Lansing Street Advisors Diversified Active

CIK: 0001926571 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 8, 2022

Total Value ($000): $128,537 (100.0% shares, 0.0% debt)

Holdings (266)

MCD MCDONALDS CORP COM 9.1%
Value ($000) $11,732 Shares 47,522 Est. Cost $227.78 Unrealized -0.6%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 8.1%
Value ($000) $10,429 Shares 76,479 Est. Cost $164.28 Unrealized
IVV ISHARES CORE S&P 500 ETF 6.1%
Value ($000) $7,886 Shares 20,798 Est. Cost $435.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 6.0%
Value ($000) $7,735 Shares 5,917 Est. Cost $30.11 Unrealized -7.5%
SDY SPDR S&P DIVIDEND ETF 5.5%
Value ($000) $7,065 Shares 59,525 Est. Cost $126.54 Unrealized
SPY SPDR S&P 500 ETF 4.7%
Value ($000) $5,980 Shares 15,852 Est. Cost $446.38 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 3.8%
Value ($000) $4,938 Shares 64,307 Est. Cost $77.33 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 3.3%
Value ($000) $4,302 Shares 28,717 Est. Cost $170.01 Unrealized
COMT ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 2.6%
Value ($000) $3,342 Shares 81,620 Est. Cost $40.27 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 2.2%
Value ($000) $2,798 Shares 11,881 Est. Cost $264.48 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 2.2%
Value ($000) $2,784 Shares 41,628 Est. Cost $74.66 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 2.0%
Value ($000) $2,534 Shares 50,721 Est. Cost $57.13 Unrealized
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 2.0%
Value ($000) $2,522 Shares 44,009 Est. Cost $63.94 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 2.0%
Value ($000) $2,520 Shares 13,361 Est. Cost $222.67 Unrealized
IWB ISHARES RUSSELL 1000 ETF 1.7%
Value ($000) $2,189 Shares 10,536 Est. Cost $247.29 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 1.7%
Value ($000) $2,146 Shares 27,871 Est. Cost $56.83 Unrealized +14.3%
VOE VANGUARD MID-CAP VALUE INDEX FUND 1.6%
Value ($000) $2,116 Shares 16,335 Est. Cost $138.58 Unrealized
GLD SPDR GOLD SHARES 1.4%
Value ($000) $1,773 Shares 10,526 Est. Cost $171.46 Unrealized
PPH VANECK PHARMACEUTICAL ETF 1.4%
Value ($000) $1,753 Shares 22,815 Est. Cost $83.17 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 1.3%
Value ($000) $1,657 Shares 12,343 Est. Cost $144.90 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 1.2%
Value ($000) $1,520 Shares 21,669 Est. Cost $70.15 Unrealized
EFA ISHARES MSCI EAFE ETF 1.2%
Value ($000) $1,498 Shares 23,968 Est. Cost $72.90 Unrealized
MTZ MASTEC INC COM 1.1%
Value ($000) $1,412 Shares 19,699 Est. Cost $87.37 Unrealized -10.8%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 1.1%
Value ($000) $1,402 Shares 9,773 Est. Cost $162.46 Unrealized
DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 1.0%
Value ($000) $1,235 Shares 57,596 Est. Cost $24.72 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 1.0%
Value ($000) $1,232 Shares 24,689 Est. Cost $50.51 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $1,221 Shares 24,884 Est. Cost $50.33 Unrealized
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $1,144 Shares 4,455 Est. Cost $291.40 Unrealized -9.6%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.8%
Value ($000) $1,081 Shares 10,632 Est. Cost $104.72 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.8%
Value ($000) $1,029 Shares 4,550 Est. Cost $260.85 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 0.8%
Value ($000) $987 Shares 10,685 Est. Cost $101.92 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $958 Shares 18,273 Est. Cost $42.47 Unrealized -1.1%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.7%
Value ($000) $951 Shares 8,511 Est. Cost $133.07 Unrealized
HD HOME DEPOT INC COM 0.7%
Value ($000) $902 Shares 3,289 Est. Cost $313.99 Unrealized -14.3%
MS MORGAN STANLEY COM NEW 0.7%
Value ($000) $853 Shares 11,210 Est. Cost $84.62 Unrealized -14.4%
ABBV ABBVIE INC COM 0.7%
Value ($000) $848 Shares 5,536 Est. Cost $126.49 Unrealized +6.0%
DWAS INVESCO DWA SMALLCAP MOMENTUM ETF 0.6%
Value ($000) $752 Shares 11,069 Est. Cost $82.75 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $733 Shares 18,270 Est. Cost $44.93 Unrealized
