Guardian Wealth Management, Inc. Diversified Active

CIK: 0001910205 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $88,348 (100.0% shares, 0.0% debt)

Holdings (244)

AZO AUTOZONE INC COM 4.0%
Value ($000) $3,517 Shares 1,642 Est. Cost $1874.63 Unrealized +16.2%
ABBV ABBVIE INC COM 3.9%
Value ($000) $3,428 Shares 25,539 Est. Cost $104.27 Unrealized +21.9%
ARISTA NETWORKS INC COM 3.0%
Value ($000) $2,628 Shares 23,280 Est. Cost $137.74 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 2.9%
Value ($000) $2,523 Shares 21,496 Est. Cost $121.30 Unrealized -4.6%
ABT ABBOTT LABS COM 2.8%
Value ($000) $2,476 Shares 25,589 Est. Cost $118.18 Unrealized -15.4%
LKQ LKQ CORP COM 2.6%
Value ($000) $2,274 Shares 48,232 Est. Cost $50.50 Unrealized -5.4%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 2.6%
Value ($000) $2,263 Shares 55,355 Est. Cost $60.14 Unrealized
WM WASTE MGMT INC DEL COM 2.5%
Value ($000) $2,210 Shares 13,792 Est. Cost $150.57 Unrealized +3.9%
PEP PEPSICO INC COM 2.5%
Value ($000) $2,189 Shares 13,406 Est. Cost $144.10 Unrealized +7.2%
BRIGHAM MINERALS INC CL A COM 2.4%
Value ($000) $2,082 Shares 84,411 Est. Cost $22.02 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 2.2%
Value ($000) $1,977 Shares 7,685 Est. Cost $340.17 Unrealized -19.2%
CHKP CHECK POINT SOFTWARE TECH LTD ORD 2.2%
Value ($000) $1,933 Shares 17,259 Est. Cost $117.52 Unrealized +2.9%
NNI NELNET INC CL A 2.2%
Value ($000) $1,932 Shares 24,393 Est. Cost $87.72 Unrealized -0.8%
COP CONOCOPHILLIPS COM 2.1%
Value ($000) $1,885 Shares 18,419 Est. Cost $66.55 Unrealized +32.5%
JNJ JOHNSON & JOHNSON COM 2.1%
Value ($000) $1,864 Shares 11,410 Est. Cost $146.88 Unrealized +4.1%
PG PROCTER AND GAMBLE CO COM 2.0%
Value ($000) $1,753 Shares 13,882 Est. Cost $134.42 Unrealized -2.9%
APO APOLLO GLOBAL MGMT INC COM 2.0%
Value ($000) $1,733 Shares 37,268 Est. Cost $64.67 Unrealized -20.1%
KKR KKR & CO INC COM 1.9%
Value ($000) $1,707 Shares 39,701 Est. Cost $71.22 Unrealized -31.0%
VRSN VERISIGN INC COM 1.9%
Value ($000) $1,690 Shares 9,730 Est. Cost $225.75 Unrealized -18.8%
TXN TEXAS INSTRS INC COM 1.8%
Value ($000) $1,564 Shares 10,106 Est. Cost $168.68 Unrealized -10.1%
KMB KIMBERLY-CLARK CORP COM 1.7%
Value ($000) $1,478 Shares 13,137 Est. Cost $115.18 Unrealized -0.7%
LLY LILLY ELI & CO COM 1.7%
Value ($000) $1,470 Shares 4,547 Est. Cost $251.52 Unrealized +22.5%
LMT LOCKHEED MARTIN CORP COM 1.7%
Value ($000) $1,463 Shares 3,788 Est. Cost $308.96 Unrealized +23.2%
OMC OMNICOM GROUP INC COM 1.6%
Value ($000) $1,424 Shares 22,576 Est. Cost $62.22 Unrealized -3.1%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 1.6%
Value ($000) $1,419 Shares 37,630 Est. Cost $48.83 Unrealized
BERRY GLOBAL GROUP INC COM 1.6%
Value ($000) $1,389 Shares 29,856 Est. Cost $54.63 Unrealized
RVTY PERKINELMER INC COM 1.6%
Value ($000) $1,374 Shares 11,418 Est. Cost $176.70 Unrealized -20.9%
RPC P10 INC COM CL A 1.5%
Value ($000) $1,285 Shares 122,194 Est. Cost $12.30 Unrealized -3.0%
STAG STAG INDL INC COM 1.4%
Value ($000) $1,218 Shares 42,837 Est. Cost $46.29 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 1.4%
Value ($000) $1,207 Shares 28,736 Est. Cost $86.00 Unrealized
PINS PINTEREST INC CL A 1.4%
Value ($000) $1,196 Shares 51,332 Est. Cost $26.95 Unrealized -18.6%
AYI ACUITY BRANDS INC COM 1.4%
Value ($000) $1,194 Shares 7,580 Est. Cost $199.69 Unrealized -16.1%
PSX PHILLIPS 66 COM 1.3%
Value ($000) $1,180 Shares 14,620 Est. Cost $65.04 Unrealized +15.9%
LABORATORY CORP AMER HLDGS COM NEW 1.3%
Value ($000) $1,147 Shares 5,601 Est. Cost $311.18 Unrealized
FRPH FRP HLDGS INC COM 1.3%
Value ($000) $1,142 Shares 21,005 Est. Cost $28.78 Unrealized +1.2%
DIS DISNEY WALT CO COM 1.2%
Value ($000) $1,086 Shares 11,512 Est. Cost $152.64 Unrealized -31.5%
MDT MEDTRONIC PLC SHS 1.2%
