WCG Wealth Advisors LLC Diversified Active

CIK: 0001855713 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $1,595,123 (100.0% shares, 0.0% debt)

Holdings (331)

NVDA NVIDIA CORPORATION 3.7%
Value ($000) $59,237 Shares 317,487 Est. Cost $107.50 Unrealized +62.1%
AAPL APPLE INC 2.8%
Value ($000) $45,172 Shares 177,401 Est. Cost $181.77 Unrealized +24.1%
AVUS AMERICAN CENTY ETF TR 2.8%
Value ($000) $44,775 Shares 411,910 Est. Cost $14.28 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $34,278 Shares 66,180 Est. Cost $308.62 Unrealized +64.8%
IVV ISHARES TR 2.1%
Value ($000) $34,121 Shares 50,980 Est. Cost $75.44 Unrealized
IWF ISHARES TR 2.0%
Value ($000) $32,264 Shares 68,879 Est. Cost $468.41 Unrealized
JAVA J P MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $31,351 Shares 454,623 Est. Cost $46.24 Unrealized
V VISA INC 1.9%
Value ($000) $30,431 Shares 89,142 Est. Cost $301.95 Unrealized +14.3%
PYLD PIMCO ETF TR 1.9%
Value ($000) $29,612 Shares 1,103,294 Est. Cost $8.86 Unrealized
TOTL SSGA ACTIVE ETF TR 1.6%
Value ($000) $26,256 Shares 647,181 Est. Cost $21.19 Unrealized
AVDE AMERICAN CENTY ETF TR 1.6%
Value ($000) $25,593 Shares 324,371 Est. Cost $10.69 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $25,237 Shares 114,939 Est. Cost $143.98 Unrealized +57.2%
SPYM SPDR SER TR 1.5%
Value ($000) $24,336 Shares 310,652 Est. Cost $8.28 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $23,038 Shares 94,766 Est. Cost $117.49 Unrealized +78.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $22,149 Shares 44,056 Est. Cost $507.86 Unrealized -4.6%
RODM LATTICE STRATEGIES TR 1.4%
Value ($000) $21,614 Shares 608,422 Est. Cost $21.03 Unrealized
META META PLATFORMS INC 1.4%
Value ($000) $21,590 Shares 29,399 Est. Cost $366.56 Unrealized +102.8%
HTRB HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF 1.3%
Value ($000) $20,493 Shares 597,647 Est. Cost $20.69 Unrealized
IUSB ISHARES TR 1.3%
Value ($000) $20,026 Shares 428,724 Est. Cost $3.74 Unrealized
CRTC DBX ETF TR 1.2%
Value ($000) $19,750 Shares 542,202 Est. Cost $30.25 Unrealized
DUHP DIMENSIONAL ETF TRUST 1.2%
Value ($000) $18,982 Shares 502,564 Est. Cost $5.82 Unrealized
AVUV AMERICAN CENTY ETF TR 1.2%
Value ($000) $18,590 Shares 186,775 Est. Cost $17.33 Unrealized
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $17,727 Shares 31,166 Est. Cost $487.03 Unrealized +17.7%
IEFA ISHARES TR 1.0%
Value ($000) $16,483 Shares 188,788 Est. Cost $76.45 Unrealized
SPEM SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF 1.0%
Value ($000) $16,318 Shares 348,595 Est. Cost $18.61 Unrealized
TSLA TESLA INC 1.0%
Value ($000) $16,229 Shares 36,494 Est. Cost $308.05 Unrealized +12.6%
SNPE DBX ETF TR 0.9%
Value ($000) $14,697 Shares 244,831 Est. Cost $36.47 Unrealized
BIL SPDR SER TR 0.9%
Value ($000) $14,429 Shares 157,268 Est. Cost $46.35 Unrealized
IVW ISHARES TR 0.9%
Value ($000) $14,357 Shares 118,928 Est. Cost $4.52 Unrealized
IEI ISHARES TR 0.9%
Value ($000) $14,184 Shares 118,681 Est. Cost $119.09 Unrealized
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $13,881 Shares 20,836 Est. Cost $158.93 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $13,249 Shares 22,069 Est. Cost $63.34 Unrealized
MUNI PIMCO ETF TRUST INTER MUN BD ACT ETF 0.8%
Value ($000) $13,236 Shares 253,170 Est. Cost $37.95 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $13,006 Shares 123,910 Est. Cost $42.87 Unrealized
JPST JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF 0.8%
Value ($000) $12,903 Shares 254,352 Est. Cost $43.36 Unrealized
QUAL ISHARES TR 0.8%
Value ($000) $12,875 Shares 66,193 Est. Cost $16.59 Unrealized
PWRD TCW ETF TRUST 0.8%
Value ($000) $12,003 Shares 122,865 Est. Cost $90.17 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL ETF 0.7%
Value ($000) $11,697 Shares 131,946 Est. Cost $55.43 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $11,505 Shares 156,979 Est. Cost $45.56 Unrealized
