Missouri Trust & Investment Co Diversified Active

CIK: 0001908186 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 13, 2024

Total Value ($000): $259,248 (100.0% shares, 0.0% debt)

Holdings (410)

ORLY O'Reilly Automotive Inc 13.3%
Value ($000) $34,466 Shares 30,531 Est. Cost $43.78 Unrealized +59.8%
AAPL Apple Inc 10.1%
Value ($000) $26,206 Shares 152,824 Est. Cost $178.37 Unrealized +1.1%
MSFT Microsoft Corp 9.4%
Value ($000) $24,420 Shares 58,044 Est. Cost $321.81 Unrealized +24.1%
SMBC Southern MO Bancorp Inc. 3.7%
Value ($000) $9,513 Shares 217,642 Est. Cost $48.23 Unrealized -10.0%
IDEV iShares Core MSCI Intl Developed Markets ETF 3.7%
Value ($000) $9,483 Shares 141,267 Est. Cost $61.77 Unrealized
SCHA Schwab US Small Cap ETF 2.9%
Value ($000) $7,447 Shares 151,244 Est. Cost $60.88 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 2.1%
Value ($000) $5,503 Shares 106,639 Est. Cost $54.20 Unrealized
SJNK Spdr Bloomberg ShortTerm High Yield Bond ETF 1.7%
Value ($000) $4,529 Shares 179,585 Est. Cost $23.09 Unrealized
SCHM Schwab US Mid-cap ETF 1.7%
Value ($000) $4,428 Shares 54,377 Est. Cost $67.43 Unrealized
SCHX Schwab US Large Cap ETF 1.6%
Value ($000) $4,210 Shares 67,845 Est. Cost $82.14 Unrealized
AMZN Amazon.com Inc 1.3%
Value ($000) $3,456 Shares 19,158 Est. Cost $127.61 Unrealized +30.8%
JPM JP Morgan Chase & Co 1.3%
Value ($000) $3,289 Shares 16,422 Est. Cost $143.08 Unrealized +21.3%
CVX Chevron Corporation 1.1%
Value ($000) $2,972 Shares 18,841 Est. Cost $119.69 Unrealized +16.1%
PANW Palo Alto Networks Inc 1.1%
Value ($000) $2,815 Shares 9,909 Est. Cost $99.71 Unrealized +58.2%
CRM Salesforce, Inc 1.0%
Value ($000) $2,592 Shares 8,607 Est. Cost $247.73 Unrealized +15.1%
VO Vanguard Mid Cap ETF 1.0%
Value ($000) $2,521 Shares 10,089 Est. Cost $250.14 Unrealized
HON Honeywell Intl Inc 0.9%
Value ($000) $2,336 Shares 11,380 Est. Cost $181.33 Unrealized -0.3%
GUNR Flexshares Global Upstream Natural Resources Index ETF 0.9%
Value ($000) $2,309 Shares 56,211 Est. Cost $39.95 Unrealized
GOOGL Alphabet Inc Cl A 0.8%
Value ($000) $2,179 Shares 14,435 Est. Cost $118.94 Unrealized +19.4%
GQRE Flexshares Global Quality Real Estate Index ETF 0.8%
Value ($000) $2,097 Shares 36,913 Est. Cost $65.39 Unrealized
NFRA Flexshares STOXX Global Broad Infrastructure Index ETF 0.8%
Value ($000) $2,090 Shares 38,295 Est. Cost $54.07 Unrealized
TJX TJX Companies Inc 0.8%
Value ($000) $2,077 Shares 20,475 Est. Cost $68.09 Unrealized +39.0%
IJH iShares S & P Mid Cap 400 Index ETF 0.8%
Value ($000) $2,023 Shares 33,310 Est. Cost $104.55 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.8%
Value ($000) $2,017 Shares 18,253 Est. Cost $102.66 Unrealized
MA Mastercard Inc Class A 0.8%
Value ($000) $1,986 Shares 4,125 Est. Cost $338.09 Unrealized +33.9%
BA Boeing Co 0.7%
Value ($000) $1,915 Shares 9,922 Est. Cost $198.57 Unrealized +3.5%
PG Procter & Gamble Co 0.7%
Value ($000) $1,814 Shares 11,182 Est. Cost $138.26 Unrealized +8.4%
META Meta Platforms Inc 0.7%
Value ($000) $1,767 Shares 3,639 Est. Cost $287.18 Unrealized +54.3%
DD Dupont De Nemours Inc 0.7%
Value ($000) $1,764 Shares 23,014 Est. Cost $28.40 Unrealized +0.5%
SCHD Schwab US Dividend Equity ETF 0.7%
Value ($000) $1,719 Shares 21,314 Est. Cost $79.99 Unrealized
ORCL Oracle Corp 0.6%
Value ($000) $1,669 Shares 13,290 Est. Cost $92.75 Unrealized +21.1%
AMT American Tower Corp Reit 0.6%
Value ($000) $1,626 Shares 8,227 Est. Cost $216.97 Unrealized -14.2%
ARKK Ark Innovation ETF 0.6%
Value ($000) $1,608 Shares 32,115 Est. Cost $58.27 Unrealized
UNH Unitedhealth Group Inc 0.6%
Value ($000) $1,596 Shares 3,227 Est. Cost $446.77 Unrealized +9.4%
ZBH Zimmer Biomet Holdings 0.6%
Value ($000) $1,579 Shares 11,966 Est. Cost $119.98 Unrealized +2.2%
MRSH Marsh & McLennan Companies 0.6%
Value ($000) $1,573 Shares 7,636 Est. Cost $162.96 Unrealized +18.7%
CVS CVS Health Corp 0.6%
Value ($000) $1,558 Shares 19,532 Est. Cost $75.49 Unrealized -6.2%
EL Estee Lauder Companies Inc Cl A 0.6%
Value ($000) $1,441 Shares 9,350 Est. Cost $214.61 Unrealized -36.3%
MRK Merck & Co 0.6%
Value ($000) $1,435 Shares 10,872 Est. Cost $82.46 Unrealized +40.4%
LOW Lowes Cos Inc 0.5%
Value ($000) $1,414 Shares 5,550 Est. Cost $209.36 Unrealized +6.0%
USB US Bancorp 0.5%
Value ($000) $1,396 Shares 31,227 Est. Cost $48.17 Unrealized -19.8%
BX Blackstone Inc 0.5%
Value ($000) $1,385 Shares 10,545 Est. Cost $90.44 Unrealized +31.2%
CAT Caterpillar Inc 0.5%
Value ($000) $1,357 Shares 3,704 Est. Cost $208.24 Unrealized +49.4%
NKE Nike Inc 0.5%
Value ($000) $1,337 Shares 14,222 Est. Cost $116.41 Unrealized -16.0%
ABBV Abbvie Inc 0.5%
Value ($000) $1,315 Shares 7,222 Est. Cost $116.26 Unrealized +39.3%
WMT Wal-Mart Inc 0.5%
Value ($000) $1,308 Shares 21,731 Est. Cost $52.73 Unrealized +6.3%
NVDA Nvidia Corp 0.5%
Value ($000) $1,299 Shares 1,438 Est. Cost $38.37 Unrealized +88.8%
