McClarren Financial Advisors, Inc. Diversified Active

CIK: 0001842974 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 29, 2025

Total Value ($000): $36 (100.0% shares, 0.0% debt)

Holdings (193)

VUSB VANGUARD BD INDEX FDS 34.6%
Value ($000) $12 Shares 248,094 Est. Cost $1.12 Unrealized
ISTB ISHARES TR 7.8%
Value ($000) $3 Shares 58,355 Est. Cost $0.28 Unrealized
SPTM SPDR SER TR 3.9%
Value ($000) $1 Shares 19,569 Est. Cost $6.29 Unrealized
ESGU ISHARES TR 2.6%
Value ($000) $1 Shares 7,183 Est. Cost $12.17 Unrealized
VGT VANGUARD WORLD FD 2.6%
Value ($000) $1 Shares 1,475 Est. Cost $25.76 Unrealized
CATH GLOBAL X FDS 2.2%
Value ($000) $1 Shares 11,185 Est. Cost $2.60 Unrealized
GOOGL ALPHABET INC 1.9%
Value ($000) $1 Shares 3,554 Est. Cost $137.22 Unrealized +26.9%
DFSV DIMENSIONAL ETF TRUST 1.9%
Value ($000) $1 Shares 21,475 Est. Cost $0.33 Unrealized
SPDW SPDR INDEX SHS FDS 1.8%
Value ($000) $1 Shares 18,868 Est. Cost $1.42 Unrealized
SPYG SPDR SER TR 1.7%
Value ($000) $1 Shares 6,862 Est. Cost $11.81 Unrealized
SPSM SPDR SER TR 1.6%
Value ($000) $1 Shares 12,993 Est. Cost $4.42 Unrealized
SUSA ISHARES TR 1.5%
Value ($000) $1 Shares 4,343 Est. Cost $6.76 Unrealized
LLY ELI LILLY & CO 1.1%
Value ($000) $0 Shares 519 Est. Cost $821.14 Unrealized 0.0%
BLD TOPBUILD CORP 1.1%
Value ($000) $0 Shares 1,239 Est. Cost $404.66 Unrealized -9.4%
EFIV SPDR SER TR 1.1%
Value ($000) $0 Shares 6,758 Est. Cost $0.10 Unrealized
ESML ISHARES TR 1.1%
Value ($000) $0 Shares 8,990 Est. Cost $1.77 Unrealized
NUSC NUSHARES ETF TR 1.1%
Value ($000) $0 Shares 8,974 Est. Cost $1.65 Unrealized
NUMG NUSHARES ETF TR 1.0%
Value ($000) $0 Shares 7,241 Est. Cost $0.68 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $0 Shares 1,753 Est. Cost $123.76 Unrealized +41.9%
VPU VANGUARD WORLD FD 0.8%
Value ($000) $0 Shares 1,822 Est. Cost $92.41 Unrealized
INTU INTUIT 0.8%
Value ($000) $0 Shares 449 Est. Cost $634.69 Unrealized 0.0%
ORCL ORACLE CORP 0.7%
Value ($000) $0 Shares 1,599 Est. Cost $151.49 Unrealized +16.1%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $0 Shares 1,085 Est. Cost $133.66 Unrealized +70.6%
VGSH VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $0 Shares 4,394 Est. Cost $0.73 Unrealized
VHT VANGUARD WORLD FD 0.6%
Value ($000) $0 Shares 894 Est. Cost $74.06 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $0 Shares 2,220 Est. Cost $100.47 Unrealized -1.8%
IYJ ISHARES TR 0.6%
Value ($000) $0 Shares 1,628 Est. Cost $0.13 Unrealized
MCK MCKESSON CORP 0.6%
Value ($000) $0 Shares 373 Est. Cost $487.44 Unrealized +14.3%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $0 Shares 1,533 Est. Cost $508.23 Unrealized +8.8%
DFLV DIMENSIONAL ETF TRUST 0.6%
Value ($000) $0 Shares 7,055 Est. Cost $0.03 Unrealized
SGOV ISHARES TR 0.6%
Value ($000) $0 Shares 2,000 Est. Cost $0.10 Unrealized
VDE VANGUARD WORLD FD 0.6%
Value ($000) $0 Shares 1,636 Est. Cost $44.31 Unrealized
META META PLATFORMS INC 0.5%
Value ($000) $0 Shares 317 Est. Cost $433.58 Unrealized +34.9%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $0 Shares 350 Est. Cost $394.55 Unrealized +30.4%
VDC VANGUARD WORLD FD 0.5%
Value ($000) $0 Shares 850 Est. Cost $139.87 Unrealized
IWN ISHARES TR 0.5%
Value ($000) $0 Shares 1,051 Est. Cost $0.16 Unrealized
NUMV NUSHARES ETF TR 0.5%
Value ($000) $0 Shares 4,919 Est. Cost $0.22 Unrealized
PFF ISHARES TR 0.5%
Value ($000) $0 Shares 5,154 Est. Cost $0.03 Unrealized
HIW HIGHWOODS PPTYS INC 0.4%
Value ($000) $0 Shares 5,090 Est. Cost $0.03 Unrealized
CEG CONSTELLATION ENERGY CORP 0.4%
Value ($000) $0 Shares 680 Est. Cost $160.20 Unrealized +54.7%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $0 Shares 1,359 Est. Cost $101.93 Unrealized +10.2%
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $0 Shares 505 Est. Cost $276.08 Unrealized 0.0%
DFSU DIMENSIONAL ETF TRUST 0.4%
Value ($000) $0 Shares 4,584 Est. Cost $0.07 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $0 Shares 770 Est. Cost $155.61 Unrealized +14.0%
ESGD ISHARES TR 0.4%
Value ($000) $0 Shares 1,723 Est. Cost $2.87 Unrealized
SPMD SPDR SER TR 0.4%
