Smallwood Wealth Investment Management, LLC Diversified Active

CIK: 0001921304 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 25, 2025

Total Value ($000): $158,813 (100.0% shares, 0.0% debt)

Holdings (501)

ITOT ISHARES TR 27.9%
Value ($000) $44,358 Shares 363,558 Est. Cost $106.09 Unrealized
AAPL APPLE INC 6.3%
Value ($000) $10,052 Shares 45,251 Est. Cost $157.32 Unrealized +46.7%
VOE VANGUARD INDEX FDS 4.4%
Value ($000) $7,053 Shares 43,933 Est. Cost $148.70 Unrealized
VTI VANGUARD INDEX FDS 4.4%
Value ($000) $7,046 Shares 25,638 Est. Cost $222.81 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 3.8%
Value ($000) $5,975 Shares 34,639 Est. Cost $125.37 Unrealized +29.3%
PULS PGIM ETF TR 3.1%
Value ($000) $4,898 Shares 98,497 Est. Cost $49.40 Unrealized
FRDM EA SERIES TRUST 2.5%
Value ($000) $3,992 Shares 113,884 Est. Cost $28.05 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.5%
Value ($000) $3,979 Shares 111,640 Est. Cost $23.38 Unrealized
DWM WISDOMTREE TR 2.1%
Value ($000) $3,265 Shares 56,137 Est. Cost $53.21 Unrealized
CGGO CAPITAL GROUP GBL GROWTH EQT 2.0%
Value ($000) $3,171 Shares 111,941 Est. Cost $21.50 Unrealized
AMJB JPMORGAN CHASE FINL CO LLC 1.8%
Value ($000) $2,847 Shares 87,664 Est. Cost $29.16 Unrealized
MUB ISHARES TR 1.8%
Value ($000) $2,809 Shares 26,638 Est. Cost $102.59 Unrealized
VDE VANGUARD WORLD FD 1.7%
Value ($000) $2,728 Shares 21,035 Est. Cost $121.74 Unrealized
PM PHILIP MORRIS INTL INC 1.6%
Value ($000) $2,534 Shares 15,967 Est. Cost $76.31 Unrealized +79.5%
MMIT NEW YORK LIFE INVTS ACTIVE E 1.5%
Value ($000) $2,357 Shares 98,313 Est. Cost $24.25 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 1.3%
Value ($000) $2,134 Shares 35,751 Est. Cost $60.89 Unrealized
GUNR FLEXSHARES TR 1.3%
Value ($000) $2,114 Shares 54,482 Est. Cost $38.33 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $1,849 Shares 4,925 Est. Cost $318.27 Unrealized +27.3%
RWR SPDR SER TR 1.1%
Value ($000) $1,775 Shares 17,905 Est. Cost $110.05 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,508 Shares 12,676 Est. Cost $54.97 Unrealized +95.0%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $1,473 Shares 13,592 Est. Cost $93.47 Unrealized +35.6%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,467 Shares 8,607 Est. Cost $134.50 Unrealized +21.9%
IBM INTERNATIONAL BUSINESS MACHS 0.9%
Value ($000) $1,450 Shares 5,831 Est. Cost $111.70 Unrealized +114.3%
GOOG ALPHABET INC 0.7%
Value ($000) $1,176 Shares 7,526 Est. Cost $116.95 Unrealized +56.0%
SCHF SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,173 Shares 59,281 Est. Cost $23.38 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $1,135 Shares 2,209 Est. Cost $430.00 Unrealized
RZV INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,117 Shares 11,298 Est. Cost $104.43 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $867 Shares 3,574 Est. Cost $195.24 Unrealized +18.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.5%
Value ($000) $760 Shares 9,238 Est. Cost $56.21 Unrealized +44.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $751 Shares 13,148 Est. Cost $55.66 Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $725 Shares 10,688 Est. Cost $55.56 Unrealized +7.5%
NFLX NETFLIX INC 0.5%
Value ($000) $718 Shares 770 Est. Cost $23.36 Unrealized +307.0%
AMZN AMAZON COM INC 0.4%
Value ($000) $714 Shares 3,755 Est. Cost $135.06 Unrealized +60.7%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $712 Shares 4,256 Est. Cost $103.58 Unrealized +45.3%
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $700 Shares 13,514 Est. Cost $54.83 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $652 Shares 13,853 Est. Cost $46.39 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $651 Shares 1,775 Est. Cost $310.32 Unrealized +22.7%
T AT&T INC 0.4%
Value ($000) $575 Shares 20,345 Est. Cost $14.69 Unrealized +65.8%
DIS DISNEY WALT CO 0.3%
Value ($000) $520 Shares 5,264 Est. Cost $147.60 Unrealized -28.0%
NJR NEW JERSEY RES CORP 0.3%
Value ($000) $518 Shares 10,568 Est. Cost $35.71 Unrealized +27.8%
LQD ISHARES TR 0.3%
Value ($000) $517 Shares 4,753 Est. Cost $102.49 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $516 Shares 8,508 Est. Cost $45.45 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $512 Shares 2,445 Est. Cost $130.44 Unrealized +45.2%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $483 Shares 1,967 Est. Cost $145.69 Unrealized +72.2%
FS CREDIT OPPORTUNITIES CORP 0.3%
Value ($000) $463 Shares 65,720 Est. Cost $4.71 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $438 Shares 2,640 Est. Cost $147.82 Unrealized +3.1%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $436 Shares 4,649 Est. Cost $70.92 Unrealized +23.9%
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $423 Shares 5,529 Est. Cost $73.48 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $408 Shares 6,682 Est. Cost $56.58 Unrealized -2.0%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value ($000) $370 Shares 5,146 Est. Cost $81.58 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $363 Shares 2,593 Est. Cost $85.14 Unrealized +89.8%
PEP PEPSICO INC 0.2%
Value ($000) $359 Shares 2,395 Est. Cost $146.38 Unrealized -2.0%
FSK FS KKR CAP CORP 0.2%
Value ($000) $353 Shares 16,845 Est. Cost $11.76 Unrealized +63.6%
IVT INVENTRUST PPTYS CORP 0.2%
