BELLEVUE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001801619 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 23, 2023

Total Value ($000): $129,284 (100.0% shares, 0.0% debt)

Holdings (480)

MSFT MICROSOFT CORP 28.0%
Value ($000) $36,150 Shares 152,151 Est. Cost $208.37 Unrealized +12.3%
FVD FIRST TR VALUE LINE DIVID IN 10.1%
Value ($000) $13,011 Shares 328,141 Est. Cost $39.57 Unrealized
AAPL APPLE INC 6.3%
Value ($000) $8,111 Shares 63,230 Est. Cost $95.17 Unrealized +47.8%
SBUX STARBUCKS CORP 5.7%
Value ($000) $7,347 Shares 74,550 Est. Cost $74.48 Unrealized +17.6%
LMBS FIRST TR EXCHANGE- TRADED FD 4.8%
Value ($000) $6,178 Shares 130,370 Est. Cost $49.82 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 3.4%
Value ($000) $4,352 Shares 50,055 Est. Cost $81.01 Unrealized
QLV FLEXSHARES TR 3.1%
Value ($000) $4,059 Shares 81,318 Est. Cost $45.11 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 2.7%
Value ($000) $3,547 Shares 81,391 Est. Cost $48.98 Unrealized
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $3,331 Shares 7,354 Est. Cost $271.59 Unrealized +72.6%
JPIN JP MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $2,358 Shares 47,789 Est. Cost $56.46 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.8%
Value ($000) $2,300 Shares 38,709 Est. Cost $58.95 Unrealized
VGT VANGUARD WORLD FDS 1.5%
Value ($000) $1,945 Shares 6,155 Est. Cost $244.84 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $1,707 Shares 20,620 Est. Cost $123.38 Unrealized -19.9%
AMGN AMGEN INC 1.2%
Value ($000) $1,532 Shares 5,884 Est. Cost $182.69 Unrealized +32.9%
ABT ABBOTT LABS 1.1%
Value ($000) $1,463 Shares 13,418 Est. Cost $90.62 Unrealized +7.7%
CSCO CISCO SYS INC 1.0%
Value ($000) $1,239 Shares 26,280 Est. Cost $38.19 Unrealized +8.6%
VHT VANGUARD WORLD FDS 0.7%
Value ($000) $941 Shares 3,824 Est. Cost $191.76 Unrealized
VCR VANGUARD WORLD FDS 0.7%
Value ($000) $866 Shares 3,993 Est. Cost $189.51 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $840 Shares 9,642 Est. Cost $107.77 Unrealized -12.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $832 Shares 2,502 Est. Cost $294.23 Unrealized +8.7%
BMY BRISTOL-MYERS SQUIBB CO 0.6%
Value ($000) $802 Shares 11,230 Est. Cost $45.19 Unrealized +44.4%
SCHD SCHWAB STRATEGIC TR 0.6%
Value ($000) $744 Shares 9,924 Est. Cost $57.96 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $742 Shares 5,576 Est. Cost $100.90 Unrealized +16.6%
GOOG ALPHABET INC 0.6%
Value ($000) $722 Shares 8,240 Est. Cost $108.49 Unrealized -12.7%
WRB BERKLEY W R CORP 0.5%
Value ($000) $649 Shares 9,000 Est. Cost $29.62 Unrealized +50.3%
INTC INTEL CORP 0.5%
Value ($000) $626 Shares 23,838 Est. Cost $48.92 Unrealized -45.5%
FNDB SCHWAB STRATEGIC TR 0.5%
Value ($000) $610 Shares 11,690 Est. Cost $42.14 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $507 Shares 1,338 Est. Cost $334.42 Unrealized
V VISA INC 0.4%
Value ($000) $494 Shares 2,396 Est. Cost $177.09 Unrealized +11.2%
HD HOME DEPOT INC 0.4%
Value ($000) $484 Shares 1,543 Est. Cost $194.69 Unrealized +44.4%
DVY ISHARES TR 0.4%
Value ($000) $481 Shares 4,010 Est. Cost $105.81 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $446 Shares 2,961 Est. Cost $105.24 Unrealized +23.3%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $441 Shares 2,323 Est. Cost $165.36 Unrealized
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $405 Shares 12,129 Est. Cost $44.70 Unrealized -25.0%
NKE NIKE INC 0.3%
Value ($000) $401 Shares 3,447 Est. Cost $88.07 Unrealized +8.2%
TSLA TESLA INC 0.3%
Value ($000) $400 Shares 3,296 Est. Cost $221.47 Unrealized -14.5%
PEP PEPSICO INC 0.3%
Value ($000) $350 Shares 1,948 Est. Cost $113.20 Unrealized +42.1%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $348 Shares 2,018 Est. Cost $126.21 Unrealized +17.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $338 Shares 1,104 Est. Cost $212.55 Unrealized +39.7%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $292 Shares 8,430 Est. Cost $37.82 Unrealized -20.5%
IYF ISHARES TR 0.2%
Value ($000) $290 Shares 3,870 Est. Cost $110.72 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $288 Shares 1,638 Est. Cost $114.29 Unrealized +37.4%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $280 Shares 1,565 Est. Cost $88.59 Unrealized +73.0%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $276 Shares 8,361 Est. Cost $27.70 Unrealized +14.5%
BA BOEING CO 0.2%
Value ($000) $271 Shares 1,434 Est. Cost $341.96 Unrealized -52.2%
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $260 Shares 5,079 Est. Cost $45.14 Unrealized
PCAR PACCAR INC 0.2%
Value ($000) $252 Shares 2,563 Est. Cost $40.60 Unrealized +40.5%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $246 Shares 5,500 Est. Cost $65.19 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $239 Shares 2,783 Est. Cost $134.67 Unrealized -30.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $232 Shares 2,302 Est. Cost $59.98 Unrealized +35.5%
TSBK TIMBERLAND BANCORP INC 0.2%
Value ($000) $216 Shares 6,400 Est. Cost $24.54 Unrealized +16.9%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $208 Shares 1,932 Est. Cost $95.50 Unrealized
LAM RESEARCH CORP 0.2%
