KFG WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001919344 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 21, 2025

Total Value ($000): $534,999 (100.0% shares, 0.0% debt)

Holdings (182)

FELC FIDELITY COVINGTON TRUST 11.4%
Value ($000) $61,054 Shares 1,854,046 Est. Cost $32.28 Unrealized
ACIO ETF SER SOLUTIONS 9.5%
Value ($000) $50,920 Shares 1,265,420 Est. Cost $39.87 Unrealized
DRSK ETF SER SOLUTIONS 6.4%
Value ($000) $34,193 Shares 1,246,554 Est. Cost $27.94 Unrealized
FBND FIDELITY MERRIMACK STR TR 4.7%
Value ($000) $25,292 Shares 563,676 Est. Cost $45.78 Unrealized
FENI FIDELITY COVINGTON TRUST 4.6%
Value ($000) $24,496 Shares 889,786 Est. Cost $29.57 Unrealized
DCOR DIMENSIONAL ETF TRUST 3.5%
Value ($000) $18,606 Shares 289,988 Est. Cost $63.07 Unrealized
PSTP INNOVATOR ETFS TRUST 3.4%
Value ($000) $18,260 Shares 570,093 Est. Cost $27.12 Unrealized
BUFF INNOVATOR ETFS TRUST 3.4%
Value ($000) $17,984 Shares 400,448 Est. Cost $37.76 Unrealized
SPEM SPDR INDEX SHS FDS 2.8%
Value ($000) $14,786 Shares 385,342 Est. Cost $40.58 Unrealized
QQQ INVESCO QQQ TR 2.7%
Value ($000) $14,675 Shares 28,705 Est. Cost $317.75 Unrealized
FMDE FIDELITY COVINGTON TRUST 2.6%
Value ($000) $13,914 Shares 423,550 Est. Cost $32.32 Unrealized
OSCV ETF SER SOLUTIONS 2.5%
Value ($000) $13,292 Shares 359,348 Est. Cost $37.34 Unrealized
IVW ISHARES TR 1.9%
Value ($000) $10,312 Shares 101,570 Est. Cost $70.23 Unrealized
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $9,253 Shares 15,788 Est. Cost $394.43 Unrealized
UJUL INNOVATOR ETFS TRUST 1.7%
Value ($000) $8,977 Shares 260,229 Est. Cost $32.56 Unrealized
UAUG INNOVATOR ETFS TRUST 1.6%
Value ($000) $8,671 Shares 244,180 Est. Cost $30.26 Unrealized
DFIP DIMENSIONAL ETF TRUST 1.3%
Value ($000) $7,212 Shares 178,118 Est. Cost $41.48 Unrealized
DFIC DIMENSIONAL ETF TRUST 1.3%
Value ($000) $6,957 Shares 269,177 Est. Cost $27.37 Unrealized
UAPR INNOVATOR ETFS TRUST 1.2%
Value ($000) $6,311 Shares 204,644 Est. Cost $27.62 Unrealized
UJUN INNOVATOR ETFS TRUST 1.1%
Value ($000) $5,862 Shares 173,374 Est. Cost $30.98 Unrealized
POCT INNOVATOR ETFS TRUST 1.1%
Value ($000) $5,689 Shares 143,793 Est. Cost $36.43 Unrealized
PAPR INNOVATOR ETFS TRUST 1.0%
Value ($000) $5,397 Shares 147,052 Est. Cost $31.25 Unrealized
PMAY INNOVATOR ETFS TRUST 1.0%
Value ($000) $5,288 Shares 147,262 Est. Cost $29.92 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $4,407 Shares 17,598 Est. Cost $151.49 Unrealized +54.8%
XLRE SELECT SECTOR SPDR TR 0.8%
Value ($000) $4,393 Shares 108,014 Est. Cost $43.73 Unrealized
PAUG INNOVATOR ETFS TRUST 0.8%
Value ($000) $4,315 Shares 112,084 Est. Cost $31.14 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.8%
Value ($000) $4,110 Shares 156,923 Est. Cost $27.44 Unrealized
PSEP INNOVATOR ETFS TRUST 0.8%
Value ($000) $4,096 Shares 104,803 Est. Cost $32.91 Unrealized
PMAR INNOVATOR ETFS TRUST 0.7%
Value ($000) $3,916 Shares 97,434 Est. Cost $34.11 Unrealized
BUFB INNOVATOR ETFS TRUST 0.6%
Value ($000) $3,445 Shares 106,652 Est. Cost $30.84 Unrealized
PDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $3,340 Shares 86,933 Est. Cost $32.54 Unrealized
UOCT INNOVATOR ETFS TRUST 0.6%
Value ($000) $3,241 Shares 91,867 Est. Cost $31.01 Unrealized
PJUL INNOVATOR ETFS TRUST 0.6%
Value ($000) $3,119 Shares 75,768 Est. Cost $36.04 Unrealized
TJUL INNOVATOR ETFS TRUST 0.6%
Value ($000) $2,948 Shares 106,159 Est. Cost $24.87 Unrealized
