GoalVest Advisory LLC Diversified Active

CIK: 0001839307 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 17, 2023

Total Value ($000): $193,739 (100.0% shares, 0.0% debt)

Holdings (363)

VOO VANGUARD S&P 500 ETF 36.4%
Value ($000) $70,583 Shares 173,303 Est. Cost $361.34 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 6.5%
Value ($000) $12,637 Shares 57,369 Est. Cost $191.38 Unrealized
VUG VANGUARD GROWTH ETF 5.9%
Value ($000) $11,451 Shares 40,469 Est. Cost $267.30 Unrealized
VB VANGUARD SMALL-CAP ETF 4.5%
Value ($000) $8,684 Shares 43,660 Est. Cost $195.86 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 3.8%
Value ($000) $7,330 Shares 165,538 Est. Cost $42.49 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 3.2%
Value ($000) $6,191 Shares 101,480 Est. Cost $50.67 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3.1%
Value ($000) $5,948 Shares 80,025 Est. Cost $68.68 Unrealized
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $3,422 Shares 10,049 Est. Cost $225.64 Unrealized +36.2%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $2,099 Shares 16,105 Est. Cost $111.30 Unrealized +2.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $2,085 Shares 6,113 Est. Cost $242.93 Unrealized +34.3%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $2,030 Shares 16,963 Est. Cost $106.26 Unrealized +7.5%
DVY ISHARES SELECT DIVIDEND ETF 0.9%
Value ($000) $1,736 Shares 15,325 Est. Cost $116.86 Unrealized
MDT MEDTRONIC PLC SHS 0.7%
Value ($000) $1,374 Shares 15,597 Est. Cost $88.70 Unrealized -10.5%
UNH UNITEDHEALTH GROUP INC COM 0.7%
Value ($000) $1,353 Shares 2,815 Est. Cost $357.32 Unrealized +30.1%
AAPL APPLE INC COM 0.7%
Value ($000) $1,294 Shares 6,669 Est. Cost $129.81 Unrealized +32.5%
T AT&T INC COM 0.6%
Value ($000) $1,211 Shares 75,951 Est. Cost $15.98 Unrealized -7.5%
AVGO BROADCOM INC COM 0.6%
Value ($000) $1,181 Shares 1,361 Est. Cost $59.01 Unrealized +16.5%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.6%
Value ($000) $1,161 Shares 1,602 Est. Cost $520.25 Unrealized
MRK MERCK & CO INC COM 0.6%
Value ($000) $1,143 Shares 9,908 Est. Cost $74.98 Unrealized +39.3%
WMT WALMART INC COM 0.6%
Value ($000) $1,140 Shares 7,255 Est. Cost $45.04 Unrealized +8.7%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.6%
Value ($000) $1,136 Shares 14,982 Est. Cost $64.36 Unrealized +1.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.6%
Value ($000) $1,096 Shares 21,027 Est. Cost $51.17 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.6%
Value ($000) $1,076 Shares 18,724 Est. Cost $57.47 Unrealized
PYPL PAYPAL HLDGS INC COM 0.6%
Value ($000) $1,069 Shares 16,013 Est. Cost $115.06 Unrealized -40.9%
OKE ONEOK INC NEW COM 0.5%
Value ($000) $1,060 Shares 17,177 Est. Cost $53.34 Unrealized +1.5%
WMB WILLIAMS COS INC COM 0.5%
Value ($000) $1,055 Shares 32,325 Est. Cost $28.57 Unrealized -6.3%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,051 Shares 6,923 Est. Cost $129.66 Unrealized +9.0%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $1,013 Shares 6,123 Est. Cost $147.49 Unrealized +0.9%
OGE OGE ENERGY CORP COM 0.5%
Value ($000) $1,011 Shares 28,140 Est. Cost $39.39 Unrealized -6.5%
D DOMINION ENERGY INC COM 0.5%
Value ($000) $992 Shares 19,147 Est. Cost $63.39 Unrealized -24.9%
PFE PFIZER INC COM 0.5%
Value ($000) $979 Shares 26,697 Est. Cost $40.58 Unrealized -18.1%
GPC GENUINE PARTS CO COM 0.5%
Value ($000) $954 Shares 5,639 Est. Cost $129.20 Unrealized +17.1%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $954 Shares 18,430 Est. Cost $46.45 Unrealized -2.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.5%
Value ($000) $951 Shares 14,093 Est. Cost $67.28 Unrealized
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $932 Shares 12,861 Est. Cost $72.51 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.5%
Value ($000) $928 Shares 86,110 Est. Cost $11.41 Unrealized -17.0%
NHI NATIONAL HEALTH INVS INC COM 0.5%
Value ($000) $911 Shares 17,387 Est. Cost $58.39 Unrealized
ARCC ARES CAPITAL CORP COM 0.5%
Value ($000) $911 Shares 48,481 Est. Cost $13.90 Unrealized +3.4%
KMB KIMBERLY-CLARK CORP COM 0.5%
Value ($000) $906 Shares 6,561 Est. Cost $114.66 Unrealized +9.7%
LMT LOCKHEED MARTIN CORP COM 0.5%
Value ($000) $904 Shares 1,964 Est. Cost $351.22 Unrealized +22.9%
