TrueWealth Advisors, LLC Diversified Active

CIK: 0001817714 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 7, 2023

Total Value ($000): $237,002 (100.0% shares, 0.0% debt)

Holdings (196)

SPY SPDR S&P 500 ETF TR 9.9%
Value ($000) $23,362 Shares 54,652 Est. Cost $407.25 Unrealized
SPAB SPDR SER TR 5.0%
Value ($000) $11,737 Shares 482,203 Est. Cost $25.78 Unrealized
ACIO ETF SER SOLUTIONS 4.7%
Value ($000) $11,151 Shares 366,444 Est. Cost $30.27 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 4.3%
Value ($000) $10,128 Shares 396,772 Est. Cost $25.53 Unrealized
SCHD SCHWAB STRATEGIC TR 3.7%
Value ($000) $8,856 Shares 125,160 Est. Cost $71.04 Unrealized
DBEF DBX ETF TR 3.7%
Value ($000) $8,717 Shares 249,760 Est. Cost $35.24 Unrealized
JUCY ETF SER SOLUTIONS 3.6%
Value ($000) $8,645 Shares 356,917 Est. Cost $24.92 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 3.6%
Value ($000) $8,428 Shares 298,560 Est. Cost $24.20 Unrealized
QQQ INVESCO QQQ TR 2.7%
Value ($000) $6,355 Shares 17,739 Est. Cost $317.17 Unrealized
OSCV ETF SER SOLUTIONS 2.1%
Value ($000) $4,893 Shares 161,309 Est. Cost $31.20 Unrealized
IGRO ISHARES TR 1.9%
Value ($000) $4,434 Shares 74,753 Est. Cost $60.79 Unrealized
FRDM EA SERIES TRUST 1.9%
Value ($000) $4,408 Shares 155,702 Est. Cost $29.66 Unrealized
PFF ISHARES TR 1.7%
Value ($000) $4,031 Shares 133,697 Est. Cost $31.40 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $3,913 Shares 65,855 Est. Cost $59.36 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $3,639 Shares 67,946 Est. Cost $54.68 Unrealized
SFBS SERVISFIRST BANCSHARES INC 1.4%
Value ($000) $3,434 Shares 65,817 Est. Cost $61.75 Unrealized -18.1%
SPIB SPDR SER TR 1.3%
Value ($000) $3,075 Shares 97,780 Est. Cost $31.90 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.2%
Value ($000) $2,773 Shares 8,279 Est. Cost $331.95 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $2,666 Shares 46,282 Est. Cost $57.99 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $2,478 Shares 63,234 Est. Cost $41.74 Unrealized
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,226 Shares 7,050 Est. Cost $251.89 Unrealized +28.9%
SJNK SPDR SER TR 0.9%
Value ($000) $2,225 Shares 90,964 Est. Cost $24.80 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $2,149 Shares 12,550 Est. Cost $132.98 Unrealized +36.4%
SCHP SCHWAB STRATEGIC TR 0.9%
Value ($000) $2,136 Shares 42,302 Est. Cost $53.10 Unrealized
CVX CHEVRON CORP NEW 0.9%
Value ($000) $2,114 Shares 12,535 Est. Cost $100.10 Unrealized +45.6%
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $1,971 Shares 12,687 Est. Cost $145.07 Unrealized
HEI/A HEICO CORP NEW 0.8%
Value ($000) $1,965 Shares 15,203 Est. Cost $126.45 Unrealized +6.9%
IIPR INNOVATIVE INDL PPTYS INC 0.8%
Value ($000) $1,932 Shares 25,539 Est. Cost $113.79 Unrealized
IVV ISHARES TR 0.8%
Value ($000) $1,856 Shares 4,321 Est. Cost $419.02 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,695 Shares 14,418 Est. Cost $40.69 Unrealized +148.3%
MDIV FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,632 Shares 111,787 Est. Cost $14.58 Unrealized
SO SOUTHERN CO 0.7%
Value ($000) $1,562 Shares 24,129 Est. Cost $57.08 Unrealized +11.7%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $1,486 Shares 3,068 Est. Cost $412.93 Unrealized +16.9%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,406 Shares 9,922 Est. Cost $146.53 Unrealized
PFFD GLOBAL X FDS 0.6%
Value ($000) $1,363 Shares 72,469 Est. Cost $20.07 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,357 Shares 27,487 Est. Cost $49.89 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $1,246 Shares 24,787 Est. Cost $45.06 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,232 Shares 5,918 Est. Cost $224.87 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,218 Shares 28,954 Est. Cost $46.36 Unrealized
IUSB ISHARES TR 0.5%
Value ($000) $1,140 Shares 26,080 Est. Cost $50.66 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,140 Shares 35,171 Est. Cost $34.70 Unrealized -16.5%
T AT&T INC 0.5%
Value ($000) $1,139 Shares 75,826 Est. Cost $14.98 Unrealized -13.5%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,058 Shares 11,704 Est. Cost $54.68 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $1,009 Shares 22,052 Est. Cost $44.65 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $1,008 Shares 23,058 Est. Cost $50.71 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $963 Shares 6,258 Est. Cost $143.12 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $959 Shares 3,832 Est. Cost $250.39 Unrealized +2.6%