Value ($000) $208 Shares 499 Est. Cost $291.67 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $199 Shares 4,895 Est. Cost $31.59 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $194 Shares 1,942 Est. Cost $54.12 Unrealized +61.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $193 Shares 2,205 Est. Cost $194.93 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $189 Shares 2,986 Est. Cost $44.58 Unrealized +23.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $188 Shares 2,837 Est. Cost $45.94 Unrealized +26.3%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $179 Shares 2,871 Est. Cost $50.28 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $178 Shares 1,613 Est. Cost $67.55 Unrealized +37.4%
KLAC KLA CORP 0.1%
Value ($000) $178 Shares 479 Est. Cost $157.00 Unrealized +115.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $176 Shares 1,618 Est. Cost $83.06 Unrealized +31.1%
HSY HERSHEY CO 0.1%
Value ($000) $173 Shares 750 Est. Cost $128.44 Unrealized +65.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $171 Shares 3,760 Est. Cost $28.94 Unrealized +21.0%
DE DEERE & CO 0.1%
Value ($000) $170 Shares 400 Est. Cost $145.71 Unrealized +166.8%
DHR DANAHER CORPORATION 0.1%
Value ($000) $167 Shares 636 Est. Cost $122.98 Unrealized +85.5%
PFE PFIZER INC 0.1%
Value ($000) $163 Shares 3,206 Est. Cost $27.08 Unrealized +48.4%
GIS GENERAL MLS INC 0.1%
Value ($000) $159 Shares 1,911 Est. Cost $42.97 Unrealized +69.7%
ORCL ORACLE CORP 0.1%
Value ($000) $159 Shares 1,956 Est. Cost $50.17 Unrealized +45.9%
FDX FEDEX CORP 0.1%
Value ($000) $158 Shares 915 Est. Cost $138.68 Unrealized +11.8%
FISV FISERV INC 0.1%
Value ($000) $154 Shares 1,540 Est. Cost $110.41 Unrealized -9.8%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $148 Shares 3,277 Est. Cost $36.38 Unrealized +15.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $145 Shares 400 Est. Cost $107.55 Unrealized +221.5%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $145 Shares 3,994 Est. Cost $32.51 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $140 Shares 1,531 Est. Cost $92.36 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $132 Shares 641 Est. Cost $151.23 Unrealized +25.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $131 Shares 500 Est. Cost $171.88 Unrealized +42.7%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $127 Shares 1,627 Est. Cost $68.51 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $126 Shares 20,000 Est. Cost $21.58 Unrealized -64.9%
IYE ISHARES TR 0.1%
Value ($000) $126 Shares 2,715 Est. Cost $25.45 Unrealized
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $125 Shares 1,116 Est. Cost $76.95 Unrealized
NOK NOKIA CORP 0.1%
Value ($000) $125 Shares 27,047 Est. Cost $3.44 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.1%
Value ($000) $121 Shares 8,899 Est. Cost $18.69 Unrealized -19.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $121 Shares 350 Est. Cost $278.68 Unrealized +16.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $120 Shares 3,056 Est. Cost $40.66 Unrealized -24.3%
MAS MASCO CORP 0.1%
Value ($000) $110 Shares 2,368 Est. Cost $41.05 Unrealized +10.8%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $107 Shares 650 Est. Cost $71.20 Unrealized +115.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $104 Shares 215 Est. Cost $323.71 Unrealized +31.8%
NFLX NETFLIX INC 0.1%
Value ($000) $102 Shares 351 Est. Cost $30.70 Unrealized -8.6%
LRGF ISHARES TR 0.1%
Value ($000) $100 Shares 2,590 Est. Cost $35.07 Unrealized
COLB COLUMBIA BKG SYS INC 0.1%
Value ($000) $99 Shares 3,302 Est. Cost $28.93 Unrealized -8.6%
DINT DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $99 Shares 5,597 Est. Cost $18.22 Unrealized
LIFE STORAGE INC 0.1%
Value ($000) $97 Shares 993 Est. Cost $88.49 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $96 Shares 484 Est. Cost $101.61 Unrealized +85.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $95 Shares 633 Est. Cost $124.29 Unrealized
CI CIGNA CORP NEW 0.1%
Value ($000) $95 Shares 288 Est. Cost $169.40 Unrealized +76.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $93 Shares 1,005 Est. Cost $56.62 Unrealized +51.8%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $92 Shares 8,220 Est. Cost $15.02 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $91 Shares 1,287 Est. Cost $48.88 Unrealized +22.0%
VMWARE INC 0.1%
Value ($000) $90 Shares 736 Est. Cost $143.63 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $89 Shares 802 Est. Cost $157.25 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $89 Shares 1,086 Est. Cost $87.09 Unrealized
T AT&T INC 0.1%
Value ($000) $89 Shares 4,863 Est. Cost $18.37 Unrealized -17.8%
EMR EMERSON ELEC CO 0.1%
Value ($000) $86 Shares 900 Est. Cost $62.82 Unrealized +34.6%
TGT TARGET CORP 0.1%
Value ($000) $86 Shares 579 Est. Cost $102.66 Unrealized +37.3%
PSA PUBLIC STORAGE 0.1%
Value ($000) $83 Shares 300 Est. Cost $170.95 Unrealized +50.0%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $83 Shares 976 Est. Cost $53.65 Unrealized +32.0%
PTH INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $83 Shares 684 Est. Cost $96.02 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $80 Shares 525 Est. Cost $142.22 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.1%
Value ($000) $79 Shares 10,585 Est. Cost $28.54 Unrealized -72.7%
