Confluence Wealth Services, Inc. Diversified Active

CIK: 0001910411 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $2,029,591 (100.0% shares, 0.0% debt)

Holdings (368)

CGDV CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT 11.2%
Value ($000) $228,051 Shares 5,425,920 Est. Cost $29.74 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 7.7%
Value ($000) $155,987 Shares 722,866 Est. Cost $176.55 Unrealized
IWF ISHARES TR RUS 1000 GRW ETF 6.7%
Value ($000) $136,522 Shares 291,459 Est. Cost $309.32 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 5.5%
Value ($000) $112,004 Shares 1,961,535 Est. Cost $55.97 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 5.3%
Value ($000) $107,377 Shares 1,268,032 Est. Cost $67.18 Unrealized
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 3.8%
Value ($000) $76,630 Shares 1,661,541 Est. Cost $35.27 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 3.2%
Value ($000) $64,745 Shares 945,735 Est. Cost $59.10 Unrealized
DGRO ISHARES TR CORE DIV GRWTH 3.1%
Value ($000) $63,810 Shares 937,280 Est. Cost $56.02 Unrealized
CGDG CAPITAL GROUP DIVID GROWERS ETF 3.0%
Value ($000) $59,956 Shares 1,730,340 Est. Cost $29.25 Unrealized
EFA ISHARES TR MSCI EAFE ETF 2.7%
Value ($000) $55,160 Shares 590,770 Est. Cost $75.61 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 2.6%
Value ($000) $53,215 Shares 1,695,811 Est. Cost $24.94 Unrealized
CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT 2.5%
Value ($000) $51,556 Shares 1,740,592 Est. Cost $24.75 Unrealized
AAPL APPLE INCORPORATED 2.2%
Value ($000) $45,356 Shares 178,126 Est. Cost $166.36 Unrealized +35.6%
CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNIT 2.2%
Value ($000) $44,503 Shares 1,013,280 Est. Cost $31.26 Unrealized
MSFT MICROSOFT CORPORATION 1.6%
Value ($000) $31,938 Shares 61,662 Est. Cost $294.56 Unrealized +72.7%
CGCP CAPITAL GROUP FIXED INCOME ETF 1.5%
Value ($000) $30,953 Shares 1,362,371 Est. Cost $22.57 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 1.2%
Value ($000) $23,887 Shares 410,361 Est. Cost $52.30 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $20,393 Shares 109,298 Est. Cost $120.84 Unrealized +44.2%
CGMU CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF 1.0%
Value ($000) $20,369 Shares 746,403 Est. Cost $26.89 Unrealized
IWO ISHARES TR RUS 2000 GRW ETF 0.9%
Value ($000) $18,595 Shares 58,102 Est. Cost $267.66 Unrealized
CGHM CAPITAL GROUP MUNI HIGH-INCOME ETF 0.8%
Value ($000) $15,968 Shares 631,391 Est. Cost $25.30 Unrealized
JPM JPMORGAN CHASE & COMPANY. 0.8%
Value ($000) $15,702 Shares 49,781 Est. Cost $133.75 Unrealized +121.3%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.7%
Value ($000) $14,814 Shares 331,486 Est. Cost $40.28 Unrealized
AVGO BROADCOM INCORPORATED 0.7%
Value ($000) $14,614 Shares 44,297 Est. Cost $154.08 Unrealized +98.4%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 0.7%
Value ($000) $13,757 Shares 436,310 Est. Cost $27.39 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.6%
Value ($000) $12,849 Shares 415,827 Est. Cost $26.63 Unrealized
XOM EXXON MOBIL CORPORATION 0.6%
Value ($000) $12,250 Shares 108,646 Est. Cost $88.25 Unrealized +24.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.6%
Value ($000) $11,663 Shares 35,541 Est. Cost $261.07 Unrealized
IGRO ISHARES TR INTL DIV GRWTH 0.5%
Value ($000) $10,740 Shares 134,804 Est. Cost $60.84 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.5%
Value ($000) $9,750 Shares 280,805 Est. Cost $30.96 Unrealized
GOOGL ALPHABET INCORPORATED CAP STK CLASS A 0.5%
Value ($000) $9,322 Shares 38,349 Est. Cost $138.42 Unrealized +51.1%
V VISA INCORPORATED COM CLASS A 0.5%
Value ($000) $9,302 Shares 27,250 Est. Cost $257.28 Unrealized +34.1%
MUB ISHARES TR NATIONAL MUN ETF 0.4%
Value ($000) $8,830 Shares 82,922 Est. Cost $105.86 Unrealized
WMT WALMART INCORPORATED 0.4%
Value ($000) $7,741 Shares 75,115 Est. Cost $59.93 Unrealized +65.6%
LLY ELI LILLY & COMPANY 0.4%
Value ($000) $7,569 Shares 9,920 Est. Cost $452.34 Unrealized +64.1%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $7,481 Shares 40,347 Est. Cost $151.41 Unrealized +12.0%
PG PROCTER AND GAMBLE COMPANY 0.4%
Value ($000) $7,469 Shares 48,610 Est. Cost $143.15 Unrealized +8.2%
BRK/B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 0.4%
Value ($000) $7,398 Shares 14,715 Est. Cost $341.74 Unrealized +41.7%
GOOG ALPHABET INCORPORATED CAP STK CLASS C 0.4%
Value ($000) $7,370 Shares 30,261 Est. Cost $148.19 Unrealized +41.7%
CVX CHEVRON CORPORATION NEW 0.3%
Value ($000) $6,599 Shares 42,498 Est. Cost $139.12 Unrealized +9.5%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value ($000) $6,438 Shares 33,936 Est. Cost $181.84 Unrealized
CGMS CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF 0.3%
Value ($000) $6,138 Shares 221,178 Est. Cost $27.03 Unrealized
GLD SPDR GOLD SHARES 0.3%
