GoalVest Advisory LLC Diversified Active

CIK: 0001839307 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 6, 2024

Total Value ($000): $347,814 (100.0% shares, 0.0% debt)

Holdings (372)

VOO VANGUARD S&P 500 ETF 34.9%
Value ($000) $121,462 Shares 230,185 Est. Cost $386.93 Unrealized
VUG VANGUARD GROWTH ETF 8.6%
Value ($000) $30,005 Shares 78,152 Est. Cost $290.67 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 4.0%
Value ($000) $13,759 Shares 48,590 Est. Cost $191.38 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 3.1%
Value ($000) $10,733 Shares 189,731 Est. Cost $44.52 Unrealized
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 2.8%
Value ($000) $9,827 Shares 90,215 Est. Cost $108.69 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 2.5%
Value ($000) $8,568 Shares 254,165 Est. Cost $32.54 Unrealized
VB VANGUARD SMALL-CAP ETF 2.3%
Value ($000) $8,097 Shares 34,136 Est. Cost $200.15 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 1.6%
Value ($000) $5,422 Shares 65,368 Est. Cost $50.67 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 1.5%
Value ($000) $5,187 Shares 26,260 Est. Cost $194.53 Unrealized
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $4,723 Shares 10,977 Est. Cost $266.32 Unrealized +58.9%
DVY ISHARES SELECT DIVIDEND ETF 1.1%
Value ($000) $3,693 Shares 27,338 Est. Cost $115.28 Unrealized
NVDA NVIDIA CORPORATION COM 1.0%
Value ($000) $3,418 Shares 28,148 Est. Cost $98.27 Unrealized +20.2%
VTWO VANGUARD RUSSELL 2000 ETF 1.0%
Value ($000) $3,369 Shares 37,699 Est. Cost $89.36 Unrealized
JPM JPMORGAN CHASE & CO. COM 0.9%
Value ($000) $2,996 Shares 14,207 Est. Cost $154.56 Unrealized +32.6%
V VISA INC COM CL A 0.8%
Value ($000) $2,768 Shares 10,066 Est. Cost $265.11 Unrealized +1.0%
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $2,701 Shares 16,284 Est. Cost $109.61 Unrealized +52.1%
AAPL APPLE INC COM 0.8%
Value ($000) $2,682 Shares 11,509 Est. Cost $156.81 Unrealized +41.5%
ABBV ABBVIE INC COM 0.8%
Value ($000) $2,680 Shares 13,572 Est. Cost $149.59 Unrealized +19.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.8%
Value ($000) $2,662 Shares 5,784 Est. Cost $259.98 Unrealized +70.1%
GNRC GENERAC HLDGS INC COM 0.8%
Value ($000) $2,642 Shares 16,626 Est. Cost $117.64 Unrealized +26.1%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $2,582 Shares 13,858 Est. Cost $116.32 Unrealized +56.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.7%
Value ($000) $2,496 Shares 31,974 Est. Cost $68.48 Unrealized
BX BLACKSTONE INC COM 0.7%
Value ($000) $2,347 Shares 15,325 Est. Cost $118.70 Unrealized +12.6%
TSCO TRACTOR SUPPLY CO COM 0.7%
Value ($000) $2,281 Shares 7,840 Est. Cost $46.33 Unrealized +13.4%
AVGO BROADCOM INC COM 0.6%
Value ($000) $2,259 Shares 13,098 Est. Cost $148.78 Unrealized +6.2%
TSLA TESLA INC COM 0.6%
Value ($000) $2,046 Shares 7,821 Est. Cost $196.16 Unrealized +16.3%
WMT WALMART INC COM 0.6%
Value ($000) $2,042 Shares 25,293 Est. Cost $53.02 Unrealized +36.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.6%
Value ($000) $1,985 Shares 53,349 Est. Cost $21.35 Unrealized +43.7%
SCCO SOUTHERN COPPER CORP COM 0.6%
Value ($000) $1,913 Shares 16,540 Est. Cost $78.22 Unrealized +22.9%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,899 Shares 3,248 Est. Cost $379.24 Unrealized +44.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.5%
Value ($000) $1,794 Shares 39,123 Est. Cost $40.36 Unrealized
T AT&T INC COM 0.5%
Value ($000) $1,770 Shares 80,465 Est. Cost $15.92 Unrealized +18.0%
NRG NRG ENERGY INC COM NEW 0.5%
Value ($000) $1,763 Shares 19,350 Est. Cost $54.90 Unrealized +42.1%
PEP PEPSICO INC COM 0.5%
Value ($000) $1,751 Shares 10,297 Est. Cost $153.45 Unrealized +6.2%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.5%
Value ($000) $1,736 Shares 2,084 Est. Cost $616.34 Unrealized
KVUE KENVUE INC COM 0.5%
Value ($000) $1,621 Shares 70,062 Est. Cost $20.21 Unrealized -2.8%
OKE ONEOK INC NEW COM 0.5%
Value ($000) $1,609 Shares 17,661 Est. Cost $55.15 Unrealized +47.8%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,608 Shares 30,205 Est. Cost $46.85 Unrealized -0.1%
MCD MCDONALDS CORP COM 0.5%
Value ($000) $1,588 Shares 5,215 Est. Cost $245.35 Unrealized +8.7%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,550 Shares 2,652 Est. Cost $373.03 Unrealized +38.4%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.4%
Value ($000) $1,548 Shares 18,024 Est. Cost $65.86 Unrealized +16.3%