Value ($000) $1,052 Shares 13,029 Est. Cost $101.02 Unrealized -20.0%
AEP AMERICAN ELEC PWR CO INC COM 1.2%
Value ($000) $1,042 Shares 12,059 Est. Cost $72.64 Unrealized +19.9%
MA MASTERCARD INCORPORATED CL A 1.1%
Value ($000) $1,015 Shares 3,570 Est. Cost $337.84 Unrealized -3.7%
UNILEVER PLC SPON ADR NEW 1.1%
Value ($000) $1,003 Shares 22,875 Est. Cost $51.51 Unrealized
HANESBRANDS INC COM 1.1%
Value ($000) $987 Shares 141,747 Est. Cost $16.22 Unrealized
CL COLGATE PALMOLIVE CO COM 1.1%
Value ($000) $980 Shares 13,945 Est. Cost $71.15 Unrealized +1.8%
LCUT LIFETIME BRANDS INC COM 1.0%
Value ($000) $916 Shares 135,252 Est. Cost $10.51 Unrealized -19.5%
MCFT MASTERCRAFT BOAT HLDGS INC COM 0.9%
Value ($000) $801 Shares 42,484 Est. Cost $26.61 Unrealized -13.6%
AAPL APPLE INC COM 0.9%
Value ($000) $796 Shares 5,757 Est. Cost $154.68 Unrealized -0.3%
MPT MEDICAL PPTYS TRUST INC COM 0.9%
Value ($000) $767 Shares 64,651 Est. Cost $22.48 Unrealized
MMM 3M CO COM 0.8%
Value ($000) $733 Shares 6,632 Est. Cost $124.36 Unrealized -22.5%
WBD WARNER BROS DISCOVERY INC COM SER A 0.8%
Value ($000) $728 Shares 63,334 Est. Cost $18.55 Unrealized -26.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.8%
Value ($000) $713 Shares 8,366 Est. Cost $135.60 Unrealized -32.1%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.8%
Value ($000) $689 Shares 4,776 Est. Cost $163.68 Unrealized -6.5%
AZN ASTRAZENECA PLC SPONSORED ADR 0.7%
Value ($000) $604 Shares 11,016 Est. Cost $58.38 Unrealized
EMN EASTMAN CHEM CO COM 0.7%
Value ($000) $592 Shares 8,329 Est. Cost $95.16 Unrealized -17.4%
WFC WELLS FARGO CO NEW COM 0.6%
Value ($000) $535 Shares 13,301 Est. Cost $44.41 Unrealized -11.3%
MHK MOHAWK INDS INC COM 0.6%
Value ($000) $517 Shares 5,669 Est. Cost $170.22 Unrealized -31.8%
EIX EDISON INTL COM 0.5%
Value ($000) $460 Shares 8,137 Est. Cost $54.69 Unrealized +3.7%
NWN NORTHWEST NAT HLDG CO COM 0.4%
Value ($000) $359 Shares 8,282 Est. Cost $48.52 Unrealized +4.5%
GRMN GARMIN LTD SHS 0.3%
Value ($000) $305 Shares 3,794 Est. Cost $130.90 Unrealized -33.0%
MSFT MICROSOFT CORP COM 0.3%
Value ($000) $299 Shares 1,285 Est. Cost $313.41 Unrealized -18.0%
HBAN HUNTINGTON BANCSHARES INC COM 0.3%
Value ($000) $286 Shares 21,731 Est. Cost $13.03 Unrealized -12.4%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.3%
Value ($000) $282 Shares 10,022 Est. Cost $38.89 Unrealized
GPC GENUINE PARTS CO COM 0.3%
Value ($000) $280 Shares 1,872 Est. Cost $117.97 Unrealized +16.5%
PINE ALPINE INCOME PPTY TR INC COM 0.3%
Value ($000) $277 Shares 17,076 Est. Cost $18.68 Unrealized
POLISHED COM INC COM 0.3%
Value ($000) $267 Shares 513,077 Est. Cost $1.87 Unrealized
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $251 Shares 1,804 Est. Cost $164.29 Unrealized -9.3%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $251 Shares 766 Est. Cost $415.69 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $231 Shares 3,477 Est. Cost $80.88 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.3%
Value ($000) $230 Shares 10,249 Est. Cost $29.65 Unrealized
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $228 Shares 4,065 Est. Cost $78.40 Unrealized
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 0.3%
Value ($000) $226 Shares 4,192 Est. Cost $65.93 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $221 Shares 1,347 Est. Cost $186.99 Unrealized -7.9%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $201 Shares 5,308 Est. Cost $75.28 Unrealized
JCTC JEWETT CAMERON TRADING LTD COM NEW 0.2%
Value ($000) $195 Shares 36,712 Est. Cost $8.40 Unrealized -25.9%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.2%
Value ($000) $189 Shares 2,566 Est. Cost $86.14 Unrealized
BUNGE LIMITED COM 0.2%
Value ($000) $173 Shares 2,100 Est. Cost $110.93 Unrealized
BSM BLACK STONE MINERALS L P COM UNIT 0.2%