Value ($000) $6,067 Shares 17,068 Est. Cost $192.27 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.3%
Value ($000) $6,048 Shares 29,709 Est. Cost $164.14 Unrealized
HD HOME DEPOT INCORPORATED 0.3%
Value ($000) $6,016 Shares 14,849 Est. Cost $283.57 Unrealized +37.2%
CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT 0.3%
Value ($000) $6,000 Shares 175,593 Est. Cost $26.03 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.3%
Value ($000) $5,936 Shares 111,156 Est. Cost $40.00 Unrealized
PNC PNC FINL SVCS GROUP INCORPORATED 0.3%
Value ($000) $5,921 Shares 29,469 Est. Cost $150.02 Unrealized +30.5%
CSCO CISCO SYSTEMS INCORPORATED 0.3%
Value ($000) $5,754 Shares 84,093 Est. Cost $50.28 Unrealized +34.0%
AMZN AMAZON COM INCORPORATED 0.3%
Value ($000) $5,711 Shares 26,011 Est. Cost $153.90 Unrealized +47.1%
COST COSTCO WHOLESALE CORPORATION NEW 0.3%
Value ($000) $5,708 Shares 6,167 Est. Cost $639.79 Unrealized +49.5%
ABBV ABBVIE INCORPORATED 0.3%
Value ($000) $5,656 Shares 24,429 Est. Cost $145.76 Unrealized +38.5%
ORCL ORACLE CORPORATION 0.3%
Value ($000) $5,289 Shares 18,807 Est. Cost $126.27 Unrealized +101.3%
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $5,233 Shares 7,819 Est. Cost $453.23 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.2%
Value ($000) $5,055 Shares 57,898 Est. Cost $71.44 Unrealized
MPC MARATHON PETE CORPORATION 0.2%
Value ($000) $4,960 Shares 25,735 Est. Cost $69.85 Unrealized +149.8%
IBM INTERNATIONAL BUSINESS MACHINES 0.2%
Value ($000) $4,798 Shares 17,003 Est. Cost $139.18 Unrealized +86.5%
ABT ABBOTT LABS 0.2%
Value ($000) $4,222 Shares 31,526 Est. Cost $115.50 Unrealized +13.1%
CGIE CAPITAL GROUP INTL EQUITY ETF 0.2%
Value ($000) $4,114 Shares 122,015 Est. Cost $28.44 Unrealized
CB CHUBB LIMITED (SWITZERLAND) 0.2%
Value ($000) $3,950 Shares 13,997 Est. Cost $224.50 Unrealized +22.6%
ETN EATON CORPORATION PLC SHS (IRELAND) 0.2%
Value ($000) $3,871 Shares 10,343 Est. Cost $156.84 Unrealized +131.6%
PEP PEPSICO INCORPORATED 0.2%
Value ($000) $3,721 Shares 26,496 Est. Cost $154.57 Unrealized -9.1%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.2%
Value ($000) $3,691 Shares 215,122 Est. Cost $18.13 Unrealized
MRK MERCK & COMPANY INCORPORATED 0.2%
Value ($000) $3,618 Shares 43,108 Est. Cost $80.59 Unrealized +0.5%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.2%
Value ($000) $3,465 Shares 24,584 Est. Cost $114.16 Unrealized
MO ALTRIA GROUP INCORPORATED 0.2%
Value ($000) $3,262 Shares 49,376 Est. Cost $34.16 Unrealized +79.8%
MCD MCDONALDS CORPORATION 0.2%
Value ($000) $3,207 Shares 10,554 Est. Cost $237.86 Unrealized +26.7%
IAU ISHARES GOLD TR ISHARES NEW 0.2%
Value ($000) $3,180 Shares 43,697 Est. Cost $36.29 Unrealized
UNH UNITEDHEALTH GROUP INCORPORATED 0.2%
Value ($000) $3,084 Shares 8,931 Est. Cost $442.35 Unrealized -32.4%
DE DEERE & COMPANY 0.2%
Value ($000) $3,083 Shares 6,743 Est. Cost $419.15 Unrealized +16.8%
META META PLATFORMS INCORPORATED CLASS A 0.2%
Value ($000) $3,068 Shares 4,178 Est. Cost $313.83 Unrealized +136.8%
PM PHILIP MORRIS INTERNATIONAL INCORPORATED 0.1%
Value ($000) $2,933 Shares 18,083 Est. Cost $95.36 Unrealized +73.2%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $2,921 Shares 4,386 Est. Cost $504.54 Unrealized
NEE NEXTERA ENERGY INCORPORATED 0.1%
Value ($000) $2,902 Shares 38,438 Est. Cost $69.26 Unrealized +4.3%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ET 0.1%
Value ($000) $2,775 Shares 30,665 Est. Cost $77.83 Unrealized
CAT CATERPILLAR INCORPORATED 0.1%
Value ($000) $2,775 Shares 5,816 Est. Cost $257.20 Unrealized +65.4%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $2,734 Shares 9,091 Est. Cost $104.83 Unrealized +160.1%
NFLX NETFLIX INCORPORATED 0.1%
Value ($000) $2,694 Shares 2,247 Est. Cost $43.60 Unrealized +179.9%
MA MASTERCARD INCORPORATED CLASS A 0.1%
Value ($000) $2,691 Shares 4,731 Est. Cost $397.58 Unrealized +44.2%
UNP UNION PAC CORPORATION 0.1%
Value ($000) $2,594 Shares 10,976 Est. Cost $218.27 Unrealized +2.2%
SUB ISHARES TR SHRT NAT MUN ETF 0.1%
Value ($000) $2,525 Shares 23,646 Est. Cost $105.52 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $2,480 Shares 33,766 Est. Cost $62.51 Unrealized
VZ VERIZON COMMUNICATIONS INCORPORATED 0.1%
Value ($000) $2,468 Shares 56,157 Est. Cost $38.69 Unrealized +9.8%
JVAL JPMORGAN U.S. VALUE FACTOR ETF 0.1%
Value ($000) $2,466 Shares 51,924 Est. Cost $38.58 Unrealized
DKS DICKS SPORTING GOODS INCORPORATED 0.1%
Value ($000) $2,441 Shares 10,985 Est. Cost $113.49 Unrealized +89.9%
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW 0.1%
Value ($000) $2,403 Shares 5,255 Est. Cost $246.43 Unrealized +81.9%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $2,396 Shares 7,213 Est. Cost $207.98 Unrealized +52.2%
MCK MCKESSON CORPORATION 0.1%
Value ($000) $2,391 Shares 3,095 Est. Cost $251.06 Unrealized +180.0%