BXMT BLACKSTONE MTG TR INC COM CL A 0.5%
Value ($000) $897 Shares 43,126 Est. Cost $25.57 Unrealized
SON SONOCO PRODS CO COM 0.5%
Value ($000) $890 Shares 15,072 Est. Cost $52.17 Unrealized +3.5%
CCI CROWN CASTLE INC COM 0.5%
Value ($000) $888 Shares 7,794 Est. Cost $139.53 Unrealized -26.6%
IP INTERNATIONAL PAPER CO COM 0.5%
Value ($000) $884 Shares 27,797 Est. Cost $36.35 Unrealized -20.0%
WPC WP CAREY INC COM 0.5%
Value ($000) $873 Shares 12,924 Est. Cost $78.16 Unrealized
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $871 Shares 28,685 Est. Cost $40.05 Unrealized -32.7%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $862 Shares 19,031 Est. Cost $37.82 Unrealized -3.3%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $822 Shares 8,419 Est. Cost $84.68 Unrealized -0.2%
UGI UGI CORP NEW COM 0.4%
Value ($000) $820 Shares 30,390 Est. Cost $38.43 Unrealized -21.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.4%
Value ($000) $810 Shares 23,564 Est. Cost $34.38 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $784 Shares 2,628 Est. Cost $222.34 Unrealized +22.8%
UNILEVER PLC SPON ADR NEW 0.4%
Value ($000) $766 Shares 14,702 Est. Cost $46.12 Unrealized
CAG CONAGRA BRANDS INC COM 0.4%
Value ($000) $759 Shares 22,519 Est. Cost $28.95 Unrealized +8.5%
VLO VALERO ENERGY CORP COM 0.4%
Value ($000) $748 Shares 6,378 Est. Cost $107.17 Unrealized +0.0%
SO SOUTHERN CO COM 0.4%
Value ($000) $747 Shares 10,640 Est. Cost $55.36 Unrealized +17.9%
VICI VICI PPTYS INC COM 0.4%
Value ($000) $741 Shares 23,571 Est. Cost $28.11 Unrealized -1.8%
STWD STARWOOD PPTY TR INC COM 0.4%
Value ($000) $736 Shares 37,945 Est. Cost $20.33 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $724 Shares 8,925 Est. Cost $38.79 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $662 Shares 3,576 Est. Cost $144.71 Unrealized +17.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.3%
Value ($000) $607 Shares 11,600 Est. Cost $52.24 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.3%
Value ($000) $594 Shares 15,011 Est. Cost $39.52 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.3%
Value ($000) $562 Shares 1,267 Est. Cost $394.51 Unrealized
SUSA ISHARES MSCI USA ESG SELECT ETF 0.3%
Value ($000) $501 Shares 5,353 Est. Cost $93.64 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $428 Shares 961 Est. Cost $423.23 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $357 Shares 3,649 Est. Cost $97.95 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $335 Shares 2,300 Est. Cost $118.18 Unrealized +9.7%
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $302 Shares 8,549 Est. Cost $35.30 Unrealized
EVRG EVERGY INC COM 0.2%
Value ($000) $298 Shares 5,093 Est. Cost $58.26 Unrealized -7.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $273 Shares 5,919 Est. Cost $47.63 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $217 Shares 914 Est. Cost $209.08 Unrealized +7.3%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $207 Shares 2,478 Est. Cost $96.52 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.1%
Value ($000) $198 Shares 2,026 Est. Cost $103.54 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $177 Shares 909 Est. Cost $172.45 Unrealized +2.6%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $173 Shares 1,737 Est. Cost $95.56 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $171 Shares 950 Est. Cost $154.92 Unrealized +2.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $165 Shares 630 Est. Cost $257.85 Unrealized
SLM SLM CORP COM 0.1%
Value ($000) $155 Shares 9,500 Est. Cost $18.91 Unrealized -19.5%
LOW LOWES COS INC COM 0.1%
Value ($000) $151 Shares 667 Est. Cost $197.77 Unrealized 0.0%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $150 Shares 742 Est. Cost $184.68 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $150 Shares 1,736 Est. Cost $86.54 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $149 Shares 1,230 Est. Cost $107.86 Unrealized +6.5%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $138 Shares 9,772 Est. Cost $8.72 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $136 Shares 346 Est. Cost $358.34 Unrealized +3.2%
RITM RITHM CAPITAL CORP COM NEW 0.1%
Value ($000) $133 Shares 14,254 Est. Cost $11.01 Unrealized
