BELLEVUE ASSET MANAGEMENT, LLC Diversified Active

CIK: 0001801619 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 25, 2023

Total Value ($000): $148,848 (100.0% shares, 0.0% debt)

Holdings (453)

MSFT MICROSOFT CORP 31.2%
Value ($000) $46,416 Shares 147,002 Est. Cost $208.37 Unrealized +55.8%
FVD FIRST TR VALUE LINE DIVID IN 8.6%
Value ($000) $12,819 Shares 342,835 Est. Cost $39.60 Unrealized
AAPL APPLE INC 6.9%
Value ($000) $10,266 Shares 59,962 Est. Cost $95.17 Unrealized +90.5%
SBUX STARBUCKS CORP 4.5%
Value ($000) $6,644 Shares 72,796 Est. Cost $74.48 Unrealized +24.1%
LMBS FIRST TR EXCHANGE- TRADED FD 4.0%
Value ($000) $5,900 Shares 124,894 Est. Cost $49.79 Unrealized
JPUS JP MORGAN EXCHANGE TRADED F 3.4%
Value ($000) $5,098 Shares 54,281 Est. Cost $82.33 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 3.1%
Value ($000) $4,560 Shares 49,602 Est. Cost $81.20 Unrealized
QLV FLEXSHARES TR 2.9%
Value ($000) $4,247 Shares 82,439 Est. Cost $45.36 Unrealized
COST COSTCO WHSL CORP NEW 2.7%
Value ($000) $4,021 Shares 7,117 Est. Cost $271.59 Unrealized +96.0%
RDVY FIRST TR EXCHANGE-TRADED FD 2.6%
Value ($000) $3,871 Shares 84,242 Est. Cost $48.79 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.9%
Value ($000) $2,894 Shares 48,698 Est. Cost $59.12 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $2,604 Shares 20,481 Est. Cost $123.38 Unrealized +8.6%
VGT VANGUARD WORLD FDS 1.7%
Value ($000) $2,534 Shares 6,108 Est. Cost $244.84 Unrealized
JPIN JP MORGAN EXCHANGE TRADED F 1.7%
Value ($000) $2,511 Shares 49,665 Est. Cost $56.24 Unrealized
AMGN AMGEN INC 0.9%
Value ($000) $1,359 Shares 5,055 Est. Cost $182.69 Unrealized +26.9%
ABT ABBOTT LABS 0.9%
Value ($000) $1,300 Shares 13,422 Est. Cost $90.62 Unrealized +10.8%
ADBE ADOBE INC 0.9%
Value ($000) $1,268 Shares 2,486 Est. Cost $294.23 Unrealized +78.3%
GOOGL ALPHABET INC 0.8%
Value ($000) $1,252 Shares 9,655 Est. Cost $107.77 Unrealized +19.1%
GOOG ALPHABET INC 0.7%
Value ($000) $1,081 Shares 8,220 Est. Cost $108.49 Unrealized +19.0%
VCR VANGUARD WORLD FDS 0.7%
Value ($000) $1,076 Shares 3,993 Est. Cost $189.51 Unrealized
VHT VANGUARD WORLD FDS 0.6%
Value ($000) $898 Shares 3,818 Est. Cost $191.76 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $840 Shares 23,632 Est. Cost $48.92 Unrealized -30.1%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $798 Shares 5,500 Est. Cost $100.90 Unrealized +41.0%
CSCO CISCO SYS INC 0.5%
Value ($000) $767 Shares 14,276 Est. Cost $38.19 Unrealized +31.7%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $741 Shares 1,734 Est. Cost $355.67 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $713 Shares 10,071 Est. Cost $58.68 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $706 Shares 2,823 Est. Cost $221.47 Unrealized +16.0%
FNDB SCHWAB STRATEGIC TR 0.4%
Value ($000) $639 Shares 11,590 Est. Cost $42.14 Unrealized
WRB BERKLEY W R CORP 0.4%
Value ($000) $571 Shares 9,000 Est. Cost $29.62 Unrealized +30.7%
V VISA INC 0.4%
Value ($000) $538 Shares 2,339 Est. Cost $177.09 Unrealized +33.4%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $526 Shares 9,067 Est. Cost $45.35 Unrealized +19.8%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $516 Shares 2,430 Est. Cost $168.79 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $467 Shares 1,545 Est. Cost $194.69 Unrealized +55.6%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $451 Shares 5,200 Est. Cost $135.51 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $440 Shares 3,014 Est. Cost $105.71 Unrealized +36.3%
DVY ISHARES TR 0.3%
Value ($000) $392 Shares 3,637 Est. Cost $105.81 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $344 Shares 2,029 Est. Cost $115.38 Unrealized +44.9%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $330 Shares 12,200 Est. Cost $44.70 Unrealized -30.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $325 Shares 927 Est. Cost $212.55 Unrealized +66.9%
NKE NIKE INC 0.2%
Value ($000) $320 Shares 3,347 Est. Cost $88.07 Unrealized +11.6%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $320 Shares 20,000 Est. Cost $21.58 Unrealized -26.2%
LAM RESEARCH CORP 0.2%
Value ($000) $313 Shares 499 Est. Cost $291.67 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $292 Shares 5,079 Est. Cost $45.14 Unrealized
IYF ISHARES TR 0.2%
Value ($000) $289 Shares 3,870 Est. Cost $110.72 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $278 Shares 5,500 Est. Cost $65.19 Unrealized
BA BOEING CO 0.2%
Value ($000) $265 Shares 1,384 Est. Cost $341.96 Unrealized -36.0%
PCAR PACCAR INC 0.2%
Value ($000) $263 Shares 3,096 Est. Cost $44.64 Unrealized +71.8%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $255 Shares 1,636 Est. Cost $114.29 Unrealized +34.1%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $250 Shares 5,632 Est. Cost $37.82 Unrealized +9.7%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $243 Shares 1,558 Est. Cost $126.21 Unrealized +20.1%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $225 Shares 8,221 Est. Cost $27.70 Unrealized +0.4%
DIS DISNEY WALT CO 0.1%
