Pinnacle Wealth Planning Services, Inc. Diversified Active

Location: Mansfield, OH

CIK: 0001726752 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value: $637M (100.0% shares, 0.0% debt)

Holdings (482)

FLTR VANECK IG FLOATING RATE ETF 12.8%
Value $81.45M Shares 3,778,547 Est. Cost $20.81 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 9.5%
Value $60.23M Shares 4,364,268 Est. Cost $7.76 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 9.1%
Value $57.79M Shares 1,370,091 Est. Cost $37.16 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 3.3%
Value $21.12M Shares 452,863 Est. Cost $32.69 Unrealized
AAPL APPLE INC 2.7%
Value $16.97M Shares 88,120 Est. Cost $147.05 Unrealized +24.3%
MSFT MICROSOFT 2.5%
Value $16.15M Shares 42,949 Est. Cost $152.32 Unrealized +130.0%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2.2%
Value $14.13M Shares 551,114 Est. Cost $27.41 Unrealized
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 1.8%
Value $11.52M Shares 177,063 Est. Cost $42.12 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 1.6%
Value $10.25M Shares 183,328 Est. Cost $39.40 Unrealized
AMZN AMAZON.COM INC 1.4%
Value $8.595M Shares 56,569 Est. Cost $118.47 Unrealized +18.3%
FSK FS KKR CAP CORP COM 1.3%
Value $8.028M Shares 402,015 Est. Cost $12.01 Unrealized +17.8%
NVDA NVIDIA CORP 1.2%
Value $7.353M Shares 14,847 Est. Cost $17.62 Unrealized +162.9%
EMTL SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 1.1%
Value $7.089M Shares 169,024 Est. Cost $43.83 Unrealized
EFV ISHARES MSCI EAFE VALUE INDEX ETF 1.0%
Value $6.431M Shares 123,441 Est. Cost $43.68 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.8%
Value $5.285M Shares 53,248 Est. Cost $102.46 Unrealized
META META PLATFORMS INC CL A 0.8%
Value $4.909M Shares 13,868 Est. Cost $215.01 Unrealized +50.4%
GOOGL GOOGLE INC 0.7%
Value $4.746M Shares 33,973 Est. Cost $108.38 Unrealized +23.0%
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.7%
Value $4.24M Shares 43,777 Est. Cost $84.44 Unrealized
TSLA TESLA MOTORS INC 0.7%
Value $4.238M Shares 17,057 Est. Cost $219.12 Unrealized +8.5%
EFA ISHARES MSCI EAFE ETF 0.7%
Value $4.154M Shares 55,129 Est. Cost $67.72 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.6%
Value $4.048M Shares 24,496 Est. Cost $135.94 Unrealized
IVV ISHARES S&P 500 INDEX 0.6%
Value $4.023M Shares 8,422 Est. Cost $335.17 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.6%
Value $3.954M Shares 142,805 Est. Cost $22.98 Unrealized
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF 0.6%
Value $3.613M Shares 78,690 Est. Cost $46.39 Unrealized
SPY SPDR S&P 500 ETF 0.6%
Value $3.6M Shares 7,573 Est. Cost $352.37 Unrealized
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.6%
Value $3.587M Shares 101,307 Est. Cost $35.87 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value $3.528M Shares 11,636 Est. Cost $183.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value $3.499M Shares 9,811 Est. Cost $238.00 Unrealized +47.5%
TIPX SPDR BLOOMBERG 1-10 YEAR TIPS ETF 0.5%
Value $3.488M Shares 187,605 Est. Cost $19.13 Unrealized
MCD MCDONALDS CORP COM 0.5%
Value $3.453M Shares 11,647 Est. Cost $167.26 Unrealized +54.7%
V VISA INC 0.5%
Value $3.437M Shares 13,202 Est. Cost $224.42 Unrealized +8.1%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value $3.394M Shares 24,082 Est. Cost $109.20 Unrealized +23.3%
UNH UNITEDHEALTH GROUP 0.5%
Value $3.166M Shares 6,014 Est. Cost $293.46 Unrealized +74.2%
JPM JPMORGAN CHASE & CO COM 0.5%
Value $3.071M Shares 18,053 Est. Cost $119.72 Unrealized +21.0%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.5%
Value $2.949M Shares 56,901 Est. Cost $46.28 Unrealized
PEP PEPSICO INC COM 0.5%
Value $2.898M Shares 17,064 Est. Cost $111.86 Unrealized +37.4%
SHW SHERWIN WILLIAMS CO COM 0.4%
Value $2.803M Shares 8,986 Est. Cost $247.72 Unrealized +6.6%
PG PROCTER AND GAMBLE CO COM 0.4%
Value $2.679M Shares 18,281 Est. Cost $108.18 Unrealized +30.0%
JNJ JOHNSON & JOHNSON COM 0.4%
Value $2.446M Shares 15,607 Est. Cost $127.76 Unrealized +12.4%
XOM EXXON MOBIL CORP COM 0.4%
Value $2.359M Shares 23,593 Est. Cost $44.02 Unrealized +121.7%
AJG GALLAGHER ARTHUR J &CO 0.4%
Value $2.354M Shares 10,468 Est. Cost $112.43 Unrealized +106.7%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value $2.338M Shares 21,595 Est. Cost $99.90 Unrealized
ABBV ABBVIE INC COM 0.4%
Value $2.299M Shares 14,837 Est. Cost $84.14 Unrealized +61.3%
MA MASTERCARD INC 0.4%
Value $2.258M Shares 5,294 Est. Cost $230.62 Unrealized +72.2%
LLY ELI LILLY & CO COM 0.4%
Value $2.239M Shares 3,841 Est. Cost $171.48 Unrealized +235.4%
IWM ISHARES RUSSELL 2000 ETF 0.3%
Value $2.197M Shares 10,946 Est. Cost $186.76 Unrealized
TSN TYSON FOODS INC CL A 0.3%
Value $2.188M Shares 40,706 Est. Cost $52.88 Unrealized -14.8%
FOOT LOCKER INC COM 0.3%
Value $2.185M Shares 70,160 Est. Cost $21.26 Unrealized
HD HOME DEPOT 0.3%
Value $2.169M Shares 6,258 Est. Cost $201.81 Unrealized +45.5%
AVGO AVAGO TECHNOLOGIES LTD 0.3%
Value $2.047M Shares 1,834 Est. Cost $39.20 Unrealized +135.3%
CVX CHEVRON CORP NEW COM 0.3%
Value $2.042M Shares 13,687 Est. Cost $99.80 Unrealized +38.1%
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.3%
Value $1.991M Shares 37,922 Est. Cost $49.59 Unrealized
ADBE ADOBE SYS INC 0.3%
Value $1.99M Shares 3,336 Est. Cost $328.07 Unrealized +75.8%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.3%
Value $1.907M Shares 2,519 Est. Cost $420.17 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.3%
Value $1.753M Shares 16,945 Est. Cost $88.90 Unrealized
INTC INTEL CORP COM 0.3%
Value $1.697M Shares 33,776 Est. Cost $41.05 Unrealized -2.4%
MRK MERCK & CO INC 0.3%