KKR KKR & CO INC COM 0.6%
Value ($000) $708 Shares 15,301 Est. Cost $54.94 Unrealized -7.4%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $690 Shares 3,885 Est. Cost $151.80 Unrealized +5.4%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.5%
Value ($000) $669 Shares 11,366 Est. Cost $67.21 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.5%
Value ($000) $664 Shares 13,240 Est. Cost $50.15 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $639 Shares 293 Est. Cost $134.81 Unrealized -13.3%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $540 Shares 1,556 Est. Cost $378.81 Unrealized
BAC BK OF AMERICA CORP COM 0.4%
Value ($000) $522 Shares 16,775 Est. Cost $40.82 Unrealized -19.8%
QQQ INVESCO QQQ TRUST 0.4%
Value ($000) $490 Shares 1,747 Est. Cost $325.02 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.4%
Value ($000) $459 Shares 8,895 Est. Cost $59.14 Unrealized
AMGN AMGEN INC COM 0.3%
Value ($000) $435 Shares 1,788 Est. Cost $203.29 Unrealized +7.5%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.3%
Value ($000) $434 Shares 25,167 Est. Cost $18.87 Unrealized
IVAL ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF 0.3%
Value ($000) $431 Shares 19,159 Est. Cost $25.82 Unrealized
REET ISHARES GLOBAL REIT ETF 0.3%
Value ($000) $409 Shares 16,897 Est. Cost $29.32 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $368 Shares 2,872 Est. Cost $142.66 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.3%
Value ($000) $338 Shares 3,801 Est. Cost $88.92 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $323 Shares 3,541 Est. Cost $69.85 Unrealized +13.4%
GE GENERAL ELECTRIC CO COM NEW 0.2%
Value ($000) $320 Shares 5,033 Est. Cost $47.57 Unrealized -0.0%
GLDM SPDR GOLD MINISHARES TRUST 0.2%
Value ($000) $313 Shares 8,723 Est. Cost $38.63 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $313 Shares 610 Est. Cost $451.15 Unrealized +4.4%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.2%
Value ($000) $310 Shares 10,373 Est. Cost $34.83 Unrealized
AAPL APPLE INC COM 0.2%
Value ($000) $308 Shares 2,256 Est. Cost $164.84 Unrealized -9.8%
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $301 Shares 3,940 Est. Cost $119.38 Unrealized -21.6%
RF REGIONS FINANCIAL CORP NEW COM 0.2%
Value ($000) $292 Shares 15,554 Est. Cost $19.89 Unrealized -11.6%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $292 Shares 8,693 Est. Cost $39.89 Unrealized -19.0%
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.2%
Value ($000) $284 Shares 3,918 Est. Cost $74.29 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $280 Shares 2,491 Est. Cost $133.66 Unrealized -15.4%
STBA S & T BANCORP INC COM 0.2%
Value ($000) $271 Shares 9,873 Est. Cost $31.37 Unrealized -9.8%
PDP INVESCO DWA MOMENTUM ETF 0.2%
Value ($000) $270 Shares 3,972 Est. Cost $80.55 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.2%
Value ($000) $256 Shares 3,404 Est. Cost $75.21 Unrealized
TSLA TESLA INC COM 0.2%
Value ($000) $252 Shares 374 Est. Cost $274.09 Unrealized -0.4%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $251 Shares 8,490 Est. Cost $36.06 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $246 Shares 4,959 Est. Cost $51.70 Unrealized
QMOM ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF 0.2%
Value ($000) $244 Shares 5,732 Est. Cost $49.03 Unrealized
QVAL ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF 0.2%
Value ($000) $244 Shares 8,163 Est. Cost $35.85 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.2%
Value ($000) $223 Shares 4,524 Est. Cost $49.34 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.2%
Value ($000) $206 Shares 4,639 Est. Cost $52.54 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.2%
Value ($000) $206 Shares 6,226 Est. Cost $34.12 Unrealized -1.6%
LLY LILLY ELI & CO COM 0.2%
Value ($000) $205 Shares 633 Est. Cost $248.50 Unrealized +17.1%
CFG CITIZENS FINL GROUP INC COM 0.2%
Value ($000) $202 Shares 5,649 Est. Cost $43.32 Unrealized -22.5%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.2%
Value ($000) $198 Shares 4,132 Est. Cost $48.79 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $179 Shares 3,781 Est. Cost $50.63 Unrealized -19.5%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $178 Shares 3,982 Est. Cost $53.42 Unrealized