Value ($000) $218 Shares 2,689 Est. Cost $134.67 Unrealized -38.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $214 Shares 2,306 Est. Cost $59.98 Unrealized +43.7%
FDX FEDEX CORP 0.1%
Value ($000) $212 Shares 801 Est. Cost $138.68 Unrealized +77.9%
KLAC KLA CORP 0.1%
Value ($000) $209 Shares 454 Est. Cost $157.00 Unrealized +199.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $208 Shares 1,232 Est. Cost $88.59 Unrealized +64.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $197 Shares 2,837 Est. Cost $45.94 Unrealized +46.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $190 Shares 1,839 Est. Cost $95.50 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $179 Shares 1,691 Est. Cost $50.17 Unrealized +124.8%
KO COCA COLA CO 0.1%
Value ($000) $179 Shares 3,196 Est. Cost $45.26 Unrealized +23.1%
FISV FISERV INC 0.1%
Value ($000) $174 Shares 1,540 Est. Cost $110.41 Unrealized +11.5%
TSBK TIMBERLAND BANCORP INC 0.1%
Value ($000) $173 Shares 6,400 Est. Cost $24.54 Unrealized +6.8%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $173 Shares 2,871 Est. Cost $50.28 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $159 Shares 3,792 Est. Cost $28.94 Unrealized +25.9%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $159 Shares 4,198 Est. Cost $31.59 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $158 Shares 636 Est. Cost $122.98 Unrealized +79.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $153 Shares 351 Est. Cost $17.81 Unrealized +151.4%
DE DEERE & CO 0.1%
Value ($000) $151 Shares 400 Est. Cost $145.71 Unrealized +173.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $148 Shares 1,336 Est. Cost $83.06 Unrealized +32.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $139 Shares 350 Est. Cost $278.68 Unrealized +42.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $137 Shares 520 Est. Cost $175.63 Unrealized +53.5%
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $134 Shares 3,994 Est. Cost $32.51 Unrealized
DINT DAVIS FUNDAMENTAL ETF TR 0.1%
Value ($000) $133 Shares 7,429 Est. Cost $18.17 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $133 Shares 351 Est. Cost $30.70 Unrealized +38.1%
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $130 Shares 1,628 Est. Cost $68.51 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $129 Shares 2,721 Est. Cost $25.45 Unrealized
VMWARE INC 0.1%
Value ($000) $123 Shares 736 Est. Cost $143.63 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $122 Shares 1,914 Est. Cost $42.97 Unrealized +50.2%
AIVL WISDOMTREE TR 0.1%
Value ($000) $121 Shares 1,365 Est. Cost $92.36 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $114 Shares 938 Est. Cost $121.22 Unrealized 0.0%
PTF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $109 Shares 2,478 Est. Cost $55.06 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $107 Shares 200 Est. Cost $107.55 Unrealized +371.2%
PFE PFIZER INC 0.1%
Value ($000) $107 Shares 3,213 Est. Cost $27.08 Unrealized +12.9%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $104 Shares 2,732 Est. Cost $36.46 Unrealized -0.8%
ETF SER SOLUTIONS 0.1%
Value ($000) $102 Shares 4,308 Est. Cost $23.61 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $102 Shares 620 Est. Cost $93.63 Unrealized
NOK NOKIA CORP 0.1%
Value ($000) $101 Shares 27,047 Est. Cost $3.44 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $101 Shares 484 Est. Cost $101.61 Unrealized +111.5%
LRGF ISHARES TR 0.1%
Value ($000) $96 Shares 2,217 Est. Cost $35.07 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $93 Shares 600 Est. Cost $124.29 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $93 Shares 2,872 Est. Cost $40.66 Unrealized -28.7%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $91 Shares 654 Est. Cost $53.00 Unrealized +164.9%
HSY HERSHEY CO 0.1%
Value ($000) $90 Shares 450 Est. Cost $128.44 Unrealized +62.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $87 Shares 900 Est. Cost $62.82 Unrealized +45.1%
ITA ISHARES TR 0.1%
Value ($000) $85 Shares 802 Est. Cost $157.25 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $82 Shares 288 Est. Cost $169.40 Unrealized +61.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $81 Shares 1,066 Est. Cost $87.09 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $80 Shares 261 Est. Cost $178.42 Unrealized +70.6%
IVV ISHARES TR 0.1%
Value ($000) $79 Shares 185 Est. Cost $322.73 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $79 Shares 1,432 Est. Cost $17.13 Unrealized +211.9%
MAS MASCO CORP 0.1%
Value ($000) $77 Shares 1,443 Est. Cost $41.05 Unrealized +34.7%
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $76 Shares 6,924 Est. Cost $15.02 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $76 Shares 746 Est. Cost $68.45 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $74 Shares 248 Est. Cost $225.33 Unrealized +32.8%
MINT PIMCO ETF TR 0.0%
Value ($000) $74 Shares 735 Est. Cost $102.04 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $73 Shares 359 Est. Cost $151.23 Unrealized +36.3%
PSA PUBLIC STORAGE 0.0%
