NOVEM GROUP Diversified Active

CIK: 0001926783 · Show all filings

Period: Q4 2024 (Next →)

Filing Date: Feb 18, 2025

Total Value ($000): $686,364 (100.0% shares, 0.0% debt)

Holdings (379)

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 4.6%
Value ($000) $31,913 Shares 1,145,050 Est. Cost $27.87 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 4.5%
Value ($000) $30,626 Shares 156,393 Est. Cost $195.83 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 4.3%
Value ($000) $29,183 Shares 423,309 Est. Cost $68.94 Unrealized
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF 3.2%
Value ($000) $21,685 Shares 472,546 Est. Cost $45.89 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 2.4%
Value ($000) $16,270 Shares 627,713 Est. Cost $25.92 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 2.3%
Value ($000) $15,630 Shares 172,860 Est. Cost $90.42 Unrealized
AAPL APPLE INC COM 2.2%
Value ($000) $15,003 Shares 59,911 Est. Cost $234.51 Unrealized 0.0%
VTV VANGUARD VALUE ETF 2.0%
Value ($000) $13,973 Shares 82,536 Est. Cost $169.30 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY ETF 2.0%
Value ($000) $13,605 Shares 565,475 Est. Cost $24.06 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 1.9%
Value ($000) $13,107 Shares 490,710 Est. Cost $26.71 Unrealized
VUG VANGUARD GROWTH ETF 1.8%
Value ($000) $12,483 Shares 30,414 Est. Cost $410.44 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 1.8%
Value ($000) $12,015 Shares 499,189 Est. Cost $24.07 Unrealized
IVV ISHARES CORE S&P 500 ETF 1.6%
Value ($000) $10,773 Shares 18,300 Est. Cost $588.69 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 1.5%
Value ($000) $10,431 Shares 416,415 Est. Cost $25.05 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF 1.5%
Value ($000) $10,174 Shares 106,979 Est. Cost $95.10 Unrealized
USFR WISDOMTREE FLOATING RATE TREASURY FUND 1.3%
Value ($000) $8,863 Shares 176,126 Est. Cost $50.32 Unrealized
JPEF JPMORGAN EQUITY FOCUS ETF 1.3%
Value ($000) $8,674 Shares 129,246 Est. Cost $67.11 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 1.2%
Value ($000) $8,423 Shares 164,705 Est. Cost $51.14 Unrealized
AVGO BROADCOM INC COM 1.1%
Value ($000) $7,334 Shares 31,633 Est. Cost $182.87 Unrealized 0.0%
SPY SPDR S&P 500 ETF TRUST 1.0%
Value ($000) $6,687 Shares 11,411 Est. Cost $586.03 Unrealized
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 1.0%
Value ($000) $6,552 Shares 224,217 Est. Cost $29.22 Unrealized
WMT WALMART INC COM 0.9%
Value ($000) $6,473 Shares 71,645 Est. Cost $85.80 Unrealized 0.0%
TMSL T. ROWE PRICE SMALL-MID CAP ETF 0.9%
Value ($000) $6,438 Shares 199,672 Est. Cost $32.25 Unrealized
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 0.9%
Value ($000) $6,358 Shares 191,447 Est. Cost $33.21 Unrealized
PTRB PGIM TOTAL RETURN BOND ETF 0.9%
Value ($000) $6,331 Shares 154,561 Est. Cost $40.96 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.9%
Value ($000) $6,245 Shares 182,990 Est. Cost $34.13 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.9%
Value ($000) $6,048 Shares 105,605 Est. Cost $57.27 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $5,621 Shares 13,336 Est. Cost $422.35 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. COM 0.8%
Value ($000) $5,362 Shares 22,368 Est. Cost $228.03 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.8%
Value ($000) $5,239 Shares 39,013 Est. Cost $137.79 Unrealized 0.0%
VTWO VANGUARD RUSSELL 2000 ETF 0.7%
Value ($000) $4,968 Shares 55,609 Est. Cost $89.33 Unrealized
FJUL FT VEST U.S. EQUITY BUFFER ETF - JULY 0.7%
Value ($000) $4,816 Shares 98,348 Est. Cost $48.97 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.7%
Value ($000) $4,587 Shares 36,704 Est. Cost $124.96 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.6%
Value ($000) $4,149 Shares 66,584 Est. Cost $62.31 Unrealized
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $4,121 Shares 41,559 Est. Cost $102.31 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.6%
Value ($000) $4,022 Shares 30,444 Est. Cost $132.10 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.6%
Value ($000) $3,943 Shares 111,831 Est. Cost $35.26 Unrealized
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 0.6%
Value ($000) $3,894 Shares 164,440 Est. Cost $23.68 Unrealized
IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 0.6%
Value ($000) $3,878 Shares 136,927 Est. Cost $28.32 Unrealized
ALL ALLSTATE CORP COM 0.6%
Value ($000) $3,864 Shares 20,041 Est. Cost $189.83 Unrealized 0.0%
FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 0.6%
Value ($000) $3,861 Shares 86,610 Est. Cost $44.58 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.6%
Value ($000) $3,851 Shares 11,213 Est. Cost $343.41 Unrealized
MRK MERCK & CO INC COM 0.6%
