OneAscent Wealth Management LLC Diversified Active

CIK: 0001844707 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 31, 2025

Total Value ($000): $297,669 (100.0% shares, 0.0% debt)

Holdings (181)

OACP UNIFIED SER TR 17.9%
Value ($000) $53,184 Shares 2,306,327 Est. Cost $18.57 Unrealized
OALC UNIFIED SER TR 12.5%
Value ($000) $37,220 Shares 1,069,282 Est. Cost $15.08 Unrealized
OAIM UNIFIED SER TR 12.1%
Value ($000) $36,061 Shares 896,583 Est. Cost $10.10 Unrealized
OAEM UNIFIED SER TR 4.6%
Value ($000) $13,736 Shares 399,064 Est. Cost $8.80 Unrealized
OASC UNIFIED SER TR 3.6%
Value ($000) $10,572 Shares 370,362 Est. Cost $22.07 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $7,861 Shares 130,948 Est. Cost $0.55 Unrealized
ELCV STRATEGY SHS 2.5%
Value ($000) $7,467 Shares 279,232 Est. Cost $1.43 Unrealized
IBD NORTHERN LTS FD TR IV 2.4%
Value ($000) $7,017 Shares 290,546 Est. Cost $0.02 Unrealized
VFLO VICTORY PORTFOLIOS II 1.6%
Value ($000) $4,901 Shares 130,684 Est. Cost $0.03 Unrealized
HYBL SSGA ACTIVE TR 1.5%
Value ($000) $4,367 Shares 152,443 Est. Cost $28.65 Unrealized
IGV ISHARES TR 1.5%
Value ($000) $4,362 Shares 37,927 Est. Cost $115.01 Unrealized
CLOI VANECK ETF TRUST 1.4%
Value ($000) $4,307 Shares 81,105 Est. Cost $53.10 Unrealized
JAAA JANUS DETROIT STR TR 1.4%
Value ($000) $4,262 Shares 83,937 Est. Cost $0.05 Unrealized
SO SOUTHERN CO 1.2%
Value ($000) $3,720 Shares 39,252 Est. Cost $83.18 Unrealized +10.9%
TBG EA SERIES TRUST 1.2%
Value ($000) $3,614 Shares 109,287 Est. Cost $33.07 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $2,834 Shares 38,669 Est. Cost $0.07 Unrealized
USB US BANCORP DEL 0.9%
Value ($000) $2,801 Shares 57,964 Est. Cost $40.76 Unrealized +13.7%
MSFT MICROSOFT CORP 0.8%
Value ($000) $2,502 Shares 4,830 Est. Cost $445.17 Unrealized +14.3%
AAPL APPLE INC 0.8%
Value ($000) $2,389 Shares 9,383 Est. Cost $188.85 Unrealized +19.4%
FTSL FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $2,334 Shares 50,910 Est. Cost $0.05 Unrealized
USTB VICTORY PORTFOLIOS II 0.8%
Value ($000) $2,257 Shares 44,258 Est. Cost $0.05 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $2,222 Shares 43,794 Est. Cost $1.63 Unrealized
SOVF ELEVATION SERIES TRUST 0.6%
Value ($000) $1,930 Shares 63,718 Est. Cost $0.03 Unrealized
MGV VANGUARD WORLD FD 0.6%
Value ($000) $1,924 Shares 13,967 Est. Cost $0.13 Unrealized
TPSC TIMOTHY PLAN 0.6%
Value ($000) $1,758 Shares 42,301 Est. Cost $4.55 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,695 Shares 2,768 Est. Cost $10.70 Unrealized
GOOGL ALPHABET INC 0.5%
Value ($000) $1,589 Shares 6,538 Est. Cost $126.25 Unrealized +65.7%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,503 Shares 4,580 Est. Cost $35.80 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,468 Shares 7,870 Est. Cost $104.41 Unrealized +66.9%
TPHD TIMOTHY PLAN 0.5%
Value ($000) $1,349 Shares 34,303 Est. Cost $0.04 Unrealized
OWNS TIDAL TRUST III 0.4%
Value ($000) $1,245 Shares 71,572 Est. Cost $8.75 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,169 Shares 3,376 Est. Cost $344.68 Unrealized +1.9%
SCHG SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,092 Shares 34,206 Est. Cost $1.91 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,076 Shares 3,412 Est. Cost $146.59 Unrealized +101.9%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,069 Shares 6,883 Est. Cost $138.58 Unrealized +9.9%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,040 Shares 4,737 Est. Cost $149.60 Unrealized +51.3%