Value ($000) $72 Shares 275 Est. Cost $170.95 Unrealized +48.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $72 Shares 650 Est. Cost $85.74 Unrealized +29.7%
BMVP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $71 Shares 1,920 Est. Cost $57.63 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $67 Shares 1,037 Est. Cost $48.88 Unrealized +30.5%
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $67 Shares 525 Est. Cost $142.22 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $65 Shares 375 Est. Cost $177.58 Unrealized -1.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $64 Shares 2,080 Est. Cost $23.11 Unrealized +32.5%
MRK MERCK & CO INC 0.0%
Value ($000) $64 Shares 619 Est. Cost $67.55 Unrealized +47.8%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $63 Shares 3,087 Est. Cost $28.83 Unrealized -37.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $62 Shares 122 Est. Cost $237.90 Unrealized +97.5%
PFI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $61 Shares 1,472 Est. Cost $38.74 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $61 Shares 1,550 Est. Cost $43.69 Unrealized
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $60 Shares 350 Est. Cost $133.33 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $58 Shares 1,171 Est. Cost $54.71 Unrealized -8.3%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $58 Shares 10,585 Est. Cost $28.54 Unrealized -76.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $58 Shares 716 Est. Cost $40.97 Unrealized +100.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $57 Shares 475 Est. Cost $110.03 Unrealized +7.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $57 Shares 760 Est. Cost $53.65 Unrealized +31.7%
NORDSTROM INC 0.0%
Value ($000) $57 Shares 3,800 Est. Cost $39.49 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $57 Shares 321 Est. Cost $183.66 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $57 Shares 175 Est. Cost $186.36 Unrealized +69.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $56 Shares 804 Est. Cost $56.62 Unrealized +14.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $56 Shares 137 Est. Cost $323.71 Unrealized +28.2%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $56 Shares 2,876 Est. Cost $10.25 Unrealized +51.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $55 Shares 624 Est. Cost $72.59 Unrealized +15.1%
COHEN & STEERS INFRASTRUCTUR 0.0%
Value ($000) $53 Shares 2,726 Est. Cost $26.06 Unrealized
T AT&T INC 0.0%
Value ($000) $53 Shares 3,547 Est. Cost $18.37 Unrealized -29.5%
JHML JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $52 Shares 983 Est. Cost $41.54 Unrealized
DGRO ISHARES TR 0.0%
Value ($000) $52 Shares 1,050 Est. Cost $45.89 Unrealized
JEPQ JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $52 Shares 1,100 Est. Cost $40.42 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $50 Shares 1,065 Est. Cost $39.49 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $50 Shares 391 Est. Cost $102.21 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $50 Shares 700 Est. Cost $60.05 Unrealized +18.0%
SCHG SCHWAB STRATEGIC TR 0.0%
Value ($000) $50 Shares 684 Est. Cost $83.89 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $49 Shares 97 Est. Cost $298.40 Unrealized +77.2%
VOO VANGARD INDEX FDS 0.0%
Value ($000) $49 Shares 125 Est. Cost $332.39 Unrealized
PTH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $49 Shares 1,452 Est. Cost $54.39 Unrealized
PSL INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $48 Shares 580 Est. Cost $73.95 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $48 Shares 420 Est. Cost $69.56 Unrealized +65.9%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $48 Shares 765 Est. Cost $47.96 Unrealized +37.4%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $47 Shares 57 Est. Cost $479.29 Unrealized +63.1%
ARW ARROW ELECTRS INC 0.0%
Value ($000) $47 Shares 372 Est. Cost $79.53 Unrealized +67.6%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $46 Shares 235 Est. Cost $165.56 Unrealized +23.8%
OKE ONEOK INC NEW 0.0%
Value ($000) $46 Shares 726 Est. Cost $43.62 Unrealized +32.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $46 Shares 390 Est. Cost $52.07 Unrealized +94.0%
GNW GENWORTH FINL INC 0.0%
Value ($000) $46 Shares 7,819 Est. Cost $3.83 Unrealized +50.9%
TGT TARGET CORP 0.0%
Value ($000) $45 Shares 405 Est. Cost $102.66 Unrealized +13.4%
WAFD WAFD INC 0.0%
Value ($000) $44 Shares 1,735 Est. Cost $26.14 Unrealized -2.5%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 162 Est. Cost $181.25 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $44 Shares 119 Est. Cost $322.30 Unrealized +14.5%
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $44 Shares 2,759 Est. Cost $19.86 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $44 Shares 205 Est. Cost $200.00 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.0%
Value ($000) $44 Shares 3,000 Est. Cost $18.69 Unrealized -23.0%
DEO DIAGEO PLC 0.0%
Value ($000) $44 Shares 292 Est. Cost $167.55 Unrealized
PXF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $43 Shares 978 Est. Cost $42.62 Unrealized
