MAGNOLIA CAPITAL ADVISORS LLC Diversified Active

CIK: 0001803662 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $382,952 (100.0% shares, 0.0% debt)

Holdings (233)

VTI VANGUARD INDEX FDS 4.5%
Value ($000) $17,099 Shares 52,104 Est. Cost $276.71 Unrealized
AAPL APPLE INC 3.4%
Value ($000) $12,881 Shares 50,589 Est. Cost $223.81 Unrealized +0.8%
VUG VANGUARD INDEX FDS 2.8%
Value ($000) $10,793 Shares 22,504 Est. Cost $419.19 Unrealized
MSFT MICROSOFT CORP 2.3%
Value ($000) $8,826 Shares 17,041 Est. Cost $410.52 Unrealized +23.9%
JMOM J P MORGAN EXCHANGE TRADED F 2.2%
Value ($000) $8,524 Shares 125,538 Est. Cost $58.42 Unrealized
ITOT ISHARES TR 2.1%
Value ($000) $7,960 Shares 54,649 Est. Cost $132.46 Unrealized
TFLO ISHARES TR 2.0%
Value ($000) $7,592 Shares 150,074 Est. Cost $50.65 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.8%
Value ($000) $6,721 Shares 145,359 Est. Cost $45.57 Unrealized
QUAL ISHARES TR 1.7%
Value ($000) $6,677 Shares 34,328 Est. Cost $174.92 Unrealized
FCUS TIDAL TRUST II 1.5%
Value ($000) $5,906 Shares 185,864 Est. Cost $28.48 Unrealized
VTV VANGUARD INDEX FDS 1.5%
Value ($000) $5,759 Shares 30,883 Est. Cost $161.31 Unrealized
VB VANGUARD INDEX FDS 1.5%
Value ($000) $5,735 Shares 22,552 Est. Cost $250.32 Unrealized
DFAU DIMENSIONAL ETF TRUST 1.5%
Value ($000) $5,667 Shares 123,838 Est. Cost $37.19 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $5,498 Shares 25,038 Est. Cost $209.62 Unrealized +8.0%
VFLO VICTORY PORTFOLIOS II 1.4%
Value ($000) $5,387 Shares 143,656 Est. Cost $37.50 Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $5,251 Shares 28,143 Est. Cost $138.20 Unrealized +26.1%
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $5,244 Shares 16,625 Est. Cost $180.16 Unrealized +64.3%
MOAT VANECK ETF TRUST 1.4%
Value ($000) $5,213 Shares 52,603 Est. Cost $95.57 Unrealized
VV VANGUARD INDEX FDS 1.3%
Value ($000) $4,984 Shares 16,188 Est. Cost $270.71 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $4,628 Shares 19,036 Est. Cost $168.55 Unrealized +24.1%
IJR ISHARES TR 1.2%
Value ($000) $4,532 Shares 38,141 Est. Cost $107.58 Unrealized
BND VANGUARD BD INDEX FDS 1.1%
Value ($000) $4,403 Shares 59,200 Est. Cost $72.92 Unrealized
BXSL BLACKSTONE SECD LENDING FD 1.1%
Value ($000) $4,396 Shares 168,639 Est. Cost $28.61 Unrealized -0.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $4,336 Shares 8,625 Est. Cost $464.66 Unrealized +4.2%
VEA VANGUARD TAX-MANAGED FDS 1.1%
Value ($000) $4,336 Shares 72,364 Est. Cost $55.23 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $4,319 Shares 7,052 Est. Cost $516.05 Unrealized
BITB BITWISE BITCOIN ETF TR 1.1%
Value ($000) $4,308 Shares 69,245 Est. Cost $38.45 Unrealized
PTLC PACER FDS TR 1.1%
Value ($000) $4,115 Shares 75,139 Est. Cost $53.52 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $3,951 Shares 9,752 Est. Cost $342.18 Unrealized +13.7%
AVDE AMERICAN CENTY ETF TR 1.0%
Value ($000) $3,844 Shares 48,722 Est. Cost $73.12 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $3,802 Shares 5,178 Est. Cost $518.23 Unrealized +43.4%
PTBD PACER FDS TR 1.0%
Value ($000) $3,741 Shares 188,669 Est. Cost $20.00 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.9%
Value ($000) $3,608 Shares 114,987 Est. Cost $24.52 Unrealized
SCHY SCHWAB STRATEGIC TR 0.9%
Value ($000) $3,265 Shares 116,847 Est. Cost $24.65 Unrealized
VLUE ISHARES TR 0.8%
Value ($000) $3,160 Shares 25,268 Est. Cost $108.08 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.8%
Value ($000) $3,144 Shares 35,100 Est. Cost $88.28 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $3,116 Shares 9,445 Est. Cost $157.03 Unrealized +94.7%