KLAC KLA CORP COM NEW 0.1%
Value ($000) $130 Shares 269 Est. Cost $407.84 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.1%
Value ($000) $128 Shares 261 Est. Cost $443.49 Unrealized -9.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $124 Shares 1,262 Est. Cost $91.65 Unrealized +0.7%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $120 Shares 469 Est. Cost $87.89 Unrealized +18.4%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $118 Shares 705 Est. Cost $115.14 Unrealized +34.8%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $115 Shares 245 Est. Cost $246.10 Unrealized +67.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $114 Shares 1,050 Est. Cost $102.79 Unrealized -1.3%
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $114 Shares 1,480 Est. Cost $64.69 Unrealized +4.6%
ABBV ABBVIE INC COM 0.1%
Value ($000) $112 Shares 832 Est. Cost $125.75 Unrealized +6.3%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $106 Shares 1,025 Est. Cost $93.25 Unrealized +1.3%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $104 Shares 342 Est. Cost $281.34 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $102 Shares 953 Est. Cost $74.46 Unrealized +33.8%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $99 Shares 512 Est. Cost $192.15 Unrealized -7.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $97 Shares 598 Est. Cost $161.40 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $97 Shares 313 Est. Cost $280.18 Unrealized -0.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $96 Shares 1,369 Est. Cost $61.83 Unrealized
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $96 Shares 179 Est. Cost $346.99 Unrealized +40.4%
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $92 Shares 1,443 Est. Cost $33.26 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $92 Shares 489 Est. Cost $190.19 Unrealized
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $91 Shares 581 Est. Cost $143.09 Unrealized +0.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $90 Shares 920 Est. Cost $95.43 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $87 Shares 816 Est. Cost $106.73 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $86 Shares 414 Est. Cost $175.56 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $84 Shares 685 Est. Cost $128.47 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $82 Shares 195 Est. Cost $18.42 Unrealized +80.1%
NUDV NUVEEN ESG DIVIDEND ETF 0.0%
Value ($000) $82 Shares 3,416 Est. Cost $24.14 Unrealized
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $81 Shares 2,217 Est. Cost $32.03 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $81 Shares 1,140 Est. Cost $72.98 Unrealized -9.5%
TE CONNECTIVITY LTD SHS 0.0%
Value ($000) $80 Shares 574 Est. Cost $140.16 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $80 Shares 600 Est. Cost $118.05 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $80 Shares 713 Est. Cost $89.16 Unrealized +13.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $78 Shares 1,868 Est. Cost $36.66 Unrealized -0.0%
HD HOME DEPOT INC COM 0.0%
Value ($000) $74 Shares 238 Est. Cost $254.04 Unrealized +8.8%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $72 Shares 402 Est. Cost $178.27 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $71 Shares 2,019 Est. Cost $27.29 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $70 Shares 604 Est. Cost $80.61 Unrealized +36.4%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $70 Shares 2,437 Est. Cost $31.40 Unrealized -15.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $70 Shares 233 Est. Cost $265.26 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $68 Shares 149 Est. Cost $433.83 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $64 Shares 1,765 Est. Cost $45.58 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $64 Shares 3,067 Est. Cost $21.41 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $62 Shares 1,264 Est. Cost $49.29 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $62 Shares 251 Est. Cost $200.02 Unrealized +6.9%
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.0%