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $41 Shares 400 Est. Cost $115.73 Unrealized -5.4%
MDIV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $39 Shares 2,693 Est. Cost $18.55 Unrealized
KARS KRANESHARES TR 0.0%
Value ($000) $38 Shares 1,394 Est. Cost $23.83 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $38 Shares 1,159 Est. Cost $40.77 Unrealized -20.3%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $38 Shares 1,382 Est. Cost $27.71 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $37 Shares 150 Est. Cost $205.00 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $37 Shares 375 Est. Cost $98.67 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $37 Shares 233 Est. Cost $103.75 Unrealized +53.1%
HYS PIMCO ETF TR 0.0%
Value ($000) $35 Shares 390 Est. Cost $100.00 Unrealized
TXT TEXTRON INC 0.0%
Value ($000) $35 Shares 447 Est. Cost $45.95 Unrealized +61.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $34 Shares 298 Est. Cost $70.68 Unrealized +58.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $34 Shares 124 Est. Cost $123.39 Unrealized +111.9%
GSK GSK PLC 0.0%
Value ($000) $34 Shares 932 Est. Cost $30.04 Unrealized
DDWM WISDOMTREE TR 0.0%
Value ($000) $34 Shares 1,105 Est. Cost $30.41 Unrealized
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $34 Shares 870 Est. Cost $38.73 Unrealized -3.5%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.00 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $33 Shares 75 Est. Cost $315.85 Unrealized +33.5%
LNTH LANTHEUS HLDGS INC 0.0%
Value ($000) $33 Shares 475 Est. Cost $26.12 Unrealized +180.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $33 Shares 931 Est. Cost $33.30 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $32 Shares 505 Est. Cost $34.14 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $31 Shares 223 Est. Cost $104.19 Unrealized +34.7%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $31 Shares 1,696 Est. Cost $19.10 Unrealized -1.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $30 Shares 552 Est. Cost $27.29 Unrealized
COR CENCORA INC 0.0%
Value ($000) $30 Shares 166 Est. Cost $71.20 Unrealized +154.2%
XAR SPDR SER TR 0.0%
Value ($000) $30 Shares 265 Est. Cost $110.32 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $30 Shares 215 Est. Cost $120.43 Unrealized
PYZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $30 Shares 377 Est. Cost $62.71 Unrealized
DIVO AMPLIFY ETF TR 0.0%
Value ($000) $28 Shares 814 Est. Cost $36.25 Unrealized
PID INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $28 Shares 1,690 Est. Cost $17.01 Unrealized
CSX CSX CORP 0.0%
Value ($000) $28 Shares 900 Est. Cost $27.90 Unrealized +9.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $28 Shares 526 Est. Cost $55.54 Unrealized +2.9%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $27 Shares 623 Est. Cost $38.75 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $27 Shares 100 Est. Cost $220.00 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $27 Shares 142 Est. Cost $164.29 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $27 Shares 891 Est. Cost $37.27 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $26 Shares 515 Est. Cost $43.72 Unrealized
DOW DOW INC 0.0%
Value ($000) $26 Shares 502 Est. Cost $36.70 Unrealized +26.2%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $25 Shares 186 Est. Cost $100.68 Unrealized +4.9%
VTR VENTAS INC 0.0%
Value ($000) $25 Shares 600 Est. Cost $48.69 Unrealized -14.7%
NDAQ NASDAQ INC 0.0%
Value ($000) $24 Shares 504 Est. Cost $47.77 Unrealized +2.6%
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $24 Shares 922 Est. Cost $25.47 Unrealized
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $24 Shares 2,390 Est. Cost $15.42 Unrealized
PEZ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $24 Shares 369 Est. Cost $53.52 Unrealized
FDD FIRST TR STOXX EUROPEAN SELE 0.0%
Value ($000) $24 Shares 2,189 Est. Cost $13.98 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $24 Shares 414 Est. Cost $46.02 Unrealized +23.3%
FAST FASTENAL CO 0.0%
Value ($000) $24 Shares 431 Est. Cost $15.39 Unrealized +74.2%
IWD ISHARES TR 0.0%
Value ($000) $23 Shares 150 Est. Cost $135.00 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $23 Shares 672 Est. Cost $22.72 Unrealized +34.2%
IPGP IPG PHOTONICS CORP 0.0%
Value ($000) $22 Shares 220 Est. Cost $89.69 Unrealized +25.8%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 324 Est. Cost $62.22 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $22 Shares 138 Est. Cost $123.19 Unrealized
HNDL STRATEGY SHS 0.0%
Value ($000) $22 Shares 1,147 Est. Cost $24.41 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $21 Shares 383 Est. Cost $42.67 Unrealized
