WCG Wealth Advisors LLC Diversified Active

CIK: 0001855713 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $1,546,250 (100.0% shares, 0.0% debt)

Holdings (327)

NVDA NVIDIA CORPORATION 2.9%
Value ($000) $44,687 Shares 282,849 Est. Cost $99.32 Unrealized +26.7%
AVUS AMERICAN CENTY ETF TR 2.7%
Value ($000) $41,167 Shares 408,323 Est. Cost $14.28 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $38,542 Shares 187,854 Est. Cost $181.77 Unrealized +10.8%
MSFT MICROSOFT CORP 2.2%
Value ($000) $33,832 Shares 68,017 Est. Cost $308.62 Unrealized +40.1%
JGRO J P MORGAN EXCHANGE TRADED F 2.1%
Value ($000) $32,570 Shares 378,412 Est. Cost $54.16 Unrealized
PYLD PIMCO ETF TR 2.1%
Value ($000) $32,135 Shares 1,210,832 Est. Cost $8.86 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $31,648 Shares 50,972 Est. Cost $75.44 Unrealized
SNPE DBX ETF TR 2.0%
Value ($000) $30,486 Shares 551,286 Est. Cost $36.47 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $28,115 Shares 429,236 Est. Cost $44.89 Unrealized
TOTL SSGA ACTIVE ETF TR 1.7%
Value ($000) $25,544 Shares 636,851 Est. Cost $20.88 Unrealized
SPYM SPDR SER TR 1.6%
Value ($000) $25,371 Shares 349,028 Est. Cost $8.28 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $23,847 Shares 108,697 Est. Cost $139.25 Unrealized +42.1%
AVDE AMERICAN CENTY ETF TR 1.5%
Value ($000) $23,596 Shares 318,824 Est. Cost $9.51 Unrealized
RODM LATTICE STRATEGIES TR 1.5%
Value ($000) $23,125 Shares 678,158 Est. Cost $21.03 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $22,232 Shares 45,766 Est. Cost $507.86 Unrealized 0.0%
HTRB HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF 1.3%
Value ($000) $20,803 Shares 614,209 Est. Cost $20.69 Unrealized
IUSB ISHARES TR 1.3%
Value ($000) $19,568 Shares 423,274 Est. Cost $3.19 Unrealized
CRTC DBX ETF TR 1.2%
Value ($000) $18,304 Shares 538,186 Est. Cost $30.25 Unrealized
DUHP DIMENSIONAL ETF TRUST 1.1%
Value ($000) $17,324 Shares 487,190 Est. Cost $4.81 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $16,977 Shares 96,332 Est. Cost $117.49 Unrealized +39.0%
MUNI PIMCO ETF TRUST INTER MUN BD ACT ETF 1.1%
Value ($000) $16,819 Shares 327,476 Est. Cost $37.95 Unrealized
AVUV AMERICAN CENTY ETF TR 1.1%
Value ($000) $16,778 Shares 184,167 Est. Cost $16.16 Unrealized
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 1.1%
Value ($000) $16,679 Shares 390,240 Est. Cost $18.61 Unrealized
META META PLATFORMS INC 1.0%
Value ($000) $15,605 Shares 21,142 Est. Cost $219.45 Unrealized +181.0%
IEI ISHARES TR 1.0%
Value ($000) $15,131 Shares 127,054 Est. Cost $119.09 Unrealized
JPST JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF 0.9%
Value ($000) $14,677 Shares 289,604 Est. Cost $43.36 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $14,641 Shares 205,459 Est. Cost $45.56 Unrealized
IEFA ISHARES TR 0.9%
Value ($000) $14,373 Shares 172,176 Est. Cost $75.41 Unrealized
PWRD TCW ETF TRUST 0.9%
Value ($000) $14,309 Shares 158,689 Est. Cost $90.17 Unrealized
HYMB SPDR SER TR 0.9%
Value ($000) $13,621 Shares 549,661 Est. Cost $13.07 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $13,381 Shares 21,657 Est. Cost $158.93 Unrealized
IVW ISHARES TR 0.8%
Value ($000) $13,094 Shares 118,929 Est. Cost $4.52 Unrealized
QUAL ISHARES TR 0.8%
Value ($000) $12,516 Shares 68,458 Est. Cost $16.59 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $12,245 Shares 22,198 Est. Cost $63.34 Unrealized
HDEF DBX ETF TR 0.8%
Value ($000) $12,195 Shares 422,570 Est. Cost $21.36 Unrealized
BIL SPDR SER TR 0.8%
Value ($000) $12,044 Shares 131,297 Est. Cost $37.37 Unrealized
V VISA INC 0.8%
Value ($000) $11,856 Shares 33,393 Est. Cost $229.84 Unrealized +51.0%
SLYG SPDR SERIES TRUST S&P 600 SMCP GRW ETF 0.8%
Value ($000) $11,661 Shares 131,392 Est. Cost $56.79 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL ETF 0.8%