Value ($000) $61 Shares 866 Est. Cost $72.75 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $60 Shares 351 Est. Cost $155.62 Unrealized +8.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $60 Shares 368 Est. Cost $162.99 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $59 Shares 525 Est. Cost $104.69 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $59 Shares 160 Est. Cost $109.51 Unrealized +45.6%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $57 Shares 774 Est. Cost $67.33 Unrealized +4.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $57 Shares 258 Est. Cost $203.16 Unrealized 0.0%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $56 Shares 1,110 Est. Cost $50.12 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $53 Shares 140 Est. Cost $256.64 Unrealized +32.1%
EOG EOG RES INC COM 0.0%
Value ($000) $51 Shares 442 Est. Cost $104.44 Unrealized 0.0%
BLACKROCK INC COM 0.0%
Value ($000) $49 Shares 71 Est. Cost $730.40 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $49 Shares 1,008 Est. Cost $48.21 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $48 Shares 1,094 Est. Cost $113.13 Unrealized
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $48 Shares 1,595 Est. Cost $30.11 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $47 Shares 934 Est. Cost $50.17 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $46 Shares 89 Est. Cost $466.61 Unrealized +14.7%
CRM SALESFORCE INC COM 0.0%
Value ($000) $46 Shares 219 Est. Cost $234.30 Unrealized -13.9%
MCO MOODYS CORP COM 0.0%
Value ($000) $46 Shares 131 Est. Cost $310.36 Unrealized 0.0%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $45 Shares 112 Est. Cost $340.42 Unrealized +5.1%
GCC WISDOMTREE ENHANCED COMMODITY STGY FD 0.0%
Value ($000) $45 Shares 2,622 Est. Cost $17.06 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $43 Shares 107 Est. Cost $367.38 Unrealized +0.1%
BA BOEING CO COM 0.0%
Value ($000) $42 Shares 200 Est. Cost $197.15 Unrealized +5.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $42 Shares 75 Est. Cost $104.20 Unrealized -4.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $42 Shares 123 Est. Cost $273.03 Unrealized +10.8%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $42 Shares 647 Est. Cost $48.42 Unrealized +16.8%
LIVENT CORP COM 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $18.77 Unrealized
SCILEX HOLDING CO COM 0.0%
Value ($000) $41 Shares 7,279 Est. Cost $5.57 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $39 Shares 224 Est. Cost $251.40 Unrealized -35.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $39 Shares 225 Est. Cost $114.69 Unrealized +36.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $39 Shares 179 Est. Cost $218.14 Unrealized -6.2%
META META PLATFORMS INC CL A 0.0%
Value ($000) $38 Shares 133 Est. Cost $155.46 Unrealized +57.6%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $38 Shares 609 Est. Cost $77.72 Unrealized -27.2%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $37 Shares 101 Est. Cost $303.86 Unrealized
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $36 Shares 1,396 Est. Cost $25.99 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $36 Shares 176 Est. Cost $221.59 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $36 Shares 225 Est. Cost $112.76 Unrealized +28.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $36 Shares 402 Est. Cost $74.27 Unrealized -0.6%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $36 Shares 199 Est. Cost $138.10 Unrealized +11.9%
EQIX EQUINIX INC COM 0.0%
Value ($000) $33 Shares 42 Est. Cost $672.63 Unrealized +3.0%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $32 Shares 222 Est. Cost $140.21 Unrealized
DIG PROSHARES ULTRA ENERGY 0.0%
Value ($000) $31 Shares 879 Est. Cost $37.33 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $31 Shares 117 Est. Cost $249.11 Unrealized -19.7%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $30 Shares 849 Est. Cost $35.52 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $30 Shares 411 Est. Cost $77.86 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $29 Shares 270 Est. Cost $81.48 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $29 Shares 480 Est. Cost $52.46 Unrealized +0.2%
OKTA OKTA INC CL A 0.0%
Value ($000) $28 Shares 410 Est. Cost $171.48 Unrealized -55.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $27 Shares 137 Est. Cost $176.13 Unrealized +2.7%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $26 Shares 777 Est. Cost $33.43 Unrealized
