GoalVest Advisory LLC Diversified Active

CIK: 0001839307 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 22, 2025

Total Value ($000): $471,663 (100.0% shares, 0.0% debt)

Holdings (403)

VOO VANGUARD S&P 500 ETF 34.0%
Value ($000) $160,252 Shares 261,688 Est. Cost $411.15 Unrealized
VUG VANGUARD GROWTH ETF 8.1%
Value ($000) $38,285 Shares 79,825 Est. Cost $295.53 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 4.1%
Value ($000) $19,252 Shares 568,062 Est. Cost $32.85 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 2.8%
Value ($000) $13,176 Shares 40,149 Est. Cost $191.38 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.3%
Value ($000) $10,623 Shares 121,675 Est. Cost $75.91 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 2.1%
Value ($000) $10,110 Shares 37,138 Est. Cost $215.48 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 1.8%
Value ($000) $8,440 Shares 46,268 Est. Cost $21.35 Unrealized +658.9%
GMUB GOLDMAN SACHS MUNICIPAL INCOME ETF 1.7%
Value ($000) $7,968 Shares 156,612 Est. Cost $50.88 Unrealized
VGK VANGUARD FTSE EUROPE ETF 1.6%
Value ($000) $7,460 Shares 93,480 Est. Cost $77.81 Unrealized
NVDA NVIDIA CORPORATION COM 1.5%
Value ($000) $7,115 Shares 38,132 Est. Cost $107.12 Unrealized +62.7%
TSLA TESLA INC COM 1.4%
Value ($000) $6,738 Shares 15,152 Est. Cost $260.12 Unrealized +33.3%
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $6,424 Shares 12,403 Est. Cost $285.30 Unrealized +78.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 1.2%
Value ($000) $5,668 Shares 54,235 Est. Cost $50.67 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD ETF 1.1%
Value ($000) $5,251 Shares 137,749 Est. Cost $35.45 Unrealized
JPM JPMORGAN CHASE & CO. COM 1.1%
Value ($000) $4,991 Shares 15,823 Est. Cost $167.02 Unrealized +77.2%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $4,924 Shares 20,253 Est. Cost $123.53 Unrealized +69.4%
BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 1.0%
Value ($000) $4,836 Shares 42,477 Est. Cost $108.86 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.9%
Value ($000) $4,464 Shares 70,964 Est. Cost $44.79 Unrealized
V VISA INC COM CL A 0.8%
Value ($000) $3,578 Shares 10,480 Est. Cost $270.60 Unrealized +27.5%
ABBV ABBVIE INC COM 0.8%
Value ($000) $3,575 Shares 15,440 Est. Cost $155.11 Unrealized +30.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $3,448 Shares 6,859 Est. Cost $297.89 Unrealized +62.6%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $3,429 Shares 15,619 Est. Cost $129.12 Unrealized +75.3%
CSCO CISCO SYS INC COM 0.7%
Value ($000) $3,380 Shares 49,407 Est. Cost $50.81 Unrealized +32.6%
NRG NRG ENERGY INC COM NEW 0.7%
Value ($000) $3,199 Shares 19,750 Est. Cost $55.83 Unrealized +178.1%
GNRC GENERAC HLDGS INC COM 0.6%
Value ($000) $2,821 Shares 16,851 Est. Cost $118.10 Unrealized +48.3%
AAPL APPLE INC COM 0.6%
Value ($000) $2,767 Shares 10,868 Est. Cost $165.18 Unrealized +36.6%
BX BLACKSTONE INC COM 0.6%
Value ($000) $2,739 Shares 16,029 Est. Cost $121.66 Unrealized +39.3%
WMT WALMART INC COM 0.5%
Value ($000) $2,457 Shares 23,842 Est. Cost $56.02 Unrealized +77.2%
T AT&T INC COM 0.5%
Value ($000) $2,303 Shares 81,569 Est. Cost $16.46 Unrealized +70.5%
TSCO TRACTOR SUPPLY CO COM 0.5%
Value ($000) $2,303 Shares 40,500 Est. Cost $53.62 Unrealized +9.1%
GS GOLDMAN SACHS GROUP INC COM 0.5%
Value ($000) $2,301 Shares 2,890 Est. Cost $550.99 Unrealized +33.4%
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $2,250 Shares 3,377 Est. Cost $563.86 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.5%
Value ($000) $2,231 Shares 18,386 Est. Cost $79.02 Unrealized +23.7%
PANW PALO ALTO NETWORKS INC COM 0.5%
Value ($000) $2,219 Shares 10,899 Est. Cost $188.67 Unrealized +1.5%
WMB WILLIAMS COS INC COM 0.5%
Value ($000) $2,186 Shares 34,511 Est. Cost $32.72 Unrealized +76.7%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $2,049 Shares 6,742 Est. Cost $257.08 Unrealized +17.2%
PFG PRINCIPAL FINANCIAL GROUP INC COM 0.4%
Value ($000) $2,010 Shares 24,247 Est. Cost $69.25 Unrealized +13.6%
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF 0.4%
Value ($000) $1,916 Shares 14,123 Est. Cost $106.77 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $1,890 Shares 6,720 Est. Cost $158.58 Unrealized +60.3%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $1,884 Shares 3,774 Est. Cost $397.10 Unrealized +12.9%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,859 Shares 28,147 Est. Cost $39.44 Unrealized +55.7%
COIN COINBASE GLOBAL INC COM CL A 0.4%
Value ($000) $1,789 Shares 5,300 Est. Cost $339.07 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC COM 0.4%
Value ($000) $1,771 Shares 41,955 Est. Cost $32.58 Unrealized
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,740 Shares 11,327 Est. Cost $141.02 Unrealized +9.8%
VLO VALERO ENERGY CORP COM 0.4%
Value ($000) $1,719 Shares 10,097 Est. Cost $118.61 Unrealized +24.6%
