Soltis Investment Advisors LLC Diversified Active

CIK: 0001802530 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $688,579 (100.0% shares, 0.0% debt)

Holdings (237)

FCTR FIRST TR EXCHANGE-TRADED FD 6.0%
Value ($000) $41,617 Shares 1,530,588 Est. Cost $27.05 Unrealized
IJH ISHARES TR 5.6%
Value ($000) $38,670 Shares 170,933 Est. Cost $237.18 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 3.8%
Value ($000) $26,460 Shares 528,240 Est. Cost $50.70 Unrealized
SNFCA SECURITY NATL FINL CORP 3.6%
Value ($000) $24,611 Shares 2,909,130 Est. Cost $4.76 Unrealized +60.2%
RC READY CAPITAL CORP 3.5%
Value ($000) $23,905 Shares 2,005,425 Est. Cost $11.92 Unrealized
TIP ISHARES TR 3.4%
Value ($000) $23,499 Shares 206,294 Est. Cost $122.44 Unrealized
SCHD SCHWAB STRATEGIC TR 2.7%
Value ($000) $18,826 Shares 262,820 Est. Cost $71.00 Unrealized
ALTL PACER FDS TR 2.5%
Value ($000) $17,410 Shares 425,349 Est. Cost $27.95 Unrealized
UJAN INNOVATOR ETFS TR 2.5%
Value ($000) $17,059 Shares 585,815 Est. Cost $30.89 Unrealized
IVV ISHARES TR 2.3%
Value ($000) $16,156 Shares 42,611 Est. Cost $345.37 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $12,509 Shares 91,494 Est. Cost $114.58 Unrealized +29.7%
DON WISDOMTREE TR 1.7%
Value ($000) $11,595 Shares 297,466 Est. Cost $38.33 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $11,440 Shares 44,545 Est. Cost $204.90 Unrealized +28.6%
STIP ISHARES TR 1.6%
Value ($000) $10,682 Shares 105,313 Est. Cost $103.62 Unrealized
VTIP VANGUARD MALVERN FDS 1.4%
Value ($000) $9,968 Shares 198,882 Est. Cost $50.12 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $8,925 Shares 23,658 Est. Cost $363.60 Unrealized
SCHF SCHWAB STRATEGIC TR 1.3%
Value ($000) $8,868 Shares 281,968 Est. Cost $37.43 Unrealized
SCHO SCHWAB STRATEGIC TR 1.3%
Value ($000) $8,772 Shares 178,338 Est. Cost $49.19 Unrealized
USEP INNOVATOR ETFS TR 1.2%
Value ($000) $8,388 Shares 316,816 Est. Cost $27.86 Unrealized
TSLA TESLA INC 1.0%
Value ($000) $7,130 Shares 10,587 Est. Cost $249.26 Unrealized +9.5%
GBCI GLACIER BANCORP INC NEW 1.0%
Value ($000) $6,920 Shares 145,933 Est. Cost $49.57 Unrealized -15.7%
IJR ISHARES TR 1.0%
Value ($000) $6,803 Shares 73,617 Est. Cost $91.40 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $6,725 Shares 161,465 Est. Cost $48.52 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $6,685 Shares 127,500 Est. Cost $34.43 Unrealized +22.0%
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $5,921 Shares 64,983 Est. Cost $99.24 Unrealized
SUB ISHARES TR 0.9%
Value ($000) $5,917 Shares 56,530 Est. Cost $107.35 Unrealized
TAIL CAMBRIA ETF TR 0.8%
Value ($000) $5,684 Shares 323,307 Est. Cost $18.72 Unrealized
MINT PIMCO ETF TR 0.8%
Value ($000) $5,560 Shares 56,097 Est. Cost $101.62 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $5,463 Shares 58,961 Est. Cost $74.61 Unrealized +15.1%
AMZN AMAZON COM INC 0.7%
Value ($000) $4,800 Shares 45,190 Est. Cost $125.25 Unrealized -0.1%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $4,788 Shares 33,908 Est. Cost $106.16 Unrealized +10.7%
VCSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $4,727 Shares 61,983 Est. Cost $81.16 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $4,628 Shares 33,670 Est. Cost $139.66 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.7%
Value ($000) $4,488 Shares 96,446 Est. Cost $52.16 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $4,263 Shares 24,017 Est. Cost $132.60 Unrealized +20.6%
FREL FIDELITY COVINGTON TRUST 0.6%
Value ($000) $4,229 Shares 155,690 Est. Cost $29.80 Unrealized
APAM ARTISAN PARTNERS ASSET MGMT 0.6%
Value ($000) $4,201 Shares 118,093 Est. Cost $30.15 Unrealized -11.5%
KO COCA COLA CO 0.6%
Value ($000) $4,014 Shares 63,802 Est. Cost $46.44 Unrealized +22.2%