HDEF DBX ETF TR 0.7%
Value ($000) $11,202 Shares 380,757 Est. Cost $21.36 Unrealized
SLYG SPDR SERIES TRUST S&P 600 SMCP GRW ETF 0.7%
Value ($000) $11,148 Shares 118,205 Est. Cost $56.79 Unrealized
AVLV AMERICAN CENTY ETF TR 0.7%
Value ($000) $10,927 Shares 151,215 Est. Cost $3.79 Unrealized
DYNF BLACKROCK ETF TRUST 0.7%
Value ($000) $10,610 Shares 179,225 Est. Cost $54.46 Unrealized
PRFZ INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $10,350 Shares 227,864 Est. Cost $15.07 Unrealized
SMLF ISHARES TR 0.6%
Value ($000) $10,280 Shares 138,267 Est. Cost $14.95 Unrealized
IDHQ INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $10,082 Shares 299,608 Est. Cost $2.34 Unrealized
JPM JPMORGAN CHASE 0.6%
Value ($000) $9,702 Shares 30,758 Est. Cost $129.02 Unrealized +129.4%
WMT WALMART INC 0.6%
Value ($000) $9,689 Shares 94,013 Est. Cost $58.06 Unrealized +70.9%
HYMB SPDR SER TR 0.6%
Value ($000) $9,660 Shares 387,468 Est. Cost $13.07 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $9,494 Shares 33,684 Est. Cost $253.23 Unrealized
IYW ISHARES TR 0.6%
Value ($000) $9,356 Shares 47,766 Est. Cost $0.11 Unrealized
AVEM AMERICAN CENTY ETF TR 0.5%
Value ($000) $8,702 Shares 115,857 Est. Cost $12.38 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $8,438 Shares 90,006 Est. Cost $54.16 Unrealized
DEM WISDOMTREE TR 0.5%
Value ($000) $8,120 Shares 176,564 Est. Cost $39.18 Unrealized
SCHW SCHWAB CHARLES CORP 0.5%
Value ($000) $8,029 Shares 84,096 Est. Cost $66.89 Unrealized +41.3%
IVE ISHARES TR 0.5%
Value ($000) $8,026 Shares 38,866 Est. Cost $62.73 Unrealized
XLRE SELECT SECTOR SPDR TR 0.5%
Value ($000) $7,929 Shares 188,199 Est. Cost $26.77 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $7,881 Shares 51,098 Est. Cost $0.12 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $7,871 Shares 27,988 Est. Cost $89.59 Unrealized +183.7%
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $7,841 Shares 23,894 Est. Cost $61.89 Unrealized
XLF SELECT SECTOR SPDR TR 0.5%
Value ($000) $7,498 Shares 139,194 Est. Cost $22.49 Unrealized
EFV ISHARES TR 0.5%
Value ($000) $7,206 Shares 106,238 Est. Cost $3.19 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $7,175 Shares 25,641 Est. Cost $0.16 Unrealized
MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF 0.4%
Value ($000) $7,071 Shares 77,230 Est. Cost $57.48 Unrealized
MDYV SPDR SERIES TRUST S&P 400 MDCP VAL ETF 0.4%
Value ($000) $6,986 Shares 83,758 Est. Cost $53.14 Unrealized
XLU SELECT SECTOR SPDR TR 0.4%
Value ($000) $6,952 Shares 79,716 Est. Cost $81.66 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $6,945 Shares 136,078 Est. Cost $16.37 Unrealized
AGG ISHARES TR 0.4%
Value ($000) $6,904 Shares 68,863 Est. Cost $99.37 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $6,769 Shares 24,237 Est. Cost $53.62 Unrealized
TCAF T ROWE PRICE ETF INC 0.4%
Value ($000) $6,570 Shares 174,267 Est. Cost $22.44 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $6,543 Shares 47,016 Est. Cost $134.79 Unrealized
USFR WISDOMTREE TR 0.4%
Value ($000) $6,437 Shares 128,042 Est. Cost $31.61 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $6,272 Shares 25,751 Est. Cost $137.37 Unrealized +52.8%
FXO FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $6,238 Shares 105,030 Est. Cost $54.32 Unrealized
SPYG SPDR SER TR 0.4%
Value ($000) $6,233 Shares 59,641 Est. Cost $57.82 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $6,199 Shares 136,385 Est. Cost $42.38 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $6,157 Shares 78,873 Est. Cost $29.87 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $5,739 Shares 227,852 Est. Cost $24.76 Unrealized
QQXT FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $5,684 Shares 57,456 Est. Cost $98.80 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $5,342 Shares 47,375 Est. Cost $94.30 Unrealized +16.3%