VFH VANGUARD FINANCIALS ETF 0.4%
Value ($000) $1,681 Shares 12,810 Est. Cost $118.78 Unrealized
L LOEWS CORP COM 0.3%
Value ($000) $1,629 Shares 16,225 Est. Cost $82.27 Unrealized +14.8%
PEP PEPSICO INC COM 0.3%
Value ($000) $1,615 Shares 11,498 Est. Cost $149.36 Unrealized -6.0%
PM PHILIP MORRIS INTL INC COM 0.3%
Value ($000) $1,611 Shares 9,931 Est. Cost $90.39 Unrealized +82.7%
LNG CHENIERE ENERGY INC COM NEW 0.3%
Value ($000) $1,610 Shares 6,850 Est. Cost $203.82 Unrealized +15.3%
OKE ONEOK INC NEW COM 0.3%
Value ($000) $1,595 Shares 21,864 Est. Cost $61.37 Unrealized +22.3%
IP INTERNATIONAL PAPER CO COM 0.3%
Value ($000) $1,582 Shares 34,094 Est. Cost $38.70 Unrealized +24.0%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $1,576 Shares 20,117 Est. Cost $51.48 Unrealized
DHT DHT HOLDINGS INC SHS NEW 0.3%
Value ($000) $1,573 Shares 131,625 Est. Cost $9.52 Unrealized +18.8%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,560 Shares 16,465 Est. Cost $63.92 Unrealized +44.3%
WPM WHEATON PRECIOUS METALS CORP COM 0.3%
Value ($000) $1,560 Shares 13,950 Est. Cost $47.04 Unrealized +107.7%
AMLP ALERIAN MLP ETF 0.3%
Value ($000) $1,541 Shares 32,844 Est. Cost $48.45 Unrealized
ARCC ARES CAPITAL CORP COM 0.3%
Value ($000) $1,537 Shares 75,304 Est. Cost $15.86 Unrealized +34.5%
MRK MERCK & CO INC COM 0.3%
Value ($000) $1,509 Shares 17,974 Est. Cost $83.30 Unrealized -2.7%
DLR DIGITAL RLTY TR INC COM 0.3%
Value ($000) $1,485 Shares 8,590 Est. Cost $167.83 Unrealized +0.5%
PGR PROGRESSIVE CORP COM 0.3%
Value ($000) $1,460 Shares 5,912 Est. Cost $232.36 Unrealized -0.3%
AVGO BROADCOM INC COM 0.3%
Value ($000) $1,446 Shares 4,382 Est. Cost $149.49 Unrealized +104.5%
UNILEVER PLC SPON ADR NEW 0.3%
Value ($000) $1,431 Shares 24,141 Est. Cost $50.24 Unrealized
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $1,418 Shares 9,129 Est. Cost $140.47 Unrealized +8.4%
VICI VICI PPTYS INC COM 0.3%
Value ($000) $1,345 Shares 41,241 Est. Cost $28.33 Unrealized +13.2%
SON SONOCO PRODS CO COM 0.3%
Value ($000) $1,336 Shares 30,994 Est. Cost $48.90 Unrealized -7.2%
LRCX LAM RESEARCH CORP COM NEW 0.3%
Value ($000) $1,326 Shares 9,900 Est. Cost $76.05 Unrealized +38.8%
WULF TERAWULF INC COM 0.3%
Value ($000) $1,313 Shares 115,000 Est. Cost $6.45 Unrealized +18.5%
STWD STARWOOD PPTY TR INC COM 0.3%
Value ($000) $1,263 Shares 65,187 Est. Cost $20.03 Unrealized
CMI CUMMINS INC COM 0.3%
Value ($000) $1,246 Shares 2,950 Est. Cost $262.23 Unrealized +45.2%
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value ($000) $1,191 Shares 30,371 Est. Cost $39.72 Unrealized +8.8%
FSK FS KKR CAP CORP COM 0.2%
Value ($000) $1,167 Shares 78,182 Est. Cost $15.29 Unrealized +14.1%
AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW 0.2%
Value ($000) $1,093 Shares 18,400 Est. Cost $12.40 Unrealized +303.1%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $1,089 Shares 1,427 Est. Cost $685.02 Unrealized +8.4%
ATO ATMOS ENERGY CORP COM 0.2%
Value ($000) $1,002 Shares 5,867 Est. Cost $109.59 Unrealized +46.0%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $960 Shares 6,640 Est. Cost $101.69 Unrealized +30.1%
DECK DECKERS OUTDOOR CORP COM 0.2%
Value ($000) $872 Shares 8,600 Est. Cost $109.38 Unrealized -0.3%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $847 Shares 9,610 Est. Cost $84.09 Unrealized +5.2%
FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 0.2%
Value ($000) $836 Shares 4,663 Est. Cost $153.77 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $832 Shares 5,856 Est. Cost $122.20 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $820 Shares 1,366 Est. Cost $488.32 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $756 Shares 1,613 Est. Cost $325.02 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $702 Shares 2,692 Est. Cost $246.61 Unrealized +4.3%
BKLN INVESCO SENIOR LOAN ETF 0.1%
Value ($000) $674 Shares 32,185 Est. Cost $20.79 Unrealized
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $650 Shares 9,484 Est. Cost $26.63 Unrealized +66.0%
CAIE CALAMOS AUTOCALLABLE INCOME ETF 0.1%
Value ($000) $604 Shares 21,990 Est. Cost $27.47 Unrealized
DINO HF SINCLAIR CORP COM 0.1%
Value ($000) $586 Shares 11,200 Est. Cost $33.51 Unrealized +39.4%
FLR FLUOR CORP NEW COM 0.1%
Value ($000) $564 Shares 13,400 Est. Cost $42.95 Unrealized +7.2%
HUT HUT 8 CORP COM 0.1%
Value ($000) $547 Shares 15,700 Est. Cost $20.42 Unrealized +24.5%
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $543 Shares 2,705 Est. Cost $140.49 Unrealized +23.1%
JOBY JOBY AVIATION INC COMMON STOCK 0.1%
Value ($000) $529 Shares 32,800 Est. Cost $9.90 Unrealized +53.5%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $529 Shares 8,017 Est. Cost $63.72 Unrealized
CAVA CAVA GROUP INC COM 0.1%
Value ($000) $515 Shares 8,530 Est. Cost $75.76 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $514 Shares 2,112 Est. Cost $166.80 Unrealized +25.9%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.1%
