,585 Est. Cost $45.53 Unrealized
RBA RB GLOBAL INC COM 0.0%
Value $263K Shares 2,743 Est. Cost $101.58 Unrealized +8.3%
DOCU DOCUSIGN INC COM 0.0%
Value $47,410 Shares 1,000 Est. Cost $80.76 Unrealized -33.8%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $868K Shares 6,276 Est. Cost $129.11 Unrealized
ATKR ATKORE INC COM 0.0%
Value $234K Shares 3,975 Est. Cost $101.47 Unrealized -32.9%
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.0%
Value $344K Shares 2,601 Est. Cost $103.84 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value $520K Shares 3,345 Est. Cost $129.98 Unrealized +21.1%
CNA CNA FINL CORP COM 0.0%
Value $447K Shares 9,732 Est. Cost $46.29 Unrealized +3.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value $64,076 Shares 11,757 Est. Cost $9.65 Unrealized -40.2%
AME AMETEK INC COM 0.0%
Value $412K Shares 1,924 Est. Cost $183.47 Unrealized +21.7%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value $201K Shares 700 Est. Cost $187.32 Unrealized +72.6%
FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 0.0%
Value $780K Shares 15,068 Est. Cost $46.08 Unrealized
ECL ECOLAB INC COM 0.0%
Value $1.624M Shares 6,104 Est. Cost $254.34 Unrealized +12.5%
CR CRANE COMPANY COMMON STOCK 0.0%
Value $215K Shares 1,256 Est. Cost $168.80 Unrealized +17.4%
BKIE BNY MELLON INTERNATIONAL EQUITY ETF 0.0%
Value $1.066M Shares 11,407 Est. Cost $74.83 Unrealized
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value $575K Shares 2,511 Est. Cost $222.48 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value $234K Shares 3,230 Est. Cost $74.22 Unrealized -0.2%
SECT MAIN SECTOR ROTATION ETF 0.0%
Value $230K Shares 3,802 Est. Cost $58.06 Unrealized
FDRR FIDELITY DIVIDEND ETF FOR RISING RATES 0.0%
Value $455K Shares 7,737 Est. Cost $42.45 Unrealized
AN AUTONATION INC COM 0.0%
Value $275K Shares 1,409 Est. Cost $181.42 Unrealized +15.4%
PCAR PACCAR INC COM 0.0%
Value $264K Shares 2,284 Est. Cost $96.91 Unrealized +26.9%
EUFN ISHARES MSCI EUROPE FINANCIALS ETF 0.0%
Value $249K Shares 7,147 Est. Cost $34.55 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value $1.289M Shares 6,908 Est. Cost $165.42 Unrealized +11.2%
ROAD CONSTRUCTION PARTNERS INC COM CL A 0.0%
Value $535K Shares 4,813 Est. Cost $114.04 Unrealized +5.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value $3.604M Shares 45,964 Est. Cost $78.39 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value $690K Shares 19,050 Est. Cost $31.98 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value $267K Shares 1,687 Est. Cost $165.80 Unrealized
MRK MERCK & CO INC COM 0.0%
Value $96,232 Shares 800 Est. Cost $91.01 Unrealized +25.6%
XME STATE STREET SPDR S&P METALS & MINING ETF 0.0%
Value $248K Shares 2,292 Est. Cost $67.22 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value $274K Shares 3,989 Est. Cost $62.12 Unrealized
ADBE ADOBE INC COM 0.0%
Value $24,308 Shares 100 Est. Cost $410.24 Unrealized -29.3%
FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 0.0%
Value $380K Shares 7,980 Est. Cost $48.99 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $1.854M Shares 10,978 Est. Cost $9676.51 Unrealized
MTB M & T BK CORP COM 0.0%
Value $577K Shares 2,791 Est. Cost $188.41 Unrealized +17.4%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $1.905M Shares 36,248 Est. Cost $51.16 Unrealized
JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF 0.0%
Value $643K Shares 17,622 Est. Cost $34.93 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value $86,184 Shares 1,200 Est. Cost $66.19 Unrealized +17.8%
EWS ISHARES MSCI SINGAPORE ETF 0.0%
Value $381K Shares 13,497 Est. Cost $25.98 Unrealized
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.0%
Value $481K Shares 10,300 Est. Cost $41.98 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value $508K Shares 3,907 Est. Cost $113.77 Unrealized
DWMF WISDOMTREE INTERNATIONAL MULTIFACTOR FUND 0.0%
Value $229K Shares 6,811 Est. Cost $31.41 Unrealized
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value $98,420 Shares 1,000 Est. Cost $99.06 Unrealized -3.4%
GSEP FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value $368K Shares 9,647 Est. Cost $37.29 Unrealized
EATON VANCE TAX-MANAGED BUY- COM 0.0%
Value $140K Shares 10,260 Est. Cost $15.21 Unrealized
CUBE CUBESMART COM 0.0%
Value $474K Shares 12,928 Est. Cost $47.72 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.0%
Value $283K Shares 5,180 Est. Cost $48.97 Unrealized
DGXX DIGI PWR X INC COM SUB VTG 0.0%
Value $23,682 Shares 11,666 Est. Cost $1.94 Unrealized +38.5%
TMHC TAYLOR MORRISON HOME CORP COM 0.0%
Value $348K Shares 5,973 Est. Cost $58.69 Unrealized +8.9%
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.0%
Value $457K Shares 8,661 Est. Cost $51.16 Unrealized
NAK NORTHERN DYNASTY MINERALS LTD COM NEW 0.0%
Value $14,000 Shares 10,000 Est. Cost $0.29 Unrealized +598.7%
F FORD MTR CO COM 0.0%