PYPL Paypal Holdings Inc 0.5%
Value ($000) $1,286 Shares 19,200 Est. Cost $90.67 Unrealized -32.5%
FDX Fedex Corp 0.5%
Value ($000) $1,234 Shares 4,260 Est. Cost $225.01 Unrealized +6.6%
SPY Spdr S&P 500 ETF 0.5%
Value ($000) $1,188 Shares 2,272 Est. Cost $467.58 Unrealized
KO Coca Cola 0.5%
Value ($000) $1,183 Shares 19,341 Est. Cost $53.36 Unrealized +6.3%
DIS Walt Disney Co 0.4%
Value ($000) $1,152 Shares 9,417 Est. Cost $132.95 Unrealized -23.0%
NEE Nextera Energy Inc 0.4%
Value ($000) $1,138 Shares 17,810 Est. Cost $68.36 Unrealized -19.0%
SCHB Schwab US Broad Mkt ETF 0.4%
Value ($000) $1,124 Shares 18,416 Est. Cost $85.56 Unrealized
RKT Rocket Companies Inc 0.4%
Value ($000) $1,100 Shares 75,575 Est. Cost $9.62 Unrealized +22.0%
BRK/B Berkshire Hathaway Cl B 0.4%
Value ($000) $1,096 Shares 2,606 Est. Cost $298.46 Unrealized +31.8%
PFE Pfizer Inc 0.4%
Value ($000) $1,022 Shares 36,840 Est. Cost $33.24 Unrealized -25.8%
IWM iShares Russell 2000 Index ETF 0.4%
Value ($000) $1,012 Shares 4,812 Est. Cost $216.51 Unrealized
CSCO Cisco Systems Inc 0.4%
Value ($000) $1,005 Shares 20,133 Est. Cost $47.15 Unrealized +0.1%
PEP Pepsico Inc 0.4%
Value ($000) $998 Shares 5,703 Est. Cost $147.21 Unrealized +6.8%
INTC Intel Corp 0.4%
Value ($000) $993 Shares 22,470 Est. Cost $39.00 Unrealized +12.9%
COST Costco Wholesale Corp 0.4%
Value ($000) $960 Shares 1,310 Est. Cost $487.07 Unrealized +45.1%
ABT Abbott Laboratories 0.3%
Value ($000) $904 Shares 7,950 Est. Cost $118.15 Unrealized -6.2%
Paramount Global 0.3%
Value ($000) $897 Shares 76,175 Est. Cost $20.93 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $891 Shares 2,323 Est. Cost $342.31 Unrealized +1.8%
UPS United Parcel Svc Inc Class B 0.3%
Value ($000) $890 Shares 5,985 Est. Cost $152.43 Unrealized -10.5%
BIIB Biogen Inc 0.3%
Value ($000) $826 Shares 3,832 Est. Cost $253.27 Unrealized -7.5%
LLY Lilly Eli & Common 0.3%
Value ($000) $825 Shares 1,060 Est. Cost $360.90 Unrealized +94.6%
SCHG Schwab US Large Cap Growth ETF 0.3%
Value ($000) $804 Shares 8,672 Est. Cost $128.04 Unrealized
ADBE Adobe Systems Inc System 0.3%
Value ($000) $795 Shares 1,576 Est. Cost $543.07 Unrealized +5.5%
BABA Alibaba Group Hldg Ltd Sponsored ADR 0.3%
Value ($000) $779 Shares 10,765 Est. Cost $97.12 Unrealized
V Visa Inc 0.3%
Value ($000) $774 Shares 2,775 Est. Cost $209.09 Unrealized +30.3%
IBM International Business Machines Corp 0.3%
Value ($000) $763 Shares 3,995 Est. Cost $114.65 Unrealized +50.5%
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $734 Shares 5,340 Est. Cost $123.04 Unrealized +5.5%
VIG Vanguard Dividend Appreciation Index ETF 0.3%
Value ($000) $727 Shares 3,982 Est. Cost $171.69 Unrealized
SFNC Simmons First Natl Corp Class A 0.3%
Value ($000) $717 Shares 36,840 Est. Cost $30.37 Unrealized -37.6%
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $706 Shares 8,845 Est. Cost $78.68 Unrealized
ISRG Intuitive Surgical Inc Common New 0.3%
Value ($000) $700 Shares 1,755 Est. Cost $344.06 Unrealized +9.8%
EMR Emerson Electric Co 0.3%
Value ($000) $700 Shares 6,174 Est. Cost $86.00 Unrealized +15.6%
VEA Vanguard FTSE Developed Markets Index ETF 0.3%
Value ($000) $674 Shares 13,438 Est. Cost $48.02 Unrealized
VWO Vanguard FTSE Emerging Markets Index ETF 0.2%
Value ($000) $626 Shares 14,998 Est. Cost $49.46 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $608 Shares 1,700 Est. Cost $281.06 Unrealized +17.5%
MCD McDonalds Corp 0.2%
Value ($000) $596 Shares 2,114 Est. Cost $251.95 Unrealized +10.3%
IWS iShares Russell Midcap Value ETF 0.2%
Value ($000) $596 Shares 4,755 Est. Cost $122.40 Unrealized
QCOM Qualcomm Inc 0.2%
Value ($000) $558 Shares 3,297 Est. Cost $137.12 Unrealized +8.3%
AVGO Broadcom Inc 0.2%
Value ($000) $549 Shares 414 Est. Cost $65.78 Unrealized +84.3%
SDY Spdr Ser Tr S&p Divid ETF 0.2%
Value ($000) $520 Shares 3,960 Est. Cost $113.04 Unrealized
SLB Schlumberger Limited 0.2%
Value ($000) $512 Shares 9,350 Est. Cost $35.83 Unrealized +33.5%
VOO Vanguard Index Funds S&P 500 ETF 0.2%
Value ($000) $511 Shares 1,062 Est. Cost $436.51 Unrealized
TGT Target Corp 0.2%
Value ($000) $501 Shares 2,825 Est. Cost $185.73 Unrealized -23.5%
JNJ Johnson & Johnson 0.2%
Value ($000) $463 Shares 2,928 Est. Cost $145.54 Unrealized +3.2%
EEM iShares MSCI Emerging Markets ETF 0.2%
Value ($000) $455 Shares 11,080 Est. Cost $3.26 Unrealized
VB Vanguard Small-Cap Index ETF 0.2%
Value ($000) $448 Shares 1,960 Est. Cost $223.22 Unrealized
VOX Vanguard Communication Services ETF 0.2%
Value ($000) $444 Shares 3,380 Est. Cost $133.38 Unrealized
DE Deere & Co 0.2%
Value ($000) $441 Shares 1,073 Est. Cost $338.72 Unrealized +10.0%
MDY Spdr Mid Cap ETF 0.2%
Value ($000) $435 Shares 781 Est. Cost $517.86 Unrealized
AIG American International Group Inc 0.2%
Value ($000) $422 Shares 5,400 Est. Cost $51.93 Unrealized +31.9%