Value ($000) $481 Shares 4,383 Est. Cost $109.59 Unrealized
BUFZ FT VEST LADDERED MODERATE BUFFER ETF 0.1%
Value ($000) $480 Shares 18,536 Est. Cost $24.08 Unrealized
BWXT BWX TECHNOLOGIES INC COM 0.1%
Value ($000) $478 Shares 2,590 Est. Cost $116.37 Unrealized +38.0%
DAVE DAVE INC CLASS A COM NEW 0.1%
Value ($000) $439 Shares 2,200 Est. Cost $215.95 Unrealized 0.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $436 Shares 3,252 Est. Cost $109.09 Unrealized +19.7%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $419 Shares 5,544 Est. Cost $56.58 Unrealized +27.6%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $411 Shares 1,111 Est. Cost $336.63 Unrealized +14.2%
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $406 Shares 713 Est. Cost $472.41 Unrealized +21.4%
CTAS CINTAS CORP COM 0.1%
Value ($000) $404 Shares 1,966 Est. Cost $194.38 Unrealized +9.5%
EVRG EVERGY INC COM 0.1%
Value ($000) $400 Shares 5,259 Est. Cost $58.49 Unrealized +20.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $398 Shares 14,595 Est. Cost $45.01 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $386 Shares 525 Est. Cost $506.00 Unrealized +46.9%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $371 Shares 14,100 Est. Cost $32.87 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $365 Shares 394 Est. Cost $695.07 Unrealized +37.6%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.1%
Value ($000) $348 Shares 10,896 Est. Cost $44.08 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $333 Shares 1,181 Est. Cost $276.52 Unrealized +3.6%
VOT VANGUARD MID-CAP GROWTH ETF 0.1%
Value ($000) $328 Shares 1,117 Est. Cost $259.62 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 0.1%
Value ($000) $324 Shares 5,860 Est. Cost $50.10 Unrealized
NUDV NUVEEN ESG DIVIDEND ETF 0.1%
Value ($000) $284 Shares 9,741 Est. Cost $25.16 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $282 Shares 291 Est. Cost $616.34 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $276 Shares 1,894 Est. Cost $123.96 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $270 Shares 403 Est. Cost $487.09 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $265 Shares 3,602 Est. Cost $60.30 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $259 Shares 640 Est. Cost $336.15 Unrealized +15.8%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $257 Shares 1,061 Est. Cost $206.59 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $251 Shares 1,050 Est. Cost $187.82 Unrealized +27.9%
CLIP GLOBAL X 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $251 Shares 2,500 Est. Cost $100.50 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.1%
Value ($000) $244 Shares 1,450 Est. Cost $149.43 Unrealized +18.9%
CWI SPDR MSCI ACWI EX-US ETF 0.1%
Value ($000) $244 Shares 6,979 Est. Cost $28.40 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $234 Shares 3,592 Est. Cost $92.60 Unrealized
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $229 Shares 1,350 Est. Cost $179.77 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $226 Shares 1,221 Est. Cost $149.61 Unrealized +13.3%
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $209 Shares 9,392 Est. Cost $21.73 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $207 Shares 672 Est. Cost $189.47 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $202 Shares 1,593 Est. Cost $107.39 Unrealized +27.7%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $200 Shares 6,873 Est. Cost $42.71 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $199 Shares 6,400 Est. Cost $22.98 Unrealized +34.2%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 0.0%
Value ($000) $197 Shares 950 Est. Cost $160.29 Unrealized +25.7%
RTX RTX CORPORATION COM 0.0%
Value ($000) $192 Shares 1,146 Est. Cost $106.99 Unrealized +44.2%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $188 Shares 530 Est. Cost $182.64 Unrealized
TBIL US TREASURY 3 MONTH BILL ETF 0.0%
Value ($000) $183 Shares 3,661 Est. Cost $50.00 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $182 Shares 946 Est. Cost $123.54 Unrealized +41.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $181 Shares 430 Est. Cost $363.78 Unrealized +17.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $178 Shares 749 Est. Cost $266.02 Unrealized -5.5%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $175 Shares 355 Est. Cost $472.46 Unrealized +19.6%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $175 Shares 1,002 Est. Cost $159.92 Unrealized
PWR QUANTA SVCS INC COM 0.0%
Value ($000) $172 Shares 415 Est. Cost $318.83 Unrealized +21.9%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.0%
Value ($000) $166 Shares 3,608 Est. Cost $46.04 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $164 Shares 600 Est. Cost $267.83 Unrealized +6.6%
