KFG WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001919344 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 7, 2025

Total Value ($000): $692,566 (100.0% shares, 0.0% debt)

Holdings (205)

FELC FIDELITY COVINGTON TRUST 13.4%
Value ($000) $92,845 Shares 2,491,138 Est. Cost $32.90 Unrealized
ACIO ETF SER SOLUTIONS 10.3%
Value ($000) $71,143 Shares 1,638,109 Est. Cost $40.25 Unrealized
DRSK ETF SER SOLUTIONS 6.6%
Value ($000) $45,368 Shares 1,573,643 Est. Cost $28.02 Unrealized
FENI FIDELITY COVINGTON TRUST 5.9%
Value ($000) $41,098 Shares 1,164,922 Est. Cost $30.39 Unrealized
FBND FIDELITY MERRIMACK STR TR 4.5%
Value ($000) $30,873 Shares 667,679 Est. Cost $45.81 Unrealized
SPEM SPDR INDEX SHS FDS 3.5%
Value ($000) $24,197 Shares 516,924 Est. Cost $41.29 Unrealized
DCOR DIMENSIONAL ETF TRUST 3.3%
Value ($000) $22,630 Shares 314,568 Est. Cost $63.48 Unrealized
PSTP INNOVATOR ETFS TRUST 3.3%
Value ($000) $22,630 Shares 650,656 Est. Cost $27.98 Unrealized
BUFF INNOVATOR ETFS TRUST 3.3%
Value ($000) $22,567 Shares 461,909 Est. Cost $39.11 Unrealized
FMDE FIDELITY COVINGTON TRUST 3.0%
Value ($000) $20,520 Shares 567,638 Est. Cost $32.81 Unrealized
OSCV ETF SER SOLUTIONS 2.7%
Value ($000) $18,460 Shares 482,873 Est. Cost $37.16 Unrealized
UFEB INNOVATOR ETFS TRUST 2.1%
Value ($000) $14,846 Shares 414,803 Est. Cost $32.74 Unrealized
DFIC DIMENSIONAL ETF TRUST 1.4%
Value ($000) $9,370 Shares 285,759 Est. Cost $27.61 Unrealized
DFIP DIMENSIONAL ETF TRUST 1.3%
Value ($000) $9,075 Shares 214,901 Est. Cost $41.60 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $6,992 Shares 27,460 Est. Cost $173.28 Unrealized +30.2%
UJUL INNOVATOR ETFS TRUST 1.0%
Value ($000) $6,656 Shares 174,667 Est. Cost $32.83 Unrealized
PAPR INNOVATOR ETFS TRUST 1.0%
Value ($000) $6,614 Shares 172,419 Est. Cost $32.17 Unrealized
XLRE SELECT SECTOR SPDR TR 0.9%
Value ($000) $6,223 Shares 147,702 Est. Cost $43.23 Unrealized
UMAR INNOVATOR ETFS TRUST 0.8%
Value ($000) $5,723 Shares 146,701 Est. Cost $33.76 Unrealized
UAPR INNOVATOR ETFS TRUST 0.8%
Value ($000) $5,716 Shares 177,837 Est. Cost $27.62 Unrealized
POCT INNOVATOR ETFS TRUST 0.8%
Value ($000) $5,675 Shares 131,664 Est. Cost $36.43 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $5,664 Shares 9,434 Est. Cost $317.75 Unrealized
PMAR INNOVATOR ETFS TRUST 0.8%
Value ($000) $5,616 Shares 127,898 Est. Cost $36.13 Unrealized
PMAY INNOVATOR ETFS TRUST 0.8%
Value ($000) $5,564 Shares 143,048 Est. Cost $30.27 Unrealized
DFEM DIMENSIONAL ETF TRUST 0.8%
Value ($000) $5,455 Shares 170,112 Est. Cost $27.63 Unrealized
UAUG INNOVATOR ETFS TRUST 0.8%
Value ($000) $5,399 Shares 137,354 Est. Cost $30.90 Unrealized
UDEC INNOVATOR ETFS TRUST 0.7%
Value ($000) $4,858 Shares 126,601 Est. Cost $32.36 Unrealized
PSEP INNOVATOR ETFS TRUST 0.7%
Value ($000) $4,724 Shares 109,987 Est. Cost $34.25 Unrealized
PAUG INNOVATOR ETFS TRUST 0.6%
Value ($000) $4,369 Shares 102,865 Est. Cost $32.70 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $4,212 Shares 73,758 Est. Cost $57.28 Unrealized
BUFB INNOVATOR ETFS TRUST 0.6%
Value ($000) $4,186 Shares 117,122 Est. Cost $30.97 Unrealized
UJUN INNOVATOR ETFS TRUST 0.6%
Value ($000) $4,114 Shares 112,120 Est. Cost $30.98 Unrealized
PDEC INNOVATOR ETFS TRUST 0.6%
Value ($000) $4,100 Shares 97,578 Est. Cost $33.22 Unrealized
USEP INNOVATOR ETFS TRUST 0.6%
Value ($000) $3,826 Shares 98,929 Est. Cost $33.69 Unrealized
PJUL INNOVATOR ETFS TRUST 0.5%
Value ($000) $3,644 Shares 79,909 Est. Cost $38.58 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $3,606 Shares 6,962 Est. Cost $331.45 Unrealized +53.5%
BALT INNOVATOR ETFS TRUST 0.5%
Value ($000) $3,480 Shares 106,040 Est. Cost $32.12 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $3,371 Shares 18,070 Est. Cost $111.91 Unrealized +55.7%
JEPQ J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $3,225 Shares 56,069 Est. Cost $55.09 Unrealized