Value ($000) $11,659 Shares 146,171 Est. Cost $55.43 Unrealized
IDHQ INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $10,836 Shares 328,572 Est. Cost $2.34 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $10,628 Shares 108,182 Est. Cost $33.84 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $10,353 Shares 254,551 Est. Cost $15.07 Unrealized
AVLV AMERICAN CENTY ETF TR 0.6%
Value ($000) $10,037 Shares 147,151 Est. Cost $1.90 Unrealized
DYNF BLACKROCK ETF TRUST 0.6%
Value ($000) $9,693 Shares 177,981 Est. Cost $54.46 Unrealized
JPM JPMORGAN CHASE 0.6%
Value ($000) $9,161 Shares 31,601 Est. Cost $129.02 Unrealized +95.8%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $9,020 Shares 35,622 Est. Cost $253.23 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $8,985 Shares 176,462 Est. Cost $16.37 Unrealized
WMT WALMART INC 0.6%
Value ($000) $8,918 Shares 91,209 Est. Cost $56.79 Unrealized +66.9%
SCHW SCHWAB CHARLES CORP 0.6%
Value ($000) $8,571 Shares 93,935 Est. Cost $66.89 Unrealized +24.3%
XLRE SELECT SECTOR SPDR TR 0.6%
Value ($000) $8,544 Shares 206,283 Est. Cost $26.77 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $8,461 Shares 38,701 Est. Cost $89.59 Unrealized +79.5%
SMLF ISHARES TR 0.5%
Value ($000) $8,418 Shares 123,891 Est. Cost $8.05 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $8,331 Shares 56,476 Est. Cost $0.12 Unrealized
IYW ISHARES TR 0.5%
Value ($000) $8,244 Shares 47,579 Est. Cost $0.11 Unrealized
NUBD NUSHARES ETF TR 0.5%
Value ($000) $8,235 Shares 369,935 Est. Cost $19.89 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $8,046 Shares 153,636 Est. Cost $22.49 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $7,905 Shares 14,067 Est. Cost $381.96 Unrealized +44.4%
NUDM NUSHARES ETF TR 0.5%
Value ($000) $7,789 Shares 219,479 Est. Cost $17.59 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $7,747 Shares 25,490 Est. Cost $61.89 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $7,727 Shares 28,688 Est. Cost $0.16 Unrealized
AVEM AMERICAN CENTY ETF TR 0.5%
Value ($000) $7,718 Shares 112,609 Est. Cost $10.57 Unrealized
NUSC NUSHARES ETF TR 0.5%
Value ($000) $7,519 Shares 184,566 Est. Cost $20.53 Unrealized
IVE ISHARES TR 0.5%
Value ($000) $7,480 Shares 38,278 Est. Cost $60.52 Unrealized
MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF 0.5%
Value ($000) $7,418 Shares 85,390 Est. Cost $57.48 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $7,355 Shares 32,472 Est. Cost $53.62 Unrealized
MDYV SPDR SERIES TRUST S&P 400 MDCP VAL ETF 0.5%
Value ($000) $7,340 Shares 92,410 Est. Cost $53.14 Unrealized
DEM WISDOMTREE TR 0.5%
Value ($000) $7,230 Shares 159,634 Est. Cost $38.46 Unrealized
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $7,089 Shares 86,812 Est. Cost $81.66 Unrealized
FRDM EA SER 0.5%
Value ($000) $7,045 Shares 174,390 Est. Cost $23.32 Unrealized
XLV SELECT SECTOR SPDR TR 0.5%
Value ($000) $6,964 Shares 51,665 Est. Cost $134.79 Unrealized
EFV ISHARES TR 0.4%
Value ($000) $6,699 Shares 105,526 Est. Cost $3.19 Unrealized
USFR WISDOMTREE TR 0.4%
Value ($000) $6,631 Shares 131,797 Est. Cost $31.61 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $6,518 Shares 116,260 Est. Cost $54.32 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $6,513 Shares 87,760 Est. Cost $29.87 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $6,268 Shares 147,893 Est. Cost $42.38 Unrealized
QQXT FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $6,215 Shares 62,909 Est. Cost $98.80 Unrealized
OKE ONEOK INC NEW 0.4%
Value ($000) $6,052 Shares 74,144 Est. Cost $79.83 Unrealized +1.1%
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $5,971 Shares 32,786 Est. Cost $86.82 Unrealized +92.8%
AGG ISHARES TR 0.4%