RITM RITHM CAPITAL CORP COM NEW 0.0%
Value ($000) $162 Shares 14,254 Est. Cost $11.01 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $162 Shares 2,703 Est. Cost $47.63 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $160 Shares 9,399 Est. Cost $9.20 Unrealized
AFLG FIRST TRUST ACTIVE FACTOR LARGE CAP ETF 0.0%
Value ($000) $160 Shares 4,112 Est. Cost $38.81 Unrealized
GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 0.0%
Value ($000) $150 Shares 3,865 Est. Cost $29.70 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $145 Shares 3,431 Est. Cost $21.75 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $142 Shares 2,550 Est. Cost $57.69 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $139 Shares 4,509 Est. Cost $30.83 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $135 Shares 800 Est. Cost $49.54 Unrealized +176.2%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $135 Shares 2,984 Est. Cost $35.38 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $130 Shares 2,440 Est. Cost $53.92 Unrealized 0.0%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $129 Shares 2,508 Est. Cost $32.26 Unrealized +49.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $129 Shares 598 Est. Cost $161.40 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 0.0%
Value ($000) $124 Shares 2,180 Est. Cost $39.24 Unrealized +49.6%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $120 Shares 499 Est. Cost $224.46 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $119 Shares 245 Est. Cost $492.20 Unrealized -5.6%
CME CME GROUP INC COM 0.0%
Value ($000) $119 Shares 439 Est. Cost $235.73 Unrealized +14.5%
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $113 Shares 2,618 Est. Cost $43.14 Unrealized
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $110 Shares 324 Est. Cost $261.27 Unrealized +20.1%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $109 Shares 480 Est. Cost $211.06 Unrealized +5.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $109 Shares 224 Est. Cost $435.68 Unrealized +22.5%
PWB INVESCO LARGE CAP GROWTH ETF 0.0%
Value ($000) $109 Shares 866 Est. Cost $72.75 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $106 Shares 1,302 Est. Cost $80.65 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $104 Shares 300 Est. Cost $318.72 Unrealized +10.3%
BA BOEING CO COM 0.0%
Value ($000) $101 Shares 466 Est. Cost $200.15 Unrealized +12.6%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $100 Shares 884 Est. Cost $96.05 Unrealized +14.2%
OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 0.0%
Value ($000) $99 Shares 2,217 Est. Cost $32.03 Unrealized
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $98 Shares 7,000 Est. Cost $14.22 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $97 Shares 1,245 Est. Cost $78.29 Unrealized -0.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $97 Shares 343 Est. Cost $183.85 Unrealized +41.2%
HYD VanEck Muni ETF 0.0%
Value ($000) $97 Shares 1,900 Est. Cost $50.21 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $96 Shares 685 Est. Cost $128.47 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $95 Shares 771 Est. Cost $95.24 Unrealized +25.8%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $92 Shares 1,207 Est. Cost $29.64 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $92 Shares 658 Est. Cost $132.14 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $92 Shares 328 Est. Cost $162.99 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $88 Shares 602 Est. Cost $163.79 Unrealized -8.1%
HCA HCA HEALTHCARE INC COM 0.0%
Value ($000) $86 Shares 202 Est. Cost $276.27 Unrealized +39.9%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $85 Shares 986 Est. Cost $69.38 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $83 Shares 699 Est. Cost $95.56 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $81 Shares 116 Est. Cost $239.67 Unrealized +191.7%
TRMK TRUSTMARK CORP COM 0.0%
Value ($000) $79 Shares 1,985 Est. Cost $31.03 Unrealized +24.4%
PL PLANET LABS PBC COM CL A 0.0%
Value ($000) $78 Shares 5,989 Est. Cost $5.51 Unrealized +39.9%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $76 Shares 350 Est. Cost $165.18 Unrealized +23.5%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $76 Shares 1,625 Est. Cost $46.23 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $76 Shares 320 Est. Cost $83.50 Unrealized +103.3%
SIL GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $75 Shares 1,053 Est. Cost $25.79 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $75 Shares 298 Est. Cost $227.59 Unrealized +7.3%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $71 Shares 205 Est. Cost $379.24 Unrealized -21.2%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $70 Shares 981 Est. Cost $71.32 Unrealized -10.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $70 Shares 430 Est. Cost $108.92 Unrealized +48.2%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $67 Shares 692 Est. Cost $42.85 Unrealized +124.4%