PUI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $21 Shares 715 Est. Cost $34.04 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $21 Shares 200 Est. Cost $95.00 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value ($000) $20 Shares 1,820 Est. Cost $16.71 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $20 Shares 1,430 Est. Cost $18.88 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value ($000) $20 Shares 453 Est. Cost $54.25 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $20 Shares 483 Est. Cost $39.51 Unrealized +3.0%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 192 Est. Cost $83.33 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $19 Shares 280 Est. Cost $71.97 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $19 Shares 322 Est. Cost $64.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19 Shares 480 Est. Cost $41.65 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $18 Shares 260 Est. Cost $318.19 Unrealized -78.2%
WESTERN ASSET GBL HIGH INC F 0.0%
Value ($000) $18 Shares 2,708 Est. Cost $8.43 Unrealized
WESTERN ASSET EMERGING MKTS 0.0%
Value ($000) $18 Shares 2,114 Est. Cost $11.82 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $17 Shares 705 Est. Cost $36.41 Unrealized -35.9%
BHP BHP GROUP LTD 0.0%
Value ($000) $17 Shares 297 Est. Cost $63.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $17 Shares 120 Est. Cost $102.98 Unrealized +27.9%
FG F&G ANNUITIES & LIFE INC 0.0%
Value ($000) $17 Shares 600 Est. Cost $18.69 Unrealized +36.7%
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $16 Shares 403 Est. Cost $47.28 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $16 Shares 286 Est. Cost $37.84 Unrealized +54.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $15 Shares 125 Est. Cost $86.62 Unrealized +49.9%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $15 Shares 363 Est. Cost $52.24 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $15 Shares 200 Est. Cost $85.00 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $15 Shares 200 Est. Cost $94.53 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $14 Shares 1,047 Est. Cost $20.33 Unrealized -18.5%
CRM SALESFORCE INC 0.0%
Value ($000) $14 Shares 70 Est. Cost $166.51 Unrealized +28.2%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $14 Shares 300 Est. Cost $40.69 Unrealized -22.8%
WELL WELLTOWER INC 0.0%
Value ($000) $14 Shares 164 Est. Cost $64.94 Unrealized +20.3%
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 150 Est. Cost $97.73 Unrealized
IVOO VANGARD ADMIRAL FDS INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $95.67 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $12 Shares 104 Est. Cost $49.44 Unrealized +118.2%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $12 Shares 501 Est. Cost $21.85 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $12 Shares 325 Est. Cost $49.75 Unrealized -19.3%
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $12 Shares 150 Est. Cost $73.33 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $12 Shares 205 Est. Cost $67.32 Unrealized -4.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $12 Shares 352 Est. Cost $24.85 Unrealized +22.3%
BP BP PLC 0.0%
Value ($000) $12 Shares 300 Est. Cost $27.23 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $12 Shares 568 Est. Cost $18.75 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $12 Shares 150 Est. Cost $61.58 Unrealized +22.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $11 Shares 256 Est. Cost $62.60 Unrealized -29.7%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $11 Shares 433 Est. Cost $29.42 Unrealized -16.8%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $10 Shares 110 Est. Cost $92.08 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $10 Shares 822 Est. Cost $10.34 Unrealized +7.3%
EFA ISHARES TR 0.0%
Value ($000) $10 Shares 147 Est. Cost $69.53 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $10 Shares 923 Est. Cost $18.55 Unrealized -32.7%
BUG GLOBAL X FDS 0.0%
Value ($000) $10 Shares 397 Est. Cost $27.24 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $9 Shares 100 Est. Cost $39.81 Unrealized +147.2%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $9 Shares 164 Est. Cost $53.39 Unrealized
MMM 3M CO 0.0%
Value ($000) $9 Shares 93 Est. Cost $110.99 Unrealized -28.3%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $9 Shares 52 Est. Cost $246.73 Unrealized -32.1%
GRID FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $8 Shares 90 Est. Cost $88.89 Unrealized
TIP ISHARES TR 0.0%
Value ($000) $8 Shares 80 Est. Cost $116.67 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.78 Unrealized +3.5%
JHPI JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $8 Shares 391 Est. Cost $23.02 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $7 Shares 100 Est. Cost $90.00 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $7 Shares 125 Est. Cost $52.57 Unrealized +25.9%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $7 Shares 75 Est. Cost $67.37 Unrealized +25.1%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $7 Shares 140 Est. Cost $65.17 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $7 Shares 92 Est. Cost $44.01 Unrealized +29.3%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $7 Shares 44 Est. Cost $170.66 Unrealized -10.8%