EWJV ISHARES MSCI JAPAN VALUE ETF 0.1%
Value ($000) $175 Shares 7,436 Est. Cost $25.70 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $170 Shares 2,308 Est. Cost $73.66 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $159 Shares 1,565 Est. Cost $113.69 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $146 Shares 951 Est. Cost $157.28 Unrealized -4.0%
DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 0.1%
Value ($000) $137 Shares 2,305 Est. Cost $63.86 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $135 Shares 1,742 Est. Cost $72.07 Unrealized -4.5%
WMT WALMART INC COM 0.1%
Value ($000) $134 Shares 1,104 Est. Cost $44.59 Unrealized -1.3%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.1%
Value ($000) $124 Shares 1,600 Est. Cost $79.62 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $119 Shares 1,077 Est. Cost $117.54 Unrealized
RPAR RPAR RISK PARITY ETF 0.1%
Value ($000) $119 Shares 6,087 Est. Cost $23.00 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $116 Shares 878 Est. Cost $149.08 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $111 Shares 2,665 Est. Cost $45.51 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $109 Shares 999 Est. Cost $115.36 Unrealized -8.0%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $103 Shares 1,769 Est. Cost $64.85 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $103 Shares 525 Est. Cost $210.05 Unrealized -4.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $102 Shares 2,506 Est. Cost $42.71 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $99 Shares 1,164 Est. Cost $95.28 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $93 Shares 414 Est. Cost $266.51 Unrealized -6.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $82 Shares 297 Est. Cost $318.52 Unrealized -10.7%
PIE INVESCO DWA EMERGING MARKETS MOMENTUM ETF 0.1%
Value ($000) $81 Shares 4,281 Est. Cost $23.41 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $80 Shares 1,763 Est. Cost $49.46 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value ($000) $80 Shares 253 Est. Cost $351.61 Unrealized -4.1%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $79 Shares 502 Est. Cost $174.10 Unrealized -16.4%
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF 0.1%
Value ($000) $74 Shares 1,929 Est. Cost $43.48 Unrealized
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $72 Shares 545 Est. Cost $156.54 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.1%
Value ($000) $71 Shares 3,134 Est. Cost $29.86 Unrealized
PSL INVESCO DWA CONSUMER STAPLES MOMENTUM ETF 0.1%
Value ($000) $70 Shares 896 Est. Cost $78.13 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $65 Shares 640 Est. Cost $131.94 Unrealized -15.6%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $64 Shares 293 Est. Cost $236.82 Unrealized -8.3%
EMGF ISHARES MSCI EMERGING MARKETS MULTIFACTOR ETF 0.0%
Value ($000) $63 Shares 1,468 Est. Cost $48.80 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $61 Shares 639 Est. Cost $86.76 Unrealized +2.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $61 Shares 1,461 Est. Cost $38.38 Unrealized +0.2%
BITO PROSHARES BITCOIN STRATEGY ETF 0.0%
Value ($000) $60 Shares 5,150 Est. Cost $26.60 Unrealized
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $59 Shares 2,650 Est. Cost $25.72 Unrealized
IMOM ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF 0.0%
Value ($000) $58 Shares 2,354 Est. Cost $28.89 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $57 Shares 370 Est. Cost $142.52 Unrealized +3.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $55 Shares 128 Est. Cost $365.10 Unrealized +9.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $55 Shares 333 Est. Cost $148.42 Unrealized +0.9%
PPL PPL CORP COM 0.0%
Value ($000) $51 Shares 1,889 Est. Cost $24.69 Unrealized +2.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $51 Shares 280 Est. Cost $177.17 Unrealized -13.4%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $51 Shares 515 Est. Cost $82.83 Unrealized +3.1%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $51 Shares 545 Est. Cost $122.58 Unrealized -17.0%
AVGO BROADCOM INC COM 0.0%