Value ($000) $163 Shares 10,404 Est. Cost $10.42 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $151 Shares 2,018 Est. Cost $80.04 Unrealized
CSCO CISCO SYS INC COM 0.2%
Value ($000) $145 Shares 3,635 Est. Cost $50.47 Unrealized -20.6%
AIVL WISDOMTREE U.S. AI ENHANCED VALUE FUND 0.2%
Value ($000) $136 Shares 1,670 Est. Cost $101.44 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $127 Shares 1,320 Est. Cost $112.04 Unrealized -1.1%
BLV VANGUARD LONG-TERM BOND ETF 0.1%
Value ($000) $125 Shares 1,738 Est. Cost $98.99 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $120 Shares 3,163 Est. Cost $40.43 Unrealized -11.5%
SON SONOCO PRODS CO COM 0.1%
Value ($000) $114 Shares 2,016 Est. Cost $51.08 Unrealized +5.4%
KBE SPDR S&P BANK ETF 0.1%
Value ($000) $91 Shares 2,058 Est. Cost $54.45 Unrealized
ESQ ESQUIRE FINL HLDGS INC COM 0.1%
Value ($000) $88 Shares 2,333 Est. Cost $31.12 Unrealized +15.5%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $83 Shares 697 Est. Cost $174.35 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $82 Shares 940 Est. Cost $66.10 Unrealized +23.1%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $79 Shares 370 Est. Cost $185.25 Unrealized +13.8%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $78 Shares 468 Est. Cost $185.07 Unrealized -12.4%
HUBB HUBBELL INC COM 0.1%
Value ($000) $74 Shares 333 Est. Cost $187.22 Unrealized +6.8%
KO COCA COLA CO COM 0.1%
Value ($000) $74 Shares 1,327 Est. Cost $49.18 Unrealized +14.0%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $72 Shares 685 Est. Cost $147.83 Unrealized -28.5%
SAMG SILVERCREST ASSET MGMT GROUP I CL A 0.1%
Value ($000) $70 Shares 4,296 Est. Cost $16.21 Unrealized +10.0%
KLAC KLA CORP COM NEW 0.1%
Value ($000) $68 Shares 224 Est. Cost $369.50 Unrealized -9.4%
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.1%
Value ($000) $67 Shares 1,915 Est. Cost $48.85 Unrealized
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.1%
Value ($000) $64 Shares 1,603 Est. Cost $55.18 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $64 Shares 127 Est. Cost $422.19 Unrealized +17.3%
SR SPIRE INC COM 0.1%
Value ($000) $63 Shares 1,014 Est. Cost $65.56 Unrealized
BUR BURFORD CAP LTD ORD SHS 0.1%
Value ($000) $60 Shares 8,025 Est. Cost $9.96 Unrealized -7.4%
BCE BCE INC COM NEW 0.1%
Value ($000) $55 Shares 1,302 Est. Cost $38.02 Unrealized -1.0%
PFE PFIZER INC COM 0.1%
Value ($000) $55 Shares 1,247 Est. Cost $40.23 Unrealized +0.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $52 Shares 230 Est. Cost $185.15 Unrealized +17.7%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $52 Shares 525 Est. Cost $111.56 Unrealized
SNY SANOFI SPONSORED ADR 0.1%
Value ($000) $51 Shares 1,345 Est. Cost $50.11 Unrealized
GIS GENERAL MLS INC COM 0.1%
Value ($000) $51 Shares 662 Est. Cost $55.25 Unrealized +22.7%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.1%
Value ($000) $50 Shares 1,400 Est. Cost $37.21 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value ($000) $50 Shares 1,185 Est. Cost $84.22 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $49 Shares 176 Est. Cost $343.18 Unrealized -21.1%
INTC INTEL CORP COM 0.1%
Value ($000) $48 Shares 1,879 Est. Cost $47.29 Unrealized -31.7%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $48 Shares 267 Est. Cost $210.30 Unrealized -13.6%
DEO DIAGEO PLC SPON ADR NEW 0.1%
Value ($000) $48 Shares 281 Est. Cost $220.64 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.1%
Value ($000) $47 Shares 880 Est. Cost $84.69 Unrealized -23.8%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $46 Shares 479 Est. Cost $80.49 Unrealized +8.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $45 Shares 170 Est. Cost $286.41 Unrealized -0.6%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $44 Shares 304 Est. Cost $150.02 Unrealized -5.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $43 Shares 339 Est. Cost $161.76 Unrealized