COKE COCA COLA CONS INC 0.3%
Value ($000) $991 Shares 8,461 Est. Cost $119.99 Unrealized -3.8%
FLOT ISHARES TR 0.3%
Value ($000) $976 Shares 19,104 Est. Cost $0.05 Unrealized
USFR WISDOMTREE TR 0.3%
Value ($000) $912 Shares 18,134 Est. Cost $0.05 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $908 Shares 17,593 Est. Cost $29.93 Unrealized +61.5%
TPLC TIMOTHY PLAN 0.3%
Value ($000) $871 Shares 18,821 Est. Cost $7.87 Unrealized
CAT CATERPILLAR INC 0.3%
Value ($000) $854 Shares 1,789 Est. Cost $338.05 Unrealized +25.8%
SCHB SCHWAB STRATEGIC TR 0.3%
Value ($000) $853 Shares 33,182 Est. Cost $0.03 Unrealized
FLTR VANECK ETF TRUST 0.3%
Value ($000) $849 Shares 33,186 Est. Cost $0.03 Unrealized
V VISA INC 0.3%
Value ($000) $838 Shares 2,456 Est. Cost $246.04 Unrealized +40.3%
GLD SPDR GOLD TR 0.3%
Value ($000) $838 Shares 2,358 Est. Cost $33.00 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $830 Shares 7,364 Est. Cost $86.38 Unrealized +27.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $808 Shares 873 Est. Cost $765.97 Unrealized +24.9%
T AT&T INC 0.3%
Value ($000) $789 Shares 27,950 Est. Cost $16.12 Unrealized +74.1%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $763 Shares 3,538 Est. Cost $0.20 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $730 Shares 5,201 Est. Cost $131.24 Unrealized +7.0%
HEFA ISHARES TR 0.2%
Value ($000) $729 Shares 18,401 Est. Cost $0.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $724 Shares 1,441 Est. Cost $462.84 Unrealized +4.7%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $686 Shares 1,627 Est. Cost $200.81 Unrealized +112.4%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $664 Shares 1,484 Est. Cost $236.04 Unrealized +103.3%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $662 Shares 2,257 Est. Cost $292.25 Unrealized +1.9%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $645 Shares 7,693 Est. Cost $55.56 Unrealized +44.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $629 Shares 1,106 Est. Cost $393.07 Unrealized +45.9%
SMMD ISHARES TR 0.2%
Value ($000) $619 Shares 8,399 Est. Cost $42.69 Unrealized
PTL NORTHERN LTS FD TR IV 0.2%
Value ($000) $618 Shares 2,481 Est. Cost $71.49 Unrealized
HGER HARBOR ETF TRUST 0.2%
Value ($000) $614 Shares 23,805 Est. Cost $4.51 Unrealized
BIBL NORTHERN LTS FD TR IV 0.2%
Value ($000) $564 Shares 12,687 Est. Cost $14.38 Unrealized
OUSM ALPS ETF TR 0.2%
Value ($000) $558 Shares 12,447 Est. Cost $0.04 Unrealized
FLEX FLEX LTD 0.2%
Value ($000) $545 Shares 9,398 Est. Cost $53.12 Unrealized 0.0%
ABBV ABBVIE INC 0.2%
Value ($000) $543 Shares 2,345 Est. Cost $149.35 Unrealized +35.2%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $515 Shares 1,664 Est. Cost $281.74 Unrealized +6.6%
DIVO AMPLIFY ETF TR 0.2%
Value ($000) $515 Shares 11,544 Est. Cost $0.04 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value ($000) $508 Shares 7,815 Est. Cost $2.70 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $503 Shares 3,274 Est. Cost $163.50 Unrealized -5.3%
CLCG CROSSMARK ETF TRUST 0.2%
Value ($000) $490 Shares 18,112 Est. Cost $27.03 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $488 Shares 2,674 Est. Cost $21.72 Unrealized +646.1%
CLCV CROSSMARK ETF TRUST 0.2%