PL PLANET LABS PBC COM CL A 0.0%
Value ($000) $26 Shares 7,989 Est. Cost $5.51 Unrealized -28.1%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $26 Shares 602 Est. Cost $45.43 Unrealized +0.2%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $25 Shares 282 Est. Cost $90.04 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $25 Shares 124 Est. Cost $168.66 Unrealized +0.3%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $25 Shares 101 Est. Cost $219.64 Unrealized 0.0%
AON AON PLC SHS CL A 0.0%
Value ($000) $25 Shares 73 Est. Cost $318.69 Unrealized 0.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $25 Shares 783 Est. Cost $35.23 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $25 Shares 66 Est. Cost $352.43 Unrealized +0.1%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $23 Shares 627 Est. Cost $33.05 Unrealized -5.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $23 Shares 106 Est. Cost $203.27 Unrealized 0.0%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $23 Shares 3,600 Est. Cost $6.47 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $23 Shares 463 Est. Cost $49.72 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value ($000) $23 Shares 453 Est. Cost $50.67 Unrealized
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $23 Shares 907 Est. Cost $25.25 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.0%
Value ($000) $22 Shares 210 Est. Cost $106.97 Unrealized
BK OF AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $22 Shares 19 Est. Cost $1171.84 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $22 Shares 313 Est. Cost $63.22 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $22 Shares 173 Est. Cost $125.89 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $22 Shares 90 Est. Cost $219.64 Unrealized -5.0%
ETSY ETSY INC COM 0.0%
Value ($000) $21 Shares 254 Est. Cost $114.42 Unrealized -17.6%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $21 Shares 175 Est. Cost $122.67 Unrealized -8.0%
KO COCA COLA CO COM 0.0%
Value ($000) $21 Shares 342 Est. Cost $45.60 Unrealized +25.8%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $21 Shares 250 Est. Cost $75.77 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $20 Shares 88 Est. Cost $200.25 Unrealized 0.0%
CTAS CINTAS CORP COM 0.0%
Value ($000) $20 Shares 40 Est. Cost $93.88 Unrealized +22.2%
AMGN AMGEN INC COM 0.0%
Value ($000) $20 Shares 89 Est. Cost $213.65 Unrealized 0.0%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $20 Shares 379 Est. Cost $51.18 Unrealized
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $19 Shares 355 Est. Cost $46.03 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $88.54 Unrealized 0.0%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $19 Shares 186 Est. Cost $100.91 Unrealized
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $18 Shares 746 Est. Cost $37.50 Unrealized -35.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $18 Shares 69 Est. Cost $241.97 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $18 Shares 44 Est. Cost $392.63 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $17 Shares 115 Est. Cost $181.55 Unrealized -25.4%
CB CHUBB LIMITED COM 0.0%
Value ($000) $17 Shares 90 Est. Cost $189.85 Unrealized 0.0%
DASEKE INC COM 0.0%
Value ($000) $17 Shares 2,428 Est. Cost $5.77 Unrealized
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $17 Shares 15 Est. Cost $1152.00 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $17 Shares 180 Est. Cost $112.18 Unrealized -22.5%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $17 Shares 577 Est. Cost $27.12 Unrealized 0.0%
TOTALENERGIES SE SPONSORED ADS 0.0%
Value ($000) $16 Shares 283 Est. Cost $57.64 Unrealized
POOL POOL CORP COM 0.0%
Value ($000) $16 Shares 43 Est. Cost $329.53 Unrealized 0.0%
COOPER COS INC COM NEW 0.0%
Value ($000) $16 Shares 42 Est. Cost $383.43 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $16 Shares 20 Est. Cost $673.02 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $16 Shares 110 Est. Cost $146.06 Unrealized -5.2%
MRNA MODERNA INC COM 0.0%
Value ($000) $15 Shares 123 Est. Cost $163.51 Unrealized -18.4%
SITE SITEONE LANDSCAPE SUPPLY INC COM 0.0%