Value ($000) $344 Shares 11,720 Est. Cost $29.03 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $339 Shares 1,028 Est. Cost $224.01 Unrealized +57.1%
IWM ISHARES TR 0.2%
Value ($000) $338 Shares 1,694 Est. Cost $222.39 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $337 Shares 3,756 Est. Cost $72.84 Unrealized +23.7%
MO ALTRIA GROUP INC 0.2%
Value ($000) $328 Shares 5,460 Est. Cost $33.04 Unrealized +54.5%
AVGO BROADCOM INC 0.2%
Value ($000) $319 Shares 1,905 Est. Cost $154.33 Unrealized +36.0%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $315 Shares 8,529 Est. Cost $43.78 Unrealized -20.0%
SPYV SPDR SER TR 0.2%
Value ($000) $301 Shares 5,895 Est. Cost $34.74 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $284 Shares 911 Est. Cost $261.46 Unrealized +9.9%
LIN LINDE PLC 0.2%
Value ($000) $282 Shares 605 Est. Cost $357.10 Unrealized +24.5%
MTB M & T BK CORP 0.2%
Value ($000) $272 Shares 1,523 Est. Cost $134.29 Unrealized +37.4%
META META PLATFORMS INC 0.2%
Value ($000) $272 Shares 472 Est. Cost $500.20 Unrealized +28.6%
BA BOEING CO 0.2%
Value ($000) $256 Shares 1,502 Est. Cost $172.09 Unrealized +0.6%
VLY VALLEY NATL BANCORP 0.2%
Value ($000) $248 Shares 27,915 Est. Cost $13.88 Unrealized -31.9%
MS MORGAN STANLEY 0.2%
Value ($000) $240 Shares 2,058 Est. Cost $96.90 Unrealized +29.9%
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $226 Shares 4,726 Est. Cost $47.89 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $226 Shares 722 Est. Cost $268.33 Unrealized +9.2%
V VISA INC 0.1%
Value ($000) $217 Shares 620 Est. Cost $336.32 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $215 Shares 491 Est. Cost $410.72 Unrealized +7.5%
WMT WALMART INC 0.1%
Value ($000) $210 Shares 2,387 Est. Cost $72.48 Unrealized +28.2%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $210 Shares 2,700 Est. Cost $66.46 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $205 Shares 2,425 Est. Cost $87.82 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $204 Shares 4,501 Est. Cost $31.40 Unrealized +26.1%
JLL JONES LANG LASALLE INC 0.1%
Value ($000) $202 Shares 816 Est. Cost $242.49 Unrealized +8.5%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $197 Shares 1,787 Est. Cost $105.85 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $192 Shares 630 Est. Cost $295.41 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $192 Shares 715 Est. Cost $283.58 Unrealized +3.1%
NUVEEN NEW JERSEY QULT MUN F 0.1%
Value ($000) $182 Shares 15,468 Est. Cost $14.88 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.1%
Value ($000) $182 Shares 7,500 Est. Cost $22.52 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value ($000) $180 Shares 1,287 Est. Cost $168.78 Unrealized -6.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $179 Shares 1,160 Est. Cost $174.14 Unrealized +3.8%
LOW LOWES COS INC 0.1%
Value ($000) $170 Shares 731 Est. Cost $242.06 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $147 Shares 1,204 Est. Cost $110.55 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $144 Shares 499 Est. Cost $288.14 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $142 Shares 5,604 Est. Cost $24.71 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $138 Shares 523 Est. Cost $245.41 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $138 Shares 6,435 Est. Cost $21.51 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $137 Shares 2,212 Est. Cost $60.10 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $136 Shares 165 Est. Cost $826.69 Unrealized 0.0%
IEFA ISHARES TR 0.1%
Value ($000) $135 Shares 1,779 Est. Cost $75.65 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $134 Shares 237 Est. Cost $564.20 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $131 Shares 991 Est. Cost $124.76 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $129 Shares 288 Est. Cost $448.29 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $126 Shares 952 Est. Cost $125.48 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $123 Shares 219 Est. Cost $580.23 Unrealized
AVUV AMERICAN CENTY ETF TR 0.1%
Value ($000) $121 Shares 1,390 Est. Cost $87.17 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $121 Shares 500 Est. Cost $221.89 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $120 Shares 1,310 Est. Cost $84.13 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value ($000) $119 Shares 1,656 Est. Cost $64.97 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.1%
Value ($000) $113 Shares 1,280 Est. Cost $90.41 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $111 Shares 1,163 Est. Cost $108.97 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $109 Shares 1,513 Est. Cost $73.70 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $107 Shares 204 Est. Cost $499.48 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $105 Shares 111 Est. Cost $970.56 Unrealized 0.0%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $104 Shares 4,026 Est. Cost $25.89 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $104 Shares 591 Est. Cost $183.33 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $104 Shares 189 Est. Cost $542.01 Unrealized 0.0%
BLK BLACKROCK INC 0.1%
Value ($000) $103 Shares 109 Est. Cost $961.85 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $103 Shares 1,675 Est. Cost $96.69 Unrealized 0.0%
AGG ISHARES TR 0.1%
Value ($000) $103 Shares 1,038 Est. Cost $98.92 Unrealized