USEP INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,761 Shares 78,443 Est. Cost $30.08 Unrealized
REZ ISHARES TR 0.5%
Value ($000) $2,715 Shares 33,508 Est. Cost $88.82 Unrealized
ICVT ISHARES TR 0.5%
Value ($000) $2,680 Shares 31,538 Est. Cost $84.97 Unrealized
UDEC INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,635 Shares 75,082 Est. Cost $30.21 Unrealized
UMAR INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,539 Shares 71,153 Est. Cost $31.25 Unrealized
UNOV INNOVATOR ETFS TRUST 0.5%
Value ($000) $2,499 Shares 72,176 Est. Cost $31.85 Unrealized
WMT WALMART INC 0.4%
Value ($000) $2,381 Shares 26,358 Est. Cost $57.69 Unrealized +48.7%
MSFT MICROSOFT CORP 0.4%
Value ($000) $2,337 Shares 5,543 Est. Cost $297.79 Unrealized +41.8%
IVV ISHARES TR 0.4%
Value ($000) $2,266 Shares 3,849 Est. Cost $520.55 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.4%
Value ($000) $2,252 Shares 89,806 Est. Cost $24.87 Unrealized
PJUN INNOVATOR ETFS TRUST 0.4%
Value ($000) $2,075 Shares 55,298 Est. Cost $31.31 Unrealized
ZOCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,867 Shares 73,931 Est. Cost $25.26 Unrealized
ZDEK INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,849 Shares 77,415 Est. Cost $23.88 Unrealized
PNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,714 Shares 45,253 Est. Cost $33.73 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,708 Shares 29,682 Est. Cost $57.63 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $1,508 Shares 6,229 Est. Cost $184.58 Unrealized
PJAN INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,483 Shares 35,102 Est. Cost $35.62 Unrealized
UMAY INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,456 Shares 43,306 Est. Cost $27.93 Unrealized
ISEP INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,452 Shares 52,682 Est. Cost $26.14 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,264 Shares 3,130 Est. Cost $191.49 Unrealized +68.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,244 Shares 7,422 Est. Cost $139.51 Unrealized +18.8%
JEPQ J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $1,231 Shares 21,828 Est. Cost $55.05 Unrealized
PFEB INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,176 Shares 31,950 Est. Cost $31.55 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,155 Shares 45,225 Est. Cost $27.89 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,099 Shares 8,180 Est. Cost $94.39 Unrealized +46.0%
ZJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,033 Shares 38,176 Est. Cost $26.78 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,030 Shares 2,036 Est. Cost $509.82 Unrealized +8.4%
AJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,024 Shares 39,017 Est. Cost $24.91 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $931 Shares 2,394 Est. Cost $287.37 Unrealized +38.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $875 Shares 1,931 Est. Cost $320.39 Unrealized +44.1%
IEFA ISHARES TR 0.2%
Value ($000) $874 Shares 12,439 Est. Cost $70.71 Unrealized
LKFN LAKELAND FINL CORP 0.2%
Value ($000) $863 Shares 12,546 Est. Cost $60.09 Unrealized +10.5%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $853 Shares 2,915 Est. Cost $213.39 Unrealized +34.9%
AMGN AMGEN INC 0.2%
Value ($000) $847 Shares 3,249 Est. Cost $230.41 Unrealized +24.1%
FISV FISERV INC 0.2%