WMT WALMART INC 0.8%
Value ($000) $3,012 Shares 29,224 Est. Cost $76.08 Unrealized +30.4%
EGP EASTGROUP PPTYS INC 0.8%
Value ($000) $2,909 Shares 17,188 Est. Cost $161.63 Unrealized
IVV ISHARES TR 0.7%
Value ($000) $2,732 Shares 4,082 Est. Cost $551.84 Unrealized
SPAB SPDR SERIES TRUST 0.7%
Value ($000) $2,507 Shares 96,972 Est. Cost $25.60 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,429 Shares 13,100 Est. Cost $146.57 Unrealized +15.6%
ABBV ABBVIE INC 0.6%
Value ($000) $2,353 Shares 10,161 Est. Cost $181.54 Unrealized +11.2%
ARCC ARES CAPITAL CORP 0.6%
Value ($000) $2,325 Shares 113,925 Est. Cost $18.94 Unrealized +12.6%
IUSV ISHARES TR 0.6%
Value ($000) $2,176 Shares 21,769 Est. Cost $91.52 Unrealized
LRGF ISHARES TR 0.6%
Value ($000) $2,148 Shares 31,090 Est. Cost $54.29 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $2,121 Shares 8,707 Est. Cost $175.67 Unrealized +19.5%
ETN EATON CORP PLC 0.6%
Value ($000) $2,116 Shares 5,654 Est. Cost $314.33 Unrealized +15.6%
MSI MOTOROLA SOLUTIONS INC 0.6%
Value ($000) $2,115 Shares 4,624 Est. Cost $388.49 Unrealized +15.4%
TSLA TESLA INC 0.5%
Value ($000) $2,091 Shares 4,702 Est. Cost $320.82 Unrealized +8.1%
LLY ELI LILLY & CO 0.5%
Value ($000) $2,081 Shares 2,727 Est. Cost $837.16 Unrealized -11.3%
IEMG ISHARES INC 0.5%
Value ($000) $2,065 Shares 31,320 Est. Cost $57.99 Unrealized
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $2,035 Shares 5,894 Est. Cost $484.07 Unrealized -38.2%
JCI JOHNSON CTLS INTL PLC 0.5%
Value ($000) $2,028 Shares 18,448 Est. Cost $68.39 Unrealized +56.3%
USMV ISHARES TR 0.5%
Value ($000) $2,002 Shares 21,047 Est. Cost $91.26 Unrealized
SPYG SPDR SERIES TRUST 0.5%
Value ($000) $1,960 Shares 18,754 Est. Cost $88.09 Unrealized
MPC MARATHON PETE CORP 0.5%
Value ($000) $1,945 Shares 10,092 Est. Cost $80.25 Unrealized +117.4%
CME CME GROUP INC 0.5%
Value ($000) $1,920 Shares 7,107 Est. Cost $181.67 Unrealized +48.5%
BIZD VANECK ETF TRUST 0.5%
Value ($000) $1,885 Shares 126,202 Est. Cost $15.42 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,864 Shares 42,415 Est. Cost $39.58 Unrealized +7.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,837 Shares 54,965 Est. Cost $24.59 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $1,833 Shares 24,283 Est. Cost $68.61 Unrealized +5.3%
UNP UNION PAC CORP 0.5%
Value ($000) $1,830 Shares 7,743 Est. Cost $229.24 Unrealized -2.7%
INTF ISHARES TR 0.5%
Value ($000) $1,757 Shares 48,929 Est. Cost $31.05 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.5%
Value ($000) $1,745 Shares 136,672 Est. Cost $13.22 Unrealized +1.6%
IEFA ISHARES TR 0.4%
Value ($000) $1,695 Shares 19,418 Est. Cost $74.67 Unrealized
TRMK TRUSTMARK CORP 0.4%
Value ($000) $1,685 Shares 42,540 Est. Cost $34.86 Unrealized +10.7%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $1,680 Shares 6,840 Est. Cost $220.05 Unrealized +8.6%
CMI CUMMINS INC 0.4%
Value ($000) $1,639 Shares 3,880 Est. Cost $343.07 Unrealized +11.0%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,620 Shares 17,011 Est. Cost $80.59 Unrealized +13.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $1,600 Shares 19,171 Est. Cost $74.82 Unrealized +10.6%
V VISA INC 0.4%
Value ($000) $1,600 Shares 4,687 Est. Cost $258.39 Unrealized +33.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,545 Shares 13,701 Est. Cost $101.24 Unrealized +8.4%
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $1,539 Shares 20,950 Est. Cost $66.00 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $1,531 Shares 5,424 Est. Cost $258.04 Unrealized +6.7%
LFEQ VANECK ETF TRUST 0.4%