Value ($000) $3,814 Shares 38,337 Est. Cost $98.70 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.6%
Value ($000) $3,776 Shares 17,088 Est. Cost $220.96 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.5%
Value ($000) $3,705 Shares 73,559 Est. Cost $50.37 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.5%
Value ($000) $3,588 Shares 18,604 Est. Cost $189.31 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.5%
Value ($000) $3,526 Shares 93,941 Est. Cost $39.99 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.5%
Value ($000) $3,519 Shares 7,764 Est. Cost $461.73 Unrealized 0.0%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.5%
Value ($000) $3,388 Shares 141,403 Est. Cost $23.96 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.5%
Value ($000) $3,271 Shares 41,448 Est. Cost $79.25 Unrealized 0.0%
PEP PEPSICO INC COM 0.5%
Value ($000) $3,260 Shares 21,441 Est. Cost $156.55 Unrealized 0.0%
PLD PROLOGIS INC. COM 0.5%
Value ($000) $3,253 Shares 30,776 Est. Cost $110.17 Unrealized 0.0%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $3,194 Shares 20,789 Est. Cost $159.52 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V COM 0.5%
Value ($000) $3,178 Shares 15,289 Est. Cost $222.56 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.4%
Value ($000) $3,074 Shares 10,605 Est. Cost $289.82 Unrealized
EBAY EBAY INC. COM 0.4%
Value ($000) $3,052 Shares 49,268 Est. Cost $62.40 Unrealized 0.0%
QTUM DEFIANCE QUANTUM ETF 0.4%
Value ($000) $3,048 Shares 37,565 Est. Cost $81.15 Unrealized
EMR EMERSON ELEC CO COM 0.4%
Value ($000) $3,027 Shares 24,424 Est. Cost $119.02 Unrealized 0.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.4%
Value ($000) $3,013 Shares 58,272 Est. Cost $51.70 Unrealized
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $2,884 Shares 36,107 Est. Cost $83.84 Unrealized 0.0%
AMZN AMAZON COM INC COM 0.4%
Value ($000) $2,815 Shares 12,829 Est. Cost $204.58 Unrealized 0.0%
CWI SPDR MSCI ACWI EX-US ETF 0.4%
Value ($000) $2,776 Shares 99,353 Est. Cost $27.94 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $2,723 Shares 27,140 Est. Cost $100.34 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.4%
Value ($000) $2,691 Shares 117,115 Est. Cost $22.98 Unrealized
BKLN INVESCO SENIOR LOAN ETF 0.4%
Value ($000) $2,684 Shares 127,400 Est. Cost $21.07 Unrealized
V VISA INC COM CL A 0.4%
Value ($000) $2,669 Shares 8,445 Est. Cost $298.33 Unrealized 0.0%
TSLA TESLA INC COM 0.4%
Value ($000) $2,625 Shares 6,500 Est. Cost $321.74 Unrealized 0.0%
PRGO PERRIGO CO PLC SHS 0.4%
Value ($000) $2,601 Shares 101,167 Est. Cost $26.27 Unrealized 0.0%
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 0.4%
Value ($000) $2,595 Shares 95,125 Est. Cost $27.28 Unrealized
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 0.4%
Value ($000) $2,547 Shares 65,922 Est. Cost $38.64 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.4%
Value ($000) $2,546 Shares 31,723 Est. Cost $80.27 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.3%
Value ($000) $2,386 Shares 20,705 Est. Cost $115.22 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $2,353 Shares 12,355 Est. Cost $175.67 Unrealized 0.0%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.3%
Value ($000) $2,340 Shares 13,142 Est. Cost $178.08 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.3%
Value ($000) $2,218 Shares 33,000 Est. Cost $49.69 Unrealized 0.0%
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND 0.3%
Value ($000) $2,182 Shares 72,722 Est. Cost $30.01 Unrealized
META META PLATFORMS INC CL A 0.3%
Value ($000) $2,151 Shares 3,674 Est. Cost $584.74 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $2,116 Shares 23,759 Est. Cost $89.08 Unrealized
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $2,091 Shares 3,971 Est. Cost $514.68 Unrealized 0.0%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.3%
Value ($000) $2,013 Shares 65,200 Est. Cost $30.88 Unrealized
AAPL APPLE INC COM 0.3%
Value ($000) $1,878 Shares 7,500 Est. Cost $234.51 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $1,780 Shares 9,404 Est. Cost $174.14 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $1,692 Shares 12,600 Est. Cost $137.79 Unrealized 0.0%
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.2%
Value ($000) $1,478 Shares 54,895 Est. Cost $26.92 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1,428 Shares 7,500 Est. Cost $175.67 Unrealized 0.0%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.2%
Value ($000) $1,422 Shares 11,148 Est. Cost $127.59 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,411 Shares 2,619 Est. Cost $538.74 Unrealized
XOM EXXON MOBIL CORP COM 0.2%
Value ($000) $1,402 Shares 13,033 Est. Cost $112.36 Unrealized 0.0%
ISHARES IBONDS DEC 2025 TERM TREASURY ETF 0.2%
