TrueWealth Advisors, LLC Diversified Active

CIK: 0001817714 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 23, 2024

Total Value ($000): $258,985 (100.0% shares, 0.0% debt)

Holdings (208)

SPY SPDR S&P 500 ETF TR 10.0%
Value ($000) $25,806 Shares 49,336 Est. Cost $409.02 Unrealized
ACIO ETF SER SOLUTIONS 5.6%
Value ($000) $14,592 Shares 404,968 Est. Cost $30.67 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 4.6%
Value ($000) $11,803 Shares 436,487 Est. Cost $25.76 Unrealized
DBEF DBX ETF TR 4.3%
Value ($000) $11,118 Shares 271,629 Est. Cost $35.66 Unrealized
SPAB SPDR SER TR 3.6%
Value ($000) $9,363 Shares 370,388 Est. Cost $25.78 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 3.2%
Value ($000) $8,411 Shares 241,554 Est. Cost $24.69 Unrealized
SCHD SCHWAB STRATEGIC TR 3.1%
Value ($000) $8,097 Shares 100,416 Est. Cost $71.12 Unrealized
QQQ INVESCO QQQ TR 2.9%
Value ($000) $7,603 Shares 17,123 Est. Cost $321.56 Unrealized
FRDM EA SERIES TRUST 2.3%
Value ($000) $5,954 Shares 176,527 Est. Cost $30.08 Unrealized
IGRO ISHARES TR 2.1%
Value ($000) $5,433 Shares 80,660 Est. Cost $61.05 Unrealized
SFBS SERVISFIRST BANCSHARES INC 1.7%
Value ($000) $4,369 Shares 65,831 Est. Cost $61.75 Unrealized -0.5%
SJNK SPDR SER TR 1.6%
Value ($000) $4,155 Shares 164,733 Est. Cost $25.00 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $3,812 Shares 82,496 Est. Cost $45.94 Unrealized
JUCY ETF SER SOLUTIONS 1.4%
Value ($000) $3,616 Shares 154,668 Est. Cost $24.92 Unrealized
DRSK ETF SER SOLUTIONS 1.3%
Value ($000) $3,421 Shares 128,317 Est. Cost $26.61 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $3,303 Shares 57,085 Est. Cost $54.68 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $3,040 Shares 7,225 Est. Cost $255.54 Unrealized +56.2%
OSCV ETF SER SOLUTIONS 1.1%
Value ($000) $2,965 Shares 82,443 Est. Cost $31.31 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 1.1%
Value ($000) $2,779 Shares 26,837 Est. Cost $113.26 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 1.1%
Value ($000) $2,776 Shares 6,980 Est. Cost $331.95 Unrealized
SO SOUTHERN CO 1.1%
Value ($000) $2,754 Shares 38,387 Est. Cost $59.59 Unrealized +8.7%
SPIB SPDR SER TR 1.0%
Value ($000) $2,686 Shares 82,169 Est. Cost $31.90 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $2,594 Shares 15,313 Est. Cost $154.42 Unrealized
HEI/A HEICO CORP NEW 0.9%
Value ($000) $2,342 Shares 15,214 Est. Cost $126.45 Unrealized +16.8%
VGSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,301 Shares 39,633 Est. Cost $57.99 Unrealized
PFF ISHARES TR 0.8%
Value ($000) $2,176 Shares 67,500 Est. Cost $31.39 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $2,159 Shares 12,591 Est. Cost $135.49 Unrealized +33.0%
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $2,071 Shares 11,340 Est. Cost $145.07 Unrealized
SCHP SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,038 Shares 39,069 Est. Cost $53.10 Unrealized
CVX CHEVRON CORP NEW 0.7%
Value ($000) $1,869 Shares 11,847 Est. Cost $100.10 Unrealized +38.9%
IVV ISHARES TR 0.7%
Value ($000) $1,828 Shares 3,477 Est. Cost $423.22 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,808 Shares 33,658 Est. Cost $50.33 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $1,644 Shares 14,140 Est. Cost $40.69 Unrealized +141.1%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $1,639 Shares 2,923 Est. Cost $419.96 Unrealized +28.3%
SPYM SPDR SER TR 0.6%
Value ($000) $1,549 Shares 25,182 Est. Cost $45.36 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $1,498 Shares 35,704 Est. Cost $34.63 Unrealized +3.7%
IUSB ISHARES TR 0.6%
Value ($000) $1,472 Shares 32,282 Est. Cost $49.73 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,419 Shares 7,086 Est. Cost $125.81 Unrealized +38.0%
JEPQ J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,411 Shares 26,018 Est. Cost $48.01 Unrealized
T AT&T INC 0.5%