PXI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $7 Shares 144 Est. Cost $28.04 Unrealized
GLW CORNING INC 0.0%
Value ($000) $7 Shares 216 Est. Cost $24.68 Unrealized +24.4%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 72 Est. Cost $55.56 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $6 Shares 202 Est. Cost $27.50 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value ($000) $6 Shares 148 Est. Cost $55.42 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $6 Shares 104 Est. Cost $25.31 Unrealized +115.0%
BANR BANNER CORP 0.0%
Value ($000) $6 Shares 142 Est. Cost $43.71 Unrealized -6.4%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $6 Shares 7 Est. Cost $419.69 Unrealized +78.7%
EWY ISHARES INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
DISH NETWORK CORPORATION 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $35.34 Unrealized
CPRT COPART INC 0.0%
Value ($000) $6 Shares 134 Est. Cost $35.43 Unrealized +25.5%
GLD SPDR GOLD TR 0.0%
Value ($000) $6 Shares 33 Est. Cost $152.68 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $6 Shares 210 Est. Cost $44.16 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 6 Est. Cost $31.01 Unrealized +102.3%
MET METLIFE INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $45.51 Unrealized +27.5%
TER TERADYNE INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $138.21 Unrealized -24.5%
BN BROOKFIELD CORP 0.0%
Value ($000) $5 Shares 162 Est. Cost $21.85 Unrealized +1.4%
BWXT BWX TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 65 Est. Cost $54.63 Unrealized +29.5%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $5 Shares 38 Est. Cost $40.09 Unrealized +196.5%
ABBV ABBVIE INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $103.50 Unrealized +30.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $210.30 Unrealized +9.4%
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 139 Est. Cost $35.97 Unrealized
CSGP COSTAR GROUP INC 0.0%
Value ($000) $5 Shares 61 Est. Cost $85.14 Unrealized -2.7%
HEI/A HEICO CORP NEW 0.0%
Value ($000) $5 Shares 36 Est. Cost $107.43 Unrealized +25.8%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $5 Shares 59 Est. Cost $50.85 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $82.22 Unrealized -27.5%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $5 Shares 68 Est. Cost $43.48 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $5 Shares 30 Est. Cost $104.04 Unrealized +44.2%
ACA ARCOSA INC 0.0%
Value ($000) $4 Shares 60 Est. Cost $43.46 Unrealized +73.5%
FLYW FLYWIRE CORPORATION 0.0%
Value ($000) $4 Shares 131 Est. Cost $31.56 Unrealized +1.4%
GDX VANECK ETF TRUST 0.0%
Value ($000) $4 Shares 152 Est. Cost $26.69 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value ($000) $4 Shares 220 Est. Cost $14.15 Unrealized +16.5%
KKR KKR & CO INC 0.0%
Value ($000) $4 Shares 66 Est. Cost $28.62 Unrealized +108.9%
LSCC LATTICE SEMICONDUCTOR CORP 0.0%
Value ($000) $4 Shares 47 Est. Cost $29.66 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.02 Unrealized
PKOH PARK-OHIO HLDGS CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $27.40 Unrealized -34.9%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $4 Shares 54 Est. Cost $63.56 Unrealized +6.3%
AIR AAR CORP 0.0%
Value ($000) $4 Shares 66 Est. Cost $47.67 Unrealized +24.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 8 Est. Cost $380.37 Unrealized +26.9%
HLI HOULIHAN LOKEY INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $44.06 Unrealized +125.5%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $157.04 Unrealized +3.7%
RTX RTX CORPORATION 0.0%
Value ($000) $4 Shares 52 Est. Cost $54.12 Unrealized +50.1%
NTAP NETAPP INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $49.33 Unrealized +48.9%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $63.47 Unrealized -28.6%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $4 Shares 100 Est. Cost $48.02 Unrealized -11.9%
MTDR MATADOR RES CO 0.0%
Value ($000) $4 Shares 62 Est. Cost $55.77 Unrealized +4.4%
VNT VONTIER CORPORATION 0.0%
Value ($000) $4 Shares 119 Est. Cost $30.33 Unrealized +1.6%
BRBR BELLRING BRANDS INC 0.0%
Value ($000) $4 Shares 89 Est. Cost $25.08 Unrealized +52.8%
MBC MASTERBRAND INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $8.19 Unrealized +49.7%
VMC VULCAN MATLS CO 0.0%
Value ($000) $4 Shares 18 Est. Cost $136.39 Unrealized +56.7%
JEPI JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $54.12 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $4 Shares 465 Est. Cost $10.30 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $4 Shares 200 Est. Cost $27.50 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $74.58 Unrealized -11.1%
BRO BROWN & BROWN INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $49.33 Unrealized +42.4%
HAE HAEMONETICS CORP MASS 0.0%
Value ($000) $3 Shares 38 Est. Cost $83.58 Unrealized +6.8%
IAT ISHARES TR 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.79 Unrealized
MNDY MONDAY COM LTD 0.0%
