TrueWealth Advisors, LLC Diversified Active

CIK: 0001817714 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 3, 2025

Total Value ($000): $337,898 (100.0% shares, 0.0% debt)

Holdings (217)

GRNY TIDAL TRUST I 7.1%
Value ($000) $24,086 Shares 1,062,010 Est. Cost $19.36 Unrealized
SPY SPDR S&P 500 ETF TR 6.6%
Value ($000) $22,397 Shares 36,250 Est. Cost $409.02 Unrealized
CGMS CAPITAL GRP FIXED INCM ETF T 6.4%
Value ($000) $21,536 Shares 779,709 Est. Cost $26.46 Unrealized
ACIO ETF SER SOLUTIONS 5.2%
Value ($000) $17,408 Shares 420,489 Est. Cost $33.02 Unrealized
DRSK ETF SER SOLUTIONS 3.5%
Value ($000) $11,705 Shares 407,274 Est. Cost $27.29 Unrealized
QQQ INVESCO QQQ TR 3.4%
Value ($000) $11,392 Shares 20,652 Est. Cost $349.93 Unrealized
DBEF DBX ETF TR 2.8%
Value ($000) $9,414 Shares 215,188 Est. Cost $36.43 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 2.7%
Value ($000) $9,284 Shares 263,145 Est. Cost $26.61 Unrealized
FBND FIDELITY MERRIMACK STR TR 2.2%
Value ($000) $7,564 Shares 165,338 Est. Cost $46.24 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 1.9%
Value ($000) $6,351 Shares 138,403 Est. Cost $45.90 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $6,130 Shares 62,395 Est. Cost $100.66 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 1.7%
Value ($000) $5,896 Shares 236,886 Est. Cost $24.93 Unrealized
IGRO ISHARES TR 1.7%
Value ($000) $5,579 Shares 70,717 Est. Cost $62.10 Unrealized
FRDM EA SERIES TRUST 1.5%
Value ($000) $5,201 Shares 128,729 Est. Cost $30.21 Unrealized
SCHD SCHWAB STRATEGIC TR 1.5%
Value ($000) $5,174 Shares 195,256 Est. Cost $44.63 Unrealized
SFBS SERVISFIRST BANCSHARES INC 1.5%
Value ($000) $5,082 Shares 65,563 Est. Cost $61.75 Unrealized +17.9%
SO SOUTHERN CO 1.2%
Value ($000) $3,980 Shares 43,346 Est. Cost $61.81 Unrealized +42.4%
HEI/A HEICO CORP NEW 1.2%
Value ($000) $3,941 Shares 15,232 Est. Cost $126.45 Unrealized +72.9%
SJNK SPDR SERIES TRUST 1.1%
Value ($000) $3,858 Shares 151,401 Est. Cost $25.02 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 1.0%
Value ($000) $3,390 Shares 61,389 Est. Cost $78.47 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.9%
Value ($000) $3,202 Shares 7,267 Est. Cost $338.94 Unrealized
OALC UNIFIED SER TR 0.9%
Value ($000) $2,878 Shares 88,691 Est. Cost $29.25 Unrealized
SPAB SPDR SERIES TRUST 0.8%
Value ($000) $2,757 Shares 107,710 Est. Cost $25.78 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.8%
Value ($000) $2,709 Shares 47,644 Est. Cost $54.74 Unrealized
COWZ PACER FDS TR 0.8%
Value ($000) $2,691 Shares 48,835 Est. Cost $54.21 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,676 Shares 45,517 Est. Cost $58.16 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,670 Shares 5,367 Est. Cost $255.54 Unrealized +69.2%
RDVY FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $2,432 Shares 38,768 Est. Cost $54.36 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,420 Shares 49,293 Est. Cost $50.53 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $2,263 Shares 11,030 Est. Cost $135.49 Unrealized +48.6%
JEPQ J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $2,219 Shares 40,790 Est. Cost $50.52 Unrealized
T AT&T INC 0.6%
Value ($000) $2,161 Shares 74,660 Est. Cost $14.92 Unrealized +80.7%
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $2,132 Shares 11,731 Est. Cost $163.63 Unrealized
IBD NORTHERN LTS FD TR IV 0.6%
Value ($000) $1,964 Shares 81,784 Est. Cost $23.70 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,962 Shares 9,588 Est. Cost $145.07 Unrealized
SPIB SPDR SERIES TRUST 0.6%
Value ($000) $1,910 Shares 56,888 Est. Cost $31.90 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $1,910 Shares 8,704 Est. Cost $144.28 Unrealized +37.2%
SPYM SPDR SERIES TRUST 0.6%
Value ($000) $1,880 Shares 25,866 Est. Cost $48.09 Unrealized
OSCV ETF SER SOLUTIONS 0.5%
Value ($000) $1,773 Shares 49,096 Est. Cost $31.31 Unrealized
TPLC TIMOTHY PLAN 0.5%
Value ($000) $1,611 Shares 35,886 Est. Cost $39.86 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,603 Shares 11,193 Est. Cost $114.58 Unrealized +19.6%