PSEP INNOVATOR ETFS TR 0.6%
Value ($000) $3,925 Shares 139,602 Est. Cost $30.03 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $3,851 Shares 51,038 Est. Cost $52.90 Unrealized +16.9%
IXUS ISHARES TR 0.6%
Value ($000) $3,837 Shares 67,272 Est. Cost $62.33 Unrealized
IJJ ISHARES TR 0.5%
Value ($000) $3,772 Shares 39,950 Est. Cost $103.32 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $3,770 Shares 37,078 Est. Cost $113.59 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $3,735 Shares 40,970 Est. Cost $70.11 Unrealized +13.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $3,712 Shares 25,641 Est. Cost $85.74 Unrealized +66.4%
JMST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $3,668 Shares 72,411 Est. Cost $50.65 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $3,556 Shares 31,579 Est. Cost $112.17 Unrealized +0.8%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $3,551 Shares 33,121 Est. Cost $81.91 Unrealized +16.4%
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $3,514 Shares 46,690 Est. Cost $84.31 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.5%
Value ($000) $3,440 Shares 76,235 Est. Cost $46.00 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $3,417 Shares 23,765 Est. Cost $122.71 Unrealized +11.9%
ENB ENBRIDGE INC 0.5%
Value ($000) $3,401 Shares 80,468 Est. Cost $26.41 Unrealized +33.5%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $3,369 Shares 14,009 Est. Cost $234.53 Unrealized -5.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $3,364 Shares 7,823 Est. Cost $336.47 Unrealized +18.3%
TLT ISHARES TR 0.5%
Value ($000) $3,345 Shares 29,116 Est. Cost $116.55 Unrealized
D DOMINION ENERGY INC 0.5%
Value ($000) $3,315 Shares 41,541 Est. Cost $64.22 Unrealized +8.0%
ITOT ISHARES TR 0.5%
Value ($000) $3,263 Shares 38,947 Est. Cost $73.34 Unrealized
KELLOGG CO 0.5%
Value ($000) $3,259 Shares 45,687 Est. Cost $51.46 Unrealized +11.4%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $3,254 Shares 14,706 Est. Cost $156.57 Unrealized +36.3%
IEFA ISHARES TR 0.5%
Value ($000) $3,192 Shares 54,242 Est. Cost $65.48 Unrealized
IVW ISHARES TR 0.4%
Value ($000) $3,072 Shares 50,910 Est. Cost $81.56 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.4%
Value ($000) $3,065 Shares 50,526 Est. Cost $60.77 Unrealized
MMM 3M CO 0.4%
Value ($000) $3,046 Shares 23,534 Est. Cost $117.92 Unrealized -10.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,924 Shares 10,710 Est. Cost $244.76 Unrealized +28.2%
FSTA FIDELITY COVINGTON TRUST 0.4%
Value ($000) $2,850 Shares 65,869 Est. Cost $45.63 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $2,845 Shares 61,857 Est. Cost $55.44 Unrealized -21.1%
COP CONOCOPHILLIPS 0.4%
Value ($000) $2,824 Shares 31,445 Est. Cost $60.96 Unrealized +47.5%
CB CHUBB LIMITED 0.4%
Value ($000) $2,805 Shares 14,267 Est. Cost $196.27 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $2,797 Shares 29,462 Est. Cost $73.70 Unrealized +26.5%
GLPI GAMING & LEISURE PPTYS INC 0.4%
Value ($000) $2,731 Shares 59,547 Est. Cost $46.55 Unrealized
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $2,709 Shares 7,811 Est. Cost $328.96 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $2,699 Shares 17,621 Est. Cost $79.07 Unrealized +69.6%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $2,341 Shares 7,421 Est. Cost $335.84 Unrealized +0.4%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $2,330 Shares 4,289 Est. Cost $483.00 Unrealized +12.8%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,309 Shares 12,241 Est. Cost $185.65 Unrealized
IJS ISHARES TR 0.3%
Value ($000) $2,269 Shares 25,486 Est. Cost $106.69 Unrealized
COMT ISHARES U S ETF TR 0.3%
Value ($000) $2,254 Shares 55,051 Est. Cost $39.05 Unrealized