ZSEP INNOVATOR ETFS TRUST 0.4%
Value ($000) $3,082 Shares 116,356 Est. Cost $25.25 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $2,805 Shares 9,941 Est. Cost $263.35 Unrealized +8.8%
PFEB INNOVATOR ETFS TRUST 0.4%
Value ($000) $2,698 Shares 67,973 Est. Cost $33.88 Unrealized
TJUL INNOVATOR ETFS TRUST 0.4%
Value ($000) $2,465 Shares 84,177 Est. Cost $24.87 Unrealized
PJUN INNOVATOR ETFS TRUST 0.3%
Value ($000) $2,421 Shares 58,840 Est. Cost $33.04 Unrealized
WMT WALMART INC 0.3%
Value ($000) $2,355 Shares 22,852 Est. Cost $58.12 Unrealized +70.7%
PNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $2,271 Shares 55,301 Est. Cost $34.43 Unrealized
UOCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $2,251 Shares 58,567 Est. Cost $31.01 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.3%
Value ($000) $2,250 Shares 40,386 Est. Cost $50.68 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $2,135 Shares 6,006 Est. Cost $187.30 Unrealized
PJAN INNOVATOR ETFS TRUST 0.3%
Value ($000) $2,118 Shares 46,242 Est. Cost $37.38 Unrealized
ZDEK INNOVATOR ETFS TRUST 0.3%
Value ($000) $2,028 Shares 80,299 Est. Cost $23.89 Unrealized
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,865 Shares 68,332 Est. Cost $32.70 Unrealized
ZOCT INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,822 Shares 68,535 Est. Cost $25.29 Unrealized
UNOV INNOVATOR ETFS TRUST 0.3%
Value ($000) $1,761 Shares 47,002 Est. Cost $31.85 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $1,755 Shares 20,720 Est. Cost $75.80 Unrealized
ISEP INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,699 Shares 53,311 Est. Cost $26.21 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,685 Shares 3,351 Est. Cost $398.02 Unrealized +21.7%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,650 Shares 7,515 Est. Cost $173.54 Unrealized +30.4%
SOXX ISHARES TR 0.2%
Value ($000) $1,620 Shares 5,976 Est. Cost $237.53 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,524 Shares 3,427 Est. Cost $205.45 Unrealized +68.8%
DFGR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,405 Shares 51,440 Est. Cost $27.77 Unrealized
UMAY INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,370 Shares 38,180 Est. Cost $27.93 Unrealized
ZJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,360 Shares 47,342 Est. Cost $27.09 Unrealized
VGT VANGUARD WORLD FD 0.2%
Value ($000) $1,293 Shares 1,732 Est. Cost $667.23 Unrealized
ZAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $1,265 Shares 49,722 Est. Cost $25.05 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $1,235 Shares 3,048 Est. Cost $306.01 Unrealized +27.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,222 Shares 5,027 Est. Cost $147.50 Unrealized +41.8%
ICVT ISHARES TR 0.2%
Value ($000) $1,162 Shares 11,613 Est. Cost $84.97 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,125 Shares 6,068 Est. Cost $152.90 Unrealized +10.9%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,094 Shares 3,468 Est. Cost $179.78 Unrealized +64.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,090 Shares 7,093 Est. Cost $140.32 Unrealized +10.4%
PATK PATRICK INDS INC 0.2%
Value ($000) $1,085 Shares 10,488 Est. Cost $58.49 Unrealized +78.6%
IJS ISHARES TR 0.2%
Value ($000) $1,081 Shares 9,777 Est. Cost $110.59 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,046 Shares 4,519 Est. Cost $167.09 Unrealized +20.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,038 Shares 13,751 Est. Cost $69.76 Unrealized +3.5%
AJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $1,034 Shares 37,593 Est. Cost $24.91 Unrealized
V VISA INC 0.1%
Value ($000) $1,018 Shares 2,981 Est. Cost $292.52 Unrealized +18.0%
GOOG ALPHABET INC 0.1%
Value ($000) $983 Shares 4,037 Est. Cost $150.26 Unrealized +39.7%
ZAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $978 Shares 36,975 Est. Cost $25.64 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $948 Shares 1,417 Est. Cost $524.96 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $943 Shares 2,858 Est. Cost $182.86 Unrealized +67.2%
DDFL INNOVATOR ETFS TRUST 0.1%
Value ($000) $901 Shares 44,608 Est. Cost $20.20 Unrealized
ZALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $898 Shares 28,155 Est. Cost $29.89 Unrealized
UJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $878 Shares 20,841 Est. Cost $33.74 Unrealized
LKFN LAKELAND FINL CORP 0.1%
Value ($000) $824 Shares 12,827 Est. Cost $60.00 Unrealized +6.2%
PEP PEPSICO INC 0.1%
Value ($000) $815 Shares 5,803 Est. Cost $158.56 Unrealized -11.4%
HSY HERSHEY CO 0.1%
Value ($000) $810 Shares 4,328 Est. Cost $200.40 Unrealized -10.4%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $809 Shares 2,342 Est. Cost $479.61 Unrealized -37.7%
MCD MCDONALDS CORP 0.1%
Value ($000) $809 Shares 2,661 Est. Cost $266.30 Unrealized +13.2%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $804 Shares 14,135 Est. Cost $52.90 Unrealized +10.6%
IBTG ISHARES TR 0.1%
Value ($000) $799 Shares 34,807 Est. Cost $22.97 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $768 Shares 9,603 Est. Cost $77.69 Unrealized +8.9%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $766 Shares 5,257 Est. Cost $100.37 Unrealized +28.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $764 Shares 1,147 Est. Cost $394.43 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $753 Shares 2,750 Est. Cost $260.67 Unrealized +3.7%
ISHARES TR 0.1%
Value ($000) $739 Shares 31,632 Est. Cost $23.38 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $712 Shares 770 Est. Cost $525.39 Unrealized +82.1%
ABT ABBOTT LABS 0.1%
Value ($000) $709 Shares 5,292 Est. Cost $114.09 Unrealized +14.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $704 Shares 2,399 Est. Cost $218.45 Unrealized +36.3%
AZO AUTOZONE INC 0.1%
Value ($000) $682 Shares 159 Est. Cost $2666.93 Unrealized +50.4%
ZJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $682 Shares 25,374 Est. Cost $25.51 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $676 Shares 5,479 Est. Cost $139.62 Unrealized -12.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $666 Shares 2,383 Est. Cost $279.30 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $655 Shares 6,073 Est. Cost $89.36 Unrealized +12.5%
IDXX IDEXX LABS INC 0.1%
Value ($000) $653 Shares 1,022 Est. Cost $461.76 Unrealized +31.4%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $652 Shares 9,751 Est. Cost $70.68 Unrealized -2.3%
ASML ASML HOLDING N V 0.1%
Value ($000) $646 Shares 668 Est. Cost $673.40 Unrealized
JAJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $632 Shares 22,042 Est. Cost $28.41 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $620 Shares 1,090 Est. Cost $419.42 Unrealized +36.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $617 Shares 4,866 Est. Cost $107.41 Unrealized +27.7%
NLR VANECK ETF TRUST 0.1%
Value ($000) $607 Shares 4,472 Est. Cost $82.36 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $600 Shares 4,223 Est. Cost $120.01 Unrealized
AON AON PLC 0.1%
Value ($000) $571 Shares 1,601 Est. Cost $285.70 Unrealized +26.5%
RMD RESMED INC 0.1%
Value ($000) $562 Shares 2,054 Est. Cost $182.21 Unrealized +49.4%
BDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $562 Shares 11,715 Est. Cost $34.43 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $558 Shares 3,693 Est. Cost $127.59 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $557 Shares 9,476 Est. Cost $40.72 Unrealized +39.0%
COR CENCORA INC 0.1%
Value ($000) $556 Shares 1,779 Est. Cost $180.55 Unrealized +62.6%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $554 Shares 451 Est. Cost $1300.88 Unrealized -3.7%
PFE PFIZER INC 0.1%
Value ($000) $541 Shares 21,247 Est. Cost $24.65 Unrealized -2.0%
AAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $540 Shares 19,322 Est. Cost $25.29 Unrealized