Value ($000) $1,400 Shares 79,529 Est. Cost $14.92 Unrealized +4.7%
FIXD FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,320 Shares 30,266 Est. Cost $46.01 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $1,313 Shares 5,256 Est. Cost $224.87 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,301 Shares 23,153 Est. Cost $52.01 Unrealized
MDIV FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $1,278 Shares 80,968 Est. Cost $14.58 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $1,199 Shares 6,645 Est. Cost $129.61 Unrealized +28.8%
SPG SIMON PPTY GROUP INC NEW 0.4%
Value ($000) $1,136 Shares 7,260 Est. Cost $93.25 Unrealized +42.9%
COWZ PACER FDS TR 0.4%
Value ($000) $1,106 Shares 19,030 Est. Cost $51.61 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value ($000) $1,070 Shares 21,329 Est. Cost $50.71 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $1,059 Shares 5,797 Est. Cost $115.79 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $1,019 Shares 4,001 Est. Cost $166.80 Unrealized +33.1%
TPLC TIMOTHY PLAN 0.4%
Value ($000) $1,018 Shares 24,168 Est. Cost $34.93 Unrealized
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,015 Shares 6,231 Est. Cost $133.32 Unrealized
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,009 Shares 10,882 Est. Cost $100.71 Unrealized
PFFD GLOBAL X FDS 0.4%
Value ($000) $996 Shares 49,416 Est. Cost $20.07 Unrealized
MGC VANGUARD WORLD FD 0.4%
Value ($000) $983 Shares 5,260 Est. Cost $159.86 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $957 Shares 10,136 Est. Cost $54.68 Unrealized
WMB WILLIAMS COS INC 0.4%
Value ($000) $941 Shares 24,148 Est. Cost $16.01 Unrealized +106.0%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $923 Shares 4,831 Est. Cost $113.32 Unrealized +52.3%
LLY ELI LILLY & CO 0.4%
Value ($000) $922 Shares 1,185 Est. Cost $253.50 Unrealized +177.1%
FTSM FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $900 Shares 15,102 Est. Cost $59.36 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $893 Shares 48,683 Est. Cost $10.33 Unrealized +54.8%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $872 Shares 2,534 Est. Cost $279.31 Unrealized
IVE ISHARES TR 0.3%
Value ($000) $858 Shares 4,593 Est. Cost $148.22 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $842 Shares 18,962 Est. Cost $41.74 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $813 Shares 29,083 Est. Cost $27.04 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $757 Shares 5,014 Est. Cost $116.69 Unrealized +21.7%
IYW ISHARES TR 0.3%
Value ($000) $731 Shares 5,409 Est. Cost $89.04 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $709 Shares 4,482 Est. Cost $140.42 Unrealized +7.0%
V VISA INC 0.3%
Value ($000) $708 Shares 2,535 Est. Cost $241.68 Unrealized +12.7%
TSLA TESLA INC 0.3%
Value ($000) $686 Shares 3,902 Est. Cost $247.47 Unrealized -21.1%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $684 Shares 8,397 Est. Cost $63.97 Unrealized
CALF PACER FDS TR 0.3%
Value ($000) $680 Shares 13,835 Est. Cost $44.87 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $665 Shares 8,672 Est. Cost $81.76 Unrealized
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $664 Shares 3,353 Est. Cost $129.40 Unrealized +22.9%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $663 Shares 38,253 Est. Cost $20.44 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $653 Shares 4,420 Est. Cost $129.40 Unrealized
WMT WALMART INC 0.2%
Value ($000) $631 Shares 10,482 Est. Cost $53.17 Unrealized +5.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $627 Shares 3,864 Est. Cost $134.84 Unrealized +11.1%
IJR ISHARES TR 0.2%
Value ($000) $596 Shares 5,396 Est. Cost $108.14 Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $590 Shares 8,981 Est. Cost $66.66 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $586 Shares 1,873 Est. Cost $151.20 Unrealized +77.0%
PFE PFIZER INC 0.2%