WMB WILLIAMS COS INC COM 0.4%
Value ($000) $1,495 Shares 32,741 Est. Cost $29.45 Unrealized +41.8%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,467 Shares 8,467 Est. Cost $134.28 Unrealized +22.3%
IP INTERNATIONAL PAPER CO COM 0.4%
Value ($000) $1,404 Shares 28,735 Est. Cost $36.05 Unrealized +22.6%
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $1,393 Shares 34,214 Est. Cost $31.10 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,367 Shares 26,778 Est. Cost $37.78 Unrealized +20.5%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.4%
Value ($000) $1,361 Shares 20,166 Est. Cost $51.23 Unrealized
OBIL US TREASURY 12 MONTH BILL ETF 0.4%
Value ($000) $1,357 Shares 27,000 Est. Cost $50.27 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.4%
Value ($000) $1,267 Shares 25,371 Est. Cost $39.71 Unrealized +11.4%
ARCC ARES CAPITAL CORP COM 0.4%
Value ($000) $1,245 Shares 59,455 Est. Cost $14.55 Unrealized +25.3%
MRK MERCK & CO INC COM 0.4%
Value ($000) $1,220 Shares 10,745 Est. Cost $81.54 Unrealized +38.5%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $1,213 Shares 18,668 Est. Cost $47.50 Unrealized
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,191 Shares 9,807 Est. Cost $85.18 Unrealized +28.9%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,188 Shares 13,176 Est. Cost $58.06 Unrealized +40.6%
SUSA ISHARES MSCI USA ESG SELECT ETF 0.3%
Value ($000) $1,163 Shares 9,659 Est. Cost $91.74 Unrealized
AMLP ALERIAN MLP ETF 0.3%
Value ($000) $1,152 Shares 24,443 Est. Cost $47.91 Unrealized
DHT DHT HOLDINGS INC SHS NEW 0.3%
Value ($000) $1,148 Shares 104,035 Est. Cost $8.95 Unrealized +12.7%
SON SONOCO PRODS CO COM 0.3%
Value ($000) $1,141 Shares 20,885 Est. Cost $51.61 Unrealized -4.8%
VICI VICI PPTYS INC COM 0.3%
Value ($000) $1,091 Shares 32,754 Est. Cost $27.74 Unrealized +5.1%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,090 Shares 2,855 Est. Cost $313.46 Unrealized +10.0%
FSK FS KKR CAP CORP COM 0.3%
Value ($000) $1,084 Shares 54,952 Est. Cost $13.98 Unrealized +14.6%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,056 Shares 7,172 Est. Cost $138.65 Unrealized +0.9%
LLY ELI LILLY & CO COM 0.3%
Value ($000) $1,037 Shares 1,171 Est. Cost $658.14 Unrealized +35.3%
VLO VALERO ENERGY CORP COM 0.3%
Value ($000) $948 Shares 7,024 Est. Cost $111.52 Unrealized +25.0%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $940 Shares 46,106 Est. Cost $20.21 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.3%
Value ($000) $885 Shares 1,085 Est. Cost $85.67 Unrealized 0.0%
ATO ATMOS ENERGY CORP COM 0.3%
Value ($000) $883 Shares 6,367 Est. Cost $109.59 Unrealized +13.6%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $853 Shares 1,486 Est. Cost $410.27 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $832 Shares 2,570 Est. Cost $248.24 Unrealized +16.0%
XBIL US TREASURY 6 MONTH BILL ETF 0.2%
Value ($000) $828 Shares 16,500 Est. Cost $50.20 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $813 Shares 9,612 Est. Cost $56.17 Unrealized +33.3%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.2%
Value ($000) $809 Shares 4,707 Est. Cost $153.77 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.2%
Value ($000) $760 Shares 12,450 Est. Cost $44.70 Unrealized +32.0%
CMCO COLUMBUS MCKINNON CORP N Y COM 0.2%
Value ($000) $696 Shares 19,340 Est. Cost $39.42 Unrealized -15.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $681 Shares 1,815 Est. Cost $325.02 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $648 Shares 2,472 Est. Cost $246.24 Unrealized -3.6%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $620 Shares 5,276 Est. Cost $95.30 Unrealized +18.3%
TBIL US TREASURY 3 MONTH BILL ETF 0.2%
Value ($000) $605 Shares 12,100 Est. Cost $50.04 Unrealized
CLIP GLOBAL X 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $578 Shares 5,750 Est. Cost $100.50 Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.2%
Value ($000) $556 Shares 7,817 Est. Cost $63.86 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $504 Shares 9,484 Est. Cost $26.63 Unrealized +17.5%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.1%
Value ($000) $490 Shares 4,383 Est. Cost $109.59 Unrealized
AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW 0.1%
Value ($000) $472 Shares 20,000 Est. Cost $12.40 Unrealized +85.8%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $453 Shares 1,253 Est. Cost $325.76 Unrealized +4.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $423 Shares 5,008 Est. Cost $80.40 Unrealized