WM WASTE MGMT INCORPORATED DEL 0.1%
Value ($000) $2,365 Shares 10,709 Est. Cost $175.00 Unrealized +27.8%
KLAC KLA CORPORATION COM NEW 0.1%
Value ($000) $2,356 Shares 2,184 Est. Cost $714.90 Unrealized +30.1%
TSLA TESLA INCORPORATED 0.1%
Value ($000) $2,278 Shares 5,123 Est. Cost $231.37 Unrealized +49.9%
IVW ISHARES TR S&P 500 GRWT ETF 0.1%
Value ($000) $2,225 Shares 18,429 Est. Cost $74.25 Unrealized
GD GENERAL DYNAMICS CORPORATION 0.1%
Value ($000) $2,221 Shares 6,512 Est. Cost $229.41 Unrealized +36.8%
PFE PFIZER INCORPORATED 0.1%
Value ($000) $2,176 Shares 85,393 Est. Cost $35.43 Unrealized -31.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $2,152 Shares 22,746 Est. Cost $66.59 Unrealized +40.1%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $2,148 Shares 4,304 Est. Cost $465.00 Unrealized -3.6%
TMO THERMO FISHER SCIENTIFIC INCORPORATED 0.1%
Value ($000) $2,071 Shares 4,270 Est. Cost $579.21 Unrealized -19.8%
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 0.1%
Value ($000) $2,069 Shares 3,380 Est. Cost $448.98 Unrealized
TXN TEXAS INSTRS INCORPORATED 0.1%
Value ($000) $2,066 Shares 11,246 Est. Cost $167.97 Unrealized +15.1%
CTAS CINTAS CORPORATION 0.1%
Value ($000) $2,016 Shares 9,824 Est. Cost $169.88 Unrealized +25.3%
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.1%
Value ($000) $2,003 Shares 31,835 Est. Cost $49.20 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $1,973 Shares 29,747 Est. Cost $59.01 Unrealized +15.1%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,964 Shares 4,095 Est. Cost $378.37 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,947 Shares 10,443 Est. Cost $162.01 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT 0.1%
Value ($000) $1,943 Shares 49,141 Est. Cost $34.37 Unrealized
LOW LOWES COMPANIES INCORPORATED 0.1%
Value ($000) $1,933 Shares 7,692 Est. Cost $229.17 Unrealized +6.6%
MPWR MONOLITHIC PWR SYSTEMS INCORPORATED 0.1%
Value ($000) $1,930 Shares 2,097 Est. Cost $556.13 Unrealized +45.3%
DUK DUKE ENERGY CORPORATION NEW COM NEW 0.1%
Value ($000) $1,892 Shares 15,287 Est. Cost $89.79 Unrealized +33.4%
FAST FASTENAL COMPANY 0.1%
Value ($000) $1,823 Shares 37,173 Est. Cost $38.91 Unrealized +20.7%
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $1,810 Shares 8,648 Est. Cost $165.42 Unrealized
T AT&T INCORPORATED 0.1%
Value ($000) $1,778 Shares 62,968 Est. Cost $16.22 Unrealized +73.0%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $1,768 Shares 30,742 Est. Cost $53.59 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $1,763 Shares 10,534 Est. Cost $115.69 Unrealized +33.4%
GRMN GARMIN LIMITED SHS (SWITZERLAND) 0.1%
Value ($000) $1,758 Shares 7,142 Est. Cost $139.28 Unrealized +64.5%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.1%
Value ($000) $1,751 Shares 18,697 Est. Cost $90.89 Unrealized
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) 0.1%
Value ($000) $1,742 Shares 11,725 Est. Cost $55.55 Unrealized +144.1%
ALL ALLSTATE CORPORATION 0.1%
Value ($000) $1,742 Shares 8,116 Est. Cost $116.90 Unrealized +71.3%
NKE NIKE INCORPORATED CLASS B 0.1%
Value ($000) $1,736 Shares 24,890 Est. Cost $86.78 Unrealized -15.0%
O REALTY INCOME CORPORATION REIT 0.1%
Value ($000) $1,689 Shares 27,786 Est. Cost $54.53 Unrealized +4.4%
DVN DEVON ENERGY CORPORATION NEW 0.1%
Value ($000) $1,662 Shares 47,417 Est. Cost $39.58 Unrealized -15.0%
CGCB CAPITAL GROUP CORE BOND ETF 0.1%
Value ($000) $1,659 Shares 62,433 Est. Cost $26.02 Unrealized
BK BANK NEW YORK MELLON CORPORATION 0.1%
Value ($000) $1,646 Shares 15,109 Est. Cost $64.25 Unrealized +57.8%
JHG JANUS HENDERSON GROUP PLC ORD SHS (JERSEY) 0.1%
Value ($000) $1,644 Shares 36,940 Est. Cost $30.04 Unrealized +43.8%
QCOM QUALCOMM INCORPORATED 0.1%
Value ($000) $1,620 Shares 9,736 Est. Cost $142.57 Unrealized +10.3%
CGNX COGNEX CORPORATION 0.1%
Value ($000) $1,615 Shares 35,646 Est. Cost $41.61 Unrealized -3.1%
RF REGIONS FINANCIAL CORPORATION NEW 0.1%
Value ($000) $1,582 Shares 59,993 Est. Cost $18.39 Unrealized +38.8%
FNF FIDELITY NATIONAL FINANCIAL IN COM SHS 0.1%
Value ($000) $1,569 Shares 25,940 Est. Cost $40.24 Unrealized +37.0%
NUE NUCOR CORPORATION 0.1%
Value ($000) $1,554 Shares 11,472 Est. Cost $102.52 Unrealized +37.1%
TT TRANE TECHNOLOGIES PLC SHS (IRELAND) 0.1%
Value ($000) $1,542 Shares 3,654 Est. Cost $240.64 Unrealized +77.3%
SLV ISHARES SILVER TR ISHARES 0.1%
Value ($000) $1,539 Shares 36,318 Est. Cost $21.55 Unrealized
NYT NEW YORK TIMES COMPANY CLASS A 0.1%
Value ($000) $1,518 Shares 26,445 Est. Cost $42.48 Unrealized +33.5%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $1,485 Shares 6,136 Est. Cost $203.99 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $1,479 Shares 15,610 Est. Cost $60.67 Unrealized +52.0%
AFG AMERICAN FINL GROUP INCORPORATED OHIO 0.1%
Value ($000) $1,468 Shares 10,072 Est. Cost $110.42 Unrealized +15.4%
