Global Wealth Strategies & Associates Diversified Active

Location: Denver, CO

CIK: 0001912297 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 3, 2026

Total Value: $407M (100.0% shares, 0.0% debt)

Holdings (535)

VOO VANGUARD S&P 500 ETF 30.1%
Value $122M Shares 204,711 Est. Cost $406.63 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 10.8%
Value $44.07M Shares 486,786 Est. Cost $67.77 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 7.9%
Value $31.98M Shares 434,311 Est. Cost $72.90 Unrealized
QQQM INVESCO NASDAQ 100 ETF 6.6%
Value $26.81M Shares 112,808 Est. Cost $169.34 Unrealized
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 5.1%
Value $20.69M Shares 355,591 Est. Cost $58.18 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 5.1%
Value $20.67M Shares 96,128 Est. Cost $186.67 Unrealized
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 3.2%
Value $12.85M Shares 247,530 Est. Cost $52.15 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 3.0%
Value $12.38M Shares 116,606 Est. Cost $106.42 Unrealized
IAU ISHARES GOLD TRUST 2.6%
Value $10.57M Shares 119,941 Est. Cost $37.75 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 2.0%
Value $8.314M Shares 285,898 Est. Cost $29.08 Unrealized
FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF 2.0%
Value $8.274M Shares 188,729 Est. Cost $43.84 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.4%
Value $5.884M Shares 108,862 Est. Cost $54.05 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 1.4%
Value $5.854M Shares 59,903 Est. Cost $97.73 Unrealized
MCI BARINGS CORPORATE INVS COM 1.2%
Value $4.945M Shares 286,823 Est. Cost $22.19 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 1.1%
Value $4.391M Shares 13,360 Est. Cost $272.22 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 1.0%
Value $3.954M Shares 20,612 Est. Cost $146.68 Unrealized
MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF 0.8%
Value $3.374M Shares 164,522 Est. Cost $20.26 Unrealized
STCE SCHWAB CRYPTO THEMATIC ETF 0.8%
Value $3.067M Shares 59,003 Est. Cost $33.57 Unrealized
AAPL APPLE INC COM 0.7%
Value $2.898M Shares 11,417 Est. Cost $168.11 Unrealized +56.3%
QQQ INVESCO QQQ TRUST SERIES I 0.7%
Value $2.897M Shares 5,019 Est. Cost $314.57 Unrealized
OEF ISHARES S&P 100 ETF 0.6%
Value $2.56M Shares 8,049 Est. Cost $177.97 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.6%
Value $2.462M Shares 7,680 Est. Cost $230.06 Unrealized +54.5%
NLR VANECK URANIUM AND NUCLEAR ETF 0.5%
Value $2.142M Shares 16,083 Est. Cost $133.18 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.5%
Value $1.897M Shares 7,902 Est. Cost $189.54 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.4%
Value $1.436M Shares 2,208 Est. Cost $601.70 Unrealized
MSFT MICROSOFT CORP COM 0.3%
Value $1.352M Shares 3,654 Est. Cost $303.01 Unrealized +43.4%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.3%
Value $1.336M Shares 15,414 Est. Cost $92.65 Unrealized
NVDA NVIDIA CORPORATION COM 0.3%
Value $1.271M Shares 7,286 Est. Cost $123.53 Unrealized +51.1%
AMZN AMAZON COM INC COM 0.3%
Value $1.223M Shares 5,872 Est. Cost $154.40 Unrealized +46.9%
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF 0.2%
Value $963K Shares 31,877 Est. Cost $28.09 Unrealized
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.2%
Value $915K Shares 6,884 Est. Cost $158.58 Unrealized
FTLS FIRST TRUST LONG/SHORT EQUITY ETF 0.2%
Value $900K Shares 12,791 Est. Cost $65.82 Unrealized
TSLA TESLA INC COM 0.2%
Value $780K Shares 2,097 Est. Cost $277.84 Unrealized +53.3%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value $759K Shares 26,056 Est. Cost $32.50 Unrealized
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 0.2%
Value $691K Shares 20,966 Est. Cost $31.38 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.2%
Value $681K Shares 5,318 Est. Cost $83.60 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.2%
Value $654K Shares 2,273 Est. Cost $152.14 Unrealized +112.5%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value $580K Shares 10,453 Est. Cost $55.90 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $556K Shares 851 Est. Cost $515.01 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value $530K Shares 8,268 Est. Cost $56.57 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value $501K Shares 7,417 Est. Cost $94.47 Unrealized
FCG FIRST TRUST NATURAL GAS ETF 0.1%
Value $498K Shares 15,711 Est. Cost $31.69 Unrealized
XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 0.1%
Value $485K Shares 1,900 Est. Cost $193.81 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value $483K Shares 2,460 Est. Cost $171.96 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value $479K Shares 1,627 Est. Cost $214.25 Unrealized +45.4%
JNJ JOHNSON & JOHNSON COM 0.1%
Value $473K Shares 1,937 Est. Cost $157.79 Unrealized +44.4%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value $473K Shares 1,327 Est. Cost $215.82 Unrealized
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 0.1%
Value $452K Shares 21,970 Est. Cost $20.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value $443K Shares 1,827 Est. Cost $176.18 Unrealized +61.2%
COST COSTCO WHOLESALE CORPORATION COM 0.1%
Value $439K Shares 440 Est. Cost $830.01 Unrealized +16.1%
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.1%
Value $436K Shares 23,391 Est. Cost $18.81 Unrealized
VB VANGUARD SMALL-CAP ETF 0.1%
Value $436K Shares 1,663 Est. Cost $259.81 Unrealized
JAVA JPMORGAN ACTIVE VALUE ETF 0.1%
Value $430K Shares 5,995 Est. Cost $68.96 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value $414K Shares 13,571 Est. Cost $29.19 Unrealized
META META PLATFORMS INC CL A 0.1%
Value $404K Shares 706 Est. Cost $346.53 Unrealized +89.2%
QCOM QUALCOMM INC COM 0.1%
Value $399K Shares 3,101 Est. Cost $154.46 Unrealized -0.4%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.1%
Value $390K Shares 15,193 Est. Cost $30.18 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $384K Shares 1,197 Est. Cost $261.63 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $383K Shares 633 Est. Cost $434.02 Unrealized +38.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value $371K Shares 774 Est. Cost $371.07 Unrealized +33.0%
LLY ELI LILLY & CO COM 0.1%
Value $350K Shares 380 Est. Cost $440.13 Unrealized +137.9%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value $337K Shares 1,176 Est. Cost $136.83 Unrealized +136.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value $304K Shares 12,290 Est. Cost $24.37 Unrealized