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $102 Shares 312 Est. Cost $348.21 Unrealized 0.0%
IWN ISHARES TR 0.1%
Value ($000) $99 Shares 658 Est. Cost $151.20 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $99 Shares 1,839 Est. Cost $53.97 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $99 Shares 367 Est. Cost $309.01 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $96 Shares 431 Est. Cost $221.75 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $93 Shares 452 Est. Cost $206.48 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value ($000) $93 Shares 1,430 Est. Cost $65.17 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $93 Shares 1,850 Est. Cost $54.38 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $86 Shares 183 Est. Cost $469.27 Unrealized
PTCT PTC THERAPEUTICS INC 0.1%
Value ($000) $86 Shares 1,683 Est. Cost $49.90 Unrealized 0.0%
PPG PPG INDS INC 0.1%
Value ($000) $84 Shares 766 Est. Cost $112.61 Unrealized 0.0%
BRO BROWN & BROWN INC 0.1%
Value ($000) $83 Shares 668 Est. Cost $111.13 Unrealized 0.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $83 Shares 1,977 Est. Cost $43.62 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $82 Shares 2,868 Est. Cost $26.70 Unrealized 0.0%
ADBE ADOBE INC 0.1%
Value ($000) $81 Shares 212 Est. Cost $428.84 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $77 Shares 987 Est. Cost $80.64 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $76 Shares 1,117 Est. Cost $57.99 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $75 Shares 2,688 Est. Cost $27.96 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $75 Shares 1,533 Est. Cost $48.82 Unrealized
S SENTINELONE INC 0.0%
Value ($000) $73 Shares 4,000 Est. Cost $21.70 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $71 Shares 550 Est. Cost $128.96 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $94.43 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $68 Shares 250 Est. Cost $308.54 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $67 Shares 822 Est. Cost $81.76 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $66 Shares 500 Est. Cost $129.37 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $65 Shares 275 Est. Cost $239.35 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $63 Shares 150 Est. Cost $419.88 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $62 Shares 737 Est. Cost $82.56 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $60 Shares 382 Est. Cost $141.64 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $60 Shares 550 Est. Cost $98.44 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $60 Shares 177 Est. Cost $322.30 Unrealized 0.0%
KKR KKR & CO INC 0.0%
Value ($000) $60 Shares 516 Est. Cost $136.88 Unrealized 0.0%
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $60 Shares 856 Est. Cost $69.74 Unrealized
GE GE AEROSPACE 0.0%
Value ($000) $59 Shares 295 Est. Cost $195.73 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $59 Shares 532 Est. Cost $95.23 Unrealized 0.0%
IVE ISHARES TR 0.0%
Value ($000) $59 Shares 308 Est. Cost $190.58 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $59 Shares 121 Est. Cost $466.00 Unrealized 0.0%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $57 Shares 890 Est. Cost $64.52 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $57 Shares 630 Est. Cost $90.54 Unrealized
PUTNAM MANAGED MUN INCOME TR 0.0%
Value ($000) $55 Shares 9,000 Est. Cost $6.13 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $55 Shares 611 Est. Cost $87.41 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $54 Shares 150 Est. Cost $361.09 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $54 Shares 317 Est. Cost $170.70 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $53 Shares 3,211 Est. Cost $16.59 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $53 Shares 538 Est. Cost $100.99 Unrealized 0.0%
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $53 Shares 4,027 Est. Cost $13.12 Unrealized
MMM 3M CO 0.0%
Value ($000) $52 Shares 353 Est. Cost $144.58 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $51 Shares 1,688 Est. Cost $28.34 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $50 Shares 350 Est. Cost $129.79 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $48 Shares 90 Est. Cost $533.48 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $48 Shares 156 Est. Cost $348.14 Unrealized 0.0%
RDVI FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $23.72 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $47 Shares 150 Est. Cost $346.08 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $47 Shares 100 Est. Cost $461.52 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $47 Shares 181 Est. Cost $333.26 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $47 Shares 1,023 Est. Cost $48.55 Unrealized 0.0%
CB CHUBB LIMITED 0.0%
Value ($000) $45 Shares 150 Est. Cost $276.25 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $45 Shares 424 Est. Cost $96.79 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $44 Shares 1,056 Est. Cost $39.90 Unrealized 0.0%
IJH ISHARES TR 0.0%
Value ($000) $44 Shares 750 Est. Cost $58.35 Unrealized
FNB F N B CORP 0.0%
Value ($000) $42 Shares 3,135 Est. Cost $14.27 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $41 Shares 750 Est. Cost $53.92 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $41 Shares 1,859 Est. Cost $22.08 Unrealized
EEM ISHARES TR 0.0%