Value ($000) $847 Shares 4,122 Est. Cost $116.66 Unrealized +75.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $837 Shares 3,815 Est. Cost $120.53 Unrealized +69.7%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $815 Shares 11,371 Est. Cost $70.00 Unrealized +7.2%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $814 Shares 15,344 Est. Cost $53.07 Unrealized +4.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $799 Shares 5,696 Est. Cost $105.50 Unrealized +30.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $791 Shares 8,704 Est. Cost $74.99 Unrealized +24.1%
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $786 Shares 15,744 Est. Cost $47.04 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $778 Shares 849 Est. Cost $498.02 Unrealized +85.3%
CLX CLOROX CO DEL 0.1%
Value ($000) $771 Shares 4,745 Est. Cost $141.82 Unrealized +11.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $764 Shares 5,285 Est. Cost $152.83 Unrealized -2.1%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $760 Shares 9,968 Est. Cost $70.53 Unrealized +7.9%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $753 Shares 27,548 Est. Cost $40.69 Unrealized
JULJ INNOVATOR ETFS TRUST 0.1%
Value ($000) $748 Shares 30,007 Est. Cost $24.77 Unrealized
JANJ INNOVATOR ETFS TRUST 0.1%
Value ($000) $742 Shares 30,089 Est. Cost $24.70 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $741 Shares 3,089 Est. Cost $169.40 Unrealized +34.6%
APRJ INNOVATOR ETFS TRUST 0.1%
Value ($000) $739 Shares 30,031 Est. Cost $24.65 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $738 Shares 4,856 Est. Cost $163.01 Unrealized -4.0%
HSY HERSHEY CO 0.1%
Value ($000) $738 Shares 4,357 Est. Cost $210.89 Unrealized -18.0%
UJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $730 Shares 18,746 Est. Cost $32.58 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $728 Shares 2,511 Est. Cost $261.77 Unrealized +10.9%
IJH ISHARES TR 0.1%
Value ($000) $708 Shares 11,366 Est. Cost $83.52 Unrealized
PATK PATRICK INDS INC 0.1%
Value ($000) $701 Shares 8,436 Est. Cost $50.99 Unrealized +71.7%
DVY ISHARES TR 0.1%
Value ($000) $670 Shares 5,102 Est. Cost $120.01 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $659 Shares 1,251 Est. Cost $409.88 Unrealized +25.6%
GOOG ALPHABET INC 0.1%
Value ($000) $641 Shares 3,368 Est. Cost $145.31 Unrealized +20.9%
RMD RESMED INC 0.1%
Value ($000) $593 Shares 2,593 Est. Cost $178.01 Unrealized +33.9%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $575 Shares 485 Est. Cost $62.60 Unrealized +28.8%
AON AON PLC 0.1%
Value ($000) $571 Shares 1,590 Est. Cost $285.70 Unrealized +27.8%
UFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $571 Shares 17,154 Est. Cost $27.24 Unrealized
INTU INTUIT 0.1%
Value ($000) $566 Shares 900 Est. Cost $445.33 Unrealized +42.5%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $561 Shares 5,357 Est. Cost $93.64 Unrealized +11.1%
PFE PFIZER INC 0.1%
Value ($000) $557 Shares 21,011 Est. Cost $24.65 Unrealized +1.9%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $557 Shares 1,584 Est. Cost $291.93 Unrealized +21.5%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $557 Shares 8,203 Est. Cost $68.87 Unrealized
OCTJ INNOVATOR ETFS TRUST 0.1%
Value ($000) $557 Shares 23,314 Est. Cost $24.11 Unrealized
ZAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $550 Shares 22,103 Est. Cost $24.66 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $549 Shares 2,902 Est. Cost $128.34 Unrealized +35.7%
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $541 Shares 1,126 Est. Cost $402.50 Unrealized +16.5%