HYMB Spdr Nuveen Bloomberg High Yield Municipal Bd ETF 0.2%
Value ($000) $417 Shares 16,250 Est. Cost $21.80 Unrealized
AXP American Express 0.2%
Value ($000) $405 Shares 1,780 Est. Cost $161.15 Unrealized +25.9%
LIN Linde Plc 0.2%
Value ($000) $402 Shares 865 Est. Cost $329.37 Unrealized +28.2%
UNP Union Pacific Corp 0.2%
Value ($000) $397 Shares 1,615 Est. Cost $218.12 Unrealized +8.0%
IWB iShares Russell 1000 ETF 0.2%
Value ($000) $393 Shares 1,364 Est. Cost $254.72 Unrealized
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $391 Shares 2,570 Est. Cost $112.37 Unrealized +27.5%
RTX Raytheon Technologies Corp 0.1%
Value ($000) $361 Shares 3,706 Est. Cost $84.56 Unrealized +2.7%
XAR Spdr Aerospace & Defense ETF 0.1%
Value ($000) $361 Shares 2,570 Est. Cost $135.42 Unrealized
VGT Vanguard Information Tech ETF 0.1%
Value ($000) $354 Shares 675 Est. Cost $451.61 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $353 Shares 3,750 Est. Cost $82.80 Unrealized +0.5%
MDLZ Mondelez Intl Inc Class A 0.1%
Value ($000) $325 Shares 4,647 Est. Cost $60.13 Unrealized +14.6%
VUG Vanguard Growth Index ETF 0.1%
Value ($000) $323 Shares 938 Est. Cost $284.74 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $317 Shares 1,075 Est. Cost $204.09 Unrealized +21.3%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $317 Shares 758 Est. Cost $355.52 Unrealized +4.7%
FCX Freeport-McMoran Inc Cl B 0.1%
Value ($000) $296 Shares 6,286 Est. Cost $34.90 Unrealized +12.9%
ETN Eaton Corp PLC 0.1%
Value ($000) $286 Shares 915 Est. Cost $223.49 Unrealized +19.7%
CBSH Commerce Bancshares Inc 0.1%
Value ($000) $273 Shares 5,138 Est. Cost $54.29 Unrealized -15.6%
WY Weyerhaeuser 0.1%
Value ($000) $247 Shares 6,880 Est. Cost $27.83 Unrealized +14.7%
BAC Bank of America Corp 0.1%
Value ($000) $237 Shares 6,238 Est. Cost $36.50 Unrealized -10.1%
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $236 Shares 700 Est. Cost $170.01 Unrealized
PM Philip Morris Intl Inc 0.1%
Value ($000) $236 Shares 2,575 Est. Cost $84.24 Unrealized +0.8%
GSK GSK PLC 0.1%
Value ($000) $236 Shares 5,500 Est. Cost $6.74 Unrealized
Blackrock Inc 0.1%
Value ($000) $216 Shares 259 Est. Cost $895.92 Unrealized
IWD iShares Russell 1000 Value ETF 0.1%
Value ($000) $215 Shares 1,200 Est. Cost $167.76 Unrealized
NSC Norfolk Southn Corp 0.1%
Value ($000) $205 Shares 805 Est. Cost $255.22 Unrealized -6.8%
VTI Vanguard Idx Fund Total Stock Market ETF 0.1%
Value ($000) $197 Shares 758 Est. Cost $183.42 Unrealized
VZ Verizon Communications Inc 0.1%
Value ($000) $196 Shares 4,660 Est. Cost $39.23 Unrealized -8.4%
GD General Dynamics Corp 0.1%
Value ($000) $194 Shares 688 Est. Cost $202.54 Unrealized +27.4%
XLK Spdr Technology Select Sector ETF 0.1%
Value ($000) $188 Shares 904 Est. Cost $174.67 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $186 Shares 3,435 Est. Cost $51.35 Unrealized -10.1%
LAMR Lamar Advertising Co 0.1%
Value ($000) $184 Shares 1,540 Est. Cost $119.99 Unrealized
RF Regions Financial Corp 0.1%
Value ($000) $180 Shares 8,542 Est. Cost $18.82 Unrealized -7.5%
KRE Spdr S & P Regional Banking ETF 0.1%
Value ($000) $173 Shares 3,450 Est. Cost $49.83 Unrealized
XLI Spdr Industrial Select Sector ETF 0.1%
Value ($000) $169 Shares 1,343 Est. Cost $105.83 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $164 Shares 370 Est. Cost $396.36 Unrealized
XBI Spdr Ser Tr S&P Biotech ETF 0.1%
Value ($000) $164 Shares 1,725 Est. Cost $98.86 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $161 Shares 2,115 Est. Cost $73.28 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $151 Shares 2,605 Est. Cost $44.18 Unrealized +13.4%
Total SE ADR 0.1%
Value ($000) $150 Shares 2,181 Est. Cost $67.38 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value ($000) $146 Shares 1,494 Est. Cost $100.44 Unrealized
GIS General Mls Inc 0.1%
Value ($000) $146 Shares 2,085 Est. Cost $57.45 Unrealized +5.5%
DVY iShares Select Dividend ETF 0.1%
Value ($000) $139 Shares 1,125 Est. Cost $121.97 Unrealized
PSX Phillips 66 0.1%
Value ($000) $138 Shares 845 Est. Cost $69.98 Unrealized +92.9%
STZ Constellation Brands Inc Class A 0.1%
Value ($000) $136 Shares 500 Est. Cost $212.48 Unrealized +14.5%
Pioneer Natural Resources 0.1%
Value ($000) $131 Shares 500 Est. Cost $207.18 Unrealized
DRI Darden Restaurants Inc 0.0%
Value ($000) $129 Shares 770 Est. Cost $128.45 Unrealized +22.0%
AMD Advanced Micro Devices IInc 0.0%
Value ($000) $120 Shares 664 Est. Cost $110.75 Unrealized +57.8%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $116 Shares 3,964 Est. Cost $27.19 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $115 Shares 900 Est. Cost $106.96 Unrealized +0.6%
XOM Exxon Mobil Corp 0.0%
Value ($000) $113 Shares 970 Est. Cost $81.87 Unrealized +19.8%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $112 Shares 415 Est. Cost $265.91 Unrealized