Value ($000) $1,394 Shares 59,796 Est. Cost $23.32 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $1,380 Shares 6,276 Est. Cost $216.31 Unrealized 0.0%
APH AMPHENOL CORP NEW CL A 0.2%
Value ($000) $1,358 Shares 19,552 Est. Cost $69.34 Unrealized 0.0%
AMLP ALERIAN MLP ETF 0.2%
Value ($000) $1,340 Shares 27,814 Est. Cost $48.16 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $1,313 Shares 1,701 Est. Cost $821.14 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $1,309 Shares 22,749 Est. Cost $57.53 Unrealized
PIMCO DYNAMIC INCOME FD SHS 0.2%
Value ($000) $1,301 Shares 70,944 Est. Cost $18.34 Unrealized
NVO NOVO-NORDISK A S ADR 0.2%
Value ($000) $1,290 Shares 15,000 Est. Cost $86.02 Unrealized
BUFR FT VEST LADDERED BUFFER ETF 0.2%
Value ($000) $1,250 Shares 41,021 Est. Cost $30.47 Unrealized
NFLX NETFLIX INC COM 0.2%
Value ($000) $1,244 Shares 1,395 Est. Cost $82.31 Unrealized 0.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.2%
Value ($000) $1,235 Shares 32,180 Est. Cost $38.37 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $1,235 Shares 45,187 Est. Cost $27.32 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.2%
Value ($000) $1,221 Shares 20,718 Est. Cost $58.93 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,206 Shares 27,377 Est. Cost $44.04 Unrealized
KLAC KLA CORP COM NEW 0.2%
Value ($000) $1,205 Shares 1,913 Est. Cost $669.07 Unrealized 0.0%
JNJ JOHNSON & JOHNSON COM 0.2%
Value ($000) $1,196 Shares 8,269 Est. Cost $149.59 Unrealized 0.0%
QQQ INVESCO QQQ TRUST SERIES I 0.2%
Value ($000) $1,172 Shares 2,293 Est. Cost $511.28 Unrealized
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $1,171 Shares 16,209 Est. Cost $74.98 Unrealized 0.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,169 Shares 6,580 Est. Cost $177.41 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $1,132 Shares 7,813 Est. Cost $145.50 Unrealized 0.0%
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF 0.2%
Value ($000) $1,083 Shares 32,106 Est. Cost $33.74 Unrealized
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 0.2%
Value ($000) $1,057 Shares 17,866 Est. Cost $59.14 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 0.1%
Value ($000) $1,026 Shares 17,865 Est. Cost $57.41 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.1%
Value ($000) $1,012 Shares 1,460 Est. Cost $693.30 Unrealized
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $1,010 Shares 3,822 Est. Cost $264.15 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $997 Shares 5,889 Est. Cost $172.88 Unrealized 0.0%
IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF 0.1%
Value ($000) $997 Shares 43,713 Est. Cost $22.81 Unrealized
GRMN GARMIN LTD SHS 0.1%
Value ($000) $987 Shares 4,783 Est. Cost $192.45 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $982 Shares 5,395 Est. Cost $188.91 Unrealized 0.0%
BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF 0.1%
Value ($000) $982 Shares 40,064 Est. Cost $24.50 Unrealized
FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 0.1%
Value ($000) $976 Shares 18,990 Est. Cost $51.38 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $970 Shares 5,784 Est. Cost $165.73 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $966 Shares 4,591 Est. Cost $210.43 Unrealized
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $956 Shares 14,088 Est. Cost $67.88 Unrealized
TER TERADYNE INC COM 0.1%
Value ($000) $955 Shares 7,582 Est. Cost $117.75 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $953 Shares 3,758 Est. Cost $257.33 Unrealized 0.0%
HD HOME DEPOT INC COM 0.1%
Value ($000) $941 Shares 2,419 Est. Cost $397.26 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC COM 0.1%
Value ($000) $938 Shares 3,122 Est. Cost $290.70 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM 0.1%
Value ($000) $922 Shares 2,410 Est. Cost $326.48 Unrealized 0.0%
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $920 Shares 17,778 Est. Cost $51.73 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.1%
Value ($000) $915 Shares 4,505 Est. Cost $180.78 Unrealized 0.0%
CSX CSX CORP COM 0.1%
Value ($000) $910 Shares 28,208 Est. Cost $33.68 Unrealized 0.0%
SPTM SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 0.1%
Value ($000) $903 Shares 12,637 Est. Cost $71.43 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $901 Shares 18,364 Est. Cost $49.05 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $894 Shares 4,896 Est. Cost $208.34 Unrealized 0.0%
SPLB SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF 0.1%
Value ($000) $889 Shares 39,999 Est. Cost $22.23 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $874 Shares 2,010 Est. Cost $387.42 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $860 Shares 27,439 Est. Cost $31.36 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $858 Shares 4,847 Est. Cost $156.93 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $854 Shares 1,689 Est. Cost $552.89 Unrealized 0.0%