Value ($000) $51 Shares 105 Est. Cost $55.08 Unrealized -4.9%
SYNEOS HEALTH INC CL A 0.0%
Value ($000) $50 Shares 702 Est. Cost $84.05 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $49 Shares 345 Est. Cost $117.50 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $47 Shares 1,110 Est. Cost $50.28 Unrealized -14.8%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $46 Shares 513 Est. Cost $93.67 Unrealized -3.5%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $45 Shares 175 Est. Cost $214.86 Unrealized +3.4%
AXIA CENTRAIS ELETRICAS BRASILEIRAS SPONSORED ADR 0.0%
Value ($000) $44 Shares 5,000 Est. Cost $8.80 Unrealized
NEM NEWMONT CORP COM 0.0%
Value ($000) $43 Shares 716 Est. Cost $60.03 Unrealized +5.4%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $42 Shares 245 Est. Cost $190.28 Unrealized -12.4%
SNPS SYNOPSYS INC COM 0.0%
Value ($000) $41 Shares 134 Est. Cost $312.14 Unrealized -3.4%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $40 Shares 265 Est. Cost $164.88 Unrealized -12.2%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $40 Shares 200 Est. Cost $216.93 Unrealized -15.2%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $40 Shares 435 Est. Cost $95.13 Unrealized -4.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $39 Shares 630 Est. Cost $58.65 Unrealized -2.4%
BLACKROCK INC COM 0.0%
Value ($000) $37 Shares 60 Est. Cost $742.86 Unrealized
PXI INVESCO DWA ENERGY MOMENTUM ETF 0.0%
Value ($000) $37 Shares 977 Est. Cost $44.01 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $36 Shares 169 Est. Cost $230.57 Unrealized -9.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $35 Shares 162 Est. Cost $271.60 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $35 Shares 255 Est. Cost $160.33 Unrealized -0.5%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $35 Shares 60 Est. Cost $629.16 Unrealized +2.7%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $33 Shares 91 Est. Cost $481.10 Unrealized -15.4%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $33 Shares 650 Est. Cost $41.50 Unrealized -3.3%
META META PLATFORMS INC CL A 0.0%
Value ($000) $33 Shares 204 Est. Cost $248.19 Unrealized -22.8%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $33 Shares 229 Est. Cost $142.14 Unrealized -3.4%
COST COSTCO WHSL CORP NEW COM 0.0%
Value ($000) $32 Shares 68 Est. Cost $500.83 Unrealized -3.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $31 Shares 57 Est. Cost $568.16 Unrealized -4.1%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $31 Shares 538 Est. Cost $68.96 Unrealized -11.7%
MCK MCKESSON CORP COM 0.0%
Value ($000) $31 Shares 96 Est. Cost $266.57 Unrealized +17.8%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $31 Shares 469 Est. Cost $70.36 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $30 Shares 167 Est. Cost $203.67 Unrealized -10.2%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $30 Shares 632 Est. Cost $43.38 Unrealized +2.4%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $30 Shares 314 Est. Cost $141.24 Unrealized -23.2%
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $29 Shares 112 Est. Cost $245.73 Unrealized -7.9%
PYZ INVESCO DWA BASIC MATERIALS MOMENTUM ETF 0.0%
Value ($000) $28 Shares 391 Est. Cost $97.19 Unrealized
INVESCO S&P SMALLCAP ENERGY PORTFOLIO 0.0%
Value ($000) $27 Shares 3,116 Est. Cost $10.59 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $27 Shares 154 Est. Cost $209.15 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $26 Shares 231 Est. Cost $121.68 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $25 Shares 174 Est. Cost $166.67 Unrealized
PUI INVESCO DWA UTILITIES MOMENTUM ETF 0.0%
Value ($000) $25 Shares 714 Est. Cost $35.01 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $24 Shares 215 Est. Cost $114.39 Unrealized -5.2%
EVRG EVERGY INC COM 0.0%
Value ($000) $24 Shares 364 Est. Cost $54.85 Unrealized +6.2%
CENTRAIS ELETRICAS BRASILEIRAS SPON ADR PFD B 0.0%