IJH ISHARES TR CORE S&P MCP ETF 0.1%
Value ($000) $1,411 Shares 21,618 Est. Cost $102.76 Unrealized
CAH CARDINAL HEALTH INCORPORATED 0.1%
Value ($000) $1,411 Shares 8,987 Est. Cost $52.86 Unrealized +190.5%
TPL TEXAS PACIFIC LAND CORPORATION 0.1%
Value ($000) $1,408 Shares 1,508 Est. Cost $183.18 Unrealized +71.4%
LEN LENNAR CORPORATION CLASS A 0.1%
Value ($000) $1,396 Shares 11,080 Est. Cost $119.33 Unrealized +3.6%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.1%
Value ($000) $1,393 Shares 27,465 Est. Cost $50.49 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,381 Shares 2,301 Est. Cost $461.18 Unrealized
ADI ANALOG DEVICES INCORPORATED 0.1%
Value ($000) $1,377 Shares 5,604 Est. Cost $210.64 Unrealized +13.4%
GEV GE VERNOVA INCORPORATED 0.1%
Value ($000) $1,357 Shares 2,207 Est. Cost $251.31 Unrealized +140.9%
DIS DISNEY WALT COMPANY 0.1%
Value ($000) $1,356 Shares 11,840 Est. Cost $136.24 Unrealized -14.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,344 Shares 3,635 Est. Cost $271.41 Unrealized +41.7%
AFL AFLAC INCORPORATED 0.1%
Value ($000) $1,321 Shares 11,827 Est. Cost $77.16 Unrealized +35.0%
TROW PRICE T ROWE GROUP INCORPORATED 0.1%
Value ($000) $1,312 Shares 12,786 Est. Cost $100.87 Unrealized +1.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.1%
Value ($000) $1,312 Shares 1,758 Est. Cost $463.53 Unrealized
CF CF INDUSTRIES HLDGS INCORPORATED 0.1%
Value ($000) $1,297 Shares 14,463 Est. Cost $84.23 Unrealized +4.9%
LIN LINDE PLC SHS (IRELAND) 0.1%
Value ($000) $1,297 Shares 2,730 Est. Cost $394.43 Unrealized +19.3%
AMAT APPLIED MATLS INCORPORATED 0.1%
Value ($000) $1,291 Shares 6,306 Est. Cost $127.36 Unrealized +41.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 0.1%
Value ($000) $1,288 Shares 5,222 Est. Cost $321.78 Unrealized -19.0%
AMGN AMGEN INCORPORATED 0.1%
Value ($000) $1,283 Shares 4,546 Est. Cost $257.12 Unrealized +11.5%
CRM SALESFORCE INCORPORATED 0.1%
Value ($000) $1,273 Shares 5,371 Est. Cost $264.00 Unrealized -4.8%
CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 0.1%
Value ($000) $1,263 Shares 47,922 Est. Cost $26.18 Unrealized
TMUS T-MOBILE US INCORPORATED 0.1%
Value ($000) $1,262 Shares 5,271 Est. Cost $203.59 Unrealized +18.0%
DD DUPONT DE NEMOURS INCORPORATED 0.1%
Value ($000) $1,250 Shares 16,049 Est. Cost $30.03 Unrealized +3.7%
VOYA VOYA FINANCIAL INCORPORATED 0.1%
Value ($000) $1,238 Shares 16,554 Est. Cost $69.62 Unrealized +4.8%
WSO WATSCO INCORPORATED 0.1%
Value ($000) $1,238 Shares 3,062 Est. Cost $379.01 Unrealized +12.8%
EOG EOG RES INCORPORATED 0.1%
Value ($000) $1,237 Shares 11,036 Est. Cost $112.95 Unrealized +4.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $1,223 Shares 20,408 Est. Cost $52.18 Unrealized
EMR EMERSON ELEC COMPANY 0.1%
Value ($000) $1,219 Shares 9,292 Est. Cost $96.95 Unrealized +39.7%
VLO VALERO ENERGY CORPORATION 0.1%
Value ($000) $1,206 Shares 7,082 Est. Cost $66.98 Unrealized +120.7%
BALI ISHARES ADVANTAGE LARGE CAP INCOME ETF 0.1%
Value ($000) $1,204 Shares 37,933 Est. Cost $27.24 Unrealized
STBA S & T BANCORP INCORPORATED 0.1%
Value ($000) $1,194 Shares 31,771 Est. Cost $38.06 Unrealized +0.9%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.1%
Value ($000) $1,116 Shares 10,680 Est. Cost $72.52 Unrealized
CSX CSX CORPORATION 0.1%
Value ($000) $1,113 Shares 31,334 Est. Cost $33.01 Unrealized +2.8%
ITW ILLINOIS TOOL WKS INCORPORATED 0.1%
Value ($000) $1,087 Shares 4,171 Est. Cost $230.41 Unrealized +11.7%
APD AIR PRODUCTS & CHEMICALS INCORPORATED 0.1%
Value ($000) $1,082 Shares 3,969 Est. Cost $258.70 Unrealized +10.4%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.1%
Value ($000) $1,062 Shares 11,266 Est. Cost $607.85 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCORPORATED 0.1%
Value ($000) $1,049 Shares 6,224 Est. Cost $134.23 Unrealized +32.4%
IWY ISHARES TR RUS TP200 GR ETF 0.1%
Value ($000) $1,039 Shares 3,795 Est. Cost $218.61 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.1%
Value ($000) $1,025 Shares 13,090 Est. Cost $53.34 Unrealized
CGSD CAPITAL GROUP FXD INCOME ETF SHORT DURATION INCOME ETF 0.1%
Value ($000) $1,020 Shares 39,250 Est. Cost $25.78 Unrealized
SPGI S&P GLOBAL INCORPORATED 0.0%
Value ($000) $1,006 Shares 2,067 Est. Cost $383.95 Unrealized +39.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $1,002 Shares 20,256 Est. Cost $49.24 Unrealized
LSTR LANDSTAR SYSTEMS INCORPORATED 0.0%
Value ($000) $999 Shares 8,149 Est. Cost $173.71 Unrealized
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS) 0.0%
Value ($000) $991 Shares 4,351 Est. Cost $190.57 Unrealized +17.0%
HON HONEYWELL INTERNATIONAL INCORPORATED 0.0%
Value ($000) $991 Shares 4,706 Est. Cost $192.90 Unrealized +7.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $977 Shares 25,320 Est. Cost $32.53 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED 0.0%
Value ($000) $976 Shares 11,692 Est. Cost $71.95 Unrealized +15.0%
