Davis Capital Management Diversified Active

CIK: 0001811806 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 1, 2024

Total Value ($000): $126,424 (100.0% shares, 0.0% debt)

Holdings (334)

SCHB SCHWAB U.S. BROAD MARKET ETF 12.0%
Value ($000) $15,136 Shares 227,546 Est. Cost $57.83 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 7.2%
Value ($000) $9,042 Shares 106,970 Est. Cost $67.06 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 4.4%
Value ($000) $5,533 Shares 134,553 Est. Cost $33.45 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 3.5%
Value ($000) $4,429 Shares 85,995 Est. Cost $48.48 Unrealized
AAPL APPLE INC. 2.7%
Value ($000) $3,442 Shares 14,775 Est. Cost $152.61 Unrealized +45.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 2.6%
Value ($000) $3,256 Shares 11,498 Est. Cost $140.41 Unrealized
GOOG ALPHABET INC CAP STK CL C 2.2%
Value ($000) $2,827 Shares 16,907 Est. Cost $131.81 Unrealized +27.6%
ALL ALLSTATE CORP COM 1.9%
Value ($000) $2,392 Shares 12,615 Est. Cost $105.69 Unrealized +63.5%
BK BANK NEW YORK MELLON CORP COM 1.8%
Value ($000) $2,274 Shares 31,643 Est. Cost $38.83 Unrealized +64.5%
SCHH SCHWAB U.S. REIT ETF 1.7%
Value ($000) $2,186 Shares 94,333 Est. Cost $24.54 Unrealized
RSG REPUBLIC SVCS INC COM 1.7%
Value ($000) $2,170 Shares 10,804 Est. Cost $92.14 Unrealized +114.9%
AMZN AMAZON COM INC COM 1.7%
Value ($000) $2,156 Shares 11,573 Est. Cost $141.10 Unrealized +29.3%
MSFT MICROSOFT CORP COM 1.6%
Value ($000) $2,052 Shares 4,768 Est. Cost $206.18 Unrealized +105.2%
KO COCA COLA CO COM 1.6%
Value ($000) $2,021 Shares 28,130 Est. Cost $47.40 Unrealized +38.5%
SO SOUTHERN CO COM 1.5%
Value ($000) $1,956 Shares 21,684 Est. Cost $54.33 Unrealized +50.3%
WMT WALMART INC COM 1.5%
Value ($000) $1,927 Shares 23,860 Est. Cost $48.93 Unrealized +48.1%
DOW DOW INC COM 1.5%
Value ($000) $1,896 Shares 34,703 Est. Cost $43.57 Unrealized +10.0%
UNP UNION PAC CORP COM 1.5%
Value ($000) $1,887 Shares 7,657 Est. Cost $162.23 Unrealized +44.6%
AMGN AMGEN INC COM 1.5%
Value ($000) $1,882 Shares 5,840 Est. Cost $255.38 Unrealized +22.6%
V VISA INC COM CL A 1.5%
Value ($000) $1,863 Shares 6,776 Est. Cost $214.31 Unrealized +24.9%
CSCO CISCO SYS INC COM 1.4%
Value ($000) $1,813 Shares 34,072 Est. Cost $47.25 Unrealized -1.0%
AN AUTONATION INC COM 1.4%
Value ($000) $1,722 Shares 9,624 Est. Cost $54.01 Unrealized +217.9%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $1,691 Shares 10,432 Est. Cost $128.47 Unrealized +18.8%
CMCSA COMCAST CORP NEW CL A 1.3%
Value ($000) $1,651 Shares 39,530 Est. Cost $37.26 Unrealized +1.3%
G GENPACT LIMITED SHS 1.3%
Value ($000) $1,638 Shares 41,775 Est. Cost $33.54 Unrealized +5.9%
VOYA VOYA FINANCIAL INC COM 1.2%
Value ($000) $1,575 Shares 19,880 Est. Cost $66.49 Unrealized +3.6%
ETN EATON CORP PLC SHS 1.2%
Value ($000) $1,527 Shares 4,606 Est. Cost $82.63 Unrealized +264.6%
ADBE ADOBE INC COM 1.1%
Value ($000) $1,438 Shares 2,778 Est. Cost $546.34 Unrealized +0.4%
ORCL ORACLE CORP COM 1.1%
Value ($000) $1,437 Shares 8,431 Est. Cost $47.50 Unrealized +201.1%
KMI KINDER MORGAN INC DEL COM 1.1%
Value ($000) $1,373 Shares 62,159 Est. Cost $15.15 Unrealized +31.1%
CNC CENTENE CORP DEL COM 1.1%
Value ($000) $1,329 Shares 17,658 Est. Cost $72.51 Unrealized +1.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $1,329 Shares 2,888 Est. Cost $220.26 Unrealized +100.8%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $1,325 Shares 1,495 Est. Cost $289.01 Unrealized +198.2%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $1,315 Shares 2,292 Est. Cost $277.15 Unrealized
PG PROCTOR & GAMBLE COMPANY 0.9%
Value ($000) $1,194 Shares 6,891 Est. Cost $103.83 Unrealized +58.2%
SBUX STARBUCKS CORPORATION 0.9%
Value ($000) $1,162 Shares 11,920 Est. Cost $79.16 Unrealized +4.6%
ABBV ABBVIE INC COM 0.9%
Value ($000) $1,108 Shares 5,610 Est. Cost $67.19 Unrealized +166.0%
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $1,094 Shares 1,872 Est. Cost $393.10 Unrealized +31.4%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.8%
Value ($000) $1,017 Shares 6,148 Est. Cost $135.48 Unrealized +17.1%
RIO RIO TINTO PLC SPONSORED ADR 0.8%
Value ($000) $988 Shares 13,889 Est. Cost $71.81 Unrealized
CSGP COSTAR GROUP INC COM 0.8%
Value ($000) $955 Shares 12,664 Est. Cost $79.66 Unrealized -4.8%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.7%
Value ($000) $895 Shares 14,204 Est. Cost $41.03 Unrealized
FDX FEDEX CORP COM 0.7%