Value ($000) $23 Shares 2,638 Est. Cost $8.72 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $22 Shares 590 Est. Cost $46.18 Unrealized -12.0%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $22 Shares 1,063 Est. Cost $21.85 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $21 Shares 175 Est. Cost $127.37 Unrealized -1.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $20 Shares 169 Est. Cost $130.18 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $20 Shares 203 Est. Cost $82.66 Unrealized +8.2%
SCHR SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF 0.0%
Value ($000) $19 Shares 369 Est. Cost $51.63 Unrealized
EQIX EQUINIX INC COM 0.0%
Value ($000) $19 Shares 29 Est. Cost $663.87 Unrealized -3.1%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $19 Shares 40 Est. Cost $387.65 Unrealized +11.6%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $18 Shares 61 Est. Cost $319.80 Unrealized -11.3%
CC CHEMOURS CO COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $32.21 Unrealized 0.0%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $16 Shares 495 Est. Cost $35.34 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $15 Shares 7 Est. Cost $134.94 Unrealized -13.1%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $15 Shares 544 Est. Cost $31.25 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $13 Shares 139 Est. Cost $107.91 Unrealized
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $13 Shares 50 Est. Cost $340.00 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $12 Shares 462 Est. Cost $27.75 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $11 Shares 153 Est. Cost $132.78 Unrealized -34.8%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $11 Shares 102 Est. Cost $126.57 Unrealized -1.1%
AXTA AXALTA COATING SYS LTD COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $25.42 Unrealized 0.0%
T AT&T INC COM 0.0%
Value ($000) $10 Shares 482 Est. Cost $14.91 Unrealized +9.4%
ECL ECOLAB INC COM 0.0%
Value ($000) $10 Shares 67 Est. Cost $179.54 Unrealized -11.4%
BROS DUTCH BROS INC CL A 0.0%
Value ($000) $9 Shares 300 Est. Cost $47.68 Unrealized -14.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $9 Shares 127 Est. Cost $76.97 Unrealized -9.3%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $8 Shares 48 Est. Cost $177.08 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $8 Shares 36 Est. Cost $277.78 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $8 Shares 114 Est. Cost $83.34 Unrealized -18.7%
HPQ HP INC COM 0.0%
Value ($000) $7 Shares 218 Est. Cost $32.05 Unrealized +0.1%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $7 Shares 189 Est. Cost $47.81 Unrealized -14.8%
NUE NUCOR CORP COM 0.0%
Value ($000) $7 Shares 67 Est. Cost $115.55 Unrealized +10.7%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $7 Shares 92 Est. Cost $77.75 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $6 Shares 95 Est. Cost $58.02 Unrealized +3.5%
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $34.59 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $6 Shares 140 Est. Cost $48.26 Unrealized -3.7%
HWM HOWMET AEROSPACE INC COM 0.0%
Value ($000) $6 Shares 199 Est. Cost $33.73 Unrealized +0.4%
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $5 Shares 187 Est. Cost $27.68 Unrealized +11.8%
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $5 Shares 304 Est. Cost $21.60 Unrealized -16.4%
NTAP NETAPP INC COM 0.0%
Value ($000) $5 Shares 73 Est. Cost $79.10 Unrealized -16.8%
DANIMER SCIENTIFIC INC COM CL A 0.0%
Value ($000) $5 Shares 1,099 Est. Cost $5.46 Unrealized
DY DYCOM INDS INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $91.51 Unrealized -2.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $4 Shares 18 Est. Cost $215.98 Unrealized +5.8%
BWA BORGWARNER INC COM 0.0%
Value ($000) $4 Shares 105 Est. Cost $35.30 Unrealized -11.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $4 Shares 61 Est. Cost $82.47 Unrealized -12.6%
FOX FOX CORP CL B COM 0.0%
Value ($000) $4 Shares 124 Est. Cost $35.20 Unrealized -12.3%
CRM SALESFORCE INC COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $212.63 Unrealized -17.9%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.65 Unrealized +1.7%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $4 Shares 21 Est. Cost $248.25 Unrealized -9.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $4 Shares 76 Est. Cost $52.63 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $3 Shares 256 Est. Cost $18.55 Unrealized 0.0%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $3 Shares 32 Est. Cost $135.55 Unrealized -9.3%