QQQM INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $1,571 Shares 6,919 Est. Cost $134.85 Unrealized
WMB WILLIAMS COS INC 0.5%
Value ($000) $1,559 Shares 24,823 Est. Cost $21.86 Unrealized +163.8%
GL GLOBE LIFE INC 0.5%
Value ($000) $1,525 Shares 12,266 Est. Cost $92.38 Unrealized +30.9%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,486 Shares 13,785 Est. Cost $42.88 Unrealized +143.7%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,469 Shares 33,955 Est. Cost $34.97 Unrealized +19.6%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,412 Shares 4,869 Est. Cost $129.16 Unrealized +95.6%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $1,409 Shares 5,034 Est. Cost $225.51 Unrealized
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $1,404 Shares 47,739 Est. Cost $10.50 Unrealized +154.9%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,395 Shares 8,831 Est. Cost $106.78 Unrealized +17.8%
ROP ROPER TECHNOLOGIES INC 0.4%
Value ($000) $1,373 Shares 2,423 Est. Cost $419.96 Unrealized +33.9%
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,358 Shares 50,901 Est. Cost $39.98 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,351 Shares 4,582 Est. Cost $115.62 Unrealized +119.5%
WMT WALMART INC 0.4%
Value ($000) $1,322 Shares 13,518 Est. Cost $63.30 Unrealized +49.7%
BUFR FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $1,294 Shares 40,698 Est. Cost $28.39 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $1,291 Shares 4,063 Est. Cost $239.17 Unrealized +26.0%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,267 Shares 43,376 Est. Cost $45.79 Unrealized
DBEM DBX ETF TR 0.4%
Value ($000) $1,228 Shares 44,940 Est. Cost $25.65 Unrealized
COWG PACER FDS TR 0.3%
Value ($000) $1,174 Shares 33,431 Est. Cost $31.78 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $1,151 Shares 7,160 Est. Cost $93.25 Unrealized +63.8%
ORCL ORACLE CORP 0.3%
Value ($000) $1,142 Shares 5,221 Est. Cost $121.28 Unrealized +32.6%
FPE FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $1,065 Shares 59,848 Est. Cost $19.44 Unrealized
MGC VANGUARD WORLD FD 0.3%
Value ($000) $1,006 Shares 4,473 Est. Cost $161.41 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $1,006 Shares 7,377 Est. Cost $59.37 Unrealized +97.5%
RDVI FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $932 Shares 37,736 Est. Cost $23.89 Unrealized
AXON AXON ENTERPRISE INC 0.3%
Value ($000) $919 Shares 1,110 Est. Cost $324.58 Unrealized +109.6%
LLY ELI LILLY & CO 0.3%
Value ($000) $910 Shares 1,167 Est. Cost $474.11 Unrealized +63.1%
CGCP CAPITAL GRP FIXED INCM ETF T 0.3%
Value ($000) $907 Shares 40,298 Est. Cost $22.45 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $882 Shares 3,977 Est. Cost $166.80 Unrealized +32.3%
IVE ISHARES TR 0.3%
Value ($000) $881 Shares 4,508 Est. Cost $150.83 Unrealized
CWS ADVISORSHARES TR 0.3%
Value ($000) $870 Shares 12,431 Est. Cost $66.15 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $846 Shares 9,379 Est. Cost $61.78 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $843 Shares 53,350 Est. Cost $14.58 Unrealized
TBIL RBB FD INC 0.2%
Value ($000) $831 Shares 16,631 Est. Cost $50.04 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $815 Shares 3,168 Est. Cost $178.27 Unrealized +22.6%
CCJ CAMECO CORP 0.2%
Value ($000) $794 Shares 10,693 Est. Cost $53.52 Unrealized -0.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $792 Shares 1,630 Est. Cost $464.17 Unrealized +9.4%
JUCY ETF SER SOLUTIONS 0.2%
Value ($000) $792 Shares 35,605 Est. Cost $24.92 Unrealized
VST VISTRA CORP 0.2%
Value ($000) $759 Shares 3,917 Est. Cost $138.90 Unrealized +6.2%
JCI JOHNSON CTLS INTL PLC 0.2%
Value ($000) $743 Shares 7,033 Est. Cost $79.42 Unrealized +15.5%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $727 Shares 29,757 Est. Cost $38.23 Unrealized
NGS NATURAL GAS SVCS GROUP INC 0.2%
Value ($000) $726 Shares 28,145 Est. Cost $23.45 Unrealized -5.3%
CGMU CAPITAL GRP FIXED INCM ETF T 0.2%