ABBV ABBVIE INC COM 0.1%
Value $298K Shares 1,371 Est. Cost $199.46 Unrealized +11.6%
BSCY INVESCO BULLETSHARES 2034 CORPORATE BOND ETF 0.1%
Value $295K Shares 14,276 Est. Cost $21.02 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value $285K Shares 1,678 Est. Cost $104.84 Unrealized +32.3%
TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF 0.1%
Value $273K Shares 12,067 Est. Cost $23.52 Unrealized
RTX RTX CORPORATION COM 0.1%
Value $273K Shares 1,413 Est. Cost $137.32 Unrealized +43.2%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value $273K Shares 2,447 Est. Cost $87.20 Unrealized
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF 0.1%
Value $262K Shares 5,457 Est. Cost $48.65 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value $250K Shares 353 Est. Cost $327.12 Unrealized +109.2%
HYD VANECK HIGH YIELD MUNI ETF 0.1%
Value $243K Shares 4,847 Est. Cost $51.69 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value $233K Shares 744 Est. Cost $214.52 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value $227K Shares 519 Est. Cost $454.59 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $224K Shares 525 Est. Cost $256.10 Unrealized
IBRX IMMUNITYBIO INC COM 0.1%
Value $223K Shares 29,020 Est. Cost $5.88 Unrealized 0.0%
SPYI NEOS S&P 500 HIGH INCOME ETF 0.1%
Value $215K Shares 4,364 Est. Cost $52.53 Unrealized
KO COCA COLA CO COM 0.1%
Value $215K Shares 2,821 Est. Cost $65.35 Unrealized +14.4%
VTWO VANGUARD RUSSELL 2000 ETF 0.1%
Value $205K Shares 2,043 Est. Cost $85.72 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value $203K Shares 9,927 Est. Cost $20.57 Unrealized
WMT WALMART INC COM 0.0%
Value $199K Shares 1,604 Est. Cost $63.57 Unrealized +92.0%
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.0%
Value $199K Shares 4,990 Est. Cost $38.65 Unrealized
MMM 3M CO COM 0.0%
Value $187K Shares 1,290 Est. Cost $144.34 Unrealized +13.6%
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK 0.0%
Value $186K Shares 7,870 Est. Cost $25.93 Unrealized -1.8%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value $185K Shares 5,968 Est. Cost $32.13 Unrealized
AVGO BROADCOM INC COM 0.0%
Value $182K Shares 587 Est. Cost $205.84 Unrealized +62.3%
CVX CHEVRON CORPORATION COM 0.0%
Value $175K Shares 848 Est. Cost $152.12 Unrealized +13.0%
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF 0.0%
Value $175K Shares 4,250 Est. Cost $41.06 Unrealized
BIZD VANECK BDC INCOME ETF 0.0%
Value $173K Shares 13,541 Est. Cost $13.16 Unrealized
BLK BLACKROCK INC COM 0.0%
Value $173K Shares 180 Est. Cost $1052.74 Unrealized +4.2%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value $168K Shares 403 Est. Cost $366.21 Unrealized +15.3%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value $164K Shares 2,308 Est. Cost $72.44 Unrealized
FCX FREEPORT MCMORAN INC CL B 0.0%
Value $163K Shares 2,765 Est. Cost $33.48 Unrealized +82.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $158K Shares 322 Est. Cost $574.61 Unrealized 0.0%
CSM PROSHARES LARGE CAP CORE PLUS 0.0%
Value $156K Shares 2,090 Est. Cost $76.59 Unrealized
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value $150K Shares 3,047 Est. Cost $42.29 Unrealized
FTNT FORTINET INC COM 0.0%
Value $147K Shares 1,800 Est. Cost $100.38 Unrealized -20.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value $143K Shares 968 Est. Cost $148.10 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value $143K Shares 1,844 Est. Cost $67.74 Unrealized +15.0%
AMAT APPLIED MATLS INC COM 0.0%
Value $137K Shares 400 Est. Cost $102.71 Unrealized +218.0%
YUM YUM BRANDS INC COM 0.0%
Value $135K Shares 867 Est. Cost $146.58 Unrealized +7.4%
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $127K Shares 2,066 Est. Cost $63.79 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value $120K Shares 176 Est. Cost $506.32 Unrealized +33.1%
WM WASTE MGMT INC DEL COM 0.0%
Value $118K Shares 514 Est. Cost $215.79 Unrealized +4.8%
T AT&T INC COM 0.0%
Value $116K Shares 3,993 Est. Cost $16.32 Unrealized +57.7%
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value $115K Shares 923 Est. Cost $109.05 Unrealized
AVUS AVANTIS U.S. EQUITY ETF 0.0%
Value $111K Shares 996 Est. Cost $96.93 Unrealized
VHT VANGUARD HEALTH CARE ETF 0.0%
Value $110K Shares 404 Est. Cost $253.16 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value $109K Shares 535 Est. Cost $198.51 Unrealized +11.7%
LIN LINDE PLC SHS 0.0%
Value $107K Shares 216 Est. Cost $453.29 Unrealized +1.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $106K Shares 807 Est. Cost $106.20 Unrealized +13.8%
QQQI NEOS NASDAQ 100 HIGH INCOME ETF 0.0%
Value $101K Shares 2,024 Est. Cost $49.69 Unrealized
PG PROCTER & GAMBLE CO COM 0.0%
Value $99,820 Shares 691 Est. Cost $136.77 Unrealized +11.0%
AMT AMERICAN TOWER CORP COM 0.0%
Value $97,163 Shares 563 Est. Cost $179.53 Unrealized -2.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $96,567 Shares 487 Est. Cost $263.09 Unrealized -3.7%
PIMCO DYNAMIC INCOME FD SHS 0.0%
Value $96,312 Shares 5,629 Est. Cost $19.80 Unrealized
VFC V F CORP COM 0.0%
Value $96,163 Shares 5,660 Est. Cost $13.44 Unrealized +48.3%
PEP PEPSICO INC COM 0.0%
Value $95,784 Shares 617 Est. Cost $153.01 Unrealized +1.1%
MRK MERCK & CO INC COM 0.0%
Value $94,625 Shares 787 Est. Cost $87.93 Unrealized +30.0%
V VISA INC COM CL A 0.0%
Value $94,601 Shares 313 Est. Cost $300.64 Unrealized +9.5%
ORCL ORACLE CORP COM 0.0%
Value $91,208 Shares 620 Est. Cost $238.05 Unrealized -28.8%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $90,018 Shares 2,343 Est. Cost $38.66 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value $87,630 Shares 530 Est. Cost $81.71 Unrealized +115.3%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value $87,627 Shares 1,546 Est. Cost $57.24 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value $86,509 Shares 286 Est. Cost $157.73 Unrealized +125.8%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value $85,869 Shares 317 Est. Cost $315.53 Unrealized -18.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value $85,062 Shares 678 Est. Cost $100.45 Unrealized
HD HOME DEPOT INC COM 0.0%
Value $84,196 Shares 256 Est. Cost $286.43 Unrealized +31.6%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value $84,191 Shares 4,125 Est. Cost $20.93 Unrealized
AFL AFLAC INC COM 0.0%
Value $82,997 Shares 757 Est. Cost $103.77 Unrealized +7.2%
CMI CUMMINS INC COM 0.0%
Value $82,317 Shares 153 Est. Cost $262.62 Unrealized +119.1%