VONV VANGUARD RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $43 Shares 717 Est. Cost $73.24 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $42 Shares 169 Est. Cost $319.15 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $38 Shares 508 Est. Cost $97.22 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $37 Shares 468 Est. Cost $77.35 Unrealized -0.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $37 Shares 515 Est. Cost $49.23 Unrealized +26.5%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $37 Shares 607 Est. Cost $79.73 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value ($000) $35 Shares 247 Est. Cost $163.93 Unrealized
T AT&T INC COM 0.0%
Value ($000) $33 Shares 2,127 Est. Cost $14.67 Unrealized +2.8%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $30 Shares 99 Est. Cost $441.83 Unrealized -21.3%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $30 Shares 184 Est. Cost $174.98 Unrealized -8.3%
SCHO SCHWAB SHORT-TERM US TREASURY ETF 0.0%
Value ($000) $30 Shares 625 Est. Cost $49.27 Unrealized
PKBK PARKE BANCORP INC COM 0.0%
Value ($000) $29 Shares 1,389 Est. Cost $18.71 Unrealized +3.7%
FIRST TR ENERGY INCOME & GROWT COM 0.0%
Value ($000) $27 Shares 1,829 Est. Cost $14.07 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $26 Shares 929 Est. Cost $40.90 Unrealized
WINA WINMARK CORP COM 0.0%
Value ($000) $24 Shares 112 Est. Cost $242.05 Unrealized -10.3%
EMBC EMBECTA CORP COMMON STOCK 0.0%
Value ($000) $24 Shares 836 Est. Cost $25.42 Unrealized +2.9%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $24 Shares 163 Est. Cost $173.90 Unrealized -18.3%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $24 Shares 853 Est. Cost $25.03 Unrealized +13.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $22 Shares 302 Est. Cost $54.73 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $21 Shares 910 Est. Cost $23.08 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $20 Shares 681 Est. Cost $43.12 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 0.0%
Value ($000) $19 Shares 212 Est. Cost $112.02 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $18 Shares 217 Est. Cost $102.21 Unrealized -23.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $17 Shares 316 Est. Cost $69.86 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $17 Shares 592 Est. Cost $22.79 Unrealized +22.4%
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $17 Shares 401 Est. Cost $51.61 Unrealized -8.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $16 Shares 120 Est. Cost $155.46 Unrealized -14.2%
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value ($000) $16 Shares 310 Est. Cost $65.61 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $16 Shares 57 Est. Cost $427.35 Unrealized -27.4%
HNI HNI CORP COM 0.0%
Value ($000) $15 Shares 560 Est. Cost $40.06 Unrealized -17.2%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 491 Est. Cost $35.37 Unrealized
HYD VANECK HIGH YIELD MUNI ETF 0.0%
Value ($000) $15 Shares 301 Est. Cost $61.31 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $15 Shares 130 Est. Cost $146.06 Unrealized -13.0%
PSTL POSTAL REALTY TRUST INC CL A 0.0%
Value ($000) $14 Shares 950 Est. Cost $14.74 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 196 Est. Cost $86.73 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $14 Shares 115 Est. Cost $121.74 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $13 Shares 116 Est. Cost $142.78 Unrealized -19.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $12 Shares 225 Est. Cost $73.17 Unrealized -24.4%
HP HELMERICH & PAYNE INC COM 0.0%
Value ($000) $12 Shares 325 Est. Cost $28.49 Unrealized +47.7%