Value ($000) $41 Shares 937 Est. Cost $43.70 Unrealized
IUSV ISHARES TR 0.0%
Value ($000) $41 Shares 442 Est. Cost $92.45 Unrealized
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $40 Shares 885 Est. Cost $49.54 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $40 Shares 50 Est. Cost $192.75 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $40 Shares 106 Est. Cost $377.08 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $19.77 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $39 Shares 426 Est. Cost $100.60 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $39 Shares 1,133 Est. Cost $34.14 Unrealized
BNY MELLON STRATEGIC MUN BD 0.0%
Value ($000) $37 Shares 6,460 Est. Cost $5.77 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $37 Shares 300 Est. Cost $112.93 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $37 Shares 3,685 Est. Cost $9.24 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $37 Shares 74 Est. Cost $539.78 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $36 Shares 328 Est. Cost $111.09 Unrealized
IEI ISHARES TR 0.0%
Value ($000) $36 Shares 307 Est. Cost $118.13 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $36 Shares 1,773 Est. Cost $20.31 Unrealized
MTZ MASTEC INC 0.0%
Value ($000) $35 Shares 300 Est. Cost $134.92 Unrealized 0.0%
DFAI DIMENSIONAL ETF TRUST 0.0%
Value ($000) $35 Shares 1,120 Est. Cost $31.23 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $35 Shares 1,435 Est. Cost $24.24 Unrealized
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $35 Shares 2,437 Est. Cost $14.27 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $34 Shares 419 Est. Cost $81.73 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $34 Shares 465 Est. Cost $72.04 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $34 Shares 565 Est. Cost $57.96 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $34 Shares 305 Est. Cost $126.68 Unrealized 0.0%
ABR ARBOR REALTY TRUST INC 0.0%
Value ($000) $31 Shares 2,600 Est. Cost $11.75 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $31 Shares 149 Est. Cost $216.97 Unrealized 0.0%
HACK AMPLIFY ETF TR 0.0%
Value ($000) $31 Shares 425 Est. Cost $71.86 Unrealized
PR PERMIAN RESOURCES CORP 0.0%
Value ($000) $30 Shares 2,171 Est. Cost $14.32 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $30 Shares 637 Est. Cost $46.81 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $30.35 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $29 Shares 203 Est. Cost $166.66 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $29 Shares 102 Est. Cost $317.51 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $29 Shares 237 Est. Cost $119.26 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $29 Shares 2,724 Est. Cost $10.46 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $29 Shares 78 Est. Cost $370.81 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $29 Shares 1,900 Est. Cost $15.53 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $28 Shares 2,301 Est. Cost $12.38 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $28 Shares 56 Est. Cost $507.58 Unrealized 0.0%
WELL WELLTOWER INC 0.0%
Value ($000) $28 Shares 185 Est. Cost $140.30 Unrealized 0.0%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $28 Shares 52 Est. Cost $542.37 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $27 Shares 120 Est. Cost $227.37 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $27 Shares 550 Est. Cost $49.81 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $27 Shares 100 Est. Cost $255.81 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $27 Shares 750 Est. Cost $32.83 Unrealized 0.0%
IAU ISHARES GOLD TR 0.0%
Value ($000) $27 Shares 454 Est. Cost $58.96 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $27 Shares 802 Est. Cost $41.08 Unrealized 0.0%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $26 Shares 360 Est. Cost $78.11 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $26 Shares 578 Est. Cost $45.26 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $278.09 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $25 Shares 225 Est. Cost $100.53 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $25 Shares 275 Est. Cost $104.22 Unrealized 0.0%
SLV ISHARES SILVER TR 0.0%
Value ($000) $25 Shares 800 Est. Cost $30.99 Unrealized
KRG KITE RLTY GROUP TR 0.0%
Value ($000) $25 Shares 1,107 Est. Cost $22.37 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $24 Shares 100 Est. Cost $253.59 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $24 Shares 385 Est. Cost $63.00 Unrealized
SPYG SPDR SER TR 0.0%
Value ($000) $24 Shares 301 Est. Cost $80.37 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $24 Shares 276 Est. Cost $95.73 Unrealized 0.0%
VWOB VANGUARD WHITEHALL FDS 0.0%
Value ($000) $24 Shares 374 Est. Cost $64.20 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $24 Shares 331 Est. Cost $74.53 Unrealized 0.0%
NOBL PROSHARES TR 0.0%
Value ($000) $23 Shares 227 Est. Cost $102.18 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $23 Shares 485 Est. Cost $45.47 Unrealized 0.0%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $23 Shares 138 Est. Cost $146.68 Unrealized 0.0%
FCF FIRST COMWLTH FINL CORP PA 0.0%
Value ($000) $22 Shares 1,443 Est. Cost $15.66 Unrealized 0.0%