SO SOUTHERN CO COM 0.0%
Value $81,463 Shares 844 Est. Cost $92.14 Unrealized -2.8%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value $78,969 Shares 361 Est. Cost $187.96 Unrealized
NFLX NETFLIX INC. COM 0.0%
Value $77,882 Shares 810 Est. Cost $101.48 Unrealized -17.4%
PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY 0.0%
Value $77,498 Shares 1,680 Est. Cost $45.79 Unrealized
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value $76,371 Shares 950 Est. Cost $62.51 Unrealized +40.9%
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 0.0%
Value $75,414 Shares 692 Est. Cost $155.96 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value $72,964 Shares 3,736 Est. Cost $19.56 Unrealized
PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY 0.0%
Value $72,661 Shares 1,812 Est. Cost $39.69 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value $69,915 Shares 354 Est. Cost $224.98 Unrealized 0.0%
PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE 0.0%
Value $68,679 Shares 1,642 Est. Cost $41.15 Unrealized
GE GE AEROSPACE COM NEW 0.0%
Value $68,672 Shares 242 Est. Cost $201.28 Unrealized +58.1%
ENB ENBRIDGE INC COM 0.0%
Value $68,433 Shares 1,264 Est. Cost $42.80 Unrealized +13.5%
CVS CVS HEALTH CORP COM 0.0%
Value $67,367 Shares 938 Est. Cost $78.66 Unrealized -0.9%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $67,118 Shares 415 Est. Cost $154.78 Unrealized
IMCB ISHARES MORNINGSTAR MID-CAP ETF 0.0%
Value $66,744 Shares 800 Est. Cost $74.08 Unrealized
NTAP NETAPP INC COM 0.0%
Value $65,018 Shares 635 Est. Cost $61.60 Unrealized +65.4%
WAT WATERS CORP COM 0.0%
Value $64,920 Shares 218 Est. Cost $367.10 Unrealized 0.0%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value $63,275 Shares 445 Est. Cost $107.77 Unrealized
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 0.0%
Value $62,917 Shares 1,112 Est. Cost $51.70 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value $62,442 Shares 217 Est. Cost $291.28 Unrealized
IRM IRON MTN INC DEL COM 0.0%
Value $61,284 Shares 600 Est. Cost $92.78 Unrealized -10.3%
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 0.0%
Value $61,155 Shares 799 Est. Cost $66.44 Unrealized
PFE PFIZER INC COM 0.0%
Value $60,965 Shares 2,171 Est. Cost $26.60 Unrealized -1.6%
ADSK AUTODESK INC COM 0.0%
Value $59,850 Shares 250 Est. Cost $251.72 Unrealized +0.8%
J JACOBS SOLUTIONS INC COM 0.0%
Value $59,185 Shares 465 Est. Cost $105.59 Unrealized +31.2%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value $59,007 Shares 942 Est. Cost $51.41 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $57,868 Shares 2,998 Est. Cost $17.56 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value $56,658 Shares 311 Est. Cost $120.08 Unrealized +22.5%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value $56,548 Shares 562 Est. Cost $95.89 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $56,101 Shares 925 Est. Cost $51.89 Unrealized +10.7%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value $55,668 Shares 1,433 Est. Cost $29.96 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $54,335 Shares 779 Est. Cost $49.77 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value $53,963 Shares 108 Est. Cost $343.89 Unrealized +56.7%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value $52,458 Shares 75 Est. Cost $616.25 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value $51,996 Shares 167 Est. Cost $264.10 Unrealized +20.1%
GEV GE VERNOVA INC COM 0.0%
Value $51,501 Shares 59 Est. Cost $394.45 Unrealized +86.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value $51,197 Shares 551 Est. Cost $72.37 Unrealized +20.5%
TRIN TRINITY CAP INC COM 0.0%
Value $50,161 Shares 3,410 Est. Cost $15.76 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value $49,865 Shares 140 Est. Cost $232.55 Unrealized +45.7%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $49,757 Shares 1,622 Est. Cost $42.36 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $48,335 Shares 1,510 Est. Cost $60.60 Unrealized -36.0%
PAYX PAYCHEX INC COM 0.0%
Value $47,707 Shares 518 Est. Cost $103.21 Unrealized -1.2%
AMGN AMGEN INC COM 0.0%
Value $47,675 Shares 135 Est. Cost $288.69 Unrealized +21.1%
VLO VALERO ENERGY CORP COM 0.0%
Value $46,945 Shares 190 Est. Cost $149.64 Unrealized +27.0%
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value $45,592 Shares 669 Est. Cost $48.24 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value $45,519 Shares 202 Est. Cost $188.81 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value $45,471 Shares 3,954 Est. Cost $11.69 Unrealized
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 0.0%
Value $44,566 Shares 402 Est. Cost $117.19 Unrealized
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 0.0%
Value $44,276 Shares 302 Est. Cost $146.89 Unrealized
ABT ABBOTT LABORATORIES COM 0.0%
Value $43,728 Shares 426 Est. Cost $126.89 Unrealized -9.0%
INTC INTEL CORP COM 0.0%
Value $42,938 Shares 973 Est. Cost $23.99 Unrealized +93.5%
DIS DISNEY WALT CO COM 0.0%
Value $42,617 Shares 442 Est. Cost $109.53 Unrealized -0.1%
SPGI S&P GLOBAL INC COM 0.0%
Value $42,534 Shares 100 Est. Cost $532.38 Unrealized -8.9%
PKG PACKAGING CORP AMER COM 0.0%
Value $42,444 Shares 200 Est. Cost $204.01 Unrealized +10.9%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value $42,195 Shares 865 Est. Cost $49.80 Unrealized +3.5%
WK WORKIVA INC COM CL A 0.0%
Value $41,920 Shares 703 Est. Cost $94.44 Unrealized -20.8%
PIMCO MUN INCOME FD II COM 0.0%
Value $41,370 Shares 5,465 Est. Cost $7.72 Unrealized
ZYME ZYMEWORKS INC COM 0.0%
Value $40,940 Shares 1,635 Est. Cost $23.38 Unrealized 0.0%
ECG EVERUS CONSTR GROUP COM 0.0%
Value $40,731 Shares 345 Est. Cost $53.82 Unrealized +78.4%
SBUX STARBUCKS CORP COM 0.0%
Value $40,316 Shares 450 Est. Cost $88.57 Unrealized +5.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $39,862 Shares 568 Est. Cost $69.13 Unrealized
SAIC SCIENCE APPLICATIONS INTL CORP COM 0.0%
Value $39,487 Shares 416 Est. Cost $105.40 Unrealized -5.1%
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value $39,303 Shares 300 Est. Cost $61.60 Unrealized +127.0%
AVDE AVANTIS INTERNATIONAL EQUITY ETF 0.0%
Value $38,178 Shares 450 Est. Cost $62.37 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $38,100 Shares 661 Est. Cost $58.71 Unrealized -0.9%
HSY HERSHEY CO COM 0.0%
Value $38,044 Shares 183 Est. Cost $204.74 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $37,883 Shares 140 Est. Cost $330.54 Unrealized -6.6%