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $78 Shares 911 Est. Cost $68.45 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $77 Shares 375 Est. Cost $177.58 Unrealized +18.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $77 Shares 225 Est. Cost $186.36 Unrealized +72.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $77 Shares 750 Est. Cost $72.00 Unrealized +17.8%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $76 Shares 620 Est. Cost $93.63 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $75 Shares 3,153 Est. Cost $26.14 Unrealized
PFI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $73 Shares 1,812 Est. Cost $38.74 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $73 Shares 735 Est. Cost $102.04 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $70 Shares 185 Est. Cost $322.73 Unrealized
LIT GLOBAL X FDS 0.1%
Value ($000) $70 Shares 1,200 Est. Cost $27.29 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $69 Shares 1,102 Est. Cost $55.00 Unrealized -5.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $69 Shares 479 Est. Cost $17.69 Unrealized -17.2%
NORDSTROM INC 0.1%
Value ($000) $69 Shares 4,303 Est. Cost $39.49 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $69 Shares 261 Est. Cost $178.42 Unrealized +48.0%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $67 Shares 1,543 Est. Cost $43.69 Unrealized
BMVP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $66 Shares 640 Est. Cost $99.31 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $66 Shares 650 Est. Cost $85.74 Unrealized +11.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $64 Shares 122 Est. Cost $237.90 Unrealized +110.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $64 Shares 475 Est. Cost $110.03 Unrealized +2.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $64 Shares 2,070 Est. Cost $23.11 Unrealized +19.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $63 Shares 654 Est. Cost $53.00 Unrealized +76.0%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $61 Shares 1,065 Est. Cost $47.96 Unrealized +3.9%
DGRO ISHARES TR 0.0%
Value ($000) $60 Shares 1,215 Est. Cost $45.89 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $59 Shares 350 Est. Cost $133.33 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $59 Shares 1,432 Est. Cost $17.13 Unrealized +126.9%
WAFD WASHINGTON FED INC 0.0%
Value ($000) $58 Shares 1,735 Est. Cost $26.14 Unrealized +19.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $57 Shares 235 Est. Cost $165.56 Unrealized +33.1%
PSL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $56 Shares 680 Est. Cost $73.95 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $56 Shares 716 Est. Cost $40.97 Unrealized +71.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $55 Shares 700 Est. Cost $60.05 Unrealized +16.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $54 Shares 1,324 Est. Cost $39.51 Unrealized +3.3%
JEPI JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $54.12 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $53 Shares 2,876 Est. Cost $10.25 Unrealized +35.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $53 Shares 97 Est. Cost $298.40 Unrealized +75.9%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $53 Shares 391 Est. Cost $102.21 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $53 Shares 3,134 Est. Cost $19.86 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $52 Shares 292 Est. Cost $167.55 Unrealized
CACI CACI INTL INC 0.0%
Value ($000) $50 Shares 168 Est. Cost $232.74 Unrealized +25.3%
USB US BANCORP DEL 0.0%
Value ($000) $50 Shares 1,140 Est. Cost $40.77 Unrealized -10.0%
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $49 Shares 1,065 Est. Cost $39.49 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $48 Shares 205 Est. Cost $145.09 Unrealized +57.8%
JHML JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $48 Shares 983 Est. Cost $41.54 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $46 Shares 448 Est. Cost $69.56 Unrealized +42.4%
ROL ROLLINS INC 0.0%
Value ($000) $46 Shares 1,269 Est. Cost $26.78 Unrealized +39.3%
JEPQ JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $44 Shares 1,100 Est. Cost $40.42 Unrealized
VOO VANGARD INDEX FDS 0.0%
Value ($000) $44 Shares 125 Est. Cost $332.39 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $42 Shares 385 Est. Cost $52.07 Unrealized +84.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $42 Shares 635 Est. Cost $41.84 Unrealized +24.9%
TXT TEXTRON INC 0.0%
Value ($000) $41 Shares 447 Est. Cost $45.95 Unrealized +47.3%
GNW GENWORTH FINL INC 0.0%
Value ($000) $41 Shares 7,819 Est. Cost $3.83 Unrealized +23.0%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $41 Shares 205 Est. Cost $200.00 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $41 Shares 57 Est. Cost $479.29 Unrealized +53.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $41 Shares 75 Est. Cost $315.85 Unrealized +56.8%
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $41 Shares 978 Est. Cost $42.62 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $40 Shares 108 Est. Cost $177.34 Unrealized +107.1%