OKE ONEOK INC NEW 0.3%
Value ($000) $5,330 Shares 73,039 Est. Cost $79.83 Unrealized -6.0%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $5,312 Shares 22,165 Est. Cost $217.75 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.3%
Value ($000) $4,800 Shares 86,159 Est. Cost $3.07 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $4,741 Shares 20,005 Est. Cost $235.19 Unrealized +6.9%
IAU ISHARES GOLD TR 0.3%
Value ($000) $4,651 Shares 63,913 Est. Cost $41.84 Unrealized
ITA ISHARES TR 0.3%
Value ($000) $4,644 Shares 22,193 Est. Cost $158.85 Unrealized
MBB ISHARES TR 0.3%
Value ($000) $4,605 Shares 48,401 Est. Cost $3.59 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $4,509 Shares 27,801 Est. Cost $86.82 Unrealized +90.3%
QQQM INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $4,473 Shares 18,099 Est. Cost $0.18 Unrealized
NUBD NUSHARES ETF TR 0.3%
Value ($000) $4,424 Shares 197,032 Est. Cost $19.89 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 0.3%
Value ($000) $4,384 Shares 131,185 Est. Cost $18.61 Unrealized
EFG ISHARES TR 0.3%
Value ($000) $4,364 Shares 38,322 Est. Cost $5.58 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $4,325 Shares 10,673 Est. Cost $329.81 Unrealized +18.0%
IEMG ISHARES INC 0.3%
Value ($000) $4,111 Shares 62,361 Est. Cost $16.78 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $4,060 Shares 19,828 Est. Cost $162.46 Unrealized +11.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $3,965 Shares 76,849 Est. Cost $32.53 Unrealized +48.6%
EMXC ISHARES INC 0.2%
Value ($000) $3,963 Shares 58,706 Est. Cost $2.04 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $3,864 Shares 15,066 Est. Cost $205.16 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $3,861 Shares 11,600 Est. Cost $272.43 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $3,841 Shares 33,544 Est. Cost $100.52 Unrealized +16.4%
CSCO CISCO SYS INC. 0.2%
Value ($000) $3,638 Shares 53,165 Est. Cost $50.45 Unrealized +33.5%
TLH ISHARES TR 0.2%
Value ($000) $3,563 Shares 34,595 Est. Cost $103.63 Unrealized
WINN HARBOR ETF TRUST 0.2%
Value ($000) $3,541 Shares 113,643 Est. Cost $30.23 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.2%
Value ($000) $3,497 Shares 94,991 Est. Cost $1.72 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $3,376 Shares 21,973 Est. Cost $145.19 Unrealized +6.7%
SHOP SHOPIFY INC 0.2%
Value ($000) $3,343 Shares 22,492 Est. Cost $135.57 Unrealized 0.0%
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $3,295 Shares 72,879 Est. Cost $42.27 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $3,266 Shares 14,700 Est. Cost $6.22 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $3,212 Shares 102,707 Est. Cost $23.16 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $3,187 Shares 38,021 Est. Cost $42.02 Unrealized +91.5%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $3,151 Shares 42,364 Est. Cost $70.03 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $3,141 Shares 16,535 Est. Cost $214.32 Unrealized -15.2%
INTC INTEL CORP 0.2%
Value ($000) $3,107 Shares 92,604 Est. Cost $24.93 Unrealized -2.8%
FRDM EA SER 0.2%
Value ($000) $3,104 Shares 70,059 Est. Cost $23.32 Unrealized
SPTL SPDR SER TR 0.2%
Value ($000) $3,064 Shares 113,710 Est. Cost $7.00 Unrealized
BINC BLACKROCK ETF TRUST II 0.2%
Value ($000) $3,001 Shares 56,370 Est. Cost $52.86 Unrealized
SPYV SPDR SER TR 0.2%
Value ($000) $2,941 Shares 53,154 Est. Cost $6.81 Unrealized
ETHA ISHARES ETHEREUM TR 0.2%
Value ($000) $2,837 Shares 90,032 Est. Cost $27.60 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $2,815 Shares 16,921 Est. Cost $123.19 Unrealized +27.6%
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,802 Shares 33,122 Est. Cost $88.82 Unrealized -0.3%
BOND PIMCO ETF TR 0.2%
Value ($000) $2,778 Shares 29,754 Est. Cost $92.18 Unrealized