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value $37,290 Shares 906 Est. Cost $39.54 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.0%
Value $36,710 Shares 1,318 Est. Cost $33.00 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value $36,553 Shares 228 Est. Cost $169.72 Unrealized +1.4%
NUVEEN FLOATING RATE INCOME FD COM 0.0%
Value $36,472 Shares 4,850 Est. Cost $8.18 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.0%
Value $36,322 Shares 170 Est. Cost $78.06 Unrealized +189.5%
SCCO SOUTHERN COPPER CORP COM 0.0%
Value $36,305 Shares 211 Est. Cost $98.10 Unrealized +91.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $35,983 Shares 388 Est. Cost $72.22 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value $35,830 Shares 231 Est. Cost $141.45 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value $35,614 Shares 394 Est. Cost $75.06 Unrealized +4.6%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value $35,033 Shares 425 Est. Cost $82.43 Unrealized
TGT TARGET CORP COM 0.0%
Value $34,776 Shares 287 Est. Cost $106.39 Unrealized +2.6%
SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.0%
Value $34,549 Shares 437 Est. Cost $64.15 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $34,092 Shares 400 Est. Cost $76.16 Unrealized +16.5%
IJUN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF- JUNE 0.0%
Value $33,247 Shares 1,130 Est. Cost $28.40 Unrealized
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.0%
Value $32,545 Shares 500 Est. Cost $54.17 Unrealized
CME CME GROUP INC COM 0.0%
Value $31,990 Shares 108 Est. Cost $266.96 Unrealized +8.4%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value $31,197 Shares 263 Est. Cost $91.05 Unrealized +49.9%
PPL PPL CORP COM 0.0%
Value $30,560 Shares 800 Est. Cost $35.43 Unrealized +2.3%
PUTNAM MASTER INTER INCOME TR SH BEN INT 0.0%
Value $30,149 Shares 9,220 Est. Cost $3.44 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $30,134 Shares 206 Est. Cost $65.19 Unrealized +136.5%
IR INGERSOLL RAND INC COM 0.0%
Value $29,965 Shares 374 Est. Cost $89.96 Unrealized +0.5%
BSCZ INVESCO BULLETSHARES 2035 CORPORATE BOND ETF 0.0%
Value $29,959 Shares 1,460 Est. Cost $20.78 Unrealized
POWA INVESCO BLOOMBERG PRICING POWER ETF 0.0%
Value $29,793 Shares 346 Est. Cost $84.78 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value $29,508 Shares 1,288 Est. Cost $22.82 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value $29,318 Shares 97 Est. Cost $229.64 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value $29,244 Shares 200 Est. Cost $134.89 Unrealized +1.4%
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value $29,093 Shares 160 Est. Cost $134.24 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value $28,497 Shares 144 Est. Cost $186.98 Unrealized +10.5%
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value $28,312 Shares 194 Est. Cost $138.67 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $28,155 Shares 500 Est. Cost $59.63 Unrealized +0.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $28,110 Shares 72 Est. Cost $413.49 Unrealized +4.3%
TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF 0.0%
Value $26,693 Shares 750 Est. Cost $33.27 Unrealized
CI THE CIGNA GROUP COM 0.0%
Value $26,675 Shares 100 Est. Cost $302.46 Unrealized -7.2%
PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER 0.0%
Value $25,946 Shares 635 Est. Cost $41.06 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value $25,935 Shares 235 Est. Cost $110.21 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $25,295 Shares 444 Est. Cost $65.40 Unrealized
SM SM ENERGY COMPANY COM 0.0%
Value $25,246 Shares 810 Est. Cost $28.14 Unrealized -29.3%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $24,800 Shares 100 Est. Cost $185.65 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $23,642 Shares 200 Est. Cost $130.26 Unrealized -3.3%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value $23,636 Shares 448 Est. Cost $52.64 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value $22,791 Shares 214 Est. Cost $106.50 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value $22,380 Shares 500 Est. Cost $38.46 Unrealized +6.6%
BAC BANK AMERICA CORP COM 0.0%
Value $22,181 Shares 455 Est. Cost $52.79 Unrealized +1.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value $20,833 Shares 415 Est. Cost $41.20 Unrealized +6.4%
JNUG DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X ETF 0.0%
Value $19,915 Shares 100 Est. Cost $199.15 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $19,797 Shares 300 Est. Cost $37.91 Unrealized +66.3%
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF 0.0%
Value $19,618 Shares 406 Est. Cost $43.04 Unrealized
PENN PENN ENTERTAINMENT INC COM 0.0%
Value $19,539 Shares 1,300 Est. Cost $13.52 Unrealized 0.0%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value $19,476 Shares 161 Est. Cost $120.01 Unrealized
NKE NIKE INC CL B 0.0%
Value $19,354 Shares 366 Est. Cost $82.72 Unrealized -22.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $19,294 Shares 200 Est. Cost $108.41 Unrealized -4.9%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $19,278 Shares 250 Est. Cost $77.11 Unrealized
WELL WELLTOWER INC COM 0.0%
Value $19,178 Shares 97 Est. Cost $163.41 Unrealized +14.4%
PUTNAM MANAGED MUN INCOME TR COM 0.0%
Value $19,096 Shares 3,105 Est. Cost $6.04 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value $18,990 Shares 1,691 Est. Cost $11.39 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value $18,987 Shares 93 Est. Cost $238.00 Unrealized +1.2%
CTVA CORTEVA INC COM 0.0%
Value $18,332 Shares 219 Est. Cost $65.57 Unrealized +11.0%
ETN EATON CORP PLC SHS 0.0%
Value $18,241 Shares 51 Est. Cost $303.71 Unrealized +16.4%
SHEL SHELL PLC SPON ADS 0.0%
Value $18,228 Shares 196 Est. Cost $71.56 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value $18,112 Shares 228 Est. Cost $59.61 Unrealized +29.5%
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 0.0%
Value $17,562 Shares 517 Est. Cost $29.37 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value $17,404 Shares 77 Est. Cost $185.05 Unrealized +22.1%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value $17,323 Shares 369 Est. Cost $45.94 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value $17,226 Shares 600 Est. Cost $33.40 Unrealized -10.7%
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.0%
Value $16,973 Shares 399 Est. Cost $42.54 Unrealized