IDXX IDEXX LABS INC COM 0.1%
Value ($000) $854 Shares 2,065 Est. Cost $438.63 Unrealized 0.0%
BMAR INNOVATOR U.S. EQUITY BUFFER ETF - MARCH 0.1%
Value ($000) $852 Shares 18,469 Est. Cost $46.14 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $848 Shares 17,727 Est. Cost $47.82 Unrealized
ESEA EUROSEAS LTD SHS 0.1%
Value ($000) $847 Shares 23,400 Est. Cost $30.66 Unrealized 0.0%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $845 Shares 14,964 Est. Cost $56.48 Unrealized
DXCM DEXCOM INC COM 0.1%
Value ($000) $845 Shares 10,863 Est. Cost $74.04 Unrealized 0.0%
HALO HALOZYME THERAPEUTICS INC COM 0.1%
Value ($000) $841 Shares 17,586 Est. Cost $51.28 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value ($000) $835 Shares 4,765 Est. Cost $175.97 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $831 Shares 6,187 Est. Cost $135.90 Unrealized 0.0%
MCO MOODYS CORP COM 0.1%
Value ($000) $823 Shares 1,737 Est. Cost $473.16 Unrealized 0.0%
CPRT COPART INC COM 0.1%
Value ($000) $823 Shares 14,332 Est. Cost $56.95 Unrealized 0.0%
RACE FERRARI N V COM 0.1%
Value ($000) $821 Shares 1,933 Est. Cost $451.22 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.1%
Value ($000) $820 Shares 2,977 Est. Cost $276.10 Unrealized 0.0%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $818 Shares 16,518 Est. Cost $49.51 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $816 Shares 37,226 Est. Cost $21.92 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $814 Shares 17,000 Est. Cost $47.86 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $813 Shares 2,804 Est. Cost $290.22 Unrealized 0.0%
RMD RESMED INC COM 0.1%
Value ($000) $813 Shares 3,553 Est. Cost $238.44 Unrealized 0.0%
LOGI LOGITECH INTL S A SHS 0.1%
Value ($000) $812 Shares 9,862 Est. Cost $81.72 Unrealized 0.0%
RTX RTX CORPORATION COM 0.1%
Value ($000) $812 Shares 7,015 Est. Cost $118.27 Unrealized 0.0%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $811 Shares 7,990 Est. Cost $106.87 Unrealized 0.0%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $801 Shares 1,668 Est. Cost $468.98 Unrealized 0.0%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $798 Shares 4,899 Est. Cost $176.35 Unrealized 0.0%
ADSK AUTODESK INC COM 0.1%
Value ($000) $794 Shares 2,686 Est. Cost $295.42 Unrealized 0.0%
PAC GRUPO AEROPUERTO DEL PACIFICO SPON ADS B 0.1%
Value ($000) $791 Shares 4,522 Est. Cost $174.99 Unrealized
GLPI GAMING & LEISURE PPTYS INC COM 0.1%
Value ($000) $786 Shares 16,323 Est. Cost $48.16 Unrealized
ADBE ADOBE INC COM 0.1%
Value ($000) $782 Shares 1,758 Est. Cost $495.13 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value ($000) $778 Shares 1,315 Est. Cost $716.72 Unrealized 0.0%
KNSL KINSALE CAP GROUP INC COM 0.1%
Value ($000) $778 Shares 1,672 Est. Cost $472.88 Unrealized 0.0%
VGLT VANGUARD LONG-TERM TREASURY ETF 0.1%
Value ($000) $775 Shares 14,000 Est. Cost $55.35 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $773 Shares 14,705 Est. Cost $53.01 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $771 Shares 7,552 Est. Cost $106.04 Unrealized 0.0%
GSL GLOBAL SHIP LEASE INC NEW COM CL A 0.1%
Value ($000) $768 Shares 35,200 Est. Cost $23.34 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC COM 0.1%
Value ($000) $768 Shares 12,319 Est. Cost $59.04 Unrealized 0.0%
GGG GRACO INC COM 0.1%
Value ($000) $746 Shares 8,848 Est. Cost $85.20 Unrealized 0.0%
T AT&T INC COM 0.1%
Value ($000) $743 Shares 32,623 Est. Cost $21.51 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $739 Shares 1,038 Est. Cost $834.60 Unrealized 0.0%
UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF 0.1%
Value ($000) $733 Shares 15,957 Est. Cost $45.96 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.1%
Value ($000) $729 Shares 8,004 Est. Cost $98.10 Unrealized 0.0%
QLYS QUALYS INC COM 0.1%
Value ($000) $728 Shares 5,191 Est. Cost $139.19 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value ($000) $726 Shares 10,026 Est. Cost $76.44 Unrealized 0.0%
MEDP MEDPACE HLDGS INC COM 0.1%
Value ($000) $718 Shares 2,161 Est. Cost $339.14 Unrealized 0.0%
RIO RIO TINTO PLC SPONSORED ADR 0.1%
Value ($000) $718 Shares 12,201 Est. Cost $58.81 Unrealized
FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $708 Shares 15,500 Est. Cost $45.70 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $706 Shares 5,845 Est. Cost $117.72 Unrealized 0.0%
DKL DELEK LOGISTICS PARTNERS LP COM UNT RP INT 0.1%
Value ($000) $705 Shares 16,682 Est. Cost $42.26 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.1%