Value ($000) $574 Shares 20,676 Est. Cost $29.44 Unrealized -16.3%
QUAL ISHARES TR 0.2%
Value ($000) $571 Shares 3,475 Est. Cost $123.50 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $565 Shares 3,153 Est. Cost $144.61 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.2%
Value ($000) $558 Shares 11,336 Est. Cost $56.85 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $556 Shares 615 Est. Cost $52.69 Unrealized +37.5%
MBB ISHARES TR 0.2%
Value ($000) $552 Shares 5,972 Est. Cost $97.88 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $537 Shares 7,709 Est. Cost $58.41 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $533 Shares 4,583 Est. Cost $111.84 Unrealized +7.7%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $515 Shares 2,253 Est. Cost $212.82 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $507 Shares 10,167 Est. Cost $45.03 Unrealized +4.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $496 Shares 2,416 Est. Cost $169.09 Unrealized +6.9%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $495 Shares 1,751 Est. Cost $188.20 Unrealized +37.1%
FSTA FIDELITY COVINGTON TRUST 0.2%
Value ($000) $493 Shares 10,363 Est. Cost $42.53 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $489 Shares 2,349 Est. Cost $136.85 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $486 Shares 4,021 Est. Cost $100.80 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $473 Shares 7,590 Est. Cost $54.48 Unrealized
CGCP CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $468 Shares 20,836 Est. Cost $22.46 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.2%
Value ($000) $459 Shares 1,476 Est. Cost $190.23 Unrealized +55.5%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $452 Shares 7,276 Est. Cost $69.80 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $438 Shares 13,148 Est. Cost $29.13 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $428 Shares 323 Est. Cost $86.36 Unrealized +40.4%
CODI COMPASS DIVERSIFIED 0.2%
Value ($000) $412 Shares 17,100 Est. Cost $14.90 Unrealized +43.7%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $405 Shares 3,447 Est. Cost $62.28 Unrealized +58.3%
MCD MCDONALDS CORP 0.2%
Value ($000) $398 Shares 1,413 Est. Cost $239.22 Unrealized +16.2%
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $398 Shares 18,929 Est. Cost $19.19 Unrealized -9.4%
DKNG DRAFTKINGS INC NEW 0.2%
Value ($000) $391 Shares 8,621 Est. Cost $26.05 Unrealized +56.2%
ORCL ORACLE CORP 0.2%
Value ($000) $390 Shares 3,107 Est. Cost $104.82 Unrealized +7.2%
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $382 Shares 2,832 Est. Cost $116.21 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $377 Shares 3,636 Est. Cost $95.04 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $374 Shares 822 Est. Cost $342.33 Unrealized +21.5%
EFX EQUIFAX INC 0.1%
Value ($000) $371 Shares 1,387 Est. Cost $216.27 Unrealized +16.1%
DVY ISHARES TR 0.1%
Value ($000) $370 Shares 3,000 Est. Cost $122.67 Unrealized
GSEW GOLDMAN SACHS ETF TR 0.1%
Value ($000) $369 Shares 5,071 Est. Cost $58.13 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $367 Shares 4,342 Est. Cost $73.89 Unrealized
TPHD TIMOTHY PLAN 0.1%
Value ($000) $363 Shares 10,030 Est. Cost $31.36 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $362 Shares 4,219 Est. Cost $51.06 Unrealized +54.2%
BP BP PLC 0.1%
Value ($000) $362 Shares 9,604 Est. Cost $29.94 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $361 Shares 751 Est. Cost $436.63 Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $360 Shares 13,921 Est. Cost $19.72 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $358 Shares 2,339 Est. Cost $172.26 Unrealized -18.7%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $355 Shares 2,822 Est. Cost $87.23 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $355 Shares 1,180 Est. Cost $285.15 Unrealized 0.0%
