1620 INVESTMENT ADVISORS, INC. Diversified Active

CIK: 0001907281 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 7, 2025

Total Value ($000): $147,280 (100.0% shares, 0.0% debt)

Holdings (648)

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 3.1%
Value ($000) $4,585 Shares 135,304 Est. Cost $32.83 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 2.5%
Value ($000) $3,729 Shares 42,421 Est. Cost $73.92 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 2.3%
Value ($000) $3,419 Shares 35,447 Est. Cost $105.38 Unrealized
JPM JPMORGAN CHASE & CO. COM 2.1%
Value ($000) $3,122 Shares 9,897 Est. Cost $228.03 Unrealized +29.8%
TRI CONTL CORP COM 2.1%
Value ($000) $3,120 Shares 91,759 Est. Cost $25.93 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 2.1%
Value ($000) $3,095 Shares 105,545 Est. Cost $28.96 Unrealized
FRDM FREEDOM 100 EMERGING MARKETS ETF 1.9%
Value ($000) $2,823 Shares 63,700 Est. Cost $29.08 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1.7%
Value ($000) $2,563 Shares 48,334 Est. Cost $50.82 Unrealized
AAPL APPLE INC COM 1.7%
Value ($000) $2,459 Shares 9,657 Est. Cost $155.35 Unrealized +45.2%
TJX TJX COS INC NEW COM 1.6%
Value ($000) $2,399 Shares 16,600 Est. Cost $86.62 Unrealized +52.7%
SCHP SCHWAB US TIPS ETF 1.6%
Value ($000) $2,371 Shares 87,964 Est. Cost $36.64 Unrealized
MSFT MICROSOFT CORP COM 1.5%
Value ($000) $2,193 Shares 4,234 Est. Cost $323.06 Unrealized +57.5%
JSI JANUS HENDERSON SECURITIZED INCOME ETF 1.5%
Value ($000) $2,192 Shares 41,945 Est. Cost $52.00 Unrealized
RTX RTX CORPORATION COM 1.4%
Value ($000) $2,010 Shares 12,014 Est. Cost $118.27 Unrealized +30.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1.3%
Value ($000) $1,972 Shares 7,061 Est. Cost $104.44 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 1.2%
Value ($000) $1,835 Shares 17,184 Est. Cost $105.30 Unrealized
ABBV ABBVIE INC COM 1.2%
Value ($000) $1,744 Shares 7,530 Est. Cost $177.52 Unrealized +13.8%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 1.2%
Value ($000) $1,719 Shares 42,362 Est. Cost $39.44 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 1.2%
Value ($000) $1,704 Shares 7,218 Est. Cost $100.33 Unrealized +69.2%
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF 1.1%
Value ($000) $1,551 Shares 52,171 Est. Cost $28.71 Unrealized
JHPI JOHN HANCOCK PREFERRED INCOME ETF 0.9%
Value ($000) $1,369 Shares 59,087 Est. Cost $22.54 Unrealized
EPR EPR PPTYS COM SH BEN INT 0.9%
Value ($000) $1,326 Shares 22,853 Est. Cost $48.99 Unrealized
EMTL SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 0.9%
Value ($000) $1,273 Shares 29,005 Est. Cost $42.22 Unrealized
ITM VANECK INTERMEDIATE MUNI ETF 0.8%
Value ($000) $1,226 Shares 26,317 Est. Cost $46.10 Unrealized
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $1,223 Shares 7,876 Est. Cost $102.70 Unrealized +48.3%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 0.8%
Value ($000) $1,193 Shares 47,475 Est. Cost $26.34 Unrealized
MDT MEDTRONIC PLC SHS 0.8%
Value ($000) $1,184 Shares 12,434 Est. Cost $83.83 Unrealized +8.9%
NVS NOVARTIS AG SPONSORED ADR 0.8%
Value ($000) $1,162 Shares 9,064 Est. Cost $98.00 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $1,130 Shares 25,710 Est. Cost $39.43 Unrealized +7.8%
ETN EATON CORP PLC SHS 0.7%
Value ($000) $1,088 Shares 2,908 Est. Cost $347.11 Unrealized +4.7%
MPC MARATHON PETE CORP COM 0.7%
Value ($000) $1,078 Shares 5,593 Est. Cost $148.82 Unrealized +17.2%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.7%
Value ($000) $1,073 Shares 11,492 Est. Cost $90.48 Unrealized
SO SOUTHERN CO COM 0.7%
Value ($000) $1,066 Shares 11,252 Est. Cost $71.37 Unrealized +29.2%
PFE PFIZER INC COM 0.7%
Value ($000) $1,031 Shares 40,465 Est. Cost $23.84 Unrealized +1.3%
GLW CORNING INC COM 0.7%
Value ($000) $987 Shares 12,027 Est. Cost $33.51 Unrealized +93.9%
POWL POWELL INDS INC COM 0.7%
Value ($000) $982 Shares 3,221 Est. Cost $266.66 Unrealized -4.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.7%
Value ($000) $975 Shares 1,939 Est. Cost $390.43 Unrealized +24.1%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.6%
Value ($000) $940 Shares 5,492 Est. Cost $155.22 Unrealized
FHI FEDERATED HERMES INC CL B 0.6%
Value ($000) $912 Shares 17,569 Est. Cost $31.04 Unrealized +60.8%
MNRO MONRO INC COM 0.6%
Value ($000) $906 Shares 50,431 Est. Cost $15.59 Unrealized +5.3%
BX BLACKSTONE INC COM 0.6%
Value ($000) $889 Shares 5,202 Est. Cost $167.54 Unrealized +1.1%
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $883 Shares 3,130 Est. Cost $106.49 Unrealized +143.7%
HD HOME DEPOT INC COM 0.6%
Value ($000) $876 Shares 2,163 Est. Cost $343.58 Unrealized +13.3%
JCI JOHNSON CTLS INTL PLC SHS 0.6%
Value ($000) $872 Shares 7,931 Est. Cost $79.48 Unrealized +34.4%
ARCC ARES CAPITAL CORP COM 0.6%
Value ($000) $857 Shares 41,968 Est. Cost $19.41 Unrealized +9.9%
MOAT VANECK MORNINGSTAR WIDE MOAT ETF 0.6%
Value ($000) $842 Shares 8,491 Est. Cost $92.68 Unrealized
NTAP NETAPP INC COM 0.6%
Value ($000) $836 Shares 7,055 Est. Cost $118.08 Unrealized -6.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.6%
Value ($000) $826 Shares 18,310 Est. Cost $47.66 Unrealized -4.5%
LNC LINCOLN NATL CORP IND COM 0.6%
Value ($000) $816 Shares 20,226 Est. Cost $25.26 Unrealized +49.6%
WMT WALMART INC COM 0.6%
Value ($000) $814 Shares 7,895 Est. Cost $56.36 Unrealized +76.1%
TORTOISE ENERGY INFRA CORP COM 0.5%
Value ($000) $796 Shares 18,477 Est. Cost $42.00 Unrealized
AVGO BROADCOM INC COM 0.5%
Value ($000) $773 Shares 2,343 Est. Cost $182.87 Unrealized +67.2%
AZN ASTRAZENECA PLC SPONSORED ADR 0.5%
Value ($000) $766 Shares 9,988 Est. Cost $59.47 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.5%
Value ($000) $764 Shares 12,232 Est. Cost $56.69 Unrealized +11.8%
TFC TRUIST FINL CORP COM 0.5%
Value ($000) $763 Shares 16,679 Est. Cost $43.50 Unrealized +1.9%
KMI KINDER MORGAN INC DEL COM 0.5%
Value ($000) $762 Shares 26,902 Est. Cost $24.88 Unrealized +8.4%
RPM RPM INTL INC COM 0.5%
Value ($000) $756 Shares 6,416 Est. Cost $101.45 Unrealized +18.3%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $754 Shares 3,432 Est. Cost $135.39 Unrealized +67.2%
ORCL ORACLE CORP COM 0.5%
Value ($000) $747 Shares 2,656 Est. Cost $174.96 Unrealized +45.3%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $747 Shares 6,523 Est. Cost $136.74 Unrealized -14.4%
PEP PEPSICO INC COM 0.5%
Value ($000) $732 Shares 5,214 Est. Cost $150.57 Unrealized -6.7%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $718 Shares 6,467 Est. Cost $73.33 Unrealized +53.1%
TPR TAPESTRY INC COM 0.5%
Value ($000) $701 Shares 6,189 Est. Cost $41.01 Unrealized +153.6%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $684 Shares 2,813 Est. Cost $174.45 Unrealized +19.9%
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 0.5%
Value ($000) $679 Shares 14,743 Est. Cost $44.43 Unrealized
T AT&T INC COM 0.5%
Value ($000) $678 Shares 24,023 Est. Cost $21.51 Unrealized +30.5%
ADC AGREE RLTY CORP COM 0.5%
Value ($000) $672 Shares 9,464 Est. Cost $70.75 Unrealized
PGX INVESCO PREFERRED ETF 0.4%
Value ($000) $656 Shares 56,543 Est. Cost $11.53 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.4%
Value ($000) $653 Shares 2,340 Est. Cost $245.05 Unrealized +8.5%
INVH INVITATION HOMES INC COM 0.4%
Value ($000) $650 Shares 22,158 Est. Cost $31.80 Unrealized -5.0%
STWD STARWOOD PPTY TR INC COM 0.4%
Value ($000) $638 Shares 32,932 Est. Cost $18.96 Unrealized
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $615 Shares 5,452 Est. Cost $112.36 Unrealized -2.4%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $601 Shares 2,954 Est. Cost $173.11 Unrealized +10.6%
GD GENERAL DYNAMICS CORP COM 0.4%
Value ($000) $598 Shares 1,753 Est. Cost $267.01 Unrealized +17.5%
LEA LEAR CORP COM NEW 0.4%