Value ($000) $5,749 Shares 57,958 Est. Cost $99.20 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $5,645 Shares 52,366 Est. Cost $94.30 Unrealized +10.8%
UCON FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $5,619 Shares 225,734 Est. Cost $24.76 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $5,606 Shares 17,648 Est. Cost $266.63 Unrealized +13.0%
FLQM FRANKLIN TEMPLETON ETF TR 0.3%
Value ($000) $5,273 Shares 97,090 Est. Cost $53.40 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $5,058 Shares 18,550 Est. Cost $233.91 Unrealized +13.7%
SPYG SPDR SER TR 0.3%
Value ($000) $4,972 Shares 52,163 Est. Cost $51.13 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $4,887 Shares 30,673 Est. Cost $145.19 Unrealized +10.7%
SDVY FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $4,778 Shares 135,445 Est. Cost $30.17 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $4,726 Shares 21,747 Est. Cost $217.33 Unrealized
MBB ISHARES TR 0.3%
Value ($000) $4,679 Shares 49,839 Est. Cost $3.59 Unrealized
TCAF T ROWE PRICE ETF INC 0.3%
Value ($000) $4,540 Shares 128,687 Est. Cost $17.04 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $4,419 Shares 35,635 Est. Cost $100.52 Unrealized +2.3%
NULG NUSHARES ETF TR 0.3%
Value ($000) $4,387 Shares 46,690 Est. Cost $30.91 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.3%
Value ($000) $4,383 Shares 84,247 Est. Cost $1.87 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $4,370 Shares 39,018 Est. Cost $5.58 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $4,279 Shares 24,122 Est. Cost $132.47 Unrealized +24.4%
COIN COINBASE GLOBAL INC 0.3%
Value ($000) $4,131 Shares 11,787 Est. Cost $183.81 Unrealized +27.2%
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $4,125 Shares 129,731 Est. Cost $18.44 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $4,114 Shares 18,116 Est. Cost $0.18 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $4,052 Shares 11,050 Est. Cost $329.81 Unrealized +7.9%
ELV ELEVANCE HEALTH INC 0.3%
Value ($000) $3,997 Shares 10,276 Est. Cost $396.61 Unrealized 0.0%
IAU ISHARES GOLD TR 0.3%
Value ($000) $3,977 Shares 63,780 Est. Cost $41.84 Unrealized
CSCO CISCO SYS INC. 0.3%
Value ($000) $3,907 Shares 56,311 Est. Cost $50.45 Unrealized +19.7%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $3,878 Shares 21,186 Est. Cost $162.46 Unrealized -3.1%
ITA ISHARES TR 0.2%
Value ($000) $3,758 Shares 19,921 Est. Cost $153.10 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $3,755 Shares 62,554 Est. Cost $16.78 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $3,743 Shares 79,105 Est. Cost $32.53 Unrealized +27.4%
EMXC ISHARES INC 0.2%
Value ($000) $3,726 Shares 59,019 Est. Cost $2.04 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS 0.2%
Value ($000) $3,725 Shares 356,080 Est. Cost $0.01 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $3,556 Shares 114,681 Est. Cost $23.16 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $3,464 Shares 43,239 Est. Cost $42.02 Unrealized +69.3%
TLH ISHARES TR 0.2%
Value ($000) $3,448 Shares 33,941 Est. Cost $103.64 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $3,439 Shares 11,301 Est. Cost $270.83 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $3,419 Shares 14,226 Est. Cost $202.13 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $3,145 Shares 42,712 Est. Cost $70.03 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $3,143 Shares 15,936 Est. Cost $6.22 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,077 Shares 72,790 Est. Cost $42.27 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $3,015 Shares 32,907 Est. Cost $88.82 Unrealized -4.1%
SPTL SPDR SER TR 0.2%
Value ($000) $3,008 Shares 113,159 Est. Cost $7.00 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.2%