INTU INTUIT 0.1%
Value ($000) $532 Shares 779 Est. Cost $471.83 Unrealized +52.5%
LAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $520 Shares 20,687 Est. Cost $24.98 Unrealized
LJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $520 Shares 21,078 Est. Cost $24.37 Unrealized
LJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $520 Shares 21,706 Est. Cost $23.79 Unrealized
LOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $518 Shares 21,775 Est. Cost $23.67 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $517 Shares 6,806 Est. Cost $56.11 Unrealized
FISV FISERV INC 0.1%
Value ($000) $513 Shares 3,976 Est. Cost $123.26 Unrealized +16.3%
AOCT INNOVATOR ETFS TRUST 0.1%
Value ($000) $511 Shares 19,456 Est. Cost $25.18 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $500 Shares 1,774 Est. Cost $128.16 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $499 Shares 1,205 Est. Cost $277.68 Unrealized +39.9%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $494 Shares 5,632 Est. Cost $94.36 Unrealized -1.2%
IBTH ISHARES TR 0.1%
Value ($000) $488 Shares 21,663 Est. Cost $22.55 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $474 Shares 11,180 Est. Cost $32.96 Unrealized
ZFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $470 Shares 18,837 Est. Cost $23.70 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $467 Shares 4,155 Est. Cost $91.11 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $455 Shares 8,205 Est. Cost $97.59 Unrealized
BOTZ GLOBAL X FDS 0.1%
Value ($000) $450 Shares 12,705 Est. Cost $30.27 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $437 Shares 2,175 Est. Cost $165.97 Unrealized +17.9%
ROBT FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $436 Shares 8,246 Est. Cost $45.84 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $431 Shares 963 Est. Cost $552.70 Unrealized -13.2%
IBB ISHARES TR 0.1%
Value ($000) $425 Shares 2,947 Est. Cost $138.35 Unrealized
NJUL INNOVATOR ETFS TRUST 0.1%
Value ($000) $420 Shares 5,905 Est. Cost $58.13 Unrealized
QLTY 2023 ETF SERIES TRUST II 0.1%
Value ($000) $417 Shares 11,512 Est. Cost $30.38 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $407 Shares 3,608 Est. Cost $106.64 Unrealized +2.9%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $405 Shares 4,831 Est. Cost $72.51 Unrealized +11.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $400 Shares 1,678 Est. Cost $211.45 Unrealized +16.9%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $388 Shares 1,571 Est. Cost $222.78 Unrealized +4.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $387 Shares 834 Est. Cost $397.76 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $383 Shares 7,811 Est. Cost $32.93 Unrealized +42.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $372 Shares 1,935 Est. Cost $207.74 Unrealized -1.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $361 Shares 473 Est. Cost $432.36 Unrealized +71.7%
IEFA ISHARES TR 0.1%
Value ($000) $361 Shares 4,134 Est. Cost $70.71 Unrealized
XT ISHARES TR 0.1%
Value ($000) $352 Shares 4,900 Est. Cost $54.33 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $351 Shares 1,225 Est. Cost $407.24 Unrealized -6.8%
KO COCA COLA CO 0.0%
Value ($000) $336 Shares 5,072 Est. Cost $60.00 Unrealized +13.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $333 Shares 668 Est. Cost $546.80 Unrealized -2.8%
IJH ISHARES TR 0.0%
Value ($000) $329 Shares 5,038 Est. Cost $83.52 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $327 Shares 12,140 Est. Cost $17.96 Unrealized
AJUL INNOVATOR ETFS TRUST 0.0%
Value ($000) $327 Shares 11,417 Est. Cost $27.01 Unrealized
SRCE 1ST SOURCE CORP 0.0%
Value ($000) $327 Shares 5,305 Est. Cost $53.09 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $322 Shares 930 Est. Cost $344.50 Unrealized +2.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $321 Shares 1,051 Est. Cost $225.00 Unrealized +20.6%