Value ($000) $591 Shares 5,877 Est. Cost $92.84 Unrealized +10.5%
HTGC HERCULES CAPITAL INC COM 0.4%
Value ($000) $587 Shares 31,063 Est. Cost $16.96 Unrealized +13.0%
TFLR T. ROWE PRICE FLOATING RATE ETF 0.4%
Value ($000) $578 Shares 11,230 Est. Cost $51.43 Unrealized
LNG CHENIERE ENERGY INC COM NEW 0.4%
Value ($000) $576 Shares 2,452 Est. Cost $203.28 Unrealized +15.6%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.4%
Value ($000) $560 Shares 6,706 Est. Cost $69.38 Unrealized +19.2%
D DOMINION ENERGY INC COM 0.4%
Value ($000) $558 Shares 9,121 Est. Cost $54.07 Unrealized +7.8%
RL RALPH LAUREN CORP CL A 0.4%
Value ($000) $540 Shares 1,723 Est. Cost $95.39 Unrealized +210.6%
DRH DIAMONDROCK HOSPITALITY CO COM 0.4%
Value ($000) $540 Shares 67,823 Est. Cost $9.55 Unrealized
WMB WILLIAMS COS INC COM 0.4%
Value ($000) $522 Shares 8,244 Est. Cost $37.71 Unrealized +53.3%
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $516 Shares 2,782 Est. Cost $150.71 Unrealized +12.5%
GRMN GARMIN LTD SHS 0.3%
Value ($000) $513 Shares 2,085 Est. Cost $192.45 Unrealized +19.0%
RITM RITHM CAPITAL CORP COM NEW 0.3%
Value ($000) $511 Shares 44,846 Est. Cost $10.90 Unrealized
R RYDER SYS INC COM 0.3%
Value ($000) $503 Shares 2,668 Est. Cost $121.39 Unrealized +48.6%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $502 Shares 7,600 Est. Cost $55.92 Unrealized +9.8%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.3%
Value ($000) $466 Shares 19,117 Est. Cost $24.74 Unrealized
SHIFT4 PMTS INC 6 SER A CNV PREF 0.3%
Value ($000) $466 Shares 4,916 Est. Cost $94.87 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $463 Shares 3,726 Est. Cost $116.01 Unrealized +9.3%
PNW PINNACLE WEST CAP CORP COM 0.3%
Value ($000) $463 Shares 5,165 Est. Cost $70.99 Unrealized +25.1%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $460 Shares 197 Est. Cost $1947.25 Unrealized +23.3%
DD DUPONT DE NEMOURS INC COM 0.3%
Value ($000) $460 Shares 5,909 Est. Cost $33.33 Unrealized -6.6%
ABT ABBOTT LABS COM 0.3%
Value ($000) $460 Shares 3,432 Est. Cost $115.62 Unrealized +13.0%
VTRS VIATRIS INC COM 0.3%
Value ($000) $457 Shares 46,205 Est. Cost $9.59 Unrealized -0.2%
CUZ COUSINS PPTYS INC COM NEW 0.3%
Value ($000) $438 Shares 15,128 Est. Cost $34.63 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $434 Shares 15,880 Est. Cost $34.46 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC COM 0.3%
Value ($000) $429 Shares 13,964 Est. Cost $29.06 Unrealized -7.6%
GLPI GAMING & LEISURE PPTYS INC COM 0.3%
Value ($000) $425 Shares 9,121 Est. Cost $50.90 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.3%
Value ($000) $421 Shares 7,914 Est. Cost $27.03 Unrealized +82.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.3%
Value ($000) $417 Shares 13,350 Est. Cost $26.51 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.3%
Value ($000) $417 Shares 4,378 Est. Cost $99.46 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $415 Shares 5,694 Est. Cost $68.57 Unrealized +9.5%
PFFD GLOBAL X U.S. PREFERRED ETF 0.3%
Value ($000) $412 Shares 21,215 Est. Cost $19.30 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.3%
Value ($000) $407 Shares 2,139 Est. Cost $135.61 Unrealized +50.3%
SYY SYSCO CORP COM 0.3%
Value ($000) $404 Shares 4,904 Est. Cost $72.16 Unrealized +9.3%
ALEX ALEXANDER & BALDWIN INC NEW COM 0.3%
Value ($000) $397 Shares 21,850 Est. Cost $23.33 Unrealized
EMBD GLOBAL X EMERGING MARKETS BOND ETF 0.3%
Value ($000) $395 Shares 16,593 Est. Cost $22.72 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $389 Shares 2,887 Est. Cost $208.53 Unrealized -24.5%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $388 Shares 2,111 Est. Cost $167.56 Unrealized +15.4%
GLD SPDR GOLD SHARES 0.3%
Value ($000) $385 Shares 1,084 Est. Cost $264.60 Unrealized
NEWT NEWTEKONE INC COM NEW 0.3%
Value ($000) $385 Shares 33,587 Est. Cost $13.56 Unrealized -12.7%
MGA MAGNA INTL INC COM 0.3%
Value ($000) $380 Shares 8,017 Est. Cost $43.49 Unrealized +0.8%
MTN VAIL RESORTS INC COM 0.3%
Value ($000) $379 Shares 2,531 Est. Cost $155.39 Unrealized -0.1%
CAH CARDINAL HEALTH INC COM 0.3%
Value ($000) $371 Shares 2,363 Est. Cost $115.91 Unrealized +32.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.2%
Value ($000) $367 Shares 5,710 Est. Cost $68.48 Unrealized -2.3%
SKT TANGER INC COM 0.2%
Value ($000) $351 Shares 10,369 Est. Cost $18.85 Unrealized
APD AIR PRODS & CHEMS INC COM 0.2%
Value ($000) $340 Shares 1,245 Est. Cost $263.70 Unrealized +8.3%
TOTALENERGIES SE SPONSORED ADS 0.2%
Value ($000) $333 Shares 5,572 Est. Cost $66.30 Unrealized
HAS HASBRO INC COM 0.2%
Value ($000) $331 Shares 4,369 Est. Cost $61.36 Unrealized +24.6%
SMMD ISHARES RUSSELL 2500 ETF 0.2%
Value ($000) $331 Shares 4,485 Est. Cost $67.80 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $325 Shares 671 Est. Cost $580.03 Unrealized -19.9%
VFC V F CORP COM 0.2%
Value ($000) $316 Shares 21,903 Est. Cost $15.25 Unrealized -11.9%
BBY BEST BUY INC COM 0.2%
Value ($000) $302 Shares 3,989 Est. Cost $64.51 Unrealized +8.5%
BNS BANK NOVA SCOTIA HALIFAX COM 0.2%
Value ($000) $301 Shares 4,650 Est. Cost $45.88 Unrealized +28.5%
XRAY DENTSPLY SIRONA INC COM 0.2%
Value ($000) $298 Shares 23,468 Est. Cost $14.93 Unrealized -2.8%
MRVL MARVELL TECHNOLOGY INC COM 0.2%
Value ($000) $279 Shares 3,315 Est. Cost $86.86 Unrealized -15.4%
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.2%
Value ($000) $267 Shares 11,650 Est. Cost $22.48 Unrealized
IIPR INNOVATIVE INDL PPTYS INC COM 0.2%
Value ($000) $258 Shares 4,819 Est. Cost $66.64 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $256 Shares 576 Est. Cost $321.74 Unrealized +7.8%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $250 Shares 808 Est. Cost $236.41 Unrealized +27.0%
HQY HEALTHEQUITY INC COM 0.2%
Value ($000) $250 Shares 2,640 Est. Cost $93.82 Unrealized +0.3%
UTL UNITIL CORP COM 0.2%
Value ($000) $247 Shares 5,160 Est. Cost $49.18 Unrealized -0.7%
MU MICRON TECHNOLOGY INC COM 0.2%
Value ($000) $245 Shares 1,467 Est. Cost $119.05 Unrealized +7.4%
BKLN INVESCO SENIOR LOAN ETF 0.2%
Value ($000) $243 Shares 11,592 Est. Cost $21.07 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.2%
Value ($000) $236 Shares 9,656 Est. Cost $27.07 Unrealized
VLO VALERO ENERGY CORP COM 0.2%
Value ($000) $234 Shares 1,375 Est. Cost $83.85 Unrealized +76.3%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $234 Shares 2,819 Est. Cost $82.09 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.2%
Value ($000) $224 Shares 11,446 Est. Cost $20.71 Unrealized +5.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $220 Shares 3,212 Est. Cost $55.37 Unrealized +21.7%
GXO GXO LOGISTICS INCORPORATED COMMON STOCK 0.1%
Value ($000) $214 Shares 4,047 Est. Cost $50.81 Unrealized +1.2%
SAM BOSTON BEER INC CL A 0.1%
Value ($000) $212 Shares 1,004 Est. Cost $286.25 Unrealized -25.7%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $212 Shares 639 Est. Cost $228.19 Unrealized +38.7%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $209 Shares 977 Est. Cost $171.91 Unrealized +16.5%
MKSI MKS INC. COM 0.1%
Value ($000) $208 Shares 1,679 Est. Cost $111.40 Unrealized -4.6%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $206 Shares 2,736 Est. Cost $76.97 Unrealized -11.9%
HRB BLOCK H & R INC COM 0.1%
Value ($000) $202 Shares 3,986 Est. Cost $42.28 Unrealized +23.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $201 Shares 685 Est. Cost $219.20 Unrealized +35.9%
SCYB SCHWAB HIGH YIELD BOND ETF 0.1%
Value ($000) $200 Shares 7,500 Est. Cost $26.73 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $200 Shares 578 Est. Cost $404.38 Unrealized -26.1%
TFI SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.1%
Value ($000) $197 Shares 4,326 Est. Cost $45.62 Unrealized
CIEN CIENA CORP COM NEW 0.1%