CGW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $22 Shares 402 Est. Cost $55.71 Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value ($000) $22 Shares 109 Est. Cost $233.26 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $22 Shares 90 Est. Cost $250.69 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $22 Shares 200 Est. Cost $111.48 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $22 Shares 130 Est. Cost $184.92 Unrealized 0.0%
XTN SPDR SER TR 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.86 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.28 Unrealized
BCBP BCB BANCORP INC 0.0%
Value ($000) $22 Shares 2,228 Est. Cost $9.81 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $22 Shares 2,077 Est. Cost $15.06 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $22 Shares 963 Est. Cost $21.88 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $22 Shares 213 Est. Cost $111.19 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value ($000) $21 Shares 697 Est. Cost $34.60 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $21 Shares 100 Est. Cost $198.41 Unrealized 0.0%
FEDERATED HERMES PREM MUNI I 0.0%
Value ($000) $21 Shares 1,947 Est. Cost $10.86 Unrealized
XHR XENIA HOTELS & RESORTS INC 0.0%
Value ($000) $21 Shares 1,797 Est. Cost $11.76 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $21 Shares 283 Est. Cost $73.51 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $21 Shares 59 Est. Cost $381.06 Unrealized 0.0%
STIP ISHARES TR 0.0%
Value ($000) $21 Shares 200 Est. Cost $103.47 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $21 Shares 291 Est. Cost $68.66 Unrealized 0.0%
NI NISOURCE INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $37.65 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $20 Shares 142 Est. Cost $123.63 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $19 Shares 134 Est. Cost $158.03 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $18 Shares 448 Est. Cost $41.21 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $18 Shares 138 Est. Cost $132.22 Unrealized
UNILEVER PLC 0.0%
Value ($000) $18 Shares 300 Est. Cost $59.55 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $18 Shares 36 Est. Cost $553.02 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $18 Shares 190 Est. Cost $92.02 Unrealized 0.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $17 Shares 67 Est. Cost $258.61 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $17 Shares 555 Est. Cost $30.21 Unrealized 0.0%
WU WESTERN UN CO 0.0%
Value ($000) $17 Shares 1,609 Est. Cost $10.58 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $17 Shares 404 Est. Cost $42.07 Unrealized
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $17 Shares 678 Est. Cost $24.86 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $17 Shares 50 Est. Cost $295.68 Unrealized 0.0%
IWR ISHARES TR 0.0%
Value ($000) $16 Shares 190 Est. Cost $85.07 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $16 Shares 309 Est. Cost $51.49 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $16 Shares 67 Est. Cost $235.58 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $15 Shares 378 Est. Cost $43.22 Unrealized 0.0%
OTTR OTTER TAIL CORP 0.0%
Value ($000) $15 Shares 192 Est. Cost $76.90 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $15 Shares 50 Est. Cost $308.88 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $77.19 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $15 Shares 273 Est. Cost $52.73 Unrealized 0.0%
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $15 Shares 645 Est. Cost $23.61 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $15 Shares 811 Est. Cost $18.61 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $15 Shares 3,067 Est. Cost $4.89 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $15 Shares 622 Est. Cost $21.38 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $14 Shares 26 Est. Cost $486.15 Unrealized 0.0%
PIMCO STRATEGIC INCOME FD 0.0%
Value ($000) $14 Shares 2,165 Est. Cost $6.25 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $13 Shares 110 Est. Cost $120.10 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $13 Shares 334 Est. Cost $36.73 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $13 Shares 89 Est. Cost $129.09 Unrealized 0.0%
TOTALENERGIES SE 0.0%
Value ($000) $13 Shares 200 Est. Cost $64.69 Unrealized
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value ($000) $13 Shares 757 Est. Cost $16.91 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $145.49 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $12 Shares 166 Est. Cost $73.45 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $12 Shares 81 Est. Cost $165.11 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $12 Shares 83 Est. Cost $145.16 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $12 Shares 108 Est. Cost $118.79 Unrealized 0.0%
NYLI MACKAY DEFINEDTERM MUNI 0.0%
Value ($000) $11 Shares 745 Est. Cost $15.08 Unrealized
QUAL ISHARES TR 0.0%
Value ($000) $11 Shares 65 Est. Cost $170.88 Unrealized
MLPX GLOBAL X FDS 0.0%
Value ($000) $11 Shares 171 Est. Cost $64.16 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $11 Shares 135 Est. Cost $81.10 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $90.47 Unrealized 0.0%
BCE BCE INC 0.0%
Value ($000) $11 Shares 471 Est. Cost $22.06 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 925 Est. Cost $14.41 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $205.97 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 111 Est. Cost $93.44 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $10 Shares 50 Est. Cost $266.65 Unrealized 0.0%