Value ($000) $483 Shares 18,759 Est. Cost $25.72 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $464 Shares 1,044 Est. Cost $262.96 Unrealized +31.9%
WMB WILLIAMS COS INC 0.2%
Value ($000) $458 Shares 7,232 Est. Cost $43.10 Unrealized +34.1%
BPOP POPULAR INC 0.2%
Value ($000) $449 Shares 3,538 Est. Cost $94.98 Unrealized +24.5%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $449 Shares 1,817 Est. Cost $217.28 Unrealized +6.6%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $447 Shares 1,347 Est. Cost $177.41 Unrealized +78.4%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $446 Shares 3,328 Est. Cost $79.79 Unrealized +32.2%
MRK MERCK & CO INC 0.1%
Value ($000) $442 Shares 5,261 Est. Cost $106.43 Unrealized -23.9%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $439 Shares 4,713 Est. Cost $70.58 Unrealized +23.4%
SPLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $433 Shares 5,889 Est. Cost $63.23 Unrealized
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $429 Shares 4,348 Est. Cost $44.55 Unrealized +94.1%
FBK FB FINL CORP 0.1%
Value ($000) $428 Shares 7,685 Est. Cost $50.36 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $404 Shares 3,749 Est. Cost $93.74 Unrealized +7.2%
APP APPLOVIN CORP 0.1%
Value ($000) $392 Shares 545 Est. Cost $286.99 Unrealized +60.7%
ADBE ADOBE INC 0.1%
Value ($000) $391 Shares 1,108 Est. Cost $375.22 Unrealized -4.4%
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $390 Shares 28,493 Est. Cost $13.42 Unrealized +4.4%
NDAQ NASDAQ INC 0.1%
Value ($000) $388 Shares 4,387 Est. Cost $78.47 Unrealized +17.4%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $385 Shares 6,418 Est. Cost $5.15 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $379 Shares 3,613 Est. Cost $0.10 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $378 Shares 13,860 Est. Cost $0.05 Unrealized
GSLC GOLDMAN SACHS ETF TR 0.1%
Value ($000) $377 Shares 2,892 Est. Cost $0.11 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $377 Shares 1,142 Est. Cost $305.74 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $376 Shares 2,211 Est. Cost $112.76 Unrealized +31.1%
TIGO MILLICOM INTL CELLULAR S A 0.1%
Value ($000) $373 Shares 7,685 Est. Cost $43.89 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $369 Shares 1,068 Est. Cost $298.94 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $368 Shares 1,909 Est. Cost $76.02 Unrealized +129.5%
G GENPACT LIMITED 0.1%
Value ($000) $367 Shares 8,771 Est. Cost $36.38 Unrealized +20.5%
VTC VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $367 Shares 4,679 Est. Cost $0.08 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $360 Shares 733 Est. Cost $434.89 Unrealized +17.3%
TMUS T-MOBILE US INC 0.1%
Value ($000) $355 Shares 1,482 Est. Cost $192.64 Unrealized +24.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $355 Shares 2,132 Est. Cost $168.99 Unrealized -7.0%
ABNB AIRBNB INC 0.1%
Value ($000) $354 Shares 2,919 Est. Cost $126.70 Unrealized +2.1%
BOND PIMCO ETF TR 0.1%
Value ($000) $352 Shares 3,767 Est. Cost $0.09 Unrealized
XP XP INC 0.1%
Value ($000) $351 Shares 18,690 Est. Cost $17.93 Unrealized 0.0%
F FORD MTR CO 0.1%
Value ($000) $345 Shares 28,836 Est. Cost $10.35 Unrealized +9.4%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $343 Shares 1,060 Est. Cost $233.38 Unrealized +42.3%
STE STERIS PLC 0.1%