Value ($000) $197 Shares 1,353 Est. Cost $47.82 Unrealized +113.0%
RNR RENAISSANCERE HLDGS LTD COM 0.1%
Value ($000) $196 Shares 770 Est. Cost $268.57 Unrealized -9.8%
LRCX LAM RESEARCH CORP COM NEW 0.1%
Value ($000) $194 Shares 1,452 Est. Cost $78.84 Unrealized +33.8%
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $194 Shares 1,042 Est. Cost $126.93 Unrealized +37.3%
MGNI MAGNITE INC COM 0.1%
Value ($000) $192 Shares 8,803 Est. Cost $14.75 Unrealized +60.1%
COHR COHERENT CORP COM 0.1%
Value ($000) $190 Shares 1,764 Est. Cost $99.68 Unrealized +0.0%
ENB ENBRIDGE INC COM 0.1%
Value ($000) $189 Shares 3,752 Est. Cost $39.60 Unrealized +16.5%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $187 Shares 2,023 Est. Cost $96.52 Unrealized -12.0%
FOUR SHIFT4 PMTS INC CL A 0.1%
Value ($000) $187 Shares 2,414 Est. Cost $99.06 Unrealized -6.2%
FLNG FLEX LNG LTD SHS 0.1%
Value ($000) $181 Shares 7,178 Est. Cost $20.60 Unrealized +14.7%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $181 Shares 2,693 Est. Cost $83.76 Unrealized -16.0%
LEN LENNAR CORP CL A 0.1%
Value ($000) $177 Shares 1,403 Est. Cost $146.88 Unrealized -15.9%
DKS DICKS SPORTING GOODS INC COM 0.1%
Value ($000) $176 Shares 794 Est. Cost $117.36 Unrealized +83.7%
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $176 Shares 1,792 Est. Cost $71.99 Unrealized +29.9%
MLR MILLER INDS INC TENN COM NEW 0.1%
Value ($000) $175 Shares 4,332 Est. Cost $28.69 Unrealized +45.5%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $174 Shares 2,207 Est. Cost $62.52 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.1%
Value ($000) $172 Shares 1,354 Est. Cost $99.43 Unrealized +29.0%
AMKR AMKOR TECHNOLOGY INC COM 0.1%
Value ($000) $169 Shares 5,963 Est. Cost $27.99 Unrealized -14.4%
V VISA INC COM CL A 0.1%
Value ($000) $169 Shares 496 Est. Cost $320.29 Unrealized +7.8%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $164 Shares 2,482 Est. Cost $79.36 Unrealized -9.1%
CGNX COGNEX CORP COM 0.1%
Value ($000) $161 Shares 3,564 Est. Cost $36.53 Unrealized +10.4%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.1%
Value ($000) $161 Shares 383 Est. Cost $367.24 Unrealized -8.4%
COCO VITA COCO CO INC COM 0.1%
Value ($000) $158 Shares 3,729 Est. Cost $33.31 Unrealized +11.3%
HXL HEXCEL CORP NEW COM 0.1%
Value ($000) $158 Shares 2,512 Est. Cost $66.14 Unrealized -7.2%
FDX FEDEX CORP COM 0.1%
Value ($000) $157 Shares 667 Est. Cost $271.54 Unrealized -15.9%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $157 Shares 639 Est. Cost $215.00 Unrealized +11.1%
COMP COMPASS INC CL A 0.1%
Value ($000) $154 Shares 19,131 Est. Cost $6.33 Unrealized +27.9%
TER TERADYNE INC COM 0.1%
Value ($000) $149 Shares 1,079 Est. Cost $123.69 Unrealized -11.8%
CELH CELSIUS HLDGS INC COM NEW 0.1%
Value ($000) $147 Shares 2,549 Est. Cost $27.71 Unrealized +88.7%
NXT NEXTRACKER INC CLASS A COM 0.1%
Value ($000) $146 Shares 1,975 Est. Cost $50.16 Unrealized +28.5%
KR KROGER CO COM 0.1%
Value ($000) $143 Shares 2,128 Est. Cost $52.03 Unrealized +32.8%
TGTX TG THERAPEUTICS INC COM 0.1%
Value ($000) $142 Shares 3,929 Est. Cost $28.70 Unrealized +14.8%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $140 Shares 683 Est. Cost $211.31 Unrealized -14.4%
ALGM ALLEGRO MICROSYSTEMS INC COM 0.1%
Value ($000) $140 Shares 4,782 Est. Cost $24.94 Unrealized +29.7%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $138 Shares 181 Est. Cost $795.34 Unrealized -6.7%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.1%
Value ($000) $138 Shares 1,551 Est. Cost $79.31 Unrealized +9.1%
FANG DIAMONDBACK ENERGY INC COM 0.1%
Value ($000) $137 Shares 960 Est. Cost $169.34 Unrealized -16.8%
FTS FORTIS INC COM 0.1%
Value ($000) $137 Shares 2,697 Est. Cost $38.78 Unrealized +25.2%
RRX REGAL REXNORD CORPORATION COM 0.1%
Value ($000) $135 Shares 944 Est. Cost $150.64 Unrealized -2.2%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $133 Shares 1,181 Est. Cost $82.62 Unrealized +30.9%
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $131 Shares 1,579 Est. Cost $107.62 Unrealized -22.2%
DOV DOVER CORP COM 0.1%
Value ($000) $130 Shares 781 Est. Cost $175.85 Unrealized +1.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $129 Shares 2,420 Est. Cost $42.59 Unrealized
BSET BASSETT FURNITURE INDS INC COM 0.1%
Value ($000) $128 Shares 8,200 Est. Cost $14.12 Unrealized +14.8%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.1%
Value ($000) $128 Shares 911 Est. Cost $123.68 Unrealized +9.5%
EPAM EPAM SYS INC COM 0.1%
Value ($000) $127 Shares 840 Est. Cost $193.94 Unrealized -15.3%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $125 Shares 882 Est. Cost $129.18 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $125 Shares 811 Est. Cost $157.20 Unrealized -1.5%
OKTA OKTA INC CL A 0.1%
Value ($000) $124 Shares 1,351 Est. Cost $100.96 Unrealized -7.5%
PINS PINTEREST INC CL A 0.1%
Value ($000) $122 Shares 3,803 Est. Cost $31.64 Unrealized +14.6%
FAST FASTENAL CO COM 0.1%
Value ($000) $122 Shares 2,481 Est. Cost $36.43 Unrealized +28.9%
GNRC GENERAC HLDGS INC COM 0.1%
Value ($000) $122 Shares 726 Est. Cost $136.26 Unrealized +28.6%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $120 Shares 241 Est. Cost $425.89 Unrealized +5.2%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $120 Shares 914 Est. Cost $107.47 Unrealized +26.1%
EBC EASTERN BANKSHARES INC COM 0.1%
Value ($000) $119 Shares 6,549 Est. Cost $15.40 Unrealized +5.8%
CRM SALESFORCE INC COM 0.1%
Value ($000) $118 Shares 498 Est. Cost $265.73 Unrealized -5.4%
CPRT COPART INC COM 0.1%
Value ($000) $117 Shares 2,607 Est. Cost $54.67 Unrealized -13.8%
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF 0.1%
Value ($000) $116 Shares 5,047 Est. Cost $32.54 Unrealized
UMBF UMB FINL CORP COM 0.1%
Value ($000) $116 Shares 978 Est. Cost $114.88 Unrealized +0.3%
HDSN HUDSON TECHNOLOGIES INC COM 0.1%
Value ($000) $114 Shares 11,486 Est. Cost $4.80 Unrealized +95.4%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $114 Shares 1,043 Est. Cost $75.52 Unrealized +34.2%
ADBE ADOBE INC COM 0.1%
Value ($000) $113 Shares 320 Est. Cost $389.39 Unrealized -7.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $113 Shares 379 Est. Cost $341.59 Unrealized -6.5%
ETR ENTERGY CORP NEW COM 0.1%
Value ($000) $112 Shares 1,200 Est. Cost $69.96 Unrealized +24.5%
TCMD TACTILE SYS TECHNOLOGY INC COM 0.1%
Value ($000) $112 Shares 8,078 Est. Cost $15.28 Unrealized -21.2%
BXP BXP INC COM 0.1%
Value ($000) $111 Shares 1,492 Est. Cost $56.22 Unrealized +23.1%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value ($000) $110 Shares 1,785 Est. Cost $70.25 Unrealized -3.4%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $108 Shares 220 Est. Cost $526.39 Unrealized -3.1%
TWLO TWILIO INC CL A 0.1%
Value ($000) $108 Shares 1,079 Est. Cost $91.39 Unrealized +23.2%
GRC GORMAN RUPP CO COM 0.1%
Value ($000) $108 Shares 2,318 Est. Cost $41.48 Unrealized 0.0%
TARS TARSUS PHARMACEUTICALS INC COM 0.1%
Value ($000) $108 Shares 1,810 Est. Cost $45.00 Unrealized +9.4%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $107 Shares 1,138 Est. Cost $121.07 Unrealized -20.7%
POWI POWER INTEGRATIONS INC COM 0.1%
Value ($000) $107 Shares 2,668 Est. Cost $47.82 Unrealized 0.0%
GFS GLOBALFOUNDRIES INC ORDINARY SHARES 0.1%
Value ($000) $107 Shares 2,984 Est. Cost $35.68 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $105 Shares 350 Est. Cost $177.15 Unrealized +53.9%
TOWN TOWNEBANK PORTSMOUTH VA COM 0.1%
Value ($000) $105 Shares 3,032 Est. Cost $33.39 Unrealized +7.3%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $105 Shares 1,407 Est. Cost $76.42 Unrealized -0.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $103 Shares 86 Est. Cost $77.12 Unrealized +58.3%
NTGR NETGEAR INC COM 0.1%