Value ($000) $695 Shares 18,096 Est. Cost $38.43 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.1%
Value ($000) $695 Shares 5,560 Est. Cost $124.96 Unrealized
SSD SIMPSON MFG INC COM 0.1%
Value ($000) $695 Shares 4,189 Est. Cost $181.55 Unrealized 0.0%
HLI HOULIHAN LOKEY INC CL A 0.1%
Value ($000) $694 Shares 3,999 Est. Cost $173.44 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $689 Shares 17,227 Est. Cost $39.40 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL COM 0.1%
Value ($000) $689 Shares 5,956 Est. Cost $137.93 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SVCS COM 0.1%
Value ($000) $680 Shares 8,418 Est. Cost $83.93 Unrealized 0.0%
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 0.1%
Value ($000) $679 Shares 13,444 Est. Cost $50.50 Unrealized
L LOEWS CORP COM 0.1%
Value ($000) $678 Shares 8,009 Est. Cost $82.15 Unrealized 0.0%
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $674 Shares 1,389 Est. Cost $522.72 Unrealized 0.0%
NDSN NORDSON CORP COM 0.1%
Value ($000) $672 Shares 3,212 Est. Cost $242.59 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE INC COM 0.1%
Value ($000) $659 Shares 3,734 Est. Cost $202.10 Unrealized 0.0%
TSLA TESLA INC COM 0.1%
Value ($000) $653 Shares 1,616 Est. Cost $321.74 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $649 Shares 10,968 Est. Cost $55.37 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.1%
Value ($000) $638 Shares 10,396 Est. Cost $61.34 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $630 Shares 1,737 Est. Cost $381.74 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $630 Shares 22,992 Est. Cost $24.88 Unrealized 0.0%
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 0.1%
Value ($000) $625 Shares 11,093 Est. Cost $56.38 Unrealized
FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.1%
Value ($000) $625 Shares 13,072 Est. Cost $47.82 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $624 Shares 700 Est. Cost $82.31 Unrealized 0.0%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $619 Shares 676 Est. Cost $922.64 Unrealized 0.0%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.1%
Value ($000) $613 Shares 31,282 Est. Cost $19.59 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $609 Shares 5,771 Est. Cost $105.48 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $606 Shares 7,205 Est. Cost $101.25 Unrealized 0.0%
INTU INTUIT COM 0.1%
Value ($000) $605 Shares 962 Est. Cost $634.69 Unrealized 0.0%
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.1%
Value ($000) $600 Shares 7,100 Est. Cost $91.45 Unrealized 0.0%
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH 0.1%
Value ($000) $597 Shares 20,073 Est. Cost $29.76 Unrealized
XP XP INC CL A 0.1%
Value ($000) $596 Shares 50,283 Est. Cost $15.74 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP COM 0.1%
Value ($000) $585 Shares 7,904 Est. Cost $73.82 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $578 Shares 1,702 Est. Cost $369.58 Unrealized 0.0%
VB VANGUARD SMALL-CAP ETF 0.1%
Value ($000) $574 Shares 2,390 Est. Cost $240.27 Unrealized
HOOD ROBINHOOD MKTS INC COM CL A 0.1%
Value ($000) $574 Shares 15,400 Est. Cost $32.29 Unrealized 0.0%
GE GE AEROSPACE COM NEW 0.1%
Value ($000) $572 Shares 3,429 Est. Cost $177.15 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $570 Shares 4,722 Est. Cost $143.89 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $562 Shares 12,522 Est. Cost $53.65 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $551 Shares 3,930 Est. Cost $137.31 Unrealized 0.0%
TTEK TETRA TECH INC NEW COM 0.1%
Value ($000) $548 Shares 13,763 Est. Cost $44.89 Unrealized 0.0%
BLK BLACKROCK INC COM 0.1%
Value ($000) $545 Shares 532 Est. Cost $991.05 Unrealized 0.0%
KO COCA COLA CO COM 0.1%
Value ($000) $533 Shares 8,562 Est. Cost $63.09 Unrealized 0.0%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.1%
Value ($000) $533 Shares 20,931 Est. Cost $25.46 Unrealized
RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF 0.1%
Value ($000) $515 Shares 21,225 Est. Cost $24.24 Unrealized
NULG NUVEEN ESG LARGE-CAP GROWTH ETF 0.1%
Value ($000) $509 Shares 5,928 Est. Cost $85.84 Unrealized
JUST GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF 0.1%
Value ($000) $505 Shares 6,079 Est. Cost $83.14 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $494 Shares 9,715 Est. Cost $50.88 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.1%
Value ($000) $493 Shares 13,013 Est. Cost $37.85 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.1%
Value ($000) $492 Shares 19,697 Est. Cost $24.97 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $490 Shares 2,939 Est. Cost $175.85 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $485 Shares 1,208 Est. Cost $401.65 Unrealized
PULS PGIM ULTRA SHORT BOND ETF 0.1%