Value ($000) $3 Shares 21 Est. Cost $149.94 Unrealized +12.0%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $76.19 Unrealized +11.2%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $3 Shares 51 Est. Cost $49.00 Unrealized
BEACON ROOFING SUPPLY INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $31.65 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $3 Shares 385 Est. Cost $13.93 Unrealized
SABA CAPITAL INCOME & OPRNT 0.0%
Value ($000) $3 Shares 420 Est. Cost $7.70 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $3 Shares 462 Est. Cost $19.33 Unrealized -61.1%
WING WINGSTOP INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $132.05 Unrealized +30.9%
RRR RED ROCK RESORTS INC 0.0%
Value ($000) $3 Shares 74 Est. Cost $21.29 Unrealized +112.3%
EWJ ISHARES INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
PAYCOR HCM INC 0.0%
Value ($000) $3 Shares 132 Est. Cost $34.63 Unrealized
IXP ISHARES TR 0.0%
Value ($000) $3 Shares 44 Est. Cost $62.89 Unrealized
NSPR INSPIREMD INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $6.05 Unrealized -47.2%
SITM SITIME CORP 0.0%
Value ($000) $3 Shares 26 Est. Cost $113.25 Unrealized +8.8%
UA UNDER ARMOUR INC 0.0%
Value ($000) $3 Shares 465 Est. Cost $17.51 Unrealized -60.7%
MKL MARKEL GROUP INC 0.0%
Value ($000) $3 Shares 2 Est. Cost $1138.97 Unrealized +28.5%
CB CHUBB LIMITED 0.0%
Value ($000) $3 Shares 15 Est. Cost $200.63 Unrealized -1.9%
RAMP LIVERAMP HLDGS INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $42.25 Unrealized -30.1%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $3 Shares 70 Est. Cost $31.63 Unrealized +29.3%
SMPL SIMPLY GOOD FOODS CO 0.0%
Value ($000) $3 Shares 83 Est. Cost $23.73 Unrealized +51.5%
GTLB GITLAB INC 0.0%
Value ($000) $3 Shares 63 Est. Cost $40.84 Unrealized +17.3%
ALGT ALLEGIANT TRAVEL CO 0.0%
Value ($000) $3 Shares 37 Est. Cost $118.98 Unrealized -16.3%
RBC RBC BEARINGS INC 0.0%
Value ($000) $3 Shares 12 Est. Cost $203.30 Unrealized +11.6%
NOW SERVICENOW INC 0.0%
Value ($000) $3 Shares 5 Est. Cost $104.30 Unrealized +9.4%
EVR EVERCORE INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $66.64 Unrealized +96.7%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $289.17 Unrealized +28.6%
FOUR SHIFT4 PMTS INC 0.0%
Value ($000) $3 Shares 47 Est. Cost $52.22 Unrealized +16.8%
KMX CARMAX INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $94.44 Unrealized -13.3%
TPH TRI POINTE HOMES INC 0.0%
Value ($000) $3 Shares 92 Est. Cost $16.06 Unrealized +91.1%
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $3 Shares 51 Est. Cost $40.00 Unrealized
FRSH FRESHWORKS INC 0.0%
Value ($000) $2 Shares 125 Est. Cost $18.81 Unrealized +5.7%
PRVA PRIVIA HEALTH GROUP INC 0.0%
Value ($000) $2 Shares 106 Est. Cost $29.91 Unrealized -15.0%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $2 Shares 29 Est. Cost $61.73 Unrealized +41.2%
PAY PAYMENTUS HOLDINGS INC 0.0%
Value ($000) $2 Shares 144 Est. Cost $25.45 Unrealized -47.8%
BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $2 Shares 67 Est. Cost $42.55 Unrealized
LZ LEGALZOOM COM INC 0.0%
Value ($000) $2 Shares 216 Est. Cost $13.82 Unrealized -11.2%
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $2 Shares 475 Est. Cost $8.68 Unrealized -17.4%
MASONITE INTL CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $90.88 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $395.30 Unrealized -0.7%
BOOT BOOT BARN HLDGS INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $55.11 Unrealized +63.2%
HEWJ ISHARES TR 0.0%
Value ($000) $2 Shares 64 Est. Cost $33.60 Unrealized
GVA GRANITE CONSTR INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $24.35 Unrealized +66.8%
KMT KENNAMETAL INC 0.0%
Value ($000) $2 Shares 87 Est. Cost $25.27 Unrealized -1.4%
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $2 Shares 108 Est. Cost $24.65 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $41.08 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $2 Shares 15 Est. Cost $159.98 Unrealized -10.0%
MHO M/I HOMES INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $40.83 Unrealized +126.4%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $2 Shares 139 Est. Cost $16.94 Unrealized -12.2%
IT GARTNER INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $303.19 Unrealized +15.1%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $55.17 Unrealized
INSM INSMED INC 0.0%
Value ($000) $2 Shares 81 Est. Cost $26.91 Unrealized -15.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
SPTL SPDR SER TR 0.0%
Value ($000) $2 Shares 78 Est. Cost $38.46 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $206.36 Unrealized -0.2%
LEN LENNAR CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $58.61 Unrealized +93.6%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $2 Shares 21 Est. Cost $55.84 Unrealized +83.4%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $219.47 Unrealized -3.1%
CBRE CBRE GROUP INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $62.96 Unrealized +31.7%
ACGL ARCH CAP GROUP LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $38.88 Unrealized +90.3%
FRPT FRESHPET INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $127.24 Unrealized -43.6%