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $12 Shares 230 Est. Cost $30.32 Unrealized +42.4%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $11 Shares 75 Est. Cost $97.08 Unrealized +36.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $11 Shares 275 Est. Cost $48.73 Unrealized -19.5%
BX BLACKSTONE INC COM 0.0%
Value ($000) $10 Shares 118 Est. Cost $115.78 Unrealized -24.6%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $10 Shares 96 Est. Cost $168.65 Unrealized -39.7%
MAA MID-AMER APT CMNTYS INC COM 0.0%
Value ($000) $10 Shares 65 Est. Cost $178.10 Unrealized -15.2%
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $10 Shares 85 Est. Cost $117.15 Unrealized 0.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $10 Shares 171 Est. Cost $88.90 Unrealized -21.1%
PLYM PLYMOUTH INDL REIT INC COM 0.0%
Value ($000) $9 Shares 550 Est. Cost $16.36 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $9 Shares 47 Est. Cost $234.04 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $9 Shares 92 Est. Cost $110.77 Unrealized -0.6%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $9 Shares 311 Est. Cost $28.94 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $8 Shares 58 Est. Cost $174.79 Unrealized
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $8 Shares 195 Est. Cost $41.03 Unrealized
ELV ELEVANCE HEALTH INC COM 0.0%
Value ($000) $8 Shares 17 Est. Cost $455.29 Unrealized 0.0%
APPS DIGITAL TURBINE INC COM NEW 0.0%
Value ($000) $8 Shares 580 Est. Cost $62.10 Unrealized -69.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $8 Shares 96 Est. Cost $93.75 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $8 Shares 115 Est. Cost $78.26 Unrealized
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $8 Shares 131 Est. Cost $87.33 Unrealized -23.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $8 Shares 47 Est. Cost $216.39 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $8 Shares 149 Est. Cost $77.84 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $7 Shares 107 Est. Cost $54.72 Unrealized +22.3%
CTVA CORTEVA INC COM 0.0%
Value ($000) $7 Shares 121 Est. Cost $43.54 Unrealized +29.0%
BLACKROCK INC COM 0.0%
Value ($000) $6 Shares 10 Est. Cost $900.00 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $6 Shares 25 Est. Cost $232.01 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $6 Shares 121 Est. Cost $29.21 Unrealized -23.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $6 Shares 73 Est. Cost $79.32 Unrealized +5.7%
DOW DOW INC COM 0.0%
Value ($000) $6 Shares 126 Est. Cost $45.04 Unrealized -7.9%
KIMBALL INTL INC CL B 0.0%
Value ($000) $6 Shares 902 Est. Cost $10.23 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $6 Shares 128 Est. Cost $76.97 Unrealized -25.2%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 164 Est. Cost $28.70 Unrealized
HLN HALEON PLC SPON ADS 0.0%
Value ($000) $5 Shares 771 Est. Cost $6.49 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $5 Shares 42 Est. Cost $145.69 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $5 Shares 29 Est. Cost $218.42 Unrealized -16.5%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $5 Shares 41 Est. Cost $146.34 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.00 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $282.83 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $4 Shares 122 Est. Cost $32.79 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $50.14 Unrealized +7.4%
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $4 Shares 68 Est. Cost $47.49 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $4 Shares 91 Est. Cost $66.42 Unrealized
NVRI HARSCO CORP COM 0.0%
Value ($000) $4 Shares 1,180 Est. Cost $16.12 Unrealized -65.6%
CUZ COUSINS PPTYS INC COM NEW 0.0%