GPC GENUINE PARTS CO 0.3%
Value ($000) $2,196 Shares 16,510 Est. Cost $85.74 Unrealized +40.3%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,165 Shares 11,859 Est. Cost $118.74 Unrealized +29.2%
IJT ISHARES TR 0.3%
Value ($000) $2,065 Shares 19,607 Est. Cost $134.77 Unrealized
RIO RIO TINTO PLC 0.3%
Value ($000) $2,051 Shares 33,629 Est. Cost $73.47 Unrealized
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $2,046 Shares 37,131 Est. Cost $45.42 Unrealized +20.3%
HBAN HUNTINGTON BANCSHARES INC 0.3%
Value ($000) $2,046 Shares 170,089 Est. Cost $12.22 Unrealized -8.4%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $2,025 Shares 7,188 Est. Cost $239.19 Unrealized +11.9%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $2,006 Shares 7,156 Est. Cost $280.32 Unrealized
LOVE LOVESAC COMPANY 0.3%
Value ($000) $2,005 Shares 72,895 Est. Cost $28.43 Unrealized +36.7%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,995 Shares 115,795 Est. Cost $18.77 Unrealized
MCK MCKESSON CORP 0.3%
Value ($000) $1,979 Shares 6,066 Est. Cost $266.57 Unrealized +17.8%
ELS EQUITY LIFESTYLE PPTYS INC 0.3%
Value ($000) $1,944 Shares 27,584 Est. Cost $63.39 Unrealized
MARATHON OIL CORP 0.3%
Value ($000) $1,919 Shares 85,372 Est. Cost $17.02 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,910 Shares 3,931 Est. Cost $52.39 Unrealized 0.0%
IEMG ISHARES INC 0.3%
Value ($000) $1,857 Shares 37,855 Est. Cost $54.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,845 Shares 3,592 Est. Cost $407.20 Unrealized +15.7%
BBY BEST BUY INC 0.3%
Value ($000) $1,845 Shares 28,308 Est. Cost $75.25 Unrealized -7.2%
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $1,831 Shares 31,093 Est. Cost $58.13 Unrealized 0.0%
BA BOEING CO 0.3%
Value ($000) $1,792 Shares 13,110 Est. Cost $259.22 Unrealized -43.1%
IJK ISHARES TR 0.3%
Value ($000) $1,767 Shares 27,722 Est. Cost $86.79 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,745 Shares 13,659 Est. Cost $132.85 Unrealized -6.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,698 Shares 776 Est. Cost $92.27 Unrealized +27.1%
MET METLIFE INC 0.2%
Value ($000) $1,563 Shares 24,898 Est. Cost $59.26 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,563 Shares 18,252 Est. Cost $53.78 Unrealized +48.0%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $1,493 Shares 7,581 Est. Cost $191.59 Unrealized
AGCO AGCO CORP 0.2%
Value ($000) $1,460 Shares 14,790 Est. Cost $109.60 Unrealized +0.4%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,421 Shares 49,058 Est. Cost $42.30 Unrealized -12.3%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,419 Shares 6,242 Est. Cost $230.31 Unrealized -1.7%
HIG HARTFORD FINL SVCS GROUP INC 0.2%
Value ($000) $1,413 Shares 21,591 Est. Cost $65.15 Unrealized 0.0%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value ($000) $1,369 Shares 37,030 Est. Cost $34.34 Unrealized -5.6%
NET CLOUDFLARE INC 0.2%
Value ($000) $1,368 Shares 31,263 Est. Cost $30.93 Unrealized +132.8%
EXCHANGE TRADED CONCEPTS TR 0.2%
Value ($000) $1,336 Shares 240,725 Est. Cost $12.74 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $1,285 Shares 11,831 Est. Cost $92.04 Unrealized +15.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,283 Shares 2,676 Est. Cost $322.34 Unrealized +50.4%
VEA VANGUARD TAX-MANAGED INTL FD 0.2%
Value ($000) $1,278 Shares 31,320 Est. Cost $45.87 Unrealized
SCHP SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,231 Shares 22,068 Est. Cost $60.06 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.2%
Value ($000) $1,185 Shares 93,469 Est. Cost $21.89 Unrealized -23.9%
R RYDER SYS INC 0.2%
Value ($000) $1,184 Shares 16,663 Est. Cost $77.79 Unrealized -5.7%
MPC MARATHON PETE CORP 0.2%
