KFG WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001919344 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 15, 2024

Total Value ($000): $459,984 (100.0% shares, 0.0% debt)

Holdings (181)

FELC FIDELITY COVINGTON TRUST 10.0%
Value ($000) $45,950 Shares 1,431,898 Est. Cost $32.09 Unrealized
ACIO ETF SER SOLUTIONS 8.0%
Value ($000) $36,963 Shares 930,120 Est. Cost $39.74 Unrealized
DRSK ETF SER SOLUTIONS 4.5%
Value ($000) $20,718 Shares 732,085 Est. Cost $28.30 Unrealized
FENI FIDELITY COVINGTON TRUST 4.4%
Value ($000) $20,018 Shares 661,094 Est. Cost $30.28 Unrealized
PSTP INNOVATOR ETFS TRUST 3.7%
Value ($000) $17,045 Shares 540,515 Est. Cost $26.85 Unrealized
BUFF INNOVATOR ETFS TRUST 3.6%
Value ($000) $16,758 Shares 379,835 Est. Cost $37.38 Unrealized
QQQ INVESCO QQQ TR 3.4%
Value ($000) $15,473 Shares 31,702 Est. Cost $317.75 Unrealized
FBND FIDELITY MERRIMACK STR TR 2.9%
Value ($000) $13,537 Shares 289,625 Est. Cost $46.64 Unrealized
DCOR DIMENSIONAL ETF TRUST 2.9%
Value ($000) $13,150 Shares 207,615 Est. Cost $62.64 Unrealized
SPEM SPDR INDEX SHS FDS 2.6%
Value ($000) $12,099 Shares 293,100 Est. Cost $41.28 Unrealized
IVW ISHARES TR 2.4%
Value ($000) $10,859 Shares 113,410 Est. Cost $70.23 Unrealized
FMDE FIDELITY COVINGTON TRUST 2.3%
Value ($000) $10,548 Shares 327,982 Est. Cost $32.16 Unrealized
OSCV ETF SER SOLUTIONS 2.2%
Value ($000) $10,212 Shares 272,679 Est. Cost $37.45 Unrealized
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $9,743 Shares 16,981 Est. Cost $394.43 Unrealized
UJUL INNOVATOR ETFS TRUST 2.1%
Value ($000) $9,458 Shares 278,924 Est. Cost $32.56 Unrealized
UAUG INNOVATOR ETFS TRUST 2.0%
Value ($000) $9,193 Shares 262,438 Est. Cost $30.26 Unrealized
UJUN INNOVATOR ETFS TRUST 1.5%
Value ($000) $6,994 Shares 210,472 Est. Cost $30.98 Unrealized
UAPR INNOVATOR ETFS TRUST 1.5%
Value ($000) $6,848 Shares 226,752 Est. Cost $27.62 Unrealized
PMAY INNOVATOR ETFS TRUST 1.2%
Value ($000) $5,709 Shares 161,982 Est. Cost $29.92 Unrealized
DFIC DIMENSIONAL ETF TRUST 1.2%
Value ($000) $5,451 Shares 193,709 Est. Cost $27.97 Unrealized
PAPR INNOVATOR ETFS TRUST 1.2%
Value ($000) $5,426 Shares 150,971 Est. Cost $31.25 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $5,110 Shares 21,932 Est. Cost $151.49 Unrealized +46.5%
AGG ISHARES TR 1.1%
Value ($000) $5,085 Shares 50,212 Est. Cost $98.86 Unrealized
PMAR INNOVATOR ETFS TRUST 1.0%
Value ($000) $4,375 Shares 111,465 Est. Cost $34.11 Unrealized
DFIP DIMENSIONAL ETF TRUST 0.9%
Value ($000) $4,357 Shares 103,046 Est. Cost $42.21 Unrealized
PAUG INNOVATOR ETFS TRUST 0.9%
Value ($000) $4,353 Shares 114,982 Est. Cost $31.14 Unrealized
PSEP INNOVATOR ETFS TRUST 0.8%
Value ($000) $3,840 Shares 99,667 Est. Cost $32.59 Unrealized
XLRE SELECT SECTOR SPDR TR 0.8%
Value ($000) $3,694 Shares 82,695 Est. Cost $44.67 Unrealized
REZ ISHARES TR 0.8%
Value ($000) $3,576 Shares 40,263 Est. Cost $88.82 Unrealized
IJR ISHARES TR 0.8%
Value ($000) $3,558 Shares 30,423 Est. Cost $115.02 Unrealized
EMB ISHARES TR 0.7%
Value ($000) $3,445 Shares 36,813 Est. Cost $84.59 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.7%
Value ($000) $3,212 Shares 114,116 Est. Cost $27.90 Unrealized
PJUL INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,208 Shares 79,253 Est. Cost $36.04 Unrealized
SOXX ISHARES TR 0.7%
Value ($000) $3,163 Shares 13,715 Est. Cost $232.40 Unrealized
POCT INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,063 Shares 78,638 Est. Cost $33.84 Unrealized
TJUL INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,973 Shares 108,346 Est. Cost $24.87 Unrealized
UMAR INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,807 Shares 80,476 Est. Cost $31.25 Unrealized
PDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,765 Shares 72,180 Est. Cost $31.34 Unrealized
USEP INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,409 Shares 69,350 Est. Cost $29.41 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $2,363 Shares 5,492 Est. Cost $297.79 Unrealized +42.1%
IVV ISHARES TR 0.5%
Value ($000) $2,268 Shares 3,932 Est. Cost $520.55 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,183 Shares 87,768 Est. Cost $24.87 Unrealized
PJUN INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,088 Shares 56,621 Est. Cost $31.31 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,923 Shares 23,815 Est. Cost $54.68 Unrealized +32.6%