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value $16,845 Shares 369 Est. Cost $35.84 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value $16,765 Shares 500 Est. Cost $26.91 Unrealized +10.5%
LOW LOWES COS INC COM 0.0%
Value $16,498 Shares 70 Est. Cost $200.11 Unrealized +35.7%
F FORD MTR CO COM 0.0%
Value $16,312 Shares 1,414 Est. Cost $12.36 Unrealized +11.2%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value $16,244 Shares 75 Est. Cost $284.88 Unrealized -15.6%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $16,074 Shares 205 Est. Cost $75.40 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value $15,958 Shares 315 Est. Cost $42.11 Unrealized +11.8%
WTPI WISDOMTREE EQUITY PREMIUM INCOME FUND 0.0%
Value $15,923 Shares 499 Est. Cost $30.31 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $15,848 Shares 160 Est. Cost $73.50 Unrealized +10.3%
SMMD ISHARES RUSSELL 2500 ETF 0.0%
Value $15,804 Shares 207 Est. Cost $53.52 Unrealized
ALLE ALLEGION PLC ORD SHS 0.0%
Value $15,691 Shares 108 Est. Cost $128.52 Unrealized +29.4%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value $15,231 Shares 165 Est. Cost $88.68 Unrealized +7.1%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value $15,045 Shares 46 Est. Cost $229.79 Unrealized +44.0%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value $14,924 Shares 700 Est. Cost $14.49 Unrealized +8.9%
MDU MDU RES GROUP INC COM 0.0%
Value $14,297 Shares 690 Est. Cost $10.32 Unrealized +97.3%
LEN LENNAR CORP CL A 0.0%
Value $14,268 Shares 164 Est. Cost $123.11 Unrealized -7.0%
TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF 0.0%
Value $14,182 Shares 321 Est. Cost $44.18 Unrealized
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $14,134 Shares 308 Est. Cost $43.49 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.0%
Value $13,966 Shares 621 Est. Cost $43.85 Unrealized
APP APPLOVIN CORP COM CL A 0.0%
Value $13,930 Shares 35 Est. Cost $344.61 Unrealized +47.2%
ABNB AIRBNB INC COM CL A 0.0%
Value $13,891 Shares 110 Est. Cost $121.10 Unrealized +6.9%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value $13,856 Shares 184 Est. Cost $67.27 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value $13,742 Shares 219 Est. Cost $86.23 Unrealized -0.5%
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value $13,722 Shares 1,067 Est. Cost $13.36 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.0%
Value $13,517 Shares 276 Est. Cost $31.83 Unrealized
VTRS VIATRIS INC COM 0.0%
Value $13,510 Shares 1,000 Est. Cost $10.72 Unrealized +31.4%
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value $13,467 Shares 100 Est. Cost $103.16 Unrealized +22.1%
PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 0.0%
Value $13,286 Shares 311 Est. Cost $42.47 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value $13,193 Shares 717 Est. Cost $19.65 Unrealized
USB US BANCORP COM NEW 0.0%
Value $13,192 Shares 254 Est. Cost $41.49 Unrealized +36.5%
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value $12,943 Shares 860 Est. Cost $15.63 Unrealized +4.4%
AMTM AMENTUM HOLDINGS INC COM 0.0%
Value $12,857 Shares 493 Est. Cost $25.57 Unrealized +30.9%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $12,807 Shares 111 Est. Cost $101.21 Unrealized 0.0%
DXCM DEXCOM INC COM 0.0%
Value $12,560 Shares 200 Est. Cost $81.60 Unrealized -13.1%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value $12,537 Shares 33 Est. Cost $248.92 Unrealized +64.9%
FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value $12,355 Shares 696 Est. Cost $18.22 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $12,081 Shares 300 Est. Cost $39.35 Unrealized -1.5%
CRM SALESFORCE INC COM 0.0%
Value $11,947 Shares 64 Est. Cost $220.23 Unrealized -2.0%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value $11,250 Shares 75 Est. Cost $157.52 Unrealized -1.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value $10,946 Shares 60 Est. Cost $170.68 Unrealized +30.8%
MCO MOODYS CORP COM 0.0%
Value $10,906 Shares 25 Est. Cost $478.56 Unrealized +2.3%
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 0.0%
Value $10,865 Shares 335 Est. Cost $37.66 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 0.0%
Value $10,793 Shares 111 Est. Cost $96.07 Unrealized
NU NU HLDGS LTD ORD SHS CL A 0.0%
Value $10,778 Shares 750 Est. Cost $10.21 Unrealized +69.8%
COP CONOCOPHILLIPS COM 0.0%
Value $10,692 Shares 81 Est. Cost $106.23 Unrealized -3.4%
WRB BERKLEY W R CORP COM 0.0%
Value $10,605 Shares 160 Est. Cost $47.62 Unrealized +45.8%
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value $10,504 Shares 57 Est. Cost $139.21 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.0%
Value $10,481 Shares 228 Est. Cost $45.60 Unrealized
KVUE KENVUE INC COM 0.0%
Value $10,344 Shares 600 Est. Cost $20.06 Unrealized -12.0%
STWD STARWOOD PPTY TR INC COM 0.0%
Value $10,332 Shares 600 Est. Cost $19.37 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value $10,168 Shares 222 Est. Cost $30.73 Unrealized +50.0%
DOMO DOMO INC COM CL B 0.0%
Value $9,997 Shares 3,267 Est. Cost $11.76 Unrealized -50.9%
KKR INCOME OPPORTUNITIES FD COM 0.0%
Value $9,933 Shares 903 Est. Cost $12.60 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value $9,644 Shares 100 Est. Cost $102.85 Unrealized +1.3%
ACWX ISHARES MSCI ACWI EX U.S. ETF 0.0%
Value $9,586 Shares 140 Est. Cost $68.47 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value $9,544 Shares 69 Est. Cost $138.32 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value $9,529 Shares 29 Est. Cost $333.89 Unrealized +9.2%
IOT SAMSARA INC COM CL A 0.0%
Value $9,507 Shares 300 Est. Cost $11.39 Unrealized +161.3%
IQV IQVIA HLDGS INC COM 0.0%
Value $9,380 Shares 55 Est. Cost $213.73 Unrealized -1.7%
AMP AMERIPRISE FINL INC COM 0.0%
Value $8,888 Shares 20 Est. Cost $510.14 Unrealized -1.9%
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value $8,635 Shares 14 Est. Cost $596.04 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value $8,606 Shares 20 Est. Cost $334.57 Unrealized
VMI VALMONT INDS INC COM 0.0%
Value $8,391 Shares 21 Est. Cost $317.17 Unrealized +41.5%
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 0.0%
Value $8,307 Shares 348 Est. Cost $24.76 Unrealized
PTEN PATTERSON-UTI ENERGY INC COM 0.0%
Value $8,144 Shares 752 Est. Cost $7.64 Unrealized 0.0%
RACE FERRARI N V COM 0.0%
Value $8,123 Shares 24 Est. Cost $448.42 Unrealized -20.5%
SPMO INVESCO S&P 500 MOMENTUM ETF 0.0%