Value ($000) $1,170 Shares 14,236 Est. Cost $86.26 Unrealized 0.0%
ORCL ORACLE CORP 0.2%
Value ($000) $1,124 Shares 16,092 Est. Cost $68.09 Unrealized +2.6%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,123 Shares 28,672 Est. Cost $43.58 Unrealized -8.3%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,101 Shares 505 Est. Cost $99.86 Unrealized +17.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value ($000) $1,084 Shares 21,705 Est. Cost $52.29 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,063 Shares 28,418 Est. Cost $50.01 Unrealized -18.8%
T AT&T INC 0.2%
Value ($000) $1,050 Shares 50,100 Est. Cost $16.66 Unrealized -2.2%
ON ON SEMICONDUCTOR CORP 0.2%
Value ($000) $1,044 Shares 20,744 Est. Cost $60.58 Unrealized -8.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,028 Shares 13,389 Est. Cost $81.38 Unrealized
FLTB FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $1,019 Shares 20,933 Est. Cost $50.91 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,000 Shares 6,598 Est. Cost $19.14 Unrealized -1.6%
USMV ISHARES TR 0.1%
Value ($000) $997 Shares 14,197 Est. Cost $65.06 Unrealized
PJAN INNOVATOR ETFS TR 0.1%
Value ($000) $993 Shares 33,065 Est. Cost $31.37 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $982 Shares 11,511 Est. Cost $109.73 Unrealized
BLACKROCK INC 0.1%
Value ($000) $932 Shares 1,530 Est. Cost $638.39 Unrealized
IRM IRON MTN INC NEW 0.1%
Value ($000) $924 Shares 18,981 Est. Cost $38.04 Unrealized +20.3%
IWF ISHARES TR 0.1%
Value ($000) $855 Shares 3,908 Est. Cost $237.74 Unrealized
GHC GRAHAM HLDGS CO 0.1%
Value ($000) $850 Shares 1,500 Est. Cost $615.67 Unrealized -6.7%
GM GENERAL MTRS CO 0.1%
Value ($000) $823 Shares 25,915 Est. Cost $56.26 Unrealized -35.7%
SKYW SKYWEST INC 0.1%
Value ($000) $816 Shares 38,417 Est. Cost $52.82 Unrealized -50.3%
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $809 Shares 24,207 Est. Cost $34.38 Unrealized
PAMC PACER FDS TR 0.1%
Value ($000) $801 Shares 26,913 Est. Cost $36.71 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $791 Shares 4,696 Est. Cost $158.34 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $790 Shares 14,283 Est. Cost $66.51 Unrealized 0.0%
FTEC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $783 Shares 8,118 Est. Cost $106.21 Unrealized
FC FRANKLIN COVEY CO 0.1%
Value ($000) $776 Shares 16,808 Est. Cost $36.24 Unrealized +9.7%
GLW CORNING INC 0.1%
Value ($000) $756 Shares 23,978 Est. Cost $31.05 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $725 Shares 3,401 Est. Cost $200.59 Unrealized +4.1%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $702 Shares 13,828 Est. Cost $42.52 Unrealized -5.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $687 Shares 7,147 Est. Cost $56.84 Unrealized +55.7%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $671 Shares 6,049 Est. Cost $60.24 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $671 Shares 7,111 Est. Cost $122.77 Unrealized -11.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $656 Shares 7,308 Est. Cost $94.60 Unrealized -4.5%
ANNALY CAPITAL MANAGEMENT IN 0.1%
Value ($000) $640 Shares 108,267 Est. Cost $8.88 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $633 Shares 3,639 Est. Cost $144.26 Unrealized +15.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $608 Shares 2,464 Est. Cost $178.67 Unrealized +26.7%
PEP PEPSICO INC 0.1%
Value ($000) $570 Shares 3,420 Est. Cost $115.99 Unrealized +29.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $559 Shares 3,176 Est. Cost $177.86 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $554 Shares 7,254 Est. Cost $71.00 Unrealized -0.9%
CLENE INC 0.1%