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $957 Shares 20,395 Est. Cost $46.97 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $940 Shares 6,814 Est. Cost $133.32 Unrealized
MGC VANGUARD WORLD FD 0.4%
Value ($000) $900 Shares 5,929 Est. Cost $159.86 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $883 Shares 12,148 Est. Cost $100.71 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $878 Shares 6,054 Est. Cost $120.67 Unrealized +17.9%
WMB WILLIAMS COS INC 0.4%
Value ($000) $876 Shares 25,998 Est. Cost $16.01 Unrealized +92.8%
LOW LOWES COS INC 0.4%
Value ($000) $832 Shares 4,003 Est. Cost $166.80 Unrealized +28.8%
TPLC TIMOTHY PLAN 0.4%
Value ($000) $830 Shares 24,084 Est. Cost $34.73 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $826 Shares 51,707 Est. Cost $20.58 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $814 Shares 49,081 Est. Cost $10.33 Unrealized +47.8%
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $811 Shares 5,504 Est. Cost $112.24 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $800 Shares 26,383 Est. Cost $29.13 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $784 Shares 7,260 Est. Cost $93.25 Unrealized +10.7%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $771 Shares 2,833 Est. Cost $279.31 Unrealized
DRSK ETF SER SOLUTIONS 0.3%
Value ($000) $734 Shares 31,483 Est. Cost $25.97 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $732 Shares 5,755 Est. Cost $124.25 Unrealized +7.8%
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $730 Shares 9,707 Est. Cost $81.76 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $727 Shares 5,557 Est. Cost $115.01 Unrealized +11.6%
FSTA FIDELITY COVINGTON TRUST 0.3%
Value ($000) $717 Shares 16,831 Est. Cost $42.53 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $711 Shares 4,564 Est. Cost $140.42 Unrealized +9.2%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $666 Shares 4,746 Est. Cost $112.64 Unrealized +17.0%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $646 Shares 4,426 Est. Cost $134.84 Unrealized +6.9%
BNDX VANGUARD CHARLOTTE FDS 0.3%
Value ($000) $621 Shares 12,989 Est. Cost $56.85 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $601 Shares 12,718 Est. Cost $49.72 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $601 Shares 8,873 Est. Cost $63.97 Unrealized
WMT WALMART INC 0.3%
Value ($000) $598 Shares 3,737 Est. Cost $48.80 Unrealized +6.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $585 Shares 1,089 Est. Cost $201.97 Unrealized +150.9%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $583 Shares 5,752 Est. Cost $87.23 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $564 Shares 5,374 Est. Cost $86.92 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $552 Shares 10,264 Est. Cost $44.93 Unrealized +12.0%
IJR ISHARES TR 0.2%
Value ($000) $549 Shares 5,821 Est. Cost $108.14 Unrealized
TLT ISHARES TR 0.2%
Value ($000) $540 Shares 6,089 Est. Cost $101.83 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $537 Shares 4,168 Est. Cost $128.46 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $533 Shares 4,900 Est. Cost $111.84 Unrealized -2.1%
FVD FIRST TR VALUE LINE DIVID IN 0.2%
Value ($000) $509 Shares 13,604 Est. Cost $41.97 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $506 Shares 5,702 Est. Cost $98.04 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $491 Shares 3,722 Est. Cost $121.74 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $488 Shares 2,640 Est. Cost $169.09 Unrealized +2.8%
COWZ PACER FDS TR 0.2%
Value ($000) $486 Shares 9,838 Est. Cost $49.43 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $481 Shares 5,114 Est. Cost $115.19 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $478 Shares 3,146 Est. Cost $144.61 Unrealized
EFV ISHARES TR 0.2%
Value ($000) $459 Shares 9,380 Est. Cost $50.49 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $453 Shares 13,649 Est. Cost $33.96 Unrealized -10.0%
FENY FIDELITY COVINGTON TRUST 0.2%
Value ($000) $448 Shares 17,973 Est. Cost $19.72 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $439 Shares 2,056 Est. Cost $151.20 Unrealized +38.7%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $438 Shares 7,437 Est. Cost $67.24 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $435 Shares 2,300 Est. Cost $212.82 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $424 Shares 11,217 Est. Cost $42.65 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $420 Shares 4,065 Est. Cost $100.80 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $413 Shares 1,867 Est. Cost $188.20 Unrealized +12.2%