Value $8,072 Shares 72 Est. Cost $119.33 Unrealized
FIBK FIRST INTST BANCSYSTEM INC COM 0.0%
Value $8,016 Shares 240 Est. Cost $34.12 Unrealized +7.7%
HFEQ UNLIMITED HFEQ EQUITY LONG/SHORT ETF 0.0%
Value $7,989 Shares 379 Est. Cost $20.84 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS INC COM 0.0%
Value $7,794 Shares 200 Est. Cost $65.69 Unrealized -13.5%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $7,708 Shares 100 Est. Cost $96.18 Unrealized -6.9%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value $7,546 Shares 69 Est. Cost $102.23 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value $7,433 Shares 102 Est. Cost $54.04 Unrealized +22.8%
ARTY ISHARES FUTURE AI & TECH ETF 0.0%
Value $7,259 Shares 156 Est. Cost $30.54 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 0.0%
Value $7,013 Shares 165 Est. Cost $42.02 Unrealized
LNTH LANTHEUS HLDGS INC COM 0.0%
Value $6,978 Shares 92 Est. Cost $89.74 Unrealized -23.7%
MELI MERCADOLIBRE INC COM 0.0%
Value $6,916 Shares 4 Est. Cost $1109.19 Unrealized +86.3%
ULTA ULTA BEAUTY INC COM 0.0%
Value $6,795 Shares 13 Est. Cost $431.23 Unrealized +55.3%
ASML ASML HLDG NV N Y REGISTRY SHS 0.0%
Value $6,604 Shares 5 Est. Cost $885.27 Unrealized
BA BOEING CO COM 0.0%
Value $6,568 Shares 33 Est. Cost $167.25 Unrealized +42.6%
GLXY GALAXY DIGITAL INC. CL A 0.0%
Value $6,384 Shares 346 Est. Cost $30.98 Unrealized -18.0%
DOW DOW HLDGS INC COM 0.0%
Value $6,372 Shares 153 Est. Cost $24.31 Unrealized +19.5%
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 0.0%
Value $6,349 Shares 50 Est. Cost $88.78 Unrealized
BITB BITWISE BITCOIN ETF TRUST 0.0%
Value $6,295 Shares 171 Est. Cost $32.69 Unrealized
MFS GOVT MKTS INCOME TR SH BEN INT 0.0%
Value $6,280 Shares 2,136 Est. Cost $3.12 Unrealized
MSTR STRATEGY INC CL A NEW 0.0%
Value $6,240 Shares 50 Est. Cost $314.66 Unrealized -53.4%
KSPY KRANESHARES HEDGEYE HEDGED EQUITY INDEX ETF 0.0%
Value $6,224 Shares 227 Est. Cost $27.45 Unrealized
LOGI LOGITECH INTL S A SHS 0.0%
Value $6,105 Shares 67 Est. Cost $99.25 Unrealized -6.9%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $6,073 Shares 93 Est. Cost $64.32 Unrealized +21.9%
PHM PULTE GROUP INC COM 0.0%
Value $5,881 Shares 50 Est. Cost $41.03 Unrealized +220.3%
CLX CLOROX CO DEL COM 0.0%
Value $5,877 Shares 57 Est. Cost $126.86 Unrealized -9.8%
CNEQ ALGER CONCENTRATED EQUITY ETF 0.0%
Value $5,726 Shares 184 Est. Cost $34.38 Unrealized
GLW CORNING INC COM 0.0%
Value $5,575 Shares 41 Est. Cost $111.68 Unrealized 0.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $5,535 Shares 104 Est. Cost $53.22 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value $5,333 Shares 18 Est. Cost $244.86 Unrealized +17.8%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $5,301 Shares 50 Est. Cost $90.99 Unrealized
SRE SEMPRA COM 0.0%
Value $5,053 Shares 52 Est. Cost $68.73 Unrealized +30.3%
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF 0.0%
Value $5,038 Shares 225 Est. Cost $22.39 Unrealized
RUN SUNRUN INC COM 0.0%
Value $4,882 Shares 360 Est. Cost $26.69 Unrealized -28.2%
OTTR OTTER TAIL CORP COM 0.0%
Value $4,827 Shares 55 Est. Cost $77.16 Unrealized +11.3%
APD AIR PRODUCTS AND CHEMICALS INC COM 0.0%
Value $4,754 Shares 16 Est. Cost $285.50 Unrealized -4.9%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value $4,719 Shares 36 Est. Cost $108.19 Unrealized +11.4%
GD GENERAL DYNAMICS CORP COM 0.0%
Value $4,583 Shares 13 Est. Cost $320.01 Unrealized +10.8%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value $4,543 Shares 181 Est. Cost $25.71 Unrealized
CROX CROCS INC COM 0.0%
Value $4,151 Shares 50 Est. Cost $140.27 Unrealized -37.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value $4,068 Shares 29 Est. Cost $96.50 Unrealized +43.4%
RY ROYAL BK CDA COM 0.0%
Value $4,045 Shares 25 Est. Cost $137.85 Unrealized +23.3%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $4,033 Shares 37 Est. Cost $110.19 Unrealized
GFLW VICTORYSHARES FREE CASH FLOW GROWTH ETF 0.0%
Value $4,023 Shares 153 Est. Cost $28.16 Unrealized
MET METLIFE INC COM 0.0%
Value $3,960 Shares 56 Est. Cost $77.91 Unrealized -0.6%
SLV ISHARES SILVER TRUST 0.0%
Value $3,952 Shares 58 Est. Cost $64.41 Unrealized
EQT EQT CORP COM 0.0%
Value $3,882 Shares 61 Est. Cost $55.27 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value $3,757 Shares 100 Est. Cost $33.54 Unrealized +41.1%
FRTY ALGER MID CAP 40 ETF 0.0%
Value $3,701 Shares 190 Est. Cost $21.06 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value $3,675 Shares 100 Est. Cost $101.92 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value $3,596 Shares 10 Est. Cost $243.11 Unrealized +41.1%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $3,343 Shares 19 Est. Cost $219.38 Unrealized -17.3%
MS MORGAN STANLEY COM NEW 0.0%
Value $3,196 Shares 19 Est. Cost $124.73 Unrealized +44.1%
KMX CARMAX INC COM 0.0%
Value $3,077 Shares 74 Est. Cost $66.93 Unrealized -32.9%
KBH KB HOME COM 0.0%
Value $3,053 Shares 59 Est. Cost $48.87 Unrealized +24.8%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value $2,986 Shares 20 Est. Cost $142.47 Unrealized
CURI CURIOSITYSTREAM INC COM CL A 0.0%
Value $2,933 Shares 991 Est. Cost $0.98 Unrealized +253.8%
TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND 0.0%
Value $2,896 Shares 12 Est. Cost $242.25 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value $2,859 Shares 33 Est. Cost $81.59 Unrealized +22.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value $2,824 Shares 17 Est. Cost $109.33 Unrealized +8.9%
WFC WELLS FARGO & CO COM 0.0%
Value $2,786 Shares 35 Est. Cost $90.04 Unrealized 0.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value $2,737 Shares 32 Est. Cost $68.34 Unrealized
SY SO YOUNG INTERNATIONAL INC SPONSORED ADS 0.0%
Value $2,730 Shares 1,000 Est. Cost $1.06 Unrealized
FTWO STRIVE NATURAL RESOURCES AND SECURITY ETF 0.0%
Value $2,726 Shares 60 Est. Cost $40.63 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value $2,718 Shares 14 Est. Cost $178.10 Unrealized +15.8%
EVMO EATON VANCE MORTGAGE OPPORTUNITIES ETF 0.0%
Value $2,617 Shares 52 Est. Cost $50.73 Unrealized
POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 0.0%
Value $2,587 Shares 60 Est. Cost $43.92 Unrealized
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value $2,551 Shares 97 Est. Cost $26.30 Unrealized
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value $2,525 Shares 159 Est. Cost $23.28 Unrealized 0.0%
VREX VAREX IMAGING CORP COM 0.0%
Value $2,493 Shares 235 Est. Cost $20.91 Unrealized -34.9%