Value $1.691M Shares 15,515 Est. Cost $64.70 Unrealized +49.6%
ACN ACCENTURE LTD BERMUDA CL A 0.3%
Value $1.682M Shares 4,793 Est. Cost $219.87 Unrealized +42.2%
NDSN NORDSON CORP 0.3%
Value $1.681M Shares 6,364 Est. Cost $193.41 Unrealized +16.5%
MPC MARATHON PETE CORP 0.3%
Value $1.645M Shares 11,089 Est. Cost $39.24 Unrealized +261.9%
WFC WELLS FARGO CO NEW COM 0.3%
Value $1.631M Shares 33,145 Est. Cost $40.17 Unrealized +2.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value $1.559M Shares 2,937 Est. Cost $328.74 Unrealized +46.2%
NFLX NETFLIX COM INC 0.2%
Value $1.524M Shares 3,130 Est. Cost $36.07 Unrealized +21.0%
F FORD MOTOR COMPANY 0.2%
Value $1.509M Shares 123,803 Est. Cost $10.12 Unrealized -4.8%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value $1.506M Shares 9,543 Est. Cost $146.42 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value $1.504M Shares 2,279 Est. Cost $317.07 Unrealized +80.9%
INTU INTUIT INC 0.2%
Value $1.479M Shares 2,367 Est. Cost $256.58 Unrealized +112.3%
LIN LINDE PLC SHS 0.2%
Value $1.39M Shares 3,384 Est. Cost $323.02 Unrealized +18.8%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value $1.382M Shares 9,375 Est. Cost $103.36 Unrealized +14.0%
CMCSA COMCAST CORP NEW CL A 0.2%
Value $1.348M Shares 30,747 Est. Cost $33.14 Unrealized +21.0%
SPGI S&P GLOBAL INC COM 0.2%
Value $1.34M Shares 3,043 Est. Cost $341.37 Unrealized +13.7%
CSCO CISCO SYS INC 0.2%
Value $1.332M Shares 26,359 Est. Cost $38.90 Unrealized +23.3%
WMT WALMART INC COM 0.2%
Value $1.319M Shares 8,368 Est. Cost $37.28 Unrealized +38.5%
COP CONOCOPHILLIPS COM 0.2%
Value $1.314M Shares 11,322 Est. Cost $41.78 Unrealized +162.6%
BAC BANK AMERICA CORP COM 0.2%
Value $1.295M Shares 38,463 Est. Cost $28.05 Unrealized -1.6%
CRM SALESFORCE COM 0.2%
Value $1.291M Shares 4,908 Est. Cost $173.10 Unrealized +29.2%
DJUL FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY 0.2%
Value $1.274M Shares 34,897 Est. Cost $35.41 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.2%
Value $1.27M Shares 18,853 Est. Cost $52.47 Unrealized
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST 0.2%
Value $1.257M Shares 35,481 Est. Cost $31.16 Unrealized
ABT ABBOTT LABS COM 0.2%
Value $1.227M Shares 11,143 Est. Cost $82.30 Unrealized +16.7%
KO COCA COLA CO COM 0.2%
Value $1.193M Shares 20,249 Est. Cost $44.52 Unrealized +19.6%
STLA STELLANTIS N.V SHS 0.2%
Value $1.158M Shares 49,672 Est. Cost $17.72 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.2%
Value $1.158M Shares 6,111 Est. Cost $121.57 Unrealized +53.8%
UGA UNITED STATES GASOLINE FUND LP 0.2%
Value $1.153M Shares 19,000 Est. Cost $10.08 Unrealized
CAT CATERPILLAR INC COM 0.2%
Value $1.142M Shares 3,861 Est. Cost $171.63 Unrealized +46.4%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.2%
Value $1.114M Shares 10,708 Est. Cost $80.83 Unrealized
SAP SAP AKTIENGESELLSCHAFT ADR 0.2%
Value $1.071M Shares 6,931 Est. Cost $107.13 Unrealized
ORCL ORACLE CORPORATION 0.2%
Value $1.042M Shares 9,883 Est. Cost $55.97 Unrealized +90.7%
NKE NIKE INC CLASS B 0.2%
Value $1.038M Shares 9,560 Est. Cost $97.71 Unrealized +5.4%
PFE PFIZER INC COM 0.2%
Value $1.003M Shares 34,852 Est. Cost $30.74 Unrealized -14.1%
DHR DANAHER CORP 0.2%
Value $1.001M Shares 4,329 Est. Cost $152.76 Unrealized +37.7%
QCOM QUALCOMM INC 0.2%
Value $989K Shares 6,835 Est. Cost $124.28 Unrealized -4.8%
LOW LOWES COS INC COM 0.2%
Value $986K Shares 4,431 Est. Cost $152.44 Unrealized +27.7%
BA BOEING CO COM 0.2%
Value $975K Shares 3,740 Est. Cost $172.44 Unrealized +24.0%
CP CANADIAN PAC RAILWAYLTD 0.2%
Value $974K Shares 12,319 Est. Cost $76.08 Unrealized -5.2%
AMAT APPLIED MATLS INC COM 0.2%
Value $958K Shares 5,914 Est. Cost $97.78 Unrealized +47.4%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value $922K Shares 2,733 Est. Cost $299.78 Unrealized -0.6%
IBN ICICI BANK LTD ADR 0.1%
Value $922K Shares 38,660 Est. Cost $16.66 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $911K Shares 9,679 Est. Cost $67.97 Unrealized +23.2%
SHEL ROYAL DUTCH SHELL PLC-ADR 0.1%
Value $891K Shares 13,544 Est. Cost $57.93 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $888K Shares 4,233 Est. Cost $144.85 Unrealized +19.0%
ETN EATON CORP PLC SHS 0.1%
Value $886K Shares 3,680 Est. Cost $145.43 Unrealized +48.2%
NOW SERVICE NOW INC 0.1%
Value $882K Shares 1,248 Est. Cost $101.03 Unrealized +24.8%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value $861K Shares 6,462 Est. Cost $85.74 Unrealized +23.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value $860K Shares 4,593 Est. Cost $107.09 Unrealized +46.6%
IBM INTL BUSINESS MACHINES 0.1%
Value $849K Shares 5,189 Est. Cost $110.87 Unrealized +27.6%
MS MORGAN STANLEY 0.1%
Value $834K Shares 8,940 Est. Cost $68.57 Unrealized +9.1%
ZTS ZOETIS INC COM CL A 0.1%
Value $830K Shares 4,204 Est. Cost $96.95 Unrealized +78.3%
VLO VALERO ENERGY CORP 0.1%
Value $806K Shares 6,197 Est. Cost $62.74 Unrealized +90.2%
PGR PROGRESSIVE CORP COM 0.1%
Value $802K Shares 5,038 Est. Cost $98.01 Unrealized +46.3%
T AT&T INC COM 0.1%
Value $793K Shares 47,267 Est. Cost $14.90 Unrealized -4.6%
BLACKROCK INC 0.1%
Value $784K Shares 966 Est. Cost $576.00 Unrealized
AMGN AMGEN INC 0.1%
Value $783K Shares 2,718 Est. Cost $190.90 Unrealized +33.6%
ADI ANALOG DEVICES INC COM 0.1%
Value $778K Shares 3,919 Est. Cost $131.46 Unrealized +31.0%
PSX PHILLIPS 66 0.1%
Value $774K Shares 5,817 Est. Cost $66.19 Unrealized +67.8%
RACE FERRARI N V COM 0.1%
Value $769K Shares 2,271 Est. Cost $201.58 Unrealized +65.6%
LAM RESEARCH CORP 0.1%