Value ($000) $0 Shares 2,301 Est. Cost $4.17 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $0 Shares 347 Est. Cost $366.32 Unrealized 0.0%
YUM YUM BRANDS INC 0.3%
Value ($000) $0 Shares 898 Est. Cost $132.27 Unrealized 0.0%
ITA ISHARES TR 0.3%
Value ($000) $0 Shares 820 Est. Cost $0.15 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $0 Shares 510 Est. Cost $151.58 Unrealized +20.6%
IWC ISHARES TR 0.3%
Value ($000) $0 Shares 890 Est. Cost $0.13 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $0 Shares 1,287 Est. Cost $0.09 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $0 Shares 192 Est. Cost $0.27 Unrealized
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $0 Shares 2,885 Est. Cost $4.03 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.3%
Value ($000) $0 Shares 1,945 Est. Cost $0.00 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $0 Shares 1,721 Est. Cost $46.24 Unrealized +19.8%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $0 Shares 1,674 Est. Cost $52.58 Unrealized 0.0%
HDV ISHARES TR 0.3%
Value ($000) $0 Shares 830 Est. Cost $0.18 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $0 Shares 1,629 Est. Cost $51.72 Unrealized 0.0%
VFH VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 717 Est. Cost $5.43 Unrealized
POOL POOL CORP 0.2%
Value ($000) $0 Shares 230 Est. Cost $344.01 Unrealized +4.1%
IDXX IDEXX LABS INC 0.2%
Value ($000) $0 Shares 185 Est. Cost $450.86 Unrealized -2.7%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $0 Shares 431 Est. Cost $171.20 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value ($000) $0 Shares 186 Est. Cost $295.02 Unrealized +9.1%
IAU ISHARES GOLD TR 0.2%
Value ($000) $0 Shares 1,500 Est. Cost $0.05 Unrealized
XVV ISHARES TR 0.2%
Value ($000) $0 Shares 1,625 Est. Cost $0.04 Unrealized
VAW VANGUARD WORLD FD 0.2%
Value ($000) $0 Shares 387 Est. Cost $0.20 Unrealized
TXT TEXTRON INC 0.2%
Value ($000) $0 Shares 895 Est. Cost $83.66 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $0 Shares 302 Est. Cost $547.53 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $0 Shares 821 Est. Cost $0.08 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $0 Shares 335 Est. Cost $189.31 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.2%
Value ($000) $0 Shares 810 Est. Cost $74.11 Unrealized +8.8%
TRGP TARGA RES CORP 0.2%
Value ($000) $0 Shares 1,084 Est. Cost $133.99 Unrealized +30.7%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $0 Shares 2,239 Est. Cost $0.03 Unrealized
CVCO CAVCO INDS INC DEL 0.2%
Value ($000) $0 Shares 953 Est. Cost $459.24 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $0 Shares 615 Est. Cost $93.07 Unrealized 0.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $0 Shares 520 Est. Cost $79.69 Unrealized +22.1%
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 682 Est. Cost $73.94 Unrealized 0.0%
FNDA SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 1,778 Est. Cost $0.03 Unrealized
V VISA INC 0.1%
Value ($000) $0 Shares 164 Est. Cost $260.19 Unrealized +14.7%
PPL PPL CORP 0.1%
Value ($000) $0 Shares 1,582 Est. Cost $29.17 Unrealized +8.7%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $0 Shares 348 Est. Cost $142.02 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 755 Est. Cost $7.84 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $0 Shares 170 Est. Cost $290.22 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 414 Est. Cost $0.12 Unrealized
UGI UGI CORP NEW 0.1%
Value ($000) $0 Shares 1,700 Est. Cost $25.95 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $0 Shares 188 Est. Cost $41.07 Unrealized
FULT FULTON FINL CORP PA 0.1%
Value ($000) $0 Shares 2,316 Est. Cost $18.64 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $0 Shares 886 Est. Cost $34.75 Unrealized +36.5%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $0 Shares 1,036 Est. Cost $38.05 Unrealized +3.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $0 Shares 297 Est. Cost $120.54 Unrealized +23.5%
D DOMINION ENERGY INC 0.1%
Value ($000) $0 Shares 768 Est. Cost $53.57 Unrealized +0.9%
XCEM COLUMBIA ETF TR II 0.1%
Value ($000) $0 Shares 1,413 Est. Cost $0.53 Unrealized
FLAHERTY & CRUMRINE PFD INCO 0.1%