CGMU CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $350 Shares 12,958 Est. Cost $27.01 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $346 Shares 945 Est. Cost $311.07 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $346 Shares 9,345 Est. Cost $29.53 Unrealized +20.1%
DOW DOW INC 0.1%
Value ($000) $346 Shares 5,973 Est. Cost $41.11 Unrealized +19.1%
HD HOME DEPOT INC 0.1%
Value ($000) $346 Shares 902 Est. Cost $254.69 Unrealized +36.8%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $345 Shares 1,513 Est. Cost $170.19 Unrealized +19.2%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $343 Shares 7,912 Est. Cost $31.52 Unrealized +28.9%
EFV ISHARES TR 0.1%
Value ($000) $343 Shares 6,297 Est. Cost $50.49 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $342 Shares 736 Est. Cost $326.25 Unrealized +29.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $337 Shares 4,603 Est. Cost $58.83 Unrealized +22.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $335 Shares 6,678 Est. Cost $44.87 Unrealized -6.8%
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $326 Shares 10,863 Est. Cost $27.79 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $326 Shares 6,859 Est. Cost $42.65 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $322 Shares 1,783 Est. Cost $174.81 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $319 Shares 1,803 Est. Cost $113.03 Unrealized +25.6%
MPC MARATHON PETE CORP 0.1%
Value ($000) $318 Shares 1,579 Est. Cost $164.35 Unrealized 0.0%
BA BOEING CO 0.1%
Value ($000) $318 Shares 1,648 Est. Cost $163.57 Unrealized +25.6%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $314 Shares 4,769 Est. Cost $56.39 Unrealized
CSL CARLISLE COS INC 0.1%
Value ($000) $313 Shares 800 Est. Cost $214.72 Unrealized +54.6%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $309 Shares 1,493 Est. Cost $126.22 Unrealized +35.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $307 Shares 8,085 Est. Cost $24.25 Unrealized +35.2%
C CITIGROUP INC 0.1%
Value ($000) $305 Shares 4,830 Est. Cost $41.35 Unrealized +27.0%
IJS ISHARES TR 0.1%
Value ($000) $301 Shares 2,933 Est. Cost $95.17 Unrealized
IBD NORTHERN LTS FD TR IV 0.1%
Value ($000) $298 Shares 12,681 Est. Cost $23.14 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $297 Shares 6,146 Est. Cost $49.72 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.1%
Value ($000) $294 Shares 3,854 Est. Cost $67.82 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $292 Shares 2,210 Est. Cost $95.44 Unrealized +21.3%
HDV ISHARES TR 0.1%
Value ($000) $291 Shares 2,643 Est. Cost $93.33 Unrealized
IWP ISHARES TR 0.1%
Value ($000) $291 Shares 2,552 Est. Cost $105.41 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $290 Shares 1,591 Est. Cost $135.37 Unrealized +19.7%
AGG ISHARES TR 0.1%
Value ($000) $290 Shares 2,957 Est. Cost $115.19 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $289 Shares 1,897 Est. Cost $143.27 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $289 Shares 300 Est. Cost $625.92 Unrealized +51.1%
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $288 Shares 3,987 Est. Cost $99.53 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $288 Shares 3,820 Est. Cost $89.00 Unrealized
BLACKROCK INC 0.1%
Value ($000) $286 Shares 344 Est. Cost $832.69 Unrealized
CHE CHEMED CORP NEW 0.1%
Value ($000) $283 Shares 441 Est. Cost $528.67 Unrealized +14.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $282 Shares 4,025 Est. Cost $71.84 Unrealized -15.7%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $281 Shares 1,081 Est. Cost $237.22 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $280 Shares 4,820 Est. Cost $45.80 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $278 Shares 6,657 Est. Cost $50.00 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $275 Shares 566 Est. Cost $443.21 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $275 Shares 524 Est. Cost $388.89 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $273 Shares 6,155 Est. Cost $44.40 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $265 Shares 1,563 Est. Cost $161.27 Unrealized +13.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $264 Shares 2,326 Est. Cost $84.10 Unrealized +18.2%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $263 Shares 6,230 Est. Cost $41.97 Unrealized