PXE INVESCO ENERGY EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $414 Shares 13,952 Est. Cost $32.10 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $371 Shares 3,252 Est. Cost $109.09 Unrealized -1.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $346 Shares 5,100 Est. Cost $52.24 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $345 Shares 598 Est. Cost $424.94 Unrealized
EVRG EVERGY INC COM 0.1%
Value ($000) $316 Shares 5,093 Est. Cost $58.26 Unrealized -5.5%
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $313 Shares 5,918 Est. Cost $50.10 Unrealized
SMMD ISHARES RUSSELL 2500 ETF 0.1%
Value ($000) $294 Shares 4,339 Est. Cost $56.49 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $284 Shares 2,724 Est. Cost $92.72 Unrealized
EGP EASTGROUP PPTYS INC COM 0.1%
Value ($000) $262 Shares 1,400 Est. Cost $179.77 Unrealized
CRM SALESFORCE INC COM 0.1%
Value ($000) $260 Shares 951 Est. Cost $266.02 Unrealized -4.6%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $248 Shares 2,087 Est. Cost $141.87 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $244 Shares 3,764 Est. Cost $60.30 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $236 Shares 1,411 Est. Cost $128.54 Unrealized +30.9%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $231 Shares 1,423 Est. Cost $149.61 Unrealized +2.0%
SLM SLM CORP COM 0.1%
Value ($000) $217 Shares 9,500 Est. Cost $18.91 Unrealized +13.9%
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $215 Shares 7,049 Est. Cost $28.40 Unrealized
NUDV NUVEEN ESG DIVIDEND ETF 0.1%
Value ($000) $213 Shares 7,175 Est. Cost $23.57 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $203 Shares 229 Est. Cost $475.46 Unrealized +81.3%
META META PLATFORMS INC CL A 0.1%
Value ($000) $202 Shares 353 Est. Cost $300.52 Unrealized +70.4%
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $201 Shares 1,430 Est. Cost $112.92 Unrealized +21.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $196 Shares 3,150 Est. Cost $100.16 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $195 Shares 1,666 Est. Cost $95.56 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $194 Shares 602 Est. Cost $266.13 Unrealized +17.7%
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value ($000) $193 Shares 396 Est. Cost $426.55 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $191 Shares 1,172 Est. Cost $119.65 Unrealized +37.0%
VV VANGUARD LARGE-CAP ETF 0.1%
Value ($000) $191 Shares 725 Est. Cost $185.84 Unrealized
MFC MANULIFE FINL CORP COM 0.1%
Value ($000) $189 Shares 6,400 Est. Cost $22.98 Unrealized +16.9%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $184 Shares 2,291 Est. Cost $75.98 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.1%
Value ($000) $183 Shares 950 Est. Cost $160.29 Unrealized +14.2%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $183 Shares 2,339 Est. Cost $82.15 Unrealized -18.8%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $181 Shares 1,348 Est. Cost $100.00 Unrealized +21.9%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.1%
Value ($000) $180 Shares 10,342 Est. Cost $9.20 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $177 Shares 860 Est. Cost $176.72 Unrealized +8.0%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $173 Shares 711 Est. Cost $180.66 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $168 Shares 15,000 Est. Cost $11.20 Unrealized
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $162 Shares 14,254 Est. Cost $11.01 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $158 Shares 2,550 Est. Cost $57.69 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $156 Shares 316 Est. Cost $372.86 Unrealized +23.8%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $155 Shares 2,926 Est. Cost $47.63 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $149 Shares 610 Est. Cost $230.98 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $140 Shares 4,912 Est. Cost $21.75 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $137 Shares 3,865 Est. Cost $29.70 Unrealized
HD HOME DEPOT INC COM 0.0%
Value ($000) $132 Shares 325 Est. Cost $301.42 Unrealized +17.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $127 Shares 615 Est. Cost $148.98 Unrealized +25.8%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $125 Shares 501 Est. Cost $245.85 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $121 Shares 753 Est. Cost $129.56 Unrealized +17.1%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $119 Shares 2,000 Est. Cost $59.51 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $118 Shares 598 Est. Cost $161.40 Unrealized