Value ($000) $2,966 Shares 94,041 Est. Cost $1.37 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $2,849 Shares 53,917 Est. Cost $52.84 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $2,841 Shares 54,272 Est. Cost $6.81 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $2,787 Shares 20,048 Est. Cost $54.64 Unrealized
UNILEVER PLC 0.2%
Value ($000) $2,763 Shares 45,172 Est. Cost $38.68 Unrealized
BOND PIMCO ETF TR 0.2%
Value ($000) $2,727 Shares 29,579 Est. Cost $92.18 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $2,690 Shares 17,069 Est. Cost $214.32 Unrealized -29.8%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $2,666 Shares 19,996 Est. Cost $22.52 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $2,661 Shares 16,707 Est. Cost $122.75 Unrealized +18.1%
AVLC AMERICAN CENTY ETF TR 0.2%
Value ($000) $2,652 Shares 37,325 Est. Cost $3.14 Unrealized
EBAY EBAY INC. 0.2%
Value ($000) $2,603 Shares 34,952 Est. Cost $45.73 Unrealized +53.5%
CMCSA COMCAST CORP 0.2%
Value ($000) $2,587 Shares 72,483 Est. Cost $38.49 Unrealized -11.9%
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,575 Shares 35,358 Est. Cost $0.06 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,569 Shares 29,475 Est. Cost $76.19 Unrealized +9.6%
PFE PFIZER INC 0.2%
Value ($000) $2,543 Shares 104,890 Est. Cost $27.20 Unrealized -17.9%
IJH ISHARES TR 0.2%
Value ($000) $2,489 Shares 40,129 Est. Cost $0.09 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $2,487 Shares 21,224 Est. Cost $91.28 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $2,465 Shares 12,689 Est. Cost $0.15 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $2,442 Shares 25,496 Est. Cost $72.49 Unrealized
IHI ISHARES TR 0.2%
Value ($000) $2,439 Shares 38,930 Est. Cost $0.64 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value ($000) $2,431 Shares 10,212 Est. Cost $188.76 Unrealized +9.2%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,430 Shares 91,709 Est. Cost $17.33 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,368 Shares 26,389 Est. Cost $97.43 Unrealized -9.7%
SPTM SPDR SER TR 0.2%
Value ($000) $2,368 Shares 31,619 Est. Cost $33.11 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,366 Shares 11,561 Est. Cost $188.74 Unrealized -1.6%
DGRO ISHARES TR 0.2%
Value ($000) $2,350 Shares 36,753 Est. Cost $2.19 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value ($000) $2,344 Shares 106,756 Est. Cost $19.97 Unrealized 0.0%
EMNT PIMCO ETF TR 0.2%
Value ($000) $2,331 Shares 23,600 Est. Cost $98.76 Unrealized
ETHO AMPLIFY ETF TR 0.1%
Value ($000) $2,267 Shares 38,997 Est. Cost $17.49 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $2,252 Shares 18,607 Est. Cost $62.65 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $2,248 Shares 17,026 Est. Cost $164.33 Unrealized -20.3%
OWNS TIDAL TRUST III 0.1%
Value ($000) $2,243 Shares 130,926 Est. Cost $1.71 Unrealized
MANAGED PORTFOLIO SERIES 0.1%
Value ($000) $2,197 Shares 41,529 Est. Cost $46.96 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,162 Shares 60,331 Est. Cost $0.04 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $2,142 Shares 49,511 Est. Cost $36.42 Unrealized +14.8%
QYLD GLOBAL X 0.1%
Value ($000) $2,126 Shares 127,163 Est. Cost $10.33 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $2,084 Shares 43,193 Est. Cost $1.38 Unrealized
SNY SANOFI 0.1%
Value ($000) $2,056 Shares 42,551 Est. Cost $29.47 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $2,030 Shares 18,577 Est. Cost $36.62 Unrealized
OKLO OKLO INC 0.1%
Value ($000) $2,029 Shares 36,236 Est. Cost $38.57 Unrealized 0.0%
OMFL INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $2,025 Shares 35,044 Est. Cost $14.51 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,010 Shares 31,554 Est. Cost $12.41 Unrealized