Value ($000) $102 Shares 3,144 Est. Cost $26.86 Unrealized +1.7%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $100 Shares 287 Est. Cost $262.45 Unrealized +30.9%
PDFS PDF SOLUTIONS INC COM 0.1%
Value ($000) $100 Shares 3,870 Est. Cost $24.54 Unrealized -11.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $99 Shares 610 Est. Cost $152.76 Unrealized +5.6%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $98 Shares 1,170 Est. Cost $80.47 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC COM 0.1%
Value ($000) $98 Shares 733 Est. Cost $100.32 Unrealized +27.0%
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value ($000) $98 Shares 1,510 Est. Cost $66.52 Unrealized -3.8%
QTWO Q2 HLDGS INC COM 0.1%
Value ($000) $98 Shares 1,349 Est. Cost $94.75 Unrealized -13.3%
IDA IDACORP INC COM 0.1%
Value ($000) $97 Shares 735 Est. Cost $94.98 Unrealized +30.4%
TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 0.1%
Value ($000) $96 Shares 1,931 Est. Cost $49.67 Unrealized
AZZ AZZ INC COM 0.1%
Value ($000) $96 Shares 878 Est. Cost $77.43 Unrealized +42.8%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.1%
Value ($000) $96 Shares 800 Est. Cost $115.79 Unrealized
PSMT PRICESMART INC COM 0.1%
Value ($000) $94 Shares 779 Est. Cost $81.00 Unrealized +35.5%
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR 0.1%
Value ($000) $92 Shares 3,109 Est. Cost $18.09 Unrealized
VVV VALVOLINE INC COM 0.1%
Value ($000) $91 Shares 2,539 Est. Cost $40.15 Unrealized -4.9%
TOST TOAST INC CL A 0.1%
Value ($000) $90 Shares 2,466 Est. Cost $31.31 Unrealized +38.7%
ITIC INVESTORS TITLE CO NC COM 0.1%
Value ($000) $89 Shares 333 Est. Cost $224.35 Unrealized +3.6%
TTD THE TRADE DESK INC COM CL A 0.1%
Value ($000) $88 Shares 1,803 Est. Cost $98.21 Unrealized -35.4%
NOW SERVICENOW INC COM 0.1%
Value ($000) $88 Shares 95 Est. Cost $187.12 Unrealized -0.2%
IDCC INTERDIGITAL INC COM 0.1%
Value ($000) $86 Shares 249 Est. Cost $106.87 Unrealized +154.2%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $85 Shares 3,315 Est. Cost $32.35 Unrealized -4.8%
CRUS CIRRUS LOGIC INC COM 0.1%
Value ($000) $83 Shares 665 Est. Cost $105.77 Unrealized +5.3%
META META PLATFORMS INC CL A 0.1%
Value ($000) $83 Shares 113 Est. Cost $587.18 Unrealized +26.6%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $81 Shares 163 Est. Cost $533.24 Unrealized -0.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $81 Shares 1,011 Est. Cost $90.21 Unrealized -6.2%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $79 Shares 2,302 Est. Cost $45.67 Unrealized -24.8%
MTB M & T BK CORP COM 0.1%
Value ($000) $79 Shares 400 Est. Cost $138.95 Unrealized +39.4%
AMGN AMGEN INC COM 0.1%
Value ($000) $78 Shares 278 Est. Cost $279.32 Unrealized +2.6%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $77 Shares 317 Est. Cost $175.44 Unrealized +19.7%
BOOT BOOT BARN HLDGS INC COM 0.1%
Value ($000) $77 Shares 465 Est. Cost $113.46 Unrealized +51.9%
CNK CINEMARK HLDGS INC COM 0.1%
Value ($000) $74 Shares 2,642 Est. Cost $30.55 Unrealized -10.1%
INTC INTEL CORP COM 0.0%
Value ($000) $72 Shares 2,133 Est. Cost $31.64 Unrealized -23.4%
MRK MERCK & CO INC COM 0.0%
Value ($000) $71 Shares 842 Est. Cost $98.70 Unrealized -17.9%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $70 Shares 115 Est. Cost $524.41 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $70 Shares 178 Est. Cost $463.60 Unrealized -9.9%
JMUB JPMORGAN MUNICIPAL ETF 0.0%
Value ($000) $69 Shares 1,377 Est. Cost $50.04 Unrealized
MRGR PROSHARES MERGER ETF 0.0%
Value ($000) $69 Shares 1,594 Est. Cost $41.69 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $69 Shares 358 Est. Cost $208.95 Unrealized -2.1%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $67 Shares 939 Est. Cost $60.06 Unrealized +20.0%
OGS ONE GAS INC COM 0.0%
Value ($000) $67 Shares 823 Est. Cost $72.98 Unrealized +2.6%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $66 Shares 480 Est. Cost $120.50 Unrealized +8.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $66 Shares 827 Est. Cost $78.01 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 0.0%
Value ($000) $64 Shares 2,174 Est. Cost $25.30 Unrealized
PODD INSULET CORP COM 0.0%
Value ($000) $63 Shares 204 Est. Cost $251.84 Unrealized +24.4%
AX AXOS FINANCIAL INC COM 0.0%
Value ($000) $62 Shares 737 Est. Cost $54.39 Unrealized +60.2%
FWRG FIRST WATCH RESTAURANT GROUP I COM 0.0%
Value ($000) $60 Shares 3,859 Est. Cost $16.80 Unrealized +3.8%
STT STATE STR CORP COM 0.0%
Value ($000) $60 Shares 519 Est. Cost $70.53 Unrealized +56.1%
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $60 Shares 1,179 Est. Cost $50.82 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $58 Shares 74 Est. Cost $897.54 Unrealized -13.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $58 Shares 686 Est. Cost $89.21 Unrealized -0.7%
BLFS BIOLIFE SOLUTIONS INC COM NEW 0.0%
Value ($000) $58 Shares 2,266 Est. Cost $24.88 Unrealized -4.7%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $56 Shares 148 Est. Cost $308.67 Unrealized
MTX MINERALS TECHNOLOGIES INC COM 0.0%
Value ($000) $55 Shares 879 Est. Cost $77.87 Unrealized -22.0%
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS 0.0%
Value ($000) $54 Shares 2,460 Est. Cost $25.88 Unrealized 0.0%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $54 Shares 551 Est. Cost $78.46 Unrealized
ESS ESSEX PPTY TR INC COM 0.0%
Value ($000) $54 Shares 200 Est. Cost $241.02 Unrealized +10.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $52 Shares 6,721 Est. Cost $7.25 Unrealized +7.7%
GEV GE VERNOVA INC COM 0.0%
Value ($000) $52 Shares 84 Est. Cost $311.89 Unrealized +94.1%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $52 Shares 708 Est. Cost $43.93 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $50 Shares 330 Est. Cost $133.30 Unrealized +9.6%
KO COCA COLA CO COM 0.0%
Value ($000) $50 Shares 755 Est. Cost $59.07 Unrealized +15.0%
NUVEEN MASSACHUSETS QLT MUN FD COM 0.0%
Value ($000) $50 Shares 4,252 Est. Cost $11.73 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $49 Shares 46 Est. Cost $734.49 Unrealized +26.7%
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.0%
Value ($000) $49 Shares 430 Est. Cost $106.52 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $49 Shares 1,163 Est. Cost $52.46 Unrealized -12.3%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $48 Shares 1,028 Est. Cost $45.34 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $48 Shares 2,793 Est. Cost $16.36 Unrealized -1.6%
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $47 Shares 643 Est. Cost $64.59 Unrealized +8.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $47 Shares 95 Est. Cost $343.67 Unrealized +32.3%
SHO SUNSTONE HOTEL INVS INC NEW COM 0.0%
Value ($000) $46 Shares 4,957 Est. Cost $10.54 Unrealized
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $44 Shares 1,126 Est. Cost $28.73 Unrealized +27.1%
UNM UNUM GROUP COM 0.0%
Value ($000) $44 Shares 571 Est. Cost $52.11 Unrealized +43.8%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $44 Shares 1,400 Est. Cost $31.62 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $44 Shares 397 Est. Cost $107.12 Unrealized
IAC IAC INC COM NEW 0.0%
Value ($000) $44 Shares 1,295 Est. Cost $39.97 Unrealized -6.7%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $44 Shares 66 Est. Cost $572.45 Unrealized
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value ($000) $44 Shares 3,428 Est. Cost $14.49 Unrealized -5.4%
O REALTY INCOME CORP COM 0.0%
Value ($000) $44 Shares 720 Est. Cost $48.64 Unrealized +17.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $44 Shares 353 Est. Cost $108.79 Unrealized +10.1%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $44 Shares 800 Est. Cost $45.56 Unrealized +10.2%
CHWY CHEWY INC CL A 0.0%