ITA iShares Dow Jones US Aerospace And Defense ETF 0.0%
Value ($000) $110 Shares 831 Est. Cost $113.48 Unrealized
NVO Novo-Nordisk A S ADR 0.0%
Value ($000) $103 Shares 800 Est. Cost $101.72 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $101 Shares 782 Est. Cost $113.43 Unrealized +0.6%
LMT Lockheed Martin Corp 0.0%
Value ($000) $98 Shares 215 Est. Cost $366.47 Unrealized +13.5%
India Fund Inc ETF 0.0%
Value ($000) $96 Shares 4,697 Est. Cost $16.60 Unrealized
ATO Atmos Energy Corp 0.0%
Value ($000) $95 Shares 800 Est. Cost $109.59 Unrealized 0.0%
DUK Duke Energy Corp 0.0%
Value ($000) $94 Shares 971 Est. Cost $86.82 Unrealized +1.9%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $93 Shares 765 Est. Cost $119.00 Unrealized +1.4%
VLO Valero Energy Corp 0.0%
Value ($000) $92 Shares 541 Est. Cost $119.09 Unrealized +13.9%
CLX Clorox 0.0%
Value ($000) $92 Shares 600 Est. Cost $145.62 Unrealized -3.8%
MO Altria Group Inc 0.0%
Value ($000) $92 Shares 2,100 Est. Cost $35.84 Unrealized -0.4%
EXAS Exact Sciences Corp 0.0%
Value ($000) $90 Shares 1,300 Est. Cost $78.01 Unrealized -18.9%
UGI UGI Corp 0.0%
Value ($000) $88 Shares 3,600 Est. Cost $30.36 Unrealized -20.9%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $87 Shares 500 Est. Cost $152.47 Unrealized +8.8%
XLF Financial Select Sector Spdr Fund ETF 0.0%
Value ($000) $83 Shares 1,980 Est. Cost $38.95 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $82 Shares 526 Est. Cost $95.25 Unrealized +39.9%
CL Colgate Palmolive 0.0%
Value ($000) $82 Shares 910 Est. Cost $71.79 Unrealized +13.3%
VMC Vulcan Materials Co 0.0%
Value ($000) $82 Shares 300 Est. Cost $187.39 Unrealized +29.7%
MKC Mccormick & Company 0.0%
Value ($000) $81 Shares 1,054 Est. Cost $65.41 Unrealized -1.0%
PAYX Paychex Inc 0.0%
Value ($000) $79 Shares 647 Est. Cost $107.73 Unrealized +6.4%
ALL Allstate Corp 0.0%
Value ($000) $79 Shares 456 Est. Cost $135.54 Unrealized +12.1%
ELV Elevance Health Inc 0.0%
Value ($000) $78 Shares 150 Est. Cost $397.15 Unrealized +21.3%
ACN Accenture PLC Cl A 0.0%
Value ($000) $77 Shares 222 Est. Cost $340.32 Unrealized +4.2%
CARR Carrier Global Corp 0.0%
Value ($000) $77 Shares 1,323 Est. Cost $46.98 Unrealized +17.0%
WDFC WD-40 Company 0.0%
Value ($000) $76 Shares 300 Est. Cost $180.66 Unrealized +38.5%
OPY Oppenheimer Holdings Inc 0.0%
Value ($000) $76 Shares 1,900 Est. Cost $38.20 Unrealized +2.1%
NDAQ Nasdaq Inc 0.0%
Value ($000) $76 Shares 1,200 Est. Cost $59.17 Unrealized -4.7%
PH Parker-hannifin Corp 0.0%
Value ($000) $75 Shares 135 Est. Cost $294.01 Unrealized +69.6%
XLB Spdr Materials Select Sector ETF 0.0%
Value ($000) $74 Shares 800 Est. Cost $90.51 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $66.78 Unrealized +7.8%
NVS Novartis AG Sponsored ADR 0.0%
Value ($000) $70 Shares 728 Est. Cost $92.36 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $69 Shares 482 Est. Cost $127.87 Unrealized +4.1%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $69 Shares 285 Est. Cost $263.68 Unrealized -11.8%
DKS Dicks Sporting Goods, Inc. 0.0%
Value ($000) $67 Shares 300 Est. Cost $108.85 Unrealized +50.3%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $67 Shares 270 Est. Cost $204.31 Unrealized +14.7%
AMGN Amgen Inc Corp 0.0%
Value ($000) $67 Shares 237 Est. Cost $188.69 Unrealized +46.3%
VYM Vanguard High Dividend Yield Index Fund ETF 0.0%
Value ($000) $67 Shares 556 Est. Cost $117.64 Unrealized
RSP Invesco Capital Management LLC S&p 500 Equal Weight Etf 0.0%
Value ($000) $67 Shares 397 Est. Cost $147.17 Unrealized
CME CME Group Inc Cl A 0.0%
Value ($000) $67 Shares 312 Est. Cost $184.53 Unrealized +6.9%
TXN Texas Instruments 0.0%
Value ($000) $67 Shares 385 Est. Cost $159.80 Unrealized -1.2%
JNK Spdr Bloomberg High Yield Bond ETF 0.0%
Value ($000) $67 Shares 700 Est. Cost $105.74 Unrealized
Interpublic Group Of Companies Inc 0.0%
Value ($000) $65 Shares 2,000 Est. Cost $31.06 Unrealized -3.4%
WPC WP Carey Inc 0.0%
Value ($000) $64 Shares 1,135 Est. Cost $67.56 Unrealized
LW Lamb Weston Hldgs Inc 0.0%
Value ($000) $64 Shares 600 Est. Cost $106.00 Unrealized -5.9%
YUM Yum Brands Inc 0.0%
Value ($000) $64 Shares 460 Est. Cost $118.20 Unrealized +8.9%
CTSH Cognizant Technology Solutionscorp Class A 0.0%
Value ($000) $64 Shares 870 Est. Cost $72.29 Unrealized +2.5%
NFLX Netflix Inc 0.0%
Value ($000) $61 Shares 100 Est. Cost $36.83 Unrealized +53.1%
IEFA iShares Core Msci Eafe ETF 0.0%
Value ($000) $59 Shares 800 Est. Cost $75.07 Unrealized
CADE Cadence Bank 0.0%
Value ($000) $58 Shares 2,000 Est. Cost $22.58 Unrealized +15.6%
IYF Ishares Trust DJ US Financials ETF 0.0%
Value ($000) $57 Shares 600 Est. Cost $74.61 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $56 Shares 615 Est. Cost $102.10 Unrealized -13.2%
SO Southern Co 0.0%
Value ($000) $55 Shares 770 Est. Cost $58.62 Unrealized +10.5%