Value $763K Shares 974 Est. Cost $471.26 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value $733K Shares 20,715 Est. Cost $27.50 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $716K Shares 8,840 Est. Cost $53.23 Unrealized +35.6%
RTX RTX CORPORATION COM 0.1%
Value $714K Shares 8,486 Est. Cost $74.92 Unrealized +0.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $711K Shares 1,842 Est. Cost $302.92 Unrealized +4.9%
TJX TJX COS INC NEW COM 0.1%
Value $697K Shares 7,426 Est. Cost $65.95 Unrealized +32.3%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value $697K Shares 2,929 Est. Cost $163.55 Unrealized +20.0%
PH PARKER-HANNIFIN CORP COM 0.1%
Value $674K Shares 1,464 Est. Cost $272.92 Unrealized +49.2%
CB CHUBB LIMITED COM 0.1%
Value $671K Shares 2,968 Est. Cost $167.88 Unrealized +27.3%
GWX SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF 0.1%
Value $671K Shares 424,982 Est. Cost $3.58 Unrealized
UNP UNION PAC CORP COM 0.1%
Value $671K Shares 2,730 Est. Cost $184.99 Unrealized +13.1%
VZ VERIZON COMMUNICATIONS 0.1%
Value $670K Shares 17,774 Est. Cost $36.05 Unrealized -14.0%
ICE INTERCONTINENTALEXCHINTL 0.1%
Value $664K Shares 5,167 Est. Cost $79.94 Unrealized +38.1%
DIS DISNEY WALT CO COM 0.1%
Value $663K Shares 7,342 Est. Cost $111.09 Unrealized -22.4%
MUB ISHARES AMT-FREE MUNI BOND ETF 0.1%
Value $656K Shares 6,053 Est. Cost $105.52 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.1%
Value $654K Shares 11,901 Est. Cost $53.56 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value $650K Shares 3,812 Est. Cost $127.42 Unrealized +14.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value $645K Shares 1,423 Est. Cost $311.31 Unrealized +34.1%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value $641K Shares 3,684 Est. Cost $153.75 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value $638K Shares 4,060 Est. Cost $114.10 Unrealized +17.7%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value $636K Shares 4,981 Est. Cost $60.57 Unrealized +51.0%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.1%
Value $624K Shares 12,070 Est. Cost $51.68 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value $612K Shares 2,333 Est. Cost $147.44 Unrealized
DE DEERE & CO COM 0.1%
Value $611K Shares 1,528 Est. Cost $341.64 Unrealized +6.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value $606K Shares 9,984 Est. Cost $60.52 Unrealized -11.7%
ASX ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 0.1%
Value $601K Shares 63,886 Est. Cost $6.39 Unrealized
WSO WATSCO INC COM 0.1%
Value $598K Shares 1,395 Est. Cost $297.54 Unrealized +30.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value $597K Shares 8,243 Est. Cost $46.90 Unrealized +37.1%
SYK STRYKER CORP 0.1%
Value $594K Shares 1,983 Est. Cost $220.49 Unrealized +24.7%
APH AMPHENOL CORP CL A 0.1%
Value $594K Shares 5,988 Est. Cost $35.98 Unrealized +20.6%
BKNG BOOKING HOLDINGS INC COM 0.1%
Value $592K Shares 167 Est. Cost $1707.83 Unrealized +79.6%
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.1%
Value $590K Shares 9,534 Est. Cost $57.56 Unrealized
UMC UNITED MICROELECTRONICS CORPOR SPONSORED A 0.1%
Value $587K Shares 69,423 Est. Cost $5.62 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.1%
Value $585K Shares 6,973 Est. Cost $37.12 Unrealized
SONY SONY GROUP CORP SPONSORED ADR 0.1%
Value $584K Shares 6,172 Est. Cost $76.28 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value $577K Shares 1,956 Est. Cost $80.19 Unrealized +66.7%
RIO RIO TINTO PLC SPON ADR 0.1%
Value $575K Shares 7,726 Est. Cost $60.72 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value $573K Shares 5,522 Est. Cost $68.84 Unrealized +25.8%
TGT TARGET CORP COM 0.1%
Value $570K Shares 4,001 Est. Cost $154.53 Unrealized -26.9%
GWW GRAINGER W W INC COM 0.1%
Value $566K Shares 683 Est. Cost $305.76 Unrealized +147.4%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value $564K Shares 9,155 Est. Cost $35.26 Unrealized +48.4%
SNPS SYNOPSYS INC COM 0.1%
Value $552K Shares 1,073 Est. Cost $184.37 Unrealized +177.3%
SO SOUTHERN CO COM 0.1%
Value $552K Shares 7,875 Est. Cost $51.08 Unrealized +24.8%
CSX CSX CORP 0.1%
Value $546K Shares 15,747 Est. Cost $29.80 Unrealized +3.6%
NVS NOVARTIS AG ADR 0.1%
Value $541K Shares 5,362 Est. Cost $90.09 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value $540K Shares 5,549 Est. Cost $69.56 Unrealized +26.6%
DHI D R HORTON INC 0.1%
Value $540K Shares 3,551 Est. Cost $67.77 Unrealized +77.9%
BUD ANHEUSER BUSCH 0.1%
Value $540K Shares 8,349 Est. Cost $59.96 Unrealized
AON AON CORP 0.1%
Value $539K Shares 1,853 Est. Cost $230.16 Unrealized +37.0%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value $537K Shares 611 Est. Cost $552.33 Unrealized +48.3%
TRI THOMSON REUTERS CORPORATION (USA) 0.1%
Value $533K Shares 3,646 Est. Cost $122.38 Unrealized +4.7%
CVS CVS HEALTH CORP COM 0.1%
Value $529K Shares 6,701 Est. Cost $62.50 Unrealized +4.6%
RDY DR REDDYS LABS LTD ADR 0.1%
Value $528K Shares 7,595 Est. Cost $56.04 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $521K Shares 5,426 Est. Cost $78.65 Unrealized +17.2%
ACNB A C N B CORP 0.1%
Value $509K Shares 11,363 Est. Cost $21.99 Unrealized +59.5%
TMUS T-MOBILE US INC COM 0.1%
Value $506K Shares 3,155 Est. Cost $116.94 Unrealized +22.4%
MNST MONSTER BEVERAGE CORP 0.1%
Value $502K Shares 8,707 Est. Cost $46.46 Unrealized +15.0%
CPRT COPART INC 0.1%
Value $501K Shares 10,232 Est. Cost $37.10 Unrealized +27.3%
GLD SPDR GOLD ETF 0.1%
Value $501K Shares 2,622 Est. Cost $170.26 Unrealized
MET METLIFE INC COM 0.1%
Value $499K Shares 7,541 Est. Cost $44.73 Unrealized +31.4%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value $498K Shares 8,623 Est. Cost $38.09 Unrealized +40.2%