Value ($000) $340 Shares 1,376 Est. Cost $221.02 Unrealized +8.1%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $333 Shares 668 Est. Cost $545.06 Unrealized -2.5%
HLI HOULIHAN LOKEY INC 0.1%
Value ($000) $332 Shares 1,619 Est. Cost $149.10 Unrealized +30.8%
PNR PENTAIR PLC 0.1%
Value ($000) $332 Shares 2,995 Est. Cost $65.53 Unrealized +62.5%
TPIF TIMOTHY PLAN 0.1%
Value ($000) $331 Shares 9,919 Est. Cost $0.03 Unrealized
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $323 Shares 1,910 Est. Cost $2.84 Unrealized
IOO ISHARES TR 0.1%
Value ($000) $323 Shares 2,691 Est. Cost $0.10 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $319 Shares 2,098 Est. Cost $144.17 Unrealized +1.3%
CI THE CIGNA GROUP 0.1%
Value ($000) $318 Shares 1,102 Est. Cost $332.37 Unrealized -11.8%
DHI D R HORTON INC 0.1%
Value ($000) $317 Shares 1,872 Est. Cost $125.60 Unrealized +24.7%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $317 Shares 3,964 Est. Cost $98.06 Unrealized -13.7%
GM GENERAL MTRS CO 0.1%
Value ($000) $314 Shares 5,148 Est. Cost $38.62 Unrealized +43.8%
JHML JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $312 Shares 3,987 Est. Cost $56.72 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $310 Shares 5,277 Est. Cost $49.41 Unrealized +14.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $306 Shares 9,744 Est. Cost $39.29 Unrealized -15.6%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.1%
Value ($000) $300 Shares 9,575 Est. Cost $27.78 Unrealized +13.8%
USMV ISHARES TR 0.1%
Value ($000) $298 Shares 3,128 Est. Cost $77.55 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $291 Shares 474 Est. Cost $415.97 Unrealized +45.6%
VPU VANGUARD WORLD FD 0.1%
Value ($000) $289 Shares 1,527 Est. Cost $101.63 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $285 Shares 6,309 Est. Cost $44.75 Unrealized +1.7%
CRM SALESFORCE INC 0.1%
Value ($000) $284 Shares 1,200 Est. Cost $239.93 Unrealized +4.8%
FERG FERGUSON ENTERPRISES INC 0.1%
Value ($000) $281 Shares 1,252 Est. Cost $199.25 Unrealized +12.8%
HD HOME DEPOT INC 0.1%
Value ($000) $279 Shares 689 Est. Cost $358.05 Unrealized +8.7%
KLAC KLA CORP 0.1%
Value ($000) $278 Shares 258 Est. Cost $748.55 Unrealized +24.3%
LLY ELI LILLY & CO 0.1%
Value ($000) $273 Shares 358 Est. Cost $861.98 Unrealized -13.9%
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $273 Shares 2,016 Est. Cost $0.13 Unrealized
GLRY NORTHERN LTS FD TR IV 0.1%
Value ($000) $272 Shares 7,308 Est. Cost $37.20 Unrealized
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $272 Shares 8,720 Est. Cost $0.05 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $269 Shares 1,450 Est. Cost $169.51 Unrealized 0.0%
BOXX EA SERIES TRUST 0.1%
Value ($000) $266 Shares 2,339 Est. Cost $113.86 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $263 Shares 1,370 Est. Cost $208.14 Unrealized -1.7%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $262 Shares 1,405 Est. Cost $186.49 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $259 Shares 2,337 Est. Cost $75.03 Unrealized +49.7%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $257 Shares 1,041 Est. Cost $264.08 Unrealized -1.3%
WWJD NORTHERN LTS FD TR IV 0.1%
Value ($000) $256 Shares 7,259 Est. Cost $35.27 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $255 Shares 557 Est. Cost $460.00 Unrealized -2.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $252 Shares 2,035 Est. Cost $89.27 Unrealized +34.2%
BA BOEING CO 0.1%