LIN LINDE PLC SHS 0.0%
Value ($000) $67 Shares 140 Est. Cost $408.37 Unrealized +15.2%
ADBE ADOBE INC COM 0.0%
Value ($000) $66 Shares 187 Est. Cost $439.76 Unrealized -18.4%
B BARRICK MNG CORP COM SHS 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $19.29 Unrealized +30.4%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $65 Shares 410 Est. Cost $128.08 Unrealized +17.3%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $64 Shares 590 Est. Cost $91.17 Unrealized +10.3%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $63 Shares 133 Est. Cost $219.65 Unrealized +93.7%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $61 Shares 941 Est. Cost $51.64 Unrealized
AVLV AVANTIS U.S. LARGE CAP VALUE ETF 0.0%
Value ($000) $61 Shares 843 Est. Cost $72.26 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $59 Shares 1,042 Est. Cost $40.72 Unrealized +39.6%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $59 Shares 397 Est. Cost $56.04 Unrealized +141.9%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $58 Shares 507 Est. Cost $103.81 Unrealized +12.7%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $57 Shares 583 Est. Cost $98.59 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $57 Shares 75 Est. Cost $575.96 Unrealized +27.6%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $57 Shares 531 Est. Cost $104.48 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $56 Shares 1,697 Est. Cost $45.58 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $56 Shares 450 Est. Cost $109.40 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $55 Shares 124 Est. Cost $540.55 Unrealized -11.2%
MODL VICTORYSHARES WESTEND U.S. SECTOR ETF 0.0%
Value ($000) $55 Shares 1,196 Est. Cost $45.32 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $55 Shares 622 Est. Cost $82.97 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $53 Shares 58 Est. Cost $128.07 Unrealized +45.8%
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $53 Shares 270 Est. Cost $81.48 Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 0.0%
Value ($000) $53 Shares 1,187 Est. Cost $44.31 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $52 Shares 114 Est. Cost $411.51 Unrealized +8.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $52 Shares 211 Est. Cost $277.72 Unrealized -6.2%
KO COCA COLA CO COM 0.0%
Value ($000) $51 Shares 772 Est. Cost $61.04 Unrealized +11.3%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $51 Shares 153 Est. Cost $149.10 Unrealized +112.3%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $49 Shares 99 Est. Cost $556.01 Unrealized -4.4%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $49 Shares 500 Est. Cost $93.52 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $48 Shares 40 Est. Cost $111.27 Unrealized +9.7%
GCC WISDOMTREE ENHANCED COMMODITY STGY FD 0.0%
Value ($000) $48 Shares 2,238 Est. Cost $17.06 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $48 Shares 41 Est. Cost $840.24 Unrealized +32.0%
WAB WABTEC COM 0.0%
Value ($000) $47 Shares 235 Est. Cost $197.00 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $47 Shares 420 Est. Cost $112.20 Unrealized +5.1%
JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF 0.0%
Value ($000) $46 Shares 625 Est. Cost $73.54 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $46 Shares 156 Est. Cost $223.79 Unrealized +33.1%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $43 Shares 947 Est. Cost $45.89 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $43 Shares 970 Est. Cost $41.75 Unrealized +1.8%
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 0.0%
Value ($000) $41 Shares 1,200 Est. Cost $29.14 Unrealized +15.7%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $40 Shares 65 Est. Cost $448.05 Unrealized +25.7%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $39 Shares 100 Est. Cost $460.98 Unrealized -9.3%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $38 Shares 20 Est. Cost $1960.42 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $38 Shares 77 Est. Cost $285.42 Unrealized +59.3%
CVNA CARVANA CO CL A 0.0%
Value ($000) $38 Shares 100 Est. Cost $61.03 Unrealized +486.0%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $38 Shares 798 Est. Cost $44.74 Unrealized 0.0%
RMD RESMED INC COM 0.0%
Value ($000) $37 Shares 135 Est. Cost $272.23 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $36 Shares 260 Est. Cost $141.02 Unrealized -0.7%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $36 Shares 680 Est. Cost $38.57 Unrealized +27.6%
XBIL US TREASURY 6 MONTH BILL ETF 0.0%
Value ($000) $36 Shares 716 Est. Cost $50.20 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $36 Shares 189 Est. Cost $181.74 Unrealized
LEU CENTRUS ENERGY CORP CL A 0.0%