FAD FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $2,007 Shares 13,668 Est. Cost $146.82 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,980 Shares 12,965 Est. Cost $150.84 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,959 Shares 21,001 Est. Cost $70.31 Unrealized +17.1%
ABNB AIRBNB INC 0.1%
Value ($000) $1,931 Shares 14,594 Est. Cost $126.67 Unrealized 0.0%
FSK FS KKR CAP CORP 0.1%
Value ($000) $1,923 Shares 92,650 Est. Cost $14.55 Unrealized +24.6%
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $1,913 Shares 31,473 Est. Cost $60.79 Unrealized
AVGE AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,860 Shares 24,003 Est. Cost $18.46 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,846 Shares 20,257 Est. Cost $43.55 Unrealized +92.8%
LQDH ISHARES U S ETF TR 0.1%
Value ($000) $1,841 Shares 19,921 Est. Cost $60.95 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $1,837 Shares 77,700 Est. Cost $23.64 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $1,830 Shares 18,805 Est. Cost $78.11 Unrealized +1.0%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,798 Shares 61,216 Est. Cost $29.37 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,794 Shares 29,962 Est. Cost $1.06 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,715 Shares 13,913 Est. Cost $93.22 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,707 Shares 11,690 Est. Cost $104.58 Unrealized +26.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,699 Shares 11,864 Est. Cost $137.00 Unrealized 0.0%
SPSM SPDR SER TR 0.1%
Value ($000) $1,680 Shares 39,430 Est. Cost $28.87 Unrealized
IWS ISHARES TR 0.1%
Value ($000) $1,623 Shares 12,281 Est. Cost $5.39 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1,617 Shares 72,202 Est. Cost $25.13 Unrealized -17.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,562 Shares 13,234 Est. Cost $115.43 Unrealized 0.0%
QGRO AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,549 Shares 14,195 Est. Cost $3.80 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,518 Shares 33,949 Est. Cost $28.46 Unrealized
WINN HARBOR ETF TRUST 0.1%
Value ($000) $1,517 Shares 52,100 Est. Cost $29.12 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,517 Shares 21,439 Est. Cost $56.41 Unrealized +23.7%
USMF WISDOMTREE TR 0.1%
Value ($000) $1,474 Shares 28,758 Est. Cost $0.04 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,462 Shares 23,271 Est. Cost $36.77 Unrealized +56.8%
HEFA ISHARES TR 0.1%
Value ($000) $1,460 Shares 38,462 Est. Cost $35.93 Unrealized
AVIG AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,415 Shares 34,000 Est. Cost $3.96 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,393 Shares 47,701 Est. Cost $20.87 Unrealized
T AT&T INC 0.1%
Value ($000) $1,377 Shares 47,585 Est. Cost $13.89 Unrealized +94.2%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,356 Shares 10,169 Est. Cost $113.54 Unrealized 0.0%
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,355 Shares 22,869 Est. Cost $13.39 Unrealized
VFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $1,328 Shares 37,579 Est. Cost $0.03 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $1,305 Shares 12,981 Est. Cost $97.61 Unrealized
NUMG NUSHARES ETF TR 0.1%
Value ($000) $1,303 Shares 26,885 Est. Cost $27.67 Unrealized
NUMV NUSHARES ETF TR 0.1%
Value ($000) $1,287 Shares 35,710 Est. Cost $25.69 Unrealized
SPHY SPDR HIGH 0.1%
Value ($000) $1,284 Shares 53,969 Est. Cost $13.16 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,277 Shares 52,026 Est. Cost $24.17 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $1,268 Shares 25,490 Est. Cost $10.84 Unrealized
ARKK ARK ETF TR 0.1%
Value ($000) $1,263 Shares 17,970 Est. Cost $0.04 Unrealized
CHGX EA SERIES TRUST 0.1%
Value ($000) $1,258 Shares 48,241 Est. Cost $26.07 Unrealized
MFC MANULIFE FINL CORP 0.1%
Value ($000) $1,257 Shares 39,321 Est. Cost $23.75 Unrealized +29.7%