DRSK APTUS DEFINED RISK ETF 0.0%
Value $2,487 Shares 91 Est. Cost $28.47 Unrealized
KR KROGER CO COM 0.0%
Value $2,460 Shares 34 Est. Cost $69.08 Unrealized -6.5%
HFGM UNLIMITED HFGM GLOBAL MACRO ETF 0.0%
Value $2,437 Shares 76 Est. Cost $28.84 Unrealized
SPYT DEFIANCE S&P 500 TARGET INCOME ETF 0.0%
Value $2,412 Shares 148 Est. Cost $17.49 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $2,386 Shares 9 Est. Cost $257.33 Unrealized +6.2%
COPX GLOBAL X COPPER MINERS ETF 0.0%
Value $2,367 Shares 31 Est. Cost $71.77 Unrealized
CB CHUBB LTD SWITZ COM 0.0%
Value $2,361 Shares 7 Est. Cost $252.04 Unrealized +25.5%
NRG NRG ENERGY INC COM NEW 0.0%
Value $2,338 Shares 16 Est. Cost $165.30 Unrealized -4.1%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.0%
Value $2,320 Shares 14 Est. Cost $155.43 Unrealized
HWM HOWMET AEROSPACE INC COM 0.0%
Value $2,305 Shares 10 Est. Cost $226.53 Unrealized 0.0%
RBLX ROBLOX CORP CL A 0.0%
Value $2,262 Shares 40 Est. Cost $33.23 Unrealized +116.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value $2,198 Shares 52 Est. Cost $63.98 Unrealized -28.6%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $2,184 Shares 32 Est. Cost $180.93 Unrealized -37.4%
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF 0.0%
Value $2,155 Shares 16 Est. Cost $145.38 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value $2,092 Shares 122 Est. Cost $17.67 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value $2,085 Shares 97 Est. Cost $21.49 Unrealized
SURI SIMPLIFY PROPEL OPPORTUNITIES ETF 0.0%
Value $2,069 Shares 133 Est. Cost $16.68 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $2,049 Shares 7 Est. Cost $484.45 Unrealized -27.4%
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS 0.0%
Value $2,028 Shares 6 Est. Cost $338.00 Unrealized
FLXR TCW FLEXIBLE INCOME ETF 0.0%
Value $2,003 Shares 51 Est. Cost $39.60 Unrealized
CPER UNITED STATES COPPER INDEX FUND 0.0%
Value $1,997 Shares 58 Est. Cost $34.97 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $1,991 Shares 76 Est. Cost $26.68 Unrealized
KOMP STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value $1,988 Shares 34 Est. Cost $58.47 Unrealized
BX BLACKSTONE INC COM 0.0%
Value $1,954 Shares 17 Est. Cost $140.88 Unrealized 0.0%
BKD BROOKDALE SR LIVING INC COM 0.0%
Value $1,943 Shares 142 Est. Cost $4.69 Unrealized +195.1%
IAUG INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF AUGUST 0.0%
Value $1,863 Shares 65 Est. Cost $28.46 Unrealized
BKV BKV CORP COM 0.0%
Value $1,825 Shares 64 Est. Cost $28.56 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value $1,824 Shares 6 Est. Cost $305.09 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value $1,806 Shares 44 Est. Cost $38.52 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value $1,778 Shares 37 Est. Cost $48.98 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value $1,766 Shares 3 Est. Cost $661.01 Unrealized 0.0%
URA GLOBAL X URANIUM ETF 0.0%
Value $1,743 Shares 36 Est. Cost $42.72 Unrealized
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 0.0%
Value $1,722 Shares 36 Est. Cost $46.96 Unrealized
FEPI REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF 0.0%
Value $1,706 Shares 43 Est. Cost $45.56 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value $1,698 Shares 108 Est. Cost $30.96 Unrealized -41.8%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value $1,692 Shares 2 Est. Cost $932.60 Unrealized 0.0%
MBC MASTERBRAND INC COMMON STOCK 0.0%
Value $1,662 Shares 200 Est. Cost $15.20 Unrealized -20.1%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 0.0%
Value $1,601 Shares 32 Est. Cost $50.03 Unrealized
ECL ECOLAB INC COM 0.0%
Value $1,596 Shares 6 Est. Cost $286.24 Unrealized 0.0%
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value $1,595 Shares 11 Est. Cost $138.46 Unrealized
QMOM ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF 0.0%
Value $1,571 Shares 23 Est. Cost $65.31 Unrealized
AFMC FIRST TRUST ACTIVE FACTOR MID CAP ETF 0.0%
Value $1,562 Shares 44 Est. Cost $34.48 Unrealized
SILJ AMPLIFY JUNIOR SILVER MINERS ETF 0.0%
Value $1,545 Shares 52 Est. Cost $27.67 Unrealized
MICC MAGNUM ICE CREAM CO NV ORD SHS 0.0%
Value $1,495 Shares 100 Est. Cost $16.81 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value $1,470 Shares 7 Est. Cost $200.28 Unrealized 0.0%
ADBE ADOBE INC COM 0.0%
Value $1,458 Shares 6 Est. Cost $418.55 Unrealized -30.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $1,449 Shares 20 Est. Cost $71.65 Unrealized +12.5%
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value $1,446 Shares 200 Est. Cost $19.00 Unrealized -43.9%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value $1,440 Shares 12 Est. Cost $113.75 Unrealized
VOLT TEMA ELECTRIFICATION ETF 0.0%
Value $1,438 Shares 42 Est. Cost $28.93 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value $1,437 Shares 9 Est. Cost $154.23 Unrealized 0.0%
HOG HARLEY DAVIDSON INC COM 0.0%
Value $1,415 Shares 70 Est. Cost $42.57 Unrealized -52.3%
GBUG SPROTT ACTIVE GOLD & SILVER MINERS ETF 0.0%
Value $1,409 Shares 31 Est. Cost $43.68 Unrealized
JMID JANUS HENDERSON MID CAP GROWTH ALPHA ETF 0.0%
Value $1,407 Shares 50 Est. Cost $29.09 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value $1,383 Shares 3 Est. Cost $468.69 Unrealized +11.2%
IWMI NEOS RUSSELL 2000 HIGH INCOME ETF 0.0%
Value $1,375 Shares 29 Est. Cost $48.67 Unrealized
IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST 0.0%
Value $1,354 Shares 29 Est. Cost $43.00 Unrealized
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0.0%
Value $1,347 Shares 47 Est. Cost $28.66 Unrealized
XYZ BLOCK INC CL A 0.0%
Value $1,324 Shares 22 Est. Cost $74.30 Unrealized -18.8%
XRMI GLOBAL X S&P 500 RISK MANAGED INCOME ETF 0.0%
Value $1,318 Shares 78 Est. Cost $17.87 Unrealized
ELFY ALPS ELECTRIFICATION INFRASTRUCTURE ETF 0.0%
Value $1,298 Shares 33 Est. Cost $35.18 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value $1,265 Shares 18 Est. Cost $71.60 Unrealized -12.1%
APH AMPHENOL CORP CL A 0.0%
Value $1,264 Shares 10 Est. Cost $146.40 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TRUST ETF 0.0%
Value $1,230 Shares 41 Est. Cost $41.87 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value $1,197 Shares 90 Est. Cost $12.06 Unrealized +39.1%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $1,142 Shares 15 Est. Cost $65.21 Unrealized 0.0%
VBR VANGUARD SMALL CAP VALUE ETF 0.0%