V VISA INC 0.2%
Value ($000) $403 Shares 1,752 Est. Cost $236.17 Unrealized 0.0%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $392 Shares 6,675 Est. Cost $56.39 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $390 Shares 8,793 Est. Cost $31.52 Unrealized +31.7%
EFG ISHARES TR 0.2%
Value ($000) $385 Shares 4,456 Est. Cost $95.04 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $382 Shares 2,330 Est. Cost $134.33 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $381 Shares 1,446 Est. Cost $239.22 Unrealized +12.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $368 Shares 7,276 Est. Cost $69.80 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.2%
Value ($000) $359 Shares 6,004 Est. Cost $58.13 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $355 Shares 7,169 Est. Cost $45.80 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $354 Shares 1,541 Est. Cost $229.55 Unrealized
BP BP PLC 0.1%
Value ($000) $352 Shares 9,088 Est. Cost $29.69 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $349 Shares 6,651 Est. Cost $53.37 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $344 Shares 841 Est. Cost $342.33 Unrealized +21.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $342 Shares 678 Est. Cost $469.94 Unrealized 0.0%
TDIV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $335 Shares 5,969 Est. Cost $56.09 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $333 Shares 3,513 Est. Cost $62.28 Unrealized +35.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $326 Shares 4,352 Est. Cost $57.94 Unrealized +22.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $325 Shares 18,898 Est. Cost $19.19 Unrealized -11.7%
AFL AFLAC INC 0.1%
Value ($000) $323 Shares 4,211 Est. Cost $51.06 Unrealized +38.1%
DVY ISHARES TR 0.1%
Value ($000) $323 Shares 3,000 Est. Cost $122.67 Unrealized
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $321 Shares 17,100 Est. Cost $14.90 Unrealized +29.3%
BA BOEING CO 0.1%
Value ($000) $316 Shares 1,648 Est. Cost $163.57 Unrealized +33.8%
TIP ISHARES TR 0.1%
Value ($000) $312 Shares 3,011 Est. Cost $121.88 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $310 Shares 2,367 Est. Cost $172.26 Unrealized -18.8%
IJS ISHARES TR 0.1%
Value ($000) $309 Shares 3,464 Est. Cost $95.17 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $308 Shares 6,953 Est. Cost $51.84 Unrealized
TFLO ISHARES TR 0.1%
Value ($000) $306 Shares 6,028 Est. Cost $50.74 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $304 Shares 1,008 Est. Cost $254.69 Unrealized +19.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $303 Shares 6,045 Est. Cost $50.14 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $302 Shares 4,099 Est. Cost $74.90 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $302 Shares 4,500 Est. Cost $99.53 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $298 Shares 7,140 Est. Cost $41.70 Unrealized
TPHD TIMOTHY PLAN 0.1%
Value ($000) $298 Shares 9,720 Est. Cost $31.16 Unrealized
DOW DOW INC 0.1%
Value ($000) $295 Shares 5,713 Est. Cost $40.98 Unrealized +13.0%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $292 Shares 1,883 Est. Cost $115.34 Unrealized +16.3%
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $292 Shares 2,623 Est. Cost $114.72 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $291 Shares 4,024 Est. Cost $89.00 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $291 Shares 8,695 Est. Cost $35.85 Unrealized
IBD NORTHERN LTS FD TR IV 0.1%
Value ($000) $290 Shares 12,821 Est. Cost $23.13 Unrealized
CSX CSX CORP 0.1%
Value ($000) $290 Shares 9,421 Est. Cost $29.47 Unrealized +3.8%
EFX EQUIFAX INC 0.1%
Value ($000) $284 Shares 1,550 Est. Cost $216.27 Unrealized -7.2%
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $281 Shares 4,339 Est. Cost $66.61 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $279 Shares 7,116 Est. Cost $50.19 Unrealized
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $278 Shares 10,546 Est. Cost $27.70 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $275 Shares 1,174 Est. Cost $150.99 Unrealized +55.0%
ADBE ADOBE INC 0.1%
Value ($000) $274 Shares 537 Est. Cost $524.63 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value ($000) $274 Shares 330 Est. Cost $83.97 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $271 Shares 6,189 Est. Cost $53.47 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $270 Shares 1,941 Est. Cost $120.35 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value ($000) $265 Shares 712 Est. Cost $322.30 Unrealized +14.5%