EUAD SPINNAKER ETF SERIES 0.1%
Value ($000) $1,251 Shares 29,000 Est. Cost $43.15 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,210 Shares 25,287 Est. Cost $22.43 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,206 Shares 19,393 Est. Cost $42.86 Unrealized +35.1%
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $1,187 Shares 21,836 Est. Cost $54.38 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $1,168 Shares 23,022 Est. Cost $50.75 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $1,166 Shares 15,070 Est. Cost $62.28 Unrealized 0.0%
DJIA GLOBAL X FDS 0.1%
Value ($000) $1,165 Shares 53,721 Est. Cost $21.88 Unrealized
IHAK ISHARES TR 0.1%
Value ($000) $1,164 Shares 21,871 Est. Cost $1.58 Unrealized
BBUS J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,160 Shares 10,364 Est. Cost $0.10 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,147 Shares 13,471 Est. Cost $61.15 Unrealized +16.4%
MRK MERCK & CO INC 0.1%
Value ($000) $1,140 Shares 14,398 Est. Cost $102.23 Unrealized -24.3%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $1,138 Shares 11,120 Est. Cost $101.39 Unrealized -14.7%
GLDM WORLD GOLD TR 0.1%
Value ($000) $1,136 Shares 17,331 Est. Cost $38.53 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $1,133 Shares 20,350 Est. Cost $1.81 Unrealized
BBHY J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,124 Shares 24,105 Est. Cost $10.45 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,122 Shares 11,959 Est. Cost $0.09 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $1,115 Shares 17,760 Est. Cost $47.16 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,114 Shares 16,120 Est. Cost $69.09 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value ($000) $1,102 Shares 11,332 Est. Cost $97.27 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $1,101 Shares 11,986 Est. Cost $87.99 Unrealized 0.0%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $1,094 Shares 23,921 Est. Cost $45.75 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,071 Shares 18,788 Est. Cost $0.05 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,068 Shares 17,023 Est. Cost $17.28 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,062 Shares 14,285 Est. Cost $64.78 Unrealized +5.5%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,050 Shares 23,913 Est. Cost $42.98 Unrealized
IETC ISHARES U S ETF TR 0.1%
Value ($000) $1,009 Shares 10,736 Est. Cost $94.00 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $965 Shares 10,615 Est. Cost $16.79 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $961 Shares 16,265 Est. Cost $53.24 Unrealized +3.8%
EMB ISHARES TR 0.1%
Value ($000) $961 Shares 10,373 Est. Cost $90.59 Unrealized
IXJ ISHARES TR 0.1%
Value ($000) $955 Shares 11,091 Est. Cost $2.90 Unrealized
JMUB J P MORGAN EXCHANGE TRADED 0.1%
Value ($000) $949 Shares 19,112 Est. Cost $0.05 Unrealized
RRR RED ROCK RESORTS INC 0.1%
Value ($000) $944 Shares 18,150 Est. Cost $40.32 Unrealized +13.3%
PTLC PACER FDS TR 0.1%
Value ($000) $935 Shares 18,428 Est. Cost $0.04 Unrealized
FLAX FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $918 Shares 35,322 Est. Cost $0.02 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $899 Shares 22,753 Est. Cost $36.00 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $895 Shares 13,311 Est. Cost $67.22 Unrealized
IBLC ISHARES TR 0.1%
Value ($000) $891 Shares 22,698 Est. Cost $9.20 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $842 Shares 15,004 Est. Cost $50.88 Unrealized 0.0%
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $839 Shares 20,977 Est. Cost $9.67 Unrealized
IYH ISHARES TR 0.1%
Value ($000) $839 Shares 14,855 Est. Cost $4.58 Unrealized
HYLB DBX ETF TR 0.1%
Value ($000) $836 Shares 22,634 Est. Cost $24.92 Unrealized
GDXJ VANECK ETF TRUST 0.1%