Value ($000) $859 Shares 3,140 Est. Cost $175.56 Unrealized +60.2%
INFY INFOSYS LTD SPONSORED ADR 0.7%
Value ($000) $845 Shares 37,928 Est. Cost $8.21 Unrealized
NICE NICE LTD SPONSORED ADR 0.7%
Value ($000) $844 Shares 4,860 Est. Cost $197.88 Unrealized
KVUE KENVUE INC COM 0.7%
Value ($000) $837 Shares 36,177 Est. Cost $18.75 Unrealized +4.7%
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $802 Shares 8,341 Est. Cost $112.59 Unrealized -19.6%
AKAM AKAMAI TECHNOLOGIES INC COM 0.6%
Value ($000) $729 Shares 7,222 Est. Cost $96.76 Unrealized +0.7%
LOW LOWES COS INC COM 0.6%
Value ($000) $724 Shares 2,673 Est. Cost $158.86 Unrealized +48.7%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $707 Shares 13,852 Est. Cost $34.70 Unrealized +31.2%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $699 Shares 9,494 Est. Cost $46.70 Unrealized +43.8%
DHR DANAHER CORPORATION COM 0.5%
Value ($000) $678 Shares 2,437 Est. Cost $131.31 Unrealized +99.9%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $640 Shares 5,269 Est. Cost $94.73 Unrealized +24.6%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $637 Shares 1,090 Est. Cost $325.75 Unrealized +68.3%
HRL HORMEL FOODS CORP COM 0.5%
Value ($000) $634 Shares 20,000 Est. Cost $32.86 Unrealized -8.2%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.5%
Value ($000) $609 Shares 9,819 Est. Cost $42.03 Unrealized +22.5%
GD GENERAL DYNAMICS CORP COM 0.5%
Value ($000) $594 Shares 1,964 Est. Cost $252.07 Unrealized +13.7%
ECL ECOLAB INC COM 0.5%
Value ($000) $570 Shares 2,232 Est. Cost $176.33 Unrealized +36.7%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $516 Shares 894 Est. Cost $477.29 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.4%
Value ($000) $492 Shares 6,628 Est. Cost $64.10 Unrealized +10.6%
QQQ INVESCO QQQ TRUST SERIES I 0.4%
Value ($000) $491 Shares 1,005 Est. Cost $396.97 Unrealized
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF 0.4%
Value ($000) $489 Shares 19,975 Est. Cost $24.54 Unrealized
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $388 Shares 4,305 Est. Cost $90.18 Unrealized -10.4%
EMN EASTMAN CHEM CO COM 0.3%
Value ($000) $378 Shares 3,373 Est. Cost $51.89 Unrealized +81.5%
NET CLOUDFLARE INC CL A COM 0.3%
Value ($000) $356 Shares 4,400 Est. Cost $80.68 Unrealized -0.4%
BSMQ INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF 0.3%
Value ($000) $351 Shares 14,767 Est. Cost $23.76 Unrealized
GOOGL ALPHABET INC. 0.3%
Value ($000) $342 Shares 2,060 Est. Cost $141.32 Unrealized +18.0%
CBOE CBOE GLOBAL MKTS INC COM 0.3%
Value ($000) $327 Shares 1,595 Est. Cost $168.03 Unrealized +15.7%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.3%
Value ($000) $318 Shares 1,649 Est. Cost $172.05 Unrealized +6.4%
MRK MERCK & CO INC COM 0.3%
Value ($000) $318 Shares 2,799 Est. Cost $101.06 Unrealized +11.8%
CSX CSX CORP COM 0.2%
Value ($000) $298 Shares 8,637 Est. Cost $27.18 Unrealized +22.2%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $278 Shares 2,853 Est. Cost $69.80 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $265 Shares 653 Est. Cost $276.00 Unrealized +27.8%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.2%
Value ($000) $263 Shares 12,810 Est. Cost $20.43 Unrealized
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.2%
Value ($000) $219 Shares 10,465 Est. Cost $20.23 Unrealized
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 0.2%
Value ($000) $209 Shares 12,313 Est. Cost $16.50 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $205 Shares 350 Est. Cost $411.64 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $195 Shares 865 Est. Cost $91.18 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.1%
Value ($000) $179 Shares 9,675 Est. Cost $15.42 Unrealized +9.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $174 Shares 869 Est. Cost $155.82 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.1%
Value ($000) $172 Shares 8,335 Est. Cost $20.43 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $166 Shares 1,481 Est. Cost $39.67 Unrealized +148.9%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.1%
Value ($000) $156 Shares 1,168 Est. Cost $119.14 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $155 Shares 3,271 Est. Cost $53.75 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.1%
Value ($000) $148 Shares 7,875 Est. Cost $18.48 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $146 Shares 1,405 Est. Cost $103.85 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $135 Shares 1,599 Est. Cost $53.66 Unrealized +39.5%