UDEC INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,868 Shares 53,368 Est. Cost $28.23 Unrealized
UOCT INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,754 Shares 50,381 Est. Cost $27.49 Unrealized
PFEB INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,730 Shares 47,993 Est. Cost $31.55 Unrealized
ISEP INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,679 Shares 57,928 Est. Cost $26.14 Unrealized
PJAN INNOVATOR ETFS TRUST 0.4%
Value ($000) $1,641 Shares 39,713 Est. Cost $35.62 Unrealized
PATK PATRICK INDS INC 0.4%
Value ($000) $1,619 Shares 11,370 Est. Cost $50.99 Unrealized +60.7%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,612 Shares 13,277 Est. Cost $94.39 Unrealized +25.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,499 Shares 25,189 Est. Cost $57.64 Unrealized
UMAY INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,465 Shares 44,406 Est. Cost $27.93 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $1,459 Shares 6,004 Est. Cost $182.42 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,258 Shares 7,265 Est. Cost $138.95 Unrealized +18.2%
BUFB INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,235 Shares 39,117 Est. Cost $28.31 Unrealized
PNOV INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,129 Shares 30,573 Est. Cost $31.74 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,096 Shares 1,874 Est. Cost $506.10 Unrealized +8.3%
UFEB INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,084 Shares 33,324 Est. Cost $27.24 Unrealized
UJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,070 Shares 28,128 Est. Cost $32.58 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,031 Shares 3,200 Est. Cost $229.56 Unrealized +36.4%
ZJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,022 Shares 38,176 Est. Cost $26.78 Unrealized
AJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,018 Shares 39,017 Est. Cost $24.91 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $985 Shares 2,430 Est. Cost $287.37 Unrealized +22.7%
UNOV INNOVATOR ETFS TRUST 0.2%
Value ($000) $980 Shares 28,909 Est. Cost $27.71 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $957 Shares 11,326 Est. Cost $70.00 Unrealized +6.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $954 Shares 17,368 Est. Cost $54.71 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $947 Shares 12,139 Est. Cost $70.72 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $942 Shares 5,811 Est. Cost $152.83 Unrealized -0.1%
DFGR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $924 Shares 32,019 Est. Cost $28.86 Unrealized
LKFN LAKELAND FINL CORP 0.2%
Value ($000) $915 Shares 14,046 Est. Cost $60.09 Unrealized +3.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $887 Shares 3,050 Est. Cost $43.54 Unrealized +20.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $887 Shares 1,927 Est. Cost $320.39 Unrealized +38.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $881 Shares 4,729 Est. Cost $120.53 Unrealized +51.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $845 Shares 8,140 Est. Cost $73.74 Unrealized +34.2%
TSLA TESLA INC 0.2%
Value ($000) $817 Shares 3,122 Est. Cost $191.49 Unrealized +19.1%
MCD MCDONALDS CORP 0.2%
Value ($000) $812 Shares 2,666 Est. Cost $261.77 Unrealized +1.9%
PEP PEPSICO INC 0.2%
Value ($000) $793 Shares 4,662 Est. Cost $163.28 Unrealized -0.2%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $785 Shares 2,837 Est. Cost $211.34 Unrealized +19.9%
MKC MCCORMICK & CO INC 0.2%
Value ($000) $781 Shares 9,484 Est. Cost $70.24 Unrealized +6.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $752 Shares 848 Est. Cost $498.02 Unrealized +73.1%
FISV FISERV INC 0.2%
Value ($000) $745 Shares 4,149 Est. Cost $116.66 Unrealized +41.4%
CLX CLOROX CO DEL 0.2%
Value ($000) $742 Shares 4,556 Est. Cost $141.17 Unrealized +0.0%
PAYX PAYCHEX INC 0.2%
Value ($000) $741 Shares 5,524 Est. Cost $104.51 Unrealized +16.7%
IJH ISHARES TR 0.2%
Value ($000) $726 Shares 11,642 Est. Cost $83.52 Unrealized
JULJ INNOVATOR ETFS TRUST 0.2%
Value ($000) $721 Shares 28,895 Est. Cost $24.77 Unrealized
JANJ INNOVATOR ETFS TRUST 0.2%
Value ($000) $717 Shares 28,996 Est. Cost $24.70 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $715 Shares 5,296 Est. Cost $120.01 Unrealized