AVLC AMERICAN CENTY ETF TR 0.2%
Value ($000) $2,749 Shares 35,926 Est. Cost $3.14 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $2,708 Shares 19,216 Est. Cost $22.52 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $2,604 Shares 39,905 Est. Cost $0.09 Unrealized
MDT MEDTRONIC PLC 0.2%
Value ($000) $2,581 Shares 27,097 Est. Cost $76.19 Unrealized +19.8%
NUDM NUSHARES ETF TR 0.2%
Value ($000) $2,571 Shares 68,338 Est. Cost $17.59 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $2,549 Shares 12,522 Est. Cost $0.15 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $2,540 Shares 31,493 Est. Cost $33.11 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $2,527 Shares 20,634 Est. Cost $91.28 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $2,523 Shares 34,338 Est. Cost $0.06 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $2,517 Shares 12,363 Est. Cost $188.92 Unrealized +1.3%
UNILEVER PLC 0.2%
Value ($000) $2,500 Shares 42,178 Est. Cost $38.68 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2,461 Shares 55,999 Est. Cost $37.13 Unrealized +14.5%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,427 Shares 88,892 Est. Cost $17.33 Unrealized
EMNT PIMCO ETF TR 0.1%
Value ($000) $2,330 Shares 23,561 Est. Cost $98.76 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $2,318 Shares 43,206 Est. Cost $1.38 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $2,307 Shares 13,790 Est. Cost $93.22 Unrealized +37.1%
CMCSA COMCAST CORP 0.1%
Value ($000) $2,276 Shares 72,423 Est. Cost $38.49 Unrealized -13.8%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,255 Shares 58,476 Est. Cost $0.04 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $2,254 Shares 16,046 Est. Cost $164.33 Unrealized -14.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,250 Shares 23,791 Est. Cost $97.43 Unrealized -4.3%
IHI ISHARES TR 0.1%
Value ($000) $2,246 Shares 37,390 Est. Cost $0.64 Unrealized
FAD FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $2,227 Shares 13,871 Est. Cost $147.02 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,217 Shares 11,955 Est. Cost $150.84 Unrealized +12.4%
IJR ISHARES TR 0.1%
Value ($000) $2,214 Shares 18,630 Est. Cost $36.62 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $2,209 Shares 32,442 Est. Cost $2.19 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $2,201 Shares 32,145 Est. Cost $13.44 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $2,187 Shares 107,136 Est. Cost $19.97 Unrealized +6.8%
QYLD GLOBAL X 0.1%
Value ($000) $2,160 Shares 126,979 Est. Cost $10.33 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $2,116 Shares 16,503 Est. Cost $62.65 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $2,116 Shares 15,803 Est. Cost $78.11 Unrealized +35.1%
AVGE AMERICAN CENTY ETF TR 0.1%
Value ($000) $2,052 Shares 24,598 Est. Cost $20.03 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $2,032 Shares 20,746 Est. Cost $70.31 Unrealized +33.0%
MUB ISHARES TR 0.1%
Value ($000) $1,960 Shares 18,406 Est. Cost $106.49 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,955 Shares 17,943 Est. Cost $43.55 Unrealized +132.7%
DFAX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,932 Shares 61,556 Est. Cost $29.37 Unrealized
FENI FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,929 Shares 54,674 Est. Cost $33.12 Unrealized
NUSC NUSHARES ETF TR 0.1%
Value ($000) $1,896 Shares 42,991 Est. Cost $20.53 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1,882 Shares 10,057 Est. Cost $184.06 Unrealized 0.0%
OMFL INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1,857 Shares 30,821 Est. Cost $14.51 Unrealized
LQDH ISHARES U S ETF TR 0.1%
Value ($000) $1,851 Shares 19,787 Est. Cost $60.95 Unrealized
AVIG AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,828 Shares 43,433 Est. Cost $12.24 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,818 Shares 10,863 Est. Cost $104.58 Unrealized +47.5%