Value ($000) $0 Shares 3,510 Est. Cost $0.01 Unrealized
KR KROGER CO 0.1%
Value ($000) $0 Shares 649 Est. Cost $57.34 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 1,669 Est. Cost $0.02 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 1,509 Est. Cost $0.02 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $0 Shares 217 Est. Cost $162.46 Unrealized +8.5%
LAM RESEARCH CORP 0.1%
Value ($000) $0 Shares 486 Est. Cost $0.07 Unrealized
T AT&T INC 0.1%
Value ($000) $0 Shares 1,580 Est. Cost $21.51 Unrealized 0.0%
ICFI ICF INTL INC 0.1%
Value ($000) $0 Shares 570 Est. Cost $152.80 Unrealized -2.1%
MPB MID PENN BANCORP INC 0.1%
Value ($000) $0 Shares 1,163 Est. Cost $25.99 Unrealized +14.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $0 Shares 166 Est. Cost $166.73 Unrealized +26.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $0 Shares 275 Est. Cost $120.59 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $0 Shares 545 Est. Cost $63.61 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $0 Shares 170 Est. Cost $173.47 Unrealized +14.3%
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 2,149 Est. Cost $0.02 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $0 Shares 432 Est. Cost $66.67 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $0 Shares 436 Est. Cost $61.46 Unrealized +21.0%
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 972 Est. Cost $0.03 Unrealized
MMM 3M CO 0.1%
Value ($000) $0 Shares 225 Est. Cost $108.31 Unrealized +18.5%
HIGH INCOME SECS FD 0.1%
Value ($000) $0 Shares 4,508 Est. Cost $0.01 Unrealized
SNY SANOFI 0.1%
Value ($000) $0 Shares 600 Est. Cost $0.06 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $0 Shares 119 Est. Cost $168.92 Unrealized +30.1%
IEMG ISHARES INC 0.1%
Value ($000) $0 Shares 531 Est. Cost $14.43 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $0 Shares 731 Est. Cost $36.88 Unrealized +8.4%
CME CME GROUP INC 0.1%
Value ($000) $0 Shares 119 Est. Cost $180.40 Unrealized +21.8%
DRLL EA SERIES TRUST 0.1%
Value ($000) $0 Shares 986 Est. Cost $0.66 Unrealized
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $0 Shares 291 Est. Cost $78.60 Unrealized +24.8%
SLV ISHARES SILVER TR 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $0.03 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $0 Shares 1,275 Est. Cost $0.04 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $0 Shares 100 Est. Cost $265.60 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 1,103 Est. Cost $0.02 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 989 Est. Cost $0.03 Unrealized
NLR VANECK ETF TRUST 0.1%
Value ($000) $0 Shares 305 Est. Cost $0.14 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $0 Shares 414 Est. Cost $0.06 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $0 Shares 242 Est. Cost $34.24 Unrealized
ALLE ALLEGION PLC 0.1%
Value ($000) $0 Shares 172 Est. Cost $108.20 Unrealized +29.3%
BUG GLOBAL X FDS 0.1%
Value ($000) $0 Shares 703 Est. Cost $0.98 Unrealized
URA GLOBAL X FDS 0.1%
Value ($000) $0 Shares 813 Est. Cost $0.03 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $0 Shares 23 Est. Cost $771.83 Unrealized +19.5%
IYT ISHARES TR 0.1%
Value ($000) $0 Shares 314 Est. Cost $0.07 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $0 Shares 175 Est. Cost $0.09 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $0 Shares 748 Est. Cost $0.03 Unrealized
GLW CORNING INC 0.1%
Value ($000) $0 Shares 422 Est. Cost $46.35 Unrealized 0.0%
NOBL PROSHARES TR 0.1%
Value ($000) $0 Shares 182 Est. Cost $39.02 Unrealized
RRC RANGE RES CORP 0.1%
Value ($000) $0 Shares 503 Est. Cost $31.27 Unrealized +5.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $384.64 Unrealized +35.4%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $0 Shares 531 Est. Cost $33.12 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 276 Est. Cost $58.41 Unrealized +0.0%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $0 Shares 1,804 Est. Cost $0.05 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $0 Shares 43 Est. Cost $311.89 Unrealized 0.0%
CTRE CARETRUST REIT INC 0.0%
Value ($000) $0 Shares 538 Est. Cost $0.03 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $0 Shares 140 Est. Cost $108.95 Unrealized -2.7%