ADBE ADOBE INC COM 0.0%
Value ($000) $118 Shares 227 Est. Cost $477.13 Unrealized +15.0%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $114 Shares 280 Est. Cost $276.27 Unrealized +31.1%
FXE INVESCO CURRENCYSHARES EURO TRUST 0.0%
Value ($000) $112 Shares 1,090 Est. Cost $102.87 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $110 Shares 1,002 Est. Cost $64.69 Unrealized +54.2%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $107 Shares 2,559 Est. Cost $34.27 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $105 Shares 170 Est. Cost $481.27 Unrealized +22.4%
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $101 Shares 379 Est. Cost $260.72 Unrealized
USO UNITED STATES OIL FUND LP 0.0%
Value ($000) $101 Shares 1,443 Est. Cost $33.26 Unrealized
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $100 Shares 2,217 Est. Cost $32.03 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $99 Shares 200 Est. Cost $372.27 Unrealized +27.6%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $98 Shares 250 Est. Cost $219.65 Unrealized +54.2%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $97 Shares 685 Est. Cost $128.47 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $97 Shares 283 Est. Cost $94.83 Unrealized +77.5%
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $94 Shares 1,990 Est. Cost $37.97 Unrealized +5.6%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $94 Shares 558 Est. Cost $155.33 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $94 Shares 2,357 Est. Cost $31.45 Unrealized +23.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $88 Shares 326 Est. Cost $149.10 Unrealized +64.4%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $88 Shares 1,016 Est. Cost $82.97 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $88 Shares 451 Est. Cost $167.20 Unrealized +8.4%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $86 Shares 372 Est. Cost $173.49 Unrealized +26.9%
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value ($000) $85 Shares 866 Est. Cost $72.75 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $79 Shares 153 Est. Cost $391.59 Unrealized +25.1%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $79 Shares 895 Est. Cost $38.79 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $78 Shares 368 Est. Cost $162.99 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $77 Shares 610 Est. Cost $95.43 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $77 Shares 950 Est. Cost $49.54 Unrealized +53.1%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $75 Shares 350 Est. Cost $165.18 Unrealized +16.1%
BROOKFIELD RENEWABLE CORP CL A SUB VTG 0.0%
Value ($000) $72 Shares 2,200 Est. Cost $24.57 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $71 Shares 321 Est. Cost $185.38 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $68 Shares 400 Est. Cost $112.35 Unrealized +27.3%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $67 Shares 981 Est. Cost $71.32 Unrealized -15.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $67 Shares 609 Est. Cost $77.39 Unrealized +27.9%
RTX RTX CORPORATION COM 0.0%
Value ($000) $66 Shares 546 Est. Cost $87.36 Unrealized +27.2%
BA BOEING CO COM 0.0%
Value ($000) $66 Shares 434 Est. Cost $202.41 Unrealized -15.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $65 Shares 566 Est. Cost $87.98 Unrealized +20.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $65 Shares 315 Est. Cost $155.45 Unrealized +24.1%
BLK BLACKROCK INC COM 0.0%
Value ($000) $65 Shares 68 Est. Cost $840.24 Unrealized 0.0%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $65 Shares 658 Est. Cost $98.07 Unrealized
TRMK TRUSTMARK CORP COM 0.0%
Value ($000) $63 Shares 1,985 Est. Cost $31.03 Unrealized 0.0%
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $63 Shares 2,673 Est. Cost $23.45 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $62 Shares 1,765 Est. Cost $45.58 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $60 Shares 123 Est. Cost $281.64 Unrealized +65.3%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $59 Shares 153 Est. Cost $285.13 Unrealized +20.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $58 Shares 300 Est. Cost $182.08 Unrealized +2.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $57 Shares 298 Est. Cost $189.80 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $56 Shares 846 Est. Cost $84.57 Unrealized -14.1%