Value ($000) $726 Shares 27,192 Est. Cost $27.04 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $722 Shares 30,707 Est. Cost $19.62 Unrealized +4.9%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $720 Shares 8,491 Est. Cost $56.12 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $708 Shares 4,087 Est. Cost $89.04 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value ($000) $703 Shares 4,868 Est. Cost $102.43 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $696 Shares 12,202 Est. Cost $50.81 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.2%
Value ($000) $690 Shares 14,844 Est. Cost $36.21 Unrealized 0.0%
OAIM UNIFIED SER TR 0.2%
Value ($000) $686 Shares 17,961 Est. Cost $33.42 Unrealized
FLRT PACER FDS TR 0.2%
Value ($000) $679 Shares 14,259 Est. Cost $47.47 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $678 Shares 2,543 Est. Cost $236.21 Unrealized +9.0%
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $656 Shares 13,786 Est. Cost $41.74 Unrealized
TPSC TIMOTHY PLAN 0.2%
Value ($000) $644 Shares 16,653 Est. Cost $37.05 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $644 Shares 3,644 Est. Cost $134.45 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $625 Shares 3,546 Est. Cost $130.74 Unrealized +24.9%
IWD ISHARES TR 0.2%
Value ($000) $624 Shares 3,214 Est. Cost $146.12 Unrealized
PFFD GLOBAL X FDS 0.2%
Value ($000) $620 Shares 32,941 Est. Cost $20.07 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $618 Shares 1,138 Est. Cost $445.25 Unrealized +17.4%
IVV ISHARES TR 0.2%
Value ($000) $610 Shares 983 Est. Cost $435.43 Unrealized
SDVD FIRST TR EXCH TRADED FD III 0.2%
Value ($000) $605 Shares 29,500 Est. Cost $21.00 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $602 Shares 11,240 Est. Cost $53.53 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $596 Shares 7,007 Est. Cost $49.27 Unrealized +44.5%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $595 Shares 2,351 Est. Cost $145.04 Unrealized
CRS CARPENTER TECHNOLOGY CORP 0.2%
Value ($000) $594 Shares 2,149 Est. Cost $217.46 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $588 Shares 4,412 Est. Cost $104.73 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $584 Shares 1,636 Est. Cost $151.20 Unrealized +102.8%
AVGO BROADCOM INC 0.2%
Value ($000) $582 Shares 2,110 Est. Cost $154.74 Unrealized +39.5%
PFF ISHARES TR 0.2%
Value ($000) $579 Shares 18,878 Est. Cost $31.39 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $574 Shares 2,807 Est. Cost $185.22 Unrealized +0.3%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $572 Shares 6,999 Est. Cost $70.25 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $567 Shares 3,560 Est. Cost $134.84 Unrealized +19.2%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $565 Shares 7,185 Est. Cost $81.28 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.2%
Value ($000) $559 Shares 11,399 Est. Cost $38.09 Unrealized +1.2%
UTES ETFIS SER TR I 0.2%
Value ($000) $558 Shares 7,384 Est. Cost $64.59 Unrealized
IUSB ISHARES TR 0.2%
Value ($000) $549 Shares 11,879 Est. Cost $49.36 Unrealized
AU ANGLOGOLD ASHANTI PLC 0.2%
Value ($000) $547 Shares 12,003 Est. Cost $41.90 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $544 Shares 1,223 Est. Cost $473.88 Unrealized -2.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $527 Shares 7,595 Est. Cost $45.03 Unrealized +34.1%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $524 Shares 995 Est. Cost $503.94 Unrealized -1.4%
FLMI FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $524 Shares 21,618 Est. Cost $24.54 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $520 Shares 9,270 Est. Cost $53.97 Unrealized
DE DEERE & CO 0.2%
Value ($000) $511 Shares 1,005 Est. Cost $465.64 Unrealized +4.1%
LRN STRIDE INC 0.2%
Value ($000) $510 Shares 3,510 Est. Cost $144.65 Unrealized 0.0%
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $506 Shares 13,420 Est. Cost $29.31 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $506 Shares 2,173 Est. Cost $169.09 Unrealized +18.1%
CALF PACER FDS TR 0.1%
Value ($000) $505 Shares 12,680 Est. Cost $44.67 Unrealized
BP BP PLC 0.1%