Value ($000) $552 Shares 218,920 Est. Cost $6.83 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $546 Shares 12,803 Est. Cost $40.39 Unrealized +6.0%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $546 Shares 15,190 Est. Cost $31.78 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $526 Shares 20,426 Est. Cost $25.15 Unrealized
MFIN MEDALLION FINL CORP 0.1%
Value ($000) $514 Shares 80,287 Est. Cost $5.46 Unrealized +18.2%
BX BLACKSTONE INC 0.1%
Value ($000) $508 Shares 5,570 Est. Cost $104.81 Unrealized -8.3%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $501 Shares 7,865 Est. Cost $61.69 Unrealized -22.9%
IWP ISHARES TR 0.1%
Value ($000) $496 Shares 6,265 Est. Cost $126.87 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $482 Shares 3,544 Est. Cost $128.46 Unrealized +24.2%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $473 Shares 15,196 Est. Cost $29.15 Unrealized +12.3%
R1 RCM INC 0.1%
Value ($000) $469 Shares 22,371 Est. Cost $20.96 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $452 Shares 5,674 Est. Cost $104.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $443 Shares 5,753 Est. Cost $53.06 Unrealized +22.4%
HDV ISHARES TR 0.1%
Value ($000) $437 Shares 4,350 Est. Cost $98.32 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $431 Shares 23,122 Est. Cost $18.23 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $417 Shares 1,522 Est. Cost $245.25 Unrealized +9.7%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $412 Shares 7,978 Est. Cost $51.64 Unrealized
PTLC PACER FDS TR 0.1%
Value ($000) $391 Shares 10,411 Est. Cost $32.91 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $388 Shares 3,475 Est. Cost $127.57 Unrealized
PDEC INNOVATOR ETFS TR 0.1%
Value ($000) $388 Shares 13,486 Est. Cost $30.75 Unrealized
UDEC INNOVATOR ETFS TR 0.1%
Value ($000) $381 Shares 13,703 Est. Cost $29.61 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $380 Shares 642 Est. Cost $447.03 Unrealized +44.6%
META META PLATFORMS INC 0.1%
Value ($000) $379 Shares 2,352 Est. Cost $267.91 Unrealized -28.5%
FDIS FIDELITY COVINGTON TRUST 0.1%
Value ($000) $376 Shares 6,385 Est. Cost $61.60 Unrealized
CSX CSX CORP 0.1%
Value ($000) $367 Shares 12,626 Est. Cost $28.42 Unrealized +8.9%
SPYV SPDR SER TR 0.1%
Value ($000) $365 Shares 9,916 Est. Cost $38.42 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $361 Shares 5,104 Est. Cost $60.53 Unrealized +6.3%
DVY ISHARES TR 0.1%
Value ($000) $349 Shares 2,969 Est. Cost $103.83 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $348 Shares 6,000 Est. Cost $74.79 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $328 Shares 3,604 Est. Cost $110.69 Unrealized -4.2%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $328 Shares 3,153 Est. Cost $117.50 Unrealized -2.6%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $325 Shares 9,176 Est. Cost $56.81 Unrealized -22.7%
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $319 Shares 256 Est. Cost $940.82 Unrealized +23.5%
FCOM FIDELITY COVINGTON TRUST 0.0%
Value ($000) $317 Shares 8,893 Est. Cost $37.11 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $315 Shares 1,585 Est. Cost $194.48 Unrealized +16.2%
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $312 Shares 5,000 Est. Cost $71.47 Unrealized
IEUR ISHARES TR 0.0%
Value ($000) $308 Shares 6,842 Est. Cost $47.04 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $298 Shares 4,773 Est. Cost $70.71 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $298 Shares 4,365 Est. Cost $54.85 Unrealized +3.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $289 Shares 2,190 Est. Cost $130.93 Unrealized
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $282 Shares 7,912 Est. Cost $37.52 Unrealized -8.7%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $282 Shares 6,571 Est. Cost $39.37 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $278 Shares 1,555 Est. Cost $210.98 Unrealized -6.5%