UNP UNION PAC CORP COM 0.0%
Value ($000) $55 Shares 223 Est. Cost $234.64 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $55 Shares 323 Est. Cost $153.98 Unrealized +11.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $55 Shares 248 Est. Cost $157.34 Unrealized +20.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $54 Shares 179 Est. Cost $218.14 Unrealized +31.3%
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.0%
Value ($000) $53 Shares 2,300 Est. Cost $23.02 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $53 Shares 1,042 Est. Cost $40.46 Unrealized +6.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $52 Shares 548 Est. Cost $72.35 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $52 Shares 99 Est. Cost $436.78 Unrealized +9.4%
NOW SERVICENOW INC COM 0.0%
Value ($000) $52 Shares 58 Est. Cost $105.77 Unrealized +55.4%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value ($000) $52 Shares 865 Est. Cost $55.35 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $51 Shares 178 Est. Cost $230.05 Unrealized +17.7%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $51 Shares 114 Est. Cost $410.72 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $49 Shares 182 Est. Cost $209.86 Unrealized +12.5%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $49 Shares 248 Est. Cost $157.80 Unrealized +22.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $49 Shares 148 Est. Cost $301.25 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $49 Shares 507 Est. Cost $103.89 Unrealized -12.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $48 Shares 1,207 Est. Cost $29.64 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $47 Shares 293 Est. Cost $115.14 Unrealized +23.6%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $45 Shares 444 Est. Cost $102.26 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $45 Shares 160 Est. Cost $213.08 Unrealized +30.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $44 Shares 522 Est. Cost $71.39 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $43 Shares 156 Est. Cost $223.79 Unrealized +13.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $43 Shares 121 Est. Cost $285.44 Unrealized +13.1%
GCC WISDOMTREE ENHANCED COMMODITY STGY FD 0.0%
Value ($000) $43 Shares 2,238 Est. Cost $17.06 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $42 Shares 180 Est. Cost $187.98 Unrealized +12.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $42 Shares 727 Est. Cost $55.20 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $42 Shares 2,825 Est. Cost $11.41 Unrealized +17.6%
WSO WATSCO INC COM 0.0%
Value ($000) $41 Shares 84 Est. Cost $270.59 Unrealized +77.6%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $41 Shares 270 Est. Cost $81.48 Unrealized
KEX KIRBY CORP COM 0.0%
Value ($000) $41 Shares 332 Est. Cost $119.27 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $39 Shares 692 Est. Cost $42.85 Unrealized +8.0%
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.0%
Value ($000) $39 Shares 595 Est. Cost $66.03 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $39 Shares 329 Est. Cost $79.83 Unrealized +37.8%
EQIX EQUINIX INC COM 0.0%
Value ($000) $37 Shares 42 Est. Cost $709.95 Unrealized +11.9%
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $37 Shares 602 Est. Cost $45.43 Unrealized +16.0%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $37 Shares 1,053 Est. Cost $25.79 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $36 Shares 121 Est. Cost $265.04 Unrealized -0.7%
WPC WP CAREY INC COM 0.0%
Value ($000) $36 Shares 571 Est. Cost $60.53 Unrealized
CME CME GROUP INC COM 0.0%
Value ($000) $36 Shares 161 Est. Cost $195.54 Unrealized +0.5%
AFL AFLAC INC COM 0.0%
Value ($000) $35 Shares 313 Est. Cost $63.36 Unrealized +55.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $34 Shares 143 Est. Cost $194.79 Unrealized +15.3%
DIG PROSHARES ULTRA ENERGY 0.0%
Value ($000) $34 Shares 879 Est. Cost $37.33 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $33 Shares 500 Est. Cost $62.95 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $33 Shares 100 Est. Cost $245.06 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $140.13 Unrealized +0.8%
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $32 Shares 200 Est. Cost $133.14 Unrealized +10.3%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $32 Shares 670 Est. Cost $78.12 Unrealized