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $1,737 Shares 24,472 Est. Cost $60.79 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,715 Shares 28,619 Est. Cost $1.06 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $1,707 Shares 26,949 Est. Cost $39.64 Unrealized +45.8%
FBND FIDELITY MERRIMACK STR TR 0.1%
Value ($000) $1,700 Shares 36,763 Est. Cost $45.92 Unrealized
FLQM FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $1,684 Shares 29,828 Est. Cost $53.40 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $1,646 Shares 13,556 Est. Cost $126.67 Unrealized +2.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,645 Shares 10,596 Est. Cost $137.00 Unrealized +11.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,643 Shares 13,277 Est. Cost $115.43 Unrealized +3.8%
QGRO AMERICAN CENTY ETF TR 0.1%
Value ($000) $1,620 Shares 14,159 Est. Cost $3.80 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $1,613 Shares 11,070 Est. Cost $101.39 Unrealized +27.0%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,596 Shares 50,015 Est. Cost $21.38 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,594 Shares 60,607 Est. Cost $24.47 Unrealized
SPSM SPDR SER TR 0.1%
Value ($000) $1,593 Shares 34,401 Est. Cost $28.87 Unrealized
EBAY EBAY INC. 0.1%
Value ($000) $1,577 Shares 17,341 Est. Cost $45.73 Unrealized +92.3%
MFC MANULIFE FINL CORP 0.1%
Value ($000) $1,525 Shares 48,954 Est. Cost $25.15 Unrealized +22.6%
VGSR MANAGER DIRECTED PORTFOLIOS 0.1%
Value ($000) $1,524 Shares 143,086 Est. Cost $0.01 Unrealized
NULG NUSHARES ETF TR 0.1%
Value ($000) $1,514 Shares 15,221 Est. Cost $30.91 Unrealized
BUCK SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $1,513 Shares 63,459 Est. Cost $23.64 Unrealized
T AT&T INC 0.1%
Value ($000) $1,510 Shares 53,480 Est. Cost $15.45 Unrealized +81.7%
HEFA ISHARES TR 0.1%
Value ($000) $1,507 Shares 38,039 Est. Cost $35.93 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value ($000) $1,500 Shares 26,229 Est. Cost $54.85 Unrealized
USMF WISDOMTREE TR 0.1%
Value ($000) $1,479 Shares 28,304 Est. Cost $0.04 Unrealized
BDYN BLACKROCK ETF TRUST 0.1%
Value ($000) $1,465 Shares 57,897 Est. Cost $25.31 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $1,438 Shares 31,107 Est. Cost $28.46 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,428 Shares 56,026 Est. Cost $27.20 Unrealized -11.3%
FV FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,419 Shares 22,917 Est. Cost $13.39 Unrealized
SPHY SPDR HIGH 0.1%
Value ($000) $1,415 Shares 59,096 Est. Cost $14.10 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $1,411 Shares 21,279 Est. Cost $56.41 Unrealized +20.4%
CRWV COREWEAVE INC 0.1%
Value ($000) $1,403 Shares 10,251 Est. Cost $118.31 Unrealized 0.0%
EUAD SPINNAKER ETF SERIES 0.1%
Value ($000) $1,393 Shares 29,650 Est. Cost $43.23 Unrealized
FNDF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,381 Shares 32,153 Est. Cost $21.24 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $1,378 Shares 27,127 Est. Cost $50.76 Unrealized
NLR VANECK ETF TRUST 0.1%
Value ($000) $1,368 Shares 10,087 Est. Cost $135.65 Unrealized
SHYM BLACKROCK ETF TRUST II 0.1%
Value ($000) $1,366 Shares 61,126 Est. Cost $22.34 Unrealized
PULS PGIM ETF TR 0.1%
Value ($000) $1,361 Shares 27,310 Est. Cost $13.44 Unrealized
VFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $1,346 Shares 35,881 Est. Cost $0.03 Unrealized
IBLC ISHARES TR 0.1%
Value ($000) $1,324 Shares 23,897 Est. Cost $11.52 Unrealized
GLDM WORLD GOLD TR 0.1%
Value ($000) $1,316 Shares 17,217 Est. Cost $38.53 Unrealized
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $1,315 Shares 53,221 Est. Cost $18.22 Unrealized 0.0%
ARKK ARK ETF TR 0.1%
Value ($000) $1,311 Shares 15,195 Est. Cost $0.04 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $1,292 Shares 12,830 Est. Cost $97.61 Unrealized