BX BLACKSTONE INC COM 0.1%
Value ($000) $134 Shares 877 Est. Cost $47.09 Unrealized +183.9%
SCHM SCHWAB U.S. MID-CAP ETF 0.1%
Value ($000) $134 Shares 1,615 Est. Cost $42.07 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $131 Shares 960 Est. Cost $100.98 Unrealized +19.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $123 Shares 327 Est. Cost $334.26 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $123 Shares 248 Est. Cost $298.30 Unrealized +85.5%
VHT VANGUARD HEALTH CARE ETF 0.1%
Value ($000) $122 Shares 434 Est. Cost $165.53 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.1%
Value ($000) $117 Shares 555 Est. Cost $153.84 Unrealized +33.2%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $108 Shares 1,293 Est. Cost $53.44 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $107 Shares 793 Est. Cost $73.12 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $104 Shares 246 Est. Cost $370.85 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $103 Shares 116 Est. Cost $223.87 Unrealized +297.7%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $99 Shares 201 Est. Cost $293.46 Unrealized +57.3%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.1%
Value ($000) $96 Shares 4,904 Est. Cost $19.43 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $95 Shares 364 Est. Cost $110.34 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $92 Shares 540 Est. Cost $154.17 Unrealized +5.7%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $91 Shares 173 Est. Cost $455.89 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $91 Shares 1,408 Est. Cost $54.30 Unrealized +18.9%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $91 Shares 618 Est. Cost $80.92 Unrealized +73.0%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $90 Shares 1,380 Est. Cost $46.89 Unrealized +36.6%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $87 Shares 438 Est. Cost $156.32 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $85 Shares 703 Est. Cost $83.71 Unrealized +31.2%
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $79 Shares 715 Est. Cost $50.45 Unrealized
QCOM QUALCOMM INC COM 0.1%
Value ($000) $75 Shares 440 Est. Cost $71.93 Unrealized +138.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value ($000) $74 Shares 265 Est. Cost $332.59 Unrealized -14.6%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $73 Shares 1,602 Est. Cost $21.06 Unrealized
VAW VANGUARD MATERIALS ETF 0.1%
Value ($000) $71 Shares 337 Est. Cost $96.04 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $70 Shares 597 Est. Cost $109.74 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $67 Shares 585 Est. Cost $78.10 Unrealized +35.6%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $67 Shares 198 Est. Cost $146.14 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $66 Shares 250 Est. Cost $147.58 Unrealized +60.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.1%
Value ($000) $65 Shares 429 Est. Cost $153.11 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.1%
Value ($000) $65 Shares 1,000 Est. Cost $86.91 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $63 Shares 161 Est. Cost $93.73 Unrealized +266.0%
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $62 Shares 358 Est. Cost $121.99 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $61 Shares 902 Est. Cost $56.47 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $60 Shares 488 Est. Cost $38.70 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $59 Shares 544 Est. Cost $57.76 Unrealized +81.9%
FISV FISERV INC COM 0.0%
Value ($000) $59 Shares 330 Est. Cost $111.08 Unrealized +48.5%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $59 Shares 269 Est. Cost $137.87 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $56 Shares 722 Est. Cost $58.83 Unrealized +22.6%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $55 Shares 395 Est. Cost $140.34 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $55 Shares 848 Est. Cost $58.21 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $55 Shares 1,116 Est. Cost $51.74 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $54 Shares 958 Est. Cost $35.45 Unrealized +52.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $54 Shares 310 Est. Cost $149.50 Unrealized
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $52 Shares 212 Est. Cost $258.63 Unrealized