KR KROGER COMPANY 0.0%
Value ($000) $963 Shares 14,292 Est. Cost $52.27 Unrealized +32.2%
BAC BANK AMERICA CORPORATION 0.0%
Value ($000) $961 Shares 18,623 Est. Cost $36.93 Unrealized +30.9%
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $960 Shares 2,917 Est. Cost $77.74 Unrealized +314.4%
TJX TJX COMPANIES INCORPORATED NEW 0.0%
Value ($000) $957 Shares 6,622 Est. Cost $89.45 Unrealized +47.9%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $930 Shares 3,657 Est. Cost $207.77 Unrealized
NSC NORFOLK SOUTHN CORPORATION 0.0%
Value ($000) $918 Shares 3,055 Est. Cost $230.53 Unrealized +19.7%
AEP AMERICAN ELEC PWR COMPANY INCORPORATED 0.0%
Value ($000) $906 Shares 8,053 Est. Cost $87.35 Unrealized +23.9%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $901 Shares 11,748 Est. Cost $66.37 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $899 Shares 6,609 Est. Cost $70.06 Unrealized +80.4%
CMI CUMMINS INCORPORATED 0.0%
Value ($000) $899 Shares 2,128 Est. Cost $233.20 Unrealized +63.2%
VSLU ETF OPPORTUNITIES TRUST APPLIED FINANCE VALUATION 0.0%
Value ($000) $897 Shares 21,004 Est. Cost $28.61 Unrealized
TEX TEREX CORPORATION NEW 0.0%
Value ($000) $874 Shares 17,046 Est. Cost $44.90 Unrealized +13.4%
NRG NRG ENERGY INCORPORATED COM NEW 0.0%
Value ($000) $864 Shares 5,335 Est. Cost $155.26 Unrealized 0.0%
B BARRICK MINING CORPORATION COM SHS (CANADA) 0.0%
Value ($000) $861 Shares 26,285 Est. Cost $25.15 Unrealized 0.0%
BLK BLACKROCK INCORPORATED 0.0%
Value ($000) $857 Shares 735 Est. Cost $961.85 Unrealized +15.3%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 0.0%
Value ($000) $850 Shares 12,638 Est. Cost $55.84 Unrealized
JLL JONES LANG LASALLE INCORPORATED 0.0%
Value ($000) $837 Shares 2,806 Est. Cost $199.33 Unrealized +43.3%
JPIE JPMORGAN INCOME ETF 0.0%
Value ($000) $835 Shares 17,987 Est. Cost $46.28 Unrealized
CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A 0.0%
Value ($000) $824 Shares 1,681 Est. Cost $262.92 Unrealized +73.0%
YUM YUM BRANDS INCORPORATED 0.0%
Value ($000) $816 Shares 5,370 Est. Cost $118.87 Unrealized +22.9%
OEF ISHARES TR S&P 100 ETF 0.0%
Value ($000) $815 Shares 2,448 Est. Cost $262.71 Unrealized
CMCSA COMCAST CORPORATION NEW CLASS A 0.0%
Value ($000) $815 Shares 25,927 Est. Cost $39.94 Unrealized -17.0%
COF CAPITAL ONE FINL CORPORATION 0.0%
Value ($000) $805 Shares 3,786 Est. Cost $186.23 Unrealized +17.0%
D DOMINION ENERGY INCORPORATED 0.0%
Value ($000) $791 Shares 12,924 Est. Cost $56.24 Unrealized +3.7%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $788 Shares 7,646 Est. Cost $99.38 Unrealized
MET METLIFE INCORPORATED 0.0%
Value ($000) $771 Shares 9,360 Est. Cost $71.53 Unrealized +8.9%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $761 Shares 13,380 Est. Cost $52.61 Unrealized +11.2%
JGRO JP MORGAN ETF ACTIVE GROWTH ETF 0.0%
Value ($000) $745 Shares 7,948 Est. Cost $72.87 Unrealized
XLK SPDR TECHNOLOGY SELECT SECTOR FUND 0.0%
Value ($000) $726 Shares 2,577 Est. Cost $181.07 Unrealized
EFG ISHARES TR EAFE GRWTH ETF 0.0%
Value ($000) $707 Shares 6,208 Est. Cost $101.95 Unrealized
MCHP MICROCHIP TECHNOLOGY INCORPORATED. 0.0%
Value ($000) $706 Shares 10,996 Est. Cost $63.16 Unrealized +5.9%
IJR ISHARES TR CORE S&P SCP ETF 0.0%
Value ($000) $703 Shares 5,919 Est. Cost $113.29 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS 0.0%
Value ($000) $701 Shares 2,509 Est. Cost $113.39 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $698 Shares 9,264 Est. Cost $68.43 Unrealized -0.9%
PPL PPL CORPORATION 0.0%
Value ($000) $680 Shares 18,293 Est. Cost $25.78 Unrealized +37.4%
TGT TARGET CORPORATION 0.0%
Value ($000) $679 Shares 7,568 Est. Cost $149.74 Unrealized -35.4%
COHR COHERENT CORPORATION 0.0%
Value ($000) $678 Shares 6,296 Est. Cost $66.95 Unrealized +48.9%
ALV AUTOLIV INCORPORATED 0.0%
Value ($000) $673 Shares 5,452 Est. Cost $87.85 Unrealized +35.6%
EBAY EBAY INCORPORATED. 0.0%
Value ($000) $647 Shares 7,111 Est. Cost $65.70 Unrealized +33.9%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $640 Shares 8,383 Est. Cost $31.95 Unrealized
BDX BECTON DICKINSON & COMPANY 0.0%
Value ($000) $632 Shares 3,379 Est. Cost $220.09 Unrealized -16.4%
PTNQ PACER TRENDPILOT 100 ETF 0.0%
Value ($000) $630 Shares 8,124 Est. Cost $70.29 Unrealized
IXUS ISHARES TR CORE MSCI TOTAL 0.0%
Value ($000) $626 Shares 7,581 Est. Cost $67.46 Unrealized
NOW SERVICENOW INCORPORATED 0.0%
Value ($000) $612 Shares 665 Est. Cost $181.53 Unrealized +2.9%
WFC WELLS FARGO COMPANY NEW 0.0%
Value ($000) $606 Shares 7,233 Est. Cost $45.19 Unrealized +78.1%
FDX FEDEX CORPORATION 0.0%
Value ($000) $588 Shares 2,495 Est. Cost $221.75 Unrealized +3.0%
CME CME GROUP INCORPORATED 0.0%
Value ($000) $588 Shares 2,178 Est. Cost $180.96 Unrealized +49.1%
PPG PPG INDUSTRIES INCORPORATED 0.0%