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $40 Shares 2,666 Est. Cost $18.55 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $40 Shares 228 Est. Cost $185.87 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $39 Shares 2,340 Est. Cost $17.01 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $39 Shares 375 Est. Cost $98.67 Unrealized
ARW ARROW ELECTRS INC 0.0%
Value ($000) $39 Shares 372 Est. Cost $79.53 Unrealized +29.8%
KARS KRANESHARES TR 0.0%
Value ($000) $39 Shares 1,387 Est. Cost $23.83 Unrealized
LINDE PLC 0.0%
Value ($000) $39 Shares 119 Est. Cost $210.08 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $38 Shares 233 Est. Cost $103.75 Unrealized +46.4%
IJH ISHARES TR 0.0%
Value ($000) $36 Shares 150 Est. Cost $205.00 Unrealized
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $35 Shares 870 Est. Cost $38.73 Unrealized -1.6%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $35 Shares 400 Est. Cost $115.73 Unrealized -18.9%
HYS PIMCO ETF TR 0.0%
Value ($000) $35 Shares 390 Est. Cost $100.00 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $34 Shares 485 Est. Cost $32.92 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $34 Shares 162 Est. Cost $181.25 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $34 Shares 298 Est. Cost $70.68 Unrealized +50.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $31.00 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $34 Shares 529 Est. Cost $53.52 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $33 Shares 179 Est. Cost $119.29 Unrealized +42.0%
DOV DOVER CORP 0.0%
Value ($000) $33 Shares 248 Est. Cost $104.19 Unrealized +22.6%
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $33 Shares 417 Est. Cost $62.71 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $33 Shares 1,363 Est. Cost $27.71 Unrealized
GSK GSK PLC 0.0%
Value ($000) $33 Shares 932 Est. Cost $30.04 Unrealized
DDWM WISDOMTREE TR 0.0%
Value ($000) $32 Shares 1,105 Est. Cost $30.41 Unrealized
IAU ISHARES GOLD TR 0.0%
Value ($000) $32 Shares 931 Est. Cost $33.30 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $32 Shares 2,785 Est. Cost $15.42 Unrealized
NDAQ NASDAQ INC 0.0%
Value ($000) $31 Shares 504 Est. Cost $47.77 Unrealized +24.7%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $30 Shares 1,696 Est. Cost $19.10 Unrealized -10.7%
META META PLATFORMS INC 0.0%
Value ($000) $30 Shares 253 Est. Cost $225.33 Unrealized -48.2%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 211 Est. Cost $120.43 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $29 Shares 123 Est. Cost $123.39 Unrealized +67.4%
XAR SPDR SER TR 0.0%
Value ($000) $29 Shares 265 Est. Cost $110.32 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $29 Shares 808 Est. Cost $36.25 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $28 Shares 405 Est. Cost $64.33 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $28 Shares 100 Est. Cost $220.00 Unrealized
CSX CSX CORP 0.0%
Value ($000) $28 Shares 900 Est. Cost $27.90 Unrealized +3.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $27 Shares 500 Est. Cost $88.00 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $27 Shares 548 Est. Cost $62.04 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $27 Shares 520 Est. Cost $55.54 Unrealized -8.7%
VTR VENTAS INC 0.0%
Value ($000) $27 Shares 600 Est. Cost $48.69 Unrealized -22.5%
PFF ISHARES TR 0.0%
Value ($000) $27 Shares 879 Est. Cost $37.27 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $27 Shares 656 Est. Cost $22.72 Unrealized +43.1%
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $26 Shares 765 Est. Cost $34.04 Unrealized
VEA VANGUARD TAX-MANAGED FD 0.0%
Value ($000) $26 Shares 618 Est. Cost $38.75 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $26 Shares 141 Est. Cost $164.29 Unrealized
DOW DOW INC 0.0%
Value ($000) $25 Shares 502 Est. Cost $36.70 Unrealized +10.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $25 Shares 410 Est. Cost $46.02 Unrealized +13.3%
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $25 Shares 541 Est. Cost $43.31 Unrealized
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $25 Shares 2,189 Est. Cost $13.98 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $24 Shares 2,715 Est. Cost $11.82 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $24 Shares 922 Est. Cost $25.47 Unrealized
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $24 Shares 475 Est. Cost $26.12 Unrealized +136.2%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $24 Shares 324 Est. Cost $62.22 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $23 Shares 283 Est. Cost $37.84 Unrealized +96.1%
IWD ISHARES TR 0.0%
Value ($000) $23 Shares 150 Est. Cost $135.00 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $22 Shares 186 Est. Cost $100.68 Unrealized -5.0%
HNDL STRATEGY SHS 0.0%
Value ($000) $22 Shares 1,106 Est. Cost $24.57 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $21 Shares 200 Est. Cost $95.00 Unrealized
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $21 Shares 220 Est. Cost $89.69 Unrealized 0.0%
YYY AMPLIFY ETF TR 0.0%
Value ($000) $21 Shares 1,788 Est. Cost $16.71 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 1,430 Est. Cost $18.88 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $21 Shares 453 Est. Cost $54.25 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 383 Est. Cost $42.67 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $20 Shares 424 Est. Cost $15.39 Unrealized +47.1%