APRJ INNOVATOR ETFS TRUST 0.2%
Value ($000) $704 Shares 28,567 Est. Cost $24.65 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $689 Shares 3,592 Est. Cost $218.98 Unrealized -15.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $644 Shares 3,881 Est. Cost $128.34 Unrealized +29.9%
PFE PFIZER INC 0.1%
Value ($000) $632 Shares 21,853 Est. Cost $24.65 Unrealized +8.2%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $629 Shares 12,421 Est. Cost $46.26 Unrealized
RMD RESMED INC 0.1%
Value ($000) $623 Shares 2,553 Est. Cost $177.06 Unrealized +24.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $592 Shares 1,198 Est. Cost $405.25 Unrealized +13.9%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $591 Shares 2,802 Est. Cost $163.40 Unrealized +25.4%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $591 Shares 6,989 Est. Cost $80.03 Unrealized
V VISA INC 0.1%
Value ($000) $562 Shares 2,043 Est. Cost $247.48 Unrealized +8.2%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $555 Shares 370 Est. Cost $1327.60 Unrealized +5.7%
AON AON PLC 0.1%
Value ($000) $550 Shares 1,590 Est. Cost $285.70 Unrealized +13.5%
GOOG ALPHABET INC 0.1%
Value ($000) $546 Shares 3,269 Est. Cost $144.39 Unrealized +16.5%
ZAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $545 Shares 22,103 Est. Cost $24.66 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $545 Shares 473 Est. Cost $62.14 Unrealized +18.2%
ROL ROLLINS INC 0.1%
Value ($000) $542 Shares 10,724 Est. Cost $39.81 Unrealized +22.0%
INTU INTUIT 0.1%
Value ($000) $531 Shares 855 Est. Cost $435.36 Unrealized +45.4%
OCTJ INNOVATOR ETFS TRUST 0.1%
Value ($000) $527 Shares 22,060 Est. Cost $24.12 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $523 Shares 1,480 Est. Cost $287.52 Unrealized +12.3%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $521 Shares 1,002 Est. Cost $486.43 Unrealized +7.1%
AZO AUTOZONE INC 0.1%
Value ($000) $507 Shares 161 Est. Cost $2562.84 Unrealized +19.8%
AAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $507 Shares 19,322 Est. Cost $25.29 Unrealized
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $505 Shares 11,715 Est. Cost $34.43 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $504 Shares 4,811 Est. Cost $92.47 Unrealized +9.1%
IDXX IDEXX LABS INC 0.1%
Value ($000) $502 Shares 993 Est. Cost $471.85 Unrealized +3.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $500 Shares 4,195 Est. Cost $123.60 Unrealized
COR CENCORA INC 0.1%
Value ($000) $491 Shares 2,183 Est. Cost $172.80 Unrealized +32.9%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $491 Shares 1,067 Est. Cost $398.83 Unrealized +4.9%
LLY ELI LILLY & CO 0.1%
Value ($000) $484 Shares 546 Est. Cost $395.90 Unrealized +124.9%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $477 Shares 6,501 Est. Cost $69.12 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $458 Shares 8,775 Est. Cost $53.83 Unrealized -8.0%
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $419 Shares 3,828 Est. Cost $88.81 Unrealized
QLTY 2023 ETF SERIES TRUST II 0.1%
Value ($000) $416 Shares 12,766 Est. Cost $30.35 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $404 Shares 7,037 Est. Cost $52.86 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $401 Shares 1,777 Est. Cost $128.16 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $398 Shares 11,964 Est. Cost $30.54 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $397 Shares 3,481 Est. Cost $98.03 Unrealized +9.2%
NJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $395 Shares 6,502 Est. Cost $58.13 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $376 Shares 6,349 Est. Cost $54.63 Unrealized
SRCE 1ST SOURCE CORP 0.1%
Value ($000) $371 Shares 6,191 Est. Cost $53.09 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $353 Shares 834 Est. Cost $397.76 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $351 Shares 2,034 Est. Cost $158.01 Unrealized 0.0%
XT ISHARES TR 0.1%
Value ($000) $346 Shares 5,683 Est. Cost $54.33 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $341 Shares 10,593 Est. Cost $29.50 Unrealized
SPHY SPDR SER TR 0.1%
Value ($000) $337 Shares 14,015 Est. Cost $23.52 Unrealized
IBTG ISHARES TR 0.1%