GSBC Great Southern Bancorp 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $51.12 Unrealized +4.2%
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $54 Shares 629 Est. Cost $111.18 Unrealized
SR Spire Inc 0.0%
Value ($000) $54 Shares 875 Est. Cost $64.35 Unrealized
DIA Spdr Dow Jones Industrial Average ETF 0.0%
Value ($000) $53 Shares 134 Est. Cost $362.24 Unrealized
T AT&T 0.0%
Value ($000) $53 Shares 3,000 Est. Cost $14.21 Unrealized +9.9%
TSCO Tractor Supply Co 0.0%
Value ($000) $52 Shares 200 Est. Cost $43.74 Unrealized +5.9%
SAIC Science Applications International Corp 0.0%
Value ($000) $50 Shares 387 Est. Cost $103.85 Unrealized +27.5%
Unilever PLC Spon ADR 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $52.11 Unrealized
IAU iShares Gold Trust ETF 0.0%
Value ($000) $50 Shares 1,193 Est. Cost $32.21 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $49 Shares 550 Est. Cost $73.68 Unrealized +11.1%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $49 Shares 495 Est. Cost $79.46 Unrealized +12.7%
O Realty Income Corp Reit 0.0%
Value ($000) $48 Shares 880 Est. Cost $50.40 Unrealized -3.5%
IGM iShares Expanded Tech Sector ETF 0.0%
Value ($000) $47 Shares 540 Est. Cost $145.15 Unrealized
CNP Centerpoint Energy Inc 0.0%
Value ($000) $46 Shares 1,600 Est. Cost $26.86 Unrealized -0.7%
CI Cigna Holding Co 0.0%
Value ($000) $45 Shares 124 Est. Cost $197.24 Unrealized +61.1%
ENB Enbridge Inc 0.0%
Value ($000) $45 Shares 1,238 Est. Cost $29.47 Unrealized +7.0%
XLV Health Care Select Sector Spdr ETF 0.0%
Value ($000) $44 Shares 301 Est. Cost $142.81 Unrealized
MDT Medtronic Plc 0.0%
Value ($000) $44 Shares 505 Est. Cost $74.47 Unrealized +8.3%
KKR KKR & Co Inc 0.0%
Value ($000) $44 Shares 433 Est. Cost $67.69 Unrealized +34.4%
UMBF UMB Financial Corp 0.0%
Value ($000) $43 Shares 500 Est. Cost $81.27 Unrealized +0.1%
XLE Energy Select Sector Spdr Fund ETF 0.0%
Value ($000) $42 Shares 450 Est. Cost $79.02 Unrealized
OKE Oneok Inc 0.0%
Value ($000) $42 Shares 519 Est. Cost $49.62 Unrealized +34.5%
D Dominion Energy Inc 0.0%
Value ($000) $41 Shares 825 Est. Cost $62.13 Unrealized -31.4%
PIPR Piper Sandler Companies 0.0%
Value ($000) $40 Shares 203 Est. Cost $169.95 Unrealized +7.6%
GPC Genuine Parts Co 0.0%
Value ($000) $40 Shares 260 Est. Cost $123.13 Unrealized +11.7%
XLP Consumer Staples Select Sector Spdr Fund Etf 0.0%
Value ($000) $40 Shares 525 Est. Cost $75.79 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $40 Shares 200 Est. Cost $176.89 Unrealized +5.3%
VBK Vanguard Small-Cap Growth Index Fund 0.0%
Value ($000) $39 Shares 151 Est. Cost $258.23 Unrealized
IJS iShares S & P Small Cap 600 Value ETF 0.0%
Value ($000) $39 Shares 375 Est. Cost $104.62 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $39 Shares 1,300 Est. Cost $31.23 Unrealized -17.7%
UBER Uber Technologies Inc 0.0%
Value ($000) $38 Shares 500 Est. Cost $37.17 Unrealized +93.1%
CEG Constellation Energy Corp 0.0%
Value ($000) $38 Shares 208 Est. Cost $58.42 Unrealized +140.2%
GAMR Wedbush Video Game Tech ETF 0.0%
Value ($000) $38 Shares 649 Est. Cost $59.20 Unrealized
DON Wisdomtree Tr U S Midcap Divid Fund ETF 0.0%
Value ($000) $38 Shares 775 Est. Cost $43.81 Unrealized
VTV Vanguard Value Index Fund Etf 0.0%
Value ($000) $37 Shares 225 Est. Cost $162.86 Unrealized
IEV iShares Trust S & P Europe ETF 0.0%
Value ($000) $36 Shares 640 Est. Cost $55.67 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $34 Shares 400 Est. Cost $63.22 Unrealized +24.6%
NUE Nucor Corp 0.0%
Value ($000) $34 Shares 170 Est. Cost $102.52 Unrealized +72.9%
TFC Truist Financial Corporation 0.0%
Value ($000) $33 Shares 854 Est. Cost $32.53 Unrealized +2.6%
PLD Prologis Inc 0.0%
Value ($000) $33 Shares 250 Est. Cost $100.19 Unrealized +22.1%
EOG EOG Resources Inc 0.0%
Value ($000) $32 Shares 250 Est. Cost $109.65 Unrealized +0.7%
DES Wisdomtree Tr US Smallcap Div ETF 0.0%
Value ($000) $32 Shares 975 Est. Cost $33.07 Unrealized
USMV iShares MSCI USA Min Vol Factor ETF 0.0%
Value ($000) $31 Shares 373 Est. Cost $80.43 Unrealized
DOW Dow Inc 0.0%
Value ($000) $31 Shares 536 Est. Cost $45.00 Unrealized +8.8%
CHRW C H Robinson Worldwide Inc 0.0%
Value ($000) $31 Shares 405 Est. Cost $77.15 Unrealized -3.2%
ETR Entergy Corp 0.0%
Value ($000) $30 Shares 285 Est. Cost $45.23 Unrealized +5.4%
DLTR Dollar Tree Inc. 0.0%
Value ($000) $30 Shares 222 Est. Cost $123.47 Unrealized +11.5%
PRF Invesco Ftse Rafi US 1000 ETF 0.0%
Value ($000) $29 Shares 750 Est. Cost $60.12 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $29 Shares 600 Est. Cost $40.46 Unrealized 0.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $28 Shares 135 Est. Cost $143.19 Unrealized +26.0%
FAST Fastenal Co 0.0%
Value ($000) $28 Shares 358 Est. Cost $25.74 Unrealized +32.1%
CTVA Corteva Inc 0.0%
Value ($000) $27 Shares 475 Est. Cost $44.25 Unrealized +14.4%