Value ($000) $482 Shares 9,734 Est. Cost $49.55 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 0.1%
Value ($000) $479 Shares 8,639 Est. Cost $55.45 Unrealized
QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 0.1%
Value ($000) $474 Shares 16,920 Est. Cost $28.03 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.1%
Value ($000) $473 Shares 9,320 Est. Cost $50.71 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $469 Shares 800 Est. Cost $586.03 Unrealized
QDEC FT VEST NASDAQ-100 BUFFER ETF - DECEMBER 0.1%
Value ($000) $454 Shares 16,494 Est. Cost $27.54 Unrealized
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF 0.1%
Value ($000) $454 Shares 17,050 Est. Cost $26.62 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $452 Shares 8,528 Est. Cost $55.43 Unrealized 0.0%
RSJN FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - JUNE 0.1%
Value ($000) $452 Shares 14,200 Est. Cost $31.84 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $444 Shares 1,339 Est. Cost $347.11 Unrealized 0.0%
MET METLIFE INC COM 0.1%
Value ($000) $440 Shares 5,379 Est. Cost $80.65 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $440 Shares 1,251 Est. Cost $354.74 Unrealized 0.0%
INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF 0.1%
Value ($000) $436 Shares 18,484 Est. Cost $23.60 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $436 Shares 1,801 Est. Cost $242.13 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.1%
Value ($000) $429 Shares 9,554 Est. Cost $44.87 Unrealized
QSPT FT VEST NASDAQ-100 BUFFER ETF - SEPTEMBER 0.1%
Value ($000) $418 Shares 15,110 Est. Cost $27.65 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $417 Shares 4,871 Est. Cost $85.67 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.1%
Value ($000) $416 Shares 4,495 Est. Cost $92.45 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $406 Shares 5,369 Est. Cost $76.48 Unrealized 0.0%
ELV ELEVANCE HEALTH INC COM 0.1%
Value ($000) $405 Shares 1,099 Est. Cost $409.27 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $404 Shares 1,920 Est. Cost $234.55 Unrealized 0.0%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $397 Shares 3,303 Est. Cost $120.59 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $397 Shares 7,001 Est. Cost $56.70 Unrealized
EQIN COLUMBIA U.S. EQUITY INCOME ETF 0.1%
Value ($000) $389 Shares 8,775 Est. Cost $44.35 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $388 Shares 1,609 Est. Cost $244.86 Unrealized 0.0%
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF 0.1%
Value ($000) $386 Shares 6,528 Est. Cost $59.06 Unrealized
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 0.1%
Value ($000) $380 Shares 7,638 Est. Cost $49.77 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $378 Shares 14,266 Est. Cost $25.12 Unrealized 0.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.1%
Value ($000) $378 Shares 5,634 Est. Cost $67.03 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.1%
Value ($000) $373 Shares 75 Est. Cost $4764.13 Unrealized 0.0%
FMAR FT VEST US EQUITY BUFFER ETF - MARCH 0.1%
Value ($000) $366 Shares 8,448 Est. Cost $43.27 Unrealized
PRF INVESCO FTSE RAFI US 1000 ETF 0.1%
Value ($000) $362 Shares 8,984 Est. Cost $40.34 Unrealized
AGZ ISHARES AGENCY BOND ETF 0.1%
Value ($000) $361 Shares 3,344 Est. Cost $107.97 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $352 Shares 937 Est. Cost $375.42 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $342 Shares 4,176 Est. Cost $81.99 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 0.0%
Value ($000) $342 Shares 7,964 Est. Cost $42.97 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $339 Shares 7,721 Est. Cost $42.83 Unrealized 0.0%
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.0%
Value ($000) $338 Shares 1,390 Est. Cost $243.17 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $338 Shares 14,361 Est. Cost $23.54 Unrealized 0.0%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $332 Shares 4,255 Est. Cost $78.01 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $330 Shares 1,636 Est. Cost $211.11 Unrealized 0.0%
EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 0.0%
Value ($000) $328 Shares 7,257 Est. Cost $45.23 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $328 Shares 1,257 Est. Cost $286.05 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $327 Shares 1,748 Est. Cost $199.18 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $327 Shares 771 Est. Cost $413.99 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $319 Shares 6,712 Est. Cost $46.35 Unrealized 0.0%
PIMCO ACCESS INCOME FUND SHS BENFIN INT 0.0%
Value ($000) $317 Shares 20,755 Est. Cost $15.25 Unrealized
DPZ DOMINOS PIZZA INC COM 0.0%
Value ($000) $315 Shares 750 Est. Cost $428.97 Unrealized 0.0%