Value ($000) $1,527 Shares 28,700 Est. Cost $49.67 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $1,496 Shares 14,918 Est. Cost $96.90 Unrealized
O REALTY INCOME CORP 0.4%
Value ($000) $1,476 Shares 24,285 Est. Cost $54.09 Unrealized +5.2%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $1,459 Shares 5,350 Est. Cost $256.75 Unrealized +11.2%
TJX TJX COS INC NEW 0.4%
Value ($000) $1,456 Shares 10,074 Est. Cost $104.40 Unrealized +26.7%
DRI DARDEN RESTAURANTS INC 0.4%
Value ($000) $1,453 Shares 7,631 Est. Cost $148.06 Unrealized +37.6%
ALL ALLSTATE CORP 0.4%
Value ($000) $1,381 Shares 6,433 Est. Cost $173.49 Unrealized +15.4%
ORCL ORACLE CORP 0.4%
Value ($000) $1,355 Shares 4,818 Est. Cost $179.65 Unrealized +41.5%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,335 Shares 42,499 Est. Cost $41.81 Unrealized -20.7%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,267 Shares 7,831 Est. Cost $137.75 Unrealized +17.2%
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $1,234 Shares 18,712 Est. Cost $75.94 Unrealized -5.0%
BBY BEST BUY INC 0.3%
Value ($000) $1,199 Shares 15,854 Est. Cost $74.05 Unrealized -5.5%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $1,195 Shares 25,523 Est. Cost $39.26 Unrealized
MTUM ISHARES TR 0.3%
Value ($000) $1,182 Shares 4,611 Est. Cost $150.93 Unrealized
IUSG ISHARES TR 0.3%
Value ($000) $1,170 Shares 7,112 Est. Cost $127.39 Unrealized
BOXX EA SERIES TRUST 0.3%
Value ($000) $1,164 Shares 10,224 Est. Cost $112.14 Unrealized
EFAV ISHARES TR 0.3%
Value ($000) $1,153 Shares 13,595 Est. Cost $72.28 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,123 Shares 5,919 Est. Cost $173.69 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,123 Shares 2,660 Est. Cost $331.43 Unrealized +28.7%
SO SOUTHERN CO 0.3%
Value ($000) $1,092 Shares 11,525 Est. Cost $84.58 Unrealized +9.0%
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,073 Shares 39,829 Est. Cost $38.51 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,059 Shares 38,781 Est. Cost $41.57 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,048 Shares 27,177 Est. Cost $32.24 Unrealized
GEV GE VERNOVA INC 0.3%
Value ($000) $1,033 Shares 1,679 Est. Cost $415.97 Unrealized +45.6%
IJH ISHARES TR 0.3%
Value ($000) $1,007 Shares 15,433 Est. Cost $58.55 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,005 Shares 15,210 Est. Cost $49.54 Unrealized +24.0%
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $1,004 Shares 38,073 Est. Cost $23.23 Unrealized +9.9%
VOOV VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $991 Shares 4,968 Est. Cost $185.88 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.3%
Value ($000) $988 Shares 23,502 Est. Cost $35.68 Unrealized
RNST RENASANT CORP 0.3%
Value ($000) $984 Shares 26,669 Est. Cost $36.07 Unrealized +4.9%
PEP PEPSICO INC 0.3%
Value ($000) $970 Shares 6,904 Est. Cost $156.55 Unrealized -10.3%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $968 Shares 1,990 Est. Cost $420.05 Unrealized +27.1%
SYFI AB ACTIVE ETFS INC 0.3%
Value ($000) $960 Shares 26,558 Est. Cost $36.08 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $946 Shares 3,990 Est. Cost $262.53 Unrealized -4.2%
ETHW BITWISE ETHEREUM ETF 0.2%
Value ($000) $931 Shares 31,216 Est. Cost $16.21 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $929 Shares 5,985 Est. Cost $149.78 Unrealized +1.7%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $928 Shares 6,482 Est. Cost $148.23 Unrealized -5.0%
BBLU EA SERIES TRUST 0.2%
Value ($000) $906 Shares 60,251 Est. Cost $13.14 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $890 Shares 7,192 Est. Cost $67.73 Unrealized +61.5%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $890 Shares 11,439 Est. Cost $80.99 Unrealized -3.5%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value ($000) $889 Shares 3,903 Est. Cost $237.54 Unrealized -6.1%