SCHW Charles Schwab Corp 0.0%
Value ($000) $27 Shares 378 Est. Cost $66.03 Unrealized -2.7%
ED Consolidated Edison Inc 0.0%
Value ($000) $27 Shares 300 Est. Cost $87.29 Unrealized -3.6%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $26 Shares 325 Est. Cost $72.20 Unrealized +8.0%
CEF Sprott Physical Gold & Silver 0.0%
Value ($000) $25 Shares 1,247 Est. Cost $15.80 Unrealized
LHX L3Harris Technologies Inc 0.0%
Value ($000) $25 Shares 117 Est. Cost $200.08 Unrealized +1.1%
SPLV Invesco S&P 500 Low Volatility ETF 0.0%
Value ($000) $24 Shares 364 Est. Cost $64.76 Unrealized
GE General Electric Com 0.0%
Value ($000) $24 Shares 136 Est. Cost $47.56 Unrealized +144.8%
EXC Exelon Corp 0.0%
Value ($000) $24 Shares 630 Est. Cost $32.52 Unrealized +2.1%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $55.37 Unrealized
XLC Communication Services Select Sector Spdr ETF 0.0%
Value ($000) $22 Shares 275 Est. Cost $61.64 Unrealized
CTRA Coterra Energy 0.0%
Value ($000) $22 Shares 802 Est. Cost $22.80 Unrealized +5.3%
ASML ASML Holding Nv ADR 0.0%
Value ($000) $22 Shares 23 Est. Cost $649.27 Unrealized
MET Metlife Inc 0.0%
Value ($000) $22 Shares 300 Est. Cost $55.38 Unrealized +19.2%
AEE Ameren Corp 0.0%
Value ($000) $22 Shares 300 Est. Cost $78.68 Unrealized -14.9%
NFG National Fuel Gas Co 0.0%
Value ($000) $21 Shares 400 Est. Cost $53.16 Unrealized -7.0%
FIDU Fidelity MSCI Industrials Index ETF 0.0%
Value ($000) $20 Shares 300 Est. Cost $54.38 Unrealized
RY Royal Bank Of Canada 0.0%
Value ($000) $20 Shares 200 Est. Cost $98.69 Unrealized 0.0%
RUSHB Rush Enterprises Inc 0.0%
Value ($000) $20 Shares 375 Est. Cost $37.04 Unrealized +29.7%
Lam Research Corp 0.0%
Value ($000) $19 Shares 20 Est. Cost $701.64 Unrealized
IGV Ishares Expanded Tech-software Sector ETF 0.0%
Value ($000) $19 Shares 225 Est. Cost $134.03 Unrealized
XHS Spdr S&P Health Care Services ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $105.00 Unrealized
IYH iShares US Healthcare ETF 0.0%
Value ($000) $19 Shares 300 Est. Cost $109.52 Unrealized
PHYS Sprott Physical Gold Trust 0.0%
Value ($000) $18 Shares 1,031 Est. Cost $13.62 Unrealized
ESTC Elastic Nv 0.0%
Value ($000) $16 Shares 155 Est. Cost $103.39 Unrealized +11.5%
VTR Ventas Inc 0.0%
Value ($000) $15 Shares 350 Est. Cost $45.11 Unrealized -5.3%
TRV Travelers Companies Inc 0.0%
Value ($000) $15 Shares 65 Est. Cost $167.67 Unrealized +23.3%
WM Waste Management 0.0%
Value ($000) $15 Shares 70 Est. Cost $158.75 Unrealized +20.3%
EXR Extra Space Storage Inc 0.0%
Value ($000) $15 Shares 100 Est. Cost $167.31 Unrealized -19.9%
SYY Sysco Corp 0.0%
Value ($000) $15 Shares 181 Est. Cost $64.89 Unrealized +14.9%
MRVL Marvell Technology Group Ltd 0.0%
Value ($000) $14 Shares 200 Est. Cost $55.82 Unrealized +21.9%
DG Dollar General Corp 0.0%
Value ($000) $14 Shares 90 Est. Cost $136.46 Unrealized 0.0%
MFC Manulife Financial Corp 0.0%
Value ($000) $14 Shares 550 Est. Cost $19.36 Unrealized +18.7%
AZN Astrazeneca Plc ADR 0.0%
Value ($000) $14 Shares 200 Est. Cost $61.15 Unrealized
Blackrock Ltd Duration Income Trust ETF 0.0%
Value ($000) $13 Shares 918 Est. Cost $14.02 Unrealized
TM Toyota Motor Corp 0.0%
Value ($000) $13 Shares 50 Est. Cost $180.00 Unrealized
IUSV Ishares Core S&P US Value ETF 0.0%
Value ($000) $13 Shares 139 Est. Cost $84.33 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $12 Shares 660 Est. Cost $14.79 Unrealized +8.1%
EVRG Evergy Inc 0.0%
Value ($000) $12 Shares 226 Est. Cost $54.86 Unrealized -14.1%
KVUE Kenvue Inc 0.0%
Value ($000) $12 Shares 562 Est. Cost $21.04 Unrealized -10.4%
IVW Ishares Trust S&P 500/Barra Growth ETF 0.0%
Value ($000) $12 Shares 142 Est. Cost $70.48 Unrealized
J Jacobs Engineering Group Inc 0.0%
Value ($000) $12 Shares 75 Est. Cost $100.68 Unrealized +14.5%
ITOT Ishares Trust S & P 1500 Total US Stock Market Etf 0.0%
Value ($000) $12 Shares 100 Est. Cost $105.23 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $11 Shares 56 Est. Cost $196.43 Unrealized
IWP iShares Russell Mid Cap Growth ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $120.00 Unrealized
KHC Kraft Heinz 0.0%
Value ($000) $11 Shares 300 Est. Cost $32.35 Unrealized +1.4%
VT Vanguard Total World Stock Index Fund ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $105.00 Unrealized
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $53.92 Unrealized +1.9%
XYZ Block Inc 0.0%
Value ($000) $11 Shares 128 Est. Cost $84.46 Unrealized -14.4%
MMM 3M 0.0%
Value ($000) $11 Shares 100 Est. Cost $124.42 Unrealized -36.3%
CCI Crown Castle International Corp 0.0%
Value ($000) $11 Shares 100 Est. Cost $137.69 Unrealized -29.0%
KNSL Kinsale Capital Group Inc 0.0%
Value ($000) $10 Shares 20 Est. Cost $262.56 Unrealized +71.6%
TSLA Tesla Inc 0.0%
Value ($000) $10 Shares 57 Est. Cost $277.17 Unrealized -29.5%
DHR Danaher Corp 0.0%