KO COCA COLA CO COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $54.06 Unrealized +5.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $66.91 Unrealized +3.6%
BIIB BIOGEN INC COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $217.46 Unrealized -6.0%
PCT PURECYCLE TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 462 Est. Cost $7.30 Unrealized +14.7%
PVH PVH CORPORATION COM 0.0%
Value ($000) $3 Shares 52 Est. Cost $91.90 Unrealized -25.3%
HANESBRANDS INC COM 0.0%
Value ($000) $3 Shares 274 Est. Cost $14.60 Unrealized
AMARIN CORP PLC SPONS ADR NEW 0.0%
Value ($000) $2 Shares 1,233 Est. Cost $3.24 Unrealized
XRX XEROX HOLDINGS CORP COM NEW 0.0%
Value ($000) $2 Shares 122 Est. Cost $21.02 Unrealized -15.7%
WU WESTERN UN CO COM 0.0%
Value ($000) $2 Shares 144 Est. Cost $20.83 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $2 Shares 9 Est. Cost $41.63 Unrealized -46.7%
BUZZ VANECK SOCIAL SENTIMENT ETF 0.0%
Value ($000) $2 Shares 144 Est. Cost $14.76 Unrealized
UGI UGI CORP NEW COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.00 Unrealized -3.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $43.35 Unrealized +1.2%
FTI TECHNIPFMC PLC COM 0.0%
Value ($000) $2 Shares 357 Est. Cost $6.86 Unrealized +9.1%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $2 Shares 35 Est. Cost $95.18 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $2 Shares 80 Est. Cost $37.88 Unrealized -2.1%
CI CIGNA CORP NEW COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $218.34 Unrealized +10.6%
BEP BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
RIVN RIVIAN AUTOMOTIVE INC COM CL A 0.0%
Value ($000) $1 Shares 45 Est. Cost $31.23 Unrealized 0.0%
SICPQ SILVERGATE CAP CORP CL A 0.0%
Value ($000) $1 Shares 25 Est. Cost $123.66 Unrealized -24.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $323.46 Unrealized -3.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $50.75 Unrealized -21.1%
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 1,404 Est. Cost $1.42 Unrealized
PENN PENN NATL GAMING INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $45.70 Unrealized -26.1%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $1 Shares 129 Est. Cost $13.34 Unrealized -25.9%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $1 Shares 69 Est. Cost $11.64 Unrealized 0.0%
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.59 Unrealized -3.6%
BJK VANECK GAMING ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
TILRAY BRANDS INC COM CL 2 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
VRNS VARONIS SYS INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $40.97 Unrealized -9.3%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost $23.83 Unrealized -16.8%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value ($000) $0 Shares 9 Est. Cost $29.97 Unrealized +26.4%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $0 Shares 3 Est. Cost $22.81 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ARKF ARK FINTECH INNOVATION ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
YEXT YEXT INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $7.63 Unrealized -27.2%
WIDEPOINT CORP COMMON 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
DOW DOW INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.26 Unrealized +7.3%
CORT CORCEPT THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $21.27 Unrealized +2.4%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $14.08 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $30.07 Unrealized -15.8%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $97.43 Unrealized -17.4%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $3.64 Unrealized -14.4%
CTVA CORTEVA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $48.99 Unrealized +13.9%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $40.90 Unrealized -2.2%
F FORD MTR CO DEL COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $14.55 Unrealized -27.5%
CRSR CORSAIR GAMING INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $20.86 Unrealized -21.8%