Value ($000) $36 Shares 115 Est. Cost $131.64 Unrealized +68.0%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $36 Shares 115 Est. Cost $213.08 Unrealized +40.9%
CWCO CONSOLIDATED WATER CO INC ORD 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $29.73 Unrealized +6.2%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $35 Shares 292 Est. Cost $72.35 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $35 Shares 313 Est. Cost $101.04 Unrealized +7.1%
FTHI FIRST TRUST BUYWRITE INCOME ETF 0.0%
Value ($000) $35 Shares 1,481 Est. Cost $23.33 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $35 Shares 313 Est. Cost $63.88 Unrealized +63.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $35 Shares 180 Est. Cost $188.00 Unrealized +8.8%
INTC INTEL CORP COM 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $24.23 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $34 Shares 240 Est. Cost $151.05 Unrealized -5.6%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $33 Shares 748 Est. Cost $33.56 Unrealized +28.3%
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $33 Shares 696 Est. Cost $47.55 Unrealized
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 0.0%
Value ($000) $33 Shares 505 Est. Cost $64.86 Unrealized
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $33 Shares 350 Est. Cost $81.27 Unrealized +7.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $33 Shares 365 Est. Cost $60.72 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $32 Shares 150 Est. Cost $185.05 Unrealized +17.7%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $31 Shares 642 Est. Cost $64.69 Unrealized -1.9%
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $31 Shares 524 Est. Cost $56.56 Unrealized
JPLD JPMORGAN LIMITED DURATION BOND ETF 0.0%
Value ($000) $31 Shares 583 Est. Cost $51.00 Unrealized
OKLO OKLO INC COM CL A 0.0%
Value ($000) $31 Shares 274 Est. Cost $48.72 Unrealized +60.7%
PLD PROLOGIS INC. COM 0.0%
Value ($000) $30 Shares 263 Est. Cost $114.67 Unrealized -5.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $30 Shares 360 Est. Cost $78.02 Unrealized +6.0%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $30 Shares 783 Est. Cost $35.23 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $30 Shares 680 Est. Cost $43.41 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $29 Shares 211 Est. Cost $135.23 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $28 Shares 224 Est. Cost $128.28 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $28 Shares 2,503 Est. Cost $14.51 Unrealized -15.1%
DE DEERE & CO COM 0.0%
Value ($000) $27 Shares 60 Est. Cost $384.13 Unrealized +27.5%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $88.54 Unrealized +42.8%
PFE PFIZER INC COM 0.0%
Value ($000) $27 Shares 1,063 Est. Cost $28.03 Unrealized -13.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $27 Shares 88 Est. Cost $194.79 Unrealized +39.3%
SFL SFL CORPORATION LTD SHS 0.0%
Value ($000) $26 Shares 3,500 Est. Cost $11.36 Unrealized -24.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $26 Shares 230 Est. Cost $104.34 Unrealized +7.6%
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $25 Shares 669 Est. Cost $38.02 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $25 Shares 250 Est. Cost $71.24 Unrealized +32.1%
NI NISOURCE INC COM 0.0%
Value ($000) $25 Shares 570 Est. Cost $38.60 Unrealized +6.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $25 Shares 200 Est. Cost $140.13 Unrealized -12.8%
NVR NVR INC COM 0.0%
Value ($000) $24 Shares 3 Est. Cost $7950.13 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $24 Shares 495 Est. Cost $40.84 Unrealized +13.5%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $23 Shares 244 Est. Cost $92.62 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $22 Shares 110 Est. Cost $222.07 Unrealized -10.7%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $22 Shares 190 Est. Cost $104.25 Unrealized +2.7%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $21 Shares 516 Est. Cost $41.59 Unrealized
WSO WATSCO INC COM 0.0%
Value ($000) $21 Shares 53 Est. Cost $343.54 Unrealized +24.5%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $21 Shares 656 Est. Cost $29.65 Unrealized +9.4%
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 0.0%
Value ($000) $21 Shares 972 Est. Cost $21.31 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $21 Shares 145 Est. Cost $131.30 Unrealized +2.7%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $20 Shares 445 Est. Cost $40.26 Unrealized +4.6%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $20 Shares 123 Est. Cost $150.40 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $20 Shares 220 Est. Cost $72.67 Unrealized +9.8%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 219 Est. Cost $92.55 Unrealized
LIBERTY ALL STAR EQUITY FD SH BEN INT 0.0%