RELX RELX PLC SPONSORED ADR 0.1%
Value $498K Shares 12,545 Est. Cost $27.06 Unrealized
ELV ELEVANCE HEALTH INC COM 0.1%
Value $494K Shares 1,048 Est. Cost $279.25 Unrealized +59.9%
EQIX EQUINIX INC COM 0.1%
Value $493K Shares 613 Est. Cost $522.79 Unrealized +40.3%
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value $488K Shares 7,144 Est. Cost $66.58 Unrealized
SNY SANOFI SA 0.1%
Value $488K Shares 9,803 Est. Cost $48.77 Unrealized
BCS BARCLAYS PLC ADR 0.1%
Value $484K Shares 61,363 Est. Cost $7.91 Unrealized
CI CIGNA CORP 0.1%
Value $475K Shares 1,585 Est. Cost $205.35 Unrealized +36.7%
QQQ POWERSHARES QQQ TR 0.1%
Value $471K Shares 1,150 Est. Cost $355.01 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value $465K Shares 1,997 Est. Cost $167.94 Unrealized +32.2%
DEO DIAGEO PLC 0.1%
Value $462K Shares 3,175 Est. Cost $168.05 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value $450K Shares 1,734 Est. Cost $155.94 Unrealized +50.2%
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value $449K Shares 1,103 Est. Cost $210.72 Unrealized +75.3%
PUK PRUDENTIAL CORP PLC ADRF SPONSORED ADR 0.1%
Value $449K Shares 19,984 Est. Cost $26.83 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value $447K Shares 11,079 Est. Cost $31.77 Unrealized +9.6%
WF WOORI FINL GROUP INC SPONSORED ADS 0.1%
Value $441K Shares 14,587 Est. Cost $27.53 Unrealized
PHM PULTE GROUP INC COM 0.1%
Value $436K Shares 4,226 Est. Cost $41.03 Unrealized +103.8%
KLAC KLA-TENCOR CORP 0.1%
Value $432K Shares 744 Est. Cost $348.04 Unrealized +46.8%
CTAS CINTAS CORP 0.1%
Value $430K Shares 714 Est. Cost $85.71 Unrealized +53.7%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value $428K Shares 451 Est. Cost $44.71 Unrealized +41.4%
ICLR ICON PLC SHS 0.1%
Value $427K Shares 1,509 Est. Cost $229.39 Unrealized +12.8%
WIT WIPRO LTD SPON ADR 1 SH 0.1%
Value $426K Shares 76,472 Est. Cost $5.14 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value $424K Shares 6,903 Est. Cost $85.58 Unrealized -33.2%
SBAC SBA COMMUNICATIONS CP 0.1%
Value $423K Shares 1,666 Est. Cost $213.50 Unrealized +1.0%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value $420K Shares 22,832 Est. Cost $19.72 Unrealized
ARCC ARES CAPITAL CORP COM 0.1%
Value $416K Shares 20,785 Est. Cost $15.51 Unrealized +2.9%
SHG SHINHAN FINL GROUP ADR F SPONSORED ADR 0.1%
Value $416K Shares 13,525 Est. Cost $26.62 Unrealized
KMI KINDER MORGAN INC 0.1%
Value $414K Shares 23,455 Est. Cost $11.73 Unrealized +30.8%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value $413K Shares 7,932 Est. Cost $34.41 Unrealized +48.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value $412K Shares 10,254 Est. Cost $40.37 Unrealized
WM WASTE MANAGEMENT INC 0.1%
Value $411K Shares 2,296 Est. Cost $118.06 Unrealized +37.6%
ARISTA NETWORKS INC COM 0.1%
Value $409K Shares 1,735 Est. Cost $122.25 Unrealized
GSK GSK PLC SPONSORED ADR 0.1%
Value $400K Shares 10,797 Est. Cost $36.11 Unrealized
JCI JOHNSON CTLS INC 0.1%
Value $392K Shares 6,809 Est. Cost $54.58 Unrealized -7.1%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $390K Shares 2,521 Est. Cost $126.97 Unrealized -5.5%
SFM SPROUTS FMRS MKT INC COM 0.1%
Value $388K Shares 8,062 Est. Cost $25.29 Unrealized +73.0%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value $387K Shares 7,443 Est. Cost $39.25 Unrealized +11.3%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value $387K Shares 6,328 Est. Cost $50.65 Unrealized +13.1%
MELI MERCADOLIBRE INC 0.1%
Value $387K Shares 246 Est. Cost $1417.24 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.1%
Value $386K Shares 44,845 Est. Cost $3.95 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.1%
Value $386K Shares 5,884 Est. Cost $29.83 Unrealized 0.0%
MCK MCKESSON CORP 0.1%
Value $384K Shares 830 Est. Cost $272.81 Unrealized +65.1%
AMP AMERIPRISE FINANCIAL INC. 0.1%
Value $372K Shares 980 Est. Cost $244.19 Unrealized +36.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value $370K Shares 162 Est. Cost $33.78 Unrealized +23.2%
ADSK AUTODESK INC 0.1%
Value $370K Shares 1,518 Est. Cost $202.38 Unrealized +6.7%
PIONEER NATURAL RESOURCES CO 0.1%
Value $368K Shares 1,637 Est. Cost $232.27 Unrealized
NUE NUCOR CORP COM 0.1%
Value $368K Shares 2,115 Est. Cost $102.33 Unrealized +49.8%
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN US86562M2098 0.1%
Value $364K Shares 37,607 Est. Cost $6.05 Unrealized
HSBC HSBC HOLDINGS PLC SPONS ADR 0.1%
Value $361K Shares 8,895 Est. Cost $32.54 Unrealized
YUM YUM! BRANDS INC 0.1%
Value $359K Shares 2,748 Est. Cost $81.61 Unrealized +46.7%
UBS UBS AG NEW F 0.1%
Value $358K Shares 11,584 Est. Cost $23.36 Unrealized +12.6%
JBL JABIL CIRCUIT INC 0.1%
Value $357K Shares 2,805 Est. Cost $57.83 Unrealized +119.2%
FCX FREEPORT MCMORAN COPPER 0.1%
Value $353K Shares 8,294 Est. Cost $33.64 Unrealized +6.7%
USB US BANCORP DEL COM NEW 0.1%
Value $352K Shares 8,122 Est. Cost $35.91 Unrealized -7.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value $351K Shares 4,524 Est. Cost $103.83 Unrealized
TXT TEXTRON INC COM 0.1%
Value $349K Shares 4,345 Est. Cost $65.98 Unrealized +17.3%
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value $349K Shares 1,656 Est. Cost $163.17 Unrealized +19.3%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value $347K Shares 4,557 Est. Cost $69.58 Unrealized 0.0%
ING ING GROEP NV ADR 0.1%
Value $346K Shares 23,015 Est. Cost $10.08 Unrealized
RY ROYAL BANK OF CANADA 0.1%
Value $344K Shares 3,401 Est. Cost $90.22 Unrealized -2.3%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value $343K Shares 3,857 Est. Cost $86.45 Unrealized
DOW DOW INC COM 0.1%