Value ($000) $587 Shares 5,584 Est. Cost $127.99 Unrealized -14.1%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $585 Shares 55,174 Est. Cost $13.88 Unrealized -28.0%
UPS UNITED PARCEL SERVICE INCORPORATED CLASS B 0.0%
Value ($000) $584 Shares 6,998 Est. Cost $144.69 Unrealized -39.1%
VST VISTRA CORPORATION 0.0%
Value ($000) $568 Shares 2,900 Est. Cost $50.93 Unrealized +288.1%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value ($000) $567 Shares 4,790 Est. Cost $88.31 Unrealized
SBUX STARBUCKS CORPORATION 0.0%
Value ($000) $555 Shares 6,559 Est. Cost $94.19 Unrealized -6.0%
IYW ISHARES TR U.S. TECH ETF 0.0%
Value ($000) $554 Shares 2,828 Est. Cost $159.28 Unrealized
ADP AUTOMATIC DATA PROCESSING INCORPORATED 0.0%
Value ($000) $540 Shares 1,840 Est. Cost $267.56 Unrealized +11.3%
MU MICRON TECHNOLOGY INCORPORATED 0.0%
Value ($000) $523 Shares 3,129 Est. Cost $98.54 Unrealized +29.7%
IWX ISHARES TR RUS TP200 VL ETF 0.0%
Value ($000) $521 Shares 5,924 Est. Cost $84.19 Unrealized
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $518 Shares 11,479 Est. Cost $51.41 Unrealized -11.5%
KRYS KRYSTAL BIOTECH INCORPORATED 0.0%
Value ($000) $516 Shares 2,922 Est. Cost $105.51 Unrealized +41.9%
DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 0.0%
Value ($000) $513 Shares 15,651 Est. Cost $28.18 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $512 Shares 2,477 Est. Cost $149.55 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $511 Shares 15,245 Est. Cost $44.46 Unrealized -45.5%
INVESCO PA VALUE MUN INCORPORATED TR 0.0%
Value ($000) $511 Shares 49,452 Est. Cost $9.80 Unrealized
PRF INVESCO RAFI US 1000 ETF 0.0%
Value ($000) $511 Shares 11,294 Est. Cost $53.70 Unrealized
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A 0.0%
Value ($000) $495 Shares 7,925 Est. Cost $57.47 Unrealized +10.3%
DRI DARDEN RESTAURANTS INCORPORATED 0.0%
Value ($000) $494 Shares 2,596 Est. Cost $126.30 Unrealized +61.3%
PH PARKER-HANNIFIN CORPORATION 0.0%
Value ($000) $489 Shares 645 Est. Cost $648.59 Unrealized +13.3%
WPM WHEATON PRECIOUS METALS CORPORATION (CANADA) 0.0%
Value ($000) $489 Shares 4,371 Est. Cost $44.49 Unrealized +119.6%
C CITIGROUP INCORPORATED COM NEW 0.0%
Value ($000) $487 Shares 4,796 Est. Cost $60.39 Unrealized +55.8%
ATI ATI INCORPORATED 0.0%
Value ($000) $481 Shares 5,916 Est. Cost $81.04 Unrealized 0.0%
PSA PUBLIC STORAGE OPER COMPANY REIT 0.0%
Value ($000) $476 Shares 1,649 Est. Cost $285.05 Unrealized -1.2%
NULV NUVEEN ESG LARGE-CAP VALUE ETF 0.0%
Value ($000) $476 Shares 10,854 Est. Cost $37.26 Unrealized
VOOV VANGUARD S&P 500 VALUE ETF 0.0%
Value ($000) $472 Shares 2,369 Est. Cost $154.87 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) 0.0%
Value ($000) $468 Shares 4,260 Est. Cost $63.03 Unrealized +69.5%
ENB ENBRIDGE INCORPORATED (CANADA) 0.0%
Value ($000) $465 Shares 9,220 Est. Cost $32.36 Unrealized +42.5%
SYY SYSCO CORPORATION 0.0%
Value ($000) $463 Shares 5,623 Est. Cost $71.75 Unrealized +9.9%
MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A 0.0%
Value ($000) $459 Shares 1,765 Est. Cost $157.08 Unrealized +70.3%
WMB WILLIAMS COMPANIES INCORPORATED 0.0%
Value ($000) $456 Shares 7,200 Est. Cost $28.85 Unrealized +100.4%
AWK AMERICAN WTR WKS COMPANY INCORPORATED NEW 0.0%
Value ($000) $456 Shares 3,275 Est. Cost $140.03 Unrealized 0.0%
CL COLGATE PALMOLIVE COMPANY 0.0%
Value ($000) $454 Shares 5,680 Est. Cost $87.83 Unrealized -3.6%
PAYX PAYCHEX INCORPORATED 0.0%
Value ($000) $453 Shares 3,576 Est. Cost $113.93 Unrealized +20.4%
URI UNITED RENTALS INCORPORATED 0.0%
Value ($000) $453 Shares 474 Est. Cost $682.18 Unrealized +30.2%
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 0.0%
Value ($000) $452 Shares 15,016 Est. Cost $25.96 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value ($000) $449 Shares 8,800 Est. Cost $50.75 Unrealized
ED CONSOLIDATED EDISON INCORPORATED 0.0%
Value ($000) $439 Shares 4,364 Est. Cost $71.73 Unrealized +38.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $434 Shares 1,505 Est. Cost $216.59 Unrealized +35.4%
FE FIRSTENERGY CORPORATION 0.0%
Value ($000) $432 Shares 9,432 Est. Cost $33.03 Unrealized +27.5%
NFG NATIONAL FUEL GAS COMPANY 0.0%
Value ($000) $429 Shares 4,645 Est. Cost $63.78 Unrealized +36.7%
MMM 3M COMPANY 0.0%
Value ($000) $429 Shares 2,763 Est. Cost $92.44 Unrealized +65.6%
ELV ELEVANCE HEALTH INCORPORATED FORMERLY A 0.0%
Value ($000) $428 Shares 1,325 Est. Cost $394.28 Unrealized -21.8%
XVV ISHARES TR ESG SELECT SCRE 0.0%
Value ($000) $428 Shares 8,308 Est. Cost $43.00 Unrealized
SRE SEMPRA 0.0%
Value ($000) $426 Shares 4,738 Est. Cost $75.98 Unrealized +5.1%
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $424 Shares 2,033 Est. Cost $183.35 Unrealized
GIS GENERAL MLS INCORPORATED 0.0%
Value ($000) $422 Shares 8,374 Est. Cost $58.34 Unrealized -15.2%
ROK ROCKWELL AUTOMATION INCORPORATED 0.0%
Value ($000) $422 Shares 1,206 Est. Cost $275.55 Unrealized +24.6%