SHOO MADDEN STEVEN LTD 0.0%
Value ($000) $2 Shares 62 Est. Cost $26.69 Unrealized +17.8%
IGSB ISHARES TR 0.0%
Value ($000) $2 Shares 39 Est. Cost $50.15 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $2 Shares 24 Est. Cost $58.43 Unrealized +34.7%
AEE AMEREN CORP 0.0%
Value ($000) $2 Shares 25 Est. Cost $63.64 Unrealized +18.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $21.65 Unrealized +38.0%
ADSK AUTODESK INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $173.99 Unrealized +20.8%
HOSTESS BRANDS INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $12.00 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value ($000) $2 Shares 13 Est. Cost $93.20 Unrealized +29.1%
HASHICORP INC 0.0%
Value ($000) $2 Shares 79 Est. Cost $22.82 Unrealized
VIRTUS STONE HBR EMRG MKTS I 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
PHR PHREESIA INC 0.0%
Value ($000) $2 Shares 93 Est. Cost $25.49 Unrealized +5.6%
ICSH ISHARES TR 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.29 Unrealized
JPST JP MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2 Shares 34 Est. Cost $50.12 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.19 Unrealized -8.4%
PLD PROLOGIS INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $113.01 Unrealized 0.0%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $255.58 Unrealized +70.6%
EEM ISHARES TR 0.0%
Value ($000) $2 Shares 43 Est. Cost $41.55 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $108.40 Unrealized +68.6%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $2 Shares 35 Est. Cost $43.55 Unrealized +2.7%
SONO SONOS INC 0.0%
Value ($000) $2 Shares 124 Est. Cost $16.19 Unrealized -8.4%
XYZ BLOCK INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $219.07 Unrealized -71.7%
IYW ISHARES TR 0.0%
Value ($000) $2 Shares 15 Est. Cost $111.11 Unrealized
INTRA-CELLULAR THERAPIES INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $236.37 Unrealized +0.4%
MSCI MSCI INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $510.96 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $259.62 Unrealized -67.5%
OMER OMEROS CORP 0.0%
Value ($000) $1 Shares 511 Est. Cost $11.47 Unrealized -65.0%
PTLO PORTILLOS INC 0.0%
Value ($000) $1 Shares 96 Est. Cost $30.89 Unrealized -36.8%
CERT CERTARA INC 0.0%
Value ($000) $1 Shares 101 Est. Cost $31.08 Unrealized -45.9%
ASND ASCENDIS PHARMA A/S 0.0%
Value ($000) $1 Shares 15 Est. Cost $159.72 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 22 Est. Cost $46.73 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 370 Est. Cost $16.59 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $123.76 Unrealized -4.8%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $1 Shares 630 Est. Cost $2.72 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 28 Est. Cost $51.09 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $1 Shares 200 Est. Cost $42.39 Unrealized -80.8%
INARI MED INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $107.14 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $24.50 Unrealized +110.3%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $1 Shares 139 Est. Cost $14.20 Unrealized -26.6%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $266.40 Unrealized +25.3%
STIP ISHARES TR 0.0%
Value ($000) $1 Shares 13 Est. Cost $97.54 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $1 Shares 21 Est. Cost $46.22 Unrealized +30.9%
ENVESTNET INC 0.0%
Value ($000) $1 Shares 28 Est. Cost $55.56 Unrealized
NRDY NERDY INC 0.0%
Value ($000) $1 Shares 331 Est. Cost $3.06 Unrealized +41.8%
CMRC BIGCOMMERCE HLDGS INC 0.0%
Value ($000) $1 Shares 121 Est. Cost $10.42 Unrealized 0.0%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $80.96 Unrealized +142.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $206.53 Unrealized +12.4%
LAD LITHIA MTRS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $239.48 Unrealized +27.3%
PEB PEBBLEBROOK HOTEL TR 0.0%
Value ($000) $1 Shares 85 Est. Cost $24.63 Unrealized
AEO AMERN EAGLE OUTFITTERS IN 0.0%
Value ($000) $1 Shares 69 Est. Cost $10.34 Unrealized +32.7%
DAWN DAY ONE BIOPHARMACEUTICALS I 0.0%
Value ($000) $1 Shares 93 Est. Cost $13.06 Unrealized -0.1%
TRU TRANSUNION 0.0%
Value ($000) $1 Shares 15 Est. Cost $68.22 Unrealized +13.5%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 61 Est. Cost $26.93 Unrealized -31.1%
REVANCE THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 93 Est. Cost $24.98 Unrealized
ALTERYX INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $85.51 Unrealized
AVNS AVANOS MED INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $36.21 Unrealized -37.4%
EYPT EYEPOINT PHARMACEUTICALS INC 0.0%
Value ($000) $1 Shares 126 Est. Cost $6.11 Unrealized +79.6%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $1 Shares 42 Est. Cost $33.60 Unrealized
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $1 Shares 66 Est. Cost $15.84 Unrealized +9.2%
LAW CS DISCO INC 0.0%
Value ($000) $1 Shares 151 Est. Cost $7.11 Unrealized +22.5%
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $31.11 Unrealized 0.0%