Value $343K Shares 6,261 Est. Cost $42.53 Unrealized +5.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value $341K Shares 1,300 Est. Cost $197.50 Unrealized +15.1%
FITB FIFTH THIRD BANCORP 0.1%
Value $340K Shares 9,870 Est. Cost $28.88 Unrealized -11.5%
GM GENERAL MOTORS CORP 0.1%
Value $340K Shares 9,460 Est. Cost $39.49 Unrealized -23.4%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value $335K Shares 1,231 Est. Cost $159.86 Unrealized +61.2%
PWR QUANTA SERVICES INC 0.1%
Value $335K Shares 1,551 Est. Cost $145.85 Unrealized +26.3%
FISV FISERV INC 0.1%
Value $334K Shares 2,517 Est. Cost $99.59 Unrealized +23.2%
ROP ROPER INDUSTRIES INC 0.1%
Value $332K Shares 609 Est. Cost $378.58 Unrealized +34.2%
TM TOYOTA MOTOR CORP ADS 0.1%
Value $331K Shares 1,804 Est. Cost $167.91 Unrealized
URI UNITED RENTALS INC 0.1%
Value $330K Shares 576 Est. Cost $318.25 Unrealized +45.4%
GPC GENUINE PARTS CO COM 0.1%
Value $329K Shares 2,374 Est. Cost $122.05 Unrealized +5.3%
SCHW CHARLES SCHWAB CORP 0.1%
Value $328K Shares 4,772 Est. Cost $61.26 Unrealized -8.4%
MDT MEDTRONIC PLC SHS 0.1%
Value $328K Shares 3,981 Est. Cost $79.27 Unrealized -9.9%
GRC GORMAN RUPP CO COM 0.1%
Value $327K Shares 9,201 Est. Cost $34.00 Unrealized -5.2%
IQV IQVIA HLDGS INC COM 0.1%
Value $322K Shares 1,394 Est. Cost $193.37 Unrealized +6.2%
AMT AMERICAN TOWER CORP 0.1%
Value $322K Shares 1,492 Est. Cost $175.15 Unrealized 0.0%
STE STERIS CORP 0.1%
Value $322K Shares 1,463 Est. Cost $123.61 Unrealized +68.0%
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value $321K Shares 4,741 Est. Cost $54.21 Unrealized +12.2%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value $320K Shares 1,032 Est. Cost $255.14 Unrealized +5.9%
XYZ BLOCK INC CL A 0.0%
Value $318K Shares 4,113 Est. Cost $56.54 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value $316K Shares 3,825 Est. Cost $54.48 Unrealized +41.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value $315K Shares 4,089 Est. Cost $25.00 Unrealized +16.1%
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.0%
Value $314K Shares 17,500 Est. Cost $21.25 Unrealized
FERG1GBX FERGUSON PLC NEW SHS 0.0%
Value $313K Shares 1,620 Est. Cost $136.03 Unrealized
TDG TRANSDIGM GROUP INC COM DELAWARE 0.0%
Value $313K Shares 309 Est. Cost $610.68 Unrealized +31.5%
TAK TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE 0.0%
Value $307K Shares 21,542 Est. Cost $17.01 Unrealized
IT GARTNER INC CL A 0.0%
Value $307K Shares 681 Est. Cost $322.72 Unrealized +23.8%
ALC ALCON AG ORD SHS 0.0%
Value $307K Shares 3,926 Est. Cost $60.94 Unrealized +20.4%
WELL HEALTH CARE REIT INC 0.0%
Value $307K Shares 3,400 Est. Cost $59.61 Unrealized +39.3%
CDW CDW CORP COM USD0.01 0.0%
Value $305K Shares 1,342 Est. Cost $162.42 Unrealized +26.9%
CCI CROWN CASTLE INTL CORP 0.0%
Value $303K Shares 2,627 Est. Cost $90.39 Unrealized +0.5%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value $302K Shares 5,056 Est. Cost $44.52 Unrealized +31.7%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.0%
Value $302K Shares 6,106 Est. Cost $49.24 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $301K Shares 1,234 Est. Cost $159.34 Unrealized +34.7%
BEACON ROOFING SUPPLY 0.0%
Value $300K Shares 3,450 Est. Cost $58.85 Unrealized
AME AMETEK INC COM 0.0%
Value $300K Shares 1,817 Est. Cost $117.45 Unrealized +28.0%
IBP INSTALLED BLDG PRODS INC COM 0.0%
Value $299K Shares 1,633 Est. Cost $113.50 Unrealized +19.8%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value $297K Shares 948 Est. Cost $241.04 Unrealized +22.7%
FN FABRINET SHS 0.0%
Value $296K Shares 1,553 Est. Cost $106.81 Unrealized +60.4%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value $294K Shares 15,806 Est. Cost $2.47 Unrealized +428.4%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $293K Shares 2,504 Est. Cost $81.68 Unrealized +41.0%
RMBS RAMBUS INC 0.0%
Value $291K Shares 4,270 Est. Cost $41.49 Unrealized +50.1%
NTB BANK OF NT BUTTERFIELD&SON LTD SHS NEW 0.0%
Value $291K Shares 9,082 Est. Cost $18.56 Unrealized +39.3%
NSIT INSIGHT ENTERPRISES INC COM 0.0%
Value $289K Shares 1,629 Est. Cost $124.42 Unrealized +25.1%
HUM HUMANA INC COM 0.0%
Value $288K Shares 630 Est. Cost $371.84 Unrealized +29.0%
AGNC AMERICAN CAPITAL AGENCY CORP. 0.0%
Value $287K Shares 29,207 Est. Cost $10.07 Unrealized
MAR MARRIOTT INTL INC 0.0%
Value $286K Shares 1,268 Est. Cost $161.79 Unrealized +22.7%
NLY ANNALY CAPITAL MANAGEMENT INC 0.0%
Value $283K Shares 14,611 Est. Cost $17.85 Unrealized
DELPHI AUTOMOTIVE PLC COM 0.0%
Value $283K Shares 3,152 Est. Cost $94.03 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value $283K Shares 68,289 Est. Cost $3.03 Unrealized
RCL ROYAL CARRIBBEAN CRUISES LTD 0.0%
Value $283K Shares 2,183 Est. Cost $77.05 Unrealized +30.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $281K Shares 1,544 Est. Cost $139.61 Unrealized +16.2%
MU MICRON TECHNOLOGY 0.0%
Value $278K Shares 3,257 Est. Cost $56.91 Unrealized +29.4%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value $277K Shares 1,785 Est. Cost $130.32 Unrealized +10.7%
IDXX IDEXX LABS INC 0.0%
Value $276K Shares 498 Est. Cost $388.17 Unrealized +20.9%
TE CONNECTIVITY LTD 0.0%
Value $275K Shares 1,958 Est. Cost $127.86 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value $275K Shares 11,787 Est. Cost $17.03 Unrealized
MCO MOODYS CORP 0.0%
Value $273K Shares 700 Est. Cost $295.40 Unrealized +15.7%
LEN LENNAR CORP CL A 0.0%
Value $272K Shares 1,825 Est. Cost $105.19 Unrealized +11.1%
IR INGERSOLL RAND INC COM 0.0%
Value $270K Shares 3,492 Est. Cost $56.20 Unrealized +21.4%
APD AIR PRODS & CHEMS INC COM 0.0%
Value $269K Shares 984 Est. Cost $220.97 Unrealized +17.3%