BLACKROCK INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $7.08 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 149 Est. Cost $80.50 Unrealized +4.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 91 Est. Cost $0.09 Unrealized
AGNG GLOBAL X FDS 0.0%
Value ($000) $0 Shares 368 Est. Cost $0.03 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 50 Est. Cost $243.95 Unrealized 0.0%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $0 Shares 105 Est. Cost $97.72 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $0 Shares 117 Est. Cost $77.72 Unrealized +26.5%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 80 Est. Cost $103.12 Unrealized +33.6%
SPYV SPDR SER TR 0.0%
Value ($000) $0 Shares 200 Est. Cost $0.05 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 77 Est. Cost $0.09 Unrealized
UNL UNITED STS 12 MONTH NAT GAS 0.0%
Value ($000) $0 Shares 1,180 Est. Cost $0.01 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $0 Shares 289 Est. Cost $30.03 Unrealized 0.0%
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 44 Est. Cost $0.20 Unrealized
IEFA ISHARES TR 0.0%
Value ($000) $0 Shares 122 Est. Cost $2.89 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $0 Shares 68 Est. Cost $140.88 Unrealized 0.0%
TRN TRINITY INDS INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $34.23 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 153 Est. Cost $42.60 Unrealized +21.5%
IHAK ISHARES TR 0.0%
Value ($000) $0 Shares 153 Est. Cost $0.08 Unrealized
MDU MDU RES GROUP INC 0.0%
Value ($000) $0 Shares 439 Est. Cost $16.91 Unrealized 0.0%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $0 Shares 560 Est. Cost $12.11 Unrealized -5.0%
PLNT PLANET FITNESS INC 0.0%
Value ($000) $0 Shares 78 Est. Cost $72.65 Unrealized +25.6%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 94 Est. Cost $60.41 Unrealized +14.8%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 55 Est. Cost $0.05 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 420 Est. Cost $10.55 Unrealized +10.3%
GME GAMESTOP CORP NEW 0.0%
Value ($000) $0 Shares 140 Est. Cost $22.36 Unrealized +14.7%
MAGA ETF SER SOLUTIONS 0.0%
Value ($000) $0 Shares 96 Est. Cost $0.06 Unrealized
HNST HONEST CO INC 0.0%
Value ($000) $0 Shares 641 Est. Cost $5.66 Unrealized 0.0%
XSD SPDR SER TR 0.0%
Value ($000) $0 Shares 17 Est. Cost $8.11 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $0 Shares 106 Est. Cost $36.74 Unrealized +15.2%
EFV ISHARES TR 0.0%
Value ($000) $0 Shares 59 Est. Cost $0.05 Unrealized
ALC ALCON AG 0.0%
Value ($000) $0 Shares 42 Est. Cost $78.91 Unrealized +13.9%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $0 Shares 191 Est. Cost $19.86 Unrealized +3.9%
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 90 Est. Cost $27.25 Unrealized +14.1%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 23 Est. Cost $0.01 Unrealized
VFC V F CORP 0.0%
Value ($000) $0 Shares 115 Est. Cost $20.37 Unrealized 0.0%
INSP INSPIRE MED SYS INC 0.0%
Value ($000) $0 Shares 16 Est. Cost $194.11 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $484.10 Unrealized +2.3%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 100 Est. Cost $23.40 Unrealized 0.0%
TAN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 17 Est. Cost $65.93 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 113 Est. Cost $20.82 Unrealized -24.4%
PINS PINTEREST INC 0.0%
Value ($000) $0 Shares 39 Est. Cost $24.04 Unrealized +30.7%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $78.16 Unrealized +34.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 4 Est. Cost $299.06 Unrealized +18.6%
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 16 Est. Cost $94.93 Unrealized +11.6%
ASML ASML HOLDING N V 0.0%
Value ($000) $0 Shares 2 Est. Cost $0.00 Unrealized
WDIV SPDR INDEX SHS FDS 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.03 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $397.26 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $281.95 Unrealized 0.0%
FCG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 58 Est. Cost $7.74 Unrealized