Value ($000) $19 Shares 3,075 Est. Cost $6.47 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $19 Shares 99 Est. Cost $182.82 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $19 Shares 115 Est. Cost $154.22 Unrealized +1.9%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $19 Shares 145 Est. Cost $82.15 Unrealized +64.9%
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF 0.0%
Value ($000) $19 Shares 753 Est. Cost $25.19 Unrealized
OMF ONEMAIN HLDGS INC COM 0.0%
Value ($000) $18 Shares 325 Est. Cost $53.81 Unrealized +9.7%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $18 Shares 250 Est. Cost $43.06 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $18 Shares 503 Est. Cost $29.79 Unrealized +33.8%
MET METLIFE INC COM 0.0%
Value ($000) $18 Shares 215 Est. Cost $75.63 Unrealized +3.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $18 Shares 188 Est. Cost $71.39 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.0%
Value ($000) $18 Shares 290 Est. Cost $54.96 Unrealized +0.3%
NANC UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF 0.0%
Value ($000) $16 Shares 355 Est. Cost $38.58 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value ($000) $15 Shares 110 Est. Cost $157.80 Unrealized -3.3%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $15 Shares 827 Est. Cost $28.88 Unrealized -35.3%
WPC WP CAREY INC COM 0.0%
Value ($000) $15 Shares 222 Est. Cost $60.53 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $15 Shares 295 Est. Cost $53.78 Unrealized -8.0%
EXC EXELON CORP COM 0.0%
Value ($000) $15 Shares 325 Est. Cost $43.53 Unrealized -0.4%
F FORD MTR CO COM 0.0%
Value ($000) $14 Shares 1,200 Est. Cost $9.92 Unrealized +14.2%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $14 Shares 530 Est. Cost $20.61 Unrealized +23.9%
WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $14 Shares 823 Est. Cost $16.87 Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $273.00 Unrealized -2.9%
DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 0.0%
Value ($000) $13 Shares 415 Est. Cost $31.89 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $76.81 Unrealized -12.9%
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $12 Shares 830 Est. Cost $38.88 Unrealized -68.7%
KVUE KENVUE INC COM 0.0%
Value ($000) $12 Shares 763 Est. Cost $20.68 Unrealized -3.0%
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $12 Shares 166 Est. Cost $60.71 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value ($000) $12 Shares 25 Est. Cost $334.96 Unrealized
SOUN SOUNDHOUND AI INC CLASS A COM 0.0%
Value ($000) $11 Shares 710 Est. Cost $9.42 Unrealized +40.9%
HIG HARTFORD INSURANCE GROUP INC COM 0.0%
Value ($000) $11 Shares 85 Est. Cost $73.33 Unrealized +73.7%
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR 0.0%
Value ($000) $11 Shares 739 Est. Cost $19.97 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $11 Shares 140 Est. Cost $78.98 Unrealized -5.1%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $11 Shares 73 Est. Cost $101.39 Unrealized +27.0%
VOTE TCW TRANSFORM 500 ETF 0.0%
Value ($000) $11 Shares 135 Est. Cost $51.85 Unrealized
HIMS HIMS & HERS HEALTH INC COM CL A 0.0%
Value ($000) $10 Shares 182 Est. Cost $45.20 Unrealized +13.4%
TEM TEMPUS AI INC CL A 0.0%
Value ($000) $10 Shares 127 Est. Cost $57.34 Unrealized +22.1%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $10 Shares 120 Est. Cost $46.44 Unrealized 0.0%
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.0%
Value ($000) $10 Shares 99 Est. Cost $100.70 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $9 Shares 42 Est. Cost $235.30 Unrealized -8.7%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $9 Shares 205 Est. Cost $38.16 Unrealized +16.2%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $9 Shares 107 Est. Cost $84.75 Unrealized +4.5%
EQIX EQUINIX INC COM 0.0%
Value ($000) $9 Shares 11 Est. Cost $724.16 Unrealized +6.9%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $9 Shares 170 Est. Cost $56.45 Unrealized -7.8%
COLUMBIA SELIGM PREM TECH GRW COM 0.0%
Value ($000) $9 Shares 243 Est. Cost $35.32 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $9 Shares 273 Est. Cost $31.27 Unrealized
BBY BEST BUY INC COM 0.0%
Value ($000) $8 Shares 110 Est. Cost $65.40 Unrealized +7.0%
GLW CORNING INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $31.79 Unrealized +104.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $8 Shares 42 Est. Cost $156.49 Unrealized +23.5%
CORNERSTONE STRATEGIC INVESTME COM 0.0%
Value ($000) $8 Shares 928 Est. Cost $8.28 Unrealized
LBRT LIBERTY ENERGY INC COM CL A 0.0%
Value ($000) $8 Shares 620 Est. Cost $11.56 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $8 Shares 43 Est. Cost $158.81 Unrealized
CORNERSTONE TOTAL RETURN FD IN COM 0.0%
Value ($000) $8 Shares 940 Est. Cost $8.04 Unrealized
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $7 Shares 230 Est. Cost $32.41 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value ($000) $7 Shares 24 Est. Cost $130.82 Unrealized +108.4%