Value ($000) $250 Shares 1,160 Est. Cost $189.51 Unrealized +19.0%
INTU INTUIT 0.1%
Value ($000) $248 Shares 363 Est. Cost $674.49 Unrealized +6.7%
MCK MCKESSON CORP 0.1%
Value ($000) $246 Shares 318 Est. Cost $356.56 Unrealized +97.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $244 Shares 2,583 Est. Cost $78.88 Unrealized +18.3%
VST VISTRA CORP 0.1%
Value ($000) $244 Shares 1,247 Est. Cost $148.34 Unrealized +33.3%
FLBL FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $240 Shares 10,003 Est. Cost $0.02 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $239 Shares 1,701 Est. Cost $186.31 Unrealized -18.1%
AIT APPLIED INDL TECHNOLOGIES IN 0.1%
Value ($000) $239 Shares 914 Est. Cost $244.15 Unrealized +7.0%
PJFG PGIM ETF TR 0.1%
Value ($000) $238 Shares 2,160 Est. Cost $0.08 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $238 Shares 1,981 Est. Cost $0.11 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value ($000) $237 Shares 542 Est. Cost $422.14 Unrealized +6.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $235 Shares 2,053 Est. Cost $108.29 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $234 Shares 2,782 Est. Cost $90.48 Unrealized -1.4%
LAD LITHIA MTRS INC 0.1%
Value ($000) $233 Shares 737 Est. Cost $309.70 Unrealized +4.2%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $231 Shares 13,398 Est. Cost $15.90 Unrealized +5.8%
ESI ELEMENT SOLUTIONS INC 0.1%
Value ($000) $231 Shares 9,172 Est. Cost $20.88 Unrealized +18.7%
BIL SPDR SERIES TRUST 0.1%
Value ($000) $228 Shares 2,486 Est. Cost $0.09 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $227 Shares 42 Est. Cost $3069.90 Unrealized +81.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $223 Shares 888 Est. Cost $255.04 Unrealized +7.2%
KR KROGER CO 0.1%
Value ($000) $222 Shares 3,294 Est. Cost $52.80 Unrealized +30.8%
TRGP TARGA RES CORP 0.1%
Value ($000) $220 Shares 1,315 Est. Cost $81.53 Unrealized +102.6%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $217 Shares 1,089 Est. Cost $0.19 Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $217 Shares 4,670 Est. Cost $45.03 Unrealized +6.6%
MCD MCDONALDS CORP 0.1%
Value ($000) $215 Shares 709 Est. Cost $269.50 Unrealized +11.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $209 Shares 314 Est. Cost $0.62 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $207 Shares 1,855 Est. Cost $103.63 Unrealized +0.5%
GOOG ALPHABET INC 0.1%
Value ($000) $207 Shares 849 Est. Cost $209.93 Unrealized 0.0%
IVV ISHARES TR 0.1%
Value ($000) $206 Shares 308 Est. Cost $669.30 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $205 Shares 4,740 Est. Cost $41.04 Unrealized 0.0%
PFRL PGIM ETF TR 0.1%
Value ($000) $205 Shares 4,091 Est. Cost $0.05 Unrealized
EQT EQT CORP 0.1%
Value ($000) $204 Shares 3,740 Est. Cost $53.55 Unrealized -1.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $204 Shares 339 Est. Cost $600.37 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $201 Shares 1,661 Est. Cost $121.06 Unrealized
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $201 Shares 384 Est. Cost $561.33 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $200 Shares 163 Est. Cost $1253.17 Unrealized 0.0%
NCDL NUVEEN CHURCHILL DIRECT LEND 0.0%
Value ($000) $141 Shares 10,183 Est. Cost $14.69 Unrealized +2.1%
ABAT AMERICAN BATTERY TECHNOLOGY 0.0%
Value ($000) $51 Shares 10,447 Est. Cost $1.04 Unrealized +151.3%