EPAM EPAM SYSTEMS INC 0.0%
Value $269K Shares 906 Est. Cost $247.05 Unrealized +2.8%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value $269K Shares 21,378 Est. Cost $13.87 Unrealized
TOTAL SA ADR 0.0%
Value $269K Shares 3,990 Est. Cost $40.67 Unrealized
NSC NORFOLK SOUTHERN CRP 0.0%
Value $268K Shares 1,135 Est. Cost $198.68 Unrealized +0.7%
ODFL OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES 0.0%
Value $268K Shares 661 Est. Cost $164.72 Unrealized +18.9%
FMX FOMENTO ECONOMICO MEXICANO SA DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH 0.0%
Value $267K Shares 2,052 Est. Cost $110.84 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value $267K Shares 5,143 Est. Cost $44.25 Unrealized +11.2%
KB KOOKMIN BK NEW SPONSORED ADR 0.0%
Value $265K Shares 6,398 Est. Cost $36.74 Unrealized
PKX POSCO HOLDINGS INC SPONSORED ADR 0.0%
Value $264K Shares 2,776 Est. Cost $69.69 Unrealized
NMR NOMURA HLDGS INC SPON ADR 0.0%
Value $264K Shares 58,505 Est. Cost $3.76 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value $263K Shares 2,003 Est. Cost $99.69 Unrealized +4.9%
DVN DEVON ENERGY CORP 0.0%
Value $262K Shares 5,786 Est. Cost $22.74 Unrealized +86.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $261K Shares 3,473 Est. Cost $73.47 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value $260K Shares 42,961 Est. Cost $3.40 Unrealized +60.8%
TS TENARIS SA SPONSORED ADR 0.0%
Value $259K Shares 7,454 Est. Cost $35.16 Unrealized
HCA HCA INC 0.0%
Value $259K Shares 956 Est. Cost $218.18 Unrealized +11.4%
BR BROADRIDGE FIN SOL 0.0%
Value $257K Shares 1,250 Est. Cost $144.85 Unrealized +23.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value $257K Shares 5,293 Est. Cost $49.82 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.0%
Value $255K Shares 1,010 Est. Cost $187.11 Unrealized
POWI POWER INTEGRATIONS INC 0.0%
Value $254K Shares 3,096 Est. Cost $79.89 Unrealized -7.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $253K Shares 2,811 Est. Cost $60.65 Unrealized +26.9%
STNE STONECO LTD COM CL A 0.0%
Value $253K Shares 14,048 Est. Cost $18.03 Unrealized
CYTK CYTOKINETICS INC COM NEW 0.0%
Value $252K Shares 3,015 Est. Cost $36.21 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value $251K Shares 3,224 Est. Cost $63.86 Unrealized 0.0%
EOG EOG RESOURCES INC 0.0%
Value $251K Shares 2,074 Est. Cost $93.74 Unrealized +23.3%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $250K Shares 535 Est. Cost $401.51 Unrealized +12.6%
LULU LULULEMON ATHLETICA INC 0.0%
Value $248K Shares 486 Est. Cost $432.06 Unrealized 0.0%
EIC EAGLE POINT INCOME COMPANY INC COM 0.0%
Value $248K Shares 17,008 Est. Cost $14.25 Unrealized
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.0%
Value $247K Shares 3,188 Est. Cost $77.39 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value $245K Shares 5,491 Est. Cost $41.55 Unrealized -5.6%
AAON AAON INC COM PAR USD0.004 0.0%
Value $244K Shares 3,309 Est. Cost $61.13 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value $244K Shares 1,968 Est. Cost $95.82 Unrealized +6.6%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $244K Shares 4,249 Est. Cost $42.52 Unrealized +21.2%
CEDAR FAIR L P DEP UNIT 0.0%
Value $240K Shares 6,020 Est. Cost $44.10 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value $239K Shares 1,779 Est. Cost $95.33 Unrealized +26.5%
PCAR PACCAR INC COM 0.0%
Value $238K Shares 2,442 Est. Cost $66.51 Unrealized +23.0%
ATI ALLEGHENY TECH INC 0.0%
Value $238K Shares 5,230 Est. Cost $44.44 Unrealized -6.6%
HESS CORP COM 0.0%
Value $237K Shares 1,647 Est. Cost $141.12 Unrealized
MARATHON OIL CORP COM 0.0%
Value $237K Shares 9,827 Est. Cost $6.82 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value $237K Shares 2,128 Est. Cost $96.20 Unrealized +3.7%
MMM 3M CO COM 0.0%
Value $237K Shares 2,167 Est. Cost $75.54 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value $236K Shares 7,859 Est. Cost $17.98 Unrealized +43.3%
VMC VULCAN MATLS CO COM 0.0%
Value $236K Shares 1,040 Est. Cost $187.93 Unrealized +11.0%
CMI CUMMINS INC COM 0.0%
Value $236K Shares 985 Est. Cost $196.18 Unrealized +10.5%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $235K Shares 472 Est. Cost $445.31 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value $235K Shares 3,608 Est. Cost $56.29 Unrealized +5.8%
ACGL ARCH CAPITAL GROUP LTD SHS 0.0%
Value $234K Shares 3,157 Est. Cost $63.63 Unrealized +22.1%
SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR 0.0%
Value $234K Shares 7,300 Est. Cost $29.54 Unrealized +2.7%
EL ESTEE LAUDER COMPANIES INC 0.0%
Value $234K Shares 1,599 Est. Cost $211.46 Unrealized -39.9%
MEDP MEDPACE HLDGS INC COM 0.0%
Value $233K Shares 760 Est. Cost $269.93 Unrealized 0.0%
BL BLACKLINE INC COM 0.0%
Value $230K Shares 3,686 Est. Cost $54.78 Unrealized +3.2%
WMB WILLIAMS COS INC COM 0.0%
Value $230K Shares 6,596 Est. Cost $28.12 Unrealized +14.4%
AROW ARROW FINL CORP COM 0.0%
Value $230K Shares 8,216 Est. Cost $21.14 Unrealized 0.0%
CFFN CAPITOL FEDERAL FINANCIAL 0.0%
Value $229K Shares 35,514 Est. Cost $4.68 Unrealized 0.0%
GABELLI DIV AND INC TR 0.0%
Value $227K Shares 10,499 Est. Cost $21.08 Unrealized
OVV OVINTIV INC COM 0.0%
Value $227K Shares 5,168 Est. Cost $45.29 Unrealized +0.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $227K Shares 4,422 Est. Cost $55.48 Unrealized -15.3%
HWC HANCOCK HLDG CO 0.0%
Value $226K Shares 4,645 Est. Cost $39.98 Unrealized 0.0%
TFC TRUIST FINL CORP COM 0.0%
Value $225K Shares 6,093 Est. Cost $28.22 Unrealized 0.0%
KEP KOREA ELECTRIC POWERCORP ADR 0.0%
Value $225K Shares 31,013 Est. Cost $8.31 Unrealized
DUOL DUOLINGO INC CL A COM 0.0%