Value ($000) $15 Shares 89 Est. Cost $147.55 Unrealized 0.0%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $15 Shares 179 Est. Cost $81.08 Unrealized
IGEB ISHARES INVESTMENT GRADE BOND FACTOR ETF 0.0%
Value ($000) $14 Shares 328 Est. Cost $44.19 Unrealized
TER TERADYNE INC COM 0.0%
Value ($000) $14 Shares 123 Est. Cost $99.13 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $14 Shares 115 Est. Cost $118.23 Unrealized -8.4%
EFX EQUIFAX INC COM 0.0%
Value ($000) $14 Shares 58 Est. Cost $206.59 Unrealized 0.0%
NDSN NORDSON CORP COM 0.0%
Value ($000) $13 Shares 54 Est. Cost $215.66 Unrealized 0.0%
ANSYS INC COM 0.0%
Value ($000) $13 Shares 40 Est. Cost $330.27 Unrealized
DIS DISNEY WALT CO COM 0.0%
Value ($000) $13 Shares 147 Est. Cost $154.65 Unrealized -40.2%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $13 Shares 145 Est. Cost $80.08 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $13 Shares 99 Est. Cost $134.98 Unrealized 0.0%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $13 Shares 57 Est. Cost $138.50 Unrealized +35.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.0%
Value ($000) $12 Shares 41 Est. Cost $280.51 Unrealized 0.0%
LII LENNOX INTL INC COM 0.0%
Value ($000) $12 Shares 37 Est. Cost $275.21 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $12 Shares 72 Est. Cost $150.31 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP INC COM CL A 0.0%
Value ($000) $12 Shares 144 Est. Cost $19.44 Unrealized 0.0%
LPLA LPL FINL HLDGS INC COM 0.0%
Value ($000) $12 Shares 55 Est. Cost $200.25 Unrealized 0.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $12 Shares 141 Est. Cost $79.68 Unrealized 0.0%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $12 Shares 580 Est. Cost $11.50 Unrealized +24.4%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $12 Shares 280 Est. Cost $41.45 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $11 Shares 104 Est. Cost $111.33 Unrealized 0.0%
CRL CHARLES RIV LABS INTL INC COM 0.0%
Value ($000) $11 Shares 54 Est. Cost $198.96 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $11 Shares 14 Est. Cost $749.78 Unrealized 0.0%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $11 Shares 128 Est. Cost $84.06 Unrealized 0.0%
EXPO EXPONENT INC COM 0.0%
Value ($000) $11 Shares 116 Est. Cost $90.75 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $36.64 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $11 Shares 110 Est. Cost $111.09 Unrealized -13.2%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $10 Shares 65 Est. Cost $147.59 Unrealized 0.0%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 25 Est. Cost $412.39 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $10 Shares 46 Est. Cost $220.15 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $10 Shares 14 Est. Cost $536.17 Unrealized +43.0%
ALLE ALLEGION PLC ORD SHS 0.0%
Value ($000) $10 Shares 83 Est. Cost $105.58 Unrealized 0.0%
ASPEN TECHNOLOGY INC COM 0.0%
Value ($000) $10 Shares 58 Est. Cost $167.60 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value ($000) $10 Shares 59 Est. Cost $147.22 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $9 Shares 181 Est. Cost $176.95 Unrealized -70.1%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $9 Shares 120 Est. Cost $72.91 Unrealized 0.0%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $9 Shares 17 Est. Cost $541.43 Unrealized 0.0%
SIGI SELECTIVE INS GROUP INC COM 0.0%
Value ($000) $9 Shares 95 Est. Cost $94.01 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $9 Shares 94 Est. Cost $84.55 Unrealized 0.0%
ROL ROLLINS INC COM 0.0%
Value ($000) $9 Shares 202 Est. Cost $39.30 Unrealized 0.0%
ONTO ONTO INNOVATION INC COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $95.40 Unrealized 0.0%
THO THOR INDS INC COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $79.83 Unrealized 0.0%
ENS ENERSYS COM 0.0%
Value ($000) $8 Shares 73 Est. Cost $89.04 Unrealized 0.0%
ICFI ICF INTL INC COM 0.0%
Value ($000) $8 Shares 63 Est. Cost $115.41 Unrealized 0.0%
FELE FRANKLIN ELEC INC COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $91.12 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $8 Shares 612 Est. Cost $12.98 Unrealized 0.0%