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 0.0%
Value ($000) $52 Shares 3,113 Est. Cost $16.11 Unrealized
IYK ISHARES U.S. CONSUMER STAPLES ETF 0.0%
Value ($000) $52 Shares 732 Est. Cost $80.88 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $51 Shares 577 Est. Cost $57.28 Unrealized +33.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $51 Shares 654 Est. Cost $70.35 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $51 Shares 265 Est. Cost $97.79 Unrealized +83.4%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $51 Shares 103 Est. Cost $423.71 Unrealized +12.1%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $49 Shares 789 Est. Cost $86.72 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $49 Shares 429 Est. Cost $76.94 Unrealized +39.2%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $48 Shares 42 Est. Cost $63.20 Unrealized +16.2%
TTC TORO CO COM 0.0%
Value ($000) $48 Shares 552 Est. Cost $85.68 Unrealized +4.9%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $48 Shares 466 Est. Cost $119.38 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $47 Shares 448 Est. Cost $61.20 Unrealized +71.7%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $47 Shares 565 Est. Cost $55.11 Unrealized
NTES NETEASE INC SPONSORED ADS 0.0%
Value ($000) $47 Shares 500 Est. Cost $93.16 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $46 Shares 520 Est. Cost $29.95 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $44 Shares 245 Est. Cost $83.15 Unrealized +90.6%
BSMS INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF 0.0%
Value ($000) $43 Shares 1,810 Est. Cost $23.76 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.0%
Value ($000) $43 Shares 537 Est. Cost $78.13 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $42 Shares 1,443 Est. Cost $24.81 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $41 Shares 186 Est. Cost $98.28 Unrealized +92.3%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $41 Shares 555 Est. Cost $43.30 Unrealized +51.6%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $40 Shares 200 Est. Cost $144.16 Unrealized +40.4%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $40 Shares 1,016 Est. Cost $28.53 Unrealized +35.9%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $40 Shares 132 Est. Cost $204.57 Unrealized +30.4%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $40 Shares 113 Est. Cost $182.20 Unrealized +77.1%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $39 Shares 412 Est. Cost $84.17 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $39 Shares 241 Est. Cost $125.22 Unrealized +30.9%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $39 Shares 48 Est. Cost $128.39 Unrealized +453.6%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $38 Shares 396 Est. Cost $44.44 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $38 Shares 279 Est. Cost $58.82 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $36 Shares 345 Est. Cost $91.35 Unrealized 0.0%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $35 Shares 352 Est. Cost $76.70 Unrealized
HESS CORP COM 0.0%
Value ($000) $32 Shares 237 Est. Cost $144.17 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $32 Shares 1,628 Est. Cost $19.94 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $32 Shares 83 Est. Cost $368.23 Unrealized
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $31 Shares 348 Est. Cost $113.12 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $31 Shares 155 Est. Cost $180.35 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $30 Shares 116 Est. Cost $160.13 Unrealized +50.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $30 Shares 500 Est. Cost $34.54 Unrealized +67.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $30 Shares 286 Est. Cost $103.98 Unrealized 0.0%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $29 Shares 280 Est. Cost $95.44 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 187 Est. Cost $92.30 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $28 Shares 268 Est. Cost $81.04 Unrealized +19.6%
BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $23.50 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.0%
Value ($000) $27 Shares 301 Est. Cost $83.58 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $27 Shares 331 Est. Cost $54.74 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $27 Shares 54 Est. Cost $358.80 Unrealized +38.8%