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $31 Shares 1,344 Est. Cost $21.84 Unrealized 0.0%
LIN LINDE PLC SHS 0.0%
Value ($000) $31 Shares 65 Est. Cost $358.03 Unrealized +25.1%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $31 Shares 83 Est. Cost $112.76 Unrealized +194.8%
OKTA OKTA INC CL A 0.0%
Value ($000) $30 Shares 410 Est. Cost $171.48 Unrealized -49.0%
JPLD JPMORGAN LIMITED DURATION BOND ETF 0.0%
Value ($000) $29 Shares 558 Est. Cost $50.96 Unrealized
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $29 Shares 2,500 Est. Cost $12.58 Unrealized -4.9%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $29 Shares 300 Est. Cost $92.89 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $29 Shares 670 Est. Cost $26.16 Unrealized +47.5%
SAVA CASSAVA SCIENCES INC COM 0.0%
Value ($000) $29 Shares 971 Est. Cost $33.70 Unrealized -31.7%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $28 Shares 270 Est. Cost $97.35 Unrealized +7.9%
UCON FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF 0.0%
Value ($000) $28 Shares 1,123 Est. Cost $25.13 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $28 Shares 2,503 Est. Cost $14.51 Unrealized -27.1%
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF 0.0%
Value ($000) $28 Shares 491 Est. Cost $57.07 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $28 Shares 347 Est. Cost $48.42 Unrealized +42.6%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $27 Shares 550 Est. Cost $43.06 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $27 Shares 783 Est. Cost $35.23 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $27 Shares 827 Est. Cost $28.88 Unrealized -2.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $26 Shares 200 Est. Cost $88.54 Unrealized +45.0%
KO COCA COLA CO COM 0.0%
Value ($000) $26 Shares 365 Est. Cost $52.15 Unrealized +25.9%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $26 Shares 107 Est. Cost $214.48 Unrealized +13.8%
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $26 Shares 3,600 Est. Cost $6.47 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $25 Shares 881 Est. Cost $29.90 Unrealized -10.8%
CWCO CONSOLIDATED WATER CO INC ORD 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $29.73 Unrealized -12.5%
DE DEERE & CO COM 0.0%
Value ($000) $25 Shares 60 Est. Cost $380.26 Unrealized -2.9%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $25 Shares 45 Est. Cost $533.26 Unrealized +2.1%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $25 Shares 90 Est. Cost $219.77 Unrealized +19.4%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $25 Shares 675 Est. Cost $36.38 Unrealized
BK OF AMERICA CORP 7.25CNV PFD L 0.0%
Value ($000) $24 Shares 19 Est. Cost $1171.84 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $24 Shares 97 Est. Cost $203.73 Unrealized +14.4%
CWH CAMPING WORLD HLDGS INC CL A 0.0%
Value ($000) $24 Shares 974 Est. Cost $20.61 Unrealized 0.0%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $24 Shares 201 Est. Cost $104.46 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $23 Shares 82 Est. Cost $285.42 Unrealized -0.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $23 Shares 167 Est. Cost $137.78 Unrealized -12.5%
REX REX AMERICAN RES CORP COM 0.0%
Value ($000) $22 Shares 486 Est. Cost $20.00 Unrealized +13.9%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $22 Shares 245 Est. Cost $91.80 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $22 Shares 175 Est. Cost $116.44 Unrealized +1.4%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $21 Shares 20 Est. Cost $673.02 Unrealized +42.2%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.0%
Value ($000) $21 Shares 503 Est. Cost $34.12 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $20 Shares 44 Est. Cost $392.63 Unrealized +6.5%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $20 Shares 168 Est. Cost $120.33 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $20 Shares 426 Est. Cost $47.21 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $19 Shares 656 Est. Cost $29.65 Unrealized -9.5%
WELLS FARGO CO NEW PERP PFD CNV A 0.0%
Value ($000) $19 Shares 15 Est. Cost $1152.00 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $19 Shares 195 Est. Cost $96.52 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $19 Shares 114 Est. Cost $151.94 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $18 Shares 101 Est. Cost $131.79 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 0.0%