Value $40,390 Shares 3,500 Est. Cost $9.45 Unrealized +45.5%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value $57,372 Shares 200 Est. Cost $189.61 Unrealized +70.7%
SNY SANOFI SA SPONSORED ADR 0.0%
Value $1.742M Shares 36,146 Est. Cost $52.46 Unrealized
PLUG PLUG PWR INC COM NEW 0.0%
Value $39,550 Shares 17,500 Est. Cost $4.14 Unrealized -48.2%
GNOV FT VEST U.S. EQUITY MODERATE BUFFER ETF -NOVEMBER 0.0%
Value $251K Shares 6,450 Est. Cost $39.72 Unrealized
IVOO VANGUARD S&P MID-CAP 400 ETF 0.0%
Value $221K Shares 1,934 Est. Cost $104.98 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value $56,754 Shares 200 Est. Cost $218.41 Unrealized +45.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value $95,840 Shares 200 Est. Cost $433.07 Unrealized +13.9%
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 0.0%
Value $236K Shares 5,426 Est. Cost $39.37 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value $785K Shares 78,464 Est. Cost $6.92 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY ETF 0.2%
Value $11.83M Shares 202,018 Est. Cost $58.66 Unrealized
CTOR CITIUS ONCOLOGY INC COM 0.0%
Value $7,232 Shares 11,666 Est. Cost $4.35 Unrealized
XNOV FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER 0.0%
Value $320K Shares 8,548 Est. Cost $37.87 Unrealized
GMAY FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY 0.0%
Value $700K Shares 17,055 Est. Cost $37.32 Unrealized
UFPI UFP INDUSTRIES INC COM 0.0%
Value $427K Shares 4,636 Est. Cost $89.14 Unrealized +19.2%
DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value $519K Shares 10,947 Est. Cost $46.54 Unrealized
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.0%
Value $201K Shares 4,622 Est. Cost $43.63 Unrealized
SMAY FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY 0.0%
Value $712K Shares 27,056 Est. Cost $25.97 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $1.808M Shares 6,198 Est. Cost $256.51 Unrealized +12.5%
MFA MFA FINL INC COM 0.0%
Value $102K Shares 10,644 Est. Cost $9.46 Unrealized
INTC INTEL CORP COM 0.0%
Value $17,652 Shares 400 Est. Cost $32.92 Unrealized +41.0%
BUFZ FT VEST LADDERED MODERATE BUFFER ETF 0.0%
Value $261K Shares 9,925 Est. Cost $26.53 Unrealized
YSEP FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER 0.0%
Value $423K Shares 16,166 Est. Cost $26.01 Unrealized
SFEB FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY 0.0%
Value $516K Shares 21,747 Est. Cost $23.50 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $688K Shares 35,245 Est. Cost $19.40 Unrealized
CTXR CITIUS PHARMACEUTICALS INC COM 0.0%
Value $18,000 Shares 20,000 Est. Cost $3.83 Unrealized -78.9%
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value $261K Shares 2,074 Est. Cost $70.83 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $22,650 Shares 500 Est. Cost $51.78 Unrealized +1.8%
DAPR FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL 0.0%
Value $223K Shares 5,620 Est. Cost $37.21 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $40,686 Shares 200 Est. Cost $166.75 Unrealized +33.0%
C CITIGROUP INC COM NEW 0.0%
Value $68,046 Shares 600 Est. Cost $74.32 Unrealized +56.3%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $3.526M Shares 16,947 Est. Cost $172.99 Unrealized +30.0%
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 0.0%
Value $306K Shares 4,700 Est. Cost $56.48 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.0%
Value $1.575M Shares 24,329 Est. Cost $62.09 Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value $752K Shares 7,277 Est. Cost $82.49 Unrealized
DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 0.0%
Value $909K Shares 16,834 Est. Cost $54.07 Unrealized
AGNG GLOBAL X AGING POPULATION ETF 0.0%
Value $254K Shares 7,147 Est. Cost $32.83 Unrealized
CIM CHIMERA INVT CORP COM SHS 0.0%
Value $128K Shares 10,160 Est. Cost $12.80 Unrealized
CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF 0.0%
Value $818K Shares 32,309 Est. Cost $25.29 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value $9,514 Shares 200 Est. Cost $82.29 Unrealized -35.0%
PSEC PROSPECT CAP CORP COM 0.0%
Value $94,310 Shares 36,134 Est. Cost $3.67 Unrealized -24.0%
AFSM FIRST TRUST ACTIVE FACTOR SMALL CAP ETF 0.0%
Value $207K Shares 6,296 Est. Cost $32.88 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value $3,353 Shares 100 Est. Cost $23.91 Unrealized +24.4%
CVSB CALVERT ULTRA-SHORT INVESTMENT GRADE ETF 0.0%
Value $421K Shares 8,321 Est. Cost $50.72 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value $43,345 Shares 500 Est. Cost $129.13 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value $23,277 Shares 300 Est. Cost $56.94 Unrealized +36.8%
RZLV REZOLVE AI PLC ORD SHS 0.0%
Value $134K Shares 52,195 Est. Cost $3.77 Unrealized -22.0%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value $361K Shares 3,291 Est. Cost $109.67 Unrealized