Value $225K Shares 991 Est. Cost $194.44 Unrealized 0.0%
FSLY FASTLY INC CL A 0.0%
Value $225K Shares 12,629 Est. Cost $8.76 Unrealized +92.6%
PTC PTC INC COM 0.0%
Value $225K Shares 1,284 Est. Cost $153.39 Unrealized 0.0%
SPG SIMON PROPERTY GROUP INC 0.0%
Value $224K Shares 1,572 Est. Cost $108.32 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value $223K Shares 1,731 Est. Cost $111.64 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value $222K Shares 13,083 Est. Cost $13.48 Unrealized +13.9%
OTEX OPEN TEXT CORP F 0.0%
Value $222K Shares 5,281 Est. Cost $34.93 Unrealized 0.0%
ALPINE TOTAL DYNAMICDIVID FD COM SH BEN INT 0.0%
Value $220K Shares 27,337 Est. Cost $8.70 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $220K Shares 911 Est. Cost $228.42 Unrealized -0.2%
AZO AUTOZONE INC NEV 0.0%
Value $220K Shares 85 Est. Cost $2416.82 Unrealized +7.3%
AROC ARCHROCK INC COM 0.0%
Value $219K Shares 14,245 Est. Cost $5.24 Unrealized +145.2%
ONTO NANOMETRICS INC 0.0%
Value $219K Shares 1,434 Est. Cost $134.52 Unrealized 0.0%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value $219K Shares 2,097 Est. Cost $104.45 Unrealized
TER TERADYNE INC COM 0.0%
Value $218K Shares 2,013 Est. Cost $101.02 Unrealized -7.0%
AOS AO SMITH CORP. 0.0%
Value $217K Shares 2,635 Est. Cost $71.01 Unrealized 0.0%
TIP ISHARES TIPS BOND ETF 0.0%
Value $216K Shares 2,008 Est. Cost $128.41 Unrealized
OZK BANK OF THE OZARKS 0.0%
Value $215K Shares 4,314 Est. Cost $37.83 Unrealized 0.0%
DG DOLLAR GEN CORP 0.0%
Value $215K Shares 1,581 Est. Cost $115.93 Unrealized 0.0%
EME EMCOR GROUP INC 0.0%
Value $214K Shares 994 Est. Cost $208.00 Unrealized +0.4%
PDD PDD HOLDINGS INC SPONSORED ADS 0.0%
Value $214K Shares 1,462 Est. Cost $146.31 Unrealized
MSCI MSCI INC COM 0.0%
Value $214K Shares 378 Est. Cost $503.30 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value $212K Shares 4,131 Est. Cost $51.30 Unrealized -19.4%
SSD SIMPSON MFG INC COM 0.0%
Value $212K Shares 1,072 Est. Cost $156.29 Unrealized 0.0%
CHT CHUNGHWA TELECOM LTD ADR 0.0%
Value $212K Shares 5,425 Est. Cost $39.07 Unrealized
WDAY WORKDAY INC COM 0.0%
Value $212K Shares 767 Est. Cost $238.09 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.0%
Value $211K Shares 1,416 Est. Cost $135.64 Unrealized 0.0%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value $211K Shares 2,000 Est. Cost $102.50 Unrealized
QRVO QORVO INC COM 0.0%
Value $211K Shares 1,872 Est. Cost $96.55 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value $210K Shares 2,713 Est. Cost $64.81 Unrealized 0.0%
CMS CMS ENERGY CORP COM 0.0%
Value $210K Shares 3,614 Est. Cost $52.28 Unrealized 0.0%
BLACKROCK CREDIT ALLOC INCOME TRUST 0.0%
Value $209K Shares 20,289 Est. Cost $13.02 Unrealized
FTNT FORTINET INC COM 0.0%
Value $209K Shares 3,576 Est. Cost $56.85 Unrealized -2.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value $208K Shares 969 Est. Cost $39.39 Unrealized 0.0%
JBHT JB HUNT TRANSPORT SERVICES 0.0%
Value $208K Shares 1,043 Est. Cost $181.12 Unrealized 0.0%
SAIA SAIA INC COM 0.0%
Value $208K Shares 475 Est. Cost $404.07 Unrealized 0.0%
INTRA-CELLULAR THERAPIES INC COM 0.0%
Value $208K Shares 2,905 Est. Cost $71.62 Unrealized
BXP BOSTON PPTYS INC 0.0%
Value $208K Shares 2,965 Est. Cost $52.40 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $208K Shares 2,322 Est. Cost $80.24 Unrealized 0.0%
SCCO SOUTHERN PERU COPPER CORP 0.0%
Value $207K Shares 2,400 Est. Cost $67.36 Unrealized 0.0%
CVBF CVB FINANCIAL CP 0.0%
Value $205K Shares 10,176 Est. Cost $12.20 Unrealized +32.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $205K Shares 1,076 Est. Cost $166.66 Unrealized 0.0%
YJUN FT VEST INTERNATIONAL EQUITY BUFFER ETF - JUNE 0.0%
Value $205K Shares 9,634 Est. Cost $21.24 Unrealized
FTV FORTIVE CORP COM 0.0%
Value $204K Shares 2,776 Est. Cost $49.93 Unrealized +4.6%
ANSYS INC 0.0%
Value $204K Shares 563 Est. Cost $362.88 Unrealized
CNMD CONMED CORP 0.0%
Value $204K Shares 1,863 Est. Cost $101.06 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $204K Shares 4,798 Est. Cost $47.32 Unrealized -1.6%
VRSK VERISK ANALYTICS INCCL A 0.0%
Value $203K Shares 851 Est. Cost $232.13 Unrealized +0.6%
EVR EVERCORE INC CLASS A 0.0%
Value $203K Shares 1,188 Est. Cost $140.62 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value $203K Shares 2,525 Est. Cost $42.90 Unrealized +68.9%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value $203K Shares 2,250 Est. Cost $90.16 Unrealized
ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM 0.0%
Value $203K Shares 414 Est. Cost $421.81 Unrealized 0.0%
RGEN REPLIGEN CORP 0.0%
Value $203K Shares 1,127 Est. Cost $155.67 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value $201K Shares 1,688 Est. Cost $111.08 Unrealized 0.0%
CNC CENTENE CORP DEL 0.0%
Value $200K Shares 2,701 Est. Cost $72.14 Unrealized 0.0%
DAYFORCE INC COM 0.0%
Value $200K Shares 2,984 Est. Cost $68.26 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value $200K Shares 975 Est. Cost $191.75 Unrealized 0.0%
AXIA CENTRAIS ELETRICAS BRASILEIRAS SA SPONSADR REPSTG 50ORD ADR) 0.0%
Value $200K Shares 23,222 Est. Cost $8.62 Unrealized
WSBF WATERSTONE FINL INC MD COM 0.0%
Value $197K Shares 13,881 Est. Cost $11.82 Unrealized 0.0%
ADVENT CLAYMORE CONVERTIBLE SECS & INC 0.0%
Value $194K Shares 17,017 Est. Cost $13.98 Unrealized
VALE VALE S A 0.0%
Value $192K Shares 12,099 Est. Cost $15.09 Unrealized
TME TENCENT MUSIC ENTMT GROUP SPON ADS 0.0%
Value $187K Shares 20,786 Est. Cost $4.83 Unrealized
HLLY HOLLEY INC COM 0.0%
Value $187K Shares 38,456 Est. Cost $3.15 Unrealized +40.3%
REDFIN CORP COM 0.0%
Value $187K Shares 18,106 Est. Cost $4.24 Unrealized