EFA ISHARES TR 0.0%
Value ($000) $20 Shares 302 Est. Cost $69.53 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $20 Shares 125 Est. Cost $86.62 Unrealized +54.1%
CRM SALESFORCE INC 0.0%
Value ($000) $19 Shares 145 Est. Cost $166.51 Unrealized -13.4%
SLV ISHARES SILVER TR 0.0%
Value ($000) $19 Shares 863 Est. Cost $18.75 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $19 Shares 280 Est. Cost $71.97 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 192 Est. Cost $83.33 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19 Shares 478 Est. Cost $41.65 Unrealized
WESTERN ASSET GBL HIGH INC F 0.0%
Value ($000) $18 Shares 2,700 Est. Cost $8.43 Unrealized
AVA AVISTA CORP 0.0%
Value ($000) $18 Shares 412 Est. Cost $36.05 Unrealized -5.1%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $18 Shares 1,593 Est. Cost $14.59 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $18 Shares 138 Est. Cost $123.19 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $17 Shares 260 Est. Cost $318.19 Unrealized -76.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $17 Shares 100 Est. Cost $152.68 Unrealized
BNY MELLON STRATEGIC MUNS IN 0.0%
Value ($000) $17 Shares 2,700 Est. Cost $8.66 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $17 Shares 118 Est. Cost $102.98 Unrealized +19.5%
XBI SPDR SER TR 0.0%
Value ($000) $16 Shares 200 Est. Cost $94.53 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $16 Shares 268 Est. Cost $24.50 Unrealized +149.5%
IRBTQ IROBOT CORP 0.0%
Value ($000) $16 Shares 325 Est. Cost $49.75 Unrealized +6.2%
DWS MUN INCOME TR 0.0%
Value ($000) $16 Shares 1,800 Est. Cost $11.24 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $15 Shares 254 Est. Cost $62.60 Unrealized -14.3%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 200 Est. Cost $85.00 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $15 Shares 374 Est. Cost $47.73 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $15 Shares 340 Est. Cost $52.74 Unrealized
DISH NETWORK CORPORATION 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $35.34 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $14 Shares 130 Est. Cost $116.67 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $14 Shares 352 Est. Cost $24.85 Unrealized +28.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $14 Shares 100 Est. Cost $110.00 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $13 Shares 75 Est. Cost $106.67 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $13 Shares 153 Est. Cost $68.29 Unrealized +8.1%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $12 Shares 150 Est. Cost $73.33 Unrealized
IVOO VANGARD ADMIRAL FDS INC 0.0%
Value ($000) $12 Shares 75 Est. Cost $106.67 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $12 Shares 161 Est. Cost $69.39 Unrealized -9.9%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $12 Shares 150 Est. Cost $61.58 Unrealized +15.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $12 Shares 103 Est. Cost $49.44 Unrealized +121.3%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $12 Shares 969 Est. Cost $16.51 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $12 Shares 571 Est. Cost $21.85 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $12 Shares 1,242 Est. Cost $18.55 Unrealized -39.1%
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $12 Shares 1,020 Est. Cost $14.71 Unrealized
HANCOCK JOHN TAX-ADVANTAGED 0.0%
Value ($000) $11 Shares 500 Est. Cost $28.00 Unrealized
PXI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 264 Est. Cost $28.04 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $11 Shares 200 Est. Cost $38.78 Unrealized +21.5%
MMM 3M CO 0.0%
Value ($000) $11 Shares 93 Est. Cost $110.99 Unrealized -18.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $11 Shares 51 Est. Cost $248.28 Unrealized -24.8%
WELL WELLTOWER INC 0.0%
Value ($000) $10 Shares 161 Est. Cost $64.94 Unrealized -8.2%
BP BP PLC 0.0%
Value ($000) $10 Shares 300 Est. Cost $27.23 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $10 Shares 1,308 Est. Cost $10.30 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $9 Shares 300 Est. Cost $40.69 Unrealized -35.4%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $9 Shares 27 Est. Cost $460.22 Unrealized -23.6%
BANR BANNER CORP 0.0%
Value ($000) $9 Shares 142 Est. Cost $43.71 Unrealized +36.6%
FXI ISHARES TR 0.0%
Value ($000) $9 Shares 310 Est. Cost $44.16 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $9 Shares 757 Est. Cost $10.28 Unrealized -2.1%
JHPI JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $8 Shares 391 Est. Cost $23.02 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $8 Shares 223 Est. Cost $41.55 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $8 Shares 1,047 Est. Cost $20.33 Unrealized -57.6%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $8 Shares 161 Est. Cost $53.36 Unrealized
IDV ISHARES TR 0.0%
Value ($000) $8 Shares 301 Est. Cost $30.84 Unrealized
BUG GLOBAL X FDS 0.0%
Value ($000) $8 Shares 391 Est. Cost $27.30 Unrealized
MBC MASTERBRAND INC 0.0%
Value ($000) $8 Shares 1,065 Est. Cost $8.19 Unrealized 0.0%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8 Shares 90 Est. Cost $88.89 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $7 Shares 75 Est. Cost $67.37 Unrealized +28.7%