Value ($000) $326 Shares 14,141 Est. Cost $23.07 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $323 Shares 1,636 Est. Cost $137.67 Unrealized +29.8%
DFGX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $318 Shares 5,881 Est. Cost $53.11 Unrealized
ISHARES TR 0.1%
Value ($000) $316 Shares 13,508 Est. Cost $23.42 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $316 Shares 4,426 Est. Cost $25.72 Unrealized +28.0%
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $311 Shares 12,893 Est. Cost $17.96 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $309 Shares 1,327 Est. Cost $210.79 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $308 Shares 4,288 Est. Cost $57.30 Unrealized +14.6%
NLR VANECK ETF TRUST 0.1%
Value ($000) $302 Shares 3,620 Est. Cost $76.72 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $297 Shares 2,013 Est. Cost $151.89 Unrealized -7.9%
ROBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $296 Shares 6,748 Est. Cost $44.94 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $292 Shares 1,322 Est. Cost $123.05 Unrealized +53.6%
IBB ISHARES TR 0.1%
Value ($000) $288 Shares 1,975 Est. Cost $139.01 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $280 Shares 1,103 Est. Cost $214.15 Unrealized 0.0%
IDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $274 Shares 9,664 Est. Cost $25.87 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $272 Shares 2,134 Est. Cost $127.27 Unrealized
DFNM DIMENSIONAL ETF TRUST 0.1%
Value ($000) $270 Shares 5,570 Est. Cost $48.51 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $269 Shares 2,370 Est. Cost $94.88 Unrealized +19.1%
LOW LOWES COS INC 0.1%
Value ($000) $269 Shares 992 Est. Cost $222.03 Unrealized +6.4%
MUB ISHARES TR 0.1%
Value ($000) $267 Shares 2,458 Est. Cost $105.52 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $267 Shares 895 Est. Cost $263.91 Unrealized 0.0%
CHE CHEMED CORP NEW 0.1%
Value ($000) $263 Shares 437 Est. Cost $563.60 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $256 Shares 1,192 Est. Cost $204.45 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $254 Shares 1,067 Est. Cost $224.65 Unrealized 0.0%
CPRT COPART INC 0.1%
Value ($000) $253 Shares 4,824 Est. Cost $51.93 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $253 Shares 454 Est. Cost $544.48 Unrealized 0.0%
TLT ISHARES TR 0.1%
Value ($000) $247 Shares 2,522 Est. Cost $98.44 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $245 Shares 961 Est. Cost $241.07 Unrealized 0.0%
ICLN ISHARES TR 0.1%
Value ($000) $245 Shares 16,661 Est. Cost $13.91 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $241 Shares 918 Est. Cost $220.42 Unrealized +7.7%
UNP UNION PAC CORP 0.1%
Value ($000) $239 Shares 968 Est. Cost $235.51 Unrealized -0.4%
DRAGONFLY ENERGY HOLDINGS CO 0.1%
Value ($000) $238 Shares 448,830 Est. Cost $0.68 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $236 Shares 3,210 Est. Cost $67.09 Unrealized +0.1%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $236 Shares 1,370 Est. Cost $185.12 Unrealized 0.0%
BUFT FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $236 Shares 10,677 Est. Cost $18.45 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $233 Shares 2,584 Est. Cost $79.40 Unrealized +1.8%
IEF ISHARES TR 0.0%
Value ($000) $228 Shares 2,322 Est. Cost $96.26 Unrealized
IBTH ISHARES TR 0.0%
Value ($000) $225 Shares 9,956 Est. Cost $22.64 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $224 Shares 1,913 Est. Cost $110.03 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $221 Shares 6,173 Est. Cost $29.71 Unrealized +11.9%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $220 Shares 1,419 Est. Cost $130.51 Unrealized +11.7%
BJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $218 Shares 4,681 Est. Cost $43.54 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $218 Shares 567 Est. Cost $374.01 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $211 Shares 4,854 Est. Cost $41.49 Unrealized
BAUG INNOVATOR ETFS TRUST 0.0%
Value ($000) $209 Shares 4,893 Est. Cost $42.78 Unrealized
GPN GLOBAL PMTS INC 0.0%
Value ($000) $202 Shares 1,976 Est. Cost $102.17 Unrealized 0.0%
DOX AMDOCS LTD 0.0%
Value ($000) $202 Shares 2,307 Est. Cost $79.09 Unrealized +2.7%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $201 Shares 7,000 Est. Cost $24.14 Unrealized +17.4%