STE STERIS PLC 0.2%
Value ($000) $888 Shares 3,588 Est. Cost $215.74 Unrealized +10.7%
IWF ISHARES TR 0.2%
Value ($000) $886 Shares 1,892 Est. Cost $400.66 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $825 Shares 4,343 Est. Cost $194.70 Unrealized -6.6%
DXCM DEXCOM INC 0.2%
Value ($000) $817 Shares 12,142 Est. Cost $98.07 Unrealized -19.3%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $806 Shares 1,210 Est. Cost $585.93 Unrealized
PRFD PIMCO ETF TR 0.2%
Value ($000) $791 Shares 15,264 Est. Cost $46.94 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $778 Shares 649 Est. Cost $82.31 Unrealized +48.3%
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $771 Shares 3,692 Est. Cost $197.92 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $767 Shares 3,868 Est. Cost $243.95 Unrealized -18.7%
IWD ISHARES TR 0.2%
Value ($000) $754 Shares 3,702 Est. Cost $185.19 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $751 Shares 19,171 Est. Cost $53.66 Unrealized -16.1%
DBEF DBX ETF TR 0.2%
Value ($000) $751 Shares 16,184 Est. Cost $42.90 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $744 Shares 14,421 Est. Cost $42.83 Unrealized +12.9%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value ($000) $744 Shares 8,284 Est. Cost $57.76 Unrealized
OAKM HARRIS OAKMARK ETF TRUST 0.2%
Value ($000) $736 Shares 27,488 Est. Cost $24.64 Unrealized
T AT&T INC 0.2%
Value ($000) $710 Shares 25,157 Est. Cost $21.96 Unrealized +27.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $691 Shares 2,475 Est. Cost $199.11 Unrealized
MINT PIMCO ETF TR 0.2%
Value ($000) $665 Shares 6,605 Est. Cost $100.62 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $645 Shares 9,919 Est. Cost $63.22 Unrealized
FISV FISERV INC 0.2%
Value ($000) $638 Shares 4,950 Est. Cost $152.91 Unrealized -6.3%
GDX VANECK ETF TRUST 0.2%
Value ($000) $598 Shares 7,824 Est. Cost $33.91 Unrealized
ET ENERGY TRANSFER L P 0.2%
Value ($000) $589 Shares 34,350 Est. Cost $19.44 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.2%
Value ($000) $583 Shares 10,008 Est. Cost $51.87 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $577 Shares 1,644 Est. Cost $286.44 Unrealized +20.1%
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $555 Shares 16,929 Est. Cost $26.35 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $541 Shares 4,729 Est. Cost $103.52 Unrealized +13.0%
COPX GLOBAL X FDS 0.1%
Value ($000) $533 Shares 8,916 Est. Cost $45.42 Unrealized
MRCC MONROE CAP CORP 0.1%
Value ($000) $533 Shares 75,858 Est. Cost $6.32 Unrealized +2.6%
KO COCA COLA CO 0.1%
Value ($000) $530 Shares 7,996 Est. Cost $63.09 Unrealized +7.7%
COWZ PACER FDS TR 0.1%
Value ($000) $514 Shares 8,948 Est. Cost $56.48 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $509 Shares 1,067 Est. Cost $349.32 Unrealized +21.8%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $505 Shares 546 Est. Cost $923.27 Unrealized +3.6%
SNPS SYNOPSYS INC 0.1%
Value ($000) $505 Shares 1,024 Est. Cost $501.88 Unrealized +12.6%
COP CONOCOPHILLIPS 0.1%
Value ($000) $503 Shares 5,320 Est. Cost $102.18 Unrealized -8.7%
YUM YUM BRANDS INC 0.1%