CPRT COPART INC 0.0%
Value ($000) $317 Shares 7,050 Est. Cost $52.65 Unrealized -10.5%
PFF ISHARES TR 0.0%
Value ($000) $316 Shares 9,995 Est. Cost $30.54 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $312 Shares 2,008 Est. Cost $151.89 Unrealized +0.3%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $311 Shares 2,173 Est. Cost $172.98 Unrealized -18.6%
ICLN ISHARES TR 0.0%
Value ($000) $305 Shares 19,676 Est. Cost $14.17 Unrealized
BSTP INNOVATOR ETFS TRUST 0.0%
Value ($000) $304 Shares 8,361 Est. Cost $33.25 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $303 Shares 3,040 Est. Cost $80.96 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $289 Shares 645 Est. Cost $554.33 Unrealized -18.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $289 Shares 2,333 Est. Cost $119.80 Unrealized 0.0%
ZMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $285 Shares 10,531 Est. Cost $25.77 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $272 Shares 567 Est. Cost $377.44 Unrealized
LOW LOWES COS INC 0.0%
Value ($000) $270 Shares 1,075 Est. Cost $221.94 Unrealized +10.0%
DFNM DIMENSIONAL ETF TRUST 0.0%
Value ($000) $269 Shares 5,606 Est. Cost $48.51 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $267 Shares 364 Est. Cost $641.66 Unrealized +15.8%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $265 Shares 7,277 Est. Cost $36.35 Unrealized
IBTI ISHARES TR 0.0%
Value ($000) $255 Shares 11,387 Est. Cost $22.28 Unrealized
ZMAY INNOVATOR ETFS TRUST 0.0%
Value ($000) $251 Shares 9,991 Est. Cost $24.72 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $249 Shares 1,766 Est. Cost $133.31 Unrealized
T AT&T INC 0.0%
Value ($000) $248 Shares 8,770 Est. Cost $24.58 Unrealized +14.2%
IAU ISHARES GOLD TR 0.0%
Value ($000) $247 Shares 3,397 Est. Cost $59.09 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $247 Shares 875 Est. Cost $123.05 Unrealized +110.9%
BMAR INNOVATOR ETFS TRUST 0.0%
Value ($000) $247 Shares 4,782 Est. Cost $45.77 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $245 Shares 266 Est. Cost $186.78 Unrealized 0.0%
IJUN INNOVATOR ETFS TRUST 0.0%
Value ($000) $241 Shares 8,502 Est. Cost $27.74 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value ($000) $238 Shares 738 Est. Cost $486.43 Unrealized -36.7%
IJR ISHARES TR 0.0%
Value ($000) $238 Shares 2,004 Est. Cost $118.81 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $238 Shares 10,294 Est. Cost $22.98 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $235 Shares 7,012 Est. Cost $24.14 Unrealized +38.0%
BUFT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $233 Shares 9,651 Est. Cost $18.45 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $228 Shares 1,778 Est. Cost $135.90 Unrealized -11.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $221 Shares 3,235 Est. Cost $60.38 Unrealized +11.6%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $221 Shares 1,212 Est. Cost $162.07 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $219 Shares 838 Est. Cost $222.18 Unrealized +15.8%
UNP UNION PAC CORP 0.0%
Value ($000) $214 Shares 907 Est. Cost $235.36 Unrealized -5.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $212 Shares 1,112 Est. Cost $172.09 Unrealized +2.6%
LIN LINDE PLC 0.0%
Value ($000) $211 Shares 444 Est. Cost $452.31 Unrealized +4.0%
MUB ISHARES TR 0.0%
Value ($000) $208 Shares 1,956 Est. Cost $105.51 Unrealized
NJAN INNOVATOR ETFS TRUST 0.0%
Value ($000) $208 Shares 3,909 Est. Cost $50.75 Unrealized
IESC IES HLDGS INC 0.0%
Value ($000) $206 Shares 518 Est. Cost $344.15 Unrealized 0.0%
IDEC INNOVATOR ETFS TRUST 0.0%
Value ($000) $204 Shares 6,564 Est. Cost $31.07 Unrealized
BAPR INNOVATOR ETFS TRUST 0.0%
Value ($000) $201 Shares 4,279 Est. Cost $41.49 Unrealized
DRAGONFLY ENERGY HOLDINGS CO 0.0%
Value ($000) $110 Shares 184,124 Est. Cost $1.07 Unrealized