EASTERLY GOVT PPTYS INC COM 0.0%
Value $179K Shares 13,324 Est. Cost $13.44 Unrealized
CBAN COLONY BANKCORP INC COM 0.0%
Value $170K Shares 12,790 Est. Cost $8.63 Unrealized +16.6%
KT KATY INDUSTRIES INC 0.0%
Value $166K Shares 12,375 Est. Cost $12.89 Unrealized
INTEGRAL AD SCIENCE HLDNG CORP COM 0.0%
Value $166K Shares 11,508 Est. Cost $7.33 Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value $160K Shares 20,585 Est. Cost $2.90 Unrealized
ACCOLADE INC COM 0.0%
Value $159K Shares 13,259 Est. Cost $7.42 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $158K Shares 12,456 Est. Cost $12.24 Unrealized -18.5%
SALOMON BROS EMERGING MKTS DEBT FUND 0.0%
Value $157K Shares 17,095 Est. Cost $11.99 Unrealized
EQUITRANS MIDSTREAM CORP COM 0.0%
Value $153K Shares 15,076 Est. Cost $9.56 Unrealized
FIRST TRUST HIGH INCOME LONG SHORT FUND 0.0%
Value $153K Shares 12,686 Est. Cost $11.43 Unrealized
HAWAIIAN HLDGS INC 0.0%
Value $153K Shares 10,743 Est. Cost $14.20 Unrealized
GLDD GREAT LAKES DREDGE & DOCK CORPORATION 0.0%
Value $149K Shares 19,401 Est. Cost $6.00 Unrealized +21.5%
ONL ORION OFFICE REIT INC COM 0.0%
Value $148K Shares 25,828 Est. Cost $5.51 Unrealized
NUVEEN CREDIT STRATEGIES INCOME 0.0%
Value $146K Shares 28,020 Est. Cost $6.16 Unrealized
RMAX RE MAX HLDGS INC CL A 0.0%
Value $141K Shares 10,578 Est. Cost $10.97 Unrealized 0.0%
UNITI GROUP INC COM 0.0%
Value $140K Shares 24,184 Est. Cost $3.56 Unrealized
CBRA CLARION GLOBAL REAL ESTATE INCOME 0.0%
Value $135K Shares 24,770 Est. Cost $6.50 Unrealized
AVD AMERICAN VANGUARD CORP 0.0%
Value $124K Shares 11,261 Est. Cost $9.88 Unrealized 0.0%
BCRX BIOCRYST PHARMACEUTICALS INC 0.0%
Value $123K Shares 20,561 Est. Cost $5.79 Unrealized 0.0%
CITY OFFICE REIT INC COM 0.0%
Value $122K Shares 19,977 Est. Cost $6.11 Unrealized
ITUB BANCO ITAU HOLDING 0.0%
Value $121K Shares 17,419 Est. Cost $5.47 Unrealized
NUVEEN PREFERRED AND CONVERTIBLE INCOME FU 0.0%
Value $121K Shares 17,892 Est. Cost $6.76 Unrealized
HUDSON PAC PPTYS INC 0.0%
Value $119K Shares 12,755 Est. Cost $5.36 Unrealized
BLACKROCK INTL GROWTH TR 0.0%
Value $115K Shares 21,779 Est. Cost $6.41 Unrealized
PCYO PURE CYCLE CORP COM NEW 0.0%
Value $115K Shares 10,948 Est. Cost $9.35 Unrealized +6.2%
VIR VIR BIOTECHNOLOGY INC COM 0.0%
Value $114K Shares 11,378 Est. Cost $9.14 Unrealized 0.0%
BGS B&G FOODS INC CLASS A 0.0%
Value $114K Shares 10,877 Est. Cost $7.10 Unrealized 0.0%
WESTERN ASSET CLAYMORE INFLATION LINKED OPPORTUNITIES AND INCOME 0.0%
Value $114K Shares 13,096 Est. Cost $9.00 Unrealized
LOAN MANHATTAN BRIDGE CAPITAL INC 0.0%
Value $113K Shares 113,446 Est. Cost $1.00 Unrealized
PARAMOUNT GROUP INC COM 0.0%
Value $112K Shares 21,759 Est. Cost $4.56 Unrealized
BLACKROCK GLOBAL OPPORTUNITIES EQUITYTR COM 0.0%
Value $112K Shares 11,324 Est. Cost $11.03 Unrealized
YEXT YEXT INC COM 0.0%
Value $111K Shares 18,799 Est. Cost $4.66 Unrealized +32.0%
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR 0.0%
Value $111K Shares 32,176 Est. Cost $2.42 Unrealized
LFCR LANDEC CP 0.0%
Value $110K Shares 17,740 Est. Cost $5.57 Unrealized +24.5%
SOUTHWESTERN ENERGY CO COM 0.0%
Value $106K Shares 16,232 Est. Cost $1.75 Unrealized
HLX HELIX ENERGY SOLUTIONS GRP INC COM 0.0%
Value $105K Shares 10,181 Est. Cost $3.70 Unrealized +168.4%
JBLU JETBLUE AWYS CORP 0.0%
Value $99,750 Shares 17,973 Est. Cost $5.91 Unrealized -20.7%
NWG ROYAL BANK OF SCOTLAND 0.0%
Value $95,975 Shares 17,047 Est. Cost $5.77 Unrealized
BSBR BANCO SANTANDER BRASIL ADRF 0.0%
Value $95,244 Shares 14,541 Est. Cost $5.32 Unrealized
LPL LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS 0.0%
Value $92,491 Shares 19,189 Est. Cost $5.28 Unrealized
TKC TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 0.0%
Value $90,029 Shares 18,717 Est. Cost $3.28 Unrealized
JOBY JOBY AVIATION INC COMMON STOCK 0.0%
Value $88,113 Shares 13,250 Est. Cost $4.06 Unrealized +51.7%
VNDA VANDA PHARMACEUTICALS INC COM 0.0%
Value $86,721 Shares 20,550 Est. Cost $4.03 Unrealized 0.0%
BHR BRAEMAR HOTELS & RESORTS INC COM 0.0%
Value $84,938 Shares 33,975 Est. Cost $2.77 Unrealized
BBD BANCO BRADESCO S A SPONS ADR REPSTG PFD 0.0%
Value $81,200 Shares 23,200 Est. Cost $3.61 Unrealized
GNW GENWORTH FINL INC COM CL A 0.0%
Value $78,250 Shares 11,714 Est. Cost $4.71 Unrealized +29.0%
ICL ICL GROUP LTD SHS 0.0%
Value $77,560 Shares 15,481 Est. Cost $5.09 Unrealized 0.0%
HSHP HIMALAYA SHIPPING LTD ORD SHS 0.0%
Value $70,311 Shares 10,401 Est. Cost $4.91 Unrealized 0.0%
GGB GERDAU S A 0.0%
Value $67,653 Shares 13,949 Est. Cost $3.26 Unrealized
REI RING ENERGY INC COM 0.0%
Value $66,664 Shares 45,660 Est. Cost $2.16 Unrealized -23.7%
DDD 3D SYSTEMS CORPORATION 0.0%
Value $66,116 Shares 10,412 Est. Cost $7.17 Unrealized -31.3%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value $66,004 Shares 23,573 Est. Cost $2.67 Unrealized
VIRTUS CONVERTIBLE & INC FD II COM 0.0%
Value $62,503 Shares 20,974 Est. Cost $3.04 Unrealized
VIRTUS CONVERTIBLE & INCOME FD COM 0.0%
Value $62,342 Shares 18,499 Est. Cost $3.39 Unrealized
MFS MULTIMARKET INCOME TRUST 0.0%
Value $58,431 Shares 12,842 Est. Cost $5.89 Unrealized
SB SAFE BULKERS INC COM 0.0%
Value $45,568 Shares 11,595 Est. Cost $3.52 Unrealized 0.0%
XAWPX ALPINE GLOBAL PREMIER PROPERTIES FD 0.0%
Value $43,697 Shares 11,262 Est. Cost $5.30 Unrealized
SFIX STITCH FIX INC COM CL A 0.0%
Value $42,083 Shares 11,788 Est. Cost $3.74 Unrealized -5.7%
FISKER INC CL A COM STK 0.0%
Value $35,382 Shares 20,218 Est. Cost $5.75 Unrealized
GAMIDA CELL LTD SHS 0.0%
Value $6,067 Shares 14,700 Est. Cost $1.03 Unrealized
INTC INTEL CORP COM 0.0%
Value $25 Shares 500 Est. Cost $41.05 Unrealized -2.4%