Value ($000) $10 Shares 40 Est. Cost $254.77 Unrealized -5.2%
NOW Servicenow Inc 0.0%
Value ($000) $10 Shares 13 Est. Cost $119.96 Unrealized +26.3%
TIP iShares TIPS Bond ETF 0.0%
Value ($000) $10 Shares 92 Est. Cost $130.43 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $10 Shares 250 Est. Cost $34.65 Unrealized -1.5%
CPT Camden Property Trust Reit 0.0%
Value ($000) $10 Shares 100 Est. Cost $142.35 Unrealized -36.9%
XLY Consumer Discretionary Select Sector ETF 0.0%
Value ($000) $9 Shares 50 Est. Cost $200.00 Unrealized
GM General Motors Co Corp 0.0%
Value ($000) $9 Shares 200 Est. Cost $56.36 Unrealized -32.6%
IYR iShares US Real Estate ETF 0.0%
Value ($000) $9 Shares 100 Est. Cost $118.64 Unrealized
ARKB ARK 21shares Bitcoin ETF 0.0%
Value ($000) $9 Shares 125 Est. Cost $70.98 Unrealized
VCSH Vanguard Scottsdale Fds Vanguard ST Corp Bd Index ETF 0.0%
Value ($000) $9 Shares 112 Est. Cost $80.36 Unrealized
OEF Ishares S&P 100 Index Fund ETF 0.0%
Value ($000) $8 Shares 34 Est. Cost $223.38 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $93.80 Unrealized -26.1%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $8 Shares 30 Est. Cost $300.00 Unrealized
SCHF Schwab Strategic Tr Intl Equity ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.41 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $8 Shares 12 Est. Cost $601.47 Unrealized +5.0%
WMB Williams Companies 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.77 Unrealized +28.0%
CUZ Cousins Properties Inc Reit 0.0%
Value ($000) $7 Shares 309 Est. Cost $22.80 Unrealized
Invesco Bulletshares 2024 Corporate Bond ETF 0.0%
Value ($000) $7 Shares 324 Est. Cost $20.57 Unrealized
JCI Johnson Controls International Plc 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.67 Unrealized -3.5%
ECL Ecolab Inc 0.0%
Value ($000) $6 Shares 28 Est. Cost $204.81 Unrealized +1.5%
BK Bank New York Mellon Corp 0.0%
Value ($000) $6 Shares 111 Est. Cost $51.03 Unrealized +3.2%
VXUS Vanguard Total International Stock Index ETF 0.0%
Value ($000) $6 Shares 105 Est. Cost $62.80 Unrealized
GBTC Grayscale Bitcoin Investment Trust 0.0%
Value ($000) $6 Shares 100 Est. Cost $63.17 Unrealized
BKAG Bny Mellon Etf Trust Core Bond 0.0%
Value ($000) $6 Shares 148 Est. Cost $41.87 Unrealized
SYLD Cambria Shareholder Yield ETF 0.0%
Value ($000) $6 Shares 77 Est. Cost $67.57 Unrealized
AHRT Armada Hoffler Properties Inc 0.0%
Value ($000) $5 Shares 500 Est. Cost $15.48 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.38 Unrealized -13.6%
JEPI JPMORGAN Equity Premium Income ETF 0.0%
Value ($000) $5 Shares 86 Est. Cost $54.98 Unrealized
MDC Holdings Inc 0.0%
Value ($000) $5 Shares 72 Est. Cost $55.25 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $4 Shares 30 Est. Cost $102.83 Unrealized +28.2%
NLOP Net Lease Office Properties Corp 0.0%
Value ($000) $4 Shares 187 Est. Cost $18.48 Unrealized
STLA Stellantis NV Corp 0.0%
Value ($000) $4 Shares 154 Est. Cost $23.34 Unrealized
LEN Lennar Corp A 0.0%
Value ($000) $4 Shares 25 Est. Cost $116.88 Unrealized +25.1%
IVV iShares S & P 500 Core ETF 0.0%
Value ($000) $4 Shares 8 Est. Cost $427.39 Unrealized
APPN Appian Corp 0.0%
Value ($000) $4 Shares 105 Est. Cost $83.11 Unrealized -58.3%
KLAC KLA Corp 0.0%
Value ($000) $4 Shares 6 Est. Cost $510.90 Unrealized +23.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $4 Shares 34 Est. Cost $86.63 Unrealized +13.8%
MAA Mid-America Apartment Communities Reit 0.0%
Value ($000) $4 Shares 30 Est. Cost $135.38 Unrealized -10.8%
PSTG Pure Storage Inc 0.0%
Value ($000) $4 Shares 75 Est. Cost $37.08 Unrealized +20.4%
SHOP Shopify INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $54.35 Unrealized +45.4%
AMLP Alerian MLP ETF 0.0%
Value ($000) $4 Shares 81 Est. Cost $42.52 Unrealized
ESS Tech Inc 0.0%
Value ($000) $4 Shares 5,000 Est. Cost $2.10 Unrealized
INVH Invitation Homes Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.05 Unrealized -12.6%
WD Walker & Dunlop Inc. 0.0%
Value ($000) $4 Shares 35 Est. Cost $101.15 Unrealized -10.5%
OZK Bank Ozark 0.0%
Value ($000) $4 Shares 77 Est. Cost $37.83 Unrealized +9.5%
CGNX Cognex Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $78.45 Unrealized -51.1%
PEGA Pegasystems INC 0.0%
Value ($000) $3 Shares 52 Est. Cost $59.21 Unrealized -52.6%
EPR EPR Properties REIT Corp 0.0%
Value ($000) $3 Shares 75 Est. Cost $41.55 Unrealized
BN Brookfield Corp 0.0%
Value ($000) $3 Shares 75 Est. Cost $22.16 Unrealized +20.2%
FSLY Fastly INC 0.0%
Value ($000) $3 Shares 240 Est. Cost $43.48 Unrealized -61.1%
TER Teradyne Inc 0.0%
Value ($000) $3 Shares 27 Est. Cost $138.21 Unrealized -25.2%
AOS A O Smith Corp 0.0%
Value ($000) $3 Shares 34 Est. Cost $71.01 Unrealized +12.3%
Super Micro Computer Inc 0.0%
Value ($000) $3 Shares 3 Est. Cost $1010.00 Unrealized
SCHP Schwab US Tips ETF 0.0%
Value ($000) $3 Shares 58 Est. Cost $52.16 Unrealized