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $26 Shares 550 Est. Cost $49.39 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $25 Shares 6 Est. Cost $3508.24 Unrealized +8.1%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $84.59 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $25 Shares 229 Est. Cost $107.65 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $25 Shares 97 Est. Cost $214.15 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $24 Shares 141 Est. Cost $88.17 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $24 Shares 152 Est. Cost $131.74 Unrealized +15.1%
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $24 Shares 200 Est. Cost $107.60 Unrealized
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $24 Shares 203 Est. Cost $51.46 Unrealized +113.8%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $23 Shares 381 Est. Cost $61.11 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $23 Shares 489 Est. Cost $47.12 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $23 Shares 155 Est. Cost $96.60 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $22 Shares 404 Est. Cost $33.25 Unrealized +52.5%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $22 Shares 220 Est. Cost $31.60 Unrealized +193.8%
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $21 Shares 41 Est. Cost $251.41 Unrealized +107.1%
DE DEERE & CO COM 0.0%
Value ($000) $21 Shares 51 Est. Cost $180.13 Unrealized +105.0%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $21 Shares 239 Est. Cost $79.34 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $21 Shares 14 Est. Cost $746.12 Unrealized +88.1%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $20 Shares 103 Est. Cost $191.31 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $20 Shares 75 Est. Cost $227.44 Unrealized +0.3%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $19 Shares 255 Est. Cost $87.14 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 891 Est. Cost $20.82 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $18 Shares 555 Est. Cost $24.80 Unrealized +17.9%
NUE NUCOR CORP COM 0.0%
Value ($000) $17 Shares 115 Est. Cost $39.53 Unrealized +271.4%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $17 Shares 69 Est. Cost $205.41 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $17 Shares 623 Est. Cost $28.71 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $53.44 Unrealized -7.3%
SCHP SCHWAB US TIPS ETF 0.0%
Value ($000) $15 Shares 287 Est. Cost $54.05 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $15 Shares 85 Est. Cost $179.31 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $272.82 Unrealized -37.1%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $15 Shares 404 Est. Cost $34.01 Unrealized
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.0%
Value ($000) $15 Shares 657 Est. Cost $24.31 Unrealized
DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF 0.0%
Value ($000) $15 Shares 301 Est. Cost $49.47 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.0%
Value ($000) $14 Shares 150 Est. Cost $66.67 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $14 Shares 53 Est. Cost $232.64 Unrealized
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 377 Est. Cost $36.74 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $14 Shares 80 Est. Cost $153.07 Unrealized +3.2%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $13 Shares 234 Est. Cost $57.53 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $13 Shares 88 Est. Cost $68.18 Unrealized
FIW FIRST TRUST WATER ETF 0.0%
Value ($000) $13 Shares 115 Est. Cost $94.80 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $13 Shares 70 Est. Cost $157.80 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $12 Shares 65 Est. Cost $92.31 Unrealized
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $12 Shares 556 Est. Cost $17.87 Unrealized +17.2%
MMLG FIRST TRUST MULTI-MANAGER LARGE GROWTH ETF 0.0%
Value ($000) $12 Shares 430 Est. Cost $28.33 Unrealized
AOHY ANGEL OAK HIGH YIELD OPPORTUNITIES ETF 0.0%
Value ($000) $12 Shares 1,079 Est. Cost $10.88 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $12 Shares 94 Est. Cost $111.63 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $12 Shares 191 Est. Cost $58.04 Unrealized
SPGP INVESCO S&P 500 GARP ETF 0.0%