Value ($000) $43 Shares 1,071 Est. Cost $19.04 Unrealized +102.5%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $43 Shares 205 Est. Cost $183.79 Unrealized +12.7%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $43 Shares 90 Est. Cost $242.25 Unrealized +75.6%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $43 Shares 216 Est. Cost $250.27 Unrealized -20.7%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $43 Shares 1,054 Est. Cost $36.96 Unrealized
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $42 Shares 232 Est. Cost $125.66 Unrealized +35.2%
BJRI BJS RESTAURANTS INC COM 0.0%
Value ($000) $42 Shares 1,368 Est. Cost $35.44 Unrealized +0.7%
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $41 Shares 685 Est. Cost $36.86 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $41 Shares 136 Est. Cost $226.37 Unrealized +21.9%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $40 Shares 1,399 Est. Cost $23.40 Unrealized +29.0%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $40 Shares 284 Est. Cost $123.07 Unrealized
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $40 Shares 2,089 Est. Cost $20.16 Unrealized -13.4%
CODI COMPASS DIVERSIFIED SH BEN INT 0.0%
Value ($000) $39 Shares 5,925 Est. Cost $21.81 Unrealized -68.4%
WWW WOLVERINE WORLD WIDE INC COM 0.0%
Value ($000) $37 Shares 1,345 Est. Cost $15.01 Unrealized +73.8%
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $36 Shares 702 Est. Cost $51.91 Unrealized
VITL VITAL FARMS INC COM 0.0%
Value ($000) $36 Shares 863 Est. Cost $35.56 Unrealized +22.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $35 Shares 107 Est. Cost $268.38 Unrealized
AGI ALAMOS GOLD INC NEW COM CL A 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $28.59 Unrealized 0.0%
HYBB ISHARES BB RATED CORPORATE BOND ETF 0.0%
Value ($000) $35 Shares 730 Est. Cost $47.31 Unrealized
CBT CABOT CORP COM 0.0%
Value ($000) $34 Shares 451 Est. Cost $93.58 Unrealized -17.5%
AMCOR PLC ORD 0.0%
Value ($000) $34 Shares 4,121 Est. Cost $9.15 Unrealized -2.0%
INVX INNOVEX INTERNATIONAL INC COM 0.0%
Value ($000) $34 Shares 1,807 Est. Cost $15.85 Unrealized +5.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $33 Shares 500 Est. Cost $69.77 Unrealized -1.0%
FLXS FLEXSTEEL INDS INC COM 0.0%
Value ($000) $33 Shares 721 Est. Cost $32.61 Unrealized +26.0%
HEIDRICK & STRUGGLES INTL INC COM 0.0%
Value ($000) $33 Shares 670 Est. Cost $31.58 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $33 Shares 254 Est. Cost $85.32 Unrealized +38.3%
OFG OFG BANCORP COM 0.0%
Value ($000) $33 Shares 760 Est. Cost $43.07 Unrealized +1.8%
BTCO INVESCO GALAXY BITCOIN ETF 0.0%
Value ($000) $32 Shares 285 Est. Cost $93.31 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $32 Shares 545 Est. Cost $59.28 Unrealized
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $32 Shares 1,165 Est. Cost $26.15 Unrealized
ETHE GRAYSCALE ETHEREUM TRUST ETF 0.0%
Value ($000) $32 Shares 925 Est. Cost $31.40 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $31 Shares 475 Est. Cost $61.49 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $31 Shares 850 Est. Cost $25.09 Unrealized +58.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $30 Shares 333 Est. Cost $84.24 Unrealized
PGNY PROGYNY INC COM 0.0%
Value ($000) $30 Shares 1,398 Est. Cost $15.52 Unrealized +46.4%
HTH HILLTOP HOLDINGS INC COM 0.0%
Value ($000) $30 Shares 899 Est. Cost $30.39 Unrealized +7.2%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $30 Shares 185 Est. Cost $214.94 Unrealized -20.6%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $30 Shares 305 Est. Cost $95.47 Unrealized
SHM SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value ($000) $29 Shares 600 Est. Cost $47.39 Unrealized
LIN LINDE PLC SHS 0.0%
Value ($000) $29 Shares 61 Est. Cost $450.19 Unrealized +4.5%
IRMD IRADIMED CORP COM 0.0%
Value ($000) $29 Shares 402 Est. Cost $51.73 Unrealized +27.7%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $29 Shares 1,108 Est. Cost $18.63 Unrealized +33.4%
WIX WIX COM LTD SHS 0.0%
Value ($000) $28 Shares 159 Est. Cost $159.86 Unrealized -5.9%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $28 Shares 591 Est. Cost $48.16 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $28 Shares 510 Est. Cost $51.68 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $27 Shares 458 Est. Cost $73.60 Unrealized -8.1%
XYZ BLOCK INC CL A 0.0%
Value ($000) $27 Shares 370 Est. Cost $81.94 Unrealized -8.7%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $26 Shares 848 Est. Cost $30.73 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $26 Shares 130 Est. Cost $184.19 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $26 Shares 253 Est. Cost $65.38 Unrealized +44.0%
TEX TEREX CORP NEW COM 0.0%
Value ($000) $26 Shares 498 Est. Cost $59.32 Unrealized -14.1%
LNTH LANTHEUS HLDGS INC COM 0.0%
Value ($000) $25 Shares 497 Est. Cost $97.35 Unrealized -35.8%
PCRX PACIRA BIOSCIENCES INC COM 0.0%
Value ($000) $25 Shares 977 Est. Cost $23.60 Unrealized +4.1%
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $25 Shares 52 Est. Cost $333.15 Unrealized
CNMD CONMED CORP COM 0.0%
Value ($000) $25 Shares 533 Est. Cost $71.59 Unrealized -27.8%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $24 Shares 447 Est. Cost $82.28 Unrealized -30.5%
MET METLIFE INC COM 0.0%
Value ($000) $24 Shares 292 Est. Cost $80.65 Unrealized -3.4%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value ($000) $24 Shares 520 Est. Cost $35.48 Unrealized
NYLI CBRE GBL INFR MEGTRNDS TR COM 0.0%
Value ($000) $23 Shares 1,600 Est. Cost $14.68 Unrealized
EEFT EURONET WORLDWIDE INC COM 0.0%
Value ($000) $23 Shares 264 Est. Cost $106.50 Unrealized -10.0%
IVLU ISHARES MSCI INTL VALUE FACTOR ETF 0.0%
Value ($000) $23 Shares 649 Est. Cost $27.11 Unrealized
OMCL OMNICELL COM COM 0.0%
Value ($000) $23 Shares 746 Est. Cost $44.55 Unrealized -31.0%
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $22 Shares 1,300 Est. Cost $8.21 Unrealized +50.0%
SPIP SPDR PORTFOLIO TIPS ETF 0.0%
Value ($000) $22 Shares 850 Est. Cost $25.31 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $22 Shares 1,350 Est. Cost $21.09 Unrealized -17.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $22 Shares 100 Est. Cost $182.55 Unrealized
PCOR PROCORE TECHNOLOGIES INC COM 0.0%
Value ($000) $21 Shares 293 Est. Cost $70.94 Unrealized -1.6%
AA ALCOA CORP COM 0.0%
Value ($000) $21 Shares 645 Est. Cost $40.99 Unrealized -24.5%
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 0.0%
Value ($000) $21 Shares 813 Est. Cost $24.99 Unrealized
HBB HAMILTON BEACH BRANDS HLDG CO COM CL A 0.0%
Value ($000) $21 Shares 1,454 Est. Cost $22.39 Unrealized -31.2%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value ($000) $21 Shares 147 Est. Cost $118.60 Unrealized
LKQ LKQ CORP COM 0.0%
Value ($000) $21 Shares 675 Est. Cost $41.93 Unrealized -22.8%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $21 Shares 360 Est. Cost $57.41 Unrealized
LIBERTY ALL-STAR GROWTH FD INC COM 0.0%
Value ($000) $20 Shares 3,680 Est. Cost $5.55 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $20 Shares 421 Est. Cost $37.87 Unrealized +22.4%
AER AERCAP HOLDINGS NV SHS 0.0%
Value ($000) $20 Shares 167 Est. Cost $116.62 Unrealized 0.0%
GSHD GOOSEHEAD INS INC COM CL A 0.0%
Value ($000) $20 Shares 271 Est. Cost $109.18 Unrealized -19.3%
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $20 Shares 140 Est. Cost $175.37 Unrealized -17.6%
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $20 Shares 154 Est. Cost $120.34 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $19 Shares 46 Est. Cost $322.33 Unrealized +32.4%
KALV KALVISTA PHARMACEUTICALS INC COM 0.0%
Value ($000) $19 Shares 1,590 Est. Cost $11.67 Unrealized +18.4%
IYM ISHARES U.S. BASIC MATERIALS ETF 0.0%