GBTC GRAYSCALE BITCOIN TRUST ETF 0.0%
Value ($000) $312 Shares 4,219 Est. Cost $74.02 Unrealized
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value ($000) $307 Shares 13,853 Est. Cost $22.20 Unrealized
JANT ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF 0.0%
Value ($000) $307 Shares 8,520 Est. Cost $36.08 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $307 Shares 8,683 Est. Cost $38.90 Unrealized 0.0%
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $305 Shares 6,083 Est. Cost $50.21 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $300 Shares 2,784 Est. Cost $108.79 Unrealized 0.0%
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $296 Shares 6,556 Est. Cost $45.20 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $296 Shares 569 Est. Cost $547.53 Unrealized 0.0%
BILS SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 0.0%
Value ($000) $293 Shares 2,960 Est. Cost $99.15 Unrealized
COLM COLUMBIA SPORTSWEAR CO COM 0.0%
Value ($000) $292 Shares 3,475 Est. Cost $82.01 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $291 Shares 2,571 Est. Cost $109.05 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $289 Shares 4,755 Est. Cost $61.28 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $286 Shares 977 Est. Cost $287.90 Unrealized 0.0%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $283 Shares 12,465 Est. Cost $22.70 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $282 Shares 10,180 Est. Cost $26.44 Unrealized 0.0%
FTSD FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF 0.0%
Value ($000) $281 Shares 3,111 Est. Cost $90.27 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $279 Shares 1,523 Est. Cost $198.35 Unrealized 0.0%
GNTX GENTEX CORP COM 0.0%
Value ($000) $279 Shares 9,710 Est. Cost $29.93 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $279 Shares 140 Est. Cost $2135.94 Unrealized 0.0%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.0%
Value ($000) $273 Shares 6,200 Est. Cost $44.01 Unrealized
PSFF PACER SWAN SOS FUND OF FUNDS ETF 0.0%
Value ($000) $272 Shares 9,300 Est. Cost $29.29 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $270 Shares 1,195 Est. Cost $203.59 Unrealized 0.0%
PGIM SHORT DUR HIG YLD OPP FD COM 0.0%
Value ($000) $264 Shares 16,402 Est. Cost $16.12 Unrealized
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $263 Shares 1,190 Est. Cost $223.42 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $259 Shares 453 Est. Cost $544.86 Unrealized 0.0%
FSMB FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF 0.0%
Value ($000) $258 Shares 13,000 Est. Cost $19.84 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $258 Shares 1,075 Est. Cost $231.96 Unrealized 0.0%
CRM SALESFORCE INC COM 0.0%
Value ($000) $256 Shares 767 Est. Cost $316.76 Unrealized 0.0%
LRGE CLEARBRIDGE LARGE CAP GROWTH ESG ETF 0.0%
Value ($000) $252 Shares 3,350 Est. Cost $75.26 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $252 Shares 2,005 Est. Cost $119.51 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $251 Shares 2,216 Est. Cost $113.33 Unrealized 0.0%
CXM SPRINKLR INC CL A 0.0%
Value ($000) $246 Shares 29,147 Est. Cost $7.99 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $245 Shares 887 Est. Cost $281.36 Unrealized 0.0%
UAN CVR PARTNERS LP COM 0.0%
Value ($000) $243 Shares 3,200 Est. Cost $75.96 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $243 Shares 2,673 Est. Cost $93.07 Unrealized 0.0%
AFL AFLAC INC COM 0.0%
Value ($000) $242 Shares 2,344 Est. Cost $106.42 Unrealized 0.0%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $242 Shares 4,847 Est. Cost $49.94 Unrealized
MNR MACH NATURAL RESOURCES LP COM UNIT LTD PAR 0.0%
Value ($000) $241 Shares 14,000 Est. Cost $17.18 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.0%
Value ($000) $239 Shares 17,228 Est. Cost $13.85 Unrealized
JCPB JPMORGAN CORE PLUS BOND ETF 0.0%
Value ($000) $237 Shares 5,141 Est. Cost $46.07 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $236 Shares 4,493 Est. Cost $52.47 Unrealized
META META PLATFORMS INC CL A 0.0%
Value ($000) $234 Shares 400 Est. Cost $584.74 Unrealized 0.0%
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 0.0%
Value ($000) $234 Shares 7,448 Est. Cost $31.43 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $233 Shares 2,079 Est. Cost $112.29 Unrealized
FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY 0.0%
Value ($000) $231 Shares 4,864 Est. Cost $47.43 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value ($000) $230 Shares 698 Est. Cost $311.89 Unrealized 0.0%
SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF 0.0%
Value ($000) $229 Shares 9,746 Est. Cost $23.47 Unrealized
BKE BUCKLE INC COM 0.0%