AZO AUTOZONE INC 0.1%
Value ($000) $532 Shares 166 Est. Cost $2581.01 Unrealized +22.7%
AVGO BROADCOM INC 0.1%
Value ($000) $524 Shares 2,261 Est. Cost $160.50 Unrealized +13.9%
COR CENCORA INC 0.1%
Value ($000) $516 Shares 2,299 Est. Cost $175.84 Unrealized +32.6%
ISHARES TR 0.1%
Value ($000) $515 Shares 22,078 Est. Cost $23.38 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $514 Shares 11,094 Est. Cost $40.09 Unrealized +20.5%
V VISA INC 0.1%
Value ($000) $513 Shares 1,624 Est. Cost $247.48 Unrealized +20.5%
AAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $509 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
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $504 Shares 9,583 Est. Cost $53.76 Unrealized -1.4%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $486 Shares 397 Est. Cost $1326.05 Unrealized -1.6%
IDXX IDEXX LABS INC 0.1%
Value ($000) $451 Shares 1,092 Est. Cost $468.84 Unrealized -6.4%
IBTG ISHARES TR 0.1%
Value ($000) $443 Shares 19,434 Est. Cost $23.00 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $415 Shares 4,821 Est. Cost $118.72 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $412 Shares 1,771 Est. Cost $128.16 Unrealized
NJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $403 Shares 6,416 Est. Cost $58.13 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $400 Shares 6,304 Est. Cost $54.63 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $378 Shares 3,704 Est. Cost $88.81 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $377 Shares 3,268 Est. Cost $115.02 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $376 Shares 11,964 Est. Cost $30.54 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $367 Shares 7,033 Est. Cost $52.86 Unrealized
QLTY 2023 ETF SERIES TRUST II 0.1%
Value ($000) $360 Shares 11,254 Est. Cost $30.35 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $359 Shares 972 Est. Cost $486.43 Unrealized -15.9%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $355 Shares 834 Est. Cost $397.76 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $350 Shares 453 Est. Cost $395.90 Unrealized +107.4%
BOTZ GLOBAL X FDS 0.1%
Value ($000) $343 Shares 10,729 Est. Cost $29.53 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $339 Shares 2,837 Est. Cost $125.30 Unrealized
SOXX ISHARES TR 0.1%
Value ($000) $329 Shares 1,525 Est. Cost $232.40 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $322 Shares 1,019 Est. Cost $270.88 Unrealized +18.6%
CPRT COPART INC 0.1%
Value ($000) $319 Shares 5,561 Est. Cost $52.59 Unrealized +8.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $317 Shares 1,402 Est. Cost $206.76 Unrealized +6.3%
FAST FASTENAL CO 0.1%
Value ($000) $316 Shares 4,390 Est. Cost $25.72 Unrealized +48.3%
AOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $315 Shares 12,661 Est. Cost $24.86 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $310 Shares 6,887 Est. Cost $44.94 Unrealized
SRCE 1ST SOURCE CORP 0.1%
Value ($000) $310 Shares 5,305 Est. Cost $53.09 Unrealized
PGR PROGRESSIVE CORP 0.1%
Value ($000) $309 Shares 1,289 Est. Cost $216.72 Unrealized +7.0%
AJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $308 Shares 11,417 Est. Cost $27.01 Unrealized
NLR VANECK ETF TRUST 0.1%
Value ($000) $306 Shares 3,767 Est. Cost $76.90 Unrealized
XT ISHARES TR 0.1%
Value ($000) $306 Shares 5,131 Est. Cost $54.33 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $303 Shares 2,676 Est. Cost $98.03 Unrealized +15.6%