Value ($000) $19 Shares 130 Est. Cost $140.01 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $19 Shares 386 Est. Cost $42.43 Unrealized +31.1%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $19 Shares 20 Est. Cost $929.06 Unrealized +7.7%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $19 Shares 700 Est. Cost $27.13 Unrealized
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $19 Shares 2,707 Est. Cost $7.03 Unrealized -1.1%
ALGT ALLEGIANT TRAVEL CO COM 0.0%
Value ($000) $19 Shares 306 Est. Cost $72.90 Unrealized -21.3%
FIXT TCW CORE PLUS BOND ETF 0.0%
Value ($000) $18 Shares 471 Est. Cost $38.20 Unrealized
AMPH AMPHASTAR PHARMACEUTICALS INC COM 0.0%
Value ($000) $18 Shares 682 Est. Cost $45.73 Unrealized -43.5%
OUT OUTFRONT MEDIA INC COM NEW 0.0%
Value ($000) $18 Shares 990 Est. Cost $18.32 Unrealized
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $18 Shares 346 Est. Cost $63.06 Unrealized +0.3%
SMOT VANECK MORNINGSTAR SMID MOAT ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $34.54 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $17 Shares 256 Est. Cost $66.26 Unrealized +8.4%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $17 Shares 208 Est. Cost $113.35 Unrealized -32.4%
SYNA SYNAPTICS INC COM 0.0%
Value ($000) $16 Shares 240 Est. Cost $75.73 Unrealized -10.2%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $16 Shares 1,344 Est. Cost $11.77 Unrealized -10.6%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $16 Shares 71 Est. Cost $186.85 Unrealized +24.9%
TGT TARGET CORP COM 0.0%
Value ($000) $16 Shares 180 Est. Cost $126.55 Unrealized -23.6%
HSY HERSHEY CO COM 0.0%
Value ($000) $16 Shares 86 Est. Cost $183.90 Unrealized -2.3%
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $16 Shares 681 Est. Cost $20.18 Unrealized
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM 0.0%
Value ($000) $15 Shares 381 Est. Cost $33.03 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $15 Shares 34 Est. Cost $520.85 Unrealized -7.9%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $15 Shares 166 Est. Cost $54.82 Unrealized +59.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $15 Shares 157 Est. Cost $84.54 Unrealized +13.8%
ASTRIA THERAPEUTICS INC COM 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $5.36 Unrealized
SCL STEPAN CO COM 0.0%
Value ($000) $15 Shares 305 Est. Cost $83.90 Unrealized -38.2%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $14 Shares 16 Est. Cost $922.64 Unrealized +3.7%
SRG SERITAGE GROWTH PPTYS CL A 0.0%
Value ($000) $14 Shares 3,382 Est. Cost $4.31 Unrealized -18.8%
CSWC CAPITAL SOUTHWEST CORP COM 0.0%
Value ($000) $14 Shares 650 Est. Cost $21.41 Unrealized 0.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.32 Unrealized
PECO PHILLIPS EDISON & CO INC COMMON STOCK 0.0%
Value ($000) $14 Shares 410 Est. Cost $37.46 Unrealized
SRE SEMPRA COM 0.0%
Value ($000) $14 Shares 156 Est. Cost $70.00 Unrealized +14.0%
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $14 Shares 20 Est. Cost $428.22 Unrealized +63.3%
NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN 0.0%
Value ($000) $14 Shares 455 Est. Cost $41.11 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $14 Shares 379 Est. Cost $29.57 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $14 Shares 317 Est. Cost $35.03 Unrealized
CSRE COHEN & STEERS REAL ESTATE ACTIVE ETF 0.0%
Value ($000) $14 Shares 519 Est. Cost $26.05 Unrealized
EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF 0.0%
Value ($000) $13 Shares 620 Est. Cost $19.53 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $13 Shares 97 Est. Cost $144.16 Unrealized -2.5%
AVES AVANTIS EMERGING MARKETS VALUE ETF 0.0%
Value ($000) $13 Shares 225 Est. Cost $56.79 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $47.42 Unrealized -4.1%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $13 Shares 170 Est. Cost $75.11 Unrealized
WERN WESTERN DIGITAL CORP COM 0.0%
Value ($000) $13 Shares 105 Est. Cost $36.55 Unrealized -23.3%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.0%
Value ($000) $13 Shares 255 Est. Cost $48.91 Unrealized
DOLE PLC ORD SHS 0.0%
Value ($000) $12 Shares 930 Est. Cost $13.79 Unrealized
CMC COMMERCIAL METALS CO COM 0.0%
Value ($000) $12 Shares 218 Est. Cost $53.92 Unrealized +1.9%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $12 Shares 124 Est. Cost $100.34 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 140 Est. Cost $75.69 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $12 Shares 46 Est. Cost $236.85 Unrealized +8.6%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $11 Shares 215 Est. Cost $42.15 Unrealized +14.7%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $11 Shares 238 Est. Cost $36.56 Unrealized +15.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $11 Shares 180 Est. Cost $57.76 Unrealized 0.0%
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $11 Shares 77 Est. Cost $130.12 Unrealized +0.2%
CF CF INDS HLDGS INC COM 0.0%
Value ($000) $10 Shares 117 Est. Cost $74.64 Unrealized +18.4%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF 0.0%
Value ($000) $10 Shares 105 Est. Cost $91.10 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $10 Shares 70 Est. Cost $97.26 Unrealized +39.4%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $10 Shares 43 Est. Cost $204.91 Unrealized +17.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $10 Shares 136 Est. Cost $75.03 Unrealized -3.7%
FLTR VANECK IG FLOATING RATE ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.45 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $10 Shares 260 Est. Cost $49.32 Unrealized -12.4%
NEUBERGER BERMAN REAL ESTATE S COM 0.0%
Value ($000) $10 Shares 3,145 Est. Cost $3.23 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $10 Shares 351 Est. Cost $20.01 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $10 Shares 40 Est. Cost $229.13 Unrealized +6.6%
WTM WHITE MTNS INS GROUP LTD COM 0.0%
Value ($000) $10 Shares 6 Est. Cost $1889.39 Unrealized -5.6%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $10 Shares 33 Est. Cost $255.26 Unrealized +18.1%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $99.15 Unrealized
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value ($000) $10 Shares 143 Est. Cost $52.22 Unrealized +28.1%
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $10 Shares 456 Est. Cost $19.97 Unrealized
B BARRICK MNG CORP COM SHS 0.0%
Value ($000) $10 Shares 300 Est. Cost $25.15 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $10 Shares 98 Est. Cost $106.02 Unrealized -7.0%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 456 Est. Cost $20.65 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value ($000) $9 Shares 255 Est. Cost $22.05 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $9 Shares 250 Est. Cost $34.05 Unrealized +4.1%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $9 Shares 78 Est. Cost $106.66 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $9 Shares 245 Est. Cost $27.67 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $9 Shares 54 Est. Cost $180.18 Unrealized -12.8%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.0%
Value ($000) $9 Shares 142 Est. Cost $62.71 Unrealized
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $9 Shares 63 Est. Cost $140.69 Unrealized -0.1%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $9 Shares 97 Est. Cost $77.89 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $9 Shares 110 Est. Cost $85.73 Unrealized -16.5%
PCEF INVESCO CEF INCOME COMPOSITE ETF 0.0%
Value ($000) $9 Shares 435 Est. Cost $19.16 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $9 Shares 18 Est. Cost $462.93 Unrealized +8.6%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $80.27 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $8 Shares 29 Est. Cost $315.96 Unrealized -10.9%