Value ($000) $18 Shares 337 Est. Cost $53.65 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $18 Shares 410 Est. Cost $43.45 Unrealized
PL PLANET LABS PBC COM CL A 0.0%
Value ($000) $18 Shares 7,989 Est. Cost $5.51 Unrealized -59.7%
CVNA CARVANA CO CL A 0.0%
Value ($000) $17 Shares 100 Est. Cost $61.03 Unrealized +135.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 545 Est. Cost $27.29 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $17 Shares 125 Est. Cost $101.20 Unrealized +23.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $17 Shares 225 Est. Cost $60.61 Unrealized +8.3%
FF FUTUREFUEL CORP COM 0.0%
Value ($000) $16 Shares 2,863 Est. Cost $3.96 Unrealized +29.5%
MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 0.0%
Value ($000) $16 Shares 416 Est. Cost $39.38 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $16 Shares 69 Est. Cost $236.05 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $16 Shares 415 Est. Cost $42.17 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $76.81 Unrealized +3.1%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $16 Shares 145 Est. Cost $82.15 Unrealized +27.9%
DAR DARLING INGREDIENTS INC COM 0.0%
Value ($000) $15 Shares 414 Est. Cost $45.39 Unrealized -16.9%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $15 Shares 75 Est. Cost $202.36 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value ($000) $15 Shares 61 Est. Cost $231.10 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $15 Shares 294 Est. Cost $50.28 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $15 Shares 143 Est. Cost $83.90 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $15 Shares 246 Est. Cost $68.15 Unrealized -15.1%
TRUP TRUPANION INC COM 0.0%
Value ($000) $15 Shares 349 Est. Cost $81.99 Unrealized -52.4%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $15 Shares 404 Est. Cost $36.13 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $14 Shares 79 Est. Cost $164.95 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $14 Shares 394 Est. Cost $31.82 Unrealized 0.0%
PARAMOUNT GLOBAL CLASS B COM 0.0%
Value ($000) $14 Shares 1,280 Est. Cost $10.62 Unrealized
UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $13 Shares 355 Est. Cost $35.25 Unrealized
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $13 Shares 739 Est. Cost $19.97 Unrealized
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $13 Shares 80 Est. Cost $146.68 Unrealized -1.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $13 Shares 151 Est. Cost $83.75 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $13 Shares 20 Est. Cost $432.14 Unrealized +29.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $13 Shares 280 Est. Cost $31.46 Unrealized +22.0%
MET METLIFE INC COM 0.0%
Value ($000) $12 Shares 150 Est. Cost $61.67 Unrealized +16.6%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $12 Shares 74 Est. Cost $145.50 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $12 Shares 72 Est. Cost $158.81 Unrealized
NFTY FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF 0.0%
Value ($000) $12 Shares 185 Est. Cost $64.84 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $12 Shares 153 Est. Cost $68.96 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value ($000) $12 Shares 176 Est. Cost $82.12 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $12 Shares 130 Est. Cost $76.36 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $61.52 Unrealized -16.8%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $11 Shares 181 Est. Cost $176.95 Unrealized -68.3%
OPAL OPAL FUELS INC CLASS A COM 0.0%
Value ($000) $11 Shares 3,047 Est. Cost $6.17 Unrealized -39.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $11 Shares 84 Est. Cost $125.33 Unrealized
BG BUNGE GLOBAL SA COM SHS 0.0%
Value ($000) $11 Shares 114 Est. Cost $98.11 Unrealized -0.4%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $11 Shares 62 Est. Cost $185.12 Unrealized 0.0%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $11 Shares 142 Est. Cost $74.67 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $11 Shares 25 Est. Cost $334.96 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $10 Shares 107 Est. Cost $82.83 Unrealized 0.0%
ALTO ALTO INGREDIENTS INC COM 0.0%
Value ($000) $10 Shares 6,439 Est. Cost $3.18 Unrealized -52.8%
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 0.0%
Value ($000) $10 Shares 516 Est. Cost $20.01 Unrealized