BUFG FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $302 Shares 12,340 Est. Cost $17.96 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $295 Shares 1,659 Est. Cost $138.22 Unrealized +28.4%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $294 Shares 1,603 Est. Cost $208.65 Unrealized -4.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $290 Shares 2,001 Est. Cost $151.89 Unrealized -4.2%
MRK MERCK & CO INC 0.1%
Value ($000) $289 Shares 2,906 Est. Cost $95.59 Unrealized +3.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $287 Shares 1,305 Est. Cost $123.05 Unrealized +75.8%
SPHY SPDR SER TR 0.1%
Value ($000) $284 Shares 12,100 Est. Cost $23.52 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $284 Shares 3,475 Est. Cost $81.59 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $283 Shares 2,143 Est. Cost $138.48 Unrealized
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $283 Shares 544 Est. Cost $544.47 Unrealized -0.0%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $283 Shares 2,104 Est. Cost $135.90 Unrealized 0.0%
DFGX DIMENSIONAL ETF TRUST 0.1%
Value ($000) $277 Shares 5,295 Est. Cost $53.11 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $270 Shares 1,645 Est. Cost $182.74 Unrealized -6.5%
CHE CHEMED CORP NEW 0.0%
Value ($000) $266 Shares 502 Est. Cost $563.25 Unrealized -0.4%
DFNM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $266 Shares 5,570 Est. Cost $48.51 Unrealized
MUB ISHARES TR 0.0%
Value ($000) $258 Shares 2,418 Est. Cost $105.52 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $257 Shares 626 Est. Cost $377.44 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $257 Shares 4,126 Est. Cost $57.30 Unrealized +10.1%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $245 Shares 7,000 Est. Cost $24.14 Unrealized +25.4%
BSTP INNOVATOR ETFS TRUST 0.0%
Value ($000) $245 Shares 7,377 Est. Cost $33.21 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $245 Shares 992 Est. Cost $222.03 Unrealized +17.8%
ECL ECOLAB INC 0.0%
Value ($000) $243 Shares 1,035 Est. Cost $241.39 Unrealized +1.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $241 Shares 952 Est. Cost $221.74 Unrealized +16.1%
IBTH ISHARES TR 0.0%
Value ($000) $237 Shares 10,687 Est. Cost $22.61 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $233 Shares 1,107 Est. Cost $225.00 Unrealized +4.2%
GPN GLOBAL PMTS INC 0.0%
Value ($000) $229 Shares 2,044 Est. Cost $102.36 Unrealized +5.4%
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $226 Shares 10,092 Est. Cost $18.45 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $224 Shares 4,663 Est. Cost $43.54 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $218 Shares 2,725 Est. Cost $79.63 Unrealized +5.3%
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $215 Shares 4,854 Est. Cost $41.49 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $213 Shares 2,496 Est. Cost $79.55 Unrealized +7.0%
UNP UNION PAC CORP 0.0%
Value ($000) $209 Shares 918 Est. Cost $235.51 Unrealized -2.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $205 Shares 1,360 Est. Cost $130.51 Unrealized +16.9%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $201 Shares 693 Est. Cost $289.74 Unrealized
HPQ HP INC 0.0%
Value ($000) $200 Shares 6,132 Est. Cost $29.71 Unrealized +15.1%
ICLN ISHARES TR 0.0%
Value ($000) $187 Shares 16,427 Est. Cost $13.91 Unrealized
DRAGONFLY ENERGY HOLDINGS CO 0.0%
Value ($000) $139 Shares 49,872 Est. Cost $2.78 Unrealized