Value ($000) $501 Shares 16,739 Est. Cost $30.83 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $498 Shares 3,262 Est. Cost $140.60 Unrealized +7.3%
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $471 Shares 2,995 Est. Cost $117.28 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $468 Shares 7,818 Est. Cost $59.54 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.1%
Value ($000) $462 Shares 9,026 Est. Cost $42.53 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $460 Shares 4,175 Est. Cost $80.99 Unrealized
AIRR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $453 Shares 5,567 Est. Cost $70.84 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $452 Shares 1,549 Est. Cost $188.20 Unrealized +44.8%
AFL AFLAC INC 0.1%
Value ($000) $447 Shares 4,238 Est. Cost $51.06 Unrealized +103.0%
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $439 Shares 8,873 Est. Cost $55.89 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $430 Shares 3,128 Est. Cost $142.58 Unrealized -4.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $429 Shares 978 Est. Cost $282.06 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $428 Shares 753 Est. Cost $436.63 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $426 Shares 8,999 Est. Cost $26.78 Unrealized +54.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $426 Shares 1,364 Est. Cost $374.94 Unrealized 0.0%
QDPL PACER FDS TR 0.1%
Value ($000) $421 Shares 10,658 Est. Cost $37.07 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $408 Shares 1,343 Est. Cost $245.57 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $406 Shares 550 Est. Cost $465.84 Unrealized +32.4%
DVY ISHARES TR 0.1%
Value ($000) $398 Shares 3,000 Est. Cost $122.67 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $398 Shares 3,512 Est. Cost $130.49 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $395 Shares 3,372 Est. Cost $98.49 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $388 Shares 4,686 Est. Cost $82.85 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $371 Shares 5,237 Est. Cost $57.60 Unrealized +21.2%
CGSM CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $368 Shares 14,116 Est. Cost $25.87 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $366 Shares 1,254 Est. Cost $239.52 Unrealized +26.7%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $354 Shares 8,261 Est. Cost $26.87 Unrealized +33.4%
IWP ISHARES TR 0.1%
Value ($000) $354 Shares 2,552 Est. Cost $105.41 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $354 Shares 3,293 Est. Cost $78.43 Unrealized +27.8%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $348 Shares 1,470 Est. Cost $212.93 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $348 Shares 524 Est. Cost $388.89 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $347 Shares 4,761 Est. Cost $56.39 Unrealized
BA BOEING CO 0.1%
Value ($000) $345 Shares 1,648 Est. Cost $163.50 Unrealized +15.5%
LIN LINDE PLC 0.1%
Value ($000) $343 Shares 731 Est. Cost $327.87 Unrealized +38.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $342 Shares 7,784 Est. Cost $46.01 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $334 Shares 1,289 Est. Cost $216.27 Unrealized +17.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $327 Shares 707 Est. Cost $342.33 Unrealized +34.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $327 Shares 5,582 Est. Cost $37.73 Unrealized +48.3%
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $318 Shares 4,212 Est. Cost $59.89 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $317 Shares 2,351 Est. Cost $129.97 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $305 Shares 1,002 Est. Cost $207.40 Unrealized
GMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $304 Shares 7,816 Est. Cost $38.95 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $304 Shares 3,059 Est. Cost $95.35 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $300 Shares 2,035 Est. Cost $90.50 Unrealized
CSL CARLISLE COS INC 0.1%
Value ($000) $299 Shares 800 Est. Cost $214.72 Unrealized +71.1%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $298 Shares 3,266 Est. Cost $64.72 Unrealized +28.5%