Value ($000) $491 Shares 3,229 Est. Cost $132.27 Unrealized +10.4%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $486 Shares 5,436 Est. Cost $91.30 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $485 Shares 7,601 Est. Cost $59.10 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $477 Shares 2,210 Est. Cost $195.77 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $454 Shares 3,298 Est. Cost $122.33 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $448 Shares 1,816 Est. Cost $231.96 Unrealized -0.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $448 Shares 1,588 Est. Cost $197.72 Unrealized +31.3%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $445 Shares 559 Est. Cost $401.96 Unrealized +82.8%
GOVT ISHARES TR 0.1%
Value ($000) $433 Shares 18,728 Est. Cost $22.98 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $431 Shares 5,128 Est. Cost $81.99 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $420 Shares 5,009 Est. Cost $79.28 Unrealized +2.2%
ABT ABBOTT LABS 0.1%
Value ($000) $419 Shares 3,128 Est. Cost $114.20 Unrealized +14.4%
PFF ISHARES TR 0.1%
Value ($000) $413 Shares 13,053 Est. Cost $31.40 Unrealized
DE DEERE & CO 0.1%
Value ($000) $409 Shares 894 Est. Cost $413.99 Unrealized +18.3%
GE GE AEROSPACE 0.1%
Value ($000) $408 Shares 1,356 Est. Cost $205.47 Unrealized +32.7%
SMH VANECK ETF TRUST 0.1%
Value ($000) $403 Shares 1,236 Est. Cost $326.36 Unrealized
GRMN GARMIN LTD 0.1%
Value ($000) $402 Shares 1,633 Est. Cost $192.45 Unrealized +19.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $401 Shares 15,596 Est. Cost $31.23 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $393 Shares 8,045 Est. Cost $47.79 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $391 Shares 1,554 Est. Cost $261.54 Unrealized -6.6%
BA BOEING CO 0.1%
Value ($000) $390 Shares 1,805 Est. Cost $156.93 Unrealized +43.7%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $383 Shares 505 Est. Cost $655.15 Unrealized +12.2%
CGBL CAPITAL GROUP CORE BALANCED 0.1%
Value ($000) $379 Shares 10,927 Est. Cost $31.04 Unrealized
IDEV ISHARES TR 0.1%
Value ($000) $373 Shares 4,658 Est. Cost $66.12 Unrealized
URA GLOBAL X FDS 0.1%
Value ($000) $373 Shares 7,830 Est. Cost $38.81 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.1%
Value ($000) $373 Shares 41,814 Est. Cost $12.76 Unrealized -30.2%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $369 Shares 2,022 Est. Cost $36.14 Unrealized +348.5%
ACWV ISHARES INC 0.1%
Value ($000) $362 Shares 3,019 Est. Cost $119.07 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $357 Shares 2,889 Est. Cost $109.99 Unrealized +8.9%
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $356 Shares 2,938 Est. Cost $115.70 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $352 Shares 472 Est. Cost $621.80 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $350 Shares 2,517 Est. Cost $124.21 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $344 Shares 3,096 Est. Cost $87.19 Unrealized +28.8%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $338 Shares 4,036 Est. Cost $67.24 Unrealized +19.7%
SIL GLOBAL X FDS 0.1%
Value ($000) $337 Shares 4,706 Est. Cost $48.14 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $337 Shares 7,082 Est. Cost $47.55 Unrealized
SPYM SPDR SERIES TRUST 0.1%
Value ($000) $324 Shares 4,135 Est. Cost $78.34 Unrealized
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $323 Shares 23,614 Est. Cost $13.32 Unrealized +5.2%
RTX RTX CORPORATION 0.1%
Value ($000) $319 Shares 1,906 Est. Cost $119.42 Unrealized +29.2%
VKTX VIKING THERAPEUTICS INC 0.1%
Value ($000) $312 Shares 11,867 Est. Cost $55.29 Unrealized -46.0%
PYLD PIMCO ETF TR 0.1%
Value ($000) $306 Shares 11,409 Est. Cost $26.84 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $303 Shares 1,801 Est. Cost $113.56 Unrealized +56.5%
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $298 Shares 2,477 Est. Cost $103.21 Unrealized
QTOP ISHARES TR 0.1%