HYG ISHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $90.00 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $7 Shares 483 Est. Cost $24.65 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $7 Shares 113 Est. Cost $82.22 Unrealized -34.0%
GLW CORNING INC 0.0%
Value ($000) $7 Shares 213 Est. Cost $24.68 Unrealized +20.4%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $155.82 Unrealized -2.1%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $6 Shares 72 Est. Cost $55.56 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $28.94 Unrealized +123.6%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 140 Est. Cost $65.17 Unrealized
MET METLIFE INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $45.51 Unrealized +43.1%
FTNT FORTINET INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $52.57 Unrealized -0.9%
FTV FORTIVE CORP 0.0%
Value ($000) $6 Shares 92 Est. Cost $44.01 Unrealized +8.6%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $6 Shares 120 Est. Cost $74.58 Unrealized -27.8%
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 148 Est. Cost $55.42 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $6 Shares 672 Est. Cost $13.93 Unrealized
EWY ISHARES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $58.82 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 103 Est. Cost $25.31 Unrealized +82.0%
ABNB AIRBNB INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $185.28 Unrealized -45.5%
PAVE GLOBAL X FDS 0.0%
Value ($000) $5 Shares 200 Est. Cost $27.50 Unrealized
JPUS JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $5 Shares 54,683 Est. Cost $82.15 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $5 Shares 422 Est. Cost $23.58 Unrealized -32.5%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 139 Est. Cost $35.97 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $5 Shares 31 Est. Cost $102.53 Unrealized +33.8%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $31.01 Unrealized +73.4%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $5 Shares 8 Est. Cost $419.69 Unrealized +20.0%
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.81 Unrealized +29.4%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $5 Shares 462 Est. Cost $19.33 Unrealized -55.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 255 Est. Cost $74.71 Unrealized -60.6%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 59 Est. Cost $50.85 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $85.21 Unrealized -8.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4 Shares 20 Est. Cost $210.30 Unrealized -6.1%
OGN ORGANON & CO 0.0%
Value ($000) $4 Shares 160 Est. Cost $26.93 Unrealized -18.4%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 68 Est. Cost $43.48 Unrealized
CPRT COPART INC 0.0%
Value ($000) $4 Shares 72 Est. Cost $26.93 Unrealized +11.2%
GDX VANECK ETF TRUST 0.0%
Value ($000) $4 Shares 152 Est. Cost $26.69 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $138.21 Unrealized -38.8%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $63.47 Unrealized -30.6%
NSPR INSPIREMD INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $6.05 Unrealized -81.4%
UA UNDER ARMOUR INC 0.0%
Value ($000) $4 Shares 465 Est. Cost $17.51 Unrealized -56.6%
UNIVAR SOLUTIONS INC 0.0%
Value ($000) $4 Shares 130 Est. Cost $15.53 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.02 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $27.50 Unrealized
IXP ISHARES TR 0.0%
Value ($000) $4 Shares 69 Est. Cost $62.89 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $4 Shares 64 Est. Cost $46.22 Unrealized +17.9%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $4 Shares 31 Est. Cost $103.25 Unrealized +17.7%
BN BROOKFIELD CORP 0.0%
Value ($000) $4 Shares 117 Est. Cost $21.90 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $4 Shares 57 Est. Cost $29.66 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $3 Shares 76 Est. Cost $28.30 Unrealized +68.0%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $3 Shares 475 Est. Cost $8.68 Unrealized +1.1%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $3 Shares 44 Est. Cost $170.66 Unrealized -52.7%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $99.70 Unrealized +30.9%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 51 Est. Cost $49.00 Unrealized
HQY HEALTHEQUITY INC 0.0%
Value ($000) $3 Shares 54 Est. Cost $63.56 Unrealized +5.7%
CB CHUBB LIMITED 0.0%
Value ($000) $3 Shares 15 Est. Cost $199.93 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $3 Shares 100 Est. Cost $48.02 Unrealized -32.9%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $3 Shares 1,479 Est. Cost $2.72 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $43.46 Unrealized +35.5%
CHAMPIONX CORPORATION 0.0%
Value ($000) $3 Shares 111 Est. Cost $18.02 Unrealized
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $3 Shares 80 Est. Cost $21.29 Unrealized +92.9%
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $23.73 Unrealized +55.5%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $44.06 Unrealized +93.2%
VMC VULCAN MATLS CO 0.0%