HSY HERSHEY COMPANY 0.0%
Value ($000) $414 Shares 2,215 Est. Cost $179.65 Unrealized 0.0%
WSM WILLIAMS SONOMA INCORPORATED 0.0%
Value ($000) $408 Shares 2,086 Est. Cost $113.26 Unrealized +68.0%
GILD GILEAD SCIENCES INCORPORATED 0.0%
Value ($000) $406 Shares 3,657 Est. Cost $70.13 Unrealized +60.1%
BX BLACKSTONE INCORPORATED 0.0%
Value ($000) $405 Shares 2,372 Est. Cost $93.98 Unrealized +80.3%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.0%
Value ($000) $405 Shares 1,023 Est. Cost $340.63 Unrealized
FISV FISERV INCORPORATED 0.0%
Value ($000) $400 Shares 3,106 Est. Cost $135.76 Unrealized +5.6%
LHX L3HARRIS TECHNOLOGIES INCORPORATED 0.0%
Value ($000) $388 Shares 1,269 Est. Cost $199.99 Unrealized +35.7%
EXC EXELON CORPORATION 0.0%
Value ($000) $387 Shares 8,610 Est. Cost $33.72 Unrealized +28.6%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $385 Shares 4,568 Est. Cost $48.89 Unrealized +41.9%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $383 Shares 5,515 Est. Cost $55.77 Unrealized
HBAN HUNTINGTON BANCSHARES INCORPORATED 0.0%
Value ($000) $373 Shares 21,583 Est. Cost $13.18 Unrealized +27.6%
RRC RANGE RES CORPORATION 0.0%
Value ($000) $372 Shares 9,887 Est. Cost $30.92 Unrealized +15.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $371 Shares 1,871 Est. Cost $242.54 Unrealized -18.2%
CTVA CORTEVA INCORPORATED 0.0%
Value ($000) $366 Shares 5,406 Est. Cost $45.56 Unrealized +58.4%
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF 0.0%
Value ($000) $364 Shares 11,817 Est. Cost $30.81 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.0%
Value ($000) $363 Shares 2,489 Est. Cost $116.14 Unrealized
RJF RAYMOND JAMES FINL INCORPORATED 0.0%
Value ($000) $357 Shares 2,069 Est. Cost $127.30 Unrealized +29.4%
AMD ADVANCED MICRO DEVICES INCORPORATED 0.0%
Value ($000) $355 Shares 2,192 Est. Cost $108.87 Unrealized +48.2%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) 0.0%
Value ($000) $349 Shares 1,478 Est. Cost $102.43 Unrealized +65.7%
TEL TE CONNECTIVITY PLC ORD SHS (IRELAND) 0.0%
Value ($000) $344 Shares 1,568 Est. Cost $146.90 Unrealized +36.2%
DELL DELL TECHNOLOGIES INCORPORATED CLASS C 0.0%
Value ($000) $340 Shares 2,401 Est. Cost $95.05 Unrealized +35.9%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $339 Shares 1,101 Est. Cost $246.51 Unrealized
KMI KINDER MORGAN INCORPORATED DEL 0.0%
Value ($000) $337 Shares 11,919 Est. Cost $16.86 Unrealized +59.9%
PANW PALO ALTO NETWORKS INCORPORATED 0.0%
Value ($000) $337 Shares 1,654 Est. Cost $180.57 Unrealized +6.0%
DUOL DUOLINGO INCORPORATED CLASS A COM 0.0%
Value ($000) $335 Shares 1,042 Est. Cost $205.07 Unrealized +63.1%
ESGD ISHARES TR ESG AW MSCI EAFE 0.0%
Value ($000) $334 Shares 3,591 Est. Cost $85.80 Unrealized
DOW DOW INCORPORATED 0.0%
Value ($000) $330 Shares 14,413 Est. Cost $43.54 Unrealized -44.2%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $330 Shares 2,332 Est. Cost $101.12 Unrealized +33.4%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $328 Shares 6,055 Est. Cost $47.19 Unrealized
RSG REPUBLIC SVCS INCORPORATED 0.0%
Value ($000) $326 Shares 1,422 Est. Cost $151.31 Unrealized +54.2%
IJJ ISHARES TR S&P MC 400VL ETF 0.0%
Value ($000) $321 Shares 2,478 Est. Cost $100.80 Unrealized
CENTRAL SECS CORPORATION 0.0%
Value ($000) $316 Shares 6,145 Est. Cost $44.17 Unrealized
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN (CANADA) 0.0%
Value ($000) $315 Shares 8,577 Est. Cost $24.49 Unrealized
VLUE ISHARES TR MSCI USA VALUE 0.0%
Value ($000) $312 Shares 2,494 Est. Cost $94.22 Unrealized
IJS ISHARES TR SP SMCP600VL ETF 0.0%
Value ($000) $312 Shares 2,820 Est. Cost $91.28 Unrealized
VEEV VEEVA SYSTEMS INCORPORATED CLASS A COM 0.0%
Value ($000) $309 Shares 1,038 Est. Cost $199.16 Unrealized +41.3%
PYPL PAYPAL HLDGS INCORPORATED 0.0%
Value ($000) $309 Shares 4,603 Est. Cost $181.75 Unrealized -61.3%
WAB WABTEC 0.0%
Value ($000) $308 Shares 1,538 Est. Cost $113.77 Unrealized +73.2%
EATON VANCE TAX-MANAGED DIVERS 0.0%
Value ($000) $308 Shares 19,346 Est. Cost $14.42 Unrealized
ANET ARISTA NETWORKS INCORPORATED COM SHS 0.0%
Value ($000) $302 Shares 2,072 Est. Cost $86.52 Unrealized +48.8%
LRCX LAM RESEARCH CORPORATION COM NEW 0.0%
Value ($000) $301 Shares 2,251 Est. Cost $78.86 Unrealized +33.8%
OSK OSHKOSH CORPORATION 0.0%
Value ($000) $301 Shares 2,320 Est. Cost $95.81 Unrealized +37.2%
SLF SUN LIFE FINANCIAL INCORPORATED. (CANADA) 0.0%
Value ($000) $299 Shares 4,985 Est. Cost $49.82 Unrealized +20.7%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $298 Shares 1,533 Est. Cost $147.77 Unrealized
TRV TRAVELERS COMPANIES INCORPORATED 0.0%
Value ($000) $290 Shares 1,038 Est. Cost $244.04 Unrealized +9.0%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $289 Shares 3,716 Est. Cost $95.40 Unrealized -18.1%
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $281 Shares 1,647 Est. Cost $143.02 Unrealized +11.9%