Value ($000) $823 Shares 12,169 Est. Cost $1.53 Unrealized
WTPI WISDOMTREE TR 0.1%
Value ($000) $821 Shares 25,623 Est. Cost $32.22 Unrealized
FLEX FLEX LTD 0.1%
Value ($000) $815 Shares 16,331 Est. Cost $39.10 Unrealized -0.4%
FTLS FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $813 Shares 12,272 Est. Cost $0.06 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $813 Shares 27,778 Est. Cost $12.05 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $806 Shares 10,347 Est. Cost $87.38 Unrealized -7.4%
SFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $803 Shares 30,643 Est. Cost $0.65 Unrealized
FXY INVESCO CURRENCYSHARES JAPAN 0.1%
Value ($000) $801 Shares 12,532 Est. Cost $0.06 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $799 Shares 13,622 Est. Cost $36.91 Unrealized +51.6%
EVRG EVERGY INC 0.1%
Value ($000) $779 Shares 11,300 Est. Cost $65.58 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $772 Shares 15,694 Est. Cost $38.00 Unrealized +23.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $767 Shares 11,053 Est. Cost $68.66 Unrealized -0.8%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value ($000) $755 Shares 12,090 Est. Cost $62.42 Unrealized
SII SPROTT INC 0.0%
Value ($000) $750 Shares 10,850 Est. Cost $31.14 Unrealized +78.3%
XSMO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $739 Shares 10,863 Est. Cost $68.02 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $728 Shares 14,721 Est. Cost $0.04 Unrealized
FENI FIDELITY COVINGTON TRUST 0.0%
Value ($000) $727 Shares 21,845 Est. Cost $29.89 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $726 Shares 11,823 Est. Cost $61.39 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $716 Shares 11,696 Est. Cost $48.61 Unrealized
SPYI NEOS ETF TRUST 0.0%
Value ($000) $700 Shares 13,905 Est. Cost $50.32 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value ($000) $650 Shares 34,081 Est. Cost $21.18 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $650 Shares 12,732 Est. Cost $51.02 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.0%
Value ($000) $647 Shares 17,621 Est. Cost $28.68 Unrealized
JPLD J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $623 Shares 11,928 Est. Cost $51.57 Unrealized
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $617 Shares 44,476 Est. Cost $13.45 Unrealized
SIVR ABRDN SILVER ETF TRUST 0.0%
Value ($000) $614 Shares 17,836 Est. Cost $8.69 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $612 Shares 110,110 Est. Cost $5.56 Unrealized
CART MAPLEBEAR INC 0.0%
Value ($000) $600 Shares 13,263 Est. Cost $34.72 Unrealized +25.2%
BUFQ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $594 Shares 17,900 Est. Cost $4.08 Unrealized
YOU CLEAR SECURE INC 0.0%
Value ($000) $592 Shares 21,308 Est. Cost $25.28 Unrealized -0.3%
SPAB SPDR SER TR 0.0%
Value ($000) $587 Shares 22,921 Est. Cost $25.10 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $570 Shares 13,373 Est. Cost $39.84 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $569 Shares 65,797 Est. Cost $8.40 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $563 Shares 19,685 Est. Cost $28.31 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $563 Shares 11,293 Est. Cost $49.82 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $560 Shares 24,515 Est. Cost $22.85 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $553 Shares 11,020 Est. Cost $50.20 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $552 Shares 12,025 Est. Cost $45.89 Unrealized
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $550 Shares 12,186 Est. Cost $41.78 Unrealized
EATON VANCE TAX MNGED BUY WR 0.0%
Value ($000) $545 Shares 37,769 Est. Cost $13.96 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $540 Shares 52,077 Est. Cost $10.37 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $539 Shares 12,367 Est. Cost $0.04 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $532 Shares 61,180 Est. Cost $0.01 Unrealized