Value ($000) $297 Shares 9,566 Est. Cost $28.25 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $297 Shares 4,344 Est. Cost $55.37 Unrealized +21.7%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $296 Shares 1,771 Est. Cost $93.22 Unrealized +37.1%
HDV ISHARES TR 0.1%
Value ($000) $296 Shares 2,420 Est. Cost $96.55 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $296 Shares 1,407 Est. Cost $186.51 Unrealized +11.0%
AZO AUTOZONE INC 0.1%
Value ($000) $296 Shares 69 Est. Cost $3166.27 Unrealized +26.7%
FSK FS KKR CAP CORP 0.1%
Value ($000) $292 Shares 19,552 Est. Cost $17.25 Unrealized +1.1%
ITT ITT INC 0.1%
Value ($000) $273 Shares 1,525 Est. Cost $142.42 Unrealized +17.8%
AMX AMERICA MOVIL SAB DE CV 0.1%
Value ($000) $272 Shares 12,966 Est. Cost $14.31 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $272 Shares 2,432 Est. Cost $106.42 Unrealized -2.1%
IEF ISHARES TR 0.1%
Value ($000) $268 Shares 2,779 Est. Cost $96.47 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $262 Shares 10,283 Est. Cost $26.17 Unrealized -7.8%
FESM FIDELITY COVINGTON TRUST 0.1%
Value ($000) $244 Shares 6,683 Est. Cost $36.56 Unrealized
MBB ISHARES TR 0.1%
Value ($000) $243 Shares 2,558 Est. Cost $92.14 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $241 Shares 8,508 Est. Cost $24.88 Unrealized +8.4%
C CITIGROUP INC 0.1%
Value ($000) $239 Shares 2,359 Est. Cost $94.11 Unrealized 0.0%
IAU ISHARES GOLD TR 0.1%
Value ($000) $231 Shares 3,171 Est. Cost $47.75 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $230 Shares 1,558 Est. Cost $120.19 Unrealized +14.9%
VST VISTRA CORP 0.1%
Value ($000) $230 Shares 1,172 Est. Cost $197.68 Unrealized 0.0%
AOA ISHARES TR 0.1%
Value ($000) $227 Shares 2,578 Est. Cost $88.15 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $227 Shares 682 Est. Cost $280.13 Unrealized +13.0%
ENB ENBRIDGE INC 0.1%
Value ($000) $222 Shares 4,398 Est. Cost $43.78 Unrealized +5.3%
COIN COINBASE GLOBAL INC 0.1%
Value ($000) $222 Shares 657 Est. Cost $233.78 Unrealized +45.0%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $221 Shares 1,655 Est. Cost $112.93 Unrealized +12.8%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $218 Shares 8,789 Est. Cost $29.93 Unrealized -15.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $208 Shares 1,355 Est. Cost $157.36 Unrealized -1.6%
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $206 Shares 221 Est. Cost $275.40 Unrealized +14.0%
HOOD ROBINHOOD MKTS INC 0.1%
Value ($000) $206 Shares 1,437 Est. Cost $109.05 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $205 Shares 676 Est. Cost $290.65 Unrealized +3.7%
SLV ISHARES SILVER TR 0.1%
Value ($000) $204 Shares 4,820 Est. Cost $42.37 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $203 Shares 571 Est. Cost $355.47 Unrealized
RNGR RANGER ENERGY SVCS INC 0.0%
Value ($000) $186 Shares 13,273 Est. Cost $10.54 Unrealized +24.9%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $151 Shares 12,254 Est. Cost $9.76 Unrealized 0.0%
PROP PRAIRIE OPER CO 0.0%
Value ($000) $142 Shares 71,455 Est. Cost $5.55 Unrealized -48.7%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $131 Shares 10,000 Est. Cost $15.67 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $128 Shares 10,446 Est. Cost $12.26 Unrealized
PGEN PRECIGEN INC 0.0%
Value ($000) $120 Shares 36,395 Est. Cost $0.91 Unrealized +210.0%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $76 Shares 10,200 Est. Cost $12.17 Unrealized -22.8%
DMAC DIAMEDICA THERAPEUTICS INC 0.0%
Value ($000) $69 Shares 10,000 Est. Cost $2.77 Unrealized +95.5%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $36 Shares 11,380 Est. Cost $3.07 Unrealized -3.9%