ROKU Roku INC 0.0%
Value ($000) $3 Shares 45 Est. Cost $99.13 Unrealized -21.5%
BHP BHP Billiton Ltd Sponsored ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $62.99 Unrealized
SAH Sonic Automotive Inc Cl A 0.0%
Value ($000) $3 Shares 50 Est. Cost $49.23 Unrealized +7.6%
RIVN Rivian Automotive Inc CL A 0.0%
Value ($000) $3 Shares 250 Est. Cost $31.23 Unrealized -53.9%
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $2 Shares 57 Est. Cost $17.54 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.72 Unrealized +9.3%
VEEV Veeva Systems INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $199.77 Unrealized +8.0%
Cel-Sci Corp 0.0%
Value ($000) $2 Shares 1,040 Est. Cost $6.73 Unrealized
ZS Zscaler Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $314.89 Unrealized -29.0%
ALV Autoliv Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $94.70 Unrealized +13.0%
CHWY Chewy Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $28.60 Unrealized -37.2%
CEVA Ceva Inc. 0.0%
Value ($000) $2 Shares 70 Est. Cost $44.66 Unrealized -51.1%
RBLX Roblox Corp 0.0%
Value ($000) $1 Shares 35 Est. Cost $40.58 Unrealized 0.0%
SEDG Solaredge Technologies INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $296.95 Unrealized -75.7%
PINS Pinterest Inc. 0.0%
Value ($000) $1 Shares 35 Est. Cost $44.44 Unrealized -18.2%
DCBO Docebo, Inc. 0.0%
Value ($000) $1 Shares 21 Est. Cost $71.94 Unrealized -33.3%
GEHC Ge Healthcare Technologies Inc 0.0%
Value ($000) $1 Shares 11 Est. Cost $71.08 Unrealized +16.7%
SPT Sprout Social Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $113.33 Unrealized -46.4%
EMXC iShares MSCI Emerging Markets ex China ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $57.56 Unrealized
DOCN Digitalocean Holdings INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $93.61 Unrealized -60.3%
DOCS Doximity INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $39.37 Unrealized -27.6%
GSHD Goosehead Insurance Inc. 0.0%
Value ($000) $1 Shares 12 Est. Cost $143.48 Unrealized -46.7%
SMMD iShares Russell 2500 ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $65.58 Unrealized
LMND Lemonade Inc. 0.0%
Value ($000) $1 Shares 46 Est. Cost $56.20 Unrealized -70.1%
Calliditas Therapeutics AB 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
PUBM Pubmatic Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $32.58 Unrealized -45.0%
FLGT Fulgent Genetics Inc. 0.0%
Value ($000) $1 Shares 31 Est. Cost $87.89 Unrealized -71.7%
LOB Live Oak Bancshares Inc. 0.0%
Value ($000) $1 Shares 16 Est. Cost $83.26 Unrealized -52.2%
BKLN Invesco Capital Management LLC Senior Loan Etf 0.0%
Value ($000) $1 Shares 31 Est. Cost $21.16 Unrealized
CASY Caseys General Stores 0.0%
Value ($000) $1 Shares 2 Est. Cost $188.50 Unrealized +53.5%
UPST Upstart Holdings Inc. 0.0%
Value ($000) $1 Shares 22 Est. Cost $249.80 Unrealized -88.2%
BOC Boston Omaha Corp 0.0%
Value ($000) $1 Shares 37 Est. Cost $32.64 Unrealized -51.8%
QS Quantumscape Corp 0.0%
Value ($000) $1 Shares 90 Est. Cost $10.72 Unrealized -37.3%
INMD Inmode Ltd Corp 0.0%
Value ($000) $1 Shares 26 Est. Cost $80.21 Unrealized -72.1%
CRNC Cerence Inc 0.0%
Value ($000) $1 Shares 34 Est. Cost $88.18 Unrealized -80.8%
LAC Lithium Americas Corp 0.0%
Value ($000) $1 Shares 75 Est. Cost $7.45 Unrealized -30.2%
BSJO Invesco Bulletshares 2024 Hi Yld Corp Bd ETF 0.0%
Value ($000) $1 Shares 22 Est. Cost $22.48 Unrealized
BSJS Invesco Bulletshares 2028 Hi Yld Corp Bd ETF 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.99 Unrealized
EMLC Vaneck Etf Trust J.P. Morgan Em Local Currency Bond 0.0%
Value ($000) $0 Shares 20 Est. Cost $24.50 Unrealized
BSCS Invesco Bulletshares 2028 Corporate Bond ETF 0.0%
Value ($000) $0 Shares 24 Est. Cost $19.74 Unrealized
CSTL Castle Biosciences Inc. 0.0%
Value ($000) $0 Shares 19 Est. Cost $52.25 Unrealized -58.4%
DAVA Endava Plc Ads 0.0%
Value ($000) $0 Shares 11 Est. Cost $181.82 Unrealized
Lithium Amers Corp 0.0%
Value ($000) $0 Shares 75 Est. Cost $6.32 Unrealized
TDOC Teladoc Health Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $119.52 Unrealized -84.8%
WTPI Wisdomtree Trust Putwrite Strategy Fund 0.0%
Value ($000) $0 Shares 9 Est. Cost $33.33 Unrealized
PBP Invesco S&P 500 BuyWrite ETF 0.0%
Value ($000) $0 Shares 13 Est. Cost $22.46 Unrealized
SMLR Semler Scientific Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.75 Unrealized +16.7%
CMPS Compass Pathways Plc ADR 0.0%
Value ($000) $0 Shares 30 Est. Cost $33.33 Unrealized
FVRR Fiverr International Ltd 0.0%
Value ($000) $0 Shares 10 Est. Cost $156.01 Unrealized -83.9%
EMB iShares JPMorgan USD Emerging Markets Bond ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $89.50 Unrealized
Stem Inc 0.0%
Value ($000) $0 Shares 55 Est. Cost $18.18 Unrealized
Outset Medical, Inc. 0.0%
Value ($000) $0 Shares 23 Est. Cost $43.48 Unrealized