Value $1,086 Shares 5 Est. Cost $166.48 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value $1,076 Shares 21 Est. Cost $50.30 Unrealized
RKT ROCKET COS INC COM CL A 0.0%
Value $1,040 Shares 73 Est. Cost $17.44 Unrealized +15.6%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.0%
Value $977 Shares 5 Est. Cost $183.08 Unrealized 0.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value $975 Shares 6 Est. Cost $167.37 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value $948 Shares 20 Est. Cost $48.68 Unrealized +9.9%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value $935 Shares 13 Est. Cost $72.04 Unrealized +9.3%
ETR ENTERGY CORP NEW COM 0.0%
Value $899 Shares 8 Est. Cost $97.37 Unrealized 0.0%
VSNT VERSANT MEDIA GROUP INC COM CL A 0.0%
Value $888 Shares 24 Est. Cost $32.14 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value $865 Shares 2 Est. Cost $497.56 Unrealized 0.0%
PCG PG&E CORP COM 0.0%
Value $843 Shares 48 Est. Cost $15.92 Unrealized +2.9%
USDU WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND 0.0%
Value $790 Shares 30 Est. Cost $26.05 Unrealized
SRPT SAREPTA THERAPEUTICS INC COM 0.0%
Value $762 Shares 35 Est. Cost $20.24 Unrealized 0.0%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value $740 Shares 137 Est. Cost $7.18 Unrealized -10.8%
NOW SERVICENOW INC COM 0.0%
Value $732 Shares 7 Est. Cost $121.19 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value $728 Shares 24 Est. Cost $30.53 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value $693 Shares 10 Est. Cost $130.05 Unrealized -26.4%
PRU PRUDENTIAL FINL INC COM 0.0%
Value $684 Shares 7 Est. Cost $94.05 Unrealized +14.2%
BALT INNOVATOR DEFINED WEALTH SHIELD ETF 0.0%
Value $669 Shares 20 Est. Cost $33.45 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $569 Shares 8 Est. Cost $77.91 Unrealized +5.6%
TECX TECTONIC THERAPEUTIC INC COM 0.0%
Value $556 Shares 18 Est. Cost $20.64 Unrealized +2.2%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value $556 Shares 2 Est. Cost $303.32 Unrealized 0.0%
LMND LEMONADE INC COM 0.0%
Value $501 Shares 8 Est. Cost $34.41 Unrealized +118.7%
TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 0.0%
Value $499 Shares 11 Est. Cost $45.62 Unrealized
CHPT CHARGEPOINT HOLDINGS INC COM SHS 0.0%
Value $486 Shares 100 Est. Cost $11.45 Unrealized -43.7%
NNOX NANO X IMAGING LTD ORD SHS 0.0%
Value $479 Shares 211 Est. Cost $2.72 Unrealized 0.0%
ATAI ATAIBECKLEY INC COM SHS 0.0%
Value $446 Shares 126 Est. Cost $3.85 Unrealized 0.0%
USFR WISDOMTREE FLOATING RATE TREASURY FUND 0.0%
Value $415 Shares 8 Est. Cost $50.25 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value $414 Shares 4 Est. Cost $99.26 Unrealized
AGAE ALLIED GAMING & ENTRTNMNT INC COM 0.0%
Value $407 Shares 1,488 Est. Cost $0.33 Unrealized 0.0%
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 0.0%
Value $328 Shares 4 Est. Cost $77.71 Unrealized
FGMC FG MERGER II CORP COM 0.0%
Value $313 Shares 31 Est. Cost $10.02 Unrealized +0.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value $299 Shares 5 Est. Cost $43.07 Unrealized +48.3%
KHC KRAFT HEINZ CO COM 0.0%
Value $292 Shares 13 Est. Cost $24.63 Unrealized -2.9%
DQ DAQO NEW ENERGY CORP SPNSRD ADS NEW 0.0%
Value $277 Shares 13 Est. Cost $28.15 Unrealized
BBJP JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value $276 Shares 4 Est. Cost $66.13 Unrealized
RIG TRANSOCEAN LTD REGISTERED SHS 0.0%
Value $252 Shares 38 Est. Cost $3.88 Unrealized +33.0%
WAB WABTEC COM 0.0%
Value $250 Shares 1 Est. Cost $205.33 Unrealized +16.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value $248 Shares 3 Est. Cost $83.96 Unrealized
JOBY/WS JOBY AVIATION INC WT EXP 081026 0.0%
Value $237 Shares 300 Est. Cost $0.57 Unrealized
ALAB ASTERA LABS INC COM 0.0%
Value $219 Shares 2 Est. Cost $157.63 Unrealized 0.0%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value $205 Shares 4 Est. Cost $48.15 Unrealized
MBB ISHARES MBS ETF 0.0%
Value $190 Shares 2 Est. Cost $95.00 Unrealized
XPEV XPENG INC ADS 0.0%
Value $188 Shares 11 Est. Cost $20.27 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value $185 Shares 4 Est. Cost $46.08 Unrealized
TFLO ISHARES TREASURY FLOATING RATE BOND ETF 0.0%
Value $152 Shares 3 Est. Cost $50.75 Unrealized
BBEU JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value $145 Shares 2 Est. Cost $73.29 Unrealized
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value $131 Shares 10 Est. Cost $10.06 Unrealized +104.5%
VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF 0.0%
Value $131 Shares 2 Est. Cost $61.00 Unrealized
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 0.0%
Value $119 Shares 2 Est. Cost $56.34 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value $111 Shares 2 Est. Cost $73.00 Unrealized
GEVO GEVO INC COM PAR 0.0%
Value $109 Shares 40 Est. Cost $1.63 Unrealized +19.4%
BBCA JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value $94 Shares 1 Est. Cost $89.59 Unrealized
EDIT EDITAS MEDICINE INC COM 0.0%
Value $86 Shares 35 Est. Cost $1.76 Unrealized +13.2%
NUVEEN TAXABLE MUNICPAL INM FD COM 0.0%
Value $80 Shares 5 Est. Cost $16.23 Unrealized
JTEK JPMORGAN U.S. TECH LEADERS ETF 0.0%
Value $80 Shares 1 Est. Cost $80.00 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value $79 Shares 1 Est. Cost $135.48 Unrealized +9.6%
CRNC CERENCE INC COM 0.0%
Value $76 Shares 12 Est. Cost $17.13 Unrealized -40.4%
RCEL AVITA MEDICAL INC COM 0.0%
Value $74 Shares 20 Est. Cost $5.99 Unrealized -32.0%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value $66 Shares 12 Est. Cost $2.83 Unrealized
BROS DUTCH BROS INC CL A 0.0%
Value $51 Shares 1 Est. Cost $65.23 Unrealized -12.8%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $50 Shares 1 Est. Cost $47.88 Unrealized
LCID LUCID GROUP INC COM NEW 0.0%
Value $48 Shares 5 Est. Cost $22.60 Unrealized -53.1%
GME GAMESTOP CORP CL A 0.0%
Value $46 Shares 2 Est. Cost $26.19 Unrealized -12.1%
ADMA ADMA BIOLOGICS INC COM 0.0%
Value $45 Shares 5 Est. Cost $20.39 Unrealized -16.8%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 0.0%
Value $38 Shares 1 Est. Cost $46.05 Unrealized
PII POLARIS INC COM 0.0%
Value $37 Shares 1 Est. Cost $53.92 Unrealized +25.2%
ES EVERSOURCE ENERGY COM 0.0%
Value $37 Shares 1 Est. Cost $64.19 Unrealized +9.2%
SSM SONO GROUP N V SHS NEW 0.0%
Value $19 Shares 3 Est. Cost $7.37 Unrealized -3.3%
AMC AMC ENTMT HLDGS INC CL A NEW 0.0%
Value $15 Shares 15 Est. Cost $11.86 Unrealized -88.0%
BLACK TITAN CORP ORD SHS 0.0%
Value $3 Shares 2 Est. Cost $7.00 Unrealized