SPTS SPDR SERIES TRUST 0.0%
Value ($000) $511 Shares 17,451 Est. Cost $29.29 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $510 Shares 15,712 Est. Cost $29.68 Unrealized 0.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $509 Shares 27,888 Est. Cost $16.98 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $501 Shares 26,396 Est. Cost $19.49 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $500 Shares 46,088 Est. Cost $9.36 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $500 Shares 16,999 Est. Cost $18.49 Unrealized +44.7%
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $494 Shares 55,600 Est. Cost $8.71 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $494 Shares 11,634 Est. Cost $0.04 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $489 Shares 10,782 Est. Cost $31.40 Unrealized +39.4%
ARTY ISHARES TR 0.0%
Value ($000) $488 Shares 11,908 Est. Cost $3.36 Unrealized
XVV ISHARES TR 0.0%
Value ($000) $483 Shares 10,125 Est. Cost $0.03 Unrealized
JHSC JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $481 Shares 12,325 Est. Cost $5.56 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $465 Shares 22,209 Est. Cost $19.37 Unrealized
COMB GRANITESHARES ETF TR 0.0%
Value ($000) $459 Shares 21,883 Est. Cost $0.02 Unrealized
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $458 Shares 50,686 Est. Cost $8.70 Unrealized
HYEM VANECK ETF TRUST 0.0%
Value ($000) $456 Shares 23,018 Est. Cost $0.02 Unrealized
XTEAX TORTOISE SUSTAINABLE & SOCIA 0.0%
Value ($000) $450 Shares 36,775 Est. Cost $11.79 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $447 Shares 13,610 Est. Cost $0.02 Unrealized
ADVENT CONV & INCOME FD 0.0%
Value ($000) $445 Shares 36,752 Est. Cost $11.81 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $438 Shares 18,100 Est. Cost $21.10 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $437 Shares 20,874 Est. Cost $19.73 Unrealized
BLACKROCK MULTI SECTOR INC T 0.0%
Value ($000) $429 Shares 29,375 Est. Cost $14.60 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $427 Shares 38,342 Est. Cost $11.13 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $418 Shares 18,170 Est. Cost $2.62 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $416 Shares 42,492 Est. Cost $9.84 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $410 Shares 37,543 Est. Cost $11.07 Unrealized
DDWM WISDOMTREE TR 0.0%
Value ($000) $402 Shares 10,124 Est. Cost $36.82 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $395 Shares 54,382 Est. Cost $0.00 Unrealized
FCLD FIDELITY COVINGTON TRUST 0.0%
Value ($000) $391 Shares 13,750 Est. Cost $0.72 Unrealized
PFFD GLOBAL X 0.0%
Value ($000) $381 Shares 20,227 Est. Cost $17.95 Unrealized
DX DYNEX CAP INC 0.0%
Value ($000) $352 Shares 28,807 Est. Cost $12.22 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $272 Shares 14,976 Est. Cost $1.74 Unrealized
INCM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $271 Shares 10,000 Est. Cost $27.05 Unrealized
ODV OSISKO DEVELOPMENT CORP 0.0%
Value ($000) $264 Shares 123,234 Est. Cost $1.85 Unrealized 0.0%
PWZ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $262 Shares 11,204 Est. Cost $23.34 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $254 Shares 10,200 Est. Cost $23.50 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $248 Shares 47,394 Est. Cost $4.69 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value ($000) $241 Shares 10,098 Est. Cost $24.00 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $236 Shares 12,002 Est. Cost $0.02 Unrealized
BCS BARCLAYS PLC 0.0%
Value ($000) $233 Shares 12,554 Est. Cost $13.29 Unrealized
PFFA ETFIS SER TR I 0.0%
Value ($000) $221 Shares 10,608 Est. Cost $0.28 Unrealized