SHLD GLOBAL X FDS 0.1%
Value ($000) $1,265 Shares 18,011 Est. Cost $70.24 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $1,261 Shares 84,465 Est. Cost $14.55 Unrealized +19.8%
SNY SANOFI 0.1%
Value ($000) $1,242 Shares 26,324 Est. Cost $29.47 Unrealized
DJIA GLOBAL X FDS 0.1%
Value ($000) $1,218 Shares 55,739 Est. Cost $21.88 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $1,198 Shares 14,280 Est. Cost $102.23 Unrealized -20.8%
SO SOUTHERN CO 0.1%
Value ($000) $1,186 Shares 12,515 Est. Cost $88.17 Unrealized +4.6%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,185 Shares 11,959 Est. Cost $0.09 Unrealized
GDXJ VANECK ETF TRUST 0.1%
Value ($000) $1,182 Shares 11,939 Est. Cost $1.53 Unrealized
BDVL BLACKROCK ETF TRUST 0.1%
Value ($000) $1,171 Shares 46,826 Est. Cost $25.00 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,160 Shares 17,240 Est. Cost $17.91 Unrealized
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,159 Shares 19,401 Est. Cost $42.86 Unrealized +36.0%
IETC ISHARES U S ETF TR 0.1%
Value ($000) $1,147 Shares 11,252 Est. Cost $94.36 Unrealized
ONEQ FIDELITY COMWLTH TR 0.1%
Value ($000) $1,141 Shares 12,805 Est. Cost $89.13 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value ($000) $1,133 Shares 11,563 Est. Cost $97.28 Unrealized
AUSF GLOBAL X FDS 0.1%
Value ($000) $1,115 Shares 23,969 Est. Cost $46.51 Unrealized
RRR RED ROCK RESORTS INC 0.1%
Value ($000) $1,108 Shares 18,138 Est. Cost $40.32 Unrealized +45.9%
WTV WISDOMTREE TR 0.1%
Value ($000) $1,095 Shares 12,026 Est. Cost $91.01 Unrealized
EEMV ISHARES INC 0.1%
Value ($000) $1,089 Shares 17,068 Est. Cost $47.16 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.1%
Value ($000) $1,069 Shares 22,292 Est. Cost $47.75 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,065 Shares 17,779 Est. Cost $0.05 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $1,043 Shares 10,272 Est. Cost $61.15 Unrealized +53.9%
FEOE RBB FUND TRUST 0.1%
Value ($000) $1,035 Shares 22,448 Est. Cost $46.12 Unrealized
MAIN MAIN STR CAP CORP 0.1%
Value ($000) $1,034 Shares 16,265 Est. Cost $53.24 Unrealized +21.4%
GM GENERAL MTRS CO 0.1%
Value ($000) $1,033 Shares 16,945 Est. Cost $39.30 Unrealized +41.4%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $1,030 Shares 24,501 Est. Cost $36.43 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $1,003 Shares 22,575 Est. Cost $42.98 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $986 Shares 10,360 Est. Cost $90.59 Unrealized
RDIV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $969 Shares 18,599 Est. Cost $22.43 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $969 Shares 25,491 Est. Cost $30.17 Unrealized
IHAK ISHARES TR 0.1%
Value ($000) $966 Shares 18,462 Est. Cost $1.58 Unrealized
ANGL VANECK ETF TRUST 0.1%
Value ($000) $965 Shares 32,456 Est. Cost $14.60 Unrealized
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $960 Shares 22,841 Est. Cost $31.73 Unrealized
FLAX FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $957 Shares 33,132 Est. Cost $0.02 Unrealized
HYLB DBX ETF TR 0.1%
Value ($000) $955 Shares 25,747 Est. Cost $26.39 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $951 Shares 10,159 Est. Cost $16.79 Unrealized
CDX SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $942 Shares 41,112 Est. Cost $22.91 Unrealized
SPYI NEOS ETF TRUST 0.1%
Value ($000) $936 Shares 17,888 Est. Cost $50.76 Unrealized
JSI JANUS DETROIT STR TR 0.1%
Value ($000) $935 Shares 17,895 Est. Cost $52.27 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $935 Shares 13,278 Est. Cost $69.90 Unrealized 0.0%
EVRG EVERGY INC 0.1%
Value ($000) $909 Shares 11,953 Est. Cost $65.83 Unrealized +6.7%
IYH ISHARES TR 0.1%
Value ($000) $881 Shares 15,005 Est. Cost $5.12 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $875 Shares 10,407 Est. Cost $62.28 Unrealized +18.0%
PTLC PACER FDS TR 0.1%