ITB ISHARES TR 0.0%
Value ($000) $10 Shares 105 Est. Cost $95.75 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $10 Shares 27 Est. Cost $357.69 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $10 Shares 173 Est. Cost $57.43 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $10 Shares 133 Est. Cost $31.89 Unrealized 0.0%
JPSE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $10 Shares 226 Est. Cost $43.59 Unrealized
CIM CHIMERA INVT CORP 0.0%
Value ($000) $10 Shares 749 Est. Cost $12.83 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $10 Shares 70 Est. Cost $142.96 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $10 Shares 40 Est. Cost $269.39 Unrealized 0.0%
NUVEEN DOW 30 DYNMC OVERWRT 0.0%
Value ($000) $9 Shares 651 Est. Cost $14.51 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $9 Shares 30 Est. Cost $314.50 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $9 Shares 120 Est. Cost $101.39 Unrealized 0.0%
DBRG DIGITALBRIDGE GROUP INC 0.0%
Value ($000) $9 Shares 1,051 Est. Cost $10.47 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $9 Shares 178 Est. Cost $47.97 Unrealized 0.0%
ARKX ARK ETF TR 0.0%
Value ($000) $9 Shares 499 Est. Cost $17.74 Unrealized
MNA NEW YORK LIFE INVESTMENTS ET 0.0%
Value ($000) $9 Shares 256 Est. Cost $34.30 Unrealized
PRCT PROCEPT BIOROBOTICS CORP 0.0%
Value ($000) $9 Shares 150 Est. Cost $68.28 Unrealized 0.0%
SMR NUSCALE PWR CORP 0.0%
Value ($000) $8 Shares 600 Est. Cost $20.21 Unrealized 0.0%
SPYD SPDR SER TR 0.0%
Value ($000) $8 Shares 188 Est. Cost $44.26 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $8 Shares 50 Est. Cost $166.00 Unrealized
MLPA GLOBAL X FDS 0.0%
Value ($000) $8 Shares 153 Est. Cost $53.23 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $8 Shares 89 Est. Cost $90.58 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $8 Shares 83 Est. Cost $96.10 Unrealized
RIOT RIOT PLATFORMS INC 0.0%
Value ($000) $8 Shares 1,055 Est. Cost $10.37 Unrealized 0.0%
BTC GRAYSCALE BITCOIN MINI TR ET 0.0%
Value ($000) $7 Shares 204 Est. Cost $36.49 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $7 Shares 1,321 Est. Cost $5.61 Unrealized
CORNERSTONE TOTAL RETURN FD 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.18 Unrealized
DINO HF SINCLAIR CORP 0.0%
Value ($000) $7 Shares 218 Est. Cost $33.51 Unrealized 0.0%
GSK GSK PLC 0.0%
Value ($000) $7 Shares 178 Est. Cost $38.74 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $7 Shares 85 Est. Cost $85.82 Unrealized 0.0%
DTM DT MIDSTREAM INC 0.0%
Value ($000) $7 Shares 71 Est. Cost $97.17 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $7 Shares 719 Est. Cost $9.37 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $100.05 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $7 Shares 176 Est. Cost $37.81 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $6 Shares 56 Est. Cost $105.94 Unrealized 0.0%
GABELLI EQUITY TR INC 0.0%
Value ($000) $6 Shares 1,125 Est. Cost $5.51 Unrealized
SCZ ISHARES TR 0.0%
Value ($000) $6 Shares 96 Est. Cost $63.52 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $6 Shares 25 Est. Cost $218.39 Unrealized 0.0%
TDC TERADATA CORP DEL 0.0%
Value ($000) $5 Shares 242 Est. Cost $27.05 Unrealized 0.0%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $103.04 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $5 Shares 30 Est. Cost $166.88 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $5 Shares 97 Est. Cost $50.82 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $228.51 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $4 Shares 160 Est. Cost $30.36 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $4 Shares 47 Est. Cost $85.35 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $112.66 Unrealized 0.0%
DOUBLELINE INCOME SOLUTIONS 0.0%
Value ($000) $4 Shares 333 Est. Cost $12.61 Unrealized
APLE APPLE HOSPITALITY REIT INC 0.0%
Value ($000) $4 Shares 312 Est. Cost $12.91 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $4 Shares 48 Est. Cost $83.27 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.0%
Value ($000) $4 Shares 1,200 Est. Cost $3.30 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.69 Unrealized 0.0%
LIT GLOBAL X FDS 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.80 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 440 Est. Cost $8.10 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $3 Shares 49 Est. Cost $74.57 Unrealized 0.0%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 396 Est. Cost $10.02 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.03 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $3 Shares 6 Est. Cost $558.87 Unrealized 0.0%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $3 Shares 134 Est. Cost $24.48 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $3 Shares 106 Est. Cost $33.60 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $58.38 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.99 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $3 Shares 20 Est. Cost $134.47 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $41.39 Unrealized 0.0%
GNL GLOBAL NET LEASE INC 0.0%
Value ($000) $3 Shares 350 Est. Cost $8.04 Unrealized