RBA RB GLOBAL INC COM 0.0%
Value ($000) $8 Shares 76 Est. Cost $89.47 Unrealized +25.3%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $8 Shares 25 Est. Cost $247.76 Unrealized +30.0%
BHB BAR HBR BANKSHARES COM 0.0%
Value ($000) $8 Shares 270 Est. Cost $31.34 Unrealized -2.7%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $8 Shares 80 Est. Cost $103.62 Unrealized -8.6%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $8 Shares 184 Est. Cost $40.65 Unrealized
NTRA NATERA INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $145.66 Unrealized +8.6%
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $8 Shares 76 Est. Cost $74.82 Unrealized +45.6%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $8 Shares 104 Est. Cost $84.84 Unrealized -12.1%
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 206 Est. Cost $35.46 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $8 Shares 22 Est. Cost $262.93 Unrealized +23.2%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $8 Shares 35 Est. Cost $162.63 Unrealized +23.1%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $7 Shares 46 Est. Cost $128.26 Unrealized +28.8%
AMG AFFILIATED MANAGERS GROUP INC COM 0.0%
Value ($000) $7 Shares 30 Est. Cost $171.62 Unrealized +28.4%
H HYATT HOTELS CORP COM CL A 0.0%
Value ($000) $7 Shares 50 Est. Cost $154.42 Unrealized -7.3%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $7 Shares 61 Est. Cost $91.78 Unrealized +12.4%
NUVEEN CALIFORNIA AMT QLT MUN COM 0.0%
Value ($000) $7 Shares 536 Est. Cost $12.14 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $7 Shares 59 Est. Cost $93.36 Unrealized +14.7%
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.45 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $7 Shares 1,356 Est. Cost $6.13 Unrealized -21.7%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $7 Shares 80 Est. Cost $99.45 Unrealized -17.6%
SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value ($000) $7 Shares 226 Est. Cost $27.88 Unrealized
CTO CTO RLTY GROWTH INC NEW COM 0.0%
Value ($000) $7 Shares 400 Est. Cost $16.30 Unrealized
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $6 Shares 170 Est. Cost $54.80 Unrealized -44.9%
CMT CORE MOLDING TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 293 Est. Cost $18.28 Unrealized +1.6%
IWY ISHARES RUSSELL TOP 200 GROWTH ETF 0.0%
Value ($000) $6 Shares 22 Est. Cost $273.64 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $6 Shares 5 Est. Cost $991.05 Unrealized +11.9%
BLACKROCK MUNIYIELD N Y QUALIT COM 0.0%
Value ($000) $6 Shares 600 Est. Cost $10.08 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $6 Shares 21 Est. Cost $281.36 Unrealized -2.2%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $47.40 Unrealized
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value ($000) $6 Shares 126 Est. Cost $43.18 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $6 Shares 61 Est. Cost $68.64 Unrealized +55.9%
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $6 Shares 200 Est. Cost $22.24 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $6 Shares 17 Est. Cost $253.86 Unrealized +33.6%
MBB ISHARES MBS ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $91.82 Unrealized
WRBY WARBY PARKER INC CL A COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $20.43 Unrealized +23.7%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $5 Shares 183 Est. Cost $29.11 Unrealized +18.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $106.92 Unrealized +26.2%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $5 Shares 96 Est. Cost $125.59 Unrealized
ELF E L F BEAUTY INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $143.72 Unrealized -14.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $225.78 Unrealized -1.2%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $5 Shares 103 Est. Cost $64.44 Unrealized -23.2%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.22 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 200 Est. Cost $24.95 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $33.12 Unrealized
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $5 Shares 50 Est. Cost $75.14 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $5 Shares 115 Est. Cost $30.44 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $209.64 Unrealized +12.9%
MRP MILLROSE PPTYS INC COM CL A 0.0%
Value ($000) $5 Shares 136 Est. Cost $26.51 Unrealized
SOBO SOUTH BOW CORP COM 0.0%
Value ($000) $5 Shares 160 Est. Cost $22.97 Unrealized +18.4%
SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF 0.0%
Value ($000) $4 Shares 78 Est. Cost $54.49 Unrealized
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value ($000) $4 Shares 55 Est. Cost $71.43 Unrealized
AVADEL PHARMACEUTICALS PLC COM SHS 0.0%
Value ($000) $4 Shares 290 Est. Cost $10.51 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $4 Shares 22 Est. Cost $162.03 Unrealized +21.6%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $4 Shares 47 Est. Cost $83.08 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $156.79 Unrealized -12.4%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.75 Unrealized +5.5%
CMI CUMMINS INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $305.67 Unrealized +24.5%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $225.18 Unrealized -0.7%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 44 Est. Cost $125.16 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 137 Est. Cost $29.86 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $4 Shares 36 Est. Cost $102.32 Unrealized +5.8%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $4 Shares 60 Est. Cost $54.78 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $4 Shares 48 Est. Cost $126.31 Unrealized -30.2%
SNDK SANDISK CORP COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $49.67 Unrealized +17.6%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $4 Shares 68 Est. Cost $53.22 Unrealized +6.8%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $4 Shares 16 Est. Cost $255.47 Unrealized -9.5%
KRT KARAT PACKAGING INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $28.10 Unrealized -6.4%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $4 Shares 25 Est. Cost $118.54 Unrealized +12.5%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $4 Shares 8 Est. Cost $364.50 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $123.33 Unrealized -4.4%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $3 Shares 270 Est. Cost $12.10 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $227.01 Unrealized +2.1%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $3 Shares 13 Est. Cost $354.74 Unrealized -26.5%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $3 Shares 6 Est. Cost $524.48 Unrealized +9.3%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $3 Shares 32 Est. Cost $78.83 Unrealized +31.4%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $3 Shares 33 Est. Cost $73.05 Unrealized +29.4%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $3 Shares 22 Est. Cost $132.09 Unrealized
INDA ISHARES MSCI INDIA ETF 0.0%
Value ($000) $3 Shares 59 Est. Cost $52.64 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $3 Shares 22 Est. Cost $137.26 Unrealized +2.0%
SRTA STRATA CRITICAL MEDICAL INC CL A COM 0.0%
Value ($000) $3 Shares 600 Est. Cost $3.35 Unrealized +31.8%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $3 Shares 24 Est. Cost $69.34 Unrealized +57.8%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $3 Shares 175 Est. Cost $18.48 Unrealized
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value ($000) $3 Shares 33 Est. Cost $98.18 Unrealized -8.7%
WFCF WHERE FOOD COMES FROM INC COM NEW 0.0%
Value ($000) $3 Shares 225 Est. Cost $11.74 Unrealized +0.8%