Value ($000) $864 Shares 15,778 Est. Cost $0.04 Unrealized
SII SPROTT INC 0.1%
Value ($000) $861 Shares 10,350 Est. Cost $31.14 Unrealized +123.9%
DOCU DOCUSIGN INC 0.1%
Value ($000) $854 Shares 11,851 Est. Cost $86.07 Unrealized -10.5%
SFLO VICTORY PORTFOLIOS II 0.1%
Value ($000) $846 Shares 29,076 Est. Cost $0.65 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $844 Shares 15,589 Est. Cost $54.16 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $843 Shares 18,697 Est. Cost $45.51 Unrealized 0.0%
SIVR ABRDN SILVER ETF TRUST 0.1%
Value ($000) $838 Shares 18,834 Est. Cost $10.59 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $836 Shares 11,378 Est. Cost $69.09 Unrealized
XSMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $829 Shares 11,271 Est. Cost $68.22 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.1%
Value ($000) $824 Shares 12,671 Est. Cost $49.87 Unrealized
FLEX FLEX LTD 0.1%
Value ($000) $822 Shares 14,183 Est. Cost $39.10 Unrealized +35.9%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.1%
Value ($000) $817 Shares 12,340 Est. Cost $62.50 Unrealized
WTPI WISDOMTREE TR 0.1%
Value ($000) $805 Shares 24,193 Est. Cost $32.22 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value ($000) $794 Shares 118,439 Est. Cost $5.64 Unrealized
FXY INVESCO CURRENCYSHARES JAPAN 0.0%
Value ($000) $783 Shares 12,590 Est. Cost $0.06 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $782 Shares 13,109 Est. Cost $61.22 Unrealized
ETHO AMPLIFY ETF TR 0.0%
Value ($000) $774 Shares 12,150 Est. Cost $17.49 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $723 Shares 10,951 Est. Cost $36.91 Unrealized +66.4%
JPLD J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $713 Shares 13,584 Est. Cost $51.68 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $710 Shares 13,107 Est. Cost $0.04 Unrealized
TBLU TORTOISE CAPITAL SERIES TRUS 0.0%
Value ($000) $689 Shares 12,929 Est. Cost $53.29 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $654 Shares 16,676 Est. Cost $50.29 Unrealized -10.5%
EATON VANCE TAX-MANAGED BUY- 0.0%
Value ($000) $646 Shares 45,360 Est. Cost $13.46 Unrealized
OPFI OPPFI INC 0.0%
Value ($000) $643 Shares 56,773 Est. Cost $11.23 Unrealized 0.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $635 Shares 70,177 Est. Cost $8.44 Unrealized
FLOT ISHARES TR 0.0%
Value ($000) $625 Shares 12,231 Est. Cost $51.02 Unrealized
LQDA LIQUIDIA CORPORATION 0.0%
Value ($000) $624 Shares 27,454 Est. Cost $21.69 Unrealized 0.0%
AVMU AMERICAN CENTY ETF TR 0.0%
Value ($000) $620 Shares 13,593 Est. Cost $45.60 Unrealized
YOU CLEAR SECURE INC 0.0%
Value ($000) $619 Shares 18,543 Est. Cost $25.28 Unrealized +30.3%
BSEP INNOVATOR ETFS TRUST 0.0%
Value ($000) $588 Shares 12,186 Est. Cost $41.78 Unrealized
BEAM BEAM THERAPEUTICS INC 0.0%
Value ($000) $586 Shares 24,162 Est. Cost $19.89 Unrealized 0.0%
EATON VANCE TAX MNGED BUY WR 0.0%
Value ($000) $579 Shares 38,596 Est. Cost $13.98 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $578 Shares 13,643 Est. Cost $0.02 Unrealized
DBX DROPBOX INC 0.0%
Value ($000) $576 Shares 19,080 Est. Cost $28.31 Unrealized +1.0%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $560 Shares 12,224 Est. Cost $45.89 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $559 Shares 11,025 Est. Cost $49.82 Unrealized
ARTY ISHARES TR 0.0%
Value ($000) $557 Shares 12,156 Est. Cost $4.22 Unrealized
DIVI FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $554 Shares 14,855 Est. Cost $37.31 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $546 Shares 60,850 Est. Cost $0.01 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $544 Shares 11,232 Est. Cost $50.17 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $538 Shares 27,888 Est. Cost $16.98 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $532 Shares 22,425 Est. Cost $22.85 Unrealized