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $294 Shares 12,527 Est. Cost $20.01 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $293 Shares 2,007 Est. Cost $101.23 Unrealized +30.2%
IJH ISHARES TR 0.1%
Value ($000) $292 Shares 4,705 Est. Cost $89.20 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $291 Shares 16,064 Est. Cost $16.99 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $289 Shares 1,556 Est. Cost $137.59 Unrealized +32.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $289 Shares 743 Est. Cost $322.94 Unrealized +2.4%
FTCB FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $287 Shares 13,634 Est. Cost $21.06 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $287 Shares 2,373 Est. Cost $70.30 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $282 Shares 2,349 Est. Cost $172.26 Unrealized -24.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $281 Shares 2,530 Est. Cost $62.85 Unrealized +66.1%
NEAR ISHARES U S ETF TR 0.1%
Value ($000) $279 Shares 5,453 Est. Cost $50.67 Unrealized
ITA ISHARES TR 0.1%
Value ($000) $276 Shares 1,461 Est. Cost $147.54 Unrealized
QUAL ISHARES TR 0.1%
Value ($000) $275 Shares 1,505 Est. Cost $130.08 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $272 Shares 2,485 Est. Cost $107.39 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $272 Shares 2,037 Est. Cost $96.64 Unrealized +17.5%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $270 Shares 3,185 Est. Cost $74.02 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $267 Shares 2,266 Est. Cost $88.08 Unrealized +31.1%
PAAA PGIM ETF TR 0.1%
Value ($000) $262 Shares 5,100 Est. Cost $51.20 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $261 Shares 5,302 Est. Cost $49.26 Unrealized
V VISA INC 0.1%
Value ($000) $259 Shares 728 Est. Cost $241.68 Unrealized +43.6%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $254 Shares 3,288 Est. Cost $87.01 Unrealized
BLV VANGUARD BD INDEX FDS 0.1%
Value ($000) $254 Shares 3,651 Est. Cost $94.93 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $251 Shares 685 Est. Cost $258.39 Unrealized +37.7%
TPHD TIMOTHY PLAN 0.1%
Value ($000) $243 Shares 6,429 Est. Cost $33.25 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $242 Shares 758 Est. Cost $279.37 Unrealized 0.0%
SEIC SEI INVTS CO 0.1%
Value ($000) $237 Shares 2,640 Est. Cost $77.08 Unrealized +3.5%
FMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $236 Shares 4,747 Est. Cost $50.88 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $234 Shares 3,688 Est. Cost $63.48 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $229 Shares 5,335 Est. Cost $39.52 Unrealized -3.9%
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $229 Shares 10,500 Est. Cost $15.12 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $229 Shares 1,291 Est. Cost $164.85 Unrealized 0.0%
MTB M & T BK CORP 0.1%
Value ($000) $229 Shares 1,180 Est. Cost $159.11 Unrealized +8.7%
VCR VANGUARD WORLD FD 0.1%
Value ($000) $224 Shares 619 Est. Cost $340.48 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $219 Shares 430 Est. Cost $433.57 Unrealized 0.0%
GSEW GOLDMAN SACHS ETF TR 0.1%
Value ($000) $216 Shares 2,654 Est. Cost $58.13 Unrealized
DYNF BLACKROCK ETF TRUST 0.1%
Value ($000) $215 Shares 3,943 Est. Cost $44.40 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $214 Shares 5,075 Est. Cost $42.19 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $214 Shares 1,133 Est. Cost $190.66 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $208 Shares 1,494 Est. Cost $139.05 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $207 Shares 1,244 Est. Cost $147.88 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $204 Shares 6,256 Est. Cost $29.78 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $203 Shares 8,371 Est. Cost $29.37 Unrealized -23.9%
MBB ISHARES TR 0.1%
Value ($000) $202 Shares 2,146 Est. Cost $97.02 Unrealized
CPRT COPART INC 0.1%
Value ($000) $200 Shares 4,085 Est. Cost $47.24 Unrealized +18.5%
CALY TOPGOLF CALLAWAY BRANDS CORP 0.1%
Value ($000) $186 Shares 23,050 Est. Cost $7.29 Unrealized -5.6%