ESGU ISHARES TR 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.91 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $3 Shares 40 Est. Cost $77.71 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $3 Shares 51 Est. Cost $50.14 Unrealized 0.0%
SOBO SOUTH BOW CORP 0.0%
Value ($000) $2 Shares 97 Est. Cost $24.08 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $2 Shares 160 Est. Cost $19.41 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC 0.0%
Value ($000) $2 Shares 72 Est. Cost $37.94 Unrealized 0.0%
CAPL CROSSAMERICA PARTNERS LP 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.57 Unrealized
TRN TRINITY INDS INC 0.0%
Value ($000) $2 Shares 84 Est. Cost $32.02 Unrealized 0.0%
IAGG ISHARES TR 0.0%
Value ($000) $2 Shares 47 Est. Cost $49.98 Unrealized
HLN HALEON PLC 0.0%
Value ($000) $2 Shares 223 Est. Cost $10.29 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $2 Shares 117 Est. Cost $23.78 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $2 Shares 85 Est. Cost $25.59 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $2 Shares 16 Est. Cost $126.73 Unrealized 0.0%
VXX BARCLAYS BANK PLC 0.0%
Value ($000) $2 Shares 41 Est. Cost $51.46 Unrealized
SPYM SPDR SER TR 0.0%
Value ($000) $2 Shares 31 Est. Cost $66.84 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $2 Shares 70 Est. Cost $29.92 Unrealized 0.0%
ACA ARCOSA INC 0.0%
Value ($000) $2 Shares 26 Est. Cost $91.54 Unrealized 0.0%
OGIG ALPS ETF TR 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.57 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $104.07 Unrealized 0.0%
CAVA CAVA GROUP INC 0.0%
Value ($000) $2 Shares 23 Est. Cost $108.42 Unrealized 0.0%
PFF ISHARES TR 0.0%
Value ($000) $2 Shares 64 Est. Cost $30.72 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $2 Shares 50 Est. Cost $37.45 Unrealized 0.0%
TOST TOAST INC 0.0%
Value ($000) $2 Shares 58 Est. Cost $37.44 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $2 Shares 64 Est. Cost $29.83 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $2 Shares 10 Est. Cost $172.20 Unrealized
ARR ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.10 Unrealized
SLYG SPDR SER TR 0.0%
Value ($000) $2 Shares 20 Est. Cost $83.00 Unrealized
NGVT INGEVITY CORP 0.0%
Value ($000) $2 Shares 41 Est. Cost $44.25 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.69 Unrealized 0.0%
PINS PINTEREST INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $33.88 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $143.17 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 48 Est. Cost $37.48 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 98 Est. Cost $15.11 Unrealized 0.0%
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 277 Est. Cost $5.27 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1 Shares 125 Est. Cost $11.17 Unrealized
MET METLIFE INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $81.16 Unrealized 0.0%
IBB ISHARES TR 0.0%
Value ($000) $1 Shares 10 Est. Cost $127.90 Unrealized
NKE NIKE INC 0.0%
Value ($000) $1 Shares 20 Est. Cost $72.05 Unrealized 0.0%
EFV ISHARES TR 0.0%
Value ($000) $1 Shares 21 Est. Cost $58.90 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1 Shares 20 Est. Cost $55.69 Unrealized 0.0%
TEM TEMPUS AI INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $53.98 Unrealized 0.0%
EFG ISHARES TR 0.0%
Value ($000) $1 Shares 12 Est. Cost $100.00 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 26 Est. Cost $46.00 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $108.24 Unrealized 0.0%
OKLO OKLO INC 0.0%
Value ($000) $1 Shares 55 Est. Cost $33.79 Unrealized 0.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $1 Shares 10 Est. Cost $104.34 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.27 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $116.30 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $1 Shares 41 Est. Cost $35.49 Unrealized 0.0%
BGS B & G FOODS INC NEW 0.0%
Value ($000) $1 Shares 160 Est. Cost $5.70 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 40 Est. Cost $26.20 Unrealized
BP BP PLC 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.90 Unrealized
BLACKROCK HEALTH SCIENCES TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.64 Unrealized
EMXC ISHARES INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $55.06 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $74.64 Unrealized 0.0%
WAB WABTEC 0.0%
Value ($000) $1 Shares 5 Est. Cost $190.90 Unrealized 0.0%
IYW ISHARES TR 0.0%
Value ($000) $1 Shares 6 Est. Cost $140.33 Unrealized
PJT PJT PARTNERS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $156.40 Unrealized 0.0%
ROKU ROKU INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $80.02 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $1 Shares 8 Est. Cost $92.75 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $169.70 Unrealized 0.0%
KHYB KRANESHARES TRUST 0.0%
Value ($000) $1 Shares 30 Est. Cost $24.10 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $242.13 Unrealized 0.0%
OI O-I GLASS INC 0.0%
Value ($000) $1 Shares 59 Est. Cost $11.37 Unrealized 0.0%
OCFC OCEANFIRST FINL CORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $16.94 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.96 Unrealized 0.0%
TFPM TRIPLE FLAG PRECIOUS METAL 0.0%
Value ($000) $1 Shares 29 Est. Cost $17.07 Unrealized 0.0%
PHIN PHINIA INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $46.97 Unrealized 0.0%