Value ($000) $3 Shares 18 Est. Cost $136.39 Unrealized +22.4%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $3 Shares 34 Est. Cost $55.84 Unrealized +63.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $374.08 Unrealized +8.0%
PHR PHREESIA INC 0.0%
Value ($000) $3 Shares 93 Est. Cost $25.49 Unrealized +6.5%
NTAP NETAPP INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $49.33 Unrealized +24.9%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $76.19 Unrealized -14.2%
YETI YETI HLDGS INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $45.03 Unrealized -16.6%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $51.65 Unrealized +7.7%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $3 Shares 10 Est. Cost $219.47 Unrealized +20.1%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $3 Shares 51 Est. Cost $40.00 Unrealized
MHO M/I HOMES INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $40.83 Unrealized +5.2%
FLYW FLYWIRE CORPORATION 0.0%
Value ($000) $3 Shares 113 Est. Cost $32.39 Unrealized -33.5%
EWJ ISHARES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $3 Shares 51 Est. Cost $31.65 Unrealized
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $3 Shares 34 Est. Cost $83.89 Unrealized -4.2%
FIVE FIVE BELOW INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $108.40 Unrealized +45.1%
MKL MARKEL CORP 0.0%
Value ($000) $3 Shares 2 Est. Cost $1138.97 Unrealized +8.6%
SITM SITIME CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $113.25 Unrealized -16.5%
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $3 Shares 47 Est. Cost $52.22 Unrealized -9.5%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $40.09 Unrealized +79.2%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.81 Unrealized +18.5%
AIR AAR CORP 0.0%
Value ($000) $3 Shares 57 Est. Cost $46.68 Unrealized -6.7%
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $3 Shares 158 Est. Cost $13.90 Unrealized +14.4%
MNDY MONDAY COM LTD 0.0%
Value ($000) $3 Shares 21 Est. Cost $149.94 Unrealized -30.6%
RBC RBC BEARINGS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $203.30 Unrealized +12.4%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $55.11 Unrealized +8.8%
PKOH PARK-OHIO HLDGS CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $27.40 Unrealized -58.1%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $80.96 Unrealized +95.2%
BRO BROWN & BROWN INC 0.0%
Value ($000) $2 Shares 43 Est. Cost $48.19 Unrealized +18.9%
PAYCOR HCM INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $37.59 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $2 Shares 569 Est. Cost $16.74 Unrealized
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $2 Shares 126 Est. Cost $16.06 Unrealized +8.3%
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $41.08 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $2 Shares 41 Est. Cost $55.53 Unrealized +13.6%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $2 Shares 89 Est. Cost $25.08 Unrealized -4.1%
SPTL SPDR SER TR 0.0%
Value ($000) $2 Shares 78 Est. Cost $38.46 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.51 Unrealized +121.8%
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $219.07 Unrealized -71.8%
AEE AMEREN CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $63.64 Unrealized +19.7%
EVR EVERCORE INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $66.64 Unrealized +48.4%
KMX CARMAX INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $94.44 Unrealized -32.0%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.17 Unrealized
KMT KENNAMETAL INC 0.0%
Value ($000) $2 Shares 87 Est. Cost $25.27 Unrealized -11.8%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.55 Unrealized +37.3%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $284.18 Unrealized +17.6%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $2 Shares 53 Est. Cost $44.08 Unrealized
AEO AMERN EAGLE OUTFITTERS IN 0.0%
Value ($000) $2 Shares 148 Est. Cost $10.34 Unrealized +13.3%
VRSN VERISIGN INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $206.36 Unrealized -7.9%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $173.99 Unrealized +15.3%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $2 Shares 30 Est. Cost $126.46 Unrealized -44.2%
GVA GRANITE CONSTR INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $24.35 Unrealized +34.4%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $2 Shares 62 Est. Cost $26.69 Unrealized +8.7%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.74 Unrealized 0.0%
PTCT PTC THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 52 Est. Cost $46.31 Unrealized -10.2%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $2 Shares 28 Est. Cost $61.32 Unrealized +20.9%
NOW SERVICENOW INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $104.30 Unrealized -25.1%
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $44.79 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 99 Est. Cost $31.58 Unrealized -40.6%
RAMP LIVERAMP HLDGS INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $46.35 Unrealized -56.4%
TILRAY BRANDS INC 0.0%
Value ($000) $2 Shares 700 Est. Cost $18.80 Unrealized
UMPQUA HLDGS CORP 0.0%
Value ($000) $2 Shares 102 Est. Cost $20.50 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.72 Unrealized
WING WINGSTOP INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $119.51 Unrealized +23.5%