Value ($000) $11 Shares 102 Est. Cost $98.07 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $11 Shares 230 Est. Cost $17.39 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $10 Shares 120 Est. Cost $83.31 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $10 Shares 38 Est. Cost $203.25 Unrealized +20.6%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $10 Shares 50 Est. Cost $179.97 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 239 Est. Cost $35.41 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $94.73 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $10 Shares 46 Est. Cost $183.36 Unrealized +11.4%
T AT&T INC COM 0.0%
Value ($000) $9 Shares 425 Est. Cost $18.17 Unrealized +3.4%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $9 Shares 39 Est. Cost $239.54 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $9 Shares 44 Est. Cost $205.73 Unrealized
META FACEBOOK, INC 0.0%
Value ($000) $9 Shares 16 Est. Cost $490.51 Unrealized +4.4%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 0.0%
Value ($000) $9 Shares 190 Est. Cost $41.25 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $9 Shares 188 Est. Cost $42.83 Unrealized
RYAM RAYONIER ADVANCED MATLS INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $1.92 Unrealized +261.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $8 Shares 67 Est. Cost $105.69 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $64.51 Unrealized +53.3%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $8 Shares 34 Est. Cost $157.65 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $8 Shares 160 Est. Cost $49.63 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 140 Est. Cost $52.83 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $8 Shares 34 Est. Cost $166.66 Unrealized +29.2%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $45.55 Unrealized +142.7%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $7 Shares 53 Est. Cost $119.71 Unrealized +8.1%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $53.61 Unrealized +28.2%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $7 Shares 132 Est. Cost $50.02 Unrealized
TM TOYOTA MOTOR CORP ADS 0.0%
Value ($000) $7 Shares 39 Est. Cost $242.15 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $7 Shares 340 Est. Cost $15.35 Unrealized +19.7%
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $7 Shares 83 Est. Cost $83.20 Unrealized
LPX LOUISIANA PAC CORP COM 0.0%
Value ($000) $7 Shares 63 Est. Cost $27.66 Unrealized +241.0%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $7 Shares 21 Est. Cost $262.24 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $7 Shares 84 Est. Cost $61.23 Unrealized +9.0%
DBO INVESCO DB OIL FUND 0.0%
Value ($000) $6 Shares 450 Est. Cost $13.91 Unrealized
BSCX INVESCO BULLETSHARES 2033 CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 283 Est. Cost $21.58 Unrealized
CARY ANGEL OAK INCOME ETF 0.0%
Value ($000) $6 Shares 288 Est. Cost $20.54 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $6 Shares 40 Est. Cost $112.11 Unrealized +19.7%
ALKS ALKERMES PLC SHS 0.0%
Value ($000) $6 Shares 203 Est. Cost $25.98 Unrealized +2.6%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $6 Shares 47 Est. Cost $113.23 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $6 Shares 68 Est. Cost $122.44 Unrealized -37.4%
MMM 3M CO COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $105.95 Unrealized +12.4%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $5 Shares 93 Est. Cost $55.31 Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $449.63 Unrealized +9.3%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.54 Unrealized
GBTC GRAYSCALE BITCOIN TRUST 0.0%
Value ($000) $5 Shares 105 Est. Cost $56.09 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $5 Shares 140 Est. Cost $22.52 Unrealized +36.3%
EQNR EQUINOR ASA SPONSORED ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $31.64 Unrealized
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value ($000) $5 Shares 131 Est. Cost $31.68 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $5 Shares 204 Est. Cost $24.32 Unrealized -8.8%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 208 Est. Cost $23.04 Unrealized
BP BP P.L.C. 0.0%
Value ($000) $5 Shares 150 Est. Cost $24.01 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $5 Shares 117 Est. Cost $34.34 Unrealized
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $4 Shares 274 Est. Cost $27.39 Unrealized -11.5%
EPP ISHARES MSCI PACIFIC EX-JAPAN ETF 0.0%
Value ($000) $4 Shares 90 Est. Cost $33.33 Unrealized
BSMO INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETF 0.0%