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $8 Shares 86 Est. Cost $81.86 Unrealized 0.0%
NPO ENPRO INDS INC COM 0.0%
Value ($000) $8 Shares 57 Est. Cost $106.19 Unrealized 0.0%
SAIA SAIA INC COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $289.37 Unrealized 0.0%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $7 Shares 105 Est. Cost $70.24 Unrealized 0.0%
OMCL OMNICELL COM COM 0.0%
Value ($000) $7 Shares 97 Est. Cost $67.45 Unrealized 0.0%
GREK GLOBAL X MSCI GREECE ETF 0.0%
Value ($000) $7 Shares 191 Est. Cost $37.13 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $7 Shares 113 Est. Cost $59.17 Unrealized 0.0%
VOTE ENGINE NO. 1 TRANSFORM 500 ETF 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 64 Est. Cost $101.08 Unrealized
TRUP TRUPANION INC COM 0.0%
Value ($000) $7 Shares 349 Est. Cost $81.99 Unrealized -65.6%
DIOD DIODES INC COM 0.0%
Value ($000) $7 Shares 72 Est. Cost $88.13 Unrealized 0.0%
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $7 Shares 59 Est. Cost $94.50 Unrealized 0.0%
CSW CSW INDUSTRIALS INC COM 0.0%
Value ($000) $6 Shares 39 Est. Cost $142.92 Unrealized 0.0%
KFRC KFORCE INC COM 0.0%
Value ($000) $6 Shares 103 Est. Cost $60.23 Unrealized 0.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $6 Shares 583 Est. Cost $10.23 Unrealized 0.0%
COKE COCA COLA CONS INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $59.82 Unrealized 0.0%
MC MOELIS & CO CL A 0.0%
Value ($000) $6 Shares 128 Est. Cost $35.24 Unrealized 0.0%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $6 Shares 43 Est. Cost $126.45 Unrealized 0.0%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $6 Shares 53 Est. Cost $94.80 Unrealized 0.0%
CNX CNX RES CORP COM 0.0%
Value ($000) $6 Shares 326 Est. Cost $16.14 Unrealized 0.0%
MCRI MONARCH CASINO & RESORT INC COM 0.0%
Value ($000) $6 Shares 82 Est. Cost $69.76 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 160 Est. Cost $31.25 Unrealized
PATK PATRICK INDS INC COM 0.0%
Value ($000) $6 Shares 71 Est. Cost $44.73 Unrealized 0.0%
NOG NORTHERN OIL & GAS INC COM 0.0%
Value ($000) $6 Shares 165 Est. Cost $32.39 Unrealized 0.0%
FORWARD AIR CORP COM 0.0%
Value ($000) $6 Shares 53 Est. Cost $106.11 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $6 Shares 830 Est. Cost $38.88 Unrealized -80.9%
BARNES GROUP INC COM 0.0%
Value ($000) $5 Shares 129 Est. Cost $42.19 Unrealized
BOOT BOOT BARN HLDGS INC COM 0.0%
Value ($000) $5 Shares 64 Est. Cost $73.34 Unrealized 0.0%
AMWD AMERICAN WOODMARK CORPORATION COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $58.07 Unrealized 0.0%
IDA IDACORP INC COM 0.0%
Value ($000) $5 Shares 52 Est. Cost $107.49 Unrealized 0.0%
DORM DORMAN PRODS INC COM 0.0%
Value ($000) $5 Shares 67 Est. Cost $84.21 Unrealized 0.0%
MMI MARCUS & MILLICHAP INC COM 0.0%
Value ($000) $5 Shares 166 Est. Cost $29.80 Unrealized 0.0%
SOUTHSTATE CORPORATION COM 0.0%
Value ($000) $5 Shares 76 Est. Cost $65.80 Unrealized
QS QUANTUMSCAPE CORP COM CL A 0.0%
Value ($000) $5 Shares 623 Est. Cost $17.16 Unrealized -59.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $5 Shares 122 Est. Cost $41.13 Unrealized
KFY KORN FERRY COM NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.26 Unrealized 0.0%
LGIH LGI HOMES INC COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $119.93 Unrealized 0.0%
AUB ATLANTIC UN BANKSHARES CORP COM 0.0%
Value ($000) $5 Shares 183 Est. Cost $25.15 Unrealized 0.0%
OLLI OLLIES BARGAIN OUTLET HLDGS IN COM 0.0%
Value ($000) $5 Shares 81 Est. Cost $61.60 Unrealized 0.0%
BHE BENCHMARK ELECTRS INC COM 0.0%
Value ($000) $5 Shares 179 Est. Cost $21.92 Unrealized 0.0%
SPSC SPS COMM INC COM 0.0%
Value ($000) $5 Shares 24 Est. Cost $161.41 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $5 Shares 78 Est. Cost $58.97 Unrealized
POWI POWER INTEGRATIONS INC COM 0.0%
Value ($000) $4 Shares 47 Est. Cost $80.51 Unrealized 0.0%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $4 Shares 170 Est. Cost $26.34 Unrealized 0.0%
CTS CTS CORP COM 0.0%
Value ($000) $4 Shares 101 Est. Cost $43.52 Unrealized 0.0%
STC STEWART INFORMATION SVCS CORP COM 0.0%
Value ($000) $4 Shares 104 Est. Cost $42.28 Unrealized 0.0%
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $4 Shares 49 Est. Cost $73.14 Unrealized 0.0%
KALU KAISER ALUMINUM CORP COM PAR $0.01 0.0%