ENVESTNET INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $55.56 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $2 Shares 7 Est. Cost $202.25 Unrealized +15.3%
BLACK KNIGHT INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $65.46 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $21.65 Unrealized +15.5%
CBRE CBRE GROUP INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $58.42 Unrealized +26.4%
VIRTUS STONE HBR EMRG MKTS I 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
HEWJ ISHARES TR 0.0%
Value ($000) $2 Shares 64 Est. Cost $33.60 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.43 Unrealized +9.3%
MTN VAIL RESORTS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $236.37 Unrealized -0.7%
MASONITE INTL CORP 0.0%
Value ($000) $2 Shares 20 Est. Cost $90.91 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $58.61 Unrealized +32.3%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.64 Unrealized -9.5%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $409.30 Unrealized -20.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $134.42 Unrealized -50.9%
INTRA-CELLULAR THERAPIES INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
INSM INSMED INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $26.91 Unrealized -28.2%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $2 Shares 49 Est. Cost $29.38 Unrealized +7.0%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $38.88 Unrealized +36.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $2 Shares 10 Est. Cost $156.51 Unrealized -2.1%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.98 Unrealized -32.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $2 Shares 12 Est. Cost $90.75 Unrealized +27.5%
FRPT FRESHPET INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $127.24 Unrealized -53.2%
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $1 Shares 160 Est. Cost $17.19 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $119.87 Unrealized +16.5%
GPRO GOPRO INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $4.15 Unrealized +26.4%
BBBY OVERSTOCK COM INC DEL 0.0%
Value ($000) $1 Shares 76 Est. Cost $33.06 Unrealized -28.5%
ZTS ZOETIS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $190.28 Unrealized -24.7%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $1 Shares 139 Est. Cost $14.20 Unrealized -15.1%
PRVA PRIVIA HEALTH GROUP INC 0.0%
Value ($000) $1 Shares 63 Est. Cost $32.59 Unrealized -14.6%
LZ LEGALZOOM COM INC 0.0%
Value ($000) $1 Shares 183 Est. Cost $14.40 Unrealized -39.7%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $1 Shares 139 Est. Cost $16.94 Unrealized -41.3%
PROTERRA INC 0.0%
Value ($000) $1 Shares 376 Est. Cost $15.01 Unrealized
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 76 Est. Cost $23.36 Unrealized
NIO NIO INC 0.0%
Value ($000) $1 Shares 144 Est. Cost $38.29 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $266.40 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $62.01 Unrealized -52.6%
VIRGIN GALACTIC HOLDINGS INC 0.0%
Value ($000) $1 Shares 400 Est. Cost $30.00 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $51.09 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $36.21 Unrealized -32.5%
ALTERYX INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $85.51 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $255.58 Unrealized +31.0%
IT GARTNER INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $280.37 Unrealized +15.1%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $1 Shares 62 Est. Cost $21.27 Unrealized -3.6%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1 Shares 130 Est. Cost $19.18 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
CERT CERTARA INC 0.0%
Value ($000) $1 Shares 79 Est. Cost $34.24 Unrealized -57.6%
FRSH FRESHWORKS INC 0.0%
Value ($000) $1 Shares 88 Est. Cost $20.34 Unrealized -31.9%
INARI MED INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $107.14 Unrealized
BRIDGE INVT GROUP HLDGS INC 0.0%
Value ($000) $1 Shares 103 Est. Cost $16.67 Unrealized
HOSTESS BRANDS INC 0.0%
Value ($000) $1 Shares 55 Est. Cost $12.00 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $388.17 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $259.62 Unrealized -79.7%
WOOF PETCO HEALTH & WELLNESS CO I 0.0%
Value ($000) $1 Shares 127 Est. Cost $23.74 Unrealized -56.8%
RUN SUNRUN INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $26.69 Unrealized 0.0%
PAY PAYMENTUS HOLDINGS INC 0.0%
Value ($000) $1 Shares 144 Est. Cost $25.45 Unrealized -61.5%
SONO SONOS INC 0.0%
Value ($000) $1 Shares 69 Est. Cost $16.28 Unrealized 0.0%
OMER OMEROS CORP 0.0%
Value ($000) $1 Shares 511 Est. Cost $11.47 Unrealized -75.9%
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $1 Shares 85 Est. Cost $24.63 Unrealized
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.84 Unrealized 0.0%
IYW ISHARES TR 0.0%
Value ($000) $1 Shares 15 Est. Cost $111.11 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $42.39 Unrealized -82.5%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 39 Est. Cost $34.15 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $142.41 Unrealized +20.9%
VTRS VIATRIS INC 0.0%
Value ($000) $1 Shares 93 Est. Cost $13.33 Unrealized -32.1%
PTLO PORTILLOS INC 0.0%
Value ($000) $1 Shares 62 Est. Cost $36.36 Unrealized -44.9%