Value ($000) $4 Shares 165 Est. Cost $24.92 Unrealized
SANM SANMINA CORPORATION COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $63.94 Unrealized +7.9%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.0%
Value ($000) $4 Shares 46 Est. Cost $66.95 Unrealized +14.4%
CMA COMERICA INC COM 0.0%
Value ($000) $4 Shares 65 Est. Cost $40.68 Unrealized +27.2%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $147.59 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 36 Est. Cost $72.17 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $4 Shares 22 Est. Cost $153.55 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 46 Est. Cost $88.76 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 69 Est. Cost $51.26 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $200.83 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $4 Shares 43 Est. Cost $36.45 Unrealized +97.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $3 Shares 112 Est. Cost $23.19 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $3 Shares 1 Est. Cost $3070.23 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $95.81 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $3 Shares 117 Est. Cost $48.04 Unrealized -48.2%
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $263.91 Unrealized 0.0%
GE GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $2 Shares 12 Est. Cost $91.47 Unrealized +83.6%
JBL JABIL INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $108.32 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.75 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $315.50 Unrealized +51.5%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $489.86 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $112.73 Unrealized 0.0%
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 0.0%
Value ($000) $2 Shares 70 Est. Cost $25.07 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $2 Shares 4 Est. Cost $410.72 Unrealized 0.0%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $40.85 Unrealized +22.4%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $57.18 Unrealized +143.7%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $2 Shares 6 Est. Cost $166.67 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 27 Est. Cost $46.55 Unrealized +15.6%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $98.13 Unrealized
IFRA ISHARES U.S. INFRASTRUCTURE ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $46.97 Unrealized
DEED FIRST TRUST TCW SECURITIZED PLUS ETF 0.0%
Value ($000) $1 Shares 67 Est. Cost $20.52 Unrealized
TMCI TREACE MED CONCEPTS INC COM 0.0%
Value ($000) $1 Shares 250 Est. Cost $10.10 Unrealized -36.4%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $1 Shares 21 Est. Cost $55.90 Unrealized
FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 0.0%
Value ($000) $1 Shares 34 Est. Cost $40.12 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.35 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $77.00 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.68 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $217.57 Unrealized 0.0%
FG F&G ANNUITIES & LIFE INC COMMON STOCK 0.0%
Value ($000) $1 Shares 24 Est. Cost $35.45 Unrealized +12.8%
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $1 Shares 11 Est. Cost $97.72 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $9.30 Unrealized +44.4%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 18 Est. Cost $28.99 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $1 Shares 3 Est. Cost $158.10 Unrealized +21.2%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $60.70 Unrealized -0.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $0 Shares 8 Est. Cost $48.25 Unrealized
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.52 Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.68 Unrealized +55.8%
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $63.50 Unrealized
AVT AVNET INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.96 Unrealized +12.6%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $24.91 Unrealized +13.3%
MURAL ONCOLOGY PUB LTD CO ORD SHS 0.0%
Value ($000) $0 Shares 20 Est. Cost $5.90 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $42.39 Unrealized +23.0%
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.13 Unrealized -63.1%
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.00 Unrealized
ENVIROTECH VEHICLES INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $1.33 Unrealized