Value ($000) $227 Shares 4,471 Est. Cost $40.94 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $226 Shares 611 Est. Cost $393.53 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $222 Shares 2,190 Est. Cost $101.53 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.0%
Value ($000) $221 Shares 1,995 Est. Cost $102.84 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $220 Shares 2,468 Est. Cost $88.03 Unrealized 0.0%
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $219 Shares 4,401 Est. Cost $49.74 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $217 Shares 5,984 Est. Cost $36.32 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $217 Shares 1,772 Est. Cost $123.33 Unrealized 0.0%
BUFT FT VEST BUFFERED ALLOCATION DEFENSIVE ETF 0.0%
Value ($000) $217 Shares 9,680 Est. Cost $22.44 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $216 Shares 3,076 Est. Cost $66.67 Unrealized 0.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $215 Shares 2,222 Est. Cost $96.91 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $215 Shares 4,108 Est. Cost $48.82 Unrealized 0.0%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $214 Shares 1,223 Est. Cost $175.21 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.0%
Value ($000) $213 Shares 1,847 Est. Cost $115.14 Unrealized
JACK JACK IN THE BOX INC COM 0.0%
Value ($000) $212 Shares 5,100 Est. Cost $46.13 Unrealized 0.0%
IONQ IONQ INC COM 0.0%
Value ($000) $209 Shares 5,000 Est. Cost $25.08 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $205 Shares 360 Est. Cost $557.26 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $205 Shares 2,334 Est. Cost $87.88 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $205 Shares 3,626 Est. Cost $52.58 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $204 Shares 11,015 Est. Cost $18.50 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $203 Shares 4,167 Est. Cost $48.67 Unrealized
UWM PROSHARES ULTRA RUSSELL2000 0.0%
Value ($000) $202 Shares 4,821 Est. Cost $41.85 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $187 Shares 947 Est. Cost $197.49 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $185 Shares 1,960 Est. Cost $88.94 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $184 Shares 2,392 Est. Cost $75.52 Unrealized 0.0%
MBB ISHARES MBS ETF 0.0%
Value ($000) $181 Shares 1,979 Est. Cost $91.66 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $173 Shares 2,408 Est. Cost $71.91 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $164 Shares 770 Est. Cost $216.79 Unrealized 0.0%
DIS DISNEY WALT CO COM 0.0%
Value ($000) $162 Shares 1,451 Est. Cost $103.52 Unrealized 0.0%
LLY ELI LILLY & CO COM 0.0%
Value ($000) $154 Shares 200 Est. Cost $821.14 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $152 Shares 12,500 Est. Cost $12.17 Unrealized
PSLV SPROTT PHYSICAL SILVER TR TR UNIT 0.0%
Value ($000) $142 Shares 14,700 Est. Cost $9.65 Unrealized
AES AES CORP COM 0.0%
Value ($000) $134 Shares 10,392 Est. Cost $14.01 Unrealized 0.0%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $133 Shares 14,300 Est. Cost $9.86 Unrealized 0.0%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $112 Shares 424 Est. Cost $281.95 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $101 Shares 25,548 Est. Cost $3.95 Unrealized
CRM SALESFORCE INC COM 0.0%
Value ($000) $100 Shares 300 Est. Cost $316.76 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $95 Shares 500 Est. Cost $174.14 Unrealized 0.0%
PFF ISHARES PREFERRED & INCOME SECURITIES ETF 0.0%
Value ($000) $95 Shares 3,008 Est. Cost $31.44 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $94 Shares 1,000 Est. Cost $88.94 Unrealized 0.0%
BTBT BIT DIGITAL INC SHS 0.0%
Value ($000) $90 Shares 30,881 Est. Cost $3.93 Unrealized 0.0%
KODK EASTMAN KODAK CO COM NEW 0.0%
Value ($000) $85 Shares 12,950 Est. Cost $5.68 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $65 Shares 1,738 Est. Cost $32.29 Unrealized 0.0%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $51 Shares 589 Est. Cost $86.02 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $40 Shares 300 Est. Cost $137.79 Unrealized 0.0%
BTBT BIT DIGITAL INC SHS 0.0%
Value ($000) $40 Shares 13,500 Est. Cost $3.93 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES 0.0%
Value ($000) $34 Shares 510 Est. Cost $49.69 Unrealized 0.0%
VFF VILLAGE FARMS INTL INC COM 0.0%
Value ($000) $24 Shares 31,000 Est. Cost $0.84 Unrealized 0.0%
EOG EOG RES INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $123.33 Unrealized 0.0%
SPLASH BEVERAGE GROUP INC COM NEW 0.0%
Value ($000) $10 Shares 62,000 Est. Cost $0.16 Unrealized
JAAA JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF 0.0%
Value ($000) $9 Shares 184 Est. Cost $50.71 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $25.08 Unrealized 0.0%