BP BP PLC SPONSORED ADR (UNITED KINGDOM) 0.0%
Value ($000) $279 Shares 8,088 Est. Cost $30.39 Unrealized
XLP SPDR CONSUMER STAPLES SELECT SECTOR FUND 0.0%
Value ($000) $277 Shares 3,529 Est. Cost $81.76 Unrealized
DWLD DAVIS SELECT WORLDWIDE ETF 0.0%
Value ($000) $275 Shares 6,079 Est. Cost $32.86 Unrealized
SCHW SCHWAB CHARLES CORPORATION 0.0%
Value ($000) $274 Shares 2,871 Est. Cost $73.82 Unrealized +28.1%
GLW CORNING INCORPORATED 0.0%
Value ($000) $272 Shares 3,322 Est. Cost $64.97 Unrealized 0.0%
XLY SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND 0.0%
Value ($000) $271 Shares 1,130 Est. Cost $218.71 Unrealized
SNPS SYNOPSYS INCORPORATED 0.0%
Value ($000) $266 Shares 539 Est. Cost $565.30 Unrealized 0.0%
EQT EQT CORPORATION 0.0%
Value ($000) $265 Shares 4,871 Est. Cost $50.54 Unrealized +4.1%
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW 0.0%
Value ($000) $258 Shares 576 Est. Cost $330.70 Unrealized +45.1%
IJK ISHARES TR S&P MC 400GR ETF 0.0%
Value ($000) $256 Shares 2,674 Est. Cost $79.32 Unrealized
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 0.0%
Value ($000) $251 Shares 3,867 Est. Cost $65.00 Unrealized
TCAF T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY 0.0%
Value ($000) $250 Shares 6,643 Est. Cost $35.28 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value ($000) $250 Shares 2,175 Est. Cost $109.50 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) 0.0%
Value ($000) $250 Shares 258 Est. Cost $968.09 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $248 Shares 834 Est. Cost $297.41 Unrealized
YUMC YUM CHINA HLDGS INCORPORATED 0.0%
Value ($000) $247 Shares 5,760 Est. Cost $33.29 Unrealized +36.6%
OXY OCCIDENTAL PETE CORPORATION 0.0%
Value ($000) $245 Shares 5,185 Est. Cost $44.74 Unrealized 0.0%
STRV EA SER TR STRIVE 500 ETF 0.0%
Value ($000) $243 Shares 5,635 Est. Cost $40.06 Unrealized
BBY BEST BUY INCORPORATED 0.0%
Value ($000) $238 Shares 3,149 Est. Cost $79.22 Unrealized -11.6%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $232 Shares 791 Est. Cost $279.83 Unrealized
ZTS ZOETIS INCORPORATED CLASS A 0.0%
Value ($000) $228 Shares 1,559 Est. Cost $167.98 Unrealized -10.4%
PRU PRUDENTIAL FINL INCORPORATED 0.0%
Value ($000) $227 Shares 2,187 Est. Cost $107.03 Unrealized -3.5%
SHEL SHELL PLC SPON ADS (UNITED KINGDOM) 0.0%
Value ($000) $226 Shares 3,166 Est. Cost $55.85 Unrealized
XEL XCEL ENERGY INCORPORATED 0.0%
Value ($000) $226 Shares 2,805 Est. Cost $71.34 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $225 Shares 377 Est. Cost $566.48 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US ETF 0.0%
Value ($000) $224 Shares 3,141 Est. Cost $71.37 Unrealized
IJT ISHARES TR S&P SML 600 GWT 0.0%
Value ($000) $222 Shares 1,569 Est. Cost $133.04 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $221 Shares 1,022 Est. Cost $188.88 Unrealized +19.4%
IWR ISHARES TR RUS MID CAP ETF 0.0%
Value ($000) $220 Shares 2,280 Est. Cost $91.97 Unrealized
PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A 0.0%
Value ($000) $219 Shares 1,203 Est. Cost $162.07 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $215 Shares 1,350 Est. Cost $120.96 Unrealized +21.1%
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.0%
Value ($000) $214 Shares 11,102 Est. Cost $18.36 Unrealized
IEMG ISHARES INCORPORATED CORE MSCI EMKT 0.0%
Value ($000) $214 Shares 3,248 Est. Cost $65.92 Unrealized
OMC OMNICOM GROUP INCORPORATED 0.0%
Value ($000) $210 Shares 2,579 Est. Cost $74.34 Unrealized 0.0%
DVY ISHARES TR SELECT DIVID ETF 0.0%
Value ($000) $210 Shares 1,480 Est. Cost $132.74 Unrealized
CMG CHIPOTLE MEXICAN GRILL INCORPORATED 0.0%
Value ($000) $209 Shares 5,331 Est. Cost $60.61 Unrealized -25.7%
GLDM WORLD GOLD TR SPDR GOLD MINISHARES TR NEW 0.0%
Value ($000) $207 Shares 2,714 Est. Cost $76.45 Unrealized
SUSL ISHARES TR ESG MSCI LEADR 0.0%
Value ($000) $205 Shares 1,755 Est. Cost $117.04 Unrealized
VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.0%
Value ($000) $205 Shares 524 Est. Cost $417.92 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG) 0.0%
Value ($000) $205 Shares 294 Est. Cost $642.62 Unrealized +8.8%
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT 0.0%
Value ($000) $203 Shares 4,800 Est. Cost $42.22 Unrealized
USAC USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 0.0%
Value ($000) $201 Shares 8,386 Est. Cost $24.31 Unrealized
FCF FIRST COMWLTH FINL CORPORATION PA 0.0%
Value ($000) $189 Shares 11,063 Est. Cost $16.74 Unrealized 0.0%
MMLP MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 0.0%
Value ($000) $103 Shares 33,693 Est. Cost $2.95 Unrealized
BNY MELLON STRATEGIC MUNS INCORPORATED 0.0%
Value ($000) $78 Shares 12,500 Est. Cost $5.74 Unrealized
NRGV ENERGY VAULT HOLDINGS INCORPORATED 0.0%
Value ($000) $40 Shares 13,387 Est. Cost $3.41 Unrealized -51.9%