CPRT COPART INC 0.1%
Value ($000) $260 Shares 4,493 Est. Cost $47.24 Unrealized +8.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $259 Shares 1,313 Est. Cost $170.10 Unrealized +9.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $256 Shares 3,205 Est. Cost $72.79 Unrealized -2.7%
PSX PHILLIPS 66 0.1%
Value ($000) $254 Shares 1,556 Est. Cost $134.98 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $253 Shares 1,236 Est. Cost $172.97 Unrealized +13.0%
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $253 Shares 10,316 Est. Cost $24.48 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $252 Shares 11,077 Est. Cost $25.25 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $251 Shares 506 Est. Cost $478.69 Unrealized +2.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $247 Shares 5,657 Est. Cost $37.31 Unrealized -4.3%
GWW GRAINGER W W INC 0.1%
Value ($000) $245 Shares 241 Est. Cost $917.50 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $243 Shares 3,979 Est. Cost $56.61 Unrealized +0.2%
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $241 Shares 10,500 Est. Cost $15.12 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $240 Shares 5,252 Est. Cost $53.47 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $235 Shares 2,429 Est. Cost $87.73 Unrealized +0.8%
TLT ISHARES TR 0.1%
Value ($000) $235 Shares 2,479 Est. Cost $101.83 Unrealized
IJH ISHARES TR 0.1%
Value ($000) $232 Shares 3,825 Est. Cost $98.91 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $232 Shares 4,540 Est. Cost $50.86 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $231 Shares 1,125 Est. Cost $205.72 Unrealized
CWS ADVISORSHARES TR 0.1%
Value ($000) $231 Shares 3,626 Est. Cost $63.69 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $231 Shares 12,285 Est. Cost $18.63 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $230 Shares 4,997 Est. Cost $51.84 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $228 Shares 2,388 Est. Cost $70.30 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $228 Shares 2,657 Est. Cost $74.90 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $223 Shares 441 Est. Cost $537.66 Unrealized +6.6%
UNP UNION PAC CORP 0.1%
Value ($000) $220 Shares 896 Est. Cost $187.63 Unrealized +25.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $218 Shares 854 Est. Cost $200.12 Unrealized +18.8%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $214 Shares 667 Est. Cost $306.18 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $213 Shares 1,219 Est. Cost $160.89 Unrealized -2.3%
FLMI FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $210 Shares 8,576 Est. Cost $24.53 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $208 Shares 5,400 Est. Cost $38.48 Unrealized
FLRT PACER FDS TR 0.1%
Value ($000) $206 Shares 4,341 Est. Cost $47.56 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $204 Shares 1,133 Est. Cost $180.41 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $203 Shares 4,595 Est. Cost $40.04 Unrealized +10.0%
SHYG ISHARES TR 0.1%
Value ($000) $202 Shares 4,749 Est. Cost $43.25 Unrealized
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $202 Shares 4,000 Est. Cost $50.52 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.1%
Value ($000) $201 Shares 3,185 Est. Cost $63.17 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $201 Shares 3,430 Est. Cost $57.15 Unrealized
DNP SELECT INCOME FD INC 0.1%
Value ($000) $166 Shares 18,307 Est. Cost $10.80 Unrealized