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $262 Shares 10,500 Est. Cost $15.12 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $261 Shares 2,643 Est. Cost $93.33 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $261 Shares 10,896 Est. Cost $30.67 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $256 Shares 5,026 Est. Cost $50.86 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $255 Shares 3,658 Est. Cost $72.79 Unrealized -11.3%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $255 Shares 8,651 Est. Cost $23.04 Unrealized +28.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $253 Shares 9,244 Est. Cost $24.25 Unrealized +14.7%
PEP PEPSICO INC 0.1%
Value ($000) $252 Shares 1,484 Est. Cost $160.89 Unrealized +3.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $250 Shares 2,587 Est. Cost $84.10 Unrealized +8.4%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $247 Shares 300 Est. Cost $625.92 Unrealized +24.9%
GIS GENERAL MLS INC 0.1%
Value ($000) $246 Shares 3,837 Est. Cost $72.53 Unrealized -11.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $240 Shares 1,457 Est. Cost $167.65 Unrealized 0.0%
IYH ISHARES TR 0.1%
Value ($000) $239 Shares 885 Est. Cost $261.16 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $238 Shares 1,984 Est. Cost $107.88 Unrealized 0.0%
CHE CHEMED CORP NEW 0.1%
Value ($000) $237 Shares 456 Est. Cost $515.33 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $234 Shares 564 Est. Cost $388.89 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $234 Shares 10,614 Est. Cost $25.36 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $234 Shares 938 Est. Cost $249.35 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $233 Shares 2,552 Est. Cost $105.41 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $233 Shares 1,338 Est. Cost $159.27 Unrealized +11.1%
FLRT PACER FDS TR 0.1%
Value ($000) $231 Shares 4,943 Est. Cost $46.68 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $229 Shares 1,126 Est. Cost $187.63 Unrealized +9.9%
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $227 Shares 12,357 Est. Cost $18.62 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $227 Shares 3,034 Est. Cost $70.30 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $225 Shares 4,576 Est. Cost $51.01 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $223 Shares 3,975 Est. Cost $56.68 Unrealized -1.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $222 Shares 3,577 Est. Cost $68.40 Unrealized -3.6%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $219 Shares 4,592 Est. Cost $46.14 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $217 Shares 1,214 Est. Cost $170.29 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value ($000) $217 Shares 1,457 Est. Cost $135.33 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $216 Shares 5,138 Est. Cost $37.47 Unrealized -2.8%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $216 Shares 762 Est. Cost $265.42 Unrealized +3.6%
SLYG SPDR SER TR 0.1%
Value ($000) $215 Shares 2,929 Est. Cost $80.17 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $214 Shares 3,114 Est. Cost $72.31 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $213 Shares 490 Est. Cost $44.77 Unrealized 0.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 0.1%
Value ($000) $213 Shares 8,862 Est. Cost $25.93 Unrealized
SHYG ISHARES TR 0.1%
Value ($000) $210 Shares 5,108 Est. Cost $43.25 Unrealized
CSL CARLISLE COS INC 0.1%
Value ($000) $207 Shares 800 Est. Cost $214.72 Unrealized +21.4%
AMGN AMGEN INC 0.1%
Value ($000) $204 Shares 761 Est. Cost $231.86 Unrealized 0.0%
MRK MERCK & CO INC 0.1%
Value ($000) $204 Shares 1,984 Est. Cost $93.48 Unrealized +6.8%
IVW ISHARES TR 0.1%
Value ($000) $204 Shares 2,984 Est. Cost $68.42 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $203 Shares 3,547 Est. Cost $57.15 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $202 Shares 2,793 Est. Cost $69.96 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $202 Shares 657 Est. Cost $279.68 Unrealized +8.8%
ORCL ORACLE CORP 0.1%
Value ($000) $201 Shares 1,898 Est. Cost $100.39 Unrealized +12.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $200 Shares 2,269 Est. Cost $87.69 Unrealized -4.7%
SHY ISHARES TR 0.1%
Value ($000) $200 Shares 2,472 Est. Cost $85.81 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value ($000) $197 Shares 20,693 Est. Cost $10.85 Unrealized
BLACKROCK INCOME TR INC 0.1%
Value ($000) $127 Shares 11,148 Est. Cost $12.32 Unrealized