Value ($000) $4 Shares 57 Est. Cost $59.13 Unrealized 0.0%
HOSTESS BRANDS INC CL A 0.0%
Value ($000) $4 Shares 159 Est. Cost $25.32 Unrealized
EASTERLY GOVT PPTYS INC COM 0.0%
Value ($000) $4 Shares 275 Est. Cost $14.50 Unrealized
SHO SUNSTONE HOTEL INVS INC NEW COM 0.0%
Value ($000) $4 Shares 393 Est. Cost $10.12 Unrealized
ADUS ADDUS HOMECARE CORP COM 0.0%
Value ($000) $4 Shares 39 Est. Cost $95.40 Unrealized 0.0%
LCII LCI INDS COM 0.0%
Value ($000) $4 Shares 28 Est. Cost $102.90 Unrealized 0.0%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $4 Shares 86 Est. Cost $48.13 Unrealized 0.0%
CPK CHESAPEAKE UTILS CORP COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $119.36 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $3 Shares 27 Est. Cost $126.96 Unrealized
CMBM CAMBIUM NETWORKS CORP SHS 0.0%
Value ($000) $3 Shares 222 Est. Cost $15.51 Unrealized 0.0%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $207.72 Unrealized 0.0%
GTN GRAY TELEVISION INC COM 0.0%
Value ($000) $3 Shares 424 Est. Cost $7.69 Unrealized 0.0%
EXLS EXLSERVICE HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 21 Est. Cost $31.54 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $3 Shares 53 Est. Cost $41.76 Unrealized +37.2%
CASS CASS INFORMATION SYS INC COM 0.0%
Value ($000) $3 Shares 79 Est. Cost $36.40 Unrealized 0.0%
SUPN SUPERNUS PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 101 Est. Cost $34.99 Unrealized 0.0%
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $3 Shares 313 Est. Cost $12.78 Unrealized
CINGULATE INC COMMON STOCK 0.0%
Value ($000) $3 Shares 3,200 Est. Cost $1.25 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $3 Shares 23 Est. Cost $185.28 Unrealized -36.9%
MBWM MERCANTILE BK CORP COM 0.0%
Value ($000) $3 Shares 106 Est. Cost $25.19 Unrealized 0.0%
UMBF UMB FINL CORP COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $59.67 Unrealized 0.0%
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value ($000) $3 Shares 121 Est. Cost $21.73 Unrealized 0.0%
BWIN BRP GROUP INC COM CL A 0.0%
Value ($000) $3 Shares 107 Est. Cost $23.68 Unrealized 0.0%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $3 Shares 66 Est. Cost $41.34 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $2 Shares 145 Est. Cost $14.79 Unrealized 0.0%
ADC AGREE RLTY CORP COM 0.0%
Value ($000) $2 Shares 38 Est. Cost $65.39 Unrealized
HRMY HARMONY BIOSCIENCES HLDGS INC COM 0.0%
Value ($000) $2 Shares 70 Est. Cost $34.52 Unrealized 0.0%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $2 Shares 82 Est. Cost $31.48 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $86.10 Unrealized +20.8%
SM SM ENERGY CO COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.41 Unrealized 0.0%
LZB LA Z BOY INC COM 0.0%
Value ($000) $2 Shares 82 Est. Cost $27.94 Unrealized 0.0%
OBK ORIGIN BANCORP INC COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $29.92 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $107.62 Unrealized +12.4%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.56 Unrealized +2.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $2 Shares 48 Est. Cost $40.05 Unrealized -8.2%
TWLO TWILIO INC CL A 0.0%
Value ($000) $2 Shares 30 Est. Cost $182.23 Unrealized -67.6%
MARATHON OIL CORP COM 0.0%
Value ($000) $2 Shares 74 Est. Cost $24.49 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $218.34 Unrealized +13.6%
BBWI BATH & BODY WORKS INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $48.74 Unrealized -30.5%
F FORD MTR CO DEL COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.67 Unrealized +0.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $29.85 Unrealized -0.6%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $1 Shares 12 Est. Cost $65.91 Unrealized +21.1%
AMLIF AMERICAN LITHIUM CORP COM NEW 0.0%
Value ($000) $1 Shares 650 Est. Cost $2.10 Unrealized 0.0%
CINGW CINGULATE INC WT EXP 121026 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $0.33 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $0 Shares 52 Est. Cost $9.44 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 49 Est. Cost $20.41 Unrealized
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.59 Unrealized -22.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $45.35 Unrealized -37.4%