OEF ISHARES TR 0.0%
Value ($000) $1 Shares 2 Est. Cost $270.50 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $18.09 Unrealized 0.0%
EXK ENDEAVOUR SILVER CORP 0.0%
Value ($000) $1 Shares 120 Est. Cost $4.02 Unrealized 0.0%
BLV VANGUARD BD INDEX FDS 0.0%
Value ($000) $0 Shares 7 Est. Cost $70.29 Unrealized
UMH UMH PPTYS INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $18.69 Unrealized
VICE ADVISORSHARES TR 0.0%
Value ($000) $0 Shares 15 Est. Cost $31.47 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $0 Shares 5 Est. Cost $93.60 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 10 Est. Cost $46.30 Unrealized
CASS CASS INFORMATION SYS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.35 Unrealized 0.0%
KARS KRANESHARES TRUST 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.20 Unrealized
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $263.86 Unrealized 0.0%
VGLT VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 7 Est. Cost $57.57 Unrealized
HYLB DBX ETF TR 0.0%
Value ($000) $0 Shares 11 Est. Cost $36.09 Unrealized
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $0 Shares 26 Est. Cost $17.72 Unrealized 0.0%
MAT MATTEL INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $19.84 Unrealized 0.0%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $74.47 Unrealized 0.0%
TR TOOTSIE ROLL INDS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $30.70 Unrealized 0.0%
CIGI COLLIERS INTL GROUP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $130.78 Unrealized 0.0%
MJ AMPLIFY ETF TR 0.0%
Value ($000) $0 Shares 17 Est. Cost $19.47 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $196.30 Unrealized 0.0%
TLH ISHARES TR 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.67 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $159.68 Unrealized 0.0%
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.75 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $51.21 Unrealized 0.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $25.30 Unrealized
BIPC BROOKFIELD INFRASTRUCTURE CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $37.89 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $248.61 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 13 Est. Cost $19.42 Unrealized 0.0%
SNY SANOFI 0.0%
Value ($000) $0 Shares 4 Est. Cost $55.25 Unrealized
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.00 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.0%
Value ($000) $0 Shares 16 Est. Cost $12.14 Unrealized 0.0%
CURB CURBLINE PPTYS CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.13 Unrealized
CTXR CITIUS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 120 Est. Cost $2.39 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $15.04 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $64.48 Unrealized 0.0%
CRSR CORSAIR GAMING INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $9.86 Unrealized 0.0%
NATL NCR ATLEOS CORPORATION 0.0%
Value ($000) $0 Shares 5 Est. Cost $29.74 Unrealized 0.0%
MAIN MAIN STR CAP CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $59.45 Unrealized 0.0%
VYX NCR VOYIX CORPORATION 0.0%
Value ($000) $0 Shares 11 Est. Cost $11.74 Unrealized 0.0%
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 3 Est. Cost $36.41 Unrealized 0.0%
AES AES CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $11.02 Unrealized 0.0%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $10.12 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $43.38 Unrealized 0.0%
ANF ABERCROMBIE & FITCH CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.66 Unrealized 0.0%
UP WHEELS UP EXPERIENCE INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $1.38 Unrealized 0.0%
QSIG WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.00 Unrealized
SNDL SNDL INC 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.70 Unrealized 0.0%
SHAG WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.00 Unrealized
SITC SITE CTRS CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $12.75 Unrealized
GRAL GRAIL INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.90 Unrealized 0.0%
CGC CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 55 Est. Cost $1.76 Unrealized 0.0%
USFR WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $50.00 Unrealized
BB BLACKBERRY LTD 0.0%
Value ($000) $0 Shares 11 Est. Cost $4.55 Unrealized 0.0%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $10.67 Unrealized
PTON PELOTON INTERACTIVE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $7.85 Unrealized 0.0%
MVIS MICROVISION INC DEL 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.39 Unrealized 0.0%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $5.16 Unrealized 0.0%
BLNK BLINK CHARGING CO 0.0%
Value ($000) $0 Shares 30 Est. Cost $1.16 Unrealized 0.0%
ALBT AVALON GLOBOCARE CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $4.88 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $4.98 Unrealized 0.0%
BITO PROSHARES TR 0.0%
Value ($000) $0 Shares 1 Est. Cost $18.00 Unrealized
STEM INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $0.35 Unrealized
PLBY PLBY GROUP INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $1.56 Unrealized 0.0%
TXMD THERAPEUTICSMD INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $1.00 Unrealized 0.0%
RNAC CARTESIAN THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 350 Est. Cost $17.87 Unrealized 0.0%