PMAY INNOVATOR ETFS TR 0.0%
Value ($000) $277 Shares 10,143 Est. Cost $30.41 Unrealized
NKE NIKE INC 0.0%
Value ($000) $270 Shares 2,642 Est. Cost $131.06 Unrealized -15.1%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $266 Shares 2,342 Est. Cost $102.82 Unrealized +4.2%
SJM SMUCKER J M CO 0.0%
Value ($000) $265 Shares 2,069 Est. Cost $109.78 Unrealized +7.3%
ACWV ISHARES INC 0.0%
Value ($000) $264 Shares 2,795 Est. Cost $102.82 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.0%
Value ($000) $259 Shares 5,813 Est. Cost $54.15 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $258 Shares 870 Est. Cost $276.47 Unrealized +2.6%
GDX VANECK ETF TRUST 0.0%
Value ($000) $257 Shares 9,381 Est. Cost $30.63 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $251 Shares 1,195 Est. Cost $160.67 Unrealized +26.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $248 Shares 3,415 Est. Cost $67.26 Unrealized
DE DEERE & CO 0.0%
Value ($000) $244 Shares 815 Est. Cost $342.60 Unrealized +2.1%
LLY LILLY ELI & CO 0.0%
Value ($000) $241 Shares 742 Est. Cost $290.91 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $233 Shares 956 Est. Cost $186.68 Unrealized +17.1%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $232 Shares 5,925 Est. Cost $43.77 Unrealized -12.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $231 Shares 2,899 Est. Cost $61.69 Unrealized +32.7%
V VISA INC 0.0%
Value ($000) $231 Shares 1,173 Est. Cost $208.15 Unrealized -3.4%
DGRO ISHARES TR 0.0%
Value ($000) $230 Shares 4,835 Est. Cost $47.57 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $229 Shares 11,795 Est. Cost $11.05 Unrealized +10.7%
F FORD MTR CO DEL 0.0%
Value ($000) $226 Shares 20,277 Est. Cost $5.65 Unrealized +86.7%
VLUE ISHARES TR 0.0%
Value ($000) $221 Shares 2,439 Est. Cost $90.61 Unrealized
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $219 Shares 4,295 Est. Cost $42.95 Unrealized +32.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $215 Shares 3,698 Est. Cost $71.54 Unrealized -14.9%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $215 Shares 1,693 Est. Cost $135.56 Unrealized
PFEB INNOVATOR ETFS TR 0.0%
Value ($000) $212 Shares 7,849 Est. Cost $25.56 Unrealized
BMAY INNOVATOR ETFS TR 0.0%
Value ($000) $211 Shares 7,447 Est. Cost $31.13 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $211 Shares 2,979 Est. Cost $60.50 Unrealized +14.8%
EVRG EVERGY INC 0.0%
Value ($000) $210 Shares 3,212 Est. Cost $54.86 Unrealized +6.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $206 Shares 5,768 Est. Cost $33.81 Unrealized +10.3%
PSX PHILLIPS 66 0.0%
Value ($000) $205 Shares 2,498 Est. Cost $73.10 Unrealized +10.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $204 Shares 6,972 Est. Cost $30.65 Unrealized +23.7%
AMPL AMPLITUDE INC 0.0%
Value ($000) $189 Shares 13,206 Est. Cost $63.06 Unrealized -72.2%
KEY KEYCORP 0.0%
Value ($000) $183 Shares 10,593 Est. Cost $16.65 Unrealized -4.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $161 Shares 11,988 Est. Cost $18.55 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $154 Shares 29,166 Est. Cost $6.76 Unrealized 0.0%
KLXE KLX ENERGY SERVICS HOLDNGS I 0.0%
Value ($000) $152 Shares 35,119 Est. Cost $11.35 Unrealized -53.0%
AGNC AGNC INVT CORP 0.0%
Value ($000) $122 Shares 11,035 Est. Cost $11.06 Unrealized
ROYCE MICRO-CAP TR INC 0.0%
Value ($000) $104 Shares 12,419 Est. Cost $8.54 Unrealized
REAX THE REAL BROKERAGE INC 0.0%
Value ($000) $42 Shares 27,365 Est. Cost $2.85 Unrealized -40.6%
ABRDN ASIA PACIFIC INCOME FU 0.0%
Value ($000) $36 Shares 12,370 Est. Cost $3.80 Unrealized
QUALIGEN THERAPEUTICS INC 0.0%
Value ($000) $9 Shares 15,439 Est. Cost $0.58 Unrealized