CPA COPA HOLDINGS SA CL A 0.0%
Value ($000) $3 Shares 25 Est. Cost $88.34 Unrealized +26.7%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.21 Unrealized +6.0%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $3 Shares 4 Est. Cost $543.94 Unrealized +39.5%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $93.67 Unrealized
PCAR PACCAR INC COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $103.86 Unrealized -6.7%
SHAK SHAKE SHACK INC CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $97.58 Unrealized +17.8%
BA BOEING CO COM 0.0%
Value ($000) $3 Shares 13 Est. Cost $178.12 Unrealized +26.6%
BJ BJS WHSL CLUB HLDGS INC COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $90.40 Unrealized +13.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 15 Est. Cost $65.17 Unrealized +148.7%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $3 Shares 36 Est. Cost $68.46 Unrealized +7.2%
SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.25 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $444.00 Unrealized +26.9%
ETH GRAYSCALE ETHEREUM MINI TRUST ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $31.49 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $133.54 Unrealized -3.1%
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $2 Shares 17 Est. Cost $104.36 Unrealized +23.4%
CVY INVESCO ZACKS MULTI-ASSET INCOME ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $25.16 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $632.98 Unrealized +13.7%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $2 Shares 8 Est. Cost $272.92 Unrealized +10.7%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $176.35 Unrealized -14.6%
HIFS HINGHAM INSTN SVGS MASS COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $247.67 Unrealized +6.9%
F FORD MTR CO COM 0.0%
Value ($000) $2 Shares 176 Est. Cost $11.11 Unrealized +2.0%
EVCM EVERCOMMERCE INC COM 0.0%
Value ($000) $2 Shares 187 Est. Cost $11.18 Unrealized -0.1%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $108.02 Unrealized -4.4%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $142.02 Unrealized +5.8%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $137.31 Unrealized -0.1%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $94.43 Unrealized +5.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $75.79 Unrealized +21.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $2 Shares 4 Est. Cost $503.12 Unrealized +6.1%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.28 Unrealized -3.9%
APA APA CORPORATION COM 0.0%
Value ($000) $2 Shares 80 Est. Cost $22.14 Unrealized -6.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $618.60 Unrealized +18.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $544.86 Unrealized +34.9%
IVZ INVESCO LTD SHS 0.0%
Value ($000) $2 Shares 80 Est. Cost $16.96 Unrealized +20.8%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $2 Shares 5 Est. Cost $349.27 Unrealized +10.1%
EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $98.56 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 50 Est. Cost $29.56 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $128.69 Unrealized +27.0%
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 82 Est. Cost $16.25 Unrealized
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $90.47 Unrealized +11.1%
TRGP TARGA RES CORP COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $174.16 Unrealized -5.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $2 Shares 50 Est. Cost $39.76 Unrealized -16.6%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $76.08 Unrealized +16.2%
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.16 Unrealized -10.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $1 Shares 8 Est. Cost $84.75 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $246.92 Unrealized +9.5%
KAYNE ANDERSON ENERGY INFRSTR COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $12.71 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $86.71 Unrealized -15.5%
MMM 3M CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $128.38 Unrealized +19.3%
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $50.18 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $468.46 Unrealized -4.3%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $1 Shares 60 Est. Cost $17.42 Unrealized
GROV GROVE COLLABORATIVE HOLD INC COM CL A 0.0%
Value ($000) $1 Shares 700 Est. Cost $1.60 Unrealized -8.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $58.92 Unrealized
EVGO EVGO INC CL A COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $3.10 Unrealized +25.1%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $50.07 Unrealized
URBN URBAN OUTFITTERS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $73.55 Unrealized 0.0%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $1 Shares 75 Est. Cost $15.75 Unrealized -37.9%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $90.00 Unrealized
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $98.11 Unrealized +1.0%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $1 Shares 1 Est. Cost $479.50 Unrealized
AVSC AVANTIS U.S SMALL CAP EQUITY ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $53.91 Unrealized
DDOG DATADOG INC CL A COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $137.35 Unrealized +0.3%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $14.38 Unrealized -14.3%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.27 Unrealized
WEX WEX INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $187.51 Unrealized -11.8%
WEN WENDYS CO COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $18.25 Unrealized -43.7%
KMX CARMAX INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $78.54 Unrealized -24.0%
INDS PACER INDUSTRIAL REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 11 Est. Cost $35.27 Unrealized
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $40.80 Unrealized +8.7%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.22 Unrealized -19.2%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $56.34 Unrealized -20.1%
LAR LITHIUM ARGENTINA AG COM SHS 0.0%
Value ($000) $0 Shares 88 Est. Cost $3.25 Unrealized -7.1%
OAKM OAKMARK U.S. LARGE CAP ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.50 Unrealized
FCEL FUELCELL ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.91 Unrealized -45.2%
SNAP SNAP INC CL A 0.0%
Value ($000) $0 Shares 26 Est. Cost $11.27 Unrealized -26.4%
CDZI CADIZ INC COM NEW 0.0%
Value ($000) $0 Shares 35 Est. Cost $3.60 Unrealized -3.1%
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 2 Est. Cost $72.05 Unrealized +2.4%
QGRO AMERICAN CENTURY U.S. QUALITY GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $109.00 Unrealized
SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.00 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.10 Unrealized +68.3%
ONEW ONEWATER MARINE INC CL A COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $17.78 Unrealized -11.1%
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $82.00 Unrealized
CROX CROCS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $103.63 Unrealized -11.9%
RDNT RADNET INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $73.77 Unrealized -12.0%
HIMX HIMAX TECHNOLOGIES INC SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $7.29 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $0 Shares 11 Est. Cost $6.29 Unrealized -7.3%
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK 0.0%
Value ($000) $0 Shares 2 Est. Cost $25.50 Unrealized -9.3%
GENK GEN RESTAURENT GROUP CL A COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $8.27 Unrealized -57.5%
DNUT KRISPY KREME INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $8.74 Unrealized -60.6%
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.31 Unrealized -44.5%