Value ($000) $4 Shares 171 Est. Cost $23.39 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $4 Shares 270 Est. Cost $20.14 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $3 Shares 280 Est. Cost $14.10 Unrealized -22.9%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.05 Unrealized -6.9%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $3 Shares 95 Est. Cost $41.02 Unrealized -25.4%
PII POLARIS INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $117.80 Unrealized -4.8%
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $3 Shares 101 Est. Cost $30.00 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $3 Shares 31 Est. Cost $79.00 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $3 Shares 21 Est. Cost $142.86 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $3 Shares 7 Est. Cost $428.57 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $163.59 Unrealized +25.5%
AFL AFLAC INC COM 0.0%
Value ($000) $3 Shares 48 Est. Cost $55.27 Unrealized -1.3%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $2 Shares 75 Est. Cost $43.29 Unrealized -23.6%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $131.47 Unrealized -5.6%
EXC EXELON CORP COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $32.65 Unrealized +19.6%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $127.43 Unrealized -0.8%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $50.95 Unrealized -26.2%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $47.25 Unrealized +51.9%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $78.43 Unrealized -11.7%
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $1 Shares 230 Est. Cost $8.69 Unrealized -40.9%
CCJ CAMECO CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $23.92 Unrealized +5.9%
FND FLOOR & DECOR HLDGS INC CL A 0.0%
Value ($000) $1 Shares 12 Est. Cost $101.29 Unrealized -20.7%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $1 Shares 31 Est. Cost $60.61 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $240.89 Unrealized -57.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $1 Shares 10 Est. Cost $77.74 Unrealized +14.1%
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $26.42 Unrealized -40.2%
WING WINGSTOP INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $141.78 Unrealized -15.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $71.63 Unrealized
SLB SCHLUMBERGER LTD COM STK 0.0%
Value ($000) $1 Shares 30 Est. Cost $29.03 Unrealized +15.1%
V VISA INC COM CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $208.13 Unrealized -4.7%
UNFI UNITED NAT FOODS INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.91 Unrealized +4.1%
SUPER LEAGUE GAMING INC COM 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
TXMD THERAPEUTICSMD INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.53 Unrealized -15.1%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $0 Shares 9 Est. Cost $71.80 Unrealized -51.5%
AKTSQ AKOUSTIS TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.47 Unrealized -45.6%
VTRS VIATRIS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $11.06 Unrealized -23.8%
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
HUMANIGEN INC COM NEW 0.0%
Value ($000) $0 Shares 128 Est. Cost Unrealized
EAT BRINKER INTL INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $41.31 Unrealized -34.6%
ESPORTS ENTMT GROUP INC COM 0.0%
Value ($000) $0 Shares 70 Est. Cost Unrealized
QUALTRICS INTL INC COM CL A 0.0%
Value ($000) $0 Shares 25 Est. Cost $40.00 Unrealized
CRSR CORSAIR GAMING INC COM 0.0%
Value ($000) $0 Shares 41 Est. Cost $23.92 Unrealized -40.0%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 27 Est. Cost $21.23 Unrealized -25.2%
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 55 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $0 Shares 10 Est. Cost $115.22 Unrealized -70.4%