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.0%
Value ($000) $10 Shares 143 Est. Cost $70.83 Unrealized
AKO/B EMBOTELLADORA ANDINA S A SPON ADR B 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.05 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $10 Shares 85 Est. Cost $71.93 Unrealized +48.8%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $10 Shares 194 Est. Cost $51.27 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $10 Shares 191 Est. Cost $51.96 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $98.80 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $10 Shares 52 Est. Cost $172.85 Unrealized 0.0%
GPRE GREEN PLAINS INC COM 0.0%
Value ($000) $10 Shares 703 Est. Cost $26.44 Unrealized -44.7%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $9 Shares 583 Est. Cost $16.05 Unrealized
VOTE TCW TRANSFORM 500 ETF 0.0%
Value ($000) $9 Shares 135 Est. Cost $51.85 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $9 Shares 173 Est. Cost $51.50 Unrealized
AMTX AEMETIS INC COM NEW 0.0%
Value ($000) $9 Shares 3,873 Est. Cost $4.73 Unrealized -40.7%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $9 Shares 64 Est. Cost $130.20 Unrealized 0.0%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $8 Shares 580 Est. Cost $11.50 Unrealized +9.1%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $8 Shares 153 Est. Cost $52.78 Unrealized +5.0%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $61.54 Unrealized
SCILEX HOLDING CO COM 0.0%
Value ($000) $7 Shares 7,279 Est. Cost $5.57 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $7 Shares 66 Est. Cost $92.25 Unrealized 0.0%
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $7 Shares 160 Est. Cost $31.25 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $5 Shares 207 Est. Cost $24.89 Unrealized 0.0%
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $5 Shares 42 Est. Cost $235.30 Unrealized -47.7%
GLW CORNING INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.45 Unrealized +34.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $96.14 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $4 Shares 830 Est. Cost $38.88 Unrealized -88.8%
BUFR FT VEST LADDERED BUFFER ETF 0.0%
Value ($000) $4 Shares 141 Est. Cost $29.89 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $129.38 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $4 Shares 98 Est. Cost $31.54 Unrealized +12.6%
ORI OLD REP INTL CORP COM 0.0%
Value ($000) $4 Shares 106 Est. Cost $28.98 Unrealized 0.0%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $4 Shares 44 Est. Cost $80.30 Unrealized
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 0.0%
Value ($000) $3 Shares 117 Est. Cost $28.46 Unrealized
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $3 Shares 313 Est. Cost $12.78 Unrealized
LFVN LIFEVANTAGE CORP COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.28 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $2 Shares 12 Est. Cost $65.91 Unrealized +154.8%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $218.34 Unrealized +53.4%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $2 Shares 224 Est. Cost $8.95 Unrealized
CFFN CAPITOL FED FINL INC COM 0.0%
Value ($000) $2 Shares 339 Est. Cost $4.68 Unrealized +14.7%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.79 Unrealized -37.5%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $270.80 Unrealized
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $23.82 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $1 Shares 97 Est. Cost $8.69 Unrealized +24.5%
F FORD MTR CO COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.53 Unrealized -0.9%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $50.13 Unrealized +9.4%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.81 Unrealized -8.7%
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value ($000) $1 Shares 120 Est. Cost $18.13 Unrealized -63.1%
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $0 Shares 12 Est. Cost $38.92 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $0 Shares 49 Est. Cost $20.41 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $53.35 Unrealized
CINGW CINGULATE INC WT EXP 121026 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $0.33 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.27 Unrealized +14.7%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $3.87 Unrealized +53.1%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.61 Unrealized