EVTR MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $528 Shares 10,262 Est. Cost $51.45 Unrealized
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $519 Shares 26,236 Est. Cost $19.49 Unrealized
XVV ISHARES TR 0.0%
Value ($000) $516 Shares 10,024 Est. Cost $0.03 Unrealized
SPYD SPDR SER TR 0.0%
Value ($000) $516 Shares 11,725 Est. Cost $0.04 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $515 Shares 57,428 Est. Cost $10.24 Unrealized
JHSC JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $511 Shares 12,217 Est. Cost $5.56 Unrealized
FCLD FIDELITY COVINGTON TRUST 0.0%
Value ($000) $507 Shares 17,360 Est. Cost $6.65 Unrealized
BLACKROCK ENHANCED EQUITY DI 0.0%
Value ($000) $502 Shares 55,089 Est. Cost $8.71 Unrealized
CART MAPLEBEAR INC 0.0%
Value ($000) $488 Shares 13,263 Est. Cost $34.72 Unrealized +32.6%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $481 Shares 16,986 Est. Cost $18.49 Unrealized +45.9%
ADVENT CONV & INCOME FD 0.0%
Value ($000) $470 Shares 36,752 Est. Cost $11.81 Unrealized
EATON VANCE TX ADV GLBL DIV 0.0%
Value ($000) $469 Shares 22,209 Est. Cost $19.37 Unrealized
EATON VANCE RISK-MANAGED DIV 0.0%
Value ($000) $456 Shares 50,686 Est. Cost $8.70 Unrealized
DX DYNEX CAP INC 0.0%
Value ($000) $455 Shares 37,059 Est. Cost $12.24 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $442 Shares 38,121 Est. Cost $11.13 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $438 Shares 20,874 Est. Cost $19.73 Unrealized
DDWM WISDOMTREE TR 0.0%
Value ($000) $429 Shares 10,266 Est. Cost $36.89 Unrealized
XTEAX TORTOISE SUSTAINABLE & SOCIA 0.0%
Value ($000) $429 Shares 36,475 Est. Cost $11.79 Unrealized
NUMV NUSHARES ETF TR 0.0%
Value ($000) $429 Shares 11,083 Est. Cost $25.69 Unrealized
SPAB SPDR SER TR 0.0%
Value ($000) $428 Shares 16,547 Est. Cost $25.10 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $428 Shares 37,543 Est. Cost $11.07 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $425 Shares 42,492 Est. Cost $9.84 Unrealized
COMB GRANITESHARES ETF TR 0.0%
Value ($000) $422 Shares 19,361 Est. Cost $0.02 Unrealized
HYEM VANECK ETF TRUST 0.0%
Value ($000) $417 Shares 20,812 Est. Cost $0.02 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $408 Shares 17,666 Est. Cost $2.62 Unrealized
NIO NIO INC 0.0%
Value ($000) $399 Shares 52,300 Est. Cost $7.62 Unrealized
PFFD GLOBAL X 0.0%
Value ($000) $393 Shares 20,248 Est. Cost $17.95 Unrealized
BLACKROCK MULTI SECTOR INC T 0.0%
Value ($000) $393 Shares 29,375 Est. Cost $14.60 Unrealized
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $376 Shares 54,382 Est. Cost $0.00 Unrealized
SILJ AMPLIFY ETF TR 0.0%
Value ($000) $359 Shares 15,559 Est. Cost $23.09 Unrealized
FELV FIDELITY COVINGTON TRUST 0.0%
Value ($000) $348 Shares 10,390 Est. Cost $33.53 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.0%
Value ($000) $331 Shares 13,626 Est. Cost $24.08 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value ($000) $331 Shares 11,100 Est. Cost $17.53 Unrealized 0.0%
INCM FRANKLIN TEMPLETON ETF TR 0.0%
Value ($000) $327 Shares 11,800 Est. Cost $27.16 Unrealized
ACHR ARCHER AVIATION INC 0.0%
Value ($000) $303 Shares 31,657 Est. Cost $9.36 Unrealized +5.7%
ARKX ARK ETF TR 0.0%
Value ($000) $297 Shares 10,387 Est. Cost $28.55 Unrealized
EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $287 Shares 11,435 Est. Cost $25.07 Unrealized
AFK VANECK ETF TRUST 0.0%
Value ($000) $281 Shares 11,536 Est. Cost $24.37 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $257 Shares 14,976 Est. Cost $1.74 Unrealized
TELFY TELEFONICA S A 0.0%
Value ($000) $251 Shares 49,327 Est. Cost $4.71 Unrealized
EATON VANCE ENHANCED EQUITY 0.0%
Value ($000) $242 Shares 10,100 Est. Cost $21.10 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $218 Shares 11,049 Est. Cost $0.02 Unrealized
PLTM GRANITESHARES PLATINUM TR 0.0%
Value ($000) $210 Shares 13,900 Est. Cost $15.11 Unrealized