HPQ HP INC COM 0.0%
Value ($000) $7 Shares 260 Est. Cost $24.92 Unrealized +4.9%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 260 Est. Cost $23.73 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $7 Shares 10 Est. Cost $719.44 Unrealized 0.0%
TOST TOAST INC CL A 0.0%
Value ($000) $6 Shares 172 Est. Cost $43.41 Unrealized 0.0%
EXPI EXP WORLD HLDGS INC COM 0.0%
Value ($000) $6 Shares 580 Est. Cost $11.50 Unrealized -8.7%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $67.74 Unrealized +5.3%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $6 Shares 213 Est. Cost $27.46 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT 0.0%
Value ($000) $6 Shares 260 Est. Cost $22.16 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $6 Shares 101 Est. Cost $141.87 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $5 Shares 49 Est. Cost $98.07 Unrealized
GBDC GOLUB CAP BDC INC COM 0.0%
Value ($000) $5 Shares 392 Est. Cost $14.01 Unrealized 0.0%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value ($000) $5 Shares 205 Est. Cost $28.36 Unrealized 0.0%
VST VISTRA CORP COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $148.62 Unrealized +33.0%
LAZ LAZARD INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.82 Unrealized +29.0%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $5 Shares 339 Est. Cost $14.89 Unrealized
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $5 Shares 560 Est. Cost $8.99 Unrealized
BLACKROCK MULTI SECTOR INC TR COM 0.0%
Value ($000) $5 Shares 369 Est. Cost $13.39 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $5 Shares 31 Est. Cost $123.74 Unrealized +18.3%
AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $96.68 Unrealized
VIRTUS ARTIFICIAL INTELLIGENCE COM 0.0%
Value ($000) $5 Shares 201 Est. Cost $24.03 Unrealized
NFTY FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF 0.0%
Value ($000) $4 Shares 76 Est. Cost $56.92 Unrealized
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value ($000) $4 Shares 154 Est. Cost $27.56 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $4 Shares 44 Est. Cost $96.14 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $4 Shares 4 Est. Cost $673.02 Unrealized +48.7%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $50.71 Unrealized
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $4 Shares 608 Est. Cost $7.18 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $131.73 Unrealized -3.7%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $100.28 Unrealized +2.9%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $4 Shares 25 Est. Cost $127.92 Unrealized
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $4 Shares 311 Est. Cost $11.44 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $3 Shares 365 Est. Cost $12.20 Unrealized -15.8%
INVESCO QUALITY MUN INCOME TR COM 0.0%
Value ($000) $3 Shares 313 Est. Cost $12.78 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $216.32 Unrealized +27.6%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $3 Shares 9 Est. Cost $392.63 Unrealized -3.3%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $2 Shares 36 Est. Cost $82.15 Unrealized -14.4%
U UNITY SOFTWARE INC COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.58 Unrealized +64.2%
BUG GLOBAL X CYBERSECURITY ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $32.34 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $244.12 Unrealized +20.1%
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $38.79 Unrealized -54.3%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $82.63 Unrealized -30.3%
NLOP NET LEASE OFFICE PROPERTIES COM 0.0%
Value ($000) $1 Shares 37 Est. Cost $23.82 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 54 Est. Cost $15.37 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value ($000) $1 Shares 10 Est. Cost $99.37 Unrealized +5.9%
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW 0.0%
Value ($000) $1 Shares 220 Est. Cost $11.88 Unrealized -71.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $40.36 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 3 Est. Cost $132.33 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $1 Shares 2 Est. Cost $200.15 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 36 Est. Cost $21.81 Unrealized -34.9%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $50.44 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 9 Est. Cost $21.27 Unrealized +61.5%
UNIT UNITI GROUP LLC COM SHS 0.0%
Value ($000) $0 Shares 29 Est. Cost $7.16 Unrealized 0.0%
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CINGW CINGULATE INC WT EXP 121026 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $0.33 Unrealized
ACB AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost $3.87 Unrealized +26.1%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $22.15 Unrealized -6.5%